Index -
P/E -
EPS (ttm) -3.29
Insider Own 19.56%
Shs Outstand 35.97M
Perf Week 7.51%
Market Cap 144.24M
Forward P/E 4.72
EPS next Y 0.85
Insider Trans 0.30%
Shs Float 28.94M
Perf Month 50.75%
Income -129.22M
PEG -
EPS next Q 0.05
Inst Own 57.44%
Short Float 0.38%
Perf Quarter 43.21%
Sales 1.01B
P/S 0.14
EPS this Y 107.19%
Inst Trans 6.06%
Short Ratio 0.77
Perf Half Y 34.56%
Book/sh 9.11
P/B 0.44
EPS next Y 250.67%
ROA -3.87%
Short Interest 0.11M
Perf Year 48.52%
Cash/sh -
P/C -
EPS next 5Y -3.80%
ROE -33.61%
52W Range 2.05 - 4.60
Perf YTD 2.56%
Dividend Est. -
P/FCF 0.36
EPS past 5Y -
ROI -4.06%
52W High -12.83%
Beta 1.16
Dividend TTM -
Quick Ratio -
Sales past 5Y 17.64%
Gross Margin -
52W Low 95.61%
ATR (14) 0.25
Dividend Ex-Date -
Current Ratio 4.27
EPS Y/Y TTM 21.85%
Oper. Margin -17.39%
RSI (14) 70.34
Volatility 8.24% 7.40%
Employees 2340
Debt/Eq 8.72
Sales Y/Y TTM -4.04%
Profit Margin -12.75%
Recom 2.20
Target Price 6.00
Option/Short Yes / Yes
LT Debt/Eq 8.71
EPS Q/Q -35.75%
Payout -
Rel Volume 2.43
Prev Close 4.09
Sales Surprise 0.28%
EPS Surprise 140.57%
Sales Q/Q -6.81%
Earnings Nov 12 AMC
Avg Volume 143.18K
Price 4.01
SMA20 19.68%
SMA50 36.67%
SMA200 33.06%
Trades
Volume 347,688
Change -1.96%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-15-24 Downgrade
JMP Securities
Mkt Outperform → Mkt Perform
Mar-14-24 Downgrade
Jefferies
Buy → Hold
$9 → $3.50
Oct-17-23 Downgrade
JP Morgan
Overweight → Neutral
$7 → $8
Jun-29-23 Initiated
B. Riley Securities
Buy
$9
Jun-14-23 Resumed
BTIG Research
Buy
$7
Mar-14-23 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$9 → $4
Jan-06-23 Downgrade
Barclays
Overweight → Equal Weight
$7 → $6
Mar-14-22 Initiated
Loop Capital
Buy
$24
Jan-19-22 Upgrade
JP Morgan
Neutral → Overweight
$27 → $23
Jan-17-20 Downgrade
JP Morgan
Overweight → Neutral
$24.50
Dec-03-24 08:30AM
Dec-02-24 04:06PM
Nov-20-24 08:00AM
Nov-13-24 02:21AM
Nov-12-24 07:00PM
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(American Banker) -48.97%
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Oportun Financial Corp. operates as a digital banking platform. Its credit and digital banking products include personal loans, secured personal loans, credit cards, savings, direct, and investment and retirement. The company was founded in August 2005 and is headquartered in San Carlos, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
COBLENTZ JONATHAN AARON CFO & Chief Admin Officer Nov 27 '24 Buy 3.91 24,700 96,577 297,480 Dec 02 05:05 PM COBLENTZ JONATHAN AARON CFO & Chief Admin Officer Nov 29 '24 Buy 3.88 800 3,104 298,280 Dec 02 05:05 PM Vazquez Raul Chief Executive Officer Nov 27 '24 Buy 3.86 8,844 34,138 1,257,328 Dec 02 05:03 PM Mueller Casey Global Controller and PAO Sep 10 '24 Sale 2.45 373 914 200,902 Sep 12 05:48 PM Kirscht Patrick Chief Credit Officer Sep 10 '24 Sale 2.45 7,787 19,078 341,763 Sep 12 05:46 PM Layton Kathleen I. Chief Legal Officer Sep 10 '24 Sale 2.45 5,288 12,956 102,585 Sep 12 05:43 PM Kirscht Patrick Officer Sep 10 '24 Proposed Sale 2.45 7,787 19,093 Sep 10 04:08 PM Layton Kathleen I. Officer Sep 10 '24 Proposed Sale 2.45 5,288 12,965 Sep 10 04:07 PM Mueller Casey Officer Sep 10 '24 Proposed Sale 2.45 373 914 Sep 10 04:07 PM
Index NDX, S&P 500
P/E 63.68
EPS (ttm) 10.28
Insider Own 2.46%
Shs Outstand 280.12M
Perf Week 2.47%
Market Cap 183.24B
Forward P/E 29.66
EPS next Y 22.07
Insider Trans -6.39%
Shs Float 273.04M
Perf Month 5.76%
Income 2.92B
PEG 4.55
EPS next Q 2.58
Inst Own 84.37%
Short Float 1.38%
Perf Quarter 5.34%
Sales 16.59B
P/S 11.05
EPS this Y 13.85%
Inst Trans -0.95%
Short Ratio 2.65
Perf Half Y 14.00%
Book/sh 64.74
P/B 10.11
EPS next Y 14.42%
ROA 9.46%
Short Interest 3.78M
Perf Year 14.75%
Cash/sh 12.00
P/C 54.57
EPS next 5Y 14.00%
ROE 16.62%
52W Range 557.29 - 714.78
Perf YTD 4.74%
Dividend Est. 3.74 (0.57%)
P/FCF 35.62
EPS past 5Y 12.08%
ROI 11.99%
52W High -8.41%
Beta 1.25
Dividend TTM 3.74 (0.57%)
Quick Ratio 1.24
Sales past 5Y 19.40%
Gross Margin 75.82%
52W Low 17.47%
ATR (14) 17.31
Dividend Ex-Date Jan 09, 2025
Current Ratio 1.24
EPS Y/Y TTM 13.27%
Oper. Margin 23.06%
RSI (14) 52.65
Volatility 1.94% 2.49%
Employees 18800
Debt/Eq 0.37
Sales Y/Y TTM 12.48%
Profit Margin 17.59%
Recom 1.68
Target Price 727.35
Option/Short Yes / Yes
LT Debt/Eq 0.34
EPS Q/Q -18.26%
Payout 34.51%
Rel Volume 1.11
Prev Close 636.02
Sales Surprise 4.55%
EPS Surprise 6.02%
Sales Q/Q 10.24%
Earnings Nov 21 AMC
Avg Volume 1.43M
Price 654.64
SMA20 -1.31%
SMA50 3.21%
SMA200 3.35%
Trades
Volume 1,591,342
Change 2.93%
Date
Action
Analyst
Rating Change
Price Target Change
Nov-19-24 Initiated
Scotiabank
Sector Perform
$700
Aug-23-24 Reiterated
BMO Capital Markets
Outperform
$700 → $760
Aug-14-24 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$750 → $685
Jul-03-24 Initiated
RBC Capital Mkts
Outperform
$760
Jun-13-24 Reiterated
Jefferies
Buy
$770
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 → $700
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Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Balazs Alex G. EVP, Chief Technology Officer Dec 01 '24 Option Exercise 0.00 464 0 733 Dec 03 04:31 PM Hotz Lauren D SVP, Chief Accounting Officer Dec 01 '24 Option Exercise 0.00 97 0 2,830 Dec 03 04:29 PM COOK SCOTT D Founder Nov 25 '24 Sale 641.82 75,000 48,136,222 6,378,105 Nov 27 04:29 PM COOK SCOTT D Founder Nov 26 '24 Sale 637.59 3,164 2,017,349 6,374,941 Nov 27 04:29 PM SCOTT D. COOK & HELEN SIGNE OS Director Nov 25 '24 Proposed Sale 640.12 78,164 50,034,340 Nov 25 04:45 PM SZKUTAK THOMAS J Director Oct 31 '24 Option Exercise 0.00 98 0 3,606 Nov 04 07:31 PM DALZELL RICHARD L Director Oct 31 '24 Option Exercise 0.00 119 0 15,570 Nov 04 07:28 PM Aujla Sandeep EVP and CFO Oct 10 '24 Sale 617.28 4,000 2,469,055 452 Oct 11 05:09 PM Aujla Sandeep Officer Oct 10 '24 Proposed Sale 619.98 4,000 2,479,933 Oct 10 05:00 PM Goodarzi Sasan K CEO, President and Director Oct 01 '24 Option Exercise 0.00 2,539 0 98,404 Oct 03 06:42 PM Aujla Sandeep EVP and CFO Oct 01 '24 Option Exercise 0.00 3,100 0 6,818 Oct 03 06:40 PM Aujla Sandeep EVP and CFO Oct 03 '24 Sale 601.31 775 466,015 4,451 Oct 03 06:40 PM Hotz Lauren D SVP, Chief Accounting Officer Oct 01 '24 Option Exercise 0.00 311 0 2,888 Oct 03 06:39 PM Notarainni Mark P. EVP, Consumer Group Oct 01 '24 Option Exercise 0.00 719 0 4,025 Oct 03 06:38 PM McLean Kerry J EVP, Gen. Counsel & Corp. Sec. Oct 01 '24 Option Exercise 0.00 658 0 26,093 Oct 03 06:36 PM FENNELL LAURA A EVP, People and Places Oct 01 '24 Option Exercise 0.00 1,050 0 42,136 Oct 03 06:34 PM Balazs Alex G. EVP, Chief Technology Officer Oct 01 '24 Option Exercise 0.00 518 0 542 Oct 03 06:33 PM Tessel Marianna EVP, GBSG Oct 01 '24 Option Exercise 0.00 1,219 0 40,217 Oct 03 06:32 PM SANDEEP AUJLA Officer Oct 03 '24 Proposed Sale 601.31 775 466,015 Oct 03 04:17 PM FENNELL LAURA A EVP, People and Places Sep 20 '24 Option Exercise 281.60 26,700 7,518,720 82,197 Sep 24 05:12 PM FENNELL LAURA A EVP, People and Places Sep 20 '24 Sale 642.36 30,159 19,372,869 52,038 Sep 24 05:12 PM FENNELL LAURA A Officer Sep 20 '24 Proposed Sale 644.33 30,159 19,432,293 Sep 20 04:41 PM COOK SCOTT D Founder Sep 17 '24 Sale 646.09 75,000 48,456,866 6,455,566 Sep 19 06:11 PM COOK SCOTT D Founder Sep 18 '24 Sale 637.19 2,461 1,568,123 6,453,105 Sep 19 06:11 PM Burton Eve B Director Sep 19 '24 Sale 649.87 2,988 1,941,800 0 Sep 19 05:31 PM Burton Eve B Director Sep 19 '24 Proposed Sale 649.87 2,988 1,941,800 Sep 19 03:32 PM SCOTT D. COOK & HELEN SIGNE OS Director Sep 17 '24 Proposed Sale 646.25 77,461 50,059,171 Sep 17 04:41 PM Balazs Alex G. EVP, Chief Technology Officer Sep 10 '24 Sale 628.76 2,941 1,849,469 20 Sep 11 04:30 PM Balazs Alex G. Officer Sep 10 '24 Proposed Sale 628.76 2,941 1,849,194 Sep 10 05:20 PM Balazs Alex G. EVP, Chief Technology Officer Sep 01 '24 Option Exercise 0.00 4,474 0 5,317 Sep 04 08:36 PM Notarainni Mark P. EVP, Consumer Group Sep 01 '24 Option Exercise 0.00 5,230 0 5,784 Sep 04 08:32 PM Goodarzi Sasan K CEO, President and Director Sep 01 '24 Option Exercise 0.00 43,870 0 114,874 Sep 04 08:28 PM FENNELL LAURA A EVP, People and Places Sep 01 '24 Option Exercise 0.00 7,143 0 58,911 Sep 04 08:20 PM Aujla Sandeep EVP and CFO Sep 01 '24 Option Exercise 0.00 2,615 0 6,045 Sep 04 08:19 PM Aujla Sandeep EVP and CFO Sep 04 '24 Sale 621.03 862 535,328 3,840 Sep 04 08:19 PM McLean Kerry J EVP, Gen. Counsel & Corp. Sec. Sep 03 '24 Option Exercise 216.64 11,079 2,400,155 36,020 Sep 04 08:10 PM McLean Kerry J EVP, Gen. Counsel & Corp. Sec. Sep 01 '24 Option Exercise 0.00 5,042 0 27,351 Sep 04 08:10 PM McLean Kerry J EVP, Gen. Counsel & Corp. Sec. Sep 03 '24 Sale 631.61 11,079 6,997,640 24,941 Sep 04 08:10 PM Hotz Lauren D SVP, Chief Accounting Officer Sep 01 '24 Option Exercise 0.00 96 0 4,087 Sep 04 08:08 PM Tessel Marianna EVP, GBSG Sep 01 '24 Option Exercise 0.00 9,589 0 45,260 Sep 04 08:03 PM SANDEEP AUJLA Officer Sep 04 '24 Proposed Sale 621.03 862 535,328 Sep 04 04:03 PM McLean Kerry J Officer Sep 03 '24 Proposed Sale 631.61 11,079 6,997,641 Sep 03 04:44 PM COOK SCOTT D Founder Aug 26 '24 Sale 618.91 75,000 46,418,164 6,537,015 Aug 28 04:11 PM COOK SCOTT D Founder Aug 27 '24 Sale 621.59 6,449 4,008,666 6,530,566 Aug 28 04:11 PM Aujla Sandeep EVP and CFO Aug 26 '24 Sale 622.55 32 19,922 3,430 Aug 27 04:40 PM SCOTT D. COOK & HELEN SIGNE OS Director Aug 26 '24 Proposed Sale 619.85 81,449 50,486,163 Aug 26 04:24 PM SANDEEP AUJLA Officer Aug 26 '24 Proposed Sale 622.55 32 19,922 Aug 26 04:10 PM Hotz Lauren D SVP, Chief Accounting Officer Aug 13 '24 Option Exercise 0.00 32 0 4,001 Aug 15 04:24 PM FENNELL LAURA A EVP, People and Places Aug 13 '24 Option Exercise 0.00 476 0 51,994 Aug 15 04:23 PM Aujla Sandeep EVP and CFO Aug 13 '24 Option Exercise 0.00 258 0 3,591 Aug 15 04:22 PM SZKUTAK THOMAS J Director Jul 25 '24 Option Exercise 0.00 89 0 3,508 Jul 29 08:12 PM DALZELL RICHARD L Director Jul 25 '24 Option Exercise 0.00 109 0 15,451 Jul 29 08:11 PM Goodarzi Sasan K CEO, President and Director Jul 01 '24 Option Exercise 0.00 5,979 0 74,112 Jul 03 08:12 PM Aujla Sandeep EVP and CFO Jul 01 '24 Option Exercise 0.00 4,243 0 6,575 Jul 03 08:10 PM Aujla Sandeep EVP and CFO Jul 03 '24 Sale 651.27 1,061 690,997 3,333 Jul 03 08:10 PM FENNELL LAURA A EVP, People and Places Jul 01 '24 Option Exercise 0.00 1,436 0 52,232 Jul 03 08:08 PM Tessel Marianna EVP, SBSEG Jul 01 '24 Option Exercise 0.00 3,077 0 37,252 Jul 03 08:07 PM McLean Kerry J EVP, Gen. Counsel & Corp. Sec. Jul 01 '24 Option Exercise 0.00 916 0 24,368 Jul 03 08:06 PM Balazs Alex G. EVP, Chief Technology Officer Jul 01 '24 Option Exercise 0.00 1,284 0 1,500 Jul 03 08:05 PM Hotz Lauren D SVP, Chief Accounting Officer Jul 01 '24 Option Exercise 0.00 708 0 4,217 Jul 03 08:04 PM Notarainni Mark P. EVP, Consumer Group Jul 01 '24 Option Exercise 0.00 1,973 0 2,842 Jul 03 08:02 PM Notarainni Mark P. EVP, Consumer Group Jul 02 '24 Sale 651.00 965 628,215 1,020 Jul 03 08:02 PM Notarainni Mark P. EVP, Consumer Group Jul 03 '24 Sale 651.27 466 303,492 554 Jul 03 08:02 PM COOK SCOTT D Founder Jun 10 '24 Sale 567.75 75,000 42,581,163 6,626,721 Jun 12 08:51 PM COOK SCOTT D Founder Jun 11 '24 Sale 566.56 75,000 42,491,749 6,551,721 Jun 12 08:51 PM COOK SCOTT D Founder Jun 12 '24 Sale 593.16 27,309 16,198,687 6,524,412 Jun 12 08:51 PM Hotz Lauren D SVP, Chief Accounting Officer Jun 01 '24 Option Exercise 0.00 97 0 3,541 Jun 04 04:49 PM COOK SCOTT D Chair of the Exec. Committee May 30 '24 Sale 567.40 14,748 8,368,023 6,701,721 May 31 07:26 PM COOK SCOTT D Chair of the Exec. Committee May 29 '24 Sale 600.48 75,000 45,035,831 6,716,469 May 30 08:56 PM COOK SCOTT D Chair of the Exec. Committee May 28 '24 Sale 597.85 75,000 44,838,699 6,791,469 May 30 08:56 PM Notarainni Mark P. EVP, Consumer Group May 28 '24 Sale 604.58 465 281,130 869 May 29 07:54 PM Aujla Sandeep EVP and CFO May 28 '24 Sale 604.58 1,415 855,481 2,332 May 29 07:53 PM SZKUTAK THOMAS J Director May 03 '24 Option Exercise 248.86 100 24,886 3,419 May 06 09:21 PM DALZELL RICHARD L Director May 03 '24 Option Exercise 248.86 123 30,610 15,342 May 06 08:49 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 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 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 Balazs Alex G. EVP, Chief Technology Officer Apr 01 '24 Option Exercise 0.00 401 0 401 Apr 02 06:56 PM Tessel Marianna EVP, SBSEG Apr 01 '24 Option Exercise 0.00 1,251 0 34,648 Apr 02 06:54 PM Notarainni Mark P. EVP, Consumer Group Apr 01 '24 Option Exercise 0.00 713 0 1,582 Apr 02 06:51 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 Balazs Alex G. EVP and CTO Mar 01 '24 Option Exercise 0.00 84 0 309 Mar 04 06:05 PM Aujla Sandeep EVP and CFO Mar 01 '24 Option Exercise 0.00 140 0 2,383 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 SZKUTAK THOMAS J Director Jan 18 '24 Option Exercise 18.64 1,331 24,809 3,319 Jan 22 10:28 AM Liu Deborah Director Jan 18 '24 Option Exercise 0.00 1,215 0 2,656 Jan 22 10:26 AM DALZELL RICHARD L Director Jan 18 '24 Option Exercise 22.52 1,358 30,583 15,219 Jan 22 10:26 AM Burton Eve B Director Jan 20 '24 Option Exercise 30.10 2,988 89,933 2,988 Jan 22 10:25 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 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 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 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 Sale 589.60 14,771 8,708,919 50,030 Jan 09 04:53 PM
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