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OWL

Blue Owl Capital Inc

Dec 03 • 04:00PM ET

15.66

+0.75 5.03 %

Financial • Asset Management • USA • NYSE

Peers: BX KKR APO ARES CG TPG MC PAGP HNNA STEP

| Held by: VTI VUG VB VO VXF VBK IWP VOT VYM IWF

Index	-	P/E	348.00	EPS (ttm)	0.04	Insider Own	6.17%	Shs Outstand	664.80M	Perf Week	8.37%
Market Cap	24.42B	Forward P/E	15.75	EPS next Y	0.99	Insider Trans	0.50%	Shs Float	623.77M	Perf Month	-3.09%
Enterprise Value	31.95B	PEG	22.77	EPS next Q	0.23	Inst Own	91.59%	Short Float	10.88%	Perf Quarter	-13.24%
Income	51.91M	P/S	8.89	EPS this Y	7.55%	Inst Trans	1.08%	Short Ratio	5.06	Perf Half Y	-17.71%
Sales	2.75B	P/B	4.53	EPS next Y	20.07%	ROA	0.45%	Short Interest	67.85M	Perf YTD	-32.67%
Book/sh	3.45	P/C	177.91	EPS next 5Y	15.28%	ROE	2.41%	52W High	26.73 -41.40%	Perf Year	-34.01%
Cash/sh	0.09	P/FCF	21.25	EPS past 3/5Y	- -	ROIC	0.85%	52W Low	13.25 18.19%	Perf 3Y	39.08%
Dividend Est.	0.90 (5.75%)	EV/EBITDA	37.08	Sales past 3/5Y	40.71% 74.10%	Gross Margin	86.50%	Volatility	2.95% 4.36%	Perf 5Y	-
Dividend TTM	0.85 (5.46%)	EV/Sales	11.63	EPS Y/Y TTM	-59.82%	Oper. Margin	17.88%	ATR (14)	0.62	Perf 10Y	-
Dividend Ex-Date	Nov 10, 2025	Quick Ratio	1.25	Sales Y/Y TTM	27.24%	Profit Margin	1.89%	RSI (14)	56.63	Recom	1.56
Dividend Gr. 3/5Y	73.59% -	Current Ratio	1.25	EPS Q/Q	-53.00%	SMA20	6.61%	Beta	1.12	Target Price	21.94
Payout	346.59%	Debt/Eq	1.65	Sales Q/Q	21.15%	SMA50	-0.81%	Rel Volume	1.16	Prev Close	14.91
Employees	1100	LT Debt/Eq	1.65	Earnings	Oct 30 BMO	SMA200	-14.52%	Avg Volume	13.41M	Price	15.66
IPO	Dec 14, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	-0.72% 7.89%	Trades		Volume	15,512,431	Change	5.03%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-28-25	Initiated	Raymond James	Mkt Perform
May-20-25	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$23
Feb-24-25	Initiated	Barclays	Overweight	$29
Jan-23-25	Resumed	Citigroup	Buy	$30
Jan-16-25	Upgrade	TD Cowen	Hold → Buy	$28
Jan-06-25	Downgrade	Goldman	Buy → Neutral	$25 → $24.75
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$18.50
Aug-02-24	Upgrade	Oppenheimer	Perform → Outperform	$21
Jul-08-24	Downgrade	TD Cowen	Buy → Hold	$21.50 → $19
Jun-10-24	Resumed	Deutsche Bank	Buy	$21
Apr-02-24	Upgrade	UBS	Neutral → Buy	$18 → $22
Jan-04-24	Initiated	TD Cowen	Outperform	$17
Dec-20-23	Resumed	Piper Sandler	Overweight	$18
Oct-20-23	Downgrade	UBS	Buy → Neutral	$15 → $14
Oct-09-23	Downgrade	Oppenheimer	Outperform → Perform
Oct-05-23	Initiated	Wolfe Research	Outperform	$16
May-19-23	Initiated	Citigroup	Buy	$14
May-05-23	Upgrade	Oppenheimer	Perform → Outperform
Jan-03-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$13
Oct-19-22	Initiated	Credit Suisse	Neutral	$9

Show Previous Ratings

Today 11:45AM	Blue Owl Execs Bought Stock as Private-Credit Worries Hit Firm's Funds (Barrons.com) +5.03%
04:00AM	Coremont Secures $40M Strategic Investment from Funds Managed by Blue Owl to Accelerate Innovation in Portfolio Analytics (Business Wire)
02:30AM	This Private-Credit Stock Has Gotten Hit Hard. Why It Still Might Join the S&P 500. (Barrons.com)
Nov-28-25 07:25AM	Blue Owl Capital Inc. Stock Has Dropped To A Very Attractive 5.8% Yield (GuruFocus.com)
12:00AM	OpenAI partners amass $100bn debt pile to fund its ambitions (Financial Times)
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Nov-26-25 12:16PM	Blue Owl Is Having a Rough Year. Its Co-CEO Says Investors' Fears Are 'Ungrounded.' (Barrons.com)
08:00AM	Blue Owl Capital Inc. to Present at the Goldman Sachs 2025 US Financial Services Conference (PR Newswire)
Nov-25-25 04:02PM	Ackman Seeks to Sell New Fund With a Bonus: a Stake in His Firm (Barrons.com)
Nov-24-25 05:30AM	AI Meets Aggressive Accounting at Meta's Gigantic New Data Center (The Wall Street Journal)
Nov-21-25 04:51PM	Blue Owl scraps merger of two private credit funds. Here's why (Yahoo Finance Video)
02:22PM	Blue Owl (OWL) Should Come On My Show, Says Jim Cramer (Insider Monkey)
05:45AM	Asda raises £568m through property sale-and-leaseback deals (Retail Insight Network)
Nov-20-25 03:00PM	Blue Owl Money Machine Sputters in Face of Private Credit Cracks (Bloomberg)
11:42AM	How Blue Owl found itself at the middle of Wall Street's latest private credit fears (Yahoo Finance)
Nov-19-25 04:57PM	Blue Owl Calls Off Ill-Starred Fund Merger (Barrons.com)
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04:31PM	Clio Completes $1B vLex Acquisition, Secures $500M At $5B Valuation In Largest Legal Tech Deal (Benzinga)
03:09PM	Blue Owl Scraps Merger of Private Credit Funds After Selloff (Bloomberg)
01:08PM	BLS isn't publishing Oct. jobs report, Kraken files for US IPO (Yahoo Finance Video)
12:40PM	Blue Owl Scraps Merger of Private Credit Funds (Bloomberg)
12:05PM	Blue Owl co-president on company's decision to terminate merger of private credit funds (CNBC TV)
09:27AM	Blue Owl Offered a Way Out to Private Credit Investors. Why It's a Tough Sell. (Barrons.com)
09:10AM	Blue Owl Capital Corporation and Blue Owl Capital Corporation II Announce Termination of Merger (PR Newswire)
12:25AM	JPMorgan Reduces PT on Blue Owl Capital (OWL) Stock (Insider Monkey)
Nov-18-25 04:32PM	Blue Owl Offered Liquidity to Private Credit Investors. Why It's a Tough Sell. (Barrons.com)
01:42PM	Financial Stocks Send Warning, Threaten to Tumble Below Support (Bloomberg)
Nov-16-25 09:00PM	Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy (The Wall Street Journal)
Nov-12-25 09:36AM	Blue Owl Capital price target lowered to $16 from $17 at Truist (TipRanks)
Nov-11-25 02:47PM	Three AI Megadeals Are Breaking New Ground on Wall Street (The Wall Street Journal)
12:01PM	PayPal Expands Buy Now Pay Later: Can it Fuel Growth in 2025? (Zacks)
Nov-10-25 04:05PM	Blue Owl to Present at The Citizens Financial Services Conference (PR Newswire)
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12:52PM	Meta and Musk's xAI Tap Off-Balance-Sheet Financing to Fund AI Expansion (GuruFocus.com)
08:27AM	Legal AI firm Clio valued at $5 billion in latest funding round (Reuters)
05:00AM	Data Centers in Nvidias Hometown Stand Empty Awaiting Power (Bloomberg)
Nov-08-25 08:30AM	Big Tech needs a staggering $1.5 trillion to fund the AI boom. This is the complex playbook it's using to get it. (MarketWatch)
Nov-07-25 02:08PM	Banks Lend $18 Billion for Oracle-Tied Data Center in New Mexico (Bloomberg)
Nov-05-25 04:42PM	Blue Owl Technology Finance Corp. Announces September 30, 2025 Financial Results (PR Newswire)
04:37PM	Blue Owl Capital Corporation Announces September 30, 2025 Financial Results (PR Newswire)
04:36PM	Blue Owl Technology Finance Corp. Announces Amended Lock-Up Release Schedule (PR Newswire)
04:35PM	Blue Owl Capital Corporation and Blue Owl Capital Corporation II Announce Merger Agreement (PR Newswire)
Nov-04-25 07:30AM	'The credit market today is very healthy': Blue Owl co-CEO (Yahoo Finance Video)
Oct-31-25 11:09AM	Blue Owl's Lipschultz Says Private Credit Ecosystem Is Very Healthy (Bloomberg)
09:41AM	AI giants turn to massive debt to finance tech race (AFP)
07:45AM	Metas $27 billion bet turns AI compute into Wall Streets hottest new investment (Fortune)
Oct-30-25 09:08PM	Blue Owl Capital Inc (OWL) Q3 2025 Earnings Call Highlights: Strong Growth and Strategic ... (GuruFocus.com)
06:15PM	Corrections & Amplifications (The Wall Street Journal)
08:50AM	Meta Looks to Raise at Least $25 Billion From Bond Sale (Bloomberg)
08:35AM	Blue Owl Capital Inc. (OWL) Q3 Earnings Meet Estimates (Zacks)
07:00AM	Blue Owl Capital Inc. Third Quarter 2025 Results (PR Newswire)
Oct-29-25 05:57PM	Meta reports mixed financial results amid spree of AI hiring and spending (The Guardian)
04:12PM	Meta's profit hit by about $16 billion one-time tax charge, shares fall (Reuters)
04:10PM	Meta stock sinks after tax hit weighs on earnings, company touts 'notably larger' AI investments in year ahead (Yahoo Finance)
04:10PM	Meta Q3 earnings miss on EPS, stock plummets more than 6% (Yahoo Finance)
02:30AM	Meta Earnings Promise a Progress Report on Facebook's AI Transformation (Barrons.com)
Oct-28-25 12:12PM	Meta to report Q3 earnings as AI spending continues to pile up (Yahoo Finance)
12:12PM	Meta Q3 earnings miss on EPS, shares plummet more than 6% (Yahoo Finance)
05:30AM	Private Lenders Aren't Out of the Doghouse Yet (The Wall Street Journal)
Oct-27-25 10:00AM	Affiliated Managers Group (AMG) Earnings Expected to Grow: Should You Buy? (Zacks)
06:04AM	Big Tech to report earnings under specter of AI bubble (Reuters)
Oct-24-25 02:29PM	In This AI Moment, Meta's Zuckerberg Again Embraces Disruption, Inside and Out (Barrons.com)
10:35AM	Private-Asset Star Blue Owl Has Been Flying High. Is It Too Close to the Sun? (Barrons.com)
Oct-23-25 10:00AM	Blue Owl Capital Inc. (OWL) Earnings Expected to Grow: Should You Buy? (Zacks) -5.01%
Oct-22-25 01:44PM	Meta to cut around 600 roles in Superintelligence Labs AI unit (Reuters)
10:49AM	Meta Raised $27 Billion for an AI Data Center. Who's Backing the Deal. (Barrons.com)
04:37AM	Meta, Blue Owl Capital create JV for Hyperion data centre campus (Verdict)
Oct-21-25 06:47PM	BlackRock Among Biggest Investors in Metas Giant Data-Center Debt Deal (The Wall Street Journal)
06:24PM	Meta, Blue Owl and AI: Here are the details of Wall Street's biggest private-capital deal ever (MarketWatch)
05:59PM	Meta in $27 billion financing deal with Blue Owl Capital for Louisiana data center (Reuters)
04:26PM	BlackRock ETFs Among Biggest Investors in Meta's Giant Data-Center Debt Deal (The Wall Street Journal)
04:23PM	Meta, Blue Owl Join Forces in AI Data Center Deal (Bloomberg)
Oct-20-25 03:47PM	Credit Fears Make These Alternative Asset Manager Stocks a Buy, Goldman Says (Barrons.com)
Oct-19-25 09:17AM	Analyst on How to Hedge AI Circular Financing Risks: Short Blue Owl Capital (OWL) (Insider Monkey)
Oct-17-25 10:31PM	OWL Co-CEO Claps Back On Jamie Dimon's 'Cockroach' Remark: 'Might Be A Lot More Cockroaches At JPMorgan' (Benzinga)
01:27PM	Meta, Blue Owl Seal $30 Billion Private Capital Deal for AI (Bloomberg)
Oct-16-25 08:16PM	Meta wins $30 bln funding for Louisiana data center- Bloomberg (Investing.com) -7.18%
07:04PM	Meta set to clinch nearly $30 billion financing deal for Louisiana data center site, Bloomberg News reports (Reuters)
03:27PM	Emerging 'Cockroaches' in TradFi Sting Bitcoin, but Fed Response Could Be Bullish (CoinDesk)
08:00AM	Blue Owl Capital Hires Greg Porteous to Lead Defined Contribution Retirement Solutions (PR Newswire)
Oct-15-25 08:02PM	Banks and Private Credit Clash After Dimons Cockroach Barb (Bloomberg)
01:43PM	Meta Building New Gigawatt-Sized Data Center in Texas (Bloomberg)
12:58PM	Blue Owl Capital's Packer: First Brands & Tricolor collapses were idiosyncratic, not broader risk (CNBC TV)
08:05AM	Blue Owl Chief Looks to Bank Loans for Dimon Cockroaches (Bloomberg)
Oct-11-25 02:30AM	Investors Keep Pumping Money into Private Credit, Despite Red Flags (Barrons.com)
Oct-10-25 03:57PM	BDCs Yield 10% or More. They May Be Worth the Risk. (Barrons.com)
Oct-09-25 10:47AM	Bank of America Securities Lowers PT on Blue Owl Capital (OWL), Keeps a Buy Rating (Insider Monkey)
Oct-07-25 08:00AM	Blue Owl Capital Inc. to Announce Third Quarter 2025 Results (PR Newswire)
Oct-04-25 10:45AM	Are private assets the answer to retirement savings shortfalls? (Yahoo Finance)
Oct-02-25 01:30AM	These Companies Offer Huge Dividend Yields. The Risks Are Enormous, Too. (Barrons.com)
Oct-01-25 08:30AM	Blue Owl Technology Finance Corp. Schedules Earnings Release and Quarterly Earnings Call to Discuss its Third Quarter Ended September 30, 2025 Financial Results (PR Newswire)
08:30AM	Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its Third Quarter Ended September 30, 2025 Financial Results (PR Newswire)
02:16AM	PayPal Sells $7B in US BNPL Receivables to Blue Owl Capital in Two-Year Agreement (Insider Monkey)
Sep-30-25 01:02PM	PsiQuantum breaks ground on Chicago quantum site after $1 billion funding (Reuters)
Sep-25-25 10:11AM	PayPal's Buy Now Pay Later Grows Fast: What Drives This Surge? (Zacks)
07:27AM	Qatar's wealth fund teams up with Blue Owl for $3 billion data centre push (Reuters)
07:00AM	Qatar Investment Authority and Blue Owl Capital Enter Agreement to Establish Digital Infrastructure Partnership (PR Newswire)
Sep-24-25 11:51AM	PayPal Partners with Blue Owl. Is PYPL Stock Poised for a Rebound? (Barchart) -7.24%
08:32AM	PayPal Teams Up With Blue Owl In $7 Billion Buy Now, Pay Later Deal (Benzinga)
07:00AM	PayPal Announces a Multi-Year Relationship for U.S. Buy Now, Pay Later Receivables with Funds Managed by Blue Owl Capital (PR Newswire)
Sep-17-25 08:00AM	Blue Owl Capital Launches Debut Interval Fund, Focused on Alternative Credit (PR Newswire)
Sep-16-25 05:03PM	Are BDCs Signaling a Bigger Rate Drop? Their Stocks Are Dropping as Rates Droop. (Barrons.com)
Sep-09-25 11:11AM	Blackstones Private Credit Line to Dropbox Raised to $2.7 Billion (Bloomberg)

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Kirshenbaum Alan	Chief Financial Officer	Dec 01 '25	Buy	14.87	33,670	500,808	33,670	Dec 03 05:13 PM
Ostrover Douglas I	Co-Chief Executive Officer	Dec 02 '25	Buy	15.06	139,327	2,098,334	158,000	Dec 03 05:12 PM
Ostrover Douglas I	Co-Chief Executive Officer	Dec 01 '25	Buy	15.06	18,673	281,135	18,673	Dec 03 05:12 PM
LIPSCHULTZ MARC S	Co-Chief Executive Officer	Dec 02 '25	Buy	15.06	69,663	1,049,160	79,000	Dec 03 05:10 PM
LIPSCHULTZ MARC S	Co-Chief Executive Officer	Dec 02 '25	Buy	15.06	69,663	1,049,160	79,000	Dec 03 05:10 PM
LIPSCHULTZ MARC S	Co-Chief Executive Officer	Dec 01 '25	Buy	15.06	9,337	140,575	9,337	Dec 03 05:10 PM
LIPSCHULTZ MARC S	Co-Chief Executive Officer	Dec 01 '25	Buy	15.06	9,337	140,575	9,337	Dec 03 05:10 PM
Packer Craig	Co-President	Dec 02 '25	Buy	15.06	110,227	1,660,074	94,000	Dec 03 05:10 PM
Packer Craig	Co-President	Dec 01 '25	Buy	15.06	14,773	222,418	11,109	Dec 03 05:10 PM
NBSH Blue Investments II, LLC	10% Owner	Dec 01 '25	Proposed Sale	15.03	2,835,841	42,622,690		Dec 01 06:18 PM
Blue Owl Exchange LP	Controlled affiliate	Dec 01 '25	Proposed Sale	15.00	710,588	10,658,820		Dec 01 06:00 PM
NBSH Blue Investments II, LLC	10% Owner	Sep 02 '25	Proposed Sale	18.39	2,063,007	37,928,384		Sep 02 08:13 PM
Blue Owl Exchange LP	Controlled affiliate	Sep 02 '25	Proposed Sale	18.52	1,450,000	26,854,000		Sep 02 04:27 PM
NBSH Blue Investments II, LLC	10% Owner	Jun 02 '25	Proposed Sale	18.55	4,201,177	77,931,833		Jun 02 06:15 PM
Blue Owl Exchange LP	Controlled affiliate	Jun 02 '25	Proposed Sale	18.68	870,294	16,257,092		Jun 02 05:30 PM
Dyal Capital Partners IV Holdi	Affiliate	May 14 '25	Proposed Sale	19.98	20,000,000	399,600,000		May 14 09:45 PM
Blue Owl Exchange LP	Controlled affiliate	Mar 03 '25	Proposed Sale	21.53	1,817,382	39,128,234		Mar 03 09:50 PM
NBSH Blue Investments II, LLC	10% Owner	Mar 03 '25	Proposed Sale	20.83	12,103,105	252,107,677		Mar 03 07:39 PM

TPVG TriplePoint Venture Growth BDC Corp daily Stock Chart

Peers: ARCC HTGC GSBD MAIN TCPC CSWC SLRC NMFC GLAD PSEC

| Held by: VPC LBO ORR

Index	-	P/E	7.81	EPS (ttm)	0.84	Insider Own	4.81%	Shs Outstand	40.40M	Perf Week	2.97%
Market Cap	265.83M	Forward P/E	6.94	EPS next Y	0.95	Insider Trans	123.38%	Shs Float	38.46M	Perf Month	18.35%
Enterprise Value	706.05M	PEG	-	EPS next Q	0.27	Inst Own	10.64%	Short Float	6.11%	Perf Quarter	-3.24%
Income	33.91M	P/S	2.79	EPS this Y	-23.00%	Inst Trans	-	Short Ratio	6.34	Perf Half Y	-6.53%
Sales	95.33M	P/B	0.75	EPS next Y	-12.02%	ROA	4.20%	Short Interest	2.35M	Perf YTD	-10.84%
Book/sh	8.79	P/C	9.29	EPS next 5Y	-14.02%	ROE	9.43%	52W High	8.38 -21.50%	Perf Year	-21.57%
Cash/sh	0.71	P/FCF	9.71	EPS past 3/5Y	-30.81% -8.51%	ROIC	4.12%	52W Low	5.24 25.57%	Perf 3Y	-48.71%
Dividend Est.	1.09 (16.54%)	EV/EBITDA	11.50	Sales past 3/5Y	3.92% 0.78%	Gross Margin	83.45%	Volatility	3.36% 3.83%	Perf 5Y	-49.72%
Dividend TTM	1.13 (17.17%)	EV/Sales	7.41	EPS Y/Y TTM	298.86%	Oper. Margin	64.38%	ATR (14)	0.21	Perf 10Y	-43.72%
Dividend Ex-Date	Dec 16, 2025	Quick Ratio	8.52	Sales Y/Y TTM	206.13%	Profit Margin	35.57%	RSI (14)	69.52	Recom	3.29
Dividend Gr. 3/5Y	-0.93% -0.56%	Current Ratio	8.52	EPS Q/Q	-33.31%	SMA20	8.10%	Beta	1.38	Target Price	6.38
Payout	170.82%	Debt/Eq	1.32	Sales Q/Q	2.22%	SMA50	13.46%	Rel Volume	1.34	Prev Close	6.40
Employees	-	LT Debt/Eq	1.32	Earnings	Nov 05 AMC	SMA200	0.40%	Avg Volume	370.31K	Price	6.58
IPO	Mar 06, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	-11.26% -6.44%	Trades		Volume	496,266	Change	2.81%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-17-25	Downgrade	Wells Fargo	Equal Weight → Underweight	$7.50 → $6.50
Nov-07-24	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$8 → $7.50
Aug-09-24	Downgrade	Ladenburg Thalmann	Buy → Neutral	$8.50 → $8
May-29-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$9.50 → $8.50
Mar-22-24	Upgrade	Compass Point	Sell → Neutral	$8.75
Mar-07-24	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Mar-07-24	Downgrade	Compass Point	Neutral → Sell	$8.75
Aug-23-23	Upgrade	Compass Point	Sell → Neutral
Aug-03-23	Downgrade	Compass Point	Neutral → Sell	$9.75
May-04-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$12 → $10
Dec-20-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$13 → $10
Dec-13-22	Downgrade	Piper Sandler	Overweight → Neutral	$14.50 → $13.50
Dec-01-22	Initiated	UBS	Neutral	$13.50
Oct-15-21	Downgrade	Compass Point	Buy → Neutral	$15.75
Sep-21-21	Upgrade	Compass Point	Neutral → Buy	$15.50 → $16.50
Jul-12-21	Initiated	Piper Sandler	Overweight	$17
May-19-21	Initiated	Oppenheimer	Perform
Nov-19-20	Resumed	JMP Securities	Mkt Outperform	$13
May-13-20	Downgrade	Compass Point	Buy → Neutral
Apr-02-20	Upgrade	Compass Point	Neutral → Buy	$8

Show Previous Ratings

Dec-01-25 06:55AM	TriplePoint Venture Growth BDC Corp. Amends and Extends Revolving Credit Facility Under Favorable Terms (Business Wire)
Nov-06-25 12:10AM	TriplePoint Venture Growth BDC Corp (TPVG) Q3 2025 Earnings Call Highlights: Record Debt ... (GuruFocus.com)
Nov-05-25 07:20PM	TriplePoint Venture Growth (TPVG) Q3 Earnings and Revenues Lag Estimates (Zacks)
06:21PM	TriplePoint Venture Growth: Q3 Earnings Snapshot (Associated Press Finance)
04:20PM	TriplePoint Venture Growth BDC Corp. Announces Third Quarter 2025 Financial Results (Business Wire)
08:39AM	Loading…
Nov-04-25 08:39AM	TriplePoint Venture Growth BDC Corp (TPVG) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Oct-29-25 06:10PM	FinWise Bancorp (FINW) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
09:40AM	Are Investors Undervaluing TriplePoint Venture Growth BDC (TPVG) Right Now? (Zacks)
Oct-14-25 04:15PM	TriplePoint Venture Growth BDC Corp. Declares Fourth Quarter 2025 Distribution of $0.23 Per Share and Supplemental Distribution of $0.02 Per Share (Business Wire)
Oct-13-25 09:40AM	Is TriplePoint Venture Growth BDC (TPVG) Stock Undervalued Right Now? (Zacks)
Oct-07-25 05:15PM	Saratoga Investment (SAR) Q2 Earnings and Revenues Lag Estimates (Zacks)
Aug-06-25 06:35PM	TriplePoint Venture Growth (TPVG) Misses Q2 Earnings and Revenue Estimates (Zacks) -8.26%
05:29PM	TriplePoint Venture Growth: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	TriplePoint Venture Growth BDC Corp. Announces Second Quarter 2025 Financial Results (Business Wire)
Aug-05-25 10:23AM	Earnings To Watch: TriplePoint Venture Growth BDC Corp (TPVG) Reports Q2 2025 Result (GuruFocus.com)
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Jul-23-25 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2025 Second Quarter Financial Results on Wednesday, August 6, 2025 (Business Wire)
May-30-25 01:37AM	TriplePoint Venture Growth BDC Corp. (TPVG): A Bear Case Theory (Insider Monkey)
May-12-25 10:26AM	Implied Volatility Surging for TriplePoint Venture Stock Options (Zacks)
May-07-25 07:55PM	TriplePoint Venture Growth (TPVG) Q1 Earnings and Revenues Miss Estimates (Zacks) +7.50%
06:50PM	TriplePoint Venture Growth BDC Corp. (TPVG) Q1 2025 Earnings Call Transcript (Seeking Alpha)
04:15PM	TriplePoint Venture Growth BDC Corp. Announces First Quarter 2025 Financial Results (Business Wire)
May-04-25 09:15AM	Risk On Risk Is A Deadly Move: 2 VC BDCs To Avoid (Seeking Alpha)
Apr-27-25 08:51AM	Barings BDC: Not The Best Investment Despite The 11.7% Dividend Yield (Seeking Alpha)
Apr-23-25 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2025 First Quarter Financial Results on Wednesday, May 7, 2025 (Business Wire)
Apr-21-25 07:31PM	Focusing On Lower Risk Shares (And Updated Charts For High-Yield Stocks) (Seeking Alpha)
Apr-09-25 04:32AM	Dividend Power Dogs: 5 Ideal Safe Buys In April (Seeking Alpha) +7.81%
Apr-08-25 04:15PM	TriplePoint Venture Growth BDC Corp. Investment Grade Rating and Stable Outlook Confirmed by Morningstar DBRS (Business Wire)
Apr-01-25 03:42PM	BrightSpire Capital: If I Had To Sell One High-Yielding Value Destroyer (Seeking Alpha)
Mar-31-25 09:15AM	Worried About BDC Dividends? Consider These 3 For Durable Income (Seeking Alpha)
Mar-26-25 03:08PM	Golub Capital BDC's NAV, Valuation And Dividend Vs. 11 BDC Peers - Part 2 (Includes Updated Dividend Projections) (SeekingAlpha)
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Mar-20-25 11:15AM	Buy 4 Ideal 'Safer' February Dividends, Out Of 40 Choices From Readers (SeekingAlpha)
07:35AM	I'm Collecting A 17% Yield By Holding TriplePoint Venture (SeekingAlpha)
Mar-18-25 09:45AM	Reddit initiated, Netflix upgraded: Wall Streets top analyst calls (TipRanks)
Mar-05-25 05:35PM	TriplePoint Venture Growth (TPVG) Misses Q4 Earnings Estimates (Zacks) -5.42%
04:49PM	TriplePoint Venture Growth: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	TriplePoint Venture Growth BDC Corp. Announces Fourth Quarter and Fiscal Year 2024 Financial Results (Business Wire)
Mar-04-25 07:18AM	What To Expect From TriplePoint Venture Growth BDC Corp (TPVG) Q4 2024 Earnings (GuruFocus.com)
Feb-19-25 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2024 Fourth Quarter and Fiscal Year Financial Results on Wednesday, March 5, 2025 (Business Wire)
Jan-29-25 04:15PM	TriplePoint Venture Growth BDC Corp. Enters into Note Purchase Agreement for Issuance of 3-Year Investment Grade Notes (Business Wire)
Dec-18-24 04:15PM	TriplePoint Venture Growth BDC Corp. Names Mike L. Wilhelms as Chief Financial Officer (Business Wire)
Dec-13-24 08:30PM	KBW Announces Index Rebalancing for Fourth-Quarter 2024 (GlobeNewswire) -8.92%
Nov-07-24 07:43AM	Q3 2024 Triplepoint Venture Growth BDC Corp Earnings Call (Thomson Reuters StreetEvents) +10.72%
02:24AM	TriplePoint Venture Growth BDC Corp (TPVG) Q3 2024 Earnings Call Highlights: Strong NAV Growth ... (GuruFocus.com)
Nov-06-24 06:25PM	TriplePoint Venture Growth (TPVG) Beats Q3 Earnings and Revenue Estimates (Zacks)
04:15PM	TriplePoint Venture Growth BDC Corp. Announces Third Quarter 2024 Financial Results (Business Wire)
Nov-05-24 08:02AM	TriplePoint Venture Growth BDC Corp (TPVG) Q3 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Oct-23-24 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2024 Third Quarter Financial Results on Wednesday, November 6, 2024 (Business Wire)
Sep-21-24 07:55AM	Is TriplePoint Venture Growth BDC Corp. (TPVG) the Best BDC Stock To Invest In? (Insider Monkey)
Aug-14-24 10:54AM	Do Options Traders Know Something About TriplePoint Venture (TPVG) Stock We Don't? (Zacks)
Aug-13-24 11:43PM	Insider Buying: Sajal Srivastava Acquires Shares of TriplePoint Venture Growth BDC Corp (TPVG) (GuruFocus.com)
Aug-07-24 07:35PM	TriplePoint Venture Growth (TPVG) Q2 Earnings and Revenues Lag Estimates (Zacks) -7.20%
06:35PM	TriplePoint Venture Growth: Q2 Earnings Snapshot (Associated Press Finance)
04:16PM	TriplePoint Venture Growth BDC Corp. Announces Second Quarter 2024 Financial Results (Business Wire)
04:15PM	TriplePoint Venture Growth BDC Corp. Renews Revolving Credit Facility (Business Wire)
Jul-24-24 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2024 Second Quarter Financial Results on Wednesday, August 7, 2024 (Business Wire)
Jul-18-24 04:02AM	Strength Seen in TriplePoint Venture Growth (TPVG): Can Its 6.2% Jump Turn into More Strength? (Zacks)
Jun-28-24 03:22PM	3 Business Development Companies Yielding Over 5% (InvestorPlace)
Jun-14-24 08:30AM	TriplePoint Venture Growth BDC Corp. Announces Retirement of Chief Financial Officer (Business Wire)
May-17-24 08:46AM	Implied Volatility Surging for TriplePoint Venture (TPVG) Stock Options (Zacks)
May-02-24 11:18AM	TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:48AM	TriplePoint Venture Growth BDC Corp (TPVG) Q1 2024 Earnings Call Transcript Highlights: Key ... (GuruFocus.com)
May-01-24 06:22PM	TriplePoint Venture Growth BDC Corp. Q1 2024 Earnings: A Close Look at Performance Against ... (GuruFocus.com)
04:15PM	TriplePoint Venture Growth BDC Corp. Announces First Quarter 2024 Financial Results (Business Wire)
Apr-17-24 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2024 First Quarter Financial Results on Wednesday, May 1, 2024 (Business Wire)
Mar-13-24 08:09AM	TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Q4 2023 Earnings Call Transcript (Insider Monkey) -5.36%
Mar-07-24 01:48PM	TriplePoint Venture Growth BDC Corp Reports Solid FY2023 Earnings and Declares Q1 2024 Distribution (GuruFocus.com) -12.33%
Mar-06-24 05:30PM	TriplePoint Venture Growth (TPVG) Q4 Earnings and Revenues Lag Estimates (Zacks)
04:15PM	TriplePoint Venture Growth BDC Corp. Announces Fourth Quarter and Fiscal Year 2023 Financial Results (Business Wire)
Feb-21-24 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2023 Fourth Quarter and Fiscal Year Financial Results on Wednesday, March 6, 2024 (Business Wire)
Nov-29-23 01:01PM	Revelation Partners Expands Team with Hire of Andrew Olson, Partner, Chief Financial Officer & Chief Operating Officer (PR Newswire)
Nov-02-23 06:06PM	TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-01-23 05:45PM	TriplePoint Venture Growth: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	TriplePoint Venture Growth BDC Corp. Announces Third Quarter 2023 Financial Results (Business Wire)
Oct-23-23 06:21PM	3 Dividend Stocks to Avoid at All Costs: October 2023 (InvestorPlace)
Oct-18-23 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2023 Third Quarter Financial Results on Wednesday, November 1, 2023 (Business Wire)
Aug-02-23 07:25PM	TriplePoint Venture Growth (TPVG) Q2 Earnings Beat Estimates (Zacks) -10.43%
04:15PM	TriplePoint Venture Growth BDC Corp. Announces Second Quarter 2023 Financial Results (Business Wire)
Jul-31-23 04:33PM	Stock Pick Alert: How to Profit From the Next Wave of Unicorn IPOs (InvestorPlace)
Jul-20-23 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2023 Second Quarter Financial Results on Wednesday, August 2, 2023 (Business Wire)
May-16-23 04:15PM	TriplePoint Venture Growth BDC Corp. to Participate in Wells Fargo BDC Alley (Business Wire)
May-12-23 08:30AM	Do Options Traders Know Something About TriplePoint Venture Growth (TPVG) Stock We Don't? (Zacks)
May-03-23 07:15PM	TriplePoint Venture Growth (TPVG) Q1 Earnings Match Estimates (Zacks) -8.57%
06:14PM	TriplePoint Venture Growth: Q1 Earnings Snapshot (AP Finance)
04:25PM	TriplePoint Venture Growth BDC Corp. Announces First Quarter 2023 Financial Results (Business Wire)
Apr-25-23 09:30AM	TriplePoint Venture Growth (TPVG) Crossed Above the 200-Day Moving Average: What That Means for Investors (Zacks)
Apr-19-23 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2023 First Quarter Financial Results on Wednesday, May 3, 2023 (Business Wire)
Apr-13-23 09:30AM	TriplePoint Venture Growth (TPVG) Crossed Above the 50-Day Moving Average: What That Means for Investors (Zacks)
Apr-12-23 09:35AM	TriplePoint Venture Growth (TPVG) Just Reclaimed the 20-Day Moving Average (Zacks)
08:38AM	Are Options Traders Betting on a Big Move in TriplePoint Venture Growth (TPVG) Stock? (Zacks)
Mar-09-23 05:15AM	The Zacks Analyst Blog Highlights TriplePoint Venture Growth BDC, Vector Group, FLEX LNG, Saratoga Investment and Main Street Capital (Zacks)
Mar-07-23 07:52AM	TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Q4 2022 Earnings Call Transcript (Insider Monkey)
Mar-06-23 09:30AM	TriplePoint Venture Growth (TPVG) Just Reclaimed the 200-Day Moving Average (Zacks)
Mar-01-23 07:45PM	TriplePoint Venture Growth (TPVG) Q4 Earnings and Revenues Surpass Estimates (Zacks) +5.22%
04:15PM	TriplePoint Venture Growth BDC Corp. Announces Fourth Quarter and Fiscal Year 2022 Financial Results (Business Wire)
Feb-15-23 04:15PM	TriplePoint Venture Growth BDC Corp. to Announce 2022 Fourth Quarter and Fiscal Year Financial Results on Wednesday, March 1, 2023 (Business Wire)
Dec-12-22 08:16AM	TriplePoint Venture Growth BDC Corp. Announces Special Distribution of $0.10 per Share (Business Wire)
Nov-08-22 08:16AM	Best Income Stocks to Buy for November 8th (Zacks)
Nov-07-22 09:55AM	Can TriplePoint Venture Growth (TPVG) Climb 34% to Reach the Level Wall Street Analysts Expect? (Zacks)
Nov-02-22 06:35PM	TriplePoint Venture Growth (TPVG) Q3 Earnings and Revenues Surpass Estimates (Zacks)
04:28PM	TriplePoint Venture Growth BDC Corp. Announces Third Quarter 2022 Financial Results (Business Wire)

TriplePoint Venture Growth BDC Corp. is a traded business development company that seeks investment opportunities in companies located across the globe primarily in the United States, United Kingdom, and Israel. The fund targets companies across a broad range of sectors. It provides financing in the form of growth capital loans with an investment size ranging from $5 million to $50 million, equipment financings with an investment ranging from $5 million to $25 million, revolving loans with an investment ranging from $1 million to $25 million, direct equity investment transactions with an investment size ranging from $0.1 to $5 million, and warrants.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Labe James	Chief Executive Officer	Dec 01 '25	Buy	6.40	50,000	319,910	1,148,766	Dec 03 11:42 AM
Labe James	Chief Executive Officer	Dec 02 '25	Buy	6.37	50,000	318,550	1,198,766	Dec 03 11:42 AM
Srivastava Sajal	President and CIO	Dec 01 '25	Buy	6.40	50,000	319,910	1,148,766	Dec 03 11:41 AM
Srivastava Sajal	President and CIO	Dec 02 '25	Buy	6.37	50,000	318,550	1,198,766	Dec 03 11:41 AM
Srivastava Sajal	President and CIO	Nov 26 '25	Buy	6.38	50,000	319,195	1,083,898	Dec 01 04:01 PM
Srivastava Sajal	President and CIO	Nov 28 '25	Buy	6.46	14,868	96,119	1,098,766	Dec 01 04:01 PM
Srivastava Sajal	President and CIO	Nov 25 '25	Buy	6.39	15,000	95,816	1,033,898	Dec 01 04:01 PM
Labe James	Chief Executive Officer	Nov 26 '25	Buy	6.38	50,000	319,195	1,083,898	Dec 01 04:01 PM
Labe James	Chief Executive Officer	Nov 28 '25	Buy	6.46	14,868	96,119	1,098,766	Dec 01 04:01 PM
Labe James	Chief Executive Officer	Nov 25 '25	Buy	6.39	15,000	95,816	1,033,898	Dec 01 04:01 PM
Srivastava Sajal	President and CIO	Nov 24 '25	Buy	6.31	50,000	315,725	1,018,898	Nov 25 09:28 AM
Srivastava Sajal	President and CIO	Nov 21 '25	Buy	6.30	39,760	250,305	968,898	Nov 25 09:28 AM
Labe James	Chief Executive Officer	Nov 24 '25	Buy	6.31	50,000	315,725	1,018,898	Nov 25 09:27 AM
Labe James	Chief Executive Officer	Nov 21 '25	Buy	6.30	39,760	250,305	968,898	Nov 25 09:27 AM
Srivastava Sajal	President and CIO	Nov 19 '25	Buy	6.19	50,000	309,305	886,139	Nov 21 02:58 PM
Srivastava Sajal	President and CIO	Nov 20 '25	Buy	6.28	42,999	270,004	929,138	Nov 21 02:58 PM
Labe James	Chief Executive Officer	Nov 19 '25	Buy	6.19	50,000	309,305	886,139	Nov 21 02:58 PM
Labe James	Chief Executive Officer	Nov 20 '25	Buy	6.28	42,999	270,004	929,138	Nov 21 02:58 PM
Srivastava Sajal	President and CIO	Nov 17 '25	Buy	6.06	44,648	270,616	808,700	Nov 19 02:45 PM
Srivastava Sajal	President and CIO	Nov 18 '25	Buy	6.06	27,439	166,335	836,139	Nov 19 02:45 PM
Labe James	Chief Executive Officer	Nov 17 '25	Buy	6.06	44,648	270,616	808,700	Nov 19 02:45 PM
Labe James	Chief Executive Officer	Nov 18 '25	Buy	6.06	27,439	166,335	836,139	Nov 19 02:45 PM
Srivastava Sajal	President and CIO	Nov 13 '25	Buy	5.94	50,000	296,885	717,352	Nov 17 02:16 PM
Srivastava Sajal	President and CIO	Nov 14 '25	Buy	5.99	46,700	279,789	764,052	Nov 17 02:16 PM
Labe James	Chief Executive Officer	Nov 13 '25	Buy	5.94	50,000	296,885	717,352	Nov 17 02:16 PM
Labe James	Chief Executive Officer	Nov 14 '25	Buy	5.99	46,700	279,789	764,052	Nov 17 02:16 PM
Srivastava Sajal	President and CIO	Nov 12 '25	Buy	5.95	50,000	297,435	667,352	Nov 13 03:25 PM
Srivastava Sajal	President and CIO	Nov 11 '25	Buy	5.76	26,117	150,538	617,352	Nov 13 03:25 PM
Labe James	Chief Executive Officer	Nov 12 '25	Buy	5.95	50,000	297,435	667,352	Nov 13 03:23 PM
Labe James	Chief Executive Officer	Nov 11 '25	Buy	5.76	26,117	150,538	617,352	Nov 13 03:23 PM
Labe James	Chief Executive Officer	Sep 02 '25	Buy	6.72	54,000	362,966	542,435	Sep 04 04:38 PM
Labe James	Chief Executive Officer	Sep 03 '25	Buy	6.77	48,800	330,220	591,235	Sep 04 04:38 PM
Srivastava Sajal	President and CIO	Sep 02 '25	Buy	6.72	54,000	362,966	542,435	Sep 04 04:37 PM
Srivastava Sajal	President and CIO	Sep 03 '25	Buy	6.77	48,800	330,220	591,235	Sep 04 04:37 PM
Labe James	Chief Executive Officer	Aug 29 '25	Buy	6.73	65,000	437,158	488,435	Sep 02 05:05 PM
Labe James	Chief Executive Officer	Aug 28 '25	Buy	6.64	44,630	296,165	423,435	Sep 02 05:05 PM
Srivastava Sajal	President and CIO	Aug 29 '25	Buy	6.73	65,000	437,158	488,435	Sep 02 05:04 PM
Srivastava Sajal	President and CIO	Aug 28 '25	Buy	6.64	44,630	296,165	423,435	Sep 02 05:04 PM
Labe James	Chief Executive Officer	Aug 27 '25	Buy	6.63	53,160	352,376	378,805	Aug 28 07:53 PM
Labe James	Chief Executive Officer	Aug 26 '25	Buy	6.48	27,988	181,298	325,645	Aug 28 07:53 PM
Srivastava Sajal	President and CIO	Aug 27 '25	Buy	6.63	53,160	352,376	378,805	Aug 28 07:52 PM
Srivastava Sajal	President and CIO	Aug 26 '25	Buy	6.48	27,988	181,298	325,645	Aug 28 07:52 PM
Srivastava Sajal	President and CIO	Aug 25 '25	Buy	6.48	80,000	518,248	297,657	Aug 26 08:01 PM
Srivastava Sajal	President and CIO	Aug 22 '25	Buy	6.44	42,003	270,415	217,657	Aug 26 08:01 PM
Labe James	Chief Executive Officer	Aug 25 '25	Buy	6.48	80,000	518,248	297,657	Aug 26 07:59 PM
Labe James	Chief Executive Officer	Aug 22 '25	Buy	6.44	42,003	270,415	217,657	Aug 26 07:59 PM
Srivastava Sajal	President and CIO	Aug 20 '25	Buy	6.20	39,567	245,371	144,654	Aug 22 05:20 PM
Srivastava Sajal	President and CIO	Aug 21 '25	Buy	6.30	31,000	195,201	175,654	Aug 22 05:20 PM
Labe James	Chief Executive Officer	Aug 20 '25	Buy	6.20	39,567	245,371	144,654	Aug 22 05:20 PM
Labe James	Chief Executive Officer	Aug 21 '25	Buy	6.30	31,000	195,201	175,654	Aug 22 05:20 PM
Labe James	Chief Executive Officer	Aug 11 '25	Buy	6.30	76,700	483,363	76,700	Aug 20 05:30 PM
Labe James	Chief Executive Officer	Aug 12 '25	Buy	6.28	28,387	178,341	105,087	Aug 20 05:30 PM
Srivastava Sajal	President and CIO	Aug 11 '25	Buy	6.30	76,700	483,363	76,700	Aug 13 07:18 PM
Srivastava Sajal	President and CIO	Aug 12 '25	Buy	6.28	28,387	178,341	105,087	Aug 13 07:18 PM

Open in Screener

WAFD

WaFd Inc

Dec 03 • 04:00PM ET

32.14

+0.35 1.10 %

Financial • Banks - Regional • USA • NASD

Peers: ZION CMA FHN SNV RF FLG PNFP WBS TCBI CFR

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

Index	RUT	P/E	12.18	EPS (ttm)	2.64	Insider Own	1.60%	Shs Outstand	78.19M	Perf Week	-1.05%
Market Cap	2.47B	Forward P/E	9.74	EPS next Y	3.30	Insider Trans	0.41%	Shs Float	75.48M	Perf Month	9.02%
Enterprise Value	-	PEG	-	EPS next Q	0.76	Inst Own	80.50%	Short Float	3.46%	Perf Quarter	0.59%
Income	211.44M	P/S	1.75	EPS this Y	15.87%	Inst Trans	-2.58%	Short Ratio	4.21	Perf Half Y	12.85%
Sales	1.41B	P/B	0.92	EPS next Y	8.29%	ROA	0.82%	Short Interest	2.61M	Perf YTD	-0.31%
Book/sh	35.04	P/C	-	EPS next 5Y	-	ROE	7.49%	52W High	36.65 -12.32%	Perf Year	-12.14%
Cash/sh	-	P/FCF	11.84	EPS past 3/5Y	-8.06% 3.11%	ROIC	4.32%	52W Low	23.75 35.33%	Perf 3Y	-6.79%
Dividend Est.	1.10 (3.42%)	EV/EBITDA	-	Sales past 3/5Y	24.34% 14.32%	Gross Margin	-	Volatility	1.89% 2.24%	Perf 5Y	28.66%
Dividend TTM	1.08 (3.36%)	EV/Sales	-	EPS Y/Y TTM	6.34%	Oper. Margin	20.54%	ATR (14)	0.72	Perf 10Y	24.44%
Dividend Ex-Date	Nov 21, 2025	Quick Ratio	-	Sales Y/Y TTM	-1.58%	Profit Margin	15.00%	RSI (14)	61.42	Recom	3.00
Dividend Gr. 3/5Y	4.04% 4.23%	Current Ratio	0.04	EPS Q/Q	2.56%	SMA20	3.38%	Beta	0.85	Target Price	31.00
Payout	40.61%	Debt/Eq	0.62	Sales Q/Q	-11.71%	SMA50	6.67%	Rel Volume	0.87	Prev Close	31.79
Employees	1979	LT Debt/Eq	0.61	Earnings	Oct 16 AMC	SMA200	8.88%	Avg Volume	620.13K	Price	32.14
IPO	Nov 09, 1982	Option/Short	Yes / Yes	EPS/Sales Surpr.	-5.88% -1.19%	Trades		Volume	538,985	Change	1.10%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-06-25	Downgrade	DA Davidson	Buy → Neutral	$35 → $32
Oct-21-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$40
Dec-08-23	Initiated	Stephens	Equal-Weight	$32
Mar-15-22	Upgrade	DA Davidson	Neutral → Buy	$43
Feb-19-20	Initiated	Stephens	Equal-Weight	$36
Apr-18-16	Reiterated	RBC Capital Mkts	Sector Perform	$23 → $26
Jan-21-16	Reiterated	RBC Capital Mkts	Sector Perform	$26 → $23
Jun-25-15	Downgrade	Macquarie	Neutral → Underperform
Jun-12-15	Initiated	Piper Jaffray	Neutral
Apr-16-15	Downgrade	DA Davidson	Buy → Neutral
Jan-16-14	Reiterated	FBR Capital	Mkt Perform	$20 → $22
Jun-04-12	Downgrade	FBR Capital	Outperform → Mkt Perform

Show Previous Ratings

Nov-21-25 11:45AM	This is Why WaFd (WAFD) is a Great Dividend Stock (Zacks)
Nov-20-25 11:30AM	East West Bancorp (EWBC) Down 0% Since Last Earnings Report: Can It Rebound? (Zacks)
Nov-19-25 11:30AM	Why Is Zions (ZION) Down 6.4% Since Last Earnings Report? (Zacks)
Nov-11-25 05:00PM	WaFd, Inc. Announces Cash Dividend of 27 cents per share (Business Wire)
Nov-05-25 11:45AM	WaFd (WAFD) Could Be a Great Choice (Zacks)
08:03PM	Loading…
Nov-04-25 08:03PM	WaFd Inc (WAFD) Q4 2025 Earnings Call Highlights: Strong Loan Originations and Strategic ... (GuruFocus.com)
Oct-20-25 05:56PM	WaFd Bank (WAFD) Stock Trades Up, Here Is Why (StockStory)
03:14PM	What WaFd Bank Is Building with its New Wealth Business (Wealth Management)
11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Oct-17-25 01:03PM	WAFD Stock Falls as Q4 Earnings Miss Estimates, Revenues Decline Y/Y (Zacks)
Oct-16-25 07:00PM	Compared to Estimates, WaFd (WAFD) Q4 Earnings: A Look at Key Metrics (Zacks)
06:25PM	WaFd (WAFD) Q4 Earnings and Revenues Miss Estimates (Zacks)
05:27PM	WaFd: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
05:11PM	WaFd Bank (NASDAQ:WAFD) Reports Sales Below Analyst Estimates In Q3 Earnings (StockStory)
05:00PM	WaFd Announces Fourth Quarter and Fiscal 2025 Results (Business Wire)
11:29AM	Loading…
Oct-15-25 11:29AM	HWC Q3 Earnings Beat Estimates on NII & Fee Income Growth, Stock Down (Zacks)
Oct-13-25 09:15AM	WaFd (WAFD) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Sep-29-25 08:36AM	CFPB ends WaFd mortgage consent orders early (Banking Dive)
Sep-18-25 02:29PM	Merrill Lynch Advisors Join WaFd Bank to Lead New RIA (Wealth Management)
Sep-16-25 01:00PM	WaFd Bank Approved for SBA Preferred Lender Status (Business Wire)
Sep-12-25 12:00AM	3 Reasons WAFD is Risky and 1 Stock to Buy Instead (StockStory)
Aug-29-25 09:55AM	WaFd (WAFD) Now Trades Above Golden Cross: Time to Buy? (Zacks)
Aug-22-25 03:45PM	WaFd Bank, Ladder Capital, Citigroup, Paycom, and Crocs Shares Are Soaring, What You Need To Know (StockStory)
Aug-21-25 11:30AM	East West Bancorp (EWBC) Down 4.7% Since Last Earnings Report: Can It Rebound? (Zacks)
Aug-20-25 11:32PM	Unpacking Q2 Earnings: WaFd Bank (NASDAQ:WAFD) In The Context Of Other Thrifts & Mortgage Finance Stocks (StockStory)
11:30AM	Why Is Zions (ZION) Down 6.5% Since Last Earnings Report? (Zacks)
Aug-12-25 05:00PM	WaFd, Inc. Announces Cash Dividend of 27 Cents Per Share (Business Wire)
Aug-06-25 11:06PM	Seattle-Based WaFd Bank promotes New Mexico executive to lead business banking across six states (Albuquerque Journal, N.M.)
Aug-01-25 12:26PM	LendingTree Q2 Earnings Surpass Estimates, EBITDA Improves Y/Y (Zacks)
Jul-18-25 08:02AM	WAFD Gains as Q3 Earnings Beat on Fee Income, Weak Lending Hurts NII (Zacks)
05:09PM	Loading…
Jul-17-25 05:09PM	WaFd: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
05:00PM	WaFd Announces Quarterly Earnings Per Share of $0.73 (Business Wire)
02:07PM	Squawk Pod: The Fed's future & Kevin Warsh - 07/17/25 Audio Only (CNBC TV)
Jul-16-25 09:54AM	Comerica's Q2 Earnings to be Hurt by Higher Expenses & Lower Deposits (Zacks)
08:42AM	HWC Q2 Earnings Beat Estimates on NII & Fee Income Growth, Stock Down (Zacks)
Jul-10-25 10:00AM	Glacier Bancorp (GBCI) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-08-25 10:00AM	WaFd (WAFD) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release (Zacks)
Jul-01-25 11:32PM	Winners And Losers Of Q1: WaFd Bank (NASDAQ:WAFD) Vs The Rest Of The Thrifts & Mortgage Finance Stocks (StockStory)
May-20-25 12:45PM	Here's Why You Should Add Bank of Hawaii Stock to Your Portfolio Now (Zacks)
May-13-25 05:00PM	WaFd, Inc. Announces Cash Dividend of 27 cents per share (Business Wire)
Apr-17-25 09:12AM	Bank OZK's Q1 Earnings Beat on Higher Fee Income & Lower Provisions (Zacks)
08:00AM	CBSH Q1 Earnings Beat on Higher Revenues, Provisions Surge, Stock Up (Zacks)
07:58AM	FNB Stock Gains 5% as Q1 Earnings Beat on Higher NII, Provisions Soar (Zacks)
Apr-16-25 11:59AM	Big banks report Q1 beats, China stops taking Boeing deliveries: Morning Buzz (TipRanks)
10:28AM	HWC Q1 Earnings Beat Estimates on NII & Fee Income Growth (Zacks)
Apr-14-25 01:00PM	WAFD's Q2 Earnings Beat Estimates on Higher NII & Fee Income (Zacks) +8.96%
Apr-11-25 09:30PM	WaFd (WAFD) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
09:00PM	WaFd (WAFD) Q2 Earnings Surpass Estimates (Zacks)
07:37PM	WaFd Announces Quarterly Earnings Per Share of $0.65 (Business Wire)
Apr-10-25 10:29AM	East West Bancorp (EWBC) Surges 8.6%: Is This an Indication of Further Gains? (Zacks) -7.38%
Mar-26-25 02:37AM	WaFd: Regional Bank With A 7.3% Yielding Preferred Share (SeekingAlpha)
Mar-24-25 05:05AM	Artisan Value Income Fund Q4 2024 Commentary (SeekingAlpha)
Feb-11-25 05:00PM	WaFd, Inc. Announces Increase in its Cash Dividend to 27 cents per share (Business Wire)
Jan-16-25 05:15PM	WaFd Announces Quarterly Earnings Per Share of $0.54 (Business Wire)
Nov-21-24 02:53PM	WaFd Bank Partners with the Network of Giving to Fund Non-Profits in Washington (Business Wire)
Nov-12-24 05:00PM	WaFd, Inc. Announces Cash Dividend of 26 Cents Per Share (Business Wire)
Oct-17-24 05:00PM	WaFd Inc. Announces Fourth Quarter and Fiscal 2024 Results (Business Wire)
Sep-17-24 12:00PM	Are You Looking for a Top Momentum Pick? Why WaFd (WAFD) is a Great Choice (Zacks)
Aug-22-24 05:34PM	KBRA Assigns Ratings to WaFd, Inc. (Business Wire)
05:15PM	KBRA Initiates Ratings for WaFd (Business Wire)
Aug-13-24 05:00PM	WaFd, Inc. Announces Cash Dividend of 26 Cents Per Share (Business Wire)
Jul-16-24 09:53PM	WAFD Stock Earnings: WaFd Beats EPS, Beats Revenue for Q3 2024 (InvestorPlace)
05:00PM	WaFd Continues Tracking to Plan Post-Acquisition; Announces Quarterly Earnings Per Share of $0.75 (Business Wire)
Jun-24-24 06:34AM	WaFd (WAFD) Completes Sale of CRE Loans, Enhances Liquidity (Zacks)
Jun-21-24 05:00PM	WaFd Bank Completes Sale of $2.8 Billion in Multi-Family Loans (Business Wire)
May-22-24 04:01PM	12 Best Local Bank Stocks to Invest in Now (Insider Monkey)
May-14-24 05:00PM	WaFd, Inc. Announces Cash Dividend of 26 Cents Per Share and Increase in Share Repurchase Authorization (Business Wire)
Apr-22-24 09:52PM	WAFD Stock Earnings: Washington Federal Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
05:00PM	WaFd Reports Second Quarter Fiscal 2024 Results Following Completion of Merger of Luther Burbank Corporation (Business Wire)
Apr-04-24 10:00AM	Analysts Estimate WaFd (WAFD) to Report a Decline in Earnings: What to Look Out for (Zacks)
Mar-08-24 11:43AM	Commercial real estate exposure: How investor should assess risk (Yahoo Finance Video)
Feb-13-24 05:00PM	WaFd, Inc. Announces Increase in its Cash Dividend to 26 Cents Per Share (Business Wire) -5.61%
Feb-01-24 06:21AM	WaFd, Luther Burbank deal gets regulatory nods (Banking Dive)
Jan-30-24 05:00PM	WaFd, Inc. Receives Regulatory Approval for Acquisition of Luther Burbank Corporation (Business Wire) -5.38%
Jan-16-24 10:01PM	WAFD Stock Earnings: Washington Federal Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:00PM	WaFd Announces Quarterly Earnings Per Share of $0.85 (Business Wire)
Nov-14-23 05:00PM	WaFd Announces Cash Dividend of 25 Cents Per Share (Business Wire) +9.47%
Oct-17-23 05:00PM	WaFd's Annual Earnings Per Share Increased 10% For 2023 Even After Net Interest Margin Contraction and Outsized Provision For Credit Losses (Business Wire) -5.08%
Aug-15-23 05:00PM	Washington Federal Announces Cash Dividend of 25 cents per share (Business Wire)
Aug-07-23 08:30AM	WaFd Bank Scores Highest Customer Satisfaction Ranking in Annual Survey (Business Wire)
Jul-18-23 02:55AM	Washington Federal (WAFD) Reports Q3 Earnings: What Key Metrics Have to Say (Revised) (Zacks)
Jul-17-23 12:08PM	Washington Federal (WAFD) Q3 Earnings Lag Estimates, Costs Rise (Zacks) +5.75%
Jul-14-23 07:00PM	Washington Federal (WAFD) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
06:15PM	Washington Federal (WAFD) Q3 Earnings and Revenues Miss Estimates (Zacks)
05:11PM	Washington Federal: Fiscal Q3 Earnings Snapshot (AP Finance)
05:00PM	Washington Federal Announces Quarterly Earnings Per Share Of $0.89 (Business Wire)
Jul-11-23 08:23AM	Is Now The Time To Put Washington Federal (NASDAQ:WAFD) On Your Watchlist? (Simply Wall St.)
Jul-05-23 10:00AM	Washington Federal (WAFD) to Report Q3 Results: Wall Street Expects Earnings Growth (Zacks)
Jun-21-23 08:00PM	WAFD: Rating decreased to a HOLD (Argus Research)
May-13-23 08:13AM	Here's What We Like About Washington Federal's (NASDAQ:WAFD) Upcoming Dividend (Simply Wall St.)
May-10-23 10:04AM	MVB Financial (MVBF), Integrated Financial Merger Terminated (Zacks)
May-09-23 05:00PM	Washington Federal Announces Cash Dividend of 25 Cents Per Share (Business Wire)
May-08-23 10:08AM	Washington Federal (WAFD)-Luther (LBC) Deal Gets Shareholder Nod (Zacks)
May-05-23 05:00PM	Washington Federal, Inc. and Luther Burbank Corporation Announce Receipt of Shareholder Approval for Merger (Business Wire)
Apr-26-23 08:00PM	WAFD: Lowering target price to $30.00 (Argus Research)
Apr-14-23 10:59AM	Washington Federal (WAFD) Q2 Earnings Miss, Revenues Rise (Zacks)
Apr-13-23 06:15PM	Washington Federal (WAFD) Lags Q2 Earnings and Revenue Estimates (Zacks)
05:07PM	Washington Federal: Fiscal Q2 Earnings Snapshot (AP Finance)
05:00PM	Washington Federal Announces Quarterly Earnings Per Share of $0.95 (Business Wire)
11:55AM	With 84% ownership, Washington Federal, Inc. (NASDAQ:WAFD) boasts of strong institutional backing (Simply Wall St.)

WaFd, Inc. engages in the provision of lending, depository, insurance, and other banking services to consumers. It also offers banking services to mid-sized to large businesses, and owners and developers of commercial real estate. The company was founded on November 15, 1994 and is headquartered in Seattle, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BEARDALL BRENT J	President & CEO	Dec 03 '25	Buy	16.85	3,000	50,550	6,000	Dec 03 04:47 PM
BEARDALL BRENT J	President & CEO	Nov 26 '25	Buy	16.55	3,000	49,650	3,000	Nov 26 02:25 PM
Singleton Sean	Director	Sep 17 '25	Sale	31.71	1,004	31,837	9,278	Sep 18 12:21 PM
Singleton Sean	Director	Sep 17 '25	Proposed Sale	31.71	1,004	31,837		Sep 17 03:11 PM

Open in Screener

PARK

Park Dental Partners Inc

Dec 03 • 04:00PM ET

10.25

-2.75 -21.15 %

Healthcare • Medical Care Facilities • USA • NASD

PARK Park Dental Partners Inc daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-	Insider Own	-	Shs Outstand	-	Perf Week	-
Market Cap	-	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	-	Perf Month	-
Enterprise Value	-	PEG	-	EPS next Q	-	Inst Own	-	Short Float	-	Perf Quarter	-
Income	-	P/S	-	EPS this Y	-	Inst Trans	-	Short Ratio	-	Perf Half Y	-
Sales	-	P/B	-	EPS next Y	-	ROA	-	Short Interest	-	Perf YTD	-
Book/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W High	- -	Perf Year	-
Cash/sh	-	P/FCF	-	EPS past 3/5Y	- -	ROIC	-	52W Low	- -	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	- -	Perf 5Y	-
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	-	Oper. Margin	-	ATR (14)	3.91	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	-	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	-	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	-	EPS Q/Q	-	SMA20	0.00%	Beta	-	Target Price	-
Payout	-	Debt/Eq	-	Sales Q/Q	-	SMA50	0.00%	Rel Volume	-	Prev Close	13.00
Employees	-	LT Debt/Eq	-	Earnings	-	SMA200	0.00%	Avg Volume	-	Price	10.25
IPO	Dec 03, 2025	Option/Short	No / No	EPS/Sales Surpr.	- -	Trades		Volume	481,378	Change	-21.15%

Park Dental Partners, Inc. engages in the provision of comprehensive business support services including clinical team members, administrative personnel, facilities and equipment. The company was founded by Gregory T. Swenson and Brian Murn in 1972 and is headquartered in Roseville, MN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Smith Christopher Charles	Director	Dec 03 '25	Buy	13.00	7,692	99,996	10,492	Dec 03 05:37 PM
SMITH PHILIP IRVING	Director	Dec 03 '25	Buy	13.00	769	9,997	3,569	Dec 03 05:31 PM
Law Alan Siems	Director	Dec 03 '25	Buy	13.00	1,923	24,999	181,041	Dec 03 05:29 PM
Gerlach Todd Christopher	Director	Dec 03 '25	Buy	13.00	7,692	99,996	68,847	Dec 03 05:26 PM
Bernander Christopher James	Chief Financial Officer	Dec 03 '25	Buy	13.00	1,923	24,999	55,756	Dec 03 05:23 PM
SWENSON PETER G	CEO and Chairman	Dec 03 '25	Buy	13.00	3,846	49,998	239,058	Dec 03 05:13 PM

Open in Screener

ICCC

Immucell Corp

Dec 03 • 04:00PM ET

5.25

+0.25 5.00 %

Healthcare • Biotechnology • USA • NASD

Peers: ZTS IDXX ELAN BIO PAHC ONC QGEN OPK CTLT PGEN

| Held by: VTI VXF IWC DFAT DCOR DFSU DFAC DXUV

Index	-	P/E	20.28	EPS (ttm)	0.26	Insider Own	37.57%	Shs Outstand	9.05M	Perf Week	12.18%
Market Cap	47.49M	Forward P/E	-	EPS next Y	-	Insider Trans	0.39%	Shs Float	5.65M	Perf Month	-15.46%
Enterprise Value	57.21M	PEG	-	EPS next Q	-	Inst Own	14.19%	Short Float	0.10%	Perf Quarter	-19.48%
Income	2.32M	P/S	1.71	EPS this Y	-	Inst Trans	9.78%	Short Ratio	0.31	Perf Half Y	-22.22%
Sales	27.77M	P/B	1.59	EPS next Y	-	ROA	5.15%	Short Interest	0.01M	Perf YTD	1.94%
Book/sh	3.29	P/C	12.21	EPS next 5Y	-	ROE	8.27%	52W High	7.60 -30.92%	Perf Year	27.43%
Cash/sh	0.43	P/FCF	65.96	EPS past 3/5Y	-194.88% -6.81%	ROIC	5.57%	52W Low	4.19 25.30%	Perf 3Y	-17.45%
Dividend Est.	-	EV/EBITDA	11.35	Sales past 3/5Y	11.25% 14.06%	Gross Margin	40.93%	Volatility	8.29% 5.76%	Perf 5Y	-6.91%
Dividend TTM	-	EV/Sales	2.06	EPS Y/Y TTM	153.32%	Oper. Margin	8.39%	ATR (14)	0.35	Perf 10Y	-16.93%
Dividend Ex-Date	-	Quick Ratio	1.76	Sales Y/Y TTM	16.49%	Profit Margin	8.37%	RSI (14)	47.32	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	4.21	EPS Q/Q	82.07%	SMA20	-1.09%	Beta	0.22	Target Price	-
Payout	-	Debt/Eq	0.46	Sales Q/Q	-8.41%	SMA50	-11.02%	Rel Volume	0.48	Prev Close	5.00
Employees	75	LT Debt/Eq	0.40	Earnings	Nov 13 AMC	SMA200	-10.69%	Avg Volume	17.72K	Price	5.25
IPO	May 05, 1987	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	8,447	Change	5.00%

Nov-24-25 08:02PM	ImmuCell Corp (ICCC) Q3 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
Nov-20-25 07:42AM	ICCC Stock Down Despite Y/Y Q3 Earnings Improvement & Margin Strength (Zacks)
Nov-13-25 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended September 30, 2025 (GlobeNewswire) -10.74%
Nov-06-25 04:05PM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended September 30, 2025 (GlobeNewswire)
Nov-04-25 04:05PM	ImmuCell Announces Onboarding of New CEO and Related Management Changes (GlobeNewswire) +5.00%
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Oct-07-25 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q3 of 2025 (GlobeNewswire)
Sep-29-25 04:05PM	ImmuCell Announces Selection of its Next President and CEO (GlobeNewswire)
Sep-09-25 12:57PM	FONAR's Stock Advances 5% in Three Months: Key Trends Ahead (Zacks) -6.03%
Aug-21-25 10:47AM	ImmuCell Swings to Q2 Profit on Strong Sales, Shares Still Slide (Zacks)
Aug-18-25 09:00AM	ImmuCell Corp (ICCC) Q2 2025 Earnings Call Highlights: Strong Sales Growth and Margin Expansion ... (GuruFocus.com)
Aug-14-25 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended June 30, 2025 (GlobeNewswire) -9.18%
Aug-12-25 04:05PM	ImmuCell Announces Bank Debt Refinancing (GlobeNewswire)
Aug-07-25 08:00AM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended June 30, 2025 (GlobeNewswire)
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Jul-22-25 11:55AM	ImmuCell Upgraded to Outperform on Sales Surge & FDA Upside (Zacks)
Jul-18-25 09:43AM	The Zacks Analyst Blog Highlights Alphabet, Oracle, Shell, Fossil and ImmuCell (Zacks)
Jul-17-25 11:46PM	Top Research Reports for Alphabet, Oracle & Shell (Zacks)
Jul-09-25 08:00AM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q2 of 2025 (GlobeNewswire)
Jun-25-25 08:00AM	ImmuCell Embarks on CEO Succession Planning Process (GlobeNewswire) -10.78%
Jun-05-25 06:30AM	ImmuCell to Hold Virtual-Only Annual Meeting of Stockholders (GlobeNewswire)
May-19-25 11:36AM	ImmuCell Reports Y/Y Q1 Earnings Growth on Record Sales & Margin Gains (Zacks)
May-16-25 05:00PM	ImmuCell Corp (ICCC) Q1 2025 Earnings Call Highlights: Record Sales and Strategic Growth Amid ... (GuruFocus.com)
May-14-25 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended March 31, 2025 (GlobeNewswire) +7.94%
May-12-25 08:42AM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended March 31, 2025 (GlobeNewswire)
Apr-17-25 04:23AM	The Zacks Analyst Blog Netflix, SAP SE, Shell, Preformed Line Products and ImmuCell (Zacks)
Apr-16-25 05:02PM	Top Stock Reports for Netflix, SAP & Shell (Zacks)
Apr-08-25 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q1 of 2025 (GlobeNewswire) -10.59%
Apr-07-25 09:00AM	ImmuCell Hires Chief Financial Officer (GlobeNewswire)
Apr-02-25 04:05PM	ImmuCell Announces Initiation of Investigational Product Use of Re-Tain® (GlobeNewswire) +8.40%
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Feb-27-25 04:00PM	ImmuCell Corp (ICCC) Q4 2024 Earnings Call Highlights: Strong Sales Growth and Operational ... (GuruFocus.com)
Feb-25-25 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter and Year Ended December 31, 2024 (GlobeNewswire) +7.45%
Feb-20-25 08:19AM	ImmuCell to Announce Unaudited Financial Results for the Quarter and Year Ended December 31, 2024 (GlobeNewswire)
Jan-16-25 04:05PM	ImmuCell Announces Settlement of Insurance Claim Related to Previously Disclosed Production Contamination Losses (GlobeNewswire) +5.16%
Jan-09-25 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q4 and Full Year 2024 (GlobeNewswire)
Nov-13-24 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended September 30, 2024 (GlobeNewswire)
Nov-07-24 08:30AM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended September 30, 2024 (GlobeNewswire)
Oct-08-24 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q3 2024 (GlobeNewswire)
Aug-13-24 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended June 30, 2024 (GlobeNewswire)
Aug-07-24 04:05PM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended June 30, 2024 (GlobeNewswire)
Jul-09-24 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q2 2024 (GlobeNewswire)
Jun-05-24 04:05PM	ImmuCell Provides Update on Regulatory Status of Product Development Initiative for Re-Tain (GlobeNewswire)
Jun-04-24 04:05PM	ImmuCell to Hold Virtual-Only Annual Meeting of Stockholders (GlobeNewswire)
May-14-24 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended March 31, 2024 (GlobeNewswire) -10.89%
May-08-24 01:00PM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended March 31, 2024 (GlobeNewswire)
Apr-09-24 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q1 2024 (GlobeNewswire)
Feb-29-24 08:25AM	ImmuCell Corporation (NASDAQ:ICCC) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-27-24 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter and Year Ended December 31, 2023 (GlobeNewswire)
Feb-16-24 09:30AM	ImmuCell to Announce Unaudited Financial Results for the Quarter and Year Ended December 31, 2023 (GlobeNewswire)
Jan-08-24 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q4 2023 (GlobeNewswire) +5.01%
Nov-15-23 02:04PM	ImmuCell Corporation (NASDAQ:ICCC) Q3 2023 Earnings Call Transcript (Insider Monkey) -5.28%
Nov-13-23 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended September 30, 2023 (GlobeNewswire)
Nov-07-23 12:15PM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended September 30, 2023 (GlobeNewswire)
Oct-05-23 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q3 2023 (GlobeNewswire)
Aug-29-23 08:00AM	ImmuCell Announces Submission of CMC Technical Section to the FDA (GlobeNewswire)
Aug-11-23 10:16PM	Q2 2023 ImmuCell Corp Earnings Call (Thomson Reuters StreetEvents)
Aug-10-23 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended June 30, 2023 (GlobeNewswire)
Aug-07-23 12:00PM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended June 30, 2023 (GlobeNewswire)
Jul-11-23 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q2 2023 (GlobeNewswire)
Jun-28-23 04:05PM	ImmuCell Announces Change in Timing of Anticipated FDA Submission (GlobeNewswire) -10.35%
Jun-21-23 04:05PM	ImmuCell Appoints Bryan K. Gathagan to Board of Directors (GlobeNewswire)
Jun-15-23 04:05PM	ImmuCell Announces Approval of Principal Terms of a $3 Million Debt Facility (GlobeNewswire) +8.53%
May-16-23 09:00AM	ImmuCell to Hold Virtual-Only Annual Meeting of Stockholders (GlobeNewswire)
May-15-23 07:36AM	There's No Escaping ImmuCell Corporation's (NASDAQ:ICCC) Muted Revenues (Simply Wall St.) +7.11%
May-12-23 09:46PM	Q1 2023 ImmuCell Corp Earnings Call (Thomson Reuters StreetEvents) -6.46%
May-11-23 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended March 31, 2023 (GlobeNewswire)
May-04-23 06:30AM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended March 31, 2023 (GlobeNewswire)
Apr-05-23 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q1 2023 (GlobeNewswire)
Feb-23-23 05:26AM	ImmuCell Full Year 2022 Earnings: US$0.32 loss per share (vs US$0.01 loss in FY 2021) (Simply Wall St.)
Feb-21-23 04:05PM	ImmuCell Announces Unaudited Financial Results for the Year Ended December 31, 2022 (GlobeNewswire) -6.84%
Feb-15-23 11:55AM	ImmuCell to Announce Unaudited Financial Results for the Year Ended December 31, 2022 (GlobeNewswire)
Jan-09-23 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for the Year Ended December 31, 2022 (GlobeNewswire) +8.55%
Dec-23-22 10:24PM	ImmuCell Corporation (NASDAQ:ICCC) Q3 2022 Earnings Call Transcript (Insider Monkey)
Nov-21-22 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended September 30, 2022 (GlobeNewswire) -11.27%
Nov-10-22 04:05PM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended September 30, 2022 (GlobeNewswire)
Oct-24-22 06:20AM	Investors in ImmuCell (NASDAQ:ICCC) have made a decent return of 48% over the past three years (Simply Wall St.)
Oct-05-22 06:30AM	ImmuCell Announces Preliminary, Unaudited Sales Results for Third Quarter of 2022 (GlobeNewswire)
Sep-14-22 05:00PM	ImmuCell to Participate in the Lytham Partners Fall 2022 Investor Conference (GlobeNewswire)
Aug-12-22 09:00AM	Edited Transcript of ICCC.OQ earnings conference call or presentation 12-Aug-22 1:00pm GMT (Thomson Reuters StreetEvents) -6.86%
Aug-11-22 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended June 30, 2022 (GlobeNewswire)
Aug-05-22 09:24AM	Does ImmuCell (NASDAQ:ICCC) Have A Healthy Balance Sheet? (Simply Wall St.)
Aug-04-22 06:30AM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended June 30, 2022 (GlobeNewswire)
Jul-27-22 08:05PM	ImmuCell Receives Technical Section Incomplete Letter from FDA Pertaining to Re-Tain® (GlobeNewswire)
Jul-07-22 06:30AM	ImmuCell Announces Preliminary, Unaudited Sales Results for Second Quarter of 2022 (GlobeNewswire)
Jun-15-22 03:10PM	Is ImmuCell Corporation's (NASDAQ:ICCC) Stock Price Struggling As A Result Of Its Mixed Financials? (Simply Wall St.)
May-19-22 08:00AM	ImmuCell to Hold Virtual-Only Annual Meeting of Stockholders (GlobeNewswire)
May-16-22 02:12PM	ImmuCell's (NASDAQ:ICCC) investors will be pleased with their respectable 35% return over the last five years (Simply Wall St.)
May-12-22 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter Ended March 31, 2022 (GlobeNewswire)
May-10-22 10:00AM	ImmuCell to Announce Unaudited Financial Results for the Quarter Ended March 31, 2022 (GlobeNewswire) -8.08%
May-05-22 01:18PM	UPDATE -- Dr. Mark Wustenberg joins ImmuCell as Commercial Leader of Stakeholder Engagement (GlobeNewswire)
11:17AM	Dr. Mark Wustenberg joins ImmuCell as Commercial Leader of Stakeholder Engagement (GlobeNewswire)
Apr-11-22 04:05PM	ImmuCell Announces Record Preliminary, Unaudited Sales Results for First Quarter of 2022 (GlobeNewswire)
Feb-26-22 07:34AM	ImmuCell (NASDAQ:ICCC) Has A Somewhat Strained Balance Sheet (Simply Wall St.)
Feb-22-22 04:05PM	ImmuCell Announces Unaudited Financial Results for the Quarter and Year Ended December 31, 2021 (GlobeNewswire)
Feb-16-22 06:30AM	ImmuCell to Announce Unaudited Financial Results for the Quarter and Year Ended December 31, 2021 (GlobeNewswire)
Jan-05-22 06:30AM	ImmuCell Announces Record Preliminary, Unaudited Sales Results for the Year Ended December 31, 2021 (GlobeNewswire) +10.31%
Nov-15-21 04:05PM	ImmuCell Announces Unaudited Financial Results for the Third Quarter Ended September 30, 2021 (GlobeNewswire)
Nov-09-21 04:00PM	ImmuCell to Announce Unaudited Financial Results for the Third Quarter Ended September 30, 2021 (GlobeNewswire)
Oct-06-21 06:30AM	ImmuCell Announces Record Preliminary, Unaudited Sales Results for Third Quarter of 2021 (GlobeNewswire)
Sep-14-21 06:30AM	Raffael Lichdi, DVM Joins ImmuCells Sales & Marketing Team (GlobeNewswire) +10.17%

ImmuCell Corp. engages in the development, acquisition, manufacture, and sale of products that improve the health and productivity of cows for the dairy and beef industries. Its products include first defense for scours, California mastitis test kits, and purified nisin intramammary treatment for mastitis. The company was founded in 1982 and is headquartered in Portland, ME.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
te Boekhorst Paul Francis Oliv	President and CEO	Dec 03 '25	Buy	5.02	6,077	30,536	9,785	Dec 03 04:14 PM
te Boekhorst Paul Francis Oliv	President and CEO	Dec 02 '25	Buy	4.87	3,708	18,053	3,708	Dec 03 04:14 PM
Tomsche David Scott	Director	Nov 25 '25	Buy	4.76	1,633	7,781	4,740	Nov 28 08:12 AM
Tomsche David Scott	Director	Nov 25 '25	Buy	4.76	1,633	7,773	52,720	Nov 28 08:12 AM
Basse Gloria F	Director	Jun 11 '25	Option Exercise	4.81	3,530	16,979	3,530	Jun 13 01:05 PM

Open in Screener

MDBH

MDB Capital Holdings LLC

Dec 03 • 04:00PM ET

3.64

+0.11 3.12 %

Financial • Capital Markets • USA • NASD

MDBH MDB Capital Holdings LLC daily Stock Chart

Peers: GS MS JPM BAC C WFC BK USB STT SCHW

Index	-	P/E	3.16	EPS (ttm)	1.15	Insider Own	55.29%	Shs Outstand	5.14M	Perf Week	5.51%
Market Cap	36.91M	Forward P/E	-	EPS next Y	-	Insider Trans	0.50%	Shs Float	4.53M	Perf Month	-1.62%
Enterprise Value	21.51M	PEG	-	EPS next Q	-	Inst Own	1.55%	Short Float	0.02%	Perf Quarter	4.52%
Income	11.43M	P/S	9.54	EPS this Y	-	Inst Trans	-9.98%	Short Ratio	0.07	Perf Half Y	-7.14%
Sales	3.87M	P/B	0.62	EPS next Y	-	ROA	23.87%	Short Interest	0.00M	Perf YTD	-42.22%
Book/sh	5.89	P/C	2.32	EPS next 5Y	-	ROE	25.75%	52W High	7.98 -54.39%	Perf Year	-59.33%
Cash/sh	1.57	P/FCF	-	EPS past 3/5Y	- -	ROIC	19.13%	52W Low	3.16 15.19%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-4.66% -30.89%	Gross Margin	-	Volatility	5.72% 6.69%	Perf 5Y	-
Dividend TTM	-	EV/Sales	5.56	EPS Y/Y TTM	142.17%	Oper. Margin	-607.80%	ATR (14)	0.25	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	9.40	Sales Y/Y TTM	121.21%	Profit Margin	295.58%	RSI (14)	53.33	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	9.40	EPS Q/Q	48.53%	SMA20	5.09%	Beta	1.04	Target Price	-
Payout	0.00%	Debt/Eq	0.01	Sales Q/Q	-75.48%	SMA50	0.41%	Rel Volume	0.86	Prev Close	3.53
Employees	16	LT Debt/Eq	0.00	Earnings	Nov 20 AMC	SMA200	-17.95%	Avg Volume	15.70K	Price	3.64
IPO	Sep 21, 2023	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	13,494	Change	3.12%

Nov-20-25 04:05PM	MDB Capital Holdings Provides Third Quarter 2025 Update (GlobeNewswire)
Nov-11-25 09:00AM	MDB Capital Holdings to Host Third Quarter 2025 Update Conference Call on Thursday November 20, 2025, at 4:30 p.m. Eastern Time (GlobeNewswire)
Oct-28-25 01:50PM	New PatentVest Pulse Report Maps the Competitive and IP Landscape of the $133B Cardiac Diagnostics Market (GlobeNewswire) -6.76%
Oct-06-25 12:30PM	MDB Capital Holdings, LLC to Present at the LD Micro Main Event XIX (Newsfile)
12:34AM	LD Micro Celebrates the 2,000th Company: MDB Capital Holdings (MDBH) (Newsfile)
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Sep-24-25 09:00AM	PatentVest Welcomes Dr. Sarah Cork as Senior Patent Attorney, Expanding Life Sciences IP Leadership (GlobeNewswire)
Aug-27-25 04:05PM	MDB Capital Holdings Provides Second Quarter 2025 Update (GlobeNewswire)
09:00AM	PatentVest and Docana Announce Strategic Partnership to Accelerate IP Strategy and AI Innovation (GlobeNewswire)
Aug-19-25 02:30PM	PatentVest Releases First-Ever Quantum Computing Rankings (GlobeNewswire)
Aug-14-25 04:35PM	MDB Capital Holdings to Host Second Quarter 2025 Update Conference Call on Wednesday August 27, 2025, at 4:30 p.m. Eastern Time (GlobeNewswire) -6.59%
Jul-10-25 12:00PM	New PatentVest Pulse Report Maps the Competitive and IP Landscape of the $188B Surgical Robotics Market (GlobeNewswire)
Jun-02-25 05:20PM	MDB Capital Holdings Announces Transitions In Its Board of Directors (GlobeNewswire)
May-27-25 04:05PM	ClearSign Technologies Corporation Announces Changes to Board of Directors (PR Newswire) -6.40%
May-21-25 09:00AM	MDB Capital Holdings Provides First Quarter 2025 Update (GlobeNewswire)
May-14-25 12:00PM	New PatentVest Pulse Report Reveals IP Gaps in Billion-Dollar Humanoid Robotics Startups (GlobeNewswire)
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08:55AM	MDB Capital Holdings to Host First Quarter 2025 Results Conference Call on Wednesday May 21, 2025, at 4:30 p.m. Eastern Time (GlobeNewswire)
Apr-23-25 07:53AM	Hemostemix Engages PatentVest to Strengthen its Global Patent Portfolio (Newsfile)
Apr-03-25 11:16AM	MDB Capital Holdings, LLC (MDBH) Q4 2024 Earnings Call Transcript (Seeking Alpha)
Apr-01-25 10:00AM	New PatentVest Pulse Report Maps the Competitive and IP Landscape of the $400B Brain-Computer Interface (BCI) Market (GlobeNewswire)
Mar-31-25 04:05PM	MDB Capital Holdings Provides Fourth Quarter and Full Year 2024 Update (GlobeNewswire)
Mar-24-25 08:50AM	MDB Capital Holdings to Host Fourth Quarter and Full Year 2024 Results Conference Call on Monday March 31, 2025, at 4:30 p.m. Eastern Time (GlobeNewswire)
Mar-05-25 10:00AM	New PatentVest Pulse Report Reveals Transformative Trends in the AI Data Center Patent Race (GlobeNewswire)
Feb-19-25 08:25AM	eXoZymes Announces Nasdaq Bell Ringing to Commemorate Initial Public Offering (GlobeNewswire) +6.58%
Feb-12-25 08:50AM	Rebranding Invizyne to eXoZymes Signifies a Sustainable Paradigm Shift in Chemical Production Leveraging AI-Engineered Enzymes (GlobeNewswire)
Feb-10-25 11:00AM	Invizyne Technologies Announces Name Change to eXoZymes, Inc. and New Ticker Symbol (GlobeNewswire)
Jan-07-25 10:00AM	Rethinking Diabetes Care: PatentVest Pulse Unveils Key Insights on the Expanding CGM Market and the Innovations Driving Change (GlobeNewswire)
Nov-21-24 04:05PM	MDB Capital Holdings Provides Third Quarter 2024 Update (GlobeNewswire) +7.83% -9.72%
Nov-19-24 09:05AM	Invizyne Technologies Selected for $2 Million Project to Advance Sustainable Aviation Fuel Capabilities (GlobeNewswire)
Nov-15-24 09:05AM	MDB Capital Holdings to Host Third Quarter 2024 Results Conference Call on Thursday November 21, 2024, at 4:30 p.m. Eastern Time (GlobeNewswire)
Nov-14-24 04:05PM	Invizyne Technologies Announces Closing of Initial Public Offering (GlobeNewswire)
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Nov-13-24 04:05PM	Invizyne's Nasdaq IPO Marks New Era of Biomanufacturing (GlobeNewswire)
09:05AM	Invizyne Technologies Begins Trading on NASDAQ (GlobeNewswire)
Nov-12-24 10:52AM	Invizyne Technologies to Begin Trading on NASDAQ on November 13, 2024 (GlobeNewswire)
Nov-11-24 04:05PM	Invizyne Technologies Announces Pricing of $15 Million Initial Public Offering (GlobeNewswire)
Oct-16-24 12:02PM	MDB Capital Teams with TCA Venture Group to Bring New Insights and Public Venture Opportunities to Angel Investors (GlobeNewswire)
Aug-13-24 10:53PM	MDBH Stock Earnings: MDB Capital Holdings Reported Results for Q2 2024 (InvestorPlace)
Jul-11-24 04:05PM	MDB Capital Announces Record Date and Expected Timing for Initial Public Offering for Invizyne Technologies (GlobeNewswire)
Jul-09-24 11:00AM	Recently Published Whitepaper from PatentVest Delves into Transformative Innovations in MASH Diagnostics (GlobeNewswire)
Jul-08-24 04:16PM	MDB Capital Collaborates with Mayo Clinic to Advance Anti-Senescence Platform (GlobeNewswire)
Jun-20-24 09:15AM	MDB Capital Expands Board, Appoints Daniel Torpey as New Director (GlobeNewswire)
May-22-24 11:00AM	New PatentVest Pulse Report Reveals Transformative Trends in Portable ECG Monitoring (GlobeNewswire)
09:15AM	MDB Capital Holdings Unveils Unified Corporate Branding (GlobeNewswire)
May-13-24 09:55PM	MDBH Stock Earnings: MDB Capital Holdings Reported Results for Q1 2024 (InvestorPlace)
May-07-24 01:52PM	Invizyne Technologies Expands Leadership Team Ahead of Proposed Offering and Listing on Nasdaq (GlobeNewswire)
Apr-17-24 04:05PM	MDB Capital Holdings Year-End Update (GlobeNewswire)
Apr-11-24 04:05PM	MDB Capital Holdings to Host Fourth Quarter 2023 and Fiscal Year 2023 Results Webinar on Wednesday April 17, 2024 at 4:30 PM Eastern Time (GlobeNewswire)
Apr-02-24 07:53AM	MDBH Stock Earnings: MDB Capital Holdings Reported Results for Q4 2023 (InvestorPlace)
Mar-15-24 02:30PM	Gain Therapeutics to Present at Public Ventures Discovery Day (GlobeNewswire)
Feb-12-24 08:00AM	Invizyne Technologies Announces Filing of Registration Statement for Proposed Offering and Listing on Nasdaq (GlobeNewswire)
Jan-31-24 09:00AM	MDB Capital Holdings Issues Annual Letter to Shareholders (GlobeNewswire)
Nov-15-23 04:05PM	MDB Capital Holdings Reports Third Quarter 2023 Results (GlobeNewswire)
Nov-08-23 04:05PM	Michael Burns Joins Invizyne as Executive Vice President of Energy Transition (GlobeNewswire)
Nov-02-23 04:05PM	MDB Capital Holdings to Host Third Quarter 2023 Results Conference Call on November 15, 2023 at 4:30 PM Eastern Time (GlobeNewswire)
Oct-17-23 10:00AM	Invizyne Selected by Shell GameChanger Accelerator Powered by NREL for Sixth Cohort (GlobeNewswire)
Oct-11-23 11:10AM	Invizyne Awarded Additional $3.77 Million Grant from U.S. Department of Energy (GlobeNewswire)
Sep-21-23 09:00AM	MDB Capital Holdings Begins Trading on NASDAQ (ACCESSWIRE)

MDB Capital Holdings LLC is an investment holding company, which engages the provision of a foundational platform specializing in financing startups, partnering with co-founders, and fostering significant value creation. It operates through the following segments: Broker Dealer and Intellectual Property Service, Technology Development, and Other. The Broker Dealer and Intellectual Property Service segment includes Public Ventures and PatentVest. The Technology Development segment is involved in Invizyne. The Other segment focuses on non-income generating subsidiaries for management of the business including MDB CG Management Company, Inc. The company was founded by Christopher Anthony Marlett in 1997 and is headquartered in Addison, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Brandon George Hugh	President	Dec 03 '25	Buy	3.63	3,900	14,157	98,148	Dec 03 05:46 PM
Brandon George Hugh	President	Dec 01 '25	Buy	3.49	2,998	10,463	92,998	Dec 03 05:46 PM
Brandon George Hugh	President	Dec 02 '25	Buy	3.50	1,250	4,375	94,248	Dec 03 05:46 PM
James Jeremy William	Director	Aug 14 '25	Option Exercise	3.40	10,000	34,000	23,339	Nov 14 05:01 PM
Magennis Sean James	Director	Aug 14 '25	Option Exercise	3.40	10,000	34,000	30,000	Nov 14 04:57 PM
MARLETT CHRISTOPHER A	Co-Founder	Oct 03 '25	Buy	3.35	2,275	7,621	156,208	Oct 07 09:21 AM
MARLETT CHRISTOPHER A	Co-Founder	Oct 06 '25	Buy	3.41	1,725	5,882	157,933	Oct 07 09:21 AM
MARLETT CHRISTOPHER A	Co-Founder	Aug 29 '25	Buy	3.52	1,645	5,790	153,933	Aug 29 09:58 PM
MARLETT CHRISTOPHER A	Co-Founder	Aug 28 '25	Buy	3.56	1,575	5,607	152,288	Aug 29 09:58 PM
MARLETT CHRISTOPHER A	Co-Founder	Aug 26 '25	Buy	3.35	1,414	4,737	149,425	Aug 27 07:16 PM
MARLETT CHRISTOPHER A	Co-Founder	Aug 27 '25	Buy	3.40	1,288	4,379	150,713	Aug 27 07:16 PM
MARLETT CHRISTOPHER A	Co-Founder	Aug 25 '25	Buy	3.31	1,232	4,078	148,011	Aug 27 07:16 PM
MARLETT CHRISTOPHER A	Co-Founder	Aug 21 '25	Buy	3.45	1,200	4,140	145,579	Aug 22 04:12 PM
MARLETT CHRISTOPHER A	Co-Founder	Aug 22 '25	Buy	3.33	1,200	3,996	146,779	Aug 22 04:12 PM
MARLETT CHRISTOPHER A	Co-Founder	Jul 14 '25	Buy	4.42	100	442	144,379	Jul 15 09:02 PM
MARLETT CHRISTOPHER A	Co-Founder	Jun 26 '25	Buy	4.50	22	99	144,279	Jun 26 05:00 PM
MARLETT CHRISTOPHER A	Co-Founder	Jun 24 '25	Buy	4.46	20	89	144,255	Jun 26 05:00 PM
MARLETT CHRISTOPHER A	Co-Founder	Jun 25 '25	Buy	4.50	2	9	144,257	Jun 26 05:00 PM
MARLETT CHRISTOPHER A	Co-Founder	Jun 20 '25	Buy	4.13	888	3,667	143,558	Jun 24 02:11 PM
MARLETT CHRISTOPHER A	Co-Founder	Jun 23 '25	Buy	4.12	677	2,789	144,235	Jun 24 02:11 PM
MARLETT CHRISTOPHER A	Co-Founder	Jun 18 '25	Buy	4.04	635	2,565	142,670	Jun 20 11:08 AM
MARLETT CHRISTOPHER A	Co-Founder	Jun 12 '25	Buy	3.88	1,280	4,966	142,035	Jun 13 10:07 AM
MARLETT CHRISTOPHER A	Co-Founder	Jun 11 '25	Buy	3.83	1,270	4,864	140,755	Jun 13 10:07 AM
MARLETT CHRISTOPHER A	Co-Founder	Jun 10 '25	Buy	3.91	1,282	5,013	139,485	Jun 11 01:50 PM
MARLETT CHRISTOPHER A	Co-Founder	Jun 09 '25	Buy	3.83	13	50	138,203	Jun 11 01:50 PM
MARLETT CHRISTOPHER A	Co-Founder	Jun 02 '25	Buy	3.95	1,327	5,242	138,190	Jun 02 08:35 PM
MARLETT CHRISTOPHER A	Co-Founder	May 30 '25	Buy	3.90	1,305	5,090	136,863	Jun 02 08:35 PM
MARLETT CHRISTOPHER A	Co-Founder	May 28 '25	Buy	3.90	1,275	4,972	134,258	May 30 12:56 PM
MARLETT CHRISTOPHER A	Co-Founder	May 29 '25	Buy	3.69	1,300	4,797	135,558	May 30 12:56 PM
MARLETT CHRISTOPHER A	Co-Founder	Apr 11 '25	Buy	5.00	1,625	8,125	132,983	Apr 14 08:23 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Apr 07 '25	Buy	4.90	1,425	6,983	95,699	Apr 09 06:21 PM
MARLETT CHRISTOPHER A	Co-Founder	Apr 07 '25	Buy	4.80	1,425	6,840	131,358	Apr 09 06:16 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Feb 13 '25	Buy	6.15	942	5,793	94,274	Feb 14 07:21 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Feb 12 '25	Buy	6.15	290	1,784	93,332	Feb 14 07:21 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Feb 11 '25	Buy	6.22	1,000	6,220	93,042	Feb 11 06:48 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Feb 07 '25	Buy	6.22	1,000	6,220	92,042	Feb 11 06:48 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Feb 04 '25	Buy	6.22	398	2,476	90,742	Feb 06 04:50 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Feb 05 '25	Buy	6.24	300	1,872	91,042	Feb 06 04:50 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 31 '25	Buy	6.20	1,000	6,200	89,344	Feb 03 05:23 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Feb 03 '25	Buy	6.17	1,000	6,170	90,344	Feb 03 05:23 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 30 '25	Buy	6.22	100	622	88,344	Feb 03 05:23 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 27 '25	Buy	6.21	933	5,794	88,230	Jan 29 06:16 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 29 '25	Buy	6.21	14	87	88,244	Jan 29 06:16 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 22 '25	Buy	6.21	928	5,763	86,933	Jan 27 03:38 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 23 '25	Buy	6.24	200	1,248	87,133	Jan 27 03:38 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 24 '25	Buy	6.21	164	1,018	87,297	Jan 27 03:38 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 21 '25	Buy	6.21	1,000	6,210	86,005	Jan 21 09:40 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 17 '25	Buy	6.10	1,000	6,100	85,005	Jan 21 09:40 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 16 '25	Buy	6.23	900	5,607	84,005	Jan 21 09:40 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 13 '25	Buy	6.23	1,000	6,230	81,709	Jan 15 06:28 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 14 '25	Buy	6.17	1,000	6,170	83	Jan 15 06:28 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 15 '25	Buy	6.04	1,000	6,040	83,709	Jan 15 06:28 PM
DIGIANDOMENICO ANTHONY	Co-Founder	Jan 03 '25	Buy	6.25	16	100	80,709	Jan 07 08:20 PM

Open in Screener

INV

Innventure inc

Dec 03 • 04:00PM ET

4.98

+0.01 0.20 %

Financial • Asset Management • USA • NASD

Held by: VTI VXF SCHA SMLV SCHB

Index	-	P/E	-	EPS (ttm)	-6.85	Insider Own	55.54%	Shs Outstand	56.22M	Perf Week	-9.12%
Market Cap	311.11M	Forward P/E	-	EPS next Y	-1.19	Insider Trans	-9.02%	Shs Float	27.78M	Perf Month	58.10%
Enterprise Value	578.86M	PEG	-	EPS next Q	-0.32	Inst Own	20.41%	Short Float	8.01%	Perf Quarter	-8.79%
Income	-329.27M	P/S	126.99	EPS this Y	-198.86%	Inst Trans	0.82%	Short Ratio	2.50	Perf Half Y	-11.07%
Sales	2.45M	P/B	1.47	EPS next Y	77.31%	ROA	-99.83%	Short Interest	2.22M	Perf YTD	-64.04%
Book/sh	3.39	P/C	22.13	EPS next 5Y	8.60%	ROE	-353.77%	52W High	14.95 -66.69%	Perf Year	-49.90%
Cash/sh	0.23	P/FCF	-	EPS past 3/5Y	- -	ROIC	-149.47%	52W Low	2.36 111.02%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-1291.28%	Volatility	10.59% 16.60%	Perf 5Y	-
Dividend TTM	-	EV/Sales	236.27	EPS Y/Y TTM	-1555.32%	Oper. Margin	-6461.64%	ATR (14)	0.63	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.31	Sales Y/Y TTM	-	Profit Margin	-13417.54%	RSI (14)	57.48	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.39	EPS Q/Q	-3351.92%	SMA20	17.56%	Beta	0.08	Target Price	14.50
Payout	-	Debt/Eq	0.35	Sales Q/Q	-	SMA50	22.01%	Rel Volume	1.39	Prev Close	4.97
Employees	153	LT Debt/Eq	0.15	Earnings	Nov 13 AMC	SMA200	-3.96%	Avg Volume	889.31K	Price	4.98
IPO	Nov 29, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-109.62% -72.80%	Trades		Volume	1,238,429	Change	0.20%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-12-25	Initiated	Northland Capital	Outperform	$12
Jan-23-25	Initiated	ROTH MKM	Buy	$16

Today 04:15PM	Innventure to Participate in Upcoming Investor Conferences (GlobeNewswire)
Nov-18-25 08:00AM	Innventure Strengthens Corporate Governance with Appointment of Bruce Brown as Lead Independent Director (GlobeNewswire) -10.92%
Nov-17-25 07:00AM	DarkNX Enters Agreement with Accelsius to Deploy 300MW NeuCool-Enabled AI Data Center Campus in Ontario (Business Wire) +24.38%
Nov-14-25 12:06AM	Innventure Inc (INV) Q3 2025 Earnings Call Highlights: Strong Pipeline Growth Amid Financial ... (GuruFocus.com) -12.20%
Nov-13-25 04:15PM	Innventure Reports Third Quarter 2025 Results (GlobeNewswire)
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Nov-11-25 04:15PM	Innventure, Inc. to Announce Third Quarter 2025 Results on November 13, 2025 (GlobeNewswire) -9.07%
Oct-23-25 07:00AM	Accelsius Brings Advanced AI Cooling Technology to NVIDIA GTC Washington, D.C. (Business Wire)
Oct-13-25 07:00AM	Accelsius Introduces NeuCool MR250, Unlocking At-Scale Two-Phase, Direct-to-Chip Cooling for AI and HPC (Business Wire) -6.07%
Oct-08-25 09:41AM	Johnson Controls Invests in Accelsius to Advance Data Center Cooling (Zacks) +11.23%
Oct-06-25 01:23PM	CORRECTION -- Innventure announces strategic investment in Accelsius by Johnson Controls (GlobeNewswire)
09:18AM	Innventure announces strategic investment in Accelsius by Johnson Controls (GlobeNewswire)
08:00AM	Johnson Controls announces investment in data center liquid cooling company Accelsius (PR Newswire)
Sep-25-25 07:00AM	Accelsius Unveils Two-Phase Cooling Reference Design, Demonstrating Billions in Potential Energy Savings (Business Wire)
Aug-21-25 12:21AM	Northland Securities Maintains a Buy on Innventure (INV), Keeps PT (Insider Monkey)
Aug-15-25 03:25AM	Innventure Inc (INV) Q2 2025 Earnings Call Highlights: Navigating Growth Amidst Challenges (GuruFocus.com) -6.60%
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Aug-14-25 04:05PM	Innventure Reports Second Quarter 2025 Results (GlobeNewswire)
Aug-12-25 12:00PM	Innventure, Inc. to Announce Second Quarter 2025 Results on August 14, 2025 (GlobeNewswire)
09:00AM	leeo brands Partners with AeroFlexx to Launch Boogie® Bubbling Vapor Bath in Innovative Packaging (GlobeNewswire)
09:00AM	eleeo brands Partners with AeroFlexx to Launch Boogie Bubbling Vapor Bath in Innovative Packaging (PR Newswire)
Jul-29-25 07:00AM	Accelsius Demonstrates Strong Momentum in First Half of 2025 with 5x Growth in Data Center Deployments (GlobeNewswire)
Jul-15-25 07:00AM	Accelsius Brings NeuCool to Equinix's Co-Innovation Facility in Ashburn (GlobeNewswire)
Jun-10-25 07:30AM	Sidoti Events, LLC's Virtual June Small-Cap Conference (ACCESSWIRE)
Jun-05-25 07:00AM	Accelsius Strengthens Presence in European Data Centers with Global Switch Collaboration and London Showcase (GlobeNewswire)
Jun-03-25 04:15PM	Innventure to Participate in Upcoming Investor Conferences (GlobeNewswire)
Jun-02-25 10:00AM	AeroFlexx Awarded New Patents in Sustainable Packaging Innovation (PR Newswire)
May-29-25 09:00AM	AeroFlexx's Innovative Liquid Packaging Receives Critical Guidance Recognition from Association of Plastic Recyclers (PR Newswire)
May-22-25 07:00AM	Accelsius Joins ARPA-E COOLERCHIPS Project to Advance Hybrid Cooling Technologies for the Data Center of the Future (Business Wire) +14.55%
May-15-25 04:15PM	Innventure Reports First Quarter 2025 Results (GlobeNewswire) +15.99%
May-13-25 06:31PM	Innventure, Inc. to Announce First Quarter 2025 Results on May 15, 2025 (GlobeNewswire) -6.98%
Apr-30-25 08:30AM	Innventure to Present at Upcoming Innovation Conferences (GlobeNewswire) -6.25%
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Apr-11-25 07:00AM	Innventure Reports Fourth Quarter and Full Year 2024 Results (GlobeNewswire)
Apr-10-25 07:00AM	Accelsius Achieves Industry-Leading Thermal Milestones for Next-Generation AI Computing (Business Wire)
Apr-07-25 04:15PM	Innventure, Inc. to Announce Fourth Quarter and Full Year 2024 Results on April 11 (GlobeNewswire) -9.34%
Apr-03-25 07:00AM	Accelsius Expands European Presence with NeuCool System in Computacenter UK Headquarters (Business Wire) -29.36%
Mar-25-25 08:30AM	Innventure, Inc. to Present at April Intellectual Property Conferences in California (GlobeNewswire) +7.19%
Mar-13-25 04:15PM	Innventure, Inc. to Attend Upcoming Roth Conference (GlobeNewswire)
Mar-12-25 07:00AM	Accelsius Introduces NeuGuard: An Enterprise-Grade Support Program for Data Center Liquid Cooling (Business Wire)
Mar-11-25 04:15PM	Market Momentum Builds for Innventure as Accelsius' Advanced Two-Phase Liquid Cooling Technology Gains Industry Adoption (GlobeNewswire) +7.81%
Mar-04-25 07:00AM	Accelsius to Showcase Innovative Cooling Solutions at 2025 Data Centre World London (Business Wire)
Jan-23-25 04:15PM	Innventure, Inc. to Host Conference Call Detailing Dow Collaboration & Launch of Refinity (GlobeNewswire)
Jan-08-25 09:00AM	Refinity, Innventure's Newest Company, Acquires Exclusive Rights to Novel Technology for Advanced Recycling of Mixed Plastic Waste from VTT Technical Research Centre of Finland (GlobeNewswire) -7.66%
Jan-06-25 09:03AM	Innventure, Inc. Wins Gold for Most Innovative Service of the Year in 14th Annual Best in Biz Awards (GlobeNewswire)
Dec-18-24 09:00AM	Dow and Innventure to Collaborate on Waste-to-Value Platform (GlobeNewswire)
Nov-14-24 07:00AM	Innventure Reports Third Quarter 2024 Results (GlobeNewswire)
Oct-31-24 04:15PM	AeroFlexx Delivering Innovative Packaging to Meet Rising Demand for Sustainable Liquid Packaging Solutions (PR Newswire) -6.70% +9.14%
07:30AM	Innventure, Inc. to Announce Third Quarter 2024 Results on November 14 (GlobeNewswire)
Oct-23-24 04:34PM	Innventure, Inc. Announces Financing Agreements to Further Strengthen Balance Sheet (GlobeNewswire) -5.27%
Oct-10-24 04:05PM	Innventure Sponsors Licensing Executives Society (LES) Annual Meeting 2024 (GlobeNewswire) +7.60%
Oct-02-24 04:45PM	Innventure LLC and Learn CW Investment Corporation Announce Closing of Business Combination (GlobeNewswire) -7.82% +24.50%
Sep-12-24 07:30PM	Learn CW Investment Corporation Extends Period to Consummate Initial Business Combination (Business Wire)
Sep-10-24 05:19PM	Innventure LLC and Learn CW Investment Corporation Announce the Effectiveness of the Registration Statement on Form S-4 Filed in Connection With the Business Combination (Business Wire)
Aug-15-24 04:15PM	Learn CW Announces Updated Timeline for Suspension of Trading of Units and Warrants on NYSE (Business Wire)
Aug-13-24 04:15PM	Learn CW Investment Corporation Announces Intention to Transfer Listing to Nasdaq (Business Wire)
Aug-12-24 07:55PM	Learn CW Investment Corporation Extends Period to Consummate Initial Business Combination (Business Wire)
Jul-11-24 07:04PM	Learn CW Investment Corporation Extends Period to Consummate Initial Business Combination (Business Wire)
Jun-11-24 10:59PM	Learn CW Investment Corporation Extends Period to Consummate Initial Business Combination (Business Wire)
May-13-24 06:08PM	Learn CW Investment Corporation Extends Period to Consummate Initial Business Combination (Business Wire)
Apr-12-24 05:52PM	Learn CW Investment Corporation Extends Period to Consummate Initial Business Combination (Business Wire)
Mar-12-24 11:31PM	Learn CW Investment Corporation Extends Period to Consummate Initial Business Combination (Business Wire)
Feb-13-24 09:22PM	Learn CW Investment Corporation Extends Period to Consummate Initial Business Combination (Business Wire)
Jan-29-24 09:00AM	Innventure LLC and Learn CW Investment Corporation Announce Filing of Registration Statement on Form S-4 in Connection With Proposed Business Combination (Business Wire)
Jan-12-24 07:34PM	Learn CW Investment Corporation Extends Period to Consummate Initial Business Combination (Business Wire)
Dec-12-23 11:03PM	Learn CW Investment Corporation Extends Period to Consummate Initial Business Combination (Business Wire)
Nov-27-23 05:11PM	Learn CW Investment Corporation Receives Noncompliance Notification from the New York Stock Exchange Due to Delayed Form 10-Q Filing (Business Wire)
Nov-10-23 07:02PM	Learn CW Investment Corporation Announces Extension to Period to Consummate Initial Business Combination (Business Wire)
Oct-24-23 09:00AM	Enterprise Growth Engine Innventure Enters Agreement With Learn CW as It Heads Towards IPO (Business Wire)
Oct-16-23 09:26PM	Learn CW Investment Corporation Confirms Extension of Period to Consummate Initial Business Combination (Business Wire)
Oct-11-23 04:51PM	Learn CW Investment Corporation Announces Shareholder Approval of Extension of Deadline to Complete Business Combination to October 13, 2024 (Business Wire)
Oct-06-23 02:41AM	Learn CW Investment Corporation Announces Postponement of Extraordinary General Meeting From Tuesday, October 10, 2023 to Wednesday, October 11, 2023 (Business Wire)
Sep-14-23 06:46PM	Learn CW Investment Corporation Announces Extension of Period to Consummate Initial Business Combination (Business Wire)
Sep-11-23 07:18PM	Learn CW Investment Corporation Announces Intention to Extend Period to Consummate Initial Business Combination (Business Wire)
Aug-15-23 04:01PM	Learn CW Investment Corporation Announces Extension of Period to Consummate Initial Business Combination (Business Wire)
Aug-10-23 05:30PM	Learn CW Investment Corporation Announces Intention to Extend Period to Consummate Initial Business Combination (Business Wire)
Jul-14-23 05:00PM	Learn CW Investment Corporation Announces Extension of Period to Consummate Initial Business Combination (Business Wire)
Jul-10-23 04:45PM	Learn CW Investment Corporation Announces Intention to Extend Period to Consummate Initial Business Combination (Business Wire)

Innventure, Inc. operates companies with a focus on transformative, sustainable technology solutions acquired or licensed from multinational corporations. It focuses on sourcing promising technologies from multinational corporations and transforming them into successful standalone businesses. The firm acts as an entrepreneurial platform that acquires and commercializes their innovations to deliver shared value for multinational corporations. The company was founded by Michael Otworth and John S. Scott on October 9, 2023 and is headquartered in Orlando, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WE-INN LLC	10% Owner	Dec 01 '25	Sale	5.11	427,301	2,183,508	6,863,051	Dec 03 09:47 PM
WE-INN LLC	10% Owner	Dec 03 '25	Sale	4.76	172,589	821,524	6,572,561	Dec 03 09:47 PM
WE-INN LLC	10% Owner	Dec 02 '25	Sale	4.95	117,901	583,610	6,745,150	Dec 03 09:47 PM
Otworth Michael	Executive Chairman	Dec 02 '25	Buy	5.06	12,000	60,720	3,492,607	Dec 03 04:31 PM
Austrup Roland	Chief Growth Officer	Dec 01 '25	Buy	5.01	4,900	24,549	868,164	Dec 03 04:30 PM
HENNESSY DANIEL J	Director	Dec 01 '25	Sale	5.13	81,993	420,624	825,385	Dec 03 04:29 PM
HENNESSY DANIEL J	Director	Dec 02 '25	Sale	5.01	8,450	42,334	816,935	Dec 03 04:29 PM
Gregory D Wasson	10% Owner	Dec 01 '25	Proposed Sale	5.00	801,758	4,008,790		Dec 01 06:03 PM
Haskell Gregory W	Chief Executive Officer	Nov 26 '25	Buy	5.14	10,000	51,400	762,115	Nov 26 09:37 PM
Scott John Stewart	Chief Strategy Officer	Nov 26 '25	Sale	5.13	452,668	2,322,187	1,965,051	Nov 26 09:34 PM
HENNESSY DANIEL J	Director	Nov 25 '25	Sale	5.31	266,367	1,414,409	907,378	Nov 26 09:34 PM
Donnally James O	Director	Nov 21 '25	Buy	3.37	27,886	93,976	27,886	Nov 25 04:39 PM
Niemeyer Suzanne	Director	Nov 20 '25	Buy	3.40	4,000	13,600	538,269	Nov 21 05:29 PM
WE-INN LLC	10% Owner	Nov 20 '25	Sale	3.51	302,211	1,060,761	7,290,352	Nov 20 07:57 PM
WE-INN LLC	10% Owner	Nov 18 '25	Sale	3.61	263,782	952,253	7,828,328	Nov 20 07:57 PM
WE-INN LLC	10% Owner	Nov 19 '25	Sale	3.34	235,765	787,455	7,592,563	Nov 20 07:57 PM
Gregory D Wasson	10% Owner	Nov 19 '25	Proposed Sale	3.35	643,685	2,156,345		Nov 19 05:42 PM
WE-INN LLC	10% Owner	Oct 29 '25	Sale	2.92	149,708	437,147	8,092,110	Oct 29 06:35 PM
WE-INN LLC	10% Owner	Oct 27 '25	Sale	2.97	98,167	291,556	8,241,818	Oct 29 06:35 PM
Gregory D Wasson	10% Owner	Oct 29 '25	Proposed Sale	2.93	500,000	1,465,000		Oct 29 04:36 PM
WE-INN LLC	10% Owner	Oct 22 '25	Sale	3.01	436,296	1,313,251	8,797,199	Oct 24 09:45 PM
WE-INN LLC	10% Owner	Oct 24 '25	Sale	3.03	263,627	798,790	8,339,985	Oct 24 09:45 PM
WE-INN LLC	10% Owner	Oct 23 '25	Sale	3.13	193,587	605,927	8,603,612	Oct 24 09:45 PM
Gregory D Wasson	10% Owner	Oct 23 '25	Proposed Sale	3.04	440,000	1,337,600		Oct 23 04:59 PM
WE-INN LLC	10% Owner	Oct 10 '25	Sale	3.92	2,300	9,016	557,700	Oct 14 05:12 PM
HENNESSY DANIEL J	Director	Oct 09 '25	Sale	5.21	10,828	56,414	1,173,745	Oct 14 11:13 AM
Gregory D Wasson	Director	Oct 10 '25	Proposed Sale	3.46	560,000	1,937,600		Oct 10 04:06 PM
HENNESSY DANIEL J	Director	Oct 08 '25	Sale	5.05	8,606	43,460	1,184,573	Oct 08 07:43 PM
HENNESSY DANIEL J	Director	Oct 06 '25	Sale	5.11	6,265	32,014	1,193,679	Oct 08 07:43 PM
HENNESSY DANIEL J	Director	Oct 07 '25	Sale	5.01	500	2,505	1,193,179	Oct 08 07:43 PM

Open in Screener

SRBK

SR Bancorp Inc

Dec 03 • 04:00PM ET

15.61

+0.43 2.83 %

Financial • Banks - Regional • USA • NASD

Peers: JPM GS C MS BAC WFC USB PNC TFC BK

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

Index	RUT	P/E	41.86	EPS (ttm)	0.37	Insider Own	16.60%	Shs Outstand	8.68M	Perf Week	2.16%
Market Cap	121.31M	Forward P/E	27.58	EPS next Y	0.57	Insider Trans	0.44%	Shs Float	7.12M	Perf Month	5.76%
Enterprise Value	-	PEG	3.24	EPS next Q	0.09	Inst Own	27.76%	Short Float	4.30%	Perf Quarter	2.90%
Income	3.07M	P/S	2.48	EPS this Y	-36.09%	Inst Trans	-2.11%	Short Ratio	10.61	Perf Half Y	26.29%
Sales	48.92M	P/B	0.71	EPS next Y	55.03%	ROA	0.28%	Short Interest	0.31M	Perf YTD	31.07%
Book/sh	22.12	P/C	-	EPS next 5Y	12.93%	ROE	1.57%	52W High	15.49 0.77%	Perf Year	38.39%
Cash/sh	-	P/FCF	35.47	EPS past 3/5Y	45.66% -	ROIC	1.34%	52W Low	11.21 39.25%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	50.12% -	Gross Margin	-	Volatility	2.05% 1.52%	Perf 5Y	-
Dividend TTM	0.15 (0.96%)	EV/Sales	-	EPS Y/Y TTM	166.36%	Oper. Margin	8.06%	ATR (14)	0.26	Perf 10Y	-
Dividend Ex-Date	Sep 30, 2025	Quick Ratio	-	Sales Y/Y TTM	9.43%	Profit Margin	6.28%	RSI (14)	67.69	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.09	EPS Q/Q	-43.69%	SMA20	3.04%	Beta	0.57	Target Price	16.00
Payout	16.44%	Debt/Eq	0.20	Sales Q/Q	1.92%	SMA50	4.52%	Rel Volume	1.53	Prev Close	15.18
Employees	119	LT Debt/Eq	0.19	Earnings	Sep 03	SMA200	13.78%	Avg Volume	28.86K	Price	15.61
IPO	Sep 20, 2023	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	44,199	Change	2.83%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-18-25	Initiated	Hovde Group	Market Perform	$16

Nov-20-25 08:30AM	SR BANCORP, INC. ANNOUNCES MANAGEMENT CHANGES (PR Newswire)
Oct-30-25 04:35PM	SR BANCORP, INC. ANNOUNCES QUARTERLY FINANCIAL RESULTS (PR Newswire)
Sep-22-25 08:30AM	SR BANCORP, INC. ANNOUNCES PAYMENT OF QUARTERLY CASH DIVIDEND OF $0.05 PER SHARE (PR Newswire)
Sep-12-25 04:00PM	SR BANCORP, INC. ANNOUNCES FOURTH QUARTER AND ANNUAL FINANCIAL RESULTS (CORRECTED) (PR Newswire)
Jul-31-25 04:00PM	SR BANCORP, INC. ANNOUNCES FOURTH QUARTER AND ANNUAL FINANCIAL RESULTS (PR Newswire)
04:00PM	Loading…
Jul-08-25 04:00PM	SR Bancorp, Inc. Announces Adoption of its Second Stock Repurchase Program (PR Newswire)
Jun-20-25 09:46AM	SR BANCORP, INC. ANNOUNCES PAYMENT OF QUARTERLY CASH DIVIDEND OF $0.05 PER SHARE (PR Newswire)
Apr-30-25 04:01PM	SR BANCORP, INC. ANNOUNCES QUARTERLY FINANCIAL RESULTS (PR Newswire)
Mar-30-25 08:00AM	Two Small Bank Stocks See Large Buys (Barrons.com)
Mar-20-25 08:30AM	SR BANCORP, INC. ANNOUNCES PAYMENT OF INITIAL QUARTERLY CASH DIVIDEND OF $0.05 PER SHARE (PR Newswire)
Jan-31-25 04:33PM	SR BANCORP, INC. ANNOUNCES QUARTERLY FINANCIAL RESULTS (PR Newswire)
Oct-30-24 05:54PM	SR BANCORP, INC. ANNOUNCES QUARTERLY FINANCIAL RESULTS (PR Newswire)
Sep-20-24 09:00AM	SR BANCORP, INC. ANNOUNCES ADOPTION OF INITIAL STOCK REPURCHASE PROGRAM (PR Newswire)
Jul-30-24 04:34PM	SR BANCORP, INC. ANNOUNCES QUARTERLY AND ANNUAL FINANCIAL RESULTS (PR Newswire)
May-23-24 05:55PM	SR BANCORP, INC. ANNOUNCES BALANCE SHEET REPOSITIONING (PR Newswire)
04:15PM	Loading…
Apr-30-24 04:15PM	SR BANCORP, INC. ANNOUNCES QUARTERLY FINANCIAL RESULTS (PR Newswire)
Jan-31-24 04:43PM	SR BANCORP, INC. ANNOUNCES QUARTERLY FINANCIAL RESULTS (PR Newswire)
Dec-07-23 11:00AM	Hedge Fund and Insider Trading News: Chris Hohn, Ray Dalio, Warren Buffet, Third Point LLC, Tidan Capital, SR Bancorp Inc (SRBK), Visa Inc (V), and More (Insider Monkey)
Sep-19-23 08:32PM	SOMERSET SAVINGS BANK, SLA ANNOUNCES YEAR END FINANCIAL RESULTS (PR Newswire)

SR Bancorp, Inc. is a holding company, which engages in the ownership of the outstanding common stock of Somerset Regal Bank. The company was founded on July 20, 2022 and is headquartered in Bound Brook, NJ.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Taylor William P	CEO	Dec 02 '25	Buy	15.79	1,000	15,792	73,838	Dec 03 01:06 PM
Mustard Robert Kenneth	Director	Nov 28 '25	Buy	15.38	200	3,076	700	Dec 01 04:09 PM
Mustard Robert Kenneth	Director	Nov 26 '25	Buy	15.32	500	7,662	500	Nov 26 06:18 PM
Pribula Christopher J	President and COO	Nov 24 '25	Buy	15.09	1,000	15,090	49,933	Nov 24 12:49 PM
Pribula Christopher J	President and COO	Jun 05 '25	Buy	12.39	1,000	12,394	48,933	Jun 05 01:23 PM
Lupo Thomas	Director	Jun 03 '25	Buy	12.73	2,000	25,455	43,015	Jun 04 01:19 PM
Taylor William P	CEO	May 29 '25	Buy	13.00	2,000	25,998	72,838	May 30 11:28 AM
Orbach David M	Executive Chair	May 19 '25	Buy	13.19	5,000	65,961	193,032	May 20 12:47 PM
Orbach David M	Executive Chair	May 19 '25	Buy	13.19	2,500	32,975	7,500	May 20 12:47 PM
Orbach David M	Executive Chair	Mar 18 '25	Buy	11.58	10,000	115,757	188,032	Mar 20 01:49 PM
Davey Mary E	Director	Mar 17 '25	Buy	11.65	475	5,533	28,650	Mar 17 05:17 PM
Lupo Thomas	Director	Mar 12 '25	Buy	11.60	2,000	23,206	41,015	Mar 13 12:12 PM
Taylor William P	CEO	Mar 12 '25	Buy	11.51	2,000	23,022	70,838	Mar 12 03:26 PM
Pribula Christopher J	President and COO	Mar 07 '25	Buy	11.63	1,000	11,629	47,933	Mar 07 02:41 PM
Taylor William P	CEO	Feb 10 '25	Buy	12.47	1,500	18,712	68,838	Feb 11 10:02 AM
Castelletti James	SVP-Sr. Comm. Lending Officer	Dec 18 '24	Buy	12.34	1,000	12,340	1,000	Dec 20 04:14 PM
Orbach David M	Executive Chair	Dec 09 '24	Buy	11.75	10,000	117,467	140,000	Dec 09 05:47 PM

Open in Screener

CBAN

Colony Bankcorp, Inc

Dec 03 • 04:00PM ET

17.37

+0.38 2.24 %

Financial • Banks - Regional • USA • NYSE

CBAN Colony Bankcorp, Inc daily Stock Chart

Peers: BANC SYBT FISI SFBC EVBN CNOB FUNC BCBP OSBC WTBA

| Held by: VTI IWM AVUV VXF IWN DFAT ITOT VTWO BSVO DFAS

Index	RUT	P/E	10.91	EPS (ttm)	1.59	Insider Own	7.68%	Shs Outstand	17.46M	Perf Week	1.46%
Market Cap	302.84M	Forward P/E	8.23	EPS next Y	2.11	Insider Trans	0.76%	Shs Float	16.10M	Perf Month	8.09%
Enterprise Value	-	PEG	0.69	EPS next Q	0.46	Inst Own	56.98%	Short Float	3.40%	Perf Quarter	-0.40%
Income	27.84M	P/S	1.64	EPS this Y	17.81%	Inst Trans	3.48%	Short Ratio	10.00	Perf Half Y	11.99%
Sales	184.78M	P/B	1.00	EPS next Y	22.67%	ROA	0.90%	Short Interest	0.55M	Perf YTD	7.62%
Book/sh	17.31	P/C	-	EPS next 5Y	15.85%	ROE	9.63%	52W High	18.41 -5.65%	Perf Year	-1.47%
Cash/sh	-	P/FCF	6.01	EPS past 3/5Y	-6.40% 3.98%	ROIC	5.56%	52W Low	13.99 24.16%	Perf 3Y	27.44%
Dividend Est.	0.46 (2.65%)	EV/EBITDA	-	Sales past 3/5Y	18.28% 18.63%	Gross Margin	-	Volatility	1.91% 2.13%	Perf 5Y	24.07%
Dividend TTM	0.46 (2.65%)	EV/Sales	-	EPS Y/Y TTM	26.93%	Oper. Margin	19.03%	ATR (14)	0.39	Perf 10Y	107.28%
Dividend Ex-Date	Nov 05, 2025	Quick Ratio	-	Sales Y/Y TTM	6.92%	Profit Margin	15.07%	RSI (14)	62.28	Recom	2.00
Dividend Gr. 3/5Y	3.15% 8.45%	Current Ratio	0.16	EPS Q/Q	4.12%	SMA20	4.88%	Beta	0.65	Target Price	19.75
Payout	33.10%	Debt/Eq	0.82	Sales Q/Q	5.14%	SMA50	4.64%	Rel Volume	1.54	Prev Close	16.99
Employees	465	LT Debt/Eq	0.66	Earnings	Oct 22 AMC	SMA200	6.21%	Avg Volume	54.75K	Price	17.37
IPO	Mar 26, 1998	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.00% 0.38%	Trades		Volume	84,332	Change	2.24%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-29-25	Reiterated	Hovde Group	Outperform	$19.50 → $21
Feb-15-23	Downgrade	Janney	Buy → Neutral	$14
Jan-24-23	Downgrade	DA Davidson	Buy → Neutral
Jul-22-22	Downgrade	DA Davidson	Buy → Neutral	$18 → $16.75
Jan-12-22	Initiated	DA Davidson	Buy	$21
May-24-21	Initiated	Janney	Buy	$22

Dec-01-25 08:30AM	Colony Bankcorp, Inc. Announces Completion of Merger With TC Bancshares, Inc. (Business Wire)
Nov-17-25 08:30AM	Colony Bankcorp, Inc. and TC Bancshares, Inc. Announce Regulatory and Shareholder Approvals Received for Merger (Business Wire)
Oct-22-25 04:50PM	Colony Bankcorp: Q3 Earnings Snapshot (Associated Press Finance)
04:30PM	Colony Bankcorp Reports Third Quarter 2025 Results (Business Wire)
09:46AM	Colony Bankcorp Inc (CBAN) Q3 2025 Earnings Report Preview: What to Expect (GuruFocus.com)
09:33AM	Loading…
Oct-21-25 09:33AM	Colony Bankcorp Inc (CBAN) Q3 2025 Earnings Report Preview: What to Expect (GuruFocus.com)
Oct-13-25 11:45AM	Why Colony Bankcorp (CBAN) is a Great Dividend Stock Right Now (Zacks)
Oct-06-25 08:30AM	Colony Bankcorp, Inc. Announces Date for Third Quarter 2025 Earnings Release and Conference Call (Business Wire)
Jul-25-25 04:17PM	KBRA Comments on Colony Bankcorp, Inc.'s Proposed Acquisition of TC Bancshares, Inc. (Business Wire)
Jul-24-25 08:26AM	Michigan, Georgia banks propose to buy in-state peers (Banking Dive) -5.96%
Jul-23-25 06:10PM	Colony Bankcorp (CBAN) Q2 Earnings and Revenues Surpass Estimates (Zacks)
05:05PM	Colony Bankcorp: Q2 Earnings Snapshot (Associated Press Finance)
05:00PM	Colony Bankcorp, Inc. and TC Bancshares, Inc. Announce Signing of Definitive Merger Agreement to Create a Stronger Franchise in Key Georgia and Florida Markets (Business Wire)
05:00PM	Colony Bankcorp Reports Second Quarter 2025 Results (Business Wire)
Jul-16-25 08:55AM	NYSE Content Advisory: Pre-Market update + Wall Street readies for big bank earnings (PR Newswire)
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Jul-15-25 08:55AM	NYSE Content Advisory: Pre-Market update + Earnings and inflation data arrive (PR Newswire)
Jul-02-25 04:15PM	Colony Bankcorp, Inc. Announces Date for Second Quarter 2025 Earnings Release and Conference Call (Business Wire)
05:37AM	New Strong Sell Stocks for July 2nd (Zacks)
Jun-30-25 02:00PM	Colony Banks Derek Shelnutt Named to Independent Bankers 2025 40 Under 40 List (Business Wire)
Jun-17-25 08:48AM	Are Options Traders Betting on a Big Move in Colony Bankcorp Stock? (Zacks)
May-06-25 06:11AM	Colony Bankcorp, Inc. (CBAN): One of the Top Dividend Challengers in 2025 (Insider Monkey)
May-03-25 01:26AM	Dividend Champion, Contender, And Challenger Highlights: Week Of May 4 (Seeking Alpha)
Apr-30-25 11:45AM	Colony Bankcorp (CBAN) Could Be a Great Choice (Zacks)
Apr-24-25 01:48PM	Colony Bankcorp, Inc. (CBAN) Q1 2025 Earnings Call Transcript (Seeking Alpha)
Apr-23-25 06:10PM	Colony Bankcorp (CBAN) Lags Q1 Earnings and Revenue Estimates (Zacks)
04:30PM	Colony Bankcorp Reports First Quarter 2025 Results (Business Wire)
Apr-16-25 05:40PM	F.N.B. (FNB) Beats Q1 Earnings and Revenue Estimates (Zacks)
Apr-14-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Apr-03-25 04:15PM	Colony Bankcorp, Inc. Announces Date for First Quarter 2025 Earnings Release and Conference Call (Business Wire) -7.55%
Apr-02-25 10:30AM	Colony Bankcorp: An Attractively Priced Georgia-Focused Regional Bank (Seeking Alpha)
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Apr-01-25 04:10PM	Colony Bankcorp, Inc. Expands Insurance Division With Acquisition of the Ellerbee Agency (Business Wire)
Mar-28-25 11:45AM	Why Colony Bankcorp (CBAN) is a Great Dividend Stock Right Now (Zacks)
Mar-27-25 04:00PM	Colony Bankcorp, Inc. Announces That KBRA Affirms the Companys Ratings (Business Wire)
Mar-19-25 04:30PM	Colony Bankcorp, Inc. Announces Retirement of Director Edward P. Loomis, Jr. (Business Wire)
Feb-27-25 04:30PM	Colony Bankcorp, Inc. Appoints Paul Joiner, III to Board of Directors (Business Wire)
Jan-29-25 08:00AM	Colony Bankcorp, Inc. to Participate in Janney Annual CEO Forum (Business Wire)
Jan-22-25 04:30PM	Colony Bankcorp Reports Fourth Quarter 2024 Results (Business Wire) +8.03%
Jan-07-25 04:30PM	Colony Bankcorp, Inc. Strengthens Leadership Team With Executive Promotions and Organizational Enhancements (Business Wire)
Jan-02-25 04:30PM	Colony Bankcorp, Inc. Announces Date for Fourth Quarter 2024 Earnings Release and Conference Call (Business Wire)
Nov-06-24 08:30AM	Colony Bankcorp, Inc. to Participate in 2024 Hovde Group Financial Services Conference (Business Wire) +12.11%
Nov-05-24 08:30AM	Colony Bankcorp, Inc. Announces Transfer of Listing of Common Stock to the New York Stock Exchange (Business Wire)
Oct-30-24 09:00PM	Colony Bankcorp Inc (CBAN) Q3 2024 Earnings Call Highlights: Strong Growth in Deposits and Net ... (GuruFocus.com)
Oct-23-24 05:55PM	Colony Bankcorp (CBAN) Beats Q3 Earnings Estimates (Zacks)
04:48PM	Colony Bankcorp: Q3 Earnings Snapshot (Associated Press Finance)
04:30PM	Colony Bankcorp Reports Third Quarter 2024 Results (Business Wire)
09:13AM	Earnings To Watch: Colony Bankcorp Inc (CBAN) Reports Q3 2024 Result (GuruFocus.com)
Oct-22-24 09:08AM	What To Expect From Colony Bankcorp Inc (CBAN) Q3 2024 Earnings (GuruFocus.com)
Oct-21-24 08:30AM	Colony Bankcorp, Inc. Announces Addition of Cissy Giglio as Director of Process Optimization (Business Wire)
Oct-16-24 11:45AM	Why Colony Bankcorp (CBAN) is a Great Dividend Stock Right Now (Zacks)
Oct-04-24 08:30AM	Colony Bankcorp, Inc. Announces Date for Third Quarter 2024 Earnings Release and Conference Call (Business Wire)
Sep-30-24 11:45AM	Why Colony Bankcorp (CBAN) is a Top Dividend Stock for Your Portfolio (Zacks)
Sep-16-24 08:30AM	Colony Bankcorp to Participate in 2024 Janney Financial Services Conference (Business Wire)
Sep-13-24 11:45AM	Colony Bankcorp (CBAN) Could Be a Great Choice (Zacks)
Aug-12-24 11:45AM	Why Colony Bankcorp (CBAN) is a Great Dividend Stock Right Now (Zacks)
Jul-30-24 08:30AM	Colony Bankcorp to Participate in 25th Annual KBW Community Bank Investor Conference (Business Wire)
Jul-26-24 11:45AM	Why Colony Bankcorp (CBAN) is a Top Dividend Stock for Your Portfolio (Zacks) +9.11%
Jul-24-24 04:53PM	Colony Bankcorp: Q2 Earnings Snapshot (Associated Press Finance)
04:30PM	Colony Bankcorp Reports Second Quarter 2024 Results (Business Wire)
Jul-10-24 11:45AM	Colony Bankcorp (CBAN) Could Be a Great Choice (Zacks)
Jul-02-24 08:30AM	Colony Bankcorp, Inc. Announces Date for Second Quarter 2024 Earnings Release and Conference Call (Business Wire)
Jun-07-24 11:45AM	Why Colony Bankcorp (CBAN) is a Great Dividend Stock Right Now (Zacks)
May-22-24 11:45AM	Colony Bankcorp (CBAN) Could Be a Great Choice (Zacks)
May-13-24 04:30PM	Colony Bankcorp, Inc. Announces That KBRA Affirms the Company's Ratings (Business Wire)
Apr-30-24 09:22AM	Colony Bankcorp, Inc. (NASDAQ:CBAN) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-29-24 08:00AM	Colony Bankcorp to Participate in 2024 Gulf South Bank Conference (Business Wire)
Apr-24-24 09:54PM	CBAN Stock Earnings: Colony Bankcorp Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:03PM	Colony Bankcorp: Q1 Earnings Snapshot (Associated Press Finance)
04:30PM	Colony Bankcorp Reports First Quarter 2024 Results (Business Wire)
Apr-03-24 04:30PM	Colony Bankcorp, Inc. Announces Date for First Quarter 2024 Earnings Release and Conference Call (Business Wire)
Jan-29-24 09:00AM	Colony Bankcorp to Participate in Janney Annual CEO Forum (Business Wire)
Jan-27-24 08:35AM	Colony Bankcorp, Inc. (NASDAQ:CBAN) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-24-24 05:22PM	Colony Bankcorp: Q4 Earnings Snapshot (Associated Press Finance)
05:18PM	Colony Bankcorp Inc (CBAN) Reports Mixed Fourth Quarter Results and Declares Dividend (GuruFocus.com)
04:30PM	Colony Bankcorp Reports Fourth Quarter 2023 Results (Business Wire)
Jan-23-24 09:00AM	Colony Bankcorp, Inc. Promotes Derek Shelnutt to Executive Vice President and Chief Financial Officer (Business Wire)
Jan-21-24 03:27PM	Dividend Challengers List Ranked By Yield: Top 30 (Insider Monkey)
Jan-09-24 04:15PM	Colony Bank Donates $400,000 to 10 Rural Hospitals Across Georgia (Business Wire)
Jan-05-24 09:00AM	Colony Bankcorp, Inc. Announces Date for Fourth Quarter 2023 Earnings Release and Conference Call (Business Wire)
Dec-19-23 03:01AM	Insider Sell Alert: Director Harold Wyatt Sells 25,894 Shares of Colony Bankcorp Inc (CBAN) (GuruFocus.com)
Nov-30-23 12:45PM	Here is Why Growth Investors Should Buy Colony Bankcorp (CBAN) Now (Zacks)
Nov-14-23 12:45PM	Looking for a Growth Stock? 3 Reasons Why Colony Bankcorp (CBAN) is a Solid Choice (Zacks)
Oct-28-23 12:04PM	Colony Bankcorp, Inc. (NASDAQ:CBAN) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-25-23 06:17PM	Colony Bankcorp Inc (CBAN) Reports Q3 2023 Earnings, Declares Dividend (GuruFocus.com)
05:28PM	Colony Bankcorp: Q3 Earnings Snapshot (Associated Press Finance)
04:30PM	Colony Bankcorp Reports Third Quarter 2023 Results (Business Wire)
Oct-06-23 09:00AM	Colony Bankcorp, Inc. Announces Date for Third Quarter 2023 Earnings Release and Conference Call (Business Wire)
Sep-29-23 11:45AM	Why Colony Bankcorp (CBAN) is a Great Dividend Stock Right Now (Zacks)
Sep-13-23 11:45AM	Colony Bankcorp (CBAN) Could Be a Great Choice (Zacks)
Aug-28-23 11:45AM	Colony Bankcorp (CBAN) Could Be a Great Choice (Zacks)
Aug-10-23 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Aug-03-23 06:05AM	Here's What We Like About Colony Bankcorp's (NASDAQ:CBAN) Upcoming Dividend (Simply Wall St.)
Jul-30-23 08:04AM	Colony Bankcorp (NASDAQ:CBAN) Will Pay A Dividend Of $0.11 (Simply Wall St.)
Jul-26-23 07:25PM	Colony Bankcorp (CBAN) Beats Q2 Earnings Estimates (Zacks)
06:17PM	Colony Bankcorp: Q2 Earnings Snapshot (Associated Press Finance)
04:30PM	Colony Bankcorp Reports Second Quarter 2023 Results (Business Wire)
Jul-24-23 07:40AM	Colony Bankcorp (NASDAQ:CBAN) shareholders have endured a 33% loss from investing in the stock five years ago (Simply Wall St.)
Jul-19-23 10:01AM	Earnings Preview: Colony Bankcorp (CBAN) Q2 Earnings Expected to Decline (Zacks)
Jul-17-23 04:50PM	12 Best Dividend Stocks Under $10 (Insider Monkey)
Jul-05-23 04:30PM	Colony Bankcorp, Inc. Announces Date for Second Quarter 2023 Earnings Release and Conference Call (Business Wire)
06:05AM	New Strong Sell Stocks for July 5th (Zacks)

Colony Bankcorp, Inc. is a bank holding company, which engages in the stockholder and investor relations functions through its subsidiary, Colony Bank. It operates through the following segments: Banking Division, Mortgage Division, and Small Business Specialty Lending Division. The Banking Division segment offers full service financial services including commercial loans, consumer loans and deposit accounts. The Mortgage Division segment consists of sales and servicing of one-to-four family residential mortgage loans. The Small Business Specialty Lending Division segment focuses on the selling and servicing of SBA and USDA government guaranteed loans. The company was founded on November 8, 1982 and is headquartered in Fitzgerald, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Canup Edward G	CHIEF BANKING OFFICER	Nov 28 '25	Buy	16.95	500	8,475	18,767	Dec 03 04:20 PM
Canup Edward G	CHIEF BANKING OFFICER	Nov 17 '25	Buy	16.23	1,000	16,225	9,275	Nov 19 04:29 PM
Reed Matthew D.	Director	Nov 07 '25	Buy	16.18	310	5,017	17,046	Nov 12 04:44 PM
Canup Edward G	CHIEF BANKING OFFICER	Nov 06 '25	Buy	16.25	500	8,125	8,275	Nov 06 04:50 PM
Canup Edward G	CHIEF BANKING OFFICER	Nov 03 '25	Buy	15.90	500	7,950	18,267	Nov 06 04:50 PM
Canup Edward G	CHIEF BANKING OFFICER	Oct 30 '25	Buy	15.96	500	7,980	17,767	Nov 03 04:55 PM
Canup Edward G	CHIEF BANKING OFFICER	Oct 24 '25	Buy	16.59	500	8,294	17,267	Oct 27 04:31 PM
Bateman Leonard H JR	EVP & Chief Credit Officer	Aug 19 '25	Buy	16.40	5,170	84,787	17,837	Aug 22 04:08 PM
Bateman Leonard H JR	EVP & Chief Credit Officer	Aug 20 '25	Sale	16.33	5,069	82,773	14,818	Aug 22 04:08 PM
Canup Edward G	CHIEF BANKING OFFICER	Aug 15 '25	Buy	16.43	500	8,212	16,767	Aug 19 04:20 PM
Fountain T Heath	President and CEO	Jul 25 '25	Buy	16.61	900	14,946	81,078	Jul 25 04:18 PM
Fountain T Heath	President and CEO	Jul 25 '25	Buy	16.62	100	1,662	1,450	Jul 25 04:18 PM
Canup Edward G	CHIEF BANKING OFFICER	Jul 25 '25	Buy	16.54	1,500	24,815	16,267	Jul 25 04:17 PM
Canup Edward G	CHIEF BANKING OFFICER	Mar 13 '25	Buy	16.28	3,146	51,215	6,766	Jul 18 04:24 PM
Joiner Paul E III	Director	May 30 '25	Buy	15.01	6,150	92,312	6,150	Jun 02 04:44 PM
Canup Edward G	CHIEF BANKING OFFICER	Mar 11 '25	Buy	15.65	500	7,825	16,884	Mar 14 04:38 PM

Open in Screener

RGCO

RGC Resources, Inc

Dec 03 • 04:00PM ET

22.55

+0.51 2.31 %

Utilities • Utilities - Regulated Gas • USA • NASD

RGCO RGC Resources, Inc daily Stock Chart

Peers: ATO NWN NJR PNRG UGI CPK SPH NFG OGS SR

| Held by: VTI IWM VXF IWN DES VTWO DFAS IWC DFAC IWO

Index	RUT	P/E	17.48	EPS (ttm)	1.29	Insider Own	20.27%	Shs Outstand	10.33M	Perf Week	0.49%
Market Cap	232.84M	Forward P/E	16.34	EPS next Y	1.38	Insider Trans	-0.00%	Shs Float	8.23M	Perf Month	7.89%
Enterprise Value	376.48M	PEG	4.69	EPS next Q	-	Inst Own	38.92%	Short Float	0.89%	Perf Quarter	-0.88%
Income	13.28M	P/S	2.44	EPS this Y	0.78%	Inst Trans	0.98%	Short Ratio	6.59	Perf Half Y	9.52%
Sales	95.33M	P/B	2.00	EPS next Y	6.15%	ROA	4.08%	Short Interest	0.07M	Perf YTD	12.41%
Book/sh	11.26	P/C	109.31	EPS next 5Y	3.73%	ROE	11.98%	52W High	23.82 -5.32%	Perf Year	8.41%
Cash/sh	0.21	P/FCF	31.51	EPS past 3/5Y	- -0.13%	ROIC	5.12%	52W Low	19.06 18.31%	Perf 3Y	-6.08%
Dividend Est.	0.88 (3.90%)	EV/EBITDA	12.47	Sales past 3/5Y	4.24% 8.61%	Gross Margin	30.78%	Volatility	2.09% 2.66%	Perf 5Y	-8.67%
Dividend TTM	0.83 (3.69%)	EV/Sales	3.95	EPS Y/Y TTM	10.99%	Oper. Margin	19.35%	ATR (14)	0.60	Perf 10Y	61.53%
Dividend Ex-Date	Jan 16, 2026	Quick Ratio	0.66	Sales Y/Y TTM	12.63%	Profit Margin	13.93%	RSI (14)	59.25	Recom	3.00
Dividend Gr. 3/5Y	2.09% 3.47%	Current Ratio	1.03	EPS Q/Q	-243.48%	SMA20	3.97%	Beta	0.52	Target Price	22.80
Payout	64.43%	Debt/Eq	1.28	Sales Q/Q	9.26%	SMA50	4.10%	Rel Volume	0.94	Prev Close	22.04
Employees	104	LT Debt/Eq	1.28	Earnings	Nov 19 AMC	SMA200	5.26%	Avg Volume	11.08K	Price	22.55
IPO	Feb 01, 1994	Option/Short	Yes / Yes	EPS/Sales Surpr.	60.00% 2.27%	Trades		Volume	10,422	Change	2.31%

Date	Action	Analyst	Rating Change	Price Target Change
May-10-19	Upgrade	Janney	Neutral → Buy
Apr-17-18	Initiated	Seaport Global Securities	Neutral
Feb-06-18	Upgrade	Janney	Neutral → Buy
Dec-20-17	Initiated	Janney	Neutral	$29

Nov-24-25 04:44PM	RGC Resources, Inc. Raises Annual Dividend to $0.87 Per Share (GlobeNewswire)
Nov-20-25 02:00PM	RGC Resources, Inc. Schedules Fourth Quarter 2025 Earnings Call (GlobeNewswire)
Nov-19-25 06:15PM	RGC Resources Inc. (RGCO) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:57PM	RGC Resources, Inc. Reports 2025 Earnings (GlobeNewswire)
Nov-06-25 08:05AM	Core Natural Resources (CNR) Q3 Earnings Beat Estimates (Zacks)
07:40AM	Loading…
Nov-04-25 07:40AM	Marathon Petroleum (MPC) Misses Q3 Earnings Estimates (Zacks)
Oct-30-25 07:50AM	HF Sinclair (DINO) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
Oct-29-25 06:20PM	CVR Energy (CVI) Q3 Earnings and Revenues Top Estimates (Zacks)
Oct-23-25 04:30PM	Mountain Valley Pipeline, LLC Files Formal Application Requesting FERC Authorization to Construct MVP Boost (PR Newswire)
07:40AM	Valero Energy (VLO) Tops Q3 Earnings and Revenue Estimates (Zacks)
Oct-09-25 09:40AM	Is FuelCell Energy (FCEL) Stock Outpacing Its Oils-Energy Peers This Year? (Zacks)
Sep-29-25 05:00PM	RGC Resources, Inc. Declares Quarterly Dividend (GlobeNewswire)
Sep-15-25 09:40AM	Is Hallador Energy (HNRG) Stock Outpacing Its Oils-Energy Peers This Year? (Zacks)
Aug-14-25 03:09AM	RGC Resources Inc (RGCO) Q3 2025 Earnings Call Highlights: Strong Growth in Net Income and Gas ... (GuruFocus.com)
Aug-11-25 07:00PM	RGC Resources Inc. (RGCO) Tops Q3 Earnings and Revenue Estimates (Zacks) +6.16%
04:30PM	Loading…
04:30PM	RGC Resources, Inc. Reports Third Quarter Earnings (GlobeNewswire)
Aug-07-25 06:30PM	Energy Vault Holdings, Inc. (NRGV) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
Aug-05-25 05:35PM	Par Petroleum (PARR) Beats Q2 Earnings and Revenue Estimates (Zacks)
Jul-31-25 06:10PM	World Kinect (WKC) Q2 Earnings Beat Estimates (Zacks)
04:30PM	RGC Resources, Inc. Schedules Third Quarter 2025 Earnings Call (GlobeNewswire)
Jul-03-25 08:45AM	Buy These 4 Stocks With Solid Net Profit Margins to Enhance Returns (Zacks)
08:02AM	Petrobras Inks Multi-Year Offshore Contracts With DOF and Fugro (Zacks)
Jul-01-25 09:40AM	Is EQT (EQT) Outperforming Other Oils-Energy Stocks This Year? (Zacks)
08:05AM	Chevron to Exit Scotland Office in Global Restructuring Effort (Zacks)
Jun-30-25 08:50AM	RGC Resources (RGCO) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
Jun-24-25 07:56AM	RGC Resources (RGCO) Surges 9.1%: Is This an Indication of Further Gains? (Zacks)
Jun-13-25 10:16AM	ONEOK Gains From Fee-Based Earnings and Strategic Investments (Zacks)
Jun-09-25 09:55AM	RGC Resources (RGCO) Forms 'Hammer Chart Pattern': Time for Bottom Fishing? (Zacks)
Jun-04-25 09:40AM	Is RGC Resources (RGCO) Stock Outpacing Its Oils-Energy Peers This Year? (Zacks)
May-15-25 09:40AM	Is REX American Resources (REX) Stock Outpacing Its Oils-Energy Peers This Year? (Zacks) +6.11%
03:23AM	Loading…
May-09-25 03:23AM	RGC Resources Inc (RGCO) Q2 2025 Earnings Call Highlights: Strong Net Income Growth and ... (GuruFocus.com)
May-06-25 06:40PM	RGC Resources Inc. (RGCO) Tops Q2 Earnings and Revenue Estimates (Zacks)
06:10PM	Par Petroleum (PARR) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:30PM	RGC Resources, Inc. Reports Second Quarter Earnings (GlobeNewswire)
May-01-25 07:50AM	HF Sinclair (DINO) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
Apr-29-25 09:26AM	RGC Resources, Inc. Declares Quarterly Dividend (GlobeNewswire)
Apr-26-25 01:53AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 27 (Seeking Alpha)
Apr-24-25 04:30PM	RGC Resources, Inc. Schedules Second Quarter 2025 Earnings Call (GlobeNewswire)
08:23AM	CMS Energy: Fairly Valued, But The Stock Has Potential As A Safe-Haven Play (Seeking Alpha)
07:40AM	Valero Energy (VLO) Q1 Earnings and Revenues Beat Estimates (Zacks)
Apr-12-25 01:27AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 13 (Seeking Alpha)
Apr-10-25 03:09PM	RGC Resources: Worth Watching For A Good Entry Point (Seeking Alpha)
Apr-08-25 05:33AM	Par Petroleum (PARR) Moves 6.8% Higher: Will This Strength Last? (Zacks)
Mar-28-25 05:00PM	RGC Resources, Inc. Declares Quarterly Dividend (GlobeNewswire)
Feb-12-25 02:08AM	RGC Resources Inc (RGCO) Q1 2025 Earnings Call Highlights: Strong Gas Volume Growth and ... (GuruFocus.com)
12:38AM	Q1 2025 RGC Resources Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-10-25 05:35PM	RGC Resources Inc. (RGCO) Beats Q1 Earnings and Revenue Estimates (Zacks)
04:30PM	RGC Resources, Inc. Reports First Quarter Earnings (GlobeNewswire)
Jan-28-25 04:45PM	RGC Resources, Inc. Schedules First Quarter 2025 Earnings Call (GlobeNewswire)
Jan-27-25 04:45PM	RGC Resources Holds Annual Shareholders Meeting (GlobeNewswire)
Dec-10-24 12:00PM	All You Need to Know About RGC Resources (RGCO) Rating Upgrade to Buy (Zacks)
Dec-06-24 02:01AM	RGC Resources Inc (RGCO) Q4 2024 Earnings Call Highlights: Revenue Growth Amidst Challenges (GuruFocus.com)
Nov-25-24 04:15PM	RGC Resources, Inc. Schedules Fourth Quarter 2024 Earnings Call (GlobeNewswire)
Nov-22-24 04:15PM	RGC Resources, Inc. Raises Annual Dividend to $0.83 per Share (GlobeNewswire)
Nov-13-24 06:10PM	RGC Resources Inc. (RGCO) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:56PM	RGC Resources, Inc. Reports 2024 Earnings (GlobeNewswire)
Nov-07-24 04:10AM	RGC Resources (RGCO) Soars 13.0%: Is Further Upside Left in the Stock? (Zacks) -5.07%
Sep-30-24 04:30PM	RGC Resources, Inc. Declares Quarterly Dividend (GlobeNewswire) -5.67%
Aug-08-24 05:17AM	Q3 2024 RGC Resources Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-05-24 09:53PM	RGCO Stock Earnings: RGC Resources Misses EPS, Beats Revenue for Q3 2024 (InvestorPlace) -7.60%
06:25PM	RGC Resources Inc. (RGCO) Misses Q3 Earnings Estimates (Zacks)
04:30PM	RGC Resources, Inc. Reports Third Quarter Earnings (GlobeNewswire)
Jul-26-24 04:00PM	RGC Resources, Inc. Schedules Third Quarter 2024 Earnings Call (GlobeNewswire)
Jul-12-24 02:57PM	Strength Seen in RGC Resources (RGCO): Can Its 6.5% Jump Turn into More Strength? (Zacks)
Jun-14-24 03:00PM	Roanoke Gas Company Celebrates Historic Milestone: New Interstate Natural Gas Pipeline Mountain Valley Makes Initial Delivery to the Roanoke Valley (GlobeNewswire)
May-13-24 04:03PM	Which Stocks Insiders Bought Before/After Latest Earnings? (Insider Monkey)
May-07-24 09:00AM	RGC Resources, Inc. (NASDAQ:RGCO) Q2 2024 Earnings Call Transcript (Insider Monkey)
03:03AM	RGC Resources Inc (RGCO) (Q2 2024) Earnings Call Transcript Highlights: Key Financial Movements ... (GuruFocus.com)
May-06-24 10:42PM	Q2 2024 RGC Resources Inc Earnings Call (Thomson Reuters StreetEvents)
May-03-24 05:31AM	RGC Resources Inc (RGCO) Reports Mixed Q2 Earnings, Slightly Misses EPS Estimates (GuruFocus.com)
May-02-24 05:00PM	RGC Resources, Inc. Declares Quarterly Dividend (GlobeNewswire)
May-01-24 10:53PM	RGCO Stock Earnings: RGC Resources Misses EPS, Misses Revenue for Q2 2024 (InvestorPlace)
06:40PM	RGC Resources Inc. (RGCO) Misses Q2 Earnings and Revenue Estimates (Zacks)
05:00PM	RGC Resources, Inc. Reports Second Quarter Earnings (GlobeNewswire)
Apr-25-24 09:30AM	RGC Resources, Inc. Schedules Second Quarter 2024 Earnings Call (GlobeNewswire)
Apr-17-24 11:45AM	RGC Resources Inc. (RGCO) Could Be a Great Choice (Zacks)
Mar-15-24 11:45AM	RGC Resources Inc. (RGCO) Could Be a Great Choice (Zacks)
Feb-12-24 11:45AM	Why RGC Resources Inc. (RGCO) is a Great Dividend Stock Right Now (Zacks)
Feb-08-24 08:08AM	RGC Resources, Inc. (NASDAQ:RGCO) Q1 2024 Earnings Call Transcript (Insider Monkey)
Feb-07-24 10:33PM	Q1 2024 RGC Resources Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-06-24 03:30PM	RGC Resources, Inc. Declares 320th Consecutive Quarterly Dividend (GlobeNewswire)
09:51AM	RGC Resources Inc (RGCO) Reports Increased Earnings in First Quarter (GuruFocus.com)
Feb-05-24 05:30PM	RGC Resources, Inc. Reports First Quarter Earnings (GlobeNewswire)
Jan-29-24 05:00PM	RGC Resources Holds Annual Shareholders Meeting (GlobeNewswire)
Jan-26-24 06:00PM	RGC Resources, Inc. Schedules First Quarter 2024 Earnings Call (GlobeNewswire)
Dec-07-23 12:00PM	RGC Resources Inc. (RGCO) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
Nov-28-23 03:45PM	RGC Resources, Inc. Raises Annual Dividend to $0.80 per Share (GlobeNewswire)
Nov-22-23 12:00PM	RGC Resources, Inc. Schedules Fourth Quarter 2023 Earnings Call (GlobeNewswire)
05:31AM	RGC Resources Inc (RGCO) Reports Turnaround with Earnings of $11.3 Million for Fiscal 2023 (GuruFocus.com)
Nov-20-23 08:45AM	RGC Resources, Inc. Reports 2023 Earnings (GlobeNewswire)
Sep-27-23 12:00PM	RGC Resources, Inc. Declares Quarterly Dividend (GlobeNewswire)
Aug-10-23 10:59AM	RGC Resources, Inc. (NASDAQ:RGCO) Q3 2023 Earnings Call Transcript (Insider Monkey)
Aug-07-23 09:48PM	Q3 2023 RGC Resources Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-03-23 05:30PM	RGC Resources, Inc. Reports Third Quarter Earnings (GlobeNewswire)
Jul-29-23 10:44AM	RGC Resources, Inc.'s (NASDAQ:RGCO) top owners are individual investors with 46% stake, while 35% is held by institutions (Simply Wall St.)
Jul-21-23 04:23PM	RGC Resources, Inc. Schedules Third Quarter 2023 Earnings Call (GlobeNewswire)
Jul-11-23 08:21AM	BP Settles U.S. Gas Market Manipulation Case for $10.7M (Zacks)
08:08AM	Petrobras (PBR) to Buy Assets After Decade-Long Divestitures (Zacks)
Jul-10-23 09:22AM	BP Negotiates With Insurers for GBP 30 Billion Pension Scheme (Zacks)
Jul-06-23 11:09AM	Transocean (RIG) Reports Exercise of Options for Rig Drilling (Zacks)

RGC Resources, Inc. is a holding company, which engages in the distribution and sale of natural gas to residential, commercial, and industrial users in its service territory. The firm operates through the following segments: Gas Utility, Investment in Affiliates, and Parent and Other. The Gas Utility segment focuses on tariff rates and other regulatory mechanisms through which it provides for the sale and distribution of natural gas to customers. The Investment in Affiliates includes investment activities in MVP and Southgate projects. The Parent and Other segment consists of unregulated activities and corporate eliminations. The company was founded on July 31, 1998 and is headquartered in Roanoke, VA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Oliver Lawrence T.	Senior VP and Secretary	Dec 01 '25	Buy	22.27	13	300	24,008	Dec 03 12:03 PM
Miles Christen Brooke	VP, Human Resources	Dec 01 '25	Buy	22.27	7	150	6,884	Dec 03 12:02 PM
Furcron Thomas Patrick	VP, Field Operations	Dec 01 '25	Buy	22.27	29	645	1,148	Dec 03 12:01 PM
Furcron Thomas Patrick	VP, Field Operations	Nov 03 '25	Buy	20.90	21	430	1,119	Nov 05 11:36 AM
Oliver Lawrence T.	Senior VP and Secretary	Nov 03 '25	Buy	20.90	10	200	23,995	Nov 05 11:35 AM
Miles Christen Brooke	VP, Human Resources	Nov 03 '25	Buy	20.90	5	100	6,877	Nov 05 11:35 AM
Furcron Thomas Patrick	VP, Field Operations	Oct 01 '25	Buy	22.50	19	430	1,087	Oct 03 11:44 AM
Miles Christen Brooke	VP, Human Resources	Oct 01 '25	Buy	22.50	4	100	6,805	Oct 03 11:43 AM
Oliver Lawrence T.	Senior VP and Secretary	Oct 01 '25	Buy	22.50	9	200	23,779	Oct 03 11:42 AM
Furcron Thomas Patrick	VP, Field Operations	Sep 02 '25	Buy	22.12	19	430	1,068	Sep 03 02:33 PM
Miles Christen Brooke	VP, Human Resources	Sep 02 '25	Buy	22.12	5	100	6,800	Sep 03 02:31 PM
Oliver Lawrence T.	VP and Secretary	Sep 02 '25	Buy	22.12	9	200	23,770	Sep 03 02:29 PM
Oliver Lawrence T.	VP and Secretary	Aug 01 '25	Buy	19.68	10	200	23,761	Aug 05 11:46 AM
Furcron Thomas Patrick	VP, Field Operations	Aug 01 '25	Buy	19.68	22	430	1,049	Aug 05 11:44 AM
Miles Christen Brooke	VP, Human Resources	Aug 01 '25	Buy	19.68	5	100	6,796	Aug 05 11:41 AM
Furcron Thomas Patrick	VP, Field Operations	Jul 01 '25	Buy	22.84	19	430	1,016	Jul 03 09:31 AM
Miles Christen Brooke	VP, Human Resources	Jul 01 '25	Buy	22.84	4	100	6,720	Jul 03 09:29 AM
Oliver Lawrence T.	VP and Secretary	Jul 01 '25	Buy	22.84	9	200	23,535	Jul 03 09:27 AM
Furcron Thomas Patrick	VP, Field Operations	Jun 24 '25	Sale	22.16	272	6,026	997	Jul 02 10:39 AM
Oliver Lawrence T.	VP and Secretary	Jun 02 '25	Buy	20.46	10	200	23,526	Jun 04 08:52 AM
Miles Christen Brooke	VP, Human Resources	Jun 02 '25	Buy	20.46	5	100	6,715	Jun 04 08:50 AM
Oliver Lawrence T.	VP and Secretary	May 01 '25	Buy	21.10	9	200	23,516	May 05 03:01 PM
Miles Christen Brooke	VP, Human Resources	May 01 '25	Buy	21.10	5	100	6,710	May 05 03:00 PM
Oliver Lawrence T.	VP and Secretary	Apr 01 '25	Buy	21.01	10	200	23,307	Apr 03 02:45 PM
Miles Christen Brooke	VP, Human Resources	Apr 01 '25	Buy	21.01	5	100	6,640	Apr 03 02:43 PM
Oliver Lawrence T.	VP and Secretary	Mar 03 '25	Buy	19.63	10	200	23,297	Mar 05 03:49 PM
Miles Christen Brooke	VP, Human Resources	Mar 03 '25	Buy	19.63	5	100	6,636	Mar 05 03:47 PM
JOHNSTON ROBERT B	Director	Mar 03 '25	Buy	19.68	400	7,872	64,400	Mar 05 03:36 PM
Nester Paul W	President & CEO	Mar 03 '25	Buy	19.76	500	9,879	118,475	Mar 05 03:34 PM
Oliver Lawrence T.	VP and Secretary	Feb 03 '25	Buy	20.56	10	200	23,287	Feb 05 02:01 PM
Miles Christen Brooke	VP, Human Resources	Feb 03 '25	Buy	20.56	5	100	6,630	Feb 05 02:01 PM
Miles Christen Brooke	VP, Human Resources	Jan 02 '25	Buy	20.00	5	100	3,894	Jan 06 01:57 PM
Oliver Lawrence T.	VP and Secretary	Jan 02 '25	Buy	20.00	10	200	17,978	Jan 06 01:56 PM
Nester Paul W	President & CEO	Dec 19 '24	Buy	19.80	500	9,900	104,387	Dec 23 10:47 AM
JOHNSTON ROBERT B	Director	Dec 19 '24	Buy	19.77	995	19,671	64,000	Dec 20 02:39 PM

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