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 6.44 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 74.65 - 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 41.06% 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 0.00 Prev Close 105.30
Sales Surprise 5.28% EPS Surprise 5.01% Sales Q/Q 30.23% Earnings May 02 BMO Avg Volume 573.62K Price 105.30
SMA20 6.58% SMA50 3.52% SMA200 10.48% Trades
Volume 0 Change 0.00%
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 → $60
Sep-29-15 Initiated Sidoti
Buy
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InterDigital, Inc. is a global research and development company, which engages in the business of wireless, video, artificial intelligence, and related technologies. It focuses on the design and development of communications, and entertainment products and services. The company was founded by Sherwin I. Seligsohn in 1972 and is headquartered in Wilmington, DE.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
Index - P/E - EPS (ttm) -12.71 Insider Own 62.19% Shs Outstand 8.31M Perf Week -1.29%
Market Cap 25.74M Forward P/E - EPS next Y -4.68 Insider Trans -0.07% Shs Float 3.19M Perf Month 19.14%
Income -124.02M PEG - EPS next Q -2.15 Inst Own 10.82% Short Float 2.50% Perf Quarter 44.55%
Sales 27.56M P/S 0.93 EPS this Y 49.87% Inst Trans - Short Ratio 5.92 Perf Half Y 29.79%
Book/sh 1.84 P/B 1.66 EPS next Y 40.13% ROA -37.55% Short Interest 0.08M Perf Year -53.72%
Cash/sh 2.00 P/C 1.52 EPS next 5Y - ROE -181.57% 52W Range 1.17 - 6.89 Perf YTD 47.34%
Dividend Est. - P/FCF - EPS past 5Y - ROI -36.20% 52W High -55.73% Beta 2.59
Dividend TTM - Quick Ratio 0.71 Sales past 5Y 1496.93% Gross Margin -26.86% 52W Low 160.59% ATR (14) 0.28
Dividend Ex-Date - Current Ratio 0.84 EPS Y/Y TTM 6.44% Oper. Margin -263.55% RSI (14) 59.30 Volatility 13.73% 10.26%
Employees 301 Debt/Eq 21.44 Sales Y/Y TTM 41.51% Profit Margin -450.03% Recom 1.00 Target Price 8.00
Option/Short No / Yes LT Debt/Eq 21.44 EPS Q/Q -110.13% Payout - Rel Volume 0.00 Prev Close 3.05
Sales Surprise -21.08% EPS Surprise -154.72% Sales Q/Q 3.43% Earnings May 09 BMO Avg Volume 13.50K Price 3.05
SMA20 15.26% SMA50 13.33% SMA200 12.46% Trades
Volume 0 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-20-22 Initiated Morgan Stanley
Equal-Weight
$8.50
Jan-04-22 Initiated Deutsche Bank
Buy
$9
Dec-22-21 Initiated Oppenheimer
Outperform
$11
Dec-21-21 Initiated ROTH Capital
Buy
$8
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Local Bounti Corp. operates as an advanced indoor growing facility. It is a premier Controlled Environment Agriculture (CEA) company redefining conversion efficiency and environmental, social and governance standards for indoor agriculture. The company was founded by Travis Joyner and Craig M. Hurlbert in August 2018 and is headquartered in Hamilton, MT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Nelson Mark Joseph Director Apr 15 '24 Sale 2.31 660 1,528 30,388 Apr 17 05:14 PM Nelson Mark Joseph Director Mar 13 '24 Sale 2.59 447 1,159 31,048 Mar 15 05:53 PM VALIASEK KATHLEEN Chief Financial Officer Nov 13 '23 Buy 3.17 800 2,540 273,686 Nov 13 06:35 PM VALIASEK KATHLEEN Chief Financial Officer Nov 10 '23 Buy 2.82 700 1,974 272,886 Nov 13 06:35 PM Vosburg B. David Chief Innovation Officer Nov 09 '23 Sale 3.88 4,250 16,471 106,023 Nov 09 04:53 PM VALIASEK KATHLEEN Chief Financial Officer Nov 06 '23 Buy 2.81 1,000 2,814 272,186 Nov 06 05:25 PM VALIASEK KATHLEEN Chief Financial Officer Nov 03 '23 Buy 2.60 1,000 2,604 271,186 Nov 06 05:25 PM Joyner Travis M. Chief Technology Officer Nov 02 '23 Buy 2.37 4,220 10,000 35,800 Nov 06 05:23 PM VALIASEK KATHLEEN Chief Financial Officer Nov 02 '23 Buy 2.43 4,000 9,739 270,186 Nov 02 07:31 PM FORST EDWARD C Director Nov 01 '23 Buy 1.78 10,000 17,800 46,499 Nov 01 07:39 PM Joyner Travis M. Chief Technology Officer Nov 01 '23 Buy 1.89 5,298 10,000 31,580 Nov 02 07:30 PM VALIASEK KATHLEEN Chief Financial Officer Nov 01 '23 Buy 1.99 2,650 5,267 266,186 Nov 02 07:31 PM Fabrega Anna M. Chief Executive Officer Nov 01 '23 Buy 1.86 1,288 2,402 231,628 Nov 02 07:30 PM Nordby Matthew Director Nov 01 '23 Buy 1.85 1,250 2,312 50,075 Nov 01 07:40 PM Joyner Travis M. Chief Technology Officer Oct 31 '23 Buy 1.37 73,496 100,919 50,290 Nov 01 07:40 PM Hurlbert Craig M. SVP of Strategy Oct 31 '23 Buy 1.35 54,785 73,905 1,177,386 Oct 31 07:16 PM Hurlbert Craig M. SVP of Strategy Oct 31 '23 Buy 1.34 51,403 68,973 205,003 Oct 31 07:16 PM Fabrega Anna M. Chief Executive Officer Oct 31 '23 Buy 1.33 18,801 24,985 230,340 Oct 31 07:15 PM VALIASEK KATHLEEN Chief Financial Officer Oct 31 '23 Buy 1.38 7,000 9,630 263,536 Oct 31 07:14 PM Nelson Mark Joseph Director Oct 13 '23 Sale 1.54 714 1,096 31,495 Oct 17 05:15 PM Nelson Mark Joseph Director Jul 13 '23 Sale 3.07 705 2,164 32,209 Jul 14 04:20 PM Nelson Mark Joseph Director Jun 20 '23 Sale 4.05 1,294 5,241 11,677 Jun 22 05:07 PM
Index DJIA, S&P 500 P/E 65.55 EPS (ttm) 4.21 Insider Own 3.10% Shs Outstand 971.00M Perf Week -0.04%
Market Cap 267.44B Forward P/E 24.89 EPS next Y 11.07 Insider Trans -10.41% Shs Float 940.24M Perf Month -8.70%
Income 4.14B PEG 4.04 EPS next Q 2.37 Inst Own 81.29% Short Float 1.07% Perf Quarter -4.33%
Sales 34.86B P/S 7.67 EPS this Y 19.16% Inst Trans -0.97% Short Ratio 1.78 Perf Half Y 32.44%
Book/sh 61.43 P/B 4.49 EPS next Y 13.04% ROA 4.03% Short Interest 10.10M Perf Year 43.27%
Cash/sh 14.63 P/C 18.84 EPS next 5Y 16.22% ROE 7.01% 52W Range 193.68 - 318.71 Perf YTD 4.75%
Dividend Est. 0.36 (0.13%) P/FCF 28.16 EPS past 5Y 24.06% ROI 5.80% 52W High -13.52% Beta 1.29
Dividend TTM 0.40 (0.15%) Quick Ratio 1.02 Sales past 5Y 21.44% Gross Margin 67.42% 52W Low 42.31% ATR (14) 6.41
Dividend Ex-Date Mar 13, 2024 Current Ratio 1.02 EPS Y/Y TTM 1949.40% Oper. Margin 17.21% RSI (14) 42.55 Volatility 1.95% 2.07%
Employees 72682 Debt/Eq 0.23 Sales Y/Y TTM 11.18% Profit Margin 11.87% Recom 1.65 Target Price 336.93
Option/Short Yes / Yes LT Debt/Eq 0.20 EPS Q/Q 1576.91% Payout 0.00% Rel Volume 0.00 Prev Close 275.63
Sales Surprise 0.70% EPS Surprise 0.89% Sales Q/Q 10.77% Earnings Feb 28 AMC Avg Volume 5.66M Price 275.63
SMA20 -1.09% SMA50 -6.16% SMA200 10.32% Trades
Volume 0 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-21-24 Initiated KeyBanc Capital Markets
Sector Weight
Jan-11-24 Upgrade Robert W. Baird
Neutral → Outperform
$240 → $300
Dec-21-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$290 → $350
Dec-20-23 Downgrade Wells Fargo
Overweight → Equal Weight
$280
Dec-18-23 Upgrade Wolfe Research
Peer Perform → Outperform
$315
Nov-30-23 Reiterated Oppenheimer
Outperform
$250 → $275
Nov-30-23 Reiterated Needham
Buy
$250 → $275
Nov-30-23 Reiterated BMO Capital Markets
Outperform
$252 → $277
Oct-23-23 Downgrade Piper Sandler
Overweight → Neutral
$268 → $232
Sep-15-23 Initiated HSBC Securities
Buy
$267
Jul-31-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$251 → $278
Jun-01-23 Downgrade Societe Generale
Buy → Hold
Mar-02-23 Upgrade Needham
Hold → Buy
$230
Jan-20-23 Downgrade Cowen
Outperform → Market Perform
Jan-18-23 Initiated DA Davidson
Neutral
$150
Jan-13-23 Downgrade Atlantic Equities
Overweight → Neutral
$200 → $140
Jan-11-23 Downgrade Bernstein
Mkt Perform → Underperform
$134 → $119
Dec-08-22 Downgrade Robert W. Baird
Outperform → Neutral
$200 → $150
Dec-02-22 Downgrade Wolfe Research
Outperform → Peer Perform
Nov-17-22 Downgrade Monness Crespi & Hardt
Buy → Neutral
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Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Benioff Marc Chair and CEO May 03 '24 Sale 275.01 15,000 4,125,180 12,677,327 May 06 04:54 PM Benioff Marc Chair and CEO May 02 '24 Sale 271.11 15,000 4,066,627 12,692,327 May 03 04:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer May 01 '24 Sale 268.12 50,051 13,419,732 21,223 May 02 05:30 PM Benioff Marc Chair and CEO May 01 '24 Sale 269.53 15,000 4,043,016 12,707,327 May 02 05:11 PM Harris Parker Co-Founder and CTO, Slack Apr 30 '24 Option Exercise 118.04 4,200 495,768 119,962 May 01 04:47 PM Benioff Marc Chair and CEO Apr 30 '24 Sale 270.92 15,000 4,063,849 12,722,327 May 01 04:40 PM Harris Parker Co-Founder and CTO, Slack Apr 30 '24 Sale 270.93 4,200 1,137,894 115,762 May 01 04:47 PM Benioff Marc Chair and CEO Apr 29 '24 Sale 274.79 15,000 4,121,914 12,737,327 Apr 30 05:28 PM Benioff Marc Chair and CEO Apr 26 '24 Sale 275.07 15,000 4,126,113 12,752,327 Apr 29 05:41 PM Benioff Marc Chair and CEO Apr 25 '24 Sale 271.63 15,000 4,074,497 12,767,327 Apr 26 04:16 PM Benioff Marc Chair and CEO Apr 24 '24 Sale 276.65 15,000 4,149,748 12,782,327 Apr 25 04:25 PM Millham Brian President and COO Apr 24 '24 Sale 278.00 4,204 1,168,712 0 Apr 25 04:29 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Option Exercise 118.04 4,200 495,768 119,962 Apr 24 05:21 PM Benioff Marc Chair and CEO Apr 23 '24 Sale 273.90 15,000 4,108,442 12,797,327 Apr 24 05:14 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 23 '24 Sale 273.15 8,281 2,261,973 18,787 Apr 23 09:37 PM Millham Brian President and COO Apr 23 '24 Sale 273.15 4,241 1,158,438 4,204 Apr 23 09:21 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Sale 273.87 4,200 1,150,243 115,762 Apr 24 05:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 23 '24 Sale 273.15 4,147 1,132,762 71,274 Apr 23 09:24 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Sale 273.15 4,147 1,132,762 115,762 Apr 23 09:26 PM Weaver Amy E President and CFO Apr 23 '24 Sale 273.15 4,096 1,118,831 49,290 Apr 23 09:18 PM Reddy Sundeep G. EVP & Chief Accounting Officer Apr 23 '24 Sale 273.15 2,425 662,394 5,856 Apr 23 09:42 PM Millham Brian President and COO Apr 22 '24 Option Exercise 76.04 14,246 1,083,262 8,445 Apr 23 09:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 22 '24 Option Exercise 39.97 11,148 445,619 75,421 Apr 23 09:24 PM Weaver Amy E President and CFO Apr 22 '24 Option Exercise 0.00 8,155 0 53,386 Apr 23 09:18 PM Harris Parker Co-Founder and CTO, Slack Apr 22 '24 Option Exercise 0.00 8,257 0 119,909 Apr 23 09:26 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 22 '24 Option Exercise 0.00 7,605 0 27,068 Apr 23 09:37 PM Reddy Sundeep G. EVP & Chief Accounting Officer Apr 22 '24 Option Exercise 0.00 2,370 0 8,281 Apr 23 09:42 PM Benioff Marc Chair and CEO Apr 22 '24 Sale 274.03 15,000 4,110,502 12,812,327 Apr 23 04:23 PM Millham Brian President and COO Apr 22 '24 Sale 279.10 5,801 1,619,059 0 Apr 23 09:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 22 '24 Sale 279.10 2,891 806,878 67,164 Apr 23 09:24 PM Benioff Marc Chair and CEO Apr 19 '24 Sale 270.94 15,000 4,064,172 12,827,327 Apr 22 05:48 PM Benioff Marc Chair and CEO Apr 18 '24 Sale 272.59 15,000 4,088,897 12,842,327 Apr 19 04:38 PM Benioff Marc Chair and CEO Apr 17 '24 Sale 276.83 15,000 4,152,411 12,857,327 Apr 18 04:33 PM Harris Parker Co-Founder and CTO, Slack Apr 16 '24 Option Exercise 118.04 4,200 495,768 121,716 Apr 17 06:38 PM Benioff Marc Chair and CEO Apr 16 '24 Sale 275.66 41,394 11,410,612 12,872,327 Apr 17 06:35 PM Harris Parker Co-Founder and CTO, Slack Apr 16 '24 Sale 275.73 10,064 2,774,985 111,652 Apr 17 06:38 PM Weaver Amy E President and CFO Apr 16 '24 Sale 274.77 5,864 1,611,266 45,231 Apr 17 06:40 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 16 '24 Sale 274.77 5,864 1,611,266 67,164 Apr 17 06:44 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 16 '24 Sale 274.77 3,910 1,074,360 19,463 Apr 17 06:46 PM Benioff Marc Chair and CEO Apr 15 '24 Sale 278.06 15,000 4,170,903 12,913,721 Apr 16 05:18 PM Benioff Marc Chair and CEO Apr 12 '24 Sale 295.74 15,000 4,436,045 12,928,721 Apr 15 05:19 PM Benioff Marc Chair and CEO Apr 11 '24 Sale 298.37 15,000 4,475,480 12,943,721 Apr 12 05:09 PM Benioff Marc Chair and CEO Apr 10 '24 Sale 299.42 15,000 4,491,274 12,958,721 Apr 11 05:18 PM Harris Parker Co-Founder and CTO, Slack Apr 09 '24 Option Exercise 118.04 4,200 495,768 110,037 Apr 10 05:05 PM Benioff Marc Chair and CEO Apr 09 '24 Sale 301.74 15,000 4,526,080 12,921,166 Apr 10 05:01 PM Harris Parker Co-Founder and CTO, Slack Apr 09 '24 Sale 301.75 4,200 1,267,364 105,837 Apr 10 05:05 PM Benioff Marc Chair and CEO Apr 08 '24 Sale 302.03 15,000 4,530,433 12,936,166 Apr 09 04:31 PM Benioff Marc Chair and CEO Apr 05 '24 Sale 300.14 15,000 4,502,110 12,951,166 Apr 08 04:22 PM Benioff Marc Chair and CEO Apr 04 '24 Sale 299.97 15,000 4,499,532 12,966,166 Apr 05 04:48 PM Benioff Marc Chair and CEO Apr 03 '24 Sale 305.42 15,000 4,581,232 12,981,166 Apr 04 04:17 PM Harris Parker Co-Founder and CTO, Slack Apr 02 '24 Option Exercise 118.04 4,200 495,768 110,037 Apr 03 04:27 PM Benioff Marc Chair and CEO Apr 02 '24 Sale 300.87 15,000 4,513,113 12,996,166 Apr 03 04:24 PM Harris Parker Co-Founder and CTO, Slack Apr 02 '24 Sale 300.82 4,200 1,263,425 105,837 Apr 03 04:27 PM Millham Brian President and COO Apr 01 '24 Option Exercise 186.51 24,453 4,560,729 24,453 Apr 02 04:17 PM Millham Brian President and COO Apr 01 '24 Sale 302.08 24,453 7,386,863 0 Apr 02 04:17 PM Benioff Marc Chair and CEO Apr 01 '24 Sale 301.72 15,000 4,525,774 13,011,166 Apr 02 04:12 PM Benioff Marc Chair and CEO Mar 28 '24 Sale 301.01 15,000 4,515,164 13,026,166 Mar 29 04:48 PM Benioff Marc Chair and CEO Mar 27 '24 Sale 301.45 15,000 4,521,824 13,041,166 Mar 28 05:42 PM Harris Parker Co-Founder and CTO, Slack Mar 26 '24 Option Exercise 118.04 4,200 495,768 110,037 Mar 27 04:54 PM Benioff Marc Chair and CEO Mar 26 '24 Sale 306.38 15,000 4,595,651 13,056,166 Mar 27 04:46 PM Harris Parker Co-Founder and CTO, Slack Mar 26 '24 Sale 306.50 4,200 1,287,290 105,837 Mar 27 04:54 PM Millham Brian President and COO Mar 26 '24 Sale 307.50 1,663 511,372 0 Mar 27 04:51 PM Benioff Marc Chair and CEO Mar 25 '24 Sale 305.86 15,000 4,587,872 13,071,166 Mar 26 08:59 PM Millham Brian President and COO Mar 25 '24 Sale 305.46 1,679 512,863 1,663 Mar 26 09:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 25 '24 Sale 305.46 942 287,741 61,349 Mar 26 08:40 PM Weaver Amy E President and CFO Mar 25 '24 Sale 305.46 942 287,741 39,416 Mar 26 08:43 PM Harris Parker Co-Founder and CTO, Slack Mar 25 '24 Sale 305.46 942 287,741 105,837 Mar 26 09:09 PM Reddy Sundeep G. EVP & Chief Accounting Officer Mar 25 '24 Sale 305.46 66 20,160 5,911 Mar 26 09:11 PM Millham Brian President and COO Mar 22 '24 Option Exercise 223.63 14,516 3,246,210 14,516 Mar 22 07:56 PM Weaver Amy E President and CFO Mar 22 '24 Option Exercise 193.48 7,075 1,368,839 45,558 Mar 22 08:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Option Exercise 154.14 2,890 445,465 63,306 Mar 22 08:08 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Option Exercise 0.00 1,875 0 62,291 Mar 26 08:40 PM Weaver Amy E President and CFO Mar 22 '24 Option Exercise 0.00 1,875 0 40,358 Mar 26 08:43 PM Millham Brian President and COO Mar 22 '24 Option Exercise 0.00 3,342 0 3,342 Mar 26 09:03 PM Harris Parker Co-Founder and CTO, Slack Mar 22 '24 Option Exercise 0.00 1,875 0 106,779 Mar 26 09:09 PM Reddy Sundeep G. EVP & Chief Accounting Officer Mar 22 '24 Option Exercise 0.00 144 0 5,977 Mar 26 09:11 PM Benioff Marc Chair and CEO Mar 22 '24 Sale 308.36 15,000 4,625,446 13,086,166 Mar 25 04:48 PM Millham Brian President and COO Mar 22 '24 Sale 309.32 14,516 4,490,089 0 Mar 22 07:56 PM Weaver Amy E President and CFO Mar 22 '24 Sale 309.32 7,075 2,188,439 38,483 Mar 22 08:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Sale 309.32 2,890 893,935 60,416 Mar 22 08:08 PM Benioff Marc Chair and CEO Mar 21 '24 Sale 309.64 15,000 4,644,619 13,101,166 Mar 22 05:23 PM Benioff Marc Chair and CEO Mar 20 '24 Sale 304.21 15,000 4,563,184 13,116,166 Mar 21 05:14 PM Harris Parker Co-Founder and CTO, Slack Mar 19 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 20 04:18 PM Benioff Marc Chair and CEO Mar 19 '24 Sale 299.59 15,000 4,493,875 13,131,166 Mar 20 04:11 PM Harris Parker Co-Founder and CTO, Slack Mar 19 '24 Sale 299.60 4,200 1,258,305 104,904 Mar 20 04:18 PM Benioff Marc Chair and CEO Mar 18 '24 Sale 298.88 15,000 4,483,262 13,146,166 Mar 19 05:00 PM Benioff Marc Chair and CEO Mar 15 '24 Sale 296.12 15,000 4,441,747 13,161,166 Mar 18 04:47 PM Benioff Marc Chair and CEO Mar 14 '24 Sale 304.29 15,000 4,564,395 13,176,166 Mar 15 04:07 PM Benioff Marc Chair and CEO Mar 13 '24 Sale 306.23 15,000 4,593,481 13,191,166 Mar 14 04:44 PM Harris Parker Co-Founder and CTO, Slack Mar 12 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 13 04:25 PM Benioff Marc Chair and CEO Mar 12 '24 Sale 306.43 15,000 4,596,444 13,206,166 Mar 13 04:17 PM Harris Parker Co-Founder and CTO, Slack Mar 12 '24 Sale 306.55 4,200 1,287,515 104,904 Mar 13 04:25 PM Benioff Marc Chair and CEO Mar 11 '24 Sale 304.97 15,000 4,574,535 13,221,166 Mar 12 05:26 PM Benioff Marc Chair and CEO Mar 08 '24 Sale 306.22 15,000 4,593,233 13,236,166 Mar 11 04:26 PM Benioff Marc Chair and CEO Mar 07 '24 Sale 303.24 15,000 4,548,670 13,251,166 Mar 08 05:09 PM Benioff Marc Chair and CEO Mar 06 '24 Sale 304.25 15,000 4,563,702 13,266,166 Mar 07 05:17 PM Harris Parker Co-Founder and CTO, Slack Mar 05 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 06 04:37 PM Benioff Marc Chair and CEO Mar 05 '24 Sale 301.77 15,000 4,526,519 13,281,166 Mar 06 04:29 PM Harris Parker Co-Founder and CTO, Slack Mar 05 '24 Sale 302.12 4,200 1,268,896 104,904 Mar 06 04:37 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 04 '24 Option Exercise 154.14 2,890 445,465 63,306 Mar 05 04:56 PM
Index RUT P/E 58.50 EPS (ttm) 0.17 Insider Own 20.81% Shs Outstand 29.36M Perf Week -7.34%
Market Cap 291.26M Forward P/E 34.03 EPS next Y 0.29 Insider Trans 0.04% Shs Float 23.29M Perf Month -8.47%
Income 5.12M PEG 14.63 EPS next Q -0.01 Inst Own 66.93% Short Float 4.97% Perf Quarter -23.12%
Sales 491.41M P/S 0.59 EPS this Y 55.45% Inst Trans -5.47% Short Ratio 4.34 Perf Half Y 1.97%
Book/sh 0.50 P/B 19.67 EPS next Y 24.00% ROA 2.06% Short Interest 1.16M Perf Year -6.99%
Cash/sh 1.14 P/C 8.62 EPS next 5Y 4.00% ROE 53.42% 52W Range 7.12 - 14.36 Perf YTD -5.57%
Dividend Est. - P/FCF 119.37 EPS past 5Y - ROI 2.91% 52W High -31.48% Beta 1.19
Dividend TTM - Quick Ratio 0.70 Sales past 5Y 5.23% Gross Margin 13.34% 52W Low 38.20% ATR (14) 0.35
Dividend Ex-Date - Current Ratio 0.75 EPS Y/Y TTM 17.71% Oper. Margin 2.51% RSI (14) 31.17 Volatility 3.52% 2.95%
Employees 5000 Debt/Eq 12.73 Sales Y/Y TTM 8.73% Profit Margin 1.04% Recom 1.50 Target Price 17.00
Option/Short Yes / Yes LT Debt/Eq 10.97 EPS Q/Q -1.20% Payout 0.00% Rel Volume 0.00 Prev Close 9.84
Sales Surprise 0.47% EPS Surprise -33.99% Sales Q/Q 4.66% Earnings May 08 AMC Avg Volume 266.90K Price 9.84
SMA20 -5.38% SMA50 -14.98% SMA200 -2.98% Trades
Volume 0 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-12-24 Upgrade The Benchmark Company
Hold → Buy
$15
Oct-24-23 Initiated Lake Street
Buy
$11
Oct-17-23 Initiated Craig Hallum
Buy
$15
Oct-03-23 Initiated The Benchmark Company
Hold
Dec-11-19 Downgrade Piper Jaffray
Overweight → Neutral
Nov-05-19 Reiterated Maxim Group
Hold
$4 → $5
Jul-31-19 Reiterated Maxim Group
Hold
$8 → $4
May-08-19 Downgrade Maxim Group
Buy → Hold
$11 → $8
Feb-26-19 Reiterated Maxim Group
Buy
$12 → $11
Oct-10-18 Upgrade Maxim Group
Hold → Buy
$13 → $15
May-09-18 Reiterated Maxim Group
Hold
$12 → $13
Apr-16-18 Reiterated Maxim Group
Hold
$13 → $12
Dec-04-17 Reiterated Maxim Group
Hold
$12 → $13
Sep-28-17 Upgrade Piper Jaffray
Neutral → Overweight
Aug-04-17 Reiterated Maxim Group
Hold
$13 → $11
Jul-21-17 Downgrade Maxim Group
Buy → Hold
$13
May-31-17 Upgrade Maxim Group
Hold → Buy
$13
May-03-17 Downgrade Maxim Group
Buy → Hold
$16 → $13
Nov-22-16 Reiterated Maxim Group
Buy
$14 → $16
Nov-07-16 Upgrade Maxim Group
Hold → Buy
$14
Show Previous Ratings
Apr-26-24 09:42AM
(Nation's Restaurant News)
Apr-19-24 09:45AM
(Nation's Restaurant News)
Apr-17-24 04:05PM
Apr-12-24 10:09AM
(Nation's Restaurant News)
Apr-08-24 05:14AM
06:58AM
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Apr-04-24 06:58AM
Mar-29-24 08:17AM
Mar-28-24 05:07AM
Mar-15-24 06:30PM
Mar-14-24 02:15PM
(Nation's Restaurant News)
Mar-12-24 06:00AM
(Nation's Restaurant News)
Mar-11-24 08:50AM
Mar-08-24 12:02PM
11:55AM
(Nation's Restaurant News)
10:55AM
06:46AM
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06:46AM
(Thomson Reuters StreetEvents)
Mar-07-24 10:36PM
09:53PM
07:40PM
05:10PM
(Associated Press Finance)
04:12PM
04:05PM
Mar-06-24 12:00PM
02:01AM
12:51AM
Mar-05-24 01:52PM
(Nation's Restaurant News)
12:56PM
08:43AM
Feb-23-24 08:50AM
Feb-20-24 04:05PM
04:41PM
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Feb-19-24 04:41PM
Feb-17-24 12:02AM
Feb-14-24 03:07AM
Feb-12-24 08:00AM
Feb-02-24 08:50AM
Jan-24-24 06:00AM
(Nation's Restaurant News)
Jan-23-24 04:14PM
01:11PM
Jan-22-24 12:49PM
(Nation's Restaurant News)
10:58AM
Jan-17-24 04:07PM
Jan-15-24 07:02AM
Jan-12-24 08:50AM
Jan-09-24 12:47PM
12:15PM
(Nation's Restaurant News)
Jan-08-24 07:00AM
Jan-03-24 08:00AM
Dec-22-23 01:34AM
Dec-20-23 09:40AM
Nov-27-23 07:59AM
Nov-20-23 09:40AM
Nov-17-23 12:16PM
(Nation's Restaurant News)
Nov-16-23 08:50AM
Nov-15-23 09:55AM
(Nation's Restaurant News)
Nov-07-23 09:30AM
Nov-03-23 04:59PM
03:13PM
06:00AM
(Nation's Restaurant News)
Nov-02-23 06:38PM
03:27PM
Nov-01-23 04:43PM
(Associated Press Finance)
04:15PM
04:05PM
09:40AM
Oct-31-23 08:50AM
04:33AM
Oct-30-23 02:46PM
(Nation's Restaurant News) +5.90%
Oct-26-23 10:02AM
09:40AM
Oct-18-23 09:16AM
(Nation's Restaurant News)
03:05AM
Oct-17-23 09:47AM
Oct-11-23 09:00AM
Oct-03-23 09:54AM
Sep-12-23 09:23AM
Aug-28-23 09:00AM
Aug-20-23 03:22PM
Aug-18-23 05:16PM
03:10AM
Aug-15-23 05:15PM
Aug-09-23 02:20PM
(American City Business Journals)
Aug-08-23 01:55PM
Aug-07-23 09:06AM
Aug-04-23 11:24AM
10:43AM
(Thomson Reuters StreetEvents)
Aug-03-23 06:27PM
06:15PM
05:14PM
04:05PM
Aug-01-23 08:01AM
Jul-28-23 06:28AM
Jul-20-23 09:32AM
Jul-19-23 09:00AM
Jul-14-23 08:32AM
Jul-13-23 09:00AM
Jul-11-23 08:25AM
Jun-12-23 09:01AM
08:30AM
Jun-08-23 06:30AM
Jun-07-23 01:27PM
Potbelly Corp. engages in the owning and operating of sandwich restaurants. It offers toasty sandwiches, signature salads, and other fresh menu items. The company was founded in 1977 and is headquartered in Chicago, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Noyes Adam SVP, Chief Operating Officer Apr 30 '24 Option Exercise 0.00 75,630 0 342,698 May 02 07:55 PM Cirulis Steven SVP, Chief Financial Officer Apr 30 '24 Option Exercise 0.00 50,420 0 354,690 May 02 07:55 PM Douglas Jeffrey SVP, Chief Information Officer Apr 30 '24 Option Exercise 0.00 42,016 0 167,930 May 02 07:54 PM Dixon Adiya SVP, CLO and Secretary Apr 30 '24 Option Exercise 0.00 50,420 0 111,873 May 02 07:55 PM Wright Robert D. President and CEO Mar 15 '24 Buy 11.62 1,750 20,335 728,045 Mar 15 05:31 PM Cirulis Steven SVP, Chief Financial Officer Mar 12 '24 Buy 11.65 1,000 11,650 315,683 Mar 14 06:34 PM Wright Robert D. President and CEO Aug 25 '23 Buy 7.68 3,254 24,991 683,486 Aug 28 05:14 PM Cirulis Steven SVP, Chief Financial Officer Aug 25 '23 Buy 7.76 1,805 14,007 317,613 Aug 28 05:14 PM Wright Robert D. President and CEO May 09 '23 Buy 8.35 5,988 50,000 691,746 May 09 08:28 PM Cirulis Steven SVP, Chief Financial Officer May 09 '23 Buy 8.35 3,117 26,027 327,077 May 11 04:24 PM Near David Director May 09 '23 Buy 7.99 3,125 24,969 104,434 May 11 04:25 PM Dixon Adiya SVP, CLO and Secretary May 09 '23 Buy 8.24 2,421 19,949 67,940 May 09 08:28 PM Douglas Jeffrey SVP, Chief Information Officer May 09 '23 Sale 8.18 11,197 91,591 135,988 May 11 04:25 PM
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 3.55 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 31.75 - 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 1.31
Dividend TTM 1.20 (2.47%) Quick Ratio - Sales past 5Y 8.18% Gross Margin - 52W Low 53.04% 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 0.00 Prev Close 48.59
Sales Surprise 0.07% EPS Surprise 4.86% Sales Q/Q -21.71% Earnings Apr 16 AMC Avg Volume 477.33K Price 48.59
SMA20 7.94% SMA50 9.96% SMA200 15.28% Trades
Volume 0 Change 0.00%
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
Apr-25-24 04:00PM
Apr-19-24 03:09AM
Apr-17-24 12:04PM
08:31AM
09:53PM
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Apr-16-24 09:53PM
06:30PM
05:31PM
05:15PM
04:12PM
(Associated Press Finance)
04:00PM
Apr-11-24 09:15AM
Apr-09-24 10:00AM
Mar-27-24 09:12AM
Mar-26-24 04:15PM
12:00PM
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Mar-07-24 12:00PM
Feb-27-24 10:48AM
Feb-23-24 12:00PM
Feb-22-24 11:27PM
Feb-15-24 11:30AM
Feb-12-24 11:33AM
Jan-25-24 04:15PM
Jan-18-24 08:22AM
Jan-17-24 02:08PM
06:43AM
(Thomson Reuters StreetEvents)
Jan-16-24 06:00PM
05:15PM
04:43PM
04:23PM
(Associated Press Finance)
04:00PM
11:28AM
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Jan-10-24 11:28AM
Jan-09-24 04:53PM
Jan-05-24 12:10PM
Jan-03-24 04:00PM
Dec-26-23 04:15PM
Nov-16-23 11:30AM
Oct-26-23 04:15PM
Oct-19-23 08:26AM
Oct-18-23 03:51PM
02:19PM
02:05PM
07:20AM
(Thomson Reuters StreetEvents)
Oct-17-23 06:00PM
05:25PM
04:15PM
(Associated Press Finance)
04:00PM
Oct-11-23 10:00AM
Oct-10-23 10:00AM
Oct-02-23 09:13AM
Sep-26-23 09:20AM
Sep-05-23 10:00AM
Aug-17-23 11:30AM
Aug-01-23 06:00AM
Jul-27-23 04:15PM
Jul-21-23 07:00AM
(American City Business Journals)
Jul-19-23 10:49AM
10:39AM
(Thomson Reuters StreetEvents)
Jul-18-23 05:30PM
05:15PM
04:11PM
04:00PM
Jul-12-23 10:00AM
Jul-11-23 10:00AM
Jun-27-23 09:15AM
Jun-21-23 08:00PM
Jun-14-23 08:46AM
06:26AM
May-17-23 03:57PM
Apr-27-23 05:30PM
01:03AM
Apr-26-23 08:00PM
06:26AM
Apr-19-23 05:26PM
(The Wall Street Journal)
09:47AM
09:37AM
(Thomson Reuters StreetEvents)
Apr-18-23 05:15PM
04:07PM
04:00PM
Apr-12-23 10:00AM
Apr-11-23 10:00AM
Mar-28-23 09:25AM
Mar-24-23 10:49AM
Feb-25-23 09:22AM
Jan-29-23 07:33AM
Jan-26-23 09:20AM
Jan-20-23 10:54AM
Jan-19-23 01:41PM
08:33AM
Jan-18-23 09:38AM
Jan-17-23 05:35PM
04:00PM
Jan-10-23 10:00AM
Jan-05-23 09:40AM
Dec-27-22 09:15AM
Dec-15-22 09:35AM
Dec-14-22 08:42AM
Dec-06-22 09:40AM
08:49AM
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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
Index RUT P/E - EPS (ttm) -0.09 Insider Own 2.00% Shs Outstand 117.03M Perf Week 5.93%
Market Cap 2.41B Forward P/E 32.68 EPS next Y 0.63 Insider Trans 197.82% Shs Float 115.19M Perf Month -4.47%
Income -11.00M PEG - EPS next Q 0.03 Inst Own 99.79% Short Float 2.73% Perf Quarter -1.39%
Sales 3.83B P/S 0.63 EPS this Y -41.98% Inst Trans - Short Ratio 4.44 Perf Half Y 12.36%
Book/sh 4.95 P/B 4.15 EPS next Y 261.14% ROA -0.58% Short Interest 3.15M Perf Year 7.65%
Cash/sh 0.06 P/C 344.90 EPS next 5Y 41.50% ROE -1.89% 52W Range 16.94 - 24.33 Perf YTD -11.69%
Dividend Est. - P/FCF - EPS past 5Y -49.92% ROI -1.02% 52W High -15.58% Beta 1.08
Dividend TTM - Quick Ratio 1.17 Sales past 5Y 7.68% Gross Margin 20.94% 52W Low 21.25% ATR (14) 0.75
Dividend Ex-Date - Current Ratio 1.14 EPS Y/Y TTM -120.60% Oper. Margin 1.25% RSI (14) 53.43 Volatility 3.70% 3.77%
Employees 8432 Debt/Eq 0.98 Sales Y/Y TTM -14.78% Profit Margin -0.29% Recom 2.94 Target Price 20.27
Option/Short Yes / Yes LT Debt/Eq 0.86 EPS Q/Q - Payout 0.00% Rel Volume 0.00 Prev Close 20.54
Sales Surprise -1.78% EPS Surprise 21.26% Sales Q/Q -9.60% Earnings May 02 BMO Avg Volume 708.17K Price 20.54
SMA20 2.52% SMA50 -0.08% SMA200 0.99% Trades
Volume 0 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
May-03-24 Reiterated TD Cowen
Hold
$19 → $20
Feb-09-24 Reiterated TD Cowen
Market Perform
$16.50 → $19.50
Feb-08-24 Downgrade BofA Securities
Buy → Neutral
Jan-10-24 Downgrade Vertical Research
Buy → Hold
Oct-11-23 Downgrade JP Morgan
Neutral → Underweight
$17 → $16
Aug-31-23 Downgrade Susquehanna
Neutral → Negative
$19 → $14
Jul-12-23 Downgrade Wolfe Research
Peer Perform → Underperform
$18
Jun-09-23 Initiated Susquehanna
Neutral
$20
May-24-23 Initiated Barclays
Overweight
$27
Apr-04-23 Initiated The Benchmark Company
Hold
Feb-27-23 Initiated Cowen
Market Perform
$22
Jan-11-23 Downgrade Stifel
Buy → Hold
$20 → $17
Jan-09-23 Initiated JP Morgan
Neutral
$19
Dec-20-22 Initiated Wells Fargo
Equal Weight
$18
Dec-09-22 Initiated UBS
Neutral
$20
Dec-09-22 Initiated Morgan Stanley
Equal-Weight
$20
Dec-06-22 Initiated Jefferies
Buy
$25
Dec-05-22 Initiated Raymond James
Mkt Perform
Nov-30-22 Initiated BofA Securities
Buy
Nov-22-22 Initiated Oppenheimer
Outperform
$21
Show Previous Ratings
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(Associated Press Finance)
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Hedge Fund and Insider Trading News: Stan Druckenmiller, Ken Griffin, Larry Robbins, Ray Dalio, Baupost Group, Elliott Management, Aspect Capital, RXO, Inc. (RXO), Sunoco LP (SUN), and More
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(Transport Topics) +7.03%
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RXO, Inc. engages in providing asset-light transportation solutions. It also offers managed transportation, freight forwarding, and last mile delivery. The company was founded on May 5, 2022 and is headquartered in Charlotte, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MFN Partners, LP 10% Owner May 03 '24 Buy 20.33 30,000 609,900 17,310,434 May 06 04:34 PM Wilkerson Andrew M. Chief Executive Officer May 02 '24 Option Exercise 0.00 46,466 0 161,368 May 06 04:46 PM MFN Partners, LP 10% Owner May 02 '24 Buy 20.07 105,065 2,108,655 17,280,434 May 06 04:34 PM MFN Partners, LP 10% Owner Apr 25 '24 Buy 19.79 100,000 1,979,000 17,175,369 Apr 26 04:15 PM MFN Partners, LP 10% Owner Apr 24 '24 Buy 19.44 100,000 1,944,000 17,075,369 Apr 26 04:15 PM MFN Partners, LP 10% Owner Apr 23 '24 Buy 19.86 88,551 1,758,623 16,975,369 Apr 24 04:10 PM MFN Partners, LP 10% Owner Apr 22 '24 Buy 19.48 11,449 223,027 16,886,818 Apr 24 04:10 PM MFN Partners, LP 10% Owner Apr 19 '24 Buy 19.46 200,000 3,892,000 16,875,369 Apr 19 06:56 PM MFN Partners, LP 10% Owner Apr 18 '24 Buy 19.52 870,000 16,982,400 16,675,369 Apr 19 06:56 PM MFN Partners, LP 10% Owner Apr 17 '24 Buy 19.53 175,690 3,431,226 15,805,369 Apr 19 06:56 PM MFN Partners, LP 10% Owner Apr 16 '24 Buy 20.22 35,985 727,617 15,629,679 Apr 17 04:14 PM MFN Partners, LP 10% Owner Apr 12 '24 Buy 20.39 5,139 104,784 15,593,694 Apr 17 04:14 PM Wilkerson Andrew M. Chief Executive Officer Mar 10 '24 Option Exercise 0.00 2,106 0 115,828 Mar 12 06:48 PM HARRIS JAMES E Chief Financial Officer Feb 23 '24 Option Exercise 0.00 21,834 0 39,726 Feb 27 04:43 PM Firestone Jeffrey D. Chief Legal Officer Feb 23 '24 Option Exercise 0.00 16,174 0 32,980 Feb 27 04:39 PM Kerr Jason S. Chief Accounting Officer Feb 23 '24 Option Exercise 0.00 5,257 0 87,559 Feb 27 04:47 PM Wilkerson Andrew M. Chief Executive Officer Feb 23 '24 Option Exercise 0.00 80,867 0 149,627 Feb 27 04:46 PM MFN Partners, LP 10% Owner Feb 09 '24 Buy 20.29 913,186 18,528,544 15,588,555 Feb 12 04:15 PM MFN Partners, LP 10% Owner Feb 08 '24 Buy 21.04 919,720 19,350,909 14,675,369 Feb 12 04:15 PM MFN Partners, LP 10% Owner Feb 02 '24 Buy 20.25 747,424 15,135,336 13,755,649 Feb 06 04:13 PM Renna Stephen M. Director Jan 03 '24 Option Exercise 0.00 11,537 0 15,085 Jan 04 09:18 PM Nettles Michelle Director Jan 03 '24 Option Exercise 0.00 11,537 0 13,385 Jan 04 09:16 PM Kissel Mary E. Director Jan 03 '24 Option Exercise 0.00 11,537 0 19,347 Jan 04 09:15 PM DeSalva AnnaMaria Director Jan 03 '24 Option Exercise 0.00 11,537 0 21,308 Jan 04 09:13 PM Breves Christine S Director Jan 03 '24 Option Exercise 0.00 11,537 0 18,485 Jan 04 09:10 PM BRADLEY S JACOBS Director Jan 03 '24 Option Exercise 0.00 11,537 0 423,941 Jan 04 09:07 PM BRADLEY S JACOBS Director Dec 31 '23 Option Exercise 0.00 43,125 0 432,389 Jan 03 08:58 PM Wilkerson Andrew M. Chief Executive Officer Dec 08 '23 Option Exercise 0.00 7,779 0 72,199 Dec 12 04:22 PM MFN Partners, LP 10% Owner Nov 21 '23 Buy 19.93 23,223 462,834 13,008,225 Nov 24 04:22 PM MFN Partners, LP 10% Owner Nov 20 '23 Buy 19.74 43,678 862,204 12,985,002 Nov 20 07:29 PM MFN Partners, LP 10% Owner Nov 17 '23 Buy 19.84 26,648 528,696 12,941,324 Nov 20 07:29 PM Breves Christine S Director Nov 17 '23 Buy 19.90 5,100 101,490 6,948 Nov 20 04:38 PM MFN Partners, LP 10% Owner Nov 16 '23 Buy 19.69 69,307 1,364,655 12,914,676 Nov 20 07:29 PM MFN Partners, LP 10% Owner Nov 15 '23 Buy 19.67 100,000 1,967,000 12,845,369 Nov 15 07:59 PM Wilkerson Andrew M. Chief Executive Officer Nov 14 '23 Option Exercise 0.00 3,131 0 65,804 Nov 16 05:06 PM MFN Partners, LP 10% Owner Nov 14 '23 Buy 19.56 39,478 772,190 12,745,369 Nov 15 07:59 PM MFN Partners, LP 10% Owner Nov 13 '23 Buy 18.15 30,522 553,974 12,705,891 Nov 15 07:59 PM Wilkerson Andrew M. Chief Executive Officer Nov 09 '23 Buy 17.63 8,570 151,089 62,673 Nov 13 04:22 PM Renna Stephen M. Director Nov 09 '23 Buy 17.59 1,700 29,903 3,548 Nov 13 04:24 PM HARRIS JAMES E Chief Financial Officer Sep 26 '23 Option Exercise 0.00 32,065 0 32,065 Sep 28 04:41 PM Szlosek Thomas A Director Sep 15 '23 Buy 17.92 11,186 200,453 13,034 Sep 19 04:39 PM Firestone Jeffrey D. Chief Legal Officer Aug 31 '23 Option Exercise 0.00 17,262 0 24,436 Sep 01 04:48 PM Firestone Jeffrey D. Chief Legal Officer Aug 22 '23 Option Exercise 0.00 12,858 0 12,858 Aug 24 05:31 PM Wilkerson Andrew M. Chief Executive Officer Jun 30 '23 Option Exercise 0.00 12,110 0 59,456 Jul 03 06:44 PM
Index - P/E 25.12 EPS (ttm) 0.14 Insider Own 28.60% Shs Outstand 27.86M Perf Week 0.28%
Market Cap 109.33M Forward P/E - EPS next Y - Insider Trans 1.75% Shs Float 21.93M Perf Month -5.32%
Income 3.98M PEG - EPS next Q - Inst Own 80.23% Short Float 0.01% Perf Quarter -7.29%
Sales 0.00M P/S - EPS this Y - Inst Trans 1.03% Short Ratio 0.10 Perf Half Y -12.53%
Book/sh 3.93 P/B 0.91 EPS next Y - ROA 2.83% Short Interest 0.00M Perf Year -65.10%
Cash/sh 0.54 P/C 6.54 EPS next 5Y - ROE 2.98% 52W Range 2.75 - 20.12 Perf YTD -12.10%
Dividend Est. - P/FCF - EPS past 5Y - ROI 337.07% 52W High -82.31% Beta 0.66
Dividend TTM - Quick Ratio 0.04 Sales past 5Y 0.00% Gross Margin - 52W Low 29.45% ATR (14) 0.19
Dividend Ex-Date - Current Ratio 0.09 EPS Y/Y TTM 469.01% Oper. Margin 0.00% RSI (14) 49.10 Volatility 4.06% 5.98%
Employees - Debt/Eq 1.77 Sales Y/Y TTM - Profit Margin - Recom - Target Price -
Option/Short No / Yes LT Debt/Eq 0.00 EPS Q/Q -4669.33% Payout - Rel Volume 0.00 Prev Close 3.56
Sales Surprise - EPS Surprise - Sales Q/Q - Earnings May 15 AMC Avg Volume 27.08K Price 3.56
SMA20 0.33% SMA50 -1.71% SMA200 -28.01% Trades
Volume 0 Change 0.00%
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Mobile Infrastructure Corp. engages in the acquisition, ownership, and lease of parking facilities and related infrastructure, including parking lots, parking garages, and other parking structures. The company was founded on May 4, 2015 and is headquartered in Cincinnati, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Chavez Manuel III CEO May 03 '24 Buy 3.50 559 1,956 115,577 May 06 04:49 PM Chavez Manuel III CEO Apr 25 '24 Buy 3.50 100 350 115,018 Apr 26 04:15 PM Chavez Manuel III CEO Apr 24 '24 Buy 3.48 1,535 5,342 114,918 Apr 25 07:39 PM Chavez Manuel III CEO Apr 23 '24 Buy 3.49 1,701 5,936 113,383 Apr 24 04:15 PM Chavez Manuel III CEO Apr 22 '24 Buy 3.44 5,442 18,720 111,682 Apr 23 08:01 PM Chavez Manuel III CEO Apr 19 '24 Buy 3.39 55,116 186,843 106,240 Apr 22 04:15 PM Chavez Manuel III CEO Apr 18 '24 Buy 3.41 33,043 112,677 51,124 Apr 19 04:30 PM Chavez Manuel III CEO Apr 17 '24 Buy 3.45 16,861 58,170 18,081 Apr 18 05:03 PM Chavez Manuel III CEO Apr 16 '24 Buy 3.49 1,220 4,258 1,220 Apr 17 04:05 PM Osher Jeffrey Director Dec 15 '23 Buy 4.95 24,587 121,706 35,000 Dec 18 04:15 PM Osher Jeffrey Director Dec 14 '23 Buy 5.19 10,413 54,043 10,413 Dec 18 04:15 PM Hogue Stephanie President & CFO Dec 14 '23 Buy 5.34 278 1,484 183 Dec 18 04:16 PM
Index RUT P/E - EPS (ttm) -0.60 Insider Own 14.60% Shs Outstand 27.03M Perf Week -0.55%
Market Cap 246.34M Forward P/E 9.29 EPS next Y 0.98 Insider Trans -8.26% Shs Float 23.14M Perf Month -14.97%
Income -16.05M PEG - EPS next Q -0.06 Inst Own 56.60% Short Float 8.09% Perf Quarter -7.15%
Sales 21.25M P/S 11.59 EPS this Y 150.42% Inst Trans 0.73% Short Ratio 13.74 Perf Half Y 30.60%
Book/sh -0.43 P/B - EPS next Y 223.31% ROA -59.64% Short Interest 1.87M Perf Year 12.92%
Cash/sh 0.49 P/C 18.56 EPS next 5Y - ROE -1005.59% 52W Range 6.30 - 11.92 Perf YTD -18.98%
Dividend Est. - P/FCF - EPS past 5Y -2.95% ROI -88.69% 52W High -23.74% Beta 0.38
Dividend TTM - Quick Ratio 3.27 Sales past 5Y 236.90% Gross Margin 94.08% 52W Low 44.29% ATR (14) 0.40
Dividend Ex-Date - Current Ratio 3.56 EPS Y/Y TTM 33.41% Oper. Margin -60.09% RSI (14) 33.72 Volatility 3.25% 4.27%
Employees 29 Debt/Eq - Sales Y/Y TTM 1284.50% Profit Margin -75.50% Recom 1.17 Target Price 17.37
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 61.59% Payout - Rel Volume 0.00 Prev Close 9.09
Sales Surprise 12.35% EPS Surprise -455.56% Sales Q/Q 534.20% Earnings Mar 26 BMO Avg Volume 136.21K Price 9.09
SMA20 -5.78% SMA50 -9.39% SMA200 1.48% Trades
Volume 0 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
Nov-22-22 Upgrade Cantor Fitzgerald
Neutral → Overweight
$9 → $12
Sep-07-22 Initiated CapitalOne
Overweight
$11
Aug-08-22 Resumed Craig Hallum
Buy
$14
Jun-05-20 Initiated Cantor Fitzgerald
Overweight
$18
Oct-11-18 Initiated Goldman
Buy
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Fennec Pharmaceuticals, Inc. operates as a biopharmaceutical company. It engages in the development of sodium thiosulfate for the prevention of ototoxicity from cisplatin in pediatric cancer patients. The company was founded by Orest W. Blaschuk on September 3, 1996 and is headquartered in Durham, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Raykov Rosty CHIEF EXECUTIVE OFFICER May 01 '24 Sale 9.11 2,431 22,152 187,471 May 02 04:59 PM Haigh Adrian CHIEF OPERATING OFFICER Apr 22 '24 Option Exercise 2.31 22,223 51,335 22,223 Apr 22 07:34 PM Haigh Adrian CHIEF OPERATING OFFICER Apr 22 '24 Sale 9.32 22,223 207,029 0 Apr 22 07:34 PM Haigh Adrian CHIEF OPERATING OFFICER Apr 19 '24 Option Exercise 2.31 22,222 51,333 22,222 Apr 22 07:34 PM Haigh Adrian CHIEF OPERATING OFFICER Apr 19 '24 Sale 9.34 22,222 207,442 0 Apr 22 07:34 PM Haigh Adrian CHIEF OPERATING OFFICER Apr 18 '24 Sale 9.62 22,222 213,776 0 Apr 18 09:43 PM Haigh Adrian CHIEF OPERATING OFFICER Apr 17 '24 Sale 9.91 22,222 220,220 22,222 Apr 18 09:43 PM Haigh Adrian CHIEF OPERATING OFFICER Apr 16 '24 Sale 10.28 22,222 228,389 0 Apr 16 06:00 PM RALLIS CHRIS A Director Apr 15 '24 Option Exercise 10.45 1,389 14,515 45,838 Apr 15 06:15 PM Haigh Adrian CHIEF OPERATING OFFICER Apr 15 '24 Sale 10.30 22,222 228,793 22,222 Apr 16 06:00 PM RALLIS CHRIS A Director Apr 15 '24 Sale 10.45 800 8,360 44,449 Apr 15 06:15 PM Raykov Rosty CHIEF EXECUTIVE OFFICER Apr 05 '24 Sale 10.75 44,300 476,269 187,471 Apr 05 04:56 PM Raykov Rosty CHIEF EXECUTIVE OFFICER Apr 04 '24 Sale 10.89 44,283 482,400 231,771 Apr 05 04:56 PM Raykov Rosty CHIEF EXECUTIVE OFFICER Apr 03 '24 Sale 10.78 40,584 437,451 276,054 Apr 03 05:37 PM RALLIS CHRIS A Director Mar 26 '24 Option Exercise 2.31 4,329 10,000 45,249 Mar 27 04:24 PM Andrade Robert CHIEF FINANCIAL OFFICER Mar 26 '24 Sale 10.90 13,975 152,346 91,771 Mar 27 04:22 PM RALLIS CHRIS A Director Mar 26 '24 Sale 10.97 2,114 23,191 40,920 Mar 27 04:24 PM Andrade Robert CHIEF FINANCIAL OFFICER Mar 25 '24 Sale 11.00 13,975 153,690 105,746 Mar 25 07:31 PM Andrade Robert CHIEF FINANCIAL OFFICER Jan 05 '24 Sale 10.41 15,000 156,150 119,721 Jan 05 05:24 PM Andrade Robert CHIEF FINANCIAL OFFICER Jan 04 '24 Sale 10.64 15,000 159,600 134,721 Jan 05 05:24 PM Raykov Rosty CHIEF EXECUTIVE OFFICER Dec 28 '23 Option Exercise 1.59 8,540 13,579 291,127 Dec 29 04:30 PM Raykov Rosty CHIEF EXECUTIVE OFFICER Dec 28 '23 Sale 11.55 3,656 42,227 287,471 Dec 29 04:30 PM RALLIS CHRIS A Director Dec 26 '23 Option Exercise 1.59 3,144 4,999 46,178 Dec 28 04:02 PM RALLIS CHRIS A Director Dec 26 '23 Sale 10.90 1,390 15,151 44,788 Dec 28 04:02 PM RALLIS CHRIS A Director Nov 20 '23 Sale 8.25 269 2,219 43,034 Nov 20 09:20 PM Islam Khalid Director Nov 16 '23 Option Exercise 2.06 213,825 441,400 213,825 Nov 16 04:05 PM Raykov Rosty CHIEF EXECUTIVE OFFICER Nov 08 '23 Sale 7.76 25,044 194,267 282,587 Nov 09 04:38 PM Raykov Rosty CHIEF EXECUTIVE OFFICER Nov 03 '23 Option Exercise 1.59 74,793 118,921 307,631 Nov 03 05:19 PM RALLIS CHRIS A Director Aug 18 '23 Sale 7.85 673 5,283 43,303 Aug 18 05:00 PM RALLIS CHRIS A Director Jul 24 '23 Option Exercise 0.72 16,666 12,000 50,772 Jul 24 05:04 PM RALLIS CHRIS A Director Jul 24 '23 Sale 8.17 6,796 55,523 43,976 Jul 24 05:04 PM RALLIS CHRIS A Director Jul 06 '23 Option Exercise 0.96 5,280 5,069 34,106 Jul 06 05:20 PM RALLIS CHRIS A Director Jul 06 '23 Sale 8.47 2,207 18,693 28,826 Jul 06 05:20 PM Andrade Robert CHIEF FINANCIAL OFFICER Jun 30 '23 Option Exercise 2.45 25,000 61,250 149,721 Jun 30 04:21 PM Andrade Robert CHIEF FINANCIAL OFFICER Jun 30 '23 Sale 8.82 7,500 66,150 124,721 Jun 30 04:21 PM Andrade Robert CHIEF FINANCIAL OFFICER Jun 29 '23 Sale 8.97 7,500 67,275 132,221 Jun 30 04:21 PM Andrade Robert CHIEF FINANCIAL OFFICER Jun 28 '23 Sale 8.99 10,000 89,900 139,721 Jun 30 04:21 PM RALLIS CHRIS A Director May 19 '23 Sale 7.36 1,758 12,939 31,033 May 19 04:41 PM
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 3.35 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 - 123.62 Perf YTD 33.16%
Dividend Est. 2.40 (1.95%) P/FCF 24.88 EPS past 5Y - ROI 5.58% 52W High -0.50% 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 0.00 Prev Close 123.00
Sales Surprise 5.83% EPS Surprise 90.92% Sales Q/Q 13.11% Earnings Apr 25 BMO Avg Volume 119.16K Price 123.00
SMA20 15.06% SMA50 17.67% SMA200 37.19% Trades
Volume 0 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-17-24 Upgrade Truist
Hold → Buy
$110 → $125
Aug-18-23 Upgrade BofA Securities
Neutral → Buy
$99 → $90
May-26-23 Initiated Truist
Hold
$85
Apr-13-23 Resumed BofA Securities
Neutral
$103
Apr-30-21 Downgrade BofA Securities
Buy → Neutral
$103 → $85
Dec-02-20 Initiated BofA Securities
Buy
$107
Sep-18-20 Initiated Truist
Hold
$105
Jul-30-20 Upgrade Sidoti
Neutral → Buy
May-20-20 Initiated Sidoti
Neutral
$187
Jan-10-20 Reiterated BMO Capital Markets
Outperform
$167 → $180
Aug-01-19 Reiterated Barrington Research
Outperform
$185 → $210
Jun-28-19 Reiterated First Analysis Sec
Strong Buy
$210 → $216
Aug-21-18 Initiated Barrington Research
Outperform
$160
Mar-05-18 Upgrade Piper Jaffray
Neutral → Overweight
Mar-05-18 Upgrade First Analysis Sec
Equal-Weight → Overweight
$105 → $112
May-15-17 Reiterated First Analysis Sec
Equal-Weight
$76 → $95
Feb-03-16 Initiated Credit Suisse
Neutral
Aug-01-14 Upgrade BMO Capital Markets
Market Perform → Outperform
$55 → $60
Feb-24-14 Reiterated Deutsche Bank
Sell
$34 → $40
Nov-01-13 Reiterated Deutsche Bank
Sell
$38 → $34
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Strategic Education, Inc. engages in the provision of educational services. It provides access to education through campus-based and online post-secondary education offerings, as well as through programs to develop job-ready skills. The firm operates through three segments: U.S. Higher Education, Education Technology Services and Australia/New Zealand. The U.S. Higher Education segment primarily consists of Strayer University and Capella University and focuses on providing flexible and affordable certificate and degree programs to working adults. The Education Technology Services segment focuses on developing and maintaining relationships with employers to build employee education benefits programs. The Australia/New Zealand segment through Torrens University and associated assets, provides certificate and degree programs in Australia and New Zealand. The company was founded in 1892 and is headquartered in Herndon, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
GILLIGAN J KEVIN Vice Chairman May 04 '29 Sale 148.88 739 110,022 6,293 May 05 04:36 PM GRUSKY ROBERT R Director May 06 '24 Sale 122.50 350 42,875 11,345 May 06 04:08 PM GRUSKY ROBERT R Director May 02 '24 Sale 118.55 250 29,638 11,695 May 06 04:08 PM DINH VIET D Director Apr 30 '24 Buy 114.83 4,300 493,769 15,020 May 02 04:14 PM GRUSKY ROBERT R Director Apr 29 '24 Sale 120.99 462 55,897 11,945 May 01 04:39 PM MCDONNELL RAYMOND KARL CHIEF EXECUTIVE OFFICER Feb 27 '24 Sale 95.99 12,820 1,230,592 161,359 Feb 29 04:46 PM JACKSON DANIEL WAYNE CHIEF FINANCIAL OFFICER Feb 27 '24 Sale 95.95 3,713 356,262 71,770 Feb 29 04:48 PM
Index 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 2.18 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 0.00 Prev Close 383.05
Sales Surprise 1.09% EPS Surprise 5.89% Sales Q/Q 11.46% Earnings Apr 18 AMC Avg Volume 1.47M Price 383.05
SMA20 1.42% SMA50 -0.53% SMA200 14.50% Trades
Volume 0 Change 0.00%
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
$315
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Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
Index RUT P/E - EPS (ttm) -6.70 Insider Own 11.62% Shs Outstand 16.97M Perf Week -1.87%
Market Cap 21.53B Forward P/E - EPS next Y -2.06 Insider Trans -20.52% Shs Float 15.00M Perf Month -11.83%
Income -85.19M PEG - EPS next Q -0.72 Inst Own 53.01% Short Float 23.02% Perf Quarter 158.62%
Sales 489.59M P/S 43.98 EPS this Y -114.16% Inst Trans -3.20% Short Ratio 1.43 Perf Half Y 179.70%
Book/sh 136.01 P/B 9.33 EPS next Y 44.92% ROA -1.82% Short Interest 3.45M Perf Year 306.36%
Cash/sh 4.93 P/C 257.16 EPS next 5Y 10.00% ROE -5.99% 52W Range 266.00 - 1999.99 Perf YTD 100.88%
Dividend Est. - P/FCF - EPS past 5Y 68.04% ROI -1.42% 52W High -36.56% Beta 3.04
Dividend TTM - Quick Ratio 0.78 Sales past 5Y -0.01% Gross Margin 77.12% 52W Low 377.00% ATR (14) 131.04
Dividend Ex-Date - Current Ratio 0.78 EPS Y/Y TTM 92.84% Oper. Margin -2.02% RSI (14) 48.77 Volatility 9.19% 8.80%
Employees 1934 Debt/Eq 1.51 Sales Y/Y TTM -2.45% Profit Margin -17.40% Recom 1.60 Target Price 1465.60
Option/Short Yes / Yes LT Debt/Eq 1.51 EPS Q/Q -109.72% Payout 0.00% Rel Volume 0.00 Prev Close 1268.81
Sales Surprise -5.57% EPS Surprise -466.97% Sales Q/Q -5.47% Earnings Apr 29 AMC Avg Volume 2.41M Price 1268.81
SMA20 -1.10% SMA50 -8.57% SMA200 82.84% Trades
Volume 0 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-27-24 Initiated The Benchmark Company
Buy
$990
Dec-11-23 Reiterated BTIG Research
Buy
$560 → $690
Jul-26-23 Initiated TD Cowen
Outperform
$520
Jul-11-23 Resumed BTIG Research
Buy
$490
Apr-28-23 Initiated Berenberg
Buy
$430
Jul-26-22 Downgrade Jefferies
Hold → Underperform
$180
May-04-21 Initiated William Blair
Outperform
Apr-09-21 Initiated Canaccord Genuity
Buy
$920
Apr-01-21 Initiated Jefferies
Hold
$700
Apr-01-21 Initiated BTIG Research
Buy
$850
Dec-08-20 Downgrade Citigroup
Neutral → Sell
$200 → $250
Feb-11-19 Initiated BWS Financial
Buy
$200
Oct-27-17 Reiterated Mizuho
Buy
$220 → $200
Jul-28-17 Downgrade Deutsche Bank
Buy → Hold
$220 → $180
Jan-24-17 Downgrade Citigroup
Buy → Neutral
Nov-16-16 Reiterated Mizuho
Buy
$190 → $220
Jul-29-16 Reiterated Mizuho
Neutral
$200 → $190
Jul-29-16 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Apr-11-16 Initiated Citigroup
Buy
Jan-11-16 Reiterated Deutsche Bank
Buy
$220 → $200
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MicroStrategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SAYLOR MICHAEL J Executive Chairman Apr 25 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 26 04:11 PM SAYLOR MICHAEL J Executive Chairman Apr 25 '24 Sale 1245.18 5,000 6,225,883 0 Apr 26 04:11 PM SAYLOR MICHAEL J Executive Chairman Apr 24 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 25 04:30 PM SAYLOR MICHAEL J Executive Chairman Apr 24 '24 Sale 1295.80 5,000 6,478,995 0 Apr 25 04:30 PM SAYLOR MICHAEL J Executive Chairman Apr 23 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 24 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 23 '24 Sale 1346.28 5,000 6,731,400 0 Apr 24 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 22 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 23 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 22 '24 Sale 1285.38 4,281 5,502,694 719 Apr 23 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 22 '24 Sale 1338.20 719 962,165 0 Apr 23 04:04 PM SAYLOR MICHAEL J Executive Chairman Apr 19 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 22 04:25 PM SAYLOR MICHAEL J Executive Chairman Apr 19 '24 Sale 1201.07 5,000 6,005,367 0 Apr 22 04:25 PM SAYLOR MICHAEL J Executive Chairman Apr 18 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 19 04:02 PM SAYLOR MICHAEL J Executive Chairman Apr 18 '24 Sale 1229.03 5,000 6,145,132 0 Apr 19 04:02 PM SAYLOR MICHAEL J Executive Chairman Apr 17 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 18 04:06 PM SAYLOR MICHAEL J Executive Chairman Apr 17 '24 Sale 1218.09 2,482 3,023,310 0 Apr 18 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 17 '24 Sale 1168.73 2,518 2,942,863 2,482 Apr 18 04:06 PM SAYLOR MICHAEL J Executive Chairman Apr 16 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 17 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 16 '24 Sale 1268.59 5,000 6,342,941 0 Apr 17 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 15 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 16 04:21 PM SAYLOR MICHAEL J Executive Chairman Apr 15 '24 Sale 1457.20 1,967 2,866,307 0 Apr 16 04:22 PM SAYLOR MICHAEL J Executive Chairman Apr 15 '24 Sale 1406.19 1,869 2,628,173 1,967 Apr 16 04:22 PM SAYLOR MICHAEL J Executive Chairman Apr 15 '24 Sale 1347.04 1,164 1,567,956 3,836 Apr 16 04:21 PM SAYLOR MICHAEL J Executive Chairman Apr 12 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 15 04:05 PM SAYLOR MICHAEL J Executive Chairman Apr 12 '24 Sale 1489.82 5,000 7,449,115 0 Apr 15 04:05 PM SAYLOR MICHAEL J Executive Chairman Apr 11 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 12 04:05 PM SAYLOR MICHAEL J Executive Chairman Apr 11 '24 Sale 1539.73 5,000 7,698,625 0 Apr 12 04:05 PM SAYLOR MICHAEL J Executive Chairman Apr 10 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 11 04:14 PM SAYLOR MICHAEL J Executive Chairman Apr 10 '24 Sale 1457.84 5,000 7,289,219 0 Apr 11 04:14 PM SAYLOR MICHAEL J Executive Chairman Apr 09 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 10 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 09 '24 Sale 1410.34 4,006 5,649,840 994 Apr 10 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 09 '24 Sale 1462.03 994 1,453,255 0 Apr 10 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 08 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 09 04:09 PM SAYLOR MICHAEL J Executive Chairman Apr 08 '24 Sale 1537.40 5,000 7,687,003 0 Apr 09 04:09 PM SAYLOR MICHAEL J Executive Chairman Apr 05 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 08 04:12 PM SAYLOR MICHAEL J Executive Chairman Apr 05 '24 Sale 1577.54 4,312 6,802,351 688 Apr 08 04:12 PM SAYLOR MICHAEL J Executive Chairman Apr 05 '24 Sale 1657.49 688 1,140,350 0 Apr 08 04:13 PM SAYLOR MICHAEL J Executive Chairman Apr 04 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 05 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 04 '24 Sale 1696.01 5,000 8,480,060 0 Apr 05 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 03 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 04 04:02 PM SAYLOR MICHAEL J Executive Chairman Apr 03 '24 Sale 1638.91 5,000 8,194,546 0 Apr 04 04:02 PM SAYLOR MICHAEL J Executive Chairman Apr 02 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 03 04:18 PM SAYLOR MICHAEL J Executive Chairman Apr 02 '24 Sale 1520.97 4,553 6,924,978 447 Apr 03 04:18 PM SAYLOR MICHAEL J Executive Chairman Apr 02 '24 Sale 1580.39 447 706,435 0 Apr 03 04:20 PM SAYLOR MICHAEL J Executive Chairman Apr 01 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 02 04:08 PM SAYLOR MICHAEL J Executive Chairman Apr 01 '24 Sale 1630.88 5,000 8,154,377 0 Apr 02 04:08 PM SAYLOR MICHAEL J Executive Chairman Mar 28 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 29 04:04 PM SAYLOR MICHAEL J Executive Chairman Mar 28 '24 Sale 1741.53 3,973 6,919,114 1,027 Mar 29 04:04 PM SAYLOR MICHAEL J Executive Chairman Mar 28 '24 Sale 1926.78 1,027 1,978,804 0 Mar 29 04:05 PM SAYLOR MICHAEL J Executive Chairman Mar 27 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 28 04:09 PM SAYLOR MICHAEL J Executive Chairman Mar 27 '24 Sale 1910.16 3,860 7,373,214 1,140 Mar 28 04:09 PM SAYLOR MICHAEL J Executive Chairman Mar 27 '24 Sale 1951.33 1,140 2,224,517 0 Mar 28 04:10 PM SAYLOR MICHAEL J Executive Chairman Mar 26 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 27 04:25 PM SAYLOR MICHAEL J Executive Chairman Mar 26 '24 Sale 1870.41 5,000 9,352,038 0 Mar 27 04:25 PM SAYLOR MICHAEL J Executive Chairman Mar 25 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 26 05:13 PM SAYLOR MICHAEL J Executive Chairman Mar 25 '24 Sale 1696.89 2,340 3,970,727 2,660 Mar 26 05:13 PM SAYLOR MICHAEL J Executive Chairman Mar 25 '24 Sale 1822.08 1,851 3,372,663 809 Mar 26 05:17 PM SAYLOR MICHAEL J Executive Chairman Mar 25 '24 Sale 1856.97 809 1,502,287 0 Mar 26 05:21 PM SAYLOR MICHAEL J Executive Chairman Mar 22 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 25 04:51 PM SAYLOR MICHAEL J Executive Chairman Mar 22 '24 Sale 1544.43 5,000 7,722,131 0 Mar 25 04:51 PM SAYLOR MICHAEL J Executive Chairman Mar 21 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 22 04:18 PM Patten Jarrod M Director Mar 21 '24 Option Exercise 121.43 3,675 446,255 3,675 Mar 22 04:36 PM SAYLOR MICHAEL J Executive Chairman Mar 21 '24 Sale 1625.04 3,740 6,077,655 1,260 Mar 22 04:18 PM Patten Jarrod M Director Mar 21 '24 Sale 1632.55 3,675 5,999,638 0 Mar 22 04:36 PM SAYLOR MICHAEL J Executive Chairman Mar 21 '24 Sale 1680.49 1,260 2,117,415 0 Mar 22 04:23 PM SAYLOR MICHAEL J Executive Chairman Mar 20 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 21 04:37 PM Patten Jarrod M Director Mar 20 '24 Option Exercise 121.43 1,425 173,038 1,425 Mar 22 04:36 PM SAYLOR MICHAEL J Executive Chairman Mar 20 '24 Sale 1435.38 3,988 5,724,300 1,012 Mar 21 04:37 PM Patten Jarrod M Director Mar 20 '24 Sale 1449.11 1,425 2,064,986 0 Mar 22 04:36 PM SAYLOR MICHAEL J Executive Chairman Mar 20 '24 Sale 1537.02 1,012 1,555,466 0 Mar 21 04:41 PM SAYLOR MICHAEL J Executive Chairman Mar 19 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 20 05:03 PM SAYLOR MICHAEL J Executive Chairman Mar 19 '24 Sale 1312.34 3,669 4,814,962 1,331 Mar 20 05:03 PM SAYLOR MICHAEL J Executive Chairman Mar 19 '24 Sale 1416.13 1,331 1,884,869 0 Mar 20 05:05 PM SAYLOR MICHAEL J Executive Chairman Mar 18 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 19 04:42 PM SAYLOR MICHAEL J Executive Chairman Mar 18 '24 Sale 1562.53 3,152 4,925,088 1,848 Mar 19 04:42 PM SAYLOR MICHAEL J Executive Chairman Mar 18 '24 Sale 1674.59 1,848 3,094,642 0 Mar 19 04:50 PM SAYLOR MICHAEL J Executive Chairman Mar 15 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 18 05:32 PM SAYLOR MICHAEL J Executive Chairman Mar 15 '24 Sale 1622.15 1,850 3,000,978 3,150 Mar 18 05:32 PM SAYLOR MICHAEL J Executive Chairman Mar 15 '24 Sale 1785.98 1,600 2,857,576 0 Mar 18 05:41 PM SAYLOR MICHAEL J Executive Chairman Mar 15 '24 Sale 1720.12 1,550 2,666,182 1,600 Mar 18 05:37 PM SAYLOR MICHAEL J Executive Chairman Mar 14 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 15 04:55 PM SAYLOR MICHAEL J Executive Chairman Mar 14 '24 Sale 1663.58 2,310 3,842,877 1,708 Mar 15 04:59 PM SAYLOR MICHAEL J Executive Chairman Mar 14 '24 Sale 1692.15 1,508 2,551,757 200 Mar 15 05:06 PM SAYLOR MICHAEL J Executive Chairman Mar 14 '24 Sale 1617.73 982 1,588,606 4,018 Mar 15 04:55 PM SAYLOR MICHAEL J Executive Chairman Mar 14 '24 Sale 1722.48 200 344,496 0 Mar 15 05:08 PM SAYLOR MICHAEL J Executive Chairman Mar 13 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 14 04:24 PM SAYLOR MICHAEL J Executive Chairman Mar 13 '24 Sale 1688.20 2,688 4,537,879 2,312 Mar 14 04:24 PM SAYLOR MICHAEL J Executive Chairman Mar 13 '24 Sale 1753.25 2,312 4,053,517 0 Mar 14 04:28 PM SAYLOR MICHAEL J Executive Chairman Mar 12 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 13 05:16 PM Patten Jarrod M Director Mar 12 '24 Option Exercise 121.43 2,575 312,682 2,575 Mar 13 04:39 PM SAYLOR MICHAEL J Executive Chairman Mar 12 '24 Sale 1511.80 3,307 4,999,520 1,693 Mar 13 05:16 PM Patten Jarrod M Director Mar 12 '24 Sale 1526.88 2,575 3,931,716 0 Mar 13 04:39 PM SAYLOR MICHAEL J Executive Chairman Mar 12 '24 Sale 1558.03 1,693 2,637,739 0 Mar 13 05:22 PM SAYLOR MICHAEL J Executive Chairman Mar 11 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 12 04:35 PM SAYLOR MICHAEL J Executive Chairman Mar 11 '24 Sale 1607.70 2,818 4,530,501 0 Mar 12 04:36 PM SAYLOR MICHAEL J Executive Chairman Mar 11 '24 Sale 1534.86 2,182 3,349,069 2,818 Mar 12 04:35 PM SAYLOR MICHAEL J Executive Chairman Mar 08 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 11 04:10 PM SAYLOR MICHAEL J Executive Chairman Mar 08 '24 Sale 1352.40 3,950 5,341,971 1,050 Mar 11 04:10 PM SAYLOR MICHAEL J Executive Chairman Mar 08 '24 Sale 1415.05 1,050 1,485,801 0 Mar 11 04:11 PM SAYLOR MICHAEL J Executive Chairman Mar 07 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 08 04:46 PM SAYLOR MICHAEL J Executive Chairman Mar 07 '24 Sale 1278.83 5,000 6,394,133 0 Mar 08 04:46 PM
Index - P/E 21.68 EPS (ttm) 11.96 Insider Own 0.26% Shs Outstand 31.05M Perf Week 2.02%
Market Cap 7.98B Forward P/E 15.62 EPS next Y 16.59 Insider Trans -16.17% Shs Float 30.72M Perf Month -4.69%
Income 377.70M PEG 1.70 EPS next Q 4.12 Inst Own 98.82% Short Float 3.84% Perf Quarter 9.39%
Sales 3.85B P/S 2.07 EPS this Y 10.10% Inst Trans -2.72% Short Ratio 5.08 Perf Half Y 55.25%
Book/sh 69.57 P/B 3.73 EPS next Y 7.25% ROA 10.93% Short Interest 1.18M Perf Year 67.24%
Cash/sh 18.80 P/C 13.79 EPS next 5Y 12.78% ROE 18.44% 52W Range 149.30 - 272.74 Perf YTD 26.51%
Dividend Est. 0.55 (0.21%) P/FCF 15.83 EPS past 5Y 4.76% ROI 13.92% 52W High -4.99% Beta 1.44
Dividend TTM 0.56 (0.22%) Quick Ratio 1.96 Sales past 5Y 1.76% Gross Margin 43.93% 52W Low 73.57% ATR (14) 5.51
Dividend Ex-Date Apr 16, 2024 Current Ratio 2.59 EPS Y/Y TTM 4.90% Oper. Margin 13.71% RSI (14) 55.82 Volatility 2.04% 2.04%
Employees 12200 Debt/Eq 0.27 Sales Y/Y TTM -6.35% Profit Margin 9.81% Recom 2.44 Target Price 285.41
Option/Short Yes / Yes LT Debt/Eq 0.26 EPS Q/Q 10.58% Payout 4.83% Rel Volume 0.00 Prev Close 259.14
Sales Surprise -0.20% EPS Surprise 6.58% Sales Q/Q -4.00% Earnings Apr 03 BMO Avg Volume 231.85K Price 259.14
SMA20 2.10% SMA50 0.52% SMA200 26.51% Trades
Volume 0 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-04-24 Reiterated Oppenheimer
Outperform
$250 → $315
Dec-16-22 Downgrade Robert W. Baird
Outperform → Neutral
$200 → $190
Jun-23-22 Downgrade William Blair
Outperform → Mkt Perform
Oct-12-21 Upgrade UBS
Sell → Neutral
$163 → $206
Oct-08-21 Initiated Wells Fargo
Overweight
$218
Apr-05-21 Upgrade ROTH Capital
Sell → Neutral
$165
Apr-05-21 Upgrade Goldman
Sell → Neutral
$95 → $166
Apr-01-21 Upgrade Robert W. Baird
Neutral → Outperform
$155 → $190
Apr-01-21 Reiterated Cowen
Outperform
$133 → $181
Mar-26-21 Upgrade William Blair
Mkt Perform → Outperform
Sep-16-20 Initiated UBS
Sell
$91
Jun-16-20 Downgrade Goldman
Neutral → Sell
$80
Jun-09-20 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Jun-08-20 Upgrade Oppenheimer
Perform → Outperform
$135
Oct-16-19 Downgrade Robert W. Baird
Outperform → Neutral
$148 → $126
Oct-16-19 Downgrade Oppenheimer
Outperform → Perform
Jul-03-19 Reiterated Oppenheimer
Outperform
$145 → $150
Mar-21-19 Upgrade Goldman
Sell → Neutral
$121
Mar-06-19 Upgrade Credit Suisse
Neutral → Outperform
$128 → $148
Oct-12-18 Initiated Credit Suisse
Neutral
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(Thomson Reuters StreetEvents)
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Acuity Brands, Inc. is an industrial technology company, which engages in the provision of lighting and building management solutions and services. It operates through the Acuity Brands Lighting and Lighting Controls and Intelligent Spaces Group segments. The company was founded in 2001 and is headquartered in Atlanta, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Leibman Maya Director Apr 25 '24 Buy 248.91 200 49,782 200 Apr 26 04:11 PM HOLCOM KAREN J SVP & Chief Financial Officer Apr 04 '24 Option Exercise 195.29 3,489 681,368 28,032 Apr 05 04:20 PM HOLCOM KAREN J SVP & Chief Financial Officer Apr 04 '24 Sale 262.24 7,745 2,031,049 20,287 Apr 05 04:20 PM MILLS DIANNE S SVP & Chief HR Officer Jan 18 '24 Sale 225.11 6,000 1,350,663 8,554 Jan 19 04:13 PM GOLDMAN BARRY R SVP & General Counsel Jan 10 '24 Sale 226.01 1,900 429,419 8,611 Jan 11 04:15 PM
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 3.17 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 0.47
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 0.00 Prev Close 14.44
Sales Surprise 2.92% EPS Surprise -0.43% Sales Q/Q 18.05% Earnings May 01 BMO Avg Volume 513.24K Price 14.44
SMA20 -1.06% SMA50 -8.03% SMA200 -11.63% Trades
Volume 0 Change 0.00%
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
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(The Wall Street Journal)
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(Morningstar Research) +7.83%
07:30AM
(The Wall Street Journal)
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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.
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 6.07 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 1.08
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 0.00 Prev Close 15.48
Sales Surprise 1.60% EPS Surprise 18.12% Sales Q/Q 16.10% Earnings May 15 BMO Avg Volume 11.65K Price 15.48
SMA20 43.74% SMA50 28.25% SMA200 27.60% Trades
Volume 0 Change 0.00%
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
$6
Jul-19-21 Upgrade Loop Capital
Hold → Buy
May-01-24 07:30AM
Apr-24-24 05:12PM
Mar-20-24 08:29PM
Mar-16-24 01:27PM
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(Simply Wall St.) +38.55%
Katapult Holdings, Inc. is an e-commerce focused financial technology company. The firm is engaged in the provision of e-commerce point-of-sale lease-purchase options for nonprime U.S. consumers. It offers its customers a lease purchase transaction processing system with no long-term obligation and options for ownership. The company was founded in August 2019 and is headquartered in Plano, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 0.00 Prev Close 36.46
Sales Surprise - EPS Surprise - Sales Q/Q 8.25% Earnings Feb 27 AMC Avg Volume 111.28K Price 36.46
SMA20 5.79% SMA50 1.11% SMA200 -10.83% Trades
Volume 0 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-21-10 Downgrade Jefferies
Buy → Hold
$40 → $34
Jan-13-10 Initiated Jefferies & Co
Buy
$40
Apr-24-24 05:57PM
04:32PM
(Associated Press Finance)
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Universal Health Realty Income Trust operates as a real estate investment trust. It engages in investing and leasing healthcare and human service facilities through direct ownership or joint ventures. The firm focuses on investing in acute care hospitals, behavioral health care hospitals, free-standing emergency departments, childcare centers, and medical or office buildings. The company was founded on December 24, 1986 and is headquartered in King of Prussia, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 3.78 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 0.62 - 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 285.30% 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 0.00 Prev Close 2.39
Sales Surprise -3.87% EPS Surprise 19.91% Sales Q/Q -15.62% Earnings May 08 AMC Avg Volume 1.86M Price 2.39
SMA20 -2.87% SMA50 -12.33% SMA200 23.21% Trades
Volume 0 Change 0.00%
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
$28
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(American City Business Journals) +5.14%
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Blend Labs, Inc. engages in the provision of a cloud-based software platform for financial services firms that is designed to power the end-to-end consumer journey for banking products. It operates through the Blend Platform and Title365 segments. The company was founded by Nima Ghamsari, Rosco Hill, Eugene Marinelli, and Erin James Collard on April 17, 2012 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 0.00 Prev Close 3.17
Sales Surprise - EPS Surprise - Sales Q/Q -62.50% Earnings - Avg Volume 234.04K Price 3.17
SMA20 -0.54% SMA50 -0.54% SMA200 -0.54% Trades
Volume 0 Change 0.00%
May-02-24 09:00AM
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Apr-26-24 08:45AM
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 ($)
#Shares Total
SEC Form 4
Adams Clayton 10% Owner Apr 30 '24 Buy 3.10 5,000 15,500 470,000 May 02 05:53 PM Adams Clayton 10% Owner Apr 26 '24 Buy 4.01 145,000 581,450 465,000 Apr 26 04:05 PM
Index RUT P/E - EPS (ttm) -0.70 Insider Own 62.09% Shs Outstand 57.05M Perf Week 1.24%
Market Cap 309.44M Forward P/E - EPS next Y - Insider Trans -0.09% Shs Float 23.99M Perf Month -0.61%
Income -41.70M PEG - EPS next Q - Inst Own 21.47% Short Float 3.40% Perf Quarter 0.62%
Sales 18.75M P/S 16.50 EPS this Y - Inst Trans 0.56% Short Ratio 4.15 Perf Half Y 90.27%
Book/sh 0.29 P/B 16.93 EPS next Y - ROA -81.48% Short Interest 0.82M Perf Year 46.85%
Cash/sh 0.13 P/C 38.92 EPS next 5Y 20.00% ROE -143.72% 52W Range 1.94 - 4.96 Perf YTD 33.97%
Dividend Est. - P/FCF - EPS past 5Y -65.07% ROI -205.91% 52W High -1.41% Beta 0.44
Dividend TTM - Quick Ratio 0.88 Sales past 5Y 15.09% Gross Margin 18.73% 52W Low 152.06% ATR (14) 0.06
Dividend Ex-Date - Current Ratio 1.69 EPS Y/Y TTM -44.18% Oper. Margin -162.84% RSI (14) 57.94 Volatility 0.90% 1.24%
Employees 126 Debt/Eq 0.13 Sales Y/Y TTM 2.79% Profit Margin -222.34% Recom 3.00 Target Price 5.10
Option/Short No / Yes LT Debt/Eq 0.11 EPS Q/Q -10.95% Payout - Rel Volume 0.00 Prev Close 4.89
Sales Surprise -24.27% EPS Surprise -70.67% Sales Q/Q 3.94% Earnings Feb 20 AMC Avg Volume 196.32K Price 4.89
SMA20 0.99% SMA50 0.58% SMA200 35.18% Trades
Volume 0 Change 0.00%
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Transphorm, Inc. is a semiconductor company, which engages in the development of wide-bandgap gallium nitride (GaN) power electronic products. The company was founded by Umesh K. Mishra and Primit A. Parikh in 2007 and is headquartered in Goleta, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 2.35 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 0.00 Prev Close 215.91
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 0.03% SMA50 -2.10% SMA200 13.83% Trades
Volume 0 Change 0.00%
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
$166
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The Travelers Cos., Inc. is a holding company, which engages in the provision of commercial and personal property and casualty insurance products and services. It operates through the following business segments: Business Insurance, Bond and Specialty Insurance, and Personal Insurance. The Business Insurance segment offers an array of property and casualty insurance, and insurance related services to its customers primarily in the U.S., as well as in Canada, the United Kingdom, the Republic of Ireland and throughout other parts of the world as a corporate member of Lloyd's. The Bond and Specialty Insurance segment includes surety, fidelity, management liability, professional liability, and other property and casualty coverage and related risk management services. The Personal Insurance segment is involved in a range of property and casualty insurance products and services covering individuals' personal risks, primarily in the U.S. and Canada. The company was founded in 1853 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 4.08 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 1.80 - 5.41 Perf YTD -47.54%
Dividend Est. - P/FCF - EPS past 5Y 44.03% ROI -8.50% 52W High -56.56% Beta 2.76
Dividend TTM - Quick Ratio - Sales past 5Y 50.93% Gross Margin 8.61% 52W Low 30.56% 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 0.00 Prev Close 2.35
Sales Surprise 7.95% EPS Surprise 23.44% Sales Q/Q -62.15% Earnings May 02 AMC Avg Volume 18.13M Price 2.35
SMA20 6.12% SMA50 -10.75% SMA200 -23.99% Trades
Volume 0 Change 0.00%
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
$15
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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 12.17 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 1.50
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 0.00 Prev Close 27.24
Sales Surprise 2.51% EPS Surprise 38.14% Sales Q/Q 45.40% Earnings May 09 AMC Avg Volume 935.57K Price 27.24
SMA20 -6.28% SMA50 -12.96% SMA200 -6.98% Trades
Volume 0 Change 0.00%
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
$30
Show Previous Ratings
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(American City Business Journals)
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(Investor's Business Daily)
Aug-02-22 11:30PM
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(Investor's Business Daily)
Evolent Health, Inc. engages in the provision of healthcare delivery and payment services. It deals with population health management, health plan and third party administration, network performance and pharmacy benefit management, risk adjustment, analytics and performance improvement, and technology and electronic medical record integration. The firm operates through Services and True Health segments. The Services segment includes clinical and administrative solutions such as total cost of care management and specialty care management and comprehensive health plan administrative services. The True Health segment offers a physician-led health plan for employer-sponsored health coverage. The company was founded by Frank J. Williams, Seth B. Blackley, and Thomas Peterson III in August 2011 and is headquartered in Arlington, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
Index - P/E - EPS (ttm) - Insider Own 2.64% Shs Outstand 8.93M Perf Week 0.49%
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 0.89% 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 0.00 Prev Close 10.30
Sales Surprise - EPS Surprise - Sales Q/Q - Earnings - Avg Volume 311.36K Price 10.30
SMA20 0.86% SMA50 1.01% SMA200 1.01% Trades
Volume 0 Change 0.00%
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 2.97 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 0.00 Prev Close 28.41
Sales Surprise 0.06% EPS Surprise 4.87% Sales Q/Q -7.53% Earnings May 08 BMO Avg Volume 674.92K Price 28.41
SMA20 -0.02% SMA50 -0.76% SMA200 4.10% Trades
Volume 0 Change 0.00%
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
$32
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(The Wall Street Journal)
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(Thomson Reuters StreetEvents) +5.33%
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(Thomson Reuters StreetEvents)
07:00AM
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10:11AM
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Reynolds Consumer Products, Inc. engages in the manufacture and sale of household products. It operates through the following segments: Reynolds Cooking and Baking, Hefty Waste and Storage, Hefty Tableware, and Presto Products. The Reynolds Cooking and Baking segment produces branded and store brand foil, disposable aluminum pans, parchment paper, freezer paper, wax paper, plastic wrap, baking cups, oven bags and slow cooker liners. The Hefty Waste and Storage segment offers both branded and store brand trash and food storage bags. The Hefty Tableware segment sells both branded and store brand disposable and compostable plates, bowls, platters, cups and cutlery. The Presto Products segment focuses on store brand products in four main categories including food storage bags, trash bags, reusable storage containers, and plastic wrap. The company was founded in 2010 and is headquartered in Lake Forest, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 5.69 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 0.74
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 0.00 Prev Close 9.20
Sales Surprise 1.74% EPS Surprise 0.00% Sales Q/Q 16.47% Earnings Apr 24 AMC Avg Volume 224.31K Price 9.20
SMA20 7.16% SMA50 -0.48% SMA200 -11.26% Trades
Volume 0 Change 0.00%
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
$14
Apr-25-24 01:12PM
08:52AM
Apr-24-24 07:30PM
(Associated Press Finance)
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05:07AM
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(Associated Press Finance)
Jan-24-24 07:42PM
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Oct-25-23 08:40PM
07:37PM
(Associated Press Finance)
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Northfield Bancorp, Inc. is a holding company which engages in the provision of banking and financial services. Through its subsidiary, Northfield Bank, its business consists of originating multifamily and other commercial real estate loans, purchasing investment securities, including mortgage-backed securities and corporate bonds, and, to a lesser extent, depositing funds in other financial institutions. The company was founded on March 1, 1887 and is headquartered in Woodbridge, NJ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 10.38 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 0.00 Prev Close 37.73
Sales Surprise 0.40% EPS Surprise 0.70% Sales Q/Q 0.10% Earnings Mar 19 BMO Avg Volume 435.69K Price 37.73
SMA20 4.16% SMA50 0.13% SMA200 21.70% Trades
Volume 0 Change 0.00%
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
$32
May-30-17 Upgrade Susquehanna
Neutral → Positive
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Caleres, Inc. engages in the provision of athletic, casual, and dress footwear products. It operates through the Famous Footwear and Brand Portfolio segments. The Famous Footwear segment provides branded footwear for the entire family. The Brand Portfolio segment sources, manufactures, and markets branded, licensed, and private-labeled footwear primarily to online retailers, national chains, department stores, mass merchandisers, and independent retailers. The company was founded by George Warren Brown in 1878 and is headquartered in St. Louis, MO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SULLIVAN DIANE M Executive Chair Apr 24 '24 Sale 37.09 6,856 254,314 254,668 Apr 26 02:59 PM SULLIVAN DIANE M Executive Chair Apr 23 '24 Sale 37.42 24,499 916,707 261,524 Apr 24 05:12 PM SULLIVAN DIANE M Executive Chair Apr 22 '24 Sale 35.99 12,126 436,411 286,023 Apr 24 05:12 PM Freidman Daniel R Chief Sourcing Officer Apr 08 '24 Sale 37.00 15,000 555,000 64,167 Apr 10 04:43 PM Schmitt Mark A SVP, Chief Logistics Officer Mar 25 '24 Sale 41.01 18,373 753,457 50,847 Apr 04 09:42 AM Schmidt John W President & CEO, Caleres Mar 04 '24 Sale 38.71 25,332 980,498 335,663 Mar 06 06:55 PM Schmidt John W President & CEO, Caleres Feb 08 '24 Sale 33.29 12,668 421,724 360,995 Feb 12 07:28 PM Schmidt John W President & CEO, Caleres Jan 11 '24 Sale 30.16 12,668 382,120 373,663 Jan 12 08:33 PM Hill Willis Chief Information Officer Jan 09 '24 Sale 30.12 14,000 421,735 45,214 Jan 11 04:54 PM Hill Willis Chief Information Officer Jan 08 '24 Sale 30.07 1,650 49,616 59,214 Jan 10 05:03 PM Schmitt Mark A SVP, Chief Logistics Officer Dec 21 '23 Sale 30.76 21,282 654,711 72,068 Dec 26 01:19 PM Schmitt Mark A SVP, Chief Logistics Officer Dec 19 '23 Sale 30.66 1,650 50,589 93,350 Dec 21 04:21 PM Hasty Todd E SVP, Chief Accounting Officer Dec 04 '23 Sale 31.50 5,599 176,368 22,414 Dec 05 05:27 PM SULLIVAN DIANE M Executive Chair Nov 30 '23 Sale 30.55 13,151 401,714 392,256 Dec 04 06:15 PM SULLIVAN DIANE M Executive Chair Nov 29 '23 Sale 30.98 41,811 1,295,305 405,407 Nov 29 06:08 PM SULLIVAN DIANE M Executive Chair Nov 28 '23 Sale 29.60 14,494 429,024 447,218 Nov 29 06:08 PM SULLIVAN DIANE M Executive Chair Nov 27 '23 Sale 29.15 15,117 440,724 461,712 Nov 29 06:08 PM SULLIVAN DIANE M Executive Chair Nov 24 '23 Sale 28.58 8,226 235,114 476,829 Nov 27 05:13 PM SULLIVAN DIANE M Executive Chair Nov 22 '23 Sale 28.91 16,426 474,863 485,055 Nov 27 05:13 PM SULLIVAN DIANE M Executive Chair Nov 21 '23 Sale 30.46 62,202 1,894,724 501,481 Nov 22 11:30 AM Schmidt John W President & CEO, Caleres Nov 21 '23 Sale 30.65 1,000 30,650 2,500 Mar 06 06:55 PM SULLIVAN DIANE M Executive Chair Nov 20 '23 Sale 27.56 943 25,990 563,683 Nov 21 05:37 PM SULLIVAN DIANE M Executive Chair Nov 17 '23 Sale 27.53 500 13,765 564,626 Nov 21 05:37 PM SULLIVAN DIANE M Executive Chair Nov 15 '23 Sale 27.89 2,540 70,843 565,126 Nov 16 06:01 PM SULLIVAN DIANE M Executive Chair Nov 14 '23 Sale 27.65 4,265 117,923 567,666 Nov 16 06:01 PM SULLIVAN DIANE M Executive Chair Nov 03 '23 Sale 27.88 11,265 314,050 571,931 Nov 07 03:47 PM SULLIVAN DIANE M Executive Chair Oct 11 '23 Sale 27.92 2,859 79,814 583,196 Oct 12 05:27 PM SULLIVAN DIANE M Executive Chair Oct 10 '23 Sale 27.93 17,458 487,622 586,055 Oct 12 05:27 PM SULLIVAN DIANE M Executive Chair Oct 09 '23 Sale 26.47 9,417 249,253 603,513 Oct 10 10:13 AM SULLIVAN DIANE M Executive Chair Oct 06 '23 Sale 26.52 12,443 329,981 612,930 Oct 10 10:13 AM SULLIVAN DIANE M Executive Chair Oct 05 '23 Sale 26.73 12,553 335,492 625,373 Oct 06 12:05 PM SULLIVAN DIANE M Executive Chair Oct 04 '23 Sale 27.13 14,707 399,001 637,926 Oct 06 12:05 PM SULLIVAN DIANE M Executive Chair Oct 03 '23 Sale 27.94 12,026 336,006 652,633 Oct 04 01:44 PM SULLIVAN DIANE M Executive Chair Oct 02 '23 Sale 28.48 14,337 408,318 664,659 Oct 04 01:44 PM Koch Douglas SVP, Chief HR Officer Sep 05 '23 Sale 27.93 12,350 344,879 62,649 Sep 06 05:52 PM Freidman Daniel R Chief Sourcing Officer Aug 31 '23 Sale 28.00 5,000 140,000 76,311 Sep 01 04:32 PM Hasty Todd E SVP, Chief Accounting Officer Jul 11 '23 Sale 25.00 5,800 145,000 31,513 Jul 12 01:49 PM Hill Willis Chief Information Officer Jun 23 '23 Sale 24.80 8,000 198,432 60,792 Jun 26 06:17 PM Hendra Carla C Director Jun 08 '23 Sale 20.36 2,493 50,746 0 Jun 26 06:19 PM Hendra Carla C Director Jun 07 '23 Sale 19.71 2,536 49,973 2,493 Jun 26 06:19 PM
Index 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 1.19 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 0.80
Dividend TTM 0.91 (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 0.00 Prev Close 80.84
Sales Surprise -0.61% EPS Surprise -0.30% Sales Q/Q 7.18% Earnings Apr 22 AMC Avg Volume 2.88M Price 80.84
SMA20 9.61% SMA50 -20.05% SMA200 -28.45% Trades
Volume 0 Change 0.00%
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
$114
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Globe Life, Inc. is a holding company, which engages in the provision of individual life and supplemental health insurance products and services. It operates through the following segments: Life Insurance, Supplemental Health Insurance, Annuities, and Investments. The Life Insurance segment includes traditional and interest-sensitive whole life insurance as well as term life insurances. The Supplement Health Insurance segment provides generally guaranteed-renewable and include Medicare, critical illness, accident, and limited-benefit supplement hospital, and surgical coverage. The Annuities segment refers to fixed-benefit contracts. The Investments segment covers the investment portfolio. The company was founded on November 19, 1979, and is headquartered in McKinney, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 4.33 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 May 14, 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 0.00 Prev Close 24.89
Sales Surprise 2.47% EPS Surprise 7.60% Sales Q/Q 8.23% Earnings Apr 18 BMO Avg Volume 961.21K Price 24.89
SMA20 4.42% SMA50 4.85% SMA200 8.11% Trades
Volume 0 Change 0.00%
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
$50
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Home Bancshares, Inc. is a bank holding company, which engages in providing commercial and retail banking and related financial services. It offers its services to businesses, real estate developers and investors, individuals, and municipalities. The company was founded by John W. Allison and Robert H. Adcock Jr. in 1989 and is headquartered in Conway, AR.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 8.88 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 / Yes LT Debt/Eq 0.28 EPS Q/Q -124.60% Payout - Rel Volume 0.00 Prev Close 12.14
Sales Surprise -0.35% EPS Surprise -166.67% Sales Q/Q 4.84% Earnings Apr 09 BMO Avg Volume 1.99M Price 12.14
SMA20 -0.87% SMA50 -15.35% SMA200 -30.71% Trades
Volume 0 Change 0.00%
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 → $33
May-08-07 Initiated Susquehanna Financial
Positive
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Oct-10-23 09:33PM
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Aug-31-23 08:45AM
07:06AM
Aug-30-23 08:45AM
Aug-24-23 04:00PM
Aug-17-23 09:09AM
Aug-16-23 05:05PM
(The Wall Street Journal)
Aug-15-23 08:45AM
Aug-11-23 07:03AM
Aug-08-23 08:45AM
Jul-29-23 08:10AM
Jul-28-23 08:14AM
Jul-27-23 08:35AM
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Jun-30-23 12:20PM
Neogen Corp. engages in the development, manufacture, and marketing of food and animal safety products. It operates through the Food Safety and Animal Safety segments. The Food Safety segment consists of diagnostic test kits and related products used by food producers and processors to detect harmful natural toxins, foodborne bacteria, allergens, drug residues, and levels of general sanitation. The Animal Safety segment includes a line of consumable products marketed to veterinarians and animal health product distributors. The company was founded on June 30, 1981 and is headquartered in Lansing, MI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 4.90 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 1.29
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 0.00 Prev Close 147.48
Sales Surprise -1.65% EPS Surprise -0.12% Sales Q/Q 6.77% Earnings Mar 21 BMO Avg Volume 1.25M Price 147.48
SMA20 -4.00% SMA50 -9.33% SMA200 -6.40% Trades
Volume 0 Change 0.00%
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 → $133
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10:31AM
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(Thomson Reuters StreetEvents)
Dec-15-23 01:57PM
(Investor's Business Daily)
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12:56PM
12:51PM
12:32PM
(Investor's Business Daily)
12:30PM
12:03PM
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11:45AM
11:20AM
11:09AM
(Investor's Business Daily)
Darden Restaurants, Inc. is a full-service restaurant company, which engages in the provision of restaurant services. It operates through the following segments: Olive Garden, LongHorn Steakhouse, Fine Dining, and Other Business. The Olive Garden segment is the largest full-service dining Italian restaurant operator. The LongHorn Steakhouse segment includes the results of the company-owned LongHorn Steakhouse restaurants. The Fine Dining segment consists of the premium brands that operate within the fine-dining sub-segment of full-service dining and includes the results of its company-owned The Capital Grille and Eddie V's restaurants. The Other Business segment aggregates the remaining brands and includes the results of its company-owned Cheddar's Scratch Kitchen, Yard House, Seasons 52 and Bahama Breeze restaurants, and from franchises and consumer-packaged goods sales. The company was founded by William B. Darden in 1938 and is headquartered in Orlando, FL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 4.59 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 0.48 (1.30%) 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 0.00 Prev Close 36.94
Sales Surprise 2.32% EPS Surprise 18.46% Sales Q/Q -14.00% Earnings May 02 BMO Avg Volume 3.07M Price 36.94
SMA20 9.41% SMA50 11.46% SMA200 2.51% Trades
Volume 0 Change 0.00%
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
$36
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BorgWarner, Inc. engages in the provision of technology solutions for combustion, hybrid and electric vehicles. It operates through the following segments: Air Management, Drivetrain & Battery Systems, and ePropulsion. The Air Management segment includes technologies, such as turbochargers, eBoosters, eTurbos, timing systems, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, battery heaters, battery charging, and direct current charging stations. The Drivetrain & Battery Systems segment consists of battery modules and systems, control modules, friction and mechanical clutch products for automatic transmissions, torque-management products and rear-wheel drive (RWD), and all-wheel drive (AWD) transfer case systems and coupling systems. The ePropulsion segment focuses on power electronics, such as inverters, onboard chargers, DC/DC converters, and combination boxes. The company was founded in 1928 and is headquartered in Auburn Hills, MI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 3.59 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 18.31 - 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 22.94% 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 0.00 Prev Close 22.51
Sales Surprise -48.31% EPS Surprise 4.26% Sales Q/Q -19.74% Earnings Apr 18 BMO Avg Volume 239.65K Price 22.51
SMA20 4.10% SMA50 3.08% SMA200 2.71% Trades
Volume 0 Change 0.00%
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
$36
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Berkshire Hills Bancorp, Inc. operates as a bank holding company for Berkshire Bank and Berkshire Insurance Group, Inc. The firm offers deposit, lending, insurance, and wealth management products to retail and commercial customers in its market areas. It aims to expand and deepen market share and wallet share through organic growth and acquisition strategies. The company was founded in 1846 and is headquartered in Boston, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 0.92 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 0.00 Prev Close 11.73
Sales Surprise - EPS Surprise - Sales Q/Q 5.80% Earnings - Avg Volume 54.24K Price 11.73
SMA20 1.57% SMA50 0.54% SMA200 5.41% Trades
Volume 0 Change 0.00%
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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
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 10.94 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 0.00 Prev Close 571.44
Sales Surprise - EPS Surprise - Sales Q/Q 9.20% Earnings May 08 AMC Avg Volume 75.48K Price 571.44
SMA20 -2.24% SMA50 1.63% SMA200 1.90% Trades
Volume 0 Change 0.00%
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
Apr-24-24 09:35AM
Apr-22-24 06:00AM
Apr-21-24 05:45AM
Apr-18-24 04:15PM
06:08PM
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11:48AM
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Apr-27-23 05:35AM
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Apr-17-23 07:32AM
Mar-27-23 07:24AM
Mar-23-23 07:03AM
(Investor's Business Daily)
Feb-22-23 04:15PM
04:15PM
Feb-21-23 02:03PM
Feb-13-23 04:15PM
Jan-31-23 05:20PM
Jan-26-23 06:44AM
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Oct-25-22 06:53PM
Oct-20-22 02:34PM
Oct-18-22 04:15PM
Oct-17-22 11:44AM
09:37AM
Oct-08-22 09:00AM
(The Wall Street Journal)
Sep-30-22 10:08AM
Sep-27-22 01:40PM
Sep-14-22 02:34PM
Sep-09-22 08:00AM
Aug-16-22 07:30AM
Aug-03-22 04:15PM
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Jul-19-22 11:41AM
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
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 0.83
Dividend TTM 0.92 (8.85% ) Quick Ratio - Sales past 5Y - Gross Margin - 52W Low 20.51% ATR (14) 0.08
Dividend Ex-Date May 14, 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 0.00 Prev Close 10.34
Sales Surprise - EPS Surprise - Sales Q/Q - Earnings - Avg Volume 86.89K Price 10.34
SMA20 2.36% SMA50 1.13% SMA200 4.58% Trades
Volume 0 Change 0.00%
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
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 0.00 Prev Close 112.00
Sales Surprise 3.00% EPS Surprise 20.70% Sales Q/Q 7.67% Earnings Apr 25 BMO Avg Volume 442.18K Price 112.00
SMA20 8.67% SMA50 16.76% SMA200 33.14% Trades
Volume 0 Change 0.00%
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 → $70
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(Associated Press Finance)
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(Investor's Business Daily)
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(Thomson Reuters StreetEvents)
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(Associated Press Finance)
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(Thomson Reuters StreetEvents)
12:44PM
10:19AM
07:22AM
(Associated Press Finance)
07:00AM
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Kirby Corp. is a tank barge operator, which engages in transporting bulk liquid products. It transports petrochemicals, black oil, refined petroleum products, and agricultural chemicals. It operates through Marine Transportation and Distribution and Services segments. The Marine Transportation segment provides marine transportation by United States flagged vessels principally of liquid cargoes throughout the United States inland waterway system. The Distribution and Services segment is involved in after-market service and genuine replacement parts for engines, transmissions, reduction gears and related equipment used in oilfield services, marine, power generation, on-highway, and other industrial applications. The company was founded in 1921 and is headquartered in Houston, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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
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 0.48 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 1.10
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 0.00 Prev Close 12.75
Sales Surprise - EPS Surprise - Sales Q/Q - Earnings - Avg Volume 146.14K Price 12.75
SMA20 6.20% SMA50 3.96% SMA200 1.66% Trades
Volume 0 Change 0.00%
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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
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 0.44 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 0.00 Prev Close 7.97
Sales Surprise - EPS Surprise - Sales Q/Q 5.00% Earnings - Avg Volume 48.98K Price 7.97
SMA20 1.16% SMA50 -0.42% SMA200 4.52% Trades
Volume 0 Change 0.00%
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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
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 0.21 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 0.00 Prev Close 13.67
Sales Surprise - EPS Surprise - Sales Q/Q 34.40% Earnings - Avg Volume 92.89K Price 13.67
SMA20 4.25% SMA50 1.99% SMA200 4.57% Trades
Volume 0 Change 0.00%
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Feb-16-21 10:36AM
Jan-29-21 11:35AM
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Jan-06-21 01:06PM
Dec-31-20 10:25AM
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Dec-21-20 04:21PM
Nov-30-20 11:30AM
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Nov-16-20 11:03AM
Oct-30-20 10:45AM
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Sep-30-20 01:30PM
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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
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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
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