Index S&P 500
P/E 31.87
EPS (ttm) 2.39
Insider Own 5.92%
Shs Outstand 1.77B
Perf Week 1.40%
Market Cap 135.05B
Forward P/E 16.97
EPS next Y 4.48
Insider Trans -0.69%
Shs Float 1.67B
Perf Month 6.57%
Income 4.37B
PEG 2.18
EPS next Q 0.83
Inst Own 84.44%
Short Float 0.87%
Perf Quarter 20.81%
Sales 25.61B
P/S 5.27
EPS this Y 9.64%
Inst Trans -0.60%
Short Ratio 2.03
Perf Half Y 43.96%
Book/sh 17.92
P/B 4.24
EPS next Y 30.56%
ROA 0.96%
Short Interest 14.61M
Perf Year 58.32%
Cash/sh 32.49
P/C 2.34
EPS next 5Y 14.63%
ROE 12.26%
52W Range 45.65 - 75.55
Perf YTD 10.52%
Dividend Est. 1.03 (1.35%)
P/FCF -
EPS past 5Y 0.75%
ROI 6.69%
52W High 0.65%
Beta 0.97
Dividend TTM 1.00 (1.32%)
Quick Ratio -
Sales past 5Y 19.74%
Gross Margin 74.66%
52W Low 66.57%
ATR (14) 1.41
Dividend Ex-Date May 09, 2024
Current Ratio -
EPS Y/Y TTM -34.92%
Oper. Margin 35.73%
RSI (14) 69.78
Volatility 1.68% 2.05%
Employees 33000
Debt/Eq 1.30
Sales Y/Y TTM 7.32%
Profit Margin 17.05%
Recom 1.96
Target Price 80.15
Option/Short Yes / Yes
LT Debt/Eq 0.54
EPS Q/Q -18.29%
Payout 39.39%
Rel Volume 0.75
Prev Close 75.33
Sales Surprise 0.60%
EPS Surprise 0.78%
Sales Q/Q 1.35%
Earnings Apr 15 BMO
Avg Volume 7.18M
Price 76.04
SMA20 3.85%
SMA50 8.07%
SMA200 20.99%
Trades
Volume 5,389,839
Change 0.94%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-22-24 Upgrade
TD Cowen
Market Perform → Outperform
$87
Jan-18-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$75 → $70
Jan-10-24 Downgrade
Citigroup
Buy → Neutral
$75 → $70
Jan-04-24 Initiated
TD Cowen
Market Perform
$77
Jan-03-24 Downgrade
Goldman
Buy → Neutral
$70 → $71
Dec-01-23 Initiated
Redburn Atlantic
Sell
$52
Jul-24-23 Reiterated
UBS
Buy
$67 → $80
Jul-10-23 Upgrade
JMP Securities
Mkt Perform → Mkt Outperform
$73
May-15-23 Upgrade
Raymond James
Mkt Perform → Outperform
$63
Apr-20-23 Downgrade
Redburn
Neutral → Sell
Mar-30-23 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$99 → $68
Mar-15-23 Upgrade
Credit Suisse
Neutral → Outperform
$81.50 → $67.50
Mar-13-23 Upgrade
Citigroup
Neutral → Buy
$83 → $75
Jan-19-23 Downgrade
BofA Securities
Buy → Underperform
$92 → $75
Jan-04-23 Upgrade
Goldman
Neutral → Buy
$98
Nov-01-22 Downgrade
Credit Suisse
Outperform → Neutral
$84
Oct-19-22 Initiated
Credit Suisse
Outperform
$80
Oct-12-22 Initiated
Credit Suisse
Neutral
$83
Oct-12-22 Initiated
Citigroup
Neutral
$83
Aug-31-22 Initiated
Barclays
Equal Weight
$81
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The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Schwab Charles R. Co-Chairman Apr 29 '24 Sale 74.78 59,906 4,480,010 61,038,701 Apr 30 07:28 PM Schwab Charles R. Co-Chairman Apr 26 '24 Sale 74.96 59,905 4,490,419 61,098,607 Apr 30 07:28 PM Crawford Peter B. CFO Apr 24 '24 Option Exercise 28.44 5,481 155,880 0 Apr 26 05:20 PM Crawford Peter B. CFO Apr 24 '24 Sale 75.51 5,481 413,855 60,567 Apr 26 05:20 PM Schwab Charles R. Co-Chairman Apr 22 '24 Sale 74.62 89,275 6,661,308 30,641,981 Apr 24 06:43 PM Ellis Stephen A Director Apr 19 '24 Option Exercise 25.88 14,750 381,709 7,395 Apr 23 09:35 PM Ellis Stephen A Director Apr 19 '24 Sale 73.20 14,750 1,079,774 108,574 Apr 23 09:35 PM Schwab-Pomerantz Carolyn Director Apr 19 '24 Sale 73.16 9,000 658,468 577,857 Apr 22 09:33 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Option Exercise 28.44 7,482 212,788 6,353 Apr 22 09:33 PM Crawford Peter B. CFO Apr 18 '24 Option Exercise 28.44 5,482 155,908 0 Apr 18 09:10 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Sale 73.47 7,482 549,667 1,719,399 Apr 22 09:33 PM Crawford Peter B. CFO Apr 18 '24 Sale 73.46 5,482 402,708 60,567 Apr 18 09:10 PM SARIN ARUN Director Apr 16 '24 Option Exercise 25.01 5,011 125,325 7,395 Apr 18 09:29 PM MARTINETTO JOSEPH R COO Apr 16 '24 Sale 70.83 43,000 3,045,595 41,414 Apr 18 09:05 PM Morgan Peter J. III General Counsel Apr 16 '24 Sale 72.23 24,520 1,771,151 0 Apr 18 09:08 PM Murtagh Nigel J Chief Risk Officer Apr 16 '24 Sale 72.40 10,000 723,975 71,446 Apr 18 09:13 PM Goldfarb Mark A Director Apr 16 '24 Sale 70.86 7,100 503,081 19,917 Apr 18 09:44 PM Crawford Peter B. CFO Apr 16 '24 Sale 71.02 6,114 434,215 60,567 Apr 18 09:10 PM SARIN ARUN Director Apr 16 '24 Sale 71.11 5,011 356,322 18,617 Apr 18 09:29 PM Ellis Stephen A Director Mar 26 '24 Option Exercise 27.45 2,165 59,429 7,395 Mar 28 09:40 PM ADAMS JOHN K JR Director Mar 22 '24 Option Exercise 30.08 15,701 472,330 60,152 Mar 26 07:51 PM ADAMS JOHN K JR Director Mar 22 '24 Sale 72.64 15,701 1,140,539 44,451 Mar 26 07:51 PM Murtagh Nigel J Chief Risk Officer Mar 21 '24 Option Exercise 26.39 12,948 341,698 94,394 Mar 25 09:05 PM Craig Jonathan M. Please see remarks Mar 21 '24 Option Exercise 26.39 4,977 131,343 0 Mar 25 07:28 PM Murtagh Nigel J Chief Risk Officer Mar 21 '24 Sale 70.03 12,948 906,686 81,446 Mar 25 09:05 PM Schwab-Pomerantz Carolyn Director Mar 21 '24 Sale 70.87 9,000 637,848 581,457 Mar 25 09:13 PM Craig Jonathan M. Please see remarks Mar 21 '24 Sale 70.01 4,977 348,430 0 Mar 25 07:28 PM Craig Jonathan M. Please see remarks Mar 06 '24 Sale 67.80 48,751 3,305,083 0 Mar 08 08:12 PM Murtagh Nigel J Chief Risk Officer Mar 06 '24 Sale 67.80 29,991 2,033,271 81,446 Mar 08 09:09 PM Schwab-Pomerantz Carolyn Director Feb 28 '24 Sale 65.29 9,000 587,609 585,057 Mar 01 09:29 PM Crawford Peter B. CFO Feb 28 '24 Sale 65.71 5,500 361,408 24,111 Mar 01 09:01 PM Schwab Charles R. Co-Chairman Feb 23 '24 Sale 64.72 58,500 3,786,196 61,134,038 Feb 26 05:05 PM Schwab Charles R. Co-Chairman Feb 22 '24 Sale 64.60 58,500 3,779,211 61,192,538 Feb 26 05:05 PM Schwab Charles R. Co-Chairman Feb 15 '24 Option Exercise 25.86 71,226 1,841,904 0 Feb 20 08:55 PM Schwab Charles R. Co-Chairman Feb 15 '24 Sale 64.99 71,226 4,628,999 61,251,038 Feb 20 08:55 PM Crawford Peter B. CFO Feb 15 '24 Sale 64.76 8,000 518,084 29,611 Feb 20 08:33 PM HERRINGER FRANK C Director Feb 01 '24 Option Exercise 25.01 10,511 262,880 7,395 Feb 05 09:36 PM HERRINGER FRANK C Director Feb 01 '24 Sale 62.25 7,587 472,277 167,206 Feb 05 09:36 PM Schwab Charles R. Co-Chairman Jan 24 '24 Sale 63.94 16,390 1,047,932 61,331,688 Jan 26 09:33 PM Crawford Peter B. CFO Jan 22 '24 Sale 64.49 4,000 257,975 37,611 Jan 24 05:08 PM Ellis Stephen A Director Dec 15 '23 Option Exercise 25.82 2,247 58,018 7,395 Dec 19 08:44 PM Crawford Peter B. CFO Nov 30 '23 Option Exercise 28.44 4,000 113,760 0 Dec 04 08:19 PM Schwab-Pomerantz Carolyn Director Nov 30 '23 Sale 61.28 12,208 748,109 1,722,400 Dec 04 08:22 PM Morgan Peter J. III General Counsel Nov 30 '23 Sale 60.72 7,162 434,875 0 Dec 04 08:16 PM Crawford Peter B. CFO Nov 30 '23 Sale 60.56 4,000 242,229 41,611 Dec 04 08:19 PM Crawford Peter B. CFO Nov 03 '23 Sale 56.19 3,114 174,964 41,611 Nov 07 04:35 PM SNEED PAULA A Director Oct 24 '23 Sale 49.98 6,918 345,737 112,398 Oct 26 04:58 PM Crawford Peter B. Chief Financial Officer Sep 18 '23 Option Exercise 23.12 3,792 87,671 0 Sep 20 04:13 PM Crawford Peter B. Chief Financial Officer Sep 18 '23 Sale 57.31 3,792 217,306 44,725 Sep 20 04:13 PM Morgan Peter J. III MD, General Counsel Aug 29 '23 Sale 59.61 8,000 476,872 8,014 Aug 30 05:46 PM Ruffel Charles A. Director Aug 17 '23 Buy 60.55 833 50,440 3,386 Aug 21 06:51 PM Schwab Charles R. Co-Chairman Jul 26 '23 Sale 66.60 75,760 5,045,821 59,672,778 Jul 26 07:17 PM Schwab Charles R. Co-Chairman Jul 24 '23 Option Exercise 23.12 72,047 1,665,727 0 Jul 26 07:17 PM Schwab Charles R. Co-Chairman Jul 24 '23 Sale 66.66 72,047 4,802,984 59,748,538 Jul 26 07:17 PM Schwab Charles R. Co-Chairman May 22 '23 Option Exercise 22.67 77,640 1,760,099 0 May 24 07:38 PM Schwab Charles R. Co-Chairman May 22 '23 Sale 51.76 77,640 4,018,584 59,771,278 May 24 07:38 PM
Index S&P 500
P/E 27.53
EPS (ttm) 11.03
Insider Own 0.24%
Shs Outstand 628.27M
Perf Week -1.40%
Market Cap 190.95B
Forward P/E 23.22
EPS next Y 13.08
Insider Trans -5.48%
Shs Float 627.20M
Perf Month -8.10%
Income 7.03B
PEG 3.63
EPS next Q 3.17
Inst Own 77.89%
Short Float 1.14%
Perf Quarter -18.57%
Sales 64.57B
P/S 2.96
EPS this Y 3.93%
Inst Trans 1.15%
Short Ratio 2.67
Perf Half Y 1.02%
Book/sh 43.13
P/B 7.04
EPS next Y 7.83%
ROA 14.20%
Short Interest 7.15M
Perf Year 10.37%
Cash/sh 8.15
P/C 37.25
EPS next 5Y 7.58%
ROE 27.64%
52W Range 261.68 - 387.51
Perf YTD -13.45%
Dividend Est. 5.10 (1.68%)
P/FCF 21.70
EPS past 5Y 11.18%
ROI 23.84%
52W High -21.63%
Beta 1.23
Dividend TTM 4.99 (1.64%)
Quick Ratio 1.26
Sales past 5Y 9.59%
Gross Margin 32.59%
52W Low 16.06%
ATR (14) 5.84
Dividend Ex-Date Apr 10, 2024
Current Ratio 1.26
EPS Y/Y TTM 1.61%
Oper. Margin 15.43%
RSI (14) 29.96
Volatility 1.55% 1.53%
Employees 733000
Debt/Eq 0.12
Sales Y/Y TTM 2.26%
Profit Margin 10.89%
Recom 1.90
Target Price 388.78
Option/Short Yes / Yes
LT Debt/Eq 0.09
EPS Q/Q 10.08%
Payout 41.59%
Rel Volume 1.03
Prev Close 300.34
Sales Surprise -0.30%
EPS Surprise 4.09%
Sales Q/Q -0.09%
Earnings Mar 21 BMO
Avg Volume 2.68M
Price 303.71
SMA20 -3.69%
SMA50 -11.95%
SMA200 -8.79%
Trades
Volume 2,766,482
Change 1.12%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-21-24 Downgrade
Susquehanna
Positive → Neutral
$400 → $360
Mar-19-24 Initiated
Guggenheim
Buy
$425
Jan-30-24 Initiated
Mizuho
Buy
$426
Jan-17-24 Upgrade
Exane BNP Paribas
Neutral → Outperform
$440
Nov-16-23 Initiated
Redburn Atlantic
Buy
$410
Nov-07-23 Initiated
UBS
Neutral
$333
Jun-23-23 Downgrade
TD Cowen
Outperform → Market Perform
$325 → $300
Jun-15-23 Upgrade
Piper Sandler
Underweight → Neutral
$250 → $316
Apr-05-23 Upgrade
Edward Jones
Hold → Buy
Jan-30-23 Initiated
Wells Fargo
Equal Weight
$289
Dec-12-22 Downgrade
Piper Sandler
Neutral → Underweight
$268
Jun-29-22 Downgrade
Exane BNP Paribas
Outperform → Neutral
$320
Jan-10-22 Initiated
Goldman
Neutral
$446
Dec-17-21 Reiterated
Wolfe Research
Peer Perform
$380 → $420
Dec-17-21 Reiterated
UBS
Neutral
$340 → $397
Dec-17-21 Reiterated
Deutsche Bank
Buy
$395 → $440
Dec-17-21 Reiterated
Citigroup
Buy
$390 → $460
Dec-17-21 Reiterated
BMO Capital Markets
Market Perform
$385 → $460
Sep-22-21 Upgrade
MoffettNathanson
Neutral → Buy
$405
Jul-26-21 Upgrade
Redburn
Neutral → Buy
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Mar-08-24 04:44PM
Accenture is a global professional services company that helps the world's businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The company combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. Accenture operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Shook Ellyn Chief Leadership & HR Officer Apr 25 '24 Sale 307.22 5,000 1,536,112 13,699 Apr 26 09:06 AM Unruch Joel General Counsel/Corp Secretary Apr 19 '24 Sale 316.12 4,333 1,369,733 30,702 Apr 22 04:25 PM Ollagnier Jean-Marc CEO EMEA Apr 12 '24 Sale 315.91 6,250 1,974,432 161,581 Apr 16 04:11 PM McClure Kathleen R Chief Financial Officer Apr 12 '24 Sale 316.00 4,500 1,422,008 42,781 Apr 16 04:12 PM Sweet Julie Spellman Chair and CEO Apr 12 '24 Sale 315.93 3,801 1,200,855 15,178 Apr 16 04:11 PM Sharma Manish CEO-North America Apr 12 '24 Sale 315.93 1,501 474,213 3,122 Apr 16 04:11 PM Walsh John F Chief Operating Officer Mar 25 '24 Sale 332.13 8,000 2,657,034 17,877 Mar 26 04:09 PM Sweet Julie Spellman Chair and CEO Feb 05 '24 Sale 370.35 7,361 2,726,126 18,713 Feb 06 04:22 PM McClure Kathleen R Chief Financial Officer Feb 05 '24 Sale 370.32 2,070 766,555 47,110 Feb 06 04:24 PM Sharma Manish CEO-North America Feb 05 '24 Sale 370.39 1,486 550,392 4,503 Feb 06 04:24 PM McClure Kathleen R Chief Financial Officer Jan 29 '24 Sale 371.77 851 316,377 50,737 Jan 30 09:22 AM Shook Ellyn Chief Leadership & HR Officer Jan 26 '24 Sale 371.81 5,000 1,859,069 20,316 Jan 29 04:40 PM Unruch Joel General Counsel/Corp Secretary Jan 26 '24 Sale 371.83 4,333 1,611,142 34,795 Jan 29 04:40 PM Burgum Melissa A Chief Accounting Officer Jan 26 '24 Sale 371.80 3,010 1,119,111 9,193 Jan 29 04:41 PM Ollagnier Jean-Marc CEO EMEA Jan 19 '24 Sale 362.77 6,250 2,267,302 167,831 Jan 22 04:15 PM Sweet Julie Spellman Chair and CEO Jan 19 '24 Sale 362.79 5,371 1,948,545 32,847 Jan 22 04:14 PM Sharma Manish CEO-North America Jan 19 '24 Sale 362.83 1,449 525,747 6,921 Jan 22 04:15 PM Ardila Jaime Director Dec 27 '23 Sale 353.18 3,000 1,059,542 11,392 Dec 28 05:14 PM Price Paula A Director Dec 21 '23 Sale 345.36 551 190,291 6,583 Dec 26 04:06 PM Sweet Julie Spellman Chair and CEO Nov 10 '23 Sale 317.59 4,432 1,407,539 22,522 Nov 13 04:11 PM Sweet Julie Spellman Chair and CEO Nov 03 '23 Sale 314.68 9,000 2,832,124 26,830 Nov 06 04:14 PM Unruch Joel General Counsel/Corp Secretary Nov 01 '23 Sale 300.00 1,083 324,900 35,526 Nov 02 04:21 PM Sweet Julie Spellman Chair and CEO Oct 30 '23 Sale 291.41 9,000 2,622,717 35,830 Oct 31 04:10 PM Sharma Manish CEO-North America Oct 30 '23 Sale 291.41 4,478 1,304,939 3,534 Oct 31 04:09 PM Walsh John F Chief Operating Officer Oct 24 '23 Sale 295.60 2,500 738,988 21,885 Oct 25 04:10 PM Unruch Joel General Counsel/Corp Secretary Oct 23 '23 Sale 297.00 3,251 965,561 36,609 Oct 24 04:16 PM Shook Ellyn Chief Leadership & HR Officer Oct 20 '23 Sale 298.48 5,250 1,567,014 20,265 Oct 23 04:17 PM Ollagnier Jean-Marc CEO EMEA Oct 13 '23 Sale 302.04 6,250 1,887,757 161,622 Oct 16 07:20 PM Framil Leonardo CEO-Growth Markets Aug 08 '23 Sale 311.52 3,000 934,548 16,898 Aug 08 04:53 PM Unruch Joel General Counsel/Corp Secretary Jul 27 '23 Sale 320.60 7,000 2,244,229 36,034 Jul 28 04:19 PM Shook Ellyn Chief Leadership & HR Officer Jul 21 '23 Sale 315.00 5,250 1,653,746 21,958 Jul 24 04:06 PM Ollagnier Jean-Marc Chief Executive - Europe Jul 14 '23 Sale 316.19 6,250 1,976,177 167,854 Jul 17 04:29 PM Sweet Julie Spellman Chair & CEO Jul 14 '23 Sale 316.23 2,930 926,561 21,982 Jul 17 04:29 PM Burgum Melissa A Chief Accounting Officer Jun 26 '23 Sale 300.00 1,344 403,200 10,506 Jun 27 09:12 AM
Index RUT
P/E -
EPS (ttm) -0.81
Insider Own 13.92%
Shs Outstand 40.42M
Perf Week 4.53%
Market Cap 422.95M
Forward P/E 11.67
EPS next Y 0.87
Insider Trans -1.64%
Shs Float 35.87M
Perf Month -29.56%
Income -30.24M
PEG -
EPS next Q -0.22
Inst Own 91.97%
Short Float 18.22%
Perf Quarter -50.22%
Sales 349.15M
P/S 1.21
EPS this Y 274.68%
Inst Trans -4.16%
Short Ratio 12.16
Perf Half Y -31.60%
Book/sh 17.73
P/B 0.57
EPS next Y -35.54%
ROA -2.31%
Short Interest 6.54M
Perf Year -60.12%
Cash/sh 2.60
P/C 3.90
EPS next 5Y 15.00%
ROE -4.17%
52W Range 8.91 - 36.79
Perf YTD -48.37%
Dividend Est. -
P/FCF 231.12
EPS past 5Y -
ROI -2.97%
52W High -72.41%
Beta 2.55
Dividend TTM -
Quick Ratio 1.86
Sales past 5Y 2.02%
Gross Margin 71.54%
52W Low 13.92%
ATR (14) 0.61
Dividend Ex-Date -
Current Ratio 1.86
EPS Y/Y TTM 90.94%
Oper. Margin 11.97%
RSI (14) 37.56
Volatility 5.27% 5.59%
Employees 1700
Debt/Eq 0.40
Sales Y/Y TTM 10.10%
Profit Margin -8.66%
Recom 2.33
Target Price 21.50
Option/Short Yes / Yes
LT Debt/Eq 0.39
EPS Q/Q 1081.48%
Payout -
Rel Volume 1.17
Prev Close 9.74
Sales Surprise 5.47%
EPS Surprise 22.39%
Sales Q/Q 65.36%
Earnings May 09 BMO
Avg Volume 537.64K
Price 10.15
SMA20 -9.39%
SMA50 -23.67%
SMA200 -44.85%
Trades
Volume 629,751
Change 4.21%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-07-24 Downgrade
Craig Hallum
Buy → Hold
$22
Feb-09-23 Upgrade
Craig Hallum
Hold → Buy
$24 → $40
Aug-10-22 Downgrade
Raymond James
Outperform → Mkt Perform
Aug-10-22 Downgrade
Craig Hallum
Buy → Hold
$45 → $24
Jul-07-22 Upgrade
RBC Capital Mkts
Underperform → Sector Perform
$28 → $27
Feb-22-22 Downgrade
Goldman
Buy → Neutral
$53 → $44
Feb-14-22 Downgrade
Evercore ISI
Outperform → In-line
$150 → $55
Feb-08-22 Downgrade
Wedbush
Outperform → Neutral
Feb-08-22 Downgrade
Robert W. Baird
Outperform → Neutral
$110 → $50
Feb-08-22 Downgrade
RBC Capital Mkts
Sector Perform → Underperform
$77 → $37
Feb-08-22 Downgrade
Jefferies
Buy → Hold
$115 → $40
Jan-14-22 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$77
Dec-16-21 Upgrade
Wells Fargo
Equal Weight → Overweight
$85
Dec-07-21 Upgrade
Raymond James
Mkt Perform → Outperform
$100
Oct-06-21 Upgrade
RBC Capital Mkts
Sector Perform → Outperform
$112 → $110
Aug-10-21 Reiterated
Needham
Buy
$155 → $165
Jul-07-21 Downgrade
Raymond James
Outperform → Mkt Perform
$115
Jun-04-21 Initiated
Robert W. Baird
Outperform
$122
May-18-21 Upgrade
Evercore ISI
In-line → Outperform
$125
Mar-26-21 Initiated
Wells Fargo
Equal Weight
$100
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Cerence, Inc. engages in building artificial intelligence-powered virtual assistants for the mobility and transportation market. Its products include core technologies, cloud and professional services, voice and beyond, mobility, and platform developers. The company was founded on October 1, 2019 and is headquartered in Burlington, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BEAUDOIN THOMAS L Director May 01 '24 Sale 9.03 5,000 45,146 247,921 May 02 05:08 PM Ortmanns Stefan Chief Executive Officer Apr 22 '24 Sale 10.04 10,762 108,045 526,388 Apr 23 04:44 PM BEAUDOIN THOMAS L Director Apr 01 '24 Sale 15.35 5,000 76,744 252,921 Apr 02 09:28 AM Ortmanns Stefan Chief Executive Officer Mar 22 '24 Sale 14.82 15,389 228,043 537,150 Mar 25 05:15 PM BEAUDOIN THOMAS L Director Mar 21 '24 Sale 14.99 5,000 74,926 257,921 Mar 22 05:14 PM Ortmanns Stefan Chief Executive Officer Mar 14 '24 Sale 14.73 21,446 315,985 552,539 Mar 15 05:08 PM Ortmanns Stefan Chief Executive Officer Jan 12 '24 Sale 19.26 11,942 230,003 573,985 Jan 12 04:15 PM Arshad Iqbal EVP, CTO Jan 09 '24 Sale 18.79 5,188 97,483 238,685 Jan 09 05:12 PM BEAUDOIN THOMAS L EVP, CFO Jan 09 '24 Sale 18.79 5,185 97,426 261,916 Jan 09 05:11 PM Arshad Iqbal EVP, CTO Nov 22 '23 Sale 17.82 11,818 210,597 141,198 Nov 22 04:03 PM Ortmanns Stefan Chief Executive Officer Oct 13 '23 Sale 17.97 54,212 974,190 436,013 Oct 16 04:38 PM BEAUDOIN THOMAS L EVP, CFO Oct 06 '23 Sale 19.15 12,795 245,024 199,483 Oct 10 04:20 PM Arshad Iqbal EVP, CTO Oct 06 '23 Sale 19.15 6,041 115,685 125,834 Oct 10 04:21 PM
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