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Held by: CEFS

Index	-	P/E	-	EPS (ttm)	-0.92	Insider Own	-	Shs Outstand	37.22M	Perf Week	-0.17%
Market Cap	448.85M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	37.22M	Perf Month	0.08%
Enterprise Value	-	PEG	-	EPS next Q	-	Inst Own	21.53%	Short Float	0.02%	Perf Quarter	-0.74%
Income	-	P/S	13.49	EPS this Y	-	Inst Trans	-	Short Ratio	0.07	Perf Half Y	10.74%
Sales	33.26M	P/B	1.02	EPS next Y	-	ROA	-	Short Interest	0.01M	Perf YTD	1.43%
Book/sh	11.81	P/C	-	EPS next 5Y	-	ROE	-	52W High	12.23 -1.39%	Perf Year	4.24%
Cash/sh	-	P/FCF	-	EPS past 3/5Y	- -	ROIC	-	52W Low	10.65 13.24%	Perf 3Y	5.79%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	0.76% 0.70%	Perf 5Y	-15.84%
Dividend TTM	0.94 (7.76%)	EV/Sales	-	EPS Y/Y TTM	-	Oper. Margin	-	ATR (14)	0.08	Perf 10Y	-13.97%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	-	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	56.96	Recom	-
Dividend Gr. 3/5Y	19.90% 8.10%	Current Ratio	-	EPS Q/Q	-	SMA20	0.71%	Beta	0.63	Target Price	-
Payout	-	Debt/Eq	-	Sales Q/Q	-	SMA50	0.60%	Rel Volume	0.49	Prev Close	12.01
Employees	-	LT Debt/Eq	-	Earnings	-	SMA200	4.42%	Avg Volume	111.18K	Price	12.06
IPO	Feb 21, 1991	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	54,112	Change	0.42%

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

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	Nov 20 '25	Sale	12.11	15,108	182,958	3,715,104	Nov 24 10:54 AM
Saba Capital Management, L.P.	10% Owner	Nov 18 '25	Sale	12.14	30,454	369,712	3,730,212	Nov 20 05:02 PM
Saba Capital Management, L.P.	10% Owner	Nov 17 '25	Sale	12.14	41,527	504,138	3,828,200	Nov 18 07:06 PM
Saba Capital Management, L.P.	10% Owner	Nov 14 '25	Sale	12.19	174,255	2,124,168	3,869,727	Nov 17 10:04 AM
Saba Capital Management, L.P.	10% Owner	Nov 13 '25	Sale	12.20	69,087	842,861	4,043,982	Nov 17 10:04 AM
Saba Capital Management, L.P.	10% Owner	Nov 11 '25	Sale	12.11	62,985	762,748	4,113,069	Nov 12 10:27 AM
Saba Capital Management, L.P.	10% Owner	Nov 10 '25	Sale	12.05	45,586	549,311	4,176,054	Nov 12 10:27 AM
Saba Capital Management, L.P.	10% Owner	Nov 06 '25	Sale	12.04	46,029	554,189	4,263,193	Nov 10 10:37 AM
Saba Capital Management, L.P.	10% Owner	Nov 07 '25	Sale	12.04	41,553	500,298	4,221,640	Nov 10 10:37 AM
Saba Capital Management, L.P.	10% Owner	Nov 04 '25	Sale	12.06	79,199	955,140	4,329,364	Nov 06 12:10 PM
Saba Capital Management, L.P.	10% Owner	Nov 05 '25	Sale	12.08	20,142	243,315	4,309,222	Nov 06 12:10 PM
Saba Capital Management, L.P.	10% Owner	Nov 03 '25	Sale	12.06	28,534	344,120	4,408,563	Nov 04 04:28 PM
Saba Capital Management, L.P.	10% Owner	Oct 31 '25	Sale	12.04	64,028	770,897	4,437,097	Nov 03 12:01 PM
Saba Capital Management, L.P.	10% Owner	Oct 30 '25	Sale	11.98	33,348	399,509	4,501,125	Nov 03 12:01 PM
Saba Capital Management, L.P.	10% Owner	Oct 29 '25	Sale	12.02	25,950	311,919	4,534,473	Oct 30 04:23 PM
Saba Capital Management, L.P.	10% Owner	Oct 28 '25	Sale	12.05	23,610	284,500	4,560,423	Oct 30 04:23 PM
Saba Capital Management, L.P.	10% Owner	Oct 27 '25	Sale	12.03	37,169	447,143	4,584,033	Oct 28 01:32 PM
Saba Capital Management, L.P.	10% Owner	Oct 23 '25	Sale	12.01	32,176	386,434	4,638,336	Oct 27 06:58 PM
Saba Capital Management, L.P.	10% Owner	Oct 24 '25	Sale	12.03	17,134	206,122	4,621,202	Oct 27 06:58 PM
Saba Capital Management, L.P.	10% Owner	Oct 21 '25	Sale	12.13	5,410	65,623	4,673,351	Oct 23 12:31 PM
Saba Capital Management, L.P.	10% Owner	Oct 22 '25	Sale	12.02	2,839	34,125	4,670,512	Oct 23 12:31 PM
Saba Capital Management, L.P.	10% Owner	Oct 13 '25	Sale	12.12	40,105	486,073	4,678,761	Oct 14 12:23 PM
Saba Capital Management, L.P.	10% Owner	Sep 19 '25	Sale	11.33	22,374	253,497	4,718,866	Sep 23 01:42 PM
Saba Capital Management, L.P.	10% Owner	Sep 17 '25	Sale	11.40	32,638	372,073	4,764,708	Sep 19 04:49 PM
Saba Capital Management, L.P.	10% Owner	Sep 18 '25	Sale	11.33	23,468	265,892	4,741,240	Sep 19 04:49 PM
Saba Capital Management, L.P.	10% Owner	Sep 16 '25	Sale	11.37	29,484	335,233	4,797,346	Sep 17 12:12 PM
Saba Capital Management, L.P.	10% Owner	Sep 15 '25	Sale	11.40	24,273	276,712	4,826,830	Sep 17 12:12 PM
Saba Capital Management, L.P.	10% Owner	Sep 11 '25	Sale	11.39	17,596	200,418	4,866,580	Sep 15 05:48 PM
Saba Capital Management, L.P.	10% Owner	Sep 12 '25	Sale	11.44	15,477	177,057	4,851,103	Sep 15 05:48 PM
Saba Capital Management, L.P.	10% Owner	Sep 10 '25	Sale	11.30	4,999	56,489	4,884,176	Sep 11 10:41 AM
Saba Capital Management, L.P.	10% Owner	Sep 08 '25	Sale	11.22	16,022	179,767	4,889,175	Sep 09 03:21 PM
Saba Capital Management, L.P.	10% Owner	Sep 02 '25	Sale	10.93	10,927	119,432	4,905,387	Sep 04 10:49 AM
Saba Capital Management, L.P.	10% Owner	Sep 03 '25	Sale	10.96	190	2,082	4,905,197	Sep 04 10:49 AM
Saba Capital Management, L.P.	10% Owner	Aug 08 '25	Sale	10.98	29,283	321,527	4,916,314	Aug 11 09:22 AM
Saba Capital Management, L.P.	10% Owner	Aug 07 '25	Sale	11.03	5,600	61,768	4,945,597	Aug 11 09:22 AM
Saba Capital Management, L.P.	10% Owner	Aug 06 '25	Sale	11.05	8,505	93,980	4,951,197	Aug 07 10:00 AM
Saba Capital Management, L.P.	10% Owner	Jul 21 '25	Sale	10.82	30,436	329,318	4,959,702	Jul 22 03:49 PM
Saba Capital Management, L.P.	10% Owner	Jul 18 '25	Sale	10.83	3,280	35,522	4,990,138	Jul 21 11:22 AM
Saba Capital Management, L.P.	10% Owner	Jul 17 '25	Sale	10.90	1,600	17,440	4,993,418	Jul 21 11:22 AM
Saba Capital Management, L.P.	10% Owner	Jul 15 '25	Sale	11.02	1,195	13,169	4,995,018	Jul 17 10:37 AM
Saba Capital Management, L.P.	10% Owner	Jul 14 '25	Sale	11.10	4,128	45,821	4,996,213	Jul 15 10:32 AM
Saba Capital Management, L.P.	10% Owner	Jul 10 '25	Sale	11.13	2,036	22,661	5,000,341	Jul 14 02:01 PM
Saba Capital Management, L.P.	10% Owner	Jul 09 '25	Sale	11.14	4,900	54,586	5,002,377	Jul 10 10:20 AM
Saba Capital Management, L.P.	10% Owner	Jul 07 '25	Sale	11.18	11,194	125,149	5,007,277	Jul 08 10:15 AM
Saba Capital Management, L.P.	10% Owner	Jul 03 '25	Sale	11.19	21,908	245,151	5,018,471	Jul 07 11:42 AM
Saba Capital Management, L.P.	10% Owner	Jul 02 '25	Sale	11.21	18,594	208,439	5,040,379	Jul 07 11:42 AM

ECAT BlackRock ESG Capital Allocation Term Trust daily Stock Chart

Held by: CEFS YYY PCEF

Index	-	P/E	7.36	EPS (ttm)	2.04	Insider Own	-	Shs Outstand	99.35M	Perf Week	-3.22%
Market Cap	1.49B	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	99.34M	Perf Month	-5.77%
Enterprise Value	-	PEG	-	EPS next Q	-	Inst Own	38.31%	Short Float	0.05%	Perf Quarter	-7.57%
Income	-	P/S	-	EPS this Y	-	Inst Trans	-	Short Ratio	0.10	Perf Half Y	-9.35%
Sales	-	P/B	-	EPS next Y	-	ROA	-	Short Interest	0.05M	Perf YTD	-2.34%
Book/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W High	17.14 -12.37%	Perf Year	-10.44%
Cash/sh	-	P/FCF	-	EPS past 3/5Y	- -	ROIC	-	52W Low	13.35 12.51%	Perf 3Y	2.98%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	1.42% 1.27%	Perf 5Y	-
Dividend TTM	3.48 (23.16%)	EV/Sales	-	EPS Y/Y TTM	-	Oper. Margin	-	ATR (14)	0.22	Perf 10Y	-
Dividend Ex-Date	Mar 13, 2026	Quick Ratio	-	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	35.21	Recom	-
Dividend Gr. 3/5Y	48.12% -	Current Ratio	-	EPS Q/Q	-	SMA20	-2.54%	Beta	0.93	Target Price	-
Payout	119.87%	Debt/Eq	-	Sales Q/Q	-	SMA50	-3.72%	Rel Volume	1.74	Prev Close	15.22
Employees	-	LT Debt/Eq	-	Earnings	-	SMA200	-6.39%	Avg Volume	450.79K	Price	15.02
IPO	Sep 28, 2021	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	784,056	Change	-1.31%

Nov-14-25 04:30PM	Certain BlackRock Closed-End Funds Announce Renewal of Discount Management Programs (Business Wire)
Nov-03-25 05:23PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
Oct-01-25 08:19PM	Certain BlackRock Closed-End Funds Provide Updates on their Discount Management Programs (Business Wire)
05:51PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
Sep-02-25 05:26PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
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Jul-31-25 04:30PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Jul-01-25 08:00AM	BlackRock ESG Capital Allocation Term Trust's (ECAT) Certified Results of 2025 Annual Meeting Announced (Business Wire)
Jun-30-25 04:31PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Jun-23-25 08:00AM	Three Leading Proxy Advisors Recommend ECAT Shareholders Support Board Nominees and Oppose Saba's Termination Proposal Ahead of June 26 Annual Meeting (Business Wire)
Jun-18-25 04:10PM	ISS Recommends ECAT Shareholders Vote to Support Nine out of Ten Board Nominees and Against Saba's Termination Proposal (Business Wire)
Jun-17-25 09:14AM	Glass Lewis Recommends Shareholders Vote for ECAT Board Nominees and Against Saba's Proposal to Terminate BlackRock as Investment Adviser at Upcoming Annual Meeting (Business Wire)
Jun-02-25 05:27PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
May-30-25 04:31PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Apr-30-25 07:40PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Apr-25-25 05:26AM	4 CEFs To Consider For Your High-Yield Income Compounder Portfolio (Seeking Alpha)
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Apr-14-25 03:01PM	8 Closed-End Fund Buys (And 2 Sells) In The Month Of March 2025 (Seeking Alpha)
Apr-13-25 02:00PM	CEF Weekly Review: BlackRock Resets Its Tender Offers (Seeking Alpha)
Apr-01-25 06:57PM	Certain BlackRock Closed-End Funds Announce Tender Offer in Conjunction with Results of the Quarterly Measurement Period of their Discount Management Programs (Business Wire)
Mar-31-25 05:35PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Mar-28-25 04:54PM	QQQX: Attractive Discount On Top Of Latest Market Pullback (Seeking Alpha)
Mar-27-25 01:45PM	BlackRock ESG Capital Allocation Term Trust Q4 2024 Commentary (SeekingAlpha)
Mar-25-25 10:48AM	BlackRock ESG Capital Allocation Term Trust (ECAT): Among Stocks Receiving the Most Insider Love in March (InsiderMonkey)
Mar-03-25 06:49PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
Feb-28-25 04:59PM	Certain BlackRock Closed-End Funds Announce Renewal of Discount Management Programs (Business Wire)
Feb-03-25 05:16PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
Jan-02-25 04:30PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
04:30PM	Certain BlackRock Closed-End Funds Announce Tender Offer in Conjunction with Results of the Quarterly Measurement Period of their Discount Management Programs (Business Wire)
Dec-23-24 07:30PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Nov-29-24 02:41PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Nov-18-24 09:32PM	Certain BlackRock Funds Announce Expiration and Preliminary Results of Tender Offers (Business Wire)
09:17PM	Loading…
09:17PM	Certain BlackRock Funds Announce Final Results of Tender Offers (Business Wire)
Oct-31-24 04:30PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Oct-01-24 04:30PM	Certain BlackRock Closed-End Funds Announce Tender Offer in Conjunction with Results of the Quarterly Measurement Period of their Discount Management Programs (Business Wire)
Sep-12-24 07:30PM	Distribution Dates and Amounts Announced for ECAT, BCAT, BMEZ, BSTZ and BIGZ (Business Wire)
Sep-03-24 04:30PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
Aug-30-24 04:30PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Aug-22-24 08:30PM	Certain BlackRock Funds Announce Final Results of Tender Offers (Business Wire)
Aug-21-24 08:30PM	Certain BlackRock Funds Announce Expiration and Preliminary Results of Tender Offers (Business Wire)
Aug-01-24 04:30PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
Jul-31-24 05:00PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Jul-01-24 05:00PM	Certain BlackRock Closed-End Funds Announce Tender Offer in Conjunction with Results of the Quarterly Measurement Period of their Discount Management Programs (Business Wire)
04:30PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
08:00AM	Saba Capital Corrects BlackRocks Intentionally False and Misleading 2024 Annual Meeting Results (Business Wire)
Jun-28-24 04:30PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Jun-26-24 01:30PM	U.S. Court of Appeals for the Second Circuit Reaffirms Ruling That Certain Closed-End Funds, Including Funds Advised by BlackRock, Violated the Investment Company Act of 1940 (Business Wire)
Jun-25-24 08:10PM	U.S. District Court for the Southern District of New York Denies BlackRocks Motion to Dismiss Saba Capitals Entrenchment Bylaw Lawsuit (Business Wire)
Jun-13-24 08:53AM	ISS Recommends Shareholders Vote the GOLD Proxy Card FOR Saba Capitals Nominees at Four Major BlackRock Closed-End Funds (Business Wire)
Jun-11-24 12:20PM	ISS Endorses ALL of Saba Capitals Nominees at the BlackRock Science and Technology Term Trust and BlackRock California Municipal Income Trust (Business Wire)
Jun-03-24 04:30PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
May-31-24 04:30PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
May-30-24 08:00AM	Saba Capital Shares Key Facts That Reinforce the Urgent Need for Change at 10 BlackRock Closed-End Funds (Business Wire)
May-20-24 07:00AM	Saba Capital Releases Presentation Detailing Plan to Deliver Enhanced Shareholder Value at 10 BlackRock Closed-End Funds (Business Wire)
06:00AM	BlackRock Announces Increased Distribution Rates for Certain Closed-End Funds (Business Wire)
May-03-24 06:05PM	Certain BlackRock Closed-End Funds Announce Adoption of Discount Management Program (Business Wire)
May-01-24 04:30PM	Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds (Business Wire)
Apr-30-24 04:30PM	Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions (Business Wire)
Mar-06-24 02:30PM	Saba Launches Campaign to Improve the Boards of 10 Poorly Governed and Underperforming Closed-End Funds Managed by BlackRock (Business Wire)
Jan-02-24 05:00PM	BlackRock ESG Capital Allocation Term Trust (ECAT) Announces Increase to Distribution Under Managed Distribution Plan (Business Wire)
Dec-07-23 08:00AM	U.S. District Court for the Southern District of New York Rules That Certain Closed-End Funds, Including Funds Advised by BlackRock, Violated the Investment Company Act of 1940 (Business Wire)
Oct-10-23 04:30PM	BIGZ, BMEZ, BSTZ, BCAT, and ECAT Repurchased over $137 Million of Shares in 2023 (Business Wire)
Aug-24-23 06:00PM	BlackRock Announces Release of Commentaries for Certain Closed-End Funds (BIGZ, BSTZ, BMEZ, BCAT, ECAT, and BMN) and Private Investment Report (Business Wire)
Jul-31-23 11:20AM	Hedge Funds Target Closed-End Funds With Arbitrage Plays (The Wall Street Journal)
Jul-03-23 09:15AM	Leading Independent Proxy Advisory Firm ISS Supports Saba Capitals Case for Change at Three BlackRock Closed-End Funds (Business Wire)
Mar-31-23 04:30PM	BlackRock Announces Name Changes for Five Closed-End Funds with Contingent Limited Terms (Business Wire)
Feb-16-23 04:30PM	BlackRock Announces Release of Fourth Quarter Commentaries for Certain Closed-End Funds (BIGZ, BSTZ, BMEZ, BCAT, ECAT, and BMN) (Business Wire)
Feb-01-23 04:30PM	BlackRock Capital Allocation Trust (BCAT) and BlackRock ESG Capital Allocation Trust (ECAT) Announce Increases to Distribution Rates Under Managed Distribution Plan (Business Wire)
Jan-24-23 09:15AM	BlackRock ESG Capital Allocation Trust (ECAT) and BlackRock Capital Allocation Trust (BCAT) conference call featuring Rick Rieder to be held on Wednesday, January 25th at 2:00pm ET (Business Wire)
Jan-03-23 06:26AM	Daily Vickers Top Buyers & Sellers for 01/03/2023 (Argus Research)
Nov-30-22 09:15AM	BlackRock to Host Tax-Loss Harvesting & Closed-End Fund Opportunities Conference Call on December 1, 2022 at 2:00pm ET (Business Wire)
Aug-16-22 04:30PM	BlackRock Announces Release of Second Quarter Commentaries for Certain Closed-End Funds (BIGZ, BSTZ, BMEZ, BCAT, and ECAT) (Business Wire)
May-10-22 04:30PM	BlackRock Closed-End Funds Call Replay Now Available (Business Wire)
May-04-22 04:30PM	BlackRock Announces Release of First Quarter Commentaries for Certain Closed-End Funds (BIGZ, BSTZ, BMEZ, BCAT, and ECAT) (Business Wire)
Apr-12-22 04:30PM	BlackRock Closed-End Fund ("CEF") Call on Thursday, April 14th at 10:30am ET (Business Wire)
Feb-03-22 01:38PM	Moisand Fitzgerald Tamayo, LLC Buys Dimensional International Core Equity Market ETF, Avantis ... (GuruFocus.com)
Feb-01-22 05:30PM	BlackRock Announces Release of Fourth Quarter Commentaries for Certain Closed-End Funds (BIGZ, BSTZ, BMEZ, BCAT, and ECAT) (Business Wire)
Nov-29-21 04:30PM	BlackRock ESG Capital Allocation Trust Announces Initial Distribution (Business Wire)
Nov-19-21 04:30PM	Certain BlackRock Limited Term Closed-End Funds Announce Share Repurchase Programs (Business Wire)

BlackRock ESG Capital Allocation Trust's (ECAT) (the 'Trust') investment objectives are to provide total return and income through a combination of current income, current gains and long-term capital appreciation. The Trust invests in a portfolio of equity and debt securities. Generally, the Trust's portfolio will include both equity and debt securities. At any given time, however, the Trust may emphasize either debt securities or equity securities. The Trust will invest at least 80% of its total assets in securities that, in the Advisor?s assessment, meet the environmental, social and governance ("ESG") criteria as described in the Trust's prospectus and shareholder reports. The Trust utilizes an option writing (selling) strategy in an effort to generate current gains from options premiums and to enhance the Trust's risk-adjusted returns.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Saba Capital Management, L.P.	10% Owner	Feb 12 '26	Sale	15.47	234,005	3,620,057	23,954,247	Feb 17 03:06 PM
Saba Capital Management, L.P.	10% Owner	Feb 13 '26	Sale	15.22	50,600	770,132	23,903,647	Feb 17 03:06 PM
Saba Capital Management, L.P.	10% Owner	Feb 11 '26	Sale	15.60	156,858	2,446,985	24,188,252	Feb 12 10:04 AM
Saba Capital Management, L.P.	10% Owner	Feb 09 '26	Sale	15.55	96,973	1,507,930	24,409,211	Feb 11 01:08 PM
Saba Capital Management, L.P.	10% Owner	Feb 10 '26	Sale	15.60	64,101	999,976	24,345,110	Feb 11 01:08 PM
Saba Capital Management, L.P.	10% Owner	Feb 05 '26	Sale	15.11	131,090	1,980,770	24,542,228	Feb 09 03:09 PM
Saba Capital Management, L.P.	10% Owner	Feb 06 '26	Sale	15.29	36,044	551,113	24,506,184	Feb 09 03:09 PM
Saba Capital Management, L.P.	10% Owner	Feb 04 '26	Sale	15.28	151,192	2,310,214	24,673,318	Feb 05 11:49 AM
Saba Capital Management, L.P.	10% Owner	Feb 03 '26	Sale	15.38	143,707	2,210,214	24,824,510	Feb 05 11:49 AM
Saba Capital Management, L.P.	10% Owner	Feb 02 '26	Sale	15.55	178,239	2,771,616	24,968,217	Feb 03 02:56 PM
Saba Capital Management, L.P.	10% Owner	Jan 29 '26	Sale	15.44	166,027	2,563,457	25,304,283	Feb 02 10:59 AM
Saba Capital Management, L.P.	10% Owner	Jan 30 '26	Sale	15.46	157,827	2,440,005	25,146,456	Feb 02 10:59 AM
Saba Capital Management, L.P.	10% Owner	Jan 28 '26	Sale	15.53	105,896	1,644,565	25,470,310	Jan 29 10:10 AM
Saba Capital Management, L.P.	10% Owner	Jan 27 '26	Sale	15.54	83,984	1,305,111	25,576,206	Jan 29 10:10 AM
Saba Capital Management, L.P.	10% Owner	Jan 26 '26	Sale	15.54	44,054	684,599	25,660,190	Jan 27 01:31 PM
Saba Capital Management, L.P.	10% Owner	Jan 23 '26	Sale	15.50	58,213	902,302	25,704,244	Jan 26 01:25 PM
Saba Capital Management, L.P.	10% Owner	Jan 22 '26	Sale	15.50	35,831	555,380	25,762,457	Jan 26 01:25 PM
Saba Capital Management, L.P.	10% Owner	Jan 21 '26	Sale	15.38	169,776	2,611,155	25,798,288	Jan 22 01:02 PM
Saba Capital Management, L.P.	10% Owner	Jan 20 '26	Sale	15.39	102,837	1,582,661	25,968,064	Jan 22 01:02 PM
Saba Capital Management, L.P.	10% Owner	Jan 15 '26	Sale	15.97	80,452	1,284,818	26,146,336	Jan 20 05:22 PM
Saba Capital Management, L.P.	10% Owner	Jan 16 '26	Sale	15.94	75,435	1,202,434	26,070,901	Jan 20 05:22 PM
Saba Capital Management, L.P.	10% Owner	Jan 14 '26	Sale	15.89	75,713	1,203,080	26,226,788	Jan 15 10:14 AM
Saba Capital Management, L.P.	10% Owner	Jan 13 '26	Sale	15.92	11,153	177,556	26,302,501	Jan 15 10:14 AM
Saba Capital Management, L.P.	10% Owner	Jan 06 '26	Sale	15.75	9,943	156,602	26,313,654	Jan 08 10:32 AM
Saba Capital Management, L.P.	10% Owner	Jan 02 '26	Sale	15.45	12,660	195,597	26,323,597	Jan 05 10:53 AM
Saba Capital Management, L.P.	10% Owner	Dec 24 '25	Sale	15.57	1,100	17,127	26,336,257	Dec 30 07:10 PM
Saba Capital Management, L.P.	10% Owner	Dec 01 '25	Sale	16.03	54,394	871,936	26,337,357	Dec 02 10:11 AM
Saba Capital Management, L.P.	10% Owner	Nov 28 '25	Sale	16.02	9,389	150,412	26,726,410	Dec 02 10:11 AM
Saba Capital Management, L.P.	10% Owner	Nov 26 '25	Sale	16.00	56,976	911,616	26,735,799	Dec 01 05:48 PM
Saba Capital Management, L.P.	10% Owner	Nov 25 '25	Sale	15.80	49,669	784,770	26,792,775	Nov 26 01:31 PM
Saba Capital Management, L.P.	10% Owner	Nov 24 '25	Sale	15.65	10,891	170,444	26,842,444	Nov 25 09:52 AM
Saba Capital Management, L.P.	10% Owner	Nov 19 '25	Sale	15.64	9,750	152,490	26,853,335	Nov 20 04:38 PM
Saba Capital Management, L.P.	10% Owner	Nov 17 '25	Sale	15.85	44,604	706,973	26,863,085	Nov 18 07:02 PM
Saba Capital Management, L.P.	10% Owner	Nov 14 '25	Sale	16.30	90,456	1,474,433	26,907,689	Nov 17 09:59 AM
Saba Capital Management, L.P.	10% Owner	Nov 13 '25	Sale	16.45	62,082	1,021,249	26,998,145	Nov 17 09:59 AM
Saba Capital Management, L.P.	10% Owner	Nov 11 '25	Sale	16.39	39,740	651,339	27,060,227	Nov 12 10:22 AM
Saba Capital Management, L.P.	10% Owner	Nov 10 '25	Sale	16.28	17,653	287,391	27,099,967	Nov 12 10:22 AM
Saba Capital Management, L.P.	10% Owner	Nov 06 '25	Sale	16.10	57,053	918,553	27,117,620	Nov 10 10:34 AM
Saba Capital Management, L.P.	10% Owner	Nov 05 '25	Sale	16.30	49,369	804,715	27,174,673	Nov 06 12:03 PM
Saba Capital Management, L.P.	10% Owner	Nov 04 '25	Sale	16.30	3,600	58,680	27,224,042	Nov 06 12:03 PM
Saba Capital Management, L.P.	10% Owner	Nov 03 '25	Sale	16.40	70,661	1,158,840	27,227,642	Nov 04 04:12 PM
Saba Capital Management, L.P.	10% Owner	Oct 30 '25	Sale	16.46	78,022	1,284,242	27,322,348	Nov 03 11:50 AM
Saba Capital Management, L.P.	10% Owner	Oct 31 '25	Sale	16.42	24,045	394,819	27,298,303	Nov 03 11:50 AM
Saba Capital Management, L.P.	10% Owner	Oct 29 '25	Sale	16.55	75,953	1,257,022	27,400,370	Oct 30 03:55 PM
Saba Capital Management, L.P.	10% Owner	Oct 28 '25	Sale	16.64	1,200	19,968	27,476,323	Oct 30 03:55 PM
Saba Capital Management, L.P.	10% Owner	Oct 27 '25	Sale	16.53	25,802	426,507	27,477,523	Oct 28 12:40 PM
Saba Capital Management, L.P.	10% Owner	Oct 23 '25	Sale	16.32	26,032	424,842	27,503,325	Oct 27 06:52 PM
Saba Capital Management, L.P.	10% Owner	Oct 22 '25	Sale	16.25	28,112	456,820	27,529,357	Oct 23 12:15 PM
Saba Capital Management, L.P.	10% Owner	Oct 14 '25	Sale	16.53	50,936	841,972	27,567,322	Oct 16 10:13 AM
Saba Capital Management, L.P.	10% Owner	Oct 15 '25	Sale	16.26	6,233	101,349	27,561,089	Oct 16 10:13 AM
Saba Capital Management, L.P.	10% Owner	Oct 10 '25	Sale	16.59	26,858	445,574	27,637,666	Oct 14 11:02 AM
Saba Capital Management, L.P.	10% Owner	Oct 13 '25	Sale	16.58	19,408	321,785	27,618,258	Oct 14 11:02 AM
Saba Capital Management, L.P.	10% Owner	Oct 09 '25	Sale	16.62	13,647	226,813	27,664,524	Oct 14 11:02 AM
Saba Capital Management, L.P.	10% Owner	Oct 08 '25	Sale	16.64	32,386	538,903	27,678,171	Oct 09 10:24 AM
Saba Capital Management, L.P.	10% Owner	Oct 07 '25	Sale	16.57	30,072	498,293	27,710,557	Oct 08 10:27 AM
Saba Capital Management, L.P.	10% Owner	Oct 06 '25	Sale	16.65	5,792	96,437	27,743,504	Oct 08 10:27 AM
Saba Capital Management, L.P.	10% Owner	Oct 03 '25	Sale	16.65	30,649	510,306	27,746,421	Oct 06 02:41 PM
Saba Capital Management, L.P.	10% Owner	Oct 02 '25	Sale	16.56	5,524	91,477	27,777,070	Oct 06 02:41 PM
Saba Capital Management, L.P.	10% Owner	Oct 01 '25	Sale	16.55	18,130	300,052	27,782,594	Oct 02 10:23 AM
Saba Capital Management, L.P.	10% Owner	Sep 30 '25	Sale	16.44	1,063	17,476	27,800,724	Oct 02 10:23 AM
Saba Capital Management, L.P.	10% Owner	Sep 25 '25	Sale	16.24	1,113	18,075	27,801,787	Sep 29 12:10 PM
Saba Capital Management, L.P.	10% Owner	Sep 24 '25	Sale	16.39	28,886	473,442	27,802,900	Sep 25 03:19 PM
Saba Capital Management, L.P.	10% Owner	Sep 23 '25	Sale	16.45	17,785	292,563	27,831,786	Sep 25 03:19 PM
Saba Capital Management, L.P.	10% Owner	Sep 16 '25	Sale	16.51	5,776	95,362	27,849,571	Sep 17 11:37 AM
Saba Capital Management, L.P.	10% Owner	Sep 12 '25	Sale	16.79	19,682	330,461	27,855,347	Sep 15 05:26 PM
Saba Capital Management, L.P.	10% Owner	Sep 11 '25	Sale	16.76	4,006	67,141	27,875,029	Sep 15 05:26 PM
Saba Capital Management, L.P.	10% Owner	Sep 10 '25	Sale	16.70	109,895	1,835,246	27,879,035	Sep 11 09:33 AM
Saba Capital Management, L.P.	10% Owner	Sep 09 '25	Sale	16.69	76,416	1,275,383	27,988,930	Sep 11 09:33 AM
Saba Capital Management, L.P.	10% Owner	Sep 08 '25	Sale	16.66	79,152	1,318,672	28,065,346	Sep 09 11:56 AM
Saba Capital Management, L.P.	10% Owner	Sep 04 '25	Sale	16.55	91,395	1,512,587	28,211,871	Sep 08 12:28 PM
Saba Capital Management, L.P.	10% Owner	Sep 05 '25	Sale	16.56	67,373	1,115,697	28,144,498	Sep 08 12:28 PM
Saba Capital Management, L.P.	10% Owner	Sep 02 '25	Sale	16.38	130,848	2,143,290	28,393,148	Sep 04 10:25 AM
Saba Capital Management, L.P.	10% Owner	Sep 03 '25	Sale	16.50	89,882	1,483,053	28,303,266	Sep 04 10:25 AM
Saba Capital Management, L.P.	10% Owner	Aug 29 '25	Sale	16.51	76,648	1,265,458	28,523,996	Sep 02 04:09 PM
Saba Capital Management, L.P.	10% Owner	Aug 28 '25	Sale	16.63	4,397	73,122	28,600,644	Sep 02 04:09 PM
BlackRock, Inc.		Mar 24 '25	Buy	16.34	46,745	763,813	1,223,545	Mar 24 06:13 PM
BlackRock, Inc.		Mar 21 '25	Buy	16.20	101,600	1,645,920	1,176,800	Mar 21 05:36 PM
BlackRock, Inc.		Mar 20 '25	Buy	16.31	101,600	1,657,096	1,075,200	Mar 20 06:09 PM
BlackRock, Inc.		Mar 19 '25	Buy	16.21	101,600	1,646,936	973,600	Mar 19 07:46 PM
BlackRock, Inc.		Mar 18 '25	Buy	16.12	101,600	1,637,792	872,000	Mar 18 06:53 PM
BlackRock, Inc.		Mar 17 '25	Buy	16.18	101,600	1,643,888	770,400	Mar 17 06:58 PM
BlackRock, Inc.		Mar 14 '25	Buy	16.16	86,000	1,389,760	668,800	Mar 14 07:22 PM
BlackRock, Inc.		Mar 13 '25	Buy	16.41	86,000	1,411,260	582,800	Mar 13 06:27 PM
BlackRock, Inc.		Mar 12 '25	Buy	16.43	86,000	1,412,980	496,800	Mar 12 06:27 PM
BlackRock, Inc.		Mar 11 '25	Buy	16.24	86,000	1,396,640	410,800	Mar 11 06:21 PM
BlackRock, Inc.		Mar 10 '25	Buy	16.38	86,000	1,408,680	324,800	Mar 10 08:02 PM
BlackRock, Inc.		Mar 07 '25	Buy	16.50	79,600	1,313,400	238,800	Mar 07 06:31 PM
BlackRock, Inc.		Mar 06 '25	Buy	16.62	79,600	1,322,952	159,200	Mar 06 09:53 PM
BlackRock, Inc.		Mar 05 '25	Buy	16.64	79,600	1,324,544	79,600	Mar 06 09:27 AM
Saba Capital Management, L.P.	10% Owner	Feb 27 '25	Buy	16.55	12,099	200,238	28,605,041	Mar 03 10:36 AM
Saba Capital Management, L.P.	10% Owner	Feb 26 '25	Buy	16.53	40,215	664,754	28,592,942	Feb 27 09:58 AM

Open in Screener

VICR

Vicor Corp

Feb 17 • 04:00PM ET

157.28

+1.32 0.85 %

Technology • Electronic Components • USA • NASD

Peers: AVGO TXN INTC ADI MPWR NXPI ON QCOM AMD MCHP

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

Index	RUT	P/E	86.16	EPS (ttm)	1.83	Insider Own	49.10%	Shs Outstand	32.94M	Perf Week	-1.11%
Market Cap	7.02B	Forward P/E	77.05	EPS next Y	2.04	Insider Trans	-1.41%	Shs Float	22.73M	Perf Month	8.11%
Enterprise Value	6.67B	PEG	0.46	EPS next Q	0.44	Inst Own	44.69%	Short Float	6.92%	Perf Quarter	77.56%
Income	82.27M	P/S	17.71	EPS this Y	1444.29%	Inst Trans	2.71%	Short Ratio	3.16	Perf Half Y	230.07%
Sales	396.60M	P/B	11.15	EPS next Y	-5.58%	ROA	12.25%	Short Interest	1.57M	Perf YTD	43.50%
Book/sh	14.11	P/C	19.38	EPS next 5Y	168.80%	ROE	13.89%	52W High	177.00 -11.14%	Perf Year	213.81%
Cash/sh	8.12	P/FCF	59.80	EPS past 3/5Y	-52.41% -16.70%	ROIC	12.94%	52W Low	38.92 304.06%	Perf 3Y	156.62%
Dividend Est.	-	EV/EBITDA	131.86	Sales past 3/5Y	-0.03% 6.43%	Gross Margin	51.78%	Volatility	7.09% 7.68%	Perf 5Y	59.22%
Dividend TTM	-	EV/Sales	16.81	EPS Y/Y TTM	1745.46%	Oper. Margin	7.65%	ATR (14)	11.27	Perf 10Y	2031.17%
Dividend Ex-Date	Aug 05, 2011	Quick Ratio	6.25	Sales Y/Y TTM	11.55%	Profit Margin	20.74%	RSI (14)	54.55	Recom	1.40
Dividend Gr. 3/5Y	- -	Current Ratio	7.55	EPS Q/Q	146.27%	SMA20	-1.84%	Beta	1.90	Target Price	158.75
Payout	0.00%	Debt/Eq	0.01	Sales Q/Q	18.52%	SMA50	17.67%	Rel Volume	0.91	Prev Close	155.96
Employees	1100	LT Debt/Eq	0.01	Earnings	Feb 19 AMC	SMA200	108.66%	Avg Volume	497.82K	Price	157.28
IPO	Apr 03, 1990	Option/Short	Yes / Yes	EPS/Sales Surpr.	270.59% 15.75%	Trades		Volume	453,036	Change	0.85%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-17-25	Initiated	Roth Capital	Buy	$115
Oct-22-25	Upgrade	Craig Hallum	Hold → Buy	$90
Feb-23-24	Downgrade	Craig Hallum	Buy → Hold	$40
Oct-25-23	Downgrade	Needham	Buy → Hold
Jul-26-23	Upgrade	Craig Hallum	Hold → Buy	$60 → $80
Feb-24-23	Downgrade	Craig Hallum	Buy → Hold	$70 → $45
Oct-26-22	Upgrade	CJS Securities	Market Perform → Market Outperform	$63
Oct-11-22	Reiterated	Needham	Buy	$75 → $65
Mar-23-22	Downgrade	CJS Securities	Market Outperform → Market Perform
May-27-20	Initiated	BWS Financial	Buy	$84
May-15-20	Reiterated	Needham	Buy	$48 → $60
Apr-27-20	Downgrade	Northland Capital	Outperform → Market Perform	$48
Apr-15-20	Reiterated	Needham	Buy	$57 → $48
Jan-07-20	Reiterated	Needham	Buy	$45 → $57
Nov-21-19	Reiterated	Needham	Buy	$42 → $45
Oct-08-19	Initiated	Needham	Buy	$42
Aug-12-19	Initiated	Craig Hallum	Buy	$43
Jun-10-19	Initiated	CJS Securities	Market Outperform	$40
Apr-10-19	Initiated	Northland Capital	Outperform	$36
May-06-09	Downgrade	Ardour Capital	Hold → Reduce	$4.50 → $5.50

Show Previous Ratings

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Jan-09-26 11:30AM	Vicor (VICR) Stock Is Up, What You Need To Know (StockStory)
06:31AM	Roth Capital Anticipates Growth, Margin Expansion for Vicor Corp. (VICR) Driven by New Product Rollout, IP Royalty Income (Insider Monkey)
Jan-08-26 09:00AM	Vicor to participate in 28th Annual Needham Growth Conference (GlobeNewswire)
Jan-05-26 03:45PM	Why Are Vicor (VICR) Shares Soaring Today (StockStory) +14.36%
Dec-31-25 11:34PM	1 Momentum Stock to Target This Week and 2 That Underwhelm (StockStory) +6.62%
Dec-23-25 11:31PM	2 Industrials Stocks with Exciting Potential and 1 That Underwhelm (StockStory)
Dec-19-25 03:15PM	Vicor (VICR) Stock Trades Up, Here Is Why (StockStory) +6.22%
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Dec-17-25 01:01PM	Why Vicor (VICR) Stock Is Up Today (StockStory)
Dec-04-25 01:58PM	Vicor Corporation (VICR): A Bull Case Theory (Insider Monkey)
Nov-21-25 08:39AM	2 Momentum Stocks with Solid Fundamentals and 1 We Turn Down (StockStory)
Nov-13-25 08:00AM	Stocks making big moves yesterday: Vicor, SoFi, Rocket Lab, Chegg, and Western Digital (StockStory) -6.12%
Nov-12-25 10:36PM	Q3 Rundown: Vicor (NASDAQ:VICR) Vs Other Electronic Components Stocks (StockStory)
12:06PM	Vicor (VICR) Stock Trades Up, Here Is Why (StockStory)
Nov-11-25 11:03PM	3 Reasons to Avoid VICR and 1 Stock to Buy Instead (StockStory)
Nov-06-25 01:33PM	3 Volatile Stocks We're Skeptical Of (StockStory) -6.18%
Oct-31-25 02:52PM	Wesco International Stock Earns 87 RS Rating (Investor's Business Daily)
Oct-28-25 01:34AM	5 Insightful Analyst Questions From Vicor's Q3 Earnings Call (StockStory)
Oct-24-25 12:45AM	3 Profitable Stocks We Steer Clear Of (StockStory)
Oct-22-25 05:10PM	Why Vicor Stock Skyrocketed Today (Motley Fool) +30.33% +8.42%
02:39PM	This Little-Known Power Stock Is Up 27%. AI Dollars Keep Trickling Down. (Barrons.com)
11:50AM	Why Vicor (VICR) Stock Is Trading Up Today (StockStory)
09:00AM	VICR Q3 Deep Dive: IP Licensing and Advanced Power Modules Propel Growth Amid AI Opportunity (StockStory)
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Oct-21-25 11:01PM	Vicor Corp (VICR) Q3 2025 Earnings Call Highlights: Navigating Revenue Challenges with ... (GuruFocus.com) +13.37%
05:18PM	Vicor: Q3 Earnings Snapshot (Associated Press Finance)
04:59PM	Vicor's (NASDAQ:VICR) Q3: Strong Sales (StockStory)
04:05PM	Vicor Corporation Reports Results for the Third Quarter Ended September 30, 2025 (GlobeNewswire)
11:15AM	Why Vicor (VICR) Stock Is Up Today (StockStory)
Oct-20-25 03:50PM	Vicor steps up its IP licensing practice (GlobeNewswire)
09:19AM	Earnings To Watch: Vicor Corp (VICR) Reports Q3 2025 Result (GuruFocus.com)
Oct-19-25 11:05PM	What To Expect From Vicor's (VICR) Q3 Earnings (StockStory)
Oct-13-25 12:20PM	Vicor (VICR) Stock Trades Up, Here Is Why (StockStory) +7.00%
Oct-07-25 02:50PM	Vicor Corporation to Hold Third Quarter Earnings Conference Call and Webcast on October 21, 2025 (GlobeNewswire)
Sep-25-25 12:31AM	3 Russell 2000 Stocks We Think Twice About (StockStory)
Sep-15-25 09:37AM	The Brown Capital Small Company Fund Exited Vicor (VICR) Due to Thesis Misalignment (Insider Monkey)
Sep-02-25 02:26PM	Vicor (VICR) Stock Trades Down, Here Is Why (StockStory)
Aug-20-25 12:03AM	3 Reasons VICR is Risky and 1 Stock to Buy Instead (StockStory)
Aug-14-25 05:11PM	Vicor, Hillman, Byrna, Hertz, and Commercial Vehicle Group Shares Are Falling, What You Need To Know (StockStory)
Aug-11-25 11:32PM	Electronic Components Stocks Q2 Results: Benchmarking Vicor (NASDAQ:VICR) (StockStory)
Aug-07-25 11:09AM	Spirit Electronics Adds Vicor Modular Power Solutions for Satellite and Space Applications (Business Wire)
Jul-29-25 01:32AM	The 5 Most Interesting Analyst Questions From Vicor's Q2 Earnings Call (StockStory)
Jul-25-25 09:24AM	VICR Q2 Deep Dive: Patent Settlement and New Product Progress Drive Outperformance (StockStory)
Jul-23-25 01:11PM	Why Is Vicor (VICR) Stock Soaring Today (StockStory) +16.55%
Jul-22-25 05:31PM	Vicor's (NASDAQ:VICR) Q2: Strong Sales, Stock Jumps 32.5% (StockStory) -5.44%
04:13PM	Vicor: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Vicor Corporation Reports Results for the Second Quarter Ended June 30, 2025 (GlobeNewswire)
Jul-21-25 09:21AM	Vicor Corp (VICR) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jul-20-25 11:07PM	Vicor (VICR) Q2 Earnings: What To Expect (StockStory)
Jul-15-25 12:32AM	3 Industrials Stocks Facing Headwinds (StockStory)
Jul-08-25 02:12PM	Vicor Corporation to Hold Second Quarter Earnings Conference Call and Webcast on July 22, 2025 (GlobeNewswire)
Jun-24-25 03:47PM	Vicor's Q1 Earnings Call: Our Top 5 Analyst Questions (StockStory)
May-27-25 11:32PM	Electronic Components Stocks Q1 Recap: Benchmarking Vicor (NASDAQ:VICR) (StockStory)
May-19-25 12:02AM	Vicor (VICR): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
May-08-25 12:39AM	3 Cash-Heavy Stocks That Concern Us (StockStory)
May-05-25 05:48AM	Is Vicor's Growth Story Overhyped? The Fundamentals Say, Yes (Seeking Alpha)
May-04-25 11:00AM	Vicor: Finally, Signs Of Life (Seeking Alpha)
06:55AM	Vicor: Margin Compression Is Shocking (Technical Analysis) (Seeking Alpha)
Apr-30-25 07:12PM	Why Vicor Stock Plummeted by 23% on Wednesday (Motley Fool) -23.13%
03:18AM	Vicor Corp (VICR) Q1 2025 Earnings Call Highlights: Revenue Growth Amidst Margin Pressures (GuruFocus.com)
Apr-29-25 08:14PM	Vicor Corporation (VICR) Q1 2025 Earnings Call Transcript (Seeking Alpha)
04:19PM	Vicor (NASDAQ:VICR) Misses Q1 Revenue Estimates, Stock Drops 11.5% (StockStory)
04:19PM	Vicor: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Vicor Corporation Reports Results for the First Quarter Ended March 31, 2025 (GlobeNewswire)
01:54AM	Vicor Corp (VICR) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Apr-28-25 03:07AM	Vicor (VICR) Reports Earnings Tomorrow: What To Expect (StockStory)
Apr-09-25 05:04AM	Vicor (VICR): Buy, Sell, or Hold Post Q4 Earnings? (StockStory) +13.56%
Apr-08-25 04:05PM	Vicor Corporation to Hold First Quarter Earnings Conference Call and Webcast on April 29, 2025 (GlobeNewswire)
Apr-01-25 09:10AM	Vicor to present at WCX 2025 in Detroit (GlobeNewswire)
Mar-26-25 03:20PM	Vicor releases a DCM family of regulated 48V to 12V DC-DC converters (GlobeNewswire)
05:07AM	Electronic Components Stocks Q4 Highlights: Vicor (NASDAQ:VICR) (StockStory)
Mar-24-25 10:46PM	US chipmaker Vicor pushes 48V power modules for AI, industrial applications (DigiTimes)
Feb-24-25 08:08AM	Novanta (NOVT) Q4 Earnings: What To Expect (StockStory) -5.21%
Feb-21-25 03:24PM	Why Vicor (VICR) Stock Is Trading Up Today (StockStory) +22.77%
03:07PM	Why Vicor Stock Is Skyrocketing Today (Motley Fool)
02:15AM	Vicor Corp (VICR) Q4 2024 Earnings Call Highlights: Revenue Growth and Strategic Advances ... (GuruFocus.com)
Feb-20-25 05:23PM	Vicor (NASDAQ:VICR) Reports Strong Q4 (StockStory)
04:52PM	Vicor: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Vicor Corporation Reports Results for the Fourth Quarter and Year Ended December 31, 2024 (GlobeNewswire)
09:06AM	Vicor Corp (VICR) Q4 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-19-25 08:08AM	Vicor (VICR) Q4 Earnings Report Preview: What To Look For (StockStory)
Feb-14-25 12:43PM	ITC bars importation of power modules and unlicensed computing systems that infringe Vicor patents (GlobeNewswire)
Feb-06-25 04:05PM	Vicor Corporation to Hold Fourth Quarter Earnings Conference Call and Webcast on February 20, 2025 (GlobeNewswire)
Jan-15-25 04:08AM	Electronic Components Stocks Q3 In Review: Bel Fuse (NASDAQ:BELFA) Vs Peers (StockStory)
Jan-14-25 04:02AM	A Look Back at Electronic Components Stocks Q3 Earnings: Allient (NASDAQ:ALNT) Vs The Rest Of The Pack (StockStory)
Jan-13-25 04:03AM	Q3 Earnings Highlights: Littelfuse (NASDAQ:LFUS) Vs The Rest Of The Electronic Components Stocks (StockStory)
Jan-08-25 04:02AM	Reflecting On Electronic Components Stocks Q3 Earnings: Vishay Precision (NYSE:VPG) (StockStory)
Dec-25-24 04:02AM	A Look Back at Electronic Components Stocks Q3 Earnings: Novanta (NASDAQ:NOVT) Vs The Rest Of The Pack (StockStory)
Dec-24-24 04:04AM	Q3 Earnings Review: Electronic Components Stocks Led by Vicor (NASDAQ:VICR) (StockStory)
Dec-23-24 04:05AM	Electronic Components Stocks Q3 Recap: Benchmarking nLIGHT (NASDAQ:LASR) (StockStory)
Dec-20-24 04:08AM	Electronic Components Stocks Q3 In Review: Belden (NYSE:BDC) Vs Peers (StockStory)
Dec-18-24 04:01AM	Q3 Earnings Outperformers: Advanced Energy (NASDAQ:AEIS) And The Rest Of The Electronic Components Stocks (StockStory)
Dec-09-24 01:48AM	Winners And Losers Of Q3: Corning (NYSE:GLW) Vs The Rest Of The Electronic Components Stocks (StockStory)
Dec-06-24 03:18AM	Three Reasons Why VICR is Risky and One Stock to Buy Instead (StockStory)

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
D'Amico Andrew	Director	Jan 20 '26	Option Exercise	100.00	200	20,000	200	Jan 21 03:04 PM
D'Amico Andrew	Director	Jan 20 '26	Sale	155.00	200	31,000	0	Jan 21 03:04 PM
ANDREW DAMICO	Director	Jan 20 '26	Proposed Sale	149.88	200	29,976		Jan 20 04:35 PM
ANDERSON SAMUEL J	Director	Jan 15 '26	Option Exercise	100.00	800	80,000	9,898	Jan 16 11:57 AM
D'Amico Andrew	Director	Jan 15 '26	Option Exercise	100.00	200	20,000	200	Jan 16 11:13 AM
D'Amico Andrew	Director	Jan 15 '26	Sale	150.00	200	30,000	0	Jan 16 11:13 AM
ANDREW DAMICO	Director	Jan 15 '26	Proposed Sale	145.32	200	29,064		Jan 15 04:28 PM
Davies Philip D	VP Global Sales & Marketing	Jan 07 '26	Option Exercise	41.61	1,920	79,891	1,920	Jan 08 01:25 PM
D'Amico Andrew	Director	Jan 05 '26	Option Exercise	100.00	400	40,000	200	Jan 06 10:41 AM
D'Amico Andrew	Director	Jan 05 '26	Sale	142.50	400	57,000	0	Jan 06 10:41 AM
ANDREW DAMICO	Director	Jan 05 '26	Proposed Sale	116.86	400	46,744		Jan 05 04:40 PM
VINCIARELLI PATRIZIO	Chairman and CEO	Dec 31 '25	Sale	114.36	1,883	215,336	9,708,163	Jan 05 10:29 AM
VINCIARELLI PATRIZIO	Chairman and CEO	Dec 30 '25	Sale	112.98	20,000	2,259,536	9,710,046	Dec 31 11:37 AM
PATRIZIO VINCIARELLI	Director	Dec 30 '25	Proposed Sale	112.00	20,000	2,240,000		Dec 30 04:25 PM
VINCIARELLI PATRIZIO	Chairman and CEO	Dec 29 '25	Sale	111.20	5,917	657,962	9,730,046	Dec 30 09:46 AM
PATRIZIO VINCIARELLI	Director	Dec 29 '25	Proposed Sale	111.02	5,917	656,905		Dec 29 04:28 PM
VINCIARELLI PATRIZIO	Chairman and CEO	Dec 26 '25	Sale	110.12	20,000	2,202,474	9,735,963	Dec 29 01:51 PM
VINCIARELLI PATRIZIO	Chairman and CEO	Dec 24 '25	Sale	108.87	12,400	1,349,972	9,755,963	Dec 29 01:51 PM
ANDERSON SAMUEL J	Director	Dec 23 '25	Option Exercise	63.80	1,726	110,127	9,098	Dec 29 10:20 AM
PATRIZIO VINCIARELLI	Director	Dec 24 '25	Proposed Sale	108.97	11,900	1,296,684		Dec 29 08:46 AM
PATRIZIO VINCIARELLI	Director	Dec 26 '25	Proposed Sale	108.46	12,400	1,344,904		Dec 29 07:49 AM
VINCIARELLI PATRIZIO	Chairman and CEO	Dec 23 '25	Sale	107.79	20,000	2,155,899	9,768,363	Dec 23 04:59 PM
PATRIZIO VINCIARELLI	Director	Dec 23 '25	Proposed Sale	111.02	20,000	2,220,400		Dec 23 04:20 PM
Schmidt James F	CFO, Treasurer, Secretary	Dec 22 '25	Option Exercise	93.33	5,000	466,650	5,875	Dec 23 12:13 PM
Schmidt James F	CFO, Treasurer, Secretary	Dec 22 '25	Sale	110.00	5,000	550,000	875	Dec 23 12:13 PM
VINCIARELLI PATRIZIO	Chairman and CEO	Dec 22 '25	Sale	105.28	20,000	2,105,571	9,788,363	Dec 23 11:44 AM
JAMES SCHMIDT	Director	Dec 22 '25	Proposed Sale	104.40	5,000	522,000		Dec 22 04:26 PM
PATRIZIO VINCIARELLI	Director	Dec 22 '25	Proposed Sale	104.40	20,000	2,088,000		Dec 22 04:26 PM
VINCIARELLI PATRIZIO	Chairman and CEO	Dec 19 '25	Sale	103.02	20,000	2,060,326	9,808,363	Dec 22 03:08 PM
D'Amico Andrew	Director	Dec 19 '25	Option Exercise	53.07	754	40,015	754	Dec 22 02:18 PM
D'Amico Andrew	Director	Dec 19 '25	Sale	104.00	754	78,416	0	Dec 22 02:18 PM
ANDREW DAMICO	Director	Dec 19 '25	Proposed Sale	98.29	754	74,111		Dec 19 04:26 PM
PATRIZIO VINCIARELLI	Director	Dec 19 '25	Proposed Sale	98.29	20,000	1,965,800		Dec 19 04:24 PM
Gusinov Alex	Corp. Vice President Eng.	Dec 15 '25	Sale	97.31	3,844	374,065	10,340	Dec 17 10:45 AM
ALEX GUSINOV	Officer	Dec 15 '25	Proposed Sale	97.31	3,844	374,065		Dec 15 04:08 PM
McNamara Michael	General Manager Mfg. Ops	Dec 11 '25	Option Exercise	54.60	4,237	231,321	20,764	Dec 12 04:40 PM
McNamara Michael	General Manager Mfg. Ops	Dec 11 '25	Sale	101.23	4,237	428,911	18,138	Dec 12 04:40 PM
VINCIARELLI PATRIZIO	Chairman and CEO	Nov 12 '25	Sale	100.18	10,000	1,001,818	9,840,263	Dec 12 03:12 PM
VINCIARELLI PATRIZIO	Chairman and CEO	Dec 11 '25	Sale	101.78	6,176	628,598	9,828,363	Dec 12 03:12 PM
VINCIARELLI PATRIZIO	Chairman and CEO	Dec 10 '25	Sale	101.10	5,724	578,711	9,834,539	Dec 12 03:12 PM
CARLSON JASON	Director	Dec 10 '25	Option Exercise	44.54	7,639	340,216	1,611	Dec 12 11:56 AM
CARLSON JASON	Director	Dec 10 '25	Sale	100.24	7,639	765,725	0	Dec 12 11:56 AM
Michael S McNamara	Officer	Dec 11 '25	Proposed Sale	101.23	4,237	428,911		Dec 11 04:58 PM
PATRIZIO VINCIARELLI	Director	Dec 11 '25	Proposed Sale	100.83	10,000	1,008,300		Dec 11 04:27 PM
JASON L CARLSON	Director	Dec 10 '25	Proposed Sale	100.24	7,639	765,725		Dec 10 04:23 PM
PATRIZIO VINCIARELLI	Director	Dec 10 '25	Proposed Sale	99.30	10,000	993,000		Dec 10 04:14 PM
Gusinov Alex	Corp. Vice President Eng.	Nov 21 '25	Sale	86.05	1,571	135,185	14,184	Nov 24 11:02 AM
ALEX GUSINOV	Officer	Nov 21 '25	Proposed Sale	86.05	1,571	135,185		Nov 21 05:19 PM
D'Amico Andrew	Director	Nov 17 '25	Option Exercise	39.25	2,000	78,500	2,000	Nov 19 09:54 AM
D'Amico Andrew	Director	Nov 17 '25	Sale	87.69	2,000	175,380	0	Nov 19 09:54 AM
ANDREW DAMICO	Director	Nov 17 '25	Proposed Sale	89.00	1,908	169,812		Nov 17 04:27 PM
Tuozzolo Claudio	Corp. Vice President	Nov 12 '25	Option Exercise	48.13	6,404	308,254	35,233	Nov 13 04:24 PM
Tuozzolo Claudio	Corp. Vice President	Nov 12 '25	Sale	94.58	6,404	605,690	33,622	Nov 13 04:24 PM
D'Amico Andrew	Director	Nov 12 '25	Option Exercise	62.73	1,908	119,687	754	Nov 13 03:32 PM
D'Amico Andrew	Director	Nov 12 '25	Sale	99.13	1,908	189,146	0	Nov 13 03:32 PM
PATRIZIO VINCIARELLI	Director	Nov 12 '25	Proposed Sale	92.58	10,000	925,800		Nov 12 04:50 PM
CLAUDIO TUOZZOLO	Officer	Nov 12 '25	Proposed Sale	94.58	6,404	605,689		Nov 12 04:14 PM
GENDRON ROBERT	Corp. VP - Marketing	Nov 05 '25	Sale	94.00	5,374	505,156	0	Nov 06 10:31 AM
ROBERT GENDRON	Officer	Nov 05 '25	Proposed Sale	94.00	5,374	505,156		Nov 05 04:54 PM
Gusinov Alex	Corp. Vice President Eng.	Nov 04 '25	Option Exercise	50.30	3,075	154,671	15,755	Nov 05 11:15 AM
ANDERSON SAMUEL J	Director	Oct 28 '25	Option Exercise	53.07	1,508	80,030	7,372	Oct 29 02:47 PM
Lavie Zmira	Director	Oct 28 '25	Option Exercise	48.42	3,720	180,125	1,508	Oct 29 01:56 PM
Lavie Zmira	Director	Oct 28 '25	Sale	89.58	3,720	333,238	0	Oct 29 01:56 PM
Gusinov Alex	Corp. Vice President Eng.	Oct 28 '25	Sale	89.75	4,019	360,706	12,680	Oct 29 12:28 PM
CRILLY SEAN	Corp. VP-Eng., Pwr Syst.	Oct 27 '25	Sale	89.61	12,000	1,075,336	15,532	Oct 29 11:47 AM
ALEX GUSINOV	Officer	Oct 28 '25	Proposed Sale	89.75	4,019	360,706		Oct 28 04:26 PM
ZMIRA LAVIE	Director	Oct 28 '25	Proposed Sale	89.58	3,720	333,238		Oct 28 04:11 PM
D'Amico Andrew	Director	Oct 24 '25	Option Exercise	56.89	2,071	117,829	917	Oct 28 02:54 PM
D'Amico Andrew	Director	Oct 24 '25	Sale	94.80	2,071	196,327	0	Oct 28 02:54 PM
GENDRON ROBERT	Corp. VP - Marketing	Oct 24 '25	Option Exercise	35.84	2,795	100,183	6,558	Oct 28 01:21 PM
GENDRON ROBERT	Corp. VP - Marketing	Oct 27 '25	Option Exercise	69.04	1,321	91,202	6,695	Oct 28 01:21 PM
GENDRON ROBERT	Corp. VP - Marketing	Oct 24 '25	Sale	90.50	2,795	252,949	5,374	Oct 28 01:21 PM
GENDRON ROBERT	Corp. VP - Marketing	Oct 27 '25	Sale	92.00	1,321	121,532	5,374	Oct 28 01:21 PM
Tuozzolo Claudio	Corp. Vice President	Oct 24 '25	Option Exercise	40.59	5,508	223,580	37,553	Oct 28 11:49 AM
Tuozzolo Claudio	Corp. Vice President	Oct 24 '25	Sale	90.57	5,508	498,863	33,622	Oct 28 11:49 AM
Davies Philip D	VP Global Sales & Marketing	Oct 24 '25	Sale	92.07	15,763	1,451,327	0	Oct 28 11:25 AM
ROBERT GENDRON	Officer	Oct 27 '25	Proposed Sale	92.00	1,321	121,532		Oct 27 04:39 PM
SEAN CRILLY	Officer	Oct 27 '25	Proposed Sale	89.61	12,000	1,075,336		Oct 27 04:02 PM
Schmidt James F	CFO, Treasurer, Secretary	Oct 23 '25	Option Exercise	47.01	7,453	350,393	4,121	Oct 27 04:01 PM
Schmidt James F	CFO, Treasurer, Secretary	Oct 23 '25	Sale	91.75	7,453	683,831	875	Oct 27 04:01 PM
Morrison Kemble D	VP-Corporate Controller	Oct 23 '25	Option Exercise	38.92	2,099	81,694	1,361	Oct 27 03:19 PM
Morrison Kemble D	VP-Corporate Controller	Oct 23 '25	Sale	91.94	2,099	192,982	0	Oct 27 03:19 PM
Grava Nancy L	VP Human Resources	Oct 23 '25	Option Exercise	45.30	7,032	318,576	3,386	Oct 27 03:02 PM
Grava Nancy L	VP Human Resources	Oct 23 '25	Sale	91.00	7,032	639,925	0	Oct 27 03:02 PM
EICHTEN ESTIA J	Director	Oct 23 '25	Option Exercise	10.61	4,713	50,005	229,980	Oct 27 02:52 PM
EICHTEN ESTIA J	Director	Oct 23 '25	Sale	91.22	5,555	506,741	225,267	Oct 27 02:52 PM
Fendelet Quentin A.	Corp. VP - CAO	Oct 23 '25	Option Exercise	51.37	16,408	842,935	6,000	Oct 27 02:26 PM
Fendelet Quentin A.	Corp. VP - CAO	Oct 23 '25	Sale	88.31	16,561	1,462,424	0	Oct 27 02:26 PM
Tuozzolo Claudio	Corp. Vice President	Oct 23 '25	Option Exercise	40.66	14,637	595,091	42,260	Oct 27 02:16 PM
Tuozzolo Claudio	Corp. Vice President	Oct 23 '25	Sale	91.86	14,637	1,344,625	33,622	Oct 27 02:16 PM
GENDRON ROBERT	Corp. VP - Marketing	Oct 23 '25	Option Exercise	67.33	2,116	142,478	6,530	Oct 27 01:43 PM
GENDRON ROBERT	Corp. VP - Marketing	Oct 23 '25	Sale	88.68	2,116	187,649	5,374	Oct 27 01:43 PM
Doyle Alvaro	VP and CIO	Oct 23 '25	Option Exercise	38.78	7,824	303,440	4,975	Oct 27 01:32 PM
Doyle Alvaro	VP and CIO	Oct 23 '25	Sale	88.48	7,824	692,282	42	Oct 27 01:32 PM
ROBERT GENDRON	Officer	Oct 24 '25	Proposed Sale	90.50	2,795	252,949		Oct 24 05:08 PM
CLAUDIO TUOZZOLO	Officer	Oct 24 '25	Proposed Sale	90.57	5,508	498,862		Oct 24 04:52 PM
ANDREW DAMICO	Director	Oct 24 '25	Proposed Sale	92.98	2,636	245,095		Oct 24 04:27 PM
PHILIP D DAVIES	Officer	Oct 24 '25	Proposed Sale	92.07	15,763	1,451,327		Oct 24 04:07 PM
D'Amico Andrew	Director	Oct 22 '25	Option Exercise	40.20	14,677	589,958	3,500	Oct 24 11:34 AM
D'Amico Andrew	Director	Oct 23 '25	Option Exercise	75.43	565	42,618	565	Oct 24 11:34 AM

Open in Screener

AREC

American Resources Corporation

Feb 17 • 04:00PM ET

2.97

-0.11 -3.57 %

Basic Materials • Coking Coal • USA • NASD

AREC American Resources Corporation daily Stock Chart

Peers: BTU AMR ARCH HCC TECK SXC ARLP CNR METC CNX

| Held by: VTI VXF COAL

Index	-	P/E	-	EPS (ttm)	-0.46	Insider Own	21.06%	Shs Outstand	85.98M	Perf Week	1.37%
Market Cap	301.14M	Forward P/E	-	EPS next Y	-0.35	Insider Trans	-17.61%	Shs Float	80.04M	Perf Month	-16.57%
Enterprise Value	524.78M	PEG	-	EPS next Q	-0.09	Inst Own	21.18%	Short Float	10.28%	Perf Quarter	-10.00%
Income	-37.14M	P/S	3011.37	EPS this Y	-	Inst Trans	6.19%	Short Ratio	1.61	Perf Half Y	104.83%
Sales	0.10M	P/B	-	EPS next Y	-	ROA	-17.90%	Short Interest	8.23M	Perf YTD	19.76%
Book/sh	-0.94	P/C	56.60	EPS next 5Y	-10.85%	ROE	-	52W High	7.11 -58.23%	Perf Year	378.95%
Cash/sh	0.05	P/FCF	-	EPS past 3/5Y	4.77% 29.62%	ROIC	-34.10%	52W Low	0.38 681.58%	Perf 3Y	73.68%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-63.30% -56.45%	Gross Margin	-	Volatility	10.96% 13.91%	Perf 5Y	-54.38%
Dividend TTM	-	EV/Sales	5247.77	EPS Y/Y TTM	-8.61%	Oper. Margin	-31609.89%	ATR (14)	0.40	Perf 10Y	-75.25%
Dividend Ex-Date	-	Quick Ratio	0.09	Sales Y/Y TTM	-76.24%	Profit Margin	-39087.51%	RSI (14)	46.20	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.10	EPS Q/Q	56.13%	SMA20	-12.37%	Beta	1.03	Target Price	6.00
Payout	-	Debt/Eq	-	Sales Q/Q	-99.93%	SMA50	-3.60%	Rel Volume	0.53	Prev Close	3.08
Employees	23	LT Debt/Eq	-	Earnings	Nov 18	SMA200	28.83%	Avg Volume	5.12M	Price	2.97
IPO	Nov 25, 2015	Option/Short	Yes / Yes	EPS/Sales Surpr.	38.92% -92.57%	Trades		Volume	2,723,458	Change	-3.57%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-26-25	Initiated	Maxim Group	Buy	$7
Oct-20-25	Initiated	William Blair	Outperform
Sep-15-25	Resumed	D. Boral Capital	Buy	$6

Feb-09-26 12:57PM	ReElement to showcase critical minerals strategy at key African Mining Indaba 2026 conference (Proactive)
07:45AM	American Resources Corporation's ReElement Technologies Announce Attendance at Key African Critical Mineral Conference (ACCESSWIRE)
Feb-03-26 12:04PM	Project Vault 'Puts America's Best Foot Forward'-Rare Earth Stocks Dig It (Benzinga) +17.06%
06:27AM	Critical Metals, USA Rare Earth, MP Materials Climb In Tuesday Pre-Market: What's Going On? (Benzinga)
Feb-02-26 08:18PM	American Resources Corporation (AREC): A Bull Case Theory (Insider Monkey) -7.28%
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08:39AM	Trump Reportedly Set To Launch $12 Billion Critical Mineral Stockpile To Counter China: AAPL, GM, GOOG, BA In Focus (Benzinga)
Jan-29-26 05:31AM	Trump Administration Changes Stance On Critical Minerals Price Floors: Report (Benzinga) -7.27%
Jan-27-26 07:51AM	Rare Earth Stocks Backslide After Trump Takes Stake In USA Rare Earth (Investor's Business Daily) +5.38%
Jan-26-26 01:03PM	USA Rare Earth Stock Jumps After Federal Government Deal (The Wall Street Journal) -14.87%
07:45AM	Rare Earth Stocks Jump On Trump Stake In USA Rare Earth (Investor's Business Daily)
Jan-23-26 09:00AM	American Resources' Electrified Materials Commences Initial 2026 Shipments of End-of-Life Lithium-Ion Batteries, Advancing U.S. Circular Critical Minerals Supply Chain (ACCESSWIRE)
Jan-21-26 09:15AM	AREC Achieves Production of Greater Than 99.9% Pure Samarium (Zacks) +24.29%
08:45AM	ReElement Technologies and SAGINT Mint World's First Utility Token for Critical Minerals, Enabling DFARS-Ready Supply Chain Traceability (ACCESSWIRE)
Jan-20-26 08:45AM	ReElement Technologies Produces Greater Than 99.9% Pure Samarium (ACCESSWIRE)
Jan-14-26 09:15AM	The $587B Strategic Surge: Why China's Export Ban is Scaling a North American Metal Boom (PR Newswire) +10.84%
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Jan-11-26 09:13PM	American Resources Corporation (AREC) Secures $200M Equity Facility to Scale U.S. Critical Minerals Refining (Insider Monkey)
Jan-07-26 07:00AM	AREC's Portfolio Company Secures $200M Equity Facility From TEP (Zacks) +7.12%
Jan-06-26 08:35AM	Rare Earth Stocks Revive After China Slams Trump's Venezuela Intervention (Investor's Business Daily)
08:30AM	American Resources Corporation and ReElement Technologies Announces January Conference and Event Schedule (ACCESSWIRE)
Jan-05-26 08:45AM	ReElement Technologies Partners with Transition Equity Partners to Expand Global Critical Mineral and Rare Earth Refining Capacity and Strengthen U.S. Supply Chains (ACCESSWIRE) +19.49%
Dec-31-25 09:51AM	Silver 10xd The S&P 500 In 2025 And Refiner Stocks Could Be Next (24/7 Wall St.) -7.12%
Dec-23-25 09:29AM	MongoDB and Acadia Healthcare have been highlighted as Zacks Bull and Bear of the Day (Zacks) +8.23%
08:50AM	Mosaic to Divest New Mexico Potash Operations in $30M Deal (Zacks)
Dec-22-25 11:49AM	3 Rare Earth Stocks to Watch in 2026 as the Sector Heats Up (Zacks) +6.58%
Dec-19-25 09:40AM	Is First Majestic Silver (AG) Stock Outpacing Its Basic Materials Peers This Year? (Zacks) +5.56%
Dec-11-25 07:32AM	AREC's Portfolio Company Expands Critical & Rare Earth IP Portfolio (Zacks) +5.47%
Dec-10-25 08:45AM	ReElement Technologies Expands Critical and Rare Earth Element Intellectual Property Portfolio with Five New Patent Applications (ACCESSWIRE) -8.24%
Dec-08-25 08:30AM	American Resources and ReElement Highlights New SAGINT Partnership in Virtual Investor "What This Means" Segment Focused on Transforming Critical Mineral Traceability (ACCESSWIRE) -6.33%
Dec-03-25 08:45AM	American Resources Corporation Secures $5 Million Credit Facility with Old National Bank to Procure Rare Earth and Critical Mineral Feedstocks (ACCESSWIRE)
07:54AM	AREC's ReElement Partners SAGINT on Tokenized Mineral Traceability (Zacks)
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Dec-02-25 08:30AM	American Resources Corporation and ReElement Technologies Announce December Conference and Event Schedule (ACCESSWIRE)
Dec-01-25 08:30AM	American Resources Corporation and ReElement Technologies Partner with SAGINT Inc. to Implement Blockchain-Based Tokenization for Global Critical Mineral Traceability and Transparency (ACCESSWIRE)
07:29AM	AREC and ERI Join Forces to Strengthen U.S. Rare-Earth Supply Chain (Zacks)
Nov-25-25 07:46AM	Can HBM Sustain Its Free Cash Flow Momentum Amid Copper Price Swings? (Zacks) -6.69%
Nov-20-25 09:30AM	ERI and ReElement Technologies Announce Rare Earth Elements Strategic Processing Partnership (Business Wire) -17.21%
09:00AM	ReElement Technologies Announces Recycled Magnet Processing Agreement with ERI (ACCESSWIRE)
Nov-12-25 05:55PM	Idaho Strategic Resources, Inc. (IDR) Tops Q3 Earnings and Revenue Estimates (Zacks) -10.08%
Nov-11-25 09:00AM	ReElement Technologies Honored with 2025 Trusted Tech Leadership Award from the Krach Institute for Tech Diplomacy at Purdue (ACCESSWIRE) -7.47%
Nov-10-25 08:45AM	American Resources Corporation and ReElement Technologies Forge Strategic Partnership with Republic of Uzbekistan to Advance Critical Mineral Supply Chain Beginning with Tungsten (ACCESSWIRE)
Nov-06-25 08:40AM	Alpha Metallurgical (AMR) Reports Q3 Loss, Lags Revenue Estimates (Zacks)
Nov-05-25 08:00PM	McEwen (MUX) Reports Q3 Loss, Misses Revenue Estimates (Zacks) -6.08%
Nov-03-25 08:45AM	ReElement Technologies Forges $1.4 Billion Partnership with U.S. Department of War and Vulcan Elements to Advance Fully Integrated Domestic Rare Earth Magnet Supply Chain (ACCESSWIRE)
Oct-31-25 12:24PM	Coal Stocks Pare Gains Amid The Rare Earths Craze (Investor's Business Daily) +6.06%
Oct-29-25 07:55AM	Materion (MTRN) Q3 Earnings Match Estimates (Zacks) +9.57%
Oct-27-25 06:36PM	These stocks are falling back to Earth as Trump and China play nice (MarketWatch) -11.23%
03:15PM	5 top rare earth stock picks ahead of Trump and Xi meeting (Yahoo Finance Video)
01:32PM	What easing USChina tensions mean for rare earth stocks (Yahoo Finance Video)
10:48AM	Rare Earth Stocks Hit By U.S.-China Trade Deal, But Details Await (Investor's Business Daily)
Oct-22-25 07:23PM	Jim Cramer Says Sell American Resources (AREC) Unles Trump Takes A Stake (Insider Monkey) -12.06%
Oct-21-25 07:18AM	Rare Earth Stocks: Analyst Names Next Trump Stakes; U.S.-Australia Deal Struck (Investor's Business Daily) -10.57%
Oct-20-25 11:48AM	Cleveland-Cliffs stock soars after company touts plans to 're-focus' its rare earth mining efforts (Yahoo Finance) +18.25%
Oct-15-25 09:15AM	American Resources Corporation Announces Pricing of $40.0 Million Private Placement of Common Stock (ACCESSWIRE) -26.43%
Oct-14-25 08:45AM	American Resources Corporation and ReElement Technologies Announce Participation in Additional October Conferences and Events (ACCESSWIRE) +36.75%
Oct-13-25 09:25AM	American Resources Corporation Unlocking the Largest Rare Earth Element Mine in the U.S. Through Coal Waste Resources; Closes $33 Million PIPE Financing to Accelerate Development (ACCESSWIRE) +22.06%
09:15AM	American Resources Corporation Announces Pricing of $33.7 Million Private Placement of Common Stock (ACCESSWIRE)
Oct-07-25 08:50AM	American Resources Corporation's ReElement Technologies Advances as Finalist for National Science Foundation Award as Part of the Critical Materials Crossroads Consortium (ACCESSWIRE)
Oct-06-25 08:30AM	American Resources Corporation and ReElement Technologies Announce October Initial Slate of Conferences and Events (ACCESSWIRE)
Oct-02-25 08:50AM	ReElement Technologies Provides Update on Significant Expansion of Rare Earth and Critical Mineral Refining Capacity at Marion Supersite (ACCESSWIRE) +17.56%
Sep-29-25 08:50AM	ReElement Technologies and POSCO International America Sign Long Term Commercial Offtake Partnership to Advance U.S. Rare Earth Refining Capabilities (ACCESSWIRE) +8.27%
Sep-27-25 05:45AM	2 Incredible Growth Stocks to Buy With $1,000 (Motley Fool)
Sep-26-25 03:18PM	Here's Why USA Rare Earth Stock Is Tumbling Lower Today (Motley Fool)
09:00AM	ReElement Technologies Expands Noblesville Refinery by 141% to Accelerate Rare Earth and Critical Mineral Production in 2025-2026 (ACCESSWIRE)
Sep-24-25 08:55AM	American Resources Corporation's ReElement Technologies Announces Membership in the Consortium for Rare Earth Technologies (ACCESSWIRE) +6.64%
05:07AM	Posco, ReElement join forces in rare earth, magnet production (Just Auto)
Sep-18-25 09:00AM	ReElement Technologies Signs MOU with POSCO International to Bolster Rare Earth Supply Chain and Build Integrated U.S. Production Complex (ACCESSWIRE)
Sep-15-25 08:30AM	American Resources Corporation's ReElement Technologies Announces September Slate of Conferences and Events (ACCESSWIRE) +20.69%
Sep-10-25 09:59AM	ReElement secures US DoD funding for rare earth refining platform (Mining Technology)
09:00AM	ReElement Technologies Secures $20 Million in Equipment Leasing Facility from Maxus Capital to Scale Rare Earth and Critical Mineral Production (ACCESSWIRE)
Sep-09-25 09:04AM	U.S. Department of Defense to Increase Domestic Rare Earth Elements Supply Chain with ReElement Technologies' Advanced Chromatographic Separation Platform (ACCESSWIRE) +14.21%
01:02AM	American Resources Corporation's (AREC) Unit Teams with Principal Mineral on Rare Earths (Insider Monkey)
Sep-08-25 08:30AM	American Resources' Electrified Materials Develops Novel Recycling Platform for High-Value E-Waste and Hard Drives (ACCESSWIRE)
Aug-27-25 07:30AM	ReElement and Principal Mineral Partner to Provide Integrated Rare Earth Separation and Metal Production Capability in the United States (ACCESSWIRE)
Aug-19-25 06:30AM	ReElement Technologies and Vulcan Elements Finalize Long-Term Supply Agreement for Rare Earth Oxides to Enable Domestic Magnet Production (ACCESSWIRE)
Aug-14-25 07:30AM	REX American Resources to Report Fiscal Q2 2025 Results and Host a Conference Call and Webcast on August 27, 2025 (Business Wire)
Aug-12-25 10:11AM	ReElement Technologies develops protocols for ultra-high-purity germanium production (Mining Technology)
Aug-11-25 10:30AM	BC-Most Active Stocks (Associated Press Finance)
07:30AM	ReElement Technologies Produces Greater than 99.9% Pure Separated Germanium (ACCESSWIRE)
Aug-08-25 08:30AM	ReElement Technologies Applauds U.S. - Cook Islands Collaboration to Advance Responsible Seabed Mineral Development (ACCESSWIRE) +23.85%
Jul-30-25 08:45AM	ReElement Technologies Corporation and The American Samoa Economic Development Authority Launch Deep Sea Nodule Refining Collaboration (ACCESSWIRE)
Jul-29-25 08:30AM	American Resources Corporation Reaffirms Compliance with Nasdaq Listing Standards (ACCESSWIRE) -13.22%
Jul-24-25 08:45AM	ReElement Technologies Continues to Scale with Key New Hires and Talent Expansion (ACCESSWIRE) -12.84%
Jul-23-25 09:00AM	ReElement Technologies and Electrified Materials and Blackion Announce Strategic Battery Recycling Collaboration (ACCESSWIRE)
Jul-21-25 08:30AM	ReElement Technologies Corporation and Impossible Metals Announce Collaboration on First U.S. Deep Sea Nodule Refinement Program (ACCESSWIRE) +10.37%
Jul-17-25 09:42AM	ReElement Technologies Applauds the Quad Critical Minerals Initiative and Highlights the Power Localized Refining Solutions (ACCESSWIRE) +11.36%
Jul-11-25 08:30AM	ReElement Technologies Launches Urban Mining-to-Magnet Tolling Service for 99.5%+ Separated Rare Earth Oxides (ACCESSWIRE) +5.41%
Jun-30-25 08:30AM	ReElement Technologies Expands Commercial Capabilities to Include Delivery of 99.99% - 99.999% Separated Rare Earth & Critical Minerals for U.S. Commercial and Defense Supply Chains (ACCESSWIRE)
Jun-23-25 08:30AM	ReElement Technologies Corporation and Pensana PLC Join Forces to Advance One of Largest Global Rare Earth Oxide Supply Chain Partnerships (ACCESSWIRE)
Jun-17-25 08:30AM	American Resources Corporation's Electrified Materials Finalizes Agreements for $911,519 Rare Earth and Critical Mineral Recycling Grant from State of Indiana (ACCESSWIRE)
Jun-16-25 08:30AM	American Resources Corporation and ReElement Technologies Corporation Announces Updated Participation in June Industry Conferences (ACCESSWIRE) +9.02%
Jun-10-25 11:30AM	American Resources Corporation Reaffirms Compliance With Nasdaq Listing Standards (ACCESSWIRE)
08:30AM	ReElement Technologies Advances National Defense Supply Chain with High-Purity Gallium and Terbium Production (ACCESSWIRE)
Jun-09-25 08:30AM	ReElement Technologies Corporation Receives $150 Million Letter of Interest from United States EXIM Bank to Advance the Nation's Largest Critical Mineral Refinery (ACCESSWIRE) +25.04%
Jun-04-25 08:30AM	American Resources Corporation Featured in Nasdaq Amplify Issuer Spotlight (ACCESSWIRE) -7.38%
Jun-03-25 08:00AM	ReElement Technologies Corporation and Exigo Battery Solutions Pvt. Ltd. Announce A Joint Venture For Rare Earth Magnet Recycling (ACCESSWIRE)
Jun-02-25 04:10PM	American Resources Corporation and ReElement Technologies Corporation Announces Participation in June Industry Conferences (ACCESSWIRE) +15.60%
08:05AM	American Resources & ReElement Extend Antimony Refining Deal (Zacks)
07:30AM	ReElement Technologies Secures Anchor Investment from South African Firm Novare Holdings to Catalyze Rare Earth Element Refining Expansion in America's Heartland (ACCESSWIRE)
May-30-25 08:15AM	ReElement Technologies Joins Ivy Tech Community College as Workforce Development Partner Through U.S. Department of Labor Apprenticeship Grant (ACCESSWIRE)
May-29-25 08:45AM	American Resources, ReElement expand long-term antimony refining contract (TipRanks)
May-28-25 08:30AM	American Resources and ReElement Technologies Expand Long-Term Antimony Refining Contract (ACCESSWIRE) -7.59%

American Resources Corp. engages in the extraction, processing, transportation, and distribution of metallurgical coal to the steel industry. It focuses on the operation of coal mining complexes located primarily within Pike, Knott, and Letcher Counties, Kentucky, and Wyoming County, West Virginia. The company was founded in 2006 and in headquartered in Fishers, IN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GOLDEN PROPERTIES LTD.	10% Owner	Nov 10 '25	Sale	4.10	106,845	438,159	9,781,987	Nov 12 02:19 PM
GOLDEN PROPERTIES LTD.	10% Owner	Nov 10 '25	Sale	4.04	370,000	1,495,700	9,898,832	Nov 12 02:17 PM
GOLDEN PROPERTIES LTD.	10% Owner	Nov 10 '25	Sale	4.13	290,000	1,197,700	10,288,832	Nov 12 02:14 PM
GOLDEN PROPERTIES LTD.	10% Owner	Nov 07 '25	Sale	4.03	390,000	1,570,361	10,784,940	Nov 12 02:10 PM
GOLDEN PROPERTIES LTD.	10% Owner	Nov 07 '25	Sale	4.04	196,108	792,232	10,588,832	Nov 12 02:09 PM
Golden Properties Ltd	Affiliate	Nov 10 '25	Proposed Sale	4.08	107,973	440,530		Nov 12 07:10 AM
GOLDEN PROPERTIES LTD.	10% Owner	Nov 05 '25	Sale	4.02	118,892	478,118	11,178,095	Nov 06 11:16 AM
GOLDEN PROPERTIES LTD.	10% Owner	Nov 04 '25	Sale	4.00	92,973	372,342	11,296,987	Nov 06 11:16 AM
Golden Properties Ltd	Affiliate	Nov 04 '25	Proposed Sale	4.12	1,500,000	6,172,500		Nov 04 01:01 PM
GOLDEN PROPERTIES LTD.	10% Owner	Jul 31 '25	Sale	1.12	1,000,000	1,120,000	13,389,960	Oct 22 07:25 PM
GOLDEN PROPERTIES LTD.	10% Owner	Aug 19 '25	Sale	1.26	1,000,000	1,260,000	12,389,960	Oct 22 07:25 PM
GOLDEN PROPERTIES LTD.	10% Owner	Oct 20 '25	Sale	4.12	20,000	82,400	11,389,960	Oct 20 06:44 PM
GOLDEN PROPERTIES LTD.	10% Owner	Oct 17 '25	Sale	4.06	980,000	3,978,800	11,409,960	Oct 20 05:00 PM
GOLDEN PROPERTIES LTD	Affiliate	Oct 16 '25	Proposed Sale	4.50	1,000,000	4,500,000		Oct 16 02:46 PM

Open in Screener

IDCC

Interdigital Inc

Feb 17 • 04:00PM ET

366.42

-8.59 -2.29 %

Technology • Software - Application • USA • NASD

Peers: QCOM AVGO SWKS QRVO NXPI TSM TXN ADI MRVL ON

| Held by: IJR VTI IWM VB VGT SDVY VBK XSMO VXF SPSM

Index	RUT	P/E	30.69	EPS (ttm)	11.94	Insider Own	1.82%	Shs Outstand	25.68M	Perf Week	-2.70%
Market Cap	9.41B	Forward P/E	41.64	EPS next Y	8.80	Insider Trans	-12.07%	Shs Float	25.22M	Perf Month	18.04%
Enterprise Value	8.65B	PEG	5.86	EPS next Q	1.71	Inst Own	100.60%	Short Float	11.84%	Perf Quarter	5.94%
Income	406.64M	P/S	11.29	EPS this Y	-39.30%	Inst Trans	1.02%	Short Ratio	10.52	Perf Half Y	36.35%
Sales	834.01M	P/B	8.55	EPS next Y	22.86%	ROA	20.85%	Short Interest	2.99M	Perf YTD	15.09%
Book/sh	42.87	P/C	7.48	EPS next 5Y	7.11%	ROE	41.53%	52W High	412.60 -11.19%	Perf Year	70.99%
Cash/sh	48.99	P/FCF	17.81	EPS past 3/5Y	56.57% 52.24%	ROIC	35.96%	52W Low	180.60 102.89%	Perf 3Y	393.16%
Dividend Est.	2.90 (0.79%)	EV/EBITDA	16.08	Sales past 3/5Y	22.13% 18.36%	Gross Margin	86.49%	Volatility	5.63% 5.23%	Perf 5Y	441.00%
Dividend TTM	2.60 (0.71%)	EV/Sales	10.37	EPS Y/Y TTM	11.33%	Oper. Margin	55.26%	ATR (14)	17.56	Perf 10Y	716.81%
Dividend Ex-Date	Jan 14, 2026	Quick Ratio	1.84	Sales Y/Y TTM	-3.97%	Profit Margin	48.76%	RSI (14)	59.18	Recom	1.50
Dividend Gr. 3/5Y	22.92% 13.18%	Current Ratio	1.84	EPS Q/Q	-70.59%	SMA20	7.05%	Beta	1.55	Target Price	462.67
Payout	22.04%	Debt/Eq	0.45	Sales Q/Q	-37.41%	SMA50	9.23%	Rel Volume	0.74	Prev Close	375.01
Employees	460	LT Debt/Eq	0.03	Earnings	Feb 05 BMO	SMA200	23.55%	Avg Volume	283.98K	Price	366.42
IPO	Nov 12, 1981	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.64% 5.07%	Trades		Volume	210,612	Change	-2.29%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-27-25	Upgrade	Jefferies	Hold → Buy	$450
May-13-24	Downgrade	Jefferies	Buy → Hold	$106 → $100
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

Show Previous Ratings

Feb-17-26 06:30AM	InterDigital renews license agreement with Sony (GlobeNewswire)
Feb-13-26 07:18AM	Do You Believe in the Long-Term Growth Prospects of InterDigital (IDCC)? (Insider Monkey) +5.09%
03:30AM	InterDigital awarded fifth injunction against Disney (GlobeNewswire)
Feb-12-26 04:00AM	InterDigital's Atle Monrad Re-Elected to Chair 3GPP SA6 (GlobeNewswire)
Feb-10-26 08:30AM	InterDigital enforces patents against Hisense and TCL (GlobeNewswire) -6.76%
04:00AM	Loading…
04:00AM	InterDigital and Razer Launch Haptic Excellence Center (GlobeNewswire)
Feb-06-26 07:25AM	InterDigital Beats Q4 Earnings Estimates Despite Lower Y/Y Revenues (Zacks) +7.54%
Feb-05-26 05:30PM	InterDigital Q4 Earnings Call Highlights (MarketBeat) +9.93%
04:08PM	InterDigital Inc (IDCC) Q4 2025 Earnings Call Highlights: Record Growth Amidst Legal Challenges (GuruFocus.com)
09:45AM	InterDigital (IDCC) Q4 Earnings and Revenues Beat Estimates (Zacks)
08:51AM	InterDigital: Q4 Earnings Snapshot (Associated Press Finance)
08:30AM	InterDigital Reports Fourth Quarter and Full Year 2025 Financial Results (GlobeNewswire)
Feb-04-26 05:15PM	Clearfield (CLFD) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
Feb-03-26 05:25PM	Aviat Networks, Inc. (AVNW) Tops Q2 Earnings and Revenue Estimates (Zacks)
Jan-30-26 04:05PM	InterDigital (IDCC) Announces Outlook for FY 2026 (Insider Monkey)
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Jan-24-26 10:18AM	PSCT ETF Jumped 23% Just by Holding Unknown, Small Cap Tech Stocks (24/7 Wall St.)
Jan-20-26 08:30AM	InterDigital Issues Full Year 2026 Outlook (GlobeNewswire) +5.54%
04:30AM	InterDigital signs new license agreement with LG Electronics (GlobeNewswire)
Jan-16-26 12:25PM	Why InterDigital Could Be a Huge AI Winner That Investors Ignore at Their Peril (Motley Fool)
Jan-15-26 12:26PM	How InterDigital Turns Its Intellectual Property Into Cold, Hard Cash (Motley Fool)
Jan-14-26 12:22PM	Here's an AI Stock Nobody's Talking About -- But Should Be (Motley Fool)
Jan-13-26 08:30AM	InterDigital Announces Date for Fourth Quarter 2025 Financial Results (GlobeNewswire)
Jan-07-26 08:30AM	InterDigital to Present at 28th Annual Needham Growth Conference (GlobeNewswire)
Dec-07-25 10:33PM	How Are InterDigital's (IDCC) Legal Victories Shaping Long-Term Prospects? (Insider Monkey)
Dec-04-25 04:30PM	InterDigital Declares Regular Quarterly Cash Dividend (GlobeNewswire)
Nov-24-25 09:10AM	Here's Why InterDigital (IDCC) Rallied Over the Past Year (Insider Monkey) +5.50%
08:30AM	InterDigital awarded injunction against Disney by German court (GlobeNewswire)
Nov-21-25 09:55AM	ITRI Boosts Resiliency Solutions Portfolio With $525M Locusview Buyout (Zacks)
Nov-20-25 11:40AM	ERIC or IDCC: Which Is the Better Value Stock Right Now? (Zacks)
Nov-14-25 09:40AM	Are Computer and Technology Stocks Lagging InterDigital (IDCC) This Year? (Zacks)
11:34AM	Loading…
Nov-13-25 11:34AM	Corning Rides on Strength in Consumer Electronics: Will it Persist? (Zacks)
Nov-12-25 08:30AM	InterDigital to Present at Three Upcoming Investor Conferences (GlobeNewswire)
Nov-11-25 10:15AM	Ubiquiti Q1 Earnings Surpass Estimates, Top Line Surges Y/Y (Zacks)
Nov-10-25 04:30AM	InterDigital enforces patents against Amazon (GlobeNewswire)
Nov-04-25 11:40AM	ERIC vs. IDCC: Which Stock Is the Better Value Option? (Zacks)
Nov-03-25 11:40AM	ERIC or IDCC: Which Is the Better Value Stock Right Now? (Zacks) +9.55%
04:30AM	InterDigital awarded injunction against Disney by German court (GlobeNewswire)
Oct-30-25 09:07PM	InterDigital Inc (IDCC) Q3 2025 Earnings Call Highlights: Record Revenue Growth and Strategic ... (GuruFocus.com) -8.68%
02:02PM	IDCC Q3 Earnings Beat Estimates, Revenues Surge Y/Y (Zacks)
09:50AM	InterDigital (IDCC) Tops Q3 Earnings and Revenue Estimates (Zacks)
08:44AM	InterDigital: Q3 Earnings Snapshot (Associated Press Finance)
08:30AM	InterDigital Announces Financial Results For Third Quarter 2025 (GlobeNewswire)
04:30AM	InterDigital acquires AI startup Deep Render (GlobeNewswire)
Oct-27-25 02:10PM	IDCC Set to Report Q3 Results: Will Revenue Growth Boost Earnings? (Zacks)
06:03AM	The Zacks Analyst Blog Highlights Meta Platforms, Reddit, InterDigital and AMETEK (Zacks)
Oct-24-25 02:21PM	CARR to Report Q3 Earnings: What's in Store for the Stock? (Zacks)
01:43PM	4 Top-Ranked Technology Stocks Set to Beat Q3 Earnings Expectations (Zacks)
01:36PM	CoStar Group to Post Q3 Earnings: What's in Store for the Stock? (Zacks)
09:00AM	Cadence Design to Report Q3 Earnings: Is a Beat in Store? (Zacks)
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08:43AM	TMUS Unveils Edge Control & T-Platform to Boost Business Connectivity (Zacks)
04:30AM	InterDigital renews license agreement with Sharp and signs new IoT license (GlobeNewswire)
Oct-20-25 10:45AM	Ubiquiti Focusing on Inventory Optimization to Fuel Growth Engine (Zacks)
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Oct-14-25 08:30AM	InterDigital Announces Date for Third Quarter 2025 Financial Results (GlobeNewswire)
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04:00AM	New Report Outlines the Standards Blueprint Shaping 6G Networks (GlobeNewswire)
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04:30AM	InterDigital raises third quarter outlook (GlobeNewswire)
Sep-19-25 09:55AM	Motorola Expands WAVE PTX Platform, Boosts PTT in Dominican Republic (Zacks)
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Sep-18-25 07:54AM	Buy 5 Mid-Cap AI-Infrastructure Developers Post Fed Interest Rate Cut (Zacks)
04:30AM	InterDigital appoints Julia C. Mattis as Chief Licensing Officer (GlobeNewswire)
Sep-17-25 04:30PM	InterDigital Declares Increase in Quarterly Cash Dividend (GlobeNewswire)
05:20AM	Zacks.com featured highlights include NIKE, AGCO, Docusign and InterDigital (Zacks)
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10:00AM	Best Momentum Stock to Buy for September 16th (Zacks)
Sep-15-25 12:00PM	InterDigital (IDCC) is a Great Momentum Stock: Should You Buy? (Zacks)
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06:05AM	Zacks.com featured highlights include NIKE, Docusign, AGCO, SoFi Technologies and InterDigital (Zacks)
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08:46AM	Looking for Earnings Beat? Buy These 5 Top-Ranked Stocks (Zacks)
Sep-11-25 09:41AM	Nokia's Optical Solution Used by i4Networks for Data Center Interconnect (Zacks) +8.93%
04:30AM	InterDigital awarded injunction against Disney (GlobeNewswire)
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11:08AM	Ciena & REDIMadrid Collaborate on Next-Generation Data Transport (Zacks)
10:57AM	Credo Launches High-Performance Bluebird DSP for 1.6Tbps Networks (Zacks)
Sep-09-25 11:19AM	Nokia, Supermicro Join Forces for AI-Optimized Data Center Solutions (Zacks)

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
Gillman Joan H	Director	Feb 11 '26	Sale	352.24	325	114,478	22,036	Feb 12 08:30 AM
BREZSKI RICHARD	Chief Financial Officer	Feb 10 '26	Sale	360.80	6,005	2,166,622	72,404	Feb 12 08:29 AM
BREZSKI RICHARD	Chief Financial Officer	Feb 11 '26	Sale	352.24	2,000	704,480	70,404	Feb 12 08:29 AM
Markley John D. Jr.	Director	Feb 10 '26	Sale	374.95	700	262,465	11,223	Feb 12 08:28 AM
JOAN H GILLMAN	Director	Feb 11 '26	Proposed Sale	352.24	325	114,478		Feb 11 04:03 PM
RICHARD BREZSKI	Officer	Feb 11 '26	Proposed Sale	352.24	2,000	704,480		Feb 11 04:02 PM
RICHARD BREZSKI	Officer	Feb 10 '26	Proposed Sale	360.80	6,005	2,166,620		Feb 10 04:03 PM
JOHN D MARKLEY	Director	Feb 10 '26	Proposed Sale	374.95	700	262,465		Feb 10 04:01 PM
Pankaj Rajesh	Chief Technology Officer	Feb 05 '26	Sale	326.26	1,000	326,260	61,196	Feb 09 04:02 PM
RAJESH K PANKAJ	Officer	Feb 05 '26	Proposed Sale	326.26	1,000	326,260		Feb 05 04:05 PM
Chen Lawrence Liren	President and CEO	Jan 27 '26	Sale	327.62	5,958	1,951,978	153,077	Jan 28 04:10 PM
LIREN CHEN	Officer	Jan 27 '26	Proposed Sale	327.62	5,958	1,951,962		Jan 27 04:02 PM
Chen Lawrence Liren	President and CEO	Jan 21 '26	Sale	326.71	2,975	971,962	159,035	Jan 21 04:09 PM
Chen Lawrence Liren	President and CEO	Jan 20 '26	Sale	303.77	2,975	903,716	162,010	Jan 21 04:09 PM
LIREN CHEN	Officer	Jan 21 '26	Proposed Sale	326.71	2,975	971,962		Jan 21 04:00 PM
LIREN CHEN	Officer	Jan 20 '26	Proposed Sale	303.77	2,975	903,716		Jan 20 04:01 PM
LIREN CHEN	Officer	Jan 14 '26	Proposed Sale	312.72	2,975	930,342		Jan 14 04:06 PM
Chen Lawrence Liren	President and CEO	Jan 14 '26	Sale	312.72	2,975	930,342	164,985	Jan 14 04:04 PM
Chen Lawrence Liren	President and CEO	Jan 13 '26	Sale	310.82	2,975	924,690	167,960	Jan 14 04:04 PM
LIREN CHEN	Officer	Jan 13 '26	Proposed Sale	310.82	2,975	924,690		Jan 13 04:02 PM
Chen Lawrence Liren	President and CEO	Jan 06 '26	Sale	334.08	2,975	993,888	173,910	Jan 07 04:12 PM
Chen Lawrence Liren	President and CEO	Jan 07 '26	Sale	310.47	2,975	923,648	170,935	Jan 07 04:12 PM
BREZSKI RICHARD	Chief Financial Officer	Jan 05 '26	Sale	330.49	6,981	2,307,148	83,374	Jan 07 04:08 PM
BREZSKI RICHARD	Chief Financial Officer	Jan 06 '26	Sale	324.08	5,002	1,621,050	78,372	Jan 07 04:08 PM
Pankaj Rajesh	Chief Technology Officer	Jan 05 '26	Sale	326.75	1,000	326,750	62,157	Jan 07 04:07 PM
LIREN CHEN	Officer	Jan 07 '26	Proposed Sale	310.47	2,975	923,648		Jan 07 04:01 PM
RICHARD BREZSKI	Officer	Jan 06 '26	Proposed Sale	324.08	5,002	1,621,059		Jan 06 04:04 PM
LIREN CHEN	Officer	Jan 06 '26	Proposed Sale	334.08	2,975	993,888		Jan 06 04:01 PM
RAJESH K PANKAJ	Officer	Jan 05 '26	Proposed Sale	326.75	1,000	326,750		Jan 05 04:08 PM
RICHARD BREZSKI	Officer	Jan 05 '26	Proposed Sale	331.75	6,981	2,315,917		Jan 05 04:06 PM
LIREN CHEN	Officer	Dec 31 '25	Proposed Sale	325.34	2,975	967,886		Dec 31 04:02 PM
JOSHUA SCHMIDT	Officer	Dec 31 '25	Proposed Sale	325.34	466	151,608		Dec 31 04:02 PM
Schmidt Joshua D.	CLO & Corp Secretary	Dec 31 '25	Sale	325.34	466	151,608	27,462	Dec 31 03:59 PM
Chen Lawrence Liren	President and CEO	Dec 30 '25	Sale	329.50	2,975	980,262	179,860	Dec 31 03:58 PM
Chen Lawrence Liren	President and CEO	Dec 31 '25	Sale	325.34	2,975	967,886	176,885	Dec 31 03:58 PM
LIREN CHEN	Officer	Dec 30 '25	Proposed Sale	329.50	2,975	980,262		Dec 30 04:01 PM
KRITZMACHER JOHN A	Director	Dec 23 '25	Sale	331.00	1,250	413,750	15,815	Dec 23 05:02 PM
JOHN KRITZMACHER	Director	Dec 23 '25	Proposed Sale	331.00	1,250	413,750		Dec 23 04:02 PM
KRITZMACHER JOHN A	Director	Dec 09 '25	Sale	357.37	1,250	446,712	17,065	Dec 10 08:48 AM
JOHN KRITZMACHER	Director	Dec 09 '25	Proposed Sale	357.37	1,250	446,712		Dec 09 04:01 PM
Pankaj Rajesh	Chief Technology Officer	Dec 05 '25	Sale	350.79	1,000	350,790	63,157	Dec 08 04:02 PM
RAJESH K PANKAJ	Officer	Dec 05 '25	Proposed Sale	350.79	1,000	350,790		Dec 05 04:06 PM
KRITZMACHER JOHN A	Director	Nov 25 '25	Sale	346.62	1,250	433,275	18,315	Nov 26 06:55 PM
JOHN KRITZMACHER	Director	Nov 25 '25	Proposed Sale	346.62	1,250	433,275		Nov 25 04:07 PM
JOHN KRITZMACHER	Director	Nov 11 '25	Proposed Sale	360.63	1,250	450,788		Nov 12 09:00 AM
KRITZMACHER JOHN A	Director	Nov 11 '25	Sale	360.63	1,250	450,788	19,565	Nov 12 07:22 AM
Pankaj Rajesh	Chief Technology Officer	Nov 05 '25	Sale	375.31	1,000	375,310	64,157	Nov 06 08:24 AM
RAJESH K PANKAJ	Officer	Nov 05 '25	Proposed Sale	375.31	1,000	375,310		Nov 05 04:02 PM
Schmidt Joshua D.	CLO & Corp Secretary	Oct 31 '25	Sale	395.63	466	184,364	27,928	Nov 04 08:44 AM
JOSHUA SCHMIDT	Officer	Oct 31 '25	Proposed Sale	395.63	466	184,364		Oct 31 04:08 PM
Pankaj Rajesh	Chief Technology Officer	Oct 06 '25	Sale	338.08	1,000	338,080	65,122	Oct 07 04:01 PM
RAJESH K PANKAJ	Officer	Oct 06 '25	Proposed Sale	338.08	1,000	338,080		Oct 06 04:22 PM
Pankaj Rajesh	Chief Technology Officer	Sep 05 '25	Sale	289.78	1,000	289,780	66,122	Sep 08 06:56 AM
RAJESH K PANKAJ	Officer	Sep 05 '25	Proposed Sale	289.78	1,000	289,780		Sep 05 04:03 PM
Schmidt Joshua D.	CLO & Corp Secretary	Aug 29 '25	Sale	273.12	466	127,274	28,370	Sep 02 09:11 AM
JOSHUA SCHMIDT	Officer	Aug 29 '25	Proposed Sale	273.12	466	127,274		Aug 29 04:02 PM
Pankaj Rajesh	Chief Technology Officer	Aug 20 '25	Sale	261.03	1,000	261,030	67,122	Aug 21 04:41 PM
RAJESH K PANKAJ	Officer	Aug 20 '25	Proposed Sale	261.03	1,000	261,030		Aug 20 04:09 PM
Pankaj Rajesh	Chief Technology Officer	Jul 07 '25	Sale	224.58	1,000	224,580	76,580	Jul 08 06:52 AM
RAJESH K PANKAJ	Officer	Jul 07 '25	Proposed Sale	224.58	1,000	224,580		Jul 07 04:05 PM
Schmidt Joshua D.	CLO & Corp Secretary	Jun 30 '25	Sale	232.33	466	108,266	28,804	Jul 01 04:48 PM
JOSHUA SCHMIDT	Officer	Jun 30 '25	Proposed Sale	232.33	466	108,266		Jun 30 04:15 PM
JOHN D MARKLEY	Director	Jun 18 '25	Proposed Sale	222.00	692	153,624		Jun 18 04:05 PM
Markley John D. Jr.	Director	Jun 18 '25	Sale	222.00	692	153,624	11,901	Jun 18 04:05 PM
Markley John D. Jr.	Director	Jun 17 '25	Sale	220.62	692	152,669	12,593	Jun 18 04:05 PM
JOHN D MARKLEY	Director	Jun 17 '25	Proposed Sale	220.62	692	152,669		Jun 17 04:04 PM
RANKIN JEAN F	Director	Jun 09 '25	Sale	226.47	606	137,242	27,353	Jun 11 06:29 AM
KRITZMACHER JOHN A	Director	Jun 09 '25	Sale	226.65	519	117,632	19,774	Jun 11 06:28 AM
Armaly Samir	Director	Jun 09 '25	Sale	226.52	779	176,456	3,128	Jun 11 06:27 AM
ABERLE DEREK K	Director	Jun 09 '25	Sale	226.41	692	156,677	6,192	Jun 11 06:26 AM
JEAN F RANKIN	Director	Jun 09 '25	Proposed Sale	226.47	606	137,242		Jun 09 04:07 PM
SAMIR ARMALY	Director	Jun 09 '25	Proposed Sale	226.52	779	176,457		Jun 09 04:07 PM
DEREK K ABERLE	Director	Jun 09 '25	Proposed Sale	226.41	692	156,678		Jun 09 04:06 PM
JOHN KRITZMACHER	Director	Jun 09 '25	Proposed Sale	226.65	519	117,631		Jun 09 04:06 PM
Pankaj Rajesh	Chief Technology Officer	May 05 '25	Sale	208.87	700	146,209	77,580	May 06 04:21 PM
RAJESH K PANKAJ	Officer	May 05 '25	Proposed Sale	208.87	700	146,209		May 05 04:04 PM
Pankaj Rajesh	Chief Technology Officer	Apr 07 '25	Sale	181.03	700	126,721	78,161	Apr 07 04:04 PM
RAJESH K PANKAJ	Officer	Apr 07 '25	Proposed Sale	181.03	700	126,721		Apr 07 04:01 PM
Pankaj Rajesh	Chief Technology Officer	Mar 20 '25	Sale	218.08	700	152,656	71,606	Mar 21 08:48 AM
RAJESH K PANKAJ	Officer	Mar 20 '25	Proposed Sale	218.08	700	152,656		Mar 20 04:02 PM
Schmidt Joshua D.	CLO & Corp Secretary	Mar 19 '25	Sale	218.00	1,781	388,262	24,395	Mar 20 08:31 AM
Hakoranta Eeva K.	Chief Licensing Officer	Mar 19 '25	Sale	217.92	4,800	1,046,029	27,518	Mar 20 08:30 AM
EEVA HAKORANTA	Officer	Mar 19 '25	Proposed Sale	217.92	4,800	1,046,014		Mar 19 04:10 PM
JOSHUA SCHMIDT	Officer	Mar 19 '25	Proposed Sale	218.00	1,781	388,261		Mar 19 04:07 PM
RANKIN JEAN F	Director	Mar 17 '25	Sale	222.99	2,679	597,381	27,954	Mar 18 04:28 PM
BREZSKI RICHARD	Chief Financial Officer	Mar 14 '25	Sale	213.13	13,250	2,823,958	80,627	Mar 18 04:17 PM
JEAN F RANKIN	Director	Mar 17 '25	Proposed Sale	222.98	2,679	597,373		Mar 17 04:16 PM
RICHARD BREZSKI	Officer	Mar 14 '25	Proposed Sale	213.13	13,250	2,823,961		Mar 14 04:16 PM
LAWRENCE LIREN CHEN	Officer	Mar 07 '25	Proposed Sale	212.04	20,000	4,240,786		Mar 07 05:21 PM
Chen Lawrence Liren	President and CEO	Mar 06 '25	Option Exercise	73.15	20,000	1,463,000	178,781	Mar 07 04:27 PM
Chen Lawrence Liren	President and CEO	Mar 07 '25	Option Exercise	73.15	20,000	1,463,000	178,781	Mar 07 04:27 PM
Chen Lawrence Liren	President and CEO	Mar 05 '25	Option Exercise	73.15	20,000	1,463,000	178,781	Mar 07 04:27 PM
Chen Lawrence Liren	President and CEO	Mar 07 '25	Sale	212.04	20,000	4,240,787	158,781	Mar 07 04:27 PM
Chen Lawrence Liren	President and CEO	Mar 06 '25	Sale	211.17	20,000	4,223,323	158,781	Mar 07 04:27 PM
Chen Lawrence Liren	President and CEO	Mar 05 '25	Sale	203.36	20,000	4,067,140	158,781	Mar 07 04:27 PM
LAWRENCE LIREN CHEN	Officer	Mar 06 '25	Proposed Sale	211.17	20,000	4,223,324		Mar 06 04:11 PM
LAWRENCE LIREN CHEN	Officer	Mar 05 '25	Proposed Sale	203.36	20,000	4,067,134		Mar 05 04:30 PM
Chen Lawrence Liren	President and CEO	Mar 03 '25	Option Exercise	73.15	20,000	1,463,000	178,781	Mar 05 04:13 PM
Chen Lawrence Liren	President and CEO	Mar 04 '25	Option Exercise	73.15	20,000	1,463,000	178,781	Mar 05 04:13 PM
Chen Lawrence Liren	President and CEO	Mar 03 '25	Sale	212.14	20,000	4,242,814	158,781	Mar 05 04:13 PM

Open in Screener

HNVR

Hanover Bancorp Inc

Feb 17 • 04:00PM ET

22.28

-0.14 -0.65 %

Financial • Banks - Regional • USA • NASD

HNVR Hanover Bancorp Inc daily Stock Chart

Peers: FLG CFG CUBI WAL UBSI FNB CFR SNV ONB PB

| Held by: VTI IWM VXF IWN VTWO IWC AVUV GSSC DFSV VTWV

Index	RUT	P/E	22.33	EPS (ttm)	1.00	Insider Own	36.04%	Shs Outstand	7.41M	Perf Week	-4.25%
Market Cap	160.25M	Forward P/E	7.85	EPS next Y	2.84	Insider Trans	-0.24%	Shs Float	4.60M	Perf Month	-5.23%
Enterprise Value	-	PEG	-	EPS next Q	0.55	Inst Own	27.05%	Short Float	1.23%	Perf Quarter	-0.31%
Income	7.29M	P/S	1.12	EPS this Y	88.64%	Inst Trans	-1.66%	Short Ratio	3.55	Perf Half Y	3.58%
Sales	143.32M	P/B	0.82	EPS next Y	11.39%	ROA	0.31%	Short Interest	0.06M	Perf YTD	-3.59%
Book/sh	27.02	P/C	-	EPS next 5Y	-	ROE	3.67%	52W High	25.93 -14.08%	Perf Year	-13.04%
Cash/sh	-	P/FCF	25.48	EPS past 3/5Y	-35.22% -3.39%	ROIC	2.17%	52W Low	18.31 21.68%	Perf 3Y	13.91%
Dividend Est.	0.40 (1.80%)	EV/EBITDA	-	Sales past 3/5Y	22.85% 28.13%	Gross Margin	-	Volatility	2.38% 2.38%	Perf 5Y	-
Dividend TTM	0.40 (1.80%)	EV/Sales	-	EPS Y/Y TTM	-39.36%	Oper. Margin	6.95%	ATR (14)	0.54	Perf 10Y	-
Dividend Ex-Date	Feb 12, 2026	Quick Ratio	-	Sales Y/Y TTM	-3.40%	Profit Margin	5.09%	RSI (14)	34.05	Recom	2.33
Dividend Gr. 3/5Y	10.06% -	Current Ratio	0.14	EPS Q/Q	-100.00%	SMA20	-4.57%	Beta	0.05	Target Price	24.50
Payout	40.00%	Debt/Eq	0.68	Sales Q/Q	-5.05%	SMA50	-4.52%	Rel Volume	0.57	Prev Close	22.42
Employees	185	LT Debt/Eq	0.68	Earnings	Jan 29 AMC	SMA200	-0.69%	Avg Volume	15.91K	Price	22.28
IPO	May 11, 2022	Option/Short	No / Yes	EPS/Sales Surpr.	-101.94% -1.35%	Trades		Volume	9,116	Change	-0.65%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-13-25	Initiated	Hovde Group	Market Perform	$24
Dec-09-24	Downgrade	Stephens	Overweight → Equal-Weight

Jan-29-26 05:15PM	Hanover Bancorp, Inc. (HNVR) Reports Break-Even Earnings for Q4 (Zacks)
04:30PM	Hanover Bancorp, Inc. Announces the Addition of a New Chief Commercial Real Estate Lending Officer (GlobeNewswire)
04:00PM	Hanover Bancorp, Inc. Reports 2025 Full Year and Fourth Quarter Results and Declares $0.10 Quarterly Cash Dividend (GlobeNewswire)
09:15AM	First Mid Bancshares (FMBH) Matches Q4 Earnings Estimates (Zacks)
Jan-22-26 09:04AM	Hanover Bancorp (HNVR) Stock Jumps 5.3%: Will It Continue to Soar? (Zacks)
05:10PM	Loading…
Oct-30-25 05:10PM	Hanover Bancorp, Inc. (HNVR) Q3 Earnings and Revenues Lag Estimates (Zacks)
04:00PM	Hanover Bancorp, Inc. Reports Third Quarter 2025 Results and Declares $0.10 Quarterly Cash Dividend (GlobeNewswire)
09:15AM	First Mid Bancshares (FMBH) Tops Q3 Earnings and Revenue Estimates (Zacks)
Sep-25-25 08:00AM	Your Bank - Your Way: Hanover Bank Launches Dynamic New Website (GlobeNewswire)
Aug-07-25 08:00AM	Hanover Bank Launches Inaugural Radio & Digital Audio Campaign to Reinforce Community Commitment & Growth Strategy (GlobeNewswire)
Jul-23-25 05:10PM	Hanover Bancorp, Inc. (HNVR) Misses Q2 Earnings and Revenue Estimates (Zacks)
04:00PM	Hanover Bancorp, Inc. Reports Second Quarter 2025 Results Highlighted by Strong Demand Deposit Growth, Continued Margin Expansion and Its Inclusion in the Russell 2000 Index (GlobeNewswire)
Jun-25-25 08:00AM	Hanover Bank Opens Tenth Branch in Port Jefferson, Long Island Enhancing Banking Services to Suffolk County (GlobeNewswire)
Apr-23-25 09:10AM	Hanover Bancorp, Inc. (HNVR) Q1 Earnings and Revenues Top Estimates (Zacks)
08:00AM	Hanover Bancorp, Inc. Reports First Quarter 2025 Results Highlighted by Accelerated Margin Expansion, Improved Credit Quality Metrics & Successful Core Banking System Conversion (GlobeNewswire)
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Apr-22-25 08:00AM	Hanover Bank Announces Core Banking System Conversion to Drive Digital Growth (GlobeNewswire)
Apr-08-25 08:00AM	Hanover Bank Unveils a Refreshed Logo to Reflect Commitment to Innovation and Growth (GlobeNewswire)
Jan-29-25 08:45AM	Hanover Bancorp, Inc. (HNVR) Q4 Earnings and Revenues Top Estimates (Zacks)
07:30AM	Hanover Bancorp, Inc. Reports 2024 Full Year And Fourth Quarter Results Highlighted by Fourth Quarter Robust Margin Expansion and Record Non-interest Income (GlobeNewswire)
Nov-21-24 11:11PM	Hanover Bancorp Reports Q3 2024 Financial Results (TipRanks)
Oct-23-24 05:35PM	Hanover Bancorp, Inc. (HNVR) Q3 Earnings and Revenues Beat Estimates (Zacks)
04:00PM	Hanover Bancorp, Inc. Reports Third Quarter 2024 Results and Declares $0.10 Quarterly Cash Dividend (GlobeNewswire)
Sep-20-24 11:48AM	Hanover Bank Hosts Celebration to Thank Community (GlobeNewswire)
Aug-02-24 08:00AM	Hanover Bancorp Announces Small Business Recovery Grants to Local Non-Profit Organizations (GlobeNewswire)
Jul-24-24 05:10PM	Hanover Bancorp, Inc. (HNVR) Q2 Earnings Lag Estimates (Zacks) -6.19%
04:00PM	Hanover Bancorp, Inc. Reports Earnings for the Second Quarter and Declares $0.10 Quarterly Cash Dividend (GlobeNewswire)
Apr-18-24 07:52AM	HNVR Stock Earnings: Hanover Bancorp Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace) +5.61%
Apr-17-24 09:55AM	Hanover Bancorp, Inc. (HNVR) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
08:30AM	Hanover Bancorp, Inc. Reports Earnings for the First Quarter with Increased Net Income and Net Interest Income and Strong Non-interest Income (GlobeNewswire)
Apr-08-24 09:16AM	3 Financial Stocks Short Sellers Are Banking On to Fail (InvestorPlace)
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Apr-01-24 01:30PM	Bounce-Back Bargains: 3 Oversold Stocks Ripe for a Short-Term Surge (InvestorPlace)
Jan-24-24 05:23PM	Hanover Bancorp Inc (HNVR) Reports Mixed Fourth Quarter Results Amidst Rising Interest Rates (GuruFocus.com)
04:15PM	Hanover Bancorp, Inc. Reports Earnings for the Fourth Calendar Quarter highlighted by Increased Net Income and Net Interest Income and Strong Non-interest Income (GlobeNewswire)
Nov-16-23 09:00AM	Hanover Bancorp Announces Joseph Burns as its New Executive Vice President, Chief Lending Officer (GlobeNewswire)
Oct-26-23 10:22AM	Hanover Bancorp Inc (HNVR) Reports Earnings for Q3 and Fiscal Year 2023 (GuruFocus.com)
08:00AM	Hanover Bancorp, Inc. Reports Earnings for the Third Calendar Quarter and Fiscal Year 2023 and Declares $0.10 Quarterly Cash Dividend (GlobeNewswire)
Oct-09-23 12:05PM	Provident Financial (PROV) Announces Share Buyback Plan (Zacks)
Oct-06-23 12:10PM	Hanover Bancorp (HNVR) Announces New Share Repurchase Plan (Zacks)
Oct-05-23 08:00AM	Hanover Bancorp Approves New Share Repurchase Program (GlobeNewswire)
Aug-03-23 06:05AM	Hanover Bancorp (NASDAQ:HNVR) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.)
Aug-01-23 06:03AM	Hanover Bancorp (NASDAQ:HNVR) Is Paying Out A Dividend Of $0.10 (Simply Wall St.)
Jul-27-23 08:00AM	Hanover Bancorp, Inc. Reports Earnings for the Third Fiscal Quarter and Declares $0.10 Quarterly Cash Dividend (GlobeNewswire)
Jun-14-23 06:02AM	The past year for Hanover Bancorp (NASDAQ:HNVR) investors has not been profitable (Simply Wall St.)
May-22-23 08:00AM	Hanover Bank Opens Business Banking Center in Hauppauge, Long Island (GlobeNewswire)
May-04-23 06:20AM	Be Sure To Check Out Hanover Bancorp, Inc. (NASDAQ:HNVR) Before It Goes Ex-Dividend (Simply Wall St.)
Apr-27-23 04:30PM	Hanover Bank Announces Appointment of New President (GlobeNewswire)
08:00AM	Hanover Bancorp, Inc. Reports Earnings for the Second Fiscal Quarter and Declares $0.10 Quarterly Cash Dividend (GlobeNewswire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Golden Robert	Director	Feb 06 '26	Sale	23.60	700	16,520	195,358	Feb 09 02:35 PM
Golden Robert	Director	Feb 05 '26	Sale	23.50	500	11,750	196,058	Feb 09 02:35 PM
Golden Robert	Director	Nov 04 '25	Sale	21.25	5,000	106,248	80,769	Nov 06 10:21 AM
Golden Robert	Director	May 09 '25	Sale	23.07	10,000	230,723	42,771	May 12 04:19 PM
Golden Robert	Director	May 08 '25	Sale	23.05	6,829	157,409	47,771	May 12 04:19 PM
Golden Robert	Director	May 09 '25	Proposed Sale	22.83	5,000	114,154		May 09 04:50 PM
Golden Robert	Director	May 05 '25	Proposed Sale	22.83	5,000	114,154		May 08 05:07 PM
Golden Robert	Director	May 06 '25	Sale	23.04	1,708	39,360	203,387	May 08 02:54 PM
Golden Robert	Director	May 02 '25	Sale	23.42	5,000	117,090	205,418	May 06 10:18 AM
Golden Robert	Director	May 05 '25	Sale	23.40	323	7,559	205,095	May 06 10:18 AM

Open in Screener

YUM

Yum Brands Inc

Feb 17 • 04:00PM ET

161.19

+0.62 0.39 %

Consumer Cyclical • Restaurants • USA • NYSE

Peers: MCD QSR WEN DPZ SBUX CMG DRI EAT TXRH BJRI

| Held by: VTI VOO VO JEPI IVV SPY VUG VOT XLY USMV

Index	S&P 500	P/E	29.04	EPS (ttm)	5.55	Insider Own	0.17%	Shs Outstand	277.65M	Perf Week	1.44%
Market Cap	44.75B	Forward P/E	21.61	EPS next Y	7.46	Insider Trans	-14.44%	Shs Float	277.19M	Perf Month	0.09%
Enterprise Value	55.96B	PEG	1.91	EPS next Q	1.37	Inst Own	88.46%	Short Float	2.53%	Perf Quarter	7.65%
Income	1.56B	P/S	5.45	EPS this Y	10.11%	Inst Trans	4.79%	Short Ratio	3.31	Perf Half Y	8.78%
Sales	8.21B	P/B	-	EPS next Y	11.96%	ROA	20.89%	Short Interest	7.01M	Perf YTD	6.55%
Book/sh	-26.44	P/C	63.12	EPS next 5Y	11.32%	ROE	-	52W High	165.32 -2.50%	Perf Year	8.98%
Cash/sh	2.55	P/FCF	27.31	EPS past 3/5Y	6.70% 13.52%	ROIC	34.29%	52W Low	137.33 17.37%	Perf 3Y	22.08%
Dividend Est.	3.04 (1.89%)	EV/EBITDA	20.37	Sales past 3/5Y	6.28% 7.76%	Gross Margin	47.86%	Volatility	2.09% 2.18%	Perf 5Y	54.49%
Dividend TTM	2.84 (1.76%)	EV/Sales	6.81	EPS Y/Y TTM	5.99%	Oper. Margin	30.94%	ATR (14)	3.41	Perf 10Y	214.84%
Dividend Ex-Date	Feb 20, 2026	Quick Ratio	1.69	Sales Y/Y TTM	8.80%	Profit Margin	18.98%	RSI (14)	59.14	Recom	2.30
Dividend Gr. 3/5Y	7.60% 8.60%	Current Ratio	1.35	EPS Q/Q	27.78%	SMA20	2.47%	Beta	0.65	Target Price	172.26
Payout	51.17%	Debt/Eq	-	Sales Q/Q	6.44%	SMA50	4.55%	Rel Volume	0.79	Prev Close	160.57
Employees	40000	LT Debt/Eq	-	Earnings	Feb 04 BMO	SMA200	8.52%	Avg Volume	2.12M	Price	161.19
IPO	Sep 12, 1997	Option/Short	Yes / Yes	EPS/Sales Surpr.	-1.86% 2.62%	Trades		Volume	1,678,475	Change	0.39%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-08-26	Upgrade	Gordon Haskett	Hold → Buy
Jan-07-26	Downgrade	Oppenheimer	Outperform → Perform
Nov-17-25	Upgrade	TD Cowen	Hold → Buy
Nov-05-25	Upgrade	Evercore ISI	In-line → Outperform	$180
Oct-09-25	Initiated	RBC Capital Mkts	Sector Perform	$165
Oct-02-25	Reiterated	Piper Sandler	Neutral	$155 → $157
Jul-14-25	Initiated	Melius	Buy	$200
Jun-25-25	Upgrade	JP Morgan	Neutral → Overweight	$162
Jun-10-25	Upgrade	Redburn Atlantic	Neutral → Buy	$177
Jun-04-25	Upgrade	Goldman	Neutral → Buy	$167
Jan-22-25	Downgrade	Bernstein	Outperform → Mkt Perform	$140 → $135
Jan-21-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$158 → $140
Jan-10-25	Downgrade	Citigroup	Buy → Neutral	$153 → $141
Dec-31-24	Upgrade	Argus	Hold → Buy	$155
Oct-16-24	Downgrade	TD Cowen	Buy → Hold	$156 → $145
Jul-16-24	Downgrade	Evercore ISI	Outperform → In-line	$160 → $145
Jun-13-24	Initiated	Goldman	Neutral	$150
Apr-10-24	Downgrade	Argus	Buy → Hold
Jan-11-24	Downgrade	Wells Fargo	Overweight → Equal Weight	$150 → $135
Jan-05-24	Upgrade	Oppenheimer	Perform → Outperform	$154

Show Previous Ratings

Feb-17-26 11:01AM	Builders FirstSource's Q4 Earnings & Sales Lag, Margins Down Y/Y (Zacks)
05:37AM	Habit Burger launches core menu update (Restaurant Dive)
Feb-16-26 05:15AM	Do Wall Street Analysts Like Yum! Brands Stock? (Barchart)
Feb-13-26 08:42AM	Dutch Bros Q4 Earnings & Revenues Beat Estimates, Rise Y/Y, Stock Up (Zacks)
Feb-12-26 12:51PM	McDonald's Q4 Earnings & Revenues Beat Estimates, Rise Y/Y (Zacks)
11:40PM	Loading…
Feb-11-26 11:40PM	1 Cash-Producing Stock with Promising Prospects and 2 That Underwhelm (StockStory)
08:15AM	McDonalds vs. Yum! Brands: Which Wins the Battle for India as US Growth Slows? (24/7 Wall St.)
12:44AM	Yum! Brands's Q4 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Feb-10-26 10:05AM	PIZZA HUT PARTNERS WITH BACKSTREET BOYS' NICK CARTER AND HOWIE DOROUGH TO CELEBRATE THE RETURN OF ITS ICONIC HEART-SHAPED PIZZA (PR Newswire)
08:50AM	Yum! Brands price target raised to $178 from $173 at BofA (TipRanks)
06:30AM	Pizza Hut to close 250 locations. Are any Utah stores shuttering? (The Spectrum)
Feb-09-26 12:47PM	Chipotle's in a funk, Taco Bell cannot be stopped, and snacks are all the rage (Nation's Restaurant News)
05:03AM	Pizza Hut will close 250 locations. Will Topeka locations be affected? (The Topeka Capital Journal)
Feb-07-26 12:06PM	Pizza Hut to close 250 restaurants nationwide (Lohud \| The Journal News)
04:24AM	Yum! Brands Q4 Earnings Call Highlights (MarketBeat)
02:04PM	Loading…
Feb-06-26 02:04PM	Pizza Hut to close 250 US stores. What does it mean for Colorado? (The Coloradoan)
01:22PM	Expect more menu innovation from KFC, including beverages (Nation's Restaurant News)
06:00AM	Pizza Hut closing hundreds of locations around the U.S. (LA Times)
Feb-05-26 07:28PM	Analyst Report: Yum China Holdings, Inc. (Morningstar Research)
03:54PM	Pizza Hut Is Shutting 250 Restaurants. Here's Why. (Investopedia)
01:58PM	Pizza Hut Cuts Underperformers To Reset US Business (Benzinga)
01:58PM	Pizza Hut closing 250 US stores as parent company considers selling the brand (Associated Press Finance)
12:42PM	Pizza Hut is closing 250 locations. What we know about Fox Valley stores (The Post-Crescent)
12:19PM	Pizza Hut to close 250 locations. What we know about Brown County stores (Green Bay Press-Gazette)
12:17PM	Yum China Q4 Earnings & Revenues Top Estimates, Both Up YoY (Zacks)
11:23AM	Hundreds of Pizza Huts will close, how many are there in Minnesota? (SC Cloud \| St. Cloud Times)
11:00AM	Pizza Hut is closing hundreds of locations in 2026 after dismal sales (IndyStar \| The Indianapolis Star)
09:44AM	Indias Pizza Hut and KFC operator names new CEO (Verdict Food Service)
09:24AM	Eddie Bauer and Pizza Hut lead a parade of retail and food chain closings (Quartz)
09:00AM	Morning Movers: Eli Lilly rises, Boston Scientific falls after quarterly results (TipRanks)
05:17AM	Loading…
05:17AM	Yum! Brands posts double-digit profit growth in Q4 2025 (Verdict Food Service)
04:22AM	How Yum is adapting Taco Bells playbook for KFC (Restaurant Dive)
12:31AM	YUM Q4 Deep Dive: Digital Expansion and Core Brand Momentum Shape Outlook (StockStory)
Feb-04-26 05:48PM	Pizza Hut closing hundreds of locations in 2026. Here's why. (Delmarva Now \| The Daily Times)
04:06PM	Apple stock gains amid tech sell-off, Yum! Brands' mixed Q4 results (Yahoo Finance Video)
04:04PM	Yum Brands Inc (YUM) Q4 2025 Earnings Call Highlights: Strong Growth in Digital Sales and New ... (GuruFocus.com)
01:13PM	Michael Burry issues bitcoin warning, AMD stock falls hard (Yahoo Finance Video)
01:03PM	Taco Bell, KFC Parent Yum! Brands Hikes Dividend Despite Margin Squeeze (Benzinga)
12:01PM	Yum! Brands reports modest fourth quarter earnings beat (Proactive)
11:30AM	Yum (YUM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
11:21AM	Pizza Hut is closing 250 U.S. locations in the first half of 2026 (Nation's Restaurant News)
10:08AM	Taco Bell is taking market share from just about everywhere (Nation's Restaurant News)
10:05AM	Pizza Hut is closing hundreds of locations (CNN Business)
09:55AM	YUM! Brands Q4 Earnings Fall Short, Revenues Surpass Estimates (Zacks)
09:40AM	Yum Brands (YUM) Q4 2025 Earnings Call Transcript (Motley Fool)
08:15AM	Yum Brands (YUM) Q4 Earnings Lag Estimates (Zacks)
07:43AM	Taco Bell owner Yum Brands beats Q4 same-store sales estimates (Investing.com)
07:30AM	Yum! Brands (NYSE:YUM) Exceeds Q4 CY2025 Expectations (StockStory)
07:20AM	Yum Brands Logs Higher Revenue on Growth at Taco Bell, KFC (The Wall Street Journal)
07:07AM	Yum: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	Yum! Brands Reports Fourth-Quarter Results and Increases Dividend (Business Wire)
Feb-02-26 10:01PM	Yum! Brands (YUM) Q4 Earnings Report Preview: What To Look For (StockStory)
11:49AM	YUM to Post Q4 Earnings: What's in the Cards for the Stock? (Zacks)
Feb-01-26 07:47AM	January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week (Yahoo Finance)
Jan-30-26 06:03PM	The More Defensive Way to Invest in Restaurant Stocks (Motley Fool)
11:21AM	Starbucks CEO Brian Niccol talks Starbucks turnaround after its Investor Day (Yahoo Finance)
09:15AM	Insights Into Yum (YUM) Q4: Wall Street Projections for Key Metrics (Zacks)
02:51AM	The Fast-Casual Comeback Tour (Motley Fool)
Jan-28-26 10:00AM	Yum Brands (YUM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-26-26 09:20AM	How Franchise Economics Can Fuel YUM's Next Growth Cycle (Zacks)
Jan-25-26 11:37PM	1 Unpopular Stock That Should Get More Attention and 2 We Question (StockStory)
Jan-22-26 09:50AM	Why Yum Brands (YUM) is a Top Momentum Stock for the Long-Term (Zacks)
03:00AM	Taco Bells Crispy Chicken Nuggets are back (Restaurant Dive)
Jan-21-26 08:07PM	Yum! Brands Announces Q4 2025 Earnings and Conference Call Details (Business Wire)
09:45AM	Why Yum Brands (YUM) is a Top Growth Stock for the Long-Term (Zacks)
Jan-20-26 09:17AM	McDonald's Dividend Streak Lives On: Is Cash Flow Still Rock-Solid? (Zacks)
Jan-19-26 12:47PM	Popular pizza chain tests guilt-free option to win back customers (TheStreet)
Jan-18-26 10:32PM	Spotting Winners: Yum! Brands (NYSE:YUM) And Traditional Fast Food Stocks In Q3 (StockStory)
Jan-15-26 01:05AM	Analyst Report: Yum China Holdings, Inc. (Morningstar Research)
Jan-14-26 12:48PM	KFC Reclaims Sundays with Weekly Digital Deals Designed for Comfort, Not Guilt (PR Newswire)
12:36PM	Jollibee Plans US Listing for Global Unit by Late 2027 (GuruFocus.com)
09:26AM	Delivery & Carryout Both Rising, Is DPZ Entering a New Balance Phase? (Zacks)
07:00AM	Braze Highlights ChatGPT SDK, Agent Console and AI Personalization Push at Needham Conference (MarketBeat)
Jan-13-26 07:45AM	Here's What to Expect From Yum! Brands Next Earnings Report (Barchart)
06:58AM	Dominos Pizza appoints new CEO for Australia and New Zealand (Verdict Food Service)
Jan-12-26 06:41AM	Domino's Shares Jump After Merrill Pereyra Named Australia, New Zealand CEO (GuruFocus.com)
Jan-08-26 12:17PM	Cautiously Optimistic Analyst Sentiment on Yum! Brands (YUM) Amid Leadership Changes (Insider Monkey)
Jan-07-26 09:41AM	Wayfair upgraded, Instacart initiated: Wall Street's top analyst calls (The Fly)
06:00AM	PIZZA HUT TEAMS UP WITH TOM BRADY TO KICK OFF "PIZZA BEFORE THE HUT" CAMPAIGN AND CELEBRATES PIZZA HUT'S BIGGEST PIZZA FOR THE BIGGEST GAMES, NOW $10 (PR Newswire)
Jan-06-26 10:45AM	KFC Is Giving Your January Food Choices a Glow-Up with a Comfort-First Value Lineup (PR Newswire)
06:32AM	Can Dominos Shares Hit $550 in 2026? (24/7 Wall St.)
04:27AM	McDonalds Rival Jollibee Soars on Plan to List Global Unit (Bloomberg)
Jan-05-26 10:44PM	Analyst Report: Yum China Holdings, Inc. (Morningstar Research)
05:59AM	Indian KFC and Pizza Hut operator DIL to merge with rival SFIL (Verdict Food Service)
Dec-26-25 12:46PM	Does McDonald's $4B Margin Milestone Signal Model Durability? (Zacks)
Dec-23-25 12:15AM	Here's What Analysts Say on Yum! Brands (YUM) Amid Pizza Hut Review (Insider Monkey)
Dec-22-25 12:35PM	The buzziest restaurant brand collaborations of 2025 (Nation's Restaurant News)
09:10AM	Krispy Kreme, El Pollo Loco, Taco Bell beverages (Nation's Restaurant News)
Dec-19-25 12:01PM	Taco Bell launches two new Freeze beverages (Nation's Restaurant News)
10:44AM	MCD, YUM or BROS: Which Restaurant Stock Offers the Best 2026 Setup? (Zacks)
Dec-18-25 12:29PM	KFC Brings High-Low Luxury to NYE: Fried Chicken, Caviar and Bubbles from the Comfort of Home (PR Newswire)
Dec-17-25 05:30PM	The 5 biggest brand moments from 2025 investors couldn't ignore (Yahoo Finance Video)
Dec-16-25 12:10PM	Analyst Report: Yum China Holdings, Inc. (Morningstar Research)
Dec-15-25 11:36PM	2 Cash-Producing Stocks to Keep an Eye On and 1 We Avoid (StockStory)
10:20AM	DoorDash, Taco Bell, and labor shortages (Nation's Restaurant News)
05:09AM	Analyst Report: Yum China Holdings, Inc. (Morningstar Research)
Dec-11-25 03:56PM	Taco Bell adds new Creamy Garlic Sauce (Nation's Restaurant News)
Dec-10-25 08:00AM	From Craveable Drinks to Sauce Rituals: Yum! Brands Unveils its First-Ever Food Trends Report (Business Wire)
07:16AM	3 Solid Stocks to Watch on Steady Growth in Restaurant Sales (Zacks)
06:15AM	Yum Brands: Solo dining, customization are reshaping value strategy (Restaurant Dive)

Yum! Brands, Inc. is a service restaurant company, which engages in the development, operation, franchise, and licenses of a system of restaurants. It operates through the following segments: KFC Division, Pizza Hut Division, Taco Bell Division, and Habit Burger Grill Division. The company was founded in 1997 and is headquartered in Louisville, KY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Skeans Tracy L	COO and CPO	Feb 17 '26	Sale	160.16	5,341	855,415	5,334	Feb 17 04:21 PM
Skeans Tracy L	COO and CPO	Feb 17 '26	Sale	160.80	2,970	477,576	0	Feb 17 04:21 PM
Tracey Skeans	Officer	Feb 17 '26	Proposed Sale	160.15	40,305	6,455,000		Feb 17 04:17 PM
Mezvinsky Scott	KFC Division CEO	Feb 13 '26	Sale	164.63	1,612	265,384	0	Feb 17 11:01 AM
Scott Mezvinsky	Officer	Feb 13 '26	Proposed Sale	164.63	3,544	583,449		Feb 13 04:41 PM
Powell Aaron	CEO - Pizza Hut	Feb 11 '26	Option Exercise	159.06	1,106	175,920	24,442	Feb 12 04:34 PM
Turner Christopher Lee	CEO, Chairman of Board	Feb 11 '26	Option Exercise	159.06	1,382	219,821	66,087	Feb 12 04:32 PM
Skeans Tracy L	COO and CPO	Feb 11 '26	Option Exercise	159.06	1,521	241,930	11,275	Feb 12 04:29 PM
Roy Ranjith	Chief Financial Officer	Feb 10 '26	Option Exercise	158.85	343	54,486	614	Feb 12 10:32 AM
Skeans Tracy L	COO and CPO	Feb 10 '26	Option Exercise	158.85	3,146	499,742	10,448	Feb 12 10:30 AM
Tresvant Sean	Taco Bell, CEO, YUM CCO	Feb 10 '26	Option Exercise	158.85	2,365	375,680	6,750	Feb 12 10:26 AM
Powell Aaron	CEO - Pizza Hut	Feb 10 '26	Option Exercise	158.85	2,894	459,712	24,030	Feb 12 10:25 AM
Turner Christopher Lee	CEO, Chairman of Board	Feb 10 '26	Option Exercise	158.85	3,146	499,742	65,399	Feb 12 10:23 AM
Mezvinsky Scott	KFC Division CEO	Feb 10 '26	Option Exercise	158.85	2,364	375,521	1,822	Feb 12 10:19 AM
Burkhardt Erika	Chief Legal Officer & Corp Sec	Feb 10 '26	Option Exercise	158.85	627	99,599	801	Feb 12 10:11 AM
Turner Christopher Lee	CEO, Chairman of Board	Feb 09 '26	Option Exercise	158.90	1,495	237,556	63,390	Feb 10 03:04 PM
Tresvant Sean	Taco Bell, CEO, YUM CCO	Feb 09 '26	Option Exercise	158.90	997	158,423	4,990	Feb 10 03:01 PM
Skeans Tracy L	COO and CPO	Feb 09 '26	Option Exercise	158.90	1,421	225,797	8,410	Feb 10 02:58 PM
Powell Aaron	CEO - Pizza Hut	Feb 09 '26	Option Exercise	158.90	1,246	197,989	22,075	Feb 10 02:55 PM
Burkhardt Erika	Chief Legal Officer & Corp Sec	Feb 09 '26	Option Exercise	158.90	199	31,621	263	Feb 10 02:50 PM
Powell Aaron	CEO - Pizza Hut	Feb 05 '26	Sale	161.44	12,000	1,937,280	14,650	Feb 06 10:32 AM
Aaron Powell	Officer	Feb 05 '26	Proposed Sale	161.45	12,000	1,937,371		Feb 05 04:35 PM
Mezvinsky Scott	KFC Division CEO	Dec 01 '25	Option Exercise	49.66	409	20,311	409	Dec 01 01:31 PM
Mezvinsky Scott	KFC Division CEO	Dec 01 '25	Sale	153.17	276	42,275	0	Dec 01 01:31 PM
Skeans Tracy L	COO and CPO	Nov 17 '25	Option Exercise	78.07	51,106	3,989,845	25,553	Nov 18 12:10 PM
Skeans Tracy L	COO and CPO	Nov 17 '25	Sale	149.10	24,332	3,627,901	0	Nov 18 12:10 PM
Tracy Skeans	officer	Nov 17 '25	Proposed Sale	149.11	24,332	3,628,051		Nov 17 04:25 PM
Aaron Powell	Officer	Nov 11 '25	Proposed Sale	150.48	2,790	419,846		Nov 12 01:49 PM
Powell Aaron	CEO - Pizza Hut	Nov 11 '25	Option Exercise	126.63	28,990	3,670,877	40,726	Nov 12 09:38 AM
Powell Aaron	CEO - Pizza Hut	Nov 11 '25	Sale	150.48	2,790	419,839	26,650	Nov 12 09:38 AM
Nelson Thomas	Director	Nov 07 '25	Option Exercise	49.66	3,096	153,747	24,327	Nov 07 12:17 PM
Mezvinsky Scott	KFC Division CEO	Nov 06 '25	Sale	148.81	1,755	261,162	0	Nov 07 08:35 AM
Scott Mezvinsky	Officer	Nov 06 '25	Proposed Sale	148.81	2,164	322,025		Nov 06 02:45 PM
Mezvinsky Scott	KFC Division CEO	Nov 05 '25	Option Exercise	49.66	409	20,311	2,164	Nov 06 09:58 AM
Mezvinsky Scott	KFC Division CEO	Nov 05 '25	Sale	154.27	273	42,116	1,755	Nov 06 09:58 AM
Scott Mezvinsky	Officer	Nov 05 '25	Proposed Sale	154.27	273	42,116		Nov 05 04:11 PM
Burkhardt Erika	Chief Legal Officer & Corp Sec	Nov 05 '25	Option Exercise	102.87	4,073	418,990	4,137	Nov 05 12:24 PM
Burkhardt Erika	Chief Legal Officer & Corp Sec	Nov 05 '25	Sale	149.37	1,269	189,551	64	Nov 05 12:24 PM
Erika Burkhardt	Officer	Nov 05 '25	Proposed Sale	149.38	1,269	189,561		Nov 05 12:11 PM
David Gibbs	FormerOfficer	Oct 15 '25	Proposed Sale	143.97	28,000	4,031,160		Oct 15 04:41 PM
Skala Justin	Director	Oct 01 '25	Option Exercise	152.00	2,129	323,608	15,923	Oct 01 05:00 PM
Domier Tanya	Director	Oct 01 '25	Option Exercise	152.00	2,132	324,064	7,089	Oct 01 04:52 PM
Mezvinsky Scott	KFC Division CEO	Oct 01 '25	Option Exercise	49.66	409	20,311	2,164	Oct 01 01:41 PM
Mezvinsky Scott	KFC Division CEO	Oct 01 '25	Sale	152.59	275	41,962	1,755	Oct 01 01:41 PM
Scott Mezvinsky	Officer	Oct 01 '25	Proposed Sale	152.59	275	41,962		Oct 01 01:22 PM
Gibbs David W	Chief Executive Officer	Sep 15 '25	Option Exercise	51.69	10,972	567,189	110,681	Sep 15 12:45 PM
Gibbs David W	Chief Executive Officer	Sep 15 '25	Sale	149.80	7,176	1,074,965	102,893	Sep 15 12:45 PM
David Gibbs	officer	Sep 15 '25	Proposed Sale	149.80	7,176	1,074,965		Sep 15 10:57 AM
Mezvinsky Scott	KFC Division CEO	Sep 02 '25	Option Exercise	49.66	409	20,311	2,164	Sep 02 03:48 PM
Mezvinsky Scott	KFC Division CEO	Sep 02 '25	Sale	145.27	270	39,223	1,755	Sep 02 03:48 PM
Mezvinsky Scott	Officer	Sep 02 '25	Proposed Sale	145.27	270	39,222		Sep 02 02:14 PM
Skeans Tracy L	COO and CPO	Aug 15 '25	Option Exercise	68.00	22,552	1,533,536	22,552	Aug 18 11:02 AM
Skeans Tracy L	COO and CPO	Aug 15 '25	Sale	148.24	12,220	1,811,493	0	Aug 18 11:02 AM
Gibbs David W	Chief Executive Officer	Aug 15 '25	Option Exercise	51.69	10,972	567,189	110,681	Aug 18 10:54 AM
Gibbs David W	Chief Executive Officer	Aug 15 '25	Sale	146.84	7,106	1,043,445	102,893	Aug 18 10:54 AM
Skeans Tracy L	Officer	Aug 15 '25	Proposed Sale	148.24	12,220	1,811,513		Aug 15 03:49 PM
Gibbs David W	Officer	Aug 15 '25	Proposed Sale	146.84	7,106	1,043,445		Aug 15 01:13 PM
GRADDICK WEIR MIRIAN M	Director	Aug 14 '25	Option Exercise	49.66	3,096	153,747	4,329	Aug 15 11:04 AM
GRADDICK WEIR MIRIAN M	Director	Aug 14 '25	Sale	145.30	2,038	296,121	1,233	Aug 15 11:04 AM
GRADDICK WEIR MIRIAN M	Director	Aug 14 '25	Proposed Sale	145.30	2,038	296,125		Aug 14 11:38 AM
Cornell Brian C	Director	Aug 06 '25	Option Exercise	50.00	3,244	162,192	3,096	Aug 07 01:34 PM
Cornell Brian C	Director	Aug 06 '25	Sale	139.92	2,080	291,034	0	Aug 07 01:34 PM
Mezvinsky Scott	KFC Division CEO	Aug 06 '25	Option Exercise	49.66	409	20,311	2,164	Aug 07 01:22 PM
Mezvinsky Scott	KFC Division CEO	Aug 06 '25	Sale	139.92	263	36,799	1,755	Aug 07 01:22 PM
Cornell Brian C	Director	Aug 06 '25	Proposed Sale	139.92	2,080	291,034		Aug 06 12:00 PM
Mezvinsky Scott	Officer	Aug 06 '25	Proposed Sale	139.92	263	36,799		Aug 06 11:18 AM
Gibbs David W	Chief Executive Officer	Jul 15 '25	Option Exercise	51.69	10,972	567,189	110,681	Jul 15 11:46 AM
Gibbs David W	Chief Executive Officer	Jul 15 '25	Sale	146.60	7,117	1,043,352	102,893	Jul 15 11:46 AM
Gibbs David W	Officer	Jul 15 '25	Proposed Sale	146.60	7,117	1,043,352		Jul 15 10:17 AM
Mezvinsky Scott	KFC Division CEO	Jul 01 '25	Option Exercise	49.66	410	20,361	2,165	Jul 01 11:44 AM
Mezvinsky Scott	KFC Division CEO	Jul 01 '25	Sale	148.28	272	40,332	1,755	Jul 01 11:44 AM
Mezvinsky Scott	Officer	Jul 01 '25	Proposed Sale	148.28	272	40,332		Jul 01 10:15 AM
Gibbs David W	Chief Executive Officer	Jun 16 '25	Option Exercise	51.69	10,972	567,189	110,681	Jun 16 03:30 PM
Gibbs David W	Chief Executive Officer	Jun 16 '25	Sale	144.00	7,032	1,012,608	102,893	Jun 16 03:30 PM
Gibbs David W	Officer	Jun 16 '25	Proposed Sale	144.00	7,032	1,012,608		Jun 16 03:07 PM
Mezvinsky Scott	KFC Division CEO	Jun 04 '25	Option Exercise	49.66	410	20,361	2,165	Jun 04 02:37 PM
Mezvinsky Scott	KFC Division CEO	Jun 04 '25	Sale	145.97	268	39,120	1,755	Jun 04 02:37 PM
Mezvinsky Scott	Officer	Jun 04 '25	Proposed Sale	145.97	268	39,120		Jun 04 10:37 AM
Gibbs David W	Chief Executive Officer	May 15 '25	Option Exercise	51.69	10,972	567,189	165,681	May 15 11:44 AM
Gibbs David W	Chief Executive Officer	May 15 '25	Sale	145.57	7,063	1,028,161	157,893	May 15 11:44 AM
Gibbs David W	Officer	May 15 '25	Proposed Sale	145.57	7,063	1,028,161		May 15 11:00 AM
Gibbs David W	Chief Executive Officer	Apr 15 '25	Option Exercise	49.66	7,788	386,752	165,681	Apr 15 02:19 PM
Gibbs David W	Chief Executive Officer	Apr 15 '25	Sale	146.70	5,139	753,891	157,893	Apr 15 02:19 PM
Gibbs David W	Officer	Apr 15 '25	Proposed Sale	146.70	5,139	753,891		Apr 15 11:11 AM
Gibbs David W	Chief Executive Officer	Mar 17 '25	Option Exercise	49.66	7,788	386,752	165,681	Mar 18 10:29 AM
Gibbs David W	Chief Executive Officer	Mar 17 '25	Sale	154.24	5,293	816,392	157,893	Mar 18 10:29 AM
Gibbs David W	Officer	Mar 17 '25	Proposed Sale	154.24	5,293	816,392		Mar 17 12:07 PM
Skeans Tracy L	COO and CPO	Mar 06 '25	Sale	158.36	10,434	1,652,276	0	Mar 07 05:10 PM
Skeans Tracy L	COO and CPO	Mar 06 '25	Sale	158.36	8,638	1,367,870	2,970	Mar 07 05:10 PM
Gibbs David W	Chief Executive Officer	Mar 06 '25	Sale	160.00	2,403	384,480	157,893	Mar 07 11:03 AM
Burkhardt Erika	Chief Legal Officer & Corp Sec	Mar 06 '25	Option Exercise	102.87	1,518	156,157	1,450	Mar 07 08:52 AM
Burkhardt Erika	Chief Legal Officer & Corp Sec	Mar 06 '25	Sale	159.07	597	94,965	64	Mar 07 08:52 AM
Skeans Tracy L	Officer	Mar 06 '25	Proposed Sale	158.36	19,072	3,020,187		Mar 06 04:59 PM
Burkhardt Erika	Officer	Mar 06 '25	Proposed Sale	159.07	597	94,965		Mar 06 04:11 PM
Gibbs David W	Chief Executive Officer	Mar 05 '25	Sale	159.46	30,604	4,880,258	160,296	Mar 06 10:45 AM
Gibbs David W	Officer	Mar 05 '25	Proposed Sale	157.54	33,007	5,200,000		Mar 05 05:03 PM
Russell David Eric	Vice President, Controller	Mar 05 '25	Sale	158.66	5,000	793,300	11,960	Mar 05 02:41 PM
Russell David Eric	Officer	Mar 05 '25	Proposed Sale	158.66	5,000	793,322		Mar 05 02:30 PM

Open in Screener

VSTM

Verastem Inc

Feb 17 • 04:00PM ET

5.86

+0.04 0.69 %

Healthcare • Biotechnology • USA • NASD

Peers: GILD AMGN MRK PFE BMY REGN VRTX INCY LUMO SRPT

| Held by: VTI XBI IWM VXF FESM VTWO IWO IWN IWC VHT

Index	RUT	P/E	-	EPS (ttm)	-4.26	Insider Own	17.02%	Shs Outstand	66.75M	Perf Week	-11.88%
Market Cap	441.37M	Forward P/E	-	EPS next Y	-1.70	Insider Trans	-0.57%	Shs Float	62.50M	Perf Month	-11.21%
Enterprise Value	393.14M	PEG	-	EPS next Q	-0.52	Inst Own	88.33%	Short Float	26.33%	Perf Quarter	-27.74%
Income	-241.10M	P/S	32.99	EPS this Y	15.01%	Inst Trans	27.05%	Short Ratio	8.17	Perf Half Y	-28.71%
Sales	13.38M	P/B	-	EPS next Y	45.21%	ROA	-159.02%	Short Interest	16.46M	Perf YTD	-24.09%
Book/sh	-0.23	P/C	3.21	EPS next 5Y	40.01%	ROE	-2888.70%	52W High	11.24 -47.89%	Perf Year	-1.84%
Cash/sh	1.83	P/FCF	-	EPS past 3/5Y	9.28% 31.36%	ROIC	-350.20%	52W Low	4.01 46.13%	Perf 3Y	-15.78%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	154.59% -10.54%	Gross Margin	80.93%	Volatility	6.79% 6.67%	Perf 5Y	-82.68%
Dividend TTM	-	EV/Sales	29.38	EPS Y/Y TTM	-26.37%	Oper. Margin	-1197.72%	ATR (14)	0.46	Perf 10Y	-58.62%
Dividend Ex-Date	-	Quick Ratio	2.55	Sales Y/Y TTM	33.79%	Profit Margin	-1802.12%	RSI (14)	37.93	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	2.58	EPS Q/Q	-126.22%	SMA20	-7.45%	Beta	0.40	Target Price	16.62
Payout	-	Debt/Eq	-	Sales Q/Q	-	SMA50	-21.20%	Rel Volume	0.87	Prev Close	5.82
Employees	78	LT Debt/Eq	-	Earnings	Nov 04 BMO	SMA200	-22.72%	Avg Volume	2.01M	Price	5.86
IPO	Jan 27, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	-118.91% 95.30%	Trades		Volume	1,761,524	Change	0.69%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-04-26	Initiated	H.C. Wainwright	Buy	$18
Oct-16-25	Resumed	Cantor Fitzgerald	Overweight
Apr-10-25	Initiated	Jefferies	Buy	$15
Mar-24-25	Reiterated	H.C. Wainwright	Buy	$7 → $10
Dec-31-24	Reiterated	BTIG Research	Buy	$13 → $20
Sep-30-24	Initiated	Guggenheim	Buy	$13
Nov-21-23	Resumed	BTIG Research	Buy	$27
Sep-27-23	Initiated	B. Riley Securities	Buy	$21
Jun-15-23	Upgrade	Mizuho	Neutral → Buy	$24 → $36
Sep-07-22	Resumed	Alliance Global Partners	Buy	$6
Apr-29-22	Resumed	Cantor Fitzgerald	Overweight	$6 → $5
Apr-14-22	Initiated	RBC Capital Mkts	Outperform	$5
Mar-09-22	Initiated	Truist	Buy	$6
Jul-01-21	Initiated	Alliance Global Partners	Buy	$6
May-24-21	Upgrade	BTIG Research	Neutral → Buy	$8
Jun-20-19	Downgrade	BTIG Research	Buy → Neutral
May-10-19	Downgrade	Raymond James	Outperform → Mkt Perform
Jul-13-18	Initiated	BTIG Research	Buy	$17
May-02-18	Initiated	Seaport Global Securities	Buy	$14
Mar-08-18	Initiated	B. Riley FBR, Inc.	Buy	$15

Show Previous Ratings

Feb-17-26 12:00PM	What Makes Verastem (VSTM) a New Buy Stock (Zacks)
Feb-16-26 01:02AM	Verastem Touts 50%+ Sales Growth for LGSOC Launch, Teases RAMP 301 and KRAS G12D Catalysts (MarketBeat)
Feb-05-26 11:42AM	Verastem Stock Rises Nearly 8% on Strong Q4 & 2025 Preliminary Results (Zacks) -7.51%
Feb-04-26 08:00AM	Here Are Wednesdays Top Wall Street Analyst Research Calls: AES Corp, Airbnb, Cloudflare, Devon Energy, Levi Strauss, Lumentum, PayPal, and More (24/7 Wall St.) +7.78%
07:30AM	Verastem Oncology Provides Preliminary Fourth Quarter and 2025 Revenue and Business Updates and Outlines 2026 Strategic Priorities for Novel Portfolio Targeting RAS/MAPK Pathway-Driven Cancers (Business Wire)
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Jan-30-26 10:19AM	$668B Oncology Surge: 5 Platforms Cracking the Code on GI Tumors (PR Newswire)
Jan-12-26 04:01PM	Verastem Oncology Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire) -8.73%
Jan-07-26 03:33PM	Revolution Medicines stock surges over 20% on potential AbbVie acquisition (Investing.com) +11.05%
Dec-29-25 04:01PM	Verastem Oncology Provides Update on RAMP 203 Phase 1/2 Clinical Trial for Advanced KRAS G12C Mutant Non-Small Cell Lung Cancer (Business Wire)
Dec-15-25 04:01PM	Verastem Oncology Announces Strategic Transition Plan to Accelerate Next Phase of Growth (Business Wire) -6.80%
Nov-25-25 07:30AM	Verastem Oncology to Present at the 8th Annual Evercore Healthcare Conference (Business Wire)
Nov-14-25 07:57AM	TEM Continues to Strengthen Its Genomics Leadership With New Products (Zacks) -6.84%
12:41AM	Verastem Oncology Announces Pricing of $90 Million Public Offering of Common Stock and Pre-Funded Warrants (Business Wire)
Nov-13-25 04:07PM	Verastem Oncology Announces Proposed Public Offering of Common Stock (Business Wire)
Nov-05-25 07:30AM	Verastem Oncology to Present at Upcoming Investor Conferences (Business Wire)
04:02PM	Loading…
Nov-04-25 04:02PM	Verastem Inc (VSTM) Q3 2025 Earnings Call Highlights: Strong Revenue Growth Amidst Rising ... (GuruFocus.com) -20.10%
08:40AM	Verastem (VSTM) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
07:40AM	Verastem: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	Verastem Oncology Reports Third Quarter 2025 Financial Results and Highlights Recent Business Updates (Business Wire)
Nov-03-25 12:00PM	Verastem (VSTM) Upgraded to Buy: Here's Why (Zacks)
Oct-29-25 11:57AM	Verastem, Inc. (VSTM) Delivers Positive Preliminary Data for VS-7375 in Mutant Solid Tumors Treatment (Insider Monkey)
Oct-28-25 11:35AM	3 Cancer-Focused Stocks Showing Strong Pipeline Progress (Zacks)
Oct-23-25 04:01PM	Verastem Oncology Announces Encouraging Preliminary Data from Ongoing Phase 1/2a Dose Escalation Trial of VS-7375, an Oral KRAS G12D (ON/OFF) Inhibitor, in Patients with KRAS G12D Mutant Solid Tumors (Business Wire)
09:55AM	Verastem (VSTM) Forms 'Hammer Chart Pattern': Time for Bottom Fishing? (Zacks)
07:30AM	Verastem Oncology to Report Third Quarter 2025 Financial Results on November 4, 2025 (Business Wire)
Oct-21-25 10:00AM	Best Momentum Stocks to Buy for Oct. 21 (Zacks)
06:39AM	New Strong Buy Stocks for Oct. 21: NEM, AS and More (Zacks)
Oct-20-25 12:00PM	Are You Looking for a Top Momentum Pick? Why Verastem (VSTM) is a Great Choice (Zacks) -13.02%
09:55AM	Wall Street Analysts Think Verastem (VSTM) Could Surge 68.11%: Read This Before Placing a Bet (Zacks)
Oct-19-25 04:15AM	Verastem Oncology Announces Updated Data from Partner GenFleet Therapeutics' Phase 1/2 Monotherapy Study in China of GFH375 (VS-7375) in Advanced KRAS G12D Mutant Pancreatic Ductal Adenocarcinoma (Business Wire)
07:30AM	Loading…
Oct-07-25 07:30AM	Verastem Oncology Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire)
Sep-19-25 12:00PM	Verastem (VSTM) Upgraded to Buy: Here's What You Should Know (Zacks) -5.14%
Sep-16-25 01:13PM	Top Biotech Picks for 2025: BTIG Research Highlights Potential Winners (Investing.com) -7.03%
Aug-27-25 07:00AM	Verastem Oncology to Present at Upcoming Investor Conferences (Business Wire)
Aug-17-25 03:22AM	Verastem Advances with Phase 3 Trial Progress and Product Launch Boosting Prospects (Insider Monkey)
Aug-13-25 04:29PM	Verastem Oncology Announces Late-Breaking Abstract from Partner GenFleet Therapeutics' Study in China of GFH375 (VS-7375) in Advanced Non-Small Cell Lung Cancer at IASLC 2025 World Conference on Lung Cancer (Business Wire)
Aug-07-25 06:40PM	Verastem (VSTM) Reports Q2 Loss, Misses Revenue Estimates (Zacks) +19.93%
05:36PM	Verastem: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Verastem Oncology Reports Second Quarter 2025 Financial Results and Highlights Recent Business Updates (Business Wire)
Aug-05-25 05:55PM	Gossamer Bio (GOSS) Reports Q2 Loss, Beats Revenue Estimates (Zacks)
Jul-31-25 10:00AM	Earnings Preview: Verastem (VSTM) Q2 Earnings Expected to Decline (Zacks)
Jul-29-25 07:30AM	Verastem Oncology to Report Second Quarter 2025 Financial Results on August 7, 2025 (Business Wire)
Jul-24-25 07:30AM	Verastem Oncology Granted Fast Track Designation for VS-7375 for the Treatment of KRAS G12D-mutated Locally Advanced or Metastatic Pancreatic Cancer (Business Wire)
Jul-23-25 09:26AM	High-Growth Oncology Market Projected For US$900bn in Revenue Despite Policy Headwinds (PR Newswire)
Jul-14-25 07:42AM	Verastems avutometinib combination shows 31% ORR in ovarian cancer trial (Clinical Trials Arena) +5.87%
Jul-11-25 04:12PM	Verastem Oncology Announces Publication of the Primary Results from the Phase 2 RAMP 201 Trial of Avutometinib in Combination with Defactinib in Patients with Recurrent Low-Grade Serous Ovarian Cancer in the Journal of Clinical Oncology (Business Wire)
Jul-08-25 07:30AM	Verastem Oncology Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire)
Jun-30-25 04:02PM	Verastem Oncology Announces Nature Medicine Publication of the Results from the First-in-Human Phase 1 FRAME Study of Avutometinib in Combination with Defactinib in Solid Tumors, including Low-Grade Serious Ovarian Cancer (Business Wire)
Jun-24-25 04:02PM	Verastem Oncology Announces First Patient Dosed with VS-7375, an Oral KRAS G12D (ON/OFF) Inhibitor, in a U.S. Phase 1/2a Trial in KRAS G12D Advanced Solid Tumors (Business Wire) -5.70%
Jun-20-25 08:41AM	Tempus AI's 89% Genomics Surge: Will the Momentum Keep Building? (Zacks) -5.01%
Jun-02-25 09:40AM	Verastem Oncology Announces Updated Data from Partner GenFleet Therapeutics' Phase 1 Study in China of GFH375 (VS-7375), an Oral KRAS G12D (ON/OFF) Inhibitor (Business Wire) -19.95%
May-28-25 10:43AM	VSTM Stock Soars 22% in a Month on Ovarian Cancer Combo Drug Approval (Zacks) -10.68%
07:30AM	Verastem Oncology to Present at the Jefferies Global Healthcare Conference (Business Wire)
May-23-25 05:15PM	Verastem announces positive Phase 1/2 safety and efficacy results in PDAC (TipRanks) +11.10%
May-22-25 05:01PM	Verastem Oncology Announces Positive Updated Results from RAMP 205 Evaluating Avutometinib Plus Defactinib in Combination with Standard-of-Care Chemotherapy in Frontline Metastatic Pancreatic Ductal Adenocarcinoma (Business Wire)
May-20-25 11:39AM	Tempus partners with Verastem for companion diagnostic development (Medical Device Network)
08:30AM	Tempus Announces a Collaboration with Verastem to Develop CDx for First-Ever FDA-Approved KRAS-Mutant Recurrent Low-Grade Serous Ovarian Cancer Combination Treatment (Business Wire)
May-13-25 04:50PM	Verastem: Q1 Earnings Snapshot (Associated Press Finance)
04:34PM	Verastem Oncology Reports First Quarter 2025 Financial Results and Highlights Recent Business Updates (Business Wire)
May-09-25 11:55AM	FDA grants accelerated approval to avutometinib, defactinib combination (TipRanks)
May-08-25 02:47PM	FDA Grants Accelerated Approval To Verastem's Combination Drug For Ovarian Cancer (Benzinga)
01:17PM	FDA Approves the AVMAPKI FAKZYNJA Combination Therapy as the First-Ever Treatment for Adult Patients with KRAS-mutated Recurrent Low-Grade Serous Ovarian Cancer (Business Wire)
May-01-25 07:30AM	Verastem Oncology to Present at Upcoming Investor Conferences (Business Wire)
Apr-25-25 09:00AM	Verastem Oncology Announces $75 million Private Placement (Business Wire)
Apr-23-25 04:05PM	Verastem Oncology Announces U.S. IND Clearance of VS-7375, Oral KRAS G12D (ON/OFF) Inhibitor, Enabling Phase 1/2a Trial in Advanced Solid Tumors (Business Wire) +5.34%
Apr-22-25 10:39AM	Verastem Oncology to Report Q1 Earnings: What's in the Cards? (Zacks) +13.37%
Apr-16-25 09:45AM	Top Cancer Stocks to Buy to Boost Your Portfolio's Health (Zacks)
Apr-10-25 02:35PM	Verastem: RAMP-203 Study Could Be Next Big Win For Avutometinib Combination (Seeking Alpha) -14.39%
Apr-07-25 07:30AM	Verastem Oncology Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire)
Mar-27-25 09:55AM	Wall Street Analysts Believe Verastem (VSTM) Could Rally 100.94%: Here's is How to Trade (Zacks) +5.16%
Mar-25-25 04:35PM	Verastem Oncology Announces Multiple Presentations Focused on RAS/MAPK Pathway Inhibition at AACR Annual Meeting 2025 (Business Wire)
Mar-20-25 05:15PM	Verastem files to sell 1.42M shares of common stock by selling shareholders (SeekingAlpha)
04:17PM	Verastem: Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	Verastem Oncology Reports Fourth Quarter and Full Year 2024 Financial Results and Highlights Recent Business Updates (Business Wire)
Mar-08-25 07:33AM	Why the Global Cancer Market Could Surpass $900 Billion--And the Stocks Leading the Charge (PR Newswire)
Feb-20-25 04:05PM	Verastem Oncology Announces Multiple Data Presentations at Society of Gynecologic Oncology 2025 Annual Meeting on Womens Cancer (Business Wire)
Jan-29-25 07:30AM	Verastem Oncology to Present at the Guggenheim SMID Cap Biotech Conference (Business Wire)
Jan-23-25 07:30AM	Verastem Oncology Outlines 2025 Strategic Priorities and Milestones for Novel Pipeline Targeting RAS/MAPK Pathway-Driven Cancers (Business Wire)
Jan-15-25 07:30AM	Verastem Oncology Names Matthew E. Ros as Chief Operating Officer (Business Wire) +5.36%
Jan-14-25 07:30AM	Verastem Oncology Exercises Option Early to License VS-7375, an Oral KRAS G12D (ON/OFF) Inhibitor, from GenFleet Therapeutics and Provides Preliminary Clinical Update on Phase 1 Study in China (Business Wire) -5.62%
Jan-13-25 07:30AM	Verastem Oncology Announces Debt Refinancing with Oberland Capital and Strategic Commercialization Partnership with IQVIA to Support Potential Launch in Recurrent KRAS Mutant Low-Grade Serous Ovarian Cancer in Mid-2025 (Business Wire) -6.81%
Jan-08-25 07:30AM	Verastem Oncology Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire) -9.79%
Dec-31-24 10:33AM	Verastem Shares Surge Over 24% on FDA Acceptance of Cancer Therapy Application (GuruFocus.com) +40.87%
Dec-30-24 04:30PM	Verastem Oncology Announces FDA Acceptance and Priority Review of New Drug Application for Avutometinib in Combination with Defactinib for the Treatment of Recurrent KRAS Mutant Low-Grade Serous Ovarian Cancer (Business Wire)
Dec-20-24 07:00AM	Applied Therapeutics Appoints John H. Johnson as Executive Chairman (GlobeNewswire) -5.63%
Dec-18-24 07:30AM	Verastem Oncology Provides a Clinical Update for RAMP 203 Trial in Advanced KRAS G12C Mutant Non-Small Cell Lung Cancer (Business Wire) -7.39%
Nov-26-24 07:00AM	Verastem Oncology to Present at the 7th Annual Evercore ISI HealthCONx Conference (Business Wire)
Nov-06-24 05:00PM	Verastem: Q3 Earnings Snapshot (Associated Press Finance) -6.98%
04:05PM	Verastem Oncology Reports Third Quarter 2024 Financial Results and Highlights Recent Business Updates (Business Wire)
Nov-01-24 12:02PM	Verastem Oncology submits NDA for ovarian cancer treatment (Pharmaceutical Technology)
Oct-31-24 04:01PM	Verastem Oncology Completes Rolling NDA Submission to the FDA for Avutometinib Plus Defactinib as a Treatment for Recurrent KRAS Mutant Low-Grade Serous Ovarian Cancer (Business Wire)
07:30AM	Verastem Oncology to Participate in Upcoming Investor Conferences (Business Wire)
Oct-17-24 01:00AM	Verastem Oncology Presents Positive Updated RAMP 201 Data for Avutometinib and Defactinib Combination in Recurrent Low-Grade Serous Ovarian Cancer at the International Gynecologic Cancer Society (IGCS) 2024 Annual Meeting (Business Wire) -20.12%
Oct-09-24 06:00AM	Verastem Oncology Announces Details for the Oral Presentation of the Mature RAMP 201 Data Evaluating Avutometinib Plus Defactinib in Recurrent Low-Grade Serous Ovarian Cancer at the IGCS 2024 Annual Meeting (Business Wire)
Oct-07-24 07:30AM	Verastem Oncology Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire)
Sep-10-24 04:05PM	Verastem Oncology to Present at the 2024 Cantor Global Healthcare Conference (Business Wire) +8.76%
07:30AM	Verastem Oncology to Present Mature RAMP 201 Data in Low-Grade Serous Ovarian Cancer at the International Gynecologic Cancer Society 2024 Annual Meeting (Business Wire)
Sep-03-24 07:30AM	Verastem Oncology and STAAR Ovarian Cancer Foundation Establish the Inaugural Low-Grade Serous Ovarian Cancer (LGSOC) Awareness Day on September 9, 2024 (Business Wire)
Aug-08-24 06:18PM	Verastem: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Verastem Oncology Reports Second Quarter 2024 Financial Results and Highlights Recent Business Updates (Business Wire)

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Paterson Dan	President and CEO	Feb 04 '26	Sale	6.69	970	6,489	612,919	Feb 05 04:10 PM
Dan Paterson	Officer	Jan 12 '26	Proposed Sale	7.16	5,039	36,069		Jan 14 05:15 PM
Dan Paterson	Officer, Director	Jan 12 '26	Proposed Sale	7.16	10,321	73,851		Jan 14 05:13 PM
Paterson Dan	President and CEO	Jan 12 '26	Sale	7.16	10,321	73,898	400,104	Jan 14 05:12 PM
Calkins Daniel	Chief Financial Officer	Jan 12 '26	Sale	7.16	5,039	36,079	104,719	Jan 14 05:11 PM
Calkins Daniel	Chief Financial Officer	Dec 24 '25	Sale	7.86	80	629	109,758	Dec 29 12:24 PM
Stuglik Brian M	Director	Dec 16 '25	Sale	9.14	592	5,411	101,147	Dec 18 04:47 PM
Paterson Dan	President and CEO	Dec 16 '25	Sale	9.14	393	3,592	410,425	Dec 18 04:46 PM
Gagnon Robert E.	Director	Dec 16 '25	Sale	9.14	283	2,587	41,678	Dec 18 04:45 PM
Paterson Dan	President and CEO	Dec 10 '25	Sale	10.07	2,000	20,140	412,818	Dec 12 05:06 PM
Paterson Dan	President and CEO	Dec 11 '25	Sale	10.00	2,000	20,000	410,818	Dec 12 05:06 PM
Paterson Dan	President and CEO	Dec 05 '25	Sale	10.61	2,000	21,220	418,818	Dec 09 05:03 PM
Paterson Dan	President and CEO	Dec 08 '25	Sale	10.50	2,000	21,000	416,818	Dec 09 05:03 PM
Paterson Dan	President and CEO	Dec 09 '25	Sale	10.25	2,000	20,500	414,818	Dec 09 05:03 PM
Paterson Dan	Officer	Dec 09 '25	Proposed Sale	10.27	7,790	80,003		Dec 09 03:11 PM
Paterson Dan	President and CEO	Dec 02 '25	Sale	10.32	2,000	20,640	424,818	Dec 04 04:54 PM
Paterson Dan	President and CEO	Dec 04 '25	Sale	10.00	2,000	20,000	420,818	Dec 04 04:54 PM
Paterson Dan	President and CEO	Dec 03 '25	Sale	10.00	2,000	20,000	422,818	Dec 04 04:54 PM
Paterson Dan	President and CEO	Nov 28 '25	Sale	10.79	2,000	21,580	428,818	Dec 01 04:40 PM
Paterson Dan	President and CEO	Dec 01 '25	Sale	10.39	2,000	20,780	426,818	Dec 01 04:40 PM
Paterson Dan	President and CEO	Nov 26 '25	Sale	10.32	2,000	20,640	430,818	Dec 01 04:40 PM
Bunn Paul A.	Director	Nov 21 '25	Option Exercise	3.27	6,250	20,438	8,333	Nov 25 05:35 PM
Bunn Paul A.	Director	Nov 21 '25	Sale	10.00	6,250	62,500	2,083	Nov 25 05:35 PM
Kauffman Michael	Director	Nov 21 '25	Sale	10.00	8,550	85,500	8,666	Nov 25 05:34 PM
Paterson Dan	President and CEO	Nov 25 '25	Sale	10.00	2,000	20,000	432,818	Nov 25 05:32 PM
Paterson Dan	President and CEO	Nov 24 '25	Sale	10.00	2,000	20,000	434,818	Nov 25 05:32 PM
Paterson Dan	President and CEO	Nov 21 '25	Sale	10.00	2,000	20,000	436,818	Nov 25 05:32 PM
Kauffman Michael	Board Member	Nov 21 '25	Proposed Sale	9.81	8,550	83,876		Nov 21 04:20 PM
Bunn Paul A.	Board Member	Nov 21 '25	Proposed Sale	9.81	6,250	61,312		Nov 21 04:10 PM
Paterson Dan	President and CEO	Nov 03 '25	Sale	9.74	3,299	32,146	438,818	Nov 06 12:21 PM
Bunn Paul A.	Director	Oct 09 '25	Sale	9.06	8,333	75,497	8,333	Oct 14 04:31 PM
Bunn Paul A.	Board Member	Oct 09 '25	Proposed Sale	8.94	8,333	74,497		Oct 09 04:05 PM
Calkins Daniel	Chief Financial Officer	Sep 22 '25	Sale	9.08	57	518	109,863	Sep 24 04:30 PM
Calkins Daniel	Chief Financial Officer	Sep 24 '25	Sale	9.23	25	231	109,838	Sep 24 04:30 PM
Stuglik Brian M	Director	Sep 16 '25	Sale	9.99	587	5,864	101,739	Sep 18 06:16 PM
Gagnon Robert E.	Director	Sep 16 '25	Sale	9.99	281	2,807	41,961	Sep 18 06:14 PM
Paterson Dan	President and CEO	Sep 16 '25	Sale	9.99	390	3,896	442,117	Sep 18 06:11 PM
Paterson Dan	Officer	Sep 17 '25	Proposed Sale	9.76	31,790	310,429		Sep 04 12:39 PM
Paterson Dan	President and CEO	Aug 06 '25	Sale	5.81	1,332	7,739	442,507	Aug 06 08:38 PM
Paterson Dan	President and CEO	Jun 20 '25	Sale	5.13	17,808	91,355	443,839	Jun 24 04:39 PM
Calkins Daniel	Chief Financial Officer	Jun 20 '25	Sale	5.13	4,110	21,084	109,945	Jun 24 04:37 PM
Calkins Daniel	Chief Financial Officer	Jun 23 '25	Sale	4.71	25	118	109,920	Jun 24 04:37 PM
Dan Paterson	Officer	Jun 20 '25	Proposed Sale	5.13	17,808	91,334		Jun 20 05:35 PM
Paterson Dan	President and CEO	Jun 16 '25	Sale	5.65	335	1,893	461,647	Jun 20 11:22 AM
Gagnon Robert E.	Director	Jun 16 '25	Sale	5.65	284	1,605	42,242	Jun 20 11:22 AM
Stuglik Brian M	Director	Jun 16 '25	Sale	5.65	594	3,356	102,326	Jun 20 11:21 AM
Calkins Daniel	Chief Financial Officer	May 20 '25	Sale	8.13	11,143	90,593	114,055	May 20 07:54 PM
Paterson Dan	President and CEO	May 20 '25	Sale	8.13	58,677	477,044	461,982	May 20 07:52 PM
Daniel Calkins	Officer	May 20 '25	Proposed Sale	8.10	11,143	90,293		May 20 07:49 PM
Dan Paterson	Officer, Director	May 20 '25	Proposed Sale	8.13	58,677	477,044		May 20 07:48 PM
Paterson Dan	President and CEO	May 05 '25	Sale	7.30	820	5,986	345,659	May 07 04:30 PM
Calkins Daniel	Chief Financial Officer	Mar 20 '25	Sale	6.89	65	448	86,374	Mar 24 04:39 PM
Calkins Daniel	Chief Financial Officer	Mar 24 '25	Sale	7.04	26	183	86,348	Mar 24 04:39 PM
Paterson Dan	President and CEO	Mar 17 '25	Sale	6.95	244	1,696	346,479	Mar 19 04:48 PM
Gagnon Robert E.	Director	Mar 17 '25	Sale	6.95	284	1,974	34,193	Mar 19 04:47 PM
Stuglik Brian M	Director	Mar 17 '25	Sale	6.95	593	4,121	94,587	Mar 19 04:46 PM

Held by: IWC

Index	-	P/E	-	EPS (ttm)	-1.09	Insider Own	46.84%	Shs Outstand	16.33M	Perf Week	-6.42%
Market Cap	83.42M	Forward P/E	-	EPS next Y	-	Insider Trans	-8.92%	Shs Float	8.70M	Perf Month	9.91%
Enterprise Value	54.45M	PEG	-	EPS next Q	-	Inst Own	28.57%	Short Float	0.06%	Perf Quarter	54.55%
Income	-16.31M	P/S	21.50	EPS this Y	-	Inst Trans	-5.18%	Short Ratio	0.13	Perf Half Y	28.74%
Sales	3.88M	P/B	2.86	EPS next Y	-	ROA	-55.21%	Short Interest	0.00M	Perf YTD	54.55%
Book/sh	1.78	P/C	2.80	EPS next 5Y	-	ROE	-65.21%	52W High	7.02 -27.35%	Perf Year	-10.84%
Cash/sh	1.82	P/FCF	-	EPS past 3/5Y	10.63% -0.22%	ROIC	-55.44%	52W Low	2.60 96.15%	Perf 3Y	2.00%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	117.17% 66.58%	Gross Margin	29.77%	Volatility	9.41% 9.04%	Perf 5Y	-37.04%
Dividend TTM	-	EV/Sales	14.03	EPS Y/Y TTM	-25.27%	Oper. Margin	-450.21%	ATR (14)	0.48	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	9.78	Sales Y/Y TTM	-15.76%	Profit Margin	-420.41%	RSI (14)	48.75	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	9.78	EPS Q/Q	-15.56%	SMA20	-7.75%	Beta	0.19	Target Price	10.00
Payout	-	Debt/Eq	0.03	Sales Q/Q	-88.47%	SMA50	17.94%	Rel Volume	0.61	Prev Close	5.29
Employees	61	LT Debt/Eq	0.01	Earnings	Aug 13 AMC	SMA200	17.36%	Avg Volume	38.74K	Price	5.10
IPO	Apr 28, 2020	Option/Short	No / Yes	EPS/Sales Surpr.	-91.67% 588.33%	Trades		Volume	23,519	Change	-3.59%

Jan-28-26 08:30AM	Odysight.ai Receives Two Pilot Orders from a Major Defense Customer (GlobeNewswire) +17.06%
Jan-20-26 07:15AM	Sidoti Events, LLC's January Micro-Cap Virtual Conference (ACCESSWIRE)
Jan-13-26 08:30AM	Odysight.ai to Present Virtually at the Sidoti Micro-Cap Conference on January 21, 2026 (GlobeNewswire)
Jan-05-26 09:03AM	Odysight.ai Inc. Announces Website Posting of CEO Letter to Shareholders (GlobeNewswire) -10.26%
Dec-15-25 08:30AM	ODYSIGHT.AI ANNOUNCES BREAKTHROUGH PERFORMANCE OF NEXT-GEN OPTICAL SENSORS IN AEROSPACE OEM TRIALS IN SOUTH-EAST ASIA (GlobeNewswire)
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Dec-04-25 09:00AM	ODYSIGHT.AI ANNOUNCES SUCCESSFUL PROOF-OF-CONCEPT IN THE GLOBAL MINE TRUCK SEGMENT CONDUCTED WITH A MAJOR INTERNATIONAL AUTOMOTIVE OEM (GlobeNewswire)
Nov-17-25 08:30AM	ODYSIGHT.AI APPOINTS EILAM SAGI AS CHIEF BUSINESS OFFICER (CBO) (GlobeNewswire) +5.29%
Nov-13-25 08:10AM	Odysight.ai Reports Financial Results for The Nine Months Ended September 30, 2025 and Provides Business Update (GlobeNewswire)
Nov-07-25 08:30AM	ODYSIGHT.AI ANNOUNCES COMMERCIAL PURCHASE ORDER FOR 200 INDUSTRIAL PREDICTIVE MONITORING SYSTEMS FOR ELEVATORS (GlobeNewswire) +6.62%
Nov-06-25 08:30AM	ODYSIGHT.AI to Participate in Upcoming Investor Conferences (GlobeNewswire)
Oct-20-25 08:30AM	ODYSIGHT.AI REPORTS SUCCESSFUL TECHNOLOGY DEMONSTRATION ON AW139 LEONARDO HELICOPTER OPERATED BY ITALIAN AIR FORCE FLIGHT TEST UNIT (GlobeNewswire)
Oct-15-25 08:30AM	ODYSIGHT.AI to Present at the LD Micro Main Event XIX on Monday, October 20, 2025 (GlobeNewswire)
Aug-27-25 08:30AM	ODYSIGHT.AI TO PARTICIPATE IN THE H.C. WAINWRIGHT 27TH ANNUAL GLOBAL INVESTMENT CONFERENCE (GlobeNewswire)
Aug-13-25 04:10PM	Odysight.ai Reports Financial Results for The First Half of 2025 and Provides Business Update (GlobeNewswire)
Jul-24-25 08:30AM	ODYSIGHT.AI DELIVERS ADVANCED VISION-BASED MONITORING SYSTEM FOR HERON TP UAV IN STRATEGIC PROGRAM WITH ISRAELI MOD AND AIR FORCE (GlobeNewswire)
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Jul-22-25 08:30AM	ODYSIGHT.AI AND A MULTINATIONAL TECHNOLOGY GROUP SIGN STRATEGIC COLLABORATION AGREEMENT AIMED TO DEPLOY PREDICTIVE MAINTENANCE CAPABILITIES ACROSS MULTIPLE PLATFORMS (GlobeNewswire)
Jul-01-25 08:30AM	Odysight.AI (Nasdaq: ODYS) Added to the Russell Microcap Index (GlobeNewswire)
Jun-16-25 08:30AM	ODYSIGHT.AI is strengthening its European Presence to Accelerate Industry 4.0: received Initial Order from Leading EU Player for AI-Driven industrial predictive health monitoring solutions" (GlobeNewswire)
Jun-12-25 08:30AM	Odysight.ai to Participate in the 15th Annual ROTH London Conference on June 25 and 26 (GlobeNewswire)
May-15-25 08:05AM	Odysight.ai Reports Financial Results for The First Quarter of 2025 and Provides Business Update (GlobeNewswire) -8.04%
Apr-02-25 08:00AM	Odysight.ai to participate at MRO Americas 2025 - International trade fair in the Aerospace Industry (GlobeNewswire)
Mar-26-25 07:05AM	Odysight.ai Reports Full Year 2024 Financial Results and Provides Business Update (GlobeNewswire)
Mar-03-25 08:25AM	Odysight.ai to Participate at the 37th Annual ROTH Conference on March 17-18, 2025 (GlobeNewswire)
Feb-10-25 08:00PM	Odysight.ai Announces the Pricing of $21.5 Million Public Offering and Uplisting to the Nasdaq Capital Market (GlobeNewswire) -5.26% -27.78%
Jan-08-25 12:42PM	ODYSIGHT.AI AND ISRAEL RAILWAYS PARTNER TO DEVELOP ADVANCED AI-POWERED VISUALIZATION SYSTEM TO PREVENT DERAILMENTS AND ENHANCE RAILWAY SAFETY (GlobeNewswire) -10.43%
Nov-14-24 08:30AM	Odysight.ai Reports Financial Results for the Nine Months Ended September 30, 2024 and Provides Business Update (GlobeNewswire)

Odysight.ai, Inc. engages in the development and manufacture of customized visual solutions for organizations across a variety of industries in the form of micro cameras and supplementary technologies. Its devices can used across the medical, aerospace, industrial, research, and defense industries. The company was founded on March 22, 2013 and is headquartered in Omer, Israel.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Y.D. More Investments Ltd	10% Owner	Jan 06 '26	Sale	3.33	323,443	1,077,065	0	Jan 08 07:22 AM
Y.D. More Investments Ltd	10% Owner	Jan 05 '26	Sale	3.26	650	2,119	543,932	Jan 08 07:22 AM
Y.D. More Investments Ltd	10% Owner	Dec 29 '25	Sale	3.25	8,980	29,185	544,582	Dec 31 06:53 AM
Y.D. More Investments Ltd	10% Owner	Dec 23 '25	Sale	3.44	3,350	11,524	553,562	Dec 29 06:03 AM
Y.D. More Investments Ltd	10% Owner	Dec 15 '25	Sale	3.05	1,000	3,050	556,912	Dec 17 06:02 AM
Y.D. More Investments Ltd	10% Owner	Dec 11 '25	Sale	3.40	300,500	1,021,650	323,443	Dec 15 06:01 AM
Y.D. More Investments Ltd	10% Owner	Dec 03 '25	Sale	3.34	1,140	3,808	558,412	Dec 04 06:39 AM
Y.D. More Investments Ltd	10% Owner	Dec 01 '25	Sale	3.45	5,000	17,250	559,552	Dec 03 06:03 AM
Y.D. More Investments Ltd	10% Owner	Nov 10 '25	Sale	3.35	77,385	259,240	623,443	Nov 12 06:05 AM
Y.D. More Investments Ltd	10% Owner	Nov 05 '25	Sale	2.81	3,550	9,976	564,552	Nov 06 06:13 AM
Y.D. More Investments Ltd	10% Owner	Oct 22 '25	Sale	3.38	2,800	9,464	568,102	Oct 23 07:13 AM
Y.D. More Investments Ltd	10% Owner	Oct 20 '25	Sale	3.55	14,312	50,808	700,828	Oct 22 06:03 AM
Y.D. More Investments Ltd	10% Owner	Oct 16 '25	Sale	3.53	6,000	21,180	570,902	Oct 20 06:21 AM
Y.D. More Investments Ltd	10% Owner	Oct 15 '25	Sale	3.44	900	3,096	576,902	Oct 16 06:03 AM
Y.D. More Investments Ltd	10% Owner	Oct 09 '25	Sale	4.29	1,000	4,290	577,802	Oct 15 06:02 AM
Y.D. More Investments Ltd	10% Owner	Oct 08 '25	Sale	4.31	650	2,801	578,802	Oct 09 07:07 AM
Y.D. More Investments Ltd	10% Owner	Jul 22 '25	Sale	4.80	500	2,400	580,102	Jul 28 06:57 AM
Y.D. More Investments Ltd	10% Owner	Jun 12 '25	Sale	5.06	1,450	7,337	580,602	Jun 16 06:07 AM
Y.D. More Investments Ltd	10% Owner	May 20 '25	Sale	5.29	8,600	45,494	715,140	May 21 06:08 AM
Y.D. More Investments Ltd	10% Owner	Apr 09 '25	Sale	5.87	650	3,816	581,402	Apr 10 06:00 AM
Y.D. More Investments Ltd	10% Owner	Apr 08 '25	Sale	5.90	2,280	13,452	582,052	Apr 09 06:00 AM
Y.D. More Investments Ltd	10% Owner	Mar 12 '25	Sale	6.46	2,400	15,504	584,332	Mar 13 09:18 AM
Y.D. More Investments Ltd	10% Owner	Feb 20 '25	Sale	6.31	1,200	7,572	586,732	Feb 24 07:05 AM

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