Index RUT P/E - EPS (ttm) -1.15 Insider Own 11.58% Shs Outstand 41.19M Perf Week -0.59%
Market Cap 280.02M Forward P/E 67.20 EPS next Y 0.10 Insider Trans -7.70% Shs Float 36.85M Perf Month -2.47%
Income -51.79M PEG - EPS next Q -0.01 Inst Own 73.34% Short Float 1.95% Perf Quarter -11.70%
Sales 163.71M P/S 1.71 EPS this Y -49.06% Inst Trans 2.47% Short Ratio 3.18 Perf Half Y 8.04%
Book/sh 4.38 P/B 1.54 EPS next Y 118.10% ROA -14.67% Short Interest 0.72M Perf Year -12.42%
Cash/sh 4.77 P/C 1.41 EPS next 5Y - ROE -21.22% 52W Range 5.73 - 9.09 Perf YTD -14.72%
Dividend Est. - P/FCF - EPS past 5Y -20.13% ROI -28.34% 52W High -26.03% Beta 0.48
Dividend TTM - Quick Ratio 2.51 Sales past 5Y 18.64% Gross Margin 72.81% 52W Low 17.28% ATR (14) 0.21
Dividend Ex-Date May 19, 2023 Current Ratio 2.51 EPS Y/Y TTM 5.92% Oper. Margin -33.07% RSI (14) 44.52 Volatility 2.50% 2.66%
Employees 462 Debt/Eq 0.03 Sales Y/Y TTM -14.23% Profit Margin -31.63% Recom 3.00 Target Price 8.67
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 6.17% Payout - Rel Volume 0.47 Prev Close 6.58
Sales Surprise 5.60% EPS Surprise 300.00% Sales Q/Q -15.53% Earnings May 07 AMC Avg Volume 225.47K Price 6.72
SMA20 -3.08% SMA50 -5.04% SMA200 -6.07% Trades
Volume 107,775 Change 2.13%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-13-22 Initiated KeyBanc Capital Markets
Sector Weight
May-11-22 Downgrade Needham
Buy → Hold
Mar-01-22 Downgrade William Blair
Outperform → Mkt Perform
Mar-01-22 Downgrade Robert W. Baird
Outperform → Neutral
$18
Mar-01-22 Downgrade Piper Sandler
Overweight → Neutral
$17
Aug-11-21 Downgrade JP Morgan
Overweight → Neutral
$32
Aug-11-21 Downgrade Canaccord Genuity
Buy → Hold
Mar-01-21 Initiated William Blair
Outperform
Mar-01-21 Initiated Robert W. Baird
Outperform
$70
Mar-01-21 Initiated Piper Sandler
Overweight
$70
Mar-01-21 Initiated Needham
Buy
$70
Mar-01-21 Initiated KeyBanc Capital Markets
Overweight
$70
Mar-01-21 Initiated JP Morgan
Overweight
$85
Mar-01-21 Initiated Goldman
Buy
$88
Mar-01-21 Initiated Canaccord Genuity
Buy
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ON24, Inc. operates as cloud-based platform, which engages in digital engagement that delivers insights for revenue growth through interactive webinar experiences, virtual event experiences, and multimedia content experiences. It operates through the Subscription and Other Platform and Professional Services segments. The company was founded by Sharat Sharan and William Ryan Bales on January 8, 1998 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Sharan Sharat President and Chief Executive Apr 01 '24 Sale 7.18 17,686 126,901 2,640,204 Apr 03 04:06 PM Vattuone Steven Chief Financial Officer Mar 13 '24 Sale 6.62 9,314 61,680 364,189 Mar 13 06:35 PM Vattuone Steven Chief Financial Officer Mar 12 '24 Sale 6.62 12,031 79,663 373,503 Mar 13 06:35 PM Vattuone Steven Chief Financial Officer Mar 11 '24 Sale 6.68 5,115 34,172 385,534 Mar 13 06:35 PM Vattuone Steven Chief Financial Officer Mar 01 '24 Sale 6.88 5,749 39,564 390,649 Mar 05 04:29 PM Blackie James Chief Revenue Officer Mar 01 '24 Sale 6.88 5,601 38,546 280,719 Mar 05 04:29 PM Sahasi Jayesh EV President, Product and CTO Mar 01 '24 Sale 6.88 5,601 38,546 582,140 Mar 05 04:29 PM Sahasi Jayesh EV President, Product and CTO Feb 26 '24 Sale 7.11 20,151 143,326 587,741 Feb 28 04:27 PM Blackie James Chief Revenue Officer Feb 20 '24 Sale 8.15 17,899 145,789 286,320 Feb 22 05:32 PM Vattuone Steven Chief Financial Officer Feb 20 '24 Sale 8.15 10,376 84,514 396,398 Feb 22 05:33 PM Trempont Dominique Director Feb 15 '24 Sale 8.12 4,250 34,526 287,185 Feb 20 04:35 PM Sharan Sharat President and Chief Executive Feb 13 '24 Option Exercise 1.68 110,532 185,694 2,657,890 Feb 15 04:18 PM Vattuone Steven Chief Financial Officer Feb 09 '24 Option Exercise 2.00 5,924 11,848 412,698 Feb 12 04:24 PM Vattuone Steven Chief Financial Officer Feb 09 '24 Sale 8.00 5,924 47,405 406,774 Feb 12 04:24 PM Vattuone Steven Chief Financial Officer Feb 08 '24 Option Exercise 2.00 400 800 407,174 Feb 12 04:24 PM Vattuone Steven Chief Financial Officer Feb 08 '24 Sale 8.00 400 3,200 406,774 Feb 12 04:24 PM Sharan Sharat President and Chief Executive Feb 06 '24 Option Exercise 1.68 18,422 30,949 2,565,780 Feb 07 04:12 PM Sharan Sharat President and Chief Executive Feb 06 '24 Sale 7.74 18,422 142,500 2,547,358 Feb 07 04:12 PM Sharan Sharat President and Chief Executive Feb 05 '24 Option Exercise 1.68 18,422 30,949 2,565,780 Feb 07 04:12 PM Sharan Sharat President and Chief Executive Feb 05 '24 Sale 7.61 18,422 140,103 2,547,358 Feb 07 04:12 PM Sharan Sharat President and Chief Executive Jan 31 '24 Sale 7.56 13,537 102,302 2,547,358 Jan 31 06:12 PM Vattuone Steven Chief Financial Officer Jan 31 '24 Sale 7.56 1,818 13,739 406,774 Jan 31 06:12 PM Blackie James Chief Revenue Officer Jan 31 '24 Sale 7.56 1,771 13,384 304,219 Jan 31 05:45 PM Sharan Sharat President and Chief Executive Jan 30 '24 Sale 7.80 16,440 128,234 2,560,895 Jan 31 06:12 PM Vattuone Steven Chief Financial Officer Jan 30 '24 Sale 7.79 7,430 57,863 408,592 Jan 31 06:12 PM Blackie James Chief Revenue Officer Jan 30 '24 Sale 7.80 2,151 16,778 305,990 Jan 31 05:45 PM Trempont Dominique Director Jan 23 '24 Sale 7.50 4,250 31,891 291,435 Jan 25 04:05 PM Sharan Sharat President and Chief Executive Jan 09 '24 Option Exercise 1.17 18,422 21,603 2,519,781 Jan 10 06:01 PM Sharan Sharat President and Chief Executive Jan 09 '24 Sale 6.97 18,422 128,409 2,501,359 Jan 10 06:01 PM Sharan Sharat President and Chief Executive Jan 08 '24 Option Exercise 0.86 18,422 15,843 2,519,781 Jan 10 06:01 PM Sharan Sharat President and Chief Executive Jan 08 '24 Sale 7.01 18,422 129,223 2,501,359 Jan 10 06:01 PM Sharan Sharat President and Chief Executive Jan 02 '24 Sale 7.51 17,933 134,711 2,501,359 Jan 04 04:06 PM Sahasi Jayesh EV President, Product and CTO Dec 22 '23 Sale 8.00 20,000 160,084 598,940 Dec 27 04:19 PM Trempont Dominique Director Dec 15 '23 Sale 7.57 4,250 32,186 295,685 Dec 19 04:50 PM Vattuone Steven Chief Financial Officer Dec 14 '23 Option Exercise 1.61 28,074 45,322 422,506 Dec 18 04:34 PM Vattuone Steven Chief Financial Officer Dec 14 '23 Sale 7.76 42,879 332,691 406,835 Dec 18 04:34 PM Sharan Sharat President and Chief Executive Dec 06 '23 Option Exercise 0.86 18,423 15,844 2,537,715 Dec 07 04:05 PM Sharan Sharat President and Chief Executive Dec 06 '23 Sale 7.51 18,423 138,290 2,519,292 Dec 07 04:05 PM Sharan Sharat President and Chief Executive Dec 05 '23 Option Exercise 0.86 18,423 15,844 2,537,715 Dec 07 04:05 PM Sharan Sharat President and Chief Executive Dec 05 '23 Sale 7.73 18,423 142,355 2,519,292 Dec 07 04:05 PM Vattuone Steven Chief Financial Officer Dec 01 '23 Sale 7.61 5,513 41,966 421,640 Dec 05 05:19 PM Blackie James Chief Revenue Officer Dec 01 '23 Sale 7.61 5,372 40,892 299,189 Dec 05 05:19 PM Sahasi Jayesh EV President, Product and CTO Dec 01 '23 Sale 7.62 5,337 40,672 618,940 Dec 05 05:19 PM Trempont Dominique Director Nov 28 '23 Sale 7.50 17,000 127,529 299,935 Nov 29 04:14 PM Blackie James Chief Revenue Officer Nov 20 '23 Sale 6.91 3,136 21,654 304,561 Nov 22 04:20 PM Vattuone Steven Chief Financial Officer Nov 20 '23 Sale 6.91 2,957 20,418 427,153 Nov 22 04:19 PM Vattuone Steven Chief Financial Officer Oct 05 '23 Option Exercise 1.41 25,250 35,625 430,110 Oct 10 04:17 PM Sharan Sharat President and Chief Executive Oct 02 '23 Sale 6.36 11,963 76,110 2,519,292 Oct 04 04:15 PM Vattuone Steven Chief Financial Officer Sep 21 '23 Option Exercise 2.02 24,750 49,975 404,860 Sep 22 04:12 PM Blackie James Chief Revenue Officer Sep 06 '23 Sale 6.79 22,500 152,806 307,697 Sep 06 05:59 PM Blackie James Chief Revenue Officer Sep 05 '23 Sale 6.82 22,500 153,526 330,197 Sep 06 05:59 PM Vattuone Steven Chief Financial Officer Sep 01 '23 Sale 6.83 5,484 37,436 380,110 Sep 06 04:29 PM Sahasi Jayesh EV President, Product and CTO Sep 01 '23 Sale 6.84 5,301 36,250 623,077 Sep 06 04:29 PM Blackie James Chief Revenue Officer Sep 01 '23 Sale 6.84 5,301 36,250 352,697 Sep 06 05:59 PM Sharan Sharat President and Chief Executive Aug 23 '23 Option Exercise 0.92 18,333 16,818 2,549,588 Aug 24 05:06 PM Sharan Sharat President and Chief Executive Aug 23 '23 Sale 6.75 18,333 123,663 2,531,255 Aug 24 05:06 PM Sharan Sharat President and Chief Executive Aug 22 '23 Option Exercise 0.87 18,535 16,106 2,549,588 Aug 24 05:06 PM Sharan Sharat President and Chief Executive Aug 22 '23 Sale 6.69 18,333 122,613 2,531,255 Aug 24 05:06 PM Blackie James Chief Revenue Officer Aug 21 '23 Sale 6.77 17,283 117,080 357,998 Aug 23 05:11 PM Vattuone Steven Chief Financial Officer Aug 21 '23 Sale 6.80 10,021 68,143 385,594 Aug 23 05:11 PM Vattuone Steven Chief Financial Officer Aug 01 '23 Option Exercise 1.74 39,223 68,380 434,838 Aug 02 04:18 PM Vattuone Steven Chief Financial Officer Aug 01 '23 Sale 8.96 39,223 351,485 395,615 Aug 02 04:18 PM Vattuone Steven Chief Financial Officer Jul 31 '23 Option Exercise 1.23 6,722 8,268 402,337 Aug 02 04:18 PM Vattuone Steven Chief Financial Officer Jul 31 '23 Sale 8.92 6,722 59,960 395,615 Aug 02 04:18 PM Sharan Sharat President and Chief Executive Jul 18 '23 Option Exercise 0.86 18,333 15,766 2,549,386 Jul 19 04:34 PM Sharan Sharat President and Chief Executive Jul 18 '23 Sale 8.61 18,333 157,772 2,531,053 Jul 19 04:34 PM Sharan Sharat President and Chief Executive Jul 17 '23 Option Exercise 0.86 18,333 15,766 2,549,386 Jul 19 04:34 PM Sharan Sharat President and Chief Executive Jul 17 '23 Sale 8.75 18,333 160,408 2,531,053 Jul 19 04:34 PM Vattuone Steven Chief Financial Officer Jul 14 '23 Option Exercise 1.23 200 246 395,815 Jul 17 06:21 PM Vattuone Steven Chief Financial Officer Jul 14 '23 Sale 8.91 200 1,782 395,615 Jul 17 06:21 PM Vattuone Steven Chief Financial Officer Jul 13 '23 Option Exercise 1.23 2,000 2,460 397,615 Jul 17 06:21 PM Vattuone Steven Chief Financial Officer Jul 13 '23 Sale 8.91 2,000 17,826 395,615 Jul 17 06:21 PM Sharan Sharat President and Chief Executive Jun 30 '23 Sale 8.18 12,189 99,671 2,531,053 Jul 05 05:04 PM Sharan Sharat President and Chief Executive Jun 15 '23 Option Exercise 0.86 18,334 15,767 2,561,576 Jun 16 05:54 PM Sharan Sharat President and Chief Executive Jun 15 '23 Sale 8.47 18,334 155,223 2,543,242 Jun 16 05:54 PM Sharan Sharat President and Chief Executive Jun 14 '23 Option Exercise 0.86 18,334 15,767 2,561,576 Jun 16 05:54 PM Sharan Sharat President and Chief Executive Jun 14 '23 Sale 8.51 18,334 156,017 2,543,242 Jun 16 05:54 PM Blackie James Chief Revenue Officer Jun 14 '23 Sale 8.50 10,000 84,982 375,281 Jun 16 05:55 PM Vattuone Steven Chief Financial Officer Jun 02 '23 Sale 7.91 14,249 112,769 395,615 Jun 05 04:33 PM Vattuone Steven Chief Financial Officer Jun 01 '23 Sale 7.84 9,025 70,791 409,864 Jun 05 04:33 PM Blackie James Chief Revenue Officer Jun 01 '23 Sale 7.83 8,711 68,178 385,281 Jun 05 04:33 PM Vattuone Steven Chief Financial Officer May 31 '23 Option Exercise 2.00 23,162 46,324 450,930 Jun 01 07:52 PM Vattuone Steven Chief Financial Officer May 31 '23 Sale 7.94 32,041 254,345 418,889 Jun 01 07:52 PM Vattuone Steven Chief Financial Officer May 30 '23 Sale 7.92 1,001 7,924 427,768 Jun 01 07:52 PM Trempont Dominique Director May 15 '23 Sale 7.79 25,000 194,670 291,488 May 16 05:19 PM Sharan Sharat President and Chief Executive May 11 '23 Sale 7.86 10,893 85,597 2,493,589 May 12 05:47 PM Vattuone Steven Chief Financial Officer May 10 '23 Sale 9.08 14,081 127,908 386,361 May 12 04:24 PM
Index - P/E - EPS (ttm) -1.65 Insider Own 36.15% Shs Outstand 39.15M Perf Week 2.31%
Market Cap 383.98M Forward P/E - EPS next Y -0.29 Insider Trans -2.54% Shs Float 26.31M Perf Month -10.21%
Income -58.86M PEG - EPS next Q -0.15 Inst Own 26.15% Short Float 4.72% Perf Quarter 21.20%
Sales 102.02M P/S 3.76 EPS this Y 45.15% Inst Trans 7.74% Short Ratio 2.91 Perf Half Y 87.53%
Book/sh 1.15 P/B 8.12 EPS next Y 38.72% ROA -41.43% Short Interest 1.24M Perf Year 111.82%
Cash/sh 0.71 P/C 13.11 EPS next 5Y - ROE -103.55% 52W Range 3.50 - 12.65 Perf YTD 22.79%
Dividend Est. - P/FCF - EPS past 5Y -166.45% ROI -83.46% 52W High -26.32% Beta 1.21
Dividend TTM - Quick Ratio 0.67 Sales past 5Y 25.86% Gross Margin 48.97% 52W Low 166.29% ATR (14) 0.45
Dividend Ex-Date - Current Ratio 0.67 EPS Y/Y TTM -0.98% Oper. Margin -54.79% RSI (14) 41.71 Volatility 3.71% 4.21%
Employees 381 Debt/Eq 1.04 Sales Y/Y TTM 19.80% Profit Margin -57.70% Recom 1.14 Target Price 13.77
Option/Short Yes / Yes LT Debt/Eq 0.57 EPS Q/Q 33.96% Payout - Rel Volume 0.48 Prev Close 9.27
Sales Surprise 1.88% EPS Surprise 16.67% Sales Q/Q 25.35% Earnings May 08 AMC Avg Volume 426.78K Price 9.32
SMA20 -4.24% SMA50 -8.26% SMA200 29.16% Trades
Volume 202,489 Change 0.54%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-06-21 Initiated William Blair
Outperform
Dec-06-21 Initiated Raymond James
Outperform
$26
Dec-06-21 Initiated Oppenheimer
Outperform
Dec-06-21 Initiated Lake Street
Buy
$28
Dec-06-21 Initiated JMP Securities
Mkt Outperform
$30
Dec-06-21 Initiated B. Riley Securities
Buy
$29
Apr-17-24 04:31PM
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Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm, through its storage cloud platform, provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng and Brian Wilson in 2007 and is headquartered in San Mateo, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Cessna Tina Senior VP, Engineering Mar 27 '24 Option Exercise 3.73 2,610 9,735 123,693 Mar 27 07:33 PM Cessna Tina Senior VP, Engineering Mar 27 '24 Sale 10.00 2,610 26,100 121,083 Mar 27 07:33 PM Cessna Tina Senior VP, Engineering Mar 26 '24 Option Exercise 3.73 20,000 74,600 141,083 Mar 27 07:33 PM Cessna Tina Senior VP, Engineering Mar 26 '24 Sale 9.95 20,000 199,000 121,083 Mar 27 07:33 PM Cessna Tina Senior VP, Engineering Mar 25 '24 Option Exercise 2.83 20,000 56,680 141,083 Mar 27 07:33 PM Cessna Tina Senior VP, Engineering Mar 25 '24 Sale 10.03 20,000 200,600 121,083 Mar 27 07:33 PM Cessna Tina Senior VP, Engineering Feb 27 '24 Option Exercise 2.58 17,560 45,272 130,643 Feb 27 05:51 PM Cessna Tina Senior VP, Engineering Feb 27 '24 Sale 10.09 17,560 177,192 121,083 Feb 27 05:51 PM Cessna Tina Senior VP, Engineering Feb 26 '24 Option Exercise 2.54 20,000 50,800 141,083 Feb 27 05:51 PM Cessna Tina Senior VP, Engineering Feb 26 '24 Sale 9.84 20,000 196,800 121,083 Feb 27 05:51 PM Patchel Francis P Chief Financial Officer Feb 26 '24 Sale 9.84 3,434 33,791 178,575 Feb 26 08:36 PM Cessna Tina Senior VP, Engineering Feb 26 '24 Sale 9.84 2,129 20,949 121,083 Feb 26 08:37 PM Cessna Tina Senior VP, Engineering Feb 23 '24 Option Exercise 2.54 20,000 50,800 141,083 Feb 27 05:51 PM Budman Gleb CEO and Chairperson Feb 23 '24 Sale 9.90 50,000 495,000 1,648,715 Feb 23 06:48 PM Cessna Tina Senior VP, Engineering Feb 23 '24 Sale 9.90 20,000 198,000 121,083 Feb 27 05:51 PM Patchel Francis P Chief Financial Officer Feb 23 '24 Sale 9.91 2,156 21,366 182,009 Feb 26 08:36 PM Cessna Tina Senior VP, Engineering Feb 23 '24 Sale 9.91 1,337 13,250 123,212 Feb 26 08:37 PM Budman Gleb CEO and Chairperson Feb 22 '24 Sale 10.66 50,000 532,777 1,698,715 Feb 23 06:48 PM Patchel Francis P Chief Financial Officer Feb 22 '24 Sale 10.85 2,396 26,008 184,165 Feb 26 08:36 PM Cessna Tina Senior VP, Engineering Feb 22 '24 Sale 10.85 1,485 16,119 124,549 Feb 26 08:37 PM Budman Gleb CEO and Chairperson Feb 21 '24 Sale 11.42 50,000 571,000 1,748,715 Feb 23 06:48 PM Budman Gleb CEO and Chairperson Feb 21 '24 Sale 11.47 1,984 22,756 1,798,715 Feb 21 08:06 PM Patchel Francis P Chief Financial Officer Feb 21 '24 Sale 11.47 1,758 20,164 186,561 Feb 21 08:00 PM Cessna Tina Senior VP, Engineering Feb 21 '24 Sale 11.47 890 10,208 126,034 Feb 21 08:04 PM Budman Gleb CEO and Chairperson Feb 20 '24 Sale 11.50 851 9,786 1,800,699 Feb 21 08:06 PM Patchel Francis P Chief Financial Officer Feb 20 '24 Sale 11.50 753 8,660 188,319 Feb 21 08:00 PM Cessna Tina Senior VP, Engineering Feb 20 '24 Sale 11.50 381 4,382 126,924 Feb 21 08:04 PM Cessna Tina Senior VP, Engineering Jan 09 '24 Option Exercise 2.54 17,279 43,889 139,529 Jan 09 07:21 PM Cessna Tina Senior VP, Engineering Jan 09 '24 Sale 7.27 17,279 125,618 122,250 Jan 09 07:21 PM Cessna Tina Senior VP, Engineering Jan 08 '24 Option Exercise 2.54 20,000 50,800 142,250 Jan 09 07:21 PM Cessna Tina Senior VP, Engineering Jan 08 '24 Sale 7.05 20,000 141,000 122,250 Jan 09 07:21 PM Cessna Tina Senior VP, Engineering Jan 05 '24 Option Exercise 2.54 20,000 50,800 142,250 Jan 09 07:21 PM Cessna Tina Senior VP, Engineering Jan 05 '24 Sale 7.03 20,000 140,600 122,250 Jan 09 07:21 PM Cessna Tina Senior VP, Engineering Dec 05 '23 Sale 7.18 9,685 69,538 122,250 Dec 05 05:38 PM Cessna Tina Senior VP, Engineering Dec 04 '23 Sale 7.39 20,000 147,800 131,935 Dec 05 05:38 PM Cessna Tina Senior VP, Engineering Dec 01 '23 Sale 7.43 20,000 148,600 151,935 Dec 05 05:38 PM Patchel Francis P Chief Financial Officer Nov 24 '23 Sale 6.40 2,553 16,339 183,136 Nov 24 06:51 PM Cessna Tina Senior VP, Engineering Nov 24 '23 Sale 6.40 1,673 10,707 171,935 Nov 24 06:50 PM Patchel Francis P Chief Financial Officer Nov 22 '23 Sale 6.40 2,030 12,992 185,689 Nov 24 06:51 PM Cessna Tina Senior VP, Engineering Nov 22 '23 Sale 6.40 1,330 8,512 173,608 Nov 24 06:50 PM Patchel Francis P Chief Financial Officer Nov 21 '23 Sale 6.48 1,964 12,727 187,719 Nov 24 06:51 PM Cessna Tina Senior VP, Engineering Nov 21 '23 Sale 6.48 1,287 8,340 174,938 Nov 24 06:50 PM TMT INVESTMENTS PLC 10% Owner Sep 01 '23 Sale 6.28 47,758 299,839 3,594,030 Sep 06 05:24 PM TMT INVESTMENTS PLC 10% Owner Aug 31 '23 Sale 5.98 1,300 7,774 3,641,788 Sep 01 06:10 PM TMT INVESTMENTS PLC 10% Owner Aug 30 '23 Sale 5.94 10,588 62,912 3,643,088 Aug 31 03:06 PM TMT INVESTMENTS PLC 10% Owner Aug 29 '23 Sale 5.43 80,000 434,792 3,653,676 Aug 31 03:06 PM TMT INVESTMENTS PLC 10% Owner Aug 24 '23 Sale 5.35 5,012 26,831 3,733,676 Aug 29 06:24 PM Patchel Francis P Chief Financial Officer Aug 23 '23 Sale 4.32 2,505 10,822 188,297 Aug 23 08:33 PM Cessna Tina Senior VP, Engineering Aug 23 '23 Sale 4.32 1,641 7,089 176,225 Aug 23 08:32 PM Patchel Francis P Chief Financial Officer Aug 22 '23 Sale 4.40 1,911 8,408 190,802 Aug 23 08:33 PM Cessna Tina Senior VP, Engineering Aug 22 '23 Sale 4.40 1,253 5,513 177,866 Aug 23 08:32 PM Patchel Francis P Chief Financial Officer Aug 21 '23 Sale 4.37 2,175 9,505 192,713 Aug 23 08:33 PM Cessna Tina Senior VP, Engineering Aug 21 '23 Sale 4.37 1,425 6,227 179,119 Aug 23 08:32 PM Budman Gleb CEO and Chairperson Jul 14 '23 Sale 5.45 14,000 76,300 2,295,638 Jul 14 05:51 PM Budman Gleb CEO and Chairperson Jul 13 '23 Sale 5.53 14,000 77,420 2,309,638 Jul 14 05:51 PM Budman Gleb CEO and Chairperson Jul 12 '23 Sale 5.20 14,000 72,800 2,323,638 Jul 14 05:51 PM Budman Gleb CEO and Chairperson Jun 22 '23 Sale 4.16 14,000 58,240 87,128 Jun 22 05:03 PM Budman Gleb CEO and Chairperson Jun 21 '23 Sale 4.23 14,000 59,220 101,128 Jun 22 05:03 PM Budman Gleb CEO and Chairperson Jun 20 '23 Sale 4.49 14,000 62,860 115,128 Jun 22 05:03 PM Nufire Timothy M Director Jun 05 '23 Sale 4.27 2,000 8,540 1,026,000 Jun 06 07:18 PM Nufire Timothy M Director Jun 02 '23 Sale 4.28 2,000 8,560 1,028,000 Jun 06 07:18 PM Patchel Francis P Chief Financial Officer Jun 01 '23 Sale 4.26 3,000 12,780 102,988 Jun 02 06:15 PM Nufire Timothy M Director Jun 01 '23 Sale 4.25 2,000 8,500 1,030,000 Jun 01 07:48 PM Budman Gleb CEO and Chairperson May 31 '23 Sale 4.08 13,000 53,040 129,128 Jun 01 07:47 PM Nufire Timothy M Director May 31 '23 Sale 4.08 2,000 8,160 1,032,000 Jun 01 07:48 PM Budman Gleb CEO and Chairperson May 30 '23 Sale 4.21 13,000 54,730 142,128 Jun 01 07:47 PM Nufire Timothy M Director May 30 '23 Sale 4.22 2,000 8,440 1,034,000 Jun 01 07:48 PM Nufire Timothy M Director May 26 '23 Sale 4.22 2,000 8,440 1,036,000 May 26 06:28 PM Nufire Timothy M Director May 25 '23 Sale 4.14 2,000 8,280 1,038,000 May 26 06:28 PM Nufire Timothy M Director May 24 '23 Sale 4.21 2,000 8,420 1,040,000 May 26 06:28 PM Patchel Francis P Chief Financial Officer May 24 '23 Sale 4.20 924 3,881 102,988 May 25 07:26 PM Cessna Tina Senior VP, Engineering May 24 '23 Sale 4.20 651 2,734 98,844 May 25 07:25 PM Nufire Timothy M Director May 23 '23 Sale 4.23 2,000 8,460 1,042,000 May 23 06:16 PM Patchel Francis P Chief Financial Officer May 23 '23 Sale 4.21 705 2,968 103,912 May 25 07:26 PM Cessna Tina Senior VP, Engineering May 23 '23 Sale 4.21 497 2,092 99,495 May 25 07:25 PM Nufire Timothy M Director May 22 '23 Sale 4.18 2,000 8,360 1,044,000 May 23 06:16 PM Patchel Francis P Chief Financial Officer May 22 '23 Sale 4.17 803 3,349 104,617 May 25 07:26 PM Cessna Tina Senior VP, Engineering May 22 '23 Sale 4.17 565 2,356 99,992 May 25 07:25 PM Nufire Timothy M Director May 19 '23 Sale 4.17 2,000 8,340 1,046,000 May 23 06:16 PM Nufire Timothy M Director May 18 '23 Sale 4.27 2,000 8,540 1,048,000 May 18 05:50 PM Nufire Timothy M Director May 17 '23 Sale 4.42 2,000 8,840 1,050,000 May 18 05:50 PM Nufire Timothy M Director May 16 '23 Sale 4.28 2,000 8,560 1,052,000 May 18 05:50 PM Nufire Timothy M Director May 15 '23 Sale 4.29 2,000 8,580 1,054,000 May 15 05:41 PM Nufire Timothy M Director May 12 '23 Sale 4.26 2,000 8,520 1,056,000 May 15 05:41 PM Nufire Timothy M Director May 11 '23 Sale 4.22 2,000 8,440 1,058,000 May 15 05:41 PM Budman Gleb CEO and Chairperson May 10 '23 Sale 4.26 2,000 8,520 63,128 May 10 07:06 PM Nufire Timothy M Director May 10 '23 Sale 4.26 2,000 8,520 1,060,000 May 10 07:06 PM Nufire Timothy M Director May 09 '23 Sale 4.10 2,000 8,200 1,062,000 May 10 07:06 PM Budman Gleb CEO and Chairperson May 09 '23 Sale 4.09 2,000 8,180 65,128 May 10 07:06 PM Budman Gleb CEO and Chairperson May 08 '23 Sale 4.12 2,000 8,240 67,128 May 10 07:06 PM Nufire Timothy M Director May 08 '23 Sale 4.12 2,000 8,240 1,064,000 May 10 07:06 PM Budman Gleb CEO and Chairperson May 05 '23 Sale 4.12 2,000 8,240 69,128 May 05 05:33 PM Nufire Timothy M Director May 05 '23 Sale 4.10 2,000 8,200 1,066,000 May 05 05:34 PM Budman Gleb CEO and Chairperson May 04 '23 Sale 4.01 2,000 8,020 71,128 May 05 05:33 PM Nufire Timothy M Director May 04 '23 Sale 4.01 2,000 8,020 1,068,000 May 05 05:34 PM Nufire Timothy M Director May 03 '23 Sale 4.04 2,000 8,080 1,070,000 May 05 05:34 PM Budman Gleb CEO and Chairperson May 03 '23 Sale 4.04 2,000 8,080 73,128 May 05 05:33 PM Nufire Timothy M Director May 02 '23 Sale 4.07 2,000 8,140 1,072,000 May 02 07:11 PM Budman Gleb CEO and Chairperson May 02 '23 Sale 4.06 2,000 8,120 75,128 May 02 07:12 PM Patchel Francis P Chief Financial Officer May 01 '23 Sale 4.12 3,000 12,360 104,064 May 02 06:47 PM
Index S&P 500 P/E 25.82 EPS (ttm) 5.60 Insider Own 1.22% Shs Outstand 125.98M Perf Week -0.24%
Market Cap 18.17B Forward P/E 15.72 EPS next Y 9.20 Insider Trans -2.95% Shs Float 124.11M Perf Month -3.60%
Income 711.85M PEG 2.56 EPS next Q 1.85 Inst Own 86.08% Short Float 1.34% Perf Quarter 7.84%
Sales 16.70B P/S 1.09 EPS this Y 12.03% Inst Trans -0.12% Short Ratio 2.69 Perf Half Y 9.15%
Book/sh 53.17 P/B 2.72 EPS next Y 14.07% ROA 4.77% Short Interest 1.67M Perf Year 26.04%
Cash/sh 9.10 P/C 15.90 EPS next 5Y 10.10% ROE 11.08% 52W Range 109.00 - 154.50 Perf YTD 11.43%
Dividend Est. 1.14 (0.79%) P/FCF 19.11 EPS past 5Y 34.99% ROI 7.09% 52W High -6.39% Beta 0.74
Dividend TTM 1.07 (0.74%) Quick Ratio 1.37 Sales past 5Y 9.30% Gross Margin 19.99% 52W Low 32.69% ATR (14) 2.24
Dividend Ex-Date Feb 22, 2024 Current Ratio 1.37 EPS Y/Y TTM 11.62% Oper. Margin 6.97% RSI (14) 44.14 Volatility 1.46% 1.47%
Employees 60000 Debt/Eq 0.53 Sales Y/Y TTM 9.06% Profit Margin 4.26% Recom 1.89 Target Price 160.24
Option/Short Yes / Yes LT Debt/Eq 0.50 EPS Q/Q 28.51% Payout 19.63% Rel Volume 0.56 Prev Close 144.11
Sales Surprise 3.48% EPS Surprise 29.65% Sales Q/Q 9.52% Earnings May 07 BMO Avg Volume 619.72K Price 144.63
SMA20 -1.82% SMA50 -1.86% SMA200 6.65% Trades
Volume 345,363 Change 0.36%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-14-24 Initiated Truist
Hold
$154
Jan-10-24 Resumed KeyBanc Capital Markets
Sector Weight
Nov-22-23 Downgrade Raymond James
Outperform → Mkt Perform
Sep-15-23 Initiated HSBC Securities
Hold
$149
Jan-13-23 Downgrade BofA Securities
Buy → Neutral
$137
Jan-06-23 Upgrade Robert W. Baird
Neutral → Outperform
$136 → $150
Apr-27-22 Initiated RBC Capital Mkts
Outperform
$173
Mar-18-22 Resumed Stifel
Buy
$159
Nov-19-21 Initiated Raymond James
Outperform
$170
May-11-21 Reiterated The Benchmark Company
Buy
$130 → $160
Jan-05-21 Downgrade Robert W. Baird
Outperform → Neutral
$118
Sep-23-20 Initiated Bernstein
Outperform
$144
Aug-12-20 Reiterated Argus
Buy
$100 → $110
May-12-20 Reiterated Argus
Buy
$116 → $100
Mar-31-20 Initiated William Blair
Outperform
Jan-16-20 Initiated The Benchmark Company
Buy
$110
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(Morningstar Research) -8.69%
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10:30PM
07:45AM
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Oct-12-23 10:50PM
(The Wall Street Journal)
Sep-28-23 01:54PM
09:21AM
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Market Digest: CB, AVY, TT, J, NOC, SAP, SPG, SPH, SWKS, WM, KKR
(Argus Research)
Feb-07-23 05:47PM
06:40AM
Jan-31-23 10:00AM
Jan-26-23 09:45AM
(The Wall Street Journal)
07:45AM
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Jacobs Solutions, Inc. is a holding company, which engages in the designing and deployment of technology-centric solutions. It operates through the following business segments: Critical Mission Solutions, People and Places Solutions, Divergent Solutions, and PA Consulting. The Critical Mission Solutions segment focuses on the provision of solutions for clients to address evolving challenges like digital transformation and modernization, national security and defense, space exploration, digital asset management, the clean energy transition, and nuclear decommissioning and cleanup. The People and Places Solutions segment provides end-to-end solutions under climate change, energy transition, connected mobility, integrated water management, and biopharmaceutical manufacturing. The Divergent Solutions segment refers to the core foundation for developing and delivering cloud, cyber, data, and digital technologies. The PA Consulting segment includes the investment in PA Consulting Group. The company was founded in 1947 and is headquartered in Dallas, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
DEMETRIOU STEVEN J. EXECUTIVE CHAIR Apr 01 '24 Sale 153.20 7,000 1,072,400 555,138 Apr 03 05:48 PM Berryman Kevin C CHIEF FINANCIAL OFFICER Apr 01 '24 Sale 153.20 1,500 229,800 233,104 Apr 03 05:56 PM Hill Patrick EXECUTIVE VICE PRESIDENT Mar 08 '24 Sale 149.00 5,486 817,414 57,233 Mar 12 05:39 PM DEMETRIOU STEVEN J. EXECUTIVE CHAIR Mar 01 '24 Sale 146.65 7,000 1,026,550 562,138 Mar 05 05:37 PM Gustafson Shelette M EXEC VICE PRESIDENT Feb 16 '24 Sale 148.00 1,852 274,096 28,791 Feb 20 06:16 PM Thompson Christopher M.T. Director Feb 15 '24 Option Exercise 60.43 3,500 211,505 39,583 Feb 20 05:20 PM DEMETRIOU STEVEN J. Executive Chair Dec 15 '23 Sale 127.75 6,666 851,582 581,138 Dec 19 07:27 PM Hill Patrick Executive Vice President Dec 08 '23 Sale 127.48 5,500 701,162 62,719 Dec 12 05:16 PM EBERHART RALPH E Director Dec 04 '23 Option Exercise 60.43 3,500 211,505 30,254 Dec 06 05:17 PM EBERHART RALPH E Director Dec 04 '23 Sale 129.86 3,500 454,510 26,754 Dec 06 05:17 PM ALLEN WILLIAM B JR SENIOR VICE PRESIDENT Dec 04 '23 Sale 129.50 1,500 194,250 28,150 Dec 05 05:57 PM DEMETRIOU STEVEN J. Executive Chair Nov 15 '23 Sale 136.62 6,666 910,709 556,439 Nov 17 05:33 PM DEMETRIOU STEVEN J. Executive Chair Oct 16 '23 Sale 138.97 6,666 926,374 567,960 Oct 18 05:19 PM DEMETRIOU STEVEN J. Executive Chair Sep 15 '23 Sale 132.81 6,666 885,311 574,626 Sep 19 05:19 PM DEMETRIOU STEVEN J. Executive Chair Aug 15 '23 Sale 136.52 6,666 910,042 581,292 Aug 17 05:16 PM Berryman Kevin C President & CFO Jul 31 '23 Sale 125.30 1,500 187,950 249,132 Aug 02 05:16 PM DEMETRIOU STEVEN J. Executive Chair Jul 17 '23 Sale 122.99 6,666 819,851 587,958 Jul 19 05:12 PM DEMETRIOU STEVEN J. Executive Chair Jun 15 '23 Sale 115.10 6,666 767,257 594,624 Jun 21 07:43 AM Berryman Kevin C President & CFO May 30 '23 Sale 114.25 1,500 171,375 252,132 Jun 01 07:22 PM DEMETRIOU STEVEN J. Executive Chair May 15 '23 Sale 115.20 6,666 767,923 601,290 May 17 07:03 PM
Index S&P 500 P/E 38.18 EPS (ttm) 6.58 Insider Own 18.29% Shs Outstand 312.25M Perf Week -4.41%
Market Cap 78.53B Forward P/E 29.33 EPS next Y 8.56 Insider Trans -1.70% Shs Float 255.44M Perf Month -18.03%
Income 2.09B PEG 1.97 EPS next Q 1.74 Inst Own 69.51% Short Float 1.12% Perf Quarter -4.14%
Sales 5.86B P/S 13.40 EPS this Y 7.83% Inst Trans 1.40% Short Ratio 1.07 Perf Half Y 34.96%
Book/sh 23.12 P/B 10.86 EPS next Y 14.42% ROA 24.96% Short Interest 2.87M Perf Year 61.15%
Cash/sh 16.02 P/C 15.68 EPS next 5Y 19.40% ROE 34.49% 52W Range 131.68 - 307.74 Perf YTD 6.65%
Dividend Est. - P/FCF 39.27 EPS past 5Y 45.36% ROI 28.74% 52W High -18.38% Beta 1.14
Dividend TTM - Quick Ratio 3.31 Sales past 5Y 23.55% Gross Margin 61.95% 52W Low 90.75% ATR (14) 10.22
Dividend Ex-Date - Current Ratio 4.39 EPS Y/Y TTM 52.73% Oper. Margin 38.52% RSI (14) 35.65 Volatility 3.40% 3.45%
Employees 4023 Debt/Eq 0.01 Sales Y/Y TTM 33.75% Profit Margin 35.62% Recom 1.89 Target Price 298.83
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 42.04% Payout 0.00% Rel Volume 0.86 Prev Close 245.47
Sales Surprise 0.42% EPS Surprise 22.09% Sales Q/Q 20.77% Earnings May 07 AMC Avg Volume 2.69M Price 251.18
SMA20 -10.92% SMA50 -10.22% SMA200 11.89% Trades
Volume 2,298,000 Change 2.33%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-12-24 Downgrade Rosenblatt
Buy → Sell
$210
Jan-08-24 Upgrade Melius
Hold → Buy
Dec-14-23 Reiterated Citigroup
Buy
$220 → $300
Oct-31-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$185 → $220
Oct-11-23 Downgrade Piper Sandler
Overweight → Neutral
$190
Aug-31-23 Upgrade Citigroup
Neutral → Buy
$177 → $220
Jul-20-23 Initiated Exane BNP Paribas
Outperform
$210
Jun-30-23 Initiated Citigroup
Neutral
$160
Mar-07-23 Initiated Goldman
Buy
Nov-04-22 Upgrade Piper Sandler
Neutral → Overweight
$126 → $164
Nov-01-22 Upgrade BofA Securities
Underperform → Buy
$105 → $150
Oct-25-22 Downgrade Credit Suisse
Outperform → Neutral
$185 → $110
Sep-21-22 Upgrade Barclays
Equal Weight → Overweight
$131
Aug-24-22 Initiated Deutsche Bank
Hold
$135
Jul-20-22 Downgrade BofA Securities
Buy → Underperform
$140 → $105
Jul-19-22 Upgrade Needham
Hold → Buy
$128
Jul-13-22 Initiated Rosenblatt
Buy
$140
Mar-10-22 Upgrade Wells Fargo
Equal Weight → Overweight
$142 → $160
Feb-15-22 Reiterated Wells Fargo
Equal Weight
$122.50 → $142
Feb-15-22 Reiterated UBS
Neutral
$133 → $140
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(The Wall Street Journal)
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09:19AM
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Arista Networks, Inc. engages in the business of developing, marketing, and selling cloud networking solutions. The firm is also involved in switching and routing platforms and related network applications. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Duda Kenneth CTO and SVP Software Eng. Apr 10 '24 Option Exercise 17.09 20,000 341,700 23,244 Apr 12 06:57 PM Duda Kenneth CTO and SVP Software Eng. Apr 10 '24 Sale 290.05 20,000 5,800,910 3,244 Apr 12 06:57 PM Duda Kenneth CTO and SVP Software Eng. Apr 10 '24 Sale 290.05 16,000 4,640,725 243,268 Apr 12 06:57 PM Ullal Jayshree President and CEO Apr 09 '24 Sale 299.99 4,042 1,212,560 1,628,532 Apr 11 07:21 PM McCool John F Chief Platform Officer Apr 04 '24 Option Exercise 56.59 416 23,539 416 Apr 08 07:15 PM Ullal Jayshree President and CEO Apr 04 '24 Sale 300.96 24,000 7,223,040 1,629,300 Apr 08 07:15 PM McCool John F Chief Platform Officer Apr 04 '24 Sale 300.96 416 125,199 0 Apr 08 07:15 PM Ullal Jayshree President and CEO Apr 03 '24 Sale 291.12 24,000 6,986,880 1,633,800 Apr 05 07:05 PM Ullal Jayshree President and CEO Apr 02 '24 Option Exercise 58.56 1,500 87,842 19,181 Apr 04 07:17 PM Ullal Jayshree President and CEO Apr 02 '24 Sale 291.70 24,000 7,000,800 1,638,300 Apr 04 07:17 PM Ullal Jayshree President and CEO Apr 02 '24 Sale 288.60 1,500 432,905 17,681 Apr 04 07:17 PM Taxay Marc SVP and General Counsel Apr 01 '24 Option Exercise 59.28 1,040 61,647 1,040 Apr 03 07:16 PM McCool John F Chief Platform Officer Apr 01 '24 Option Exercise 61.07 580 35,418 580 Apr 03 07:16 PM Ullal Jayshree President and CEO Apr 01 '24 Sale 292.28 24,000 7,014,720 1,642,800 Apr 03 07:16 PM Giancarlo Charles H Director Apr 01 '24 Sale 296.26 2,000 592,514 58,946 Apr 03 07:16 PM Taxay Marc SVP and General Counsel Apr 01 '24 Sale 292.28 1,040 303,971 0 Apr 03 07:16 PM McCool John F Chief Platform Officer Apr 01 '24 Sale 292.28 580 169,522 0 Apr 03 07:16 PM Ullal Jayshree President and CEO Mar 28 '24 Sale 288.51 23,000 6,635,730 1,647,300 Apr 01 06:33 PM Ullal Jayshree President and CEO Mar 27 '24 Sale 296.24 23,000 6,813,520 1,651,800 Mar 29 07:10 PM Ullal Jayshree President and CEO Mar 26 '24 Sale 298.97 23,000 6,876,310 1,656,300 Mar 28 07:08 PM Ullal Jayshree President and CEO Mar 25 '24 Sale 301.45 22,000 6,631,900 1,660,800 Mar 27 07:30 PM Ullal Jayshree President and CEO Mar 22 '24 Sale 303.00 22,000 6,666,000 1,665,300 Mar 26 05:35 PM Ullal Jayshree President and CEO Mar 21 '24 Sale 299.00 21,500 6,428,500 1,669,800 Mar 25 07:06 PM Ullal Jayshree President and CEO Mar 20 '24 Sale 289.06 21,000 6,070,260 1,674,300 Mar 22 06:34 PM Ullal Jayshree President and CEO Mar 19 '24 Sale 284.00 20,000 5,680,000 1,678,800 Mar 21 07:19 PM Ullal Jayshree President and CEO Mar 18 '24 Sale 282.41 20,000 5,648,200 1,683,300 Mar 20 07:07 PM Ullal Jayshree President and CEO Mar 15 '24 Option Exercise 58.57 3,000 175,720 105,099 Mar 19 07:08 PM Ullal Jayshree President and CEO Mar 15 '24 Sale 278.81 87,418 24,372,681 17,681 Mar 19 07:08 PM Ullal Jayshree President and CEO Mar 15 '24 Sale 279.66 18,400 5,145,744 1,687,800 Mar 19 07:08 PM Duda Kenneth CTO and SVP Software Eng. Mar 11 '24 Option Exercise 17.09 20,000 341,700 23,244 Mar 13 06:08 PM Duda Kenneth CTO and SVP Software Eng. Mar 11 '24 Sale 269.15 20,000 5,382,983 3,244 Mar 13 06:08 PM Duda Kenneth CTO and SVP Software Eng. Mar 11 '24 Sale 269.15 16,000 4,306,390 259,268 Mar 13 06:08 PM McCool John F Chief Platform Officer Mar 07 '24 Option Exercise 56.59 416 23,539 416 Mar 11 07:07 PM McCool John F Chief Platform Officer Mar 07 '24 Sale 285.52 416 118,776 0 Mar 11 07:07 PM Taxay Marc SVP and General Counsel Mar 01 '24 Option Exercise 59.28 1,040 61,647 11,650 Mar 05 06:07 PM McCool John F Chief Platform Officer Mar 01 '24 Option Exercise 61.07 584 35,663 584 Mar 05 06:07 PM Taxay Marc SVP and General Counsel Mar 01 '24 Sale 286.28 11,650 3,335,126 0 Mar 05 06:07 PM Giancarlo Charles H Director Mar 01 '24 Sale 286.52 2,000 573,040 60,946 Mar 05 06:06 PM McCool John F Chief Platform Officer Mar 01 '24 Sale 281.60 584 164,454 0 Mar 05 06:07 PM McCool John F Chief Platform Officer Feb 23 '24 Sale 269.53 1,792 482,998 0 Feb 27 07:09 PM McCool John F Chief Platform Officer Feb 22 '24 Sale 267.51 5,374 1,437,576 1,792 Feb 26 07:18 PM Wassenaar Yvonne Director Feb 21 '24 Sale 255.29 224 57,184 2,827 Feb 23 06:10 PM CHEW LEWIS Director Feb 20 '24 Option Exercise 0.00 373 0 5,620 Feb 22 07:38 PM Battles Kelly Bodnar Director Feb 20 '24 Option Exercise 0.00 373 0 2,926 Feb 22 07:38 PM Duda Kenneth CTO and SVP Software Eng. Feb 20 '24 Option Exercise 0.00 26,057 0 244,316 Feb 22 07:40 PM Wassenaar Yvonne Director Feb 20 '24 Option Exercise 0.00 373 0 3,051 Feb 22 07:40 PM TEMPLETON MARK B Director Feb 20 '24 Option Exercise 0.00 373 0 12,280 Feb 22 07:39 PM Scheinman Daniel Director Feb 20 '24 Option Exercise 0.00 373 0 38,360 Feb 22 07:39 PM Giancarlo Charles H Director Feb 20 '24 Option Exercise 0.00 373 0 53,692 Feb 22 07:39 PM Taxay Marc SVP and General Counsel Feb 20 '24 Option Exercise 0.00 20,880 0 20,880 Feb 22 07:41 PM Sadana Anshul SVP, Chief Operating Officer Feb 20 '24 Option Exercise 0.00 49,507 0 95,765 Feb 22 07:41 PM McCool John F Chief Platform Officer Feb 20 '24 Option Exercise 0.00 13,881 0 13,881 Feb 22 07:40 PM Ullal Jayshree President and CEO Feb 20 '24 Option Exercise 0.00 57,495 0 130,546 Feb 22 07:41 PM McCool John F Chief Platform Officer Feb 16 '24 Sale 264.81 72 19,066 0 Feb 21 06:11 PM Battles Kelly Bodnar Director Feb 13 '24 Sale 265.81 278 73,895 2,553 Feb 15 07:41 PM Duda Kenneth CTO and SVP Software Eng. Feb 12 '24 Option Exercise 17.09 20,000 341,700 23,244 Feb 14 08:33 PM Duda Kenneth CTO and SVP Software Eng. Feb 12 '24 Sale 284.31 20,000 5,686,180 3,244 Feb 14 08:33 PM Duda Kenneth CTO and SVP Software Eng. Feb 12 '24 Sale 284.27 19,500 5,543,212 198,600 Feb 14 08:33 PM McCool John F Chief Platform Officer Feb 07 '24 Option Exercise 56.59 420 23,766 420 Feb 09 07:05 PM McCool John F Chief Platform Officer Feb 07 '24 Sale 266.08 420 111,754 0 Feb 09 07:05 PM Taxay Marc SVP and General Counsel Feb 01 '24 Option Exercise 59.27 1,048 62,117 1,048 Feb 05 07:13 PM McCool John F Chief Platform Officer Feb 01 '24 Option Exercise 61.07 588 35,907 588 Feb 05 07:13 PM Giancarlo Charles H Director Feb 01 '24 Sale 262.41 2,000 524,821 62,946 Feb 05 07:13 PM Taxay Marc SVP and General Counsel Feb 01 '24 Sale 262.00 1,048 274,576 0 Feb 05 07:13 PM McCool John F Chief Platform Officer Feb 01 '24 Sale 262.00 588 154,056 0 Feb 05 07:13 PM Ullal Jayshree President and CEO Jan 29 '24 Sale 268.29 980 262,920 73,051 Jan 31 07:07 PM Ullal Jayshree President and CEO Jan 25 '24 Sale 268.15 733 196,556 74,031 Jan 29 07:25 PM Ullal Jayshree President and CEO Jan 22 '24 Sale 267.67 24,000 6,424,080 1,692,000 Jan 24 07:41 PM Ullal Jayshree President and CEO Jan 22 '24 Sale 267.39 8,002 2,139,693 74,764 Jan 24 07:41 PM Wassenaar Yvonne Director Jan 19 '24 Sale 261.41 186 48,623 2,678 Jan 23 07:19 PM Ullal Jayshree President and CEO Jan 18 '24 Sale 257.77 23,000 5,928,710 1,696,500 Jan 22 05:09 PM Ullal Jayshree President and CEO Jan 18 '24 Sale 257.60 18,621 4,796,777 82,766 Jan 22 05:09 PM Duda Kenneth CTO and SVP Software Eng. Jan 10 '24 Option Exercise 17.09 20,000 341,700 23,244 Jan 12 08:00 PM Duda Kenneth CTO and SVP Software Eng. Jan 10 '24 Sale 249.00 20,000 4,979,949 3,244 Jan 12 08:00 PM Duda Kenneth CTO and SVP Software Eng. Jan 10 '24 Sale 248.99 19,500 4,855,323 202,100 Jan 12 08:00 PM Ullal Jayshree President and CEO Jan 10 '24 Sale 249.02 1,851 460,941 101,387 Jan 12 08:00 PM Ullal Jayshree President and CEO Jan 09 '24 Sale 247.46 23,000 5,691,527 1,701,000 Jan 11 06:26 PM Ullal Jayshree President and CEO Jan 09 '24 Sale 247.46 670 165,797 103,238 Jan 11 06:26 PM McCool John F Chief Platform Officer Jan 03 '24 Option Exercise 57.86 580 33,561 580 Jan 05 06:35 PM McCool John F Chief Platform Officer Jan 03 '24 Sale 229.64 580 133,191 0 Jan 05 06:35 PM Taxay Marc SVP and General Counsel Jan 02 '24 Option Exercise 59.28 1,040 61,647 1,040 Jan 04 07:07 PM McCool John F Chief Platform Officer Jan 02 '24 Option Exercise 61.05 416 25,397 416 Jan 04 07:07 PM Giancarlo Charles H Director Jan 02 '24 Sale 230.28 2,000 460,566 64,946 Jan 04 07:07 PM Taxay Marc SVP and General Counsel Jan 02 '24 Sale 234.00 1,040 243,360 0 Jan 04 07:07 PM McCool John F Chief Platform Officer Jan 02 '24 Sale 234.00 416 97,344 0 Jan 04 07:07 PM Ullal Jayshree President and CEO Dec 15 '23 Sale 237.17 23,000 5,454,910 1,705,500 Dec 19 05:52 PM Wassenaar Yvonne Director Dec 15 '23 Sale 234.23 186 43,567 2,864 Dec 19 05:53 PM Ullal Jayshree President and CEO Dec 13 '23 Sale 231.11 22,000 5,084,420 1,710,000 Dec 15 06:56 PM Duda Kenneth CTO and SVP Software Eng. Dec 12 '23 Option Exercise 7.67 20,000 153,350 23,244 Dec 14 06:42 PM Duda Kenneth CTO and SVP Software Eng. Dec 12 '23 Sale 229.30 20,000 4,586,012 3,244 Dec 14 06:42 PM Duda Kenneth CTO and SVP Software Eng. Dec 12 '23 Sale 229.30 16,000 3,668,811 307,268 Dec 14 06:42 PM Ullal Jayshree President and CEO Dec 11 '23 Sale 227.00 21,500 4,880,500 1,714,500 Dec 13 06:57 PM Duda Kenneth CTO and SVP Software Eng. Dec 11 '23 Sale 225.83 3,500 790,413 205,600 Dec 13 06:56 PM McCool John F Chief Platform Officer Dec 08 '23 Option Exercise 59.20 1,000 59,202 1,144 Dec 12 06:53 PM McCool John F Chief Platform Officer Dec 08 '23 Sale 216.43 1,144 247,596 0 Dec 12 06:53 PM Brennan Ita M Senior Vice President, CFO Dec 01 '23 Option Exercise 56.59 2,500 141,462 33,070 Dec 05 07:11 PM Taxay Marc SVP and General Counsel Dec 01 '23 Option Exercise 59.28 1,040 61,647 5,305 Dec 05 07:11 PM Brennan Ita M Senior Vice President, CFO Dec 01 '23 Sale 216.71 12,000 2,600,570 21,070 Dec 05 07:11 PM Taxay Marc SVP and General Counsel Dec 01 '23 Sale 216.67 5,305 1,149,456 0 Dec 05 07:11 PM Giancarlo Charles H Director Dec 01 '23 Sale 216.70 2,000 433,400 66,946 Dec 05 07:11 PM
Index RUT P/E 42.51 EPS (ttm) 4.04 Insider Own 2.71% Shs Outstand 36.91M Perf Week 4.30%
Market Cap 6.34B Forward P/E 30.04 EPS next Y 5.71 Insider Trans -5.17% Shs Float 35.98M Perf Month 3.23%
Income 151.59M PEG 5.31 EPS next Q 1.31 Inst Own 100.47% Short Float 10.29% Perf Quarter -13.45%
Sales 551.38M P/S 11.50 EPS this Y -1.30% Inst Trans 2.64% Short Ratio 7.62 Perf Half Y 10.11%
Book/sh 9.98 P/B 17.20 EPS next Y 9.78% ROA 19.73% Short Interest 3.70M Perf Year 38.78%
Cash/sh 11.55 P/C 14.85 EPS next 5Y 8.00% ROE 46.13% 52W Range 107.00 - 206.35 Perf YTD -12.60%
Dividend Est. - P/FCF 26.90 EPS past 5Y 24.14% ROI 39.37% 52W High -16.87% Beta 0.49
Dividend TTM - Quick Ratio 1.53 Sales past 5Y 14.62% Gross Margin 80.55% 52W Low 60.32% ATR (14) 4.15
Dividend Ex-Date - Current Ratio 1.53 EPS Y/Y TTM 46.36% Oper. Margin 29.22% RSI (14) 60.40 Volatility 2.73% 2.25%
Employees 2188 Debt/Eq 0.08 Sales Y/Y TTM 13.03% Profit Margin 27.49% Recom 2.96 Target Price 166.59
Option/Short Yes / Yes LT Debt/Eq 0.05 EPS Q/Q 46.09% Payout 0.00% Rel Volume 0.84 Prev Close 168.44
Sales Surprise -0.22% EPS Surprise 12.08% Sales Q/Q 11.23% Earnings May 07 AMC Avg Volume 485.65K Price 171.54
SMA20 3.74% SMA50 2.95% SMA200 3.60% Trades
Volume 404,046 Change 1.84%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-26-24 Initiated TD Cowen
Market Perform
$170
Aug-18-23 Initiated Stephens
Equal-Weight
$145
Jul-06-23 Initiated UBS
Neutral
$135
Jun-09-23 Downgrade Piper Sandler
Neutral → Underweight
$120 → $109
May-31-23 Initiated William Blair
Outperform
May-08-23 Downgrade Wolfe Research
Peer Perform → Underperform
$100
Feb-13-23 Downgrade Wolfe Research
Outperform → Peer Perform
Jan-24-23 Initiated JP Morgan
Underweight
$109
Jan-05-23 Downgrade Needham
Buy → Hold
Dec-02-22 Initiated Piper Sandler
Neutral
$138
Oct-21-22 Upgrade Needham
Hold → Buy
$185
Oct-21-22 Upgrade Berenberg
Hold → Buy
$168
Oct-19-22 Resumed Robert W. Baird
Neutral
$142
Oct-11-22 Initiated Canaccord Genuity
Buy
$180
Jul-15-22 Initiated DA Davidson
Neutral
$120
Apr-11-22 Initiated Wolfe Research
Outperform
$162
Feb-22-22 Resumed JMP Securities
Mkt Perform
Nov-04-21 Upgrade JP Morgan
Underweight → Overweight
$110 → $160
Jul-26-21 Downgrade Loop Capital
Buy → Hold
$140 → $105
Feb-11-21 Downgrade Needham
Buy → Hold
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Qualys, Inc. engages in the provision of cloud security and compliance solutions. Its products enable organizations to identify security risks to information technology infrastructures, help protect information technology systems and applications from cyber attacks, and achieve compliance with internal policies and external regulations. The firm also offers solutions through a software-as-a-service model, primarily with renewable annual subscriptions. The company was founded on December 30, 1999 and is headquartered in Foster City, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Thakar Sumedh S CEO & PRESIDENT Apr 15 '24 Option Exercise 30.58 3,161 96,663 197,642 Apr 17 05:10 PM Thakar Sumedh S CEO & PRESIDENT Apr 15 '24 Sale 163.96 4,034 661,427 193,608 Apr 17 05:10 PM Kim Joo Mi CHIEF FINANCIAL OFFICER Apr 05 '24 Sale 165.04 1,912 315,550 97,176 Apr 08 06:03 PM POSEY BRUCE K CHIEF LEGAL OFFICER Mar 20 '24 Option Exercise 25.56 1,000 25,560 64,487 Mar 22 05:03 PM POSEY BRUCE K CHIEF LEGAL OFFICER Mar 20 '24 Sale 164.91 1,430 235,818 63,057 Mar 22 05:03 PM Thakar Sumedh S CEO & PRESIDENT Mar 14 '24 Option Exercise 30.58 3,250 99,385 198,601 Mar 18 04:40 PM Thakar Sumedh S CEO & PRESIDENT Mar 14 '24 Sale 167.62 4,120 690,589 194,481 Mar 18 04:40 PM Kim Joo Mi CHIEF FINANCIAL OFFICER Mar 05 '24 Sale 164.76 723 119,121 100,289 Mar 07 05:55 PM POSEY BRUCE K CHIEF LEGAL OFFICER Feb 20 '24 Option Exercise 25.56 1,000 25,560 64,917 Feb 22 04:38 PM POSEY BRUCE K CHIEF LEGAL OFFICER Feb 20 '24 Sale 163.79 1,430 234,216 63,487 Feb 22 04:38 PM Thakar Sumedh S CEO & PRESIDENT Feb 14 '24 Option Exercise 30.58 3,250 99,385 199,363 Feb 16 04:19 PM Thakar Sumedh S CEO & PRESIDENT Feb 14 '24 Sale 170.11 4,120 700,860 195,243 Feb 16 04:19 PM Kim Joo Mi Chief Financial Officer Feb 05 '24 Sale 169.49 1,130 191,525 96,734 Feb 07 05:10 PM POSEY BRUCE K Chief Legal Officer Jan 22 '24 Option Exercise 25.56 1,000 25,560 64,255 Jan 23 05:32 PM POSEY BRUCE K Chief Legal Officer Jan 22 '24 Sale 197.78 1,000 197,776 63,255 Jan 23 05:32 PM Thakar Sumedh S CEO & President Jan 16 '24 Option Exercise 30.58 3,250 99,385 187,218 Jan 18 04:17 PM Thakar Sumedh S CEO & President Jan 16 '24 Sale 192.05 5,005 961,235 182,213 Jan 18 04:17 PM Kim Joo Mi Chief Financial Officer Jan 05 '24 Sale 182.55 2,129 388,642 100,493 Jan 08 06:52 PM POSEY BRUCE K Chief Legal Officer Dec 20 '23 Option Exercise 25.56 1,000 25,560 64,255 Dec 21 04:37 PM POSEY BRUCE K Chief Legal Officer Dec 20 '23 Sale 203.81 1,000 203,814 63,255 Dec 21 04:37 PM Thakar Sumedh S CEO & President Dec 14 '23 Option Exercise 30.58 3,250 99,385 188,972 Dec 18 04:27 PM Thakar Sumedh S CEO & President Dec 14 '23 Sale 194.72 5,004 974,360 183,396 Dec 18 04:27 PM Kim Joo Mi Chief Financial Officer Dec 05 '23 Sale 184.94 629 116,329 103,512 Dec 06 05:00 PM Pfeiffer Wendy Director Dec 04 '23 Sale 187.19 1,430 267,681 10,490 Dec 05 04:32 PM Kim Joo Mi Chief Financial Officer Nov 28 '23 Sale 180.42 1,598 288,308 104,141 Nov 29 04:02 PM POSEY BRUCE K Chief Legal Officer Nov 27 '23 Option Exercise 25.56 6,300 161,028 69,555 Nov 28 05:44 PM POSEY BRUCE K Chief Legal Officer Nov 27 '23 Sale 180.81 6,300 1,139,105 63,255 Nov 28 05:44 PM Kim Joo Mi Chief Financial Officer Nov 27 '23 Sale 181.07 5,000 905,364 105,739 Nov 28 05:43 PM Thakar Sumedh S CEO & President Nov 14 '23 Option Exercise 30.58 3,250 99,385 190,726 Nov 16 04:19 PM Thakar Sumedh S CEO & President Nov 14 '23 Sale 175.10 5,004 876,195 185,722 Nov 16 04:19 PM POSEY BRUCE K Chief Legal Officer Oct 20 '23 Option Exercise 25.56 1,000 25,560 52,798 Oct 24 04:34 PM POSEY BRUCE K Chief Legal Officer Oct 20 '23 Sale 156.89 1,595 250,242 51,203 Oct 24 04:34 PM Thakar Sumedh S CEO & President Oct 16 '23 Option Exercise 30.58 3,250 99,385 154,921 Oct 18 04:13 PM Thakar Sumedh S CEO & President Oct 16 '23 Sale 162.62 5,005 813,903 149,916 Oct 18 04:13 PM POSEY BRUCE K Chief Legal Officer Oct 11 '23 Option Exercise 25.56 2,000 51,120 53,798 Oct 13 04:54 PM POSEY BRUCE K Chief Legal Officer Oct 11 '23 Sale 165.00 2,000 330,000 51,798 Oct 13 04:54 PM POSEY BRUCE K Chief Legal Officer Sep 20 '23 Option Exercise 25.56 1,000 25,560 53,377 Sep 22 04:03 PM POSEY BRUCE K Chief Legal Officer Sep 20 '23 Sale 152.74 1,579 241,173 51,798 Sep 22 04:03 PM Thakar Sumedh S CEO & President Sep 14 '23 Option Exercise 30.58 3,250 99,385 156,674 Sep 18 05:58 PM Thakar Sumedh S CEO & President Sep 14 '23 Sale 152.65 5,003 763,698 151,671 Sep 18 05:58 PM POSEY BRUCE K Chief Legal Officer Aug 21 '23 Option Exercise 25.56 1,000 25,560 53,955 Aug 23 04:33 PM POSEY BRUCE K Chief Legal Officer Aug 21 '23 Sale 145.49 1,578 229,579 52,377 Aug 23 04:33 PM Thakar Sumedh S CEO & President Aug 14 '23 Option Exercise 30.58 3,250 99,385 158,399 Aug 16 05:11 PM Thakar Sumedh S CEO & President Aug 14 '23 Sale 151.60 5,003 758,431 153,396 Aug 16 05:11 PM Thakar Sumedh S CEO & President Aug 04 '23 Option Exercise 37.28 4,168 155,383 159,317 Aug 08 04:25 PM Thakar Sumedh S CEO & President Aug 04 '23 Sale 146.63 4,168 611,136 155,149 Aug 08 04:25 PM Thakar Sumedh S CEO & President Aug 01 '23 Option Exercise 37.28 3,467 129,250 166,607 Aug 03 04:16 PM Thakar Sumedh S CEO & President Aug 01 '23 Sale 140.07 3,467 485,621 163,140 Aug 03 04:16 PM Thakar Sumedh S CEO & President Jul 27 '23 Option Exercise 37.28 700 26,096 163,840 Jul 31 05:27 PM Thakar Sumedh S CEO & President Jul 27 '23 Sale 140.32 700 98,223 163,140 Jul 31 05:27 PM Thakar Sumedh S CEO & President Jul 25 '23 Option Exercise 37.28 8,333 310,654 171,473 Jul 26 05:26 PM Thakar Sumedh S CEO & President Jul 25 '23 Sale 135.22 8,333 1,126,765 163,140 Jul 26 05:26 PM POSEY BRUCE K Chief Legal Officer Jul 20 '23 Option Exercise 25.56 1,000 25,560 57,555 Jul 21 04:15 PM POSEY BRUCE K Chief Legal Officer Jul 20 '23 Sale 131.27 1,597 209,633 55,958 Jul 21 04:15 PM Thakar Sumedh S CEO & President Jul 14 '23 Option Exercise 30.58 3,250 99,385 168,145 Jul 18 05:19 PM Thakar Sumedh S CEO & President Jul 14 '23 Sale 129.90 5,005 650,141 163,140 Jul 18 05:19 PM POSEY BRUCE K Chief Legal Officer Jun 20 '23 Option Exercise 25.56 1,000 25,560 58,132 Jun 22 04:14 PM POSEY BRUCE K Chief Legal Officer Jun 20 '23 Sale 128.97 1,577 203,389 56,555 Jun 22 04:14 PM Thakar Sumedh S CEO & President Jun 14 '23 Option Exercise 30.58 3,250 99,385 169,900 Jun 16 04:16 PM Thakar Sumedh S CEO & President Jun 14 '23 Sale 129.20 5,005 646,632 164,895 Jun 16 04:16 PM Hank Jeffrey P Director Jun 12 '23 Sale 128.12 1,556 199,355 12,203 Jun 14 04:15 PM Thakar Sumedh S CEO & President Jun 02 '23 Option Exercise 37.28 8,333 310,654 174,983 Jun 06 05:39 PM Thakar Sumedh S CEO & President Jun 02 '23 Sale 130.02 8,333 1,083,446 166,650 Jun 06 05:39 PM Thakar Sumedh S CEO & President May 31 '23 Option Exercise 37.28 6,833 254,734 173,483 Jun 01 06:42 PM Thakar Sumedh S CEO & President May 31 '23 Sale 125.53 6,833 857,714 166,650 Jun 01 06:42 PM Thakar Sumedh S CEO & President May 30 '23 Option Exercise 36.26 21,416 776,613 189,819 Jun 01 06:42 PM Hank Jeffrey P Director May 30 '23 Option Exercise 40.68 4,000 162,720 16,059 Jun 01 06:40 PM Thakar Sumedh S CEO & President May 30 '23 Sale 124.13 23,169 2,876,001 166,650 Jun 01 06:42 PM Hank Jeffrey P Director May 30 '23 Sale 123.73 2,756 341,010 12,059 Jun 01 06:40 PM POSEY BRUCE K Chief Legal Officer May 22 '23 Option Exercise 25.56 1,000 25,560 58,710 May 23 04:49 PM POSEY BRUCE K Chief Legal Officer May 22 '23 Sale 121.78 1,578 192,162 57,132 May 23 04:49 PM
Index RUT P/E 76.35 EPS (ttm) 0.14 Insider Own 61.74% Shs Outstand 121.50M Perf Week 0.47%
Market Cap 2.13B Forward P/E 25.35 EPS next Y 0.42 Insider Trans -0.33% Shs Float 75.74M Perf Month -1.38%
Income 28.20M PEG - EPS next Q 0.00 Inst Own 24.78% Short Float 24.27% Perf Quarter 43.72%
Sales 1.68B P/S 1.27 EPS this Y 45.76% Inst Trans 9.39% Short Ratio 5.87 Perf Half Y 108.33%
Book/sh 2.27 P/B 4.73 EPS next Y 107.82% ROA 2.99% Short Interest 18.38M Perf Year 21.61%
Cash/sh 1.78 P/C 6.05 EPS next 5Y - ROE 6.85% 52W Range 4.82 - 11.28 Perf YTD 39.61%
Dividend Est. - P/FCF - EPS past 5Y - ROI 6.13% 52W High -4.70% Beta 2.09
Dividend TTM - Quick Ratio 1.60 Sales past 5Y -0.75% Gross Margin 20.92% 52W Low 123.03% ATR (14) 0.12
Dividend Ex-Date - Current Ratio 1.61 EPS Y/Y TTM 5034.48% Oper. Margin 1.46% RSI (14) 50.95 Volatility 0.75% 0.97%
Employees 900 Debt/Eq 0.03 Sales Y/Y TTM -9.82% Profit Margin 1.68% Recom 3.00 Target Price 11.38
Option/Short Yes / Yes LT Debt/Eq 0.02 EPS Q/Q 111.58% Payout 0.00% Rel Volume 0.43 Prev Close 10.76
Sales Surprise 0.73% EPS Surprise 426.32% Sales Q/Q -5.79% Earnings May 08 AMC Avg Volume 3.13M Price 10.75
SMA20 -0.84% SMA50 0.42% SMA200 42.27% Trades
Volume 1,331,040 Change -0.09%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-13-23 Initiated B. Riley Securities
Buy
$11
Aug-24-23 Downgrade BofA Securities
Buy → Underperform
$11 → $6
Dec-01-22 Initiated Morgan Stanley
Equal-Weight
$13
Mar-04-22 Reiterated Needham
Buy
$20 → $16
Dec-08-21 Initiated Craig Hallum
Buy
$28
Nov-17-21 Initiated Barrington Research
Outperform
$28
Sep-14-21 Initiated Stephens
Overweight
$27
Apr-19-21 Initiated Wells Fargo
Overweight
$31
Apr-19-21 Initiated ROTH Capital
Buy
$29
Apr-19-21 Initiated Piper Sandler
Overweight
$29
Apr-19-21 Initiated Needham
Buy
$30
Apr-19-21 Initiated JP Morgan
Overweight
$30
Apr-19-21 Initiated Guggenheim
Buy
$28
Apr-19-21 Initiated BofA Securities
Buy
$33
Show Previous Ratings
Apr-22-24 11:55AM
Apr-12-24 10:00AM
Apr-10-24 03:55AM
Apr-09-24 08:00AM
(Investor's Business Daily)
Apr-05-24 04:07PM
(Investor's Business Daily)
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(The Wall Street Journal)
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Feb-21-24 06:00AM
(The Wall Street Journal)
Feb-20-24 06:59PM
06:06PM
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(Investor's Business Daily)
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03:09PM
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(The Wall Street Journal)
02:08PM
(Associated Press Finance)
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(The Wall Street Journal)
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(The Wall Street Journal)
Feb-19-24 05:30AM
Feb-16-24 04:17PM
07:25AM
Feb-14-24 03:07PM
11:45AM
Feb-13-24 06:25PM
05:03PM
04:43PM
(Investor's Business Daily)
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(The Wall Street Journal)
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03:18PM
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Feb-06-24 08:00AM
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Vizio Holding Corp. operates as an entertainment platform. It operates through two segments: Device & Platform+. It engages in deriving the future of televisions through its integrated platform of cutting-edge Smart TVs and powerful SmartCast operating system. The company was founded by William W. Wang in 2002 and is headquartered in Irvine, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
WONG BEN BUN President and COO Mar 13 '24 Option Exercise 1.35 315,000 425,250 3,321,151 Mar 15 05:37 PM Russell David Eugene Director Mar 01 '24 Sale 11.03 100,000 1,103,000 2,436,542 Mar 05 05:22 PM Russell David Eugene Director Feb 13 '24 Sale 9.91 300,000 2,973,103 2,536,542 Feb 15 07:56 PM O'Donnell Michael Joseph See Remarks Sep 07 '23 Sale 5.91 6,400 37,805 354,215 Sep 11 04:57 PM O'Donnell Michael Joseph See Remarks Aug 21 '23 Sale 6.23 1,983 12,355 360,615 Aug 23 05:10 PM Townsend Adam R. Chief Financial Officer May 30 '23 Sale 6.54 46,901 306,920 424,312 Jun 01 06:25 PM Townsend Adam R. Chief Financial Officer May 22 '23 Sale 7.20 21,130 152,094 471,213 May 24 07:06 PM O'Donnell Michael Joseph See Remarks May 22 '23 Sale 7.20 9,737 70,058 159,070 May 24 07:07 PM
Index - P/E - EPS (ttm) -1.48 Insider Own 31.43% Shs Outstand 224.74M Perf Week -0.07%
Market Cap 8.92B Forward P/E 85.39 EPS next Y 0.33 Insider Trans -2.33% Shs Float 214.36M Perf Month -7.85%
Income -442.75M PEG - EPS next Q 0.02 Inst Own 62.11% Short Float 9.26% Perf Quarter 27.88%
Sales 776.95M P/S 11.48 EPS this Y 336.99% Inst Trans 1.09% Short Ratio 3.82 Perf Half Y -0.31%
Book/sh 2.60 P/B 10.97 EPS next Y 91.14% ROA -18.43% Short Interest 19.85M Perf Year 16.31%
Cash/sh 6.08 P/C 4.69 EPS next 5Y - ROE -56.05% 52W Range 14.69 - 41.22 Perf YTD 21.92%
Dividend Est. - P/FCF - EPS past 5Y -40.61% ROI -23.11% 52W High -30.79% Beta 0.93
Dividend TTM - Quick Ratio 4.53 Sales past 5Y 51.38% Gross Margin 70.47% 52W Low 94.21% ATR (14) 1.13
Dividend Ex-Date - Current Ratio 4.53 EPS Y/Y TTM 8.53% Oper. Margin -56.30% RSI (14) 44.69 Volatility 4.09% 3.63%
Employees 2744 Debt/Eq 1.37 Sales Y/Y TTM 32.60% Profit Margin -56.98% Recom 1.80 Target Price 33.76
Option/Short Yes / Yes LT Debt/Eq 1.36 EPS Q/Q 17.57% Payout - Rel Volume 0.81 Prev Close 27.35
Sales Surprise 3.85% EPS Surprise 78.93% Sales Q/Q 26.39% Earnings May 07 AMC Avg Volume 5.20M Price 28.53
SMA20 -2.31% SMA50 -8.68% SMA200 -0.15% Trades
Volume 4,227,460 Change 4.31%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-21-24 Initiated Stifel
Buy
$40
Jan-30-24 Initiated Loop Capital
Hold
$23
Nov-28-23 Initiated Bernstein
Outperform
$34
Nov-08-23 Upgrade CapitalOne
Equal Weight → Overweight
$27
Nov-06-23 Initiated RBC Capital Mkts
Outperform
$22
Nov-03-23 Upgrade Wolfe Research
Peer Perform → Outperform
$21
Nov-03-23 Upgrade Guggenheim
Neutral → Buy
$23
Nov-02-23 Downgrade Canaccord Genuity
Buy → Hold
$26
Nov-02-23 Downgrade BofA Securities
Neutral → Underperform
$38 → $24
Oct-09-23 Initiated CapitalOne
Equal Weight
$35
Sep-01-23 Initiated Canaccord Genuity
Buy
$40
Jun-20-23 Initiated Wolfe Research
Peer Perform
Jun-14-23 Downgrade Guggenheim
Buy → Neutral
May-30-23 Initiated Needham
Buy
$35
Apr-12-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$29 → $30
Mar-29-23 Initiated Mizuho
Buy
$28
Feb-13-23 Initiated MoffettNathanson
Outperform
$36
Jan-27-23 Initiated Guggenheim
Buy
$29
Jan-27-23 Downgrade UBS
Buy → Neutral
$27 → $24
Jan-23-23 Upgrade Deutsche Bank
Hold → Buy
$32 → $28
Show Previous Ratings
Apr-22-24 05:50AM
Apr-19-24 08:00AM
(Investor's Business Daily)
Apr-16-24 09:00AM
Apr-15-24 12:06PM
Apr-11-24 04:56AM
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Mar-20-24 05:27AM
Mar-19-24 03:14PM
(Investor's Business Daily)
06:00AM
06:00AM
Mar-14-24 01:49AM
Mar-12-24 06:00PM
Mar-08-24 11:54PM
Mar-04-24 07:21AM
(Investor's Business Daily)
Feb-29-24 08:00AM
(Investor's Business Daily)
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Feb-27-24 06:30AM
03:29AM
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06:00AM
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12:45AM
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Feb-11-24 11:56PM
Feb-09-24 10:09AM
09:40AM
09:00AM
Feb-08-24 05:08PM
03:25PM
01:01PM
12:27PM
(The Wall Street Journal)
12:23PM
(Associated Press Finance)
12:15PM
12:00PM
10:12AM
09:45AM
07:40AM
(Thomson Reuters StreetEvents)
Feb-07-24 10:30PM
07:30PM
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(Associated Press Finance)
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Confluent, Inc. creates a data infrastructure platform focused on data in motion. The firm provides application architecture engagement, multi data center, security and upgrade engagement, and Amazon web services cloud deployment services. Its products include Confluent Cloud and Confluent Platform. The company was founded by Edward Jay Kreps, Neha Narkhede, and Jun Rao on September 1, 2014 and is headquartered in Mountain View, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Verbowski Chad CHIEF TECHNOLOGY OFFICER Mar 20 '24 Sale 31.20 8,086 252,283 532,072 Mar 22 05:03 PM Sivaram Rohan CHIEF FINANCIAL OFFICER Mar 20 '24 Sale 31.20 588 18,346 600,166 Mar 22 05:00 PM Liu Ying Christina CHIEF ACCOUNTING OFFICER Mar 20 '24 Sale 31.20 407 12,698 168,338 Mar 22 05:01 PM Caimi Lara Director Mar 11 '24 Sale 31.90 46,875 1,495,279 5,399 Mar 13 07:21 PM Schultz Erica PRESIDENT, FIELD OPERATIONS Mar 08 '24 Sale 33.03 63,729 2,104,970 706,715 Mar 12 07:01 PM Kreps Edward Jay CHIEF EXECUTIVE OFFICER Mar 06 '24 Sale 33.65 232,500 7,823,090 452,488 Mar 08 07:13 PM Schultz Erica PRESIDENT, FIELD OPERATIONS Mar 01 '24 Sale 33.91 63,729 2,161,033 706,715 Mar 05 07:07 PM Schultz Erica PRESIDENT, FIELD OPERATIONS Feb 26 '24 Sale 33.50 63,729 2,134,622 480,471 Feb 28 09:42 PM Sivaram Rohan CHIEF FINANCIAL OFFICER Feb 21 '24 Sale 32.15 7,234 232,573 320,212 Feb 23 06:52 PM Verbowski Chad CHIEF TECHNOLOGY OFFICER Feb 21 '24 Sale 32.15 5,963 191,710 404,412 Feb 23 06:48 PM Liu Ying Christina CHIEF ACCOUNTING OFFICER Feb 21 '24 Sale 32.15 4,109 132,104 123,497 Feb 23 06:49 PM Buscemi Stephanie CHIEF MARKETING OFFICER Feb 21 '24 Sale 32.15 2,724 87,577 109,002 Feb 23 06:46 PM Kreps Edward Jay CHIEF EXECUTIVE OFFICER Feb 20 '24 Sale 32.46 232,500 7,546,135 0 Feb 22 07:16 PM Volpi Michelangelo Director Feb 09 '24 Sale 31.73 637,268 20,222,425 0 Feb 13 05:00 PM Schultz Erica PRESIDENT, FIELD OPERATIONS Feb 09 '24 Sale 31.75 63,729 2,023,311 479,537 Feb 13 07:47 PM Verbowski Chad Chief Technology Officer Dec 21 '23 Sale 23.95 8,502 203,623 409,442 Dec 22 04:33 PM Sivaram Rohan Chief Financial Officer Dec 21 '23 Sale 23.95 858 20,549 326,512 Dec 22 04:34 PM Liu Ying Christina Chief Accounting Officer Dec 21 '23 Sale 23.95 594 14,226 126,671 Dec 22 04:31 PM Kreps Edward Jay Chief Executive Officer Dec 14 '23 Sale 25.24 232,500 5,869,179 0 Dec 15 05:18 PM Schultz Erica President, Field Operations Dec 11 '23 Sale 22.73 75,000 1,704,750 479,537 Dec 13 05:37 PM Schultz Erica President, Field Operations Dec 04 '23 Sale 23.81 75,000 1,785,950 479,537 Dec 05 04:15 PM Schultz Erica President, Field Operations Dec 01 '23 Sale 22.53 75,000 1,689,983 479,537 Dec 05 04:15 PM Volpi Michelangelo Director Nov 29 '23 Sale 21.12 318,635 6,731,005 0 Dec 01 04:00 PM Schultz Erica President, Field Operations Nov 29 '23 Sale 21.16 50,000 1,058,000 479,537 Nov 30 07:00 PM Verbowski Chad Chief Technology Officer Nov 21 '23 Sale 18.73 8,859 165,929 417,944 Nov 22 06:13 PM Sivaram Rohan Chief Financial Officer Nov 21 '23 Sale 18.73 5,278 98,857 327,370 Nov 22 06:15 PM Liu Ying Christina Chief Accounting Officer Nov 21 '23 Sale 18.73 4,240 79,415 127,265 Nov 22 06:14 PM Buscemi Stephanie Chief Marketing Officer Nov 21 '23 Sale 18.73 3,385 63,401 110,792 Nov 22 06:15 PM Schultz Erica President, Field Operations Nov 20 '23 Sale 19.28 50,000 964,000 479,537 Nov 22 06:11 PM Verbowski Chad Chief Technology Officer Sep 21 '23 Sale 29.80 8,519 253,866 426,803 Sep 25 07:15 PM Sivaram Rohan Chief Financial Officer Sep 21 '23 Sale 29.80 860 25,628 332,648 Sep 25 07:14 PM Liu Ying Christina Chief Accounting Officer Sep 21 '23 Sale 29.80 416 12,397 131,505 Sep 25 07:16 PM Chadwick Jonathan Director Sep 11 '23 Sale 33.79 16,625 561,814 14,203 Sep 13 07:05 PM Kreps Edward Jay Chief Executive Officer Sep 05 '23 Sale 33.27 232,500 7,735,009 0 Sep 07 07:02 PM Verbowski Chad Chief Technology Officer Aug 22 '23 Sale 32.14 8,745 281,064 435,322 Aug 24 08:38 PM Sivaram Rohan Chief Financial Officer Aug 22 '23 Sale 32.14 3,923 126,085 170,967 Aug 24 08:37 PM Liu Ying Christina Chief Accounting Officer Aug 22 '23 Sale 32.14 3,597 115,608 131,921 Aug 24 08:37 PM Buscemi Stephanie Chief Marketing Officer Aug 22 '23 Sale 32.14 3,342 107,412 114,177 Aug 24 08:40 PM Kreps Edward Jay Chief Executive Officer Aug 14 '23 Sale 33.42 232,500 7,771,188 0 Aug 16 07:47 PM Verbowski Chad Chief Technology Officer Jun 21 '23 Sale 33.28 8,203 272,996 444,067 Jun 23 06:01 PM Liu Ying Christina Chief Accounting Officer Jun 21 '23 Sale 33.28 406 13,512 135,518 Jun 23 06:02 PM Chadwick Jonathan Director Jun 12 '23 Sale 36.40 16,625 605,197 14,203 Jun 13 06:45 PM Schultz Erica President, Field Operations Jun 09 '23 Sale 36.17 50,000 1,808,500 479,537 Jun 12 07:00 PM Volpi Michelangelo Director Jun 07 '23 Sale 35.00 637,268 22,302,353 0 Jun 09 04:30 PM Schultz Erica President, Field Operations Jun 06 '23 Sale 36.11 100,000 3,611,000 479,537 Jun 08 07:13 PM Caimi Lara Director Jun 06 '23 Sale 36.75 7,688 282,518 5,399 Jun 07 07:31 PM Kreps Edward Jay Chief Executive Officer Jun 05 '23 Sale 34.88 232,500 8,110,389 0 Jun 07 07:32 PM Tomlinson Steffan Chief Financial Officer Jun 05 '23 Sale 35.03 66,667 2,335,345 313,671 Jun 07 07:32 PM Buscemi Stephanie Chief Marketing Officer Jun 05 '23 Sale 35.01 50,000 1,750,500 117,519 Jun 07 07:30 PM Buscemi Stephanie Chief Marketing Officer Jun 02 '23 Sale 33.48 27,193 910,422 117,519 Jun 05 08:00 PM Buscemi Stephanie Chief Marketing Officer Jun 01 '23 Sale 32.51 22,807 741,456 117,519 Jun 05 08:00 PM Volpi Michelangelo Director May 30 '23 Sale 30.87 318,635 9,836,868 0 Jun 01 04:30 PM Tomlinson Steffan Chief Financial Officer May 30 '23 Sale 30.05 66,667 2,003,343 313,671 Jun 01 06:16 PM Vishria Eric Director May 30 '23 Sale 30.07 50,000 1,503,355 1,503,212 Jun 01 06:27 PM Buscemi Stephanie Chief Marketing Officer May 30 '23 Sale 30.02 50,000 1,501,000 117,519 Jun 01 06:14 PM Chadwick Jonathan Director May 30 '23 Sale 30.03 49,875 1,497,746 7,688 Jun 01 06:18 PM Verbowski Chad Chief Technology Officer May 23 '23 Sale 28.82 8,376 241,396 452,270 May 25 06:19 PM Liu Ying Christina Chief Accounting Officer May 23 '23 Sale 28.82 3,496 100,755 135,924 May 25 06:18 PM Buscemi Stephanie Chief Marketing Officer May 23 '23 Sale 28.82 3,248 93,607 117,519 May 25 06:17 PM Kreps Edward Jay Chief Executive Officer May 15 '23 Sale 23.39 232,500 5,437,868 0 May 17 06:02 PM Volpi Michelangelo Director May 05 '23 Sale 23.00 637,268 14,657,625 0 May 09 04:30 PM
Index RUT P/E - EPS (ttm) -3.49 Insider Own 8.20% Shs Outstand 50.32M Perf Week 18.27%
Market Cap 124.25M Forward P/E - EPS next Y -1.80 Insider Trans -2.27% Shs Float 46.36M Perf Month 23.62%
Income -172.80M PEG - EPS next Q -0.55 Inst Own 109.96% Short Float 18.03% Perf Quarter -34.40%
Sales 130.38M P/S 0.95 EPS this Y 22.82% Inst Trans -4.70% Short Ratio 8.73 Perf Half Y -32.97%
Book/sh 2.44 P/B 1.01 EPS next Y 13.82% ROA -48.41% Short Interest 8.36M Perf Year -86.40%
Cash/sh 4.03 P/C 0.61 EPS next 5Y - ROE -93.69% 52W Range 1.92 - 24.13 Perf YTD -54.53%
Dividend Est. - P/FCF - EPS past 5Y -15.08% ROI -67.11% 52W High -89.81% Beta 1.88
Dividend TTM - Quick Ratio 4.37 Sales past 5Y 202.67% Gross Margin 22.24% 52W Low 28.13% ATR (14) 0.23
Dividend Ex-Date - Current Ratio 5.26 EPS Y/Y TTM -2.89% Oper. Margin -130.22% RSI (14) 54.47 Volatility 8.13% 9.57%
Employees 480 Debt/Eq 1.11 Sales Y/Y TTM 13.00% Profit Margin -132.54% Recom 2.25 Target Price 5.79
Option/Short Yes / Yes LT Debt/Eq 1.10 EPS Q/Q 10.34% Payout - Rel Volume 0.67 Prev Close 2.34
Sales Surprise 0.00% EPS Surprise 7.81% Sales Q/Q -4.69% Earnings May 08 AMC Avg Volume 957.42K Price 2.46
SMA20 12.70% SMA50 -6.79% SMA200 -67.49% Trades
Volume 645,842 Change 5.13%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-08-24 Initiated BTIG Research
Buy
$6
Apr-05-24 Upgrade CL King
Neutral → Buy
$6
Jan-12-24 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$14 → $6
Oct-13-23 Downgrade BofA Securities
Buy → Underperform
$32 → $3
Aug-17-23 Initiated CL King
Neutral
Nov-11-22 Initiated RBC Capital Mkts
Outperform
$23
Jul-14-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$48 → $20
Mar-02-22 Resumed BofA Securities
Buy
$50
Feb-17-22 Upgrade Morgan Stanley
Equal-Weight → Overweight
$50
Aug-18-21 Initiated Cowen
Outperform
$70
Apr-19-21 Initiated Wells Fargo
Overweight
$63
Dec-16-20 Initiated Oppenheimer
Perform
Oct-12-20 Initiated SVB Leerink
Mkt Perform
$60
Oct-12-20 Initiated Stifel
Buy
$54
Oct-12-20 Initiated Morgan Stanley
Equal-Weight
$48
Oct-12-20 Initiated Goldman
Buy
$54
Oct-12-20 Initiated BofA Securities
Buy
$54
Oct-12-20 Initiated Barclays
Overweight
Show Previous Ratings
Apr-19-24 08:30AM
Apr-18-24 01:36PM
Apr-17-24 08:30AM
Apr-15-24 08:30AM
Mar-13-24 04:02PM
03:34PM
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Mar-05-24 03:34PM
(The Wall Street Journal)
Feb-26-24 09:00AM
Feb-22-24 10:51AM
07:10AM
(Thomson Reuters StreetEvents)
Feb-21-24 04:49PM
04:05PM
Feb-20-24 04:25PM
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08:30AM
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08:30AM
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Oct-19-23 12:31PM
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(Thomson Reuters StreetEvents)
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Jun-13-22 04:01PM
Outset Medical, Inc. engages in the provision of dialysis solutions to patients and healthcare providers. Its product, Tablo Hemodialysis System (Tablo), offers technological advancement enabling novel, transformational dialysis care in acute and home settings. The company was founded in 2003 and is headquartered in San Jose, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Nash Marc SVP Operations and R&D Mar 15 '24 Sale 2.13 2,391 5,093 242,510 Mar 15 06:40 PM Ahmed Nabeel Chief Financial Officer Mar 01 '24 Sale 3.15 1,584 4,990 322,877 Mar 04 04:34 PM Trigg Leslie Chair and CEO Feb 15 '24 Sale 3.57 5,320 18,992 833,091 Feb 16 05:29 PM Ahmed Nabeel Chief Financial Officer Feb 15 '24 Sale 3.57 4,403 15,719 312,594 Feb 16 05:24 PM Brottem John L. General Counsel Feb 15 '24 Sale 3.57 3,341 11,927 245,046 Feb 16 05:26 PM Williamson Steven S. Chief Commercial Officer Feb 15 '24 Sale 3.57 2,500 8,925 320,347 Feb 16 05:31 PM Racine Jean-Olivier Chief Technology Officer Feb 15 '24 Sale 3.57 1,866 6,662 271,830 Feb 16 05:28 PM Nash Marc SVP Operations and R&D Feb 15 '24 Sale 3.57 617 2,203 243,100 Feb 16 05:27 PM Nash Marc SVP Operations and R&D Jan 16 '24 Sale 429.00 678 290,862 243,717 Jan 17 08:01 PM Trigg Leslie Chair and CEO Jan 16 '24 Sale 4.29 8,126 34,861 838,411 Jan 17 08:03 PM Ahmed Nabeel Chief Financial Officer Jan 16 '24 Sale 4.29 1,726 7,405 316,997 Jan 17 07:59 PM Brottem John L. General Counsel Jan 16 '24 Sale 4.29 1,480 6,349 248,387 Jan 17 08:00 PM Williamson Steven S. Chief Commercial Officer Jan 16 '24 Sale 4.29 996 4,273 322,847 Jan 17 08:04 PM Porter Stacey L. Chief People Officer Jan 16 '24 Sale 4.29 768 3,295 61,448 Jan 17 08:02 PM Racine Jean-Olivier Chief Technology Officer Jan 16 '24 Sale 4.29 723 3,102 273,696 Jan 17 08:03 PM Trigg Leslie Chair and CEO Jan 08 '24 Sale 5.49 14,188 77,892 389,099 Jan 08 08:34 PM Ahmed Nabeel Chief Financial Officer Jan 08 '24 Sale 5.49 10,709 58,792 76,819 Jan 08 08:29 PM Brottem John L. General Counsel Jan 08 '24 Sale 5.49 7,344 40,319 48,807 Jan 08 08:30 PM Williamson Steven S. Chief Commercial Officer Jan 08 '24 Sale 5.49 7,055 38,732 105,939 Jan 08 08:35 PM Porter Stacey L. Chief People Officer Jan 08 '24 Sale 5.49 4,766 26,165 58,630 Jan 08 08:31 PM Racine Jean-Olivier Chief Technology Officer Jan 08 '24 Sale 5.49 3,905 21,438 73,781 Jan 08 08:33 PM Williamson Steven S. Chief Commercial Officer Nov 16 '23 Sale 4.76 3,584 17,060 112,994 Nov 17 04:22 PM Trigg Leslie Chair and CEO Nov 16 '23 Sale 4.76 3,175 15,113 403,287 Nov 17 04:19 PM Ahmed Nabeel Chief Financial Officer Nov 16 '23 Sale 4.76 1,643 7,821 87,528 Nov 17 04:08 PM Brottem John L. General Counsel Nov 16 '23 Sale 4.76 1,431 6,812 56,151 Nov 17 04:15 PM Racine Jean-Olivier Chief Technology Officer Nov 16 '23 Sale 4.76 790 3,760 77,686 Nov 17 04:18 PM Porter Stacey L. Chief People Officer Nov 16 '23 Sale 4.76 671 3,194 63,396 Nov 17 04:17 PM Nash Marc SVP Operations and R&D Nov 16 '23 Sale 4.76 562 2,675 44,757 Nov 17 04:15 PM Ahmed Nabeel Chief Financial Officer Sep 01 '23 Sale 13.61 545 7,417 89,171 Sep 05 04:04 PM Trigg Leslie Chair and CEO Aug 16 '23 Sale 15.10 3,028 45,723 406,461 Aug 17 04:41 PM Ahmed Nabeel Chief Financial Officer Aug 16 '23 Sale 15.10 1,565 23,632 89,171 Aug 17 04:26 PM Brottem John L. General Counsel Aug 16 '23 Sale 15.10 1,364 20,596 57,581 Aug 17 04:28 PM Racine Jean-Olivier Chief Technology Officer Aug 16 '23 Sale 15.10 752 11,355 78,475 Aug 17 04:39 PM Porter Stacey L. Chief People Officer Aug 16 '23 Sale 15.10 638 9,634 64,066 Aug 17 04:37 PM Williamson Steven S. Chief Commercial Officer Aug 16 '23 Sale 15.10 635 9,588 116,577 Aug 17 04:43 PM Nash Marc SVP Operations and R&D Aug 16 '23 Sale 15.10 535 8,078 44,998 Aug 17 04:34 PM Trigg Leslie Chair and CEO Aug 01 '23 Option Exercise 4.11 20,000 82,200 429,489 Aug 03 04:11 PM Trigg Leslie Chair and CEO Aug 01 '23 Sale 20.22 20,000 404,462 409,489 Aug 03 04:11 PM Ahmed Nabeel Chief Financial Officer Aug 01 '23 Sale 20.07 990 19,869 90,736 Aug 03 04:10 PM Brottem John L. General Counsel Jul 19 '23 Option Exercise 9.48 1,415 13,414 60,360 Jul 20 04:01 PM Brottem John L. General Counsel Jul 19 '23 Sale 20.00 1,415 28,300 58,945 Jul 20 04:01 PM Trigg Leslie Chair and CEO Jul 03 '23 Option Exercise 4.11 20,000 82,200 429,489 Jul 05 05:39 PM Trigg Leslie Chair and CEO Jul 03 '23 Sale 20.90 20,000 417,944 409,489 Jul 05 05:39 PM Ahmed Nabeel Chief Financial Officer Jul 03 '23 Sale 21.70 990 21,483 91,726 Jul 05 05:38 PM Brottem John L. General Counsel Jun 20 '23 Option Exercise 9.48 1,414 13,405 60,359 Jun 21 04:01 PM Brottem John L. General Counsel Jun 20 '23 Sale 21.97 1,414 31,066 58,945 Jun 21 04:01 PM Trigg Leslie Chair and CEO Jun 01 '23 Option Exercise 4.11 20,000 82,200 429,489 Jun 01 06:08 PM Trigg Leslie Chair and CEO Jun 01 '23 Sale 21.10 20,000 421,920 409,489 Jun 01 06:08 PM Ahmed Nabeel Chief Financial Officer Jun 01 '23 Sale 20.83 990 20,622 92,716 Jun 01 05:31 PM Brottem John L. General Counsel May 17 '23 Option Exercise 9.48 1,415 13,414 61,677 May 17 06:26 PM Brottem John L. General Counsel May 17 '23 Sale 20.08 2,732 54,859 58,945 May 17 06:26 PM Trigg Leslie Chair and CEO May 16 '23 Sale 19.91 2,962 58,973 409,489 May 16 08:30 PM Ahmed Nabeel Chief Financial Officer May 16 '23 Sale 19.91 1,532 30,502 93,706 May 16 08:32 PM Brottem John L. General Counsel May 16 '23 Sale 19.91 1,335 26,580 60,262 May 17 06:26 PM Racine Jean-Olivier Chief Technology Officer May 16 '23 Sale 19.91 735 14,634 79,227 May 16 08:35 PM Williamson Steven S. Chief Commercial Officer May 16 '23 Sale 19.91 681 13,559 117,212 May 16 08:28 PM Porter Stacey L. Chief People Officer May 16 '23 Sale 19.91 626 12,464 64,704 May 16 08:34 PM Williamson Steven S. Chief Commercial Officer May 08 '23 Sale 19.83 10,000 198,300 117,893 May 08 05:59 PM Trigg Leslie Chair and CEO May 03 '23 Option Exercise 4.05 40,000 161,983 432,451 May 05 06:11 PM Brottem John L. General Counsel May 03 '23 Option Exercise 9.48 1,414 13,405 63,011 May 05 06:13 PM Trigg Leslie Chair and CEO May 03 '23 Sale 20.00 40,000 800,180 412,451 May 05 06:11 PM Brottem John L. General Counsel May 03 '23 Sale 20.00 1,414 28,280 61,597 May 05 06:13 PM Ahmed Nabeel Chief Financial Officer May 03 '23 Sale 20.00 990 19,800 95,238 May 05 06:16 PM
Index S&P 500 P/E 24.12 EPS (ttm) 22.06 Insider Own 0.06% Shs Outstand 136.00M Perf Week 0.69%
Market Cap 69.91B Forward P/E 17.12 EPS next Y 31.07 Insider Trans -35.02% Shs Float 131.33M Perf Month -0.11%
Income 3.00B PEG 2.27 EPS next Q 6.36 Inst Own 86.95% Short Float 1.11% Perf Quarter 9.61%
Sales 301.51B P/S 0.23 EPS this Y 6.45% Inst Trans -1.30% Short Ratio 2.15 Perf Half Y 17.49%
Book/sh -15.67 P/B - EPS next Y 12.52% ROA 4.64% Short Interest 1.46M Perf Year 47.84%
Cash/sh 15.09 P/C 35.25 EPS next 5Y 10.61% ROE - 52W Range 352.34 - 543.00 Perf YTD 14.91%
Dividend Est. 2.39 (0.45%) P/FCF 22.38 EPS past 5Y 139.16% ROI 60.04% 52W High -2.03% Beta 0.45
Dividend TTM 2.40 (0.45%) Quick Ratio 0.50 Sales past 5Y 6.64% Gross Margin 3.88% 52W Low 50.99% ATR (14) 8.82
Dividend Ex-Date Feb 29, 2024 Current Ratio 0.92 EPS Y/Y TTM 0.94% Oper. Margin 1.21% RSI (14) 54.28 Volatility 1.95% 1.52%
Employees 51000 Debt/Eq - Sales Y/Y TTM 10.08% Profit Margin 0.99% Recom 1.70 Target Price 570.70
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q -42.26% Payout 8.35% Rel Volume 0.56 Prev Close 527.32
Sales Surprise 3.80% EPS Surprise 9.91% Sales Q/Q 14.77% Earnings May 07 AMC Avg Volume 680.68K Price 532.00
SMA20 0.26% SMA50 1.42% SMA200 13.94% Trades
Volume 490,789 Change 0.89%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-26-24 Initiated Leerink Partners
Outperform
$600
Jan-03-24 Initiated Barclays
Overweight
$537
Dec-14-23 Initiated Wells Fargo
Equal Weight
$502
Mar-31-23 Initiated Citigroup
Buy
$420
Aug-22-22 Resumed Morgan Stanley
Overweight
Jul-06-22 Downgrade Argus
Buy → Hold
Jun-07-22 Upgrade Deutsche Bank
Hold → Buy
$343 → $378
Apr-01-22 Resumed Credit Suisse
Outperform
$333
Feb-04-22 Downgrade Deutsche Bank
Buy → Hold
$262 → $270
Jan-07-22 Upgrade Credit Suisse
Neutral → Outperform
Nov-02-21 Reiterated Jefferies
Buy
$270 → $280
Nov-02-21 Reiterated Evercore ISI
Outperform
$225 → $230
Nov-02-21 Reiterated BofA Securities
Buy
$237 → $250
Nov-02-21 Reiterated Barclays
Overweight
$255 → $270
Mar-30-21 Upgrade Argus
Hold → Buy
$230
Nov-02-20 Upgrade Barclays
Equal Weight → Overweight
$166
Aug-04-20 Upgrade Deutsche Bank
Hold → Buy
$202
May-22-20 Upgrade Wolfe Research
Peer Perform → Outperform
May-15-20 Upgrade UBS
Neutral → Buy
$151 → $160
Apr-23-20 Resumed Credit Suisse
Neutral
$146
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McKesson Corp. engages in providing healthcare services. It operates through the following segments: U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs. The RxTS segment offers prescription price transparency, benefit insight, dispensing support services, third-party logistics, and wholesale distribution. The Medical-Surgical Solutions segment provides medical-surgical supply distribution, logistics, and other services to healthcare providers. The International segment refers to the distribution and services to wholesale, institutional, and retail customers in Europe and Canada. The company was founded by John McKesson and Charles Olcott in 1833 and is headquartered in Irving, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
TYLER BRIAN S. Chief Executive Officer Mar 15 '24 Option Exercise 159.00 3,473 552,207 46,918 Mar 18 06:35 PM TYLER BRIAN S. Chief Executive Officer Mar 15 '24 Sale 524.55 3,473 1,821,762 43,445 Mar 18 06:35 PM Rutledge Napoleon B JR SVP, Controller & CAO Mar 04 '24 Sale 529.99 190 100,698 887 Mar 05 05:24 PM Rutledge Napoleon B JR SVP, Controller & CAO Mar 01 '24 Option Exercise 0.00 785 0 1,260 Mar 05 05:24 PM Smith LeAnn B EVP & Chief HR Officer Feb 13 '24 Sale 496.00 186 92,256 1,511 Feb 14 04:54 PM Smith LeAnn B EVP & Chief HR Officer Feb 10 '24 Option Exercise 0.00 507 0 1,832 Feb 12 05:07 PM TYLER BRIAN S. Chief Executive Officer Jan 03 '24 Option Exercise 138.73 14,026 1,945,896 53,563 Jan 04 04:51 PM TYLER BRIAN S. Chief Executive Officer Jan 03 '24 Sale 480.00 14,026 6,732,480 43,445 Jan 04 04:51 PM TYLER BRIAN S. Chief Executive Officer Nov 07 '23 Sale 457.51 23,963 10,963,281 43,445 Nov 09 04:07 PM Smith LeAnn B EVP & Chief HR Officer Nov 03 '23 Sale 461.26 660 304,432 1,325 Nov 06 09:22 AM TYLER BRIAN S. Chief Executive Officer Oct 12 '23 Option Exercise 138.73 10,521 1,459,618 74,997 Oct 13 05:20 PM TYLER BRIAN S. Chief Executive Officer Oct 12 '23 Sale 460.00 10,521 4,839,660 67,408 Oct 13 05:20 PM TYLER BRIAN S. Chief Executive Officer Oct 09 '23 Option Exercise 159.00 3,471 551,889 70,879 Oct 11 04:07 PM TYLER BRIAN S. Chief Executive Officer Oct 09 '23 Sale 450.00 3,471 1,561,950 67,408 Oct 11 04:07 PM TYLER BRIAN S. Chief Executive Officer Oct 06 '23 Sale 446.86 25,246 11,281,342 67,408 Oct 11 04:07 PM TYLER BRIAN S. Chief Executive Officer Sep 08 '23 Sale 422.58 25,246 10,668,523 92,654 Sep 11 04:25 PM TYLER BRIAN S. Chief Executive Officer Sep 06 '23 Sale 407.00 3,938 1,602,766 117,900 Sep 07 05:41 PM TYLER BRIAN S. Chief Executive Officer Aug 11 '23 Option Exercise 159.00 3,471 551,889 125,309 Aug 14 04:32 PM TYLER BRIAN S. Chief Executive Officer Aug 11 '23 Sale 440.00 3,471 1,527,240 121,838 Aug 14 04:32 PM TYLER BRIAN S. Chief Executive Officer Aug 03 '23 Sale 422.60 3,938 1,664,199 121,838 Aug 07 12:28 PM TYLER BRIAN S. Chief Executive Officer Jul 06 '23 Sale 419.01 3,938 1,650,061 125,776 Jul 07 04:26 PM TYLER BRIAN S. Chief Executive Officer Jun 29 '23 Option Exercise 159.00 3,471 551,889 133,185 Jun 30 03:59 PM TYLER BRIAN S. Chief Executive Officer Jun 29 '23 Sale 420.00 3,471 1,457,820 129,714 Jun 30 03:59 PM TYLER BRIAN S. Chief Executive Officer Jun 13 '23 Option Exercise 159.00 3,471 551,889 133,185 Jun 14 02:10 PM TYLER BRIAN S. Chief Executive Officer Jun 13 '23 Sale 400.00 3,471 1,388,400 129,714 Jun 14 02:10 PM Rodgers Thomas L EVP, Chief Strategy & BDO Jun 06 '23 Sale 395.70 645 255,226 2,544 Jun 07 04:33 PM Rodgers Thomas L EVP, Chief Strategy & BDO Jun 05 '23 Option Exercise 0.00 1,073 0 3,617 Jun 07 04:33 PM TYLER BRIAN S. Chief Executive Officer Jun 05 '23 Sale 391.25 3,938 1,540,742 130,996 Jun 07 04:07 PM Vitalone Britt J. EVP & CFO May 31 '23 Sale 373.28 13,330 4,975,822 14,028 Jun 01 05:54 PM Schechter Lori A. EVP, Chief Legal Officer & GC May 31 '23 Sale 373.28 11,195 4,178,870 186 Jun 01 05:53 PM Rodgers Thomas L EVP, Chief Strategy & BDO May 31 '23 Sale 373.28 6,044 2,256,104 2,544 Jun 01 05:54 PM Avila Nancy EVP, CIO & CTO May 31 '23 Sale 373.28 5,759 2,149,720 4,631 Jun 01 05:53 PM Vitalone Britt J. EVP & CFO May 30 '23 Sale 383.89 3,205 1,230,367 27,358 May 31 04:55 PM Schechter Lori A. EVP, Chief Legal Officer & GC May 30 '23 Sale 383.89 2,542 975,848 11,381 May 31 04:56 PM Avila Nancy EVP, CIO & CTO May 30 '23 Sale 383.89 1,330 510,574 10,390 May 31 05:09 PM Rodgers Thomas L EVP, Chief Strategy & BDO May 30 '23 Sale 383.89 536 205,765 8,588 May 31 04:55 PM Avila Nancy EVP, CIO & CTO May 26 '23 Option Exercise 0.00 1,207 0 12,686 May 31 05:09 PM TYLER BRIAN S. Chief Executive Officer May 26 '23 Option Exercise 0.00 10,278 0 130,664 May 31 05:07 PM Vitalone Britt J. EVP & CFO May 26 '23 Option Exercise 0.00 2,905 0 32,690 May 31 04:55 PM Schechter Lori A. EVP, Chief Legal Officer & GC May 26 '23 Option Exercise 0.00 2,329 0 15,466 May 31 04:56 PM Vitalone Britt J. EVP & CFO May 26 '23 Sale 394.38 983 387,676 30,563 May 31 04:55 PM Schechter Lori A. EVP, Chief Legal Officer & GC May 26 '23 Sale 394.38 640 252,403 13,923 May 31 04:56 PM Avila Nancy EVP, CIO & CTO May 26 '23 Sale 394.38 491 193,641 11,720 May 31 05:09 PM Rodgers Thomas L EVP, Chief Strategy & BDO May 26 '23 Sale 394.38 356 140,399 9,124 May 31 04:55 PM Schechter Lori A. EVP, Chief Legal Officer & GC May 25 '23 Option Exercise 0.00 1,772 0 13,793 May 26 05:16 PM Rodgers Thomas L EVP, Chief Strategy & BDO May 25 '23 Option Exercise 0.00 884 0 9,828 May 26 05:15 PM Vitalone Britt J. EVP & CFO May 25 '23 Option Exercise 0.00 2,381 0 30,722 May 26 05:15 PM TYLER BRIAN S. Chief Executive Officer May 25 '23 Option Exercise 0.00 8,333 0 124,552 May 26 05:17 PM Avila Nancy EVP, CIO & CTO May 25 '23 Option Exercise 0.00 986 0 11,867 May 26 05:17 PM Smith LeAnn B EVP & Chief HR Officer May 25 '23 Option Exercise 0.00 1,752 0 2,191 May 26 05:16 PM Smith LeAnn B EVP & Chief HR Officer May 24 '23 Option Exercise 0.00 446 0 695 May 26 05:16 PM Avila Nancy EVP, CIO & CTO May 24 '23 Option Exercise 0.00 811 0 11,201 May 26 05:17 PM TYLER BRIAN S. Chief Executive Officer May 24 '23 Option Exercise 0.00 5,272 0 118,849 May 26 05:17 PM Vitalone Britt J. EVP & CFO May 24 '23 Option Exercise 0.00 1,622 0 28,980 May 26 05:15 PM Rodgers Thomas L EVP, Chief Strategy & BDO May 24 '23 Option Exercise 0.00 588 0 9,176 May 26 05:15 PM Schechter Lori A. EVP, Chief Legal Officer & GC May 24 '23 Option Exercise 0.00 1,056 0 12,437 May 26 05:16 PM TYLER BRIAN S. Chief Executive Officer May 16 '23 Option Exercise 182.77 11,125 2,033,316 86,862 May 17 03:35 PM TYLER BRIAN S. Chief Executive Officer May 16 '23 Sale 391.15 11,125 4,351,544 75,737 May 17 03:35 PM TYLER BRIAN S. Chief Executive Officer May 10 '23 Option Exercise 182.77 18,542 3,388,921 94,279 May 11 07:46 PM TYLER BRIAN S. Chief Executive Officer May 10 '23 Sale 386.04 18,542 7,157,954 75,737 May 11 07:46 PM
Index RUT P/E - EPS (ttm) -6.51 Insider Own 3.15% Shs Outstand 156.35M Perf Week 5.32%
Market Cap 1.30B Forward P/E 10.42 EPS next Y 0.80 Insider Trans -5.31% Shs Float 151.60M Perf Month -4.26%
Income -1002.24M PEG - EPS next Q 0.20 Inst Own 107.51% Short Float 14.48% Perf Quarter -38.35%
Sales 442.74M P/S 2.94 EPS this Y 110.57% Inst Trans -3.30% Short Ratio 4.78 Perf Half Y -9.97%
Book/sh -2.21 P/B - EPS next Y 16.99% ROA -127.54% Short Interest 21.95M Perf Year -22.70%
Cash/sh 0.59 P/C 14.12 EPS next 5Y - ROE -654.88% 52W Range 7.53 - 15.70 Perf YTD -27.36%
Dividend Est. - P/FCF 7.10 EPS past 5Y -28.37% ROI -601.74% 52W High -47.07% Beta 0.56
Dividend TTM - Quick Ratio 0.84 Sales past 5Y 5.56% Gross Margin 99.64% 52W Low 10.36% ATR (14) 0.35
Dividend Ex-Date - Current Ratio 0.84 EPS Y/Y TTM -668.17% Oper. Margin 39.17% RSI (14) 45.16 Volatility 3.78% 3.67%
Employees 267 Debt/Eq - Sales Y/Y TTM 7.83% Profit Margin -226.37% Recom 1.17 Target Price 18.00
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q -102.65% Payout - Rel Volume 0.46 Prev Close 8.06
Sales Surprise 0.07% EPS Surprise -105.00% Sales Q/Q 9.66% Earnings Feb 15 BMO Avg Volume 4.59M Price 8.31
SMA20 2.54% SMA50 -18.59% SMA200 -20.02% Trades
Volume 2,539,491 Change 3.10%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-17-24 Initiated Craig Hallum
Buy
$21
Dec-14-23 Initiated Wells Fargo
Overweight
$20
Nov-09-23 Initiated Jefferies
Buy
$21
Sep-28-23 Initiated JMP Securities
Mkt Outperform
$22
Sep-02-22 Initiated CapitalOne
Overweight
$15
Apr-22-22 Initiated Piper Sandler
Overweight
$16
Sep-30-20 Downgrade Wells Fargo
Overweight → Equal Weight
$14 → $9
Jun-17-20 Initiated Northland Capital
Outperform
$14
Jul-10-19 Resumed Credit Suisse
Neutral
Mar-27-19 Upgrade Morgan Stanley
Underweight → Equal-Weight
Feb-25-19 Upgrade H.C. Wainwright
Sell → Neutral
$14
Jan-24-19 Upgrade JP Morgan
Underweight → Neutral
Nov-07-18 Downgrade JP Morgan
Neutral → Underweight
Nov-07-18 Downgrade Credit Suisse
Outperform → Neutral
Jul-23-18 Initiated H.C. Wainwright
Sell
$12.50
May-09-18 Downgrade Morgan Stanley
Equal-Weight → Underweight
Jan-05-18 Downgrade BofA/Merrill
Buy → Underperform
Dec-06-17 Downgrade Mizuho
Buy → Neutral
$16
Jul-21-17 Downgrade JP Morgan
Overweight → Neutral
May-03-17 Initiated Wells Fargo
Outperform
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Ironwood Pharmaceuticals, Inc. is a healthcare company, which engages in the development and commercialization of Gastrointestinal (GI) products. It operates through the Human Therapeutics segment. The company was founded on January 5, 1998 and is headquartered in Boston, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Shetzline Michael CMO,SVP,Head-Res&Drug Mar 08 '24 Option Exercise 0.00 34,936 0 429,847 Mar 12 04:05 PM John Minardo Chief Legal Officer Mar 08 '24 Option Exercise 0.00 32,752 0 311,975 Mar 12 04:05 PM MCCOURT Thomas A Chief Executive Officer Mar 08 '24 Option Exercise 0.00 120,298 0 1,217,948 Mar 12 04:05 PM Davis Andrew SVP, Chief Business Officer Mar 08 '24 Option Exercise 0.00 37,120 0 310,756 Mar 12 04:05 PM Emany Sravan Kumar SVP, Chief Financial Officer Mar 08 '24 Option Exercise 0.00 37,120 0 338,853 Mar 12 04:05 PM Duane Jon R Director Mar 06 '24 Buy 8.70 6,920 60,204 121,028 Mar 08 04:05 PM Emany Sravan Kumar SVP, Chief Financial Officer Mar 04 '24 Buy 9.38 10,684 100,216 301,733 Mar 06 04:05 PM MCCOURT Thomas A Chief Executive Officer Feb 12 '24 Sale 15.24 177,164 2,699,979 832,774 Feb 14 08:35 PM John Minardo Chief Legal Officer Feb 12 '24 Sale 15.24 47,380 722,071 224,796 Feb 14 09:01 PM Shetzline Michael CMO,SVP,Head-Res&Drug Feb 12 '24 Sale 15.24 38,618 588,538 340,484 Feb 14 08:53 PM Davis Andrew SVP, Chief Business Officer Feb 12 '24 Sale 15.24 9,846 150,053 208,324 Feb 14 08:42 PM Silver Ronald Principal Accounting Officer Feb 12 '24 Sale 15.24 7,908 120,518 134,264 Feb 14 08:50 PM Kessler Marla L Director Dec 14 '23 Sale 11.19 9,926 111,072 96,572 Dec 18 04:09 PM Davis Andrew SVP, Chief Business Officer Nov 20 '23 Sale 9.69 3,287 31,851 217,374 Nov 22 04:05 PM Emany Sravan Kumar SVP, Chief Financial Officer Sep 15 '23 Buy 8.32 36,072 300,119 188,730 Sep 18 05:07 PM John Minardo Chief Legal Officer Aug 14 '23 Sale 10.04 7,045 70,732 192,195 Aug 16 04:20 PM Silver Ronald Principal Accounting Officer Aug 14 '23 Sale 10.04 1,976 19,839 134,172 Aug 16 04:21 PM MCCOURT Thomas A Chief Executive Officer May 30 '23 Sale 10.70 26,632 284,962 758,284 Jun 01 05:45 PM MCCOURT Thomas A Chief Executive Officer May 22 '23 Sale 10.12 36,000 364,320 784,916 May 24 04:05 PM Shetzline Michael CMO,SVP,Head-Res&Drug May 22 '23 Sale 10.12 10,324 104,479 321,131 May 24 04:05 PM Davis Andrew SVP, Chief Business Officer May 22 '23 Sale 10.12 6,305 63,807 219,327 May 24 04:05 PM MCCOURT Thomas A Chief Executive Officer May 08 '23 Sale 10.62 21,148 224,592 820,916 May 10 04:05 PM
Index - P/E - EPS (ttm) -1.97 Insider Own 5.21% Shs Outstand 84.88M Perf Week -2.67%
Market Cap 4.79B Forward P/E - EPS next Y -4.06 Insider Trans -3.49% Shs Float 80.46M Perf Month -21.23%
Income -153.61M PEG - EPS next Q -2.00 Inst Own 65.75% Short Float 18.34% Perf Quarter -14.78%
Sales 371.21M P/S 12.90 EPS this Y -203.03% Inst Trans -0.04% Short Ratio 8.42 Perf Half Y 41.80%
Book/sh 23.52 P/B 2.40 EPS next Y 30.93% ROA -6.87% Short Interest 14.76M Perf Year 13.07%
Cash/sh 19.95 P/C 2.83 EPS next 5Y - ROE -8.17% 52W Range 37.55 - 91.10 Perf YTD -9.89%
Dividend Est. - P/FCF - EPS past 5Y 10.83% ROI -7.29% 52W High -38.08% Beta 1.78
Dividend TTM - Quick Ratio 17.54 Sales past 5Y 33402.13% Gross Margin 65.88% 52W Low 50.23% ATR (14) 2.86
Dividend Ex-Date - Current Ratio 17.54 EPS Y/Y TTM 76.72% Oper. Margin -53.64% RSI (14) 30.03 Volatility 5.32% 3.79%
Employees 407 Debt/Eq 0.13 Sales Y/Y TTM 30885.48% Profit Margin -41.38% Recom 2.21 Target Price 87.61
Option/Short Yes / Yes LT Debt/Eq 0.12 EPS Q/Q 177.83% Payout - Rel Volume 0.67 Prev Close 55.66
Sales Surprise 42.76% EPS Surprise 1559.13% Sales Q/Q 3353333.33% Earnings Feb 21 BMO Avg Volume 1.75M Price 56.41
SMA20 -10.45% SMA50 -22.15% SMA200 -5.31% Trades
Volume 1,190,566 Change 1.35%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-15-24 Initiated Wolfe Research
Peer Perform
Dec-11-23 Downgrade TD Cowen
Market Perform → Underperform
$30
Oct-17-23 Downgrade Cantor Fitzgerald
Overweight → Neutral
Sep-27-23 Initiated Mizuho
Buy
$82
Aug-17-23 Upgrade Citigroup
Neutral → Buy
May-30-23 Initiated William Blair
Outperform
$75
Apr-13-23 Initiated Cantor Fitzgerald
Overweight
$72
Mar-21-23 Initiated Bernstein
Mkt Perform
$44
Mar-17-23 Initiated Bryan Garnier
Buy
$70
Mar-07-23 Initiated Robert W. Baird
Neutral
$46
Oct-11-22 Initiated Morgan Stanley
Underweight
$37
Aug-09-22 Downgrade Barclays
Overweight → Equal Weight
$99 → $88
Jun-23-22 Downgrade Evercore ISI
Outperform → In-line
$66 → $60
Jun-17-22 Initiated BMO Capital Markets
Outperform
$98
Apr-28-22 Initiated Credit Suisse
Neutral
$78
Dec-07-21 Initiated Cowen
Market Perform
Oct-19-21 Initiated SVB Leerink
Outperform
$126
Jun-14-21 Upgrade Citigroup
Sell → Neutral
$55 → $132
Apr-21-21 Upgrade Jefferies
Hold → Buy
$172
Mar-04-21 Initiated JMP Securities
Mkt Outperform
$160
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CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kulkarni Samarth Chief Executive Officer Apr 15 '24 Option Exercise 19.12 19,582 374,408 227,704 Apr 17 05:45 PM Kulkarni Samarth Chief Executive Officer Apr 15 '24 Sale 59.91 19,582 1,173,232 208,122 Apr 17 05:45 PM Kulkarni Samarth Chief Executive Officer Mar 15 '24 Option Exercise 19.12 20,000 382,400 228,122 Mar 18 05:45 PM Kulkarni Samarth Chief Executive Officer Mar 15 '24 Sale 72.48 20,000 1,449,628 208,122 Mar 18 05:45 PM Prasad Raju Chief Financial Officer Mar 15 '24 Sale 72.69 3,524 256,160 6,476 Mar 18 05:45 PM Kulkarni Samarth Chief Executive Officer Mar 12 '24 Sale 74.44 4,583 341,159 208,122 Mar 12 05:45 PM KASINGER JAMES R. General Counsel and Secretary Mar 12 '24 Sale 74.44 1,146 85,308 61,174 Mar 12 05:45 PM Kulkarni Samarth Chief Executive Officer Mar 11 '24 Sale 78.26 9,802 767,105 203,705 Mar 12 05:45 PM KASINGER JAMES R. General Counsel and Secretary Mar 11 '24 Sale 78.26 2,801 219,206 60,070 Mar 12 05:45 PM Kulkarni Samarth Chief Executive Officer Feb 20 '24 Sale 79.67 6,370 507,498 194,257 Feb 21 05:45 PM KASINGER JAMES R. General Counsel and Secretary Feb 20 '24 Sale 79.67 1,913 152,409 57,371 Feb 21 05:45 PM Kulkarni Samarth Chief Executive Officer Feb 15 '24 Option Exercise 19.12 20,000 382,400 207,377 Feb 16 05:45 PM Kulkarni Samarth Chief Executive Officer Feb 15 '24 Sale 80.36 20,000 1,607,177 187,377 Feb 16 05:45 PM Kulkarni Samarth Chief Executive Officer Jan 29 '24 Option Exercise 19.12 50,000 956,000 237,377 Jan 31 05:45 PM Kulkarni Samarth Chief Executive Officer Jan 29 '24 Sale 60.51 50,000 3,025,573 187,377 Jan 31 05:45 PM Kulkarni Samarth Chief Executive Officer Jan 16 '24 Option Exercise 19.12 20,000 382,400 207,377 Jan 18 05:45 PM Kulkarni Samarth Chief Executive Officer Jan 16 '24 Sale 62.50 20,000 1,250,058 187,377 Jan 18 05:45 PM Kulkarni Samarth Chief Executive Officer May 30 '23 Option Exercise 19.12 25,000 478,000 412,377 Jun 01 05:44 PM Kulkarni Samarth Chief Executive Officer May 30 '23 Sale 64.88 25,000 1,621,894 387,377 Jun 01 05:44 PM Kulkarni Samarth Chief Executive Officer Apr 25 '23 Option Exercise 19.12 25,000 478,000 412,377 Apr 27 05:37 PM Kulkarni Samarth Chief Executive Officer Apr 25 '23 Sale 50.67 25,000 1,266,638 387,377 Apr 27 05:37 PM
Index RUT P/E 26.14 EPS (ttm) 3.13 Insider Own 2.98% Shs Outstand 24.77M Perf Week 6.98%
Market Cap 2.03B Forward P/E 16.30 EPS next Y 5.02 Insider Trans -8.61% Shs Float 24.13M Perf Month 0.13%
Income 79.20M PEG 1.16 EPS next Q 0.94 Inst Own 91.91% Short Float 1.94% Perf Quarter 32.53%
Sales 376.59M P/S 5.40 EPS this Y 13.50% Inst Trans 1.11% Short Ratio 2.90 Perf Half Y 65.78%
Book/sh 19.02 P/B 4.30 EPS next Y 19.86% ROA 7.64% Short Interest 0.47M Perf Year 54.80%
Cash/sh - P/C - EPS next 5Y 22.50% ROE 18.50% 52W Range 46.09 - 86.25 Perf YTD 47.41%
Dividend Est. - P/FCF 17.53 EPS past 5Y 32.14% ROI 15.11% 52W High -5.15% Beta 0.22
Dividend TTM - Quick Ratio - Sales past 5Y 39.64% Gross Margin - 52W Low 77.50% ATR (14) 2.37
Dividend Ex-Date - Current Ratio 1.43 EPS Y/Y TTM 54.47% Oper. Margin 28.70% RSI (14) 61.50 Volatility 2.67% 2.79%
Employees 213 Debt/Eq 0.11 Sales Y/Y TTM 15.13% Profit Margin 21.03% Recom 1.89 Target Price 88.67
Option/Short Yes / Yes LT Debt/Eq 0.11 EPS Q/Q 40.53% Payout 0.00% Rel Volume 0.73 Prev Close 79.84
Sales Surprise 1.86% EPS Surprise 18.20% Sales Q/Q 18.92% Earnings Feb 14 AMC Avg Volume 161.25K Price 81.81
SMA20 2.87% SMA50 6.79% SMA200 33.71% Trades
Volume 122,114 Change 2.47%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-08-24 Downgrade JP Morgan
Overweight → Neutral
$79 → $85
Mar-14-24 Upgrade Jefferies
Hold → Buy
$78 → $88
May-16-23 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$59 → $64
Jan-10-23 Downgrade Evercore ISI
Outperform → In-line
$52
Dec-12-22 Initiated Jefferies
Hold
$55
Oct-18-22 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Oct-12-22 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$88 → $90
Jun-22-22 Upgrade Piper Sandler
Neutral → Overweight
$70
Dec-15-21 Upgrade JMP Securities
Mkt Perform → Mkt Outperform
$85
Nov-08-21 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Apr-16-21 Resumed JP Morgan
Overweight
$120 → $91
Mar-26-21 Upgrade Barclays
Equal Weight → Overweight
$94
Nov-17-20 Initiated Barclays
Equal Weight
$82
Nov-12-20 Downgrade Piper Sandler
Overweight → Neutral
$110 → $95
Oct-16-19 Initiated JMP Securities
Mkt Outperform
$50
May-15-19 Initiated William Blair
Outperform
May-13-19 Initiated SunTrust
Buy
$27
May-13-19 Initiated Keefe Bruyette
Outperform
$24
May-13-19 Initiated Evercore ISI
Outperform
May-13-19 Initiated Barclays
Equal Weight
$20
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Palomar Holdings, Inc. is a specialty insurance company, which engages in the provision of property and casualty insurance products to individuals and businesses. The firm focuses on the residential and commercial earthquake markets in earthquake-exposed states such as California, Oregon, and Washington and states with exposure to the New Madrid Seismic Zone. It offers property and casualty insurance. The company was founded by Armstrong Mac and Fisher Heath in February 2014 and is headquartered in La Jolla, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Uchida T Christopher Chief Financial Officer Apr 17 '24 Option Exercise 15.00 1,000 15,000 26,344 Apr 18 04:39 PM Christianson Jon President Apr 17 '24 Sale 76.30 2,000 152,595 57,761 Apr 18 04:39 PM Uchida T Christopher Chief Financial Officer Apr 17 '24 Sale 76.30 1,000 76,296 25,344 Apr 18 04:39 PM Armstrong Mac CEO and Chairman Mar 21 '24 Sale 82.62 7,000 578,316 475,388 Mar 25 04:58 PM Christianson Jon President Mar 14 '24 Sale 82.09 10,000 820,884 59,761 Mar 18 06:58 PM Uchida T Christopher Chief Financial Officer Mar 14 '24 Sale 81.99 2,500 204,970 25,344 Mar 18 07:00 PM Uchida T Christopher Chief Financial Officer Mar 12 '24 Sale 74.00 1,000 74,000 27,844 Mar 13 05:34 PM Uchida T Christopher Chief Financial Officer Mar 11 '24 Option Exercise 15.00 1,000 15,000 30,844 Mar 13 05:34 PM Uchida T Christopher Chief Financial Officer Mar 11 '24 Sale 73.43 2,000 146,860 28,844 Mar 13 05:34 PM BRADLEY THOMAS A Director Mar 05 '24 Buy 74.30 1,500 111,450 1,500 Mar 07 05:34 PM Grant Angela L. Chief Legal Officer Mar 04 '24 Sale 75.29 2,000 150,580 103 Mar 05 04:22 PM Armstrong Mac CEO and Chairman Feb 29 '24 Sale 75.75 7,000 530,270 482,388 Mar 04 05:20 PM Uchida T Christopher Chief Financial Officer Feb 16 '24 Sale 74.36 750 55,770 29,844 Feb 16 06:36 PM Uchida T Christopher Chief Financial Officer Feb 15 '24 Sale 67.00 750 50,250 30,594 Feb 16 06:36 PM Uchida T Christopher Chief Financial Officer Feb 14 '24 Option Exercise 15.00 1,000 15,000 32,344 Feb 16 06:36 PM Christianson Jon President Feb 14 '24 Sale 60.00 2,000 120,000 69,521 Feb 16 05:32 PM Uchida T Christopher Chief Financial Officer Feb 14 '24 Sale 59.45 1,000 59,450 31,344 Feb 16 06:36 PM Grant Angela L. Chief Legal Officer Jan 31 '24 Option Exercise 0.00 713 0 2,276 Feb 02 07:40 PM Knutzen Jonathan Chief Risk Officer Jan 31 '24 Option Exercise 0.00 890 0 15,412 Feb 02 07:40 PM Christianson Jon President Jan 31 '24 Option Exercise 0.00 995 0 71,877 Feb 02 07:40 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 31 '24 Option Exercise 0.00 692 0 4,021 Feb 02 07:39 PM Armstrong Mac CEO and Chairman Jan 31 '24 Option Exercise 0.00 4,266 0 48,383 Feb 02 07:39 PM Uchida T Christopher Chief Financial Officer Jan 31 '24 Option Exercise 0.00 1,054 0 31,725 Feb 02 07:39 PM Armstrong Mac CEO and Chairman Jan 31 '24 Sale 59.19 1,541 91,213 46,842 Feb 02 07:39 PM Uchida T Christopher Chief Financial Officer Jan 31 '24 Sale 59.19 381 22,552 31,344 Feb 02 07:39 PM Christianson Jon President Jan 31 '24 Sale 59.19 356 21,073 71,521 Feb 02 07:40 PM Knutzen Jonathan Chief Risk Officer Jan 31 '24 Sale 59.19 296 17,521 15,116 Feb 02 07:40 PM Grant Angela L. Chief Legal Officer Jan 31 '24 Sale 59.19 256 15,153 2,020 Feb 02 07:40 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 31 '24 Sale 59.19 250 14,798 3,771 Feb 02 07:39 PM Knutzen Jonathan Chief Risk Officer Jan 27 '24 Option Exercise 0.00 371 0 14,658 Jan 30 07:29 PM Uchida T Christopher Chief Financial Officer Jan 27 '24 Option Exercise 0.00 513 0 30,885 Jan 30 07:26 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 27 '24 Option Exercise 0.00 231 0 3,426 Jan 30 07:28 PM Grant Angela L. Chief Legal Officer Jan 27 '24 Option Exercise 0.00 247 0 1,666 Jan 30 07:27 PM Christianson Jon President Jan 27 '24 Option Exercise 0.00 464 0 71,076 Jan 30 07:24 PM Armstrong Mac CEO and Chairman Jan 27 '24 Option Exercise 0.00 2,630 0 45,069 Jan 30 07:25 PM Armstrong Mac CEO and Chairman Jan 27 '24 Sale 60.13 952 57,243 44,117 Jan 30 07:25 PM Uchida T Christopher Chief Financial Officer Jan 27 '24 Sale 60.13 214 12,868 30,671 Jan 30 07:26 PM Christianson Jon President Jan 27 '24 Sale 60.13 194 11,665 70,882 Jan 30 07:24 PM Knutzen Jonathan Chief Risk Officer Jan 27 '24 Sale 60.13 136 8,178 14,522 Jan 30 07:29 PM Grant Angela L. Chief Legal Officer Jan 27 '24 Sale 60.13 103 6,193 1,563 Jan 30 07:27 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 27 '24 Sale 60.13 97 5,833 3,329 Jan 30 07:28 PM Knutzen Jonathan Chief Risk Officer Jan 26 '24 Option Exercise 0.00 889 0 14,611 Jan 30 07:29 PM Uchida T Christopher Chief Financial Officer Jan 26 '24 Option Exercise 0.00 1,080 0 30,766 Jan 30 07:26 PM Grant Angela L. Chief Legal Officer Jan 26 '24 Option Exercise 0.00 1,969 0 1,947 Jan 30 07:27 PM Armstrong Mac CEO and Chairman Jan 26 '24 Option Exercise 0.00 5,397 0 44,392 Jan 30 07:25 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 26 '24 Option Exercise 0.00 1,969 0 3,726 Jan 30 07:28 PM Christianson Jon President Jan 26 '24 Option Exercise 0.00 1,016 0 71,035 Jan 30 07:24 PM Armstrong Mac CEO and Chairman Jan 26 '24 Sale 60.13 1,953 117,433 42,439 Jan 30 07:25 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 26 '24 Sale 60.13 804 48,344 2,413 Jan 30 07:28 PM Grant Angela L. Chief Legal Officer Jan 26 '24 Sale 60.13 801 48,163 634 Jan 30 07:27 PM Christianson Jon President Jan 26 '24 Sale 60.13 423 25,435 70,612 Jan 30 07:24 PM Uchida T Christopher Chief Financial Officer Jan 26 '24 Sale 60.13 394 23,691 30,372 Jan 30 07:26 PM Knutzen Jonathan Chief Risk Officer Jan 26 '24 Sale 60.13 324 19,482 14,287 Jan 30 07:29 PM Uchida T Christopher Chief Financial Officer Jan 17 '24 Option Exercise 15.00 1,000 15,000 30,686 Jan 18 04:16 PM Uchida T Christopher Chief Financial Officer Jan 17 '24 Sale 60.30 1,000 60,300 29,686 Jan 18 04:16 PM Christianson Jon President Jan 12 '24 Sale 60.00 2,000 120,000 70,019 Jan 16 06:33 PM Grant Angela L. Chief Legal Officer Jan 01 '24 Option Exercise 0.00 433 0 433 Jan 03 06:37 PM Christianson Jon President Jan 01 '24 Option Exercise 0.00 813 0 72,360 Jan 03 06:39 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 01 '24 Option Exercise 0.00 402 0 2,199 Jan 03 06:40 PM Armstrong Mac CEO and Chairman Jan 01 '24 Option Exercise 0.00 4,611 0 40,831 Jan 03 06:41 PM Uchida T Christopher Chief Financial Officer Jan 01 '24 Option Exercise 0.00 899 0 30,062 Jan 03 06:42 PM Knutzen Jonathan Chief Risk Officer Jan 01 '24 Option Exercise 0.00 650 0 13,961 Jan 03 06:43 PM Armstrong Mac CEO and Chairman Jan 01 '24 Sale 54.51 1,836 100,086 38,995 Jan 03 06:41 PM Uchida T Christopher Chief Financial Officer Jan 01 '24 Sale 54.51 376 20,496 29,686 Jan 03 06:42 PM Christianson Jon President Jan 01 '24 Sale 54.52 341 18,590 72,019 Jan 03 06:39 PM Knutzen Jonathan Chief Risk Officer Jan 01 '24 Sale 54.51 239 13,029 13,722 Jan 03 06:43 PM Grant Angela L. Chief Legal Officer Jan 01 '24 Sale 54.51 182 9,921 251 Jan 03 06:37 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 01 '24 Sale 54.51 169 9,213 2,030 Jan 03 06:40 PM Uchida T Christopher Chief Financial Officer Dec 13 '23 Option Exercise 15.00 1,000 15,000 30,163 Dec 14 07:31 PM Christianson Jon President Dec 13 '23 Sale 60.77 2,000 121,543 71,547 Dec 14 07:31 PM Uchida T Christopher Chief Financial Officer Dec 13 '23 Sale 61.04 1,000 61,040 29,163 Dec 14 07:31 PM Johnson Michelle Antoinette Chief People & Prod. Officer Dec 05 '23 Sale 63.36 815 51,635 1,797 Dec 07 04:29 PM Knutzen Jonathan Chief Risk Officer Nov 18 '23 Option Exercise 0.00 2,447 0 14,065 Nov 21 04:02 PM Christianson Jon President Nov 18 '23 Option Exercise 0.00 4,079 0 74,966 Nov 21 04:02 PM Christianson Jon President Nov 18 '23 Sale 59.10 1,419 83,863 73,547 Nov 21 04:02 PM Knutzen Jonathan Chief Risk Officer Nov 18 '23 Sale 59.10 754 44,561 13,311 Nov 21 04:02 PM Uchida T Christopher Chief Financial Officer Nov 15 '23 Option Exercise 15.00 1,000 15,000 26,365 Nov 15 08:09 PM Christianson Jon President Nov 15 '23 Sale 60.00 2,000 120,000 70,887 Nov 15 08:08 PM Uchida T Christopher Chief Financial Officer Nov 15 '23 Sale 60.00 1,000 60,000 25,365 Nov 15 08:09 PM Christianson Jon President Nov 13 '23 Sale 60.11 4,000 240,447 72,887 Nov 15 08:08 PM Grant Angela L. Chief Legal Officer Nov 08 '23 Sale 56.60 1,712 96,899 0 Nov 13 05:33 PM Uchida T Christopher Chief Financial Officer Nov 02 '23 Option Exercise 15.00 2,000 30,000 27,365 Nov 06 04:34 PM Uchida T Christopher Chief Financial Officer Nov 02 '23 Sale 56.80 2,000 113,600 25,365 Nov 06 04:34 PM Armstrong Mac CEO and Chairman Sep 08 '23 Option Exercise 0.00 1,213 0 36,822 Sep 22 05:38 PM Christianson Jon President Sep 08 '23 Option Exercise 0.00 430 0 77,036 Sep 22 05:38 PM Uchida T Christopher Chief Financial Officer Sep 08 '23 Option Exercise 0.00 394 0 25,502 Sep 22 05:38 PM Knutzen Jonathan Chief Risk Officer Sep 08 '23 Option Exercise 0.00 364 0 11,730 Sep 22 05:39 PM Johnson Michelle Antoinette Chief People & Prod. Officer Sep 08 '23 Option Exercise 0.00 242 0 2,696 Sep 22 05:38 PM Armstrong Mac CEO and Chairman Aug 09 '23 Sale 57.23 10,000 572,334 489,388 Aug 09 06:07 PM Armstrong Mac CEO and Chairman Aug 08 '23 Sale 57.32 30,000 1,719,694 499,388 Aug 09 06:07 PM Armstrong Mac CEO and Chairman Aug 07 '23 Sale 58.42 40,000 2,336,851 529,388 Aug 09 06:07 PM Armstrong Mac CEO and Chairman Jul 15 '23 Option Exercise 0.00 25,000 0 48,227 Sep 22 05:38 PM Christianson Jon President Jun 23 '23 Sale 60.04 3,992 239,672 76,401 Jun 27 04:08 PM Uchida T Christopher Chief Financial Officer Jun 21 '23 Option Exercise 15.00 1,000 15,000 26,108 Jun 21 08:11 PM Uchida T Christopher Chief Financial Officer Jun 21 '23 Sale 58.10 1,000 58,100 25,108 Jun 21 08:11 PM Christianson Jon President Jun 08 '23 Sale 60.09 2,008 120,653 80,393 Jun 09 06:49 PM Uchida T Christopher Chief Financial Officer May 31 '23 Option Exercise 15.00 2,000 30,000 27,108 Jun 01 05:25 PM Uchida T Christopher Chief Financial Officer May 31 '23 Sale 55.00 2,000 110,000 25,108 Jun 01 05:25 PM
Index - P/E - EPS (ttm) -0.54 Insider Own 66.80% Shs Outstand 200.99M Perf Week 8.95%
Market Cap 18.56B Forward P/E 153.23 EPS next Y 0.22 Insider Trans -1.90% Shs Float 182.78M Perf Month -9.14%
Income -286.73M PEG - EPS next Q 0.01 Inst Own 26.97% Short Float 6.59% Perf Quarter 3.50%
Sales 937.38M P/S 19.80 EPS this Y 69.39% Inst Trans 3.63% Short Ratio 3.09 Perf Half Y 47.72%
Book/sh 1.68 P/B 20.11 EPS next Y 85.54% ROA -17.11% Short Interest 12.04M Perf Year 52.12%
Cash/sh 0.99 P/C 33.89 EPS next 5Y - ROE -30.94% 52W Range 16.63 - 40.54 Perf YTD 0.99%
Dividend Est. - P/FCF - EPS past 5Y -4.47% ROI -28.85% 52W High -16.85% Beta 1.59
Dividend TTM - Quick Ratio 1.29 Sales past 5Y 68.97% Gross Margin 73.65% 52W Low 102.71% ATR (14) 1.50
Dividend Ex-Date - Current Ratio 1.32 EPS Y/Y TTM -11.09% Oper. Margin -26.66% RSI (14) 51.30 Volatility 4.26% 3.98%
Employees 2895 Debt/Eq 0.11 Sales Y/Y TTM 43.65% Profit Margin -30.59% Recom 1.86 Target Price 41.85
Option/Short Yes / Yes LT Debt/Eq 0.09 EPS Q/Q -103.02% Payout - Rel Volume 1.26 Prev Close 31.35
Sales Surprise -0.68% EPS Surprise 48.70% Sales Q/Q 48.08% Earnings Mar 07 AMC Avg Volume 3.90M Price 33.71
SMA20 -0.33% SMA50 -2.66% SMA200 13.55% Trades
Volume 4,894,514 Change 7.53%
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Samsara, Inc. develops Internet connected sensor systems. It combines plug-and-play sensors, wireless connectivity, and cloud-hosted software integrated for deployment. The company was founded by John Bicket and Sanjit Biswas in 2015 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Biswas Sanjit CHIEF EXECUTIVE OFFICER Apr 16 '24 Sale 30.73 96,000 2,950,277 1,115,921 Apr 18 04:56 PM Bicket John SEE REMARKS Apr 16 '24 Sale 30.73 96,000 2,950,268 1,019,382 Apr 18 04:59 PM Eltoukhy Adam SEE REMARKS Apr 15 '24 Sale 30.78 10,422 320,832 535,149 Apr 17 04:53 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Apr 10 '24 Sale 32.56 38,251 1,245,343 1,211,921 Apr 11 05:07 PM Bicket John SEE REMARKS Apr 10 '24 Sale 32.56 38,230 1,244,750 1,115,382 Apr 11 05:05 PM Bicket John SEE REMARKS Apr 09 '24 Sale 33.48 57,770 1,933,995 1,153,612 Apr 11 05:05 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Apr 09 '24 Sale 33.48 57,749 1,933,373 1,250,172 Apr 11 05:07 PM Bicket John SEE REMARKS Apr 02 '24 Sale 34.69 96,000 3,330,059 57,600 Apr 03 04:49 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Apr 02 '24 Sale 34.69 96,000 3,330,049 57,600 Apr 03 04:51 PM Phillips Dominic SEE REMARKS Apr 01 '24 Sale 36.49 21,690 791,512 1,137,252 Apr 03 04:48 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Mar 26 '24 Sale 39.26 96,000 3,768,749 1,307,921 Mar 28 04:18 PM Bicket John SEE REMARKS Mar 26 '24 Sale 39.26 96,000 3,768,628 1,211,382 Mar 28 04:15 PM Caimi Lara PRESIDENT, WORLDWIDE FIELD OPS Mar 26 '24 Sale 39.00 19,379 755,781 1,196,989 Mar 28 04:21 PM GCGM Investment Holdings, LP 10% Owner Mar 22 '24 Sale 36.98 68,904 2,548,070 0 Mar 26 04:47 PM Taneja Hemant Director Mar 22 '24 Sale 36.98 68,904 2,548,070 0 Mar 26 04:47 PM Caimi Lara PRESIDENT, WORLDWIDE FIELD OPS Mar 21 '24 Sale 37.26 19,379 722,007 1,216,368 Mar 25 05:09 PM Bicket John SEE REMARKS Mar 20 '24 Sale 36.03 11,878 427,911 347,382 Mar 21 06:07 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Mar 20 '24 Sale 36.03 11,863 427,367 443,921 Mar 21 06:09 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Mar 19 '24 Sale 36.36 84,137 3,059,356 455,784 Mar 21 06:09 PM Bicket John SEE REMARKS Mar 19 '24 Sale 36.36 84,122 3,058,684 359,260 Mar 21 06:07 PM Eltoukhy Adam SEE REMARKS Mar 19 '24 Sale 36.47 10,737 391,535 535,149 Mar 19 08:27 PM Munk James Andrew CHIEF ACCOUNTING OFFICER Mar 19 '24 Sale 36.47 4,059 148,018 303,126 Mar 19 08:31 PM Chadwick Jonathan Director Mar 18 '24 Sale 36.52 12,206 445,741 436,013 Mar 19 08:24 PM Phillips Dominic SEE REMARKS Mar 15 '24 Sale 34.92 63,867 2,230,287 1,137,252 Mar 19 08:33 PM Caimi Lara PRESIDENT, WORLDWIDE FIELD OPS Mar 15 '24 Sale 34.98 35,112 1,228,177 1,235,747 Mar 19 08:22 PM Eltoukhy Adam SEE REMARKS Mar 15 '24 Sale 34.91 27,431 957,569 535,149 Mar 19 08:27 PM Munk James Andrew CHIEF ACCOUNTING OFFICER Mar 15 '24 Sale 35.46 9,714 344,499 307,185 Mar 19 08:31 PM Phillips Dominic SEE REMARKS Mar 15 '24 Sale 35.76 4 143 0 Mar 19 08:33 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Mar 12 '24 Sale 38.70 96,000 3,715,126 274,335 Mar 13 05:41 PM Bicket John SEE REMARKS Mar 12 '24 Sale 38.70 96,000 3,715,080 268,172 Mar 13 05:40 PM Eltoukhy Adam SEE REMARKS Mar 12 '24 Sale 38.71 72,300 2,798,914 194,735 Mar 13 05:44 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Mar 05 '24 Sale 33.20 96,000 3,186,878 19,200 Mar 07 04:08 PM Bicket John SEE REMARKS Mar 05 '24 Sale 33.20 96,000 3,186,826 19,200 Mar 07 04:06 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Feb 28 '24 Sale 33.24 15,658 520,469 370,335 Feb 29 05:54 PM Bicket John SEE REMARKS Feb 28 '24 Sale 33.24 15,346 510,026 364,172 Feb 29 05:52 PM Bicket John SEE REMARKS Feb 27 '24 Sale 33.73 80,654 2,720,855 379,518 Feb 29 05:52 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Feb 27 '24 Sale 33.74 80,342 2,710,378 385,993 Feb 29 05:54 PM Bicket John SEE REMARKS Feb 20 '24 Sale 32.70 96,000 3,139,525 460,172 Feb 22 04:32 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Feb 20 '24 Sale 32.70 96,000 3,139,438 466,335 Feb 22 04:35 PM Eltoukhy Adam SEE REMARKS Feb 15 '24 Sale 34.75 9,344 324,749 431,439 Feb 20 07:01 PM Bicket John SEE REMARKS Feb 13 '24 Sale 32.92 96,000 3,159,983 556,172 Feb 15 06:08 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Feb 13 '24 Sale 32.92 96,000 3,159,948 562,335 Feb 15 06:10 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Feb 07 '24 Sale 31.67 16,835 533,232 153,600 Feb 08 05:23 PM Bicket John SEE REMARKS Feb 07 '24 Sale 31.67 16,764 530,998 153,600 Feb 08 05:21 PM Bicket John SEE REMARKS Feb 06 '24 Sale 31.43 79,236 2,489,995 38,400 Feb 08 05:21 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Feb 06 '24 Sale 31.42 79,165 2,487,642 38,400 Feb 08 05:23 PM Bicket John SEE REMARKS Jan 31 '24 Sale 31.27 3,810 119,133 652,172 Feb 01 05:22 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Jan 31 '24 Sale 31.27 3,784 118,314 658,335 Feb 01 05:24 PM Biswas Sanjit CHIEF EXECUTIVE OFFICER Jan 30 '24 Sale 31.93 92,216 2,944,669 662,119 Feb 01 05:24 PM Bicket John SEE REMARKS Jan 30 '24 Sale 31.93 92,190 2,943,922 655,982 Feb 01 05:22 PM Biswas Sanjit Chief Executive Officer Jan 23 '24 Sale 32.50 96,000 3,120,011 754,335 Jan 25 04:27 PM Bicket John See remarks Jan 23 '24 Sale 32.50 96,000 3,119,931 748,172 Jan 25 04:26 PM Bicket John See remarks Jan 16 '24 Sale 33.85 96,000 3,249,931 844,172 Jan 18 05:43 PM Biswas Sanjit Chief Executive Officer Jan 16 '24 Sale 33.85 96,000 3,249,926 850,335 Jan 18 05:44 PM Eltoukhy Adam See remarks Jan 16 '24 Sale 33.84 9,344 316,174 707,818 Jan 18 05:45 PM Bicket John See remarks Jan 10 '24 Sale 32.90 9,026 296,991 940,172 Jan 11 04:22 PM Biswas Sanjit Chief Executive Officer Jan 10 '24 Sale 32.91 8,873 292,010 946,335 Jan 11 04:24 PM Biswas Sanjit Chief Executive Officer Jan 09 '24 Sale 32.63 87,127 2,843,337 955,208 Jan 11 04:24 PM Bicket John See remarks Jan 09 '24 Sale 32.63 86,974 2,837,657 949,198 Jan 11 04:22 PM Biswas Sanjit Chief Executive Officer Jan 02 '24 Sale 31.76 96,000 3,048,947 0 Jan 04 06:34 PM Bicket John See remarks Jan 02 '24 Sale 31.76 96,000 3,048,599 0 Jan 04 06:32 PM Bicket John See remarks Dec 26 '23 Sale 35.01 90,295 3,161,539 76,172 Dec 28 04:55 PM Biswas Sanjit Chief Executive Officer Dec 26 '23 Sale 35.01 90,012 3,151,732 82,335 Dec 28 04:56 PM BOSTROM SUSAN L Director Dec 26 '23 Sale 35.22 20,000 704,450 204,054 Dec 28 04:58 PM Biswas Sanjit Chief Executive Officer Dec 21 '23 Sale 33.15 20,185 669,098 172,347 Dec 21 09:04 PM Biswas Sanjit Chief Executive Officer Dec 20 '23 Sale 33.52 107,130 3,591,195 192,532 Dec 21 09:04 PM Bicket John See remarks Dec 20 '23 Sale 33.63 83,986 2,824,035 166,467 Dec 21 09:04 PM Caimi Lara President, Worldwide Field Ops Dec 19 '23 Sale 34.27 35,413 1,213,759 1,034,173 Dec 19 08:05 PM Eltoukhy Adam See remarks Dec 19 '23 Sale 34.23 9,628 329,518 717,162 Dec 19 08:06 PM Munk James Andrew Chief Accounting Officer Dec 19 '23 Sale 34.22 2,380 81,437 316,899 Dec 19 08:07 PM Chadwick Jonathan Director Dec 18 '23 Sale 34.58 12,206 422,100 448,219 Dec 19 08:11 PM Biswas Sanjit Chief Executive Officer Dec 15 '23 Sale 33.94 138,272 4,693,210 1,503,172 Dec 19 08:04 PM Phillips Dominic See remarks Dec 15 '23 Sale 33.93 120,872 4,100,618 1,735,016 Dec 19 08:10 PM Bicket John See remarks Dec 15 '23 Sale 33.94 91,223 3,096,148 440,349 Dec 19 08:03 PM Caimi Lara President, Worldwide Field Ops Dec 15 '23 Sale 33.94 38,456 1,305,330 1,069,586 Dec 19 08:05 PM Eltoukhy Adam See remarks Dec 15 '23 Sale 33.98 30,699 1,043,026 726,790 Dec 19 08:06 PM Munk James Andrew Chief Accounting Officer Dec 15 '23 Sale 33.99 13,495 458,664 319,279 Dec 19 08:07 PM Andreessen Horowitz LSV Fund I 10% Owner Dec 14 '23 Sale 35.51 270,325 9,599,420 0 Dec 15 09:06 PM AH Parallel Fund IV, L.P. 10% Owner Dec 14 '23 Sale 35.51 270,325 9,599,420 0 Dec 15 09:05 PM Andreessen Horowitz LSV Fund I 10% Owner Dec 14 '23 Sale 35.51 270,325 9,599,420 0 Dec 15 09:04 PM Andreessen Marc L Director Dec 14 '23 Sale 35.51 270,325 9,599,420 0 Dec 15 09:01 PM Bicket John See remarks Dec 12 '23 Sale 34.28 90,295 3,094,870 83,839 Dec 14 04:20 PM Biswas Sanjit Chief Executive Officer Dec 12 '23 Sale 34.28 89,800 3,078,082 47,124 Dec 14 04:21 PM BOSTROM SUSAN L Director Dec 12 '23 Sale 34.36 30,000 1,030,752 224,054 Dec 13 07:14 PM BOSTROM SUSAN L Director Dec 11 '23 Sale 34.12 10,000 341,195 254,054 Dec 13 07:14 PM Bicket John See remarks Dec 05 '23 Sale 34.35 90,295 3,101,211 174,134 Dec 06 04:26 PM Biswas Sanjit Chief Executive Officer Dec 05 '23 Sale 34.34 89,800 3,083,854 136,924 Dec 06 04:27 PM Phillips Dominic See remarks Dec 04 '23 Sale 33.43 74,500 2,490,788 1,855,888 Dec 06 04:24 PM Caimi Lara President, Worldwide Field Ops Dec 04 '23 Sale 33.21 20,540 682,133 1,108,042 Dec 06 04:22 PM Eltoukhy Adam See remarks Dec 04 '23 Sale 35.00 10,000 350,000 757,489 Dec 06 04:23 PM Bicket John See remarks Nov 29 '23 Sale 28.04 18,128 508,369 264,429 Nov 30 06:38 PM Biswas Sanjit Chief Executive Officer Nov 29 '23 Sale 28.02 16,326 457,449 226,724 Nov 30 06:39 PM Biswas Sanjit Chief Executive Officer Nov 28 '23 Sale 26.68 73,474 1,960,228 243,050 Nov 30 06:39 PM Bicket John See remarks Nov 28 '23 Sale 26.67 72,167 1,924,456 282,557 Nov 30 06:38 PM Bicket John See remarks Nov 22 '23 Sale 26.77 11,963 320,293 354,724 Nov 22 08:48 PM Biswas Sanjit Chief Executive Officer Nov 22 '23 Sale 26.77 11,380 304,632 316,524 Nov 22 08:50 PM Biswas Sanjit Chief Executive Officer Nov 21 '23 Sale 26.35 78,420 2,066,170 327,904 Nov 22 08:50 PM Bicket John See remarks Nov 21 '23 Sale 26.35 78,332 2,063,685 366,687 Nov 22 08:48 PM Bicket John See remarks Nov 14 '23 Sale 25.68 90,295 2,318,569 445,019 Nov 16 05:54 PM Biswas Sanjit Chief Executive Officer Nov 14 '23 Sale 25.67 89,800 2,305,597 406,324 Nov 16 05:55 PM
Index - P/E 11.91 EPS (ttm) 9.60 Insider Own 1.05% Shs Outstand 65.20M Perf Week 2.52%
Market Cap 7.50B Forward P/E 11.04 EPS next Y 10.35 Insider Trans -7.89% Shs Float 64.88M Perf Month -2.39%
Income 643.00M PEG 1.10 EPS next Q 2.06 Inst Own 86.89% Short Float 1.05% Perf Quarter 4.78%
Sales 8.16B P/S 0.92 EPS this Y 2.62% Inst Trans -0.69% Short Ratio 1.64 Perf Half Y 26.40%
Book/sh 54.26 P/B 2.11 EPS next Y 7.10% ROA 8.46% Short Interest 0.68M Perf Year 9.06%
Cash/sh 6.24 P/C 18.33 EPS next 5Y 10.80% ROE 19.24% 52W Range 89.54 - 118.83 Perf YTD 5.34%
Dividend Est. 3.22 (2.81%) P/FCF 10.12 EPS past 5Y 9.24% ROI 11.83% 52W High -3.79% Beta 0.81
Dividend TTM 3.05 (2.67%) Quick Ratio 1.10 Sales past 5Y 5.65% Gross Margin 22.87% 52W Low 27.69% ATR (14) 1.59
Dividend Ex-Date Mar 28, 2024 Current Ratio 1.92 EPS Y/Y TTM 31.24% Oper. Margin 13.20% RSI (14) 52.46 Volatility 1.37% 1.29%
Employees 11600 Debt/Eq 0.66 Sales Y/Y TTM 2.69% Profit Margin 7.88% Recom 1.89 Target Price 127.62
Option/Short Yes / Yes LT Debt/Eq 0.54 EPS Q/Q 15.43% Payout 31.05% Rel Volume 0.43 Prev Close 114.31
Sales Surprise -7.12% EPS Surprise 5.52% Sales Q/Q -3.32% Earnings May 08 BMO Avg Volume 415.09K Price 114.33
SMA20 0.21% SMA50 -0.38% SMA200 7.78% Trades
Volume 180,054 Change 0.02%
Date
Action
Analyst
Rating Change
Price Target Change
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Neutral → Buy
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Ingredion, Inc. engages in the development, production, and sale of food and beverage ingredients, primarily starches and sweeteners. The firm is involved in transforming corn, tapioca, potatoes, plant-based stevia, grains, fruits, gums, and vegetables into value-added ingredients and biomaterials for the food, beverage, brewing, and other industries. It operates through the following geographical segments: North America, South America, Asia-Pacific, and Europe, Middle East, and Africa (EMEA). The North America segment includes businesses in the United States, Mexico, and Canada. The South America segment refers to the businesses in Brazil, Colombia, Peru, Ecuador, and Argentina. The Asia-Pacific segment consists of businesses in Thailand, China, Japan, Australia, Indonesia, India, the Philippines, Malaysia, Singapore, New Zealand, and Vietnam. The EMEA segment focuses on the businesses in Germany, Pakistan, the United Kingdom, South Africa, and Poland. The company was founded in 1906 and is headquartered in Westchester, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Uribe Jorge A. Director Mar 29 '24 Sale 116.81 1 84 12,556 Apr 02 05:06 PM Gray James D Executive VP and CFO Mar 16 '24 Sale 114.75 1 68 46,258 Mar 18 06:25 PM Fernandes Larry SVP, Chief Comm & Sust Officer Mar 16 '24 Sale 114.75 1 62 28,818 Mar 18 06:18 PM Xu Jinghuai SVP, Chief Innovation Officer Mar 16 '24 Sale 114.75 0 46 22,684 Mar 18 06:40 PM O'Riordan Michael SVP, T&HS EMEA & Asia-Pacific Mar 16 '24 Sale 114.75 0 39 7,149 Mar 18 06:28 PM Ritchie Robert A. SVP, Food & Industrial Ingred. Mar 16 '24 Sale 114.75 0 20 15,822 Mar 18 06:36 PM Bastos-Evans Valdirene Sr. VP and Pres, APAC Mar 16 '24 Sale 114.75 0 19 15,769 Mar 18 06:13 PM Zallie James P. President and CEO Mar 04 '24 Sale 117.24 54,581 6,399,295 99,246 Mar 05 06:55 PM Gable Davida Marie VP, Controller & Global SS Mar 01 '24 Option Exercise 92.76 1,968 182,557 3,691 Mar 04 06:01 PM Gable Davida Marie VP, Controller & Global SS Mar 01 '24 Sale 117.38 1,968 230,997 1,723 Mar 04 06:01 PM Fernandes Larry SVP, Chief Comm & Sust Officer Feb 20 '24 Option Exercise 82.28 2,369 194,921 31,335 Feb 20 05:31 PM Fernandes Larry SVP, Chief Comm & Sust Officer Feb 20 '24 Sale 115.08 2,369 272,623 28,966 Feb 20 05:31 PM Fernandes Larry SVP, Chief Comm & Sust Officer Feb 09 '24 Sale 108.16 1 95 22,090 Feb 13 06:19 PM Xu Jinghuai SVP, Chief Innovation Officer Feb 09 '24 Sale 108.16 1 90 16,281 Feb 13 05:58 PM O'Riordan Michael SVP, T&HS EMEA & Asia-Pacific Feb 09 '24 Sale 108.16 1 86 4,619 Feb 13 06:40 PM Bastos-Evans Valdirene Sr. VP and Pres, APAC Feb 09 '24 Sale 108.16 1 76 10,194 Feb 13 05:54 PM Seip David Eric SVP, Global Ops and CSCO Feb 09 '24 Sale 108.16 1 62 16,299 Feb 14 07:08 PM Gray James D Executive VP and CFO Feb 09 '24 Sale 108.16 0 51 31,922 Feb 13 06:23 PM Zallie James P. President and CEO Feb 09 '24 Sale 108.16 0 42 96,767 Feb 13 06:01 PM Ritchie Robert A. SVP, Food & Industrial Ingred. Feb 09 '24 Sale 108.16 0 36 11,161 Feb 13 06:30 PM Seip David Eric SVP, Global Ops and CSCO Jan 23 '24 Sale 109.11 0 13 16,821 Feb 14 07:08 PM Seip David Eric SVP, Global Ops and CSCO Jan 11 '24 Sale 109.23 1 106 16,758 Jan 16 10:39 AM Uribe Jorge A. Director Dec 11 '23 Sale 103.99 0 47 12,483 Dec 12 06:01 PM Xu Jinghuai SVP, Chief Innovation Officer Oct 01 '23 Sale 98.40 0 1 16,675 Oct 03 09:40 PM Uribe Jorge A. Director Sep 29 '23 Sale 99.59 0 38 12,392 Oct 03 07:25 PM Seip David Eric SVP, Global Ops and CSCO Sep 05 '23 Buy 98.50 3,000 295,500 18,035 Sep 05 02:13 PM Fernandes Larry SVP, Chief Comm & Sust Officer Jul 18 '23 Option Exercise 59.58 2,779 165,573 23,025 Jul 19 05:30 PM Fernandes Larry SVP, Chief Comm & Sust Officer Jul 18 '23 Sale 110.10 2,779 305,968 20,246 Jul 19 05:30 PM Fernandes Larry SVP, Chief Comm & Sust Officer Jul 13 '23 Option Exercise 59.58 300 17,874 20,546 Jul 14 07:39 AM Fernandes Larry SVP, Chief Comm & Sust Officer Jul 13 '23 Sale 110.00 300 33,000 20,246 Jul 14 07:39 AM Fernandes Larry SVP, Chief Comm & Sust Officer Jul 12 '23 Option Exercise 59.58 1,921 114,453 22,167 Jul 12 06:00 PM Fernandes Larry SVP, Chief Comm & Sust Officer Jul 12 '23 Sale 110.01 1,921 211,332 20,246 Jul 12 06:00 PM Gray James D Executive VP and CFO Jun 02 '23 Option Exercise 59.58 2,710 161,462 35,670 Jun 05 12:01 PM Gray James D Executive VP and CFO Jun 02 '23 Sale 106.00 2,710 287,260 32,960 Jun 05 12:01 PM Gray James D Executive VP and CFO Jun 01 '23 Option Exercise 59.58 5,000 297,900 37,960 Jun 01 05:18 PM Gray James D Executive VP and CFO Jun 01 '23 Sale 104.90 5,000 524,500 32,960 Jun 01 05:18 PM Gable Davida Marie VP, Controller & Global SS May 24 '23 Option Exercise 88.66 1,164 103,200 2,335 May 26 02:47 PM Gable Davida Marie VP, Controller & Global SS May 24 '23 Sale 110.19 1,164 128,260 1,171 May 26 02:47 PM Fernandes Larry SVP, Chief Comm & Sust Officer May 04 '23 Option Exercise 59.58 1,746 104,027 21,992 May 04 03:44 PM Fernandes Larry SVP, Chief Comm & Sust Officer May 04 '23 Sale 108.61 1,746 189,637 20,246 May 04 03:44 PM
Index - P/E 30.00 EPS (ttm) 2.05 Insider Own 24.23% Shs Outstand 260.90M Perf Week 3.95%
Market Cap 18.95B Forward P/E 12.24 EPS next Y 5.03 Insider Trans -0.40% Shs Float 233.03M Perf Month -6.58%
Income 637.46M PEG 20.00 EPS next Q 1.19 Inst Own 56.86% Short Float 5.44% Perf Quarter -11.50%
Sales 4.53B P/S 4.19 EPS this Y -5.51% Inst Trans -0.54% Short Ratio 3.60 Perf Half Y -0.15%
Book/sh 26.07 P/B 2.36 EPS next Y 2.23% ROA 7.06% Short Interest 12.67M Perf Year -3.69%
Cash/sh 22.66 P/C 2.72 EPS next 5Y 1.50% ROE 8.96% 52W Range 58.87 - 75.90 Perf YTD -14.31%
Dividend Est. - P/FCF 12.88 EPS past 5Y - ROI 7.90% 52W High -18.82% Beta -0.06
Dividend TTM - Quick Ratio 4.38 Sales past 5Y 95.81% Gross Margin 74.72% 52W Low 4.67% ATR (14) 1.48
Dividend Ex-Date - Current Ratio 4.38 EPS Y/Y TTM 516.13% Oper. Margin 11.60% RSI (14) 44.35 Volatility 2.15% 2.14%
Employees 7420 Debt/Eq 0.01 Sales Y/Y TTM 3.06% Profit Margin 14.08% Recom 2.63 Target Price 78.03
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 368.46% Payout 0.00% Rel Volume 1.11 Prev Close 59.54
Sales Surprise 1.54% EPS Surprise 23.91% Sales Q/Q 2.56% Earnings Feb 26 AMC Avg Volume 3.51M Price 61.62
SMA20 -1.70% SMA50 -4.87% SMA200 -7.98% Trades
Volume 3,891,035 Change 3.49%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-18-24 Upgrade Rosenblatt
Neutral → Buy
$75
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Hold
$70
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Neutral → Underperform
$60
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Equal Weight → Underweight
$70
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Sell → Neutral
$66
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Buy
$83
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Underperform → Market Perform
$85
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Neutral
$75
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Buy → Neutral
$100 → $75
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Neutral
$80
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Overweight → Equal-Weight
$130 → $90
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Overweight → Neutral
$295 → $85
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Neutral
$83
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Sell
$86
Sep-13-22 Initiated KeyBanc Capital Markets
Sector Weight
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Buy → Hold
Aug-23-22 Downgrade BTIG Research
Buy → Neutral
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Neutral → Sell
$91
Aug-04-22 Initiated MKM Partners
Buy
$135
Jul-20-22 Initiated Bernstein
Mkt Perform
$122
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Zoom Video Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Bawa Aparna Chief Operating Officer Apr 18 '24 Sale 60.18 21,968 1,322,027 1,978 Apr 22 06:40 PM Steckelberg Kelly Chief Financial Officer Apr 17 '24 Sale 59.36 5,007 297,203 0 Apr 19 06:19 PM Yuan Eric S. Chief Executive Officer Apr 11 '24 Sale 62.45 2,420 151,123 92,720 Apr 12 06:13 PM Yuan Eric S. Chief Executive Officer Apr 10 '24 Sale 61.98 27,963 1,733,129 95,140 Apr 12 06:13 PM Sankarlingam Velchamy Pres. of Engineering & Product Apr 10 '24 Sale 62.22 13,876 863,320 77,845 Apr 12 06:15 PM Crehan Shane Chief Accounting Officer Apr 09 '24 Sale 62.97 5,099 321,084 0 Apr 09 08:31 PM Sankarlingam Velchamy Pres. of Engineering & Product Apr 09 '24 Sale 62.97 3,791 238,719 91,721 Apr 09 08:33 PM Yuan Eric S. Chief Executive Officer Apr 08 '24 Option Exercise 0.00 68,453 0 157,932 Apr 09 08:26 PM Steckelberg Kelly Chief Financial Officer Apr 08 '24 Option Exercise 0.00 33,217 0 116,364 Apr 09 08:28 PM Bawa Aparna Chief Operating Officer Apr 08 '24 Option Exercise 0.00 34,439 0 41,471 Apr 09 08:29 PM Sankarlingam Velchamy Pres. of Engineering & Product Apr 08 '24 Option Exercise 0.00 37,671 0 114,681 Apr 09 08:33 PM Yuan Eric S. Chief Executive Officer Apr 06 '24 Option Exercise 0.00 13,851 0 96,591 Apr 09 08:26 PM Steckelberg Kelly Chief Financial Officer Apr 06 '24 Option Exercise 0.00 10,388 0 87,623 Apr 09 08:28 PM Bawa Aparna Chief Operating Officer Apr 06 '24 Option Exercise 0.00 10,388 0 12,366 Apr 09 08:29 PM Crehan Shane Chief Accounting Officer Apr 06 '24 Option Exercise 0.00 3,463 0 6,556 Apr 09 08:31 PM Sankarlingam Velchamy Pres. of Engineering & Product Apr 06 '24 Option Exercise 0.00 10,388 0 82,344 Apr 09 08:33 PM Crehan Shane Chief Accounting Officer Apr 05 '24 Option Exercise 0.00 4,861 0 4,861 Apr 09 08:31 PM Steckelberg Kelly Chief Financial Officer Apr 03 '24 Sale 63.39 5,007 317,410 0 Apr 05 05:34 PM Subotovsky Santiago Director Apr 01 '24 Sale 65.38 1,100 71,919 154,459 Apr 03 07:33 PM Steckelberg Kelly Chief Financial Officer Mar 20 '24 Sale 66.46 5,007 332,764 0 Mar 21 07:47 PM Bawa Aparna Chief Operating Officer Mar 18 '24 Sale 66.60 816 54,342 1,978 Mar 20 05:18 PM Crehan Shane Chief Accounting Officer Mar 12 '24 Sale 70.00 1,931 135,170 0 Mar 12 07:15 PM Sankarlingam Velchamy Pres. of Engineering & Product Mar 12 '24 Sale 70.00 1,553 108,710 71,956 Mar 12 07:17 PM Crehan Shane Chief Accounting Officer Mar 09 '24 Option Exercise 0.00 3,013 0 3,013 Mar 12 07:15 PM Sankarlingam Velchamy Pres. of Engineering & Product Mar 09 '24 Option Exercise 0.00 7,030 0 77,091 Mar 12 07:17 PM Chadwick Jonathan Director Mar 07 '24 Option Exercise 0.00 126 0 1,260 Mar 11 07:25 PM Steckelberg Kelly Chief Financial Officer Mar 06 '24 Sale 67.08 5,007 335,866 0 Mar 08 06:03 PM Yuan Eric S. Chief Executive Officer Mar 05 '24 Sale 67.01 2,420 162,173 82,740 Mar 06 07:47 PM Bawa Aparna Chief Operating Officer Mar 04 '24 Option Exercise 0.00 1,711 0 3,689 Mar 06 07:48 PM Yuan Eric S. Chief Executive Officer Mar 04 '24 Sale 69.84 2,420 169,025 85,160 Mar 06 07:47 PM Subotovsky Santiago Director Mar 04 '24 Sale 69.83 2,067 144,343 155,559 Mar 06 07:50 PM Subotovsky Santiago Director Feb 09 '24 Sale 65.88 2,067 136,180 157,626 Feb 13 07:34 PM Yuan Eric S. Chief Executive Officer Feb 06 '24 Sale 63.63 2,421 154,039 87,580 Feb 07 07:46 PM Yuan Eric S. Chief Executive Officer Feb 05 '24 Sale 63.69 2,421 154,186 90,001 Feb 07 07:46 PM Bawa Aparna Chief Operating Officer Jan 18 '24 Sale 67.00 19,207 1,286,778 1,978 Jan 22 07:38 PM Crehan Shane Chief Accounting Officer Jan 11 '24 Sale 68.34 4,480 306,163 0 Jan 16 08:00 PM Yuan Eric S. Chief Executive Officer Jan 10 '24 Sale 68.00 23,540 1,600,647 92,422 Jan 10 08:23 PM Sankarlingam Velchamy Pres. of Engineering & Product Jan 10 '24 Sale 67.98 15,611 1,061,231 70,061 Jan 10 08:47 PM Yuan Eric S. Chief Executive Officer Jan 09 '24 Sale 68.42 2,421 165,649 115,962 Jan 10 08:23 PM Sankarlingam Velchamy Pres. of Engineering & Product Jan 08 '24 Option Exercise 0.00 37,671 0 102,530 Jan 10 08:47 PM Steckelberg Kelly Chief Financial Officer Jan 08 '24 Option Exercise 0.00 33,217 0 89,302 Jan 10 08:45 PM Bawa Aparna Chief Operating Officer Jan 08 '24 Option Exercise 0.00 34,437 0 36,415 Jan 10 08:42 PM Yuan Eric S. Chief Executive Officer Jan 08 '24 Option Exercise 0.00 68,455 0 150,725 Jan 10 08:23 PM Crehan Shane Chief Accounting Officer Jan 05 '24 Option Exercise 0.00 4,860 0 6,353 Jan 09 06:58 PM Subotovsky Santiago Director Jan 02 '24 Sale 69.67 2,067 144,015 159,693 Jan 04 06:36 PM Steckelberg Kelly Chief Financial Officer Dec 29 '23 Sale 72.33 10,983 794,378 0 Jan 02 07:00 PM Bawa Aparna Chief Operating Officer Dec 18 '23 Sale 71.68 831 59,565 1,978 Dec 20 06:45 PM Steckelberg Kelly Chief Financial Officer Dec 14 '23 Sale 72.36 10,960 793,101 0 Dec 18 06:20 PM Sankarlingam Velchamy Pres. of Engineering & Product Dec 12 '23 Sale 71.98 1,571 113,081 64,858 Dec 12 08:37 PM Sankarlingam Velchamy Pres. of Engineering & Product Dec 09 '23 Option Exercise 0.00 7,031 0 69,973 Dec 12 08:37 PM Crehan Shane Chief Accounting Officer Dec 09 '23 Option Exercise 0.00 3,013 0 3,013 Dec 12 08:41 PM Chadwick Jonathan Director Dec 07 '23 Option Exercise 0.00 126 0 1,134 Dec 11 07:33 PM Yuan Eric S. Chief Executive Officer Dec 05 '23 Sale 68.24 11,207 764,770 0 Dec 06 06:29 PM Yuan Eric S. Chief Executive Officer Dec 05 '23 Sale 67.37 2,421 163,095 82,270 Dec 06 06:29 PM Bawa Aparna Chief Operating Officer Dec 04 '23 Option Exercise 0.00 1,710 0 3,688 Dec 06 06:27 PM Yuan Eric S. Chief Executive Officer Dec 04 '23 Sale 67.88 11,207 760,733 0 Dec 06 06:29 PM Yuan Eric S. Chief Executive Officer Dec 04 '23 Sale 67.02 2,421 162,251 84,691 Dec 06 06:29 PM Subotovsky Santiago Director Dec 04 '23 Sale 67.77 2,067 140,091 161,760 Dec 06 06:19 PM Steckelberg Kelly Chief Financial Officer Nov 29 '23 Sale 68.44 10,960 750,059 0 Dec 01 07:14 PM Subotovsky Santiago Director Nov 28 '23 Sale 66.73 2,067 137,932 163,827 Nov 30 06:29 PM Steckelberg Kelly Chief Financial Officer Nov 22 '23 Sale 64.62 10,960 708,184 0 Nov 27 05:37 PM Yuan Eric S. Chief Executive Officer Nov 02 '23 Sale 61.23 11,207 686,188 0 Nov 03 06:15 PM Yuan Eric S. Chief Executive Officer Nov 02 '23 Sale 60.96 2,421 147,573 87,112 Nov 03 06:15 PM Yuan Eric S. Chief Executive Officer Nov 01 '23 Sale 59.87 11,208 671,051 0 Nov 03 06:15 PM Yuan Eric S. Chief Executive Officer Nov 01 '23 Sale 59.57 2,421 144,228 89,533 Nov 03 06:15 PM Steckelberg Kelly Chief Financial Officer Oct 30 '23 Sale 59.73 10,960 654,657 0 Nov 01 05:50 PM Bawa Aparna Chief Operating Officer Oct 18 '23 Sale 63.14 16,957 1,070,619 1,978 Oct 20 05:47 PM Steckelberg Kelly Chief Financial Officer Oct 13 '23 Sale 62.68 10,960 686,977 0 Oct 17 05:35 PM Yuan Eric S. Chief Executive Officer Oct 10 '23 Sale 67.21 21,273 1,429,691 91,954 Oct 11 06:48 PM Sankarlingam Velchamy Pres. of Engineering & Product Oct 10 '23 Sale 66.35 13,912 923,081 62,942 Oct 11 06:53 PM Yuan Eric S. Chief Executive Officer Oct 10 '23 Sale 67.63 11,208 758,013 0 Oct 11 06:48 PM Yuan Eric S. Chief Executive Officer Oct 09 '23 Sale 65.57 11,208 734,906 0 Oct 11 06:48 PM Yuan Eric S. Chief Executive Officer Oct 09 '23 Sale 64.54 2,421 156,249 113,227 Oct 11 06:48 PM Crehan Shane Chief Accounting Officer Oct 09 '23 Sale 63.97 2,367 151,417 0 Oct 10 07:36 PM Yuan Eric S. Chief Executive Officer Oct 08 '23 Option Exercise 0.00 68,453 0 150,390 Oct 11 06:48 PM Steckelberg Kelly Chief Financial Officer Oct 08 '23 Option Exercise 0.00 33,217 0 85,047 Oct 11 06:45 PM Sankarlingam Velchamy Pres. of Engineering & Product Oct 08 '23 Option Exercise 0.00 37,670 0 95,976 Oct 11 06:53 PM Bawa Aparna Chief Operating Officer Oct 08 '23 Option Exercise 0.00 34,438 0 36,416 Oct 11 06:51 PM Crehan Shane Chief Accounting Officer Oct 05 '23 Option Exercise 0.00 4,861 0 4,861 Oct 10 07:36 PM Subotovsky Santiago Director Oct 03 '23 Sale 68.63 2,067 141,860 165,894 Oct 05 05:37 PM Steckelberg Kelly Chief Financial Officer Sep 28 '23 Sale 67.76 10,960 742,649 0 Oct 02 06:24 PM Bawa Aparna Chief Operating Officer Sep 19 '23 Sale 69.36 13,268 920,313 1,978 Sep 21 06:46 PM Yuan Eric S. Chief Executive Officer Sep 19 '23 Sale 69.38 13,252 919,359 0 Sep 20 06:36 PM Yuan Eric S. Chief Executive Officer Sep 18 '23 Sale 70.44 13,253 933,598 0 Sep 20 06:36 PM Steckelberg Kelly Chief Financial Officer Sep 13 '23 Sale 69.51 10,960 761,793 0 Sep 15 06:06 PM Crehan Shane Chief Accounting Officer Sep 12 '23 Sale 70.69 3,722 263,108 0 Sep 14 06:03 PM Sankarlingam Velchamy Pres. of Engineering & Product Sep 12 '23 Sale 70.69 1,586 112,114 58,306 Sep 14 06:06 PM Crehan Shane Chief Accounting Officer Sep 09 '23 Option Exercise 0.00 7,436 0 7,436 Sep 12 06:26 PM Sankarlingam Velchamy Pres. of Engineering & Product Sep 09 '23 Option Exercise 0.00 4,223 0 62,001 Sep 12 06:24 PM Chadwick Jonathan Director Sep 07 '23 Option Exercise 0.00 126 0 1,008 Sep 11 05:30 PM Subotovsky Santiago Director Sep 05 '23 Sale 73.49 2,067 151,909 167,961 Sep 07 05:58 PM Bawa Aparna Chief Operating Officer Sep 04 '23 Option Exercise 0.00 1,711 0 16,104 Sep 06 06:51 PM Steckelberg Kelly Chief Financial Officer Aug 29 '23 Sale 68.37 10,960 749,363 0 Aug 31 05:24 PM Steckelberg Kelly Chief Financial Officer Aug 23 '23 Sale 68.29 10,960 748,490 0 Aug 25 06:45 PM Subotovsky Santiago Director Aug 07 '23 Sale 68.58 2,067 141,746 170,028 Aug 08 06:44 PM Steckelberg Kelly Chief Financial Officer Jul 28 '23 Sale 73.61 10,960 806,718 0 Aug 01 05:54 PM Chadwick Jonathan Director Jul 19 '23 Sale 75.00 5,000 375,000 882 Jul 21 05:52 PM Steckelberg Kelly Chief Financial Officer Jul 13 '23 Sale 70.88 10,960 776,816 0 Jul 17 04:27 PM Yuan Eric S. Chief Executive Officer Jul 08 '23 Option Exercise 0.00 38,281 0 101,211 Jul 11 07:17 PM Steckelberg Kelly Chief Financial Officer Jul 08 '23 Option Exercise 0.00 18,576 0 59,787 Jul 11 07:15 PM
Index S&P 500 P/E 16.49 EPS (ttm) 3.00 Insider Own 0.21% Shs Outstand 1.43B Perf Week -3.62%
Market Cap 70.51B Forward P/E 11.92 EPS next Y 4.16 Insider Trans -7.08% Shs Float 1.42B Perf Month -8.22%
Income 4.34B PEG 0.84 EPS next Q 0.83 Inst Own 84.29% Short Float 1.37% Perf Quarter -1.73%
Sales 34.11B P/S 2.07 EPS this Y 18.01% Inst Trans 3.87% Short Ratio 1.81 Perf Half Y -14.88%
Book/sh 15.34 P/B 3.23 EPS next Y 18.16% ROA 9.46% Short Interest 19.39M Perf Year -0.50%
Cash/sh 2.45 P/C 20.20 EPS next 5Y 19.70% ROE 21.69% 52W Range 42.73 - 62.12 Perf YTD -4.78%
Dividend Est. 1.09 (2.20%) P/FCF 15.01 EPS past 5Y 13.74% ROI 13.28% 52W High -20.24% Beta 1.63
Dividend TTM 1.02 (2.07%) Quick Ratio 1.02 Sales past 5Y 1.93% Gross Margin 20.08% 52W Low 15.96% ATR (14) 1.24
Dividend Ex-Date Jun 05, 2024 Current Ratio 1.37 EPS Y/Y TTM 11.64% Oper. Margin 16.82% RSI (14) 29.80 Volatility 2.50% 2.37%
Employees 111000 Debt/Eq 0.56 Sales Y/Y TTM 13.93% Profit Margin 12.72% Recom 1.31 Target Price 67.28
Option/Short Yes / Yes LT Debt/Eq 0.49 EPS Q/Q 14.57% Payout 34.33% Rel Volume 1.04 Prev Close 49.51
Sales Surprise 0.13% EPS Surprise 0.58% Sales Q/Q 12.58% Earnings Apr 19 BMO Avg Volume 10.74M Price 49.55
SMA20 -6.93% SMA50 -3.75% SMA200 -8.68% Trades
Volume 11,136,330 Change 0.08%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-22-24 Reiterated TD Cowen
Buy
$64 → $63
Oct-09-23 Initiated Societe Generale
Buy
$81
Jun-07-23 Initiated CapitalOne
Overweight
$63
Apr-19-23 Upgrade UBS
Neutral → Buy
$48 → $66
Jan-23-23 Reiterated Susquehanna
Positive
$65 → $68
Jan-19-23 Initiated The Benchmark Company
Buy
$65
Jan-12-23 Downgrade Wolfe Research
Outperform → Peer Perform
Dec-09-22 Initiated Raymond James
Outperform
$65
Oct-19-22 Initiated Jefferies
Buy
$59
Oct-07-22 Resumed Piper Sandler
Overweight
$50
Jul-27-22 Upgrade The Benchmark Company
Hold → Buy
$55
Apr-27-22 Upgrade HSBC Securities
Hold → Buy
$4.60 → $44.20
Apr-11-22 Upgrade Piper Sandler
Neutral → Overweight
$43 → $55
Jan-26-22 Upgrade Exane BNP Paribas
Neutral → Outperform
$45
Jan-24-22 Reiterated Stephens
Overweight
$40 → $45
Jan-24-22 Reiterated RBC Capital Mkts
Outperform
$42 → $45
Jan-24-22 Reiterated Morgan Stanley
Overweight
$40 → $43
Jan-24-22 Reiterated JP Morgan
Overweight
$40 → $43
Jan-24-22 Reiterated Cowen
Outperform
$40 → $42
Jan-24-22 Reiterated Citigroup
Buy
$40 → $42
Show Previous Ratings
Apr-23-24 06:58AM
Apr-22-24 09:39AM
Apr-20-24 03:02AM
12:34AM
(Thomson Reuters StreetEvents)
Apr-19-24 04:27PM
04:12PM
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(Associated Press Finance)
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Apr-18-24 04:41PM
09:36AM
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Apr-15-24 05:50PM
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Apr-10-24 10:00AM
(The Wall Street Journal)
Apr-05-24 07:17PM
06:40PM
05:50PM
08:42AM
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08:42AM
08:00AM
Apr-04-24 11:02PM
03:32PM
Apr-03-24 05:32AM
Apr-02-24 04:16PM
(Investor's Business Daily)
02:02PM
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Mar-28-24 03:59PM
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Mar-27-24 08:04PM
(The Wall Street Journal)
07:33PM
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09:00AM
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Feb-06-24 04:15PM
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Feb-05-24 09:00AM
05:03AM
Feb-01-24 11:04PM
Jan-31-24 01:19PM
04:52AM
(The Wall Street Journal)
Jan-30-24 07:00PM
SLB NV engages in the provision of energy technology. It operates through the following business segments: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The Digital and Integration segment involves the combination of digital solutions and data products with its Asset Performance Solutions. The Reservoir Performance segment consists of technologies and services for productivity and performance optimization. The Well Construction segment includes the full portfolio of products and services for well placement and performance, drilling, and wellbore assurance. The Production Systems segment focuses on the development of technologies and provides services to production and recovery from subsurface reservoirs to the surface, into pipelines, and to refineries. The company was founded by Conrad Schlumberger and Marcel Schlumberger in 1926 and is headquartered in Houston, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Merad Abdellah EVP, Core Services & Equipment Feb 26 '24 Sale 48.52 50,000 2,426,000 261,507 Feb 26 05:58 PM Biguet Stephane EVP & CFO Feb 26 '24 Sale 48.64 6,250 304,000 242,932 Feb 26 06:00 PM Rennick Gavin President New Energy Feb 01 '24 Sale 48.77 20,045 977,494 77,563 Feb 01 05:38 PM Beumelburg Katharina Chief Sustainability Officer Jan 29 '24 Sale 52.62 8,000 421,000 15,581 Jan 29 05:55 PM Biguet Stephane EVP & CFO Jan 29 '24 Sale 52.78 6,250 329,875 249,182 Jan 29 05:53 PM Fyfe Kevin VP & Treasurer Jan 25 '24 Sale 52.05 20,223 1,052,607 31,198 Jan 25 05:32 PM Guild Howard Chief Accounting Officer Jan 24 '24 Sale 51.66 22,853 1,180,586 22,181 Jan 25 05:15 PM Al Mogharbel Khaled EVP, Geographies Jan 23 '24 Sale 50.42 38,570 1,944,699 386,841 Jan 23 06:14 PM Al Mogharbel Khaled EVP, Geographies Jan 23 '24 Sale 50.68 29,621 1,501,192 357,220 Jan 25 05:12 PM Fyfe Kevin VP & Treasurer Jan 20 '24 Option Exercise 0.00 8,400 0 54,727 Jan 23 05:56 PM Rennick Gavin President New Energy Jan 20 '24 Option Exercise 0.00 21,010 0 105,876 Jan 23 06:00 PM Guild Howard Chief Accounting Officer Jan 20 '24 Option Exercise 0.00 8,400 0 48,340 Jan 23 05:57 PM Ralston Dianne B. Chief Legal Officer & Sec Jan 20 '24 Option Exercise 0.00 33,610 0 222,875 Jan 23 06:07 PM Pafitis Demosthenis Chief Technology Officer Jan 20 '24 Option Exercise 0.00 21,010 0 99,685 Jan 23 06:06 PM Kasibhatla Vijay Director, M&A Jan 20 '24 Option Exercise 0.00 8,400 0 73,838 Jan 23 06:06 PM Rando Bejar Carmen Chief People Officer Jan 20 '24 Option Exercise 0.00 4,117 0 28,519 Jan 23 06:04 PM Al Mogharbel Khaled EVP, Geographies Jan 20 '24 Option Exercise 0.00 36,760 0 439,877 Jan 23 06:14 PM Merad Abdellah EVP, Core Services & Equipment Jan 20 '24 Option Exercise 0.00 33,610 0 324,733 Jan 23 06:02 PM Biguet Stephane EVP & CFO Jan 20 '24 Option Exercise 0.00 33,610 0 268,658 Jan 23 06:03 PM Le Peuch Olivier Chief Executive Officer Jan 20 '24 Option Exercise 0.00 110,290 0 1,121,281 Jan 23 06:15 PM Jaggi Rakesh Pres Digital & Integration Jan 20 '24 Option Exercise 0.00 6,860 0 65,916 Jan 23 06:19 PM Jaggi Rakesh Pres Digital & Integration Jan 19 '24 Option Exercise 0.00 5,047 0 60,177 Jan 23 06:19 PM Rando Bejar Carmen Chief People Officer Jan 19 '24 Option Exercise 0.00 2,753 0 25,219 Jan 23 06:04 PM Prechner Ugo VP Controller Jan 19 '24 Option Exercise 0.00 2,753 0 16,616 Jan 23 06:05 PM Jaggi Rakesh Pres Digital & Integration Jan 18 '24 Option Exercise 0.00 4,440 0 55,938 Jan 19 06:03 PM Biguet Stephane EVP & CFO Dec 26 '23 Sale 53.86 6,250 336,625 163,515 Dec 26 05:42 PM Ralston Dianne B. Chief Legal Officer & Sec Dec 01 '23 Option Exercise 0.00 34,604 0 128,338 Dec 05 04:45 PM Biguet Stephane EVP & CFO Nov 27 '23 Sale 52.44 6,250 327,750 169,765 Nov 27 05:24 PM Rennick Gavin President New Energy Nov 20 '23 Sale 52.88 6,675 352,974 39,958 Nov 20 06:11 PM Biguet Stephane EVP & CFO Oct 30 '23 Sale 56.32 6,250 352,000 176,015 Oct 30 06:28 PM de La Chevardiere Patrick Director Oct 24 '23 Sale 57.76 500 28,880 28,810 Oct 26 05:43 PM Biguet Stephane EVP & CFO Sep 25 '23 Sale 58.93 6,250 368,312 182,265 Sep 25 08:13 PM Al Mogharbel Khaled EVP, Geographies Sep 05 '23 Sale 60.24 30,000 1,807,260 324,867 Sep 05 05:41 PM Pafitis Demosthenis Chief Technology Officer Aug 30 '23 Sale 58.83 60,000 3,529,800 36,858 Aug 31 04:14 PM Biguet Stephane EVP & CFO Aug 28 '23 Sale 56.85 6,250 355,312 188,515 Aug 28 05:58 PM Fyfe Kevin VP & Treasurer Aug 09 '23 Sale 59.34 7,716 457,906 28,316 Aug 09 06:07 PM Beumelburg Katharina Chief Sustainability Officer Aug 03 '23 Sale 57.88 5,500 318,340 931 Aug 03 05:31 PM Biguet Stephane EVP & CFO Jul 31 '23 Sale 57.40 6,250 358,750 194,765 Jul 31 06:41 PM Guild Howard Chief Accounting Officer Jul 27 '23 Sale 57.97 17,500 1,014,475 22,181 Jul 27 05:20 PM Beumelburg Katharina Chief Sustainability Officer Jul 26 '23 Sale 57.70 1,339 77,254 6,431 Jul 26 05:16 PM Rennick Gavin President New Energy Jul 24 '23 Sale 56.11 18,000 1,009,908 46,633 Jul 26 05:14 PM Prechner Ugo VP Controller Jul 22 '23 Option Exercise 0.00 4,580 0 14,727 Jul 24 04:39 PM Jaggi Rakesh Pres Digital & Integration Jul 20 '23 Option Exercise 0.00 4,066 0 51,454 Jul 24 04:41 PM Biguet Stephane EVP & CFO Jun 26 '23 Sale 46.67 6,250 291,688 201,015 Jun 28 05:06 PM Biguet Stephane EVP & CFO May 30 '23 Sale 43.70 6,250 273,125 207,265 Jun 01 05:11 PM Beumelburg Katharina Chief Sustainability Officer May 24 '23 Buy 45.80 110 5,038 110 Oct 26 05:10 PM Beumelburg Katharina Chief Sustainability Officer May 17 '23 Option Exercise 0.00 8,270 0 9,544 May 19 04:34 PM
Index RUT P/E - EPS (ttm) -5.45 Insider Own 3.48% Shs Outstand 101.64M Perf Week -4.97%
Market Cap 6.86B Forward P/E - EPS next Y -3.19 Insider Trans -6.15% Shs Float 100.94M Perf Month -2.74%
Income -526.24M PEG - EPS next Q -1.14 Inst Own 108.16% Short Float 13.11% Perf Quarter -22.68%
Sales 7.53M P/S 910.67 EPS this Y 18.27% Inst Trans -1.40% Short Ratio 6.41 Perf Half Y 98.04%
Book/sh -3.80 P/B - EPS next Y 28.40% ROA -57.23% Short Interest 13.23M Perf Year 71.02%
Cash/sh 5.88 P/C 11.15 EPS next 5Y 15.00% ROE - 52W Range 25.98 - 110.25 Perf YTD -21.46%
Dividend Est. - P/FCF - EPS past 5Y -22.79% ROI -154.11% 52W High -40.53% Beta 0.70
Dividend TTM - Quick Ratio 6.12 Sales past 5Y 12.30% Gross Margin -82.78% 52W Low 152.39% ATR (14) 3.11
Dividend Ex-Date - Current Ratio 6.12 EPS Y/Y TTM -28.21% Oper. Margin -6589.71% RSI (14) 39.00 Volatility 3.70% 4.40%
Employees 423 Debt/Eq - Sales Y/Y TTM -92.04% Profit Margin -6988.63% Recom 1.44 Target Price 96.06
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 4.77% Payout - Rel Volume 0.62 Prev Close 66.29
Sales Surprise -78.05% EPS Surprise -43.97% Sales Q/Q -14.56% Earnings Feb 27 AMC Avg Volume 2.06M Price 65.57
SMA20 -7.15% SMA50 -7.68% SMA200 29.48% Trades
Volume 1,284,335 Change -1.09%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-24-24 Downgrade UBS
Buy → Neutral
$61 → $92
Jan-05-24 Downgrade Morgan Stanley
Overweight → Equal-Weight
$60 → $90
Nov-09-23 Initiated Goldman
Buy
$50
Nov-07-23 Initiated B. Riley Securities
Buy
$66
Aug-15-23 Initiated SVB Securities
Outperform
$58
Feb-17-23 Initiated BofA Securities
Neutral
$49
Dec-23-22 Reiterated Needham
Buy
$60 → $58
Dec-20-22 Initiated Truist
Buy
$60
Oct-11-22 Initiated UBS
Buy
$80
Jan-28-22 Initiated Goldman
Buy
$74
Dec-22-21 Initiated Oppenheimer
Outperform
$55
Dec-10-21 Initiated JP Morgan
Overweight
$58
Oct-07-21 Initiated Jefferies
Buy
$75
Mar-12-21 Initiated Wolfe Research
Outperform
$50
Feb-18-21 Initiated Barclays
Overweight
$28
Jan-20-21 Reiterated H.C. Wainwright
Buy
$22 → $41
Oct-29-20 Initiated Goldman
Neutral
$16
Jul-10-20 Initiated Raymond James
Strong Buy
$39
May-05-20 Initiated Mizuho
Buy
$31
Apr-09-20 Upgrade Morgan Stanley
Equal-Weight → Overweight
$25
Show Previous Ratings
Apr-10-24 09:27AM
07:30AM
Apr-09-24 07:00PM
Apr-05-24 07:30AM
Apr-02-24 04:00PM
04:00PM
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Mar-20-24 08:30AM
Mar-18-24 08:01PM
Mar-17-24 08:50AM
Mar-13-24 02:25PM
Mar-12-24 06:46AM
(Thomson Reuters StreetEvents)
Mar-04-24 04:00PM
Mar-01-24 06:47PM
04:00PM
07:30AM
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Feb-29-24 07:30AM
Feb-28-24 10:27AM
(FierceBiotech.com) -9.75%
10:22AM
07:30AM
Feb-27-24 05:10PM
04:42PM
04:17PM
(Associated Press Finance)
04:00PM
Feb-13-24 04:00PM
Feb-12-24 12:38AM
Feb-09-24 10:01AM
(Investor's Business Daily)
Feb-08-24 09:10AM
Feb-06-24 04:00PM
Feb-05-24 05:30PM
(The Wall Street Journal)
Jan-29-24 07:30AM
07:30AM
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Jan-25-24 07:30AM
Jan-18-24 01:00PM
Jan-12-24 04:40PM
02:47PM
01:07PM
05:27AM
Jan-11-24 04:22PM
04:05PM
12:58PM
(The Wall Street Journal)
12:54PM
12:47PM
(The Wall Street Journal)
12:30PM
Jan-10-24 01:04PM
Jan-09-24 01:17PM
Jan-08-24 05:14PM
(The Wall Street Journal) +15.29%
04:42PM
(Investor's Business Daily)
02:12PM
(Investor's Business Daily)
01:11PM
(The Wall Street Journal)
01:05PM
Jan-03-24 04:00PM
06:45AM
Jan-02-24 04:00PM
Dec-29-23 01:01PM
Dec-28-23 03:09PM
(Investor's Business Daily)
02:43PM
09:44AM
Dec-27-23 05:26PM
(Yahoo Finance Video) +82.54%
03:52PM
01:59PM
01:00PM
12:21PM
(Associated Press Finance)
09:41AM
08:34AM
07:39AM
07:32AM
07:30AM
Dec-26-23 04:00PM
Dec-15-23 10:22AM
Dec-07-23 07:30AM
Dec-01-23 04:00PM
Nov-29-23 04:00PM
Nov-10-23 03:04PM
Nov-04-23 12:16PM
Nov-03-23 04:00PM
11:43AM
(Thomson Reuters StreetEvents)
11:20AM
Nov-02-23 06:59PM
05:25PM
04:24PM
(Associated Press Finance)
04:00PM
09:55AM
Nov-01-23 04:00PM
Oct-31-23 02:24PM
12:43PM
Oct-26-23 09:08PM
Oct-23-23 04:00PM
Oct-19-23 07:30AM
Oct-09-23 07:53AM
Oct-06-23 12:45PM
Oct-05-23 04:00PM
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Sep-14-23 01:02AM
Sep-09-23 03:59PM
Sep-07-23 04:29PM
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Sep-01-23 04:00PM
Cytokinetics, Inc. is a biopharmaceutical company, which is focused on discovering, developing, and commercializing muscle activators and muscle inhibitors as potential treatments for people with debilitating diseases in which muscle performance is compromised and/or declining. The firm is developing small molecule drug candidates specifically engineered to impact muscle function and contractility. Its clinical-stage drug candidates include omecamtiv mecarbil, a novel cardiac myosin activator, CK-136, a novel cardiac troponin activator, reldesemtiv, a novel fast skeletal muscle troponin activator, aficamten, a novel cardiac myosin inhibitor, and CK-3772271, a novel cardiac myosin inhibitor. The company was founded by Ronald D. Vale, Lawrence S. B. Goldstein, James H. Sabry, and James A. Spudich in 1997 and is headquartered in South San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Malik Fady Ibraham EVP Research & Development Apr 09 '24 Option Exercise 6.67 28,605 190,795 171,172 Apr 09 04:38 PM Malik Fady Ibraham EVP Research & Development Apr 09 '24 Sale 74.31 32,605 2,422,918 138,567 Apr 09 04:38 PM Malik Fady Ibraham EVP Research & Development Mar 05 '24 Option Exercise 6.67 28,604 190,789 167,577 Mar 05 04:05 PM Malik Fady Ibraham EVP Research & Development Mar 05 '24 Sale 67.56 32,604 2,202,606 138,973 Mar 05 04:05 PM HENDERSON JOHN T Director Feb 14 '24 Option Exercise 4.44 5,000 22,200 47,632 Feb 14 04:04 PM HENDERSON JOHN T Director Feb 14 '24 Sale 76.48 5,000 382,400 42,632 Feb 14 04:04 PM Blum Robert I President & CEO Feb 13 '24 Option Exercise 6.67 12,500 83,375 454,297 Feb 13 04:01 PM Blum Robert I President & CEO Feb 13 '24 Sale 76.85 12,500 960,625 441,797 Feb 13 04:01 PM Malik Fady Ibraham EVP Research & Development Feb 06 '24 Option Exercise 6.67 28,605 190,795 175,578 Feb 06 04:43 PM Malik Fady Ibraham EVP Research & Development Feb 06 '24 Sale 79.30 32,605 2,585,496 142,973 Feb 06 04:43 PM Blum Robert I President & CEO Jan 31 '24 Option Exercise 6.67 12,500 83,375 454,297 Feb 02 04:41 PM Blum Robert I President & CEO Jan 31 '24 Sale 79.57 12,500 994,625 441,797 Feb 02 04:41 PM Blum Robert I President & CEO Jan 19 '24 Option Exercise 6.67 12,500 83,375 454,297 Jan 22 05:19 PM Blum Robert I President & CEO Jan 19 '24 Sale 81.42 12,500 1,017,750 441,797 Jan 22 05:19 PM HENDERSON JOHN T Director Jan 12 '24 Option Exercise 4.44 5,000 22,200 47,632 Jan 12 05:20 PM HENDERSON JOHN T Director Jan 12 '24 Sale 85.14 5,000 425,700 42,632 Jan 12 05:20 PM Malik Fady Ibraham EVP Research & Development Jan 04 '24 Option Exercise 7.96 11,678 92,957 162,651 Jan 04 04:36 PM Malik Fady Ibraham EVP Research & Development Jan 04 '24 Sale 86.98 15,678 1,363,712 146,973 Jan 04 04:36 PM Blum Robert I President & CEO Jan 02 '24 Option Exercise 6.67 12,500 83,375 454,297 Jan 02 05:55 PM Blum Robert I President & CEO Jan 02 '24 Sale 85.08 12,500 1,063,500 441,797 Jan 02 05:55 PM WIERENGA WENDALL Director Dec 27 '23 Option Exercise 4.44 10,000 44,400 23,653 Dec 27 04:11 PM WIERENGA WENDALL Director Dec 27 '23 Sale 73.60 10,000 736,000 18,653 Dec 27 04:11 PM HENDERSON JOHN T Director Dec 18 '23 Option Exercise 6.72 13,020 87,494 44,838 Dec 19 04:12 PM Blum Robert I President & CEO Dec 18 '23 Option Exercise 6.67 12,500 83,375 454,297 Dec 19 04:13 PM Blum Robert I President & CEO Dec 18 '23 Sale 36.95 12,500 461,875 441,797 Dec 19 04:13 PM HENDERSON JOHN T Director Dec 18 '23 Sale 36.34 2,458 89,324 42,380 Dec 19 04:12 PM Blum Robert I President & CEO Nov 30 '23 Option Exercise 6.67 12,500 83,375 453,917 Dec 01 04:15 PM Blum Robert I President & CEO Nov 30 '23 Sale 32.99 12,500 412,375 441,417 Dec 01 04:15 PM Blum Robert I President & CEO Nov 15 '23 Option Exercise 6.67 12,500 83,375 453,917 Nov 15 05:22 PM Blum Robert I President & CEO Nov 15 '23 Sale 34.57 12,500 432,125 441,417 Nov 15 05:22 PM Malik Fady Ibraham EVP Research & Development Nov 09 '23 Sale 35.40 2,500 88,500 150,664 Nov 09 04:35 PM Blum Robert I President & CEO Oct 30 '23 Option Exercise 6.67 12,500 83,375 453,917 Oct 30 04:02 PM Blum Robert I President & CEO Oct 30 '23 Sale 32.17 12,500 402,125 441,417 Oct 30 04:02 PM Blum Robert I President & CEO Oct 16 '23 Option Exercise 6.67 12,500 83,375 453,917 Oct 16 05:57 PM Blum Robert I President & CEO Oct 16 '23 Sale 33.70 12,500 421,250 441,417 Oct 16 05:57 PM Malik Fady Ibraham EVP Research & Development Oct 12 '23 Sale 35.89 2,500 89,725 153,164 Oct 12 06:39 PM Blum Robert I President & CEO Oct 06 '23 Option Exercise 6.67 12,500 83,375 453,917 Oct 06 04:52 PM Blum Robert I President & CEO Oct 06 '23 Sale 30.00 12,500 375,000 441,417 Oct 06 04:52 PM Malik Fady Ibraham EVP Research & Development Sep 14 '23 Sale 34.86 2,500 87,150 155,664 Sep 14 04:09 PM Blum Robert I President & CEO Sep 13 '23 Option Exercise 6.67 12,500 83,375 453,917 Sep 13 04:09 PM Blum Robert I President & CEO Sep 13 '23 Sale 34.90 12,500 436,206 441,417 Sep 13 04:09 PM Blum Robert I President & CEO Aug 25 '23 Option Exercise 7.70 12,500 96,275 453,917 Aug 28 06:45 PM Blum Robert I President & CEO Aug 25 '23 Sale 33.99 12,500 424,875 441,417 Aug 28 06:45 PM WIERENGA WENDALL Director Aug 21 '23 Option Exercise 6.72 6,020 40,454 24,225 Aug 21 04:01 PM WIERENGA WENDALL Director Aug 21 '23 Sale 32.02 6,020 192,760 18,205 Aug 21 04:01 PM Blum Robert I President & CEO Aug 11 '23 Option Exercise 9.54 12,500 119,287 453,125 Aug 11 04:18 PM Blum Robert I President & CEO Aug 11 '23 Sale 32.37 12,500 404,589 441,417 Aug 11 04:18 PM Malik Fady Ibraham EVP Research & Development Aug 10 '23 Sale 31.70 2,500 79,250 158,164 Aug 10 04:14 PM Blum Robert I President & CEO Aug 01 '23 Option Exercise 9.65 12,500 120,625 452,108 Aug 01 04:57 PM Blum Robert I President & CEO Aug 01 '23 Sale 32.63 12,500 407,856 441,417 Aug 01 04:57 PM Blum Robert I President & CEO Jul 13 '23 Option Exercise 9.65 12,500 120,625 453,917 Jul 13 04:10 PM Blum Robert I President & CEO Jul 13 '23 Sale 35.28 12,500 440,940 441,417 Jul 13 04:10 PM Malik Fady Ibraham EVP Research & Development Jul 13 '23 Sale 35.37 2,500 88,425 160,664 Jul 13 04:09 PM Bhanji Muna Director Jul 07 '23 Sale 34.12 2,000 68,235 14,031 Jul 07 04:17 PM Blum Robert I President & CEO Jul 03 '23 Option Exercise 9.65 12,500 120,625 453,917 Jul 05 04:18 PM Blum Robert I President & CEO Jul 03 '23 Sale 32.60 12,500 407,500 441,417 Jul 05 04:18 PM Blum Robert I President & CEO Jun 12 '23 Option Exercise 9.65 12,500 120,625 453,917 Jun 12 05:49 PM Blum Robert I President & CEO Jun 12 '23 Sale 37.06 12,500 463,250 441,417 Jun 12 05:49 PM Malik Fady Ibraham EVP Research & Development Jun 08 '23 Sale 38.07 2,500 95,175 163,164 Jun 08 04:31 PM Blum Robert I President & CEO May 31 '23 Option Exercise 9.65 12,500 120,625 453,558 Jun 01 05:06 PM Blum Robert I President & CEO May 31 '23 Sale 37.67 12,500 470,875 441,058 Jun 01 05:06 PM Blum Robert I President & CEO May 16 '23 Option Exercise 9.65 12,500 120,625 453,558 May 16 04:33 PM Blum Robert I President & CEO May 16 '23 Sale 37.41 12,500 467,625 441,058 May 16 04:33 PM HENDERSON JOHN T Director May 15 '23 Option Exercise 6.78 4,166 28,245 29,586 May 15 04:07 PM HENDERSON JOHN T Director May 15 '23 Sale 37.77 4,166 157,350 25,420 May 15 04:07 PM Malik Fady Ibraham EVP Research & Development May 11 '23 Sale 39.50 1,787 70,586 165,396 May 11 05:26 PM Malik Fady Ibraham EVP Research & Development May 03 '23 Option Exercise 7.96 7,000 55,720 174,183 May 03 04:46 PM Malik Fady Ibraham EVP Research & Development May 03 '23 Sale 40.00 7,000 280,000 167,183 May 03 04:46 PM Blum Robert I President & CEO Apr 28 '23 Option Exercise 9.65 12,500 120,625 453,558 Apr 28 04:01 PM Blum Robert I President & CEO Apr 28 '23 Sale 37.68 12,500 471,000 441,058 Apr 28 04:01 PM
Index NDX P/E - EPS (ttm) -1.49 Insider Own 40.13% Shs Outstand 259.41M Perf Week 2.36%
Market Cap 51.74B Forward P/E 64.81 EPS next Y 3.08 Insider Trans -2.01% Shs Float 155.30M Perf Month 3.59%
Income -384.34M PEG - EPS next Q 0.62 Inst Own 53.84% Short Float 3.32% Perf Quarter -19.73%
Sales 3.89B P/S 13.29 EPS this Y 33.83% Inst Trans -4.56% Short Ratio 2.91 Perf Half Y 6.61%
Book/sh 3.49 P/B 57.17 EPS next Y 19.76% ROA -9.53% Short Interest 5.16M Perf Year 25.79%
Cash/sh 6.21 P/C 32.11 EPS next 5Y 23.70% ROE -51.85% 52W Range 128.02 - 258.69 Perf YTD -16.15%
Dividend Est. - P/FCF 47.13 EPS past 5Y -31.08% ROI -18.48% 52W High -22.90% Beta 0.63
Dividend TTM - Quick Ratio 1.07 Sales past 5Y 32.09% Gross Margin 81.51% 52W Low 55.79% ATR (14) 6.94
Dividend Ex-Date - Current Ratio 1.07 EPS Y/Y TTM -7.26% Oper. Margin -6.48% RSI (14) 50.49 Volatility 3.04% 3.17%
Employees 10726 Debt/Eq 1.40 Sales Y/Y TTM 22.39% Profit Margin -9.87% Recom 2.03 Target Price 261.00
Option/Short Yes / Yes LT Debt/Eq 1.30 EPS Q/Q 59.24% Payout - Rel Volume 0.54 Prev Close 194.27
Sales Surprise 3.59% EPS Surprise 17.14% Sales Q/Q 21.47% Earnings Apr 25 AMC Avg Volume 1.77M Price 199.44
SMA20 1.35% SMA50 -1.28% SMA200 -0.99% Trades
Volume 957,402 Change 2.66%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-11-24 Upgrade Barclays
Equal Weight → Overweight
$275
Mar-19-24 Initiated KeyBanc Capital Markets
Sector Weight
Dec-18-23 Initiated CapitalOne
Equal Weight
$238
Dec-01-23 Initiated Scotiabank
Sector Perform
$185
Oct-02-23 Initiated UBS
Neutral
$225
Jun-29-23 Initiated Berenberg
Hold
$150
May-05-23 Downgrade Goldman
Buy → Neutral
$240 → $165
Jan-05-23 Upgrade Jefferies
Hold → Buy
$150
Dec-15-22 Initiated Barclays
Equal Weight
$155
Nov-04-22 Downgrade Piper Sandler
Overweight → Neutral
$283 → $148
Nov-04-22 Downgrade Macquarie
Outperform → Neutral
$287 → $147
Jul-20-22 Initiated Bernstein
Outperform
$257
Jun-27-22 Upgrade Goldman
Neutral → Buy
$279 → $300
Jan-25-22 Resumed Citigroup
Buy
$490 → $430
Dec-22-21 Resumed KeyBanc Capital Markets
Overweight
$442
Dec-16-21 Initiated Goldman
Neutral
$375
Oct-29-21 Reiterated Wolfe Research
Outperform
$400 → $500
Oct-29-21 Reiterated Wells Fargo
Overweight
$475 → $500
Oct-29-21 Reiterated Truist
Hold
$400 → $500
Oct-29-21 Reiterated Piper Sandler
Overweight
$308 → $472
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Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its software helps teams organize, discuss, and complete shared work. Its products include Jira Software, Confluence, Jira Service Management, and Trello. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Cannon-Brookes Michael Co-CEO, Co-Founder Apr 22 '24 Sale 193.35 8,241 1,593,392 382,932 Apr 23 06:43 PM Farquhar Scott Co-CEO, Co-Founder Apr 22 '24 Sale 193.35 8,241 1,593,387 382,932 Apr 23 06:44 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 19 '24 Sale 191.53 8,241 1,578,403 391,173 Apr 22 05:26 PM Farquhar Scott Co-CEO, Co-Founder Apr 19 '24 Sale 191.53 8,241 1,578,401 391,173 Apr 22 05:25 PM BHARADWAJ ANUTTHARA President Apr 19 '24 Sale 193.63 760 147,159 162,610 Apr 22 05:26 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 18 '24 Sale 195.97 8,241 1,615,006 399,414 Apr 19 04:20 PM Farquhar Scott Co-CEO, Co-Founder Apr 18 '24 Sale 195.97 8,241 1,615,003 399,414 Apr 19 04:20 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 17 '24 Sale 196.26 8,241 1,617,373 407,655 Apr 18 04:58 PM Farquhar Scott Co-CEO, Co-Founder Apr 17 '24 Sale 196.26 8,241 1,617,372 407,655 Apr 18 04:58 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 16 '24 Sale 194.37 8,241 1,601,833 415,896 Apr 17 05:05 PM Farquhar Scott Co-CEO, Co-Founder Apr 16 '24 Sale 194.37 8,241 1,601,832 415,896 Apr 17 05:05 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 15 '24 Sale 197.46 8,241 1,627,275 424,137 Apr 16 05:36 PM Farquhar Scott Co-CEO, Co-Founder Apr 15 '24 Sale 197.46 8,241 1,627,271 424,137 Apr 16 05:26 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 12 '24 Sale 207.36 8,241 1,708,879 432,378 Apr 15 05:07 PM Farquhar Scott Co-CEO, Co-Founder Apr 12 '24 Sale 207.36 8,241 1,708,878 432,378 Apr 15 05:08 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 11 '24 Sale 213.26 8,241 1,757,508 440,619 Apr 12 04:11 PM Farquhar Scott Co-CEO, Co-Founder Apr 11 '24 Sale 213.26 8,241 1,757,506 440,619 Apr 12 04:11 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 10 '24 Sale 201.81 8,241 1,663,131 448,860 Apr 11 04:15 PM Farquhar Scott Co-CEO, Co-Founder Apr 10 '24 Sale 201.81 8,241 1,663,128 448,860 Apr 11 04:14 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 09 '24 Sale 203.83 8,241 1,679,760 457,101 Apr 10 04:42 PM Farquhar Scott Co-CEO, Co-Founder Apr 09 '24 Sale 203.83 8,241 1,679,759 457,101 Apr 10 04:41 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 08 '24 Sale 197.71 8,241 1,629,336 465,342 Apr 09 06:39 PM Farquhar Scott Co-CEO, Co-Founder Apr 08 '24 Sale 197.71 8,241 1,629,335 465,342 Apr 09 06:39 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 05 '24 Sale 196.25 8,241 1,617,280 473,583 Apr 08 04:39 PM Farquhar Scott Co-CEO, Co-Founder Apr 05 '24 Sale 196.25 8,241 1,617,276 473,583 Apr 08 04:38 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 04 '24 Sale 195.93 8,241 1,614,692 481,824 Apr 05 04:56 PM Farquhar Scott Co-CEO, Co-Founder Apr 04 '24 Sale 195.93 8,241 1,614,690 481,824 Apr 05 04:56 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 03 '24 Sale 195.98 8,241 1,615,066 490,065 Apr 04 06:46 PM Farquhar Scott Co-CEO, Co-Founder Apr 03 '24 Sale 195.98 8,241 1,615,066 490,065 Apr 04 06:46 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 02 '24 Sale 194.93 8,241 1,606,454 498,306 Apr 03 05:55 PM Farquhar Scott Co-CEO, Co-Founder Apr 02 '24 Sale 194.93 8,241 1,606,453 498,306 Apr 03 05:55 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 01 '24 Sale 193.55 8,241 1,595,062 506,547 Apr 02 05:53 PM Farquhar Scott Co-CEO, Co-Founder Apr 01 '24 Sale 193.55 8,241 1,595,061 506,547 Apr 02 05:53 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 28 '24 Sale 194.67 8,241 1,604,287 0 Mar 28 05:53 PM Farquhar Scott Co-CEO, Co-Founder Mar 28 '24 Sale 194.67 8,241 1,604,286 0 Mar 28 05:55 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 27 '24 Sale 192.11 8,241 1,583,138 8,241 Mar 28 05:52 PM Farquhar Scott Co-CEO, Co-Founder Mar 27 '24 Sale 192.10 8,241 1,583,137 8,241 Mar 28 05:53 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 26 '24 Sale 193.29 8,241 1,592,869 16,482 Mar 27 05:45 PM Farquhar Scott Co-CEO, Co-Founder Mar 26 '24 Sale 193.29 8,241 1,592,867 16,482 Mar 27 05:45 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 25 '24 Sale 192.21 8,241 1,584,010 24,723 Mar 25 06:16 PM Farquhar Scott Co-CEO, Co-Founder Mar 25 '24 Sale 192.21 8,241 1,584,009 24,723 Mar 25 06:16 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 22 '24 Sale 192.73 8,241 1,588,327 32,964 Mar 22 07:07 PM Farquhar Scott Co-CEO, Co-Founder Mar 22 '24 Sale 192.73 8,241 1,588,327 32,964 Mar 22 07:07 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 21 '24 Sale 198.47 8,241 1,635,632 41,205 Mar 22 04:09 PM Farquhar Scott Co-CEO, Co-Founder Mar 21 '24 Sale 198.47 8,241 1,635,631 41,205 Mar 22 04:09 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 20 '24 Sale 195.12 8,241 1,607,999 49,446 Mar 21 05:11 PM Farquhar Scott Co-CEO, Co-Founder Mar 20 '24 Sale 195.12 8,241 1,607,997 49,446 Mar 21 05:10 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 19 '24 Sale 195.49 8,241 1,611,050 57,687 Mar 20 05:50 PM Farquhar Scott Co-CEO, Co-Founder Mar 19 '24 Sale 195.49 8,241 1,611,049 57,687 Mar 20 05:50 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 18 '24 Sale 197.25 8,241 1,625,502 65,928 Mar 19 04:13 PM Farquhar Scott Co-CEO, Co-Founder Mar 18 '24 Sale 197.25 8,241 1,625,501 65,928 Mar 19 04:13 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 15 '24 Sale 197.83 8,241 1,630,348 74,169 Mar 18 04:08 PM Farquhar Scott Co-CEO, Co-Founder Mar 15 '24 Sale 197.83 8,241 1,630,344 74,169 Mar 18 04:08 PM BHARADWAJ ANUTTHARA President Mar 15 '24 Sale 201.05 1,520 305,596 163,370 Mar 18 04:09 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 14 '24 Sale 202.47 8,241 1,668,573 82,410 Mar 15 04:21 PM Farquhar Scott Co-CEO, Co-Founder Mar 14 '24 Sale 202.47 8,241 1,668,572 82,410 Mar 15 04:21 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 13 '24 Sale 210.65 8,241 1,735,997 90,651 Mar 14 04:12 PM Farquhar Scott Co-CEO, Co-Founder Mar 13 '24 Sale 210.65 8,241 1,735,996 90,651 Mar 14 04:11 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 12 '24 Sale 216.34 8,241 1,782,863 98,892 Mar 13 05:07 PM Farquhar Scott Co-CEO, Co-Founder Mar 12 '24 Sale 216.34 8,241 1,782,862 98,892 Mar 13 05:07 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 11 '24 Sale 214.32 8,241 1,766,208 107,133 Mar 12 05:01 PM Farquhar Scott Co-CEO, Co-Founder Mar 11 '24 Sale 214.32 8,241 1,766,207 107,133 Mar 12 05:01 PM LIU GENE Chief Accounting Officer Mar 11 '24 Sale 215.00 582 125,130 45,865 Mar 12 05:01 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 08 '24 Sale 208.46 8,241 1,717,897 115,374 Mar 11 05:21 PM Farquhar Scott Co-CEO, Co-Founder Mar 08 '24 Sale 208.46 8,241 1,717,897 115,374 Mar 11 05:20 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 07 '24 Sale 200.73 8,241 1,654,223 123,615 Mar 08 05:15 PM Farquhar Scott Co-CEO, Co-Founder Mar 07 '24 Sale 200.73 8,241 1,654,220 123,615 Mar 08 05:15 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 06 '24 Sale 197.02 8,241 1,623,638 131,856 Mar 07 05:14 PM Farquhar Scott Co-CEO, Co-Founder Mar 06 '24 Sale 197.02 8,241 1,623,636 131,856 Mar 07 05:13 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 05 '24 Sale 196.31 8,241 1,617,778 140,097 Mar 06 06:01 PM Farquhar Scott Co-CEO, Co-Founder Mar 05 '24 Sale 196.31 8,241 1,617,772 140,097 Mar 06 05:58 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 04 '24 Sale 206.58 8,241 1,702,461 148,338 Mar 05 05:54 PM Farquhar Scott Co-CEO, Co-Founder Mar 04 '24 Sale 206.58 8,241 1,702,459 148,338 Mar 05 05:53 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 01 '24 Sale 207.85 8,241 1,712,903 156,579 Mar 04 05:32 PM Farquhar Scott Co-CEO, Co-Founder Mar 01 '24 Sale 207.85 8,241 1,712,900 156,579 Mar 04 05:42 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 29 '24 Sale 207.35 8,241 1,708,757 164,820 Mar 01 04:28 PM Farquhar Scott Co-CEO, Co-Founder Feb 29 '24 Sale 207.35 8,241 1,708,757 164,820 Mar 01 04:28 PM LIU GENE Chief Accounting Officer Feb 29 '24 Sale 205.66 332 68,279 46,447 Mar 01 04:29 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 28 '24 Sale 206.42 8,241 1,701,108 173,061 Feb 29 05:30 PM Farquhar Scott Co-CEO, Co-Founder Feb 28 '24 Sale 206.42 8,241 1,701,104 173,061 Feb 29 05:20 PM Farquhar Scott Co-CEO, Co-Founder Feb 27 '24 Sale 206.07 8,241 1,698,253 181,302 Feb 28 05:05 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 26 '24 Sale 204.79 8,241 1,687,667 189,543 Feb 27 06:26 PM Farquhar Scott Co-CEO, Co-Founder Feb 26 '24 Sale 204.79 8,241 1,687,666 189,543 Feb 27 06:27 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 23 '24 Sale 205.64 8,241 1,694,646 197,784 Feb 26 04:43 PM Farquhar Scott Co-CEO, Co-Founder Feb 23 '24 Sale 205.64 8,241 1,694,645 197,784 Feb 26 04:42 PM RAJAN RAJEEV BASHYAM Chief Technology Officer Feb 23 '24 Sale 205.50 2,302 473,061 135,620 Feb 26 04:43 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 22 '24 Sale 205.80 8,241 1,696,020 206,025 Feb 23 05:03 PM Farquhar Scott Co-CEO, Co-Founder Feb 22 '24 Sale 205.80 8,241 1,696,019 206,025 Feb 23 05:01 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 21 '24 Sale 203.11 8,241 1,673,843 214,266 Feb 22 04:21 PM Farquhar Scott Co-CEO, Co-Founder Feb 21 '24 Sale 203.11 8,241 1,673,841 214,266 Feb 22 04:21 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 20 '24 Sale 204.63 8,241 1,686,387 222,507 Feb 21 05:02 PM Farquhar Scott Co-CEO, Co-Founder Feb 20 '24 Sale 204.63 8,241 1,686,385 222,507 Feb 21 05:02 PM RAJAN RAJEEV BASHYAM Chief Technology Officer Feb 20 '24 Sale 204.40 2,939 600,723 137,922 Feb 21 07:05 PM BHARADWAJ ANUTTHARA President Feb 20 '24 Sale 204.40 2,645 540,629 164,890 Feb 21 07:06 PM BINZ JOSEPH LEO Chief Financial Officer Feb 20 '24 Sale 204.40 1,380 282,066 100,067 Feb 21 07:06 PM LIU GENE Chief Accounting Officer Feb 20 '24 Sale 204.39 287 58,661 46,779 Feb 21 07:06 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 16 '24 Sale 209.72 8,241 1,728,311 230,748 Feb 16 07:41 PM Farquhar Scott Co-CEO, Co-Founder Feb 16 '24 Sale 209.72 8,241 1,728,310 230,748 Feb 16 07:40 PM RAJAN RAJEEV BASHYAM Chief Technology Officer Feb 16 '24 Sale 212.33 1,242 263,714 140,861 Feb 16 07:42 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 15 '24 Sale 213.89 8,241 1,762,646 238,989 Feb 16 07:25 PM
Index - P/E 50.36 EPS (ttm) 0.48 Insider Own 8.31% Shs Outstand 241.53M Perf Week -0.42%
Market Cap 5.80B Forward P/E 15.31 EPS next Y 1.57 Insider Trans -0.69% Shs Float 221.87M Perf Month -3.15%
Income 118.10M PEG 5.09 EPS next Q 0.32 Inst Own 91.50% Short Float 1.62% Perf Quarter 4.31%
Sales 2.33B P/S 2.49 EPS this Y 7.05% Inst Trans -5.66% Short Ratio 2.80 Perf Half Y 30.54%
Book/sh 9.64 P/B 2.49 EPS next Y 13.46% ROA 2.35% Short Interest 3.58M Perf Year 31.47%
Cash/sh 1.20 P/C 20.06 EPS next 5Y 9.90% ROE 4.98% 52W Range 17.08 - 25.81 Perf YTD 3.63%
Dividend Est. 0.25 (1.05%) P/FCF 20.50 EPS past 5Y - ROI 2.73% 52W High -7.09% Beta 1.31
Dividend TTM 0.32 (1.33%) Quick Ratio 2.43 Sales past 5Y 4.36% Gross Margin 39.37% 52W Low 40.40% ATR (14) 0.49
Dividend Ex-Date Feb 29, 2024 Current Ratio 3.24 EPS Y/Y TTM -35.67% Oper. Margin 11.72% RSI (14) 44.70 Volatility 2.01% 1.88%
Employees 5300 Debt/Eq 0.87 Sales Y/Y TTM -8.48% Profit Margin 5.06% Recom 1.73 Target Price 27.51
Option/Short Yes / Yes LT Debt/Eq 0.86 EPS Q/Q 606.65% Payout 65.52% Rel Volume 0.71 Prev Close 23.70
Sales Surprise -2.88% EPS Surprise -2.05% Sales Q/Q -0.07% Earnings Apr 29 AMC Avg Volume 1.28M Price 23.98
SMA20 -2.76% SMA50 -0.50% SMA200 12.10% Trades
Volume 915,382 Change 1.18%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-01-24 Initiated Wolfe Research
Peer Perform
Jun-20-23 Initiated BMO Capital Markets
Outperform
$23
Oct-13-22 Initiated Goldman
Neutral
$20
Oct-06-22 Initiated Credit Suisse
Underperform
$15
Jul-11-22 Upgrade Barclays
Equal Weight → Overweight
$24 → $22
Jan-24-22 Initiated CL King
Buy
$28
Oct-13-21 Initiated Mizuho
Buy
$27
Jun-10-21 Initiated Wolfe Research
Outperform
Oct-13-20 Initiated Loop Capital
Buy
$19
Apr-20-20 Upgrade SunTrust
Hold → Buy
$11
Nov-18-19 Upgrade Goldman
Neutral → Buy
Feb-11-19 Resumed Barclays
Equal Weight
$13
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Element Solutions, Inc. is a specialty chemicals company. It operates under the Electronics, and Industrial and Specialty segments. The Electronics segment focuses on researching, formulating, and selling specialty chemicals and material process technologies for all types of electronics hardware, from complex printed circuit board designs to advanced semiconductor packaging. The Industrial and Specialty segment includes technologies that enhance surfaces or improve industrial processes in diverse industrial sectors from automotive trim to transcontinental infrastructure and from high-speed printing to high-design faucets. The company was founded by Martin Ellis Franklin on April 23, 2013 and is headquartered in Fort Lauderdale, FL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Fricke Richard L. SVP, Electronics Feb 28 '24 Sale 23.40 9,500 222,300 36,229 Mar 01 04:18 PM Gliklich Benjamin President and CEO Feb 15 '24 Sale 23.20 6,579 152,633 726,399 Feb 15 05:36 PM D'Ambrisi Joseph J. EVP Head of Electronics Feb 15 '24 Sale 23.20 1,771 41,087 410,077 Feb 15 05:40 PM Dorman Carey J. EVP, CFO Feb 15 '24 Sale 23.20 1,410 32,712 177,113 Feb 15 05:39 PM Goralski Michael Former EVP, Head of I&S Feb 15 '24 Sale 23.20 1,169 27,121 146,297 Feb 15 05:41 PM Capps John Edward EVP, General Counsel & Sec. Feb 15 '24 Sale 23.20 1,128 26,170 549,138 Feb 15 05:37 PM Gliklich Benjamin President and CEO Feb 13 '24 Sale 23.20 61,667 1,430,674 704,395 Feb 15 05:36 PM D'Ambrisi Joseph J. EVP Head of Electronics Feb 13 '24 Sale 23.20 14,847 344,450 406,528 Feb 15 05:40 PM Dorman Carey J. EVP, CFO Feb 13 '24 Sale 23.20 14,774 342,757 171,551 Feb 15 05:39 PM Capps John Edward EVP, General Counsel & Sec. Feb 13 '24 Sale 23.20 14,426 334,683 545,366 Feb 15 05:37 PM Goralski Michael Former EVP, Head of I&S Feb 13 '24 Sale 23.20 11,604 269,213 143,446 Feb 15 05:41 PM Maynard-Elliott Nichelle Director Sep 19 '23 Sale 19.61 4,174 81,852 24,789 Sep 19 04:33 PM Goralski Michael EVP, Head of I&S Jun 07 '23 Sale 19.07 28,000 533,960 131,808 Jun 07 04:26 PM Gliklich Benjamin President and CEO Jun 01 '23 Sale 18.01 8,469 152,527 621,208 Jun 01 04:43 PM Dorman Carey J. EVP, CFO Jun 01 '23 Sale 18.00 3,656 65,808 153,222 Jun 01 04:43 PM Gliklich Benjamin President and CEO May 31 '23 Sale 18.03 25,238 455,041 629,677 Jun 01 04:43 PM Dorman Carey J. EVP, CFO May 31 '23 Sale 18.02 2,400 43,248 156,878 Jun 01 04:43 PM Gliklich Benjamin President and CEO May 30 '23 Sale 18.49 166,293 3,074,758 654,915 Jun 01 04:43 PM Dorman Carey J. EVP, CFO May 30 '23 Sale 18.50 23,944 442,964 159,278 Jun 01 04:43 PM
Index NDX, S&P 500 P/E 69.05 EPS (ttm) 11.94 Insider Own 3.98% Shs Outstand 2.46B Perf Week -5.71%
Market Cap 2060.57B Forward P/E 27.00 EPS next Y 30.53 Insider Trans -0.60% Shs Float 2.40B Perf Month -12.58%
Income 29.76B PEG 1.82 EPS next Q 5.59 Inst Own 67.10% Short Float 1.18% Perf Quarter 37.66%
Sales 60.92B P/S 33.82 EPS this Y 95.12% Inst Trans -0.83% Short Ratio 0.53 Perf Half Y 99.15%
Book/sh 17.44 P/B 47.25 EPS next Y 20.73% ROA 55.67% Short Interest 28.36M Perf Year 203.93%
Cash/sh 10.39 P/C 79.30 EPS next 5Y 37.90% ROE 91.46% 52W Range 262.25 - 974.00 Perf YTD 66.44%
Dividend Est. 0.17 (0.02%) P/FCF 76.26 EPS past 5Y 48.41% ROI 56.62% 52W High -15.38% Beta 1.76
Dividend TTM 0.16 (0.02%) Quick Ratio 3.67 Sales past 5Y 46.68% Gross Margin 72.72% 52W Low 214.29% ATR (14) 39.22
Dividend Ex-Date Mar 05, 2024 Current Ratio 4.17 EPS Y/Y TTM 586.45% Oper. Margin 54.12% RSI (14) 45.68 Volatility 5.96% 4.24%
Employees 29600 Debt/Eq 0.26 Sales Y/Y TTM 125.85% Profit Margin 48.85% Recom 1.35 Target Price 989.01
Option/Short Yes / Yes LT Debt/Eq 0.22 EPS Q/Q 764.35% Payout 1.34% Rel Volume 0.81 Prev Close 795.18
Sales Surprise 8.37% EPS Surprise 12.34% Sales Q/Q 265.28% Earnings Feb 21 AMC Avg Volume 53.50M Price 824.23
SMA20 -5.64% SMA50 -2.16% SMA200 44.41% Trades
Volume 43,855,936 Change 3.65%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-16-24 Initiated Evercore ISI
Outperform
$1160
Apr-11-24 Reiterated Raymond James
Strong Buy
$850 → $1100
Apr-10-24 Reiterated Morgan Stanley
Overweight
$795 → $1000
Apr-08-24 Reiterated KeyBanc Capital Markets
Overweight
$1100 → $1200
Mar-22-24 Reiterated UBS
Buy
$800 → $1100
Mar-21-24 Reiterated TD Cowen
Outperform
$900 → $1100
Mar-07-24 Reiterated Mizuho
Buy
$850 → $1000
Feb-22-24 Reiterated Wolfe Research
Outperform
$630 → $900
Feb-22-24 Reiterated Wedbush
Outperform
$800 → $850
Feb-22-24 Reiterated UBS
Buy
$850 → $800
Feb-22-24 Reiterated Truist
Buy
$691 → $911
Feb-22-24 Reiterated The Benchmark Company
Buy
$625 → $1000
Feb-22-24 Reiterated TD Cowen
Outperform
$700 → $900
Feb-22-24 Reiterated Stifel
Buy
$865 → $910
Feb-22-24 Reiterated Needham
Buy
$600 → $850
Feb-22-24 Reiterated Morgan Stanley
Overweight
$750 → $795
Feb-22-24 Reiterated Mizuho
Buy
$825 → $850
Feb-22-24 Reiterated KeyBanc Capital Markets
Overweight
$740 → $1100
Feb-22-24 Reiterated JP Morgan
Overweight
$650 → $850
Feb-22-24 Reiterated Jefferies
Buy
$610 → $780
Show Previous Ratings
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Hedge Fund and Insider Trading News: Stan Druckenmiller, Ken Griffin, Larry Robbins, Ray Dalio, Baupost Group, Elliott Management, Aspect Capital, RXO, Inc. (RXO), Sunoco LP (SUN), and More
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(The Wall Street Journal)
10:00AM
NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
STEVENS MARK A Director Apr 05 '24 Sale 879.97 22,700 19,975,240 1,052,133 Apr 09 04:30 PM PERRY MARK L Director Apr 02 '24 Sale 887.89 7,000 6,215,259 116,000 Apr 03 04:27 PM STEVENS MARK A Director Mar 28 '24 Sale 905.65 11,000 9,962,150 1,074,833 Apr 01 05:03 PM Dabiri John Director Mar 25 '24 Sale 940.00 128 120,320 2,055 Mar 27 05:06 PM Robertson Donald F Jr Principal Accounting Officer Mar 22 '24 Sale 911.62 450 410,229 49,815 Mar 26 06:38 PM STEVENS MARK A Director Mar 07 '24 Sale 919.33 21,750 19,995,508 1,085,833 Mar 11 04:55 PM COXE TENCH Director Mar 05 '24 Sale 850.10 200,000 170,020,366 3,097,136 Mar 06 06:01 PM Drell Persis Director Mar 05 '24 Sale 845.13 5,000 4,225,640 2,106 Mar 06 07:53 PM STEVENS MARK A Director Mar 04 '24 Sale 853.54 12,000 10,242,502 1,107,583 Mar 06 06:46 PM STEVENS MARK A Director Feb 26 '24 Sale 800.74 5,000 4,003,700 1,119,583 Feb 27 05:08 PM JONES HARVEY C Director Feb 23 '24 Sale 815.87 65,000 53,031,712 731,120 Feb 27 05:02 PM PERRY MARK L Director Feb 23 '24 Sale 796.45 15,000 11,946,692 123,000 Feb 27 05:06 PM STEVENS MARK A Director Feb 23 '24 Sale 797.57 10,000 7,975,700 1,124,583 Feb 27 05:08 PM MCCAFFERY MICHAEL G Director Feb 23 '24 Sale 800.00 4,000 3,200,000 13,566 Feb 27 05:04 PM STEVENS MARK A Director Jan 12 '24 Sale 546.95 36,000 19,690,344 1,134,583 Jan 16 05:33 PM STEVENS MARK A Director Jan 11 '24 Sale 549.88 18,500 10,172,771 1,170,583 Jan 12 05:42 PM STEVENS MARK A Director Jan 10 '24 Sale 542.93 35,648 19,354,238 1,189,083 Jan 12 05:42 PM Shoquist Debora EVP, Operations Jan 08 '24 Sale 500.00 5,676 2,838,000 48,360 Jan 09 05:54 PM Robertson Donald F Jr Principal Accounting Officer Jan 05 '24 Sale 484.62 450 218,079 50,961 Jan 09 05:53 PM Shoquist Debora EVP, Operations Dec 18 '23 Sale 500.04 20,000 10,000,860 54,036 Dec 20 05:20 PM STEVENS MARK A Director Dec 15 '23 Sale 490.20 10,200 5,000,042 969,231 Dec 19 05:54 PM HUDSON DAWN E Director Dec 15 '23 Sale 492.52 1,000 492,525 70,500 Dec 19 05:57 PM STEVENS MARK A Director Dec 13 '23 Sale 481.60 10,400 5,008,640 979,431 Dec 15 07:24 PM MCCAFFERY MICHAEL G Director Dec 13 '23 Sale 481.99 4,250 2,048,448 17,566 Feb 27 05:04 PM Shoquist Debora EVP, Operations Nov 29 '23 Sale 482.42 15,824 7,633,761 74,036 Dec 01 08:26 PM Shoquist Debora EVP, Operations Nov 28 '23 Sale 478.10 20,000 9,561,944 89,860 Nov 28 07:36 PM HUDSON DAWN E Director Nov 28 '23 Sale 477.77 11,000 5,255,469 71,500 Nov 30 05:35 PM Shoquist Debora EVP, Operations Nov 27 '23 Sale 481.85 20,000 9,637,067 109,860 Nov 28 07:36 PM STEVENS MARK A Director Nov 27 '23 Sale 483.18 10,000 4,831,754 989,831 Nov 28 07:38 PM STEVENS MARK A Director Nov 24 '23 Sale 482.00 280 134,960 999,831 Nov 28 07:38 PM Dabiri John Director Nov 24 '23 Sale 484.99 218 105,728 2,183 Nov 28 07:39 PM HUANG JEN HSUN President and CEO Sep 15 '23 Option Exercise 4.00 118,750 475,000 8,037,625 Sep 18 05:00 PM HUANG JEN HSUN President and CEO Sep 14 '23 Option Exercise 4.00 29,684 118,736 7,948,559 Sep 18 05:00 PM HUANG JEN HSUN President and CEO Sep 14 '23 Sale 455.75 29,684 13,528,345 7,918,875 Sep 18 05:00 PM HUANG JEN HSUN President and CEO Sep 13 '23 Option Exercise 4.00 29,688 118,752 7,948,563 Sep 13 08:57 PM HUANG JEN HSUN President and CEO Sep 13 '23 Sale 454.01 29,688 13,478,507 7,918,875 Sep 13 08:57 PM HUANG JEN HSUN President and CEO Sep 12 '23 Option Exercise 4.00 29,688 118,752 7,948,563 Sep 13 08:55 PM HUANG JEN HSUN President and CEO Sep 12 '23 Sale 451.96 29,688 13,417,928 7,918,875 Sep 13 08:55 PM HUANG JEN HSUN President and CEO Sep 11 '23 Option Exercise 4.00 29,688 118,752 7,948,563 Sep 11 08:01 PM HUANG JEN HSUN President and CEO Sep 11 '23 Sale 448.99 29,688 13,329,754 7,918,875 Sep 11 08:01 PM HUANG JEN HSUN President and CEO Sep 08 '23 Option Exercise 4.00 118,750 475,000 7,918,875 Sep 11 07:59 PM HUANG JEN HSUN President and CEO Sep 07 '23 Option Exercise 4.00 29,688 118,752 7,829,813 Sep 11 07:59 PM HUANG JEN HSUN President and CEO Sep 07 '23 Sale 458.30 29,688 13,605,939 7,800,125 Sep 11 07:59 PM HUANG JEN HSUN President and CEO Sep 06 '23 Option Exercise 4.00 29,688 118,752 7,829,813 Sep 06 07:55 PM HUANG JEN HSUN President and CEO Sep 06 '23 Sale 471.55 29,688 13,999,287 7,800,125 Sep 06 07:55 PM HUANG JEN HSUN President and CEO Sep 05 '23 Option Exercise 4.00 29,688 118,752 7,829,813 Sep 06 07:54 PM HUANG JEN HSUN President and CEO Sep 05 '23 Sale 484.66 29,688 14,388,561 7,800,125 Sep 06 07:54 PM HUANG JEN HSUN President and CEO Sep 01 '23 Option Exercise 4.00 29,688 118,752 7,829,813 Sep 06 07:54 PM HUANG JEN HSUN President and CEO Sep 01 '23 Sale 486.40 29,688 14,440,205 7,800,125 Sep 06 07:54 PM STEVENS MARK A Director Aug 29 '23 Sale 489.91 30,675 15,028,072 1,000,111 Aug 30 05:13 PM STEVENS MARK A Director Aug 28 '23 Sale 468.08 21,500 10,063,636 1,030,786 Aug 30 05:13 PM Kress Colette EVP & Chief Financial Officer Aug 28 '23 Sale 460.74 4,980 2,294,476 499,428 Aug 30 05:08 PM Dabiri John Director Jun 26 '23 Sale 424.53 283 120,142 2,401 Jun 27 05:48 PM STEVENS MARK A Director Jun 20 '23 Sale 432.06 40,000 17,282,441 1,052,286 Jun 21 05:01 PM STEVENS MARK A Director Jun 16 '23 Sale 430.50 78,602 33,838,168 1,092,286 Jun 21 05:01 PM COXE TENCH Director Jun 14 '23 Sale 422.15 50,000 21,107,720 3,297,136 Jun 16 05:00 PM SEAWELL A BROOKE Director Jun 14 '23 Sale 424.69 860 365,233 1,438 Jun 15 04:59 PM JONES HARVEY C Director Jun 13 '23 Sale 403.17 119,795 48,297,293 676,396 Jun 14 04:54 PM HUDSON DAWN E Director Jun 07 '23 Sale 384.03 3,500 1,344,108 81,850 Jun 09 04:12 PM JONES HARVEY C Director Jun 02 '23 Sale 405.00 70,205 28,433,025 796,191 Jun 06 04:58 PM Dabiri John Director Jun 01 '23 Sale 384.89 383 147,413 2,034 Jun 05 08:02 PM Kress Colette EVP & Chief Financial Officer May 30 '23 Sale 406.51 6,124 2,489,468 538,745 Jun 01 04:36 PM COXE TENCH Director May 26 '23 Sale 379.00 100,000 37,900,000 3,397,136 May 31 06:26 PM Drell Persis Director May 26 '23 Sale 386.03 7,800 3,011,042 35,478 May 31 05:20 PM Shoquist Debora EVP, Operations May 18 '23 Sale 305.00 23,084 7,040,620 139,860 May 22 04:35 PM
Index RUT P/E 30.34 EPS (ttm) 1.18 Insider Own 4.32% Shs Outstand 31.87M Perf Week 1.53%
Market Cap 1.15B Forward P/E 5.32 EPS next Y 6.76 Insider Trans -8.80% Shs Float 30.58M Perf Month -9.52%
Income 48.16M PEG 55.16 EPS next Q 1.48 Inst Own 124.44% Short Float 23.28% Perf Quarter 9.04%
Sales 566.77M P/S 2.03 EPS this Y 12.64% Inst Trans -1.91% Short Ratio 17.37 Perf Half Y 67.40%
Book/sh 6.13 P/B 5.86 EPS next Y 9.67% ROA 4.16% Short Interest 7.12M Perf Year 55.79%
Cash/sh 9.72 P/C 3.70 EPS next 5Y 0.55% ROE 24.68% 52W Range 20.83 - 40.95 Perf YTD 16.76%
Dividend Est. - P/FCF 4.19 EPS past 5Y - ROI 7.03% 52W High -12.23% Beta 1.06
Dividend TTM - Quick Ratio 1.10 Sales past 5Y 17.87% Gross Margin 57.55% 52W Low 72.54% ATR (14) 1.19
Dividend Ex-Date - Current Ratio 1.17 EPS Y/Y TTM 297.95% Oper. Margin 30.96% RSI (14) 44.14 Volatility 3.01% 3.20%
Employees 197 Debt/Eq 3.45 Sales Y/Y TTM 22.17% Profit Margin 8.50% Recom 1.67 Target Price 40.00
Option/Short Yes / Yes LT Debt/Eq 2.51 EPS Q/Q 482.46% Payout 0.00% Rel Volume 1.39 Prev Close 34.74
Sales Surprise 1.27% EPS Surprise 14.63% Sales Q/Q 15.53% Earnings Feb 22 AMC Avg Volume 409.78K Price 35.94
SMA20 -4.73% SMA50 -2.37% SMA200 26.56% Trades
Volume 618,659 Change 3.45%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-04-24 Downgrade Jefferies
Buy → Hold
$30 → $37
Aug-25-23 Reiterated Needham
Buy
$35 → $36
May-02-23 Resumed Jefferies
Buy
$30
Aug-08-22 Downgrade H.C. Wainwright
Buy → Neutral
Feb-15-22 Upgrade Cantor Fitzgerald
Neutral → Overweight
$18 → $26
Aug-06-21 Downgrade Cantor Fitzgerald
Overweight → Neutral
Jan-11-21 Reiterated H.C. Wainwright
Buy
$29 → $33
Jul-14-20 Initiated BWS Financial
Sell
$8
May-27-20 Initiated Guggenheim
Neutral
Feb-19-20 Resumed Jefferies
Buy
$43
Oct-30-19 Reiterated Needham
Buy
$33 → $25
May-03-19 Resumed H.C. Wainwright
Buy
$23
Apr-12-19 Resumed Janney
Buy
$29
Mar-20-19 Initiated SunTrust
Hold
$22
Jan-16-19 Reiterated Needham
Buy
$35 → $33
Mar-08-18 Reiterated H.C. Wainwright
Buy
$21 → $33
Feb-07-18 Reiterated Needham
Buy
$28 → $35
Dec-05-17 Reiterated Needham
Buy
$25 → $28
Sep-11-17 Initiated H.C. Wainwright
Buy
$21
May-11-17 Reiterated Needham
Buy
$28 → $25
Show Previous Ratings
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(Investor's Business Daily)
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(Associated Press Finance)
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(Thomson Reuters StreetEvents)
Feb-23-23 05:25PM
04:01PM
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Oct-20-22 08:00AM
Sep-30-22 09:27AM
Aug-30-22 08:00AM
Aug-08-22 02:23PM
Aug-04-22 05:35PM
04:01PM
Jul-28-22 10:33AM
(American City Business Journals)
10:02AM
Collegium Pharmaceutical, Inc. is a pharmaceutical company, which engages in development and planning to commercialize next generation, abuse-deterrent products for the treatment of patients suffering from chronic pain and other diseases. Its products include Xtampza ER, Nucynta ER and Nucynta IR, Belbuca, and Symproic. The company was founded by Michael Thomas Heffernan in April 2002 and is headquartered in Stoughton, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Smith Thomas B EVP and Chief Medical Officer Feb 29 '24 Sale 36.76 995 36,580 63,409 Mar 04 04:26 PM Dreyer Scott EVP & Chief Commercial Officer Feb 26 '24 Sale 36.43 10,000 364,270 138,918 Feb 28 04:14 PM Dreyer Scott EVP & Chief Commercial Officer Jan 16 '24 Sale 32.28 23,560 760,519 111,322 Jan 18 04:19 PM Ciaffoni Joseph President and CEO Dec 21 '23 Option Exercise 21.34 4,357 92,978 279,357 Dec 22 04:36 PM Ciaffoni Joseph President and CEO Dec 21 '23 Sale 30.38 4,357 132,377 275,000 Dec 22 04:36 PM Ciaffoni Joseph President and CEO Dec 20 '23 Option Exercise 21.34 26,454 564,528 301,454 Dec 20 05:51 PM Ciaffoni Joseph President and CEO Dec 20 '23 Sale 30.40 26,454 804,210 275,000 Dec 20 05:51 PM Ciaffoni Joseph President and CEO Dec 19 '23 Option Exercise 21.34 14,516 309,771 289,516 Dec 20 05:51 PM Ciaffoni Joseph President and CEO Dec 19 '23 Sale 30.03 14,516 435,942 275,000 Dec 20 05:51 PM Ciaffoni Joseph President and CEO Dec 18 '23 Option Exercise 21.34 27,798 593,209 302,798 Dec 20 05:51 PM Ciaffoni Joseph President and CEO Dec 18 '23 Sale 30.04 27,798 834,935 275,000 Dec 20 05:51 PM Kuhlmann Shirley R. EVP and General Counsel Nov 27 '23 Option Exercise 15.90 25,600 407,040 145,118 Nov 29 04:32 PM Kuhlmann Shirley R. EVP and General Counsel Nov 27 '23 Sale 25.78 25,600 660,014 119,518 Nov 29 04:32 PM Kuhlmann Shirley R. EVP and General Counsel Jun 26 '23 Sale 21.72 17,984 390,633 119,518 Jun 28 04:08 PM Ciaffoni Joseph President and CEO Jun 02 '23 Sale 21.60 31,272 675,424 275,000 Jun 02 07:08 PM Ciaffoni Joseph President and CEO Jun 01 '23 Sale 22.09 31,272 690,758 306,272 Jun 02 07:08 PM Ciaffoni Joseph President and CEO May 31 '23 Sale 21.87 31,272 683,797 337,544 Jun 01 04:15 PM Ciaffoni Joseph President and CEO May 30 '23 Sale 21.90 31,271 684,907 368,816 Jun 01 04:15 PM
Index RUT P/E - EPS (ttm) -0.08 Insider Own 5.72% Shs Outstand 120.70M Perf Week 2.98%
Market Cap 2.63B Forward P/E 83.81 EPS next Y 0.26 Insider Trans -5.03% Shs Float 115.80M Perf Month -12.51%
Income -8.57M PEG - EPS next Q -0.03 Inst Own 94.26% Short Float 5.74% Perf Quarter 1.33%
Sales 403.09M P/S 6.52 EPS this Y 178.15% Inst Trans 6.30% Short Ratio 4.62 Perf Half Y -23.12%
Book/sh 6.41 P/B 3.34 EPS next Y 366.97% ROA -0.98% Short Interest 6.65M Perf Year -28.08%
Cash/sh 5.33 P/C 4.02 EPS next 5Y - ROE -1.35% 52W Range 18.65 - 35.80 Perf YTD -7.52%
Dividend Est. - P/FCF 33.03 EPS past 5Y 21.75% ROI -1.09% 52W High -40.20% Beta 1.07
Dividend TTM - Quick Ratio 2.98 Sales past 5Y 43.66% Gross Margin 59.09% 52W Low 14.80% ATR (14) 0.85
Dividend Ex-Date - Current Ratio 2.98 EPS Y/Y TTM 77.39% Oper. Margin -5.20% RSI (14) 38.53 Volatility 3.11% 3.51%
Employees 1200 Debt/Eq 0.00 Sales Y/Y TTM 39.30% Profit Margin -2.13% Recom 1.22 Target Price 34.65
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 196.15% Payout - Rel Volume 0.84 Prev Close 21.02
Sales Surprise 8.56% EPS Surprise 113.25% Sales Q/Q 37.63% Earnings May 07 AMC Avg Volume 1.44M Price 21.41
SMA20 -5.78% SMA50 -11.09% SMA200 -19.14% Trades
Volume 1,210,791 Change 1.86%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-01-24 Downgrade Morgan Stanley
Overweight → Equal-Weight
$27 → $30
Feb-06-24 Initiated Deutsche Bank
Buy
$27
Jan-29-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$27
Jan-23-24 Initiated Oppenheimer
Outperform
$25
Dec-18-23 Downgrade JP Morgan
Overweight → Neutral
$29
Oct-31-23 Resumed Wells Fargo
Overweight
$35
Oct-20-23 Resumed UBS
Buy
$36
Oct-12-23 Initiated Seaport Research Partners
Buy
$40
Sep-28-23 Initiated BTIG Research
Buy
$37
Jun-23-23 Initiated B. Riley Securities
Buy
$38
Jan-23-23 Initiated Morgan Stanley
Equal-Weight
$26
Oct-24-22 Initiated Loop Capital
Buy
$25
Sep-23-22 Initiated Truist
Buy
$36
Jul-14-22 Upgrade Goldman
Neutral → Buy
$26 → $30
Jun-10-22 Initiated Stephens
Overweight
$24
Apr-13-22 Initiated SMBC Nikko
Outperform
$40
Apr-05-22 Initiated Wells Fargo
Overweight
$41
Feb-01-22 Upgrade Raymond James
Outperform → Strong Buy
$48 → $39
Dec-10-21 Initiated Goldman
Neutral
$47
Jun-21-21 Initiated Wolfe Research
Outperform
$40
Show Previous Ratings
Apr-18-24 10:00AM
Apr-16-24 04:05PM
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Flywire Corp. is a payments enablement and software company. The firm engages in providing vertical-specific software and payments technology to embed within the existing accounts receivable (AR) workflows for clients across the education, healthcare, travel vertical markets, and business-to-business (B2B) industries. It also integrates with enterprise resource planning (ERP) systems, such as NetSuite, which allows organizations to optimize the payment experience of customers. The company was founded by Marcaide Marchite Iker in July 2009 and is headquartered in Boston, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Massaro Michael Chief Executive Officer Apr 03 '24 Sale 24.07 13,043 314,005 1,655,673 Apr 05 04:12 PM Massaro Michael Chief Executive Officer Apr 03 '24 Sale 24.07 4,892 117,773 307,548 Apr 05 04:12 PM Massaro Michael Chief Executive Officer Mar 20 '24 Sale 25.06 16,828 421,651 1,668,716 Mar 21 07:08 PM Massaro Michael Chief Executive Officer Mar 20 '24 Sale 25.06 6,311 158,132 312,440 Mar 21 07:08 PM Massaro Michael Chief Executive Officer Mar 19 '24 Sale 25.11 49,844 1,251,822 1,685,544 Mar 21 07:08 PM Massaro Michael Chief Executive Officer Mar 19 '24 Sale 25.11 18,689 469,370 318,751 Mar 21 07:08 PM Riese Phillip John Director Mar 13 '24 Sale 26.21 25,000 655,138 207,037 Mar 14 04:11 PM Riese Phillip John Director Mar 12 '24 Sale 26.41 50,000 1,320,665 232,037 Mar 14 04:11 PM Riese Phillip John Director Mar 11 '24 Sale 26.37 50,000 1,318,269 282,037 Mar 12 04:29 PM Riese Phillip John Director Mar 08 '24 Option Exercise 0.20 240,000 48,000 332,037 Mar 12 04:29 PM Butterfield Peter General Counsel and CCO Mar 08 '24 Sale 26.63 15,720 418,587 198,133 Mar 12 04:28 PM Massaro Michael Chief Executive Officer Mar 05 '24 Sale 27.18 7,644 207,726 1,735,388 Mar 06 06:37 PM Orgel Rob President and COO Mar 05 '24 Sale 27.18 3,822 103,863 464,463 Mar 06 06:49 PM King David R. Chief Technology Officer Mar 05 '24 Sale 27.18 3,502 95,167 618,066 Mar 06 06:40 PM Butterfield Peter General Counsel and CCO Mar 05 '24 Sale 27.18 825 22,419 213,853 Mar 06 06:38 PM Massaro Michael Chief Executive Officer Mar 04 '24 Sale 27.30 28,822 786,841 1,743,032 Mar 06 06:37 PM Orgel Rob President and COO Mar 04 '24 Sale 27.30 17,150 468,195 468,285 Mar 06 06:49 PM King David R. Chief Technology Officer Mar 04 '24 Sale 27.30 9,366 255,692 621,568 Mar 06 06:40 PM Butterfield Peter General Counsel and CCO Mar 04 '24 Sale 27.30 4,730 129,129 214,678 Mar 06 06:38 PM Butterfield Peter General Counsel and CCO Feb 28 '24 Option Exercise 3.95 4,500 17,760 147,213 Mar 01 04:35 PM Butterfield Peter General Counsel and CCO Feb 28 '24 Sale 31.16 4,500 140,205 142,713 Mar 01 04:35 PM Ellis Michael G Chief Financial Officer Feb 15 '24 Option Exercise 3.95 3,500 13,825 340,818 Feb 16 04:28 PM Ellis Michael G Chief Financial Officer Feb 15 '24 Sale 20.83 3,500 72,905 337,318 Feb 16 04:28 PM Ellis Michael G Chief Financial Officer Jan 16 '24 Option Exercise 3.95 3,500 13,825 340,818 Jan 18 04:12 PM Ellis Michael G Chief Financial Officer Jan 16 '24 Sale 20.31 3,500 71,085 337,318 Jan 18 04:12 PM King David R. Chief Technology Officer Jan 03 '24 Option Exercise 3.95 17,156 67,766 490,326 Jan 05 04:16 PM Massaro Michael Chief Executive Officer Dec 14 '23 Option Exercise 2.62 953,557 2,497,125 1,842,451 Dec 15 04:34 PM Orgel Rob President and COO Dec 08 '23 Option Exercise 3.30 30,272 99,898 286,862 Dec 12 04:50 PM Butterfield Peter General Counsel and CCO Dec 08 '23 Option Exercise 3.95 125 493 144,493 Dec 12 04:18 PM Butterfield Peter General Counsel and CCO Dec 08 '23 Sale 21.78 2,161 47,075 142,332 Dec 12 04:18 PM Ellis Michael G Chief Financial Officer Dec 06 '23 Sale 23.16 3,394 78,605 337,004 Dec 07 04:15 PM Massaro Michael Chief Executive Officer Dec 05 '23 Sale 23.40 7,679 179,704 947,970 Dec 07 04:22 PM Orgel Rob President and COO Dec 05 '23 Sale 23.40 3,839 89,840 256,590 Dec 07 04:28 PM King David R. Chief Technology Officer Dec 05 '23 Sale 23.40 3,518 82,328 473,170 Dec 07 04:26 PM Ellis Michael G Chief Financial Officer Dec 05 '23 Sale 23.40 2,232 52,233 340,398 Dec 07 04:15 PM Butterfield Peter General Counsel and CCO Dec 05 '23 Sale 23.40 1,339 31,335 144,368 Dec 07 04:16 PM Ellis Michael G Chief Financial Officer Dec 01 '23 Option Exercise 3.95 5,000 19,750 347,630 Dec 05 04:17 PM Ellis Michael G Chief Financial Officer Dec 01 '23 Sale 24.00 5,000 120,000 342,630 Dec 05 04:17 PM King David R. Chief Technology Officer Nov 16 '23 Option Exercise 3.95 15,000 59,250 476,688 Nov 20 04:21 PM Ellis Michael G Chief Financial Officer Nov 15 '23 Option Exercise 3.95 5,000 19,750 347,630 Nov 17 04:29 PM Ellis Michael G Chief Financial Officer Nov 15 '23 Sale 22.47 5,000 112,350 342,630 Nov 17 04:29 PM King David R. Chief Technology Officer Nov 14 '23 Option Exercise 3.95 7,888 31,158 461,688 Nov 15 06:42 PM King David R. Chief Technology Officer Nov 13 '23 Option Exercise 3.95 15,681 61,940 453,800 Nov 15 06:42 PM Ellis Michael G Chief Financial Officer Nov 09 '23 Option Exercise 0.35 101,729 35,941 342,630 Nov 13 05:41 PM King David R. Chief Technology Officer Oct 27 '23 Option Exercise 3.95 9,900 39,105 438,119 Oct 31 05:30 PM Butterfield Peter General Counsel and CCO Oct 18 '23 Option Exercise 3.95 11,232 44,328 157,377 Oct 19 04:11 PM Butterfield Peter General Counsel and CCO Oct 18 '23 Sale 28.60 11,232 321,233 146,145 Oct 19 04:11 PM Massaro Michael Chief Executive Officer Oct 18 '23 Sale 29.03 10,749 311,994 955,649 Oct 19 04:11 PM Massaro Michael Chief Executive Officer Oct 17 '23 Sale 29.00 11,457 332,199 966,398 Oct 19 04:11 PM Ellis Michael G Chief Financial Officer Oct 13 '23 Option Exercise 3.95 10,000 39,500 250,719 Oct 17 04:18 PM Ellis Michael G Chief Financial Officer Oct 13 '23 Sale 28.47 10,000 284,700 240,719 Oct 17 04:18 PM Massaro Michael Chief Executive Officer Oct 05 '23 Sale 29.76 11,457 340,919 977,855 Oct 06 04:12 PM Massaro Michael Chief Executive Officer Oct 04 '23 Sale 29.43 11,457 337,127 989,312 Oct 06 04:12 PM Massaro Michael Chief Executive Officer Sep 19 '23 Sale 30.20 11,457 346,004 1,000,769 Sep 20 04:11 PM Massaro Michael Chief Executive Officer Sep 18 '23 Sale 30.93 11,457 354,331 1,012,226 Sep 20 04:11 PM Ellis Michael G Chief Financial Officer Sep 15 '23 Option Exercise 3.95 6,500 25,675 247,219 Sep 19 04:18 PM Ellis Michael G Chief Financial Officer Sep 15 '23 Sale 31.30 6,500 203,450 240,719 Sep 19 04:18 PM Orgel Rob President and COO Sep 06 '23 Option Exercise 3.30 35,000 115,500 299,434 Sep 07 04:20 PM Orgel Rob President and COO Sep 06 '23 Sale 33.12 39,005 1,292,033 260,429 Sep 07 04:20 PM Massaro Michael Chief Executive Officer Sep 06 '23 Sale 33.40 11,457 382,695 1,023,683 Sep 07 04:22 PM Ellis Michael G Chief Financial Officer Sep 06 '23 Sale 33.54 3,375 113,198 240,719 Sep 07 04:20 PM Butterfield Peter General Counsel and CCO Sep 05 '23 Option Exercise 3.95 9,207 36,336 157,377 Sep 07 04:20 PM Massaro Michael Chief Executive Officer Sep 05 '23 Sale 33.79 19,199 648,736 1,035,140 Sep 07 04:22 PM Butterfield Peter General Counsel and CCO Sep 05 '23 Sale 33.72 12,583 424,325 146,145 Sep 07 04:20 PM Orgel Rob President and COO Sep 05 '23 Sale 33.78 3,871 130,778 264,434 Sep 07 04:20 PM King David R. Chief Technology Officer Sep 05 '23 Sale 33.75 3,548 119,738 428,219 Sep 07 04:21 PM Ellis Michael G Chief Financial Officer Sep 05 '23 Sale 33.75 2,251 75,967 244,094 Sep 07 04:20 PM Massaro Michael Chief Executive Officer Aug 30 '23 Sale 32.99 11,457 377,919 1,054,339 Aug 31 04:12 PM Massaro Michael Chief Executive Officer Aug 29 '23 Sale 31.95 11,457 366,016 1,065,796 Aug 31 04:12 PM Butterfield Peter General Counsel and CCO Aug 21 '23 Option Exercise 0.35 40,000 14,120 149,521 Aug 22 04:10 PM Butterfield Peter General Counsel and CCO Aug 18 '23 Option Exercise 3.95 11,232 44,328 120,753 Aug 22 04:10 PM Butterfield Peter General Counsel and CCO Aug 18 '23 Sale 31.04 11,232 348,589 109,521 Aug 22 04:10 PM Massaro Michael Chief Executive Officer Aug 18 '23 Sale 30.27 11,457 346,809 1,077,253 Aug 21 04:10 PM Massaro Michael Chief Executive Officer Aug 17 '23 Sale 30.70 11,457 351,769 1,088,710 Aug 21 04:10 PM Ellis Michael G Chief Financial Officer Aug 15 '23 Option Exercise 3.95 75,000 296,250 321,345 Aug 17 04:12 PM Ellis Michael G Chief Financial Officer Aug 15 '23 Sale 30.29 75,000 2,271,668 246,345 Aug 17 04:12 PM King David R. Chief Technology Officer Aug 09 '23 Sale 35.55 2,450 87,097 276,204 Aug 11 04:16 PM Massaro Michael Chief Executive Officer Aug 01 '23 Option Exercise 3.28 35,750 117,260 1,100,167 Aug 03 04:21 PM Riese Phillip John Director Jul 27 '23 Option Exercise 0.18 70,096 12,617 92,037 Jul 28 04:17 PM Butterfield Peter General Counsel and CCO Jul 18 '23 Option Exercise 3.95 7,862 31,028 120,753 Jul 20 04:27 PM Butterfield Peter General Counsel and CCO Jul 18 '23 Sale 33.21 11,232 372,977 109,521 Jul 20 04:27 PM King David R. Chief Technology Officer Jul 17 '23 Sale 33.55 50,000 1,677,290 278,654 Jul 19 04:14 PM Massaro Michael Chief Executive Officer Jul 13 '23 Sale 30.96 11,457 354,670 1,063,373 Jul 14 04:14 PM Ellis Michael G Chief Financial Officer Jul 12 '23 Option Exercise 3.28 12,000 39,319 238,459 Jul 14 04:09 PM Ellis Michael G Chief Financial Officer Jul 12 '23 Sale 30.26 12,000 363,170 226,459 Jul 14 04:09 PM Massaro Michael Chief Executive Officer Jul 12 '23 Sale 29.84 11,457 341,920 1,074,830 Jul 14 04:14 PM Orgel Rob President and COO Jul 05 '23 Option Exercise 3.95 15,000 59,250 286,940 Jul 07 04:51 PM Orgel Rob President and COO Jul 05 '23 Sale 29.67 19,065 565,684 267,875 Jul 07 04:51 PM Massaro Michael Chief Executive Officer Jul 05 '23 Sale 29.93 11,457 342,914 1,093,909 Jul 06 04:13 PM Massaro Michael Chief Executive Officer Jul 03 '23 Sale 30.92 11,457 354,303 1,105,366 Jul 06 04:13 PM Harris Matthew C Director Jun 16 '23 Sale 31.16 242,386 7,552,737 0 Jun 16 06:44 PM Massaro Michael Chief Executive Officer Jun 14 '23 Sale 31.26 11,457 358,199 1,116,823 Jun 15 04:22 PM King David R. Chief Technology Officer Jun 13 '23 Sale 32.53 47,804 1,554,897 328,654 Jun 15 04:29 PM Massaro Michael Chief Executive Officer Jun 13 '23 Sale 32.31 11,457 370,221 1,128,280 Jun 15 04:22 PM Ellis Michael G Chief Financial Officer Jun 12 '23 Option Exercise 3.28 7,807 25,580 239,891 Jun 14 07:10 PM Ellis Michael G Chief Financial Officer Jun 12 '23 Sale 32.17 12,000 386,045 227,891 Jun 14 07:10 PM King David R. Chief Technology Officer Jun 12 '23 Sale 32.51 1,200 39,011 376,458 Jun 13 04:15 PM King David R. Chief Technology Officer Jun 09 '23 Sale 32.51 996 32,381 377,658 Jun 13 04:15 PM Massaro Michael Chief Executive Officer Jun 06 '23 Sale 31.18 11,457 357,264 1,139,737 Jun 07 04:12 PM Butterfield Peter General Counsel and CCO Jun 05 '23 Option Exercise 3.69 5,399 19,903 125,084 Jun 07 04:13 PM
Index S&P 500 P/E 88.03 EPS (ttm) 8.42 Insider Own 0.49% Shs Outstand 204.72M Perf Week -0.51%
Market Cap 151.89B Forward P/E 46.31 EPS next Y 16.00 Insider Trans -6.19% Shs Float 203.99M Perf Month -4.29%
Income 1.73B PEG 3.85 EPS next Q 3.14 Inst Own 89.05% Short Float 1.45% Perf Quarter -1.66%
Sales 8.97B P/S 16.93 EPS this Y 22.09% Inst Trans -0.19% Short Ratio 2.45 Perf Half Y 36.58%
Book/sh 37.26 P/B 19.89 EPS next Y 21.57% ROA 11.28% Short Interest 2.95M Perf Year 56.55%
Cash/sh 23.82 P/C 31.10 EPS next 5Y 22.84% ROE 27.35% 52W Range 427.68 - 815.32 Perf YTD 4.88%
Dividend Est. - P/FCF 56.17 EPS past 5Y - ROI 17.62% 52W High -9.12% Beta 0.96
Dividend TTM - Quick Ratio 0.99 Sales past 5Y 28.08% Gross Margin 78.59% 52W Low 73.25% ATR (14) 19.60
Dividend Ex-Date - Current Ratio 0.99 EPS Y/Y TTM 426.80% Oper. Margin 8.49% RSI (14) 45.41 Volatility 2.08% 2.40%
Employees 22668 Debt/Eq 0.30 Sales Y/Y TTM 23.82% Profit Margin 19.30% Recom 1.38 Target Price 858.83
Option/Short Yes / Yes LT Debt/Eq 0.29 EPS Q/Q 92.87% Payout 0.00% Rel Volume 0.88 Prev Close 721.95
Sales Surprise 1.47% EPS Surprise 11.71% Sales Q/Q 25.62% Earnings Apr 24 AMC Avg Volume 1.21M Price 740.95
SMA20 -2.26% SMA50 -3.07% SMA200 12.05% Trades
Volume 1,164,909 Change 2.63%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-15-24 Downgrade Guggenheim
Buy → Neutral
Mar-21-24 Initiated KeyBanc Capital Markets
Overweight
$1000
Jan-22-24 Reiterated Needham
Buy
$660 → $900
Sep-15-23 Initiated HSBC Securities
Buy
$704
Jun-14-23 Initiated Needham
Buy
$660
Apr-28-23 Upgrade Exane BNP Paribas
Underperform → Neutral
$410
Apr-04-23 Upgrade Robert W. Baird
Neutral → Outperform
$475 → $548
Jan-09-23 Downgrade Truist
Buy → Hold
$525 → $420
Nov-02-22 Resumed Macquarie
Outperform
$500
Oct-31-22 Initiated CapitalOne
Overweight
$516
Oct-27-22 Upgrade MoffettNathanson
Market Perform → Outperform
$549
Oct-24-22 Upgrade Guggenheim
Neutral → Buy
Oct-11-22 Upgrade JP Morgan
Neutral → Overweight
$460
Sep-22-22 Initiated MoffettNathanson
Hold
$553
Aug-12-22 Initiated Guggenheim
Neutral
$510
Jul-20-22 Initiated Bernstein
Outperform
$646
May-18-22 Initiated Wells Fargo
Overweight
$600
Mar-29-22 Downgrade Exane BNP Paribas
Neutral → Underperform
$460
Jan-27-22 Upgrade Piper Sandler
Neutral → Overweight
$650
Jan-27-22 Reiterated Oppenheimer
Outperform
$775 → $660
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ServiceNow, Inc. engages in the provision of end-to-end workflow automation platform for digital businesses. Its Now Platform cloud-based solution is embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Canney Jacqueline P Chief People Officer Apr 15 '24 Option Exercise 0.00 724 0 2,808 Apr 17 04:05 PM Smith Paul John Chief Commercial Officer Feb 27 '24 Sale 767.27 2,600 1,994,891 2,853 Feb 28 04:10 PM Bedi Christopher Chief Digital Information Ofc Feb 26 '24 Sale 786.32 3,200 2,516,221 15,463 Feb 28 04:10 PM McDermott William R Chairman & CEO Feb 20 '24 Sale 746.72 30,489 22,766,707 0 Feb 21 07:34 PM Smith Paul John Chief Commercial Officer Feb 20 '24 Sale 745.32 5,159 3,845,116 5,453 Feb 21 07:32 PM McDermott William R Chairman & CEO Feb 20 '24 Sale 753.08 5,030 3,787,992 17,177 Feb 21 07:34 PM Smith Paul John Chief Commercial Officer Feb 16 '24 Option Exercise 0.00 9,220 0 10,612 Feb 21 07:32 PM Canney Jacqueline P Chief People Officer Feb 16 '24 Option Exercise 0.00 4,249 0 6,599 Feb 21 07:36 PM Bedi Christopher Chief Digital Information Ofc Feb 16 '24 Option Exercise 0.00 4,118 0 20,353 Feb 21 07:37 PM ELMER RUSSELL S General Counsel Feb 16 '24 Option Exercise 0.00 4,067 0 10,081 Feb 21 07:37 PM Desai Chirantan Jitendra President & COO Feb 16 '24 Option Exercise 0.00 11,290 0 51,247 Feb 21 07:35 PM Mastantuono Gina Chief Financial Officer Feb 16 '24 Option Exercise 0.00 7,211 0 17,681 Feb 21 07:36 PM McBride Kevin Thomas Principal Accounting Officer Feb 16 '24 Option Exercise 0.00 1,032 0 2,901 Feb 21 07:33 PM McDermott William R Chairman & CEO Feb 16 '24 Option Exercise 0.00 18,823 0 30,097 Feb 21 07:34 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Feb 16 '24 Option Exercise 0.00 4,154 0 6,670 Feb 21 07:32 PM McDermott William R Chairman & CEO Feb 15 '24 Option Exercise 0.00 3,196 0 14,303 Feb 20 04:28 PM Chamberlain Paul Edward Director Feb 15 '24 Sale 795.00 135 107,325 10,609 Feb 20 04:22 PM Smith Paul John Chief Commercial Officer Feb 13 '24 Sale 767.12 1,180 905,202 1,392 Feb 14 04:11 PM Mastantuono Gina Chief Financial Officer Feb 12 '24 Option Exercise 0.00 2,109 0 11,839 Feb 14 04:15 PM McDermott William R Chairman & CEO Feb 12 '24 Option Exercise 0.00 5,568 0 13,269 Feb 14 04:11 PM Desai Chirantan Jitendra President & COO Feb 12 '24 Option Exercise 0.00 3,166 0 42,062 Feb 14 04:12 PM ELMER RUSSELL S General Counsel Feb 12 '24 Option Exercise 0.00 1,266 0 6,867 Feb 14 04:14 PM Bedi Christopher Chief Digital Information Ofc Feb 12 '24 Option Exercise 0.00 1,266 0 17,081 Feb 14 04:14 PM Canney Jacqueline P Chief People Officer Feb 12 '24 Option Exercise 0.00 1,266 0 3,055 Feb 14 04:12 PM Smith Paul John Chief Commercial Officer Feb 12 '24 Option Exercise 0.00 2,109 0 2,572 Feb 14 04:11 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Feb 12 '24 Option Exercise 0.00 1,056 0 3,592 Feb 14 04:13 PM Smith Paul John Chief Commercial Officer Feb 08 '24 Sale 795.24 503 400,006 463 Feb 09 04:08 PM ELMER RUSSELL S General Counsel Feb 07 '24 Option Exercise 0.00 2,469 0 6,672 Feb 09 04:10 PM Mastantuono Gina Chief Financial Officer Feb 07 '24 Option Exercise 0.00 3,901 0 11,716 Feb 09 04:11 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Feb 07 '24 Option Exercise 0.00 1,564 0 3,095 Feb 09 04:09 PM Canney Jacqueline P Chief People Officer Feb 07 '24 Option Exercise 0.00 1,719 0 2,713 Feb 09 04:09 PM Desai Chirantan Jitendra President & COO Feb 07 '24 Option Exercise 0.00 6,501 0 42,004 Feb 09 04:08 PM McDermott William R Chairman & CEO Feb 07 '24 Option Exercise 0.00 10,397 0 12,805 Feb 09 04:10 PM Smith Paul John Chief Commercial Officer Feb 07 '24 Option Exercise 0.00 925 0 966 Feb 09 04:08 PM McBride Kevin Thomas Principal Accounting Officer Feb 07 '24 Option Exercise 0.00 335 0 2,034 Feb 09 04:08 PM Bedi Christopher Chief Digital Information Ofc Feb 07 '24 Option Exercise 0.00 2,341 0 16,828 Feb 09 04:08 PM Bedi Christopher Chief Digital Information Ofc Feb 02 '24 Sale 782.29 1,150 899,630 14,592 Feb 06 07:57 PM Smith Paul John Chief Commercial Officer Jan 30 '24 Sale 781.06 1,795 1,402,004 0 Jan 31 05:04 PM Canney Jacqueline P Chief People Officer Jan 29 '24 Sale 776.61 837 650,020 994 Jan 31 05:01 PM Canney Jacqueline P Chief People Officer Jan 12 '24 Option Exercise 0.00 724 0 2,104 Jan 17 04:13 PM Mastantuono Gina Chief Financial Officer Jan 08 '24 Option Exercise 0.00 1,530 0 8,535 Jan 10 05:24 PM Chamberlain Paul Edward Director Nov 30 '23 Sale 682.00 135 92,070 10,744 Dec 01 04:31 PM Smith Paul John Chief Commercial Officer Nov 29 '23 Sale 672.54 752 505,750 1,795 Dec 01 04:30 PM Desai Chirantan Jitendra President & COO Nov 28 '23 Sale 667.47 3,150 2,102,543 35,754 Nov 29 04:48 PM Desai Chirantan Jitendra President & COO Nov 24 '23 Sale 671.84 3,150 2,116,309 38,904 Nov 27 05:59 PM Smith Paul John Chief Commercial Officer Nov 20 '23 Sale 660.91 619 409,102 2,547 Nov 21 04:57 PM Mastantuono Gina Chief Financial Officer Nov 20 '23 Sale 654.00 275 179,850 7,005 Nov 21 04:58 PM ELMER RUSSELL S General Counsel Nov 20 '23 Sale 654.00 91 59,514 4,314 Nov 21 04:57 PM Bedi Christopher Chief Digital Information Ofc Nov 20 '23 Sale 654.00 29 18,966 15,712 Nov 21 04:58 PM Smith Paul John Chief Commercial Officer Nov 17 '23 Option Exercise 0.00 1,109 0 3,166 Nov 21 04:57 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Nov 17 '23 Option Exercise 0.00 677 0 1,680 Nov 21 04:56 PM McDermott William R Chairman & CEO Nov 17 '23 Option Exercise 0.00 1,444 0 3,289 Nov 21 04:58 PM Bedi Christopher Chief Digital Information Ofc Nov 17 '23 Option Exercise 0.00 352 0 15,831 Nov 21 04:58 PM ELMER RUSSELL S General Counsel Nov 17 '23 Option Exercise 0.00 359 0 4,493 Nov 21 04:57 PM Desai Chirantan Jitendra President & COO Nov 17 '23 Option Exercise 0.00 862 0 42,305 Nov 21 04:58 PM Canney Jacqueline P Chief People Officer Nov 17 '23 Option Exercise 0.00 194 0 1,480 Nov 21 04:57 PM McBride Kevin Thomas Principal Accounting Officer Nov 17 '23 Option Exercise 0.00 47 0 1,694 Nov 21 04:57 PM Mastantuono Gina Chief Financial Officer Nov 17 '23 Option Exercise 0.00 548 0 7,439 Nov 21 04:58 PM McDermott William R Chairman & CEO Nov 15 '23 Option Exercise 0.00 3,197 0 3,735 Nov 17 04:34 PM Smith Paul John Chief Commercial Officer Nov 13 '23 Sale 635.47 129 81,975 2,057 Nov 14 04:51 PM ELMER RUSSELL S General Counsel Nov 13 '23 Sale 633.78 69 43,731 4,225 Nov 14 04:51 PM Smith Paul John Chief Commercial Officer Nov 10 '23 Option Exercise 0.00 228 0 2,186 Nov 14 04:51 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Nov 10 '23 Option Exercise 0.00 114 0 1,278 Nov 14 04:51 PM ELMER RUSSELL S General Counsel Nov 10 '23 Option Exercise 0.00 137 0 4,362 Nov 14 04:51 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Nov 09 '23 Sale 625.10 937 585,719 1,164 Nov 13 04:15 PM Canney Jacqueline P Chief People Officer Nov 09 '23 Sale 630.37 714 450,081 1,219 Nov 13 04:17 PM Mastantuono Gina Chief Financial Officer Nov 08 '23 Sale 616.08 88 54,215 7,005 Nov 09 05:19 PM ELMER RUSSELL S General Counsel Nov 08 '23 Sale 616.08 56 34,500 4,225 Nov 09 05:20 PM Smith Paul John Chief Commercial Officer Nov 08 '23 Sale 621.64 36 22,379 1,958 Nov 09 05:21 PM Bedi Christopher Chief Digital Information Ofc Nov 08 '23 Sale 616.08 17 10,473 15,519 Nov 09 05:20 PM Bedi Christopher Chief Digital Information Ofc Nov 07 '23 Option Exercise 0.00 105 0 15,589 Nov 09 05:20 PM ELMER RUSSELL S General Counsel Nov 07 '23 Option Exercise 0.00 112 0 4,337 Nov 09 05:20 PM Smith Paul John Chief Commercial Officer Nov 07 '23 Option Exercise 0.00 64 0 1,994 Nov 09 05:21 PM Mastantuono Gina Chief Financial Officer Nov 07 '23 Option Exercise 0.00 175 0 7,180 Nov 09 05:19 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Nov 07 '23 Option Exercise 0.00 70 0 2,133 Nov 09 05:28 PM McBride Kevin Thomas Principal Accounting Officer Nov 07 '23 Option Exercise 0.00 334 0 1,806 Nov 09 05:23 PM McDermott William R Chairman & CEO Nov 07 '23 Option Exercise 0.00 468 0 468 Nov 09 05:22 PM Desai Chirantan Jitendra President & COO Nov 07 '23 Option Exercise 0.00 292 0 41,599 Nov 09 05:23 PM Mastantuono Gina Chief Financial Officer Nov 02 '23 Sale 601.21 919 552,512 7,005 Nov 06 04:10 PM Bedi Christopher Chief Digital Information Ofc Nov 01 '23 Option Exercise 74.97 1,000 74,970 16,484 Nov 02 05:22 PM Mastantuono Gina Chief Financial Officer Nov 01 '23 Sale 581.00 1,178 684,418 7,924 Nov 02 05:23 PM Bedi Christopher Chief Digital Information Ofc Nov 01 '23 Sale 581.00 1,000 581,000 15,484 Nov 02 05:22 PM Smith Paul John Chief Commercial Officer Oct 31 '23 Sale 582.63 859 500,482 1,930 Nov 02 05:24 PM Canney Jacqueline P Chief People Officer Oct 13 '23 Option Exercise 0.00 723 0 2,303 Oct 17 04:48 PM Mastantuono Gina Chief Financial Officer Oct 09 '23 Sale 554.89 386 214,188 9,102 Oct 10 05:03 PM Mastantuono Gina Chief Financial Officer Oct 06 '23 Option Exercise 0.00 1,528 0 10,246 Oct 10 05:03 PM Bedi Christopher Chief Digital Information Ofc Oct 02 '23 Option Exercise 74.97 1,000 74,970 16,484 Oct 03 04:15 PM Bedi Christopher Chief Digital Information Ofc Oct 02 '23 Sale 554.75 1,000 554,750 15,484 Oct 03 04:15 PM Bedi Christopher Chief Digital Information Ofc Sep 01 '23 Option Exercise 74.97 1,000 74,970 16,484 Sep 05 04:43 PM Bedi Christopher Chief Digital Information Ofc Sep 01 '23 Sale 593.51 1,000 593,510 15,484 Sep 05 04:43 PM Desai Chirantan Jitendra President & COO Aug 31 '23 Sale 592.10 4,500 2,664,454 41,307 Sep 05 04:41 PM Smith Paul John Chief Commercial Officer Aug 29 '23 Sale 565.16 355 200,632 2,789 Aug 31 05:24 PM Mastantuono Gina Chief Financial Officer Aug 21 '23 Sale 550.00 29 15,950 8,718 Aug 23 06:22 PM Smith Paul John Chief Commercial Officer Aug 18 '23 Sale 540.37 630 340,433 3,144 Aug 21 04:15 PM ELMER RUSSELL S General Counsel Aug 18 '23 Sale 535.10 91 48,694 4,225 Aug 21 04:17 PM Mastantuono Gina Chief Financial Officer Aug 18 '23 Sale 535.10 29 15,518 8,747 Aug 21 04:16 PM Bedi Christopher Chief Digital Information Ofc Aug 18 '23 Sale 535.10 29 15,518 15,484 Aug 21 04:19 PM Smith Paul John Chief Commercial Officer Aug 17 '23 Option Exercise 0.00 1,110 0 3,774 Aug 21 04:15 PM Mastantuono Gina Chief Financial Officer Aug 17 '23 Option Exercise 0.00 549 0 8,935 Aug 21 04:16 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Aug 17 '23 Option Exercise 0.00 677 0 2,141 Aug 21 04:14 PM
Index - P/E 23.39 EPS (ttm) 7.36 Insider Own 1.06% Shs Outstand 35.72M Perf Week -1.15%
Market Cap 6.15B Forward P/E 21.24 EPS next Y 8.10 Insider Trans -4.35% Shs Float 35.34M Perf Month -7.17%
Income 264.39M PEG 1.95 EPS next Q 1.28 Inst Own 99.24% Short Float 3.42% Perf Quarter -13.08%
Sales 5.30B P/S 1.16 EPS this Y -11.22% Inst Trans -2.42% Short Ratio 4.50 Perf Half Y 0.98%
Book/sh 27.55 P/B 6.25 EPS next Y 23.99% ROA 14.16% Short Interest 1.21M Perf Year -4.56%
Cash/sh 15.14 P/C 11.37 EPS next 5Y 12.00% ROE 28.26% 52W Range 159.47 - 206.47 Perf YTD -10.19%
Dividend Est. 1.26 (0.73%) P/FCF 16.71 EPS past 5Y 3.56% ROI 25.72% 52W High -16.63% Beta 0.86
Dividend TTM 1.28 (0.74%) Quick Ratio 2.00 Sales past 5Y 6.59% Gross Margin 13.47% 52W Low 7.94% ATR (14) 3.84
Dividend Ex-Date Feb 09, 2024 Current Ratio 2.00 EPS Y/Y TTM -37.81% Oper. Margin 6.30% RSI (14) 36.62 Volatility 2.17% 1.87%
Employees 1468 Debt/Eq 0.14 Sales Y/Y TTM -28.69% Profit Margin 4.99% Recom 3.07 Target Price 173.77
Option/Short Yes / Yes LT Debt/Eq 0.04 EPS Q/Q -37.63% Payout 17.12% Rel Volume 0.98 Prev Close 171.41
Sales Surprise -3.04% EPS Surprise -0.12% Sales Q/Q -28.08% Earnings Apr 24 AMC Avg Volume 269.17K Price 172.12
SMA20 -5.12% SMA50 -7.41% SMA200 -6.75% Trades
Volume 262,253 Change 0.41%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-10-24 Upgrade Wolfe Research
Peer Perform → Outperform
$205
Dec-11-23 Initiated JP Morgan
Neutral
$186
Aug-17-23 Initiated UBS
Neutral
$209
Feb-06-23 Upgrade Raymond James
Mkt Perform → Outperform
$200
Jan-09-23 Upgrade Morgan Stanley
Underweight → Equal-Weight
$120 → $140
Oct-25-22 Initiated Jefferies
Hold
$145
Aug-31-22 Initiated The Benchmark Company
Hold
Apr-05-22 Upgrade Wolfe Research
Underperform → Peer Perform
Jan-06-22 Downgrade Wolfe Research
Peer Perform → Underperform
$169
Oct-22-21 Reiterated Cowen
Market Perform
$177 → $190
Sep-13-21 Initiated Evercore ISI
In-line
$171
May-11-21 Downgrade Robert W. Baird
Outperform → Neutral
$182
Mar-31-21 Downgrade Stephens
Overweight → Equal-Weight
Mar-10-21 Downgrade Goldman
Neutral → Sell
$143 → $140
Feb-26-21 Downgrade Wolfe Research
Outperform → Peer Perform
Jan-29-21 Reiterated Cowen
Market Perform
$131 → $153
Jan-13-21 Upgrade Robert W. Baird
Neutral → Outperform
$145 → $164
Oct-02-20 Downgrade Susquehanna
Positive → Neutral
Sep-24-20 Initiated Wells Fargo
Equal Weight
$135
Aug-26-20 Downgrade Stifel
Buy → Hold
$127
Show Previous Ratings
Apr-23-24 08:21AM
Apr-17-24 10:01AM
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Mar-28-24 06:05PM
11:23AM
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Feb-01-24 04:31PM
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(Associated Press Finance)
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(Thomson Reuters StreetEvents)
02:04PM
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Landstar System, Inc. engages in the provision of transportation management solutions. It operates through the following segments: Transportation Logistics and Insurance. The Transportation Logistics segment offers transportation services including truckload and less-than-truckload transportation, rail intermodal, air and ocean cargo, project cargo, and customs brokerage. The Insurance segment includes risk and claims management services. The company was founded in January 1991 and is headquartered in Jacksonville, FL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kneller Michael K VP General Counsel & Secy Feb 05 '24 Sale 190.30 12,219 2,325,292 61,127 Feb 06 04:08 PM CORO RICARDO S Vice President - CIO Feb 05 '24 Sale 190.56 5,000 952,790 20,424 Feb 06 04:06 PM Beacom Joseph J VP, CSO, COO Aug 01 '23 Sale 202.23 10,000 2,022,272 20,000 Aug 03 04:02 PM Gattoni James B President & CEO May 30 '23 Sale 175.95 22,500 3,958,900 68,125 Jun 01 04:01 PM
Index NDX, S&P 500 P/E 23.93 EPS (ttm) 5.56 Insider Own 2.02% Shs Outstand 335.17M Perf Week -0.55%
Market Cap 44.63B Forward P/E 20.28 EPS next Y 6.56 Insider Trans -1.04% Shs Float 328.53M Perf Month -8.45%
Income 1.87B PEG 1.70 EPS next Q 1.35 Inst Own 88.55% Short Float 1.07% Perf Quarter -4.17%
Sales 20.38B P/S 2.19 EPS this Y 7.10% Inst Trans -0.33% Short Ratio 1.70 Perf Half Y 15.07%
Book/sh 14.53 P/B 9.16 EPS next Y 10.24% ROA 12.62% Short Interest 3.52M Perf Year 25.18%
Cash/sh 14.57 P/C 9.13 EPS next 5Y 14.10% ROE 40.93% 52W Range 99.00 - 151.12 Perf YTD -3.83%
Dividend Est. 1.48 (1.11%) P/FCF 25.48 EPS past 5Y 5.45% ROI 19.35% 52W High -11.93% Beta 1.06
Dividend TTM 1.37 (1.03%) Quick Ratio 1.24 Sales past 5Y 8.79% Gross Margin 27.36% 52W Low 34.43% ATR (14) 2.46
Dividend Ex-Date Mar 14, 2024 Current Ratio 1.77 EPS Y/Y TTM 27.06% Oper. Margin 11.32% RSI (14) 31.02 Volatility 1.65% 1.71%
Employees 108000 Debt/Eq 1.18 Sales Y/Y TTM 8.99% Profit Margin 9.20% Recom 1.71 Target Price 163.15
Option/Short Yes / Yes LT Debt/Eq 0.99 EPS Q/Q 39.23% Payout 24.12% Rel Volume 1.26 Prev Close 133.77
Sales Surprise 3.62% EPS Surprise 9.72% Sales Q/Q 15.50% Earnings Mar 05 AMC Avg Volume 2.06M Price 133.09
SMA20 -4.47% SMA50 -7.40% SMA200 3.64% Trades
Volume 2,590,109 Change -0.51%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-06-24 Reiterated Telsey Advisory Group
Market Perform
$135 → $160
Feb-23-24 Upgrade UBS
Sell → Neutral
$85 → $142
Feb-08-24 Upgrade Cleveland Research
Neutral → Buy
Nov-07-23 Initiated Evercore ISI
Outperform
$140
Nov-03-23 Upgrade Gordon Haskett
Accumulate → Buy
$135
Aug-03-23 Upgrade TD Cowen
Market Perform → Outperform
$113 → $129
Jun-29-23 Initiated Piper Sandler
Neutral
$112
Jun-26-23 Downgrade Gordon Haskett
Buy → Accumulate
$120
Mar-29-23 Downgrade UBS
Neutral → Sell
Mar-22-23 Upgrade Loop Capital
Hold → Buy
$105 → $115
Nov-18-22 Upgrade Gordon Haskett
Hold → Buy
$130
Oct-25-22 Upgrade Wells Fargo
Equal Weight → Overweight
$90 → $110
Aug-02-22 Initiated Goldman
Buy
$102
May-20-22 Downgrade Telsey Advisory Group
Outperform → Market Perform
$145 → $80
Mar-15-22 Initiated Bernstein
Outperform
$125
Feb-10-22 Downgrade Gordon Haskett
Accumulate → Hold
$130 → $106
Jan-03-22 Downgrade Wells Fargo
Overweight → Equal Weight
$135 → $120
Dec-16-21 Initiated Truist
Buy
$136
Dec-07-21 Downgrade Cowen
Outperform → Market Perform
$131 → $109
Nov-30-21 Resumed Jefferies
Hold
$131
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Apr-15-24 09:45AM
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05:02AM
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01:01AM
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Mar-07-24 04:34PM
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Mar-06-24 06:25PM
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(Investor's Business Daily)
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12:18AM
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05:58AM
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12:00PM
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11:03AM
Nov-20-23 02:03AM
Ross Stores, Inc. engages in the operation of off-price retail apparel and home accessories stores. Its products include branded and designer apparel, accessories, footwear, and home fashions through the Dress for Less and dd's DISCOUNTS brands. The company was founded by Stuart G. Moldaw in 1957 and is headquartered in Dublin, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Fleming Karen PRESIDENT, CMO DD'S DISCOUNTS Apr 01 '24 Buy 147.51 35 5,230 65,608 Apr 03 04:31 PM KOBAYASHI MICHAEL K PRES., CHIEF CAPABILITY OFC'R Mar 28 '24 Sale 147.46 13,860 2,043,757 61,657 Apr 01 02:58 PM RENDA LARREE M Director Mar 28 '24 Sale 147.89 4,168 616,405 3,166 Apr 01 03:01 PM Hartshorn Michael J. GROUP PRESIDENT, COO Mar 27 '24 Sale 146.39 19,014 2,783,490 119,962 Mar 29 04:06 PM Morrow Brian R. PRESIDENT, CMO DD'S DISCOUNTS Mar 27 '24 Sale 146.00 10,734 1,567,164 62,711 Mar 29 04:08 PM Hartshorn Michael J. GROUP PRESIDENT, COO Mar 18 '24 Sale 145.14 21,056 3,056,068 114,488 Mar 20 02:35 PM Mueller Patricia H Director Mar 18 '24 Sale 145.38 2,265 329,294 1,914 Mar 20 02:41 PM KOBAYASHI MICHAEL K PRES., CHIEF CAPABILITY OFC'R Oct 06 '23 Sale 111.73 20,749 2,318,354 71,413 Oct 10 01:22 PM RENTLER BARBARA CHIEF EXECUTIVE OFFICER Aug 29 '23 Sale 120.11 10,091 1,212,051 272,080 Aug 31 01:38 PM RENTLER BARBARA CHIEF EXECUTIVE OFFICER Aug 28 '23 Sale 120.02 23,254 2,790,971 282,171 Aug 29 02:43 PM RENTLER BARBARA CHIEF EXECUTIVE OFFICER Aug 25 '23 Sale 119.07 20,000 2,381,352 305,425 Aug 29 02:43 PM Morrow Brian R. PRESIDENT, CMO DD'S DISCOUNTS Aug 23 '23 Sale 121.53 25,945 3,153,054 67,033 Aug 25 03:29 PM RENTLER BARBARA CHIEF EXECUTIVE OFFICER May 30 '23 Sale 102.54 11,866 1,216,711 325,367 Jun 01 03:36 PM RENTLER BARBARA CHIEF EXECUTIVE OFFICER May 25 '23 Sale 102.39 30,000 3,071,808 337,233 May 30 01:03 PM
Index RUT P/E 31.01 EPS (ttm) 1.35 Insider Own 36.98% Shs Outstand 12.66M Perf Week 2.12%
Market Cap 530.45M Forward P/E 24.50 EPS next Y 1.71 Insider Trans -2.56% Shs Float 7.98M Perf Month -3.10%
Income 17.19M PEG 1.77 EPS next Q 0.34 Inst Own 54.60% Short Float 1.36% Perf Quarter -7.28%
Sales 65.56M P/S 8.09 EPS this Y 3.04% Inst Trans 2.10% Short Ratio 1.93 Perf Half Y 8.86%
Book/sh 5.64 P/B 7.43 EPS next Y 12.13% ROA 19.35% Short Interest 0.11M Perf Year 2.19%
Cash/sh 3.93 P/C 10.66 EPS next 5Y 17.50% ROE 23.70% 52W Range 35.74 - 50.50 Perf YTD -11.73%
Dividend Est. - P/FCF 88.12 EPS past 5Y 21.02% ROI 23.54% 52W High -17.03% Beta 0.85
Dividend TTM 0.15 (0.36%) Quick Ratio 3.87 Sales past 5Y 18.24% Gross Margin 76.50% 52W Low 17.24% ATR (14) 1.33
Dividend Ex-Date Dec 21, 2023 Current Ratio 4.65 EPS Y/Y TTM 33.60% Oper. Margin 30.56% RSI (14) 48.43 Volatility 3.16% 3.16%
Employees 148 Debt/Eq 0.03 Sales Y/Y TTM 23.00% Profit Margin 26.22% Recom 1.00 Target Price 62.50
Option/Short Yes / Yes LT Debt/Eq 0.02 EPS Q/Q 22.56% Payout 11.10% Rel Volume 1.11 Prev Close 42.36
Sales Surprise 0.88% EPS Surprise 2.63% Sales Q/Q 17.42% Earnings Feb 08 BMO Avg Volume 56.22K Price 41.90
SMA20 -0.16% SMA50 -2.64% SMA200 -4.16% Trades
Volume 61,624 Change -1.09%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-12-23 Initiated Lake Street
Buy
$50
Oct-31-17 Resumed ROTH Capital
Buy
Oct-05-16 Downgrade ROTH Capital
Buy → Neutral
Nov-02-15 Reiterated ROTH Capital
Buy
$25 → $30
Jul-30-15 Reiterated ROTH Capital
Buy
$23 → $25
Jun-16-15 Reiterated ROTH Capital
Buy
$19 → $23
Jan-12-15 Reiterated ROTH Capital
Buy
$15 → $18
Dec-23-14 Reiterated ROTH Capital
Buy
$12 → $15
Mar-13-24 04:30PM
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IRadimed Corp. engages in the development, manufacture, marketing, and distribution of Magnetic Resonance Imaging compatible medical devices. It also provides a non-magnetic Intravenous infusion pump system that is specifically designed for use during MRI procedures. The company was founded by Roger Susi in July 1992 and is headquartered in Winter Springs, FL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Susi Roger E. CEO, PRESIDENT, CHAIRMAN Dec 27 '23 Sale 46.51 5,000 232,547 162,950 Dec 27 06:30 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Dec 26 '23 Sale 46.00 5,000 230,000 167,950 Dec 27 06:30 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Dec 19 '23 Sale 45.14 5,000 225,696 172,950 Dec 20 04:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Dec 18 '23 Sale 44.08 5,000 220,402 177,950 Dec 20 04:05 PM HAWKINS JAMES B Director Dec 14 '23 Sale 44.58 4,277 190,687 39,348 Dec 14 08:05 PM HAWKINS JAMES B Director Dec 13 '23 Sale 42.83 5,219 223,540 39,348 Dec 14 08:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Dec 12 '23 Sale 42.82 5,000 214,113 182,950 Dec 13 04:05 PM HAWKINS JAMES B Director Dec 12 '23 Sale 43.40 972 42,180 39,348 Dec 14 08:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Dec 11 '23 Sale 41.24 5,000 206,190 187,950 Dec 13 04:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Dec 05 '23 Sale 41.42 5,000 207,110 192,950 Dec 06 04:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Dec 04 '23 Sale 42.11 5,000 210,568 197,950 Dec 06 04:05 PM HAWKINS JAMES B Director Dec 04 '23 Sale 42.70 4,273 182,475 36,562 Dec 05 04:30 PM HAWKINS JAMES B Director Dec 01 '23 Sale 43.28 5,259 227,593 36,562 Dec 05 04:30 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Nov 28 '23 Sale 40.37 5,000 201,862 202,950 Dec 01 04:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Nov 27 '23 Sale 41.80 5,000 209,006 207,950 Dec 01 04:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Nov 21 '23 Sale 42.16 5,000 210,814 212,950 Nov 22 04:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Nov 20 '23 Sale 42.80 5,000 213,993 217,950 Nov 22 04:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Nov 14 '23 Sale 42.91 5,000 214,548 222,950 Nov 16 04:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Nov 13 '23 Sale 41.06 5,000 205,314 227,950 Nov 16 04:05 PM VUOTO ANTHONY Director Nov 13 '23 Sale 39.75 2,237 88,922 14,138 Nov 13 05:01 PM VUOTO ANTHONY Director Nov 10 '23 Sale 39.91 818 32,645 16,375 Nov 13 05:01 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Nov 07 '23 Sale 41.34 5,000 206,711 232,950 Nov 09 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Nov 06 '23 Sale 42.91 5,000 214,536 237,950 Nov 09 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Oct 31 '23 Sale 40.40 5,000 202,016 242,950 Nov 01 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Oct 30 '23 Sale 39.92 5,000 199,587 247,950 Nov 01 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Oct 25 '23 Sale 39.21 5,000 196,029 252,950 Oct 27 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Oct 24 '23 Sale 39.04 5,000 195,187 257,950 Oct 27 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Oct 18 '23 Sale 38.98 5,000 194,882 262,950 Oct 19 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Oct 17 '23 Sale 39.35 5,000 196,756 267,950 Oct 19 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Oct 11 '23 Sale 39.11 5,000 195,543 272,950 Oct 12 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Oct 10 '23 Sale 40.48 5,000 202,396 277,950 Oct 12 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Oct 04 '23 Sale 42.70 5,000 213,497 282,950 Oct 05 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Oct 03 '23 Sale 42.82 5,000 214,110 287,950 Oct 05 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Sep 27 '23 Sale 44.04 4,028 177,387 292,950 Sep 28 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Sep 26 '23 Sale 42.79 5,972 255,548 296,978 Sep 28 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Sep 19 '23 Sale 45.69 5,000 228,442 302,950 Sep 20 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Sep 18 '23 Sale 46.11 5,000 230,563 307,950 Sep 20 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Sep 13 '23 Sale 43.19 6,899 298,000 312,950 Sep 13 05:00 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Sep 12 '23 Sale 45.38 3,101 140,712 319,849 Sep 13 05:00 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Sep 05 '23 Sale 47.59 10,000 475,939 322,950 Sep 06 04:10 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Aug 29 '23 Sale 48.05 3,008 144,531 332,950 Aug 30 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Aug 28 '23 Sale 47.00 6,992 328,657 335,958 Aug 30 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Aug 22 '23 Sale 47.40 10,000 473,981 342,950 Aug 23 04:10 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Aug 14 '23 Sale 48.55 10,000 485,495 352,950 Aug 15 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Aug 07 '23 Sale 49.60 10,000 496,034 362,950 Aug 08 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Aug 02 '23 Sale 44.02 5,000 220,080 372,950 Aug 03 04:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Aug 01 '23 Sale 44.59 5,000 222,950 377,950 Aug 03 04:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jul 26 '23 Sale 45.90 3,276 150,378 382,950 Jul 26 08:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jul 24 '23 Sale 45.02 6,724 302,696 386,226 Jul 26 08:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jul 17 '23 Sale 45.70 10,000 456,983 392,950 Jul 18 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jul 12 '23 Sale 46.27 3,496 161,763 402,950 Jul 13 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jul 11 '23 Sale 46.39 6,504 301,717 406,446 Jul 13 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jul 06 '23 Sale 45.67 8,556 390,739 412,950 Jul 07 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jul 05 '23 Sale 47.00 1,444 67,874 421,506 Jul 07 04:15 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jun 28 '23 Sale 47.32 6,916 327,280 422,950 Jun 28 05:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jun 27 '23 Sale 49.09 3,084 151,378 429,866 Jun 28 05:05 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jun 21 '23 Sale 47.40 2,117 100,349 432,950 Jun 21 04:30 PM Susi Roger E. CEO, PRESIDENT, CHAIRMAN Jun 20 '23 Sale 48.67 7,883 383,685 435,067 Jun 21 04:30 PM Susi Roger E. President, CEO and Chairman Jun 12 '23 Sale 47.36 10,000 473,552 442,950 Jun 12 05:48 PM Susi Roger E. President, CEO and Chairman Jun 06 '23 Sale 46.78 10,000 467,756 452,950 Jun 08 09:15 AM Susi Roger E. President, CEO and Chairman May 31 '23 Sale 46.31 4,175 193,355 462,950 Jun 01 11:02 AM Susi Roger E. President, CEO and Chairman May 30 '23 Sale 46.27 5,825 269,551 467,125 Jun 01 11:02 AM Susi Roger E. President, CEO and Chairman May 22 '23 Sale 45.95 10,000 459,507 472,950 May 23 11:56 AM Susi Roger E. President, CEO and Chairman May 16 '23 Sale 45.32 3,258 147,660 482,950 May 16 04:04 PM Susi Roger E. President, CEO and Chairman May 15 '23 Sale 46.27 6,742 311,943 486,208 May 16 04:04 PM Susi Roger E. President, CEO and Chairman May 10 '23 Sale 46.50 7,521 349,712 492,950 May 11 11:49 AM ALLEN MONTY K Director May 10 '23 Sale 46.03 2,786 128,232 17,214 May 10 04:58 PM Susi Roger E. President, CEO and Chairman May 09 '23 Sale 48.04 2,479 119,082 500,471 May 11 11:49 AM Susi Roger E. President, CEO and Chairman May 05 '23 Sale 46.20 10,000 461,976 502,950 May 08 06:40 PM
Index RUT P/E 10.82 EPS (ttm) 5.31 Insider Own 3.64% Shs Outstand 114.16M Perf Week 10.27%
Market Cap 6.53B Forward P/E 12.09 EPS next Y 4.75 Insider Trans -4.07% Shs Float 109.50M Perf Month 6.41%
Income 602.90M PEG 0.90 EPS next Q 1.23 Inst Own 96.99% Short Float 5.07% Perf Quarter 22.01%
Sales 3.42B P/S 1.91 EPS this Y -15.09% Inst Trans -0.44% Short Ratio 7.95 Perf Half Y 63.07%
Book/sh 20.48 P/B 2.81 EPS next Y 5.56% ROA 24.11% Short Interest 5.55M Perf Year 67.15%
Cash/sh 11.20 P/C 5.13 EPS next 5Y 12.00% ROE 29.21% 52W Range 34.08 - 54.64 Perf YTD 21.82%
Dividend Est. - P/FCF 10.53 EPS past 5Y 42.21% ROI 25.50% 52W High 5.12% Beta 1.08
Dividend TTM 0.65 (1.13%) Quick Ratio 5.23 Sales past 5Y 8.86% Gross Margin 27.72% 52W Low 68.52% ATR (14) 1.47
Dividend Ex-Date Mar 14, 2024 Current Ratio 6.43 EPS Y/Y TTM -8.28% Oper. Margin 21.63% RSI (14) 72.45 Volatility 3.28% 2.54%
Employees 4509 Debt/Eq 0.02 Sales Y/Y TTM -14.11% Profit Margin 17.63% Recom 1.00 Target Price 50.00
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q -15.11% Payout 11.31% Rel Volume 1.85 Prev Close 53.54
Sales Surprise -2.79% EPS Surprise 15.24% Sales Q/Q -16.55% Earnings Apr 23 BMO Avg Volume 698.36K Price 57.44
SMA20 8.72% SMA50 11.12% SMA200 31.02% Trades
Volume 1,276,447 Change 7.28%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-19-24 Downgrade Northcoast
Buy → Neutral
Dec-14-20 Upgrade Boenning & Scattergood
Neutral → Outperform
$55
Feb-04-20 Upgrade Boenning & Scattergood
Neutral → Outperform
$40
May-18-18 Initiated Boenning & Scattergood
Neutral
Nov-01-13 Downgrade Monness Crespi & Hardt
Buy → Neutral
Apr-23-24 01:53PM
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Mueller Industries, Inc. engages in the manufacture of copper, brass, aluminum, and plastic products. It operates through the following segments: Piping Systems, Industrial Metals, and Climate. The Piping Systems segment consists of Domestic Piping Systems Group, Great Lakes Copper, Heatlink Group, European Operations, Trading Group, Jungwoo-Mueller, and Mueller Middle East. The Industrial Metals segment includes Brass Rod, Impacts & Micro Gauge, and Brass Value-Added Products. The Climate segment offers Refrigeration Products, Westermeyer, Turbotec, Flex Duct, and Linesets, Inc. The company was founded on October 3, 1990 and is headquartered in Memphis, TN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
GOLDMAN SCOTT JAY Director Feb 12 '24 Option Exercise 11.76 9,778 114,940 57,852 Feb 14 10:22 AM Martin Jeffrey Andrew EVP, CFO & Treasurer Feb 08 '24 Sale 49.25 47,280 2,328,587 370,840 Feb 09 05:39 PM HANSEN JOHN B Director Feb 08 '24 Sale 49.33 5,000 246,650 18,000 Feb 09 09:30 AM HERMANSON TERRY Director Jan 23 '24 Option Exercise 16.61 24,000 398,760 115,760 Jan 25 12:15 PM Sigloch Steffen Chief Manufacturing Officer Dec 26 '23 Sale 47.59 53,792 2,559,961 212,882 Dec 27 11:29 AM Sigloch Steffen Chief Manufacturing Officer Dec 22 '23 Sale 47.50 8 380 266,674 Dec 27 11:29 AM Sigloch Steffen Chief Manufacturing Officer Dec 15 '23 Sale 45.11 58,522 2,639,927 321,766 Dec 19 01:13 PM Miritello Christopher John EVP, Gen. Counsel, Secretary Nov 29 '23 Option Exercise 12.29 8,002 98,345 102,286 Nov 30 04:06 PM HANSEN JOHN B Director Nov 08 '23 Sale 37.87 1,000 37,870 23,000 Nov 13 10:23 AM HANSEN JOHN B Director Nov 06 '23 Sale 39.14 10,148 397,193 109,214 Nov 07 02:55 PM HANSEN JOHN B Director Aug 03 '23 Sale 78.33 2,500 195,825 59,681 Aug 03 05:00 PM Christopher Gregory L. Chairman of the Board & CEO May 30 '23 Sale 78.06 6,449 503,409 72,260 Jun 01 10:54 AM Christopher Gregory L. Chairman of the Board & CEO May 25 '23 Sale 75.13 787 59,127 70,000 May 26 11:29 AM Christopher Gregory L. Chairman of the Board & CEO May 24 '23 Sale 76.05 23,991 1,824,516 70,787 May 26 11:29 AM Christopher Gregory L. Chairman of the Board & CEO May 23 '23 Sale 79.53 19,713 1,567,687 78,709 May 24 11:14 AM HANSEN JOHN B Director May 22 '23 Option Exercise 29.34 12,000 352,120 66,607 May 24 12:39 PM Christopher Gregory L. Chairman of the Board & CEO May 22 '23 Sale 79.64 13,800 1,099,078 78,900 May 24 11:14 AM HANSEN JOHN B Director May 08 '23 Sale 74.38 2,000 148,750 54,607 May 09 11:28 AM GOLDMAN SCOTT JAY Director May 03 '23 Sale 73.01 3,000 219,030 21,037 May 05 10:32 AM GOLDMAN SCOTT JAY Director Apr 27 '23 Option Exercise 20.54 4,888 100,400 25,478 May 01 11:41 AM HANSEN JOHN B Director Apr 27 '23 Sale 70.47 500 35,235 12,000 Apr 28 11:55 AM
Index - P/E - EPS (ttm) -1.08 Insider Own 4.60% Shs Outstand 106.55M Perf Week -1.98%
Market Cap 6.44B Forward P/E 24.67 EPS next Y 2.48 Insider Trans -0.20% Shs Float 100.29M Perf Month -9.98%
Income -115.29M PEG - EPS next Q 0.53 Inst Own 97.30% Short Float 3.85% Perf Quarter -18.24%
Sales 1.19B P/S 5.40 EPS this Y 35.66% Inst Trans -0.74% Short Ratio 1.68 Perf Half Y -39.35%
Book/sh 37.61 P/B 1.63 EPS next Y 10.94% ROA -1.18% Short Interest 3.86M Perf Year -22.86%
Cash/sh 25.26 P/C 2.43 EPS next 5Y 18.06% ROE -2.87% 52W Range 51.94 - 139.50 Perf YTD -24.92%
Dividend Est. - P/FCF 29.45 EPS past 5Y -84.18% ROI -2.01% 52W High -56.09% Beta 1.69
Dividend TTM - Quick Ratio 1.69 Sales past 5Y 79.60% Gross Margin 76.83% 52W Low 17.94% ATR (14) 2.50
Dividend Ex-Date - Current Ratio 1.69 EPS Y/Y TTM 67.39% Oper. Margin -16.35% RSI (14) 43.47 Volatility 3.58% 3.79%
Employees 2521 Debt/Eq 0.48 Sales Y/Y TTM 39.08% Profit Margin -9.67% Recom 1.89 Target Price 85.71
Option/Short Yes / Yes LT Debt/Eq 0.45 EPS Q/Q 57.49% Payout - Rel Volume 0.79 Prev Close 60.61
Sales Surprise 6.60% EPS Surprise 55.90% Sales Q/Q 22.50% Earnings May 02 AMC Avg Volume 2.29M Price 61.26
SMA20 -3.79% SMA50 -4.95% SMA200 -29.01% Trades
Volume 1,808,461 Change 1.07%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-01-24 Downgrade Wells Fargo
Equal Weight → Underweight
$70 → $60
Mar-13-24 Upgrade Exane BNP Paribas
Underperform → Neutral
$72
Jan-23-24 Downgrade Wells Fargo
Overweight → Equal Weight
$80 → $75
Nov-03-23 Downgrade William Blair
Outperform → Mkt Perform
Nov-03-23 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
Oct-31-23 Initiated Wells Fargo
Overweight
$115
Oct-20-23 Resumed UBS
Buy
$126
Oct-12-23 Initiated Seaport Research Partners
Buy
$144
Aug-18-23 Reiterated BMO Capital Markets
Market Perform
$120 → $116
Jul-10-23 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$150 → $120
Jun-12-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$105
Apr-21-23 Initiated UBS
Buy
$95
Mar-23-23 Initiated Exane BNP Paribas
Underperform
Mar-17-23 Initiated Robert W. Baird
Neutral
$86
Feb-03-23 Downgrade SMBC Nikko
Outperform → Neutral
$140 → $110
Feb-03-23 Downgrade BTIG Research
Buy → Neutral
Feb-03-23 Downgrade BMO Capital Markets
Outperform → Market Perform
$158 → $128
Jan-27-23 Initiated Citigroup
Buy
$131
Jan-11-23 Initiated Mizuho
Neutral
$105
Sep-15-22 Initiated Susquehanna
Positive
$190
Show Previous Ratings
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Bill Holdings, Inc. engages in the provision of cloud-based software solutions. The firm simplifies, digitizes, and automates complex back-office financial operations for small and midsize businesses. Its software helps customers generate and process invoices, streamline approvals, send and receive payments, sync with their accounting systems and manage their cash. The company was founded by Rene Lacertea in April 2006 and is headquartered in San Jose, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Cota Germaine SVP, FINANCE & ACCOUNTING Mar 07 '24 Sale 65.34 920 60,113 5,093 Mar 11 06:58 PM Aji Rajesh A. CLO & CCO Mar 01 '24 Sale 64.17 2,529 162,280 8,652 Mar 05 04:39 PM Aji Rajesh A. CLO & CCO Feb 07 '24 Sale 76.14 248 18,883 8,178 Feb 09 06:12 PM Aji Rajesh A. CLO & CCO Nov 30 '23 Sale 67.92 2,024 137,470 8,178 Dec 04 06:06 PM Lacerte Rene A. CEO Nov 29 '23 Sale 67.41 12,137 818,195 88,517 Nov 30 07:20 PM Rettig John R. CFO Nov 29 '23 Sale 67.41 7,958 536,474 36,751 Nov 30 07:30 PM Padelford Loren CCO Nov 29 '23 Sale 67.41 6,011 405,221 10,573 Nov 30 07:25 PM Aji Rajesh A. CLO & CCO Nov 29 '23 Sale 67.41 2,417 162,938 10,202 Nov 30 07:04 PM Cota Germaine SVP, Finance & Accounting Nov 29 '23 Sale 67.41 1,259 84,874 4,214 Nov 30 07:08 PM Aji Rajesh A. CLO & CCO Nov 17 '23 Option Exercise 11.20 7,812 87,494 7,812 Nov 21 08:42 PM Wagner Scott Director Nov 14 '23 Buy 58.00 8,750 507,500 9,649 Nov 16 08:02 PM Hornik David Director Nov 13 '23 Buy 56.49 17,710 1,000,438 17,710 Nov 15 05:12 PM Wagonfeld Alison Director Oct 23 '23 Sale 99.40 520 51,688 519 Oct 24 08:01 PM Lacerte Rene A. President and CEO Sep 01 '23 Option Exercise 5.26 15,000 78,900 115,649 Sep 06 04:20 PM Lacerte Rene A. President and CEO Sep 01 '23 Sale 116.92 39,235 4,587,530 76,414 Sep 06 04:20 PM Rettig John R. CFO Aug 30 '23 Sale 112.25 9,416 1,056,933 28,866 Sep 01 06:26 PM Aji Rajesh A. CLO & CCO Aug 30 '23 Sale 112.17 3,304 370,605 0 Sep 01 06:19 PM Cota Germaine SVP, Finance & Accounting Aug 30 '23 Sale 110.62 675 74,668 2,972 Sep 01 06:21 PM Lacerte Rene A. President and CEO Aug 29 '23 Sale 108.94 13,865 1,510,506 100,649 Aug 31 09:41 PM Rettig John R. CFO Aug 29 '23 Sale 108.94 9,498 1,034,749 38,282 Aug 31 09:47 PM Aji Rajesh A. CLO & CCO Aug 29 '23 Sale 108.94 3,132 341,211 3,304 Aug 31 09:35 PM Padelford Loren CCO Aug 29 '23 Sale 108.94 2,195 239,134 2,828 Aug 31 09:45 PM Cota Germaine SVP, Finance & Accounting Aug 29 '23 Sale 108.94 890 96,957 3,647 Aug 31 09:38 PM Lacerte Rene A. President and CEO Jun 15 '23 Option Exercise 5.26 15,000 78,900 119,551 Jun 16 07:29 PM Lacerte Rene A. President and CEO Jun 15 '23 Sale 114.62 32,649 3,742,205 86,902 Jun 16 07:29 PM Rettig John R. CFO Jun 07 '23 Sale 114.06 5,650 644,447 28,866 Jun 09 04:55 PM Aji Rajesh A. CLO & CCO Jun 07 '23 Sale 114.25 4,149 474,004 0 Jun 09 04:48 PM Cota Germaine SVP, Finance & Accounting May 31 '23 Sale 97.25 727 70,701 2,297 Jun 02 05:14 PM Lacerte Rene A. President and CEO May 30 '23 Sale 99.07 9,102 901,773 104,551 May 31 09:41 PM Rettig John R. CFO May 30 '23 Sale 99.07 5,688 563,535 34,516 May 31 09:25 PM Aji Rajesh A. CLO & CCO May 30 '23 Sale 99.08 1,149 113,838 4,149 May 31 09:33 PM Cota Germaine SVP, Finance & Accounting May 30 '23 Sale 99.07 785 77,773 3,024 May 31 09:38 PM JACOBS BRIAN Director May 09 '23 Sale 98.70 2,000 197,398 2,826 May 10 07:18 PM Rettig John R. CFO May 05 '23 Option Exercise 8.07 6,008 48,455 34,874 May 09 08:11 PM Rettig John R. CFO May 05 '23 Sale 95.00 6,008 570,760 28,866 May 09 08:11 PM
Index - P/E 56.12 EPS (ttm) 2.43 Insider Own 15.42% Shs Outstand 187.07M Perf Week 4.29%
Market Cap 26.40B Forward P/E 22.19 EPS next Y 6.15 Insider Trans -17.01% Shs Float 163.54M Perf Month 1.96%
Income 458.34M PEG 2.12 EPS next Q 0.92 Inst Own 81.93% Short Float 1.69% Perf Quarter 16.14%
Sales 3.97B P/S 6.65 EPS this Y 25.71% Inst Trans 0.94% Short Ratio 2.56 Perf Half Y 33.56%
Book/sh 9.94 P/B 13.74 EPS next Y 34.05% ROA 1.95% Short Interest 2.77M Perf Year 57.62%
Cash/sh 7.75 P/C 17.62 EPS next 5Y 26.50% ROE 26.32% 52W Range 77.97 - 139.48 Perf YTD 14.78%
Dividend Est. 3.76 (2.75%) P/FCF 23.46 EPS past 5Y 52.32% ROI 2.66% 52W High -2.14% Beta 1.17
Dividend TTM 3.24 (2.37%) Quick Ratio - Sales past 5Y 47.97% Gross Margin 77.74% 52W Low 75.07% ATR (14) 3.19
Dividend Ex-Date Mar 14, 2024 Current Ratio - EPS Y/Y TTM 181.03% Oper. Margin 29.87% RSI (14) 60.27 Volatility 2.33% 2.34%
Employees 2850 Debt/Eq 8.32 Sales Y/Y TTM 26.76% Profit Margin 11.54% Recom 2.07 Target Price 143.18
Option/Short Yes / Yes LT Debt/Eq 8.10 EPS Q/Q 47.98% Payout 127.13% Rel Volume 0.62 Prev Close 132.01
Sales Surprise 10.21% EPS Surprise 10.48% Sales Q/Q 20.39% Earnings May 02 BMO Avg Volume 1.08M Price 136.50
SMA20 3.09% SMA50 2.45% SMA200 19.57% Trades
Volume 671,349 Change 3.40%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-09-24 Downgrade Jefferies
Buy → Hold
$122
Oct-05-23 Initiated Wolfe Research
Outperform
$133
Jul-10-23 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$99 → $98
Jun-12-23 Downgrade Wells Fargo
Overweight → Equal Weight
$99 → $93
Nov-14-22 Downgrade BMO Capital Markets
Outperform → Market Perform
$93
Aug-31-22 Initiated Barclays
Overweight
$92
Jun-08-22 Initiated JMP Securities
Mkt Perform
Jan-25-22 Initiated Piper Sandler
Overweight
$97
Dec-16-21 Initiated Wells Fargo
Overweight
$96
Dec-16-21 Initiated BofA Securities
Buy
$117
Sep-10-21 Resumed Morgan Stanley
Equal-Weight
$90
Jun-08-21 Upgrade BMO Capital Markets
Market Perform → Outperform
$63 → $68
Mar-29-21 Downgrade BMO Capital Markets
Outperform → Market Perform
$60 → $59
Feb-24-21 Initiated Credit Suisse
Neutral
$54
May-29-20 Upgrade BMO Capital Markets
Market Perform → Outperform
$40 → $47
Jan-14-20 Downgrade Oppenheimer
Outperform → Perform
Oct-08-19 Initiated BMO Capital Markets
Market Perform
Aug-05-19 Initiated Barclays
Overweight
$33
Aug-21-18 Upgrade Wells Fargo
Market Perform → Outperform
Jun-28-18 Initiated Jefferies
Buy
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Ares Management Corp. engages in the provision of investment and consultancy services. It operates through the following segments: Credit Group, Private Equity Group, Real Assets Group, Secondaries Group, and Other. The Credit Group segment includes the management of strategies across the liquid and illiquid spectrum, direct lending, and Asia-Pacific. The Private Equity Group segment involves the categorization of investment strategies as corporate, special opportunities, and Asia-Pacific. The Real Assets Group segment focuses on equity and debt strategies across infrastructure investments. The Secondaries Group segment consists of investment in secondary markets, alternative asset class strategies, private equity, real estate, infrastructure, and credit. The company was founded by Michael J. Arougheti, David B. Kaplan, John H. Kissick, Antony P. Ressler, and Bennett Rosenthal in 1997 and is headquartered in Los Angeles, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 17 '24 Sale 131.51 143,569 18,880,987 0 Apr 19 06:27 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 16 '24 Sale 130.29 159,860 20,827,932 0 Apr 16 09:37 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 15 '24 Sale 129.60 94,697 12,273,163 0 Apr 16 09:37 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 15 '24 Sale 129.72 50,000 6,485,848 0 Apr 16 09:38 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 12 '24 Sale 131.97 114,492 15,109,066 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 11 '24 Sale 134.11 175,000 23,469,760 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 10 '24 Sale 134.36 139,915 18,798,655 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 09 '24 Sale 133.22 212,637 28,327,209 0 Apr 09 08:06 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 08 '24 Sale 134.89 174,258 23,505,517 0 Apr 09 08:06 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 05 '24 Sale 133.56 175,152 23,393,850 0 Apr 05 08:16 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 04 '24 Sale 132.57 178,465 23,659,773 0 Apr 05 08:16 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 03 '24 Sale 132.11 45,984 6,075,118 0 Apr 05 08:16 PM KAPLAN DAVID B Co-Founder Apr 03 '24 Sale 132.04 40,222 5,311,007 0 Apr 05 08:16 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 03 '24 Sale 132.04 13,096 1,729,246 50,000 Apr 05 08:15 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 02 '24 Sale 129.87 53,000 6,883,339 63,096 Apr 02 08:51 PM KAPLAN DAVID B Co-Founder Apr 02 '24 Sale 129.79 50,873 6,602,697 40,222 Apr 02 08:52 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 02 '24 Sale 129.80 50,717 6,582,814 0 Apr 02 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 01 '24 Sale 131.74 33,942 4,471,613 0 Apr 02 08:54 PM KAPLAN DAVID B Co-Founder Apr 01 '24 Sale 131.75 33,905 4,466,962 91,095 Apr 02 08:52 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 01 '24 Sale 131.75 33,904 4,466,819 116,096 Apr 02 08:51 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 28 '24 Sale 133.06 40,500 5,389,060 0 Mar 28 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 27 '24 Sale 132.69 48,572 6,445,026 0 Mar 28 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 26 '24 Sale 133.94 23,796 3,187,247 0 Mar 26 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 25 '24 Sale 133.96 18,881 2,529,309 0 Mar 26 08:14 PM Arougheti Michael J Co-Founder, CEO and President Mar 25 '24 Sale 134.01 4,488 601,429 0 Mar 26 08:09 PM Arougheti Michael J Co-Founder, CEO and President Mar 22 '24 Sale 134.58 15,350 2,065,879 4,488 Mar 22 09:20 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 22 '24 Sale 134.58 15,304 2,059,631 0 Mar 22 09:23 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 21 '24 Sale 136.95 57,794 7,914,754 0 Mar 22 09:23 PM Arougheti Michael J Co-Founder, CEO and President Mar 21 '24 Sale 136.92 56,557 7,743,851 19,838 Mar 22 09:20 PM KAPLAN DAVID B Co-Founder Mar 21 '24 Sale 136.88 26,464 3,622,397 125,000 Mar 22 09:21 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 21 '24 Sale 136.87 4,810 658,364 150,000 Mar 22 09:22 PM KAPLAN DAVID B Co-Founder Mar 20 '24 Sale 132.92 19,999 2,658,215 151,464 Mar 22 09:21 PM Arougheti Michael J Co-Founder, CEO and President Mar 20 '24 Sale 132.92 19,749 2,624,963 76,395 Mar 22 09:20 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 20 '24 Sale 132.87 18,223 2,421,232 38,535 Mar 22 09:23 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 20 '24 Sale 132.86 17,723 2,354,597 154,810 Mar 22 09:22 PM Arougheti Michael J Co-Founder, CEO and President Mar 19 '24 Sale 131.69 17,468 2,300,340 96,144 Mar 19 09:49 PM KAPLAN DAVID B Co-Founder Mar 19 '24 Sale 131.68 17,334 2,282,623 171,463 Mar 19 09:50 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 19 '24 Sale 131.68 17,224 2,268,085 56,758 Mar 19 09:53 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 19 '24 Sale 131.69 17,109 2,253,020 172,533 Mar 19 09:51 PM Arougheti Michael J Co-Founder, CEO and President Mar 18 '24 Sale 130.84 22,196 2,904,135 113,612 Mar 19 09:49 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 18 '24 Sale 130.85 22,155 2,898,882 189,642 Mar 19 09:51 PM KAPLAN DAVID B Co-Founder Mar 18 '24 Sale 130.84 22,115 2,893,579 188,797 Mar 19 09:50 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 18 '24 Sale 130.86 22,103 2,892,289 73,982 Mar 19 09:53 PM Arougheti Michael J Co-Founder, CEO and President Mar 15 '24 Sale 132.46 39,192 5,191,363 135,808 Mar 18 09:47 PM KAPLAN DAVID B Co-Founder Mar 15 '24 Sale 132.47 39,088 5,177,908 210,912 Mar 19 09:50 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 15 '24 Sale 132.46 38,915 5,154,771 96,085 Mar 19 09:53 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 15 '24 Sale 132.48 38,203 5,061,013 211,797 Mar 19 09:51 PM Arougheti Michael J Co-Founder, CEO and President Mar 14 '24 Sale 132.97 74,585 9,917,744 1,375,000 Mar 18 09:47 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 07 '24 Sale 130.30 3,000,000 390,900,000 0 Mar 08 04:18 PM deVeer R. Kipp Head of Credit Group Feb 16 '24 Sale 135.25 80,637 10,905,988 1,116,676 Feb 16 08:44 PM deVeer R. Kipp Head of Credit Group Feb 15 '24 Sale 135.39 48,416 6,555,282 1,197,313 Feb 16 08:44 PM deVeer R. Kipp Head of Credit Group Feb 14 '24 Sale 136.47 82,796 11,299,170 1,245,729 Feb 16 08:44 PM Arougheti Michael J Co-Founder, CEO and President Nov 15 '23 Sale 105.17 150,000 15,775,104 0 Nov 16 08:41 PM ARES MANAGEMENT LLC 10% Owner Oct 18 '23 Buy 18.93 150,000 2,838,930 38,912,895 Oct 20 06:27 PM KAPLAN DAVID B Co-Founder Oct 03 '23 Sale 100.09 22,442 2,246,304 0 Oct 04 09:41 PM Rosenthal Bennett Co-Founder & Chairman of PEG Oct 03 '23 Sale 100.09 21,818 2,183,804 0 Oct 04 09:43 PM ARES MANAGEMENT LLC 10% Owner Oct 02 '23 Buy 14.80 150,000 2,219,490 38,762,895 Oct 04 04:28 PM Rosenthal Bennett Co-Founder & Chairman of PEG Oct 02 '23 Sale 102.53 78,182 8,015,899 21,818 Oct 04 09:43 PM KAPLAN DAVID B Co-Founder Oct 02 '23 Sale 102.52 77,558 7,951,605 22,442 Oct 04 09:41 PM ARES MANAGEMENT LLC 10% Owner Sep 15 '23 Buy 14.79 100,000 1,478,850 38,612,895 Sep 19 04:24 PM Rosenthal Bennett Co-Founder & Chairman of PEG Sep 15 '23 Sale 104.79 150,000 15,718,827 100,000 Sep 18 09:31 PM Berry Ryan Chief Mktg. & Strategy Officer Sep 15 '23 Sale 104.63 35,000 3,661,944 409,661 Sep 18 09:33 PM Berry Ryan Chief Mktg. & Strategy Officer Sep 14 '23 Sale 104.81 40,000 4,192,367 444,661 Sep 18 09:33 PM ARES MANAGEMENT LLC 10% Owner Sep 11 '23 Buy 14.52 150,000 2,177,280 38,512,895 Sep 13 04:03 PM deVeer R. Kipp Head of Credit Group Sep 08 '23 Sale 105.14 81,498 8,568,700 810,315 Sep 11 07:04 PM KAPLAN DAVID B Co-Founder Sep 05 '23 Sale 103.46 200,000 20,692,564 100,000 Sep 07 07:01 PM Sagati Aghili Naseem General Counsel Aug 28 '23 Option Exercise 19.00 29,631 562,989 272,863 Aug 30 06:33 PM ARES MANAGEMENT LLC 10% Owner Aug 28 '23 Buy 14.94 7,397 110,500 38,362,895 Aug 30 09:52 PM ARES MANAGEMENT LLC 10% Owner Aug 24 '23 Buy 15.27 37,557 573,540 38,355,498 Aug 28 04:04 PM ARES MANAGEMENT LLC 10% Owner Aug 23 '23 Buy 15.18 33,275 505,144 38,317,941 Aug 24 07:05 PM deVeer R. Kipp Head of Credit Group Aug 22 '23 Option Exercise 19.00 84,546 1,606,374 945,857 Aug 24 08:57 PM ARES MANAGEMENT LLC 10% Owner Aug 22 '23 Buy 15.17 179,168 2,717,423 38,284,666 Aug 24 07:05 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 16 '23 Sale 97.51 47,511 4,632,798 250,000 Aug 17 08:25 PM KAPLAN DAVID B Co-Founder Aug 16 '23 Sale 97.51 9,946 969,834 300,000 Aug 17 08:21 PM BHUTANI ASHISH Director Aug 15 '23 Buy 98.08 10,000 980,800 11,732 Aug 17 08:27 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 15 '23 Sale 98.47 202,489 19,939,642 297,511 Aug 17 08:25 PM KAPLAN DAVID B Co-Founder Aug 15 '23 Sale 98.39 190,054 18,699,715 309,946 Aug 17 08:21 PM Arougheti Michael J Co-Founder, CEO and President Aug 15 '23 Sale 98.37 150,000 14,755,402 0 Aug 17 08:26 PM deVeer R. Kipp Head of Credit Group Aug 08 '23 Sale 100.13 200,000 20,025,557 861,311 Aug 10 07:29 PM ARES MANAGEMENT LLC 10% Owner Jul 03 '23 Sale 16.79 6,885,415 115,571,691 134,659,188 Jul 05 04:36 PM Arougheti Michael J Co-Founder, CEO and President Jun 29 '23 Sale 95.09 36,085 3,431,323 0 Jun 30 06:56 PM Arougheti Michael J Co-Founder, CEO and President Jun 15 '23 Sale 95.13 64,480 6,133,982 60,471 Jun 15 07:17 PM Arougheti Michael J Co-Founder, CEO and President Jun 14 '23 Sale 95.00 400 38,000 124,951 Jun 15 07:17 PM Arougheti Michael J Co-Founder, CEO and President Jun 13 '23 Sale 95.02 4,950 470,349 125,351 Jun 15 07:17 PM Ares Corporate Opportunities F Director Jun 09 '23 Sale 25.70 4,886,250 125,576,625 1,389,840 Jun 12 05:56 PM Arougheti Michael J Co-Founder, CEO and President Jun 07 '23 Sale 90.60 237,377 21,506,604 130,301 Jun 09 04:52 PM Arougheti Michael J Co-Founder, CEO and President Jun 06 '23 Sale 90.92 258,163 23,471,122 367,678 Jun 06 09:11 PM Berry Ryan Chief Mktg. & Strategy Officer Jun 02 '23 Sale 89.11 10,000 891,100 484,661 Jun 05 07:47 PM Arougheti Michael J Co-Founder, CEO and President Jun 02 '23 Sale 90.00 4,460 401,400 625,841 Jun 06 09:11 PM Berry Ryan Chief Mktg. & Strategy Officer Jun 01 '23 Sale 88.22 10,000 882,200 494,661 Jun 05 07:47 PM Berry Ryan Chief Mktg. & Strategy Officer May 30 '23 Sale 87.32 5,000 436,600 504,661 May 31 08:56 PM Arougheti Michael J Co-Founder, CEO and President May 26 '23 Sale 84.83 68,603 5,819,609 825,000 May 31 08:56 PM Arougheti Michael J Co-Founder, CEO and President May 26 '23 Sale 84.83 63,858 5,416,893 630,301 May 31 08:56 PM Arougheti Michael J Co-Founder, CEO and President May 25 '23 Sale 83.89 110,263 9,249,804 893,603 May 25 09:48 PM Arougheti Michael J Co-Founder, CEO and President May 25 '23 Sale 83.88 36,573 3,067,867 694,159 May 25 09:48 PM Arougheti Michael J Co-Founder, CEO and President May 24 '23 Sale 83.16 165,439 13,757,831 1,003,866 May 25 09:48 PM Arougheti Michael J Co-Founder, CEO and President May 24 '23 Sale 83.16 55,264 4,595,847 730,732 May 25 09:48 PM Berry Ryan Chief Mktg. & Strategy Officer May 23 '23 Sale 85.63 5,000 428,150 365,932 May 25 09:41 PM Olian Judy D. Director May 23 '23 Sale 85.59 1,200 102,708 28,997 May 25 09:39 PM Sagati Aghili Naseem General Counsel May 19 '23 Sale 83.07 11,531 957,880 243,232 May 23 07:48 PM
Index RUT P/E 12.91 EPS (ttm) 8.37 Insider Own 2.54% Shs Outstand 34.40M Perf Week -0.18%
Market Cap 3.73B Forward P/E 12.58 EPS next Y 8.60 Insider Trans -6.57% Shs Float 33.61M Perf Month 0.08%
Income 297.10M PEG 0.86 EPS next Q 1.04 Inst Own 85.21% Short Float 2.73% Perf Quarter -8.71%
Sales 3.09B P/S 1.21 EPS this Y 2.04% Inst Trans -4.11% Short Ratio 3.46 Perf Half Y 24.22%
Book/sh 69.79 P/B 1.55 EPS next Y 1.26% ROA 6.68% Short Interest 0.92M Perf Year 65.26%
Cash/sh 3.95 P/C 27.36 EPS next 5Y 15.00% ROE 12.65% 52W Range 61.51 - 122.99 Perf YTD -1.34%
Dividend Est. - P/FCF 14.23 EPS past 5Y 26.84% ROI 10.07% 52W High -12.08% Beta 1.12
Dividend TTM 1.27 (1.17%) Quick Ratio 1.07 Sales past 5Y 10.78% Gross Margin 20.16% 52W Low 75.79% ATR (14) 2.87
Dividend Ex-Date Feb 07, 2024 Current Ratio 1.07 EPS Y/Y TTM -68.65% Oper. Margin 11.01% RSI (14) 48.30 Volatility 2.30% 2.47%
Employees 4315 Debt/Eq 0.30 Sales Y/Y TTM -28.75% Profit Margin 9.60% Recom 1.67 Target Price 126.00
Option/Short Yes / Yes LT Debt/Eq 0.23 EPS Q/Q -15.21% Payout 15.14% Rel Volume 0.75 Prev Close 107.52
Sales Surprise 7.54% EPS Surprise 18.14% Sales Q/Q -1.58% Earnings Apr 30 AMC Avg Volume 265.55K Price 108.13
SMA20 -1.28% SMA50 -2.15% SMA200 8.83% Trades
Volume 198,892 Change 0.57%
Date
Action
Analyst
Rating Change
Price Target Change
Oct-04-23 Upgrade Wolfe Research
Peer Perform → Outperform
$113
Nov-17-22 Upgrade Wolfe Research
Underperform → Peer Perform
Aug-16-22 Initiated Wolfe Research
Underperform
$80
Aug-02-22 Downgrade Stifel
Buy → Hold
$131 → $93
Apr-29-21 Downgrade Stephens
Overweight → Equal-Weight
$80 → $70
Apr-29-21 Downgrade Stephens
Overweight → Equal-Weight
$70
Nov-03-20 Upgrade Stephens
Equal-Weight → Overweight
$45 → $70
Apr-06-20 Downgrade Stephens
Overweight → Equal-Weight
$42 → $30
Feb-27-20 Upgrade Stifel
Hold → Buy
$37
Feb-25-19 Upgrade Stephens
Equal-Weight → Overweight
$40 → $44
Nov-20-18 Downgrade Stifel
Buy → Hold
Jan-29-18 Upgrade Wells Fargo
Underperform → Market Perform
Jan-29-18 Upgrade Seaport Global Securities
Neutral → Buy
$40
Jan-29-18 Reiterated Stifel
Buy
$32 → $38
Aug-18-17 Downgrade Stephens Inc
Overweight → Equal-Weight
Dec-15-16 Initiated Seaport Global Securities
Neutral
Nov-08-16 Downgrade Stifel
Buy → Hold
$46 → $38
Nov-09-15 Reiterated FBR Capital
Mkt Perform
$45 → $52
Aug-05-15 Reiterated Stifel
Buy
$46 → $48
Jun-03-15 Reiterated Oppenheimer
Outperform
$43 → $48
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Matson, Inc. is a holding company, which engages in the provision of logistics and transportation services. It operates through the Ocean Transportation and Logistics segments. The Ocean Transportation segment offers ocean freight transportation, container stevedoring, refrigerated cargo services, inland transportation, and other terminal services. The Logistics segment includes domestic and international rail intermodal services, regional highway brokerage, specialized hauling, expedited freight operations, supply chain management, storage, and distribution services. The company was founded in 1882 by William Matson and is headquartered in Honolulu, HI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Scott Christopher A Senior Vice President Mar 13 '24 Sale 107.83 1,171 126,269 12,958 Mar 14 04:49 PM Park Kuuhaku T Senior Vice President Mar 07 '24 Sale 107.55 1,941 208,745 10,698 Mar 08 04:35 PM Heilmann Peter T EVP, Chief Admin. Officer & GC Mar 05 '24 Sale 106.43 9,047 962,859 48,431 Mar 06 04:20 PM Rolfe Rusty K EVP Mar 05 '24 Sale 107.15 5,000 535,736 24,871 Mar 06 04:20 PM Kinney Richard S Senior Vice President Mar 05 '24 Sale 105.83 773 81,810 11,380 Mar 06 04:20 PM Lauer John P EVP & Chief Commercial Officer Feb 28 '24 Sale 109.71 11,388 1,249,412 30,452 Feb 29 04:26 PM STUCK KEVIN L VP and Controller Feb 28 '24 Sale 111.46 2,082 232,060 3,942 Feb 29 04:26 PM Angoco Vic S Jr Senior Vice President Feb 26 '24 Sale 114.39 9,000 1,029,498 21,285 Feb 27 04:25 PM FARGO THOMAS B Director Feb 26 '24 Sale 113.37 6,500 736,905 27,615 Feb 27 04:24 PM Kinney Richard S Senior Vice President Dec 13 '23 Sale 96.30 997 96,010 9,427 Dec 14 04:35 PM Cerocke Grace M Senior Vice President Dec 13 '23 Sale 97.27 578 56,219 11,586 Dec 14 04:35 PM Scott Christopher A Senior Vice President Dec 05 '23 Sale 98.93 952 94,181 10,974 Dec 05 07:19 PM Rascon Laura L Senior Vice President Dec 05 '23 Sale 96.70 329 31,814 9,372 Dec 05 07:19 PM Angoco Vic S Jr Senior Vice President Nov 07 '23 Sale 90.52 11,500 1,041,006 23,693 Nov 07 04:55 PM Scott Christopher A Senior Vice President Nov 03 '23 Sale 88.59 350 31,007 11,926 Nov 03 07:05 PM COX MATTHEW J Chairman & CEO Aug 31 '23 Sale 88.30 10,000 883,039 221,267 Sep 01 06:13 PM Park Kuuhaku T Senior Vice President Aug 31 '23 Sale 88.49 2,318 205,120 11,526 Sep 01 06:13 PM Cerocke Grace M Senior Vice President Aug 16 '23 Sale 92.65 700 64,858 12,164 Aug 17 06:43 PM Angoco Vic S Jr Senior Vice President Aug 09 '23 Sale 94.50 4,500 425,260 35,193 Aug 09 07:06 PM Rascon Laura L Senior Vice President Aug 09 '23 Sale 94.25 897 84,542 9,701 Aug 09 07:06 PM Angoco Vic S Jr Senior Vice President Aug 08 '23 Sale 94.06 5,500 517,315 39,693 Aug 09 07:06 PM COX MATTHEW J Chairman & CEO Jul 31 '23 Sale 93.78 10,000 937,777 231,267 Aug 01 06:49 PM COX MATTHEW J Chairman & CEO Jun 30 '23 Sale 77.43 10,000 774,306 241,267 Jun 30 05:59 PM Heilmann Peter T EVP, Chief Admin. Officer & GC Jun 14 '23 Sale 75.98 4,917 373,594 50,311 Jun 15 05:03 PM Isotoff Leonard P Senior Vice President Jun 14 '23 Sale 75.13 1,250 93,912 6,000 Jun 15 05:03 PM Scott Christopher A Senior Vice President Jun 14 '23 Sale 76.30 678 51,729 12,276 Jun 15 05:03 PM Kinney Richard S Senior Vice President Jun 09 '23 Sale 76.45 1,028 78,591 10,424 Jun 09 07:45 PM COX MATTHEW J Chairman & CEO May 31 '23 Sale 69.83 10,000 698,326 251,267 May 31 08:09 PM Angoco Vic S Jr Senior Vice President May 17 '23 Sale 68.18 8,000 545,417 45,193 May 17 05:16 PM COX MATTHEW J Chairman & CEO May 01 '23 Sale 65.96 10,000 659,613 261,267 May 01 06:15 PM
Index RUT P/E - EPS (ttm) -0.13 Insider Own 1.10% Shs Outstand 50.77M Perf Week -1.29%
Market Cap 3.39B Forward P/E 82.93 EPS next Y 0.80 Insider Trans -15.95% Shs Float 50.44M Perf Month -2.62%
Income -6.09M PEG - EPS next Q -0.06 Inst Own 99.35% Short Float 6.82% Perf Quarter -2.31%
Sales 366.38M P/S 9.25 EPS this Y 445.87% Inst Trans 3.16% Short Ratio 3.75 Perf Half Y 26.30%
Book/sh 12.56 P/B 5.29 EPS next Y 93.12% ROA -0.88% Short Interest 3.44M Perf Year 10.40%
Cash/sh 6.76 P/C 9.83 EPS next 5Y - ROE -1.01% 52W Range 47.59 - 69.68 Perf YTD 6.81%
Dividend Est. - P/FCF - EPS past 5Y 36.15% ROI -0.92% 52W High -4.61% Beta 0.60
Dividend TTM - Quick Ratio 8.98 Sales past 5Y 541.82% Gross Margin 72.46% 52W Low 39.67% ATR (14) 0.42
Dividend Ex-Date - Current Ratio 10.73 EPS Y/Y TTM 90.17% Oper. Margin -1.29% RSI (14) 30.41 Volatility 0.49% 0.48%
Employees 797 Debt/Eq 0.04 Sales Y/Y TTM 33.86% Profit Margin -1.66% Recom 2.78 Target Price 71.57
Option/Short Yes / Yes LT Debt/Eq 0.04 EPS Q/Q 908.33% Payout - Rel Volume 1.16 Prev Close 66.84
Sales Surprise 2.24% EPS Surprise 101.55% Sales Q/Q 27.72% Earnings Feb 28 AMC Avg Volume 916.14K Price 66.47
SMA20 -2.26% SMA50 -2.23% SMA200 9.69% Trades
Volume 1,069,674 Change -0.55%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-09-24 Downgrade Wolfe Research
Outperform → Peer Perform
Jul-19-23 Initiated Robert W. Baird
Outperform
$69
Jul-13-23 Initiated KeyBanc Capital Markets
Overweight
$70
May-23-23 Initiated CL King
Buy
$75
Apr-14-23 Initiated Mizuho
Buy
$75
Mar-24-23 Upgrade Needham
Hold → Buy
$71
Oct-21-22 Initiated RBC Capital Mkts
Outperform
$85
Oct-12-22 Initiated Jefferies
Hold
$75
Oct-10-22 Downgrade Needham
Buy → Hold
Apr-06-22 Initiated Wolfe Research
Outperform
$69
Mar-02-22 Resumed BofA Securities
Buy
$70
Jul-12-21 Initiated Barclays
Overweight
$74
Jun-28-21 Reiterated Needham
Buy
$72 → $78
Nov-05-20 Reiterated Needham
Buy
$57 → $62
Oct-23-20 Initiated Guggenheim
Buy
$77
Sep-02-20 Initiated Robert W. Baird
Outperform
$52
Aug-07-20 Reiterated Needham
Buy
$48 → $57
Jan-08-20 Initiated SunTrust
Buy
$38
Nov-01-19 Initiated Piper Jaffray
Overweight
$39
Oct-21-19 Initiated Barclays
Overweight
$43
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Axonics, Inc. is a medical device company, which engages in developing and commercializing of novel implantable sacral neuromodulation (SNM) devices to treat patients with bladder and bowel dysfunction. Its product Bulkamid, which is a urethral bulking agent used to treat stress urinary incontinence in women. The company was founded by Raymond W. Cohen, Guang Qiang Jiang, and Danny L. Dearen in March 2012 and is headquartered in Irvine, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Noblett Karen Chief Medical Officer Jan 31 '24 Option Exercise 0.00 27,500 0 45,716 Feb 02 05:59 PM Sama Rinda Chief Operating Officer Jan 31 '24 Option Exercise 0.00 28,000 0 83,854 Feb 02 06:00 PM Woock John EVP, Chief Mktg/Strtgy Officer Jan 31 '24 Option Exercise 0.00 28,000 0 93,302 Feb 02 05:59 PM Ford Alfred J Jr Chief Commercial Officer Jan 31 '24 Option Exercise 0.00 25,500 0 60,065 Feb 02 05:59 PM Keese Kari Leigh Chief Financial Officer Jan 31 '24 Option Exercise 0.00 6,167 0 46,812 Feb 02 05:59 PM COHEN RAYMOND W Chief Executive Officer Jan 31 '24 Option Exercise 0.00 63,400 0 223,996 Feb 02 05:59 PM COHEN RAYMOND W Chief Executive Officer Jan 31 '24 Sale 67.74 35,161 2,381,662 188,835 Feb 02 05:59 PM Ford Alfred J Jr Chief Commercial Officer Jan 31 '24 Sale 67.74 16,615 1,125,432 43,450 Feb 02 05:59 PM Woock John EVP, Chief Mktg/Strtgy Officer Jan 31 '24 Sale 67.74 15,899 1,076,933 77,403 Feb 02 05:59 PM Noblett Karen Chief Medical Officer Jan 31 '24 Sale 67.74 11,288 764,603 34,428 Feb 02 05:59 PM Keese Kari Leigh Chief Financial Officer Jan 31 '24 Sale 67.74 3,489 236,331 43,323 Feb 02 05:59 PM Noblett Karen Chief Medical Officer Jan 08 '24 Sale 69.00 15,999 1,103,961 18,216 Jan 10 08:00 PM Noblett Karen Chief Medical Officer Dec 28 '23 Sale 63.28 7,051 446,177 34,215 Dec 28 07:17 PM Noblett Karen Chief Medical Officer Dec 26 '23 Sale 63.00 949 59,787 41,266 Dec 28 07:17 PM Dearen Danny L. President & CFO Sep 29 '23 Option Exercise 0.00 11,250 0 31,452 Oct 03 07:37 PM Dearen Danny L. President & CFO Sep 29 '23 Sale 56.87 7,675 436,490 23,777 Oct 03 07:37 PM Ford Alfred J Jr Chief Commercial Officer Aug 15 '23 Sale 62.34 14,769 920,671 34,565 Aug 17 07:47 PM Ford Alfred J Jr Chief Commercial Officer Jul 28 '23 Sale 62.01 1,500 93,021 49,334 Aug 01 08:01 PM Dearen Danny L. President & CFO May 26 '23 Sale 49.46 7,999 395,646 9,202 May 31 08:01 PM
Index - P/E - EPS (ttm) -0.16 Insider Own 24.02% Shs Outstand 486.82M Perf Week 0.72%
Market Cap 11.12B Forward P/E 28.67 EPS next Y 0.68 Insider Trans -0.74% Shs Float 432.34M Perf Month -14.89%
Income -89.88M PEG - EPS next Q 0.12 Inst Own 55.01% Short Float 3.97% Perf Quarter -16.95%
Sales 1.31B P/S 8.50 EPS this Y 7.40% Inst Trans 3.89% Short Ratio 1.93 Perf Half Y 25.89%
Book/sh 3.54 P/B 5.52 EPS next Y 17.56% ROA -3.16% Short Interest 17.18M Perf Year 27.44%
Cash/sh 3.30 P/C 5.92 EPS next 5Y 46.20% ROE -4.57% 52W Range 12.38 - 27.87 Perf YTD -21.30%
Dividend Est. - P/FCF 38.13 EPS past 5Y 20.57% ROI -4.33% 52W High -29.85% Beta 0.99
Dividend TTM - Quick Ratio 3.52 Sales past 5Y 59.25% Gross Margin 84.81% 52W Low 57.98% ATR (14) 0.72
Dividend Ex-Date - Current Ratio 3.52 EPS Y/Y TTM 73.35% Oper. Margin -12.39% RSI (14) 34.04 Volatility 2.98% 2.84%
Employees 4035 Debt/Eq 0.03 Sales Y/Y TTM 23.57% Profit Margin -6.87% Recom 2.00 Target Price 27.98
Option/Short Yes / Yes LT Debt/Eq 0.03 EPS Q/Q 216.40% Payout - Rel Volume 0.65 Prev Close 18.89
Sales Surprise 5.62% EPS Surprise 39.51% Sales Q/Q 31.34% Earnings Mar 13 AMC Avg Volume 8.90M Price 19.55
SMA20 -7.05% SMA50 -14.14% SMA200 -1.89% Trades
Volume 5,821,102 Change 3.49%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-08-24 Resumed KeyBanc Capital Markets
Overweight
$27
Mar-14-24 Upgrade JP Morgan
Neutral → Overweight
$22 → $28
Mar-14-24 Reiterated Needham
Buy
$25 → $30
Feb-21-24 Initiated Scotiabank
Sector Perform
Jan-02-24 Initiated William Blair
Outperform
Jun-09-23 Downgrade Wells Fargo
Overweight → Equal Weight
$20
Apr-21-23 Initiated DA Davidson
Neutral
$16
Mar-16-23 Upgrade Canaccord Genuity
Hold → Buy
$14.50 → $19
Nov-03-22 Downgrade Oppenheimer
Outperform → Perform
Oct-18-22 Downgrade Barclays
Overweight → Equal Weight
$17 → $15
Sep-07-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$32 → $15
Sep-07-22 Downgrade Mizuho
Buy → Neutral
$40 → $14
Sep-07-22 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
Jul-07-22 Resumed Canaccord Genuity
Buy
$25
Jan-25-22 Upgrade Macquarie
Neutral → Outperform
Jan-20-22 Upgrade Oppenheimer
Perform → Outperform
$56
Jan-06-22 Upgrade Wells Fargo
Equal Weight → Overweight
$50 → $60
Dec-09-21 Upgrade Berenberg
Hold → Buy
$64
Dec-03-21 Upgrade Morgan Stanley
Equal-Weight → Overweight
$74
Nov-16-21 Initiated Credit Suisse
Outperform
$75
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Apr-21-24 02:22PM
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(The Wall Street Journal)
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UiPath, Inc. engages in the development and provision of a software platform to automate business processes. It serves the public, healthcare, telecommunication, finance, and banking industries. The firm offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Gupta Ashim Chief Financial Officer Apr 04 '24 Sale 21.66 40,000 866,268 660,762 Apr 09 05:49 PM Gupta Ashim Chief Financial Officer Apr 04 '24 Sale 21.66 16,000 346,510 71,505 Apr 09 05:49 PM Gupta Ashim Chief Financial Officer Mar 15 '24 Sale 22.84 16,000 365,370 87,505 Mar 19 09:18 PM Gupta Ashim Chief Financial Officer Feb 05 '24 Sale 22.47 16,000 359,590 103,505 Feb 07 05:25 PM Wong Rich Director Jan 08 '24 Sale 23.12 200,000 4,624,220 429,418 Jan 10 04:10 PM Gupta Ashim Chief Financial Officer Jan 08 '24 Sale 23.02 70,000 1,611,113 788,148 Jan 08 04:17 PM Gupta Ashim Chief Financial Officer Jan 04 '24 Sale 22.59 125,000 2,824,162 858,148 Jan 08 04:17 PM Gupta Ashim Chief Financial Officer Jan 04 '24 Sale 22.59 16,000 361,498 119,505 Jan 08 04:17 PM Brubaker Brad GC & Chief Legal Officer Dec 18 '23 Sale 25.62 10,000 256,162 587,608 Dec 20 09:29 AM Gupta Ashim Chief Financial Officer Dec 15 '23 Sale 25.65 40,000 1,025,940 1,063,754 Dec 19 04:02 PM Gupta Ashim Chief Financial Officer Dec 15 '23 Sale 25.65 12,000 307,800 135,505 Dec 19 04:02 PM Brubaker Brad GC & Chief Legal Officer Dec 04 '23 Sale 24.89 105,000 2,613,292 597,608 Dec 05 05:05 PM Gupta Ashim Chief Financial Officer Dec 04 '23 Sale 24.88 40,000 995,100 1,103,754 Dec 05 05:10 PM Gupta Ashim Chief Financial Officer Dec 04 '23 Sale 24.88 12,000 298,504 147,505 Dec 05 05:10 PM Wong Rich Director Dec 01 '23 Sale 22.94 100,000 2,293,740 667,730 Dec 05 05:05 PM Wong Rich Director Nov 29 '23 Sale 19.98 100,000 1,997,560 656,599 Nov 30 09:06 PM Wong Rich Director Nov 14 '23 Sale 18.07 100,000 1,807,000 756,599 Nov 16 07:09 PM Gupta Ashim Chief Financial Officer Oct 16 '23 Sale 16.10 40,000 644,128 1,143,754 Oct 17 07:07 PM Gupta Ashim Chief Financial Officer Oct 16 '23 Sale 16.10 12,000 193,222 159,505 Oct 17 07:07 PM Wong Rich Director Sep 22 '23 Sale 16.38 100,000 1,638,080 779,693 Sep 26 07:50 PM Gupta Ashim Chief Financial Officer Sep 15 '23 Sale 17.38 40,000 695,272 1,304,047 Sep 19 12:30 PM Gupta Ashim Chief Financial Officer Sep 15 '23 Sale 17.38 12,000 208,595 171,505 Sep 19 12:30 PM Gupta Ashim Chief Financial Officer Aug 15 '23 Sale 15.52 40,000 620,932 1,344,047 Aug 17 08:10 AM Gupta Ashim Chief Financial Officer Aug 15 '23 Sale 15.52 12,000 186,281 183,505 Aug 17 08:10 AM Gupta Ashim Chief Financial Officer Jul 17 '23 Sale 18.44 40,000 737,736 1,384,047 Jul 18 04:51 PM Gupta Ashim Chief Financial Officer Jul 17 '23 Sale 18.44 12,000 221,308 195,505 Jul 18 04:51 PM Wong Rich Director Jul 11 '23 Sale 17.97 56,549 1,016,022 879,693 Jul 12 08:43 PM Wong Rich Director Jun 20 '23 Sale 17.98 43,451 781,284 936,242 Jun 22 07:09 PM Gupta Ashim Chief Financial Officer Jun 15 '23 Sale 18.42 40,000 736,676 1,544,341 Jun 20 04:55 PM Gupta Ashim Chief Financial Officer Jun 15 '23 Sale 18.41 12,000 220,961 207,505 Jun 20 04:55 PM Ramani Hitesh Chief Accounting Officer May 31 '23 Sale 17.56 12,546 220,308 420,825 May 31 07:09 PM Gupta Ashim Chief Financial Officer May 26 '23 Sale 15.65 40,000 625,860 1,584,341 May 31 07:09 PM Gupta Ashim Chief Financial Officer May 26 '23 Sale 15.64 12,000 187,716 219,505 May 31 07:09 PM Ramani Hitesh Chief Accounting Officer May 26 '23 Sale 15.56 10,000 155,604 433,371 May 31 07:09 PM
Index RUT P/E - EPS (ttm) -0.38 Insider Own 41.53% Shs Outstand 488.92M Perf Week 3.37%
Market Cap 1.80B Forward P/E - EPS next Y -0.14 Insider Trans -0.09% Shs Float 286.00M Perf Month -9.14%
Income -182.57M PEG - EPS next Q -0.09 Inst Own 26.76% Short Float 19.44% Perf Quarter -27.56%
Sales 244.59M P/S 7.36 EPS this Y -41.11% Inst Trans -0.27% Short Ratio 6.11 Perf Half Y -10.02%
Book/sh 1.13 P/B 3.24 EPS next Y 59.60% ROA -18.92% Short Interest 55.61M Perf Year -8.00%
Cash/sh 0.50 P/C 7.35 EPS next 5Y - ROE -29.74% 52W Range 3.47 - 8.05 Perf YTD -33.45%
Dividend Est. - P/FCF - EPS past 5Y - ROI -25.59% 52W High -54.29% Beta 1.20
Dividend TTM - Quick Ratio 1.65 Sales past 5Y 110.65% Gross Margin 15.74% 52W Low 6.05% ATR (14) 0.18
Dividend Ex-Date - Current Ratio 2.13 EPS Y/Y TTM -30.11% Oper. Margin -72.66% RSI (14) 40.42 Volatility 4.06% 4.06%
Employees 1650 Debt/Eq 0.33 Sales Y/Y TTM 15.92% Profit Margin -74.64% Recom 1.27 Target Price 7.92
Option/Short Yes / Yes LT Debt/Eq 0.29 EPS Q/Q -31.93% Payout - Rel Volume 0.62 Prev Close 3.59
Sales Surprise -4.63% EPS Surprise 4.68% Sales Q/Q 15.90% Earnings May 06 AMC Avg Volume 9.10M Price 3.68
SMA20 -3.42% SMA50 -11.97% SMA200 -25.78% Trades
Volume 5,609,680 Change 2.51%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-12-24 Resumed Citigroup
Buy
$6
Jan-17-24 Initiated KeyBanc Capital Markets
Overweight
$8
Oct-26-23 Initiated Cantor Fitzgerald
Overweight
$6
Apr-18-23 Initiated Citigroup
Neutral
$4.55
Oct-12-22 Initiated Credit Suisse
Underperform
$3
Aug-31-22 Upgrade Cowen
Market Perform → Outperform
$6.50 → $8
Jun-21-22 Initiated Wells Fargo
Equal Weight
$5
Feb-23-22 Initiated ROTH Capital
Buy
$20
Jan-12-22 Initiated Morgan Stanley
Overweight
$17
Nov-30-21 Initiated BofA Securities
Buy
$20
Sep-30-21 Initiated Stifel
Buy
$22
Sep-17-21 Initiated Deutsche Bank
Buy
$18
Sep-13-21 Initiated Cowen
Market Perform
$18
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(The Wall Street Journal)
Dec-15-23 10:56AM
(Yahoo Finance Video) -10.83%
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(The Wall Street Journal)
Jul-28-23 05:30AM
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(Schaeffer's Investment Research) +13.64%
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Rocket Lab USA, Inc. is an aerospace company, which engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment includes space engineering, program management, satellite components, spacecraft manufacturing, and mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Spice Adam C. Chief Financial Officer Mar 05 '24 Sale 4.25 67,160 285,631 1,442,206 Mar 07 07:50 PM Kampani Arjun General Counsel Mar 05 '24 Sale 4.25 31,394 133,519 695,147 Mar 07 07:52 PM Spice Adam C. Chief Financial Officer Nov 29 '23 Sale 4.46 57,721 257,609 1,509,366 Nov 30 07:49 PM Kampani Arjun General Counsel Nov 29 '23 Sale 4.46 19,443 86,774 505,947 Nov 30 07:47 PM Beck Peter President, CEO and Chairman Sep 11 '23 Sale 5.62 3,600,000 20,232,000 50,951,250 Sep 13 04:05 PM GRIFFIN MICHAEL D Director Aug 30 '23 Sale 6.34 38,090 241,612 0 Aug 31 04:01 PM Spice Adam C. Chief Financial Officer Aug 25 '23 Sale 5.74 61,377 352,525 1,566,293 Aug 29 05:40 PM Kampani Arjun See Remarks Aug 25 '23 Sale 5.74 20,675 118,749 525,390 Aug 29 05:37 PM GRIFFIN MICHAEL D Director Jun 06 '23 Sale 5.00 50,689 253,445 0 Jun 08 05:01 PM Spice Adam C. Chief Financial Officer May 26 '23 Sale 4.50 66,582 299,353 1,619,586 May 31 06:57 PM Kampani Arjun See Remarks May 26 '23 Sale 4.50 22,428 100,836 546,065 May 31 06:53 PM GRIFFIN MICHAEL D Director May 17 '23 Sale 4.40 50,689 223,032 0 May 19 06:44 PM
Index - P/E - EPS (ttm) -2.16 Insider Own 33.36% Shs Outstand 384.87M Perf Week -3.51%
Market Cap 9.03B Forward P/E 21.88 EPS next Y 1.06 Insider Trans -1.06% Shs Float 260.40M Perf Month -14.41%
Income -822.01M PEG - EPS next Q 0.07 Inst Own 48.65% Short Float 12.35% Perf Quarter -32.61%
Sales 2.19B P/S 4.13 EPS this Y -37.61% Inst Trans -0.35% Short Ratio 3.54 Perf Half Y -14.98%
Book/sh 8.27 P/B 2.79 EPS next Y 55.97% ROA -10.90% Short Interest 32.17M Perf Year -19.37%
Cash/sh 4.07 P/C 5.68 EPS next 5Y - ROE -24.50% 52W Range 22.20 - 50.08 Perf YTD -43.51%
Dividend Est. - P/FCF 50.49 EPS past 5Y -34.36% ROI -13.85% 52W High -53.87% Beta 2.42
Dividend TTM - Quick Ratio 2.59 Sales past 5Y 42.23% Gross Margin 66.46% 52W Low 4.05% ATR (14) 1.01
Dividend Ex-Date - Current Ratio 2.59 EPS Y/Y TTM 26.85% Oper. Margin -36.64% RSI (14) 29.65 Volatility 3.36% 3.63%
Employees 6748 Debt/Eq 0.88 Sales Y/Y TTM 57.25% Profit Margin -37.58% Recom 2.47 Target Price 30.05
Option/Short Yes / Yes LT Debt/Eq 0.86 EPS Q/Q 20.27% Payout - Rel Volume 0.77 Prev Close 22.89
Sales Surprise 10.57% EPS Surprise 99.28% Sales Q/Q 35.10% Earnings May 09 AMC Avg Volume 9.09M Price 23.10
SMA20 -9.19% SMA50 -16.96% SMA200 -29.57% Trades
Volume 7,039,154 Change 0.92%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-27-24 Upgrade Piper Sandler
Underweight → Neutral
$35 → $30
Feb-12-24 Downgrade Macquarie
Neutral → Underperform
Jan-02-24 Downgrade Piper Sandler
Neutral → Underweight
$20 → $35
Dec-18-23 Initiated HSBC Securities
Hold
Nov-13-23 Downgrade Wolfe Research
Outperform → Peer Perform
Nov-10-23 Downgrade Macquarie
Outperform → Neutral
$20
Oct-23-23 Downgrade Piper Sandler
Overweight → Neutral
$48 → $30
Oct-19-23 Upgrade Jefferies
Underperform → Hold
$29 → $27
Oct-09-23 Resumed Barclays
Equal Weight
$42
Sep-28-23 Initiated UBS
Neutral
$38
Sep-15-23 Upgrade BofA Securities
Neutral → Buy
$46 → $56
Jun-29-23 Initiated JMP Securities
Mkt Perform
Jun-27-23 Initiated Wells Fargo
Overweight
$48
Feb-23-23 Downgrade Oppenheimer
Outperform → Perform
Jan-12-23 Downgrade Jefferies
Hold → Underperform
$19
Dec-08-22 Downgrade BTIG Research
Buy → Neutral
Nov-28-22 Resumed Morgan Stanley
Equal-Weight
$27.50
Nov-15-22 Resumed Goldman
Neutral
$36
Oct-28-22 Upgrade Piper Sandler
Neutral → Overweight
$42 → $38
Oct-07-22 Initiated Needham
Buy
$50
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(The Wall Street Journal)
Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Carpenter Carol W. SVP & Chief Marketing Officer Apr 01 '24 Sale 26.58 2,000 53,160 444,617 Apr 01 07:14 PM Gupta Anirma SVP, Chief Legal Officer Mar 25 '24 Sale 26.93 927 24,964 387,743 Mar 26 01:25 PM The Felix SVP Product & Technology, Grow Mar 08 '24 Sale 27.28 5,000 136,400 293,948 Mar 08 06:55 PM Bar-Zeev Tomer Director Mar 05 '24 Sale 26.59 250,000 6,647,500 4,498,146 Mar 07 06:55 PM Carpenter Carol W. SVP & Chief Marketing Officer Mar 01 '24 Sale 29.35 2,000 58,700 446,617 Mar 04 01:58 PM Barrysmith Mark Principal Accounting Officer Feb 29 '24 Sale 29.43 2,083 61,303 135,343 Feb 29 05:50 PM Whitehurst James M Interim CEO and President Feb 26 '24 Sale 32.56 44,091 1,435,488 155,909 Feb 27 03:10 PM Visoso Luis Felipe EVP and CFO Feb 26 '24 Sale 32.55 11,756 382,685 1,100,133 Feb 27 03:13 PM Gupta Anirma SVP, Chief Legal Officer Feb 26 '24 Sale 32.42 8,315 269,538 388,670 Feb 27 03:12 PM Whitten Marc President, Create Solutions Feb 26 '24 Sale 32.56 7,232 235,446 989,707 Feb 27 03:16 PM Carpenter Carol W. SVP & Chief Marketing Officer Feb 26 '24 Sale 32.57 6,417 208,999 448,617 Feb 27 03:07 PM The Felix SVP Product & Technology, Grow Feb 26 '24 Sale 32.55 4,374 142,383 298,948 Feb 27 03:14 PM Barrysmith Mark Principal Accounting Officer Feb 26 '24 Sale 32.49 1,859 60,404 137,426 Feb 27 03:09 PM Visoso Luis Felipe EVP and CFO Feb 01 '24 Sale 32.51 3,087 100,358 1,111,889 Feb 02 12:49 PM Carpenter Carol W. SVP & Chief Marketing Officer Feb 01 '24 Sale 32.51 2,000 65,020 455,034 Feb 02 12:47 PM Gupta Anirma SVP, Chief Legal Officer Jan 29 '24 Sale 33.07 756 25,001 396,985 Jan 29 08:08 PM Bar-Zeev Tomer President, Grow Solutions Jan 08 '24 Sale 38.40 37,500 1,439,831 1,162,832 Jan 09 04:28 PM Visoso Luis Felipe EVP and CFO Jan 02 '24 Sale 39.98 2,446 97,791 1,114,976 Jan 03 02:08 PM Carpenter Carol W. SVP & Chief Marketing Officer Jan 02 '24 Sale 39.98 2,000 79,960 457,034 Jan 03 02:10 PM Gupta Anirma SVP, Chief Legal Officer Dec 26 '23 Sale 39.99 2,551 102,014 397,741 Dec 26 05:27 PM Bar-Zeev Tomer President, Grow Solutions Dec 19 '23 Sale 40.92 150,000 6,137,604 1,200,332 Dec 20 06:24 PM Bar-Zeev Tomer President, Grow Solutions Dec 01 '23 Sale 32.31 112,500 3,634,875 1,350,332 Dec 05 12:25 PM Visoso Luis Felipe EVP and CFO Dec 01 '23 Sale 30.00 3,334 100,020 1,117,422 Dec 05 12:22 PM Carpenter Carol W. SVP & Chief Marketing Officer Dec 01 '23 Sale 29.40 2,000 58,800 459,034 Dec 05 12:24 PM Gupta Anirma SVP, General Counsel Nov 30 '23 Sale 30.68 3,294 101,060 400,292 Dec 04 01:35 PM Barrysmith Mark Principal Accounting Officer Nov 30 '23 Sale 30.68 1,688 51,788 139,285 Dec 04 01:37 PM Lee Michelle K. Director Nov 28 '23 Sale 28.01 178 4,986 4,025 Nov 29 09:24 PM Gupta Anirma SVP, General Counsel Nov 27 '23 Sale 28.18 38,107 1,074,034 403,586 Nov 29 09:28 PM Visoso Luis Felipe EVP and CFO Nov 27 '23 Sale 28.18 16,876 475,491 1,120,756 Nov 29 09:33 PM Whitten Marc President, Create Solutions Nov 27 '23 Sale 28.18 12,135 341,936 996,939 Nov 29 09:08 PM Carpenter Carol W. SVP & Chief Marketing Officer Nov 27 '23 Sale 28.19 9,235 260,309 461,034 Nov 29 09:31 PM Barrysmith Mark Principal Accounting Officer Nov 27 '23 Sale 28.20 2,846 80,243 140,973 Nov 29 09:30 PM Visoso Luis Felipe EVP and CFO Nov 15 '23 Sale 30.00 3,334 100,020 706,741 Nov 16 01:49 PM Carpenter Carol W. SVP & Chief Marketing Officer Nov 01 '23 Sale 25.29 2,000 50,580 370,833 Nov 03 01:07 PM Helgason David Director Oct 30 '23 Sale 25.17 643,365 16,193,439 8,451,851 Nov 01 04:18 PM Visoso Luis Felipe EVP and CFO Oct 02 '23 Sale 31.50 3,186 100,359 710,075 Oct 02 08:31 PM Carpenter Carol W. SVP & Chief Marketing Officer Oct 02 '23 Sale 31.50 2,000 63,000 372,833 Oct 02 08:27 PM Silver Lake Group, L.L.C. Director Sep 15 '23 Sale 36.76 188,007 6,911,966 61,008 Sep 15 08:16 PM Sisco Robynne Director Sep 06 '23 Option Exercise 10.99 25,768 283,256 40,468 Sep 08 04:35 PM RICCITIELLO JOHN S. President and CEO Sep 06 '23 Option Exercise 1.43 2,000 2,850 2,000 Sep 08 04:33 PM Sisco Robynne Director Sep 06 '23 Sale 40.00 25,768 1,030,720 14,700 Sep 08 04:35 PM Helgason David Director Sep 06 '23 Sale 40.00 12,500 500,004 9,095,216 Sep 08 04:30 PM RICCITIELLO JOHN S. President and CEO Sep 06 '23 Sale 40.00 2,000 80,000 0 Sep 08 04:33 PM Bar-Zeev Tomer President, Grow Solutions Sep 01 '23 Sale 37.46 37,500 1,404,652 1,263,959 Sep 06 03:14 PM Visoso Luis Felipe EVP and CFO Sep 01 '23 Sale 37.50 2,698 101,175 713,261 Sep 06 03:13 PM Carpenter Carol W. SVP & Chief Marketing Officer Sep 01 '23 Sale 37.50 2,000 75,000 374,833 Sep 06 03:15 PM Dovrat Shlomo Director Aug 30 '23 Sale 37.64 68,454 2,576,609 0 Aug 31 07:03 PM Barrysmith Mark Principal Accounting Officer Aug 30 '23 Sale 36.81 2,020 74,356 93,706 Aug 30 05:48 PM Visoso Luis Felipe EVP and CFO Aug 28 '23 Sale 34.45 9,370 322,796 715,958 Aug 30 05:48 PM Carpenter Carol W. SVP & Chief Marketing Officer Aug 28 '23 Sale 34.44 9,095 313,232 376,833 Aug 30 05:47 PM Whitten Marc President, Create Solutions Aug 28 '23 Sale 34.44 6,200 213,528 667,433 Aug 30 05:50 PM Lee Michelle K. Director Aug 28 '23 Sale 35.45 3,538 125,422 3,849 Aug 30 05:49 PM Barrysmith Mark Principal Accounting Officer Aug 28 '23 Sale 34.44 2,017 69,465 95,726 Aug 30 05:48 PM Dovrat Shlomo Director Aug 14 '23 Sale 36.28 75,000 2,721,000 0 Aug 16 06:24 PM Dovrat Shlomo Director Aug 10 '23 Sale 38.50 400 15,400 5,266 Aug 14 02:55 PM Dovrat Shlomo Director Aug 09 '23 Sale 38.56 500 19,280 5,666 Aug 09 09:01 PM Dovrat Shlomo Director Aug 08 '23 Sale 38.12 197,659 7,534,761 6,166 Aug 09 09:01 PM Dovrat Shlomo Director Aug 07 '23 Sale 39.95 16,612 663,649 2,398,685 Aug 09 09:01 PM Bar-Zeev Tomer President, Grow Aug 01 '23 Sale 45.08 75,000 3,381,291 1,301,459 Aug 02 09:39 PM Helgason David Director Aug 01 '23 Sale 45.06 12,500 563,239 9,107,716 Aug 03 06:24 PM Carpenter Carol W. SVP & Chief Marketing Officer Aug 01 '23 Sale 45.05 2,000 90,100 385,928 Aug 02 09:38 PM Helgason David Director Jul 19 '23 Sale 50.00 10,564 528,213 9,120,216 Jul 21 04:30 PM Bar-Zeev Tomer President, Grow Jul 14 '23 Sale 45.82 75,000 3,436,347 1,376,459 Jul 17 07:12 PM Helgason David Director Jul 03 '23 Sale 43.45 12,500 543,144 9,130,780 Jul 06 05:05 PM Carpenter Carol W. SVP & Chief Marketing Officer Jul 03 '23 Sale 43.50 2,000 87,000 387,928 Jul 06 01:48 PM Bar-Zeev Tomer President, Grow Jun 27 '23 Sale 41.41 187,500 7,763,856 1,451,459 Jun 29 01:55 PM Barrysmith Mark Principal Accounting Officer Jun 12 '23 Sale 36.27 8,620 312,647 97,743 Jun 13 04:58 PM Bar-Zeev Tomer President, Grow Jun 05 '23 Sale 34.48 37,500 1,292,887 1,638,959 Jun 07 03:59 PM Dovrat Shlomo Director Jun 01 '23 Sale 29.91 116,775 3,492,740 0 Jun 05 06:02 AM Carpenter Carol W. SVP & Chief Marketing Officer Jun 01 '23 Sale 29.09 2,000 58,180 389,928 Jun 02 03:31 PM RICCITIELLO JOHN S. President and CEO May 26 '23 Sale 27.72 36,939 1,023,949 3,211,394 May 31 06:09 PM Carpenter Carol W. SVP & Chief Marketing Officer May 26 '23 Sale 27.72 8,810 244,213 391,928 May 31 06:07 PM Visoso Luis Felipe EVP and CFO May 26 '23 Sale 27.73 6,887 190,977 725,328 May 31 06:15 PM Barrysmith Mark Principal Accounting Officer May 26 '23 Sale 27.73 6,718 186,290 106,363 May 31 06:03 PM Whitten Marc President, Create Solutions May 26 '23 Sale 27.73 4,049 112,279 673,633 May 31 06:17 PM Dovrat Shlomo Director May 23 '23 Sale 28.37 159,673 4,529,923 470,340 May 24 04:27 PM Dovrat Shlomo Director May 22 '23 Sale 30.10 12,591 378,989 5,495,614 May 24 04:27 PM Bar-Zeev Tomer President, Grow May 11 '23 Sale 32.33 37,500 1,212,375 1,726,459 May 15 03:39 PM
Index S&P 500 P/E 91.15 EPS (ttm) 1.98 Insider Own 1.23% Shs Outstand 118.85M Perf Week 1.02%
Market Cap 21.57B Forward P/E 29.80 EPS next Y 6.05 Insider Trans -6.56% Shs Float 118.09M Perf Month -5.17%
Income 236.89M PEG 5.71 EPS next Q 1.23 Inst Own 95.04% Short Float 1.88% Perf Quarter 0.91%
Sales 2.18B P/S 9.89 EPS this Y 13.67% Inst Trans -0.96% Short Ratio 2.67 Perf Half Y 30.99%
Book/sh 23.50 P/B 7.68 EPS next Y 22.73% ROA 4.28% Short Interest 2.22M Perf Year 42.54%
Cash/sh 2.22 P/C 81.40 EPS next 5Y 15.95% ROE 9.10% 52W Range 120.62 - 194.24 Perf YTD 3.13%
Dividend Est. - P/FCF 36.81 EPS past 5Y 36.14% ROI 4.54% 52W High -7.10% Beta 1.19
Dividend TTM - Quick Ratio 1.19 Sales past 5Y 11.32% Gross Margin 77.19% 52W Low 49.59% ATR (14) 3.48
Dividend Ex-Date - Current Ratio 1.19 EPS Y/Y TTM -31.52% Oper. Margin 22.31% RSI (14) 46.36 Volatility 1.75% 1.82%
Employees 7231 Debt/Eq 0.87 Sales Y/Y TTM 12.35% Profit Margin 10.86% Recom 1.62 Target Price 204.32
Option/Short Yes / Yes LT Debt/Eq 0.86 EPS Q/Q -12.60% Payout 0.00% Rel Volume 0.78 Prev Close 178.55
Sales Surprise 2.25% EPS Surprise 15.04% Sales Q/Q 18.09% Earnings May 01 AMC Avg Volume 833.04K Price 180.44
SMA20 -1.61% SMA50 -1.60% SMA200 12.23% Trades
Volume 647,306 Change 1.06%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-04-24 Upgrade JP Morgan
Neutral → Overweight
$130 → $200
Oct-30-23 Upgrade Oppenheimer
Perform → Outperform
$165
Jun-14-23 Initiated Piper Sandler
Neutral
$150
May-24-23 Initiated BMO Capital Markets
Outperform
$166
Jan-23-23 Upgrade KeyBanc Capital Markets
Sector Weight → Overweight
$155
Jan-11-23 Initiated Berenberg
Buy
$155
Sep-16-22 Resumed JP Morgan
Neutral
Aug-17-22 Initiated Wolfe Research
Outperform
$155
Jul-27-22 Initiated Oppenheimer
Perform
Dec-14-21 Downgrade JP Morgan
Overweight → Neutral
$175 → $138
Jun-08-21 Initiated Rosenblatt
Buy
$157
May-25-21 Initiated Stifel
Buy
$160
Jan-28-21 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$130 → $145
Dec-09-20 Upgrade JP Morgan
Underweight → Overweight
$88 → $130
Sep-16-20 Initiated Loop Capital
Buy
$110
Aug-25-20 Initiated Wolfe Research
Outperform
$103
Jul-30-20 Upgrade Griffin Securities
Neutral → Buy
$120
Jul-16-20 Upgrade Stifel
Hold → Buy
$85 → $100
Jun-05-20 Initiated Needham
Buy
$100
May-27-20 Resumed BofA/Merrill
Buy
$100
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PTC, Inc. is a global software company, which engages in the provision of a portfolio of innovative digital solutions that work together to transform how physical products are engineered, manufactured, and serviced. Its products include Windchill, Creo, ThingWorx, Vuforia, Codebeamer, Arbortext, Arena, and Onshape. The company was founded in 1985 and is headquartered in Boston, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Hanspal Amarpreet Director Apr 01 '24 Option Exercise 0.00 1,756 0 7,433 Apr 02 04:08 PM Kniker Catherine Chief Strategy Officer Mar 15 '24 Option Exercise 0.00 710 0 14,574 Mar 19 04:02 PM LACY PAUL A Director Mar 01 '24 Sale 187.21 7,500 1,404,084 11,037 Mar 04 04:03 PM Ditullio Michael President and COO Feb 15 '24 Option Exercise 0.00 1,281 0 59,130 Feb 16 04:03 PM Katz Michal Director Feb 15 '24 Option Exercise 0.00 1,561 0 4,992 Feb 16 04:02 PM SCHECHTER ROBERT Director Feb 14 '24 Option Exercise 0.00 2,282 0 64,616 Feb 15 04:13 PM Moorjani Janesh Director Feb 14 '24 Option Exercise 0.00 1,279 0 1,279 Feb 15 04:10 PM Lathan Corinna Director Feb 14 '24 Option Exercise 0.00 1,901 0 9,604 Feb 15 04:08 PM Benjamin Mark D Director Feb 14 '24 Option Exercise 0.00 1,901 0 8,300 Feb 15 04:04 PM CHAFFIN JANICE Director Feb 14 '24 Option Exercise 0.00 1,901 0 56,137 Feb 15 04:05 PM Hanspal Amarpreet Director Feb 14 '24 Option Exercise 0.00 1,901 0 5,677 Feb 15 04:06 PM LACY PAUL A Director Feb 14 '24 Option Exercise 0.00 1,901 0 18,537 Feb 15 04:07 PM Katz Michal Director Feb 14 '24 Option Exercise 0.00 1,901 0 3,431 Feb 16 04:02 PM Kniker Catherine Chief Strategy Officer Feb 12 '24 Sale 179.59 1,330 238,849 13,864 Feb 13 05:57 PM HEPPELMANN JAMES E CEO Feb 05 '24 Sale 177.24 35,000 6,203,355 968,357 Feb 06 04:03 PM VON STAATS AARON C EVP, GC and Secretary Feb 01 '24 Sale 179.25 2,432 435,931 17,334 Feb 02 04:03 PM Kniker Catherine Chief Strategy Officer Feb 01 '24 Sale 179.10 85 15,223 15,194 Feb 02 04:05 PM Barua Neil CEO-Elect Jan 12 '24 Option Exercise 0.00 7,629 0 22,080 Jan 16 04:02 PM SCHECHTER ROBERT Director Dec 05 '23 Sale 160.23 5,000 801,150 62,334 Dec 06 04:02 PM Talvitie Kristian EVP, Chief Financial Officer Dec 04 '23 Sale 158.32 1,588 251,412 47,128 Dec 04 04:02 PM Talvitie Kristian EVP, Chief Financial Officer Dec 01 '23 Sale 156.87 20,652 3,239,622 48,716 Dec 04 04:02 PM Ditullio Michael President and COO Dec 01 '23 Sale 159.43 6,978 1,112,503 57,764 Dec 04 04:04 PM VON STAATS AARON C EVP, GC and Secretary Dec 01 '23 Sale 158.25 6,740 1,066,617 19,681 Dec 04 04:03 PM Kniker Catherine Chief Strategy Officer Nov 28 '23 Sale 154.85 1,419 219,730 15,194 Nov 29 04:04 PM Kniker Catherine Chief Strategy Officer Nov 24 '23 Sale 154.82 1,477 228,668 15,194 Nov 28 04:02 PM Ditullio Michael President and COO Nov 16 '23 Sale 154.01 10,613 1,634,480 62,325 Nov 17 04:17 PM VON STAATS AARON C EVP, GC and Secretary Nov 15 '23 Option Exercise 0.00 19,033 0 33,039 Nov 17 04:07 PM Kniker Catherine Chief Strategy Officer Nov 15 '23 Option Exercise 0.00 9,905 0 20,982 Nov 17 04:03 PM HEPPELMANN JAMES E CEO Nov 15 '23 Option Exercise 0.00 232,913 0 1,102,974 Nov 17 04:08 PM Talvitie Kristian EVP, Chief Financial Officer Nov 15 '23 Option Exercise 0.00 31,414 0 81,122 Nov 17 04:06 PM Ditullio Michael President and COO Nov 15 '23 Option Exercise 0.00 29,053 0 86,817 Nov 17 04:04 PM LACY PAUL A Director Nov 14 '23 Sale 155.00 2,500 387,503 16,636 Nov 16 04:04 PM Ditullio Michael President and COO Sep 15 '23 Sale 140.71 3,000 422,130 57,764 Sep 18 05:13 PM Lathan Corinna Director Sep 15 '23 Sale 140.71 800 112,568 7,703 Sep 18 05:14 PM Moret Blake D. Director Jul 31 '23 Sale 145.58 80,000 11,646,577 5,910,905 Aug 01 04:05 PM Moret Blake D. Director Jul 28 '23 Sale 145.00 80,000 11,600,126 5,990,905 Aug 01 04:05 PM LACY PAUL A Director Jul 27 '23 Sale 150.48 2,500 376,209 19,136 Jul 28 04:05 PM LACY PAUL A Director Jul 13 '23 Sale 145.02 2,500 362,540 21,636 Jul 13 05:53 PM Ditullio Michael President and COO Jun 16 '23 Sale 143.47 3,000 430,416 60,674 Jun 16 04:05 PM Kniker Catherine Chief Strategy Officer Jun 15 '23 Option Exercise 0.00 1,237 0 11,351 Jun 16 04:03 PM Lathan Corinna Director Jun 15 '23 Sale 141.10 800 112,880 8,503 Jun 15 04:02 PM LACY PAUL A Director Jun 06 '23 Sale 140.00 2,500 350,010 24,136 Jun 06 04:18 PM Kniker Catherine Chief Strategy Officer Jun 06 '23 Sale 140.00 2,000 280,000 10,114 Jun 06 04:20 PM Talvitie Kristian EVP, Chief Financial Officer May 31 '23 Sale 132.65 3,022 400,862 49,618 May 31 05:41 PM Moret Blake D. Director May 25 '23 Sale 130.80 18,000 2,354,485 6,070,905 May 25 04:31 PM Moret Blake D. Director May 24 '23 Sale 130.21 40,000 5,208,295 6,088,905 May 25 04:02 PM Moret Blake D. Director May 23 '23 Sale 131.67 40,000 5,266,887 6,128,905 May 25 04:02 PM Moret Blake D. Director May 22 '23 Sale 134.59 40,000 5,383,688 6,168,905 May 24 06:12 AM Ditullio Michael President and COO May 22 '23 Sale 135.00 2,000 270,000 63,674 May 22 04:04 PM Moret Blake D. Director May 19 '23 Sale 134.07 80,000 10,725,549 6,208,905 May 22 04:02 PM Moret Blake D. Director May 18 '23 Sale 133.13 80,000 10,650,131 6,288,905 May 19 04:03 PM Moret Blake D. Director May 17 '23 Sale 131.13 80,000 10,490,623 6,368,905 May 17 05:00 PM Moret Blake D. Director May 16 '23 Sale 129.89 25,225 3,276,427 6,448,905 May 17 05:00 PM Kniker Catherine Chief Strategy Officer May 15 '23 Option Exercise 0.00 715 0 12,324 May 16 04:04 PM Ditullio Michael President and COO May 15 '23 Option Exercise 0.00 6,263 0 67,513 May 16 04:03 PM Moret Blake D. Director May 15 '23 Sale 130.66 40,000 5,226,573 6,474,130 May 16 04:04 PM Moret Blake D. Director May 12 '23 Sale 130.01 40,000 5,200,349 6,514,130 May 15 04:02 PM Moret Blake D. Director May 11 '23 Sale 129.28 20,204 2,612,014 6,554,130 May 12 04:02 PM Moret Blake D. Director May 10 '23 Sale 130.42 40,000 5,216,749 6,574,334 May 11 04:03 PM Moret Blake D. Director May 09 '23 Sale 129.25 20,200 2,610,825 6,614,334 May 10 04:07 PM Moret Blake D. Director May 08 '23 Sale 129.20 20,000 2,583,907 6,634,534 May 09 04:04 PM Moret Blake D. Director May 05 '23 Sale 128.23 20,000 2,564,646 6,654,534 May 08 04:02 PM Moret Blake D. Director May 04 '23 Sale 125.43 20,000 2,508,681 6,674,534 May 05 04:03 PM Moret Blake D. Director May 03 '23 Sale 125.25 20,000 2,505,018 6,694,534 May 04 04:02 PM Moret Blake D. Director May 02 '23 Sale 125.18 20,000 2,503,684 6,714,534 May 03 04:02 PM Moret Blake D. Director May 01 '23 Sale 125.91 20,000 2,518,246 6,734,534 May 02 04:12 PM VON STAATS AARON C EVP, GC and Secretary May 01 '23 Sale 126.14 4,865 613,655 13,916 May 02 04:16 PM Moret Blake D. Director Apr 28 '23 Sale 125.59 20,000 2,511,731 6,754,534 May 01 04:44 PM Ditullio Michael President and COO Apr 28 '23 Sale 122.79 2,000 245,580 61,250 May 01 04:02 PM Moret Blake D. Director Apr 27 '23 Sale 123.07 20,000 2,461,390 6,774,534 Apr 28 04:04 PM Moret Blake D. Director Apr 26 '23 Sale 125.17 20,000 2,503,329 6,794,534 Apr 27 04:04 PM Moret Blake D. Director Apr 25 '23 Sale 124.17 20,000 2,483,475 6,814,534 Apr 26 04:03 PM
Index NDX, S&P 500 P/E 32.10 EPS (ttm) 3.96 Insider Own 9.56% Shs Outstand 272.91M Perf Week 0.47%
Market Cap 33.99B Forward P/E 16.75 EPS next Y 7.59 Insider Trans -0.27% Shs Float 241.78M Perf Month -3.46%
Income 1.08B PEG 2.74 EPS next Q 1.52 Inst Own 85.09% Short Float 3.23% Perf Quarter -8.64%
Sales 7.57B P/S 4.49 EPS this Y 9.55% Inst Trans -0.26% Short Ratio 3.59 Perf Half Y -0.24%
Book/sh 28.09 P/B 4.53 EPS next Y 7.12% ROA 7.97% Short Interest 7.80M Perf Year -1.53%
Cash/sh 11.61 P/C 10.95 EPS next 5Y 11.70% ROE 14.31% 52W Range 117.47 - 144.53 Perf YTD -7.07%
Dividend Est. 0.78 (0.61%) P/FCF 15.76 EPS past 5Y -2.89% ROI 11.46% 52W High -12.03% Beta 0.78
Dividend TTM 0.76 (0.60%) Quick Ratio 1.33 Sales past 5Y 10.38% Gross Margin 74.92% 52W Low 8.23% ATR (14) 1.91
Dividend Ex-Date Feb 27, 2024 Current Ratio 1.33 EPS Y/Y TTM 6.82% Oper. Margin 20.36% RSI (14) 35.65 Volatility 1.20% 1.38%
Employees 13400 Debt/Eq 0.26 Sales Y/Y TTM 4.79% Profit Margin 14.26% Recom 2.06 Target Price 151.29
Option/Short Yes / Yes LT Debt/Eq 0.25 EPS Q/Q 45.83% Payout 26.34% Rel Volume 0.65 Prev Close 127.12
Sales Surprise -1.31% EPS Surprise 0.98% Sales Q/Q 6.50% Earnings May 07 AMC Avg Volume 2.17M Price 127.14
SMA20 -1.85% SMA50 -5.55% SMA200 -3.32% Trades
Volume 1,401,780 Change 0.02%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-18-24 Reiterated Stifel
Buy
$152 → $155
Jan-09-24 Initiated BMO Capital Markets
Outperform
$160
Dec-12-23 Initiated Wolfe Research
Peer Perform
Oct-10-23 Upgrade BofA Securities
Neutral → Buy
$145 → $150
Aug-02-23 Downgrade UBS
Buy → Neutral
$140 → $142
Jul-25-23 Initiated HSBC Securities
Hold
$128
Jul-24-23 Reiterated Credit Suisse
Outperform
$142 → $161
May-12-23 Upgrade DZ Bank
Hold → Buy
$142
May-08-23 Reiterated ROTH MKM
Neutral
$112 → $130
Apr-27-23 Downgrade BMO Capital Markets
Outperform → Market Perform
$150 → $125
Apr-21-23 Reiterated Wells Fargo
Equal Weight
$120 → $135
Feb-16-23 Downgrade Deutsche Bank
Buy → Hold
$125
Feb-01-23 Downgrade BofA Securities
Buy → Neutral
$155 → $130
Jan-27-23 Resumed Wedbush
Outperform
Sep-15-22 Downgrade Atlantic Equities
Overweight → Neutral
$140 → $130
Sep-07-22 Downgrade MKM Partners
Buy → Neutral
$131
Jun-10-22 Downgrade MoffettNathanson
Buy → Neutral
$141 → $147
May-11-22 Upgrade MoffettNathanson
Neutral → Buy
$151 → $141
Apr-22-22 Initiated Bernstein
Outperform
$157
Apr-19-22 Downgrade Goldman
Buy → Neutral
$183 → $145
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Electronic Arts, Inc. engages in the development, marketing, publication, and distribution of games, content, and services for game consoles, PCs, mobile phones, and tablets. The company develops and publishes games and services across various genres, such as sports, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Anthem, Need for Speed, and Plants v. Zombies brands, and license games, including FIFA, Madden NFL, and Star Wars brands. The firm also provides advertising services and licenses its games to third parties to distribute and host its games. It markets and sells its games and services through digital distribution channels, as well as through retail channels, such as mass-market retailers, electronics specialty stores, and game software specialty stores. The company was founded by William M. Hawkins III and William Gordon in 1982 and is headquartered in Redwood City, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Schatz Jacob J. Chief Legal Officer Apr 15 '24 Sale 128.21 1,000 128,210 18,426 Apr 16 05:20 PM Miele Laura Chief Operating Officer Apr 01 '24 Sale 132.82 2,000 265,640 34,772 Apr 02 06:08 PM Singh Vijayanthimala Chief People Officer Apr 01 '24 Sale 132.82 800 106,256 27,083 Apr 02 06:10 PM Wilson Andrew CEO and Board Chair Mar 25 '24 Sale 130.66 2,500 326,642 25,930 Mar 25 06:12 PM Schatz Jacob J. Chief Legal Officer Mar 15 '24 Sale 134.45 1,000 134,450 19,426 Mar 18 07:52 PM Miele Laura Chief Operating Officer Mar 01 '24 Sale 139.08 2,000 278,160 36,772 Mar 01 07:41 PM Singh Vijayanthimala Chief People Officer Mar 01 '24 Sale 139.08 800 111,264 27,883 Mar 01 07:44 PM Wilson Andrew CEO and Board Chair Feb 26 '24 Sale 142.39 2,500 355,966 28,430 Feb 27 05:08 PM Huber Jeff Director Feb 22 '24 Option Exercise 33.60 11,872 398,899 91,253 Feb 26 06:12 PM Huber Jeff Director Feb 22 '24 Sale 141.90 11,872 1,684,624 79,381 Feb 26 06:12 PM Canfield Stuart Chief Financial Officer Feb 20 '24 Sale 140.26 1,500 210,386 4,894 Feb 20 05:40 PM Schatz Jacob J. Chief Legal Officer Feb 15 '24 Sale 143.24 1,000 143,240 20,258 Feb 15 07:41 PM Ubinas Luis A Director Feb 07 '24 Option Exercise 33.60 4,872 163,699 4,872 Feb 09 05:13 PM Ubinas Luis A Director Feb 07 '24 Sale 136.84 4,872 666,707 0 Feb 09 05:13 PM Hoskins Roche L Talbott Director Feb 01 '24 Option Exercise 137.92 169 23,308 22,123 Feb 02 05:30 PM Gonzalez Rachel A Director Feb 01 '24 Option Exercise 137.92 164 22,619 5,161 Feb 02 05:20 PM Huber Jeff Director Feb 01 '24 Option Exercise 137.92 150 20,688 13,916 Feb 02 05:23 PM Simonson Richard A Director Feb 01 '24 Option Exercise 137.92 149 20,550 61,194 Feb 02 05:32 PM Ueberroth Heidi Director Feb 01 '24 Option Exercise 137.92 145 19,998 8,255 Feb 02 05:35 PM Miele Laura Chief Operating Officer Feb 01 '24 Sale 137.43 2,000 274,860 38,548 Feb 02 05:12 PM Singh Vijayanthimala Chief People Officer Feb 01 '24 Sale 137.43 800 109,944 28,683 Feb 02 05:14 PM Wilson Andrew CEO and Board Chair Jan 25 '24 Sale 138.88 2,500 347,195 30,930 Jan 26 05:30 PM Schatz Jacob J. Chief Legal Officer Jan 16 '24 Sale 137.95 1,000 137,950 21,258 Jan 17 06:32 PM Miele Laura Chief Operating Officer Jan 02 '24 Sale 135.50 2,000 271,000 40,548 Jan 03 05:15 PM Singh Vijayanthimala Chief People Officer Jan 02 '24 Sale 135.50 800 108,400 29,483 Jan 03 05:17 PM Wilson Andrew CEO and Board Chair Dec 26 '23 Sale 137.44 2,500 343,607 33,430 Dec 27 05:10 PM Schatz Jacob J. Chief Legal Officer Dec 15 '23 Sale 140.53 1,000 140,530 22,258 Dec 18 06:09 PM Miele Laura Chief Operating Officer Dec 01 '23 Sale 138.01 2,000 276,020 42,548 Dec 04 05:40 PM Singh Vijayanthimala Chief People Officer Dec 01 '23 Sale 138.01 800 110,408 30,283 Dec 04 05:43 PM Canfield Stuart Chief Financial Officer Nov 29 '23 Sale 136.88 3,259 446,092 4,576 Dec 01 05:55 PM Wilson Andrew CEO and Board Chair Nov 27 '23 Sale 137.19 2,500 342,976 35,930 Nov 28 06:48 PM Schatz Jacob J. Chief Legal Officer Nov 15 '23 Sale 134.45 1,000 134,450 20,922 Nov 15 06:40 PM Simonson Richard A Director Nov 03 '23 Sale 128.22 10,000 1,282,235 61,045 Nov 06 05:28 PM Hoskins Roche L Talbott Director Nov 01 '23 Option Exercise 123.78 189 23,394 21,954 Nov 03 05:38 PM Gonzalez Rachel A Director Nov 01 '23 Option Exercise 123.78 184 22,776 4,997 Nov 03 05:31 PM Simonson Richard A Director Nov 01 '23 Option Exercise 123.78 167 20,671 71,045 Nov 03 05:40 PM Huber Jeff Director Nov 01 '23 Option Exercise 123.78 166 20,547 13,766 Nov 03 05:35 PM Ueberroth Heidi Director Nov 01 '23 Option Exercise 123.78 161 19,929 8,110 Nov 03 05:42 PM Miele Laura Chief Operating Officer Nov 01 '23 Sale 123.64 2,000 247,273 30,586 Nov 03 05:26 PM Singh Vijayanthimala Chief People Officer Nov 01 '23 Sale 123.83 800 99,064 28,747 Nov 03 05:29 PM Wilson Andrew CEO and Board Chair Oct 25 '23 Sale 126.46 2,500 316,153 31,703 Oct 26 06:21 PM Schatz Jacob J. Chief Legal Officer Oct 16 '23 Sale 132.35 1,000 132,350 21,922 Oct 17 05:53 PM Miele Laura Chief Operating Officer Oct 02 '23 Sale 119.97 2,000 239,941 32,586 Oct 03 06:44 PM Singh Vijayanthimala Chief People Officer Oct 02 '23 Sale 119.95 800 95,960 29,547 Oct 03 06:46 PM Wilson Andrew CEO and Board Chair Sep 28 '23 Sale 120.00 5,000 600,000 34,203 Sep 29 05:15 PM Schatz Jacob J. Chief Legal Officer Sep 15 '23 Sale 122.34 1,000 122,340 22,922 Sep 18 05:30 PM Miele Laura Chief Operating Officer Sep 01 '23 Sale 120.59 2,000 241,171 34,586 Sep 05 05:05 PM Singh Vijayanthimala Chief People Officer Sep 01 '23 Sale 121.07 800 96,856 30,347 Sep 05 05:07 PM Wilson Andrew CEO and Board Chair Aug 28 '23 Sale 120.00 5,000 600,000 39,203 Aug 29 05:02 PM Ubinas Luis A Director Aug 15 '23 Sale 122.06 2,004 244,604 0 Aug 16 06:13 PM Miele Laura Chief Operating Officer Aug 14 '23 Sale 122.11 2,000 244,220 36,586 Aug 14 05:59 PM Schatz Jacob J. Chief Legal Officer Aug 11 '23 Sale 121.55 1,000 121,550 23,891 Aug 14 05:54 PM Singh Vijayanthimala Chief People Officer Aug 11 '23 Sale 121.55 800 97,240 31,147 Aug 14 05:57 PM Hoskins Roche L Talbott Director Aug 01 '23 Option Exercise 136.12 172 23,413 19,761 Aug 03 05:33 PM Gonzalez Rachel A Director Aug 01 '23 Option Exercise 136.12 166 22,596 2,809 Aug 03 05:24 PM Huber Jeff Director Aug 01 '23 Option Exercise 136.12 152 20,690 11,596 Aug 03 05:26 PM Simonson Richard A Director Aug 01 '23 Option Exercise 136.12 151 20,554 68,874 Aug 03 05:35 PM Ueberroth Heidi Director Aug 01 '23 Option Exercise 136.12 146 19,874 5,945 Aug 03 05:41 PM Wilson Andrew CEO and Board Chair Jul 31 '23 Sale 136.60 5,000 682,984 77,809 Aug 02 05:08 PM Wilson Andrew CEO and Board Chair Jun 26 '23 Sale 124.91 5,000 624,563 82,809 Jun 27 07:29 PM Miele Laura Chief Operating Officer Jun 01 '23 Sale 128.00 1,500 192,000 38,586 Jun 01 08:07 PM Wilson Andrew CEO and Board Chair May 30 '23 Sale 126.79 5,000 633,945 87,809 May 31 05:30 PM Kelly Eric Charles Chief Accounting Officer May 24 '23 Sale 125.19 2,000 250,372 6,112 May 26 06:37 PM Wilson Andrew CEO and Board Chair May 22 '23 Sale 125.61 2,899 364,139 92,809 May 23 07:03 PM Simonson Richard A Director May 11 '23 Sale 125.66 10,000 1,256,629 58,723 May 12 04:56 PM Schatz Jacob J. Chief Legal Officer May 11 '23 Sale 126.70 1,000 126,695 15,899 May 15 05:49 PM Hoskins Roche L Talbott Director May 01 '23 Option Exercise 127.42 183 23,318 19,589 May 03 09:19 PM Gonzalez Rachel A Director May 01 '23 Option Exercise 127.42 178 22,681 2,643 May 03 09:16 PM Huber Jeff Director May 01 '23 Option Exercise 127.42 162 20,642 11,444 May 03 09:18 PM Simonson Richard A Director May 01 '23 Option Exercise 127.42 162 20,642 68,723 May 03 09:22 PM Ueberroth Heidi Director May 01 '23 Option Exercise 127.42 157 20,005 5,799 May 03 09:24 PM Miele Laura Chief Operating Officer May 01 '23 Sale 127.28 1,500 190,920 25,270 May 03 09:26 PM Singh Vijayanthimala Chief People Officer May 01 '23 Sale 127.28 800 101,824 22,955 May 03 09:27 PM
Index RUT P/E 14.18 EPS (ttm) 4.91 Insider Own 3.69% Shs Outstand 45.94M Perf Week 1.90%
Market Cap 3.20B Forward P/E 17.74 EPS next Y 3.93 Insider Trans -2.16% Shs Float 44.25M Perf Month 2.08%
Income 227.18M PEG 0.95 EPS next Q 0.31 Inst Own 96.37% Short Float 3.31% Perf Quarter -2.41%
Sales 1.66B P/S 1.93 EPS this Y -51.22% Inst Trans 1.07% Short Ratio 4.45 Perf Half Y -6.91%
Book/sh 37.89 P/B 1.84 EPS next Y 67.37% ROA 9.76% Short Interest 1.47M Perf Year -16.32%
Cash/sh 7.15 P/C 9.74 EPS next 5Y 15.00% ROE 13.96% 52W Range 60.00 - 97.37 Perf YTD -13.46%
Dividend Est. - P/FCF 24.60 EPS past 5Y 19.16% ROI 12.73% 52W High -28.44% Beta 1.46
Dividend TTM - Quick Ratio 2.03 Sales past 5Y 8.41% Gross Margin 38.69% 52W Low 16.13% ATR (14) 2.29
Dividend Ex-Date - Current Ratio 3.02 EPS Y/Y TTM -32.05% Oper. Margin 15.14% RSI (14) 53.33 Volatility 3.56% 3.03%
Employees 8635 Debt/Eq 0.06 Sales Y/Y TTM -16.94% Profit Margin 13.67% Recom 2.75 Target Price 71.55
Option/Short Yes / Yes LT Debt/Eq 0.03 EPS Q/Q -72.60% Payout 0.00% Rel Volume 0.91 Prev Close 67.91
Sales Surprise -0.64% EPS Surprise 3.51% Sales Q/Q -34.97% Earnings May 09 AMC Avg Volume 329.84K Price 69.68
SMA20 1.18% SMA50 1.74% SMA200 -6.84% Trades
Volume 300,554 Change 2.61%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-07-24 Reiterated TD Cowen
Outperform
$72 → $85
Jan-05-24 Downgrade Truist
Buy → Hold
$72 → $78
Oct-31-23 Downgrade Robert W. Baird
Outperform → Neutral
$120 → $70
Aug-06-21 Resumed The Benchmark Company
Buy
$100
Aug-06-21 Reiterated Cowen
Outperform
$100 → $110
May-07-21 Reiterated Cowen
Outperform
$95 → $100
Feb-17-21 Reiterated Cowen
Outperform
$90 → $95
Dec-21-20 Reiterated Cowen
Outperform
$73 → $78
Nov-24-20 Initiated Truist
Buy
$84
Nov-06-20 Downgrade Wells Fargo
Overweight → Equal Weight
$58
Aug-07-20 Reiterated Cowen
Outperform
$57 → $61
May-26-20 Initiated Loop Capital
Buy
$56
May-21-20 Initiated Cowen
Outperform
$57
Apr-17-20 Upgrade Robert W. Baird
Neutral → Outperform
$50
Aug-19-19 Initiated Wells Fargo
Outperform
$55
Apr-17-19 Downgrade Longbow
Buy → Neutral
Sep-19-18 Upgrade Sidoti
Neutral → Buy
Jun-07-18 Downgrade Sidoti
Buy → Neutral
$38
Apr-19-18 Upgrade Longbow
Neutral → Buy
Feb-08-18 Upgrade The Benchmark Company
Hold → Buy
$34
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(Investor's Business Daily)
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Diodes Inc. manufactures and supplies application-specific standard products within the broad discrete, logic, analog, and mixed-signal semiconductor markets. The firm offers diodes, rectifiers, transistors, MOSFETs, protection devices, functional specific arrays, single gate, dual gate and standard logic, amplifiers and comparators, Hall-effect, and temperature sensors. It operates through the following geographical segments: Asia, the Americas, and Europe. The company was founded on June 15, 1959 and is headquartered in Plano, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
LU KEH SHEW CEO Feb 29 '24 Sale 68.14 3,000 204,405 256,492 Mar 01 10:57 AM Whitmire Brett R CFO Feb 28 '24 Sale 67.30 3,400 228,823 48,265 Feb 29 03:10 PM LU KEH SHEW CEO Feb 27 '24 Sale 69.25 3,000 207,750 259,492 Feb 27 05:38 PM LU KEH SHEW CEO Feb 26 '24 Sale 68.78 12,000 825,419 262,492 Feb 27 05:38 PM LU KEH SHEW CEO Feb 22 '24 Sale 68.98 6,000 413,910 274,492 Feb 22 05:29 PM LU KEH SHEW CEO Feb 21 '24 Sale 68.25 1,500 102,375 280,492 Feb 22 05:29 PM LU KEH SHEW CEO Feb 20 '24 Sale 68.06 1,500 102,087 281,992 Feb 22 05:29 PM Yu Gary President Feb 02 '24 Sale 66.81 2,900 193,749 57,747 Feb 05 03:44 PM Holland Julie Former SVP, Corp. Operations Feb 02 '24 Sale 66.81 2,300 153,663 39,102 Feb 05 03:42 PM Yang Emily SVP Worldwide Sales/Marketing Feb 02 '24 Sale 66.81 950 63,470 63,032 Feb 05 03:43 PM Whitmire Brett R CFO Feb 02 '24 Sale 66.81 830 55,452 51,858 Feb 05 03:42 PM Yu Gary COO Aug 30 '23 Sale 80.96 2,700 218,588 39,296 Aug 31 01:50 PM Yu Gary COO Aug 23 '23 Sale 82.62 3,300 272,632 41,996 Aug 25 11:30 AM Tsong Andy President, Diodes Asia Aug 23 '23 Sale 82.50 1,988 164,010 30,575 Aug 23 06:41 PM Menard Peter M Director Jun 01 '23 Sale 96.37 630 60,713 18,680 Jun 05 06:32 PM Yang Emily SVP Worldwide Sales/Marketing May 30 '23 Sale 96.56 3,747 361,792 59,071 May 31 05:22 PM LU KEH SHEW President & CEO May 30 '23 Sale 97.00 3,000 291,000 283,492 May 31 05:21 PM White Richard Dallas Corporate Secretary May 30 '23 Sale 96.37 2,000 192,740 45,375 May 31 05:22 PM LU KEH SHEW President & CEO May 26 '23 Sale 96.40 3,000 289,200 286,492 May 26 07:13 PM Zhao Jin SVP, Worldwide Analog Products May 26 '23 Sale 94.88 1,125 106,740 23,178 May 26 05:03 PM Yu Gary COO May 26 '23 Sale 96.50 1,000 96,500 45,296 May 26 05:16 PM LU KEH SHEW President & CEO May 22 '23 Sale 95.74 3,683 352,626 6,000 May 24 12:34 PM Yu Gary COO May 22 '23 Sale 95.07 1,000 95,066 46,296 May 24 12:35 PM LU KEH SHEW President & CEO May 19 '23 Sale 94.68 24,000 2,272,380 8,683 May 19 06:40 PM LU KEH SHEW President & CEO May 18 '23 Sale 93.59 11,000 1,029,500 35,183 May 19 06:40 PM Whitmire Brett R CFO May 18 '23 Sale 93.23 1,819 169,582 47,972 May 19 06:20 PM Yang Emily SVP Worldwide Sales/Marketing May 18 '23 Sale 95.19 1,618 154,018 62,818 May 19 06:43 PM LU KEH SHEW President & CEO May 17 '23 Sale 93.04 5,000 465,189 46,183 May 19 06:40 PM Yang Emily SVP Worldwide Sales/Marketing May 17 '23 Sale 93.36 1,635 152,643 64,436 May 19 06:43 PM Yu Gary COO May 17 '23 Sale 92.00 1,000 92,000 47,296 May 17 06:56 PM Yu Gary COO May 16 '23 Sale 90.21 2,000 180,428 48,296 May 17 06:56 PM
Index S&P 500 P/E 27.49 EPS (ttm) 3.17 Insider Own 0.86% Shs Outstand 304.89M Perf Week 1.88%
Market Cap 26.63B Forward P/E 15.31 EPS next Y 5.69 Insider Trans -2.46% Shs Float 303.05M Perf Month -9.81%
Income 986.00M PEG 2.50 EPS next Q 0.69 Inst Own 100.71% Short Float 1.75% Perf Quarter 0.80%
Sales 31.95B P/S 0.83 EPS this Y 16.67% Inst Trans -1.99% Short Ratio 3.14 Perf Half Y 29.07%
Book/sh 27.11 P/B 3.21 EPS next Y 27.04% ROA 4.58% Short Interest 5.30M Perf Year 21.22%
Cash/sh 4.48 P/C 19.42 EPS next 5Y 11.00% ROE 12.23% 52W Range 64.63 - 98.65 Perf YTD -6.42%
Dividend Est. - P/FCF 116.29 EPS past 5Y 0.36% ROI 8.06% 52W High -11.70% Beta 1.44
Dividend TTM - Quick Ratio - Sales past 5Y 8.58% Gross Margin 17.69% 52W Low 34.78% ATR (14) 1.99
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM -25.95% Oper. Margin 3.41% RSI (14) 37.44 Volatility 1.68% 1.93%
Employees 130000 Debt/Eq 0.60 Sales Y/Y TTM 3.64% Profit Margin 3.09% Recom 2.27 Target Price 105.88
Option/Short Yes / Yes LT Debt/Eq 0.48 EPS Q/Q 508.66% Payout 0.00% Rel Volume 1.34 Prev Close 86.04
Sales Surprise 5.98% EPS Surprise 17.24% Sales Q/Q 9.22% Earnings May 03 BMO Avg Volume 1.69M Price 87.11
SMA20 -5.31% SMA50 -5.37% SMA200 3.65% Trades
Volume 2,304,409 Change 1.24%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-10-24 Initiated Jefferies
Hold
$107
Jan-03-24 Downgrade Evercore ISI
Outperform → In-line
$79 → $96
Jan-27-23 Initiated Citigroup
Buy
$100
Jan-27-23 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$88
Jul-22-22 Upgrade Raymond James
Outperform → Strong Buy
$122 → $110
Apr-05-22 Initiated Goldman
Buy
$111
Nov-23-21 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$115
Jun-15-21 Initiated Wolfe Research
Outperform
$112
Jan-25-21 Initiated Goldman
Buy
$74
Apr-09-20 Downgrade JP Morgan
Overweight → Neutral
$50
Jan-24-20 Downgrade Raymond James
Strong Buy → Outperform
$72
Nov-26-19 Resumed BofA/Merrill
Buy
$62
Jan-03-19 Downgrade BofA/Merrill
Buy → Neutral
May-10-18 Upgrade Raymond James
Outperform → Strong Buy
Apr-03-18 Initiated Goldman
Buy
$54
Feb-09-18 Upgrade Evercore ISI
In-line → Outperform
$50
Feb-06-18 Initiated Raymond James
Outperform
$55
Feb-02-18 Resumed William Blair
Outperform
Jan-24-18 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Jan-22-18 Initiated Evercore ISI
In-line
Show Previous Ratings
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Feb-24-24 03:10AM
Feb-23-24 08:30AM
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Feb-20-24 09:56PM
(The Wall Street Journal)
04:25PM
11:21AM
Feb-16-24 09:39AM
09:12AM
Feb-15-24 10:53PM
(Thomson Reuters StreetEvents) +8.53%
06:49PM
06:30PM
(Investor's Business Daily)
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CBRE Group, Inc. engages in the provision of commercial real estate and investment services. It operates through the following segments: Advisory Services, Global Workplace Solutions, Real Estate Investments, and Corporate. The Advisory Services segment provides a comprehensive range of services globally, including property leasing, capital markets (property sales and mortgage origination, sales and servicing), property management, project management services and valuation services. The Global Workplace Solutions segment includes a suite of integrated, contractually based outsourcing services globally for occupiers of real estate, including facilities management, project management and transaction services (leasing and sales). The Real Estate Investments segment consists of investment management services provided globally, development services in the United States and United Kingdom and a service designed to help property occupiers and owners meet the growing demand for flexible office space solutions on a global basis. The company was founded by Colbert Coldwell in 1906 and is headquartered in Dallas, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Giamartino Emma E. Chief Financial Officer Mar 12 '24 Sale 93.36 704 65,725 71,646 Mar 12 06:06 PM Giamartino Emma E. Chief Financial Officer Mar 11 '24 Sale 93.53 2,667 249,443 72,350 Mar 12 06:06 PM Durburg John E CEO, Advisory Services Feb 22 '24 Sale 92.20 25,000 2,305,058 207,856 Feb 23 05:35 PM Durburg John E CEO, Advisory Services Feb 16 '24 Sale 93.40 25,000 2,335,110 232,856 Feb 20 07:52 PM Dhandapani Chandra CEO, GWS Feb 16 '24 Sale 94.03 11,925 1,121,277 127,064 Feb 20 07:52 PM Giamartino Emma E. Chief Financial Officer Nov 14 '23 Sale 76.53 1,064 81,428 53,685 Nov 16 05:02 PM Boze Brandon B Director Aug 29 '23 Sale 84.41 1,200,000 101,292,000 4,637,748 Aug 31 05:45 PM Dhandapani Chandra CEO, GWS Aug 11 '23 Sale 84.10 6,551 550,950 126,644 Aug 14 07:38 PM Caplan Lindsey S Chief Accounting Officer Aug 03 '23 Sale 83.00 260 21,580 11,106 Aug 04 07:39 PM Caplan Lindsey S Chief Accounting Officer Aug 02 '23 Sale 83.08 1,305 108,419 17,215 Aug 04 07:39 PM Boze Brandon B Director Aug 01 '23 Sale 80.80 3,400,000 274,720,000 5,837,748 Aug 03 05:22 PM Dhandapani Chandra CEO, GWS May 30 '23 Sale 75.38 6,616 498,726 136,878 May 31 05:04 PM
Index - P/E 132.72 EPS (ttm) 0.12 Insider Own 24.77% Shs Outstand 178.08M Perf Week -3.00%
Market Cap 2.82B Forward P/E 8.22 EPS next Y 1.93 Insider Trans 0.00% Shs Float 133.97M Perf Month 16.11%
Income 24.31M PEG 4.11 EPS next Q -0.03 Inst Own 53.45% Short Float 21.16% Perf Quarter -1.86%
Sales 253.44M P/S 11.14 EPS this Y 191.71% Inst Trans -1.74% Short Ratio 7.39 Perf Half Y -7.95%
Book/sh 7.67 P/B 2.07 EPS next Y 69.65% ROA 1.04% Short Interest 28.34M Perf Year -30.26%
Cash/sh 5.61 P/C 2.83 EPS next 5Y 32.30% ROE 1.82% 52W Range 12.68 - 26.53 Perf YTD -20.10%
Dividend Est. - P/FCF - EPS past 5Y - ROI 1.18% 52W High -40.22% Beta 2.33
Dividend TTM - Quick Ratio 9.54 Sales past 5Y 51.37% Gross Margin 41.44% 52W Low 25.08% ATR (14) 0.80
Dividend Ex-Date - Current Ratio 10.42 EPS Y/Y TTM -91.58% Oper. Margin 0.02% RSI (14) 51.00 Volatility 4.42% 4.97%
Employees 681 Debt/Eq 0.51 Sales Y/Y TTM -51.95% Profit Margin 9.59% Recom 1.70 Target Price 21.28
Option/Short Yes / Yes LT Debt/Eq 0.50 EPS Q/Q -126.42% Payout 0.00% Rel Volume 0.71 Prev Close 15.92
Sales Surprise -9.43% EPS Surprise 49.11% Sales Q/Q -55.81% Earnings May 02 AMC Avg Volume 3.83M Price 15.86
SMA20 1.05% SMA50 3.52% SMA200 -12.45% Trades
Volume 2,732,858 Change -0.38%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-23-24 Downgrade JP Morgan
Overweight → Neutral
$20 → $16
Mar-13-24 Downgrade Morgan Stanley
Overweight → Equal-Weight
$26 → $15.50
Sep-06-23 Upgrade Northland Capital
Market Perform → Outperform
Aug-31-23 Initiated JP Morgan
Overweight
$27
Apr-18-23 Downgrade Northland Capital
Outperform → Market Perform
$32
Jul-13-22 Initiated Canaccord Genuity
Buy
$44
Jun-06-22 Resumed Northland Capital
Outperform
$60
Jun-01-22 Initiated BMO Capital Markets
Outperform
$50
Feb-09-22 Upgrade The Benchmark Company
Hold → Buy
$47
Nov-30-21 Resumed BofA Securities
Buy
$52
Nov-11-21 Initiated The Benchmark Company
Hold
Nov-11-21 Initiated Jefferies
Buy
$55
Jul-23-21 Initiated DA Davidson
Buy
$45
Jun-30-21 Initiated Robert W. Baird
Outperform
$45
Jun-16-21 Initiated JP Morgan
Overweight
$41
Apr-01-21 Initiated BofA Securities
Neutral
$38
Mar-10-21 Initiated Cowen
Outperform
$50
Mar-09-21 Downgrade Deutsche Bank
Buy → Hold
$37
Mar-02-21 Initiated Morgan Stanley
Overweight
$57
Dec-03-20 Initiated Northland Capital
Outperform
$25
Show Previous Ratings
Apr-17-24 01:00AM
(The Wall Street Journal)
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12:01PM
(Thomson Reuters StreetEvents)
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05:35PM
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MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It owns and operates Mountain Pass, an industrial asset, which is the only rare earth mining and processing site of scale in the Western Hemisphere. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Rosenthal Michael Stuart Chief Operating Officer May 31 '23 Buy 20.69 5,000 103,450 126,622 May 31 04:52 PM Rosenthal Michael Stuart Chief Operating Officer May 30 '23 Buy 21.14 6,000 126,840 121,622 May 31 04:52 PM Rosenthal Michael Stuart Chief Operating Officer May 26 '23 Buy 21.63 7,000 151,410 115,622 May 31 04:52 PM JHL Capital Group LLC 10% Owner May 26 '23 Sale 21.70 647,832 14,055,088 0 May 31 04:41 PM Litinsky James H. Chairman and CEO May 26 '23 Sale 21.70 647,832 14,055,088 0 May 31 04:48 PM Rosenthal Michael Stuart Chief Operating Officer May 25 '23 Buy 22.22 5,000 111,100 39,476 May 25 04:31 PM Rosenthal Michael Stuart Chief Operating Officer May 23 '23 Buy 22.03 5,000 110,150 34,476 May 23 06:45 PM Rosenthal Michael Stuart Chief Operating Officer May 22 '23 Buy 21.78 5,000 108,900 29,476 May 22 05:00 PM Rosenthal Michael Stuart Chief Operating Officer May 19 '23 Buy 21.21 10,000 212,100 24,476 May 22 06:08 AM
Index RUT P/E 38.43 EPS (ttm) 6.23 Insider Own 1.35% Shs Outstand 15.48M Perf Week 2.05%
Market Cap 3.72B Forward P/E 29.10 EPS next Y 8.23 Insider Trans -5.76% Shs Float 15.32M Perf Month 2.92%
Income 96.95M PEG 3.20 EPS next Q 1.84 Inst Own 84.15% Short Float 1.33% Perf Quarter 12.76%
Sales 777.66M P/S 4.78 EPS this Y 10.00% Inst Trans -4.95% Short Ratio 2.31 Perf Half Y 37.54%
Book/sh 37.93 P/B 6.31 EPS next Y 20.67% ROA 9.50% Short Interest 0.20M Perf Year 73.26%
Cash/sh 1.61 P/C 148.81 EPS next 5Y 12.00% ROE 17.82% 52W Range 132.06 - 243.30 Perf YTD 15.45%
Dividend Est. - P/FCF 22.96 EPS past 5Y - ROI 12.48% 52W High -1.58% Beta 0.72
Dividend TTM 0.76 (0.32%) Quick Ratio 1.40 Sales past 5Y 22.31% Gross Margin 44.04% 52W Low 81.33% ATR (14) 5.18
Dividend Ex-Date Apr 25, 2024 Current Ratio 2.77 EPS Y/Y TTM 10.86% Oper. Margin 19.87% RSI (14) 58.65 Volatility 1.86% 2.01%
Employees 2400 Debt/Eq 0.33 Sales Y/Y TTM 5.73% Profit Margin 12.47% Recom 1.00 Target Price 228.00
Option/Short Yes / Yes LT Debt/Eq 0.32 EPS Q/Q -41.20% Payout 10.96% Rel Volume 0.52 Prev Close 234.35
Sales Surprise -1.84% EPS Surprise -4.89% Sales Q/Q 2.26% Earnings Feb 01 BMO Avg Volume 88.36K Price 239.46
SMA20 2.54% SMA50 3.23% SMA200 21.45% Trades
Volume 46,187 Change 2.18%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-31-22 Initiated Sidoti
Buy
$149
Jan-19-21 Initiated Barrington Research
Outperform
$147
Dec-20-17 Initiated Sidoti
Neutral
Nov-08-17 Reiterated B. Riley FBR, Inc.
Buy
$48 → $60
Jun-16-16 Initiated Wunderlich
Buy
$42
Apr-12-24 08:32AM
Feb-06-24 04:15PM
Feb-02-24 09:05AM
Feb-01-24 01:20PM
06:45AM
06:45AM
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Mar-08-21 01:22PM
(Investor's Business Daily)
Mar-01-21 12:19AM
Feb-05-21 08:15AM
07:30AM
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CSW Industrials, Inc. provides performance solutions to customers. It operates through the following segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. The Contractor Solutions segment manufactures performance enhancing products for residential and commercial HVAC/R. The Engineered Building Solutions segment provides code-driven, life-safety products for the construction of residential buildings. The Specialized Reliability Solutions segment handles products for increasing the reliability, efficiency, performance, and lifespan of industrial assets. The company was founded on November 6, 2014 and is headquartered in Dallas, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Armes Joseph B Chairman, President & CEO Apr 17 '24 Sale 232.69 1,000 232,686 56,579 Apr 18 04:31 PM UNDERWOOD JEFF SVP, GM Contractor Solutions Apr 03 '24 Option Exercise 0.00 3,166 0 5,586 Apr 04 04:28 PM Perry James E EVP, CFO Apr 03 '24 Option Exercise 0.00 5,388 0 25,446 Apr 04 04:27 PM Alverson Luke SVP, GC & Secretary Apr 03 '24 Option Exercise 0.00 2,318 0 19,234 Apr 04 04:25 PM Armes Joseph B Chairman, President & CEO Apr 03 '24 Option Exercise 0.00 12,502 0 62,499 Apr 04 04:24 PM Sullivan Don EVP, GM Contractor Solutions Apr 03 '24 Option Exercise 0.00 6,164 0 35,120 Apr 04 04:23 PM Armes Joseph B Chairman, President & CEO Mar 15 '24 Sale 230.06 1,000 230,057 49,997 Mar 18 05:16 PM Sullivan Don EVP, GM Contractor Solutions Mar 13 '24 Sale 230.90 7,826 1,807,032 28,956 Mar 15 06:07 PM Armes Joseph B Chairman, President & CEO Feb 20 '24 Sale 232.36 1,000 232,363 50,997 Feb 21 04:42 PM Armes Joseph B Chairman, President & CEO Dec 15 '23 Sale 202.79 1,000 202,792 51,997 Dec 18 05:35 PM Armes Joseph B Chairman, President & CEO Nov 15 '23 Sale 176.12 1,000 176,124 52,997 Nov 17 04:12 PM Armes Joseph B Chairman, President & CEO Oct 16 '23 Sale 174.97 1,000 174,967 53,997 Oct 16 05:20 PM Armes Joseph B Chairman, President & CEO Sep 15 '23 Sale 178.38 1,000 178,383 51,431 Sep 18 04:07 PM Armes Joseph B Chairman, President & CEO Aug 15 '23 Sale 187.04 1,000 187,044 52,431 Aug 16 04:15 PM Armes Joseph B Chairman, President & CEO Aug 07 '23 Sale 183.54 8,000 1,468,320 53,431 Aug 08 05:02 PM Alverson Luke SVP, GC & Secretary Aug 07 '23 Sale 183.32 2,787 510,913 16,710 Aug 08 05:03 PM Perry James E EVP, CFO Aug 07 '23 Sale 184.10 867 159,615 19,198 Aug 08 05:05 PM Armes Joseph B Chairman, President & CEO Jul 17 '23 Sale 164.64 1,000 164,636 62,084 Jul 18 04:17 PM Armes Joseph B Chairman, President & CEO Jun 15 '23 Sale 159.56 1,000 159,560 63,084 Jun 15 06:07 PM Armes Joseph B Chairman, President & CEO May 30 '23 Sale 144.58 1,000 144,582 64,084 May 31 04:27 PM Alverson Luke SVP, GC & Secretary May 30 '23 Sale 144.68 600 86,808 19,947 May 31 04:28 PM
Index RUT P/E 97.10 EPS (ttm) 1.76 Insider Own 1.10% Shs Outstand 36.82M Perf Week 4.44%
Market Cap 6.33B Forward P/E 45.56 EPS next Y 3.74 Insider Trans -36.84% Shs Float 36.68M Perf Month -6.30%
Income 65.82M PEG 6.47 EPS next Q 0.74 Inst Own 100.23% Short Float 1.66% Perf Quarter -10.00%
Sales 536.91M P/S 11.79 EPS this Y 10.76% Inst Trans 0.52% Short Ratio 3.28 Perf Half Y 6.83%
Book/sh 18.13 P/B 9.41 EPS next Y 18.62% ROA 8.80% Short Interest 0.61M Perf Year 12.15%
Cash/sh 7.43 P/C 22.97 EPS next 5Y 15.00% ROE 10.93% 52W Range 140.00 - 218.74 Perf YTD -11.99%
Dividend Est. - P/FCF 56.22 EPS past 5Y 20.97% ROI 9.72% 52W High -22.01% Beta 0.82
Dividend TTM - Quick Ratio 2.59 Sales past 5Y 16.76% Gross Margin 63.09% 52W Low 21.86% ATR (14) 4.75
Dividend Ex-Date - Current Ratio 2.59 EPS Y/Y TTM 17.64% Oper. Margin 14.39% RSI (14) 45.16 Volatility 2.69% 2.49%
Employees 2489 Debt/Eq 0.02 Sales Y/Y TTM 19.08% Profit Margin 12.26% Recom 1.50 Target Price 203.44
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 17.33% Payout 0.00% Rel Volume 1.05 Prev Close 168.64
Sales Surprise 1.28% EPS Surprise 7.76% Sales Q/Q 18.81% Earnings Apr 25 AMC Avg Volume 185.64K Price 170.60
SMA20 -1.83% SMA50 -5.97% SMA200 -4.18% Trades
Volume 207,842 Change 1.16%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-13-24 Initiated Citigroup
Buy
$216
Nov-14-23 Initiated DA Davidson
Buy
$200
Oct-27-23 Upgrade Northland Capital
Market Perform → Outperform
$175 → $177
Dec-14-22 Downgrade Robert W. Baird
Outperform → Neutral
$151
Oct-29-21 Downgrade Northland Capital
Outperform → Market Perform
$140 → $170
Oct-12-21 Initiated Loop Capital
Buy
$175
Sep-01-21 Reiterated The Benchmark Company
Buy
$120 → $150
Jul-30-21 Upgrade Robert W. Baird
Neutral → Outperform
$124 → $130
Jul-16-21 Resumed Stifel
Buy
$130
Apr-30-21 Upgrade Northland Capital
Market Perform → Outperform
$113 → $123
Dec-01-20 Resumed Northland Capital
Market Perform
$80 → $105
Jun-05-20 Reiterated Needham
Buy
$70 → $80
Feb-19-20 Initiated Robert W. Baird
Neutral
$67
Feb-14-20 Reiterated The Benchmark Company
Buy
$60 → $68
Jan-17-20 Downgrade Oppenheimer
Outperform → Perform
Jan-16-20 Reiterated First Analysis Sec
Strong Buy
$61 → $68
Oct-25-19 Upgrade First Analysis Sec
Outperform → Strong Buy
May-02-19 Reiterated The Benchmark Company
Buy
$110 → $120
Apr-26-19 Reiterated Needham
Buy
$110 → $120
Feb-13-19 Reiterated Needham
Buy
$64 → $110
Show Previous Ratings
Apr-11-24 04:07PM
Apr-10-24 07:30AM
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(Investor's Business Daily)
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08:50AM
06:36AM
(Thomson Reuters StreetEvents)
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04:56PM
04:38PM
(Associated Press Finance)
04:05PM
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Dec-04-23 02:54PM
(Investor's Business Daily)
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(Thomson Reuters StreetEvents)
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(Associated Press Finance)
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(Thomson Reuters StreetEvents)
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(Investor's Business Daily)
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(American City Business Journals)
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(Investor's Business Daily)
Feb-22-23 04:22PM
(Investor's Business Daily)
Feb-11-23 07:42AM
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SPS Commerce, Inc. provides cloud-based supply chain management services. The firm serves retailers, suppliers, grocers, distributors and logistics firms to orchestrate the management of item data, order fulfillment, inventory control and sales analytics across all channels. Its SPS Commerce cloud services platform offers Trading Partner Community, Fulfillment, Assortment, Analytics, Sourcing, and Other Trading Partner Solutions. The company was founded by Gary W. Anderson and Roger Anderson on January 28, 1987 and is headquartered in Minneapolis, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Frome James J. President and COO Feb 28 '24 Sale 185.18 6,879 1,273,856 47,150 Mar 01 04:32 PM Black Archie C. Director Feb 22 '24 Sale 183.48 14,855 2,725,540 56,997 Feb 23 05:56 PM Frome James J. President and COO Feb 22 '24 Sale 183.32 2,901 531,806 54,029 Feb 26 06:05 PM Nelson Kimberly K. EVP & CFO Feb 22 '24 Sale 184.08 551 101,429 147,002 Feb 26 06:00 PM Black Archie C. Director Feb 21 '24 Sale 181.56 8,723 1,583,753 71,852 Feb 23 05:56 PM Nelson Kimberly K. EVP & CFO Feb 20 '24 Sale 187.44 5,197 974,136 153,518 Feb 20 06:40 PM Frome James J. President and COO Feb 20 '24 Sale 187.47 2,825 529,589 56,930 Feb 20 06:41 PM WEHRWEIN SVEN Director Feb 15 '24 Option Exercise 59.00 768 45,312 18,155 Feb 16 05:06 PM WEHRWEIN SVEN Director Feb 15 '24 Sale 197.03 2,408 474,452 15,747 Feb 16 05:06 PM WEHRWEIN SVEN Director Feb 14 '24 Option Exercise 59.00 3,000 177,000 20,387 Feb 16 05:06 PM WEHRWEIN SVEN Director Feb 14 '24 Sale 193.81 3,000 581,434 17,387 Feb 16 05:06 PM Black Archie C. Director Feb 05 '24 Sale 178.35 20,178 3,598,759 60,237 Feb 07 04:18 PM Frome James J. President and COO Feb 02 '24 Sale 180.23 10,037 1,808,922 34,332 Feb 02 08:35 PM Nelson Kimberly K. EVP & CFO Feb 02 '24 Sale 180.24 10,017 1,805,436 147,234 Feb 02 08:34 PM Black Archie C. Director Feb 02 '24 Sale 180.25 9,525 1,716,861 80,415 Feb 02 08:35 PM Nelson Kimberly K. EVP & CFO Feb 01 '24 Sale 179.41 12,907 2,315,703 157,251 Feb 02 08:34 PM Frome James J. President and COO Feb 01 '24 Sale 179.27 12,887 2,310,308 44,369 Feb 02 08:35 PM Black Archie C. Director Feb 01 '24 Sale 179.42 12,875 2,309,999 89,940 Feb 02 08:35 PM Reaume Marty M Director Dec 19 '23 Option Exercise 37.22 3,285 122,268 10,668 Dec 21 06:00 PM Reaume Marty M Director Dec 19 '23 Sale 190.61 3,285 626,141 7,383 Dec 21 06:00 PM Black Archie C. Director Nov 30 '23 Option Exercise 54.54 14,407 785,758 74,450 Dec 01 04:49 PM Black Archie C. Director Nov 30 '23 Sale 170.63 14,407 2,458,257 60,043 Dec 01 04:49 PM Black Archie C. Director Nov 29 '23 Option Exercise 54.54 20,075 1,094,890 80,118 Dec 01 04:49 PM Black Archie C. Director Nov 29 '23 Sale 172.94 20,075 3,471,861 60,043 Dec 01 04:49 PM Reaume Marty M Director Nov 14 '23 Option Exercise 37.22 3,285 122,268 10,668 Nov 16 07:35 PM SORAN PHILIP Director Nov 14 '23 Option Exercise 29.15 3,026 88,208 21,413 Nov 16 07:35 PM Reaume Marty M Director Nov 14 '23 Sale 176.51 3,285 579,828 7,383 Nov 16 07:35 PM SORAN PHILIP Director Nov 14 '23 Sale 176.55 3,026 534,230 18,387 Nov 16 07:35 PM SORAN PHILIP Director Nov 07 '23 Option Exercise 29.15 3,026 88,208 21,413 Nov 09 07:34 PM SORAN PHILIP Director Nov 07 '23 Sale 168.86 3,026 510,972 18,387 Nov 09 07:34 PM Nelson Kimberly K. EVP & CFO Nov 06 '23 Option Exercise 54.54 1,504 82,028 148,738 Nov 07 04:33 PM Nelson Kimberly K. EVP & CFO Nov 06 '23 Sale 165.40 1,504 248,756 147,234 Nov 07 04:33 PM Nelson Kimberly K. EVP & CFO Nov 03 '23 Option Exercise 54.54 13,565 739,835 160,799 Nov 07 04:33 PM Nelson Kimberly K. EVP & CFO Nov 03 '23 Sale 166.56 13,565 2,259,364 147,234 Nov 07 04:33 PM Nelson Kimberly K. EVP & CFO Nov 02 '23 Option Exercise 34.08 10,215 348,121 157,449 Nov 02 05:14 PM WEHRWEIN SVEN Director Nov 02 '23 Option Exercise 59.00 500 29,500 17,887 Nov 03 05:14 PM Nelson Kimberly K. EVP & CFO Nov 02 '23 Sale 164.67 10,215 1,682,148 147,234 Nov 02 05:14 PM WEHRWEIN SVEN Director Nov 02 '23 Sale 163.97 500 81,983 17,387 Nov 03 05:14 PM Nelson Kimberly K. EVP & CFO Nov 01 '23 Option Exercise 27.34 10,693 292,347 157,927 Nov 02 05:14 PM WEHRWEIN SVEN Director Nov 01 '23 Option Exercise 53.73 1,000 53,730 18,387 Nov 03 05:14 PM Nelson Kimberly K. EVP & CFO Nov 01 '23 Sale 160.30 10,693 1,714,085 147,234 Nov 02 05:14 PM WEHRWEIN SVEN Director Nov 01 '23 Sale 160.45 1,000 160,453 17,387 Nov 03 05:14 PM Nelson Kimberly K. EVP & CFO Oct 31 '23 Option Exercise 27.34 11,631 317,992 158,865 Nov 02 05:14 PM Nelson Kimberly K. EVP & CFO Oct 31 '23 Sale 159.69 11,631 1,857,369 147,234 Nov 02 05:14 PM WEHRWEIN SVEN Director Aug 11 '23 Sale 170.03 1,000 170,028 17,387 Aug 15 05:29 PM Frome James J. President & COO Jun 07 '23 Option Exercise 54.54 3,772 205,725 38,104 Jun 09 04:32 PM Frome James J. President & COO Jun 07 '23 Sale 169.48 3,772 639,262 34,332 Jun 09 04:32 PM Nelson Kimberly K. EVP & CFO May 26 '23 Option Exercise 27.85 5,190 144,542 153,924 May 31 04:21 PM Nelson Kimberly K. EVP & CFO May 26 '23 Sale 163.39 5,190 847,978 148,734 May 31 04:21 PM Nelson Kimberly K. EVP & CFO May 23 '23 Option Exercise 27.85 3,340 93,019 152,074 May 24 08:31 PM Nelson Kimberly K. EVP & CFO May 23 '23 Sale 163.24 3,340 545,207 148,734 May 24 08:31 PM Nelson Kimberly K. EVP & CFO May 22 '23 Option Exercise 27.85 3,600 100,260 152,334 May 24 08:31 PM Nelson Kimberly K. EVP & CFO May 22 '23 Sale 163.11 3,600 587,206 148,734 May 24 08:31 PM
Index RUT P/E - EPS (ttm) -2.89 Insider Own 14.34% Shs Outstand 86.33M Perf Week 1.77%
Market Cap 1.98B Forward P/E 97.40 EPS next Y 0.24 Insider Trans -3.07% Shs Float 74.04M Perf Month -11.77%
Income -240.13M PEG - EPS next Q -0.37 Inst Own 48.99% Short Float 36.92% Perf Quarter -34.61%
Sales 511.25M P/S 3.88 EPS this Y -7.17% Inst Trans -14.33% Short Ratio 4.33 Perf Half Y -7.09%
Book/sh 7.36 P/B 3.12 EPS next Y 139.24% ROA -12.15% Short Interest 27.34M Perf Year 52.73%
Cash/sh 5.41 P/C 4.24 EPS next 5Y 30.00% ROE -36.72% 52W Range 11.93 - 72.58 Perf YTD -43.86%
Dividend Est. - P/FCF - EPS past 5Y -76.37% ROI -12.88% 52W High -68.39% Beta 2.00
Dividend TTM - Quick Ratio 3.36 Sales past 5Y 66.26% Gross Margin 95.11% 52W Low 92.29% ATR (14) 1.46
Dividend Ex-Date - Current Ratio 3.36 EPS Y/Y TTM -117.51% Oper. Margin -50.63% RSI (14) 42.33 Volatility 5.07% 5.67%
Employees 1388 Debt/Eq 1.96 Sales Y/Y TTM -39.31% Profit Margin -46.97% Recom 4.12 Target Price 20.50
Option/Short Yes / Yes LT Debt/Eq 1.93 EPS Q/Q 26.26% Payout - Rel Volume 0.85 Prev Close 22.08
Sales Surprise 4.07% EPS Surprise 22.21% Sales Q/Q -4.49% Earnings May 07 AMC Avg Volume 6.31M Price 22.94
SMA20 -7.07% SMA50 -10.67% SMA200 -29.70% Trades
Volume 5,408,522 Change 3.89%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-04-24 Initiated BofA Securities
Underperform
$22
Sep-25-23 Initiated Needham
Hold
Jul-27-23 Initiated B. Riley Securities
Neutral
$49
Jun-14-23 Initiated BTIG Research
Buy
$42
Apr-11-23 Initiated JP Morgan
Underweight
$11
Mar-07-23 Initiated Compass Point
Sell
$6
Feb-15-23 Upgrade Loop Capital
Hold → Buy
$24
Feb-15-23 Downgrade Citigroup
Neutral → Sell
$17 → $11
Feb-03-23 Downgrade Loop Capital
Buy → Hold
$24
Nov-10-22 Downgrade BofA Securities
Neutral → Underperform
$34 → $15
Oct-25-22 Initiated Mizuho
Underperform
$17
Aug-11-22 Downgrade Atlantic Equities
Neutral → Underweight
$32 → $22
Jul-11-22 Downgrade Goldman
Neutral → Sell
$40 → $14
Jul-08-22 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Jun-29-22 Downgrade Morgan Stanley
Equal-Weight → Underweight
$88 → $19
May-11-22 Downgrade BofA Securities
Buy → Neutral
$255 → $41
May-11-22 Downgrade Barclays
Overweight → Equal Weight
$35
May-11-22 Downgrade Atlantic Equities
Overweight → Neutral
$245 → $45
May-10-22 Downgrade Stephens
Equal-Weight → Underweight
$124 → $28
May-10-22 Downgrade Piper Sandler
Overweight → Neutral
$230 → $44
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Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. Its platform aggregates consumer demand for loans and connects it to the company's network of artificial intelligence-enabled bank partners. The company was founded by David Joseph Girouard, Anna Mongayt Counselman and Paul Gu in December 2013 and is headquartered in San Mateo, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Gu Paul Chief Technology Offier Apr 01 '24 Option Exercise 0.60 60,000 36,000 953,596 Apr 03 05:23 PM Gu Paul Chief Technology Offier Apr 01 '24 Sale 26.31 60,000 1,578,672 893,596 Apr 03 05:23 PM Datta Sanjay Chief Financial Officer Mar 11 '24 Sale 27.50 1,000 27,500 400,536 Mar 13 05:56 PM Datta Sanjay Chief Financial Officer Mar 04 '24 Sale 26.21 1,000 26,210 401,536 Mar 06 04:36 PM Gu Paul Chief Technology Offier Mar 01 '24 Option Exercise 0.60 30,000 18,000 923,596 Mar 04 06:13 PM Mirgorodskaya Natalia Corporate Controller Mar 01 '24 Option Exercise 0.43 2,500 1,075 31,665 Mar 04 06:10 PM Gu Paul Chief Technology Offier Mar 01 '24 Sale 25.66 30,000 769,773 893,596 Mar 04 06:13 PM Mirgorodskaya Natalia Corporate Controller Mar 01 '24 Sale 25.48 2,500 63,690 29,165 Mar 04 06:10 PM Mirgorodskaya Natalia Corporate Controller Feb 23 '24 Sale 24.30 1,919 46,632 28,246 Feb 27 04:41 PM Darling Scott Chief Legal Officer Feb 21 '24 Sale 24.52 536 13,142 174,775 Feb 22 04:11 PM Gu Paul Chief Technology Offier Feb 20 '24 Sale 25.28 16,423 415,214 832,395 Feb 22 04:25 PM Datta Sanjay Chief Financial Officer Feb 20 '24 Sale 25.29 12,510 316,376 342,335 Feb 22 04:27 PM Darling Scott Chief Legal Officer Feb 20 '24 Sale 25.29 4,752 120,155 175,311 Feb 22 04:11 PM Girouard Dave Chief Executive Officer Feb 20 '24 Sale 25.29 4,158 105,176 67,870 Feb 22 04:19 PM Mirgorodskaya Natalia Corporate Controller Feb 20 '24 Sale 25.29 1,423 35,985 30,165 Feb 22 04:22 PM Darling Scott Chief Legal Officer Feb 15 '24 Option Exercise 13.22 10,000 132,200 180,063 Feb 20 04:10 PM Gu Paul Chief Technology Offier Feb 15 '24 Option Exercise 0.60 30,000 18,000 878,818 Feb 20 04:06 PM Gu Paul Chief Technology Offier Feb 15 '24 Sale 26.50 30,000 795,036 848,818 Feb 20 04:06 PM Datta Sanjay Chief Financial Officer Feb 12 '24 Sale 33.84 1,000 33,840 354,090 Feb 14 04:19 PM Datta Sanjay Chief Financial Officer Feb 05 '24 Sale 31.70 1,000 31,700 355,090 Feb 07 04:10 PM Darling Scott Chief Legal Officer Jan 29 '24 Option Exercise 13.22 388 5,129 170,825 Jan 31 04:32 PM Darling Scott Chief Legal Officer Jan 29 '24 Sale 35.38 1,298 45,922 169,527 Jan 31 04:32 PM Datta Sanjay Chief Financial Officer Jan 29 '24 Sale 32.62 1,000 32,620 356,090 Jan 31 04:33 PM Darling Scott Chief Legal Officer Jan 25 '24 Option Exercise 13.22 20 264 170,497 Jan 26 04:17 PM Darling Scott Chief Legal Officer Jan 25 '24 Sale 35.06 60 2,103 170,437 Jan 26 04:17 PM Darling Scott Chief Legal Officer Jan 24 '24 Option Exercise 13.22 842 11,131 173,369 Jan 26 04:17 PM Darling Scott Chief Legal Officer Jan 24 '24 Sale 36.04 2,892 104,228 170,477 Jan 26 04:17 PM Datta Sanjay Chief Financial Officer Jan 22 '24 Sale 33.71 1,000 33,710 357,090 Jan 24 04:53 PM Datta Sanjay Chief Financial Officer Jan 16 '24 Sale 31.04 1,000 31,040 358,090 Jan 18 04:11 PM Datta Sanjay Chief Financial Officer Jan 08 '24 Sale 34.14 1,000 34,140 359,090 Jan 10 08:21 PM Gu Paul Chief Technology Offier Jan 02 '24 Option Exercise 0.57 60,000 34,300 908,063 Jan 04 04:11 PM Gu Paul Chief Technology Offier Jan 02 '24 Sale 39.41 60,000 2,364,613 848,063 Jan 04 04:11 PM Datta Sanjay Chief Financial Officer Jan 02 '24 Sale 39.62 1,000 39,620 360,090 Jan 04 04:13 PM Darling Scott Chief Legal Officer Dec 27 '23 Option Exercise 13.22 672 8,884 173,199 Dec 29 04:04 PM Darling Scott Chief Legal Officer Dec 27 '23 Sale 46.23 672 31,063 172,527 Dec 29 04:04 PM Darling Scott Chief Legal Officer Dec 26 '23 Option Exercise 13.22 2,043 27,008 174,570 Dec 27 04:19 PM Darling Scott Chief Legal Officer Dec 26 '23 Sale 45.18 2,043 92,310 172,527 Dec 27 04:19 PM Datta Sanjay Chief Financial Officer Dec 26 '23 Sale 44.55 1,000 44,550 361,090 Dec 28 04:45 PM Darling Scott Chief Legal Officer Dec 22 '23 Option Exercise 13.22 2,285 30,208 177,812 Dec 27 04:19 PM Darling Scott Chief Legal Officer Dec 22 '23 Sale 45.10 5,285 238,354 172,527 Dec 27 04:19 PM Datta Sanjay Chief Financial Officer Dec 18 '23 Sale 43.99 1,000 43,990 362,090 Dec 20 04:33 PM Gu Paul Chief Technology Offier Dec 13 '23 Option Exercise 0.43 10,000 4,300 858,063 Dec 15 04:12 PM Gu Paul Chief Technology Offier Dec 13 '23 Sale 40.03 10,000 400,265 848,063 Dec 15 04:12 PM Datta Sanjay Chief Financial Officer Dec 11 '23 Sale 37.76 1,000 37,760 363,090 Dec 13 06:58 PM Darling Scott Chief Legal Officer Dec 08 '23 Option Exercise 13.22 594 7,853 176,121 Dec 12 04:09 PM Darling Scott Chief Legal Officer Dec 08 '23 Sale 36.15 594 21,475 175,527 Dec 12 04:09 PM Darling Scott Chief Legal Officer Dec 06 '23 Option Exercise 13.22 4,206 55,603 179,733 Dec 08 07:41 PM Gu Paul Chief Technology Offier Dec 06 '23 Option Exercise 0.43 10,000 4,300 858,063 Dec 08 07:39 PM Gu Paul Chief Technology Offier Dec 06 '23 Sale 35.04 10,000 350,411 848,063 Dec 08 07:39 PM Darling Scott Chief Legal Officer Dec 06 '23 Sale 36.19 4,206 152,208 175,527 Dec 08 07:41 PM Datta Sanjay Chief Financial Officer Dec 04 '23 Sale 31.51 1,000 31,510 364,090 Dec 06 05:48 PM Gu Paul Chief Technology Offier Dec 01 '23 Option Exercise 0.43 40,000 17,200 888,063 Dec 05 06:26 PM Gu Paul Chief Technology Offier Dec 01 '23 Sale 27.19 40,000 1,087,595 848,063 Dec 05 06:26 PM Darling Scott Chief Legal Officer Nov 28 '23 Sale 25.30 800 20,241 175,527 Nov 29 04:48 PM Datta Sanjay Chief Financial Officer Nov 27 '23 Sale 23.80 1,000 23,800 365,090 Nov 29 04:47 PM Darling Scott Chief Legal Officer Nov 27 '23 Sale 25.02 200 5,004 176,327 Nov 29 04:48 PM Mirgorodskaya Natalia Corporate Controller Nov 24 '23 Sale 23.25 2,444 56,833 30,833 Nov 28 06:18 PM Datta Sanjay Chief Financial Officer Nov 21 '23 Sale 24.01 21,674 520,460 366,090 Nov 22 04:20 PM Gu Paul Chief Technology Offier Nov 21 '23 Sale 23.99 19,513 468,082 848,063 Nov 22 04:23 PM Darling Scott Chief Legal Officer Nov 21 '23 Sale 24.03 6,061 145,635 176,527 Nov 22 04:21 PM Girouard Dave Chief Executive Officer Nov 21 '23 Sale 24.01 4,265 102,407 72,028 Nov 22 04:24 PM Mirgorodskaya Natalia Corporate Controller Nov 21 '23 Sale 23.99 1,437 34,480 33,277 Nov 22 04:25 PM Datta Sanjay Chief Financial Officer Nov 20 '23 Sale 25.79 1,000 25,790 387,764 Nov 22 04:20 PM Gu Paul Chief Technology Offier Nov 15 '23 Option Exercise 0.43 15,000 6,450 882,576 Nov 17 04:11 PM Gu Paul Chief Technology Offier Nov 15 '23 Sale 25.01 15,000 375,159 867,576 Nov 17 04:11 PM Datta Sanjay Chief Financial Officer Nov 13 '23 Sale 20.57 1,000 20,570 388,764 Nov 15 04:14 PM Datta Sanjay Chief Financial Officer Nov 06 '23 Sale 31.00 1,000 31,000 389,764 Nov 08 07:08 PM Darling Scott Chief Legal Officer Nov 02 '23 Sale 26.60 480 12,766 182,588 Nov 06 04:26 PM Datta Sanjay Chief Financial Officer Oct 30 '23 Sale 23.73 1,000 23,730 390,764 Nov 01 04:53 PM Darling Scott Chief Legal Officer Oct 24 '23 Sale 25.37 520 13,190 183,068 Oct 26 04:35 PM Datta Sanjay Chief Financial Officer Oct 23 '23 Sale 23.97 1,000 23,970 391,764 Oct 25 06:31 PM Datta Sanjay Chief Financial Officer Oct 16 '23 Sale 27.35 1,000 27,350 392,764 Oct 18 04:04 PM Gu Paul Chief Technology Offier Oct 10 '23 Option Exercise 0.43 5,000 2,150 872,576 Oct 12 04:50 PM Gu Paul Chief Technology Offier Oct 10 '23 Sale 30.05 5,000 150,266 867,576 Oct 12 04:50 PM Datta Sanjay Chief Financial Officer Oct 09 '23 Sale 26.73 1,000 26,730 393,764 Oct 11 04:29 PM Gu Paul Chief Technology Offier Oct 02 '23 Option Exercise 0.43 15,000 6,450 882,576 Oct 04 04:45 PM Gu Paul Chief Technology Offier Oct 02 '23 Sale 28.50 15,000 427,551 867,576 Oct 04 04:45 PM Datta Sanjay Chief Financial Officer Oct 02 '23 Sale 28.74 1,000 28,740 394,764 Oct 04 04:54 PM Darling Scott Chief Legal Officer Sep 25 '23 Sale 26.58 1,000 26,581 183,588 Sep 27 04:07 PM Datta Sanjay Chief Financial Officer Sep 25 '23 Sale 26.00 1,000 26,000 395,764 Sep 27 04:06 PM Datta Sanjay Chief Financial Officer Sep 18 '23 Sale 29.50 1,000 29,500 396,764 Sep 20 04:13 PM Datta Sanjay Chief Financial Officer Sep 11 '23 Sale 31.09 1,000 31,090 397,764 Sep 13 08:12 PM Darling Scott Chief Legal Officer Sep 06 '23 Option Exercise 13.22 200 2,644 184,788 Sep 07 05:19 PM Gu Paul Chief Technology Offier Sep 06 '23 Option Exercise 0.43 5,000 2,150 872,576 Sep 07 05:11 PM Gu Paul Chief Technology Offier Sep 06 '23 Sale 35.02 5,000 175,100 867,576 Sep 07 05:11 PM Darling Scott Chief Legal Officer Sep 06 '23 Sale 35.08 200 7,017 184,588 Sep 07 05:19 PM Datta Sanjay Chief Financial Officer Sep 05 '23 Sale 32.53 1,000 32,530 398,764 Sep 06 07:45 PM Gu Paul Chief Technology Offier Sep 01 '23 Option Exercise 0.43 20,000 8,600 887,576 Sep 05 07:51 PM Gu Paul Chief Technology Offier Sep 01 '23 Sale 32.33 20,000 646,600 867,576 Sep 05 07:51 PM Mirgorodskaya Natalia Corporate Controller Aug 30 '23 Option Exercise 0.43 3,000 1,290 40,318 Aug 31 08:16 PM Mirgorodskaya Natalia Corporate Controller Aug 30 '23 Sale 32.16 5,604 180,225 34,714 Aug 31 08:16 PM Darling Scott Chief Legal Officer Aug 28 '23 Sale 29.92 1,670 49,966 184,588 Aug 30 08:00 PM Mirgorodskaya Natalia Corporate Controller Aug 24 '23 Sale 33.00 1,421 46,893 37,318 Aug 24 07:03 PM Datta Sanjay Chief Financial Officer Aug 22 '23 Sale 32.62 20,013 652,811 399,764 Aug 24 07:00 PM Gu Paul Chief Technology Offier Aug 22 '23 Sale 32.63 18,003 587,395 867,576 Aug 24 06:58 PM Darling Scott Chief Legal Officer Aug 22 '23 Sale 32.63 4,211 137,424 186,258 Aug 24 07:02 PM Girouard Dave Chief Executive Officer Aug 22 '23 Sale 32.64 3,620 118,171 76,293 Aug 24 06:59 PM Mirgorodskaya Natalia Corporate Controller Aug 22 '23 Sale 32.64 732 23,895 38,739 Aug 24 07:03 PM Mirgorodskaya Natalia Corporate Controller Jul 19 '23 Option Exercise 0.43 2,000 860 41,470 Jul 21 04:26 PM Mirgorodskaya Natalia Corporate Controller Jul 19 '23 Sale 60.00 2,000 120,000 39,470 Jul 21 04:26 PM
Index RUT P/E 10.82 EPS (ttm) 7.35 Insider Own 3.66% Shs Outstand 64.60M Perf Week 5.19%
Market Cap 5.13B Forward P/E 7.23 EPS next Y 10.99 Insider Trans -6.33% Shs Float 62.24M Perf Month 5.17%
Income 500.00M PEG - EPS next Q 2.05 Inst Own 90.20% Short Float 2.35% Perf Quarter 22.15%
Sales 1.79B P/S 2.87 EPS this Y 21.16% Inst Trans -4.88% Short Ratio 3.02 Perf Half Y 48.95%
Book/sh 66.28 P/B 1.20 EPS next Y 23.07% ROA 3.71% Short Interest 1.47M Perf Year 76.74%
Cash/sh 11.46 P/C 6.94 EPS next 5Y -3.69% ROE 11.99% 52W Range 41.74 - 78.62 Perf YTD 22.05%
Dividend Est. - P/FCF 6.52 EPS past 5Y -11.06% ROI 4.84% 52W High 1.09% Beta 1.41
Dividend TTM - Quick Ratio - Sales past 5Y 3.13% Gross Margin - 52W Low 90.42% ATR (14) 1.72
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM -40.56% Oper. Margin 36.91% RSI (14) 67.77 Volatility 1.96% 2.00%
Employees 6800 Debt/Eq 1.97 Sales Y/Y TTM -28.13% Profit Margin 27.92% Recom 1.56 Target Price 87.75
Option/Short Yes / Yes LT Debt/Eq 1.41 EPS Q/Q 4826.43% Payout 0.00% Rel Volume 1.24 Prev Close 78.06
Sales Surprise -2.86% EPS Surprise 10.94% Sales Q/Q 56.44% Earnings Apr 24 BMO Avg Volume 484.36K Price 79.48
SMA20 3.78% SMA50 6.75% SMA200 27.03% Trades
Volume 596,788 Change 1.82%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-10-24 Initiated Deutsche Bank
Buy
$88
Dec-06-23 Initiated UBS
Buy
$80
Nov-15-23 Initiated Barclays
Overweight
$74
Oct-02-23 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$62 → $65
Apr-21-22 Initiated BTIG Research
Neutral
Apr-21-21 Downgrade Barclays
Overweight → Equal Weight
$44 → $38
Apr-06-21 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$39 → $38
Dec-14-20 Initiated Jefferies
Hold
$30
Nov-06-20 Initiated Wolfe Research
Outperform
Oct-20-20 Initiated Compass Point
Buy
$30
Jul-31-20 Upgrade Barclays
Equal Weight → Overweight
$11 → $24
May-15-20 Upgrade Wedbush
Neutral → Outperform
$13
Apr-09-20 Downgrade Piper Sandler
Overweight → Underweight
$12
Apr-07-20 Downgrade Wedbush
Outperform → Neutral
$15 → $10
Mar-18-20 Upgrade Piper Sandler
Underweight → Overweight
$10 → $12
Mar-20-19 Downgrade Piper Jaffray
Neutral → Underweight
$15.50 → $9
Nov-30-18 Initiated BTIG Research
Buy
Oct-30-18 Upgrade Piper Jaffray
Underweight → Neutral
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(The Wall Street Journal) -5.08%
08:39AM
(The Wall Street Journal)
08:39AM
(The Wall Street Journal)
Mr. Cooper Group, Inc. engages in the provision of residential loan services. It operated through the following segments: Servicing, and Originations. The Servicing segment consists of collecting loan payments, remitting principal and interest payments to investors, managing escrow funds for the payment of mortgage-related expenses, such as taxes and insurance, performing loss mitigation activities on behalf of investors and otherwise administering mortgage loan servicing portfolio. The Originations segment provides refinance opportunities to the existing servicing customers through direct-to-consumer platform and purchases loans from originators through correspondent channel. The company was founded in 1889 and is headquartered in Coppell, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Bray Jesse K Chief Executive Officer Mar 28 '24 Sale 78.09 25,000 1,952,250 334,631 Mar 29 05:14 PM Bray Jesse K Chief Executive Officer Mar 08 '24 Option Exercise 0.00 168,666 0 992,372 Mar 11 05:34 PM Bray Jesse K Chief Executive Officer Feb 29 '24 Sale 71.61 25,000 1,790,250 366,051 Mar 04 05:59 PM Weinbach Michael S President Feb 13 '24 Buy 71.16 17,000 1,209,720 17,000 Feb 14 04:15 PM Bray Jesse K Chief Executive Officer Jan 29 '24 Sale 67.56 25,000 1,689,000 391,051 Jan 30 04:26 PM Bray Jesse K Chief Executive Officer Dec 29 '23 Sale 65.37 25,000 1,634,250 416,051 Jan 02 04:19 PM Bray Jesse K Chief Executive Officer Nov 29 '23 Sale 60.62 25,000 1,515,500 441,051 Nov 30 04:13 PM Bray Jesse K Chief Executive Officer Oct 30 '23 Sale 56.34 25,000 1,408,500 466,051 Oct 31 04:52 PM Mujumdar Shveta Director Oct 26 '23 Sale 56.88 1,800 102,384 22,244 Oct 30 04:17 PM Bray Jesse K Chief Executive Officer Sep 29 '23 Sale 53.87 25,000 1,346,750 491,051 Oct 31 04:52 PM Bray Jesse K Chief Executive Officer Aug 28 '23 Sale 55.77 21,000 1,171,170 516,051 Aug 29 04:22 PM Rawls Michael R EVP & CEO-Xome Aug 02 '23 Sale 59.17 33,000 1,952,610 82,263 Aug 07 12:16 PM Bray Jesse K Chief Executive Officer Jul 28 '23 Sale 58.72 21,000 1,233,120 538,821 Jul 31 04:44 PM Bray Jesse K Chief Executive Officer Jun 28 '23 Sale 50.22 21,000 1,054,620 559,821 Jun 29 04:14 PM Bray Jesse K Chief Executive Officer May 30 '23 Sale 46.38 21,000 973,980 582,871 May 31 04:13 PM Bray Jesse K Chief Executive Officer Apr 28 '23 Sale 46.59 21,000 978,390 603,871 May 01 05:16 PM
Index - P/E 13.76 EPS (ttm) 15.87 Insider Own 0.62% Shs Outstand 35.00M Perf Week 2.07%
Market Cap 7.61B Forward P/E 11.07 EPS next Y 19.73 Insider Trans -8.36% Shs Float 34.63M Perf Month -12.23%
Income 571.14M PEG 1.31 EPS next Q 4.12 Inst Own 91.68% Short Float 1.04% Perf Quarter -3.74%
Sales 2.88B P/S 2.64 EPS this Y 11.33% Inst Trans -0.62% Short Ratio 2.15 Perf Half Y 10.01%
Book/sh 59.03 P/B 3.70 EPS next Y 10.28% ROA 4.89% Short Interest 0.36M Perf Year 21.01%
Cash/sh - P/C - EPS next 5Y 10.47% ROE 30.16% 52W Range 173.00 - 256.56 Perf YTD 6.14%
Dividend Est. 3.00 (1.37%) P/FCF 11.31 EPS past 5Y 16.82% ROI 13.92% 52W High -14.88% Beta 1.09
Dividend TTM 2.70 (1.24%) Quick Ratio - Sales past 5Y 8.48% Gross Margin - 52W Low 26.24% ATR (14) 7.15
Dividend Ex-Date Feb 20, 2024 Current Ratio 2.05 EPS Y/Y TTM 62.12% Oper. Margin 29.15% RSI (14) 33.72 Volatility 5.01% 3.17%
Employees 3450 Debt/Eq 0.99 Sales Y/Y TTM 3.49% Profit Margin 19.82% Recom 2.67 Target Price 255.00
Option/Short Yes / Yes LT Debt/Eq 0.99 EPS Q/Q 20.86% Payout 16.32% Rel Volume 1.03 Prev Close 217.51
Sales Surprise 0.09% EPS Surprise -0.51% Sales Q/Q 5.58% Earnings May 06 AMC Avg Volume 168.10K Price 218.39
SMA20 -7.41% SMA50 -9.89% SMA200 0.84% Trades
Volume 171,094 Change 0.40%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-12-24 Downgrade Raymond James
Strong Buy → Mkt Perform
Apr-13-23 Initiated Raymond James
Strong Buy
$244
Nov-10-22 Downgrade William Blair
Outperform → Mkt Perform
May-19-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$153 → $148
Jan-26-22 Initiated Jefferies
Hold
$160
Jan-21-22 Initiated Wolfe Research
Peer Perform
$163
Sep-15-20 Initiated Morgan Stanley
Overweight
$149
Mar-23-20 Upgrade SunTrust
Hold → Buy
Feb-13-20 Upgrade William Blair
Mkt Perform → Outperform
Jan-18-19 Initiated Credit Suisse
Outperform
$135
Sep-18-18 Downgrade Citigroup
Neutral → Sell
Oct-19-17 Downgrade SunTrust
Buy → Hold
Jan-26-17 Initiated Citigroup
Neutral
Sep-23-16 Initiated Wells Fargo
Market Perform
Jul-12-16 Downgrade Keefe Bruyette
Outperform → Mkt Perform
Oct-20-15 Downgrade Raymond James
Strong Buy → Outperform
Sep-09-15 Resumed Keefe Bruyette
Outperform
Aug-17-15 Upgrade Jefferies
Hold → Buy
$50
Jul-15-15 Upgrade Raymond James
Mkt Perform → Strong Buy
Aug-07-13 Reiterated UBS
Neutral
$37 → $41
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(Thomson Reuters StreetEvents)
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Primerica, Inc. engages in the provision of financial products to middle-income households. It operates through the following segments: Term Life Insurance, Investment and Savings Products, Senior Health, and Corporate and Other Distributed Products. The Term Life Insurance segment includes underwriting profits in the in-force book of term life insurance policies. The Investment and Savings Products segment is involved in managed mutual funds and annuities, and segregated funds. The Senior Health segment consists of the distribution of Medicare-related insurance products underwritten by third-party health insurance carriers to eligible Medicare participants through e-TeleQuote's licensed health insurance agents. The Corporate and Other Distributed Products segment consists of revenues and expenses related to discontinued lines of insurance. The company was founded by Arthur L. Williams, Jr. and Angela Williams on February 10, 1977, and is headquartered in Duluth, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Schneider Peter W. President Mar 15 '24 Sale 243.41 1,500 365,115 13,259 Mar 18 04:17 PM Jendusa Nicholas Adam Principal Accounting Officer Mar 13 '24 Sale 249.81 234 58,418 100 Mar 13 05:08 PM Pitts Gregory C. Executive VP and COO Mar 11 '24 Sale 245.43 3,759 922,559 3,379 Mar 11 05:33 PM Williams Glenn J. Chief Executive Officer Mar 01 '24 Option Exercise 245.26 8,700 2,133,762 48,426 Mar 05 04:24 PM Schneider Peter W. President Mar 01 '24 Option Exercise 245.26 5,560 1,363,646 13,390 Mar 05 04:19 PM Pitts Gregory C. Executive VP and COO Mar 01 '24 Option Exercise 245.26 3,779 926,838 6,009 Mar 05 04:22 PM Jendusa Nicholas Adam Principal Accounting Officer Mar 01 '24 Option Exercise 245.26 415 101,783 379 Mar 11 04:26 PM TAN TRACY XIANGYAN EVP and Chief Financial Office Mar 01 '24 Option Exercise 245.26 405 99,330 405 Mar 05 04:18 PM Addison John A. Jr. Director Feb 22 '24 Sale 249.00 1,215 302,535 16,467 Feb 26 04:13 PM Babbit Joel M. Director Feb 20 '24 Sale 245.46 750 184,095 7,691 Feb 21 04:15 PM Williams Glenn J. Chief Executive Officer Feb 16 '24 Sale 246.55 4,000 986,194 42,583 Feb 21 04:24 PM CRITTENDEN GARY L Director Feb 16 '24 Sale 247.33 1,247 308,425 18,897 Feb 20 04:29 PM Rand Alison S. Executive VP and CFO Nov 30 '23 Sale 210.07 3,000 630,210 6,444 Dec 01 07:30 PM Williams Glenn J. Chief Executive Officer Nov 10 '23 Sale 204.61 4,000 818,439 47,583 Nov 13 04:24 PM Rand Alison S. Executive VP and CFO Aug 30 '23 Sale 202.26 3,000 606,768 9,444 Aug 30 05:03 PM Schneider Peter W. President Aug 28 '23 Sale 201.43 3,500 705,013 9,524 Aug 29 04:32 PM Williams Glenn J. Chief Executive Officer Aug 10 '23 Sale 213.47 4,000 853,869 51,583 Aug 10 04:38 PM Williams Glenn J. Chief Executive Officer Jun 12 '23 Option Exercise 192.57 16,715 3,218,808 65,117 Jun 13 05:36 PM Williams Glenn J. Chief Executive Officer Jun 07 '23 Sale 191.25 4,000 765,018 49,902 Jun 07 05:41 PM Schneider Peter W. President Jun 07 '23 Sale 192.19 2,000 384,382 13,024 Jun 07 05:39 PM Addison John A. Jr. Director Jun 07 '23 Sale 189.95 1,700 322,915 18,087 Jun 07 05:12 PM Rand Alison S. Executive VP and CFO May 31 '23 Sale 183.81 1,500 275,715 12,444 May 31 04:11 PM Schneider Peter W. President May 26 '23 Sale 184.99 3,500 647,460 15,024 May 26 05:20 PM
Index RUT P/E - EPS (ttm) -0.06 Insider Own 31.77% Shs Outstand 223.00M Perf Week 3.38%
Market Cap 1.50B Forward P/E 7.87 EPS next Y 0.85 Insider Trans -1.27% Shs Float 152.42M Perf Month -3.17%
Income -13.00M PEG - EPS next Q -0.18 Inst Own 33.88% Short Float 7.71% Perf Quarter 29.48%
Sales 3.59B P/S 0.42 EPS this Y 217.64% Inst Trans -4.10% Short Ratio 5.35 Perf Half Y 58.87%
Book/sh 2.27 P/B 2.96 EPS next Y 124.02% ROA -0.27% Short Interest 11.75M Perf Year -29.26%
Cash/sh 2.73 P/C 2.46 EPS next 5Y - ROE -2.56% 52W Range 3.19 - 10.57 Perf YTD 23.08%
Dividend Est. - P/FCF - EPS past 5Y - ROI -0.41% 52W High -36.42% Beta 2.60
Dividend TTM - Quick Ratio 0.48 Sales past 5Y 20.07% Gross Margin 2.01% 52W Low 110.66% ATR (14) 0.41
Dividend Ex-Date - Current Ratio 0.53 EPS Y/Y TTM 67.77% Oper. Margin -2.56% RSI (14) 44.04 Volatility 4.31% 5.79%
Employees 7235 Debt/Eq 6.82 Sales Y/Y TTM 7.91% Profit Margin -0.36% Recom 2.83 Target Price 7.95
Option/Short Yes / Yes LT Debt/Eq 5.24 EPS Q/Q -191.69% Payout - Rel Volume 0.71 Prev Close 7.11
Sales Surprise -0.27% EPS Surprise 101.97% Sales Q/Q -1.66% Earnings May 02 BMO Avg Volume 2.20M Price 6.72
SMA20 -6.79% SMA50 -8.31% SMA200 9.68% Trades
Volume 1,569,665 Change -5.49%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-20-24 Initiated UBS
Neutral
$8
Feb-07-24 Reiterated TD Cowen
Market Perform
$5 → $12
Jan-09-24 Downgrade BofA Securities
Buy → Neutral
$8 → $6
Jan-08-24 Downgrade Morgan Stanley
Overweight → Equal-Weight
$10 → $8
Oct-27-23 Downgrade Deutsche Bank
Buy → Hold
$7.50 → $5
Sep-21-23 Downgrade Citigroup
Buy → Neutral
$16 → $5.50
Sep-18-23 Downgrade Evercore ISI
Outperform → In-line
$7
Sep-14-23 Downgrade TD Cowen
Outperform → Market Perform
$12 → $8
May-08-23 Downgrade JP Morgan
Overweight → Neutral
$18 → $12
May-04-23 Downgrade Susquehanna
Positive → Neutral
$12 → $10
Feb-27-23 Upgrade Raymond James
Mkt Perform → Outperform
$15
Feb-15-23 Downgrade Melius
Overweight → Neutral
$13
Sep-08-22 Downgrade Raymond James
Outperform → Mkt Perform
Aug-29-22 Resumed Citigroup
Buy
$20
Aug-24-22 Resumed Morgan Stanley
Overweight
$20
Aug-10-22 Resumed Barclays
Overweight
$19
Jun-23-22 Upgrade Raymond James
Mkt Perform → Outperform
$14
Feb-15-22 Resumed Wolfe Research
Outperform
Jan-07-22 Upgrade BofA Securities
Neutral → Buy
$19 → $18
Oct-01-21 Upgrade JP Morgan
Neutral → Overweight
$22
Show Previous Ratings
Apr-22-24 09:58AM
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08:15AM
07:05AM
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08:56AM
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Oct-26-23 10:31AM
(The Wall Street Journal) +9.11%
09:03AM
07:15AM
07:00AM
Oct-24-23 10:00AM
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Oct-18-23 04:05PM
Oct-11-23 12:12PM
(The Wall Street Journal)
09:00AM
(The Wall Street Journal)
Sep-26-23 11:56AM
Sep-21-23 10:06AM
Sep-14-23 09:44AM
Sep-13-23 10:32AM
(Yahoo Finance Video) -9.17%
Sep-11-23 04:35PM
Sep-06-23 09:58AM
Sep-05-23 03:30PM
Sep-01-23 05:00PM
Aug-31-23 05:44PM
Aug-30-23 11:41AM
10:08AM
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Aug-04-23 12:05AM
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Aug-01-23 04:05PM
Jul-31-23 05:14PM
Jul-18-23 12:50PM
08:15AM
Jul-06-23 08:06AM
Jul-05-23 09:37AM
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09:00AM
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05:30AM
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09:30AM
08:55AM
Apr-12-23 04:00PM
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Jan-18-23 05:30AM
(The Wall Street Journal)
Jan-17-23 08:00AM
Dec-07-22 07:00AM
(The Wall Street Journal) -5.04%
Dec-06-22 04:21PM
Nov-28-22 04:09PM
12:08PM
Nov-23-22 12:01AM
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Nov-16-22 12:32PM
Nov-14-22 08:38PM
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05:30AM
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Sep-20-22 11:54AM
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11:16AM
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10:15AM
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09:19AM
Aug-01-22 05:22PM
11:15AM
Frontier Group Holdings, Inc. engages in the provision of air transportation. The company was founded on September 2013 and is headquartered in Denver, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Biffle Barry CEO Apr 12 '24 Option Exercise 0.26 20,000 5,264 812,981 Apr 16 05:36 PM Biffle Barry CEO Apr 01 '24 Option Exercise 0.26 20,000 5,264 792,981 Apr 02 03:50 PM Biffle Barry CEO Mar 06 '24 Sale 8.21 15,000 123,150 48,949 Mar 06 06:53 PM Biffle Barry CEO Mar 05 '24 Option Exercise 3.92 151,620 594,108 924,601 Mar 06 06:53 PM Biffle Barry CEO Mar 05 '24 Sale 7.72 151,620 1,170,506 772,981 Mar 06 06:53 PM Biffle Barry CEO Mar 04 '24 Sale 7.38 142,154 1,049,097 772,981 Mar 06 06:53 PM Biffle Barry CEO Feb 26 '24 Sale 7.21 14,500 104,545 63,949 Feb 28 05:41 PM Biffle Barry CEO Feb 23 '24 Sale 7.21 500 3,605 78,449 Feb 26 03:30 PM Dempsey James G. President Nov 20 '23 Option Exercise 0.26 480,955 126,587 828,462 Nov 21 04:45 PM Diamond Howard SVP, GC & Secretary Nov 20 '23 Option Exercise 0.26 113,394 29,845 566,547 Nov 21 04:44 PM Dempsey James G. President Nov 20 '23 Sale 3.99 245,000 976,692 583,462 Nov 21 04:45 PM Diamond Howard SVP, GC & Secretary Nov 20 '23 Sale 3.92 58,000 227,302 508,547 Nov 21 04:44 PM Dempsey James G. President Nov 17 '23 Option Exercise 0.26 500,000 131,600 587,507 Nov 21 04:45 PM Diamond Howard SVP, GC & Secretary Nov 17 '23 Option Exercise 0.26 100,000 26,320 500,403 Nov 21 04:44 PM Dempsey James G. President Nov 17 '23 Sale 3.90 240,000 935,592 347,507 Nov 21 04:45 PM Diamond Howard SVP, GC & Secretary Nov 17 '23 Sale 3.94 47,250 186,146 453,153 Nov 21 04:44 PM Diamond Howard SVP, GC & Secretary Nov 01 '23 Option Exercise 0.26 50,000 13,160 400,403 Nov 02 10:04 AM Diamond Howard SVP, GC & Secretary Oct 31 '23 Option Exercise 0.26 50,000 13,160 350,403 Nov 02 10:04 AM Biffle Barry CEO Oct 30 '23 Option Exercise 0.26 30,000 7,896 806,119 Nov 01 04:35 PM Diamond Howard SVP, GC & Secretary Sep 22 '23 Option Exercise 0.26 25,000 6,580 300,403 Sep 26 03:07 PM Biffle Barry President & CEO Sep 22 '23 Option Exercise 0.26 20,000 5,264 776,119 Sep 26 03:08 PM Diamond Howard SVP, GC & Secretary Sep 14 '23 Option Exercise 0.26 100,000 26,320 275,403 Sep 18 12:59 PM Biffle Barry President & CEO Aug 11 '23 Sale 7.43 44,418 330,079 756,119 Aug 14 05:10 PM Biffle Barry President & CEO Aug 07 '23 Sale 7.94 223,647 1,776,652 800,537 Aug 08 01:04 PM Dempsey James G. EVP & Chief Financial Officer Aug 04 '23 Option Exercise 0.26 183,464 48,288 270,971 Aug 08 01:03 PM Biffle Barry President & CEO Aug 04 '23 Sale 8.08 250,000 2,020,325 1,024,184 Aug 08 01:04 PM Dempsey James G. EVP & Chief Financial Officer Aug 04 '23 Sale 8.26 183,464 1,516,238 87,507 Aug 08 01:03 PM Biffle Barry President & CEO Aug 02 '23 Option Exercise 0.26 10,000 2,632 1,274,184 Aug 04 11:06 AM Biffle Barry President & CEO Jun 09 '23 Option Exercise 0.26 243,264 64,027 1,375,517 Jun 12 08:01 PM Biffle Barry President & CEO Jun 09 '23 Sale 9.22 111,333 1,026,802 1,264,184 Jun 12 08:01 PM Biffle Barry President & CEO Jun 09 '23 Sale 9.20 82,616 760,381 78,949 Jun 12 08:01 PM Biffle Barry President & CEO Jun 08 '23 Option Exercise 0.26 100,000 26,320 1,232,253 Jun 12 08:01 PM Biffle Barry President & CEO Jun 08 '23 Sale 9.22 100,000 922,330 1,132,253 Jun 12 08:01 PM Biffle Barry President & CEO Jun 08 '23 Sale 9.23 92,384 853,046 161,565 Jun 12 08:01 PM Biffle Barry President & CEO Jun 07 '23 Option Exercise 0.26 124,594 32,793 1,194,550 Jun 08 11:14 AM Biffle Barry President & CEO Jun 07 '23 Sale 9.25 62,297 576,341 1,132,253 Jun 08 11:14 AM Biffle Barry President & CEO Jun 07 '23 Sale 9.26 25,000 231,382 253,949 Jun 08 11:14 AM Biffle Barry President & CEO Jun 06 '23 Option Exercise 0.26 75,000 19,740 1,119,956 Jun 08 11:14 AM Biffle Barry President & CEO Jun 06 '23 Sale 9.35 50,000 467,575 1,069,956 Jun 08 11:14 AM Biffle Barry President & CEO May 30 '23 Option Exercise 0.26 200,000 52,640 1,135,556 May 31 09:51 AM Biffle Barry President & CEO May 30 '23 Sale 8.19 90,600 741,869 1,044,956 May 31 09:51 AM Biffle Barry President & CEO May 26 '23 Option Exercise 0.26 400,000 105,280 1,114,546 May 31 09:51 AM Biffle Barry President & CEO May 26 '23 Sale 8.27 178,990 1,480,140 935,556 May 31 09:51 AM Biffle Barry President & CEO May 25 '23 Option Exercise 0.26 207,142 54,520 808,826 May 30 12:51 PM Biffle Barry President & CEO May 25 '23 Sale 7.86 94,280 740,805 714,546 May 30 12:51 PM Biffle Barry President & CEO May 24 '23 Option Exercise 0.26 51,000 13,423 625,484 May 25 09:50 AM Biffle Barry President & CEO May 24 '23 Sale 7.81 23,800 185,861 601,684 May 25 09:50 AM Biffle Barry President & CEO May 10 '23 Option Exercise 0.26 199,000 52,377 667,184 May 10 09:59 PM Biffle Barry President & CEO May 10 '23 Sale 8.02 92,700 743,167 574,484 May 10 09:59 PM Biffle Barry President & CEO May 09 '23 Option Exercise 0.26 125,000 32,900 526,184 May 10 09:59 PM Biffle Barry President & CEO May 09 '23 Sale 8.05 58,000 467,120 468,184 May 10 09:59 PM Diamond Howard SVP, GC & Secretary May 08 '23 Option Exercise 0.26 150,000 39,480 245,403 May 09 09:12 AM Biffle Barry President & CEO May 08 '23 Option Exercise 0.26 125,000 32,900 459,184 May 09 09:13 AM Diamond Howard SVP, GC & Secretary May 08 '23 Sale 8.04 70,000 562,576 175,403 May 09 09:12 AM Biffle Barry President & CEO May 08 '23 Sale 8.05 58,000 466,622 401,184 May 09 09:13 AM
Index RUT P/E 16.37 EPS (ttm) 3.47 Insider Own 12.28% Shs Outstand 17.50M Perf Week 3.95%
Market Cap 994.18M Forward P/E 14.83 EPS next Y 3.83 Insider Trans -5.69% Shs Float 15.35M Perf Month 27.49%
Income 60.94M PEG 2.05 EPS next Q 0.31 Inst Own 79.04% Short Float 2.48% Perf Quarter 35.26%
Sales 835.11M P/S 1.19 EPS this Y -48.99% Inst Trans -6.14% Short Ratio 2.76 Perf Half Y 51.90%
Book/sh 29.36 P/B 1.93 EPS next Y 116.38% ROA 9.79% Short Interest 0.38M Perf Year 99.47%
Cash/sh 21.76 P/C 2.61 EPS next 5Y 8.00% ROE 12.67% 52W Range 27.47 - 60.78 Perf YTD 20.11%
Dividend Est. - P/FCF 11.01 EPS past 5Y -6.74% ROI 11.67% 52W High -6.54% Beta 1.08
Dividend TTM - Quick Ratio 6.42 Sales past 5Y 18.39% Gross Margin 12.15% 52W Low 106.81% ATR (14) 2.11
Dividend Ex-Date - Current Ratio 6.82 EPS Y/Y TTM 121.74% Oper. Margin 8.05% RSI (14) 61.80 Volatility 3.91% 4.33%
Employees 117 Debt/Eq 0.03 Sales Y/Y TTM -2.52% Profit Margin 7.30% Recom 1.00 Target Price 70.00
Option/Short Yes / Yes LT Debt/Eq 0.02 EPS Q/Q 148.59% Payout 0.00% Rel Volume 1.45 Prev Close 56.27
Sales Surprise -3.29% EPS Surprise 71.22% Sales Q/Q -5.78% Earnings Mar 28 BMO Avg Volume 137.85K Price 56.81
SMA20 2.44% SMA50 17.28% SMA200 35.47% Trades
Volume 198,357 Change 0.96%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-15-16 Initiated Feltl & Co.
Buy
Apr-04-16 Reiterated Singular Research
Buy
$67.50 → $60
Dec-03-15 Reiterated Singular Research
Buy
$75 → $67.50
Dec-04-14 Upgrade Singular Research
BUY - Long-Term → Buy
$115 → $105
Aug-28-14 Reiterated Singular Research
BUY - Long-Term
$99 → $115
Apr-01-24 11:30AM
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REX American Resources Corp. is a holding company, which engages in the investment in alternative energy and ethanol production entities. It operates through one segment: Ethanol and By-products. The Ethanol and By-products segment refers to the equity investments in three ethanol limited liability companies. The company was founded in 1984 and is headquartered in Dayton, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ROSE STUART A Executive COB Apr 09 '24 Sale 58.49 2,611 152,715 1,484,751 Apr 10 07:55 AM ROSE STUART A Executive COB Apr 08 '24 Sale 58.57 4,943 289,531 1,487,362 Apr 09 07:39 AM ROSE STUART A Executive COB Apr 05 '24 Sale 58.08 5,041 292,765 1,492,305 Apr 08 07:11 AM ROSE STUART A Executive COB Apr 04 '24 Sale 58.15 14,959 869,927 1,497,346 Apr 05 07:24 AM ROSE STUART A Executive COB Apr 03 '24 Sale 59.42 100,000 5,941,632 1,512,305 Apr 04 10:38 AM BRUGGEMAN DOUGLAS CFO, VP-Finance, Treasurer Apr 02 '24 Sale 59.60 2,000 119,200 88,605 Apr 03 09:54 AM BRUGGEMAN DOUGLAS CFO, VP-Finance, Treasurer Jul 07 '23 Sale 35.09 2,414 84,709 90,605 Jul 10 11:29 AM BRUGGEMAN DOUGLAS CFO, VP-Finance, Treasurer Jun 07 '23 Sale 35.00 2,000 70,000 63,752 Jun 08 09:48 AM BRUGGEMAN DOUGLAS CFO, VP-Finance, Treasurer May 30 '23 Sale 35.00 3,500 122,500 65,752 May 31 09:26 AM
Index RUT P/E - EPS (ttm) -1.02 Insider Own 28.18% Shs Outstand 30.90M Perf Week -7.63%
Market Cap 397.59M Forward P/E 7.39 EPS next Y 1.70 Insider Trans -1.15% Shs Float 22.68M Perf Month -17.12%
Income 37.52M PEG - EPS next Q 0.22 Inst Own 75.27% Short Float 10.42% Perf Quarter 4.31%
Sales 318.66M P/S 1.25 EPS this Y 354.29% Inst Trans 3.11% Short Ratio 3.43 Perf Half Y -10.33%
Book/sh -4.05 P/B - EPS next Y 34.02% ROA -3.46% Short Interest 2.36M Perf Year -61.36%
Cash/sh 1.17 P/C 10.72 EPS next 5Y 45.30% ROE -24.50% 52W Range 8.30 - 33.58 Perf YTD -2.33%
Dividend Est. - P/FCF 15.26 EPS past 5Y - ROI 9.90% 52W High -62.51% Beta 1.20
Dividend TTM - Quick Ratio 0.82 Sales past 5Y 44.02% Gross Margin 71.63% 52W Low 51.69% ATR (14) 0.75
Dividend Ex-Date - Current Ratio 0.98 EPS Y/Y TTM 220.03% Oper. Margin 14.78% RSI (14) 34.32 Volatility 5.04% 4.84%
Employees 470 Debt/Eq - Sales Y/Y TTM 30.09% Profit Margin 11.77% Recom 1.46 Target Price 24.96
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 75.56% Payout - Rel Volume 2.21 Prev Close 12.70
Sales Surprise 10.38% EPS Surprise -55.83% Sales Q/Q 26.56% Earnings May 02 AMC Avg Volume 688.68K Price 12.59
SMA20 -14.75% SMA50 -5.85% SMA200 -16.57% Trades
Volume 1,479,279 Change -0.87%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-03-24 Downgrade Piper Sandler
Overweight → Neutral
$21 → $13
Dec-13-23 Upgrade Stifel
Hold → Buy
$18
Nov-01-23 Downgrade BofA Securities
Buy → Neutral
$35 → $16
Oct-13-23 Initiated Stifel
Hold
$18
Sep-27-23 Resumed Morgan Stanley
Overweight
$27
Apr-10-23 Initiated Lake Street
Buy
$38
Apr-05-23 Downgrade Robert W. Baird
Outperform → Neutral
$34
Dec-06-22 Initiated Citigroup
Buy
$29
Sep-15-22 Initiated B. Riley Securities
Buy
$29
Mar-15-22 Initiated Evercore ISI
Outperform
$34
Nov-16-21 Initiated ROTH Capital
Buy
$29
Sep-22-21 Upgrade Raymond James
Mkt Perform → Strong Buy
$14
Show Previous Ratings
Apr-18-24 09:00AM
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Xponential Fitness, Inc. is a curator of boutique fitness brands across multiple verticals. It operates as a boutique fitness franchisor in the United States with studios operating across distinct brands. The company's portfolio of brands spans a variety of fitness and wellness verticals, including cycling, stretch, rowing, yoga, boxing, dance and running. Its brands include Club Pilates, Pure Barre, CycleBar, StretchLab, Row House, YogaSix Rumble, AKT, and STRIDE. The company was founded on August 11, 2017 and is headquartered in Irvine, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Geisler Anthony Chief Executive Officer Mar 06 '24 Sale 14.08 32,125 452,265 361,886 Mar 07 04:23 PM Meloun John P Chief Financial Officer Mar 06 '24 Sale 14.08 17,310 243,733 227,693 Mar 07 04:26 PM Luna Sarah President Mar 06 '24 Sale 14.08 15,896 223,771 249,351 Mar 07 04:29 PM Hagopian Andrew Chief Legal Officer Feb 28 '24 Sale 9.66 2,405 23,241 225,985 Mar 01 01:29 PM Geisler Anthony Chief Executive Officer Feb 27 '24 Sale 9.93 17,901 177,678 394,011 Feb 27 07:14 PM Meloun John P Chief Financial Officer Feb 27 '24 Sale 10.09 6,160 62,153 245,003 Feb 27 07:23 PM Luna Sarah President Feb 27 '24 Sale 10.01 5,399 54,070 265,247 Feb 27 07:16 PM Hagopian Andrew Chief Legal Officer Feb 27 '24 Sale 10.06 5,260 52,907 228,390 Feb 27 07:10 PM Luna Sarah President Feb 15 '24 Sale 10.94 912 9,977 256,329 Feb 23 02:03 PM GRAYSON CHELSEA A Director Sep 06 '23 Buy 19.45 1,000 19,450 12,886 Sep 07 07:11 PM Junk Ryan Chief Operating Officer Aug 23 '23 Sale 21.49 585 12,571 10,456 Aug 24 01:04 PM Hagopian Andrew Chief Legal Officer Aug 16 '23 Buy 23.15 4,200 97,230 8,800 Aug 17 06:01 AM Clarke Jair Director Aug 16 '23 Buy 23.10 1,000 23,099 6,718 Aug 18 06:02 AM Geisler Anthony Chief Executive Officer Aug 15 '23 Buy 22.93 21,750 498,734 361,565 Aug 16 06:02 AM Geisler Anthony Chief Executive Officer Aug 11 '23 Buy 21.47 23,150 496,966 339,815 Aug 14 06:07 AM Grabowski Mark Director Aug 11 '23 Buy 21.39 4,640 99,238 15,112 Aug 14 06:08 AM Hagopian Andrew Chief Legal Officer Aug 11 '23 Buy 21.29 4,600 97,954 4,600 Aug 15 06:03 AM Luna Sarah President Jul 27 '23 Sale 19.91 15,262 303,869 254,892 Jul 31 09:56 PM Junk Ryan Chief Operating Officer Jul 27 '23 Sale 19.91 15,097 300,598 230,995 Jul 31 09:56 PM Junk Ryan Chief Operating Officer Jul 27 '23 Sale 20.40 1,424 29,048 11,041 Jul 31 09:56 PM Geisler Anthony Chief Executive Officer Jul 05 '23 Sale 16.67 17,703 295,137 316,665 Jul 07 05:13 PM Geisler Anthony Chief Executive Officer May 25 '23 Sale 25.08 13,627 341,832 334,368 May 30 09:47 PM Luna Sarah President May 25 '23 Sale 25.20 3,857 97,203 270,154 May 30 09:46 PM Meloun John P Chief Financial Officer May 25 '23 Sale 25.20 3,311 83,421 232,248 May 30 09:47 PM Junk Ryan Chief Operating Officer May 25 '23 Sale 25.21 2,491 62,804 239,592 May 30 09:45 PM Junk Ryan Chief Operating Officer May 17 '23 Sale 28.26 26,000 734,760 12,465 May 19 07:18 PM Geisler Anthony Chief Executive Officer May 05 '23 Sale 33.49 100 3,349 371,643 May 09 06:20 PM Geisler Anthony Chief Executive Officer May 02 '23 Sale 33.02 4,105 135,547 371,743 May 02 08:48 PM Geisler Anthony Chief Executive Officer May 01 '23 Sale 33.21 30,785 1,022,370 375,848 May 02 08:48 PM Geisler Anthony Chief Executive Officer Apr 28 '23 Sale 33.17 31,453 1,043,296 406,633 May 02 08:48 PM
Index RUT P/E 66.56 EPS (ttm) 0.97 Insider Own 2.07% Shs Outstand 56.74M Perf Week -3.62%
Market Cap 3.66B Forward P/E 31.08 EPS next Y 2.07 Insider Trans -12.63% Shs Float 55.71M Perf Month -8.14%
Income 55.73M PEG - EPS next Q 0.13 Inst Own 105.00% Short Float 7.40% Perf Quarter -21.40%
Sales 444.54M P/S 8.24 EPS this Y -7.19% Inst Trans 0.18% Short Ratio 10.35 Perf Half Y -8.77%
Book/sh 13.26 P/B 4.86 EPS next Y 73.12% ROA 6.72% Short Interest 4.12M Perf Year -15.16%
Cash/sh 5.48 P/C 11.76 EPS next 5Y -14.55% ROE 7.39% 52W Range 62.12 - 99.60 Perf YTD -21.54%
Dividend Est. 0.80 (1.24%) P/FCF 81.66 EPS past 5Y -3.58% ROI 7.34% 52W High -35.32% Beta 1.21
Dividend TTM 0.78 (1.21%) Quick Ratio 7.13 Sales past 5Y 4.42% Gross Margin 51.50% 52W Low 3.69% ATR (14) 2.08
Dividend Ex-Date Feb 28, 2024 Current Ratio 10.47 EPS Y/Y TTM -67.00% Oper. Margin 7.89% RSI (14) 37.42 Volatility 3.02% 2.63%
Employees 819 Debt/Eq 0.01 Sales Y/Y TTM -31.73% Profit Margin 12.54% Recom 2.29 Target Price 83.46
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q -37.15% Payout 79.61% Rel Volume 0.80 Prev Close 63.08
Sales Surprise -0.80% EPS Surprise 48.75% Sales Q/Q -28.26% Earnings May 07 AMC Avg Volume 398.10K Price 64.42
SMA20 -5.64% SMA50 -9.16% SMA200 -17.32% Trades
Volume 319,722 Change 2.12%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-26-24 Upgrade Northland Capital
Under Perform → Market Perform
$67
Feb-12-24 Downgrade Northland Capital
Market Perform → Under Perform
$67
Feb-09-24 Reiterated TD Cowen
Market Perform
$65 → $80
Jul-17-23 Downgrade Northland Capital
Outperform → Market Perform
$82
May-01-23 Upgrade Northland Capital
Market Perform → Outperform
$66 → $82
Nov-21-22 Downgrade Northland Capital
Outperform → Market Perform
$66
Nov-03-22 Downgrade Cowen
Outperform → Market Perform
$90 → $65
Feb-07-22 Upgrade Susquehanna
Neutral → Positive
$100
Aug-19-21 Initiated The Benchmark Company
Buy
$115
Jul-30-21 Upgrade Northland Capital
Market Perform → Outperform
$99
Feb-03-21 Reiterated Cowen
Outperform
$90 → $100
Dec-28-20 Reiterated Cowen
Outperform
$72 → $90
Oct-12-20 Initiated Piper Sandler
Overweight
Oct-12-20 Initiated Cowen
Outperform
$72
Aug-20-20 Upgrade Northland Capital
Under Perform → Market Perform
$65
Oct-25-19 Upgrade Loop Capital
Hold → Buy
$83 → $102
Jul-29-19 Downgrade Northland Capital
Market Perform → Under Perform
$70
Jul-18-19 Upgrade Stifel
Hold → Buy
$74 → $90
Jan-07-19 Downgrade Northland Capital
Outperform → Market Perform
Nov-26-18 Initiated Northland Capital
Outperform
$66
Show Previous Ratings
Apr-08-24 05:25PM
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(Investor's Business Daily)
09:39AM
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12:00PM
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Nov-07-23 05:50PM
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04:07PM
04:01PM
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Sep-15-23 08:00AM
(Investor's Business Daily)
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04:19PM
04:01PM
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Jun-20-23 04:23PM
(Investor's Business Daily)
Jun-11-23 09:40AM
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(Investor's Business Daily)
07:30AM
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(Investor's Business Daily)
Feb-06-23 05:25PM
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Power Integrations, Inc. designs and develops mixed-signal integrated circuits and other electronic components and circuitry used in high-voltage power conversion. Its products include AC-DC Conversion, LED Drivers, Gate Drivers, Motor Drivers, and Automotive Solutions. The company was founded by Klas Eklund, Art Fury and Steven J. Sharp on March 25, 1988 and is headquartered in San Jose, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BALAKRISHNAN BALU President and CEO Apr 02 '24 Sale 68.61 9,799 672,286 552,161 Apr 03 07:54 PM NAYYAR SANDEEP Chief Financial Officer Apr 02 '24 Sale 69.04 1,946 134,353 95,037 Apr 03 07:55 PM Barsan Radu VP of Technology, Engineering Apr 02 '24 Sale 69.04 1,687 116,473 42,782 Apr 03 07:54 PM Matthews David MH Chief Technical Officer Apr 02 '24 Sale 69.04 1,153 79,605 68,229 Apr 03 07:55 PM WALKER CLIFFORD VP Corporate Development Apr 02 '24 Sale 69.04 1,096 75,669 140,834 Apr 03 07:55 PM Bailey Doug VP Marketing Apr 02 '24 Sale 69.04 1,096 75,669 101,281 Apr 03 07:54 PM Barsan Radu VP of Technology, Engineering Feb 22 '24 Sale 73.00 9,000 657,000 27,384 Feb 26 09:02 PM BRATHWAITE NICHOLAS Director Feb 20 '24 Sale 72.25 8,000 578,000 32,310 Feb 22 07:11 PM Bailey Doug VP Marketing Feb 20 '24 Sale 72.52 6,798 492,975 92,065 Feb 22 07:11 PM Bailey Doug VP Marketing Feb 14 '24 Sale 74.98 423 31,719 98,863 Feb 16 07:27 PM BALAKRISHNAN BALU President and CEO Feb 13 '24 Sale 74.06 3,835 284,020 511,660 Feb 14 09:14 PM Barsan Radu VP of Technology, Engineering Feb 13 '24 Sale 75.23 1,226 92,233 36,384 Feb 14 09:15 PM Gupta Sunil VP of Operations Feb 13 '24 Sale 75.23 753 56,651 42,902 Feb 14 09:15 PM Yee Yang Chiah VP, Worldwide Sales Feb 13 '24 Sale 75.23 731 54,995 33,828 Feb 14 09:16 PM WALKER CLIFFORD VP Corporate Development Feb 13 '24 Sale 75.23 620 46,643 130,230 Feb 14 09:15 PM Bailey Doug VP Marketing Feb 13 '24 Sale 75.23 576 43,334 99,286 Feb 14 09:14 PM Matthews David MH Chief Technical Officer Feb 13 '24 Sale 75.23 554 41,677 59,793 Feb 14 09:15 PM BALAKRISHNAN BALU President and CEO Feb 12 '24 Sale 81.02 5,232 423,897 508,461 Feb 14 09:14 PM NAYYAR SANDEEP Chief Financial Officer Feb 12 '24 Sale 79.99 2,812 224,923 67,359 Feb 14 09:15 PM Barsan Radu VP of Technology, Engineering Feb 12 '24 Sale 80.06 1,676 134,178 35,324 Feb 14 09:15 PM Gupta Sunil VP of Operations Feb 12 '24 Sale 80.06 1,382 110,642 41,662 Feb 14 09:15 PM Yee Yang Chiah VP, Worldwide Sales Feb 12 '24 Sale 80.06 996 79,740 32,625 Feb 14 09:16 PM WALKER CLIFFORD VP Corporate Development Feb 12 '24 Sale 80.06 944 75,573 129,209 Feb 14 09:15 PM Matthews David MH Chief Technical Officer Feb 12 '24 Sale 80.06 851 68,131 58,882 Feb 14 09:15 PM Bailey Doug VP Marketing Feb 12 '24 Sale 80.06 768 61,485 98,338 Feb 14 09:14 PM WALKER CLIFFORD VP Corporate Development Feb 07 '24 Sale 74.04 2,216 164,073 130,153 Feb 08 07:36 PM BALAKRISHNAN BALU President and CEO Feb 06 '24 Sale 73.39 5,746 421,700 513,693 Feb 08 07:37 PM NAYYAR SANDEEP Chief Financial Officer Feb 06 '24 Sale 73.96 1,642 121,442 70,171 Feb 08 07:36 PM Barsan Radu VP of Technology, Engineering Feb 06 '24 Sale 73.96 1,424 105,319 37,000 Feb 08 07:37 PM Matthews David MH Chief Technical Officer Feb 06 '24 Sale 73.96 1,095 80,986 59,733 Feb 08 07:37 PM Bailey Doug VP Marketing Feb 06 '24 Sale 73.96 822 60,795 99,106 Feb 08 07:37 PM BALAKRISHNAN BALU President and CEO Feb 05 '24 Sale 74.44 3,504 260,833 519,439 Feb 06 07:47 PM NAYYAR SANDEEP Chief Financial Officer Feb 05 '24 Sale 75.42 1,214 91,560 71,813 Feb 06 07:46 PM Barsan Radu VP of Technology, Engineering Feb 05 '24 Sale 75.42 970 73,157 38,424 Feb 06 07:47 PM Yee Yang Chiah VP, Worldwide Sales Feb 05 '24 Sale 75.42 853 64,333 33,621 Feb 06 07:46 PM Gupta Sunil VP of Operations Feb 05 '24 Sale 75.42 763 57,545 43,044 Feb 06 07:46 PM Matthews David MH Chief Technical Officer Feb 05 '24 Sale 75.42 749 56,490 60,828 Feb 06 07:47 PM Bailey Doug VP Marketing Feb 05 '24 Sale 75.42 545 41,104 99,928 Feb 06 07:47 PM BALAKRISHNAN BALU President and CEO Feb 02 '24 Sale 74.60 2,792 208,284 522,943 Feb 06 07:47 PM NAYYAR SANDEEP Chief Financial Officer Feb 02 '24 Sale 75.58 1,160 87,673 73,027 Feb 06 07:46 PM Barsan Radu VP of Technology, Engineering Feb 02 '24 Sale 75.58 976 73,766 39,394 Feb 06 07:47 PM Matthews David MH Chief Technical Officer Feb 02 '24 Sale 75.58 755 57,063 61,577 Feb 06 07:47 PM Gupta Sunil VP of Operations Feb 02 '24 Sale 75.58 648 48,976 43,807 Feb 06 07:46 PM Bailey Doug VP Marketing Feb 02 '24 Sale 75.58 555 41,947 100,473 Feb 06 07:47 PM NAYYAR SANDEEP Chief Financial Officer Nov 30 '23 Sale 76.22 14,652 1,116,828 74,055 Dec 01 06:21 PM BALAKRISHNAN BALU President and CEO Nov 29 '23 Sale 77.60 47,422 3,680,052 525,603 Dec 01 06:20 PM Matthews David MH Chief Technical Officer Nov 22 '23 Sale 77.69 6,994 543,381 62,200 Nov 27 04:52 PM Bailey Doug VP Marketing Nov 15 '23 Sale 78.43 3,273 256,692 100,896 Nov 16 07:26 PM Matthews David MH Chief Technical Officer Nov 14 '23 Sale 76.14 5,475 416,860 69,194 Nov 16 07:13 PM WALKER CLIFFORD VP Corporate Development Aug 31 '23 Sale 83.99 10,000 839,861 132,237 Sep 05 07:27 PM NAYYAR SANDEEP Chief Financial Officer Aug 31 '23 Sale 84.25 5,514 464,554 88,707 Sep 05 07:27 PM Matthews David MH Chief Technical Officer Aug 30 '23 Sale 84.28 6,017 507,090 74,669 Aug 30 07:51 PM Bailey Doug VP Marketing Aug 30 '23 Sale 84.02 1,000 84,019 104,169 Aug 30 07:51 PM Gupta Sunil VP of Operations Aug 25 '23 Sale 80.84 2,262 182,860 44,323 Aug 28 04:49 PM Bailey Doug VP Marketing Aug 23 '23 Sale 84.00 1,000 84,000 105,169 Aug 25 05:26 PM Matthews David MH Chief Technical Officer Aug 22 '23 Sale 82.62 8,647 714,420 80,686 Aug 23 06:51 PM Bailey Doug VP Marketing Aug 21 '23 Sale 81.62 1,000 81,618 106,169 Aug 23 06:51 PM BRATHWAITE NICHOLAS Director Aug 09 '23 Sale 83.46 2,484 207,315 40,310 Aug 10 05:08 PM BRATHWAITE NICHOLAS Director Aug 08 '23 Sale 85.08 3,516 299,141 42,794 Aug 10 05:08 PM Yee Yang Chiah VP, Worldwide Sales Jun 15 '23 Sale 91.43 1,381 126,264 34,474 Jun 16 06:58 PM Matthews David MH Chief Technical Officer May 30 '23 Sale 88.55 4,429 392,199 89,193 May 30 07:53 PM BALAKRISHNAN BALU President and CEO May 26 '23 Sale 89.85 21,674 1,947,509 572,885 May 30 07:52 PM Sayiner Necip Director May 26 '23 Sale 89.95 4,500 404,756 0 May 30 07:52 PM Gupta Sunil VP of Operations May 26 '23 Sale 89.73 4,000 358,936 46,444 May 30 07:52 PM Bailey Doug VP Marketing May 26 '23 Sale 89.84 1,000 89,836 107,029 May 30 07:52 PM Barsan Radu VP of Technology, Engineering May 26 '23 Sale 89.83 151 13,564 40,230 May 30 07:52 PM Matthews David MH Chief Technical Officer May 22 '23 Sale 86.61 6,000 519,671 93,622 May 23 06:09 PM NAYYAR SANDEEP Chief Financial Officer May 22 '23 Sale 86.88 5,424 471,214 94,081 May 23 06:09 PM Bailey Doug VP Marketing May 17 '23 Sale 82.41 1,000 82,411 108,029 May 19 04:36 PM
Index RUT P/E - EPS (ttm) -0.77 Insider Own 9.04% Shs Outstand 155.32M Perf Week 1.17%
Market Cap 1.90B Forward P/E 39.85 EPS next Y 0.30 Insider Trans -13.71% Shs Float 142.75M Perf Month -13.12%
Income -116.55M PEG - EPS next Q 0.01 Inst Own 69.28% Short Float 4.47% Perf Quarter -34.45%
Sales 635.76M P/S 2.99 EPS this Y 1554.59% Inst Trans -0.67% Short Ratio 3.68 Perf Half Y -32.06%
Book/sh 3.97 P/B 3.06 EPS next Y 83.83% ROA -12.48% Short Interest 6.38M Perf Year 15.54%
Cash/sh 4.60 P/C 2.63 EPS next 5Y - ROE -17.78% 52W Range 9.91 - 21.26 Perf YTD -37.43%
Dividend Est. - P/FCF 143.67 EPS past 5Y -21.68% ROI -18.91% 52W High -42.99% Beta 1.51
Dividend TTM - Quick Ratio 2.70 Sales past 5Y 37.04% Gross Margin 51.87% 52W Low 22.30% ATR (14) 0.42
Dividend Ex-Date - Current Ratio 2.70 EPS Y/Y TTM 35.87% Oper. Margin -23.81% RSI (14) 26.31 Volatility 3.44% 2.88%
Employees 1295 Debt/Eq 0.01 Sales Y/Y TTM 21.39% Profit Margin -18.33% Recom 1.67 Target Price 22.72
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 62.29% Payout - Rel Volume 0.89 Prev Close 12.23
Sales Surprise 2.51% EPS Surprise 20100.00% Sales Q/Q 18.78% Earnings Apr 29 AMC Avg Volume 1.73M Price 12.12
SMA20 -7.98% SMA50 -17.30% SMA200 -28.98% Trades
Volume 1,548,327 Change -0.90%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-19-24 Downgrade Goldman
Neutral → Sell
$18 → $14
Oct-12-23 Initiated BMO Capital Markets
Outperform
$24
Jul-28-23 Upgrade Cantor Fitzgerald
Neutral → Overweight
$13 → $17
Feb-27-23 Downgrade Truist
Buy → Hold
$17.50 → $12
Feb-10-23 Downgrade Cantor Fitzgerald
Overweight → Neutral
$17 → $16
Jul-29-22 Downgrade UBS
Buy → Neutral
Jul-28-22 Downgrade Stifel
Buy → Hold
$26 → $14
Jul-28-22 Downgrade Raymond James
Outperform → Mkt Perform
Jul-28-22 Downgrade Goldman
Buy → Neutral
$23 → $14
Mar-30-22 Initiated Cantor Fitzgerald
Overweight
$30
Jan-07-22 Upgrade Goldman
Neutral → Buy
$32
Aug-04-21 Upgrade Raymond James
Mkt Perform → Outperform
$45
Jun-29-21 Resumed DA Davidson
Buy
$55 → $52
Jun-11-21 Resumed RBC Capital Mkts
Outperform
$50
Apr-26-21 Initiated William Blair
Outperform
Apr-26-21 Initiated UBS
Buy
$54
Apr-26-21 Initiated Truist
Buy
$54
Apr-26-21 Initiated Telsey Advisory Group
Outperform
Apr-26-21 Initiated Stifel
Buy
$52
Apr-26-21 Initiated Raymond James
Mkt Perform
Show Previous Ratings
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(Associated Press Finance)
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Coursera, Inc. is an online learning platform, which engages in the provision of online courses and degrees from universities and companies. It offers arts, chemistry, engineering, food, and nutrition, health, humanities, law, medicine, and music. The firm operates through the following segments: Consumer, Enterprise, and Degrees. The Consumer segment targets individual learners seeking to obtain hands-on learning, gain valuable job skills, receive professional-level certifications, and otherwise increase their knowledge to start or advance their careers. The Enterprise segment consists of serving businesses, governmental organizations, and academic institutions by providing an intuitive online platform with access to job-relevant educational content enabling them to train, upskill, and reskill their employees, citizens, and students, faculty, and staff, respectively. The Degrees segment consists of partnering with universities to deliver fully online bachelor's and master's degrees. Coursera was founded by Daphne Koller and Andrew Y. Ng in 2011 and is headquartered in Mountain View, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Maggioncalda Jeffrey Nacey President & CEO Apr 18 '24 Sale 11.91 50,000 595,505 2,177,496 Apr 22 05:26 PM Meyers Michele M VP, Accounting, and CAO Apr 18 '24 Sale 12.00 2,880 34,560 240,159 Apr 22 05:23 PM Ng Andrew Y. Director Apr 17 '24 Sale 11.95 25,000 298,840 7,033,074 Apr 18 06:04 PM Ng Andrew Y. Director Apr 16 '24 Option Exercise 1.68 50,000 84,000 7,108,074 Apr 18 06:04 PM Ng Andrew Y. Director Apr 16 '24 Sale 12.09 50,000 604,490 7,058,074 Apr 18 06:04 PM Maggioncalda Jeffrey Nacey President & CEO Apr 11 '24 Sale 13.14 50,000 656,760 2,227,496 Apr 15 05:17 PM Maggioncalda Jeffrey Nacey President & CEO Mar 28 '24 Sale 14.06 50,000 703,205 2,277,496 Apr 01 05:12 PM Belsky Leah F. Chief Revenue Officer Mar 21 '24 Option Exercise 7.91 10,000 79,100 913,282 Mar 25 06:18 PM Belsky Leah F. Chief Revenue Officer Mar 21 '24 Sale 14.46 10,000 144,589 903,282 Mar 25 06:18 PM Ng Andrew Y. Director Mar 20 '24 Sale 14.44 25,000 361,070 7,058,074 Mar 21 06:02 PM Meyers Michele M VP, Accounting, and CAO Mar 20 '24 Sale 14.43 2,880 41,545 243,039 Mar 20 08:00 PM Ng Andrew Y. Director Mar 19 '24 Option Exercise 1.68 50,000 84,000 7,133,074 Mar 21 06:02 PM Ng Andrew Y. Director Mar 19 '24 Sale 14.18 50,000 709,200 7,083,074 Mar 21 06:02 PM Maggioncalda Jeffrey Nacey President & CEO Mar 14 '24 Sale 14.45 50,000 722,555 2,327,496 Mar 18 04:57 PM Maggioncalda Jeffrey Nacey President & CEO Feb 29 '24 Sale 15.94 50,000 797,180 2,377,496 Mar 04 05:33 PM Belsky Leah F. Chief Revenue Officer Feb 27 '24 Sale 16.29 42,756 696,589 837,338 Feb 29 05:02 PM Ng Andrew Y. Director Feb 21 '24 Sale 16.22 25,000 405,442 7,083,074 Feb 22 05:19 PM Ng Andrew Y. Director Feb 20 '24 Option Exercise 1.68 50,000 84,000 7,158,074 Feb 22 05:19 PM Ng Andrew Y. Director Feb 20 '24 Sale 16.49 50,000 824,340 7,108,074 Feb 22 05:19 PM Goli Shravan Chief Operating Officer Feb 20 '24 Sale 16.48 35,450 584,294 737,641 Feb 20 07:11 PM Cardenas Alan B SVP, General Counsel Feb 20 '24 Sale 16.54 5,864 97,010 167,798 Feb 20 07:08 PM Maggioncalda Jeffrey Nacey President & CEO Feb 15 '24 Option Exercise 2.56 22,595 57,843 2,574,525 Feb 20 06:51 PM Maggioncalda Jeffrey Nacey President & CEO Feb 15 '24 Sale 16.85 50,000 842,330 2,524,525 Feb 20 06:51 PM Meyers Michele M VP, Accounting, and CAO Feb 15 '24 Sale 16.86 2,540 42,818 206,059 Feb 20 06:55 PM Clark Amanda Director Feb 15 '24 Sale 16.85 1,562 26,317 67,252 Feb 20 07:00 PM HAHN KENNETH R SVP, Chief Financial Officer Feb 14 '24 Option Exercise 6.06 5,000 30,300 557,715 Feb 16 05:34 PM HAHN KENNETH R SVP, Chief Financial Officer Feb 14 '24 Sale 17.01 25,000 425,245 532,715 Feb 16 05:34 PM Maggioncalda Jeffrey Nacey President & CEO Feb 02 '24 Option Exercise 2.56 25,000 64,000 2,576,930 Feb 05 05:34 PM Maggioncalda Jeffrey Nacey President & CEO Feb 02 '24 Sale 20.14 25,000 503,542 2,551,930 Feb 05 05:34 PM Maggioncalda Jeffrey Nacey President & CEO Feb 01 '24 Option Exercise 2.56 50,000 128,000 2,601,930 Feb 05 05:34 PM Maggioncalda Jeffrey Nacey President & CEO Feb 01 '24 Sale 19.20 50,000 959,935 2,551,930 Feb 05 05:34 PM Maggioncalda Jeffrey Nacey President & CEO Jan 29 '24 Option Exercise 2.56 50,000 128,000 2,601,930 Jan 31 05:39 PM Maggioncalda Jeffrey Nacey President & CEO Jan 29 '24 Sale 20.06 50,000 1,002,895 2,551,930 Jan 31 05:39 PM HAHN KENNETH R SVP, Chief Financial Officer Jan 23 '24 Option Exercise 6.06 5,000 30,300 557,715 Jan 25 05:35 PM HAHN KENNETH R SVP, Chief Financial Officer Jan 23 '24 Sale 18.39 5,000 91,945 552,715 Jan 25 05:35 PM Goli Shravan Chief Operating Officer Jan 22 '24 Option Exercise 2.23 8,750 19,512 818,273 Jan 24 05:31 PM Goli Shravan Chief Operating Officer Jan 22 '24 Sale 17.96 8,750 157,179 809,523 Jan 24 05:31 PM Maggioncalda Jeffrey Nacey President & CEO Jan 18 '24 Option Exercise 2.56 50,000 128,000 2,601,930 Jan 22 05:34 PM Maggioncalda Jeffrey Nacey President & CEO Jan 18 '24 Sale 19.43 50,000 971,390 2,551,930 Jan 22 05:34 PM Ng Andrew Y. Director Jan 17 '24 Sale 19.29 25,000 482,370 7,108,074 Jan 18 06:27 PM Ng Andrew Y. Director Jan 16 '24 Option Exercise 1.68 50,000 84,000 7,183,074 Jan 18 06:27 PM Ng Andrew Y. Director Jan 16 '24 Sale 19.59 50,000 979,550 7,133,074 Jan 18 06:27 PM Maggioncalda Jeffrey Nacey President & CEO Jan 04 '24 Option Exercise 2.56 50,000 128,000 2,601,930 Jan 08 04:50 PM Maggioncalda Jeffrey Nacey President & CEO Jan 04 '24 Sale 19.09 50,000 954,320 2,551,930 Jan 08 04:50 PM Goli Shravan Chief Operating Officer Jan 02 '24 Option Exercise 2.23 43,753 97,569 853,276 Jan 04 04:33 PM Goli Shravan Chief Operating Officer Jan 02 '24 Sale 19.15 43,753 837,826 809,523 Jan 04 04:33 PM Maggioncalda Jeffrey Nacey President & CEO Dec 26 '23 Option Exercise 2.56 11,048 28,283 2,562,978 Dec 26 07:14 PM Maggioncalda Jeffrey Nacey President & CEO Dec 26 '23 Sale 20.01 11,048 221,025 2,551,930 Dec 26 07:14 PM Goli Shravan Chief Operating Officer Dec 22 '23 Option Exercise 2.23 17,501 39,027 827,024 Dec 27 04:54 PM Maggioncalda Jeffrey Nacey President & CEO Dec 22 '23 Option Exercise 2.56 13,952 35,717 2,565,882 Dec 26 07:14 PM Goli Shravan Chief Operating Officer Dec 22 '23 Sale 19.94 17,501 348,910 809,523 Dec 27 04:54 PM Maggioncalda Jeffrey Nacey President & CEO Dec 22 '23 Sale 20.03 13,952 279,456 2,551,930 Dec 26 07:14 PM Maggioncalda Jeffrey Nacey President & CEO Dec 21 '23 Option Exercise 2.56 50,000 128,000 2,601,930 Dec 26 07:14 PM Maggioncalda Jeffrey Nacey President & CEO Dec 21 '23 Sale 19.80 50,000 989,975 2,551,930 Dec 26 07:14 PM Ng Andrew Y. Director Dec 20 '23 Sale 20.06 38,305 768,280 7,133,074 Dec 21 05:28 PM Ng Andrew Y. Director Dec 19 '23 Option Exercise 1.68 50,000 84,000 7,221,379 Dec 21 05:28 PM Ng Andrew Y. Director Dec 19 '23 Sale 20.18 50,000 1,009,080 7,171,379 Dec 21 05:28 PM Goli Shravan Chief Operating Officer Dec 15 '23 Option Exercise 2.55 43,753 111,769 853,276 Dec 19 05:06 PM Goli Shravan Chief Operating Officer Dec 15 '23 Sale 20.07 43,753 878,066 809,523 Dec 19 05:06 PM HAHN KENNETH R SVP, Chief Financial Officer Dec 14 '23 Option Exercise 6.06 9,091 55,091 561,806 Dec 18 05:10 PM HAHN KENNETH R SVP, Chief Financial Officer Dec 14 '23 Sale 21.11 9,091 191,951 552,715 Dec 18 05:10 PM HAHN KENNETH R SVP, Chief Financial Officer Dec 11 '23 Option Exercise 6.06 23,869 144,646 576,584 Dec 13 05:08 PM HAHN KENNETH R SVP, Chief Financial Officer Dec 11 '23 Sale 21.06 23,869 502,777 552,715 Dec 13 05:08 PM Maggioncalda Jeffrey Nacey President & CEO Dec 07 '23 Option Exercise 2.56 75,000 192,000 2,626,930 Dec 11 04:48 PM Maggioncalda Jeffrey Nacey President & CEO Dec 07 '23 Sale 20.59 75,000 1,544,505 2,551,930 Dec 11 04:48 PM HAHN KENNETH R SVP, Chief Financial Officer Dec 06 '23 Option Exercise 6.06 24,951 151,203 577,666 Dec 06 07:24 PM HAHN KENNETH R SVP, Chief Financial Officer Dec 06 '23 Sale 21.06 24,951 525,588 552,715 Dec 06 07:24 PM Maggioncalda Jeffrey Nacey President & CEO Dec 04 '23 Option Exercise 2.56 155,197 397,304 2,707,127 Dec 06 05:33 PM HAHN KENNETH R SVP, Chief Financial Officer Dec 04 '23 Option Exercise 6.06 5,000 30,300 557,715 Dec 06 07:24 PM Maggioncalda Jeffrey Nacey President & CEO Dec 04 '23 Sale 20.21 155,197 3,136,252 2,551,930 Dec 06 05:33 PM HAHN KENNETH R SVP, Chief Financial Officer Dec 04 '23 Sale 20.32 5,000 101,579 552,715 Dec 06 07:24 PM Maggioncalda Jeffrey Nacey President & CEO Dec 01 '23 Option Exercise 2.56 123,422 315,960 2,675,352 Dec 01 06:14 PM Goli Shravan Chief Operating Officer Dec 01 '23 Option Exercise 2.23 23,725 52,907 833,248 Dec 04 05:06 PM Maggioncalda Jeffrey Nacey President & CEO Dec 01 '23 Sale 20.15 123,422 2,487,237 2,551,930 Dec 01 06:14 PM Goli Shravan Chief Operating Officer Dec 01 '23 Sale 20.06 23,725 475,838 809,523 Dec 04 05:06 PM Meyers Michele M VP, Accounting, and CAO Dec 01 '23 Sale 20.07 5,400 108,386 216,014 Dec 05 05:02 PM Maggioncalda Jeffrey Nacey President & CEO Nov 30 '23 Option Exercise 2.56 4,200 10,752 2,556,130 Dec 01 06:14 PM Goli Shravan Chief Operating Officer Nov 30 '23 Option Exercise 2.23 1,200 2,676 810,723 Dec 04 05:06 PM Maggioncalda Jeffrey Nacey President & CEO Nov 30 '23 Sale 20.01 4,200 84,035 2,551,930 Dec 01 06:14 PM Goli Shravan Chief Operating Officer Nov 30 '23 Sale 20.02 1,200 24,019 809,523 Dec 04 05:06 PM Maggioncalda Jeffrey Nacey President & CEO Nov 29 '23 Option Exercise 2.56 33,682 86,226 2,585,612 Dec 01 06:14 PM Goli Shravan Chief Operating Officer Nov 29 '23 Option Exercise 2.23 31,275 69,743 840,798 Nov 29 06:05 PM JACQUET RICHARD J SVP, Chief People Officer Nov 29 '23 Option Exercise 7.91 3,122 24,695 237,085 Nov 30 05:19 PM Maggioncalda Jeffrey Nacey President & CEO Nov 29 '23 Sale 20.06 33,682 675,523 2,551,930 Dec 01 06:14 PM Goli Shravan Chief Operating Officer Nov 29 '23 Sale 20.06 31,275 627,305 809,523 Nov 29 06:05 PM JACQUET RICHARD J SVP, Chief People Officer Nov 29 '23 Sale 20.02 3,122 62,501 233,963 Nov 30 05:19 PM JACQUET RICHARD J SVP, Chief People Officer Nov 28 '23 Option Exercise 7.91 2,987 23,627 236,950 Nov 30 05:19 PM Maggioncalda Jeffrey Nacey President & CEO Nov 28 '23 Option Exercise 2.56 8,499 21,757 2,560,429 Nov 28 07:10 PM Goli Shravan Chief Operating Officer Nov 28 '23 Option Exercise 2.23 2,137 4,766 811,660 Nov 29 06:05 PM Maggioncalda Jeffrey Nacey President & CEO Nov 28 '23 Sale 20.00 8,499 169,992 2,551,930 Nov 28 07:10 PM JACQUET RICHARD J SVP, Chief People Officer Nov 28 '23 Sale 20.00 2,987 59,740 233,963 Nov 30 05:19 PM Goli Shravan Chief Operating Officer Nov 28 '23 Sale 20.00 2,137 42,740 809,523 Nov 29 06:05 PM Goli Shravan Chief Operating Officer Nov 27 '23 Option Exercise 2.23 61,254 136,596 870,777 Nov 29 06:05 PM Goli Shravan Chief Operating Officer Nov 27 '23 Sale 19.80 61,254 1,212,645 809,523 Nov 29 06:05 PM Maggioncalda Jeffrey Nacey President & CEO Nov 24 '23 Option Exercise 2.56 50,000 128,000 2,601,930 Nov 28 07:10 PM Maggioncalda Jeffrey Nacey President & CEO Nov 24 '23 Sale 19.60 50,000 979,865 2,551,930 Nov 28 07:10 PM Belsky Leah F. Chief Revenue Officer Nov 17 '23 Sale 19.30 38,107 735,644 920,191 Nov 17 06:55 PM Goli Shravan Chief Operating Officer Nov 17 '23 Sale 19.30 36,240 699,602 809,523 Nov 17 07:00 PM JACQUET RICHARD J SVP, Chief People Officer Nov 17 '23 Sale 19.30 33,639 649,374 233,963 Nov 20 06:09 PM Cardenas Alan B SVP, General Counsel Nov 17 '23 Sale 19.31 7,696 148,582 179,486 Nov 17 06:58 PM
Index RUT P/E - EPS (ttm) -0.72 Insider Own 50.21% Shs Outstand 157.17M Perf Week 2.41%
Market Cap 1.61B Forward P/E 46.91 EPS next Y 0.22 Insider Trans -0.37% Shs Float 78.71M Perf Month -7.52%
Income -107.29M PEG - EPS next Q -0.01 Inst Own 38.88% Short Float 5.73% Perf Quarter -27.07%
Sales 728.94M P/S 2.21 EPS this Y 44.33% Inst Trans 0.85% Short Ratio 5.06 Perf Half Y 10.86%
Book/sh 2.27 P/B 4.50 EPS next Y 1407.96% ROA -14.51% Short Interest 4.51M Perf Year 13.95%
Cash/sh 3.04 P/C 3.36 EPS next 5Y - ROE -30.82% 52W Range 8.17 - 16.01 Perf YTD -30.69%
Dividend Est. - P/FCF - EPS past 5Y -9.38% ROI -29.97% 52W High -36.23% Beta 2.12
Dividend TTM - Quick Ratio 1.56 Sales past 5Y 28.35% Gross Margin 57.36% 52W Low 24.97% ATR (14) 0.30
Dividend Ex-Date - Current Ratio 1.56 EPS Y/Y TTM 33.84% Oper. Margin -15.31% RSI (14) 39.55 Volatility 2.78% 2.55%
Employees 1443 Debt/Eq 0.02 Sales Y/Y TTM 15.87% Profit Margin -14.72% Recom 1.58 Target Price 15.35
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 64.19% Payout - Rel Volume 0.51 Prev Close 10.22
Sales Surprise 1.89% EPS Surprise 211.11% Sales Q/Q 14.65% Earnings May 02 AMC Avg Volume 891.47K Price 10.21
SMA20 -2.29% SMA50 -7.52% SMA200 -12.54% Trades
Volume 456,112 Change -0.10%
Date
Action
Analyst
Rating Change
Price Target Change
Oct-19-23 Resumed BofA Securities
Buy
$13
Jul-18-22 Downgrade Piper Sandler
Overweight → Neutral
$13 → $11
Mar-30-22 Initiated Cantor Fitzgerald
Overweight
$22
Mar-17-22 Initiated Berenberg
Buy
$30
Nov-23-21 Initiated William Blair
Outperform
Nov-23-21 Initiated Truist
Buy
$42
Nov-23-21 Initiated Robert W. Baird
Outperform
$42
Nov-23-21 Initiated Piper Sandler
Overweight
$37
Nov-23-21 Initiated Needham
Buy
$37
Nov-23-21 Initiated Morgan Stanley
Equal-Weight
$36
Nov-23-21 Initiated KeyBanc Capital Markets
Overweight
$37
Nov-23-21 Initiated JP Morgan
Neutral
$35
Nov-23-21 Initiated Jefferies
Hold
$32
Nov-23-21 Initiated Citigroup
Buy
$45
Nov-23-21 Initiated BofA Securities
Buy
$40
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(Thomson Reuters StreetEvents)
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Udemy, Inc. operates online learning and teaching marketplace. It provides the tools that learners, instructors, and organizations need to achieve their goals. The firm operates through two segments: The Consumer segment targets individual learners seeking to obtain hands-on learning, gain valuable job skills to advance their professional careers, or learn a new personal skill. The Enterprise segment is focused on helping business and government customers upskill and reskill their employees and public servants. The company was founded by Eren Bali and Oktay Caglar in January 2010 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Bali Eren Director Apr 01 '24 Sale 10.96 15,000 164,400 1,661,050 Apr 02 04:05 PM Bali Eren Director Mar 15 '24 Sale 10.97 15,000 164,550 1,676,050 Mar 19 05:25 PM Brown Gregory Scott President and CEO Mar 06 '24 Sale 11.04 10,000 110,400 1,163,328 Mar 07 06:57 PM Venugopal Venu Chief Technology Officer Feb 20 '24 Sale 10.82 6,981 75,534 334,319 Feb 22 04:49 PM Venugopal Venu Chief Technology Officer Feb 01 '24 Option Exercise 3.12 4,000 12,480 356,013 Feb 05 05:34 PM Venugopal Venu Chief Technology Officer Feb 01 '24 Sale 13.79 4,000 55,160 352,013 Feb 05 05:34 PM Venugopal Venu Chief Technology Officer Jan 02 '24 Option Exercise 3.12 4,000 12,480 356,013 Jan 04 08:07 PM Bali Eren Director Jan 02 '24 Sale 14.11 15,000 211,650 1,691,050 Jan 04 08:06 PM Venugopal Venu Chief Technology Officer Jan 02 '24 Sale 14.11 4,000 56,440 352,013 Jan 04 08:07 PM Sudbury Stephanie Stapleton President, Udemy Business Dec 27 '23 Option Exercise 5.12 13,758 70,397 234,611 Dec 29 04:03 PM Bali Eren Director Dec 14 '23 Sale 16.00 4,188 67,008 1,706,050 Dec 15 05:52 PM Venugopal Venu Chief Technology Officer Dec 08 '23 Option Exercise 3.12 28,000 87,360 385,512 Dec 12 04:35 PM Venugopal Venu Chief Technology Officer Dec 08 '23 Sale 15.00 28,000 420,000 357,512 Dec 12 04:35 PM Hirschman Kenneth General Counsel Dec 08 '23 Sale 15.00 10,000 150,000 217,501 Dec 12 04:36 PM Brown Gregory Scott President and CEO Dec 06 '23 Sale 14.63 10,000 146,300 1,047,347 Dec 08 05:18 PM Bali Eren Director Dec 04 '23 Sale 14.74 15,000 221,100 1,710,238 Dec 05 05:01 PM Venugopal Venu Chief Technology Officer Dec 01 '23 Option Exercise 3.12 4,000 12,480 361,512 Dec 05 05:00 PM Venugopal Venu Chief Technology Officer Dec 01 '23 Sale 14.72 4,000 58,880 357,512 Dec 05 05:00 PM Venugopal Venu Chief Technology Officer Nov 20 '23 Buy 8.13 980 7,967 357,512 Nov 22 05:38 PM Hirschman Kenneth General Counsel Nov 20 '23 Buy 8.13 766 6,228 227,501 Nov 22 05:40 PM Venugopal Venu Chief Technology Officer Nov 17 '23 Sale 13.89 10,733 149,081 356,532 Nov 17 05:51 PM Blanchard Sarah Chief Financial Officer Nov 15 '23 Sale 13.74 36,343 499,353 1,064,842 Nov 17 04:51 PM Brown Gregory Scott President and CEO Nov 15 '23 Sale 13.74 33,064 454,299 1,057,347 Nov 17 04:49 PM Venugopal Venu Chief Technology Officer Nov 15 '23 Sale 13.74 10,197 140,107 367,265 Nov 17 05:51 PM Qiu Richard President, New Ventures Nov 15 '23 Sale 13.50 9,672 130,572 534,082 Nov 16 06:07 PM Hirschman Kenneth General Counsel Nov 15 '23 Sale 13.74 4,608 63,314 226,735 Nov 17 04:47 PM Qiu Richard President, New Ventures Nov 15 '23 Sale 13.74 4,400 60,456 529,682 Nov 17 04:46 PM Sudbury Stephanie Stapleton President, Udemy Business Nov 15 '23 Sale 13.74 1,785 24,526 223,245 Nov 17 04:45 PM Qiu Richard President, New Ventures Nov 14 '23 Sale 13.50 200 2,700 543,754 Nov 16 06:07 PM Bali Eren Director Nov 06 '23 Sale 11.89 15,000 178,398 1,725,238 Nov 07 05:32 PM Venugopal Venu Chief Technology Officer Nov 03 '23 Option Exercise 3.12 24,000 74,880 405,670 Nov 07 05:31 PM Venugopal Venu Chief Technology Officer Nov 03 '23 Sale 12.00 28,208 338,496 377,462 Nov 07 05:31 PM Bali Eren Director Oct 02 '23 Sale 9.45 15,000 141,750 1,740,238 Oct 03 06:25 PM Brown Gregory Scott President and CEO Sep 15 '23 Sale 9.95 7,838 77,988 1,090,411 Sep 19 06:10 PM Venugopal Venu Chief Technology Officer Sep 15 '23 Sale 9.95 3,645 36,268 381,670 Sep 19 06:03 PM Blanchard Sarah Chief Financial Officer Sep 15 '23 Sale 9.95 3,502 34,845 1,101,185 Sep 19 06:12 PM Sudbury Stephanie Stapleton President, Udemy Business Sep 15 '23 Sale 9.95 2,273 22,616 225,030 Sep 19 06:05 PM Hirschman Kenneth General Counsel Sep 15 '23 Sale 9.95 1,367 13,602 231,343 Sep 19 06:08 PM Qiu Richard President, New Ventures Sep 15 '23 Sale 9.95 642 6,388 543,954 Sep 19 06:07 PM Brown Gregory Scott President and CEO Sep 06 '23 Sale 10.22 10,000 102,200 1,098,249 Sep 07 07:02 PM Bali Eren Director Sep 05 '23 Sale 10.51 15,000 157,650 1,755,238 Sep 06 04:50 PM Venugopal Venu Chief Technology Officer Aug 25 '23 Sale 10.37 9,216 95,570 385,315 Aug 28 08:48 PM Blanchard Sarah Chief Financial Officer Aug 24 '23 Sale 10.39 38,350 398,456 1,104,687 Aug 28 08:51 PM Brown Gregory Scott President and CEO Aug 24 '23 Sale 10.39 34,889 362,497 1,108,249 Aug 28 08:57 PM Venugopal Venu Chief Technology Officer Aug 24 '23 Sale 10.39 7,506 77,987 394,531 Aug 28 08:48 PM Hirschman Kenneth SVP, Operations and GC Aug 24 '23 Sale 10.39 4,863 50,527 232,710 Aug 28 08:56 PM Qiu Richard President, New Ventures Aug 24 '23 Sale 10.39 4,610 47,898 544,596 Aug 28 08:55 PM Sudbury Stephanie Stapleton President, Udemy Business Aug 24 '23 Sale 10.39 1,884 19,575 227,303 Aug 28 08:50 PM Bali Eren Director Aug 07 '23 Sale 10.51 15,000 157,650 1,770,238 Aug 09 09:28 AM Bali Eren Director Jul 03 '23 Sale 10.68 15,000 160,200 1,785,238 Jul 05 01:00 PM Brown Gregory Scott President and CEO Jun 15 '23 Sale 10.65 7,668 81,664 1,143,138 Jun 16 06:32 PM Venugopal Venu Chief Technology Officer Jun 15 '23 Sale 10.65 3,566 37,978 402,037 Jun 20 06:53 PM Blanchard Sarah Chief Financial Officer Jun 15 '23 Sale 10.65 3,426 36,487 1,143,037 Jun 20 06:59 PM Sudbury Stephanie Stapleton President, Udemy Business Jun 15 '23 Sale 10.65 2,224 23,686 229,187 Jun 20 06:54 PM Hirschman Kenneth SVP, Operations and GC Jun 15 '23 Sale 10.65 1,338 14,250 237,573 Jun 20 06:58 PM Qiu Richard President, New Ventures Jun 15 '23 Sale 10.65 628 6,688 549,206 Jun 20 06:56 PM Brown Gregory Scott President and CEO Jun 14 '23 Sale 10.74 10,000 107,400 1,150,806 Jun 16 06:32 PM Bali Eren Director Jun 05 '23 Sale 10.77 15,000 161,550 1,781,648 Jun 06 05:30 PM Venugopal Venu Chief Technology Officer May 26 '23 Sale 9.91 5,236 51,889 405,603 May 30 06:59 PM Blanchard Sarah Chief Financial Officer May 25 '23 Sale 9.68 36,543 353,736 1,146,463 May 30 07:02 PM Brown Gregory Scott President and CEO May 25 '23 Sale 9.68 31,920 308,986 1,160,806 May 30 07:04 PM Venugopal Venu Chief Technology Officer May 25 '23 Sale 9.68 7,152 69,231 410,839 May 30 06:59 PM Gune Prasad SVP, Product May 25 '23 Sale 9.68 6,095 59,000 262,363 May 30 07:07 PM Argerich Llibert SVP, Marketing May 25 '23 Sale 9.68 5,212 50,452 342,154 May 30 07:01 PM Hirschman Kenneth SVP, Operations and GC May 25 '23 Sale 9.68 4,635 44,867 238,911 May 30 07:09 PM Qiu Richard President, New Ventures May 25 '23 Sale 9.68 4,392 42,515 549,834 May 30 07:10 PM Sudbury Stephanie Stapleton President, Udemy Business May 25 '23 Sale 9.68 1,798 17,405 231,411 May 30 07:12 PM Bali Eren Director May 01 '23 Sale 9.01 15,000 135,150 1,796,648 May 03 07:27 PM
Index NDX, S&P 500 P/E 45.88 EPS (ttm) 6.40 Insider Own 1.29% Shs Outstand 323.10M Perf Week 6.72%
Market Cap 94.83B Forward P/E 48.01 EPS next Y 6.11 Insider Trans -21.87% Shs Float 318.94M Perf Month 2.34%
Income 2.28B PEG 2.57 EPS next Q 1.25 Inst Own 82.18% Short Float 3.88% Perf Quarter -14.73%
Sales 7.53B P/S 12.60 EPS this Y 24.20% Inst Trans -1.29% Short Ratio 2.04 Perf Half Y 20.73%
Book/sh 13.50 P/B 21.74 EPS next Y 10.85% ROA 14.48% Short Interest 12.36M Perf Year 51.87%
Cash/sh 10.45 P/C 28.08 EPS next 5Y 17.83% ROE 89.52% 52W Range 176.30 - 380.84 Perf YTD -0.47%
Dividend Est. - P/FCF 32.45 EPS past 5Y - ROI 48.23% 52W High -22.94% Beta 1.18
Dividend TTM - Quick Ratio 0.79 Sales past 5Y 24.90% Gross Margin 74.05% 52W Low 66.47% ATR (14) 8.38
Dividend Ex-Date - Current Ratio 0.79 EPS Y/Y TTM 6459.12% Oper. Margin 7.98% RSI (14) 58.10 Volatility 2.93% 2.48%
Employees 13948 Debt/Eq 0.50 Sales Y/Y TTM 22.28% Profit Margin 30.24% Recom 1.73 Target Price 334.35
Option/Short Yes / Yes LT Debt/Eq 0.08 EPS Q/Q 1824.54% Payout 0.00% Rel Volume 0.67 Prev Close 281.68
Sales Surprise 0.21% EPS Surprise 12.34% Sales Q/Q 19.33% Earnings Feb 20 AMC Avg Volume 6.04M Price 293.49
SMA20 5.74% SMA50 -0.72% SMA200 7.41% Trades
Volume 4,066,004 Change 4.19%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-21-24 Downgrade Rosenblatt
Buy → Neutral
$290 → $265
Feb-21-24 Downgrade Piper Sandler
Overweight → Neutral
$350 → $300
Feb-21-24 Downgrade Northland Capital
Outperform → Market Perform
$275
Feb-21-24 Downgrade Loop Capital
Buy → Hold
$300
Feb-21-24 Downgrade CapitalOne
Overweight → Equal Weight
$302
Jan-18-24 Initiated Bernstein
Outperform
$402
Dec-18-23 Downgrade Raymond James
Outperform → Mkt Perform
Dec-15-23 Initiated Susquehanna
Positive
$400
Nov-16-23 Downgrade BofA Securities
Buy → Neutral
Oct-25-23 Initiated Needham
Buy
$305
Oct-18-23 Initiated DZ Bank
Buy
$310
Sep-29-23 Initiated HSBC Securities
Hold
$242
Aug-21-23 Reiterated BTIG Research
Buy
$259 → $270
May-24-23 Reiterated Wolfe Research
Outperform
$210 → $225
May-24-23 Reiterated Wells Fargo
Overweight
$250 → $265
May-24-23 Reiterated UBS
Neutral
$200 → $220
May-24-23 Reiterated TD Cowen
Outperform
$207 → $235
May-24-23 Reiterated Stifel
Buy
$225 → $240
May-24-23 Reiterated Scotiabank
Sector Outperform
$212 → $222
May-24-23 Reiterated Robert W. Baird
Outperform
$230 → $235
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(Investor's Business Daily)
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Mar-31-24 08:35AM
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Mar-27-24 10:00AM
(The Wall Street Journal)
Mar-26-24 04:03PM
(Investor's Business Daily)
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(Investor's Business Daily)
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(Associated Press Finance)
Mar-06-24 03:38PM
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Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Klarich Lee EVP, Chief Product Officer Apr 05 '24 Option Exercise 64.50 60,000 3,870,198 234,075 Apr 09 04:30 PM Klarich Lee EVP, Chief Product Officer Apr 05 '24 Sale 268.04 60,000 16,082,453 174,075 Apr 09 04:30 PM ZUK NIR EVP, Chief Technology Officer Apr 01 '24 Sale 280.46 36,000 10,096,399 1,331,567 Apr 03 04:30 PM Paul Josh D. Chief Accounting Officer Apr 01 '24 Sale 285.09 250 71,272 26,294 Apr 03 04:30 PM Klarich Lee EVP, Chief Product Officer Mar 11 '24 Option Exercise 64.50 60,000 3,870,198 258,105 Mar 13 05:00 PM Klarich Lee EVP, Chief Product Officer Mar 11 '24 Sale 284.33 60,000 17,059,885 198,105 Mar 13 05:00 PM Paul Josh D. Chief Accounting Officer Mar 07 '24 Sale 280.00 1,050 294,000 27,247 Mar 08 04:00 PM ZUK NIR EVP, Chief Technology Officer Mar 01 '24 Sale 301.71 36,000 10,861,624 1,367,567 Mar 05 04:30 PM Golechha Dipak EVP, Chief Financial Officer Mar 01 '24 Sale 311.53 2,500 778,825 68,493 Mar 04 04:31 PM Jenkins William D Jr President Feb 23 '24 Sale 280.13 1,867 523,004 25,812 Feb 26 04:30 PM McCarthy Mary Pat Director Feb 21 '24 Sale 266.95 1,000 266,948 43,517 Feb 22 04:31 PM Donovan John Director Feb 08 '24 Sale 366.96 69,240 25,408,559 0 Feb 09 04:00 PM Donovan John Director Feb 07 '24 Sale 366.02 1,700 622,228 5,844 Feb 09 04:00 PM ZUK NIR EVP, Chief Technology Officer Feb 01 '24 Sale 338.58 36,000 12,188,714 1,403,567 Feb 05 04:00 PM Donovan John Director Feb 01 '24 Sale 338.44 5,036 1,704,377 28,184 Feb 02 04:00 PM Klarich Lee EVP, Chief Product Officer Jan 29 '24 Option Exercise 64.50 45,000 2,902,648 243,105 Jan 31 04:50 PM Klarich Lee EVP, Chief Product Officer Jan 29 '24 Sale 343.03 45,000 15,436,330 198,105 Jan 31 04:50 PM Donovan John Director Jan 16 '24 Sale 330.04 8,100 2,673,286 30,352 Jan 16 05:23 PM Donovan John Director Jan 12 '24 Sale 330.03 7,000 2,310,189 33,352 Jan 16 05:23 PM Donovan John Director Jan 09 '24 Sale 300.07 15,100 4,530,991 36,852 Jan 10 06:09 PM Donovan John Director Jan 08 '24 Sale 288.57 20,136 5,810,554 43,352 Jan 10 06:09 PM ZUK NIR EVP, Chief Technology Officer Jan 02 '24 Sale 288.63 36,000 10,390,836 1,439,567 Jan 03 06:14 PM Key John P. Director Dec 18 '23 Sale 308.74 2,297 709,176 14,802 Dec 19 04:36 PM Golechha Dipak EVP, Chief Financial Officer Dec 13 '23 Sale 305.04 2,500 762,600 74,171 Dec 13 05:31 PM Arora Nikesh Chief Executive Officer Dec 12 '23 Option Exercise 66.17 300,000 19,850,010 1,145,116 Dec 13 08:06 PM Arora Nikesh Chief Executive Officer Dec 12 '23 Sale 305.80 300,000 91,738,710 845,116 Dec 13 08:06 PM Arora Nikesh Chief Executive Officer Dec 11 '23 Option Exercise 66.17 5,240 346,714 850,356 Dec 13 08:06 PM Arora Nikesh Chief Executive Officer Dec 11 '23 Sale 300.01 5,240 1,572,060 845,116 Dec 13 08:06 PM McCarthy Mary Pat Director Dec 11 '23 Sale 298.31 1,000 298,306 44,517 Feb 22 04:31 PM Klarich Lee EVP, Chief Product Officer Dec 04 '23 Option Exercise 64.50 45,000 2,902,648 230,217 Dec 05 05:37 PM Klarich Lee EVP, Chief Product Officer Dec 04 '23 Sale 286.59 45,000 12,896,492 185,217 Dec 05 05:37 PM ZUK NIR EVP, Chief Technology Officer Dec 01 '23 Sale 294.50 36,000 10,601,943 1,475,567 Dec 05 05:13 PM Paul Josh D. Chief Accounting Officer Dec 01 '23 Sale 292.31 450 131,540 29,185 Dec 05 05:11 PM Arora Nikesh Chief Executive Officer Nov 27 '23 Option Exercise 66.17 178,474 11,809,036 1,044,869 Nov 28 04:29 PM Arora Nikesh Chief Executive Officer Nov 27 '23 Sale 268.19 178,474 47,865,346 866,395 Nov 28 04:29 PM Arora Nikesh Chief Executive Officer Nov 24 '23 Option Exercise 66.17 30,678 2,029,862 897,073 Nov 28 04:29 PM Arora Nikesh Chief Executive Officer Nov 24 '23 Sale 266.15 30,678 8,164,827 866,395 Nov 28 04:29 PM Arora Nikesh Chief Executive Officer Nov 22 '23 Option Exercise 66.17 40,848 2,702,777 907,243 Nov 27 05:11 PM Arora Nikesh Chief Executive Officer Nov 22 '23 Sale 267.07 40,848 10,909,268 866,395 Nov 27 05:11 PM Klarich Lee EVP, Chief Product Officer Nov 03 '23 Option Exercise 64.50 45,000 2,902,648 230,217 Nov 07 04:18 PM Klarich Lee EVP, Chief Product Officer Nov 03 '23 Sale 243.48 45,000 10,956,386 185,217 Nov 07 04:18 PM ZUK NIR EVP, Chief Technology Officer Nov 01 '23 Sale 243.05 36,000 8,749,741 1,511,567 Nov 03 04:40 PM Paul Josh D. Chief Accounting Officer Nov 01 '23 Sale 245.00 250 61,250 30,285 Nov 03 04:40 PM Klarich Lee EVP, Chief Product Officer Oct 02 '23 Option Exercise 64.50 45,000 2,902,648 222,213 Oct 03 04:55 PM Klarich Lee EVP, Chief Product Officer Oct 02 '23 Sale 235.86 45,000 10,613,868 177,213 Oct 03 04:55 PM ZUK NIR EVP, Chief Technology Officer Oct 02 '23 Sale 235.81 36,000 8,489,176 1,522,898 Oct 03 04:52 PM Bawa Aparna Director Sep 14 '23 Sale 245.59 554 136,056 2,690 Sep 15 04:16 PM Jenkins William D Jr President Sep 07 '23 Sale 245.01 2,040 499,820 37,352 Sep 08 04:33 PM Klarich Lee EVP, Chief Product Officer Sep 01 '23 Option Exercise 64.50 45,000 2,902,648 222,213 Sep 01 07:36 PM Klarich Lee EVP, Chief Product Officer Sep 01 '23 Sale 242.04 45,000 10,891,616 177,213 Sep 01 07:36 PM ZUK NIR EVP, Chief Technology Officer Sep 01 '23 Sale 241.99 36,000 8,711,563 1,558,898 Sep 01 06:49 PM Paul Josh D. Chief Accounting Officer Sep 01 '23 Sale 242.88 325 78,936 31,519 Sep 01 05:07 PM Golechha Dipak EVP, Chief Financial Officer Aug 31 '23 Sale 239.58 2,000 479,160 65,769 Sep 01 04:55 PM Bawa Aparna Director Aug 23 '23 Sale 236.75 721 170,698 3,244 Aug 23 04:12 PM Eschenbach Carl M. Director Aug 22 '23 Sale 237.00 7,482 1,773,207 16,960 Aug 23 09:55 PM Klarich Lee EVP, Chief Product Officer Aug 07 '23 Option Exercise 64.50 45,000 2,902,648 222,213 Aug 08 04:54 PM Klarich Lee EVP, Chief Product Officer Aug 07 '23 Sale 215.17 45,000 9,682,621 177,213 Aug 08 04:54 PM ZUK NIR EVP, Chief Technology Officer Aug 01 '23 Sale 251.85 36,000 9,066,538 1,594,898 Aug 02 08:15 PM Paul Josh D. Chief Accounting Officer Aug 01 '23 Sale 249.89 250 62,472 28,052 Aug 02 08:16 PM Klarich Lee EVP, Chief Product Officer Jul 03 '23 Option Exercise 64.50 45,000 2,902,648 230,212 Jul 06 04:36 PM Klarich Lee EVP, Chief Product Officer Jul 03 '23 Sale 254.09 45,000 11,433,892 185,212 Jul 06 04:36 PM ZUK NIR EVP, Chief Technology Officer Jul 03 '23 Sale 254.01 36,000 9,144,470 1,630,898 Jul 05 06:53 PM Paul Josh D. Chief Accounting Officer Jul 03 '23 Sale 255.10 250 63,775 28,302 Jul 05 06:52 PM Bawa Aparna Director Jun 13 '23 Sale 233.46 544 127,000 3,965 Jun 14 04:11 PM Arora Nikesh Chief Executive Officer Jun 07 '23 Option Exercise 66.17 474,300 31,382,866 1,547,590 Jun 08 04:19 PM Arora Nikesh Chief Executive Officer Jun 07 '23 Sale 219.42 530,169 116,329,034 1,017,421 Jun 08 04:19 PM Arora Nikesh Chief Executive Officer Jun 06 '23 Sale 225.21 19,669 4,429,682 1,073,290 Jun 08 04:19 PM Klarich Lee EVP, Chief Product Officer Jun 05 '23 Option Exercise 64.50 45,000 2,902,648 650,212 Jun 06 06:03 PM Klarich Lee EVP, Chief Product Officer Jun 05 '23 Sale 227.30 45,000 10,228,367 605,212 Jun 06 06:03 PM ZUK NIR EVP, Chief Technology Officer Jun 01 '23 Sale 215.36 36,000 7,753,121 1,666,898 Jun 02 06:10 PM Paul Josh D. Chief Accounting Officer Jun 01 '23 Sale 211.00 500 105,500 29,237 Jun 02 06:07 PM Golechha Dipak EVP, Chief Financial Officer May 30 '23 Sale 216.00 2,000 432,000 71,079 May 30 06:53 PM Arora Nikesh Chief Executive Officer May 25 '23 Sale 208.51 30,000 6,255,330 1,092,959 May 26 08:49 PM Bawa Aparna Director May 25 '23 Sale 207.63 714 148,246 4,509 May 30 06:52 PM Klarich Lee EVP, Chief Product Officer May 05 '23 Option Exercise 64.50 45,000 2,902,648 650,212 May 09 04:16 PM Klarich Lee EVP, Chief Product Officer May 05 '23 Sale 183.12 45,000 8,240,293 605,212 May 09 04:16 PM ZUK NIR EVP, Chief Technology Officer May 01 '23 Sale 182.57 36,000 6,572,441 1,702,898 May 02 04:38 PM
Index RUT P/E - EPS (ttm) -0.41 Insider Own 8.23% Shs Outstand 253.54M Perf Week 47.02%
Market Cap 3.00B Forward P/E 30.93 EPS next Y 0.38 Insider Trans -0.51% Shs Float 232.66M Perf Month 3.95%
Income -49.47M PEG - EPS next Q -0.20 Inst Own 40.45% Short Float 13.41% Perf Quarter 14.16%
Sales 280.68M P/S 10.70 EPS this Y -102.16% Inst Trans 6.96% Short Ratio 1.26 Perf Half Y 33.60%
Book/sh 8.18 P/B 1.45 EPS next Y 168.06% ROA -2.88% Short Interest 31.21M Perf Year 12.64%
Cash/sh 3.58 P/C 3.31 EPS next 5Y 20.00% ROE -3.26% 52W Range 7.80 - 20.65 Perf YTD -23.40%
Dividend Est. - P/FCF - EPS past 5Y 42.06% ROI -2.59% 52W High -42.62% Beta 4.16
Dividend TTM - Quick Ratio 8.33 Sales past 5Y 351.76% Gross Margin -80.52% 52W Low 51.92% ATR (14) 0.90
Dividend Ex-Date Oct 12, 2017 Current Ratio 8.33 EPS Y/Y TTM 88.95% Oper. Margin -116.27% RSI (14) 58.96 Volatility 9.85% 7.24%
Employees 534 Debt/Eq 0.01 Sales Y/Y TTM 8.30% Profit Margin -17.63% Recom 1.08 Target Price 20.25
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 136.96% Payout - Rel Volume 2.02 Prev Close 11.24
Sales Surprise -6.55% EPS Surprise 254.16% Sales Q/Q 31.03% Earnings Feb 22 AMC Avg Volume 24.75M Price 11.85
SMA20 16.31% SMA50 -4.20% SMA200 -6.57% Trades
Volume 49,371,628 Change 5.43%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-08-23 Upgrade JP Morgan
Underweight → Neutral
$8 → $12
Oct-31-23 Initiated Bernstein
Outperform
$15.60
Oct-11-23 Initiated JP Morgan
Underweight
$6.50
Feb-21-23 Initiated Needham
Buy
$9
Nov-23-22 Resumed H.C. Wainwright
Buy
$10
Sep-29-22 Initiated Wells Fargo
Equal Weight
$7
Jun-28-22 Upgrade Compass Point
Neutral → Buy
$14
Mar-08-22 Downgrade Compass Point
Buy → Neutral
$45 → $39
Jan-13-22 Initiated Northland Capital
Outperform
$30
Jan-04-22 Initiated Cantor Fitzgerald
Overweight
$45
Dec-03-21 Initiated ROTH Capital
Buy
$55
Oct-15-21 Initiated DA Davidson
Buy
$42
Jul-30-21 Initiated BTIG Research
Buy
$45
Jun-21-21 Initiated Compass Point
Buy
$43
May-26-21 Initiated B. Riley Securities
Buy
$43
Show Previous Ratings
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(Yahoo Finance Video) +15.28%
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(Yahoo Finance Video) -15.82%
12:22PM
(The Wall Street Journal)
09:57AM
(The Wall Street Journal)
Jan-10-24 05:38PM
Jan-09-24 02:21PM
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Riot Platforms, Inc. is a bitcoin mining company engaged in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. The firm operates through following segments: Bitcoin Mining, Data Center Hosting, and Engineering. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Werner Ryan D. SVP, CAO Mar 15 '24 Sale 11.15 35,000 390,250 462,759 Mar 19 09:04 PM Cho Hannah Director Feb 28 '24 Sale 17.42 15,000 261,300 85,151 Mar 01 08:59 PM Jackman William Richard EVP, GENERAL COUNSEL Dec 08 '23 Sale 15.68 57,000 893,669 947,557 Dec 12 06:33 PM Marleau Hubert Director Aug 17 '23 Sale 12.28 51,165 628,306 27,860 Aug 21 08:18 PM D'Ambrosio Lance Varro Director Jul 17 '23 Sale 19.16 26,000 498,160 13,441 Jul 19 06:51 PM Yi Soo il Benjamin EXECUTIVE CHAIRMAN Jun 02 '23 Sale 11.78 485,884 5,724,383 2,830,884 Jun 05 09:37 PM Jackman William Richard EVP, GENERAL COUNSEL Jun 02 '23 Sale 12.13 371,471 4,505,943 634,918 Jun 05 09:26 PM Yi Soo il Benjamin EXECUTIVE CHAIRMAN Jun 01 '23 Sale 12.02 274,696 3,301,846 3,316,768 Jun 05 09:37 PM Les Jason CHIEF EXECUTIVE OFFICER Jun 01 '23 Sale 11.63 50,000 581,500 356,794 Jun 05 09:31 PM Werner Ryan D. SVP, CAO May 31 '23 Sale 11.92 22,333 266,209 313,386 Jun 02 04:28 PM Cho Hannah Director May 30 '23 Sale 12.26 14,000 171,640 68,150 Jun 01 06:52 PM Yee Colin M. CFO May 25 '23 Sale 10.93 50,283 549,593 354,006 May 30 06:06 PM Les Jason CHIEF EXECUTIVE OFFICER May 25 '23 Sale 10.83 50,000 541,500 411,794 May 30 06:02 PM
Index RUT P/E 27.39 EPS (ttm) 3.40 Insider Own 0.94% Shs Outstand 37.32M Perf Week -1.95%
Market Cap 3.47B Forward P/E 16.13 EPS next Y 5.77 Insider Trans -1.29% Shs Float 36.97M Perf Month -4.21%
Income 128.28M PEG 5.83 EPS next Q 0.67 Inst Own 107.09% Short Float 7.26% Perf Quarter -13.61%
Sales 1.66B P/S 2.10 EPS this Y -29.23% Inst Trans 0.26% Short Ratio 11.97 Perf Half Y 2.44%
Book/sh 30.66 P/B 3.04 EPS next Y 67.08% ROA 5.75% Short Interest 2.68M Perf Year 6.01%
Cash/sh 27.99 P/C 3.33 EPS next 5Y 4.70% ROE 11.83% 52W Range 81.86 - 126.38 Perf YTD -14.52%
Dividend Est. 0.27 (0.29%) P/FCF 23.49 EPS past 5Y -1.88% ROI 6.03% 52W High -26.33% Beta 1.54
Dividend TTM 0.40 (0.43%) Quick Ratio 4.10 Sales past 5Y 21.70% Gross Margin 31.91% 52W Low 13.73% ATR (14) 2.99
Dividend Ex-Date Feb 15, 2024 Current Ratio 5.10 EPS Y/Y TTM -35.78% Oper. Margin 8.89% RSI (14) 42.69 Volatility 3.13% 2.93%
Employees 10000 Debt/Eq 0.89 Sales Y/Y TTM -10.27% Profit Margin 7.75% Recom 2.40 Target Price 107.57
Option/Short Yes / Yes LT Debt/Eq 0.86 EPS Q/Q -14.05% Payout 11.77% Rel Volume 0.77 Prev Close 91.03
Sales Surprise -0.27% EPS Surprise 6.84% Sales Q/Q -17.42% Earnings May 01 AMC Avg Volume 224.04K Price 93.10
SMA20 -4.04% SMA50 -5.89% SMA200 -9.67% Trades
Volume 171,817 Change 2.27%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-06-23 Initiated Seaport Research Partners
Neutral
Nov-30-23 Initiated BofA Securities
Neutral
$105
Nov-21-23 Initiated Wells Fargo
Equal Weight
$100
Jun-14-23 Downgrade Needham
Buy → Hold
Nov-04-22 Upgrade Citigroup
Neutral → Buy
$100 → $95
Aug-05-22 Upgrade Stifel
Hold → Buy
$94 → $110
Jun-23-22 Initiated Loop Capital
Hold
$78
Jan-26-22 Initiated KeyBanc Capital Markets
Overweight
$105
Jan-06-22 Initiated The Benchmark Company
Buy
$110
Dec-17-21 Upgrade Needham
Hold → Buy
$120
Sep-14-21 Downgrade Susquehanna
Positive → Neutral
$112 → $100
Aug-05-21 Downgrade Needham
Buy → Hold
Aug-04-21 Reiterated Cowen
Market Perform
$120 → $105
Dec-15-20 Reiterated Cowen
Market Perform
$88 → $100
Oct-06-20 Initiated Rosenblatt
Buy
$98
Sep-11-20 Initiated Berenberg
Buy
Aug-06-20 Upgrade DA Davidson
Neutral → Buy
$65 → $90
Apr-02-20 Downgrade DA Davidson
Buy → Neutral
Mar-23-20 Downgrade Citigroup
Buy → Neutral
$87 → $40
Dec-05-19 Initiated Needham
Buy
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10:37AM
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Dec-15-22 08:30AM
Dec-09-22 04:00PM
(Investor's Business Daily)
07:56AM
Dec-07-22 08:52AM
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Dec-01-22 11:31AM
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Advanced Energy Industries, Inc. engages in the provision of power electronics conversion products. Its products include AC-DC power supply units, DC-DC conversion, high voltage amplifiers and power supplies, plasma power, controllers, sense and measurement. The company was founded by Douglas S. Schatz in 1981 and is headquartered in Denver, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
DelSanto Anne Director Apr 01 '24 Sale 101.89 148 15,080 5,204 Apr 02 12:27 PM DelSanto Anne Director Mar 01 '24 Sale 101.35 148 15,000 5,352 Mar 01 05:24 PM Kelley Stephen Douglas President and CEO Feb 21 '24 Option Exercise 99.60 19,801 1,972,180 102,619 Feb 23 06:29 PM Oldham Paul R EVP, CFO Feb 21 '24 Option Exercise 99.60 4,949 492,920 37,383 Feb 23 06:30 PM Acebedo Eduardo Bernal EVP and COO Feb 21 '24 Option Exercise 99.60 1,538 153,185 24,489 Feb 23 06:27 PM Donaghey John EVP, Global Sales Feb 21 '24 Option Exercise 99.60 1,322 131,671 13,864 Feb 23 06:33 PM DelSanto Anne Director Feb 01 '24 Sale 105.05 148 15,547 5,500 Feb 01 03:31 PM DelSanto Anne Director Jan 02 '24 Sale 107.44 148 15,901 5,648 Jan 04 11:59 AM FOSTER RONALD C Director Dec 13 '23 Sale 105.00 618 64,890 0 Dec 14 04:30 PM FOSTER RONALD C Director Dec 01 '23 Sale 95.00 1,000 95,000 618 Dec 04 01:31 PM DelSanto Anne Director Dec 01 '23 Sale 94.32 148 13,959 5,796 Dec 04 01:29 PM FOSTER RONALD C Director Nov 15 '23 Sale 95.00 1,000 95,000 1,618 Nov 16 11:13 AM DelSanto Anne Director Nov 01 '23 Sale 87.39 148 12,934 5,944 Nov 02 11:35 AM FOSTER RONALD C Director Oct 02 '23 Sale 103.26 1,000 103,260 2,618 Oct 04 01:34 PM DelSanto Anne Director Oct 02 '23 Sale 103.26 148 15,282 6,092 Oct 04 01:32 PM FOSTER RONALD C Director Sep 01 '23 Sale 118.48 2,000 236,960 3,618 Sep 05 11:40 AM FOSTER RONALD C Director Aug 01 '23 Sale 123.46 2,000 246,920 5,618 Aug 02 10:38 AM FOSTER RONALD C Director Jul 03 '23 Sale 110.92 2,000 221,830 7,618 Jul 05 10:48 AM Oldham Paul R EVP, CFO Jun 29 '23 Sale 110.00 3,080 338,800 32,434 Jul 05 10:47 AM FOSTER RONALD C Director Jun 07 '23 Sale 105.00 1,000 105,000 9,618 Jun 07 06:01 PM FOSTER RONALD C Director Jun 01 '23 Sale 97.98 1,000 97,980 10,618 Jun 02 10:39 AM Oldham Paul R EVP, CFO May 26 '23 Sale 100.00 3,837 383,700 35,514 May 30 06:04 PM FOSTER RONALD C Director May 25 '23 Sale 95.00 1,000 95,000 11,618 May 26 01:07 PM Minnix Lanesha Director May 10 '23 Sale 86.05 1,062 91,385 3,835 Dec 14 02:53 PM
Index RUT P/E 12.90 EPS (ttm) 3.05 Insider Own 37.18% Shs Outstand 92.79M Perf Week 3.52%
Market Cap 3.67B Forward P/E 10.13 EPS next Y 3.88 Insider Trans -0.24% Shs Float 58.60M Perf Month -9.12%
Income 287.67M PEG 0.47 EPS next Q 0.52 Inst Own 71.52% Short Float 6.69% Perf Quarter -1.55%
Sales 5.15B P/S 0.71 EPS this Y 9.80% Inst Trans -2.68% Short Ratio 2.22 Perf Half Y 18.27%
Book/sh 22.77 P/B 1.73 EPS next Y 8.86% ROA 7.38% Short Interest 3.92M Perf Year 46.92%
Cash/sh 4.99 P/C 7.90 EPS next 5Y 27.50% ROE 14.73% 52W Range 25.52 - 47.29 Perf YTD 10.28%
Dividend Est. - P/FCF 11.85 EPS past 5Y 2.34% ROI 9.70% 52W High -16.77% Beta 1.56
Dividend TTM - Quick Ratio 0.74 Sales past 5Y 6.44% Gross Margin 33.52% 52W Low 54.23% ATR (14) 1.35
Dividend Ex-Date - Current Ratio 1.29 EPS Y/Y TTM 80.96% Oper. Margin 7.53% RSI (14) 46.94 Volatility 2.93% 3.14%
Employees 28000 Debt/Eq 0.51 Sales Y/Y TTM 7.47% Profit Margin 5.58% Recom 2.79 Target Price 44.49
Option/Short Yes / Yes LT Debt/Eq 0.40 EPS Q/Q 49.87% Payout 0.00% Rel Volume 0.94 Prev Close 38.56
Sales Surprise -0.89% EPS Surprise -6.69% Sales Q/Q 7.34% Earnings Feb 27 AMC Avg Volume 1.77M Price 39.36
SMA20 -1.86% SMA50 -5.71% SMA200 6.64% Trades
Volume 1,656,884 Change 2.07%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-17-24 Downgrade Jefferies
Hold → Underperform
$42 → $32
Feb-28-24 Reiterated Telsey Advisory Group
Outperform
$44 → $48
Feb-12-24 Upgrade UBS
Sell → Neutral
$21 → $41
Jan-10-24 Reiterated Telsey Advisory Group
Outperform
$42 → $44
Nov-22-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
Sep-25-23 Downgrade Jefferies
Buy → Hold
$42 → $31
Aug-23-23 Reiterated Telsey Advisory Group
Outperform
$41 → $42
Aug-14-23 Downgrade Citigroup
Buy → Neutral
$36 → $40
Jun-13-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$27 → $41
May-24-23 Upgrade Barclays
Equal Weight → Overweight
$27 → $38
Mar-29-23 Downgrade UBS
Neutral → Sell
Jun-17-22 Downgrade B. Riley Securities
Buy → Neutral
$35 → $23
May-27-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$34 → $25
Apr-01-22 Downgrade Barclays
Overweight → Equal Weight
$34 → $29
Nov-30-21 Resumed Jefferies
Buy
$46
Nov-16-21 Upgrade B. Riley Securities
Neutral → Buy
$36 → $45
Oct-22-21 Upgrade Citigroup
Neutral → Buy
$44 → $40
May-26-21 Upgrade JP Morgan
Underweight → Neutral
$30 → $38
Apr-23-21 Resumed RBC Capital Mkts
Sector Perform
$34
Apr-13-21 Reiterated Telsey Advisory Group
Outperform
$40 → $45
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Urban Outfitters, Inc. engages in the operation of a general consumer product retail and wholesale business selling to customers through various channels including retail locations, websites, catalogs, and mobile applications. It operates through the following segments: Retail, Wholesale and Subscription. The Retail segment contains the Anthropologie, BHLDN, Free People, Terrain, and Urban Outfitters brands and its Food and Beverage division. The Wholesale segment designs, develops, and markets apparel, intimates, active wear, and home goods under the Free People, Anthropologie, and Urban Outfitters brands. The Subscription segment consists of the Nuuly brand, which is a monthly women's apparel subscription rental service. The company was founded by Richard A. Hayne and Scott A. Belair in 1970 and is headquartered at Philadelphia, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Smith Tricia D Global CEO Anthropologie Group Mar 12 '24 Sale 40.74 6,250 254,625 6,353 Mar 13 05:01 PM Marein-Efron Melanie Chief Financial Officer Mar 12 '24 Sale 40.72 6,000 244,290 908 Mar 13 05:02 PM Hayne Azeez Chief Administrative Officer Mar 12 '24 Sale 41.00 2,878 117,998 0 Mar 13 05:01 PM Hayne Azeez Chief Administrative Officer Mar 11 '24 Sale 40.75 2,878 117,278 2,878 Mar 12 05:06 PM Marein-Efron Melanie Chief Financial Officer Mar 08 '24 Sale 42.23 3,345 141,259 6,908 Mar 12 05:08 PM ANTOIAN EDWARD N Director Mar 07 '24 Option Exercise 18.81 20,000 376,200 41,654 Mar 11 05:07 PM Morgenfeld Todd R Director Mar 01 '24 Option Exercise 23.74 10,000 237,400 29,000 Mar 05 05:28 PM MCDONALD WESLEY S Director Mar 01 '24 Option Exercise 23.74 10,000 237,400 29,000 Mar 05 05:29 PM Conforti Frank Co-President & COO Mar 01 '24 Sale 42.27 36,604 1,547,354 0 Mar 05 05:31 PM Morgenfeld Todd R Director Mar 01 '24 Sale 42.55 10,000 425,450 19,000 Mar 05 05:28 PM MCDONALD WESLEY S Director Mar 01 '24 Sale 41.90 10,000 418,950 19,000 Mar 05 05:29 PM Hayne Azeez Chief Administrative Officer Mar 01 '24 Sale 41.95 4,517 189,466 0 Mar 05 05:30 PM Morgenfeld Todd R Director Jun 12 '23 Option Exercise 23.74 5,000 118,700 24,000 Jun 13 05:04 PM Morgenfeld Todd R Director Jun 12 '23 Sale 32.58 5,000 162,900 19,000 Jun 13 05:04 PM Marein-Efron Melanie Chief Financial Officer May 26 '23 Sale 31.24 16,036 500,917 1,000 May 30 05:26 PM
Index - P/E - EPS (ttm) -9.89 Insider Own 69.20% Shs Outstand 6.00M Perf Week 25.67%
Market Cap 9.91M Forward P/E - EPS next Y - Insider Trans 0.00% Shs Float 1.85M Perf Month -55.38%
Income -53.10M PEG - EPS next Q - Inst Own 5.72% Short Float 1.91% Perf Quarter -55.14%
Sales 65.87M P/S 0.15 EPS this Y - Inst Trans -73.98% Short Ratio 0.57 Perf Half Y -44.76%
Book/sh 3.92 P/B 0.42 EPS next Y - ROA -46.93% Short Interest 0.04M Perf Year -70.60%
Cash/sh 12.18 P/C 0.14 EPS next 5Y - ROE -492.42% 52W Range 1.12 - 17.50 Perf YTD -60.43%
Dividend Est. - P/FCF 0.30 EPS past 5Y -51.16% ROI -123.14% 52W High -90.59% Beta 4.22
Dividend TTM - Quick Ratio 1.05 Sales past 5Y 263.46% Gross Margin 14.57% 52W Low 46.99% ATR (14) 0.33
Dividend Ex-Date - Current Ratio 1.05 EPS Y/Y TTM 5.98% Oper. Margin -22.04% RSI (14) 32.94 Volatility 25.47% 15.37%
Employees 99 Debt/Eq 0.87 Sales Y/Y TTM 100.15% Profit Margin -80.62% Recom 1.00 Target Price 25.00
Option/Short No / Yes LT Debt/Eq 0.84 EPS Q/Q -16.59% Payout - Rel Volume 18.04 Prev Close 1.32
Sales Surprise 23.61% EPS Surprise -1257.50% Sales Q/Q 113.56% Earnings Mar 26 AMC Avg Volume 62.00K Price 1.65
SMA20 -29.84% SMA50 -51.39% SMA200 -68.69% Trades
Volume 901,935 Change 25.19%
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Ryvyl, Inc. operates as a financial technology company, which develops, markets, and sells innovative block chain-based payment solutions. It operates through the North America and International geographical segments. The company was founded in 2007 and is headquartered in San Diego, CA.
Index - P/E 10.27 EPS (ttm) 3.40 Insider Own 4.25% Shs Outstand 84.84M Perf Week -0.77%
Market Cap 2.94B Forward P/E 8.45 EPS next Y 4.13 Insider Trans -4.26% Shs Float 80.60M Perf Month -1.30%
Income 285.09M PEG 0.91 EPS next Q 0.89 Inst Own 77.57% Short Float 2.70% Perf Quarter 1.92%
Sales 1.61B P/S 1.83 EPS this Y 10.93% Inst Trans -3.04% Short Ratio 2.81 Perf Half Y 10.85%
Book/sh 13.30 P/B 2.63 EPS next Y 9.62% ROA 13.40% Short Interest 2.18M Perf Year -18.49%
Cash/sh 6.70 P/C 5.21 EPS next 5Y 11.29% ROE 26.23% 52W Range 30.23 - 43.22 Perf YTD 3.22%
Dividend Est. 1.21 (3.45%) P/FCF 9.68 EPS past 5Y 9.33% ROI 18.16% 52W High -19.13% Beta 1.12
Dividend TTM 1.12 (3.20%) Quick Ratio - Sales past 5Y 7.62% Gross Margin 75.27% 52W Low 15.61% ATR (14) 0.65
Dividend Ex-Date Feb 07, 2024 Current Ratio - EPS Y/Y TTM 28.11% Oper. Margin 24.90% RSI (14) 41.63 Volatility 1.66% 1.79%
Employees 2025 Debt/Eq 0.41 Sales Y/Y TTM 11.64% Profit Margin 17.71% Recom 2.20 Target Price 40.25
Option/Short Yes / Yes LT Debt/Eq 0.39 EPS Q/Q 51.27% Payout 32.66% Rel Volume 0.86 Prev Close 35.37
Sales Surprise -1.38% EPS Surprise 14.26% Sales Q/Q 4.69% Earnings Apr 25 AMC Avg Volume 774.94K Price 34.95
SMA20 -2.59% SMA50 -2.03% SMA200 2.28% Trades
Volume 670,709 Change -1.19%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-05-24 Initiated UBS
Neutral
$35
Jan-04-24 Initiated TD Cowen
Market Perform
$32
Apr-11-23 Upgrade JP Morgan
Underweight → Overweight
$35 → $47
Jun-29-22 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$32 → $40
Apr-12-22 Downgrade Citigroup
Neutral → Sell
$198.50 → $28.50
Mar-09-22 Resumed Citigroup
Neutral
$29.50
Dec-17-21 Upgrade Deutsche Bank
Hold → Buy
$35 → $45
Apr-19-21 Downgrade JP Morgan
Neutral → Underweight
$27
Oct-16-20 Downgrade JP Morgan
Overweight → Neutral
$29
May-06-20 Upgrade JP Morgan
Neutral → Overweight
$23 → $27
Mar-26-20 Upgrade BofA/Merrill
Underperform → Buy
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Federated Hermes, Inc. is engaged in the provision of investment management products and related financial services. It sponsors, markets and provides investment-related services to sponsored investment companies, federated funds, and separate accounts which include separately managed accounts, institutional accounts, sub-advised funds and other managed products in both domestic and international markets. The company was founded by John F. Donahue and Richard B. Fisher in October 1955 and is headquartered in Pittsburgh, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Uhlman Paul A Vice President Mar 05 '24 Sale 36.20 13,820 500,327 276,084 Mar 07 04:10 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. Mar 05 '24 Sale 36.15 8,302 300,105 178,176 Mar 07 04:08 PM Germain Peter J EVP, CLO & Sec. Mar 05 '24 Sale 36.14 5,305 191,730 213,036 Mar 07 04:48 PM Novak Richard A Principal Accounting Officer Mar 05 '24 Sale 36.07 908 32,754 49,068 Mar 07 04:05 PM Van Meter Stephen VP, Chief Compliance Officer Mar 05 '24 Sale 36.08 435 15,695 31,254 Mar 07 04:46 PM Uhlman Paul A Vice President Feb 07 '24 Sale 35.26 90,745 3,200,014 289,904 Feb 08 04:42 PM Van Meter Stephen VP, Chief Compliance Officer Jan 30 '24 Sale 36.15 1,660 60,010 31,689 Jan 30 07:50 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. Nov 21 '23 Sale 31.75 2,642 83,885 186,478 Nov 21 04:17 PM FISHER JOHN B Vice President Nov 20 '23 Sale 31.91 7,622 243,246 522,400 Nov 21 04:10 PM Ceresino Gordon J Vice Chairman Nov 20 '23 Sale 31.91 6,899 220,144 134,073 Nov 21 04:09 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. Nov 20 '23 Sale 31.92 6,514 207,898 189,120 Nov 21 04:17 PM Uhlman Paul A Vice President Nov 20 '23 Sale 31.90 5,925 189,021 380,649 Nov 21 04:14 PM Germain Peter J EVP, CLO & Sec. Nov 20 '23 Sale 31.91 5,254 167,630 218,341 Nov 21 04:11 PM Novak Richard A Principal Accounting Officer Nov 20 '23 Sale 31.98 1,378 44,065 49,976 Nov 21 04:13 PM Van Meter Stephen VP, Chief Compliance Officer Nov 20 '23 Sale 32.04 965 30,918 33,349 Nov 21 04:16 PM Dudiak Dolores D Vice President Nov 20 '23 Sale 32.01 774 24,776 79,678 Nov 21 04:09 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. Sep 05 '23 Sale 34.73 7,800 270,905 185,634 Sep 06 05:29 PM Van Meter Stephen VP, Chief Compliance Officer Aug 02 '23 Sale 33.17 74 2,454 34,314 Aug 02 04:01 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. Jul 03 '23 Sale 36.10 43,135 1,557,277 193,434 Jul 03 04:26 PM Uhlman Paul A Vice President Jun 16 '23 Sale 38.54 1,004 38,697 368,074 Jun 16 04:15 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 26 '23 Sale 35.98 52,963 1,905,836 0 May 30 04:42 PM Germain Peter J EVP, CLO & Sec. May 26 '23 Sale 35.47 2,380 84,421 205,095 May 26 04:18 PM Uhlman Paul A Vice President May 26 '23 Sale 35.39 995 35,210 369,078 May 26 04:20 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 25 '23 Sale 35.38 75,000 2,653,192 52,963 May 26 04:09 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 24 '23 Sale 35.35 25,000 883,668 127,963 May 26 04:09 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 19 '23 Sale 36.41 50,000 1,820,670 152,963 May 22 05:11 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 18 '23 Sale 36.71 75,000 2,753,378 202,963 May 22 05:11 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 12 '23 Sale 37.50 30,561 1,145,982 277,963 May 15 07:44 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 11 '23 Sale 37.49 50,000 1,874,505 308,524 May 12 04:05 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. May 11 '23 Sale 37.48 20,000 749,556 236,569 May 12 04:07 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 10 '23 Sale 38.02 50,000 1,900,820 358,524 May 12 04:05 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 04 '23 Sale 39.57 15,340 607,074 408,524 May 05 04:08 PM Van Meter Stephen VP, Chief Compliance Officer May 04 '23 Sale 39.39 4,480 176,488 34,388 May 04 04:03 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 03 '23 Sale 40.89 63,107 2,580,748 423,864 May 05 04:08 PM
Index RUT P/E 24.36 EPS (ttm) 4.46 Insider Own 5.61% Shs Outstand 37.28M Perf Week 3.62%
Market Cap 4.05B Forward P/E 27.21 EPS next Y 3.99 Insider Trans -3.42% Shs Float 35.20M Perf Month 3.41%
Income 171.38M PEG 1.62 EPS next Q 2.12 Inst Own 92.95% Short Float 4.89% Perf Quarter -5.38%
Sales 6.49B P/S 0.62 EPS this Y -36.29% Inst Trans 0.84% Short Ratio 4.66 Perf Half Y 10.54%
Book/sh 2.51 P/B 43.26 EPS next Y 13.55% ROA 8.10% Short Interest 1.72M Perf Year -16.26%
Cash/sh 20.55 P/C 5.29 EPS next 5Y 15.00% ROE 195.98% 52W Range 90.80 - 128.91 Perf YTD -7.31%
Dividend Est. - P/FCF 25.58 EPS past 5Y 6.80% ROI 32.93% 52W High -15.72% Beta 1.16
Dividend TTM 2.28 (2.10%) Quick Ratio 1.11 Sales past 5Y 11.34% Gross Margin 15.33% 52W Low 19.66% ATR (14) 2.11
Dividend Ex-Date Mar 06, 2024 Current Ratio 1.11 EPS Y/Y TTM -3.85% Oper. Margin 3.37% RSI (14) 59.66 Volatility 1.60% 1.83%
Employees 4400 Debt/Eq 4.77 Sales Y/Y TTM 9.21% Profit Margin 2.64% Recom 2.00 Target Price 107.33
Option/Short Yes / Yes LT Debt/Eq 4.56 EPS Q/Q -48.47% Payout 49.89% Rel Volume 0.54 Prev Close 109.01
Sales Surprise -0.18% EPS Surprise 16.46% Sales Q/Q 6.07% Earnings May 01 BMO Avg Volume 369.91K Price 108.65
SMA20 1.72% SMA50 6.63% SMA200 2.31% Trades
Volume 200,113 Change -0.33%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-24-23 Downgrade Truist
Buy → Hold
$128
Jul-13-21 Initiated William Blair
Outperform
Feb-12-20 Downgrade Robert W. Baird
Outperform → Neutral
$107 → $73
Apr-30-19 Upgrade SunTrust
Hold → Buy
Aug-02-18 Downgrade First Analysis Sec
Overweight → Equal-Weight
$102
Aug-01-17 Upgrade ROTH Capital
Neutral → Buy
$92
Feb-14-17 Upgrade First Analysis Sec
Equal-Weight → Overweight
$84 → $98
Feb-14-17 Downgrade ROTH Capital
Buy → Neutral
Jul-07-16 Downgrade First Analysis Sec
Overweight → Equal-Weight
$84
Apr-29-16 Upgrade Robert W. Baird
Neutral → Outperform
$50 → $59
Feb-16-16 Upgrade First Analysis Sec
Equal-Weight → Overweight
$58
Feb-11-15 Upgrade ROTH Capital
Neutral → Buy
$32 → $49
Nov-04-14 Reiterated ROTH Capital
Neutral
$30 → $32
Show Previous Ratings
Apr-19-24 09:00AM
Mar-21-24 04:30PM
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Insperity, Inc. engages in the provision of human resources and business solutions designed to help improve business performance. The firm also offers payroll and employment administration, employee benefits, workers' compensation, government compliance, performance management, and training and development services along with cloud-based human capital management platform. The company was founded by Paul J. Sarvadi in April 1986 and is headquartered in Kingwood, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SHARP DOUGLAS S EVP Finance, CFO & Treasurer Feb 20 '24 Option Exercise 0.00 7,396 0 28,411 Feb 22 05:00 PM ARIZPE ARTHUR A President and COO Feb 20 '24 Option Exercise 0.00 11,182 0 75,256 Feb 22 04:58 PM SARVADI PAUL J Chairman of the Board & CEO Feb 20 '24 Option Exercise 0.00 44,876 0 534,526 Feb 22 05:06 PM ALLISON JAMES D EVP, Comp Benefits Solns & CPO Feb 20 '24 Option Exercise 0.00 5,623 0 47,693 Feb 22 05:03 PM MASTERSON ELLEN H Director Dec 15 '23 Sale 117.55 100 11,755 0 Dec 18 05:08 PM RAWSON RICHARD G Director Dec 14 '23 Sale 117.50 5,000 587,500 84,643 Dec 18 05:09 PM ARIZPE ARTHUR A President and COO Dec 08 '23 Sale 117.14 2,500 292,850 64,074 Dec 12 04:22 PM RAWSON RICHARD G Director Nov 27 '23 Sale 114.36 3,500 400,260 1,925 Nov 28 04:22 PM SARVADI PAUL J Chairman of the Board & CEO Nov 24 '23 Sale 113.64 12,000 1,363,646 489,650 Nov 28 04:24 PM ARIZPE ARTHUR A President and COO Nov 20 '23 Sale 113.51 5,000 567,550 66,574 Nov 22 04:19 PM Herink Daniel D EVP Legal, Gen Counsel & Sec Nov 17 '23 Sale 111.95 3,500 391,810 20,599 Nov 21 04:31 PM RAWSON RICHARD G Director Nov 14 '23 Sale 110.47 20,000 2,209,400 84,216 Nov 16 04:21 PM ARIZPE ARTHUR A President and COO Nov 09 '23 Sale 107.07 5,000 535,350 71,574 Nov 13 04:55 PM SARVADI PAUL J Chairman of the Board & CEO Nov 01 '23 Sale 103.45 17,386 1,798,570 501,650 Nov 03 04:48 PM MORPHY JOHN M Director Aug 24 '23 Sale 98.24 1,500 147,360 9,115 Aug 28 04:33 PM SARVADI PAUL J Chairman of the Board & CEO Aug 14 '23 Sale 101.33 18,950 1,920,204 519,036 Aug 16 04:32 PM SARVADI PAUL J Chairman of the Board & CEO May 25 '23 Sale 110.12 12,302 1,354,696 537,986 May 30 04:24 PM SHARP DOUGLAS S EVP Finance, CFO & Treasurer May 01 '23 Sale 123.78 5,159 638,581 21,015 May 03 05:52 PM SARVADI PAUL J Chairman of the Board & CEO May 01 '23 Sale 124.12 840 104,261 550,288 May 03 05:54 PM
Index - P/E - EPS (ttm) -3.55 Insider Own 4.29% Shs Outstand 50.45M Perf Week 2.83%
Market Cap 33.03B Forward P/E 77.77 EPS next Y 8.38 Insider Trans -4.79% Shs Float 48.50M Perf Month 4.83%
Income -176.30M PEG - EPS next Q 1.50 Inst Own 90.35% Short Float 1.33% Perf Quarter 10.29%
Sales 2.17B P/S 15.22 EPS this Y 18.39% Inst Trans 1.34% Short Ratio 1.24 Perf Half Y 51.91%
Book/sh 26.17 P/B 24.91 EPS next Y 20.19% ROA -6.28% Short Interest 0.64M Perf Year 53.78%
Cash/sh 27.40 P/C 23.79 EPS next 5Y 43.40% ROE -15.25% 52W Range 399.48 - 693.85 Perf YTD 12.27%
Dividend Est. - P/FCF 104.10 EPS past 5Y -16.37% ROI -8.51% 52W High -6.06% Beta 1.55
Dividend TTM - Quick Ratio 1.85 Sales past 5Y 33.63% Gross Margin 84.08% 52W Low 63.16% ATR (14) 25.08
Dividend Ex-Date - Current Ratio 1.85 EPS Y/Y TTM -51.02% Oper. Margin -4.94% RSI (14) 54.45 Volatility 4.68% 3.98%
Employees 7663 Debt/Eq 0.60 Sales Y/Y TTM 25.38% Profit Margin -8.12% Recom 1.56 Target Price 701.73
Option/Short Yes / Yes LT Debt/Eq 0.57 EPS Q/Q 15.66% Payout - Rel Volume 1.33 Prev Close 633.04
Sales Surprise 4.20% EPS Surprise 14.17% Sales Q/Q 23.90% Earnings Feb 14 AMC Avg Volume 519.09K Price 651.78
SMA20 1.33% SMA50 4.13% SMA200 19.96% Trades
Volume 680,664 Change 2.96%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-21-24 Initiated KeyBanc Capital Markets
Underweight
$520
Dec-12-23 Upgrade Piper Sandler
Neutral → Overweight
$515 → $610
Nov-30-23 Reiterated BMO Capital Markets
Outperform
$520 → $540
Nov-14-23 Initiated CapitalOne
Overweight
$525
Oct-11-23 Downgrade Raymond James
Strong Buy → Outperform
$600 → $520
Sep-05-23 Initiated Citigroup
Buy
$695
Jul-06-23 Downgrade Piper Sandler
Overweight → Neutral
$482 → $520
Nov-22-22 Initiated Credit Suisse
Outperform
$400
Nov-02-22 Initiated Macquarie
Outperform
$355
Jul-27-22 Initiated Oppenheimer
Outperform
$350
Jun-09-22 Initiated Scotiabank
Sector Outperform
$550
Apr-26-22 Initiated UBS
Neutral
$410
Feb-11-22 Upgrade Cowen
Market Perform → Outperform
$600 → $750
Dec-13-21 Initiated Goldman
Buy
$953
Nov-04-21 Reiterated Wells Fargo
Overweight
$835 → $860
Nov-04-21 Reiterated Raymond James
Strong Buy
$800 → $900
Nov-04-21 Reiterated Morgan Stanley
Overweight
$796 → $862
Nov-04-21 Reiterated Mizuho
Buy
$760 → $790
Nov-04-21 Reiterated Evercore ISI
In-line
$775 → $800
Nov-04-21 Reiterated Cowen
Market Perform
$800 → $810
Show Previous Ratings
Apr-20-24 08:00AM
(Investor's Business Daily)
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04:55PM
(Associated Press Finance)
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HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Halligan Brian Executive Chair Apr 16 '24 Option Exercise 34.76 6,558 227,956 534,541 Apr 18 06:45 PM Halligan Brian Executive Chair Apr 16 '24 Sale 636.18 8,500 5,407,530 526,041 Apr 18 06:45 PM Rangan Yamini Chief Executive Officer & Pres Apr 02 '24 Sale 627.12 2,874 1,802,343 74,784 Apr 03 09:18 PM Halligan Brian Executive Chair Mar 19 '24 Sale 597.68 8,500 5,080,280 528,764 Mar 20 04:08 PM Rangan Yamini Chief Executive Officer & Pres Mar 04 '24 Sale 634.21 116 73,568 88,861 Mar 05 06:07 PM Rangan Yamini Chief Executive Officer & Pres Mar 01 '24 Sale 620.00 8,817 5,466,540 88,977 Mar 05 06:07 PM Halligan Brian Executive Chair Feb 20 '24 Sale 600.00 8,500 5,100,000 534,386 Feb 22 04:32 PM Harvey Dawson Alyssa Chief Legal Officer Feb 16 '24 Option Exercise 289.89 1,644 476,579 8,869 Feb 20 09:42 PM Harvey Dawson Alyssa Chief Legal Officer Feb 16 '24 Sale 618.25 1,086 671,416 7,783 Feb 20 09:42 PM Harvey Dawson Alyssa Chief Legal Officer Feb 02 '24 Sale 610.00 969 591,090 7,225 Feb 05 05:12 PM Halligan Brian Executive Chair Jan 16 '24 Sale 555.84 8,500 4,724,640 536,811 Jan 17 06:36 PM Shah Dharmesh Chief Technology Officer Jan 04 '24 Option Exercise 16.14 5,000 80,700 1,391,981 Jan 08 04:06 PM Gill Ronald S Director Dec 28 '23 Option Exercise 44.19 4,175 184,499 7,217 Jan 02 04:14 PM Gill Ronald S Director Dec 28 '23 Sale 585.54 4,175 2,444,630 3,042 Jan 02 04:14 PM Halligan Brian Executive Chair Dec 19 '23 Sale 562.68 8,500 4,782,780 545,950 Dec 20 04:18 PM Bueker Kathryn Chief Financial Officer Dec 14 '23 Sale 550.00 300 165,000 33,829 Dec 18 04:19 PM Shah Dharmesh Chief Technology Officer Dec 01 '23 Sale 509.20 21,202 10,796,048 1,387,383 Dec 04 04:14 PM Shah Dharmesh Chief Technology Officer Nov 30 '23 Sale 503.81 1,798 905,858 1,408,585 Dec 04 04:14 PM NORRINGTON LORRIE M Director Nov 30 '23 Sale 500.00 350 175,000 1,857 Dec 04 04:12 PM Bueker Kathryn Chief Financial Officer Nov 30 '23 Sale 500.00 228 114,000 34,129 Dec 04 04:09 PM Harvey Dawson Alyssa Chief Legal Officer Nov 30 '23 Sale 500.00 191 95,500 8,656 Dec 04 04:11 PM Shah Dharmesh Chief Technology Officer Nov 21 '23 Sale 470.30 15,000 7,054,500 11,000 Nov 22 04:27 PM Halligan Brian Executive Chair Nov 21 '23 Sale 465.99 8,500 3,960,915 554,450 Nov 22 04:25 PM Bueker Kathryn Chief Financial Officer Nov 15 '23 Sale 457.02 692 316,258 34,346 Nov 16 04:18 PM Halligan Brian Executive Chair Nov 08 '23 Option Exercise 16.14 2,548 41,125 562,950 Nov 13 04:37 PM Harvey Dawson Alyssa Chief Legal Officer Nov 02 '23 Sale 433.20 576 249,523 8,822 Nov 03 04:10 PM Halligan Brian Executive Chair Oct 17 '23 Sale 457.66 8,500 3,890,110 560,402 Oct 18 06:17 PM Bueker Kathryn Chief Financial Officer Oct 10 '23 Sale 500.00 179 89,500 35,038 Oct 12 04:06 PM Bueker Kathryn Chief Financial Officer Oct 03 '23 Sale 489.17 604 295,459 35,217 Oct 04 05:28 PM Halligan Brian Executive Chair Sep 19 '23 Sale 506.55 8,500 4,305,675 569,876 Sep 20 06:34 PM Bueker Kathryn Chief Financial Officer Sep 01 '23 Sale 550.00 300 165,000 36,806 Sep 06 04:04 PM Shah Dharmesh Chief Technology Officer Aug 22 '23 Sale 505.71 20,000 10,114,106 1,411,014 Aug 24 05:21 PM Halligan Brian Executive Chair Aug 15 '23 Sale 507.76 8,500 4,315,960 578,376 Aug 16 07:47 PM Bueker Kathryn Chief Financial Officer Aug 15 '23 Sale 507.76 918 466,124 37,106 Aug 16 07:46 PM Harvey Dawson Alyssa Chief Legal Officer Aug 02 '23 Sale 569.43 766 436,183 10,062 Aug 03 04:20 PM Halligan Brian Executive Chair Jul 18 '23 Sale 556.69 8,500 4,731,865 586,876 Jul 19 05:39 PM Bueker Kathryn Chief Financial Officer Jul 13 '23 Sale 550.00 300 165,000 38,024 Jul 14 04:08 PM Rangan Yamini Chief Executive Officer & Pres Jul 05 '23 Sale 519.62 3,136 1,629,528 57,519 Jul 06 04:58 PM Bueker Kathryn Chief Financial Officer Jul 05 '23 Sale 519.62 782 406,343 38,324 Jul 06 04:57 PM Halligan Brian Executive Chair Jun 20 '23 Sale 513.78 8,500 4,367,130 596,350 Jun 21 04:07 PM Rangan Yamini Chief Executive Officer & Pres Jun 12 '23 Sale 516.83 10,846 5,605,538 63,801 Jun 13 04:20 PM Harvey Dawson Alyssa Chief Legal Officer May 26 '23 Sale 492.81 2,384 1,174,861 11,371 May 30 04:23 PM Bueker Kathryn Chief Financial Officer May 26 '23 Sale 500.00 406 203,000 40,027 May 30 04:21 PM Bueker Kathryn Chief Financial Officer May 23 '23 Sale 492.31 691 340,186 40,433 May 24 04:21 PM Halligan Brian Executive Chair May 16 '23 Sale 470.00 8,500 3,995,000 604,850 May 17 04:04 PM
Index - P/E 40.33 EPS (ttm) 0.88 Insider Own 5.17% Shs Outstand 55.77M Perf Week 5.82%
Market Cap 1.99B Forward P/E 10.20 EPS next Y 3.49 Insider Trans -4.47% Shs Float 52.88M Perf Month 1.51%
Income 53.68M PEG - EPS next Q 0.53 Inst Own 86.73% Short Float 0.85% Perf Quarter 43.07%
Sales 1.95B P/S 1.02 EPS this Y 6.26% Inst Trans -0.73% Short Ratio 1.63 Perf Half Y 23.69%
Book/sh 19.36 P/B 1.84 EPS next Y 3.31% ROA 2.25% Short Interest 0.45M Perf Year 16.91%
Cash/sh 7.48 P/C 4.76 EPS next 5Y -4.87% ROE 5.05% 52W Range 22.10 - 36.75 Perf YTD 40.64%
Dividend Est. - P/FCF 18.04 EPS past 5Y -7.79% ROI 4.62% 52W High -3.10% Beta 0.95
Dividend TTM - Quick Ratio 1.15 Sales past 5Y -3.01% Gross Margin 44.28% 52W Low 61.13% ATR (14) 1.07
Dividend Ex-Date - Current Ratio 1.15 EPS Y/Y TTM 510.86% Oper. Margin 6.37% RSI (14) 63.62 Volatility 4.98% 2.80%
Employees 3563 Debt/Eq 0.11 Sales Y/Y TTM -3.06% Profit Margin 2.75% Recom 2.08 Target Price 37.08
Option/Short Yes / Yes LT Debt/Eq 0.08 EPS Q/Q 310.96% Payout 0.00% Rel Volume 0.66 Prev Close 35.52
Sales Surprise 5.45% EPS Surprise 24.04% Sales Q/Q 0.33% Earnings May 02 BMO Avg Volume 274.95K Price 35.61
SMA20 2.04% SMA50 5.03% SMA200 21.65% Trades
Volume 182,151 Change 0.25%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-08-24 Upgrade Wells Fargo
Equal Weight → Overweight
$28 → $41
Jan-09-24 Initiated BMO Capital Markets
Market Perform
$28
Oct-24-23 Initiated KeyBanc Capital Markets
Overweight
$40
Jun-27-23 Initiated Wells Fargo
Equal Weight
$37
Dec-13-22 Initiated Citigroup
Buy
$36
Mar-01-22 Initiated The Benchmark Company
Buy
$45
Feb-01-22 Resumed Stifel
Buy
$50
Jun-03-21 Upgrade Stifel
Hold → Buy
$40 → $47
Mar-26-21 Upgrade JMP Securities
Mkt Perform → Mkt Outperform
$45
Feb-11-21 Upgrade Macquarie
Neutral → Outperform
$40
Jan-19-21 Downgrade Citigroup
Buy → Neutral
$20
Oct-29-20 Upgrade Rosenblatt
Neutral → Buy
$20
Oct-29-20 Upgrade BMO Capital Markets
Market Perform → Outperform
$25
Jun-24-20 Downgrade BMO Capital Markets
Outperform → Market Perform
$13
Apr-08-20 Upgrade Societe Generale
Hold → Buy
Apr-02-20 Upgrade Citigroup
Neutral → Buy
$16 → $14
Mar-30-20 Upgrade BMO Capital Markets
Market Perform → Outperform
Feb-12-20 Downgrade Societe Generale
Buy → Hold
Oct-31-19 Downgrade JP Morgan
Neutral → Underweight
May-08-19 Upgrade SunTrust
Hold → Buy
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(Morningstar Research) +7.81%
05:45PM
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Criteo SA is a global technology company, which specializes in digital performance marketing. The firm enables e-commerce companies to leverage large volumes of granular data to engage and convert their customers. It operates through the following segments: Marketing Solutions and Retail Media. The Marketing Solutions segment allows commerce companies to address multiple marketing goals by engaging their consumers with personalized ads across the web, mobile and offline store environments. The Retail Media segment allows retailers to generate advertising revenues from consumer brands, and/or to drive sales for themselves, by monetizing their data and audiences through personalized ads, either on their own digital property or on the open Internet, that address multiple marketing goals. The company was founded by Jean-Baptiste Rudelle, Franck Le Ouay, Pascal Gauthier, Laurent Quatrefages and Romain Niccoli on November 3, 2005 and is headquartered in Paris, France.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Glickman Sarah JS Chief Financial Officer Apr 23 '24 Sale 35.40 5,504 194,836 327,232 Apr 23 04:15 PM Clarken Megan Chief Executive Officer Mar 14 '24 Sale 35.00 15,837 554,295 537,096 Mar 15 04:12 PM Clarken Megan Chief Executive Officer Mar 13 '24 Sale 35.00 5,485 191,975 552,933 Mar 15 04:12 PM Damon Ryan Chief Legal Officer Mar 04 '24 Sale 32.91 1,974 64,964 176,230 Mar 05 04:16 PM Clarken Megan Chief Executive Officer Feb 26 '24 Sale 32.69 36,675 1,198,906 477,637 Feb 26 05:04 PM Glickman Sarah JS Chief Financial Officer Feb 26 '24 Sale 32.69 9,653 315,557 293,019 Feb 26 05:10 PM Damon Ryan Chief Legal Officer Feb 26 '24 Sale 32.69 7,959 260,180 144,545 Feb 26 05:13 PM Clarken Megan Chief Executive Officer Feb 22 '24 Sale 33.04 23,331 770,856 383,858 Feb 26 05:04 PM Glickman Sarah JS Chief Financial Officer Jan 23 '24 Sale 24.74 3,622 89,608 249,706 Jan 24 04:20 PM Clarken Megan Chief Executive Officer Dec 11 '23 Sale 24.70 3,538 87,389 407,189 Dec 12 04:16 PM Damon Ryan Chief Legal Officer Dec 04 '23 Sale 24.90 2,770 68,973 117,193 Dec 05 04:12 PM Damon Ryan Chief Legal Officer Dec 01 '23 Sale 24.87 6,034 150,082 119,963 Dec 05 04:12 PM Clarken Megan Chief Executive Officer Nov 27 '23 Sale 24.79 5,442 134,880 410,727 Nov 28 04:10 PM Damon Ryan Chief Legal Officer Nov 27 '23 Sale 24.79 1,652 40,945 125,997 Nov 28 04:08 PM Glickman Sarah JS Chief Financial Officer Oct 23 '23 Sale 28.16 5,504 154,979 253,328 Oct 25 04:17 PM Clarken Megan Chief Executive Officer Sep 11 '23 Sale 28.60 3,570 102,102 416,169 Sep 12 04:21 PM Damon Ryan Chief Legal Officer Sep 05 '23 Sale 29.28 2,798 81,925 127,649 Sep 06 04:13 PM Damon Ryan Chief Legal Officer Aug 31 '23 Sale 29.30 3,500 102,550 130,447 Aug 31 04:07 PM Damon Ryan Chief Legal Officer Aug 29 '23 Sale 29.01 7,000 203,070 133,947 Aug 29 04:24 PM Clarken Megan Chief Executive Officer Aug 25 '23 Sale 28.50 5,496 156,636 419,739 Aug 29 04:19 PM Damon Ryan Chief Legal Officer Aug 25 '23 Sale 28.50 1,668 47,538 140,947 Aug 29 04:24 PM van der Kooi Frederik Director Aug 07 '23 Buy 30.45 1,500 45,675 1,500 Aug 08 04:09 PM Glickman Sarah JS Chief Financial Officer Jul 24 '23 Sale 32.63 5,461 178,184 258,832 Jul 26 04:07 PM Lalleman Marie Director Jun 16 '23 Sale 33.41 3,000 100,230 25,816 Jun 16 04:13 PM Clarken Megan Chief Executive Officer Jun 12 '23 Sale 33.75 3,570 120,488 425,235 Jun 14 04:09 PM Balla Nathalie Director Jun 05 '23 Option Exercise 18.71 6,095 114,037 23,895 Jun 07 04:08 PM Balla Nathalie Director Jun 05 '23 Sale 33.50 6,095 204,182 17,800 Jun 07 04:08 PM Damon Ryan Chief Legal Officer Jun 05 '23 Sale 33.81 1,976 66,809 142,615 Jun 07 04:08 PM Clarken Megan Chief Executive Officer May 25 '23 Sale 31.82 5,496 174,862 428,805 May 30 04:21 PM Damon Ryan Chief Legal Officer May 25 '23 Sale 31.82 1,178 37,480 144,591 May 30 04:23 PM Damon Ryan Chief Legal Officer May 12 '23 Sale 32.01 18,028 577,076 145,769 May 12 04:35 PM
Index - P/E - EPS (ttm) -3.30 Insider Own 26.59% Shs Outstand 21.10M Perf Week -2.74%
Market Cap 250.25M Forward P/E - EPS next Y -0.19 Insider Trans -1.05% Shs Float 17.85M Perf Month -14.46%
Income -63.96M PEG - EPS next Q -0.58 Inst Own 9.46% Short Float 5.81% Perf Quarter 39.24%
Sales 105.70M P/S 2.37 EPS this Y 44.16% Inst Trans 1.70% Short Ratio 1.96 Perf Half Y 186.63%
Book/sh 3.34 P/B 3.08 EPS next Y 84.76% ROA -23.83% Short Interest 1.04M Perf Year 82.71%
Cash/sh 1.68 P/C 6.12 EPS next 5Y - ROE -70.80% 52W Range 2.80 - 19.40 Perf YTD 31.59%
Dividend Est. - P/FCF - EPS past 5Y - ROI -32.35% 52W High -46.96% Beta 2.06
Dividend TTM - Quick Ratio 1.66 Sales past 5Y 56.33% Gross Margin 59.86% 52W Low 267.50% ATR (14) 0.99
Dividend Ex-Date - Current Ratio 1.66 EPS Y/Y TTM 39.81% Oper. Margin -41.53% RSI (14) 43.97 Volatility 6.84% 7.13%
Employees 416 Debt/Eq 1.85 Sales Y/Y TTM 31.69% Profit Margin -60.51% Recom 1.40 Target Price 20.80
Option/Short Yes / Yes LT Debt/Eq 1.80 EPS Q/Q 41.57% Payout - Rel Volume 0.60 Prev Close 9.81
Sales Surprise -3.24% EPS Surprise 36.74% Sales Q/Q 23.86% Earnings May 15 AMC Avg Volume 529.45K Price 10.29
SMA20 -9.05% SMA50 -12.86% SMA200 44.91% Trades
Volume 314,798 Change 4.89%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-18-24 Initiated Alliance Global Partners
Buy
$22
Oct-12-22 Initiated Credit Suisse
Neutral
$2
Aug-30-22 Initiated Canaccord Genuity
Buy
$3.50
Apr-22-22 Initiated Raymond James
Outperform
$4
Mar-28-22 Initiated CJS Securities
Market Outperform
$6
Mar-03-22 Initiated Stifel
Buy
$6
Jan-19-22 Downgrade BofA Securities
Neutral → Underperform
$5.05 → $1.75
Nov-30-21 Initiated BofA Securities
Neutral
$5.05
Nov-11-21 Upgrade Robert W. Baird
Neutral → Outperform
$10
Oct-15-21 Initiated Piper Sandler
Neutral
$6.50
Apr-18-24 04:05PM
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Spire Global, Inc. collects space-based data using a proprietary constellation of low earth multi-use receiver nanosatellites. Its software analytics generate proprietary data, insights and predictive analytics for its customers through a subscription model. The company was founded by Peter Platzer in August 2012 and is headquartered in Vienna, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Platzer Peter Chief Executive Officer Feb 22 '24 Sale 10.91 14,640 159,781 1,447,598 Feb 23 05:03 PM Condor Theresa Chief Operating Officer Feb 22 '24 Sale 10.91 6,858 74,848 228,283 Feb 23 04:57 PM Platzer Peter Chief Executive Officer Feb 21 '24 Sale 11.39 12,534 142,737 1,462,238 Feb 23 05:03 PM Condor Theresa Chief Operating Officer Feb 21 '24 Sale 11.39 5,870 66,848 235,141 Feb 23 04:57 PM Platzer Peter Chief Executive Officer Nov 21 '23 Sale 4.67 22,734 106,054 1,474,772 Nov 22 04:13 PM Condor Theresa Chief Operating Officer Nov 21 '23 Sale 4.67 10,189 47,532 241,011 Nov 22 04:20 PM Johnson Boyd C. CLO and Corporate Secretary Nov 21 '23 Sale 4.67 6,039 28,172 114,955 Nov 22 04:22 PM Basola Leonardo Chief Financial Officer Nov 15 '23 Buy 4.99 5,000 24,950 103,750 Nov 16 04:57 PM Basola Leonardo Chief Financial Officer Nov 14 '23 Buy 4.86 5,000 24,300 98,750 Nov 16 04:57 PM Platzer Peter Chief Executive Officer Aug 20 '23 Sale 0.60 159,442 95,506 11,920,833 Aug 24 07:20 PM Condor Theresa Chief Operating Officer Aug 20 '23 Sale 0.60 71,454 42,801 1,974,726 Aug 24 07:20 PM Krywe Thomas Chief Financial Officer Aug 20 '23 Sale 0.60 40,509 24,265 1,480,302 Aug 24 07:21 PM Johnson Boyd C. CLO and Corporate Secretary Aug 20 '23 Sale 0.60 11,111 6,655 967,952 Aug 24 07:21 PM Platzer Peter Chief Executive Officer May 24 '23 Sale 0.74 56,099 41,289 12,080,275 May 30 04:17 PM Condor Theresa Chief Operating Officer May 24 '23 Sale 0.74 26,182 19,270 2,046,180 May 30 04:15 PM Krywe Thomas Chief Financial Officer May 24 '23 Sale 0.74 14,953 11,005 1,520,811 May 30 04:17 PM Johnson Boyd C. CLO and Corporate Secretary May 24 '23 Sale 0.74 3,908 2,876 979,063 May 30 04:16 PM Platzer Peter Chief Executive Officer May 23 '23 Sale 0.74 48,008 35,574 12,136,374 May 30 04:17 PM Condor Theresa Chief Operating Officer May 23 '23 Sale 0.74 22,407 16,604 2,072,362 May 30 04:15 PM Krywe Thomas Chief Financial Officer May 23 '23 Sale 0.74 12,796 9,482 1,535,764 May 30 04:17 PM Johnson Boyd C. CLO and Corporate Secretary May 23 '23 Sale 0.74 3,344 2,478 982,971 May 30 04:16 PM Platzer Peter Chief Executive Officer May 22 '23 Sale 0.72 52,907 38,252 12,184,382 May 30 04:17 PM Condor Theresa Chief Operating Officer May 22 '23 Sale 0.72 24,692 17,852 2,094,769 May 30 04:15 PM Krywe Thomas Chief Financial Officer May 22 '23 Sale 0.72 14,102 10,196 1,548,560 May 30 04:17 PM Johnson Boyd C. CLO and Corporate Secretary May 22 '23 Sale 0.72 3,685 2,664 986,315 May 30 04:16 PM
Index S&P 500 P/E 49.98 EPS (ttm) 4.49 Insider Own 0.37% Shs Outstand 124.23M Perf Week -5.91%
Market Cap 27.88B Forward P/E 23.17 EPS next Y 9.69 Insider Trans -28.15% Shs Float 123.77M Perf Month -15.03%
Income 557.80M PEG 2.66 EPS next Q 1.74 Inst Own 97.33% Short Float 2.33% Perf Quarter -9.90%
Sales 5.35B P/S 5.21 EPS this Y 11.62% Inst Trans 0.32% Short Ratio 3.31 Perf Half Y 27.27%
Book/sh 36.91 P/B 6.08 EPS next Y 29.37% ROA 4.68% Short Interest 2.88M Perf Year 10.70%
Cash/sh 1.62 P/C 138.73 EPS next 5Y 18.76% ROE 12.93% 52W Range 159.95 - 275.10 Perf YTD -9.23%
Dividend Est. 1.57 (0.70%) P/FCF 43.32 EPS past 5Y 12.25% ROI 5.99% 52W High -18.41% Beta 1.54
Dividend TTM 1.56 (0.70%) Quick Ratio 0.67 Sales past 5Y 9.32% Gross Margin 43.82% 52W Low 40.33% ATR (14) 7.43
Dividend Ex-Date Feb 22, 2024 Current Ratio 0.73 EPS Y/Y TTM -5.46% Oper. Margin 18.51% RSI (14) 32.79 Volatility 3.79% 2.55%
Employees 14900 Debt/Eq 1.23 Sales Y/Y TTM 5.76% Profit Margin 10.42% Recom 1.74 Target Price 272.79
Option/Short Yes / Yes LT Debt/Eq 1.04 EPS Q/Q 9.88% Payout 35.45% Rel Volume 1.17 Prev Close 218.93
Sales Surprise -0.75% EPS Surprise 3.92% Sales Q/Q 6.71% Earnings Apr 17 AMC Avg Volume 870.48K Price 224.46
SMA20 -9.68% SMA50 -12.53% SMA200 1.11% Trades
Volume 1,007,495 Change 2.53%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-13-24 Upgrade Evercore ISI
In-line → Outperform
$210 → $310
Jan-11-24 Downgrade Redburn Atlantic
Buy → Neutral
$272
Jan-08-24 Upgrade BofA Securities
Underperform → Buy
$164 → $300
Jan-04-24 Reiterated Needham
Buy
$230 → $305
Dec-19-23 Initiated Oppenheimer
Outperform
$273
Dec-18-23 Upgrade Jefferies
Hold → Buy
$200 → $315
Dec-15-23 Upgrade Wells Fargo
Equal Weight → Overweight
$200 → $290
Dec-08-23 Upgrade Deutsche Bank
Hold → Buy
Nov-20-23 Initiated Citigroup
Buy
$243
Jul-24-23 Downgrade BofA Securities
Neutral → Underperform
$255 → $195
Jan-06-23 Initiated Exane BNP Paribas
Underperform
$150
Nov-15-22 Upgrade Atlantic Equities
Neutral → Overweight
$230
Oct-21-22 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$195 → $158
Oct-19-22 Downgrade Jefferies
Buy → Hold
$250 → $161
Aug-16-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$230
Aug-15-22 Downgrade Atlantic Equities
Overweight → Neutral
$210 → $225
Jul-13-22 Initiated Wells Fargo
Equal Weight
$200
Apr-21-22 Downgrade Evercore ISI
Outperform → In-line
$340 → $200
Mar-30-22 Initiated Deutsche Bank
Hold
$265
Mar-11-22 Resumed BofA Securities
Neutral
$240
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Equifax, Inc. engages in the provision of information solutions and human resources business process outsourcing services. It operates through the following business segments: U.S. Information Solutions, Workforce Solutions and International. The U.S. Information Solutions segment includes consumer and commercial information services, mortgage loan origination information, financial marketing services, and identity management. The Workforce Solutions segment covers employment, income, and social security number verification services as well as complementary payroll-based transaction and employment tax management services. The International segment offers information, technology, and services to support debt collections and recovery management in Canada, Europe, Latin America and Asia Pacific. The company was founded by Cator Woolford and Guy Woolford in 1899 and is headquartered in Atlanta, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Begor Mark W CEO Feb 28 '24 Option Exercise 127.37 58,300 7,425,671 167,212 Feb 29 04:12 PM Begor Mark W CEO Feb 28 '24 Sale 267.52 58,300 15,596,195 108,912 Feb 29 04:12 PM GAMBLE JOHN W JR EVP, CFO & COO Feb 23 '24 Option Exercise 139.83 60,546 8,466,325 110,644 Feb 26 04:11 PM Ploder Rodolfo O EVP, Pres Workforce Solutions Feb 14 '24 Option Exercise 138.45 14,788 2,047,399 100,099 Feb 15 04:11 PM Ploder Rodolfo O EVP, Pres Workforce Solutions Feb 14 '24 Sale 247.59 20,788 5,146,913 79,311 Feb 15 04:11 PM KELLEY JOHN J III EVP, Chief Legal Officer Nov 20 '23 Sale 208.53 4,000 834,106 9,394 Nov 21 04:30 PM Houston Julia A EVP, Strategy & Mktg Officer Nov 20 '23 Sale 208.53 2,000 417,053 8,734 Nov 21 04:29 PM KELLEY JOHN J III EVP, Chief Legal Officer Nov 15 '23 Option Exercise 139.83 48,221 6,742,921 61,615 Nov 17 04:06 PM Houston Julia A EVP, Strategy & Mktg Officer Nov 15 '23 Option Exercise 131.18 21,485 2,818,434 32,219 Nov 17 04:07 PM Ploder Rodolfo O EVP, Pres Workforce Solutions Nov 15 '23 Option Exercise 127.37 12,233 1,558,117 98,262 Nov 17 04:06 PM KELLEY JOHN J III EVP, Chief Legal Officer Nov 15 '23 Sale 199.51 48,221 9,620,785 13,394 Nov 17 04:06 PM Houston Julia A EVP, Strategy & Mktg Officer Nov 15 '23 Sale 199.50 21,485 4,286,212 10,734 Nov 17 04:07 PM Ploder Rodolfo O EVP, Pres Workforce Solutions Nov 15 '23 Sale 199.50 18,233 3,637,545 80,029 Nov 17 04:06 PM Koehler Bryson R EVP, CTO, Prod & D&A Officer Nov 15 '23 Sale 201.00 1,000 201,000 17,328 Nov 17 04:06 PM Begor Mark W CEO Nov 01 '23 Sale 166.58 7,000 1,166,037 63,011 Nov 02 04:03 PM Smith Melissa D Director Oct 26 '23 Buy 166.27 914 151,971 1,586 Oct 30 04:39 PM Koehler Bryson R EVP, CTO, Prod & D&A Officer Aug 28 '23 Sale 200.00 10,000 2,000,000 18,310 Aug 29 04:10 PM Begor Mark W CEO Aug 02 '23 Sale 201.38 7,000 1,409,658 69,902 Aug 04 04:09 PM GAMBLE JOHN W JR EVP, CFO & COO Aug 02 '23 Sale 201.33 2,500 503,319 44,026 Aug 04 04:09 PM Griggs James M SVP & Corp Controller May 31 '23 Sale 210.00 250 52,500 4,709 Jun 01 04:16 PM Griggs James M SVP & Corp Controller May 26 '23 Sale 209.55 250 52,389 4,959 May 30 04:15 PM GAMBLE JOHN W JR EVP, CFO & COO May 25 '23 Sale 207.03 6,500 1,345,680 46,508 May 30 04:15 PM Chaney Carla EVP, Chief HR Officer May 24 '23 Option Exercise 149.84 13,180 1,974,923 29,488 May 26 04:16 PM Chaney Carla EVP, Chief HR Officer May 24 '23 Sale 207.54 15,180 3,150,505 14,308 May 26 04:16 PM Begor Mark W CEO May 18 '23 Sale 208.37 7,000 1,458,569 134,646 May 22 04:49 PM
Index RUT P/E - EPS (ttm) -1.17 Insider Own 4.24% Shs Outstand 117.37M Perf Week -4.96%
Market Cap 640.32M Forward P/E - EPS next Y -0.96 Insider Trans -2.43% Shs Float 114.18M Perf Month -11.97%
Income -131.10M PEG - EPS next Q -0.58 Inst Own 61.43% Short Float 17.97% Perf Quarter -36.90%
Sales 1.09B P/S 0.59 EPS this Y -16.20% Inst Trans -8.47% Short Ratio 4.01 Perf Half Y 5.92%
Book/sh 0.02 P/B 229.39 EPS next Y 28.95% ROA -9.39% Short Interest 20.52M Perf Year -38.35%
Cash/sh 1.62 P/C 3.32 EPS next 5Y - ROE -177.22% 52W Range 4.26 - 17.68 Perf YTD -47.97%
Dividend Est. - P/FCF 15.12 EPS past 5Y -18.78% ROI -14.81% 52W High -69.63% Beta 2.69
Dividend TTM - Quick Ratio - Sales past 5Y 27.36% Gross Margin 30.13% 52W Low 26.06% ATR (14) 0.39
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM 60.93% Oper. Margin -19.63% RSI (14) 37.24 Volatility 6.90% 5.90%
Employees 4693 Debt/Eq 23.64 Sales Y/Y TTM -52.36% Profit Margin -12.05% Recom 3.29 Target Price 6.77
Option/Short Yes / Yes LT Debt/Eq 19.72 EPS Q/Q 65.06% Payout - Rel Volume 0.84 Prev Close 5.24
Sales Surprise -1.02% EPS Surprise 5.26% Sales Q/Q -54.54% Earnings Feb 27 AMC Avg Volume 5.11M Price 5.37
SMA20 -10.10% SMA50 -17.14% SMA200 -34.94% Trades
Volume 4,320,502 Change 2.48%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-29-24 Downgrade Gordon Haskett
Hold → Underperform
$5.50
Dec-08-23 Initiated B. Riley Securities
Neutral
$8
Sep-28-23 Upgrade DA Davidson
Underperform → Neutral
$8.50 → $8
Sep-26-23 Upgrade Gordon Haskett
Underperform → Hold
$8 → $7
Aug-15-23 Upgrade Oppenheimer
Underperform → Perform
Jul-19-23 Downgrade Gordon Haskett
Hold → Underperform
$10.50
Jul-12-23 Downgrade DA Davidson
Neutral → Underperform
$10
May-05-23 Upgrade Compass Point
Sell → Neutral
$7
Apr-18-23 Initiated Gordon Haskett
Hold
Feb-27-23 Initiated JP Morgan
Neutral
$8
Dec-21-22 Downgrade Truist
Buy → Hold
$10 → $5.50
Dec-13-22 Initiated Citigroup
Neutral
$5
Nov-10-22 Downgrade Compass Point
Neutral → Sell
$9 → $2.25
Nov-07-22 Downgrade Oppenheimer
Perform → Underperform
$1.30
Jul-13-22 Initiated KeyBanc Capital Markets
Sector Weight
Jul-11-22 Downgrade Wedbush
Outperform → Neutral
$14 → $9
Jun-21-22 Resumed Compass Point
Neutral
$8.50
Apr-26-22 Downgrade Piper Sandler
Overweight → Underweight
$40 → $11
Mar-30-22 Initiated Goldman
Neutral
$20
Feb-18-22 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$60 → $23
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(Yahoo Finance Video) +5.08%
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Redfin Corp. engages in the management of an online real estate marketplace and provision of real estate services. It operates through the following segments: Real Estate Services, Rentals, Mortgage, Other, and Corporate Overhead. The company was founded by David Selinger, David Eraker, and Michael Dougherty in October 2002 and is headquartered in Seattle, WA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
KELMAN GLENN Chief Executive Officer Mar 06 '24 Buy 6.41 30,500 195,593 1,458,448 Mar 07 04:24 PM Taubman Christian John Chief Growth Officer Mar 01 '24 Sale 6.90 7,916 54,592 52,117 Mar 04 05:49 PM STEVENS ANNA Chief Human Resources Officer Feb 22 '24 Sale 6.78 10,851 73,595 0 Feb 22 05:58 PM Kappus Anthony Ray Chief Legal Officer Feb 22 '24 Sale 6.78 8,135 55,170 15,477 Feb 22 05:57 PM Frey Bridget Chief Technology Officer Feb 20 '24 Option Exercise 0.00 14,664 0 424,919 Feb 22 05:58 PM Taubman Christian John Chief Growth Officer Feb 20 '24 Option Exercise 0.00 11,618 0 62,017 Feb 22 05:58 PM STEVENS ANNA Chief Human Resources Officer Feb 20 '24 Option Exercise 0.00 16,580 0 12,473 Feb 22 05:58 PM Nielsen Christopher John Chief Financial Officer Feb 20 '24 Option Exercise 0.00 15,402 0 417,676 Feb 22 05:56 PM Kappus Anthony Ray Chief Legal Officer Feb 20 '24 Option Exercise 0.00 11,654 0 25,596 Feb 22 05:57 PM Nielsen Christopher John Chief Financial Officer Dec 15 '23 Sale 9.88 10,000 98,836 404,345 Dec 18 04:00 PM Frey Bridget Chief Technology Officer Dec 14 '23 Sale 9.42 25,915 244,150 409,188 Dec 18 04:00 PM STEVENS ANNA Chief Human Resources Officer Nov 30 '23 Sale 7.10 55,402 393,537 0 Dec 01 02:55 PM Kappus Anthony Ray Chief Legal Officer Nov 22 '23 Sale 6.57 8,815 57,952 15,477 Nov 27 06:00 PM Taubman Christian John Chief Growth Officer Nov 21 '23 Sale 6.51 19,312 125,626 51,923 Nov 22 02:47 PM Taubman Christian John Chief Growth Officer Nov 20 '23 Option Exercise 0.00 14,552 0 72,836 Nov 22 02:47 PM STEVENS ANNA Chief Human Resources Officer Nov 20 '23 Option Exercise 0.00 16,579 0 58,773 Nov 22 02:47 PM Frey Bridget Chief Technology Officer Nov 20 '23 Option Exercise 0.00 14,665 0 437,104 Nov 22 02:47 PM Kappus Anthony Ray Chief Legal Officer Nov 20 '23 Option Exercise 0.00 11,656 0 25,893 Nov 22 02:46 PM Nielsen Christopher John Chief Financial Officer Nov 20 '23 Option Exercise 0.00 15,404 0 417,626 Nov 22 02:47 PM Nielsen Christopher John Chief Financial Officer Nov 15 '23 Sale 6.40 10,000 63,960 405,094 Nov 16 04:58 PM KELMAN GLENN Chief Executive Officer Nov 09 '23 Option Exercise 3.75 211,111 791,666 1,427,948 Nov 13 05:06 PM Nielsen Christopher John Chief Financial Officer Oct 16 '23 Sale 5.89 10,000 58,896 415,094 Oct 18 04:20 PM Nielsen Christopher John Chief Financial Officer Sep 15 '23 Sale 8.42 10,000 84,244 425,094 Sep 18 04:25 PM Kappus Anthony Ray Chief Legal Officer Aug 30 '23 Sale 9.02 23,237 209,551 15,477 Sep 01 03:46 PM Frey Bridget Chief Technology Officer Aug 15 '23 Sale 10.20 15,000 152,968 412,921 Aug 17 04:54 PM Nielsen Christopher John Chief Financial Officer May 30 '23 Option Exercise 2.25 164,444 369,999 425,845 May 31 06:29 PM Nielsen Christopher John Chief Financial Officer May 26 '23 Option Exercise 2.25 325,655 732,724 435,989 May 30 04:13 PM Nielsen Christopher John Chief Financial Officer May 26 '23 Sale 9.34 174,588 1,629,936 261,401 May 30 04:13 PM Frey Bridget Chief Technology Officer May 02 '23 Option Exercise 3.75 37,081 139,054 411,038 May 03 05:49 PM
Index NDX, S&P 500 P/E 64.48 EPS (ttm) 9.78 Insider Own 2.84% Shs Outstand 280.42M Perf Week 3.17%
Market Cap 176.63B Forward P/E 33.15 EPS next Y 19.03 Insider Trans -1.65% Shs Float 272.02M Perf Month -2.00%
Income 2.77B PEG 4.48 EPS next Q 9.38 Inst Own 85.70% Short Float 1.25% Perf Quarter -0.78%
Sales 15.09B P/S 11.70 EPS this Y 14.02% Inst Trans 0.39% Short Ratio 2.71 Perf Half Y 24.48%
Book/sh 60.38 P/B 10.45 EPS next Y 15.90% ROA 9.74% Short Interest 3.39M Perf Year 41.33%
Cash/sh 5.32 P/C 118.63 EPS next 5Y 14.39% ROE 16.92% 52W Range 400.22 - 671.01 Perf YTD 0.94%
Dividend Est. 3.49 (0.55%) P/FCF 37.78 EPS past 5Y 10.59% ROI 11.87% 52W High -5.98% Beta 1.22
Dividend TTM 3.48 (0.55%) Quick Ratio 1.17 Sales past 5Y 19.25% Gross Margin 74.89% 52W Low 57.63% ATR (14) 13.62
Dividend Ex-Date Apr 09, 2024 Current Ratio 1.17 EPS Y/Y TTM 42.92% Oper. Margin 23.00% RSI (14) 51.48 Volatility 2.10% 1.89%
Employees 18200 Debt/Eq 0.38 Sales Y/Y TTM 10.30% Profit Margin 18.35% Recom 1.68 Target Price 701.48
Option/Short Yes / Yes LT Debt/Eq 0.38 EPS Q/Q 108.66% Payout 37.04% Rel Volume 1.17 Prev Close 609.77
Sales Surprise -0.01% EPS Surprise 14.51% Sales Q/Q 11.34% Earnings Feb 22 AMC Avg Volume 1.25M Price 630.88
SMA20 0.53% SMA50 -1.76% SMA200 10.51% Trades
Volume 1,461,942 Change 3.46%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-15-23 Initiated Susquehanna
Positive
$700
Sep-29-23 Initiated HSBC Securities
Hold
$520
Jul-19-23 Upgrade Exane BNP Paribas
Underperform → Neutral
$532
Apr-24-23 Initiated Atlantic Equities
Overweight
$530
Mar-16-23 Initiated UBS
Neutral
$430
Mar-15-23 Initiated Daiwa Securities
Outperform
$444
Nov-22-22 Initiated Credit Suisse
Outperform
$500
Oct-03-22 Downgrade JP Morgan
Overweight → Neutral
$360
Sep-22-22 Initiated MoffettNathanson
Outperform
$500
Sep-01-22 Initiated Citigroup
Buy
$538
Mar-11-22 Upgrade Edward Jones
Hold → Buy
Feb-25-22 Reiterated Wolfe Research
Outperform
$790 → $600
Feb-25-22 Reiterated Stifel
Buy
$725 → $600
Feb-25-22 Reiterated JP Morgan
Overweight
$750 → $640
Feb-25-22 Reiterated Jefferies
Buy
$790 → $700
Feb-25-22 Reiterated Goldman
Buy
$840 → $715
Feb-25-22 Reiterated Evercore ISI
Outperform
$720 → $645
Feb-25-22 Reiterated Deutsche Bank
Buy
$700 → $650
Feb-25-22 Reiterated BofA Securities
Buy
$750 → $650
Feb-25-22 Reiterated BMO Capital Markets
Outperform
$625 → $600
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Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Notarainni Mark P. EVP, Consumer Group Apr 01 '24 Option Exercise 0.00 713 0 1,582 Apr 02 06:51 PM Tessel Marianna EVP, SBSEG Apr 01 '24 Option Exercise 0.00 1,251 0 34,648 Apr 02 06:54 PM Balazs Alex G. EVP, Chief Technology Officer Apr 01 '24 Option Exercise 0.00 401 0 401 Apr 02 06:56 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Apr 01 '24 Option Exercise 0.00 915 0 23,898 Apr 02 06:57 PM FENNELL LAURA A EVP, People and Places Apr 01 '24 Option Exercise 0.00 1,435 0 51,504 Apr 02 06:56 PM Aujla Sandeep EVP and CFO Apr 01 '24 Option Exercise 0.00 2,857 0 5,215 Apr 02 07:01 PM Hotz Lauren D SVP, Chief Accounting Officer Apr 01 '24 Option Exercise 0.00 318 0 3,557 Apr 02 07:01 PM Goodarzi Sasan K CEO, President and Director Apr 01 '24 Option Exercise 0.00 2,611 0 69,218 Apr 02 09:30 PM Balazs Alex G. EVP, Chief Technology Officer Mar 20 '24 Sale 636.38 280 178,246 0 Mar 21 08:31 PM Hotz Lauren D SVP, Chief Accounting Officer Mar 01 '24 Option Exercise 0.00 96 0 3,276 Mar 04 06:06 PM Aujla Sandeep EVP and CFO Mar 01 '24 Option Exercise 0.00 140 0 2,383 Mar 04 06:05 PM Balazs Alex G. EVP and CTO Mar 01 '24 Option Exercise 0.00 84 0 309 Mar 04 06:05 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Feb 27 '24 Option Exercise 216.64 3,692 799,835 26,640 Feb 27 07:16 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Feb 27 '24 Sale 663.84 3,692 2,450,892 22,948 Feb 27 07:16 PM Hotz Lauren D SVP, Chief Accounting Officer Feb 26 '24 Sale 655.13 745 488,072 3,180 Feb 27 07:15 PM Burton Eve B Director Jan 20 '24 Option Exercise 30.10 2,988 89,933 2,988 Jan 22 10:25 AM DALZELL RICHARD L Director Jan 18 '24 Option Exercise 22.52 1,358 30,583 15,219 Jan 22 10:26 AM SZKUTAK THOMAS J Director Jan 18 '24 Option Exercise 18.64 1,331 24,809 3,319 Jan 22 10:28 AM NORA JOHNSON SUZANNE M Director Jan 18 '24 Option Exercise 0.00 1,215 0 38,593 Jan 22 10:24 AM Vazquez Raul Director Jan 18 '24 Option Exercise 0.00 1,215 0 1,215 Jan 22 10:23 AM Liu Deborah Director Jan 18 '24 Option Exercise 0.00 1,215 0 2,656 Jan 22 10:26 AM Balazs Alex G. EVP, Chief Technology Officer Jan 09 '24 Sale 599.68 3,964 2,377,113 225 Jan 10 03:15 PM FENNELL LAURA A EVP, People and Places Jan 08 '24 Option Exercise 216.64 14,772 3,200,206 64,802 Jan 09 04:53 PM FENNELL LAURA A EVP, People and Places Jan 08 '24 Sale 598.52 14,772 8,841,269 50,030 Jan 09 04:53 PM FENNELL LAURA A EVP, People and Places Jan 05 '24 Option Exercise 216.64 14,771 3,199,989 64,801 Jan 09 04:53 PM FENNELL LAURA A EVP, People and Places Jan 05 '24 Sale 589.60 14,771 8,708,919 50,030 Jan 09 04:53 PM Aujla Sandeep EVP and CFO Jan 01 '24 Option Exercise 0.00 2,665 0 3,540 Jan 02 09:17 PM Goodarzi Sasan K CEO, President and Director Dec 31 '23 Option Exercise 0.00 2,621 0 67,945 Jan 02 09:25 PM Tessel Marianna EVP, SBSEG Dec 31 '23 Option Exercise 0.00 1,251 0 34,012 Jan 02 09:20 PM Hotz Lauren D SVP, Chief Accounting Officer Dec 31 '23 Option Exercise 0.00 320 0 2,596 Jan 02 09:18 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Dec 31 '23 Option Exercise 0.00 1,152 0 23,521 Jan 02 09:19 PM Notarainni Mark P. EVP, Consumer Group Dec 31 '23 Option Exercise 0.00 713 0 1,582 Jan 02 09:19 PM FENNELL LAURA A EVP, People and Places Dec 31 '23 Option Exercise 0.00 1,797 0 50,923 Jan 02 09:18 PM Aujla Sandeep EVP and CFO Dec 31 '23 Option Exercise 0.00 192 0 974 Jan 02 09:17 PM Balazs Alex G. EVP, Chief Technology Officer Dec 31 '23 Option Exercise 0.00 401 0 4,402 Jan 02 09:17 PM Vazquez Raul Director Dec 22 '23 Sale 622.92 1,631 1,015,978 0 Dec 22 07:32 PM Goodarzi Sasan K CEO, President, and Director Dec 08 '23 Option Exercise 0.00 1,374 0 66,698 Dec 12 03:46 PM FENNELL LAURA A EVP, People and Places Dec 08 '23 Option Exercise 0.00 370 0 49,496 Dec 12 03:47 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Dec 08 '23 Option Exercise 0.00 228 0 22,597 Dec 12 03:47 PM Goodarzi Sasan K CEO, President, and Director Dec 06 '23 Option Exercise 135.35 78,170 10,580,310 158,965 Dec 08 06:15 PM Goodarzi Sasan K CEO, President, and Director Dec 06 '23 Sale 569.02 93,641 53,283,722 65,324 Dec 08 06:15 PM Aujla Sandeep EVP and CFO Dec 04 '23 Sale 568.62 34 19,333 1,132 Dec 05 04:09 PM Aujla Sandeep EVP and CFO Dec 01 '23 Option Exercise 0.00 140 0 1,238 Dec 05 04:09 PM Hotz Lauren D SVP, Chief Accounting Officer Dec 01 '23 Option Exercise 0.00 97 0 2,322 Dec 05 04:10 PM Balazs Alex G. EVP and CTO Dec 01 '23 Option Exercise 0.00 84 0 4,046 Dec 05 04:09 PM SZKUTAK THOMAS J Director Nov 01 '23 Option Exercise 0.00 100 0 1,988 Nov 01 09:04 PM DALZELL RICHARD L Director Nov 01 '23 Option Exercise 0.00 126 0 13,861 Nov 01 09:03 PM Vazquez Raul Director Oct 05 '23 Sale 516.52 1,938 1,001,018 1,631 Oct 06 03:06 PM Aujla Sandeep EVP and CFO Oct 03 '23 Sale 511.29 696 355,858 1,098 Oct 04 07:06 PM Notarainni Mark P. EVP, Consumer Group Oct 03 '23 Sale 511.29 358 183,042 869 Oct 04 07:06 PM Hotz Lauren D SVP, Chief Accounting Officer Oct 01 '23 Option Exercise 0.00 316 0 2,385 Oct 04 12:48 PM Notarainni Mark P. EVP, Consumer Group Oct 01 '23 Option Exercise 0.00 713 0 1,582 Oct 03 12:56 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Oct 01 '23 Option Exercise 0.00 680 0 22,707 Oct 03 12:55 PM FENNELL LAURA A EVP, People and Places Oct 01 '23 Option Exercise 0.00 1,074 0 49,660 Oct 03 12:54 PM Goodarzi Sasan K CEO, President, and Director Oct 01 '23 Option Exercise 0.00 2,546 0 82,060 Oct 03 12:55 PM Tessel Marianna EVP, SBSEG Oct 01 '23 Option Exercise 0.00 1,250 0 33,421 Oct 03 12:56 PM Aujla Sandeep EVP and CFO Oct 01 '23 Option Exercise 0.00 2,857 0 3,262 Oct 03 12:53 PM Balazs Alex G. EVP, Chief Technology Officer Oct 01 '23 Option Exercise 0.00 401 0 4,175 Oct 03 12:53 PM Balazs Alex G. EVP, Chief Technology Officer Sep 29 '23 Sale 523.58 2,307 1,207,899 3,774 Oct 03 12:53 PM Tessel Marianna EVP, SBSEG Sep 11 '23 Sale 552.63 8,702 4,808,986 32,171 Sep 13 04:36 PM Aujla Sandeep EVP and CFO Sep 06 '23 Sale 546.42 1,167 637,675 405 Sep 07 06:38 PM Hotz Lauren D SVP, Chief Accounting Officer Sep 06 '23 Sale 549.42 550 302,181 2,054 Sep 07 06:43 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Sep 05 '23 Option Exercise 135.35 10,237 1,385,578 32,264 Sep 07 06:44 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Sep 05 '23 Sale 551.01 10,237 5,640,649 22,027 Sep 07 06:44 PM Chriss James Alexander Executive Vice President Sep 05 '23 Sale 548.30 8,022 4,398,455 1,202 Sep 07 06:39 PM Notarainni Mark P. EVP, Consumer Group Sep 05 '23 Sale 548.30 7,274 3,988,361 869 Sep 07 06:44 PM Aujla Sandeep EVP and CFO Sep 05 '23 Sale 548.64 1,206 661,660 1,572 Sep 07 06:38 PM Aujla Sandeep EVP and CFO Sep 01 '23 Option Exercise 0.00 4,950 0 5,185 Sep 06 04:18 PM Chriss James Alexander EVP, SBSEG Sep 01 '23 Option Exercise 0.00 16,837 0 17,246 Sep 06 04:19 PM Tessel Marianna EVP, Chief Technology Officer Sep 01 '23 Option Exercise 0.00 22,852 0 51,692 Sep 06 04:21 PM Hotz Lauren D SVP, Chief Accounting Officer Sep 01 '23 Option Exercise 0.00 96 0 2,660 Sep 06 04:21 PM FENNELL LAURA A EVP, People and Places Sep 01 '23 Option Exercise 0.00 17,417 0 57,666 Sep 06 04:19 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Sep 01 '23 Option Exercise 0.00 11,610 0 28,079 Sep 06 04:20 PM Notarainni Mark P. EVP, Consumer Group Sep 01 '23 Option Exercise 0.00 14,433 0 15,417 Sep 06 04:20 PM Goodarzi Sasan K CEO, President, and Director Sep 01 '23 Option Exercise 0.00 31,358 0 94,985 Sep 06 04:18 PM Aujla Sandeep EVP and CFO Aug 29 '23 Option Exercise 292.03 10,732 3,134,055 10,967 Aug 30 04:28 PM Tessel Marianna EVP, Chief Technology Officer Aug 29 '23 Option Exercise 140.21 6,978 978,385 35,818 Aug 30 04:30 PM Aujla Sandeep EVP and CFO Aug 29 '23 Sale 531.01 10,732 5,698,803 235 Aug 30 04:28 PM Tessel Marianna EVP, Chief Technology Officer Aug 29 '23 Sale 531.31 7,310 3,883,902 28,840 Aug 30 04:30 PM Notarainni Mark P. EVP, Consumer Group Aug 28 '23 Option Exercise 279.85 6,876 1,924,258 5,991 Aug 30 04:30 PM Notarainni Mark P. EVP, Consumer Group Aug 28 '23 Sale 518.31 7,849 4,068,196 984 Aug 30 04:30 PM Chriss James Alexander EVP, SBSEG Aug 28 '23 Sale 519.05 334 173,363 409 Aug 30 04:29 PM Aujla Sandeep EVP and CFO Aug 28 '23 Sale 519.05 104 53,981 235 Aug 30 04:28 PM Hotz Lauren D SVP, Chief Accounting Officer Aug 14 '23 Option Exercise 0.00 38 0 2,578 Aug 15 07:56 PM Chriss James Alexander EVP, SBSEG Aug 14 '23 Option Exercise 0.00 688 0 1,097 Aug 15 07:55 PM Aujla Sandeep EVP and CFO Aug 14 '23 Option Exercise 0.00 404 0 536 Aug 15 07:54 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Aug 14 '23 Option Exercise 0.00 265 0 16,596 Aug 15 07:57 PM Tessel Marianna EVP, Chief Technology Officer Aug 14 '23 Option Exercise 0.00 688 0 29,528 Aug 15 07:58 PM FENNELL LAURA A EVP, People and Places Aug 14 '23 Option Exercise 0.00 674 0 40,570 Aug 15 07:56 PM SZKUTAK THOMAS J Director Jul 27 '23 Option Exercise 0.00 100 0 1,888 Jul 31 08:14 PM DALZELL RICHARD L Director Jul 27 '23 Option Exercise 0.00 126 0 13,735 Jul 31 08:12 PM FENNELL LAURA A EVP, People and Places Jul 03 '23 Option Exercise 135.35 53,741 7,273,844 93,637 Jul 05 08:49 PM FENNELL LAURA A EVP, People and Places Jul 03 '23 Sale 450.96 53,741 24,235,296 39,896 Jul 05 08:49 PM Clatterbuck Michelle M EVP and CFO Jul 03 '23 Sale 452.74 1,412 639,269 1,350 Jul 05 08:49 PM Chriss James Alexander EVP, SBSEG Jul 03 '23 Sale 452.74 1,394 631,120 409 Jul 05 08:48 PM Goodarzi Sasan K CEO, President, and Director Jul 01 '23 Option Exercise 0.00 4,669 0 67,971 Jul 03 03:25 PM Hotz Lauren D SVP, Chief Accounting Officer Jul 01 '23 Option Exercise 0.00 824 0 2,829 Jul 03 03:25 PM McLean Kerry J EVP, Gen. Counsel & Corp.Sec. Jul 01 '23 Option Exercise 0.00 870 0 16,634 Jul 03 03:23 PM Tessel Marianna EVP, Chief Technology Officer Jul 01 '23 Option Exercise 0.00 3,058 0 30,358 Jul 03 03:24 PM Krishna Varun EVP, Consumer Group Jul 01 '23 Option Exercise 0.00 1,764 0 2,146 Jul 03 03:23 PM
Index RUT P/E - EPS (ttm) -0.05 Insider Own 3.76% Shs Outstand 270.03M Perf Week 2.72%
Market Cap 1.12B Forward P/E 16.92 EPS next Y 0.25 Insider Trans -2.03% Shs Float 260.24M Perf Month -15.45%
Income -11.94M PEG - EPS next Q 0.03 Inst Own 49.50% Short Float 11.82% Perf Quarter 20.58%
Sales 198.96M P/S 5.65 EPS this Y 427.50% Inst Trans 8.26% Short Ratio 10.75 Perf Half Y -1.19%
Book/sh -0.91 P/B - EPS next Y 87.63% ROA -3.10% Short Interest 30.76M Perf Year 2.21%
Cash/sh 1.09 P/C 3.81 EPS next 5Y 35.60% ROE - 52W Range 3.17 - 5.75 Perf YTD 14.29%
Dividend Est. - P/FCF - EPS past 5Y 40.58% ROI -11.45% 52W High -27.65% Beta 1.34
Dividend TTM - Quick Ratio 3.31 Sales past 5Y 55.42% Gross Margin 68.45% 52W Low 31.23% ATR (14) 0.21
Dividend Ex-Date - Current Ratio 3.59 EPS Y/Y TTM 86.73% Oper. Margin 5.32% RSI (14) 45.02 Volatility 4.31% 4.81%
Employees 414 Debt/Eq - Sales Y/Y TTM 99.42% Profit Margin -6.00% Recom 1.40 Target Price 7.00
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 106.31% Payout - Rel Volume 0.36 Prev Close 4.11
Sales Surprise 8.40% EPS Surprise -100.00% Sales Q/Q 62.16% Earnings Feb 27 AMC Avg Volume 2.86M Price 4.16
SMA20 -4.50% SMA50 -2.77% SMA200 1.52% Trades
Volume 1,020,715 Change 1.22%
Date
Action
Analyst
Rating Change
Price Target Change
Oct-10-23 Initiated Wedbush
Outperform
$10
May-14-21 Initiated RBC Capital Mkts
Sector Perform
$5
Dec-24-19 Initiated Oppenheimer
Outperform
$2.50
Oct-25-19 Initiated Cantor Fitzgerald
Overweight
$3
May-14-19 Initiated BTIG Research
Buy
$3
Mar-04-19 Initiated SVB Leerink
Outperform
$3
Feb-22-19 Initiated SVB Leerink
Outperform
$3
Feb-28-18 Downgrade Maxim Group
Hold → Sell
$1
Nov-01-17 Downgrade Maxim Group
Buy → Hold
Oct-10-17 Initiated H.C. Wainwright
Buy
$7
Oct-06-17 Reiterated Maxim Group
Buy
$4 → $7
Aug-11-17 Initiated Maxim Group
Buy
$4
May-10-16 Reiterated RBC Capital Mkts
Underperform
$0.15 → $0.20
May-10-16 Reiterated Piper Jaffray
Underweight
$0.05 → $0.10
Jan-06-16 Reiterated RBC Capital Mkts
Underperform
$1 → $0.15
Jan-06-16 Reiterated Piper Jaffray
Underweight
$1.50 → $0.05
Nov-04-15 Downgrade RBC Capital Mkts
Outperform → Underperform
$9 → $1
Sep-09-15 Downgrade Piper Jaffray
Neutral → Underweight
Aug-03-15 Reiterated RBC Capital Mkts
Outperform
$10 → $9
May-11-15 Reiterated MLV & Co
Hold
$7 → $4
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Aug-10-22 07:19AM
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(Thomson Reuters StreetEvents)
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Aug-02-22 06:00AM
Aug-01-22 07:35PM
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MannKind Corp. is a biopharmaceutical company, which focuses on the development and commercialization of innovative therapeutic products and devices to address serious unmet medical needs for those living with endocrine and orphan lung diseases. Its products and pipeline include Afrezza, Pediatric Afrezza, V-Go, Tyvaso DPI, MNKD-101, MNKD-201, MNKD-301, and MNKD-501. The company was founded by Alfred E. Mann on February 14, 1991 and is headquartered in Danbury, CT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Castagna Michael Chief Executive Officer Dec 15 '23 Sale 4.00 90,482 361,928 2,148,665 Dec 15 09:00 PM Castagna Michael Chief Executive Officer Dec 14 '23 Sale 4.00 110,000 440,000 2,239,147 Dec 15 09:00 PM Castagna Michael Chief Executive Officer Nov 01 '23 Sale 4.25 10,000 42,500 2,349,147 Nov 02 09:00 PM Castagna Michael Chief Executive Officer Oct 02 '23 Sale 4.61 10,000 46,100 2,359,147 Oct 02 09:00 PM Castagna Michael Chief Executive Officer Sep 01 '23 Sale 4.61 10,000 46,100 2,436,039 Sep 05 09:00 PM Thomson David EVP Genl Counsel & Secretary Aug 28 '23 Sale 4.78 8,100 38,738 798,835 Aug 28 09:00 PM Castagna Michael Chief Executive Officer Aug 01 '23 Sale 4.57 10,000 45,686 2,496,735 Aug 01 09:00 PM Castagna Michael Chief Executive Officer Jul 03 '23 Sale 4.07 10,000 40,701 2,506,735 Jul 05 06:00 AM Castagna Michael Chief Executive Officer Jun 01 '23 Sale 4.53 10,000 45,302 2,516,735 Jun 02 09:00 PM Castagna Michael Chief Executive Officer May 26 '23 Sale 4.50 75,000 337,335 2,526,735 May 26 09:00 PM Castagna Michael Chief Executive Officer May 25 '23 Sale 4.59 75,000 344,468 2,601,735 May 26 09:00 PM Castagna Michael Chief Executive Officer May 24 '23 Sale 4.69 150,000 702,780 2,331,735 May 24 09:00 PM Thomson David EVP Genl Counsel & Secretary May 24 '23 Sale 4.68 95,576 447,754 735,263 May 24 09:00 PM Binder Steven B. Chief Financial Officer May 24 '23 Sale 4.67 47,810 223,512 838,324 May 24 09:00 PM Castagna Michael Chief Executive Officer May 05 '23 Sale 4.00 10,000 40,000 2,020,128 May 05 09:00 PM
Index - P/E - EPS (ttm) -2.73 Insider Own 2.26% Shs Outstand 75.37M Perf Week -0.96%
Market Cap 3.10B Forward P/E - EPS next Y -3.29 Insider Trans -2.36% Shs Float 73.73M Perf Month -6.61%
Income -182.39M PEG - EPS next Q -0.66 Inst Own 94.64% Short Float 3.74% Perf Quarter -8.79%
Sales 0.00M P/S - EPS this Y -6.70% Inst Trans 1.09% Short Ratio 7.60 Perf Half Y 23.62%
Book/sh 12.31 P/B 3.34 EPS next Y -12.95% ROA -21.22% Short Interest 2.76M Perf Year 4.32%
Cash/sh 8.46 P/C 4.86 EPS next 5Y 8.90% ROE -22.12% 52W Range 27.99 - 50.99 Perf YTD -10.79%
Dividend Est. - P/FCF - EPS past 5Y -10.87% ROI -19.45% 52W High -19.42% Beta 1.19
Dividend TTM - Quick Ratio 23.65 Sales past 5Y 35.90% Gross Margin - 52W Low 46.83% ATR (14) 1.48
Dividend Ex-Date - Current Ratio 23.65 EPS Y/Y TTM -33.48% Oper. Margin 0.00% RSI (14) 41.75 Volatility 4.25% 3.25%
Employees 259 Debt/Eq 0.01 Sales Y/Y TTM -100.00% Profit Margin - Recom 1.12 Target Price 58.33
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q -12.29% Payout - Rel Volume 0.89 Prev Close 40.01
Sales Surprise -100.00% EPS Surprise 15.70% Sales Q/Q - Earnings Feb 29 AMC Avg Volume 362.73K Price 41.09
SMA20 -1.91% SMA50 -8.20% SMA200 3.51% Trades
Volume 323,512 Change 2.70%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-04-24 Initiated Citigroup
Buy
$62
Dec-08-23 Initiated Robert W. Baird
Outperform
$63
Oct-24-23 Resumed Cantor Fitzgerald
Overweight
Apr-25-23 Initiated Cantor Fitzgerald
Overweight
$58
Dec-14-22 Initiated Goldman
Buy
$60
Dec-12-22 Initiated Cowen
Outperform
Nov-28-22 Initiated Wells Fargo
Overweight
$50
Oct-19-22 Initiated Raymond James
Outperform
$52
Aug-29-22 Initiated BofA Securities
Buy
$45
Jul-21-22 Initiated JP Morgan
Overweight
$55
Oct-28-21 Initiated RBC Capital Mkts
Outperform
$43
Oct-02-20 Initiated SVB Leerink
Outperform
$22
Jul-21-20 Initiated Needham
Buy
$22
Jun-01-20 Resumed Jefferies
Buy
$23
Mar-25-20 Initiated Wedbush
Outperform
$23
Jan-08-20 Initiated William Blair
Outperform
Sep-20-19 Initiated Guggenheim
Buy
$25
Aug-08-18 Reiterated Stifel
Buy
$9 → $15
Mar-13-17 Initiated Jefferies
Buy
$13
Oct-21-16 Initiated Stifel
Buy
$18
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(Investor's Business Daily) +17.78%
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(Investor's Business Daily)
Nov-12-22 07:29AM
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04:05PM
(Investor's Business Daily)
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Xenon Pharmaceuticals, Inc. is a clinical stage biopharmaceutical company. It develops therapeutics to improve the lives of patients with neurological disorders, including rare central nervous system (CNS) conditions. The company's products include XEN496, XEN1101, XEN901 and XEN007. Xenon Pharmaceuticals was founded by Simon Neil Pimstone, Johannes J. P. Kastelein and Michael R. Hayden on November 5, 1996 and is headquartered in Burnaby, Canada.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
GAROFALO ELIZABETH A. Director Mar 08 '24 Option Exercise 18.56 3,500 64,960 3,500 Mar 11 08:09 PM GAROFALO ELIZABETH A. Director Mar 08 '24 Sale 45.69 2,092 95,583 0 Mar 11 08:09 PM ROBIN SHERRINGTON EVP, Strategy & Innovation Mar 07 '24 Option Exercise 9.85 8,641 85,114 16,824 Mar 08 05:31 PM GANNON STEVEN Director Mar 07 '24 Sale 46.28 13,000 601,615 2,000 Mar 08 05:28 PM ROBIN SHERRINGTON EVP, Strategy & Innovation Mar 07 '24 Sale 46.28 7,137 330,290 8,398 Mar 08 05:31 PM AZAB MOHAMMAD Director Dec 19 '23 Option Exercise 9.85 4,320 42,552 74,225 Dec 20 05:04 PM PATOU GARY Director Dec 13 '23 Option Exercise 9.55 14,402 137,487 29,951 Dec 15 05:38 PM PATOU GARY Director Dec 13 '23 Sale 39.29 11,380 447,085 23,573 Dec 15 05:38 PM PATOU GARY Director Dec 13 '23 Sale 41.05 7,598 311,898 4,902 Dec 15 05:38 PM Svoronos Dawn Director Aug 24 '23 Sale 38.70 25,000 967,500 25,000 Aug 24 04:33 PM PIMSTONE SIMON N. Director Jun 01 '23 Option Exercise 16.03 54,318 870,855 51,000 Jun 01 07:25 PM PIMSTONE SIMON N. Director Jun 01 '23 Sale 38.82 31,713 1,231,247 6,000 Jun 01 07:25 PM PIMSTONE SIMON N. Director May 31 '23 Option Exercise 14.80 79,835 1,181,875 56,000 Jun 01 07:25 PM PIMSTONE SIMON N. Director May 31 '23 Sale 38.70 62,526 2,420,051 6,000 Jun 01 07:25 PM PIMSTONE SIMON N. Director May 30 '23 Sale 39.28 37,006 1,453,672 18,000 Jun 01 07:25 PM MORTIMER IAN PRESIDENT & CEO May 24 '23 Option Exercise 9.60 69,340 665,536 48,592 May 26 07:10 PM MORTIMER IAN PRESIDENT & CEO May 24 '23 Sale 41.41 31,655 1,310,931 24,213 May 26 07:10 PM
Index RUT P/E 19.94 EPS (ttm) 6.50 Insider Own 2.72% Shs Outstand 50.66M Perf Week 2.25%
Market Cap 6.56B Forward P/E 17.41 EPS next Y 7.45 Insider Trans -5.61% Shs Float 49.19M Perf Month -1.61%
Income 375.00M PEG 2.73 EPS next Q 2.46 Inst Own 96.95% Short Float 1.97% Perf Quarter 10.74%
Sales 4.92B P/S 1.33 EPS this Y -13.15% Inst Trans -0.24% Short Ratio 4.33 Perf Half Y 14.36%
Book/sh 1.54 P/B 84.22 EPS next Y 9.82% ROA 10.51% Short Interest 0.97M Perf Year 51.58%
Cash/sh 32.05 P/C 4.04 EPS next 5Y 7.30% ROE 87.92% 52W Range 79.00 - 134.67 Perf YTD 9.02%
Dividend Est. - P/FCF 13.95 EPS past 5Y 19.89% ROI 34.34% 52W High -3.72% Beta 1.09
Dividend TTM 0.25 (0.19%) Quick Ratio 1.05 Sales past 5Y 7.12% Gross Margin 20.93% 52W Low 64.13% ATR (14) 2.68
Dividend Ex-Date Mar 28, 2024 Current Ratio 1.05 EPS Y/Y TTM 15.91% Oper. Margin 9.53% RSI (14) 52.79 Volatility 1.89% 1.95%
Employees 3600 Debt/Eq 14.58 Sales Y/Y TTM 0.76% Profit Margin 7.62% Recom 2.00 Target Price 130.20
Option/Short Yes / Yes LT Debt/Eq 13.00 EPS Q/Q 69.68% Payout 0.00% Rel Volume 0.52 Prev Close 129.68
Sales Surprise 9.42% EPS Surprise 34.15% Sales Q/Q 1.55% Earnings Apr 26 BMO Avg Volume 223.83K Price 129.66
SMA20 -0.35% SMA50 2.15% SMA200 12.55% Trades
Volume 136,313 Change -0.02%
Date
Action
Analyst
Rating Change
Price Target Change
Nov-07-23 Initiated UBS
Neutral
$110
Aug-07-23 Upgrade TD Cowen
Market Perform → Outperform
$95 → $125
May-12-23 Initiated Needham
Buy
$115
Sep-08-22 Initiated Cowen
Market Perform
$83
Aug-16-22 Downgrade JP Morgan
Neutral → Underweight
$89 → $96
Sep-13-19 Initiated Berenberg
Buy
Feb-15-19 Upgrade JP Morgan
Underweight → Neutral
$60
Feb-12-19 Upgrade William Blair
Mkt Perform → Outperform
Aug-10-18 Initiated Credit Suisse
Neutral
$65
Jul-31-18 Reiterated Stifel
Buy
$64 → $66
May-01-18 Reiterated Stifel
Buy
$59 → $64
Apr-12-18 Reiterated Stifel
Buy
$54 → $59
Apr-04-18 Upgrade Morgan Stanley
Underweight → Equal-Weight
Aug-22-17 Downgrade Morgan Stanley
Equal-Weight → Underweight
Aug-17-17 Downgrade JP Morgan
Neutral → Underweight
Dec-09-16 Downgrade JP Morgan
Overweight → Neutral
Aug-04-16 Downgrade Morgan Stanley
Overweight → Equal-Weight
Aug-02-16 Reiterated Piper Jaffray
Neutral
$18 → $21
Aug-02-16 Reiterated Deutsche Bank
Buy
$20 → $25
May-03-16 Reiterated Deutsche Bank
Buy
$17 → $20
Show Previous Ratings
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05:00PM
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(Morningstar Research) +8.39%
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TriNet Group, Inc. engages in the provision of comprehensive human resources solutions for small and medium-size businesses. The firm also offers access to human capital expertise, benefits, risk mitigation, compliance, payroll, and research and development tax credit services. The company was founded by Martin Babinec in 1988 and is headquartered in Dublin, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Goldfield Burton M. Director Feb 22 '24 Sale 124.63 16,200 2,018,956 364,479 Feb 26 06:26 PM WELLINGTON SAMANTHA EVP, CLO and SECRETARY Feb 22 '24 Sale 124.88 14,271 1,782,231 48,562 Feb 26 06:27 PM LOWELL WAYNE B Director Feb 21 '24 Sale 122.22 10,000 1,222,230 84,766 Feb 23 04:34 PM TUMINELLI KELLY L EVP & CHIEF FINANCIAL OFFICER Feb 21 '24 Sale 122.67 4,396 539,235 65,999 Feb 23 06:08 PM Chamberlain Paul Edward Director Feb 21 '24 Sale 121.74 1,750 213,036 36,716 Feb 23 06:11 PM Warren Alexander G. SVP, CHIEF REVENUE OFFICER Feb 20 '24 Sale 123.07 2,385 293,533 18,365 Feb 22 06:17 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Jan 22 '24 Option Exercise 10.98 2,783 30,557 127,829 Jan 24 06:32 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Jan 22 '24 Sale 116.67 2,783 324,698 125,046 Jan 24 06:32 PM Warren Alexander G. SVP, CHIEF REVENUE OFFICER Jan 03 '24 Sale 115.80 5,597 648,152 21,864 Jan 05 06:20 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Dec 26 '23 Option Exercise 10.98 2,786 30,590 156,701 Dec 28 06:13 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Dec 26 '23 Sale 118.57 2,786 330,345 153,915 Dec 28 06:13 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Nov 24 '23 Option Exercise 10.98 2,786 30,590 167,952 Nov 28 06:17 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Nov 24 '23 Sale 112.75 2,786 314,113 165,166 Nov 28 06:17 PM Warren Alexander G. SVP, CHIEF REVENUE OFFICER Nov 17 '23 Sale 110.53 1,917 211,889 32,062 Nov 21 07:02 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Nov 10 '23 Option Exercise 33.51 1,226 41,083 171,929 Nov 13 06:03 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Nov 10 '23 Sale 107.68 1,226 132,019 170,703 Nov 13 06:03 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Nov 09 '23 Option Exercise 33.51 4,058 135,984 174,761 Nov 13 06:03 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Nov 09 '23 Sale 107.53 4,058 436,360 170,703 Nov 13 06:03 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Nov 08 '23 Option Exercise 33.51 334 11,192 171,037 Nov 09 05:42 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Nov 08 '23 Sale 106.01 334 35,407 170,703 Nov 09 05:42 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Nov 07 '23 Option Exercise 33.51 1,360 45,574 172,063 Nov 09 05:42 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Nov 07 '23 Sale 106.23 1,360 144,473 170,703 Nov 09 05:42 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Oct 30 '23 Option Exercise 33.51 7,100 237,921 177,803 Oct 31 06:28 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Oct 30 '23 Sale 104.15 7,100 739,480 170,703 Oct 31 06:28 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Oct 27 '23 Option Exercise 10.98 2,786 30,590 173,489 Oct 31 06:28 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Oct 27 '23 Sale 107.89 2,786 300,579 170,703 Oct 31 06:28 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Sep 27 '23 Option Exercise 33.51 2,918 97,782 173,621 Sep 28 06:18 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Sep 27 '23 Sale 116.26 2,918 339,237 170,703 Sep 28 06:18 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Sep 26 '23 Option Exercise 33.51 4,724 158,301 175,427 Sep 28 06:18 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Sep 26 '23 Sale 113.79 4,724 537,566 170,703 Sep 28 06:18 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Sep 25 '23 Option Exercise 33.51 10,358 347,097 181,061 Sep 26 06:07 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Sep 25 '23 Sale 115.04 10,358 1,191,587 170,703 Sep 26 06:07 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Sep 22 '23 Option Exercise 10.98 2,786 30,590 173,489 Sep 26 06:07 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Sep 22 '23 Sale 115.99 2,786 323,155 170,703 Sep 26 06:07 PM WELLINGTON SAMANTHA EVP, CLO and SECRETARY Aug 31 '23 Sale 111.19 10,225 1,136,939 85,012 Sep 05 06:13 PM TUMINELLI KELLY L EVP & CHIEF FINANCIAL OFFICER Aug 31 '23 Sale 111.49 4,253 474,150 90,823 Sep 05 06:07 PM Clark Ralph A. Director Aug 31 '23 Sale 110.87 1,000 110,867 7,741 Sep 05 06:05 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 30 '23 Option Exercise 33.51 3,164 106,026 173,867 Aug 31 06:15 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 30 '23 Sale 107.24 3,164 339,294 170,703 Aug 31 06:15 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 29 '23 Option Exercise 33.51 4,008 134,308 174,711 Aug 31 06:15 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 29 '23 Sale 106.05 4,008 425,039 170,703 Aug 31 06:15 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 28 '23 Option Exercise 33.51 8,972 300,652 179,675 Aug 29 06:06 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 28 '23 Sale 106.24 8,972 953,218 170,703 Aug 29 06:06 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 25 '23 Option Exercise 33.51 9,496 318,211 180,199 Aug 29 06:06 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 25 '23 Sale 105.57 9,496 1,002,464 170,703 Aug 29 06:06 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 24 '23 Option Exercise 10.98 2,786 30,590 173,489 Aug 25 06:38 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 24 '23 Sale 106.29 2,786 296,115 170,703 Aug 25 06:38 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 23 '23 Option Exercise 33.51 3,660 122,647 174,363 Aug 25 06:38 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 23 '23 Sale 106.34 3,660 389,188 170,703 Aug 25 06:38 PM Warren Alexander G. SVP, CHIEF REVENUE OFFICER Aug 18 '23 Sale 104.81 1,928 202,078 35,559 Aug 22 06:43 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 16 '23 Option Exercise 33.51 1,509 50,567 172,212 Aug 17 06:35 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 16 '23 Sale 106.38 1,509 160,527 170,703 Aug 17 06:35 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 15 '23 Option Exercise 33.51 4,621 154,850 175,324 Aug 17 06:35 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 15 '23 Sale 106.16 4,621 490,569 170,703 Aug 17 06:35 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 14 '23 Option Exercise 33.51 2,525 84,613 178,764 Aug 15 06:16 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 14 '23 Sale 106.42 2,525 268,721 176,239 Aug 15 06:16 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 11 '23 Option Exercise 33.51 1,429 47,886 177,668 Aug 15 06:16 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 11 '23 Sale 106.11 1,429 151,625 176,239 Aug 15 06:16 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 08 '23 Option Exercise 33.51 100 3,351 176,339 Aug 09 06:02 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 08 '23 Sale 106.00 100 10,600 176,239 Aug 09 06:02 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 07 '23 Option Exercise 33.51 516 17,291 176,755 Aug 09 06:02 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Aug 07 '23 Sale 106.01 516 54,700 176,239 Aug 09 06:02 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Jul 31 '23 Option Exercise 33.51 7,000 234,570 183,239 Aug 01 06:41 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Jul 31 '23 Sale 104.58 7,000 732,057 176,239 Aug 01 06:41 PM AGI-T, L.P. Director Jul 30 '23 Sale 107.00 3,364,486 360,000,002 3,169,354 Aug 01 04:30 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Jul 28 '23 Option Exercise 10.98 2,786 30,590 179,025 Aug 01 06:41 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Jul 28 '23 Sale 101.02 2,786 281,430 176,239 Aug 01 06:41 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Jun 26 '23 Option Exercise 33.51 7,000 234,570 183,239 Jun 27 06:19 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Jun 26 '23 Sale 94.99 7,000 664,936 176,239 Jun 27 06:19 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Jun 23 '23 Option Exercise 10.98 2,786 30,590 179,025 Jun 27 06:19 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Jun 23 '23 Sale 95.94 2,786 267,302 176,239 Jun 27 06:19 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR May 24 '23 Option Exercise 10.98 6,250 68,625 188,113 May 26 06:02 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR May 24 '23 Sale 91.33 6,250 570,798 181,863 May 26 06:02 PM Warren Alexander G. SVP, CHIEF REVENUE OFFICER May 18 '23 Sale 90.64 2,442 221,332 39,058 May 22 06:29 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Apr 28 '23 Option Exercise 10.98 6,250 68,625 193,649 May 02 05:34 PM Goldfield Burton M. PRESIDENT, CEO and DIRECTOR Apr 28 '23 Sale 90.14 6,250 563,376 187,399 May 02 05:34 PM
Index RUT P/E - EPS (ttm) -1.07 Insider Own 24.49% Shs Outstand 103.67M Perf Week 28.43%
Market Cap 467.98M Forward P/E - EPS next Y -0.75 Insider Trans 0.00% Shs Float 89.92M Perf Month 18.73%
Income -110.78M PEG - EPS next Q -0.23 Inst Own 14.93% Short Float 4.43% Perf Quarter 35.05%
Sales 0.00M P/S - EPS this Y 16.33% Inst Trans -9.29% Short Ratio 3.04 Perf Half Y 72.37%
Book/sh 0.13 P/B 30.08 EPS next Y 16.73% ROA -66.63% Short Interest 3.98M Perf Year 18.73%
Cash/sh 0.68 P/C 5.81 EPS next 5Y - ROE -169.81% 52W Range 1.96 - 5.60 Perf YTD 38.38%
Dividend Est. - P/FCF - EPS past 5Y - ROI -160.45% 52W High -29.82% Beta 1.29
Dividend TTM - Quick Ratio 4.52 Sales past 5Y 0.00% Gross Margin -26519.35% 52W Low 100.51% ATR (14) 0.30
Dividend Ex-Date - Current Ratio 4.52 EPS Y/Y TTM -823.53% Oper. Margin 0.00% RSI (14) 68.67 Volatility 13.42% 7.51%
Employees 183 Debt/Eq 4.29 Sales Y/Y TTM -100.00% Profit Margin - Recom 1.40 Target Price 7.80
Option/Short Yes / Yes LT Debt/Eq 4.10 EPS Q/Q -571.19% Payout - Rel Volume 1.68 Prev Close 3.70
Sales Surprise -100.00% EPS Surprise 0.04% Sales Q/Q - Earnings Mar 22 BMO Avg Volume 1.31M Price 3.93
SMA20 25.44% SMA50 11.44% SMA200 27.37% Trades
Volume 2,155,580 Change 6.22%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-11-23 Initiated H.C. Wainwright
Buy
$6
Aug-14-23 Upgrade Piper Sandler
Underweight → Neutral
$2.75 → $3.50
Jun-22-23 Initiated Cantor Fitzgerald
Overweight
$6
May-16-22 Downgrade Piper Sandler
Overweight → Underweight
$10 → $4
Oct-29-21 Initiated Cowen
Outperform
$17
Sep-24-21 Initiated Oppenheimer
Outperform
$16
Sep-22-21 Initiated BTIG Research
Buy
$19
Sep-16-21 Initiated Piper Sandler
Overweight
$17
Apr-21-24 08:39AM
Mar-26-24 04:05PM
Mar-23-24 10:16AM
Mar-22-24 11:53AM
07:00AM
08:58AM
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Humacyte, Inc. engages in the business of developing and manufacturing off-the-shelf, universally implantable, bioengineered human tissues, advanced tissue constructs, and organ systems with the goal of improving the lives of patients and transforming the practice of medicine. The company was founded by Laura E. Niklason, Shannon Dahl, and Juliana L. Blum on October 13, 2004 and is headquartered in Durham, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Niklason Laura E President, CEO and Director Oct 10 '23 Option Exercise 1.19 114,420 136,160 1,384,660 Oct 10 04:08 PM Dougan Brady W Director Oct 10 '23 Option Exercise 1.19 114,420 136,160 1,384,660 Oct 10 04:11 PM Dougan Brady W Director Sep 14 '23 Sale 2.78 2,000,000 5,560,000 6,191,140 Sep 15 04:05 PM Niklason Laura E President, CEO and Director Sep 14 '23 Sale 2.78 2,000,000 5,560,000 6,191,140 Sep 15 04:06 PM Ayabudge LLC 10% Owner Aug 21 '23 Sale 3.39 602,443 2,042,282 8,191,140 Aug 21 06:07 PM Dougan Brady W Director Aug 21 '23 Sale 3.39 602,443 2,042,282 8,191,140 Aug 21 06:07 PM Niklason Laura E President, CEO and Director Aug 21 '23 Sale 3.39 602,443 2,042,282 8,191,140 Aug 21 06:07 PM Niklason Laura E President, CEO and Director Aug 18 '23 Sale 3.57 626,979 2,238,315 8,793,583 Aug 21 06:07 PM Dougan Brady W Director Aug 18 '23 Sale 3.57 626,979 2,238,315 8,793,583 Aug 21 06:07 PM Ayabudge LLC 10% Owner Aug 18 '23 Sale 3.57 626,979 2,238,315 8,793,583 Aug 21 06:07 PM Ayabudge LLC 10% Owner Aug 17 '23 Sale 3.68 570,174 2,098,240 9,420,562 Aug 21 06:07 PM Dougan Brady W Director Aug 17 '23 Sale 3.68 570,174 2,098,240 9,420,562 Aug 21 06:07 PM Niklason Laura E President, CEO and Director Aug 17 '23 Sale 3.68 570,174 2,098,240 9,420,562 Aug 21 06:07 PM Niklason Laura E President, CEO and Director Jun 15 '23 Sale 3.12 500,000 1,558,750 9,990,736 Jun 16 04:04 PM Ayabudge LLC 10% Owner Jun 15 '23 Sale 3.12 500,000 1,558,750 9,990,736 Jun 16 04:04 PM Dougan Brady W Director Jun 15 '23 Sale 3.12 500,000 1,558,750 9,990,736 Jun 16 04:04 PM Ayabudge LLC 10% Owner Jun 13 '23 Sale 2.60 4,875,000 12,675,000 10,490,736 Jun 15 04:17 PM Dougan Brady W Director Jun 13 '23 Sale 2.60 4,875,000 12,675,000 10,490,736 Jun 15 04:19 PM Niklason Laura E President, CEO and Director Jun 13 '23 Sale 2.60 4,875,000 12,675,000 10,490,736 Jun 15 04:21 PM Prichard Heather Ledbetter Chief Operating Officer May 25 '23 Option Exercise 1.19 64,990 77,338 74,179 May 26 05:05 PM Niklason Laura E President, CEO and Director May 25 '23 Sale 2.75 2,625,000 7,218,750 15,365,736 May 26 05:05 PM Ayabudge LLC 10% Owner May 25 '23 Sale 2.75 2,625,000 7,218,750 15,365,736 May 26 05:02 PM Dougan Brady W Director May 25 '23 Sale 2.75 2,625,000 7,218,750 15,365,736 May 26 05:04 PM Prichard Heather Ledbetter Chief Operating Officer May 25 '23 Sale 3.83 9,613 36,818 64,566 May 26 05:05 PM Prichard Heather Ledbetter Chief Operating Officer May 24 '23 Option Exercise 1.19 13,789 16,409 22,978 May 26 05:05 PM Prichard Heather Ledbetter Chief Operating Officer May 24 '23 Sale 4.14 13,789 57,086 9,189 May 26 05:05 PM Constantino Michael T. Director May 18 '23 Buy 4.18 4,750 19,855 9,250 May 19 04:02 PM
Index - P/E 17.89 EPS (ttm) 14.16 Insider Own 1.30% Shs Outstand 35.77M Perf Week 1.88%
Market Cap 8.73B Forward P/E 15.77 EPS next Y 16.07 Insider Trans -12.52% Shs Float 34.00M Perf Month -5.28%
Income 500.90M PEG 2.24 EPS next Q 2.67 Inst Own 94.72% Short Float 3.13% Perf Quarter 22.78%
Sales 2.25B P/S 3.88 EPS this Y 13.69% Inst Trans -0.61% Short Ratio 3.31 Perf Half Y 63.48%
Book/sh 38.67 P/B 6.55 EPS next Y 12.81% ROA 17.82% Short Interest 1.06M Perf Year 73.74%
Cash/sh 1.42 P/C 178.52 EPS next 5Y 8.00% ROE 40.09% 52W Range 143.44 - 272.72 Perf YTD 24.95%
Dividend Est. 1.01 (0.40%) P/FCF 20.54 EPS past 5Y 18.73% ROI 21.08% 52W High -7.07% Beta 1.35
Dividend TTM 1.00 (0.39%) Quick Ratio 1.13 Sales past 5Y 11.61% Gross Margin 31.12% 52W Low 76.69% ATR (14) 6.53
Dividend Ex-Date Mar 14, 2024 Current Ratio 2.61 EPS Y/Y TTM 22.61% Oper. Margin 28.54% RSI (14) 50.06 Volatility 3.15% 2.41%
Employees 2400 Debt/Eq 0.80 Sales Y/Y TTM 7.73% Profit Margin 22.24% Recom 1.77 Target Price 278.00
Option/Short Yes / Yes LT Debt/Eq 0.78 EPS Q/Q 16.09% Payout 8.03% Rel Volume 1.06 Prev Close 244.90
Sales Surprise 3.98% EPS Surprise 8.17% Sales Q/Q 9.26% Earnings Jan 25 BMO Avg Volume 321.93K Price 253.45
SMA20 -1.87% SMA50 -0.39% SMA200 25.25% Trades
Volume 339,418 Change 3.49%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-08-24 Upgrade Loop Capital
Hold → Buy
$170 → $240
Dec-12-23 Upgrade JP Morgan
Underweight → Neutral
$200
Jul-06-23 Downgrade JP Morgan
Neutral → Underweight
$155 → $190
Aug-19-22 Resumed Raymond James
Outperform
$145
Jul-20-22 Downgrade JP Morgan
Overweight → Neutral
$165 → $130
Jan-10-22 Upgrade Northcoast
Neutral → Buy
$193
Dec-03-21 Downgrade Loop Capital
Buy → Hold
$170
Oct-19-21 Downgrade Exane BNP Paribas
Outperform → Neutral
$159.50
Aug-30-21 Upgrade Berenberg
Hold → Buy
May-10-21 Upgrade Jefferies
Hold → Buy
$145 → $170
Nov-20-20 Upgrade Goldman
Neutral → Buy
Nov-19-20 Upgrade Loop Capital
Hold → Buy
$108
Jun-03-20 Resumed Goldman
Neutral
$71
May-20-20 Upgrade Raymond James
Mkt Perform → Outperform
$80
Apr-23-20 Upgrade JP Morgan
Neutral → Overweight
$65
Feb-27-20 Upgrade Standpoint Research
Hold → Buy
Feb-05-20 Upgrade CFRA
Hold → Buy
$102
Jan-27-20 Initiated Citigroup
Buy
$111
Dec-19-19 Initiated Loop Capital
Hold
$99
Oct-09-19 Initiated Exane BNP Paribas
Outperform
Show Previous Ratings
Apr-23-24 04:15PM
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06:15PM
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Eagle Materials, Inc. engages in the provision of heavy construction materials and light building materials. It operates through the following business segments: Cement, Concrete and Aggregates, Gypsum Wallboard, and Recycled Paperboard. The Cement segment deals with the manufacture, production, distribution, and sale of Portland cement. The Concrete and Aggregates segment is involved in mixing cement, sand, gravel, or crushed stone and water to form concrete, which is then sold and distributed to construction contractors. The Gypsum Wallboard segment mines and extracts natural gypsum rock, which is used in the manufacture of gypsum wallboard. The Recycled Paperboard segment processes paper fiber, water, and paper chemicals to form recycled paperboards that are sold to gypsum wallboard manufacturers. The company was founded in 1963 and is headquartered in Dallas, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Haack Michael President and CEO Mar 06 '24 Option Exercise 97.04 21,700 2,105,797 125,929 Mar 08 05:00 PM Haack Michael President and CEO Mar 06 '24 Sale 254.90 31,700 8,080,338 94,229 Mar 08 05:00 PM Cribbs Eric President (American Gypsum) Mar 04 '24 Option Exercise 94.99 6,570 624,052 22,224 Mar 06 04:27 PM Cribbs Eric President (American Gypsum) Mar 04 '24 Sale 259.50 6,570 1,704,915 15,654 Mar 06 04:27 PM Newby Matt EVP & General Counsel Feb 26 '24 Option Exercise 106.24 2,940 312,346 24,759 Feb 28 08:40 PM Newby Matt EVP & General Counsel Feb 26 '24 Sale 251.15 2,940 738,385 21,819 Feb 28 08:40 PM Powers David B Director Feb 07 '24 Sale 240.52 5,653 1,359,637 18,009 Feb 07 06:28 PM Powers David B Director Feb 07 '24 Sale 240.52 3,347 805,007 655 Feb 07 06:28 PM Thompson Tony Senior Vice President Feb 02 '24 Option Exercise 126.22 638 80,528 15,031 Feb 06 05:01 PM Thompson Tony Senior Vice President Feb 02 '24 Sale 235.07 638 149,976 14,393 Feb 06 05:01 PM Newby Matt EVP & General Counsel Jan 29 '24 Option Exercise 106.24 3,165 336,250 24,984 Jan 31 04:21 PM Newby Matt EVP & General Counsel Jan 29 '24 Sale 223.76 3,165 708,185 21,819 Jan 31 04:21 PM Kesler Dale Craig EVP and CFO Jan 26 '24 Option Exercise 60.21 5,000 301,050 67,610 Jan 30 04:23 PM Devlin William R SVP, Controller Jan 26 '24 Option Exercise 111.66 2,354 262,836 27,352 Jan 30 04:19 PM Cribbs Eric President (American Gypsum) Jan 26 '24 Option Exercise 91.58 2,000 183,160 17,654 Jan 30 04:17 PM Kesler Dale Craig EVP and CFO Jan 26 '24 Sale 215.60 5,000 1,078,018 62,610 Jan 30 04:23 PM Devlin William R SVP, Controller Jan 26 '24 Sale 214.95 2,354 505,992 24,998 Jan 30 04:19 PM Cribbs Eric President (American Gypsum) Jan 26 '24 Sale 214.66 2,000 429,310 15,654 Jan 30 04:17 PM Cribbs Eric Executive Vice President Dec 07 '23 Sale 186.22 700 130,354 15,654 Dec 11 04:10 PM Newby Matt EVP & General Counsel Aug 31 '23 Option Exercise 100.88 5,613 566,239 27,432 Sep 01 04:12 PM Newby Matt EVP & General Counsel Aug 31 '23 Sale 190.00 5,613 1,066,487 21,819 Sep 01 04:12 PM STEWART RICHARD ROSS Director Aug 30 '23 Sale 187.99 2,000 375,978 7,041 Sep 01 04:11 PM STEWART RICHARD ROSS Director Aug 17 '23 Sale 182.28 1,000 182,284 9,041 Aug 21 04:28 PM NICOLAIS MICHAEL R Director Aug 06 '23 Option Exercise 67.21 2,161 145,241 45,190 Aug 08 06:12 PM Kesler Dale Craig EVP and CFO Aug 02 '23 Sale 189.08 5,000 945,394 62,610 Aug 04 04:00 PM Haack Michael President and CEO Jun 16 '23 Sale 170.50 5,000 852,487 104,229 Jun 16 08:08 PM Kesler Dale Craig EVP and CFO Jun 06 '23 Option Exercise 106.24 13,734 1,459,100 81,344 Jun 08 04:21 PM Kesler Dale Craig EVP and CFO Jun 06 '23 Sale 166.86 13,734 2,291,649 67,610 Jun 08 04:21 PM Newby Matt EVP & General Counsel Jun 02 '23 Option Exercise 75.69 4,246 321,380 26,065 Jun 05 04:45 PM STEWART ROBERT S EVP-Strategy & Corp. Develop. Jun 02 '23 Sale 168.67 13,085 2,207,019 13,547 Jun 05 04:44 PM Newby Matt EVP & General Counsel Jun 02 '23 Sale 166.59 4,246 707,342 21,819 Jun 05 04:45 PM Haack Michael President and CEO May 24 '23 Option Exercise 94.29 28,030 2,642,894 137,259 May 26 05:00 PM Cribbs Eric Executive Vice President May 24 '23 Option Exercise 79.86 3,749 299,384 21,103 May 26 05:01 PM Haack Michael President and CEO May 24 '23 Sale 165.34 28,030 4,634,559 109,229 May 26 05:00 PM Cribbs Eric Executive Vice President May 24 '23 Sale 165.01 4,749 783,623 16,354 May 26 05:01 PM Devlin William R SVP, Controller May 24 '23 Sale 165.20 2,621 433,001 24,998 May 25 04:17 PM Thompson Tony Senior Vice President May 19 '23 Option Exercise 89.59 9,456 847,188 22,499 May 23 05:24 PM Devlin William R SVP, Controller May 19 '23 Option Exercise 73.69 4,914 362,125 31,183 May 23 05:25 PM Thompson Tony Senior Vice President May 19 '23 Sale 168.84 9,456 1,596,540 13,043 May 23 05:24 PM Devlin William R SVP, Controller May 19 '23 Sale 168.30 4,914 827,043 26,269 May 23 05:25 PM
Index NDX, S&P 500 P/E - EPS (ttm) -12.41 Insider Own 12.15% Shs Outstand 382.00M Perf Week 3.95%
Market Cap 41.31B Forward P/E - EPS next Y -5.27 Insider Trans -0.56% Shs Float 336.37M Perf Month 2.33%
Income -4714.00M PEG - EPS next Q -3.56 Inst Own 67.86% Short Float 6.37% Perf Quarter 5.86%
Sales 6.85B P/S 6.03 EPS this Y 41.26% Inst Trans 0.89% Short Ratio 5.72 Perf Half Y 34.19%
Book/sh 36.27 P/B 2.97 EPS next Y 27.17% ROA -21.18% Short Interest 21.44M Perf Year -23.40%
Cash/sh 22.52 P/C 4.79 EPS next 5Y - ROE -28.59% 52W Range 62.55 - 142.79 Perf YTD 8.49%
Dividend Est. - P/FCF - EPS past 5Y -20.02% ROI -31.28% 52W High -24.44% Beta 1.58
Dividend TTM - Quick Ratio 3.36 Sales past 5Y 662.08% Gross Margin 22.43% 52W Low 72.49% ATR (14) 4.71
Dividend Ex-Date - Current Ratio 3.42 EPS Y/Y TTM -158.58% Oper. Margin -61.90% RSI (14) 56.79 Volatility 4.10% 4.61%
Employees 5600 Debt/Eq 0.09 Sales Y/Y TTM -64.16% Profit Margin -68.84% Recom 2.32 Target Price 129.83
Option/Short Yes / Yes LT Debt/Eq 0.09 EPS Q/Q -84.81% Payout - Rel Volume 0.65 Prev Close 104.46
Sales Surprise 11.94% EPS Surprise 155.74% Sales Q/Q -44.21% Earnings May 02 BMO Avg Volume 3.75M Price 107.89
SMA20 2.49% SMA50 7.28% SMA200 9.08% Trades
Volume 2,435,253 Change 3.28%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-26-24 Downgrade HSBC Securities
Hold → Reduce
$75 → $86
Jan-02-24 Upgrade Oppenheimer
Perform → Outperform
$142
Nov-29-23 Initiated Canaccord Genuity
Hold
$82
Nov-03-23 Upgrade HSBC Securities
Reduce → Hold
$89 → $69
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Hold → Sell
$125 → $60
Aug-04-23 Downgrade TD Cowen
Outperform → Market Perform
$145 → $125
Aug-03-23 Downgrade Deutsche Bank
Buy → Hold
$125
Jul-24-23 Initiated William Blair
Mkt Perform
$136.28
Jul-14-23 Initiated HSBC Securities
Reduce
$97
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Neutral → Buy
$221 → $191
Apr-26-23 Initiated Guggenheim
Neutral
Mar-13-23 Upgrade TD Cowen
Market Perform → Outperform
$150 → $180
Mar-02-23 Initiated RBC Capital Mkts
Outperform
$200
Feb-24-23 Downgrade SVB Securities
Market Perform → Underperform
$111 → $93
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Hold → Buy
$170 → $275
Dec-14-22 Downgrade Chardan Capital Markets
Buy → Neutral
$186 → $191
Oct-21-22 Upgrade SVB Leerink
Underperform → Mkt Perform
$174 → $101
Sep-08-22 Upgrade Deutsche Bank
Hold → Buy
$165
Feb-01-22 Upgrade Redburn
Sell → Neutral
Jan-26-22 Upgrade Deutsche Bank
Sell → Hold
$175
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Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid (mRNA). Its product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, and systemic intracellular therapeutics. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rose and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
AFEYAN NOUBAR Director Apr 17 '24 Sale 103.38 15,000 1,550,703 2,056,931 Apr 19 07:00 PM Hoge Stephen President Apr 15 '24 Sale 105.02 15,000 1,575,300 1,486,241 Apr 16 04:23 PM AFEYAN NOUBAR Director Apr 10 '24 Sale 107.12 15,000 1,606,865 2,071,931 Apr 12 07:00 PM Mock James M Chief Financial Officer Apr 08 '24 Sale 101.93 705 71,859 5,048 Apr 09 04:09 PM AFEYAN NOUBAR Director Apr 03 '24 Sale 101.68 15,000 1,525,268 2,086,931 Apr 05 07:00 PM AFEYAN NOUBAR Director Mar 27 '24 Sale 109.06 15,000 1,635,864 2,101,931 Mar 29 07:00 PM AFEYAN NOUBAR Director Mar 20 '24 Sale 102.39 15,000 1,535,820 2,116,931 Mar 22 07:00 PM Hoge Stephen President Mar 15 '24 Sale 103.17 15,000 1,547,550 1,501,241 Mar 19 04:39 PM AFEYAN NOUBAR Director Mar 13 '24 Sale 108.54 15,000 1,628,031 2,131,931 Mar 15 07:00 PM Klinger Shannon Thyme Chief Legal Officer Mar 08 '24 Sale 99.05 544 53,884 9,267 Mar 11 09:05 AM Hoge Stephen President Mar 04 '24 Sale 94.34 309 29,151 1,516,241 Mar 05 05:52 PM Klinger Shannon Thyme Chief Legal Officer Mar 04 '24 Sale 94.34 117 11,038 8,673 Mar 05 05:56 PM Hoge Stephen President Feb 29 '24 Sale 94.57 2,388 225,838 1,515,898 Mar 01 05:25 PM Klinger Shannon Thyme Chief Legal Officer Feb 29 '24 Sale 94.57 670 63,363 8,557 Mar 01 05:29 PM Mock James M Chief Financial Officer Feb 29 '24 Sale 94.57 647 61,188 4,300 Mar 01 05:33 PM Hoge Stephen President Feb 22 '24 Sale 100.00 15,000 1,500,000 1,513,433 Feb 23 04:04 PM Bancel Stephane Chief Executive Officer Feb 16 '24 Sale 88.88 26,351 2,342,098 5,460,224 Feb 16 04:10 PM Hoge Stephen President Feb 16 '24 Sale 88.88 10,542 936,981 1,528,433 Feb 16 04:19 PM Hoge Stephen President Feb 12 '24 Sale 86.23 304 26,214 1,516,281 Feb 13 04:13 PM Hoge Stephen President Jan 16 '24 Sale 103.90 15,000 1,558,500 1,516,063 Jan 17 04:12 PM Mock James M Chief Financial Officer Jan 08 '24 Sale 109.75 772 84,731 3,632 Jan 09 04:08 PM Hoge Stephen President Dec 27 '23 Sale 100.01 45,000 4,500,450 1,531,063 Dec 28 08:00 AM Klinger Shannon Thyme Chief Legal Officer Dec 08 '23 Sale 79.09 563 44,525 7,912 Dec 11 04:03 PM Garay Arpa Chief Commercial Officer Dec 06 '23 Sale 78.34 564 44,182 3,690 Dec 07 04:21 PM Hoge Stephen President Dec 04 '23 Sale 79.31 309 24,508 1,576,063 Dec 05 04:07 PM Klinger Shannon Thyme Chief Legal Officer Dec 04 '23 Sale 79.31 111 8,804 7,336 Dec 05 04:10 PM Hoge Stephen President Nov 29 '23 Sale 79.81 1,136 90,666 1,575,721 Nov 30 04:11 PM Hoge Stephen President Nov 10 '23 Sale 68.76 263 18,084 1,574,446 Nov 13 04:02 PM AFEYAN NOUBAR Director Nov 01 '23 Sale 76.00 10,000 760,032 2,146,931 Nov 03 07:00 PM AFEYAN NOUBAR Director Oct 25 '23 Sale 76.99 10,000 769,854 2,156,931 Oct 27 07:00 PM AFEYAN NOUBAR Director Oct 11 '23 Sale 103.30 15,000 1,549,441 2,166,931 Oct 13 07:00 PM Mock James M Chief Financial Officer Oct 06 '23 Sale 102.50 2,858 292,953 2,952 Oct 10 04:51 PM AFEYAN NOUBAR Director Oct 04 '23 Sale 102.72 15,000 1,540,845 2,181,931 Oct 06 07:02 PM AFEYAN NOUBAR Director Sep 27 '23 Sale 98.96 10,000 989,646 2,196,931 Sep 29 07:00 PM AFEYAN NOUBAR Director Sep 20 '23 Sale 104.74 15,000 1,571,090 2,206,931 Sep 22 07:00 PM Hoge Stephen President Sep 15 '23 Sale 112.99 15,000 1,694,850 1,574,187 Sep 18 04:06 PM AFEYAN NOUBAR Director Sep 13 '23 Sale 109.70 15,000 1,645,522 2,221,931 Sep 15 07:00 PM Klinger Shannon Thyme Chief Legal Officer Sep 08 '23 Sale 107.22 557 59,722 7,215 Sep 11 04:02 PM AFEYAN NOUBAR Director Sep 06 '23 Sale 107.61 15,000 1,614,094 1,982,209 Sep 08 07:01 PM Garay Arpa Chief Commercial Officer Sep 06 '23 Sale 108.40 574 62,219 3,113 Sep 07 04:46 PM Hoge Stephen President Sep 05 '23 Sale 111.44 320 35,660 1,589,187 Sep 06 04:08 PM Klinger Shannon Thyme Chief Legal Officer Sep 05 '23 Sale 111.44 115 12,815 6,634 Sep 06 04:17 PM AFEYAN NOUBAR Director Aug 30 '23 Sale 115.46 15,000 1,731,951 1,997,209 Sep 01 07:00 PM Hoge Stephen President Aug 29 '23 Sale 115.01 1,135 130,542 1,588,855 Aug 30 04:07 PM AFEYAN NOUBAR Director Aug 23 '23 Sale 115.51 15,000 1,732,613 2,012,209 Aug 25 07:00 PM Hoge Stephen President Aug 17 '23 Sale 100.00 15,000 1,500,000 1,587,579 Aug 18 05:16 PM AFEYAN NOUBAR Director Aug 16 '23 Sale 97.56 10,000 975,614 2,027,209 Aug 18 07:01 PM Hoge Stephen President Aug 10 '23 Sale 102.53 247 25,325 1,602,579 Aug 11 04:18 PM AFEYAN NOUBAR Director Aug 02 '23 Sale 110.99 15,000 1,664,876 2,037,209 Aug 04 07:00 PM AFEYAN NOUBAR Director Jul 26 '23 Sale 120.42 15,000 1,806,229 2,052,209 Jul 28 07:05 PM AFEYAN NOUBAR Director Jul 19 '23 Sale 125.48 15,000 1,882,152 2,067,209 Jul 21 07:00 PM Hoge Stephen President Jul 17 '23 Sale 120.60 15,000 1,809,000 1,602,303 Jul 18 04:35 PM AFEYAN NOUBAR Director Jul 12 '23 Sale 125.81 15,000 1,887,081 2,082,209 Jul 14 07:01 PM AFEYAN NOUBAR Director Jul 05 '23 Sale 124.73 15,000 1,870,933 2,097,209 Jul 07 07:00 PM Bancel Stephane Chief Executive Officer Jun 28 '23 Option Exercise 0.99 27,155 26,883 5,439,101 Jun 30 04:51 PM Bancel Stephane Chief Executive Officer Jun 28 '23 Sale 121.63 27,155 3,302,907 5,411,946 Jun 30 04:51 PM AFEYAN NOUBAR Director Jun 28 '23 Sale 121.54 15,000 1,823,160 2,112,209 Jun 30 07:02 PM Bancel Stephane Chief Executive Officer Jun 22 '23 Option Exercise 0.99 40,000 39,600 5,451,946 Jun 23 04:03 PM Bancel Stephane Chief Executive Officer Jun 22 '23 Sale 119.41 40,000 4,776,427 5,411,946 Jun 23 04:03 PM Bancel Stephane Chief Executive Officer Jun 21 '23 Option Exercise 0.99 40,000 39,600 5,451,946 Jun 23 04:03 PM Bancel Stephane Chief Executive Officer Jun 21 '23 Sale 121.98 40,000 4,879,287 5,411,946 Jun 23 04:03 PM AFEYAN NOUBAR Director Jun 21 '23 Sale 121.95 15,000 1,829,227 2,127,209 Jun 23 07:01 PM Bancel Stephane Chief Executive Officer Jun 15 '23 Option Exercise 0.99 40,000 39,600 5,451,946 Jun 16 04:15 PM Bancel Stephane Chief Executive Officer Jun 15 '23 Sale 128.41 40,000 5,136,388 5,411,946 Jun 16 04:15 PM Hoge Stephen President Jun 15 '23 Sale 125.93 15,000 1,888,950 1,617,303 Jun 16 04:10 PM Bancel Stephane Chief Executive Officer Jun 14 '23 Option Exercise 0.99 40,000 39,600 5,451,946 Jun 16 04:15 PM Bancel Stephane Chief Executive Officer Jun 14 '23 Sale 126.14 40,000 5,045,486 5,411,946 Jun 16 04:15 PM AFEYAN NOUBAR Director Jun 14 '23 Sale 126.18 15,000 1,892,627 2,142,209 Jun 16 07:00 PM Bancel Stephane Chief Executive Officer Jun 08 '23 Option Exercise 0.99 40,000 39,600 5,451,946 Jun 09 04:14 PM Bancel Stephane Chief Executive Officer Jun 08 '23 Sale 124.01 40,000 4,960,364 5,411,946 Jun 09 04:14 PM Klinger Shannon Thyme Chief Legal Officer Jun 08 '23 Sale 124.09 565 70,111 6,516 Jun 09 04:09 PM Bancel Stephane Chief Executive Officer Jun 07 '23 Option Exercise 0.99 40,000 39,600 5,451,946 Jun 09 04:14 PM Bancel Stephane Chief Executive Officer Jun 07 '23 Sale 125.81 40,000 5,032,420 5,411,946 Jun 09 04:14 PM AFEYAN NOUBAR Director Jun 07 '23 Sale 125.91 15,000 1,888,601 2,157,209 Jun 09 07:00 PM Garay Arpa Chief Commercial Officer Jun 06 '23 Sale 125.75 2,290 287,972 2,547 Jun 07 04:05 PM Hoge Stephen President Jun 02 '23 Sale 130.32 309 40,270 1,632,303 Jun 05 04:16 PM Klinger Shannon Thyme Chief Legal Officer Jun 02 '23 Sale 130.32 110 14,336 5,942 Jun 05 04:20 PM Bancel Stephane Chief Executive Officer Jun 01 '23 Option Exercise 0.99 40,000 39,600 5,451,946 Jun 02 04:46 PM Bancel Stephane Chief Executive Officer Jun 01 '23 Sale 127.96 40,000 5,118,473 5,411,946 Jun 02 04:46 PM Bancel Stephane Chief Executive Officer May 31 '23 Option Exercise 0.99 40,000 39,600 5,451,946 Jun 02 04:46 PM Bancel Stephane Chief Executive Officer May 31 '23 Sale 126.91 40,000 5,076,558 5,411,946 Jun 02 04:46 PM AFEYAN NOUBAR Director May 31 '23 Sale 127.35 15,000 1,910,322 2,172,209 Jun 02 07:00 PM Hoge Stephen President May 30 '23 Sale 124.95 1,181 147,569 1,631,961 May 31 04:21 PM Bancel Stephane Chief Executive Officer May 25 '23 Option Exercise 0.99 40,000 39,600 5,451,946 May 26 04:59 PM Bancel Stephane Chief Executive Officer May 25 '23 Sale 127.36 40,000 5,094,421 5,411,946 May 26 04:59 PM Bancel Stephane Chief Executive Officer May 24 '23 Option Exercise 0.99 40,000 39,600 5,451,946 May 26 04:59 PM Bancel Stephane Chief Executive Officer May 24 '23 Sale 131.43 40,000 5,257,212 5,411,946 May 26 04:59 PM Bancel Stephane Chief Executive Officer May 18 '23 Option Exercise 0.99 40,000 39,600 5,451,946 May 19 04:12 PM Bancel Stephane Chief Executive Officer May 18 '23 Sale 123.77 40,000 4,950,999 5,411,946 May 19 04:12 PM Bancel Stephane Chief Executive Officer May 17 '23 Option Exercise 0.99 40,000 39,600 5,451,946 May 19 04:12 PM Bancel Stephane Chief Executive Officer May 17 '23 Sale 125.32 40,000 5,012,648 5,411,946 May 19 04:12 PM Bancel Stephane Chief Executive Officer May 11 '23 Option Exercise 0.99 40,000 39,600 5,451,946 May 12 04:08 PM Bancel Stephane Chief Executive Officer May 11 '23 Sale 127.26 40,000 5,090,486 5,411,946 May 12 04:08 PM Bancel Stephane Chief Executive Officer May 10 '23 Option Exercise 0.99 40,000 39,600 5,451,946 May 12 04:08 PM Bancel Stephane Chief Executive Officer May 10 '23 Sale 131.60 40,000 5,264,032 5,411,946 May 12 04:08 PM Hoge Stephen President May 10 '23 Sale 133.37 250 33,344 1,630,732 May 11 04:09 PM Bancel Stephane Chief Executive Officer May 04 '23 Option Exercise 0.99 40,000 39,600 5,451,946 May 05 04:08 PM Bancel Stephane Chief Executive Officer May 04 '23 Sale 135.70 40,000 5,428,125 5,411,946 May 05 04:08 PM Bancel Stephane Chief Executive Officer May 03 '23 Option Exercise 0.99 40,000 39,600 5,451,946 May 05 04:08 PM Bancel Stephane Chief Executive Officer May 03 '23 Sale 131.29 40,000 5,251,498 5,411,946 May 05 04:08 PM
Index RUT P/E 24.58 EPS (ttm) 2.73 Insider Own 16.89% Shs Outstand 4.57M Perf Week 0.59%
Market Cap 306.10M Forward P/E 19.99 EPS next Y 3.35 Insider Trans -0.95% Shs Float 3.80M Perf Month -6.23%
Income 12.00M PEG 1.12 EPS next Q 0.75 Inst Own 54.15% Short Float 1.17% Perf Quarter 22.81%
Sales 352.01M P/S 0.87 EPS this Y -6.71% Inst Trans -3.86% Short Ratio 4.54 Perf Half Y 53.10%
Book/sh 16.35 P/B 4.10 EPS next Y 14.73% ROA 4.23% Short Interest 0.04M Perf Year 32.90%
Cash/sh 7.94 P/C 8.43 EPS next 5Y 22.00% ROE 17.74% 52W Range 37.67 - 73.25 Perf YTD 22.16%
Dividend Est. 0.68 (1.02%) P/FCF 8.24 EPS past 5Y 28.28% ROI 15.71% 52W High -8.56% Beta 0.96
Dividend TTM 0.68 (1.02%) Quick Ratio 1.06 Sales past 5Y 14.25% Gross Margin 17.70% 52W Low 77.81% ATR (14) 2.09
Dividend Ex-Date Mar 08, 2024 Current Ratio 1.07 EPS Y/Y TTM -3.02% Oper. Margin 4.85% RSI (14) 49.35 Volatility 2.55% 2.83%
Employees 365 Debt/Eq 0.04 Sales Y/Y TTM 15.66% Profit Margin 3.41% Recom 1.00 Target Price 76.00
Option/Short No / Yes LT Debt/Eq 0.02 EPS Q/Q 8.01% Payout 24.94% Rel Volume 1.05 Prev Close 65.70
Sales Surprise 19.99% EPS Surprise 69.12% Sales Q/Q 20.11% Earnings May 02 BMO Avg Volume 9.82K Price 66.98
SMA20 -1.94% SMA50 1.67% SMA200 28.73% Trades
Volume 10,252 Change 1.95%
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Climb Global Solutions, Inc. engages in the distribution of software developed by others through resellers indirectly to customers. It operates through the Distribution and Solutions segments. The Distribution segment distributes technical software to corporate resellers, value added resellers (VARs), consultants and systems integrators worldwide under the names Climb Channel Solutions and Sigma Software Distribution. The Solutions segment provides cloud solutions and value-added reseller of software, hardware, and services to customers worldwide under the names TechXtend and Grey Matter. The company was founded by Edwin Huffman Morgens in 1982 and is headquartered in Eatontown, NJ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Foster Dale Richard CEO Mar 12 '24 Sale 65.49 3,500 229,201 102,092 Mar 13 08:56 AM Bass Charles Edward CHIEF MARKETING OFFICER Mar 11 '24 Sale 65.05 500 32,524 37,097 Mar 19 09:20 AM LEGROTTAGLIE VITO VP & CHIEF INFORMATION OFFICER Nov 16 '23 Sale 47.01 3,387 159,226 54,269 Nov 17 03:03 PM BRYANT ANDREW S Director Jun 01 '23 Sale 47.38 2,323 110,075 9,487 Jun 02 04:13 PM CLARK ANDREW E CHIEF FINANCIAL OFFICER May 26 '23 Sale 48.74 4,097 199,688 32,128 May 26 04:36 PM CLARK ANDREW E CHIEF FINANCIAL OFFICER May 25 '23 Sale 46.97 1,054 49,506 36,225 May 26 04:36 PM CLARK ANDREW E CHIEF FINANCIAL OFFICER May 24 '23 Sale 48.74 2,394 116,684 37,279 May 26 04:36 PM GEYGAN JEFFREY RICHART Director May 22 '23 Buy 50.00 80 4,000 143,488 May 22 04:52 PM GEYGAN JEFFREY RICHART Director May 18 '23 Buy 49.47 5,068 250,714 143,408 May 22 04:52 PM
Index RUT P/E 14.28 EPS (ttm) 3.30 Insider Own 21.77% Shs Outstand 140.77M Perf Week 0.11%
Market Cap 6.46B Forward P/E 8.45 EPS next Y 5.57 Insider Trans -0.17% Shs Float 107.24M Perf Month -1.24%
Income 481.90M PEG 0.22 EPS next Q 0.54 Inst Own 72.94% Short Float 6.80% Perf Quarter 5.68%
Sales 2.59B P/S 2.49 EPS this Y 3.09% Inst Trans 3.20% Short Ratio 6.38 Perf Half Y -0.90%
Book/sh 27.85 P/B 1.69 EPS next Y 62.87% ROA 8.97% Short Interest 7.29M Perf Year 24.96%
Cash/sh 2.68 P/C 17.56 EPS next 5Y 63.60% ROE 12.80% 52W Range 34.85 - 55.34 Perf YTD -2.18%
Dividend Est. 1.60 (3.39%) P/FCF 39.20 EPS past 5Y - ROI 10.66% 52W High -14.87% Beta 1.03
Dividend TTM 1.10 (2.33%) Quick Ratio 1.65 Sales past 5Y 26.45% Gross Margin 28.73% 52W Low 35.18% ATR (14) 1.33
Dividend Ex-Date Mar 07, 2024 Current Ratio 1.65 EPS Y/Y TTM 133.32% Oper. Margin 23.77% RSI (14) 47.74 Volatility 3.26% 2.69%
Employees 5300 Debt/Eq 0.16 Sales Y/Y TTM 83.12% Profit Margin 18.61% Recom 1.43 Target Price 59.77
Option/Short Yes / Yes LT Debt/Eq 0.15 EPS Q/Q 11.91% Payout 21.09% Rel Volume 0.91 Prev Close 46.33
Sales Surprise 6.49% EPS Surprise 73.66% Sales Q/Q 3.27% Earnings May 06 AMC Avg Volume 1.14M Price 47.11
SMA20 -2.82% SMA50 2.03% SMA200 -1.33% Trades
Volume 1,036,446 Change 1.68%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-01-23 Resumed Susquehanna
Neutral
$52
Nov-28-23 Initiated CapitalOne
Overweight
$62
Jul-05-23 Initiated Citigroup
Buy
$64
Jan-19-23 Initiated The Benchmark Company
Buy
$50
Jun-01-22 Upgrade BTIG Research
Neutral → Buy
$60
Feb-08-22 Resumed Evercore ISI
Outperform
$45
Apr-19-24 04:05PM
Apr-16-24 05:51PM
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Apr-05-24 07:20AM
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Noble Corp. Plc provides contract drilling services to the international oil and gas industry. The company was founded on October 16, 2020 and is headquartered in Sugar Land, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ALTING CAROLINE SVP, Ops. Excellence & Sust Mar 11 '24 Sale 44.60 7,274 324,410 0 Mar 13 05:28 PM Barker Richard B. EVP and CFO Feb 26 '24 Sale 42.43 45,000 1,909,350 239,342 Feb 28 04:57 PM HEMMINGSEN CLAUS Director Feb 03 '24 Option Exercise 0.00 2,982 0 13,072 Feb 06 07:49 PM Pickard Ann Darlene Director Feb 03 '24 Option Exercise 0.00 2,982 0 21,414 Feb 06 07:50 PM HOLTH KRISTIN Director Feb 03 '24 Option Exercise 0.00 2,982 0 5,772 Feb 06 07:50 PM SLEDGE CHARLES M Director Feb 03 '24 Option Exercise 0.00 3,951 0 25,770 Feb 06 07:51 PM Hirshberg Al J. Director Feb 03 '24 Option Exercise 0.00 2,982 0 21,414 Feb 06 07:51 PM MAXWELL ALASTAIR Director Feb 03 '24 Option Exercise 0.00 2,982 0 6,477 Feb 06 07:52 PM HEMMINGSEN CLAUS Director Oct 03 '23 Option Exercise 0.00 1,338 0 10,090 Oct 05 04:15 PM HOLTH KRISTIN Director Oct 03 '23 Option Exercise 0.00 1,338 0 2,790 Oct 05 04:13 PM MAXWELL ALASTAIR Director Oct 03 '23 Option Exercise 0.00 1,338 0 3,495 Oct 05 04:14 PM ALTING CAROLINE SVP, Operational Excellence Sep 05 '23 Sale 51.96 3,138 163,050 1,553 Sep 05 04:34 PM Denton Blake SVP, Marketing & Contracts Jun 07 '23 Sale 40.45 15,719 635,834 0 Jun 09 04:08 PM Kawaja Joey M SVP, Operations Jun 07 '23 Sale 40.31 15,723 633,794 0 Jun 09 04:07 PM Campbell Laura D. VP, CAO and Controller Jun 01 '23 Sale 40.03 5,591 223,808 0 Jun 02 04:07 PM Eifler Robert W. President & CEO May 26 '23 Sale 40.21 50,000 2,010,500 169,093 May 26 04:29 PM Barker Richard B. SVP and CFO May 26 '23 Sale 40.16 25,000 1,004,000 35,529 May 26 04:27 PM
Index S&P 500 P/E 30.40 EPS (ttm) 2.25 Insider Own 1.06% Shs Outstand 119.07M Perf Week -0.01%
Market Cap 8.10B Forward P/E 22.75 EPS next Y 3.00 Insider Trans -5.80% Shs Float 117.23M Perf Month 0.78%
Income 307.57M PEG 1.35 EPS next Q 0.49 Inst Own 100.99% Short Float 13.03% Perf Quarter -2.66%
Sales 2.75B P/S 2.95 EPS this Y 15.67% Inst Trans -3.74% Short Ratio 4.27 Perf Half Y 5.32%
Book/sh -4.57 P/B - EPS next Y 15.97% ROA 11.56% Short Interest 15.28M Perf Year -33.02%
Cash/sh 9.71 P/C 7.04 EPS next 5Y 22.60% ROE -1224.50% 52W Range 58.20 - 103.25 Perf YTD -15.67%
Dividend Est. - P/FCF 12.17 EPS past 5Y 29.72% ROI 16.35% 52W High -33.80% Beta 2.01
Dividend TTM - Quick Ratio 2.21 Sales past 5Y 39.73% Gross Margin 70.05% 52W Low 17.44% ATR (14) 2.41
Dividend Ex-Date - Current Ratio 2.21 EPS Y/Y TTM 145.81% Oper. Margin 13.70% RSI (14) 52.28 Volatility 3.48% 3.28%
Employees 2420 Debt/Eq - Sales Y/Y TTM 7.10% Profit Margin 11.19% Recom 2.50 Target Price 79.49
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q -18.32% Payout 0.00% Rel Volume 0.70 Prev Close 66.45
Sales Surprise 1.76% EPS Surprise -18.47% Sales Q/Q 4.35% Earnings May 01 AMC Avg Volume 3.58M Price 68.35
SMA20 2.31% SMA50 -1.87% SMA200 -6.80% Trades
Volume 2,488,230 Change 2.86%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-18-24 Downgrade Morgan Stanley
Equal-Weight → Underweight
$65 → $55
Feb-22-24 Reiterated BTIG Research
Buy
$90 → $87
Jan-10-24 Downgrade Goldman
Buy → Neutral
$84 → $80
Dec-14-23 Reiterated Wolfe Research
Outperform
$76 → $100
Dec-14-23 Reiterated Wedbush
Neutral
$60 → $90
Dec-08-23 Initiated B. Riley Securities
Buy
$100
Dec-05-23 Reiterated Truist
Buy
$82 → $87
Oct-31-23 Resumed UBS
Neutral
$105 → $75
Oct-25-23 Downgrade Citigroup
Buy → Neutral
$114 → $67
Oct-17-23 Initiated Stifel
Hold
$64
Oct-02-23 Initiated Wedbush
Neutral
Sep-27-23 Reiterated Wells Fargo
Underweight
$70 → $60
Sep-26-23 Reiterated Evercore ISI
Outperform
$105 → $85
Sep-14-23 Upgrade Wolfe Research
Peer Perform → Outperform
$100
Aug-03-23 Downgrade Bernstein
Outperform → Mkt Perform
$120 → $105
Jul-19-23 Reiterated UBS
Neutral
$120 → $105
Jul-17-23 Reiterated Goldman
Buy
$130 → $110
Jun-30-23 Reiterated BTIG Research
Buy
$130 → $108
Jun-08-23 Initiated Wells Fargo
Underweight
$70
May-16-23 Reiterated Morgan Stanley
Equal-Weight
$79 → $74
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(The Wall Street Journal)
Feb-25-24 08:00AM
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(Investor's Business Daily)
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Feb-21-24 05:30PM
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05:15PM
Etsy, Inc. engages in the operation of an online marketplace. It offers handmade products such as shoes, clothing, bags, and accessories. It operates through the following segments: Etsy, Reverb, Depop, and Elo7. The company was founded in 2005 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Buckley Merilee CHIEF ACCOUNTING OFFICER Apr 03 '24 Sale 65.04 1,671 108,682 2,827 Apr 03 05:20 PM Daniel Nicholas CHIEF PRODUCT OFFICER Apr 01 '24 Option Exercise 0.00 12,284 0 25,422 Apr 03 04:49 PM Buckley Merilee CHIEF ACCOUNTING OFFICER Apr 01 '24 Option Exercise 0.00 2,616 0 5,443 Apr 03 05:20 PM Stretch Colin CHIEF LEGAL OFFICER Apr 01 '24 Option Exercise 0.00 9,125 0 9,125 Apr 03 05:00 PM Silverman Josh PRESIDENT & CEO Apr 01 '24 Option Exercise 0.00 59,724 0 82,864 Apr 03 04:58 PM Nadal Toni Thompson CHIEF HUMAN RESOURCES OFFICER Apr 01 '24 Option Exercise 0.00 2,261 0 2,853 Apr 03 04:56 PM MOSKOWITZ RAINA CHIEF OPERATING OFFICER Apr 01 '24 Option Exercise 0.00 15,992 0 44,200 Apr 03 04:55 PM Kumar Rachana CHIEF TECHNOLOGY OFFICER Apr 01 '24 Option Exercise 0.00 8,390 0 23,207 Apr 03 04:54 PM Glaser Rachel C CHIEF FINANCIAL OFFICER Apr 01 '24 Option Exercise 0.00 21,345 0 85,686 Apr 03 04:52 PM Daniel Nicholas CHIEF PRODUCT OFFICER Apr 01 '24 Sale 66.01 750 49,504 19,682 Apr 03 04:49 PM Nadal Toni Thompson CHIEF HUMAN RESOURCES OFFICER Mar 01 '24 Option Exercise 0.00 1,012 0 1,012 Mar 05 04:21 PM Silverman Josh PRESIDENT & CEO Feb 27 '24 Option Exercise 10.62 63,047 669,559 86,187 Feb 29 04:38 PM Silverman Josh PRESIDENT & CEO Feb 27 '24 Sale 72.50 63,047 4,570,908 23,140 Feb 29 04:38 PM Daniel Nicholas CHIEF PRODUCT OFFICER Feb 27 '24 Sale 71.82 1,500 107,728 13,138 Feb 29 04:41 PM Silverman Josh President & CEO Oct 25 '23 Option Exercise 10.62 10,425 110,713 33,565 Oct 27 04:46 PM Silverman Josh President & CEO Oct 25 '23 Sale 62.26 10,425 649,053 23,140 Oct 27 04:46 PM Silverman Josh President & CEO Oct 11 '23 Option Exercise 10.62 10,425 110,713 33,565 Oct 13 04:32 PM Silverman Josh President & CEO Oct 11 '23 Sale 64.51 10,425 672,473 23,140 Oct 13 04:32 PM Buckley Merilee Chief Accounting Officer Oct 03 '23 Sale 62.94 1,670 105,104 2,827 Oct 05 04:16 PM SCOTT RYAN M. Chief Marketing Officer Oct 03 '23 Sale 62.91 1,043 65,613 7,735 Oct 05 04:15 PM Buckley Merilee Chief Accounting Officer Oct 01 '23 Option Exercise 0.00 2,613 0 5,440 Oct 03 04:13 PM Kumar Rachana Chief Technology Officer Oct 01 '23 Option Exercise 0.00 8,390 0 19,103 Oct 03 04:16 PM MOSKOWITZ RAINA Chief Operating Officer Oct 01 '23 Option Exercise 0.00 13,297 0 35,564 Oct 03 04:17 PM SCOTT RYAN M. Chief Marketing Officer Oct 01 '23 Option Exercise 0.00 13,023 0 15,429 Oct 03 04:18 PM Silverman Josh President & CEO Oct 01 '23 Option Exercise 0.00 18,943 0 33,617 Oct 03 04:20 PM Glaser Rachel C Chief Financial Officer Oct 01 '23 Option Exercise 0.00 17,754 0 74,161 Oct 03 04:15 PM Seymour Kimaria Chief Human Resources Officer Oct 01 '23 Option Exercise 0.00 8,154 0 13,321 Oct 03 04:18 PM Silverman Josh President & CEO Sep 27 '23 Option Exercise 10.62 10,425 110,713 25,099 Sep 29 04:20 PM Silverman Josh President & CEO Sep 27 '23 Sale 62.56 10,425 652,212 14,674 Sep 29 04:20 PM Silverman Josh President & CEO Sep 13 '23 Option Exercise 10.62 10,425 110,713 25,099 Sep 15 04:11 PM Silverman Josh President & CEO Sep 13 '23 Sale 64.77 10,425 675,221 14,674 Sep 15 04:11 PM Silverman Josh President & CEO Aug 30 '23 Option Exercise 10.62 10,425 110,713 25,099 Sep 01 04:35 PM Silverman Josh President & CEO Aug 30 '23 Sale 74.29 10,425 774,492 14,674 Sep 01 04:35 PM Blow Marla J Director Aug 25 '23 Sale 73.11 600 43,866 3,289 Aug 29 04:47 PM Silverman Josh President & CEO Aug 16 '23 Option Exercise 10.62 10,425 110,713 25,099 Aug 18 04:18 PM Silverman Josh President & CEO Aug 16 '23 Sale 75.01 10,425 781,984 14,674 Aug 18 04:18 PM Silverman Josh President & CEO Aug 02 '23 Option Exercise 10.62 20,850 221,427 35,524 Aug 04 04:37 PM Silverman Josh President & CEO Aug 02 '23 Sale 95.57 20,850 1,992,715 14,674 Aug 04 04:37 PM Daniel Nicholas Chief Product Officer Jul 21 '23 Option Exercise 41.65 1,760 73,304 10,464 Jul 25 05:18 PM Daniel Nicholas Chief Product Officer Jul 21 '23 Sale 101.65 1,760 178,904 8,704 Jul 25 05:18 PM Silverman Josh President & CEO Jul 19 '23 Option Exercise 10.62 20,850 221,427 35,524 Jul 21 04:51 PM Silverman Josh President & CEO Jul 19 '23 Sale 95.35 20,850 1,988,064 14,674 Jul 21 04:51 PM Silverman Josh President & CEO Jul 05 '23 Option Exercise 10.62 10,425 110,713 25,099 Jul 07 04:36 PM Silverman Josh President & CEO Jul 05 '23 Sale 83.80 10,425 873,618 14,674 Jul 07 04:36 PM SCOTT RYAN M. Chief Marketing Officer Jul 05 '23 Sale 83.82 238 19,948 2,406 Jul 07 04:34 PM SCOTT RYAN M. Chief Marketing Officer Jul 01 '23 Option Exercise 0.00 1,941 0 3,635 Jul 05 04:31 PM Silverman Josh President & CEO Jun 21 '23 Option Exercise 10.62 20,850 221,427 35,524 Jun 23 05:17 PM Silverman Josh President & CEO Jun 21 '23 Sale 95.33 20,850 1,987,560 14,674 Jun 23 05:17 PM BURNS M MICHELE Director Jun 14 '23 Option Exercise 0.00 3,654 0 19,228 Jun 16 04:14 PM BALLARD ANDY Director Jun 14 '23 Option Exercise 0.00 3,569 0 3,642 Jun 16 04:11 PM Blow Marla J Director Jun 14 '23 Option Exercise 0.00 3,593 0 3,889 Jun 16 04:12 PM BRIGGS GARY S Director Jun 14 '23 Option Exercise 0.00 3,569 0 12,146 Jun 16 04:13 PM Smyth Margaret Mary Director Jun 14 '23 Option Exercise 0.00 3,764 0 8,864 Jun 16 04:17 PM KLEIN JONATHAN D Director Jun 14 '23 Option Exercise 0.00 3,569 0 43,124 Jun 16 04:15 PM REIFF MELISSA Director Jun 14 '23 Option Exercise 0.00 3,715 0 7,812 Jun 16 04:16 PM Silverman Josh President & CEO Jun 07 '23 Option Exercise 10.62 10,425 110,713 25,099 Jun 09 04:56 PM Silverman Josh President & CEO Jun 07 '23 Sale 89.24 10,425 930,321 14,674 Jun 09 04:56 PM Silverman Josh President & CEO May 24 '23 Option Exercise 10.62 10,425 110,713 25,099 May 26 04:27 PM Silverman Josh President & CEO May 24 '23 Sale 87.33 10,425 910,424 14,674 May 26 04:27 PM Silverman Josh President & CEO May 10 '23 Option Exercise 10.62 20,850 221,427 135,524 May 12 04:47 PM Silverman Josh President & CEO May 10 '23 Sale 94.54 20,850 1,971,154 114,674 May 12 04:47 PM Silverman Josh President & CEO Apr 26 '23 Option Exercise 10.62 20,850 221,427 135,524 Apr 28 04:36 PM Silverman Josh President & CEO Apr 26 '23 Sale 99.66 20,850 2,077,882 114,674 Apr 28 04:36 PM
Index - P/E 877.29 EPS (ttm) 0.27 Insider Own 30.25% Shs Outstand 195.19M Perf Week 8.04%
Market Cap 57.28B Forward P/E 57.09 EPS next Y 4.14 Insider Trans -4.53% Shs Float 168.98M Perf Month -7.47%
Income 94.75M PEG - EPS next Q 1.05 Inst Own 37.60% Short Float 6.88% Perf Quarter 90.38%
Sales 3.11B P/S 18.43 EPS this Y 941.83% Inst Trans -0.31% Short Ratio 0.89 Perf Half Y 216.68%
Book/sh 25.95 P/B 9.11 EPS next Y 7.43% ROA 0.06% Short Interest 11.63M Perf Year 300.46%
Cash/sh 23.68 P/C 9.98 EPS next 5Y - ROE 1.62% 52W Range 46.43 - 283.48 Perf YTD 35.94%
Dividend Est. - P/FCF 94.65 EPS past 5Y - ROI 1.02% 52W High -16.60% Beta 3.42
Dividend TTM - Quick Ratio - Sales past 5Y 147.77% Gross Margin 82.49% 52W Low 409.22% ATR (14) 17.63
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM 103.17% Oper. Margin -3.96% RSI (14) 51.16 Volatility 7.38% 6.94%
Employees 3416 Debt/Eq 0.49 Sales Y/Y TTM -2.69% Profit Margin 3.05% Recom 2.61 Target Price 232.34
Option/Short Yes / Yes LT Debt/Eq 0.47 EPS Q/Q 142.11% Payout 0.00% Rel Volume 0.56 Prev Close 225.86
Sales Surprise 15.46% EPS Surprise 4648.86% Sales Q/Q 51.61% Earnings May 02 AMC Avg Volume 13.09M Price 236.43
SMA20 -3.08% SMA50 5.96% SMA200 76.82% Trades
Volume 7,338,353 Change 4.68%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-10-24 Reiterated BofA Securities
Underperform
$92 → $110
Apr-08-24 Reiterated Barclays
Underweight
$146 → $179
Apr-04-24 Reiterated Oppenheimer
Outperform
$200 → $276
Apr-03-24 Reiterated Keefe Bruyette
Mkt Perform
$160 → $230
Mar-12-24 Upgrade Raymond James
Underperform → Mkt Perform
Mar-08-24 Upgrade Goldman
Sell → Neutral
$282
Feb-16-24 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$160
Feb-15-24 Upgrade JP Morgan
Underweight → Neutral
$80
Jan-23-24 Downgrade JP Morgan
Neutral → Underweight
$80
Dec-22-23 Reiterated JMP Securities
Mkt Outperform
$107 → $200
Aug-01-23 Reiterated Canaccord Genuity
Buy
$70 → $140
Jul-19-23 Reiterated Compass Point
Buy
$100 → $145
Jul-14-23 Reiterated Needham
Buy
$70 → $120
Jul-13-23 Downgrade Barclays
Equal Weight → Underweight
$61 → $70
Jul-12-23 Downgrade Atlantic Equities
Overweight → Neutral
$70 → $80
Jul-05-23 Downgrade Piper Sandler
Overweight → Neutral
$65 → $60
May-30-23 Upgrade Atlantic Equities
Neutral → Overweight
$70
May-16-23 Initiated Berenberg
Hold
$55
May-08-23 Upgrade Daiwa Securities
Neutral → Buy
$58 → $65
May-02-23 Downgrade Citigroup
Buy → Neutral
$80 → $65
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Coinbase Global, Inc. engages in technology and financial infrastructure products and services. It offers crypto-powered technologies including self-custody wallets, decentralized apps and services, and open community engagement platforms. The company was founded by Brian Armstrong in May 2012 and is headquartered in Wilmington, DE.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Rajaram Gokul Director Apr 18 '24 Sale 215.57 1,145 246,828 3,688 Apr 22 04:50 PM Ehrsam Frederick Ernest III Director Apr 17 '24 Sale 213.99 16,380 3,505,222 0 Apr 19 04:12 PM Armstrong Brian Chairman and CEO Apr 15 '24 Sale 238.26 23,075 5,497,933 526 Apr 17 04:23 PM HAAS ALESIA J Chief Financial Officer Apr 15 '24 Sale 247.54 4,200 1,039,666 192,622 Apr 17 04:25 PM Choi Emilie President & COO Apr 15 '24 Sale 248.00 1,500 372,000 215,351 Apr 17 04:22 PM Ehrsam Frederick Ernest III Director Apr 08 '24 Sale 256.19 16,380 4,196,390 0 Apr 10 05:12 PM Armstrong Brian Chairman and CEO Apr 04 '24 Sale 256.30 23,075 5,914,180 526 Apr 08 05:16 PM Ehrsam Frederick Ernest III Director Apr 02 '24 Sale 243.30 16,380 3,985,236 0 Apr 04 05:20 PM Choi Emilie President & COO Apr 01 '24 Sale 257.86 8,000 2,062,894 216,851 Apr 03 04:19 PM Choi Emilie President & COO Mar 28 '24 Sale 260.00 1,500 390,000 224,851 Apr 01 04:13 PM Ehrsam Frederick Ernest III Director Mar 26 '24 Sale 274.97 16,380 4,504,057 0 Mar 28 06:01 PM Andreessen Marc L Director Mar 26 '24 Sale 274.79 6,740 1,852,055 0 Mar 28 06:36 PM Grewal Paul Chief Legal Officer Mar 25 '24 Option Exercise 26.26 10,000 262,600 76,379 Mar 27 07:11 PM Grewal Paul Chief Legal Officer Mar 25 '24 Sale 275.60 10,257 2,826,785 66,122 Mar 27 07:11 PM Ehrsam Frederick Ernest III Director Mar 22 '24 Sale 255.32 16,380 4,182,213 0 Mar 26 04:49 PM Rajaram Gokul Director Mar 21 '24 Sale 260.00 1,145 297,700 4,833 Mar 22 05:13 PM Ehrsam Frederick Ernest III Director Mar 15 '24 Sale 238.51 16,380 3,906,808 0 Mar 19 04:12 PM HAAS ALESIA J Chief Financial Officer Mar 15 '24 Sale 225.35 4,750 1,070,412 196,740 Mar 19 04:10 PM Choi Emilie President & COO Mar 14 '24 Sale 245.00 1,500 367,500 226,051 Mar 18 04:13 PM Armstrong Brian Chairman and CEO Mar 11 '24 Sale 264.51 23,075 6,103,662 0 Mar 13 04:26 PM Haun Kathryn Director Mar 11 '24 Sale 270.00 1,759 474,930 88,871 Mar 12 04:33 PM Choi Emilie President & COO Mar 08 '24 Option Exercise 18.71 100,000 1,871,000 327,551 Mar 12 04:31 PM Brock Lawrence J Chief People Officer Mar 08 '24 Option Exercise 74.63 21,835 1,629,546 35,391 Mar 12 04:29 PM Armstrong Brian Chairman and CEO Mar 08 '24 Sale 259.87 250,000 64,967,963 0 Mar 12 04:28 PM Choi Emilie President & COO Mar 08 '24 Sale 249.49 100,000 24,948,940 227,551 Mar 12 04:31 PM Brock Lawrence J Chief People Officer Mar 08 '24 Sale 250.00 21,835 5,458,750 13,556 Mar 12 04:29 PM HAAS ALESIA J Chief Financial Officer Mar 08 '24 Sale 250.00 18,000 4,500,000 201,490 Mar 12 04:32 PM Haun Kathryn Director Mar 08 '24 Sale 249.00 5,000 1,245,000 90,630 Mar 12 04:33 PM Haun Kathryn Director Mar 08 '24 Sale 249.00 3,443 857,307 42,869 Mar 12 04:33 PM HAAS ALESIA J Chief Financial Officer Mar 05 '24 Sale 228.45 64,000 14,621,092 219,490 Mar 07 04:11 PM Ehrsam Frederick Ernest III Director Mar 05 '24 Sale 226.32 16,380 3,707,074 0 Mar 07 04:12 PM Brock Lawrence J Chief People Officer Mar 04 '24 Option Exercise 18.50 104,753 1,938,096 118,309 Mar 06 04:20 PM Brock Lawrence J Chief People Officer Mar 04 '24 Sale 225.29 104,753 23,600,276 13,556 Mar 06 04:20 PM Armstrong Brian Chairman and CEO Mar 04 '24 Sale 224.19 23,075 5,173,230 0 Mar 06 04:22 PM Ehrsam Frederick Ernest III Director Feb 29 '24 Sale 201.87 16,380 3,306,696 0 Mar 01 04:19 PM Ehrsam Frederick Ernest III Director Feb 28 '24 Sale 205.87 59,601 12,269,885 0 Mar 01 04:19 PM Haun Kathryn Director Feb 28 '24 Sale 209.41 1,758 368,143 95,630 Feb 29 05:19 PM Choi Emilie President & COO Feb 28 '24 Sale 209.41 1,500 314,115 235,551 Feb 29 04:34 PM Brock Lawrence J Chief People Officer Feb 27 '24 Option Exercise 18.71 104,758 1,960,022 118,314 Feb 29 04:30 PM Choi Emilie President & COO Feb 27 '24 Option Exercise 18.71 100,000 1,871,000 337,051 Feb 29 04:34 PM Grewal Paul Chief Legal Officer Feb 27 '24 Option Exercise 26.26 25,000 656,500 91,122 Feb 29 04:28 PM Armstrong Brian Chairman and CEO Feb 27 '24 Sale 205.33 250,000 51,331,628 0 Feb 29 04:21 PM Brock Lawrence J Chief People Officer Feb 27 '24 Sale 203.60 104,758 21,328,552 13,556 Feb 29 04:30 PM Choi Emilie President & COO Feb 27 '24 Sale 203.80 100,000 20,380,343 237,051 Feb 29 04:34 PM Ehrsam Frederick Ernest III Director Feb 27 '24 Sale 204.26 47,429 9,687,966 0 Feb 29 04:25 PM Jones Jennifer N. CHIEF ACCOUNTING OFFICER Feb 27 '24 Sale 205.00 26,365 5,404,825 2,871 Feb 28 04:27 PM Grewal Paul Chief Legal Officer Feb 27 '24 Sale 205.04 25,000 5,125,975 66,122 Feb 29 04:28 PM Haun Kathryn Director Feb 27 '24 Sale 205.00 5,000 1,025,000 97,388 Feb 29 05:19 PM Haun Kathryn Director Feb 27 '24 Sale 205.00 3,443 705,815 46,312 Feb 29 05:19 PM Grewal Paul CHIEF LEGAL OFFICER Feb 26 '24 Option Exercise 26.26 35,000 919,100 108,235 Feb 28 04:30 PM Grewal Paul CHIEF LEGAL OFFICER Feb 26 '24 Sale 190.34 42,113 8,015,975 66,122 Feb 28 04:30 PM Ehrsam Frederick Ernest III Director Feb 26 '24 Sale 186.00 8,735 1,624,737 0 Feb 28 04:31 PM Jones Jennifer N. CHIEF ACCOUNTING OFFICER Feb 26 '24 Sale 168.75 1,624 274,050 29,236 Feb 28 04:27 PM Brock Lawrence J CHIEF PEOPLE OFFICER Feb 23 '24 Sale 165.63 16,889 2,797,311 13,556 Feb 27 04:27 PM Jones Jennifer N. CHIEF ACCOUNTING OFFICER Feb 20 '24 Option Exercise 0.00 6,041 0 33,458 Feb 22 04:23 PM Choi Emilie PRESIDENT & COO Feb 20 '24 Option Exercise 0.00 27,190 0 250,832 Feb 22 04:28 PM Grewal Paul CHIEF LEGAL OFFICER Feb 20 '24 Option Exercise 0.00 23,461 0 85,126 Feb 22 04:26 PM Lutke Tobias Director Feb 20 '24 Option Exercise 0.00 623 0 6,138 Feb 22 04:20 PM HAAS ALESIA J CHIEF FINANCIAL OFFICER Feb 20 '24 Option Exercise 0.00 8,012 0 286,796 Feb 22 04:29 PM Brock Lawrence J CHIEF PEOPLE OFFICER Feb 20 '24 Option Exercise 0.00 33,214 0 44,303 Feb 22 04:25 PM Jones Jennifer N. CHIEF ACCOUNTING OFFICER Feb 20 '24 Sale 180.00 290 52,200 30,860 Feb 22 04:23 PM Ehrsam Frederick Ernest III Director Feb 16 '24 Sale 185.87 61,145 11,364,740 0 Feb 21 04:18 PM Rajaram Gokul Director Feb 15 '24 Sale 168.89 1,145 193,379 5,978 Feb 16 04:23 PM Choi Emilie PRESIDENT & COO Feb 14 '24 Sale 151.44 1,500 227,160 223,642 Feb 16 04:27 PM Armstrong Brian CHAIRMAN AND CEO Feb 12 '24 Sale 147.03 23,075 3,392,717 0 Feb 14 04:43 PM Ehrsam Frederick Ernest III Director Feb 08 '24 Sale 131.02 15,706 2,057,861 0 Feb 09 08:32 PM Ehrsam Frederick Ernest III Director Feb 07 '24 Sale 119.73 82,130 9,833,724 0 Feb 09 08:32 PM Choi Emilie PRESIDENT & COO Feb 02 '24 Sale 130.29 700 91,206 225,142 Feb 02 04:23 PM Armstrong Brian CHAIRMAN AND CEO Feb 01 '24 Sale 129.07 23,075 2,978,267 0 Feb 05 04:22 PM Choi Emilie PRESIDENT & COO Feb 01 '24 Sale 128.67 7,300 939,281 225,842 Feb 02 04:23 PM Ehrsam Frederick Ernest III Director Jan 31 '24 Sale 131.57 97,836 12,872,206 6,072 Feb 02 04:26 PM Choi Emilie PRESIDENT & COO Jan 31 '24 Sale 129.31 1,500 193,965 233,142 Feb 02 04:23 PM Ehrsam Frederick Ernest III Director Jan 26 '24 Sale 125.47 16,306 2,045,895 103,908 Jan 29 05:21 PM Grewal Paul Chief Legal Officer Jan 25 '24 Option Exercise 26.26 10,000 262,600 71,665 Jan 29 05:22 PM Ehrsam Frederick Ernest III Director Jan 25 '24 Sale 121.29 81,530 9,889,013 120,214 Jan 29 05:21 PM Grewal Paul Chief Legal Officer Jan 25 '24 Sale 121.02 10,000 1,210,240 61,665 Jan 29 05:22 PM Rajaram Gokul Director Jan 18 '24 Sale 133.25 1,145 152,571 7,123 Jan 22 04:15 PM Ehrsam Frederick Ernest III Director Jan 17 '24 Sale 131.90 97,836 12,904,694 201,744 Jan 19 04:30 PM Choi Emilie President & COO Jan 16 '24 Sale 129.15 1,500 193,725 234,642 Jan 17 04:16 PM Choi Emilie President & COO Jan 15 '24 Option Exercise 0.00 80,396 0 276,064 Jan 17 04:16 PM Ehrsam Frederick Ernest III Director Jan 12 '24 Sale 134.24 97,836 13,133,558 299,580 Jan 17 04:15 PM Armstrong Brian Chairman and CEO Jan 11 '24 Sale 146.14 23,075 3,372,150 0 Jan 16 04:15 PM Ehrsam Frederick Ernest III Director Jan 03 '24 Sale 152.28 97,836 14,898,096 397,416 Jan 05 04:15 PM Andreessen Marc L Director Jan 02 '24 Sale 163.91 33,992 5,571,771 0 Jan 04 07:08 PM Armstrong Brian Chairman and CEO Jan 02 '24 Sale 163.71 23,075 3,777,684 0 Jan 04 04:16 PM Choi Emilie President & COO Jan 02 '24 Sale 173.32 8,000 1,386,560 195,668 Jan 04 04:15 PM Choi Emilie President & COO Dec 29 '23 Sale 186.06 1,500 279,090 203,668 Jan 03 04:14 PM Grewal Paul Chief Legal Officer Dec 27 '23 Option Exercise 26.26 15,000 393,900 76,665 Dec 29 04:14 PM Grewal Paul Chief Legal Officer Dec 27 '23 Sale 180.07 15,000 2,701,124 61,665 Dec 29 04:14 PM Ehrsam Frederick Ernest III Director Dec 27 '23 Sale 183.44 4,635 850,245 495,252 Dec 29 04:13 PM Grewal Paul Chief Legal Officer Dec 26 '23 Option Exercise 26.26 10,000 262,600 71,665 Dec 28 04:30 PM Ehrsam Frederick Ernest III Director Dec 26 '23 Sale 173.76 101,936 17,712,430 499,887 Dec 28 04:29 PM Grewal Paul Chief Legal Officer Dec 26 '23 Sale 173.76 10,000 1,737,647 61,665 Dec 28 04:30 PM Brock Lawrence J Chief People Officer Dec 22 '23 Option Exercise 17.87 104,767 1,872,186 115,856 Dec 27 04:25 PM Brock Lawrence J Chief People Officer Dec 22 '23 Sale 175.20 104,767 18,355,566 11,089 Dec 27 04:25 PM Ehrsam Frederick Ernest III Director Dec 22 '23 Sale 176.28 43,675 7,698,892 601,823 Dec 27 04:24 PM HAAS ALESIA J Chief Financial Officer Dec 22 '23 Sale 175.00 1,000 175,000 278,784 Dec 27 04:27 PM Rajaram Gokul Director Dec 21 '23 Sale 166.71 1,145 190,883 8,268 Dec 26 04:15 PM Grewal Paul Chief Legal Officer Dec 20 '23 Option Exercise 26.26 10,000 262,600 71,665 Dec 21 04:39 PM Grewal Paul Chief Legal Officer Dec 20 '23 Sale 165.71 10,000 1,657,078 61,665 Dec 21 04:39 PM
Index RUT P/E - EPS (ttm) -1.62 Insider Own 3.25% Shs Outstand 64.26M Perf Week 5.50%
Market Cap 1.43B Forward P/E 11.43 EPS next Y 1.95 Insider Trans -0.48% Shs Float 62.17M Perf Month 2.11%
Income -93.38M PEG - EPS next Q -0.29 Inst Own 108.70% Short Float 9.81% Perf Quarter 10.91%
Sales 3.30B P/S 0.43 EPS this Y 124.73% Inst Trans 3.29% Short Ratio 5.23 Perf Half Y -18.09%
Book/sh 14.18 P/B 1.57 EPS next Y 395.48% ROA -4.34% Short Interest 6.10M Perf Year -32.39%
Cash/sh 5.89 P/C 3.78 EPS next 5Y 15.00% ROE -10.65% 52W Range 19.44 - 36.02 Perf YTD -11.70%
Dividend Est. - P/FCF - EPS past 5Y - ROI -6.72% 52W High -38.17% Beta 1.61
Dividend TTM - Quick Ratio 1.34 Sales past 5Y 6.09% Gross Margin 1.72% 52W Low 14.56% ATR (14) 0.97
Dividend Ex-Date May 23, 2019 Current Ratio 1.90 EPS Y/Y TTM 28.32% Oper. Margin -2.32% RSI (14) 52.37 Volatility 4.18% 4.49%
Employees 921 Debt/Eq 0.80 Sales Y/Y TTM -9.92% Profit Margin -2.83% Recom 1.36 Target Price 33.02
Option/Short Yes / Yes LT Debt/Eq 0.65 EPS Q/Q 118.60% Payout - Rel Volume 0.65 Prev Close 22.12
Sales Surprise -8.90% EPS Surprise -20.79% Sales Q/Q -20.10% Earnings May 03 BMO Avg Volume 1.17M Price 22.27
SMA20 -0.36% SMA50 0.99% SMA200 -16.36% Trades
Volume 759,948 Change 0.68%
Date
Action
Analyst
Rating Change
Price Target Change
May-12-23 Resumed BofA Securities
Buy
$39
Apr-14-23 Resumed BMO Capital Markets
Market Perform
$33
Jan-17-23 Downgrade Stephens
Overweight → Equal-Weight
$40 → $37
Dec-14-22 Initiated UBS
Buy
$45
Oct-24-22 Downgrade BMO Capital Markets
Outperform → Market Perform
$45 → $31
Aug-15-22 Downgrade BofA Securities
Buy → Neutral
$40 → $43
Jan-18-22 Upgrade Evercore ISI
In-line → Outperform
$48
Dec-09-21 Initiated Oppenheimer
Outperform
$46
Jul-15-21 Initiated Evercore ISI
In-line
$44
Jul-15-21 Initiated BofA Securities
Buy
$45
Apr-30-21 Initiated Credit Suisse
Outperform
$44
Apr-01-21 Upgrade Stephens
Equal-Weight → Overweight
$30 → $39
Oct-19-20 Initiated Truist
Buy
$24
May-20-20 Upgrade Jefferies
Hold → Buy
$7 → $16
Mar-23-20 Downgrade Jefferies
Buy → Hold
Oct-08-19 Initiated Stephens
Equal-Weight
Jun-28-18 Downgrade Stephens
Overweight → Equal-Weight
Nov-03-17 Upgrade Piper Jaffray
Neutral → Overweight
Jul-10-17 Reiterated Jefferies
Buy
$32 → $28
Nov-19-15 Initiated BB&T Capital Mkts
Buy
$27
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Green Plains, Inc. engages in the production of fuel-grade ethanol and corn oil, the provision of grain handling, and storage commodity marketing and distribution services. It operates through the following segments: Ethanol Production, Agribusiness and Energy Services, and Partnership. The Ethanol Production segment produces ethanol, distillers' grain, and corn oil at ethanol plants in Indiana, Iowa, Minnesota, Nebraska, Tennessee, and Texas. The Agribusiness and Energy Services segment includes grain procurement and its commodity marketing business, which markets, sells, and distributes ethanol, distillers' grains, and corn oil produced at ethanol plants. The Partnership segment provides fuel storage and transportation services by owning, operating, developing, and acquiring ethanol and fuel storage tanks, terminals, transportation assets, and other related assets and businesses. The company was founded in June 2004 and is headquartered in Omaha, NE.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Treuer Alain Director Feb 20 '24 Sale 22.66 22,999 521,157 230,000 Feb 21 04:24 PM Knudsen Ejnar A III Director Feb 12 '24 Buy 24.73 4,000 98,920 40,913 Feb 14 04:38 PM Becker Todd A President and CEO Dec 11 '23 Buy 24.68 960 23,693 696,346 Dec 11 05:13 PM Becker Todd A President and CEO Dec 08 '23 Buy 23.08 5,419 125,071 695,386 Dec 11 07:34 AM Anderson James D Director Dec 08 '23 Buy 23.20 2,500 58,000 118,906 Dec 08 05:03 PM Becker Todd A President and CEO May 24 '23 Sale 31.78 42,000 1,334,760 689,967 May 26 04:09 PM van der Meulen Leslie EVP Product Mktg & Innovation May 24 '23 Sale 32.27 2,000 64,540 31,546 May 25 04:24 PM Treuer Alain Director May 23 '23 Sale 32.45 20,000 649,000 252,999 May 25 04:17 PM MAPES MICHELLE Chief Legal and Admin Officer May 23 '23 Sale 32.78 3,000 98,340 30,153 May 24 04:19 PM Becker Todd A President and CEO May 12 '23 Sale 31.18 20,000 623,600 731,967 May 16 08:33 PM MAPES MICHELLE Chief Legal and Admin Officer May 12 '23 Sale 31.10 5,000 155,500 33,153 May 15 04:17 PM Knudsen Ejnar A III Director May 11 '23 Buy 30.05 1,000 30,050 36,913 May 15 04:27 PM Peterson Brian Director May 11 '23 Sale 29.86 33,641 1,004,520 32,427 May 15 04:30 PM Becker Todd A President and CEO May 10 '23 Sale 30.01 35,000 1,050,350 751,967 May 12 04:23 PM Anderson James D Director May 08 '23 Buy 31.10 2,000 62,200 111,909 May 10 04:44 PM MAPES MICHELLE Chief Legal and Admin Officer May 08 '23 Sale 31.31 30,000 939,300 38,153 May 10 04:40 PM
Index - P/E 42.90 EPS (ttm) 3.79 Insider Own 1.59% Shs Outstand 45.08M Perf Week -0.77%
Market Cap 7.34B Forward P/E 32.05 EPS next Y 5.08 Insider Trans -9.18% Shs Float 44.42M Perf Month -12.26%
Income 173.40M PEG - EPS next Q -0.21 Inst Own 104.51% Short Float 5.43% Perf Quarter 3.18%
Sales 4.30B P/S 1.71 EPS this Y -4.20% Inst Trans 0.30% Short Ratio 7.80 Perf Half Y 18.49%
Book/sh 32.96 P/B 4.93 EPS next Y 17.32% ROA 6.47% Short Interest 2.41M Perf Year 16.34%
Cash/sh 1.83 P/C 88.99 EPS next 5Y -6.40% ROE 12.43% 52W Range 116.81 - 188.01 Perf YTD 0.09%
Dividend Est. - P/FCF 27.66 EPS past 5Y 16.97% ROI 7.75% 52W High -13.49% Beta 1.53
Dividend TTM - Quick Ratio 1.10 Sales past 5Y 15.50% Gross Margin 31.70% 52W Low 39.24% ATR (14) 5.20
Dividend Ex-Date - Current Ratio 2.43 EPS Y/Y TTM -29.45% Oper. Margin 5.43% RSI (14) 44.23 Volatility 3.10% 2.77%
Employees 7800 Debt/Eq 0.58 Sales Y/Y TTM 7.14% Profit Margin 4.03% Recom 2.50 Target Price 175.33
Option/Short Yes / Yes LT Debt/Eq 0.51 EPS Q/Q -276.50% Payout 0.00% Rel Volume 0.65 Prev Close 157.00
Sales Surprise 2.42% EPS Surprise 151.59% Sales Q/Q 8.43% Earnings Feb 14 BMO Avg Volume 308.86K Price 162.65
SMA20 -4.18% SMA50 -4.50% SMA200 2.55% Trades
Volume 202,271 Change 3.60%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-08-24 Downgrade Loop Capital
Buy → Hold
Dec-19-23 Downgrade Stifel
Buy → Hold
$150 → $167
Dec-08-23 Downgrade Deutsche Bank
Hold → Sell
$123 → $120
Sep-26-23 Upgrade UBS
Neutral → Buy
$145 → $200
Aug-07-23 Upgrade Stifel
Hold → Buy
$160 → $185
Jun-06-23 Upgrade Truist
Hold → Buy
$157 → $177
May-24-23 Downgrade Barclays
Equal Weight → Underweight
$146 → $144
Apr-10-23 Upgrade Loop Capital
Hold → Buy
$155
Feb-16-23 Downgrade Jefferies
Buy → Hold
$170
Jan-11-23 Downgrade Deutsche Bank
Buy → Hold
$144 → $126
Oct-19-22 Upgrade Robert W. Baird
Neutral → Outperform
Aug-18-22 Initiated Deutsche Bank
Buy
$189
Jul-14-22 Downgrade Robert W. Baird
Outperform → Neutral
$129
Jul-13-22 Initiated Stifel
Hold
$105
Jun-22-22 Upgrade RBC Capital Mkts
Underperform → Sector Perform
$128 → $118
Mar-29-22 Upgrade UBS
Sell → Neutral
$170 → $165
Jul-23-21 Initiated Loop Capital
Hold
$185
May-18-21 Upgrade Berenberg
Hold → Buy
$207
Sep-15-20 Upgrade Robert W. Baird
Neutral → Outperform
$135
Jul-08-20 Downgrade UBS
Neutral → Sell
$80 → $85
Show Previous Ratings
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SiteOne Landscape Supply, Inc. engages in the distribution of landscape supplies and residential. Its products include hardscapes, landscape accessories, nursery goods, outdoor lighting, and ice melt products for green industry professionals. The company was founded in 2001 and is headquartered in Roswell, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BLACK DOUG CEO Apr 17 '24 Option Exercise 38.73 10,000 387,300 584,657 Apr 18 05:02 PM BLACK DOUG CEO Apr 17 '24 Sale 162.10 10,000 1,621,000 574,657 Apr 18 05:02 PM BLACK DOUG CEO Mar 13 '24 Option Exercise 38.73 10,000 387,300 584,657 Mar 14 04:13 PM BLACK DOUG CEO Mar 13 '24 Sale 176.35 10,000 1,763,500 574,657 Mar 14 04:13 PM GUTHRIE JOHN T EVP, CFO and Assistant Sec. Mar 08 '24 Option Exercise 51.59 3,000 154,770 18,467 Mar 11 04:05 PM GUTHRIE JOHN T EVP, CFO and Assistant Sec. Mar 08 '24 Sale 180.00 3,000 540,000 15,467 Mar 11 04:05 PM Ketter Joseph EVP, Human Resources Feb 28 '24 Option Exercise 12.84 550 7,062 12,917 Mar 01 04:05 PM Ketter Joseph EVP, Human Resources Feb 28 '24 Sale 165.30 550 90,915 12,367 Mar 01 04:05 PM BLACK DOUG CEO Feb 21 '24 Option Exercise 38.73 10,000 387,300 584,657 Feb 22 04:05 PM BLACK DOUG CEO Feb 21 '24 Sale 162.64 10,000 1,626,400 574,657 Feb 22 04:05 PM BLACK DOUG CEO Jan 17 '24 Option Exercise 38.73 10,000 387,300 590,886 Jan 19 04:05 PM BLACK DOUG CEO Jan 17 '24 Sale 153.29 10,000 1,532,900 580,886 Jan 19 04:05 PM BLACK DOUG CEO Dec 20 '23 Option Exercise 38.73 10,000 387,300 590,886 Dec 22 04:05 PM BLACK DOUG CEO Dec 20 '23 Sale 165.37 10,000 1,653,700 580,886 Dec 22 04:05 PM GUTHRIE JOHN T EVP, CFO and Assistant Sec. Dec 14 '23 Option Exercise 51.59 3,000 154,770 18,050 Dec 15 04:20 PM BLACK DOUG CEO Dec 14 '23 Option Exercise 38.73 212 8,211 581,098 Dec 15 04:19 PM GUTHRIE JOHN T EVP, CFO and Assistant Sec. Dec 14 '23 Sale 170.00 3,000 510,000 15,050 Dec 15 04:20 PM BLACK DOUG CEO Dec 14 '23 Sale 155.87 212 33,044 580,886 Dec 15 04:19 PM BLACK DOUG CEO Dec 13 '23 Option Exercise 38.73 13,788 534,009 588,674 Dec 15 04:19 PM BLACK DOUG CEO Dec 13 '23 Sale 147.48 7,788 1,148,574 580,886 Dec 15 04:19 PM BLACK DOUG CEO Nov 15 '23 Option Exercise 38.73 14,000 542,220 582,886 Nov 17 04:05 PM BLACK DOUG CEO Nov 15 '23 Sale 140.27 8,000 1,122,160 574,886 Nov 17 04:05 PM BLACK DOUG CEO Oct 18 '23 Option Exercise 23.38 13,960 326,404 576,846 Oct 20 04:05 PM BLACK DOUG CEO Oct 18 '23 Sale 145.12 7,960 1,155,155 568,886 Oct 20 04:05 PM BLACK DOUG CEO Sep 20 '23 Option Exercise 5.50 14,000 77,000 570,886 Sep 22 04:05 PM BLACK DOUG CEO Sep 20 '23 Sale 159.16 8,000 1,273,280 562,886 Sep 22 04:05 PM BLACK DOUG CEO Aug 23 '23 Option Exercise 5.50 14,000 77,000 572,886 Aug 25 04:08 PM BLACK DOUG CEO Aug 23 '23 Sale 156.79 8,000 1,254,320 564,886 Aug 25 04:08 PM GUTHRIE JOHN T EVP, CFO and Assistant Sec. Aug 07 '23 Sale 164.47 1,028 169,075 15,050 Aug 09 04:05 PM BLACK DOUG CEO Jul 19 '23 Option Exercise 5.50 14,000 77,000 566,886 Jul 21 04:06 PM BLACK DOUG CEO Jul 19 '23 Sale 167.33 8,000 1,338,640 558,886 Jul 21 04:06 PM BLACK DOUG CEO Jun 21 '23 Option Exercise 5.50 14,000 77,000 560,886 Jun 23 04:05 PM Brisendine L Briley Jr EVP, General Counsel & Sec. Jun 16 '23 Sale 160.00 2,900 464,000 8,322 Jun 21 04:21 PM BLACK DOUG CEO May 24 '23 Option Exercise 5.50 14,000 77,000 554,886 May 26 04:06 PM
Index RUT P/E - EPS (ttm) -1.64 Insider Own 1.04% Shs Outstand 49.69M Perf Week 4.64%
Market Cap 3.54B Forward P/E 15.34 EPS next Y 4.64 Insider Trans -14.48% Shs Float 49.13M Perf Month -2.77%
Income -80.67M PEG - EPS next Q 1.14 Inst Own 104.44% Short Float 3.53% Perf Quarter 15.69%
Sales 1.13B P/S 3.12 EPS this Y 2.82% Inst Trans -2.82% Short Ratio 7.01 Perf Half Y 19.34%
Book/sh 32.24 P/B 2.21 EPS next Y 7.27% ROA -2.28% Short Interest 1.73M Perf Year 14.50%
Cash/sh 1.28 P/C 55.58 EPS next 5Y 8.00% ROE -4.91% 52W Range 52.90 - 75.31 Perf YTD 16.33%
Dividend Est. - P/FCF 15.24 EPS past 5Y - ROI -2.87% 52W High -5.43% Beta 0.53
Dividend TTM - Quick Ratio 1.92 Sales past 5Y 3.91% Gross Margin 53.21% 52W Low 34.63% ATR (14) 1.32
Dividend Ex-Date Dec 27, 2013 Current Ratio 3.09 EPS Y/Y TTM -138.43% Oper. Margin 30.81% RSI (14) 58.46 Volatility 2.03% 1.73%
Employees 560 Debt/Eq 0.76 Sales Y/Y TTM 2.29% Profit Margin -7.11% Recom 1.57 Target Price 75.60
Option/Short Yes / Yes LT Debt/Eq 0.75 EPS Q/Q 2.23% Payout - Rel Volume 0.67 Prev Close 69.80
Sales Surprise 0.89% EPS Surprise 1.83% Sales Q/Q 2.62% Earnings Feb 08 BMO Avg Volume 247.53K Price 71.22
SMA20 2.11% SMA50 0.84% SMA200 13.43% Trades
Volume 166,699 Change 2.03%
Date
Action
Analyst
Rating Change
Price Target Change
Nov-17-22 Initiated Canaccord Genuity
Buy
$71
May-10-22 Upgrade Jefferies
Hold → Buy
$65 → $70
May-09-22 Upgrade Oppenheimer
Perform → Outperform
$63
Aug-07-20 Downgrade DA Davidson
Buy → Neutral
Jun-29-20 Upgrade Sidoti
Neutral → Buy
Apr-14-20 Downgrade Jefferies
Buy → Hold
Apr-07-20 Resumed Sidoti
Neutral
$46
Mar-26-20 Upgrade Jefferies
Hold → Buy
$43
Mar-24-20 Initiated Oppenheimer
Perform
Mar-19-20 Upgrade DA Davidson
Neutral → Buy
Jan-15-19 Downgrade Raymond James
Outperform → Mkt Perform
Dec-04-17 Upgrade William Blair
Mkt Perform → Outperform
Jun-02-17 Upgrade Jefferies
Underperform → Hold
May-22-17 Upgrade Raymond James
Mkt Perform → Outperform
Dec-27-16 Reiterated B. Riley & Co.
Buy
$70 → $77
Nov-17-16 Initiated Gabelli & Co
Buy
$65
Aug-12-16 Upgrade Sidoti
Neutral → Buy
Mar-08-16 Initiated KeyBanc Capital Mkts
Overweight
$60
Feb-05-16 Initiated Piper Jaffray
Overweight
$58
Nov-30-15 Downgrade Jefferies
Hold → Underperform
Show Previous Ratings
Apr-19-24 07:41AM
Apr-08-24 09:40AM
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10:40AM
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Feb-08-24 05:34PM
(Morningstar Research) +9.36%
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Prestige Consumer Healthcare, Inc. engages in the marketing, sale, and distribution of pharmaceutical drugs and consumer products. It operates through the following segments: North American OTC Healthcare and International OTC Healthcare. The North American and International OTC Healthcare segments manages the following brands: BC/Goody's, Beano, Boudreaux's Butt Paste, Chloraseptic, Clear Eyes, Compound W, Debrox, DenTek, Dramamine, Efferdent, Fess, Fleet, Gaviscon, Hydralyte, Luden's, Monistat, Nix, Pedia-Lax, and Summer's Eve. The company was founded in 1996 and is headquartered in Tarrytown, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Fritz Mary Beth SVP Quality & Regulatory Mar 01 '24 Option Exercise 40.16 172 6,907 16,044 Mar 05 04:01 PM Fritz Mary Beth SVP Quality & Regulatory Mar 01 '24 Sale 70.42 172 12,112 15,934 Mar 05 04:01 PM Fritz Mary Beth SVP Quality & Regulatory Feb 28 '24 Option Exercise 40.45 662 26,779 16,350 Feb 29 04:01 PM Fritz Mary Beth SVP Quality & Regulatory Feb 28 '24 Sale 70.30 662 46,536 15,934 Feb 29 04:01 PM Fritz Mary Beth SVP Quality & Regulatory Feb 27 '24 Option Exercise 57.18 1 57 15,935 Feb 29 04:01 PM Fritz Mary Beth SVP Quality & Regulatory Feb 27 '24 Sale 70.00 1 70 15,934 Feb 29 04:01 PM Fritz Mary Beth SVP Quality & Regulatory Feb 26 '24 Option Exercise 44.68 9,677 432,343 21,006 Feb 27 04:04 PM Fritz Mary Beth SVP Quality & Regulatory Feb 26 '24 Sale 70.43 9,677 681,597 15,934 Feb 27 04:04 PM Fritz Mary Beth SVP Quality & Regulatory Feb 23 '24 Option Exercise 44.45 23 1,022 15,946 Feb 27 04:04 PM Fritz Mary Beth SVP Quality & Regulatory Feb 23 '24 Sale 70.00 23 1,610 15,934 Feb 27 04:04 PM Mekhail Adel EVP, Marketing & Sales Feb 15 '24 Option Exercise 37.46 15,549 582,489 30,230 Feb 20 04:01 PM Mekhail Adel EVP, Marketing & Sales Feb 15 '24 Sale 69.11 15,549 1,074,645 18,681 Feb 20 04:01 PM P'Pool William See remarks Feb 14 '24 Option Exercise 45.28 26,019 1,178,164 38,600 Feb 16 04:01 PM Sacco Christine Chief Financial Officer Feb 14 '24 Option Exercise 29.46 24,788 730,254 46,526 Feb 16 04:02 PM Sacco Christine Chief Financial Officer Feb 14 '24 Sale 68.35 30,019 2,051,874 21,738 Feb 16 04:02 PM P'Pool William See remarks Feb 14 '24 Sale 67.90 26,019 1,766,665 24,917 Feb 16 04:01 PM Fritz Mary Beth SVP Quality & Regulatory Feb 08 '24 Option Exercise 56.11 5,336 299,403 21,270 Feb 12 12:08 PM Fritz Mary Beth SVP Quality & Regulatory Feb 08 '24 Sale 69.00 5,336 368,184 15,934 Feb 12 12:08 PM Fritz Mary Beth SVP Quality & Regulatory Sep 14 '23 Option Exercise 30.56 2,540 77,622 18,474 Sep 15 04:03 PM Fritz Mary Beth SVP Quality & Regulatory Sep 14 '23 Sale 58.92 2,540 149,657 15,934 Sep 15 04:03 PM Lombardi Ronald M. Chief Executive Officer Aug 08 '23 Option Exercise 33.50 32,800 1,098,800 303,357 Aug 09 04:01 PM Lombardi Ronald M. Chief Executive Officer Aug 08 '23 Sale 65.57 32,800 2,150,536 270,557 Aug 09 04:01 PM Sacco Christine Chief Financial Officer May 24 '23 Option Exercise 50.05 37,029 1,853,192 70,980 May 26 04:04 PM Sacco Christine Chief Financial Officer May 24 '23 Sale 60.07 55,294 3,321,511 26,969 May 26 04:04 PM Mekhail Adel EVP, Marketing & Sales May 19 '23 Option Exercise 30.19 17,194 519,087 28,681 May 22 04:05 PM Mekhail Adel EVP, Marketing & Sales May 19 '23 Sale 62.36 17,194 1,072,286 18,681 May 22 04:05 PM Fritz Mary Beth SVP Quality & Regulatory May 15 '23 Option Exercise 29.46 8,154 240,217 24,088 May 16 04:07 PM Fritz Mary Beth SVP Quality & Regulatory May 15 '23 Sale 58.80 8,154 479,455 15,934 May 16 04:07 PM
Index S&P 500 P/E 6.79 EPS (ttm) 10.35 Insider Own 0.71% Shs Outstand 279.03M Perf Week -2.35%
Market Cap 19.16B Forward P/E 9.81 EPS next Y 7.16 Insider Trans -0.96% Shs Float 270.75M Perf Month -10.76%
Income 2.91B PEG 0.28 EPS next Q 1.02 Inst Own 96.96% Short Float 2.61% Perf Quarter -13.95%
Sales 20.05B P/S 0.96 EPS this Y 17.98% Inst Trans 1.66% Short Ratio 2.70 Perf Half Y -23.64%
Book/sh 41.39 P/B 1.70 EPS next Y 24.89% ROA 12.69% Short Interest 7.06M Perf Year -33.28%
Cash/sh 6.01 P/C 11.68 EPS next 5Y 24.14% ROE 28.86% 52W Range 68.84 - 113.60 Perf YTD -21.70%
Dividend Est. 0.07 (0.09%) P/FCF 19.35 EPS past 5Y 20.89% ROI 15.98% 52W High -38.16% Beta 1.91
Dividend TTM - Quick Ratio 1.22 Sales past 5Y 7.33% Gross Margin 15.43% 52W Low 2.05% ATR (14) 2.04
Dividend Ex-Date Feb 04, 2020 Current Ratio 1.71 EPS Y/Y TTM 428.53% Oper. Margin 8.26% RSI (14) 35.61 Volatility 2.15% 2.65%
Employees 154000 Debt/Eq 0.59 Sales Y/Y TTM 14.65% Profit Margin 14.51% Recom 1.68 Target Price 100.91
Option/Short Yes / Yes LT Debt/Eq 0.58 EPS Q/Q 274.86% Payout 0.00% Rel Volume 0.72 Prev Close 70.10
Sales Surprise -2.92% EPS Surprise 5.02% Sales Q/Q 6.01% Earnings May 02 BMO Avg Volume 2.61M Price 70.25
SMA20 -6.38% SMA50 -9.11% SMA200 -20.76% Trades
Volume 1,902,735 Change 0.21%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-07-24 Downgrade Morgan Stanley
Equal-Weight → Underweight
$90 → $74
Jan-03-24 Downgrade Robert W. Baird
Outperform → Neutral
$105 → $96
Nov-03-23 Upgrade Piper Sandler
Underweight → Neutral
$82 → $80
Oct-19-23 Upgrade JP Morgan
Neutral → Overweight
$145
Sep-13-23 Initiated UBS
Buy
$143
Jul-06-23 Upgrade BofA Securities
Neutral → Buy
$130 → $140
Jun-08-23 Upgrade Wolfe Research
Peer Perform → Outperform
$130
Feb-15-23 Initiated Barclays
Overweight
$150
Feb-03-23 Downgrade Wolfe Research
Outperform → Peer Perform
Jan-09-23 Downgrade BofA Securities
Buy → Neutral
$151 → $120
Nov-28-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$120 → $105
Sep-28-22 Resumed Berenberg
Buy
$150
Apr-18-22 Downgrade Piper Sandler
Neutral → Underweight
$177 → $90
Apr-12-22 Upgrade Wells Fargo
Underweight → Equal Weight
$108 → $112
Apr-11-22 Initiated Exane BNP Paribas
Outperform
$160
Apr-06-22 Upgrade BofA Securities
Underperform → Buy
$125 → $165
Nov-08-21 Downgrade Piper Sandler
Overweight → Neutral
$177
Jun-24-21 Upgrade Guggenheim
Neutral → Buy
$184
Mar-26-21 Initiated Wells Fargo
Underweight
$119
Jan-22-21 Downgrade JP Morgan
Overweight → Neutral
$134
Show Previous Ratings
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(The Wall Street Journal)
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(Morningstar Research) -10.32%
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Aptiv Plc is a technology and mobility architecture company, which engages in the business of designing and manufacturing vehicle components. It operates under the Signal and Power Solutions, and Advanced Safety and User Experience segments. The Signal and Power Solutions segment focuses on the design, manufacture, and assembly of the vehicle's electrical architecture including engineered component products, connectors, wiring assemblies, harnesses, cable management, electrical centers, hybrid high voltage, and safety-critical data distribution systems. The Advanced Safety and User Experience segments involves the critical technologies and services to vehicle safety, security, comfort, and convenience including sensing and perception systems, electronic control units, multi-domain controllers, vehicle connectivity systems, cloud-native software platforms, application software, autonomous driving technologies, and end-to-end DevOps tools. The company was founded in 1994 and is headquartered in Dublin, Ireland.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Lyon Benjamin SVP & CTO Mar 11 '24 Sale 77.69 18,680 1,451,249 95,211 Mar 13 04:05 PM Massaro Joseph R CFO and SVP, Business Ops Sep 15 '23 Sale 101.87 1,900 193,553 206,773 Sep 19 04:08 PM CLARK KEVIN P Chairman and CEO May 25 '23 Sale 89.98 6,665 599,717 554,799 May 26 04:02 PM CLARK KEVIN P Chairman and CEO May 24 '23 Sale 90.40 6,665 602,498 572,150 May 26 04:02 PM COOPER NANCY E Director Apr 27 '23 Sale 103.35 669 69,141 11,515 Apr 27 04:15 PM
Index - P/E 14.31 EPS (ttm) 2.34 Insider Own 3.25% Shs Outstand 114.34M Perf Week 2.51%
Market Cap 3.75B Forward P/E 9.44 EPS next Y 3.55 Insider Trans 0.00% Shs Float 108.16M Perf Month -1.00%
Income 264.18M PEG - EPS next Q 0.71 Inst Own 17.57% Short Float 0.95% Perf Quarter 0.03%
Sales 0.00M P/S - EPS this Y 13.98% Inst Trans 2.64% Short Ratio 2.99 Perf Half Y 15.40%
Book/sh 18.13 P/B 1.85 EPS next Y 15.79% ROA 12.73% Short Interest 1.03M Perf Year -7.18%
Cash/sh 0.00 P/C - EPS next 5Y -3.88% ROE 12.74% 52W Range 25.83 - 36.13 Perf YTD 7.96%
Dividend Est. 3.10 (9.26% ) P/FCF 12.74 EPS past 5Y -1.29% ROI 12.73% 52W High -7.28% Beta 1.27
Dividend TTM 2.69 (8.03% ) Quick Ratio - Sales past 5Y 0.00% Gross Margin - 52W Low 29.69% ATR (14) 0.84
Dividend Ex-Date Feb 16, 2024 Current Ratio - EPS Y/Y TTM -13.44% Oper. Margin 0.00% RSI (14) 49.88 Volatility 2.36% 2.39%
Employees 4707 Debt/Eq 0.00 Sales Y/Y TTM - Profit Margin - Recom 1.71 Target Price 41.00
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 20.73% Payout 112.01% Rel Volume 1.24 Prev Close 33.65
Sales Surprise 1.52% EPS Surprise 21.84% Sales Q/Q - Earnings Apr 25 AMC Avg Volume 345.20K Price 33.50
SMA20 -0.78% SMA50 -0.30% SMA200 5.97% Trades
Volume 423,983 Change -0.45%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-04-24 Initiated TD Cowen
Outperform
$36
Oct-03-23 Upgrade Goldman
Neutral → Buy
$40.80 → $36.75
Sep-05-23 Upgrade BofA Securities
Neutral → Buy
$36 → $47
Feb-13-23 Upgrade Credit Suisse
Neutral → Outperform
$32 → $43.50
Oct-19-22 Initiated Credit Suisse
Neutral
$28
Sep-07-22 Resumed BofA Securities
Neutral
$45
Jan-12-22 Reiterated Citigroup
Buy
$62 → $64.50
Aug-02-21 Upgrade Citigroup
Neutral → Buy
$44 → $54.50
Apr-09-21 Downgrade BofA Securities
Buy → Neutral
Apr-06-21 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$42
Mar-26-21 Downgrade Goldman
Buy → Neutral
$41 → $40
Mar-25-21 Downgrade Citigroup
Buy → Neutral
$41 → $40
Jan-12-21 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$40
Oct-19-20 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$31 → $34
Sep-21-20 Upgrade BofA Securities
Neutral → Buy
Jul-13-20 Initiated Evercore ISI
Outperform
$30
Mar-23-20 Downgrade BofA/Merrill
Buy → Neutral
Jun-12-19 Upgrade Goldman
Neutral → Buy
$31.50 → $35
Oct-26-17 Upgrade Citigroup
Neutral → Buy
Jun-05-17 Initiated Sidoti
Buy
$28
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AllianceBernstein Holding LP engages in the provision of research, investment management, and related services. It offers investment trusts, mutual funds, hedge funds, and other investment vehicles. The company was founded in October 2000 and is headquartered in Nashville, TN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Burke Kate C Former COO & CFO Aug 10 '23 Sale 29.56 5,000 147,799 110,205 Aug 14 01:36 PM Burke Kate C COO & CFO May 24 '23 Sale 33.79 12,500 422,375 115,205 May 26 10:56 AM
Index - P/E - EPS (ttm) -1.34 Insider Own 10.74% Shs Outstand 144.81M Perf Week -1.73%
Market Cap 10.40B Forward P/E 73.62 EPS next Y 0.97 Insider Trans -6.80% Shs Float 129.36M Perf Month -12.40%
Income -189.69M PEG - EPS next Q 0.16 Inst Own 79.86% Short Float 4.48% Perf Quarter -0.37%
Sales 950.01M P/S 10.94 EPS this Y 124.31% Inst Trans 3.12% Short Ratio 4.54 Perf Half Y 14.07%
Book/sh 7.98 P/B 8.99 EPS next Y 44.79% ROA -10.44% Short Interest 5.79M Perf Year 31.23%
Cash/sh 4.68 P/C 15.33 EPS next 5Y - ROE -16.70% 52W Range 48.11 - 83.35 Perf YTD 3.63%
Dividend Est. - P/FCF 221.13 EPS past 5Y -19.72% ROI -15.33% 52W High -13.94% Beta 0.76
Dividend TTM - Quick Ratio 1.49 Sales past 5Y 38.80% Gross Margin 80.04% 52W Low 49.10% ATR (14) 1.96
Dividend Ex-Date - Current Ratio 1.49 EPS Y/Y TTM 36.23% Oper. Margin -21.77% RSI (14) 36.09 Volatility 2.47% 2.46%
Employees 3694 Debt/Eq 0.08 Sales Y/Y TTM 31.91% Profit Margin -19.97% Recom 1.56 Target Price 86.91
Option/Short Yes / Yes LT Debt/Eq 0.07 EPS Q/Q 60.16% Payout - Rel Volume 1.32 Prev Close 70.58
Sales Surprise 4.71% EPS Surprise 135.46% Sales Q/Q 28.70% Earnings May 01 AMC Avg Volume 1.28M Price 71.73
SMA20 -6.25% SMA50 -6.68% SMA200 5.22% Trades
Volume 1,661,182 Change 1.63%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-23-24 Reiterated JP Morgan
Overweight
$76 → $81
Nov-02-23 Downgrade Oppenheimer
Outperform → Perform
Nov-02-23 Downgrade Jefferies
Buy → Hold
$90 → $55
Oct-26-23 Initiated BMO Capital Markets
Outperform
$80
Aug-03-23 Downgrade Loop Capital
Buy → Hold
$80 → $75
Jul-13-23 Resumed JP Morgan
Overweight
$72 → $84
Jul-11-23 Upgrade Scotiabank
Sector Perform → Sector Outperform
$81
May-04-23 Upgrade Goldman
Neutral → Buy
$63 → $75
Mar-22-23 Initiated DA Davidson
Buy
$72
Dec-22-22 Initiated Loop Capital
Buy
$70
Oct-31-22 Initiated Scotiabank
Sector Perform
Sep-22-22 Initiated MoffettNathanson
Buy
$73
Sep-06-22 Initiated JMP Securities
Mkt Outperform
$70
Aug-17-22 Initiated Wolfe Research
Peer Perform
Jul-27-22 Resumed Oppenheimer
Outperform
$70 → $60
Mar-29-22 Initiated Mizuho
Buy
$75
Jan-28-22 Resumed Stifel
Buy
$120 → $85
Jan-06-22 Upgrade Jefferies
Hold → Buy
$110
Jun-14-21 Initiated William Blair
Outperform
Jun-14-21 Initiated Stifel
Buy
$100
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Procore Technologies, Inc. engages in the development of cloud-based construction management software. The company was founded by Craig F. Courtemanche, Jr. and Steven C. Zahm in 2002 and is headquartered in Carpinteria, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
O CONNOR KEVIN J Director Apr 04 '24 Sale 79.20 6,410 507,672 1,494,311 Apr 04 06:13 PM O CONNOR KEVIN J Director Apr 03 '24 Sale 78.09 6,410 500,557 1,500,721 Apr 04 06:13 PM O CONNOR KEVIN J Director Apr 02 '24 Sale 77.13 6,410 494,390 1,507,131 Apr 04 06:13 PM Courtemanche Craig F. Jr. CEO & President Apr 01 '24 Sale 81.30 68,000 5,528,362 531,399 Apr 02 08:30 PM Singer Benjamin C Chief Legal Officer; Secretary Apr 01 '24 Sale 82.15 3,000 246,450 125,321 Apr 02 08:32 PM Fu Howard CFO & Treasurer Mar 22 '24 Sale 81.19 1,457 118,294 137,237 Mar 26 04:36 PM Davis Steven Scott PRESIDENT PRODUCT & TECHNOLOGY Mar 13 '24 Sale 79.11 57,666 4,561,957 167,989 Mar 15 09:11 PM Courtemanche Craig F. Jr. CEO & President Mar 08 '24 Sale 80.00 110,000 8,800,000 532,749 Mar 08 06:15 PM Singer Benjamin C Chief Legal Officer; Secretary Mar 08 '24 Sale 80.00 8,000 640,000 93,865 Mar 08 06:13 PM O CONNOR KEVIN J Director Mar 08 '24 Sale 79.49 6,410 509,531 1,513,541 Mar 08 06:14 PM Steele Elisa Director Mar 08 '24 Sale 80.01 6,180 494,462 55,010 Mar 08 06:12 PM O CONNOR KEVIN J Director Mar 07 '24 Sale 78.18 6,410 501,152 1,519,951 Mar 08 06:14 PM O CONNOR KEVIN J Director Mar 06 '24 Sale 76.43 6,420 490,681 1,526,361 Mar 08 06:14 PM Courtemanche Craig F. Jr. CEO & President Mar 01 '24 Sale 79.19 68,000 5,384,727 535,749 Mar 04 06:43 PM Singer Benjamin C Chief Legal Officer; Secretary Mar 01 '24 Sale 78.26 3,000 234,780 101,865 Mar 04 06:42 PM Fleming William Fred Jr SVP, Corporate Controller Feb 29 '24 Option Exercise 12.22 1,753 21,422 79,521 Mar 04 06:41 PM Fleming William Fred Jr SVP, Corporate Controller Feb 29 '24 Sale 77.25 5,000 386,250 74,521 Mar 04 06:41 PM Singer Benjamin C Chief Legal Officer; Secretary Feb 23 '24 Sale 73.54 7,100 522,134 104,865 Feb 26 06:55 PM Durling Joy Driscoll Chief Data Officer Feb 23 '24 Sale 73.45 5,000 367,250 99,119 Feb 26 07:08 PM Fu Howard CFO & Treasurer Feb 23 '24 Sale 73.52 1,456 107,045 138,694 Feb 26 06:57 PM Courtemanche Craig F. Jr. CEO & President Feb 22 '24 Sale 73.90 65,246 4,821,679 748,247 Feb 26 07:00 PM Fleming William Fred Jr SVP, Corporate Controller Feb 22 '24 Sale 73.90 6,041 446,430 77,768 Feb 26 06:59 PM Davis Steven Scott President Product & Technology Feb 22 '24 Sale 73.90 4,819 356,124 225,655 Feb 26 07:07 PM Fu Howard CFO & Treasurer Feb 22 '24 Sale 73.90 4,458 329,446 140,150 Feb 26 06:57 PM Singer Benjamin C Chief Legal Officer; Secretary Feb 22 '24 Sale 73.90 4,353 321,687 111,965 Feb 26 06:55 PM Durling Joy Driscoll Chief Data Officer Feb 22 '24 Sale 73.90 3,917 289,466 104,119 Feb 26 07:08 PM SMITH GRAHAM Director Feb 21 '24 Sale 74.02 9,270 686,137 45,520 Feb 23 05:33 PM Steele Elisa Director Feb 21 '24 Sale 74.01 9,270 686,075 61,190 Feb 23 05:35 PM CALDWELL NANCI Director Feb 21 '24 Sale 74.00 9,270 686,011 55,010 Feb 23 05:32 PM Bueker Kathryn Director Feb 21 '24 Sale 74.03 3,389 250,873 29,332 Feb 23 05:30 PM CALDWELL NANCI Director Feb 09 '24 Sale 75.00 9,270 695,250 64,280 Feb 09 06:34 PM Singer Benjamin C Chief Legal Officer; Secretary Feb 09 '24 Sale 75.00 8,000 600,000 116,318 Feb 09 06:28 PM Steele Elisa Director Feb 09 '24 Sale 75.00 6,180 463,500 70,460 Feb 09 06:30 PM O CONNOR KEVIN J Director Feb 07 '24 Sale 71.79 5,128 368,139 1,532,781 Feb 07 08:12 PM O CONNOR KEVIN J Director Feb 06 '24 Sale 71.88 5,128 368,601 1,537,909 Feb 07 08:12 PM O CONNOR KEVIN J Director Feb 05 '24 Sale 72.21 5,128 370,306 1,543,037 Feb 07 08:12 PM Courtemanche Craig F. Jr. CEO & President Feb 01 '24 Sale 71.36 68,000 4,852,183 537,099 Feb 05 07:40 PM Singer Benjamin C Chief Legal Officer; Secretary Feb 01 '24 Sale 71.39 3,000 214,170 124,318 Feb 05 07:44 PM Fu Howard CFO & Treasurer Jan 22 '24 Sale 69.67 1,142 79,563 144,608 Jan 24 04:34 PM O CONNOR KEVIN J Director Jan 12 '24 Sale 69.29 5,128 355,319 1,548,165 Jan 16 08:52 PM O CONNOR KEVIN J Director Jan 11 '24 Sale 70.11 5,128 359,524 1,553,293 Jan 16 08:52 PM O CONNOR KEVIN J Director Jan 10 '24 Sale 69.77 5,128 357,781 1,558,421 Jan 11 04:27 PM Singer Benjamin C Chief Legal Officer; Secretary Jan 09 '24 Sale 70.00 1,000 70,000 127,318 Jan 10 05:35 PM Fu Howard CFO & Treasurer Jan 08 '24 Sale 65.90 1,140 75,126 145,750 Jan 10 05:32 PM Courtemanche Craig F. Jr. CEO & President Jan 02 '24 Sale 67.89 68,000 4,616,262 538,449 Jan 04 04:51 PM Singer Benjamin C Chief Legal Officer; Secretary Jan 02 '24 Sale 68.75 2,000 137,500 128,318 Jan 04 04:52 PM CALDWELL NANCI Director Dec 26 '23 Sale 70.00 9,270 648,900 73,550 Dec 28 05:59 PM Singer Benjamin C Chief Legal Officer; Secretary Dec 26 '23 Sale 70.00 1,000 70,000 130,318 Dec 28 06:03 PM Fu Howard CFO & Treasurer Dec 21 '23 Sale 67.79 1,157 78,433 146,890 Dec 26 03:16 PM Fleming William Fred Jr SVP, Corporate Controller Dec 14 '23 Option Exercise 12.22 6,000 73,320 83,809 Dec 18 07:30 PM Fu Howard CFO & Treasurer Dec 14 '23 Sale 65.00 3,465 225,225 148,047 Dec 18 07:24 PM Singer Benjamin C Chief Legal Officer; Secretary Dec 14 '23 Sale 65.00 1,000 65,000 131,318 Dec 15 04:39 PM Griffith William J.G. Director Dec 13 '23 Sale 58.51 25,144 1,471,196 4,511,205 Dec 15 04:34 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 13 '23 Sale 58.51 14,104 825,236 5,762,920 Dec 15 04:19 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 13 '23 Sale 58.51 11,040 645,959 4,511,205 Dec 15 04:19 PM Singer Benjamin C Chief Legal Officer; Secretary Dec 13 '23 Sale 60.00 1,000 60,000 132,318 Dec 15 04:39 PM Griffith William J.G. Director Dec 11 '23 Sale 59.57 30,526 1,818,519 4,522,245 Dec 13 04:15 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 11 '23 Sale 59.57 17,123 1,020,065 5,777,024 Dec 13 04:16 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 11 '23 Sale 59.57 13,403 798,454 4,522,245 Dec 13 04:16 PM Singer Benjamin C Chief Legal Officer; Secretary Dec 08 '23 Sale 58.29 5,638 328,639 133,318 Dec 12 06:46 PM O CONNOR KEVIN J Director Dec 08 '23 Sale 58.30 5,128 298,962 1,563,549 Dec 08 07:37 PM O CONNOR KEVIN J Director Dec 07 '23 Sale 58.71 5,128 301,078 1,568,677 Dec 08 07:37 PM Griffith William J.G. Director Dec 06 '23 Sale 60.98 36,264 2,211,520 4,535,648 Dec 08 07:21 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 06 '23 Sale 60.98 20,341 1,240,474 5,794,147 Dec 08 06:42 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 06 '23 Sale 60.98 15,923 971,047 4,535,648 Dec 08 06:42 PM O CONNOR KEVIN J Director Dec 06 '23 Sale 60.64 5,128 310,962 1,573,805 Dec 08 07:37 PM Courtemanche Craig F. Jr. CEO & President Dec 01 '23 Sale 59.91 68,000 4,074,111 539,799 Dec 05 08:59 PM Durling Joy Driscoll Chief Data Officer Dec 01 '23 Sale 59.75 5,000 298,750 108,036 Dec 05 05:43 PM Courtemanche Craig F. Jr. CEO & President Nov 22 '23 Sale 55.95 29,514 1,651,308 813,493 Nov 27 09:20 PM Davis Steven Scott President Product & Technology Nov 22 '23 Sale 55.95 6,527 365,186 230,474 Nov 27 09:22 PM Fu Howard CFO & Treasurer Nov 22 '23 Sale 55.95 5,959 333,406 151,512 Nov 27 09:26 PM Singer Benjamin C Chief Legal Officer; Secretary Nov 22 '23 Sale 55.95 5,815 325,349 138,956 Nov 27 09:27 PM Durling Joy Driscoll Chief Data Officer Nov 22 '23 Sale 55.95 5,226 292,395 113,036 Nov 27 09:23 PM Fleming William Fred Jr SVP, Corporate Controller Nov 22 '23 Sale 55.95 3,381 189,167 77,809 Nov 27 09:25 PM O CONNOR KEVIN J Director Nov 16 '23 Sale 55.17 5,128 282,912 1,578,933 Nov 16 09:03 PM O CONNOR KEVIN J Director Nov 15 '23 Sale 56.58 5,128 290,142 1,584,061 Nov 16 09:03 PM O CONNOR KEVIN J Director Nov 14 '23 Sale 54.87 5,128 281,395 1,589,189 Nov 16 09:03 PM Courtemanche Craig F. Jr. CEO & President Nov 01 '23 Sale 59.40 68,000 4,039,280 541,149 Nov 03 08:53 PM O CONNOR KEVIN J Director Oct 13 '23 Sale 67.27 5,128 344,961 1,594,317 Oct 13 06:15 PM O CONNOR KEVIN J Director Oct 12 '23 Sale 68.19 5,128 349,678 1,599,445 Oct 13 06:15 PM O CONNOR KEVIN J Director Oct 11 '23 Sale 69.11 5,128 354,396 1,604,573 Oct 13 06:15 PM Courtemanche Craig F. Jr. CEO & President Oct 09 '23 Sale 70.00 55,000 3,850,035 542,499 Oct 11 05:34 PM Courtemanche Craig F. Jr. CEO & President Oct 02 '23 Sale 66.09 68,000 4,494,346 543,999 Oct 04 06:05 PM O CONNOR KEVIN J Director Sep 28 '23 Sale 64.72 5,128 331,884 1,609,701 Sep 29 05:33 PM O CONNOR KEVIN J Director Sep 27 '23 Sale 62.40 5,128 319,987 1,614,829 Sep 28 05:37 PM O CONNOR KEVIN J Director Sep 26 '23 Sale 63.88 5,128 327,577 1,619,957 Sep 28 05:37 PM Courtemanche Craig F. Jr. CEO & President Sep 18 '23 Sale 64.03 63,500 4,065,898 3,303,954 Sep 20 05:45 PM Courtemanche Craig F. Jr. CEO & President Sep 06 '23 Sale 66.81 97,500 6,513,495 545,349 Sep 08 07:13 PM Fleming William Fred Jr SVP, Corporate Controller Aug 29 '23 Option Exercise 12.22 1,000 12,220 83,973 Aug 31 07:13 PM Fleming William Fred Jr SVP, Corporate Controller Aug 29 '23 Sale 66.33 3,000 198,990 80,973 Aug 31 07:13 PM Singer Benjamin C Chief Legal Officer; Secretary Aug 24 '23 Sale 63.13 8,000 505,040 144,568 Aug 25 06:15 PM O CONNOR KEVIN J Director Aug 24 '23 Sale 63.51 5,128 325,679 1,625,085 Aug 25 06:13 PM Durling Joy Driscoll Chief Data Officer Aug 24 '23 Sale 63.67 5,057 321,972 118,228 Aug 25 06:05 PM Courtemanche Craig F. Jr. CEO & President Aug 23 '23 Sale 62.97 29,575 1,862,338 843,007 Aug 25 06:02 PM Davis Steven Scott President Product & Technology Aug 23 '23 Sale 62.97 21,467 1,351,777 237,001 Aug 25 06:04 PM Fu Howard CFO & Treasurer Aug 23 '23 Sale 62.97 5,971 375,994 157,471 Aug 25 06:10 PM Singer Benjamin C Chief Legal Officer; Secretary Aug 23 '23 Sale 62.97 5,826 366,863 152,568 Aug 25 06:15 PM Durling Joy Driscoll Chief Data Officer Aug 23 '23 Sale 62.97 5,237 329,774 123,285 Aug 25 06:05 PM O CONNOR KEVIN J Director Aug 23 '23 Sale 62.38 5,128 319,885 1,630,213 Aug 24 06:19 PM Fleming William Fred Jr SVP, Corporate Controller Aug 23 '23 Sale 62.97 3,388 213,342 82,973 Aug 25 06:07 PM
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