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TDIC

Dreamland Ltd

3.88

Jul 13 • 03:59PM ET +0.20 (5.43%)

3.65

Aftermarket • 07:59PM ET -0.23 (-5.93%)

Communication Services Advertising Agencies Hong Kong Nano NASD

Peers: BAOS CHR CNET DRCT KRKR VSME YDKG HAO SOPA STFS

Index	-
Market Cap	5.86M
Enterprise Value	3.53M
Income	-4.26M
Sales	7.02M
Book/sh	0.54
Cash/sh	2.34
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	-
IPO	Jul 23, 2025

P/E	-
Forward P/E	-
PEG	-
P/S	0.84
P/B	7.15
P/C	1.66
P/FCF	-
EV/EBITDA	-
EV/Sales	0.50
Quick Ratio	1.67
Current Ratio	1.68
Debt/Eq	0.30
LT Debt/Eq	0.18
Option/Short	No / Yes

EPS (ttm)	-0.56
EPS next Y	-
EPS next Q	-
EPS this Y	-
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	- -
Sales past 3/5Y	256.99% -
EPS Y/Y TTM	-422.78%
Sales Y/Y TTM	14.95%
EPS Q/Q	-1242.32%
Sales Q/Q	28.78%
Earnings	-
EPS/Sales Surpr.	- -

Insider Own	98.37%
Insider Trans	78.15%
Inst Own	0.01%
Inst Trans	-
ROA	-55.47%
ROE	-181.62%
ROIC	-89.77%
Gross Margin	9.69%
Oper. Margin	-71.35%
Profit Margin	-60.65%
SMA20	-28.85%
SMA50	-84.14%
SMA200	-94.87%
Trades

Shs Outstand	7.20M
Shs Float	0.62M
Short Float	1.49%
Short Ratio	0.01
Short Interest	0.01M
52W High	987.50 -99.61%
52W Low	3.00 29.33%
Volatility	17.37% 23.20%
ATR (14)	6.83
RSI (14)	45.92
Beta	6.04
Rel Volume	4.36
Avg Volume	1.53M
Volume	6,653,486

Perf Week	8.08%
Perf Month	-56.89%
Perf Quarter	-76.52%
Perf Half Y	-84.19%
Perf YTD	-83.28%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Recom	-
Target Price	-
Prev Close	3.68
Price	3.88
Change	5.43%

Jul-01-26 01:02PM	Compromised Advisor Credentials Used in Pump-and-Dump Schemes (Wealth Management) -5.48%
May-15-26 10:30AM	BC-Most Active Stocks (Associated Press) +30.00%
May-13-26 10:30AM	BC-Most Active Stocks (Associated Press) +876.69%
May-12-26 11:13AM	AI Image Platform Partnership Expands Dreamlands Push Beyond Event Management (TDIC) (InvestorsHub) +126.92%
10:30AM	BC-Most Active Stocks (Associated Press)
05:12AM	Loading…
05:12AM	Dreamland Limited's Subsidiary Trendic International Limited and LinkFung Innovation Limited Enter Into MoU to Explore Development, Implementation, and Deployment of a Comprehensive AI-Powered Intelligent Image Library Platform (GlobeNewswire)
Apr-07-26 10:30AM	BC-Most Active Stocks (Associated Press) +45.11%
Dec-05-25 07:55AM	Dreamland Limited Secures $18 Million Equity Purchase Agreement (GlobeNewswire) +40.21%
Nov-28-25 06:16AM	Dreamland Limited Announces Receipt of Nasdaq Notification Regarding Minimum Bid Price Deficiency (GlobeNewswire) +9.82%
Jul-24-25 03:17PM	Dreamland Limited Announces Closing of Initial Public Offering (GlobeNewswire)
Jul-22-25 02:38PM	Dreamland Limited Announces Pricing of Initial Public Offering (GlobeNewswire)

Dreamland Ltd. is an event management service provider specializing in the organization, planning, promotion, and management of themed experience events. It handles a wide variety of public and private events, including trade shows, conferences, concerts, exhibitions, charity galas, brand promotions, and internal corporate events. The company was founded by Seto Wai Yue in 2016 and is headquartered in Hong Kong.

FounderMs. Wai Yue Seto

Chief Financial OfficerMr. Wai Kit Lee

Head of Design & Merchandising Department and DirectorMs. Sze Man Tse

General ManagerMr. Kai Chung Luk

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Seto Wai Yue	Chief Executive Officer	Jul 07 '26	Buy	3.75	652,000	2,445,000	749,890	Jul 13 06:05 AM

Open in Screener

IT

Gartner Inc

141.31

Jul 13 • 03:59PM ET +8.07 (6.06%)

140.01

Aftermarket • 07:27PM ET -1.30 (-0.92%)

Technology Information Technology Services USA Mid NYSE

Peers: BR JKHY ACN FDS IBM MORN EFX VRSK MSCI TRU

| Held by: VTI VOO VB VBR RSP VGT IVV SPY XLK RSPT

Index	S&P 500
Market Cap	9.46B
Enterprise Value	11.15B
Income	740.58M
Sales	6.47B
Book/sh	0.93
Cash/sh	24.90
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	20244
IPO	Oct 05, 1993

P/E	13.96
Forward P/E	9.20
PEG	0.87
P/S	1.46
P/B	151.33
P/C	5.68
P/FCF	7.52
EV/EBITDA	7.86
EV/Sales	1.72
Quick Ratio	0.84
Current Ratio	0.84
Debt/Eq	52.94
LT Debt/Eq	51.33
Option/Short	Yes / Yes

EPS (ttm)	10.12
EPS next Y	15.35
EPS next Q	3.75
EPS this Y	3.84%
EPS next Y	12.26%
EPS next 5Y	10.56%
EPS past 3/5Y	-1.08% 26.62%
Sales past 3/5Y	5.87% 9.65%
EPS Y/Y TTM	-37.31%
Sales Y/Y TTM	2.30%
EPS Q/Q	17.20%
Sales Q/Q	-1.51%
Earnings	May 05 BMO
EPS/Sales Surpr.	12.39% -0.21%

Insider Own	2.53%
Insider Trans	0.00%
Inst Own	118.93%
Inst Trans	3.56%
ROA	9.18%
ROE	94.87%
ROIC	22.33%
Gross Margin	65.97%
Oper. Margin	17.96%
Profit Margin	11.44%
SMA20	5.00%
SMA50	-4.27%
SMA200	-26.34%
Trades

Shs Outstand	67.88M
Shs Float	65.25M
Short Float	18.31%
Short Ratio	7.52
Short Interest	11.95M
52W High	386.05 -63.40%
52W Low	124.25 13.73%
Volatility	3.88% 4.51%
ATR (14)	6.75
RSI (14)	51.33
Beta	0.95
Rel Volume	0.87
Avg Volume	1.59M
Volume	1,375,568

Perf Week	4.59%
Perf Month	-8.78%
Perf Quarter	-1.68%
Perf Half Y	-42.75%
Perf YTD	-43.99%
Perf Year	-62.26%
Perf 3Y	-60.89%
Perf 5Y	-44.73%
Perf 10Y	43.11%
Recom	2.78
Target Price	164.25
Prev Close	133.24
Price	141.31
Change	6.06%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-27-26	Downgrade	Goldman	Buy → Neutral	$171
Oct-22-25	Downgrade	Barclays	Overweight → Equal Weight	$270
Oct-16-25	Initiated	Truist	Buy	$300
Sep-09-25	Initiated	RBC Capital Mkts	Sector Perform	$263
Sep-03-25	Initiated	Wolfe Research	Peer Perform
Aug-06-25	Downgrade	UBS	Buy → Neutral	$270
Jan-10-25	Upgrade	Barclays	Equal Weight → Overweight	$525 → $600
Aug-13-24	Initiated	Wells Fargo	Underweight	$435
Apr-16-24	Initiated	Deutsche Bank	Hold	$507
Apr-11-24	Upgrade	UBS	Neutral → Buy	$484 → $550
Oct-16-23	Resumed	Jefferies	Hold	$323 → $358
Jun-01-23	Initiated	UBS	Neutral	$368
Oct-25-22	Resumed	Jefferies	Hold	$304 → $300
Jul-13-22	Initiated	Wells Fargo	Overweight	$305
Apr-14-22	Upgrade	BofA Securities	Neutral → Buy	$340
Mar-11-22	Resumed	BofA Securities	Neutral	$305
Nov-03-21	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$363
Jan-06-21	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$187
Dec-17-19	Downgrade	Barclays	Overweight → Equal Weight	$165
Nov-22-19	Initiated	Jefferies	Hold

Show Previous Ratings

Jul-13-26 04:30PM	Gartner Inc. stock outperforms competitors on strong trading day (MarketWatch) +6.06%
Jul-10-26 04:49PM	IT Keeps Buying What The Market Keeps Selling (Trefis)
Jul-09-26 09:04PM	IT Keeps Buying What The Market Keeps Selling (Trefis)
Jul-06-26 12:17PM	Agentic AI to disrupt $234B in SaaS spending: Gartner (CIO Dive)
Jul-02-26 11:00AM	Stop Pushing Ads No One Wants and Start Making Offers They Cant Ignore (Entrepreneur)
04:30PM	Loading…
Jun-26-26 04:30PM	Gartner Inc. stock outperforms competitors on strong trading day (MarketWatch) +6.58%
07:57AM	The new CMO playbook: How marketers are balancing broader remits and tighter budgets (Fortune)
Jun-23-26 11:38AM	Neocloud providers will gain greater slice of AI cloud market by 2030 (CIO Dive)
Jun-17-26 04:30PM	Gartner Inc. stock underperforms Wednesday when compared to competitors (MarketWatch) -6.09%
Jun-09-26 01:00PM	Gartner Survey Finds 49% of U.S. Consumers Say GenAI Has Made Content Quality Worse (Business Wire)
Jun-08-26 09:31AM	What's Happening With BigBear.ai Stock? (Trefis)
Jun-04-26 08:50AM	Unico Connect Releases New Guide on the Real Cost of AI Agent Development for Enterprises in 2026 (TMX Newsfile)
Jun-02-26 02:00AM	4 tips for building a strong finance AI bench: Gartner (CFO Dive)
Jun-01-26 04:30PM	Gartner Inc. stock outperforms competitors on strong trading day (MarketWatch) +10.72%
05:06AM	Gartner Finance Symposiums AI message: Trial Balance (CFO.com)
11:19AM	Loading…
May-27-26 11:19AM	Gartner Survey Finds Consumers Want AI Shopping Help, But Not AI Purchase Decisions (Business Wire)
May-20-26 03:30PM	Gartner Survey Finds Sales Organizations That Provide AI-Enabled Next Best Actions Are 2.6x More Likely to Achieve Commercial Growth (Business Wire)
09:00AM	Gartner Survey Finds 69% of B2B Buyers Turn to Sales Reps to Validate AI-Generated Insights (Business Wire)
May-19-26 01:15PM	Gartner Survey Finds AI Saves Sellers Nearly 5 Hours Per Week, Yet 72% of Sales Organizations Fail to Reinvest Time in High-Value Activities (Business Wire)
11:39AM	Global AI spend to reach $2.59 trillion in 2026 (CIO Dive)
08:30AM	Gartner to Participate in Upcoming Investor Conferences (Business Wire)
07:43AM	CFOs could cut agentic AI costs up to 60% by fixing this overlooked data problem (Fortune)
03:30AM	Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026 (Business Wire)
May-18-26 04:30PM	Gartner Inc. stock outperforms competitors on strong trading day (MarketWatch) +6.29%
May-13-26 04:30PM	Gartner Inc. stock underperforms Wednesday when compared to competitors (MarketWatch) -5.56%
May-12-26 02:00AM	Execs admit to making material decisions based on bad data (CFO Dive)
May-11-26 11:55AM	Gartner 2026 CMO Spend Survey Finds CMOs Allocate 15.3% of Marketing Budgets to AI, but Only 30% Are Ready to Scale AI Capabilities (Business Wire)
May-08-26 08:30AM	AvePoint, Inc. Q1 2026 Earnings Call Summary (Moby)
May-07-26 06:04AM	A PC trade-in rush is on the wayand its coming at the worst possible time (FastCompany)
May-05-26 12:43PM	Gartner, Inc. Q1 2026 Earnings Call Summary (Moby)
08:10AM	Loading…
08:10AM	Gartner raises profit forecast on strong AI service demand (Reuters)
06:07AM	Gartner: Q1 Earnings Snapshot (Associated Press)
06:00AM	Gartner Reports First Quarter 2026 Financial Results (Business Wire)
Apr-29-26 11:57AM	AI could unlock 10 margin points of growth for CFOs by 2029: Gartner (CFO Dive)
03:00AM	AI agents are forcing enterprises to overhaul their operations (CIO Dive)
Apr-28-26 03:30AM	Gartner Survey Finds 85% of Service and Support Leaders are Expanding Human Agent Responsibilities Despite Expectations of Mass AI Layoffs (Business Wire)
Apr-27-26 09:51AM	Snap upgraded, Pinterest downgrade: Wall Street's top analyst calls (The Fly)
06:00AM	Suppliers to AI companies are big winners of spending surge (CFO.com)
Apr-23-26 11:11AM	Global IT spend to reach $6.31 trillion in 2026 amid data center rush (CIO Dive) -5.40%
Apr-22-26 03:30AM	Gartner Forecasts Worldwide IT Spending to Grow 13.5% in 2026, Totaling $6.31 Trillion (Business Wire)
Apr-21-26 08:00AM	Gartner to Report First Quarter 2026 Financial Results on May 5, 2026 (Business Wire)
Apr-16-26 04:30AM	Gartner Announces Gartner Finance Symposium/Xpo 2026 in London (Business Wire)
Apr-13-26 04:19PM	Nvidia Denies Acquisition Rumor That Sparked Dell, HP Rise (Bloomberg) +7.31%
12:07PM	Dell, HP Inc. shares jump on acquisition speculation report (Bloomberg)
Apr-12-26 06:15AM	The middle manager cuts saving you millions today will cost you everything in 2028 (Fortune)
Apr-10-26 11:49AM	TSMC Q1 revenue rockets 35% on strong AI demand (Yahoo Finance)
03:00AM	The future of loyalty is personalized, not universal, perks (CX Dive)
Apr-08-26 11:12AM	Semiconductor industry revenue to hit $1.3 trillion in 2026 as memory crunch hits consumers (Yahoo Finance)
Apr-07-26 04:54AM	Could Gartner Stock's Cash Flow Spark the Next Rally? (Trefis)
Apr-06-26 11:31AM	Companies cant offset rising customer service tech costs with staff cuts, Gartner finds (CX Dive)
08:00AM	Gartner Announces Gartner Security & Risk Management Summit 2026 (Business Wire)
Apr-01-26 09:30AM	Gartner Announces Gartner Finance Symposium/Xpo 2026 in National Harbor (Business Wire)
Mar-31-26 08:30AM	From rejected category to modern 4PL: Redwoods path through Gartner analysis (FreightWaves)
Mar-25-26 11:02AM	AI inference costs set to plunge: Gartner (CIO Dive)
Mar-24-26 10:18AM	Salesforce and Other Software Stocks Are Plummeting as AI Jitters Return (Barrons.com) -6.89%
Mar-23-26 01:44AM	Gartner, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - IT (PR Newswire)
Mar-20-26 07:30AM	Gartner, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights IT (Business Wire)
Mar-16-26 11:59AM	Gartner Marketing Survey Finds 50% of Consumers Prefer Brands That Avoid Using GenAI in Consumer-Facing Content (Business Wire)
12:24AM	Lost Money on Gartner, Inc. (IT)? Contact Levi & Korsinsky to Protect Your Rights (Newsfile)
Mar-12-26 08:30AM	Most AI investments failheres what the winners get right (Fortune)
06:00AM	Quantum-Centric Supercomputing Is Already Here. IBM Shows How It Could Work. (Barrons.com)
Mar-11-26 07:54AM	Is Gartner Stock Underperforming the S&P 500? (Barchart)
Mar-07-26 11:07AM	The AI problem nobody is talking about (TheStreet)
04:00AM	The unexpected 92,000 drop in payrolls is a clue we might be reading the AI jobs narrative all wrong (Fortune)
Mar-06-26 11:30AM	Why Is Equifax (EFX) Up 8.3% Since Last Earnings Report? (Zacks)
07:30AM	12 Stocks Completely Fall Apart As The S&P 500 Unravels (Investor's Business Daily)
Mar-05-26 11:30AM	Gartner (IT) Up 5.8% Since Last Earnings Report: Can It Continue? (Zacks)
Mar-04-26 10:08AM	Jim Cramer on Gartner: "In a World Where AI Platforms Are Ubiquitous, Wall Street Figures Their Specific Expertise Is Less Valuable" (Insider Monkey)
05:58AM	CMOs face risks locking brands into agency AI platforms: Gartner (Marketing Dive)
Mar-03-26 09:50AM	Diversified Offerings Aid Gartner Amid Rising Costs & Competition (Zacks)
Mar-02-26 10:31PM	IT Services & Consulting Q4 Earnings: Gartner (NYSE:IT) is the Best in the Biz (StockStory)
02:00AM	Gartner challenges assumption that AI will be cheaper than human support (CX Dive)
Feb-28-26 08:05AM	Gartner, Inc. (IT): A Bull Case Theory (Insider Monkey)
Feb-26-26 12:58PM	Gartner: The top drivers for supply chain strategy are (Chain Store Age)
09:56AM	Jim Cramer on Gartner: "We're Going to Have to Say No to That" (Insider Monkey)
09:54AM	Trade Desk Stock Falls After Downgrade. Why the Slump Is Getting Even Worse. (Barrons.com)
08:30AM	Gartner to Participate in the Bank of America 2026 Information & Business Services Conference (Business Wire)
Feb-25-26 08:30AM	Unisys Corporation Q4 2025 Earnings Call Summary (Moby)
Feb-24-26 02:00AM	Advanced ERPs could cut financial close times by 30%, Gartner says (CFO Dive)
Feb-20-26 10:36AM	Do Wall Street Analysts Like Gartner Stock? (Barchart)
Feb-18-26 12:52PM	Jim Cramer Discusses Gartner (IT) Stock (Insider Monkey)
09:00AM	Gartner Shares Sink to 52-Week Low After Q4 Revenue and 2026 Outlook Misses (PR Newswire)
Feb-17-26 09:50AM	Here's the SGA Emerging Markets Growth Strategy's Sustainability Report on Gartner (IT) (Insider Monkey)
Feb-13-26 03:30PM	Gartner, HP, Globalstar, Amphenol, and Equifax Stocks Trade Up, What You Need To Know (StockStory)
09:31AM	Most CFOs expect larger IT budgets, collapsing staff growth: Gartner (CFO Dive)
Feb-12-26 12:30PM	Insperity Stock Price Decreases 18% After Reporting Loss in Q4 (Zacks)
09:13AM	Zacks Earnings Trends Highlights: Gartner, Adobe and Accenture (Zacks)
12:22AM	CleverTap Recognized as a Leader in Latest Gartner Magic Quadrant for Personalization Engines (NewMediaWire)
Feb-11-26 07:30PM	Analyzing the Evolving Earnings Picture: What Should Investors Know? (Zacks)
12:20PM	Gartner, Inc. (IT) Faces Sales Challenges While Betting on Recovery (Insider Monkey)
08:43AM	Gartner (IT) Fell Following a Slowdown in Contract Value (Insider Monkey)
Feb-10-26 11:23AM	Fiserv Q4 Earnings Beat Estimates, Revenues Decline 7% Y/Y (Zacks)
10:42AM	Global sovereign cloud spend to increase 35.6% in 2026 (CIO Dive)
12:32AM	5 Revealing Analyst Questions From Gartner's Q4 Earnings Call (StockStory)
Feb-09-26 11:18AM	Everything you need to know about the new trend: Services-as-Software (Investing.com)
Feb-08-26 08:39AM	Gartner, Stellantis, And Novo Nordisk Are Among Top 10 Large Cap Losers Last Week (Feb. 2-Feb. 6): Are the Others in Your Portfolio? (Benzinga)
Feb-05-26 12:11PM	IQVIA Q4 Earnings & Revenues Beat Estimates, Increase Y/Y (Zacks)
10:03AM	Zacks Earnings Trends Highlights: Gartner, Adobe and Accenture (Zacks)
09:15AM	FlexRule(R) Has Been Recognized as Niche Player in the 2026 Gartner(R) Magic Quadrant(TM) for Decision Intelligence Platforms (TMX Newsfile)
08:53AM	Software ate the world. Now, Wall Street is worried AI will eat software. (MarketWatch)

Gartner, Inc. is a research and advisory company, which engages in the provision of insights, advice, and tools that help build organizations. It operates through the following segments: Insights, Consulting, Conferences, and Other. The Insights segment equips executives and their teams from every major function, geography, industry and sector with actionable, objective insights, guidance, and tools. The Consulting segment serves the chief information officer and other senior executives who are driving technology-driven strategic initiatives to optimize technology investments and drive business impact. The Conferences segment focuses on information technology and business executives as well as decision makers looking to adapt and evolve their organizations through disruption and uncertainty, navigate risks, and prioritize investments. The company was founded by Gideon I. Gartner and Dave L. R. Stein in 1979 and is headquartered in Stamford, CT.

CEO & ChairmanMr. Eugene A. Hall

Executive VP & CFOMr. Craig W. Safian CPA

Executive VPMr. Thomas Sang Kim

Executive VP & Chief Human Resources OfficerMs. Robin B. Kranich

Executive Vice President of Global Services & DeliveryMr. Scott C. Hensel

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rinello John J	EVP, Global Business Sales	Jun 30 '26	Option Exercise	0.00	71	0	3,746	Jul 01 04:10 PM
Serra Eileen	Director	Jun 08 '26	Option Exercise	0.00	1,744	0	4,076	Jun 10 04:15 PM
Serra Eileen	Director	Jun 01 '26	Option Exercise	0.00	705	0	2,332	Jun 03 04:15 PM
CESAN RAUL E	Director	May 29 '26	Option Exercise	0.00	551	0	53,896	Jun 01 04:32 PM
PAGLIUCA STEPHEN G	Director	May 29 '26	Option Exercise	0.00	551	0	112,415	Jun 01 04:30 PM
GRABE WILLIAM O	Director	May 29 '26	Option Exercise	0.00	551	0	1,042	Jun 01 04:28 PM
Rus Daniela L	Director	May 29 '26	Option Exercise	0.00	507	0	507	Jun 01 04:24 PM
GUTIERREZ JOSE M	Director	May 29 '26	Option Exercise	0.00	551	0	2,839	Jun 01 04:23 PM
DYKSTRA KAREN E	Director	May 29 '26	Option Exercise	0.00	551	0	17,551	Jun 01 04:21 PM
Bousa Edward Peter	Director	May 29 '26	Option Exercise	0.00	507	0	507	Jun 01 04:19 PM
FUCHS ANNE SUTHERLAND	Director	May 29 '26	Option Exercise	0.00	551	0	8,857	Jun 01 04:17 PM
Kim Thomas Sang	EVP, Chief Legal Officer	May 04 '26	Option Exercise	0.00	1,130	0	4,048	May 06 04:14 PM
Genovese Yvonne	EVP, Bus. & Tech. Insights	Feb 09 '26	Option Exercise	0.00	1,868	0	7,610	Feb 11 04:49 PM
HALL EUGENE A	Chairman and CEO	Feb 09 '26	Option Exercise	0.00	16,729	0	1,191,129	Feb 11 04:47 PM
Safian Craig	EVP & CFO	Feb 09 '26	Option Exercise	0.00	4,824	0	84,026	Feb 11 04:45 PM
Hensel Scott	EVP Global Services & Delivery	Feb 09 '26	Option Exercise	0.00	2,925	0	26,401	Feb 11 04:44 PM
Herkes Claire	EVP, Conferences	Feb 09 '26	Option Exercise	0.00	1,868	0	6,571	Feb 11 04:42 PM
Jain Akhil	EVP, Consulting	Feb 09 '26	Option Exercise	0.00	1,868	0	9,092	Feb 11 04:41 PM
van Ham Dick	SVP, Global Technology Sales	Feb 09 '26	Option Exercise	0.00	337	0	912	Feb 11 04:39 PM
Rinello John J	SVP, Global Business Sales	Feb 09 '26	Option Exercise	0.00	447	0	3,768	Feb 11 04:38 PM
Kranich Robin B	EVP & CHRO	Feb 09 '26	Option Exercise	0.00	2,925	0	24,062	Feb 11 04:36 PM
Wartinbee William James III	EVP, Global Sales&Serv Ops	Feb 09 '26	Option Exercise	0.00	797	0	9,139	Feb 11 04:34 PM
HALL EUGENE A	Chairman and CEO	Feb 08 '26	Option Exercise	0.00	7,078	0	1,180,610	Feb 10 05:15 PM
HALL EUGENE A	Chairman and CEO	Feb 06 '26	Option Exercise	0.00	4,463	0	1,174,770	Feb 10 05:15 PM
Herkes Claire	EVP, Conferences	Feb 08 '26	Option Exercise	0.00	850	0	5,286	Feb 10 05:13 PM
Herkes Claire	EVP, Conferences	Feb 06 '26	Option Exercise	0.00	576	0	4,650	Feb 10 05:13 PM
Hensel Scott	EVP Global Services & Delivery	Feb 08 '26	Option Exercise	0.00	1,257	0	24,372	Feb 10 05:12 PM
Hensel Scott	EVP Global Services & Delivery	Feb 06 '26	Option Exercise	0.00	803	0	23,408	Feb 10 05:12 PM
Rupani Altaf	EVP, Chief Information Officer	Feb 08 '26	Option Exercise	0.00	519	0	1,296	Feb 10 05:09 PM
Rupani Altaf	EVP, Chief Information Officer	Feb 06 '26	Option Exercise	0.00	376	0	935	Feb 10 05:09 PM
Genovese Yvonne	EVP, Bus. & Tech. Insights	Feb 08 '26	Option Exercise	0.00	850	0	6,144	Feb 10 05:06 PM
Genovese Yvonne	EVP, Bus. & Tech. Insights	Feb 06 '26	Option Exercise	0.00	576	0	5,465	Feb 10 05:06 PM
van Ham Dick	SVP, Global Technology Sales	Feb 08 '26	Option Exercise	0.00	178	0	726	Feb 10 05:04 PM
van Ham Dick	SVP, Global Technology Sales	Feb 06 '26	Option Exercise	0.00	296	0	658	Feb 10 05:04 PM
Safian Craig	EVP & CFO	Feb 08 '26	Option Exercise	0.00	2,058	0	80,787	Feb 10 05:01 PM
Safian Craig	EVP & CFO	Feb 06 '26	Option Exercise	0.00	1,308	0	79,236	Feb 10 05:01 PM
Kim Thomas Sang	EVP, Chief Legal Officer	Feb 08 '26	Option Exercise	0.00	928	0	3,211	Feb 10 04:59 PM
Kim Thomas Sang	EVP, Chief Legal Officer	Feb 06 '26	Option Exercise	0.00	672	0	2,533	Feb 10 04:59 PM
Kranich Robin B	EVP & CHRO	Feb 08 '26	Option Exercise	0.00	1,258	0	22,224	Feb 10 04:56 PM
Kranich Robin B	EVP & CHRO	Feb 06 '26	Option Exercise	0.00	803	0	21,331	Feb 10 04:56 PM
Wartinbee William James III	EVP, Global Sales&Serv Ops	Feb 08 '26	Option Exercise	0.00	474	0	8,610	Feb 10 04:55 PM
Wartinbee William James III	EVP, Global Sales&Serv Ops	Feb 06 '26	Option Exercise	0.00	346	0	8,265	Feb 10 04:55 PM
Rinello John J	SVP, Global Business Sales	Feb 08 '26	Option Exercise	0.00	236	0	3,468	Feb 10 04:52 PM
Rinello John J	SVP, Global Business Sales	Feb 06 '26	Option Exercise	0.00	296	0	3,342	Feb 10 04:52 PM
Jain Akhil	EVP, Consulting	Feb 08 '26	Option Exercise	0.00	850	0	7,771	Feb 10 04:49 PM
Jain Akhil	EVP, Consulting	Feb 06 '26	Option Exercise	0.00	576	0	7,124	Feb 10 04:49 PM
Rinello John J	SVP, Global Business Sales	Feb 05 '26	Buy	154.13	50	7,706	50	Feb 09 04:29 PM
PAGLIUCA STEPHEN G	Director	Dec 10 '25	Buy	229.57	43,300	9,940,341	111,613	Dec 12 04:16 PM
Herkes Claire	EVP, Conferences	Dec 03 '25	Sale	231.56	367	84,983	4,074	Dec 05 04:37 PM
Rinello John J	SVP, Global Business Sales	Dec 03 '25	Sale	229.57	220	50,505	3,046	Dec 05 04:33 PM
JOHN J RINELLO	Officer	Dec 03 '25	Proposed Sale	229.57	220	50,504		Dec 03 04:04 PM
CLAIRE L HERKES	Officer	Dec 03 '25	Proposed Sale	231.56	367	84,984		Dec 03 04:03 PM
Herkes Claire	EVP, Conferences	Nov 28 '25	Option Exercise	180.64	3,052	551,313	7,126	Dec 02 05:10 PM
Rupani Altaf	EVP, Chief Information Officer	Oct 15 '25	Option Exercise	0.00	166	0	600	Oct 17 03:34 PM
Rinello John J	SVP, Global Business Sales	Sep 15 '25	Option Exercise	0.00	59	0	3,284	Sep 17 04:22 PM
van Ham Dick	SVP, Global Technology Sales	Sep 15 '25	Option Exercise	0.00	59	0	368	Sep 17 04:19 PM
Rinello John J	SVP, Global Business Sales	Aug 22 '25	Sale	249.71	105	26,220	3,225	Aug 26 04:18 PM
JOHN J RINELLO	Officer	Aug 22 '25	Proposed Sale	249.71	105	26,219		Aug 22 04:58 PM
GUTIERREZ JOSE M	Director	Aug 18 '25	Buy	239.80	417	99,997	2,080	Aug 20 04:33 PM

Open in Screener

EVH

Evolent Health Inc

5.92

Jul 13 • 03:59PM ET +0.04 (0.68%)

5.94

Aftermarket • 06:06PM ET +0.02 (0.34%)

Healthcare Health Information Services USA Small NYSE

EVH Evolent Health Inc daily Stock Chart

Peers: PHR DH TDOC DOCS GDRX LFMD AMWL WAY HQY HIMS

| Held by: IWM VTI FNDA VXF JSMD IWN SCHA VTWO IWO PRFZ

Index	RUT
Market Cap	665.89M
Enterprise Value	1.49B
Income	-533.78M
Sales	1.89B
Book/sh	3.52
Cash/sh	1.48
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	4200
IPO	Jun 05, 2015

P/E	-
Forward P/E	16.19
PEG	0.21
P/S	0.35
P/B	1.68
P/C	4.01
P/FCF	475.64
EV/EBITDA	14.50
EV/Sales	0.79
Quick Ratio	1.32
Current Ratio	1.32
Debt/Eq	2.49
LT Debt/Eq	2.46
Option/Short	Yes / Yes

EPS (ttm)	-4.76
EPS next Y	0.37
EPS next Q	-0.01
EPS this Y	101.29%
EPS next Y	101.87%
EPS next 5Y	76.13%
EPS past 3/5Y	-194.21% -5.21%
Sales past 3/5Y	11.54% 15.20%
EPS Y/Y TTM	-290.08%
Sales Y/Y TTM	-21.26%
EPS Q/Q	62.01%
Sales Q/Q	2.60%
Earnings	Aug 06 BMO
EPS/Sales Surpr.	58.85% -7.07%

Insider Own	4.27%
Insider Trans	0.00%
Inst Own	93.61%
Inst Trans	-8.50%
ROA	-21.91%
ROE	-74.56%
ROIC	-36.16%
Gross Margin	14.13%
Oper. Margin	-0.86%
Profit Margin	-28.26%
SMA20	12.65%
SMA50	30.47%
SMA200	34.94%
Trades

Shs Outstand	112.48M
Shs Float	107.68M
Short Float	14.70%
Short Ratio	6.19
Short Interest	15.83M
52W High	11.81 -49.87%
52W Low	2.10 182.58%
Volatility	5.74% 6.60%
ATR (14)	0.35
RSI (14)	68.87
Beta	0.76
Rel Volume	0.64
Avg Volume	2.56M
Volume	1,645,669

Perf Week	3.14%
Perf Month	32.44%
Perf Quarter	154.08%
Perf Half Y	42.31%
Perf YTD	48.00%
Perf Year	-47.05%
Perf 3Y	-79.31%
Perf 5Y	-73.41%
Perf 10Y	-73.51%
Recom	1.43
Target Price	5.88
Prev Close	5.88
Price	5.92
Change	0.68%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-30-26	Downgrade	Truist	Buy → Hold	$7
Feb-25-26	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Nov-13-25	Upgrade	Stephens	Equal-Weight → Overweight	$7
Nov-13-25	Initiated	BMO Capital Markets	Outperform	$7
Jan-10-25	Initiated	Needham	Buy	$15
Dec-03-24	Reiterated	BTIG Research	Buy	$36 → $29
Nov-08-24	Downgrade	Stephens	Overweight → Equal-Weight	$38 → $16
Oct-11-24	Initiated	KeyBanc Capital Markets	Overweight	$35
Aug-09-24	Upgrade	Truist	Hold → Buy	$28 → $33
Apr-22-24	Initiated	Citigroup	Buy	$40
Mar-01-24	Initiated	Oppenheimer	Outperform	$45
Jan-03-24	Initiated	Barclays	Overweight	$39
Dec-06-23	Initiated	JMP Securities	Mkt Outperform	$37
Oct-16-23	Initiated	UBS	Buy	$46
Apr-12-23	Initiated	Stephens	Overweight	$40
Nov-01-22	Initiated	Truist	Hold	$33
Jul-29-22	Initiated	RBC Capital Mkts	Outperform	$40
Mar-30-22	Initiated	Guggenheim	Buy	$43
Nov-18-21	Upgrade	JP Morgan	Neutral → Overweight	$26 → $37
Apr-29-21	Resumed	JP Morgan	Neutral	$23

Show Previous Ratings

Jul-08-26 04:30PM	Evolent To Release Second Quarter 2026 Financial Results on Thursday, August 6, 2026 (PR Newswire)
May-12-26 10:41AM	Rosarium Health Raises $6M In Seed Funding Round To Provide Reliable And Faster In-Home Care For Aging Populations (AfroTech) +5.05%
07:00AM	Quest Analytics Expands Leadership Team with Appointment of Chris Lance as Chief Product Officer (PR Newswire)
May-08-26 08:30AM	Evolent Health, Inc. Q1 2026 Earnings Call Summary (Moby)
May-07-26 07:22AM	Evolent Health: Q1 Earnings Snapshot (Associated Press) +11.49%
07:00AM	Loading…
07:00AM	Evolent Announces First Quarter 2026 Results (PR Newswire)
Apr-07-26 04:30PM	Evolent To Release First Quarter 2026 Financial Results on Thursday, May 7, 2026 (PR Newswire) +9.96%
Mar-19-26 08:45AM	Evolent announces appointment of Archie Mayani as chief product officer (PR Newswire)
Feb-27-26 04:15PM	Evolent Health and iRhythm Shares Are Falling, What You Need To Know (StockStory) +10.15%
Feb-26-26 05:00PM	Evolent to Participate in Upcoming Investor Conferences (PR Newswire) +5.73%
12:34PM	Privia Health Group, Inc. Q4 2025 Earnings Call Summary (Moby)
Feb-25-26 03:50PM	Evolent Health (EVH) Shares Skyrocket, What You Need To Know (StockStory) +22.66%
02:07AM	Evolent Health Q4 Earnings Call Highlights (MarketBeat)
12:01AM	Evolent Health Inc (EVH) Q4 2025 Earnings Call Highlights: Strong Oncology Growth and Strategic ... (GuruFocus.com)
Feb-24-26 10:30PM	Compared to Estimates, Evolent Health (EVH) Q4 Earnings: A Look at Key Metrics (Zacks) -7.58%
09:55PM	Loading…
09:55PM	Evolent Health (EVH) Q4 Earnings Top Estimates (Zacks)
04:51PM	Evolent Health: Q4 Earnings Snapshot (Associated Press Finance)
04:46PM	Evolent Health (NYSE:EVH) Reports Q4 CY2025 In Line With Expectations (StockStory)
Feb-22-26 10:10PM	Evolent Health (EVH) Reports Q4: Everything You Need To Know Ahead Of Earnings (StockStory)
Feb-11-26 11:36PM	3 Value Stocks We Find Risky (StockStory)
Feb-09-26 09:14AM	Evolent Health (EVH): From ACA Headwinds to Specialty Care Expansion (Insider Monkey)
Feb-05-26 07:45AM	Omnicell (OMCL) Q4 Earnings Lag Estimates (Zacks) -5.56%
Feb-04-26 11:02AM	Evolent To Release 2025 Fourth Quarter and Year-End Financial Results on Tuesday, February 24, 2026 (PR Newswire)
Jan-02-26 04:15PM	Evolent Reports Inducement Award Under NYSE Listing Rule 303A.08 (PR Newswire)
Dec-23-25 08:48AM	Is the Options Market Predicting a Spike in Evolent Health Stock? (Zacks)
Dec-22-25 09:53AM	Evolent Health (EVH) Sells ACO Unit, Strengthens Balance Sheet (Insider Monkey)
Dec-15-25 11:11PM	Evolent Health (EVH) Downgraded by Canaccord Amid Increased Near-Term Uncertainty and Ambiguity in Medicare/Medicaid Membership (Insider Monkey)
Nov-20-25 01:27AM	Evolent Health, American Oncology Network Partner to Streamline Cancer Care (Insider Monkey)
Nov-19-25 04:05PM	Why Evolent Health (EVH) Shares Are Sliding Today (StockStory) -11.50%
Nov-17-25 11:03PM	3 Reasons to Sell EVH and 1 Stock to Buy Instead (StockStory) -7.42%
10:32PM	Loading…
Nov-13-25 10:32PM	Healthcare Technology for Providers Stocks Q3 In Review: Evolent Health (NYSE:EVH) Vs Peers (StockStory) -6.52%
12:36AM	The Top 5 Analyst Questions From Evolent Health's Q3 Earnings Call (StockStory)
Nov-12-25 03:20PM	Why Evolent Health (EVH) Shares Are Sliding Today (StockStory) -11.71%
Nov-07-25 06:30PM	EVH Q3 Deep Dive: Contract Wins and Industry Uncertainty Shape Outlook (StockStory) -17.33%
12:11AM	Evolent Health Inc (EVH) Q3 2025 Earnings Call Highlights: Strong Revenue Growth Amidst Market ... (GuruFocus.com)
Nov-06-25 08:30PM	Compared to Estimates, Evolent Health (EVH) Q3 Earnings: A Look at Key Metrics (Zacks) -5.51%
06:35PM	Evolent Health (EVH) Misses Q3 Earnings Estimates (Zacks)
05:34PM	Evolent Health: Q3 Earnings Snapshot (Associated Press Finance)
05:17PM	Evolent Health (NYSE:EVH) Beats Q3 Sales Expectations, Stock Jumps 14.8% (StockStory)
04:12PM	Evolent and American Oncology Network unveil innovative model seeking to improve cancer care while eliminating prior authorization burden (PR Newswire)
04:10PM	Evolent Announces Third Quarter 2025 Results (PR Newswire)
Nov-04-25 10:16PM	Evolent Health (EVH) Reports Earnings Tomorrow: What To Expect (StockStory)
Nov-03-25 05:35PM	Inspire Medical Systems (INSP) Tops Q3 Earnings and Revenue Estimates (Zacks)
Oct-09-25 08:30AM	Evolent To Release Third Quarter 2025 Financial Results on Thursday, November 6, 2025 (PR Newswire)
Sep-26-25 12:05AM	3 Reasons EVH is Risky and 1 Stock to Buy Instead (StockStory)
Sep-25-25 12:41PM	Why Evolent Health (EVH) Shares Are Sliding Today (StockStory) -7.18%
Sep-24-25 01:38PM	Privia Health Acquires Evolent's ACO Business To Boost Value-Based Care (Benzinga) +14.54%
12:00PM	Evolent Health (EVH) Stock Trades Up, Here Is Why (StockStory)
05:14AM	Privia acquires Evolents value-based primary care unit for $100M (Healthcare Dive)
Sep-23-25 04:10PM	Evolent Announces Strategic Divestiture of its Value-Based Primary Care Business, Evolent Care Partners (PR Newswire)
Sep-17-25 12:12PM	CVS vs. EVH: Which Value-Based Care Stock Deserves Investor Attention? (Zacks)
Sep-10-25 11:31PM	Healthcare Technology for Providers Stocks Q2 Recap: Benchmarking Evolent Health (NYSE:EVH) (StockStory) -8.01%
Aug-19-25 07:00AM	Evolent Health, Inc. Announces Pricing of Oversubscribed and Upsized $145.0 Million of Convertible Senior Notes Due 2031 to Repurchase Existing Notes and Class A Common Stock (PR Newswire)
Aug-18-25 04:05PM	Evolent Health, Inc. Announces Proposed Offering of $140.0 Million of Convertible Senior Notes Due 2031 to Repurchase Existing Notes and Class A Common Stock (PR Newswire)
Aug-14-25 01:42AM	5 Insightful Analyst Questions From Evolent Health's Q2 Earnings Call (StockStory)
Aug-11-25 09:38AM	EVH Q2 Deep Dive: Revenue Falls Short, Guidance Cut as Margin Initiatives Continue (StockStory)
Aug-08-25 12:21PM	Why Evolent Health (EVH) Stock Is Nosediving (StockStory) -7.12%
05:10AM	Evolent Health (NYSE:EVH) Reports Sales Below Analyst Estimates In Q2 Earnings, Stock Drops (StockStory)
03:41AM	Evolent Health Inc (EVH) Q2 2025 Earnings Call Highlights: Strong Partnerships and Revenue ... (GuruFocus.com)
Aug-07-25 08:00PM	Evolent Health (EVH) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
06:15PM	Evolent Health (EVH) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
05:16PM	Evolent Health: Q2 Earnings Snapshot (Associated Press Finance)
04:10PM	Evolent Announces Second Quarter 2025 Results (PR Newswire)
Aug-05-25 11:16PM	Evolent Health (EVH) Q2 Earnings Report Preview: What To Look For (StockStory)
Jul-31-25 05:40PM	iRhythm Technologies (IRTC) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
10:00AM	Earnings Preview: Evolent Health (EVH) Q2 Earnings Expected to Decline (Zacks)
Jul-29-25 08:55AM	NYSE Content Advisory: Pre-market update + Wall Street anticipates Fed's next move (PR Newswire)
Jul-23-25 10:03AM	Ashley Snyder Joins Medical Home Network as Chief Development Officer to Lead Partnership Efforts (PR Newswire)
Jul-18-25 03:10PM	Evolent Health, West Pharmaceutical Services, Myriad Genetics, Tandem Diabetes, and Integra LifeSciences Shares Are Falling, What You Need To Know (StockStory) -15.44%
Jul-14-25 08:00AM	Evolent To Release Second Quarter 2025 Financial Results on Thursday, August 7, 2025 (PR Newswire)
Jul-09-25 08:00AM	Evolent announces key appointments to leadership team (PR Newswire)
Jul-07-25 10:18AM	The Top 5 Analyst Questions From Evolent Health's Q1 Earnings Call (StockStory)
Jun-30-25 12:02AM	3 Reasons to Avoid EVH and 1 Stock to Buy Instead (StockStory)
Jun-23-25 08:35AM	Evolent Health (EVH) Stock Jumps 6.9%: Will It Continue to Soar? (Zacks) +13.51%
Jun-20-25 06:30AM	Evolent reiterates Q2 and full year guidance for Adjusted EBITDA (PR Newswire) +6.94%
Jun-10-25 07:48AM	EVH Q1 Earnings Call: Oncology Navigation Launch and AI Automation Drive Strategic Focus (StockStory) +5.78%
May-27-25 02:28PM	Evolent Health, Amphastar Pharmaceuticals, Iridium, and Magnite Stocks Trade Up, What You Need To Know (StockStory) +6.80%
May-21-25 11:34PM	Reflecting On Healthcare Technology for Providers Stocks' Q1 Earnings: Evolent Health (NYSE:EVH) (StockStory) -8.78% -8.00%
May-09-25 02:00PM	Evolent Health (EVH) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks) -16.05%
08:13AM	Q1 2025 Evolent Health Inc Earnings Call (Thomson Reuters StreetEvents)
03:46AM	Evolent Health Inc (EVH) Q1 2025 Earnings Call Highlights: Strong Start with New Agreements and ... (GuruFocus.com)
May-08-25 06:35PM	Evolent Health (EVH) Q1 Earnings Lag Estimates (Zacks)
05:33PM	Evolent Health: Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	Evolent Announces First Quarter 2025 Results (PR Newswire)
May-07-25 05:20PM	Evolent Health Q1 2025 Earnings Preview (Seeking Alpha)
10:19AM	What to Expect from Evolent Health Inc (EVH) Q1 2025 Earnings (GuruFocus.com)
09:55AM	Wall Street Analysts Believe Evolent Health (EVH) Could Rally 53.33%: Here's is How to Trade (Zacks)
May-05-25 12:37AM	1 Unprofitable Stock Worth Investigating and 2 to Question (StockStory)
Apr-29-25 05:06AM	Winners And Losers Of Q4: Evolent Health (NYSE:EVH) Vs The Rest Of The Healthcare Technology for Providers Stocks (StockStory) +5.35%
Apr-28-25 05:04AM	Unpacking Q4 Earnings: Omnicell (NASDAQ:OMCL) In The Context Of Other Healthcare Technology for Providers Stocks (StockStory)
Apr-22-25 06:30AM	Evolent names Shawn Guertin as new independent nominee for election to its Board of Directors (PR Newswire)
Apr-15-25 09:00AM	Evolent program achieves 20% reduction in use of low-value oncology regimens (PR Newswire) -5.11%
Apr-11-25 01:15PM	Buy Certara After The FDA Announcement (Seeking Alpha)
12:30AM	Embark Small Cap Equity Fund Q4 2024 Commentary (Seeking Alpha)
Apr-10-25 05:00PM	Evolent To Release First Quarter 2025 Financial Results on Thursday, May 8, 2025 (PR Newswire)
Apr-01-25 10:05AM	Evolent Health, Inc. (EVH): Among Stocks Insiders Were Buying In Q1 2025 (Insider Monkey)
Mar-28-25 04:51PM	Is Evolent Health, Inc. (EVH) About to Explode? (Insider Monkey)
Mar-25-25 10:45AM	Allspring Small Company Growth Fund Q4 2024 Commentary (SeekingAlpha)
07:39AM	Here's What Challenged Evolent Health (EVH) Despite Strong Revenue Growth (InsiderMonkey)
Mar-21-25 04:30AM	Lazard US Small Cap Equity Select Portfolio Q4 2024 Commentary (SeekingAlpha)

Evolent Health, Inc. engages in the provision of healthcare delivery and payment services. It deals with population health management, health plan and third party administration, network performance and pharmacy benefit management, risk adjustment, analytics and performance improvement, and technology and electronic medical record integration. The company was founded by Frank J. Williams, Seth B. Blackley, and Thomas Peterson III in August 2011 and is headquartered in Arlington, VA.

Co-FounderMr. Seth Barrie Blackley

PresidentMr. Dan McCarthy

Chief Legal OfficerMr. Jonathan David Weinberg J.D.

Chief Strategy OfficerMr. John Paul Johnson

Chief Financial OfficerMr. Mario Marques Ramos

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Springstubb Brendan B	Director	Nov 18 '25	Buy	3.82	10,000	38,199	58,821	Nov 19 04:23 PM

Open in Screener

FC

Franklin Covey Co

20.51

Jul 13 • 03:59PM ET -0.46 (-2.19%)

20.51

Aftermarket • 04:15PM ET 0.00 (0.00%)

Consumer Defensive Education & Training Services USA Micro NYSE

Peers: APEI LINC PRDO LRN SKIL LAUR LOPE EDU GHC BFAM

| Held by: VTI IWM VXF IWO DFMC AVUV VTWO SCHA DFAS IWC

Index	RUT
Market Cap	231.63M
Enterprise Value	219.66M
Income	2.19M
Sales	262.75M
Book/sh	3.80
Cash/sh	1.06
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	1120
IPO	Jun 03, 1992

P/E	121.58
Forward P/E	20.82
PEG	-
P/S	0.88
P/B	5.40
P/C	19.35
P/FCF	12.01
EV/EBITDA	7.68
EV/Sales	0.84
Quick Ratio	0.61
Current Ratio	0.66
Debt/Eq	0.00
LT Debt/Eq	0.00
Option/Short	Yes / Yes

EPS (ttm)	0.17
EPS next Y	0.98
EPS next Q	0.59
EPS this Y	67.71%
EPS next Y	144.72%
EPS next 5Y	-
EPS past 3/5Y	-42.96% -
Sales past 3/5Y	0.53% 6.12%
EPS Y/Y TTM	-78.29%
Sales Y/Y TTM	-6.14%
EPS Q/Q	346.48%
Sales Q/Q	1.02%
Earnings	Jul 01 AMC
EPS/Sales Surpr.	-2.70% -0.76%

Insider Own	18.92%
Insider Trans	0.00%
Inst Own	79.90%
Inst Trans	-2.40%
ROA	1.05%
ROE	4.03%
ROIC	5.09%
Gross Margin	72.30%
Oper. Margin	5.68%
Profit Margin	0.83%
SMA20	-10.91%
SMA50	-10.26%
SMA200	9.10%
Trades

Shs Outstand	11.30M
Shs Float	9.16M
Short Float	9.17%
Short Ratio	8.37
Short Interest	0.84M
52W High	26.81 -23.50%
52W Low	11.16 83.78%
Volatility	6.67% 6.65%
ATR (14)	1.54
RSI (14)	39.76
Beta	0.79
Rel Volume	0.78
Avg Volume	100.39K
Volume	78,379

Perf Week	-10.44%
Perf Month	-16.59%
Perf Quarter	-4.83%
Perf Half Y	14.52%
Perf YTD	22.23%
Perf Year	3.22%
Perf 3Y	-54.31%
Perf 5Y	-44.19%
Perf 10Y	30.89%
Recom	1.00
Target Price	31.00
Prev Close	20.97
Price	20.51
Change	-2.19%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-17-22	Initiated	Northland Capital	Outperform	$100
Jan-09-18	Upgrade	Barrington Research	Mkt Perform → Outperform	$32
Dec-28-16	Downgrade	Barrington Research	Outperform → Mkt Perform
Nov-05-15	Reiterated	ROTH Capital	Buy	$23 → $20
Jul-02-15	Reiterated	ROTH Capital	Buy	$27 → $23
Mar-21-14	Initiated	William Blair	Outperform
Sep-17-13	Initiated	B. Riley & Co.	Buy	$23
Nov-12-12	Reiterated	Barrington Research	Outperform	$15 → $17
Jul-20-09	Initiated	Barrington Research	Outperform	$10
Jul-10-09	Downgrade	BWS Financial	Buy → Hold	$10
Dec-18-08	Initiated	BWS Financial	Buy	$10

Show Previous Ratings

Jul-02-26 01:00AM	Franklin Covey Co (FC) Q3 2026 Earnings Call Highlights: Strategic Growth Amidst Challenges (GuruFocus.com) -12.85%
Jul-01-26 08:25PM	Franklin Covey Co. Q3 2026 Earnings Call Summary (Moby)
04:25PM	Franklin Covey: Fiscal Q3 Earnings Snapshot (Associated Press)
04:15PM	Franklin Covey Reports Third Quarter Fiscal 2026 Financial Results (Business Wire)
09:08AM	The AI Winners Wont Just Be The Most Technological. Theyll Be The Most Human. (Business Wire)
09:15AM	Loading…
Jun-30-26 09:15AM	What To Expect From Franklin Covey Co (FC) Q3 2026 Earnings (GuruFocus.com)
Jun-17-26 04:30PM	Franklin Covey to Report Third Quarter Fiscal 2026 Results (Business Wire)
Jun-15-26 09:12AM	FranklinCovey Will Host James Patterson, Liz Wiseman, Patrick Leddin and Jennifer Colosimo to Help HR and L&D Leaders Close Critical Leadership Gaps and Lead Through Disruption (Business Wire)
May-21-26 12:38PM	80% of Individual Contributors Say Their Managers Approach to AI is Hands-Off, FranklinCovey Research Finds (Business Wire)
Apr-02-26 08:30AM	Franklin Covey Co. Q2 2026 Earnings Call Summary (Moby) +44.40%
Apr-01-26 11:00PM	Franklin Covey Co (FC) Q2 2026 Earnings Call Highlights: Strong Education Division Growth and ... (GuruFocus.com)
04:20PM	Franklin Covey: Fiscal Q2 Earnings Snapshot (Associated Press)
04:12PM	Franklin Covey Reports Second Quarter Fiscal 2026 Financial Results (Business Wire)
Mar-31-26 09:16AM	What To Expect From Franklin Covey Co (FC) Q2 2026 Earnings (GuruFocus.com)
Mar-27-26 10:30AM	FranklinCovey Provides Customized Solutions for Healthcare Organizations to Solve Key Issues: Nurse Retention and Patient Satisfaction (Business Wire)
04:15PM	Loading…
Mar-18-26 04:15PM	Franklin Covey to Report Second Quarter Fiscal 2026 Results (Business Wire)
Mar-10-26 09:40AM	Are Investors Undervaluing Franklin Covey (FC) Right Now? (Zacks)
09:35AM	After Plunging 38.3% in 4 Weeks, Here's Why the Trend Might Reverse for Franklin Covey (FC) (Zacks)
Mar-05-26 06:15PM	Information Services Group (III) Q4 Earnings Meet Estimates (Zacks)
Feb-25-26 10:11AM	FranklinCoveys New Insight Report, Where Are All The Great Leaders?, Reveals Need for Exceptional Leaders in 2026 as Disruption, Eroding Trust, and AI Continue to Redefine Leadership (Business Wire)
Feb-24-26 10:07AM	Training Industry Selects FranklinCovey as a 2026 Top 20 Sales Training Company, Yet Again (Business Wire)
Jan-08-26 12:00AM	Franklin Covey Co (FC) Q1 2026 Earnings Call Highlights: Navigating Revenue Challenges with ... (GuruFocus.com)
Jan-07-26 07:03PM	Franklin Covey Q1 Earnings Call Highlights (MarketBeat)
04:20PM	Franklin Covey: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	Franklin Covey Reports First Quarter Fiscal 2026 Financial Results (Business Wire)
Dec-31-25 10:00AM	Franklin Covey (FC) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Dec-22-25 04:12PM	Franklin Covey to Report First Quarter Fiscal 2026 Results (Business Wire)
09:18AM	Is the Options Market Predicting a Spike in Franklin Covey Stock? (Zacks)
Dec-17-25 08:10AM	ABM Industries (ABM) Lags Q4 Earnings Estimates (Zacks)
Nov-17-25 09:05AM	Franklin Covey Co. Enters into a $20 Million 10b5-1 Trading Plan to Repurchase Common Stock Under Existing $50 Million Authorization (Business Wire)
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Nov-06-25 12:07AM	Franklin Covey Co (FC) Q4 2025 Earnings Call Highlights: Navigating Challenges and Embracing AI ... (GuruFocus.com) -10.07%
Nov-05-25 06:15PM	Franklin Covey (FC) Lags Q4 Earnings Estimates (Zacks) +5.11%
05:21PM	Franklin Covey: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:10PM	Franklin Covey Reports Financial Results for Fourth Quarter and Full Fiscal 2025 (Business Wire)
Nov-04-25 06:55PM	Hackett Group (HCKT) Q3 Earnings Match Estimates (Zacks)
08:40AM	Franklin Covey Co (FC) Q4 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-28-25 06:17AM	Global FranklinCovey Impact Conference to Feature Mel Robbins, Author of The Let Them Theory, James Patterson and Patrick Leddin, Co-Authors of Disrupt Everything and Win, Stephen M. R. Covey, Author of Trust & Inspire, and an Expert AI Panel (Business Wire)
Oct-22-25 04:20PM	Franklin Covey to Report Fourth Quarter and Year-End Fiscal 2025 Results (Business Wire) -5.51%
Oct-09-25 06:22AM	FranklinCovey Launches Disrupt Everything: Innovate for Impact, Based on The New York Times Bestselling Book by James Patterson and Patrick Leddin, Disrupt Everything and Win (Business Wire)
Oct-08-25 06:11AM	FranklinCovey Launches Writing for Results: A Practical Framework for Effective Writing (Business Wire)
Sep-29-25 07:47AM	Franklin Covey (FC) Soars 5.7%: Is Further Upside Left in the Stock? (Zacks)
Aug-27-25 06:17AM	FranklinCovey Recognized by Training Magazine for a 5th Year Consecutively as a 2025 Training Magazine Network Choice Awards Winner in the Leadership Development Category (Business Wire)
Aug-13-25 04:12PM	Franklin Covey Co. Announces Replenishment of Share Repurchase Program Up to $50 Million and Adoption of Rule 10b5-1 Trading Plan (Business Wire)
Aug-07-25 04:20PM	FranklinCovey Promotes Holly Procter to President of its Enterprise Division (Business Wire)
Jul-10-25 01:00PM	Vice President of Sales and Corporate Development Joins Menlo Business Brokerage (Business Wire)
Jul-03-25 03:00AM	Franklin Covey Co (FC) Q3 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com) -8.56%
Jul-02-25 05:25PM	Franklin Covey (FC) Q3 Earnings Beat Estimates (Zacks)
04:19PM	Franklin Covey: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	Franklin Covey Reports Third Quarter Fiscal 2025 Financial Results (Business Wire)
Jul-01-25 09:15AM	Franklin Covey Co (FC) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com) +5.65%
Jun-18-25 04:15PM	Franklin Covey to Report Third Quarter Fiscal 2025 Results (Business Wire)
Jun-10-25 09:13AM	FranklinCovey Appoints Dariusz Paczuski as Chief Marketing Officer (Business Wire)
May-28-25 09:11AM	FranklinCovey Hosts Exclusive Live Webinar with Bestselling Authors, Amy Edmondson, Stephen M. R. Covey and Liz Wiseman on The Power of Leadership in Uncertain Times (Business Wire)
May-27-25 09:09AM	Training Industry Names FranklinCovey as a 2025 Top 20 Leadership Training Company for the 15th Time (Business Wire)
May-22-25 09:06AM	FranklinCovey Launches the FranklinCovey Coaching Suite, a Results-Focused Data-Driven Offering Which Accelerates Leadership Impact Across Organizations (Business Wire)
May-07-25 09:31AM	Here's Why Greystone Capital Sold Franklin Covey (FC) in Q1 (Insider Monkey)
May-06-25 05:15PM	Firm Capital Mortgage Investment Corporation Announces Q1/2025 Results, as Well as the Declaration of July, August, and September Monthly Cash Dividends (GlobeNewswire)
10:06AM	Training Industry Selects FranklinCovey as a 2025 Top 20 Sales Training and Enablement Company (Business Wire)
May-02-25 09:28PM	Greystone Capital Q1 2025 Letter To Clients (Seeking Alpha)
Apr-23-25 09:10AM	FranklinCovey Partners With Bestselling Authors, James Patterson And Dr. Patrick Leddin, To Equip Leaders To Navigate Disruption, Based On Their Highly Anticipated Book, Disrupt Everything (Business Wire)
Apr-22-25 09:10AM	FranklinCovey Announces The Retirement of its Chief Financial Officer, Stephen D. Young, and Names Jessica G. Betjemann as its New Chief Financial Officer (Business Wire)
Apr-12-25 01:53AM	Franklin Covey: Post-Selloff Thoughts (Seeking Alpha)
Apr-03-25 12:37PM	Q2 2025 Franklin Covey Co Earnings Call (Thomson Reuters StreetEvents) -26.46%
03:01AM	Franklin Covey Co (FC) Q2 2025 Earnings Call Highlights: Navigating Revenue Challenges with ... (GuruFocus.com)
Apr-02-25 10:57PM	Franklin Covey Co. (FC) Q2 2025 Earnings Call Transcript (Seeking Alpha)
05:30PM	Franklin Covey (FC) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
04:27PM	Franklin Covey: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Franklin Covey Reports Second Quarter Fiscal 2025 Financial Results (Business Wire)
Apr-01-25 09:04AM	Simulations Plus Gears Up for Q2 Earnings: What's in the Offing? (Zacks)
Mar-27-25 09:07AM	FranklinCovey Education Presents Greatness Award In Strategic Execution (4DX) To Ivy Tech Community College (Business Wire)
Mar-26-25 10:16AM	Franklin Covey Co. (FC): A Bull Case Theory (InsiderMonkey)
Mar-19-25 04:15PM	Franklin Covey to Report Second Quarter Fiscal 2025 Results (Business Wire)
10:00AM	Franklin Covey (FC) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Mar-08-25 10:32AM	Franklin Covey Co. (FC) Introduces AI Coach to Elevate Leadership Training (Insider Monkey)
Mar-04-25 09:17AM	FranklinCovey Launches FranklinCovey AI Coach (Business Wire)
Feb-13-25 09:13AM	FranklinCovey Impact Conference To Feature Atomic Habits Author, James Clear, Radical Candor Author, Kim Scott, The Speed of Trust Author, Stephen M. R. Covey, and The 4 Disciplines of Execution Author Chris McChesney (Business Wire)
Feb-11-25 06:00AM	FranklinCovey Hosts Exclusive Webinar With Worlds Bestselling Author, James Patterson, and FranklinCovey Leadership Expert, Dr. Patrick Leddin, To Preview Their Upcoming Book, Disrupt Everything! (Business Wire)
Jan-27-25 08:02AM	Franklin Covey Co. (FC) Was Punished For Doing The Right Thing. Heres Why (Insider Monkey)
Jan-23-25 09:09AM	FranklinCovey Hosts Exclusive Webinar With Worlds Bestselling Author, James Patterson, and FranklinCovey Leadership Expert, Dr. Patrick Leddin, To Preview Their Upcoming Book, Disrupt Everything! (Business Wire)
Jan-09-25 07:13AM	Q1 2025 Franklin Covey Co Earnings Call (Thomson Reuters StreetEvents)
02:01AM	Franklin Covey Co (FC) Q1 2025 Earnings Call Highlights: Navigating Growth Investments and ... (GuruFocus.com)
Jan-08-25 05:15PM	Franklin Covey (FC) Q1 Earnings and Revenues Lag Estimates (Zacks) -11.47%
04:11PM	Franklin Covey: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:04PM	Franklin Covey Reports First Quarter Fiscal 2025 Financial Results (Business Wire)
Dec-19-24 04:03PM	Franklin Covey to Report First Quarter Fiscal 2025 Results (Business Wire)
Nov-13-24 09:06AM	FranklinCovey Launches Reimagined Course, The 7 Habits of Highly Effective People, Significantly Updated to Address Todays Workplace Challenges (Business Wire)
Nov-12-24 09:06AM	FranklinCovey Appoints Holly Procter to the Role of Chief Revenue Officer (Business Wire)
Nov-07-24 10:01AM	Franklin Covey Co (FC) Q4 2024 Earnings Call Highlights: Strong Revenue and Cash Flow Growth ... (GuruFocus.com) -14.83%
Nov-06-24 06:25PM	Franklin Covey (FC) Q4 Earnings and Revenues Beat Estimates (Zacks) +7.69%
05:27PM	Franklin Covey: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Franklin Covey Reports Strong Fourth Quarter Financial Results to Finish Fiscal 2024 (Business Wire)
Nov-05-24 07:57AM	Earnings To Watch: Franklin Covey Co (FC) Reports Q4 2024 Result (GuruFocus.com)
Oct-23-24 04:05PM	Franklin Covey to Report Fourth Quarter and Year-End Fiscal 2024 Results (Business Wire)
Oct-02-24 09:19AM	Franklin Covey Co. (FC): A Bull Case Theory (Insider Monkey)
Sep-17-24 08:13AM	FranklinCovey Wins 2024 Training Magazine Network Choice Award for Outstanding Training Products and Solutions in Leadership Development, for the Fourth Time (Business Wire)
Sep-10-24 08:10AM	FranklinCovey Partners with World of Business Ideas to Have Renowned Thought Leaders and Bestselling Authors Present at 2024 World Business Forum Events (Business Wire)
Jul-02-24 11:43AM	FranklinCovey Launches the FranklinCovey Mobile App (Business Wire)
Jun-28-24 08:02AM	Franklin Covey Co. (NYSE:FC) Q3 2024 Earnings Call Transcript (Insider Monkey)
Jun-27-24 11:16AM	Q3 2024 Franklin Covey Co Earnings Call (Thomson Reuters StreetEvents) +5.18%
Jun-26-24 08:53PM	FC Stock Earnings: Franklin Covey Beats EPS, Beats Revenue for Q3 2024 (InvestorPlace)

Franklin Covey Co. engages in organizational performance improvement. It operates through the following segments: North America, International Direct Offices, International Licensees, and Education Practice. The North America segment manages sales personnel and operations that serve the United States and Canada. The International Direct Offices segments include the same offerings and content in countries outside of North America. The International Licensees segment focuses on international licensees' royalty revenues. The Education Practice segment is involved in domestic and international education practice operations. The company was founded by Brent L. Bishop, Stephen R. Covey, and Hyrum Wayne Smith in 1983 and is headquartered in Draper, UT.

PresidentMr. Paul S. Walker

Executive VP & CFOMs. Jessica G. Betjemann

Executive Vice President of OperationsMs. Colleen Dom

President of Education DivisionMr. Michael Sean Merrill Covey

Chief Accounting OfficerMr. A. Derek Hatch

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Covey Michael Sean Merrill	President, Education Division	Nov 10 '25	Sale	14.68	7,000	102,788	218,636	Nov 14 04:02 PM

PINC PGIM Securitized Income ETF daily Stock Chart

Held by: FDHT

Category	Bonds - Mortgage
Sponsor	PGIM Investments
Fund Family
Index	-
Index Weighting
Active/Passive
Dividend TTM	0.17 (0.35%)
Dividend Ex-Date	Jun 30, 2026
Dividend Gr. 3/5Y	- -
Expense	0.39%
Inverse/Leveraged
IPO	Jun 11, 2026

Asset Type	Bonds
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short	No / No

Tags	U.S.
Tags	fixed-income
Tags	debt-securities
Tags	MBS
Tags	CLO
Tags	ABS
Tags	-
Sector/Theme
Region
SMA20	-0.31%
SMA50	-0.31%
SMA200	-0.31%

Return% 1Y	-
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	0.00%
Flows% 3M	0.00%
Flows% YTD	0.00%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	99
AUM	24.98M
NAV/sh
52W High	50.29 -0.68%
52W Low	50.01 -0.12%
Volatility	0.00% -
ATR (14)	0.06
RSI (14)	38.74
Beta	-
Rel Volume	0.02
Avg Volume	0.30K
Volume	6

Perf Week	-0.31%
Perf Month	-
Perf Quarter	-
Perf Half Y	-
Perf YTD	-0.47%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	50.03
Price	49.95
Change	-0.15%

PGIM Securitized Income ETF seeks to maximize income and total return by investing at least 80% of its investable assets in a diversified portfolio of securitized credit instruments and structured products, combined with an active duration overlay to align interest rate sensitivity with the short-to-intermediate-term U.S. Treasury market. The investment framework blends top-down economic research with bottom-up structural analysis to evaluate collateral features across mortgage-backed, asset-backed, and debt-obligated tranches.

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TDIC

Dreamland Ltd

IT

Gartner Inc

EVH

Evolent Health Inc

FC

Franklin Covey Co

PINC

PGIM Securitized Income ETF

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