Index S&P 500 P/E 32.02 EPS (ttm) 2.39 Insider Own 5.91% Shs Outstand 1.77B Perf Week 2.45%
Market Cap 135.69B Forward P/E 17.08 EPS next Y 4.47 Insider Trans -0.83% Shs Float 1.67B Perf Month 5.70%
Income 4.37B PEG 2.19 EPS next Q 0.82 Inst Own 84.36% Short Float 0.87% Perf Quarter 22.38%
Sales 25.61B P/S 5.30 EPS this Y 9.38% Inst Trans -0.60% Short Ratio 2.05 Perf Half Y 37.36%
Book/sh 17.92 P/B 4.26 EPS next Y 30.65% ROA 0.96% Short Interest 14.61M Perf Year 60.40%
Cash/sh 32.49 P/C 2.35 EPS next 5Y 14.63% ROE 12.26% 52W Range 46.55 - 77.05 Perf YTD 11.05%
Dividend Est. 1.03 (1.34%) P/FCF - EPS past 5Y 0.75% ROI 6.69% 52W High -0.84% Beta 0.97
Dividend TTM 1.00 (1.31%) Quick Ratio - Sales past 5Y 19.74% Gross Margin 74.66% 52W Low 64.12% ATR (14) 1.40
Dividend Ex-Date May 09, 2024 Current Ratio - EPS Y/Y TTM -34.92% Oper. Margin 35.73% RSI (14) 65.76 Volatility 1.71% 2.09%
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 0.72 Prev Close 75.54
Sales Surprise 0.60% EPS Surprise 0.78% Sales Q/Q 1.35% Earnings Apr 15 BMO Avg Volume 7.14M Price 76.40
SMA20 3.50% SMA50 7.51% SMA200 21.29% Trades
Volume 5,159,459 Change 1.14%
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 May 06 '24 Sale 76.40 65,790 5,026,474 60,906,686 May 08 05:49 PM Schwab-Pomerantz Carolyn Director May 06 '24 Sale 76.38 13,113 1,001,635 1,700,886 May 08 06:10 PM Schwab Charles R. Co-Chairman May 03 '24 Sale 75.51 66,225 5,000,425 60,972,476 May 08 05:49 PM 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 - P/E - EPS (ttm) -0.60 Insider Own 49.42% Shs Outstand 745.40M Perf Week 7.21%
Market Cap 15.73B Forward P/E 42.66 EPS next Y 0.42 Insider Trans -0.83% Shs Float 445.62M Perf Month -2.46%
Income -541.00M PEG - EPS next Q 0.10 Inst Own 38.41% Short Float 7.07% Perf Quarter 62.27%
Sales 1.89B P/S 8.33 EPS this Y 149.56% Inst Trans 4.24% Short Ratio 1.95 Perf Half Y 86.13%
Book/sh 7.68 P/B 2.32 EPS next Y 38.42% ROA -1.94% Short Interest 31.49M Perf Year 100.34%
Cash/sh 7.36 P/C 2.43 EPS next 5Y - ROE -7.93% 52W Range 7.91 - 20.55 Perf YTD 40.11%
Dividend Est. - P/FCF - EPS past 5Y -48.35% ROI -7.97% 52W High -13.14% Beta 1.76
Dividend TTM - Quick Ratio - Sales past 5Y 87.20% Gross Margin 90.52% 52W Low 125.66% ATR (14) 0.85
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM 48.68% Oper. Margin -27.17% RSI (14) 52.79 Volatility 4.05% 5.03%
Employees 2200 Debt/Eq 0.78 Sales Y/Y TTM 37.21% Profit Margin -28.65% Recom 2.89 Target Price 19.20
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 118.21% Payout - Rel Volume 1.31 Prev Close 17.99
Sales Surprise 11.81% EPS Surprise 210.88% Sales Q/Q 24.61% Earnings May 08 AMC Avg Volume 16.11M Price 17.85
SMA20 2.14% SMA50 0.83% SMA200 43.09% Trades
Volume 21,135,383 Change -0.78%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-11-24 Downgrade Citigroup
Neutral → Sell
$13 → $16
Apr-03-24 Initiated Keefe Bruyette
Mkt Perform
$20
Mar-28-24 Reiterated KeyBanc Capital Markets
Overweight
$15 → $22
Mar-14-24 Initiated Bernstein
Outperform
$30
Dec-01-23 Initiated Redburn Atlantic
Neutral
$9.50
Oct-11-23 Initiated Needham
Hold
Jul-13-23 Reiterated Morgan Stanley
Equal-Weight
$12 → $13
Jul-13-23 Reiterated Goldman
Neutral
$9 → $10
Dec-13-22 Downgrade Citigroup
Buy → Neutral
$11 → $10
Aug-31-22 Downgrade Barclays
Equal Weight → Underweight
$10
Jun-27-22 Upgrade Goldman
Sell → Neutral
$11.50 → $9.50
Jun-15-22 Downgrade Atlantic Equities
Neutral → Underweight
$15 → $5
Apr-08-22 Downgrade Goldman
Neutral → Sell
$15 → $13
Mar-30-22 Initiated Morgan Stanley
Equal-Weight
$15
Jan-31-22 Reiterated Citigroup
Buy
$51 → $24
Jan-31-22 Reiterated BofA Securities
Underperform
$22 → $13
Dec-16-21 Initiated BofA Securities
Underperform
$22
Nov-19-21 Reiterated Deutsche Bank
Hold
$40 → $32
Nov-16-21 Downgrade Atlantic Equities
Overweight → Neutral
$65 → $35
Oct-27-21 Reiterated KeyBanc Capital Markets
Overweight
$55 → $50
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Robinhood Markets, Inc is a financial services platform that pioneered commission-free stock trading with no account minimums and fractional share trading. The firm is focused on providing retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Gallagher Daniel Martin Jr Chief Legal Officer May 03 '24 Sale 17.83 12,500 222,862 854,995 May 07 07:11 PM Tenev Vladimir Chief Executive Officer May 02 '24 Sale 17.04 25,049 426,875 32,584 May 03 07:19 PM Warnick Jason Chief Financial Officer May 01 '24 Sale 16.72 5,000 83,602 997,407 May 03 07:14 PM Bhatt Baiju Director Apr 23 '24 Sale 17.61 154,160 2,714,835 0 Apr 25 06:46 PM Bhatt Baiju Director Apr 18 '24 Sale 17.16 16,667 285,994 0 Apr 22 06:42 PM Tenev Vladimir Chief Executive Officer Apr 04 '24 Sale 18.67 250,000 4,668,675 0 Apr 08 06:40 PM Warnick Jason Chief Financial Officer Apr 01 '24 Sale 19.59 5,000 97,960 1,002,407 Apr 02 06:45 PM Bhatt Baiju Chief Creative Officer Mar 19 '24 Sale 17.17 16,667 286,129 0 Mar 21 07:23 PM Bhatt Baiju Chief Creative Officer Mar 12 '24 Sale 16.41 157,177 2,579,935 0 Mar 14 06:50 PM Gallagher Daniel Martin Jr Chief Legal Officer Mar 05 '24 Sale 15.90 12,500 198,795 814,489 Mar 07 06:33 PM Tenev Vladimir Chief Executive Officer Mar 04 '24 Sale 16.76 250,000 4,190,350 0 Mar 06 06:50 PM Warnick Jason Chief Financial Officer Mar 01 '24 Sale 16.47 5,000 82,369 971,497 Mar 05 06:09 PM Bhatt Baiju Chief Creative Officer Feb 29 '24 Sale 16.17 16,667 269,429 0 Mar 04 07:38 PM Tenev Vladimir Chief Executive Officer Feb 26 '24 Sale 15.12 500,000 7,559,500 0 Feb 28 06:30 PM Bhatt Baiju Chief Creative Officer Feb 26 '24 Sale 15.10 482,667 7,286,614 0 Feb 28 06:30 PM Quirk Steven M. Chief Brokerage Officer Feb 23 '24 Sale 14.43 60,895 878,544 350,769 Feb 27 06:38 PM Bhatt Baiju Chief Creative Officer Feb 21 '24 Sale 13.57 188,077 2,552,073 0 Feb 23 06:29 PM Warnick Jason Chief Financial Officer Feb 12 '24 Sale 12.00 5,000 60,000 916,267 Feb 14 06:33 PM Tenev Vladimir Chief Executive Officer Feb 05 '24 Sale 10.61 250,000 2,651,875 0 Feb 07 06:31 PM Gallagher Daniel Martin Jr Chief Legal Officer Feb 05 '24 Sale 10.61 12,500 132,608 738,291 Feb 07 06:29 PM Bhatt Baiju Chief Creative Officer Feb 02 '24 Sale 10.82 21,587 233,517 36,045 Feb 05 06:35 PM Tenev Vladimir Chief Executive Officer Feb 02 '24 Sale 10.82 21,586 233,515 77,180 Feb 05 06:33 PM Bhatt Baiju Chief Creative Officer Jan 08 '24 Sale 12.28 222,877 2,737,732 3,497 Jan 10 06:36 PM Tenev Vladimir Chief Executive Officer Jan 04 '24 Sale 12.01 250,000 3,001,725 41,134 Jan 08 06:37 PM Warnick Jason Chief Financial Officer Jan 02 '24 Sale 12.43 5,000 62,166 921,267 Jan 04 06:29 PM Bhatt Baiju Chief Creative Officer Dec 13 '23 Sale 11.56 227,859 2,633,663 226,374 Dec 15 06:38 PM Warnick Jason Chief Financial Officer Dec 13 '23 Sale 12.00 20,000 240,000 891,048 Dec 15 06:37 PM Tenev Vladimir Chief Executive Officer Dec 11 '23 Sale 11.60 250,000 2,900,450 291,134 Dec 13 06:34 PM Gallagher Daniel Martin Jr Chief Legal Officer Dec 05 '23 Sale 10.30 12,500 128,726 698,369 Dec 07 07:10 PM Bhatt Baiju Chief Creative Officer Nov 13 '23 Sale 8.31 106,319 883,617 296,105 Nov 15 06:28 PM Tenev Vladimir Chief Executive Officer Nov 06 '23 Sale 9.61 83,333 800,772 541,134 Nov 08 06:36 PM Gallagher Daniel Martin Jr Chief Legal Officer Nov 03 '23 Sale 9.69 12,500 121,179 622,170 Nov 07 06:37 PM Bhatt Baiju Chief Creative Officer Nov 02 '23 Sale 9.35 27,832 260,307 158,128 Nov 03 06:34 PM Tenev Vladimir Chief Executive Officer Nov 02 '23 Sale 9.35 27,829 260,301 624,467 Nov 03 06:33 PM Bhatt Baiju Chief Creative Officer Oct 12 '23 Sale 9.43 90,021 848,997 402,424 Oct 16 06:28 PM Tenev Vladimir Chief Executive Officer Oct 04 '23 Sale 9.60 83,333 800,197 594,663 Oct 06 06:38 PM Gallagher Daniel Martin Jr Chief Legal Officer Oct 04 '23 Sale 9.60 11,674 112,077 581,665 Oct 06 06:39 PM Bhatt Baiju Chief Creative Officer Sep 12 '23 Sale 10.87 80,720 877,071 492,445 Sep 14 06:05 PM Gallagher Daniel Martin Jr Chief Legal Officer Sep 12 '23 Sale 10.85 80,000 867,792 581,665 Sep 14 06:05 PM Tenev Vladimir Chief Executive Officer Sep 05 '23 Sale 10.77 83,334 897,282 677,996 Sep 07 06:35 PM Gallagher Daniel Martin Jr Chief Legal Officer Sep 05 '23 Sale 10.76 12,500 134,455 661,665 Sep 07 06:32 PM Bhatt Baiju Chief Creative Officer Aug 11 '23 Sale 10.68 81,548 870,859 573,165 Aug 15 06:40 PM Tenev Vladimir Chief Executive Officer Aug 04 '23 Sale 11.45 83,333 953,921 761,330 Aug 07 06:32 PM Gallagher Daniel Martin Jr Chief Legal Officer Aug 03 '23 Sale 11.56 12,500 144,559 585,467 Aug 07 06:37 PM Bhatt Baiju Chief Creative Officer Aug 02 '23 Sale 12.45 29,606 368,660 128,327 Aug 03 06:32 PM Tenev Vladimir Chief Executive Officer Aug 02 '23 Sale 12.45 29,604 368,659 844,663 Aug 03 06:33 PM Warnick Jason Chief Financial Officer Aug 01 '23 Sale 12.69 5,000 63,450 703,325 Aug 03 06:24 PM Bhatt Baiju Chief Creative Officer Jul 12 '23 Sale 11.92 73,965 881,367 654,713 Jul 14 06:32 PM Warnick Jason Chief Financial Officer Jul 11 '23 Sale 12.00 40,000 480,000 708,325 Jul 13 06:07 PM Tenev Vladimir Chief Executive Officer Jul 05 '23 Sale 10.63 83,333 885,913 816,634 Jul 07 06:36 PM Gallagher Daniel Martin Jr Chief Legal Officer Jul 05 '23 Sale 10.63 11,674 124,109 544,962 Jul 07 06:37 PM Bhatt Baiju Chief Creative Officer Jun 12 '23 Sale 9.33 92,987 867,829 728,678 Jun 14 06:09 PM Tenev Vladimir Chief Executive Officer Jun 05 '23 Sale 9.11 83,334 759,289 899,967 Jun 07 06:39 PM Gallagher Daniel Martin Jr Chief Legal Officer Jun 05 '23 Sale 9.11 12,500 113,906 544,962 Jun 07 06:41 PM Quirk Steven M. Chief Brokerage Officer Jun 01 '23 Option Exercise 0.00 78,757 0 280,372 Jun 05 07:33 PM Gallagher Daniel Martin Jr Chief Legal Officer Jun 01 '23 Option Exercise 0.00 171,566 0 640,330 Jun 05 07:43 PM Warnick Jason Chief Financial Officer Jun 01 '23 Option Exercise 0.00 144,815 0 771,359 Jun 05 07:30 PM Bhatt Baiju Chief Creative Officer May 11 '23 Sale 9.52 96,472 918,056 821,665 May 15 07:34 PM
Index - P/E 37.47 EPS (ttm) 1.22 Insider Own 25.80% Shs Outstand 210.63M Perf Week 6.06%
Market Cap 9.72B Forward P/E 10.95 EPS next Y 4.19 Insider Trans -2.67% Shs Float 157.34M Perf Month 3.80%
Income 277.94M PEG 2.08 EPS next Q 0.71 Inst Own 62.69% Short Float 1.35% Perf Quarter 14.37%
Sales 8.36B P/S 1.16 EPS this Y 176.06% Inst Trans -2.97% Short Ratio 2.10 Perf Half Y 33.45%
Book/sh 46.13 P/B 0.99 EPS next Y 37.87% ROA 0.55% Short Interest 2.12M Perf Year 51.64%
Cash/sh 41.55 P/C 1.10 EPS next 5Y 18.00% ROE 3.20% 52W Range 29.33 - 47.39 Perf YTD 13.44%
Dividend Est. 1.20 (2.62%) P/FCF 186.99 EPS past 5Y -1.01% ROI 1.37% 52W High -3.27% Beta 1.33
Dividend TTM 1.20 (2.62%) Quick Ratio - Sales past 5Y 9.89% Gross Margin 92.26% 52W Low 56.29% ATR (14) 0.88
Dividend Ex-Date May 17, 2024 Current Ratio - EPS Y/Y TTM -47.89% Oper. Margin 40.62% RSI (14) 65.10 Volatility 1.34% 1.94%
Employees 7564 Debt/Eq 2.81 Sales Y/Y TTM 4.33% Profit Margin 3.33% Recom 1.75 Target Price 50.33
Option/Short Yes / Yes LT Debt/Eq 1.07 EPS Q/Q 22.01% Payout 108.81% Rel Volume 0.75 Prev Close 45.65
Sales Surprise 14.65% EPS Surprise -12.00% Sales Q/Q 59.92% Earnings Mar 27 AMC Avg Volume 1.01M Price 45.84
SMA20 5.98% SMA50 5.41% SMA200 18.89% Trades
Volume 756,342 Change 0.42%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-22-23 Upgrade Goldman
Neutral → Buy
$37 → $40
Jul-12-23 Upgrade Morgan Stanley
Underweight → Equal-Weight
$27 → $36
Apr-12-23 Downgrade Morgan Stanley
Equal-Weight → Underweight
$28 → $27
Jan-11-23 Downgrade Goldman
Buy → Neutral
$40
Dec-22-22 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$38 → $37
Sep-06-22 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$30 → $38
Dec-16-21 Initiated Morgan Stanley
Equal-Weight
$40
Nov-16-21 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$46
Sep-21-21 Initiated Goldman
Buy
$45
Sep-16-20 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$17 → $21
Jul-11-19 Resumed Keefe Bruyette
Mkt Perform
$23
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(Investor's Business Daily)
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(The Wall Street Journal)
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(The Wall Street Journal)
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Jefferies Financial Group, Inc. is a holding company, which engages in the provision of financial services. It operates through Investment Banking and Capital Markets, and Asset Management. The Investment Banking and Capital Markets segment involves the provision of underwriting and financial advisory services in the Americas, Europe and the Middle East, and Asia-Pacific. The Asset Management segment includes investing seed and additional strategic capital. The company was founded in 1968 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
HANDLER RICHARD B CEO Apr 24 '24 Sale 43.50 1,500,000 65,250,900 15,314,150 Apr 24 09:32 PM STEINBERG JOSEPH S Chairman of the Board Aug 04 '23 Sale 35.79 134,217 4,803,224 15,744,184 Aug 04 07:29 PM STEINBERG JOSEPH S Chairman of the Board Aug 03 '23 Sale 35.68 346,984 12,379,695 15,878,401 Aug 04 07:29 PM STEINBERG JOSEPH S Chairman of the Board Aug 02 '23 Sale 35.87 225,311 8,081,185 16,225,385 Aug 02 08:21 PM STEINBERG JOSEPH S Chairman of the Board Aug 01 '23 Sale 36.23 222,756 8,070,249 16,450,696 Aug 02 08:21 PM STEINBERG JOSEPH S Chairman of the Board Jul 31 '23 Sale 36.85 218,792 8,063,207 16,673,452 Aug 02 08:21 PM FRIEDMAN BRIAN P President Jul 12 '23 Option Exercise 22.20 2,000 44,401 4,595,989 Jul 14 04:31 PM
Index S&P 500 P/E 17.42 EPS (ttm) 5.49 Insider Own 23.34% Shs Outstand 1.63B Perf Week 4.48%
Market Cap 155.43B Forward P/E 12.60 EPS next Y 7.59 Insider Trans -0.11% Shs Float 1.25B Perf Month 1.66%
Income 8.96B PEG 2.18 EPS next Q 1.67 Inst Own 62.45% Short Float 1.28% Perf Quarter 11.21%
Sales 99.83B P/S 1.56 EPS this Y 32.56% Inst Trans -1.02% Short Ratio 1.96 Perf Half Y 25.97%
Book/sh 55.60 P/B 1.72 EPS next Y 10.50% ROA 0.78% Short Interest 15.93M Perf Year 13.28%
Cash/sh - P/C - EPS next 5Y 8.00% ROE 9.52% 52W Range 69.42 - 95.93 Perf YTD 2.56%
Dividend Est. 3.51 (3.67%) P/FCF 21.01 EPS past 5Y 1.84% ROI 2.41% 52W High -0.30% Beta 1.37
Dividend TTM 3.40 (3.55%) Quick Ratio - Sales past 5Y 15.18% Gross Margin - 52W Low 37.77% ATR (14) 1.75
Dividend Ex-Date Apr 29, 2024 Current Ratio 1.40 EPS Y/Y TTM -5.92% Oper. Margin 12.35% RSI (14) 63.77 Volatility 1.25% 2.11%
Employees 80000 Debt/Eq 3.88 Sales Y/Y TTM 34.61% Profit Margin 8.98% Recom 2.36 Target Price 99.52
Option/Short Yes / Yes LT Debt/Eq 2.75 EPS Q/Q 18.51% Payout 62.71% Rel Volume 0.57 Prev Close 95.79
Sales Surprise 5.11% EPS Surprise 20.83% Sales Q/Q 13.62% Earnings Apr 16 BMO Avg Volume 8.11M Price 95.64
SMA20 4.62% SMA50 5.67% SMA200 11.62% Trades
Volume 4,662,365 Change -0.16%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-17-24 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$102 → $91
Jan-17-24 Downgrade JP Morgan
Overweight → Neutral
$94 → $87
Jan-09-24 Downgrade HSBC Securities
Buy → Hold
$96
Nov-28-23 Downgrade Societe Generale
Buy → Hold
Nov-20-23 Downgrade Exane BNP Paribas
Outperform → Neutral
$85
Oct-23-23 Downgrade Odeon
Buy → Hold
$79.15
Oct-20-23 Upgrade Wolfe Research
Underperform → Peer Perform
Oct-11-23 Downgrade UBS
Buy → Neutral
$110 → $84
Sep-07-23 Initiated HSBC Securities
Buy
$99
Jul-12-23 Upgrade Odeon
Hold → Buy
$94
Jan-18-23 Downgrade Citigroup
Buy → Neutral
$100
Jan-10-23 Upgrade Odeon
Sell → Hold
$88.75
Jan-04-23 Downgrade Wolfe Research
Outperform → Underperform
$92
Oct-05-22 Downgrade Atlantic Equities
Overweight → Neutral
$95 → $85
Sep-06-22 Downgrade Odeon
Hold → Sell
May-03-22 Upgrade Oppenheimer
Perform → Outperform
$111
Jan-28-22 Downgrade Odeon
Buy → Hold
Dec-03-21 Upgrade Citigroup
Neutral → Buy
$105 → $115
Oct-15-21 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$97
Oct-04-21 Reiterated Jefferies
Buy
$108 → $119
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Provides diversified financial services including brokerage, investment management and venture capital services
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
GORMAN JAMES P Executive Chairman Apr 18 '24 Sale 90.21 100,000 9,020,530 414,870 Apr 19 04:06 PM Smith Charles Aubrey III Chief Risk Officer Apr 17 '24 Sale 90.09 11,200 1,009,019 126,190 Apr 19 04:05 PM GORMAN JAMES P Executive Chairman Feb 12 '24 Sale 87.30 100,000 8,730,220 350,000 Feb 14 04:19 PM SAPERSTEIN ANDREW M Co-President Feb 12 '24 Sale 87.19 26,655 2,324,092 286,835 Feb 14 04:19 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 31 '24 Sale 88.55 26,562 2,352,001 234,627 Feb 01 04:20 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 30 '24 Sale 87.81 26,563 2,332,595 261,189 Feb 01 04:20 PM SAPERSTEIN ANDREW M Co-President Jan 30 '24 Sale 87.92 10,000 879,170 313,490 Feb 01 04:22 PM AKRAM RAJA Deputy Chief Financial Officer Jan 30 '24 Sale 87.41 4,500 393,346 93,134 Feb 01 04:21 PM GORMAN JAMES P Executive Chairman Jan 26 '24 Sale 87.93 50,000 4,396,400 379,701 Jan 26 04:36 PM GORMAN JAMES P Executive Chairman Jan 25 '24 Sale 87.93 50,000 4,396,435 400,000 Jan 25 04:03 PM SAPERSTEIN ANDREW M Co-President Jan 19 '24 Sale 84.13 10,000 841,344 323,490 Jan 19 04:15 PM AKRAM RAJA Deputy Chief Financial Officer Jan 18 '24 Sale 83.56 7,000 584,928 97,634 Jan 19 04:22 PM MORGAN STANLEY 10% Owner Oct 05 '23 Sale 50000.00 135 6,750,000 0 Oct 10 08:22 PM GORMAN JAMES P Chairman and CEO Jul 24 '23 Sale 95.19 125,000 11,898,812 1,011,345 Jul 26 04:11 PM PICK EDWARD N Co-President/Head of IS Jul 24 '23 Sale 94.33 100,000 9,433,050 604,845 Jul 26 04:14 PM SIMKOWITZ DANIEL A Head of Investment Management Jul 20 '23 Sale 93.78 37,608 3,526,852 319,040 Jul 21 04:18 PM GORMAN JAMES P Chairman and CEO Jul 19 '23 Sale 92.35 125,000 11,543,286 1,136,345 Jul 21 04:13 PM SAPERSTEIN ANDREW M Co-President/Head of WM Jul 19 '23 Sale 93.09 39,254 3,654,280 193,708 Jul 21 04:16 PM AKRAM RAJA Deputy Chief Financial Officer Jul 19 '23 Sale 92.00 13,500 1,242,000 82,984 Jul 21 04:11 PM Smith Charles Aubrey III Chief Risk Officer Jul 19 '23 Sale 92.41 5,600 517,520 136,513 Jul 21 04:20 PM MORGAN STANLEY 10% Owner Jun 09 '23 Sale 9.45 1,049,889 9,921,451 8,456,881 Jun 13 04:04 PM AKRAM RAJA Deputy Chief Financial Officer May 15 '23 Sale 82.95 7,320 607,198 96,484 May 17 04:08 PM
Index - P/E - EPS (ttm) -4.33 Insider Own 14.65% Shs Outstand 5.93M Perf Week 0.98%
Market Cap 13.88M Forward P/E - EPS next Y - Insider Trans 20.49% Shs Float 5.07M Perf Month -22.00%
Income -22.88M PEG - EPS next Q - Inst Own 7.80% Short Float 0.31% Perf Quarter 4.46%
Sales 2.04M P/S 6.80 EPS this Y - Inst Trans 15.95% Short Ratio 1.22 Perf Half Y 14.15%
Book/sh 8.92 P/B 0.26 EPS next Y - ROA -34.20% Short Interest 0.02M Perf Year -20.41%
Cash/sh 2.76 P/C 0.85 EPS next 5Y - ROE -36.12% 52W Range 1.76 - 3.40 Perf YTD -9.65%
Dividend Est. - P/FCF - EPS past 5Y - ROI -40.90% 52W High -31.18% Beta 0.92
Dividend TTM - Quick Ratio 17.51 Sales past 5Y -33.57% Gross Margin 78.32% 52W Low 32.95% ATR (14) 0.18
Dividend Ex-Date May 12, 1980 Current Ratio 17.51 EPS Y/Y TTM 13.99% Oper. Margin -1068.96% RSI (14) 41.97 Volatility 6.82% 7.09%
Employees 28 Debt/Eq 0.07 Sales Y/Y TTM - Profit Margin -1122.22% Recom 1.00 Target Price 16.00
Option/Short No / Yes LT Debt/Eq 0.06 EPS Q/Q 19.43% Payout - Rel Volume 0.32 Prev Close 2.26
Sales Surprise - EPS Surprise - Sales Q/Q - Earnings - Avg Volume 12.78K Price 2.34
SMA20 -11.21% SMA50 -4.02% SMA200 -2.29% Trades
Volume 4,033 Change 3.54%
Apr-17-24 08:30AM
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Dominari Holdings, Inc. is a biotechnology development company, which engages in the provision of diversified portfolio of small-molecule anticancer and antiviral therapeutics in development. Its oncology therapeutics includes treatments for pancreatic cancer, acute myeloid leukemia, and acute lymphoblastic leukemia. It also creates a broad-spectrum antiviral platform, in which the lead compounds have activity against multiple viruses including Influenza virus, Ebolavirus and Marburg virus, SARS-CoV, MERS-CoV, and SARS-CoV-2, the cause of COVID-19. The company was founded by Gilbert V. Levin and M. Karen Levin in 1967 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Wool Kyle Michael President Apr 08 '24 Buy 2.99 8,500 25,390 22,750 Apr 10 04:10 PM Hayes Anthony CEO Apr 05 '24 Buy 2.88 13,500 38,823 116,248 Apr 08 04:10 PM Wool Kyle Michael President Apr 04 '24 Buy 2.87 19,000 54,511 18,500 Apr 08 04:10 PM Hayes Anthony CEO Apr 04 '24 Buy 2.62 3,944 10,339 102,748 Apr 08 04:10 PM Devall Christopher Franklin COO Dec 26 '23 Buy 2.55 7,000 17,863 30,033 Dec 28 08:00 AM Wool Kyle Michael President Dec 26 '23 Buy 2.60 5,000 12,996 9,000 Dec 28 08:00 AM Hayes Anthony CEO Dec 20 '23 Buy 2.00 70,000 140,168 98,804 Dec 22 06:00 AM Wool Kyle Michael Director Dec 12 '23 Buy 2.03 4,000 8,122 4,000 Dec 14 04:05 PM Hayes Anthony CEO Dec 12 '23 Buy 2.00 4,000 8,012 28,804 Dec 14 04:05 PM Devall Christopher Franklin COO Nov 30 '23 Buy 2.28 1,000 2,278 23,033 Nov 30 04:05 PM Devall Christopher Franklin COO Nov 28 '23 Buy 2.26 1,000 2,259 22,033 Nov 28 04:10 PM Wool Kyle Michael Director Nov 27 '23 Buy 2.20 1,000 2,200 24,000 Nov 28 04:05 PM Hayes Anthony CEO Nov 24 '23 Buy 2.16 1,481 3,200 24,804 Nov 27 04:05 PM Hayes Anthony CEO Nov 22 '23 Buy 2.09 1,323 2,765 23,323 Nov 27 04:05 PM Wool Kyle Michael Director Nov 20 '23 Buy 2.05 2,000 4,103 23,000 Nov 21 04:05 PM Hayes Anthony CEO Nov 16 '23 Buy 1.97 2,500 4,916 22,000 Nov 20 06:01 AM Hayes Anthony CEO Nov 14 '23 Buy 1.93 2,500 4,825 19,500 Nov 15 05:23 PM Wool Kyle Michael Director Sep 20 '23 Buy 2.62 15,000 39,271 21,000 Sep 22 08:30 AM Hayes Anthony CEO Sep 20 '23 Buy 2.59 15,000 38,899 17,000 Sep 22 08:30 AM Wool Kyle Michael Director Sep 19 '23 Buy 2.55 2,000 5,091 6,000 Sep 20 04:05 PM Wool Kyle Michael Director Sep 14 '23 Buy 2.74 2,000 5,471 4,000 Sep 18 08:00 AM Hayes Anthony CEO Sep 13 '23 Buy 2.75 2,000 5,494 2,000 Sep 15 04:05 PM Wool Kyle Michael Director Sep 11 '23 Buy 2.82 2,000 5,631 2,000 Sep 12 04:45 PM Wool Kyle Michael Director Aug 25 '23 Buy 2.90 2,000 5,794 818,858 Aug 28 05:02 PM Hayes Anthony CEO Aug 23 '23 Buy 2.86 2,000 5,718 218,506 Aug 25 05:03 PM Wool Kyle Michael Director Aug 21 '23 Buy 2.99 1,000 2,994 816,858 Aug 22 04:05 PM Wool Kyle Michael Director Aug 18 '23 Buy 2.95 1,369 4,034 815,858 Aug 22 04:05 PM Hayes Anthony CEO Aug 16 '23 Buy 2.94 2,000 5,880 216,506 Aug 18 04:05 PM Wool Kyle Michael Director Aug 14 '23 Buy 3.00 2,000 6,000 814,489 Aug 16 04:05 PM Hayes Anthony CEO Jun 14 '23 Buy 2.87 1,319 3,792 214,506 Jun 15 04:05 PM Hayes Anthony CEO Jun 13 '23 Buy 2.89 506 1,460 213,187 Jun 14 04:05 PM Wool Kyle Michael Director Jun 09 '23 Buy 2.76 1,500 4,146 282,774 Jun 12 04:00 PM Wool Kyle Michael Director Jun 08 '23 Buy 2.59 424 1,097 281,274 Jun 09 09:06 PM Wool Kyle Michael Director May 30 '23 Buy 2.59 2,000 5,180 280,850 May 31 08:00 AM Hayes Anthony CEO May 24 '23 Buy 2.75 2,000 5,500 212,681 May 25 08:00 AM Wool Kyle Michael Director May 18 '23 Buy 2.94 2,000 5,877 278,792 May 22 08:30 AM Devall Christopher Franklin COO May 18 '23 Buy 2.94 1,500 4,412 21,033 Jul 10 02:05 PM Wool Kyle Michael Director May 18 '23 Buy 2.54 58 148 278,850 May 26 05:51 PM Wool Kyle Michael Director May 17 '23 Buy 2.77 2,000 5,539 276,792 May 18 08:30 AM Hayes Anthony CEO May 17 '23 Buy 2.77 2,000 5,538 210,681 May 18 08:30 AM Hayes Anthony CEO May 16 '23 Buy 2.77 2,000 5,535 208,681 May 17 08:30 AM Wool Kyle Michael Director May 16 '23 Buy 2.71 2,000 5,423 274,792 May 17 08:46 AM
Index RUT P/E - EPS (ttm) -1.92 Insider Own 83.49% Shs Outstand 10.32M Perf Week 3.37%
Market Cap 2.62B Forward P/E - EPS next Y -0.19 Insider Trans 0.00% Shs Float 10.21M Perf Month -0.63%
Income -118.59M PEG - EPS next Q 0.41 Inst Own 12.34% Short Float 2.01% Perf Quarter -1.54%
Sales 646.77M P/S 4.05 EPS this Y 88.01% Inst Trans 0.19% Short Ratio 7.60 Perf Half Y 7.31%
Book/sh 7.74 P/B 5.46 EPS next Y 20.55% ROA -7.57% Short Interest 0.20M Perf Year 8.19%
Cash/sh 3.38 P/C 12.52 EPS next 5Y 45.10% ROE -33.14% 52W Range 36.78 - 54.94 Perf YTD -1.15%
Dividend Est. - P/FCF - EPS past 5Y - ROI -10.57% 52W High -23.03% Beta 0.95
Dividend TTM - Quick Ratio 0.93 Sales past 5Y 6.63% Gross Margin 11.69% 52W Low 14.98% ATR (14) 0.74
Dividend Ex-Date Feb 10, 2022 Current Ratio 0.80 EPS Y/Y TTM - Oper. Margin -7.16% RSI (14) 59.50 Volatility 1.85% 1.67%
Employees 1240 Debt/Eq 1.43 Sales Y/Y TTM - Profit Margin -18.34% Recom 1.50 Target Price 52.25
Option/Short Yes / Yes LT Debt/Eq 1.34 EPS Q/Q 11.84% Payout - Rel Volume 1.15 Prev Close 41.75
Sales Surprise -0.68% EPS Surprise -28.34% Sales Q/Q 19.72% Earnings May 08 BMO Avg Volume 26.96K Price 42.29
SMA20 2.94% SMA50 2.36% SMA200 1.95% Trades
Volume 31,013 Change 1.29%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-24-23 Initiated Seaport Research Partners
Buy
Dec-17-19 Initiated The Benchmark Company
Buy
$35
Oct-24-19 Initiated FBN Securities
Outperform
$43.31
May-09-18 Upgrade Morgan Stanley
Underweight → Equal-Weight
Sep-16-16 Initiated Gabelli & Co
Buy
$29
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Atlanta Braves Holdings, Inc. owns and operates a major league baseball (MBL) club. It operates through the Baseball and Mixed-Use Development segments. The Baseball segment includes its operations relating to the Braves baseball franchise and Truist Park and includes revenue generated from ticket sales, concessions, local broadcasting rights, advertising sponsorships, suites, and premium seat fees, retail and licensing revenue, shared MLB revenue streams, including national broadcasting rights and licensing, and other sources. Ticket sales, concessions, broadcasting rights and advertising sponsorship sales are the baseball segment's primary revenue drivers. The Mixed-Use Development segment includes retail, office, hotel and entertainment operations within The Battery Atlanta. The Battery Atlanta derives revenue primarily from office and retail rental income including overage rent and tenant reimbursements and, to a lesser extent, parking and advertising sponsorships. The company was founded on December 7, 2022 and is headquartered in Englewood, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
GABELLI MARIO J 10% Owner Apr 02 '24 Buy 41.25 500 20,625 23,300 Apr 03 04:11 PM MAFFEI GREGORY B President, CEO Mar 27 '24 Option Exercise 23.51 148,877 3,500,098 1,255,705 Mar 28 07:14 PM GAMCO INVESTORS, INC. ET AL 10% Owner Jan 22 '24 Sale 43.00 200 8,600 3,800 Jan 23 05:22 PM MCGUIRK TERENCE F Director Dec 08 '23 Option Exercise 0.00 33,088 0 465,394 Dec 12 05:50 PM MURPHY DIANA M Director Dec 08 '23 Option Exercise 0.00 592 0 592 Dec 12 05:48 PM DEEVY BRIAN Director Dec 08 '23 Option Exercise 0.00 712 0 3,185 Dec 12 05:48 PM Lucas Wonya Y Director Dec 08 '23 Option Exercise 0.00 592 0 592 Dec 12 05:48 PM Associated Capital Group, Inc. 10% Owner Nov 02 '23 Buy 38.99 40 1,560 2,550 Nov 03 03:59 PM Associated Capital Group, Inc. 10% Owner Oct 23 '23 Buy 37.75 1,000 37,750 2,510 Oct 24 04:21 PM GAMCO INVESTORS, INC. ET AL 10% Owner Oct 12 '23 Buy 39.65 500 19,825 1,510 Oct 13 04:59 PM GAMCO INVESTORS, INC. ET AL 10% Owner Aug 23 '23 Buy 41.91 800 33,528 22,800 Aug 24 05:08 PM MAFFEI GREGORY B President, CEO Aug 16 '23 Sale 40.13 425 17,054 0 Aug 18 06:01 PM GAMCO INVESTORS, INC. ET AL 10% Owner Jul 07 '23 Buy 39.96 500 19,980 1,010 Jul 10 04:04 PM ROSENTHALER ALBERT E Chief Corp. Dev. Officer Jun 06 '23 Option Exercise 33.85 19,331 654,354 78,526 Jun 08 05:11 PM ROSENTHALER ALBERT E Chief Corp. Dev. Officer Jun 06 '23 Sale 73.79 5,882 434,047 72,644 Jun 08 05:11 PM
Index - P/E 18.75 EPS (ttm) 3.66 Insider Own 17.80% Shs Outstand 131.18M Perf Week 3.56%
Market Cap 9.01B Forward P/E 15.16 EPS next Y 4.52 Insider Trans -2.01% Shs Float 108.00M Perf Month -3.29%
Income 486.64M PEG 1.56 EPS next Q 1.03 Inst Own 72.49% Short Float 1.90% Perf Quarter 3.94%
Sales 1.96B P/S 4.59 EPS this Y 20.52% Inst Trans -1.39% Short Ratio 4.00 Perf Half Y 22.03%
Book/sh 17.20 P/B 3.99 EPS next Y 8.47% ROA 19.92% Short Interest 2.05M Perf Year 16.40%
Cash/sh 6.69 P/C 10.25 EPS next 5Y 12.00% ROE 22.78% 52W Range 52.19 - 72.54 Perf YTD 7.90%
Dividend Est. 0.94 (1.36%) P/FCF 21.57 EPS past 5Y 1.96% ROI 21.39% 52W High -5.47% Beta 1.03
Dividend TTM 0.89 (1.30%) Quick Ratio - Sales past 5Y 3.56% Gross Margin 84.89% 52W Low 31.37% ATR (14) 0.99
Dividend Ex-Date Dec 27, 2023 Current Ratio - EPS Y/Y TTM 27.06% Oper. Margin 23.05% RSI (14) 58.15 Volatility 0.89% 1.49%
Employees 5089 Debt/Eq 0.01 Sales Y/Y TTM 4.65% Profit Margin 24.77% Recom 3.00 Target Price 73.00
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 25.16% Payout 25.75% Rel Volume 0.83 Prev Close 68.30
Sales Surprise 0.23% EPS Surprise 1.20% Sales Q/Q 9.22% Earnings Apr 24 AMC Avg Volume 511.94K Price 68.57
SMA20 2.37% SMA50 0.06% SMA200 9.04% Trades
Volume 426,193 Change 0.40%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-29-23 Initiated Piper Sandler
Neutral
$60
Jul-25-22 Resumed William Blair
Mkt Perform
Jul-12-22 Downgrade Morgan Stanley
Equal-Weight → Underweight
$55
Mar-28-22 Downgrade Goldman
Buy → Neutral
$67 → $65
Nov-02-21 Initiated Truist
Hold
$67
Jan-06-21 Initiated Goldman
Buy
$70.50
Nov-30-20 Downgrade Morgan Stanley
Overweight → Equal-Weight
$72
Oct-06-20 Initiated Morgan Stanley
Overweight
$63
Jun-01-20 Resumed Oppenheimer
Outperform
Apr-15-19 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$56 → $64
Oct-24-18 Upgrade Keefe Bruyette
Mkt Perform → Outperform
Apr-12-18 Downgrade William Blair
Outperform → Mkt Perform
Apr-20-17 Downgrade Raymond James
Outperform → Mkt Perform
Apr-06-16 Upgrade Keefe Bruyette
Underperform → Mkt Perform
Jan-28-16 Reiterated Oppenheimer
Outperform
$57 → $52
Jan-28-16 Downgrade Keefe Bruyette
Mkt Perform → Underperform
Aug-27-15 Upgrade Credit Agricole
Outperform → Buy
Jul-23-15 Reiterated Oppenheimer
Outperform
$48 → $57
Jun-05-15 Initiated Raymond James
Outperform
May-20-15 Initiated Credit Agricole
Outperform
$52
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SEI Investments Co. engages in the provision of investment processing, investment management and investment operations platforms. It operates through the following business segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. The Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers and financial advisors worldwide. The Investment Advisors segment offers investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners and other investment professionals. The Institutional Investors segment delivers investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems and not-for-profit organizations worldwide. The Investment Managers segment gives investment operations outsourcing platforms to fund companies, banking institutions and both traditional and non-traditional investment managers worldwide. The Investments in New Businesses segment focuses on the provision of investment management programs to ultra-high-net-worth families residing in the United States, developing internet-based investment services and advice platforms, entering new markets and conducting other research and development activities. The company was founded by Alfred P. West, Jr. in 1968 and is headquartered in Oaks, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
WEST ALFRED P JR Executive Chairman Mar 28 '24 Sale 72.14 19,363 1,396,847 7,865,471 Apr 01 09:26 AM WEST ALFRED P JR Executive Chairman Mar 26 '24 Sale 70.75 150,000 10,612,500 7,884,834 Mar 28 12:45 PM KLAUDER PAUL EXECUTIVE VICE PRESIDENT Mar 08 '24 Option Exercise 40.64 2,000 81,280 22,752 Mar 28 10:42 AM KLAUDER PAUL EXECUTIVE VICE PRESIDENT Mar 08 '24 Sale 69.80 2,000 139,600 20,752 Mar 28 10:42 AM Warner Mark Andrew Feb 23 '24 Option Exercise 40.64 3,000 121,920 4,300 Feb 26 11:54 AM Warner Mark Andrew Feb 23 '24 Sale 67.31 3,000 201,930 1,300 Feb 26 11:54 AM Sharma Sanjay See Remarks* Feb 12 '24 Option Exercise 40.64 15,000 609,600 31,895 Feb 14 11:57 AM Sharma Sanjay See Remarks* Feb 12 '24 Sale 67.20 15,000 1,008,000 16,895 Feb 14 11:57 AM WITHROW WAYNE EXECUTIVE VICE PRESIDENT Feb 07 '24 Option Exercise 51.87 16,970 880,161 70,399 Feb 09 10:30 AM WITHROW WAYNE EXECUTIVE VICE PRESIDENT Feb 07 '24 Sale 66.16 16,970 1,122,803 55,399 Feb 09 10:30 AM WITHROW WAYNE EXECUTIVE VICE PRESIDENT Feb 06 '24 Option Exercise 40.64 700 28,448 56,099 Feb 07 10:33 AM WITHROW WAYNE EXECUTIVE VICE PRESIDENT Feb 06 '24 Sale 65.90 700 46,130 55,399 Feb 07 10:33 AM WITHROW WAYNE EXECUTIVE VICE PRESIDENT Feb 05 '24 Option Exercise 40.64 17,330 704,291 72,729 Feb 07 10:33 AM WITHROW WAYNE EXECUTIVE VICE PRESIDENT Feb 05 '24 Sale 65.89 17,330 1,141,874 55,399 Feb 07 10:33 AM DORAN WILLIAM Director Dec 05 '23 Option Exercise 33.76 10,000 337,600 672,611 Dec 07 10:18 AM WEST ALFRED P JR Executive Chairman Dec 04 '23 Option Exercise 33.76 6,219 209,953 8,035,534 Dec 04 07:13 PM WEST ALFRED P JR Executive Chairman Dec 04 '23 Sale 59.97 4,700 281,854 8,030,834 Dec 04 07:13 PM WEST ALFRED P JR Executive Chairman Dec 01 '23 Option Exercise 33.76 38,781 1,309,247 8,058,658 Dec 04 07:13 PM ROMEO CARMEN Director Dec 01 '23 Option Exercise 33.76 5,000 168,800 1,594,352 Dec 04 03:38 PM WEST ALFRED P JR Executive Chairman Dec 01 '23 Sale 59.78 29,343 1,754,125 8,029,315 Dec 04 07:13 PM ROMEO CARMEN Director Dec 01 '23 Sale 59.00 5,000 295,000 1,589,352 Dec 04 03:38 PM WEST ALFRED P JR Executive Chairman Nov 22 '23 Sale 57.91 18,559 1,074,752 8,019,877 Nov 22 03:57 PM WITHROW WAYNE EXECUTIVE VICE PRESIDENT Nov 21 '23 Option Exercise 33.76 8,924 301,274 64,323 Nov 21 04:42 PM WEST ALFRED P JR Executive Chairman Nov 21 '23 Sale 57.85 90,478 5,234,152 8,038,436 Nov 21 04:39 PM WITHROW WAYNE EXECUTIVE VICE PRESIDENT Nov 21 '23 Sale 58.00 8,924 517,592 55,399 Nov 21 04:42 PM WEST ALFRED P JR Executive Chairman Nov 20 '23 Sale 58.24 49,946 2,908,855 8,128,914 Nov 21 04:39 PM WEST ALFRED P JR Executive Chairman Nov 17 '23 Sale 58.00 48,159 2,793,222 8,178,860 Nov 21 04:39 PM Hicke Ryan CHIEF EXECUTIVE OFFICER Nov 02 '23 Option Exercise 33.76 5,000 168,800 107,609 Nov 03 11:37 AM SEI INVESTMENTS CO 10% Owner Oct 31 '23 Buy 10.00 1,240,000 12,400,000 1,250,000 Nov 01 02:07 PM McCabe Philip EVP - Head of Investment Mgr Oct 27 '23 Option Exercise 33.76 12,500 422,000 29,044 Oct 30 01:03 PM WITHROW WAYNE Executive Vice President Sep 20 '23 Option Exercise 33.76 10,000 337,600 65,399 Sep 21 04:09 PM WITHROW WAYNE Executive Vice President Sep 20 '23 Sale 62.03 10,000 620,300 55,399 Sep 21 04:09 PM Peterson Michael EVP and General Counsel Sep 19 '23 Option Exercise 54.34 25,000 1,358,500 27,500 Sep 21 04:09 PM WITHROW WAYNE Executive Vice President Sep 19 '23 Option Exercise 33.76 1,076 36,326 56,475 Sep 21 04:09 PM Peterson Michael EVP and General Counsel Sep 19 '23 Sale 61.29 25,000 1,532,250 2,500 Sep 21 04:09 PM WITHROW WAYNE Executive Vice President Sep 19 '23 Sale 61.79 1,076 66,486 55,399 Sep 21 04:09 PM WEST ALFRED P JR Executive Chairman Sep 13 '23 Sale 60.14 43,192 2,597,567 8,227,019 Sep 13 07:30 PM WEST ALFRED P JR Executive Chairman Sep 12 '23 Sale 60.50 70,440 4,261,393 8,270,211 Sep 13 07:30 PM WEST ALFRED P JR Executive Chairman Sep 11 '23 Sale 61.02 18,808 1,147,664 8,340,651 Sep 13 07:30 PM MCCARTHY KATHRYN Director Sep 08 '23 Option Exercise 40.64 10,000 406,400 82,466 Sep 11 03:51 PM MCCARTHY KATHRYN Director Sep 08 '23 Sale 60.58 10,000 605,766 72,466 Sep 11 03:51 PM MCGONIGLE DENNIS EVP, CFO Aug 30 '23 Option Exercise 33.76 30,000 1,012,800 624,163 Sep 01 11:19 AM MCGONIGLE DENNIS EVP, CFO Aug 30 '23 Sale 62.22 30,000 1,866,735 594,163 Sep 01 11:19 AM Peterson Michael EVP and General Counsel Jul 28 '23 Option Exercise 48.47 10,000 484,700 12,500 Jul 31 05:07 PM Peterson Michael EVP and General Counsel Jul 28 '23 Sale 63.20 10,000 632,000 2,500 Jul 31 05:07 PM WITHROW WAYNE Executive Vice President Jul 27 '23 Option Exercise 33.76 10,000 337,600 65,399 Jul 31 05:06 PM WITHROW WAYNE Executive Vice President Jul 27 '23 Sale 62.74 10,000 627,400 55,399 Jul 31 05:06 PM Hicke Ryan Chief Executive Officer Jun 28 '23 Option Exercise 33.76 20,000 675,200 102,609 Jun 30 04:06 PM Hicke Ryan Chief Executive Officer Jun 28 '23 Sale 58.68 23 1,363 82,609 Jun 30 04:06 PM WEST ALFRED P JR Executive Chairman Jun 23 '23 Sale 56.96 60,270 3,432,979 8,359,459 Jun 26 04:05 PM WEST ALFRED P JR Executive Chairman Jun 22 '23 Sale 57.68 41,304 2,382,415 8,419,729 Jun 22 05:17 PM WEST ALFRED P JR Executive Chairman Jun 21 '23 Sale 58.68 58,687 3,443,753 8,461,033 Jun 22 05:17 PM WEST ALFRED P JR Executive Chairman Jun 20 '23 Sale 58.99 46,647 2,751,707 8,519,720 Jun 22 05:17 PM
Index RUT P/E - EPS (ttm) -14.74 Insider Own 13.69% Shs Outstand 13.32M Perf Week 7.02%
Market Cap 172.63M Forward P/E - EPS next Y - Insider Trans -0.44% Shs Float 11.50M Perf Month -0.38%
Income -196.36M PEG - EPS next Q - Inst Own 73.03% Short Float 1.15% Perf Quarter 12.21%
Sales 123.05M P/S 1.40 EPS this Y - Inst Trans - Short Ratio 1.90 Perf Half Y 6.40%
Book/sh 30.90 P/B 0.42 EPS next Y - ROA -24.97% Short Interest 0.13M Perf Year -21.93%
Cash/sh 3.80 P/C 3.41 EPS next 5Y - ROE -38.30% 52W Range 10.76 - 17.07 Perf YTD -13.48%
Dividend Est. - P/FCF 11.90 EPS past 5Y - ROI -32.43% 52W High -24.06% Beta 1.57
Dividend TTM - Quick Ratio - Sales past 5Y -30.15% Gross Margin 6.56% 52W Low 20.45% ATR (14) 0.39
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM - Oper. Margin -24.92% RSI (14) 62.07 Volatility 2.91% 2.79%
Employees - Debt/Eq 0.47 Sales Y/Y TTM - Profit Margin -159.57% Recom - Target Price -
Option/Short Yes / Yes LT Debt/Eq 0.47 EPS Q/Q 125.32% Payout - Rel Volume 0.33 Prev Close 13.12
Sales Surprise - EPS Surprise - Sales Q/Q 100.59% Earnings Feb 27 AMC Avg Volume 69.53K Price 12.96
SMA20 7.24% SMA50 5.73% SMA200 1.95% Trades
Volume 23,023 Change -1.22%
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Star Holdings engages in non-ground lease related businesses. It includes real estate finance, operating properties, land, and development. The company was founded on October 7, 2022 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
COWEN INC. 10% Owner Mar 12 '24 Buy 11.75 1,100 12,920 998,102 Mar 15 07:44 PM COWEN INC. 10% Owner Mar 12 '24 Sale 11.85 17,700 209,786 980,402 Mar 15 07:44 PM COWEN INC. 10% Owner Mar 11 '24 Buy 12.02 5,043 60,626 998,502 Mar 15 07:44 PM COWEN INC. 10% Owner Mar 11 '24 Sale 11.95 1,500 17,922 997,002 Mar 15 07:44 PM COWEN INC. 10% Owner Mar 08 '24 Buy 12.22 15,903 194,294 1,000,920 Mar 15 07:44 PM COWEN INC. 10% Owner Mar 08 '24 Sale 12.21 7,013 85,627 993,907 Mar 15 07:44 PM COWEN INC. 10% Owner Mar 07 '24 Buy 11.85 1,746 20,689 355,730 Mar 15 07:40 PM COWEN INC. 10% Owner Mar 07 '24 Sale 11.81 14,000 165,277 341,730 Mar 15 07:40 PM COWEN INC. 10% Owner Mar 06 '24 Buy 12.01 9,307 111,806 987,299 Mar 15 07:40 PM COWEN INC. 10% Owner Mar 06 '24 Sale 11.95 1,012 12,098 986,287 Mar 15 07:40 PM Asnas Brett CHIEF FINANCIAL OFFICER May 23 '23 Sale 16.23 8,380 136,007 0 May 23 08:01 PM Rosenblum Garett CHIEF ACCOUNTING OFFICER May 19 '23 Sale 16.20 1,343 21,757 1,054 May 19 04:30 PM Rosenblum Garett CHIEF ACCOUNTING OFFICER May 17 '23 Sale 15.98 4,580 73,188 2,397 May 17 06:14 PM Alvarado Marcos PRESIDENT May 16 '23 Sale 16.46 16,783 276,248 0 May 18 05:00 PM
Index - P/E 18.92 EPS (ttm) 4.39 Insider Own 3.49% Shs Outstand 101.06M Perf Week 4.12%
Market Cap 8.53B Forward P/E 10.57 EPS next Y 7.86 Insider Trans -2.81% Shs Float 98.99M Perf Month 7.29%
Income 491.29M PEG 1.33 EPS next Q 1.62 Inst Own 83.60% Short Float 1.30% Perf Quarter 11.28%
Sales 5.32B P/S 1.60 EPS this Y 43.55% Inst Trans -1.03% Short Ratio 2.34 Perf Half Y 37.81%
Book/sh 45.61 P/B 1.82 EPS next Y 17.04% ROA 1.38% Short Interest 1.28M Perf Year 43.44%
Cash/sh 34.36 P/C 2.42 EPS next 5Y 14.18% ROE 9.84% 52W Range 54.81 - 83.78 Perf YTD 20.23%
Dividend Est. 1.68 (2.02%) P/FCF 15.01 EPS past 5Y 3.18% ROI 6.83% 52W High -0.76% Beta 1.13
Dividend TTM 1.50 (1.80%) Quick Ratio - Sales past 5Y 46.40% Gross Margin 83.27% 52W Low 51.69% ATR (14) 1.46
Dividend Ex-Date Feb 29, 2024 Current Ratio - EPS Y/Y TTM -16.68% Oper. Margin 20.62% RSI (14) 73.53 Volatility 1.36% 1.89%
Employees 9000 Debt/Eq 0.46 Sales Y/Y TTM 12.44% Profit Margin 9.24% Recom 2.12 Target Price 87.67
Option/Short Yes / Yes LT Debt/Eq 0.36 EPS Q/Q 8.99% Payout 33.67% Rel Volume 0.93 Prev Close 82.79
Sales Surprise 2.25% EPS Surprise 1.73% Sales Q/Q 12.37% Earnings Apr 24 BMO Avg Volume 548.63K Price 83.14
SMA20 6.65% SMA50 8.45% SMA200 22.24% Trades
Volume 508,181 Change 0.42%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-04-24 Initiated TD Cowen
Outperform
$83
Nov-22-22 Initiated UBS
Neutral
$66
Oct-12-22 Initiated Citigroup
Neutral
$60
Jun-23-21 Upgrade Wolfe Research
Underperform → Outperform
Jan-15-21 Upgrade Wells Fargo
Underweight → Equal Weight
$56
Jan-05-21 Downgrade Wolfe Research
Peer Perform → Underperform
Jan-05-21 Downgrade Goldman
Buy → Neutral
$55
Jun-23-20 Initiated Credit Suisse
Neutral
$52
May-18-20 Downgrade Wells Fargo
Equal Weight → Underweight
$40
May-01-20 Downgrade Wolfe Research
Outperform → Peer Perform
May-30-19 Initiated Compass Point
Buy
May-09-19 Upgrade Goldman
Neutral → Buy
$55 → $70
Dec-19-18 Downgrade Wells Fargo
Outperform → Market Perform
Nov-27-18 Initiated Goldman
Neutral
$56
Oct-03-18 Upgrade JMP Securities
Mkt Perform → Mkt Outperform
Jan-08-18 Upgrade Goldman
Neutral → Buy
Jan-03-18 Upgrade Nomura
Neutral → Buy
Dec-01-17 Upgrade Wells Fargo
Market Perform → Outperform
May-23-17 Downgrade Instinet
Buy → Neutral
Mar-20-17 Downgrade Goldman
Buy → Neutral
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Stifel Financial Corp. provides securities brokerage, investment banking, trading, investment advisory, and related financial services. It operates through the following segments: Global Wealth Management, Institutional Group, and Other. The Global Wealth Management segment consists of two businesses, the Private Client Group and Stifel Bancorp. The Institutional Group segment includes institutional sales and trading. The Other segment refers to interest income from stock borrowing activities, unallocated interest expense, interest income, and gains and losses from investments held. The company was founded in 1890 and is headquartered in St. Louis, MO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
PEACOCK DAVID A Director May 02 '24 Sale 79.90 13,000 1,038,700 18,646 May 03 04:40 PM SLINEY DAVID D Chief Operating Officer Mar 15 '24 Sale 74.01 3,795 280,868 184,619 Mar 15 04:49 PM SLINEY DAVID D Chief Operating Officer Mar 13 '24 Sale 74.83 17,000 1,272,110 189,714 Mar 15 04:49 PM Michaud Thomas B. Senior Vice President Mar 11 '24 Sale 74.26 25,421 1,887,763 90,055 Mar 12 05:00 PM KRUSZEWSKI RONALD J Chief Executive Officer Mar 01 '24 Option Exercise 0.00 67,714 0 1,475,312 Mar 05 04:45 PM ZEMLYAK JAMES M Co-President Mar 01 '24 Option Exercise 0.00 29,873 0 1,293,035 Mar 05 04:45 PM Fisher Mark P Senior VP & General Counsel Mar 01 '24 Option Exercise 0.00 4,198 0 50,390 Mar 05 04:48 PM Michaud Thomas B. Senior Vice President Mar 01 '24 Option Exercise 0.00 16,023 0 125,305 Mar 05 04:42 PM SLINEY DAVID D Chief Operating Officer Mar 01 '24 Option Exercise 0.00 13,313 0 212,592 Mar 05 04:51 PM Nesi Victor Co-President Mar 01 '24 Option Exercise 0.00 33,698 0 210,857 Mar 05 04:46 PM REICHERT CHRISTOPHER K CEO of Stifel Bank & Trust Mar 01 '24 Option Exercise 0.00 4,415 0 52,302 Mar 05 04:43 PM Marischen James M Chief Financial Officer Mar 01 '24 Option Exercise 0.00 4,303 0 58,625 Mar 05 04:49 PM Nesi Victor Co-President Feb 21 '24 Sale 75.37 36,000 2,713,320 54,732 Feb 23 05:03 PM REICHERT CHRISTOPHER K CEO of Stifel Bank & Trust Jan 19 '24 Option Exercise 0.00 8,129 0 50,354 Jan 23 04:40 PM Michaud Thomas B. Senior Vice President Jan 19 '24 Option Exercise 0.00 17,068 0 117,308 Jan 23 04:36 PM Nesi Victor Co-President Jan 19 '24 Option Exercise 0.00 23,271 0 187,207 Jan 23 04:38 PM ZEMLYAK JAMES M Co-President Jan 19 '24 Option Exercise 0.00 18,724 0 1,269,376 Jan 23 04:46 PM SLINEY DAVID D Chief Operating Officer Jan 19 '24 Option Exercise 0.00 9,883 0 202,276 Jan 23 04:43 PM Marischen James M Chief Financial Officer Jan 19 '24 Option Exercise 0.00 9,901 0 58,810 Jan 23 04:33 PM KRUSZEWSKI RONALD J Chief Executive Officer Jan 19 '24 Option Exercise 0.00 37,334 0 1,422,387 Jan 23 04:30 PM Fisher Mark P SENIOR VP & GENERAL COUNSEL Jan 19 '24 Option Exercise 0.00 13,164 0 53,339 Jan 23 04:23 PM Fisher Mark P SENIOR VP & GENERAL COUNSEL Dec 13 '23 Sale 64.75 8,100 524,434 40,175 Dec 13 04:50 PM REICHERT CHRISTOPHER K CEO of Stifel Bank & Trust Aug 18 '23 Sale 62.40 15,377 959,525 42,225 Aug 21 04:52 PM REICHERT CHRISTOPHER K CEO of Stifel Bank & Trust Aug 18 '23 Sale 62.38 9,623 600,283 0 Aug 21 04:52 PM Brown Kathleen Director Jun 13 '23 Option Exercise 0.00 2,641 0 22,090 Jun 15 04:26 PM Berlew Adam T. Director Jun 13 '23 Option Exercise 0.00 2,641 0 10,024 Jun 15 04:23 PM ZIMMERMAN MICHAEL J Director Jun 13 '23 Option Exercise 0.00 2,641 0 51,415 Jun 15 04:49 PM PEACOCK DAVID A Director Jun 13 '23 Option Exercise 0.00 2,641 0 31,646 Jun 15 04:45 PM Markus Maura A. Director Jun 13 '23 Option Exercise 0.00 2,641 0 22,090 Jun 15 04:43 PM Ludeman Daniel J. Director Jun 13 '23 Option Exercise 0.00 2,641 0 10,024 Jun 15 04:39 PM BROWN MICHAEL W Director Jun 13 '23 Option Exercise 0.00 2,641 0 62,575 Jun 15 04:30 PM Kavanaugh James P. Director Jun 13 '23 Option Exercise 0.00 2,554 0 2,554 Jun 15 04:35 PM Michaud Thomas B. Senior Vice President May 18 '23 Sale 58.85 24,036 1,414,519 100,240 May 18 05:21 PM Michaud Thomas B. Senior Vice President May 17 '23 Sale 58.79 20,000 1,175,800 124,276 May 18 05:21 PM Michaud Thomas B. Senior Vice President May 16 '23 Sale 57.75 15,000 866,250 144,276 May 18 05:21 PM
Index - P/E 12.94 EPS (ttm) 5.35 Insider Own 71.51% Shs Outstand 59.66M Perf Week 3.83%
Market Cap 4.13B Forward P/E - EPS next Y - Insider Trans -0.06% Shs Float 17.00M Perf Month 0.14%
Income 317.41M PEG - EPS next Q - Inst Own 1.09% Short Float 2.85% Perf Quarter -14.39%
Sales 1.44B P/S 2.87 EPS this Y - Inst Trans 1.70% Short Ratio 9.80 Perf Half Y -16.78%
Book/sh 17.37 P/B 3.98 EPS next Y - ROA 5.19% Short Interest 0.49M Perf Year -12.85%
Cash/sh 14.07 P/C 4.92 EPS next 5Y - ROE 38.54% 52W Range 64.00 - 102.40 Perf YTD -14.14%
Dividend Est. - P/FCF - EPS past 5Y 48.13% ROI 23.84% 52W High -32.42% Beta 1.04
Dividend TTM - Quick Ratio - Sales past 5Y 87.48% Gross Margin 82.47% 52W Low 8.12% ATR (14) 1.80
Dividend Ex-Date Sep 03, 2002 Current Ratio - EPS Y/Y TTM 202.24% Oper. Margin 53.10% RSI (14) 51.29 Volatility 2.24% 2.48%
Employees 3689 Debt/Eq 3.08 Sales Y/Y TTM 130.31% Profit Margin 22.09% Recom - Target Price -
Option/Short Yes / Yes LT Debt/Eq 0.29 EPS Q/Q 47.99% Payout 0.00% Rel Volume 1.50 Prev Close 70.80
Sales Surprise - EPS Surprise - Sales Q/Q 96.32% Earnings - Avg Volume 49.50K Price 69.20
SMA20 2.46% SMA50 -1.94% SMA200 -13.08% Trades
Volume 74,299 Change -2.26%
Apr-01-24 07:30AM
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Freedom Holding Corp. operates as an investment company, which engages in the provision of securities brokerage and financial services. Its services include retail securities brokerage, research, investment counseling, securities trading, market making, corporate investment banking, and underwriting services. The company was founded in 1981 is headquartered in Almaty, Kazakhstan.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Tukanov Renat CHIEF TECHNOLOGY OFFICER Mar 06 '24 Sale 75.43 3,000 226,290 9,006 Mar 06 04:01 PM Lukyanov Sergey *See Remarks Nov 20 '23 Sale 82.77 2,500 206,925 64,101 Nov 21 04:01 PM Lukyanov Sergey *See Remarks Nov 17 '23 Sale 82.06 15,000 1,230,900 66,601 Nov 20 04:05 PM Lukyanov Sergey *See Remarks Nov 16 '23 Sale 82.78 3,500 289,730 81,601 Nov 20 04:05 PM Kiriaku Liudmila VP of Compliance until 8/18/23 Oct 12 '23 Sale 85.12 3,000 255,360 0 Oct 12 05:06 PM
Index RUT P/E 36.10 EPS (ttm) 5.88 Insider Own 3.34% Shs Outstand 17.68M Perf Week 7.04%
Market Cap 3.75B Forward P/E 13.48 EPS next Y 15.74 Insider Trans -11.35% Shs Float 17.09M Perf Month 7.18%
Income 102.35M PEG 3.61 EPS next Q 2.27 Inst Own 73.75% Short Float 1.41% Perf Quarter 18.21%
Sales 1.40B P/S 2.68 EPS this Y 30.85% Inst Trans -1.89% Short Ratio 2.36 Perf Half Y 47.37%
Book/sh 70.36 P/B 3.02 EPS next Y 29.66% ROA 5.64% Short Interest 0.24M Perf Year 67.93%
Cash/sh 3.96 P/C 53.64 EPS next 5Y 10.00% ROE 9.58% 52W Range 120.92 - 214.94 Perf YTD 22.04%
Dividend Est. 5.68 (2.68%) P/FCF 15.48 EPS past 5Y 5.92% ROI 9.30% 52W High -1.24% Beta 1.38
Dividend TTM 2.40 (1.13%) Quick Ratio - Sales past 5Y 17.59% Gross Margin 90.35% 52W Low 75.55% ATR (14) 4.85
Dividend Ex-Date Mar 01, 2024 Current Ratio - EPS Y/Y TTM -6.17% Oper. Margin 11.84% RSI (14) 70.51 Volatility 2.21% 2.30%
Employees 1725 Debt/Eq 0.08 Sales Y/Y TTM 0.43% Profit Margin 7.30% Recom 2.50 Target Price 238.00
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 62.72% Payout 48.35% Rel Volume 0.86 Prev Close 212.48
Sales Surprise 6.01% EPS Surprise 31.83% Sales Q/Q 11.98% Earnings Apr 26 BMO Avg Volume 101.97K Price 212.27
SMA20 8.82% SMA50 9.33% SMA200 28.39% Trades
Volume 87,837 Change -0.10%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-10-24 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Dec-19-23 Downgrade Northland Capital
Outperform → Market Perform
Jul-11-22 Downgrade Wolfe Research
Outperform → Peer Perform
$132
Dec-02-21 Initiated Wolfe Research
Outperform
$215
Sep-21-21 Initiated Goldman
Buy
$168
Jul-10-20 Upgrade JMP Securities
Mkt Perform → Mkt Outperform
$68
May-06-24 04:00PM
May-03-24 01:49PM
Apr-30-24 10:10AM
Apr-29-24 09:00AM
Apr-27-24 03:06AM
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May-18-22 11:38AM
(Yahoo Finance Video) -7.51%
May-17-22 01:59PM
11:03AM
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May-15-22 05:37PM
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May-12-22 10:49AM
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Piper Sandler Cos. engages in the provision of investment banking and institutional securities services. It offers financial advisory services, equity and debt capital markets products, public finance services, equity research and institutional brokerage, fixed income services, and private equity strategies. The company was founded in 1895 and is headquartered in Minneapolis, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Geelan John W General Counsel May 06 '24 Sale 211.14 1,570 331,490 16,854 May 07 04:34 PM Schoneman Debbra L. President Mar 04 '24 Sale 190.72 4,795 914,479 12,140 Mar 04 06:31 PM Schoneman Debbra L. President Feb 29 '24 Sale 190.05 205 38,960 16,935 Mar 04 06:31 PM Schoneman Debbra L. President Feb 27 '24 Sale 184.23 495 91,195 17,140 Feb 28 04:49 PM Schoneman Debbra L. President Feb 26 '24 Sale 184.84 3,555 657,091 11,518 Feb 28 04:49 PM Abraham Chad R CEO and Chairman Feb 07 '24 Sale 180.18 11,307 2,037,333 24,116 Feb 07 05:56 PM Doyle Jonathan J Hd of Financial Services Group Feb 07 '24 Sale 179.79 2,013 361,909 166,214 Feb 07 05:49 PM Doyle Jonathan J Hd of Financial Services Group Feb 06 '24 Sale 181.08 8,000 1,448,612 168,227 Feb 07 05:49 PM Abraham Chad R CEO and Chairman Feb 06 '24 Sale 181.25 1,031 186,869 35,423 Feb 07 05:56 PM Doyle Jonathan J Hd of Financial Services Group Feb 05 '24 Sale 183.90 19,987 3,675,579 176,227 Feb 07 05:49 PM Abraham Chad R CEO and Chairman Feb 05 '24 Sale 185.03 6,662 1,232,682 36,454 Feb 07 05:56 PM Schoneman Debbra L. President Feb 05 '24 Sale 184.13 5,000 920,649 48,083 Feb 07 05:45 PM Schoneman Debbra L. President Dec 15 '23 Sale 180.12 950 171,114 14,021 Dec 15 04:53 PM Schoneman Debbra L. President Dec 14 '23 Sale 173.88 4,796 833,919 14,971 Dec 15 04:53 PM Schoneman Debbra L. President Dec 13 '23 Sale 170.04 204 34,688 19,767 Dec 15 04:53 PM Schoneman Debbra L. President Dec 04 '23 Sale 160.56 5,000 802,776 19,971 Dec 05 05:05 PM Abraham Chad R CEO and Chairman May 23 '23 Sale 130.45 3,106 405,188 24,116 May 23 05:04 PM Abraham Chad R CEO and Chairman May 22 '23 Sale 130.27 2,223 289,590 27,222 May 23 05:04 PM Abraham Chad R CEO and Chairman May 19 '23 Sale 130.00 100 13,000 29,445 May 22 05:23 PM Abraham Chad R CEO and Chairman May 18 '23 Sale 130.00 100 13,000 29,545 May 22 05:23 PM
Index S&P 500 P/E 19.78 EPS (ttm) 39.35 Insider Own 1.62% Shs Outstand 148.50M Perf Week 3.56%
Market Cap 115.92B Forward P/E 16.73 EPS next Y 46.53 Insider Trans -4.81% Shs Float 146.52M Perf Month -3.18%
Income 5.92B PEG 1.57 EPS next Q 9.95 Inst Own 81.70% Short Float 1.15% Perf Quarter -2.06%
Sales 19.15B P/S 6.05 EPS this Y 9.39% Inst Trans 1.02% Short Ratio 2.78 Perf Half Y 19.15%
Book/sh 267.04 P/B 2.91 EPS next Y 12.62% ROA 4.82% Short Interest 1.69M Perf Year 21.02%
Cash/sh 62.94 P/C 12.37 EPS next 5Y 12.59% ROE 15.28% 52W Range 596.18 - 845.00 Perf YTD -4.12%
Dividend Est. 20.43 (2.62%) P/FCF 29.25 EPS past 5Y 6.55% ROI 14.26% 52W High -7.89% Beta 1.36
Dividend TTM 20.10 (2.58%) Quick Ratio - Sales past 5Y 6.20% Gross Margin 78.34% 52W Low 30.55% ATR (14) 13.28
Dividend Ex-Date Mar 06, 2024 Current Ratio - EPS Y/Y TTM 21.96% Oper. Margin 38.73% RSI (14) 52.20 Volatility 1.19% 1.74%
Employees 19800 Debt/Eq 0.29 Sales Y/Y TTM 10.11% Profit Margin 30.91% Recom 1.53 Target Price 916.43
Option/Short Yes / Yes LT Debt/Eq 0.04 EPS Q/Q 37.06% Payout 54.78% Rel Volume 1.09 Prev Close 780.92
Sales Surprise 1.51% EPS Surprise 4.36% Sales Q/Q 12.36% Earnings Apr 12 BMO Avg Volume 607.42K Price 778.33
SMA20 2.07% SMA50 -2.19% SMA200 5.30% Trades
Volume 664,124 Change -0.33%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-16-24 Upgrade TD Cowen
Market Perform → Outperform
$819 → $938
Dec-15-23 Downgrade JP Morgan
Overweight → Neutral
$708
Dec-12-23 Upgrade Exane BNP Paribas
Neutral → Outperform
$885
Jul-10-23 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$770 → $835
Jul-03-23 Reiterated JP Morgan
Overweight
$780 → $770
May-19-23 Initiated Citigroup
Buy
$750
Dec-15-22 Initiated Wells Fargo
Overweight
$820
Oct-19-22 Initiated Credit Suisse
Neutral
$540
Oct-11-22 Downgrade UBS
Buy → Neutral
$700 → $585
Mar-08-22 Downgrade Exane BNP Paribas
Outperform → Neutral
$725
Nov-03-21 Resumed BofA Securities
Buy
$1080
Oct-01-20 Upgrade Deutsche Bank
Hold → Buy
$576 → $654
Feb-14-20 Downgrade Deutsche Bank
Buy → Hold
$584
Jan-02-20 Upgrade Wells Fargo
Equal Weight → Overweight
$575
Nov-06-19 Upgrade Deutsche Bank
Hold → Buy
$465 → $543
Oct-08-19 Initiated BMO Capital Markets
Market Perform
Mar-08-19 Reiterated BofA/Merrill
Buy
$490 → $498
Jan-29-19 Upgrade Jefferies
Hold → Buy
Jan-11-19 Downgrade Deutsche Bank
Buy → Hold
$444 → $405
Dec-06-18 Reiterated BofA/Merrill
Buy
$525 → $478
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10:11AM
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BlackRock, Inc. provides investment management, risk management, and advisory services for institutional and retail clients worldwide. Its products include single and multi-asset class portfolios investing in equities, fixed income, alternatives, and money market instruments. The company was founded by Susan L. Wagner, Robert Steven Kapito and Laurence Douglas Fink in 1988 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
FINK LAURENCE Chairman and CEO Feb 28 '24 Sale 809.92 30,978 25,089,571 414,146 Mar 01 06:53 PM Lord Rachel Senior Managing Director Feb 23 '24 Option Exercise 513.50 36,059 18,516,296 53,063 Feb 23 06:41 PM Lord Rachel Senior Managing Director Feb 23 '24 Sale 818.06 36,059 29,498,473 17,004 Feb 23 06:41 PM Wiedman Mark Senior Managing Director Feb 23 '24 Sale 821.69 240 197,207 6,480 Feb 23 06:30 PM Cohen Stephen Senior Managing Director Feb 12 '24 Sale 805.55 950 765,272 4,437 Feb 14 06:28 PM Meade Christopher J. General Counsel and CLO Feb 07 '24 Sale 793.86 3,100 2,460,979 8,628 Feb 09 06:16 PM Kushel J. Richard Senior Managing Director Feb 05 '24 Sale 784.69 520 408,037 4,150 Feb 07 07:05 PM Comerchero Marc D. Principal Accounting Officer Feb 05 '24 Sale 785.11 450 353,297 5,975 Feb 07 06:57 PM Small Martin CFO & Senior Managing Director Feb 02 '24 Sale 786.36 7,036 5,532,806 5,259 Feb 02 06:58 PM Kushel J. Richard Senior Managing Director Feb 02 '24 Sale 791.92 3,271 2,590,378 67,107 Feb 02 07:41 PM Wiedman Mark Senior Managing Director Feb 02 '24 Sale 788.73 2,500 1,971,829 7,859 Feb 02 07:18 PM Kushel J. Richard Senior Managing Director Feb 01 '24 Sale 781.11 3,418 2,669,822 70,378 Feb 02 07:41 PM Meade Christopher J. General Counsel and CLO Jan 22 '24 Option Exercise 513.50 18,000 9,243,000 29,914 Jan 24 06:44 PM Meade Christopher J. General Counsel and CLO Jan 22 '24 Sale 796.04 18,000 14,328,661 11,914 Jan 24 06:44 PM FINK LAURENCE Chairman and CEO Nov 06 '23 Sale 652.03 15,385 10,031,416 435,260 Nov 08 05:51 PM FINK LAURENCE Chairman and CEO Jul 26 '23 Sale 742.04 20,200 14,989,297 464,125 Jul 28 05:51 PM Wiedman Mark Senior Managing Director Jul 18 '23 Sale 733.82 2,079 1,525,618 6,160 Jul 20 06:16 PM
Index DJIA, S&P 500 P/E 17.45 EPS (ttm) 25.61 Insider Own 0.51% Shs Outstand 323.38M Perf Week 4.68%
Market Cap 144.12B Forward P/E 10.96 EPS next Y 40.78 Insider Trans -3.05% Shs Float 320.82M Perf Month 8.82%
Income 8.75B PEG 0.96 EPS next Q 8.81 Inst Own 73.24% Short Float 1.57% Perf Quarter 15.59%
Sales 116.71B P/S 1.23 EPS this Y 61.75% Inst Trans -0.22% Short Ratio 2.14 Perf Half Y 37.99%
Book/sh 331.29 P/B 1.35 EPS next Y 10.23% ROA 0.58% Short Interest 5.02M Perf Year 36.89%
Cash/sh - P/C - EPS next 5Y 18.15% ROE 7.98% 52W Range 289.36 - 447.42 Perf YTD 15.86%
Dividend Est. 11.38 (2.55%) P/FCF 3.47 EPS past 5Y -1.98% ROI 2.60% 52W High -0.11% Beta 1.38
Dividend TTM 10.75 (2.41%) Quick Ratio - Sales past 5Y 18.17% Gross Margin - 52W Low 54.46% ATR (14) 7.82
Dividend Ex-Date May 30, 2024 Current Ratio 1.12 EPS Y/Y TTM -9.04% Oper. Margin 10.32% RSI (14) 73.45 Volatility 1.28% 1.79%
Employees 45300 Debt/Eq 5.60 Sales Y/Y TTM 46.89% Profit Margin 7.50% Recom 1.77 Target Price 448.52
Option/Short Yes / Yes LT Debt/Eq 1.84 EPS Q/Q 31.77% Payout 45.92% Rel Volume 0.85 Prev Close 443.80
Sales Surprise 9.84% EPS Surprise 32.70% Sales Q/Q 26.08% Earnings Apr 15 BMO Avg Volume 2.35M Price 446.95
SMA20 7.04% SMA50 10.03% SMA200 23.52% Trades
Volume 2,001,615 Change 0.71%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-16-24 Upgrade Argus
Hold → Buy
$465
Mar-14-24 Upgrade Daiwa Securities
Neutral → Outperform
$410 → $430
Feb-27-24 Initiated Edward Jones
Buy
Jan-30-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$333 → $449
Jan-18-24 Reiterated BMO Capital Markets
Market Perform
$357 → $360
Jan-10-24 Downgrade BMO Capital Markets
Outperform → Market Perform
$421 → $357
Sep-07-23 Initiated HSBC Securities
Buy
$403
Aug-01-23 Upgrade Atlantic Equities
Underweight → Neutral
$330 → $351
Jul-25-23 Downgrade Citigroup
Buy → Neutral
$370 → $400
Jul-24-23 Reiterated UBS
Buy
$385 → $400
Jul-13-23 Upgrade Odeon
Hold → Buy
$355.75
Jul-10-23 Downgrade Societe Generale
Buy → Hold
Apr-19-23 Reiterated RBC Capital Mkts
Sector Perform
$339 → $375
Apr-19-23 Reiterated Oppenheimer
Outperform
$440 → $437
Apr-19-23 Reiterated Morgan Stanley
Equal-Weight
$329 → $337
Apr-19-23 Reiterated JP Morgan
Overweight
$430 → $415
Apr-19-23 Reiterated JMP Securities
Mkt Outperform
$460 → $470
Apr-19-23 Reiterated Evercore ISI
Outperform
$360 → $370
Apr-19-23 Reiterated BMO Capital Markets
Outperform
$429 → $414
Apr-12-23 Upgrade UBS
Neutral → Buy
Show Previous Ratings
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Provides investment banking, securities and asset management services
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
VINIAR DAVID A Director Apr 29 '24 Sale 432.25 5,000 2,161,234 623,425 May 01 04:24 PM COLEMAN DENIS P. Chief Financial Officer Feb 23 '24 Sale 394.43 12,680 5,001,372 29,417 Feb 26 04:07 PM BERLINSKI PHILIP R. Global Treasurer Feb 22 '24 Sale 390.64 11,650 4,550,948 18,408 Feb 26 04:09 PM Ruemmler Kathryn H. Chief Legal Officer, GC Jan 23 '24 Sale 379.81 7,277 2,763,877 6,501 Jan 25 04:07 PM FREDMAN SHEARA J Chief Accounting Officer Jan 23 '24 Sale 380.15 4,300 1,634,645 11,463 Jan 25 04:12 PM LEE BRIAN J Chief Risk Officer Jan 17 '24 Sale 375.72 6,500 2,442,195 14,308 Jan 19 04:13 PM LEE BRIAN J Chief Risk Officer Jan 17 '24 Sale 376.39 3,000 1,129,170 10,121 Jan 19 04:13 PM GOLDMAN SACHS GROUP INC 10% Owner Dec 22 '23 Buy 13.44 157 2,110 49,808,542 Dec 26 06:02 PM GOLDMAN SACHS GROUP INC 10% Owner Dec 13 '23 Sale 13.58 157 2,132 49,808,484 Dec 26 06:02 PM LESLIE ERICKA T Chief Administrative Officer Nov 21 '23 Sale 335.15 1,376 461,166 10,471 Nov 24 01:06 PM GOLDMAN SACHS GROUP INC 10% Owner Nov 08 '23 Sale 0.71 72,874 51,741 397,954 Nov 13 07:29 PM SOLOMON DAVID M Chairman of the Board and CEO Aug 01 '23 Sale 356.28 4,200 1,496,376 124,782 Aug 03 04:30 PM SOLOMON DAVID M Chairman of the Board and CEO Jul 20 '23 Sale 345.71 10,000 3,457,132 128,982 Jul 21 04:17 PM GOLDMAN SACHS GROUP INC 10% Owner Jun 30 '23 Sale 11.73 1,145,486 13,436,551 50,099,392 Jul 03 03:37 PM GOLDMAN SACHS GROUP INC 10% Owner Jun 12 '23 Sale 11.73 9,000,000 105,570,000 51,676,439 Jun 14 06:50 PM
Index - P/E 57.73 EPS (ttm) 0.20 Insider Own 55.13% Shs Outstand 7.41M Perf Week 0.04%
Market Cap 121.67M Forward P/E - EPS next Y - Insider Trans -1.78% Shs Float 4.75M Perf Month 0.88%
Income 3.15M PEG - EPS next Q - Inst Own 64.69% Short Float 0.00% Perf Quarter 2.50%
Sales 0.00M P/S - EPS this Y - Inst Trans 4.30% Short Ratio 0.01 Perf Half Y 4.93%
Book/sh 5.51 P/B 2.09 EPS next Y - ROA 2.15% Short Interest 0.00M Perf Year 13.19%
Cash/sh 0.00 P/C 3041.75 EPS next 5Y - ROE 2.30% 52W Range 10.65 - 11.54 Perf YTD 2.50%
Dividend Est. - P/FCF - EPS past 5Y - ROI 4.31% 52W High -0.35% Beta 0.02
Dividend TTM - Quick Ratio 0.01 Sales past 5Y 0.00% Gross Margin - 52W Low 7.98% ATR (14) 0.02
Dividend Ex-Date Jun 21, 2007 Current Ratio 0.01 EPS Y/Y TTM 563.26% Oper. Margin 0.00% RSI (14) 62.52 Volatility 0.07% 0.11%
Employees 2 Debt/Eq 0.00 Sales Y/Y TTM - Profit Margin - Recom - Target Price -
Option/Short No / Yes LT Debt/Eq 0.00 EPS Q/Q 171.63% Payout 0.00% Rel Volume 0.00 Prev Close 11.50
Sales Surprise - EPS Surprise - Sales Q/Q - Earnings - Avg Volume 35.53K Price 11.50
SMA20 0.21% SMA50 0.83% SMA200 4.30% Trades
Volume 0 Change 0.00%
Index - P/E 20.43 EPS (ttm) 5.86 Insider Own 3.30% Shs Outstand 107.05M Perf Week 2.41%
Market Cap 12.82B Forward P/E 17.91 EPS next Y 6.69 Insider Trans -17.86% Shs Float 103.56M Perf Month 7.76%
Income 627.00M PEG 1.72 EPS next Q 1.65 Inst Own 85.91% Short Float 2.64% Perf Quarter 26.77%
Sales 8.31B P/S 1.54 EPS this Y 14.99% Inst Trans 1.43% Short Ratio 2.76 Perf Half Y 48.11%
Book/sh 34.85 P/B 3.44 EPS next Y 1.11% ROA 0.50% Short Interest 2.74M Perf Year 53.27%
Cash/sh 650.59 P/C 0.18 EPS next 5Y 11.85% ROE 18.62% 52W Range 72.60 - 122.88 Perf YTD 44.41%
Dividend Est. 0.85 (0.71%) P/FCF 10.96 EPS past 5Y 20.03% ROI 16.32% 52W High -2.57% Beta 0.81
Dividend TTM 0.40 (0.33%) Quick Ratio - Sales past 5Y 30.56% Gross Margin 94.14% 52W Low 64.90% ATR (14) 2.67
Dividend Ex-Date May 31, 2024 Current Ratio - EPS Y/Y TTM 32.47% Oper. Margin 84.20% RSI (14) 62.78 Volatility 2.24% 2.39%
Employees 2932 Debt/Eq 0.04 Sales Y/Y TTM 58.66% Profit Margin 7.55% Recom 1.27 Target Price 135.11
Option/Short Yes / Yes LT Debt/Eq 0.03 EPS Q/Q 13.75% Payout 7.06% Rel Volume 0.70 Prev Close 120.54
Sales Surprise -0.15% EPS Surprise 0.53% Sales Q/Q 25.67% Earnings Apr 16 AMC Avg Volume 990.04K Price 119.72
SMA20 4.46% SMA50 7.07% SMA200 27.79% Trades
Volume 691,027 Change -0.68%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-09-24 Upgrade Goldman
Neutral → Buy
$88 → $102
Dec-01-23 Initiated Redburn Atlantic
Buy
$100
Oct-03-23 Initiated UBS
Buy
$113
Sep-19-23 Initiated Goldman
Neutral
$97
Oct-12-22 Initiated Citigroup
Buy
$85
Aug-31-22 Initiated Barclays
Overweight
$77
Apr-26-22 Upgrade Goldman
Neutral → Buy
$90
Jan-19-22 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$90
Dec-16-21 Initiated BofA Securities
Buy
$126
Mar-05-21 Initiated Jefferies
Buy
$89
Dec-02-20 Upgrade Compass Point
Neutral → Buy
$62
Jul-22-20 Downgrade Compass Point
Buy → Neutral
$50
Jun-23-20 Initiated Credit Suisse
Outperform
$53
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Interactive Brokers Group, Inc. operates as an investment holding company, which engages in broker or dealer and proprietary trading businesses. It offers custody and service accounts for hedge and mutual funds, exchange-traded funds, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. The company was founded by Thomas Pechy Peterffy in 1977 and is headquartered in Greenwich, CT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Nemser Earl H Vice Chairman Feb 22 '24 Sale 107.01 5,000 535,050 108,770 Feb 23 04:18 PM Nemser Earl H Vice Chairman Feb 21 '24 Sale 104.86 5,000 524,300 113,770 Feb 23 04:18 PM Nemser Earl H Vice Chairman Feb 16 '24 Sale 105.63 5,000 528,132 118,770 Feb 20 04:55 PM Nemser Earl H Vice Chairman Feb 15 '24 Sale 103.53 10,000 1,035,329 123,770 Feb 20 04:55 PM Nemser Earl H Vice Chairman Feb 14 '24 Sale 101.74 25,000 2,543,624 133,770 Feb 15 04:54 PM Nemser Earl H Vice Chairman Feb 13 '24 Sale 101.07 50,000 5,053,431 158,770 Feb 15 04:54 PM Frank Thomas AJ Chief Information Officer Feb 06 '24 Sale 94.34 3,667 345,951 76,956 Feb 07 05:34 PM Frank Thomas AJ Chief Information Officer Feb 05 '24 Sale 95.64 36,267 3,468,701 80,623 Feb 07 05:34 PM Nemser Earl H Vice Chairman Feb 05 '24 Sale 95.71 25,782 2,467,527 208,770 Feb 06 05:07 PM Nemser Earl H Vice Chairman Feb 02 '24 Sale 96.29 74,218 7,146,451 234,552 Feb 06 05:07 PM Frank Thomas AJ Chief Information Officer Feb 02 '24 Sale 96.19 47,594 4,578,015 116,890 Feb 05 05:19 PM Frank Thomas AJ Chief Information Officer Feb 01 '24 Sale 90.64 36,883 3,343,075 164,484 Feb 05 05:19 PM Frank Thomas AJ Chief Information Officer Jan 30 '24 Sale 90.18 8,608 776,279 201,367 Feb 01 04:04 PM Frank Thomas AJ Chief Information Officer Jan 29 '24 Sale 90.58 46,709 4,231,085 209,975 Jan 30 04:30 PM Frank Thomas AJ Chief Information Officer Jan 26 '24 Sale 91.31 49,081 4,481,395 256,684 Jan 30 04:30 PM Frank Thomas AJ Chief Information Officer Jan 25 '24 Sale 90.79 48,316 4,386,388 305,765 Jan 26 04:15 PM Frank Thomas AJ Chief Information Officer Jan 24 '24 Sale 91.62 44,643 4,090,343 354,081 Jan 26 04:15 PM Frank Thomas AJ Chief Information Officer Jan 23 '24 Sale 91.70 46,628 4,275,887 398,724 Jan 24 04:53 PM Frank Thomas AJ Chief Information Officer Jan 22 '24 Sale 90.53 50,300 4,553,607 445,352 Jan 24 04:53 PM Frank Thomas AJ Chief Information Officer Jan 19 '24 Sale 89.15 1,716 152,973 495,652 Jan 22 05:16 PM Frank Thomas AJ Chief Information Officer Jan 18 '24 Sale 88.68 12,917 1,145,480 497,368 Jan 22 05:16 PM Frank Thomas AJ Chief Information Officer Jan 17 '24 Sale 89.31 15,136 1,351,843 510,285 Jan 18 04:51 PM Frank Thomas AJ Chief Information Officer Jan 16 '24 Sale 87.63 13,189 1,155,700 525,421 Jan 18 04:51 PM Frank Thomas AJ Chief Information Officer Jan 12 '24 Sale 88.30 13,007 1,148,518 538,610 Jan 16 04:37 PM Frank Thomas AJ Chief Information Officer Jan 11 '24 Sale 87.73 13,188 1,156,965 551,617 Jan 16 04:37 PM Frank Thomas AJ Chief Information Officer Jan 10 '24 Sale 86.95 12,827 1,115,308 564,805 Jan 11 05:17 PM Frank Thomas AJ Chief Information Officer Jan 09 '24 Sale 87.41 13,188 1,152,813 577,632 Jan 11 05:17 PM Frank Thomas AJ Chief Information Officer Jan 08 '24 Sale 86.96 13,188 1,146,869 590,820 Jan 09 06:25 PM Frank Thomas AJ Chief Information Officer Jan 05 '24 Sale 87.84 12,827 1,126,719 604,008 Jan 09 06:25 PM Frank Thomas AJ Chief Information Officer Jan 04 '24 Sale 87.32 13,188 1,151,617 616,835 Jan 05 04:25 PM Frank Thomas AJ Chief Information Officer Jan 03 '24 Sale 86.13 13,189 1,135,962 630,023 Jan 05 04:25 PM Brody Paul Jonathan Chief Financial Officer Nov 07 '23 Sale 80.89 2,201 178,039 0 Nov 09 04:02 PM Brody Paul Jonathan Chief Financial Officer Nov 06 '23 Sale 80.27 9,200 738,484 2,201 Nov 07 04:57 PM Brody Paul Jonathan Chief Financial Officer Nov 03 '23 Sale 79.53 1,083 86,135 11,401 Nov 07 04:57 PM Brody Paul Jonathan Chief Financial Officer Nov 02 '23 Sale 80.05 13,052 1,044,805 12,484 Nov 03 05:08 PM Brody Paul Jonathan Chief Financial Officer Nov 01 '23 Sale 80.03 8,751 700,372 25,536 Nov 03 05:08 PM Brody Paul Jonathan Chief Financial Officer Oct 31 '23 Sale 80.01 13,153 1,052,372 34,287 Nov 01 04:31 PM Brody Paul Jonathan Chief Financial Officer Oct 30 '23 Sale 80.00 11,952 956,160 47,440 Nov 01 04:31 PM Brody Paul Jonathan Chief Financial Officer Oct 27 '23 Sale 79.37 4,148 329,231 59,392 Oct 30 04:28 PM Brody Paul Jonathan Chief Financial Officer Oct 26 '23 Sale 80.43 13,147 1,057,424 63,540 Oct 30 04:28 PM Brody Paul Jonathan Chief Financial Officer Oct 25 '23 Sale 79.85 7,447 594,629 76,687 Oct 26 04:55 PM Brody Paul Jonathan Chief Financial Officer Oct 24 '23 Sale 80.47 13,148 1,058,051 84,134 Oct 26 04:55 PM Brody Paul Jonathan Chief Financial Officer Oct 23 '23 Sale 80.63 13,147 1,060,097 97,282 Oct 24 04:13 PM Brody Paul Jonathan Chief Financial Officer Oct 20 '23 Sale 80.39 13,148 1,056,938 110,429 Oct 24 04:13 PM Brody Paul Jonathan Chief Financial Officer Oct 19 '23 Sale 81.87 13,147 1,076,290 123,577 Oct 20 04:35 PM Brody Paul Jonathan Chief Financial Officer Oct 18 '23 Sale 82.51 13,147 1,084,726 136,724 Oct 20 04:35 PM Frank Thomas AJ Chief Information Officer Oct 17 '23 Sale 86.50 13,188 1,140,762 628,124 Oct 18 04:05 PM Brody Paul Jonathan Chief Financial Officer Oct 17 '23 Sale 86.51 13,148 1,137,423 149,871 Oct 18 04:11 PM Frank Thomas AJ Chief Information Officer Oct 16 '23 Sale 86.34 13,188 1,138,623 641,312 Oct 18 04:05 PM Brody Paul Jonathan Chief Financial Officer Oct 16 '23 Sale 86.34 13,147 1,135,127 163,019 Oct 18 04:11 PM Frank Thomas AJ Chief Information Officer Oct 13 '23 Sale 85.22 13,188 1,123,881 654,500 Oct 16 07:27 PM Brody Paul Jonathan Chief Financial Officer Oct 13 '23 Sale 85.19 13,148 1,120,019 176,166 Oct 16 07:00 PM Frank Thomas AJ Chief Information Officer Oct 12 '23 Sale 86.21 13,188 1,136,885 667,688 Oct 16 07:27 PM Brody Paul Jonathan Chief Financial Officer Oct 12 '23 Sale 86.21 13,047 1,124,846 189,314 Oct 16 07:00 PM Brody Paul Jonathan Chief Financial Officer Oct 11 '23 Sale 87.44 13,147 1,149,553 202,361 Oct 12 04:59 PM Frank Thomas AJ Chief Information Officer Oct 11 '23 Sale 87.44 12,827 1,121,593 680,876 Oct 12 04:56 PM Frank Thomas AJ Chief Information Officer Oct 10 '23 Sale 88.62 13,188 1,168,779 693,703 Oct 12 04:56 PM Brody Paul Jonathan Chief Financial Officer Oct 10 '23 Sale 88.62 13,102 1,161,102 215,508 Oct 12 04:59 PM Frank Thomas AJ Chief Information Officer Oct 09 '23 Sale 88.84 13,189 1,171,704 706,891 Oct 10 04:30 PM Brody Paul Jonathan Chief Financial Officer Oct 09 '23 Sale 88.83 13,124 1,165,767 228,610 Oct 10 04:29 PM Frank Thomas AJ Chief Information Officer Oct 06 '23 Sale 89.47 15,024 1,344,250 720,080 Oct 10 04:30 PM Brody Paul Jonathan Chief Financial Officer Oct 06 '23 Sale 89.38 13,148 1,175,136 241,734 Oct 10 04:29 PM Brody Paul Jonathan Chief Financial Officer Oct 05 '23 Sale 87.04 13,147 1,144,339 254,882 Oct 06 04:34 PM Frank Thomas AJ Chief Information Officer Oct 05 '23 Sale 87.07 13,098 1,140,446 735,104 Oct 06 04:33 PM Frank Thomas AJ Chief Information Officer Oct 04 '23 Sale 86.52 13,188 1,141,067 748,202 Oct 06 04:33 PM Brody Paul Jonathan Chief Financial Officer Oct 04 '23 Sale 86.53 13,147 1,137,553 268,029 Oct 06 04:34 PM Brody Paul Jonathan Chief Financial Officer Oct 03 '23 Sale 87.07 13,148 1,144,848 281,176 Oct 04 04:08 PM Frank Thomas AJ Chief Information Officer Oct 03 '23 Sale 87.05 13,008 1,132,379 761,390 Oct 04 04:06 PM Frank Thomas AJ Chief Information Officer Oct 02 '23 Sale 86.12 13,188 1,135,794 774,398 Oct 04 04:06 PM Brody Paul Jonathan Chief Financial Officer Oct 02 '23 Sale 86.13 13,147 1,132,304 294,324 Oct 04 04:08 PM Frank Thomas AJ Chief Information Officer Sep 29 '23 Sale 86.88 13,188 1,145,761 787,586 Oct 02 04:40 PM Brody Paul Jonathan Chief Financial Officer Sep 29 '23 Sale 86.89 13,148 1,142,402 307,471 Oct 02 04:39 PM Frank Thomas AJ Chief Information Officer Sep 28 '23 Sale 87.92 13,188 1,159,489 800,774 Oct 02 04:40 PM Brody Paul Jonathan Chief Financial Officer Sep 28 '23 Sale 87.92 13,147 1,155,884 320,619 Oct 02 04:39 PM Frank Thomas AJ Chief Information Officer Sep 27 '23 Sale 87.68 13,188 1,156,329 813,962 Sep 28 04:07 PM Brody Paul Jonathan Chief Financial Officer Sep 27 '23 Sale 87.66 13,147 1,152,500 333,766 Sep 28 04:05 PM Brody Paul Jonathan Chief Financial Officer Sep 26 '23 Sale 86.52 13,148 1,137,588 346,913 Sep 28 04:05 PM Frank Thomas AJ Chief Information Officer Sep 26 '23 Sale 86.53 13,098 1,133,326 827,150 Sep 28 04:07 PM Frank Thomas AJ Chief Information Officer Sep 25 '23 Sale 87.80 13,188 1,157,906 840,248 Sep 26 04:29 PM Brody Paul Jonathan Chief Financial Officer Sep 25 '23 Sale 87.79 13,147 1,154,175 360,061 Sep 26 04:27 PM Brody Paul Jonathan Chief Financial Officer Sep 22 '23 Sale 88.31 13,125 1,159,119 373,208 Sep 25 04:58 PM Frank Thomas AJ Chief Information Officer Sep 22 '23 Sale 88.30 12,827 1,132,588 853,436 Sep 25 05:00 PM Frank Thomas AJ Chief Information Officer Sep 21 '23 Sale 89.48 15,407 1,378,680 866,263 Sep 25 05:00 PM Brody Paul Jonathan Chief Financial Officer Sep 21 '23 Sale 89.38 13,147 1,175,022 386,333 Sep 25 04:58 PM Frank Thomas AJ Chief Information Officer Sep 20 '23 Sale 90.09 26,348 2,373,751 881,670 Sep 21 05:03 PM Brody Paul Jonathan Chief Financial Officer Sep 20 '23 Sale 89.61 13,148 1,178,186 399,480 Sep 21 05:00 PM Frank Thomas AJ Chief Information Officer Sep 19 '23 Sale 89.66 14,106 1,264,783 908,018 Sep 21 05:03 PM Brody Paul Jonathan Chief Financial Officer Sep 19 '23 Sale 89.63 13,147 1,178,339 412,628 Sep 21 05:00 PM Frank Thomas AJ Chief Information Officer Sep 18 '23 Sale 90.64 25,987 2,355,395 922,124 Sep 19 04:11 PM Brody Paul Jonathan Chief Financial Officer Sep 18 '23 Sale 90.62 13,147 1,191,422 425,775 Sep 19 04:09 PM Frank Thomas AJ Chief Information Officer Sep 15 '23 Sale 91.82 26,348 2,419,192 948,111 Sep 19 04:11 PM Brody Paul Jonathan Chief Financial Officer Sep 15 '23 Sale 91.82 13,148 1,207,313 438,922 Sep 19 04:09 PM Frank Thomas AJ Chief Information Officer Sep 14 '23 Sale 92.53 19,493 1,803,687 974,459 Sep 15 04:02 PM Brody Paul Jonathan Chief Financial Officer Sep 14 '23 Sale 92.53 11,472 1,061,504 452,070 Sep 15 04:00 PM Frank Thomas AJ Chief Information Officer Sep 13 '23 Sale 92.47 21,246 1,964,591 988,054 Sep 15 04:02 PM Brody Paul Jonathan Chief Financial Officer Sep 13 '23 Sale 92.48 11,564 1,069,474 463,542 Sep 15 04:00 PM Frank Thomas AJ Chief Information Officer Sep 12 '23 Sale 94.21 26,077 2,456,714 1,015,198 Sep 13 04:03 PM Brody Paul Jonathan Chief Financial Officer Sep 12 '23 Sale 94.22 13,147 1,238,710 475,106 Sep 13 04:07 PM Frank Thomas AJ Chief Information Officer Sep 11 '23 Sale 94.61 20,593 1,948,378 1,041,275 Sep 13 04:03 PM Brody Paul Jonathan Chief Financial Officer Sep 11 '23 Sale 94.64 11,747 1,111,712 488,253 Sep 13 04:07 PM
Index S&P 500 P/E 29.66 EPS (ttm) 6.82 Insider Own 2.32% Shs Outstand 37.90M Perf Week -1.95%
Market Cap 7.60B Forward P/E 25.31 EPS next Y 7.99 Insider Trans -0.45% Shs Float 36.73M Perf Month -10.72%
Income 257.04M PEG 3.76 EPS next Q 1.73 Inst Own 100.76% Short Float 2.90% Perf Quarter -10.69%
Sales 759.06M P/S 10.02 EPS this Y 3.41% Inst Trans -0.77% Short Ratio 2.68 Perf Half Y -8.13%
Book/sh 34.75 P/B 5.82 EPS next Y 12.79% ROA 14.46% Short Interest 1.06M Perf Year -32.48%
Cash/sh 11.54 P/C 17.53 EPS next 5Y 7.89% ROE 21.07% 52W Range 198.01 - 303.85 Perf YTD -30.95%
Dividend Est. 2.98 (1.47%) P/FCF 26.20 EPS past 5Y 8.46% ROI 19.50% 52W High -33.45% Beta 1.04
Dividend TTM 2.90 (1.43%) Quick Ratio - Sales past 5Y 12.18% Gross Margin 79.64% 52W Low 2.12% ATR (14) 5.97
Dividend Ex-Date Feb 13, 2024 Current Ratio - EPS Y/Y TTM -1.14% Oper. Margin 41.26% RSI (14) 42.20 Volatility 3.57% 2.70%
Employees 881 Debt/Eq 0.06 Sales Y/Y TTM 3.21% Profit Margin 33.86% Recom 2.65 Target Price 235.54
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q -1.75% Payout 42.02% Rel Volume 1.01 Prev Close 200.89
Sales Surprise -1.25% EPS Surprise 2.52% Sales Q/Q 4.18% Earnings May 07 BMO Avg Volume 397.15K Price 202.21
SMA20 -1.76% SMA50 -5.13% SMA200 -13.96% Trades
Volume 400,399 Change 0.66%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-10-24 Initiated BofA Securities
Underperform
$199
Jan-23-24 Resumed William Blair
Outperform
Jan-08-24 Downgrade Barclays
Overweight → Equal Weight
$246 → $291
Oct-06-23 Initiated UBS
Buy
$285
Jun-28-23 Initiated Barclays
Overweight
$310
Mar-02-23 Upgrade Atlantic Equities
Neutral → Overweight
$321 → $403
Oct-12-22 Initiated Citigroup
Buy
$285
Aug-17-22 Initiated Rosenblatt
Sell
$231
Apr-21-22 Upgrade Compass Point
Sell → Neutral
$275
Apr-06-22 Downgrade Raymond James
Outperform → Mkt Perform
Feb-15-22 Initiated Credit Suisse
Neutral
$412
Feb-08-22 Initiated Atlantic Equities
Neutral
$380
Jan-27-22 Downgrade Compass Point
Neutral → Sell
$300
Jun-25-21 Resumed Credit Suisse
Neutral
$573
Jan-19-21 Upgrade Rosenblatt
Neutral → Buy
Dec-21-20 Initiated Morgan Stanley
Equal-Weight
$608
Sep-11-20 Initiated Loop Capital
Buy
Mar-24-20 Upgrade Goldman
Sell → Neutral
$265 → $315
Mar-23-20 Upgrade Barclays
Equal Weight → Overweight
$350
Mar-13-20 Upgrade Raymond James
Mkt Perform → Outperform
$371
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MarketAxess Holdings, Inc. engages in an electronic trading platform that allows investment industry professionals to trade corporate bonds and other types of fixed-income instruments. It operates through the Americas, Europe, and Asia geographical segments. The company was founded by Richard Mitchell Mcvey on April 11, 2000, and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
McPherson Kevin M Chief Revenue Officer Feb 16 '24 Sale 221.26 2,000 442,520 70,092 Feb 16 05:00 PM McVey Richard M Executive Chairman Jan 10 '24 Option Exercise 203.72 16,037 3,267,058 652,382 Jan 12 04:15 PM McPherson Kevin M Chief Revenue Officer Dec 08 '23 Sale 260.50 920 239,660 68,959 Dec 11 04:15 PM McPherson Kevin M Chief Revenue Officer Nov 27 '23 Sale 230.95 1,020 235,569 69,879 Nov 28 04:15 PM CONCANNON CHRISTOPHER R Chief Executive Officer Aug 14 '23 Buy 238.42 4,270 1,018,060 47,166 Aug 15 04:15 PM McPherson Kevin M Global Head of Sales Jun 15 '23 Sale 277.25 1,000 277,250 70,899 Jun 15 05:47 PM McPherson Kevin M Global Head of Sales Jun 14 '23 Sale 274.00 2,000 548,000 71,899 Jun 15 04:15 PM
Index RUT P/E 17.05 EPS (ttm) 0.55 Insider Own 0.80% Shs Outstand 151.82M Perf Week 4.80%
Market Cap 1.42B Forward P/E 15.71 EPS next Y 0.60 Insider Trans 33.35% Shs Float 133.41M Perf Month 1.08%
Income 95.10M PEG 8.44 EPS next Q 0.14 Inst Own 76.20% Short Float 8.64% Perf Quarter 36.14%
Sales 349.00M P/S 4.08 EPS this Y 97.60% Inst Trans -0.50% Short Ratio 9.40 Perf Half Y 46.33%
Book/sh 2.82 P/B 3.33 EPS next Y 9.34% ROA 9.90% Short Interest 11.53M Perf Year 43.64%
Cash/sh 1.24 P/C 7.57 EPS next 5Y 2.02% ROE 23.00% 52W Range 6.06 - 9.73 Perf YTD 35.35%
Dividend Est. - P/FCF 17.08 EPS past 5Y 19.30% ROI 8.00% 52W High -3.60% Beta 1.45
Dividend TTM 0.12 (1.28%) Quick Ratio 2.20 Sales past 5Y 5.00% Gross Margin - 52W Low 54.79% ATR (14) 0.29
Dividend Ex-Date May 07, 2024 Current Ratio 2.20 EPS Y/Y TTM - Oper. Margin 20.40% RSI (14) 61.30 Volatility 3.28% 3.05%
Employees 303 Debt/Eq 0.67 Sales Y/Y TTM - Profit Margin 27.20% Recom 2.20 Target Price 10.66
Option/Short Yes / Yes LT Debt/Eq 0.67 EPS Q/Q 178.10% Payout 13.70% Rel Volume 0.68 Prev Close 9.20
Sales Surprise - EPS Surprise - Sales Q/Q 23.90% Earnings Apr 26 BMO Avg Volume 1.23M Price 9.38
SMA20 4.72% SMA50 6.26% SMA200 27.47% Trades
Volume 829,548 Change 1.96%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-03-24 Upgrade Northland Capital
Market Perform → Outperform
$12
Mar-06-24 Initiated Craig Hallum
Buy
$12
Dec-28-23 Upgrade Northcoast
Neutral → Buy
$9
Oct-11-23 Initiated UBS
Buy
$8.50 → $9
May-15-23 Initiated Oppenheimer
Outperform
$9
May-06-24 07:30AM
07:00AM
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Apr-29-24 04:15PM
09:55AM
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Jan-10-24 05:56PM
(The Wall Street Journal)
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WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Steinberg Jonathan L Chief Executive Officer Feb 13 '24 Buy 7.20 303,781 2,186,768 9,172,838 Feb 14 09:18 AM Peck William Bradley Head of Digital Assets Jan 29 '24 Option Exercise 0.00 15,830 0 202,388 Jan 31 04:46 PM Lilien R Jarrett President and COO Jan 29 '24 Option Exercise 0.00 143,386 0 1,027,744 Jan 31 04:44 PM Marinof Alexis Head of Europe Jan 29 '24 Option Exercise 0.00 33,072 0 288,469 Jan 31 04:45 PM Frankenthaler Marci Chief Legal Officer Jan 29 '24 Option Exercise 0.00 22,716 0 250,824 Jan 31 04:43 PM Ziemba Peter M Chief Administrative Officer Jan 29 '24 Option Exercise 0.00 31,866 0 1,059,874 Jan 31 04:51 PM Steinberg Jonathan L Chief Executive Officer Jan 29 '24 Option Exercise 0.00 260,618 0 9,002,103 Jan 31 04:47 PM Ziemba Peter M Chief Administrative Officer Aug 17 '23 Sale 7.04 50,000 352,065 988,082 Aug 18 04:09 PM Ziemba Peter M Chief Administrative Officer Aug 16 '23 Sale 6.91 50,000 345,685 1,038,082 Aug 18 04:09 PM
Index S&P 500 P/E 15.17 EPS (ttm) 8.27 Insider Own 9.80% Shs Outstand 208.77M Perf Week 2.33%
Market Cap 26.21B Forward P/E 12.41 EPS next Y 10.11 Insider Trans -0.41% Shs Float 188.54M Perf Month -2.08%
Income 1.77B PEG 0.99 EPS next Q 2.34 Inst Own 75.21% Short Float 2.13% Perf Quarter 12.93%
Sales 13.96B P/S 1.88 EPS this Y 14.14% Inst Trans 0.72% Short Ratio 3.96 Perf Half Y 25.04%
Book/sh 52.60 P/B 2.38 EPS next Y 6.67% ROA 2.21% Short Interest 4.02M Perf Year 45.58%
Cash/sh 66.90 P/C 1.87 EPS next 5Y 15.40% ROE 16.90% 52W Range 84.06 - 131.19 Perf YTD 12.47%
Dividend Est. 1.77 (1.41%) P/FCF 27.59 EPS past 5Y 15.76% ROI 11.91% 52W High -4.41% Beta 1.03
Dividend TTM 1.74 (1.39%) Quick Ratio - Sales past 5Y 11.96% Gross Margin 85.07% 52W Low 49.19% ATR (14) 2.41
Dividend Ex-Date Mar 28, 2024 Current Ratio - EPS Y/Y TTM 9.02% Oper. Margin 20.93% RSI (14) 54.46 Volatility 1.34% 1.90%
Employees 23019 Debt/Eq 0.44 Sales Y/Y TTM 10.80% Profit Margin 12.67% Recom 2.31 Target Price 131.69
Option/Short Yes / Yes LT Debt/Eq 0.35 EPS Q/Q 14.86% Payout 21.09% Rel Volume 0.94 Prev Close 125.27
Sales Surprise -0.91% EPS Surprise 0.59% Sales Q/Q 14.23% Earnings Apr 24 AMC Avg Volume 1.02M Price 125.40
SMA20 1.25% SMA50 1.35% SMA200 13.22% Trades
Volume 959,455 Change 0.10%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-10-24 Upgrade JP Morgan
Neutral → Overweight
$110 → $135
Jan-09-24 Downgrade Jefferies
Buy → Hold
$112 → $117
Jan-04-24 Initiated TD Cowen
Market Perform
$121
Jan-03-24 Downgrade Goldman
Buy → Neutral
$125 → $116
Sep-19-23 Initiated JP Morgan
Neutral
$121
Sep-11-23 Initiated BofA Securities
Buy
$122
Jul-21-23 Resumed Morgan Stanley
Equal-Weight
$112
Dec-19-22 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$130 → $120
Nov-22-22 Initiated UBS
Neutral
$127
Oct-19-22 Initiated Credit Suisse
Neutral
$120
Oct-12-22 Initiated Citigroup
Neutral
$117
Jan-28-22 Upgrade Seaport Research Partners
Neutral → Buy
$125
Jan-10-22 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Jul-21-21 Initiated Jefferies
Buy
$150
Jan-15-21 Upgrade Wells Fargo
Underweight → Overweight
$120
Jan-05-21 Upgrade Wolfe Research
Peer Perform → Outperform
$89 → $111
Jan-05-21 Upgrade Goldman
Sell → Buy
$82 → $110
Nov-17-20 Upgrade Citigroup
Neutral → Buy
$87 → $112
Jul-08-20 Initiated Seaport Global Securities
Neutral
Jun-09-20 Upgrade Morgan Stanley
Equal-Weight → Overweight
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Oct-23-23 07:35PM
05:10AM
Oct-18-23 10:01AM
Oct-16-23 04:40PM
08:00AM
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02:26PM
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Aug-10-23 12:11PM
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(American City Business Journals)
Aug-02-23 03:00PM
Jul-31-23 01:24PM
Raymond James Financial, Inc. is an investment holding company, which engages in the provision of financial and investment services. Its services include investment management, merger and acquisition and advisory, the underwriting, distribution, trading and brokerage of equity and debt securities, sale of mutual funds, corporate and retail banking, and trust services. It operates through the following segments: Private Client Group, Capital Markets, Asset Management, Bank, and Other. The Private Client Group segment provides financial planning, investment advisory, and securities transaction services to clients through financial advisors. The Capital Markets segment focuses on investment banking, institutional sales, securities trading, equity research and the syndication, and management of investments in low-income housing funds and funds of a similar nature. The Asset Management segment is involved in asset management, portfolio management, and related administrative services to retail and institutional clients. The Bank segment refers to the results of banking operations. The Other segment includes private equity investments, which predominantly consist of investments in third-party funds. The company was founded by Robert A. James in 1962 and is headquartered in St. Petersburg, FL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Bunn James E Pres-GlobEq&Inv Banking-RJA May 03 '24 Sale 124.44 11,095 1,380,614 46,977 May 06 04:42 PM Raney Steven M President & CEO RJBank Apr 26 '24 Sale 121.01 4,174 505,107 51,009 Apr 29 02:41 PM MCDANIEL RAYMOND W Director Apr 10 '24 Option Exercise 0.00 1,846 0 1,846 Apr 12 04:04 PM GARCIA ART A Director Apr 10 '24 Option Exercise 0.00 1,846 0 2,725 Apr 12 10:22 AM DEBEL MARLENE Director Feb 22 '24 Option Exercise 0.00 1,643 0 5,856 Feb 26 11:55 AM Gates Anne Director Feb 22 '24 Option Exercise 0.00 1,643 0 12,581 Feb 26 04:09 PM Esty Benjamin Director Feb 22 '24 Option Exercise 0.00 1,643 0 27,527 Feb 26 04:08 PM Seshadri Raj Director Feb 22 '24 Option Exercise 0.00 1,643 0 9,515 Feb 26 04:10 PM DUTKOWSKY ROBERT M Director Feb 22 '24 Option Exercise 0.00 1,643 0 11,149 Feb 26 09:41 AM Johnson Gordon L Director Feb 22 '24 Option Exercise 0.00 2,281 0 40,642 Feb 26 04:06 PM MCGEARY RODERICK C Director Feb 22 '24 Option Exercise 0.00 1,643 0 20,087 Feb 26 09:21 AM Edwards Jeffrey N Director Feb 22 '24 Option Exercise 0.00 1,643 0 28,577 Feb 26 09:18 AM GARCIA ART A Director Feb 09 '24 Buy 112.30 879 98,715 879 Feb 13 07:40 AM Santelli Jonathan N EVP, Gen Counsel, Secy Jan 29 '24 Sale 111.91 1,891 211,626 21,491 Jan 31 10:00 AM Raney Steven M President & CEO RJBank Dec 15 '23 Option Exercise 0.00 1,476 0 57,094 Dec 18 08:55 AM Perry Jodi President, ICD for RJFS Dec 15 '23 Option Exercise 0.00 452 0 14,633 Dec 18 01:52 PM REILLY PAUL C Chair & CEO Dec 15 '23 Option Exercise 0.00 30,833 0 283,939 Dec 18 01:12 PM Catanese George Chief Risk Officer Dec 15 '23 Option Exercise 0.00 759 0 12,471 Dec 18 01:12 PM Curtis Scott A President, PCG Dec 15 '23 Option Exercise 0.00 3,075 0 181,605 Dec 18 12:07 PM Shoukry Paul M Chief Financial Officer Dec 15 '23 Option Exercise 0.00 1,805 0 24,112 Dec 18 12:07 PM Elwyn Tashtego S CEO & President - RJA Dec 15 '23 Option Exercise 0.00 2,768 0 70,030 Dec 18 03:55 PM Aisenbrey Christopher S Chief Human Resources Officer Dec 15 '23 Option Exercise 0.00 591 0 9,575 Dec 18 03:54 PM Bunn James E Pres-GlobEq&Inv Banking-RJA Dec 15 '23 Option Exercise 0.00 7,176 0 63,862 Dec 18 03:54 PM Allaire Bella Loykhter Executive Vice President-RJA Dec 15 '23 Option Exercise 0.00 3,177 0 95,272 Dec 19 03:34 PM Dowdle Jeffrey A COO & Head of Asset Mgmt. Dec 15 '23 Option Exercise 0.00 2,768 0 52,766 Dec 19 10:11 AM Santelli Jonathan N EVP, Gen Counsel, Secy Dec 15 '23 Option Exercise 0.00 1,148 0 24,330 Dec 18 01:20 PM JAMES THOMAS A Chairman Emeritus Dec 15 '23 Option Exercise 0.00 821 0 17,606,654 Dec 18 08:55 AM Raney Steven M President & CEO RJBank Dec 15 '23 Sale 110.42 930 102,691 55,618 Dec 18 08:55 AM Perry Jodi President, ICD for RJFS Dec 12 '23 Option Exercise 0.00 900 0 14,400 Dec 12 05:30 PM Shoukry Paul M Chief Financial Officer Dec 12 '23 Option Exercise 0.00 900 0 22,526 Dec 12 05:30 PM Coulter James Robert Edward Director & CEO, RJ Ltd. Dec 11 '23 Option Exercise 0.00 407 0 15,917 Dec 11 05:26 PM Carter Horace President, Fixed Income Dec 04 '23 Option Exercise 0.00 5,217 0 30,432 Dec 05 10:53 AM Catanese George Chief Risk Officer Dec 04 '23 Sale 106.75 3,866 412,685 11,712 Dec 05 10:55 AM Raney Steven M President & CEO RJBank Dec 01 '23 Sale 106.84 5,531 590,905 56,964 Dec 01 04:21 PM REILLY PAUL C Chair & CEO Nov 30 '23 Option Exercise 0.00 11,700 0 276,551 Dec 01 04:22 PM Catanese George Chief Risk Officer Nov 30 '23 Option Exercise 0.00 2,700 0 16,322 Dec 01 04:10 PM Perry Jodi President, ICD for RJFS Nov 30 '23 Option Exercise 0.00 4,500 0 14,595 Dec 01 03:14 PM Dowdle Jeffrey A COO & Head of Asset Mgmt. Nov 30 '23 Option Exercise 0.00 4,500 0 51,262 Dec 01 04:29 PM Oorlog Jonathan W JR SVP & Chief Accounting Officer Nov 30 '23 Option Exercise 0.00 2,250 0 16,381 Dec 01 02:52 PM Santelli Jonathan N EVP, Gen Counsel, Secy Nov 30 '23 Option Exercise 0.00 4,500 0 24,312 Dec 01 02:55 PM Raney Steven M President & CEO RJBank Nov 30 '23 Option Exercise 0.00 4,500 0 63,769 Dec 01 04:21 PM Aisenbrey Christopher S Chief Human Resources Officer Nov 30 '23 Option Exercise 0.00 2,700 0 9,641 Dec 01 09:28 AM Elwyn Tashtego S CEO & President - RJA Nov 30 '23 Option Exercise 0.00 4,500 0 70,677 Dec 01 08:38 AM Carter Horace President, Fixed Income Nov 30 '23 Option Exercise 0.00 4,500 0 25,215 Dec 01 08:38 AM Shoukry Paul M Chief Financial Officer Nov 30 '23 Option Exercise 0.00 4,500 0 24,721 Dec 01 08:39 AM Bunn James E Pres-GlobEq&Inv Banking-RJA Nov 30 '23 Option Exercise 0.00 4,500 0 58,456 Dec 01 08:40 AM Allaire Bella Loykhter Executive Vice President-RJA Nov 30 '23 Option Exercise 0.00 4,500 0 93,680 Dec 01 08:40 AM Curtis Scott A President, PCG Nov 30 '23 Option Exercise 0.00 4,500 0 180,544 Dec 01 04:22 PM REILLY PAUL C Chair & CEO Nov 29 '23 Option Exercise 0.00 3,750 0 316,238 Dec 01 04:22 PM Curtis Scott A President, PCG Nov 29 '23 Option Exercise 0.00 1,500 0 176,374 Dec 01 04:22 PM Allaire Bella Loykhter Executive Vice President-RJA Nov 29 '23 Option Exercise 0.00 1,500 0 89,510 Dec 01 08:40 AM Bunn James E Pres-GlobEq&Inv Banking-RJA Nov 29 '23 Option Exercise 0.00 1,500 0 54,559 Dec 01 08:40 AM Shoukry Paul M Chief Financial Officer Nov 29 '23 Option Exercise 0.00 900 0 20,440 Dec 01 08:39 AM Carter Horace President, Fixed Income Nov 29 '23 Option Exercise 0.00 450 0 20,715 Dec 01 08:38 AM Elwyn Tashtego S CEO & President - RJA Nov 29 '23 Option Exercise 0.00 1,500 0 66,542 Dec 01 08:38 AM Aisenbrey Christopher S Chief Human Resources Officer Nov 29 '23 Option Exercise 0.00 450 0 7,050 Dec 01 09:28 AM Raney Steven M President & CEO RJBank Nov 29 '23 Option Exercise 0.00 1,500 0 59,634 Dec 01 04:21 PM Santelli Jonathan N EVP, Gen Counsel, Secy Nov 29 '23 Option Exercise 0.00 1,500 0 20,177 Dec 01 02:55 PM Oorlog Jonathan W JR SVP & Chief Accounting Officer Nov 29 '23 Option Exercise 0.00 450 0 14,240 Dec 01 02:52 PM Dowdle Jeffrey A COO & Head of Asset Mgmt. Nov 29 '23 Option Exercise 0.00 1,500 0 47,092 Dec 01 04:29 PM Perry Jodi President, ICD for RJFS Nov 29 '23 Option Exercise 0.00 1,500 0 10,460 Dec 01 03:14 PM Catanese George Chief Risk Officer Nov 29 '23 Option Exercise 0.00 900 0 13,820 Dec 01 04:10 PM REILLY PAUL C Chair & CEO Nov 29 '23 Sale 103.99 50,000 5,199,515 264,851 Dec 01 04:22 PM Santelli Jonathan N EVP, Gen Counsel, Secy Nov 22 '23 Option Exercise 0.00 1,500 0 17,320 Nov 24 10:10 AM Oorlog Jonathan W JR SVP & Chief Accounting Officer Nov 22 '23 Option Exercise 0.00 600 0 13,936 Nov 24 09:48 AM Allaire Bella Loykhter Executive Vice President-RJA Nov 22 '23 Option Exercise 0.00 1,500 0 83,574 Nov 24 11:55 AM Curtis Scott A President, PCG Nov 22 '23 Option Exercise 0.00 1,500 0 170,591 Nov 27 07:04 AM Dowdle Jeffrey A COO & Head of Asset Mgmt. Nov 22 '23 Option Exercise 0.00 1,500 0 41,770 Nov 27 07:03 AM Bunn James E Pres-GlobEq&Inv Banking-RJA Nov 22 '23 Option Exercise 0.00 1,500 0 42,886 Nov 27 07:02 AM Catanese George Chief Risk Officer Nov 22 '23 Option Exercise 0.00 900 0 12,981 Nov 27 07:02 AM Aisenbrey Christopher S Chief Human Resources Officer Nov 22 '23 Option Exercise 0.00 900 0 6,819 Nov 27 07:01 AM Shoukry Paul M Chief Financial Officer Nov 22 '23 Option Exercise 0.00 1,500 0 17,200 Nov 27 07:08 AM REILLY PAUL C Chair & CEO Nov 22 '23 Option Exercise 0.00 3,750 0 244,500 Nov 27 07:07 AM Perry Jodi President, ICD for RJFS Nov 22 '23 Option Exercise 0.00 1,500 0 8,650 Nov 27 07:06 AM Carter Horace President, Fixed Income Nov 22 '23 Option Exercise 0.00 750 0 20,265 Nov 24 01:23 PM Elwyn Tashtego S CEO & President - RJA Nov 22 '23 Option Exercise 0.00 1,500 0 61,255 Nov 24 11:17 AM Raney Steven M President & CEO RJBank Nov 22 '23 Option Exercise 0.00 1,500 0 56,250 Nov 27 04:20 PM Dowdle Jeffrey A COO & Head of Asset Mgmt. Nov 08 '23 Sale 99.41 8,044 799,629 40,270 Nov 13 06:00 AM Coulter James Robert Edward Director & CEO, RJ Ltd. Sep 30 '23 Option Exercise 0.00 3,203 0 15,510 Oct 02 12:36 PM Carter Horace President, Fixed Income Jul 31 '23 Sale 109.12 3,753 409,527 19,515 Aug 02 11:27 AM Dowdle Jeffrey A COO & Head of Asset Mgmt. Jun 07 '23 Sale 96.36 5,281 508,884 48,314 Jun 08 11:13 AM
Index - P/E 15.64 EPS (ttm) 1.43 Insider Own 5.60% Shs Outstand 89.09M Perf Week 1.96%
Market Cap 1.99B Forward P/E 8.43 EPS next Y 2.66 Insider Trans 1.02% Shs Float 83.65M Perf Month 8.62%
Income 131.43M PEG - EPS next Q 0.60 Inst Own 82.58% Short Float 1.49% Perf Quarter 37.63%
Sales 2.21B P/S 0.90 EPS this Y 36.42% Inst Trans -1.33% Short Ratio 1.19 Perf Half Y 24.42%
Book/sh 13.65 P/B 1.64 EPS next Y 5.72% ROA 1.07% Short Interest 1.25M Perf Year 27.68%
Cash/sh 24.97 P/C 0.90 EPS next 5Y -0.60% ROE 10.44% 52W Range 16.02 - 22.92 Perf YTD 10.66%
Dividend Est. 0.96 (4.28%) P/FCF 2.23 EPS past 5Y -12.55% ROI 4.16% 52W High -2.18% Beta 0.36
Dividend TTM 0.96 (4.28%) Quick Ratio - Sales past 5Y 12.04% Gross Margin 37.02% 52W Low 39.95% ATR (14) 0.52
Dividend Ex-Date May 31, 2024 Current Ratio - EPS Y/Y TTM -27.82% Oper. Margin 19.24% RSI (14) 65.72 Volatility 1.97% 2.34%
Employees 975 Debt/Eq 2.47 Sales Y/Y TTM 10.04% Profit Margin 5.95% Recom 2.00 Target Price 23.71
Option/Short Yes / Yes LT Debt/Eq 1.61 EPS Q/Q 5.00% Payout 67.45% Rel Volume 0.54 Prev Close 22.36
Sales Surprise 10.87% EPS Surprise 39.37% Sales Q/Q 13.95% Earnings Apr 24 BMO Avg Volume 1.05M Price 22.42
SMA20 4.71% SMA50 10.25% SMA200 19.26% Trades
Volume 567,927 Change 0.27%
Date
Action
Analyst
Rating Change
Price Target Change
Nov-28-23 Initiated BofA Securities
Buy
$20
Sep-14-23 Upgrade Citigroup
Neutral → Buy
$20
Apr-11-23 Upgrade Morgan Stanley
Underweight → Equal-Weight
$18 → $21
Jan-12-23 Downgrade Citigroup
Buy → Neutral
$22.50
Oct-12-22 Initiated Citigroup
Buy
$26
Jan-11-21 Downgrade Morgan Stanley
Equal-Weight → Underweight
Nov-09-20 Upgrade Rosenblatt
Neutral → Buy
$28
Sep-11-20 Initiated Loop Capital
Hold
$28
Mar-02-20 Upgrade Compass Point
Neutral → Buy
$21
Jan-06-20 Downgrade Goldman
Buy → Neutral
$15.50
Nov-08-19 Downgrade UBS
Buy → Neutral
$21 → $17
Sep-03-19 Resumed JP Morgan
Overweight
$23
Jun-26-19 Initiated Rosenblatt
Buy
$29
Jan-04-19 Upgrade Goldman
Neutral → Buy
Sep-19-18 Initiated Compass Point
Neutral
$23
Aug-08-18 Initiated Morgan Stanley
Equal-Weight
$22
May-23-18 Initiated Jefferies
Buy
$37
Feb-06-18 Upgrade JP Morgan
Underweight → Neutral
Nov-08-17 Upgrade Citigroup
Sell → Neutral
Oct-18-17 Resumed JP Morgan
Underweight
$13
Show Previous Ratings
Apr-25-24 01:02PM
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(Thomson Reuters StreetEvents) -9.06%
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(The Wall Street Journal)
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(The Wall Street Journal)
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(The Wall Street Journal)
Jun-06-23 07:00AM
Jun-02-23 11:31AM
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May-26-23 06:13AM
Virtu Financial, Inc. engages in the provision of trading solutions and liquidity services. It operates through the following segments: Market Making, Execution Services and Corporate. The Market Making segment involves the cash, futures, and options markets across global equities, fixed income, currencies, cryptocurrencies, and commodities. The Execution Services segment includes agency-based, execution-only trading, workflow technology, and trading analytics. The Corporate segment consists of investments in financial services-oriented opportunities and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded by Vincent J. Viola and Douglas A. Cifu in 2008 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Cifu Douglas A Chief Executive Officer Feb 07 '24 Buy 16.21 50,000 810,410 584,132 Feb 07 05:47 PM Cifu Douglas A Chief Executive Officer Sep 13 '23 Buy 17.06 50,000 853,150 442,755 Sep 13 04:39 PM Molluso Joseph Co-President & Co-COO Sep 13 '23 Buy 17.17 15,000 257,481 358,160 Sep 13 04:40 PM
Index RUT P/E 9.83 EPS (ttm) 1.57 Insider Own 1.91% Shs Outstand 113.50M Perf Week 0.32%
Market Cap 1.73B Forward P/E 8.27 EPS next Y 1.87 Insider Trans -7.78% Shs Float 109.69M Perf Month -9.64%
Income 190.00M PEG 1.32 EPS next Q 0.44 Inst Own 98.79% Short Float 6.93% Perf Quarter -2.58%
Sales 4.95B P/S 0.35 EPS this Y -33.09% Inst Trans -6.57% Short Ratio 8.95 Perf Half Y -9.53%
Book/sh 24.74 P/B 0.63 EPS next Y 14.08% ROA 0.30% Short Interest 7.60M Perf Year 4.25%
Cash/sh 26.36 P/C 0.59 EPS next 5Y 7.42% ROE 6.64% 52W Range 14.10 - 19.69 Perf YTD -16.92%
Dividend Est. 0.64 (4.14%) P/FCF 2.43 EPS past 5Y 4.38% ROI 0.35% 52W High -21.44% Beta 1.43
Dividend TTM 0.64 (4.14%) Quick Ratio - Sales past 5Y -0.64% Gross Margin 89.66% 52W Low 9.72% ATR (14) 0.46
Dividend Ex-Date Feb 29, 2024 Current Ratio - EPS Y/Y TTM -56.31% Oper. Margin 79.48% RSI (14) 40.54 Volatility 2.38% 2.68%
Employees 4500 Debt/Eq 19.98 Sales Y/Y TTM 18.11% Profit Margin 3.84% Recom 3.44 Target Price 14.88
Option/Short Yes / Yes LT Debt/Eq 18.38 EPS Q/Q -24.99% Payout 34.53% Rel Volume 0.86 Prev Close 15.47
Sales Surprise -5.54% EPS Surprise -20.07% Sales Q/Q -0.59% Earnings Apr 24 BMO Avg Volume 848.44K Price 15.47
SMA20 -3.35% SMA50 -5.81% SMA200 -9.94% Trades
Volume 730,217 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-03-24 Upgrade JP Morgan
Underweight → Neutral
$18 → $17
Jan-10-24 Initiated Deutsche Bank
Hold
Jan-10-24 Downgrade Barclays
Equal Weight → Underweight
$17 → $14
Jan-08-24 Downgrade TD Cowen
Market Perform → Underperform
$17 → $15
Jan-02-24 Downgrade Stephens
Equal-Weight → Underweight
$16
Nov-15-23 Initiated Barclays
Equal Weight
$17
Nov-09-23 Downgrade Jefferies
Buy → Hold
$22 → $16
Nov-01-23 Initiated TD Cowen
Market Perform
$17
Dec-01-22 Upgrade Morgan Stanley
Underweight → Equal-Weight
$14 → $16
Oct-07-22 Initiated Morgan Stanley
Underweight
$14.50
Sep-09-22 Downgrade Barclays
Overweight → Equal Weight
$19 → $13
Apr-11-22 Downgrade JP Morgan
Neutral → Underweight
$21 → $17
Mar-31-22 Downgrade Compass Point
Buy → Neutral
$18
Jan-03-22 Downgrade Stephens
Overweight → Equal-Weight
$22
Sep-30-21 Initiated Seaport Global Securities
Neutral
Jul-29-21 Downgrade Citigroup
Buy → Neutral
$19 → $21
Jul-06-21 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$20
Mar-19-21 Upgrade Jefferies
Hold → Buy
$11.50 → $19
Jan-19-21 Downgrade JP Morgan
Overweight → Neutral
$12.50
Oct-22-20 Upgrade Wedbush
Neutral → Outperform
$12
Show Previous Ratings
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Navient Corp. engages in the provision of asset management and business processing solutions for education, healthcare and government clients at the federal, state and local levels. It operates through the following segments: Federal Education Loans, Consumer Lending, Business Processing and Other. The Federal Education Loans segment owns FFELP Loans and performs servicing and asset recovery services on FFELP Loan portfolio. The Consumer Lending segment owns, originates, acquires and services high-quality private education loans. The Business Processing segment engages in the provision of government and healthcare services. The Other segment consists of corporate liquidity portfolio, gains and losses incurred on the repurchase of debt, unallocated expenses of shared services and restructuring/other reorganization expenses. The company was founded in 1973 and is headquartered in Herndon, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
HELEEN MARK L EVP, CLO & Secretary May 03 '24 Sale 16.00 10,000 160,000 393,611 May 06 05:16 PM HELEEN MARK L EVP, CLO & Secretary Jan 31 '24 Sale 17.20 10,000 171,967 385,577 Feb 02 04:18 PM KANE JOHN M EVP & Group President Dec 14 '23 Sale 19.02 150,132 2,855,090 490,778 Dec 18 05:58 PM HELEEN MARK L EVP, CLO & Secretary Nov 07 '23 Sale 16.99 10,000 169,863 395,330 Nov 08 04:43 PM HELEEN MARK L EVP, CLO & Secretary Jul 31 '23 Sale 19.01 20,000 380,138 404,056 Aug 02 04:46 PM
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