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OWL

Blue Owl Capital Inc

Feb 17 • 04:00PM ET

12.08

-0.22 -1.79 %

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	119.25	EPS (ttm)	0.10	Insider Own	6.27%	Shs Outstand	664.80M	Perf Week	-4.43%
Market Cap	18.84B	Forward P/E	10.91	EPS next Y	1.11	Insider Trans	1.15%	Shs Float	623.15M	Perf Month	-23.50%
Enterprise Value	26.36B	PEG	0.69	EPS next Q	0.19	Inst Own	96.95%	Short Float	12.62%	Perf Quarter	-18.49%
Income	78.83M	P/S	6.56	EPS this Y	12.55%	Inst Trans	1.67%	Short Ratio	4.52	Perf Half Y	-36.55%
Sales	2.87B	P/B	3.50	EPS next Y	17.09%	ROA	0.45%	Short Interest	78.61M	Perf YTD	-19.14%
Book/sh	3.45	P/C	137.24	EPS next 5Y	15.80%	ROE	2.41%	52W High	24.28 -50.25%	Perf Year	-49.54%
Cash/sh	0.09	P/FCF	16.39	EPS past 3/5Y	- -	ROIC	1.30%	52W Low	10.88 11.03%	Perf 3Y	-10.65%
Dividend Est.	0.92 (7.62%)	EV/EBITDA	30.60	Sales past 3/5Y	27.97% 62.95%	Gross Margin	100.00%	Volatility	5.08% 5.26%	Perf 5Y	15.60%
Dividend TTM	0.85 (7.08%)	EV/Sales	9.19	EPS Y/Y TTM	-41.15%	Oper. Margin	17.77%	ATR (14)	0.69	Perf 10Y	-
Dividend Ex-Date	Feb 20, 2026	Quick Ratio	1.25	Sales Y/Y TTM	25.04%	Profit Margin	2.75%	RSI (14)	31.88	Recom	1.53
Dividend Gr. 3/5Y	25.50% -	Current Ratio	1.25	EPS Q/Q	410.95%	SMA20	-10.53%	Beta	1.13	Target Price	17.90
Payout	855.00%	Debt/Eq	1.65	Sales Q/Q	19.68%	SMA50	-18.49%	Rel Volume	1.13	Prev Close	12.30
Employees	1100	LT Debt/Eq	1.65	Earnings	Feb 05 BMO	SMA200	-29.64%	Avg Volume	17.39M	Price	12.08
IPO	Dec 14, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.95% -1.45%	Trades		Volume	19,572,119	Change	-1.79%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-11-25	Resumed	UBS	Neutral	$18
Dec-10-25	Upgrade	Raymond James	Mkt Perform → Strong Buy	$20
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

Show Previous Ratings

Feb-14-26 08:30AM	The stock market is reflecting fears of an AI apocalypse for white-collar jobs (MarketWatch)
Feb-12-26 02:21PM	Stack Infrastructure Seeks A$3 Billion Loan for Melbourne AI Data Center (GuruFocus.com)
02:20PM	Nscale Secures $1.4 Billion Loan to Fund Nvidia GPU Purchases (GuruFocus.com)
10:38AM	The 'AI-Phobia' Hammered These 4 Sectors: Time To Buy The Dip? (Benzinga)
Feb-11-26 12:53PM	Stock Market Today, Feb. 11: Stocks pop, plummet, then moderate after unexpectedly strong jobs report (TheStreet)
12:33PM	Loading…
12:33PM	Meta Auditor EY Raised Red Flag on Data-Center Accounting (The Wall Street Journal)
08:00AM	Blue Owl Capital Closes Inaugural Strategic Equity Secondaries Strategy with Over $3 Billion Raised Across Institutional and Private Wealth Channels (PR Newswire)
Feb-10-26 04:16PM	Five Point Holdings, LLC Announces New Hearthstone Residential Land Banking Investment Partnership With Blue Owl Managed Funds (Business Wire)
02:56PM	Blue Owl Capital (OWL)'s CEO Mark Lipschultz Says AI Could Not Temper Software and Technology-Linked Businesses (Insider Monkey)
Feb-08-26 10:31AM	Blue Owl Capital (OWL) Gets Price Target Cut Despite Record Q4 Earnings (Insider Monkey)
09:38AM	How the Software Panic Hit Private Credit-and Why Some BDC Stocks Might Be Worth Buying (Barrons.com)
Feb-06-26 10:08PM	Blue Owl Capital Q4 Earnings Call Highlights (MarketBeat) +7.65%
11:58AM	AI Software Fears Hit Private Credit as Blue Owl Slides 26% (GuruFocus.com)
05:30AM	Private Markets' AI Panic: When 'Recurring Revenue' Isn't (The Wall Street Journal)
Feb-05-26 05:45PM	TPG Posts Record Fundraising and Investment Volumes in 2025 (The Wall Street Journal)
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04:06PM	Blue Owl Capital Inc (OWL) Q4 2025 Earnings Call Highlights: Record Fundraising and Strong ... (GuruFocus.com)
03:58PM	Analyst Report: Blue Owl Capital Inc. (Morningstar Research)
03:19PM	Blue Owl Dismisses Software Debt Fears After Shares Slide (The Wall Street Journal)
10:52AM	Why the software stock sell-off may be bad news for private credit (Yahoo Finance Video)
10:40AM	Ares and Blue Owl Say They Had a Good 2025. The Stock Market Is Worried About 2026. (Barrons.com)
10:02AM	Billions wiped off shadow banks as AI threatens wave of defaults (The Telegraph)
09:30AM	Compared to Estimates, Blue Owl Capital (OWL) Q4 Earnings: A Look at Key Metrics (Zacks)
08:53AM	Software ate the world. Now, Wall Street is worried AI will eat software. (MarketWatch)
08:15AM	Blue Owl Capital Inc. (OWL) Q4 Earnings Beat Estimates (Zacks)
07:00AM	Blue Owl Capital Inc. Fourth Quarter 2025 Results (PR Newswire)
Feb-04-26 06:15PM	Victory Capital Holdings (VCTR) Q4 Earnings and Revenues Beat Estimates (Zacks)
12:05PM	Ares Capital Reports Earnings With Private Credit Under Pressure (Barrons.com)
09:56AM	Heard on the Street: A Bad Time for Private Credits Trust-Me Numbers (The Wall Street Journal)
03:26AM	Heard on the Street Tuesday Recap: Code Red (The Wall Street Journal)
12:00AM	Banks seek out new buyers for Oracle data centre loans (Financial Times)
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Feb-03-26 05:14PM	Heard on the Street Recap: Code Red (The Wall Street Journal) -9.76%
04:38PM	Blackstone Stock, Alternative Managers, BDCs Dive as Software Woes Infect Private Credit (Barrons.com)
03:46PM	AI Disruption Fears Roil Software Industry, and the Stock Market (The Wall Street Journal)
02:04PM	Software Slump Drags Down Private-Fund Managers (The Wall Street Journal)
01:00PM	AI Fears Sink Shares of Private-Credit Fund Managers (The Wall Street Journal)
Feb-02-26 10:00AM	TPG Inc. (TPG) Earnings Expected to Grow: Should You Buy? (Zacks)
Feb-01-26 10:03PM	Clock ticks for $295 billion shadow bank amid secret bank run (TheStreet)
Jan-31-26 02:30AM	The Exit Rush Is Over for Nontraded BDCs. Cash Keeps Coming Into Private Credit. (Barrons.com)
Jan-29-26 02:31PM	Cracks in Financial Stocks Raise Concerns. 3 Charts Tell the Story. (Barrons.com)
11:11AM	Blackstone Weighs Deeper Role in Oracle's $14 Billion Michigan Data Center Financing (GuruFocus.com)
10:11AM	Oracles Value Is Cut In Half From 2025 Peak as AI Caution Rises (Bloomberg)
10:00AM	Blue Owl Capital Inc. (OWL) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
04:34AM	Blue Owl Capital Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - OWL (PR Newswire)
Jan-28-26 05:15PM	SEI Investments (SEIC) Tops Q4 Earnings and Revenue Estimates (Zacks)
06:57AM	Encouraging Sentiment for Blue Owl (OWL) After Q4 Preview (Insider Monkey)
Jan-27-26 08:00AM	Blue Owl Capital Inc. to Present at the Bank of America 2026 Financial Services Conference (PR Newswire)
Jan-26-26 10:48PM	Blue Owl's James Clarke on Private Credit Outlook (Bloomberg)
07:34PM	Analyst Report: Blue Owl Capital Inc. (Morningstar Research)
04:23AM	Blue Owl Capital Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - OWL (PR Newswire)
Jan-21-26 09:00PM	Private-Credit Investors Are Cashing Out in Droves (The Wall Street Journal)
03:15PM	Despite Credit Fears, Private Asset Managers Press On (Barrons.com)
Jan-20-26 01:37PM	New Era Energy & Digital (NUAI) Stock Skyrockets: What's Causing The Surge? (Benzinga)
Jan-18-26 12:00PM	Retirement plan sponsors slow-walk private asset adoption, new report finds (Yahoo Finance)
Jan-16-26 09:30PM	New Era Energy & Digital Partners with Primary Digital Infrastructure to Co-Develop Up to 1+ Gigawatt Hyperscale Data Center Campus in Texas (Business Wire)
09:50AM	ICE Targets Meta Site Under Construction in Rural Louisiana (The Wall Street Journal)
Jan-14-26 04:04PM	Publicly Traded Lending Funds Are Cheap. Why Earnings Will Fall. (Barrons.com)
01:04PM	Elon Musk Net Worth Is So Large, He Could Buy Every MLB, NBA, NFL, NHL Team And Still Have $103 Billion Left (Benzinga)
02:31AM	Blue Owl Capital Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - OWL (PR Newswire)
Jan-09-26 12:38PM	Private Credits Biggest BDCs Grappling With Investor Exodus (Wealth Management)
Jan-07-26 08:30AM	Blue Owl Technology Finance Corp. Schedules Earnings Release and Quarterly Earnings Call to Discuss its Fourth Quarter and Fiscal Year Ended December 31, 2025 Financial Results (PR Newswire)
08:30AM	Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its Fourth Quarter and Fiscal Year Ended December 31, 2025 Financial Results (PR Newswire)
08:00AM	Blue Owl Capital Inc. to Announce Fourth Quarter 2025 Results (PR Newswire)
Jan-05-26 08:15AM	Aktis Oncology seeks to raise $212 million in Nasdaq IPO (Investing.com)
Jan-03-26 03:00PM	AI Debt Spree Is Fueling a Credit Trading Frenzy: Credit Weekly (Bloomberg)
Dec-30-25 09:00AM	Blue Owl Capital Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before February 2, 2026 to Discuss Your Rights - OWL (PR Newswire)
Dec-29-25 02:38AM	Blue Owl Capital Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - OWL (PR Newswire)
Dec-24-25 01:35PM	Forget The Chips: Oracle Wins Phase 2 of AI (MarketBeat)
06:35AM	AI Weekly: Oracle shares dive, Nvidia's China move (Reuters Videos)
12:00AM	Tech groups shift $120bn of AI data centre debt off balance sheets (Financial Times)
Dec-23-25 09:00AM	Transformco, Fidem Financial and Funds Managed by Blue Owl Launch Aress, a Next-Generation Co-Brand Credit Card Servicing Platform (Business Wire)
Dec-22-25 08:51AM	Oracle May Not Be Able to Build Its Michigan Data Center After All. Should You Sell ORCL Stock Now? (Barchart)
12:03AM	Here Are the Top ETFs Holding Oracle after Its Nosedive (The Daily Upside)
Dec-21-25 11:00AM	Breaking out the 'selective scalpel': Wall Street sees AI stock trade as intact (Yahoo Finance)
10:14AM	Jim Cramer on Blue Owl Capital: "Discipline is Coming" (Insider Monkey)
08:30AM	Here's your big free reminder on AI stocks for 2026 (Yahoo Finance)
05:30AM	The Private-Credit Party Turns Ugly for Individual Investors (The Wall Street Journal)
Dec-20-25 03:00PM	AI boom brings flood of debt to ultrasafe market (Bloomberg)
12:43PM	Oracle just made a power move Wall Street cant ignore (TheStreet)
Dec-19-25 02:37PM	Did You Lose Money in Your Blue Owl Capital Inc. Investment? Contact Robbins LLP for Information About Your Rights Against OWL. (Business Wire)
06:19AM	Oracle's AI Data Center Deal Triggers Wall Street Jitters (GuruFocus.com)
Dec-18-25 02:50PM	What it takes to construct an AI data center, Hut 8 CEO outlines (Yahoo Finance Video)
09:37AM	Stock Market News for Dec 18, 2025 (Zacks)
08:50AM	Here Are Thursdays Top Wall Street Analyst Research Calls: Digital Realty, GE Vernova, Micron Technology, Merck & Co., Rivian, United Airlines, and More (24/7 Wall St.)
07:03AM	AI Fears Are Fickle. Why Oracle Woes Present a Stock Market Opportunity and 5 Other Things to Know Today. (Barrons.com)
06:09AM	S&P 500, Nasdaq and Dow Falls as Tech Slips Ahead of Inflation Data (GuruFocus.com)
12:36AM	Why Oracle Stock Crashed On Wednesday (GuruFocus.com)
Dec-17-25 06:18PM	Wall Street closes lower as AI funding jitters drag tech stocks (Reuters Videos)
04:48PM	Oracle slides on AI overpromise, says market expert (Reuters Videos)
04:31PM	Oracles $10bn Michigan data centre in limbo after Blue Owl funding talks stall (Financial Times)
04:31PM	These Stocks Moved the Most Today: Tesla, Paramount Skydance, Medline, Oracle, Lennar, Micron, Hut 8, and More (Barrons.com)
04:01PM	Nasdaq Falls 1.8% Despite Largest IPO in 4 Years (Barrons.com)
04:00PM	Stock market today: Dow, S&P 500, Nasdaq sink as Oracle stock gets hit over AI funding worries (Yahoo Finance)
03:44PM	Stock market today: Nasdaq sinks, leading Dow, S&P 500 lower as Oracle shares plummet (Yahoo Finance)
03:23PM	AI stocks slide as $10bn data centre funding falls through (The Telegraph)
03:15PM	Why Nvidia, Broadcom and other AI stocks are falling sharply (MarketWatch)
02:23PM	Oracle-Blue Owl Split Over Data Center Rattles Markets Banking on AI Boom (Bloomberg)
02:08PM	Oracle's largest data center partner walks, source says; shares fall (Reuters Videos)
01:52PM	Oracle Stock Falls After Report Raises Concerns About Data Center Funding (Investor's Business Daily)
12:35PM	Oracle stock sinks as reported AI data center snag puts rising debt in focus (Yahoo Finance)
12:09PM	Oracle Data Center Expansion Faces Funding Setback (GuruFocus.com)

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	6.67	EPS (ttm)	0.84	Insider Own	6.50%	Shs Outstand	40.40M	Perf Week	1.08%
Market Cap	227.05M	Forward P/E	5.79	EPS next Y	0.97	Insider Trans	147.08%	Shs Float	37.77M	Perf Month	-16.37%
Enterprise Value	667.27M	PEG	-	EPS next Q	0.26	Inst Own	10.61%	Short Float	7.19%	Perf Quarter	-5.42%
Income	33.91M	P/S	2.38	EPS this Y	-23.84%	Inst Trans	-	Short Ratio	6.37	Perf Half Y	-9.95%
Sales	95.33M	P/B	0.64	EPS next Y	-8.95%	ROA	4.20%	Short Interest	2.71M	Perf YTD	-14.07%
Book/sh	8.79	P/C	7.94	EPS next 5Y	-14.73%	ROE	9.43%	52W High	8.18 -31.25%	Perf Year	-28.28%
Cash/sh	0.71	P/FCF	8.29	EPS past 3/5Y	-30.81% -8.51%	ROIC	4.12%	52W Low	5.22 7.58%	Perf 3Y	-53.68%
Dividend Est.	1.08 (19.31%)	EV/EBITDA	10.87	Sales past 3/5Y	3.92% 0.78%	Gross Margin	83.45%	Volatility	3.27% 2.88%	Perf 5Y	-60.59%
Dividend TTM	1.06 (18.81%)	EV/Sales	7.00	EPS Y/Y TTM	298.86%	Oper. Margin	64.38%	ATR (14)	0.18	Perf 10Y	-40.84%
Dividend Ex-Date	Dec 16, 2025	Quick Ratio	8.52	Sales Y/Y TTM	206.13%	Profit Margin	35.57%	RSI (14)	33.74	Recom	3.25
Dividend Gr. 3/5Y	-0.93% -0.56%	Current Ratio	8.52	EPS Q/Q	-33.31%	SMA20	-6.19%	Beta	1.39	Target Price	6.54
Payout	170.82%	Debt/Eq	1.32	Sales Q/Q	2.22%	SMA50	-10.76%	Rel Volume	0.58	Prev Close	5.65
Employees	-	LT Debt/Eq	1.32	Earnings	Nov 05 AMC	SMA200	-11.88%	Avg Volume	426.01K	Price	5.62
IPO	Mar 06, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	-11.26% -6.44%	Trades		Volume	248,195	Change	-0.53%

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

Feb-04-26 05:50PM	Gladstone Capital (GLAD) Surpasses Q1 Earnings Estimates (Zacks)
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)
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04:20PM	TriplePoint Venture Growth BDC Corp. Announces Third Quarter 2025 Financial Results (Business Wire)
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)
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Aug-05-25 10:23AM	Earnings To Watch: TriplePoint Venture Growth BDC Corp (TPVG) Reports Q2 2025 Result (GuruFocus.com)
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)
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Mar-26-25 03:08PM	Golub Capital BDC's NAV, Valuation And Dividend Vs. 11 BDC Peers - Part 2 (Includes Updated Dividend Projections) (SeekingAlpha)
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)

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	Jan 12 '26	Buy	6.66	23,799	158,508	1,998,489	Jan 13 10:50 AM
Labe James	Chief Executive Officer	Jan 09 '26	Buy	6.56	16,000	104,923	1,974,690	Jan 13 10:50 AM
Srivastava Sajal	President and CIO	Jan 12 '26	Buy	6.66	23,799	158,508	1,998,489	Jan 13 10:50 AM
Srivastava Sajal	President and CIO	Jan 09 '26	Buy	6.56	16,000	104,923	1,974,690	Jan 13 10:50 AM
Srivastava Sajal	President and CIO	Jan 07 '26	Buy	6.43	30,877	198,570	1,941,857	Jan 09 05:43 PM
Srivastava Sajal	President and CIO	Jan 08 '26	Buy	6.61	16,833	111,202	1,958,690	Jan 09 05:43 PM
Labe James	Chief Executive Officer	Jan 07 '26	Buy	6.43	30,877	198,570	1,941,857	Jan 09 05:43 PM
Labe James	Chief Executive Officer	Jan 08 '26	Buy	6.61	16,833	111,202	1,958,690	Jan 09 05:43 PM
Labe James	Chief Executive Officer	Jan 05 '26	Buy	6.70	40,000	267,988	1,876,980	Jan 07 08:11 PM
Labe James	Chief Executive Officer	Jan 06 '26	Buy	6.61	34,000	224,886	1,910,980	Jan 07 08:11 PM
Srivastava Sajal	President and CIO	Jan 05 '26	Buy	6.70	40,000	267,988	1,876,980	Jan 07 08:11 PM
Srivastava Sajal	President and CIO	Jan 06 '26	Buy	6.61	34,000	224,886	1,910,980	Jan 07 08:11 PM
Labe James	Chief Executive Officer	Dec 31 '25	Buy	6.55	30,459	199,375	1,809,827	Jan 05 07:27 PM
Labe James	Chief Executive Officer	Jan 02 '26	Buy	6.60	27,153	179,327	1,836,980	Jan 05 07:27 PM
Srivastava Sajal	President and CIO	Dec 31 '25	Buy	6.55	30,459	199,375	1,809,827	Jan 05 07:27 PM
Srivastava Sajal	President and CIO	Jan 02 '26	Buy	6.60	27,153	179,327	1,836,980	Jan 05 07:27 PM
Srivastava Sajal	President and CIO	Dec 29 '25	Buy	6.34	27,410	173,911	1,739,554	Dec 31 10:24 AM
Srivastava Sajal	President and CIO	Dec 30 '25	Buy	6.45	25,000	161,250	1,764,554	Dec 31 10:24 AM
Labe James	Chief Executive Officer	Dec 29 '25	Buy	6.34	27,410	173,911	1,739,554	Dec 31 10:24 AM
Labe James	Chief Executive Officer	Dec 30 '25	Buy	6.45	25,000	161,250	1,764,554	Dec 31 10:24 AM
Labe James	Chief Executive Officer	Dec 23 '25	Buy	6.29	31,910	200,596	1,653,788	Dec 29 12:34 PM
Labe James	Chief Executive Officer	Dec 26 '25	Buy	6.30	31,600	199,064	1,712,144	Dec 29 12:34 PM
Labe James	Chief Executive Officer	Dec 22 '25	Buy	6.29	26,900	169,185	1,621,878	Dec 29 12:34 PM
Labe James	Chief Executive Officer	Dec 24 '25	Buy	6.30	26,756	168,635	1,680,544	Dec 29 12:34 PM
Srivastava Sajal	President and CIO	Dec 23 '25	Buy	6.29	31,910	200,596	1,653,788	Dec 29 12:33 PM
Srivastava Sajal	President and CIO	Dec 26 '25	Buy	6.30	31,600	199,064	1,712,144	Dec 29 12:33 PM
Srivastava Sajal	President and CIO	Dec 22 '25	Buy	6.29	26,900	169,185	1,621,878	Dec 29 12:33 PM
Srivastava Sajal	President and CIO	Dec 24 '25	Buy	6.30	26,756	168,635	1,680,544	Dec 29 12:33 PM
Labe James	Chief Executive Officer	Dec 19 '25	Buy	6.25	29,000	181,267	1,594,978	Dec 22 12:26 PM
Labe James	Chief Executive Officer	Dec 18 '25	Buy	6.30	25,000	157,548	1,565,978	Dec 22 12:26 PM
Srivastava Sajal	President and CIO	Dec 19 '25	Buy	6.25	29,000	181,267	1,594,978	Dec 22 12:26 PM
Srivastava Sajal	President and CIO	Dec 18 '25	Buy	6.30	25,000	157,548	1,565,978	Dec 22 12:26 PM
Srivastava Sajal	President and CIO	Dec 16 '25	Buy	6.18	39,044	241,378	1,513,078	Dec 18 01:35 PM
Srivastava Sajal	President and CIO	Dec 17 '25	Buy	6.19	27,900	172,832	1,540,978	Dec 18 01:35 PM
Labe James	Chief Executive Officer	Dec 16 '25	Buy	6.18	39,044	241,378	1,513,078	Dec 18 01:35 PM
Labe James	Chief Executive Officer	Dec 17 '25	Buy	6.19	27,900	172,832	1,540,978	Dec 18 01:35 PM
Srivastava Sajal	President and CIO	Dec 15 '25	Buy	6.46	30,000	193,680	1,474,034	Dec 16 10:54 AM
Srivastava Sajal	President and CIO	Dec 12 '25	Buy	6.64	19,919	132,292	1,444,034	Dec 16 10:54 AM
Labe James	Chief Executive Officer	Dec 15 '25	Buy	6.46	30,000	193,680	1,474,034	Dec 16 10:54 AM
Labe James	Chief Executive Officer	Dec 12 '25	Buy	6.64	19,919	132,292	1,444,034	Dec 16 10:54 AM
Labe James	Chief Executive Officer	Dec 10 '25	Buy	6.78	27,200	184,473	1,399,525	Dec 12 10:41 AM
Labe James	Chief Executive Officer	Dec 11 '25	Buy	6.69	24,590	164,505	1,424,115	Dec 12 10:41 AM
Srivastava Sajal	President and CIO	Dec 10 '25	Buy	6.78	27,200	184,473	1,399,525	Dec 12 10:41 AM
Srivastava Sajal	President and CIO	Dec 11 '25	Buy	6.69	24,590	164,505	1,424,115	Dec 12 10:41 AM
Labe James	Chief Executive Officer	Dec 08 '25	Buy	6.68	48,514	324,238	1,366,734	Dec 10 03:59 PM
Labe James	Chief Executive Officer	Dec 09 '25	Buy	6.72	5,591	37,572	1,372,325	Dec 10 03:59 PM
Srivastava Sajal	President and CIO	Dec 08 '25	Buy	6.68	48,514	324,238	1,366,734	Dec 10 03:59 PM
Srivastava Sajal	President and CIO	Dec 09 '25	Buy	6.72	5,591	37,572	1,372,325	Dec 10 03:59 PM
Srivastava Sajal	President and CIO	Dec 05 '25	Buy	6.81	47,741	325,002	1,318,220	Dec 09 05:12 PM
Labe James	Chief Executive Officer	Dec 05 '25	Buy	6.81	47,741	325,002	1,318,220	Dec 09 05:12 PM
Srivastava Sajal	President and CIO	Dec 04 '25	Buy	6.62	47,713	316,084	1,270,479	Dec 05 12:46 PM
Srivastava Sajal	President and CIO	Dec 03 '25	Buy	6.57	24,000	157,658	1,222,766	Dec 05 12:46 PM
Labe James	Chief Executive Officer	Dec 04 '25	Buy	6.62	47,713	316,084	1,270,479	Dec 05 12:46 PM
Labe James	Chief Executive Officer	Dec 03 '25	Buy	6.57	24,000	157,658	1,222,766	Dec 05 12:46 PM
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

Open in Screener

WAFD

WaFd Inc

Feb 17 • 04:00PM ET

33.04

+0.16 0.49 %

Financial • Banks - Regional • USA • NASD

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

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

Index	RUT	P/E	11.44	EPS (ttm)	2.89	Insider Own	1.68%	Shs Outstand	76.45M	Perf Week	-1.14%
Market Cap	2.51B	Forward P/E	10.21	EPS next Y	3.23	Insider Trans	-0.02%	Shs Float	74.59M	Perf Month	-2.05%
Enterprise Value	-	PEG	-	EPS next Q	0.75	Inst Own	79.70%	Short Float	2.85%	Perf Quarter	7.69%
Income	228.37M	P/S	1.80	EPS this Y	17.49%	Inst Trans	-1.23%	Short Ratio	3.15	Perf Half Y	8.08%
Sales	1.39B	P/B	0.93	EPS next Y	4.69%	ROA	0.88%	Short Interest	2.12M	Perf YTD	3.15%
Book/sh	35.70	P/C	-	EPS next 5Y	-	ROE	8.03%	52W High	34.29 -3.66%	Perf Year	10.98%
Cash/sh	-	P/FCF	11.64	EPS past 3/5Y	-8.06% 3.11%	ROIC	4.14%	52W Low	23.75 39.12%	Perf 3Y	-10.44%
Dividend Est.	1.09 (3.31%)	EV/EBITDA	-	Sales past 3/5Y	24.34% 14.32%	Gross Margin	-	Volatility	2.24% 2.34%	Perf 5Y	11.06%
Dividend TTM	1.08 (3.27%)	EV/Sales	-	EPS Y/Y TTM	33.37%	Oper. Margin	22.40%	ATR (14)	0.73	Perf 10Y	56.94%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	-	Sales Y/Y TTM	-6.67%	Profit Margin	16.41%	RSI (14)	52.24	Recom	3.00
Dividend Gr. 3/5Y	4.04% 4.23%	Current Ratio	0.14	EPS Q/Q	46.74%	SMA20	0.87%	Beta	0.83	Target Price	33.38
Payout	40.61%	Debt/Eq	0.82	Sales Q/Q	-5.08%	SMA50	0.72%	Rel Volume	0.89	Prev Close	32.88
Employees	1979	LT Debt/Eq	0.82	Earnings	Jan 15 AMC	SMA200	7.65%	Avg Volume	674.83K	Price	33.04
IPO	Nov 09, 1982	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.64% -0.76%	Trades		Volume	598,743	Change	0.49%

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

Feb-09-26 11:00PM	WaFd Bank (WAFD): Buy, Sell, or Hold Post Q4 Earnings? (StockStory)
Feb-05-26 12:07AM	WaFd Shareholders Reelect Directors, Back Say-on-Pay and Deloitte at Virtual Annual Meeting (MarketBeat)
Feb-03-26 05:00PM	WaFd, Inc. Announces Cash Dividend of 27 cents per share and Increase in Share Repurchase Authorization (Business Wire)
Jan-23-26 11:18AM	EWBC Stock Dips Despite Q4 Earnings Beat, Revenues & Costs Rise Y/Y (Zacks)
09:00AM	Sallie Mae Tops Q4 Earnings on Y/Y Rise in NII & Non-Interest Income (Zacks)
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Jan-22-26 12:32AM	The Top 5 Analyst Questions From WaFd Bank's Q4 Earnings Call (StockStory)
Jan-21-26 01:06PM	Bank OZK Shares Fall as Q4 Earnings Miss Estimates, Provisions Rise (Zacks)
10:18AM	HWC Q4 Earnings Beat Estimates on Fee Income & NII, Shares Dip (Zacks)
08:14AM	FNB's Q4 Earnings Beat Estimates on Higher NII & Lower Provisions (Zacks)
Jan-20-26 08:00PM	WaFd Inc (WAFD) Q1 2026 Earnings Call Highlights: Strong Income Growth Amid Credit Challenges (GuruFocus.com)
Jan-17-26 05:10AM	WAFD Q4 Deep Dive: Margin Pressure, Deposit Shifts, and Credit Quality Outlook (StockStory)
Jan-16-26 11:35AM	WaFd Q1 Earnings Call Highlights (MarketBeat)
08:47AM	WAFD Q1 Earnings Beat Estimates on Higher NII, Expenses Decline (Zacks)
02:40AM	WaFd: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
Jan-15-26 05:16PM	WaFd Bank (NASDAQ:WAFD) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings (StockStory)
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05:00PM	WaFd Announces Quarterly Earnings Per Share Of $0.79 (Business Wire)
Jan-13-26 10:01PM	WaFd Bank (WAFD) Q4 Earnings Report Preview: What To Look For (StockStory)
10:00AM	Zions (ZION) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-09-26 11:45AM	Why WaFd (WAFD) is a Great Dividend Stock Right Now (Zacks)
Jan-08-26 07:17PM	Veteran Commercial Banker, Colin Murphy, Joins WaFd Bank as Regional President of Northern Oregon (Business Wire)
10:00AM	WaFd (WAFD) Earnings Expected to Grow: Should You Buy? (Zacks)
Dec-24-25 11:45AM	Why WaFd (WAFD) is a Top Dividend Stock for Your Portfolio (Zacks)
Dec-23-25 10:31PM	Q3 Earnings Roundup: WaFd Bank (NASDAQ:WAFD) And The Rest Of The Thrifts & Mortgage Finance Segment (StockStory)
Dec-15-25 09:24AM	Is Columbia Banking Attractive Now With Dividend Yield and Buybacks? (Zacks)
Dec-08-25 11:45AM	WaFd (WAFD) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
Dec-05-25 10:23AM	WaFd Bank (WAFD): Buy, Sell, or Hold Post Q3 Earnings? (StockStory)
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)
11:45AM	Loading…
Nov-05-25 11:45AM	WaFd (WAFD) Could Be a Great Choice (Zacks)
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)
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)
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%

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
Cooper Cathy E	EVP & Chief Consumer Banker	Feb 06 '26	Sale	33.77	5,300	178,981	94,755	Feb 06 05:55 PM
Cooper Cathy E	Officer	Feb 06 '26	Proposed Sale	33.77	5,300	178,981		Feb 06 01:51 PM
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

Feb 17 • 04:00PM ET

19.17

+0.01 0.05 %

Healthcare • Medical Care Facilities • USA • NASD

PARK Park Dental Partners Inc daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-	Insider Own	15.70%	Shs Outstand	4.09M	Perf Week	8.67%
Market Cap	78.44M	Forward P/E	-	EPS next Y	-	Insider Trans	3.86%	Shs Float	3.45M	Perf Month	25.29%
Enterprise Value	128.61M	PEG	-	EPS next Q	-	Inst Own	14.78%	Short Float	0.54%	Perf Quarter	-
Income	-	P/S	-	EPS this Y	-	Inst Trans	46.68%	Short Ratio	0.28	Perf Half Y	-
Sales	-	P/B	204.26	EPS next Y	-	ROA	-	Short Interest	0.02M	Perf YTD	29.88%
Book/sh	0.09	P/C	9.36	EPS next 5Y	-	ROE	-	52W High	21.59 -11.23%	Perf Year	-
Cash/sh	2.05	P/FCF	-	EPS past 3/5Y	- -	ROIC	-	52W Low	9.53 101.15%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	7.80% 10.60%	Perf 5Y	-
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	-	Oper. Margin	-	ATR (14)	1.69	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.50	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	61.07	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.52	EPS Q/Q	-	SMA20	7.96%	Beta	-	Target Price	21.75
Payout	-	Debt/Eq	154.08	Sales Q/Q	-	SMA50	22.28%	Rel Volume	0.15	Prev Close	19.16
Employees	-	LT Debt/Eq	132.21	Earnings	Feb 25 AMC	SMA200	23.12%	Avg Volume	66.02K	Price	19.17
IPO	Dec 03, 2025	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	9,613	Change	0.05%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-06-26	Initiated	Craig Hallum	Buy	$22
Jan-05-26	Initiated	Northland Capital	Outperform	$21.50

Jan-30-26 04:17PM	Park Dental Partners Announces Dates for Fourth Quarter and Full Year 2025 Earnings Release and Conference Call (GlobeNewswire) -5.72% +5.82%
Jan-29-26 04:17PM	Park Dental Partners Announces Date for 2026 Annual Shareholders Meeting (GlobeNewswire)
Jan-28-26 04:17PM	Park Dental Partners Expands Presence in Arizona with Addition of Ironwood Dental (GlobeNewswire) -13.06%
Jan-07-26 04:35PM	Park Dental Partners Completes Acquisitions of Two Practices - Enters Phoenix Market and Expands Twin Cities Presence (GlobeNewswire)
Dec-12-25 03:40PM	Park Dental Partners Rings the Closing Bell on the Nasdaq in New York (GlobeNewswire)
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Dec-04-25 04:15PM	Park Dental Partners, Inc. Announces Closing of Initial Public Offering (Business Wire) +12.59% +15.25%

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

Feb 17 • 04:00PM ET

6.24

-0.36 -5.45 %

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	24.10	EPS (ttm)	0.26	Insider Own	37.67%	Shs Outstand	9.05M	Perf Week	-6.02%
Market Cap	56.44M	Forward P/E	-	EPS next Y	-	Insider Trans	0.38%	Shs Float	5.64M	Perf Month	-6.02%
Enterprise Value	66.16M	PEG	-	EPS next Q	-	Inst Own	14.44%	Short Float	0.22%	Perf Quarter	3.14%
Income	2.32M	P/S	2.03	EPS this Y	-	Inst Trans	10.16%	Short Ratio	0.47	Perf Half Y	2.24%
Sales	27.77M	P/B	1.89	EPS next Y	-	ROA	5.15%	Short Interest	0.01M	Perf YTD	1.46%
Book/sh	3.29	P/C	14.51	EPS next 5Y	-	ROE	8.27%	52W High	7.60 -17.89%	Perf Year	23.56%
Cash/sh	0.43	P/FCF	78.39	EPS past 3/5Y	-194.88% -6.81%	ROIC	5.57%	52W Low	4.28 45.79%	Perf 3Y	-14.52%
Dividend Est.	-	EV/EBITDA	13.13	Sales past 3/5Y	11.25% 14.06%	Gross Margin	40.93%	Volatility	4.17% 5.00%	Perf 5Y	-43.43%
Dividend TTM	-	EV/Sales	2.38	EPS Y/Y TTM	153.32%	Oper. Margin	8.39%	ATR (14)	0.31	Perf 10Y	0.81%
Dividend Ex-Date	-	Quick Ratio	1.76	Sales Y/Y TTM	16.49%	Profit Margin	8.37%	RSI (14)	48.26	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	4.21	EPS Q/Q	82.07%	SMA20	-1.52%	Beta	0.27	Target Price	-
Payout	-	Debt/Eq	0.46	Sales Q/Q	-8.41%	SMA50	0.72%	Rel Volume	0.81	Prev Close	6.60
Employees	75	LT Debt/Eq	0.40	Earnings	Jan 08 AMC	SMA200	1.65%	Avg Volume	26.49K	Price	6.24
IPO	May 05, 1987	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	21,559	Change	-5.45%

Jan-15-26 11:24AM	Niche Focus & Regulation Shape the Future of Healthcare Firms (Zacks)
Jan-09-26 11:02AM	ImmuCell Q4 Earnings Call Highlights (MarketBeat)
Jan-08-26 04:05PM	ImmuCell Announces Preliminary, Unaudited Sales Results for Q4 and Full Year of 2025 (GlobeNewswire) +5.29%
Jan-07-26 08:10AM	ImmuCell to Conduct Conference Call with Investors to Discuss Strategic Change in Focus (GlobeNewswire)
Dec-26-25 01:53AM	The Zacks Analyst Blog AbbVie, The Coca-Cola, Chevron, ImmuCell and Precipio (Zacks) +5.52%
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Dec-24-25 01:10PM	Top Stock Reports for AbbVie, Coca-Cola & Chevron (Zacks)
01:05PM	ImmuCell Announces Strategic Focus on First Defense After Receiving an FDA Incomplete Letter for Re-Tain (GlobeNewswire)
Dec-04-25 11:14AM	ImmuCell's Two-Product Edge in Cattle Health Fuels Growth (Zacks)
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%
Oct-09-25 09:37AM	The Zacks Analyst Blog Highlights SAP, Novartis, Philip Morris International, ImmuCell and ClearOne (Zacks)
Oct-08-25 05:07PM	Top Stock Reports for SAP, Novartis & Philip Morris (Zacks)
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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)
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)
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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%
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)

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

Feb 17 • 04:00PM ET

3.13

+0.01 0.32 %

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	2.72	EPS (ttm)	1.15	Insider Own	56.00%	Shs Outstand	5.14M	Perf Week	1.13%
Market Cap	31.78M	Forward P/E	-	EPS next Y	-	Insider Trans	0.63%	Shs Float	4.46M	Perf Month	-13.52%
Enterprise Value	16.38M	PEG	-	EPS next Q	-	Inst Own	1.64%	Short Float	0.05%	Perf Quarter	-11.57%
Income	11.43M	P/S	8.21	EPS this Y	-	Inst Trans	8.15%	Short Ratio	0.18	Perf Half Y	-6.70%
Sales	3.87M	P/B	0.53	EPS next Y	-	ROA	23.87%	Short Interest	0.00M	Perf YTD	-3.39%
Book/sh	5.89	P/C	2.00	EPS next 5Y	-	ROE	25.75%	52W High	7.98 -60.71%	Perf Year	-54.03%
Cash/sh	1.57	P/FCF	-	EPS past 3/5Y	- -	ROIC	19.13%	52W Low	3.00 4.50%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-4.66% -30.89%	Gross Margin	-	Volatility	3.21% 4.85%	Perf 5Y	-
Dividend TTM	-	EV/Sales	4.23	EPS Y/Y TTM	142.17%	Oper. Margin	-607.80%	ATR (14)	0.15	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	9.40	Sales Y/Y TTM	121.21%	Profit Margin	295.58%	RSI (14)	43.53	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	9.40	EPS Q/Q	48.53%	SMA20	-4.24%	Beta	1.04	Target Price	-
Payout	0.00%	Debt/Eq	0.01	Sales Q/Q	-75.48%	SMA50	-6.72%	Rel Volume	0.03	Prev Close	3.12
Employees	16	LT Debt/Eq	0.00	Earnings	Nov 20 AMC	SMA200	-16.96%	Avg Volume	11.85K	Price	3.13
IPO	Sep 21, 2023	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	367	Change	0.32%

Feb-02-26 07:30PM	MDB Capital Holdings Announces Transitions In Its Board of Directors (GlobeNewswire)
Jan-14-26 12:35PM	PatentVest Releases New Report on the IP Battle Shaping the $1.8 Trillion Space Economy (GlobeNewswire) +6.71%
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%
12:30PM	Loading…
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)
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%
09:00AM	Loading…
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)
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)
09:05AM	Loading…
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)
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
James Jeremy William	CFO	Jan 23 '26	Sale	3.34	60	200	23,279	Jan 27 08:19 PM
MARLETT CHRISTOPHER A	Co-Founder	Jan 02 '26	Buy	3.50	1,213	4,246	169,933	Jan 05 08:24 PM
MARLETT CHRISTOPHER A	Co-Founder	Dec 31 '25	Buy	3.35	4,387	14,696	166,720	Dec 31 04:34 PM
MARLETT CHRISTOPHER A	Co-Founder	Dec 30 '25	Buy	3.18	4,400	13,992	162,333	Dec 31 04:34 PM
Meline Susanne	Director	Aug 14 '25	Option Exercise	3.40	10,000	34,000	30,000	Dec 23 04:32 PM
Brandon George Hugh	President	Dec 09 '25	Buy	3.38	3,700	12,506	105,248	Dec 11 07:59 AM
Brandon George Hugh	President	Dec 04 '25	Buy	3.52	1,900	6,688	100,048	Dec 08 05:39 PM
Brandon George Hugh	President	Dec 05 '25	Buy	3.29	900	2,961	100,948	Dec 08 05:39 PM
Brandon George Hugh	President	Dec 08 '25	Buy	3.30	600	1,980	101,548	Dec 08 05:39 PM
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

Open in Screener

INV

Innventure inc

Feb 17 • 04:00PM ET

3.12

+0.10 3.31 %

Financial • Asset Management • USA • NASD

Held by: VTI IWM VXF IWN SCHA VTWO IWC SMLV IWO SCHB

Index	RUT	P/E	-	EPS (ttm)	-6.85	Insider Own	40.77%	Shs Outstand	56.22M	Perf Week	-6.87%
Market Cap	247.03M	Forward P/E	-	EPS next Y	-1.19	Insider Trans	-10.86%	Shs Float	46.90M	Perf Month	-18.54%
Enterprise Value	514.78M	PEG	-	EPS next Q	-0.32	Inst Own	23.57%	Short Float	14.26%	Perf Quarter	-15.45%
Income	-329.27M	P/S	100.83	EPS this Y	-119.37%	Inst Trans	17.21%	Short Ratio	3.60	Perf Half Y	-28.93%
Sales	2.45M	P/B	0.92	EPS next Y	69.09%	ROA	-99.83%	Short Interest	6.69M	Perf YTD	-25.36%
Book/sh	3.39	P/C	17.57	EPS next 5Y	8.60%	ROE	-353.77%	52W High	11.25 -72.27%	Perf Year	-71.84%
Cash/sh	0.18	P/FCF	-	EPS past 3/5Y	- -	ROIC	-149.47%	52W Low	2.36 32.20%	Perf 3Y	-69.59%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-1291.28%	Volatility	9.71% 9.85%	Perf 5Y	-
Dividend TTM	-	EV/Sales	210.11	EPS Y/Y TTM	-1555.32%	Oper. Margin	-6461.64%	ATR (14)	0.37	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.31	Sales Y/Y TTM	-	Profit Margin	-13417.54%	RSI (14)	43.24	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.39	EPS Q/Q	-3351.92%	SMA20	-5.08%	Beta	0.10	Target Price	12.00
Payout	-	Debt/Eq	0.35	Sales Q/Q	-	SMA50	-23.51%	Rel Volume	0.46	Prev Close	3.02
Employees	153	LT Debt/Eq	0.15	Earnings	Nov 13 AMC	SMA200	-31.74%	Avg Volume	1.86M	Price	3.12
IPO	Nov 29, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-109.62% -72.80%	Trades		Volume	862,172	Change	3.31%

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 08:00AM	Refinity Validates Breakthrough Waste Conversion Technology, Advancing Toward Commercial Demonstration (GlobeNewswire)
Jan-14-26 05:23PM	Innventure, Inc. Announces Closing of $40 Million Registered Direct Offering of Common Stock (GlobeNewswire)
Jan-12-26 11:40PM	Innventure, Inc. Announces Pricing of $40 Million Registered Direct Offering of Common Stock (GlobeNewswire) -8.53%
11:00AM	Accelsius Closes $65 Million Series B Funding Led by Johnson Controls; Legrand Joining Round to Scale Liquid Cooling for Gigawatt-Class AI Factories (Business Wire)
Dec-11-25 08:00AM	Innventure Set to Join the Russell 2000, Russell 3000, and Russell Microcap Indexes (GlobeNewswire) +8.29%
04:15PM	Loading…
Dec-03-25 04:15PM	Innventure to Participate in Upcoming Investor Conferences (GlobeNewswire) +13.86%
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)
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	Loading…
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%
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)
09:00AM	Loading…
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%
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 18 '25	Sale	4.68	252,502	1,181,709	6,135,284	Dec 18 06:23 PM
WE-INN LLC	10% Owner	Dec 17 '25	Sale	4.86	184,777	898,016	6,387,786	Dec 18 06:23 PM
Gregory D Wasson	10% Owner	Dec 18 '25	Proposed Sale	4.35	467,791	2,034,891		Dec 18 05:41 PM
HENNESSY DANIEL J	Director	Dec 04 '25	Sale	5.19	55,840	289,810	761,095	Dec 05 04:20 PM
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

Feb 17 • 04:00PM ET

17.29

+0.13 0.76 %

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	47.70	EPS (ttm)	0.36	Insider Own	18.37%	Shs Outstand	7.77M	Perf Week	-3.30%
Market Cap	134.37M	Forward P/E	-	EPS next Y	-	Insider Trans	0.21%	Shs Float	6.97M	Perf Month	4.66%
Enterprise Value	-	PEG	-	EPS next Q	0.10	Inst Own	31.02%	Short Float	6.50%	Perf Quarter	13.30%
Income	2.89M	P/S	2.71	EPS this Y	-	Inst Trans	-1.31%	Short Ratio	12.15	Perf Half Y	19.32%
Sales	49.64M	P/B	0.71	EPS next Y	-	ROA	0.26%	Short Interest	0.45M	Perf YTD	9.85%
Book/sh	24.26	P/C	-	EPS next 5Y	-	ROE	1.49%	52W High	18.04 -4.16%	Perf Year	39.21%
Cash/sh	-	P/FCF	16.39	EPS past 3/5Y	45.66% -	ROIC	1.51%	52W Low	11.36 52.20%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	50.12% -	Gross Margin	-	Volatility	2.94% 2.59%	Perf 5Y	-
Dividend TTM	0.20 (1.16%)	EV/Sales	-	EPS Y/Y TTM	379.66%	Oper. Margin	7.43%	ATR (14)	0.45	Perf 10Y	-
Dividend Ex-Date	Dec 31, 2025	Quick Ratio	-	Sales Y/Y TTM	12.55%	Profit Margin	5.82%	RSI (14)	56.29	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.11	EPS Q/Q	-8.75%	SMA20	0.98%	Beta	0.51	Target Price	18.00
Payout	16.44%	Debt/Eq	0.28	Sales Q/Q	5.94%	SMA50	3.94%	Rel Volume	1.19	Prev Close	17.16
Employees	119	LT Debt/Eq	0.01	Earnings	Jan 28 AMC	SMA200	16.38%	Avg Volume	37.26K	Price	17.29
IPO	Sep 20, 2023	Option/Short	No / Yes	EPS/Sales Surpr.	-17.09% -1.51%	Trades		Volume	44,186	Change	0.76%

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

Jan-28-26 04:00PM	SR BANCORP, INC. ANNOUNCES QUARTERLY FINANCIAL RESULTS (PR Newswire)
Dec-18-25 08:30AM	SR BANCORP, INC. ANNOUNCES PAYMENT OF QUARTERLY CASH DIVIDEND OF $0.05 PER SHARE (PR Newswire)
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)
04:00PM	Loading…
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)
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)
04:34PM	Loading…
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)
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
Mustard Robert Kenneth	Director	Feb 02 '26	Buy	17.05	250	4,262	1,250	Feb 03 11:24 AM
Orbach David M	Executive Chair	Jan 30 '26	Option Exercise	12.50	19,016	237,700	213,949	Jan 30 04:38 PM
Mustard Robert Kenneth	Director	Dec 04 '25	Buy	15.75	300	4,725	1,000	Dec 04 03:36 PM
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

Open in Screener

CBAN

Colony Bankcorp, Inc

Feb 17 • 04:00PM ET

20.53

+0.17 0.83 %

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	12.94	EPS (ttm)	1.59	Insider Own	5.88%	Shs Outstand	21.25M	Perf Week	-1.72%
Market Cap	436.77M	Forward P/E	9.00	EPS next Y	2.28	Insider Trans	0.32%	Shs Float	20.02M	Perf Month	9.90%
Enterprise Value	-	PEG	-	EPS next Q	0.51	Inst Own	51.48%	Short Float	0.66%	Perf Quarter	24.73%
Income	28.25M	P/S	2.30	EPS this Y	21.79%	Inst Trans	-2.38%	Short Ratio	1.36	Perf Half Y	24.58%
Sales	190.23M	P/B	1.16	EPS next Y	4.59%	ROA	0.83%	Short Interest	0.13M	Perf YTD	15.21%
Book/sh	17.69	P/C	-	EPS next 5Y	-	ROE	8.63%	52W High	21.46 -4.33%	Perf Year	17.25%
Cash/sh	-	P/FCF	8.66	EPS past 3/5Y	11.79% 5.01%	ROIC	4.46%	52W Low	13.99 46.75%	Perf 3Y	61.53%
Dividend Est.	0.48 (2.34%)	EV/EBITDA	-	Sales past 3/5Y	14.55% 17.13%	Gross Margin	-	Volatility	2.58% 2.93%	Perf 5Y	42.67%
Dividend TTM	0.46 (2.26%)	EV/Sales	-	EPS Y/Y TTM	16.72%	Oper. Margin	19.55%	ATR (14)	0.54	Perf 10Y	133.29%
Dividend Ex-Date	Feb 11, 2026	Quick Ratio	-	Sales Y/Y TTM	7.71%	Profit Margin	14.85%	RSI (14)	64.72	Recom	1.00
Dividend Gr. 3/5Y	2.27% 2.83%	Current Ratio	0.18	EPS Q/Q	-1.20%	SMA20	3.32%	Beta	0.62	Target Price	22.00
Payout	28.96%	Debt/Eq	0.69	Sales Q/Q	11.76%	SMA50	9.25%	Rel Volume	1.62	Prev Close	20.36
Employees	526	LT Debt/Eq	0.69	Earnings	Jan 28 AMC	SMA200	20.18%	Avg Volume	96.80K	Price	20.53
IPO	Mar 26, 1998	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.35% 1.41%	Trades		Volume	156,498	Change	0.83%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-02-26	Reiterated	Hovde Group	Outperform	$21 → $22
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

Jan-30-26 08:02PM	Colony Bankcorp Inc (CBAN) Q4 2025 Earnings Call Highlights: Strong Net Income Growth and ... (GuruFocus.com)
Jan-29-26 09:39PM	Colony Bankcorp Q4 Earnings Call Highlights (MarketBeat)
Jan-28-26 05:33PM	Colony Bankcorp: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Colony Bankcorp Reports Fourth Quarter 2025 Results Increases Quarterly Cash Dividend to $0.12 Per Share (Business Wire)
07:22AM	Colony Bankcorp Inc (CBAN) Q4 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
07:18AM	Loading…
Jan-27-26 07:18AM	Earnings To Watch: Colony Bankcorp Inc (CBAN) Reports Q4 2025 Result (GuruFocus.com)
Jan-08-26 08:30AM	Colony Bankcorp, Inc. Announces Date for Fourth Quarter 2025 Earnings Release and Conference Call (Business Wire)
Dec-11-25 09:00AM	Colony Bankcorp, Inc. Announces Christi Rubio as Chief of Brand and Business Development (Business Wire)
Dec-09-25 08:30AM	Colony Bank Named One of American Bankers Best Banks to Work for in 2025 (Business Wire)
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)
Oct-21-25 09:33AM	Colony Bankcorp Inc (CBAN) Q3 2025 Earnings Report Preview: What to Expect (GuruFocus.com)
11:45AM	Loading…
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)
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)
01:26AM	Loading…
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)
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.)

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

Feb 17 • 04:00PM ET

22.04

+0.18 0.82 %

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 IWC DFAS DFAC VTWV

Index	RUT	P/E	17.65	EPS (ttm)	1.25	Insider Own	20.28%	Shs Outstand	10.36M	Perf Week	1.61%
Market Cap	229.09M	Forward P/E	16.09	EPS next Y	1.37	Insider Trans	0.01%	Shs Float	8.29M	Perf Month	-0.59%
Enterprise Value	382.62M	PEG	-	EPS next Q	0.06	Inst Own	38.54%	Short Float	0.73%	Perf Quarter	1.10%
Income	12.89M	P/S	2.33	EPS this Y	0.00%	Inst Trans	0.57%	Short Ratio	5.37	Perf Half Y	2.89%
Sales	98.31M	P/B	1.96	EPS next Y	6.20%	ROA	3.81%	Short Interest	0.06M	Perf YTD	3.47%
Book/sh	11.24	P/C	86.12	EPS next 5Y	-	ROE	11.30%	52W High	23.82 -7.46%	Perf Year	7.04%
Cash/sh	0.26	P/FCF	26.70	EPS past 3/5Y	- -0.12%	ROIC	5.06%	52W Low	19.50 13.03%	Perf 3Y	-9.37%
Dividend Est.	-	EV/EBITDA	13.03	Sales past 3/5Y	4.24% 8.61%	Gross Margin	21.07%	Volatility	2.38% 2.89%	Perf 5Y	-6.33%
Dividend TTM	0.84 (3.82%)	EV/Sales	3.89	EPS Y/Y TTM	6.71%	Oper. Margin	17.97%	ATR (14)	0.63	Perf 10Y	54.04%
Dividend Ex-Date	Jan 16, 2026	Quick Ratio	0.58	Sales Y/Y TTM	12.33%	Profit Margin	13.12%	RSI (14)	54.07	Recom	3.00
Dividend Gr. 3/5Y	2.09% 3.47%	Current Ratio	0.80	EPS Q/Q	-8.14%	SMA20	1.57%	Beta	0.51	Target Price	22.70
Payout	64.40%	Debt/Eq	1.34	Sales Q/Q	10.89%	SMA50	0.99%	Rel Volume	0.50	Prev Close	21.86
Employees	106	LT Debt/Eq	1.19	Earnings	Feb 05 AMC	SMA200	1.75%	Avg Volume	11.27K	Price	22.04
IPO	Feb 01, 1994	Option/Short	Yes / Yes	EPS/Sales Surpr.	-40.51% -20.28%	Trades		Volume	5,594	Change	0.82%

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

Feb-10-26 05:20PM	RGC Resources Q1 Earnings Call Highlights (MarketBeat)
04:01PM	RGC Resources Inc (RGCO) Q1 2026 Earnings Call Highlights: Steady Growth Amidst Weather Challenges (GuruFocus.com)
Feb-05-26 04:00PM	RGC Resources, Inc. Reports First Quarter 2026 Earnings (GlobeNewswire)
Jan-30-26 06:04AM	RGC Resources AGM: Shareholders Elect Directors, Back Deloitte, Approve Bonus Shares and Pay Vote (MarketBeat)
Jan-28-26 03:30PM	RGC Resources, Inc. Schedules First Quarter 2026 Earnings Call (GlobeNewswire)
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Jan-26-26 05:00PM	RGC Resources Holds Annual Shareholders Meeting (GlobeNewswire)
Dec-17-25 08:29AM	Do Options Traders Know Something About RGCO Stock We Don't? (Zacks)
Dec-04-25 06:02PM	RGC Resources Inc (RGCO) Q4 2025 Earnings Call Highlights: Strong Fiscal Year Despite Q4 Losses (GuruFocus.com)
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)
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)
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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	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)
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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%
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)

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	Feb 02 '26	Buy	22.22	9	200	29,768	Feb 04 04:18 PM
Miles Christen Brooke	VP, Human Resources	Feb 02 '26	Buy	22.22	4	100	9,723	Feb 04 03:28 PM
Furcron Thomas Patrick	VP, Field Operations	Feb 02 '26	Buy	22.22	19	430	3,846	Feb 04 03:26 PM
Furcron Thomas Patrick	VP, Field Operations	Jan 02 '26	Buy	21.40	20	430	1,168	Jan 06 02:32 PM
Oliver Lawrence T.	Senior VP and Secretary	Jan 02 '26	Buy	21.40	9	200	24,018	Jan 06 02:22 PM
Miles Christen Brooke	VP, Human Resources	Jan 02 '26	Buy	21.40	5	100	6,888	Jan 06 02:19 PM
Shockley C James Jr	VP & COO	Dec 02 '25	Option Exercise	14.15	4,500	63,662	43,889	Dec 04 01:50 PM
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

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