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HWC

Hancock Whitney Corp.

May 06 • 04:00PM ET

48.59

Dollar change +1.02
Percentage change 2.14	%

Financial • Banks - Regional • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: IJH VTI IWM VB VBR VXF AVUV IWN DFAT SCHA

Index	RUT	P/E	11.30	EPS (ttm)	4.30	Insider Own	1.18%	Shs Outstand	86.34M	Perf Week	4.38%
Market Cap	4.22B	Forward P/E	9.62	EPS next Y	5.05	Insider Trans	-3.52%	Shs Float	85.89M	Perf Month	10.71%
Income	372.09M	PEG	1.41	EPS next Q	1.19	Inst Own	81.54%	Short Float	1.98%	Perf Quarter	14.90%
Sales	1.81B	P/S	2.33	EPS this Y	-5.26%	Inst Trans	1.10%	Short Ratio	3.50	Perf Half Y	31.64%
Book/sh	44.49	P/B	1.09	EPS next Y	2.79%	ROA	1.02%	Short Interest	1.70M	Perf Year	49.28%
Cash/sh	-	P/C	-	EPS next 5Y	8.00%	ROE	10.08%	52W Range	31.02 - 49.65	Perf YTD	0.00%
Dividend Est.	1.21 (2.49%)	P/FCF	8.54	EPS past 5Y	3.88%	ROI	8.99%	52W High	-2.13%	Beta	1.30
Dividend TTM	1.20 (2.47%)	Quick Ratio	-	Sales past 5Y	8.18%	Gross Margin	-	52W Low	56.64%	ATR (14)	1.28
Dividend Ex-Date	Jun 05, 2024	Current Ratio	0.12	EPS Y/Y TTM	-24.82%	Oper. Margin	25.68%	RSI (14)	68.58	Volatility	2.33% 2.74%
Employees	3591	Debt/Eq	0.39	Sales Y/Y TTM	13.21%	Profit Margin	20.55%	Recom	2.10	Target Price	50.90
Option/Short	Yes / Yes	LT Debt/Eq	0.09	EPS Q/Q	-13.63%	Payout	26.69%	Rel Volume	0.70	Prev Close	47.57
Sales Surprise	0.07%	EPS Surprise	4.86%	Sales Q/Q	-21.71%	Earnings	Apr 16 AMC	Avg Volume	485.04K	Price	48.59
SMA20	8.43%	SMA50	10.23%	SMA200	15.35%	Trades		Volume	341,940	Change	2.14%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-17-24	Upgrade	Citigroup	Neutral → Buy	$48 → $50
Jan-19-24	Resumed	DA Davidson	Buy	$55
Jan-05-24	Downgrade	Truist	Buy → Hold	$54 → $50
Dec-01-23	Initiated	Citigroup	Neutral	$45
Sep-18-23	Upgrade	Piper Sandler	Neutral → Overweight
Jul-19-23	Downgrade	Raymond James	Strong Buy → Outperform	$45 → $46
Jul-19-23	Downgrade	Piper Sandler	Overweight → Neutral	$50 → $46
Jul-11-23	Downgrade	Jefferies	Buy → Hold	$45 → $42
Mar-14-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$60 → $50
Mar-14-23	Downgrade	Janney	Buy → Neutral	$44.50
Jan-19-22	Upgrade	Truist	Hold → Buy	$50 → $70
Sep-07-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$55
Apr-07-21	Upgrade	Raymond James	Outperform → Strong Buy	$51
Jan-07-21	Upgrade	Jefferies	Hold → Buy	$42
Oct-08-20	Upgrade	BofA Securities	Neutral → Buy	$30
Sep-15-20	Upgrade	DA Davidson	Neutral → Buy	$22 → $23
Jun-17-20	Upgrade	Raymond James	Mkt Perform → Outperform	$27
May-01-20	Downgrade	DA Davidson	Buy → Neutral	$23
Mar-09-20	Downgrade	Raymond James	Strong Buy → Mkt Perform
Feb-28-20	Initiated	DA Davidson	Buy

Show Previous Ratings

Apr-29-24 11:20AM	Hancock Whitney (HWC) Hikes Quarterly Cash Dividend by 33.3% (Zacks)
Apr-25-24 04:00PM	Hancock Whitney Increases Quarterly Dividend 33% (Business Wire)
Apr-19-24 03:09AM	Hancock Whitney Corp (HWC) Q1 2024 Earnings Call Transcript Highlights: Strategic Insights and ... (GuruFocus.com)
Apr-17-24 12:04PM	Hancock Whitney (HWC) Q1 Earnings Beat on Fee Income Growth (Zacks)
08:31AM	Hancock Whitney Corporation (NASDAQ:HWC) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:53PM	Loading…
Apr-16-24 09:53PM	HWC Stock Earnings: Hancock Whitney Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
06:30PM	Hancock Whitney (HWC) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:31PM	Hancock Whitney Corp (HWC) Q1 2024 Earnings: Surpasses Analyst EPS Projections (GuruFocus.com)
05:15PM	Hancock Whitney (HWC) Beats Q1 Earnings and Revenue Estimates (Zacks)
04:12PM	Hancock Whitney: Q1 Earnings Snapshot (Associated Press Finance)
04:00PM	Hancock Whitney Reports First Quarter 2024 EPS of $1.24 (Business Wire)
Apr-11-24 09:15AM	Exploring Analyst Estimates for Hancock Whitney (HWC) Q1 Earnings, Beyond Revenue and EPS (Zacks)
Apr-09-24 10:00AM	Earnings Preview: Hancock Whitney (HWC) Q1 Earnings Expected to Decline (Zacks)
Mar-27-24 09:12AM	Hancock Whitney (HWC) Rides on Loan Demand Amid Rising Costs (Zacks) +5.20%
Mar-26-24 04:15PM	Hancock Whitney Corporation to announce first quarter 2024 financial results and host conference call April 16 (Business Wire)
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Mar-07-24 12:00PM	Hancock Whitney Names Shane Loper as Hancock Whitney Bank President (Business Wire)
Feb-27-24 10:48AM	Hancock Whitney's (HWC) Loan, Rates Aid Amid Weak Asset Quality (Zacks)
Feb-23-24 12:00PM	All You Need to Know About Hancock Whitney (HWC) Rating Upgrade to Buy (Zacks)
Feb-22-24 11:27PM	Insider Sell: Chief Credit Officer Christopher Ziluca Sells 3,636 Shares of Hancock Whitney ... (GuruFocus.com)
Feb-15-24 11:30AM	Hancock Whitney (HWC) Down 4.1% Since Last Earnings Report: Can It Rebound? (Zacks)
Feb-12-24 11:33AM	Here's Why Hancock Whitney (HWC) is Worth Buying Right Now (Zacks)
Jan-25-24 04:15PM	Hancock Whitney Corporation Announces Quarterly Dividend (Business Wire)
Jan-18-24 08:22AM	Hancock Whitney Corporation (NASDAQ:HWC) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-17-24 02:08PM	Hancock Whitney's (HWC) Q4 Earnings Top Estimates, Costs Rise (Zacks)
06:43AM	Q4 2023 Hancock Whitney Corp Earnings Call (Thomson Reuters StreetEvents)
Jan-16-24 06:00PM	Compared to Estimates, Hancock Whitney (HWC) Q4 Earnings: A Look at Key Metrics (Zacks)
05:15PM	Hancock Whitney (HWC) Q4 Earnings Top Estimates (Zacks)
04:43PM	Hancock Whitney Corp Reports Q4 2023 Results Amidst Restructuring Charges (GuruFocus.com)
04:23PM	Hancock Whitney: Q4 Earnings Snapshot (Associated Press Finance)
04:00PM	Hancock Whitney Reports Fourth Quarter 2023 EPS of $0.58 (Business Wire)
11:28AM	Loading…
Jan-10-24 11:28AM	What Analyst Projections for Key Metrics Reveal About Hancock Whitney (HWC) Q4 Earnings (Zacks)
Jan-09-24 04:53PM	Hancock Whitney (HWC) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Jan-05-24 12:10PM	Why Hancock Whitney (HWC) Could Beat Earnings Estimates Again (Zacks)
Jan-03-24 04:00PM	Hancock Whitney Bank President Joe Exnicios to Retire March 1, 2024 (Business Wire)
Dec-26-23 04:15PM	Hancock Whitney Corporation to announce fourth quarter 2023 financial results and host conference call January 16 (Business Wire)
Nov-16-23 11:30AM	Hancock Whitney (HWC) Up 18.3% Since Last Earnings Report: Can It Continue? (Zacks)
Oct-26-23 04:15PM	Hancock Whitney Corporation Announces Quarterly Dividend (Business Wire)
Oct-19-23 08:26AM	Hancock Whitney Corporation (NASDAQ:HWC) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-18-23 03:51PM	Hancock Whitney (HWC) Gains as Q3 Earnings Beat Estimates (Zacks)
02:19PM	Home and insurance costs are hurting consumers more than rates, says Hancock Whitney CEO (CNBC TV)
02:05PM	Hancock Whitney Corp (HWC) Reports Q3 2023 Earnings, Net Income of $97.7 Million (GuruFocus.com)
07:20AM	Q3 2023 Hancock Whitney Corp Earnings Call (Thomson Reuters StreetEvents)
Oct-17-23 06:00PM	Hancock Whitney (HWC) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:25PM	Hancock Whitney (HWC) Beats Q3 Earnings Estimates (Zacks)
04:15PM	Hancock Whitney: Q3 Earnings Snapshot (Associated Press Finance)
04:00PM	Hancock Whitney Reports Third Quarter 2023 EPS of $1.12 (Business Wire)
Oct-11-23 10:00AM	Analysts Estimate United Community Banks (UCBI) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-10-23 10:00AM	Analysts Estimate Hancock Whitney (HWC) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-02-23 09:13AM	Hilltop Holdings (HTH) Rides on Loans Amid Asset Quality Woes (Zacks)
Sep-26-23 09:20AM	Hancock Whitney Corporation to announce third quarter 2023 financial results and host conference call October 17 (Business Wire)
Sep-05-23 10:00AM	Newmark Secures Global Corporate Services Contract Renewal with Hancock Whitney Bank (PR Newswire)
Aug-17-23 11:30AM	Hancock Whitney (HWC) Down 8.1% Since Last Earnings Report: Can It Rebound? (Zacks)
Aug-01-23 06:00AM	Hancock Whitney (NASDAQ:HWC) Is Paying Out A Larger Dividend Than Last Year (Simply Wall St.)
Jul-27-23 04:15PM	Hancock Whitney Corporation Announces Quarterly Dividend (Business Wire)
Jul-21-23 07:00AM	Houston market a major growth engine for Hancock Whitney Bank, South Texas leader says (American City Business Journals)
Jul-19-23 10:49AM	Hancock Whitney (HWC) Stock Declines Despite Q2 Earnings Beat (Zacks)
10:39AM	Q2 2023 Hancock Whitney Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-18-23 05:30PM	Hancock Whitney (HWC) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	Hancock Whitney (HWC) Q2 Earnings Surpass Estimates (Zacks)
04:11PM	Hancock Whitney: Q2 Earnings Snapshot (AP Finance)
04:00PM	Hancock Whitney Reports Second Quarter 2023 EPS of $1.35 (Business Wire)
Jul-12-23 10:00AM	Earnings Preview: Community Trust Bancorp (CTBI) Q2 Earnings Expected to Decline (Zacks)
Jul-11-23 10:00AM	Hancock Whitney (HWC) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release (Zacks)
Jun-27-23 09:15AM	Hancock Whitney Corporation to announce second quarter 2023 financial results and host conference call July 18 (Business Wire)
Jun-21-23 08:00PM	HWC: Lowering target price to $31.00 (Argus Research)
Jun-14-23 08:46AM	Top 20 Most Profitable Banks in the World (Insider Monkey)
06:26AM	Hancock Whitney Corporation (NASDAQ:HWC) is largely controlled by institutional shareholders who own 86% of the company (Simply Wall St.)
May-17-23 03:57PM	Hancock Whitney (NASDAQ:HWC) Is Increasing Its Dividend To $0.30 (Simply Wall St.) +8.33%
Apr-27-23 05:30PM	Hancock Whitney Corporation Announces Quarterly Dividend (Business Wire)
01:03AM	Hancock Whitney Corporation (NASDAQ:HWC) Q1 2023 Earnings Call Transcript (Insider Monkey)
Apr-26-23 08:00PM	HWC: Rating increased to a BUY (Argus Research)
06:26AM	Daily Vickers Top Buyers & Sellers for 04/26/2023 (Argus Research)
Apr-19-23 05:26PM	The Era of Easy Deposits Is Over for Main Street Banks (The Wall Street Journal)
09:47AM	Hancock Whitney (HWC) Q1 Earnings Meet, Revenues Rise Y/Y (Zacks)
09:37AM	Q1 2023 Hancock Whitney Corp Earnings Call (Thomson Reuters StreetEvents)
Apr-18-23 05:15PM	Hancock Whitney (HWC) Q1 Earnings Match Estimates (Zacks)
04:07PM	Hancock Whitney: Q1 Earnings Snapshot (AP Finance)
04:00PM	Hancock Whitney Reports First Quarter 2023 EPS of $1.45 (Business Wire)
Apr-12-23 10:00AM	First Community (FCCO) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-11-23 10:00AM	Hancock Whitney (HWC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Mar-28-23 09:25AM	Hancock Whitney Corporation to announce first quarter 2023 financial results and host conference call April 18 (Business Wire)
Mar-24-23 10:49AM	With EPS Growth And More, Hancock Whitney (NASDAQ:HWC) Makes An Interesting Case (Simply Wall St.)
Feb-25-23 09:22AM	Hancock Whitney's (NASDAQ:HWC) three-year total shareholder returns outpace the underlying earnings growth (Simply Wall St.)
Jan-29-23 07:33AM	Hancock Whitney (NASDAQ:HWC) Has Announced That It Will Be Increasing Its Dividend To $0.30 (Simply Wall St.)
Jan-26-23 09:20AM	Hancock Whitney Increases Quarterly Dividend 11%; Renews Share Repurchase Authorization (Business Wire)
Jan-20-23 10:54AM	11 Most Undervalued Bank Stocks To Buy According To Hedge Funds (Insider Monkey)
Jan-19-23 01:41PM	Hancock Whitney Corporation (NASDAQ:HWC) Q4 2022 Earnings Call Transcript (Insider Monkey)
08:33AM	Hancock Whitney Full Year 2022 Earnings: Revenues In Line With Expectations (Simply Wall St.)
Jan-18-23 09:38AM	Hancock Whitney (HWC) Q4 Earnings Beat Estimates, Revenues Rise (Zacks) -5.70%
Jan-17-23 05:35PM	Hancock Whitney (HWC) Beats Q4 Earnings Estimates (Zacks)
04:00PM	Hancock Whitney reports fourth quarter 2022 EPS of $1.65 (Business Wire)
Jan-10-23 10:00AM	Hancock Whitney (HWC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jan-05-23 09:40AM	Is Hancock Whitney (HWC) Stock Undervalued Right Now? (Zacks)
Dec-27-22 09:15AM	Hancock Whitney Corporation to Announce Fourth Quarter 2022 Financial Results and Host Conference Call January 17 (Business Wire)
Dec-15-22 09:35AM	After Plunging 6.7% in 4 Weeks, Here's Why the Trend Might Reverse for Hancock Whitney (HWC) (Zacks)
Dec-14-22 08:42AM	Hancock Whitney Corporation (NASDAQ:HWC) is a favorite amongst institutional investors who own 82% (Simply Wall St.)
Dec-06-22 09:40AM	Should Value Investors Buy Hancock Whitney (HWC) Stock? (Zacks)
08:49AM	6 Reasons Why Hancock Whitney (HWC) is an Attractive Pick Now (Zacks)
Nov-18-22 09:40AM	Are Investors Undervaluing Hancock Whitney (HWC) Right Now? (Zacks)
Nov-17-22 11:30AM	Hancock Whitney (HWC) Up 1% Since Last Earnings Report: Can It Continue? (Zacks)

Hancock Whitney Corp. operates as a bank holding company, which engages in the provision of financial services. It also offers trust and investment management services to retirement plans, corporations, individuals, brokerage services, annuity products, life insurance, general insurance and agency services, including life, title insurance and consumer financing service. The company was founded in 1984 and is headquartered in Gulfport, MS.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Knight Cecil W. Jr	Chief Banking Officer	May 01 '24	Sale	46.82	844	39,516	58,843	May 01 04:13 PM
PICKERING CHRISTINE L	Director	Apr 30 '24	Sale	45.62	1,300	59,306	23,982	May 01 04:15 PM
Ziluca Christopher S	Chief Credit Officer	Feb 22 '24	Sale	43.50	3,636	158,166	35,285	Feb 22 05:17 PM
Loper D Shane	Chief Operating Officer	Jan 25 '24	Sale	46.81	17,690	828,069	71,148	Jan 26 04:09 PM
Exnicios Joseph S	President-Hancock Whitney Bank	Jan 22 '24	Sale	47.15	9,857	464,758	30,159	Jan 23 04:34 PM
Exnicios Joseph S	President-Hancock Whitney Bank	Jan 22 '24	Sale	46.96	37	1,724	0	Jan 23 04:34 PM
Exnicios Joseph S	President-Hancock Whitney Bank	Jan 19 '24	Sale	45.28	4,042	183,022	40,016	Jan 23 04:34 PM
Wilkins Carleton Richard	Director	Aug 01 '23	Sale	42.86	1,110	47,575	14,657	Aug 02 04:29 PM
HAIRSTON JOHN M	President & CEO	Jul 31 '23	Sale	44.00	23,517	1,034,748	205,369	Aug 01 05:34 PM
Knight Cecil W. Jr	Chief Banking Officer	Jul 26 '23	Sale	43.65	1,892	82,592	33,263	Jul 27 04:10 PM
Achary Michael M	Chief Financial Officer	Jul 21 '23	Sale	42.11	12,185	513,139	39,948	Jul 21 04:35 PM
LANE HARRY MERRITT III	Director	May 10 '23	Buy	32.85	2,000	65,710	2,000	May 25 04:19 PM

Open in Screener

IDCC

Interdigital Inc

May 06 • 04:00PM ET

105.30

Dollar change +1.66
Percentage change 1.60	%

Technology • Software - Application • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: IJR VTI VB IWM AVUV VXF VGT IJT VBR IWO

Index	RUT	P/E	15.47	EPS (ttm)	6.81	Insider Own	2.18%	Shs Outstand	25.58M	Perf Week	4.32%
Market Cap	2.66B	Forward P/E	24.02	EPS next Y	4.38	Insider Trans	-3.88%	Shs Float	24.68M	Perf Month	9.84%
Income	190.46M	PEG	0.78	EPS next Q	0.34	Inst Own	101.74%	Short Float	14.96%	Perf Quarter	2.32%
Sales	610.76M	P/S	4.35	EPS this Y	-25.88%	Inst Trans	-3.59%	Short Ratio	6.53	Perf Half Y	27.10%
Book/sh	24.55	P/B	4.29	EPS next Y	-22.38%	ROA	10.71%	Short Interest	3.69M	Perf Year	43.58%
Cash/sh	39.84	P/C	2.64	EPS next 5Y	19.90%	ROE	30.62%	52W Range	67.68 - 119.86	Perf YTD	-2.99%
Dividend Est.	1.43 (1.36%)	P/FCF	9.20	EPS past 5Y	32.83%	ROI	28.39%	52W High	-12.15%	Beta	1.37
Dividend TTM	1.55 (1.47%)	Quick Ratio	1.34	Sales past 5Y	12.50%	Gross Margin	73.08%	52W Low	55.59%	ATR (14)	2.18
Dividend Ex-Date	Apr 09, 2024	Current Ratio	1.34	EPS Y/Y TTM	18.88%	Oper. Margin	33.74%	RSI (14)	65.59	Volatility	2.53% 1.79%
Employees	450	Debt/Eq	1.00	Sales Y/Y TTM	9.29%	Profit Margin	31.18%	Recom	1.80	Target Price	122.50
Option/Short	Yes / Yes	LT Debt/Eq	0.07	EPS Q/Q	-19.60%	Payout	19.69%	Rel Volume	0.99	Prev Close	103.64
Sales Surprise	5.28%	EPS Surprise	5.01%	Sales Q/Q	30.23%	Earnings	May 02 BMO	Avg Volume	565.69K	Price	105.30
SMA20	7.08%	SMA50	3.46%	SMA200	10.55%	Trades		Volume	559,654	Change	1.60%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-01-24	Downgrade	BofA Securities	Buy → Underperform	$140 → $100
Aug-22-23	Resumed	William Blair	Outperform
May-10-23	Upgrade	BofA Securities	Neutral → Buy	$55 → $105
Jan-27-23	Initiated	William Blair	Outperform
Dec-09-22	Initiated	Jefferies	Buy	$80
Jul-25-22	Initiated	BofA Securities	Underperform	$60
Jul-16-20	Initiated	Oppenheimer	Outperform	$90
Aug-02-19	Reiterated	B. Riley FBR	Buy	$90 → $80
Jan-03-19	Resumed	Sidoti	Buy
Jun-12-18	Initiated	ROTH Capital	Buy	$104
Feb-23-18	Upgrade	Dougherty & Company	Neutral → Buy	$87
Feb-23-18	Reiterated	B. Riley FBR, Inc.	Buy	$100 → $94
Aug-08-17	Upgrade	Sidoti	Neutral → Buy
Apr-25-17	Initiated	The Benchmark Company	Hold
Feb-24-17	Reiterated	Barclays	Equal Weight	$94 → $88
Dec-07-16	Downgrade	Sidoti	Buy → Neutral
Oct-05-16	Downgrade	Dougherty & Company	Buy → Neutral
Sep-09-16	Reiterated	Barclays	Equal Weight	$65 → $75
Nov-11-15	Reiterated	Barclays	Equal Weight	$55 → $60
Sep-29-15	Initiated	Sidoti	Buy

Show Previous Ratings

May-03-24 10:30AM	InterDigital, Inc. (NASDAQ:IDCC) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:02AM	InterDigital (IDCC) Q1 Earnings Beat on Higher Revenues (Zacks)
03:46AM	InterDigital Inc (IDCC) Q1 2024 Earnings Call Transcript Highlights: Surpassing Expectations ... (GuruFocus.com)
01:20AM	Q1 2024 InterDigital Inc Earnings Call (Thomson Reuters StreetEvents)
May-02-24 01:53PM	Sector Update: Tech Stocks Gain Thursday Afternoon (MT Newswires) +5.07%
12:53PM	Loading…
12:53PM	IDCC Stock Earnings: InterDigital Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
12:48PM	InterDigital Awarded Injunction Against Lenovo by German Court (MT Newswires)
12:26PM	InterDigital Shares Rise After Q1 Non-GAAP Earnings, Revenue Beat Estimates (MT Newswires)
10:30AM	InterDigital (IDCC) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
09:45AM	InterDigital (IDCC) Beats Q1 Earnings and Revenue Estimates (Zacks)
08:42AM	InterDigital: Q1 Earnings Snapshot (Associated Press Finance)
08:30AM	InterDigital awarded injunction against Lenovo (GlobeNewswire)
08:30AM	InterDigital Announces Financial Results for First Quarter 2024 (GlobeNewswire)
Apr-29-24 04:00AM	InterDigital's Doug Castor Elected Co-Chair of the ATIS Next G Alliance Steering Group (GlobeNewswire)
Apr-25-24 04:00AM	New Report Pins 6G Success on Novel Benchmarks Extending Beyond Speed, Latency, and Mobility (GlobeNewswire)
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Apr-19-24 08:30AM	InterDigital Announces Date for First Quarter 2024 Financial Results (GlobeNewswire)
Apr-15-24 04:00AM	InterDigital and Concordia University Announce Research Collaboration on AI-enabled Immersive Media Delivery over 5G Networks (GlobeNewswire)
Apr-12-24 11:01AM	11 Oversold Value Stocks To Buy Now (Insider Monkey)
Apr-09-24 07:08AM	InterDigital Inc's Dividend Analysis (GuruFocus.com)
Apr-04-24 05:45PM	InterDigital (IDCC) Stock Moves -0.06%: What You Should Know (Zacks)
08:30AM	InterDigital Announces Convertibility of 3.50% Senior Convertible Notes Due 2027 (GlobeNewswire)
Apr-03-24 05:50PM	InterDigital (IDCC) Stock Dips While Market Gains: Key Facts (Zacks)
09:00AM	Investors Heavily Search InterDigital, Inc. (IDCC): Here is What You Need to Know (Zacks)
Mar-28-24 05:45PM	InterDigital (IDCC) Outperforms Broader Market: What You Need to Know (Zacks)
05:59AM	InterDigital (IDCC) Unveils Multiple Solutions at NAB 2024 (Zacks)
Mar-26-24 05:50PM	InterDigital (IDCC) Rises As Market Takes a Dip: Key Facts (Zacks)
04:00AM	InterDigital to Showcase Innovations in High Definition and Sustainable Video Streaming Alongside Partners at NAB 2024 (GlobeNewswire)
Mar-22-24 09:00AM	Here is What to Know Beyond Why InterDigital, Inc. (IDCC) is a Trending Stock (Zacks)
Mar-20-24 05:45PM	InterDigital (IDCC) Ascends But Remains Behind Market: Some Facts to Note (Zacks)
04:30PM	InterDigital Declares Regular Quarterly Cash Dividend (GlobeNewswire)
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04:00AM	InterDigital's Xiaofei Wang Appointed Chair of the IEEE 802.11 Artificial Intelligence and Machine Learning (AIML) Standing Committee (GlobeNewswire)
Mar-19-24 07:00PM	InterDigital Inc's Chief Licensing Officer Eeva Hakoranta Sells Company Shares (GuruFocus.com)
09:30AM	Wall Street Analysts Think InterDigital (IDCC) Is a Good Investment: Is It? (Zacks)
Mar-14-24 05:45PM	InterDigital (IDCC) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Mar-12-24 10:30AM	Sidoti Events, LLC's Virtual March Small-Cap Conference (ACCESSWIRE)
Mar-11-24 08:30AM	Interdigital to Speak at the 36th Annual Roth Conference (GlobeNewswire)
Mar-08-24 05:45PM	InterDigital (IDCC) Stock Moves -0.29%: What You Should Know (Zacks)
09:40AM	Are Investors Undervaluing InterDigital (IDCC) Right Now? (Zacks)
Mar-07-24 09:00AM	InterDigital, Inc. (IDCC) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Mar-05-24 04:00AM	InterDigital's Atle Monrad Elected Chair of 3GPP's SA6 Working Group (GlobeNewswire)
Mar-01-24 05:12AM	InterDigital (IDCC) Jumped on License Renewal (Insider Monkey)
Feb-22-24 04:30PM	InterDigital Honors Wireless and Video Innovation Leaders Michael Starsinic and Fabrice Le L annec as Inventors of the Year (GlobeNewswire)
09:00AM	InterDigital, Inc. (IDCC) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Feb-21-24 11:00AM	Keysight and InterDigital to Demonstrate AI in 6G Systems at Mobile World Congress 2024 (Business Wire)
Feb-20-24 08:50AM	InterDigital (IDCC) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks) -5.49%
Feb-19-24 09:15AM	InterDigital, Inc. (IDCC) Hits Fresh High: Is There Still Room to Run? (Zacks)
04:00AM	At MWC, InterDigital to Showcase Innovation Empowering Connected Experiences 'At Work, At Rest, and At Play' (GlobeNewswire)
Feb-16-24 09:24AM	InterDigital, Inc. (NASDAQ:IDCC) Q4 2023 Earnings Call Transcript (Insider Monkey)
02:02AM	Q4 2023 InterDigital Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-15-24 05:53PM	InterDigital, IBD Stock Of The Day, Surprises With Big Beat-And-Raise Report (Investor's Business Daily) +11.01%
12:31PM	InterDigital (IDCC) Q4 Earnings Beat Despite Lower Revenues (Zacks)
10:30AM	InterDigital (IDCC) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
09:45AM	InterDigital (IDCC) Q4 Earnings and Revenues Top Estimates (Zacks)
09:08AM	InterDigital Q4 Results Top Estimates; Guides Q1, FY24 Well Above Estimates (RTT News)
08:59AM	InterDigital: Q4 Earnings Snapshot (Associated Press Finance)
08:56AM	InterDigital Inc (IDCC) Reports 20% Revenue Growth in 2023, Expands Margins and Returns Record ... (GuruFocus.com)
08:30AM	InterDigital Reports Fourth Quarter and Full Year 2023 Financial Results (GlobeNewswire)
Feb-13-24 08:18AM	InterDigital (IDCC) Aims to Develop Immersive Media Delivery (Zacks)
08:16AM	Will Top-Line Decline Hurt InterDigital (IDCC) Q4 Earnings? (Zacks)
04:00AM	InterDigital and Broadpeak Announce Collaboration on MPEG V3C Standardized Content Distribution At Scale (GlobeNewswire)
Feb-12-24 08:30AM	InterDigital appoints Ken Kaskoun as Chief Growth Officer (GlobeNewswire)
Feb-08-24 10:00AM	InterDigital (IDCC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
09:30AM	Is It Worth Investing in InterDigital (IDCC) Based on Wall Street's Bullish Views? (Zacks)
Feb-07-24 05:45PM	InterDigital (IDCC) Stock Sinks As Market Gains: What You Should Know (Zacks)
Feb-05-24 08:30AM	InterDigital Announces Convertibility of 3.50% Senior Convertible Notes Due 2027 (GlobeNewswire)
Feb-01-24 05:45PM	InterDigital (IDCC) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
02:00PM	3 Once-in-a-Lifetime Next-Gen Telecom Stocks With Unprecedented Surge Potential (InvestorPlace)
08:50AM	Here's Why Momentum in InterDigital (IDCC) Should Keep going (Zacks)
Jan-31-24 12:00PM	InterDigital (IDCC) Moves to Strong Buy: Rationale Behind the Upgrade (Zacks)
Jan-25-24 05:45PM	InterDigital (IDCC) Rises But Trails Market: What Investors Should Know (Zacks)
09:00AM	Investors Heavily Search InterDigital, Inc. (IDCC): Here is What You Need to Know (Zacks)
Jan-24-24 04:00AM	InterDigital Joins Princeton University's NextG Corporate Program (GlobeNewswire)
Jan-20-24 08:55PM	The 3 Most Undervalued Tech Stocks to Buy in January (InvestorPlace)
Jan-19-24 05:45PM	InterDigital (IDCC) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
02:15PM	3 High-Potential Stocks That Can Turn $10K to $20K in 2024 (InvestorPlace)
Jan-17-24 12:10PM	Why InterDigital (IDCC) is Poised to Beat Earnings Estimates Again (Zacks)
10:48AM	InterDigital (IDCC) Preliminary Q4 Results Show Earnings Growth (Zacks)
Jan-16-24 05:50PM	InterDigital (IDCC) Rises As Market Takes a Dip: Key Facts (Zacks)
12:30PM	FB Financial, Restaurant Brands fall; Synopsys, InterDigital rise, Tuesday, 1/16/2024 (Associated Press Finance)
08:30AM	InterDigital Issues Preliminary Financial Results for Fourth Quarter 2023 and Outlook for First Quarter 2024 (GlobeNewswire)
04:00AM	InterDigital signs new license agreement with Samsung Electronics (GlobeNewswire)
Jan-11-24 08:30AM	InterDigital to Present at the 26th Annual Needham Growth Conference (GlobeNewswire)
Jan-10-24 08:48AM	InterDigital (IDCC) Inks Panasonic Patent License Renewal Deal (Zacks)
04:00AM	InterDigital renews license agreements with Panasonic Entertainment & Communication Co., Ltd. (GlobeNewswire)
Jan-09-24 05:45PM	InterDigital (IDCC) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks)
Jan-08-24 11:08AM	InterDigital Inc's Dividend Analysis (GuruFocus.com)
06:00AM	InterDigital awarded injunction against OPPO, Realme and OnePlus (GlobeNewswire)
Jan-04-24 08:33AM	InterDigital (IDCC) Up 119% in '23: A Repeat in Store in '24? (Zacks)
Jan-03-24 05:45PM	InterDigital (IDCC) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Dec-29-23 10:11AM	The Next Big Thing: 3 Tech Stocks Ready for a 500% Leap by 2027 (InvestorPlace)
Dec-28-23 05:50PM	InterDigital (IDCC) Stock Dips While Market Gains: Key Facts (Zacks)
Dec-22-23 09:04AM	Jim Cramer Stock Portfolio: 12 Recent Additions (Insider Monkey)
Dec-20-23 12:00PM	InterDigital (IDCC) Is Up 2.49% in One Week: What You Should Know (Zacks)
Dec-18-23 08:50AM	Here's What Could Help InterDigital (IDCC) Maintain Its Recent Price Strength (Zacks)
Dec-15-23 09:30AM	Is InterDigital (IDCC) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
Dec-13-23 09:40AM	Is InterDigital (IDCC) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Dec-08-23 08:15AM	Next Big Thing: 3 Stocks to Make You a Millionaire by 2030 (InvestorPlace)
Dec-07-23 08:25AM	InterDigital (IDCC) Raises Share Repurchase Tally to $300M (Zacks)
Dec-06-23 08:30AM	InterDigital Increases Share Repurchase Authorization to $300 Million (GlobeNewswire)
04:30AM	New Report Highlights Impact of HEVC Codec on Streaming Industry (GlobeNewswire)

InterDigital, Inc. is a global research and development company, which engages in the business of wireless, video, artificial intelligence, and related technologies. It focuses on the design and development of communications, and entertainment products and services. The company was founded by Sherwin I. Seligsohn in 1972 and is headquartered in Wilmington, DE.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Pankaj Rajesh	Chief Technology Officer	Apr 05 '24	Sale	95.33	650	61,964	64,939	Apr 05 04:18 PM
Hakoranta Eeva K.	Chief Licensing Officer	Apr 03 '24	Sale	95.77	699	66,943	29,984	Apr 05 08:34 AM
Hakoranta Eeva K.	Chief Licensing Officer	Mar 19 '24	Sale	103.17	3,910	403,395	32,778	Mar 19 04:35 PM
Schmidt Joshua D.	CLO & Corp Secretary	Mar 18 '24	Sale	103.95	1,411	146,673	24,690	Mar 19 04:38 PM
Pankaj Rajesh	Chief Technology Officer	Mar 05 '24	Sale	106.31	650	69,102	55,373	Mar 06 04:58 PM
BREZSKI RICHARD	Chief Financial Officer	Feb 21 '24	Sale	109.28	11,302	1,235,083	98,536	Feb 22 04:07 PM
Pankaj Rajesh	Chief Technology Officer	Feb 05 '24	Sale	103.87	650	67,516	56,023	Feb 07 08:43 AM
Schmidt Joshua D.	CLO & Corp Secretary	Jan 16 '24	Sale	107.74	336	36,201	18,267	Jan 17 04:01 PM
Pankaj Rajesh	Chief Technology Officer	Jan 05 '24	Sale	103.91	650	67,542	56,487	Jan 08 04:02 PM
Pankaj Rajesh	Chief Technology Officer	Dec 05 '23	Sale	101.68	650	66,092	57,137	Dec 06 04:16 PM
Schmidt Joshua D.	CLO & Corp Sec	Nov 22 '23	Sale	100.00	682	68,200	18,446	Nov 24 08:18 AM
Pankaj Rajesh	Chief Technology Officer	Nov 06 '23	Sale	85.33	650	55,464	57,787	Nov 07 04:05 PM
Pankaj Rajesh	Chief Technology Officer	Oct 05 '23	Sale	80.32	650	52,208	58,184	Oct 10 08:17 AM
Hakoranta Eeva K.	Chief Licensing Officer	Sep 19 '23	Sale	82.11	2,550	209,380	26,063	Sep 21 04:06 PM
Pankaj Rajesh	Chief Technology Officer	Sep 05 '23	Sale	85.33	650	55,464	58,834	Sep 06 04:13 PM
Schmidt Joshua D.	CLO & Corp Sec	Aug 23 '23	Sale	83.52	364	30,401	19,690	Aug 25 08:18 AM
Cohen Eric	Chief Strategy& Growth Officer	Jul 03 '23	Sale	96.13	4,329	416,144	25,959	Jul 05 09:30 PM
Lesaicherre Pierre-Yves	Director	Jun 07 '23	Sale	86.17	1,325	114,175	4,103	Jun 09 04:18 PM
Markley John D. Jr.	Director	Jun 07 '23	Sale	86.17	1,100	94,787	9,005	Jun 09 04:19 PM
RANKIN JEAN F	Director	Jun 07 '23	Sale	86.17	1,030	88,755	27,478	Jun 09 04:19 PM
KRITZMACHER JOHN A	Director	Jun 07 '23	Sale	86.17	1,030	88,755	19,584	Jun 09 04:17 PM
Cohen Eric	Chief Strategy& Growth Officer	May 10 '23	Sale	84.53	4,316	364,831	45,477	May 11 04:04 PM

Open in Screener

STRA

Strategic Education Inc

May 06 • 04:00PM ET

123.00

Dollar change +2.35
Percentage change 1.95	%

Consumer Defensive • Education & Training Services • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

STRA Strategic Education Inc daily Stock Chart

Held by: IJR VTI IWM VB VBR VXF IWN IJS DFAT SCHA

Index	RUT	P/E	29.05	EPS (ttm)	4.23	Insider Own	3.32%	Shs Outstand	24.41M	Perf Week	4.40%
Market Cap	3.03B	Forward P/E	20.76	EPS next Y	5.92	Insider Trans	-1.60%	Shs Float	23.79M	Perf Month	18.86%
Income	101.52M	PEG	1.48	EPS next Q	1.19	Inst Own	92.76%	Short Float	1.68%	Perf Quarter	29.45%
Sales	1.17B	P/S	2.59	EPS this Y	34.01%	Inst Trans	-6.12%	Short Ratio	3.41	Perf Half Y	42.82%
Book/sh	66.75	P/B	1.84	EPS next Y	18.86%	ROA	4.70%	Short Interest	0.40M	Perf Year	50.22%
Cash/sh	10.92	P/C	11.26	EPS next 5Y	19.60%	ROE	6.24%	52W Range	64.53 - 121.29	Perf YTD	33.16%
Dividend Est.	2.40 (1.95%)	P/FCF	24.88	EPS past 5Y	-	ROI	5.58%	52W High	1.41%	Beta	0.58
Dividend TTM	2.40 (1.95%)	Quick Ratio	1.49	Sales past 5Y	14.18%	Gross Margin	45.43%	52W Low	90.61%	ATR (14)	3.67
Dividend Ex-Date	May 23, 2024	Current Ratio	1.49	EPS Y/Y TTM	172.30%	Oper. Margin	12.37%	RSI (14)	74.59	Volatility	2.91% 2.99%
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	0.88	Prev Close	120.65
Sales Surprise	5.83%	EPS Surprise	90.92%	Sales Q/Q	13.11%	Earnings	Apr 25 BMO	Avg Volume	117.19K	Price	123.00
SMA20	16.07%	SMA50	18.30%	SMA200	37.60%	Trades		Volume	103,219	Change	1.95%

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

Show Previous Ratings

May-06-24 12:20PM	Surging Earnings Estimates Signal Upside for Strategic Education (STRA) Stock (Zacks)
May-03-24 09:50AM	Here's Why Strategic Education (STRA) is a Strong Momentum Stock (Zacks)
May-02-24 07:00PM	Director Viet Dinh Acquires 4,300 Shares of Strategic Education Inc (STRA) (GuruFocus.com)
09:23AM	Strategic Education, Inc. (NASDAQ:STRA) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-30-24 07:01AM	Strayer University Names Dr. Antoinette Toni Farmer-Thompson President (Business Wire)
09:15AM	Loading…
Apr-29-24 09:15AM	Strategic Education Inc. (STRA) Hit a 52 Week High, Can the Run Continue? (Zacks)
Apr-26-24 12:08PM	Strategic Education (STRA) Shares Up on Earnings & Revenue Beat (Zacks)
08:50AM	Recent Price Trend in Strategic Education (STRA) is Your Friend, Here's Why (Zacks)
Apr-25-24 03:42PM	Why Strategic Education (STRA) Stock Is Up Today (StockStory) +16.28%
10:54AM	STRA Stock Earnings: Strategic Education Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
09:30AM	Strategic Education (STRA) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
07:45AM	Strategic Education (STRA) Q1 Earnings and Revenues Beat Estimates (Zacks)
06:50AM	Strategic Education's (NASDAQ:STRA) Q1: Beats On Revenue (StockStory)
06:30AM	Strategic Education, Inc. Reports First Quarter 2024 Results (Business Wire)
Apr-24-24 03:03AM	Strategic Education (STRA) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
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Apr-22-24 11:25AM	40 Best Business Schools in the World for 2024 (Insider Monkey)
Apr-18-24 10:01AM	Strategic Education (STRA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-09-24 06:19AM	Education Services Stocks Q4 Highlights: Strategic Education (NASDAQ:STRA) (StockStory)
Mar-27-24 01:31PM	Harvard Business Review Analytic Services Survey Highlights Missed Opportunities for Those Without Tuition Assistance Benefits (Business Wire)
Mar-21-24 04:10PM	Strategic Education, Inc. Schedules First Quarter 2024 Results Conference Call (Business Wire)
Mar-19-24 12:20PM	Earnings Estimates Moving Higher for Strategic Education (STRA): Time to Buy? (Zacks)
Mar-14-24 07:01AM	Strayer University Places Sixth in NSA Codebreaker Challenge (Business Wire)
Mar-11-24 04:28PM	Strategic Education, Inc. Publishes 2023 Annual Report and Letter to Shareholders (Business Wire)
Mar-04-24 09:18AM	Strategic Education, Inc. (NASDAQ:STRA) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-01-24 09:26AM	Strategic Education (STRA) Q4 Earnings Beat, Enrollment Up (Zacks)
Feb-29-24 07:33PM	Why Strategic Education Stock Popped Today (Motley Fool) +16.55%
07:40AM	Strategic Education (STRA) Beats Q4 Earnings and Revenue Estimates (Zacks)
06:51AM	Strategic Education Inc (STRA) Reports Growth in Fourth Quarter Earnings Amidst Operational ... (GuruFocus.com)
06:45AM	Strategic Education (NASDAQ:STRA) Exceeds Q4 Expectations (StockStory)
06:30AM	Strategic Education, Inc. Reports Fourth Quarter 2023 Results (Business Wire)
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Feb-22-24 10:00AM	Strategic Education (STRA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-31-24 12:10PM	Why Strategic Education (STRA) is Poised to Beat Earnings Estimates Again (Zacks)
Jan-30-24 07:02AM	Jasons Deli Partners with Sophia Learning to Provide Access to Online General Education Courses (Business Wire)
Jan-23-24 04:49PM	Strategic Education (STRA) to Report in February: Wall Street Expects Earnings Growth (Revised) (Zacks)
Jan-22-24 10:00AM	Strategic Education (STRA) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jan-12-24 04:10PM	Strategic Education, Inc. Schedules Fourth Quarter 2023 Results Conference Call and Announces Date for Annual Meeting (Business Wire)
Dec-12-23 07:01AM	Jack Welch Management Institute Ranked Eighth Best Online MBA Program by Poets&Quants (Business Wire)
Dec-05-23 05:10AM	The Rise of EdTech: 3 Stocks Transforming Education (InvestorPlace)
Nov-06-23 10:48AM	Strategic Education, Inc. (NASDAQ:STRA) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-02-23 08:05AM	Strategic Education Inc (STRA) Reports 8.7% Revenue Increase in Q3 2023 (GuruFocus.com)
06:30AM	Strategic Education, Inc. Reports Third Quarter 2023 Results; Will Hold Investor and Analyst Day (Business Wire)
Oct-13-23 07:00AM	Capella University is Reaffirmed Among Select Institutions Offering Project Management Degree Programs (Business Wire)
Sep-28-23 07:01AM	Capella University Names Constance St. Germain as New President (Business Wire)
Sep-26-23 04:10PM	Strategic Education, Inc. Schedules Third Quarter 2023 Results Conference Call and Provides Registration Details for 2023 Investor and Analyst Day (Business Wire)
Aug-21-23 08:22PM	Stocks to Watch This Weeks Top 7 Wall Street Upgrades (InvestorPlace)
Aug-18-23 09:37AM	Hawaiian Electric upgraded, CVS downgraded: Wall Street's top analyst calls (The Fly)
Jul-30-23 08:08AM	Strategic Education (NASDAQ:STRA) Has Announced A Dividend Of $0.60 (Simply Wall St.)
Jul-27-23 06:30AM	Strategic Education, Inc. Reports Second Quarter 2023 Results (Business Wire) +5.42%
Jul-20-23 08:00AM	Hormel Foods Announces Free College Tuition for Team Members (PR Newswire)
07:02AM	National Survey Finds Workers Happier Than Last Year, Rising Employee Expectations on Employer-Sponsored Education Benefits (Business Wire)
Jul-16-23 08:24AM	Strategic Education's (NASDAQ:STRA) earnings have declined over three years, contributing to shareholders 55% loss (Simply Wall St.)
Jul-11-23 11:12PM	XTM Provides Update on Status of Financial Statements (Business Wire)
Jun-22-23 04:10PM	Strategic Education, Inc. Schedules Second Quarter 2023 Results Conference Call (Business Wire)
Jun-21-23 08:00PM	STRA: Lowering target price to $80.00 (Argus Research)
May-23-23 07:02AM	Devmountain Announces Expansion of In-Person Coding Bootcamps at Strayer University Facilities (Business Wire)
May-18-23 07:56AM	Is Strategic Education, Inc.'s (NASDAQ:STRA) Recent Price Movement Underpinned By Its Weak Fundamentals? (Simply Wall St.)
May-02-23 11:54AM	University of the People Partners with Sophia Learning to Provide Low-Cost Pathways to Degree Attainment (Business Wire) -8.32%
Apr-30-23 08:04AM	Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of $0.60 (Simply Wall St.)
Apr-27-23 06:30AM	Strategic Education, Inc. Reports First Quarter 2023 Results (Business Wire)
Apr-26-23 08:00PM	STRA: Raising target price to $102.00 (Argus Research)
Apr-20-23 06:21AM	A Strategic Education, Inc. (NASDAQ:STRA) insider increased their holdings by 173% last year (Simply Wall St.)
Mar-28-23 07:03AM	Strayer University Supports Next Generation of Social Justice Leaders through Fellows for Justice Scholarship (Business Wire)
Mar-20-23 04:10PM	Strategic Education, Inc. Schedules First Quarter 2023 Results Conference Call and Confirms Date and Location for 2023 Investor and Analyst Day (Business Wire)
Mar-13-23 05:03PM	Strategic Education, Inc. Publishes 2022 Annual Report and Letter to Shareholders (Business Wire)
Feb-26-23 07:17AM	Strategic Education (NASDAQ:STRA) Has Announced A Dividend Of $0.60 (Simply Wall St.)
Feb-22-23 04:05PM	Strategic Education, Inc. Reports Fourth Quarter 2022 Results (Business Wire)
11:33AM	Calculating The Fair Value Of Strategic Education, Inc. (NASDAQ:STRA) (Simply Wall St.)
Feb-10-23 07:30AM	Capella University Announces Accreditation of Master of Science in Human Services Program (Business Wire)
Feb-07-23 07:03AM	Jack Welch Management Institute Named #7 in The Princeton Review 2023 List of Top 50 Online MBA Programs (Business Wire)
Feb-06-23 06:29AM	Strategic Education's (NASDAQ:STRA) one-year earnings growth trails the decent shareholder returns (Simply Wall St.)
Feb-02-23 09:30AM	Pioneer in Online Learning Publishes New Report on Competency-Based Education Outcomes (Business Wire)
Jan-12-23 04:10PM	Strategic Education, Inc. Schedules Fourth Quarter 2022 Results Conference Call; Announces Date for Annual Meeting; Announces Investor and Analyst Day (Business Wire)
Dec-09-22 07:01AM	Capella University Announces New Appointments to Board of Trustees (Business Wire)
Dec-07-22 02:41PM	Strategic Education, Inc.'s (NASDAQ:STRA) Financials Are Too Obscure To Link With Current Share Price Momentum: What's In Store For the Stock? (Simply Wall St.)
Nov-21-22 07:40AM	Strategic Education (NASDAQ:STRA) Has Affirmed Its Dividend Of $0.60 (Simply Wall St.)
Nov-20-22 07:39AM	It Might Not Be A Great Idea To Buy Strategic Education, Inc. (NASDAQ:STRA) For Its Next Dividend (Simply Wall St.)
Nov-17-22 07:02AM	Strayer University's Master of Science in Information Security and Assurance designated as a National Center for Academic Excellence in Cyber Defense (Business Wire)
Nov-11-22 05:12AM	Michael Thawley Is The Independent Director of Strategic Education, Inc. (NASDAQ:STRA) And They Just Picked Up 173% More Shares (Simply Wall St.)
Nov-09-22 05:36AM	Strategic Education Third Quarter 2022 Earnings: EPS: US$0.26 (vs US$0.16 in 3Q 2021) (Simply Wall St.)
Nov-06-22 07:12AM	Strategic Education (NASDAQ:STRA) Will Pay A Dividend Of $0.60 (Simply Wall St.)
Nov-03-22 06:30AM	Strategic Education, Inc. Reports Third Quarter 2022 Results (Business Wire) +8.88%
Oct-06-22 07:02AM	Six Flags Entertainment to Provide World-Class Employee Education Benefits Through Workforce Edge (Business Wire)
Sep-27-22 04:57PM	Strategic Education, Inc. Schedules Third Quarter 2022 Results Conference Call (Business Wire)
Sep-19-22 07:02AM	Strayer University celebrates 130 years of championing change in education (Business Wire)
Sep-15-22 07:00AM	Is There An Opportunity With Strategic Education, Inc.'s (NASDAQ:STRA) 40% Undervaluation? (Simply Wall St.)
Sep-12-22 06:30AM	Strategic Education, Inc. Announces Appointment of Former Australian Ambassador to the United States Michael Thawley to Board of Directors (Business Wire)
Aug-29-22 02:24PM	Earnings growth of 25% over 3 years hasn't been enough to translate into positive returns for Strategic Education (NASDAQ:STRA) shareholders (Simply Wall St.)
Aug-18-22 07:01AM	Capella University's Bachelor of Science in Information Technology Redesignated as a National Center of Academic Excellence in Cyber Defense (Business Wire)
Aug-15-22 01:02PM	Strategic Education, Inc. (NASDAQ:STRA) insider upped their holding by 5.8% earlier this year (Simply Wall St.)
Aug-09-22 07:02AM	Devmountain and Hackbright Academy Coding Programs Endorsed as OneTen Talent Developers (Business Wire)
Jul-30-22 08:06AM	Strategic Education (NASDAQ:STRA) Has Announced A Dividend Of $0.60 (Simply Wall St.)
Jul-27-22 02:30PM	Strayer Education (STRA) Q2 2022 Earnings Call Transcript (Motley Fool)
06:30AM	Strategic Education, Inc. Reports Second Quarter 2022 Results (Business Wire)
Jul-12-22 07:03AM	Workforce Edge Partners with Caesars Entertainment to Provide Nearly 50,000 Eligible U.S.-Based Team Members Access to Robust Tuition Benefit Program (Business Wire)
Jun-22-22 04:15PM	Strategic Education, Inc. Schedules Second Quarter 2022 Results Conference Call (Business Wire)
Jun-14-22 07:37AM	Should Weakness in Strategic Education, Inc.'s (NASDAQ:STRA) Stock Be Seen As A Sign That Market Will Correct The Share Price Given Decent Financials? (Simply Wall St.)
Jun-09-22 04:15PM	The Center for Social Dynamics to Offer 'Dreams Come TRUE', a Top-Tier Education Benefit for Employees through Workforce Edge (PR Newswire)
Jun-08-22 07:05AM	Amid Great Resignation, Survey Finds Even Happy Employees Are Looking for New Opportunities; Tuition Benefits can Increase Loyalty (Business Wire)
May-16-22 09:06AM	We Think Strategic Education (NASDAQ:STRA) Can Stay On Top Of Its Debt (Simply Wall St.)
May-01-22 08:43AM	Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of US$0.60 (Simply Wall St.)

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

Open in Screener

BLCO

Bausch + Lomb Corp

May 06 • 04:00PM ET

14.44

Dollar change +0.84
Percentage change 6.18	%

Healthcare • Medical Instruments & Supplies • Canada • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

BLCO Bausch + Lomb Corp daily Stock Chart

Held by: MGMT IPO DFAX BKMC DFIC DFSI FSYD

Index	-	P/E	-	EPS (ttm)	-0.96	Insider Own	89.09%	Shs Outstand	350.91M	Perf Week	-4.50%
Market Cap	5.07B	Forward P/E	16.52	EPS next Y	0.87	Insider Trans	0.00%	Shs Float	38.31M	Perf Month	-12.22%
Income	-337.00M	PEG	-	EPS next Q	0.14	Inst Own	11.16%	Short Float	4.25%	Perf Quarter	5.56%
Sales	4.31B	P/S	1.17	EPS this Y	-12.45%	Inst Trans	20.84%	Short Ratio	3.28	Perf Half Y	-14.51%
Book/sh	18.95	P/B	0.76	EPS next Y	36.80%	ROA	-2.76%	Short Interest	1.63M	Perf Year	-17.49%
Cash/sh	0.93	P/C	15.59	EPS next 5Y	15.30%	ROE	-4.94%	52W Range	13.16 - 21.95	Perf YTD	-15.36%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-3.01%	52W High	-34.21%	Beta	0.46
Dividend TTM	-	Quick Ratio	1.03	Sales past 5Y	2.77%	Gross Margin	54.78%	52W Low	9.73%	ATR (14)	0.62
Dividend Ex-Date	-	Current Ratio	1.70	EPS Y/Y TTM	-223.22%	Oper. Margin	4.91%	RSI (14)	44.62	Volatility	5.66% 4.34%
Employees	13300	Debt/Eq	0.69	Sales Y/Y TTM	13.23%	Profit Margin	-7.81%	Recom	1.93	Target Price	18.25
Option/Short	Yes / Yes	LT Debt/Eq	0.68	EPS Q/Q	-85.03%	Payout	-	Rel Volume	3.01	Prev Close	13.60
Sales Surprise	2.92%	EPS Surprise	-0.43%	Sales Q/Q	18.05%	Earnings	May 01 BMO	Avg Volume	496.35K	Price	14.44
SMA20	-1.72%	SMA50	-8.40%	SMA200	-11.79%	Trades		Volume	1,496,352	Change	6.18%

Date	Action	Analyst	Rating Change	Price Target Change
May-06-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$16 → $18
Jan-04-24	Downgrade	Evercore ISI	Outperform → In-line	$19 → $17
Dec-12-23	Initiated	Stifel	Hold	$16
Oct-03-23	Resumed	Evercore ISI	Outperform	$20
May-30-23	Resumed	Morgan Stanley	Equal-Weight	$20
Mar-09-23	Initiated	Needham	Hold
Dec-21-22	Initiated	Barclays	Equal Weight	$17
Sep-12-22	Initiated	H.C. Wainwright	Buy	$21
Jul-26-22	Initiated	RBC Capital Mkts	Outperform	$22
Jun-24-22	Initiated	Evercore ISI	Outperform	$21
Jun-06-22	Initiated	Citigroup	Buy
May-31-22	Initiated	Wells Fargo	Overweight	$23
May-31-22	Initiated	Morgan Stanley	Equal-Weight	$22
May-31-22	Initiated	JP Morgan	Neutral	$20
May-31-22	Initiated	Jefferies	Buy	$25
May-31-22	Initiated	Guggenheim	Buy	$24
May-31-22	Initiated	Goldman	Neutral	$22
May-31-22	Initiated	Deutsche Bank	Hold	$19
May-11-22	Initiated	Cowen	Outperform	$35

Show Previous Ratings

May-03-24 04:06PM	Bausch + Lomb Corporation (NYSE:BLCO) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:35PM	Bausch Health Companies Inc. (NYSE:BHC) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-02-24 03:03PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
May-01-24 11:54AM	BLCO Stock Earnings: Bausch & Lomb Meets EPS, Misses Revenue for Q1 2024 (InvestorPlace) -5.50%
08:33AM	Bausch & Lomb Corp (BLCO) Q1 2024 Earnings: Surpasses Revenue Estimates Amidst Net Loss Widening (GuruFocus.com)
06:58AM	Loading…
06:58AM	Bausch + Lomb Announces First-Quarter 2024 Results (Business Wire)
Apr-29-24 07:00AM	Bausch + Lomb Announces Presentation of New Data at the Association for Research in Vision and Ophthalmology Annual Meeting (Business Wire)
Apr-25-24 08:30AM	Bausch + Lomb Announces Statistically Significant Results From a Clinical Study of a Novel Daily Nutritional Supplement for Dry Eyes (Business Wire)
Apr-24-24 10:01AM	Analysts Estimate Bausch + Lomb (BLCO) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-18-24 07:00AM	Bausch + Lomb Reports More Than 84 Million Units of Contact Lenses, Lens Care and Eye Care Materials Collected Through Innovative Recycling Programs (Business Wire)
Apr-15-24 12:00PM	Bausch + Lomb Will Release First-Quarter 2024 Financial Results on May 1 (Business Wire)
Mar-27-24 07:00AM	Bausch + Lomb Will Present New Scientific Data and Analyses at the American Society of Cataract and Refractive Surgery Annual Meeting (Business Wire)
Mar-25-24 12:00PM	All You Need to Know About Bausch + Lomb (BLCO) Rating Upgrade to Buy (Zacks)
Mar-20-24 12:20PM	Surging Earnings Estimates Signal Upside for Bausch + Lomb (BLCO) Stock (Zacks)
Mar-19-24 08:50AM	Eyenovia, Inc. (NASDAQ:EYEN) Q4 2023 Earnings Call Transcript (Insider Monkey)
10:10AM	Loading…
Mar-08-24 10:10AM	Issuer Direct Corporation (AMEX:ISDR) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-28-24 08:00AM	Bausch + Lomb Announces Appointment of Karen L. Ling to Board of Directors (Business Wire)
Feb-23-24 03:05PM	Bausch + Lomb CEO Brent Saunders goes one-on-one with Jim Cramer (CNBC TV)
Feb-22-24 11:30AM	Bausch + Lomb Corporation (NYSE:BLCO) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-21-24 10:35PM	Q4 2023 Bausch + Lomb Corp Earnings Call (Thomson Reuters StreetEvents) +13.78%
07:04PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
09:30AM	Compared to Estimates, Bausch + Lomb (BLCO) Q4 Earnings: A Look at Key Metrics (Zacks)
07:36AM	Bausch + Lomb Q4 Adj. Net Income Rises (RTT News)
07:31AM	Bausch & Lomb Corp (BLCO) Reports Robust Revenue Growth Amidst Net Loss in Q4 and Full-Year 2023 (GuruFocus.com)
07:00AM	Emergent BioSolutions Appoints Industry Leader Joseph C. Papa as New President and CEO (GlobeNewswire)
06:58AM	Bausch + Lomb Announces Fourth-Quarter and Full-Year 2023 Results and Provides 2024 Guidance (Business Wire)
Feb-15-24 09:15AM	Seeking Clues to Bausch + Lomb (BLCO) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Feb-14-24 12:10PM	Will Bausch + Lomb (BLCO) Beat Estimates Again in Its Next Earnings Report? (Zacks)
10:00AM	Bausch + Lomb (BLCO) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Feb-05-24 12:00PM	Bausch + Lomb Will Release Fourth-Quarter and Full-Year 2023 Financial Results on February 21 (Business Wire)
06:54PM	Loading…
Jan-17-24 06:54PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
Jan-09-24 12:41PM	Bausch + Lomb CEO: 2024 is the biggest year of new product launches the company has ever seen (CNBC TV)
Jan-08-24 06:59AM	Bausch + Lomb Receives FDA Approval for TENEO Excimer Laser Platform for Myopia and Myopic Astigmatism LASIK Vision Correction Surgery (Business Wire)
Jan-03-24 09:00AM	Bausch + Lomb to Participate in the 42nd Annual J.P. Morgan Healthcare Conference (Business Wire)
Nov-28-23 01:25PM	Bausch + Lomb CEO Brent Saunders Pays $35.35 Million for Chers Former Miami Beach Home (The Wall Street Journal)
Nov-15-23 06:59AM	Bausch + Lomb Reports More Than 76 Million Units of Contact Lenses, Lens Care and Eye Care Materials Collected Through ONE By ONE and Biotrue Eye Care Recycling Programs (Business Wire)
Nov-03-23 11:01AM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
Nov-01-23 03:19PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
09:21AM	Bausch & Lomb Corp (BLCO) Reports Q3 2023 Earnings and Raises Full-Year Guidance (GuruFocus.com)
06:58AM	Bausch + Lomb Announces Third-Quarter 2023 Results and Raises Full-Year 2023 Guidance (Business Wire)
Oct-26-23 06:59AM	Bausch + Lomb Will Present New Scientific Data and Analyses at American Academy of Ophthalmology Annual Meeting (Business Wire)
Oct-16-23 12:00PM	Bausch + Lomb Will Release Third-Quarter 2023 Financial Results on November 1 (Business Wire)
Oct-04-23 06:59AM	Bausch + Lomb Will Present New Scientific Data and Analyses at American Academy of Optometry Annual Meeting (Business Wire)
Sep-29-23 10:15AM	Bausch Health's Bausch + Lomb Announces Completion of the Acquisition of XIIDRA(R) (ACCESSWIRE)
10:00AM	Bausch + Lomb Completes Acquisition of XIIDRA (Business Wire)
Sep-26-23 06:59AM	Bausch + Lomb Launches LUMIFY EYE ILLUMINATIONS in the United States (Business Wire)
Sep-20-23 06:59AM	Bausch + Lombs ONE by ONE and Biotrue® Eye Care Recycling Programs Recognized As Sustainability Service of the Year Award Winners (Business Wire)
Sep-19-23 08:32AM	Is the Options Market Predicting a Spike in Bausch + Lomb (BLCO) Stock? (Zacks)
Sep-18-23 11:56AM	Novartis' (NVS) Shareholders Approve Sandoz Separation (Zacks)
Sep-14-23 05:25PM	Bausch + Lomb Announces Pricing of Senior Secured Notes Offering (Business Wire)
Sep-12-23 06:59AM	Bausch + Lomb Launches MIEBO (Perfluorohexyloctane Ophthalmic Solution) in the United States (Business Wire)
Sep-11-23 08:00AM	Bausch Health's Bausch + Lomb Announces Launch of Proposed Financing for Acquisition of XIIDRA(R) (ACCESSWIRE)
07:07AM	Bausch + Lomb Announces Launch of Proposed Financing for Acquisition of XIIDRA® (Business Wire)
Sep-06-23 05:58PM	Bausch + Lomb Announces Disclosure of Historical and Pro Forma Financial Information With Respect to Acquisition of XIIDRA® (Business Wire)
06:59AM	Bausch + Lomb Will Present New Scientific Data on its Surgical Products and Pipeline at European Society of Cataract and Refractive Surgery Annual Meeting (Business Wire)
Aug-29-23 07:00AM	Bausch + Lomb Will Participate at the 2023 Wells Fargo Healthcare Conference (Business Wire)
Aug-24-23 07:00AM	Bausch + Lomb Announces Expiration of Hart-Scott-Rodino Waiting Period for Acquisition of XIIDRA® (Business Wire)
Aug-02-23 05:25PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
06:59AM	Bausch + Lomb Announces Second-Quarter 2023 Results and Raises Full-Year 2023 Revenue Outlook (Business Wire)
Aug-01-23 08:00AM	Bausch + Lomb Solidifies Leadership Team (Business Wire)
Jul-11-23 07:00AM	Bausch + Lomb Will Release Second-Quarter 2023 Financial Results on August 2 (Business Wire)
Jul-06-23 07:00AM	Bausch + Lomb Expands OTC Product Line with Acquisition of Blink® Eye Drops (Business Wire)
Jul-03-23 10:12AM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
Jun-30-23 06:48PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
08:30AM	Bausch Healths Bausch + Lomb to Acquire Novartis XIIDRA(R) (ACCESSWIRE)
08:28AM	Bausch + Lombs CEO Inks First Big Deal Since Return (The Wall Street Journal)
08:00AM	Bausch + Lomb Will Acquire XIIDRA® (Business Wire)
Jun-14-23 09:43AM	A Look At The Intrinsic Value Of Bausch + Lomb Corporation (NYSE:BLCO) (Simply Wall St.)
Jun-12-23 07:00AM	Bausch + Lomb Launches PreserVision® AREDS 2 Formula Soft Gels Plus CoQ10 in the United States (Business Wire)
Jun-08-23 07:00AM	Bausch + Lomb Announces New Scientific Data and Analyses Featuring Consumer, Vision Care and Pharmaceutical Products Will Be Presented During American Optometric Association's Optometry's Meeting (Business Wire)
Jun-06-23 07:00AM	Bausch + Lomb Launches Biotrue® Hydration Boost Contact Lens Rehydrating Drops in the United States (Business Wire)
Jun-05-23 07:00AM	Bausch + Lomb Launches Bausch + Lomb INFUSE® Multifocal Silicone Hydrogel Contact Lenses in the United States (Business Wire)
Jun-01-23 07:00AM	Bausch + Lomb Announces Key Leadership Changes (Business Wire)
May-18-23 01:56PM	Bausch + Lomb and Novaliq Announce FDA Approval of MIEBO (Perfluorohexyloctane Ophthalmic Solution) for the Treatment of the Signs and Symptoms of Dry Eye Disease (Business Wire)
08:50AM	The 6.3% return this week takes Bausch + Lomb's (NYSE:BLCO) shareholders one-year gains to 18% (Simply Wall St.)
May-08-23 06:53PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
May-03-23 06:59AM	Bausch + Lomb Announces First-Quarter 2023 Results and Provides 2023 Guidance (Business Wire)
May-01-23 07:00AM	Bausch + Lomb Releases Annual Environmental, Social and Governance Report (Business Wire)
Apr-26-23 07:00AM	Bausch + Lomb Announces the Presentation of New Scientific Data on Products and Pipeline Programs at the American Society of Cataract and Refractive Surgery Annual Meeting (Business Wire)
Apr-25-23 07:00AM	Bausch + Lomb Announces 2023 Annual Meeting of Shareholder Results (Business Wire)
Apr-24-23 07:00AM	Bausch + Lomb Announces U.S. Launch of StableVisc Cohesive Ophthalmic Viscosurgical Device and TotalVisc Viscoelastic System (Business Wire)
Apr-20-23 07:00AM	Bausch + Lomb Announces the Presentation of New Data on Products and Pipeline Programs at the Association for Research in Vision and Ophthalmology Meeting (Business Wire)
Apr-18-23 11:02AM	Lacklustre Performance Is Driving Bausch + Lomb Corporation's (NYSE:BLCO) Low P/S (Simply Wall St.)
07:00AM	Bausch + Lomb Reports More Than 65 Million Units of Contact Lens, Eye Care and Lens Care Materials Recycled Through ONE by ONE and Biotrue® Eye Care Recycling Programs (Business Wire)
Apr-17-23 07:00AM	Bausch + Lomb Will Release First-Quarter 2023 Financial Results on May 3 (Business Wire)
Apr-13-23 07:00AM	Bausch + Lomb and Heidelberg Engineering Announce the Introduction of SeeLuma Fully Digital Surgical Visualization Platform (Business Wire)
Apr-12-23 07:00AM	Bausch + Lomb Appoints Bob Bailey as Executive Vice President and Chief Legal Officer and Andrew Stewart as President, Ophthalmic Pharmaceuticals (Business Wire)
Mar-31-23 10:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Mar-29-23 04:39PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
Mar-22-23 07:00AM	Bausch + Lomb and Novaliq Announce Publication of Second Pivotal Phase 3 Data on NOV03 (Perfluorohexyloctane) in American Journal of Ophthalmology (Business Wire)
Mar-08-23 07:02PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
Feb-23-23 10:47PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
05:28AM	Bausch + Lomb Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Feb-22-23 06:59AM	Bausch + Lomb Announces Fourth-Quarter and Full-Year 2022 Results (Business Wire)
Feb-15-23 07:02PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research) +7.83%
07:30AM	Eye-Care Company Bausch + Lomb Names Brent Saunders CEO (The Wall Street Journal)
06:58AM	Bausch + Lomb Appoints Brent Saunders as Chief Executive Officer and Chair of the Board of Directors, Effective March 6, 2023 (Business Wire)
Feb-07-23 07:00AM	New Bausch + Lomb Social Media Campaign Highlights What Sights Inspire AMD Patients (Business Wire)
Feb-01-23 07:00AM	Bausch + Lomb and Modulight Announce FDA Approval of ML6710i Photodynamic Laser for Use with Bausch + Lombs VISUDYNE® (Verteporfin for Injection) (Business Wire)
Jan-23-23 07:00AM	Bausch + Lomb Will Release Fourth-Quarter and Full-Year 2022 Financial Results on February 22 (Business Wire)

Bausch + Lomb Corp. develops, manufactures, and markets eye health products. It offers over-the-counter supplements, eye care products, ophthalmic pharmaceuticals, contact lenses, lens care, ophthalmic surgical devices, and instruments. The company operates its business through three segments: Vision Care/Consumer Health Care, Ophthalmic Pharmaceuticals and Surgical. The Vision Care/Consumer Health Care segment includes both contact lens and consumer eye care businesses. The Ophthalmic Pharmaceuticals segment consists of a broad line of proprietary pharmaceutical products for post-operative treatments and treatments for a number of eye conditions, such as glaucoma, eye inflammation, ocular hypertension, dry eyes and retinal diseases. The Surgical segment consists of medical device equipment, consumables and instrumental tools and technologies for the treatment of corneal, cataracts, and vitreous and retinal eye conditions, and includes IOLs and delivery systems, phacoemulsification equipment and other surgical instruments and devices necessary for cataract surgery. Bausch + Lomb was founded by John Jacob Bausch and Henry Lomb in 1853 and is headquartered in Vaughan, Canada.

Open in Screener

KPLT

Katapult Holdings Inc

May 06 • 04:00PM ET

15.48

Dollar change +1.57
Percentage change 11.29	%

Technology • Software - Infrastructure • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

KPLT Katapult Holdings Inc daily Stock Chart

Held by: VTI VXF KRUZ

Index	-	P/E	-	EPS (ttm)	-9.03	Insider Own	44.34%	Shs Outstand	4.07M	Perf Week	28.95%
Market Cap	63.31M	Forward P/E	-	EPS next Y	-	Insider Trans	-0.46%	Shs Float	2.27M	Perf Month	52.06%
Income	-37.02M	PEG	-	EPS next Q	-	Inst Own	18.59%	Short Float	3.12%	Perf Quarter	28.15%
Sales	222.21M	P/S	0.28	EPS this Y	-	Inst Trans	-45.91%	Short Ratio	6.15	Perf Half Y	47.29%
Book/sh	-6.87	P/B	-	EPS next Y	-	ROA	-31.81%	Short Interest	0.07M	Perf Year	4.95%
Cash/sh	7.04	P/C	2.20	EPS next 5Y	-	ROE	-364.58%	52W Range	8.26 - 24.76	Perf YTD	42.14%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-39.02%	ROI	-69.68%	52W High	-37.48%	Beta	1.06
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	-6.28%	Gross Margin	28.52%	52W Low	87.41%	ATR (14)	1.19
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	6.32%	Oper. Margin	4.44%	RSI (14)	74.22	Volatility	14.03% 8.77%
Employees	90	Debt/Eq	-	Sales Y/Y TTM	4.76%	Profit Margin	-16.66%	Recom	3.00	Target Price	16.00
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-21.66%	Payout	-	Rel Volume	2.25	Prev Close	13.91
Sales Surprise	1.60%	EPS Surprise	18.12%	Sales Q/Q	16.10%	Earnings	May 15 BMO	Avg Volume	11.49K	Price	15.48
SMA20	47.25%	SMA50	28.57%	SMA200	27.43%	Trades		Volume	25,861	Change	11.29%

Date	Action	Analyst	Rating Change	Price Target Change
May-11-22	Downgrade	Loop Capital	Buy → Hold	$5 → $1
Oct-05-21	Initiated	Cantor Fitzgerald	Neutral	$6
Jul-19-21	Upgrade	Loop Capital	Hold → Buy

May-01-24 07:30AM	Katapult to Announce First Quarter 2024 Financial Results on May 15, 2024 (GlobeNewswire)
Apr-24-24 05:12PM	Katapult Holdings, Inc. Files Annual Report on Form 10-K (GlobeNewswire)
Mar-20-24 08:29PM	Fuel Me Secures $18 Million in Oversubscribed Series A to Redefine Fuel Procurement as We Know It (PR Newswire)
Mar-16-24 01:27PM	Katapult Holdings, Inc. (NASDAQ:KPLT) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-14-24 06:00AM	Katapult Grows Fourth Quarter Gross Originations by 13% Year-Over-Year; Second Highest Gross Originations Volume in Company History (GlobeNewswire) -26.74%
04:02PM	Loading…
Mar-05-24 04:02PM	Katapult to Announce Fourth Quarter and Full Year 2023 Financial Results on March 14, 2024 (GlobeNewswire)
Feb-01-24 08:00AM	Katapult Announces Double-Digit Preliminary Gross Originations and Revenue Growth for Fourth Quarter 2023 (GlobeNewswire) +9.49%
Nov-29-23 08:00AM	Grown Brilliance Integrates Katapult to Help Qualified Consumers Acquire High-Quality Diamond Jewelry (GlobeNewswire)
Nov-09-23 08:00AM	Katapult to Participate in Stephens Annual Investment Conference (GlobeNewswire)
Nov-08-23 07:00AM	Katapult Delivers 10% Year-Over-Year Revenue Growth In Third Quarter 2023 (GlobeNewswire)
Oct-25-23 08:00AM	Katapult to Announce Third Quarter 2023 Financial Results on November 8, 2023 (GlobeNewswire) -7.32%
Oct-03-23 08:00AM	Casper Chooses Katapult to Expand Consumer Access to Its Market-Leading Bedroom Products (GlobeNewswire) -8.11%
Sep-19-23 09:00AM	Sidoti Events, LLCs Virtual September Small-Cap Conference (ACCESSWIRE)
Sep-18-23 08:00AM	Katapult to Participate in Sidoti Small-Cap Conference (GlobeNewswire)
Sep-08-23 08:00AM	Katapult to Participate in H.C. Wainwright 25th Annual Global Investment Conference (GlobeNewswire)
07:00AM	Loading…
Aug-09-23 07:00AM	Katapult Announces Second Quarter 2023 Financial Results (GlobeNewswire)
Jul-26-23 04:00PM	Katapult to Announce Second Quarter 2023 Financial Results on August 9, 2023 (GlobeNewswire) +8.11%
Jul-11-23 04:45PM	Katapult Announces 1-for-25 Reverse Stock Split of Common Stock (GlobeNewswire) +5.98%
Jul-10-23 08:30AM	Katapults Mobile App Featuring Katapult Pay Gains Momentum (GlobeNewswire)
May-11-23 07:00AM	Katapult Announces First Quarter 2023 Financial Results (GlobeNewswire) +6.20%
Apr-26-23 04:00PM	Katapult to Announce First Quarter 2023 Results on May 11, 2023 (GlobeNewswire)
Mar-09-23 07:00AM	Katapult Announces Fourth Quarter 2022 Financial Results (GlobeNewswire) -20.78%
Feb-28-23 06:43AM	Daily Vickers Top Insider Picks for 02/28/2023 (Argus Research)
Feb-27-23 06:30PM	Katapult Schedules Quarterly Financial Results and Conference Call (GlobeNewswire)
06:50AM	Daily Vickers Top Insider Picks for 02/27/2023 (Argus Research)
Feb-24-23 07:17AM	Daily Vickers Top Insider Picks for 02/24/2023 (Argus Research)
Feb-23-23 07:21AM	Daily Vickers Top Insider Picks for 02/23/2023 (Argus Research)
Feb-22-23 06:56AM	Daily Vickers Top Insider Picks for 02/22/2023 (Argus Research)
Feb-21-23 07:35AM	Daily Vickers Top Insider Picks for 02/21/2023 (Argus Research)
Feb-17-23 06:27AM	Daily Vickers Top Insider Picks for 02/17/2023 (Argus Research)
07:28AM	Loading…
Feb-16-23 07:28AM	Daily Vickers Top Insider Picks for 02/16/2023 (Argus Research)
Feb-15-23 07:01AM	Daily Vickers Top Insider Picks for 02/15/2023 (Argus Research)
Feb-14-23 06:23AM	Daily Vickers Top Insider Picks for 02/14/2023 (Argus Research)
Feb-13-23 07:30AM	Daily Vickers Top Insider Picks for 02/13/2023 (Argus Research)
Feb-10-23 06:42AM	Daily Vickers Top Insider Picks for 02/10/2023 (Argus Research) -8.33%
Feb-09-23 06:51AM	Daily Vickers Top Insider Picks for 02/09/2023 (Argus Research)
Feb-08-23 06:45AM	Daily Vickers Top Insider Picks for 02/08/2023 (Argus Research)
Feb-07-23 06:46AM	Daily Vickers Top Insider Picks for 02/07/2023 (Argus Research)
Feb-06-23 06:56AM	Daily Vickers Top Insider Picks for 02/06/2023 (Argus Research)
Feb-03-23 06:32AM	Daily Vickers Top Insider Picks for 02/03/2023 (Argus Research)
Feb-02-23 06:43AM	Daily Vickers Top Insider Picks for 02/02/2023 (Argus Research)
Feb-01-23 06:14AM	Daily Vickers Top Insider Picks for 02/01/2023 (Argus Research) +5.10%
Jan-31-23 06:50AM	Daily Vickers Top Insider Picks for 01/31/2023 (Argus Research)
Jan-30-23 06:42AM	Daily Vickers Top Insider Picks for 01/30/2023 (Argus Research)
Jan-27-23 07:00AM	Daily Vickers Top Insider Picks for 01/27/2023 (Argus Research) +7.59%
Jan-26-23 06:44AM	Daily Vickers Top Insider Picks for 01/26/2023 (Argus Research) -5.51%
Jan-25-23 06:39AM	Daily Vickers Top Insider Picks for 01/25/2023 (Argus Research) -8.38%
Jan-24-23 06:48AM	Daily Vickers Top Insider Picks for 01/24/2023 (Argus Research)
Jan-23-23 06:58AM	Daily Vickers Top Insider Picks for 01/23/2023 (Argus Research) +5.94%
Jan-20-23 06:55AM	Daily Vickers Top Insider Picks for 01/20/2023 (Argus Research)
Jan-19-23 06:43AM	Daily Vickers Top Insider Picks for 01/19/2023 (Argus Research)
Jan-18-23 06:28AM	Daily Vickers Top Insider Picks for 01/18/2023 (Argus Research)
Jan-17-23 06:27AM	Daily Vickers Top Insider Picks for 01/17/2023 (Argus Research)
Jan-13-23 06:56AM	Daily Vickers Top Insider Picks for 01/13/2023 (Argus Research)
Jan-12-23 06:50AM	Daily Vickers Top Insider Picks for 01/12/2023 (Argus Research)
Jan-11-23 06:53AM	Daily Vickers Top Insider Picks for 01/11/2023 (Argus Research)
Jan-09-23 06:31AM	Daily Vickers Top Insider Picks for 01/09/2023 (Argus Research) +9.04%
Jan-06-23 06:49AM	Daily Vickers Top Insider Picks for 01/06/2023 (Argus Research)
Jan-04-23 06:54AM	Daily Vickers Top Insider Picks for 01/04/2023 (Argus Research)
Jan-03-23 06:26AM	Daily Vickers Top Insider Picks for 01/03/2023 (Argus Research) -7.50%
Dec-30-22 07:17AM	Daily Vickers Top Insider Picks for 12/30/2022 (Argus Research) +15.25%
Dec-29-22 06:51AM	Daily Vickers Top Insider Picks for 12/29/2022 (Argus Research) +11.15%
Dec-28-22 06:58AM	Daily Vickers Top Insider Picks for 12/28/2022 (Argus Research)
Dec-27-22 07:11AM	Daily Vickers Top Insider Picks for 12/27/2022 (Argus Research) -6.65%
Dec-23-22 06:32AM	Daily Vickers Top Insider Picks for 12/23/2022 (Argus Research)
Dec-22-22 06:34AM	Daily Vickers Top Insider Picks for 12/22/2022 (Argus Research)
Dec-21-22 06:46AM	Daily Vickers Top Insider Picks for 12/21/2022 (Argus Research)
Dec-20-22 08:00AM	Katapult Adds iBUYPOWER to Its Growing List of Merchant Partners (GlobeNewswire)
06:29AM	Daily Vickers Top Insider Picks for 12/20/2022 (Argus Research)
Dec-19-22 08:09AM	Daily Vickers Top Insider Picks for 12/19/2022 (Argus Research)
Nov-17-22 07:00AM	Katapult Appoints Retail Industry Veteran Nancy Walsh As New CFO (GlobeNewswire)
Nov-09-22 07:00AM	Katapult Announces Third Quarter 2022 Financial Results (GlobeNewswire) -6.86%
Nov-03-22 01:00PM	Katapult to Present at the Stephens Annual Investment Conference (GlobeNewswire)
Oct-11-22 08:00AM	Katapult Schedules Quarterly Financial Results and Conference Call (GlobeNewswire) -6.83%
Oct-06-22 08:00AM	More than Three-Quarters of Consumers with Nonprime Credit Anticipate Using Flexible Payment Options This Holiday Season, New Katapult Survey Shows (GlobeNewswire)
Sep-15-22 08:00AM	Katapult and 1StopBedrooms Partner to Provide Qualified Nonprime Consumers with Lease-Purchase Options for Home Furniture and Décor Needs (GlobeNewswire)
Sep-08-22 08:00AM	SimpleTire Offers Katapult Lease-Purchase Services to Increase Consumer Buying Power (GlobeNewswire)
Aug-09-22 07:00AM	Katapult Announces Second Quarter 2022 Financial Results (GlobeNewswire) -5.23%
Jul-22-22 08:00AM	Katapult Schedules Quarterly Financial Results and Conference Call (GlobeNewswire)
Jul-19-22 08:00AM	Katapult Hires New Chief Revenue Officer to Lead Revenue Operations and Fuel Next Stage of Companys Growth (GlobeNewswire) +7.44%
Jun-09-22 06:09AM	Trade Alert: The Independent Chairman of the Board Of Katapult Holdings, Inc. (NASDAQ:KPLT), Brian Hirsch, Has Just Spent US$226k Buying 176% More Shares (Simply Wall St.)
May-13-22 01:00PM	Katapult to Present at the Barclays Emerging Payments and Fintech Forum (GlobeNewswire) +8.80%
May-10-22 07:00AM	Katapult Announces First Quarter 2022 Financial Results (GlobeNewswire) +7.52%
May-06-22 03:22PM	Katapult Holdings (NASDAQ:KPLT) investors are sitting on a loss of 87% if they invested a year ago (Simply Wall St.)
Apr-12-22 08:00AM	Katapult Schedules Quarterly Financial Results and Annual Meeting of Stockholders (GlobeNewswire)
Apr-05-22 11:10AM	Katapult Holdings, Inc. (NASDAQ:KPLT) Shares Fly 26% But Investors Aren't Buying For Growth (Simply Wall St.) -5.81%
Mar-23-22 12:46PM	The Katapult Holdings, Inc. (NASDAQ:KPLT) Analysts Have Been Trimming Their Sales Forecasts (Simply Wall St.) +7.14%
08:00AM	Katapult Hires New VP of Strategic Partnerships and VP of Strategy (GlobeNewswire)
Mar-15-22 07:00AM	Katapult Announces Fourth Quarter 2021 Financial Results (GlobeNewswire) +6.25%
Mar-10-22 08:00AM	Katapult Adds New Chief Marketing Officer (CMO) and Chief Human Resources Officer (CHRO) to Executive Team (GlobeNewswire)
Feb-16-22 08:00AM	Poly & Bark Joins Katapults Retailer Network Which Provides Lease-Purchase Options for Non-prime Consumers (GlobeNewswire)
Feb-10-22 04:01PM	Katapult Announces Appointments of Joyce Phillips and Jane J. Thompson to Board of Directors (GlobeNewswire)
Feb-09-22 04:10PM	Katapult Schedules Quarterly Financial Results and Conference Call (GlobeNewswire)
Feb-03-22 05:38PM	Act Capital Management, Llc Buys Adtran Inc, Meta Platforms Inc, Vir Biotechnology Inc, Sells , ... (GuruFocus.com) -10.90%
Jan-10-22 07:08AM	Insiders may be rethinking their US$711k Katapult Holdings, Inc. (NASDAQ:KPLT) investment now that the company has lost US$46m in value (Simply Wall St.) -5.86%
Dec-27-21 12:15PM	SHAREHOLDER ALERT: Kaskela Law LLC Announces Investigation of Katapult Holdings, Inc. (KPLT) and Encourages Long-Term KPLT Investors to Contact the Firm (ACCESSWIRE)
Dec-22-21 07:05AM	NASDAQ: KPLT Investor Notice: Update in Lawsuit against Katapult Holdings, Inc. announced by the Shareholders Foundation (GlobeNewswire)
Dec-01-21 04:05PM	Katapult Provides Interim Update on Gross Originations (GlobeNewswire) -6.87%
Nov-23-21 08:00AM	Katapult to Present at the Stephens Annual Investment Conference (GlobeNewswire)
Nov-09-21 08:38AM	Shareholders in Katapult Holdings (NASDAQ:KPLT) are in the red if they invested a year ago (Simply Wall St.) +38.55%

Katapult Holdings, Inc. is an e-commerce focused financial technology company. The firm is engaged in the provision of e-commerce point-of-sale lease-purchase options for nonprime U.S. consumers. It offers its customers a lease purchase transaction processing system with no long-term obligation and options for ownership. The company was founded in August 2019 and is headquartered in Plano, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Chopra Chandan	Chief Technology Officer	Feb 15 '24	Option Exercise	0.00	786	0	22,473	Feb 21 05:11 PM
Medlin Derek	Chief Operating Officer	Feb 15 '24	Option Exercise	0.00	276	0	49,709	Feb 21 05:14 PM
TOWERS CHRISTOPHER	Chief Accounting Officer	Feb 15 '24	Option Exercise	0.00	197	0	11,334	Feb 21 05:17 PM
Zayas Orlando	Chief Executive Officer	Feb 15 '24	Option Exercise	0.00	919	0	129,832	Feb 21 05:20 PM
Zayas Orlando	Chief Executive Officer	Nov 29 '23	Sale	12.58	5	63	128,913	Dec 01 04:34 PM
Chopra Chandan	Chief Technology Officer	Nov 15 '23	Option Exercise	0.00	787	0	22,041	Nov 17 06:52 PM
TOWERS CHRISTOPHER	Chief Accounting Officer	Nov 15 '23	Option Exercise	0.00	197	0	11,360	Nov 17 06:48 PM
Medlin Derek	Chief Operating Officer	Nov 15 '23	Option Exercise	0.00	552	0	50,746	Nov 17 07:04 PM
Zayas Orlando	Chief Executive Officer	Nov 15 '23	Option Exercise	0.00	919	0	130,173	Nov 17 06:56 PM
Chopra Chandan	Chief Technology Officer	Nov 13 '23	Sale	12.28	2,500	30,708	21,254	Nov 13 06:16 PM
Chopra Chandan	Chief Technology Officer	Nov 10 '23	Sale	11.69	750	8,769	23,754	Nov 13 06:16 PM
Chopra Chandan	Chief Technology Officer	Nov 09 '23	Sale	12.39	1,500	18,588	24,504	Nov 13 06:16 PM
Zayas Orlando	Chief Executive Officer	Nov 09 '23	Sale	12.50	240	3,000	129,254	Nov 09 05:39 PM
Zayas Orlando	Chief Executive Officer	Nov 08 '23	Sale	12.70	3,322	42,196	129,494	Nov 09 05:39 PM
Zayas Orlando	Chief Executive Officer	Nov 07 '23	Sale	12.50	100	1,250	132,816	Nov 09 05:39 PM
Zayas Orlando	Chief Executive Officer	Sep 18 '23	Sale	12.50	15	188	132,916	Sep 20 07:57 PM
Chopra Chandan	Chief Technology Officer	Aug 15 '23	Option Exercise	0.00	787	0	26,364	Aug 17 07:07 PM
Zayas Orlando	Chief Executive Officer	Aug 15 '23	Option Exercise	0.00	919	0	134,186	Aug 17 07:12 PM
TOWERS CHRISTOPHER	Chief Accounting Officer	Aug 15 '23	Option Exercise	0.00	197	0	11,419	Aug 17 07:02 PM
Chopra Chandan	Chief Technology Officer	Jun 09 '23	Sale	0.62	15,100	9,320	442,204	Jun 13 09:27 PM
Chopra Chandan	Chief Technology Officer	Jun 07 '23	Sale	0.72	10,000	7,250	457,304	Jun 08 06:56 PM
Taragin Bruce	Director	Jun 06 '23	Option Exercise	0.00	23,810	0	237,918	Jun 08 07:51 PM
Einbinder Lee	Director	Jun 06 '23	Option Exercise	0.00	23,810	0	1,242,480	Jun 08 07:47 PM
Gayhardt Donald	Director	Jun 06 '23	Option Exercise	0.00	23,810	0	151,786	Jun 08 08:50 PM
MASTO CHRISTOPHER A	Director	Jun 06 '23	Option Exercise	0.00	23,810	0	151,786	Jun 08 08:42 PM
Hirsch Brian	Director	Jun 06 '23	Option Exercise	0.00	23,810	0	536,786	Jun 08 08:40 PM
Chopra Chandan	Chief Technology Officer	Jun 06 '23	Sale	0.59	10,000	5,950	467,304	Jun 08 06:56 PM
Chopra Chandan	Chief Technology Officer	Jun 06 '23	Sale	0.65	8,782	5,708	433,422	Jun 13 09:27 PM
Zayas Orlando	Chief Executive Officer	May 15 '23	Option Exercise	0.00	22,961	0	2,825,267	May 17 04:12 PM
TOWERS CHRISTOPHER	Chief Accounting Officer	May 15 '23	Option Exercise	0.00	4,913	0	182,985	May 17 04:13 PM
Medlin Derek	Chief Operating Officer	May 15 '23	Option Exercise	0.00	6,888	0	880,533	May 17 04:13 PM
Chopra Chandan	Chief Technology Officer	May 15 '23	Option Exercise	0.00	19,654	0	486,151	May 17 04:13 PM

Open in Screener

UHT

Universal Health Realty Income Trust

May 06 • 04:00PM ET

36.46

Dollar change +0.20
Percentage change 0.55	%

Real Estate • REIT - Healthcare Facilities • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

UHT Universal Health Realty Income Trust daily Stock Chart

Held by: IJR VNQ VTI VB IWM DIV SMDV VBK VXF IWO

Index	RUT	P/E	31.02	EPS (ttm)	1.18	Insider Own	2.24%	Shs Outstand	13.82M	Perf Week	1.70%
Market Cap	504.24M	Forward P/E	-	EPS next Y	-	Insider Trans	1.98%	Shs Float	13.52M	Perf Month	6.36%
Income	16.24M	PEG	-	EPS next Q	-	Inst Own	65.12%	Short Float	1.35%	Perf Quarter	-6.54%
Sales	97.49M	P/S	5.17	EPS this Y	-	Inst Trans	-1.60%	Short Ratio	1.64	Perf Half Y	-10.09%
Book/sh	14.21	P/B	2.57	EPS next Y	-	ROA	2.71%	Short Interest	0.18M	Perf Year	-17.08%
Cash/sh	0.56	P/C	65.49	EPS next 5Y	-	ROE	7.76%	52W Range	32.27 - 49.64	Perf YTD	-15.70%
Dividend Est.	-	P/FCF	11.60	EPS past 5Y	-8.76%	ROI	2.83%	52W High	-26.55%	Beta	0.82
Dividend TTM	2.89 (7.93%)	Quick Ratio	-	Sales past 5Y	4.68%	Gross Margin	34.76%	52W Low	12.97%	ATR (14)	0.99
Dividend Ex-Date	Mar 15, 2024	Current Ratio	-	EPS Y/Y TTM	-19.51%	Oper. Margin	36.28%	RSI (14)	58.89	Volatility	2.55% 2.64%
Employees	-	Debt/Eq	1.92	Sales Y/Y TTM	6.34%	Profit Margin	16.66%	Recom	-	Target Price	-
Option/Short	Yes / Yes	LT Debt/Eq	1.92	EPS Q/Q	18.70%	Payout	258.34%	Rel Volume	0.36	Prev Close	36.26
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	8.25%	Earnings	Feb 27 AMC	Avg Volume	110.76K	Price	36.46
SMA20	6.16%	SMA50	0.81%	SMA200	-10.97%	Trades		Volume	40,187	Change	0.55%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-21-10	Downgrade	Jefferies	Buy → Hold	$40 → $34
Jan-13-10	Initiated	Jefferies & Co	Buy	$40

Apr-24-24 05:57PM	Universal Health Realty Income Trust Reports Notable Increase in Q1 2024 Earnings (GuruFocus.com)
04:32PM	Universal Health Realty: Q1 Earnings Snapshot (Associated Press Finance)
04:16PM	UNIVERSAL HEALTH SERVICES, INC. ANNOUNCES 2024 FIRST QUARTER FINANCIAL RESULTS (PR Newswire)
04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2024 FIRST QUARTER FINANCIAL RESULTS (PR Newswire)
Mar-25-24 09:50AM	3 Dividend Stocks to Buy at a 52-Week Low in March (InvestorPlace)
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08:04AM	12 Best REIT Dividend Stocks To Buy for 2024 (Insider Monkey)
Mar-06-24 04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST ANNOUNCES DIVIDEND (PR Newswire)
Feb-27-24 05:14PM	Universal Health Realty: Q4 Earnings Snapshot (Associated Press Finance)
05:01PM	Universal Health Realty Income Trust Reports Decline in Net Income and FFO for Q4 and Full Year 2023 (GuruFocus.com)
04:20PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2023 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS (PR Newswire)
04:16PM	UNIVERSAL HEALTH SERVICES, INC. ANNOUNCES 2023 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS AND 2024 OPERATING RESULTS FORECAST (PR Newswire)
Dec-07-23 04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST ANNOUNCES DIVIDEND INCREASE (PR Newswire)
Oct-25-23 06:14PM	Universal Health Realty Income Trust (UHT) Reports Q3 2023 Financial Results (GuruFocus.com)
05:52PM	Universal Health Realty: Q3 Earnings Snapshot (Associated Press Finance)
04:20PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2023 THIRD QUARTER FINANCIAL RESULTS (PR Newswire)
04:16PM	Loading…
04:16PM	UNIVERSAL HEALTH SERVICES, INC. ANNOUNCES 2023 THIRD QUARTER FINANCIAL RESULTS (PR Newswire)
Sep-18-23 07:07AM	Universal Health Realty Income Trust: A Comprehensive Analysis of Dividend Performance (GuruFocus.com)
Sep-06-23 04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST ANNOUNCES DIVIDEND (PR Newswire)
Aug-01-23 09:00AM	Hippocratic AI Announces Founding Partner Program (GlobeNewswire)
Jul-25-23 04:48PM	Universal Health Realty: Q2 Earnings Snapshot (Associated Press Finance)
04:20PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2023 SECOND QUARTER FINANCIAL RESULTS (PR Newswire)
Jul-19-23 08:00AM	Universal Health Services Adding Oracle Health's EHR to its Behavioral Health Facilities (PR Newswire)
Jun-27-23 05:10PM	Here's How Universal Health Realty Can Afford Its 6.1% Dividend Yield (Motley Fool)
Jun-21-23 08:00PM	UHT: Lowering target price to $52.00 (Argus Research)
Jun-07-23 04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST ANNOUNCES DIVIDEND INCREASE (PR Newswire)
May-03-23 05:40PM	Dividend Champions, Contenders and Challengers List: 15 Highest Yielding Stocks (Insider Monkey)
Apr-26-23 08:00PM	UHT: Lowering target price to $48.00 (Argus Research) -5.48%
Apr-25-23 05:02PM	Universal Health Realty: Q1 Earnings Snapshot (AP Finance)
04:25PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2023 FIRST QUARTER FINANCIAL RESULTS (PR Newswire)
Apr-19-23 06:25AM	11 Best REIT Dividend Stocks (Insider Monkey)
05:06PM	Loading…
Apr-14-23 05:06PM	Why Is Universal Health Realty's Dividend So High? (Motley Fool)
Mar-13-23 01:37PM	15 Under-the-Radar High Dividend Stocks to Buy (Insider Monkey)
Mar-11-23 07:14AM	Should You Be Impressed By Universal Health Realty Income Trust's (NYSE:UHT) ROE? (Simply Wall St.)
Mar-08-23 04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST ANNOUNCES DIVIDEND (PR Newswire)
Feb-27-23 04:25PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2022 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS (PR Newswire)
Feb-18-23 08:13AM	Quite a few insiders invested in Universal Health Realty Income Trust (NYSE:UHT) last year which is positive news for shareholders (Simply Wall St.)
Dec-23-22 05:55AM	With 66% institutional ownership, Universal Health Realty Income Trust (NYSE:UHT) is a favorite amongst the big guns (Simply Wall St.)
Nov-21-22 12:13PM	3 REITs That Should Survive Dividend Cuts In A Bad Recession (Benzinga)
Nov-12-22 08:25AM	Universal Health Realty Income Trust Third Quarter 2022 Earnings: FFO per share: US$0.9 (vs US$0.92 in 3Q 2021) (Simply Wall St.)
Nov-05-22 07:00AM	3 Small-Cap Stocks That Pay Solid Dividends to Shareholders (TheStreet.com)
Oct-28-22 02:30PM	3 of the Highest Yielding Dividend Champions to Buy Now (TheStreet.com)
Oct-25-22 04:30PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2022 THIRD QUARTER FINANCIAL RESULTS (PR Newswire)
08:00AM	Edward H. Sim Named Executive Vice President, UHS and President, Acute Care Division (PR Newswire)
Oct-13-22 01:56PM	3 Attractive REITs With A Dividend Yield Over 6% (Benzinga)
Sep-11-22 08:13AM	Chairman Alan Miller Just Bought 1.4% More Shares In Universal Health Realty Income Trust (NYSE:UHT) (Simply Wall St.)
Jul-25-22 04:20PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2022 SECOND QUARTER FINANCIAL RESULTS (PR Newswire)
Jun-28-22 12:17PM	6 Dividend Stocks With Yields Over 5% to Buy in July (InvestorPlace)
09:39AM	Could The Universal Health Realty Income Trust (NYSE:UHT) Ownership Structure Tell Us Something Useful? (Simply Wall St.)
May-14-22 08:22AM	Lead Independent Trustee Robert McCadden Just Bought 50% More Shares In Universal Health Realty Income Trust (NYSE:UHT) (Simply Wall St.)
Apr-25-22 04:20PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2022 FIRST QUARTER FINANCIAL RESULTS (PR Newswire)
Feb-24-22 05:10PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2021 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS (PR Newswire)
Feb-21-22 01:09PM	Universal Health Realty Income Trust (NYSE:UHT) insiders placed bullish bets worth US$583k in the last 12 months (Simply Wall St.)
Feb-16-22 10:11AM	2 Healthcare REITs to Consider in February (Motley Fool)
Feb-02-22 05:38PM	WealthTrust Axiom LLC Buys Universal Health Realty Income Trust, ViacomCBS Inc, Ternium SA, ... (GuruFocus.com)
Jan-14-22 05:38PM	FourThought Financial, LLC Buys Northrop Grumman Corp, Lockheed Martin Corp, Xcel Energy Inc, ... (GuruFocus.com)
Jan-06-22 11:20AM	What Type Of Shareholders Make Up Universal Health Realty Income Trust's (NYSE:UHT) Share Registry? (Simply Wall St.)
Dec-02-21 07:25AM	Like Dividends? I Bet You'll Love These 2 REITs (Motley Fool)
Dec-01-21 06:53AM	Provident Healthcare Partners Advises Riverside Medical Clinic In Its Partnership With Universal Healh Services (PR Newswire)
Nov-17-21 01:42PM	The past three years for Universal Health Realty Income Trust (NYSE:UHT) investors has not been profitable (Simply Wall St.)
Oct-25-21 04:20PM	Universal Health Realty Income Trust Reports 2021 Third Quarter Financial Results (PR Newswire)
Sep-30-21 12:33PM	10 High Yield Dividend Champions (Insider Monkey)
07:00AM	3 Healthcare REITs to Buy in October (Motley Fool)
Sep-28-21 02:39PM	A Closer Look At Universal Health Realty Income Trust's (NYSE:UHT) Impressive ROE (Simply Wall St.)
Sep-10-21 05:23PM	Director Of Universal Health Realty Purchased $325.95 Thousand In Stock (Benzinga)
Aug-24-21 05:24PM	10 Best Dividend Growth Stocks to Buy Now (Insider Monkey)
Aug-13-21 06:39AM	A Universal Health Realty Income Trust (NYSE:UHT) insider increased their holdings by 183% last year (Simply Wall St.)
Jul-26-21 04:20PM	Universal Health Realty Income Trust Reports 2021 Second Quarter Financial Results (PR Newswire)
Jun-29-21 09:45AM	What Kind Of Shareholders Hold The Majority In Universal Health Realty Income Trust's (NYSE:UHT) Shares? (Simply Wall St.)
May-14-21 07:00AM	Universal Health Realty Income Trust (NYSE:UHT) Has Compensated Shareholders With A Respectable 52% Return On Their Investment (Simply Wall St.)
Apr-26-21 04:20PM	Universal Health Realty Income Trust Reports 2021 First Quarter Financial Results (PR Newswire)
Mar-30-21 08:46AM	Should You Be Excited About Universal Health Realty Income Trust's (NYSE:UHT) 12% Return On Equity? (Simply Wall St.)
Feb-25-21 04:20PM	Universal Health Realty Income Trust Reports 2020 Fourth Quarter And Full Year Financial Results (PR Newswire)
Feb-11-21 07:24AM	Who Has Been Buying Universal Health Realty Income Trust (NYSE:UHT) Shares? (Simply Wall St.)
Dec-22-20 06:40AM	Is Universal Health Realty Income Trust (NYSE:UHT) Popular Amongst Institutions? (Simply Wall St.)
Dec-15-20 10:21AM	Analyzing Universal Health Realty's Ex-Dividend Date (Benzinga)
Dec-06-20 03:13PM	3 Stocks Offering Total Returns of Up to 30% (GuruFocus.com)
Nov-04-20 11:59AM	Universal Health Realty Income Trust's (NYSE:UHT) Shareholders Are Down 52% On Their Shares (Simply Wall St.)
Oct-29-20 04:20PM	Universal Health Realty Income Trust Reports 2020 Third Quarter Financial Results (PR Newswire)
Oct-21-20 07:30AM	3 Dividend Stocks to Bankroll Your Retirement (Motley Fool)
Sep-17-20 12:06PM	Should You Be Impressed By Universal Health Realty Income Trust's (NYSE:UHT) ROE? (Simply Wall St.)
Aug-03-20 08:32AM	Alan Miller Is The Chairman of Universal Health Realty Income Trust (NYSE:UHT) And They Just Picked Up 1.2% More Shares (Simply Wall St.)
Aug-02-20 05:06PM	Weekly CEO Buys Highlight (GuruFocus.com)
Jul-27-20 04:20PM	Universal Health Realty Income Trust Reports 2020 Second Quarter Financial Results (PR Newswire)
Jun-12-20 10:54AM	This Trio of Companies Just Raised Dividends (GuruFocus.com)
Jun-03-20 06:55PM	Universal Health Realty Income Trust Announces Dividend Increase (PR Newswire)
May-07-20 09:00AM	Universal Health Realty Income Trust (NYSE:UHT) Has Gifted Shareholders With A Fantastic 139% Total Return On Their Investment (Simply Wall St.)
Apr-27-20 04:31PM	Universal Health Realty Income Trust Reports 2020 First Quarter Financial Results (PR Newswire) +5.56%
Mar-05-20 04:43AM	Healthcare REITs: A Dose of Durable Dividends (Investopedia)
Mar-04-20 04:15PM	Universal Health Realty Income Trust Announces Dividend (PR Newswire)
Feb-26-20 04:20PM	Universal Health Realty Income Trust Reports 2019 Fourth Quarter And Full Year Financial Results (PR Newswire)
Feb-07-20 02:53PM	Does Universal Health Realty Income Trust's (NYSE:UHT) CEO Pay Matter? (Simply Wall St.)
Feb-04-20 05:30AM	Japanese robot could call last orders on human bartenders (Reuters)
Dec-17-19 12:36PM	Is Universal Health Realty Income Trust's (NYSE:UHT) ROE Of 9.5% Impressive? (Simply Wall St.)
Dec-16-19 11:05AM	Beaumont Health, Universal Health Services break ground on new mental health hospital (PR Newswire)
Dec-04-19 04:30PM	Universal Health Realty Income Trust Announces Dividend Increase (PR Newswire)
Oct-25-19 06:15AM	Universal Health Realty Income Trust Reports 2019 Third Quarter Financial Results (PR Newswire)
Oct-15-19 01:39PM	If You Had Bought Universal Health Realty Income Trust (NYSE:UHT) Shares Five Years Ago You'd Have Made 127% (Simply Wall St.)
Sep-09-19 06:35AM	Is It Worth Considering Universal Health Realty Income Trust (NYSE:UHT) For Its Upcoming Dividend? (Simply Wall St.)
Sep-04-19 04:15PM	Universal Health Realty Income Trust Announces Dividend (PR Newswire)
Aug-20-19 02:29PM	What Kind Of Shareholders Own Universal Health Realty Income Trust (NYSE:UHT)? (Simply Wall St.)

Universal Health Realty Income Trust operates as a real estate investment trust. It engages in investing and leasing healthcare and human service facilities through direct ownership or joint ventures. The firm focuses on investing in acute care hospitals, behavioral health care hospitals, free-standing emergency departments, childcare centers, and medical or office buildings. The company was founded on December 24, 1986 and is headquartered in King of Prussia, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MILLER ALAN B	President, and CEO	Apr 26 '24	Buy	34.65	6,000	207,881	157,753	Apr 26 04:08 PM

Open in Screener

BLND

Blend Labs Inc

May 06 • 04:00PM ET

2.39

Dollar change +0.07
Percentage change 3.02	%

Technology • Software - Application • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VXF SCHA FINX ITOT SCHB PTEC CLDL

Index	-	P/E	-	EPS (ttm)	-0.76	Insider Own	36.54%	Shs Outstand	240.26M	Perf Week	6.22%
Market Cap	603.07M	Forward P/E	-	EPS next Y	-0.04	Insider Trans	-0.76%	Shs Float	160.13M	Perf Month	-20.60%
Income	-185.32M	PEG	-	EPS next Q	-0.07	Inst Own	25.95%	Short Float	4.39%	Perf Quarter	-11.15%
Sales	156.85M	P/S	3.84	EPS this Y	54.84%	Inst Trans	2.90%	Short Ratio	3.81	Perf Half Y	85.27%
Book/sh	-0.08	P/B	-	EPS next Y	78.21%	ROA	-57.51%	Short Interest	7.03M	Perf Year	310.37%
Cash/sh	0.54	P/C	4.40	EPS next 5Y	-	ROE	-356.63%	52W Range	0.53 - 3.40	Perf YTD	-6.27%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-19.48%	ROI	-146.99%	52W High	-29.81%	Beta	1.10
Dividend TTM	-	Quick Ratio	5.35	Sales past 5Y	50.17%	Gross Margin	51.73%	52W Low	352.14%	ATR (14)	0.22
Dividend Ex-Date	-	Current Ratio	5.35	EPS Y/Y TTM	76.98%	Oper. Margin	-83.70%	RSI (14)	44.46	Volatility	11.37% 7.80%
Employees	881	Debt/Eq	-	Sales Y/Y TTM	-33.31%	Profit Margin	-118.15%	Recom	2.43	Target Price	3.05
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	63.10%	Payout	-	Rel Volume	0.99	Prev Close	2.32
Sales Surprise	-3.87%	EPS Surprise	19.91%	Sales Q/Q	-15.62%	Earnings	May 08 AMC	Avg Volume	1.85M	Price	2.39
SMA20	-3.88%	SMA50	-12.23%	SMA200	23.56%	Trades		Volume	1,835,067	Change	3.02%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-20-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$1.50 → $3.50
Nov-14-22	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$2.25
Jul-25-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$4 → $2.75
Jul-07-22	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
May-25-22	Initiated	Compass Point	Neutral	$4.20
Apr-04-22	Downgrade	William Blair	Outperform → Mkt Perform
Apr-01-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$11 → $5
Apr-01-22	Downgrade	Piper Sandler	Overweight → Neutral	$10 → $5.50
Apr-01-22	Downgrade	Canaccord Genuity	Buy → Hold	$28 → $5
Mar-21-22	Downgrade	Truist	Buy → Hold	$7.50
Feb-14-22	Initiated	Keefe Bruyette	Mkt Perform	$11.75
Aug-10-21	Initiated	William Blair	Outperform
Aug-10-21	Initiated	Wells Fargo	Overweight	$24
Aug-10-21	Initiated	UBS	Neutral	$20
Aug-10-21	Initiated	Truist	Buy	$24
Aug-10-21	Initiated	Piper Sandler	Overweight	$24
Aug-10-21	Initiated	KeyBanc Capital Markets	Overweight	$25
Aug-10-21	Initiated	Goldman	Buy	$30
Aug-10-21	Initiated	Canaccord Genuity	Buy	$28

Show Previous Ratings

May-01-24 08:05AM	Blend to Announce First Quarter 2024 Financial Results on May 8, 2024 (Business Wire) -6.12%
Apr-30-24 07:31AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday (InvestorPlace) +8.89%
Apr-29-24 04:05PM	Blend Labs Announces Strategic Partnership with Haveli Investments, including $150 Million Investment (Business Wire) -9.27%
Apr-16-24 08:05AM	Michigan Schools and Government Credit Union Selects Blend to Evolve its Digital Lending Experience (Business Wire)
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10:24AM	Loading…
Mar-20-24 10:24AM	Blend Labs, Inc. (NYSE:BLND) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-19-24 08:05AM	Randolph-Brooks Federal Credit Union Selects Blend to Transform its Loan Origination Experience (Business Wire) +5.18%
Mar-15-24 07:56PM	UPDATING and REPLACING Blend Announces Fourth Quarter and Full Year 2023 Financial Results (Business Wire) +19.57%
08:30AM	Q4 2023 Blend Labs Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-14-24 08:54PM	BLND Stock Earnings: Blend Labs Meets EPS, Misses Revenue for Q4 2023 (InvestorPlace) -9.96%
05:32PM	Blend Labs Inc (BLND) Reports Notable Operating Loss Improvement and Revenue Growth Amid Market ... (GuruFocus.com)
05:18PM	Blend Labs: Q4 Earnings Snapshot (Associated Press Finance)
04:21PM	Blend Announces Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Mar-13-24 02:04PM	Blend to Announce Fourth Quarter and Full Year 2023 Financial Results on March 14, 2024 (Business Wire) -13.29%
Feb-26-24 09:39AM	Margin Calls, Lawsuits Squeeze Wealth of Leveraged Executives (Bloomberg) +6.28%
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Jan-04-24 08:05AM	Blends Soft Credit Functionality Supports Fannie Maes Desktop Underwriter Early Assessment Enhancement (Business Wire)
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Nov-28-23 08:05AM	Blend Named a Leader in Two IDC MarketScape Reports for North American Consumer Lending (Business Wire)
Nov-08-23 10:42AM	Blend Labs, Inc. (NYSE:BLND) Q3 2023 Earnings Call Transcript (Insider Monkey) -7.43%
07:37AM	Q3 2023 Blend Labs Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-07-23 06:30PM	Blend Labs (BLND) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
04:25PM	Blend Labs: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Blend Announces Third Quarter 2023 Financial Results (Business Wire)
Oct-24-23 08:05AM	Blend to Announce Third Quarter 2023 Financial Results on November 7, 2023 (Business Wire)
Oct-16-23 08:05AM	Blend Launches Lower-Cost Offering for Retail Independent Mortgage Banks (Business Wire) +13.33%
Oct-10-23 08:05AM	Blend Partners with MeridianLink to Deliver a More Streamlined Digital Lending Experience (Business Wire)
Sep-28-23 09:30AM	Blend uses generative AI to give you a personalized clothing guide (TechCrunch) +10.74%
Sep-26-23 06:28PM	As mortgage biz suffers, Blend sees unified banking platform as the key to growth (HousingWire) -6.72%
12:35PM	Mortgage tech firm Blend beefs up income verification capabilities (HousingWire)
08:05AM	Loading…
08:05AM	Blend Income Expands Verification Coverage through New Assets-Derived Income Capability (Business Wire)
Sep-20-23 12:28PM	15 Best Affordable Stocks To Buy Under $5 (Insider Monkey)
Sep-05-23 08:05AM	Blend to Hold Its Investor Day on September 26, 2023 (Business Wire)
Aug-22-23 07:00PM	Blend to Participate in the Goldman Sachs Communacopia & Technology Conference (Business Wire)
Aug-18-23 09:55AM	Blend Labs (BLND) Could Find a Support Soon, Here's Why You Should Buy the Stock Now (Zacks)
Aug-10-23 07:49PM	Blend cuts workforce by 19% amid anemic mortgage lending (American City Business Journals) +17.21%
08:46AM	Q2 2023 Blend Labs Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-09-23 07:30PM	Blend Labs (BLND) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:50PM	Blend Labs (BLND) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:44PM	Blend Labs: Q2 Earnings Snapshot (AP Finance)
04:05PM	Blend Announces Second Quarter 2023 Financial Results (Business Wire)
Jul-26-23 04:05PM	Blend to Announce Second Quarter 2023 Financial Results on August 9, 2023 (Business Wire)
Jul-21-23 09:32AM	Investors in Blend Labs (NYSE:BLND) have unfortunately lost 57% over the last year (Simply Wall St.)
Jul-18-23 09:00AM	PRMG Increases Application Conversions and Reduces Costs with Blends Soft Credit Functionality (Business Wire) +12.31%
Jun-13-23 09:00AM	Blend Labs Further Expands Mortgage Customer Base After Nations Lending Chooses Blends Mortgage Suite To Streamline Originations (ACCESSWIRE) +6.93%
Jun-01-23 04:01PM	Blend to Participate in the Piper Sandler Global Exchange & Fintech Conference (Business Wire)
May-25-23 09:00AM	Nations Lending Chooses Blend to Streamline the Mortgage Origination Process (Business Wire)
May-23-23 09:00AM	Blend Announces Availability of Soft Credit Functionality (Business Wire)
May-11-23 09:00AM	Composable Tech Is Growing At An Estimated 50.4% Annually - This Fintech Is Aiming To Capture More Of That Market With Its New Composable Origination Tech (ACCESSWIRE) +10.49%
May-09-23 06:55PM	Blend Labs (BLND) Reports Q1 Loss, Tops Revenue Estimates (Zacks) +10.78%
05:51PM	Blend Labs: Q1 Earnings Snapshot (AP Finance)
04:05PM	Blend Announces First Quarter 2023 Financial Results (Business Wire)
May-05-23 02:18PM	NFT Lending Platform Blend Sparks Concerns Over Ecosystem Liquidity (CoinDesk) +8.24%
May-04-23 04:45PM	Blend Receives Continued Listing Standard Notice from NYSE (Business Wire) +5.81%
07:23AM	Blend Labs, Inc.'s (NYSE:BLND) latest 20% decline adds to one-year losses, institutional investors may consider drastic measures (Simply Wall St.)
May-03-23 09:00AM	Banks Risk Losing Deposits In The Great Wealth Transfer As Millennials Flock To Digital Financial Services - Blend Is Helping Them Get Younger Customers Back (ACCESSWIRE)
Apr-26-23 04:05PM	Blend to Announce First Quarter 2023 Financial Results on May 9, 2023 (Business Wire)
Apr-25-23 09:00AM	Atlantic Coast Mortgage Streamlines eClosings with Blend (Business Wire) -5.61%
Mar-28-23 08:00AM	National MI Integrates with Blend (GlobeNewswire)
Mar-27-23 09:00AM	Navy Federal Credit Union Selects Blend to Power Deposit Accounts (Business Wire) -6.13%
Mar-24-23 06:19AM	Need To Know: The Consensus Just Cut Its Blend Labs, Inc. (NYSE:BLND) Estimates For 2023 (Simply Wall St.)
Mar-20-23 09:03PM	Blend Labs, Inc. (NYSE:BLND) Q4 2022 Earnings Call Transcript (Insider Monkey) -8.39%
Mar-19-23 08:26AM	Blend Labs, Inc. (NYSE:BLND) Consensus Forecasts Have Become A Little Darker Since Its Latest Report (Simply Wall St.)
Mar-18-23 08:23AM	Blend Labs Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Mar-16-23 05:35PM	Blend Labs (BLND) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
04:05PM	Blend Announces Fourth Quarter and Full Year 2022 Financial Results (Business Wire)
Mar-13-23 11:31AM	SVB Collapse Exposes More Vulnerabilities Among Recent IPOs (Bloomberg)
Mar-09-23 04:05PM	Blend to Announce Fourth Quarter and Full Year 2022 Financial Results on March 16, 2023 (Business Wire)
Feb-11-23 08:00AM	Blend Labs (NYSE:BLND) shareholders have endured a 81% loss from investing in the stock a year ago (Simply Wall St.)
Feb-02-23 08:47AM	KeyBank Leverages Blend to Deliver Digital Mortgage Application Process for Clients (PR Newswire) +19.65%
Jan-25-23 08:00AM	Half Of Consumers Wish Banks Were More Proactive About Delivering Relevant Advice and ProductsBlend Says Its Cloud Banking Software Makes That Possible (News Direct)
Jan-11-23 03:35PM	Fintech Blend Labs sheds hundreds in second major layoff in six months (American City Business Journals)
Jan-10-23 04:05PM	Blend Announces Strategic and Financial Initiatives to Achieve Path to Profitability (Business Wire)
Dec-19-22 09:00AM	Mountain America Credit Union to Offer Instant Home Equity With Blend (Business Wire) -13.99%
Nov-10-22 06:25PM	Blend Labs (BLND) Reports Q3 Loss, Tops Revenue Estimates (Zacks) +16.58%
04:05PM	Blend Announces Third Quarter 2022 Financial Results (Business Wire)
01:28PM	Blend Is Building a Future Where Proactive Finance Revives the Primary Banking Relationship (News Direct)
Nov-07-22 08:00AM	Blend to Announce Third Quarter 2022 Financial Results on November 10, 2022 (Business Wire)
Nov-03-22 05:55PM	Appian (APPN) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
Oct-24-22 06:34AM	With 43% ownership, Blend Labs, Inc. (NYSE:BLND) has piqued the interest of institutional investors (Simply Wall St.)
Oct-12-22 08:00AM	Homeowners Gained $60,200 In Equity On Average This Year Blends New Digitized Home Equity Lending Software Will Make Accessing That Easier Than Ever (News Direct) -12.11%
Sep-27-22 12:51PM	PNC partners with Blend to transform digital mortgage application process (American City Business Journals) +5.14%
Sep-19-22 08:21AM	Top 6 Stock Picks of Dennis Hongs ShawSpring Partners (Insider Monkey)
Sep-06-22 10:46AM	Top 10 Stock Picks of Joshua Kushners Thrive Capital (Insider Monkey)
09:01AM	Blend Hires Former ServiceNow, Snowflake Executive As New Head of Revenue (Business Wire)
Aug-25-22 09:00AM	Blend Launches Revolutionary Automated Instant Home Equity Product (Business Wire) +5.35%
Aug-16-22 05:40PM	S.F. fintech Blend makes another big layoff as mortgage market slammed (American City Business Journals) +28.62%
03:24PM	Why Blend Labs Stock Exploded Higher Tuesday Morning (Motley Fool)
01:30AM	Blend Labs, Inc. (BLND) Q2 2022 Earnings Call Transcript (Motley Fool)
Aug-15-22 05:55PM	Blend Labs (BLND) Reports Q2 Loss, Tops Revenue Estimates (Zacks) -9.21%
04:05PM	Blend Announces Second Quarter 2022 Financial Results (Business Wire)
Aug-10-22 04:25PM	High Inflation is Crushing These 10 Stocks (Insider Monkey) +7.85%
Aug-08-22 04:30PM	Blend to Announce Second Quarter 2022 Financial Results on August 15, 2022 (Business Wire) +9.12%
Aug-01-22 07:27AM	Investors one-year losses grow to 85% as the stock sheds US$93m this past week (Simply Wall St.)
Jul-21-22 05:05AM	5 Top Tech Stocks Under $20 Per Share (Motley Fool)
Jun-01-22 05:05PM	Blend to Participate in the 42nd Annual William Blair Growth Stock Conference (Business Wire)
May-16-22 12:14PM	Is Blend Labs, Inc.'s (NYSE:BLND) Shareholder Ownership Skewed Towards Insiders? (Simply Wall St.) -7.61%
May-13-22 01:30AM	Blend Labs, Inc. (BLND) Q1 2022 Earnings Call Transcript (Motley Fool) +20.66%
May-12-22 04:05PM	Blend Announces First Quarter 2022 Financial Results (Business Wire) +5.54%
May-11-22 08:46AM	Why Blend Labs (BLND) Might Surprise This Earnings Season (Zacks)

Blend Labs, Inc. engages in the provision of a cloud-based software platform for financial services firms that is designed to power the end-to-end consumer journey for banking products. It operates through the Blend Platform and Title365 segments. The company was founded by Nima Ghamsari, Rosco Hill, Eugene Marinelli, and Erin James Collard on April 17, 2012 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ghamsari Nima	HEAD OF BLEND	Apr 24 '24	Sale	2.45	100,807	247,340	0	Apr 26 04:05 PM
Jafari Amir	HEAD OF FINANCE AND ADMIN.	Apr 12 '24	Buy	2.65	6,265	16,588	402,716	Apr 15 04:05 PM
Ghamsari Nima	HEAD OF BLEND	Mar 22 '24	Sale	2.99	81,700	244,291	34,774	Mar 25 04:05 PM
Jafari Amir	HEAD OF FINANCE AND ADMIN.	Mar 13 '24	Buy	3.00	5,555	16,665	396,451	Mar 14 04:05 PM
Ghamsari Nima	HEAD OF BLEND	Feb 23 '24	Sale	2.23	112,108	250,247	116,474	Feb 27 04:10 PM
Jafari Amir	HEAD OF FINANCE AND ADMIN.	Feb 13 '24	Buy	2.61	6,051	15,777	81,610	Feb 15 04:05 PM
Ghamsari Nima	Head of Blend	Jan 24 '24	Sale	2.52	97,657	245,939	0	Jan 26 04:01 PM
Jafari Amir	Head of Finance and Admin.	Jan 12 '24	Buy	2.43	7,002	16,981	75,559	Jan 17 08:36 PM
Ghamsari Nima	Head of Blend	Dec 22 '23	Sale	2.35	111,608	261,816	0	Dec 26 05:10 PM
Jafari Amir	Head of Finance and Admin.	Dec 13 '23	Buy	2.00	8,547	17,085	68,557	Dec 15 04:01 PM
Ghamsari Nima	Head of Blend	Nov 30 '23	Sale	1.29	249,999	321,288	41,755	Dec 01 04:02 PM
Jafari Amir	Head of Finance and Admin.	Nov 13 '23	Buy	1.22	12,610	15,350	41,103	Nov 13 07:25 PM
Jafari Amir	Head of Finance and Admin.	Oct 13 '23	Buy	1.21	14,124	17,141	28,493	Oct 17 04:08 PM
Ghamsari Nima	Head of Blend	Sep 29 '23	Sale	1.37	111,940	152,843	0	Oct 03 06:50 PM
Jafari Amir	Head of Finance and Admin.	Sep 14 '23	Buy	1.19	14,369	17,125	14,369	Sep 15 04:13 PM
Ghamsari Nima	Head of Blend	Jul 31 '23	Sale	1.32	114,504	151,214	0	Aug 02 04:05 PM
Ghamsari Nima	Head of Blend	Jun 30 '23	Sale	0.96	153,531	147,344	0	Jul 05 04:16 PM
Ghamsari Nima	Head of Blend	May 31 '23	Sale	0.95	151,316	144,461	0	Jun 02 04:08 PM

Open in Screener

ZONE

CleanCore Solutions, Inc.

May 06 • 04:00PM ET

3.17

Dollar change -0.01
Percentage change -0.16	%

Industrials • Pollution & Treatment Controls • USA • AMEX

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

ZONE CleanCore Solutions, Inc. daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-0.20	Insider Own	70.33%	Shs Outstand	7.96M	Perf Week	-0.78%
Market Cap	25.28M	Forward P/E	-	EPS next Y	-	Insider Trans	2.75%	Shs Float	2.11M	Perf Month	-
Income	-1.60M	PEG	-	EPS next Q	-	Inst Own	-	Short Float	-	Perf Quarter	-
Sales	1.70M	P/S	14.87	EPS this Y	-886.50%	Inst Trans	-	Short Ratio	-	Perf Half Y	-
Book/sh	-	P/B	-	EPS next Y	-	ROA	-26.30%	Short Interest	-	Perf Year	-
Cash/sh	0.00	P/C	-	EPS next 5Y	-	ROE	-100.10%	52W Range	2.93 - 4.24	Perf YTD	-9.29%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-103.10%	52W High	-25.12%	Beta	-
Dividend TTM	-	Quick Ratio	0.20	Sales past 5Y	-	Gross Margin	39.50%	52W Low	8.36%	ATR (14)	0.50
Dividend Ex-Date	-	Current Ratio	0.40	EPS Y/Y TTM	-	Oper. Margin	-78.80%	RSI (14)	-	Volatility	9.18% -
Employees	7	Debt/Eq	2.91	Sales Y/Y TTM	-	Profit Margin	-96.80%	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	0.00	EPS Q/Q	91.90%	Payout	-	Rel Volume	0.06	Prev Close	3.18
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	-62.50%	Earnings	-	Avg Volume	270.22K	Price	3.17
SMA20	-0.63%	SMA50	-0.63%	SMA200	-0.63%	Trades		Volume	16,675	Change	-0.16%

May-02-24 09:00AM	CleanCore Solutions Applauds Recent Bans and Restrictions on PFAS 'Forever Chemicals' (GlobeNewswire)
May-01-24 09:00AM	CleanCore Solutions Expands Relationship with Harry Reid International Airport with Installation of Additional Power Caddy Units Following Successful Pilot (GlobeNewswire)
Apr-30-24 02:30PM	CleanCore Solutions, Inc. Announces Closing of Initial Public Offering (GlobeNewswire)
Apr-29-24 09:00AM	CleanCore Solutions, Inc. Provides Corporate Update and Announces the Appointment of Leading Industry, Capital Markets and Corporate Finance Veterans to the Board of Directors (GlobeNewswire) -8.57%
Apr-26-24 08:45AM	CleanCore Solutions, Inc. Announces Pricing of Initial Public Offering and NYSE American Listing (GlobeNewswire)

CleanCore Solutions, Inc. engages in developing, manufacturing, and selling cleaning products that produces pure aqueous ozone for professional, industrial, and home use. The company's product includes fill station, power caddy, and power minicaddy, ice treatment machine, commercial laundry, and residential laundry. It offers products and solutions that are marketed for janitorial and sanitation, ice machine cleaning, laundry, and industrial industries. CleanCore Solutions, Inc. was formerly known as CC Acquisition Corp. and changed its name to CleanCore Solutions, Inc. in November 2022. The company was incorporated in 2022 and is based in Omaha, Nebraska.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Adams Clayton	10% Owner	Apr 30 '24	Buy	3.10	5,000	15,500	470,000	May 02 05:53 PM
Adams Clayton	10% Owner	Apr 26 '24	Buy	4.01	145,000	581,450	465,000	Apr 26 04:05 PM

Open in Screener

TGAN

Transphorm Inc

May 06 • 04:00PM ET

4.89

Dollar change +0.01
Percentage change 0.20	%

Technology • Semiconductor Equipment & Materials • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI IWM VXF IWO VTWO IWC ARB VTWG VTHR URTY

Index	RUT	P/E	-	EPS (ttm)	-0.70	Insider Own	62.09%	Shs Outstand	57.05M	Perf Week	1.24%
Market Cap	309.44M	Forward P/E	-	EPS next Y	-	Insider Trans	-0.09%	Shs Float	23.99M	Perf Month	-0.61%
Income	-41.70M	PEG	-	EPS next Q	-	Inst Own	21.47%	Short Float	3.40%	Perf Quarter	0.62%
Sales	18.75M	P/S	16.50	EPS this Y	-	Inst Trans	0.56%	Short Ratio	4.02	Perf Half Y	90.27%
Book/sh	0.29	P/B	16.93	EPS next Y	-	ROA	-81.48%	Short Interest	0.82M	Perf Year	46.85%
Cash/sh	0.13	P/C	38.92	EPS next 5Y	20.00%	ROE	-143.72%	52W Range	1.94 - 4.96	Perf YTD	33.97%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-65.07%	ROI	-205.91%	52W High	-1.41%	Beta	0.44
Dividend TTM	-	Quick Ratio	0.88	Sales past 5Y	15.09%	Gross Margin	18.73%	52W Low	152.06%	ATR (14)	0.06
Dividend Ex-Date	-	Current Ratio	1.69	EPS Y/Y TTM	-44.18%	Oper. Margin	-162.84%	RSI (14)	57.94	Volatility	0.90% 1.24%
Employees	126	Debt/Eq	0.13	Sales Y/Y TTM	2.79%	Profit Margin	-222.34%	Recom	3.00	Target Price	5.10
Option/Short	No / Yes	LT Debt/Eq	0.11	EPS Q/Q	-10.95%	Payout	-	Rel Volume	0.62	Prev Close	4.88
Sales Surprise	-24.27%	EPS Surprise	-70.67%	Sales Q/Q	3.94%	Earnings	Feb 20 AMC	Avg Volume	202.49K	Price	4.89
SMA20	0.98%	SMA50	0.59%	SMA200	35.51%	Trades		Volume	124,554	Change	0.20%

Apr-24-24 08:30AM	Transphorm and Weltrend Semiconductor Release New Integrated GaN System-in-Packages (Business Wire)
Feb-20-24 04:05PM	Transphorm Announces Fiscal 2024 Third Quarter Results and Provides Business Update (Business Wire)
Feb-06-24 08:30AM	Transphorm at APEC 2024: SuperGaN Innovation for Low to High Power Applications (Business Wire)
Jan-29-24 11:01PM	SHAREHOLDER NOTICE: Halper Sadeh LLC Investigates JNPR, TGAN, HMST (PR Newswire)
Jan-24-24 09:45AM	SHAREHOLDER NOTICE: Halper Sadeh LLC Investigates WAVD, CERE, TGAN (GlobeNewswire)
02:45PM	Loading…
Jan-23-24 02:45PM	SHAREHOLDER NOTICE: Halper Sadeh LLC Investigates HARP, JNPR, TGAN (PR Newswire)
Jan-18-24 11:13AM	Kuehn Law Encourages ROVR, JNPR, HMST and TGAN Investors to Contact Law Firm (PR Newswire)
Jan-17-24 08:30AM	Transphorm Announces Two 4-Lead TO-247 Devices, Expanding Product Portfolio for High Power Server, Renewable, Industrial Power Conversion (Business Wire)
Jan-16-24 04:05PM	Transphorm to Present at the 26th Annual Needham Growth Conference (Business Wire)
Jan-11-24 10:24PM	Renesas to acquire GaN supplier Transphorm for US$339 million (DigiTimes) +25.86%
01:00AM	Renesas to Acquire Transphorm to Expand its Power Portfolio with GaN Technology (Business Wire)
Dec-14-23 08:30AM	Transphorm and Weltrend Semiconductors New GaN System-In-Package Delivers Competitive Advantage by Supporting Multiple Power Levels (Business Wire) +5.65%
Nov-30-23 08:30AM	Transphorm Releases Two Battery Charger Reference Designs Ideal for Two- and Three-Wheeled Electric Vehicles (Business Wire) +6.16%
Nov-15-23 10:43PM	Transphorm seeking sale or merger (DigiTimes)
08:30AM	Transphorm and Allegro MicroSystems Team Up to Increase GaN Power System Performance for High Power Applications (Business Wire)
04:05PM	Loading…
Nov-09-23 04:05PM	Transphorm Announces Fiscal 2024 Second Quarter Results and Provides Business Update (Business Wire)
Oct-26-23 08:30AM	Transphorms Top-Side Cooled TOLT FET Delivers Superior Thermal and Electrical Performance for Computing, AI, Energy, and Automotive Power Systems (Business Wire)
08:30AM	Transphorm to Announce Fiscal 2024 Second Quarter Results and Business Update Call on November 9th at 5:00pm ET (Business Wire)
Oct-10-23 08:30AM	Transphorms TOLL FETs Position GaN as Optimal Devices for Power Hungry AI Applications (Business Wire)
Sep-06-23 06:55AM	New Transphorm White Paper: Normally-Off D-Mode GaN Advantages Vs. Normally-Off E-Mode GaN (Business Wire)
Aug-28-23 11:30PM	Transphorm at electronica India 2023: High Voltage SuperGaN Solutions Boosting Electric Vehicle Performance (Business Wire)
Aug-24-23 08:30AM	Transphorms GaN Powers Worlds First Integrated Microinverter PV Systems by DAH Solar Co., Ltd. (Business Wire)
Aug-22-23 04:05PM	Transphorm to Participate in Upcoming Semiconductor Conferences (Business Wire)
Aug-14-23 04:05PM	Transphorm Announces Fiscal 2024 First Quarter Results and Provides Business Update (Business Wire)
Aug-09-23 08:30AM	Transphorms GaN First to Hit Short Circuit Robustness Milestone Key to Motor Drive Applications (Business Wire)
Aug-07-23 04:05PM	Transphorm to Announce Fiscal 2024 First Quarter Results and Business Update Call on August 14th at 5:00 p.m. ET (Business Wire)
08:30AM	Transphorm to Present at the Canaccord Genuity 43rd Annual Growth Conference (Business Wire)
Jul-25-23 08:30AM	Transphorm Announces Results of Rights Offering (Business Wire)
Jul-06-23 08:30AM	Transphorm Confirms Gallium Nitride Materials Sources Are Secure (Business Wire) -8.56%
Jul-05-23 09:00AM	Transphorm Announces Commencement of Rights Offering (Business Wire)
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Jun-27-23 04:30PM	Transphorm Announces Fiscal 2023 Fourth Quarter and Year End Financial Results and Provides Business Update (Business Wire)
Jun-20-23 08:30AM	Transphorm to Announce Fiscal 2023 Fourth Quarter and Full Year Financial Results and Business Update Call on June 27th at 5:00pm ET (Business Wire)
Jun-16-23 10:55PM	Transphorm Announces Rights Offering for Common Stock (Business Wire)
Jun-08-23 08:30AM	Transphorm Announces Low-Cost Driver Solution for SuperGaN FETs (Business Wire)
Jun-01-23 08:30AM	Transphorm to Participate in GaN Panel at Stifel 2023 Cross Sector Insight Conference (Business Wire)
May-23-23 09:00AM	Transphorm Wins $15 Million Contract from the National Security Technology Accelerator (Business Wire)
May-15-23 08:30AM	Transphorm Announces Appointment of Company Co-founders as Chief Executive Officer and Board Chair (Business Wire)
May-08-23 08:30AM	Simulation Model of Industrys First 1200 V GaN-on-Sapphire Device Released by Transphorm (Business Wire)
May-03-23 08:30AM	Transphorm to Attend the 8th Annual Oppenheimer Emerging Growth Conference on May 11th, 2023 (Business Wire)
Apr-27-23 08:30AM	Transphorm Introduces Six SuperGaN FETs Pin-to-Pin Compatible With e-mode Devices (Business Wire)

Transphorm, Inc. is a semiconductor company, which engages in the development of wide-bandgap gallium nitride (GaN) power electronic products. The company was founded by Umesh K. Mishra and Primit A. Parikh in 2007 and is headquartered in Goleta, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MCFARLAND KATHARINA G.	Director	Apr 24 '24	Sale	4.85	840	4,074	85,319	Apr 26 04:05 PM
Smales Kelly	Director	Apr 24 '24	Sale	4.85	475	2,304	73,673	Apr 26 04:05 PM
Smales Kelly	Director	Apr 04 '24	Sale	4.90	766	3,753	72,792	Apr 05 04:05 PM
Parikh Primit	PRESIDENT AND CEO	Feb 29 '24	Sale	4.80	6,000	28,806	489,310	Mar 04 04:06 PM
MCFARLAND KATHARINA G.	Director	Feb 28 '24	Sale	4.81	3,996	19,225	83,759	Mar 01 04:05 PM
Smales Kelly	Director	Feb 28 '24	Sale	4.81	3,996	19,225	73,558	Mar 01 04:05 PM
MCFARLAND KATHARINA G.	Director	Jan 24 '24	Sale	4.82	833	4,015	87,755	Jan 26 04:03 PM
Smales Kelly	Director	Jan 24 '24	Sale	4.82	471	2,271	77,554	Jan 26 04:04 PM
Smales Kelly	Director	Jan 04 '24	Sale	3.90	766	2,987	76,680	Jan 05 07:52 PM
Smales Kelly	Director	Jan 02 '24	Sale	3.61	2,187	7,895	77,446	Jan 03 06:19 PM
MCFARLAND KATHARINA G.	Director	Nov 22 '23	Sale	2.70	3,995	10,798	86,208	Nov 27 08:23 PM
Smales Kelly	Director	Nov 22 '23	Sale	2.63	3,995	10,499	79,633	Nov 27 08:24 PM
MCFARLAND KATHARINA G.	Director	Nov 20 '23	Sale	3.01	3,515	10,580	90,203	Nov 21 04:34 PM
Smales Kelly	Director	Nov 20 '23	Sale	2.89	656	1,895	83,628	Nov 21 04:31 PM
Smales Kelly	Director	Nov 17 '23	Sale	2.82	3,227	9,094	84,284	Nov 21 04:31 PM
Mishra Umesh	Chief Technology Officer	Jul 21 '23	Option Exercise	3.30	7,500	24,750	191,924	Jul 25 06:30 PM
Parikh Primit	President and CEO	Jul 21 '23	Option Exercise	3.30	3,100	10,230	222,159	Jul 25 06:31 PM
McAulay Cameron	Chief Financial Officer	Jul 21 '23	Option Exercise	3.30	3,031	10,002	84,634	Jul 25 06:29 PM
MCFARLAND KATHARINA G.	Director	Jul 21 '23	Option Exercise	3.30	3,014	9,946	38,014	Jul 25 06:29 PM
Humphreys Michael Julian	Director	Jul 21 '23	Option Exercise	3.30	1,675	5,528	36,675	Jul 25 06:28 PM
Smales Kelly	Director	Jul 21 '23	Option Exercise	3.30	1,173	3,871	36,173	Jul 25 06:31 PM
KKR Phorm Investors L.P.	10% Owner	Jul 21 '23	Buy	3.30	1,735,988	5,728,760	24,411,968	Jul 25 04:28 PM

Open in Screener

TRV

Travelers Companies Inc.

May 06 • 04:00PM ET

215.91

Dollar change +2.06
Percentage change 0.96	%

Financial • Insurance - Property & Casualty • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

TRV Travelers Companies Inc. daily Stock Chart

Held by: VTI VOO IVV VTV JEPI VIG USMV VYM IWD RSP

Index	DJIA, S&P 500	P/E	16.04	EPS (ttm)	13.46	Insider Own	0.43%	Shs Outstand	228.20M	Perf Week	1.41%
Market Cap	49.44B	Forward P/E	10.31	EPS next Y	20.94	Insider Trans	-24.93%	Shs Float	228.00M	Perf Month	-6.49%
Income	3.12B	PEG	1.01	EPS next Q	3.26	Inst Own	84.04%	Short Float	1.46%	Perf Quarter	1.33%
Sales	42.89B	P/S	1.15	EPS this Y	38.62%	Inst Trans	-0.71%	Short Ratio	2.34	Perf Half Y	27.80%
Book/sh	109.27	P/B	1.98	EPS next Y	15.05%	ROA	2.75%	Short Interest	3.33M	Perf Year	20.53%
Cash/sh	-	P/C	-	EPS next 5Y	15.95%	ROE	12.96%	52W Range	157.33 - 232.75	Perf YTD	13.34%
Dividend Est.	4.16 (1.92%)	P/FCF	6.06	EPS past 5Y	6.62%	ROI	9.45%	52W High	-7.24%	Beta	0.63
Dividend TTM	4.00 (1.85%)	Quick Ratio	-	Sales past 5Y	6.52%	Gross Margin	-	52W Low	37.23%	ATR (14)	3.63
Dividend Ex-Date	Jun 10, 2024	Current Ratio	0.34	EPS Y/Y TTM	14.56%	Oper. Margin	9.79%	RSI (14)	47.47	Volatility	1.23% 1.61%
Employees	33300	Debt/Eq	0.32	Sales Y/Y TTM	13.50%	Profit Margin	7.26%	Recom	2.48	Target Price	229.28
Option/Short	Yes / Yes	LT Debt/Eq	0.32	EPS Q/Q	16.38%	Payout	30.74%	Rel Volume	0.44	Prev Close	213.85
Sales Surprise	-3.64%	EPS Surprise	-4.74%	Sales Q/Q	15.70%	Earnings	Apr 17 BMO	Avg Volume	1.42M	Price	215.91
SMA20	-0.31%	SMA50	-2.14%	SMA200	13.96%	Trades		Volume	620,363	Change	0.96%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-10-24	Initiated	TD Cowen	Outperform	$247
Dec-28-23	Initiated	HSBC Securities	Hold	$203
Dec-20-23	Initiated	Janney	Buy	$215
Nov-16-23	Initiated	Oppenheimer	Perform
Oct-05-23	Initiated	Deutsche Bank	Hold	$186
Jun-20-23	Initiated	Morgan Stanley	Equal-Weight	$185
Jan-20-23	Initiated	BMO Capital Markets	Outperform	$212
Jan-10-23	Upgrade	Evercore ISI	In-line → Outperform	$183 → $220
Jul-25-22	Upgrade	Raymond James	Mkt Perform → Strong Buy	$185
Jun-23-22	Downgrade	Wolfe Research	Outperform → Peer Perform	$185 → $156
Jun-03-22	Downgrade	Goldman	Neutral → Sell	$190 → $170
May-24-22	Initiated	Citigroup	Neutral	$179
Apr-20-22	Upgrade	Raymond James	Underperform → Mkt Perform
Apr-20-22	Downgrade	Raymond James	Mkt Perform → Underperform
Jan-21-22	Downgrade	Barclays	Overweight → Equal Weight	$170
Nov-23-21	Initiated	Goldman	Neutral	$165
Nov-19-21	Initiated	Jefferies	Hold	$165
Aug-17-21	Initiated	Wolfe Research	Outperform	$180
Jul-22-21	Downgrade	BofA Securities	Buy → Underperform	$171 → $161
Jul-12-21	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$166

Show Previous Ratings

May-03-24 04:09PM	Travelers Companies Insider Sold Shares Worth $2,014,215, According to a Recent SEC Filing (MT Newswires)
May-02-24 04:51PM	Travelers Companies Insider Sold Shares Worth $776,727, According to a Recent SEC Filing (MT Newswires)
May-01-24 10:12AM	Travelers Opens Technology Office in Atlanta (Business Wire)
06:44AM	Soaring Premiums, Soaring Profits: 3 Top Insurance Stocks to Own Now (InvestorPlace)
Apr-29-24 05:22PM	17 Best Insurance Dividend Stocks To Invest In Right Now (Insider Monkey)
06:00AM	Loading…
06:00AM	Travelers Canada Announces Results of Distracted Driving Risk Survey (Business Wire)
Apr-27-24 02:17AM	Insider Sell: EVP & CFO Daniel Frey Sells 5,000 Shares of The Travelers Companies Inc (TRV) (GuruFocus.com)
Apr-25-24 05:14PM	Cincinnati Financial quarterly profit rises on higher premiums, investment income (Reuters)
Apr-24-24 04:37PM	Travelers Companies Insider Sold Shares Worth $2,139,618, According to a Recent SEC Filing (MT Newswires)
Apr-18-24 09:02AM	The Travelers Companies, Inc. (NYSE:TRV) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:01AM	The Travelers Companies Inc (TRV) Q1 2024 Earnings Call Transcript Highlights: Strong ... (GuruFocus.com)
01:01AM	Decoding The Travelers Companies Inc (TRV): A Strategic SWOT Insight (GuruFocus.com)
12:44AM	Q1 2024 Travelers Companies Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-17-24 04:21PM	Property and Casualty Insurer Travelers Tumbles After Its Earnings Report Here's Why (Investopedia) -7.41%
03:31PM	Stocks to Watch Wednesday: United Airlines, ASML, Trump Media, Adidas (The Wall Street Journal)
12:56PM	Loading…
12:56PM	Top Stock Movers Now: Travelers, US Bancorp, United Airlines Holdings, and More (Investopedia)
12:05PM	Travelers (TRV) Misses Q1 Earnings Estimates, Raises Dividend (Zacks)
10:19AM	Elevated Catastrophe Losses From Hail and Wind Storm Hurt Travelers Companies Q1 Profit, Stock Slides (Benzinga)
09:30AM	Here's What Key Metrics Tell Us About Travelers (TRV) Q1 Earnings (Zacks)
08:31AM	Travelers Companies Inc Surpasses Earnings Expectations in Q1 2024 (GuruFocus.com)
08:15AM	Travelers (TRV) Lags Q1 Earnings Estimates (Zacks)
07:02AM	Travelers' profit jumps on investment gains, underwriting strength (Reuters)
07:02AM	Travelers Reports Excellent First Quarter Results (Business Wire)
Apr-15-24 01:43PM	Travelers (TRV) Set to Report Q1 Earnings: What's in Store? (Zacks)
Apr-12-24 09:15AM	Exploring Analyst Estimates for Travelers (TRV) Q1 Earnings, Beyond Revenue and EPS (Zacks)
Apr-11-24 09:00AM	Travelers Risk Index Shows Rise in Distracted Driving (Business Wire)
Apr-10-24 10:25AM	Why auto insurance costs are rising at the fastest rate in 47 years (Yahoo Finance)
10:00AM	Travelers (TRV) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-08-24 11:51AM	Here's Why Travelers (TRV) Stock is an Investor Favorite Now (Zacks)
Apr-02-24 09:40AM	Are Investors Undervaluing The Travelers Companies (TRV) Right Now? (Zacks)
09:30AM	Loading…
Mar-25-24 09:30AM	Travelers Honors 2024 Personal Insurance Agent of the Year Winners (Business Wire)
Mar-21-24 08:02PM	25 Largest Insurance Companies in the World in 2024 (Insider Monkey)
Mar-14-24 09:00AM	Travelers Schedules Conference Call to Review First Quarter 2024 Results (Business Wire)
Mar-13-24 07:54PM	Analyst Report: The Travelers Companies, Inc. (Morningstar Research)
09:40AM	Should Value Investors Buy The Travelers Companies (TRV) Stock? (Zacks)
Mar-06-24 12:51PM	20 Cities Where You're Most Likely To Get In A Car Accident (Insider Monkey)
05:05AM	The Travelers Companies Inc's Dividend Analysis (GuruFocus.com)
Mar-05-24 04:17PM	13 Best Dividend Stocks For Rising Interest Rates (Insider Monkey)
Feb-26-24 09:40AM	Are Investors Undervaluing The Travelers Companies (TRV) Right Now? (Zacks)
09:00AM	Travelers Institute Launches 2024 National Cybersecurity Tour (Business Wire)
Feb-23-24 08:48AM	Heard on the Street: Car Insurance Is Pushing Up Inflation Everywhere (The Wall Street Journal)
Feb-21-24 10:29AM	Travelers (TRV) Stock Rallies 16% YTD: Will the Momentum Last? (Zacks)
Feb-20-24 12:19PM	10 Best Car Insurance in Massachusetts for 2024 (Insider Monkey)
Feb-19-24 02:25PM	Its Time! 3 Overheated Dow Stocks to Sell in February (InvestorPlace)
Feb-17-24 05:24PM	15 Worst States for Homeowners Insurance in the US (Insider Monkey)
Feb-16-24 12:11AM	Decoding The Travelers Companies Inc (TRV): A Strategic SWOT Insight (GuruFocus.com)
Feb-09-24 02:20AM	Insider Sell: EVP & CFO Daniel Frey Sells 38,000 Shares of The Travelers Companies Inc (TRV) (GuruFocus.com)
Feb-08-24 12:08PM	15 States with the Cheapest Car Insurance In The US (Insider Monkey)
09:40AM	Should Value Investors Buy The Travelers Companies (TRV) Stock? (Zacks)
Feb-06-24 11:02AM	Insider Sell: EVP & Co-Chief Invest. Officer Daniel Yin Sells 5,406 Shares of The Travelers ... (GuruFocus.com)
Feb-05-24 04:03PM	10 Best Cheap Car Insurance in New York for 2024 (Insider Monkey)
Feb-02-24 09:00AM	Citizen Travelers Honored by the Connecticut Democracy Center (Business Wire)
Jan-25-24 11:52PM	Travelers Companies Inc EVP & Pres., Bond & Spec. Ins. Jeffrey Klenk Sells 17,149 Shares (GuruFocus.com)
05:30AM	Insurers Rake In Profits as Customers Pay Soaring Premiums (The Wall Street Journal)
Jan-23-24 05:02PM	15 Best Jewelry Insurance Companies Heading into 2024 (Insider Monkey)
09:40AM	Are Investors Undervaluing The Travelers Companies (TRV) Right Now? (Zacks)
08:27AM	The Travelers Companies, Inc. (NYSE:TRV) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-22-24 06:50AM	15 Largest Insurance Companies In The US by Market Cap (Insider Monkey)
03:37AM	Heard on the Street Recap for Last Week: When the Chips Are Up (The Wall Street Journal)
Jan-20-24 02:45AM	Q4 2023 Travelers Companies Inc Earnings Call (Thomson Reuters StreetEvents)
Jan-19-24 12:44PM	Travelers (TRV) Q4 Earnings Beat Estimates on Lower Cat Loss (Zacks) +6.72%
12:41PM	Travelers Stock Jumps After Insurer Gets Better Pricing, Protection (The Wall Street Journal)
12:39PM	Travelers Stock Hit a Record High Here's Why (Investopedia)
11:46AM	Analyst Report: The Travelers Companies, Inc. (Morningstar Research)
11:01AM	Stocks to Watch Friday: Spirit Airlines, iRobot, State Street (The Wall Street Journal)
09:55AM	Travelers Stock Gains After Rising Premiums Help Insurer Grow Annual Profits (The Wall Street Journal)
07:22AM	Travelers Companies Inc (TRV) Posts Record Earnings in Q4 2023 (GuruFocus.com)
06:57AM	Travelers Reports Excellent Fourth Quarter 2023 Results (Business Wire)
Jan-16-24 04:20PM	Best Real Estate Lawyers in Each of the 30 Biggest Cities in the US (Insider Monkey)
03:15PM	15 States with the Cheapest Home Insurance in the US (Insider Monkey)
08:36AM	Why The Travelers (TRV) Might Surprise This Earnings Season (Zacks)
Jan-15-24 12:21PM	Is a Beat in Store for Travelers (TRV) This Earnings Season? (Zacks)
05:39AM	Retail sales and investment banks: What to watch this week (Yahoo Finance)
Jan-12-24 06:39AM	Travelers (TRV) Gains 15.8% in 6 Months: More Room to Run? (Zacks)
Jan-08-24 09:00AM	Travelers Institute Announces Winter 2024 Wednesdays with Woodward Webinar Schedule (Business Wire)
Jan-04-24 09:00AM	Travelers Introduces New Financial Institutions Bond for Asset Managers (Business Wire)
Jan-03-24 11:55AM	Travelers (TRV) Boosts Cyber Capabilities With Corvus Buyout (Zacks)
09:07AM	Best Workplace Injury Lawyers in Each of 30 Biggest Cities in the US (Insider Monkey)
Jan-02-24 04:15PM	Travelers Completes Acquisition of Corvus Insurance (Business Wire)
Dec-28-23 06:38PM	15 Best Home Insurance Companies Heading into 2024 (Insider Monkey)
04:20AM	Should You Add Travelers The Travelers Companies (TRV)? (Insider Monkey)
Dec-26-23 08:02PM	15 Best Auto Insurance Companies Heading into 2024 (Insider Monkey)
06:44PM	15 Best Term Life Insurance Companies Heading into 2024 (Insider Monkey)
Dec-22-23 04:07PM	15 Best Earthquake Insurance Companies Heading into 2024 (Insider Monkey)
Dec-20-23 10:12AM	15 Best Multi Policy Insurance Companies Heading into 2024 (Insider Monkey)
Dec-14-23 09:00AM	Travelers Schedules Conference Call to Review Fourth Quarter 2023 Results (Business Wire)
Dec-13-23 10:28AM	15 Best Property and Casualty Insurance Companies Heading into 2024 (Insider Monkey)
08:05AM	15 Best Known Car Insurance Companies Heading into 2024 (Insider Monkey)
08:02AM	15 Best Manufactured Home Insurance Companies Heading into 2024 (Insider Monkey)
Dec-12-23 09:00AM	Travelers Named a Leader in LGBTQ+ Workplace Inclusion (Business Wire)
Dec-09-23 02:37PM	15 Best Business Insurance Companies Heading into 2024 (Insider Monkey)
Dec-07-23 05:41PM	20 States Where Car Insurance Costs The Least (Insider Monkey)
Dec-06-23 05:10AM	The Travelers Companies Inc's Dividend Analysis (GuruFocus.com)
Dec-05-23 08:06PM	Analyst Report: The Travelers Companies, Inc. (Morningstar Research)
Dec-01-23 07:47AM	Should You Retain Travelers (TRV) Stock in Your Portfolio? (Zacks)
Nov-22-23 05:01PM	15 States with the Most Expensive Car Insurance in the US (Insider Monkey)
Nov-17-23 11:30AM	Why Is Travelers (TRV) Up 4.7% Since Last Earnings Report? (Zacks)
Nov-13-23 07:05PM	13 Cheap Blue Chip Stocks To Buy (Insider Monkey)
09:00AM	Travelers Recognized for Military-Friendly Culture (Business Wire)
Nov-12-23 07:08PM	Analyst Report: The Travelers Companies, Inc. (Morningstar Research)

The Travelers Cos., Inc. is a holding company, which engages in the provision of commercial and personal property and casualty insurance products and services. It operates through the following business segments: Business Insurance, Bond and Specialty Insurance, and Personal Insurance. The Business Insurance segment offers an array of property and casualty insurance, and insurance related services to its customers primarily in the U.S., as well as in Canada, the United Kingdom, the Republic of Ireland and throughout other parts of the world as a corporate member of Lloyd's. The Bond and Specialty Insurance segment includes surety, fidelity, management liability, professional liability, and other property and casualty coverage and related risk management services. The Personal Insurance segment is involved in a range of property and casualty insurance products and services covering individuals' personal risks, primarily in the U.S. and Canada. The company was founded in 1853 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Toczydlowski Gregory C	EVP & President, Business Ins.	May 02 '24	Sale	214.92	9,372	2,014,215	18,416	May 03 04:03 PM
Klenk Jeffrey P.	EVP & Pres., Bond & Spec. Ins.	May 01 '24	Sale	213.68	3,635	776,727	6,075	May 02 04:25 PM
Frey Daniel S.	EVP & Chief Financial Officer	Apr 25 '24	Sale	212.90	5,000	1,064,482	18,515	Apr 26 04:04 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Apr 23 '24	Option Exercise	126.18	10,000	1,261,800	32,798	Apr 24 04:02 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Apr 23 '24	Sale	213.96	10,000	2,139,618	22,798	Apr 24 04:02 PM
Yin Daniel Tei-Hwa	EVP & Co-Chief Invest. Officer	Feb 29 '24	Option Exercise	106.03	9,502	1,007,497	68,319	Mar 01 04:04 PM
Yin Daniel Tei-Hwa	EVP & Co-Chief Invest. Officer	Feb 29 '24	Sale	221.34	9,502	2,103,173	58,817	Mar 01 04:04 PM
Rowland David Donnay	EVP & Co-Chief Invest. Officer	Feb 27 '24	Sale	220.94	5,264	1,163,025	7,865	Feb 28 04:06 PM
Lefebvre Mojgan M	EVP & Chief Tech & Ops Officer	Feb 22 '24	Option Exercise	126.18	12,500	1,577,250	12,500	Feb 23 04:04 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 22 '24	Option Exercise	140.85	3,000	422,550	263,384	Feb 23 04:08 PM
Lefebvre Mojgan M	EVP & Chief Tech & Ops Officer	Feb 22 '24	Sale	220.00	18,716	4,117,511	0	Feb 23 04:04 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 22 '24	Sale	222.25	3,000	666,750	260,384	Feb 23 04:08 PM
Kurtzman Diane	EVP & Chief HR Officer	Feb 22 '24	Sale	220.14	2,993	658,882	2,215	Feb 23 04:06 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 21 '24	Option Exercise	140.85	2,000	281,700	257,178	Feb 22 04:09 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 21 '24	Sale	221.12	2,000	442,250	255,178	Feb 22 04:09 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 20 '24	Option Exercise	140.85	2,000	281,700	257,178	Feb 22 04:09 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 20 '24	Sale	220.00	2,000	440,000	255,178	Feb 22 04:09 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 15 '24	Option Exercise	140.85	3,000	422,550	258,178	Feb 16 04:04 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 15 '24	Sale	218.75	3,000	656,250	255,178	Feb 16 04:04 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 14 '24	Option Exercise	135.16	2,181	294,789	257,359	Feb 15 04:12 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 14 '24	Sale	217.25	2,181	473,819	255,178	Feb 15 04:12 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 13 '24	Option Exercise	132.58	2,000	265,160	257,178	Feb 15 04:12 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 13 '24	Sale	216.41	2,000	432,810	255,178	Feb 15 04:12 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 12 '24	Option Exercise	132.58	2,000	265,160	257,178	Feb 13 04:05 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 12 '24	Sale	215.88	2,000	431,750	255,178	Feb 13 04:05 PM
BESSETTE ANDY F	EVP and Chief Admin Officer	Feb 09 '24	Option Exercise	139.83	10,000	1,398,300	22,244	Feb 12 04:04 PM
BESSETTE ANDY F	EVP and Chief Admin Officer	Feb 09 '24	Sale	214.75	10,000	2,147,496	12,244	Feb 12 04:04 PM
Schnitzer Alan D	Chairman and CEO	Feb 08 '24	Option Exercise	118.78	222,901	26,476,181	445,425	Feb 09 04:05 PM
Schnitzer Alan D	Chairman and CEO	Feb 08 '24	Sale	212.61	44,896	9,545,460	400,529	Feb 09 04:05 PM
Frey Daniel S.	EVP & Chief Financial Officer	Feb 06 '24	Option Exercise	132.58	38,000	5,038,040	52,810	Feb 08 05:26 PM
Frey Daniel S.	EVP & Chief Financial Officer	Feb 06 '24	Sale	212.55	38,000	8,076,965	14,810	Feb 08 05:26 PM
Rowland David Donnay	EVP & Co-Chief Invest. Officer	Feb 02 '24	Option Exercise	106.03	10,181	1,079,491	18,046	Feb 05 05:30 PM
Yin Daniel Tei-Hwa	EVP & Co-Chief Invest. Officer	Feb 02 '24	Option Exercise	106.04	7,983	846,517	59,385	Feb 05 04:22 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 02 '24	Option Exercise	132.58	4,500	596,610	259,678	Feb 05 04:18 PM
Rowland David Donnay	EVP & Co-Chief Invest. Officer	Feb 02 '24	Sale	214.00	10,181	2,178,756	7,865	Feb 05 05:30 PM
Yin Daniel Tei-Hwa	EVP & Co-Chief Invest. Officer	Feb 02 '24	Sale	213.74	5,406	1,155,465	53,979	Feb 05 04:22 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 02 '24	Sale	215.06	4,500	967,750	255,178	Feb 05 04:18 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 31 '24	Option Exercise	132.58	2,500	331,450	257,678	Feb 01 04:06 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 31 '24	Sale	214.21	2,500	535,516	255,178	Feb 01 04:06 PM
OLIVO MARIA	EVP, Strat Dev & Pres Intl	Jan 30 '24	Option Exercise	92.52	10,553	976,384	113,996	Jan 31 04:06 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 30 '24	Option Exercise	132.58	2,500	331,450	257,678	Jan 31 04:03 PM
OLIVO MARIA	EVP, Strat Dev & Pres Intl	Jan 30 '24	Sale	212.93	10,553	2,247,012	103,443	Jan 31 04:06 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 30 '24	Sale	213.54	2,500	533,846	255,178	Jan 31 04:03 PM
Toczydlowski Gregory C	EVP & President, Business Ins.	Jan 26 '24	Option Exercise	118.15	45,591	5,386,624	64,007	Jan 30 04:10 PM
Toczydlowski Gregory C	EVP & President, Business Ins.	Jan 26 '24	Sale	211.67	45,591	9,650,192	18,416	Jan 30 04:10 PM
Kurtzman Diane	EVP & Chief HR Officer	Jan 25 '24	Option Exercise	106.03	3,000	318,090	5,215	Jan 26 04:06 PM
Kurtzman Diane	EVP & Chief HR Officer	Jan 25 '24	Sale	211.02	3,000	633,060	2,215	Jan 26 04:06 PM
Klenk Jeffrey P.	EVP & Pres., Bond & Spec. Ins.	Jan 24 '24	Option Exercise	125.78	17,149	2,156,971	23,223	Jan 25 04:07 PM
Klenk Jeffrey P.	EVP & Pres., Bond & Spec. Ins.	Jan 24 '24	Sale	212.54	17,149	3,644,874	6,074	Jan 25 04:07 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 23 '24	Option Exercise	132.58	26,633	3,531,003	281,811	Jan 24 04:04 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Jan 23 '24	Option Exercise	140.85	12,287	1,730,624	26,367	Jan 24 04:12 PM
Munson Paul E.	SVP & Corp. Controller	Jan 23 '24	Option Exercise	106.03	2,121	224,890	2,840	Jan 24 04:07 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 23 '24	Sale	212.76	26,633	5,666,392	255,178	Jan 24 04:04 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Jan 23 '24	Sale	210.68	12,287	2,588,658	14,080	Jan 24 04:12 PM
Munson Paul E.	SVP & Corp. Controller	Jan 23 '24	Sale	212.86	2,121	451,476	719	Jan 24 04:07 PM
OLIVO MARIA	EVP, Strat Dev & Pres Intl	Nov 30 '23	Option Exercise	80.35	7,000	562,450	110,443	Dec 01 04:07 PM
OLIVO MARIA	EVP, Strat Dev & Pres Intl	Nov 30 '23	Sale	179.92	7,000	1,259,452	103,443	Dec 01 04:07 PM
HEYMAN WILLIAM H	Vice Chairman	Nov 27 '23	Option Exercise	126.18	270	34,069	255,448	Nov 28 04:32 PM
HEYMAN WILLIAM H	Vice Chairman	Nov 27 '23	Sale	178.00	270	48,060	255,178	Nov 28 04:32 PM
BESSETTE ANDY F	EVP and Chief Admin Officer	Nov 03 '23	Sale	169.38	3,797	643,162	13,005	Nov 07 04:30 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Jul 24 '23	Option Exercise	140.85	10,000	1,408,500	24,080	Jul 26 04:01 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Jul 24 '23	Sale	175.05	10,000	1,750,479	14,080	Jul 26 04:01 PM
Klein Michael Frederick	EVP & President, Personal Ins.	May 10 '23	Option Exercise	118.78	10,246	1,217,020	24,326	May 12 04:08 PM
Klein Michael Frederick	EVP & President, Personal Ins.	May 10 '23	Sale	182.85	10,246	1,873,435	14,080	May 12 04:08 PM

Open in Screener

OPEN

Opendoor Technologies Inc

May 06 • 04:00PM ET

2.35

Dollar change +0.14
Percentage change 6.33	%

Real Estate • Real Estate Services • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

OPEN Opendoor Technologies Inc daily Stock Chart

Held by: VNQ VTI VB IWM AVUV VBK VXF IWN DFAT VTWO

Index	RUT	P/E	-	EPS (ttm)	-0.42	Insider Own	19.84%	Shs Outstand	677.64M	Perf Week	10.59%
Market Cap	1.63B	Forward P/E	-	EPS next Y	-0.48	Insider Trans	-1.48%	Shs Float	554.39M	Perf Month	-12.96%
Income	-283.00M	PEG	-	EPS next Q	-0.15	Inst Own	56.20%	Short Float	13.35%	Perf Quarter	-26.79%
Sales	5.01B	P/S	0.32	EPS this Y	-44.43%	Inst Trans	-3.59%	Short Ratio	4.11	Perf Half Y	6.82%
Book/sh	1.31	P/B	1.80	EPS next Y	21.07%	ROA	-6.65%	Short Interest	74.00M	Perf Year	74.07%
Cash/sh	1.91	P/C	1.23	EPS next 5Y	5.20%	ROE	-29.25%	52W Range	1.26 - 5.41	Perf YTD	-47.54%
Dividend Est.	-	P/FCF	-	EPS past 5Y	44.03%	ROI	-8.50%	52W High	-56.56%	Beta	2.75
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	50.93%	Gross Margin	8.61%	52W Low	86.51%	ATR (14)	0.19
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	82.12%	Oper. Margin	-6.69%	RSI (14)	50.25	Volatility	9.53% 7.16%
Employees	1982	Debt/Eq	2.71	Sales Y/Y TTM	-63.01%	Profit Margin	-5.65%	Recom	2.92	Target Price	2.61
Option/Short	Yes / Yes	LT Debt/Eq	2.70	EPS Q/Q	-1.53%	Payout	-	Rel Volume	1.52	Prev Close	2.21
Sales Surprise	7.95%	EPS Surprise	23.44%	Sales Q/Q	-62.15%	Earnings	May 02 AMC	Avg Volume	18.00M	Price	2.35
SMA20	5.31%	SMA50	-11.10%	SMA200	-24.20%	Trades		Volume	27,397,813	Change	6.33%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-20-23	Downgrade	BTIG Research	Buy → Neutral
Dec-13-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$3.50
Nov-21-23	Initiated	Deutsche Bank	Hold	$2.80
Sep-29-23	Initiated	UBS	Neutral	$2.75
Sep-26-23	Upgrade	Gordon Haskett	Underperform → Hold	$2.50 → $2.25
Jul-24-23	Initiated	Morgan Stanley	Equal-Weight	$4.25
Jul-19-23	Downgrade	Gordon Haskett	Hold → Underperform
Apr-24-23	Downgrade	Wedbush	Outperform → Neutral	$3.50 → $1.70
Apr-18-23	Initiated	Gordon Haskett	Hold
Feb-27-23	Downgrade	Oppenheimer	Outperform → Perform
Dec-21-22	Downgrade	Truist	Buy → Hold
Dec-13-22	Initiated	Citigroup	Neutral	$1.50
Oct-17-22	Downgrade	Goldman	Neutral → Sell	$7 → $2
Jul-28-22	Initiated	JP Morgan	Overweight	$9
Jul-13-22	Initiated	Truist	Buy	$9
Jul-13-22	Initiated	KeyBanc Capital Markets	Sector Weight
Jul-11-22	Resumed	Wedbush	Outperform
Jun-21-22	Initiated	Compass Point	Neutral	$6
Jun-09-22	Initiated	JMP Securities	Mkt Outperform	$12
Mar-02-22	Upgrade	BTIG Research	Neutral → Buy	$15

Show Previous Ratings

May-06-24 09:26AM	Why Opendoor Stock Plunged 34% in April (Motley Fool) +6.33%
07:17AM	Deutsche Bank Cuts Opendoor Technologies Price Target to $2.40 From $4, Maintains Hold Rating (MT Newswires)
May-03-24 03:10PM	Why Opendoor Stock Was Soaring Today (Motley Fool) +8.87%
01:51PM	Sector Update: Tech Stocks Gain Friday Afternoon (MT Newswires)
01:36PM	Opendoor Technologies Shares Jump on Better-Than-Expected Q1 Results (MT Newswires)
12:10PM	Loading…
12:10PM	Opendoor Technologies Inc. (NASDAQ:OPEN) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:39AM	Why Is Opendoor (OPEN) Stock Rocketing Higher Today (StockStory)
07:12AM	Q1 2024 Opendoor Technologies Inc Earnings Call (Thomson Reuters StreetEvents)
04:16AM	Opendoor Technologies Inc (OPEN) (Q1 2024) Earnings Call Transcript Highlights: Strong Growth ... (GuruFocus.com)
May-02-24 09:55PM	OPEN Stock Earnings: Opendoor Technologies Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:45PM	Opendoor Technologies Inc. (OPEN) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:44PM	Opendoor Technologies Inc (OPEN) Q1 2024 Earnings: A Detailed Review Against Analyst Expectations (GuruFocus.com)
05:20PM	Opendoor (NASDAQ:OPEN) Surprises With Strong Q1, Stock Jumps 10.9% (StockStory)
04:06PM	Eric Feder joins Opendoor Board of Directors (GlobeNewswire)
04:05PM	Opendoor Announces First Quarter of 2024 Financial Results (GlobeNewswire)
03:05AM	Loading…
May-01-24 03:05AM	Opendoor (OPEN) Q1 Earnings: What To Expect (StockStory)
Apr-27-24 03:15AM	3 Under-the-Radar Artificial Intelligence (AI) Stocks to Buy Now (Motley Fool)
Apr-12-24 06:41AM	These 2 Stocks Are Down 50% or More -- and Are Worth a Closer Look Right Now (Motley Fool)
Apr-09-24 03:38PM	5 Stocks to Buy as Interest Rates Begin to Fall (InvestorPlace)
Apr-08-24 09:00AM	Opendoor Technologies Inc. (OPEN) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Apr-07-24 03:24AM	Should Investors Buy This Potential Multibagger Stock Before the Train Leaves the Station? (Motley Fool)
Apr-04-24 09:00AM	Opendoor to Report First Quarter 2024 Financial Results on May 2nd, 2024 (GlobeNewswire)
Mar-29-24 08:32AM	16 Top Alternatives to Zillow and Trulia (Insider Monkey)
Mar-27-24 04:30PM	The 7 Best Penny Stocks to Buy in Q2 2024 (InvestorPlace)
Mar-26-24 09:00AM	Opendoor Technologies Inc. (OPEN) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Mar-25-24 06:00PM	Here's Why Opendoor Technologies Inc. (OPEN) Fell More Than Broader Market (Zacks)
Mar-19-24 06:02AM	Real Estate Commissions Are About to Get Much Cheaper. Here's How Zillow, Redfin, and Opendoor Could Be Affected. (Motley Fool)
Mar-15-24 05:50PM	Opendoor Technologies Inc. (OPEN) Rises As Market Takes a Dip: Key Facts (Zacks)
04:46PM	NAR settlement is 'an earthquake' for real estate industry (Yahoo Finance Video)
09:00AM	Opendoor Technologies Inc. (OPEN) is Attracting Investor Attention: Here is What You Should Know (Zacks)
03:45PM	Loading…
Mar-13-24 03:45PM	Chamath Palihapitiyas VC Firm Fires Two Partners, Hires Law Firm (Bloomberg)
Mar-06-24 06:47AM	The U.S. housing market is headed into a pivotal spring season as home sellers wait for their sweet spot, according to Opendoor (Fortune) +6.12%
06:00AM	The Top 3 Penny Stocks to Buy in March 2024 (InvestorPlace)
Mar-01-24 09:00AM	Opendoor Technologies Inc. (OPEN) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Feb-28-24 06:08AM	Opendoor's Business Is Clearly Improving -- Should You Buy the Stock Now? (Motley Fool)
Feb-27-24 06:00AM	Is Opendoor Technologies a Bargain Buy Right Now? (Motley Fool)
Feb-26-24 09:00AM	Opendoor to Present at Morgan Stanley Technology, Media & Telecom Conference (GlobeNewswire) +6.27%
Feb-22-24 04:21AM	13 Best Falling Stocks To Buy Right Now (Insider Monkey)
Feb-20-24 06:29PM	Why Opendoor Stock Dropped Again Today (Motley Fool) -6.83%
Feb-19-24 09:00AM	Investors Heavily Search Opendoor Technologies Inc. (OPEN): Here is What You Need to Know (Zacks)
Feb-16-24 04:43PM	Why Opendoor Stock Was Falling Today (Motley Fool) -10.45%
10:30AM	Opendoor Technologies Inc. (NASDAQ:OPEN) Q4 2023 Earnings Call Transcript (Insider Monkey)
06:37AM	Q4 2023 Opendoor Technologies Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-15-24 06:17PM	Another $91M flies out of Opendoor (The Real Deal)
05:50PM	Opendoor Technologies Inc. (OPEN) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:53PM	Opendoor Technologies Inc (OPEN) Reports Mixed Results Amid Real Estate Challenges (GuruFocus.com)
04:20PM	Opendoor (NASDAQ:OPEN) Beats Q4 Sales Targets But (StockStory)
04:05PM	Opendoor Announces Fourth Quarter and Full Year 2023 Financial Results (GlobeNewswire)
11:02AM	Opendoor Stock: Buy, Sell, or Hold? (Motley Fool)
Feb-14-24 02:01AM	Opendoor (OPEN) To Report Earnings Tomorrow: Here Is What To Expect (StockStory) +6.02%
Feb-13-24 05:15AM	2 Stocks That Could Turn $1,000 Into $5,000 by 2030 (Motley Fool) -8.99%
Feb-12-24 12:30PM	13 Best NASDAQ Penny Stocks To Invest In (Insider Monkey)
09:50AM	Opendoor (OPEN) to Report Q4 Earnings: What's in the Cards? (Zacks)
Feb-10-24 06:05AM	Opendoor Technologies: Where Will the Stock Be in 2025? (Motley Fool)
Feb-06-24 09:00AM	Here is What to Know Beyond Why Opendoor Technologies Inc. (OPEN) is a Trending Stock (Zacks)
Feb-05-24 05:16PM	Why Opendoor Stock Was Falling Today (Motley Fool) -8.29%
08:41AM	Why Opendoor Stock Plunged 24% in January (Motley Fool)
Feb-02-24 05:50PM	Opendoor Technologies Inc. (OPEN) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
Jan-28-24 10:15AM	4 Reasons to Buy Opendoor Stock (Motley Fool)
Jan-27-24 08:24AM	3 Things to Know Before Buying Opendoor Stock in 2024 (Motley Fool)
07:22AM	With a New CEO and Improving Housing Market, Could 2024 Be a Big Year for Opendoor? (Motley Fool)
Jan-26-24 05:50PM	Opendoor Technologies Inc. (OPEN) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Jan-23-24 03:00PM	The Housing Hiccup: 3 Stocks to Sell as the Real Estate Market Cools (InvestorPlace)
Jan-22-24 09:00AM	Is Trending Stock Opendoor Technologies Inc. (OPEN) a Buy Now? (Zacks) +10.79%
07:14AM	This Growth Stock Is Down More Than 90%. Should You Buy It Hand Over Fist? (Motley Fool)
Jan-16-24 11:05AM	2 Stocks Under $10 That Can Double Again in 2024 (Motley Fool) -8.26%
Jan-12-24 02:21PM	Portfolio Protection: 7 Risky Stocks to Drop Right Now (InvestorPlace)
Jan-10-24 05:50PM	Opendoor Technologies Inc. (OPEN) Stock Declines While Market Improves: Some Information for Investors (Zacks)
Jan-09-24 06:22PM	Opendoor Technologies Inc. (OPEN) is Attracting Investor Attention: Here is What You Should Know (Zacks) -6.33%
Jan-06-24 08:02AM	3 Incredible Growth Stocks That Offer a Once-in-a-Decade Buying Opportunity (Motley Fool)
06:17AM	Here's Why You Might Want to Sell Opendoor After a 240% Gain in 2023 -- And What I'd Buy Instead (Motley Fool)
Jan-04-24 06:00PM	Opendoor Technologies Inc. (OPEN) Stock Moves -0.25%: What You Should Know (Zacks)
09:00AM	Opendoor to Report Fourth Quarter 2023 Financial Results on February 15th, 2024 (GlobeNewswire)
Dec-30-23 09:17AM	16 Most Volatile Stocks To Buy Now (Insider Monkey)
08:49AM	13 Best Get Rich Quick Stocks To Buy (Insider Monkey)
Dec-29-23 09:00AM	Opendoor Technologies Inc. (OPEN) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
08:22AM	Chamath Palihapitiya Stocks: 12 Stocks Pumped in the Last 10 Years (Insider Monkey)
Dec-26-23 02:34PM	Holiday Steals: 3 Growth Stocks to Scoop Up at a Bargain (InvestorPlace)
Dec-19-23 11:54PM	Take Profit: 3 Stocks to Sell That Are Up More Than 100% in 2023 (InvestorPlace) +6.63%
Dec-18-23 02:00PM	Opendoor Co-Founder Eric Wu is Stepping Down at the End of the Year (Benzinga)
Dec-17-23 09:00AM	Fate of pandemic darling stocks: DoorDash is taking off while Zoom remains in limbo (Yahoo Finance)
Dec-15-23 03:05AM	Insider Sell: Opendoor Technologies Inc's President, Sell Direct & Svcs Megan Meyer Divests ... (GuruFocus.com) -10.96%
Dec-14-23 12:06PM	13 Penny Stocks that Captured the Attention of Billionaires (Insider Monkey) +10.95%
11:14AM	Opendoor Stock Pops Again. Whats Behind the Rallyand Can It Last? (Barrons.com)
10:07AM	5 Struggling Stocks to Buy at a Discount (Motley Fool)
09:57AM	Opendoor (OPEN) Stock Jumps on Analyst Upgrade (InvestorPlace)
09:54AM	Stocks to Watch Thursday: Adobe, Opendoor, Lennar (The Wall Street Journal)
Dec-12-23 09:00AM	Investors Heavily Search Opendoor Technologies Inc. (OPEN): Here is What You Need to Know (Zacks)
Dec-11-23 03:30PM	16 Best Penny Stocks To Buy For 2024 (Insider Monkey)
Dec-06-23 10:23AM	3 Top Stocks That Could Double in 2024 (Motley Fool)
Dec-03-23 08:38PM	3 Stocks Taking It on the Chin as Pending Home Sales Fall to 2001 Lows (InvestorPlace)
Dec-01-23 09:00AM	Here is What to Know Beyond Why Opendoor Technologies Inc. (OPEN) is a Trending Stock (Zacks) +10.30%
Nov-30-23 09:15AM	Where Will Opendoor Stock Be in 1 Year? (Motley Fool)
Nov-20-23 09:00AM	Opendoor Technologies Inc. (OPEN) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Nov-18-23 11:04AM	Insider Sell Alert: Director Eric Wu Sells 70,201 Shares of Opendoor Technologies Inc (OPEN) (GuruFocus.com)
Nov-17-23 05:33PM	Why Shopify, Opendoor, and Upstart Holdings Rocketed Higher This Week (Motley Fool)
Nov-16-23 09:00AM	Opendoor to Present at UBS Global Technology Conference (GlobeNewswire)
Nov-14-23 06:59PM	Why Opendoor Technologies Stock Popped Today (Motley Fool) +12.81%
Nov-09-23 09:16AM	7 Housing Stocks to Sell as Interest Rates Go Out of Control (InvestorPlace) -6.91%
Nov-08-23 06:00AM	DataDigest: iBuyers slide farther from hyped market disruption (HousingWire)

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Meyer Megan D.	President, Sell Direct & Svcs.	Apr 25 '24	Sale	2.06	4,808	9,904	4,692,644	Apr 26 04:04 PM
Schwartz Christina	See Remarks	Apr 16 '24	Sale	2.12	3,566	7,578	826,599	Apr 17 06:25 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Apr 15 '24	Sale	2.25	91,048	205,040	4,697,452	Apr 17 06:24 PM
Schwartz Christina	See Remarks	Apr 15 '24	Sale	2.25	7,411	16,690	830,165	Apr 17 06:25 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Apr 11 '24	Sale	2.43	4,808	11,707	4,788,500	Apr 15 06:52 PM
Schaub Sydney	Chief Legal Officer	Apr 09 '24	Sale	2.73	2,513	6,860	1,451,339	Apr 09 06:39 PM
Schwartz Christina	See Remarks	Apr 01 '24	Sale	2.92	15,000	43,798	837,576	Apr 02 06:17 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Mar 28 '24	Sale	3.08	4,808	14,787	4,793,308	Mar 29 07:00 PM
Schwartz Christina	See Remarks	Mar 18 '24	Sale	2.90	8,508	24,652	852,576	Mar 18 07:44 PM
WHEELER CARRIE	Chief Executive Officer	Mar 15 '24	Sale	2.58	671,158	1,731,319	16,028,508	Mar 18 07:45 PM
Schaub Sydney	Chief Legal Officer	Mar 15 '24	Sale	2.58	56,499	145,745	1,453,852	Mar 18 07:44 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Mar 15 '24	Sale	2.58	41,311	106,566	4,798,116	Mar 18 07:44 PM
Schwartz Christina	See Remarks	Mar 15 '24	Sale	2.58	19,190	49,502	856,084	Mar 18 07:44 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Mar 14 '24	Sale	2.67	4,808	12,841	4,839,427	Mar 18 07:44 PM
Schaub Sydney	Chief Legal Officer	Mar 05 '24	Sale	2.81	2,513	7,064	1,510,351	Mar 06 05:12 PM
Schaub Sydney	Chief Legal Officer	Mar 01 '24	Sale	3.10	5,000	15,480	1,512,864	Mar 04 06:51 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Feb 29 '24	Sale	3.10	4,808	14,926	4,844,235	Mar 04 06:52 PM
Solomon Glenn	Director	Feb 23 '24	Sale	2.91	19,245	55,964	0	Feb 27 07:23 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Feb 15 '24	Sale	3.31	4,808	15,919	2,465,800	Feb 16 04:06 PM
Schaub Sydney	Chief Legal Officer	Feb 06 '24	Sale	3.21	2,513	8,067	1,155,722	Feb 08 04:24 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Feb 01 '24	Sale	3.50	4,808	16,829	2,470,608	Feb 02 04:26 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Jan 18 '24	Sale	3.01	4,808	14,460	2,475,416	Jan 19 04:03 PM
Schwartz Christina	See Remarks	Jan 17 '24	Sale	3.03	3,064	9,292	577,655	Jan 17 06:45 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Jan 15 '24	Sale	3.26	21,318	69,509	2,480,224	Jan 17 06:44 PM
Schwartz Christina	See Remarks	Jan 15 '24	Sale	3.26	8,127	26,499	580,719	Jan 17 06:45 PM
Schaub Sydney	Chief Legal Officer	Jan 09 '24	Sale	3.76	12,565	47,187	1,158,235	Jan 10 05:32 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Jan 04 '24	Sale	3.98	4,808	19,136	2,501,542	Jan 05 06:50 PM
Schwartz Christina	See Remarks	Jan 02 '24	Sale	4.29	22,016	94,504	588,846	Jan 04 04:07 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Dec 21 '23	Sale	4.15	4,808	19,931	2,506,350	Dec 21 08:02 PM
Schwartz Christina	See Remarks	Dec 18 '23	Sale	4.08	6,315	25,747	610,862	Dec 19 05:06 PM
WHEELER CARRIE	Chief Executive Officer	Dec 15 '23	Sale	4.29	642,166	2,754,443	16,699,666	Dec 19 05:05 PM
Schaub Sydney	Chief Legal Officer	Dec 15 '23	Sale	4.29	76,904	329,864	1,170,800	Dec 19 05:05 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Dec 15 '23	Sale	4.29	65,941	282,841	2,511,158	Dec 19 05:06 PM
Schwartz Christina	See Remarks	Dec 15 '23	Sale	4.29	27,724	118,922	617,177	Dec 19 05:06 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Dec 13 '23	Sale	4.00	41,667	166,668	2,577,099	Dec 13 07:01 PM
Schaub Sydney	Chief Legal Officer	Dec 13 '23	Sale	4.00	10,052	40,208	1,247,704	Dec 13 07:01 PM
Schwartz Christina	See Remarks	Dec 13 '23	Sale	4.00	7,016	28,064	644,901	Dec 13 07:02 PM
Schaub Sydney	Chief Legal Officer	Dec 12 '23	Sale	3.39	12,565	42,649	1,257,756	Dec 13 07:01 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Dec 07 '23	Sale	3.51	4,808	16,897	2,618,766	Dec 08 01:16 PM
Schaub Sydney	Chief Legal Officer	Nov 29 '23	Sale	3.00	10,052	30,156	1,270,321	Dec 01 01:23 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Nov 24 '23	Sale	2.58	4,808	12,384	2,623,574	Nov 28 02:02 PM
Wu Eric Chung-Wei	Director	Nov 15 '23	Sale	2.46	70,201	172,919	19,009,219	Nov 17 02:50 PM
Schaub Sydney	Chief Legal Officer	Nov 10 '23	Sale	2.05	20,078	41,196	1,280,373	Nov 13 04:45 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Nov 09 '23	Sale	2.08	4,808	9,992	2,628,382	Nov 13 12:24 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Oct 26 '23	Sale	2.06	4,808	9,904	2,633,190	Oct 27 04:00 PM
Schwartz Christina	See Remarks	Oct 18 '23	Sale	2.27	3,562	8,071	651,917	Oct 19 08:28 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Oct 16 '23	Sale	2.39	27,471	65,532	2,637,998	Oct 17 07:40 PM
Schwartz Christina	See Remarks	Oct 16 '23	Sale	2.39	6,487	15,475	655,479	Oct 17 07:41 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Oct 12 '23	Sale	2.69	4,808	12,934	2,665,469	Oct 16 04:08 PM
Wu Eric Chung-Wei	Director	Oct 09 '23	Sale	2.40	500,000	1,199,050	19,079,420	Oct 10 07:05 PM
Schwartz Christina	See Remarks	Oct 02 '23	Sale	2.68	15,000	40,222	661,966	Oct 04 06:55 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Sep 28 '23	Sale	2.50	4,808	12,020	2,670,277	Sep 29 07:03 PM
Schwartz Christina	See Remarks	Sep 19 '23	Sale	3.18	8,493	27,035	676,966	Sep 19 07:07 PM
WHEELER CARRIE	Chief Executive Officer	Sep 15 '23	Sale	3.23	613,286	1,983,980	17,341,832	Sep 19 07:06 PM
Schaub Sydney	Chief Legal Officer	Sep 15 '23	Sale	3.23	262,990	850,773	1,300,451	Sep 19 07:05 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Sep 15 '23	Sale	3.23	65,722	212,611	2,675,085	Sep 18 06:14 PM
Schwartz Christina	See Remarks	Sep 15 '23	Sale	3.24	19,277	62,363	685,459	Sep 19 07:07 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Sep 14 '23	Sale	3.50	88,142	308,435	2,740,807	Sep 18 06:14 PM
Wu Eric Chung-Wei	Director	Sep 11 '23	Sale	3.76	500,000	1,880,450	19,579,420	Sep 13 04:26 PM
Schwartz Christina	See Remarks	Sep 05 '23	Sale	3.88	25,224	97,889	704,736	Sep 07 07:06 PM
Wu Eric Chung-Wei	Director	Aug 15 '23	Sale	3.42	51,256	175,311	20,079,420	Aug 16 07:27 PM
Wu Eric Chung-Wei	Director	Aug 09 '23	Sale	3.43	500,000	1,716,900	20,130,676	Aug 10 04:30 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Jul 17 '23	Sale	4.35	39,579	172,099	2,828,949	Jul 19 05:10 PM
Schwartz Christina	See Remarks	Jul 17 '23	Sale	4.35	6,492	28,229	724,960	Jul 19 05:11 PM
Wu Eric Chung-Wei	Director	Jul 10 '23	Sale	3.84	500,000	1,921,150	20,630,676	Jul 11 04:06 PM
WHEELER CARRIE	Chief Executive Officer	Jun 15 '23	Sale	2.85	598,939	1,708,114	17,955,118	Jun 20 07:17 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Jun 15 '23	Sale	2.85	46,313	132,080	2,868,528	Jun 20 07:16 PM
Schwartz Christina	See Remarks	Jun 15 '23	Sale	2.85	22,319	63,651	731,452	Jun 20 07:19 PM
Wu Eric Chung-Wei	Director	Jun 09 '23	Sale	2.51	500,000	1,253,450	21,130,676	Jun 13 04:39 PM
Wu Eric Chung-Wei	Director	Jun 08 '23	Sale	2.40	1,500,000	3,594,750	21,630,676	Jun 08 07:45 PM
Wu Eric Chung-Wei	Director	Jun 07 '23	Sale	2.39	1,500,000	3,581,400	23,130,676	Jun 08 07:45 PM
Wu Eric Chung-Wei	Director	Jun 06 '23	Sale	2.40	1,500,000	3,598,200	24,630,676	Jun 08 07:45 PM
Wu Eric Chung-Wei	Director	Jun 05 '23	Sale	2.36	1,500,000	3,540,000	26,130,676	Jun 05 08:08 PM
Wu Eric Chung-Wei	Director	Jun 02 '23	Sale	2.53	1,500,000	3,799,200	27,630,676	Jun 05 08:08 PM
Wu Eric Chung-Wei	Director	Jun 01 '23	Sale	2.60	1,500,000	3,893,550	29,130,676	Jun 05 08:08 PM
Wu Eric Chung-Wei	Director	May 15 '23	Sale	1.94	49,082	95,303	30,630,676	May 17 04:23 PM

Open in Screener

EVH

Evolent Health Inc

May 06 • 04:00PM ET

27.24

Dollar change +0.14
Percentage change 0.52	%

Healthcare • Health Information Services • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

EVH Evolent Health Inc daily Stock Chart

Held by: VTI VB IWM VXF VBK IWO SCHA VTWO VHT DFAS

Index	RUT	P/E	-	EPS (ttm)	-1.28	Insider Own	5.10%	Shs Outstand	113.89M	Perf Week	-2.05%
Market Cap	3.14B	Forward P/E	18.09	EPS next Y	1.51	Insider Trans	-2.52%	Shs Float	109.54M	Perf Month	-10.28%
Income	-142.26M	PEG	-	EPS next Q	0.22	Inst Own	110.06%	Short Float	10.39%	Perf Quarter	-7.44%
Sales	1.96B	P/S	1.60	EPS this Y	18.74%	Inst Trans	5.19%	Short Ratio	12.40	Perf Half Y	13.45%
Book/sh	9.38	P/B	2.91	EPS next Y	45.73%	ROA	-5.03%	Short Interest	11.38M	Perf Year	-18.81%
Cash/sh	1.79	P/C	15.22	EPS next 5Y	30.00%	ROE	-11.73%	52W Range	23.33 - 35.83	Perf YTD	-17.53%
Dividend Est.	0.13 (0.49%)	P/FCF	27.62	EPS past 5Y	-13.43%	ROI	-7.56%	52W High	-23.97%	Beta	1.51
Dividend TTM	-	Quick Ratio	1.01	Sales past 5Y	27.32%	Gross Margin	17.11%	52W Low	16.76%	ATR (14)	0.87
Dividend Ex-Date	-	Current Ratio	1.01	EPS Y/Y TTM	-548.93%	Oper. Margin	1.57%	RSI (14)	28.73	Volatility	2.80% 2.88%
Employees	4700	Debt/Eq	0.77	Sales Y/Y TTM	45.26%	Profit Margin	-7.24%	Recom	1.20	Target Price	44.86
Option/Short	Yes / Yes	LT Debt/Eq	0.76	EPS Q/Q	-220.49%	Payout	-	Rel Volume	1.22	Prev Close	27.10
Sales Surprise	2.51%	EPS Surprise	38.14%	Sales Q/Q	45.40%	Earnings	May 09 AMC	Avg Volume	917.91K	Price	27.24
SMA20	-6.80%	SMA50	-13.34%	SMA200	-7.03%	Trades		Volume	1,120,449	Change	0.52%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-22-24	Initiated	Citigroup	Buy	$40
Mar-01-24	Initiated	Oppenheimer	Outperform	$45
Jan-03-24	Initiated	Barclays	Overweight	$39
Dec-06-23	Initiated	JMP Securities	Mkt Outperform	$37
Oct-16-23	Initiated	UBS	Buy	$46
Apr-12-23	Initiated	Stephens	Overweight	$40
Nov-01-22	Initiated	Truist	Hold	$33
Jul-29-22	Initiated	RBC Capital Mkts	Outperform	$40
Mar-30-22	Initiated	Guggenheim	Buy	$43
Nov-18-21	Upgrade	JP Morgan	Neutral → Overweight	$26 → $37
Apr-29-21	Resumed	JP Morgan	Neutral	$23
Jan-07-21	Initiated	BTIG Research	Buy	$20
Jul-06-20	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Jun-05-20	Downgrade	Goldman	Buy → Neutral	$13 → $8
Jun-02-20	Downgrade	Cantor Fitzgerald	Overweight → Neutral	$9 → $8
Oct-05-18	Resumed	Leerink Partners	Outperform	$35
Jun-04-18	Initiated	Piper Jaffray	Overweight	$30
Apr-24-18	Resumed	JP Morgan	Neutral	$17
Sep-20-17	Initiated	KeyBanc Capital Mkts	Overweight	$23
Jun-02-17	Initiated	Robert W. Baird	Outperform	$30

Show Previous Ratings

Apr-18-24 04:30PM	Evolent To Release First Quarter 2024 Financial Results on Thursday, May 9, 2024 (PR Newswire)
Mar-14-24 09:55AM	Does Evolent Health (EVH) Have the Potential to Rally 34.46% as Wall Street Analysts Expect? (Zacks)
Feb-27-24 09:55AM	Wall Street Analysts Predict a 35.7% Upside in Evolent Health (EVH): Here's What You Should Know (Zacks)
Feb-23-24 11:39AM	Evolent Health, Inc. (NYSE:EVH) Q4 2023 Earnings Call Transcript (Insider Monkey) +14.44%
07:54AM	Q4 2023 Evolent Health Inc Earnings Call (Thomson Reuters StreetEvents)
01:15AM	Loading…
01:15AM	Evolent Health (EVH) Q4 2023 Earnings Call Transcript (Motley Fool)
Feb-22-24 05:06PM	Evolent Health: Q4 Earnings Snapshot (Associated Press Finance)
04:37PM	Evolent Health Inc (EVH) Reports Robust Revenue Growth and Improved Adjusted EBITDA in 2023 (GuruFocus.com)
04:10PM	Evolent Announces Fourth Quarter and Full Year 2023 Results (PR Newswire)
Feb-14-24 04:10PM	Evolent Adds Russell Glass, Headspace CEO, to Board of Directors (PR Newswire)
Jan-25-24 07:00AM	Evolent to Release Fourth Quarter 2023 Financial Results on Thursday, February 22, 2024 (PR Newswire)
Dec-07-23 09:55AM	How Much Upside is Left in Evolent Health (EVH)? Wall Street Analysts Think 59.66% (Zacks)
01:05AM	Insider Sell: CEO Seth Blackley Sells 141,000 Shares of Evolent Health Inc (EVH) (GuruFocus.com)
Dec-06-23 08:10AM	Evolent Health Looks to Start an Advance, But When? (TheStreet.com) +6.15%
Dec-05-23 10:59PM	Evolent Health, Inc. Announces Pricing of $350.0 Million of Convertible Senior Notes Due 2029 to Pay Down Senior Term Loan (PR Newswire) -9.10%
07:00AM	Loading…
07:00AM	Evolent Health, Inc. Announces Proposed Offering of $350.0 Million of Convertible Senior Notes Due 2029 to Pay Down Senior Term Loan (PR Newswire)
Nov-20-23 09:55AM	Wall Street Analysts See a 56.84% Upside in Evolent Health (EVH): Can the Stock Really Move This High? (Zacks)
Nov-05-23 05:18PM	Evolent Health, Inc. (NYSE:EVH) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-03-23 05:30AM	Evolent Health (EVH) Q3 2023 Earnings Call Transcript (Motley Fool) +13.54%
Nov-02-23 07:09PM	Evolent Health Inc (EVH) Reports Q3 2023 Earnings: Revenue Up by 44.9% YoY, Net Loss of $33. ... (GuruFocus.com)
06:50PM	Evolent Health (EVH) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
05:49PM	Evolent Health: Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	Evolent Announces Third Quarter 2023 Results (PR Newswire)
Oct-26-23 07:52AM	Billionaire Ray Dalios 15 Best Stock Picks (Insider Monkey) -7.37%
Oct-25-23 07:30PM	Celestica (CLS) Beats Q3 Earnings and Revenue Estimates (Zacks)
Oct-23-23 09:55AM	Wall Street Analysts Think Evolent Health (EVH) Could Surge 76.14%: Read This Before Placing a Bet (Zacks)
Oct-10-23 05:30PM	Evolent to release third quarter financial results on Thursday, Nov. 2, 2023, and participate in upcoming investor conferences (PR Newswire)
09:15AM	CrowdStrike (CRWD) Hit a 52 Week High, Can the Run Continue? (Zacks)
Oct-06-23 09:55AM	Wall Street Analysts Believe Evolent Health (EVH) Could Rally 77.45%: Here's is How to Trade (Zacks)
Oct-05-23 12:00PM	Evolent Health (EVH) Moves to Buy: Rationale Behind the Upgrade (Zacks)
05:20PM	Loading…
Aug-24-23 05:20PM	Evolent saves Medicare more than $55 million through its Medicare Shared Savings Program ACO (PR Newswire)
Aug-08-23 05:00PM	Evolent Health to Participate in Upcoming Conferences (PR Newswire)
Aug-04-23 09:51AM	Evolent Health, Inc. (NYSE:EVH) Q2 2023 Earnings Call Transcript (Insider Monkey) +5.90%
Aug-02-23 10:30PM	Evolent Health (EVH) Q2 2023 Earnings Call Transcript (Motley Fool)
07:35PM	Evolent Health (EVH) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
06:32PM	Evolent Health: Q2 Earnings Snapshot (AP Finance)
04:10PM	Evolent Announces Second Quarter 2023 Results (PR Newswire)
Jul-26-23 04:42PM	Evolent welcomes Toyin Ajayi to its Board of Directors (PR Newswire)
Jul-13-23 04:15PM	Evolent to Release Second Quarter Financial Results on Wednesday, August 2, 2023 (PR Newswire)
Jul-11-23 09:00AM	Evolent Health announces focus on value-based specialty care with rebrand, unification of all solutions under "Evolent" (PR Newswire)
Jul-03-23 09:51AM	We Like These Underlying Return On Capital Trends At Evolent Health (NYSE:EVH) (Simply Wall St.)
May-22-23 07:50AM	Evolent Health, Inc.'s (NYSE:EVH) Intrinsic Value Is Potentially 76% Above Its Share Price (Simply Wall St.)
May-09-23 07:30AM	Evolent Health to Participate in Upcoming Conferences (PR Newswire)
May-05-23 12:40PM	Market Still Lacking Some Conviction On Evolent Health, Inc. (NYSE:EVH) (Simply Wall St.)
May-04-23 11:47AM	Q1 2023 Evolent Health Inc Earnings Call (Thomson Reuters StreetEvents)
02:00AM	Evolent Health (EVH) Q1 2023 Earnings Call Transcript (Motley Fool)
May-03-23 06:45PM	Evolent Health (EVH) Beats Q1 Earnings Estimates (Zacks)
05:34PM	Evolent Health: Q1 Earnings Snapshot (AP Finance)
04:10PM	Evolent Health Announces First Quarter 2023 Results (PR Newswire)
Apr-19-23 04:10PM	Evolent Health Names New Independent Nominee for Election to Board of Directors (PR Newswire)
Apr-18-23 01:10PM	Evolent Health, Inc. (NYSE:EVH) Has Found A Path To Profitability (Simply Wall St.)
Apr-17-23 04:45PM	Evolent Health to Release First Quarter Financial Results on Wednesday, May 3, 2023 (PR Newswire)
Mar-30-23 11:10AM	Centene (CNC) Expands Evolent Partnership to Boost Quality (Zacks)
Mar-29-23 04:10PM	Evolent Health and Centene Agree to Expanded Partnership for Oncology Specialty Care for Medicare Advantage Members (PR Newswire)
Mar-27-23 07:29AM	Investors in Evolent Health (NYSE:EVH) have made a massive return of 443% over the past three years (Simply Wall St.)
Mar-08-23 06:30AM	Daily Vickers Top Buyers & Sellers for 03/08/2023 (Argus Research)
Mar-03-23 08:00AM	Evolent Health to Participate in Upcoming Conferences (PR Newswire)
Feb-24-23 05:44AM	Evolent Health Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Feb-23-23 01:10PM	Evolent Health Q4 Top-Line Beats Expectation, Analyst Points To Visible Growth Outlook (Benzinga) +10.58%
Feb-22-23 10:00PM	Evolent Health (EVH) Q4 2022 Earnings Call Transcript (Motley Fool)
06:55PM	Evolent Health (EVH) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
04:10PM	Evolent Health Announces Fourth Quarter and Full Year 2022 Results (PR Newswire)
Feb-09-23 08:15AM	EngageSmart (ESMT) Matches Q4 Earnings Estimates (Zacks)
Feb-02-23 05:18AM	Heres Why Evolent Health (EVH) Declined in Q4 (Insider Monkey)
Jan-31-23 05:00PM	Evolent Health, Inc. to Release Fourth Quarter Financial Results and Host Conference Call on Wednesday, February 22, 2023 (PR Newswire)
Jan-23-23 12:20PM	Centene completes sale of benefit management subsidiary to Evolent Health (American City Business Journals)
11:58AM	Evolent Health (NYSE:EVH) Is Looking To Continue Growing Its Returns On Capital (Simply Wall St.)
Jan-03-23 05:37AM	Is There Now An Opportunity In Evolent Health, Inc. (NYSE:EVH)? (Simply Wall St.)
Dec-13-22 05:36AM	Are Investors Undervaluing Evolent Health, Inc. (NYSE:EVH) By 48%? (Simply Wall St.)
Nov-29-22 04:15PM	Evolent Health to Participate in Upcoming Conferences (PR Newswire)
Nov-18-22 03:01PM	This Analyst Is Bullish On Evolent Health's Recent Deal, Calls 'Highly Strategic Acquisition' (Benzinga) +14.67%
11:21AM	Why Evolent Health Stock Is Soaring Today (Motley Fool)
06:50AM	Centene Agrees To Divest Magellan Specialty Health To Evolent Health (Benzinga)
Nov-17-22 06:37PM	Clayton-based Centene to sell a specialty benefit management business for $750M in latest divesture (American City Business Journals)
04:45PM	Centene agrees to sell benefit-management unit to Evolent Health for $750 million (MarketWatch)
04:01PM	EVOLENT HEALTH ANNOUNCES ACQUISITION OF SPECIALTY ASSET NIA AND STRATEGIC PARTNERSHIP WITH CENTENE (PR Newswire)
Nov-16-22 06:42PM	Why Evolent Health Stock Sank by Over 6% Today (Motley Fool) -6.41%
Nov-15-22 09:49AM	Ray Dalio Stock Portfolio Q3 2022: Top 10 Small-Cap Stocks (Insider Monkey)
Nov-04-22 09:35AM	Down 29.6% in 4 Weeks, Here's Why You Should You Buy the Dip in Evolent Health (EVH) (Zacks) -5.58%
Nov-02-22 10:30PM	Evolent Health (EVH) Q3 2022 Earnings Call Transcript (Motley Fool)
07:05PM	Evolent Health (EVH) Q3 Earnings Top Estimates (Zacks)
04:10PM	Evolent Health Announces Third Quarter 2022 Results (PR Newswire)
Oct-20-22 09:40AM	Is Evolent Health (EVH) Outperforming Other Computer and Technology Stocks This Year? (Zacks)
Oct-17-22 12:11PM	Evolent Health (NYSE:EVH) pulls back 8.8% this week, but still delivers shareholders enviable 61% CAGR over 3 years (Simply Wall St.)
Oct-14-22 09:18AM	Evolent Health, Inc. to Release Third Quarter Operating Results and Host Conference Call on Wednesday, November 2, 2022 (PR Newswire)
Oct-04-22 09:40AM	Is Absolute Software (ABST) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Sep-30-22 07:30AM	Chicago Faith Leaders Plan Coordinated Sermons to Destigmatize Mental Health in Underserved Communities (Business Wire)
Sep-22-22 09:25AM	Top 10 Stock Picks of Joe Milanos Greenhouse Funds (Insider Monkey)
Sep-09-22 05:00AM	Evolent Health to Participate in Upcoming Conferences (PR Newswire)
Sep-06-22 05:22PM	Evolent names new president, will bid farewell to co-founder (American City Business Journals)
04:15PM	Evolent Health Announces Dan McCarthy Appointed as President, Frank J. Williams to Retire from Evolent's Board of Directors in 2023 (PR Newswire)
Aug-10-22 12:00PM	What Makes Evolent Health (EVH) a Strong Momentum Stock: Buy Now? (Zacks)
11:55AM	Evolent Health to Participate in the CG Growth Conference (PR Newswire)
Aug-08-22 09:55AM	Wall Street Analysts Predict a 28% Upside in Evolent Health (EVH): Here's What You Should Know (Zacks)
Aug-05-22 07:42AM	The Return Trends At Evolent Health (NYSE:EVH) Look Promising (Simply Wall St.)
Aug-03-22 02:48PM	Why Evolent Health Was Such a Healthy Stock Today (Motley Fool)
08:10AM	Dow Jones Futures Signal Market Rally; AMD Leads Earnings Movers, Tesla Rival BYD's Sales Soar (Investor's Business Daily)
Aug-02-22 11:30PM	Evolent Health (EVH) Q2 2022 Earnings Call Transcript (Motley Fool)
06:45PM	Evolent Health (EVH) Q2 Earnings and Revenues Beat Estimates (Zacks)
04:55PM	Evolent Health Jumps On Soaring Earnings, Strong Guidance (Investor's Business Daily)

Evolent Health, Inc. engages in the provision of healthcare delivery and payment services. It deals with population health management, health plan and third party administration, network performance and pharmacy benefit management, risk adjustment, analytics and performance improvement, and technology and electronic medical record integration. The firm operates through Services and True Health segments. The Services segment includes clinical and administrative solutions such as total cost of care management and specialty care management and comprehensive health plan administrative services. The True Health segment offers a physician-led health plan for employer-sponsored health coverage. The company was founded by Frank J. Williams, Seth B. Blackley, and Thomas Peterson III in August 2011 and is headquartered in Arlington, VA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Blackley Seth	Chief Executive Officer	Dec 05 '23	Sale	26.54	141,000	3,741,475	637,645	Dec 06 04:49 PM
Blackley Seth	Chief Executive Officer	Dec 04 '23	Option Exercise	0.00	280,000	0	778,645	Dec 06 04:49 PM
McCarthy Daniel Joseph	PRESIDENT	Nov 15 '23	Option Exercise	10.65	3,000	31,950	201,333	Nov 20 08:01 AM
McCarthy Daniel Joseph	PRESIDENT	Nov 15 '23	Sale	30.00	11,000	330,000	198,333	Nov 20 08:01 AM
Rafferty Emily Ann	Chief Operating Officer	Aug 15 '23	Sale	28.05	7,900	221,595	70,897	Aug 17 04:35 PM
Blackley Seth	Chief Executive Officer	Jun 28 '23	Option Exercise	3.84	33,011	126,762	816,022	Jun 30 04:27 PM
Blackley Seth	Chief Executive Officer	Jun 28 '23	Sale	30.78	33,011	1,016,022	783,011	Jun 30 04:27 PM
Blackley Seth	Chief Executive Officer	Jun 16 '23	Option Exercise	3.84	2,098	8,056	785,109	Jun 20 04:36 PM
Blackley Seth	Chief Executive Officer	Jun 16 '23	Sale	30.16	2,098	63,276	783,011	Jun 20 04:36 PM
Blackley Seth	Chief Executive Officer	Jun 15 '23	Option Exercise	3.84	75,931	291,575	858,942	Jun 20 04:36 PM
Blackley Seth	Chief Executive Officer	Jun 15 '23	Sale	30.20	75,931	2,293,116	783,011	Jun 20 04:36 PM
Scott Cheryl	Director	Jun 14 '23	Sale	30.01	2,365	70,974	53,788	Jun 16 04:38 PM
DUFFY MARY BRIDGET	Director	Jun 13 '23	Sale	30.97	5,564	172,317	49,935	Jun 15 04:24 PM
Holder Diane	Director	Jun 12 '23	Sale	31.26	12,000	375,120	60,140	Jun 14 05:04 PM
McCarthy Daniel Joseph	PRESIDENT	Jun 12 '23	Sale	31.44	1,000	31,440	206,333	Jun 14 05:01 PM
WILLIAMS FRANK J	Director	Jun 01 '23	Option Exercise	9.68	110,000	1,064,896	929,812	Jun 05 04:23 PM
WILLIAMS FRANK J	Director	Jun 01 '23	Sale	29.52	110,000	3,247,108	819,812	Jun 05 04:23 PM

Open in Screener

ISRG

Intuitive Surgical Inc

May 06 • 04:00PM ET

383.05

Dollar change +1.69
Percentage change 0.44	%

Healthcare • Medical Instruments & Supplies • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

ISRG Intuitive Surgical Inc daily Stock Chart

Held by: VTI VOO QQQ IVV VUG IHI VHT IWF QQQM BOTZ

Index	NDX, S&P 500	P/E	69.12	EPS (ttm)	5.54	Insider Own	0.69%	Shs Outstand	352.30M	Perf Week	2.38%
Market Cap	135.87B	Forward P/E	52.02	EPS next Y	7.36	Insider Trans	-10.71%	Shs Float	352.25M	Perf Month	-1.37%
Income	1.99B	PEG	5.50	EPS next Q	1.54	Inst Own	85.12%	Short Float	0.91%	Perf Quarter	-0.23%
Sales	7.32B	P/S	18.57	EPS this Y	9.95%	Inst Trans	-0.44%	Short Ratio	2.16	Perf Half Y	37.84%
Book/sh	39.36	P/B	9.73	EPS next Y	17.29%	ROA	13.76%	Short Interest	3.22M	Perf Year	26.33%
Cash/sh	13.53	P/C	28.31	EPS next 5Y	12.56%	ROE	15.79%	52W Range	254.85 - 403.76	Perf YTD	13.54%
Dividend Est.	-	P/FCF	664.41	EPS past 5Y	9.71%	ROI	14.24%	52W High	-5.13%	Beta	1.39
Dividend TTM	-	Quick Ratio	4.61	Sales past 5Y	14.41%	Gross Margin	66.41%	52W Low	50.30%	ATR (14)	8.90
Dividend Ex-Date	-	Current Ratio	5.55	EPS Y/Y TTM	52.08%	Oper. Margin	25.26%	RSI (14)	53.92	Volatility	1.92% 2.42%
Employees	13676	Debt/Eq	0.00	Sales Y/Y TTM	13.81%	Profit Margin	27.16%	Recom	2.00	Target Price	425.67
Option/Short	Yes / Yes	LT Debt/Eq	0.00	EPS Q/Q	51.45%	Payout	0.00%	Rel Volume	0.57	Prev Close	381.36
Sales Surprise	1.09%	EPS Surprise	5.89%	Sales Q/Q	11.46%	Earnings	Apr 18 AMC	Avg Volume	1.49M	Price	383.05
SMA20	1.37%	SMA50	-0.56%	SMA200	14.56%	Trades		Volume	854,638	Change	0.44%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-17-23	Initiated	HSBC Securities	Buy	$318
Jul-19-23	Initiated	Robert W. Baird	Outperform	$377
Apr-19-23	Reiterated	Wells Fargo	Overweight	$289 → $310
Apr-19-23	Reiterated	Truist	Buy	$300 → $325
Apr-19-23	Reiterated	Stifel	Buy	$285 → $315
Apr-19-23	Reiterated	RBC Capital Mkts	Outperform	$305 → $309
Apr-19-23	Reiterated	Raymond James	Outperform	$270 → $323
Apr-19-23	Reiterated	Morgan Stanley	Equal-Weight	$265 → $285
Apr-19-23	Reiterated	JP Morgan	Overweight	$250 → $335
Apr-19-23	Reiterated	Evercore ISI	In-line	$240 → $270
Apr-19-23	Reiterated	Citigroup	Buy	$305 → $317
Apr-19-23	Reiterated	BTIG Research	Buy	$284 → $313
Apr-19-23	Reiterated	BofA Securities	Buy	$300 → $315
Mar-29-23	Initiated	UBS	Neutral	$278
Mar-23-23	Initiated	William Blair	Outperform
Oct-18-22	Initiated	Barclays	Overweight	$235
Oct-13-22	Initiated	Mizuho	Neutral	$215
Oct-12-22	Initiated	Jefferies	Hold	$210
Apr-13-22	Initiated	Truist	Buy	$360
Apr-06-22	Initiated	Wolfe Research	Peer Perform	$315

Show Previous Ratings

May-06-24 02:25PM	Intuitive Surgical Insider Sold Shares Worth $649,420, According to a Recent SEC Filing (MT Newswires)
May-05-24 07:15AM	3 Robotics Stocks That Could Be Multibaggers in the Making: Spring Edition (InvestorPlace)
May-04-24 10:00AM	Shhh! 3 Secret Robotics Stocks Flying Below Wall Street's Radar (InvestorPlace)
May-03-24 08:30AM	Intuitive Surgical Builds On Its Robotic Surgery Prowess. But Challengers Are Coming. (Investor's Business Daily)
May-02-24 09:00AM	Here is What to Know Beyond Why Intuitive Surgical, Inc. (ISRG) is a Trending Stock (Zacks)
01:44PM	Loading…
Apr-30-24 01:44PM	Intuitive Surgical Insider Sold Shares Worth $695,293, According to a Recent SEC Filing (MT Newswires)
Apr-29-24 05:07PM	Cutting Edge Picks: 3 Med Tech Stocks With Room to Run (InvestorPlace)
Apr-26-24 02:19PM	3 Robotics Stocks That Will Make Early Investors Exceedingly Wealthy (InvestorPlace)
Apr-25-24 07:15PM	Intuitive Announces Board of Directors Elections and Retirements (GlobeNewswire)
06:00AM	Medtech Marvels: 3 Groundbreaking Medical Device Stocks to Watch in 2024 (InvestorPlace)
Apr-24-24 02:26PM	Intuitive Surgical Insider Sold Shares Worth $741,398, According to a Recent SEC Filing (MT Newswires)
11:16AM	Here's Why Boston Scientific Corporation (BSX) Rose in Q1 (Insider Monkey)
Apr-23-24 11:07AM	Intuitive Surgical (ISRG) Rose on its Announcement of Launch of a New Robotic System (Insider Monkey)
Apr-22-24 09:00AM	Intuitive Surgical, Inc. (ISRG) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Apr-20-24 01:03AM	Decoding Intuitive Surgical Inc (ISRG): A Strategic SWOT Insight (GuruFocus.com)
04:13PM	Loading…
Apr-19-24 04:13PM	Intuitive Surgical Reverses Lower On Expected 'Choppiness' For Its Pivotal Launch (Investor's Business Daily)
03:13PM	Hop on the Robotics Rocket: 3 Stocks on Pace to Triple by 2030 (InvestorPlace)
10:55AM	Intuitive Surgical, Inc. (NASDAQ:ISRG) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:08AM	Intuitive Surgical Stock Pops After Selling Eight New Robots In Two Weeks (Investor's Business Daily)
08:15AM	Got $500? 3 Healthcare Stocks to Buy and Hold Forever (Motley Fool)
07:59AM	Intuitive Surgical (ISRG) Q1 Earnings Beat, Procedures Robust (Zacks)
07:00AM	Q1 2024 Intuitive Surgical Inc Earnings Call (Thomson Reuters StreetEvents)
07:00AM	Intuitives rollout of new da Vinci 5 robot steals Q1 spotlight (MedTech Dive)
03:08AM	Intuitive Surgical Inc (ISRG) Q1 2024 Earnings Call Transcript Highlights: Robust Growth and ... (GuruFocus.com)
Apr-18-24 09:46PM	Intuitive Surgical Stock Jumps After Q1 Earnings Beat Amid da Vinci Robotic System Growth (Investopedia)
09:15PM	Intuitive Surgical (ISRG) Q1 2024 Earnings Call Transcript (Motley Fool)
08:53PM	ISRG Stock Earnings: Intuitive Surgical Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:00PM	Intuitive Surgical (ISRG) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:15PM	Intuitive Surgical, Inc. (ISRG) Q1 Earnings and Revenues Top Estimates (Zacks)
04:53PM	Intuitive Surgical Pops On Quick Uptake For Its New Robotic Surgeon (Investor's Business Daily)
04:52PM	Loading…
04:52PM	Medical device maker Intuitive beats estimates on strong demand for surgical robots (Reuters)
04:17PM	Intuitive Surgical Narrowly Beats First-Quarter Expectations, But Shares Remain Muted (Investor's Business Daily)
04:05PM	Intuitive Announces First Quarter Earnings (GlobeNewswire)
Apr-17-24 05:00PM	Robotics Stocks to Watch in April: 3 Top Picks Poised for Explosive Growth (InvestorPlace)
08:32AM	Should You Buy Intuitive Surgical (ISRG) Ahead of Earnings? (Zacks)
Apr-16-24 02:04PM	Is a Beat Likely for Intuitive Surgical (ISRG) in Q1 Earnings? (Zacks)
09:30AM	Is Intuitive Surgical (ISRG) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
Apr-15-24 09:19AM	Intuitive Surgical (ISRG) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Apr-14-24 09:30AM	What To Expect in the Markets This Week (Investopedia)
Apr-12-24 06:30AM	Wall Street Favorites: 3 Robotics Stocks with Strong Buy Ratings for April 2024 (InvestorPlace)
Apr-11-24 02:55PM	The 3 Most Promising MedTech Stocks to Invest In Now (InvestorPlace)
10:00AM	Intuitive Surgical, Inc. (ISRG) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-10-24 05:30PM	If You Can Only Buy One Robotics Stock in April, It Better Be One of These 3 Names (InvestorPlace)
09:21AM	Is Intuitive Surgical Stock Going to $430? 1 Wall Street Analyst Thinks So. (Motley Fool)
09:00AM	Intuitive Surgical, Inc. (ISRG) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
04:35AM	2 Monster Growth Stocks to Buy in 2024 Before They Surge Even Higher (Motley Fool)
Apr-09-24 06:00PM	Why Intuitive Surgical, Inc. (ISRG) Outpaced the Stock Market Today (Zacks)
Apr-04-24 10:52AM	Intuitive Surgical Stock Has 20% Upside, According to 1 Wall Street Analyst. Is the Stock a Buy Near Its All-Time High? (Motley Fool)
10:30AM	The 3 Most Undervalued Robotics Stocks to Buy in April 2024 (InvestorPlace)
Apr-03-24 06:00PM	Intuitive Surgical, Inc. (ISRG) Outperforms Broader Market: What You Need to Know (Zacks)
Apr-02-24 07:45AM	Meta Platforms, AMD Lead 10 Stocks Showing This Bullish Action (Investor's Business Daily)
07:04AM	Outperforming ETF manager names a potential 50-bagger in the stock market (MarketWatch)
Apr-01-24 02:37PM	The 3 Best Robotics Stocks to Buy in April 2024 (InvestorPlace)
12:10PM	Will Intuitive Surgical (ISRG) Beat Estimates Again in Its Next Earnings Report? (Zacks)
06:22AM	The 3 Best Robotics Stocks to Buy in Q2 2024 (InvestorPlace)
04:30AM	Meet The "Magnificent Seven" of Healthcare Stocks (Motley Fool)
Mar-31-24 07:45AM	2 Healthcare Artificial Intelligence (AI) Stocks That Could Be Smart Investment Bets (Motley Fool)
Mar-30-24 07:18AM	Is Intuitive Surgical Stock a Millionaire Maker? (Motley Fool)
Mar-29-24 09:00AM	Intuitive Surgical, Inc. (ISRG) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Mar-28-24 02:36PM	20 Best Stocks to Buy Right Now According to Financial Media (Insider Monkey)
08:00AM	3 Healthcare Stocks to Buy From 3 of the Best Actively Managed Funds (InvestorPlace)
Mar-27-24 05:50PM	Intuitive Surgical, Inc. (ISRG) Rises But Trails Market: What Investors Should Know (Zacks)
Mar-26-24 10:42AM	Reasons to Retain Intuitive Surgical (ISRG) in Your Portfolio (Zacks)
09:30AM	Brokers Suggest Investing in Intuitive Surgical (ISRG): Read This Before Placing a Bet (Zacks)
Mar-25-24 06:00PM	Intuitive Surgical, Inc. (ISRG) Dips More Than Broader Market: What You Should Know (Zacks)
09:53AM	1 New Reason to Buy Intuitive Surgical Stock and Hold Forever (Motley Fool)
Mar-22-24 02:59PM	Hot Stocks: The 3 Best Opportunities for Retirement Investing (InvestorPlace)
09:46AM	TELA Bio, Inc. (NASDAQ:TELA) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-21-24 08:45AM	1 Magnificent Growth Stock to Buy and Hold (Motley Fool)
05:06AM	3 Billionaires Are Selling Artificial Intelligence (AI) Stock Nvidia and Buying These 10 AI Stocks Instead (Motley Fool)
Mar-20-24 09:15AM	Springtime Profits: 3 Growth Stocks Poised to Bloom in March (InvestorPlace)
Mar-19-24 05:50PM	Intuitive Surgical, Inc. (ISRG) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
02:24PM	Hot Stocks: The 3 Best Opportunities for Investing in Robotics (InvestorPlace)
Mar-18-24 04:30PM	7 Stocks That Are Making Other CEOs Lose Sleep at Night (InvestorPlace)
09:00AM	Intuitive Surgical, Inc. (ISRG) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
05:42AM	Intuitive details launch plan for new da Vinci 5 robot (MedTech Dive)
Mar-15-24 04:11PM	Intuitive Surgical Yo-Yoes After Winning FDA Clearance For New Surgical Robot (Investor's Business Daily)
12:17PM	Adobe, Ulta Beauty fall; Madrigal, Intuitive Surgical rise, Friday, 3/15/2024 (Associated Press Finance)
10:42AM	Intuitive Surgical Pares Its Gains Despite Winning FDA Clearance For New Surgical Robot (Investor's Business Daily)
10:09AM	Intuitive Surgical's (ISRG) Da Vinci 5 Receives FDA Approval (Zacks)
09:41AM	ISRG Stock Alert: The FDA Is Giving Intuitive Surgical a Big Boost (InvestorPlace)
Mar-14-24 05:16PM	Intuitive Surgical Pops After Winning FDA Clearance For Next-Gen Robotic System (Investor's Business Daily)
04:30PM	Intuitive Announces FDA Clearance of Fifth-Generation Robotic System, da Vinci 5 (GlobeNewswire)
09:39AM	The Blue-Chip Advantage: 7 Stocks for Investors Who Play to Win (InvestorPlace)
Mar-13-24 05:50PM	Intuitive Surgical, Inc. (ISRG) Declines More Than Market: Some Information for Investors (Zacks)
Mar-12-24 03:00PM	Intuitive Surgical Inc EVP & Chief Strategy & Corporate Operations Officer Robert ... (GuruFocus.com)
Mar-09-24 02:11PM	Wall Street Picked These 13 AI Stocks for 2024 (Insider Monkey)
08:03AM	12 Best AI ETFs To Invest In 2024 (Insider Monkey)
Mar-06-24 01:31PM	The Top 3 Robotics Stocks to Buy in March 2024 (InvestorPlace)
11:56AM	15 Countries with the Best Public Health Systems in the World (Insider Monkey)
09:00AM	Investors Heavily Search Intuitive Surgical, Inc. (ISRG): Here is What You Need to Know (Zacks)
07:11AM	Analyst Report: Intuitive Surgical, Inc. (Morningstar Research)
Mar-05-24 06:05PM	The Top 3 Stocks for Beginners With Little Money in March 2024 (InvestorPlace)
Mar-04-24 05:50PM	Intuitive Surgical, Inc. (ISRG) Advances While Market Declines: Some Information for Investors (Zacks)
Mar-03-24 10:15AM	Adding $1,000 to These Top Growth Stocks Would Be a Brilliant Move (Motley Fool)
Mar-02-24 12:42AM	Intuitive Surgical Inc (ISRG) EVP & Chief Medical Officer Myriam Curet Sells Company Shares (GuruFocus.com)
Feb-29-24 04:08PM	3 Value Tech Stocks Ripe for the Picking (InvestorPlace)
Feb-27-24 05:50PM	Intuitive Surgical, Inc. (ISRG) Stock Sinks As Market Gains: What You Should Know (Zacks)
Feb-26-24 04:54PM	3 Breakout Stocks to Buy BEFORE They Take Flight (InvestorPlace)
01:43AM	Automation Aces: 3 Top Robotics Stocks to Command Your Portfolio (InvestorPlace)

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
RUBASH MARK J	Director	May 03 '24	Option Exercise	295.92	1,709	505,727	17,760	May 06 02:18 PM
RUBASH MARK J	Director	May 03 '24	Sale	380.00	1,709	649,420	16,051	May 06 02:18 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Apr 29 '24	Option Exercise	249.61	376	93,855	5,695	Apr 30 01:36 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Apr 29 '24	Sale	375.39	376	141,147	5,507	Apr 30 01:36 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Apr 26 '24	Option Exercise	273.00	1,498	408,950	5,903	Apr 30 01:36 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Apr 26 '24	Sale	369.92	1,498	554,146	5,507	Apr 30 01:36 PM
Beery Joseph C	Director	Apr 25 '24	Option Exercise	0.00	569	0	2,371	Apr 26 03:09 PM
BARRATT CRAIG H	Director	Apr 25 '24	Option Exercise	0.00	804	0	26,155	Apr 26 02:57 PM
Reed Monica P	Director	Apr 25 '24	Option Exercise	0.00	569	0	1,606	Apr 26 02:47 PM
LEVY ALAN J	Director	Apr 25 '24	Option Exercise	0.00	569	0	25,888	Apr 26 02:38 PM
Leonard Keith R	Director	Apr 25 '24	Option Exercise	0.00	569	0	1,606	Apr 26 03:44 PM
Ladd Amy L	Director	Apr 25 '24	Option Exercise	0.00	569	0	1,271	Apr 26 04:12 PM
Johnson Amal M	Director	Apr 25 '24	Option Exercise	0.00	569	0	12,275	Apr 26 05:03 PM
KANIA DON R	Director	Apr 25 '24	Option Exercise	0.00	569	0	3,838	Apr 26 08:08 PM
Kolli Sreelakshmi	Director	Apr 25 '24	Option Exercise	0.00	240	0	240	Apr 26 08:34 PM
NACHTSHEIM JAMI K	Director	Apr 25 '24	Option Exercise	0.00	569	0	5,632	Apr 26 08:41 PM
RUBASH MARK J	Director	Apr 25 '24	Option Exercise	0.00	569	0	16,051	Apr 29 05:15 PM
Curet Myriam	EVP & Chief Medical Officer	Apr 23 '24	Option Exercise	180.27	5,318	958,650	3,116	Apr 24 01:18 PM
LEVY ALAN J	Director	Apr 23 '24	Option Exercise	154.24	2,000	308,473	27,319	Apr 24 02:22 PM
Curet Myriam	EVP & Chief Medical Officer	Apr 23 '24	Sale	370.66	5,318	1,971,160	298	Apr 24 01:18 PM
LEVY ALAN J	Director	Apr 23 '24	Sale	370.70	2,000	741,398	25,319	Apr 24 02:22 PM
Widman Fredrik	VP Corporate Controller	Mar 15 '24	Option Exercise	59.23	1,224	72,495	722	Mar 18 02:35 PM
Widman Fredrik	VP Corporate Controller	Mar 15 '24	Sale	397.07	5,041	2,001,630	110	Mar 18 02:35 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Mar 11 '24	Option Exercise	243.03	329	79,956	5,627	Mar 11 08:11 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Mar 11 '24	Sale	390.16	329	128,363	5,507	Mar 11 08:11 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Mar 11 '24	Sale	390.16	196	76,471	1,058	Mar 11 04:43 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Mar 08 '24	Option Exercise	297.63	14,728	4,383,438	18,224	Mar 11 08:11 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Mar 08 '24	Sale	393.80	20,296	7,992,510	5,507	Mar 11 08:11 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Mar 08 '24	Sale	392.02	196	76,836	1,254	Mar 11 04:43 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Mar 07 '24	Sale	393.30	196	77,087	1,450	Mar 07 05:17 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Mar 06 '24	Sale	386.76	196	75,805	1,646	Mar 07 05:17 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Mar 05 '24	Sale	400.00	196	78,400	1,842	Mar 07 05:17 PM
Curet Myriam	EVP & Chief Medical Officer	Mar 01 '24	Sale	383.48	1,605	615,485	298	Mar 01 06:11 PM
Curet Myriam	EVP & Chief Medical Officer	Feb 29 '24	Option Exercise	0.00	3,256	0	3,045	Feb 29 05:00 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Feb 29 '24	Option Exercise	0.00	3,676	0	11,772	Feb 29 05:16 PM
Rosa David J.	President	Feb 29 '24	Option Exercise	0.00	3,757	0	218,555	Feb 29 01:18 PM
Widman Fredrik	VP Corporate Controller	Feb 29 '24	Option Exercise	0.00	1,317	0	4,094	Feb 29 01:04 PM
Samath Jamie	Chief Financial Officer	Feb 29 '24	Option Exercise	0.00	2,006	0	9,139	Feb 29 07:48 PM
GUTHART GARY S	CEO	Feb 29 '24	Option Exercise	0.00	6,370	0	16,629	Mar 01 01:01 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 29 '24	Option Exercise	0.00	1,843	0	2,483	Feb 29 07:38 PM
Charlton Henry L	SVP & Chief Commercial and Mkt	Feb 29 '24	Option Exercise	0.00	2,201	0	23,824	Feb 29 06:56 PM
Miller Brian Edward	EVP & Chief Digital Officer	Feb 29 '24	Option Exercise	0.00	2,817	0	13,028	Feb 29 07:26 PM
MOHR MARSHALL	Executive VP Global Business S	Feb 29 '24	Option Exercise	0.00	3,256	0	50,150	Feb 29 07:17 PM
MOHR MARSHALL	Executive VP Global Business S	Feb 28 '24	Option Exercise	142.35	129,810	18,478,437	58,397	Feb 29 07:17 PM
MOHR MARSHALL	Executive VP Global Business S	Feb 28 '24	Sale	385.08	108,790	41,893,066	26,877	Feb 29 07:17 PM
Curet Myriam	EVP & Chief Medical Officer	Feb 27 '24	Sale	386.46	843	325,786	298	Feb 27 03:58 PM
Curet Myriam	EVP & Chief Medical Officer	Feb 26 '24	Option Exercise	0.00	1,710	0	2,008	Feb 27 03:58 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 26 '24	Option Exercise	0.00	855	0	1,564	Feb 27 04:16 PM
Samath Jamie	Chief Financial Officer	Feb 26 '24	Option Exercise	0.00	1,284	0	8,197	Feb 27 03:26 PM
Rosa David J.	President	Feb 26 '24	Option Exercise	0.00	1,710	0	216,807	Feb 27 03:19 PM
MOHR MARSHALL	Executive VP Global Business S	Feb 26 '24	Option Exercise	0.00	1,710	0	27,744	Feb 27 03:35 PM
Miller Brian Edward	EVP & Chief Digital Officer	Feb 26 '24	Option Exercise	0.00	1,650	0	11,432	Feb 27 03:49 PM
Widman Fredrik	VP Corporate Controller	Feb 26 '24	Option Exercise	0.00	609	0	3,298	Feb 27 01:19 PM
Charlton Henry L	SVP & Chief Commercial and Mkt	Feb 26 '24	Option Exercise	0.00	1,284	0	22,649	Feb 26 01:35 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Feb 26 '24	Option Exercise	0.00	1,587	0	9,597	Feb 27 06:34 PM
GUTHART GARY S	CEO	Feb 26 '24	Option Exercise	0.00	3,030	0	13,754	Feb 26 07:38 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 16 '24	Sale	378.29	32	12,105	709	Feb 16 05:51 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 15 '24	Sale	382.03	30	11,461	741	Feb 16 05:51 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 14 '24	Sale	380.09	30	11,403	771	Feb 16 05:51 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 13 '24	Sale	375.50	30	11,265	801	Feb 13 06:27 PM
Curet Myriam	EVP & Chief Medical Officer	Feb 12 '24	Sale	386.09	481	185,709	298	Feb 13 12:29 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 12 '24	Sale	386.09	30	11,583	831	Feb 13 06:27 PM
Curet Myriam	EVP & Chief Medical Officer	Feb 10 '24	Option Exercise	0.00	838	0	1,136	Feb 13 12:29 PM
Widman Fredrik	VP Corporate Controller	Feb 10 '24	Option Exercise	0.00	568	0	2,911	Feb 12 02:11 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Feb 10 '24	Option Exercise	0.00	958	0	8,326	Feb 12 02:04 PM
GUTHART GARY S	CEO	Feb 10 '24	Option Exercise	0.00	2,634	0	12,059	Feb 12 03:38 PM
Samath Jamie	Chief Financial Officer	Feb 10 '24	Option Exercise	0.00	1,078	0	7,314	Feb 12 03:29 PM
Charlton Henry L	SVP & Chief Commercial and Mkt	Feb 10 '24	Option Exercise	0.00	1,078	0	21,703	Feb 12 01:55 PM
MOHR MARSHALL	Executive VP Global Business S	Feb 10 '24	Option Exercise	0.00	2,873	0	27,119	Feb 12 03:21 PM
Miller Brian Edward	EVP & Chief Digital Officer	Feb 10 '24	Option Exercise	0.00	1,317	0	10,269	Feb 12 04:23 PM
Brosius Mark	See Remarks	Feb 10 '24	Option Exercise	0.00	838	0	1,286	Feb 12 04:23 PM
Rosa David J.	President	Feb 10 '24	Option Exercise	0.00	1,437	0	215,826	Feb 12 04:54 PM
LOEB GARY	General Counsel	Feb 10 '24	Option Exercise	0.00	315	0	2,024	Feb 12 08:57 PM
Rosa David J.	President	Feb 07 '24	Option Exercise	52.37	140,850	7,375,967	230,089	Feb 08 02:06 PM
Rosa David J.	President	Feb 07 '24	Sale	389.28	80,710	31,418,468	163,399	Feb 08 02:06 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 01 '24	Sale	378.41	39	14,758	448	Feb 05 05:15 PM
GUTHART GARY S	CEO	Jan 29 '24	Option Exercise	51.02	33,750	1,721,776	33,750	Jan 30 04:28 PM
GUTHART GARY S	CEO	Jan 29 '24	Sale	376.06	24,325	9,147,669	9,425	Jan 30 04:28 PM
GUTHART GARY S	CEO	Jan 29 '24	Sale	374.41	4,960	1,857,074	27,360	Jan 30 04:28 PM
Curet Myriam	EVP & Chief Medical Officer	Jan 26 '24	Option Exercise	179.67	4,318	775,816	3,007	Jan 29 05:32 PM
Johnson Amal M	Director	Jan 26 '24	Option Exercise	56.97	6,696	381,501	18,402	Jan 29 05:25 PM
LEVY ALAN J	Director	Jan 26 '24	Option Exercise	92.79	2,000	185,578	27,247	Jan 29 05:28 PM
Johnson Amal M	Director	Jan 26 '24	Sale	370.08	6,696	2,478,032	11,706	Jan 29 05:25 PM
Curet Myriam	EVP & Chief Medical Officer	Jan 26 '24	Sale	370.15	4,318	1,598,298	189	Jan 29 05:32 PM
LEVY ALAN J	Director	Jan 26 '24	Sale	370.20	2,000	740,405	25,319	Jan 29 05:28 PM
Curet Myriam	EVP & Chief Medical Officer	Nov 16 '23	Option Exercise	173.01	8,819	1,525,799	4,689	Nov 17 03:00 PM
Johnson Amal M	Director	Nov 16 '23	Option Exercise	41.26	9,567	394,713	21,273	Nov 17 03:11 PM
Johnson Amal M	Director	Nov 16 '23	Sale	300.00	9,567	2,870,100	11,706	Nov 17 03:11 PM
Curet Myriam	EVP & Chief Medical Officer	Nov 16 '23	Sale	300.00	8,819	2,645,700	189	Nov 17 03:00 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Nov 14 '23	Option Exercise	244.58	867	212,054	7,856	Nov 15 06:45 PM
LEVY ALAN J	Director	Nov 14 '23	Option Exercise	90.49	2,000	180,989	27,319	Nov 15 06:44 PM
LEVY ALAN J	Director	Nov 14 '23	Sale	290.00	2,000	580,000	25,319	Nov 15 06:44 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Nov 14 '23	Sale	290.00	867	251,430	7,259	Nov 15 06:45 PM
GUTHART GARY S	CEO	Oct 26 '23	Option Exercise	49.34	33,750	1,665,336	50,936	Oct 26 07:51 PM
GUTHART GARY S	CEO	Oct 26 '23	Sale	260.11	27,385	7,123,030	23,551	Oct 26 07:51 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Oct 24 '23	Option Exercise	194.12	1,110	215,468	7,823	Oct 25 04:30 PM
GUTHART GARY S	CEO	Oct 24 '23	Sale	271.93	4,960	1,348,773	29,840	Oct 26 07:51 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Oct 24 '23	Sale	273.49	1,110	303,574	7,259	Oct 25 04:30 PM
LOEB GARY	General Counsel	Oct 10 '23	Option Exercise	0.00	2,613	0	2,613	Oct 12 05:18 PM
Ladd Amy L	Director	Sep 14 '23	Sale	305.68	500	152,840	702	Sep 15 04:39 PM

Open in Screener

BKHAU

Black Hawk Acquisition Corporation

May 06 • 04:00PM ET

10.30

Dollar change -0.01
Percentage change -0.10	%

Financial • Shell Companies • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

BKHAU Black Hawk Acquisition Corporation daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-	Insider Own	2.64%	Shs Outstand	8.93M	Perf Week	0.19%
Market Cap	91.88M	Forward P/E	-	EPS next Y	-	Insider Trans	0.00%	Shs Float	8.69M	Perf Month	1.48%
Income	-	PEG	-	EPS next Q	-	Inst Own	8.79%	Short Float	0.14%	Perf Quarter	-
Sales	-	P/S	-	EPS this Y	-	Inst Trans	-	Short Ratio	0.04	Perf Half Y	-
Book/sh	-	P/B	-	EPS next Y	-	ROA	-	Short Interest	0.01M	Perf Year	-
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W Range	10.13 - 10.93	Perf YTD	1.48%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-	52W High	-5.77%	Beta	-
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	-	Gross Margin	-	52W Low	1.68%	ATR (14)	0.07
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	-	RSI (14)	-	Volatility	0.04% 0.60%
Employees	-	Debt/Eq	-	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-	Payout	-	Rel Volume	0.00	Prev Close	10.31
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	-	Earnings	-	Avg Volume	311.35K	Price	10.30
SMA20	0.86%	SMA50	1.01%	SMA200	1.01%	Trades		Volume	258	Change	-0.10%

Apr-23-24 09:23PM	CORRECTION: Black Hawk Acquisition Corporation Welcomes Mr. Jonathan Ginsberg to Board (GlobeNewswire)
05:45PM	Black Hawk Acquisition Corporation Welcomes Mr. Jonathan Ginsberg to Board (GlobeNewswire)
Mar-22-24 04:05PM	Black Hawk Acquisition Corporation Announces Closing of $69,000,000 Initial Public Offering (GlobeNewswire)
Mar-20-24 05:00PM	Black Hawk Acquisition Corporation Announces Pricing of $69,000,000 Upsized Initial Public Offering (GlobeNewswire)

Black Hawk Acquisition Corporation focuses on effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was incorporated in 2023 and is based in Danville, California.

Open in Screener

REYN

Reynolds Consumer Products Inc

May 06 • 04:00PM ET

28.41

Dollar change -0.06
Percentage change -0.21	%

Consumer Cyclical • Packaging & Containers • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

REYN Reynolds Consumer Products Inc daily Stock Chart

Held by: COWZ FVD VTI VB VBR VXF DON FXG VDC DGRW

Index	-	P/E	20.02	EPS (ttm)	1.42	Insider Own	74.21%	Shs Outstand	210.00M	Perf Week	-0.91%
Market Cap	5.97B	Forward P/E	16.52	EPS next Y	1.72	Insider Trans	0.00%	Shs Float	54.20M	Perf Month	0.96%
Income	298.00M	PEG	2.25	EPS next Q	0.22	Inst Own	27.02%	Short Float	3.70%	Perf Quarter	2.38%
Sales	3.76B	P/S	1.59	EPS this Y	14.04%	Inst Trans	-6.46%	Short Ratio	2.98	Perf Half Y	11.06%
Book/sh	9.44	P/B	3.01	EPS next Y	6.23%	ROA	6.07%	Short Interest	2.01M	Perf Year	3.99%
Cash/sh	0.55	P/C	51.91	EPS next 5Y	8.90%	ROE	15.48%	52W Range	24.80 - 30.54	Perf YTD	5.85%
Dividend Est.	0.91 (3.22%)	P/FCF	11.06	EPS past 5Y	11.07%	ROI	7.70%	52W High	-6.97%	Beta	0.48
Dividend TTM	0.92 (3.24%)	Quick Ratio	1.08	Sales past 5Y	3.77%	Gross Margin	25.05%	52W Low	14.56%	ATR (14)	0.36
Dividend Ex-Date	May 16, 2024	Current Ratio	2.18	EPS Y/Y TTM	15.00%	Oper. Margin	13.63%	RSI (14)	48.53	Volatility	1.01% 1.28%
Employees	6000	Debt/Eq	0.96	Sales Y/Y TTM	-1.62%	Profit Margin	7.93%	Recom	2.56	Target Price	31.06
Option/Short	Yes / Yes	LT Debt/Eq	0.95	EPS Q/Q	27.97%	Payout	64.83%	Rel Volume	0.55	Prev Close	28.47
Sales Surprise	0.06%	EPS Surprise	4.87%	Sales Q/Q	-7.53%	Earnings	May 08 BMO	Avg Volume	672.45K	Price	28.41
SMA20	0.00%	SMA50	-0.84%	SMA200	4.11%	Trades		Volume	367,172	Change	-0.21%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-22-23	Downgrade	JP Morgan	Overweight → Neutral	$29 → $28
Oct-03-23	Upgrade	Goldman	Sell → Neutral	$28 → $30
Mar-30-23	Initiated	Canaccord Genuity	Hold	$28
Jan-17-23	Downgrade	Credit Suisse	Outperform → Neutral	$33 → $32
Jan-03-23	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$30
Apr-13-22	Downgrade	Stifel	Buy → Hold	$33 → $31
Mar-29-22	Downgrade	Goldman	Buy → Sell	$34 → $26
Jan-11-22	Downgrade	Citigroup	Buy → Neutral	$32 → $35
Jun-24-21	Initiated	UBS	Neutral	$32
Jan-04-21	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$34 → $35
Feb-25-20	Initiated	SunTrust	Buy	$40
Feb-25-20	Initiated	Stifel	Buy	$38
Feb-25-20	Initiated	RBC Capital Mkts	Sector Perform	$31
Feb-25-20	Initiated	JP Morgan	Overweight	$37
Feb-25-20	Initiated	Goldman	Buy	$36
Feb-25-20	Initiated	Evercore ISI	Outperform	$35
Feb-25-20	Initiated	Credit Suisse	Outperform	$34
Feb-25-20	Initiated	Citigroup	Buy	$34
Feb-25-20	Initiated	Barclays	Equal Weight	$32

Show Previous Ratings

May-06-24 09:16AM	Unlocking Q1 Potential of Reynolds Consumer Products (REYN): Exploring Wall Street Estimates for Key Metrics (Zacks)
Apr-25-24 04:05PM	Reynolds Consumer Products Declares Regular Quarterly Cash Dividend (Business Wire)
Apr-23-24 08:00AM	Reynolds Consumer Products to Report First Quarter 2024 Financial Results on May 8, 2024 (Business Wire)
Apr-09-24 06:00PM	Reynolds Consumer Products (REYN) Laps the Stock Market: Here's Why (Zacks)
Apr-03-24 09:00AM	The Hefty Brand Highlights 'Strength That's Anything but Ordinary' in New Ad Campaign for Ultra Strong Trash Bags Featuring Longtime Partner, John Cena (PR Newswire)
12:00PM	Loading…
Mar-28-24 12:00PM	All You Need to Know About Reynolds Consumer Products (REYN) Rating Upgrade to Strong Buy (Zacks)
05:09AM	Household Products Stocks Q4 Results: Benchmarking Reynolds (NASDAQ:REYN) (StockStory)
Mar-22-24 09:40AM	Is Reynolds Consumer Products (REYN) Outperforming Other Consumer Discretionary Stocks This Year? (Zacks)
Mar-18-24 04:05PM	Reynolds Consumer Products Hosts 2024 Investor Day (Business Wire)
Feb-21-24 12:20PM	Will Reynolds Consumer Products (REYN) Gain on Rising Earnings Estimates? (Zacks)
Feb-20-24 06:20PM	Griffon (GFF) and Reynolds Consumer Products (REYN) Are Aggressive Growth Stocks (Zacks)
Feb-14-24 12:00PM	Reynolds Consumer Products (REYN) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
Feb-08-24 09:50AM	Reynolds Consumer Products Inc. (NASDAQ:REYN) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-07-24 10:21PM	Q4 2023 Reynolds Consumer Products Inc Earnings Call (Thomson Reuters StreetEvents)
09:30AM	Reynolds Consumer Products (REYN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:15AM	Loading…
08:15AM	Reynolds Consumer Products (REYN) Tops Q4 Earnings Estimates (Zacks)
07:35AM	Reynolds Consumer Products Inc (REYN) Reports Strong 2023 Financial Results and Positive ... (GuruFocus.com)
07:20AM	Reynolds Consumer Products: Q4 Earnings Snapshot (Associated Press Finance)
07:07AM	Reynolds (NASDAQ:REYN) Reports Q4 In Line With Expectations (StockStory)
07:00AM	Reynolds Consumer Products Reports Fourth Quarter and Full Year 2023 Financial Results; Provides 2024 Outlook (Business Wire)
Feb-06-24 09:15AM	Seeking Clues to Reynolds Consumer Products (REYN) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
02:01AM	Reynolds Earnings: What To Look For From REYN (StockStory)
Feb-01-24 08:00AM	Reynolds Consumer Products to Host Investor Day on March 19, 2024 (Business Wire)
Jan-26-24 08:00AM	Reynolds Consumer Products Declares Quarterly Cash Dividend (Business Wire)
Jan-19-24 08:00AM	Reynolds Consumer Products to Report Fourth Quarter and Full Year 2023 Financial Results on February 7, 2024 (Business Wire)
Jan-16-24 02:37AM	Reflecting On Household Products Stocks Q3 Earnings: Reynolds (NASDAQ:REYN) (StockStory)
Nov-28-23 10:00AM	Hefty Ultra Strong Trash Bags Recognized By Circana's 2022 List of New Product Pacesetters (PR Newswire)
Nov-09-23 11:56AM	Reynolds Consumer Products Inc. (NASDAQ:REYN) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-08-23 10:05PM	Q3 2023 Reynolds Consumer Products Inc Earnings Call (Thomson Reuters StreetEvents)
09:30AM	Reynolds Consumer Products (REYN) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
07:13AM	Loading…
07:13AM	Reynolds Consumer Products: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	Reynolds Consumer Products Reports Third Quarter 2023 Financial Results (Business Wire)
Nov-07-23 09:17AM	Elevate Your Thanksgiving Feast with Reynolds Wrap® Bougie Birds Trio (PR Newswire)
Oct-26-23 04:05PM	Reynolds Consumer Products Declares Quarterly Cash Dividend (Business Wire)
Oct-20-23 08:00AM	Reynolds Consumer Products to Report Third Quarter 2023 Financial Results on November 8, 2023 (Business Wire)
Oct-12-23 04:05PM	Reynolds Consumer Products Announces the Appointment of Scott E. Huckins as Successor to Chief Financial Officer (Business Wire)
Sep-27-23 04:00PM	Reynolds Consumer Products Welcomes Christine Montenegro McGrath to Board of Directors (Business Wire)
Aug-17-23 08:00AM	Reynolds Consumer Products to Participate in the Barclays Global Consumer Staples Conference (Business Wire)
Aug-11-23 06:04AM	We Wouldn't Be Too Quick To Buy Reynolds Consumer Products Inc. (NASDAQ:REYN) Before It Goes Ex-Dividend (Simply Wall St.)
Aug-09-23 09:30AM	Here's What Key Metrics Tell Us About Reynolds Consumer Products (REYN) Q2 Earnings (Zacks)
08:50AM	Reynolds Consumer Products (REYN) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
07:41AM	Reynolds Consumer Products: Q2 Earnings Snapshot (AP Finance)
07:00AM	Reynolds Consumer Products Reports Second Quarter 2023 Financial Results (Business Wire)
Aug-08-23 07:40PM	Honest (HNST) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
Aug-02-23 08:24AM	4 Solid Stocks to Buy on Soaring Personal Income, Spending (Zacks)
08:00AM	REYNOLDS WRAP® IS SENDING ONE LUCKY GRILLER ON THE FIRST-EVER ALL-EXPENSES-PAID "WILD WEST STEAK-CATION" (PR Newswire)
Aug-01-23 06:06AM	Reynolds Consumer Products' (NASDAQ:REYN) Dividend Will Be $0.23 (Simply Wall St.)
Jul-27-23 04:05PM	Reynolds Consumer Products Declares Quarterly Cash Dividend (Business Wire)
Jul-21-23 08:00AM	Reynolds Consumer Products to Report Second Quarter 2023 Financial Results on August 9, 2023 (Business Wire)
Jul-19-23 09:04AM	Reynolds Consumer Products (NASDAQ:REYN) investors are sitting on a loss of 11% if they invested three years ago (Simply Wall St.)
Jun-26-23 04:07AM	Lifetime Brands (LCUT) Stock Jumps 10.9%: Will It Continue to Soar? (Zacks)
May-28-23 10:35AM	Some Investors May Be Worried About Reynolds Consumer Products' (NASDAQ:REYN) Returns On Capital (Simply Wall St.)
May-14-23 05:30AM	Pricing Power: This Is Kate Spades Hottest Bagand It Costs $500 (The Wall Street Journal)
May-11-23 06:01AM	Dividend Investors: Don't Be Too Quick To Buy Reynolds Consumer Products Inc. (NASDAQ:REYN) For Its Upcoming Dividend (Simply Wall St.)
May-10-23 10:19PM	Q1 2023 Reynolds Consumer Products Inc Earnings Call (Thomson Reuters StreetEvents) +5.33%
09:30AM	Reynolds Consumer Products (REYN) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:15AM	Reynolds Consumer Products (REYN) Q1 Earnings Meet Estimates (Zacks)
07:08AM	Reynolds Consumer Products: Q1 Earnings Snapshot (AP Finance)
07:00AM	Reynolds Consumer Products Reports First Quarter 2023 Financial Results (Business Wire)
May-08-23 06:15PM	Alto Ingredients (ALTO) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
May-03-23 06:05PM	Central Garden (CENTA) Q2 Earnings Match Estimates (Zacks)
May-02-23 06:07AM	Reynolds Consumer Products (NASDAQ:REYN) Has Announced A Dividend Of $0.23 (Simply Wall St.)
Apr-27-23 04:05PM	Reynolds Consumer Products Declares Quarterly Cash Dividend (Business Wire)
Apr-21-23 08:00AM	Reynolds Consumer Products to Report First Quarter 2023 Financial Results on May 10, 2023 (Business Wire)
06:42AM	20 Biggest Packaging Companies in the US (Insider Monkey)
Apr-11-23 12:13PM	Are Investors Undervaluing Reynolds Consumer Products Inc. (NASDAQ:REYN) By 35%? (Simply Wall St.)
Mar-23-23 09:00AM	THE REYNOLDS BRAND WANTS YOU TO PUT YOUR TASTEBUDS TO THE TEST WITH THREE DARING NEW EASTER "HOT HAMS" (PR Newswire)
Mar-01-23 02:46PM	Is Reynolds Consumer Products Inc.'s (NASDAQ:REYN) 14% ROE Better Than Average? (Simply Wall St.)
Feb-09-23 05:49AM	The three-year earnings decline is not helping Reynolds Consumer Products' (NASDAQ:REYN share price, as stock falls another 6.8% in past week (Simply Wall St.)
Feb-08-23 08:25AM	Reynolds Consumer Products (REYN) Misses Q4 Earnings and Revenue Estimates (Zacks)
07:00AM	Reynolds Consumer Products Reports Fourth Quarter and Fiscal Year 2022 Financial Results (Business Wire)
Jan-27-23 08:00AM	Reynolds Consumer Products Declares Quarterly Cash Dividend (Business Wire)
Jan-20-23 08:00AM	Reynolds Consumer Products to Report Fourth Quarter and Full Year 2022 Financial Results on February 8, 2023 (Business Wire)
Dec-01-22 02:48PM	Reynolds Consumer Products (NASDAQ:REYN) Is Finding It Tricky To Allocate Its Capital (Simply Wall St.)
Nov-15-22 10:00AM	REYNOLDS WRAP® #TRENDINGTURKEYS WILL BE THE TALK OF THE TABLE THIS THANKSGIVING (PR Newswire)
Nov-11-22 08:28AM	Why It Might Not Make Sense To Buy Reynolds Consumer Products Inc. (NASDAQ:REYN) For Its Upcoming Dividend (Simply Wall St.)
Nov-10-22 08:26AM	Reynolds Consumer Products Third Quarter 2022 Earnings: EPS Beats Expectations, Revenues Lag (Simply Wall St.)
Nov-09-22 08:16AM	Reynolds Consumer Products (NASDAQ:REYN) Has Announced A Dividend Of $0.23 (Simply Wall St.)
Nov-08-22 08:25AM	Reynolds Consumer Products (REYN) Q3 Earnings Surpass Estimates (Zacks) -7.27%
07:24AM	Reynolds Consumer beats on profit but misses on revenue, as prices rose 14% but volume dropped 7% (MarketWatch)
07:00AM	Reynolds Consumer Products Reports Third Quarter 2022 Financial Results (Business Wire)
Nov-02-22 10:26AM	Are Investors Undervaluing Reynolds Consumer Products Inc. (NASDAQ:REYN) By 48%? (Simply Wall St.)
Oct-27-22 04:05PM	Reynolds Consumer Products Declares Quarterly Cash Dividend (Business Wire)
Oct-21-22 08:00AM	Reynolds Consumer Products Inc. to Report Third Quarter 2022 Financial Results on November 8, 2022 (Business Wire)
Sep-21-22 10:12AM	10 Stocks to Buy in 2022 According to John Rogers Ariel Investments (Insider Monkey)
Sep-11-22 08:46AM	Should You Be Concerned About Reynolds Consumer Products Inc.'s (NASDAQ:REYN) ROE? (Simply Wall St.)
Sep-08-22 07:00AM	Reynolds Consumer Products Provides Update Ahead of Barclays Global Consumer Staples Conference (Business Wire)
Sep-01-22 08:00AM	Reynolds Consumer Products to Participate in the Barclays Global Consumer Staples Conference (Business Wire)
Aug-11-22 06:14AM	Reynolds Consumer Products Inc. (NASDAQ:REYN) Pays A US$0.23 Dividend In Just Four Days (Simply Wall St.)
Aug-09-22 12:00PM	Reynolds Consumer Products Inc. (REYN) Q2 2022 Earnings Call Transcript (Motley Fool)
10:04AM	Reynolds Consumer Products 2Q Sales Rise On Price Increases to Offset Volume Drop (Exec Edge)
08:25AM	Reynolds Consumer Products (REYN) Matches Q2 Earnings Estimates (Zacks)
08:07AM	ClearBridge Investments Sold its Position in Reynolds Consumer Products (REYN) (Insider Monkey)
08:00AM	Edited Transcript of REYN.OQ earnings conference call or presentation 9-Aug-22 12:00pm GMT (Thomson Reuters StreetEvents)
07:00AM	Reynolds Consumer Products Reports Second Quarter 2022 Financial Results (Business Wire)
Aug-08-22 12:33PM	Factors Setting the Tone for Wynn Resorts' (WYNN) Q2 Earnings (Zacks)
10:11AM	Is a Surprise Coming for Reynolds Consumer Products (REYN) This Earnings Season? (Zacks)
Aug-03-22 10:00AM	Will VIZIO Holding Corp. (VZIO) Report Negative Earnings Next Week? What You Should Know (Zacks)
Aug-02-22 10:01AM	Reynolds Consumer Products (REYN) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release (Zacks)
06:05AM	Reynolds Consumer Products (NASDAQ:REYN) Will Pay A Dividend Of $0.23 (Simply Wall St.)

Reynolds Consumer Products, Inc. engages in the manufacture and sale of household products. It operates through the following segments: Reynolds Cooking and Baking, Hefty Waste and Storage, Hefty Tableware, and Presto Products. The Reynolds Cooking and Baking segment produces branded and store brand foil, disposable aluminum pans, parchment paper, freezer paper, wax paper, plastic wrap, baking cups, oven bags and slow cooker liners. The Hefty Waste and Storage segment offers both branded and store brand trash and food storage bags. The Hefty Tableware segment sells both branded and store brand disposable and compostable plates, bowls, platters, cups and cutlery. The Presto Products segment focuses on store brand products in four main categories including food storage bags, trash bags, reusable storage containers, and plastic wrap. The company was founded in 2010 and is headquartered in Lake Forest, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GOTTSCHALK MARLA C	Director	Apr 24 '24	Option Exercise	28.63	5,273	150,966	18,298	Apr 25 01:36 PM
McMahon Michael F.	VP-Senior Sales Team	Feb 01 '24	Option Exercise	0.00	2,568	0	5,655	Feb 05 04:07 PM
Smith Lisa M	President, Hefty Waste&Storage	Feb 01 '24	Option Exercise	0.00	10,019	0	15,465	Feb 05 04:12 PM
Watson Clyde David	Chief Legal Counsel/Corp Sec	Feb 01 '24	Option Exercise	0.00	2,044	0	2,809	Feb 05 04:12 PM
Mayrhofer Chris	VP, Controller & CAO	Feb 01 '24	Option Exercise	0.00	3,468	0	12,907	Feb 05 04:09 PM
Lowe Nathan D.	SVP, Fin. Planning & Analysis	Feb 01 '24	Option Exercise	0.00	1,525	0	3,587	Feb 05 04:10 PM
Fisher Rita	Chief Information Officer/EVP	Feb 01 '24	Option Exercise	0.00	6,662	0	17,858	Feb 05 04:10 PM
Bishop Rachel Rothe	President, Hefty Tableware	Feb 01 '24	Option Exercise	0.00	11,116	0	25,856	Feb 05 04:08 PM
Corey Christopher	President, Presto Products	Feb 01 '24	Option Exercise	0.00	2,360	0	2,875	Feb 05 04:08 PM
MITCHELL V LANCE	President and CEO	Feb 01 '24	Option Exercise	0.00	62,385	0	172,942	Feb 05 04:07 PM
Miller Valerie Elizabeth	EVP-HR	Feb 01 '24	Option Exercise	0.00	4,231	0	5,765	Feb 05 04:08 PM
Buckner Judith K.	President, Reynolds Cook&Bake	Feb 01 '24	Option Exercise	0.00	10,276	0	22,838	Feb 05 04:08 PM
Estes Stephen C.	Chief Administrative Officer	Feb 01 '24	Option Exercise	0.00	7,949	0	20,243	Feb 05 04:12 PM
Swartzberg Mark D.	VP Investor Relations	Feb 01 '24	Option Exercise	0.00	2,971	0	7,196	Feb 05 04:11 PM
Pace Stephan M.	President, Sales Evolution	Feb 01 '24	Option Exercise	0.00	9,879	0	25,318	Feb 05 04:11 PM
Mayrhofer Chris	VP, Controller & CAO	May 26 '23	Buy	26.98	5,000	134,912	9,975	May 30 04:19 PM

Open in Screener

NFBK

Northfield Bancorp Inc

May 06 • 04:00PM ET

9.20

Dollar change +0.19
Percentage change 2.11	%

Financial • Banks - Regional • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

NFBK Northfield Bancorp Inc daily Stock Chart

Held by: IJR VTI IWM VXF AVUV IJS IWN DFAT SCHA VIOO

Index	RUT	P/E	12.32	EPS (ttm)	0.75	Insider Own	12.22%	Shs Outstand	44.52M	Perf Week	8.24%
Market Cap	409.03M	Forward P/E	10.04	EPS next Y	0.92	Insider Trans	0.02%	Shs Float	39.03M	Perf Month	1.21%
Income	32.18M	PEG	1.54	EPS next Q	0.14	Inst Own	58.00%	Short Float	3.27%	Perf Quarter	-18.22%
Sales	229.46M	P/S	1.78	EPS this Y	-27.52%	Inst Trans	-1.72%	Short Ratio	5.72	Perf Half Y	0.88%
Book/sh	15.71	P/B	0.59	EPS next Y	47.06%	ROA	0.56%	Short Interest	1.28M	Perf Year	-3.06%
Cash/sh	-	P/C	-	EPS next 5Y	8.00%	ROE	4.61%	52W Range	7.99 - 13.48	Perf YTD	-26.87%
Dividend Est.	0.52 (5.65%)	P/FCF	9.44	EPS past 5Y	0.29%	ROI	1.75%	52W High	-31.75%	Beta	0.73
Dividend TTM	0.52 (5.65%)	Quick Ratio	-	Sales past 5Y	6.91%	Gross Margin	-	52W Low	15.14%	ATR (14)	0.34
Dividend Ex-Date	May 07, 2024	Current Ratio	0.93	EPS Y/Y TTM	-41.66%	Oper. Margin	17.73%	RSI (14)	56.05	Volatility	3.35% 3.86%
Employees	401	Debt/Eq	1.66	Sales Y/Y TTM	15.29%	Profit Margin	14.02%	Recom	3.00	Target Price	10.00
Option/Short	Yes / Yes	LT Debt/Eq	1.63	EPS Q/Q	-43.78%	Payout	60.24%	Rel Volume	1.19	Prev Close	9.01
Sales Surprise	1.74%	EPS Surprise	0.00%	Sales Q/Q	16.47%	Earnings	Apr 24 AMC	Avg Volume	222.95K	Price	9.20
SMA20	7.14%	SMA50	-0.66%	SMA200	-11.37%	Trades		Volume	265,818	Change	2.11%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-15-21	Downgrade	DA Davidson	Buy → Neutral
Sep-27-21	Downgrade	Piper Sandler	Overweight → Neutral	$18
Dec-18-20	Upgrade	DA Davidson	Neutral → Buy	$11 → $15
Oct-01-20	Upgrade	Piper Sandler	Neutral → Overweight	$12
Aug-12-16	Initiated	Hovde Group	Market Perform	$16
Apr-14-16	Initiated	Piper Jaffray	Neutral
Jul-21-15	Initiated	Jefferies	Hold
Jun-09-14	Downgrade	Boenning & Scattergood	Outperform → Neutral	$14
Aug-14-13	Initiated	Boenning & Scattergood	Outperform	$14

Apr-25-24 01:12PM	Northfield Bancorp Inc (NFBK) Q1 2024 Earnings: Aligns with Analyst EPS Projections Amidst ... (GuruFocus.com) -7.68%
08:52AM	NFBK Stock Earnings: Northfield Bancorp Meets EPS, Misses Revenue for Q1 2024 (InvestorPlace)
Apr-24-24 07:30PM	Northfield: Q1 Earnings Snapshot (Associated Press Finance)
07:18PM	Northfield Bancorp, Inc. Announces First Quarter 2024 Results (GlobeNewswire)
Jan-25-24 04:44PM	Northfield Bancorp Inc (NFBK) Reports Mixed Results Amidst Market Challenges (GuruFocus.com)
05:07AM	Loading…
05:07AM	Northfield: Q4 Earnings Snapshot (Associated Press Finance)
Jan-24-24 07:42PM	Northfield Bancorp, Inc. Announces the Appointment of Dr. Rachana A. Kulkarni to Its Board of Directors (GlobeNewswire)
07:40PM	Northfield Bancorp, Inc. Announces Fourth Quarter and Year End 2023 Results (GlobeNewswire)
Oct-25-23 08:40PM	Northfield Bancorp (NFBK) Q3 Earnings and Revenues Miss Estimates (Zacks)
07:37PM	Northfield: Q3 Earnings Snapshot (Associated Press Finance)
07:27PM	Northfield Bancorp, Inc. Announces Third Quarter 2023 Results (GlobeNewswire)
Oct-24-23 07:15AM	Pacific Premier Bancorp (PPBI) Misses Q3 Earnings and Revenue Estimates (Zacks)
Oct-19-23 05:40PM	OceanFirst Financial (OCFC) Q3 Earnings and Revenues Lag Estimates (Zacks)
Aug-28-23 04:00PM	Vickie Tomasello Joins Northfield Bank as Executive Vice President and Chief Risk Officer (GlobeNewswire)
Aug-03-23 06:03AM	Why You Might Be Interested In Northfield Bancorp, Inc. (Staten Island, NY) (NASDAQ:NFBK) For Its Upcoming Dividend (Simply Wall St.)
08:03AM	Loading…
Jul-30-23 08:03AM	Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) Is Due To Pay A Dividend Of $0.13 (Simply Wall St.)
Jul-26-23 08:25PM	Northfield Bancorp (NFBK) Q2 Earnings Match Estimates (Zacks)
07:13PM	Northfield: Q2 Earnings Snapshot (Associated Press Finance)
06:52PM	Northfield Bancorp, Inc. Announces Second Quarter 2023 Results (GlobeNewswire)
Jul-20-23 10:02AM	Earnings Preview: West Bancorp (WTBA) Q2 Earnings Expected to Decline (Zacks)
Jul-19-23 05:15PM	Banner (BANR) Lags Q2 Earnings and Revenue Estimates (Zacks)
10:01AM	Analysts Estimate Northfield Bancorp (NFBK) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-07-23 09:20AM	With 66% ownership of the shares, Northfield Bancorp, Inc. (Staten Island, NY) (NASDAQ:NFBK) is heavily dominated by institutional owners (Simply Wall St.)
Jun-21-23 08:00PM	NFBK: What does Argus have to say about NFBK? (Argus Research)
May-04-23 06:20AM	There's A Lot To Like About Northfield Bancorp (Staten Island NY)'s (NASDAQ:NFBK) Upcoming US$0.13 Dividend (Simply Wall St.)
Apr-30-23 08:15AM	Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) Is Due To Pay A Dividend Of $0.13 (Simply Wall St.)
Apr-26-23 09:05PM	Northfield Bancorp (NFBK) Q1 Earnings and Revenues Miss Estimates (Zacks)
08:00PM	NFBK: What does Argus have to say about NFBK? (Argus Research)
07:56PM	Northfield: Q1 Earnings Snapshot (AP Finance)
07:40PM	Northfield Bancorp, Inc. Announces First Quarter 2023 Results (GlobeNewswire)
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Apr-25-23 05:15PM	Waterstone Financial (WSBF) Q1 Earnings and Revenues Surpass Estimates (Zacks)
Apr-17-23 05:35PM	ServisFirst Bancshares (SFBS) Q1 Earnings Beat Estimates (Zacks)
Mar-15-23 07:05AM	Earnings are growing at Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) but shareholders still don't like its prospects (Simply Wall St.)
Feb-02-23 05:06AM	Why You Might Be Interested In Northfield Bancorp, Inc. (Staten Island, NY) (NASDAQ:NFBK) For Its Upcoming Dividend (Simply Wall St.)
Jan-29-23 07:35AM	Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) Has Announced A Dividend Of $0.13 (Simply Wall St.)
Jan-28-23 07:12AM	Northfield Bancorp, Inc. (Staten Island, NY)'s (NASDAQ:NFBK) latest 8.3% decline adds to one-year losses, institutional investors may consider drastic measures (Simply Wall St.)
Jan-25-23 07:48PM	Northfield Bancorp, Inc. Announces Fourth Quarter and Year End 2022 Results (GlobeNewswire)
Jan-23-23 05:15PM	Citizens Community Bancorp, Inc. (CZWI) Q4 Earnings and Revenues Surpass Estimates (Zacks)
Nov-12-22 07:18AM	Northfield Bancorp (Staten Island NY) Third Quarter 2022 Earnings: Beats Expectations (Simply Wall St.)
Nov-03-22 06:31AM	Why You Might Be Interested In Northfield Bancorp, Inc. (Staten Island, NY) (NASDAQ:NFBK) For Its Upcoming Dividend (Simply Wall St.)
Nov-01-22 06:16AM	Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) Has Affirmed Its Dividend Of $0.13 (Simply Wall St.)
Oct-26-22 07:25PM	Northfield Bancorp (NFBK) Beats Q3 Earnings and Revenue Estimates (Zacks)
06:03PM	Northfield Bancorp, Inc. Announces Third Quarter 2022 Results (GlobeNewswire)
Oct-19-22 05:35PM	Banner (BANR) Q3 Earnings and Revenues Beat Estimates (Zacks)
Sep-15-22 06:56AM	Those who invested in Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) five years ago are up 4.8% (Simply Wall St.)
Aug-17-22 12:20PM	Will Northfield (NFBK) Gain on Rising Earnings Estimates? (Zacks)
Aug-05-22 06:18AM	Northfield Bancorp, Inc. (Staten Island, NY) (NASDAQ:NFBK) Looks Interesting, And It's About To Pay A Dividend (Simply Wall St.)
Aug-02-22 07:34AM	Northfield Bancorp (Staten Island NY)'s (NASDAQ:NFBK) Dividend Will Be $0.13 (Simply Wall St.)
Jul-27-22 07:45PM	Northfield Bancorp (NFBK) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
06:35PM	Northfield Bancorp, Inc. Announces Second Quarter 2022 Results (GlobeNewswire)
Jul-20-22 10:01AM	Earnings Preview: Northfield Bancorp (NFBK) Q2 Earnings Expected to Decline (Zacks)
Jul-05-22 10:51AM	Mitsubishi UFJ (MUFG) Updates on Share Repurchase Activity (Zacks)
Jun-22-22 05:03AM	Strength Seen in Northfield (NFBK): Can Its 5.2% Jump Turn into More Strength? (Zacks)
Jun-21-22 08:44AM	Northfield Bancorp (NFBK) Rewards Investors With Buyback Plan (Zacks) +5.17%
Jun-20-22 10:50AM	What Type Of Shareholders Make Up Northfield Bancorp, Inc. (Staten Island, NY)'s (NASDAQ:NFBK) Share Registry? (Simply Wall St.)
Jun-17-22 04:30PM	Northfield Bancorp, Inc. Announces New $45.0 Million Stock Repurchase Program (GlobeNewswire)
04:05PM	Northfield Bancorp, Inc. Completes Private Placement of $62.0 Million of Subordinated Notes (GlobeNewswire)
May-06-22 07:53AM	Should You Buy Northfield Bancorp, Inc. (Staten Island, NY) (NASDAQ:NFBK) For Its Upcoming Dividend? (Simply Wall St.)
May-01-22 08:17AM	Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) Has Affirmed Its Dividend Of US$0.13 (Simply Wall St.)
Apr-27-22 08:05PM	Northfield Bancorp (NFBK) Q1 Earnings Top Estimates (Zacks)
06:46PM	Northfield Bancorp, Inc. Announces First Quarter 2022 Results (GlobeNewswire)
Apr-25-22 10:25AM	Northwest Bancshares (NWBI) Q1 Earnings Beat Estimates (Zacks)
Apr-20-22 03:01PM	Northfield Bancorp (NFBK) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Apr-18-22 05:35PM	ServisFirst Bancshares (SFBS) Misses Q1 Earnings Estimates (Zacks)
Feb-03-22 05:13AM	Northfield Bancorp, Inc. (Staten Island, NY) (NASDAQ:NFBK) Passed Our Checks, And It's About To Pay A US$0.13 Dividend (Simply Wall St.)
Jan-28-22 07:37AM	Here's Why I Think Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) Is An Interesting Stock (Simply Wall St.)
Jan-26-22 08:35PM	Northfield Bancorp (NFBK) Q4 Earnings and Revenues Surpass Estimates (Zacks)
07:12PM	Northfield Bancorp, Inc. Announces Fourth Quarter and Year End 2021 Results (GlobeNewswire)
Jan-24-22 05:15PM	ServisFirst Bancshares (SFBS) Q4 Earnings and Revenues Top Estimates (Zacks)
Jan-19-22 03:01PM	Northfield Bancorp (NFBK) Earnings Expected to Grow: Should You Buy? (Zacks)
07:35AM	Citizens Financial Group (CFG) Q4 Earnings and Revenues Surpass Estimates (Zacks)
Dec-13-21 08:18AM	Northfield Bancorp, Inc. Announces Appointment of Director Gil Medina (GlobeNewswire)
Nov-29-21 05:53AM	Investors in Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) have made a respectable return of 53% over the past year (Simply Wall St.)
Oct-27-21 09:05PM	Northfield Bancorp (NFBK) Beats Q3 Earnings and Revenue Estimates (Zacks)
07:29PM	Northfield Bancorp, Inc. Announces Third Quarter 2021 Results (GlobeNewswire)
Oct-20-21 03:02PM	Northfield Bancorp (NFBK) to Report Q3 Results: Wall Street Expects Earnings Growth (Zacks)
Sep-30-21 11:50AM	What You Need To Know About Northfield Bancorp, Inc. (Staten Island, NY)'s (NASDAQ:NFBK) Investor Composition (Simply Wall St.)
Aug-26-21 08:50AM	What Makes Northfield (NFBK) a Good Fit for "Trend Investing" (Zacks)
Aug-04-21 08:50AM	Northfield (NFBK) Is a Great Choice for "Trend" Investors, Here's Why (Zacks)
Aug-01-21 03:37AM	If You Had Bought Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) Shares A Year Ago You'd Have Earned 71% Returns (Simply Wall St.)
Jul-28-21 08:45PM	Northfield Bancorp (NFBK) Beats Q2 Earnings and Revenue Estimates (Zacks)
07:04PM	Northfield Bancorp, Inc. Announces Second Quarter 2021 Results (GlobeNewswire)
Jul-21-21 03:02PM	Northfield Bancorp (NFBK) to Report Q2 Results: Wall Street Expects Earnings Growth (Zacks)
Jul-05-21 06:44AM	Have Insiders Been Buying Northfield Bancorp, Inc. (Staten Island, NY) (NASDAQ:NFBK) Shares? (Simply Wall St.)
Jun-28-21 01:48PM	Is Northfield Bancorp Inc (NFBK) A Good Stock To Buy? (Insider Monkey)
Jun-10-21 08:50AM	Here's Why "Trend" Investors Would Love Betting on Northfield (NFBK) (Zacks)
Jun-04-21 09:44AM	Top Ranked Income Stocks to Buy for June 4th (Zacks)
Jun-01-21 09:41AM	Top Ranked Income Stocks to Buy for June 1st (Zacks)
May-26-21 12:00PM	Are You Looking for a Top Momentum Pick? Why Northfield Bancorp (NFBK) is a Great Choice (Zacks)
09:21AM	Top Ranked Momentum Stocks to Buy for May 26th (Zacks)
May-20-21 01:56AM	Here's Why We Think Northfield Bancorp, Inc. (Staten Island, NY)'s (NASDAQ:NFBK) CEO Compensation Looks Fair for the time being (Simply Wall St.)
May-19-21 09:55AM	Top Ranked Income Stocks to Buy for May 19th (Zacks)
May-13-21 09:52AM	Top Ranked Income Stocks to Buy for May 13th (Zacks)
May-10-21 10:08AM	What Makes Northfield (NFBK) a Good Fit for "Trend Investing" (Zacks)
09:39AM	Top Ranked Income Stocks to Buy for May 10th (Zacks)
May-07-21 02:06AM	Northfield Bancorp, Inc. (Staten Island, NY) (NASDAQ:NFBK) Looks Interesting, And It's About To Pay A Dividend (Simply Wall St.)
Apr-28-21 08:45PM	Northfield Bancorp (NFBK) Tops Q1 Earnings and Revenue Estimates (Zacks)
07:18PM	Northfield Bancorp, Inc. Announces First Quarter 2021 Results (GlobeNewswire)
12:34PM	Northfield Bancorp (NFBK) to Report Q1 Results: Wall Street Expects Earnings Growth (Zacks)
Apr-05-21 09:37AM	Northfield Bancorp (Staten Island NY) (NASDAQ:NFBK) Shareholders Booked A 61% Gain In The Last Year (Simply Wall St.)

Northfield Bancorp, Inc. is a holding company which engages in the provision of banking and financial services. Through its subsidiary, Northfield Bank, its business consists of originating multifamily and other commercial real estate loans, purchasing investment securities, including mortgage-backed securities and corporate bonds, and, to a lesser extent, depositing funds in other financial institutions. The company was founded on March 1, 1887 and is headquartered in Woodbridge, NJ.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Harrison Timothy C	Director	May 02 '24	Buy	8.89	1,290	11,468	67,682	May 03 04:35 PM
Ryan Patrick Louis	Director	Sep 19 '23	Buy	9.92	10,000	99,207	56,341	Sep 20 02:44 PM

Open in Screener

CAL

Caleres Inc

May 06 • 04:00PM ET

37.73

Dollar change +0.76
Percentage change 2.06	%

Consumer Cyclical • Apparel Retail • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: IJR CALF VTI IWM AVUV VXF VB IJS VBR IWN

Index	RUT	P/E	7.86	EPS (ttm)	4.80	Insider Own	4.05%	Shs Outstand	35.49M	Perf Week	0.03%
Market Cap	1.33B	Forward P/E	7.50	EPS next Y	5.03	Insider Trans	-20.26%	Shs Float	33.73M	Perf Month	1.70%
Income	163.87M	PEG	0.52	EPS next Q	0.87	Inst Own	94.74%	Short Float	13.40%	Perf Quarter	18.61%
Sales	2.82B	P/S	0.47	EPS this Y	5.28%	Inst Trans	-1.72%	Short Ratio	10.42	Perf Half Y	43.41%
Book/sh	15.80	P/B	2.39	EPS next Y	14.35%	ROA	8.02%	Short Interest	4.52M	Perf Year	69.65%
Cash/sh	0.61	P/C	62.09	EPS next 5Y	15.00%	ROE	33.40%	52W Range	16.85 - 41.94	Perf YTD	22.78%
Dividend Est.	0.28 (0.74%)	P/FCF	8.52	EPS past 5Y	-	ROI	16.16%	52W High	-10.04%	Beta	1.94
Dividend TTM	0.28 (0.74%)	Quick Ratio	0.33	Sales past 5Y	1.70%	Gross Margin	44.37%	52W Low	123.92%	ATR (14)	1.17
Dividend Ex-Date	Dec 20, 2023	Current Ratio	1.06	EPS Y/Y TTM	-3.39%	Oper. Margin	7.15%	RSI (14)	55.24	Volatility	2.50% 2.70%
Employees	9200	Debt/Eq	1.33	Sales Y/Y TTM	-5.08%	Profit Margin	5.82%	Recom	1.50	Target Price	44.67
Option/Short	Yes / Yes	LT Debt/Eq	0.81	EPS Q/Q	39.04%	Payout	5.84%	Rel Volume	0.91	Prev Close	36.97
Sales Surprise	0.40%	EPS Surprise	0.70%	Sales Q/Q	0.10%	Earnings	Mar 19 BMO	Avg Volume	433.87K	Price	37.73
SMA20	4.26%	SMA50	0.23%	SMA200	21.92%	Trades		Volume	396,953	Change	2.06%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-07-24	Initiated	KeyBanc Capital Markets	Sector Weight
May-25-23	Downgrade	Piper Sandler	Overweight → Neutral	$35 → $25
Feb-21-23	Upgrade	Piper Sandler	Neutral → Overweight	$26 → $35
Oct-25-22	Initiated	Piper Sandler	Neutral	$28
Jun-24-22	Initiated	Seaport Research Partners	Buy	$35
Jun-01-21	Upgrade	CL King	Neutral → Buy	$29
Jul-10-20	Upgrade	Susquehanna	Negative → Positive
Jun-08-20	Downgrade	Susquehanna	Neutral → Negative	$7
Mar-13-20	Downgrade	Susquehanna	Positive → Neutral	$9
Jan-29-20	Downgrade	Needham	Buy → Hold
Nov-21-19	Reiterated	Needham	Buy	$28 → $26
Jul-22-19	Upgrade	Susquehanna	Neutral → Positive	$22 → $23
Apr-22-19	Upgrade	Needham	Hold → Buy	$32
Apr-22-19	Upgrade	Needham	Hold → Buy
Apr-10-19	Upgrade	Loop Capital	Hold → Buy	$26 → $32
Jun-22-18	Initiated	Needham	Hold
Jun-08-18	Initiated	Loop Capital	Hold	$37
Jan-23-18	Downgrade	Susquehanna	Positive → Neutral
Nov-22-17	Reiterated	Wedbush	Outperform	$32
May-30-17	Upgrade	Susquehanna	Neutral → Positive

Show Previous Ratings

Apr-24-24 05:18PM	Caleres Insider Sold Shares Worth $1,353,118, According to a Recent SEC Filing (MT Newswires)
Apr-23-24 06:45AM	Caleres Reports Progress Toward 2025 ESG Goals (Business Wire) +5.30%
Apr-02-24 06:45AM	Dr. Scholl's Shoes Launches Free People Collaboration as Part of Yearlong 100th Anniversary Celebration (Business Wire)
Mar-20-24 10:20AM	Caleres, Inc. (NYSE:CAL) Q4 2023 Earnings Call Transcript (Insider Monkey)
09:00AM	Naturalizer Debuts Gen N Project Series with Deepica Mutyala, Live Tinted Founder (Business Wire)
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Mar-19-24 11:52PM	Q4 2023 Caleres Inc Earnings Call (Thomson Reuters StreetEvents)
07:04PM	Live Tinteds Deepica Mutyala Brings Her Inclusive Style to Naturalizer (WWD)
10:52AM	CAL Stock Earnings: Caleres Beats EPS, Beats Revenue for Q4 2023 (InvestorPlace)
09:30AM	Compared to Estimates, Caleres Inc. (CAL) Q4 Earnings: A Look at Key Metrics (Zacks)
09:11AM	Caleres Inc (CAL) Delivers Steady Earnings Amidst Market Headwinds (GuruFocus.com)
08:06AM	Caleres Posts Earnings, Sales Beat for Q4, Outlines Cautious Guidance (Footwear News)
08:00AM	Caleres Inc. (CAL) Matches Q4 Earnings Estimates (Zacks)
06:58AM	Caleres (NYSE:CAL) Reports Q4 In Line With Expectations (StockStory)
06:57AM	Caleres Inc.: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:45AM	Caleres Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
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Mar-18-24 10:41AM	How To Earn $500 A Month From Caleres Stock Ahead Of Q4 Earnings (Benzinga)
03:01AM	Caleres Earnings: What To Look For From CAL (StockStory)
Mar-14-24 05:00PM	Caleres Names Liz Dunn SVP of Corporate Development and Strategic Communications (Business Wire)
04:30PM	Caleres Declares Regular Quarterly Dividend (Business Wire)
09:15AM	Unlocking Q4 Potential of Caleres Inc. (CAL): Exploring Wall Street Estimates for Key Metrics (Zacks)
Mar-12-24 07:15AM	Dr. Scholls Shoes Celebrates 100 Years of Iconic Fashion and Innovative Comfort (Business Wire)
Mar-11-24 06:45AM	Kylie Jenner is the Face of Sam Edelmans Spring/Summer 2024 Campaign, to Kick-Off the Brands 20th Anniversary Celebration (Business Wire)
Mar-05-24 04:30PM	Sam Edelman Collaborates with SCAD on Exclusive Capsule Collection for Nordstrom (Business Wire)
Feb-29-24 04:30PM	Caleres to Announce Fourth Quarter 2023 Results on March 19 (Business Wire)
Feb-13-24 09:27AM	Famous Footwear Taps Dicks and Foot Locker Alum Andrew Leckie as SVP/GMM of Athletic, Kids (Footwear News)
Feb-12-24 04:30PM	Global Footwear Executive, Andrew Leckie, Joins Famous Footwear as SVP and GMM of Athletic, Kids (Business Wire) +7.31%
04:25PM	Sam Edelman Announces New Licensing Partnerships to Expand Lifestyle Categories (Business Wire)
Jan-09-24 10:28AM	VF, Caleres, Abercrombie, Levis Receive Perfect Marks from Human Rights Campaign (Sourcing Journal)
Jan-08-24 04:20PM	Caleres Reiterates Full Year 2023 Outlook (Business Wire)
Jan-03-24 04:30PM	Caleres to Participate in the 26th Annual ICR Conference (Business Wire)
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Dec-07-23 04:25PM	Caleres Declares Regular Quarterly Dividend (Business Wire)
Dec-06-23 04:30PM	Caleres Awarded on Newsweeks Americas Most Responsible Companies 2024 List (Business Wire)
Nov-30-23 04:30PM	Caleres Earns Top Score in Human Rights Campaign Foundations 2023-2024 Corporate Equality Index (Business Wire)
Nov-28-23 06:08PM	Caleres Names Cole Haan Alum Erica Mackoul as SVP of International as Company Looks to Build Overseas (Footwear News)
05:34PM	Caleres Secures Talent to Advance Global Growth Initiative - Names Erica Mackoul SVP of International (Business Wire)
Nov-23-23 09:08AM	Caleres, Inc. (NYSE:CAL) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:59AM	Caleres' (CAL) Earnings Beat in Q3, Sales Decrease 4.6% Y/Y (Zacks)
Nov-21-23 05:26PM	Caleres CEO: Brand Portfolio Has Been Transformed and Readied for Accelerated Growth in 2024 (Footwear News) +8.84%
09:30AM	Compared to Estimates, Caleres Inc. (CAL) Q3 Earnings: A Look at Key Metrics (Zacks)
09:01AM	Caleres Inc (CAL) Tightens EPS Guidance Amid Challenging Market Conditions (GuruFocus.com)
08:37AM	Caleres Sees Q3 Profit Rise on Strength of Brand Portfolio, Shares Up (Footwear News)
06:52AM	Caleres Inc.: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:45AM	Caleres Reports Third Quarter 2023 Results (Business Wire)
Nov-16-23 11:56AM	Unveiling Caleres Inc. (CAL) Q3 Outlook: Wall Street Estimates for Key Metrics (Zacks) -5.60%
Nov-08-23 04:15PM	Caleres Honored by the Womens Forum of New York for Active Leadership to Attain Gender Parity on its Corporate Board (Business Wire)
Nov-07-23 06:45AM	Caleres to Announce Third Quarter 2023 Results on November 21 (Business Wire)
Nov-02-23 04:30PM	Caleres Introduces One Planet Standard Designation (Business Wire)
Nov-01-23 02:07PM	7 Small-Cap Gems Primed for Explosive Growth (InvestorPlace)
Oct-06-23 10:31AM	Caleres (CAL) Unveils a Comprehensive Three-Year Strategic Plan (Zacks)
Oct-05-23 08:52AM	Caleres Outlines Three-Year Growth Plan, Expects Q3 Sales at Low End of Guidance (Footwear News)
06:45AM	Caleres Introduces Fiscal Year 2026 Financial Targets with Strategic Growth Plan (Business Wire)
Sep-28-23 04:15PM	Caleres to Host Investor Day on October 5, 2023 (Business Wire)
Sep-19-23 03:08PM	Some Retailers Stocks Have Gotten Really Cheap. Buyer Beware. (Barrons.com)
Sep-11-23 05:18PM	Caleres Promotes Natelle Baddeley to Chief Design and Product Officer (Footwear News)
04:45PM	Caleres Names Its First Ever Chief Design & Product Officer, Natelle Baddeley (Business Wire)
Sep-07-23 04:45PM	Caleres to Participate in the Piper Sandler Growth Frontiers Conference on September 12 (Business Wire)
04:02PM	The 7 Best Small-Cap Stocks to Buy Now: September 2023 (InvestorPlace)
Sep-01-23 02:01PM	How Allen Edmonds and Vionic Could Deliver Future Growth for Caleres (Footwear News)
09:31AM	Caleres, Inc. (NYSE:CAL) Q2 2023 Earnings Call Transcript (Insider Monkey)
02:31AM	Q2 2023 Caleres Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-31-23 04:59PM	Why Foot Locker Stock Was Gaining Today (Motley Fool) +15.93%
03:28PM	Why Caleres Stock Was Jumping Today (Motley Fool)
12:17PM	Caleres Inc's Meteoric Rise: Unpacking the 67% Surge in Just 3 Months (GuruFocus.com)
11:15AM	Caleres Shares Rise as It Sees Sequential Sales Improvement in Q2 (Footwear News)
09:30AM	Caleres Inc. (CAL) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
08:05AM	Caleres Inc. (CAL) Tops Q2 Earnings Estimates (Zacks)
06:56AM	Caleres Inc.: Fiscal Q2 Earnings Snapshot (AP Finance)
06:45AM	Caleres Reports Second Quarter 2023 Results and Maintains Full Year 2023 Outlook (Business Wire)
Aug-24-23 04:45PM	Caleres Declares Regular Quarterly Dividend (Business Wire)
Aug-10-23 11:00AM	Caleres and Coveo AI Take Top Honors in Best Personalized Shopping Experience Category at the Glossy Fashion Awards (GlobeNewswire)
07:50AM	Wolverine World Wide (WWW) Q2 Earnings Lag Estimates (Zacks)
Aug-08-23 04:45PM	Caleres to Announce Second Quarter 2023 Results on August 31 (Business Wire)
Aug-02-23 08:25AM	Steven Madden (SHOO) Q2 Earnings and Revenues Lag Estimates (Zacks)
Jul-06-23 06:36AM	Is Now The Time To Look At Buying Caleres, Inc. (NYSE:CAL)? (Simply Wall St.)
Jun-21-23 08:00PM	CAL: Lowering target price to $26.00 (Argus Research)
Jun-20-23 04:30PM	LifeStride Celebrates America's #1 Pump, THE PARIGI (Business Wire)
Jun-05-23 08:38AM	Is the Options Market Predicting a Spike in Caleres (CAL) Stock? (Zacks)
Jun-03-23 08:22AM	Why You Might Be Interested In Caleres, Inc. (NYSE:CAL) For Its Upcoming Dividend (Simply Wall St.)
Jun-02-23 01:59AM	Q1 2023 Caleres Inc Earnings Call (Thomson Reuters StreetEvents) +7.74%
Jun-01-23 04:29PM	Caleres CEO: Back-to-School Season, Kids Business Will Bring Gains for Famous Footwear (Footwear News)
10:10AM	Caleres Beats Q1 Estimates Despite Overall Sales Decline (Footwear News)
09:30AM	Caleres Inc. (CAL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:55AM	Caleres Inc. (CAL) Surpasses Q1 Earnings Estimates (Zacks)
06:49AM	Caleres Inc.: Fiscal Q1 Earnings Snapshot (AP Finance)
06:40AM	Caleres Reports First Quarter 2023 Results (Business Wire)
May-29-23 06:10AM	Caleres (NYSE:CAL) Has Affirmed Its Dividend Of $0.07 (Simply Wall St.)
May-25-23 05:35PM	Deckers (DECK) Tops Q4 Earnings and Revenue Estimates (Zacks) -8.68%
04:30PM	Caleres Declares Regular Quarterly Dividend (Business Wire)
03:14AM	4 big analyst cuts: Shopify slashed on limited top-line growth prospects (Investing.com)
May-24-23 08:05PM	Afya (AFYA) Lags Q1 Earnings Estimates (Zacks)
04:35PM	Caleres Awarded on the USA Today Americas Climate Leaders 2023 List (Business Wire)
May-17-23 05:05PM	Caleres to Announce First Quarter 2023 Results on June 1 (Business Wire)
May-10-23 07:45AM	Wolverine World Wide (WWW) Q1 Earnings and Revenues Top Estimates (Zacks)
May-03-23 04:20PM	Veronica Beard and Dr. Scholls Shoes Launch Fresh Summer Capsule (Business Wire)
May-01-23 04:30PM	Sam Edelman Launches ReLove Initiative: A Resell Program (Business Wire)
Apr-28-23 07:25AM	Carter's (CRI) Beats Q1 Earnings and Revenue Estimates (Zacks)
Apr-26-23 08:00PM	CAL: Raising target price to $24.00 (Argus Research)
Apr-24-23 06:38AM	Caleres, Inc.'s (NYSE:CAL) Stock Is Going Strong: Is the Market Following Fundamentals? (Simply Wall St.)
Apr-20-23 04:30PM	Caleres Highlights Progress Toward 2025 Environmental, Social & Governance Commitments (Business Wire)
Apr-07-23 08:51AM	Caleres, Inc.'s (NYSE:CAL) Share Price Is Matching Sentiment Around Its Earnings (Simply Wall St.)

Caleres, Inc. engages in the provision of athletic, casual, and dress footwear products. It operates through the Famous Footwear and Brand Portfolio segments. The Famous Footwear segment provides branded footwear for the entire family. The Brand Portfolio segment sources, manufactures, and markets branded, licensed, and private-labeled footwear primarily to online retailers, national chains, department stores, mass merchandisers, and independent retailers. The company was founded by George Warren Brown in 1878 and is headquartered in St. Louis, MO.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SULLIVAN DIANE M	Executive Chair	Apr 24 '24	Sale	37.09	6,856	254,314	254,668	Apr 26 02:59 PM
SULLIVAN DIANE M	Executive Chair	Apr 23 '24	Sale	37.42	24,499	916,707	261,524	Apr 24 05:12 PM
SULLIVAN DIANE M	Executive Chair	Apr 22 '24	Sale	35.99	12,126	436,411	286,023	Apr 24 05:12 PM
Freidman Daniel R	Chief Sourcing Officer	Apr 08 '24	Sale	37.00	15,000	555,000	64,167	Apr 10 04:43 PM
Schmitt Mark A	SVP, Chief Logistics Officer	Mar 25 '24	Sale	41.01	18,373	753,457	50,847	Apr 04 09:42 AM
Schmidt John W	President & CEO, Caleres	Mar 04 '24	Sale	38.71	25,332	980,498	335,663	Mar 06 06:55 PM
Schmidt John W	President & CEO, Caleres	Feb 08 '24	Sale	33.29	12,668	421,724	360,995	Feb 12 07:28 PM
Schmidt John W	President & CEO, Caleres	Jan 11 '24	Sale	30.16	12,668	382,120	373,663	Jan 12 08:33 PM
Hill Willis	Chief Information Officer	Jan 09 '24	Sale	30.12	14,000	421,735	45,214	Jan 11 04:54 PM
Hill Willis	Chief Information Officer	Jan 08 '24	Sale	30.07	1,650	49,616	59,214	Jan 10 05:03 PM
Schmitt Mark A	SVP, Chief Logistics Officer	Dec 21 '23	Sale	30.76	21,282	654,711	72,068	Dec 26 01:19 PM
Schmitt Mark A	SVP, Chief Logistics Officer	Dec 19 '23	Sale	30.66	1,650	50,589	93,350	Dec 21 04:21 PM
Hasty Todd E	SVP, Chief Accounting Officer	Dec 04 '23	Sale	31.50	5,599	176,368	22,414	Dec 05 05:27 PM
SULLIVAN DIANE M	Executive Chair	Nov 30 '23	Sale	30.55	13,151	401,714	392,256	Dec 04 06:15 PM
SULLIVAN DIANE M	Executive Chair	Nov 29 '23	Sale	30.98	41,811	1,295,305	405,407	Nov 29 06:08 PM
SULLIVAN DIANE M	Executive Chair	Nov 28 '23	Sale	29.60	14,494	429,024	447,218	Nov 29 06:08 PM
SULLIVAN DIANE M	Executive Chair	Nov 27 '23	Sale	29.15	15,117	440,724	461,712	Nov 29 06:08 PM
SULLIVAN DIANE M	Executive Chair	Nov 24 '23	Sale	28.58	8,226	235,114	476,829	Nov 27 05:13 PM
SULLIVAN DIANE M	Executive Chair	Nov 22 '23	Sale	28.91	16,426	474,863	485,055	Nov 27 05:13 PM
SULLIVAN DIANE M	Executive Chair	Nov 21 '23	Sale	30.46	62,202	1,894,724	501,481	Nov 22 11:30 AM
Schmidt John W	President & CEO, Caleres	Nov 21 '23	Sale	30.65	1,000	30,650	2,500	Mar 06 06:55 PM
SULLIVAN DIANE M	Executive Chair	Nov 20 '23	Sale	27.56	943	25,990	563,683	Nov 21 05:37 PM
SULLIVAN DIANE M	Executive Chair	Nov 17 '23	Sale	27.53	500	13,765	564,626	Nov 21 05:37 PM
SULLIVAN DIANE M	Executive Chair	Nov 15 '23	Sale	27.89	2,540	70,843	565,126	Nov 16 06:01 PM
SULLIVAN DIANE M	Executive Chair	Nov 14 '23	Sale	27.65	4,265	117,923	567,666	Nov 16 06:01 PM
SULLIVAN DIANE M	Executive Chair	Nov 03 '23	Sale	27.88	11,265	314,050	571,931	Nov 07 03:47 PM
SULLIVAN DIANE M	Executive Chair	Oct 11 '23	Sale	27.92	2,859	79,814	583,196	Oct 12 05:27 PM
SULLIVAN DIANE M	Executive Chair	Oct 10 '23	Sale	27.93	17,458	487,622	586,055	Oct 12 05:27 PM
SULLIVAN DIANE M	Executive Chair	Oct 09 '23	Sale	26.47	9,417	249,253	603,513	Oct 10 10:13 AM
SULLIVAN DIANE M	Executive Chair	Oct 06 '23	Sale	26.52	12,443	329,981	612,930	Oct 10 10:13 AM
SULLIVAN DIANE M	Executive Chair	Oct 05 '23	Sale	26.73	12,553	335,492	625,373	Oct 06 12:05 PM
SULLIVAN DIANE M	Executive Chair	Oct 04 '23	Sale	27.13	14,707	399,001	637,926	Oct 06 12:05 PM
SULLIVAN DIANE M	Executive Chair	Oct 03 '23	Sale	27.94	12,026	336,006	652,633	Oct 04 01:44 PM
SULLIVAN DIANE M	Executive Chair	Oct 02 '23	Sale	28.48	14,337	408,318	664,659	Oct 04 01:44 PM
Koch Douglas	SVP, Chief HR Officer	Sep 05 '23	Sale	27.93	12,350	344,879	62,649	Sep 06 05:52 PM
Freidman Daniel R	Chief Sourcing Officer	Aug 31 '23	Sale	28.00	5,000	140,000	76,311	Sep 01 04:32 PM
Hasty Todd E	SVP, Chief Accounting Officer	Jul 11 '23	Sale	25.00	5,800	145,000	31,513	Jul 12 01:49 PM
Hill Willis	Chief Information Officer	Jun 23 '23	Sale	24.80	8,000	198,432	60,792	Jun 26 06:17 PM
Hendra Carla C	Director	Jun 08 '23	Sale	20.36	2,493	50,746	0	Jun 26 06:19 PM
Hendra Carla C	Director	Jun 07 '23	Sale	19.71	2,536	49,973	2,493	Jun 26 06:19 PM

Open in Screener

GL

Globe Life Inc

May 06 • 04:00PM ET

80.84

Dollar change +3.29
Percentage change 4.24	%

Financial • Insurance - Life • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VOO VB VO VBR RSP IVV VIG VTV SPLV

Index	S&P 500	P/E	7.72	EPS (ttm)	10.47	Insider Own	2.29%	Shs Outstand	93.79M	Perf Week	3.52%
Market Cap	7.60B	Forward P/E	6.29	EPS next Y	12.85	Insider Trans	-3.79%	Shs Float	91.88M	Perf Month	-25.46%
Income	1.00B	PEG	0.52	EPS next Q	2.90	Inst Own	84.34%	Short Float	3.73%	Perf Quarter	-32.78%
Sales	5.54B	P/S	1.37	EPS this Y	9.99%	Inst Trans	-0.08%	Short Ratio	1.22	Perf Half Y	-30.23%
Book/sh	47.84	P/B	1.69	EPS next Y	9.70%	ROA	3.62%	Short Interest	3.43M	Perf Year	-23.63%
Cash/sh	-	P/C	-	EPS next 5Y	14.89%	ROE	20.69%	52W Range	38.95 - 132.00	Perf YTD	-33.59%
Dividend Est.	0.90 (1.11%)	P/FCF	5.31	EPS past 5Y	10.60%	ROI	16.37%	52W High	-38.76%	Beta	0.79
Dividend TTM	0.92 (1.13%)	Quick Ratio	-	Sales past 5Y	4.84%	Gross Margin	-	52W Low	107.55%	ATR (14)	5.64
Dividend Ex-Date	Apr 04, 2024	Current Ratio	0.80	EPS Y/Y TTM	28.86%	Oper. Margin	24.50%	RSI (14)	46.13	Volatility	5.95% 14.10%
Employees	3636	Debt/Eq	0.47	Sales Y/Y TTM	6.02%	Profit Margin	18.07%	Recom	2.00	Target Price	106.70
Option/Short	Yes / Yes	LT Debt/Eq	0.36	EPS Q/Q	16.91%	Payout	8.93%	Rel Volume	0.82	Prev Close	77.55
Sales Surprise	-0.61%	EPS Surprise	-0.30%	Sales Q/Q	7.18%	Earnings	Apr 22 AMC	Avg Volume	2.82M	Price	80.84
SMA20	7.64%	SMA50	-20.77%	SMA200	-28.55%	Trades		Volume	2,315,275	Change	4.24%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-24-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$130 → $110
Oct-31-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$122 → $137
Aug-18-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$131
Apr-25-23	Initiated	Wells Fargo	Equal Weight	$120
Oct-28-22	Downgrade	Evercore ISI	Outperform → In-line	$115 → $114
Sep-22-22	Initiated	Raymond James	Strong Buy	$138
Jun-15-22	Upgrade	Evercore ISI	In-line → Outperform	$105 → $112
Jan-26-22	Initiated	Jefferies	Hold	$106
Jan-21-22	Initiated	Wolfe Research	Underperform	$85
Jan-12-22	Upgrade	Piper Sandler	Neutral → Overweight	$105 → $117
Jul-24-20	Upgrade	Evercore ISI	Underperform → In-line
Jun-05-20	Initiated	Piper Sandler	Neutral	$87
Sep-20-19	Initiated	Credit Suisse	Outperform	$114

Show Previous Ratings

May-06-24 06:55AM	GLOBE LIFE INC. DECLARES DIVIDEND (PR Newswire)
May-03-24 11:55AM	Lowey Dannenberg, P.C. is Investigating Global Life Inc. ( Global Life ) (NYSE: GL) for Potential Violations of the Federal Securities Laws and Encourages Investors with more than $50,000 in Losses to Contact the Firm (GlobeNewswire)
May-02-24 09:00AM	Here is What to Know Beyond Why Globe Life Inc. (GL) is a Trending Stock (Zacks)
May-01-24 09:30AM	Wall Street Analysts See Globe Life (GL) as a Buy: Should You Invest? (Zacks)
Apr-30-24 02:18PM	GE Aerospace Is the S&P 500s Top-Performing Stock in April. Globe Life Is the Worst. (Barrons.com)
10:10AM	Loading…
Apr-29-24 10:10AM	Globe Life's Board Authorizes Up to $1.3 Billion in Stock Buybacks Under Existing Repurchase Plan (MT Newswires)
09:22AM	Jefferies Adjusts Price Target on Globe Life to $85 From $122 (MT Newswires)
07:00AM	Globe Life Inc. Share Repurchase Update (PR Newswire)
Apr-26-24 10:09AM	Globe Life Under Fire: DOJ Probe and Short-Seller Cast Shadow on Insurer - Hagens Berman (GlobeNewswire)
Apr-24-24 11:36AM	Globe Life Inc. (NYSE:GL) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:36AM	Tesla, Airbnb upgraded: Wall Street's top analyst calls (The Fly)
08:25AM	--Piper Sandler Adjusts Price Target on Globe Life to $110 From $130 (MT Newswires)
Apr-23-24 04:41PM	S&P 500 Gains and Losses Today: Auto Parts Provider LKQ Sinks Amid Soft Demand (Investopedia) +14.11%
01:51PM	Top Midday Gainers (MT Newswires)
11:35AM	Update: Globe Life Shares Climb After Q1 Net Operating Income, Revenue Rise (MT Newswires)
07:20AM	Loading…
07:20AM	Globe Life (GL) Q1 Earnings Miss Estimates, Revenues Rise Y/Y (Zacks)
Apr-22-24 08:53PM	GL Stock Earnings: Globe Life Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
06:49PM	GLOBE LIFE INC. ANNOUNCES VIRTUAL WEBCAST FOR 2024 ANNUAL MEETING OF SHAREHOLDERS (PR Newswire)
06:11PM	Globe Life Inc (GL) Q1 2024 Earnings: Surpasses Analyst EPS Projections (GuruFocus.com)
06:00PM	Here's What Key Metrics Tell Us About Globe Life (GL) Q1 Earnings (Zacks)
05:25PM	Globe Life (GL) Q1 Earnings and Revenues Lag Estimates (Zacks)
05:13PM	Globe Life Q1 Net Operating Income, Revenue Rise; 2024 Operating Income Outlook Updated (MT Newswires)
05:06PM	Globe Life profit surges on strong underwriting, investment returns (Reuters)
04:26PM	Globe Life: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	GLOBE LIFE INC. REPORTS FIRST QUARTER 2024 RESULTS (PR Newswire)
02:57PM	Globe Life (GL) Tanks 50% After Fuzzy Panda Research Accuses Company of Wide-Ranging 'Insurance Fraud' Hagens Berman (GlobeNewswire)
10:26AM	Lowey Dannenberg, P.C. is Investigating Global Life Inc. ( Global Life ) (NYSE: GL) for Potential Violations of the Federal Securities Laws and Encourages Investors with more than $50,000 in Losses to Contact the Firm (GlobeNewswire)
09:35AM	Down -42.2% in 4 Weeks, Here's Why You Should You Buy the Dip in Globe Life (GL) (Zacks)
Apr-19-24 10:14AM	Lowey Dannenberg, P.C. is Investigating Global Life Inc. ( Global Life ) (NYSE: GL) for Potential Violations of the Federal Securities Laws and Encourages Investors with more than $50,000 in Losses to Contact the Firm (GlobeNewswire)
09:40AM	Are Investors Undervaluing Globe Life (GL) Right Now? (Zacks)
08:48AM	Loading…
08:48AM	Why Earnings Season Could Be Great for Globe Life (GL) (Zacks)
07:00AM	GLOBE LIFE INC. ANNOUNCES FIRST QUARTER 2024 EARNINGS RELEASE AND CONFERENCE CALL (PR Newswire)
Apr-18-24 03:01PM	96% Of S&P 500 Stocks Show Upside Potential Vs. Street Estimates: Which Offers The Best Opportunity? (Benzinga)
01:21PM	Globe Life (GL) Tanks 50% After Fuzzy Panda Research Accuses Company of Wide-Ranging 'Insurance Fraud' Hagens Berman (GlobeNewswire)
Apr-17-24 04:43PM	S&P 500 Gains and Losses Today: United Airlines Stock Soars After Earnings Beat (Investopedia) +5.44%
12:50PM	Globe Life (GL) Tanks 50% After Fuzzy Panda Research Accuses Company of "Wide-Ranging 'Insurance Fraud'" - Hagens Berman (Newsfile)
09:15AM	Exploring Analyst Estimates for Globe Life (GL) Q1 Earnings, Beyond Revenue and EPS (Zacks)
06:15AM	Billionaire Warren Buffett Recently Cut This Stock From Berkshire Hathaway's Portfolio. It Just Dropped 53% In 1 Day. Here's What Investors Need to Know. (Motley Fool)
Apr-16-24 05:50PM	S&P 500 Gains and Losses Today: Live Nation Stock Falls Amid Potential Antitrust Lawsuit (Investopedia) +7.45%
12:46PM	Globe Life (GL) Tanks 50% After Fuzzy Panda Research Accuses Company of "Wide-Ranging 'Insurance Fraud'" - Hagens Berman (Newsfile)
Apr-15-24 05:13PM	S&P 500 Gains and Losses Today: Salesforce Slips Amid Informatica Acquisition Talks (Investopedia) -5.55%
11:13AM	Globe Life (GL) Tanks 50% After Fuzzy Panda Research Accuses Company of Wide-Ranging 'Insurance Fraud' Hagens Berman (GlobeNewswire)
10:48AM	Lowey Dannenberg, P.C. is Investigating Global Life Inc. ( Global Life ) (NYSE: GL) for Potential Violations of the Federal Securities Laws and Encourages Investors with more than $50,000 in Losses to Contact the Firm (GlobeNewswire)
10:00AM	Globe Life (GL) Earnings Expected to Grow: Should You Buy? (Zacks)
08:47AM	Globe Life (GL) Soars 20.2%: Is Further Upside Left in the Stock? (Zacks)
Apr-12-24 05:02PM	S&P 500 Gains and Losses Today: Arista Networks Drops Amid Competitive Threat (Investopedia) +20.17%
04:07PM	Short Seller Behind Globe Lifes Plunge Has Winning Record (Bloomberg)
02:45PM	5 Investors Betting Big on Globe Life (GL) Stock (InvestorPlace)
01:57PM	Stocks to Watch Friday: JPMorgan, Intel, Globe Life (The Wall Street Journal)
12:10PM	Will Globe Life (GL) Beat Estimates Again in Its Next Earnings Report? (Zacks)
11:47AM	Globe Life shares plummet following short report (CNBC TV)
11:01AM	11 Oversold Value Stocks To Buy Now (Insider Monkey)
10:49AM	GL Stock Pops as Globe Life Hits Back at Short Seller (InvestorPlace)
10:20AM	Globe Life stock drops 50% because a short-seller alleged insurance fraud (Quartz)
10:16AM	Globe Life Stock Rallies After Thursday's Dive (The Wall Street Journal)
07:48AM	5 Things to Know Before the Stock Market Opens (Investopedia)
Apr-11-24 06:25PM	Labaton Keller Sucharow LLP is Investigating Claims against Globe Life Inc. and Encourages Investors to Contact the Firm (Business Wire) -53.14%
06:01PM	Globe Life (GL) Tanks 50% After Fuzzy Panda Research Accuses Company of Wide-Ranging 'Insurance Fraud' Hagens Berman (GlobeNewswire)
05:39PM	Globe Life Sank by Record on Inflammatory Short Report (Bloomberg)
05:28PM	S&P 500 Gains and Losses Today: Apple Jumps on Report of Plans for AI-Powered Macs (Investopedia)
05:02PM	Globe Life Inc. Issues Statement Refuting Short Seller Allegations (PR Newswire)
04:35PM	Globe Life Stock Plunges 53% After Short Seller Alleges Fraud (Investopedia)
04:00PM	US STOCKS-S&P 500, Nasdaq end sharply higher on soft inflation data, eyes on earnings (Reuters)
03:26PM	Insurer Globe Life Stock Slammed After Short-Seller Alleges Widespread Fraud (The Wall Street Journal)
03:19PM	Lowey Dannenberg, P.C. is Investigating Global Life Inc. ( Global Life ) (NYSE: GL) for Potential Violations of the Federal Securities Laws and Encourages Investors with more than $50,000 in Losses to Contact the Firm (GlobeNewswire)
11:58AM	Top Stock Movers Now: Nike, Constellation Brands, Fastenal, and More (Investopedia)
11:27AM	Fuzzy Panda Slams Globe Life (GL) Stock in New Short Report (InvestorPlace)
09:13AM	UPDATE 1-Fuzzy Panda Research discloses short position in Globe Life (Reuters)
09:06AM	Fuzzy Panda Research discloses short position in Globe Life (Reuters)
Apr-10-24 09:17AM	Here's Why You Should Add Globe Life (GL) to Your Portfolio (Zacks)
Apr-09-24 11:14AM	Warren Buffett's Portfolio: 15 Longest Held Stocks (Insider Monkey)
09:55AM	Here's Why Globe Life (GL) Looks Ripe for Bottom Fishing (Zacks)
Apr-04-24 07:26AM	Globe Life defends business model after short-seller criticism (Reuters)
Apr-03-24 11:45AM	Short-seller Koppikar sees insurer Globe Life as 'attractive' target (Reuters)
09:40AM	Is Globe Life (GL) Stock Undervalued Right Now? (Zacks)
Mar-18-24 04:10PM	GLOBE LIFE INC. DECLARES DIVIDEND (PR Newswire)
Mar-15-24 05:06AM	Here Are All 7 Stocks Warren Buffett Is Selling (Motley Fool)
Mar-08-24 11:30AM	Globe Life (GL) Up 1.8% Since Last Earnings Report: Can It Continue? (Zacks)
08:15AM	Here's Why You Should Buy Globe Life (GL) Stock Right Now (Zacks)
Feb-29-24 12:04AM	Decoding Globe Life Inc (GL): A Strategic SWOT Insight (GuruFocus.com)
Feb-13-24 09:15AM	Globe Life Inc. (GL) Hit a 52 Week High, Can the Run Continue? (Zacks)
Feb-09-24 12:00PM	Globe Life (GL) Moves to Buy: Rationale Behind the Upgrade (Zacks)
02:30AM	Q4 2023 Globe Life Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-08-24 08:42AM	Globe Life (GL) Q4 Earnings Beat on Solid Investment Income (Zacks)
Feb-07-24 06:00PM	Globe Life (GL) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:54PM	Globe Life profit rises on stronger underwriting, investment returns (Reuters)
05:25PM	Globe Life (GL) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
04:53PM	Globe Life Inc (GL) Reports Solid Growth in Q4 2023 Earnings (GuruFocus.com)
04:34PM	Globe Life: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	GLOBE LIFE INC. REPORTS FOURTH QUARTER 2023 RESULTS (PR Newswire)
Feb-06-24 12:10PM	Will Globe Life (GL) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Feb-05-24 09:16AM	What Analyst Projections for Key Metrics Reveal About Globe Life (GL) Q4 Earnings (Zacks)
07:00AM	GLOBE LIFE INC. ANNOUNCES FOURTH QUARTER 2023 EARNINGS RELEASE AND CONFERENCE CALL (PR Newswire)
Jan-31-24 10:00AM	Globe Life (GL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-25-24 06:21PM	GLOBE LIFE INC. ANNOUNCES FOURTH QUARTER 2023 EARNINGS RELEASE AND CONFERENCE CALL (PR Newswire)
Jan-23-24 01:04PM	Piper Sandler Recommends Owning Life Insurance Stocks; Here Are 3 Names to Watch (TipRanks)
Jan-16-24 08:05AM	Here's Why Investors Should Retain Globe Life (GL) Stock Now (Zacks)
Dec-20-23 09:40AM	Is Globe Life (GL) a Great Value Stock Right Now? (Zacks)
Dec-13-23 04:42AM	15 Best Life Insurance Companies Heading into 2024 (Insider Monkey)
Dec-06-23 07:45AM	Lexitas Announces New Board Member (PR Newswire)

Globe Life, Inc. is a holding company, which engages in the provision of individual life and supplemental health insurance products and services. It operates through the following segments: Life Insurance, Supplemental Health Insurance, Annuities, and Investments. The Life Insurance segment includes traditional and interest-sensitive whole life insurance as well as term life insurances. The Supplement Health Insurance segment provides generally guaranteed-renewable and include Medicare, critical illness, accident, and limited-benefit supplement hospital, and surgical coverage. The Annuities segment refers to fixed-benefit contracts. The Investments segment covers the investment portfolio. The company was founded on November 19, 1979, and is headquartered in McKinney, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BLINN MARK A	Director	Apr 25 '24	Buy	76.77	2,000	153,540	6,518	Apr 26 02:56 PM
Zorn Rebecca E	EVP & Chief Talent Officer	Apr 25 '24	Sale	77.30	2,320	179,336	10,220	Apr 26 12:45 PM
BRANNEN JAMES	Director	Apr 24 '24	Buy	78.47	2,000	156,940	7,030	Apr 26 12:14 PM
Rodriguez David A	Director	Apr 24 '24	Buy	79.72	1,500	119,585	4,192	Apr 26 12:33 PM
Johnson Steven Paul	Director	Apr 24 '24	Buy	76.42	1,319	100,800	14,766	Apr 26 12:29 PM
Haworth Jennifer Allison	EVP & Chief Marketing Officer	Dec 29 '23	Option Exercise	50.69	4,500	228,120	11,130	Dec 29 03:51 PM
Haworth Jennifer Allison	EVP & Chief Marketing Officer	Dec 29 '23	Sale	121.37	2,524	306,348	8,606	Dec 29 03:51 PM
BUCHAN JANE	Director	Dec 12 '23	Sale	124.50	1,000	124,500	80,285	Dec 13 04:47 PM
Skarjune Dolores L	EVP and Chief Admin. Officer	Dec 11 '23	Option Exercise	95.05	23,775	2,259,780	25,435	Dec 12 12:56 PM
Skarjune Dolores L	EVP and Chief Admin. Officer	Dec 11 '23	Sale	123.28	20,479	2,524,565	4,956	Dec 12 12:56 PM
Zorn Rebecca E	EVP & Chief Talent Officer	Nov 30 '23	Option Exercise	82.70	18,500	1,529,880	22,442	Dec 01 04:16 PM
Zorn Rebecca E	EVP & Chief Talent Officer	Nov 30 '23	Sale	122.08	13,990	1,707,910	8,452	Dec 01 04:16 PM
MAJORS MICHAEL CLAY	EVP - Chief Strategy Officer	Nov 21 '23	Option Exercise	83.23	15,000	1,248,480	50,015	Nov 22 10:07 AM
MAJORS MICHAEL CLAY	EVP - Chief Strategy Officer	Nov 21 '23	Sale	119.36	15,000	1,790,424	35,015	Nov 22 10:07 AM
SVOBODA FRANK M	Co-Chairman & CEO	Nov 17 '23	Option Exercise	77.26	9,500	733,970	12,870	Nov 20 09:43 AM
SVOBODA FRANK M	Co-Chairman & CEO	Nov 17 '23	Sale	118.22	9,500	1,123,056	3,370	Nov 20 09:43 AM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Nov 15 '23	Option Exercise	100.33	6,800	682,249	7,500	Nov 16 11:10 AM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Nov 15 '23	Sale	117.57	6,800	799,488	700	Nov 16 11:10 AM
SVOBODA FRANK M	Co-Chairman & CEO	Nov 06 '23	Option Exercise	77.26	20,000	1,545,200	23,370	Nov 07 04:06 PM
SVOBODA FRANK M	Co-Chairman & CEO	Nov 06 '23	Sale	115.92	20,000	2,318,496	3,370	Nov 07 04:06 PM
Darden James Matthew	Co-Chairman & CEO	Nov 03 '23	Option Exercise	77.26	9,551	737,910	34,621	Nov 06 05:27 PM
Darden James Matthew	Co-Chairman & CEO	Nov 03 '23	Sale	116.98	8,551	1,000,289	26,070	Nov 06 05:27 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Oct 27 '23	Option Exercise	98.32	2,500	245,800	3,200	Oct 31 11:22 AM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Oct 27 '23	Sale	113.05	2,500	282,630	700	Oct 31 11:22 AM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Sep 12 '23	Option Exercise	98.32	2,500	245,800	3,200	Sep 13 05:52 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Sep 12 '23	Sale	110.37	2,500	275,926	700	Sep 13 05:52 PM
MITCHELL ROBERT BRIAN	EVP, General Counsel and CRO	Aug 30 '23	Sale	111.97	16,217	1,815,766	36,635	Aug 31 04:08 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Aug 29 '23	Option Exercise	93.55	1,325	123,954	2,025	Aug 30 12:32 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Aug 29 '23	Sale	111.20	1,325	147,335	700	Aug 30 12:32 PM
SVOBODA FRANK M	Co-Chairman & CEO	Aug 16 '23	Option Exercise	77.26	12,500	965,750	15,870	Aug 17 05:58 PM
SVOBODA FRANK M	Co-Chairman & CEO	Aug 16 '23	Sale	113.57	12,500	1,419,574	3,370	Aug 17 05:58 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Jul 31 '23	Option Exercise	87.60	1,000	87,600	1,700	Aug 01 11:17 AM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Jul 31 '23	Sale	112.06	1,000	112,060	700	Aug 01 11:17 AM
Alston Cheryl	Director	Jun 14 '23	Option Exercise	79.31	16,691	1,323,767	22,929	Jun 15 05:03 PM
Alston Cheryl	Director	Jun 14 '23	Sale	108.81	16,691	1,816,184	6,238	Jun 15 05:03 PM

Open in Screener

HOMB

Home Bancshares Inc

May 06 • 04:00PM ET

24.89

Dollar change +0.27
Percentage change 1.10	%

Financial • Banks - Regional • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

HOMB Home Bancshares Inc daily Stock Chart

Held by: IJH VTI VB IWM VBR VXF IWN IJJ VIG SCHA

Index	RUT	P/E	12.90	EPS (ttm)	1.93	Insider Own	7.28%	Shs Outstand	201.53M	Perf Week	3.28%
Market Cap	5.01B	Forward P/E	12.25	EPS next Y	2.03	Insider Trans	-0.85%	Shs Float	186.49M	Perf Month	4.71%
Income	390.08M	PEG	2.58	EPS next Q	0.49	Inst Own	67.85%	Short Float	2.23%	Perf Quarter	8.50%
Sales	1.37B	P/S	3.65	EPS this Y	0.82%	Inst Trans	-3.93%	Short Ratio	4.29	Perf Half Y	18.35%
Book/sh	18.98	P/B	1.31	EPS next Y	2.27%	ROA	1.72%	Short Interest	4.16M	Perf Year	19.95%
Cash/sh	-	P/C	-	EPS next 5Y	5.00%	ROE	10.48%	52W Range	19.61 - 25.80	Perf YTD	-1.74%
Dividend Est.	0.73 (2.92%)	P/FCF	12.08	EPS past 5Y	2.35%	ROI	6.98%	52W High	-3.53%	Beta	1.09
Dividend TTM	0.72 (2.89%)	Quick Ratio	-	Sales past 5Y	12.62%	Gross Margin	-	52W Low	26.89%	ATR (14)	0.54
Dividend Ex-Date	Feb 13, 2024	Current Ratio	0.31	EPS Y/Y TTM	14.77%	Oper. Margin	37.02%	RSI (14)	60.99	Volatility	1.75% 2.18%
Employees	2819	Debt/Eq	0.51	Sales Y/Y TTM	13.26%	Profit Margin	28.44%	Recom	2.00	Target Price	27.43
Option/Short	Yes / Yes	LT Debt/Eq	0.47	EPS Q/Q	-1.68%	Payout	37.16%	Rel Volume	0.79	Prev Close	24.62
Sales Surprise	2.47%	EPS Surprise	7.60%	Sales Q/Q	8.23%	Earnings	Apr 18 BMO	Avg Volume	969.69K	Price	24.89
SMA20	4.62%	SMA50	4.98%	SMA200	8.13%	Trades		Volume	765,236	Change	1.10%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-01-23	Initiated	Citigroup	Neutral	$23
Dec-13-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$28
Jul-16-21	Downgrade	Raymond James	Outperform → Mkt Perform
Apr-17-20	Upgrade	Raymond James	Mkt Perform → Outperform	$14
Jan-09-20	Downgrade	Citigroup	Buy → Neutral
Feb-11-19	Initiated	Barclays	Equal Weight	$21
Jun-18-18	Initiated	Citigroup	Buy	$28
Apr-20-18	Upgrade	Sandler O'Neill	Hold → Buy
Mar-01-18	Upgrade	Piper Jaffray	Neutral → Overweight
Oct-20-17	Downgrade	Sandler O'Neill	Buy → Hold
Oct-05-17	Resumed	Piper Jaffray	Neutral	$27
May-15-17	Upgrade	Keefe Bruyette	Mkt Perform → Outperform
Jan-24-17	Upgrade	Sandler O'Neill	Hold → Buy
Dec-15-16	Downgrade	Raymond James	Outperform → Mkt Perform
Nov-10-16	Downgrade	Keefe Bruyette	Outperform → Mkt Perform
Sep-13-16	Downgrade	Sandler O'Neill	Buy → Hold
Apr-07-16	Initiated	Piper Jaffray	Neutral	$44.50
Jan-22-16	Reiterated	RBC Capital Mkts	Sector Perform	$43 → $41
Jan-08-16	Upgrade	Sandler O'Neill	Hold → Buy
Jan-05-16	Upgrade	Hovde Group	Market Perform → Outperform	$50

Show Previous Ratings

Apr-24-24 05:15PM	Home BancShares, Inc. Announces Second Quarter Cash Dividend (GlobeNewswire)
Apr-22-24 12:00PM	Home BancShares (HOMB) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Apr-19-24 03:06AM	Home BancShares Inc (HOMB) Q1 2024 Earnings Call Transcript Highlights: Strong Performance with ... (GuruFocus.com)
Apr-18-24 12:52PM	HOMB Stock Earnings: Home BancShares Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
10:00AM	Home BancShares (HOMB) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
08:15AM	Loading…
08:15AM	All Operating Metrics Up and Expenses Down, Great Start at HOMB (GlobeNewswire)
Apr-15-24 09:19AM	What Analyst Projections for Key Metrics Reveal About Home BancShares (HOMB) Q1 Earnings (Zacks)
Mar-31-24 08:19AM	Insiders Are Dumping These 12 Financial Stocks (Insider Monkey)
Mar-18-24 05:15PM	Home BancShares, Inc. Announces First Quarter Earnings Release Date and Conference Call (GlobeNewswire)
Feb-06-24 12:00PM	What Makes Home BancShares (HOMB) a New Strong Buy Stock (Zacks)
Feb-02-24 09:55AM	Here's Why Home BancShares (HOMB) Is a Great 'Buy the Bottom' Stock Now (Zacks)
Jan-24-24 05:15PM	Home BancShares, Inc. Announces First Quarter Cash Dividend (GlobeNewswire)
Jan-18-24 10:00AM	Home BancShares (HOMB) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
09:43AM	Home BancShares Inc (HOMB) Navigates Headwinds to Post Solid Q4 Earnings (GuruFocus.com)
09:30AM	Home BancShares (HOMB) Tops Q4 Earnings and Revenue Estimates (Zacks)
08:15AM	Loading…
08:15AM	Results of West Texas Headwinds and FDIC Surprise 4th Quarter Assessment Only Things Standing Between HOMB and Expected 2023 Goal of $400 Million Plus (GlobeNewswire)
Jan-12-24 12:25PM	Unveiling Home BancShares (HOMB) Q4 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Dec-19-23 06:15AM	Should You Invest in Home Bancshares (HOMB)? (Insider Monkey)
Dec-18-23 05:15PM	Home Bancshares, Inc. Announces Fourth Quarter Earnings Release Date and Conference Call (GlobeNewswire)
Nov-07-23 05:15PM	Home BancShares, Inc. to Participate in Fireside Chat at Stephens Annual Investment Conference (GlobeNewswire)
Oct-25-23 05:15PM	Home BancShares, Inc. Announces Fourth Quarter Cash Dividend (GlobeNewswire)
Oct-20-23 12:39PM	Home Bancshares, Inc. (Conway, AR) (NYSE:HOMB) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-19-23 08:15AM	HOMB on Track for $400 Million Year (GlobeNewswire)
Sep-19-23 05:15PM	Home BancShares, Inc. Announces Third Quarter Earnings Release Date and Conference Call (GlobeNewswire)
Jul-26-23 05:15PM	Home BancShares, Inc. Announces Third Quarter Cash Dividend (GlobeNewswire)
Jul-20-23 08:15AM	HOMBs Safe Harbor for Uninsured Deposits, Strong Asset Quality and Profitability Among Shining Stars in the Second Quarter of 2023 (GlobeNewswire)
Jul-13-23 10:00AM	Home BancShares (HOMB) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jun-21-23 08:00PM	HOMB: Lowering target price to $24.00 (Argus Research)
Jun-20-23 05:15PM	Home BancShares, Inc. Announces Second Quarter Earnings Release Date and Conference Call (GlobeNewswire)
Apr-28-23 10:00AM	Home BancShares, Inc. Announces Centennial Bank Named #15 on Forbes list of Worlds Best Banks (GlobeNewswire)
08:00PM	Loading…
Apr-26-23 08:00PM	HOMB: Lowering target price to $22.00 (Argus Research)
05:15PM	Home BancShares, Inc. Announces Second Quarter Cash Dividend (GlobeNewswire)
Apr-20-23 08:15AM	HOMBs Balance Sheet Continues to Weather the Storm (GlobeNewswire)
Apr-13-23 10:01AM	Home BancShares (HOMB) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Mar-20-23 05:15PM	Home BancShares, Inc. Announces First Quarter Earnings Release Date And Conference Call (GlobeNewswire)
Feb-28-23 05:15PM	Home BancShares, Inc. to Present at the 2023 RBC Capital Markets Global Financial Institutions Conference (GlobeNewswire)
Jan-25-23 05:15PM	Home BancShares, Inc. Announces First Quarter Cash Dividend (GlobeNewswire)
Jan-19-23 08:15AM	HOMBs Disciplined Strategy Leads to a Beat of Management Expectations Despite Continued West Texas Headwinds (GlobeNewswire)
Dec-26-22 12:00PM	Home BancShares (HOMB) Upgraded to Buy: Here's What You Should Know (Zacks)
Dec-23-22 06:32AM	Daily Vickers Top Buyers & Sellers for 12/23/2022 (Argus Research)
Dec-19-22 05:15PM	Home BancShares, Inc. Announces Fourth Quarter Earnings Release Date and Conference Call (GlobeNewswire)
Nov-08-22 05:15PM	Home BancShares, Inc. to Participate in Fireside Chat at Stephens Annual Investment Conference (GlobeNewswire)
Oct-26-22 05:15PM	Home BancShares, Inc. Announces Fourth Quarter Cash Dividend (GlobeNewswire)
Oct-20-22 02:00PM	Centennial Bank Settles ServisFirst Non-Compete Litigation (GlobeNewswire) -5.31%
08:15AM	HOMB Beats Analyst Expectations Despite Glooming Uncertainty and West Texas Headwinds (GlobeNewswire)
Oct-13-22 10:00AM	Home BancShares (HOMB) Earnings Expected to Grow: Should You Buy? (Zacks)
Sep-20-22 05:15PM	Home Bancshares, Inc. Announces Third Quarter Earnings Release Date and Conference Call (GlobeNewswire)
Jul-27-22 05:15PM	Home BancShares, Inc. Announces Third Quarter Cash Dividend (GlobeNewswire)
07:33AM	Home Bancshares (Conway AR) (NYSE:HOMB) shareholders have earned a 7.4% CAGR over the last three years (Simply Wall St.)
Jul-21-22 08:15AM	HOMBs Safe Harbor: Patience, Liquidity, Asset Quality, Capital, Reserves and Net Interest Margin Result in Record Setting Quarterly Revenue (GlobeNewswire)
Jun-21-22 05:15PM	Home BancShares, Inc. Announces Second Quarter Earnings Release Date and Conference Call (GlobeNewswire)
May-13-22 09:55AM	Bears are Losing Control Over Home BancShares (HOMB), Here's Why It's a 'Buy' Now (Zacks)
06:04AM	There's A Lot To Like About Home Bancshares (Conway AR)'s (NYSE:HOMB) Upcoming US$0.17 Dividend (Simply Wall St.)
May-08-22 10:43AM	Is Home Bancshares, Inc. (Conway, AR)'s (NYSE:HOMB) Shareholder Ownership Skewed Towards Insiders? (Simply Wall St.)
May-06-22 09:55AM	Wall Street Analysts Predict a 28% Upside in Home BancShares (HOMB): Here's What You Should Know (Zacks)
Apr-27-22 05:15PM	Home BancShares, Inc. Announces Second Quarter Cash Dividend (GlobeNewswire)
Apr-22-22 05:15PM	Home BancShares Names J. Pat Hickman to Board Seat (GlobeNewswire)
Apr-21-22 08:15AM	Home BancShares Beats EPS Estimates for First Quarter (GlobeNewswire)
Apr-14-22 03:00PM	Analysts Estimate Home BancShares (HOMB) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-13-22 05:15PM	Home BancShares, Inc. Announces Centennial Bank Named to Forbes list of Worlds Best Banks (GlobeNewswire)
Apr-06-22 09:55AM	Does Home BancShares (HOMB) Have the Potential to Rally 26% as Wall Street Analysts Expect? (Zacks)
Apr-01-22 08:15AM	Home BancShares, Inc. Announces Completion of the Acquisition of Happy Bancshares, Inc. (GlobeNewswire)
Mar-31-22 01:07PM	Possible turnaround for Home Bancshares, Inc. (Conway, AR) (NYSE:HOMB) insiders, still down US$40k after a US$657k shopping spree (Simply Wall St.)
Mar-21-22 05:15PM	Home BancShares, Inc. Announces First Quarter Earnings Release Date and Conference Call (GlobeNewswire)
Mar-01-22 05:15PM	Home BancShares, Inc. to Present at the 2022 RBC Capital Markets Global Financial Institutions Conference (GlobeNewswire)
Feb-25-22 08:15AM	Home BancShares, Inc. Announces Full Approval for Merger with Happy Bancshares, Inc. (GlobeNewswire)
Feb-09-22 05:15PM	Home BancShares, Inc. Ranked #1 For a Third Time on Forbes List of Best Banks in America (GlobeNewswire)
Feb-07-22 05:15PM	Home BancShares, Inc. Enhances Marine Segment Through Portfolio Acquisition (GlobeNewswire)
Jan-26-22 10:30AM	Home BancShares, Inc. Announces First Quarter Cash Dividend (GlobeNewswire)
Jan-20-22 08:15AM	Home BancShares Ends 2021 with Record Annual Profits and a Fortress Balance Sheet (GlobeNewswire)
Jan-18-22 12:00PM	Home BancShares, Inc. Announces Completion of Subordinated Notes Offering (GlobeNewswire)
Jan-13-22 05:54PM	Home BancShares, Inc. Announces Pricing of Subordinated Notes Offering (GlobeNewswire)
03:00PM	Analysts Estimate Home BancShares (HOMB) to Report a Decline in Earnings: What to Look Out for (Zacks)
08:00AM	Home BancShares, Inc. Announces Proposed $300 Million Subordinated Notes Offering (GlobeNewswire)
Dec-26-21 07:56AM	With EPS Growth And More, Home Bancshares (Conway AR) (NYSE:HOMB) Is Interesting (Simply Wall St.)
Dec-20-21 05:15PM	Home BancShares, Inc. Announces Fourth Quarter Earnings Release Date and Conference Call (GlobeNewswire)
Dec-16-21 05:15PM	Home BancShares, Inc. Announces State Approval for Merger with Happy Bancshares, Inc. (GlobeNewswire)
Dec-15-21 05:15PM	Home BancShares, Inc. Announces Shareholder Approval in Connection with Happy Bancshares, Inc. Acquisition (GlobeNewswire)
Dec-08-21 06:38PM	Inv Corp Small Cap Value Buys Zuora Inc, Home BancShares Inc, Tegna Inc, Sells Zurn Water ... (GuruFocus.com)
Dec-07-21 04:38PM	Mutual of America VIP Small-Cap Value Portfolio Buys Zuora Inc, Home BancShares Inc, BioCryst ... (GuruFocus.com)
Dec-03-21 07:55PM	Shareholder Alert: The M&A Firm is Investigating the Merger of ACBI, DSPG, HRC, ADTN, and HOMB (PR Newswire)
Nov-11-21 04:46AM	Home Bancshares (Conway AR) (NASDAQ:HOMB) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.)
Nov-09-21 08:15AM	Home BancShares, Inc. Announces Transfer of Listing of Common Stock to the New York Stock Exchange (GlobeNewswire)
Nov-01-21 09:00AM	SHAREHOLDER INVESTIGATION: Halper Sadeh LLP Investigates BCML, ECHO, DVCR, HOMB; Shareholders are Encouraged to Contact the Firm (GlobeNewswire)
Oct-28-21 04:40PM	Lifshitz Law Firm, P.C. Announces Investigation of BCML, ECHO, GWB, and HOMB (ACCESSWIRE)
02:29PM	SHAREHOLDER INVESTIGATION: Halper Sadeh LLP Investigates BCML, ECHO, DVCR, HOMB; Shareholders are Encouraged to Contact the Firm (PR Newswire)
Oct-27-21 05:15PM	Home BancShares, Inc. Announces Fourth Quarter Cash Dividend (GlobeNewswire)
07:45AM	4 Stocks Insiders Are Buying (Benzinga)
Oct-26-21 02:02AM	Lifshitz Law Firm, P.C. Announces Investigation of ECHO, GWB, HOMB, and TSC (GlobeNewswire)
Oct-23-21 12:00PM	SHAREHOLDER INVESTIGATION: Halper Sadeh LLP Investigates GTS, ACBI, HOMB, KRA; Shareholders are Encouraged to Contact the Firm (ACCESSWIRE)
01:04AM	Lifshitz Law Firm, P.C. Announces Investigation of DUNE, ECHO, GWB, and HOMB (ACCESSWIRE)
Oct-21-21 08:18PM	SHAREHOLDER INVESTIGATION: Halper Sadeh LLP Investigates GTS, ACBI, HOMB, KRA; Shareholders are Encouraged to Contact the Firm (GlobeNewswire)
07:30PM	Home Bancshares, inc (HOMB) Q3 2021 Earnings Call Transcript (Motley Fool)
07:22PM	NOTICE - IMPORTANT SHAREHOLDER INVESTIGATION UPDATE: Brodsky & Smith Reminds Investors of Investigations Related to the Following Companies: Umpqua Holdings Corporation (Nasdaq - UMPQ), Columbia Property Trust, Inc. (NYSE - CXP), Home BancShares, Inc. (Nasdaq - HOMB) (ACCESSWIRE)
09:35AM	Home BancShares (HOMB) Meets Q3 Earnings Estimates (Zacks)
08:15AM	Happy at HOMB: Third Quarter 2021 Beats on Net Income and EPS With New Nine-Month Record on Both, While Tacking on September Loan Growth (GlobeNewswire)
12:01AM	Lifshitz Law Firm, P.C. Announces Investigation of ECHO, FMO, GWB, and HOMB (GlobeNewswire)
Oct-20-21 06:19PM	NOTICE - IMPORTANT SHAREHOLDER INVESTIGATION UPDATE: Brodsky & Smith Reminds Investors of Investigations Related to the Following Companies: Umpqua Holdings Corporation (Nasdaq - UMPQ), Columbia Property Trust, Inc. (NYSE - CXP), Home BancShares, Inc. (Nasdaq - HOMB) (ACCESSWIRE)
02:17AM	SHAREHOLDER INVESTIGATION: Halper Sadeh LLP Investigates GTS, RFL, ACBI, HOMB; Shareholders are Encouraged to Contact the Firm (PR Newswire)
Oct-19-21 04:12PM	SHAREHOLDER ALERT: WeissLaw LLP Reminds COLB, ESBK, KRA, and HOMB Shareholders About Its Ongoing Investigations (PR Newswire)

Home Bancshares, Inc. is a bank holding company, which engages in providing commercial and retail banking and related financial services. It offers its services to businesses, real estate developers and investors, individuals, and municipalities. The company was founded by John W. Allison and Robert H. Adcock Jr. in 1989 and is headquartered in Conway, AR.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
FLOYD JENNIFER C.	Chief Accounting Officer	Apr 26 '24	Sale	24.53	2,333	57,228	1,000	Apr 26 02:51 PM
Davis Brian	Chief Financial Officer	Apr 25 '24	Sale	24.52	20,544	503,739	89,192	Apr 25 05:15 PM
Davis Brian	Chief Financial Officer	Apr 23 '24	Option Exercise	17.93	75,000	1,344,500	147,120	Apr 25 05:15 PM
Townsell Donna	Director of Investor Relations	Mar 21 '24	Sale	23.76	22,729	540,041	215,854	Mar 22 11:19 AM
Townsell Donna	Director of Investor Relations	Mar 07 '24	Option Exercise	18.46	100,000	1,846,000	293,125	Mar 08 05:00 PM
ALLISON JOHN W	Chairman & CEO	Feb 05 '24	Buy	22.74	20,000	454,824	5,509,982	Feb 05 04:53 PM
Davis Brian	Chief Financial Officer	Jan 22 '24	Option Exercise	16.86	25,000	421,500	102,659	Jan 23 12:02 PM
Hickman James Pat	Director	Dec 22 '23	Sale	25.38	60,000	1,522,800	238,497	Dec 22 04:49 PM
Hickman James Pat	Director	Dec 22 '23	Sale	25.41	40,000	1,016,400	60,930	Dec 22 04:49 PM
Hickman James Pat	Director	Dec 18 '23	Sale	25.03	100	2,503	11,590	Dec 18 05:19 PM
Adcock Robert H Jr	Director	Oct 27 '23	Sale	20.23	4,970	100,528	1,145,074	Oct 30 02:55 PM
French Tracy	Centennial Bank CEO/President	Oct 25 '23	Buy	19.78	4,000	79,120	172,949	Oct 25 04:14 PM
French Tracy	Centennial Bank CEO/President	Oct 25 '23	Buy	19.76	1,000	19,760	30,672	Oct 25 04:14 PM
Carter Russell Davis III	Centennial Bank Regional Pres.	Jul 26 '23	Sale	23.59	900	21,236	5,234	Jul 26 02:46 PM
Williamson Kenneth Mikel JR	Centennial Bank Regional Pres.	Jun 06 '23	Sale	23.47	10,767	252,658	60,178	Jun 08 04:16 PM
Williamson Kenneth Mikel JR	Centennial Bank Regional Pres.	Jun 06 '23	Sale	23.45	10,638	249,478	28,929	Jun 08 04:16 PM

Open in Screener

NEOG

Neogen Corp.

May 06 • 04:00PM ET

12.14

Dollar change +0.12
Percentage change 1.00	%

Healthcare • Diagnostics & Research • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VB IJH IWM VXF VBK IWN IJJ VTWO SCHA

Index	RUT	P/E	1686.11	EPS (ttm)	0.01	Insider Own	0.19%	Shs Outstand	216.25M	Perf Week	-2.25%
Market Cap	2.63B	Forward P/E	809.33	EPS next Y	0.01	Insider Trans	14.78%	Shs Float	216.21M	Perf Month	-15.40%
Income	1.57M	PEG	168.61	EPS next Q	-0.01	Inst Own	105.01%	Short Float	8.17%	Perf Quarter	-19.39%
Sales	929.24M	P/S	2.83	EPS this Y	70.83%	Inst Trans	88.57%	Short Ratio	8.90	Perf Half Y	-21.37%
Book/sh	14.52	P/B	0.84	EPS next Y	142.86%	ROA	0.03%	Short Interest	17.66M	Perf Year	-30.27%
Cash/sh	0.78	P/C	15.61	EPS next 5Y	10.00%	ROE	0.05%	52W Range	11.46 - 24.09	Perf YTD	-39.63%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	0.04%	52W High	-49.62%	Beta	1.18
Dividend TTM	-	Quick Ratio	2.66	Sales past 5Y	17.12%	Gross Margin	50.83%	52W Low	5.93%	ATR (14)	0.55
Dividend Ex-Date	-	Current Ratio	3.82	EPS Y/Y TTM	-76.68%	Oper. Margin	8.09%	RSI (14)	38.79	Volatility	4.12% 4.55%
Employees	2640	Debt/Eq	0.28	Sales Y/Y TTM	28.93%	Profit Margin	0.17%	Recom	2.00	Target Price	17.00
Option/Short	Yes / No	LT Debt/Eq	0.28	EPS Q/Q	-124.60%	Payout	-	Rel Volume	0.83	Prev Close	12.02
Sales Surprise	-0.35%	EPS Surprise	-166.67%	Sales Q/Q	4.84%	Earnings	Apr 09 BMO	Avg Volume	1.98M	Price	12.14
SMA20	-1.77%	SMA50	-15.92%	SMA200	-30.91%	Trades		Volume	1,654,187	Change	1.00%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-16-23	Initiated	Wells Fargo	Overweight	$22
Nov-22-22	Upgrade	William Blair	Mkt Perform → Outperform
Jul-12-22	Initiated	Piper Sandler	Neutral	$25
May-23-19	Initiated	Guggenheim	Neutral
Dec-05-17	Resumed	ROTH Capital	Neutral	$82
Jul-14-17	Initiated	CL King	Neutral
Jun-05-14	Initiated	William Blair	Mkt Perform
Mar-31-11	Upgrade	Hilliard Lyons	Underperform → Neutral
Sep-25-09	Reiterated	Roth Capital	Buy	$33 → $36
Jul-22-09	Reiterated	Roth Capital	Buy	$29 → $33
Mar-20-09	Reiterated	Roth Capital	Buy	$32 → $28
Jan-07-09	Reiterated	Roth Capital	Buy	$33 → $32
Sep-25-08	Reiterated	Roth Capital	Buy	$30 → $33
Jan-04-08	Reiterated	Roth Capital	Buy	$28 → $30
Sep-28-07	Reiterated	Roth Capital	Buy	$23.33 → $28
Jul-25-07	Reiterated	Roth Capital	Buy	$33 → $35
Jul-09-07	Reiterated	Roth Capital	Buy	$27 → $33
May-08-07	Initiated	Susquehanna Financial	Positive

Show Previous Ratings

May-01-24 08:45AM	Neogen Petrifilm Celebrates 40 Years! (PR Newswire)
Apr-30-24 08:45AM	Neogen Launches New Molecular Method for Detection of Two Salmonella Serotypes (PR Newswire)
Apr-28-24 06:32PM	11 Oversold Growth Stocks to Buy Right Now (Insider Monkey)
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Apr-22-24 10:44AM	Neogen (NEOG) Inks Genomics Deal to Aid in Food Tracing (Zacks)
08:45AM	Loading…
Apr-18-24 08:45AM	Neogen Forms Genomics Relationship with Performance Food Group (PR Newswire)
Apr-17-24 03:00PM	Insider Buying: Neogen Corp (NEOG) COO Douglas Jones Acquires 10,000 Shares (GuruFocus.com)
Apr-11-24 01:48PM	Hedge Fund and Insider Trading News: Bill Ackman, Paul Marshall, John Paulson, Larry Robbins, Mason Capital Management, Neogen Corp (NEOG), Broadcom Inc. (AVGO), and More (Insider Monkey)
08:45AM	Neogen Farm Fluid MAX Disinfectant Launches Across Great Britain Livestock & Poultry Markets (PR Newswire)
03:24AM	Neogen Corp (NEOG) CEO John Adent Acquires 23,000 Shares (GuruFocus.com)
Apr-10-24 09:40AM	Neogen Corporation (NASDAQ:NEOG) Q3 2024 Earnings Call Transcript (Insider Monkey)
08:06AM	Neogen (NEOG) Q3 Earnings Miss Estimates, Gross Margin Expands (Zacks)
03:01AM	Neogen Corp (NEOG) Q3 2024 Earnings Call Transcript Highlights: Steady Growth Amidst ... (GuruFocus.com)
Apr-09-24 09:54PM	Q3 2024 Neogen Corp Earnings Call (Thomson Reuters StreetEvents) -9.32%
05:30PM	Here's What Key Metrics Tell Us About Neogen (NEOG) Q3 Earnings (Zacks)
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12:40PM	Food And Animal Safety-Focused Neogen Cuts Guidance, Stock Falls (Benzinga)
12:38PM	BlackBerry, Alkermes rise; Neogen, Tilray Brands fall, Tuesday, 4/9/2024 (Associated Press Finance)
11:52AM	NEOG Stock Earnings: Neogen Misses EPS, Misses Revenue for Q3 2024 (InvestorPlace)
11:39AM	Neogen Stock Is Tumbling. Revenue Guidance Was Cut. (Barrons.com)
08:11AM	Neogen Corp (NEOG) Posts Q3 Net Loss, Adjusts Full-Year Outlook (GuruFocus.com)
08:10AM	Neogen (NEOG) Q3 Earnings and Revenues Lag Estimates (Zacks)
07:16AM	Neogen Q3 Adj. Profit Slightly Declines - Quick Facts (RTT News)
07:07AM	Neogen: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	Neogen Announces Third-Quarter 2024 Results (PR Newswire)
Apr-04-24 09:15AM	Neogen (NEOG) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Mar-19-24 04:30PM	Neogen Announces Third-Quarter Earnings Release Date (PR Newswire)
Mar-07-24 07:29AM	Here's Why You Should Hold on to Neogen (NEOG) Stock Now (Zacks)
Feb-08-24 11:30AM	Why Is Neogen (NEOG) Down 14.6% Since Last Earnings Report? (Zacks)
Feb-06-24 04:30PM	Neogen Announces James Walter as Vice President, Global Operations (PR Newswire)
Jan-30-24 01:51PM	Here's Why You Should Retain Neogen (NEOG) Stock for Now (Zacks)
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Jan-17-24 08:45AM	Neogen Releases SureKill Gel Bait Pro Applicator (PR Newswire) -6.17%
Jan-15-24 08:45AM	Neogen Releases Provecta Pro Flea & Tick Collar for Dogs** (PR Newswire)
Jan-11-24 08:16AM	Neogen Corporation (NASDAQ:NEOG) Q2 2024 Earnings Call Transcript (Insider Monkey)
Jan-10-24 12:52PM	Neogen's (NEOG) Q2 Earnings Miss Estimates, 2024 View Down (Zacks)
Jan-09-24 10:09PM	Q2 2024 Neogen Corp Earnings Call (Thomson Reuters StreetEvents) -8.37%
05:30PM	Neogen (NEOG) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
04:03PM	Neogen Corp (NEOG) Reports Mixed Second-Quarter 2024 Results Amidst Integration Progress (GuruFocus.com)
12:51PM	NEOG Stock Earnings: Neogen Misses EPS, Misses Revenue for Q2 2024 (InvestorPlace)
12:12PM	Acuity Brands, Urban Outfitters rise; Neogen, Unity Software fall, Tuesday, 1/9/2024 (Associated Press Finance)
07:07AM	Neogen: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	Neogen Announces Second-Quarter 2024 Results (PR Newswire)
Dec-21-23 08:45AM	Neogen to Participate in the 42nd Annual J.P. Morgan Healthcare Conference (PR Newswire)
Dec-19-23 08:45AM	Neogen Announces Second-Quarter Earnings Release Date (PR Newswire)
Dec-15-23 12:13PM	Neogen (NEOG) to Advance Feline DNA Testing With New Pact (Zacks)
08:55AM	Here's Why You Should Buy Neogen (NEOG) Stock Now (Zacks)
Dec-14-23 08:45AM	Neogen, Cat Fanciers' Association Collaborate to Advance Feline DNA Testing (PR Newswire)
Dec-06-23 08:16AM	Neogen (NEOG) to Offer Biosecurity Products With New Pact (Zacks)
Dec-05-23 08:45AM	Neogen Announces Biosecurity Partnership with TerraNova (PR Newswire)
Dec-01-23 11:01AM	Neogen (NEOG) Unveils New Assay for Walnut Allergens Detection (Zacks)
Nov-30-23 08:45AM	Neogen Launches Highly Sensitive Quantitative ELISA Assay for the Detection of Walnut Allergens (PR Newswire)
04:10AM	12 Best Pet Stocks to Buy Now (Insider Monkey)
Nov-21-23 08:45AM	Neogen to Participate in the Piper Sandler 35th Annual Healthcare Conference (PR Newswire)
Nov-17-23 11:23AM	Neogen's (NEOG) Innovation Aids, Currency Headwind Stays (Zacks)
Nov-09-23 11:30AM	Neogen (NEOG) Up 3.6% Since Last Earnings Report: Can It Continue? (Zacks)
Oct-26-23 01:03PM	Insider Buying: Douglas Jones Acquires 10,000 Shares of Neogen Corp (GuruFocus.com)
Oct-11-23 11:01PM	Insider Buying: CFO David Naemura Acquires 10,000 Shares of Neogen Corp (GuruFocus.com) -6.79%
12:43PM	Neogen's (NEOG) Q1 Earnings Miss Estimates, Margins Rise (Zacks)
09:42AM	Neogen Corporation (NASDAQ:NEOG) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:39AM	Company News for Oct 11, 2023 (Zacks)
Oct-10-23 09:33PM	Q1 2024 Neogen Corp Earnings Call (Thomson Reuters StreetEvents) -5.31%
08:00PM	Neogen (NEOG) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
02:02PM	Neogen Corp (NEOG) Reports First-Quarter 2024 Results: Revenue Soars by 73% (GuruFocus.com)
12:10PM	PepsiCo, Palantir rise; Neogen, Akero Therapeutics fall, Tuesday, 10/10/2023 (Associated Press Finance)
11:41AM	Unveiling Neogen (NEOG)'s Value: Is It Really Priced Right? A Comprehensive Guide (GuruFocus.com)
09:35AM	Here's Why Neogen (NEOG) is Poised for a Turnaround After Losing -14.43% in 4 Weeks (Zacks)
08:15AM	Neogen (NEOG) Lags Q1 Earnings and Revenue Estimates (Zacks)
07:24AM	Neogen Q1 Results Miss Estimates; Backs FY24 Outlook (RTT News)
07:10AM	Neogen: Fiscal Q1 Earnings Snapshot (AP Finance)
07:00AM	Neogen Announces First-Quarter 2024 Results (PR Newswire)
Oct-04-23 11:29AM	Here's Why You Should Invest in Neogen (NEOG) Stock Now (Zacks)
Sep-27-23 09:12AM	Neogen (NEOG) Gains From Strong Segmental Sales, Innovation (Zacks)
Sep-26-23 08:45AM	Neogen Announces First-Quarter Earnings Release Date (PR Newswire)
Sep-08-23 09:35AM	Down -12.39% in 4 Weeks, Here's Why Neogen (NEOG) Looks Ripe for a Turnaround (Zacks)
Sep-07-23 03:49PM	Why Shares of Neogen Are Slumping This Week (Motley Fool) -13.18%
11:51AM	Neogen (NEOG)'s Hidden Bargain: An In-Depth Look at the 25% Margin of Safety Based on its Valuation (GuruFocus.com)
Sep-06-23 06:01AM	Is Neogen Corporation (NEOG) an Attractive Investment? (Insider Monkey)
Sep-04-23 09:00AM	Neogen (NEOG) Launches SureKill Evolve SC Pest Management Tool (Zacks)
Sep-01-23 08:45AM	Neogen® Releases New Professional Pest Management Solution (PR Newswire)
Aug-31-23 08:45AM	Neogen® To Participate in 2023 Wells Fargo Healthcare Conference (PR Newswire)
07:06AM	Here's Why You Should Invest in Neogen (NEOG) Stock Now (Zacks)
Aug-30-23 08:45AM	Neogen® Wins Best Innovative Luminol-Based Substrate Award (PR Newswire)
Aug-24-23 04:00PM	3 Short Squeeze Stocks up 50% or More in 2023 (InvestorPlace)
Aug-17-23 09:09AM	Neogen (NEOG) Introduces New Genomic Data Management Tool (Zacks)
Aug-16-23 05:05PM	Neogen Says Iran Sanctions Probe Concluded Without Fine (The Wall Street Journal)
Aug-15-23 08:45AM	Neogen® Launches Igenity® Enhanced Dairy (PR Newswire)
Aug-11-23 07:03AM	3 Medical Product Stocks Set to Outpace Q2 Earnings Estimates (Zacks)
Aug-08-23 08:45AM	Neogen® Unveils Over 100 New Genetic Tests (PR Newswire)
Jul-29-23 08:10AM	Is It Time To Consider Buying Neogen Corporation (NASDAQ:NEOG)? (Simply Wall St.)
Jul-28-23 08:14AM	Neogen (NEOG) Q4 Earnings Beat Estimates, Gross Margin Up (Zacks)
Jul-27-23 08:35AM	Neogen (NEOG) Q4 Earnings and Revenues Top Estimates (Zacks)
07:39AM	Neogen: Fiscal Q4 Earnings Snapshot (AP Finance)
07:00AM	Neogen Announces Fourth-Quarter 2023 Results (PR Newswire)
Jul-20-23 10:02AM	Earnings Preview: Neogen (NEOG) Q4 Earnings Expected to Decline (Zacks)
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Neogen Corp. engages in the development, manufacture, and marketing of food and animal safety products. It operates through the Food Safety and Animal Safety segments. The Food Safety segment consists of diagnostic test kits and related products used by food producers and processors to detect harmful natural toxins, foodborne bacteria, allergens, drug residues, and levels of general sanitation. The Animal Safety segment includes a line of consumable products marketed to veterinarians and animal health product distributors. The company was founded on June 30, 1981 and is headquartered in Lansing, MI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
ADENT JOHN EDWARD	CEO	Apr 25 '24	Option Exercise	11.96	2,113	25,271	171,979	Apr 26 12:50 PM
Jones Douglas Edward	Chief Operating Officer	Apr 25 '24	Option Exercise	11.96	845	10,106	46,976	Apr 26 12:38 PM
Rocklin Amy M	Chief Legal Officer	Apr 25 '24	Option Exercise	11.96	563	6,733	10,456	Apr 26 09:48 AM
Jones Douglas Edward	Chief Operating Officer	Apr 17 '24	Buy	12.36	10,000	123,590	46,131	Apr 17 12:04 PM
BOREL JAMES C	Director	Apr 11 '24	Buy	13.06	7,500	97,986	21,392	Apr 11 11:40 AM
ADENT JOHN EDWARD	CEO	Apr 10 '24	Buy	12.36	23,000	284,190	152,389	Apr 10 02:25 PM
Naemura David H.	CFO	Apr 10 '24	Buy	12.51	12,500	156,321	30,040	Apr 10 04:18 PM
BOEHM WILLIAM T	Director	Nov 03 '23	Buy	16.05	2,000	32,110	26,509	Nov 03 01:59 PM
Jones Douglas Edward	Chief Operating Officer	Oct 25 '23	Buy	15.17	10,000	151,727	36,131	Oct 26 08:01 AM
Lilly Jason Warren	Vice President	Oct 13 '23	Sale	15.10	351	5,300	26,744	Oct 17 10:06 AM
Tobin James P	Director	Oct 12 '23	Buy	15.19	3,000	45,567	20,392	Oct 12 04:01 PM
Naemura David H.	CFO	Oct 11 '23	Buy	15.03	10,000	150,333	10,000	Oct 11 04:21 PM
BOEHM WILLIAM T	Director	Oct 11 '23	Sale	15.61	2,591	40,456	24,509	Oct 12 11:54 AM
Lilly Jason Warren	Vice President	Oct 11 '23	Sale	15.69	1,917	30,087	25,944	Oct 12 11:25 AM
BOEHM WILLIAM T	Director	Aug 18 '23	Option Exercise	15.62	1,500	23,430	26,009	Aug 22 10:57 AM
BOEHM WILLIAM T	Director	Aug 18 '23	Sale	22.59	1,500	33,891	24,509	Aug 22 10:57 AM

Open in Screener

DRI

Darden Restaurants, Inc.

May 06 • 04:00PM ET

147.48

Dollar change -1.77
Percentage change -1.19	%

Consumer Cyclical • Restaurants • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

DRI Darden Restaurants, Inc. daily Stock Chart

Held by: VTI VOO VO SCHD IVV VTV VOE RSP VYM SPLV

Index	S&P 500	P/E	17.29	EPS (ttm)	8.53	Insider Own	0.40%	Shs Outstand	121.07M	Perf Week	-5.15%
Market Cap	17.60B	Forward P/E	15.38	EPS next Y	9.59	Insider Trans	-8.11%	Shs Float	118.88M	Perf Month	-5.67%
Income	1.03B	PEG	1.72	EPS next Q	2.62	Inst Own	95.31%	Short Float	5.16%	Perf Quarter	-10.35%
Sales	11.20B	P/S	1.57	EPS this Y	10.59%	Inst Trans	-1.13%	Short Ratio	4.96	Perf Half Y	0.41%
Book/sh	18.27	P/B	8.07	EPS next Y	8.41%	ROA	9.67%	Short Interest	6.13M	Perf Year	-3.56%
Cash/sh	2.25	P/C	65.66	EPS next 5Y	10.06%	ROE	49.05%	52W Range	133.36 - 176.84	Perf YTD	-10.24%
Dividend Est.	5.27 (3.57%)	P/FCF	18.23	EPS past 5Y	11.05%	ROI	12.00%	52W High	-16.60%	Beta	1.30
Dividend TTM	5.24 (3.55%)	Quick Ratio	0.25	Sales past 5Y	6.39%	Gross Margin	17.19%	52W Low	10.59%	ATR (14)	2.75
Dividend Ex-Date	Apr 09, 2024	Current Ratio	0.39	EPS Y/Y TTM	11.30%	Oper. Margin	11.83%	RSI (14)	28.80	Volatility	1.97% 1.58%
Employees	187384	Debt/Eq	3.12	Sales Y/Y TTM	8.53%	Profit Margin	9.24%	Recom	1.93	Target Price	178.68
Option/Short	Yes / Yes	LT Debt/Eq	2.95	EPS Q/Q	11.08%	Payout	60.58%	Rel Volume	1.24	Prev Close	149.25
Sales Surprise	-1.65%	EPS Surprise	-0.12%	Sales Q/Q	6.77%	Earnings	Mar 21 BMO	Avg Volume	1.24M	Price	147.48
SMA20	-4.33%	SMA50	-9.58%	SMA200	-6.48%	Trades		Volume	1,536,185	Change	-1.19%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-12-24	Resumed	Stephens	Equal-Weight	$170
Oct-19-23	Initiated	Deutsche Bank	Buy	$159
Jul-18-23	Initiated	Piper Sandler	Neutral	$167
Feb-02-23	Initiated	Guggenheim	Buy	$170
Jan-24-23	Initiated	Wells Fargo	Equal Weight	$155
Dec-14-22	Upgrade	Wedbush	Neutral → Outperform	$134 → $160
Nov-29-22	Downgrade	Robert W. Baird	Outperform → Neutral	$134 → $150
Sep-23-22	Resumed	Stephens	Overweight	$140
Sep-08-22	Initiated	Bernstein	Outperform	$153
Jun-27-22	Resumed	BofA Securities	Buy	$145
Jun-22-22	Reiterated	Oppenheimer	Outperform	$175 → $155
Apr-12-22	Initiated	Citigroup	Buy	$162
Dec-22-21	Upgrade	Stifel	Hold → Buy	$165
Aug-09-21	Downgrade	Evercore ISI	Outperform → In-line
Jun-25-21	Upgrade	MKM Partners	Neutral → Buy	$155 → $168
May-06-21	Upgrade	Cowen	Market Perform → Outperform	$137 → $164
Mar-16-21	Downgrade	MKM Partners	Buy → Neutral	$125 → $160
Jan-19-21	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$142
Jan-19-21	Initiated	Goldman	Buy	$136
Dec-17-20	Upgrade	Wells Fargo	Equal Weight → Overweight	$115 → $133

Show Previous Ratings

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12:18PM	Here's Why Investors Must Hold on to Darden (DRI) Stock Now (Zacks)
Apr-12-24 04:30AM	Spotting Winners: Brinker International (NYSE:EAT) And Sit-Down Dining Stocks In Q4 (StockStory)
Apr-09-24 05:00PM	Director William Simon Sells Shares of Darden Restaurants Inc (DRI) (GuruFocus.com)
Apr-08-24 07:04AM	Darden Restaurants Inc's Dividend Analysis (GuruFocus.com)
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Mar-22-24 02:50PM	Darden Restaurants, Inc. (NYSE:DRI) Q3 2024 Earnings Call Transcript (Insider Monkey)
01:03PM	Olive Gardens earnings just pulled back the curtain on the economy: The rich are dining out while the poor are falling back (Fortune)
05:53AM	DRI Stock Earnings: Darden Restaurants Meets EPS, Misses Revenue for Q3 2024 (InvestorPlace)
Mar-21-24 11:20PM	Q3 2024 Darden Restaurants Inc Earnings Call (Thomson Reuters StreetEvents) -6.50%
04:08PM	Three-Stock Lunch: Darden Restaurants, Micron (CNBC TV)
02:20PM	Top Stock Movers Now: Micron, Apple, Darden Restaurants, and More (Investopedia)
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01:11PM	Darden Restaurants Stock Is Dropping (Barrons.com)
12:41PM	Darden (DRI) Q3 Earnings & Revenues Lag Estimates, Rise Y/Y (Zacks)
12:32PM	Why Darden (DRI) Shares Are Getting Obliterated Today (StockStory)
12:30PM	Does Olive Garden Still Have the Special Sauce? (The Wall Street Journal)
11:57AM	Darden under pressure as consumers hit 'breaking point': Analyst (Yahoo Finance Video)
11:42AM	Darden Restaurants Stock Sinks as Sales Hurt by 'Tougher' Operating Environment (Investopedia)
11:39AM	Darden Restaurants Stock Is Dropping as Older and Lower-Income Customers Pull Back (Barrons.com)
11:07AM	Olive Garden parent Darden Restaurants sees lower-income consumers pulling back (Nation's Restaurant News)
10:56AM	Analyst Report: Darden Restaurants, Inc. (Morningstar Research)
10:17AM	Cash-Strapped Consumers Pull Back From Olive Garden; Darden Stock Slides (The Wall Street Journal)
10:06AM	Darden Restaurants Q3 Adj. EPS Meets Estimates, Sales Miss (RTT News)
09:41AM	Darden Restaurants Outlook Disappoints as Lower-Income Consumers Pull Back (Barrons.com)
09:30AM	Compared to Estimates, Darden Restaurants (DRI) Q3 Earnings: A Look at Key Metrics (Zacks)
08:31AM	Darden Restaurants Inc Reports Growth Amidst Challenges, Declares Dividend and New Share Buyback (GuruFocus.com)
08:10AM	Darden Restaurants (DRI) Lags Q3 Earnings and Revenue Estimates (Zacks)
07:59AM	Darden Restaurants cuts annual sales forecast on slowing demand (Reuters)
07:41AM	Darden Restaurants Stock Falls as Outlook Disappoints. Its a Tough Operating Environment. (Barrons.com)
07:33AM	Darden Restaurants Lifts FY24 Adj.EPS View, But Cuts Sales Forecast; Stock Down In Pre-market (RTT News)
07:10AM	Darden Restaurants: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
07:06AM	Darden (NYSE:DRI) Reports Sales Below Analyst Estimates In Q1 Earnings (StockStory)
07:00AM	Darden Restaurants Reports Fiscal 2024 Third Quarter Results; Declares Quarterly Dividend; Authorizes New $1 Billion Share Repurchase Program; And Updates Fiscal 2024 Financial Outlook (PR Newswire)
Mar-20-24 03:17PM	Darden Restaurants Is Thriving in a Tough Environment. It Reports Thursday. (Barrons.com)
03:00AM	Darden Earnings: What To Look For From DRI (StockStory)
Mar-18-24 09:15AM	Curious about Darden Restaurants (DRI) Q3 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
09:05AM	Darden (DRI) Gears Up for Q3 Earnings: What's in Store? (Zacks)
Mar-14-24 10:00AM	Darden Restaurants (DRI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Mar-13-24 01:32PM	Calls of the Day: Regeneron, Thermo Fisher, Darden Restaurants and Nucor (CNBC TV)
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Feb-21-24 04:15PM	Darden Restaurants to Host Fiscal 2024 Third Quarter Conference Call on March 21 (PR Newswire)
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Jan-23-24 09:40AM	Why Darden Restaurants (DRI) is a Top Value Stock for the Long-Term (Zacks)
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Dec-20-23 08:00AM	Evaluating Darden Restaurants' Rise, Growth and Potential (GuruFocus.com)
Dec-19-23 08:23AM	Darden Restaurants, Inc. (NYSE:DRI) Q2 2024 Earnings Call Transcript (Insider Monkey)
Dec-18-23 07:01PM	Analyst Report: Darden Restaurants, Inc. (Morningstar Research)
01:24PM	3 Blue-Chip Stocks Youll Regret Not Buying Soon: December Edition (InvestorPlace)
10:31AM	How To Earn $500 A Month From Darden Restaurants Stock Following Upbeat Earnings (Benzinga)
Dec-16-23 12:40AM	Q2 2024 Darden Restaurants Inc Earnings Call (Thomson Reuters StreetEvents)
Dec-15-23 01:57PM	Dow Clings To Gain In Mixed Stock Market Action; Electricity Stocks Get Fried (Investor's Business Daily)
01:30PM	Dardens Profits Were Strong and Management Is Upbeat. Why the Stock Is Down. (Barrons.com)
12:56PM	Analyst Report: Darden Restaurants, Inc. (Morningstar Research)
12:51PM	DRI Stock Earnings: Darden Restaurants Beats EPS, Misses Revenue for Q2 2024 (InvestorPlace)
12:32PM	Dow Trying To Stay Ahead While Nasdaq Leads; Quadruple Witching Doesn't Scare Investors (Investor's Business Daily)
12:30PM	Darden (DRI) Q2 Earnings Beat Estimates, Revenues Lag, Rise Y/Y (Zacks)
12:03PM	DRI Stock Today: How To Handle A Calendar Wheel On Earnings Announcements (Investor's Business Daily)
11:45AM	Cramer's Mad Dash: Darden Restaurants (CNBC TV)
11:20AM	Darden reports mixed Q2 earnings, Costco tops Q1 estimates (Yahoo Finance Video)
11:09AM	Dow Flat While Nasdaq Keeps Climbing; Costco Hits All-Time High (Investor's Business Daily)

Darden Restaurants, Inc. is a full-service restaurant company, which engages in the provision of restaurant services. It operates through the following segments: Olive Garden, LongHorn Steakhouse, Fine Dining, and Other Business. The Olive Garden segment is the largest full-service dining Italian restaurant operator. The LongHorn Steakhouse segment includes the results of the company-owned LongHorn Steakhouse restaurants. The Fine Dining segment consists of the premium brands that operate within the fine-dining sub-segment of full-service dining and includes the results of its company-owned The Capital Grille and Eddie V's restaurants. The Other Business segment aggregates the remaining brands and includes the results of its company-owned Cheddar's Scratch Kitchen, Yard House, Seasons 52 and Bahama Breeze restaurants, and from franchises and consumer-packaged goods sales. The company was founded by William B. Darden in 1938 and is headquartered in Orlando, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Broad Matthew R	SVP General Counsel	Apr 25 '24	Option Exercise	85.83	4,707	404,002	23,886	Apr 26 12:42 PM
Broad Matthew R	SVP General Counsel	Apr 25 '24	Sale	156.15	4,707	735,011	19,179	Apr 26 12:42 PM
Simon William S	Director	Apr 08 '24	Sale	158.21	1,219	192,858	6,281	Apr 09 02:34 PM
Martin Melvin John	President, SRG	Mar 28 '24	Sale	167.62	3,100	519,622	14,108	Mar 29 02:40 PM
Martin Melvin John	President, SRG	Mar 27 '24	Option Exercise	85.83	7,673	658,574	24,881	Mar 29 02:40 PM
Martin Melvin John	President, SRG	Mar 27 '24	Sale	165.52	7,673	1,270,037	17,208	Mar 29 02:40 PM
Broad Matthew R	SVP General Counsel	Jan 31 '24	Option Exercise	85.83	4,500	386,235	25,972	Feb 01 01:47 PM
Broad Matthew R	SVP General Counsel	Jan 31 '24	Sale	163.26	6,831	1,115,257	19,141	Feb 01 01:47 PM
Madonna John W.	SVP, Corporate Controller	Jan 08 '24	Option Exercise	85.83	3,836	329,244	10,807	Jan 09 11:01 AM
Madonna John W.	SVP, Corporate Controller	Jan 08 '24	Sale	163.80	3,836	628,333	6,971	Jan 09 11:01 AM
FOGARTY JAMES P	Director	Dec 31 '23	Option Exercise	0.00	1,180	0	24,215	Jan 03 12:31 PM
Martin Melvin John	President, SRG	Dec 19 '23	Option Exercise	59.68	6,967	415,791	24,126	Dec 21 10:09 AM
Martin Melvin John	President, SRG	Dec 19 '23	Sale	165.12	6,967	1,150,410	17,159	Dec 21 10:09 AM
King Sarah H.	SVP, Chief People Officer	Dec 19 '23	Sale	165.25	4,286	708,255	325	Dec 21 04:37 PM
Milanes Douglas J.	SVP, Chief Supply Chain Ofcr	Dec 19 '23	Sale	166.34	3,496	581,527	5,458	Dec 21 10:09 AM
Connelly Susan M.	SVP, Chief Comm & PA Officer	Oct 20 '23	Sale	141.43	1,070	151,331	8,253	Oct 20 02:24 PM
Martin Melvin John	President, SRG	Oct 03 '23	Option Exercise	59.68	2,966	177,011	20,109	Oct 04 04:26 PM
Martin Melvin John	President, SRG	Oct 03 '23	Sale	139.62	2,966	414,111	17,143	Oct 04 04:26 PM
MENSAH NANA	Director	Sep 29 '23	Sale	144.03	1,219	175,575	10	Oct 03 03:36 PM
LEE EUGENE I JR	Director	Sep 20 '23	Option Exercise	0.00	2,742	0	160,699	Sep 22 04:40 PM
MENSAH NANA	Director	Sep 20 '23	Option Exercise	0.00	1,219	0	1,229	Sep 22 04:39 PM
Simon William S	Director	Sep 20 '23	Option Exercise	0.00	1,219	0	7,500	Sep 22 04:39 PM
FOGARTY JAMES P	Director	Sep 20 '23	Option Exercise	0.00	1,219	0	23,035	Sep 22 04:38 PM
LEE EUGENE I JR	Chairman of the Board	Aug 01 '23	Option Exercise	78.84	33,923	2,674,489	232,698	Aug 03 10:54 AM
LEE EUGENE I JR	Chairman of the Board	Aug 01 '23	Sale	166.90	74,741	12,474,045	157,957	Aug 03 10:54 AM
Vennam Rajesh	SVP, CFO	Jul 31 '23	Option Exercise	74.78	5,314	397,394	11,690	Aug 01 05:23 PM
Vennam Rajesh	SVP, CFO	Jul 31 '23	Sale	169.08	5,314	898,473	5,958	Aug 01 05:23 PM
Vennam Rajesh	SVP, CFO	Jul 29 '23	Option Exercise	0.00	2,524	0	7,079	Aug 01 05:23 PM
Broad Matthew R	SVP General Counsel	Jul 29 '23	Option Exercise	0.00	6,730	0	24,034	Aug 01 05:23 PM
Cardenas Ricardo	President and CEO	Jul 29 '23	Option Exercise	0.00	12,620	0	60,627	Aug 01 05:24 PM
Burrowes Todd	President, LongHorn Steakhouse	Jul 29 '23	Option Exercise	0.00	8,413	0	49,322	Aug 01 05:24 PM
Connelly Susan M.	SVP, Chief Comm & PA Officer	Jul 29 '23	Option Exercise	0.00	3,365	0	10,102	Aug 01 05:24 PM
Kiernan Daniel J.	President, Olive Garden	Jul 29 '23	Option Exercise	0.00	168	0	168	Aug 01 05:24 PM
Kiernan Daniel J.	President, Olive Garden	Jul 29 '23	Option Exercise	0.00	7,571	0	24,267	Aug 01 05:24 PM
King Sarah H.	SVP, Chief People Officer	Jul 29 '23	Option Exercise	0.00	5,468	0	6,334	Aug 01 05:24 PM
LEE EUGENE I JR	Chairman of the Board	Jul 29 '23	Option Exercise	0.00	67,304	0	225,261	Aug 01 05:24 PM
Madonna John W.	SVP, Corporate Controller	Jul 29 '23	Option Exercise	0.00	2,524	0	8,158	Aug 01 05:24 PM
Milanes Douglas J.	SVP, Chief Supply Chain Ofcr	Jul 29 '23	Option Exercise	0.00	5,048	0	10,895	Aug 01 05:24 PM
Martin Melvin John	President, SRG	Jul 29 '23	Option Exercise	0.00	8,945	0	20,624	Aug 01 05:24 PM
Renninger Richard L.	SVP, Chief Development Officer	Jul 29 '23	Option Exercise	0.00	4,628	0	27,519	Aug 01 05:24 PM
LEE EUGENE I JR	Chairman of the Board	Jul 24 '23	Option Exercise	104.58	37,800	3,953,068	195,757	Jul 26 04:38 PM
Cardenas Ricardo	President and CEO	Jul 24 '23	Option Exercise	55.40	25,016	1,385,889	71,935	Jul 26 02:30 PM
Kiernan Daniel J.	President, Olive Garden	Jul 24 '23	Option Exercise	0.00	63	0	63	Jul 28 04:22 PM
Martin Melvin John	President, SRG	Jul 24 '23	Option Exercise	0.00	957	0	12,056	Jul 26 02:32 PM
Milanes Douglas J.	SVP, Chief Supply Chain Ofcr	Jul 24 '23	Option Exercise	0.00	718	0	6,130	Jul 26 02:32 PM
Renninger Richard L.	SVP, Chief Development Officer	Jul 24 '23	Option Exercise	0.00	658	0	23,109	Jul 26 02:32 PM
Vennam Rajesh	SVP, CFO	Jul 24 '23	Option Exercise	0.00	299	0	4,628	Jul 26 02:32 PM
Broad Matthew R	SVP General Counsel	Jul 24 '23	Option Exercise	0.00	957	0	17,681	Jul 26 02:31 PM
Burrowes Todd	President, LongHorn Steakhouse	Jul 24 '23	Option Exercise	0.00	1,196	0	41,380	Jul 26 02:31 PM
Connelly Susan M.	SVP, Chief Comm & PA Officer	Jul 24 '23	Option Exercise	0.00	479	0	6,854	Jul 26 02:31 PM
Kiernan Daniel J.	President, Olive Garden	Jul 24 '23	Option Exercise	0.00	1,077	0	17,120	Jul 26 02:31 PM
King Sarah H.	SVP, Chief People Officer	Jul 24 '23	Option Exercise	0.00	777	0	1,056	Jul 26 02:31 PM
Madonna John W.	SVP, Corporate Controller	Jul 24 '23	Option Exercise	0.00	419	0	5,737	Jul 26 02:31 PM
LEE EUGENE I JR	Chairman of the Board	Jul 24 '23	Sale	169.85	35,446	6,020,361	157,957	Jul 26 04:38 PM
Cardenas Ricardo	President and CEO	Jul 24 '23	Sale	170.04	23,222	3,948,685	48,007	Jul 26 02:30 PM
LEE EUGENE I JR	Chairman of the Board	Jul 19 '23	Sale	170.09	33,000	5,612,970	0	Jul 20 04:50 PM
Broad Matthew R	SVP General Counsel	Jul 13 '23	Option Exercise	59.68	18,578	1,108,735	35,452	Jul 17 04:02 PM
Broad Matthew R	SVP General Counsel	Jul 13 '23	Sale	168.18	18,578	3,124,472	16,724	Jul 17 04:02 PM
Burrowes Todd	President, LongHorn Steakhouse	Jul 11 '23	Option Exercise	85.83	13,811	1,185,398	56,559	Jul 12 01:04 PM
Burrowes Todd	President, LongHorn Steakhouse	Jul 11 '23	Sale	166.75	13,811	2,302,932	40,184	Jul 12 01:04 PM
FOGARTY JAMES P	Director	Jun 30 '23	Option Exercise	49.51	3,123	154,620	21,816	Jul 05 03:32 PM
Kiernan Daniel J.	President, Olive Garden	Jun 29 '23	Option Exercise	39.53	12,639	499,620	28,682	Jun 30 11:30 AM
Kiernan Daniel J.	President, Olive Garden	Jun 29 '23	Sale	165.09	12,639	2,086,618	16,043	Jun 30 11:30 AM
LEE EUGENE I JR	Chairman of the Board	Jun 27 '23	Sale	163.12	8,899	1,451,616	190,957	Jun 28 11:28 AM
LEE EUGENE I JR	Chairman of the Board	Jun 26 '23	Option Exercise	124.24	31,818	3,953,068	231,674	Jun 28 11:28 AM
Milanes Douglas J.	SVP, Chief Supply Chain Ofcr	Jun 26 '23	Option Exercise	85.83	6,905	592,656	12,279	Jun 28 11:21 AM
LEE EUGENE I JR	Chairman of the Board	Jun 26 '23	Sale	160.29	31,818	5,100,066	199,856	Jun 28 11:28 AM
Milanes Douglas J.	SVP, Chief Supply Chain Ofcr	Jun 26 '23	Sale	160.39	6,905	1,107,521	5,374	Jun 28 11:21 AM
Martin Melvin John	President, SRG	Jun 26 '23	Sale	161.43	5,301	855,739	11,060	Jun 27 04:01 PM

Open in Screener

BWA

BorgWarner Inc

May 06 • 04:00PM ET

36.94

Dollar change +0.50
Percentage change 1.37	%

Consumer Cyclical • Auto Parts • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VB VOO VBR RSP IVV DFAT RPV IWR VLUE

Index	S&P 500	P/E	13.97	EPS (ttm)	2.64	Insider Own	0.78%	Shs Outstand	229.78M	Perf Week	9.52%
Market Cap	8.42B	Forward P/E	8.05	EPS next Y	4.59	Insider Trans	-13.92%	Shs Float	226.07M	Perf Month	6.73%
Income	614.00M	PEG	1.18	EPS next Q	1.02	Inst Own	100.01%	Short Float	6.23%	Perf Quarter	10.33%
Sales	15.26B	P/S	0.55	EPS this Y	8.31%	Inst Trans	-1.25%	Short Ratio	4.61	Perf Half Y	14.51%
Book/sh	25.64	P/B	1.44	EPS next Y	12.98%	ROA	4.18%	Short Interest	14.09M	Perf Year	-1.88%
Cash/sh	4.55	P/C	8.12	EPS next 5Y	11.85%	ROE	9.83%	52W Range	29.51 - 47.05	Perf YTD	3.04%
Dividend Est.	0.51 (1.37%)	P/FCF	18.74	EPS past 5Y	-9.71%	ROI	6.64%	52W High	-21.49%	Beta	1.28
Dividend TTM	0.50 (1.35%)	Quick Ratio	1.20	Sales past 5Y	8.00%	Gross Margin	18.50%	52W Low	25.18%	ATR (14)	0.96
Dividend Ex-Date	Jun 03, 2024	Current Ratio	1.54	EPS Y/Y TTM	-35.12%	Oper. Margin	8.83%	RSI (14)	68.75	Volatility	2.83% 2.32%
Employees	39900	Debt/Eq	0.66	Sales Y/Y TTM	-5.26%	Profit Margin	4.02%	Recom	2.00	Target Price	41.24
Option/Short	Yes / Yes	LT Debt/Eq	0.58	EPS Q/Q	-2.54%	Payout	21.00%	Rel Volume	0.99	Prev Close	36.44
Sales Surprise	2.32%	EPS Surprise	18.46%	Sales Q/Q	-14.00%	Earnings	May 02 BMO	Avg Volume	3.05M	Price	36.94
SMA20	9.71%	SMA50	11.90%	SMA200	2.38%	Trades		Volume	3,017,425	Change	1.37%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-15-24	Initiated	Piper Sandler	Overweight	$43
Feb-20-24	Downgrade	Exane BNP Paribas	Outperform → Neutral	$43 → $35
Jan-03-24	Downgrade	Robert W. Baird	Outperform → Neutral	$45 → $39
Nov-16-23	Upgrade	Guggenheim	Neutral → Buy	$41
Nov-03-23	Downgrade	Deutsche Bank	Buy → Hold	$47 → $36
Sep-13-23	Initiated	UBS	Buy	$52
Aug-17-23	Downgrade	Nomura	Buy → Neutral	$44
Jul-06-23	Upgrade	BofA Securities	Neutral → Buy	$54 → $67
May-15-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$49 → $50
Feb-15-23	Initiated	Barclays	Overweight	$62
Jan-09-23	Downgrade	BofA Securities	Buy → Neutral	$78 → $50
Dec-07-22	Upgrade	Exane BNP Paribas	Neutral → Outperform	$49
Nov-28-22	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$35 → $45
Jul-18-22	Upgrade	Deutsche Bank	Hold → Buy	$43 → $48
Apr-11-22	Initiated	Exane BNP Paribas	Neutral
Sep-20-21	Downgrade	Jefferies	Buy → Hold	$65 → $47
Mar-26-21	Initiated	Wells Fargo	Overweight	$64
Nov-12-20	Downgrade	Wolfe Research	Outperform → Peer Perform
Nov-09-20	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$27
Nov-04-20	Resumed	Goldman	Neutral	$36

Show Previous Ratings

May-06-24 09:50AM	Why BorgWarner (BWA) is a Top Momentum Stock for the Long-Term (Zacks)
08:19AM	Citigroup Adjusts BorgWarner Price Target to $41 From $33 (MT Newswires)
07:37AM	Guggenheim Adjusts Price Target on BorgWarner to $42 From $39 (MT Newswires)
06:49AM	Barclays Adjusts Price Target on BorgWarner to $45 From $44, Keeps Overweight Rating (MT Newswires)
06:15AM	Evercore ISI Adjusts Price Target on BorgWarner to $39 From $37, Maintains In Line Rating (MT Newswires)
12:13PM	Loading…
May-03-24 12:13PM	BorgWarner Inc. (NYSE:BWA) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:52AM	BNP Paribas Exane Adjusts Price Target on BorgWarner to $38 From $35 (MT Newswires)
11:09AM	Wells Fargo Adjusts Price Target on BorgWarner to $45 From $43 (MT Newswires)
10:47AM	Baird Adjusts Price Target on BorgWarner to $40 From $36 (MT Newswires)
10:43AM	UBS Adjusts Price Target on BorgWarner to $41 From $38, Maintains Buy Rating (MT Newswires)
10:21AM	Deutsche Bank Adjusts Price Target on BorgWarner to $37 From $33, Hold Rating Maintained (MT Newswires)
10:12AM	Goldmans Sachs Adjusts Price Target on BorgWarner to $36 From $34 (MT Newswires)
09:55AM	Goldman Sachs Adjusts Price Target on BorgWarner to $36 From $34 (MT Newswires)
09:38AM	TD Cowen Adjusts Price Target on BorgWarner to $40 From $36 (MT Newswires)
06:40AM	Oppenheimer Adjusts Price Target on BorgWarner to $40 From $39, Keeps Outperform Rating (MT Newswires)
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05:02AM	BorgWarner secures additional eMotor business with Xpeng (Just Auto)
03:32AM	BorgWarner Inc (BWA) Q1 2024 Earnings Call Transcript Highlights: Strong Performance Amidst ... (GuruFocus.com)
May-02-24 01:51PM	Analyst Report: BorgWarner Inc. (Morningstar Research) +8.40%
12:11PM	BorgWarner (BWA) Q1 Earnings Beat Estimates, Guidance Revised (Zacks)
10:54AM	BWA Stock Earnings: BorgWarner Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
09:53AM	BorgWarner Q1 Adjusted Earnings, Sales Rise; Lifts 2024 Adjusted EPS Outlook; Boosts Share Buyback Program -- Shares Jump (MT Newswires)
09:30AM	BorgWarner (BWA) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
08:04AM	BorgWarner Inc. (BWA) Surpasses Analyst Earnings Estimates in Q1 2024 (GuruFocus.com)
07:40AM	BorgWarner (BWA) Q1 Earnings and Revenues Surpass Estimates (Zacks)
07:05AM	BorgWarner Boosts FY24 Earnings Outlook; Authorizes $500 Mln Share Buyback - Update (RTT News)
07:03AM	BorgWarner raises full-year 2024 adjusted profit outlook (Reuters)
06:41AM	BorgWarner: Q1 Earnings Snapshot (Associated Press Finance)
06:30AM	BorgWarner Reports First Quarter 2024 Results and Increases Full-Year EPS Guidance, Announces Additional Share Repurchase Authorization (PR Newswire)
May-01-24 09:15AM	Unveiling BorgWarner (BWA) Q1 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Apr-29-24 03:25PM	13 Best Reddit Stocks to Buy Now (Insider Monkey)
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Apr-25-24 04:15PM	Webcast Alert: BorgWarner 2024 First Quarter Results Conference Call (PR Newswire)
10:01AM	Earnings Preview: BorgWarner (BWA) Q1 Earnings Expected to Decline (Zacks)
06:30AM	BORGWARNER DECLARES QUARTERLY DIVIDEND (PR Newswire)
Apr-24-24 08:37AM	BorgWarner (BWA) to Report Q1 Earnings: What's in Store? (Zacks)
Apr-03-24 06:15PM	BorgWarner (BWA) Rises Higher Than Market: Key Facts (Zacks)
Mar-28-24 06:15PM	BorgWarner (BWA) Rises Higher Than Market: Key Facts (Zacks)
02:36PM	20 Best Stocks to Buy Right Now According to Financial Media (Insider Monkey)
09:00AM	BorgWarner Awarded on Newsweek's Most Trustworthy Companies in America 2024 List (PR Newswire)
Mar-27-24 08:15AM	BorgWarner (BWA) Fell After Reduced 2023 Sales Guidance (Insider Monkey)
Mar-24-24 10:42AM	16 Most Undervalued Large Cap Stocks To Buy According To Analysts (Insider Monkey)
Mar-22-24 06:15PM	Why BorgWarner (BWA) Dipped More Than Broader Market Today (Zacks)
Mar-21-24 04:15PM	Webcast Alert: BorgWarner 2024 First Quarter Results Conference Call (PR Newswire)
09:30AM	Brokers Suggest Investing in BorgWarner (BWA): Read This Before Placing a Bet (Zacks)
Mar-15-24 06:00PM	BorgWarner (BWA) Advances While Market Declines: Some Information for Investors (Zacks)
Mar-14-24 06:15PM	BorgWarner (BWA) Dips More Than Broader Market: What You Should Know (Zacks)
Mar-12-24 06:36AM	BorgWarner (BWA) Declined on Softer-than-Expected Earnings (Insider Monkey)
Mar-08-24 06:00PM	Here's Why BorgWarner (BWA) Fell More Than Broader Market (Zacks)
05:51AM	United Auto Workers Strikes Pressured Sensata Technologies Holding plc (ST) in Q4 (Insider Monkey)
Mar-06-24 09:00AM	BorgWarner Partners with Manufacture 2030 to Reduce Supply Chain Emissions (PR Newswire)
Mar-05-24 09:30AM	Wall Street Bulls Look Optimistic About BorgWarner (BWA): Should You Buy? (Zacks)
Mar-01-24 08:00AM	BorgWarner Announces Appointment of Chief Accounting Officer (PR Newswire)
Feb-29-24 04:10AM	Here's Why BorgWarner (BWA) Fell in Q4 (Insider Monkey)
03:12AM	Pfizer (PFE) Declined as COVID Sales Were Slower Than Expected in Q4 (Insider Monkey)
Feb-26-24 01:48PM	3 Steal-of-a-Deal Stocks to Snap Up Right Now (InvestorPlace)
Feb-22-24 07:53PM	BorgWarner Recommends Stockholders Reject the Below Market Mini-Tender Offer by TRC Capital Investment Corporation (PR Newswire)
Feb-15-24 11:34PM	BorgWarner Inc President and CEO Frederic Lissalde Sells 225,900 Shares (GuruFocus.com)
Feb-14-24 09:00AM	BorgWarner Awarded on the Forbes America's Best Employers 2024 List (PR Newswire)
Feb-09-24 04:22PM	Analyst Report: BorgWarner Inc. (Morningstar Research)
11:15AM	BorgWarner Inc. (NYSE:BWA) Q4 2023 Earnings Call Transcript (Insider Monkey)
09:38AM	UPDATE 1-Magna forecasts 2024 profit below estimates on weak EV demand (Reuters)
06:23AM	CORRECTED-Magna forecasts 2024 profit below estimates as EV makers cut production (Reuters)
02:35AM	Q4 2023 Borgwarner Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-08-24 11:37AM	BorgWarner (BWA) Q4 Earnings Miss Estimates, Decline Y/Y (Zacks) -6.95%
09:30AM	BorgWarner (BWA) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:55AM	BorgWarner Inc (BWA) Reports Growth in 2023, Eyes 25-40% eProduct Sales Increase in 2024 (GuruFocus.com)
08:00AM	BorgWarner Strengthens eMotor Business with XPeng (PR Newswire)
08:00AM	BorgWarner Secures Contract Extending High Voltage Coolant Heater Business with Global OEM (PR Newswire)
08:00AM	BorgWarner Secures Boosted Dual Inverter Business with Chinese OEM (PR Newswire)
07:45AM	BorgWarner (BWA) Misses Q4 Earnings and Revenue Estimates (Zacks)
07:11AM	BorgWarner Q4 Profit From Cont. Ops. Declines; Organic Sales Up 4.4% (RTT News)
07:04AM	BorgWarner forecasts 2024 profit, revenue below estimates (Reuters)
06:55AM	BorgWarner: Q4 Earnings Snapshot (Associated Press Finance)
06:30AM	BorgWarner Signs International Strategic Relationship Agreement with FinDreams Battery for LFP Battery Packs (PR Newswire)
06:30AM	BorgWarner Reports Full Year 2023 Results, Expects 2024 eProduct Sales to Grow Approximately 25% to 40% (PR Newswire)
06:30AM	BORGWARNER DECLARES QUARTERLY DIVIDEND (PR Newswire)
Feb-06-24 08:04AM	BorgWarner (BWA) to Report Q4 Earnings: What's in Store? (Zacks)
07:47AM	Fermata Energy Announces Groundbreaking Integration with BorgWarner Bidirectional Chargers to Enhance V2X Charging Capabilities for EV Fleets (Business Wire)
Feb-05-24 10:00AM	BorgWarner Named to Fortune's 2024 World's Most Admired Companies List (PR Newswire)
09:16AM	Exploring Analyst Estimates for BorgWarner (BWA) Q4 Earnings, Beyond Revenue and EPS (Zacks)
Feb-01-24 06:00PM	BorgWarner (BWA) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
04:15PM	Webcast Alert: BorgWarner 2023 Fourth Quarter and Full-Year Results Conference Call (PR Newswire)
10:00AM	BorgWarner (BWA) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release (Zacks)
Jan-26-24 06:00PM	BorgWarner (BWA) Increases Despite Market Slip: Here's What You Need to Know (Zacks)
Jan-24-24 10:00AM	BorgWarner Presents Josef Newgarden and Roger Penske with Coveted Baby Borg Trophies (PR Newswire)
Jan-23-24 06:15PM	BorgWarner (BWA) Rises Higher Than Market: Key Facts (Zacks)
Jan-22-24 12:10PM	Will BorgWarner (BWA) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jan-17-24 06:15PM	Here's Why BorgWarner (BWA) Fell More Than Broader Market (Zacks)
Jan-12-24 08:28AM	BorgWarner (BWA) & Shaanxi to Form JV to Expand e-CV Portfolio (Zacks)
Jan-10-24 06:15PM	BorgWarner (BWA) Stock Sinks As Market Gains: What You Should Know (Zacks)
06:00AM	BorgWarner Announces New Joint Venture for Business Growth in the Chinese Electric Commercial Vehicle Market (PR Newswire)
Jan-04-24 06:15PM	BorgWarner (BWA) Rises As Market Takes a Dip: Key Facts (Zacks)
Jan-03-24 04:15PM	Webcast Alert: BorgWarner 2023 Fourth Quarter and Full Year Results Conference Call (PR Newswire) -5.31%
Dec-28-23 06:15PM	BorgWarner (BWA) Outpaces Stock Market Gains: What You Should Know (Zacks)
Dec-19-23 06:00PM	BorgWarner (BWA) Laps the Stock Market: Here's Why (Zacks)
Dec-18-23 06:15PM	BorgWarner (BWA) Stock Sinks As Market Gains: What You Should Know (Zacks)
09:04AM	Josef Newgarden Becomes 110th Addition to Borg-Warner Trophy® Highlighting 2023 Indianapolis 500 Victory (PR Newswire)
Dec-07-23 09:00AM	BorgWarner Awarded on Newsweek's America's Most Responsible Companies 2024 List (PR Newswire)
Dec-06-23 09:00AM	BorgWarner Participates in Human Rights Campaign Foundation's 2023-2024 Corporate Equality Index (PR Newswire)
Dec-05-23 08:00AM	BorgWarner Announces CFO Succession Plan (PR Newswire)
Dec-01-23 02:00AM	BorgWarner Completes Acquisition of Eldor Corporation's Electric Hybrid Systems Business Segment (PR Newswire)

BorgWarner, Inc. engages in the provision of technology solutions for combustion, hybrid and electric vehicles. It operates through the following segments: Air Management, Drivetrain & Battery Systems, and ePropulsion. The Air Management segment includes technologies, such as turbochargers, eBoosters, eTurbos, timing systems, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, battery heaters, battery charging, and direct current charging stations. The Drivetrain & Battery Systems segment consists of battery modules and systems, control modules, friction and mechanical clutch products for automatic transmissions, torque-management products and rear-wheel drive (RWD), and all-wheel drive (AWD) transfer case systems and coupling systems. The ePropulsion segment focuses on power electronics, such as inverters, onboard chargers, DC/DC converters, and combination boxes. The company was founded in 1928 and is headquartered in Auburn Hills, MI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Demmerle Stefan	Vice President	Mar 13 '24	Sale	33.00	3,000	99,000	249,013	Mar 14 05:01 PM
Weng Volker	Vice President	Mar 07 '24	Sale	32.85	20,000	657,000	111,964	Mar 08 04:05 PM
Demmerle Stefan	Vice President	Mar 05 '24	Sale	31.29	3,000	93,877	252,013	Mar 06 04:11 PM
Lissalde Frederic	President and CEO	Feb 14 '24	Sale	31.08	225,900	7,021,582	455,227	Feb 15 04:28 PM
CALAWAY TONIT M	EVP, CAO, Gen Counsel & Sec	Feb 12 '24	Sale	32.15	35,603	1,144,508	83,348	Feb 12 04:57 PM
Demmerle Stefan	Vice President	Jun 14 '23	Sale	47.61	5,000	238,050	177,614	Jun 15 10:45 AM
Fadool Joseph F.	Vice President	May 30 '23	Sale	46.70	210	9,818	0	May 31 05:56 PM
Fadool Joseph F.	Vice President	May 26 '23	Sale	47.16	631	29,744	210	May 30 03:45 PM
MICHAS ALEXIS P	Director	May 17 '23	Sale	44.45	7,173	318,851	76,441	May 18 06:05 AM

Open in Screener

BHLB

Berkshire Hills Bancorp Inc.

May 06 • 04:00PM ET

22.51

Dollar change +0.15
Percentage change 0.67	%

Financial • Banks - Regional • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

BHLB Berkshire Hills Bancorp Inc. daily Stock Chart

Held by: IJR VTI VB IWM VBR VXF AVUV IWN DFAT IJS

Index	RUT	P/E	45.62	EPS (ttm)	0.49	Insider Own	1.24%	Shs Outstand	43.50M	Perf Week	2.50%
Market Cap	981.89M	Forward P/E	9.27	EPS next Y	2.43	Insider Trans	-42.89%	Shs Float	43.08M	Perf Month	2.27%
Income	21.77M	PEG	4.56	EPS next Q	0.52	Inst Own	83.74%	Short Float	2.00%	Perf Quarter	-0.40%
Sales	589.74M	P/S	1.66	EPS this Y	-2.24%	Inst Trans	-0.21%	Short Ratio	3.60	Perf Half Y	8.80%
Book/sh	23.26	P/B	0.97	EPS next Y	16.13%	ROA	0.18%	Short Interest	0.86M	Perf Year	18.85%
Cash/sh	-	P/C	-	EPS next 5Y	10.00%	ROE	2.17%	52W Range	18.07 - 25.79	Perf YTD	-9.34%
Dividend Est.	0.73 (3.24%)	P/FCF	6.41	EPS past 5Y	-6.74%	ROI	1.48%	52W High	-12.71%	Beta	0.90
Dividend TTM	0.72 (3.20%)	Quick Ratio	-	Sales past 5Y	170.38%	Gross Margin	-	52W Low	24.57%	ATR (14)	0.56
Dividend Ex-Date	Mar 20, 2024	Current Ratio	0.21	EPS Y/Y TTM	-77.91%	Oper. Margin	4.25%	RSI (14)	58.24	Volatility	2.17% 2.35%
Employees	1340	Debt/Eq	0.45	Sales Y/Y TTM	15.74%	Profit Margin	3.69%	Recom	2.20	Target Price	25.25
Option/Short	Yes / Yes	LT Debt/Eq	0.45	EPS Q/Q	-175.19%	Payout	45.01%	Rel Volume	0.73	Prev Close	22.36
Sales Surprise	-48.31%	EPS Surprise	4.26%	Sales Q/Q	-19.74%	Earnings	Apr 18 BMO	Avg Volume	239.03K	Price	22.51
SMA20	4.17%	SMA50	3.12%	SMA200	2.72%	Trades		Volume	175,562	Change	0.67%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-29-24	Upgrade	Seaport Research Partners	Sell → Neutral
Jan-10-24	Upgrade	Piper Sandler	Underweight → Neutral	$24
Sep-12-23	Initiated	Seaport Research Partners	Sell	$16
Oct-14-22	Downgrade	Piper Sandler	Neutral → Underweight	$31 → $29
Sep-13-22	Initiated	Hovde Group	Outperform	$33
Jul-21-22	Upgrade	Janney	Neutral → Buy	$31
Apr-21-22	Downgrade	Compass Point	Neutral → Sell	$23
Jan-10-22	Resumed	Keefe Bruyette	Mkt Perform	$30
Aug-31-21	Initiated	Seaport Global Securities	Buy	$30
Aug-11-21	Downgrade	Piper Sandler	Overweight → Neutral	$31
Aug-06-21	Initiated	RBC Capital Mkts	Sector Perform	$29
May-04-21	Upgrade	Piper Sandler	Neutral → Overweight	$25 → $27
Feb-05-21	Upgrade	Compass Point	Neutral → Buy	$12 → $21
Jan-13-21	Downgrade	Piper Sandler	Overweight → Neutral	$20
Sep-25-20	Upgrade	Compass Point	Sell → Neutral
Aug-03-20	Upgrade	DA Davidson	Neutral → Buy	$13
Jun-12-20	Upgrade	Piper Sandler	Neutral → Overweight
May-06-20	Downgrade	DA Davidson	Buy → Neutral	$20 → $14
Jul-24-19	Upgrade	Compass Point	Sell → Neutral
Jul-12-19	Initiated	DA Davidson	Buy	$36

Show Previous Ratings

Apr-19-24 09:01AM	Berkshire Hills Bancorp, Inc. (NYSE:BHLB) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:12AM	Q1 2024 Berkshire Hills Bancorp Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-18-24 11:53AM	BHLB Stock Earnings: Berkshire Hills Bancorp Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
09:30AM	Here's What Key Metrics Tell Us About Berkshire Hills (BHLB) Q1 Earnings (Zacks)
09:10AM	Berkshire Hills Bancorp (BHLB) Q1 Earnings Beat Estimates (Zacks)
08:07AM	Loading…
08:07AM	Berkshire Hills: Q1 Earnings Snapshot (Associated Press Finance)
07:30AM	Berkshire Hills Reports First Quarter 2024 Results (PR Newswire)
Apr-15-24 09:15AM	Unlocking Q1 Potential of Berkshire Hills (BHLB): Exploring Wall Street Estimates for Key Metrics (Zacks)
Apr-11-24 10:00AM	Analysts Estimate Berkshire Hills Bancorp (BHLB) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-05-24 01:11PM	Bank branch acquisitions gather momentum (American Banker)
Mar-28-24 04:15PM	Berkshire Hills Announces First Quarter 2024 Earnings Release and Conference Call Schedule (PR Newswire)
Mar-21-24 04:15PM	Berkshire Hills Bancorp Bolsters Commercial & Private Banking Franchise (PR Newswire)
Mar-07-24 04:30PM	Berkshire Hills Announces Quarterly Shareholder Dividend (PR Newswire)
Mar-05-24 11:09AM	Berkshire Hills Bancorp (BHLB) to Sell 10 New York Branches (Zacks)
Mar-04-24 05:15PM	Arrow Announces Acquisition of Whitehall, N.Y. Branch (PR Newswire)
04:45PM	Loading…
04:45PM	Berkshire Hills Bancorp to Sell Select Upstate and Eastern New York Branches (PR Newswire)
Feb-12-24 04:30PM	Berkshire Hills Announces Annual Meeting Date (PR Newswire)
Jan-27-24 09:12AM	Berkshire Hills Bancorp, Inc. (NYSE:BHLB) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-25-24 10:59PM	Q4 2023 Berkshire Hills Bancorp Inc Earnings Call (Thomson Reuters StreetEvents)
12:55PM	Berkshire Hills Bancorp Inc Reports Mixed Q4 Results and Announces Share Buyback (GuruFocus.com)
11:30AM	Berkshire Hills (BHLB) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:51AM	Berkshire Hills: Q4 Earnings Snapshot (Associated Press Finance)
07:30AM	Berkshire Hills Reports Fourth Quarter 2023 Results (PR Newswire)
Jan-23-24 07:04AM	Seeking Clues to Berkshire Hills (BHLB) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Jan-12-24 02:30PM	Berkshire Hills Announces Fourth Quarter 2023 Earnings Release and Conference Call Schedule (PR Newswire)
Dec-13-23 04:30PM	Berkshire Hills Bancorp Leadership Featured On New York Stock Exchange (PR Newswire) +8.39%
Nov-03-23 07:30AM	Berkshire Hills Announces Quarterly Shareholder Dividend (PR Newswire)
Oct-23-23 08:47AM	Berkshire Hills Bancorp, Inc. (NYSE:BHLB) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-21-23 12:04AM	Q3 2023 Berkshire Hills Bancorp Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-20-23 03:41PM	Berkshire Hills Bancorp Inc (BHLB) Reports Q3 2023 Earnings: Net Income of $20 Million (GuruFocus.com) -6.79%
09:30AM	Loading…
09:30AM	Compared to Estimates, Berkshire Hills (BHLB) Q3 Earnings: A Look at Key Metrics (Zacks)
08:50AM	Berkshire Hills Bancorp (BHLB) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
07:40AM	Berkshire Hills: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	Berkshire Hills Reports Third Quarter Net Income of $20 Million, or $0.45 Earnings per Share (PR Newswire)
Oct-13-23 10:00AM	Earnings Preview: Berkshire Hills Bancorp (BHLB) Q3 Earnings Expected to Decline (Zacks)
Sep-29-23 10:00AM	Berkshire Hills Announces Third Quarter 2023 Earnings Release and Conference Call Schedule (PR Newswire)
Sep-15-23 08:02AM	New Strong Sell Stocks for September 15th (Zacks)
01:01AM	Insider Buying: Berkshire Hills Bancorp Inc CEO Nitin Mhatre Acquires 1,000 Shares (GuruFocus.com)
Sep-14-23 07:30AM	Berkshire Hills Bancorp Appoints Mary Anne Callahan as New Independent Director (PR Newswire)
Aug-24-23 06:14AM	New Strong Sell Stocks for August 24th (Zacks)
Aug-22-23 04:41AM	New Strong Sell Stocks for August 22nd (Zacks)
Aug-17-23 04:12AM	New Strong Sell Stocks for August 17th (Zacks)
Aug-11-23 06:01AM	Here's What We Like About Berkshire Hills Bancorp's (NYSE:BHLB) Upcoming Dividend (Simply Wall St.)
Aug-08-23 06:52AM	Those who invested in Berkshire Hills Bancorp (NYSE:BHLB) three years ago are up 133% (Simply Wall St.)
Aug-04-23 07:30AM	Berkshire Hills Announces Quarterly Shareholder Dividend (PR Newswire)
Aug-03-23 06:29AM	New Strong Sell Stocks for August 3rd (Zacks)
Jul-26-23 01:12PM	Daily Vickers Top Buyers & Sellers for 07/26/2023 (Argus Research)
Jul-23-23 06:41AM	Berkshire Hills Bancorp, Inc. (NYSE:BHLB) Q2 2023 Earnings Call Transcript (Insider Monkey)
Jul-21-23 12:27AM	Q2 2023 Berkshire Hills Bancorp Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-20-23 09:30AM	Compared to Estimates, Berkshire Hills (BHLB) Q2 Earnings: A Look at Key Metrics (Zacks) -6.86%
08:55AM	Berkshire Hills Bancorp (BHLB) Q2 Earnings and Revenues Miss Estimates (Zacks)
07:47AM	Berkshire Hills: Q2 Earnings Snapshot (AP Finance)
07:30AM	Berkshire Hills Reports Second Quarter Net Income of $24 Million, or $0.55 Earnings per Share (PR Newswire)
Jul-13-23 10:01AM	Berkshire Hills Bancorp (BHLB) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jul-10-23 04:15PM	Berkshire Hills Announces Allocation of Inaugural $100 Million Sustainability Bond (PR Newswire)
Jun-29-23 07:30AM	Berkshire Hills Announces Second Quarter 2023 Earnings Release and Conference Call Dates (PR Newswire)
Jun-28-23 06:16AM	Institutional owners may consider drastic measures as Berkshire Hills Bancorp, Inc.'s (NYSE:BHLB) recent US$52m drop adds to long-term losses (Simply Wall St.)
Jun-21-23 08:00PM	BHLB: Lowering target price to $23.00 (Argus Research)
May-22-23 09:10AM	3 Top Dividend Stocks to Maximize Your Retirement Income (Zacks)
May-19-23 11:00AM	Berkshire Hills Announces Results of Annual Meeting (PR Newswire)
May-18-23 07:08AM	Berkshire Hills Bancorp Senior Vice President of Investor Relations & Corporate Development Acquires 22% More Stock \ (Simply Wall St.)
May-15-23 09:10AM	Improve Your Retirement Income with These 3 Top-Ranked Dividend Stocks (Zacks)
May-12-23 06:07AM	There's A Lot To Like About Berkshire Hills Bancorp's (NYSE:BHLB) Upcoming US$0.18 Dividend (Simply Wall St.)
May-05-23 07:30AM	Berkshire Hills Announces Quarterly Shareholder Dividend (PR Newswire) +5.54%
Apr-27-23 02:52PM	Berkshire Hills Bancorp, Inc. (NYSE:BHLB) Q1 2023 Earnings Call Transcript (Insider Monkey)
Apr-26-23 08:00PM	BHLB: Lowering target price to $22.00 (Argus Research)
10:59AM	Berkshire Releases Environmental, Social & Governance (ESG) Report (PR Newswire)
Apr-21-23 04:28AM	Q1 2023 Berkshire Hills Bancorp Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-20-23 08:55AM	Berkshire Hills Bancorp (BHLB) Q1 Earnings Match Estimates (Zacks)
07:30AM	Berkshire Hills Reports First Quarter Net Income of $27.6 Million, or $0.63 per Share (PR Newswire)
Apr-17-23 10:00AM	WSFS Financial (WSFS) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-13-23 10:00AM	Berkshire Hills Bancorp (BHLB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-10-23 07:30AM	Berkshire Hills Bancorp Appoints Former Federal Reserve Bank of Boston President and CEO Eric Rosengren as New Independent Director (PR Newswire)
Apr-05-23 09:35AM	Down -11.51% in 4 Weeks, Here's Why You Should You Buy the Dip in Berkshire Hills (BHLB) (Zacks)
Mar-31-23 07:30AM	Berkshire Hills First Quarter Earnings Release and Conference Call Dates (PR Newswire)
Mar-29-23 07:34AM	Zacks Industry Outlook Highlights New York Community Bank, Banner and Berkshire Hills (Zacks)
Mar-28-23 11:03AM	3 Savings & Loan Stocks to Watch Despite SVB, SBNY Fiasco (Zacks)
Mar-17-23 06:43AM	Multiple insiders bought Berkshire Hills Bancorp, Inc. (NYSE:BHLB) stock earlier this year, a positive sign for shareholders (Simply Wall St.) -5.86%
Mar-16-23 10:49AM	10 Best Stocks to Buy for Medium Term (Insider Monkey)
Feb-10-23 05:27AM	Here's What We Like About Berkshire Hills Bancorp's (NYSE:BHLB) Upcoming Dividend (Simply Wall St.)
Feb-06-23 07:30AM	Berkshire Hills Announces Annual Meeting Date (PR Newswire)
Feb-03-23 07:30AM	Berkshire Hills Announces Quarterly Shareholder Dividend (PR Newswire)
06:21AM	Former Lt. Gov. Polito joins board of top-10 Mass. bank (American City Business Journals)
Feb-02-23 04:15PM	Berkshire Hills Appoints Former Massachusetts Lieutenant Governor Karyn Polito as New Independent Director (PR Newswire)
Jan-30-23 10:34AM	Berkshire Hills Bancorp, Inc. (NYSE:BHLB) Q4 2022 Earnings Call Transcript (Insider Monkey)
Jan-26-23 08:55AM	Berkshire Hills Bancorp (BHLB) Meets Q4 Earnings Estimates (Zacks) +10.32%
07:30AM	BERKSHIRE HILLS REPORTS RECORD FOURTH QUARTER RESULTS (PR Newswire)
Jan-25-23 04:45PM	Berkshire Hills Bancorp Names David Rosato as Senior Executive Vice President, Chief Financial Officer (PR Newswire)
04:15PM	BERKSHIRE HILLS ANNOUNCES $50 MILLION SHARE REPURCHASE PROGRAM (PR Newswire)
Jan-17-23 04:45PM	Berkshire Hills Bancorp Names New Executives (PR Newswire)
07:45AM	Citizens Financial Group (CFG) Q4 Earnings and Revenues Lag Estimates (Zacks)
Jan-06-23 11:00AM	Berkshire Hills Fourth Quarter Earnings Release and Conference Call Dates (PR Newswire)
Jan-04-23 07:10AM	Berkshire Hills Bancorp, Inc. (NYSE:BHLB) is largely controlled by institutional shareholders who own 84% of the company (Simply Wall St.)
Dec-08-22 06:15AM	Investors in Berkshire Hills Bancorp (NYSE:BHLB) have unfortunately lost 7.9% over the last five years (Simply Wall St.)
Nov-23-22 09:40AM	Are Finance Stocks Lagging Atlas (ATCO) This Year? (Zacks)
Nov-11-22 05:13AM	Is It Worth Considering Berkshire Hills Bancorp, Inc. (NYSE:BHLB) For Its Upcoming Dividend? (Simply Wall St.)
Nov-10-22 07:30AM	Berkshire Bank Team Rings NYSE Opening Bell (PR Newswire) +5.78%
05:30AM	The Zacks Analyst Blog Highlights American Financial Group, Berkshire Hills Bancorp, Snap-on, Northern Oil and Gas and Service Corporation (Zacks)
Nov-09-22 08:48AM	Buy These 5 Stocks That Recently Announced Dividend Hikes (Zacks)
Nov-08-22 06:46AM	Berkshire Hills Bancorp Third Quarter 2022 Earnings: Revenues Beat Expectations, EPS Lags (Simply Wall St.)

Berkshire Hills Bancorp, Inc. operates as a bank holding company for Berkshire Bank and Berkshire Insurance Group, Inc. The firm offers deposit, lending, insurance, and wealth management products to retail and commercial customers in its market areas. It aims to expand and deepen market share and wallet share through organic growth and acquisition strategies. The company was founded in 1846 and is headquartered in Boston, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Mhatre Nitin J.	President and CEO	Apr 25 '24	Buy	22.02	1,100	24,221	88,799	Apr 26 11:52 AM
Tulchiner Ellen	EVP,Head of Cnsmr Lndng&Pymnts	Mar 19 '24	Sale	21.71	926	20,100	0	Mar 19 05:10 PM
Adofo-Wilson Baye	Director	Mar 07 '24	Sale	22.19	10,074	223,549	0	Mar 08 01:48 PM
Zaitzeff Michael	Director	Feb 21 '24	Sale	22.36	11,855	265,049	0	Feb 22 05:11 PM
Zaitzeff Michael	Director	Feb 20 '24	Sale	22.43	27,000	605,537	11,855	Feb 22 05:11 PM
Zaitzeff Michael	Director	Feb 16 '24	Sale	22.40	24,910	558,046	38,855	Feb 16 05:49 PM
Zaitzeff Michael	Director	Feb 15 '24	Sale	22.72	24,182	549,495	63,765	Feb 16 05:49 PM
Zaitzeff Michael	Director	Feb 14 '24	Sale	22.02	20,500	451,416	87,947	Feb 16 05:49 PM
Zaitzeff Michael	Director	Feb 13 '24	Sale	21.93	18,700	410,179	108,447	Feb 13 06:41 PM
Zaitzeff Michael	Director	Feb 12 '24	Sale	23.09	29,062	671,042	127,147	Feb 13 06:41 PM
Zaitzeff Michael	Director	Feb 09 '24	Sale	22.73	20,718	471,024	156,209	Feb 13 06:41 PM
Zaitzeff Michael	Director	Feb 08 '24	Sale	22.59	23,127	522,418	176,927	Feb 08 06:20 PM
Zaitzeff Michael	Director	Feb 08 '24	Sale	22.31	2,665	59,447	0	Feb 08 06:20 PM
Zaitzeff Michael	Director	Feb 07 '24	Sale	22.20	19,660	436,426	200,054	Feb 08 06:20 PM
Zaitzeff Michael	Director	Feb 06 '24	Sale	22.34	18,394	410,845	219,714	Feb 08 06:20 PM
Zaitzeff Michael	Director	Feb 05 '24	Sale	22.62	20,439	462,416	238,108	Feb 05 07:52 PM
Zaitzeff Michael	Director	Feb 02 '24	Sale	23.08	9,517	219,660	258,547	Feb 05 07:52 PM
Zaitzeff Michael	Director	Feb 01 '24	Sale	23.25	20,419	474,723	268,064	Feb 05 07:52 PM
Zaitzeff Michael	Director	Jan 31 '24	Sale	24.73	20,028	495,369	288,483	Jan 31 08:01 PM
Zaitzeff Michael	Director	Jan 30 '24	Sale	25.08	41,274	1,035,069	308,511	Jan 31 08:01 PM
Zaitzeff Michael	Director	Jan 29 '24	Sale	25.18	51,910	1,307,209	0	Jan 31 08:01 PM
Callahan Mary Anne	Director	Nov 08 '23	Buy	20.30	6,000	121,800	16,000	Nov 09 12:07 PM
Callahan Mary Anne	Director	Nov 07 '23	Buy	20.60	2,000	41,200	10,000	Nov 08 01:25 PM
Callahan Mary Anne	Director	Sep 20 '23	Buy	19.84	10,000	198,374	10,000	Sep 20 04:50 PM
Callahan Mary Anne	Director	Sep 20 '23	Buy	19.87	8,000	158,945	8,000	Sep 20 04:50 PM
Mhatre Nitin J.	President and CEO	Sep 12 '23	Buy	19.82	1,000	19,823	58,030	Sep 14 12:04 PM
Mhatre Nitin J.	President and CEO	Jul 25 '23	Buy	22.29	1,500	33,435	57,030	Jul 25 12:05 PM
Conn Kevin	Sr Managing Dir/Inv Relations	May 15 '23	Buy	19.54	5,200	101,618	18,163	May 16 04:01 PM

NQP Nuveen Pennsylvania Quality Municipal Income Fund daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-0.24	Insider Own	-	Shs Outstand	37.22M	Perf Week	2.09%
Market Cap	436.62M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	37.22M	Perf Month	0.00%
Income	-	PEG	-	EPS next Q	-	Inst Own	33.09%	Short Float	0.13%	Perf Quarter	0.77%
Sales	31.59M	P/S	13.82	EPS this Y	-	Inst Trans	-	Short Ratio	0.90	Perf Half Y	17.07%
Book/sh	12.90	P/B	0.91	EPS next Y	-	ROA	-	Short Interest	0.05M	Perf Year	4.55%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W Range	9.65 - 11.89	Perf YTD	1.30%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-	52W High	-1.35%	Beta	0.47
Dividend TTM	0.40 (3.37%)	Quick Ratio	-	Sales past 5Y	-	Gross Margin	-	52W Low	21.55%	ATR (14)	0.08
Dividend Ex-Date	May 14, 2024	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	-	RSI (14)	62.54	Volatility	0.66% 0.61%
Employees	-	Debt/Eq	-	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-	Payout	-	Rel Volume	0.68	Prev Close	11.69
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	5.80%	Earnings	-	Avg Volume	55.38K	Price	11.73
SMA20	1.56%	SMA50	0.55%	SMA200	5.43%	Trades		Volume	37,572	Change	0.39%

Oct-13-23 07:30AM	Nuveen Formalizes Co-PM Structure Across Municipal Platform (PR Newswire)
Sep-29-23 05:45PM	Board Announces Removal of Merger Proposal from Annual Meeting Agenda (Business Wire)
Feb-07-22 08:38PM	Brandywine Oak Private Wealth LLC Buys JPMorgan Equity Premium Income ETF, WisdomTree China ... (GuruFocus.com)
Jan-12-22 04:09PM	Nuveen Pennsylvania Quality Municipal Income Fund -- Moody's announces completion of a periodic review of ratings of Nuveen Pennsylvania Quality Municipal Income Fund (Moody's)
Jan-22-21 05:28PM	Nuveen Pennsylvania Quality Municipal Income Fund -- Moody's announces completion of a periodic review of ratings of Nuveen Pennsylvania Quality Municipal Income Fund (Moody's)
04:10PM	Loading…
Jan-31-20 04:10PM	Nuveen Pennsylvania Quality Municipal Income Fund -- Moody's announces completion of a periodic review of ratings of Nuveen Pennsylvania Quality Municipal Income Fund (Moody's)
Aug-13-19 06:00AM	Three of the Best Steady Eddie Muni Funds (MoneyShow)
May-01-19 05:28PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Apr-01-19 07:18PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Mar-01-19 06:31PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Feb-01-19 05:55PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jan-02-19 04:57PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Dec-28-18 04:30PM	Nuveen Closed-End Fund Announces Redemption of Preferred Shares (Business Wire)
Dec-04-18 04:41PM	Nuveen Closed-End Funds Announce Redemption of Preferred Shares (Business Wire)
Dec-03-18 11:16PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
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Nov-28-18 04:41PM	Nuveen Closed-End Fund Announces Intention to Redeem Preferred Shares (Business Wire)
Nov-14-18 04:55PM	Several Nuveen Closed-End Funds Declare Capital Gains (Business Wire)
Nov-02-18 05:30PM	Nuveen Closed-End Funds Announce Intention to Redeem Preferred Shares (Business Wire)
Nov-01-18 05:31PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Oct-01-18 04:30PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Sep-04-18 04:24PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Aug-01-18 05:13PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jul-02-18 04:00PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jun-01-18 04:00PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
May-01-18 04:30PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Apr-02-18 05:04PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Mar-06-18 04:32PM	CORRECTING and REPLACING Nuveen Closed-End Funds Declare Distributions (Business Wire)
Mar-01-18 05:01PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Feb-01-18 05:51PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jan-02-18 04:36PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
05:46PM	Loading…
Dec-01-17 05:46PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Nov-22-17 12:03PM	CORRECTING and REPLACING Several Nuveen Closed-End Funds Declare Capital Gains (Business Wire)
Nov-14-17 04:46PM	Several Nuveen Closed-End Funds Declare Capital Gains (Business Wire)
Nov-01-17 04:30PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Oct-02-17 04:05PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Sep-01-17 04:05PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Aug-01-17 04:05PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jul-03-17 01:26PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jun-01-17 05:00PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
May-01-17 04:30PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Apr-03-17 04:11PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Mar-01-17 05:57PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Feb-01-17 05:44PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jan-04-17 01:04PM	NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND Financials
Jan-03-17 05:50PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Dec-01-16 05:39PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
05:38PM	Several Nuveen Closed-End Funds Declare Capital Gains (Business Wire)
Nov-23-16 02:59PM	Moody's withdraws short-term ratings of VRDP shares issued by three Nuveen municipal closed-end funds (Moody's)
Nov-17-16 04:30PM	Three Nuveen Closed-End Funds Announce Variable Rate Demand Preferred Share Actions (Business Wire)
09:00AM	Several Nuveen Closed-End Funds Announce Fund Name Changes (Business Wire)
Nov-01-16 04:32PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Oct-03-16 05:37PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Sep-01-16 06:25PM	Three Nuveen Municipal Closed-End Funds Complete Private Issuances of Preferred Securities (Business Wire)
06:25PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Aug-05-16 02:14PM	NUVEEN PENNSYLVANIA INVESTMENT QUALITY MUNICIPAL FUND Files SEC form 8-K, Other Events
Aug-01-16 04:30PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jul-01-16 04:15PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jun-01-16 04:36PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
May-02-16 04:49PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Apr-01-16 05:15PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Mar-01-16 08:22PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Feb-01-16 05:43PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jan-04-16 05:06PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Dec-01-15 05:39PM	Several Nuveen Closed-End Funds Declare Capital Gains (Business Wire)
05:39PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Nov-02-15 05:22PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Oct-01-15 04:30PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Sep-01-15 05:47PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Aug-04-15 08:45AM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jul-01-15 05:27PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jun-01-15 06:08PM	Nuveen Closed-End Funds Declare Distributions (Business Wire)
Jan-02-15 04:53PM	Nuveen Closed-End Funds Declare Monthly Distributions (Business Wire)
Dec-01-14 05:55PM	Several Nuveen Closed-End Funds Declare Year-End Distributions (Business Wire)
05:55PM	Nuveen Closed-End Funds Declare Monthly Distributions (Business Wire)
Nov-03-14 04:30PM	Nuveen Closed-End Funds Declare Monthly Distributions (Business Wire)
Aug-19-14 04:30PM	Nuveen Announces Results of Closed-End Fund Shareholder Meetings (Business Wire)
Aug-01-14 05:41PM	Nuveen Closed-End Funds Declare Monthly Distributions (Business Wire)
Jul-10-14 10:09AM	Ex-Dividends To Watch: 3 Stocks Going Ex-Dividend Tomorrow: MYJ, NQP, MXF (TheStreet)
Jul-01-14 06:10PM	Nuveen Closed-End Funds Declare Monthly Distributions (Business Wire)
Jun-10-14 10:00AM	Ex-Dividend Alert: 3 Stocks Going Ex-Dividend Wednesday: VFL, NQP, NBB (TheStreet)
Jun-02-14 05:36PM	Nuveen Closed-End Funds Declare Monthly Distributions (Business Wire)
May-20-14 04:15PM	Three Nuveen Municipal Bond Closed-End Funds Complete Preferred Share Issuances (Business Wire)
May-19-14 04:04PM	Moody's affirms ratings of preferred shares of three Nuveen closed-end funds (Moody's)
May-12-14 10:09AM	3 Stocks With Upcoming Ex-Dividend Dates: MQT, NQP, CLM (TheStreet)
May-02-14 04:30PM	Nuveen Closed-End Funds Announce Date of Annual Shareholders Meeting (Business Wire)
May-01-14 06:27PM	Nuveen Closed-End Funds Declare Monthly Distributions (Business Wire)
Apr-29-14 04:15PM	Three Nuveen Closed-End Funds Issue Redemption Notices for Preferred Shares (Business Wire)
Apr-01-14 06:11PM	Nuveen Closed-End Funds Declare Monthly Distributions (Business Wire)
Mar-11-14 10:02AM	Wednesday's Ex-Dividends To Watch: NQP, JLA, NPP (TheStreet)
Mar-03-14 06:39PM	Nuveen Closed-End Funds Declare Monthly Distributions (Business Wire)
Feb-26-14 06:02PM	Nuveen Funds Board Approves Leverage Refinancing Plan for Three CEFs (Business Wire)
Feb-10-14 04:30PM	Newly Merged Nuveen Closed-End Funds Declare Post-Merger Distributions (Business Wire)
09:25AM	Nuveen Announces Completion of Pennsylvania Closed-End Fund Merger (Business Wire)
Feb-07-14 05:21PM	Moody's assigns Aa2 ratings to preferred shares issued by Nuveen Pennsylvania Investment Quality Municipal Fund, post merger (Moody's)
Feb-04-14 04:07PM	Nuveen Pennsylvania Closed-End Funds Declare Distributions (Business Wire)
Feb-03-14 06:03PM	Four Nuveen Closed-End Funds Have Certain Long-Term Preferred Share Ratings Withdrawn (Business Wire)
Jan-27-14 06:06PM	Four Nuveen Municipal Closed-End Funds Declare Pre-Merger Distributions (Business Wire)
Jan-10-14 10:00AM	Dividend Watch: 5 Stocks Going Ex-Dividend Monday: NQP, NQJ, MHN, JFR, JMI (TheStreet)
Jan-02-14 05:02PM	Nuveen Closed-End Funds Declare Monthly Distributions (Business Wire)
Dec-30-13 04:00PM	Nuveen Announces Update on Merger for Pennsylvania Closed-End Funds (Business Wire)

Nuveen Pennsylvania Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of Pennsylvania. The fund invests in tax exempt municipal bonds, with a rating of Baa/BBB or higher. It employs fundamental analysis, with bottom-up stock picking approach, to create its portfolio. The fund benchmarks the performance of its portfolio against the Standard & Poor's Pennsylvania Municipal Bond Index and Standard & Poor's National Municipal Bond Index. The fund was formerly known a Nuveen Pennsylvania Investment Quality Municipal Fund. Nuveen Pennsylvania Quality Municipal Income Fund was formed on December 20, 1990 and is domiciled in the United States.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Saba Capital Management, L.P.	10% Owner	May 02 '24	Buy	11.55	65,807	760,071	5,161,297	May 03 01:14 PM
Saba Capital Management, L.P.	10% Owner	Apr 29 '24	Buy	11.49	7,796	89,576	5,095,490	May 01 10:28 AM
Saba Capital Management, L.P.	10% Owner	Apr 25 '24	Buy	11.46	31,908	365,666	5,087,694	Apr 26 11:51 AM
Saba Capital Management, L.P.	10% Owner	Apr 02 '24	Buy	11.76	49,402	580,968	5,055,786	Apr 03 01:55 PM
Saba Capital Management, L.P.	10% Owner	Apr 01 '24	Buy	11.77	35,421	416,905	5,006,384	Apr 03 01:55 PM
Saba Capital Management, L.P.	10% Owner	Mar 28 '24	Buy	11.81	12,368	146,066	4,970,963	Apr 01 08:48 AM
Saba Capital Management, L.P.	10% Owner	Mar 27 '24	Buy	11.81	34,489	407,315	4,958,595	Apr 01 08:48 AM
Saba Capital Management, L.P.	10% Owner	Mar 26 '24	Buy	11.79	29,911	352,651	4,924,106	Mar 27 09:23 AM
Saba Capital Management, L.P.	10% Owner	Mar 19 '24	Buy	11.85	21,700	257,145	4,894,195	Mar 20 12:10 PM
Saba Capital Management, L.P.	10% Owner	Mar 18 '24	Buy	11.79	36,800	433,872	4,872,495	Mar 20 12:10 PM
Saba Capital Management, L.P.	10% Owner	Mar 13 '24	Buy	11.82	2,687	31,760	4,835,695	Mar 15 11:58 AM
Saba Capital Management, L.P.	10% Owner	Mar 12 '24	Buy	11.80	1,154	13,617	4,801,311	Mar 12 06:02 PM
Saba Capital Management, L.P.	10% Owner	Mar 11 '24	Buy	11.81	16,774	198,101	4,800,157	Mar 12 06:02 PM
Saba Capital Management, L.P.	10% Owner	Mar 07 '24	Buy	11.78	10,171	119,814	4,783,383	Mar 11 02:50 PM
Saba Capital Management, L.P.	10% Owner	Mar 06 '24	Buy	11.74	20,488	240,529	4,773,212	Mar 06 04:54 PM
Saba Capital Management, L.P.	10% Owner	Mar 05 '24	Buy	11.73	26,653	312,640	4,752,724	Mar 06 04:54 PM
Saba Capital Management, L.P.	10% Owner	Feb 05 '24	Buy	11.63	68,355	794,969	4,725,871	Feb 05 05:57 PM
Saba Capital Management, L.P.	10% Owner	Jan 17 '24	Buy	11.60	16,785	194,706	4,657,516	Jan 18 06:42 PM
Saba Capital Management, L.P.	10% Owner	Jan 16 '24	Buy	11.71	1,406	16,464	4,640,731	Jan 16 05:31 PM
Saba Capital Management, L.P.	10% Owner	Jan 11 '24	Buy	11.72	28,992	339,786	4,639,325	Jan 12 02:03 PM
Saba Capital Management, L.P.	10% Owner	Jan 10 '24	Buy	11.74	39,699	466,066	4,610,333	Jan 12 02:03 PM
Saba Capital Management, L.P.	10% Owner	Jan 09 '24	Buy	11.74	301	3,534	4,570,634	Jan 10 01:04 PM
Saba Capital Management, L.P.	10% Owner	Jan 08 '24	Buy	11.71	69,038	808,435	4,570,333	Jan 10 01:04 PM
Saba Capital Management, L.P.	10% Owner	Jan 05 '24	Buy	11.66	10,154	118,396	4,501,295	Jan 08 11:34 AM
Saba Capital Management, L.P.	10% Owner	Jan 04 '24	Buy	11.66	6,432	74,997	4,491,141	Jan 08 11:34 AM
Saba Capital Management, L.P.	10% Owner	Jan 03 '24	Buy	11.61	600	6,966	4,484,709	Jan 03 05:47 PM
Saba Capital Management, L.P.	10% Owner	Jan 02 '24	Buy	11.56	18,162	209,953	4,484,109	Jan 03 05:47 PM
Saba Capital Management, L.P.	10% Owner	Dec 15 '23	Buy	11.44	4,723	54,031	4,465,947	Dec 19 03:43 PM
Saba Capital Management, L.P.	10% Owner	Dec 13 '23	Buy	11.29	20,339	229,627	4,461,224	Dec 15 07:57 AM
Saba Capital Management, L.P.	10% Owner	Dec 12 '23	Buy	11.28	9,182	103,573	4,440,885	Dec 13 12:07 PM
Saba Capital Management, L.P.	10% Owner	Dec 11 '23	Buy	11.27	13,533	152,517	4,431,703	Dec 13 12:07 PM
Saba Capital Management, L.P.	10% Owner	Dec 08 '23	Buy	11.22	800	8,976	4,417,370	Dec 11 03:39 PM
Saba Capital Management, L.P.	10% Owner	Dec 06 '23	Buy	11.22	33,261	373,188	4,417,370	Dec 07 02:40 PM
Saba Capital Management, L.P.	10% Owner	Dec 05 '23	Buy	11.20	50,218	562,442	4,384,109	Dec 07 02:40 PM
Saba Capital Management, L.P.	10% Owner	Dec 04 '23	Buy	11.12	24,461	272,006	4,333,891	Dec 05 02:27 PM
Saba Capital Management, L.P.	10% Owner	Dec 01 '23	Buy	11.08	4,908	54,381	4,309,430	Dec 05 02:27 PM
Saba Capital Management, L.P.	10% Owner	Nov 29 '23	Buy	10.98	28,424	312,096	4,304,522	Dec 01 06:33 PM
Saba Capital Management, L.P.	10% Owner	Nov 28 '23	Buy	10.93	50,625	553,331	4,276,098	Nov 28 06:08 PM
Saba Capital Management, L.P.	10% Owner	Nov 27 '23	Buy	10.89	33,162	361,134	4,225,473	Nov 28 06:08 PM
Saba Capital Management, L.P.	10% Owner	Nov 21 '23	Buy	10.80	6,520	70,416	4,192,311	Nov 21 05:51 PM
Saba Capital Management, L.P.	10% Owner	Nov 20 '23	Buy	10.72	10,287	110,277	4,185,791	Nov 21 05:51 PM
Saba Capital Management, L.P.	10% Owner	Nov 17 '23	Buy	10.67	92,141	983,144	4,175,504	Nov 17 05:18 PM
Saba Capital Management, L.P.	10% Owner	Nov 15 '23	Buy	10.52	6,390	67,223	4,083,363	Nov 17 05:18 PM
Saba Capital Management, L.P.	10% Owner	Nov 13 '23	Buy	10.40	51,337	533,905	4,076,973	Nov 14 06:34 PM
Saba Capital Management, L.P.	10% Owner	Nov 10 '23	Buy	10.37	1,842	19,102	4,025,636	Nov 13 11:36 AM
Saba Capital Management, L.P.	10% Owner	Nov 09 '23	Buy	10.36	35,045	363,066	4,023,794	Nov 13 11:36 AM
Saba Capital Management, L.P.	10% Owner	Nov 08 '23	Buy	10.38	222,467	2,309,207	3,988,749	Nov 09 10:46 AM
Saba Capital Management, L.P.	10% Owner	Nov 07 '23	Buy	10.26	23,625	242,392	3,766,282	Nov 09 10:46 AM

Open in Screener

TPL

Texas Pacific Land Corporation

May 06 • 04:00PM ET

571.44

Dollar change +9.82
Percentage change 1.75	%

Energy • Oil & Gas E&P • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

TPL Texas Pacific Land Corporation daily Stock Chart

Held by: VTI VXF VB QUAL VO VBK VIG VDE VUG IWP

Index	-	P/E	32.48	EPS (ttm)	17.59	Insider Own	0.82%	Shs Outstand	23.01M	Perf Week	-5.14%
Market Cap	13.15B	Forward P/E	7.82	EPS next Y	73.12	Insider Trans	1.11%	Shs Float	22.82M	Perf Month	-4.16%
Income	405.60M	PEG	1.62	EPS next Q	4.82	Inst Own	59.40%	Short Float	3.62%	Perf Quarter	19.97%
Sales	631.60M	P/S	20.81	EPS this Y	-8.60%	Inst Trans	0.69%	Short Ratio	10.92	Perf Half Y	-4.64%
Book/sh	45.33	P/B	12.61	EPS next Y	248.01%	ROA	38.70%	Short Interest	0.83M	Perf Year	24.12%
Cash/sh	31.52	P/C	18.13	EPS next 5Y	20.03%	ROE	43.60%	52W Range	422.07 - 666.67	Perf YTD	9.02%
Dividend Est.	-	P/FCF	36.72	EPS past 5Y	14.40%	ROI	35.90%	52W High	-14.28%	Beta	1.61
Dividend TTM	4.42 (0.77%)	Quick Ratio	-	Sales past 5Y	16.00%	Gross Margin	94.70%	52W Low	35.39%	ATR (14)	16.11
Dividend Ex-Date	Feb 29, 2024	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	77.00%	RSI (14)	47.92	Volatility	2.94% 2.89%
Employees	100	Debt/Eq	0.00	Sales Y/Y TTM	-	Profit Margin	64.20%	Recom	2.70	Target Price	660.71
Option/Short	No / Yes	LT Debt/Eq	0.00	EPS Q/Q	13.90%	Payout	23.20%	Rel Volume	0.74	Prev Close	561.62
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	9.20%	Earnings	May 08 AMC	Avg Volume	75.64K	Price	571.44
SMA20	-2.31%	SMA50	1.82%	SMA200	1.98%	Trades		Volume	55,982	Change	1.75%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-29-21	Initiated	Credit Suisse	Underperform	$800
Apr-01-21	Downgrade	Stifel	Buy → Hold	$1359
Jan-12-21	Initiated	BWS Financial	Buy	$1150
Jan-09-20	Initiated	Stifel	Buy	$937

May-01-24 10:01AM	Texas Pacific (TPL) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-24-24 09:35AM	Texas Pacific (TPL) Crossed Above the 20-Day Moving Average: What That Means for Investors (Zacks)
Apr-22-24 06:00AM	3 Energy Stocks to Sell Before Oil Prices Stall (InvestorPlace)
Apr-21-24 05:45AM	Think Crude Oil Is Going to $100 a Barrel? Then You'll Love These 3 Dividend Stocks. (Motley Fool)
Apr-18-24 04:15PM	Texas Pacific Land Corporation Sets Dates for First Quarter 2024 Earnings Release and Conference Call (Business Wire)
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Mar-07-24 06:08PM	Texas Pacific Land Corporation Announces Three-for-One Stock Split (Business Wire)
Feb-28-24 05:01PM	Murray Stahl's Horizon Kinetics Reduces Stake in Texas Pacific Land Corp (GuruFocus.com)
Feb-27-24 07:00AM	Delaware Supreme Court Affirms Ruling in Favor of Texas Pacific Land Corporation on Litigation Related to Stockholders Agreement (Business Wire)
Feb-26-24 07:21AM	Should You Hold Texas Pacific Land Corporation (TPL)? (Insider Monkey)
Feb-22-24 12:02AM	Decoding Texas Pacific Land Corp (TPL): A Strategic SWOT Insight (GuruFocus.com)
Feb-21-24 04:54PM	Texas Pacific Land Corp Reports Record Quarterly Royalty Production and Robust Financial ... (GuruFocus.com)
04:15PM	Texas Pacific Land Corporation Announces Fourth Quarter and Full Year 2023 Results (Business Wire)
Feb-08-24 03:05PM	Murray Stahl's Horizon Kinetics Reduces Stake in Texas Pacific Land Corp (GuruFocus.com)
Feb-06-24 05:03AM	Murray Stahl's Firm Reduces Stake in Texas Pacific Land Corp (GuruFocus.com)
Jan-25-24 04:15PM	Texas Pacific Land Corporation Sets Dates for Fourth Quarter and Full Year 2023 Earnings Release and Conference Call (Business Wire)
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Jan-22-24 11:48AM	3 Stocks with Major Insider Buying This Month (InvestorPlace)
Jan-16-24 02:48PM	3 Ways to Invest in U.S. Land Just Like This Chinese Billionaire (InvestorPlace)
Jan-15-24 07:16AM	Decline in Oil and Natural Gas Prices Affected Texas Pacific Land Corporation (TPL) in Q4 (Insider Monkey)
Dec-04-23 08:00AM	Delaware Court of Chancery Rules in Favor of Texas Pacific Land Corporation on Litigation Related to Stockholders Agreement (Business Wire) -8.54%
Nov-20-23 11:04PM	Director Rhys Best's Recent Insider Purchase of Texas Pacific Land Corp Shares (GuruFocus.com)
Nov-01-23 05:44PM	Texas Pacific Land Corp (TPL) Reports Q3 2023 Earnings: Net Income Drops to $105.6 Million (GuruFocus.com)
04:15PM	Texas Pacific Land Corporation Announces Third Quarter 2023 Results (Business Wire)
Oct-25-23 10:02AM	Earnings Preview: Texas Pacific (TPL) Q3 Earnings Expected to Decline (Zacks)
Oct-23-23 01:59AM	Texas Pacific Land Corporation (TPL) Contributed to Wedgewood Partners Performance in Q3 (Insider Monkey)
Oct-11-23 04:15PM	Texas Pacific Land Corporation Sets Dates for Third Quarter 2023 Earnings Release and Conference Call (Business Wire)
Oct-04-23 08:00AM	2 Top Dividend Stocks I Can't Wait to Buy in October (Motley Fool)
Sep-19-23 06:20AM	Is SPDR S&P Oil & Gas Exploration & Production ETF (XOP) a Strong ETF Right Now? (Zacks)
Sep-15-23 03:03PM	Director Murray Stahl Buys 20 Shares of Texas Pacific Land Corp (GuruFocus.com)
Sep-14-23 01:10PM	Director Murray Stahl Buys Shares of Texas Pacific Land Corp (GuruFocus.com)
Sep-12-23 12:21PM	Why Texas Pacific Land Corp's Stock Skyrocketed 32% in a Quarter: A Deep Dive (GuruFocus.com)
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Aug-14-23 07:01PM	Murray Stahl's Q2 2023 13F Filing Update: Key Trades and Portfolio Overview (GuruFocus.com)
Aug-05-23 04:47AM	Texas Pacific Land Corporation (NYSE:TPL) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-04-23 02:00PM	Texas Pacific Land Corp: A High-Performance Contender in the Oil & Gas Industry (GuruFocus.com) +6.27%
Aug-03-23 01:59PM	Texas Pacific Land Corp: A High-Performing Giant in the Oil & Gas Industry (GuruFocus.com) +9.96%
Aug-02-23 04:15PM	Texas Pacific Land Corporation Announces Second Quarter 2023 Results (Business Wire)
Aug-01-23 04:28PM	Texas Pacific Land Corporation Announces Board Refreshment (Business Wire)
06:32AM	Texas Pacific Land Corporation (NYSE:TPL) is a favorite amongst institutional investors who own 62% (Simply Wall St.)
Jul-24-23 01:02PM	GF Score Analysis: Texas Pacific Land Corp (TPL) (GuruFocus.com)
Jul-20-23 06:37AM	Heres Why Texas Pacific Land Corporation (TPL) Detracted in Q2 (Insider Monkey)
Jul-11-23 04:15PM	Texas Pacific Land Corporation Sets Dates for Second Quarter 2023 Earnings Release and Conference Call (Business Wire)
Jul-02-23 10:05AM	Here's Why Texas Pacific Land (NYSE:TPL) Has Caught The Eye Of Investors (Simply Wall St.)
Jun-13-23 02:24PM	25 Biggest Land Owners in the US (Insider Monkey)
Jun-02-23 04:37PM	12 Best Land and Timber Stocks To Buy (Insider Monkey)
Jun-01-23 03:10AM	What Makes Texas Pacific Land Corporation (TPL) an Attractive Investment? (Insider Monkey)
May-19-23 11:48AM	Is Weakness In Texas Pacific Land Corporation (NYSE:TPL) Stock A Sign That The Market Could be Wrong Given Its Strong Financial Prospects? (Simply Wall St.)
May-15-23 12:23PM	2 Extraordinary Growth Stocks to Buy at a Discount (Motley Fool)
10:28AM	Lion Long Term Partners LP, a Significant Stockholder of Texas Pacific Land Corporation Issues Open Letter to Stockholders and Proxy Advisors (GlobeNewswire)
May-05-23 11:59AM	Texas Pacific Land Corporation (NYSE:TPL) Q1 2023 Earnings Call Transcript (Insider Monkey)
May-03-23 04:15PM	Texas Pacific Land Corporation Announces First Quarter Results (Business Wire)
Apr-30-23 08:49AM	Calculating The Fair Value Of Texas Pacific Land Corporation (NYSE:TPL) (Simply Wall St.)
Apr-27-23 05:35AM	4 Growth Stocks to Buy and Hold Forever (Motley Fool)
Apr-19-23 04:15PM	Texas Pacific Land Corporation Sets Dates for First Quarter 2023 Earnings Release and Conference Call (Business Wire)
Apr-17-23 07:32AM	Should You Hold Texas Pacific Land Corporation (TPL) for the Long Term? (Insider Monkey)
Mar-27-23 07:24AM	Those who invested in Texas Pacific Land (NYSE:TPL) three years ago are up 342% (Simply Wall St.)
Mar-23-23 07:03AM	This Fund Company You've Never Heard Of Is Blowing The Doors Off (Investor's Business Daily)
Feb-22-23 04:15PM	Texas Pacific Land Corporation Announces Fourth Quarter and Full Year Results (Business Wire)
04:15PM	Texas Pacific Land Corporation and bpx energy Agree to Comprehensive Water and Surface Use Agreements (Business Wire)
Feb-21-23 02:03PM	Institutional investors in Texas Pacific Land Corporation (NYSE:TPL) see US$1.0b decrease in market cap last week, although long-term gains have benefitted them. (Simply Wall St.)
Feb-13-23 04:15PM	Texas Pacific Land Corporation Announces Quarterly Dividend (Business Wire)
Jan-31-23 05:20PM	Ozona Reaches Agreement to Lease Pore Space for Cost Effective Long-Term Sequestration of Carbon Dioxide (Business Wire)
Jan-26-23 06:44AM	Daily Vickers Top Buyers & Sellers for 01/26/2023 (Argus Research)
Jan-25-23 04:15PM	Texas Pacific Land Corporation Sets Dates for Fourth Quarter and Full Year 2022 Earnings Release and Conference Call (Business Wire)
Jan-24-23 06:00PM	Texas Pacific Land Corporation to Further Adjourn 2022 Annual Meeting of Stockholders (Business Wire)
06:48AM	Daily Vickers Top Buyers & Sellers for 01/24/2023 (Argus Research)
Jan-23-23 08:56AM	Is Now The Time To Put Texas Pacific Land (NYSE:TPL) On Your Watchlist? (Simply Wall St.)
Jan-20-23 12:34PM	Wedgewood Partners Top Q4 Contributor: Texas Pacific Land Corp. (TPL) (Insider Monkey)
06:55AM	Daily Vickers Top Buyers & Sellers for 01/20/2023 (Argus Research)
Jan-19-23 06:43AM	Daily Vickers Top Buyers & Sellers for 01/19/2023 (Argus Research)
Jan-18-23 06:28AM	Daily Vickers Top Buyers & Sellers for 01/18/2023 (Argus Research)
Jan-13-23 06:56AM	Daily Vickers Top Buyers & Sellers for 01/13/2023 (Argus Research)
Jan-11-23 06:53AM	Daily Vickers Top Buyers & Sellers for 01/11/2023 (Argus Research)
Jan-09-23 06:31AM	Daily Vickers Top Buyers & Sellers for 01/09/2023 (Argus Research)
06:13AM	Insiders of Texas Pacific Land Corporation (NYSE:TPL) are probably glad they bought last year as their US$2.1m investment now stands at US$2.6m (Simply Wall St.)
Jan-02-23 01:50PM	12 Best Performing Growth Stocks in 2022 (Insider Monkey)
Dec-28-22 10:28PM	12 Best Performing Energy Stocks in 2022 (Insider Monkey) -5.58%
Dec-15-22 12:30PM	16 Large-Cap Stocks with Insider Buying (Insider Monkey)
Dec-10-22 09:53AM	Are Robust Financials Driving The Recent Rally In Texas Pacific Land Corporation's (NYSE:TPL) Stock? (Simply Wall St.)
Dec-08-22 09:03AM	10 Best Performing Energy ETFs in 2022 (Insider Monkey)
Nov-18-22 08:18PM	Is Texas Pacific Land Corporation (TPL) Stock a Safe Investment Avenue? (Insider Monkey)
Nov-14-22 11:50AM	Texas Pacific Land Corporation shareholder Gabi Gliksberg shares public letter to stockholders about upcoming Annual Meeting, outlines why he plans to vote against Board recommendations (GlobeNewswire)
Nov-10-22 11:01AM	Lion Long Term Partners LP, a Significant Stockholder of Texas Pacific Land Corporation Issues Statement In Response to Texas Pacific Land Corporation Stockholder Letter From Board (GlobeNewswire)
05:14AM	Here's Why Texas Pacific Land Corporation's (NYSE:TPL) CEO May Deserve A Raise (Simply Wall St.)
Nov-08-22 08:13AM	Texas Pacific Land Third Quarter 2022 Earnings: Beats Expectations (Simply Wall St.)
Nov-07-22 05:16PM	Lion Long Term Partners LP, a significant shareholder of Texas Pacific Land Corporation, Issues Statement In Response to Texas Pacific Land Corporation Board Comments (GlobeNewswire) +5.81%
Nov-02-22 04:15PM	Texas Pacific Land Corporation Announces Third Quarter 2022 Results (Business Wire)
Nov-01-22 10:19AM	A Look At The Fair Value Of Texas Pacific Land Corporation (NYSE:TPL) (Simply Wall St.)
Oct-25-22 06:53PM	Lion Long Term Partners LP, a Significant Shareholder of Texas Pacific and Land Corporation, Urges Shareholders to Vote Against Proposal 4 at Upcoming Annual Meeting (GlobeNewswire)
Oct-20-22 02:34PM	10 Best Guru Stocks To Buy Now (Insider Monkey)
Oct-18-22 04:15PM	Texas Pacific Land Corporation Sets Dates for Third Quarter 2022 Earnings Release and Conference Call (Business Wire)
Oct-17-22 11:44AM	Do You Find Texas Pacific Land Corporation (TPL) Stock Attractive? (Insider Monkey)
09:37AM	Texas Pacific Land (NYSE:TPL) shareholders have earned a 40% CAGR over the last five years (Simply Wall St.)
Oct-08-22 09:00AM	Here Are the Few Stock-Fund Managers Who Managed to Post Gains Over the Past Year (The Wall Street Journal)
Sep-30-22 10:08AM	Will Texas Pacific Land Corporation (TPL) Continue to Grow at a Rapid Pace? (Insider Monkey)
Sep-27-22 01:40PM	RiverPark Funds Top Q2 Performer: Texas Pacific Land (TPL) (Insider Monkey)
Sep-14-22 02:34PM	Texas Pacific Land Corporation's (NYSE:TPL) institutional investors lost 5.8% over the past week but have profited from longer-term gains (Simply Wall St.) +6.11%
Sep-09-22 08:00AM	Texas Pacific Land Corporation and WaterBridge NDB LLC Form Delaware Basin Water Development and Sustainability Alliance (Business Wire)
Aug-16-22 07:30AM	Does Texas Pacific Land (NYSE:TPL) Deserve A Spot On Your Watchlist? (Simply Wall St.)
Aug-03-22 04:15PM	Texas Pacific Land Corporation Announces Second Quarter Results (Business Wire)
Aug-02-22 06:10AM	Bullish Texas Pacific Land Corporation (NYSE:TPL) insiders filled their treasuries with US$1.7m worth of stock over last year (Simply Wall St.)
Jul-19-22 11:41AM	Heres Why You Should Definitely Consider Buying TPL Shares (Insider Monkey)

Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses. The company owns a 1/128th nonparticipating perpetual oil and gas royalty interest (NPRI) under approximately 85,000 acres of land; a 1/16th NPRI under approximately 371,000 acres of land; and approximately 4,000 additional net royalty acres, total of approximately 195,000 NRA located in the western part of Texas. The Land and Resource Management segment manages surface acres of land, and oil and gas royalty interest in West Texas. This segment also engages in easements, such as transporting oil, gas and related hydrocarbons, power line and utility, and subsurface wellbore easements. In addition, this segment leases its land for processing, storage, and compression facilities and roads; and is involved in sale of materials, such as caliche, sand, and other material, as well as sells land. The Water Services and Operations segment provides full-service water offerings, including water sourcing, produced-water treatment, infrastructure development, and disposal solutions to operators in the Permian Basin. This segment also holds produced water royalties. Texas Pacific Land Corporation was founded in 1888 and is headquartered in Dallas, Texas.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
HORIZON KINETICS ASSET MANAGEM	10% Owner	May 03 '24	Buy	561.48	3	1,684	1,084,974	May 06 11:45 AM
HORIZON KINETICS ASSET MANAGEM	10% Owner	May 02 '24	Buy	560.50	3	1,682	1,084,971	May 03 01:52 PM
HORIZON KINETICS ASSET MANAGEM	10% Owner	May 01 '24	Buy	558.69	3	1,676	1,084,968	May 02 12:55 PM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 30 '24	Buy	576.30	3	1,729	1,084,965	May 01 11:33 AM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 29 '24	Buy	602.40	3	1,807	1,084,962	Apr 30 10:53 AM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 26 '24	Buy	595.67	3	1,787	1,084,959	Apr 29 11:48 AM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 25 '24	Buy	592.02	3	1,776	1,084,956	Apr 26 11:51 AM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 24 '24	Buy	589.01	3	1,767	1,084,953	Apr 25 10:12 AM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 23 '24	Buy	587.81	3	1,763	1,084,950	Apr 24 10:38 AM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 22 '24	Buy	585.81	3	1,757	1,084,947	Apr 23 10:48 AM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 19 '24	Buy	582.60	3	1,748	1,084,944	Apr 22 11:25 AM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 18 '24	Buy	582.40	3	1,747	1,084,941	Apr 19 01:04 PM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 17 '24	Buy	584.96	3	1,755	1,084,938	Apr 18 10:55 AM
HORIZON KINETICS ASSET MANAGEM	10% Owner	Apr 16 '24	Buy	586.93	3	1,761	1,084,935	Apr 17 04:55 PM
STAHL MURRAY	Director	Apr 15 '24	Buy	583.91	9	5,255	591,873	Apr 16 11:35 AM
STAHL MURRAY	Director	Apr 15 '24	Buy	583.91	3	1,752	7,650	Apr 16 11:35 AM
STAHL MURRAY	Director	Apr 12 '24	Buy	605.72	9	5,451	591,870	Apr 15 11:22 AM
STAHL MURRAY	Director	Apr 12 '24	Buy	605.72	3	1,817	7,647	Apr 15 11:22 AM
STAHL MURRAY	Director	Apr 11 '24	Buy	601.52	9	5,414	591,867	Apr 12 01:00 PM
STAHL MURRAY	Director	Apr 11 '24	Buy	601.52	3	1,805	7,644	Apr 12 01:00 PM
STAHL MURRAY	Director	Apr 10 '24	Buy	594.22	9	5,348	591,864	Apr 11 12:34 PM
STAHL MURRAY	Director	Apr 10 '24	Buy	594.22	3	1,783	7,641	Apr 11 12:34 PM
STAHL MURRAY	Director	Apr 09 '24	Buy	589.41	9	5,305	591,861	Apr 10 01:44 PM
STAHL MURRAY	Director	Apr 09 '24	Buy	589.41	3	1,768	7,638	Apr 10 01:44 PM
STAHL MURRAY	Director	Apr 08 '24	Buy	579.12	9	5,212	591,858	Apr 09 11:28 AM
STAHL MURRAY	Director	Apr 08 '24	Buy	579.12	3	1,737	7,635	Apr 09 11:28 AM
STAHL MURRAY	Director	Apr 05 '24	Buy	596.22	9	5,366	591,855	Apr 08 11:11 AM
STAHL MURRAY	Director	Apr 05 '24	Buy	596.22	3	1,789	7,632	Apr 08 11:11 AM
STAHL MURRAY	Director	Apr 04 '24	Buy	597.16	9	5,374	591,852	Apr 05 01:51 PM
STAHL MURRAY	Director	Apr 04 '24	Buy	597.16	3	1,791	7,629	Apr 05 01:51 PM
STAHL MURRAY	Director	Apr 03 '24	Buy	586.90	9	5,282	591,849	Apr 04 11:56 AM
STAHL MURRAY	Director	Apr 03 '24	Buy	586.90	3	1,761	7,626	Apr 04 11:56 AM
STAHL MURRAY	Director	Apr 02 '24	Buy	575.66	9	5,181	591,846	Apr 03 11:55 AM
STAHL MURRAY	Director	Apr 02 '24	Buy	575.66	3	1,727	7,623	Apr 03 11:55 AM
STAHL MURRAY	Director	Apr 01 '24	Buy	571.09	9	5,140	591,843	Apr 02 11:29 AM
STAHL MURRAY	Director	Apr 01 '24	Buy	571.09	3	1,713	7,620	Apr 02 11:29 AM
STAHL MURRAY	Director	Mar 28 '24	Buy	578.51	9	5,207	591,840	Apr 01 11:39 AM
STAHL MURRAY	Director	Mar 28 '24	Buy	578.51	3	1,736	7,617	Apr 01 11:39 AM
STAHL MURRAY	Director	Mar 27 '24	Buy	576.33	9	5,187	591,837	Mar 28 03:41 PM
STAHL MURRAY	Director	Mar 27 '24	Buy	576.33	3	1,729	7,614	Mar 28 03:41 PM
STAHL MURRAY	Director	Mar 26 '24	Buy	1679.18	9	15,113	197,278	Mar 27 03:38 PM
STAHL MURRAY	Director	Mar 26 '24	Buy	1679.18	3	5,038	2,537	Mar 27 03:38 PM
STAHL MURRAY	Director	Mar 25 '24	Buy	1724.56	9	15,521	197,275	Mar 26 02:07 PM
STAHL MURRAY	Director	Mar 25 '24	Buy	1724.56	3	5,174	2,534	Mar 26 02:07 PM
STAHL MURRAY	Director	Mar 22 '24	Buy	1685.87	9	15,173	197,272	Mar 25 11:05 AM
STAHL MURRAY	Director	Mar 22 '24	Buy	1685.87	3	5,058	2,531	Mar 25 11:05 AM
STAHL MURRAY	Director	Mar 21 '24	Buy	1699.96	9	15,300	197,269	Mar 22 11:59 AM
STAHL MURRAY	Director	Mar 21 '24	Buy	1699.96	3	5,100	2,528	Mar 22 11:59 AM
STAHL MURRAY	Director	Mar 20 '24	Buy	1691.80	6	10,151	197,266	Mar 21 04:49 PM
STAHL MURRAY	Director	Mar 20 '24	Buy	1691.80	3	5,075	2,525	Mar 21 04:49 PM
STAHL MURRAY	Director	Mar 19 '24	Buy	1686.00	9	15,174	197,265	Mar 20 11:51 AM
STAHL MURRAY	Director	Mar 19 '24	Buy	1686.00	3	5,058	2,522	Mar 20 11:51 AM
STAHL MURRAY	Director	Mar 18 '24	Buy	1670.10	9	15,031	197,262	Mar 19 12:50 PM
STAHL MURRAY	Director	Mar 18 '24	Buy	1670.10	3	5,010	2,519	Mar 19 12:50 PM
STAHL MURRAY	Director	Mar 15 '24	Buy	1666.49	9	14,998	197,259	Mar 18 10:52 AM
STAHL MURRAY	Director	Mar 15 '24	Buy	1666.49	3	4,999	2,516	Mar 18 10:52 AM
Roosa Robert M.	Director	Mar 14 '24	Buy	1641.22	300	492,366	150	Mar 15 04:00 PM
STAHL MURRAY	Director	Mar 14 '24	Buy	1642.81	9	14,785	197,256	Mar 15 02:19 PM
STAHL MURRAY	Director	Mar 14 '24	Buy	1642.81	3	4,928	2,513	Mar 15 02:19 PM
OLIVER ERIC L	Director	Mar 13 '24	Buy	1620.73	100	162,073	131,100	Mar 13 06:05 PM
STAHL MURRAY	Director	Mar 13 '24	Buy	1606.47	9	14,458	197,253	Mar 14 11:38 AM
STAHL MURRAY	Director	Mar 13 '24	Buy	1606.47	3	4,819	2,510	Mar 14 11:38 AM
OLIVER ERIC L	Director	Mar 12 '24	Buy	1567.81	100	156,781	131,000	Mar 13 06:05 PM
STAHL MURRAY	Director	Mar 12 '24	Buy	1575.47	9	14,179	197,250	Mar 13 01:43 PM
STAHL MURRAY	Director	Mar 12 '24	Buy	1575.47	3	4,726	2,507	Mar 13 01:43 PM
OLIVER ERIC L	Director	Mar 11 '24	Buy	1541.95	100	154,195	130,900	Mar 13 06:05 PM
STAHL MURRAY	Director	Mar 11 '24	Buy	1553.02	9	13,977	197,247	Mar 12 12:04 PM
STAHL MURRAY	Director	Mar 11 '24	Buy	1553.02	3	4,659	2,504	Mar 12 12:04 PM
STAHL MURRAY	Director	Mar 08 '24	Buy	1527.72	9	13,749	197,244	Mar 11 11:08 AM
STAHL MURRAY	Director	Mar 08 '24	Buy	1527.72	3	4,583	2,501	Mar 11 11:08 AM
STAHL MURRAY	Director	Mar 07 '24	Buy	1501.62	9	13,515	197,241	Mar 08 11:49 AM
STAHL MURRAY	Director	Mar 07 '24	Buy	1501.62	3	4,505	2,498	Mar 08 11:49 AM
OLIVER ERIC L	Director	Mar 06 '24	Buy	1500.00	100	150,000	130,800	Mar 06 04:56 PM
STAHL MURRAY	Director	Mar 06 '24	Buy	1485.44	9	13,369	197,238	Mar 07 11:57 AM
STAHL MURRAY	Director	Mar 06 '24	Buy	1485.44	3	4,456	2,495	Mar 07 11:57 AM
OLIVER ERIC L	Director	Mar 05 '24	Buy	1552.47	100	155,247	130,700	Mar 06 04:56 PM
STAHL MURRAY	Director	Mar 05 '24	Buy	1515.70	9	13,641	197,235	Mar 06 11:18 AM
STAHL MURRAY	Director	Mar 05 '24	Buy	1515.70	3	4,547	2,492	Mar 06 11:18 AM
OLIVER ERIC L	Director	Mar 04 '24	Buy	1542.35	100	154,235	130,600	Mar 06 04:56 PM
STAHL MURRAY	Director	Mar 04 '24	Buy	1538.29	9	13,845	197,232	Mar 05 12:03 PM
STAHL MURRAY	Director	Mar 04 '24	Buy	1538.29	3	4,615	2,489	Mar 05 12:03 PM
STAHL MURRAY	Director	Mar 01 '24	Buy	1565.72	9	14,091	197,229	Mar 04 12:41 PM
STAHL MURRAY	Director	Mar 01 '24	Buy	1565.72	3	4,697	2,486	Mar 04 12:41 PM
STAHL MURRAY	Director	Feb 29 '24	Buy	1575.42	9	14,179	197,226	Mar 01 02:09 PM
STAHL MURRAY	Director	Feb 29 '24	Buy	1575.42	3	4,726	2,483	Mar 01 02:09 PM
STAHL MURRAY	Director	Feb 28 '24	Buy	1542.27	9	13,880	197,223	Feb 29 02:22 PM
STAHL MURRAY	Director	Feb 28 '24	Buy	1542.27	3	4,627	2,480	Feb 29 02:22 PM
STAHL MURRAY	Director	Feb 27 '24	Buy	1587.10	9	14,284	197,220	Feb 28 01:43 PM
STAHL MURRAY	Director	Feb 27 '24	Buy	1587.10	3	4,761	2,477	Feb 28 01:43 PM
STAHL MURRAY	Director	Feb 26 '24	Buy	1560.23	9	14,042	197,217	Feb 27 12:37 PM
STAHL MURRAY	Director	Feb 26 '24	Buy	1560.23	3	4,681	2,474	Feb 27 12:37 PM
STAHL MURRAY	Director	Feb 23 '24	Buy	1561.36	9	14,052	197,214	Feb 26 03:25 PM
STAHL MURRAY	Director	Feb 23 '24	Buy	1561.36	3	4,684	2,471	Feb 26 03:25 PM
STAHL MURRAY	Director	Feb 22 '24	Buy	24579.10	9	221,212	197,211	Feb 23 11:29 AM
STAHL MURRAY	Director	Feb 22 '24	Buy	1563.42	3	4,690	2,468	Feb 23 11:29 AM
STAHL MURRAY	Director	Feb 21 '24	Buy	1522.38	9	13,701	197,208	Feb 22 01:16 PM
STAHL MURRAY	Director	Feb 21 '24	Buy	1522.38	3	4,567	2,465	Feb 22 01:16 PM
STAHL MURRAY	Director	Feb 20 '24	Buy	1490.98	9	13,419	197,205	Feb 21 12:41 PM
STAHL MURRAY	Director	Feb 20 '24	Buy	1490.98	3	4,473	2,462	Feb 21 12:41 PM
STAHL MURRAY	Director	Feb 16 '24	Buy	1511.81	9	13,606	197,202	Feb 20 11:41 AM

Open in Screener

NPCT

Nuveen Core Plus Impact Fund

May 06 • 04:00PM ET

10.34

Dollar change +0.05
Percentage change 0.49	%

Financial • Closed-End Fund - Debt • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

NPCT Nuveen Core Plus Impact Fund daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-	Insider Own	-	Shs Outstand	28.75M	Perf Week	2.17%
Market Cap	297.33M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	28.75M	Perf Month	0.29%
Income	-	PEG	-	EPS next Q	-	Inst Own	42.80%	Short Float	0.08%	Perf Quarter	-0.67%
Sales	-	P/S	-	EPS this Y	-	Inst Trans	-	Short Ratio	0.27	Perf Half Y	9.88%
Book/sh	-	P/B	-	EPS next Y	-	ROA	-	Short Interest	0.02M	Perf Year	2.74%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W Range	8.58 - 10.63	Perf YTD	2.58%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-	52W High	-2.73%	Beta	0.82
Dividend TTM	0.92 (8.85%)	Quick Ratio	-	Sales past 5Y	-	Gross Margin	-	52W Low	20.51%	ATR (14)	0.08
Dividend Ex-Date	Apr 12, 2024	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	-	RSI (14)	63.49	Volatility	0.67% 0.73%
Employees	-	Debt/Eq	-	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-	Payout	145.90%	Rel Volume	1.93	Prev Close	10.29
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	-	Earnings	-	Avg Volume	85.91K	Price	10.34
SMA20	2.38%	SMA50	1.13%	SMA200	4.60%	Trades		Volume	165,556	Change	0.49%

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Saba Capital Management, L.P.	10% Owner	Apr 29 '24	Buy	10.10	19,191	193,829	3,352,378	May 01 10:25 AM
Saba Capital Management, L.P.	10% Owner	Apr 25 '24	Buy	10.03	68,072	682,762	3,333,187	Apr 26 11:48 AM
Saba Capital Management, L.P.	10% Owner	Apr 03 '24	Buy	10.29	28,324	291,454	3,265,115	Apr 05 02:22 PM
Saba Capital Management, L.P.	10% Owner	Apr 02 '24	Buy	10.26	30,848	316,500	3,236,791	Apr 03 01:53 PM
Saba Capital Management, L.P.	10% Owner	Mar 19 '24	Buy	10.28	13,886	142,748	3,205,943	Mar 20 12:06 PM
Saba Capital Management, L.P.	10% Owner	Mar 13 '24	Buy	10.36	100	1,036	3,192,057	Mar 15 11:54 AM
Saba Capital Management, L.P.	10% Owner	Mar 12 '24	Buy	10.34	3,056	31,599	3,191,957	Mar 12 05:59 PM
Saba Capital Management, L.P.	10% Owner	Mar 11 '24	Buy	10.34	9,650	99,781	3,188,901	Mar 12 05:59 PM
Saba Capital Management, L.P.	10% Owner	Mar 08 '24	Buy	10.33	146,466	1,512,994	3,179,251	Mar 11 02:47 PM
Saba Capital Management, L.P.	10% Owner	Mar 07 '24	Buy	10.31	53,622	552,843	3,032,785	Mar 11 02:47 PM
Saba Capital Management, L.P.	10% Owner	Dec 18 '23	Buy	10.11	25,106	253,822	2,979,163	Dec 19 03:41 PM

Open in Screener

KEX

Kirby Corp.

May 06 • 04:00PM ET

112.00

Dollar change +1.48
Percentage change 1.34	%

Industrials • Marine Shipping • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: IJH VTI VB VBR VXF SCHA DFAT FXR IJJ IWR

Index	-	P/E	26.41	EPS (ttm)	4.24	Insider Own	1.03%	Shs Outstand	58.63M	Perf Week	1.83%
Market Cap	6.55B	Forward P/E	17.41	EPS next Y	6.43	Insider Trans	-11.83%	Shs Float	57.87M	Perf Month	13.31%
Income	252.25M	PEG	8.25	EPS next Q	1.27	Inst Own	96.72%	Short Float	1.79%	Perf Quarter	33.32%
Sales	3.15B	P/S	2.08	EPS this Y	39.67%	Inst Trans	0.41%	Short Ratio	2.35	Perf Half Y	45.47%
Book/sh	54.33	P/B	2.06	EPS next Y	23.84%	ROA	3.95%	Short Interest	1.04M	Perf Year	58.28%
Cash/sh	1.29	P/C	87.06	EPS next 5Y	3.20%	ROE	8.01%	52W Range	69.22 - 114.35	Perf YTD	42.71%
Dividend Est.	-	P/FCF	47.28	EPS past 5Y	23.26%	ROI	5.90%	52W High	-2.05%	Beta	1.15
Dividend TTM	-	Quick Ratio	1.01	Sales past 5Y	2.10%	Gross Margin	23.58%	52W Low	61.79%	ATR (14)	2.52
Dividend Ex-Date	Aug 08, 1989	Current Ratio	1.68	EPS Y/Y TTM	75.84%	Oper. Margin	11.82%	RSI (14)	74.21	Volatility	1.62% 2.38%
Employees	5450	Debt/Eq	0.33	Sales Y/Y TTM	7.69%	Profit Margin	8.01%	Recom	1.00	Target Price	124.00
Option/Short	Yes / Yes	LT Debt/Eq	0.33	EPS Q/Q	76.24%	Payout	0.00%	Rel Volume	1.19	Prev Close	110.52
Sales Surprise	3.00%	EPS Surprise	20.70%	Sales Q/Q	7.67%	Earnings	Apr 25 BMO	Avg Volume	441.31K	Price	112.00
SMA20	9.33%	SMA50	17.35%	SMA200	33.42%	Trades		Volume	524,179	Change	1.34%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-22-24	Initiated	Wolfe Research	Outperform	$126
Jan-28-22	Upgrade	BTIG Research	Neutral → Buy	$80
Oct-12-21	Upgrade	Stifel	Hold → Buy	$64 → $65
May-07-21	Downgrade	Gabelli & Co	Buy → Hold
Nov-18-20	Upgrade	BofA Securities	Neutral → Buy	$42 → $54
Apr-16-20	Initiated	The Benchmark Company	Buy	$65
Jan-31-20	Downgrade	Stifel	Buy → Hold	$85 → $84
Jan-31-20	Downgrade	Jefferies	Buy → Hold	$95 → $85
Jan-31-20	Downgrade	BofA/Merrill	Buy → Neutral	$84
Dec-19-19	Upgrade	Seaport Global Securities	Neutral → Buy	$100
Jul-29-19	Upgrade	Stephens	Equal-Weight → Overweight	$93 → $96
May-03-19	Upgrade	BofA/Merrill	Underperform → Buy
Jan-10-19	Downgrade	Wells Fargo	Outperform → Market Perform
Jul-30-18	Upgrade	Gabelli & Co	Hold → Buy
Apr-05-18	Resumed	Stifel	Buy	$88
Feb-02-18	Upgrade	Evercore ISI	In-line → Outperform
Jan-22-18	Upgrade	Wells Fargo	Market Perform → Outperform
Jan-16-18	Initiated	Gabelli & Co	Hold	$80
Jun-15-17	Reiterated	Stifel	Hold	$71 → $69
Apr-27-17	Reiterated	Cowen	Market Perform	$65 → $70

Show Previous Ratings

May-06-24 08:50AM	Recent Price Trend in Kirby (KEX) is Your Friend, Here's Why (Zacks)
May-02-24 10:16AM	Here's Why Investors Should Buy Kirby (KEX) Stock Right Now (Zacks)
May-01-24 09:50AM	Why Kirby (KEX) is a Top Momentum Stock for the Long-Term (Zacks)
Apr-30-24 12:45PM	Looking for a Growth Stock? 3 Reasons Why Kirby (KEX) is a Solid Choice (Zacks)
12:00PM	Kirby (KEX) is a Great Momentum Stock: Should You Buy? (Zacks)
09:45AM	Loading…
09:45AM	Here's Why Kirby (KEX) is a Strong Growth Stock (Zacks)
09:18AM	Kirby Corporation (NYSE:KEX) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-26-24 01:06PM	Kirby (KEX) Q1 Earnings & Revenues Surpass Estimates, Up Y/Y (Zacks)
09:15AM	Kirby Corporation (KEX) Hits Fresh High: Is There Still Room to Run? (Zacks)
03:05AM	Kirby Corp (KEX) Q1 2024 Earnings Call Transcript Highlights: Strong Performance Amidst ... (GuruFocus.com)
Apr-25-24 05:38PM	Kirby Corp (KEX) Surpasses Analyst Earnings Estimates in Q1 2024 (GuruFocus.com) +10.99%
10:00AM	Kirby (KEX) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:20AM	Kirby (KEX) Q1 Earnings and Revenues Surpass Estimates (Zacks)
07:22AM	Kirby: Q1 Earnings Snapshot (Associated Press Finance)
07:00AM	Kirby Corporation Announces 2024 First Quarter Results (GlobeNewswire)
09:15AM	Loading…
Apr-24-24 09:15AM	Seeking Clues to Kirby (KEX) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Apr-22-24 12:10PM	Will Kirby (KEX) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Apr-18-24 08:50AM	Kirby (KEX) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
Apr-08-24 07:38AM	Here's Why Kirby (KEX) Stock Is a Compelling Portfolio Addition (Zacks)
Apr-04-24 09:15AM	Kirby Corporation (KEX) Hit a 52 Week High, Can the Run Continue? (Zacks)
Apr-02-24 08:50AM	Here's Why Momentum in Kirby (KEX) Should Keep going (Zacks)
Mar-28-24 04:00PM	Kirby Corporation Announces Date for 2024 First Quarter Earnings Release and Earnings Webcast (GlobeNewswire)
01:00PM	Insider Sell: President of Kirby Engine Systems Dorman Strahan Sells 3,423 Shares of Kirby Corp ... (GuruFocus.com)
Mar-25-24 06:05PM	Kirby Stock At Highest Price Since '14; Transports Black Gold (Investor's Business Daily)
05:01PM	Insider Sell: Exec VP and CFO Raj Kumar Sells 2,228 Shares of Kirby Corp (KEX) (GuruFocus.com)
Mar-04-24 09:43AM	Here's Why You Should Hold on to Kirby (KEX) Stock Now (Zacks)
Feb-27-24 01:00PM	Insider Sell: Exec VP and CFO Raj Kumar Sells 1,670 Shares of Kirby Corp (KEX) (GuruFocus.com)
11:21AM	Kirby (KEX) Share Price Increases 6.7% Since Q4 Earnings Beat (Zacks)
Feb-26-24 09:15AM	Kirby Corporation (KEX) Soars to 52-Week High, Time to Cash Out? (Zacks)
Feb-23-24 01:00PM	Director Richard Stewart Sells 3,000 Shares of Kirby Corp (KEX) (GuruFocus.com)
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Feb-14-24 01:00PM	Kirby Corp President & CEO David Grzebinski Sells 18,000 Shares (GuruFocus.com)
Feb-09-24 04:00PM	Kirby Corporation to Present at the Stifel 2024 Transportation and Logistics Conference (GlobeNewswire)
Feb-08-24 11:03AM	Kirby Corp Vice President and Controller Ronald Dragg Sells 1,413 Shares (GuruFocus.com)
Feb-02-24 08:56AM	Kirby Corporation (NYSE:KEX) Q4 2023 Earnings Call Transcript (Insider Monkey)
01:06AM	Q4 2023 Kirby Corp Earnings Call (Thomson Reuters StreetEvents)
Feb-01-24 05:38PM	Kirby Corp (KEX) Reports Strong Earnings Growth and Positive Outlook for 2024 (GuruFocus.com)
07:54AM	Kirby Q4 Results Top Estimates; Elects Richard Alario To Succeed Joseph Pyne As Chairman (RTT News)
07:25AM	Kirby: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	Kirby Corporation Announces 2023 Fourth Quarter and Full Year Results (GlobeNewswire)
Jan-08-24 01:54PM	Here's Why You Should Invest in Kirby (KEX) Stock Right Now (Zacks)
Jan-02-24 04:05PM	Kirby Corporation Announces Date for 2023 Fourth Quarter Earnings Release and Earnings Webcast (GlobeNewswire)
Dec-15-23 12:47PM	Here's Why Investors Should Retain Kirby (KEX) Stock Now (Zacks)
Dec-04-23 01:53PM	LIVE: White House press secretary Karine Jean-Pierre and NSC's John Kirby hold a briefing 12/4/23 (CNBC TV)
Nov-30-23 02:34PM	Scott Kirby on new early baggage system: (CNBC TV)
12:38PM	LIVE: White House press secretary Karine Jean-Pierre and NSC's John Kirby hold a briefing 11/30/23 (CNBC TV)
Nov-28-23 02:19AM	13 Best Shipping and Container Stocks To Buy (Insider Monkey)
Nov-27-23 11:21AM	LIVE: White House press secretary Karine Jean-Pierre and NSC's John Kirby hold a briefing 11/27/23 (CNBC TV)
Nov-09-23 05:00PM	Kirby Corporation to Present at the Stephens NASH2023 Investment Conference (GlobeNewswire)
Nov-01-23 12:30PM	Top Shipping Stocks for Q4 2023 (Investopedia)
09:26AM	Kirby (KEX) Stock Declines 3.5% Since Q3 Earnings Release (Zacks)
Oct-28-23 09:08AM	Kirby Corporation (NYSE:KEX) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-27-23 09:45AM	Why Kirby (KEX) is a Top Growth Stock for the Long-Term (Zacks)
06:02AM	Zacks Industry Outlook Highlights Kirby, Teekay Tankers and Ardmore Shipping (Zacks)
Oct-26-23 10:40PM	Q3 2023 Kirby Corp Earnings Call (Thomson Reuters StreetEvents)
12:44PM	Kirby Corp (KEX) Announces Q3 2023 Earnings: A Year-Over-Year Increase of 62% (GuruFocus.com)
10:19AM	3 Shipping Stocks to Bet on From a Promising Industry (Zacks)
07:22AM	Kirby: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	Kirby Corporation Announces 2023 Third Quarter Results (GlobeNewswire)
Oct-20-23 02:28PM	It makes more sense to be taking fixed income risk than equity risk, says Thornburg Funds' Kirby (CNBC TV)
Oct-18-23 11:42AM	J.B. Hunt (JBHT) Q3 Earnings & Revenues Lag Estimates, Down Y/Y (Zacks)
Oct-17-23 01:07PM	What's in Store for GATX Corporation (GATX) in Q3 Earnings? (Zacks)
01:06PM	What's in Store for Canadian National (CNI) in Q3 Earnings? (Zacks)
Oct-13-23 11:29AM	CSX Gears Up to Report Q3 Earnings: What's in the Cards? (Zacks)
10:14AM	Is a Beat in Store for Alaska Air (ALK) in Q3 Earnings? (Zacks)
Oct-12-23 12:16PM	Union Pacific (UNP) Gears Up for Q3 Earnings: What's in Store? (Zacks)
12:15PM	Delta Air Lines (DAL) Q3 Earnings & Revenues Top, EPS View Cut (Zacks)
Oct-10-23 03:40PM	It makes sense to diversify internationally as the dollar strengthens, says Thornburg Funds' Kirby (CNBC TV)
11:59AM	What's in the Cards for J.B. Hunt (JBHT) in Q3 Earnings? (Zacks)
11:01AM	What's in the Offing for United Airlines (UAL) in Q3 Earnings? (Zacks)
Oct-04-23 07:01PM	Insider Sell: Kirby Corp CEO David Grzebinski Sells 5,000 Shares (GuruFocus.com)
Sep-29-23 09:45AM	Here's Why Kirby (KEX) is a Strong Growth Stock (Zacks)
Sep-28-23 04:00PM	Kirby Corporation Announces Date For 2023 Third Quarter Earnings Release And Earnings Webcast (GlobeNewswire)
Sep-26-23 09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Sep-25-23 06:39PM	Top Stock Picks for Week of September 25, 2023 (Zacks)
10:28AM	Leading Tanker, LNG, LPG Companies Presenting at 15th Annual Capital Link/DNB New York Maritime Forum (GlobeNewswire)
Sep-14-23 09:06AM	Insider Sell: Director Richard Stewart Sells 3,000 Shares of Kirby Corp (KEX) (GuruFocus.com)
08:41AM	5 Low-Leverage Stocks to Buy as U.S. Consumer Price Rises (Zacks)
Sep-08-23 01:26PM	Kirby (KEX) Touches 52-Week High: What's Driving the Stock? (Zacks)
05:01AM	Insider Sell: Kirby Corp President & CEO David Grzebinski Sells 26,634 Shares (GuruFocus.com)
Sep-04-23 09:15AM	Kirby Corporation (KEX) Hits Fresh High: Is There Still Room to Run? (Zacks)
Aug-30-23 12:59PM	6 Reasons Why Investors Should Bet on Kirby (KEX) Stock Now (Zacks)
09:04AM	5 Low-Leverage Stocks to Buy as Technology Makes a Comeback (Zacks)
Aug-29-23 09:45AM	Why Kirby (KEX) is a Top Growth Stock for the Long-Term (Zacks)
09:18AM	3 Shipping Stocks Up 20% Year to Date With More Room to Grow (Zacks)
Aug-25-23 11:00AM	Nations First Plug-in Hybrid Electric Inland Towing Vessel Christened in Houston (GlobeNewswire)
Aug-24-23 05:10PM	How much money do shipping CEOs make? Heres their 2022 pay info (FreightWaves)
Aug-23-23 09:51PM	Boat Christening Ceremony to Celebrate Nations First Plug-In Hybrid Inland Towing Vessel (GlobeNewswire)
11:12AM	Here's Why Investors Should Hold Copa Holdings (CPA) Now (Zacks)
Aug-22-23 07:10PM	Here's Why One Should Sell Canadian Pacific Kansas City (CP) (Zacks)
Aug-21-23 01:44PM	Here's Why Investors Should Hold FedEx (FDX) in Portfolios Now (Zacks)
Aug-18-23 01:51PM	Here's Why Investors Should Hold Canadian National (CNI) Now (Zacks)
08:40AM	Allegiant (ALGT) Extends Deal With Technicians by Two Years (Zacks)
Aug-17-23 11:05AM	Spirit Airlines (SAVE) Falls 34.2% in a Year: Here's Why (Zacks)
Aug-16-23 12:18PM	6 Reasons Why Delta (DAL) Should be in Your Portfolio Now (Zacks)
11:33AM	Southwest Airlines (LUV) & TWU 555 Ink Tentative Agreement (Zacks)
Aug-14-23 11:54AM	Here's Why Investors Should Hold Hawaiian Holdings (HA) Now (Zacks)
Aug-04-23 08:07AM	Zacks Industry Outlook Highlights Kirby Corporation, DHT Holdings and Teekay Tankers (Zacks)
Aug-03-23 12:56PM	3 Shipping Stocks to Bet on From a Challenging Industry (Zacks)
Aug-01-23 09:00AM	Top Shipping Stocks for Q3 2023 (Investopedia)
Jul-31-23 12:01PM	Kirby (KEX) Q2 Earnings Surpass Estimates, Increase Y/Y (Zacks)

Kirby Corp. is a tank barge operator, which engages in transporting bulk liquid products. It transports petrochemicals, black oil, refined petroleum products, and agricultural chemicals. It operates through Marine Transportation and Distribution and Services segments. The Marine Transportation segment provides marine transportation by United States flagged vessels principally of liquid cargoes throughout the United States inland waterway system. The Distribution and Services segment is involved in after-market service and genuine replacement parts for engines, transmissions, reduction gears and related equipment used in oilfield services, marine, power generation, on-highway, and other industrial applications. The company was founded in 1921 and is headquartered in Houston, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Woodruff William Matthew	VP of Public and Govt Affairs	May 01 '24	Sale	109.25	3,750	409,688	941	May 02 11:16 AM
STEWART RICHARD ROSS	Director	Apr 30 '24	Sale	109.60	676	74,090	23,488	May 01 02:15 PM
STEWART RICHARD ROSS	Director	Apr 25 '24	Option Exercise	99.52	6,000	597,120	27,660	Apr 29 12:19 PM
ALARIO RICHARD J	Director	Apr 25 '24	Option Exercise	99.52	6,000	597,120	31,313	Apr 29 12:11 PM
Waterman William M.	Director	Apr 24 '24	Option Exercise	99.52	6,000	597,120	91,398	Apr 26 11:48 AM
MILLER SCOTT P	VP - CIO	Apr 11 '24	Sale	99.78	487	48,593	1,000	Apr 11 04:47 PM
MILLER SCOTT P	VP - CIO	Apr 08 '24	Option Exercise	0.00	803	0	1,803	Apr 11 04:47 PM
Niemietz Kurt A.	VP IR & Treasurer	Apr 01 '24	Option Exercise	0.00	367	0	2,516	Apr 11 04:44 PM
STRAHAN DORMAN LYNN	President-Kirby Engine Systems	Mar 27 '24	Option Exercise	75.50	3,423	258,436	24,477	Mar 28 10:36 AM
STRAHAN DORMAN LYNN	President-Kirby Engine Systems	Mar 27 '24	Sale	95.11	3,423	325,562	21,054	Mar 28 10:36 AM
MILLER SCOTT P	VP - CIO	Mar 26 '24	Option Exercise	84.90	6,705	569,254	7,705	Mar 28 10:32 AM
MILLER SCOTT P	VP - CIO	Mar 26 '24	Sale	95.05	6,705	637,310	1,000	Mar 28 10:32 AM
Kumar Raj	Exec VP and CFO	Mar 22 '24	Sale	92.00	2,228	204,976	1,719	Mar 25 02:05 PM
Kumar Raj	Exec VP and CFO	Mar 05 '24	Sale	90.00	1,670	150,300	3,947	Mar 07 12:37 PM
Kumar Raj	Exec VP and CFO	Feb 23 '24	Sale	88.00	1,670	146,960	5,617	Feb 27 11:26 AM
STEWART RICHARD ROSS	Director	Feb 22 '24	Sale	85.62	3,000	256,860	21,660	Feb 23 10:57 AM
Grzebinski David W	President & CEO	Feb 12 '24	Sale	85.44	18,000	1,537,920	66,399	Feb 14 10:45 AM
MILLER SCOTT P	VP - CIO	Feb 07 '24	Sale	84.03	2,461	206,798	1,000	Feb 08 09:24 AM
DRAGG RONALD A	Vice President and Controller	Feb 07 '24	Sale	84.68	1,413	119,653	10,651	Feb 08 09:28 AM
O'Neil Christian G.	President-Kirby Inland Marine	Feb 06 '24	Sale	85.15	8,994	765,839	16,079	Feb 08 09:22 AM
Grzebinski David W	President & CEO	Feb 06 '24	Sale	84.72	7,000	593,040	84,399	Feb 08 09:14 AM
Husted Amy D.	VP General Counsel & Secretary	Feb 06 '24	Sale	84.33	2,728	230,052	10,280	Feb 08 09:19 AM
DRAGG RONALD A	Vice President and Controller	Feb 03 '24	Option Exercise	0.00	1,521	0	12,432	Feb 06 08:32 AM
Grzebinski David W	President & CEO	Feb 03 '24	Option Exercise	0.00	13,392	0	96,670	Feb 06 08:36 AM
Husted Amy D.	VP General Counsel & Secretary	Feb 03 '24	Option Exercise	0.00	4,492	0	14,772	Feb 06 08:39 AM
Kruger Julie Marie	VP Human Resources	Feb 03 '24	Option Exercise	0.00	659	0	2,871	Feb 06 08:45 AM
Kumar Raj	Exec VP and CFO	Feb 03 '24	Option Exercise	0.00	2,953	0	8,521	Feb 06 08:52 AM
MILLER SCOTT P	VP - CIO	Feb 03 '24	Option Exercise	0.00	3,255	0	4,255	Feb 06 08:56 AM
Niemietz Kurt A.	VP IR & Treasurer	Feb 03 '24	Option Exercise	0.00	871	0	2,408	Feb 06 08:59 AM
O'Neil Christian G.	President-Kirby Inland Marine	Feb 03 '24	Option Exercise	0.00	5,390	0	27,195	Feb 06 09:02 AM
STRAHAN DORMAN LYNN	President-Kirby Engine Systems	Feb 03 '24	Option Exercise	0.00	1,394	0	21,649	Feb 06 09:06 AM
Woodruff William Matthew	VP of Public and Govt Affairs	Feb 03 '24	Option Exercise	0.00	581	0	4,937	Feb 06 09:12 AM
MILLER SCOTT P	VP - CIO	Jan 29 '24	Sale	79.60	1,828	145,509	1,000	Jan 31 05:38 PM
STRAHAN DORMAN LYNN	President-Kirby Engine Systems	Jan 24 '24	Option Exercise	0.00	1,816	0	21,129	Jan 26 02:38 PM
O'Neil Christian G.	President-Kirby Inland Marine	Jan 24 '24	Option Exercise	0.00	14,956	0	27,767	Jan 26 02:32 PM
Niemietz Kurt A.	VP IR & Treasurer	Jan 24 '24	Option Exercise	0.00	834	0	1,786	Jan 26 02:28 PM
DRAGG RONALD A	Vice President and Controller	Jan 24 '24	Option Exercise	0.00	1,792	0	11,443	Jan 26 01:58 PM
Woodruff William Matthew	VP of Public and Govt Affairs	Jan 24 '24	Option Exercise	0.00	938	0	4,761	Jan 26 02:43 PM
Kruger Julie Marie	VP Human Resources	Jan 24 '24	Option Exercise	0.00	639	0	2,483	Jan 26 02:15 PM
Husted Amy D.	VP General Counsel & Secretary	Jan 24 '24	Option Exercise	0.00	5,454	0	12,507	Jan 26 02:09 PM
Grzebinski David W	President & CEO	Jan 24 '24	Option Exercise	0.00	40,110	0	99,116	Jan 26 02:04 PM
MILLER SCOTT P	VP - CIO	Jan 24 '24	Option Exercise	0.00	3,857	0	3,857	Jan 26 02:21 PM
O'Neil Christian G.	President-Kirby Inland Marine	Dec 21 '23	Option Exercise	68.50	6,861	469,978	19,672	Dec 26 11:05 AM
O'Neil Christian G.	President-Kirby Inland Marine	Dec 21 '23	Sale	80.42	6,861	551,762	12,811	Dec 26 11:05 AM
STRAHAN DORMAN LYNN	President-Kirby Engine Systems	Dec 15 '23	Option Exercise	68.50	3,876	265,506	23,189	Dec 19 01:47 PM
STRAHAN DORMAN LYNN	President-Kirby Engine Systems	Dec 15 '23	Sale	77.22	3,876	299,305	19,313	Dec 19 01:47 PM
Kumar Raj	Exec VP and CFO	Dec 09 '23	Option Exercise	0.00	9,178	0	12,178	Dec 12 04:01 PM
Grzebinski David W	President & CEO	Dec 01 '23	Sale	76.78	4,000	307,120	60,006	Dec 05 10:17 AM
Grzebinski David W	President & CEO	Oct 03 '23	Sale	80.54	5,000	402,700	64,006	Oct 04 11:46 AM
STEWART RICHARD ROSS	Director	Sep 12 '23	Sale	85.72	3,000	257,160	24,660	Sep 13 03:51 PM
ALARIO RICHARD J	Director	Sep 12 '23	Sale	85.24	3,000	255,720	25,313	Sep 13 03:49 PM
ALARIO RICHARD J	Director	Sep 11 '23	Sale	84.72	3,000	254,160	28,313	Sep 13 03:49 PM
Husted Amy D.	VP General Counsel & Secretary	Sep 08 '23	Sale	84.58	1,019	86,187	7,053	Sep 11 03:02 PM
DRAGG RONALD A	Vice President and Controller	Sep 07 '23	Option Exercise	68.39	1,923	131,505	11,574	Sep 11 03:00 PM
DRAGG RONALD A	Vice President and Controller	Sep 07 '23	Sale	84.15	1,923	161,820	9,651	Sep 11 03:00 PM
Grzebinski David W	President & CEO	Sep 06 '23	Option Exercise	68.50	26,634	1,824,429	95,640	Sep 07 12:03 PM
Husted Amy D.	VP General Counsel & Secretary	Sep 06 '23	Option Exercise	68.50	6,456	442,236	14,528	Sep 07 12:05 PM
Grzebinski David W	President & CEO	Sep 06 '23	Sale	83.03	26,634	2,211,421	69,006	Sep 07 12:03 PM
Husted Amy D.	VP General Counsel & Secretary	Sep 06 '23	Sale	83.85	6,456	541,336	8,072	Sep 07 12:05 PM
Grzebinski David W	President & CEO	Sep 01 '23	Sale	83.56	5,000	417,800	69,006	Sep 05 12:28 PM
STEWART RICHARD ROSS	Director	Aug 30 '23	Sale	82.26	3,500	287,910	27,660	Sep 05 12:25 PM
O'Neil Christian G.	President-Kirby Inland Marine	Aug 24 '23	Sale	80.00	3,000	240,000	12,811	Aug 28 10:55 AM
STEWART RICHARD ROSS	Director	Aug 18 '23	Sale	79.77	1,500	119,655	31,160	Aug 22 01:02 PM
MILLER SCOTT P	VP - CIO	Aug 07 '23	Option Exercise	73.29	6,315	462,826	6,315	Aug 09 11:34 AM
MILLER SCOTT P	VP - CIO	Aug 07 '23	Sale	82.81	6,315	522,945	0	Aug 09 11:34 AM
STRAHAN DORMAN LYNN	President-Kirby Engine Systems	Aug 04 '23	Sale	82.46	2,500	206,150	19,313	Aug 08 10:50 AM
DRAGG RONALD A	Vice President and Controller	Jul 31 '23	Sale	81.85	1,293	105,832	9,651	Aug 02 01:33 PM
Kumar Raj	Exec VP and CFO	Jul 27 '23	Sale	80.00	2,966	237,280	3,000	Jul 31 01:29 PM
Husted Amy D.	VP General Counsel & Secretary	Jul 27 '23	Sale	80.00	1,500	120,000	8,072	Jul 31 01:31 PM
Grzebinski David W	President & CEO	Jul 03 '23	Sale	76.69	4,000	306,760	74,006	Jul 05 04:49 PM
Husted Amy D.	VP General Counsel & Secretary	Jun 30 '23	Sale	77.00	1,500	115,500	9,572	Jul 05 12:11 PM
MILLER SCOTT P	VP - CIO	Jun 15 '23	Sale	74.48	607	45,209	0	Jun 16 11:11 AM
Husted Amy D.	VP General Counsel & Secretary	Jun 06 '23	Sale	74.47	3,000	223,410	11,072	Jun 07 11:13 AM
Grzebinski David W	President & CEO	Jun 01 '23	Sale	71.81	3,000	215,430	79,006	Jun 05 12:28 PM

MEGI MainStay CBRE Global Infrastructure Megatrends Term Fund daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-3.26	Insider Own	7.50%	Shs Outstand	52.05M	Perf Week	5.37%
Market Cap	663.61M	Forward P/E	-	EPS next Y	-	Insider Trans	8.61%	Shs Float	48.14M	Perf Month	3.41%
Income	-	PEG	-	EPS next Q	-	Inst Own	58.77%	Short Float	0.15%	Perf Quarter	-0.86%
Sales	-	P/S	-	EPS this Y	-	Inst Trans	-	Short Ratio	0.47	Perf Half Y	10.49%
Book/sh	-	P/B	-	EPS next Y	-	ROA	-	Short Interest	0.07M	Perf Year	-9.83%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W Range	10.63 - 14.53	Perf YTD	-1.77%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-	52W High	-12.25%	Beta	1.09
Dividend TTM	1.45 (11.37%)	Quick Ratio	-	Sales past 5Y	-	Gross Margin	-	52W Low	19.94%	ATR (14)	0.20
Dividend Ex-Date	Apr 19, 2024	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	-	RSI (14)	67.38	Volatility	1.38% 1.67%
Employees	-	Debt/Eq	-	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-	Payout	-	Rel Volume	0.83	Prev Close	12.65
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	-	Earnings	-	Avg Volume	147.25K	Price	12.75
SMA20	6.40%	SMA50	3.98%	SMA200	1.60%	Trades		Volume	121,685	Change	0.79%

Apr-12-24 09:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Declares Monthly Distribution for April 2024 and Availability of 19(a) Notice (PR Newswire)
Mar-14-24 09:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Declares Monthly Distribution for March 2024 and Availability of 19(a) Notice (PR Newswire)
Feb-14-24 10:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Declares Monthly Distribution for February 2024 and Availability of 19(a) Notice (PR Newswire)
Jan-16-24 09:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Declares Monthly Distribution for January 2024 and Availability of 19(a) Notice (PR Newswire)
Dec-14-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Declares Monthly Distribution for December 2023 and Availability of 19(a) Notice (PR Newswire)
09:00AM	Loading…
Nov-14-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Declares Monthly Distribution for November 2023 and Availability of 19(a) Notice (PR Newswire)
Oct-13-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Declares Monthly Distribution for October 2023 and Availability of 19(a) Notice (PR Newswire)
Sep-14-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Declares Monthly Distribution for September 2023 and Availability of 19(a) Notice (PR Newswire)
Aug-14-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Declares Increased Monthly Distribution for August 2023 and Availability of 19(a) Notice (PR Newswire)
Jul-26-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Announces a 15% Increase to the Distribution Rate and Webinar with Portfolio Management on August 9th, 2023 (PR Newswire)
Jul-14-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) Declares Monthly Distribution for July 2023 and Availability of 19(a) Notice (PR Newswire)
Jun-20-23 09:00AM	New York Life Investments Announces Name Change for the MainStay CBRE Global Infrastructure Megatrends Fund (PR Newswire)
Jun-14-23 09:17AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for June 2023 and Availability of 19(a) Notice (PR Newswire)
Jun-07-23 09:00AM	MainStay MacKay DefinedTerm Municipal Opportunities Fund and MainStay CBRE Global Infrastructure Megatrends Fund Announce Naïm Abou-Jaoudé Joins the Board of Trustees (PR Newswire)
May-12-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for May 2023 and Availability of 19(a) Notice (PR Newswire)
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Apr-18-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Announces Portfolio Manager Update Webinar Tuesday, April 18, 2023 (PR Newswire)
Apr-14-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for April 2023 and Availability of 19(a) Notice (PR Newswire)
Mar-14-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for March 2023 and Availability of 19(a) Notice (PR Newswire)
Feb-14-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for February 2023 and Availability of 19(a) Notice (PR Newswire)
Jan-13-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for January 2023 and Availability of 19(a) Notice (PR Newswire)
Jan-11-23 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Announces Portfolio Manager Update Webinar Wednesday, January 18, 2023 (PR Newswire)
Dec-14-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for December 2022 and Availability of 19(a) Notice (PR Newswire)
Nov-14-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for November 2022 and Availability of 19(a) Notice (PR Newswire)
Oct-14-22 09:00AM	MainStay MacKay DefinedTerm Municipal Opportunities Fund and MainStay CBRE Global Infrastructure Megatrends Fund Announce Departure of Yie-Hsin Hung from the Board of Trustees (PR Newswire)
09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for October 2022 and Availability of 19(a) Notice (PR Newswire)
Oct-13-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Announces Portfolio Manager Update Call Thursday, October 20, 2022 (PR Newswire)
Sep-15-22 11:17AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for September 2022 and Availability of 19(a) Notice (PR Newswire)
Aug-12-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for August 2022 and Availability of 19(a) Notice (PR Newswire)
Jul-15-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for July 2022 and Availability of 19(a) Notice (PR Newswire)
Jul-13-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Announces Portfolio Manager Update Call Wednesday, July 20, 2022 (PR Newswire)
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Jun-14-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Closed-End Fund (NYSE: MEGI) Announces Availability of 19(a) Notice (PR Newswire)
May-13-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Closed-End Fund (NYSE: MEGI) Announces Availability of 19(a) Notice (PR Newswire)
Apr-20-22 06:00PM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Announces Portfolio Manager Update Call Wednesday, April 27, 2022 (PR Newswire)
Apr-14-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Announces Availability of 19(a) Notice (PR Newswire)
Apr-01-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Monthly Distribution for April, May, and June 2022 (PR Newswire)
Mar-14-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Announces Availability of 19(a) Notice (PR Newswire)
Feb-28-22 09:08AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Announces Availability of 19(a) Notice (PR Newswire)
Jan-31-22 09:00AM	MainStay CBRE Global Infrastructure Megatrends Closed-End Fund (NYSE: MEGI) Announces Availability of 19(a) Notice (PR Newswire)
Dec-31-21 09:00AM	MainStay MacKay DefinedTerm Municipal Opportunities Fund and MainStay CBRE Global Infrastructure Megatrends Fund Appoint Karen Hammond to Board of Trustees (PR Newswire)
Dec-21-21 04:30PM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Publishes Fund Holdings as of November 30, 2021 (PR Newswire)
Dec-16-21 09:00AM	MainStay CBRE Global Infrastructure Megatrends Fund (NYSE: MEGI) Declares Initial Monthly Distribution for January and Distributions for February and March 2022 (PR Newswire)

The investment objective of MainStay CBRE Global Infrastructure Megatrends Fund (MEGI) is to seek a high level of total return with an emphasis on current income.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Saba Capital Management, L.P.	10% Owner	May 02 '24	Buy	12.33	12,874	158,736	5,616,886	May 03 01:10 PM
Saba Capital Management, L.P.	10% Owner	Apr 25 '24	Buy	12.03	45,097	542,517	5,603,993	Apr 26 11:47 AM
Saba Capital Management, L.P.	10% Owner	Apr 24 '24	Buy	11.95	26,481	316,448	5,558,896	Apr 26 11:47 AM
Saba Capital Management, L.P.	10% Owner	Apr 23 '24	Buy	11.88	25,362	301,301	5,532,415	Apr 23 08:02 PM
Saba Capital Management, L.P.	10% Owner	Mar 19 '24	Buy	12.30	22,144	272,371	5,507,053	Mar 20 11:53 AM
Anagnos Jeremy	Portfolio Manager	Mar 05 '24	Buy	12.64	790	9,986	23,700	Mar 07 05:25 PM
Perold Jacques P	Director	Jan 10 '24	Buy	13.54	2,000	27,090	7,700	Jan 12 12:22 PM
Saba Capital Management, L.P.	10% Owner	Jan 09 '24	Buy	13.44	11,633	156,348	5,481,863	Jan 10 01:01 PM
Perold Jacques P	Director	Jan 09 '24	Buy	13.43	3,000	40,298	10,700	Jan 11 03:30 PM
Saba Capital Management, L.P.	10% Owner	Jan 08 '24	Buy	13.41	3,821	51,240	5,470,230	Jan 10 01:01 PM
Perold Jacques P	Director	Jan 08 '24	Buy	13.48	2,700	36,396	7,700	Jan 11 03:30 PM
Saba Capital Management, L.P.	10% Owner	Jan 04 '24	Buy	13.19	11,848	156,275	5,466,409	Jan 08 11:32 AM
Saba Capital Management, L.P.	10% Owner	Jan 03 '24	Buy	13.02	41,808	544,340	5,454,561	Jan 03 05:42 PM
Saba Capital Management, L.P.	10% Owner	Jan 02 '24	Buy	13.04	12,678	165,321	5,412,753	Jan 03 05:42 PM
Saba Capital Management, L.P.	10% Owner	Dec 15 '23	Buy	13.08	3,574	46,748	5,400,075	Dec 19 03:39 PM
Saba Capital Management, L.P.	10% Owner	Dec 14 '23	Buy	13.26	34,224	453,810	5,382,383	Dec 15 07:51 AM
Saba Capital Management, L.P.	10% Owner	Dec 13 '23	Buy	12.78	35,534	454,125	5,348,159	Dec 15 07:51 AM
Saba Capital Management, L.P.	10% Owner	Dec 12 '23	Buy	12.62	13,850	174,787	5,312,625	Dec 13 11:53 AM
SMITH JOSEPH P	Portfolio Manager	Oct 20 '23	Buy	10.78	927	9,993	11,418	Oct 23 04:34 PM
Anagnos Jeremy	Portfolio Manager	Oct 05 '23	Buy	10.83	900	9,747	22,910	Oct 06 11:12 AM
Anagnos Jeremy	Portfolio Manager	Aug 31 '23	Buy	13.18	202	2,662	22,010	Sep 05 01:41 PM
Anagnos Jeremy	Portfolio Manager	Aug 04 '23	Buy	13.66	173	2,363	21,808	Aug 09 07:07 PM
Anagnos Jeremy	Portfolio Manager	May 23 '23	Buy	13.77	890	12,255	21,635	May 26 12:50 PM

MAV Pioneer Municipal High Income Advantage Fund, Inc. daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-0.06	Insider Own	-	Shs Outstand	23.91M	Perf Week	1.79%
Market Cap	190.60M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	23.91M	Perf Month	-0.38%
Income	-	PEG	-	EPS next Q	-	Inst Own	45.17%	Short Float	0.09%	Perf Quarter	-0.50%
Sales	17.98M	P/S	10.60	EPS this Y	-	Inst Trans	-	Short Ratio	0.42	Perf Half Y	19.67%
Book/sh	8.13	P/B	0.98	EPS next Y	-	ROA	-	Short Interest	0.02M	Perf Year	-1.04%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W Range	6.37 - 8.19	Perf YTD	-0.62%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-	52W High	-2.69%	Beta	0.63
Dividend TTM	0.34 (4.26%)	Quick Ratio	-	Sales past 5Y	-	Gross Margin	-	52W Low	25.12%	ATR (14)	0.06
Dividend Ex-Date	Apr 18, 2024	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	-	RSI (14)	56.16	Volatility	0.74% 0.64%
Employees	-	Debt/Eq	-	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-	Payout	-	Rel Volume	1.14	Prev Close	7.97
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	5.00%	Earnings	-	Avg Volume	50.90K	Price	7.97
SMA20	1.15%	SMA50	-0.45%	SMA200	4.52%	Trades		Volume	58,193	Change	-0.06%

May-03-24 04:05PM	Amundi US Declares Monthly Distributions for the Pioneer Closed-End Funds (Business Wire)
Apr-30-24 09:00AM	Pioneer Closed-End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Apr-04-24 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Apr-01-24 09:00AM	Pioneer Closed-End Fund Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Mar-04-24 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
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Feb-29-24 09:00AM	Pioneer Closed-End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Feb-15-24 05:10PM	Amundi US Announces Portfolio Management Changes for Pioneer Municipal Closed-End Funds (Business Wire)
Feb-06-24 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jan-31-24 09:00AM	Pioneer Closed-End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Jan-05-24 04:13PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Dec-19-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Dec-01-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Nov-30-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Nov-03-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Oct-31-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
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Oct-04-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Sep-29-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Sep-19-23 12:20PM	Pioneer Muni High Income Advantage Tr (MAV) Dividend Analysis: A Deep Dive into Its Performance ... (GuruFocus.com)
Sep-11-23 01:00PM	Amundi US to Host Webinars for Pioneer Closed-End Funds (Business Wire)
Sep-06-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Aug-31-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(A) (Business Wire)
Aug-04-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jul-31-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Jul-06-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jun-30-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Jun-05-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
May-31-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
May-04-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Apr-28-23 09:00AM	Pioneer Closed End Funds required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Apr-04-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
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Apr-03-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Feb-28-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Feb-03-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jan-31-23 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Jan-05-23 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Dec-19-22 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Dec-01-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Nov-30-22 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Nov-04-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Oct-31-22 09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Oct-04-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Sep-30-22 09:30AM	Amundi US to Host Webinars for Pioneer Closed-End Funds (Business Wire)
09:00AM	Pioneer Closed End Funds Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Sep-07-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Aug-31-22 09:30AM	Pioneer Municipal High Income Advantage Fund, Inc. Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Aug-04-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jul-29-22 09:00AM	Pioneer Municipal High Income Advantage Fund, Inc. Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Jul-06-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jun-03-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
May-31-22 04:05PM	Amundi US Announces Annual Shareholder Meeting Date for Pioneer Closed-End Funds (Business Wire)
09:00AM	Pioneer Municipal High Income Advantage Fund, Inc. Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
May-04-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Apr-05-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Mar-24-22 07:00AM	MAV BEAUTY BRANDS REPORTS FOURTH QUARTER & FULL-YEAR 2021 FINANCIAL RESULTS (PR Newswire)
Mar-23-22 12:14PM	Be Wary Of MAV Beauty Brands (TSE:MAV) And Its Returns On Capital (Simply Wall St.)
Mar-04-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Feb-03-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jan-31-22 09:00AM	Pioneer Municipal High Income Advantage Fund, Inc. Required Notice to Shareholders Sources of Distribution Under Section 19(a) (Business Wire)
Jan-05-22 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Dec-01-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Nov-04-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Oct-05-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Sep-20-21 09:00AM	Amundi US to Host Conference Calls for Pioneer Closed-End Funds (Business Wire)
Sep-03-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Aug-05-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jul-07-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jun-04-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
May-04-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Apr-07-21 09:00AM	Pioneer US Closed-End Funds to Redomicile to Maryland (Business Wire)
Apr-06-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-end Funds (Business Wire)
Mar-31-21 06:30AM	MAV Beauty Brands, Inc. to Host Earnings Call (ACCESSWIRE)
Mar-04-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Feb-05-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jan-15-21 10:21AM	Understanding Pioneer Municipal High Incm Advntg Trust's Ex-Dividend Date (Benzinga)
10:20AM	Understanding Pioneer Municipal High IT's Ex-Dividend Date (Benzinga)
Jan-07-21 04:05PM	Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Dec-01-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Nov-13-20 10:16AM	Ex-Dividend Date Insight: Pioneer Municipal High IT (Benzinga)
Nov-05-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Oct-05-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Sep-21-20 02:00PM	Amundi Pioneer to Host Conference Calls for Pioneer Closed-End Funds (Business Wire)
Sep-04-20 04:05PM	Amundi Pioneer Announces Virtual Annual Shareholders Meeting for Four Pioneer Closed-End Funds (Business Wire)
Sep-03-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Aug-04-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jul-13-20 10:06AM	3 Municipal Bond Funds for Rich, Tax-Friendly Yields (Kiplinger)
Jul-07-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jun-04-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-end Funds (Business Wire)
May-05-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Apr-03-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Mar-04-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jan-07-20 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-end Funds (Business Wire)
Aug-06-19 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
May-03-19 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Apr-04-19 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Mar-05-19 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Feb-05-19 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Jan-07-19 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Dec-03-18 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Nov-05-18 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)
Oct-03-18 04:05PM	Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds (Business Wire)

Pioneer Municipal High Income Advantage Fund, Inc. is a closed ended fixed income mutual fund launched and managed by Pioneer Investment Management, Inc. The fund invests in the fixed income markets of the United States. It invests primarily in municipal bonds. The fund benchmarks the performance of its portfolio against the Barclays Capital High Yield Municipal Bond Index and the Barclays Capital Municipal Bond Index. It was formerly known as Pioneer Municipal Advantage Trust. Pioneer Municipal High Income Advantage Fund, Inc. was formed on August 6, 2003 and is domiciled in the United States.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Saba Capital Management, L.P.	10% Owner	May 02 '24	Buy	7.87	35,879	282,368	2,737,589	May 02 04:52 PM
Saba Capital Management, L.P.	10% Owner	May 01 '24	Buy	7.82	24,037	187,969	2,701,710	May 02 04:52 PM
Saba Capital Management, L.P.	10% Owner	Apr 25 '24	Buy	7.81	38,952	304,215	2,677,669	Apr 26 11:43 AM
Saba Capital Management, L.P.	10% Owner	Apr 24 '24	Buy	7.82	7,534	58,916	2,638,717	Apr 26 11:43 AM
Saba Capital Management, L.P.	10% Owner	Mar 19 '24	Buy	8.12	18,383	149,270	2,631,183	Mar 20 11:45 AM
Saba Capital Management, L.P.	10% Owner	Feb 05 '24	Buy	8.01	44,725	358,247	2,612,794	Feb 05 05:53 PM
Saba Capital Management, L.P.	10% Owner	Feb 02 '24	Buy	7.99	15,799	126,234	2,568,069	Feb 05 05:53 PM
Saba Capital Management, L.P.	10% Owner	Jan 31 '24	Buy	7.86	1,441	11,326	2,552,270	Feb 01 05:17 PM
Saba Capital Management, L.P.	10% Owner	Jan 30 '24	Buy	7.85	17,454	137,014	2,550,829	Jan 31 11:47 AM
Saba Capital Management, L.P.	10% Owner	Jan 17 '24	Buy	7.99	6,464	51,647	2,533,375	Jan 18 06:33 PM
Saba Capital Management, L.P.	10% Owner	Jan 16 '24	Buy	8.13	736	5,984	2,526,911	Jan 16 05:29 PM
Saba Capital Management, L.P.	10% Owner	Jan 12 '24	Buy	8.13	613	4,984	2,526,175	Jan 16 05:29 PM
Saba Capital Management, L.P.	10% Owner	Jan 11 '24	Buy	8.08	285	2,303	2,525,562	Jan 12 01:57 PM
Saba Capital Management, L.P.	10% Owner	Jan 10 '24	Buy	8.07	41,363	333,799	2,525,277	Jan 12 01:57 PM
Saba Capital Management, L.P.	10% Owner	Jan 08 '24	Buy	8.08	409	3,305	2,483,914	Jan 10 01:00 PM
Saba Capital Management, L.P.	10% Owner	Dec 14 '23	Buy	7.84	462	3,622	2,483,505	Dec 14 05:48 PM
Saba Capital Management, L.P.	10% Owner	Dec 13 '23	Buy	7.74	1,438	11,130	2,483,043	Dec 14 05:48 PM
Saba Capital Management, L.P.	10% Owner	Dec 11 '23	Buy	7.71	13,536	104,363	2,481,605	Dec 13 11:51 AM
Saba Capital Management, L.P.	10% Owner	Dec 08 '23	Buy	7.73	19,591	151,438	2,448,478	Dec 11 03:25 PM
Saba Capital Management, L.P.	10% Owner	Dec 07 '23	Buy	7.74	7,180	55,573	2,468,069	Dec 11 03:25 PM
Saba Capital Management, L.P.	10% Owner	Nov 30 '23	Buy	7.51	348	2,613	2,441,298	Dec 01 06:27 PM
Saba Capital Management, L.P.	10% Owner	Nov 28 '23	Buy	7.39	13,374	98,834	2,440,950	Nov 28 06:03 PM
Saba Capital Management, L.P.	10% Owner	Nov 22 '23	Buy	7.35	10	74	2,427,576	Nov 24 06:32 PM
Saba Capital Management, L.P.	10% Owner	Nov 08 '23	Buy	6.95	14,993	104,201	2,442,559	Nov 13 04:23 PM
Saba Capital Management, L.P.	10% Owner	Nov 08 '23	Sale	6.95	14,993	104,201	2,427,566	Nov 13 04:23 PM
Saba Capital Management, L.P.	10% Owner	Nov 07 '23	Buy	6.86	1,994	13,679	2,427,566	Nov 09 10:59 AM

Open in Screener

HQL

Abrdn Life Sciences Investors

May 06 • 04:00PM ET

13.67

Dollar change +0.08
Percentage change 0.59	%

Financial • Closed-End Fund - Equity • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

HQL Abrdn Life Sciences Investors daily Stock Chart

Index	-	P/E	17.30	EPS (ttm)	0.79	Insider Own	-	Shs Outstand	27.35M	Perf Week	4.35%
Market Cap	373.88M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	27.35M	Perf Month	3.17%
Income	-	PEG	-	EPS next Q	-	Inst Own	35.89%	Short Float	0.07%	Perf Quarter	-1.65%
Sales	3.51M	P/S	106.43	EPS this Y	-	Inst Trans	-	Short Ratio	0.20	Perf Half Y	13.07%
Book/sh	16.12	P/B	0.85	EPS next Y	-	ROA	-	Short Interest	0.02M	Perf Year	1.47%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W Range	11.34 - 14.37	Perf YTD	1.56%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-	52W High	-4.87%	Beta	0.72
Dividend TTM	1.01 (7.39%)	Quick Ratio	-	Sales past 5Y	-	Gross Margin	-	52W Low	20.55%	ATR (14)	0.19
Dividend Ex-Date	Feb 21, 2024	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	-	RSI (14)	65.51	Volatility	1.49% 1.15%
Employees	-	Debt/Eq	-	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-	Payout	149.35%	Rel Volume	0.56	Prev Close	13.59
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	34.40%	Earnings	-	Avg Volume	97.16K	Price	13.67
SMA20	4.42%	SMA50	1.97%	SMA200	4.58%	Trades		Volume	54,366	Change	0.59%

Mar-28-24 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Mar-21-24 07:59AM	abrdn Healthcare Investors (HQH), abrdn Life Sciences Investors (HQL), abrdn Healthcare Opportunities Fund (THQ), and abrdn World Healthcare Fund (THW) Announce Investment Team Update (ACCESSWIRE)
Feb-09-24 05:23PM	abrdn Life Sciences Investors (HQL) and abrdn Healthcare Investors (HQH) Announce a 25% Increase in Distribution Rates and abrdn Healthcare Opportunities Fund (THQ) Announces a 60% Increase in Distribution Rate (ACCESSWIRE)
Jan-10-24 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Oct-27-23 05:20PM	abrdn Announces Its Appointment to Four U.S. Specialist Healthcare Closed-End Funds, New Board of Trustees to the Funds and Fund Name Changes (ACCESSWIRE)
04:57PM	Loading…
04:57PM	Tekla Funds Approve New Investment Advisory Agreements With abrdn Inc. (Business Wire)
04:57PM	Tekla Capital Management LLC Announces Closing of Transaction With abrdn (Business Wire)
Oct-13-23 06:26PM	Tekla Funds Implore Shareholders of THQ and THW to Vote Immediately to Realize Potential Cost Savings for the Funds (Business Wire)
Oct-05-23 02:05PM	Tekla Funds Urge Shareholders to Vote Immediately to Guarantee Reduced Fund Expenses (Business Wire)
Sep-29-23 10:35AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
Sep-25-23 09:01PM	Insider Buying: President Daniel Omstead Acquires 10,096 Shares of Tekla Life Sciences ... (GuruFocus.com)
Sep-21-23 05:01AM	Insider Buying: President Daniel Omstead Acquires 12,000 Shares of Tekla Life Sciences ... (GuruFocus.com)
Sep-13-23 08:51AM	Tekla Funds Announce Adjournment of Special Meetings and Implore Shareholders to Vote Their Shares Immediately (Business Wire)
Aug-30-23 02:39PM	Tekla Funds Announce Second Adjournment of Special Meetings and Urge Shareholder Participation to Limit the Need for Further Solicitation Efforts (Business Wire)
Aug-15-23 09:55AM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
03:10PM	Loading…
Aug-14-23 03:10PM	Tekla Funds Announce Adjournment of Special Meetings (Business Wire)
Jun-30-23 10:35AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
Jun-20-23 06:15PM	abrdn to Acquire US Specialist Healthcare Closed-End Funds with $3 Billion AUM (ACCESSWIRE)
05:48PM	Tekla Capital Management LLC Announces Proposed Transaction (Business Wire)
May-15-23 10:36AM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
Mar-31-23 09:55AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
09:55AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
09:55AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
09:55AM	Tekla Healthcare Investors Paid Distribution (Business Wire)
Mar-16-23 02:40PM	Tekla Life Sciences Investors Announce Renewal of Share Repurchase Program (Business Wire)
Feb-15-23 10:33AM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
Dec-30-22 09:55AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
09:55AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
09:55AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
09:55AM	Tekla Healthcare Investors Paid Distribution (Business Wire)
09:56AM	Loading…
Nov-15-22 09:56AM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
Sep-30-22 10:22AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
Aug-16-22 10:10AM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
Jul-29-22 10:35AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
10:35AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Jun-30-22 11:10AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
11:10AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
11:10AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
11:10AM	Tekla Healthcare Investors Paid Distribution (Business Wire)
May-17-22 11:38AM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
Mar-31-22 10:52AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
Mar-22-22 10:23AM	Tekla Life Sciences Investors Announce Renewal of Share Repurchase Program (Business Wire)
Feb-28-22 10:54AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
10:54AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Feb-15-22 01:15PM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
Jan-31-22 11:08AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
11:07AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
Dec-31-21 10:21AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
10:20AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
10:20AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
10:20AM	Tekla Healthcare Investors Paid Distribution (Business Wire)
Nov-30-21 02:24PM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
02:24PM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Nov-12-21 12:28PM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
Oct-29-21 11:17AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
11:17AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Sep-30-21 10:34AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
10:34AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
10:34AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
10:34AM	Tekla Healthcare Investors Paid Distribution (Business Wire)
Aug-31-21 11:05AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
11:05AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Aug-17-21 11:10AM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
Jul-30-21 11:58AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
11:58AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Jun-30-21 10:17AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
10:17AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
10:16AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
10:16AM	Tekla Healthcare Investors Paid Distribution (Business Wire)
May-28-21 10:25AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
10:25AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
May-18-21 10:26AM	Tekla Life Sciences Investors Declares Stock Distribution (Business Wire)
Apr-30-21 02:10PM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
02:10PM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Mar-31-21 10:52AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
10:51AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
10:46AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
10:43AM	Tekla Healthcare Investors Paid Distribution (Business Wire)
Mar-25-21 04:10PM	Tekla Life Sciences Investors Announce Renewal of Share Repurchase Program (Business Wire)
Feb-26-21 12:10PM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
12:10PM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Feb-16-21 10:36AM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
Jan-29-21 11:35AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
11:35AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Jan-06-21 01:06PM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
Dec-31-20 10:25AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
10:25AM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
10:25AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
10:25AM	Tekla Healthcare Investors Paid Distribution (Business Wire)
Dec-21-20 04:21PM	Tekla Life Sciences Investors Declares Cash Distribution (Business Wire)
Nov-30-20 11:30AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
11:30AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Nov-16-20 11:03AM	Tekla Life Sciences Investors Declares Distribution (Business Wire)
Oct-30-20 10:45AM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
10:45AM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
Oct-02-20 08:23PM	Letters on Health-Care Stocks, Election Perils, and More (Barrons.com)
Sep-30-20 01:30PM	Tekla World Healthcare Fund Paid Distribution (Business Wire)
01:30PM	Tekla Life Sciences Investors Paid Distribution (Business Wire)
01:30PM	Tekla Healthcare Opportunities Fund Paid Distribution (Business Wire)
01:30PM	Tekla Healthcare Investors Paid Distribution (Business Wire)

Tekla Life Sciences Investors is a closed-ended equity mutual fund launched and managed by Tekla Capital Management LLC. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the life sciences sector, including the biotechnology, pharmaceutical, diagnostics, managed healthcare, medical equipment, hospitals, healthcare information technology and services, devices and supplies industries, and in agriculture and environmental management industries. The fund primarily invests in growth stocks of small cap companies. It employs fundamental analysis with a focus on factors such as market position for services or products, experience of business management, technological expertise, and the ability either to generate funds internally to finance growth or to secure outside sources of capital to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Biotech Index and the S&P 500 Index. It was formerly known as H&Q Life Sciences Investors fund. Tekla Life Sciences Investors was formed on February 20, 1992 and is domiciled in the United States.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Saba Capital Management, L.P.	10% Owner	May 02 '24	Buy	13.46	26,274	353,648	3,068,730	May 02 04:50 PM
Saba Capital Management, L.P.	10% Owner	May 01 '24	Buy	13.02	252	3,281	3,042,456	May 02 04:50 PM
Saba Capital Management, L.P.	10% Owner	Apr 30 '24	Buy	13.13	16,573	217,603	3,042,204	May 01 10:23 AM
Saba Capital Management, L.P.	10% Owner	Apr 26 '24	Buy	13.00	120,304	1,563,952	3,025,602	Apr 29 04:54 PM
Saba Capital Management, L.P.	10% Owner	Apr 25 '24	Buy	12.99	97,574	1,267,486	2,905,298	Apr 26 11:40 AM
Saba Capital Management, L.P.	10% Owner	Apr 24 '24	Buy	13.12	20,529	269,340	2,807,724	Apr 26 11:40 AM
Saba Capital Management, L.P.	10% Owner	Apr 23 '24	Buy	13.15	48,203	633,869	2,787,195	Apr 23 08:00 PM
Saba Capital Management, L.P.	10% Owner	Apr 22 '24	Buy	12.88	2,022	26,043	2,738,992	Apr 23 08:00 PM
Saba Capital Management, L.P.	10% Owner	Apr 19 '24	Buy	12.84	42,459	545,174	2,736,970	Apr 22 03:08 PM
Saba Capital Management, L.P.	10% Owner	Apr 18 '24	Buy	12.80	81,738	1,046,246	2,694,511	Apr 22 03:08 PM
Goetz Kathleen	Director	Apr 09 '24	Buy	13.32	400	5,327	1,085	Apr 12 09:20 AM
Reit Todd	Director	Jan 02 '24	Buy	13.80	1,000	13,798	1,000	Jan 04 02:23 PM
Maher Bill	Director	Dec 28 '23	Buy	13.57	1,000	13,570	1,000	Jan 02 04:34 PM
OMSTEAD DANIEL R	President	Sep 25 '23	Buy	12.39	10,096	125,116	197,518	Sep 25 05:35 PM
OMSTEAD DANIEL R	President	Sep 20 '23	Buy	12.68	12,000	152,206	187,422	Sep 20 06:40 PM

Open in Screener

ASGI

Abrdn Global Infrastructure Income Fund

May 06 • 04:00PM ET

17.87

Dollar change +0.11
Percentage change 0.61	%

Financial • Closed-End Fund - Equity • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

ASGI Abrdn Global Infrastructure Income Fund daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-0.66	Insider Own	-	Shs Outstand	25.21M	Perf Week	3.05%
Market Cap	450.40M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	25.21M	Perf Month	2.40%
Income	-	PEG	-	EPS next Q	-	Inst Own	40.44%	Short Float	0.18%	Perf Quarter	2.75%
Sales	-	P/S	-	EPS this Y	-	Inst Trans	-	Short Ratio	0.63	Perf Half Y	9.69%
Book/sh	-	P/B	-	EPS next Y	-	ROA	-	Short Interest	0.05M	Perf Year	1.52%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W Range	14.96 - 18.55	Perf YTD	-0.40%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-	52W High	-3.67%	Beta	0.89
Dividend TTM	1.57 (8.79%)	Quick Ratio	-	Sales past 5Y	-	Gross Margin	-	52W Low	19.44%	ATR (14)	0.22
Dividend Ex-Date	Apr 22, 2024	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	-	RSI (14)	65.83	Volatility	1.34% 1.22%
Employees	-	Debt/Eq	-	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-	Payout	321.01%	Rel Volume	0.55	Prev Close	17.76
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	-	Earnings	-	Avg Volume	72.29K	Price	17.87
SMA20	4.06%	SMA50	2.80%	SMA200	4.14%	Trades		Volume	40,045	Change	0.61%

Apr-30-24 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Apr-09-24 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Mar-28-24 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Mar-11-24 04:45PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Feb-29-24 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
09:40PM	Loading…
Feb-13-24 09:40PM	CORRECTION: abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Feb-09-24 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jan-31-24 05:30PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jan-10-24 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Dec-14-23 03:30AM	abrdn Global Infrastructure Income Fund (ASGI) Announces 25% Increase in Distribution Rate, Approval of a Monthly Managed Distribution Policy and Authorization of an Open Market Share Repurchase Program (ACCESSWIRE)
Dec-11-23 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Nov-30-23 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Nov-06-23 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Oct-23-23 06:15PM	abrdn's U.S. Closed-End Funds Announce Proposed Acquisition of Assets of Four First Trust Advised Closed-End Funds (ACCESSWIRE)
Oct-11-23 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
04:27PM	Loading…
Sep-29-23 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Sep-12-23 04:37PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Aug-31-23 04:27PM	abrdn Global Infrastructure Income Fund Announces Distribution Payment Details (ACCESSWIRE)
Aug-15-23 05:40PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Aug-09-23 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jul-31-23 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jul-12-23 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jun-30-23 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jun-09-23 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
May-31-23 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
May-25-23 06:35PM	abrdn U.S. Closed-End Funds Announce Results of Annual Meeting of Shareholders (ACCESSWIRE)
May-09-23 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Apr-28-23 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Apr-11-23 04:27PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Mar-31-23 04:23PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
04:17PM	Loading…
Mar-09-23 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Feb-09-23 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jan-31-23 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jan-11-23 04:47PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Dec-22-22 04:30PM	abrdn's US Closed-End Funds Announce Closing Date for Acquisition of Assets of Four Delaware Management Company-Advised Closed-End Funds (ACCESSWIRE)
Dec-09-22 05:37PM	abrdn Global Infrastructure Income Fund Announces Results of Special Shareholder Meetings Relating to Proposed Reorganization With Macquarie Global Infrastructure Total Return Fund Inc. and Ratification of Independent Registered Public Accounting Firm (ACCESSWIRE)
05:23PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Dec-01-22 12:35PM	CORRECTION FROM SOURCE: abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Nov-30-22 04:47PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Nov-16-22 04:37PM	abrdn Global Infrastructure Income Fund Announces New Adjournment Date of Special Shareholder Meeting (ACCESSWIRE)
Nov-09-22 04:47PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Oct-31-22 04:47PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Oct-12-22 04:47PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Oct-03-22 04:17PM	CORRECTION: abrdn U.S. Closed-End Funds Announce Corrected Distribution Payment Details (ACCESSWIRE)
Sep-30-22 04:47PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Sep-12-22 04:47PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Aug-31-22 04:47PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Aug-11-22 04:20PM	Abrdn's U.S. Closed-End Funds Announce Special Shareholder Meetings Relating to Proposed Acquisition of Assets of Four Delaware Management Company-Advised Closed-End Funds (ACCESSWIRE)
Aug-09-22 04:17PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jul-29-22 04:47PM	abrdn U.S. Closed-end Funds Announce Distribution Payment Details (ACCESSWIRE)
Jul-12-22 04:47PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jun-30-22 04:47PM	Abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jun-10-22 04:17PM	Certain abrdn U.S. Closed-end Funds Announce Name Changes (ACCESSWIRE)
Jun-09-22 04:30PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jun-07-22 04:15PM	abrdn U.S. Closed-end Funds Announce Distribution Payment Details (ACCESSWIRE)
May-26-22 05:00PM	Abrdn U.S. Closed-End Funds Announce Results of Annual Meeting of Shareholders (ACCESSWIRE)
May-16-22 08:17AM	Abrdn Infrastructure Team Announces Virtual Forum, ASGI Fund Update (ACCESSWIRE)
May-10-22 05:30PM	Abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Apr-29-22 05:30PM	abrdn U.S. Closed-end Funds Announce Distribution Payment Details (ACCESSWIRE)
04:17PM	abrdn U.S. Closed-End Funds Announce Results of Annual Meeting of Shareholders (ACCESSWIRE)
Apr-11-22 06:15PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
05:50PM	Aberdeen Standard Global Infrastructure Income Fund Announces Increase in Distribution Rate of Monthly Distribution Expected To Be Maintained for at Least the Next 12 Months (ACCESSWIRE)
Apr-04-22 04:50PM	Abrdn U.S. Closed-End Funds Announce Release of U.S. Closed End Funds Monthly Factsheets (ACCESSWIRE)
Mar-31-22 06:20PM	abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Mar-09-22 07:40PM	Abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Mar-08-22 07:00AM	Cango Inc. to Report Fourth Quarter and Full Year 2021 Financial Results on March 10, 2022 Eastern Time (PR Newswire)
Mar-04-22 04:17PM	abrdn U.S. Closed-End Funds Announce Release Of U.S. Closed End Funds Monthly Factsheets (ACCESSWIRE)
Feb-28-22 05:55PM	Abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Feb-09-22 04:47PM	Abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Feb-04-22 09:00AM	Abrdn U.S. Closed-End Funds Announce Release of U.S. Closed End Funds Monthly Factsheets (ACCESSWIRE)
Jan-31-22 04:17PM	Abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jan-11-22 06:00PM	Abrdn U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Dec-09-21 07:00PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Nov-30-21 04:40PM	Aberdeen Standard Investments Inc. U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Nov-10-21 06:30PM	CORRECTION: Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Nov-09-21 04:27PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Oct-29-21 05:15PM	Aberdeen Standard Investments Inc. U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Oct-11-21 06:40PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Sep-30-21 04:23PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
03:17PM	Capital Link 20th Annual Closed-End Funds & Global ETFs Forum (GlobeNewswire)
Sep-23-21 04:23PM	Aberdeen Global Income Fund, Inc. Files a Prospectus Supplement to the "Shelf" Registration Statement (ACCESSWIRE)
Sep-10-21 04:23PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Aug-31-21 04:23PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Aug-23-21 05:10PM	Aberdeen Standard Investments Inc. Announces Release of U.S. Closed End Funds Monthly Factsheets (ACCESSWIRE)
Aug-10-21 04:23PM	Aberdeen Standard Investments U.S. Closed-end Funds Announce Distribution Payment Details (ACCESSWIRE)
Jul-30-21 04:17PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jul-27-21 04:47PM	Aberdeen Standard Investments Inc. Announces Release of U.S. Closed End Funds Monthly Factsheets (ACCESSWIRE)
Jul-12-21 05:00PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jun-30-21 04:23PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (ACCESSWIRE)
Jun-23-21 06:00PM	Aberdeen Standard Investments Inc. Announces Director Appointment and Director Resignation for US Funds (ACCESSWIRE)
Jun-21-21 04:17PM	Aberdeen Standard Investments Inc. Announces Release of U.S. Closed End Funds Monthly Factsheets (ACCESSWIRE)
Jun-09-21 04:23PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (PR Newswire)
May-28-21 04:23PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (PR Newswire)
May-27-21 04:53PM	Aberdeen Standard Global Infrastructure Income Fund Announces Results of Annual Meeting of Shareholders (PR Newswire)
May-26-21 04:23PM	Aberdeen Standard Investments Inc. Announces Release Of U.S. Closed End Funds Monthly Factsheets (PR Newswire)
May-11-21 04:57PM	Aberdeen Standard Investments U.S. Closed-End Funds Announce Distribution Payment Details (PR Newswire)
Apr-30-21 04:17PM	Aberdeen Standard Global Infrastructure Income Fund Announces Payment Of Monthly Distribution (PR Newswire)
Apr-29-21 08:53PM	Aberdeen Global Income Fund, Inc. Announces Results Of Annual Meeting Of Shareholders And Changes To Board Of Directors (PR Newswire)
Apr-28-21 04:23PM	Aberdeen Standard Investments Inc. Announces Release Of U.S. Closed End Funds Monthly Factsheets (PR Newswire)
Apr-12-21 04:27PM	Aberdeen Standard Global Infrastructure Income Fund Announces Record Date And Payment Date For Monthly Distribution (PR Newswire)

Abrdn Global Infrastructure Income Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Real Assets Allocation IndexSM.Under normal circumstances, the fund will invest at least 80% of its total assets (exclusive of collateral held from securities lending) in the securities of the underlying index. The underlying index measures the performance of an optimized allocation to the underlying funds that is intended to provide exposures to certain real assets and minimize overall volatility of investment in the underlying funds.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Saba Capital Management, L.P.	10% Owner	May 02 '24	Buy	17.51	58,011	1,015,773	2,889,010	May 02 04:47 PM
Saba Capital Management, L.P.	10% Owner	May 01 '24	Buy	17.20	18,556	319,163	2,830,999	May 02 04:47 PM
Saba Capital Management, L.P.	10% Owner	Apr 29 '24	Buy	17.37	15,132	262,843	2,812,434	May 01 10:21 AM
Saba Capital Management, L.P.	10% Owner	Apr 25 '24	Buy	17.27	34,547	596,627	2,797,302	Apr 26 11:36 AM
Saba Capital Management, L.P.	10% Owner	Apr 23 '24	Buy	17.11	13,691	234,253	2,762,755	Apr 23 07:56 PM
Saba Capital Management, L.P.	10% Owner	Apr 22 '24	Buy	16.89	6,129	103,519	2,749,064	Apr 23 07:56 PM
Goodson Alan R	Director of Adviser	Apr 18 '24	Buy	16.83	3,881	65,317	3,881	Apr 19 07:41 AM
Saba Capital Management, L.P.	10% Owner	Apr 15 '24	Buy	17.01	2,281	38,800	2,742,927	Apr 15 05:11 PM
Saba Capital Management, L.P.	10% Owner	Apr 11 '24	Buy	17.24	31,504	543,129	2,740,646	Apr 12 02:58 PM
Saba Capital Management, L.P.	10% Owner	Apr 10 '24	Buy	17.35	2,295	39,818	2,709,142	Apr 12 02:58 PM
Saba Capital Management, L.P.	10% Owner	Apr 09 '24	Buy	17.53	3,117	54,641	2,706,847	Apr 10 02:49 PM
Saba Capital Management, L.P.	10% Owner	Apr 04 '24	Buy	17.57	15,151	266,203	2,703,730	Apr 05 02:18 PM
Saba Capital Management, L.P.	10% Owner	Apr 02 '24	Buy	17.67	65,691	1,160,760	2,688,579	Apr 03 01:28 PM
Saba Capital Management, L.P.	10% Owner	Apr 01 '24	Buy	17.72	25,229	447,058	2,622,888	Apr 03 01:28 PM
Saba Capital Management, L.P.	10% Owner	Mar 19 '24	Buy	17.75	36,975	656,306	2,597,659	Mar 20 11:36 AM

Open in Screener

PKBK

Parke Bancorp Inc

May 06 • 04:00PM ET

16.65

Dollar change -0.19
Percentage change -1.13	%

Financial • Banks - Regional • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

PKBK Parke Bancorp Inc daily Stock Chart

Held by: VTI IWM VXF IWN AVUV DFAT BSVO VTWO DFAC IWC

Index	RUT	P/E	8.59	EPS (ttm)	1.94	Insider Own	18.13%	Shs Outstand	11.96M	Perf Week	1.96%
Market Cap	199.13M	Forward P/E	-	EPS next Y	-	Insider Trans	-1.19%	Shs Float	9.79M	Perf Month	-0.06%
Income	23.46M	PEG	0.33	EPS next Q	-	Inst Own	45.05%	Short Float	0.72%	Perf Quarter	-5.40%
Sales	121.11M	P/S	1.64	EPS this Y	-	Inst Trans	-0.97%	Short Ratio	3.29	Perf Half Y	-3.87%
Book/sh	23.75	P/B	0.70	EPS next Y	-	ROA	1.18%	Short Interest	0.07M	Perf Year	8.54%
Cash/sh	-	P/C	-	EPS next 5Y	26.30%	ROE	8.36%	52W Range	14.86 - 20.87	Perf YTD	-17.78%
Dividend Est.	-	P/FCF	8.65	EPS past 5Y	4.52%	ROI	5.50%	52W High	-20.22%	Beta	0.76
Dividend TTM	0.72 (4.32%)	Quick Ratio	-	Sales past 5Y	13.17%	Gross Margin	-	52W Low	12.05%	ATR (14)	0.33
Dividend Ex-Date	Apr 04, 2024	Current Ratio	0.88	EPS Y/Y TTM	-45.34%	Oper. Margin	26.01%	RSI (14)	52.05	Volatility	1.65% 1.93%
Employees	106	Debt/Eq	0.48	Sales Y/Y TTM	19.48%	Profit Margin	19.37%	Recom	2.00	Target Price	10.74
Option/Short	Yes / Yes	LT Debt/Eq	0.48	EPS Q/Q	-44.27%	Payout	30.70%	Rel Volume	0.71	Prev Close	16.84
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	9.24%	Earnings	Jan 24 BMO	Avg Volume	21.52K	Price	16.65
SMA20	1.52%	SMA50	0.17%	SMA200	-4.77%	Trades		Volume	15,290	Change	-1.13%

Apr-19-24 09:52PM	PKBK Stock Earnings: Parke Bancorp Reported Results for Q1 2024 (InvestorPlace)
04:22PM	Parke Bancorp: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	PARKE BANCORP, INC. ANNOUNCES FIRST QUARTER 2024 EARNINGS (PR Newswire)
Mar-20-24 08:30AM	PARKE BANCORP, INC. ANNOUNCES CASH DIVIDEND (PR Newswire)
Jan-26-24 04:34AM	Parke Bancorp Inc (PKBK) Reports Decline in Q4 Net Income Amidst Rising Interest Expenses (GuruFocus.com)
08:47AM	Loading…
Jan-24-24 08:47AM	Parke Bancorp: Q4 Earnings Snapshot (Associated Press Finance)
08:30AM	PARKE BANCORP, INC. ANNOUNCES FOURTH QUARTER 2023 EARNINGS (PR Newswire)
Jan-01-24 11:08AM	Parke Bancorp Inc's Dividend Analysis (GuruFocus.com)
Dec-20-23 04:15PM	PARKE BANCORP, INC. ANNOUNCES CASH DIVIDEND (PR Newswire)
Oct-27-23 09:44PM	Parke Bancorp Inc (PKBK) Announces Q3 2023 Earnings Amidst Challenges (GuruFocus.com)
Oct-25-23 05:33PM	Parke Bancorp: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	PARKE BANCORP, INC. ANNOUNCES THIRD QUARTER 2023 EARNINGS (PR Newswire)
Sep-29-23 07:13AM	Unfolding Parke Bancorp Inc's Dividend Performance and Sustainability (GuruFocus.com)
Sep-28-23 09:00AM	Parke Bank Named One of the Top 20 Community Banks by Bank Director (PR Newswire)
Sep-20-23 04:15PM	PARKE BANCORP, INC. ANNOUNCES CASH DIVIDEND (PR Newswire)
09:07AM	Loading…
Jul-26-23 09:07AM	Parke Bancorp: Q2 Earnings Snapshot (Associated Press Finance) +5.31%
09:00AM	PARKE BANCORP, INC. ANNOUNCES SECOND QUARTER 2023 EARNINGS (PR Newswire)
Jun-28-23 05:00PM	PARKE BANCORP, INC. ANNOUNCES CASH DIVIDEND (PR Newswire)
Jun-14-23 08:46AM	Top 20 Most Profitable Banks in the World (Insider Monkey)
Apr-26-23 10:21AM	Those who invested in Parke Bancorp (NASDAQ:PKBK) three years ago are up 47% (Simply Wall St.)
Apr-24-23 04:49PM	Parke Bancorp: Q1 Earnings Snapshot (AP Finance)
04:15PM	PARKE BANCORP, INC. ANNOUNCES FIRST QUARTER 2023 EARNINGS (PR Newswire)
Mar-28-23 04:15PM	PARKE BANCORP, INC. ANNOUNCES CASH DIVIDEND (PR Newswire)
Mar-15-23 12:42PM	Parke Bancorp, Inc. (NASDAQ:PKBK) has caught the attention of institutional investors who hold a sizeable 45% stake (Simply Wall St.)
Feb-15-23 11:51PM	Despite recession talk, Philadelphia-area banks are still looking to lend (American City Business Journals)
Jan-26-23 06:44AM	Daily Vickers Top Buyers & Sellers for 01/26/2023 (Argus Research)
Jan-20-23 05:24AM	Parke Bancorp Full Year 2022 Earnings: EPS: US$3.51 (vs US$3.43 in FY 2021) (Simply Wall St.)
Jan-18-23 08:30AM	PARKE BANCORP, INC. ANNOUNCES FOURTH QUARTER 2022 EARNINGS (PR Newswire)
Dec-21-22 04:15PM	PARKE BANCORP, INC. ANNOUNCES CASH DIVIDEND (PR Newswire)
Nov-17-22 09:18AM	Investors in Parke Bancorp (NASDAQ:PKBK) have made a decent return of 47% over the past five years (Simply Wall St.)
09:15AM	Loading…
Oct-19-22 09:15AM	PARKE BANCORP, INC. ANNOUNCES THIRD QUARTER 2022 EARNINGS (PR Newswire)
Oct-06-22 11:55AM	With 44% stake, Parke Bancorp, Inc. (NASDAQ:PKBK) seems to have captured institutional investors' interest (Simply Wall St.)
Sep-03-22 08:55AM	Parke Bancorp, Inc. (NASDAQ:PKBK) Passed Our Checks, And It's About To Pay A US$0.18 Dividend (Simply Wall St.)
Aug-30-22 09:00AM	PARKE BANCORP, INC. ANNOUNCES CASH DIVIDEND (PR Newswire)
Aug-14-22 10:00PM	Philadelphia-area banks post strong 2Q earnings, but economic uncertainty clouds outlook (American City Business Journals)
Aug-07-22 08:05AM	Parke Bancorp (NASDAQ:PKBK) Ticks All The Boxes When It Comes To Earnings Growth (Simply Wall St.)
Jul-20-22 04:15PM	PARKE BANCORP, INC. ANNOUNCES SECOND QUARTER 2022 EARNINGS (PR Newswire)
Jun-27-22 01:29PM	Parke Bancorp (NASDAQ:PKBK) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.)
Jun-26-22 08:19AM	Parke Bancorp (NASDAQ:PKBK) Has Affirmed Its Dividend Of US$0.16 (Simply Wall St.)
Jun-22-22 04:15PM	PARKE BANCORP, INC. ANNOUNCES CASH DIVIDEND (PR Newswire)
Jun-06-22 01:02PM	Those who invested in Parke Bancorp (NASDAQ:PKBK) five years ago are up 68% (Simply Wall St.)
Apr-29-22 11:36AM	Do Institutions Own Parke Bancorp, Inc. (NASDAQ:PKBK) Shares? (Simply Wall St.)
Apr-19-22 02:38PM	PARKE BANCORP, INC. ANNOUNCES FIRST QUARTER 2022 EARNINGS (PR Newswire)
Mar-24-22 04:15PM	PARKE BANCORP, INC. ANNOUNCES CASH DIVIDEND (PR Newswire)
Feb-28-22 04:36AM	Should You Be Adding Parke Bancorp (NASDAQ:PKBK) To Your Watchlist Today? (Simply Wall St.)
Feb-09-22 12:52PM	These Greater Philadelphia banks had the biggest 2021 increases in net income, stock price (American City Business Journals)
Jan-28-22 01:38PM	Siena Capital Partners GP, LLC Buys Old Second Bancorp Inc, American Riviera Bank, Mountain ... (GuruFocus.com)
Jan-19-22 04:15PM	PARKE BANCORP, INC. ANNOUNCES FOURTH QUARTER 2021 EARNINGS (PR Newswire)
Dec-27-21 09:04AM	Parke Bancorp (NASDAQ:PKBK) shareholders have earned a 10% CAGR over the last five years (Simply Wall St.)
Dec-15-21 04:15PM	PARKE BANCORP, INC. ANNOUNCES CASH DIVIDEND (PR Newswire)
Oct-26-21 11:06AM	Could The Parke Bancorp, Inc. (NASDAQ:PKBK) Ownership Structure Tell Us Something Useful? (Simply Wall St.)
Oct-20-21 04:15PM	Parke Bancorp, Inc. Announces Third Quarter Earnings (PR Newswire)
Sep-23-21 04:15PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire)
Aug-27-21 10:43AM	Is Now The Time To Put Parke Bancorp (NASDAQ:PKBK) On Your Watchlist? (Simply Wall St.)
Jul-21-21 04:15PM	Parke Bancorp, Inc. Announces Second Quarter Earnings (PR Newswire)
Jun-28-21 01:41AM	Parke Bancorp (NASDAQ:PKBK) Will Pay A Dividend Of US$0.16 (Simply Wall St.)
Jun-23-21 05:07PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire)
Jun-15-21 11:38AM	Here is What Hedge Funds Think About Parke Bancorp, Inc. (PKBK) (Insider Monkey)
Apr-26-21 09:47AM	Did You Participate In Any Of Parke Bancorp's (NASDAQ:PKBK) Fantastic 144% Return ? (Simply Wall St.)
Apr-23-21 04:30PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire) +6.91%
Apr-22-21 05:56PM	Parke Bancorp, Inc. Announces Record First Quarter 2021 Earnings (PR Newswire)
Jan-21-21 05:07PM	Parke Bancorp, Inc. Announces Fourth Quarter 2020 Earnings (PR Newswire)
Jan-20-21 04:05PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire)
Dec-14-20 04:15AM	What Can We Learn About Parke Bancorp's (NASDAQ:PKBK) CEO Compensation? (Simply Wall St.)
Nov-26-20 08:04PM	Is Parke Bancorp, Inc. (PKBK) Going to Burn These Hedge Funds? (Insider Monkey)
Nov-02-20 10:06AM	Insider Sells Parke Bancorp's Stock (Benzinga) +5.57%
Oct-22-20 04:05PM	Parke Bancorp, Inc. Announces Third Quarter 2020 Earnings (PR Newswire)
Oct-15-20 09:55AM	Here's What Parke Bancorp, Inc.'s (NASDAQ:PKBK) Shareholder Ownership Structure Looks Like (Simply Wall St.)
Sep-23-20 04:10PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire)
Jul-27-20 04:10PM	Parke Bancorp, Inc. Announces Second Quarter 2020 Earnings (PR Newswire)
Jul-15-20 04:10PM	Parke Bancorp, Inc. Announces Completion Of $30 Million Subordinated Notes Offering (PR Newswire)
Jul-01-20 04:10PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire) +5.46%
Jun-04-20 05:29PM	Hedge Funds Nibbling On Parke Bancorp, Inc. (PKBK) (Insider Monkey)
May-19-20 10:10AM	Is Parke Bancorp, Inc. (NASDAQ:PKBK) An Attractive Dividend Stock? (Simply Wall St.)
Apr-21-20 10:00AM	Parke Bancorp, Inc. Announces First Quarter 2020 Earnings (PR Newswire)
Apr-04-20 08:56AM	Parke Bancorp, Inc. (NASDAQ:PKBK) Looks Interesting, And It's About To Pay A Dividend (Simply Wall St.)
Mar-30-20 04:10PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire) -11.13%
Mar-20-20 04:05PM	SHAREHOLDER ALERT: Levi & Korsinsky, LLP Announces an Investigation Concerning Possible Breaches of Fiduciary Duty by Certain Officers and Directors of Parke Bancorp, Inc. - PKBK (ACCESSWIRE) -9.75%
Feb-21-20 10:08AM	The Parke Bancorp (NASDAQ:PKBK) Share Price Has Gained 179%, So Why Not Pay It Some Attention? (Simply Wall St.)
Feb-03-20 04:10PM	Parke Bancorp, Inc. Announces 10% Stock Dividend (PR Newswire)
Jan-22-20 04:10PM	Parke Bancorp, Inc. Announces Fourth Quarter Earnings And Record Yearly Earnings (PR Newswire)
Jan-15-20 10:22AM	What Did Parke Bancorp, Inc.'s (NASDAQ:PKBK) CEO Take Home Last Year? (Simply Wall St.)
Dec-18-19 04:10PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire)
Dec-10-19 02:46PM	Do You Know What Parke Bancorp, Inc.'s (NASDAQ:PKBK) P/E Ratio Means? (Simply Wall St.)
Nov-29-19 10:40PM	Hedge Funds Are Warming Up To Parke Bancorp, Inc. (PKBK) (Insider Monkey)
Oct-31-19 11:07AM	Do Parke Bancorp's (NASDAQ:PKBK) Earnings Warrant Your Attention? (Simply Wall St.)
Oct-23-19 04:10PM	Parke Bancorp, Inc. Announces Third Quarter 2019 Earnings (PR Newswire)
Oct-05-19 08:43AM	Parke Bancorp, Inc. (NASDAQ:PKBK) Passed Our Checks, And It's About To Pay A 0.7% Dividend (Simply Wall St.)
Sep-25-19 04:10PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire)
Sep-02-19 03:03PM	Are Insiders Selling Parke Bancorp, Inc. (NASDAQ:PKBK) Stock? (Simply Wall St.)
Aug-07-19 06:22AM	What To Know Before Buying Parke Bancorp, Inc. (NASDAQ:PKBK) For Its Dividend (Simply Wall St.)
Jul-22-19 04:10PM	Parke Bancorp, Inc. Announces Q2 2019 Earnings (PR Newswire)
Jul-09-19 06:31AM	Should You Be Pleased About The CEO Pay At Parke Bancorp, Inc.'s (NASDAQ:PKBK) (Simply Wall St.)
Jun-26-19 04:00PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire)
May-13-19 03:43PM	Here's What Parke Bancorp, Inc.'s (NASDAQ:PKBK) P/E Ratio Is Telling Us (Simply Wall St.) -6.44%
Apr-16-19 10:13AM	Parke Bancorp: 1Q Earnings Snapshot (Associated Press)
10:05AM	Parke Bancorp, Inc. Announces Increase In Quarterly Cash Dividend (PR Newswire)
10:05AM	Parke Bancorp, Inc. Announces First Quarter 2019 Earnings (PR Newswire)
Apr-05-19 07:09AM	4 Days Left Until Parke Bancorp, Inc. (NASDAQ:PKBK) Trades Ex-Dividend (Simply Wall St.)
Mar-20-19 04:10PM	Parke Bancorp, Inc. Announces Cash Dividend (PR Newswire)

Parke Bancorp, Inc. is a holding company, which engages in the provision of community banking. The company was founded in January 2005 and is headquartered in Sewell, NJ.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
PANTILIONE VITO S	President & CEO	Apr 25 '24	Buy	16.56	1,000	16,560	216,760	Apr 26 11:16 AM
PANTILIONE VITO S	President & CEO	Apr 25 '24	Buy	16.56	600	9,936	13,742	Apr 26 11:16 AM
Gallo Ralph Martin	Executive VP/COO	Mar 15 '24	Option Exercise	12.29	4,500	55,305	4,904	Mar 18 11:53 AM
Gallo Ralph Martin	Executive VP/COO	Mar 15 '24	Sale	16.73	4,500	75,285	404	Mar 18 11:53 AM
KRIPITZ JEFFREY H	Director	Feb 27 '24	Sale	16.50	2,372	39,138	93,013	Feb 28 10:54 AM
KRIPITZ JEFFREY H	Director	Feb 26 '24	Sale	16.50	6,000	99,003	95,385	Feb 28 10:54 AM
KRIPITZ JEFFREY H	Director	Feb 23 '24	Sale	16.41	1,628	26,712	101,385	Feb 26 10:31 AM
PANTILIONE VITO S	President & CEO	Feb 13 '24	Buy	15.94	1,000	15,940	215,760	Feb 14 09:50 AM
Hill Jonathan D.	SVP, Chief Financial Officer	Feb 13 '24	Buy	16.00	30	480	30	Feb 14 01:32 PM
PANTILIONE VITO S	President & CEO	Feb 01 '24	Buy	18.00	1,000	18,005	214,760	Feb 02 11:08 AM
PANTILIONE VITO S	President & CEO	Feb 01 '24	Buy	18.00	600	10,803	13,142	Feb 02 11:08 AM
KRIPITZ JEFFREY H	Director	Jan 30 '24	Sale	19.53	2,000	39,062	103,013	Jan 31 10:41 AM
KRIPITZ JEFFREY H	Director	Jan 29 '24	Sale	19.31	8,000	154,506	105,013	Jan 31 10:41 AM
KRIPITZ JEFFREY H	Director	Nov 30 '23	Sale	18.00	2,268	40,824	113,013	Dec 01 10:06 AM
KRIPITZ JEFFREY H	Director	Nov 29 '23	Sale	17.98	5,232	94,071	115,281	Dec 01 10:06 AM
PANTILIONE VITO S	President & CEO	Nov 15 '23	Buy	18.51	600	11,107	213,760	Nov 16 09:40 AM
PANTILIONE VITO S	President & CEO	Nov 14 '23	Buy	18.10	600	10,861	12,542	Nov 15 09:21 AM
PANTILIONE VITO S	President & CEO	Nov 14 '23	Buy	18.10	400	7,241	213,160	Nov 15 09:21 AM
PANTILIONE VITO S	President & CEO	Aug 09 '23	Buy	18.58	1,000	18,576	212,760	Aug 10 09:26 AM
PANTILIONE VITO S	President & CEO	Aug 09 '23	Buy	18.58	600	11,146	11,942	Aug 10 09:26 AM
KRIPITZ JEFFREY H	Director	Jun 14 '23	Sale	17.51	8,900	155,839	120,513	Jun 15 09:18 AM
KRIPITZ JEFFREY H	Director	Jun 13 '23	Sale	17.49	6,000	104,940	129,413	Jun 14 09:46 AM
KRIPITZ JEFFREY H	Director	Jun 08 '23	Sale	17.50	100	1,750	135,413	Jun 13 08:35 AM

Open in Screener

RCG

RENN Fund, Inc.

May 06 • 04:00PM ET

1.60

Dollar change -0.03
Percentage change -2.13	%

Financial • Closed-End Fund - Equity • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Index	-	P/E	-	EPS (ttm)	-0.12	Insider Own	14.93%	Shs Outstand	7.02M	Perf Week	0.64%
Market Cap	11.23M	Forward P/E	-	EPS next Y	-	Insider Trans	1.28%	Shs Float	5.97M	Perf Month	-4.12%
Income	-	PEG	-	EPS next Q	-	Inst Own	16.58%	Short Float	0.01%	Perf Quarter	-3.72%
Sales	0.29M	P/S	39.28	EPS this Y	-	Inst Trans	-	Short Ratio	0.07	Perf Half Y	-7.51%
Book/sh	1.97	P/B	0.81	EPS next Y	-	ROA	-	Short Interest	0.00M	Perf Year	-6.63%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W Range	1.52 - 1.90	Perf YTD	-6.43%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-	52W High	-15.78%	Beta	0.59
Dividend TTM	0.02 (0.95%)	Quick Ratio	-	Sales past 5Y	-	Gross Margin	-	52W Low	5.27%	ATR (14)	0.06
Dividend Ex-Date	Dec 15, 2023	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	-	RSI (14)	48.94	Volatility	2.37% 3.20%
Employees	-	Debt/Eq	-	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-	Payout	-	Rel Volume	0.13	Prev Close	1.63
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	26.30%	Earnings	-	Avg Volume	7.43K	Price	1.60
SMA20	-0.61%	SMA50	0.16%	SMA200	-5.87%	Trades		Volume	992	Change	-2.13%

Dec-14-23 02:05PM	RENN Fund, Inc. Announces Year End Distribution (ACCESSWIRE)
Dec-04-23 12:10PM	Renn Fund, Inc. Announces Record Date for Year End Distribution (ACCESSWIRE)
May-05-23 08:42AM	Richardson Wealth Advisors Honoured on List of Canada's Top Women Advisors (PR Newswire)
Apr-03-23 10:33AM	RF CAPITAL REPORTS AUA OF $36 BILLION FOR MARCH 2023 AND ADDS THREE NEW ADVISORS (PR Newswire)
Dec-20-22 10:30AM	RENN Fund, Inc. Announces Year-End Distribution (ACCESSWIRE) +8.99%
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Dec-09-22 10:35AM	Renn Fund, Inc. Announces Record Date for Year End Distribution (Business Wire)
Apr-05-22 08:00AM	MEDIA ADVISORY - RF CAPITAL TO ANNOUNCE Q1 2022 RESULTS AND HOST VIRTUAL AGM ON MAY 4, 2022 (PR Newswire)
Apr-01-22 03:23PM	RF CAPITAL REPORTS RECORD AUA OF $37.1 BILLION FOR MARCH 2022 (PR Newswire) +6.32%
Mar-30-22 07:30AM	RF Capital Completes Common Share Consolidation (PR Newswire)
Jan-27-22 03:17PM	CORRECTING and REPLACING RENN Fund, Inc. Announces Results of Rights Offering (Business Wire)
Dec-17-21 02:09PM	RENN Fund, Inc. Announces Year-End Distribution (Business Wire)
Dec-09-21 05:30PM	RENN Fund, Inc. Announces Record Date for Year End Distribution (Business Wire) -6.02%
Dec-08-21 06:24PM	RENN Fund, Inc. Announces Rights Offering for Shares of Common Stock, Record Date and Summary of Terms (Business Wire)
Dec-03-21 09:52AM	RENN Fund, Inc. Announces Rights Offering for Shares of Common Stock, Record Date and Summary of Terms (Business Wire)
Apr-19-21 07:00AM	Dean Manjuris Joins Richardson Wealth as Vice-Chair to Support Ambitious Growth Agenda (PR Newswire)
10:33AM	Loading…
Apr-15-21 10:33AM	MEDIA ADVISORY - RF Capital to Announce First Quarter 2021 Results May 10, 2021 (PR Newswire)
07:00AM	Richardson Wealth Named a Top 50 Best Workplace (PR Newswire)
Apr-09-21 09:45AM	RF Capital Board Once Again Determines That it Will Not Engage with Competitor's Unsolicited Proposal (PR Newswire)
Oct-20-20 07:58PM	RENN Fund, Inc. Announces Receipt of Proceeds from Petrohunter Energy Corporation (Business Wire)
Feb-11-19 03:35PM	RENN Fund, Inc. Announces Results of Rights Offering (Business Wire)
Dec-19-18 12:11PM	RENN Fund, Inc. Announces Rights Offering for Shares of Common Stock, Record Date and Summary of Terms (Business Wire)
Jun-30-17 01:03PM	RENN Fund, Inc. Shareholders Approve New Investment Advisor (Business Wire)
Jun-05-17 11:52AM	RENN Fund, Inc. Announces Adjournment of Special Meeting of Shareholders (Business Wire)
May-22-17 08:18AM	RENN Fund Board Recommends Shareholders Vote in Favor of All Proposals Contained in Definitive Proxy Dated April 28, 2017 (Business Wire)
Feb-09-17 04:01PM	MOVES-Barclays, Nasdaq, RenCap, AXA, BC Partners (Reuters)
Oct-19-16 09:00AM	RENN Fund Enters into Letter of Intent with Horizon Kinetics (Business Wire) +5.97%
Aug-05-16 03:14PM	RENN Fund Announces Shareholder Approval of Plan of Liquidation and Dissolution (Business Wire)
Jul-25-16 03:08AM	RCG Corp. Ltd. :RCG-AU: Earnings Analysis: For the six months ended December 31, 2015 : July 25, 2016 (Capital Cube)
Jun-29-16 08:00AM	RENN Fund, Inc. Announces Postponement of its Annual Meeting (Business Wire)
Jun-28-16 01:51PM	RENN Fund, Inc. Acknowledges Receipt of Non-Binding Proposal from Etude Capital (Business Wire)
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Jun-13-16 02:25PM	Etude Capital Delivers Letter to RENN Fund CEO, Board of Directors (PR Newswire)
May-31-16 10:02AM	[$$] High-security smartphone looks to dial up global elite (Financial Times)
Apr-29-16 01:50PM	Milford biotech slashes IPO size by 63% due to hepatitis B competition (bizjournals.com)
Apr-07-16 08:00AM	Etude Capital Comments on RENN Fund Liquidation (Business Wire)
Apr-05-16 08:00AM	RENN Fund, Inc. Board of Directors Approves Plan of Liquidation and Dissolution (Business Wire) +7.32%
Jan-11-16 01:05PM	The Big 4 Theatre Stocks Underperformed In 2015...Will This Year Be Better? (Benzinga)
Dec-16-15 12:50PM	2015 IPOs a 'disappointment' by nearly every measure (bizjournals.com) +9.05%
11:30AM	One Tampa Bay company stands out in a slow year for this benchmark (bizjournals.com)
Dec-08-15 01:13PM	RENN FUND, INC. Financials
Nov-19-15 03:29PM	How Square, Match Group IPOs affect Triangles tech entrepreneurs (bizjournals.com) -5.31%
Jul-28-15 05:13PM	Move over Juno: This company just had the largest biotech IPO ever (bizjournals.com)
Apr-09-15 12:27PM	Carbylan Therapeutics raises $65M in IPO, stock rises on debut (bizjournals.com)
Apr-06-15 03:25PM	Carbylan Therapeutics revives IPO plans, chops target number (bizjournals.com)
03:00PM	Aduro Biotech hikes IPO target to $93 million (bizjournals.com)
Mar-31-15 07:48PM	GoDaddy tops targets with $440M IPO (bizjournals.com)
10:39AM	GoDaddy IPO this week comes at a slow time for tech offerings (bizjournals.com)
Mar-20-15 12:02AM	SteadyMed raises $40M in IPO that falls far short of expectations (bizjournals.com)
Mar-19-15 03:15PM	New study points to cracks in recent IPO boom (bizjournals.com)
Mar-17-15 03:15PM	SteadyMed hopes to break Bay Area IPO lull with $68.4M offering this week (bizjournals.com)
Mar-11-15 03:39PM	RENN FUND, INC. Files SEC form 8-K, Change in Directors or Principal Officers
Mar-09-15 01:40PM	Carbylan Therapeutics lines up $4M debt financing after putting off $93M IPO (bizjournals.com)
Feb-18-15 11:14AM	Carbylan Therapeutics postpones Wall Street debut amid slowing IPO market (bizjournals.com)
Feb-12-15 09:05AM	Genetic testing firm Invitae tops IPO targets, raises $102M (bizjournals.com)
Feb-09-15 10:55AM	Bay Area life science IPOs hope to get past last week's logjam (bizjournals.com)
Feb-02-15 12:19PM	2 more Bay Area life science IPOs coming this week, Invitae sets terms for next week (bizjournals.com)
Jan-26-15 11:35AM	After big Box debut, next 4 Bay Area IPOs are all in life sciences (bizjournals.com)
Dec-29-14 03:20PM	Year in Review: Houston sees fewer IPOs in 2014 (bizjournals.com)
Dec-26-14 02:47PM	Energy IPOs set a record in 2014 (bizjournals.com)
Dec-22-14 02:40PM	Pair of Columbus companies join in biggest year for IPOs since 2000 (bizjournals.com)
Sep-24-14 09:08PM	Interim for RCG Holdings Ltd. (Company Spotlight) +5.44%
May-22-14 04:19AM	Weibo and Renren highlight troubles facing Chinese web groups (Financial Times)
Mar-15-13 08:22AM	RENN Global: A Cheap, Interesting And Speculative CEF (Seeking Alpha)
Dec-14-12 05:00PM	RENN Global Entrepreneurs Fund, Inc. Announces Resignation of Chief Financial Officer and Appointment of Acting Chief Financial Officer (Business Wire)
May-04-12 06:46AM	Facebook narrows in on IPO price (bizjournals.com)
Mar-05-12 10:14AM	13 Great Senior Discounts (TheStreet)
Feb-14-12 06:47AM	Investing In Emerging Technologies (Seeking Alpha)
Feb-10-12 11:46AM	Shut up and buy the tech bubble? Heck yeah. (MarketWatch)
Jan-11-12 05:20PM	Two trades for this market (MarketWatch)
Jan-04-12 03:29PM	Cody Willard: One of the ten must-own tech stocks for 2012 (MarketWatch)
10:05AM	Amazon is very oversold and other must-reads (MarketWatch)
Dec-09-11 10:03PM	Chicago broker shows 'em the money post MF Global (Reuters)
Dec-04-11 12:12PM	CEF Weekly Review: World Equity Funds Surge (Seeking Alpha)
Oct-27-11 04:26PM	Stock picks for tech traders and other must-reads (MarketWatch)
Sep-27-11 04:24PM	Investment Industry Regulatory Organization of Canada - Trade Resumption - Almonty Industries Inc. (formerly RCG Capital Inc.) - AII (formerly RCG.P) (PR Newswire)
Sep-06-11 08:39AM	RENN Global Entrepreneurs Fund: Much Risk And Much Appeal (Seeking Alpha)
Aug-03-11 08:30AM	Wall Street 1-2-1 Unveils Confirmed Schedule and Prestigious Speaker Line-Up for Upcoming Event at Ritz-Carlton Hotel Grande Lakes on September 13-16, 2011 (Marketwire)
Jun-29-11 04:41PM	Youku.com shares on a rollercoaster, but that's no surprise (MarketWatch)
Apr-17-11 08:55AM	China's Leading Social Networking Site Files for $531M IPO (Seeking Alpha)
Apr-09-11 08:38PM	[video] Kevin Harrington: Forget Banks, Come to ABC's 'Shark Tank' (TheStreet.com)
Apr-08-11 07:30AM	[video] Kevin Harrington: Forget Banks Come to ABC's Shark Tank (TheStreet.com)
Oct-04-10 01:45PM	[$$] A Look at More Media Stock Picks (TheStreet.com)
Sep-12-10 06:10AM	CEF Weekly Review: Service Economy Slowly Advances (Seeking Alpha)
Sep-09-10 02:21AM	Peter Brimelow: Fund service grinds out gains (MarketWatch)
Apr-19-10 09:00AM	RENN Global Entrepreneurs Fund, Inc. Announces the Annual Meeting and RENN Investor Conference (Business Wire)
Dec-31-09 08:41AM	[$$] 3D Could Make Movie Theater Stocks Pop (Barrons.com)
Jun-16-09 12:39AM	[$$] Is Big Runup That Big a Deal? (Barron's Online)
May-20-09 08:54AM	Shareholders Approve Change to a Registered Non-Diversified Closed-End Fund and Changed the Name to RENN Global Entrepreneurs Fund, Inc. (Business Wire)
May-12-09 12:20PM	RENAISSANCE CAPITAL GROWTH & INCOME FUND III INC Files SEC form 10-Q, Quarterly Report (EDGAR Online)
Apr-22-09 08:53AM	Renaissance Capital Growth & Income Fund III, Inc. Announces its Annual Meeting and RENN Investor Conference (Business Wire)
Apr-02-09 12:06PM	RENAISSANCE CAPITAL GROWTH & INCOME FUND III INC Files SEC form 10-K/A, Annual Report (EDGAR Online)
Mar-30-09 04:27PM	RENAISSANCE CAPITAL GROWTH & INCOME FUND III INC Files SEC form 10-K, Annual Report (EDGAR Online)
Feb-20-09 01:50PM	Renaissance Capital Changes Special Shareholders Meeting Date (Business Wire)
Jan-09-09 08:15AM	RCG Board of Directors Recommends Important Structure Change for The Fund (Business Wire)
Nov-12-08 12:22PM	RENAISSANCE CAPITAL GROWTH & INCOME FUND III INC Files SEC form 10-Q, Quarterly Report (EDGAR Online)
Sep-26-08 08:15AM	Renaissance Capital Announces Third Quarter Distribution of $0.10 Per Share (Business Wire)
Aug-29-08 04:30PM	RENAISSANCE CAPITAL GROWTH & INCOME FUND III INC Files SEC form 8-K, Other Events (EDGAR Online)
Aug-13-08 03:29PM	RENAISSANCE CAPITAL GROWTH & INCOME FUND III INC Files SEC form 10-Q, Quarterly Report (EDGAR Online)
Jun-18-08 03:07PM	Renaissance Capital Announces Second Quarter Distribution of $0.10 Per Share (Business Wire)
May-14-08 06:03AM	RENAISSANCE CAPITAL GROWTH & INCOME FUND III INC Files SEC form 10-Q, Quarterly Report (EDGAR Online)
May-07-08 08:54AM	Annual Renaissance Investor Conference Spotlights Emerging Growth Companies (Business Wire)

RENN Fund, Inc. is a closed ended equity mutual fund launched by RENN Capital Group, Inc. The fund is co-managed by Horizon Kinetics Asset Management LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It seeks to invest in stocks of small-cap and mid-cap companies. The fund employs a fundamental analysis with a bottom-up stock picking approach to create its portfolio. It was formerly known as RENN Global Entrepreneurs Fund, Inc. RENN Fund, Inc. was formed on January 20, 1994 and is domiciled in the United States.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
STAHL MURRAY	President and CEO	May 03 '24	Buy	1.65	55	91	247,666	May 06 12:02 PM
STAHL MURRAY	President and CEO	May 03 '24	Buy	1.65	4	7	5,041	May 06 12:02 PM
STAHL MURRAY	President and CEO	May 02 '24	Buy	1.67	55	92	247,642	May 03 01:13 PM
STAHL MURRAY	President and CEO	May 02 '24	Buy	1.67	4	7	5,037	May 03 01:13 PM
STAHL MURRAY	President and CEO	May 01 '24	Buy	1.69	55	93	247,618	May 02 01:17 PM
STAHL MURRAY	President and CEO	May 01 '24	Buy	1.69	4	7	5,033	May 02 01:17 PM
STAHL MURRAY	President and CEO	Apr 30 '24	Buy	1.65	55	91	247,594	May 01 11:48 AM
STAHL MURRAY	President and CEO	Apr 30 '24	Buy	1.65	4	7	5,029	May 01 11:48 AM
STAHL MURRAY	President and CEO	Apr 29 '24	Buy	1.66	55	91	247,570	Apr 30 10:31 AM
STAHL MURRAY	President and CEO	Apr 29 '24	Buy	1.66	4	7	5,025	Apr 30 10:31 AM
STAHL MURRAY	President and CEO	Apr 26 '24	Buy	1.60	55	88	247,546	Apr 29 11:40 AM
STAHL MURRAY	President and CEO	Apr 26 '24	Buy	1.60	2	3	5,021	Apr 29 11:40 AM
STAHL MURRAY	President and CEO	Apr 25 '24	Buy	1.64	55	90	247,522	Apr 26 11:04 AM
STAHL MURRAY	President and CEO	Apr 25 '24	Buy	1.64	4	7	5,019	Apr 26 11:04 AM
STAHL MURRAY	President and CEO	Apr 24 '24	Buy	1.70	55	94	247,498	Apr 25 10:40 AM
STAHL MURRAY	President and CEO	Apr 24 '24	Buy	1.70	4	7	5,015	Apr 25 10:40 AM
STAHL MURRAY	President and CEO	Apr 23 '24	Buy	1.65	55	91	247,474	Apr 24 11:17 AM
STAHL MURRAY	President and CEO	Apr 23 '24	Buy	1.65	2	3	5,011	Apr 24 11:17 AM
STAHL MURRAY	President and CEO	Apr 22 '24	Buy	1.58	55	87	247,450	Apr 23 11:08 AM
STAHL MURRAY	President and CEO	Apr 22 '24	Buy	1.58	2	3	5,009	Apr 23 11:08 AM
STAHL MURRAY	President and CEO	Apr 19 '24	Buy	1.57	55	86	247,426	Apr 22 12:05 PM
STAHL MURRAY	President and CEO	Apr 19 '24	Buy	1.57	2	3	5,007	Apr 22 12:05 PM
STAHL MURRAY	President and CEO	Apr 18 '24	Buy	1.68	55	92	247,402	Apr 19 11:09 AM
STAHL MURRAY	President and CEO	Apr 18 '24	Buy	1.68	2	3	5,005	Apr 19 11:09 AM
STAHL MURRAY	President and CEO	Apr 17 '24	Buy	1.68	55	92	247,378	Apr 18 10:59 AM
STAHL MURRAY	President and CEO	Apr 17 '24	Buy	1.68	2	3	5,003	Apr 18 10:59 AM
STAHL MURRAY	President and CEO	Apr 16 '24	Buy	1.70	55	94	247,354	Apr 17 10:32 AM
STAHL MURRAY	President and CEO	Apr 16 '24	Buy	1.70	2	3	5,001	Apr 17 10:32 AM
STAHL MURRAY	President and CEO	Apr 15 '24	Buy	1.65	55	91	247,330	Apr 16 11:31 AM
STAHL MURRAY	President and CEO	Apr 15 '24	Buy	1.65	2	3	4,999	Apr 16 11:31 AM
STAHL MURRAY	President and CEO	Apr 12 '24	Buy	1.61	55	89	247,306	Apr 15 11:12 AM
STAHL MURRAY	President and CEO	Apr 12 '24	Buy	1.61	2	3	4,997	Apr 15 11:12 AM
STAHL MURRAY	President and CEO	Apr 11 '24	Buy	1.67	55	92	247,282	Apr 12 01:37 PM
STAHL MURRAY	President and CEO	Apr 11 '24	Buy	1.67	2	3	4,995	Apr 12 01:37 PM
STAHL MURRAY	President and CEO	Apr 10 '24	Buy	1.59	55	87	247,258	Apr 11 01:18 PM
STAHL MURRAY	President and CEO	Apr 10 '24	Buy	1.59	2	3	4,993	Apr 11 01:18 PM
STAHL MURRAY	President and CEO	Apr 09 '24	Buy	1.58	55	87	247,234	Apr 10 01:48 PM
STAHL MURRAY	President and CEO	Apr 09 '24	Buy	1.58	3	5	4,991	Apr 10 01:48 PM
STAHL MURRAY	President and CEO	Apr 08 '24	Buy	1.61	55	89	247,210	Apr 09 11:50 AM
STAHL MURRAY	President and CEO	Apr 08 '24	Buy	1.61	2	3	4,988	Apr 09 11:50 AM
STAHL MURRAY	President and CEO	Apr 05 '24	Buy	1.63	55	90	247,186	Apr 08 11:34 AM
STAHL MURRAY	President and CEO	Apr 05 '24	Buy	1.63	2	3	4,986	Apr 08 11:34 AM
STAHL MURRAY	President and CEO	Apr 04 '24	Buy	1.61	55	89	247,162	Apr 05 01:46 PM
STAHL MURRAY	President and CEO	Apr 04 '24	Buy	1.61	2	3	4,984	Apr 05 01:46 PM
STAHL MURRAY	President and CEO	Apr 03 '24	Buy	1.59	55	87	247,138	Apr 04 12:04 PM
STAHL MURRAY	President and CEO	Apr 03 '24	Buy	1.59	2	3	4,982	Apr 04 12:04 PM
STAHL MURRAY	President and CEO	Apr 02 '24	Buy	1.61	55	89	247,114	Apr 03 11:55 AM
STAHL MURRAY	President and CEO	Apr 02 '24	Buy	1.61	4	6	4,980	Apr 03 11:55 AM
STAHL MURRAY	President and CEO	Apr 01 '24	Buy	1.56	55	86	247,090	Apr 02 11:30 AM
STAHL MURRAY	President and CEO	Apr 01 '24	Buy	1.56	2	3	4,976	Apr 02 11:30 AM
STAHL MURRAY	President and CEO	Mar 28 '24	Buy	1.61	55	89	247,066	Apr 01 11:49 AM
STAHL MURRAY	President and CEO	Mar 28 '24	Buy	1.61	2	3	4,974	Apr 01 11:49 AM
STAHL MURRAY	President and CEO	Mar 27 '24	Buy	1.60	55	88	247,042	Mar 28 10:38 AM
STAHL MURRAY	President and CEO	Mar 27 '24	Buy	1.60	2	3	4,972	Mar 28 10:38 AM
STAHL MURRAY	President and CEO	Mar 26 '24	Buy	1.61	55	89	247,018	Mar 27 12:52 PM
STAHL MURRAY	President and CEO	Mar 26 '24	Buy	1.61	2	3	4,970	Mar 27 12:52 PM
STAHL MURRAY	President and CEO	Mar 25 '24	Buy	1.63	55	90	246,994	Mar 26 11:46 AM
STAHL MURRAY	President and CEO	Mar 25 '24	Buy	1.63	2	3	4,968	Mar 26 11:46 AM
STAHL MURRAY	President and CEO	Mar 22 '24	Buy	1.63	55	90	246,970	Mar 25 10:39 AM
STAHL MURRAY	President and CEO	Mar 22 '24	Buy	1.63	2	3	4,966	Mar 25 10:39 AM
STAHL MURRAY	President and CEO	Mar 21 '24	Buy	1.63	55	90	246,946	Mar 22 11:40 AM
STAHL MURRAY	President and CEO	Mar 21 '24	Buy	1.63	2	3	4,964	Mar 22 11:40 AM
STAHL MURRAY	President and CEO	Mar 20 '24	Buy	1.64	55	90	246,922	Mar 21 11:31 AM
STAHL MURRAY	President and CEO	Mar 20 '24	Buy	1.64	2	3	4,962	Mar 21 11:31 AM
STAHL MURRAY	President and CEO	Mar 19 '24	Buy	1.64	55	90	246,898	Mar 20 11:42 AM
STAHL MURRAY	President and CEO	Mar 19 '24	Buy	1.64	2	3	4,960	Mar 20 11:42 AM
STAHL MURRAY	President and CEO	Mar 18 '24	Buy	1.63	55	90	246,874	Mar 19 12:15 PM
STAHL MURRAY	President and CEO	Mar 18 '24	Buy	1.63	2	3	4,958	Mar 19 12:15 PM
STAHL MURRAY	President and CEO	Mar 15 '24	Buy	1.60	56	90	246,850	Mar 18 11:07 AM
STAHL MURRAY	President and CEO	Mar 15 '24	Buy	1.60	2	3	4,956	Mar 18 11:07 AM
STAHL MURRAY	President and CEO	Mar 14 '24	Buy	1.60	55	88	246,826	Mar 15 04:43 PM
STAHL MURRAY	President and CEO	Mar 14 '24	Buy	1.60	2	3	4,954	Mar 15 04:43 PM
STAHL MURRAY	President and CEO	Mar 13 '24	Buy	1.57	55	86	246,802	Mar 14 11:38 AM
STAHL MURRAY	President and CEO	Mar 13 '24	Buy	1.57	2	3	4,952	Mar 14 11:38 AM
STAHL MURRAY	President and CEO	Mar 12 '24	Buy	1.59	55	87	246,778	Mar 13 01:38 PM
STAHL MURRAY	President and CEO	Mar 12 '24	Buy	1.59	2	3	4,950	Mar 13 01:38 PM
STAHL MURRAY	President and CEO	Mar 11 '24	Buy	1.55	55	85	246,754	Mar 12 01:09 PM
STAHL MURRAY	President and CEO	Mar 11 '24	Buy	1.55	2	3	4,948	Mar 12 01:09 PM
STAHL MURRAY	President and CEO	Mar 08 '24	Buy	1.60	55	88	246,730	Mar 11 11:30 AM
STAHL MURRAY	President and CEO	Mar 08 '24	Buy	1.60	2	3	4,946	Mar 11 11:30 AM
STAHL MURRAY	President and CEO	Mar 07 '24	Buy	1.55	55	85	246,706	Mar 08 11:26 AM
STAHL MURRAY	President and CEO	Mar 07 '24	Buy	1.55	2	3	4,944	Mar 08 11:26 AM
STAHL MURRAY	President and CEO	Mar 06 '24	Buy	1.57	55	86	246,682	Mar 07 11:58 AM
STAHL MURRAY	President and CEO	Mar 06 '24	Buy	1.57	2	3	4,942	Mar 07 11:58 AM
STAHL MURRAY	President and CEO	Mar 05 '24	Buy	1.64	56	92	246,658	Mar 06 11:14 AM
STAHL MURRAY	President and CEO	Mar 05 '24	Buy	1.64	2	3	4,940	Mar 06 11:14 AM
STAHL MURRAY	President and CEO	Mar 04 '24	Buy	1.58	55	87	246,633	Mar 05 12:13 PM
STAHL MURRAY	President and CEO	Mar 04 '24	Buy	1.58	1	2	4,938	Mar 05 12:13 PM
STAHL MURRAY	President and CEO	Mar 01 '24	Buy	1.64	55	90	246,609	Mar 04 12:30 PM
STAHL MURRAY	President and CEO	Mar 01 '24	Buy	1.64	2	3	4,937	Mar 04 12:30 PM
STAHL MURRAY	President and CEO	Feb 29 '24	Buy	1.64	55	90	246,585	Mar 01 02:27 PM
STAHL MURRAY	President and CEO	Feb 29 '24	Buy	1.64	2	3	4,935	Mar 01 02:27 PM
STAHL MURRAY	President and CEO	Feb 28 '24	Buy	1.57	55	86	246,561	Feb 29 01:30 PM
STAHL MURRAY	President and CEO	Feb 28 '24	Buy	1.57	1	2	4,933	Feb 29 01:30 PM
STAHL MURRAY	President and CEO	Feb 27 '24	Buy	1.59	55	87	246,537	Feb 28 12:35 PM
STAHL MURRAY	President and CEO	Feb 27 '24	Buy	1.59	1	2	4,932	Feb 28 12:35 PM
STAHL MURRAY	President and CEO	Feb 26 '24	Buy	1.57	55	86	246,513	Feb 27 01:45 PM
STAHL MURRAY	President and CEO	Feb 26 '24	Buy	1.57	2	3	4,931	Feb 27 01:45 PM
STAHL MURRAY	President and CEO	Feb 23 '24	Buy	1.62	55	89	246,489	Feb 26 02:34 PM
STAHL MURRAY	President and CEO	Feb 23 '24	Buy	1.62	2	3	4,929	Feb 26 02:34 PM

Open in Screener

KR

Kroger Co.

May 06 • 04:00PM ET

55.24

Dollar change +0.46
Percentage change 0.84	%

Consumer Defensive • Grocery Stores • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VOO VO IVV VOE VTV USMV VYM VIG VDC

Index	S&P 500	P/E	18.66	EPS (ttm)	2.96	Insider Own	0.80%	Shs Outstand	720.00M	Perf Week	-0.59%
Market Cap	39.87B	Forward P/E	12.18	EPS next Y	4.54	Insider Trans	-2.84%	Shs Float	715.90M	Perf Month	-3.61%
Income	2.15B	PEG	2.33	EPS next Q	1.34	Inst Own	82.82%	Short Float	2.15%	Perf Quarter	20.11%
Sales	150.04B	P/S	0.27	EPS this Y	-7.24%	Inst Trans	-0.01%	Short Ratio	2.96	Perf Half Y	21.67%
Book/sh	16.13	P/B	3.42	EPS next Y	2.75%	ROA	4.18%	Short Interest	15.36M	Perf Year	14.42%
Cash/sh	4.29	P/C	12.87	EPS next 5Y	8.00%	ROE	19.82%	52W Range	42.10 - 58.34	Perf YTD	20.85%
Dividend Est.	1.19 (2.15%)	P/FCF	13.41	EPS past 5Y	-4.67%	ROI	7.15%	52W High	-5.31%	Beta	0.44
Dividend TTM	1.13 (2.05%)	Quick Ratio	0.36	Sales past 5Y	4.41%	Gross Margin	20.16%	52W Low	31.23%	ATR (14)	0.87
Dividend Ex-Date	Feb 14, 2024	Current Ratio	0.81	EPS Y/Y TTM	-3.51%	Oper. Margin	3.30%	RSI (14)	48.92	Volatility	1.15% 1.69%
Employees	414000	Debt/Eq	1.66	Sales Y/Y TTM	1.20%	Profit Margin	1.43%	Recom	2.48	Target Price	58.27
Option/Short	Yes / Yes	LT Debt/Eq	1.58	EPS Q/Q	63.09%	Payout	38.18%	Rel Volume	0.62	Prev Close	54.78
Sales Surprise	-0.01%	EPS Surprise	18.32%	Sales Q/Q	6.44%	Earnings	Mar 07 BMO	Avg Volume	5.18M	Price	55.24
SMA20	-0.69%	SMA50	0.83%	SMA200	15.06%	Trades		Volume	3,191,262	Change	0.84%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-16-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$58 → $65
Apr-08-24	Downgrade	Exane BNP Paribas	Neutral → Underperform	$48
Mar-28-24	Reiterated	Telsey Advisory Group	Outperform	$60 → $62
Mar-08-24	Reiterated	Telsey Advisory Group	Outperform	$55 → $60
Feb-27-24	Upgrade	Wells Fargo	Underweight → Equal Weight	$42 → $50
Sep-22-23	Initiated	HSBC Securities	Hold	$52
Mar-20-23	Upgrade	Northcoast	Neutral → Buy	$60
Mar-03-23	Upgrade	JP Morgan	Neutral → Overweight	$54
Jan-17-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$44 → $46
Dec-06-22	Initiated	Bernstein	Outperform	$58
Nov-09-22	Upgrade	Evercore ISI	In-line → Outperform	$49 → $56
Oct-17-22	Downgrade	Northcoast	Buy → Neutral
Oct-10-22	Upgrade	Exane BNP Paribas	Neutral → Outperform	$51
Apr-22-22	Upgrade	Exane BNP Paribas	Underperform → Neutral	$60
Apr-08-22	Upgrade	BofA Securities	Neutral → Buy	$61 → $75
Mar-04-22	Reiterated	Telsey Advisory Group	Outperform	$54 → $60
Mar-01-22	Upgrade	Telsey Advisory Group	Market Perform → Outperform	$47 → $54
Mar-01-22	Reiterated	Evercore ISI	In-line	$49 → $50
Jan-28-22	Downgrade	Citigroup	Neutral → Sell	$47 → $42
Jan-25-22	Downgrade	Wells Fargo	Equal Weight → Underweight	$42

Show Previous Ratings

May-06-24 01:00PM	Kroger Awarded 2024 Platinum Bell Seal for Workplace Mental Health (PR Newswire)
06:07AM	Kroger spending $45M on store upgrades in Ohio and Indiana (Grocery Dive)
May-03-24 02:16PM	Kroger to renovate stores in Greater Cincinnati area here are the locations (Chain Store Age)
May-02-24 06:00PM	Kroger (KR) Rises Yet Lags Behind Market: Some Facts Worth Knowing (Zacks)
02:42PM	Stock Market Crash Alert: 3 Must-Buy Restaurant Stocks When Prices Plunge (InvestorPlace)
01:00PM	Loading…
01:00PM	Kroger Makes Celebrating Mom even Easier (PR Newswire)
10:23AM	Kroger considers Disney+ perk for grocery delivery members (Retail Insight Network)
07:00AM	Stock Market Crash Alert: 3 Must-Buy Warren Buffett Stocks When Prices Plunge (InvestorPlace)
May-01-24 03:11PM	Kroger in talks to bring Disney+ to its grocery delivery program, Bloomberg News says (Reuters)
06:01AM	3 Stocks Poised to Profit from the Rise of Artificial Intelligence (InvestorPlace)
Apr-30-24 04:30PM	7 Dividend Aristocrats Paying Sky-High Yields: April 2024 (InvestorPlace)
Apr-29-24 10:00AM	Celebrate Derby Day Traditions with Kroger (PR Newswire)
09:40AM	Are Investors Undervaluing The Kroger Co. (KR) Right Now? (Zacks)
06:16AM	Will Kroger and Albertsons revised divestiture plan satisfy the FTC? (Grocery Dive)
Apr-27-24 06:38AM	7 Stocks to Buy if Inflation Continues to Reign in 2024 (InvestorPlace)
03:07AM	Loading…
03:07AM	Stock Market Sell-Off: 3 Bargain Stocks Worth Buying Now (Motley Fool)
Apr-26-24 10:48AM	11 Best Retail Dividend Stocks to Buy (Insider Monkey)
06:00AM	The Top 3 Vegan Stocks to Buy in April 2024 (InvestorPlace)
Apr-25-24 11:10AM	15 Most Affordable Grocery Stores In the US (Insider Monkey)
Apr-24-24 05:00PM	Senior Vice President Valerie Jabbar Sells 15,000 Shares of The Kroger Co (KR) (GuruFocus.com)
03:02AM	14 Dividend Growth Stocks with Highest Growth Rates (Insider Monkey)
Apr-23-24 12:38PM	Kroger to Pay $47.5 Million to Settle Washington Opioid Lawsuit, State Attorney General Says (MT Newswires)
10:17AM	Kroger (KR), Albertsons Revamp Divestiture Package Amid Concerns (Zacks)
Apr-22-24 08:34PM	Kroger, Albertsons look to save merger deal by selling more stores (Chain Store Age)
08:14PM	Kroger, Albertsons to sell 166 more stores with $25B merger in limbo (Fox Business)
04:45PM	Kroger, Albertsons to Sell More Stores, Looking to Appease Regulators (The Wall Street Journal)
09:51AM	Kroger and Albertsons Have a New Plan. Albertsons Earnings Take a Back Seat. (Barrons.com)
08:45AM	UPDATE 5-Kroger, Albertsons to sell 166 more stores seeking approval of $25 billion merger (Reuters)
08:30AM	Kroger, Albertsons Companies and C&S Wholesale Grocers, LLC Announce an Updated and Expanded Divestiture Plan (PR Newswire)
Apr-21-24 07:22AM	10 Best Soaps and Cleaning Materials Stocks to Buy (Insider Monkey)
02:45PM	Loading…
Apr-17-24 02:45PM	Kroger Invites Prospective Associates to Discover a Career (PR Newswire)
Apr-16-24 10:00AM	Sewing Down South for HD Designs Hits Kroger Stores Nationwide (PR Newswire)
09:00AM	Is Most-Watched Stock The Kroger Co. (KR) Worth Betting on Now? (Zacks)
Apr-14-24 03:00AM	Large Fund Bets Big on Groceries in the Face of Persistent Inflation (Barrons.com)
Apr-11-24 05:26PM	Over 1,300 layoffs hit logistics companies across US (FreightWaves)
03:13PM	Kroger Stock Thriving Despite Intense Competition From Online And Wholesale Giants (Investor's Business Daily)
09:40AM	Should Value Investors Buy The Kroger Co. (KR) Stock? (Zacks)
Apr-10-24 01:42PM	Plant-Based Profits: 3 Vegan Stocks for More Green in Your Portfolio (InvestorPlace)
10:15AM	Kroger Kicks Off a Latin Flavor Take Over Four-Week Event (PR Newswire)
Apr-09-24 04:50PM	Why Did Kroger Stock Rise 15% Last Month? (Motley Fool)
12:55PM	If You Can Only Buy One Warren Buffett Stock in April, It Better Be One of These 3 Names (InvestorPlace)
12:12PM	7 Stocks That Should Outperform on the Next Fed Rate Cut (InvestorPlace)
10:15AM	Kroger Zero Hunger Zero Waste Foundation Sponsors National STEM Festival (PR Newswire)
10:00AM	Can Kroger's Rally Continue? (GuruFocus.com)
Apr-05-24 04:22PM	13 Best Warren Buffett Dividend Stocks To Invest In Right Now (Insider Monkey)
11:46AM	The Friday Checkout: Was Amazons Just Walk Out tech a victim of inflation? (Grocery Dive)
Apr-04-24 02:00PM	MCoBeauty, Coveted Australian Beauty Brand, Expands to the U.S. Market Available Exclusively at Kroger (PR Newswire)
01:58PM	Nutri-Grain and King Soopers Join No Kid Hungry to Help End Summer Hunger for Colorado Kids and Families (PR Newswire)
Apr-03-24 04:12PM	Walmart, Dollar Tree, and auto and home retailers stand to benefit from higher tax refunds (Yahoo Finance)
Apr-02-24 10:30AM	Home Chef Launches New National Food Rescue Program (PR Newswire)
Apr-01-24 08:24PM	Wall Street Analysts See Upside Potential for 10 Stocks with Rising Price Targets (Insider Monkey)
11:15AM	Kroger Invites Customers to Join in Celebration of Earth Month (PR Newswire)
Mar-29-24 12:41PM	What stores are open on Easter Sunday 2024? See Walmart, Target, Costco hours (Associated Press Finance)
Mar-28-24 05:15PM	Kroger shuttering three 'spokes' in fast delivery network (Chain Store Age)
03:24PM	13 Most Undervalued Retail Stocks To Buy Now (Insider Monkey)
01:15PM	13 Hot Stocks to Invest in According to Wall Street Analysts (Insider Monkey)
12:44PM	Kroger is closing 3 spoke facilities in its Texas and Florida e-commerce operations (Associated Press Finance)
Mar-27-24 01:34PM	Kroger to close 3 e-commerce facilities (Grocery Dive)
Mar-26-24 07:00AM	A $20 Billion Deal Depends on Whether You Think Walmart Is a Supermarket (The Wall Street Journal)
Mar-25-24 08:57PM	UPDATE 1-Colorado's bid to halt Kroger-Albertsons merger set for August hearing (Reuters)
06:49PM	Colorado's bid to halt Kroger-Albertsons merger set for August hearing (Reuters)
12:06PM	Oh Goodness Gravy! Home Chef Debuts its First-Ever Family Menu Collaboration with Hit Series Bluey (PR Newswire)
12:06PM	/C O R R E C T I O N -- Home Chef/ (PR Newswire)
09:15AM	The Kroger Co. (KR) Hits Fresh High: Is There Still Room to Run? (Zacks)
07:51AM	Do Kroger and Albertsons need to revise their divestiture deal with C&S? (Grocery Dive)
Mar-22-24 09:40AM	Should Value Investors Buy The Kroger Co. (KR) Stock? (Zacks)
Mar-19-24 03:35PM	Kroger Announces Plan to Sell Specialty Pharmacy Business to Elevance Health (Investopedia)
02:00PM	300+ Harris Teeter associates team up with Second Harvest Food Bank of Metrolina to pack 13,500 backpacks for children in need (PR Newswire)
06:12AM	Kroger to sell specialty pharmacy division (Grocery Dive)
Mar-18-24 06:23PM	Kroger to Sell Specialty Pharmacy Business (The Wall Street Journal)
04:50PM	Kroger to sell specialty pharmacy business to Elevance Health's CarelonRx (Reuters)
04:48PM	UPDATE 1-Kroger to sell specialty pharmacy business to Elevance Health's CarelonRx (Reuters)
04:19PM	Kroger announces sale of specialty pharmacy business to CarelonRx (Reuters)
04:15PM	Kroger Announces Definitive Agreement for Sale of Its Specialty Pharmacy Business (PR Newswire)
Mar-17-24 05:18PM	The 3 Most Undervalued Warren Buffett Stocks to Buy in March 2024 (InvestorPlace)
Mar-15-24 11:30AM	Kroger Delivers Convenience and Fresh for Springtime Travelers (PR Newswire)
07:10AM	Kroger and Albertsons hit back at the FTC (Grocery Dive)
06:16AM	Kroger adds new seafood items to private brands lineup (Grocery Dive)
Mar-14-24 04:15PM	Kroger's Board of Directors Declares Quarterly Dividend (PR Newswire)
01:33PM	Kroger Debuts New Our Brands Seafood Items (PR Newswire)
10:04AM	Nutri-Grain and Kroger Join No Kid Hungry to Help End Summer Hunger for Ohio Kids and Families (PR Newswire)
Mar-13-24 12:45PM	Live heat maps to revolutionize the fight against retail theft (Yahoo Finance Video)
09:27AM	Publix Has Crushed Its Rivals in Florida (Barrons.com)
08:26AM	11 Best Department Store Stocks To Invest In (Insider Monkey)
01:00AM	Publix Has Crushed Florida Rivals. Its Worth $50 Billion. (Barrons.com)
Mar-12-24 06:06PM	Campbell Soup CEO on Rao's pasta sauce deal: We have now entered our next chapter (Yahoo Finance)
Mar-11-24 02:15PM	Kroger Named Best Workplace for Diverse Professionals (PR Newswire)
09:40AM	Is The Kroger Co. (KR) Outperforming Other Retail-Wholesale Stocks This Year? (Zacks)
Mar-10-24 06:44AM	25 Largest Retailers in the U.S. and the World in 2024 (Insider Monkey)
Mar-09-24 12:14PM	20 Biggest Retail Companies in the US (Insider Monkey)
Mar-08-24 05:31PM	Time to Buy Kroger (KR) or United Natural Foods (UNFI) Stock After Earnings? (Zacks)
04:24PM	The Kroger Co. (NYSE:KR) Q4 2023 Earnings Call Transcript (Insider Monkey)
12:01PM	Tackling shrinkflation: How supermarkets can compete with discount grocers (Yahoo Finance Video)
04:00AM	Kroger reports improved profit line as it girds for battle with FTC (Grocery Dive)
12:09AM	Q4 2023 Kroger Co Earnings Call (Thomson Reuters StreetEvents)
Mar-07-24 07:27PM	Why Kroger Stock Popped Today (Motley Fool) +9.88%
04:08PM	Kroger stock continues to soar on Q4 report, battle with FTC (Yahoo Finance Video)
03:01PM	Analyst Report: The Kroger Co. (Morningstar Research)
02:23PM	Stocks to Watch Thursday: NYCB, Kroger, Victoria's Secret (The Wall Street Journal)
02:00PM	Kroger (KR) Q4 2023 Earnings Call Transcript (Motley Fool)

The Kroger Co. engages in the operation of supermarkets, multi-department stores and fulfillment centers. Its brands include Big K, Smart Way, Heritage Farm, Simple Truth, and Simple Truth Organic. The company was founded by Barney Kroger in 1883 and is headquartered in Cincinnati, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Foley Todd A	Senior VP & Interim CFO	Apr 26 '24	Option Exercise	38.33	8,005	306,832	53,574	Apr 29 10:56 AM
Foley Todd A	Senior VP & Interim CFO	Apr 26 '24	Sale	55.69	6,616	368,467	46,958	Apr 29 10:56 AM
Kimball Kenneth C	Senior Vice President	Apr 25 '24	Option Exercise	28.05	30,251	848,541	135,549	Apr 26 10:58 AM
Kimball Kenneth C	Senior Vice President	Apr 25 '24	Sale	55.98	30,251	1,693,451	105,298	Apr 26 10:58 AM
Adcock Mary Ellen	Senior Vice President	Apr 23 '24	Option Exercise	24.75	82,806	2,049,243	276,275	Apr 24 02:46 PM
Massa Timothy A	Senior Vice President	Apr 23 '24	Option Exercise	38.33	29,970	1,148,750	260,831	Apr 24 02:49 PM
FIKE CARIN L	Vice President and Treasurer	Apr 23 '24	Option Exercise	38.33	2,672	102,418	7,697	Apr 24 03:03 PM
Adcock Mary Ellen	Senior Vice President	Apr 23 '24	Sale	55.61	82,806	4,605,194	193,469	Apr 24 02:46 PM
Massa Timothy A	Senior Vice President	Apr 23 '24	Sale	57.18	29,970	1,713,685	230,861	Apr 24 02:49 PM
Jabbar Valerie L.	Senior Vice President	Apr 23 '24	Sale	55.52	15,000	832,800	77,696	Apr 24 02:54 PM
FIKE CARIN L	Vice President and Treasurer	Apr 23 '24	Sale	57.03	3,929	224,072	3,768	Apr 24 03:03 PM
FIKE CARIN L	Vice President and Treasurer	Sep 22 '23	Option Exercise	24.66	4,000	98,660	8,954	Sep 25 01:55 PM
FIKE CARIN L	Vice President and Treasurer	Sep 22 '23	Sale	45.52	4,798	218,417	4,156	Sep 25 01:55 PM
FIKE CARIN L	Vice President and Treasurer	Sep 15 '23	Option Exercise	24.66	6,000	147,990	50,090	Sep 18 04:02 PM
FIKE CARIN L	Vice President and Treasurer	Sep 15 '23	Sale	46.50	6,000	279,004	44,090	Sep 18 04:02 PM
Massa Timothy A	Senior Vice President	Sep 12 '23	Option Exercise	24.66	23,000	567,295	217,956	Sep 13 10:14 AM
Massa Timothy A	Senior Vice President	Sep 12 '23	Sale	45.46	23,000	1,045,511	194,956	Sep 13 10:14 AM
MCMULLEN W RODNEY	Chairman of the Board & CEO	May 09 '23	Option Exercise	18.88	194,880	3,679,334	3,776,056	May 10 02:07 PM

Open in Screener

SAH

Sonic Automotive, Inc.

May 06 • 04:00PM ET

57.74

Dollar change +1.31
Percentage change 2.32	%

Consumer Cyclical • Auto & Truck Dealerships • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

SAH Sonic Automotive, Inc. daily Stock Chart

Held by: IJR VTI IWM VB RWJ VBR VXF FNDA IJS DFAT

Index	RUT	P/E	11.82	EPS (ttm)	4.89	Insider Own	62.75%	Shs Outstand	21.93M	Perf Week	-4.36%
Market Cap	1.97B	Forward P/E	9.21	EPS next Y	6.27	Insider Trans	-0.02%	Shs Float	12.70M	Perf Month	9.44%
Income	172.50M	PEG	0.77	EPS next Q	1.53	Inst Own	47.11%	Short Float	17.40%	Perf Quarter	13.98%
Sales	14.27B	P/S	0.14	EPS this Y	-15.61%	Inst Trans	-4.87%	Short Ratio	8.72	Perf Half Y	13.19%
Book/sh	26.69	P/B	2.16	EPS next Y	9.04%	ROA	3.27%	Short Interest	2.21M	Perf Year	44.42%
Cash/sh	0.44	P/C	130.39	EPS next 5Y	15.30%	ROE	19.61%	52W Range	39.02 - 64.68	Perf YTD	2.72%
Dividend Est.	1.19 (2.06%)	P/FCF	-	EPS past 5Y	32.81%	ROI	5.71%	52W High	-10.73%	Beta	1.74
Dividend TTM	1.18 (2.04%)	Quick Ratio	0.35	Sales past 5Y	8.20%	Gross Margin	14.61%	52W Low	47.98%	ATR (14)	2.20
Dividend Ex-Date	Mar 14, 2024	Current Ratio	1.09	EPS Y/Y TTM	542.72%	Oper. Margin	3.68%	RSI (14)	59.69	Volatility	2.88% 3.42%
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	0.57	Prev Close	56.43
Sales Surprise	-1.87%	EPS Surprise	4.77%	Sales Q/Q	-3.07%	Earnings	Apr 25 BMO	Avg Volume	253.34K	Price	57.74
SMA20	8.95%	SMA50	8.88%	SMA200	11.94%	Trades		Volume	144,649	Change	2.32%

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

Show Previous Ratings

Apr-30-24 12:51PM	Sonic Automotive, Inc. (NYSE:SAH) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:23AM	Sonic (SAH) Q1 Earnings Exceed Expectations, Sales Miss (Zacks)
06:55AM	Sonic Automotive Announces Retirement of Rachel Richards and Promotion of Dino Bernacchi to Chief Marketing Officer (Business Wire)
Apr-26-24 09:01AM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research) +9.93%
03:24AM	Sonic Automotive Inc (SAH) Q1 2024 Earnings Call Transcript Highlights: Navigating Market ... (GuruFocus.com)
12:57AM	Loading…
12:57AM	Q1 2024 Sonic Automotive Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-25-24 07:53PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research) +10.86%
10:53AM	SAH Stock Earnings: Sonic Automotive Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
10:12AM	Sonic Automotive Inc (SAH) Q1 Earnings: Challenges Persist as Revenue and Net Income Dip (GuruFocus.com)
09:30AM	Sonic Automotive (SAH) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
07:55AM	Sonic Automotive (SAH) Q1 Earnings Top Estimates (Zacks)
07:18AM	Sonic Automotive Q1 Profit Declines (RTT News)
06:51AM	Sonic Automotive: Q1 Earnings Snapshot (Associated Press Finance)
06:45AM	Sonic Automotive Reports First Quarter Financial Results (Business Wire)
Apr-10-24 06:45AM	Sonic Automotive Schedules Release of 2024 First Quarter Financial Results (Business Wire)
11:30AM	Loading…
Mar-15-24 11:30AM	Sonic Automotive (SAH) Down 4.2% Since Last Earnings Report: Can It Rebound? (Zacks)
Mar-08-24 09:46AM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
Feb-19-24 08:37AM	Sonic (SAH) Q4 Earnings Fall Short of Estimates, Decline Y/Y (Zacks)
Feb-15-24 09:56AM	Sonic Automotive, Inc. (NYSE:SAH) Q4 2023 Earnings Call Transcript (Insider Monkey)
04:56AM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
12:33AM	Q4 2023 Sonic Automotive Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-14-24 09:30AM	Sonic Automotive (SAH) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
09:17AM	Sonic Automotive Inc (SAH) Posts Mixed Results Amid Market Challenges (GuruFocus.com)
07:55AM	Sonic Automotive (SAH) Q4 Earnings Miss Estimates (Zacks)
07:05AM	Sonic Automotive Q4 Results Miss Estimates (RTT News)
07:03AM	Sonic Automotive: Q4 Earnings Snapshot (Associated Press Finance)
06:45AM	Sonic Automotive Reports Fourth Quarter and Full Year Financial Results (Business Wire)
Feb-12-24 09:16AM	Stay Ahead of the Game With Sonic Automotive (SAH) Q4 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Feb-07-24 10:00AM	Earnings Preview: Sonic Automotive (SAH) Q4 Earnings Expected to Decline (Zacks)
Jan-18-24 06:45AM	Sonic Automotive Schedules Release of 2023 Fourth Quarter and Full Year Financial Results (Business Wire)
06:55AM	Loading…
Jan-11-24 06:55AM	Sonic Automotive Announces Promotion of Harry Harden to Chief Human Resources Officer (Business Wire)
Jan-03-24 07:08PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
Dec-14-23 07:51PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
Dec-12-23 07:57PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
Nov-23-23 03:49PM	7 Short-Squeeze Stocks That Could Serve Up Serious Rewards (InvestorPlace)
Nov-17-23 01:16AM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
Nov-16-23 12:57AM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research) -7.60%
Nov-14-23 11:19PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research) +9.73%
Nov-01-23 04:29PM	Analysts on Wall Street Lower Ratings for These 10 Stocks (Insider Monkey)
Oct-31-23 02:48AM	ON Semi clobbered with downgrades; Lyft 'likely' to disappoint: 6 big analyst cuts (Investing.com)
Oct-30-23 09:55AM	Sonic (SAH) Q3 Earnings Surpass Estimates, Dividend Hiked (Zacks)
01:51AM	The Sonic Automotive Inc (SAH) Company: A Short SWOT Analysis (GuruFocus.com)
Oct-27-23 10:22AM	Sonic Automotive, Inc. (NYSE:SAH) Q3 2023 Earnings Call Transcript (Insider Monkey)
01:23AM	Q3 2023 Sonic Automotive Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-26-23 04:12PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research) +13.45%
10:30AM	Sonic Automotive (SAH) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:05AM	Sonic Automotive (SAH) Beats Q3 Earnings and Revenue Estimates (Zacks)
06:55AM	Sonic Automotive: Q3 Earnings Snapshot (Associated Press Finance)
06:45AM	Sonic Automotive Reports Record Third Quarter Revenues (Business Wire)
Oct-20-23 10:00AM	AutoNation (AN) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Oct-19-23 10:01AM	Analysts Estimate Sonic Automotive (SAH) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-17-23 08:00AM	Gabelli Funds 47th Annual Auto Symposium October 30th and October 31st (GlobeNewswire)
Oct-11-23 09:40AM	Should Value Investors Buy Sonic Automotive (SAH) Stock? (Zacks)
Oct-04-23 06:45AM	Sonic Automotive Schedules Release of 2023 Third Quarter Financial Results (Business Wire)
Oct-03-23 06:55AM	Sonic Automotive Announces Successful Rally at Exit 55 During the 2023 Sturgis Motorcycle Rally (Business Wire)
Sep-14-23 09:38PM	EVP and CFO Heath Byrd Sells 34,186 Shares of Sonic Automotive Inc (SAH) (GuruFocus.com)
07:42PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
Sep-08-23 09:06PM	EVP and CFO Heath Byrd Sells 3,800 Shares of Sonic Automotive Inc (SAH) (GuruFocus.com)
Aug-01-23 04:05PM	Sonic Automotive Inc (SAH): A High-Performing Stock with a GF Score of 93 (GuruFocus.com)
Jul-28-23 07:54PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
12:21PM	Sonic (SAH) Q2 Earnings Beat on High Retail New Vehicle Sales (Zacks)
Jul-27-23 07:47PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
11:30AM	Sonic Automotive (SAH) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
08:05AM	Sonic Automotive (SAH) Q2 Earnings and Revenues Surpass Estimates (Zacks)
06:56AM	Sonic Automotive: Q2 Earnings Snapshot (AP Finance)
06:45AM	Sonic Automotive Reports All-Time Record Quarterly Revenues (Business Wire)
Jul-26-23 07:25AM	Group 1 Automotive (GPI) Q2 Earnings and Revenues Beat Estimates (Zacks)
Jul-25-23 07:55AM	Asbury Automotive Group (ABG) Q2 Earnings and Revenues Surpass Estimates (Zacks)
Jul-24-23 11:03AM	3 Stocks to Avoid This Week (Motley Fool)
Jul-20-23 12:50PM	Longtime Speedway Motorsports, Sonic Automotive exec a driving force for two prominent Charlotte companies (American City Business Journals)
10:02AM	Sonic Automotive (SAH) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Jul-18-23 07:38PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
Jul-11-23 06:45AM	Sonic Automotive Schedules Release of 2023 Second Quarter Financial Results (Business Wire)
Jun-26-23 08:57AM	Sonic (SAH) Suspends Operations at Eight EchoPark Locations (Zacks)
Jun-22-23 04:15PM	Sonic Automotive Announces EchoParks Plans to Address Current Pre-Owned Market Volatility (Business Wire)
Jun-21-23 08:00PM	SAH: What does Argus have to say about SAH? (Argus Research)
Jun-14-23 08:04AM	Sonic Automotive's (NYSE:SAH) Returns On Capital Are Heading Higher (Simply Wall St.)
May-25-23 10:11AM	New car sales to surge 15.6% in May with higher prices still in play, report says (Yahoo Finance)
10:11AM	New car sales surge 15.6% in May with higher prices still in play, report says (Yahoo Finance)
May-24-23 11:35AM	Should You Be Concerned About Sonic Automotive, Inc.'s (NYSE:SAH) ROE? (Simply Wall St.)
May-09-23 08:04AM	Carvana (CVNA) Q1 Loss Narrower Than Expected, Sales Fall Y/Y (Zacks)
May-04-23 02:19PM	Sonic (SAH) Q1 Earnings Miss on Lower Wholesale Vehicle Sales (Zacks)
May-02-23 03:08AM	10 Best Auto and Truck Dealership Stocks to Buy (Insider Monkey) -5.84%
Apr-28-23 01:13AM	Q1 2023 Sonic Automotive Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-27-23 05:38PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research) -11.69%
03:30PM	Why Sonic Automotive Stock Was Sliding Today (Motley Fool)
08:05AM	Sonic Automotive (SAH) Q1 Earnings Miss Estimates (Zacks)
06:45AM	Sonic Automotive Reports Record First Quarter Revenues (Business Wire)
Apr-26-23 08:00PM	SAH: Lowering target price to $55.00 (Argus Research)
08:15AM	Penske Automotive (PAG) Tops Q1 Earnings and Revenue Estimates (Zacks)
Apr-20-23 10:02AM	Sonic Automotive (SAH) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Apr-11-23 06:45AM	Sonic Automotive Schedules Release of 2023 First Quarter Financial Results (Business Wire)
Mar-25-23 11:18AM	10 Best Used Car Stocks To Buy According to Hedge Funds (Insider Monkey)
Mar-17-23 11:30AM	Why Is Sonic Automotive (SAH) Down 13% Since Last Earnings Report? (Zacks)
Mar-14-23 06:55AM	Sonic Automotive Announces Grand Opening of Audi Downtown Nashville (Business Wire)
Mar-09-23 06:05AM	Sonic Automotive, Inc. (NYSE:SAH) Passed Our Checks, And It's About To Pay A US$0.28 Dividend (Simply Wall St.)
05:30AM	CFOs Warily Watchand Waitfor an Acceleration in Fed Interest-Rate Hikes (The Wall Street Journal)
Mar-06-23 12:00PM	Analyst Report: Sonic Automotive, Inc. (Morningstar Research)
Feb-28-23 06:55AM	Sonic Automotive Announces Promotion of Angela Broadway to Chief Human Resources Officer (Business Wire)
Feb-27-23 07:43AM	The total return for Sonic Automotive (NYSE:SAH) investors has risen faster than earnings growth over the last five years (Simply Wall St.)

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	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

Open in Screener

NWBI

Northwest Bancshares Inc

May 06 • 04:00PM ET

11.11

Dollar change +0.04
Percentage change 0.36	%

Financial • Banks - Regional • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

NWBI Northwest Bancshares Inc daily Stock Chart

Held by: IJR VTI VB IWM SCHD VBR VXF IJS IWN DFAT

Index	RUT	P/E	10.86	EPS (ttm)	1.02	Insider Own	5.17%	Shs Outstand	127.11M	Perf Week	3.45%
Market Cap	1.41B	Forward P/E	11.30	EPS next Y	0.98	Insider Trans	0.22%	Shs Float	120.53M	Perf Month	-0.45%
Income	130.11M	PEG	1.55	EPS next Q	0.22	Inst Own	67.68%	Short Float	3.30%	Perf Quarter	-5.85%
Sales	731.03M	P/S	1.93	EPS this Y	-17.12%	Inst Trans	0.32%	Short Ratio	4.97	Perf Half Y	3.83%
Book/sh	12.20	P/B	0.91	EPS next Y	7.86%	ROA	0.91%	Short Interest	3.98M	Perf Year	7.45%
Cash/sh	-	P/C	-	EPS next 5Y	7.00%	ROE	8.49%	52W Range	9.80 - 13.07	Perf YTD	-10.98%
Dividend Est.	0.80 (7.20%)	P/FCF	12.13	EPS past 5Y	0.80%	ROI	7.24%	52W High	-15.00%	Beta	0.62
Dividend TTM	0.80 (7.20%)	Quick Ratio	-	Sales past 5Y	8.91%	Gross Margin	-	52W Low	13.37%	ATR (14)	0.24
Dividend Ex-Date	May 01, 2024	Current Ratio	0.02	EPS Y/Y TTM	-6.27%	Oper. Margin	23.77%	RSI (14)	53.79	Volatility	2.06% 2.07%
Employees	2098	Debt/Eq	0.42	Sales Y/Y TTM	22.74%	Profit Margin	17.80%	Recom	3.33	Target Price	11.40
Option/Short	Yes / Yes	LT Debt/Eq	0.16	EPS Q/Q	-13.60%	Payout	75.46%	Rel Volume	0.85	Prev Close	11.07
Sales Surprise	-1.05%	EPS Surprise	0.74%	Sales Q/Q	18.26%	Earnings	Apr 22 BMO	Avg Volume	801.62K	Price	11.11
SMA20	1.98%	SMA50	-0.45%	SMA200	-2.11%	Trades		Volume	683,504	Change	0.36%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-29-22	Initiated	Janney	Neutral	$15
May-06-22	Downgrade	Piper Sandler	Neutral → Underweight	$14 → $12
Jul-27-21	Resumed	Keefe Bruyette	Mkt Perform	$13.50
Jul-27-21	Downgrade	B. Riley Securities	Buy → Neutral	$16 → $14
Jul-27-21	Downgrade	B. Riley Securities	Buy → Neutral
Oct-27-20	Upgrade	Piper Sandler	Underweight → Neutral	$10
Oct-15-20	Initiated	Stephens	Equal-Weight	$11
Oct-13-20	Resumed	Boenning & Scattergood	Neutral
Jun-19-20	Initiated	B. Riley FBR	Buy	$12.50
Nov-20-19	Initiated	Raymond James	Mkt Perform
Dec-19-16	Downgrade	Sandler O'Neill	Hold → Sell
Oct-26-16	Reiterated	FBR & Co.	Mkt Perform	$15 → $16
Jul-26-16	Reiterated	FBR Capital	Mkt Perform	$14 → $15
Jun-02-16	Initiated	FBR Capital	Mkt Perform	$14
May-02-16	Reiterated	RBC Capital Mkts	Outperform	$14 → $15
Jun-22-15	Resumed	Boenning & Scattergood	Neutral
Sep-30-14	Upgrade	Boenning & Scattergood	Neutral → Outperform	$14
Apr-22-14	Reiterated	RBC Capital Mkts	Outperform	$16 → $15
Aug-21-13	Initiated	Boenning & Scattergood	Neutral
Apr-27-11	Downgrade	FBR Capital	Outperform → Mkt Perform	$13 → $13

Show Previous Ratings

Apr-22-24 01:52PM	NWBI Stock Earnings: Northwest Bancshares Meets EPS, Misses Revenue for Q1 2024 (InvestorPlace)
12:00PM	Northwest Bancshares (NWBI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
10:10AM	Northwest Bancshares (NWBI) Meets Q1 Earnings Estimates (Zacks)
09:09AM	Northwest Bancshares: Q1 Earnings Snapshot (Associated Press Finance)
09:00AM	Northwest Bancshares, Inc. Announces First Quarter 2024 Earnings and Quarterly Dividend (PR Newswire)
09:15AM	Loading…
Apr-17-24 09:15AM	Gear Up for Northwest Bancshares (NWBI) Q1 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Feb-26-24 04:01PM	Northwest Bancshares, Inc. and Northwest Bank Name Douglas M. Schosser Chief Financial Officer (PR Newswire)
Feb-02-24 09:55AM	Northwest Bancshares (NWBI) Could Find a Support Soon, Here's Why You Should Buy the Stock Now (Zacks)
Feb-01-24 01:30PM	Northwest Bank Welcomes Jonathan Smith as Head of SBA Lending (ACCESSWIRE)
Jan-30-24 02:00PM	Northwest Bank Appoints Molly Abair as Head of Commercial Credit Management (ACCESSWIRE)
Jan-22-24 11:00AM	Northwest Bancshares (NWBI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
10:15AM	Northwest Bancshares (NWBI) Matches Q4 Earnings Estimates (Zacks)
09:32AM	Northwest Bancshares Inc Reports Mixed Q4 Results Amid Interest Rate and Liquidity Challenges (GuruFocus.com)
09:22AM	Northwest Bancshares: Q4 Earnings Snapshot (Associated Press Finance)
09:00AM	Northwest Bancshares, Inc. Announces Fourth Quarter 2023 Earnings and Quarterly Dividend (PR Newswire)
05:02AM	Loading…
Dec-14-23 05:02AM	Strength Seen in Northwest Bancshares (NWBI): Can Its 5.5% Jump Turn into More Strength? (Zacks)
Nov-06-23 12:20PM	Can Northwest Bancshares (NWBI) Run Higher on Rising Earnings Estimates? (Zacks)
Oct-30-23 04:40PM	12 Best Dividend Stocks Under $20 (Insider Monkey)
Oct-25-23 10:30AM	Northwest Bancshares (NWBI) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
Oct-23-23 10:15AM	Northwest Bancshares (NWBI) Q3 Earnings and Revenues Top Estimates (Zacks)
09:08AM	Northwest Bancshares: Q3 Earnings Snapshot (Associated Press Finance)
09:00AM	Northwest Bancshares, Inc. Announces Third Quarter 2023 Earnings and Quarterly Dividend (PR Newswire)
Sep-29-23 12:55PM	Northwest starts search for CFO (American City Business Journals)
Sep-21-23 09:00AM	Northwest Bancshares, Inc. and Northwest Bank Announce CFO Retirement Date (PR Newswire)
Sep-15-23 01:11AM	Insider Buying: EVP, Corporate Treasurer Jeffrey Maddigan Acquires 9600 Shares of Northwest ... (GuruFocus.com)
Sep-12-23 08:40AM	Is the Options Market Predicting a Spike in Northwest Bancshares (NWBI) Stock? (Zacks)
Sep-11-23 03:30PM	Latest Debt Ratings from KBRA Reflect the Strength and Stability of Northwest Bank (ACCESSWIRE)
Jul-31-23 06:44AM	Daily Vickers Top Buyers & Sellers for 07/31/2023 (Argus Research)
Jul-29-23 08:03AM	Northwest Bancshares, Inc. (NASDAQ:NWBI) Will Pay A US$0.20 Dividend In Three Days (Simply Wall St.)
Jul-25-23 06:32AM	If EPS Growth Is Important To You, Northwest Bancshares (NASDAQ:NWBI) Presents An Opportunity (Simply Wall St.)
10:25AM	Loading…
Jul-24-23 10:25AM	Northwest Bancshares (NWBI) Q2 Earnings Match Estimates (Zacks)
09:11AM	Northwest Bancshares: Q2 Earnings Snapshot (AP Finance)
Jun-21-23 08:00PM	NWBI: What does Argus have to say about NWBI? (Argus Research)
Jun-08-23 12:48PM	Recent uptick might appease Northwest Bancshares, Inc. (NASDAQ:NWBI) institutional owners after losing 0.5% over the past year (Simply Wall St.)
May-17-23 02:30PM	Northwest Bancshares, Inc. Appoints New Board Member (ACCESSWIRE) +5.79%
Apr-28-23 06:16AM	Should Income Investors Look At Northwest Bancshares, Inc. (NASDAQ:NWBI) Before Its Ex-Dividend? (Simply Wall St.)
Apr-27-23 07:02AM	Daily Vickers Top Buyers & Sellers for 04/27/2023 (Argus Research)
06:11AM	Northwest Bancshares (NASDAQ:NWBI) Has Announced A Dividend Of $0.20 (Simply Wall St.)
Apr-26-23 08:00PM	NWBI: What does Argus have to say about NWBI? (Argus Research)
Apr-24-23 11:30AM	Northwest Bancshares (NWBI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
10:25AM	Northwest Bancshares (NWBI) Matches Q1 Earnings Estimates (Zacks)
09:17AM	Northwest Bancshares: Q1 Earnings Snapshot (AP Finance)
09:00AM	Northwest Bancshares, Inc. Announces First Quarter 2023 Earnings and Quarterly Dividend (PR Newswire)
Apr-18-23 10:01AM	Analysts Estimate Flushing Financial (FFIC) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-17-23 10:00AM	Northwest Bancshares (NWBI) Earnings Expected to Grow: What to Know Ahead of Q1 Release (Zacks)
Apr-14-23 03:28PM	3 Small-Cap Stocks With Dividend Yields Over 4% (InvestorPlace)
Mar-29-23 09:49AM	Quite a few insiders invested in Northwest Bancshares, Inc. (NASDAQ:NWBI) last year which is positive news for shareholders (Simply Wall St.)
Mar-15-23 07:07AM	OceanFirst (OCFC) Soars 7.4%: Is Further Upside Left in the Stock? (Zacks)
Feb-23-23 07:41AM	Northwest Bancshares (NASDAQ:NWBI) shareholders have earned a 2.1% CAGR over the last five years (Simply Wall St.)
Feb-09-23 02:00PM	Northwest Bank Adds President, Managing Director and Senior Credit and Risk Officer to New Commercial Finance Group (ACCESSWIRE)
Jan-27-23 05:40AM	Interested In Northwest Bancshares' (NASDAQ:NWBI) Upcoming US$0.20 Dividend? You Have Four Days Left (Simply Wall St.)
Jan-26-23 05:11AM	Northwest Bancshares (NASDAQ:NWBI) Will Pay A Dividend Of $0.20 (Simply Wall St.)
Jan-24-23 09:38AM	Company News for Jan 24, 2023 (Zacks)
09:20AM	Northwest Bancshares Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Jan-23-23 11:07AM	Columbus-based Northwest Bank cutting 12% of workforce in shift to commercial loans (American City Business Journals)
10:15AM	Northwest Bancshares (NWBI) Lags Q4 Earnings Estimates (Zacks)
09:00AM	Northwest Bancshares, Inc. Announces Fourth Quarter 2022 Earnings and Quarterly Dividend (PR Newswire)
Jan-12-23 03:30PM	3 High-Yield Dividend Stocks to Buy Now (TheStreet.com)
Oct-27-22 06:47AM	Northwest Bancshares (NASDAQ:NWBI) Has Affirmed Its Dividend Of $0.20 (Simply Wall St.)
Oct-24-22 10:25AM	Northwest Bancshares (NWBI) Misses Q3 Earnings Estimates (Zacks)
09:00AM	Northwest Bancshares, Inc. Announces Third Quarter 2022 Earnings and Quarterly Dividend (PR Newswire)
Oct-19-22 10:01AM	New York Community Bancorp (NYCB) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
06:46AM	As Northwest Bancshares, Inc. (NASDAQ:NWBI) hits US$1.8b market cap, insiders may be dismayed about not purchasing higher quantities (Simply Wall St.)
Oct-18-22 09:00AM	Looking for Stocks with Positive Earnings Momentum? Check Out These 2 Finance Names (Zacks)
Oct-17-22 12:10PM	Why Northwest Bancshares (NWBI) is Poised to Beat Earnings Estimates Again (Zacks)
10:00AM	Northwest Bancshares (NWBI) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-10-22 12:00PM	Northwest Bancshares (NWBI) Moves to Buy: Rationale Behind the Upgrade (Zacks)
Oct-06-22 10:07AM	Northwest Bank Promotes Jim Colestro to Executive Vice President (PR Newswire)
Sep-21-22 03:11PM	3 Top-Ranked Stocks With Dividend Yields Greater Than 5% (Zacks)
Sep-20-22 11:17AM	Huntington increases Columbus market dominance as newcomer Bank of America slips, FDIC data show (American City Business Journals)
Sep-15-22 08:40AM	Zacks Market Edge Highlights: 3M, Northwest Bancshares, Pfizer, Xerox, Enterprise Products Partners (Zacks)
Sep-14-22 03:16PM	How to Have Fun Investing (Zacks)
Sep-06-22 06:24AM	Northwest Bancshares (NASDAQ:NWBI) shareholders have earned a 1.1% CAGR over the last three years (Simply Wall St.)
Aug-23-22 02:28PM	Northwest Bank names longtime Ohio banking exec Louis Torchio its new CEO (American City Business Journals)
Aug-18-22 03:40PM	Northwest appoints new CEO (American City Business Journals)
08:30AM	Northwest Bancshares, Inc. and Northwest Bank Name Louis J. Torchio President and Chief Executive Officer (PR Newswire)
Jul-28-22 06:27AM	Northwest Bancshares' (NASDAQ:NWBI) Dividend Will Be $0.20 (Simply Wall St.)
Jul-27-22 12:20PM	Will Northwest Bancshares (NWBI) Gain on Rising Earnings Estimates? (Zacks)
12:00PM	Here's Why Northwest Bancshares (NWBI) is a Great Momentum Stock to Buy (Zacks)
Jul-25-22 10:15AM	Northwest Bancshares (NWBI) Q2 Earnings and Revenues Beat Estimates (Zacks)
09:00AM	Northwest Bancshares, Inc. Announces Second Quarter 2022 Earnings and Quarterly Dividend (PR Newswire)
Jul-22-22 10:23AM	Why Northwest Bancshares (NWBI) Might Surprise This Earnings Season (Zacks)
Jul-20-22 10:01AM	Analysts Estimate Meta Financial (CASH) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-18-22 10:00AM	Northwest Bancshares (NWBI) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Jul-05-22 06:40AM	7 Cheap Blue-Chip Stocks Under $15 to Buy Now (InvestorPlace)
Jun-17-22 02:52PM	Philadelphia commercial lenders on the 'sea change' in their world and 'tough time for businesses' (American City Business Journals)
Jun-11-22 09:13AM	What Kind Of Investors Own Most Of Northwest Bancshares, Inc. (NASDAQ:NWBI)? (Simply Wall St.)
May-25-22 07:44PM	Longtime Central Ohio banking leader Ron Seiffert has died (American City Business Journals)
11:33AM	Northwest Bank CEO Ronald Seiffert, who was dedicated to growth in Buffalo, dies unexpectedly (American City Business Journals)
08:35AM	Northwest Bancshares, Inc. and Northwest Bank Announce the Passing of Chairman, President and Chief Executive Officer Ronald J. Seiffert (PR Newswire)
May-18-22 09:05AM	S&T Bank market leader Joseph Brennan jumps to Northwest Bank role (American City Business Journals)
May-13-22 06:00AM	Northwest Bank's Jeffrey Maddigan on rising rates (American City Business Journals)
May-12-22 06:31AM	Trade Alert: The Independent Director Of Northwest Bancshares, Inc. (NASDAQ:NWBI), Timothy Hunter, Has Just Spent US$125k Buying 8.7% More Shares (Simply Wall St.)
May-02-22 06:43AM	Northwest Bancshares (NASDAQ:NWBI) Has Announced A Dividend Of US$0.20 (Simply Wall St.)
Apr-29-22 06:17AM	Northwest Bancshares (NASDAQ:NWBI) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.)
Apr-25-22 01:58PM	Why Columbus is key to this bank's growth ambitions even with no branches (American City Business Journals)
10:25AM	Northwest Bancshares (NWBI) Q1 Earnings Beat Estimates (Zacks)
09:00AM	Northwest Bancshares, Inc. Announces First Quarter 2022 Earnings and Quarterly Dividend (PR Newswire)
Apr-21-22 03:15PM	Northwest Bancshares, Inc. Board of Directors Expands with Election of New Member (ACCESSWIRE)
Apr-20-22 08:55AM	Berkshire Hills Bancorp (BHLB) Beats Q1 Earnings Estimates (Zacks)

Northwest Bancshares, Inc. is a holding company, which engages in the provision of a complete line of business and personal banking products, as well as treasury management solutions, and wealth management services. The company was founded in 1896 and is headquartered in Columbus, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Torchio Louis J	President & CEO	May 02 '24	Buy	10.87	2,295	24,945	89,620	May 03 01:04 PM
Barnum Carey A.	SVP, Chief Auditor	Apr 25 '24	Sale	10.85	519	5,629	4,004	Apr 26 10:55 AM
Watson Scott J	EVP, Chief Information Officer	Jan 24 '24	Buy	12.90	5,000	64,512	35,282	Jan 24 03:47 PM
Fannin Timothy B	Director	Dec 13 '23	Sale	12.14	6,110	74,175	22,608	Dec 15 10:22 AM
Cygnar Devin T	EVP, Chief Mktg/Comm. Officer	Nov 07 '23	Buy	10.96	13,692	150,000	13,692	Nov 08 09:30 AM
Maddigan Jeffrey J	EVP, Corporate Treasurer	Sep 13 '23	Buy	10.47	9,600	100,512	35,126	Sep 14 03:29 PM
Torchio Louis J	President & CEO	Aug 23 '23	Buy	11.07	1,352	14,967	57,298	Aug 24 10:18 AM
Barnum Carey A.	SVP, Chief Auditor	Jul 27 '23	Sale	12.29	82	1,008	2,519	Jul 27 03:24 PM
Watson Scott J	EVP, Chief Information Officer	Jul 26 '23	Buy	12.23	5,000	61,127	29,909	Jul 28 09:18 AM
Fannin Timothy B	Director	Jun 12 '23	Buy	11.52	1,675	19,295	4,662	Jun 14 10:47 AM
Colestro James M	EVP, Retail Lend & Bus Banking	Jun 07 '23	Sale	11.05	227	2,508	18,380	Jun 08 03:07 PM
Colestro James M	EVP, Retail Lend & Bus Banking	Jun 05 '23	Sale	10.90	75	817	18,607	Jun 07 07:39 AM
Colestro James M	EVP, Retail Lend & Bus Banking	Jun 01 '23	Sale	10.49	17	178	18,682	Jun 02 08:50 AM
Colestro James M	EVP, Retail Lend & Bus Banking	May 31 '23	Sale	10.69	186	1,988	18,699	Jun 02 08:50 AM
Colestro James M	EVP, Retail Lend & Bus Banking	May 24 '23	Sale	11.03	248	2,735	18,885	May 26 10:39 AM
Colestro James M	EVP, Retail Lend & Bus Banking	May 23 '23	Sale	10.74	39	419	19,133	May 25 07:42 AM
Colestro James M	EVP, Retail Lend & Bus Banking	May 17 '23	Sale	10.63	52	553	19,172	May 19 09:19 AM
Hunter Timothy M	Director	May 16 '23	Buy	10.67	15,000	160,017	147,318	May 17 12:27 PM
Paup Mark A	Director	May 08 '23	Buy	10.40	5,000	52,000	33,809	May 09 01:37 PM

Open in Screener

CB

Chubb Limited

May 06 • 04:00PM ET

252.05

Dollar change +3.51
Percentage change 1.41	%

Financial • Insurance - Property & Casualty • Switzerland • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VOO IVV VTV VIG VYM USMV IWD RDVY JEPI

Index	S&P 500	P/E	11.19	EPS (ttm)	22.53	Insider Own	0.60%	Shs Outstand	405.27M	Perf Week	1.14%
Market Cap	102.35B	Forward P/E	10.64	EPS next Y	23.68	Insider Trans	-7.58%	Shs Float	403.62M	Perf Month	-0.34%
Income	9.28B	PEG	0.63	EPS next Q	5.39	Inst Own	86.36%	Short Float	0.64%	Perf Quarter	1.12%
Sales	51.73B	P/S	1.98	EPS this Y	-3.88%	Inst Trans	-0.57%	Short Ratio	1.58	Perf Half Y	15.30%
Book/sh	149.09	P/B	1.69	EPS next Y	9.29%	ROA	4.73%	Short Interest	2.60M	Perf Year	28.95%
Cash/sh	-	P/C	-	EPS next 5Y	17.70%	ROE	16.35%	52W Range	183.71 - 260.58	Perf YTD	11.53%
Dividend Est.	3.60 (1.43%)	P/FCF	6.98	EPS past 5Y	20.76%	ROI	12.39%	52W High	-3.28%	Beta	0.65
Dividend TTM	3.44 (1.36%)	Quick Ratio	-	Sales past 5Y	8.99%	Gross Margin	-	52W Low	37.20%	ATR (14)	3.82
Dividend Ex-Date	Mar 14, 2024	Current Ratio	0.44	EPS Y/Y TTM	80.70%	Oper. Margin	19.12%	RSI (14)	55.02	Volatility	1.23% 1.45%
Employees	40000	Debt/Eq	0.32	Sales Y/Y TTM	15.73%	Profit Margin	17.94%	Recom	2.07	Target Price	270.05
Option/Short	Yes / Yes	LT Debt/Eq	0.24	EPS Q/Q	15.53%	Payout	15.65%	Rel Volume	0.46	Prev Close	248.54
Sales Surprise	3.97%	EPS Surprise	1.84%	Sales Q/Q	15.57%	Earnings	Apr 23 AMC	Avg Volume	1.64M	Price	252.05
SMA20	1.82%	SMA50	0.06%	SMA200	10.93%	Trades		Volume	756,455	Change	1.41%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-04-24	Downgrade	HSBC Securities	Buy → Hold	$275 → $270
Mar-14-24	Downgrade	Citigroup	Buy → Neutral	$238 → $275
Jan-10-24	Initiated	TD Cowen	Market Perform	$254
Jan-08-24	Downgrade	Goldman	Buy → Neutral	$222
Dec-28-23	Initiated	HSBC Securities	Buy	$263
Dec-18-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$253 → $240
Oct-05-23	Initiated	Deutsche Bank	Buy	$269
Oct-02-23	Downgrade	JP Morgan	Overweight → Neutral	$250
Jun-20-23	Initiated	Morgan Stanley	Equal-Weight	$192
Apr-18-23	Upgrade	Citigroup	Neutral → Buy	$229
Mar-17-23	Upgrade	JP Morgan	Neutral → Overweight	$239
Jan-20-23	Initiated	BMO Capital Markets	Market Perform	$225
Jan-09-23	Downgrade	Jefferies	Buy → Hold	$246
Dec-05-22	Reiterated	MKM Partners	Buy	$235 → $260
Nov-15-22	Upgrade	Atlantic Equities	Neutral → Overweight	$240
May-24-22	Initiated	Citigroup	Neutral	$209
Nov-23-21	Initiated	Goldman	Buy	$230
Nov-19-21	Initiated	Jefferies	Buy	$235
Oct-15-21	Resumed	Morgan Stanley	Equal-Weight	$200
Aug-17-21	Initiated	Wolfe Research	Outperform	$231

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Chubb Ltd. operates as a holding company, which engages in the provision of commercial and personal property and casualty insurance, personal accident and accident and health (A&H), reinsurance, and life insurance. It operates through the following segments: North America Commercial Property and Casualty (P&C) Insurance, North America Personal P&C Insurance, North America Agricultural Insurance, Overseas General Insurance, Global Reinsurance, and Life Insurance. The North America Commercial P&C Insurance segment that includes the business written by Chubb divisions that provide P&C insurance and services to large, middle market and small commercial businesses in the U.S., Canada, and Bermuda. The North America Personal P&C Insurance segment offers affluent and high net worth individuals and families with homeowners, high value automobile and collector cars, valuable articles, personal and excess liability, travel insurance, and recreational marine insurance and services. The North America Agricultural Insurance segment is involved in comprehensive multiple peril crop insurance (MPCI) and crop-hail insurance, and Chubb agribusiness. The Overseas General Insurance segment caters for both commercial and consumer P&C insurance and services in countries and territories outside of North America where the company operates. The Global Reinsurance segment covers reinsurance business. The Life Insurance segment focuses on its international life operations. The company was founded in 1882 and is headquartered in Zurich, Switzerland.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BOROUGHS TIMOTHY ALAN	Executive Vice President*	Mar 20 '24	Sale	258.78	14,303	3,701,344	35,662	Mar 22 01:30 PM
BOROUGHS TIMOTHY ALAN	Executive Vice President*	Mar 20 '24	Sale	259.05	5,697	1,475,817	0	Mar 22 01:30 PM
Lupica John J	Vice Chrm, Chubb Group*	Mar 19 '24	Option Exercise	114.78	25,479	2,924,480	165,401	Mar 21 05:30 PM
Lupica John J	Vice Chrm, Chubb Group*	Mar 19 '24	Sale	258.92	34,464	8,923,566	130,937	Mar 21 05:30 PM
Wayland Joseph F	Executive Vice President and*	Mar 15 '24	Option Exercise	116.67	27,424	3,199,559	110,481	Mar 19 08:11 AM
Wayland Joseph F	Executive Vice President and*	Mar 15 '24	Sale	257.02	26,946	6,925,777	95,252	Mar 19 08:11 AM
BOROUGHS TIMOTHY ALAN	Executive Vice President*	Feb 26 '24	Option Exercise	116.64	33,150	3,866,453	67,521	Feb 28 05:48 PM
BOROUGHS TIMOTHY ALAN	Executive Vice President*	Feb 26 '24	Sale	255.11	33,150	8,456,758	50,486	Feb 28 05:48 PM
GREENBERG EVAN G	Chairman & CEO	Feb 06 '24	Sale	248.37	58,730	14,586,770	609,618	Feb 06 06:54 PM
GREENBERG EVAN G	Chairman & CEO	Feb 02 '24	Option Exercise	96.76	1,033	99,953	668,348	Feb 06 06:54 PM
HAGAN ANNMARIE T	Chief Accounting Officer	Feb 01 '24	Sale	245.04	7,180	1,759,387	6,105	Feb 02 09:28 AM
Ortega Juan Luis	Executive Vice President*	Nov 08 '23	Option Exercise	96.76	1,508	145,914	51,448	Nov 09 02:33 PM
Ortega Juan Luis	Executive Vice President*	Nov 08 '23	Sale	218.63	1,508	329,694	49,940	Nov 09 02:33 PM
Lupica John J	Vice Chrm, Chubb Group*	Nov 06 '23	Sale	218.76	17,810	3,896,155	136,239	Nov 08 07:43 AM
Wayland Joseph F	Executive Vice President and*	Sep 19 '23	Option Exercise	96.76	6,890	666,676	104,852	Sep 21 08:53 AM
Wayland Joseph F	Executive Vice President and*	Sep 19 '23	Sale	213.67	11,537	2,465,101	93,315	Sep 21 08:53 AM
Keogh John W	President & COO	Aug 24 '23	Option Exercise	96.76	1,033	99,953	275,767	Aug 28 01:03 PM
Keogh John W	President & COO	Aug 24 '23	Sale	201.01	10,000	2,010,100	265,184	Aug 28 01:03 PM
Shasta Theodore	Director	Aug 14 '23	Sale	201.94	699	141,156	14,511	Aug 16 08:27 AM
BOROUGHS TIMOTHY ALAN	Executive Vice President*	Aug 01 '23	Sale	205.41	1,500	308,115	2,335	Aug 03 04:56 PM
ATIEH MICHAEL G	Director	Jul 28 '23	Sale	208.39	750	156,292	38,933	Aug 14 12:18 PM
HAGAN ANNMARIE T	Chief Accounting Officer	Jul 27 '23	Option Exercise	118.39	2,028	240,095	14,421	Jul 31 10:51 AM
Lupica John J	Vice Chrm, Chubb Group*	Jul 27 '23	Sale	211.74	8,398	1,778,193	154,049	Jul 31 10:54 AM
HAGAN ANNMARIE T	Chief Accounting Officer	Jul 27 '23	Sale	211.81	1,187	251,418	13,234	Jul 31 10:51 AM

Open in Screener

HNVR

Hanover Bancorp Inc

May 06 • 04:00PM ET

16.51

Dollar change -0.10
Percentage change -0.60	%

Financial • Banks - Regional • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

HNVR Hanover Bancorp Inc daily Stock Chart

Held by: VXF VTI IWC

Index	-	P/E	8.51	EPS (ttm)	1.94	Insider Own	40.13%	Shs Outstand	7.17M	Perf Week	0.06%
Market Cap	119.37M	Forward P/E	-	EPS next Y	-	Insider Trans	0.27%	Shs Float	4.33M	Perf Month	14.65%
Income	14.11M	PEG	-	EPS next Q	0.48	Inst Own	15.00%	Short Float	0.12%	Perf Quarter	-7.35%
Sales	133.51M	P/S	0.89	EPS this Y	-	Inst Trans	4.12%	Short Ratio	0.84	Perf Half Y	-8.48%
Book/sh	25.64	P/B	0.64	EPS next Y	-	ROA	0.64%	Short Interest	0.01M	Perf Year	-9.78%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	7.62%	52W Range	13.62 - 18.86	Perf YTD	-6.41%
Dividend Est.	-	P/FCF	10.36	EPS past 5Y	1.51%	ROI	3.78%	52W High	-12.46%	Beta	-0.23
Dividend TTM	0.40 (2.42%)	Quick Ratio	-	Sales past 5Y	31.43%	Gross Margin	-	52W Low	21.22%	ATR (14)	0.47
Dividend Ex-Date	May 07, 2024	Current Ratio	0.10	EPS Y/Y TTM	-29.67%	Oper. Margin	14.64%	RSI (14)	62.34	Volatility	2.71% 2.88%
Employees	176	Debt/Eq	0.97	Sales Y/Y TTM	47.53%	Profit Margin	10.57%	Recom	1.00	Target Price	18.50
Option/Short	No / Yes	LT Debt/Eq	0.97	EPS Q/Q	27.17%	Payout	19.51%	Rel Volume	2.36	Prev Close	16.61
Sales Surprise	3.84%	EPS Surprise	29.41%	Sales Q/Q	34.28%	Earnings	Apr 17 BMO	Avg Volume	6.02K	Price	16.51
SMA20	6.61%	SMA50	5.56%	SMA200	-4.77%	Trades		Volume	14,210	Change	-0.60%

Apr-18-24 07:52AM	HNVR Stock Earnings: Hanover Bancorp Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace) +5.61%
Apr-17-24 09:55AM	Hanover Bancorp, Inc. (HNVR) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
08:30AM	Hanover Bancorp, Inc. Reports Earnings for the First Quarter with Increased Net Income and Net Interest Income and Strong Non-interest Income (GlobeNewswire)
Apr-08-24 09:16AM	3 Financial Stocks Short Sellers Are Banking On to Fail (InvestorPlace)
Apr-01-24 01:30PM	Bounce-Back Bargains: 3 Oversold Stocks Ripe for a Short-Term Surge (InvestorPlace)
05:23PM	Loading…
Jan-24-24 05:23PM	Hanover Bancorp Inc (HNVR) Reports Mixed Fourth Quarter Results Amidst Rising Interest Rates (GuruFocus.com)
04:15PM	Hanover Bancorp, Inc. Reports Earnings for the Fourth Calendar Quarter highlighted by Increased Net Income and Net Interest Income and Strong Non-interest Income (GlobeNewswire)
Nov-16-23 09:00AM	Hanover Bancorp Announces Joseph Burns as its New Executive Vice President, Chief Lending Officer (GlobeNewswire)
Oct-26-23 10:22AM	Hanover Bancorp Inc (HNVR) Reports Earnings for Q3 and Fiscal Year 2023 (GuruFocus.com)
08:00AM	Hanover Bancorp, Inc. Reports Earnings for the Third Calendar Quarter and Fiscal Year 2023 and Declares $0.10 Quarterly Cash Dividend (GlobeNewswire)
Oct-09-23 12:05PM	Provident Financial (PROV) Announces Share Buyback Plan (Zacks)
Oct-06-23 12:10PM	Hanover Bancorp (HNVR) Announces New Share Repurchase Plan (Zacks)
Oct-05-23 08:00AM	Hanover Bancorp Approves New Share Repurchase Program (GlobeNewswire)
Aug-03-23 06:05AM	Hanover Bancorp (NASDAQ:HNVR) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.)
Aug-01-23 06:03AM	Hanover Bancorp (NASDAQ:HNVR) Is Paying Out A Dividend Of $0.10 (Simply Wall St.)
08:00AM	Loading…
Jul-27-23 08:00AM	Hanover Bancorp, Inc. Reports Earnings for the Third Fiscal Quarter and Declares $0.10 Quarterly Cash Dividend (GlobeNewswire)
Jun-14-23 06:02AM	The past year for Hanover Bancorp (NASDAQ:HNVR) investors has not been profitable (Simply Wall St.)
May-22-23 08:00AM	Hanover Bank Opens Business Banking Center in Hauppauge, Long Island (GlobeNewswire)
May-04-23 06:20AM	Be Sure To Check Out Hanover Bancorp, Inc. (NASDAQ:HNVR) Before It Goes Ex-Dividend (Simply Wall St.)
Apr-27-23 04:30PM	Hanover Bank Announces Appointment of New President (GlobeNewswire)
08:00AM	Hanover Bancorp, Inc. Reports Earnings for the Second Fiscal Quarter and Declares $0.10 Quarterly Cash Dividend (GlobeNewswire)

Hanover Bancorp, Inc. is a bank holding company, which engages in the provision of financial services and commercial banking products and services. It also offers multi-family and commercial mortgages, residential loans, business loans, and lines of credit. The company was founded on November 4, 2008 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Burke Lance P	EVP & Chief Financial Officer	May 03 '24	Buy	16.61	175	2,907	21,946	May 06 03:57 PM
Burke Lance P	EVP & Chief Financial Officer	May 02 '24	Buy	16.57	200	3,314	21,771	May 03 09:29 AM
Burke Lance P	EVP & Chief Financial Officer	May 01 '24	Buy	16.67	200	3,334	21,571	May 03 09:29 AM
PUORRO MICHAEL P	Chairman & CEO	Apr 30 '24	Buy	16.60	500	8,300	278,388	May 01 10:49 AM
Wilcox McClelland W	President	Apr 30 '24	Buy	16.60	250	4,150	81,537	May 01 11:19 AM
Burke Lance P	EVP & Chief Financial Officer	Apr 30 '24	Buy	16.60	200	3,320	21,371	May 01 10:39 AM
Vivona John P	FSVP & Chief Risk Officer	Apr 24 '24	Buy	16.79	200	3,357	3,200	Apr 25 12:25 PM
Burke Lance P	EVP & Chief Financial Officer	Apr 24 '24	Buy	16.78	200	3,356	21,171	Apr 26 09:34 AM
PUORRO MICHAEL P	Chairman & CEO	Apr 24 '24	Buy	16.78	200	3,356	277,888	Apr 25 12:23 PM
PUORRO MICHAEL P	Chairman & CEO	Apr 23 '24	Buy	16.90	200	3,380	277,688	Apr 25 12:23 PM
Sisti Elena	Director	Apr 22 '24	Buy	16.95	2,000	33,900	101,878	Apr 23 01:59 PM
Wilcox McClelland W	President	Apr 22 '24	Buy	16.91	200	3,382	81,287	Apr 23 12:30 PM
PUORRO MICHAEL P	Chairman & CEO	Apr 22 '24	Buy	16.58	200	3,316	277,488	Apr 23 12:28 PM
Katz Michael David M.D.	Director	Apr 09 '24	Option Exercise	10.00	7,057	70,570	154,279	Apr 09 01:55 PM
Okun Philip A	Director	Mar 05 '24	Option Exercise	10.00	8,139	81,390	42,584	Mar 05 01:56 PM
Golden Robert	Director	Jan 31 '24	Buy	18.00	500	9,000	28,728	Feb 02 02:06 PM
Sisti Elena	Director	Jan 29 '24	Buy	18.01	2,750	49,528	97,761	Jan 31 03:07 PM
Katz Michael David M.D.	Director	Jan 29 '24	Buy	18.02	700	12,614	145,105	Jan 30 04:08 PM
Wilcox McClelland W	President	Dec 26 '23	Option Exercise	4.46	29,900	133,354	95,099	Dec 28 03:01 PM
Okun Philip A	Director	Dec 08 '23	Sale	17.75	1,124	19,954	32,328	Dec 08 01:59 PM
Sorrenti John R	Director	Dec 06 '23	Option Exercise	10.00	3,500	35,000	42,169	Dec 06 03:44 PM
Sisti Elena	Director	Nov 08 '23	Buy	18.00	265	4,770	95,011	Nov 09 12:33 PM

Open in Screener

MSCI

MSCI Inc

May 06 • 04:00PM ET

475.49

Dollar change +8.45
Percentage change 1.81	%

Financial • Financial Data & Stock Exchanges • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VOO VO VUG IVV VOT IWR RSP IWP VFH

Index	S&P 500	P/E	32.46	EPS (ttm)	14.65	Insider Own	3.26%	Shs Outstand	79.09M	Perf Week	-0.31%
Market Cap	37.67B	Forward P/E	28.44	EPS next Y	16.72	Insider Trans	0.45%	Shs Float	76.64M	Perf Month	-12.33%
Income	1.17B	PEG	2.54	EPS next Q	3.56	Inst Own	92.05%	Short Float	1.42%	Perf Quarter	-18.50%
Sales	2.62B	P/S	14.40	EPS this Y	9.01%	Inst Trans	-2.77%	Short Ratio	1.87	Perf Half Y	-2.37%
Book/sh	-8.21	P/B	-	EPS next Y	13.46%	ROA	22.13%	Short Interest	1.09M	Perf Year	3.02%
Cash/sh	6.56	P/C	72.53	EPS next 5Y	12.79%	ROE	-	52W Range	439.95 - 617.39	Perf YTD	-15.94%
Dividend Est.	6.25 (1.31%)	P/FCF	30.20	EPS past 5Y	20.50%	ROI	29.20%	52W High	-22.98%	Beta	1.11
Dividend TTM	5.74 (1.21%)	Quick Ratio	1.00	Sales past 5Y	12.10%	Gross Margin	76.52%	52W Low	8.08%	ATR (14)	15.38
Dividend Ex-Date	May 16, 2024	Current Ratio	1.00	EPS Y/Y TTM	34.21%	Oper. Margin	54.01%	RSI (14)	38.75	Volatility	2.87% 2.99%
Employees	5794	Debt/Eq	-	Sales Y/Y TTM	14.72%	Profit Margin	44.55%	Recom	2.30	Target Price	555.18
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	8.53%	Payout	38.37%	Rel Volume	1.87	Prev Close	467.04
Sales Surprise	-0.80%	EPS Surprise	1.50%	Sales Q/Q	14.82%	Earnings	Apr 23 BMO	Avg Volume	580.99K	Price	475.49
SMA20	-4.59%	SMA50	-10.71%	SMA200	-10.91%	Trades		Volume	1,084,749	Change	1.81%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-30-24	Upgrade	BofA Securities	Underperform → Neutral	$425 → $525
Apr-24-24	Upgrade	Deutsche Bank	Hold → Buy	$613 → $569
Apr-24-24	Downgrade	Oppenheimer	Outperform → Perform
Mar-26-24	Initiated	Wolfe Research	Peer Perform
Feb-20-24	Downgrade	Redburn Atlantic	Neutral → Sell	$620 → $470
Jan-05-24	Downgrade	Raymond James	Outperform → Mkt Perform
Dec-22-23	Initiated	Edward Jones	Buy
Dec-13-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$526 → $600
Sep-19-23	Initiated	Argus	Buy	$580
Sep-14-23	Downgrade	Redburn Atlantic	Overweight → Neutral	$650 → $554
Jul-17-23	Downgrade	Exane BNP Paribas	Neutral → Underperform	$450
Jun-15-23	Initiated	BofA Securities	Underperform
May-09-23	Initiated	Wells Fargo	Overweight	$570
Dec-13-22	Initiated	JP Morgan	Overweight	$580
May-17-22	Initiated	Redburn	Buy
Apr-28-22	Upgrade	Raymond James	Mkt Perform → Outperform	$515
Apr-01-22	Initiated	Goldman	Neutral	$553
Mar-30-22	Initiated	Deutsche Bank	Hold	$533
Jul-08-21	Initiated	RBC Capital Mkts	Outperform	$600
Jun-16-21	Reiterated	Oppenheimer	Outperform	$533 → $543

Show Previous Ratings

May-06-24 12:33AM	Back on the rate cut track (Reuters)
12:30AM	MORNING BID EUROPE-Back on the rate cut track (Reuters)
May-03-24 02:41PM	30 Most Profitable Companies with Highest Margins in the World (Insider Monkey)
10:31AM	MSCI to Participate in Barclays Americas Select Franchise Conference (Business Wire)
May-01-24 09:03AM	KBR, Inc. (NYSE:KBR) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:24PM	Loading…
Apr-30-24 12:24PM	MSCI Shares Already Price In Worst-Case Scenario, BofA Says in Upgrade (MT Newswires)
08:39AM	Reliance Steel & Aluminum Co. (NYSE:RS) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-28-24 09:19AM	Greed Pays: 3 Stocks to Load Up on While Everyone Flees (InvestorPlace)
Apr-27-24 09:31AM	15 Friendliest Countries in Africa (Insider Monkey)
Apr-26-24 02:35PM	Stagnant Returns Didn't Deter Bond Investors in First Quarter (Investopedia)
01:00PM	MSCI Inc (MSCI) President & COO Cd Pettit Acquires 7,500 Shares (GuruFocus.com)
Apr-25-24 02:50PM	Toll Brothers (TOL) Continued to Grow in the First Quarter (Insider Monkey)
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Apr-24-24 10:38AM	MSCI Inc. (NYSE:MSCI) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:10AM	MSCI Inc (MSCI) Q1 2024 Earnings Call Transcript Highlights: Strong Growth and Strategic Investments (GuruFocus.com)
03:02AM	14 Dividend Growth Stocks with Highest Growth Rates (Insider Monkey)
02:10AM	Q1 2024 MSCI Inc Earnings Call (Thomson Reuters StreetEvents)
01:05AM	Decoding MSCI Inc (MSCI): A Strategic SWOT Insight (GuruFocus.com)
Apr-23-24 05:00PM	MSCI (MSCI) Q1 2024 Earnings Call Transcript (Motley Fool) -13.43%
04:41PM	S&P 500 Gains and Losses Today: Auto Parts Provider LKQ Sinks Amid Soft Demand (Investopedia)
03:29PM	Analyst Report: MSCI Inc. (Morningstar Research)
01:54PM	Top Stock Movers Now: General Motors, Kimberly-Clark, PepsiCo, and More (Investopedia)
01:28PM	Loading…
01:28PM	What's Going On With MSCI Stock On Monday? (Benzinga)
12:44PM	MSCI and LKQ Are the S&P 500s Leading Decliners Tuesday. Heres Why. (Barrons.com)
10:52AM	MSCI Stock Earnings: MSCI Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
10:09AM	MSCI Provides New Conference Call Dial-In Number for First Quarter 2024 Earnings Call (Business Wire)
09:51AM	UPDATE 1-MSCI Q1 revenue misses estimates due to subscription cancellations (Reuters)
09:30AM	MSCI (MSCI) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
08:01AM	MSCI Inc. (MSCI) Q1 2024 Earnings: Solid Performance with Adjusted EPS Exceeding Analyst ... (GuruFocus.com)
07:55AM	MSCI (MSCI) Q1 Earnings Surpass Estimates (Zacks)
07:26AM	MSCI Q1 revenue misses estimates due to subscription cancellations (Reuters)
07:20AM	MSCI Q1 profit jumps on higher demand for index products (Reuters)
07:12AM	MSCI Q1 Adj. Eps Tops Estimates, But Revenues Miss (RTT News)
06:53AM	MSCI: Q1 Earnings Snapshot (Associated Press Finance)
06:45AM	MSCI Reports Financial Results for First Quarter 2024 (Business Wire)
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03:06AM	Cooper Investors Global Equities Fund's Q1 2024 Investor Letter (Insider Monkey)
Apr-22-24 12:49PM	Cathie Wood's Latest Stock Portfolio: Top 10 Stock Picks (Insider Monkey)
12:10PM	Will MSCI (MSCI) Beat Estimates Again in Its Next Earnings Report? (Zacks)
11:58AM	40 Best Places to Visit in India Before You Die (Insider Monkey)
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10:29AM	Endava plc (DAVA) Was Down 40% in Q1 (Insider Monkey)
08:28AM	White Falcon Capital Management's Q1 2024 Investor Letter (Insider Monkey)
07:04AM	Here's Why Polen Global Growth Strategy Eliminated Nestl S.A. (NSRGY) (Insider Monkey)
06:51AM	Should You Add Globant S.A. (GLOB) to Your Portfolio? (Insider Monkey)
05:57AM	Will Accenture plc (ACN) Benefit from Tailwinds? (Insider Monkey)
05:30AM	Workday (WDAY) Cooled Down in Q1 (Insider Monkey)
Apr-20-24 09:16AM	10 Best Healthcare Stocks to Buy Under $20 (Insider Monkey)
Apr-19-24 04:19PM	EMERGING MARKETS-Latam markets steady as geopolitical fears calm; EM stocks set for worst week since June (Reuters)
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Apr-18-24 04:29PM	UPDATE 2-US firms facilitated investments into blacklisted Chinese companies, says House probe (Reuters)
10:49AM	EMERGING MARKETS-Latam currencies dip as dollar weighs, Chilean peso outperforms (Reuters)
09:15AM	Exploring Analyst Estimates for MSCI (MSCI) Q1 Earnings, Beyond Revenue and EPS (Zacks)
Apr-17-24 08:42AM	CaliberCos Inc. (NASDAQ:CWD) Q4 2023 Earnings Call Transcript (Insider Monkey)
08:00AM	MSCI Completes Acquisition of Foxberry (Business Wire)
04:07AM	Ashmore Counters Consensus With Big Bet on China Over India (Bloomberg)
Apr-16-24 11:52AM	14 Cheap Penny Stocks to Buy According to Analysts (Insider Monkey)
10:00AM	MSCI (MSCI) Earnings Expected to Grow: Should You Buy? (Zacks)
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04:30PM	EMERGING MARKETS-Latam currencies, stocks slump as investors reassess Fed prospects (Reuters)
Apr-11-24 11:04AM	MSCI Schedules Earnings Call to Review First Quarter 2024 Results (Business Wire)
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07:30AM	Oakmark Global Select Fund's Q1 2024 Investor Letter (Insider Monkey)
06:36AM	Centene Corporation (CNC) Rose on Increase in Managed Medicaid Penetration (Insider Monkey)
06:22AM	Oakmark Global Fund's Q1 2024 Investor Letter (Insider Monkey)
Apr-05-24 08:00AM	Q1 Growth Forecast Should Keep India Equity Bulls Appeased (ETF Trends)
Apr-04-24 08:00AM	Economic Data Intensifies Bullish Tailwinds for China ETF (ETF Trends)
Apr-02-24 04:39PM	EMERGING MARKETS-Robust copper prices lift Chile's peso; Brazil's currency flat after intervention (Reuters)
10:43AM	EMERGING MARKETS-Robust copper prices lift Chile's peso ahead of rate decision (Reuters)
Apr-01-24 08:18PM	10 Best Real Estate ETFs To Buy Now (Insider Monkey)
02:27PM	VNET Group, Inc. (NASDAQ:VNET) Q4 2023 Earnings Call Transcript (Insider Monkey)
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Mar-28-24 09:42AM	Noah Holdings Limited (NYSE:NOAH) Q4 2023 Earnings Call Transcript (Insider Monkey)

MSCI, Inc. engages in the provision of investment decision support tools including indices, portfolio risk and performance analytics and corporate governance products and services. It operates through the following segments: Index, Analytics, ESG and Climate, and All Other-Private Assets. The Index segment focuses on the investment process, including developing indexed financial products. The Analytics segment offers risk management, performance attribution and portfolio management content, applications, and services. The ESG and Climate segment includes providing data, ratings, research, and tools to help investors navigate increasing regulation, meet new client demands and better integrate ESG and climate elements into their investment processes. The All Other-Private Assets segment refers to the business intelligence products to real estate owners, managers, developers, and brokers. The company was founded by Andrew Thomas Rudd in 1998 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Crum Scott A	Chief Human Resources Officer	Apr 30 '24	Sale	471.69	9,000	4,245,200	12,831	May 01 04:02 PM
Fernandez Henry A	Chairman and CEO	Apr 25 '24	Buy	465.92	13,000	6,056,955	327,479	Apr 26 09:19 AM
Pettit CD Baer	President & COO	Apr 25 '24	Buy	459.41	7,500	3,445,575	291,038	Apr 26 09:19 AM
Gutowski Robert J.	General Counsel	Aug 18 '23	Sale	520.00	1,478	768,560	15,179	Aug 18 04:01 PM
Crum Scott A	Chief Human Resources Officer	Jul 27 '23	Sale	555.89	1,800	1,000,602	18,274	Jul 28 04:01 PM
Crum Scott A	Chief Human Resources Officer	May 30 '23	Sale	479.61	2,000	959,213	20,074	May 31 04:01 PM

Open in Screener

ACN

Accenture plc

May 06 • 04:00PM ET

306.06

Dollar change +2.35
Percentage change 0.77	%

Technology • Information Technology Services • Ireland • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VOO VUG IVV VGT VIG IWF QUAL JEPI USMV

Index	S&P 500	P/E	27.74	EPS (ttm)	11.03	Insider Own	0.24%	Shs Outstand	628.27M	Perf Week	0.96%
Market Cap	192.43B	Forward P/E	23.40	EPS next Y	13.08	Insider Trans	-4.95%	Shs Float	627.20M	Perf Month	-8.09%
Income	7.03B	PEG	3.66	EPS next Q	3.17	Inst Own	77.89%	Short Float	1.14%	Perf Quarter	-17.36%
Sales	64.57B	P/S	2.98	EPS this Y	3.93%	Inst Trans	1.15%	Short Ratio	2.67	Perf Half Y	-0.67%
Book/sh	43.13	P/B	7.10	EPS next Y	7.83%	ROA	14.20%	Short Interest	7.15M	Perf Year	14.84%
Cash/sh	8.15	P/C	37.54	EPS next 5Y	7.58%	ROE	27.64%	52W Range	261.68 - 387.51	Perf YTD	-12.78%
Dividend Est.	5.10 (1.67%)	P/FCF	21.87	EPS past 5Y	11.18%	ROI	23.84%	52W High	-21.02%	Beta	1.23
Dividend TTM	4.99 (1.63%)	Quick Ratio	1.26	Sales past 5Y	9.59%	Gross Margin	32.59%	52W Low	16.96%	ATR (14)	5.67
Dividend Ex-Date	Apr 10, 2024	Current Ratio	1.26	EPS Y/Y TTM	1.61%	Oper. Margin	15.43%	RSI (14)	33.76	Volatility	1.37% 1.54%
Employees	733000	Debt/Eq	0.12	Sales Y/Y TTM	2.26%	Profit Margin	10.89%	Recom	1.90	Target Price	388.78
Option/Short	Yes / Yes	LT Debt/Eq	0.09	EPS Q/Q	10.08%	Payout	41.59%	Rel Volume	0.88	Prev Close	303.71
Sales Surprise	-0.30%	EPS Surprise	4.09%	Sales Q/Q	-0.09%	Earnings	Mar 21 BMO	Avg Volume	2.68M	Price	306.06
SMA20	-2.49%	SMA50	-10.92%	SMA200	-8.07%	Trades		Volume	2,361,316	Change	0.77%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-21-24	Downgrade	Susquehanna	Positive → Neutral	$400 → $360
Mar-19-24	Initiated	Guggenheim	Buy	$425
Jan-30-24	Initiated	Mizuho	Buy	$426
Jan-17-24	Upgrade	Exane BNP Paribas	Neutral → Outperform	$440
Nov-16-23	Initiated	Redburn Atlantic	Buy	$410
Nov-07-23	Initiated	UBS	Neutral	$333
Jun-23-23	Downgrade	TD Cowen	Outperform → Market Perform	$325 → $300
Jun-15-23	Upgrade	Piper Sandler	Underweight → Neutral	$250 → $316
Apr-05-23	Upgrade	Edward Jones	Hold → Buy
Jan-30-23	Initiated	Wells Fargo	Equal Weight	$289
Dec-12-22	Downgrade	Piper Sandler	Neutral → Underweight	$268
Jun-29-22	Downgrade	Exane BNP Paribas	Outperform → Neutral	$320
Jan-10-22	Initiated	Goldman	Neutral	$446
Dec-17-21	Reiterated	Wolfe Research	Peer Perform	$380 → $420
Dec-17-21	Reiterated	UBS	Neutral	$340 → $397
Dec-17-21	Reiterated	Deutsche Bank	Buy	$395 → $440
Dec-17-21	Reiterated	Citigroup	Buy	$390 → $460
Dec-17-21	Reiterated	BMO Capital Markets	Market Perform	$385 → $460
Sep-22-21	Upgrade	MoffettNathanson	Neutral → Buy	$405
Jul-26-21	Upgrade	Redburn	Neutral → Buy

Show Previous Ratings

May-06-24 03:45PM	3 Dividend Achiever Stocks to Buy for Income and Growth (InvestorPlace)
01:47PM	Accenture, Oracle Collaborate in Generative AI; Accenture Unit Wins US Army Cloud Modernization, Migration Contract (MT Newswires)
01:14PM	Accenture Named Official Business and Technology Consulting Partner of the National Football League (Business Wire)
09:00AM	Accenture Federal Services Wins U.S. Army Cloud Modernization and Migration Award (Business Wire)
07:59AM	Accenture and Oracle Collaborate to Help Clients Accelerate Generative AI Adoption, Starting with the Finance Organization (Business Wire)
06:34AM	Loading…
May-04-24 06:34AM	MSFT Analysis: Why Microsoft Stock Is a Must-Own for Investors in 2024 (InvestorPlace)
May-03-24 06:00PM	Accenture (ACN) Rises But Trails Market: What Investors Should Know (Zacks)
May-02-24 10:39AM	Accenture to Acquire Creative Agency SOKO, Data Consultancy Firm Parsionate (MT Newswires)
09:34AM	Accenture to Acquire SOKO to Expand Creative and Brand Experience Capabilities in Brazil (Business Wire)
05:36AM	Accenture to Acquire Parsionate, Expanding its Ability to Help Clients Accelerate Data Readiness and Drive Generative AI Adoption (Business Wire)
05:14AM	Why one CEO is swearing off making economic forecasts (Fortune)
May-01-24 12:51PM	Coursera, Inc. (NYSE:COUR) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:00AM	Beyond Market Price: Uncovering Accenture PLC's Intrinsic Value (GuruFocus.com)
Apr-30-24 12:05PM	Microsoft Corporation (NASDAQ:MSFT) Q3 2024 Earnings Call Transcript (Insider Monkey)
10:14AM	How Generative AI Can Help Overcome Information Overload in Online Shopping (WWD)
10:00AM	Loading…
Apr-29-24 10:00AM	Deep Learning and Neural Networks Drive a Potential $7.9 Trillion AI Economy (PR Newswire)
Apr-27-24 08:54AM	Goldman Sachs' Top 15 Stock Picks for 2024 (Insider Monkey)
Apr-26-24 01:00PM	Insider Sell: Chief Leadership & HR Officer Ellyn Shook Sells 5,000 Shares of Accenture PLC ... (GuruFocus.com)
09:50AM	Accenture Insider Sold Shares Worth $1,536,112, According to a Recent SEC Filing (MT Newswires)
Apr-25-24 07:42PM	Analyst Report: Accenture plc (Morningstar Research)
03:58PM	Meet the professional namer who directed Accentures $100 million name change: Its the best job in the world (Fortune)
Apr-24-24 09:00AM	Accenture PLC (ACN) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
06:11AM	FTC chair Lina Khans ban of noncompete agreements is on firmer ground than her past overreach (Fortune)
Apr-22-24 10:29AM	Endava plc (DAVA) Was Down 40% in Q1 (Insider Monkey)
08:08AM	Accenture Debuts Global Creative Campaign Spotlighting Stories of Reinvention (Business Wire)
06:51AM	Should You Add Globant S.A. (GLOB) to Your Portfolio? (Insider Monkey)
05:57AM	Will Accenture plc (ACN) Benefit from Tailwinds? (Insider Monkey)
Apr-19-24 09:30AM	Wall Street Bulls Look Optimistic About Accenture (ACN): Should You Buy? (Zacks)
Apr-18-24 08:15AM	14 Best Large Cap Dividend Growth Stocks To Buy Now (Insider Monkey)
05:17AM	Challenged Revenue Growth Impacted Accenture plc (ACN) in Q1 (Insider Monkey)
08:00AM	Loading…
Apr-17-24 08:00AM	Beyond Market Price: Uncovering Accenture PLC's Intrinsic Value (GuruFocus.com)
Apr-16-24 01:41AM	Jobs of the future will require the cognitive skills AI hasnt mastered, says Accentures chief AI officer (Fortune)
Apr-15-24 01:01PM	Fortune partners with Accenture on AI tool to help analyze and visualize the Fortune 500: You cant ask a spreadsheet a question (Fortune)
12:07PM	Accenture Federal Services to Acquire Cognosante (Business Wire)
Apr-12-24 08:00AM	BNY Mellon Collaborates with Accenture to Drive Accelerated Growth for Clients (PR Newswire)
Apr-11-24 09:00AM	Is Trending Stock Accenture PLC (ACN) a Buy Now? (Zacks)
Apr-10-24 06:30PM	Why Accenture Stock Wilted on Wednesday (Motley Fool)
10:11AM	Accenture Acquires Unlimited to Further Bolster its CRM and Customer Relevance Capabilities (Business Wire)
Apr-09-24 01:48PM	Best Buy to offer generative AI customer support with Google Cloud (Chain Store Age)
07:02AM	Accenture PLC's Dividend Analysis (GuruFocus.com)
Apr-08-24 10:15AM	Accenture Acquires Axis Corporate to Help Spanish Financial Services Companies Reinvent their Businesses (Business Wire)
08:56AM	Insider Q&A: Nellie Borrero recounts 4 decades of addressing racism and bringing change to Accenture (Associated Press Finance)
Apr-07-24 10:09PM	Accenture to Acquire CLIMB to Expand Technology Capabilities (Business Wire)
Apr-04-24 01:28PM	Ex-Accenture executive sues consultancy giant over claims he was shamed for having ADHD (The Telegraph)
09:00AM	Accenture Federal Services and Google Public Sector Launch Data & AI Center of Excellence (Business Wire)
Apr-03-24 11:05AM	Accenture (ACN) to Snap Up Italy's Intellera Consulting (Zacks)
10:00AM	Top Companies for Social Responsibility (The Wall Street Journal)
08:59AM	Accenture Appoints Karalee Close as Global Talent & Organization Lead to Help Power Clients Reinvention with Technology and Talent (Business Wire)
08:00AM	Invest with Confidence: Intrinsic Value Unveiled of Accenture PLC (GuruFocus.com)
Apr-02-24 06:44AM	Accenture To Enhance Digital Transformation Capabilities for Italys Public Sector with Acquisition of Intellera Consulting (Business Wire)
Mar-31-24 11:41AM	12 Oversold Dividend Stocks To Buy Now (Insider Monkey)
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Accenture is a global professional services company that helps the world's businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The company combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. Accenture operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Shook Ellyn	Chief Leadership & HR Officer	Apr 25 '24	Sale	307.22	5,000	1,536,112	13,699	Apr 26 09:06 AM
Unruch Joel	General Counsel/Corp Secretary	Apr 19 '24	Sale	316.12	4,333	1,369,733	30,702	Apr 22 04:25 PM
Ollagnier Jean-Marc	CEO EMEA	Apr 12 '24	Sale	315.91	6,250	1,974,432	161,581	Apr 16 04:11 PM
McClure Kathleen R	Chief Financial Officer	Apr 12 '24	Sale	316.00	4,500	1,422,008	42,781	Apr 16 04:12 PM
Sweet Julie Spellman	Chair and CEO	Apr 12 '24	Sale	315.93	3,801	1,200,855	15,178	Apr 16 04:11 PM
Sharma Manish	CEO-North America	Apr 12 '24	Sale	315.93	1,501	474,213	3,122	Apr 16 04:11 PM
Walsh John F	Chief Operating Officer	Mar 25 '24	Sale	332.13	8,000	2,657,034	17,877	Mar 26 04:09 PM
Sweet Julie Spellman	Chair and CEO	Feb 05 '24	Sale	370.35	7,361	2,726,126	18,713	Feb 06 04:22 PM
McClure Kathleen R	Chief Financial Officer	Feb 05 '24	Sale	370.32	2,070	766,555	47,110	Feb 06 04:24 PM
Sharma Manish	CEO-North America	Feb 05 '24	Sale	370.39	1,486	550,392	4,503	Feb 06 04:24 PM
McClure Kathleen R	Chief Financial Officer	Jan 29 '24	Sale	371.77	851	316,377	50,737	Jan 30 09:22 AM
Shook Ellyn	Chief Leadership & HR Officer	Jan 26 '24	Sale	371.81	5,000	1,859,069	20,316	Jan 29 04:40 PM
Unruch Joel	General Counsel/Corp Secretary	Jan 26 '24	Sale	371.83	4,333	1,611,142	34,795	Jan 29 04:40 PM
Burgum Melissa A	Chief Accounting Officer	Jan 26 '24	Sale	371.80	3,010	1,119,111	9,193	Jan 29 04:41 PM
Ollagnier Jean-Marc	CEO EMEA	Jan 19 '24	Sale	362.77	6,250	2,267,302	167,831	Jan 22 04:15 PM
Sweet Julie Spellman	Chair and CEO	Jan 19 '24	Sale	362.79	5,371	1,948,545	32,847	Jan 22 04:14 PM
Sharma Manish	CEO-North America	Jan 19 '24	Sale	362.83	1,449	525,747	6,921	Jan 22 04:15 PM
Ardila Jaime	Director	Dec 27 '23	Sale	353.18	3,000	1,059,542	11,392	Dec 28 05:14 PM
Price Paula A	Director	Dec 21 '23	Sale	345.36	551	190,291	6,583	Dec 26 04:06 PM
Sweet Julie Spellman	Chair and CEO	Nov 10 '23	Sale	317.59	4,432	1,407,539	22,522	Nov 13 04:11 PM
Sweet Julie Spellman	Chair and CEO	Nov 03 '23	Sale	314.68	9,000	2,832,124	26,830	Nov 06 04:14 PM
Unruch Joel	General Counsel/Corp Secretary	Nov 01 '23	Sale	300.00	1,083	324,900	35,526	Nov 02 04:21 PM
Sweet Julie Spellman	Chair and CEO	Oct 30 '23	Sale	291.41	9,000	2,622,717	35,830	Oct 31 04:10 PM
Sharma Manish	CEO-North America	Oct 30 '23	Sale	291.41	4,478	1,304,939	3,534	Oct 31 04:09 PM
Walsh John F	Chief Operating Officer	Oct 24 '23	Sale	295.60	2,500	738,988	21,885	Oct 25 04:10 PM
Unruch Joel	General Counsel/Corp Secretary	Oct 23 '23	Sale	297.00	3,251	965,561	36,609	Oct 24 04:16 PM
Shook Ellyn	Chief Leadership & HR Officer	Oct 20 '23	Sale	298.48	5,250	1,567,014	20,265	Oct 23 04:17 PM
Ollagnier Jean-Marc	CEO EMEA	Oct 13 '23	Sale	302.04	6,250	1,887,757	161,622	Oct 16 07:20 PM
Framil Leonardo	CEO-Growth Markets	Aug 08 '23	Sale	311.52	3,000	934,548	16,898	Aug 08 04:53 PM
Unruch Joel	General Counsel/Corp Secretary	Jul 27 '23	Sale	320.60	7,000	2,244,229	36,034	Jul 28 04:19 PM
Shook Ellyn	Chief Leadership & HR Officer	Jul 21 '23	Sale	315.00	5,250	1,653,746	21,958	Jul 24 04:06 PM
Ollagnier Jean-Marc	Chief Executive - Europe	Jul 14 '23	Sale	316.19	6,250	1,976,177	167,854	Jul 17 04:29 PM
Sweet Julie Spellman	Chair & CEO	Jul 14 '23	Sale	316.23	2,930	926,561	21,982	Jul 17 04:29 PM
Burgum Melissa A	Chief Accounting Officer	Jun 26 '23	Sale	300.00	1,344	403,200	10,506	Jun 27 09:12 AM

Open in Screener

MNSB

MainStreet Bancshares Inc

May 06 • 04:00PM ET

16.50

Dollar change -0.06
Percentage change -0.36	%

Financial • Banks - Regional • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

MNSB MainStreet Bancshares Inc daily Stock Chart

Held by: VTI IWM VXF IWN BSVO VTWO FDM IWC OMFS GSSC

Index	RUT	P/E	6.35	EPS (ttm)	2.60	Insider Own	9.81%	Shs Outstand	7.53M	Perf Week	8.20%
Market Cap	125.57M	Forward P/E	11.38	EPS next Y	1.45	Insider Trans	0.65%	Shs Float	6.87M	Perf Month	-7.41%
Income	19.58M	PEG	-	EPS next Q	0.29	Inst Own	55.65%	Short Float	2.14%	Perf Quarter	-15.25%
Sales	131.38M	P/S	0.96	EPS this Y	-59.54%	Inst Trans	-2.06%	Short Ratio	5.84	Perf Half Y	-16.71%
Book/sh	25.72	P/B	0.64	EPS next Y	10.27%	ROA	1.05%	Short Interest	0.15M	Perf Year	-17.09%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	10.16%	52W Range	14.97 - 25.97	Perf YTD	-33.49%
Dividend Est.	0.40 (2.42%)	P/FCF	4.03	EPS past 5Y	18.59%	ROI	6.62%	52W High	-36.47%	Beta	0.52
Dividend TTM	0.40 (2.42%)	Quick Ratio	-	Sales past 5Y	23.16%	Gross Margin	-	52W Low	10.22%	ATR (14)	0.57
Dividend Ex-Date	May 02, 2024	Current Ratio	0.14	EPS Y/Y TTM	-28.55%	Oper. Margin	20.44%	RSI (14)	48.02	Volatility	2.94% 3.70%
Employees	186	Debt/Eq	0.33	Sales Y/Y TTM	31.62%	Profit Margin	14.91%	Recom	2.00	Target Price	20.75
Option/Short	No / Yes	LT Debt/Eq	0.33	EPS Q/Q	-64.11%	Payout	12.32%	Rel Volume	0.32	Prev Close	16.56
Sales Surprise	-9.14%	EPS Surprise	-28.71%	Sales Q/Q	12.20%	Earnings	Apr 22 BMO	Avg Volume	25.13K	Price	16.50
SMA20	0.18%	SMA50	-5.23%	SMA200	-20.09%	Trades		Volume	8,030	Change	-0.36%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-25-23	Downgrade	Stephens	Overweight → Equal-Weight	$24

Apr-23-24 08:13AM	MainStreet Bancshares, Inc. (NASDAQ:MNSB) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-22-24 12:52PM	MNSB Stock Earnings: MainStreet Bancshares Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace) -9.46%
09:10AM	MainStreet Bank (MNSB) Q1 Earnings and Revenues Lag Estimates (Zacks)
08:00AM	MainStreet Bancshares Inc. Reports a Profitable First Quarter (PR Newswire)
Feb-22-24 09:00AM	MainStreet Bank Appoints Ali Manouchehri to Board of Directors (PR Newswire)
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Jan-24-24 01:20PM	MainStreet Bancshares Inc. Reports Steady Earnings Amidst Economic Challenges (GuruFocus.com)
Jan-22-24 08:00AM	MainStreet Bancshares Inc. Delivered Consistent 2023 Earnings Despite Market Turmoil (PR Newswire)
Dec-13-23 10:59AM	MainStreet Bank Promotes Tom Floyd to Executive Vice President (PR Newswire) +8.91%
Dec-01-23 08:54AM	MainStreet Bank Listed in ICBA Independent Banker's '2023 Best Community Banks to Work For' (PR Newswire) +5.19%
Oct-23-23 09:55AM	MainStreet Bancshares Inc (MNSB) Reports Solid Q3 2023 Earnings with Net Income of $6.3 Million (GuruFocus.com)
09:15AM	MainStreet Bank (MNSB) Meets Q3 Earnings Estimates (Zacks)
08:00AM	MainStreet Bancshares, Inc., Reports Solid Earnings for 3rd Quarter 2023 (PR Newswire)
Oct-19-23 08:05AM	Atlantic Union (AUB) Q3 Earnings and Revenues Top Estimates (Zacks)
Oct-18-23 08:46AM	MainStreet Bank Inaugurates Its Avenu Software as a Service (SaaS) Technology with Its First Client, SafariPay (PR Newswire)
Jul-29-23 08:10AM	Why You Might Be Interested In MainStreet Bancshares, Inc. (NASDAQ:MNSB) For Its Upcoming Dividend (Simply Wall St.)
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Jul-24-23 09:25AM	MainStreet Bank (MNSB) Q2 Earnings Surpass Estimates (Zacks)
Jun-29-23 08:19AM	While institutions own 38% of MainStreet Bancshares, Inc. (NASDAQ:MNSB), retail investors are its largest shareholders with 45% ownership (Simply Wall St.)
May-25-23 12:41PM	MainStreet Bancshares' (NASDAQ:MNSB) investors will be pleased with their respectable 52% return over the last three years (Simply Wall St.)
May-05-23 06:17AM	MainStreet Bancshares President Acquires 5.2% More Stock \ (Simply Wall St.)
Apr-29-23 08:19AM	Is It Smart To Buy MainStreet Bancshares, Inc. (NASDAQ:MNSB) Before It Goes Ex-Dividend? (Simply Wall St.)
Apr-27-23 09:40AM	Is MainStreet Bank (MNSB) Stock Undervalued Right Now? (Zacks)
Apr-17-23 09:15AM	MainStreet Bank (MNSB) Q1 Earnings and Revenues Surpass Estimates (Zacks)
08:00AM	MainStreet Bancshares, Inc., Reports Record Earnings for 1st Quarter 2023 (PR Newswire)
Apr-14-23 09:35AM	MainStreet Bank (MNSB) Loses -8.37% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
Apr-13-23 10:01AM	Bank OZK (OZK) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-11-23 10:00AM	MainStreet Bank (MNSB) Earnings Expected to Grow: Should You Buy? (Zacks)
Mar-27-23 06:08AM	MainStreet Bancshares Full Year 2022 Earnings: Beats Expectations (Simply Wall St.)
Feb-24-23 08:58AM	Here's Why MainStreet Bancshares (NASDAQ:MNSB) Has Caught The Eye Of Investors (Simply Wall St.)
08:50AM	Recent Price Trend in MainStreet Bank (MNSB) is Your Friend, Here's Why (Zacks)
Feb-22-23 12:45PM	3 Reasons Why Growth Investors Shouldn't Overlook MainStreet Bank (MNSB) (Zacks)
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Feb-15-23 11:35AM	MainStreet Bancshares Names Two Senior Technology Executives (PR Newswire)
09:53AM	Under new CEO, D.C.'s oldest bank maps out growth plan (American City Business Journals)
Feb-08-23 08:50AM	MainStreet Bank (MNSB) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
Feb-07-23 12:00PM	MainStreet Bank (MNSB) Upgraded to Strong Buy: Here's Why (Zacks)
Feb-06-23 12:45PM	Is MainStreet Bank (MNSB) a Solid Growth Stock? 3 Reasons to Think "Yes" (Zacks)
Jan-28-23 07:06AM	Just In: One Analyst Has Become A Lot More Bullish On MainStreet Bancshares, Inc.'s (NASDAQ:MNSB) Earnings (Simply Wall St.)
Jan-26-23 08:33AM	MainStreet Bancshares, Inc. Declares Quarterly Dividend of 10 Cents a Common Share (PR Newswire)
Jan-23-23 09:15AM	MainStreet Bank (MNSB) Q4 Earnings and Revenues Top Estimates (Zacks)
08:00AM	MainStreet Bancshares Achieves Record Results for 2022 (PR Newswire)
Jan-20-23 05:28AM	While institutions own 37% of MainStreet Bancshares, Inc. (NASDAQ:MNSB), individual investors are its largest shareholders with 46% ownership (Simply Wall St.)
Dec-10-22 08:27AM	MainStreet Bancshares (NASDAQ:MNSB) shareholders have earned a 11% CAGR over the last five years (Simply Wall St.)
Nov-22-22 08:42AM	Zacks.com featured highlights include Immunocore Holdings, Old Second Bancorp, EDAP TMS, Barrett Business Services and MainStreet Bancshares (Zacks)
Nov-21-22 07:10AM	5 Stocks With Recent Price Strength to Maximize Your Gains (Zacks)
Nov-17-22 08:50AM	MainStreet Bank (MNSB) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Nov-01-22 09:55AM	MainStreet Bank (MNSB) Now Trades Above Golden Cross: Time to Buy? (Zacks)
08:13AM	MainStreet Bancshares Inc. Increases Dividend to 10 Cents a Common Share (PR Newswire)
Oct-30-22 08:17AM	Why You Might Be Interested In MainStreet Bancshares, Inc. (NASDAQ:MNSB) For Its Upcoming Dividend (Simply Wall St.)
Oct-27-22 08:50AM	MainStreet Bank (MNSB) Is a Great Choice for "Trend" Investors, Here's Why (Zacks)
Oct-17-22 09:15AM	MainStreet Bank (MNSB) Q3 Earnings and Revenues Beat Estimates (Zacks) +8.17%
08:00AM	MainStreet Bancshares, Inc. Reports Strong Earnings (PR Newswire)
Oct-04-22 03:24PM	Fairfax's MainStreet Bank is about to launch a banking-as-a-service solution (American City Business Journals)
Aug-31-22 01:51PM	MainStreet Bank Recognized for Top 10% Performance Among Its Peer Group (PR Newswire)
Aug-19-22 09:40AM	Is MainStreet Bank (MNSB) a Great Value Stock Right Now? (Zacks)
Aug-16-22 12:00PM	MainStreet Bank (MNSB) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Aug-03-22 09:40AM	Should Value Investors Buy MainStreet Bank (MNSB) Stock? (Zacks)
Jul-27-22 06:17AM	What Kind Of Shareholders Hold The Majority In MainStreet Bancshares, Inc.'s (NASDAQ:MNSB) Shares? (Simply Wall St.)
Jul-25-22 09:25AM	MainStreet Bank (MNSB) Q2 Earnings and Revenues Top Estimates (Zacks)
08:00AM	MainStreet Bancshares, Inc. Reports Strong Net Income as Interest Rates Rise (PR Newswire)
Jun-14-22 09:29AM	MainStreet Bank Named to American Banker's Top 200 Community Banks in the U.S. (PR Newswire)
Jun-08-22 09:40AM	Are Investors Undervaluing MainStreet Bank (MNSB) Right Now? (Zacks)
Jun-01-22 10:15AM	Investors in MainStreet Bancshares (NASDAQ:MNSB) have made a decent return of 60% over the past five years (Simply Wall St.)
May-26-22 09:56AM	MainStreet Bank Promotes Tom Floyd to Chief Lending Officer (PR Newswire)
May-23-22 09:40AM	Is MainStreet Bank (MNSB) Stock Undervalued Right Now? (Zacks)
May-19-22 05:53PM	MainStreet Bancshares CEO takes on additional role (American City Business Journals)
May-17-22 09:40AM	Is CNB Financial (CCNE) a Great Value Stock Right Now? (Zacks)
Apr-21-22 12:00PM	MainStreet Bank (MNSB) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Apr-19-22 09:35AM	MainStreet Bank (MNSB) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
08:00AM	MainStreet Bancshares, Inc. Reports Robust Loan and Net Income Growth (PR Newswire)
Apr-11-22 09:21AM	MainStreet Bank Named Outstanding Large Business by Dulles Regional Chamber of Commerce (PR Newswire)
Mar-23-22 09:40AM	Is MainStreet Bank (MNSB) a Great Value Stock Right Now? (Zacks)
Mar-18-22 02:33PM	Top executive to depart from bank's N. Va. holding company (American City Business Journals)
Mar-03-22 09:01AM	MainStreet Bancshares, Inc. Receives Investment Grade Rating from Egan-Jones (PR Newswire)
Feb-14-22 01:22PM	Is MainStreet Bancshares, Inc.'s (NASDAQ:MNSB) Shareholder Ownership Skewed Towards Insiders? (Simply Wall St.)
Feb-11-22 03:22PM	MainStreet Bank launches share buyback after record earnings (American City Business Journals)
Feb-09-22 08:00AM	MainStreet Bancshares, Inc. Repurchased Stock (PR Newswire)
Feb-07-22 05:38PM	JCSD Capital, LLC Buys Coastal Financial Corp, MVB Financial Corp, MainStreet Bancshares Inc, ... (GuruFocus.com)
Jan-25-22 08:00AM	MainStreet Bancshares, Inc. Reports First Cash Dividend (PR Newswire)
Jan-24-22 09:40AM	Are Investors Undervaluing MainStreet Bank (MNSB) Right Now? (Zacks)
Jan-21-22 10:02AM	Netflix, Peloton Bring Pandemic-Stock Era to Shuddering Halt (Bloomberg)
Jan-20-22 06:49PM	/C O R R E C T I O N -- MainStreet Bancshares, Inc./ (PR Newswire)
09:25AM	MainStreet Bank (MNSB) Matches Q4 Earnings Estimates (Zacks)
Jan-13-22 03:00PM	Earnings Preview: MainStreet Bank (MNSB) Q4 Earnings Expected to Decline (Zacks)
Jan-06-22 12:00PM	MainStreet Bank (MNSB) Upgraded to Buy: Here's Why (Zacks)
09:40AM	Are These Finance Stocks a Great Value Stocks Right Now? (Zacks)
Dec-14-21 08:01AM	MainStreet Bancshares (NASDAQ:MNSB) shareholders have earned a 12% CAGR over the last five years (Simply Wall St.)
Dec-10-21 11:27AM	TERRY SAEGER RECOGNIZED AS NACD DIRECTORSHIP CERTIFIED (PR Newswire)
Dec-04-21 09:10AM	Miranda Cosgrove talks 'rewarding' reboot of 'iCarly', hits Forbes 30 under 30 (Yahoo Finance)
Nov-02-21 08:50AM	Here's Why "Trend" Investors Would Love Betting on MainStreet Bank (MNSB) (Zacks)
Oct-26-21 06:51AM	4 Stocks With High Net Income Ratio to Scoop Up (Zacks)
Oct-25-21 08:00AM	MainStreet Bank Unveils Avenu Platform to Serve Fintech Partners (PR Newswire)
Oct-20-21 09:01AM	MainStreet Bank Selects Alkami to Power Its Digital Banking Transformation (PR Newswire)
Oct-19-21 09:15AM	MainStreet Bank (MNSB) Tops Q3 Earnings and Revenue Estimates (Zacks)
08:00AM	MainStreet Bancshares, Inc. Reports Record Strong and Steady Third Quarter 2021 Earnings (PR Newswire)
Oct-15-21 09:48AM	Here's Why We Think MainStreet Bancshares (NASDAQ:MNSB) Is Well Worth Watching (Simply Wall St.)
Oct-12-21 03:00PM	Earnings Preview: MainStreet Bank (MNSB) Q3 Earnings Expected to Decline (Zacks)
Sep-29-21 08:50AM	MainStreet Bank (MNSB) Is a Great Choice for "Trend" Investors, Here's Why (Zacks)
Sep-28-21 03:37PM	MainStreet Bank Promotes Youngren to President of Banking as a Service Division (PR Newswire)
04:22AM	MainStreet Bancshares (MNSB) Soars 5.4%: Is Further Upside Left in the Stock? (Zacks)
Aug-16-21 11:29AM	Is MainStreet Bancshares, Inc.'s (NASDAQ:MNSB) Shareholder Ownership Skewed Towards Insiders? (Simply Wall St.)
Jul-23-21 08:50AM	Here's What Could Help MainStreet Bank (MNSB) Maintain Its Recent Price Strength (Zacks)

MainStreet Bancshares, Inc. is a holding company, which engages in the provision of banking solutions through MainStreet Bank. It offers products and services such as checking, deposits, loans, credit cards, mortgages, and savings. The company was founded on March 28, 2003 and is headquartered in Fairfax, VA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
ECHLOV RUSSELL	Director	May 02 '24	Buy	16.02	200	3,204	4,003	May 02 04:14 PM
DICK JEFF W	Chairman, President and CEO	Apr 29 '24	Buy	16.12	1,056	17,018	191,133	Apr 29 11:28 AM
ECHLOV RUSSELL	Director	Apr 26 '24	Buy	15.62	200	3,124	3,803	Apr 26 08:44 AM
Brockett Charles C.	Director	Apr 24 '24	Buy	16.40	710	11,644	92,318	Apr 25 07:35 AM
Brockett Charles C.	Director	Apr 24 '24	Buy	16.40	450	7,380	852	Apr 25 07:35 AM
Vari Richard Alexander	Chief Accounting Officer	Apr 24 '24	Buy	16.05	310	4,976	15,739	Apr 24 11:07 AM
Brockett Charles C.	Director	Mar 01 '24	Buy	18.36	19	349	402	Mar 01 03:55 PM
DICK JEFF W	Chairman, President and CEO	Feb 29 '24	Buy	18.00	675	12,150	190,077	Mar 01 09:36 AM
Brockett Charles C.	Director	Feb 21 '24	Buy	18.36	625	11,477	49,651	Feb 22 03:53 PM
DICK JEFF W	Chairman, President and CEO	Nov 27 '23	Buy	21.88	556	12,165	169,017	Nov 27 12:27 PM
ECHLOV RUSSELL	Director	Aug 23 '23	Buy	22.30	200	4,459	3,603	Aug 24 09:03 PM
ECHLOV RUSSELL	Director	Aug 17 '23	Buy	22.56	250	5,639	3,403	Aug 18 11:36 AM
ECHLOV RUSSELL	Director	Aug 16 '23	Buy	22.85	100	2,285	3,153	Aug 17 10:26 AM
DICK JEFF W	Chairman, President and CEO	Aug 15 '23	Buy	23.70	551	13,059	168,461	Aug 15 02:35 PM
ECHLOV RUSSELL	Director	Aug 15 '23	Buy	23.51	200	4,702	2,753	Aug 16 03:39 PM
ECHLOV RUSSELL	Director	Aug 11 '23	Buy	24.06	7	168	2,553	Aug 14 01:44 PM
ECHLOV RUSSELL	Director	Aug 08 '23	Buy	24.05	200	4,810	2,953	Aug 16 03:39 PM
ECHLOV RUSSELL	Director	Aug 04 '23	Buy	24.02	100	2,402	3,053	Aug 16 03:39 PM
ECHLOV RUSSELL	Director	Aug 03 '23	Buy	23.92	100	2,392	2,546	Aug 04 02:14 PM
ECHLOV RUSSELL	Director	Jul 31 '23	Buy	23.88	400	9,550	2,446	Aug 01 01:31 PM
ECHLOV RUSSELL	Director	Jul 26 '23	Buy	24.48	600	14,685	2,046	Jul 27 10:21 AM
CHMELIK THOMAS J	Chief Financial Officer	May 23 '23	Buy	21.01	394	8,277	50,397	May 30 10:09 AM
DICK JEFF W	Chairman, President and CEO	May 16 '23	Buy	20.66	581	12,005	167,910	May 16 04:17 PM
CHMELIK THOMAS J	Chief Financial Officer	May 12 '23	Buy	20.63	241	4,972	46,085	May 16 09:34 AM
Vari Richard Alexander	Chief Accounting Officer	May 09 '23	Buy	20.06	158	3,169	13,692	May 09 10:49 AM

Open in Screener

ABEO

Abeona Therapeutics Inc

May 06 • 04:00PM ET

4.78

Dollar change +0.18
Percentage change 3.91	%

Healthcare • Biotechnology • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

ABEO Abeona Therapeutics Inc daily Stock Chart

Held by: VTI VXF ITOT IWC SURI DFAS IBRN AVSC

Index	-	P/E	-	EPS (ttm)	-2.59	Insider Own	5.40%	Shs Outstand	26.52M	Perf Week	38.95%
Market Cap	130.78M	Forward P/E	-	EPS next Y	-1.90	Insider Trans	3.12%	Shs Float	25.88M	Perf Month	-35.75%
Income	-54.19M	PEG	-	EPS next Q	-0.51	Inst Own	52.21%	Short Float	7.97%	Perf Quarter	11.42%
Sales	3.50M	P/S	37.37	EPS this Y	15.55%	Inst Trans	22.75%	Short Ratio	3.29	Perf Half Y	20.71%
Book/sh	0.56	P/B	8.55	EPS next Y	11.23%	ROA	-84.53%	Short Interest	2.06M	Perf Year	46.63%
Cash/sh	1.92	P/C	2.49	EPS next 5Y	-	ROE	-260.60%	52W Range	2.83 - 9.01	Perf YTD	-4.59%
Dividend Est.	-	P/FCF	-	EPS past 5Y	38.92%	ROI	-281.82%	52W High	-46.95%	Beta	1.52
Dividend TTM	-	Quick Ratio	4.15	Sales past 5Y	-15.07%	Gross Margin	8.63%	52W Low	68.90%	ATR (14)	0.67
Dividend Ex-Date	-	Current Ratio	4.15	EPS Y/Y TTM	60.51%	Oper. Margin	-1377.14%	RSI (14)	41.53	Volatility	16.18% 10.26%
Employees	84	Debt/Eq	0.36	Sales Y/Y TTM	147.52%	Profit Margin	-1548.23%	Recom	1.00	Target Price	19.50
Option/Short	Yes / Yes	LT Debt/Eq	0.30	EPS Q/Q	-920.75%	Payout	-	Rel Volume	3.89	Prev Close	4.60
Sales Surprise	-	EPS Surprise	-25.53%	Sales Q/Q	-100.00%	Earnings	Mar 18 BMO	Avg Volume	626.24K	Price	4.78
SMA20	-18.04%	SMA50	-31.17%	SMA200	-5.22%	Trades		Volume	2,436,998	Change	3.91%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-11-20	Upgrade	Cantor Fitzgerald	Neutral → Overweight	$4
Sep-18-20	Initiated	B. Riley FBR	Buy	$5
Feb-10-20	Initiated	SVB Leerink	Outperform	$6
Dec-10-19	Resumed	Cantor Fitzgerald	Neutral	$2 → $4
Aug-15-19	Downgrade	Maxim Group	Buy → Hold
Aug-12-19	Downgrade	Cantor Fitzgerald	Overweight → Neutral	$29 → $2
Jul-26-19	Downgrade	Mizuho	Buy → Neutral	$17 → $4
Jun-27-19	Initiated	Mizuho	Buy
Oct-12-18	Initiated	Mizuho	Buy	$17
Jun-05-18	Initiated	Seaport Global Securities	Buy	$29
Nov-08-17	Initiated	SunTrust	Buy	$26
Oct-16-17	Reiterated	H.C. Wainwright	Buy	$20 → $30
Oct-11-17	Reiterated	Cantor Fitzgerald	Overweight	$21 → $34
Oct-10-17	Initiated	Citigroup	Buy	$32
Oct-05-17	Reiterated	Maxim Group	Buy	$17 → $35
Sep-15-17	Initiated	RBC Capital Mkts	Outperform	$23
Jul-18-17	Reiterated	Maxim Group	Buy	$14 → $17
Jun-22-17	Resumed	Jefferies	Buy	$22
Jan-06-17	Initiated	Jefferies	Buy
Sep-29-16	Reiterated	Maxim Group	Buy	$8 → $14

Show Previous Ratings

May-03-24 11:19AM	Abeona Therapeutics Prices $75 Million Securities Offering; Shares Rise (MT Newswires) +13.02%
07:30AM	Abeona Therapeutics Announces Pricing of $75 Million Underwritten Offering of Common Stock and Pre-Funded Warrants (GlobeNewswire)
Apr-23-24 02:04PM	Top Midday Decliners (MT Newswires) -53.67%
08:53AM	Why Is Abeona Therapeutics (ABEO) Stock Down 45% Today? (InvestorPlace)
07:39AM	Top Premarket Decliners (MT Newswires)
07:09AM	Loading…
07:09AM	FDA rejects Abeona cell therapy, asks for more manufacturing data (BioPharma Dive)
Apr-22-24 05:58PM	Abeona Therapeutics Shares Slump After Plans to Reapply for Pz-cel Drug Approval (MT Newswires)
04:27PM	UPDATE 1-US FDA declines to approve Abeona's skin disorder treatment (Reuters)
04:14PM	US FDA declines to approve Abeona's skin disorder treatment (Reuters)
04:05PM	Abeona Therapeutics Provides Regulatory Update on Pz-cel (GlobeNewswire)
Apr-01-24 08:30AM	Abeona Therapeutics Announces New Employee Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +6.48%
Mar-19-24 06:53AM	ABEO Stock Earnings: Abeona Therapeutics Misses EPS for Q4 2023 (InvestorPlace) +8.30%
05:31AM	Abeona Therapeutics Inc (ABEO) Reports Full Year 2023 Financial Results (GuruFocus.com)
Mar-18-24 07:30AM	Abeona Therapeutics Reports Full Year 2023 Financial Results and Announces Completion of FDA Inspections (GlobeNewswire) -19.00%
Mar-05-24 07:30AM	Abeona Therapeutics Announces New Employee Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +8.32%
05:52AM	Loading…
Feb-15-24 05:52AM	Steven Cohen's Firm Increases Stake in Abeona Therapeutics Inc (GuruFocus.com) +5.53%
Feb-01-24 04:05PM	Abeona Therapeutics Announces New Employee Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +5.65%
07:30AM	Abeona Therapeutics Announces Progress Update on Pz-cel Biologics License Application (BLA) (GlobeNewswire)
Jan-08-24 07:30AM	Abeona Therapeutics Announces $50 Million Credit Facility (GlobeNewswire)
Dec-15-23 07:30AM	Abeona Therapeutics Announces New Employee Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Nov-27-23 07:30AM	Abeona Therapeutics Announces FDA Accepts and Grants Priority Review for Pz-cel Biologics License Application (BLA) (GlobeNewswire) +11.60%
Nov-17-23 10:09AM	Abeona Therapeutics Inc. (NASDAQ:ABEO) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-14-23 04:29AM	Q3 2023 Abeona Therapeutics Inc Earnings Call (Thomson Reuters StreetEvents) -5.56%
Nov-13-23 12:23PM	Abeona Therapeutics Inc (ABEO) Reports Q3 2023 Financial Results and Advances in Commercial ... (GuruFocus.com) +10.02%
07:41AM	Abeona Therapeutics: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	Abeona Therapeutics Reports Third Quarter 2023 Financial Results and Corporate Developments (GlobeNewswire)
Nov-01-23 07:30AM	Abeona Therapeutics Announces New Employee Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Sep-26-23 07:30AM	Abeona Therapeutics Submits Biologics License Application to U.S. FDA Seeking Priority Review and Approval of EB-101 for the Treatment of Patients with Recessive Dystrophic Epidermolysis Bullosa (GlobeNewswire) +9.84%
Sep-12-23 12:48PM	3 Biotech Blockbusters to Turn $5,000 Into $50,000 (InvestorPlace)
07:30AM	Abeona Therapeutics Appoints Madhav Vasanthavada, Ph.D., M.B.A. as Chief Commercial Officer (GlobeNewswire)
07:30AM	Loading…
Sep-07-23 07:30AM	Abeona Therapeutics Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
Aug-30-23 07:30AM	Abeona Therapeutics Announces Positive Pre-BLA Meeting with FDA for EB-101 and Plans for BLA Submission (GlobeNewswire) +5.60%
Aug-11-23 07:41AM	ABEO: On Track to File BLA in 3Q23... (Zacks)
Aug-08-23 08:27AM	Abeona Therapeutics: Q2 Earnings Snapshot (AP Finance)
07:30AM	Abeona Therapeutics Reports Second Quarter 2023 Financial Results (GlobeNewswire)
Jul-28-23 07:30AM	Abeona Therapeutics Announces Submission of Briefing Package for Pre-Biologics License Application (BLA) Meeting with FDA in August 2023 (GlobeNewswire) +5.37%
Jul-19-23 08:30AM	Abeona Therapeutics Joins Rare Disease Company Coalition (GlobeNewswire)
Jul-07-23 08:30AM	Abeona Therapeutics Announces Closing of $25 Million Registered Direct Offering Priced At-the-Market Under Nasdaq Rules (GlobeNewswire)
Jul-03-23 08:45AM	Abeona Therapeutics Announces $25 Million Registered Direct Offering Priced At-the-Market Under Nasdaq Rules (GlobeNewswire) +6.95%
Jun-09-23 07:30AM	Abeona Therapeutics Announces Regulatory Update on Biologics License Application (BLA) for EB-101 (GlobeNewswire)
Jun-01-23 07:30AM	Abeona Therapeutics to Present at the Jefferies Healthcare Conference (GlobeNewswire)
May-30-23 08:00AM	ABEO: Additional Phase 3 VIITAL Data Presented at ISID Meeting (Zacks Small Cap Research)
May-25-23 12:27AM	Q1 2023 Abeona Therapeutics Inc Earnings Call and Portfolio Update Conference Call (Thomson Reuters StreetEvents)
May-22-23 07:30AM	Abeona Therapeutics Announces Date Change for First Quarter 2023 Portfolio Update Conference Call to May 24, 2023 (GlobeNewswire)
May-16-23 09:00AM	Abeona Therapeutics Announces New Preclinical Data from its AAV Ophthalmology Program at the 26th Annual Meeting of the American Society of Gene & Cell Therapy (ASGCT) (GlobeNewswire)
May-13-23 08:15AM	Abeona Therapeutics First Quarter 2023 Earnings: US$0.54 loss per share (vs US$3.59 loss in 1Q 2022) (Simply Wall St.)
May-11-23 07:54AM	Abeona Therapeutics: Q1 Earnings Snapshot (AP Finance) -7.19%
07:30AM	Abeona Therapeutics Reports First Quarter 2023 Financial Results (GlobeNewswire)
07:00AM	Abeona Therapeutics Announces Additional Phase 3 VIITAL Study Results for EB-101 Presented at the International Societies for Investigative Dermatology 2023 Meeting (GlobeNewswire)
Apr-18-23 07:15AM	ABEO: Initiating Coverage of Abeona Therapeutics Inc.; Using Gene Therapy to Treat Orphan Diseases (Zacks Small Cap Research)
Apr-10-23 07:30AM	Abeona Therapeutics Announces Multiple Abstracts Accepted from its AAV Ophthalmology Program at the 26th Annual Meeting of the American Society of Gene & Cell Therapy (ASGCT) (GlobeNewswire)
Mar-31-23 06:22AM	Companies Like Abeona Therapeutics (NASDAQ:ABEO) Could Be Quite Risky (Simply Wall St.)
Mar-29-23 07:30AM	Abeona Therapeutics Reports Full Year 2022 Financial Results and Provides Corporate Update (GlobeNewswire)
Mar-24-23 07:30AM	Abeona Therapeutics Announces New Employee Inducement Grants (GlobeNewswire) +11.52%
Mar-16-23 07:30AM	Abeona Therapeutics Announces Acceptance of Abstract on EB-101 Phase 3 VIITAL Study Results for Oral Presentation at International Societies for Investigative Dermatology (ISID) 2023 Meeting (GlobeNewswire)
Mar-14-23 07:30AM	Abeona Therapeutics Announces Update on AAV Ophthalmology Program (GlobeNewswire)
Nov-14-22 07:30AM	Abeona Therapeutics Reports Third Quarter 2022 Financial Results (GlobeNewswire) -5.47%
Nov-08-22 02:28PM	Cantor Bullish On Abeona Saying Recent Trial Data 'Best Case Scenario' (Benzinga)
Nov-03-22 12:44PM	Abeona Therapeutics Touts Positive Data From Pivotal EB-101 Study In Blistering Skin Disorder (Benzinga) -13.23%
07:31AM	Abeona Therapeutics Announces $35 Million Private Placement Financing (GlobeNewswire)
07:30AM	Abeona Therapeutics Announces Positive Topline Results with Both Co-Primary Endpoints Met in Pivotal Phase 3 VIITAL Study of EB-101 (GlobeNewswire)
Oct-19-22 07:30AM	Abeona Therapeutics Announces Database Lock for Pivotal Phase 3 VIITAL Study of EB-101 in Patients with Recessive Dystrophic Epidermolysis Bullosa (RDEB) (GlobeNewswire) -8.09%
Oct-04-22 07:30AM	Abeona Therapeutics Announces Completion of Patient Follow-up in Pivotal Phase 3 VIITAL Study of EB-101 in Patients with Recessive Dystrophic Epidermolysis Bullosa (RDEB) (GlobeNewswire)
Sep-22-22 07:30AM	Abeona Therapeutics to Participate in the Jefferies Cell and Genetic Medicine Summit (GlobeNewswire) -9.22%
Sep-13-22 07:30AM	Abeona Therapeutics to Participate in the Cantor Fitzgerald Cell and Genetic Medicines Conference (GlobeNewswire)
Sep-08-22 08:48AM	10 Best Penny Stocks to Buy in September (Insider Monkey)
Aug-11-22 07:30AM	Abeona Therapeutics Reports Second Quarter 2022 Financial Results (GlobeNewswire) +12.02%
Jul-20-22 07:30AM	Abeona Therapeutics Regains Compliance with Nasdaq Listing Requirements (GlobeNewswire)
Jun-24-22 10:08AM	F-star (FSTX) Stock Rises on Buyout Offer From Sino Biopharm (Zacks) -8.94%
Jun-13-22 01:27PM	FDA Committee Endorses bluebird's (BLUE) Thalassemia Therapy (Zacks) -6.18%
Jun-10-22 03:30PM	FDA Committee Recommends bluebird's (BLUE) CALD Therapy (Zacks)
Jun-08-22 01:21PM	bluebird (BLUE) Up as FDA Nod Likely for Thalassemia Therapy (Zacks) +8.49%
Jun-06-22 02:04PM	AstraZeneca (AZN) Breast Cancer Drug Cuts Risk of Death to Half (Zacks)
07:30AM	Abeona Therapeutics to Present at the Jefferies Healthcare Conference (GlobeNewswire)
Jun-01-22 02:25PM	BioMarin (BMRN) Delays FDA Re-Submission for Hemophilia Drug (Zacks) -7.84%
May-31-22 02:27PM	Amicus' (FOLD) Galafold Aids Growth, Overdependence a Woe (Zacks)
May-25-22 02:29PM	Aerie (AERI) Starts Late-Stage Study to Treat Dry Eye Disease (Zacks)
May-23-22 03:32PM	Athersys (ATHX) Down as Ischemic Stroke Study Fails to Meet Goal (Zacks)
May-19-22 03:02PM	Enanta's (ENTA) RSV Drug Fails to Meet Study Goal, Stock Drops (Zacks)
07:30AM	Abeona Therapeutics Granted Second 180-Day Period by Nasdaq to Regain Compliance with Minimum Bid Price Rule (GlobeNewswire)
May-18-22 03:12PM	AVROBIO (AVRO) Stock Up on Upbeat Data From Cystinosis Study (Zacks) -7.03%
11:47AM	Ultragenyx (RARE) Acquires Rights of AAV Gene Therapy Candidate (Zacks)
May-17-22 09:27AM	AbbVie (ABBV) Buys Option Rights to NextGen Inflammation Drug (Zacks)
08:00AM	Ultragenyx Acquires Global Rights to AAV Gene Therapy ABO-102 for Sanfilippo Syndrome Type A (MPS IIIA) from Abeona Therapeutics (GlobeNewswire)
May-13-22 07:30AM	Abeona Therapeutics Reports First Quarter 2022 Financial Results (GlobeNewswire)
May-12-22 02:47PM	AbbVie's (ABBV) Rinvoq Meets Crohn's Disease Study Goals (Zacks) +15.09%
May-11-22 02:28PM	Epizyme (EPZM) Q1 Earnings Miss, Revenues Lag Estimates (Zacks) -14.69%
May-10-22 02:36PM	Amicus (FOLD) Q1 Earnings Miss, Galafold Sales Top Estimates (Zacks)
11:37AM	Bausch (BHC) Q1 Earnings and Revenues Miss, Stock Down (Zacks)
May-06-22 03:48PM	Aerie (AERI) Q1 Loss Wider Than Expected, Revenues Rise Y/Y (Zacks) -9.37%
03:38PM	ChemoCentryx (CCXI) Q1 Earnings and Sales Miss Estimates (Zacks)
May-04-22 07:30AM	Abeona Therapeutics Announces AAV204, a Novel AAV Capsid, Demonstrated Robust Macular Transduction Following Para-Retinal Administration in Non-Human Primates (GlobeNewswire)
May-03-22 07:00AM	Dianthus, a new $100M startup, aims to make autoimmune treatments easier (American City Business Journals)
Apr-29-22 09:00AM	Abeona Therapeutics Announces Presentation at the Association for Research in Vision and Ophthalmology (ARVO) Annual Meeting (GlobeNewswire) -7.07%
07:30AM	Abeona Therapeutics Announces Pricing of $25 Million Private Placement of Convertible Redeemable Preferred Stock (GlobeNewswire)
Apr-19-22 10:51AM	Can Abeona Therapeutics (NASDAQ:ABEO) Afford To Invest In Growth? (Simply Wall St.)
Mar-31-22 07:30AM	Abeona Therapeutics Announces Strategy Update and 2021 Financial Results (GlobeNewswire)
Mar-28-22 11:20AM	Abeona Therapeutics to Participate in the Cantor Fitzgerald Virtual Rare Orphan Disease Summit (GlobeNewswire)
Mar-14-22 07:30AM	Abeona Therapeutics Achieves Target Enrollment in Pivotal Phase 3 VIITAL Study of EB-101 in RDEB (GlobeNewswire)
Jan-25-22 10:00AM	Here's Why Abeona Therapeutics (ABEO) Looks Ripe for Bottom Fishing (Zacks) +7.57%

Abeona Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in the development of gene therapy for severe and life-threatening rare diseases. It programs include EB-101 (gene-corrected skin grafts) for recessive dystrophic epidermolysis bullosa (RDEB), ABO-102 (AAV-SGSH), an adeno-associated virus (AAV) based gene therapy for Sanfilippo syndrome type A (MPS IIIA), and ABO-101 (AAV NAGLU), an AAV based gene therapy for Sanfilippo syndrome type B (MPS IIIB). The company was founded in 1974 and is headquartered in Cleveland, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Charles Faith L.	Director	Apr 26 '24	Buy	3.28	7,550	24,764	78,323	Apr 29 08:30 AM
Seshadri Vishwas	Chief Executive Officer	Apr 25 '24	Buy	3.20	10,000	32,000	538,260	Apr 29 08:30 AM
O'Malley Brendan M.	SVP, General Counsel	Apr 25 '24	Buy	3.24	8,600	27,864	188,718	Apr 26 08:30 AM
Vazzano Joseph Walter	Chief Financial Officer	Apr 25 '24	Buy	3.14	5,608	17,609	233,868	Apr 26 08:30 AM
Seshadri Vishwas	Chief Executive Officer	Feb 06 '24	Buy	4.39	20,000	87,800	528,260	Feb 07 08:30 AM
Alvino Mark	Director	Jan 17 '24	Sale	5.11	7,084	36,199	62,816	Jan 22 04:30 PM
Seshadri Vishwas	Chief Executive Officer	Sep 27 '23	Buy	4.07	20,000	81,400	521,731	Sep 29 07:30 AM
Charles Faith L.	Director	Sep 27 '23	Sale	4.91	8,330	40,924	70,773	Sep 29 04:30 PM
Alland Leila	Director	Sep 27 '23	Sale	3.90	7,246	28,270	71,857	Sep 29 04:30 PM
Alvino Mark	Director	Sep 27 '23	Sale	3.91	6,316	24,724	69,900	Sep 29 04:30 PM
Silverstein Christine Berni	Director	Sep 27 '23	Sale	3.91	6,330	24,721	87,884	Sep 29 04:30 PM
Amoroso Michael	Director	Sep 27 '23	Sale	3.91	5,508	21,542	108,957	Sep 29 04:30 PM
Amoroso Michael	Director	Sep 20 '23	Sale	3.90	327	1,275	114,465	Sep 22 04:05 PM
Vazzano Joseph Walter	Chief Financial Officer	Sep 19 '23	Buy	3.82	3,000	11,458	238,179	Sep 20 09:00 AM
O'Malley Brendan M.	SVP, General Counsel	Sep 18 '23	Buy	3.80	3,000	11,400	187,421	Sep 19 09:00 AM
Amoroso Michael	Director	Jun 20 '23	Sale	4.45	338	1,504	114,792	Jun 21 04:05 PM

Open in Screener

BANC

Banc of California Inc

May 06 • 04:00PM ET

14.79

Dollar change +0.16
Percentage change 1.09	%

Financial • Banks - Regional • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

BANC Banc of California Inc daily Stock Chart

Held by: IJR VTI IWM VXF IJS IWN DFAT SCHA VIOO VTWO

Index	RUT	P/E	-	EPS (ttm)	-3.34	Insider Own	8.71%	Shs Outstand	156.79M	Perf Week	5.12%
Market Cap	2.49B	Forward P/E	7.46	EPS next Y	1.98	Insider Trans	-0.95%	Shs Float	153.46M	Perf Month	1.09%
Income	-404.26M	PEG	-	EPS next Q	0.24	Inst Own	71.86%	Short Float	6.85%	Perf Quarter	10.87%
Sales	832.17M	P/S	2.99	EPS this Y	105.25%	Inst Trans	-0.74%	Short Ratio	4.52	Perf Half Y	22.64%
Book/sh	17.18	P/B	0.86	EPS next Y	66.10%	ROA	-1.67%	Short Interest	10.51M	Perf Year	47.75%
Cash/sh	-	P/C	-	EPS next 5Y	10.00%	ROE	-17.63%	52W Range	9.72 - 16.08	Perf YTD	10.13%
Dividend Est.	0.40 (2.70%)	P/FCF	19.53	EPS past 5Y	-	ROI	-6.24%	52W High	-8.02%	Beta	1.17
Dividend TTM	0.40 (2.70%)	Quick Ratio	-	Sales past 5Y	77.31%	Gross Margin	-	52W Low	52.16%	ATR (14)	0.43
Dividend Ex-Date	Mar 14, 2024	Current Ratio	0.24	EPS Y/Y TTM	-315.84%	Oper. Margin	-48.43%	RSI (14)	59.25	Volatility	2.27% 2.76%
Employees	2304	Debt/Eq	0.90	Sales Y/Y TTM	100.70%	Profit Margin	-48.58%	Recom	2.20	Target Price	17.22
Option/Short	Yes / Yes	LT Debt/Eq	0.90	EPS Q/Q	-51.30%	Payout	-	Rel Volume	0.66	Prev Close	14.63
Sales Surprise	-5.40%	EPS Surprise	20.40%	Sales Q/Q	355.03%	Earnings	Apr 23 BMO	Avg Volume	2.33M	Price	14.79
SMA20	4.57%	SMA50	2.44%	SMA200	12.09%	Trades		Volume	1,538,070	Change	1.09%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-22-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$16 → $18
Mar-08-24	Initiated	Barclays	Equal Weight	$16
Dec-04-23	Initiated	Truist	Hold	$14
Oct-04-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$21 → $13.50
Jul-31-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$16
Apr-06-22	Downgrade	Raymond James	Outperform → Mkt Perform
Jul-23-21	Upgrade	Raymond James	Mkt Perform → Outperform	$20
Jul-08-21	Initiated	Stephens	Equal-Weight	$19
Mar-24-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$24
Feb-11-21	Upgrade	Janney	Neutral → Buy	$22
Sep-03-20	Upgrade	DA Davidson	Neutral → Buy	$12.50 → $13.50
Apr-13-20	Upgrade	B. Riley FBR	Sell → Neutral	$6 → $11
Jan-24-20	Downgrade	B. Riley FBR	Neutral → Sell	$15
Sep-16-19	Downgrade	Raymond James	Outperform → Mkt Perform
Sep-11-19	Downgrade	Sandler O'Neill	Buy → Hold
Mar-06-19	Downgrade	DA Davidson	Buy → Neutral	$17
Apr-30-18	Upgrade	FIG Partners	Underperform → Market Perform
Apr-06-18	Downgrade	BofA/Merrill	Neutral → Underperform
Feb-01-18	Downgrade	B. Riley FBR, Inc.	Buy → Neutral	$20
Jan-26-18	Downgrade	FIG Partners	Market Perform → Underperform

Show Previous Ratings

Apr-23-24 10:53AM	BANC Stock Earnings: Banc of California Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
09:30AM	Compared to Estimates, Banc of California (BANC) Q1 Earnings: A Look at Key Metrics (Zacks)
06:00AM	Banc of California, Inc. Reports First Quarter 2024 Financial Results with Improved Profitability and Strengthened Balance Sheet (Business Wire)
Apr-16-24 10:00AM	Analysts Estimate Banc of California (BANC) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-09-24 09:00AM	Banc of California Announces New Community Banking Leaders (Business Wire)
06:00AM	Loading…
Apr-05-24 06:00AM	Banc of California Announces Schedule of First Quarter 2024 Earnings Release and Conference Call (Business Wire)
Mar-24-24 11:04AM	13 Best Dividend-Paying Stocks Under $15 (Insider Monkey)
Mar-10-24 05:30AM	Life at Regional and Small Banks, One Year After SVB Failed (The Wall Street Journal)
Mar-07-24 12:00PM	Banc of California Names Greg Smith to Lead Digital Strategy (Business Wire)
Mar-06-24 11:30AM	Banc of California Named by Newsweek as One of Americas Greatest Workplaces for Women 2024 (Business Wire)
Mar-01-24 03:04PM	What You Need To Know About New York Community Bank's Troubles (Investopedia)
Feb-22-24 11:30AM	Banc of California Names Venture Banking Leader Michael David to New Role as Head of Technology Banking-West (Business Wire)
Feb-08-24 04:05PM	Banc of California, Inc. Announces Quarterly Dividends (Business Wire)
Jan-27-24 11:34AM	Banc of California, Inc. (NYSE:BANC) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-25-24 09:30AM	Banc of California (BANC) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks) +7.88%
07:30AM	Loading…
07:30AM	Banc of California (BANC) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
06:00AM	Banc of California, Inc. Reports Fourth Quarter 2023 Financial Results Following Completion of Transformational Merger with PacWest Bancorp (Business Wire)
Jan-23-24 07:06AM	Insights Into Banc of California (BANC) Q4: Wall Street Projections for Key Metrics (Zacks)
Jan-18-24 10:00AM	Earnings Preview: Banc of California (BANC) Q4 Earnings Expected to Decline (Zacks)
Jan-05-24 06:00AM	Banc of California Announces Schedule of Fourth Quarter 2023 Earnings Release and Conference Call (Business Wire)
Dec-21-23 01:49PM	Small-Cap Stocks Are Taking Off. Forget Big Tech. (Barrons.com)
Dec-08-23 12:00PM	Hedge Fund and Insider Trading News: Citadel, Renaissance Technologies, Eisler Capital, Luxor Capital, Banc of California Inc (BANC), Airbnb, Inc. (ABNB), and More (Insider Monkey)
Dec-05-23 08:03PM	Banc of California Designates Los Angeles as Headquarters and Donates $1 Million to Expand Financing Options for Small Businesses (Business Wire)
Dec-04-23 08:11PM	Press Conference with Los Angeles Mayor Karen Bass and Banc of California on Dec. 5 (Business Wire)
Nov-30-23 04:15PM	Banc of California Announces Completion of Transformational Merger with PacWest Bancorp and $400 Million Equity Raise (Business Wire)
Nov-27-23 06:28PM	Carlyle Group and WP Carey Set to Join S&P MidCap 400; Others to Join S&P SmallCap 600 (PR Newswire)
Nov-23-23 08:00AM	PacWest (PACW)-Banc of California (BANC) Deal Gets Shareholder Nod (Zacks)
Nov-22-23 04:15PM	Banc of California and PacWest Bancorp Receive Stockholder Approvals for their Merger (Business Wire)
Nov-10-23 06:00AM	Banc of California Announces Quarterly Dividend (Business Wire)
Oct-26-23 06:00AM	Banc of California Announces Appointments of Four Directors to its Board of Directors in Connection with its Merger with PacWest Bancorp (Business Wire)
11:18AM	Loading…
Oct-25-23 11:18AM	Banc of California, Inc. (NYSE:BANC) Q3 2023 Earnings Call Transcript (Insider Monkey)
07:02AM	Q3 2023 Banc of California Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-24-23 12:13PM	Banc of California Inc (BANC) Reports Q3 2023 Earnings: Net Income of $42. ... (GuruFocus.com)
09:45AM	PacWest Bancorp (PACW) Q3 2023 Earnings: A Mixed Bag Amid Merger Plans (GuruFocus.com)
09:30AM	Banc of California (BANC) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
07:25AM	Banc of California (BANC) Q3 Earnings Lag Estimates (Zacks)
06:21AM	Banc of California: Q3 Earnings Snapshot (Associated Press Finance)
06:00AM	Banc of California Reports Net Income of $42.6 million, with Stable Deposit Mix and Improved Net Interest Margin in Third Quarter 2023 Financial Results (Business Wire)
Oct-23-23 12:04PM	Banc of California wins timely Fed approval of PacWest acquisition (American Banker)
Oct-20-23 10:49AM	The Making of a Mortgage Giant. How a Nonprofit Leader Opened the Door to a Massive Loophole. (Barrons.com) -7.93%
Oct-19-23 08:11PM	PacWest Bancorp and Banc of California Receive Final Regulatory Approval for Merger (GlobeNewswire)
04:11PM	Banc of California Receives Final Regulatory Approval for its Merger with PacWest Bancorp (Business Wire)
Oct-06-23 06:50AM	PACW Stock: A Bad Trade, and an Even Worse Investment (InvestorPlace)
Oct-05-23 06:30AM	Banc of California Announces Schedule of Third Quarter 2023 Earnings Release and Conference Call (Business Wire)
Oct-03-23 06:30AM	Banc of California and Rise Economy Announce $4.1 Billion Community Benefits Plan (Business Wire)
Sep-26-23 12:40PM	7 Rock-Solid Dividend Stocks to Ride Out the Rest of 2023 (InvestorPlace)
Sep-12-23 06:00AM	Banc of California Names Debora Vrana as Executive Vice President & Chief Communications Officer (Business Wire)
Sep-06-23 02:48PM	Why PacWest Bancorp Stock Fell 14.6% in August (Motley Fool)
Aug-30-23 06:33PM	A mini deposit run in early May preceded the sale of PacWest (American Banker)
Aug-18-23 11:51AM	Affiliated Managers (AMG) Closes Acquisition Deal With Forbion (Zacks)
Aug-16-23 12:51PM	NBT Bancorp (NBTB) Buys Salisbury Bancorp, Hikes Dividend (Zacks)
Aug-10-23 10:21PM	Wellington Management Group LLP Reduces Stake in Banc of California Inc (GuruFocus.com)
Aug-03-23 06:00AM	Banc of California Announces Quarterly Dividend (Business Wire)
Jul-31-23 04:30PM	Toll Brothers Apartment Living® and EJF Capital Break Ground on Henri in Downtown Phoenix, Ariz. (GlobeNewswire)
02:12AM	4 big deal reports: Biogen shells out $7.3B for Reata Pharma (Investing.com)
Jul-27-23 05:33PM	PacWest Stock Soars on Banc of California Merger. Its Still Down on the Deal. (Barrons.com)
12:00AM	Diss from a Rose sealed NatWest CEOs fate (Financial Times)
Jul-26-23 04:23PM	PacWest is helping regulators make their case for bolstering US banks (Yahoo Finance)
04:21PM	What the Fed's rate hike may mean for life insurance policy holders (Yahoo Finance Video)
04:07PM	PACW Stock Rallies After PacWest Earnings, Buyout Deal; Banc Of California Leaps (Investor's Business Daily)
03:45PM	Why PacWest Bancorp Stock Just Exploded 25% Higher (Motley Fool)
02:24PM	UPDATE 2-JPMorgan to buy almost $2 bln of mortgages in the PacWest deal - source (Reuters)
02:11PM	JPMorgan to buy almost $2 bln of mortgages in the PacWest deal - Bloomberg News (Reuters)
01:52PM	JPMorgan to Buy Almost $2 Billion of Mortgages in PacWest Deal (Bloomberg)
01:36PM	Here's the Real Story Behind Banc of California's Deal for PacWest (TheStreet.com)
12:48PM	A Regional Bank Rollercoaster (Barrons.com)
11:58AM	Whos Buying Whom in the PacWest Merger? Why It Matters (The Wall Street Journal)
11:10AM	PacWest Stock Tanked, Then Soared, All on the Same Takeover News (Barrons.com)
10:44AM	Private Equity Dips Into Its Cash Stockpile for PacWest Deal (Bloomberg)
10:42AM	Whos on First in the PacWest-Banc of California Merger? (The Wall Street Journal)
09:54AM	Adventures in Day Trading: PacWest Edition (The Wall Street Journal)
09:46AM	PacWest Shares Soar After Merger with Rival Banc of California (Investopedia)
09:18AM	PacWest, Banc of California Merge to Get Smaller. Others May Follow. (The Wall Street Journal)
09:18AM	California Banks Merge to Get Smaller, Creating a Template for Others (The Wall Street Journal)
07:14AM	5 Things to Know Before Markets Open (Investopedia)
06:52AM	PacWest/Banc of California: how banks can be rescued without government-brokered windfalls (Financial Times)
06:38AM	PacWest (PACW) & Banc of California (BANC) Soar on Merger Deal (Zacks)
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04:47AM	PacWest stock soars over 30% on news of buyout deal (Reuters)
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08:30PM	Banc of California (BANC) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:24PM	PacWest to Be Sold to Banc of California in Latest Rescue Deal (Bloomberg)
07:09PM	US regional lenders PacWest and Banc of California agree merger (Financial Times)
06:05PM	Banc of California (BANC) Q2 Earnings Beat Estimates (Zacks)
05:52PM	Banc of California Agrees to Buy PacWest as Regional Lenders Seek Strength Together (The Wall Street Journal)
05:32PM	PacWest agrees to combine with Banc of California (Yahoo Finance)
05:23PM	UPS-Teamster deal, PacWest merger, Alphabet exec changeup: Top stories (Yahoo Finance Video)
04:55PM	Banc of California: Q2 Earnings Snapshot (AP Finance)
04:52PM	PACW Stock Dives On PacWest Buyout Deal Ahead Of Earnings, Banc Of California Leaps (Investor's Business Daily)
04:48PM	Banc of California to buy troubled PacWest Bancorp, which came close to failing earlier this year (AP Finance)
04:41PM	Banc of California to Buy PacWest in All-Stock Deal (Barrons.com)
04:25PM	Banc of California Discusses Merger With PacWest, WSJ Reports (Barrons.com)
04:13PM	PacWest merges with Banc of California in all-stock deal (Reuters)
04:12PM	Banc of California Reports Solid Earnings and Stable Deposits in Second Quarter 2023 Financial Results (Business Wire)
04:07PM	Banc of California and PacWest Announce Transformational Merger and $400 Million Equity Raise from Warburg Pincus and Centerbridge (Business Wire)
04:01PM	PacWest stock sinks on report of sale to Banc of California (Yahoo Finance)
03:47PM	Banc of California in talks to buy PacWest: Report (Yahoo Finance Video)
03:23PM	PacWest Stock Drops, Banc of California Shares Rise After Deal News (The Wall Street Journal)
03:11PM	Banc of California, PacWest in Advanced Talks to Combine (The Wall Street Journal)
02:46PM	Banc of California in talks to buy PacWest Bancorp - WSJ (Reuters)

Banc of California, Inc. is a holding company engaged in the provision of commercial banking services. It offers personal banking, business and commercial banking, real estate banking, and private banking. The company was founded in 1941 and is headquartered in Santa Ana, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WOLFF JARED M	PRESIDENT AND CEO	Apr 25 '24	Buy	13.98	7,130	99,677	268,695	Apr 26 08:29 AM
LASHLEY RICHARD J	Director	Mar 14 '24	Buy	14.47	7,500	108,562	2,485,643	Mar 15 04:44 PM
LASHLEY RICHARD J	Director	Mar 01 '24	Buy	14.44	15,000	216,669	2,478,143	Mar 01 05:55 PM
LASHLEY RICHARD J	Director	Feb 29 '24	Buy	21.40	10,000	213,993	10,000	Mar 01 05:55 PM
Barker James Andrew	Director	Feb 14 '24	Buy	13.16	10,000	131,590	159,680	Feb 14 07:25 PM
DYCK ROBERT G	CHIEF CREDIT OFFICER	Jan 30 '24	Sale	14.97	10,000	149,700	24,979	Jan 30 06:30 PM
Barker James Andrew	Director	Dec 12 '23	Buy	12.32	10,000	123,228	149,680	Dec 13 07:59 PM
Rice Joseph J	Director	Dec 05 '23	Buy	12.66	10,000	126,588	10,000	Dec 06 08:20 PM
LASHLEY RICHARD J	Director	Dec 05 '23	Sale	12.67	200,000	2,533,400	2,463,143	Dec 06 08:28 PM
SZNEWAJS ROBERT D	Director	Aug 01 '23	Option Exercise	10.90	1,836	20,012	8,699	Aug 03 06:32 PM
Rice Joseph J	Director	Jun 05 '23	Buy	11.25	7,500	84,375	9,500	Jun 06 05:31 PM

Open in Screener

MA

Mastercard Incorporated

May 06 • 04:00PM ET

449.37

Dollar change +5.79
Percentage change 1.31	%

Financial • Credit Services • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

MA Mastercard Incorporated daily Stock Chart

Held by: VTI VOO VUG IVV VIG QUAL IWF VFH JEPI IVW

Index	S&P 500	P/E	35.72	EPS (ttm)	12.58	Insider Own	11.27%	Shs Outstand	927.00M	Perf Week	-1.69%
Market Cap	419.14B	Forward P/E	27.07	EPS next Y	16.60	Insider Trans	-1.81%	Shs Float	827.60M	Perf Month	-5.82%
Income	11.85B	PEG	1.83	EPS next Q	3.52	Inst Own	78.62%	Short Float	0.62%	Perf Quarter	-1.62%
Sales	25.72B	P/S	16.29	EPS this Y	16.54%	Inst Trans	-0.21%	Short Ratio	2.11	Perf Half Y	17.42%
Book/sh	7.78	P/B	57.76	EPS next Y	16.18%	ROA	29.05%	Short Interest	5.12M	Perf Year	19.48%
Cash/sh	8.21	P/C	54.74	EPS next 5Y	19.47%	ROE	188.42%	52W Range	357.85 - 490.00	Perf YTD	5.36%
Dividend Est.	2.59 (0.58%)	P/FCF	37.89	EPS past 5Y	16.16%	ROI	56.99%	52W High	-8.29%	Beta	1.10
Dividend TTM	2.46 (0.55%)	Quick Ratio	1.09	Sales past 5Y	11.54%	Gross Margin	96.80%	52W Low	25.57%	ATR (14)	7.22
Dividend Ex-Date	Apr 08, 2024	Current Ratio	1.09	EPS Y/Y TTM	25.64%	Oper. Margin	57.76%	RSI (14)	38.83	Volatility	1.69% 1.53%
Employees	33400	Debt/Eq	2.16	Sales Y/Y TTM	12.75%	Profit Margin	46.05%	Recom	1.40	Target Price	513.89
Option/Short	Yes / Yes	LT Debt/Eq	1.87	EPS Q/Q	30.39%	Payout	20.03%	Rel Volume	1.03	Prev Close	443.58
Sales Surprise	0.15%	EPS Surprise	1.98%	Sales Q/Q	10.38%	Earnings	May 01 BMO	Avg Volume	2.43M	Price	449.37
SMA20	-2.16%	SMA50	-4.27%	SMA200	5.38%	Trades		Volume	2,513,804	Change	1.31%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-11-24	Initiated	TD Cowen	Buy	$545
Jan-11-24	Upgrade	Oppenheimer	Perform → Outperform	$510
Dec-20-23	Initiated	Monness Crespi & Hardt	Neutral
Dec-05-23	Resumed	BMO Capital Markets	Outperform	$475
Oct-20-23	Resumed	UBS	Buy	$475
Oct-13-23	Initiated	HSBC Securities	Hold	$424
Oct-12-23	Initiated	Seaport Research Partners	Buy	$465
Jul-24-23	Reiterated	Barclays	Overweight	$437 → $470
Jan-09-23	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$425
Nov-29-22	Initiated	Redburn	Neutral
Oct-13-22	Reiterated	Deutsche Bank	Buy	$440 → $375
Aug-16-22	Downgrade	Daiwa Securities	Outperform → Neutral	$385 → $375
May-18-22	Initiated	Goldman	Buy	$460
Apr-29-22	Downgrade	Piper Sandler	Neutral → Underweight	$360 → $357
Nov-18-21	Resumed	UBS	Buy	$448
Aug-12-21	Downgrade	Daiwa Securities	Outperform → Neutral	$385
Jul-30-21	Reiterated	UBS	Buy	$400 → $445
Jul-30-21	Reiterated	Raymond James	Outperform	$428 → $453
Jul-30-21	Reiterated	Morgan Stanley	Overweight	$444 → $451
Jul-30-21	Reiterated	Compass Point	Buy	$430 → $450

Show Previous Ratings

May-06-24 04:30PM	7 Stocks to Buy to Satisfy Your IRA Limits in 2024 (InvestorPlace)
04:10PM	Mastercard to Participate in Upcoming Investor Conferences (Business Wire)
09:30AM	Is MasterCard (MA) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
08:41AM	Autonomous Research Adjusts Price Target on Mastercard to $521 From $517 (MT Newswires)
06:17AM	Daiwa Securities Adjusts Price Target on Mastercard to $465 From $485, Maintains Neutral Rating (MT Newswires)
06:00AM	Loading…
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May-04-24 02:30PM	Luxury tycoon Bernard Arnault unleashes legal blitz on Visa and Mastercard (The Telegraph)
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May-03-24 05:57PM	Network International rolls out Mastercard Instalments across the UAE (Electronic Payments)
05:37PM	Mastercard collaborates with SingleView to usher in new era of commercial efficiency (Electronic Payments)
04:22PM	3 Cheap Tech Stocks You'll Regret Not Buying in 2024 (InvestorPlace)
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09:17AM	Checkout.com and Mastercard partner to bring virtual cards to online travel agents (Electronic Payments)
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09:00AM	MASTERCARD FOUNDATION INTRODUCES MFAM, A NEW SEPARATE ASSET MANAGEMENT COMPANY, TO SUPPORT ITS PHILANTHROPIC MISSION (PR Newswire)
06:14AM	Mizuho Adjusts Mastercard's Price Target to $478 From $480, Keeps Buy Rating (MT Newswires)
06:13AM	TD Cowen Adjusts Mastercard's Price Target to $532 From $545, Keeps Buy Rating (MT Newswires)
06:09AM	Raymond James Adjusts Mastercard's Price Target to $497 From $504, Keeps Outperform Rating (MT Newswires)
06:08AM	Evercore ISI Adjusts Mastercard's Price Target to $540 From $545, Keeps Outperform Rating (MT Newswires)
06:06AM	Morgan Stanley Adjusts Mastercard's Price Target to $524 From $536, Keeps Overweight Rating (MT Newswires)
06:05AM	JPMorgan Adjusts Mastercard's Price Target to $510 From $520, Keeps Overweight Rating (MT Newswires)
06:00AM	Seaport Global Adjusts Mastercard's Price Target to $518 From $525, Keeps Buy Rating (MT Newswires)
05:46AM	Goldman Sachs Adjusts Mastercard's Price Target to $517 From $534 (MT Newswires)
03:15AM	Mastercard Inc (MA) (Q1 2024) Earnings Call Transcript Highlights: Robust Growth and Strategic ... (GuruFocus.com)
02:17AM	Q1 2024 Mastercard Inc Earnings Call (Thomson Reuters StreetEvents)
01:03AM	Loading…
01:03AM	Decoding Mastercard Inc (MA): A Strategic SWOT Insight (GuruFocus.com)
May-01-24 06:45PM	Why Mastercard Stock Sank on Wednesday (Motley Fool)
04:38PM	Mastercard cuts 2024 outlook citing foreign exchange concerns (Yahoo Finance Video)
04:12PM	Mastercard Stock Pullback Deepens On 2024 Forecast Cut (Investor's Business Daily)
03:05PM	Mastercard poised to start processing payments locally in China (American Banker)
02:30PM	RBC Raises Mastercard's Price Target to $500 From $499 (MT Newswires)
01:41PM	Profit from the Panic: 3 Stocks to Pounce on When They Become Steals (InvestorPlace)
01:22PM	Mastercard (MA) Q1 Earnings Beat on Steady Spending, '24 View Cut (Zacks)
01:16PM	Analyst Report: Mastercard Incorporated (Morningstar Research)
01:16PM	Mastercard Says Consumer Spending Is Healthy, Clocks 10% Revenue Growth In Q1 (Benzinga)
12:54PM	MA Stock Earnings: Mastercard Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
12:15PM	Mastercard (MA) Q1 2024 Earnings Call Transcript (Motley Fool)
12:15PM	Mastercard Cuts Forecast, Network Spending Misses Estimates (Bloomberg)
10:33AM	Mastercard First-Quarter Results Beat Views Despite Gross Dollar Volume Slowdown (MT Newswires)
10:12AM	Mastercard Stock Is Falling After Earnings Beat. Guidance Came Down. (Barrons.com)
10:00AM	MasterCard (MA) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
09:48AM	Stocks to Watch Wednesday: Starbucks, Pfizer, CVS, Amazon (The Wall Street Journal)
09:32AM	Mastercard Inc (MA) Q1 2024 Earnings: Navigating Analyst Expectations with Strong Revenue and ... (GuruFocus.com)
09:10AM	MasterCard (MA) Tops Q1 Earnings and Revenue Estimates (Zacks)
08:39AM	Mastercard Stock Falls After Earnings Beat. What to Know. (Barrons.com)
08:17AM	Mastercard Q1 Adjusted Earnings, Net Revenue Rise (MT Newswires)
08:10AM	MasterCard: Q1 Earnings Snapshot (Associated Press Finance)
08:08AM	Mastercard's profit beats on strong card spending by U.S. consumers (Reuters)
08:00AM	Mastercard Incorporated First Quarter 2024 Financial Results Available on Companys Website (Business Wire)
07:30AM	Amazon jumps on earnings, Fed decision nears: Yahoo Finance (Yahoo Finance Video)
Apr-30-24 05:38PM	Fed rate decision, Qualcomm earnings: What to Watch (Yahoo Finance Video)
08:20AM	Mastercard Celebrates the 10th Anniversary of Girls4Tech (ACCESSWIRE)
Apr-29-24 10:00AM	American Express Can Sustain Its Rally (GuruFocus.com)
08:00AM	Invest with Confidence: Intrinsic Value Unveiled of Mastercard Inc (GuruFocus.com)
Apr-28-24 08:00AM	What To Expect in the Markets This Week (Investopedia)
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Apr-26-24 05:45PM	Here's Why MasterCard (MA) Gained But Lagged the Market Today (Zacks)
12:26PM	How You Should Play Mastercard (MA) Ahead of Q1 Earnings (Zacks)
09:24AM	3 Stocks That Will Surge Once Interest Rate Cuts Kick In (InvestorPlace)
09:15AM	Unlocking Q1 Potential of MasterCard (MA): Exploring Wall Street Estimates for Key Metrics (Zacks)
08:45AM	Mastercard: How To Spark a Revolution in Inclusion (ACCESSWIRE)
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Apr-25-24 05:50PM	MasterCard (MA) Stock Moves -0.08%: What You Should Know (Zacks)
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10:01AM	MasterCard (MA) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
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Apr-18-24 12:10PM	Will MasterCard (MA) Beat Estimates Again in Its Next Earnings Report? (Zacks)
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09:00AM	Mastercard Incorporated (MA) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Apr-17-24 02:29PM	Mastercard (MA) Ties Up to Boost Money Transfers for Canadians (Zacks)
12:00PM	MasterCard (MA) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
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08:45AM	Engine Gaming and Media, Inc. (NASDAQ:GAME) Q4 2024 Earnings Call Transcript (Insider Monkey)
Apr-16-24 05:50PM	MasterCard (MA) Laps the Stock Market: Here's Why (Zacks)
Apr-12-24 05:02PM	Mastercard SpendingPulse: March retail sales rise across channels (Chain Store Age)
12:38PM	Mastercard (MA), Equity Bank Partner to Ease Cross-Border Transfers (Zacks)
Apr-10-24 05:50PM	MasterCard (MA) Stock Moves -0.63%: What You Should Know (Zacks)
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Apr-09-24 04:15PM	Mastercard Incorporated to Host Conference Call on First Quarter 2024 Financial Results (Business Wire)
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12:04PM	Mastercard (MA) Enhances Cardholder Benefits Across Sectors (Zacks)
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Apr-01-24 02:33PM	Usio, Inc. (NASDAQ:USIO) Q4 2023 Earnings Call Transcript (Insider Monkey)

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Mastercard Foundation	10% Owner	May 03 '24	Sale	442.14	142,000	62,783,681	96,377,308	May 06 10:42 AM
Mastercard Foundation	10% Owner	May 02 '24	Sale	440.73	132,000	58,176,664	96,519,308	May 03 11:10 AM
Mastercard Foundation	10% Owner	May 01 '24	Sale	445.04	116,000	51,624,524	96,651,308	May 02 01:07 PM
Mastercard Foundation	10% Owner	Apr 26 '24	Sale	462.57	114,000	52,733,003	96,767,308	Apr 29 11:31 AM
Mastercard Foundation	10% Owner	Apr 25 '24	Sale	461.06	115,000	53,021,854	96,881,308	Apr 26 08:16 AM
Mastercard Foundation	10% Owner	Apr 24 '24	Sale	462.78	109,000	50,443,184	96,996,308	Apr 25 09:22 AM
Mastercard Foundation	10% Owner	Apr 23 '24	Sale	461.66	110,000	50,782,699	97,105,308	Apr 24 11:44 AM
Mastercard Foundation	10% Owner	Apr 22 '24	Sale	457.46	109,000	49,862,955	97,215,308	Apr 23 10:51 AM
Mastercard Foundation	10% Owner	Apr 19 '24	Sale	454.49	108,000	49,085,222	97,324,308	Apr 22 10:32 AM
Mastercard Foundation	10% Owner	Apr 18 '24	Sale	457.15	111,000	50,743,173	97,432,308	Apr 19 11:35 AM
Mastercard Foundation	10% Owner	Mar 21 '24	Sale	487.25	200	97,450	97,543,308	Mar 22 11:31 AM
Madabhushi Venkata R	Chief Marketing Officer	Mar 15 '24	Option Exercise	282.17	16,038	4,525,409	35,243	Mar 19 04:19 PM
Miebach Michael	President & CEO	Mar 15 '24	Option Exercise	112.31	7,850	881,634	89,954	Mar 19 04:21 PM
Madabhushi Venkata R	Chief Marketing Officer	Mar 15 '24	Sale	475.45	16,038	7,625,295	19,205	Mar 19 04:19 PM
Miebach Michael	President & CEO	Mar 15 '24	Sale	475.46	7,850	3,732,365	82,104	Mar 19 04:21 PM
Madabhushi Venkata R	Chief Marketing Officer	Mar 01 '24	Option Exercise	203.42	16,037	3,262,175	28,292	Mar 05 08:19 PM
Miebach Michael	President & CEO	Mar 01 '24	Option Exercise	112.31	7,851	881,746	55,491	Mar 05 08:18 PM
Madabhushi Venkata R	Chief Marketing Officer	Mar 01 '24	Sale	475.94	16,037	7,632,653	12,255	Mar 05 08:19 PM
Miebach Michael	President & CEO	Mar 01 '24	Sale	475.92	7,851	3,736,439	47,640	Mar 05 08:18 PM
Madabhushi Venkata R	Chief Marketing Officer	Feb 27 '24	Option Exercise	132.41	16,037	2,123,412	40,292	Feb 29 04:05 PM
Madabhushi Venkata R	Chief Marketing Officer	Feb 27 '24	Sale	472.58	28,037	13,249,641	12,255	Feb 29 04:05 PM
Miebach Michael	President & CEO	Feb 16 '24	Option Exercise	112.31	7,851	881,746	55,491	Feb 20 04:11 PM
Miebach Michael	President & CEO	Feb 16 '24	Sale	470.12	7,851	3,690,908	47,640	Feb 20 04:11 PM
Vosburg Craig	Chief Product Officer	Feb 01 '24	Option Exercise	112.31	13,542	1,520,902	60,033	Feb 02 04:16 PM
McLaughlin Edward Grunde	President & CTO, MA Tech	Feb 01 '24	Option Exercise	112.31	10,000	1,123,100	33,614	Feb 02 04:14 PM
Vosburg Craig	Chief Product Officer	Feb 01 '24	Sale	460.06	13,542	6,230,100	46,491	Feb 02 04:16 PM
McLaughlin Edward Grunde	President & CTO, MA Tech	Feb 01 '24	Sale	458.46	10,000	4,584,597	23,614	Feb 02 04:14 PM
Bhalla Ajay	President Cyber & Intelligence	Jan 22 '24	Option Exercise	90.13	98	8,833	6,333	Jan 23 05:51 PM
Bhalla Ajay	President Cyber & Intelligence	Jan 22 '24	Sale	439.52	98	43,073	6,235	Jan 23 05:51 PM
Bhalla Ajay	President Cyber & Intelligence	Jan 19 '24	Option Exercise	90.13	4,000	360,520	10,235	Jan 23 05:51 PM
Bhalla Ajay	President Cyber & Intelligence	Jan 19 '24	Sale	435.00	4,000	1,740,000	6,235	Jan 23 05:51 PM
Vosburg Craig	Chief Product Officer	Jan 12 '24	Option Exercise	112.31	4,642	521,343	51,133	Jan 16 04:18 PM
Vosburg Craig	Chief Product Officer	Jan 12 '24	Sale	430.00	4,642	1,996,060	46,491	Jan 16 04:18 PM
Vosburg Craig	Chief Product Officer	Jan 11 '24	Option Exercise	112.31	8,900	999,559	55,391	Jan 16 04:18 PM
Vosburg Craig	Chief Product Officer	Jan 11 '24	Sale	430.26	8,900	3,829,280	46,491	Jan 16 04:18 PM
McLaughlin Edward Grunde	President & CTO, MA Tech	Jan 02 '24	Option Exercise	112.31	10,000	1,123,100	33,614	Jan 04 04:08 PM
McLaughlin Edward Grunde	President & CTO, MA Tech	Jan 02 '24	Sale	421.43	10,000	4,214,324	23,614	Jan 04 04:08 PM
Bhalla Ajay	President Cyber & Intelligence	Dec 14 '23	Option Exercise	90.13	97	8,743	6,332	Dec 15 06:01 PM
Bhalla Ajay	President Cyber & Intelligence	Dec 14 '23	Sale	425.00	97	41,225	6,235	Dec 15 06:01 PM
Bhalla Ajay	President Cyber & Intelligence	Dec 13 '23	Option Exercise	90.13	4,000	360,520	10,235	Dec 15 06:01 PM
Bhalla Ajay	President Cyber & Intelligence	Dec 13 '23	Sale	425.00	4,000	1,700,000	6,235	Dec 15 06:01 PM
Mastercard Foundation	10% Owner	Nov 10 '23	Sale	389.26	125,817	48,975,161	97,543,508	Nov 13 04:05 PM
DAVIS RICHARD K	Director	Nov 09 '23	Buy	390.96	1,000	390,960	9,743	Nov 09 04:51 PM
Mastercard Foundation	10% Owner	Nov 09 '23	Sale	389.24	125,816	48,972,456	97,669,325	Nov 13 04:05 PM
Mastercard Foundation	10% Owner	Nov 08 '23	Sale	390.12	125,816	49,083,564	97,795,141	Nov 08 04:32 PM
Mastercard Foundation	10% Owner	Nov 07 '23	Sale	388.29	125,816	48,853,107	97,920,957	Nov 08 04:32 PM
Mastercard Foundation	10% Owner	Nov 06 '23	Sale	385.93	125,816	48,555,603	98,046,773	Nov 08 04:32 PM
Mastercard Foundation	10% Owner	Nov 03 '23	Sale	386.20	125,816	48,590,089	98,172,589	Nov 03 06:41 PM
Mastercard Foundation	10% Owner	Nov 02 '23	Sale	381.23	125,816	47,965,085	98,298,405	Nov 03 06:41 PM
Mastercard Foundation	10% Owner	Nov 01 '23	Sale	377.45	125,816	47,488,658	98,424,221	Nov 03 06:41 PM
Murphy Timothy H	Chief Administrative Officer	Sep 29 '23	Option Exercise	173.49	7,291	1,264,916	46,426	Oct 03 04:13 PM
Murphy Timothy H	Chief Administrative Officer	Sep 29 '23	Sale	397.28	7,419	2,947,384	39,007	Oct 03 04:13 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 20 '23	Option Exercise	90.13	2,093	188,642	8,328	Sep 21 04:12 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 20 '23	Sale	415.00	2,093	868,595	6,235	Sep 21 04:12 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 19 '23	Option Exercise	83.94	4,000	335,750	10,235	Sep 21 04:12 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 19 '23	Sale	416.96	4,000	1,667,840	6,235	Sep 21 04:12 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 18 '23	Option Exercise	77.72	4,000	310,880	10,235	Sep 18 05:40 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 18 '23	Sale	413.88	4,000	1,655,520	6,235	Sep 18 05:40 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 15 '23	Option Exercise	77.72	4,000	310,880	10,235	Sep 18 05:40 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 15 '23	Sale	412.50	4,000	1,649,992	6,235	Sep 18 05:40 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 14 '23	Option Exercise	77.72	4,000	310,880	10,235	Sep 18 05:40 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 14 '23	Sale	413.13	4,000	1,652,539	6,235	Sep 18 05:40 PM
SACHIN J. MEHRA	Chief Financial Officer	Sep 01 '23	Option Exercise	112.31	6,000	673,860	26,707	Sep 05 04:14 PM
SACHIN J. MEHRA	Chief Financial Officer	Sep 01 '23	Sale	413.65	6,000	2,481,887	20,707	Sep 05 04:14 PM
Vosburg Craig	Chief Product Officer	Aug 30 '23	Option Exercise	90.10	5,684	512,128	52,175	Aug 31 04:11 PM
Ling Hai	Co-President, Intl Markets	Aug 30 '23	Option Exercise	77.72	3,324	258,341	20,901	Aug 30 04:03 PM
Vosburg Craig	Chief Product Officer	Aug 30 '23	Sale	415.00	5,684	2,358,860	46,491	Aug 31 04:11 PM
Ling Hai	Co-President, Intl Markets	Aug 30 '23	Sale	415.00	3,324	1,379,460	17,577	Aug 30 04:03 PM
Ling Hai	Co-President, Intl Markets	Aug 29 '23	Option Exercise	77.72	3,324	258,341	30,870	Aug 30 04:03 PM
Ling Hai	Co-President, Intl Markets	Aug 29 '23	Sale	410.06	13,293	5,450,983	17,577	Aug 30 04:03 PM
Ling Hai	Co-President, Intl Markets	Aug 28 '23	Option Exercise	77.72	3,324	258,341	30,870	Aug 30 04:03 PM
Ling Hai	Co-President, Intl Markets	Aug 28 '23	Sale	405.23	3,324	1,346,981	27,546	Aug 30 04:03 PM
Mastercard Foundation	10% Owner	Aug 17 '23	Sale	393.54	125,816	49,513,780	98,550,037	Aug 17 04:19 PM
Mastercard Foundation	10% Owner	Aug 16 '23	Sale	396.88	125,816	49,934,357	98,675,853	Aug 17 04:19 PM
Mastercard Foundation	10% Owner	Aug 15 '23	Sale	395.10	125,816	49,710,506	98,801,669	Aug 15 04:44 PM
Mastercard Foundation	10% Owner	Aug 14 '23	Sale	397.89	125,816	50,060,865	98,927,485	Aug 15 04:44 PM
Mastercard Foundation	10% Owner	Aug 11 '23	Sale	395.02	125,816	49,699,811	99,053,301	Aug 15 04:44 PM
Mastercard Foundation	10% Owner	Aug 10 '23	Sale	398.72	125,816	50,165,230	99,179,117	Aug 10 05:13 PM
Mastercard Foundation	10% Owner	Aug 09 '23	Sale	394.03	125,816	49,575,241	99,304,933	Aug 10 05:13 PM
Mastercard Foundation	10% Owner	Aug 08 '23	Sale	391.39	125,816	49,243,690	99,430,749	Aug 10 05:13 PM
Murphy Timothy H	Chief Administrative Officer	Aug 02 '23	Option Exercise	173.49	7,380	1,280,356	46,643	Aug 03 04:12 PM
Murphy Timothy H	Chief Administrative Officer	Aug 02 '23	Sale	391.18	7,508	2,936,946	39,135	Aug 03 04:12 PM
SACHIN J. MEHRA	Chief Financial Officer	Aug 01 '23	Option Exercise	90.10	10,838	976,504	31,545	Aug 03 04:27 PM
SACHIN J. MEHRA	Chief Financial Officer	Aug 01 '23	Sale	394.38	10,838	4,274,337	20,707	Aug 03 04:27 PM
Vosburg Craig	Chief Product Officer	Jul 12 '23	Option Exercise	90.10	6,333	570,603	52,824	Jul 13 04:15 PM
Vosburg Craig	Chief Product Officer	Jul 12 '23	Sale	400.00	6,333	2,533,200	46,491	Jul 13 04:15 PM
Seshadri Raj	President, Data & Services	Jun 13 '23	Option Exercise	112.31	3,664	411,504	16,328	Jun 14 06:01 PM
Seshadri Raj	President, Data & Services	Jun 13 '23	Sale	373.24	5,164	1,927,416	11,164	Jun 14 06:01 PM
Malhotra Raghuvir	Co-President, Intl Markets	May 18 '23	Option Exercise	290.25	1,536	445,824	11,001	May 19 04:29 PM
Malhotra Raghuvir	Co-President, Intl Markets	May 18 '23	Sale	390.00	1,536	599,040	9,465	May 19 04:29 PM
Mastercard Foundation	10% Owner	May 17 '23	Sale	381.66	125,816	48,019,249	99,556,565	May 17 04:16 PM
Mastercard Foundation	10% Owner	May 16 '23	Sale	379.30	125,816	47,721,380	99,682,381	May 17 04:16 PM
Mastercard Foundation	10% Owner	May 15 '23	Sale	381.85	125,816	48,042,588	99,808,197	May 15 04:32 PM
Mastercard Foundation	10% Owner	May 12 '23	Sale	381.15	125,816	47,955,247	99,934,013	May 15 04:32 PM
Mastercard Foundation	10% Owner	May 11 '23	Sale	382.49	125,816	48,123,551	100,059,829	May 15 04:32 PM
Mastercard Foundation	10% Owner	May 10 '23	Sale	381.19	125,816	47,960,279	100,185,645	May 10 04:51 PM
Mastercard Foundation	10% Owner	May 09 '23	Sale	384.75	125,816	48,407,593	100,311,461	May 10 04:51 PM
Mastercard Foundation	10% Owner	May 08 '23	Sale	386.28	125,816	48,600,393	100,437,277	May 10 04:51 PM

Open in Screener

IDAI

T Stamp Inc

May 06 • 04:00PM ET

0.8301

Dollar change +0.0051
Percentage change 0.62	%

Technology • Software - Application • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VXF

Index	-	P/E	-	EPS (ttm)	-1.15	Insider Own	15.77%	Shs Outstand	9.14M	Perf Week	5.53%
Market Cap	7.59M	Forward P/E	-	EPS next Y	-0.09	Insider Trans	0.00%	Shs Float	7.70M	Perf Month	-12.62%
Income	-7.64M	PEG	-	EPS next Q	-0.27	Inst Own	16.05%	Short Float	1.71%	Perf Quarter	-42.75%
Sales	4.56M	P/S	1.66	EPS this Y	44.86%	Inst Trans	-	Short Ratio	0.31	Perf Half Y	-37.59%
Book/sh	0.41	P/B	2.02	EPS next Y	84.75%	ROA	-106.78%	Short Interest	0.13M	Perf Year	-38.51%
Cash/sh	0.34	P/C	2.42	EPS next 5Y	-	ROE	-362.22%	52W Range	0.73 - 3.50	Perf YTD	-39.41%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-51.27%	ROI	-160.42%	52W High	-76.28%	Beta	-0.56
Dividend TTM	-	Quick Ratio	1.73	Sales past 5Y	49.64%	Gross Margin	62.64%	52W Low	13.71%	ATR (14)	0.07
Dividend Ex-Date	-	Current Ratio	1.73	EPS Y/Y TTM	55.31%	Oper. Margin	-173.02%	RSI (14)	42.58	Volatility	6.85% 7.43%
Employees	88	Debt/Eq	0.33	Sales Y/Y TTM	-15.32%	Profit Margin	-167.48%	Recom	1.00	Target Price	4.00
Option/Short	No / Yes	LT Debt/Eq	0.27	EPS Q/Q	62.07%	Payout	-	Rel Volume	0.07	Prev Close	0.82
Sales Surprise	207.00%	EPS Surprise	100.00%	Sales Q/Q	13.36%	Earnings	Mar 27 BMO	Avg Volume	418.46K	Price	0.83
SMA20	-3.27%	SMA50	-14.11%	SMA200	-41.79%	Trades		Volume	30,191	Change	0.62%

May-02-24 10:00AM	Trust Stamp announces the allowance of a new patent taking its portfolio of AI-powered patents into data protection applications (GlobeNewswire)
Apr-11-24 04:05PM	Trust Stamp secures full participant status in the United Nations Global Compact (News Direct)
Apr-10-24 02:47PM	Combating Wire Fraud: Trust Stamp's New Solution for financial institutions (News Direct)
Apr-08-24 10:00AM	Trust Stamp launches fast-track multi-factor biometric authentication for financial institutions and others vulnerable to deep fake voice attacks (GlobeNewswire)
Apr-03-24 10:00AM	Trust Stamp has been accepted as a participant of the United Nations Global Compact (GlobeNewswire)
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Apr-01-24 02:52PM	IDAI Stock Earnings: T Stamp Misses EPS, Beats Revenue for Q4 2023 (InvestorPlace)
Mar-28-24 11:20AM	Trust Stamp announces the 50th Financial Institution to onboard to its low-code Orchestration Layer platform via its Channel Partnership (GlobeNewswire)
Mar-27-24 02:56PM	Trust Stamp announces the 50th Financial Institution to onboard to its low-code Orchestration Layer platform via its Channel Partnership (GlobeNewswire) +5.58%
12:20PM	Trust Stamp announces key milestone as company introduces AI-powered age estimation technology (News Direct)
10:00AM	Trust Stamp Provides a Business Report and Financial Results for the Year Ended December 31, 2023 (GlobeNewswire)
06:00AM	7 AI Stocks That Will Trounce Nvidias Returns in 2025 (InvestorPlace)
Mar-22-24 10:00AM	U.S. Court of Appeals for the Fifth Circuit agrees that digital facial images may be used for age verification (GlobeNewswire)
Mar-21-24 12:01PM	Trust Stamp unveils white paper on Stable IT2 for enhanced biometric security without data storage (News Direct) -6.83%
Mar-13-24 10:00AM	Trust Stamp announces the release of its new AI-Powered Age Estimation technology (GlobeNewswire) -8.33%
Mar-12-24 10:00AM	Trust Stamp releases a White Paper on its AI-Powered Stable-IT2 Technology (GlobeNewswire)
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Mar-07-24 02:00PM	Trust Stamp Announces the continued growth of its patent portfolio for AI-powered technologies (GlobeNewswire) +5.71%
09:45AM	Trust Stamp announces the launch of a new banking-focused product utilizing its AI-Powered Identity Authentication (GlobeNewswire)
Feb-28-24 07:01AM	Trust Stamp flags Trojan impacting 3rd party biometric systems on iOS (News Direct) -12.12%
Feb-26-24 08:30AM	Trust Stamp Announces the Continued Growth of its Patent Portfolio Encompassing AI-Powered Identity Solutions (GlobeNewswire) +5.56%
Feb-19-24 01:21PM	3 Tech Stocks Primed to Outperform the Market This Decade (InvestorPlace)
Feb-16-24 11:15AM	Trust Stamp listed by the Federal Reserve for combating synthetic identity fraud (GlobeNewswire) -9.09%
08:30AM	Trust Stamp issues urgent warning regarding a newly discovered Trojan impacting iOS devices (GlobeNewswire)
Feb-12-24 09:03AM	Trust Stamp announces strategic alliance with ManTech for AI-Powered Identity Management Technology (News Direct)
Jan-29-24 08:30AM	Trust Stamp Announces Alliance with ManTech to Provide AI-Powered Identity Management Technology (GlobeNewswire)
Jan-19-24 08:30AM	Trust Stamp announces the continued growth of its patent portfolio for AI-powered biometric technology (GlobeNewswire) +5.04%
Jan-08-24 08:30AM	Trust Stamp Announces that Forty-Five customers started or completed integration with the Company's Orchestration Layer by the end of 2023 (GlobeNewswire)
Jan-05-24 08:30AM	Trust Stamp publishes a White Paper on the potential impact of Quantum Computing on legacy biometric systems (GlobeNewswire)
Jan-04-24 09:30AM	Trust Stamp announces a patent filing for a groundbreaking AI-powered facial recognition technology (GlobeNewswire)
Dec-28-23 08:30AM	Trust Stamp has partnered with Scurid to deliver highly secure, AI-powered in-field authentication for seamless human-machine interaction (GlobeNewswire) +10.61%
Dec-21-23 07:00AM	Trust Stamp secures partnership with Partisia to launch Global Secure Data (News Direct) +6.72%
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Dec-18-23 09:30AM	Trust Stamp Partners with Partisia and launches Global Secure Data (GlobeNewswire) +8.33%
Dec-14-23 07:04AM	IDAI Stock Earnings: T Stamp Beats Revenue for Q3 2023 (InvestorPlace)
Dec-08-23 03:50PM	Trust Stamp Selected for ICBA ThinkTECH Accelerator (GlobeNewswire)
Dec-01-23 08:30AM	Trust Stamp Announces the Fortieth Financial Institution to start integration with the Company's Orchestration Layer (GlobeNewswire)
Nov-08-23 02:26PM	Trust Stamp shares third-quarter financials including positive EBIDTA for the first time (News Direct) -6.07%
08:30AM	Fortune 500 Life Insurance Company Adopts Trust Stamp's AI-Powered Low-Code Orchestration Platform (GlobeNewswire)
Nov-07-23 04:00PM	Trust Stamp Provides a Business Report and Financial Results for the Quarter and Period Ended September 30, 2023 Including Positive EBITDA for Q3 (GlobeNewswire) +10.99%
Nov-01-23 01:32PM	Trust Stamp publicly addresses ethical issues in the use of biometric data in humanitarian projects (GlobeNewswire)
08:30AM	Trust Stamp announces that the Company will report financial results for the third quarter ended September 30, 2023 on Tuesday November 7, 2023, after market close (GlobeNewswire)
Sep-22-23 03:05PM	Maxim Group LLC to Host the Virtual Tech Conference Series: Emerging Growth in A.I., on Tuesday, September 26th & Wednesday, September 27th at 8:00 A.M. ET. (GlobeNewswire) -8.12%
09:00AM	Trust Stamp to Participate in the Virtual Tech Conference Series: Emerging Growth in A.I., Presented by Maxim Group LLC on Tuesday, September 26th & Wednesday, September 27th at 8:00 A.M. ET. (GlobeNewswire)
Sep-21-23 05:15AM	IDAI: Trust Stamps Tokenized Biometric System Decreases Fraud While Protecting Privacy and Preventing Data Breaches (Zacks)
Sep-18-23 08:30AM	Trust Stamp ® announces groundbreaking technology for the global Alternative To Detention (ATD) Market (GlobeNewswire)
Sep-08-23 12:36PM	Trust Stamp announces company has been issued its 18th US patent (News Direct)
Sep-06-23 08:30AM	Trust Stamp receives notice of the issuance of its 18th patent from the US Patent and Trademark Office together with notification of an additional patent allowance further expanding upon the utility of its AI-powered tokenization technology (GlobeNewswire) +10.64%
Aug-30-23 08:30AM	Trust Stamp ® announces achievement of the D-seal (GlobeNewswire)
Aug-28-23 09:42AM	Trust Stamp adds six veteran sales team members to drive adoption of its Orchestration Layer through direct sales with another two onboarding before the end of Q3 (GlobeNewswire) -34.77%
Aug-24-23 09:10AM	Trust Stamp announces proposed action to address suspected naked short-selling (GlobeNewswire) -8.11%
Aug-18-23 12:29PM	Trust Stamp has been issued a provisional patent by the US Patent and Trademark Office for Semi-Supervised and Unsupervised Biometric Recognition using its AI-Powered technology (GlobeNewswire) -8.20%
Aug-17-23 08:00AM	Trust Stamp receives notice of a new patent issuance for identity authentication technology using social media and other user account access from the US Patent and Trademark Office (GlobeNewswire) +22.49%
Aug-14-23 04:20PM	Trust Stamp Reports Financial Results for the quarter and period ended June 30, 2023 and Provides Business Update (GlobeNewswire) -9.52%
Aug-11-23 11:00AM	Trust Stamp releases a White Paper detailing its newly launched AI-powered suite of facial attributes and quality assessment tools (FAIQA) using an unsupervised machine learning model (GlobeNewswire) +6.02%
08:45AM	Trust Stamp receives notice of a new patent issuance for AI-powered tokenization technology from the US Patent and Trademark Office (GlobeNewswire)
Aug-10-23 11:44AM	Trust Stamp says customer adoption of its Orchestration Platform is poised for more growth (News Direct) +5.10%
Aug-02-23 09:00AM	Trust Stamp Receives Privacy-Secured Biometric Identification and Verification Patent (GlobeNewswire) +51.03%
Aug-01-23 09:00AM	Trust Stamp Announces a Thirty-One Percent Increase in its Financial Services Customer Base in the last six months (GlobeNewswire) +74.70%
Jun-01-23 08:30AM	Trust Stamp Announces Pricing of $2.9 Million Registered Direct Offering and Concurrent Private Placement Priced At-The-Market (GlobeNewswire) -13.78%
May-31-23 08:30AM	Trust Stamp Announces Notice of Allowance for New U.S. Patent Related to Identity Authentication Via the Control of Third-Party Accounts (GlobeNewswire) +23.90%
May-23-23 08:30AM	Trust Stamp Announces Notice of Allowance for New U.S. Patent Related to its Artificial Intelligence (AI) Based Biometric Authentication Technology (GlobeNewswire) +29.66%
May-19-23 08:30AM	Trust Stamp Named 2023 GLOBE Award Recipient (GlobeNewswire) -6.54%
May-15-23 08:30AM	Trust Stamp Reports Q1 2023 Financial Results and Provides Business Update (GlobeNewswire) +5.48%
Apr-14-23 08:25AM	Trust Stamp Announces Pricing of $5.2 Million Registered Direct Offering and Concurrent Private Placement Priced At-The-Market (GlobeNewswire) -32.43%
Apr-12-23 08:30AM	Trust Stamp Announces Notice of Allowance for Three New U.S Patent Related to its Artificial Intelligence (AI) Based Biometric Authentication Technology (GlobeNewswire) +100.00%
Apr-11-23 02:25PM	Trust Stamp Ranked #179 in the United States by the Financial Times The Americas Fastest Growing Companies 2023 Report (GlobeNewswire)
Mar-30-23 05:05PM	Trust Stamp Reports 2022 Financial Results and Provides Business Update (GlobeNewswire)
Feb-21-23 08:30AM	Trust Stamp Announces Notice of Allowance for U.S Patent Related to its Artificial Intelligence (AI) Based Biometric Authentication Technology (GlobeNewswire)
Jan-30-23 08:30AM	Trust Stamp Announces the Latest Addition to its Low-code Orchestration Platform, The Driver License Data Verification (DLDV) System (GlobeNewswire)
Jan-24-23 08:30AM	Trust Stamp Announces Rapid Customer Adoption of Privacy-First Identity Orchestration Platform; Outpacing Management's Expectations (GlobeNewswire)
Jan-23-23 08:30AM	Trust Stamp Receives Notice of Allowance from the US Patent and Trademark Office (GlobeNewswire) +47.92%
Jan-13-23 08:30AM	Trust Stamp Partners with Simunix to Provide Biometric Identification Technology to the UK Market (GlobeNewswire)
Dec-15-22 07:30AM	Trust Stamp Engages Marcum, LLP as its Independent Auditor (GlobeNewswire)
Nov-10-22 04:30PM	Trust Stamp Achieves Revenue Increase of 309% and Gross Profit Increase of 915% for Q3 2022 (GlobeNewswire) +5.99%
09:00AM	Trust Stamp to Present at the Q4 Investor Summit on November 14th (Newsfile)
Oct-18-22 08:30AM	Trust Stamp to Present at the LD Micro Main Event XV on October 25th (Newsfile)
Oct-11-22 08:30AM	Trust Stamp Selected as a SaaS Software Supplier on the United Kingdoms G-Cloud 13 Digital Marketplace (GlobeNewswire)
Sep-28-22 08:30AM	Trust Stamp Unveils Privtech - a New Government-Focused Privacy-First Identity Technology (GlobeNewswire)
Sep-12-22 08:55AM	Trust Stamp Announces $1.5 Million Private Placement (GlobeNewswire) -16.22%
Sep-07-22 08:30AM	Trust Stamp to Present at the H.C. Wainwright 24th Annual Global Investment Conference (GlobeNewswire) -13.95%
Aug-22-22 04:45PM	Trust Stamp reports financial results and provides business update for the second quarter and first half of 2022 (GlobeNewswire) -12.57%
Aug-10-22 12:16PM	Trust Stamp to Present at the Q3 Investor Summit on August 16th (Newsfile)
Jul-13-22 08:30AM	Trust Stamp Receives Notice of Allowance for U.S Patent Related to its Biometric Authentication Technology (GlobeNewswire)
Jun-16-22 08:30AM	Trust Stamp to attend the Commonwealth Business Forum in Rwanda (GlobeNewswire)
Jun-07-22 08:30AM	Trust Stamps MetaPresence Vault is coming soon: join the waitlist (GlobeNewswire)
Jun-02-22 08:30AM	Trust Stamp CEO invited to speak at Money20/20 Europe (GlobeNewswire)
May-31-22 08:30AM	Trust Stamp to Present at the LD Micro Invitational XII on June 8th (Newsfile)
May-19-22 08:30AM	Trust Stamp partners with IdRamp to transform multi-factor biometric authentication (GlobeNewswire) -5.10%
May-17-22 09:21AM	Trust Stamp partners with letus to deliver world-class security in the rental space (GlobeNewswire)
May-13-22 12:50PM	Trust Stamp to Present at Microcap Rodeos Spring into Action Best Ideas Virtual Conference on May 17th (ACCESSWIRE) +18.33%
07:00AM	Trust Stamp announces record revenue and gross profit for Q1 2022; revenue increases 430% over the same period last year (GlobeNewswire)
May-10-22 07:00AM	Trust Stamp signs MoU with the African Institute for Mathematical Sciences (GlobeNewswire) -8.21%
May-02-22 08:30AM	Trust Stamp Signs MOU with Malta Enterprise and Plug and Play (GlobeNewswire) -24.51%
Apr-28-22 08:00AM	Trust Stamp Launches Biometric Multi-Factor Authentication Solution (GlobeNewswire) +123.81%
Apr-25-22 07:30AM	Trust Stamp to Present at Investor Summit Group's Q2 In-Person Conference on May 4th in NYC (Newsfile)
Apr-20-22 08:30AM	Trust Stamp CEO to Speak at Rutgers Law Fintech and Blockchain Collaboratory (GlobeNewswire)
Apr-12-22 03:38PM	Trust Stamp announces record revenue for both Q4 and full-year 2021 with Trust Stamps momentum continuing into 2022 (GlobeNewswire) +30.99%
Apr-11-22 04:00AM	Trust Stamp Announces Winners of Trusted Rwanda Hackathon (GlobeNewswire)
Mar-11-22 01:39PM	Trust Stamp and VIVA Finance Partner to Transform Inclusive Finance (Business Wire)
Feb-24-22 08:30AM	Trust Stamp Launches Privacy-First Identity Orchestration Platform (GlobeNewswire)
Feb-22-22 08:30AM	Trust Stamp Advances Innovative R&D with IP and Personnel Growth (GlobeNewswire)
Feb-09-22 08:30AM	Trust Stamp Receives Funding Commitment for Next Generation Medical QR Code (GlobeNewswire)

T Stamp, Inc. engages in the provision of identity verification services to facilitate Internet-mediated economic and social transactions. It guards against identity theft and friendly-fraud by providing a secure digital token verifying the user's photograph, identity and trustworthiness. The company was founded by Gareth Genner, Andrew Gowasack, Catherine Lambert and Mike Lindenau in 2015 and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Allen Joshua	Executive Vice President	Mar 05 '24	Option Exercise	0.00	3,389	0	12,757	May 01 10:37 AM
McClintock William	Director	Mar 05 '24	Option Exercise	0.00	9,252	0	22,968	Apr 29 12:23 PM
Genner Gareth Neville	Chief Executive Officer	Mar 05 '24	Option Exercise	0.00	2,839	0	172,302	Apr 29 08:46 AM
Gowasack Andrew Carl	President	Mar 05 '24	Option Exercise	0.00	4,333	0	258,808	Apr 26 08:12 AM
Ming Tracy	Financial Controller	Mar 05 '24	Option Exercise	0.00	3,399	0	16,729	Apr 26 06:49 AM
Valdes Alexander	Chief Financial Officer	Mar 05 '24	Option Exercise	0.00	3,495	0	78,631	Apr 26 06:27 AM
Gowasack Andrew Carl	President	May 25 '23	Option Exercise	14.72	15,516	228,392	253,744	Jun 21 07:52 AM
Valdes Alexander	Chief Financial Officer	May 25 '23	Option Exercise	14.60	10,979	160,323	74,341	Jun 21 07:53 AM
Genner Gareth Neville	Chief Executive Officer	May 25 '23	Option Exercise	15.04	9,023	135,710	168,428	Jun 21 07:53 AM
Allen Joshua	Executive Vice President	May 25 '23	Option Exercise	13.10	7,036	92,168	7,036	Jun 21 07:57 AM

Open in Screener

GLPI

Gaming and Leisure Properties Inc

May 06 • 04:00PM ET

43.65

Dollar change +0.45
Percentage change 1.04	%

Real Estate • REIT - Specialty • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

GLPI Gaming and Leisure Properties Inc daily Stock Chart

Held by: VNQ VTI IJH VB VBR VXF SCHH IJJ IJK IWR

Index	-	P/E	16.09	EPS (ttm)	2.71	Insider Own	4.41%	Shs Outstand	270.92M	Perf Week	1.04%
Market Cap	11.85B	Forward P/E	14.72	EPS next Y	2.97	Insider Trans	-0.73%	Shs Float	259.52M	Perf Month	-3.34%
Income	724.98M	PEG	5.69	EPS next Q	0.72	Inst Own	92.13%	Short Float	1.85%	Perf Quarter	-2.31%
Sales	1.46B	P/S	8.11	EPS this Y	2.53%	Inst Trans	2.79%	Short Ratio	3.32	Perf Half Y	-5.01%
Book/sh	15.20	P/B	2.87	EPS next Y	4.40%	ROA	6.33%	Short Interest	4.80M	Perf Year	-13.65%
Cash/sh	2.04	P/C	21.36	EPS next 5Y	2.83%	ROE	18.37%	52W Range	41.80 - 51.43	Perf YTD	-11.55%
Dividend Est.	3.03 (6.95%)	P/FCF	11.99	EPS past 5Y	11.88%	ROI	6.84%	52W High	-15.13%	Beta	0.98
Dividend TTM	2.94 (6.74%)	Quick Ratio	-	Sales past 5Y	6.47%	Gross Margin	79.67%	52W Low	4.43%	ATR (14)	0.82
Dividend Ex-Date	Mar 14, 2024	Current Ratio	-	EPS Y/Y TTM	-6.76%	Oper. Margin	72.36%	RSI (14)	49.80	Volatility	2.12% 1.87%
Employees	18	Debt/Eq	1.67	Sales Y/Y TTM	8.08%	Profit Margin	49.62%	Recom	1.83	Target Price	53.18
Option/Short	Yes / Yes	LT Debt/Eq	1.57	EPS Q/Q	-8.11%	Payout	104.66%	Rel Volume	0.80	Prev Close	43.20
Sales Surprise	2.05%	EPS Surprise	-8.47%	Sales Q/Q	5.84%	Earnings	Apr 25 AMC	Avg Volume	1.45M	Price	43.65
SMA20	0.97%	SMA50	-2.11%	SMA200	-5.46%	Trades		Volume	1,157,359	Change	1.04%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-14-23	Downgrade	JP Morgan	Overweight → Neutral	$48
Dec-11-23	Downgrade	Mizuho	Buy → Neutral	$50 → $47
Dec-08-23	Initiated	Goldman	Neutral	$51
Oct-03-23	Initiated	Wedbush	Outperform	$51
Sep-21-23	Initiated	Wells Fargo	Equal Weight	$50
Jul-05-23	Downgrade	Deutsche Bank	Buy → Hold	$60 → $52
Jun-14-23	Initiated	Exane BNP Paribas	Outperform	$63
Mar-09-23	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Jan-11-23	Upgrade	Truist	Hold → Buy	$54 → $60
Jan-09-23	Downgrade	Raymond James	Strong Buy → Outperform	$57 → $55
Sep-23-22	Initiated	JMP Securities	Mkt Outperform	$53
Sep-19-22	Initiated	RBC Capital Mkts	Outperform	$54
Jan-20-22	Initiated	Berenberg	Buy	$54
Jan-13-22	Upgrade	Truist	Hold → Buy	$57 → $51
Jan-10-22	Downgrade	BofA Securities	Buy → Underperform
Dec-15-21	Downgrade	Scotiabank	Sector Outperform → Sector Perform
Sep-02-21	Initiated	CapitalOne	Overweight	$54
Aug-04-21	Upgrade	UBS	Neutral → Buy	$42 → $54
Jun-15-21	Initiated	Wolfe Research	Peer Perform	$52
Apr-21-21	Initiated	Citigroup	Buy	$50

Show Previous Ratings

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Apr-30-24 08:26AM	Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-29-24 11:36AM	RBC Capital Adjusts Gaming and Leisure Properties' PT to $47 From $49, Keeps Outperform Rating (MT Newswires)
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Apr-27-24 03:12AM	Gaming and Leisure Properties Inc (GLPI) (Q1 2024) Earnings Call Transcript Highlights: ... (GuruFocus.com)
02:00AM	Q1 2024 Gaming and Leisure Properties Inc Earnings Call (Thomson Reuters StreetEvents)
01:07AM	Decoding Gaming and Leisure Properties Inc (GLPI): A Strategic SWOT Insight (GuruFocus.com)
Apr-26-24 03:11PM	Gaming and Leisure Properties Inc (GLPI) Q1 2024 Earnings: A Close Look at Financial ... (GuruFocus.com)
Apr-25-24 05:31PM	Gaming and Leisure Properties Q1 Adjusted Funds From Operations Unchanged, Revenue Rises (MT Newswires)
05:30PM	Gaming and Leisure Properties (GLPI) Misses Q1 FFO Estimates (Zacks)
04:27PM	Gaming and Leisure Properties: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Gaming and Leisure Properties Reports First Quarter 2024 Results and Updates 2024 Full Year Guidance (GlobeNewswire)
Apr-24-24 08:00AM	Gaming and Leisure Properties Appoints Debra Martin Chase to Board of Directors (GlobeNewswire)
Apr-08-24 11:30AM	Gaming and Leisure Properties, Inc. Schedules First Quarter 2024 Earnings Release and Conference Call (GlobeNewswire)
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Mar-18-24 10:00AM	VICI Properties: A Value Grab in an Overpriced Market (GuruFocus.com)
Mar-13-24 04:30PM	The 7 Most Undervalued Mid-Cap Stocks to Buy in March 2024 (InvestorPlace)
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Feb-29-24 08:46AM	Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Q4 2023 Earnings Call Transcript (Insider Monkey)
02:33AM	Q4 2023 Gaming and Leisure Properties Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-28-24 02:12PM	Gaming and Leisure Properties Inc Reports Record Earnings and Sets Positive Outlook for 2024 (GuruFocus.com)
12:07AM	Decoding Gaming and Leisure Properties Inc (GLPI): A Strategic SWOT Insight (GuruFocus.com)
Feb-27-24 05:35PM	Gaming and Leisure Properties (GLPI) Meets Q4 FFO Estimates (Zacks)
04:43PM	Gaming and Leisure Properties: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Gaming and Leisure Properties, Inc. Reports Record Fourth Quarter Results, Establishes 2024 Guidance and Announces 2024 First Quarter Dividend of $0.76 Per Share (GlobeNewswire)
Feb-09-24 09:35AM	Q4 2023 Boyd Gaming Corp Earnings Call (Thomson Reuters StreetEvents)
Feb-06-24 05:33PM	Gaming and Leisure Properties Acquires Real Estate Assets of Tioga Downs Casino Resort for $175 Million (GlobeNewswire)
Feb-01-24 11:44AM	Is Trump Betting on Nevada Real Estate Before the Primary? The Inside Scoop (Benzinga)
Jan-25-24 08:00AM	Gaming and Leisure Properties, Inc. Schedules Fourth Quarter 2023 Earnings Release and Conference Call (GlobeNewswire)
Jan-19-24 07:00AM	Gaming and Leisure Properties Inc. Announces 2023 Distribution Tax Treatment (GlobeNewswire)
11:02AM	Loading…
Jan-06-24 11:02AM	Insider Sell: SVP, Chief Investment Officer Matthew Demchyk Sells 25,391 Shares of Gaming and ... (GuruFocus.com)
Dec-28-23 06:25PM	Best Casinos in Each of 30 Biggest Cities in the US (Insider Monkey)
Dec-27-23 12:00PM	Gaming and Leisure Properties (GLPI) Upgraded to Buy: Here's What You Should Know (Zacks)
Dec-06-23 11:13AM	Hedge Funds are Betting on These 14 Sliding Stocks (Insider Monkey)
Nov-22-23 04:15PM	Gaming and Leisure Properties, Inc. Declares Fourth Quarter 2023 Cash Dividend of $0.73 Per Share (GlobeNewswire)
Nov-16-23 11:43AM	Gaming and Leisure Properties Applauds Major League Baseball's Landmark Decision to Bring the MLB Athletics to Las Vegas (GlobeNewswire)
Nov-15-23 05:14PM	Gaming and Leisure Properties Announces Pricing of $400,000,000 of 6.750% Senior Notes Due 2033 (GlobeNewswire)
Oct-29-23 03:35PM	Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-28-23 01:25AM	Q3 2023 Gaming and Leisure Properties Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-27-23 05:42PM	Gaming and Leisure Properties Inc (GLPI) Announces Q3 2023 Earnings and Updates Full Year Guidance (GuruFocus.com)
Oct-26-23 07:30PM	Here's What Key Metrics Tell Us About Gaming and Leisure Properties (GLPI) Q3 Earnings (Zacks)
06:30PM	Gaming and Leisure Properties (GLPI) Q3 FFO Match Estimates (Zacks)
05:24PM	Gaming and Leisure Properties: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Gaming And Leisure Properties Reports Record Third Quarter 2023 Results And Updates 2023 Full Year Guidance (GlobeNewswire)
Oct-25-23 06:55AM	Q3 2023 Boyd Gaming Corp Earnings Call (Thomson Reuters StreetEvents)
06:22AM	5 Large-Cap Stocks to Buy Ahead of Q3 Earnings This Week (Zacks)
Oct-16-23 04:00PM	Gaming and Leisure Properties, Inc. Schedules Third Quarter 2023 Earnings Release and Conference Call (GlobeNewswire)
11:40AM	CDP vs. GLPI: Which Stock Is the Better Value Option? (Zacks)
Oct-11-23 07:52PM	BlackRock Pulls the Trigger on These 2 High-Yield Dividend Stocks Including One With 9% Yield (TipRanks)
Oct-10-23 05:29PM	7 High-Yield Dividend Stocks That Get the Analyst Thumbs Up (InvestorPlace)
Oct-09-23 05:46PM	15 Best Casino Stocks To Buy Heading Into 2024 (Insider Monkey)
Sep-29-23 11:40AM	CDP or GLPI: Which Is the Better Value Stock Right Now? (Zacks)
Sep-28-23 10:50AM	5 Casino Stocks that Pay Dividends (Insider Monkey)
Sep-20-23 04:30PM	Gaming and Leisure Properties, Inc. Mourns the Loss of Board Member JoAnne A. Epps (GlobeNewswire)
Sep-14-23 07:20AM	Analysing Gaming and Leisure Properties Inc's Dividend Profile (GuruFocus.com)
Sep-04-23 11:40AM	ESRT vs. GLPI: Which Stock Is the Better Value Option? (Zacks)
Sep-01-23 06:51PM	Blackstone and Airbnb Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400 and S&P SmallCap 600 (PR Newswire)
Aug-31-23 08:00AM	Gaming and Leisure Properties, Inc. Declares an Increased Third Quarter 2023 Cash Dividend of $0.73 Per Share (GlobeNewswire)
Aug-29-23 04:39PM	Gaming and Leisure Properties Acquires Land Under the Hard Rock Casino in Rockford, IL for $100 Million, Enters into 99-Year Ground Lease with Tenant (GlobeNewswire)
Aug-17-23 11:40AM	ESRT or GLPI: Which Is the Better Value Stock Right Now? (Zacks)
Jul-27-23 06:05PM	Gaming and Leisure Properties (GLPI) Tops Q2 FFO and Revenue Estimates (Zacks)
04:57PM	Gaming and Leisure Properties: Q2 Earnings Snapshot (AP Finance)
04:15PM	Gaming and Leisure Properties Reports Record Second Quarter 2023 Results and Updates 2023 Full Year Guidance (GlobeNewswire)
Jul-20-23 06:55AM	Q2 2023 Las Vegas Sands Corp Earnings Call (Thomson Reuters StreetEvents)
05:59AM	Is This Casino REIT's Higher Yield Worth the Added Risk? (Motley Fool)
Jul-18-23 11:40AM	SHO or GLPI: Which Is the Better Value Stock Right Now? (Zacks)
Jul-12-23 01:53PM	Deutsche Bank Downgrades Two Gaming REITs Should You Gamble On Owning Them In Your Portfolio? (Benzinga)
Jul-06-23 08:00AM	Gaming And Leisure Properties, Inc. Schedules Second Quarter 2023 Earnings Release And Conference Call (GlobeNewswire)
Jun-28-23 07:00AM	Reasons to Sell Gaming and Leisure Properties (GLPI) (Insider Monkey)
Jun-27-23 11:40AM	BDN or GLPI: Which Is the Better Value Stock Right Now? (Zacks)
Jun-01-23 07:00AM	Gaming and Leisure Properties, Inc. Declares Second Quarter 2023 Cash Dividend of $0.72 Per Share (GlobeNewswire)
May-05-23 10:52AM	Q1 2023 Red Rock Resorts Inc Earnings Call (Thomson Reuters StreetEvents)
May-02-23 08:47AM	Q1 2023 MGM Resorts International Earnings Call (Thomson Reuters StreetEvents)
Apr-29-23 02:02AM	Q1 2023 Gaming and Leisure Properties Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-27-23 06:45PM	Gaming and Leisure Properties (GLPI) Beats Q1 FFO and Revenue Estimates (Zacks)
05:38PM	Gaming and Leisure Properties: Q1 Earnings Snapshot (AP Finance)
04:15PM	Gaming and Leisure Properties Reports Record First Quarter 2023 Results and Updates 2023 Full Year Guidance (GlobeNewswire)
Apr-20-23 06:26AM	Q1 2023 Las Vegas Sands Corp Earnings Call (Thomson Reuters StreetEvents)
Apr-15-23 08:59AM	3 Dividend Stocks to Buy That Have a High Return on Equity (InvestorPlace)
Apr-11-23 10:00AM	Gaming and Leisure Properties, Inc. Schedules First Quarter 2023 Earnings Release and Conference Call (GlobeNewswire)
Mar-14-23 08:17AM	Is Gaming and Leisure Properties (GLPI) a Recession-Proof Stock? (Insider Monkey)
Mar-11-23 08:02AM	Up 10% in a Bear Market, Is This High-Performing Dividend Stock Still a Buy? (Motley Fool)
Mar-07-23 12:49PM	Gaming And Leisure Properties REIT Climbs Higher (Benzinga)
Mar-06-23 01:29PM	Top REITs for March 2023 (Investopedia)
Mar-04-23 07:29AM	Independent Director Evan Urdang Just Bought A Handful Of Shares In Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) (Simply Wall St.)
Mar-02-23 01:02PM	What is the Best High-Yield Dividend Stock to Buy Now? Our 7 Top Picks (InvestorPlace)
Feb-26-23 05:46PM	Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Q4 2022 Earnings Call Transcript (Insider Monkey)
Feb-25-23 07:13AM	Gaming and Leisure Properties Full Year 2022 Earnings: EPS Beats Expectations (Simply Wall St.)
01:06AM	Q4 2022 Gaming and Leisure Properties Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-23-23 07:10PM	Gaming and Leisure Properties (GLPI) Matches Q4 FFO Estimates (Zacks)
04:15PM	Gaming and Leisure Properties, Inc. Reports Record Fourth Quarter Results, Establishes 2023 Guidance and Announces 2023 First Quarter Dividend of $0.72 per Share and Special Dividend of $0.25 per Share (GlobeNewswire)
Feb-02-23 10:00AM	Gaming and Leisure Properties, Inc. Schedules Fourth Quarter 2022 Earnings Release and Conference Call (GlobeNewswire)
Jan-29-23 08:16AM	Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) insiders placed bullish bets worth US$702k in the last 12 months (Simply Wall St.)
Jan-25-23 01:33PM	Top REITs (Investopedia)
Jan-20-23 07:00AM	Gaming and Leisure Properties Inc. Announces 2022 Distribution Tax Treatment (GlobeNewswire)
Jan-13-23 04:28PM	Gaming And Leisure Properties REIT Hits All-Time High (Benzinga)
Jan-09-23 11:28AM	Why You Should Invest $100 in BALY Stock Now (InvestorPlace)
Jan-04-23 08:00AM	Gaming and Leisure Properties, Inc. Completes Previously Announced Sale Leaseback Transaction with Ballys for Tiverton, RI and Biloxi, MS Properties (GlobeNewswire)
Dec-29-22 02:59PM	The 5 Best-Performing REITs of 2022 (Benzinga)
Dec-16-22 03:05PM	Two Casino Stocks Stand Out As Inflation Hedges, Las Vegas Plays (Investor's Business Daily)

Gaming & Leisure Properties, Inc. engages in acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements. The company was founded on February 13, 2013 and is headquartered in Wyomissing, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Urdang E Scott	Director	Mar 01 '24	Buy	45.00	2,500	112,500	156,685	Mar 04 05:18 PM
Moore Brandon John	COO, Gen Counsel & Sec	Jan 04 '24	Sale	48.89	26,623	1,301,598	242,414	Jan 05 09:00 AM
Demchyk Matthew	SVP, Chief Investment Officer	Jan 04 '24	Sale	48.87	25,391	1,240,858	57,976	Jan 05 04:18 PM
Ladany Steven	SVP Chief Development Officer	Jan 04 '24	Sale	48.89	14,260	697,171	82,402	Jan 05 04:14 PM
Burke Desiree A.	CFO and Treasurer	Jan 04 '24	Sale	48.87	11,372	555,750	136,338	Jan 05 08:59 AM
Moore Brandon John	COO, Gen Counsel & Sec	Jan 03 '24	Sale	49.19	7,911	389,142	269,037	Jan 05 09:00 AM
Ladany Steven	SVP Chief Development Officer	Jan 03 '24	Sale	49.19	3,650	179,544	96,662	Jan 05 04:14 PM
Burke Desiree A.	CFO and Treasurer	Jan 03 '24	Sale	49.31	1,600	78,896	147,710	Jan 05 08:59 AM
SCHWARTZ BARRY F	Director	Aug 17 '23	Buy	45.83	1,500	68,745	55,323	Aug 18 08:34 AM
SCHWARTZ BARRY F	Director	Aug 11 '23	Buy	47.74	1,000	47,740	53,823	Aug 14 09:19 AM
SCHWARTZ BARRY F	Director	Aug 03 '23	Buy	47.35	1,000	47,350	52,823	Aug 04 06:48 PM

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