Index - P/E 27.52 EPS (ttm) 1.30 Insider Own 80.97% Shs Outstand 200.00M Perf Week 2.64%
Market Cap 7.15B Forward P/E 22.90 EPS next Y 1.56 Insider Trans -19.12% Shs Float 38.05M Perf Month -
Income 260.00M PEG - EPS next Q 0.28 Inst Own - Short Float - Perf Quarter -
Sales 2.68B P/S 2.67 EPS this Y 4.43% Inst Trans - Short Ratio - Perf Half Y -
Book/sh 3.27 P/B 10.94 EPS next Y 3.89% ROA 9.53% Short Interest - Perf Year -
Cash/sh 1.57 P/C 22.71 EPS next 5Y - ROE 30.44% 52W Range 33.15 - 36.92 Perf YTD 2.38%
Dividend Est. 0.50 (1.40%) P/FCF 28.39 EPS past 5Y - ROI 15.49% 52W High -3.11% Beta -
Dividend TTM - Quick Ratio 1.34 Sales past 5Y 5.26% Gross Margin 47.80% 52W Low 7.90% ATR (14) 1.01
Dividend Ex-Date - Current Ratio 1.34 EPS Y/Y TTM -11.26% Oper. Margin 15.16% RSI (14) - Volatility 2.87% -
Employees 15233 Debt/Eq 1.63 Sales Y/Y TTM 6.27% Profit Margin 9.71% Recom 1.55 Target Price 40.30
Option/Short Yes / Yes LT Debt/Eq 1.57 EPS Q/Q -25.64% Payout - Rel Volume 0.10 Prev Close 35.81
Sales Surprise - EPS Surprise - Sales Q/Q 8.74% Earnings - Avg Volume 1.73M Price 35.77
SMA20 3.41% SMA50 3.41% SMA200 3.41% Trades
Volume 66,623 Change -0.11%
Date
Action
Analyst
Rating Change
Price Target Change
May-07-24 Initiated William Blair
Outperform
May-07-24 Initiated Wells Fargo
Overweight
$40
May-07-24 Initiated UBS
Neutral
$38
May-07-24 Initiated Stifel
Buy
$40
May-07-24 Initiated Robert W. Baird
Outperform
$40
May-07-24 Initiated Raymond James
Outperform
$42
May-07-24 Initiated JP Morgan
Overweight
$39
May-07-24 Initiated Jefferies
Buy
$42
May-07-24 Initiated Goldman
Neutral
$39
May-07-24 Initiated Citigroup
Buy
$41
May-07-24 Initiated BofA Securities
Buy
$42
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May-07-24 12:34PM
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Apr-12-24 04:09PM
(The Wall Street Journal)
02:55PM
01:12PM
01:04PM
Apr-11-24 09:57PM
09:37PM
UL Solutions, Inc. provides testing, inspection and certification services. It offers facility, personnel, system, energy efficiency, indoor air quality and wireless services. The company serves through two complementary businesses, TIC and E&A. TIC business is made up of two reportable segments, industrial and consumer, which provide comprehensive testing, inspection and certification services to customers across a broad array of end markets. E&A business provides subscription and license-based software and advisory services to support customers' risk management, sustainability and compliance processes. The company was founded by William Henry Merrill Jr. in 1893 and is headquartered in Northbrook, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Coyne Frank J Director Apr 16 '24 Buy 28.00 107,142 2,999,976 107,142 Apr 18 04:32 PM Scanlon Jennifer F. President and CEO Apr 16 '24 Buy 28.00 89,285 2,499,980 89,285 Apr 18 04:30 PM DOLLIVE JAMES P Director Apr 16 '24 Buy 28.00 71,428 1,999,984 71,428 Apr 18 04:33 PM Robinson Ryan D Executive VP & CFO Apr 16 '24 Buy 28.00 71,428 1,999,984 71,428 Apr 18 04:32 PM GOTTSCHALK MARLA C Director Apr 16 '24 Buy 28.00 71,428 1,999,984 71,428 Apr 18 04:33 PM KENNEDY KEVIN Director Apr 16 '24 Buy 28.00 35,714 999,992 35,714 Apr 18 04:33 PM Zhou Weifang See Remarks Apr 16 '24 Buy 28.00 26,786 750,008 26,786 Apr 18 04:32 PM Genovesi John A See Remarks Apr 16 '24 Buy 28.00 18,000 504,000 18,000 Apr 18 04:30 PM McLaughlin Jacqueline K EVP & CLO Apr 16 '24 Buy 28.00 17,857 499,996 17,857 Apr 18 04:31 PM Schjotz Gitte See Remarks Apr 16 '24 Buy 28.00 17,857 499,996 17,857 Apr 18 04:30 PM Hecker Friedrich Director Apr 16 '24 Buy 28.00 10,714 299,992 10,714 Apr 18 04:34 PM Uggetti Alberto EVP & CCO Apr 16 '24 Buy 28.00 9,285 259,980 9,285 Apr 18 04:31 PM THAMAN MICHAEL H Director Apr 16 '24 Buy 28.00 8,928 249,984 8,928 Apr 18 04:33 PM WILLIAMS GEORGE A Director Apr 16 '24 Buy 28.00 8,928 249,984 8,928 Apr 18 04:34 PM Shannon James M Director Apr 16 '24 Buy 28.00 7,142 199,976 7,142 Apr 18 04:34 PM Hancock Lynn H See Remarks Apr 16 '24 Buy 28.00 5,000 140,000 5,000 Apr 18 04:31 PM PEPPING KAREN K Senior VP & CAO Apr 16 '24 Buy 28.00 3,571 99,988 3,571 Apr 18 04:35 PM Torstad Elizabeth Director Apr 16 '24 Buy 28.00 3,571 99,988 3,571 Apr 18 04:34 PM SUSMAN SALLY Director Apr 16 '24 Buy 28.00 3,571 99,988 3,571 Apr 18 04:32 PM Chapin Linda S EVP & CHRO Apr 16 '24 Buy 28.00 1,785 49,980 1,785 Apr 18 04:34 PM Lambert Lisa Marie Director Apr 16 '24 Buy 28.00 892 24,976 892 Apr 18 04:32 PM Hooper Charles W Director Apr 16 '24 Buy 28.00 357 9,996 357 Apr 18 04:31 PM ULSE Inc. 10% Owner Apr 16 '24 Sale 28.00 38,870,000 1,088,360,000 0 Apr 18 06:05 PM
Index - P/E 146.49 EPS (ttm) 0.67 Insider Own 16.66% Shs Outstand 82.29M Perf Week 2.75%
Market Cap 7.94B Forward P/E 28.81 EPS next Y 3.41 Insider Trans -50.88% Shs Float 67.25M Perf Month 0.86%
Income 53.49M PEG 8.42 EPS next Q 0.42 Inst Own 82.40% Short Float 7.68% Perf Quarter 12.65%
Sales 1.77B P/S 4.48 EPS this Y 597.66% Inst Trans -0.22% Short Ratio 4.21 Perf Half Y 16.23%
Book/sh 49.93 P/B 1.97 EPS next Y 59.50% ROA 0.76% Short Interest 5.16M Perf Year -3.98%
Cash/sh 2.92 P/C 33.65 EPS next 5Y 17.40% ROE 2.31% 52W Range 72.33 - 113.69 Perf YTD 20.54%
Dividend Est. - P/FCF 18.90 EPS past 5Y - ROI 0.75% 52W High -13.50% Beta 1.01
Dividend TTM 0.12 (0.12%) Quick Ratio 1.04 Sales past 5Y 13.62% Gross Margin 49.14% 52W Low 35.95% ATR (14) 2.06
Dividend Ex-Date Sep 21, 2023 Current Ratio 1.04 EPS Y/Y TTM -71.94% Oper. Margin 18.76% RSI (14) 66.50 Volatility 2.08% 2.06%
Employees 1250 Debt/Eq 0.74 Sales Y/Y TTM 37.12% Profit Margin 3.02% Recom 1.40 Target Price 108.03
Option/Short Yes / Yes LT Debt/Eq 0.73 EPS Q/Q -135.50% Payout - Rel Volume 0.56 Prev Close 98.80
Sales Surprise -1.49% EPS Surprise -130.49% Sales Q/Q 88.75% Earnings May 08 AMC Avg Volume 1.23M Price 98.34
SMA20 1.71% SMA50 9.52% SMA200 11.94% Trades
Volume 266,869 Change -0.47%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-15-24 Initiated BofA Securities
Buy
$100
Mar-07-24 Initiated Goldman
Buy
$102
Feb-14-24 Initiated Morgan Stanley
Equal-Weight
$95
Feb-12-24 Initiated Jefferies
Buy
$120
Feb-06-24 Initiated Northcoast
Buy
$105
Jan-29-24 Initiated MoffettNathanson
Neutral
$95
Jan-12-24 Initiated TD Cowen
Market Perform
$92
Oct-27-23 Initiated JP Morgan
Overweight
$100
Oct-02-23 Initiated The Benchmark Company
Buy
$100
Sep-15-23 Initiated UBS
Buy
$123
Sep-13-23 Initiated Guggenheim
Buy
$130
Sep-12-23 Initiated Seaport Research Partners
Buy
$114
Sep-12-23 Initiated ROTH MKM
Buy
$132
Apr-24-23 Initiated Seaport Research Partners
Neutral
Apr-13-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$105 → $120
Apr-04-23 Downgrade The Benchmark Company
Buy → Hold
Jan-31-23 Downgrade Wolfe Research
Outperform → Peer Perform
Jan-17-23 Upgrade Wells Fargo
Underweight → Equal Weight
$52 → $100
Sep-08-22 Upgrade Wolfe Research
Peer Perform → Outperform
$98
Aug-18-22 Downgrade Northcoast
Buy → Neutral
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(The Wall Street Journal) +5.16%
Mar-25-24 08:00AM
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Mar-20-24 12:23PM
(The Wall Street Journal) +7.84%
05:00AM
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(The Wall Street Journal)
03:03AM
Feb-29-24 04:30PM
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Feb-09-24 11:55AM
Feb-02-24 07:30AM
(The Wall Street Journal)
Jan-30-24 05:00PM
Jan-26-24 11:01PM
(The Wall Street Journal)
08:30AM
Jan-25-24 06:13PM
(The Wall Street Journal)
Jan-24-24 01:11PM
Jan-23-24 04:26PM
(Yahoo Finance Video) +15.79%
02:14PM
09:35AM
(The Wall Street Journal)
09:32AM
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07:30AM
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Nov-10-23 10:04AM
(The Wall Street Journal) -6.64%
01:04AM
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03:04PM
(The Wall Street Journal)
10:00AM
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Nov-07-23 04:45PM
04:05PM
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10:01AM
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(The Wall Street Journal)
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(The Wall Street Journal) -14.77%
09:00AM
05:00AM
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08:00AM
Sep-12-23 05:33PM
09:53AM
09:00AM
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(The Wall Street Journal)
TKO Group Holdings, Inc. engages in the provision of sports and entertainment. Its businesses include the Ultimate Fighting Championship (UFC) and World Wrestling Entertainment (WWE). The company was founded on March 29, 2023 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MCMAHON VINCENT K 10% Owner Apr 10 '24 Sale 89.01 1,853,724 164,999,973 8,021,405 Apr 11 04:51 PM Whitesell Patrick 10% Owner Apr 09 '24 Buy 89.01 1,642,970 146,240,760 1,642,970 Apr 11 07:00 PM Emanuel Ariel Chief Executive Officer Apr 09 '24 Buy 89.01 1,642,970 146,240,760 1,642,970 Apr 11 07:00 PM MCMAHON VINCENT K 10% Owner Apr 09 '24 Sale 89.01 1,642,970 146,240,760 9,875,129 Apr 11 04:51 PM MCMAHON VINCENT K 10% Owner Mar 07 '24 Sale 77.00 5,350,000 411,950,000 15,002,105 Mar 08 04:30 PM SHAPIRO MARK S See Remarks Nov 14 '23 Buy 79.80 12,531 999,974 12,531 Nov 14 07:00 PM Emanuel Ariel Chief Executive Officer Nov 14 '23 Buy 79.80 12,531 999,974 12,531 Nov 14 07:00 PM KRAFT JONATHAN Director Nov 14 '23 Buy 79.80 6,265 499,947 11,265 Nov 14 07:00 PM WHEELER CARRIE Director Nov 14 '23 Buy 79.80 3,132 249,934 3,132 Nov 14 07:00 PM Koonin Steven R Director Nov 14 '23 Buy 79.80 1,253 99,989 4,761 Nov 14 07:00 PM MCMAHON VINCENT K Director Nov 14 '23 Sale 76.41 8,400,000 641,844,000 20,435,207 Nov 14 09:39 PM KRAFT JONATHAN Director Sep 14 '23 Buy 101.53 5,000 507,650 5,000 Sep 15 07:00 PM
Index - P/E - EPS (ttm) -0.15 Insider Own 51.09% Shs Outstand 603.13M Perf Week 2.99%
Market Cap 6.68B Forward P/E 26.17 EPS next Y 0.42 Insider Trans -68.16% Shs Float 300.61M Perf Month -8.62%
Income -96.40M PEG - EPS next Q 0.08 Inst Own 38.35% Short Float 1.16% Perf Quarter -1.32%
Sales 888.70M P/S 7.51 EPS this Y 14.67% Inst Trans -2.76% Short Ratio 0.95 Perf Half Y -0.32%
Book/sh 2.90 P/B 3.74 EPS next Y 13.15% ROA -3.03% Short Interest 3.49M Perf Year 19.66%
Cash/sh 0.31 P/C 34.93 EPS next 5Y - ROE -5.00% 52W Range 8.81 - 13.41 Perf YTD -4.61%
Dividend Est. - P/FCF 30.91 EPS past 5Y - ROI -3.67% 52W High -18.98% Beta 0.62
Dividend TTM - Quick Ratio 2.39 Sales past 5Y 11.04% Gross Margin 65.76% 52W Low 23.33% ATR (14) 0.25
Dividend Ex-Date - Current Ratio 2.39 EPS Y/Y TTM -428.30% Oper. Margin 6.67% RSI (14) 35.00 Volatility 3.35% 2.20%
Employees 2925 Debt/Eq 0.48 Sales Y/Y TTM 11.01% Profit Margin -10.85% Recom 1.50 Target Price 14.15
Option/Short Yes / Yes LT Debt/Eq 0.47 EPS Q/Q -185.29% Payout - Rel Volume 0.24 Prev Close 10.86
Sales Surprise 0.81% EPS Surprise 6.26% Sales Q/Q 10.89% Earnings Apr 30 AMC Avg Volume 3.67M Price 10.86
SMA20 -4.07% SMA50 -6.95% SMA200 -4.70% Trades
Volume 347,509 Change 0.05%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-13-23 Resumed Citigroup
Neutral
$13
Dec-12-23 Initiated Morgan Stanley
Equal-Weight
$13
Sep-22-23 Initiated Stifel
Buy
$14
May-23-23 Upgrade Evercore ISI
In-line → Outperform
$13
Apr-25-23 Resumed Jefferies
Buy
$12 → $11
Apr-13-23 Initiated JP Morgan
Overweight
$11
Oct-21-22 Initiated Barclays
Equal Weight
$10
Aug-08-22 Initiated Piper Sandler
Neutral
$11
Jul-13-22 Upgrade Goldman
Neutral → Buy
$10 → $12
Jul-08-22 Initiated Jefferies
Buy
$12
Jun-03-22 Initiated BofA Securities
Buy
$13
Apr-28-22 Initiated Goldman
Neutral
$11
Dec-14-21 Downgrade JP Morgan
Neutral → Underweight
$14 → $12
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Nov-10-21 04:05PM
CCC Intelligent Solutions Holdings, Inc. is a provider of innovative cloud, mobile, telematics, hyperscale technologies, and applications for the property and casualty ("P&C") insurance economy. It is cloud-based software as a service ("SaaS") platform connects trading partners, facilitates commerce, and supports mission-critical, artificial intelligence enabled digital workflows. The firm platform digitizes workflows and connects companies across the P&C insurance economy, including insurance carriers, collision repairers, parts suppliers, automotive manufacturers, financial institutions, and others. The company founded in 1980 and is headquartered in Chicago, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
RAMAMURTHY GITHESH See Remarks Apr 24 '24 Option Exercise 2.50 57,619 144,048 6,521,459 Apr 24 05:56 PM RAMAMURTHY GITHESH See Remarks Apr 24 '24 Sale 11.52 57,619 663,610 6,463,840 Apr 24 05:56 PM RAMAMURTHY GITHESH See Remarks Apr 23 '24 Option Exercise 2.50 942,084 2,355,210 7,405,924 Apr 24 05:56 PM RAMAMURTHY GITHESH See Remarks Apr 23 '24 Sale 11.52 942,084 10,848,757 6,463,840 Apr 24 05:56 PM RAMAMURTHY GITHESH See Remarks Apr 22 '24 Option Exercise 2.50 297 742 6,464,137 Apr 24 05:56 PM RAMAMURTHY GITHESH See Remarks Apr 22 '24 Sale 11.52 297 3,421 6,463,840 Apr 24 05:56 PM ADVENT INTERNATIONAL, L.P. Director Apr 09 '24 Sale 11.58 16,649,197 192,714,455 4,777,763 Apr 11 04:01 PM Egan Christopher Director Apr 09 '24 Sale 11.58 16,649,197 192,714,455 4,777,763 Apr 11 04:01 PM Wei Eric Director Apr 09 '24 Sale 11.58 16,649,197 192,714,455 4,777,763 Apr 11 04:01 PM Young Lauren Director Apr 09 '24 Sale 11.58 16,649,197 192,714,455 4,777,763 Apr 11 04:01 PM Herb Brian See Remarks Apr 01 '24 Sale 11.83 70,204 830,857 217,872 Apr 03 05:59 PM Fredman Marc SVP, Chief Strategy Officer Apr 01 '24 Sale 11.97 28,804 344,784 183,738 Apr 03 06:01 PM Christo Rodney Chief Accounting Officer Apr 01 '24 Sale 11.97 14,154 169,423 0 Apr 03 06:03 PM Herb Brian See Remarks Mar 26 '24 Sale 11.88 19,742 234,535 288,076 Mar 27 04:35 PM Fredman Marc SVP, Chief Strategy Officer Mar 26 '24 Sale 11.88 9,871 117,267 212,542 Mar 27 04:37 PM Christo Rodney Chief Accounting Officer Mar 26 '24 Sale 11.88 4,606 54,719 14,154 Mar 27 04:32 PM PRIGGE MARY JO See Remarks Mar 25 '24 Option Exercise 0.00 17,722 0 94,676 Mar 27 04:42 PM GOODSON JOHN PAGE See Remarks Mar 25 '24 Option Exercise 0.00 20,676 0 130,280 Mar 27 04:40 PM Fredman Marc SVP, Chief Strategy Officer Mar 25 '24 Option Exercise 0.00 17,722 0 230,264 Mar 27 04:37 PM Herb Brian See Remarks Mar 25 '24 Option Exercise 0.00 35,444 0 323,520 Mar 27 04:35 PM Christo Rodney Chief Accounting Officer Mar 25 '24 Option Exercise 0.00 8,271 0 22,425 Mar 27 04:32 PM RAMAMURTHY GITHESH See Remarks Mar 20 '24 Option Exercise 2.50 1,000,000 2,500,000 7,463,840 Mar 22 05:48 PM RAMAMURTHY GITHESH See Remarks Mar 20 '24 Sale 11.86 1,000,000 11,862,000 6,463,840 Mar 22 05:48 PM Fredman Marc SVP, Chief Strategy Officer Mar 19 '24 Option Exercise 2.50 173,232 433,080 385,774 Mar 20 05:57 PM Fredman Marc SVP, Chief Strategy Officer Mar 19 '24 Sale 11.86 173,232 2,054,046 212,542 Mar 20 05:57 PM Fredman Marc SVP, Chief Strategy Officer Mar 18 '24 Option Exercise 2.50 239,990 599,975 452,532 Mar 18 05:51 PM Fredman Marc SVP, Chief Strategy Officer Mar 18 '24 Sale 11.84 239,990 2,841,194 212,542 Mar 18 05:51 PM Fredman Marc SVP, Chief Strategy Officer Mar 15 '24 Option Exercise 2.50 300,894 752,235 513,436 Mar 18 05:51 PM Fredman Marc SVP, Chief Strategy Officer Mar 15 '24 Sale 11.81 300,894 3,554,732 212,542 Mar 18 05:51 PM Fredman Marc SVP, Chief Strategy Officer Mar 14 '24 Option Exercise 2.50 307,536 768,840 537,494 Mar 18 05:51 PM Fredman Marc SVP, Chief Strategy Officer Mar 14 '24 Sale 12.15 324,952 3,948,752 212,542 Mar 18 05:51 PM PRIGGE MARY JO See Remarks Mar 12 '24 Option Exercise 2.50 822 2,055 77,776 Mar 13 06:00 PM PRIGGE MARY JO See Remarks Mar 12 '24 Sale 12.50 822 10,276 76,954 Mar 13 06:00 PM PRIGGE MARY JO See Remarks Mar 11 '24 Option Exercise 2.50 82,813 207,032 159,767 Mar 13 06:00 PM PRIGGE MARY JO See Remarks Mar 11 '24 Sale 12.50 82,813 1,035,378 76,954 Mar 13 06:00 PM Christo Rodney Chief Accounting Officer Mar 08 '24 Option Exercise 2.50 30,000 75,000 44,154 Mar 08 05:54 PM Christo Rodney Chief Accounting Officer Mar 08 '24 Sale 12.50 30,000 375,000 14,154 Mar 08 05:54 PM Christo Rodney Chief Accounting Officer Mar 07 '24 Option Exercise 2.50 30,000 75,000 51,120 Mar 08 05:54 PM Christo Rodney Chief Accounting Officer Mar 07 '24 Sale 11.96 36,966 442,269 14,154 Mar 08 05:54 PM Herb Brian See Remarks Mar 07 '24 Sale 11.81 23,521 277,783 288,076 Mar 08 05:43 PM Herb Brian See Remarks Mar 06 '24 Option Exercise 0.00 42,229 0 330,305 Mar 08 05:43 PM PRIGGE MARY JO See Remarks Mar 06 '24 Option Exercise 0.00 21,115 0 83,141 Mar 08 05:41 PM Silva Michael John See Remarks Mar 06 '24 Option Exercise 0.00 35,191 0 72,363 Mar 08 05:39 PM Christo Rodney Chief Accounting Officer Mar 06 '24 Option Exercise 0.00 9,853 0 24,007 Mar 08 05:54 PM Fredman Marc SVP, Chief Strategy Officer Mar 06 '24 Option Exercise 0.00 24,634 0 237,176 Mar 08 05:47 PM GOODSON JOHN PAGE See Remarks Mar 06 '24 Option Exercise 0.00 31,672 0 119,763 Mar 08 05:45 PM Christo Rodney Chief Accounting Officer Mar 04 '24 Option Exercise 2.50 30,000 75,000 44,154 Mar 05 05:03 PM ADVENT INTERNATIONAL, L.P. Director Mar 04 '24 Sale 11.33 41,165,139 466,401,025 5,164,022 Mar 06 04:00 PM Young Lauren Director Mar 04 '24 Sale 11.33 41,165,139 466,401,025 5,164,022 Mar 06 04:00 PM Wei Eric Director Mar 04 '24 Sale 11.33 41,165,139 466,401,025 5,164,022 Mar 06 04:00 PM Egan Christopher Director Mar 04 '24 Sale 11.33 41,165,139 466,401,025 5,164,022 Mar 06 04:00 PM Christo Rodney Chief Accounting Officer Mar 04 '24 Sale 11.52 30,000 345,600 14,154 Mar 05 05:03 PM Christo Rodney Chief Accounting Officer Mar 01 '24 Option Exercise 0.00 20,667 0 20,667 Mar 05 05:03 PM Fredman Marc SVP, Chief Strategy Officer Mar 01 '24 Option Exercise 0.00 41,334 0 225,072 Mar 05 05:01 PM GOODSON JOHN PAGE See Remarks Mar 01 '24 Option Exercise 0.00 60,279 0 105,839 Mar 05 04:59 PM PRIGGE MARY JO See Remarks Mar 01 '24 Option Exercise 0.00 51,668 0 77,453 Mar 05 04:53 PM Herb Brian See Remarks Mar 01 '24 Option Exercise 0.00 103,335 0 321,207 Mar 05 04:56 PM RAMAMURTHY GITHESH See Remarks Mar 01 '24 Option Exercise 0.00 5,706,720 0 8,979,037 Mar 05 04:51 PM Egan Christopher Director Jan 08 '24 Sale 10.47 22,000,000 230,340,000 6,119,048 Jan 10 04:07 PM Young Lauren Director Jan 08 '24 Sale 10.47 22,000,000 230,340,000 6,119,048 Jan 10 04:08 PM ADVENT INTERNATIONAL, L.P. Director Jan 08 '24 Sale 10.47 22,000,000 230,340,000 6,119,048 Jan 10 04:08 PM Wei Eric Director Jan 08 '24 Sale 10.47 22,000,000 230,340,000 6,119,048 Jan 10 04:08 PM Wei Eric Director Nov 13 '23 Sale 10.11 69,875,000 706,177,712 0 Nov 15 04:07 PM Young Lauren Director Nov 13 '23 Sale 10.11 69,875,000 706,177,712 0 Nov 15 04:07 PM ADVENT INTERNATIONAL, L.P. Director Nov 13 '23 Sale 10.11 69,875,000 706,177,712 0 Nov 15 04:03 PM Egan Christopher Director Nov 13 '23 Sale 10.11 69,875,000 706,177,712 0 Nov 15 04:07 PM ADVENT INTERNATIONAL, L.P. Director Nov 13 '23 Sale 10.11 69,875,000 706,177,712 0 Nov 15 04:05 PM Silva Michael John See Remarks Oct 19 '23 Option Exercise 12.47 58,134 724,931 58,134 Oct 20 05:52 PM INGRAM WILLIAM Director Jul 31 '23 Option Exercise 11.02 27,528 303,359 27,528 Aug 02 05:45 PM Schloss Eileen Director Jul 31 '23 Option Exercise 11.02 27,528 303,359 127,453 Aug 02 05:42 PM Williams Teri Director Jul 31 '23 Option Exercise 11.02 25,026 275,787 50,026 Aug 02 05:40 PM RAMAMURTHY GITHESH See Remarks Jul 31 '23 Option Exercise 0.00 600,000 0 3,524,506 Aug 02 05:43 PM PRIGGE MARY JO See Remarks Jul 31 '23 Option Exercise 0.00 18,750 0 31,279 Aug 02 05:44 PM Christo Rodney Chief Accounting Officer Jul 31 '23 Option Exercise 0.00 7,500 0 7,500 Aug 02 05:48 PM Fredman Marc SVP, Chief Strategy Officer Jul 31 '23 Option Exercise 0.00 15,000 0 188,133 Aug 02 05:48 PM GOODSON JOHN PAGE See Remarks Jul 31 '23 Option Exercise 0.00 21,875 0 51,948 Aug 02 05:47 PM Herb Brian See Remarks Jul 31 '23 Option Exercise 0.00 37,500 0 229,620 Aug 02 05:46 PM Christo Rodney Chief Accounting Officer Jun 05 '23 Option Exercise 2.92 12,500 36,500 12,500 Jun 07 06:59 PM Christo Rodney Chief Accounting Officer Jun 05 '23 Sale 11.27 12,500 140,878 0 Jun 07 06:59 PM Christo Rodney Chief Accounting Officer Jun 01 '23 Option Exercise 2.92 11,495 33,565 11,495 Jun 02 04:18 PM Herb Brian See Remarks Jun 01 '23 Sale 11.08 97,459 1,079,719 192,120 Jun 02 04:20 PM Christo Rodney Chief Accounting Officer Jun 01 '23 Sale 11.08 11,495 127,332 0 Jun 02 04:18 PM Christo Rodney Chief Accounting Officer May 31 '23 Option Exercise 2.92 1,005 2,935 1,005 Jun 02 04:18 PM Herb Brian See Remarks May 31 '23 Sale 11.01 2,541 27,967 289,579 May 31 06:20 PM Christo Rodney Chief Accounting Officer May 31 '23 Sale 11.00 1,005 11,059 0 Jun 02 04:18 PM Herb Brian See Remarks May 30 '23 Sale 10.77 59,240 637,979 292,120 May 31 06:20 PM Schloss Eileen Director May 26 '23 Option Exercise 4.05 119,191 482,724 146,691 May 30 06:14 PM Schloss Eileen Director May 26 '23 Sale 10.32 46,766 482,803 99,925 May 30 06:14 PM Herb Brian See Remarks May 26 '23 Sale 10.51 38,439 403,809 351,360 May 31 06:20 PM Fredman Marc SVP, Chief Strategy Officer May 24 '23 Sale 10.17 3,038 30,885 173,133 May 24 08:17 PM Fredman Marc SVP, Chief Strategy Officer May 23 '23 Sale 10.17 199,605 2,030,322 176,171 May 24 08:17 PM Herb Brian See Remarks May 23 '23 Sale 10.50 2,321 24,376 389,799 May 25 06:01 PM Fredman Marc SVP, Chief Strategy Officer May 22 '23 Sale 10.00 21,962 219,655 375,776 May 24 08:17 PM
Index RUT P/E 50.55 EPS (ttm) 0.59 Insider Own 35.29% Shs Outstand 41.68M Perf Week 9.18%
Market Cap 1.26B Forward P/E 32.69 EPS next Y 0.91 Insider Trans -35.17% Shs Float 27.26M Perf Month 20.76%
Income 25.57M PEG - EPS next Q 0.21 Inst Own 61.54% Short Float 6.53% Perf Quarter 100.27%
Sales 471.86M P/S 2.66 EPS this Y 21.30% Inst Trans 1.18% Short Ratio 3.47 Perf Half Y 147.02%
Book/sh 4.62 P/B 6.46 EPS next Y 27.55% ROA 10.44% Short Interest 1.78M Perf Year 93.77%
Cash/sh 2.77 P/C 10.76 EPS next 5Y - ROE 14.57% 52W Range 10.00 - 29.73 Perf YTD 90.18%
Dividend Est. - P/FCF 31.94 EPS past 5Y 31.87% ROI 12.24% 52W High 0.37% Beta 0.81
Dividend TTM - Quick Ratio 2.49 Sales past 5Y 35.00% Gross Margin 34.40% 52W Low 198.40% ATR (14) 0.97
Dividend Ex-Date - Current Ratio 3.00 EPS Y/Y TTM 1936.72% Oper. Margin 7.05% RSI (14) 85.02 Volatility 3.65% 3.94%
Employees 447 Debt/Eq 0.12 Sales Y/Y TTM 30.33% Profit Margin 5.42% Recom 1.67 Target Price 25.14
Option/Short Yes / Yes LT Debt/Eq 0.08 EPS Q/Q 286.74% Payout 0.00% Rel Volume 1.00 Prev Close 29.21
Sales Surprise 3.65% EPS Surprise 86.20% Sales Q/Q 23.37% Earnings May 09 BMO Avg Volume 513.10K Price 29.84
SMA20 12.95% SMA50 26.33% SMA200 90.70% Trades
Volume 200,207 Change 2.16%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-10-24 Initiated William Blair
Outperform
Dec-08-23 Initiated DA Davidson
Buy
$21
Sep-13-23 Initiated TD Cowen
Market Perform
$13
Apr-14-23 Resumed Stifel
Buy
$18
Apr-13-23 Initiated Needham
Hold
Mar-24-23 Initiated Lake Street
Buy
$22
Sep-30-22 Initiated UBS
Buy
$16
Jul-20-22 Upgrade Morgan Stanley
Equal-Weight → Overweight
$12
Sep-10-21 Initiated Cowen
Outperform
$23
Mar-30-21 Initiated DA Davidson
Buy
$28
Aug-25-20 Initiated Stifel
Buy
$43
Aug-25-20 Initiated Morgan Stanley
Equal-Weight
$37
Aug-25-20 Initiated Jefferies
Buy
$47
Aug-25-20 Initiated Goldman
Neutral
$37
Aug-25-20 Initiated Credit Suisse
Neutral
$35
Aug-25-20 Initiated BMO Capital Markets
Market Perform
$40
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Vital Farms, Inc. packages, markets and distributes pasture-raised shell eggs, pasture-raised butter and other products. Its products are sold under the trade names Vital Farms, Alfresco Farms, Lucky Ladies and RedHill Farms, primarily to retail foodservice channels. The company was founded by Catherine Stewart, Matthew O'Hayer and Jason Jones in 2007 and is headquartered in Austin, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Diez-Canseco Russell PRESIDENT AND CEO Apr 26 '24 Option Exercise 1.43 34,940 49,996 403,693 Apr 30 04:15 PM OHAYER MATTHEW EXECUTIVE CHAIRPERSON Apr 19 '24 Sale 25.12 20,000 502,400 7,442,777 Apr 23 04:15 PM Diez-Canseco Russell PRESIDENT AND CEO Apr 12 '24 Option Exercise 2.57 92,523 237,426 405,701 Apr 16 04:30 PM Diez-Canseco Russell PRESIDENT AND CEO Apr 12 '24 Sale 25.07 36,948 926,286 368,753 Apr 16 04:30 PM Diez-Canseco Russell PRESIDENT AND CEO Apr 05 '24 Option Exercise 5.33 30,000 159,858 343,178 Apr 09 04:30 PM OHAYER MATTHEW EXECUTIVE CHAIRPERSON Apr 05 '24 Sale 25.26 7,462,777 188,509,747 7,462,777 Apr 09 04:30 PM Diez-Canseco Russell PRESIDENT AND CEO Apr 05 '24 Sale 25.03 30,000 750,900 313,178 Apr 09 04:30 PM OHAYER MATTHEW EXECUTIVE CHAIRMAN Mar 19 '24 Sale 22.95 16,000 367,200 7,466,777 Mar 21 04:30 PM OHAYER MATTHEW EXECUTIVE CHAIRMAN Mar 15 '24 Sale 21.62 100,000 2,162,000 7,482,777 Mar 18 04:30 PM Post Denny Marie Director Mar 15 '24 Sale 21.70 6,000 130,200 20,339 Mar 19 04:30 PM OHAYER MATTHEW EXECUTIVE CHAIRMAN Mar 14 '24 Sale 21.38 100,000 2,138,000 7,582,777 Mar 18 04:30 PM Khoury Karl Director Mar 14 '24 Sale 21.27 4,000 85,094 155,069 Mar 18 04:30 PM Diez-Canseco Russell PRESIDENT AND CEO Mar 12 '24 Option Exercise 5.33 35,000 186,501 350,574 Mar 12 08:11 PM Diez-Canseco Russell PRESIDENT AND CEO Mar 12 '24 Sale 20.94 31,643 662,604 318,931 Mar 12 08:11 PM Diez-Canseco Russell PRESIDENT AND CEO Mar 07 '24 Option Exercise 5.33 25,000 133,215 248,568 Mar 11 04:15 PM Diez-Canseco Russell PRESIDENT AND CEO Mar 07 '24 Sale 20.10 25,000 502,500 223,568 Mar 11 04:15 PM OHAYER MATTHEW EXECUTIVE CHAIRMAN Mar 07 '24 Sale 20.67 4,000 82,680 7,682,777 Mar 11 04:15 PM Dale Jason COO Mar 01 '24 Option Exercise 3.67 14,622 53,733 63,077 Mar 04 04:22 PM Dale Jason COO Mar 01 '24 Sale 18.09 14,622 264,512 48,455 Mar 04 04:22 PM Dale Jason COO Feb 29 '24 Option Exercise 3.67 5,818 21,380 54,273 Mar 04 04:22 PM Dale Jason COO Feb 29 '24 Sale 18.01 5,818 104,782 48,455 Mar 04 04:22 PM Dale Jason COO Feb 21 '24 Option Exercise 2.81 14,434 40,490 62,889 Feb 22 04:46 PM Dale Jason COO Feb 21 '24 Sale 17.34 14,434 250,302 48,455 Feb 22 04:46 PM Dale Jason COO Feb 20 '24 Option Exercise 1.43 14,006 20,041 62,461 Feb 22 04:46 PM Dale Jason COO Feb 20 '24 Sale 16.03 14,006 224,516 48,455 Feb 22 04:46 PM Diez-Canseco Russell PRESIDENT AND CEO Feb 12 '24 Option Exercise 3.75 30,000 112,530 251,096 Feb 14 04:25 PM Diez-Canseco Russell PRESIDENT AND CEO Feb 12 '24 Sale 15.49 27,528 426,409 223,568 Feb 14 04:25 PM OHAYER MATTHEW Executive Chairman Jan 19 '24 Sale 14.36 12,000 172,320 7,698,777 Jan 23 04:18 PM Diez-Canseco Russell President and CEO Jan 16 '24 Option Exercise 3.67 2,500 9,187 222,560 Jan 17 04:58 PM Diez-Canseco Russell President and CEO Jan 16 '24 Sale 15.13 1,464 22,150 221,096 Jan 17 04:58 PM Diez-Canseco Russell President and CEO Jan 12 '24 Option Exercise 3.67 27,500 101,057 246,156 Jan 17 04:58 PM Diez-Canseco Russell President and CEO Jan 12 '24 Sale 15.23 26,096 397,442 220,060 Jan 17 04:58 PM Diez-Canseco Russell President and CEO Dec 26 '23 Option Exercise 1.43 12,000 17,171 218,656 Dec 28 04:07 PM OHAYER MATTHEW Executive Chairman Dec 19 '23 Sale 14.52 12,000 174,240 7,710,777 Dec 21 04:52 PM Diez-Canseco Russell President and CEO Dec 13 '23 Sale 15.06 418 6,295 206,656 Dec 14 05:10 PM Diez-Canseco Russell President and CEO Dec 12 '23 Option Exercise 3.66 27,500 100,723 232,725 Dec 14 05:10 PM Diez-Canseco Russell President and CEO Dec 12 '23 Sale 15.12 25,651 387,843 207,074 Dec 14 05:10 PM Dale Jason COO Dec 04 '23 Sale 14.14 40,000 565,600 48,455 Dec 06 04:49 PM OHAYER MATTHEW Executive Chairman Nov 17 '23 Sale 12.61 12,000 151,320 7,722,777 Nov 21 04:32 PM Diez-Canseco Russell President and CEO Nov 13 '23 Option Exercise 3.25 27,500 89,268 231,230 Nov 15 05:23 PM Diez-Canseco Russell President and CEO Nov 13 '23 Sale 11.85 26,505 314,084 204,725 Nov 15 05:23 PM OHAYER MATTHEW Executive Chairman Oct 17 '23 Sale 10.99 12,000 131,880 7,734,777 Oct 19 04:17 PM Diez-Canseco Russell President and CEO Oct 12 '23 Option Exercise 3.25 27,500 89,268 230,574 Oct 16 04:54 PM Diez-Canseco Russell President and CEO Oct 12 '23 Sale 10.78 26,844 289,378 203,730 Oct 16 04:54 PM Diez-Canseco Russell President and CEO Sep 07 '23 Option Exercise 3.25 16,720 54,275 219,014 Sep 11 04:36 PM Diez-Canseco Russell President and CEO Sep 07 '23 Sale 11.34 26,720 303,005 192,294 Sep 11 04:36 PM OHAYER MATTHEW Executive Chairman Sep 06 '23 Sale 11.42 12,000 137,040 7,746,777 Sep 08 04:47 PM
Index - P/E - EPS (ttm) -0.38 Insider Own 34.21% Shs Outstand 113.68M Perf Week 3.00%
Market Cap 3.54B Forward P/E 36.58 EPS next Y 0.85 Insider Trans -21.23% Shs Float 75.22M Perf Month -11.98%
Income -42.35M PEG - EPS next Q 0.14 Inst Own 55.88% Short Float 5.16% Perf Quarter 0.72%
Sales 476.54M P/S 7.42 EPS this Y 25.77% Inst Trans -31.76% Short Ratio 3.76 Perf Half Y 6.47%
Book/sh 9.23 P/B 3.35 EPS next Y 34.42% ROA -3.17% Short Interest 3.88M Perf Year 37.36%
Cash/sh 0.98 P/C 31.54 EPS next 5Y - ROE -4.08% 52W Range 21.32 - 37.48 Perf YTD -8.06%
Dividend Est. - P/FCF 66.19 EPS past 5Y -8.60% ROI -3.79% 52W High -17.50% Beta 0.59
Dividend TTM - Quick Ratio 1.12 Sales past 5Y 39.73% Gross Margin 54.34% 52W Low 45.03% ATR (14) 0.98
Dividend Ex-Date - Current Ratio 1.12 EPS Y/Y TTM 59.49% Oper. Margin -7.03% RSI (14) 50.48 Volatility 3.51% 3.18%
Employees 1653 Debt/Eq 0.07 Sales Y/Y TTM 16.71% Profit Margin -8.89% Recom 2.06 Target Price 37.23
Option/Short Yes / Yes LT Debt/Eq 0.07 EPS Q/Q 105.24% Payout - Rel Volume 0.24 Prev Close 31.34
Sales Surprise -0.79% EPS Surprise 77.66% Sales Q/Q 13.29% Earnings Mar 26 AMC Avg Volume 1.03M Price 30.92
SMA20 1.42% SMA50 -0.39% SMA200 0.38% Trades
Volume 97,407 Change -1.34%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-09-24 Initiated Keefe Bruyette
Outperform
$41
Mar-15-24 Upgrade Morgan Stanley
Underweight → Equal-Weight
$24 → $27
Jan-02-24 Upgrade Piper Sandler
Neutral → Overweight
$30 → $42
Oct-02-23 Downgrade Stephens
Overweight → Equal-Weight
$34
Sep-20-23 Downgrade Morgan Stanley
Equal-Weight → Underweight
$24
Jul-24-23 Downgrade Robert W. Baird
Outperform → Neutral
$29
Jul-12-23 Initiated Goldman
Neutral
$32
Apr-04-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$27 → $25
Mar-23-23 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
Mar-14-23 Downgrade Piper Sandler
Overweight → Neutral
$30 → $22
Dec-14-22 Upgrade Robert W. Baird
Neutral → Outperform
$35
Nov-02-22 Resumed Macquarie
Outperform
$42
Oct-31-22 Initiated Scotiabank
Sector Outperform
$42
Sep-22-22 Initiated MoffettNathanson
Market Perform
$40
Apr-13-22 Initiated Morgan Stanley
Equal-Weight
$60
Nov-19-21 Initiated Stephens
Overweight
$80
Jul-16-21 Initiated William Blair
Outperform
Jun-09-21 Initiated Wells Fargo
Equal Weight
$70
May-14-21 Upgrade Gabelli & Co
Hold → Buy
Feb-17-21 Initiated Robert W. Baird
Neutral
$85
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nCino, Inc. engages in the provision of cloud-based software applications for financial institutions in the United States and internationally. Its nCino Bank Operating System, a tenant cloud platform, digitizes, automates, and streamlines complex processes and workflow, and utilizes data analytics and artificial intelligence and machine learning (AI/ML) to enable financial institutions to onboard new clients, make loans, and manage the entire loan life cycle, open deposit and other accounts, and manage regulatory compliance. The firm's nCino IQ is an application suite that utilizes data analytics and AI/ML to provide its customers with automation and insights into their operations, such as tools for analyzing, measuring, and managing credit risk, as well as to enhance their ability to comply with regulatory requirements. The company was founded by Pierre Naude in 2011 and is headquartered in Wilmington, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Naude Pierre CEO May 03 '24 Sale 30.20 15,813 477,584 1,128,340 May 06 05:35 PM Orenstein Gregory CFO & Treasurer May 03 '24 Sale 30.20 5,301 160,101 284,835 May 06 05:34 PM Desmond Sean Chief Product Officer May 03 '24 Sale 30.20 5,196 156,930 376,778 May 06 05:35 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. May 03 '24 Sale 30.20 3,388 102,324 174,924 May 06 05:34 PM Sellers Jeanette VP of Accounting May 03 '24 Sale 30.20 448 13,530 29,513 May 06 05:33 PM Naude Pierre CEO May 02 '24 Sale 30.63 15,242 466,893 1,144,153 May 06 05:35 PM Orenstein Gregory CFO & Treasurer May 02 '24 Sale 30.63 5,110 156,530 290,136 May 06 05:34 PM Desmond Sean Chief Product Officer May 02 '24 Sale 30.63 5,009 153,436 381,974 May 06 05:35 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. May 02 '24 Sale 30.63 3,267 100,075 178,312 May 06 05:34 PM Sellers Jeanette VP of Accounting May 02 '24 Sale 30.63 431 13,202 29,961 May 06 05:33 PM RUH WILLIAM J Director Apr 09 '24 Sale 35.16 5,000 175,784 246,201 Apr 11 04:02 PM Sellers Jeanette VP of Accounting Apr 09 '24 Sale 35.43 563 19,947 30,392 Apr 10 05:15 PM Naude Pierre CEO Apr 08 '24 Sale 34.41 10,924 375,928 1,159,395 Apr 10 05:16 PM RUH WILLIAM J Director Apr 08 '24 Sale 34.51 5,000 172,545 251,201 Apr 09 05:40 PM Orenstein Gregory CFO & Treasurer Apr 08 '24 Sale 34.41 2,410 82,935 295,246 Apr 10 05:15 PM Desmond Sean Chief Customer Success Officer Apr 08 '24 Sale 34.41 2,362 81,284 366,407 Apr 10 05:17 PM Glover Joshua L President & Chief Rev Officer Apr 08 '24 Sale 34.41 1,876 64,559 362,656 Apr 10 05:16 PM Sellers Jeanette VP of Accounting Apr 08 '24 Sale 34.41 248 8,534 30,955 Apr 10 05:15 PM RUH WILLIAM J Director Apr 05 '24 Sale 34.43 10,000 344,284 256,201 Apr 09 05:40 PM Lake Spencer Director Apr 04 '24 Sale 35.30 5,000 176,500 7,791 Apr 08 04:04 PM Lake Spencer Director Apr 02 '24 Sale 34.55 10,000 345,491 12,791 Apr 04 04:04 PM HORING JEFF Director Apr 01 '24 Sale 35.20 5,100,000 179,520,000 34,023,014 Apr 04 08:06 AM Insight Holdings Group, LLC Director Apr 01 '24 Sale 35.20 2,181,744 76,797,389 178,980 Apr 04 08:08 AM Insight Holdings Group, LLC Director Apr 01 '24 Sale 35.20 1,886,597 66,408,214 2,693,660 Apr 03 09:56 PM Insight Holdings Group, LLC Director Apr 01 '24 Sale 35.20 1,031,659 36,314,397 545,039 Apr 04 08:10 AM Rieger April Chief Lgl. & Compl. Ofc., Sec. Mar 28 '24 Option Exercise 14.71 7,855 115,547 155,588 Apr 01 04:06 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. Mar 28 '24 Sale 36.09 27,513 992,961 128,075 Apr 01 04:06 PM Kilday Pamela Director Mar 28 '24 Sale 36.48 1,000 36,482 20,930 Apr 01 04:06 PM Desmond Sean Chief Customer Success Officer Mar 13 '24 Option Exercise 4.98 10,500 52,290 315,265 Mar 15 04:04 PM Sellers Jeanette VP of Accounting Feb 07 '24 Sale 31.18 894 27,875 20,770 Feb 08 04:06 PM Naude Pierre CEO Feb 06 '24 Sale 31.00 5,526 171,295 1,013,015 Feb 08 04:05 PM Glover Joshua L President & Chief Rev Officer Feb 06 '24 Sale 31.00 1,898 58,834 364,532 Feb 08 04:06 PM Orenstein Gregory CFO & Treasurer Feb 06 '24 Sale 31.00 1,612 49,969 217,400 Feb 08 04:07 PM Desmond Sean Chief Customer Success Officer Feb 06 '24 Sale 31.00 1,579 48,946 304,765 Feb 08 04:04 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. Feb 06 '24 Sale 31.00 1,345 41,692 147,733 Feb 08 04:07 PM Sellers Jeanette VP of Accounting Feb 06 '24 Sale 31.00 154 4,774 21,664 Feb 08 04:06 PM Naude Pierre CEO Feb 05 '24 Sale 30.66 5,712 175,101 1,018,541 Feb 06 04:05 PM Glover Joshua L President & Chief Rev Officer Feb 05 '24 Sale 30.66 1,962 60,145 366,430 Feb 06 04:04 PM Orenstein Gregory CFO & Treasurer Feb 05 '24 Sale 30.66 1,703 52,205 219,012 Feb 06 04:06 PM Desmond Sean Chief Customer Success Officer Feb 05 '24 Sale 30.66 1,633 50,060 306,344 Feb 06 04:04 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. Feb 05 '24 Sale 30.66 1,460 44,756 149,078 Feb 06 04:06 PM Sellers Jeanette VP of Accounting Feb 05 '24 Sale 30.66 160 4,905 21,818 Feb 06 04:07 PM Naude Pierre CEO Feb 02 '24 Sale 31.22 5,767 180,063 1,024,253 Feb 06 04:05 PM Glover Joshua L President & Chief Rev Officer Feb 02 '24 Sale 31.22 2,128 66,443 368,392 Feb 06 04:04 PM Orenstein Gregory CFO & Treasurer Feb 02 '24 Sale 31.22 1,814 56,639 220,715 Feb 06 04:06 PM Desmond Sean Chief Customer Success Officer Feb 02 '24 Sale 31.22 1,589 49,613 307,977 Feb 06 04:04 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. Feb 02 '24 Sale 31.22 1,518 47,397 150,538 Feb 06 04:06 PM Sellers Jeanette VP of Accounting Feb 02 '24 Sale 31.22 156 4,871 21,978 Feb 06 04:07 PM Desmond Sean Chief Customer Success Officer Jan 16 '24 Option Exercise 1.29 17,642 22,758 327,208 Jan 18 04:02 PM Naude Pierre CEO Jan 16 '24 Sale 34.29 99,028 3,395,710 1,030,020 Jan 18 04:03 PM Desmond Sean Chief Customer Success Officer Jan 16 '24 Sale 34.29 17,642 604,988 309,566 Jan 18 04:02 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. Jan 16 '24 Sale 34.69 10,000 346,900 152,056 Jan 18 04:04 PM Collins Steven A Director Jan 12 '24 Sale 35.08 6,300 221,004 60,916 Jan 16 04:01 PM Collins Steven A Director Jan 11 '24 Sale 35.56 3,700 131,580 67,216 Jan 16 04:01 PM Hansen Matthew Royce Chief Product Officer Jan 09 '24 Sale 34.65 5,948 206,080 228,514 Jan 11 04:02 PM Sellers Jeanette VP of Accounting Jan 08 '24 Sale 33.54 253 8,486 22,134 Jan 09 04:04 PM Sellers Jeanette VP of Accounting Jan 05 '24 Option Exercise 14.71 3,000 44,130 26,237 Jan 09 04:04 PM Sellers Jeanette VP of Accounting Jan 05 '24 Sale 33.73 3,850 129,853 22,387 Jan 09 04:04 PM Kilday Pamela Director Dec 29 '23 Sale 33.99 12,988 441,491 21,930 Jan 03 04:04 PM Desmond Sean Chief Customer Success Officer Dec 21 '23 Option Exercise 4.98 10,500 52,290 309,566 Dec 22 04:03 PM Glover Joshua L President & Chief Rev Officer Nov 03 '23 Sale 28.83 7,000 201,810 370,520 Nov 06 04:08 PM Glover Joshua L President & Chief Rev Officer Nov 02 '23 Sale 28.54 3,693 105,413 377,520 Nov 06 04:08 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. Nov 02 '23 Sale 28.54 1,024 29,229 162,056 Nov 06 04:09 PM Sellers Jeanette VP of Accounting Nov 02 '23 Sale 28.54 101 2,883 23,237 Nov 06 04:10 PM Glover Joshua L President & Chief Rev Officer Oct 06 '23 Sale 29.36 6,970 204,639 381,213 Oct 10 04:04 PM Sellers Jeanette VP of Accounting Oct 06 '23 Sale 29.75 1,520 45,220 23,338 Oct 10 04:03 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. Sep 13 '23 Sale 30.99 4,076 126,303 163,080 Sep 15 04:06 PM Glover Joshua L President & Chief Rev Officer Sep 08 '23 Sale 32.45 4,549 147,615 388,183 Sep 12 04:03 PM Glover Joshua L President & Chief Rev Officer Aug 04 '23 Sale 30.05 6,939 208,517 392,732 Aug 08 04:04 PM Naude Pierre CEO Aug 03 '23 Sale 29.63 5,706 169,046 1,129,048 Aug 04 05:25 PM Hansen Matthew Royce Chief Product Officer Aug 03 '23 Sale 29.63 4,077 120,785 234,462 Aug 04 05:29 PM Glover Joshua L President & Chief Rev Officer Aug 03 '23 Sale 29.63 2,854 84,553 399,671 Aug 04 05:28 PM Desmond Sean Chief Customer Success Officer Aug 03 '23 Sale 29.63 2,853 84,523 299,066 Aug 04 05:31 PM Orenstein Gregory CFO & Treasurer Aug 03 '23 Sale 29.63 2,038 60,378 222,529 Aug 04 05:27 PM Sellers Jeanette VP of Accounting Aug 03 '23 Sale 29.63 331 9,806 24,858 Aug 04 05:18 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. Aug 03 '23 Sale 29.63 69 2,044 167,156 Aug 04 05:23 PM Naude Pierre CEO Aug 02 '23 Sale 30.64 5,805 177,883 1,134,754 Aug 04 05:25 PM Glover Joshua L President & Chief Rev Officer Aug 02 '23 Sale 30.64 2,903 88,957 402,525 Aug 04 05:28 PM Hansen Matthew Royce Chief Product Officer Aug 02 '23 Sale 30.64 2,890 88,558 238,539 Aug 04 05:29 PM Desmond Sean Chief Customer Success Officer Aug 02 '23 Sale 30.64 2,514 77,037 301,919 Aug 04 05:31 PM Orenstein Gregory CFO & Treasurer Aug 02 '23 Sale 30.64 2,074 63,554 224,567 Aug 04 05:27 PM Sellers Jeanette VP of Accounting Aug 02 '23 Sale 30.64 337 10,327 25,189 Aug 04 05:18 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. Aug 02 '23 Sale 30.64 70 2,145 167,225 Aug 04 05:23 PM Hansen Matthew Royce Chief Product Officer Jul 20 '23 Sale 30.64 23,118 708,363 1,140,091 Jul 24 04:07 PM Hansen Matthew Royce Chief Product Officer Jul 19 '23 Sale 31.14 61,831 1,925,671 1,163,209 Jul 20 04:34 PM Hansen Matthew Royce Chief Product Officer Jul 18 '23 Sale 31.53 42,888 1,352,121 1,225,040 Jul 20 04:34 PM Hansen Matthew Royce Chief Product Officer Jul 17 '23 Sale 31.51 72,548 2,286,140 1,267,928 Jul 18 04:59 PM Hansen Matthew Royce Chief Product Officer Jul 14 '23 Sale 31.13 84,615 2,633,896 1,340,476 Jul 18 04:59 PM Glover Joshua L President & Chief Rev Officer Jul 14 '23 Sale 31.06 35,847 1,113,483 405,428 Jul 18 04:57 PM Sellers Jeanette VP of Accounting Jun 12 '23 Sale 24.19 2,765 66,885 25,526 Jun 13 05:17 PM Naude Pierre CEO Jun 09 '23 Sale 24.05 14,385 346,002 1,140,559 Jun 13 05:17 PM Glover Joshua L President & Chief Rev Officer Jun 09 '23 Sale 24.05 6,109 146,940 441,275 Jun 13 05:17 PM Orenstein Gregory CFO & Treasurer Jun 09 '23 Sale 24.05 5,568 133,927 226,641 Jun 13 05:17 PM Desmond Sean Chief Customer Success Officer Jun 09 '23 Sale 24.05 4,036 97,078 303,488 Jun 13 05:17 PM Sellers Jeanette VP of Accounting Jun 09 '23 Sale 24.05 1,170 28,142 28,291 Jun 13 05:17 PM Rieger April Chief Lgl. & Compl. Ofc., Sec. Jun 09 '23 Sale 24.05 186 4,474 167,295 Jun 13 05:17 PM
Index - P/E 61.96 EPS (ttm) 0.40 Insider Own 51.12% Shs Outstand 100.99M Perf Week 3.75%
Market Cap 2.57B Forward P/E 28.44 EPS next Y 0.88 Insider Trans -16.29% Shs Float 50.35M Perf Month -4.89%
Income 40.92M PEG - EPS next Q 0.15 Inst Own 29.26% Short Float 2.85% Perf Quarter 2.09%
Sales 878.33M P/S 2.92 EPS this Y 221.75% Inst Trans -1.02% Short Ratio 3.93 Perf Half Y -4.56%
Book/sh -2.90 P/B - EPS next Y 36.17% ROA 2.96% Short Interest 1.43M Perf Year 26.95%
Cash/sh 0.00 P/C 256676.00 EPS next 5Y -1.00% ROE 25.10% 52W Range 18.48 - 28.47 Perf YTD 9.15%
Dividend Est. 2.10 (8.43% ) P/FCF 76.94 EPS past 5Y - ROI 1.61% 52W High -12.47% Beta 1.25
Dividend TTM 2.10 (8.43% ) Quick Ratio 0.60 Sales past 5Y 8.27% Gross Margin 38.18% 52W Low 34.85% ATR (14) 0.62
Dividend Ex-Date Apr 19, 2024 Current Ratio 1.21 EPS Y/Y TTM 210.33% Oper. Margin 28.68% RSI (14) 46.66 Volatility 2.61% 2.52%
Employees 822 Debt/Eq 13.45 Sales Y/Y TTM 18.96% Profit Margin 4.66% Recom 3.40 Target Price 25.20
Option/Short Yes / Yes LT Debt/Eq 13.45 EPS Q/Q 1558.27% Payout 1031.43% Rel Volume 0.46 Prev Close 24.94
Sales Surprise 0.40% EPS Surprise 44.16% Sales Q/Q 16.31% Earnings May 07 BMO Avg Volume 364.80K Price 24.92
SMA20 0.23% SMA50 -4.25% SMA200 3.00% Trades
Volume 64,922 Change -0.08%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-29-23 Downgrade Mizuho
Neutral → Underperform
$22
Jul-27-22 Initiated Mizuho
Neutral
$18
Mar-14-22 Downgrade JP Morgan
Neutral → Underweight
$17
Feb-17-21 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$16
Jun-05-20 Upgrade UBS
Neutral → Buy
$17
Apr-24-20 Downgrade JP Morgan
Overweight → Neutral
$17 → $12
Mar-17-20 Downgrade B. Riley FBR
Buy → Neutral
$20 → $14
Mar-10-20 Downgrade Raymond James
Outperform → Mkt Perform
Jan-07-20 Downgrade Wells Fargo
Equal Weight → Underweight
$17
Oct-17-19 Downgrade Stifel
Buy → Hold
$18
Apr-04-19 Initiated Stifel
Buy
$18
Jan-03-19 Downgrade UBS
Buy → Neutral
Nov-07-18 Upgrade RBC Capital Mkts
Sector Perform → Outperform
Aug-31-18 Resumed B. Riley FBR
Buy
$21
Mar-05-18 Upgrade Janney
Neutral → Buy
Jan-19-18 Upgrade JP Morgan
Neutral → Overweight
Jan-17-18 Upgrade B. Riley FBR, Inc.
Neutral → Buy
$18 → $21
Dec-19-17 Resumed B. Riley FBR, Inc.
Neutral
$18
Nov-08-17 Reiterated RBC Capital Mkts
Sector Perform
$17 → $18
Sep-01-17 Initiated Janney
Neutral
$16
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USA Compression Partners LP engages in the provision of compression services in terms of total compression fleet horsepower. Its services include processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Eric Dee Long in1998 and is headquartered in Austin, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
EIG VETERAN EQUITY AGGREGATOR, 10% Owner Apr 04 '24 Sale 25.12 5,889,297 147,939,141 5,882,528 Apr 08 04:16 PM Kimble Sean T See Remarks Mar 13 '24 Sale 27.54 22,918 631,162 50,000 Mar 15 04:40 PM LONG ERIC D See Remarks Feb 28 '24 Sale 24.66 5,320 131,191 307,026 Feb 29 05:25 PM LONG ERIC D See Remarks Feb 27 '24 Sale 24.58 43,725 1,074,760 312,346 Feb 29 05:25 PM LONG ERIC D See Remarks Feb 23 '24 Sale 24.50 9,329 228,560 356,071 Feb 26 09:07 PM LONG ERIC D See Remarks Feb 22 '24 Sale 24.53 6,959 170,704 365,400 Feb 26 09:07 PM LONG ERIC D See Remarks Feb 21 '24 Sale 24.59 96,660 2,376,869 372,359 Feb 21 07:28 PM LONG ERIC D See Remarks Feb 16 '24 Sale 24.54 34,866 855,612 469,019 Feb 21 07:28 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Jan 24 '24 Sale 25.10 1,681,689 42,210,394 0 Jan 26 04:15 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 28 '23 Sale 24.00 793,628 19,047,231 0 Dec 29 04:51 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 27 '23 Sale 24.16 10,204 246,494 793,628 Dec 27 05:27 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 26 '23 Sale 24.10 298,441 7,193,144 803,832 Dec 27 05:27 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 22 '23 Sale 24.25 99,156 2,404,761 1,102,273 Dec 22 05:34 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 21 '23 Sale 25.12 392,317 9,853,826 1,201,429 Dec 22 05:34 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 20 '23 Sale 25.18 335,047 8,435,713 1,593,746 Dec 20 06:05 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 19 '23 Sale 24.51 29,531 723,858 1,928,793 Dec 20 06:05 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 18 '23 Sale 24.20 161,321 3,903,500 1,958,324 Dec 18 05:31 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 15 '23 Sale 24.25 63,100 1,530,446 2,119,645 Dec 18 05:31 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 14 '23 Sale 24.09 43,036 1,036,909 2,182,745 Dec 18 05:31 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 11 '23 Sale 24.06 19,283 463,962 2,225,781 Dec 13 07:47 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 05 '23 Sale 24.02 505 12,128 2,245,064 Dec 06 07:10 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 04 '23 Sale 24.14 18,278 441,280 2,245,569 Dec 04 05:35 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 01 '23 Sale 24.07 6,991 168,296 2,263,847 Dec 04 05:35 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 30 '23 Sale 24.11 7,159 172,629 2,270,838 Dec 04 05:35 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 28 '23 Sale 24.08 6,980 168,106 2,277,997 Nov 29 07:27 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 27 '23 Sale 24.36 39,643 965,692 2,284,977 Nov 27 06:03 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 24 '23 Sale 24.41 19,874 485,077 2,324,620 Nov 27 06:03 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 22 '23 Sale 24.29 34,737 843,595 2,344,494 Nov 22 05:11 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 21 '23 Sale 24.97 17,626 440,067 2,379,231 Nov 22 05:11 PM EIG VETERAN EQUITY AGGREGATOR, Director Nov 20 '23 Sale 25.63 35,252 903,488 2,396,857 Nov 20 06:55 PM EIG VETERAN EQUITY AGGREGATOR, Director Nov 17 '23 Sale 25.88 3,365 87,086 2,432,109 Nov 20 06:55 PM Porter Christopher W See Remarks Nov 13 '23 Sale 25.99 4,074 105,883 19,019 Nov 13 04:50 PM Porter Christopher W See Remarks Nov 10 '23 Sale 26.07 5,479 142,838 23,093 Nov 13 04:50 PM Porter Christopher W See Remarks Nov 09 '23 Sale 26.03 7,416 193,038 28,572 Nov 13 04:50 PM LONG ERIC D See Remarks Nov 02 '23 Sale 25.70 150,170 3,859,369 386,455 Nov 06 05:54 PM EIG VETERAN EQUITY AGGREGATOR, Director Oct 27 '23 Option Exercise 19.59 8,413,281 164,816,175 8,862,810 Oct 31 04:15 PM
Index - P/E 78.79 EPS (ttm) 1.26 Insider Own 57.37% Shs Outstand 27.10M Perf Week -0.19%
Market Cap 3.02B Forward P/E - EPS next Y - Insider Trans -7.87% Shs Float 12.94M Perf Month -
Income 38.12M PEG - EPS next Q - Inst Own 8.59% Short Float - Perf Quarter -
Sales 320.04M P/S 9.42 EPS this Y - Inst Trans - Short Ratio - Perf Half Y -
Book/sh 0.92 P/B 107.54 EPS next Y - ROA 14.81% Short Interest - Perf Year -
Cash/sh 2.06 P/C 48.17 EPS next 5Y - ROE - 52W Range 93.15 - 117.59 Perf YTD -3.82%
Dividend Est. - P/FCF - EPS past 5Y - ROI 40.58% 52W High -15.55% Beta -
Dividend TTM - Quick Ratio - Sales past 5Y 51.89% Gross Margin 85.11% 52W Low 6.61% ATR (14) 6.78
Dividend Ex-Date May 03, 2021 Current Ratio - EPS Y/Y TTM 169.48% Oper. Margin 17.50% RSI (14) - Volatility 4.19% -
Employees 815 Debt/Eq 2.43 Sales Y/Y TTM 51.89% Profit Margin 11.91% Recom - Target Price -
Option/Short No / Yes LT Debt/Eq 2.36 EPS Q/Q 462.28% Payout - Rel Volume 0.24 Prev Close 102.38
Sales Surprise - EPS Surprise - Sales Q/Q 50.40% Earnings - Avg Volume 563.65K Price 99.31
SMA20 -4.15% SMA50 -4.15% SMA200 -4.15% Trades
Volume 53,162 Change -3.00%
May-07-24 10:00AM
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06:00AM
(The Wall Street Journal)
Apr-19-24 10:07AM
Apr-17-24 10:00PM
Ibotta, Inc. is a performance marketing platform allowing brands to deliver digital promotions to hundreds of millions of consumers through a network of publishers called the Ibotta Performance Network (IPN). The IPN allows marketers to influence what people buy, and where and how often they shop - all while paying only when their campaigns directly result in a sale. The company was founded by Bryan W. Leach on October 31, 2011 and is headquartered in Denver, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
El Tabib Amir Chief Business Dev. Officer Apr 22 '24 Option Exercise 18.11 17,761 321,667 113,528 Apr 22 04:05 PM Daspit Marisa CHIEF PEOPLE OFFICER Apr 22 '24 Option Exercise 8.15 15,627 127,431 46,781 Apr 22 04:05 PM Clark Jermoluk Founders Fund I 10% Owner Apr 22 '24 Buy 88.00 568,181 49,999,928 568,181 Apr 22 04:06 PM KDT Ibotta Holdings, LLC 10% Owner Apr 22 '24 Sale 88.00 1,500,000 132,000,000 4,389,129 Apr 22 05:15 PM Lehrman Thomas D Director Apr 22 '24 Sale 88.00 168,690 14,844,720 129,199 Apr 22 04:05 PM Swanson Luke Roy CHIEF TECHNOLOGY OFFICER Apr 22 '24 Sale 88.00 140,538 12,367,344 659,923 Apr 22 04:06 PM Lehrman Thomas D Director Apr 22 '24 Sale 88.00 89,751 7,898,088 273,797 Apr 22 04:05 PM DOSHI AMIT Director Apr 22 '24 Sale 88.00 52,748 4,641,824 200,000 Apr 22 04:05 PM Donahue Richard I. CHIEF MARKETING OFFICER Apr 22 '24 Sale 88.00 40,000 3,520,000 108,491 Apr 22 04:05 PM Jensen Christopher J. CHIEF REVENUE OFFICER Apr 22 '24 Sale 88.00 26,000 2,288,000 88,064 Apr 22 04:05 PM El Tabib Amir Chief Business Dev. Officer Apr 22 '24 Sale 88.00 23,000 2,024,000 90,528 Apr 22 04:05 PM Daspit Marisa CHIEF PEOPLE OFFICER Apr 22 '24 Sale 88.00 15,627 1,375,176 31,154 Apr 22 04:05 PM
Index NDX, S&P 500 P/E 22.30 EPS (ttm) 7.35 Insider Own 62.67% Shs Outstand 1.20B Perf Week -0.97%
Market Cap 192.03B Forward P/E 14.68 EPS next Y 11.16 Insider Trans -2.29% Shs Float 437.40M Perf Month 1.78%
Income 8.75B PEG 0.88 EPS next Q 2.28 Inst Own 38.88% Short Float 5.30% Perf Quarter 1.29%
Sales 78.52B P/S 2.45 EPS this Y 30.89% Inst Trans -1.05% Short Ratio 5.30 Perf Half Y 11.22%
Book/sh 52.73 P/B 3.11 EPS next Y 23.02% ROA 4.20% Short Interest 23.16M Perf Year 13.66%
Cash/sh 5.86 P/C 27.98 EPS next 5Y 25.23% ROE 13.57% 52W Range 124.92 - 168.64 Perf YTD 2.21%
Dividend Est. 2.65 (1.62%) P/FCF 18.89 EPS past 5Y 15.59% ROI 5.22% 52W High -2.83% Beta 0.49
Dividend TTM 1.30 (0.79%) Quick Ratio 0.86 Sales past 5Y 14.25% Gross Margin 46.43% 52W Low 31.18% ATR (14) 2.01
Dividend Ex-Date May 31, 2024 Current Ratio 0.94 EPS Y/Y TTM 139.79% Oper. Margin 19.98% RSI (14) 55.23 Volatility 1.25% 1.20%
Employees 67000 Debt/Eq 1.86 Sales Y/Y TTM -0.71% Profit Margin 11.14% Recom 1.48 Target Price 188.46
Option/Short Yes / Yes LT Debt/Eq 1.70 EPS Q/Q 26.03% Payout 9.38% Rel Volume 1.18 Prev Close 162.19
Sales Surprise -1.17% EPS Surprise 7.42% Sales Q/Q -0.19% Earnings Apr 25 AMC Avg Volume 4.37M Price 163.87
SMA20 0.85% SMA50 0.76% SMA200 7.78% Trades
Volume 2,010,917 Change 1.03%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-08-23 Upgrade Wolfe Research
Peer Perform → Outperform
$160
Feb-06-23 Downgrade MoffettNathanson
Outperform → Market Perform
$174
Jan-03-23 Downgrade Wolfe Research
Outperform → Peer Perform
Jul-28-22 Upgrade Scotiabank
Sector Perform → Sector Outperform
$153 → $167
Jun-02-22 Initiated Wolfe Research
Outperform
$159
Mar-23-22 Upgrade KeyBanc Capital Markets
Sector Weight → Overweight
$155
Dec-23-21 Initiated Daiwa Securities
Neutral
$128
Nov-03-21 Upgrade Raymond James
Outperform → Strong Buy
$151 → $158
Oct-01-21 Downgrade Redburn
Neutral → Sell
Sep-21-21 Initiated Loop Capital
Buy
$160
Aug-30-21 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
Jul-30-21 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$133 → $180
Jul-22-21 Resumed RBC Capital Mkts
Sector Perform
$133
Jun-25-21 Initiated Redburn
Neutral
May-27-21 Initiated The Benchmark Company
Buy
$187
Dec-22-20 Upgrade Oppenheimer
Perform → Outperform
$160
Nov-16-20 Resumed Wells Fargo
Overweight
$150
Nov-02-20 Initiated Credit Suisse
Outperform
$144
Oct-16-20 Initiated Evercore ISI
Outperform
$150
Aug-31-20 Initiated Scotiabank
Sector Outperform
$148
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T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
DEUTSCHE TELEKOM AG Director May 07 '24 Sale 162.12 189,670 30,750,149 676,779,351 May 07 07:24 PM DEUTSCHE TELEKOM AG Director May 06 '24 Sale 162.43 189,670 30,807,332 676,969,021 May 07 07:24 PM DEUTSCHE TELEKOM AG Director May 03 '24 Sale 164.63 189,670 31,225,521 677,158,691 May 03 07:50 PM DEUTSCHE TELEKOM AG Director May 02 '24 Sale 165.02 189,670 31,299,321 677,348,361 May 03 07:50 PM DEUTSCHE TELEKOM AG Director May 01 '24 Sale 165.67 189,670 31,423,286 677,538,031 May 03 07:50 PM DEUTSCHE TELEKOM AG Director Apr 30 '24 Sale 163.76 189,670 31,059,839 677,727,701 Apr 30 07:38 PM DEUTSCHE TELEKOM AG Director Apr 29 '24 Sale 164.15 189,670 31,134,333 677,917,371 Apr 30 07:38 PM DEUTSCHE TELEKOM AG Director Apr 26 '24 Sale 163.26 189,670 30,965,299 678,107,041 Apr 26 08:21 PM DEUTSCHE TELEKOM AG Director Apr 25 '24 Sale 163.66 189,670 31,041,124 678,296,711 Apr 26 08:21 PM DEUTSCHE TELEKOM AG Director Apr 24 '24 Sale 163.61 189,670 31,032,712 67,861,580 Apr 26 08:21 PM DEUTSCHE TELEKOM AG Director Apr 23 '24 Sale 163.36 189,670 30,983,611 678,676,051 Apr 23 07:48 PM DEUTSCHE TELEKOM AG Director Apr 22 '24 Sale 162.58 189,670 30,837,014 678,865,721 Apr 23 07:48 PM DEUTSCHE TELEKOM AG Director Apr 19 '24 Sale 161.87 189,670 30,702,830 679,055,391 Apr 23 07:48 PM DEUTSCHE TELEKOM AG Director Apr 18 '24 Sale 160.66 189,670 30,472,591 679,245,061 Apr 18 07:26 PM DEUTSCHE TELEKOM AG Director Apr 17 '24 Sale 159.98 170,703 27,309,570 679,434,731 Apr 18 07:26 PM DEUTSCHE TELEKOM AG Director Apr 16 '24 Sale 159.65 170,703 27,253,160 679,605,434 Apr 16 07:57 PM DEUTSCHE TELEKOM AG Director Apr 15 '24 Sale 160.24 170,703 27,352,676 679,776,137 Apr 16 07:57 PM DEUTSCHE TELEKOM AG Director Apr 12 '24 Sale 160.08 170,703 27,326,953 679,946,840 Apr 16 07:57 PM DEUTSCHE TELEKOM AG Director Apr 11 '24 Sale 160.45 189,670 30,431,723 680,117,043 Apr 11 07:55 PM DEUTSCHE TELEKOM AG Director Apr 10 '24 Sale 159.95 170,903 27,335,365 680,306,713 Apr 11 07:55 PM DEUTSCHE TELEKOM AG Director Apr 09 '24 Sale 160.67 189,670 30,473,426 680,478,116 Apr 09 07:30 PM DEUTSCHE TELEKOM AG Director Apr 08 '24 Sale 161.20 189,670 30,574,339 680,667,786 Apr 09 07:30 PM DEUTSCHE TELEKOM AG Director Apr 05 '24 Sale 161.41 189,670 30,614,643 680,857,456 Apr 09 07:30 PM DEUTSCHE TELEKOM AG Director Apr 04 '24 Sale 162.67 189,670 30,853,121 681,047,126 Apr 04 07:12 PM DEUTSCHE TELEKOM AG Director Apr 03 '24 Sale 162.49 189,670 30,820,215 681,236,796 Apr 04 07:12 PM DEUTSCHE TELEKOM AG Director Apr 02 '24 Sale 161.73 189,670 30,674,636 681,426,466 Apr 02 08:33 PM DEUTSCHE TELEKOM AG Director Apr 01 '24 Sale 162.39 189,670 30,800,230 681,616,136 Apr 02 08:33 PM Katz Michael J. Pres, Mkting Stgy & Prods Apr 01 '24 Sale 163.22 3,000 489,660 125,687 Apr 02 05:03 PM DEUTSCHE TELEKOM AG Director Mar 28 '24 Sale 163.40 131,119 21,424,359 681,805,806 Apr 02 08:33 PM DEUTSCHE TELEKOM AG Director Mar 28 '24 Sale 163.14 71,670 11,692,023 681,923,806 Mar 28 08:10 PM DEUTSCHE TELEKOM AG Director Mar 27 '24 Sale 161.87 189,670 30,701,796 681,995,476 Mar 28 08:10 PM DEUTSCHE TELEKOM AG Director Mar 26 '24 Sale 161.12 189,670 30,558,877 682,185,146 Mar 26 07:44 PM DEUTSCHE TELEKOM AG Director Mar 25 '24 Sale 160.98 189,670 30,533,228 682,374,816 Mar 26 07:44 PM DEUTSCHE TELEKOM AG Director Mar 22 '24 Sale 160.53 186,704 29,971,238 682,564,486 Mar 26 07:44 PM DEUTSCHE TELEKOM AG Director Mar 21 '24 Sale 160.99 189,670 30,534,245 682,751,190 Mar 21 06:57 PM DEUTSCHE TELEKOM AG Director Mar 20 '24 Sale 160.96 189,670 30,528,553 682,940,860 Mar 21 06:57 PM DEUTSCHE TELEKOM AG Director Mar 19 '24 Sale 161.04 189,670 30,543,720 683,130,530 Mar 19 06:49 PM DEUTSCHE TELEKOM AG Director Mar 18 '24 Sale 161.06 189,670 30,548,063 683,320,200 Mar 19 06:49 PM DEUTSCHE TELEKOM AG Director Mar 15 '24 Sale 162.16 189,670 30,756,336 683,509,870 Mar 19 06:49 PM DEUTSCHE TELEKOM AG Director Mar 14 '24 Sale 162.61 189,670 30,843,063 683,699,540 Mar 14 07:02 PM DEUTSCHE TELEKOM AG Director Mar 13 '24 Sale 163.81 189,670 31,070,167 683,889,210 Mar 14 07:02 PM DEUTSCHE TELEKOM AG Director Mar 12 '24 Sale 163.89 189,670 31,084,982 684,078,880 Mar 14 07:02 PM DEUTSCHE TELEKOM AG Director Mar 11 '24 Sale 164.48 194,910 32,059,079 684,268,550 Mar 11 06:01 PM DEUTSCHE TELEKOM AG Director Mar 08 '24 Sale 164.22 194,910 32,007,305 684,463,460 Mar 11 06:01 PM DEUTSCHE TELEKOM AG Director Mar 07 '24 Sale 165.52 204,801 33,899,232 684,658,370 Mar 08 04:05 PM Field Callie R President, Business Group Mar 07 '24 Sale 168.44 5,844 984,363 102,555 Mar 11 05:11 PM DEUTSCHE TELEKOM AG Director Mar 06 '24 Sale 167.53 194,910 32,652,319 684,863,171 Mar 08 04:05 PM DEUTSCHE TELEKOM AG Director Mar 05 '24 Sale 165.66 194,910 32,288,072 685,058,081 Mar 05 06:06 PM Katz Michael J. Pres, Mkting Stgy & Prods Mar 05 '24 Sale 163.99 2,288 375,209 128,687 Mar 06 04:55 PM Field Callie R President, Business Group Mar 05 '24 Sale 163.99 2,288 375,209 108,399 Mar 06 04:52 PM DEUTSCHE TELEKOM AG Director Mar 04 '24 Sale 163.23 194,910 31,815,358 685,252,991 Mar 05 06:06 PM DEUTSCHE TELEKOM AG Director Mar 01 '24 Sale 163.17 194,910 31,803,819 685,447,901 Mar 05 06:06 PM DEUTSCHE TELEKOM AG Director Feb 29 '24 Sale 163.02 194,910 31,774,438 685,642,811 Mar 01 04:05 PM DEUTSCHE TELEKOM AG Director Feb 28 '24 Sale 163.81 194,910 31,927,269 685,837,721 Mar 01 04:05 PM SIEVERT G MICHAEL President and CEO Feb 28 '24 Sale 163.78 20,000 3,275,600 456,036 Feb 29 05:16 PM DEUTSCHE TELEKOM AG Director Feb 27 '24 Sale 163.65 194,910 31,897,030 686,032,631 Feb 27 07:12 PM SIEVERT G MICHAEL President and CEO Feb 27 '24 Sale 163.71 20,000 3,274,200 476,036 Feb 29 05:16 PM DEUTSCHE TELEKOM AG Director Feb 26 '24 Sale 163.85 194,910 31,935,473 686,227,541 Feb 27 07:12 PM DEUTSCHE TELEKOM AG Director Feb 23 '24 Sale 164.57 194,910 32,076,780 686,422,451 Feb 27 07:12 PM DEUTSCHE TELEKOM AG Director Feb 22 '24 Sale 163.53 194,910 31,873,199 686,617,361 Feb 23 04:06 PM DEUTSCHE TELEKOM AG Director Feb 21 '24 Sale 163.70 194,910 31,906,085 686,812,271 Feb 23 04:06 PM DEUTSCHE TELEKOM AG Director Feb 20 '24 Sale 162.10 194,910 31,594,101 687,007,181 Feb 20 06:42 PM Osvaldik Peter EVP & CFO Feb 20 '24 Sale 161.30 20,000 3,226,000 84,041 Feb 20 05:48 PM DEUTSCHE TELEKOM AG Director Feb 16 '24 Sale 160.48 194,910 31,279,000 687,202,091 Feb 20 06:42 PM Nelson Mark Wolfe EVP and General Counsel Feb 16 '24 Sale 160.27 13,872 2,223,265 107,328 Feb 20 04:40 PM Katz Michael J. President, MIX Feb 16 '24 Sale 161.23 6,655 1,072,986 126,616 Feb 20 04:38 PM DEUTSCHE TELEKOM AG Director Feb 15 '24 Sale 161.47 194,910 31,471,380 687,397,001 Feb 16 04:05 PM SIEVERT G MICHAEL President and CEO Feb 15 '24 Sale 161.05 40,000 6,442,000 496,036 Feb 20 04:47 PM DEUTSCHE TELEKOM AG Director Feb 14 '24 Sale 161.38 194,910 31,454,138 687,591,911 Feb 16 04:05 PM DEUTSCHE TELEKOM AG Director Feb 13 '24 Sale 160.69 194,910 31,320,033 687,786,821 Feb 13 06:20 PM DEUTSCHE TELEKOM AG Director Feb 12 '24 Sale 161.65 194,910 31,506,877 687,981,731 Feb 13 06:20 PM DEUTSCHE TELEKOM AG Director Feb 09 '24 Sale 161.38 194,910 31,454,224 688,176,641 Feb 13 06:20 PM DEUTSCHE TELEKOM AG Director Feb 08 '24 Sale 160.44 194,910 31,271,642 688,371,551 Feb 09 04:07 PM DEUTSCHE TELEKOM AG Director Feb 07 '24 Sale 161.73 194,910 31,523,612 688,566,461 Feb 09 04:07 PM DEUTSCHE TELEKOM AG Director Feb 06 '24 Sale 161.13 194,910 31,406,700 688,761,371 Feb 06 07:43 PM DEUTSCHE TELEKOM AG Director Feb 05 '24 Sale 161.54 194,910 31,484,894 688,956,281 Feb 06 07:43 PM Taylor Teresa Director Feb 05 '24 Sale 161.80 12,022 1,945,160 13,014 Feb 07 05:19 PM DEUTSCHE TELEKOM AG Director Feb 02 '24 Sale 162.03 194,910 31,581,538 689,151,191 Feb 06 07:43 PM DEUTSCHE TELEKOM AG Director Feb 01 '24 Sale 161.91 194,910 31,557,998 689,346,101 Feb 02 04:05 PM DEUTSCHE TELEKOM AG Director Jan 31 '24 Sale 161.40 194,910 31,458,859 689,541,011 Feb 02 04:05 PM DEUTSCHE TELEKOM AG Director Jan 30 '24 Sale 162.13 194,910 31,600,328 689,735,921 Jan 30 08:27 PM DEUTSCHE TELEKOM AG Director Jan 29 '24 Sale 161.85 194,910 31,545,821 689,930,831 Jan 30 08:27 PM DEUTSCHE TELEKOM AG Director Jan 26 '24 Sale 163.25 194,910 31,819,236 690,125,741 Jan 30 08:27 PM DEUTSCHE TELEKOM AG Director Jan 25 '24 Sale 162.44 194,910 31,661,499 690,320,651 Jan 26 04:06 PM DEUTSCHE TELEKOM AG Director Jan 24 '24 Sale 162.75 194,910 31,721,420 690,515,561 Jan 26 04:06 PM DEUTSCHE TELEKOM AG Director Jan 23 '24 Sale 164.53 194,910 32,068,176 690,710,471 Jan 23 08:58 PM DEUTSCHE TELEKOM AG Director Jan 22 '24 Sale 164.85 194,910 32,130,780 690,905,381 Jan 23 08:58 PM DEUTSCHE TELEKOM AG Director Jan 19 '24 Sale 165.36 194,910 32,231,109 691,100,291 Jan 23 08:58 PM DEUTSCHE TELEKOM AG Director Jan 18 '24 Sale 164.54 194,910 32,070,264 691,295,201 Jan 18 07:59 PM DEUTSCHE TELEKOM AG Director Jan 17 '24 Sale 164.27 194,910 32,017,537 691,490,111 Jan 18 07:59 PM DEUTSCHE TELEKOM AG Director Jan 16 '24 Sale 162.47 194,910 31,666,092 691,685,021 Jan 18 07:59 PM DEUTSCHE TELEKOM AG Director Jan 12 '24 Sale 162.79 194,910 31,729,363 691,879,931 Jan 12 06:27 PM DEUTSCHE TELEKOM AG Director Jan 11 '24 Sale 162.50 194,910 31,673,255 692,074,841 Jan 12 06:27 PM DEUTSCHE TELEKOM AG Director Jan 10 '24 Sale 162.76 194,910 31,723,188 692,269,751 Jan 12 06:27 PM DEUTSCHE TELEKOM AG Director Jan 09 '24 Sale 163.05 194,910 31,779,230 692,464,661 Jan 09 08:59 PM DEUTSCHE TELEKOM AG Director Jan 08 '24 Sale 163.14 194,910 31,798,293 692,659,571 Jan 09 08:59 PM DEUTSCHE TELEKOM AG Director Jan 05 '24 Sale 162.62 194,910 31,696,009 692,854,481 Jan 09 08:59 PM DEUTSCHE TELEKOM AG Director Jan 04 '24 Sale 162.67 194,910 31,705,802 693,049,391 Jan 04 08:16 PM DEUTSCHE TELEKOM AG Director Jan 03 '24 Sale 162.86 194,910 31,742,317 693,244,301 Jan 04 08:16 PM DEUTSCHE TELEKOM AG Director Jan 02 '24 Sale 162.10 194,910 31,595,361 693,439,211 Jan 04 08:16 PM
Index - P/E 37.04 EPS (ttm) 1.22 Insider Own 25.80% Shs Outstand 210.63M Perf Week 4.86%
Market Cap 9.61B Forward P/E 10.82 EPS next Y 4.19 Insider Trans -2.67% Shs Float 157.34M Perf Month 2.63%
Income 277.94M PEG 2.06 EPS next Q 0.71 Inst Own 62.69% Short Float 1.35% Perf Quarter 13.07%
Sales 8.36B P/S 1.15 EPS this Y 176.06% Inst Trans -2.97% Short Ratio 2.10 Perf Half Y 31.94%
Book/sh 46.13 P/B 0.98 EPS next Y 37.87% ROA 0.55% Short Interest 2.12M Perf Year 49.92%
Cash/sh 41.55 P/C 1.09 EPS next 5Y 18.00% ROE 3.20% 52W Range 29.33 - 47.39 Perf YTD 12.15%
Dividend Est. 1.20 (2.65%) P/FCF 184.87 EPS past 5Y -1.01% ROI 1.37% 52W High -4.37% Beta 1.33
Dividend TTM 1.20 (2.65%) Quick Ratio - Sales past 5Y 9.89% Gross Margin 92.26% 52W Low 54.52% ATR (14) 0.87
Dividend Ex-Date May 17, 2024 Current Ratio - EPS Y/Y TTM -47.89% Oper. Margin 40.62% RSI (14) 61.23 Volatility 1.64% 1.95%
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 0.25 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 45.32
SMA20 4.78% SMA50 4.21% SMA200 17.54% Trades
Volume 96,436 Change -0.72%
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
$23
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Jefferies Financial Group, Inc. is a holding company, which engages in the provision of financial services. It operates through Investment Banking and Capital Markets, and Asset Management. The Investment Banking and Capital Markets segment involves the provision of underwriting and financial advisory services in the Americas, Europe and the Middle East, and Asia-Pacific. The Asset Management segment includes investing seed and additional strategic capital. The company was founded in 1968 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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 RUT P/E - EPS (ttm) -0.22 Insider Own 11.17% Shs Outstand 91.61M Perf Week 19.51%
Market Cap 1.12B Forward P/E 6.43 EPS next Y 1.90 Insider Trans -81.65% Shs Float 81.37M Perf Month 1.98%
Income -16.35M PEG - EPS next Q 0.33 Inst Own 70.52% Short Float 11.03% Perf Quarter 13.32%
Sales 2.45B P/S 0.46 EPS this Y -26.75% Inst Trans 6.64% Short Ratio 5.91 Perf Half Y 2.07%
Book/sh 18.70 P/B 0.65 EPS next Y 20.04% ROA -0.25% Short Interest 8.97M Perf Year 12.28%
Cash/sh 0.06 P/C 200.92 EPS next 5Y -4.60% ROE -1.14% 52W Range 9.17 - 14.22 Perf YTD -7.36%
Dividend Est. 0.47 (3.84%) P/FCF 3.19 EPS past 5Y - ROI -0.44% 52W High -13.94% Beta 1.16
Dividend TTM 0.48 (3.92%) Quick Ratio 0.75 Sales past 5Y 37.53% Gross Margin 25.47% 52W Low 33.46% ATR (14) 0.43
Dividend Ex-Date Mar 14, 2024 Current Ratio 0.75 EPS Y/Y TTM -103.75% Oper. Margin 18.84% RSI (14) 65.94 Volatility 4.46% 3.34%
Employees 904 Debt/Eq 0.89 Sales Y/Y TTM -19.63% Profit Margin -0.67% Recom 1.44 Target Price 16.33
Option/Short Yes / Yes LT Debt/Eq 0.89 EPS Q/Q -120.75% Payout 52.84% Rel Volume 1.96 Prev Close 11.87
Sales Surprise 12.71% EPS Surprise 149.55% Sales Q/Q 11.41% Earnings May 06 AMC Avg Volume 1.52M Price 12.24
SMA20 10.77% SMA50 8.97% SMA200 4.05% Trades
Volume 1,155,936 Change 3.10%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-10-24 Initiated Tudor, Pickering, Holt & Co.
Buy
$18
Jan-03-24 Downgrade Mizuho
Buy → Neutral
$18 → $14
Dec-05-23 Initiated Raymond James
Strong Buy
$16
Dec-01-23 Initiated Evercore ISI
Outperform
$16
Sep-27-23 Initiated Stephens
Overweight
$17
Feb-14-23 Initiated Credit Suisse
Neutral
$14
Jan-25-23 Downgrade BofA Securities
Neutral → Underperform
$13 → $14
Jan-10-23 Initiated Mizuho
Buy
$19
Nov-15-22 Initiated BofA Securities
Neutral
$15
Oct-19-22 Initiated Jefferies
Hold
$15
Sep-28-22 Initiated Wells Fargo
Overweight
$18
Apr-08-22 Initiated Truist
Buy
$25
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Crescent Energy Co. operates as an energy company. It develops and acquires oil, natural gas and NGL reserves. The company was founded in 2002 and is headquartered in Houston, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
KKR Group Partnership L.P. 10% Owner Apr 01 '24 Sale 10.74 6,000,000 64,440,000 0 Apr 03 06:21 PM Independence Energy Aggregator 10% Owner Apr 01 '24 Sale 10.74 6,000,000 64,440,000 0 Apr 03 06:15 PM Kendall Brandi See remarks Mar 15 '24 Buy 11.08 488 5,407 21,130 Mar 19 06:46 PM Independence Energy Aggregator 10% Owner Mar 11 '24 Sale 9.87 13,800,000 136,206,000 0 Mar 11 05:37 PM KKR Group Partnership L.P. 10% Owner Mar 11 '24 Sale 9.87 13,800,000 136,206,000 0 Mar 11 05:32 PM Rockecharlie David C. See remarks Dec 06 '23 Buy 11.32 20,000 226,400 100,000 Dec 08 05:00 PM Kendall Brandi See remarks Dec 01 '23 Buy 11.64 258 3,003 20,642 Dec 01 05:00 PM Rockecharlie David C. See remarks Nov 30 '23 Buy 11.46 5,000 57,300 80,000 Dec 01 05:01 PM Kendall Brandi See remarks Nov 30 '23 Buy 11.34 882 10,002 20,384 Dec 01 05:00 PM Rockecharlie David C. See remarks Nov 29 '23 Buy 11.35 5,000 56,750 75,000 Dec 01 05:01 PM KKR Group Partnership L.P. 10% Owner Nov 15 '23 Sale 10.90 3,000,000 32,700,000 0 Nov 17 04:19 PM Independence Energy Aggregator 10% Owner Nov 15 '23 Sale 10.90 3,000,000 32,700,000 0 Nov 17 04:16 PM Rockecharlie David C. See remarks Nov 13 '23 Buy 10.68 5,000 53,400 70,000 Nov 15 05:00 PM Rockecharlie David C. See remarks Nov 10 '23 Buy 10.36 5,000 51,800 65,000 Nov 13 05:02 PM Falk Todd See remarks Nov 10 '23 Buy 10.44 400 4,176 5,000 Nov 13 05:02 PM Kendall Brandi See remarks Nov 09 '23 Buy 10.71 9,333 99,956 19,502 Nov 13 05:03 PM Rockecharlie David C. See remarks Nov 09 '23 Buy 10.62 5,000 53,100 60,000 Nov 13 05:02 PM Shi Bo See Remarks Nov 09 '23 Buy 10.69 2,800 29,932 24,124 Nov 13 05:01 PM Falk Todd See remarks Nov 09 '23 Buy 10.62 1,000 10,620 4,600 Nov 13 05:02 PM Rockecharlie David C. See remarks Sep 15 '23 Buy 12.50 2,500 31,250 55,000 Sep 15 04:15 PM Falk Todd See remarks Sep 15 '23 Buy 12.37 750 9,278 3,600 Sep 15 04:13 PM Rockecharlie David C. See remarks Sep 14 '23 Buy 12.29 2,500 30,725 52,500 Sep 15 04:15 PM Rockecharlie David C. See Remarks Sep 13 '23 Buy 12.37 2,500 30,925 50,000 Sep 14 04:30 PM Rockecharlie David C. See Remarks Sep 12 '23 Buy 12.45 2,500 31,125 47,500 Sep 14 04:30 PM Rynd John Clayton See Remarks Sep 12 '23 Buy 12.49 2,000 24,980 7,000 Sep 14 04:30 PM Kendall Brandi See Remarks Sep 12 '23 Buy 12.41 516 6,404 10,169 Sep 14 04:30 PM TEACHER RETIREMENT SYSTEM OF T 10% Owner Jul 19 '23 Buy 11.43 46 526 7,994,884 Jul 24 04:04 PM Rockecharlie David C. See remarks Jun 14 '23 Buy 10.14 4,000 40,560 45,000 Jun 16 05:09 PM Falk Todd See remarks Jun 12 '23 Buy 9.97 350 3,490 2,850 Jun 14 04:14 PM Rockecharlie David C. See remarks Jun 09 '23 Buy 10.28 2,000 20,560 41,000 Jun 12 05:50 PM Rockecharlie David C. See remarks Jun 08 '23 Buy 10.45 2,000 20,900 39,000 Jun 12 05:50 PM Kendall Brandi See remarks Jun 08 '23 Buy 10.41 1,153 12,003 9,653 Jun 12 05:54 PM Shi Bo See Remarks Jun 07 '23 Buy 10.14 3,000 30,420 21,324 Jun 09 05:06 PM Falk Todd See remarks Jun 07 '23 Buy 10.19 150 1,528 2,500 Jun 09 05:14 PM
Index RUT P/E - EPS (ttm) -2.16 Insider Own 48.84% Shs Outstand 58.63M Perf Week -5.08%
Market Cap 4.33B Forward P/E - EPS next Y -3.34 Insider Trans -4.30% Shs Float 33.02M Perf Month -4.20%
Income -126.22M PEG - EPS next Q -0.66 Inst Own 60.76% Short Float 20.76% Perf Quarter -14.88%
Sales 0.00M P/S - EPS this Y -32.59% Inst Trans -1.03% Short Ratio 13.90 Perf Half Y 19.56%
Book/sh 10.94 P/B 6.13 EPS next Y -16.01% ROA -20.78% Short Interest 6.85M Perf Year 77.60%
Cash/sh 11.15 P/C 6.01 EPS next 5Y - ROE -21.70% 52W Range 37.13 - 89.39 Perf YTD -8.87%
Dividend Est. - P/FCF - EPS past 5Y -72.54% ROI -18.02% 52W High -24.98% Beta 1.32
Dividend TTM - Quick Ratio 22.83 Sales past 5Y 0.00% Gross Margin - 52W Low 80.61% ATR (14) 2.80
Dividend Ex-Date - Current Ratio 22.83 EPS Y/Y TTM -31.75% Oper. Margin 0.00% RSI (14) 42.90 Volatility 4.33% 4.00%
Employees 92 Debt/Eq 0.00 Sales Y/Y TTM - Profit Margin - Recom 1.10 Target Price 101.11
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q -26.40% Payout - Rel Volume 0.42 Prev Close 68.64
Sales Surprise - EPS Surprise -2.99% Sales Q/Q - Earnings Feb 27 BMO Avg Volume 493.05K Price 67.06
SMA20 0.02% SMA50 -10.15% SMA200 4.75% Trades
Volume 80,087 Change -2.30%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-17-24 Initiated Jefferies
Buy
$97
Apr-01-24 Upgrade Leerink Partners
Market Perform → Outperform
$69 → $110
Feb-28-24 Resumed Guggenheim
Buy
$99
Feb-23-24 Initiated Robert W. Baird
Outperform
$105
Sep-27-23 Initiated Stifel
Buy
$65
Aug-08-23 Initiated SVB Securities
Market Perform
$42
Jul-24-23 Initiated Guggenheim
Buy
$56
Jan-18-23 Initiated Wedbush
Outperform
$39
Jun-24-22 Initiated BMO Capital Markets
Outperform
$28
May-01-24 05:05PM
Apr-08-24 04:30PM
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06:30PM
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07:01PM
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(American City Business Journals) +60.64%
04:06PM
(Investor's Business Daily)
11:10AM
12:01AM
Oct-26-22 06:30AM
Oct-23-22 09:26AM
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Nuvalent, Inc. is a clinical stage biopharmaceutical company, which focuses on creating precisely targeted therapies for patients with cancer. Its pipeline includes ROS1 NSCLC, ALK NSCLC and HER2 NSCLC. The company was founded by Matthew D. Shair in January 2017 and is headquartered in Cambridge, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Miller Deborah Ann Chief Legal Officer May 02 '24 Option Exercise 6.89 3,000 20,670 36,300 May 03 04:47 PM Miller Deborah Ann Chief Legal Officer May 02 '24 Sale 72.07 3,000 216,203 33,300 May 03 04:47 PM Shair Matthew Director Apr 29 '24 Sale 67.51 37,500 2,531,537 1,499,698 May 01 04:41 PM Shair Matthew Director Apr 29 '24 Sale 67.51 2,000 135,018 236,522 May 01 04:41 PM Shair Matthew Director Apr 22 '24 Sale 63.65 37,500 2,386,910 1,537,198 Apr 24 04:44 PM Conley Emily Director Apr 15 '24 Option Exercise 9.36 5,000 46,800 5,008 Apr 17 04:44 PM Shair Matthew Director Apr 15 '24 Sale 65.56 37,500 2,458,335 1,574,698 Apr 17 04:46 PM Conley Emily Director Apr 15 '24 Sale 65.52 5,000 327,607 8 Apr 17 04:44 PM Shair Matthew Director Apr 08 '24 Sale 68.44 37,500 2,566,479 1,612,198 Apr 10 04:45 PM Miller Deborah Ann Chief Legal Officer Apr 04 '24 Option Exercise 6.89 3,000 20,670 36,300 Apr 05 04:47 PM Miller Deborah Ann Chief Legal Officer Apr 04 '24 Sale 73.60 3,000 220,787 33,300 Apr 05 04:47 PM Shair Matthew Director Apr 01 '24 Sale 76.92 37,500 2,884,337 1,649,698 Apr 03 04:45 PM Miller Deborah Ann Chief Legal Officer Mar 28 '24 Option Exercise 22.58 22,000 496,740 55,300 Mar 29 04:46 PM Miller Deborah Ann Chief Legal Officer Mar 28 '24 Sale 75.20 22,000 1,654,311 33,300 Mar 29 04:46 PM Hack Andrew A. F. Director Mar 27 '24 Sale 72.77 880,000 64,035,959 2,697,267 Mar 29 05:15 PM Shair Matthew Director Mar 25 '24 Sale 76.77 37,500 2,878,982 1,687,198 Mar 27 04:55 PM Shair Matthew Director Mar 25 '24 Sale 76.77 2,000 153,546 238,522 Mar 27 04:55 PM Noci Darlene Chief Development Officer Mar 22 '24 Option Exercise 7.74 20,000 154,800 53,300 Mar 25 04:49 PM Noci Darlene Chief Development Officer Mar 22 '24 Sale 77.51 20,000 1,550,229 33,300 Mar 25 04:49 PM Conley Emily Director Mar 15 '24 Option Exercise 9.36 13,333 124,797 13,341 Mar 19 04:46 PM Conley Emily Director Mar 15 '24 Sale 80.92 13,333 1,078,883 8 Mar 19 04:46 PM Shair Matthew Director Dec 28 '23 Sale 75.46 48,548 3,663,492 1,724,698 Dec 28 05:09 PM Shair Matthew Director Dec 27 '23 Sale 75.17 1,000 75,170 1,773,246 Dec 28 05:09 PM Shair Matthew Director Dec 26 '23 Sale 75.12 69,602 5,228,346 1,774,246 Dec 28 05:09 PM Miller Deborah Ann Chief Legal Officer Dec 19 '23 Option Exercise 18.93 5,000 94,650 5,000 Dec 20 04:54 PM Miller Deborah Ann Chief Legal Officer Dec 19 '23 Sale 75.00 5,000 375,000 0 Dec 20 04:54 PM Miller Deborah Ann Chief Legal Officer Dec 18 '23 Option Exercise 27.85 33,046 920,331 33,046 Dec 20 04:54 PM Noci Darlene Chief Development Officer Dec 18 '23 Option Exercise 4.70 40,000 188,139 40,000 Dec 20 04:56 PM Protopapas Anna Director Dec 18 '23 Option Exercise 9.36 5,000 46,800 5,000 Dec 20 04:58 PM Balcom Alexandra Chief Financial Officer Dec 18 '23 Option Exercise 1.08 30,000 32,400 30,000 Dec 20 04:51 PM Noci Darlene Chief Development Officer Dec 18 '23 Sale 75.82 40,000 3,032,800 0 Dec 20 04:56 PM Miller Deborah Ann Chief Legal Officer Dec 18 '23 Sale 75.82 33,046 2,505,548 0 Dec 20 04:54 PM Balcom Alexandra Chief Financial Officer Dec 18 '23 Sale 75.82 30,000 2,274,600 0 Dec 20 04:51 PM Protopapas Anna Director Dec 18 '23 Sale 75.67 5,000 378,350 0 Dec 20 04:58 PM Shair Matthew Director Nov 28 '23 Sale 61.89 9,150 566,303 1,843,848 Nov 30 04:47 PM Noci Darlene Chief Development Officer Nov 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Nov 03 04:43 PM Noci Darlene Chief Development Officer Nov 01 '23 Sale 52.66 3,000 157,975 0 Nov 03 04:43 PM Shair Matthew Director Oct 24 '23 Sale 50.70 91,700 4,648,872 1,852,998 Oct 26 04:47 PM Noci Darlene Chief Development Officer Oct 04 '23 Option Exercise 5.56 20,000 111,150 20,000 Oct 06 04:56 PM Turner Christopher Durant Chief Medical Officer Oct 04 '23 Option Exercise 6.89 7,995 55,086 22,508 Oct 06 04:58 PM Noci Darlene Chief Development Officer Oct 04 '23 Sale 55.99 20,000 1,119,702 0 Oct 06 04:56 PM Turner Christopher Durant Chief Medical Officer Oct 04 '23 Sale 54.04 7,995 432,031 14,513 Oct 06 04:58 PM Noci Darlene Chief Development Officer Oct 02 '23 Option Exercise 1.08 3,000 3,240 3,000 Oct 04 04:24 PM Noci Darlene Chief Development Officer Oct 02 '23 Sale 45.88 3,000 137,649 0 Oct 04 04:24 PM Miller Deborah Ann Chief Legal Officer Sep 15 '23 Option Exercise 6.89 2,000 13,780 2,000 Sep 19 04:45 PM Miller Deborah Ann Chief Legal Officer Sep 15 '23 Sale 47.64 2,000 95,283 0 Sep 19 04:45 PM Noci Darlene Chief Development Officer Sep 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Sep 06 04:36 PM Noci Darlene Chief Development Officer Sep 01 '23 Sale 46.56 3,000 139,692 0 Sep 06 04:36 PM Miller Deborah Ann Chief Legal Officer Aug 15 '23 Option Exercise 6.89 2,000 13,780 2,000 Aug 17 04:29 PM Miller Deborah Ann Chief Legal Officer Aug 15 '23 Sale 42.65 2,000 85,310 0 Aug 17 04:29 PM Noci Darlene Chief Development Officer Aug 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Aug 01 05:26 PM Noci Darlene Chief Development Officer Aug 01 '23 Sale 49.95 3,000 149,844 0 Aug 01 05:26 PM Balcom Alexandra Chief Financial Officer Jul 31 '23 Option Exercise 1.08 25,000 27,000 25,000 Aug 01 04:16 PM Balcom Alexandra Chief Financial Officer Jul 31 '23 Sale 48.99 25,000 1,224,796 0 Aug 01 04:16 PM Miller Deborah Ann Chief Legal Officer Jul 28 '23 Option Exercise 6.89 6,500 44,785 6,500 Aug 01 04:13 PM Turner Christopher Durant Chief Medical Officer Jul 28 '23 Option Exercise 6.89 2,665 18,362 17,178 Jul 28 04:51 PM Miller Deborah Ann Chief Legal Officer Jul 28 '23 Sale 48.52 6,500 315,380 0 Aug 01 04:13 PM Turner Christopher Durant Chief Medical Officer Jul 28 '23 Sale 48.93 2,665 130,398 14,513 Jul 28 04:51 PM Turner Christopher Durant Chief Medical Officer Jul 26 '23 Option Exercise 6.89 2,365 16,295 16,878 Jul 28 04:51 PM Turner Christopher Durant Chief Medical Officer Jul 26 '23 Sale 46.85 2,365 110,800 14,513 Jul 28 04:51 PM Turner Christopher Durant Chief Medical Officer Jul 24 '23 Option Exercise 6.89 200 1,378 14,713 Jul 24 04:54 PM Turner Christopher Durant Chief Medical Officer Jul 24 '23 Sale 46.82 200 9,364 14,513 Jul 24 04:54 PM Noci Darlene Chief Development Officer Jul 20 '23 Option Exercise 1.08 10,941 11,816 10,941 Jul 21 04:47 PM Turner Christopher Durant Chief Medical Officer Jul 20 '23 Option Exercise 6.89 100 689 14,613 Jul 24 04:54 PM Noci Darlene Chief Development Officer Jul 20 '23 Sale 45.17 10,941 494,205 0 Jul 21 04:47 PM Turner Christopher Durant Chief Medical Officer Jul 20 '23 Sale 46.80 100 4,680 14,513 Jul 24 04:54 PM Noci Darlene Chief Development Officer Jul 19 '23 Option Exercise 1.08 4,559 4,924 4,559 Jul 21 04:47 PM Noci Darlene Chief Development Officer Jul 19 '23 Sale 45.04 4,559 205,337 0 Jul 21 04:47 PM Miller Deborah Ann Chief Legal Officer Jul 17 '23 Option Exercise 6.89 2,000 13,780 2,000 Jul 19 04:43 PM Miller Deborah Ann Chief Legal Officer Jul 17 '23 Sale 43.06 2,000 86,123 0 Jul 19 04:43 PM Noci Darlene Chief Development Officer Jul 03 '23 Option Exercise 1.08 3,000 3,240 3,000 Jul 06 04:51 PM Noci Darlene Chief Development Officer Jul 03 '23 Sale 41.48 3,000 124,427 0 Jul 06 04:51 PM Noci Darlene Chief Development Officer Jun 16 '23 Option Exercise 1.08 2,900 3,132 2,900 Jun 20 04:45 PM Noci Darlene Chief Development Officer Jun 16 '23 Sale 45.19 2,900 131,051 0 Jun 20 04:45 PM Miller Deborah Ann Chief Legal Officer Jun 15 '23 Option Exercise 6.89 2,000 13,780 2,000 Jun 20 04:42 PM Noci Darlene Chief Development Officer Jun 15 '23 Option Exercise 1.08 1,000 1,080 1,000 Jun 20 04:45 PM Miller Deborah Ann Chief Legal Officer Jun 15 '23 Sale 44.28 2,000 88,565 0 Jun 20 04:42 PM Noci Darlene Chief Development Officer Jun 15 '23 Sale 45.07 1,000 45,070 0 Jun 20 04:45 PM Turner Christopher Durant Chief Medical Officer Jun 05 '23 Option Exercise 6.89 10,235 70,519 24,748 Jun 07 04:50 PM Noci Darlene Chief Development Officer Jun 05 '23 Option Exercise 1.08 600 648 600 Jun 07 04:46 PM Turner Christopher Durant Chief Medical Officer Jun 05 '23 Sale 44.86 10,235 459,142 14,513 Jun 07 04:50 PM Noci Darlene Chief Development Officer Jun 05 '23 Sale 45.00 600 27,000 0 Jun 07 04:46 PM Noci Darlene Chief Development Officer Jun 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Jun 02 04:45 PM Noci Darlene Chief Development Officer Jun 01 '23 Sale 42.64 3,000 127,921 0 Jun 02 04:45 PM Miller Deborah Ann Chief Legal Officer May 15 '23 Option Exercise 6.89 2,000 13,780 2,000 May 17 04:44 PM Miller Deborah Ann Chief Legal Officer May 15 '23 Sale 40.74 2,000 81,489 0 May 17 04:44 PM Miller Deborah Ann Chief Legal Officer May 09 '23 Option Exercise 6.89 1,332 9,177 1,332 May 09 05:11 PM Miller Deborah Ann Chief Legal Officer May 09 '23 Sale 39.63 1,332 52,787 0 May 09 05:11 PM
Index - P/E 59.57 EPS (ttm) 2.32 Insider Own 15.18% Shs Outstand 187.07M Perf Week 4.74%
Market Cap 26.67B Forward P/E 22.79 EPS next Y 6.05 Insider Trans -17.23% Shs Float 164.02M Perf Month 3.09%
Income 442.64M PEG 2.32 EPS next Q 1.01 Inst Own 81.56% Short Float 1.89% Perf Quarter 7.05%
Sales 3.90B P/S 6.84 EPS this Y 19.12% Inst Trans 0.95% Short Ratio 2.69 Perf Half Y 32.58%
Book/sh 9.94 P/B 13.88 EPS next Y 39.22% ROA 1.95% Short Interest 3.11M Perf Year 68.30%
Cash/sh 7.75 P/C 17.81 EPS next 5Y 25.65% ROE 26.32% 52W Range 80.07 - 140.35 Perf YTD 15.99%
Dividend Est. 3.69 (2.68%) P/FCF 23.71 EPS past 5Y 52.32% ROI 2.57% 52W High -1.72% Beta 1.22
Dividend TTM 3.24 (2.35%) Quick Ratio - Sales past 5Y 47.97% Gross Margin 81.78% 52W Low 72.27% ATR (14) 3.65
Dividend Ex-Date Jun 14, 2024 Current Ratio - EPS Y/Y TTM 107.41% Oper. Margin 31.00% RSI (14) 59.53 Volatility 3.92% 2.80%
Employees 2850 Debt/Eq 8.32 Sales Y/Y TTM 21.08% Profit Margin 11.35% Recom 2.00 Target Price 145.67
Option/Short Yes / Yes LT Debt/Eq 8.10 EPS Q/Q -23.52% Payout 127.13% Rel Volume 0.50 Prev Close 137.29
Sales Surprise -8.06% EPS Surprise -13.01% Sales Q/Q -8.88% Earnings May 02 BMO Avg Volume 1.15M Price 137.94
SMA20 3.59% SMA50 3.49% SMA200 18.81% Trades
Volume 221,882 Change 0.47%
Date
Action
Analyst
Rating Change
Price Target Change
May-07-24 Initiated TD Cowen
Buy
$154
Jan-09-24 Downgrade Jefferies
Buy → Hold
$122
Oct-05-23 Initiated Wolfe Research
Outperform
$133
Jul-10-23 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$99 → $98
Jun-12-23 Downgrade Wells Fargo
Overweight → Equal Weight
$99 → $93
Nov-14-22 Downgrade BMO Capital Markets
Outperform → Market Perform
$93
Aug-31-22 Initiated Barclays
Overweight
$92
Jun-08-22 Initiated JMP Securities
Mkt Perform
Jan-25-22 Initiated Piper Sandler
Overweight
$97
Dec-16-21 Initiated Wells Fargo
Overweight
$96
Dec-16-21 Initiated BofA Securities
Buy
$117
Sep-10-21 Resumed Morgan Stanley
Equal-Weight
$90
Jun-08-21 Upgrade BMO Capital Markets
Market Perform → Outperform
$63 → $68
Mar-29-21 Downgrade BMO Capital Markets
Outperform → Market Perform
$60 → $59
Feb-24-21 Initiated Credit Suisse
Neutral
$54
May-29-20 Upgrade BMO Capital Markets
Market Perform → Outperform
$40 → $47
Jan-14-20 Downgrade Oppenheimer
Outperform → Perform
Oct-08-19 Initiated BMO Capital Markets
Market Perform
Aug-05-19 Initiated Barclays
Overweight
$33
Aug-21-18 Upgrade Wells Fargo
Market Perform → Outperform
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Ares Management Corp. engages in the provision of investment and consultancy services. It operates through the following segments: Credit Group, Private Equity Group, Real Assets Group, Secondaries Group, and Other. The Credit Group segment includes the management of strategies across the liquid and illiquid spectrum, direct lending, and Asia-Pacific. The Private Equity Group segment involves the categorization of investment strategies as corporate, special opportunities, and Asia-Pacific. The Real Assets Group segment focuses on equity and debt strategies across infrastructure investments. The Secondaries Group segment consists of investment in secondary markets, alternative asset class strategies, private equity, real estate, infrastructure, and credit. The company was founded by Michael J. Arougheti, David B. Kaplan, John H. Kissick, Antony P. Ressler, and Bennett Rosenthal in 1997 and is headquartered in Los Angeles, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 17 '24 Sale 131.51 143,569 18,880,987 0 Apr 19 06:27 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 16 '24 Sale 130.29 159,860 20,827,932 0 Apr 16 09:37 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 15 '24 Sale 129.60 94,697 12,273,163 0 Apr 16 09:37 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 15 '24 Sale 129.72 50,000 6,485,848 0 Apr 16 09:38 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 12 '24 Sale 131.97 114,492 15,109,066 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 11 '24 Sale 134.11 175,000 23,469,760 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 10 '24 Sale 134.36 139,915 18,798,655 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 09 '24 Sale 133.22 212,637 28,327,209 0 Apr 09 08:06 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 08 '24 Sale 134.89 174,258 23,505,517 0 Apr 09 08:06 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 05 '24 Sale 133.56 175,152 23,393,850 0 Apr 05 08:16 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 04 '24 Sale 132.57 178,465 23,659,773 0 Apr 05 08:16 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 03 '24 Sale 132.11 45,984 6,075,118 0 Apr 05 08:16 PM KAPLAN DAVID B Co-Founder Apr 03 '24 Sale 132.04 40,222 5,311,007 0 Apr 05 08:16 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 03 '24 Sale 132.04 13,096 1,729,246 50,000 Apr 05 08:15 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 02 '24 Sale 129.87 53,000 6,883,339 63,096 Apr 02 08:51 PM KAPLAN DAVID B Co-Founder Apr 02 '24 Sale 129.79 50,873 6,602,697 40,222 Apr 02 08:52 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 02 '24 Sale 129.80 50,717 6,582,814 0 Apr 02 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 01 '24 Sale 131.74 33,942 4,471,613 0 Apr 02 08:54 PM KAPLAN DAVID B Co-Founder Apr 01 '24 Sale 131.75 33,905 4,466,962 91,095 Apr 02 08:52 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 01 '24 Sale 131.75 33,904 4,466,819 116,096 Apr 02 08:51 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 28 '24 Sale 133.06 40,500 5,389,060 0 Mar 28 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 27 '24 Sale 132.69 48,572 6,445,026 0 Mar 28 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 26 '24 Sale 133.94 23,796 3,187,247 0 Mar 26 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 25 '24 Sale 133.96 18,881 2,529,309 0 Mar 26 08:14 PM Arougheti Michael J Co-Founder, CEO and President Mar 25 '24 Sale 134.01 4,488 601,429 0 Mar 26 08:09 PM Arougheti Michael J Co-Founder, CEO and President Mar 22 '24 Sale 134.58 15,350 2,065,879 4,488 Mar 22 09:20 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 22 '24 Sale 134.58 15,304 2,059,631 0 Mar 22 09:23 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 21 '24 Sale 136.95 57,794 7,914,754 0 Mar 22 09:23 PM Arougheti Michael J Co-Founder, CEO and President Mar 21 '24 Sale 136.92 56,557 7,743,851 19,838 Mar 22 09:20 PM KAPLAN DAVID B Co-Founder Mar 21 '24 Sale 136.88 26,464 3,622,397 125,000 Mar 22 09:21 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 21 '24 Sale 136.87 4,810 658,364 150,000 Mar 22 09:22 PM KAPLAN DAVID B Co-Founder Mar 20 '24 Sale 132.92 19,999 2,658,215 151,464 Mar 22 09:21 PM Arougheti Michael J Co-Founder, CEO and President Mar 20 '24 Sale 132.92 19,749 2,624,963 76,395 Mar 22 09:20 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 20 '24 Sale 132.87 18,223 2,421,232 38,535 Mar 22 09:23 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 20 '24 Sale 132.86 17,723 2,354,597 154,810 Mar 22 09:22 PM Arougheti Michael J Co-Founder, CEO and President Mar 19 '24 Sale 131.69 17,468 2,300,340 96,144 Mar 19 09:49 PM KAPLAN DAVID B Co-Founder Mar 19 '24 Sale 131.68 17,334 2,282,623 171,463 Mar 19 09:50 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 19 '24 Sale 131.68 17,224 2,268,085 56,758 Mar 19 09:53 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 19 '24 Sale 131.69 17,109 2,253,020 172,533 Mar 19 09:51 PM Arougheti Michael J Co-Founder, CEO and President Mar 18 '24 Sale 130.84 22,196 2,904,135 113,612 Mar 19 09:49 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 18 '24 Sale 130.85 22,155 2,898,882 189,642 Mar 19 09:51 PM KAPLAN DAVID B Co-Founder Mar 18 '24 Sale 130.84 22,115 2,893,579 188,797 Mar 19 09:50 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 18 '24 Sale 130.86 22,103 2,892,289 73,982 Mar 19 09:53 PM Arougheti Michael J Co-Founder, CEO and President Mar 15 '24 Sale 132.46 39,192 5,191,363 135,808 Mar 18 09:47 PM KAPLAN DAVID B Co-Founder Mar 15 '24 Sale 132.47 39,088 5,177,908 210,912 Mar 19 09:50 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 15 '24 Sale 132.46 38,915 5,154,771 96,085 Mar 19 09:53 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 15 '24 Sale 132.48 38,203 5,061,013 211,797 Mar 19 09:51 PM Arougheti Michael J Co-Founder, CEO and President Mar 14 '24 Sale 132.97 74,585 9,917,744 1,375,000 Mar 18 09:47 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 07 '24 Sale 130.30 3,000,000 390,900,000 0 Mar 08 04:18 PM deVeer R. Kipp Head of Credit Group Feb 16 '24 Sale 135.25 80,637 10,905,988 1,116,676 Feb 16 08:44 PM deVeer R. Kipp Head of Credit Group Feb 15 '24 Sale 135.39 48,416 6,555,282 1,197,313 Feb 16 08:44 PM deVeer R. Kipp Head of Credit Group Feb 14 '24 Sale 136.47 82,796 11,299,170 1,245,729 Feb 16 08:44 PM Arougheti Michael J Co-Founder, CEO and President Nov 15 '23 Sale 105.17 150,000 15,775,104 0 Nov 16 08:41 PM ARES MANAGEMENT LLC 10% Owner Oct 18 '23 Buy 18.93 150,000 2,838,930 38,912,895 Oct 20 06:27 PM KAPLAN DAVID B Co-Founder Oct 03 '23 Sale 100.09 22,442 2,246,304 0 Oct 04 09:41 PM Rosenthal Bennett Co-Founder & Chairman of PEG Oct 03 '23 Sale 100.09 21,818 2,183,804 0 Oct 04 09:43 PM ARES MANAGEMENT LLC 10% Owner Oct 02 '23 Buy 14.80 150,000 2,219,490 38,762,895 Oct 04 04:28 PM Rosenthal Bennett Co-Founder & Chairman of PEG Oct 02 '23 Sale 102.53 78,182 8,015,899 21,818 Oct 04 09:43 PM KAPLAN DAVID B Co-Founder Oct 02 '23 Sale 102.52 77,558 7,951,605 22,442 Oct 04 09:41 PM ARES MANAGEMENT LLC 10% Owner Sep 15 '23 Buy 14.79 100,000 1,478,850 38,612,895 Sep 19 04:24 PM Rosenthal Bennett Co-Founder & Chairman of PEG Sep 15 '23 Sale 104.79 150,000 15,718,827 100,000 Sep 18 09:31 PM Berry Ryan Chief Mktg. & Strategy Officer Sep 15 '23 Sale 104.63 35,000 3,661,944 409,661 Sep 18 09:33 PM Berry Ryan Chief Mktg. & Strategy Officer Sep 14 '23 Sale 104.81 40,000 4,192,367 444,661 Sep 18 09:33 PM ARES MANAGEMENT LLC 10% Owner Sep 11 '23 Buy 14.52 150,000 2,177,280 38,512,895 Sep 13 04:03 PM deVeer R. Kipp Head of Credit Group Sep 08 '23 Sale 105.14 81,498 8,568,700 810,315 Sep 11 07:04 PM KAPLAN DAVID B Co-Founder Sep 05 '23 Sale 103.46 200,000 20,692,564 100,000 Sep 07 07:01 PM Sagati Aghili Naseem General Counsel Aug 28 '23 Option Exercise 19.00 29,631 562,989 272,863 Aug 30 06:33 PM ARES MANAGEMENT LLC 10% Owner Aug 28 '23 Buy 14.94 7,397 110,500 38,362,895 Aug 30 09:52 PM ARES MANAGEMENT LLC 10% Owner Aug 24 '23 Buy 15.27 37,557 573,540 38,355,498 Aug 28 04:04 PM ARES MANAGEMENT LLC 10% Owner Aug 23 '23 Buy 15.18 33,275 505,144 38,317,941 Aug 24 07:05 PM deVeer R. Kipp Head of Credit Group Aug 22 '23 Option Exercise 19.00 84,546 1,606,374 945,857 Aug 24 08:57 PM ARES MANAGEMENT LLC 10% Owner Aug 22 '23 Buy 15.17 179,168 2,717,423 38,284,666 Aug 24 07:05 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 16 '23 Sale 97.51 47,511 4,632,798 250,000 Aug 17 08:25 PM KAPLAN DAVID B Co-Founder Aug 16 '23 Sale 97.51 9,946 969,834 300,000 Aug 17 08:21 PM BHUTANI ASHISH Director Aug 15 '23 Buy 98.08 10,000 980,800 11,732 Aug 17 08:27 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 15 '23 Sale 98.47 202,489 19,939,642 297,511 Aug 17 08:25 PM KAPLAN DAVID B Co-Founder Aug 15 '23 Sale 98.39 190,054 18,699,715 309,946 Aug 17 08:21 PM Arougheti Michael J Co-Founder, CEO and President Aug 15 '23 Sale 98.37 150,000 14,755,402 0 Aug 17 08:26 PM deVeer R. Kipp Head of Credit Group Aug 08 '23 Sale 100.13 200,000 20,025,557 861,311 Aug 10 07:29 PM ARES MANAGEMENT LLC 10% Owner Jul 03 '23 Sale 16.79 6,885,415 115,571,691 134,659,188 Jul 05 04:36 PM Arougheti Michael J Co-Founder, CEO and President Jun 29 '23 Sale 95.09 36,085 3,431,323 0 Jun 30 06:56 PM Arougheti Michael J Co-Founder, CEO and President Jun 15 '23 Sale 95.13 64,480 6,133,982 60,471 Jun 15 07:17 PM Arougheti Michael J Co-Founder, CEO and President Jun 14 '23 Sale 95.00 400 38,000 124,951 Jun 15 07:17 PM Arougheti Michael J Co-Founder, CEO and President Jun 13 '23 Sale 95.02 4,950 470,349 125,351 Jun 15 07:17 PM Ares Corporate Opportunities F Director Jun 09 '23 Sale 25.70 4,886,250 125,576,625 1,389,840 Jun 12 05:56 PM Arougheti Michael J Co-Founder, CEO and President Jun 07 '23 Sale 90.60 237,377 21,506,604 130,301 Jun 09 04:52 PM Arougheti Michael J Co-Founder, CEO and President Jun 06 '23 Sale 90.92 258,163 23,471,122 367,678 Jun 06 09:11 PM Berry Ryan Chief Mktg. & Strategy Officer Jun 02 '23 Sale 89.11 10,000 891,100 484,661 Jun 05 07:47 PM Arougheti Michael J Co-Founder, CEO and President Jun 02 '23 Sale 90.00 4,460 401,400 625,841 Jun 06 09:11 PM Berry Ryan Chief Mktg. & Strategy Officer Jun 01 '23 Sale 88.22 10,000 882,200 494,661 Jun 05 07:47 PM Berry Ryan Chief Mktg. & Strategy Officer May 30 '23 Sale 87.32 5,000 436,600 504,661 May 31 08:56 PM Arougheti Michael J Co-Founder, CEO and President May 26 '23 Sale 84.83 68,603 5,819,609 825,000 May 31 08:56 PM Arougheti Michael J Co-Founder, CEO and President May 26 '23 Sale 84.83 63,858 5,416,893 630,301 May 31 08:56 PM Arougheti Michael J Co-Founder, CEO and President May 25 '23 Sale 83.89 110,263 9,249,804 893,603 May 25 09:48 PM Arougheti Michael J Co-Founder, CEO and President May 25 '23 Sale 83.88 36,573 3,067,867 694,159 May 25 09:48 PM Arougheti Michael J Co-Founder, CEO and President May 24 '23 Sale 83.16 165,439 13,757,831 1,003,866 May 25 09:48 PM Arougheti Michael J Co-Founder, CEO and President May 24 '23 Sale 83.16 55,264 4,595,847 730,732 May 25 09:48 PM Berry Ryan Chief Mktg. & Strategy Officer May 23 '23 Sale 85.63 5,000 428,150 365,932 May 25 09:41 PM Olian Judy D. Director May 23 '23 Sale 85.59 1,200 102,708 28,997 May 25 09:39 PM Sagati Aghili Naseem General Counsel May 19 '23 Sale 83.07 11,531 957,880 243,232 May 23 07:48 PM
Index S&P 500 P/E 35.92 EPS (ttm) 12.58 Insider Own 11.27% Shs Outstand 927.00M Perf Week 2.22%
Market Cap 420.24B Forward P/E 27.21 EPS next Y 16.61 Insider Trans -2.08% Shs Float 825.13M Perf Month -4.29%
Income 11.85B PEG 1.84 EPS next Q 3.52 Inst Own 78.87% Short Float 0.62% Perf Quarter -2.17%
Sales 25.72B P/S 16.34 EPS this Y 16.58% Inst Trans -0.21% Short Ratio 2.11 Perf Half Y 17.02%
Book/sh 7.78 P/B 58.08 EPS next Y 16.19% ROA 29.05% Short Interest 5.12M Perf Year 17.22%
Cash/sh 8.23 P/C 54.88 EPS next 5Y 19.47% ROE 188.42% 52W Range 357.85 - 490.00 Perf YTD 5.95%
Dividend Est. 2.59 (0.57%) P/FCF 37.99 EPS past 5Y 16.16% ROI 56.99% 52W High -7.78% Beta 1.10
Dividend TTM 2.46 (0.54%) Quick Ratio 1.09 Sales past 5Y 11.54% Gross Margin 96.80% 52W Low 26.28% ATR (14) 6.98
Dividend Ex-Date Apr 08, 2024 Current Ratio 1.09 EPS Y/Y TTM 25.64% Oper. Margin 57.76% RSI (14) 42.39 Volatility 1.65% 1.54%
Employees 33400 Debt/Eq 2.16 Sales Y/Y TTM 12.75% Profit Margin 46.05% Recom 1.40 Target Price 513.89
Option/Short Yes / Yes LT Debt/Eq 1.87 EPS Q/Q 30.39% Payout 20.03% Rel Volume 0.68 Prev Close 453.06
Sales Surprise 0.15% EPS Surprise 1.98% Sales Q/Q 10.38% Earnings May 01 BMO Avg Volume 2.43M Price 451.89
SMA20 -1.08% SMA50 -3.55% SMA200 5.83% Trades
Volume 646,794 Change -0.26%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-11-24 Initiated TD Cowen
Buy
$545
Jan-11-24 Upgrade Oppenheimer
Perform → Outperform
$510
Dec-20-23 Initiated Monness Crespi & Hardt
Neutral
Dec-05-23 Resumed BMO Capital Markets
Outperform
$475
Oct-20-23 Resumed UBS
Buy
$475
Oct-13-23 Initiated HSBC Securities
Hold
$424
Oct-12-23 Initiated Seaport Research Partners
Buy
$465
Jul-24-23 Reiterated Barclays
Overweight
$437 → $470
Jan-09-23 Upgrade KeyBanc Capital Markets
Sector Weight → Overweight
$425
Nov-29-22 Initiated Redburn
Neutral
Oct-13-22 Reiterated Deutsche Bank
Buy
$440 → $375
Aug-16-22 Downgrade Daiwa Securities
Outperform → Neutral
$385 → $375
May-18-22 Initiated Goldman
Buy
$460
Apr-29-22 Downgrade Piper Sandler
Neutral → Underweight
$360 → $357
Nov-18-21 Resumed UBS
Buy
$448
Aug-12-21 Downgrade Daiwa Securities
Outperform → Neutral
$385
Jul-30-21 Reiterated UBS
Buy
$400 → $445
Jul-30-21 Reiterated Raymond James
Outperform
$428 → $453
Jul-30-21 Reiterated Morgan Stanley
Overweight
$444 → $451
Jul-30-21 Reiterated Compass Point
Buy
$430 → $450
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Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Mastercard Foundation 10% Owner May 07 '24 Sale 451.08 149,000 67,211,650 96,081,308 May 08 11:04 AM Mastercard Foundation 10% Owner May 06 '24 Sale 447.58 147,000 65,794,069 96,230,308 May 07 09:06 AM Mastercard Foundation 10% Owner May 03 '24 Sale 442.14 142,000 62,783,681 96,377,308 May 06 10:42 AM Mastercard Foundation 10% Owner May 02 '24 Sale 440.73 132,000 58,176,664 96,519,308 May 03 11:10 AM Mastercard Foundation 10% Owner May 01 '24 Sale 445.04 116,000 51,624,524 96,651,308 May 02 01:07 PM Mastercard Foundation 10% Owner Apr 26 '24 Sale 462.57 114,000 52,733,003 96,767,308 Apr 29 11:31 AM Mastercard Foundation 10% Owner Apr 25 '24 Sale 461.06 115,000 53,021,854 96,881,308 Apr 26 08:16 AM Mastercard Foundation 10% Owner Apr 24 '24 Sale 462.78 109,000 50,443,184 96,996,308 Apr 25 09:22 AM Mastercard Foundation 10% Owner Apr 23 '24 Sale 461.66 110,000 50,782,699 97,105,308 Apr 24 11:44 AM Mastercard Foundation 10% Owner Apr 22 '24 Sale 457.46 109,000 49,862,955 97,215,308 Apr 23 10:51 AM Mastercard Foundation 10% Owner Apr 19 '24 Sale 454.49 108,000 49,085,222 97,324,308 Apr 22 10:32 AM Mastercard Foundation 10% Owner Apr 18 '24 Sale 457.15 111,000 50,743,173 97,432,308 Apr 19 11:35 AM Mastercard Foundation 10% Owner Mar 21 '24 Sale 487.25 200 97,450 97,543,308 Mar 22 11:31 AM Madabhushi Venkata R Chief Marketing Officer Mar 15 '24 Option Exercise 282.17 16,038 4,525,409 35,243 Mar 19 04:19 PM Miebach Michael President & CEO Mar 15 '24 Option Exercise 112.31 7,850 881,634 89,954 Mar 19 04:21 PM Madabhushi Venkata R Chief Marketing Officer Mar 15 '24 Sale 475.45 16,038 7,625,295 19,205 Mar 19 04:19 PM Miebach Michael President & CEO Mar 15 '24 Sale 475.46 7,850 3,732,365 82,104 Mar 19 04:21 PM Madabhushi Venkata R Chief Marketing Officer Mar 01 '24 Option Exercise 203.42 16,037 3,262,175 28,292 Mar 05 08:19 PM Miebach Michael President & CEO Mar 01 '24 Option Exercise 112.31 7,851 881,746 55,491 Mar 05 08:18 PM Madabhushi Venkata R Chief Marketing Officer Mar 01 '24 Sale 475.94 16,037 7,632,653 12,255 Mar 05 08:19 PM Miebach Michael President & CEO Mar 01 '24 Sale 475.92 7,851 3,736,439 47,640 Mar 05 08:18 PM Madabhushi Venkata R Chief Marketing Officer Feb 27 '24 Option Exercise 132.41 16,037 2,123,412 40,292 Feb 29 04:05 PM Madabhushi Venkata R Chief Marketing Officer Feb 27 '24 Sale 472.58 28,037 13,249,641 12,255 Feb 29 04:05 PM Miebach Michael President & CEO Feb 16 '24 Option Exercise 112.31 7,851 881,746 55,491 Feb 20 04:11 PM Miebach Michael President & CEO Feb 16 '24 Sale 470.12 7,851 3,690,908 47,640 Feb 20 04:11 PM Vosburg Craig Chief Product Officer Feb 01 '24 Option Exercise 112.31 13,542 1,520,902 60,033 Feb 02 04:16 PM McLaughlin Edward Grunde President & CTO, MA Tech Feb 01 '24 Option Exercise 112.31 10,000 1,123,100 33,614 Feb 02 04:14 PM Vosburg Craig Chief Product Officer Feb 01 '24 Sale 460.06 13,542 6,230,100 46,491 Feb 02 04:16 PM McLaughlin Edward Grunde President & CTO, MA Tech Feb 01 '24 Sale 458.46 10,000 4,584,597 23,614 Feb 02 04:14 PM Bhalla Ajay President Cyber & Intelligence Jan 22 '24 Option Exercise 90.13 98 8,833 6,333 Jan 23 05:51 PM Bhalla Ajay President Cyber & Intelligence Jan 22 '24 Sale 439.52 98 43,073 6,235 Jan 23 05:51 PM Bhalla Ajay President Cyber & Intelligence Jan 19 '24 Option Exercise 90.13 4,000 360,520 10,235 Jan 23 05:51 PM Bhalla Ajay President Cyber & Intelligence Jan 19 '24 Sale 435.00 4,000 1,740,000 6,235 Jan 23 05:51 PM Vosburg Craig Chief Product Officer Jan 12 '24 Option Exercise 112.31 4,642 521,343 51,133 Jan 16 04:18 PM Vosburg Craig Chief Product Officer Jan 12 '24 Sale 430.00 4,642 1,996,060 46,491 Jan 16 04:18 PM Vosburg Craig Chief Product Officer Jan 11 '24 Option Exercise 112.31 8,900 999,559 55,391 Jan 16 04:18 PM Vosburg Craig Chief Product Officer Jan 11 '24 Sale 430.26 8,900 3,829,280 46,491 Jan 16 04:18 PM McLaughlin Edward Grunde President & CTO, MA Tech Jan 02 '24 Option Exercise 112.31 10,000 1,123,100 33,614 Jan 04 04:08 PM McLaughlin Edward Grunde President & CTO, MA Tech Jan 02 '24 Sale 421.43 10,000 4,214,324 23,614 Jan 04 04:08 PM Bhalla Ajay President Cyber & Intelligence Dec 14 '23 Option Exercise 90.13 97 8,743 6,332 Dec 15 06:01 PM Bhalla Ajay President Cyber & Intelligence Dec 14 '23 Sale 425.00 97 41,225 6,235 Dec 15 06:01 PM Bhalla Ajay President Cyber & Intelligence Dec 13 '23 Option Exercise 90.13 4,000 360,520 10,235 Dec 15 06:01 PM Bhalla Ajay President Cyber & Intelligence Dec 13 '23 Sale 425.00 4,000 1,700,000 6,235 Dec 15 06:01 PM Mastercard Foundation 10% Owner Nov 10 '23 Sale 389.26 125,817 48,975,161 97,543,508 Nov 13 04:05 PM DAVIS RICHARD K Director Nov 09 '23 Buy 390.96 1,000 390,960 9,743 Nov 09 04:51 PM Mastercard Foundation 10% Owner Nov 09 '23 Sale 389.24 125,816 48,972,456 97,669,325 Nov 13 04:05 PM Mastercard Foundation 10% Owner Nov 08 '23 Sale 390.12 125,816 49,083,564 97,795,141 Nov 08 04:32 PM Mastercard Foundation 10% Owner Nov 07 '23 Sale 388.29 125,816 48,853,107 97,920,957 Nov 08 04:32 PM Mastercard Foundation 10% Owner Nov 06 '23 Sale 385.93 125,816 48,555,603 98,046,773 Nov 08 04:32 PM Mastercard Foundation 10% Owner Nov 03 '23 Sale 386.20 125,816 48,590,089 98,172,589 Nov 03 06:41 PM Mastercard Foundation 10% Owner Nov 02 '23 Sale 381.23 125,816 47,965,085 98,298,405 Nov 03 06:41 PM Mastercard Foundation 10% Owner Nov 01 '23 Sale 377.45 125,816 47,488,658 98,424,221 Nov 03 06:41 PM Murphy Timothy H Chief Administrative Officer Sep 29 '23 Option Exercise 173.49 7,291 1,264,916 46,426 Oct 03 04:13 PM Murphy Timothy H Chief Administrative Officer Sep 29 '23 Sale 397.28 7,419 2,947,384 39,007 Oct 03 04:13 PM Bhalla Ajay President Cyber & Intelligence Sep 20 '23 Option Exercise 90.13 2,093 188,642 8,328 Sep 21 04:12 PM Bhalla Ajay President Cyber & Intelligence Sep 20 '23 Sale 415.00 2,093 868,595 6,235 Sep 21 04:12 PM Bhalla Ajay President Cyber & Intelligence Sep 19 '23 Option Exercise 83.94 4,000 335,750 10,235 Sep 21 04:12 PM Bhalla Ajay President Cyber & Intelligence Sep 19 '23 Sale 416.96 4,000 1,667,840 6,235 Sep 21 04:12 PM Bhalla Ajay President Cyber & Intelligence Sep 18 '23 Option Exercise 77.72 4,000 310,880 10,235 Sep 18 05:40 PM Bhalla Ajay President Cyber & Intelligence Sep 18 '23 Sale 413.88 4,000 1,655,520 6,235 Sep 18 05:40 PM Bhalla Ajay President Cyber & Intelligence Sep 15 '23 Option Exercise 77.72 4,000 310,880 10,235 Sep 18 05:40 PM Bhalla Ajay President Cyber & Intelligence Sep 15 '23 Sale 412.50 4,000 1,649,992 6,235 Sep 18 05:40 PM Bhalla Ajay President Cyber & Intelligence Sep 14 '23 Option Exercise 77.72 4,000 310,880 10,235 Sep 18 05:40 PM Bhalla Ajay President Cyber & Intelligence Sep 14 '23 Sale 413.13 4,000 1,652,539 6,235 Sep 18 05:40 PM SACHIN J. MEHRA Chief Financial Officer Sep 01 '23 Option Exercise 112.31 6,000 673,860 26,707 Sep 05 04:14 PM SACHIN J. MEHRA Chief Financial Officer Sep 01 '23 Sale 413.65 6,000 2,481,887 20,707 Sep 05 04:14 PM Vosburg Craig Chief Product Officer Aug 30 '23 Option Exercise 90.10 5,684 512,128 52,175 Aug 31 04:11 PM Ling Hai Co-President, Intl Markets Aug 30 '23 Option Exercise 77.72 3,324 258,341 20,901 Aug 30 04:03 PM Vosburg Craig Chief Product Officer Aug 30 '23 Sale 415.00 5,684 2,358,860 46,491 Aug 31 04:11 PM Ling Hai Co-President, Intl Markets Aug 30 '23 Sale 415.00 3,324 1,379,460 17,577 Aug 30 04:03 PM Ling Hai Co-President, Intl Markets Aug 29 '23 Option Exercise 77.72 3,324 258,341 30,870 Aug 30 04:03 PM Ling Hai Co-President, Intl Markets Aug 29 '23 Sale 410.06 13,293 5,450,983 17,577 Aug 30 04:03 PM Ling Hai Co-President, Intl Markets Aug 28 '23 Option Exercise 77.72 3,324 258,341 30,870 Aug 30 04:03 PM Ling Hai Co-President, Intl Markets Aug 28 '23 Sale 405.23 3,324 1,346,981 27,546 Aug 30 04:03 PM Mastercard Foundation 10% Owner Aug 17 '23 Sale 393.54 125,816 49,513,780 98,550,037 Aug 17 04:19 PM Mastercard Foundation 10% Owner Aug 16 '23 Sale 396.88 125,816 49,934,357 98,675,853 Aug 17 04:19 PM Mastercard Foundation 10% Owner Aug 15 '23 Sale 395.10 125,816 49,710,506 98,801,669 Aug 15 04:44 PM Mastercard Foundation 10% Owner Aug 14 '23 Sale 397.89 125,816 50,060,865 98,927,485 Aug 15 04:44 PM Mastercard Foundation 10% Owner Aug 11 '23 Sale 395.02 125,816 49,699,811 99,053,301 Aug 15 04:44 PM Mastercard Foundation 10% Owner Aug 10 '23 Sale 398.72 125,816 50,165,230 99,179,117 Aug 10 05:13 PM Mastercard Foundation 10% Owner Aug 09 '23 Sale 394.03 125,816 49,575,241 99,304,933 Aug 10 05:13 PM Mastercard Foundation 10% Owner Aug 08 '23 Sale 391.39 125,816 49,243,690 99,430,749 Aug 10 05:13 PM Murphy Timothy H Chief Administrative Officer Aug 02 '23 Option Exercise 173.49 7,380 1,280,356 46,643 Aug 03 04:12 PM Murphy Timothy H Chief Administrative Officer Aug 02 '23 Sale 391.18 7,508 2,936,946 39,135 Aug 03 04:12 PM SACHIN J. MEHRA Chief Financial Officer Aug 01 '23 Option Exercise 90.10 10,838 976,504 31,545 Aug 03 04:27 PM SACHIN J. MEHRA Chief Financial Officer Aug 01 '23 Sale 394.38 10,838 4,274,337 20,707 Aug 03 04:27 PM Vosburg Craig Chief Product Officer Jul 12 '23 Option Exercise 90.10 6,333 570,603 52,824 Jul 13 04:15 PM Vosburg Craig Chief Product Officer Jul 12 '23 Sale 400.00 6,333 2,533,200 46,491 Jul 13 04:15 PM Seshadri Raj President, Data & Services Jun 13 '23 Option Exercise 112.31 3,664 411,504 16,328 Jun 14 06:01 PM Seshadri Raj President, Data & Services Jun 13 '23 Sale 373.24 5,164 1,927,416 11,164 Jun 14 06:01 PM Malhotra Raghuvir Co-President, Intl Markets May 18 '23 Option Exercise 290.25 1,536 445,824 11,001 May 19 04:29 PM Malhotra Raghuvir Co-President, Intl Markets May 18 '23 Sale 390.00 1,536 599,040 9,465 May 19 04:29 PM Mastercard Foundation 10% Owner May 17 '23 Sale 381.66 125,816 48,019,249 99,556,565 May 17 04:16 PM Mastercard Foundation 10% Owner May 16 '23 Sale 379.30 125,816 47,721,380 99,682,381 May 17 04:16 PM Mastercard Foundation 10% Owner May 15 '23 Sale 381.85 125,816 48,042,588 99,808,197 May 15 04:32 PM Mastercard Foundation 10% Owner May 12 '23 Sale 381.15 125,816 47,955,247 99,934,013 May 15 04:32 PM Mastercard Foundation 10% Owner May 11 '23 Sale 382.49 125,816 48,123,551 100,059,829 May 15 04:32 PM Mastercard Foundation 10% Owner May 10 '23 Sale 381.19 125,816 47,960,279 100,185,645 May 10 04:51 PM Mastercard Foundation 10% Owner May 09 '23 Sale 384.75 125,816 48,407,593 100,311,461 May 10 04:51 PM
Index - P/E 29.76 EPS (ttm) 4.37 Insider Own 62.78% Shs Outstand 266.00M Perf Week 9.39%
Market Cap 92.74B Forward P/E 15.11 EPS next Y 8.60 Insider Trans -6.13% Shs Float 265.69M Perf Month 5.01%
Income 3.21B PEG 36.74 EPS next Q 1.21 Inst Own 28.27% Short Float 2.73% Perf Quarter 55.16%
Sales 88.52B P/S 1.05 EPS this Y 6.33% Inst Trans -1.09% Short Ratio 0.88 Perf Half Y 80.53%
Book/sh -3.41 P/B - EPS next Y 13.44% ROA 3.74% Short Interest 7.26M Perf Year 182.33%
Cash/sh 10.51 P/C 12.36 EPS next 5Y 0.81% ROE - 52W Range 44.19 - 136.16 Perf YTD 69.84%
Dividend Est. 1.74 (1.34%) P/FCF 15.67 EPS past 5Y - ROI 18.69% 52W High -4.58% Beta 0.83
Dividend TTM 1.56 (1.20%) Quick Ratio 0.67 Sales past 5Y 0.04% Gross Margin 23.22% 52W Low 194.03% ATR (14) 5.29
Dividend Ex-Date Apr 22, 2024 Current Ratio 0.74 EPS Y/Y TTM 34.91% Oper. Margin 6.75% RSI (14) 60.92 Volatility 3.92% 4.15%
Employees 120000 Debt/Eq - Sales Y/Y TTM -12.84% Profit Margin 3.63% Recom 1.83 Target Price 130.86
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 90.33% Payout 33.92% Rel Volume 0.80 Prev Close 127.55
Sales Surprise 0.68% EPS Surprise 27.51% Sales Q/Q -10.81% Earnings May 30 AMC Avg Volume 8.27M Price 129.93
SMA20 6.51% SMA50 10.60% SMA200 57.94% Trades
Volume 2,568,996 Change 1.87%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-01-24 Reiterated TD Cowen
Market Perform
$75 → $105
Feb-28-24 Initiated Loop Capital
Buy
$125
Feb-23-24 Reiterated Evercore ISI
Outperform
$85 → $95
Jan-08-24 Upgrade JP Morgan
Neutral → Overweight
$77 → $90
Dec-01-23 Reiterated TD Cowen
Market Perform
$58 → $75
Sep-19-23 Upgrade Daiwa Securities
Neutral → Outperform
$50 → $80
Sep-07-23 Downgrade Barclays
Equal Weight → Underweight
$53
Sep-01-23 Reiterated TD Cowen
Market Perform
$45 → $58
Jun-30-23 Initiated Citigroup
Buy
$60
May-19-23 Reiterated Evercore ISI
Outperform
$50 → $55
May-02-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$45 → $55
Apr-17-23 Downgrade JP Morgan
Overweight → Neutral
$47
Mar-20-23 Initiated Goldman
Buy
$43
Oct-31-22 Initiated Jefferies
Hold
$39
Aug-17-22 Initiated Credit Suisse
Outperform
$60
Apr-01-22 Downgrade Goldman
Buy → Neutral
$68 → $61
Mar-31-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$66 → $60
Mar-08-22 Upgrade Evercore ISI
In-line → Outperform
$60
Jan-10-22 Upgrade Bernstein
Mkt Perform → Outperform
$72
Dec-14-21 Downgrade Evercore ISI
Outperform → In-line
$63
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Dell Technologies, Inc. is a holding company, which engages in the provision of information technology hardware, software, and service solutions through its subsidiaries. It operates through the following segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment consists of sales to commercial and consumer customers of desktops, thin client products, and notebooks. The VMware segment provides compute, cloud management, networking and security, storage and availability, and other end-user computing offerings. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Rothberg Richard J General Counsel & Secretary Apr 08 '24 Sale 132.95 93,954 12,491,184 86,836 Apr 10 04:37 PM SLTA IV (GP), L.L.C. Director Apr 04 '24 Sale 133.19 346,931 46,207,922 152 Apr 05 06:58 PM SLTA V (GP), L.L.C. Director Apr 04 '24 Sale 133.19 346,931 46,207,922 152 Apr 05 06:57 PM SLTA IV (GP), L.L.C. Director Apr 04 '24 Sale 134.37 42,545 5,716,772 0 Apr 05 07:03 PM SLTA V (GP), L.L.C. Director Apr 04 '24 Sale 134.37 42,545 5,716,772 0 Apr 05 07:01 PM Scannell William F Pres., Glob. Sales & Cust. Ops Apr 03 '24 Sale 129.15 106,483 13,752,279 356,077 Apr 05 04:11 PM SLTA V (GP), L.L.C. Director Mar 21 '24 Sale 110.06 1,019,203 112,177,649 0 Mar 22 07:28 PM SLTA IV (GP), L.L.C. Director Mar 21 '24 Sale 110.06 1,019,203 112,177,649 0 Mar 22 07:24 PM DELL MICHAEL S Chief Executive Officer Mar 20 '24 Sale 108.79 1,944,641 211,554,878 33,412,241 Mar 21 06:55 PM SLTA IV (GP), L.L.C. Director Mar 20 '24 Sale 106.18 1,400,000 148,652,000 0 Mar 22 07:24 PM SLTA V (GP), L.L.C. Director Mar 20 '24 Sale 106.18 1,400,000 148,652,000 0 Mar 22 07:28 PM DELL MICHAEL S Chief Executive Officer Mar 19 '24 Sale 108.02 1,032,837 111,565,172 35,356,882 Mar 21 06:55 PM SLTA V (GP), L.L.C. Director Mar 19 '24 Sale 107.95 560,052 60,459,842 0 Mar 20 07:48 PM SLTA IV (GP), L.L.C. Director Mar 19 '24 Sale 107.95 560,052 60,459,842 0 Mar 20 07:47 PM DELL MICHAEL S Chief Executive Officer Mar 18 '24 Sale 107.03 41,550 4,447,096 36,389,719 Mar 18 08:46 PM SLTA V (GP), L.L.C. Director Mar 18 '24 Sale 106.95 19,375 2,072,156 0 Mar 20 07:12 PM SLTA IV (GP), L.L.C. Director Mar 18 '24 Sale 106.95 19,375 2,072,156 0 Mar 20 07:12 PM DELL MICHAEL S Chief Executive Officer Mar 15 '24 Sale 107.80 1,152,112 124,200,295 36,431,269 Mar 18 08:46 PM SLTA V (GP), L.L.C. Director Mar 15 '24 Sale 107.54 720,112 77,439,813 0 Mar 18 08:37 PM SLTA IV (GP), L.L.C. Director Mar 15 '24 Sale 107.54 720,112 77,439,813 0 Mar 18 08:35 PM DELL MICHAEL S Chief Executive Officer Mar 14 '24 Sale 107.31 155,105 16,643,703 37,583,381 Mar 18 08:46 PM SLTA IV (GP), L.L.C. Director Mar 14 '24 Sale 110.75 10,736 1,189,012 0 Mar 15 06:06 PM SLTA V (GP), L.L.C. Director Mar 14 '24 Sale 110.75 10,736 1,189,012 0 Mar 15 06:12 PM SLTA V (GP), L.L.C. Director Mar 13 '24 Sale 110.17 77,070 8,490,802 0 Mar 15 06:12 PM SLTA IV (GP), L.L.C. Director Mar 13 '24 Sale 110.17 77,070 8,490,802 0 Mar 15 06:06 PM DELL MICHAEL S Chief Executive Officer Mar 12 '24 Sale 116.97 269,662 31,541,896 37,738,486 Mar 13 05:33 PM DELL MICHAEL S Chief Executive Officer Mar 11 '24 Sale 115.92 363,214 42,105,258 38,008,148 Mar 13 05:33 PM DELL MICHAEL S Chief Executive Officer Mar 08 '24 Sale 119.78 242,190 29,010,062 38,371,362 Mar 08 08:16 PM DELL MICHAEL S Chief Executive Officer Mar 07 '24 Sale 121.11 1,174,239 142,216,539 38,613,552 Mar 08 08:16 PM DELL MICHAEL S Chief Executive Officer Mar 06 '24 Sale 119.80 624,450 74,809,332 39,787,791 Mar 08 08:16 PM Saavedra Jennifer D. Chief Human Resources Officer Mar 06 '24 Sale 120.10 18,260 2,193,026 206,961 Mar 08 04:10 PM DELL MICHAEL S Chief Executive Officer Mar 05 '24 Option Exercise 0.00 25,000,000 0 40,412,241 Mar 07 05:06 PM SLTA V (GP), L.L.C. Director Mar 04 '24 Sale 122.54 3,030,324 371,324,925 1,328 Mar 05 09:36 PM SLTA IV (GP), L.L.C. Director Mar 04 '24 Sale 122.54 3,030,324 371,324,925 1,328 Mar 05 09:35 PM SLTA V (GP), L.L.C. Director Mar 04 '24 Sale 126.32 373,375 47,166,001 0 Mar 05 09:46 PM SLTA IV (GP), L.L.C. Director Mar 04 '24 Sale 126.32 373,375 47,166,001 0 Mar 05 09:38 PM SLTA IV (GP), L.L.C. Director Jan 16 '24 Sale 78.81 3,179,972 250,626,631 0 Jan 17 08:05 PM SLTA V (GP), L.L.C. Director Jan 16 '24 Sale 78.81 3,179,972 250,626,631 0 Jan 17 08:04 PM SLTA V (GP), L.L.C. Director Jan 12 '24 Sale 79.43 239,112 18,992,236 0 Jan 17 08:04 PM SLTA IV (GP), L.L.C. Director Jan 12 '24 Sale 79.43 239,112 18,992,236 0 Jan 17 08:05 PM DELL MICHAEL S Chief Executive Officer Dec 01 '23 Option Exercise 0.00 2,500,000 0 2,500,000 Dec 05 08:41 AM DELL MICHAEL S Chief Executive Officer Dec 01 '23 Option Exercise 0.00 22,500,000 0 23,301,255 Dec 05 08:41 AM Susan Lieberman Dell Separate 10% Owner Dec 01 '23 Option Exercise 0.00 2,500,000 0 2,500,000 Dec 05 08:41 AM Rothberg Richard J General Counsel & Secretary Sep 06 '23 Sale 68.00 30,009 2,040,612 99,899 Sep 08 05:19 PM Whitten Anthony Charles Co-Chief Operating Officer Aug 17 '23 Sale 55.14 107,803 5,943,731 650,198 Aug 18 06:07 PM Dew Allison Chief Marketing Officer Jul 13 '23 Sale 55.24 329,038 18,176,744 98,354 Jul 17 04:49 PM SLTA IV (GP), L.L.C. Director Jul 12 '23 Sale 54.35 17,891 972,363 4,390 Jul 13 05:43 PM SLTA V (GP), L.L.C. Director Jul 12 '23 Sale 54.35 17,891 972,363 4,390 Jul 13 05:40 PM SLTA V (GP), L.L.C. Director Jul 11 '23 Sale 55.36 3,529,000 195,356,618 0 Jul 13 05:40 PM SLTA IV (GP), L.L.C. Director Jul 11 '23 Sale 55.36 3,529,000 195,356,618 0 Jul 13 05:43 PM
Index RUT P/E 20.81 EPS (ttm) 6.22 Insider Own 1.99% Shs Outstand 50.50M Perf Week 7.54%
Market Cap 6.62B Forward P/E 15.97 EPS next Y 8.11 Insider Trans -42.82% Shs Float 50.08M Perf Month 11.51%
Income 328.12M PEG 1.16 EPS next Q 1.57 Inst Own 108.18% Short Float 9.64% Perf Quarter 24.56%
Sales 4.28B P/S 1.55 EPS this Y 23.63% Inst Trans -5.06% Short Ratio 2.91 Perf Half Y 95.40%
Book/sh 20.50 P/B 6.32 EPS next Y 4.43% ROA 11.54% Short Interest 4.83M Perf Year 455.99%
Cash/sh 17.63 P/C 7.34 EPS next 5Y 18.00% ROE 37.93% 52W Range 22.21 - 140.28 Perf YTD 46.78%
Dividend Est. - P/FCF 13.36 EPS past 5Y 41.99% ROI 17.23% 52W High -7.69% Beta 1.42
Dividend TTM - Quick Ratio 1.10 Sales past 5Y 4.27% Gross Margin 59.62% 52W Low 483.03% ATR (14) 5.11
Dividend Ex-Date Mar 05, 2020 Current Ratio 1.59 EPS Y/Y TTM 7633.41% Oper. Margin 11.29% RSI (14) 59.91 Volatility 3.40% 4.19%
Employees 31700 Debt/Eq 1.01 Sales Y/Y TTM 15.76% Profit Margin 7.67% Recom 2.50 Target Price 138.59
Option/Short Yes / Yes LT Debt/Eq 0.84 EPS Q/Q 296.47% Payout 0.00% Rel Volume 0.49 Prev Close 128.42
Sales Surprise 1.67% EPS Surprise 4.87% Sales Q/Q 21.09% Earnings May 29 BMO Avg Volume 1.66M Price 129.49
SMA20 9.25% SMA50 4.65% SMA200 52.55% Trades
Volume 317,112 Change 0.83%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-07-24 Reiterated Telsey Advisory Group
Outperform
$140 → $152
Feb-28-24 Reiterated Telsey Advisory Group
Outperform
$105 → $140
Jan-09-24 Reiterated Telsey Advisory Group
Outperform
$95 → $105
Nov-22-23 Reiterated Telsey Advisory Group
Outperform
$74 → $83
Aug-25-23 Upgrade Morgan Stanley
Underweight → Equal-Weight
$18 → $51
Aug-24-23 Reiterated Telsey Advisory Group
Outperform
$47 → $56
Jun-12-23 Upgrade Argus
Hold → Buy
$41
Apr-12-23 Downgrade Argus
Buy → Hold
Jan-10-23 Resumed Morgan Stanley
Underweight
$16
May-23-22 Downgrade Citigroup
Buy → Neutral
$59 → $30
Mar-03-22 Reiterated Telsey Advisory Group
Outperform
$45 → $40
Jan-07-22 Downgrade UBS
Buy → Neutral
$68 → $37
Nov-30-21 Resumed Jefferies
Buy
$61
Jun-09-21 Upgrade Jefferies
Hold → Buy
$46 → $57
Jun-08-21 Upgrade Argus
Hold → Buy
$47
May-27-21 Reiterated Telsey Advisory Group
Outperform
$48 → $55
May-19-21 Reiterated Telsey Advisory Group
Outperform
$32 → $48
Apr-23-21 Resumed RBC Capital Mkts
Sector Perform
$35
Apr-07-21 Upgrade UBS
Neutral → Buy
Feb-24-21 Reiterated Telsey Advisory Group
Outperform
$28 → $32
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Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, EMEA and APAC. The Americas segment includes operations in North America and South America. The EMEA segment includes operations in Europe, the Middle East and Africa. The APAC segment includes operations in the Asia-Pacific region, including Asia and Oceania. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Horowitz Fran Chief Executive Officer Apr 18 '24 Sale 110.61 400,000 44,244,000 525,520 Apr 22 06:26 PM Scott Kristin A. President-Global Brands Mar 25 '24 Option Exercise 0.00 15,734 0 62,540 Mar 26 05:43 PM Rust Jay EVP Human Resources Mar 25 '24 Option Exercise 0.00 3,680 0 5,759 Mar 26 05:43 PM Lipesky Scott D. EVP, COO and CFO Mar 25 '24 Option Exercise 0.00 7,867 0 101,513 Mar 26 05:43 PM HENCHEL GREGORY J SVP, Gen Cnsl & Secy Mar 25 '24 Option Exercise 0.00 3,147 0 31,347 Mar 26 05:43 PM Horowitz Fran Chief Executive Officer Mar 25 '24 Option Exercise 0.00 35,793 0 823,137 Mar 26 05:43 PM Horowitz Fran Chief Executive Officer Mar 22 '24 Option Exercise 0.00 40,017 0 805,292 Mar 26 05:43 PM HENCHEL GREGORY J SVP, Gen Cnsl & Secy Mar 22 '24 Option Exercise 0.00 3,378 0 29,716 Mar 26 05:43 PM Lipesky Scott D. EVP, COO and CFO Mar 22 '24 Option Exercise 0.00 9,095 0 97,653 Mar 26 05:43 PM Rust Jay EVP Human Resources Mar 22 '24 Option Exercise 0.00 1,949 0 2,963 Mar 26 05:43 PM Scott Kristin A. President-Global Brands Mar 22 '24 Option Exercise 0.00 15,591 0 53,799 Mar 26 05:43 PM Desai Samir EVP;Chief Digital&Tech Officer Mar 22 '24 Option Exercise 0.00 7,016 0 26,327 Mar 26 05:43 PM Scott Kristin A. President-Global Brands Mar 08 '24 Sale 126.15 120,000 15,138,427 38,208 Mar 11 08:44 PM Lipesky Scott D. EVP, COO and CFO Mar 08 '24 Sale 127.95 35,000 4,478,250 88,558 Mar 11 08:44 PM HENCHEL GREGORY J SVP, Gen Cnsl & Secy Mar 08 '24 Sale 121.02 35,000 4,235,753 26,338 Mar 11 08:44 PM GOLDMAN JAMES A Director Mar 08 '24 Sale 126.91 10,000 1,269,095 11,685 Mar 11 08:44 PM TRAVIS NIGEL Director Mar 08 '24 Sale 128.64 3,615 465,034 27,555 Mar 11 08:45 PM ANDERSON KERRII B Director Mar 08 '24 Sale 127.33 3,000 382,004 45,878 Mar 11 08:55 PM Robinson Kenneth B. Director Mar 08 '24 Sale 125.79 1,000 125,790 8,180 Mar 11 08:45 PM Rust Jay EVP Human Resources Mar 08 '24 Sale 125.41 786 98,572 1,014 Mar 11 08:45 PM Lipesky Scott D. EVP, COO and CFO Mar 07 '24 Option Exercise 0.00 11,753 0 128,740 Mar 11 08:44 PM Scott Kristin A. President-Global Brands Mar 07 '24 Option Exercise 0.00 17,630 0 166,115 Mar 11 08:44 PM Rust Jay EVP Human Resources Mar 07 '24 Option Exercise 0.00 2,938 0 3,161 Mar 11 08:45 PM Desai Samir EVP;Chief Digital&Tech Officer Mar 07 '24 Option Exercise 0.00 11,753 0 25,138 Mar 11 08:45 PM Horowitz Fran Chief Executive Officer Mar 07 '24 Option Exercise 0.00 48,484 0 787,021 Mar 11 08:45 PM HENCHEL GREGORY J SVP, Gen Cnsl & Secy Mar 07 '24 Option Exercise 0.00 4,114 0 63,200 Mar 11 08:44 PM Scott Kristin A. President-Global Brands Jan 08 '24 Sale 96.25 80,000 7,700,000 148,485 Jan 09 05:21 PM Lipesky Scott D. EVP, COO and CFO Jan 08 '24 Sale 96.24 50,000 4,812,000 116,987 Jan 09 05:21 PM Gallagher Sarah M. Director Nov 22 '23 Sale 74.36 13,225 983,371 2,800 Nov 27 03:06 PM Desai Samir EVP;Chief Digital&Tech Officer Nov 22 '23 Sale 73.29 9,744 714,138 13,385 Nov 27 03:06 PM Rust Jay EVP Human Resources Nov 22 '23 Sale 72.99 222 16,204 223 Nov 27 03:06 PM Rust Jay EVP Human Resources Oct 16 '23 Option Exercise 0.00 639 0 639 Oct 17 07:05 PM Horowitz Fran Chief Executive Officer Oct 13 '23 Option Exercise 24.15 92,051 2,222,933 799,777 Oct 17 05:37 PM HENCHEL GREGORY J SVP, Gen Cnsl & Secy Aug 28 '23 Option Exercise 0.00 41,972 0 77,903 Aug 30 04:27 PM Horowitz Fran Chief Executive Officer Aug 28 '23 Option Exercise 0.00 25,048 0 718,961 Aug 30 04:27 PM Lipesky Scott D. EVP, COO and CFO Aug 28 '23 Option Exercise 0.00 125,238 0 222,156 Aug 30 04:27 PM Scott Kristin A. President-Global Brands Aug 28 '23 Option Exercise 0.00 170,594 0 304,997 Aug 30 04:28 PM Scott Kristin A. President-Global Brands Aug 24 '23 Sale 51.12 143,249 7,322,677 134,403 Aug 25 06:36 PM HENCHEL GREGORY J SVP, Gen Cnsl & Secy Aug 24 '23 Sale 51.05 27,910 1,424,741 35,931 Aug 25 06:36 PM Rust Jay EVP Human Resources Aug 24 '23 Sale 51.80 2,385 123,553 0 Aug 25 06:37 PM Robinson Kenneth B. Director Aug 24 '23 Sale 51.84 2,000 103,690 9,180 Aug 25 06:37 PM Horowitz Fran Chief Executive Officer Aug 23 '23 Sale 50.79 60,000 3,047,400 693,913 Aug 25 05:55 PM Lipesky Scott D. EVP, COO and CFO Aug 23 '23 Sale 48.58 25,000 1,214,500 96,918 Aug 25 05:55 PM Desai Samir EVP;Chief Digital&Tech Officer Aug 18 '23 Option Exercise 0.00 14,754 0 29,132 Aug 30 04:28 PM Horowitz Fran Chief Executive Officer Aug 10 '23 Sale 40.26 21,711 874,085 753,913 Aug 11 03:46 PM Horowitz Fran Chief Executive Officer Aug 09 '23 Sale 40.07 17,883 716,572 775,624 Aug 11 03:46 PM Horowitz Fran Chief Executive Officer Jul 31 '23 Sale 40.08 4,521 181,202 793,507 Aug 01 05:14 PM Horowitz Fran Chief Executive Officer Jul 28 '23 Sale 40.05 15,885 636,194 798,028 Aug 01 05:14 PM Lipesky Scott D. EVP, COO and CFO Jul 28 '23 Sale 40.00 10,000 400,000 121,918 Aug 01 05:14 PM Horowitz Fran Chief Executive Officer Jul 26 '23 Sale 38.39 60,000 2,303,400 813,913 Jul 27 06:54 PM Lipesky Scott D. EVP, COO and CFO Jul 26 '23 Sale 38.00 7,500 285,000 131,918 Jul 27 06:54 PM Horowitz Fran Chief Executive Officer Jul 17 '23 Sale 36.90 48,760 1,799,244 873,913 Jul 19 04:18 PM Horowitz Fran Chief Executive Officer Jul 12 '23 Sale 36.07 10,338 372,892 922,673 Jul 13 05:47 PM Lipesky Scott D. EVP, COO and CFO Jul 11 '23 Sale 36.00 7,500 270,000 139,418 Jul 13 05:47 PM Horowitz Fran Chief Executive Officer Jul 11 '23 Sale 36.02 902 32,490 933,011 Jul 13 05:47 PM Horowitz Fran Chief Executive Officer Jul 10 '23 Sale 35.42 120,000 4,250,400 933,913 Jul 12 06:04 PM TRAVIS NIGEL Director Jun 08 '23 Option Exercise 0.00 8,979 0 41,009 Jun 12 04:10 PM McCluskey Helen Director Jun 08 '23 Option Exercise 0.00 7,565 0 36,678 Jun 12 04:10 PM Robinson Kenneth B. Director Jun 08 '23 Option Exercise 0.00 7,565 0 11,180 Jun 12 04:10 PM ANDERSON KERRII B Director Jun 08 '23 Option Exercise 0.00 7,565 0 48,878 Jun 12 04:10 PM BURMAN TERRY LEE Director Jun 08 '23 Option Exercise 0.00 7,565 0 46,498 Jun 12 04:10 PM GOLDMAN JAMES A Director Jun 08 '23 Option Exercise 0.00 7,565 0 24,385 Jun 12 04:10 PM GREENLEES MICHAEL E Director Jun 08 '23 Option Exercise 0.00 7,565 0 7,565 Jun 12 04:10 PM
Index RUT P/E - EPS (ttm) -2.42 Insider Own 28.66% Shs Outstand 45.92M Perf Week 1.56%
Market Cap 611.89M Forward P/E - EPS next Y -2.60 Insider Trans -20.03% Shs Float 37.18M Perf Month -8.64%
Income -108.53M PEG - EPS next Q -0.55 Inst Own 58.42% Short Float 14.88% Perf Quarter 170.51%
Sales 7.84M P/S 78.05 EPS this Y 4.34% Inst Trans -1.95% Short Ratio 4.26 Perf Half Y 172.39%
Book/sh 3.02 P/B 3.89 EPS next Y -14.23% ROA -44.57% Short Interest 5.53M Perf Year -2.49%
Cash/sh 3.43 P/C 3.43 EPS next 5Y - ROE -61.29% 52W Range 3.35 - 16.40 Perf YTD 123.19%
Dividend Est. - P/FCF - EPS past 5Y -44.06% ROI -75.12% 52W High -28.41% Beta 0.82
Dividend TTM - Quick Ratio 5.42 Sales past 5Y -5.84% Gross Margin 40.15% 52W Low 250.45% ATR (14) 0.98
Dividend Ex-Date - Current Ratio 5.42 EPS Y/Y TTM 2.14% Oper. Margin -1509.93% RSI (14) 53.17 Volatility 6.66% 8.01%
Employees 110 Debt/Eq 0.05 Sales Y/Y TTM -46.11% Profit Margin -1383.40% Recom 1.22 Target Price 22.14
Option/Short Yes / Yes LT Debt/Eq 0.03 EPS Q/Q -7.60% Payout - Rel Volume 0.18 Prev Close 11.94
Sales Surprise 29.31% EPS Surprise 6.54% Sales Q/Q -18.17% Earnings May 06 BMO Avg Volume 1.30M Price 11.74
SMA20 -1.90% SMA50 15.97% SMA200 90.11% Trades
Volume 91,442 Change -1.68%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-26-24 Upgrade TD Cowen
Market Perform → Outperform
Nov-20-23 Resumed JP Morgan
Neutral
Jul-25-23 Downgrade TD Cowen
Outperform → Market Perform
May-01-23 Upgrade BofA Securities
Underperform → Neutral
$9 → $12
Apr-26-23 Resumed Canaccord Genuity
Buy
$24
Jan-06-23 Downgrade BofA Securities
Buy → Underperform
$22 → $9
Oct-24-22 Upgrade SVB Leerink
Mkt Perform → Outperform
$30
Jan-31-22 Initiated Jefferies
Buy
$50
Dec-03-21 Initiated BofA Securities
Buy
$43
Nov-22-21 Upgrade JP Morgan
Neutral → Overweight
$41
May-18-21 Initiated UBS
Neutral
$35
May-10-21 Upgrade Wedbush
Neutral → Outperform
Apr-26-21 Resumed Credit Suisse
Outperform
$58
Feb-10-21 Downgrade Wedbush
Outperform → Neutral
Dec-15-20 Resumed H.C. Wainwright
Buy
$70
Dec-11-20 Reiterated Needham
Buy
$48 → $56
Oct-23-20 Initiated Cantor Fitzgerald
Overweight
$49
Sep-29-20 Resumed JP Morgan
Neutral
$34
Sep-29-20 Initiated Needham
Buy
$42
Dec-18-19 Initiated Wedbush
Outperform
$31
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07:30AM
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Stoke Therapeutics, Inc. is a biotechnology company, which engages in the research and development of treatments for genetic diseases. It offers a wide range of relevant tissues including the central nervous system, eye, kidney, and liver. The company was founded by Isabel Aznarez and Adrian R. Krainer in June 2014 and is headquartered in Bedford, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Ticho Barry CHIEF MEDICAL OFFICER May 01 '24 Option Exercise 0.60 10,000 6,000 12,485 May 03 04:24 PM Ticho Barry CHIEF MEDICAL OFFICER May 01 '24 Sale 11.37 10,000 113,653 2,485 May 03 04:24 PM Skorpios Trust 10% Owner Apr 17 '24 Sale 11.60 3,600,000 41,760,000 10,843,681 Apr 18 04:16 PM Nash Huw M. COO & CBO Apr 01 '24 Option Exercise 0.40 50,000 20,000 61,329 Apr 03 04:19 PM Ticho Barry CHIEF MEDICAL OFFICER Apr 01 '24 Option Exercise 0.60 442 265 11,911 Apr 03 04:21 PM Nash Huw M. COO & CBO Apr 01 '24 Sale 13.23 61,329 811,212 0 Apr 03 04:19 PM Ticho Barry CHIEF MEDICAL OFFICER Apr 01 '24 Sale 13.23 9,426 124,684 2,485 Apr 03 04:21 PM Allan Jonathan GENERAL COUNSEL & CORP SEC Mar 28 '24 Sale 13.20 5,126 67,668 2,598 Apr 01 04:14 PM Kaye Edward M. MD CEO Mar 19 '24 Sale 6.10 11,150 67,999 69,350 Mar 19 08:30 PM Ticho Barry CHIEF MEDICAL OFFICER Mar 19 '24 Sale 6.10 4,116 25,102 11,469 Mar 19 08:34 PM Nash Huw M. COO & CBO Mar 19 '24 Sale 6.10 4,116 25,102 11,329 Mar 19 08:31 PM Tulipano Stephen J CFO Mar 19 '24 Sale 6.10 4,116 25,102 20,746 Mar 19 08:36 PM Allan Jonathan GENERAL COUNSEL & CORP SEC Mar 19 '24 Sale 6.10 2,349 14,326 7,724 Mar 19 08:29 PM Ticho Barry CHIEF MEDICAL OFFICER Mar 15 '24 Option Exercise 0.00 13,100 0 15,585 Mar 19 08:34 PM Tulipano Stephen J CFO Mar 15 '24 Option Exercise 0.00 13,100 0 24,862 Mar 19 08:36 PM Nash Huw M. COO & CBO Mar 15 '24 Option Exercise 0.00 13,100 0 15,445 Mar 19 08:31 PM Kaye Edward M. MD CEO Mar 15 '24 Option Exercise 0.00 35,500 0 80,500 Mar 19 08:30 PM Allan Jonathan GENERAL COUNSEL & CORP SEC Mar 15 '24 Option Exercise 0.00 7,475 0 10,073 Mar 19 08:29 PM Ticho Barry CHIEF MEDICAL OFFICER Mar 01 '24 Option Exercise 0.60 5,504 3,302 12,485 Mar 05 04:21 PM Ticho Barry CHIEF MEDICAL OFFICER Mar 01 '24 Sale 7.75 10,000 77,469 2,485 Mar 05 04:21 PM TZIANABOS ARTHUR Director Feb 13 '24 Option Exercise 2.19 31,739 69,508 31,739 Feb 15 04:17 PM Ticho Barry CHIEF MEDICAL OFFICER Feb 01 '24 Sale 4.80 10,000 47,991 6,981 Feb 05 04:32 PM Ticho Barry Chief Medical Officer Jan 02 '24 Sale 5.74 10,000 57,352 16,981 Jan 04 04:38 PM Ticho Barry Chief Medical Officer Jul 03 '23 Sale 10.60 15,000 158,973 25,895 Jul 06 05:20 PM Allan Jonathan General Counsel & Corp Sec Jun 21 '23 Sale 13.48 1,948 26,252 0 Jun 23 04:45 PM Ticho Barry Chief Medical Officer Jun 01 '23 Sale 11.13 15,000 166,964 40,895 Jun 05 07:31 PM
Index NDX, S&P 500 P/E 39.77 EPS (ttm) 1.40 Insider Own 9.15% Shs Outstand 957.34M Perf Week 2.05%
Market Cap 53.41B Forward P/E 34.27 EPS next Y 1.62 Insider Trans -1.57% Shs Float 873.52M Perf Month -2.00%
Income 1.36B PEG 1.78 EPS next Q 0.39 Inst Own 82.05% Short Float 1.57% Perf Quarter 9.25%
Sales 4.06B P/S 13.16 EPS this Y 14.29% Inst Trans -0.05% Short Ratio 2.93 Perf Half Y 21.01%
Book/sh 7.06 P/B 7.87 EPS next Y 12.59% ROA 20.05% Short Interest 13.74M Perf Year 39.90%
Cash/sh 2.78 P/C 20.02 EPS next 5Y 22.30% ROE 22.60% 52W Range 39.28 - 58.58 Perf YTD 13.38%
Dividend Est. - P/FCF 62.38 EPS past 5Y 24.28% ROI 19.71% 52W High -5.16% Beta 1.28
Dividend TTM - Quick Ratio 6.78 Sales past 5Y 16.75% Gross Margin 44.77% 52W Low 41.45% ATR (14) 0.95
Dividend Ex-Date - Current Ratio 6.86 EPS Y/Y TTM 24.68% Oper. Margin 39.03% RSI (14) 53.62 Volatility 1.54% 1.77%
Employees 10200 Debt/Eq 0.02 Sales Y/Y TTM 10.52% Profit Margin 33.41% Recom 2.33 Target Price 55.92
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 9.79% Payout 0.00% Rel Volume 0.32 Prev Close 55.93
Sales Surprise -0.78% EPS Surprise -4.26% Sales Q/Q 6.63% Earnings Feb 22 AMC Avg Volume 4.70M Price 55.56
SMA20 1.39% SMA50 0.23% SMA200 13.74% Trades
Volume 588,112 Change -0.67%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-27-24 Resumed JP Morgan
Neutral
$48
Dec-04-23 Initiated HSBC Securities
Hold
$51
Sep-08-23 Initiated Argus
Buy
$53
May-01-23 Downgrade Northcoast
Buy → Neutral
Feb-12-21 Upgrade Stephens
Equal-Weight → Overweight
$122 → $140
Feb-05-21 Upgrade Northcoast
Neutral → Buy
Dec-07-20 Initiated Exane BNP Paribas
Outperform
Aug-19-20 Downgrade Northcoast
Buy → Neutral
Apr-23-20 Upgrade JP Morgan
Underweight → Neutral
$65
Apr-09-20 Upgrade Jefferies
Hold → Buy
$100 → $84
Mar-23-20 Upgrade Northcoast
Neutral → Buy
Oct-18-19 Upgrade Guggenheim
Neutral → Buy
$93
May-17-19 Downgrade Guggenheim
Buy → Neutral
Sep-21-18 Downgrade JP Morgan
Neutral → Underweight
$47
Sep-20-18 Upgrade Gabelli & Co
Hold → Buy
May-18-18 Downgrade Stephens
Overweight → Equal-Weight
Mar-23-18 Initiated SunTrust
Buy
Feb-12-18 Upgrade Stephens
Equal-Weight → Overweight
Nov-24-17 Reiterated JP Morgan
Neutral
$35 → $41
Nov-24-17 Reiterated Gabelli & Co
Hold
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Nov-14-23 06:49AM
Nov-13-23 09:40AM
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Nov-10-23 10:28PM
06:51PM
03:29PM
(Investor's Business Daily)
Nov-09-23 08:56AM
01:15AM
Nov-06-23 05:50PM
Oct-31-23 04:46AM
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Oct-26-23 06:00PM
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Oct-19-23 06:00PM
Oct-18-23 05:36AM
Oct-17-23 03:31PM
01:24PM
(Investor's Business Daily)
12:12PM
Oct-13-23 06:07PM
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Copart, Inc. engages in the provision of online auctions and vehicle remarketing services. It provides vehicle sellers with a full range of services to process and sell vehicles primarily over the internet through Virtual Bidding Third Generation Internet auction-style sales technology. The firm sells the vehicles principally to licensed vehicle dismantlers, rebuilders, repair licensees, used vehicle dealers, and exporters and at certain locations, as well as to the general public. The company's services include online seller access, salvage estimation services, estimating services, end-of-life vehicle processing, virtual insured exchange, transportation services, vehicle inspection stations, on-demand reporting, DMV processing, and vehicle processing programs. It operates through the United States and International segments. Copart was founded by Willis J. Johnson in 1982 and is headquartered in Dallas, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ADAIR A JAYSON Executive Chairman Mar 28 '24 Sale 57.77 600,000 34,662,000 19,687,980 Apr 01 05:49 PM TRYFOROS THOMAS N Director Mar 13 '24 Option Exercise 4.55 320,000 1,456,000 320,000 Mar 15 09:52 AM TRYFOROS THOMAS N Director Mar 13 '24 Sale 55.27 285,000 15,751,950 35,000 Mar 15 09:52 AM Blunt Matt Director Feb 26 '24 Option Exercise 25.08 100,000 2,508,375 100,000 Feb 28 05:08 PM Blunt Matt Director Feb 26 '24 Sale 51.06 100,000 5,106,000 0 Feb 28 05:08 PM Englander Daniel J Director Jan 03 '24 Option Exercise 4.56 320,000 1,459,200 320,000 Jan 05 04:06 PM Englander Daniel J Director Jan 03 '24 Sale 47.04 320,000 15,052,800 0 Jan 05 04:06 PM JOHNSON WILLIS J Chairman of the Board Dec 01 '23 Sale 49.83 100,765 5,021,120 50,681,963 Dec 05 05:02 PM FISHER STEPHEN Director Oct 09 '23 Option Exercise 31.17 160,000 4,986,550 160,000 Oct 11 04:36 PM FISHER STEPHEN Director Oct 09 '23 Sale 45.69 160,000 7,310,400 0 Oct 11 04:36 PM Blunt Matt Director Oct 03 '23 Option Exercise 22.15 49,435 1,094,985 49,435 Oct 05 04:17 PM Blunt Matt Director Oct 03 '23 Sale 43.11 49,435 2,131,143 0 Oct 05 04:17 PM ADAIR A JAYSON co-Chief Executive Officer Jul 07 '23 Sale 88.32 300,000 26,496,000 10,147,030 Jul 11 06:16 PM JOHNSON WILLIS J Chairman of the Board Jun 27 '23 Option Exercise 15.78 660,000 10,413,700 2,433,832 Jun 29 05:48 PM JOHNSON WILLIS J Chairman of the Board Jun 27 '23 Sale 89.07 660,000 58,786,200 1,773,832 Jun 29 05:48 PM COHAN STEVEN D Director May 30 '23 Option Exercise 21.98 80,000 1,758,400 80,000 Jun 01 04:50 PM COHAN STEVEN D Director May 30 '23 Sale 88.62 80,000 7,089,600 0 Jun 01 04:50 PM FISHER STEPHEN Director May 23 '23 Option Exercise 38.76 50,000 1,938,000 50,000 May 24 04:26 PM FISHER STEPHEN Director May 23 '23 Sale 87.06 50,000 4,353,026 0 May 24 04:26 PM MEEKS JAMES E Director May 22 '23 Option Exercise 13.96 160,000 2,233,600 160,000 May 24 03:28 PM MEEKS JAMES E Director May 22 '23 Sale 89.27 160,000 14,283,200 0 May 24 03:28 PM TRYFOROS THOMAS N Director May 19 '23 Option Exercise 17.81 160,000 2,849,600 160,000 May 23 01:39 PM TRYFOROS THOMAS N Director May 19 '23 Sale 88.39 143,100 12,648,609 16,900 May 23 01:39 PM
Index - P/E - EPS (ttm) - Insider Own 88.43% Shs Outstand 150.15M Perf Week -0.24%
Market Cap 3.73B Forward P/E 13.54 EPS next Y 1.83 Insider Trans -2.36% Shs Float 17.37M Perf Month -
Income - PEG - EPS next Q - Inst Own - Short Float 0.93% Perf Quarter -
Sales - P/S - EPS this Y 67.13% Inst Trans - Short Ratio 0.17 Perf Half Y -
Book/sh - P/B - EPS next Y 26.80% ROA - Short Interest 0.16M Perf Year -
Cash/sh - P/C - EPS next 5Y - ROE - 52W Range 22.61 - 25.72 Perf YTD 7.91%
Dividend Est. - P/FCF - EPS past 5Y - ROI - 52W High -3.50% Beta -
Dividend TTM - Quick Ratio - Sales past 5Y 68.04% Gross Margin - 52W Low 9.77% ATR (14) 1.00
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM - Oper. Margin - RSI (14) - Volatility 3.47% -
Employees 32433 Debt/Eq - Sales Y/Y TTM - Profit Margin - Recom 1.00 Target Price 30.50
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q - Payout - Rel Volume 0.09 Prev Close 24.99
Sales Surprise - EPS Surprise - Sales Q/Q - Earnings - Avg Volume 965.34K Price 24.82
SMA20 2.51% SMA50 2.51% SMA200 2.51% Trades
Volume 33,710 Change -0.68%
Date
Action
Analyst
Rating Change
Price Target Change
May-06-24 Initiated Truist
Buy
$32
May-06-24 Initiated Stephens
Overweight
$31
May-06-24 Initiated RBC Capital Mkts
Outperform
$30
May-06-24 Initiated Oppenheimer
Outperform
$31
May-06-24 Initiated JP Morgan
Overweight
$27
May-06-24 Initiated Citigroup
Buy
$32
May-06-24 07:14PM
Apr-15-24 07:54PM
Apr-10-24 11:36PM
11:25PM
PACS Group, Inc. is a post-acute healthcare company, primarily focuses on delivering skilled nursing care through a portfolio of independently operated facilities. It also provides senior care, assisted living, and independent living options in some communities. The company provides services under brand name is :Pacs post acute, Pacs serives, Pacs properties and Pacs ventures. PACS Group was founded by Jason Murray and Mark Hancock on January 1, 2013 and is headquartered in Farmington, UT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Murray Jason Hulse Co-Founder, CEO & Chairman Apr 15 '24 Sale 21.00 1,607,142 33,749,982 62,754,551 Apr 15 04:02 PM Hancock Mark Co-Founder & Exec. Vice Chair. Apr 15 '24 Sale 21.00 1,607,142 33,749,982 62,754,551 Apr 15 04:02 PM
Index DJIA, NDX, S&P 500 P/E 28.32 EPS (ttm) 6.43 Insider Own 0.09% Shs Outstand 15.55B Perf Week 7.58%
Market Cap 2792.80B Forward P/E 25.37 EPS next Y 7.18 Insider Trans -4.51% Shs Float 15.32B Perf Month 7.34%
Income 100.39B PEG 2.57 EPS next Q 1.33 Inst Own 62.26% Short Float 0.67% Perf Quarter -3.84%
Sales 381.62B P/S 7.32 EPS this Y 7.38% Inst Trans -0.48% Short Ratio 1.59 Perf Half Y 1.62%
Book/sh 4.84 P/B 37.65 EPS next Y 9.07% ROA 29.99% Short Interest 101.91M Perf Year 4.97%
Cash/sh 4.38 P/C 41.59 EPS next 5Y 11.00% ROE 147.25% 52W Range 164.07 - 199.62 Perf YTD -5.40%
Dividend Est. 0.99 (0.54%) P/FCF 27.40 EPS past 5Y 15.55% ROI 60.47% 52W High -8.76% Beta 1.24
Dividend TTM 0.96 (0.53%) Quick Ratio 0.99 Sales past 5Y 8.34% Gross Margin 45.59% 52W Low 11.00% ATR (14) 3.96
Dividend Ex-Date May 10, 2024 Current Ratio 1.04 EPS Y/Y TTM 9.23% Oper. Margin 30.98% RSI (14) 63.96 Volatility 2.01% 1.95%
Employees 161000 Debt/Eq 1.41 Sales Y/Y TTM -0.90% Profit Margin 26.31% Recom 2.00 Target Price 201.40
Option/Short Yes / Yes LT Debt/Eq 1.24 EPS Q/Q 0.25% Payout 15.32% Rel Volume 0.66 Prev Close 182.40
Sales Surprise 0.43% EPS Surprise 1.65% Sales Q/Q -4.31% Earnings May 02 AMC Avg Volume 64.04M Price 182.13
SMA20 6.01% SMA50 5.65% SMA200 0.58% Trades
Volume 16,379,177 Change -0.15%
Date
Action
Analyst
Rating Change
Price Target Change
May-03-24 Upgrade Itau BBA
Underperform → Market Perform
$162 → $188
May-03-24 Reiterated Monness Crespi & Hardt
Buy
$200 → $205
Apr-29-24 Upgrade Bernstein
Mkt Perform → Outperform
$195
Apr-17-24 Initiated Maxim Group
Hold
$178
Apr-11-24 Reiterated JP Morgan
Overweight
$215 → $210
Mar-28-24 Downgrade DZ Bank
Buy → Hold
$180
Feb-02-24 Reiterated Piper Sandler
Neutral
$205 → $190
Feb-02-24 Reiterated Monness Crespi & Hardt
Buy
$189 → $200
Feb-02-24 Reiterated JP Morgan
Overweight
$225 → $215
Feb-02-24 Reiterated Goldman
Buy
$223 → $232
Feb-02-24 Reiterated Barclays
Underweight
$160 → $158
Jan-29-24 Reiterated Robert W. Baird
Outperform
$186 → $200
Jan-18-24 Upgrade BofA Securities
Neutral → Buy
$208 → $225
Jan-10-24 Downgrade Redburn Atlantic
Buy → Neutral
$200
Jan-04-24 Downgrade Piper Sandler
Overweight → Neutral
$220 → $205
Jan-03-24 Resumed DA Davidson
Neutral
$166
Jan-02-24 Downgrade Barclays
Equal Weight → Underweight
$161 → $160
Dec-22-23 Reiterated Needham
Buy
$195 → $220
Oct-31-23 Reiterated Jefferies
Buy
$220 → $195
Oct-16-23 Reiterated Morgan Stanley
Overweight
$215 → $210
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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
WILLIAMS JEFFREY E COO Apr 11 '24 Sale 172.22 59,162 10,188,880 489,944 Apr 15 06:31 PM Maestri Luca Senior Vice President, CFO Apr 11 '24 Sale 174.12 53,194 9,261,933 107,788 Apr 15 06:30 PM COOK TIMOTHY D Chief Executive Officer Apr 02 '24 Sale 168.62 97,227 16,394,529 3,280,180 Apr 03 06:31 PM O'BRIEN DEIRDRE Senior Vice President Apr 02 '24 Sale 168.91 54,732 9,244,782 136,572 Apr 03 06:33 PM Adams Katherine L. SVP, GC and Secretary Apr 02 '24 Sale 168.90 54,732 9,244,235 293,393 Apr 03 06:30 PM COOK TIMOTHY D Chief Executive Officer Apr 01 '24 Sale 170.03 99,183 16,864,085 3,377,407 Apr 03 06:31 PM LEVINSON ARTHUR D Director Feb 29 '24 Sale 180.94 100,000 18,094,000 4,434,576 Mar 01 06:34 PM KONDO CHRIS Principal Accounting Officer Nov 29 '23 Sale 192.00 5,513 1,058,496 29,174 Dec 01 06:32 PM Adams Katherine L. SVP, GC and Secretary Nov 17 '23 Sale 188.79 123,448 23,305,748 0 Nov 20 06:31 PM KONDO CHRIS Principal Accounting Officer Nov 10 '23 Sale 184.04 4,806 884,496 34,687 Nov 14 06:31 PM Maestri Luca Senior Vice President, CFO Oct 09 '23 Sale 178.69 31,685 5,661,923 107,661 Oct 10 06:30 PM WILLIAMS JEFFREY E COO Oct 06 '23 Sale 177.00 69,785 12,351,945 489,817 Oct 10 06:31 PM Maestri Luca Senior Vice President, CFO Oct 06 '23 Sale 177.89 32,010 5,694,259 139,346 Oct 10 06:30 PM COOK TIMOTHY D Chief Executive Officer Oct 03 '23 Sale 172.50 240,569 41,498,284 3,280,053 Oct 03 09:04 PM O'BRIEN DEIRDRE Senior Vice President Oct 03 '23 Sale 172.11 65,536 11,279,673 136,445 Oct 03 09:08 PM Adams Katherine L. SVP, GC and Secretary Oct 03 '23 Sale 172.09 65,536 11,278,365 416,714 Oct 03 09:02 PM O'BRIEN DEIRDRE Senior Vice President Aug 07 '23 Sale 178.56 15,419 2,753,217 136,445 Aug 08 06:30 PM
Index DJIA, S&P 500 P/E 11.64 EPS (ttm) 16.56 Insider Own 0.53% Shs Outstand 2.88B Perf Week 0.50%
Market Cap 553.69B Forward P/E 11.62 EPS next Y 16.60 Insider Trans -7.20% Shs Float 2.86B Perf Month -2.20%
Income 48.51B PEG 9.70 EPS next Q 4.11 Inst Own 73.41% Short Float 0.70% Perf Quarter 9.91%
Sales 252.78B P/S 2.19 EPS this Y -0.03% Inst Trans 0.11% Short Ratio 2.26 Perf Half Y 33.82%
Book/sh 106.81 P/B 1.81 EPS next Y 2.28% ROA 1.28% Short Interest 19.89M Perf Year 40.67%
Cash/sh - P/C - EPS next 5Y 1.20% ROE 15.65% 52W Range 133.13 - 200.94 Perf YTD 13.35%
Dividend Est. 4.67 (2.42%) P/FCF 3.94 EPS past 5Y 12.53% ROI 6.31% 52W High -4.05% Beta 1.11
Dividend TTM 4.25 (2.20%) Quick Ratio - Sales past 5Y 14.88% Gross Margin - 52W Low 44.83% ATR (14) 3.14
Dividend Ex-Date Apr 04, 2024 Current Ratio 1.53 EPS Y/Y TTM 22.17% Oper. Margin 25.14% RSI (14) 54.69 Volatility 1.62% 1.79%
Employees 309926 Debt/Eq 2.39 Sales Y/Y TTM 40.48% Profit Margin 19.19% Recom 1.71 Target Price 210.69
Option/Short Yes / Yes LT Debt/Eq 1.29 EPS Q/Q 8.33% Payout 25.27% Rel Volume 0.73 Prev Close 191.75
Sales Surprise 0.59% EPS Surprise 6.43% Sales Q/Q 18.17% Earnings Apr 12 BMO Avg Volume 8.78M Price 192.81
SMA20 1.78% SMA50 0.73% SMA200 16.57% Trades
Volume 2,485,847 Change 0.55%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-09-24 Upgrade Deutsche Bank
Hold → Buy
$140 → $190
Dec-18-23 Upgrade Daiwa Securities
Outperform → Buy
Nov-02-23 Downgrade Odeon
Buy → Hold
$140
Sep-07-23 Initiated HSBC Securities
Hold
$159
Jul-12-23 Downgrade Citigroup
Buy → Neutral
$160
Jul-11-23 Upgrade Jefferies
Hold → Buy
$149 → $165
Jul-10-23 Downgrade Societe Generale
Buy → Hold
Jul-07-23 Upgrade Wolfe Research
Peer Perform → Outperform
$170
May-01-23 Upgrade Odeon
Hold → Buy
Mar-13-23 Upgrade Wells Fargo
Equal Weight → Overweight
$148 → $155
Jan-06-23 Downgrade Deutsche Bank
Buy → Hold
$145
Dec-08-22 Initiated Piper Sandler
Overweight
$150
Dec-06-22 Upgrade Morgan Stanley
Underweight → Overweight
$126 → $153
Jul-18-22 Upgrade Berenberg
Sell → Hold
$120
Jul-12-22 Upgrade Citigroup
Neutral → Buy
$145 → $135
May-24-22 Upgrade Societe Generale
Hold → Buy
May-03-22 Upgrade Oppenheimer
Perform → Outperform
$167
Feb-14-22 Downgrade Jefferies
Buy → Hold
$180 → $155
Jan-14-22 Downgrade Wells Fargo
Overweight → Equal Weight
Jan-05-22 Downgrade Societe Generale
Buy → Hold
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Provides investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Korablina Elena A Corporate Controller May 06 '24 Sale 190.91 21,829 4,167,359 6,484 May 06 05:55 PM DIMON JAMES Chairman & CEO Apr 15 '24 Sale 184.18 178,222 32,824,625 264,461 Apr 15 04:56 PM Beer Lori A Chief Information Officer Mar 25 '24 Option Exercise 0.00 23,707 0 68,703 Mar 27 04:17 PM Piepszak Jennifer Co-CEO CIB Mar 25 '24 Option Exercise 0.00 39,511 0 72,330 Mar 27 04:17 PM Friedman Stacey General Counsel Mar 25 '24 Option Exercise 0.00 39,511 0 98,967 Mar 27 04:17 PM Leopold Robin Head of Human Resources Mar 25 '24 Option Exercise 0.00 18,438 0 57,310 Mar 27 04:17 PM Pinto Daniel E President & COO Mar 25 '24 Option Exercise 0.00 102,206 0 697,938 Mar 27 04:17 PM BACON ASHLEY Chief Risk Officer Mar 25 '24 Option Exercise 0.00 41,266 0 243,359 Mar 27 04:16 PM DIMON JAMES Chairman & CEO Mar 25 '24 Option Exercise 0.00 292,667 0 604,528 Mar 27 04:16 PM Erdoes Mary E. CEO Asset & Wealth Management Mar 25 '24 Option Exercise 0.00 71,119 0 641,122 Mar 27 04:16 PM Rohrbaugh Troy L Co-CEO CIB Mar 25 '24 Option Exercise 0.00 71,119 0 237,408 Mar 27 04:17 PM Lake Marianne CEO CCB Mar 25 '24 Option Exercise 0.00 52,504 0 123,851 Mar 27 04:17 PM Beer Lori A Chief Information Officer Mar 25 '24 Sale 195.36 3,920 765,805 64,783 Mar 27 04:17 PM DIMON JAMES Chairman & CEO Feb 22 '24 Sale 182.73 821,778 150,167,221 595,316 Feb 22 05:51 PM Rohrbaugh Troy L Co-CEO Comm. & Invest. Bank Feb 22 '24 Sale 182.74 75,000 13,705,155 166,289 Feb 22 06:51 PM Friedman Stacey General Counsel Feb 22 '24 Sale 182.73 6,030 1,101,878 59,456 Feb 22 06:51 PM Beer Lori A Chief Information Officer Feb 22 '24 Sale 182.74 3,920 716,356 44,996 Feb 22 06:51 PM Erdoes Mary E. CEO Asset & Wealth Management Feb 16 '24 Sale 178.99 4,814 861,665 570,003 Feb 16 07:36 PM Lake Marianne CEO CCB Feb 16 '24 Sale 178.97 4,459 798,039 71,347 Feb 16 07:36 PM BACON ASHLEY Chief Risk Officer Feb 16 '24 Sale 179.00 3,368 602,857 202,093 Feb 16 07:35 PM Petno Douglas B CEO Commercial Banking Feb 16 '24 Sale 178.99 3,266 584,586 289,773 Feb 16 07:36 PM Scher Peter Vice Chairman Feb 16 '24 Sale 178.96 1,810 323,915 44,956 Feb 16 07:36 PM Piepszak Jennifer Co-CEO CIB Feb 16 '24 Sale 178.96 1,648 294,918 32,819 Feb 16 07:36 PM Erdoes Mary E. CEO Asset & Wealth Management Jan 16 '24 Sale 166.73 4,814 802,618 574,817 Jan 16 07:10 PM Lake Marianne Co-CEO CCB Jan 16 '24 Sale 166.72 4,459 743,422 64,996 Jan 16 07:10 PM BACON ASHLEY Chief Risk Officer Jan 16 '24 Sale 166.73 3,368 561,551 205,461 Jan 16 07:10 PM Petno Douglas B CEO Commercial Banking Jan 16 '24 Sale 166.70 3,267 544,596 295,914 Jan 16 07:10 PM Scher Peter Vice Chairman Jan 16 '24 Sale 166.65 1,812 301,971 46,766 Jan 16 07:10 PM Piepszak Jennifer Co-CEO CCB Jan 16 '24 Sale 166.59 1,649 274,709 34,467 Jan 16 07:10 PM Pinto Daniel E President & COO, CEO CIB Jan 13 '24 Option Exercise 0.00 68,330 0 634,995 Jan 16 07:11 PM Friedman Stacey General Counsel Jan 13 '24 Option Exercise 0.00 25,095 0 78,520 Jan 16 07:10 PM Beer Lori A Chief Information Officer Jan 13 '24 Option Exercise 0.00 15,351 0 56,547 Jan 16 07:10 PM Leopold Robin Head of Human Resources Jan 13 '24 Option Exercise 0.00 12,755 0 44,390 Jan 16 07:10 PM Korablina Elena A Corporate Controller Jan 13 '24 Option Exercise 0.00 7,619 0 32,270 Jan 16 07:11 PM Piepszak Jennifer Co-CEO CCB Jan 13 '24 Option Exercise 0.00 27,543 0 50,469 Jan 16 07:10 PM Petno Douglas B CEO Commercial Banking Jan 13 '24 Option Exercise 0.00 27,205 0 313,318 Jan 16 07:10 PM Lake Marianne Co-CEO CCB Jan 13 '24 Option Exercise 0.00 31,528 0 86,040 Jan 16 07:10 PM Erdoes Mary E. CEO Asset & Wealth Management Jan 13 '24 Option Exercise 0.00 41,155 0 601,528 Jan 16 07:10 PM Scher Peter Vice Chairman Jan 13 '24 Option Exercise 0.00 12,590 0 53,923 Jan 16 07:10 PM Barnum Jeremy Chief Financial Officer Jan 13 '24 Option Exercise 0.00 17,911 0 43,815 Jan 16 07:10 PM BACON ASHLEY Chief Risk Officer Jan 13 '24 Option Exercise 0.00 25,634 0 220,990 Jan 16 07:10 PM Lake Marianne Co-CEO CCB Dec 12 '23 Sale 160.00 32,243 5,158,906 131,962 Dec 12 05:06 PM Korablina Elena A Corporate Controller Oct 25 '23 Option Exercise 0.00 1,706 0 25,620 Oct 26 04:34 PM Friedman Stacey General Counsel Sep 06 '23 Sale 144.86 4,310 624,335 53,425 Sep 06 06:17 PM Friedman Stacey General Counsel Aug 07 '23 Sale 157.16 4,310 677,343 57,735 Aug 08 04:20 PM Erdoes Mary E. CEO Asset & Wealth Management Jun 15 '23 Sale 142.15 8,118 1,154,002 560,373 Jun 15 05:31 PM Petno Douglas B CEO Commercial Banking Jun 15 '23 Sale 142.16 4,930 700,864 277,161 Jun 15 05:35 PM Scher Peter Vice Chairman Jun 15 '23 Sale 141.39 2,482 350,930 41,333 Jun 15 05:33 PM Piepszak Jennifer Co-CEO CCB Jun 12 '23 Sale 140.70 1,871 263,243 22,926 Jun 12 04:31 PM Scher Peter Vice Chairman May 19 '23 Sale 140.08 1,241 173,836 43,815 May 19 04:21 PM BACON ASHLEY Chief Risk Officer May 15 '23 Sale 135.00 16,766 2,263,462 195,356 May 16 04:34 PM Beer Lori A Chief Information Officer May 15 '23 Sale 135.00 15,926 2,150,066 41,196 May 16 04:34 PM Erdoes Mary E. CEO Asset & Wealth Management May 15 '23 Sale 134.81 8,119 1,094,483 568,491 May 16 04:34 PM Petno Douglas B CEO Commercial Banking May 15 '23 Sale 134.90 4,932 665,331 282,091 May 16 04:34 PM Scher Peter Vice Chairman May 15 '23 Sale 135.02 1,240 167,421 45,056 May 16 04:34 PM Pinto Daniel E President & COO, CEO CIB May 11 '23 Sale 135.93 113,640 15,446,790 566,665 May 11 06:32 PM Piepszak Jennifer Co-CEO CCB May 11 '23 Sale 135.97 1,871 254,405 24,797 May 11 06:31 PM
Index NDX P/E 48.53 EPS (ttm) 5.14 Insider Own 21.46% Shs Outstand 210.67M Perf Week 1.90%
Market Cap 66.25B Forward P/E 31.62 EPS next Y 7.89 Insider Trans -1.68% Shs Float 208.45M Perf Month -7.93%
Income 1.38B PEG 2.37 EPS next Q 1.59 Inst Own 70.95% Short Float 2.35% Perf Quarter -15.22%
Sales 7.20B P/S 9.20 EPS this Y 14.98% Inst Trans -0.26% Short Ratio 2.35 Perf Half Y 14.30%
Book/sh 30.63 P/B 8.15 EPS next Y 17.57% ROA 9.22% Short Interest 4.90M Perf Year 38.98%
Cash/sh 29.48 P/C 8.47 EPS next 5Y 20.48% ROE 20.20% 52W Range 174.25 - 311.28 Perf YTD -9.58%
Dividend Est. - P/FCF 34.48 EPS past 5Y - ROI 12.23% 52W High -19.81% Beta 1.37
Dividend TTM - Quick Ratio 1.92 Sales past 5Y 20.59% Gross Margin 75.38% 52W Low 43.25% ATR (14) 5.69
Dividend Ex-Date - Current Ratio 1.92 EPS Y/Y TTM 464.97% Oper. Margin 1.69% RSI (14) 38.42 Volatility 2.40% 2.00%
Employees 18800 Debt/Eq 0.41 Sales Y/Y TTM 16.11% Profit Margin 19.18% Recom 1.79 Target Price 316.65
Option/Short Yes / Yes LT Debt/Eq 0.40 EPS Q/Q 1004.59% Payout 0.00% Rel Volume 0.52 Prev Close 249.43
Sales Surprise 0.27% EPS Surprise 6.69% Sales Q/Q 16.78% Earnings May 23 AMC Avg Volume 2.08M Price 249.62
SMA20 -2.05% SMA50 -6.32% SMA200 -1.79% Trades
Volume 417,738 Change 0.07%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-27-24 Reiterated Needham
Buy
$300 → $350
Jan-10-24 Resumed DA Davidson
Neutral
$300
Jan-04-24 Resumed KeyBanc Capital Markets
Overweight
$310
Nov-29-23 Reiterated BMO Capital Markets
Outperform
$260 → $290
Aug-25-23 Reiterated Needham
Buy
$220 → $250
Jun-28-23 Initiated RBC Capital Mkts
Outperform
$275
May-24-23 Upgrade Exane BNP Paribas
Neutral → Outperform
$235
May-08-23 Downgrade Stifel
Buy → Hold
$210 → $200
Mar-01-23 Downgrade Societe Generale
Buy → Hold
$212 → $205
Feb-28-23 Reiterated Wells Fargo
Overweight
$240 → $250
Feb-28-23 Reiterated Stifel
Buy
$185 → $210
Feb-28-23 Reiterated Robert W. Baird
Outperform
$223 → $220
Feb-28-23 Reiterated Piper Sandler
Overweight
$184 → $215
Feb-28-23 Reiterated Morgan Stanley
Overweight
$220 → $230
Feb-28-23 Reiterated Mizuho
Buy
$200 → $225
Feb-28-23 Reiterated Loop Capital
Hold
$160 → $180
Feb-28-23 Reiterated Deutsche Bank
Hold
$195 → $200
Feb-28-23 Reiterated DA Davidson
Buy
$205 → $220
Feb-28-23 Reiterated Cowen
Outperform
$225 → $230
Feb-28-23 Reiterated Citigroup
Neutral
$185 → $203
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Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in March 2005 and is headquartered in Pleasanton, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
DUFFIELD DAVID A 10% Owner Apr 12 '24 Sale 264.89 56,000 14,833,707 843,000 Apr 16 05:49 PM DUFFIELD DAVID A 10% Owner Apr 08 '24 Sale 268.29 65,221 17,498,081 102,997 Apr 09 09:11 PM Chakraborty Sayan Co-President Apr 08 '24 Sale 268.27 15,065 4,041,530 88,205 Apr 09 09:12 PM Sauer Richard Harry Chief Legal Officer & Secty Apr 08 '24 Sale 268.21 8,447 2,265,575 66,356 Apr 09 09:12 PM DUFFIELD DAVID A 10% Owner Apr 05 '24 Sale 268.12 56,000 15,014,928 899,000 Apr 09 09:11 PM DUFFIELD DAVID A 10% Owner Apr 01 '24 Sale 271.67 64,162 17,431,103 102,997 Apr 03 04:51 PM DUFFIELD DAVID A 10% Owner Apr 01 '24 Sale 271.67 56,000 15,213,601 955,000 Apr 03 04:51 PM DUFFIELD DAVID A 10% Owner Mar 22 '24 Sale 276.95 56,000 15,509,160 1,011,000 Mar 26 07:00 PM DUFFIELD DAVID A 10% Owner Mar 18 '24 Sale 272.02 57,000 15,504,990 1,067,000 Mar 19 07:03 PM DUFFIELD DAVID A 10% Owner Mar 15 '24 Sale 268.85 64,329 17,294,736 102,997 Mar 19 07:03 PM STILL GEORGE J JR Director Mar 12 '24 Sale 270.52 5,000 1,352,608 105,000 Mar 14 07:08 PM Robinson Douglas A. Co-President Mar 05 '24 Sale 266.90 411 109,697 165,521 Mar 07 08:01 PM DUFFIELD DAVID A 10% Owner Mar 01 '24 Sale 291.45 59,391 17,309,503 102,997 Mar 05 05:03 PM Robinson Douglas A. Co-President Feb 28 '24 Sale 293.79 3,121 916,920 165,932 Mar 01 05:56 PM DUFFIELD DAVID A 10% Owner Jan 12 '24 Sale 281.45 62,731 17,655,609 102,997 Jan 12 07:08 PM DUFFIELD DAVID A 10% Owner Jan 10 '24 Sale 277.13 63,448 17,583,533 102,997 Jan 12 07:08 PM DUFFIELD DAVID A 10% Owner Jan 08 '24 Sale 272.33 65,839 17,929,674 102,997 Jan 09 07:40 PM Chakraborty Sayan Co-President Jan 08 '24 Sale 272.01 4,342 1,181,064 116,107 Jan 09 07:38 PM Sauer Richard Harry Chief Legal Officer & Secty Jan 08 '24 Sale 271.56 3,446 935,780 83,113 Jan 09 07:18 PM DUFFIELD DAVID A 10% Owner Jan 05 '24 Sale 265.66 65,524 17,407,171 102,997 Jan 09 07:40 PM Rowe Zane Chief Financial Officer Jan 05 '24 Sale 265.89 4,655 1,237,722 155,265 Jan 09 07:32 PM Bozzini James COO Jan 05 '24 Sale 265.89 4,365 1,160,613 129,828 Jan 09 07:28 PM Chakraborty Sayan Co-President Jan 05 '24 Sale 265.89 3,384 899,774 120,449 Jan 09 07:38 PM BHUSRI ANEEL Co-CEO Jan 05 '24 Sale 265.89 3,335 886,746 546,670 Jan 09 07:18 PM Robinson Douglas A. Co-President Jan 05 '24 Sale 265.89 2,592 689,189 169,053 Jan 09 07:38 PM Sauer Richard Harry Chief Legal Officer & Secty Jan 05 '24 Sale 265.89 2,418 642,924 86,559 Jan 09 07:18 PM Robinson Douglas A. Co-President Jan 02 '24 Sale 267.71 3,121 835,522 171,645 Jan 04 04:21 PM DUFFIELD DAVID A 10% Owner Dec 11 '23 Sale 276.88 108,333 29,995,522 1,124,000 Dec 13 06:18 PM Chakraborty Sayan Co-President Dec 06 '23 Sale 267.40 412 110,169 123,833 Dec 07 05:53 PM Robinson Douglas A. Co-President Dec 05 '23 Sale 266.22 408 108,617 174,766 Dec 07 05:57 PM Chakraborty Sayan Co-President Dec 05 '23 Sale 266.22 329 87,586 124,245 Dec 07 05:53 PM STILL GEORGE J JR Director Dec 01 '23 Sale 271.52 5,000 1,357,586 110,000 Dec 05 04:59 PM Sauer Richard Harry Chief Legal Officer & Secty Nov 30 '23 Sale 267.03 1,411 376,783 88,977 Dec 04 05:49 PM Chakraborty Sayan Co-President Oct 06 '23 Sale 204.27 4,899 1,000,704 124,574 Oct 10 08:12 PM Sauer Richard Harry Chief Legal Officer & Secty Oct 06 '23 Sale 203.04 2,739 556,122 90,388 Oct 10 08:05 PM Rowe Zane Chief Financial Officer Oct 05 '23 Sale 205.41 5,216 1,071,442 159,920 Oct 10 08:10 PM Bozzini James COO Oct 05 '23 Sale 205.41 4,925 1,011,666 134,193 Oct 10 08:08 PM Sauer Richard Harry Chief Legal Officer & Secty Oct 05 '23 Sale 205.41 4,245 871,984 93,127 Oct 10 08:05 PM Chakraborty Sayan Co-President Oct 05 '23 Sale 205.41 3,944 810,154 129,473 Oct 10 08:12 PM BHUSRI ANEEL Co-CEO Oct 05 '23 Sale 205.41 3,889 798,857 550,004 Oct 10 08:07 PM Robinson Douglas A. Co-President Oct 05 '23 Sale 205.41 3,149 646,851 175,174 Oct 10 08:11 PM DUFFIELD DAVID A 10% Owner Sep 11 '23 Sale 250.58 108,333 27,145,887 108,333 Sep 13 07:43 PM STILL GEORGE J JR Director Sep 08 '23 Sale 251.00 5,000 1,255,007 115,000 Sep 12 07:30 PM Sauer Richard Harry Chief Legal Officer & Secty Sep 06 '23 Sale 247.90 24,365 6,040,096 97,372 Sep 07 05:03 PM Chakraborty Sayan Co-President Sep 06 '23 Sale 245.68 412 101,220 133,417 Sep 07 05:06 PM Robinson Douglas A. Co-President Sep 05 '23 Sale 246.26 407 100,227 178,323 Sep 07 05:09 PM Chakraborty Sayan Co-President Sep 05 '23 Sale 246.26 328 80,772 133,829 Sep 07 05:06 PM Eschenbach Carl M. Co-CEO Aug 29 '23 Buy 240.44 8,676 2,086,091 20,222 Aug 31 04:21 PM Chakraborty Sayan Co-President Jul 06 '23 Sale 218.81 4,917 1,075,886 134,157 Jul 07 05:07 PM Bozzini James COO Jul 05 '23 Sale 221.43 4,941 1,094,104 139,118 Jul 07 05:15 PM Sauer Richard Harry Chief Legal Officer & Secty Jul 05 '23 Sale 221.43 4,223 935,114 121,737 Jul 07 05:04 PM Chakraborty Sayan Co-President Jul 05 '23 Sale 221.43 3,926 869,348 139,074 Jul 07 05:07 PM BHUSRI ANEEL Co-CEO Jul 05 '23 Sale 221.43 3,869 856,727 553,893 Jul 07 05:02 PM Robinson Douglas A. Co-President Jul 05 '23 Sale 221.43 3,133 693,752 178,730 Jul 07 05:13 PM Robinson Douglas A. Co-President Jun 21 '23 Sale 220.98 11,000 2,430,782 181,863 Jun 23 04:13 PM DUFFIELD DAVID A 10% Owner Jun 12 '23 Sale 208.37 108,334 22,573,989 216,666 Jun 14 04:21 PM STILL GEORGE J JR Director Jun 09 '23 Sale 204.15 5,000 1,020,764 0 Jun 13 06:06 PM Davies Christa Director Jun 07 '23 Sale 213.21 33,333 7,106,929 132,865 Jun 09 05:19 PM Chakraborty Sayan Co-President Jun 06 '23 Sale 213.84 412 88,102 146,108 Jun 07 04:59 PM Robinson Douglas A. Co-President Jun 05 '23 Sale 212.37 408 86,647 192,863 Jun 07 04:57 PM Chakraborty Sayan Co-President Jun 05 '23 Sale 212.37 329 69,870 146,520 Jun 07 04:59 PM Larson Barbara A Chief Financial Officer Jun 05 '23 Sale 212.37 225 47,783 67,743 Jun 07 04:56 PM
Index S&P 500 P/E 14.85 EPS (ttm) 17.35 Insider Own 8.81% Shs Outstand 251.19M Perf Week -1.20%
Market Cap 63.39B Forward P/E 12.09 EPS next Y 21.30 Insider Trans -0.71% Shs Float 224.39M Perf Month -6.79%
Income 4.39B PEG 0.83 EPS next Q 5.33 Inst Own 78.55% Short Float 1.84% Perf Quarter 6.39%
Sales 87.51B P/S 0.72 EPS this Y 18.84% Inst Trans 1.78% Short Ratio 2.31 Perf Half Y 5.00%
Book/sh 82.94 P/B 3.11 EPS next Y 19.80% ROA 5.11% Short Interest 4.14M Perf Year 11.65%
Cash/sh 22.94 P/C 11.23 EPS next 5Y 17.90% ROE 17.18% 52W Range 213.80 - 291.27 Perf YTD 1.83%
Dividend Est. 5.02 (1.95%) P/FCF 19.02 EPS past 5Y -1.59% ROI 7.15% 52W High -11.56% Beta 1.18
Dividend TTM 5.04 (1.96%) Quick Ratio 1.26 Sales past 5Y 6.97% Gross Margin 21.79% 52W Low 20.48% ATR (14) 4.54
Dividend Ex-Date Mar 08, 2024 Current Ratio 1.31 EPS Y/Y TTM 50.43% Oper. Margin 7.01% RSI (14) 37.47 Volatility 1.48% 1.63%
Employees 536000 Debt/Eq 1.42 Sales Y/Y TTM -5.51% Profit Margin 5.02% Recom 2.00 Target Price 315.04
Option/Short Yes / Yes LT Debt/Eq 1.33 EPS Q/Q 15.39% Payout 29.69% Rel Volume 0.66 Prev Close 259.47
Sales Surprise -1.15% EPS Surprise 11.53% Sales Q/Q -1.94% Earnings Mar 21 AMC Avg Volume 1.79M Price 257.60
SMA20 -2.89% SMA50 -2.44% SMA200 0.43% Trades
Volume 461,063 Change -0.72%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-27-24 Downgrade Exane BNP Paribas
Neutral → Underperform
$250
Mar-22-24 Reiterated TD Cowen
Outperform
$293 → $320
Jan-08-24 Upgrade Melius
Hold → Buy
Dec-12-23 Reiterated TD Cowen
Outperform
$290 → $293
Oct-02-23 Upgrade Susquehanna
Neutral → Positive
$225 → $315
Sep-29-23 Initiated HSBC Securities
Buy
$330
Sep-18-23 Reiterated Evercore ISI
Outperform
$275 → $276
Jun-06-23 Initiated Atlantic Equities
Overweight
$265
Apr-06-23 Upgrade Raymond James
Mkt Perform → Outperform
$285
Mar-27-23 Initiated Melius
Neutral
$240
Mar-16-23 Upgrade Stifel
Hold → Buy
$171 → $222
Feb-02-23 Upgrade Citigroup
Neutral → Buy
$190 → $240
Feb-02-23 Upgrade BofA Securities
Neutral → Buy
$233
Oct-25-22 Initiated Jefferies
Hold
$170
Oct-24-22 Downgrade Wells Fargo
Overweight → Equal Weight
$199 → $160
Sep-27-22 Reiterated Morgan Stanley
Equal-Weight
$250 → $125
Sep-23-22 Reiterated Evercore ISI
Outperform
$243 → $225
Sep-23-22 Reiterated Cowen
Outperform
$230 → $185
Sep-16-22 Downgrade Stifel
Buy → Hold
$288 → $195
Sep-16-22 Downgrade Loop Capital
Buy → Hold
$202
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FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Ground, FedEx Freight, FedEx Services, and Corporate, Other and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Ground segment provides small-package ground delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SMITH FREDERICK W Executive Chairman Apr 09 '24 Option Exercise 143.54 159,485 22,893,274 14,619,244 Apr 09 06:19 PM SMITH FREDERICK W Executive Chairman Apr 09 '24 Sale 274.30 113,400 31,105,700 14,505,844 Apr 09 06:19 PM Brightman Tracy B EVP - Chief People Officer Apr 08 '24 Option Exercise 224.49 2,550 572,451 8,844 Apr 08 06:49 PM Brightman Tracy B EVP - Chief People Officer Apr 08 '24 Sale 275.69 2,550 703,010 6,294 Apr 08 06:49 PM Subramaniam Rajesh President/CEO Apr 05 '24 Option Exercise 160.46 24,580 3,944,206 73,871 Apr 05 04:20 PM Subramaniam Rajesh President/CEO Apr 05 '24 Sale 274.55 18,384 5,047,342 55,487 Apr 05 04:20 PM Smith Richard W Pres&CEO, Air&Intl FXE Apr 04 '24 Option Exercise 143.55 1,875 269,156 85,939 Apr 04 04:39 PM Smith Richard W Pres&CEO, Air&Intl FXE Apr 04 '24 Sale 278.24 1,325 368,663 84,614 Apr 04 04:39 PM Allen Mark R EVP GENL COUNSEL/SECTY Mar 28 '24 Option Exercise 171.06 10,145 1,735,419 46,998 Mar 28 04:43 PM MARTIN R BRAD Director Mar 28 '24 Option Exercise 160.53 2,535 406,944 7,821 Mar 28 04:45 PM Allen Mark R EVP GENL COUNSEL/SECTY Mar 28 '24 Sale 287.28 10,145 2,914,456 36,853 Mar 28 04:43 PM MARTIN R BRAD Director Mar 28 '24 Sale 288.30 1,412 407,080 6,409 Mar 28 04:45 PM Krishnasamy Sriram EVP - CTO & CEO Dataworks Mar 28 '24 Sale 289.19 354 102,373 11,147 Mar 28 04:47 PM SCHWAB SUSAN C Director Mar 27 '24 Option Exercise 149.71 6,145 919,961 14,010 Mar 27 05:16 PM SCHWAB SUSAN C Director Mar 27 '24 Sale 288.02 6,145 1,769,904 7,865 Mar 27 05:16 PM Erwin Guy M II STAFF VP INT PRIN ACCT OFFICER Mar 26 '24 Option Exercise 207.30 2,749 569,857 3,235 Mar 27 05:13 PM Erwin Guy M II STAFF VP INT PRIN ACCT OFFICER Mar 26 '24 Sale 289.11 2,749 794,764 486 Mar 27 05:13 PM Smith Richard W Pres&CEO, Air&Intl FXE Jan 05 '24 Option Exercise 143.54 2,000 287,090 84,348 Jan 08 06:46 PM DIETRICH JOHN W EVP CHIEF FINANCIAL OFF Dec 28 '23 Buy 252.02 1,000 252,020 4,745 Dec 28 04:16 PM LANE AMY B Director Dec 26 '23 Buy 253.22 200 50,643 3,304 Dec 26 04:54 PM Johnson Jennifer L CVP PRIN ACCT OFFICER Oct 06 '23 Option Exercise 186.79 13,348 2,493,213 16,776 Oct 06 04:14 PM Johnson Jennifer L CVP PRIN ACCT OFFICER Oct 06 '23 Sale 258.25 13,348 3,447,121 3,428 Oct 06 04:14 PM Lenz Michael C. EVP CHIEF FINANCIAL OFF Jul 20 '23 Option Exercise 143.54 5,745 824,666 28,223 Jul 20 05:21 PM Lenz Michael C. EVP CHIEF FINANCIAL OFF Jul 20 '23 Sale 261.88 5,745 1,504,474 22,478 Jul 20 05:21 PM CARTER ROBERT B EVP / Chief Info Officer Jun 28 '23 Option Exercise 143.54 19,270 2,766,112 78,145 Jun 28 04:42 PM CARTER ROBERT B EVP / Chief Info Officer Jun 28 '23 Sale 246.00 19,270 4,740,420 58,875 Jun 28 04:42 PM Johnson Jennifer L CVP PRIN ACCT OFFICER Jun 27 '23 Option Exercise 147.96 10,801 1,598,140 13,997 Jun 27 04:47 PM Johnson Jennifer L CVP PRIN ACCT OFFICER Jun 27 '23 Sale 238.61 10,801 2,577,187 3,196 Jun 27 04:47 PM
Index - P/E - EPS (ttm) -0.09 Insider Own 67.87% Shs Outstand 60.99M Perf Week -0.65%
Market Cap 4.50B Forward P/E 42.27 EPS next Y 0.69 Insider Trans -7.20% Shs Float 49.83M Perf Month -10.90%
Income -13.09M PEG - EPS next Q 0.12 Inst Own 33.98% Short Float 2.68% Perf Quarter 15.66%
Sales 572.39M P/S 7.86 EPS this Y 36.88% Inst Trans 6.20% Short Ratio 1.82 Perf Half Y 30.78%
Book/sh 1.65 P/B 17.63 EPS next Y 28.59% ROA -1.77% Short Interest 1.34M Perf Year 41.28%
Cash/sh 0.64 P/C 45.60 EPS next 5Y 10.70% ROE -5.42% 52W Range 17.59 - 35.38 Perf YTD 7.72%
Dividend Est. - P/FCF 187.00 EPS past 5Y -15.58% ROI -4.17% 52W High -17.98% Beta 0.65
Dividend TTM - Quick Ratio 0.60 Sales past 5Y 16.02% Gross Margin 57.60% 52W Low 64.98% ATR (14) 1.21
Dividend Ex-Date - Current Ratio 0.60 EPS Y/Y TTM -7.31% Oper. Margin -1.32% RSI (14) 44.94 Volatility 3.57% 3.73%
Employees 1500 Debt/Eq 0.26 Sales Y/Y TTM 16.43% Profit Margin -2.29% Recom 1.82 Target Price 37.00
Option/Short Yes / Yes LT Debt/Eq 0.24 EPS Q/Q 366.67% Payout - Rel Volume 0.97 Prev Close 30.15
Sales Surprise 1.05% EPS Surprise 19.05% Sales Q/Q 18.14% Earnings May 08 BMO Avg Volume 733.99K Price 29.02
SMA20 -2.44% SMA50 -3.69% SMA200 13.55% Trades
Volume 276,960 Change -3.75%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-01-24 Upgrade BofA Securities
Underperform → Neutral
$40
Sep-18-23 Resumed Morgan Stanley
Overweight
$25
Mar-09-23 Upgrade BofA Securities
Underperform → Neutral
$16 → $20
Feb-09-23 Initiated Raymond James
Outperform
$19
Jan-05-23 Downgrade Jefferies
Buy → Hold
$15
Oct-21-22 Initiated Goldman
Buy
$20
Sep-01-22 Initiated Citigroup
Neutral
$15
Feb-01-22 Initiated BMO Capital Markets
Market Perform
$15
Oct-04-21 Downgrade BofA Securities
Neutral → Underperform
$24 → $20
Aug-24-21 Initiated Berenberg
Buy
$27
Jun-03-21 Downgrade Goldman
Neutral → Sell
$24 → $18
Apr-07-21 Downgrade Morgan Stanley
Equal-Weight → Underweight
$18
Aug-24-20 Initiated William Blair
Outperform
Aug-24-20 Initiated Stifel
Buy
$31
Aug-24-20 Initiated Morgan Stanley
Equal-Weight
$23
Aug-24-20 Initiated JMP Securities
Mkt Outperform
$33
Aug-24-20 Initiated Jefferies
Buy
$34
Aug-24-20 Initiated Goldman
Neutral
$26
Aug-24-20 Initiated Citigroup
Neutral
$29
Aug-24-20 Initiated BofA Securities
Neutral
$32
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(Thomson Reuters StreetEvents) +32.20%
11:41AM
11:26AM
08:25AM
07:52AM
07:37AM
(Associated Press Finance)
07:00AM
Feb-27-24 07:41AM
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Jan-03-24 04:37PM
(Investor's Business Daily)
Dec-28-23 01:43PM
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Vertex, Inc. engages in the provision of tax compliance software solutions. The firm offers comprehensive solutions that automate end-to-end indirect tax processes for enterprises and mid-market companies with complex tax transactions. Its software enables tax determination, data management, compliance and reporting, and document management. The company was founded by Ray Westphal and Antoinette Westphal in 1978 and is headquartered in King of Prussia, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Westphal Jeffrey 10% Owner Apr 05 '24 Sale 30.05 791,133 23,773,547 1,554,641 Apr 09 07:33 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 27 '24 Sale 30.22 30,692 927,543 0 Mar 28 06:01 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 26 '24 Sale 30.23 50,669 1,531,927 30,692 Mar 28 06:01 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 26 '24 Sale 30.27 27,128 821,192 965,074 Mar 28 06:00 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 25 '24 Sale 30.09 47,571 1,431,554 992,202 Mar 25 06:52 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 25 '24 Sale 30.09 47,522 1,430,032 81,361 Mar 25 06:55 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 25 '24 Sale 30.03 2,859 85,847 1,197,706 Mar 25 06:54 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 21 '24 Sale 30.00 100 3,000 1,039,773 Mar 25 06:52 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 21 '24 Sale 30.00 100 3,000 1,200,565 Mar 25 06:54 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 21 '24 Sale 30.00 100 3,000 128,883 Mar 25 06:55 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 20 '24 Sale 30.04 10,955 329,067 1,200,665 Mar 20 09:02 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 20 '24 Sale 30.04 10,926 328,220 128,983 Mar 20 09:00 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 20 '24 Sale 30.04 10,917 327,940 1,039,873 Mar 20 09:01 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 19 '24 Sale 30.06 31,173 936,914 1,211,620 Mar 20 09:02 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 19 '24 Sale 30.06 30,954 930,350 139,909 Mar 20 09:00 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 19 '24 Sale 30.05 30,941 929,926 1,050,790 Mar 20 09:01 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 18 '24 Sale 30.04 6,967 209,313 1,242,793 Mar 20 09:02 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 18 '24 Sale 30.05 6,954 208,935 170,863 Mar 20 09:00 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 18 '24 Sale 30.05 6,910 207,625 1,081,731 Mar 20 09:01 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 14 '24 Sale 30.01 8,558 256,796 177,817 Mar 14 08:05 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 14 '24 Sale 30.01 8,538 256,203 1,249,760 Mar 14 08:07 PM Butler Lisa CHIEF ACCOUNTING OFFICER Mar 14 '24 Sale 29.63 8,290 245,616 250 Mar 18 04:27 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 14 '24 Sale 30.01 8,090 242,753 1,088,641 Mar 14 08:06 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 13 '24 Sale 30.00 1,412 42,363 186,375 Mar 14 08:05 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 13 '24 Sale 30.00 1,301 39,030 1,096,731 Mar 14 08:06 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 13 '24 Sale 30.00 1,300 39,003 1,258,298 Mar 14 08:07 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 12 '24 Sale 30.01 9,859 295,866 187,787 Mar 14 08:05 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 12 '24 Sale 30.01 9,749 292,567 1,259,598 Mar 14 08:07 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 12 '24 Sale 30.01 9,727 291,931 1,098,032 Mar 14 08:06 PM DeStefano David PRESIDENT & CEO Mar 12 '24 Sale 30.00 3,500 105,000 701,363 Mar 12 04:17 PM Rowland Bryan T.R. GENERAL COUNSEL Mar 08 '24 Option Exercise 3.73 32,196 120,220 40,214 Mar 12 04:17 PM Rowland Bryan T.R. GENERAL COUNSEL Mar 08 '24 Sale 29.65 32,196 954,541 8,018 Mar 12 04:17 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 08 '24 Sale 30.14 20,113 606,127 1,107,759 Mar 08 06:30 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 08 '24 Sale 30.14 19,737 594,840 1,269,347 Mar 08 06:27 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 08 '24 Sale 30.14 19,705 593,871 197,646 Mar 08 06:28 PM DeStefano David PRESIDENT & CEO Mar 08 '24 Sale 30.10 12,177 366,569 704,863 Mar 12 04:17 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 07 '24 Sale 30.06 20,009 601,535 1,289,084 Mar 08 06:27 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 07 '24 Sale 30.06 19,928 599,068 217,351 Mar 08 06:28 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 07 '24 Sale 30.06 19,864 597,112 1,127,872 Mar 08 06:30 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 06 '24 Sale 30.01 10,589 317,796 1,147,736 Mar 08 06:30 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 06 '24 Sale 30.01 10,500 315,133 1,309,093 Mar 08 06:27 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 06 '24 Sale 30.01 10,500 315,120 237,279 Mar 08 06:28 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Mar 05 '24 Option Exercise 4.70 10,000 47,000 63,104 Mar 07 04:05 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Mar 05 '24 Sale 30.00 10,000 300,000 53,104 Mar 07 04:05 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 05 '24 Sale 30.00 8,115 243,453 1,319,593 Mar 05 06:38 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 05 '24 Sale 30.01 6,888 206,706 247,779 Mar 05 06:40 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 05 '24 Sale 30.01 6,749 202,548 1,158,325 Mar 05 06:41 PM Stamm John Richard Director Mar 05 '24 Sale 29.48 6,500 191,620 15,930 Mar 07 04:05 PM Westphal Jeffrey 10% Owner Mar 04 '24 Sale 31.55 2,291,537 72,297,992 2,345,774 Mar 05 05:37 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 04 '24 Sale 30.34 255,920 7,765,892 1,327,708 Mar 05 06:38 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 04 '24 Sale 30.34 173,391 5,261,290 1,165,074 Mar 05 06:41 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 04 '24 Sale 32.00 100 3,200 254,667 Mar 05 06:40 PM DeStefano David PRESIDENT & CEO Mar 01 '24 Option Exercise 0.00 28,568 0 728,653 Mar 05 04:41 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Mar 01 '24 Option Exercise 0.00 1,721 0 54,036 Mar 05 04:39 PM Butler Lisa CHIEF ACCOUNTING OFFICER Mar 01 '24 Option Exercise 0.00 576 0 8,705 Mar 05 04:37 PM Westphal Jeffrey 10% Owner Mar 01 '24 Sale 33.74 124,770 4,210,239 4,637,311 Mar 05 05:37 PM 2020 IRREVOCABLE TRUST FOR BEN 13(D) GROUP MEMBER Mar 01 '24 Sale 33.62 26,685 897,179 254,767 Mar 05 06:40 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Mar 01 '24 Sale 33.62 26,609 894,704 1,338,465 Mar 05 06:41 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Mar 01 '24 Sale 33.58 14,078 472,804 1,583,628 Mar 05 06:38 PM DeStefano David PRESIDENT & CEO Feb 29 '24 Option Exercise 2.50 450,000 1,125,000 950,988 Mar 04 04:35 PM DeStefano David PRESIDENT & CEO Feb 24 '24 Option Exercise 0.00 109,233 0 556,861 Feb 27 04:24 PM Rowland Bryan T.R. GENERAL COUNSEL Feb 23 '24 Option Exercise 0.00 6,428 0 9,175 Feb 27 04:25 PM DeStefano David PRESIDENT & CEO Feb 23 '24 Option Exercise 0.00 101,395 0 493,585 Feb 27 04:24 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Feb 23 '24 Option Exercise 0.00 30,305 0 68,726 Feb 27 04:25 PM Butler Lisa CHIEF ACCOUNTING OFFICER Feb 23 '24 Option Exercise 0.00 6,854 0 10,072 Feb 27 04:27 PM ANDERSEN ERIC C. Director Feb 15 '24 Sale 25.88 10,000 258,823 77,309 Feb 16 04:05 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Feb 13 '24 Option Exercise 0.00 24,009 0 47,325 Feb 15 04:06 PM Butler Lisa CHIEF ACCOUNTING OFFICER Feb 13 '24 Option Exercise 0.00 4,484 0 4,734 Feb 15 04:07 PM Rowland Bryan T.R. GENERAL COUNSEL Feb 13 '24 Option Exercise 0.00 4,088 0 4,088 Feb 15 04:07 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Dec 18 '23 Option Exercise 4.70 25,000 117,500 48,316 Dec 20 04:16 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Dec 18 '23 Sale 26.55 25,000 663,862 23,316 Dec 20 04:16 PM Rowland Bryan T.R. GENERAL COUNSEL Dec 15 '23 Option Exercise 3.17 62,433 197,725 66,802 Dec 19 04:19 PM Rowland Bryan T.R. GENERAL COUNSEL Dec 15 '23 Sale 26.95 66,802 1,800,632 0 Dec 19 04:19 PM DeStefano David PRESIDENT & CEO Dec 15 '23 Sale 27.16 39,300 1,067,199 429,645 Dec 19 04:18 PM Stamm John Richard Director Dec 15 '23 Sale 26.85 10,000 268,483 22,430 Dec 19 04:17 PM Robert Kevin L Director Dec 15 '23 Sale 26.86 8,494 228,133 23,936 Dec 19 04:17 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Dec 13 '23 Sale 28.18 11,400 321,197 1,597,706 Dec 14 05:31 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Dec 13 '23 Sale 28.19 9,300 262,146 1,365,074 Dec 15 05:00 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Dec 12 '23 Sale 28.91 49,199 1,422,402 1,609,106 Dec 14 05:31 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Dec 12 '23 Sale 28.88 42,555 1,228,801 1,374,374 Dec 12 06:32 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Dec 11 '23 Sale 28.73 70,822 2,034,475 1,416,929 Dec 12 06:32 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Dec 11 '23 Sale 28.72 49,049 1,408,663 1,658,305 Dec 11 05:52 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Dec 08 '23 Sale 28.65 50,227 1,438,999 1,707,354 Dec 11 05:52 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Dec 08 '23 Sale 28.64 36,907 1,057,016 1,487,751 Dec 12 06:32 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Dec 07 '23 Sale 28.69 47,226 1,355,112 1,524,658 Dec 07 07:18 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Dec 07 '23 Sale 28.69 39,553 1,134,926 1,757,581 Dec 11 05:52 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Dec 06 '23 Sale 29.41 22,064 648,869 1,571,884 Dec 07 07:18 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Dec 06 '23 Sale 29.41 21,696 638,125 1,797,134 Dec 06 06:47 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Dec 05 '23 Sale 29.63 36,200 1,072,450 1,593,948 Dec 07 07:18 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Dec 05 '23 Sale 29.61 26,415 782,037 1,818,830 Dec 06 06:47 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Dec 04 '23 Sale 27.82 18,900 525,851 1,630,148 Dec 04 08:45 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Dec 04 '23 Sale 27.82 15,200 422,840 1,845,245 Dec 06 06:47 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Dec 01 '23 Sale 27.77 79,200 2,199,439 1,860,445 Dec 01 06:48 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Dec 01 '23 Sale 27.76 75,100 2,085,136 1,649,048 Dec 04 08:45 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Nov 30 '23 Sale 27.98 83,400 2,333,657 1,724,148 Dec 04 08:45 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Nov 30 '23 Sale 28.05 82,355 2,310,420 1,939,645 Dec 01 06:48 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Nov 29 '23 Sale 28.89 67,000 1,935,355 2,022,000 Dec 01 06:48 PM ANDERSEN ERIC C. Director Nov 20 '23 Sale 26.24 10,000 262,391 87,309 Nov 22 04:06 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Nov 15 '23 Sale 26.35 50,318 1,325,779 2,089,000 Nov 15 06:23 PM Westphal Jeffery 10% Owner Nov 14 '23 Sale 26.06 1,899,025 49,488,592 0 Nov 16 06:00 PM
Index S&P 500 P/E 30.50 EPS (ttm) 4.37 Insider Own 0.85% Shs Outstand 573.00M Perf Week 3.46%
Market Cap 76.36B Forward P/E 20.16 EPS next Y 6.60 Insider Trans -9.17% Shs Float 568.70M Perf Month -1.43%
Income 2.48B PEG 3.33 EPS next Q 1.47 Inst Own 91.27% Short Float 0.85% Perf Quarter 3.94%
Sales 9.99B P/S 7.65 EPS this Y 5.68% Inst Trans -1.04% Short Ratio 1.91 Perf Half Y 23.51%
Book/sh 45.79 P/B 2.91 EPS next Y 11.18% ROA 1.75% Short Interest 4.82M Perf Year 24.17%
Cash/sh 3.64 P/C 36.54 EPS next 5Y 9.17% ROE 10.04% 52W Range 103.81 - 140.43 Perf YTD 3.66%
Dividend Est. 1.80 (1.36%) P/FCF 20.80 EPS past 5Y 4.09% ROI 5.32% 52W High -5.20% Beta 1.07
Dividend TTM 1.71 (1.28%) Quick Ratio - Sales past 5Y 11.20% Gross Margin 70.51% 52W Low 28.24% ATR (14) 2.32
Dividend Ex-Date Jun 13, 2024 Current Ratio - EPS Y/Y TTM 69.42% Oper. Margin 40.74% RSI (14) 52.92 Volatility 2.41% 1.74%
Employees 13222 Debt/Eq 0.85 Sales Y/Y TTM 9.98% Profit Margin 24.83% Recom 1.60 Target Price 153.00
Option/Short Yes / Yes LT Debt/Eq 0.78 EPS Q/Q 14.24% Payout 40.08% Rel Volume 0.40 Prev Close 133.72
Sales Surprise -0.90% EPS Surprise -0.26% Sales Q/Q 16.06% Earnings May 02 BMO Avg Volume 2.52M Price 133.13
SMA20 1.48% SMA50 -1.24% SMA200 8.96% Trades
Volume 393,645 Change -0.44%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-08-24 Upgrade Barclays
Equal Weight → Overweight
$120 → $148
Sep-22-23 Resumed Goldman
Neutral
$125
Aug-04-23 Upgrade Citigroup
Neutral → Buy
$117 → $130
Jun-28-23 Initiated Barclays
Equal Weight
$123
Nov-17-22 Upgrade BofA Securities
Neutral → Buy
$116 → $132
Oct-12-22 Initiated Citigroup
Neutral
$102
Aug-17-22 Initiated Rosenblatt
Buy
$164
Feb-15-22 Initiated Credit Suisse
Outperform
$160
Dec-16-21 Initiated BofA Securities
Neutral
$158
Jun-25-21 Resumed Credit Suisse
Outperform
$131
Jun-11-21 Initiated Morgan Stanley
Equal-Weight
$122
Nov-19-20 Upgrade Raymond James
Outperform → Strong Buy
$115 → $125
Oct-20-20 Resumed Goldman
Buy
$123
Sep-11-20 Initiated Loop Capital
Buy
Aug-18-20 Downgrade Oppenheimer
Outperform → Perform
Apr-20-20 Upgrade Berenberg
Hold → Buy
$101 → $106
Apr-03-20 Upgrade Citigroup
Neutral → Buy
$100 → $93
Feb-10-20 Upgrade Wells Fargo
Equal Weight → Overweight
$100 → $105
Dec-16-19 Initiated Credit Suisse
Outperform
Sep-17-19 Initiated Oppenheimer
Outperform
$100
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(Thomson Reuters StreetEvents)
12:14AM
Intercontinental Exchange, Inc. engages in the provision of market infrastructure, data services and technology solutions. It operates through the following segments: Exchanges, Fixed Income and Data Services, and Mortgage Technology. The Exchanges segment includes trading and listing revenue from the global futures network, the New York Stock Exchange and other registered securities exchanges. The Fixed Income and Data Services segment is composed of fixed income data and analytics offerings, fixed income execution, credit default swap clearing and other multi-asset class data and network services. The Mortgage Technology segment provides an end-to-end network aimed at identifying and solving the inefficiencies that exist in the U.S. residential mortgage market. The company was founded by Jeffrey C. Sprecher in 2000 and is headquartered in Atlanta, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Surdykowski Andrew J General Counsel Apr 26 '24 Sale 131.74 341 44,923 48,713 Apr 30 04:30 PM Intercontinental Exchange, Inc 10% Owner Apr 25 '24 Buy 0.87 350,880 304,213 649,934 Apr 29 09:11 PM Sprecher Jeffrey C Chief Executive Officer Apr 03 '24 Option Exercise 50.01 58,388 2,919,984 1,238,283 Apr 05 04:30 PM Sprecher Jeffrey C Chief Executive Officer Apr 03 '24 Sale 137.21 110,000 15,093,323 2,661,705 Apr 05 04:30 PM Sprecher Jeffrey C Chief Executive Officer Apr 03 '24 Sale 137.21 58,388 8,011,519 1,179,895 Apr 05 04:30 PM SPRIESER JUDITH A Director Mar 28 '24 Sale 137.36 2,238 307,422 29,347 Apr 01 04:30 PM Martin Lynn C President, NYSE Group Mar 12 '24 Sale 137.41 6,060 832,714 52,939 Mar 14 04:30 PM Gardiner Warren Chief Financial Officer Mar 12 '24 Sale 137.05 250 34,262 18,076 Mar 14 04:30 PM Gardiner Warren Chief Financial Officer Mar 08 '24 Sale 138.83 500 69,415 18,326 Mar 12 05:54 PM Surdykowski Andrew J General Counsel Mar 06 '24 Option Exercise 57.31 1,180 67,626 49,054 Mar 07 04:30 PM King Elizabeth Kathryn Global Head of Clearing & CRO Mar 06 '24 Sale 138.24 8,878 1,227,334 13,894 Mar 08 04:30 PM Surdykowski Andrew J General Counsel Mar 05 '24 Option Exercise 50.01 3,000 150,030 54,379 Mar 07 04:30 PM Surdykowski Andrew J General Counsel Mar 05 '24 Sale 137.88 6,505 896,909 47,874 Mar 07 04:30 PM Intercontinental Exchange, Inc 10% Owner Mar 04 '24 Buy 0.87 2,762,009 2,394,662 7,476,345 Mar 04 05:34 PM Sprecher Jeffrey C Chief Executive Officer Feb 21 '24 Sale 136.35 48,166 6,567,525 1,179,895 Feb 23 04:30 PM Edmonds Christopher Scott President, Fixed Income & Data Feb 21 '24 Sale 136.26 6,269 854,230 16,555 Feb 23 04:30 PM Martin Lynn C President, NYSE Group Feb 20 '24 Sale 136.59 3,772 515,224 58,999 Feb 22 05:05 PM Williams Stuart Glen Chief Operating Officer Feb 20 '24 Sale 136.57 2,927 399,733 14,658 Feb 22 04:30 PM Foley Douglas SVP, HR & Administration Feb 14 '24 Option Exercise 41.59 5,140 213,773 23,523 Feb 14 05:34 PM Jackson Benjamin President Feb 13 '24 Option Exercise 43.48 32,840 1,427,808 166,457 Feb 14 05:54 PM Jackson Benjamin President Feb 13 '24 Sale 134.74 27,970 3,768,635 138,487 Feb 14 05:54 PM SPRIESER JUDITH A Director Feb 13 '24 Sale 134.02 2,246 301,009 31,585 Feb 15 04:30 PM Foley Douglas SVP, HR & Administration Feb 12 '24 Option Exercise 41.59 7,070 294,041 25,453 Feb 14 05:34 PM Foley Douglas SVP, HR & Administration Feb 12 '24 Sale 136.09 7,070 962,156 18,383 Feb 14 05:34 PM Gardiner Warren Chief Financial Officer Feb 12 '24 Sale 136.00 2,176 295,925 12,061 Feb 14 05:56 PM King Elizabeth Kathryn Global Head of Clearing & CRO Feb 08 '24 Sale 132.03 3,783 499,469 17,242 Feb 09 04:30 PM Namkung James W Chief Accounting Officer Feb 08 '24 Sale 132.03 1,182 156,059 16,396 Feb 09 04:30 PM Sprecher Jeffrey C Chief Executive Officer Jan 04 '24 Option Exercise 50.01 58,388 2,919,984 1,210,763 Jan 05 05:43 PM Sprecher Jeffrey C Chief Executive Officer Jan 04 '24 Sale 125.90 110,000 13,849,223 2,771,705 Jan 05 05:43 PM Sprecher Jeffrey C Chief Executive Officer Jan 04 '24 Sale 125.90 58,388 7,351,191 1,152,375 Jan 05 05:43 PM Jackson Benjamin President Dec 29 '23 Option Exercise 41.59 2,560 106,470 127,744 Jan 02 04:35 PM Surdykowski Andrew J General Counsel Dec 26 '23 Option Exercise 51.55 2,000 103,110 45,857 Dec 28 04:23 PM Surdykowski Andrew J General Counsel Dec 26 '23 Sale 126.00 2,364 297,864 43,493 Dec 28 04:23 PM Namkung James W Chief Accounting Officer Dec 14 '23 Sale 125.00 1,078 134,750 17,599 Dec 15 04:34 PM Namkung James W Chief Accounting Officer Dec 13 '23 Sale 120.00 1,171 140,520 18,677 Dec 15 04:34 PM Edmonds Christopher Scott Chief Development Officer Dec 11 '23 Sale 115.00 1,266 145,590 11,533 Dec 13 07:15 PM Gardiner Warren Chief Financial Officer Dec 08 '23 Sale 112.34 500 56,170 15,025 Dec 11 04:36 PM Jackson Benjamin President Dec 04 '23 Option Exercise 41.37 10,100 417,837 135,284 Dec 06 04:37 PM Jackson Benjamin President Dec 04 '23 Sale 114.78 10,100 1,159,239 125,184 Dec 06 04:37 PM Edmonds Christopher Scott Chief Development Officer Dec 04 '23 Sale 115.00 2,030 233,450 12,799 Dec 06 04:36 PM Foley Douglas SVP, HR & Administration Nov 24 '23 Sale 114.46 1,600 183,136 16,802 Nov 28 04:38 PM Jackson Benjamin President Nov 08 '23 Option Exercise 41.37 5,000 206,850 130,184 Nov 09 04:32 PM Jackson Benjamin President Nov 08 '23 Sale 108.72 5,000 543,595 125,184 Nov 09 04:32 PM Sprecher Jeffrey C Chief Executive Officer Sep 21 '23 Option Exercise 41.59 70,442 2,929,683 1,258,648 Sep 25 04:43 PM Sprecher Jeffrey C Chief Executive Officer Sep 21 '23 Sale 112.82 88,683 10,004,908 1,169,965 Sep 25 04:43 PM Sprecher Jeffrey C Chief Executive Officer Sep 21 '23 Sale 112.79 30,000 3,383,842 2,881,705 Sep 25 04:43 PM Jackson Benjamin President Sep 14 '23 Option Exercise 41.37 2,000 82,740 127,647 Sep 18 04:32 PM Jackson Benjamin President Sep 14 '23 Sale 117.14 2,000 234,280 125,647 Sep 18 04:32 PM Edmonds Christopher Scott Chief Development Officer Sep 11 '23 Sale 115.00 1,427 164,105 14,829 Sep 13 04:32 PM Gardiner Warren Chief Financial Officer Sep 08 '23 Sale 115.43 500 57,715 15,525 Sep 12 04:31 PM Foley Douglas SVP, HR & Administration Aug 23 '23 Sale 113.99 1,600 182,384 18,402 Aug 25 04:47 PM Tirinnanzi Martha A Director Aug 21 '23 Sale 113.56 496 56,326 2,878 Aug 23 04:54 PM Tirinnanzi Martha A Director Aug 16 '23 Sale 113.97 496 56,529 3,374 Aug 18 04:49 PM Jackson Benjamin President Jul 12 '23 Option Exercise 41.37 3,000 124,110 128,647 Jul 14 04:49 PM Jackson Benjamin President Jul 12 '23 Sale 115.54 3,000 346,620 125,647 Jul 14 04:49 PM Edmonds Christopher Scott Chief Development Officer Jul 12 '23 Sale 115.54 1,044 120,624 16,256 Jul 14 04:48 PM Gardiner Warren Chief Financial Officer Jun 09 '23 Sale 110.52 500 55,260 16,025 Jun 13 04:32 PM Jackson Benjamin President Jun 06 '23 Option Exercise 41.37 2,000 82,740 127,526 Jun 08 04:34 PM Jackson Benjamin President Jun 06 '23 Sale 108.50 2,000 217,000 125,526 Jun 08 04:34 PM Edmonds Christopher Scott Chief Development Officer Jun 02 '23 Option Exercise 57.31 4,223 242,020 21,402 Jun 06 04:31 PM Edmonds Christopher Scott Chief Development Officer Jun 02 '23 Sale 108.14 4,223 456,686 17,179 Jun 06 04:31 PM Sprecher Jeffrey C Chief Executive Officer May 23 '23 Option Exercise 41.59 70,442 2,929,683 1,273,546 May 25 04:46 PM Sprecher Jeffrey C Chief Executive Officer May 23 '23 Sale 107.89 85,461 9,220,346 1,188,085 May 25 04:46 PM Sprecher Jeffrey C Chief Executive Officer May 23 '23 Sale 107.89 30,000 3,236,793 2,911,705 May 25 04:46 PM Foley Douglas SVP, HR & Administration May 23 '23 Sale 108.48 1,600 173,568 19,881 May 23 04:45 PM Tirinnanzi Martha A Director May 17 '23 Sale 107.70 150 16,155 1,834 May 17 04:35 PM
Index - P/E - EPS (ttm) - Insider Own - Shs Outstand 110.79M Perf Week -15.94%
Market Cap 65.59M Forward P/E - EPS next Y - Insider Trans - Shs Float 27.16M Perf Month -60.00%
Income - PEG - EPS next Q - Inst Own 0.00% Short Float 1.22% Perf Quarter -49.83%
Sales - P/S - EPS this Y - Inst Trans 54.74% Short Ratio 0.32 Perf Half Y -56.15%
Book/sh - P/B - EPS next Y - ROA - Short Interest 0.33M Perf Year -45.44%
Cash/sh - P/C - EPS next 5Y - ROE - 52W Range 0.36 - 4.75 Perf YTD -67.29%
Dividend Est. - P/FCF - EPS past 5Y - ROI - 52W High -87.54% Beta 2.89
Dividend TTM - Quick Ratio - Sales past 5Y - Gross Margin - 52W Low 66.29% ATR (14) 0.15
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM - Oper. Margin - RSI (14) 39.22 Volatility 21.35% 25.92%
Employees - Debt/Eq - Sales Y/Y TTM - Profit Margin - Recom - Target Price -
Option/Short No / Yes LT Debt/Eq - EPS Q/Q - Payout - Rel Volume 0.06 Prev Close 0.59
Sales Surprise - EPS Surprise - Sales Q/Q - Earnings Mar 18 BMO Avg Volume 1.02M Price 0.59
SMA20 -7.04% SMA50 -55.18% SMA200 -57.68% Trades
Volume 25,296 Change 0.75%
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Nano Labs Ltd. is a holding company, which engages in design and product solution provision of fabless integrated circuit. It offers high throughput computing chips, high performance computing chips, distributed computing and storage solutions, smart network interface cards, vision computing chips, and distributed rendering. The company was founded in July, 2019 and is headquartered in Hangzhou, China.
Index NDX P/E 873.64 EPS (ttm) 0.36 Insider Own 7.35% Shs Outstand 229.38M Perf Week 7.34%
Market Cap 76.70B Forward P/E 65.07 EPS next Y 4.87 Insider Trans -4.43% Shs Float 224.08M Perf Month 2.05%
Income 89.33M PEG 29.59 EPS next Q 0.89 Inst Own 68.27% Short Float 2.70% Perf Quarter -0.20%
Sales 3.06B P/S 25.10 EPS this Y 27.19% Inst Trans 0.50% Short Ratio 1.69 Perf Half Y 69.79%
Book/sh 9.53 P/B 33.29 EPS next Y 24.01% ROA 1.53% Short Interest 6.04M Perf Year 139.51%
Cash/sh 14.37 P/C 22.08 EPS next 5Y 29.52% ROE 4.74% 52W Range 125.40 - 365.00 Perf YTD 24.21%
Dividend Est. - P/FCF 81.58 EPS past 5Y - ROI 2.90% 52W High -13.12% Beta 1.08
Dividend TTM - Quick Ratio 1.67 Sales past 5Y 66.22% Gross Margin 75.17% 52W Low 152.89% ATR (14) 11.20
Dividend Ex-Date - Current Ratio 1.67 EPS Y/Y TTM 147.38% Oper. Margin -0.02% RSI (14) 57.20 Volatility 3.93% 3.45%
Employees 7925 Debt/Eq 0.34 Sales Y/Y TTM 36.33% Profit Margin 2.92% Recom 1.31 Target Price 398.03
Option/Short Yes / Yes LT Debt/Eq 0.34 EPS Q/Q 207.23% Payout 0.00% Rel Volume 0.59 Prev Close 312.55
Sales Surprise 0.74% EPS Surprise 15.45% Sales Q/Q 32.63% Earnings Mar 05 AMC Avg Volume 3.57M Price 317.13
SMA20 5.13% SMA50 1.24% SMA200 32.64% Trades
Volume 813,591 Change 1.47%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-30-24 Initiated Raymond James
Outperform
$330
Jan-18-24 Initiated Bernstein
Outperform
$334
Jan-09-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$203 → $304
Dec-15-23 Reiterated BMO Capital Markets
Outperform
$238 → $270
Dec-15-23 Initiated Susquehanna
Positive
$330
Nov-29-23 Reiterated BMO Capital Markets
Outperform
$227 → $238
Nov-13-23 Upgrade Stifel
Hold → Buy
$153 → $225
Oct-19-23 Upgrade Jefferies
Hold → Buy
$170 → $225
Oct-19-23 Initiated Argus
Buy
$220
Oct-18-23 Initiated DZ Bank
Buy
$215
Sep-25-23 Reiterated Goldman
Buy
$175 → $195
Sep-15-23 Initiated HSBC Securities
Buy
$200
Aug-28-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$178 → $167
Jun-14-23 Initiated KeyBanc Capital Markets
Overweight
$200
May-02-23 Initiated Rosenblatt
Buy
$170
Feb-14-23 Initiated Goldman
Buy
$141
Jan-24-23 Initiated JP Morgan
Overweight
$125
Jan-23-23 Downgrade Deutsche Bank
Buy → Hold
$150 → $115
Jan-18-23 Initiated BMO Capital Markets
Outperform
$120
Jan-05-23 Downgrade Jefferies
Buy → Hold
$175 → $120
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CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011, and is headquartered in Austin, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kurtz George PRESIDENT AND CEO May 03 '24 Sale 304.41 56,279 17,132,096 1,146,048 May 06 08:00 PM Podbere Burt W. CHIEF FINANCIAL OFFICER May 03 '24 Sale 305.15 15,753 4,807,061 313,994 May 06 08:00 PM Henry Shawn CHIEF SECURITY OFFICER Apr 15 '24 Sale 308.79 4,000 1,235,170 208,961 Apr 16 06:30 PM GANDHI SAMEER K Director Apr 03 '24 Sale 316.82 15,000 4,752,358 839,234 Apr 04 08:00 PM Podbere Burt W. CHIEF FINANCIAL OFFICER Apr 01 '24 Sale 316.48 64,000 20,254,661 306,508 Apr 02 08:00 PM Saha Anurag CHIEF ACCOUNTING OFFICER Mar 26 '24 Sale 331.52 1,786 592,095 34,350 Mar 27 07:00 PM Henry Shawn CHIEF SECURITY OFFICER Mar 22 '24 Sale 325.70 22,889 7,454,998 212,961 Mar 22 06:30 PM Kurtz George PRESIDENT AND CEO Mar 21 '24 Sale 326.78 78,080 25,515,133 1,148,102 Mar 22 06:30 PM Podbere Burt W. CHIEF FINANCIAL OFFICER Mar 21 '24 Sale 325.61 26,097 8,497,406 347,792 Mar 22 06:30 PM Sentonas Michael PRESIDENT Mar 21 '24 Sale 325.80 18,747 6,107,773 382,958 Mar 22 06:30 PM Henry Shawn CHIEF SECURITY OFFICER Mar 21 '24 Sale 325.85 14,815 4,827,485 235,850 Mar 22 06:30 PM Saha Anurag CHIEF ACCOUNTING OFFICER Mar 21 '24 Sale 325.80 1,019 331,990 36,136 Mar 22 06:30 PM Sentonas Michael PRESIDENT Jan 16 '24 Sale 286.00 22,123 6,327,178 311,872 Jan 17 07:00 PM Kurtz George PRESIDENT AND CEO Jan 12 '24 Sale 284.36 40,000 11,374,437 980,194 Jan 12 08:30 PM Kurtz George PRESIDENT AND CEO Jan 11 '24 Sale 283.69 60,000 17,021,579 1,020,194 Jan 12 08:30 PM GANDHI SAMEER K Director Jan 03 '24 Sale 240.13 15,000 3,601,992 846,799 Jan 04 06:00 PM Kurtz George PRESIDENT AND CEO Dec 21 '23 Sale 252.15 56,985 14,368,632 1,080,194 Dec 22 07:00 PM Podbere Burt W. CHIEF FINANCIAL OFFICER Dec 21 '23 Sale 253.22 22,825 5,779,769 284,056 Dec 22 07:00 PM Sentonas Michael PRESIDENT Dec 21 '23 Sale 254.75 10,321 2,629,275 333,995 Dec 22 07:00 PM Henry Shawn CHIEF SECURITY OFFICER Dec 21 '23 Sale 253.14 9,205 2,330,176 190,777 Dec 22 07:00 PM Saha Anurag CHIEF ACCOUNTING OFFICER Dec 21 '23 Sale 254.75 1,399 356,395 37,155 Dec 22 07:00 PM Podbere Burt W. CHIEF FINANCIAL OFFICER Dec 12 '23 Sale 250.04 30,000 7,501,251 306,881 Dec 14 06:00 PM Podbere Burt W. CHIEF FINANCIAL OFFICER Dec 12 '23 Sale 250.04 11,240 2,810,469 0 Dec 14 06:00 PM OLEARY DENIS Director Dec 07 '23 Sale 238.32 4,040 962,829 0 Dec 08 07:00 PM Sentonas Michael PRESIDENT Nov 30 '23 Sale 236.00 26,652 6,289,955 344,316 Dec 01 08:00 PM SULLIVAN GODFREY Director Nov 13 '23 Sale 200.06 150,000 30,008,430 55,000 Nov 14 07:45 PM Podbere Burt W. CHIEF FINANCIAL OFFICER Nov 13 '23 Sale 200.00 30,500 6,100,037 336,881 Nov 14 08:15 PM GANDHI SAMEER K Director Nov 13 '23 Sale 200.06 15,000 3,000,927 852,949 Nov 14 08:00 PM AUSTIN ROXANNE S Director Oct 11 '23 Sale 185.25 5,000 926,250 17,656 Oct 13 07:30 PM AUSTIN ROXANNE S Director Oct 10 '23 Sale 185.01 5,000 925,050 22,656 Oct 10 08:00 PM SULLIVAN GODFREY Director Oct 09 '23 Sale 178.40 25,000 4,460,035 205,000 Oct 11 08:00 PM AUSTIN ROXANNE S Director Oct 06 '23 Sale 172.13 10,000 1,721,300 27,656 Oct 10 08:00 PM Kurtz George PRESIDENT AND CEO Sep 21 '23 Sale 162.95 56,921 9,275,463 1,100,089 Sep 22 08:00 PM Podbere Burt W. CHIEF FINANCIAL OFFICER Sep 21 '23 Sale 168.20 13,419 2,257,131 367,381 Sep 22 08:00 PM Sentonas Michael PRESIDENT Sep 21 '23 Sale 167.98 10,321 1,733,722 370,968 Sep 22 08:00 PM Henry Shawn CHIEF SECURITY OFFICER Sep 21 '23 Sale 168.03 8,996 1,511,589 206,232 Sep 22 08:00 PM Saha Anurag CHIEF ACCOUNTING OFFICER Sep 21 '23 Sale 167.98 926 155,549 38,554 Sep 22 08:00 PM AUSTIN ROXANNE S Director Jul 17 '23 Sale 154.32 20,000 3,086,406 37,656 Jul 18 08:00 PM AUSTIN ROXANNE S Director Jul 14 '23 Sale 150.47 5,000 752,344 57,656 Jul 18 08:00 PM Kurtz George PRESIDENT AND CEO Jul 13 '23 Sale 151.04 178,000 26,884,862 0 Jul 14 08:45 PM AUSTIN ROXANNE S Director Jul 13 '23 Sale 152.01 45,000 6,840,552 62,656 Jul 13 08:30 PM AUSTIN ROXANNE S Director Jul 12 '23 Sale 153.39 5,000 766,930 107,656 Jul 13 08:30 PM AUSTIN ROXANNE S Director Jul 11 '23 Sale 151.50 5,000 757,517 112,656 Jul 13 08:30 PM Kurtz George PRESIDENT AND CEO Jun 21 '23 Sale 144.26 59,465 8,578,480 1,119,971 Jun 23 05:30 PM Podbere Burt W. CHIEF FINANCIAL OFFICER Jun 21 '23 Sale 145.48 14,430 2,099,238 380,800 Jun 23 05:30 PM Sentonas Michael PRESIDENT Jun 21 '23 Sale 150.48 10,551 1,587,706 381,289 Jun 23 05:30 PM Henry Shawn CHIEF SECURITY OFFICER Jun 21 '23 Sale 150.48 9,218 1,387,125 228,752 Jun 23 05:30 PM Saha Anurag CHIEF ACCOUNTING OFFICER Jun 21 '23 Sale 150.48 815 122,641 31,852 Jun 23 05:30 PM
Index NDX, S&P 500 P/E 75.19 EPS (ttm) 11.94 Insider Own 3.98% Shs Outstand 2.46B Perf Week 8.07%
Market Cap 2243.65B Forward P/E 29.12 EPS next Y 30.82 Insider Trans -0.60% Shs Float 2.40B Perf Month 5.15%
Income 29.76B PEG 1.98 EPS next Q 5.60 Inst Own 66.74% Short Float 1.21% Perf Quarter 28.03%
Sales 60.92B P/S 36.83 EPS this Y 95.55% Inst Trans -0.83% Short Ratio 0.55 Perf Half Y 96.16%
Book/sh 17.44 P/B 51.45 EPS next Y 21.60% ROA 55.67% Short Interest 29.08M Perf Year 207.87%
Cash/sh 10.39 P/C 86.35 EPS next 5Y 37.90% ROE 91.46% 52W Range 280.46 - 974.00 Perf YTD 81.22%
Dividend Est. 0.17 (0.02%) P/FCF 83.03 EPS past 5Y 48.41% ROI 56.62% 52W High -7.86% Beta 1.66
Dividend TTM 0.16 (0.02%) Quick Ratio 3.67 Sales past 5Y 46.68% Gross Margin 72.72% 52W Low 220.00% ATR (14) 37.13
Dividend Ex-Date Mar 05, 2024 Current Ratio 4.17 EPS Y/Y TTM 586.45% Oper. Margin 54.12% RSI (14) 55.39 Volatility 3.75% 4.69%
Employees 29600 Debt/Eq 0.26 Sales Y/Y TTM 125.85% Profit Margin 48.85% Recom 1.36 Target Price 999.01
Option/Short Yes / Yes LT Debt/Eq 0.22 EPS Q/Q 764.35% Payout 1.34% Rel Volume 0.83 Prev Close 905.54
Sales Surprise 8.37% EPS Surprise 12.34% Sales Q/Q 265.28% Earnings May 22 AMC Avg Volume 52.82M Price 897.46
SMA20 4.93% SMA50 3.15% SMA200 51.23% Trades
Volume 17,028,428 Change -0.89%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-16-24 Initiated Evercore ISI
Outperform
$1160
Apr-11-24 Reiterated Raymond James
Strong Buy
$850 → $1100
Apr-10-24 Reiterated Morgan Stanley
Overweight
$795 → $1000
Apr-08-24 Reiterated KeyBanc Capital Markets
Overweight
$1100 → $1200
Mar-22-24 Reiterated UBS
Buy
$800 → $1100
Mar-21-24 Reiterated TD Cowen
Outperform
$900 → $1100
Mar-07-24 Reiterated Mizuho
Buy
$850 → $1000
Feb-22-24 Reiterated Wolfe Research
Outperform
$630 → $900
Feb-22-24 Reiterated Wedbush
Outperform
$800 → $850
Feb-22-24 Reiterated UBS
Buy
$850 → $800
Feb-22-24 Reiterated Truist
Buy
$691 → $911
Feb-22-24 Reiterated The Benchmark Company
Buy
$625 → $1000
Feb-22-24 Reiterated TD Cowen
Outperform
$700 → $900
Feb-22-24 Reiterated Stifel
Buy
$865 → $910
Feb-22-24 Reiterated Needham
Buy
$600 → $850
Feb-22-24 Reiterated Morgan Stanley
Overweight
$750 → $795
Feb-22-24 Reiterated Mizuho
Buy
$825 → $850
Feb-22-24 Reiterated KeyBanc Capital Markets
Overweight
$740 → $1100
Feb-22-24 Reiterated JP Morgan
Overweight
$650 → $850
Feb-22-24 Reiterated Jefferies
Buy
$610 → $780
Show Previous Ratings
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(The Wall Street Journal)
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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
STEVENS MARK A Director Apr 05 '24 Sale 879.97 22,700 19,975,240 1,052,133 Apr 09 04:30 PM PERRY MARK L Director Apr 02 '24 Sale 887.89 7,000 6,215,259 116,000 Apr 03 04:27 PM STEVENS MARK A Director Mar 28 '24 Sale 905.65 11,000 9,962,150 1,074,833 Apr 01 05:03 PM Dabiri John Director Mar 25 '24 Sale 940.00 128 120,320 2,055 Mar 27 05:06 PM Robertson Donald F Jr Principal Accounting Officer Mar 22 '24 Sale 911.62 450 410,229 49,815 Mar 26 06:38 PM STEVENS MARK A Director Mar 07 '24 Sale 919.33 21,750 19,995,508 1,085,833 Mar 11 04:55 PM COXE TENCH Director Mar 05 '24 Sale 850.10 200,000 170,020,366 3,097,136 Mar 06 06:01 PM Drell Persis Director Mar 05 '24 Sale 845.13 5,000 4,225,640 2,106 Mar 06 07:53 PM STEVENS MARK A Director Mar 04 '24 Sale 853.54 12,000 10,242,502 1,107,583 Mar 06 06:46 PM STEVENS MARK A Director Feb 26 '24 Sale 800.74 5,000 4,003,700 1,119,583 Feb 27 05:08 PM JONES HARVEY C Director Feb 23 '24 Sale 815.87 65,000 53,031,712 731,120 Feb 27 05:02 PM PERRY MARK L Director Feb 23 '24 Sale 796.45 15,000 11,946,692 123,000 Feb 27 05:06 PM STEVENS MARK A Director Feb 23 '24 Sale 797.57 10,000 7,975,700 1,124,583 Feb 27 05:08 PM MCCAFFERY MICHAEL G Director Feb 23 '24 Sale 800.00 4,000 3,200,000 13,566 Feb 27 05:04 PM STEVENS MARK A Director Jan 12 '24 Sale 546.95 36,000 19,690,344 1,134,583 Jan 16 05:33 PM STEVENS MARK A Director Jan 11 '24 Sale 549.88 18,500 10,172,771 1,170,583 Jan 12 05:42 PM STEVENS MARK A Director Jan 10 '24 Sale 542.93 35,648 19,354,238 1,189,083 Jan 12 05:42 PM Shoquist Debora EVP, Operations Jan 08 '24 Sale 500.00 5,676 2,838,000 48,360 Jan 09 05:54 PM Robertson Donald F Jr Principal Accounting Officer Jan 05 '24 Sale 484.62 450 218,079 50,961 Jan 09 05:53 PM Shoquist Debora EVP, Operations Dec 18 '23 Sale 500.04 20,000 10,000,860 54,036 Dec 20 05:20 PM STEVENS MARK A Director Dec 15 '23 Sale 490.20 10,200 5,000,042 969,231 Dec 19 05:54 PM HUDSON DAWN E Director Dec 15 '23 Sale 492.52 1,000 492,525 70,500 Dec 19 05:57 PM STEVENS MARK A Director Dec 13 '23 Sale 481.60 10,400 5,008,640 979,431 Dec 15 07:24 PM MCCAFFERY MICHAEL G Director Dec 13 '23 Sale 481.99 4,250 2,048,448 17,566 Feb 27 05:04 PM Shoquist Debora EVP, Operations Nov 29 '23 Sale 482.42 15,824 7,633,761 74,036 Dec 01 08:26 PM Shoquist Debora EVP, Operations Nov 28 '23 Sale 478.10 20,000 9,561,944 89,860 Nov 28 07:36 PM HUDSON DAWN E Director Nov 28 '23 Sale 477.77 11,000 5,255,469 71,500 Nov 30 05:35 PM Shoquist Debora EVP, Operations Nov 27 '23 Sale 481.85 20,000 9,637,067 109,860 Nov 28 07:36 PM STEVENS MARK A Director Nov 27 '23 Sale 483.18 10,000 4,831,754 989,831 Nov 28 07:38 PM STEVENS MARK A Director Nov 24 '23 Sale 482.00 280 134,960 999,831 Nov 28 07:38 PM Dabiri John Director Nov 24 '23 Sale 484.99 218 105,728 2,183 Nov 28 07:39 PM HUANG JEN HSUN President and CEO Sep 15 '23 Option Exercise 4.00 118,750 475,000 8,037,625 Sep 18 05:00 PM HUANG JEN HSUN President and CEO Sep 14 '23 Option Exercise 4.00 29,684 118,736 7,948,559 Sep 18 05:00 PM HUANG JEN HSUN President and CEO Sep 14 '23 Sale 455.75 29,684 13,528,345 7,918,875 Sep 18 05:00 PM HUANG JEN HSUN President and CEO Sep 13 '23 Option Exercise 4.00 29,688 118,752 7,948,563 Sep 13 08:57 PM HUANG JEN HSUN President and CEO Sep 13 '23 Sale 454.01 29,688 13,478,507 7,918,875 Sep 13 08:57 PM HUANG JEN HSUN President and CEO Sep 12 '23 Option Exercise 4.00 29,688 118,752 7,948,563 Sep 13 08:55 PM HUANG JEN HSUN President and CEO Sep 12 '23 Sale 451.96 29,688 13,417,928 7,918,875 Sep 13 08:55 PM HUANG JEN HSUN President and CEO Sep 11 '23 Option Exercise 4.00 29,688 118,752 7,948,563 Sep 11 08:01 PM HUANG JEN HSUN President and CEO Sep 11 '23 Sale 448.99 29,688 13,329,754 7,918,875 Sep 11 08:01 PM HUANG JEN HSUN President and CEO Sep 08 '23 Option Exercise 4.00 118,750 475,000 7,918,875 Sep 11 07:59 PM HUANG JEN HSUN President and CEO Sep 07 '23 Option Exercise 4.00 29,688 118,752 7,829,813 Sep 11 07:59 PM HUANG JEN HSUN President and CEO Sep 07 '23 Sale 458.30 29,688 13,605,939 7,800,125 Sep 11 07:59 PM HUANG JEN HSUN President and CEO Sep 06 '23 Option Exercise 4.00 29,688 118,752 7,829,813 Sep 06 07:55 PM HUANG JEN HSUN President and CEO Sep 06 '23 Sale 471.55 29,688 13,999,287 7,800,125 Sep 06 07:55 PM HUANG JEN HSUN President and CEO Sep 05 '23 Option Exercise 4.00 29,688 118,752 7,829,813 Sep 06 07:54 PM HUANG JEN HSUN President and CEO Sep 05 '23 Sale 484.66 29,688 14,388,561 7,800,125 Sep 06 07:54 PM HUANG JEN HSUN President and CEO Sep 01 '23 Option Exercise 4.00 29,688 118,752 7,829,813 Sep 06 07:54 PM HUANG JEN HSUN President and CEO Sep 01 '23 Sale 486.40 29,688 14,440,205 7,800,125 Sep 06 07:54 PM STEVENS MARK A Director Aug 29 '23 Sale 489.91 30,675 15,028,072 1,000,111 Aug 30 05:13 PM STEVENS MARK A Director Aug 28 '23 Sale 468.08 21,500 10,063,636 1,030,786 Aug 30 05:13 PM Kress Colette EVP & Chief Financial Officer Aug 28 '23 Sale 460.74 4,980 2,294,476 499,428 Aug 30 05:08 PM Dabiri John Director Jun 26 '23 Sale 424.53 283 120,142 2,401 Jun 27 05:48 PM STEVENS MARK A Director Jun 20 '23 Sale 432.06 40,000 17,282,441 1,052,286 Jun 21 05:01 PM STEVENS MARK A Director Jun 16 '23 Sale 430.50 78,602 33,838,168 1,092,286 Jun 21 05:01 PM COXE TENCH Director Jun 14 '23 Sale 422.15 50,000 21,107,720 3,297,136 Jun 16 05:00 PM SEAWELL A BROOKE Director Jun 14 '23 Sale 424.69 860 365,233 1,438 Jun 15 04:59 PM JONES HARVEY C Director Jun 13 '23 Sale 403.17 119,795 48,297,293 676,396 Jun 14 04:54 PM HUDSON DAWN E Director Jun 07 '23 Sale 384.03 3,500 1,344,108 81,850 Jun 09 04:12 PM JONES HARVEY C Director Jun 02 '23 Sale 405.00 70,205 28,433,025 796,191 Jun 06 04:58 PM Dabiri John Director Jun 01 '23 Sale 384.89 383 147,413 2,034 Jun 05 08:02 PM Kress Colette EVP & Chief Financial Officer May 30 '23 Sale 406.51 6,124 2,489,468 538,745 Jun 01 04:36 PM COXE TENCH Director May 26 '23 Sale 379.00 100,000 37,900,000 3,397,136 May 31 06:26 PM Drell Persis Director May 26 '23 Sale 386.03 7,800 3,011,042 35,478 May 31 05:20 PM Shoquist Debora EVP, Operations May 18 '23 Sale 305.00 23,084 7,040,620 139,860 May 22 04:35 PM
Index RUT P/E - EPS (ttm) -2.74 Insider Own 25.03% Shs Outstand 14.02M Perf Week 6.57%
Market Cap 209.62M Forward P/E 9.53 EPS next Y 1.34 Insider Trans -43.14% Shs Float 12.34M Perf Month -1.74%
Income -44.96M PEG - EPS next Q 0.05 Inst Own 46.84% Short Float 1.96% Perf Quarter 22.57%
Sales 454.23M P/S 0.46 EPS this Y 160.56% Inst Trans -2.44% Short Ratio 3.91 Perf Half Y 40.10%
Book/sh 0.38 P/B 33.38 EPS next Y -9.68% ROA -6.07% Short Interest 0.24M Perf Year 28.64%
Cash/sh 3.71 P/C 3.43 EPS next 5Y 12.00% ROE -125.01% 52W Range 8.00 - 13.57 Perf YTD 20.60%
Dividend Est. - P/FCF 3.97 EPS past 5Y 12.70% ROI -8.19% 52W High -6.15% Beta 1.33
Dividend TTM 0.76 (5.97% ) Quick Ratio 1.67 Sales past 5Y 2.66% Gross Margin 23.30% 52W Low 59.19% ATR (14) 0.41
Dividend Ex-Date Apr 04, 2024 Current Ratio 1.67 EPS Y/Y TTM -478.04% Oper. Margin 16.02% RSI (14) 59.82 Volatility 3.26% 3.49%
Employees 2159 Debt/Eq 86.12 Sales Y/Y TTM -1.91% Profit Margin -9.90% Recom 1.00 Target Price 16.83
Option/Short Yes / Yes LT Debt/Eq 84.62 EPS Q/Q -172.13% Payout - Rel Volume 0.34 Prev Close 12.63
Sales Surprise 2.62% EPS Surprise -140.45% Sales Q/Q -4.56% Earnings May 09 BMO Avg Volume 61.99K Price 12.73
SMA20 3.47% SMA50 9.82% SMA200 23.01% Trades
Volume 8,233 Change 0.83%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-27-21 Upgrade Barrington Research
Mkt Perform → Outperform
$15
Apr-14-20 Downgrade Barrington Research
Outperform → Mkt Perform
Mar-13-18 Upgrade Barrington Research
Mkt Perform → Outperform
$10
Nov-13-17 Reiterated RBC Capital Mkts
Outperform
$12 → $10
Nov-08-17 Downgrade Stephens
Overweight → Equal-Weight
Sep-29-17 Downgrade BofA/Merrill
Buy → Underperform
Jan-03-17 Downgrade Barrington Research
Outperform → Mkt Perform
May-23-16 Downgrade Macquarie
Outperform → Neutral
Apr-12-24 06:40PM
Apr-08-24 01:01PM
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(Associated Press Finance)
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(American City Business Journals)
Townsquare Media, Inc. is a community-focused digital media, digital marketing solutions and radio company, which engages in owning and operating radio stations, digital and social properties and live events in small and mid-sized markets across the United States. It operates through the following business segments: Subscription Digital Marketing Solutions, Digital Advertising, Broadcast Advertising, Other, and Corporate. The company was founded by Alexander Berkett, Steven Price, Scott Schatz and Stuart B. Rosenstein in 1994 and is headquartered in Purchase, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
PRICE STEVEN Executive Chairman Apr 04 '24 Option Exercise 8.74 1,565,681 13,684,052 2,462,796 Apr 08 10:33 AM Rosenstein Stuart B EVP and CFO Apr 04 '24 Option Exercise 8.74 782,840 6,842,022 1,275,503 Apr 08 10:40 AM Wilson Bill Chief Executive Officer Apr 04 '24 Option Exercise 8.74 391,420 3,421,011 2,530,555 Apr 08 10:37 AM Schatz Scott EVP, Finance Op and Tech Apr 04 '24 Option Exercise 8.74 131,929 1,153,059 332,012 Apr 08 10:45 AM Hellum Erik COO Apr 04 '24 Option Exercise 8.74 76,056 664,729 701,998 Apr 08 10:43 AM Yenicay Claire Marie EVP, Inv Rel and Corp Comm Apr 04 '24 Option Exercise 8.74 31,048 271,360 221,239 Apr 08 10:47 AM GINSBERG GARY L Director Apr 04 '24 Option Exercise 9.63 11,057 106,479 100,164 Apr 08 10:34 AM PRICE STEVEN Executive Chairman Apr 04 '24 Sale 12.36 1,565,681 19,351,817 897,115 Apr 08 10:33 AM Rosenstein Stuart B EVP and CFO Apr 04 '24 Sale 12.36 782,840 9,675,902 492,663 Apr 08 10:40 AM Wilson Bill Chief Executive Officer Apr 04 '24 Sale 12.36 391,420 4,837,951 2,139,135 Apr 08 10:37 AM Schatz Scott EVP, Finance Op and Tech Apr 04 '24 Sale 12.36 131,929 1,630,642 200,083 Apr 08 10:45 AM Hellum Erik COO Apr 04 '24 Sale 12.36 76,056 940,052 625,942 Apr 08 10:43 AM Yenicay Claire Marie EVP, Inv Rel and Corp Comm Apr 04 '24 Sale 12.36 31,048 383,753 190,191 Apr 08 10:47 AM GINSBERG GARY L Director Apr 04 '24 Sale 12.36 11,057 136,665 89,107 Apr 08 10:34 AM GINSBERG GARY L Director Apr 01 '24 Option Exercise 9.63 15,000 144,450 115,164 Apr 03 05:36 PM GINSBERG GARY L Director Apr 01 '24 Sale 11.68 15,000 175,200 100,164 Apr 03 05:36 PM Hellum Erik COO Mar 28 '24 Option Exercise 6.25 3,972 24,825 705,970 Mar 29 03:23 PM Hellum Erik COO Mar 28 '24 Sale 11.02 3,972 43,771 701,998 Mar 29 03:23 PM Hellum Erik COO Mar 27 '24 Option Exercise 6.25 8,875 55,469 714,845 Mar 29 03:23 PM Hellum Erik COO Mar 27 '24 Sale 10.92 8,875 96,915 705,970 Mar 29 03:23 PM Hellum Erik COO Mar 26 '24 Option Exercise 6.25 1,480 9,250 716,325 Mar 27 05:20 PM Hellum Erik COO Mar 26 '24 Sale 10.90 1,480 16,132 714,845 Mar 27 05:20 PM Hellum Erik COO Mar 25 '24 Option Exercise 6.25 1,897 11,856 718,222 Mar 27 05:20 PM Hellum Erik COO Mar 25 '24 Sale 10.93 1,897 20,734 716,325 Mar 27 05:20 PM Hellum Erik COO Mar 22 '24 Option Exercise 6.25 5,000 31,250 723,222 Mar 25 04:59 PM Hellum Erik COO Mar 22 '24 Sale 10.95 5,000 54,750 718,222 Mar 25 04:59 PM Hellum Erik COO Mar 21 '24 Option Exercise 6.25 13,514 84,462 736,736 Mar 25 04:59 PM Hellum Erik COO Mar 21 '24 Sale 10.90 13,514 147,303 723,222 Mar 25 04:59 PM Hellum Erik COO Mar 20 '24 Option Exercise 8.74 3,380 29,541 740,116 Mar 21 04:59 PM Hellum Erik COO Mar 20 '24 Sale 11.03 3,380 37,281 736,736 Mar 21 04:59 PM Hellum Erik COO Mar 19 '24 Option Exercise 8.74 229 2,001 740,345 Mar 21 04:59 PM Hellum Erik COO Mar 19 '24 Sale 11.05 229 2,530 740,116 Mar 21 04:59 PM Hellum Erik COO Dec 28 '23 Option Exercise 8.74 31,182 272,531 678,543 Dec 29 04:37 PM Hellum Erik COO Dec 28 '23 Sale 10.97 31,182 342,067 647,361 Dec 29 04:37 PM Hellum Erik COO Dec 27 '23 Option Exercise 8.74 6,100 53,314 684,643 Dec 29 04:37 PM Hellum Erik COO Dec 27 '23 Sale 10.86 6,100 66,246 678,543 Dec 29 04:37 PM Hellum Erik COO Dec 26 '23 Option Exercise 8.74 6,915 60,437 691,558 Dec 27 04:53 PM Hellum Erik COO Dec 26 '23 Sale 10.78 6,915 74,544 684,643 Dec 27 04:53 PM Hellum Erik COO Dec 22 '23 Option Exercise 8.74 3,085 26,963 694,643 Dec 27 04:53 PM Hellum Erik COO Dec 22 '23 Sale 10.79 3,085 33,287 691,558 Dec 27 04:53 PM Hellum Erik COO Dec 20 '23 Option Exercise 8.74 3,286 28,720 697,929 Dec 21 04:33 PM Hellum Erik COO Dec 20 '23 Sale 11.00 3,286 36,146 694,643 Dec 21 04:33 PM Hellum Erik COO Dec 19 '23 Option Exercise 8.74 1,526 13,337 699,455 Dec 21 04:33 PM Hellum Erik COO Dec 19 '23 Sale 11.00 1,526 16,786 697,929 Dec 21 04:33 PM Schatz Scott EVP, Finance Op and Tech Dec 15 '23 Option Exercise 8.74 4,133 36,122 11,779 Dec 19 04:09 PM Schatz Scott EVP, Finance Op and Tech Dec 15 '23 Sale 10.51 4,133 43,438 7,646 Dec 19 04:09 PM Schatz Scott EVP, Finance Op and Tech Dec 14 '23 Option Exercise 8.74 2,355 20,583 10,001 Dec 15 04:23 PM Schatz Scott EVP, Finance Op and Tech Dec 14 '23 Sale 10.50 2,355 24,728 7,646 Dec 15 04:23 PM Schatz Scott EVP, Finance Op and Tech Dec 13 '23 Option Exercise 8.74 9,374 81,929 17,020 Dec 15 04:23 PM Schatz Scott EVP, Finance Op and Tech Dec 13 '23 Sale 10.34 9,374 96,927 7,646 Dec 15 04:23 PM Schatz Scott EVP, Finance Op and Tech Dec 07 '23 Option Exercise 8.74 12,616 110,264 20,262 Dec 08 04:11 PM Schatz Scott EVP, Finance Op and Tech Dec 07 '23 Sale 10.22 12,616 128,936 7,646 Dec 08 04:11 PM Schatz Scott EVP, Finance Op and Tech Dec 06 '23 Option Exercise 8.74 1,522 13,302 9,168 Dec 08 04:11 PM Schatz Scott EVP, Finance Op and Tech Dec 06 '23 Sale 10.20 1,522 15,524 7,646 Dec 08 04:11 PM Lebow David Director Aug 30 '23 Option Exercise 8.74 5,962 52,108 79,665 Aug 31 04:05 PM Lebow David Director Aug 30 '23 Sale 9.42 5,457 51,405 74,208 Aug 31 04:05 PM Lebow David Director Aug 29 '23 Option Exercise 8.74 5,965 52,134 85,194 Aug 31 04:05 PM Lebow David Director Aug 29 '23 Sale 9.30 5,529 51,420 79,665 Aug 31 04:05 PM Lebow David Director Aug 28 '23 Option Exercise 8.74 5,964 52,125 90,568 Aug 29 04:05 PM Lebow David Director Aug 28 '23 Sale 9.72 5,374 52,235 85,194 Aug 29 04:05 PM Lebow David Director Aug 25 '23 Option Exercise 8.74 4,475 39,112 94,592 Aug 29 04:05 PM Lebow David Director Aug 25 '23 Sale 9.70 4,024 39,033 90,568 Aug 29 04:05 PM Schatz Scott EVP, Finance Op and Tech Jun 28 '23 Option Exercise 8.74 18,441 161,174 24,087 Jun 29 04:57 PM Hellum Erik COO Jun 28 '23 Option Exercise 8.74 10,000 87,400 598,961 Jun 30 04:46 PM Schatz Scott EVP, Finance Op and Tech Jun 28 '23 Sale 12.14 18,441 223,874 5,646 Jun 29 04:57 PM Hellum Erik COO Jun 28 '23 Sale 12.05 10,000 120,500 588,961 Jun 30 04:46 PM Hellum Erik COO Jun 27 '23 Option Exercise 8.74 15,000 131,100 613,961 Jun 28 05:01 PM Schatz Scott EVP, Finance Op and Tech Jun 27 '23 Option Exercise 8.74 10,002 87,417 15,648 Jun 29 04:57 PM Hellum Erik COO Jun 27 '23 Sale 11.60 15,000 174,000 598,961 Jun 28 05:01 PM Schatz Scott EVP, Finance Op and Tech Jun 27 '23 Sale 11.95 10,002 119,524 5,646 Jun 29 04:57 PM Hellum Erik COO Jun 26 '23 Option Exercise 8.74 6,748 58,978 620,709 Jun 28 05:01 PM Hellum Erik COO Jun 26 '23 Sale 11.43 6,748 77,130 613,961 Jun 28 05:01 PM Hellum Erik COO Jun 22 '23 Option Exercise 8.74 8,921 77,970 629,630 Jun 23 04:33 PM Schatz Scott EVP, Finance Op and Tech Jun 22 '23 Option Exercise 8.74 5,337 46,645 10,983 Jun 26 04:34 PM Hellum Erik COO Jun 22 '23 Sale 12.00 8,921 107,052 620,709 Jun 23 04:33 PM Schatz Scott EVP, Finance Op and Tech Jun 22 '23 Sale 12.11 5,337 64,631 5,646 Jun 26 04:34 PM Hellum Erik COO Jun 21 '23 Option Exercise 8.74 9,302 81,299 638,932 Jun 23 04:33 PM Hellum Erik COO Jun 21 '23 Sale 11.91 9,302 110,787 629,630 Jun 23 04:33 PM
Index NDX P/E - EPS (ttm) -1.07 Insider Own 28.54% Shs Outstand 375.99M Perf Week -13.06%
Market Cap 45.31B Forward P/E 80.50 EPS next Y 1.38 Insider Trans -2.21% Shs Float 292.20M Perf Month -18.98%
Income -420.00M PEG - EPS next Q -0.09 Inst Own 62.46% Short Float 3.91% Perf Quarter -3.07%
Sales 9.11B P/S 4.97 EPS this Y 112.99% Inst Trans -0.77% Short Ratio 2.72 Perf Half Y 24.46%
Book/sh 17.13 P/B 6.47 EPS next Y 646.23% ROA -3.98% Short Interest 11.42M Perf Year 65.97%
Cash/sh 10.98 P/C 10.09 EPS next 5Y - ROE -6.21% 52W Range 62.83 - 143.34 Perf YTD 12.06%
Dividend Est. - P/FCF 29.81 EPS past 5Y -16.86% ROI -5.61% 52W High -22.69% Beta 1.74
Dividend TTM - Quick Ratio 1.62 Sales past 5Y 113.09% Gross Margin 40.99% 52W Low 76.37% ATR (14) 5.27
Dividend Ex-Date - Current Ratio 1.62 EPS Y/Y TTM 70.00% Oper. Margin -5.14% RSI (14) 29.48 Volatility 4.50% 3.73%
Employees 19300 Debt/Eq 0.08 Sales Y/Y TTM 27.24% Profit Margin -4.61% Recom 1.85 Target Price 135.14
Option/Short Yes / Yes LT Debt/Eq 0.07 EPS Q/Q 86.25% Payout - Rel Volume 0.94 Prev Close 115.56
Sales Surprise 2.30% EPS Surprise -83.49% Sales Q/Q 23.49% Earnings May 01 AMC Avg Volume 4.20M Price 110.82
SMA20 -13.60% SMA50 -15.64% SMA200 9.28% Trades
Volume 1,536,218 Change -4.10%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-19-24 Initiated Loop Capital
Buy
$170
Apr-11-24 Upgrade MoffettNathanson
Neutral → Buy
$118 → $164
Apr-04-24 Initiated The Benchmark Company
Buy
$165
Mar-15-24 Upgrade Piper Sandler
Underweight → Neutral
$53 → $127
Mar-04-24 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$130 → $175
Feb-22-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$135 → $145
Jan-09-24 Initiated BMO Capital Markets
Outperform
$120
Jan-08-24 Upgrade Jefferies
Hold → Buy
$90 → $130
Nov-16-23 Initiated Deutsche Bank
Buy
$125
Oct-24-23 Initiated Seaport Research Partners
Neutral
Sep-18-23 Upgrade Mizuho
Neutral → Buy
$90 → $105
Sep-15-23 Downgrade MoffettNathanson
Outperform → Market Perform
Sep-11-23 Upgrade Jefferies
Underperform → Hold
$70 → $90
Aug-01-23 Reiterated BofA Securities
Buy
$82 → $95
Jun-14-23 Downgrade Gordon Haskett
Buy → Hold
$73 → $72
Jun-08-23 Initiated Wells Fargo
Equal Weight
$70
Jun-06-23 Initiated Wedbush
Neutral
$75
Apr-21-23 Initiated ROTH MKM
Neutral
$72
Feb-21-23 Reiterated DA Davidson
Neutral
$60 → $77
Jan-30-23 Initiated MoffettNathanson
Outperform
$79
Show Previous Ratings
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Mar-21-24 03:13PM
12:56PM
12:33PM
10:57AM
(Nation's Restaurant News)
09:00AM
Mar-20-24 05:32PM
(Yahoo Finance Video) +5.41%
Mar-18-24 04:24PM
09:00AM
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02:49PM
10:33AM
Mar-13-24 11:30AM
09:00AM
Mar-12-24 04:32PM
10:22AM
Mar-08-24 12:29PM
(The Wall Street Journal)
10:16AM
(The Wall Street Journal)
10:10AM
08:30AM
Mar-06-24 12:43PM
(Nation's Restaurant News)
Mar-04-24 06:56PM
04:31PM
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11:10AM
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(Yahoo Finance Video) +5.86%
10:48AM
Feb-20-24 09:15AM
Feb-16-24 01:03PM
12:22PM
11:24AM
10:10AM
09:37AM
(The Wall Street Journal)
DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013, and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Adarkar Prabir PRESIDENT AND COO May 01 '24 Option Exercise 7.16 8,000 57,280 918,340 May 03 04:05 PM Adarkar Prabir PRESIDENT AND COO May 01 '24 Sale 128.48 8,000 1,027,862 910,340 May 03 04:05 PM Yandell Keith CHIEF BUSINESS OFFICER May 01 '24 Sale 128.15 3,500 448,525 151,752 May 03 04:05 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Apr 30 '24 Sale 130.95 7,000 916,654 384,425 May 02 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Apr 16 '24 Option Exercise 0.20 132,300 26,460 132,300 Apr 18 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Apr 16 '24 Sale 133.51 132,300 17,663,909 0 Apr 18 04:05 PM Fang Andy Director Apr 12 '24 Option Exercise 0.20 66,195 13,239 102,677 Apr 15 04:05 PM Fang Andy Director Apr 12 '24 Sale 138.93 66,195 9,196,587 36,482 Apr 15 04:05 PM Fang Andy Director Apr 11 '24 Option Exercise 0.20 66,195 13,239 102,677 Apr 15 04:05 PM Fang Andy Director Apr 11 '24 Sale 139.31 66,195 9,221,472 36,482 Apr 15 04:05 PM Brown Shona L Director Apr 04 '24 Sale 141.60 700 99,120 70,111 Apr 08 04:05 PM Adarkar Prabir PRESIDENT AND COO Apr 01 '24 Option Exercise 7.16 8,000 57,280 918,340 Apr 03 04:25 PM Fang Andy Director Apr 01 '24 Option Exercise 0.20 67,000 13,400 103,482 Apr 03 04:26 PM Fang Andy Director Apr 01 '24 Sale 138.36 67,000 9,269,921 36,482 Apr 03 04:26 PM Adarkar Prabir PRESIDENT AND COO Apr 01 '24 Sale 137.91 8,000 1,103,280 910,340 Apr 03 04:25 PM Yandell Keith CHIEF BUSINESS OFFICER Apr 01 '24 Sale 137.91 3,500 482,685 155,252 Apr 03 04:27 PM Fang Andy Director Mar 28 '24 Option Exercise 0.20 67,000 13,400 103,482 Apr 01 04:20 PM Fang Andy Director Mar 28 '24 Sale 139.09 67,000 9,318,897 36,482 Apr 01 04:20 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Mar 28 '24 Sale 138.98 5,000 694,895 391,425 Apr 01 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Mar 14 '24 Option Exercise 0.20 132,300 26,460 132,300 Mar 18 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Mar 14 '24 Sale 131.96 132,300 17,458,884 0 Mar 18 04:05 PM Brown Shona L Director Mar 06 '24 Sale 133.09 703 93,562 70,811 Mar 08 05:12 PM Yandell Keith CHIEF BUSINESS OFFICER Mar 01 '24 Sale 124.50 3,500 435,750 161,102 Mar 05 04:05 PM Lee Gordon S CHIEF ACCOUNTING OFFICER Mar 01 '24 Sale 124.50 1,000 124,500 92,207 Mar 05 04:05 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Feb 29 '24 Sale 123.35 5,000 616,750 396,425 Mar 04 04:05 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Feb 23 '24 Sale 121.54 12,923 1,570,613 166,990 Feb 27 04:08 PM Adarkar Prabir PRESIDENT AND COO Feb 20 '24 Sale 112.01 18,560 2,078,853 910,340 Feb 22 04:05 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Feb 20 '24 Sale 112.01 13,313 1,491,199 401,425 Feb 22 04:05 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Feb 20 '24 Sale 111.98 11,718 1,312,229 179,913 Feb 22 04:05 PM Yandell Keith CHIEF BUSINESS OFFICER Feb 20 '24 Sale 111.99 9,748 1,091,727 169,602 Feb 22 04:06 PM Lee Gordon S CHIEF ACCOUNTING OFFICER Feb 20 '24 Sale 112.01 3,731 417,923 93,207 Feb 22 04:05 PM Fang Andy Director Feb 20 '24 Sale 111.99 3,704 414,828 37,265 Feb 22 04:06 PM Tang Stanley Director Feb 20 '24 Sale 111.97 3,662 410,036 36,642 Feb 22 04:06 PM Fang Andy Director Feb 16 '24 Option Exercise 0.20 67,000 13,400 107,969 Feb 20 04:41 PM Fang Andy Director Feb 16 '24 Sale 110.57 67,000 7,408,020 40,969 Feb 20 04:41 PM Fang Andy Director Feb 15 '24 Option Exercise 0.20 67,000 13,400 107,969 Feb 20 04:41 PM Fang Andy Director Feb 15 '24 Sale 121.81 67,000 8,161,239 40,969 Feb 20 04:41 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Feb 15 '24 Sale 123.45 2,504 309,113 191,631 Feb 20 04:42 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Feb 14 '24 Sale 120.08 23,125 2,776,781 194,135 Feb 16 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Feb 12 '24 Option Exercise 0.20 132,300 26,460 132,300 Feb 14 04:00 PM Xu Tony CHIEF EXECUTIVE OFFICER Feb 12 '24 Sale 119.72 132,300 15,839,012 0 Feb 14 04:00 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Feb 12 '24 Sale 120.15 1,880 225,882 217,260 Feb 14 04:05 PM Tang Stanley Director Feb 06 '24 Option Exercise 0.20 73,390 14,678 113,694 Feb 07 04:01 PM Tang Stanley Director Feb 06 '24 Sale 109.57 73,390 8,041,519 40,304 Feb 07 04:01 PM Brown Shona L Director Feb 06 '24 Sale 109.71 700 76,797 71,514 Feb 08 04:58 PM Tang Stanley Director Feb 05 '24 Option Exercise 0.20 93,000 18,600 133,304 Feb 07 04:01 PM Tang Stanley Director Feb 05 '24 Sale 107.92 93,000 10,036,945 40,304 Feb 07 04:01 PM Adarkar Prabir PRESIDENT AND COO Feb 01 '24 Option Exercise 7.16 8,000 57,280 936,900 Feb 05 04:18 PM Adarkar Prabir PRESIDENT AND COO Feb 01 '24 Sale 104.89 8,000 839,120 928,900 Feb 05 04:18 PM Yandell Keith CHIEF BUSINESS OFFICER Feb 01 '24 Sale 104.89 3,500 367,115 179,350 Feb 05 04:20 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Jan 30 '24 Sale 109.73 5,000 548,650 414,738 Feb 01 04:08 PM Fang Andy Director Jan 12 '24 Option Exercise 0.20 67,000 13,400 107,969 Jan 16 05:22 PM Fang Andy Director Jan 12 '24 Sale 105.00 66,980 7,032,635 40,969 Jan 16 05:22 PM Fang Andy Director Jan 11 '24 Option Exercise 0.20 67,000 13,400 107,969 Jan 16 05:22 PM Fang Andy Director Jan 11 '24 Sale 104.08 67,000 6,973,246 40,969 Jan 16 05:22 PM Xu Tony Chief Executive Officer Jan 10 '24 Option Exercise 0.20 132,300 26,460 132,300 Jan 12 04:01 PM Xu Tony Chief Executive Officer Jan 10 '24 Sale 104.93 132,300 13,882,766 0 Jan 12 04:01 PM Tang Stanley Director Jan 09 '24 Option Exercise 0.20 93,000 18,600 133,304 Jan 10 04:01 PM Tang Stanley Director Jan 09 '24 Sale 100.34 93,000 9,331,391 40,304 Jan 10 04:01 PM Tang Stanley Director Jan 08 '24 Option Exercise 0.20 93,000 18,600 133,304 Jan 10 04:01 PM Tang Stanley Director Jan 08 '24 Sale 98.04 93,000 9,117,985 40,304 Jan 10 04:01 PM Brown Shona L Director Jan 05 '24 Sale 93.54 700 65,478 72,214 Jan 09 04:05 PM Adarkar Prabir President and COO Jan 02 '24 Sale 97.72 8,000 781,786 928,900 Jan 04 04:12 PM Yandell Keith Chief Business Officer Jan 02 '24 Sale 97.80 3,500 342,300 182,850 Jan 04 04:12 PM Fang Andy Director Dec 29 '23 Option Exercise 0.20 67,000 13,400 107,969 Jan 02 04:11 PM Fang Andy Director Dec 29 '23 Sale 99.97 67,000 6,698,173 40,969 Jan 02 04:11 PM Inukonda Ravi Chief Financial Officer Dec 29 '23 Sale 100.07 7,000 700,513 419,738 Jan 03 04:06 PM Fang Andy Director Dec 28 '23 Option Exercise 0.20 67,000 13,400 107,969 Jan 02 04:11 PM Fang Andy Director Dec 28 '23 Sale 99.80 67,000 6,686,289 40,969 Jan 02 04:11 PM Fang Andy Director Dec 19 '23 Option Exercise 7.16 6,255 44,786 47,224 Dec 21 04:04 PM Xu Tony Chief Executive Officer Dec 12 '23 Option Exercise 0.20 132,300 26,460 132,300 Dec 14 04:25 PM Xu Tony Chief Executive Officer Dec 12 '23 Sale 101.07 132,300 13,372,144 0 Dec 14 04:25 PM Sherringham Tia General Counsel and Secretary Dec 08 '23 Sale 100.02 42,423 4,243,182 219,140 Dec 12 04:02 PM Tang Stanley Director Dec 06 '23 Option Exercise 0.20 93,000 18,600 133,304 Dec 07 04:09 PM Tang Stanley Director Dec 06 '23 Sale 98.32 93,000 9,143,415 40,304 Dec 07 04:09 PM Brown Shona L Director Dec 06 '23 Sale 98.00 703 68,894 72,914 Dec 08 04:19 PM Tang Stanley Director Dec 05 '23 Option Exercise 0.20 93,000 18,600 133,304 Dec 07 04:09 PM Tang Stanley Director Dec 05 '23 Sale 95.83 93,000 8,912,569 40,304 Dec 07 04:09 PM Adarkar Prabir President and COO Dec 01 '23 Sale 93.05 8,000 744,400 936,900 Dec 05 04:13 PM Yandell Keith Chief Business Officer Dec 01 '23 Sale 93.05 3,500 325,675 186,350 Dec 05 04:14 PM Inukonda Ravi Chief Financial Officer Nov 30 '23 Sale 94.81 7,000 663,670 426,738 Dec 04 04:36 PM Adarkar Prabir President and COO Nov 20 '23 Sale 95.11 17,776 1,690,649 944,900 Nov 22 04:01 PM Inukonda Ravi Chief Financial Officer Nov 20 '23 Sale 95.09 12,550 1,193,437 433,738 Nov 22 04:02 PM Sherringham Tia General Counsel and Secretary Nov 20 '23 Sale 95.10 12,241 1,164,156 261,563 Nov 22 04:03 PM Yandell Keith Chief Business Officer Nov 20 '23 Sale 95.11 9,171 872,258 194,850 Nov 22 04:05 PM Fang Andy Director Nov 20 '23 Sale 95.08 3,499 332,685 41,797 Nov 22 04:01 PM Lee Gordon S Chief Accounting Officer Nov 20 '23 Sale 95.11 3,474 330,416 96,938 Nov 22 04:03 PM Tang Stanley Director Nov 20 '23 Sale 95.09 3,463 329,279 40,719 Nov 22 04:04 PM Fang Andy Director Nov 17 '23 Option Exercise 0.20 67,000 13,400 112,296 Nov 20 04:39 PM Fang Andy Director Nov 17 '23 Sale 95.11 67,000 6,372,512 45,296 Nov 20 04:39 PM Fang Andy Director Nov 16 '23 Option Exercise 0.20 67,000 13,400 112,296 Nov 20 04:39 PM Fang Andy Director Nov 16 '23 Sale 94.40 67,000 6,324,867 45,296 Nov 20 04:39 PM Xu Tony Chief Executive Officer Nov 15 '23 Option Exercise 0.20 132,300 26,460 132,300 Nov 17 04:08 PM Xu Tony Chief Executive Officer Nov 15 '23 Sale 94.92 132,300 12,557,493 0 Nov 17 04:08 PM Tang Stanley Director Nov 14 '23 Option Exercise 0.20 93,000 18,600 137,182 Nov 15 05:11 PM Tang Stanley Director Nov 14 '23 Sale 92.56 93,000 8,607,905 44,182 Nov 15 05:11 PM Tang Stanley Director Nov 13 '23 Option Exercise 0.20 93,000 18,600 137,182 Nov 15 05:11 PM Tang Stanley Director Nov 13 '23 Sale 88.47 93,000 8,227,969 44,182 Nov 15 05:11 PM Lee Gordon S Chief Accounting Officer Nov 13 '23 Sale 86.70 1,000 86,700 100,412 Nov 15 05:10 PM Brown Shona L Director Nov 06 '23 Sale 92.49 700 64,743 73,617 Nov 08 05:12 PM
Index RUT P/E - EPS (ttm) -23.08 Insider Own 18.10% Shs Outstand 19.88M Perf Week -2.30%
Market Cap 4.38B Forward P/E - EPS next Y -17.71 Insider Trans 4.18% Shs Float 17.43M Perf Month -17.48%
Income -444.27M PEG - EPS next Q -7.32 Inst Own 88.00% Short Float 19.54% Perf Quarter 9.12%
Sales 0.00M P/S - EPS this Y -36.49% Inst Trans -1.64% Short Ratio 5.97 Perf Half Y 39.61%
Book/sh 42.80 P/B 4.81 EPS next Y 35.10% ROA -62.81% Short Interest 3.41M Perf Year -33.39%
Cash/sh 49.77 P/C 4.13 EPS next 5Y 0.00% ROE -88.78% 52W Range 119.76 - 313.11 Perf YTD -11.08%
Dividend Est. - P/FCF - EPS past 5Y -55.24% ROI -45.90% 52W High -34.29% Beta -0.44
Dividend TTM - Quick Ratio 9.39 Sales past 5Y 0.00% Gross Margin - 52W Low 71.80% ATR (14) 13.40
Dividend Ex-Date - Current Ratio 9.39 EPS Y/Y TTM -15.71% Oper. Margin 0.00% RSI (14) 41.38 Volatility 5.80% 5.49%
Employees 376 Debt/Eq 0.14 Sales Y/Y TTM - Profit Margin - Recom 1.47 Target Price 371.29
Option/Short Yes / Yes LT Debt/Eq 0.14 EPS Q/Q -74.47% Payout - Rel Volume 1.29 Prev Close 217.96
Sales Surprise - EPS Surprise -18.64% Sales Q/Q - Earnings May 07 BMO Avg Volume 570.24K Price 205.74
SMA20 -6.33% SMA50 -14.30% SMA200 2.13% Trades
Volume 286,337 Change -5.60%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-22-24 Initiated BofA Securities
Underperform
$150
Mar-15-24 Upgrade B. Riley Securities
Sell → Neutral
$155 → $270
Mar-06-24 Initiated Citigroup
Buy
$382
Feb-26-24 Downgrade B. Riley Securities
Neutral → Sell
$155
Dec-20-22 Reiterated Oppenheimer
Outperform
$170 → $250
Dec-19-22 Upgrade Raymond James
Underperform → Mkt Perform
Dec-19-22 Reiterated Piper Sandler
Overweight
$203 → $280
Dec-19-22 Reiterated H.C. Wainwright
Buy
$170 → $225
Jul-08-22 Downgrade B. Riley Securities
Buy → Neutral
$131 → $75
Oct-07-21 Initiated Jefferies
Buy
$151
Aug-06-21 Upgrade BMO Capital Markets
Market Perform → Outperform
May-20-21 Resumed Goldman
Buy
$195
Nov-24-20 Resumed Evercore ISI
Outperform
$180
Nov-06-20 Reiterated H.C. Wainwright
Buy
$165 → $184
Jul-31-20 Initiated Piper Sandler
Overweight
$208
Jun-05-20 Initiated BMO Capital Markets
Market Perform
$135
May-05-20 Initiated Chardan Capital Markets
Buy
$205
Jan-30-20 Initiated Canaccord Genuity
Buy
$198
Jan-09-20 Upgrade UBS
Neutral → Buy
$125 → $127
Nov-07-19 Reiterated H.C. Wainwright
Buy
$225 → $215
Show Previous Ratings
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May-07-24 09:18AM
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(Investor's Business Daily)
07:00AM
(The Wall Street Journal)
Mar-17-24 08:50AM
05:50AM
Mar-15-24 04:35PM
04:14PM
(Investor's Business Daily)
03:50PM
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(The Wall Street Journal)
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07:45AM
(Investor's Business Daily)
05:35AM
Mar-14-24 04:25PM
(Investor's Business Daily) -10.77%
04:15PM
12:11PM
Mar-09-24 05:52AM
Mar-06-24 04:05PM
Mar-05-24 08:00AM
06:03AM
Feb-28-24 07:01AM
07:00AM
06:45AM
(Associated Press Finance)
Feb-26-24 04:04PM
(Investor's Business Daily)
10:52AM
(Investor's Business Daily)
Feb-23-24 05:43AM
Feb-21-24 08:00AM
Feb-13-24 01:36PM
Feb-08-24 08:00AM
Feb-06-24 04:05PM
11:29AM
(The Wall Street Journal)
11:28AM
(Investor's Business Daily)
Jan-29-24 08:00AM
02:59AM
Jan-22-24 08:00AM
01:29AM
Jan-04-24 08:00AM
01:21AM
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10:16AM
Dec-15-23 11:01PM
Dec-07-23 08:45AM
Nov-27-23 04:30PM
09:50AM
Nov-24-23 10:00AM
Nov-21-23 08:00AM
Nov-17-23 10:46AM
(Investor's Business Daily)
Nov-16-23 03:03PM
Nov-15-23 04:45PM
Nov-14-23 10:56AM
Nov-13-23 04:40PM
Nov-10-23 08:00AM
07:30AM
Nov-07-23 04:54AM
Nov-06-23 08:00AM
06:29AM
(Associated Press Finance)
Nov-04-23 12:16PM
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Oct-02-23 11:51AM
Sep-29-23 12:41PM
Madrigal Pharmaceuticals, Inc. engages on the development and commercialization of innovative therapeutic candidates for the treatment of cardiovascular, metabolic, and liver diseases. Its lead product, MGL-3196, is used for the treatment of non-alcoholic steatohepatitis and familial hypercholesterolemia. The company was founded by Rebecca Taub and Edward Chiang on September 2011 and is headquartered in Fort Washington, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
FRIEDMAN PAUL A Director Apr 08 '24 Option Exercise 9.45 26,270 248,251 212,005 Apr 10 08:50 PM Taub Rebecca Pres., R&D, and CMO Apr 08 '24 Option Exercise 9.45 2,676 25,288 461,675 Apr 10 08:53 PM FRIEDMAN PAUL A Director Apr 08 '24 Sale 246.19 26,270 6,467,491 185,735 Apr 10 08:50 PM Taub Rebecca Pres., R&D, and CMO Apr 08 '24 Sale 245.99 2,676 658,258 458,999 Apr 10 08:53 PM FRIEDMAN PAUL A Director Apr 05 '24 Option Exercise 9.45 27,613 260,943 213,348 Apr 05 08:50 PM Taub Rebecca Pres., R&D, and CMO Apr 05 '24 Option Exercise 9.45 27,506 259,932 486,505 Apr 05 08:50 PM FRIEDMAN PAUL A Director Apr 05 '24 Sale 243.40 27,613 6,721,081 185,735 Apr 05 08:50 PM Taub Rebecca Pres., R&D, and CMO Apr 05 '24 Sale 243.36 27,506 6,693,790 458,999 Apr 05 08:50 PM FRIEDMAN PAUL A Director Apr 04 '24 Option Exercise 9.45 18,710 176,810 204,445 Apr 05 08:50 PM Taub Rebecca Pres., R&D, and CMO Apr 04 '24 Option Exercise 9.45 18,537 175,175 477,536 Apr 05 08:50 PM FRIEDMAN PAUL A Director Apr 04 '24 Sale 242.96 18,710 4,545,721 185,735 Apr 05 08:50 PM Taub Rebecca Pres., R&D, and CMO Apr 04 '24 Sale 242.91 18,537 4,502,823 458,999 Apr 05 08:50 PM Taub Rebecca Pres., R&D, and CMO Apr 03 '24 Option Exercise 9.45 27,845 263,135 486,844 Apr 05 08:50 PM FRIEDMAN PAUL A Director Apr 03 '24 Option Exercise 9.45 27,407 258,996 213,142 Apr 05 08:50 PM Taub Rebecca Pres., R&D, and CMO Apr 03 '24 Sale 245.14 27,845 6,825,976 458,999 Apr 05 08:50 PM FRIEDMAN PAUL A Director Apr 03 '24 Sale 245.12 27,407 6,718,002 185,735 Apr 05 08:50 PM BATE KENNETH Director Apr 02 '24 Option Exercise 105.08 11,212 1,178,157 12,410 Apr 03 08:44 PM Daly James M Director Apr 02 '24 Option Exercise 105.08 10,912 1,146,633 12,110 Apr 03 08:41 PM BATE KENNETH Director Apr 02 '24 Sale 244.49 11,212 2,741,219 1,198 Apr 03 08:44 PM Daly James M Director Apr 02 '24 Sale 244.51 10,912 2,668,087 1,198 Apr 03 08:41 PM Daly James M Director Apr 01 '24 Option Exercise 100.79 21,577 2,174,711 22,775 Apr 03 08:41 PM BATE KENNETH Director Apr 01 '24 Option Exercise 57.96 21,277 1,233,187 22,475 Apr 03 08:44 PM Levy Richard S Director Apr 01 '24 Option Exercise 63.92 11,000 703,160 21,298 Apr 03 08:47 PM Daly James M Director Apr 01 '24 Sale 257.24 21,577 5,550,544 1,198 Apr 03 08:41 PM BATE KENNETH Director Apr 01 '24 Sale 257.26 21,277 5,473,779 1,198 Apr 03 08:44 PM Levy Richard S Director Apr 01 '24 Sale 257.48 11,000 2,832,335 10,298 Apr 03 08:47 PM Waltermire Robert E. Senior VP, Chief Pharma Dev. Dec 15 '23 Option Exercise 87.92 2,000 175,840 7,667 Dec 18 04:30 PM Waltermire Robert E. Senior VP, Chief Pharma Dev. Dec 15 '23 Sale 238.50 2,000 477,000 5,667 Dec 18 04:30 PM Waltermire Robert E. Senior VP, Chief Pharma Dev. Dec 14 '23 Option Exercise 87.92 2,000 175,840 7,667 Dec 18 04:30 PM BAKER BROS. ADVISORS LP Director Dec 14 '23 Buy 228.32 20,633 4,710,893 1,793,403 Dec 14 06:10 PM Waltermire Robert E. Senior VP, Chief Pharma Dev. Dec 14 '23 Sale 232.50 2,000 465,000 5,667 Dec 18 04:30 PM Waltermire Robert E. Senior VP, Chief Pharma Dev. Dec 13 '23 Option Exercise 87.92 2,500 219,800 8,167 Dec 14 04:30 PM BAKER BROS. ADVISORS LP Director Dec 13 '23 Buy 219.39 81,159 17,805,684 1,774,294 Dec 14 06:10 PM Waltermire Robert E. Senior VP, Chief Pharma Dev. Dec 13 '23 Sale 225.40 2,500 563,500 5,667 Dec 14 04:30 PM Waltermire Robert E. Senior VP, Chief Pharma Dev. Dec 12 '23 Option Exercise 87.92 1,300 114,296 6,967 Dec 14 04:30 PM BAKER BROS. ADVISORS LP Director Dec 12 '23 Buy 218.31 34,578 7,548,616 1,699,129 Dec 14 06:09 PM Waltermire Robert E. Senior VP, Chief Pharma Dev. Dec 12 '23 Sale 217.85 1,300 283,200 5,667 Dec 14 04:30 PM Lynch Brian Joseph SVP and General Counsel Dec 05 '23 Option Exercise 87.09 1,000 87,090 16,001 Dec 06 04:30 PM Lynch Brian Joseph SVP and General Counsel Dec 05 '23 Sale 227.33 1,000 227,330 15,001 Dec 06 04:30 PM Lynch Brian Joseph SVP and General Counsel Dec 04 '23 Option Exercise 81.16 1,800 146,090 16,801 Dec 06 04:30 PM Lynch Brian Joseph SVP and General Counsel Dec 04 '23 Sale 218.87 1,800 393,964 15,001 Dec 06 04:30 PM Lynch Brian Joseph SVP and General Counsel Nov 30 '23 Option Exercise 73.75 3,000 221,250 18,001 Dec 01 04:30 PM Lynch Brian Joseph SVP and General Counsel Nov 30 '23 Sale 204.58 3,000 613,730 15,001 Dec 01 04:30 PM Lynch Brian Joseph SVP and General Counsel Nov 29 '23 Option Exercise 73.75 4,000 295,000 19,001 Dec 01 04:30 PM Lynch Brian Joseph SVP and General Counsel Nov 29 '23 Sale 199.19 4,000 796,750 15,001 Dec 01 04:30 PM BAKER BROS. ADVISORS LP Director Nov 21 '23 Buy 188.47 64,350 12,128,340 1,667,104 Nov 21 06:15 PM BAKER BROS. ADVISORS LP Director Nov 20 '23 Buy 185.74 20,709 3,846,575 1,607,668 Nov 21 06:14 PM BAKER BROS. ADVISORS LP Director Nov 17 '23 Buy 174.70 46,370 8,100,704 1,588,541 Nov 21 06:14 PM BAKER BROS. ADVISORS LP Director Nov 15 '23 Buy 161.97 15,199 2,461,721 1,545,775 Nov 15 05:13 PM BAKER BROS. ADVISORS LP Director Nov 14 '23 Buy 154.00 37,660 5,799,653 1,500,227 Nov 15 05:12 PM BAKER BROS. ADVISORS LP Director Nov 14 '23 Buy 156.42 34,188 5,347,837 1,531,757 Nov 15 05:13 PM BAKER BROS. ADVISORS LP Director Nov 13 '23 Buy 143.21 69,839 10,001,368 1,465,494 Nov 15 05:12 PM
Index RUT P/E 4.69 EPS (ttm) 5.58 Insider Own 64.73% Shs Outstand 20.41M Perf Week 7.03%
Market Cap 638.81M Forward P/E 3.51 EPS next Y 7.46 Insider Trans -9.79% Shs Float 8.61M Perf Month -10.38%
Income 111.59M PEG - EPS next Q 1.47 Inst Own 14.64% Short Float 1.41% Perf Quarter 20.05%
Sales 375.05M P/S 1.70 EPS this Y 38.84% Inst Trans 3.80% Short Ratio 0.79 Perf Half Y -16.97%
Book/sh 20.66 P/B 1.27 EPS next Y 9.65% ROA 15.28% Short Interest 0.12M Perf Year -38.35%
Cash/sh 0.63 P/C 41.70 EPS next 5Y - ROE 29.56% 52W Range 21.27 - 42.96 Perf YTD -3.93%
Dividend Est. - P/FCF 9.70 EPS past 5Y 25.79% ROI 14.73% 52W High -39.08% Beta 1.28
Dividend TTM 1.42 (5.43% ) Quick Ratio 0.61 Sales past 5Y 989.33% Gross Margin 74.57% 52W Low 23.02% ATR (14) 1.08
Dividend Ex-Date Apr 24, 2024 Current Ratio 0.67 EPS Y/Y TTM 9.74% Oper. Margin 49.99% RSI (14) 42.95 Volatility 4.51% 3.70%
Employees 90 Debt/Eq 0.85 Sales Y/Y TTM 29.05% Profit Margin 29.75% Recom 1.00 Target Price 50.25
Option/Short Yes / Yes LT Debt/Eq 0.80 EPS Q/Q 40.03% Payout 24.37% Rel Volume 0.67 Prev Close 26.31
Sales Surprise 5.34% EPS Surprise -56.39% Sales Q/Q 27.91% Earnings May 08 AMC Avg Volume 152.29K Price 26.17
SMA20 -4.13% SMA50 -7.05% SMA200 -8.26% Trades
Volume 39,796 Change -0.53%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-01-21 Initiated Truist
Buy
$45
Apr-08-21 Initiated ROTH Capital
Buy
$42
Apr-11-24 04:06PM
Apr-09-24 08:00AM
Apr-04-24 07:06AM
Apr-03-24 05:01PM
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Riley Exploration Permian, Inc. is an independent oil and natural gas company. The firm is focused on the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in Texas and New Mexico. Its activities also include the horizontal development of the San Andres formation, a shelf margin deposit on the Northwest Shelf of the Permian Basin. The company was founded in 1916 and is headquartered in Oklahoma City, OK.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
LAWRENCE BRYAN H Director Apr 08 '24 Sale 25.52 700,000 17,860,500 575,254 Apr 10 07:44 PM Bluescape Riley Exploration Ho 10% Owner Apr 08 '24 Sale 25.52 700,000 17,860,500 4,521,767 Apr 10 04:15 PM Riley Exploration Group, LLC 10% Owner Apr 08 '24 Sale 25.52 200,000 5,103,000 1,965,219 Apr 10 07:44 PM Libin Alvin Gerald 10% Owner Apr 04 '24 Buy 27.00 75,000 2,025,000 2,194,921 Apr 08 04:07 PM Riley Bobby CEO & President Mar 13 '24 Sale 28.21 15,000 423,225 364,198 Mar 15 08:04 AM LAWRENCE BRYAN H Director Jan 19 '24 Sale 21.92 13,870 304,097 2,165,219 Jan 22 04:55 PM Riley Exploration Group, LLC 10% Owner Jan 19 '24 Sale 21.92 13,870 304,097 2,165,219 Jan 22 04:52 PM Riley Exploration Group, LLC 10% Owner Jan 18 '24 Sale 22.30 10,244 228,457 2,179,089 Jan 22 04:52 PM LAWRENCE BRYAN H Director Jan 18 '24 Sale 22.30 10,244 228,457 2,179,089 Jan 22 04:55 PM LAWRENCE BRYAN H Director Jan 17 '24 Sale 22.32 8,034 179,357 2,189,333 Jan 17 09:28 PM Riley Exploration Group, LLC 10% Owner Jan 17 '24 Sale 22.32 8,034 179,357 2,189,333 Jan 17 09:36 PM Riley Exploration Group, LLC 10% Owner Jan 16 '24 Sale 23.30 1,100 25,625 2,197,367 Jan 17 09:36 PM LAWRENCE BRYAN H Director Jan 16 '24 Sale 23.30 1,100 25,625 2,197,367 Jan 17 09:28 PM LAWRENCE BRYAN H Director Jan 12 '24 Sale 23.33 16,098 375,640 2,198,467 Jan 17 09:28 PM Riley Exploration Group, LLC 10% Owner Jan 12 '24 Sale 23.33 16,098 375,640 2,198,467 Jan 17 09:36 PM LAWRENCE BRYAN H Director Jan 11 '24 Sale 23.26 18,315 426,027 2,214,565 Jan 11 06:20 PM Riley Exploration Group, LLC 10% Owner Jan 11 '24 Sale 23.26 18,315 426,027 2,214,565 Jan 11 06:25 PM Riley Exploration Group, LLC 10% Owner Jan 10 '24 Sale 24.00 100 2,400 2,232,880 Jan 11 06:25 PM LAWRENCE BRYAN H Director Jan 10 '24 Sale 24.00 100 2,400 2,232,880 Jan 11 06:20 PM LAWRENCE BRYAN H Director Jan 09 '24 Sale 24.27 15,487 375,848 2,232,980 Jan 11 06:20 PM Riley Exploration Group, LLC 10% Owner Jan 09 '24 Sale 24.27 15,487 375,848 2,232,980 Jan 11 06:25 PM Riley Bobby CHIEF EXECUTIVE OFFICER Jan 03 '24 Sale 27.41 7,500 205,563 379,198 Jan 05 04:14 PM Libin Alvin Gerald 10% Owner Sep 19 '23 Buy 30.25 100,000 3,025,000 1,874,779 Sep 21 02:22 PM Riley Kevin PRESIDENT Jun 29 '23 Sale 35.11 3,000 105,330 190,899 Jul 03 01:03 PM
Index NDX, S&P 500 P/E 47.39 EPS (ttm) 6.40 Insider Own 1.30% Shs Outstand 323.10M Perf Week 5.49%
Market Cap 97.94B Forward P/E 49.22 EPS next Y 6.16 Insider Trans -21.07% Shs Float 318.89M Perf Month 8.59%
Income 2.28B PEG 2.66 EPS next Q 1.25 Inst Own 82.02% Short Float 3.62% Perf Quarter -16.84%
Sales 7.53B P/S 13.01 EPS this Y 24.23% Inst Trans -1.29% Short Ratio 1.88 Perf Half Y 27.90%
Book/sh 13.50 P/B 22.45 EPS next Y 11.65% ROA 14.48% Short Interest 11.54M Perf Year 58.27%
Cash/sh 10.45 P/C 29.00 EPS next 5Y 17.83% ROE 89.52% 52W Range 186.75 - 380.84 Perf YTD 2.79%
Dividend Est. - P/FCF 33.52 EPS past 5Y - ROI 48.23% 52W High -20.41% Beta 1.12
Dividend TTM - Quick Ratio 0.79 Sales past 5Y 24.90% Gross Margin 74.05% 52W Low 62.31% ATR (14) 8.11
Dividend Ex-Date - Current Ratio 0.79 EPS Y/Y TTM 6459.12% Oper. Margin 7.98% RSI (14) 61.92 Volatility 2.76% 2.75%
Employees 13948 Debt/Eq 0.50 Sales Y/Y TTM 22.28% Profit Margin 30.24% Recom 1.71 Target Price 334.21
Option/Short Yes / Yes LT Debt/Eq 0.08 EPS Q/Q 1824.54% Payout 0.00% Rel Volume 0.47 Prev Close 305.52
Sales Surprise 0.21% EPS Surprise 12.34% Sales Q/Q 19.33% Earnings May 20 AMC Avg Volume 6.13M Price 303.12
SMA20 5.51% SMA50 5.85% SMA200 9.83% Trades
Volume 1,120,481 Change -0.79%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-21-24 Downgrade Rosenblatt
Buy → Neutral
$290 → $265
Feb-21-24 Downgrade Piper Sandler
Overweight → Neutral
$350 → $300
Feb-21-24 Downgrade Northland Capital
Outperform → Market Perform
$275
Feb-21-24 Downgrade Loop Capital
Buy → Hold
$300
Feb-21-24 Downgrade CapitalOne
Overweight → Equal Weight
$302
Jan-18-24 Initiated Bernstein
Outperform
$402
Dec-18-23 Downgrade Raymond James
Outperform → Mkt Perform
Dec-15-23 Initiated Susquehanna
Positive
$400
Nov-16-23 Downgrade BofA Securities
Buy → Neutral
Oct-25-23 Initiated Needham
Buy
$305
Oct-18-23 Initiated DZ Bank
Buy
$310
Sep-29-23 Initiated HSBC Securities
Hold
$242
Aug-21-23 Reiterated BTIG Research
Buy
$259 → $270
May-24-23 Reiterated Wolfe Research
Outperform
$210 → $225
May-24-23 Reiterated Wells Fargo
Overweight
$250 → $265
May-24-23 Reiterated UBS
Neutral
$200 → $220
May-24-23 Reiterated TD Cowen
Outperform
$207 → $235
May-24-23 Reiterated Stifel
Buy
$225 → $240
May-24-23 Reiterated Scotiabank
Sector Outperform
$212 → $222
May-24-23 Reiterated Robert W. Baird
Outperform
$230 → $235
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(Investor's Business Daily)
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Mar-26-24 04:03PM
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Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ZUK NIR EVP, Chief Technology Officer May 01 '24 Sale 288.24 36,000 10,376,810 1,295,567 May 03 04:30 PM Klarich Lee EVP, Chief Product Officer Apr 05 '24 Option Exercise 64.50 60,000 3,870,198 234,075 Apr 09 04:30 PM Klarich Lee EVP, Chief Product Officer Apr 05 '24 Sale 268.04 60,000 16,082,453 174,075 Apr 09 04:30 PM ZUK NIR EVP, Chief Technology Officer Apr 01 '24 Sale 280.46 36,000 10,096,399 1,331,567 Apr 03 04:30 PM Paul Josh D. Chief Accounting Officer Apr 01 '24 Sale 285.09 250 71,272 26,294 Apr 03 04:30 PM Klarich Lee EVP, Chief Product Officer Mar 11 '24 Option Exercise 64.50 60,000 3,870,198 258,105 Mar 13 05:00 PM Klarich Lee EVP, Chief Product Officer Mar 11 '24 Sale 284.33 60,000 17,059,885 198,105 Mar 13 05:00 PM Paul Josh D. Chief Accounting Officer Mar 07 '24 Sale 280.00 1,050 294,000 27,247 Mar 08 04:00 PM ZUK NIR EVP, Chief Technology Officer Mar 01 '24 Sale 301.71 36,000 10,861,624 1,367,567 Mar 05 04:30 PM Golechha Dipak EVP, Chief Financial Officer Mar 01 '24 Sale 311.53 2,500 778,825 68,493 Mar 04 04:31 PM Jenkins William D Jr President Feb 23 '24 Sale 280.13 1,867 523,004 25,812 Feb 26 04:30 PM McCarthy Mary Pat Director Feb 21 '24 Sale 266.95 1,000 266,948 43,517 Feb 22 04:31 PM Donovan John Director Feb 08 '24 Sale 366.96 69,240 25,408,559 0 Feb 09 04:00 PM Donovan John Director Feb 07 '24 Sale 366.02 1,700 622,228 5,844 Feb 09 04:00 PM ZUK NIR EVP, Chief Technology Officer Feb 01 '24 Sale 338.58 36,000 12,188,714 1,403,567 Feb 05 04:00 PM Donovan John Director Feb 01 '24 Sale 338.44 5,036 1,704,377 28,184 Feb 02 04:00 PM Klarich Lee EVP, Chief Product Officer Jan 29 '24 Option Exercise 64.50 45,000 2,902,648 243,105 Jan 31 04:50 PM Klarich Lee EVP, Chief Product Officer Jan 29 '24 Sale 343.03 45,000 15,436,330 198,105 Jan 31 04:50 PM Donovan John Director Jan 16 '24 Sale 330.04 8,100 2,673,286 30,352 Jan 16 05:23 PM Donovan John Director Jan 12 '24 Sale 330.03 7,000 2,310,189 33,352 Jan 16 05:23 PM Donovan John Director Jan 09 '24 Sale 300.07 15,100 4,530,991 36,852 Jan 10 06:09 PM Donovan John Director Jan 08 '24 Sale 288.57 20,136 5,810,554 43,352 Jan 10 06:09 PM ZUK NIR EVP, Chief Technology Officer Jan 02 '24 Sale 288.63 36,000 10,390,836 1,439,567 Jan 03 06:14 PM Key John P. Director Dec 18 '23 Sale 308.74 2,297 709,176 14,802 Dec 19 04:36 PM Golechha Dipak EVP, Chief Financial Officer Dec 13 '23 Sale 305.04 2,500 762,600 74,171 Dec 13 05:31 PM Arora Nikesh Chief Executive Officer Dec 12 '23 Option Exercise 66.17 300,000 19,850,010 1,145,116 Dec 13 08:06 PM Arora Nikesh Chief Executive Officer Dec 12 '23 Sale 305.80 300,000 91,738,710 845,116 Dec 13 08:06 PM Arora Nikesh Chief Executive Officer Dec 11 '23 Option Exercise 66.17 5,240 346,714 850,356 Dec 13 08:06 PM Arora Nikesh Chief Executive Officer Dec 11 '23 Sale 300.01 5,240 1,572,060 845,116 Dec 13 08:06 PM McCarthy Mary Pat Director Dec 11 '23 Sale 298.31 1,000 298,306 44,517 Feb 22 04:31 PM Klarich Lee EVP, Chief Product Officer Dec 04 '23 Option Exercise 64.50 45,000 2,902,648 230,217 Dec 05 05:37 PM Klarich Lee EVP, Chief Product Officer Dec 04 '23 Sale 286.59 45,000 12,896,492 185,217 Dec 05 05:37 PM ZUK NIR EVP, Chief Technology Officer Dec 01 '23 Sale 294.50 36,000 10,601,943 1,475,567 Dec 05 05:13 PM Paul Josh D. Chief Accounting Officer Dec 01 '23 Sale 292.31 450 131,540 29,185 Dec 05 05:11 PM Arora Nikesh Chief Executive Officer Nov 27 '23 Option Exercise 66.17 178,474 11,809,036 1,044,869 Nov 28 04:29 PM Arora Nikesh Chief Executive Officer Nov 27 '23 Sale 268.19 178,474 47,865,346 866,395 Nov 28 04:29 PM Arora Nikesh Chief Executive Officer Nov 24 '23 Option Exercise 66.17 30,678 2,029,862 897,073 Nov 28 04:29 PM Arora Nikesh Chief Executive Officer Nov 24 '23 Sale 266.15 30,678 8,164,827 866,395 Nov 28 04:29 PM Arora Nikesh Chief Executive Officer Nov 22 '23 Option Exercise 66.17 40,848 2,702,777 907,243 Nov 27 05:11 PM Arora Nikesh Chief Executive Officer Nov 22 '23 Sale 267.07 40,848 10,909,268 866,395 Nov 27 05:11 PM Klarich Lee EVP, Chief Product Officer Nov 03 '23 Option Exercise 64.50 45,000 2,902,648 230,217 Nov 07 04:18 PM Klarich Lee EVP, Chief Product Officer Nov 03 '23 Sale 243.48 45,000 10,956,386 185,217 Nov 07 04:18 PM ZUK NIR EVP, Chief Technology Officer Nov 01 '23 Sale 243.05 36,000 8,749,741 1,511,567 Nov 03 04:40 PM Paul Josh D. Chief Accounting Officer Nov 01 '23 Sale 245.00 250 61,250 30,285 Nov 03 04:40 PM Klarich Lee EVP, Chief Product Officer Oct 02 '23 Option Exercise 64.50 45,000 2,902,648 222,213 Oct 03 04:55 PM Klarich Lee EVP, Chief Product Officer Oct 02 '23 Sale 235.86 45,000 10,613,868 177,213 Oct 03 04:55 PM ZUK NIR EVP, Chief Technology Officer Oct 02 '23 Sale 235.81 36,000 8,489,176 1,522,898 Oct 03 04:52 PM Bawa Aparna Director Sep 14 '23 Sale 245.59 554 136,056 2,690 Sep 15 04:16 PM Jenkins William D Jr President Sep 07 '23 Sale 245.01 2,040 499,820 37,352 Sep 08 04:33 PM Klarich Lee EVP, Chief Product Officer Sep 01 '23 Option Exercise 64.50 45,000 2,902,648 222,213 Sep 01 07:36 PM Klarich Lee EVP, Chief Product Officer Sep 01 '23 Sale 242.04 45,000 10,891,616 177,213 Sep 01 07:36 PM ZUK NIR EVP, Chief Technology Officer Sep 01 '23 Sale 241.99 36,000 8,711,563 1,558,898 Sep 01 06:49 PM Paul Josh D. Chief Accounting Officer Sep 01 '23 Sale 242.88 325 78,936 31,519 Sep 01 05:07 PM Golechha Dipak EVP, Chief Financial Officer Aug 31 '23 Sale 239.58 2,000 479,160 65,769 Sep 01 04:55 PM Bawa Aparna Director Aug 23 '23 Sale 236.75 721 170,698 3,244 Aug 23 04:12 PM Eschenbach Carl M. Director Aug 22 '23 Sale 237.00 7,482 1,773,207 16,960 Aug 23 09:55 PM Klarich Lee EVP, Chief Product Officer Aug 07 '23 Option Exercise 64.50 45,000 2,902,648 222,213 Aug 08 04:54 PM Klarich Lee EVP, Chief Product Officer Aug 07 '23 Sale 215.17 45,000 9,682,621 177,213 Aug 08 04:54 PM ZUK NIR EVP, Chief Technology Officer Aug 01 '23 Sale 251.85 36,000 9,066,538 1,594,898 Aug 02 08:15 PM Paul Josh D. Chief Accounting Officer Aug 01 '23 Sale 249.89 250 62,472 28,052 Aug 02 08:16 PM Klarich Lee EVP, Chief Product Officer Jul 03 '23 Option Exercise 64.50 45,000 2,902,648 230,212 Jul 06 04:36 PM Klarich Lee EVP, Chief Product Officer Jul 03 '23 Sale 254.09 45,000 11,433,892 185,212 Jul 06 04:36 PM ZUK NIR EVP, Chief Technology Officer Jul 03 '23 Sale 254.01 36,000 9,144,470 1,630,898 Jul 05 06:53 PM Paul Josh D. Chief Accounting Officer Jul 03 '23 Sale 255.10 250 63,775 28,302 Jul 05 06:52 PM Bawa Aparna Director Jun 13 '23 Sale 233.46 544 127,000 3,965 Jun 14 04:11 PM Arora Nikesh Chief Executive Officer Jun 07 '23 Option Exercise 66.17 474,300 31,382,866 1,547,590 Jun 08 04:19 PM Arora Nikesh Chief Executive Officer Jun 07 '23 Sale 219.42 530,169 116,329,034 1,017,421 Jun 08 04:19 PM Arora Nikesh Chief Executive Officer Jun 06 '23 Sale 225.21 19,669 4,429,682 1,073,290 Jun 08 04:19 PM Klarich Lee EVP, Chief Product Officer Jun 05 '23 Option Exercise 64.50 45,000 2,902,648 650,212 Jun 06 06:03 PM Klarich Lee EVP, Chief Product Officer Jun 05 '23 Sale 227.30 45,000 10,228,367 605,212 Jun 06 06:03 PM ZUK NIR EVP, Chief Technology Officer Jun 01 '23 Sale 215.36 36,000 7,753,121 1,666,898 Jun 02 06:10 PM Paul Josh D. Chief Accounting Officer Jun 01 '23 Sale 211.00 500 105,500 29,237 Jun 02 06:07 PM Golechha Dipak EVP, Chief Financial Officer May 30 '23 Sale 216.00 2,000 432,000 71,079 May 30 06:53 PM Arora Nikesh Chief Executive Officer May 25 '23 Sale 208.51 30,000 6,255,330 1,092,959 May 26 08:49 PM Bawa Aparna Director May 25 '23 Sale 207.63 714 148,246 4,509 May 30 06:52 PM
Index NDX P/E 360.42 EPS (ttm) 0.32 Insider Own 17.14% Shs Outstand 305.40M Perf Week -7.40%
Market Cap 39.11B Forward P/E 62.50 EPS next Y 1.87 Insider Trans -3.67% Shs Float 276.79M Perf Month -6.68%
Income 115.28M PEG 25.38 EPS next Q 0.36 Inst Own 67.54% Short Float 3.72% Perf Quarter -10.38%
Sales 2.26B P/S 17.32 EPS this Y 20.12% Inst Trans 0.80% Short Ratio 2.50 Perf Half Y 47.16%
Book/sh 6.12 P/B 19.14 EPS next Y 18.12% ROA 3.17% Short Interest 10.29M Perf Year 49.05%
Cash/sh 8.33 P/C 14.06 EPS next 5Y 14.20% ROE 6.21% 52W Range 75.02 - 138.61 Perf YTD -3.56%
Dividend Est. - P/FCF 55.43 EPS past 5Y - ROI 3.68% 52W High -15.54% Beta 1.12
Dividend TTM - Quick Ratio 3.12 Sales past 5Y 61.97% Gross Margin 81.36% 52W Low 56.04% ATR (14) 5.57
Dividend Ex-Date - Current Ratio 3.38 EPS Y/Y TTM 232.15% Oper. Margin 0.60% RSI (14) 41.42 Volatility 4.24% 3.83%
Employees 5200 Debt/Eq 0.43 Sales Y/Y TTM 25.87% Profit Margin 5.11% Recom 1.72 Target Price 145.61
Option/Short Yes / Yes LT Debt/Eq 0.42 EPS Q/Q 258.89% Payout 0.00% Rel Volume 2.40 Prev Close 112.40
Sales Surprise 3.25% EPS Surprise 24.54% Sales Q/Q 26.89% Earnings May 07 BMO Avg Volume 4.11M Price 117.06
SMA20 -6.64% SMA50 -6.13% SMA200 5.09% Trades
Volume 3,832,471 Change 4.15%
Date
Action
Analyst
Rating Change
Price Target Change
Today Upgrade Robert W. Baird
Neutral → Outperform
$130 → $140
Apr-23-24 Upgrade Wells Fargo
Equal Weight → Overweight
$130 → $150
Jan-16-24 Initiated BMO Capital Markets
Outperform
$140
Dec-07-23 Upgrade Stifel
Hold → Buy
$98 → $140
Dec-05-23 Initiated Scotiabank
Sector Outperform
$138
Nov-08-23 Downgrade Mizuho
Buy → Neutral
$108
Nov-07-23 Upgrade JP Morgan
Neutral → Overweight
Oct-30-23 Downgrade Robert W. Baird
Neutral → Underperform
$100 → $84
Oct-27-23 Downgrade Wells Fargo
Overweight → Equal Weight
$120 → $95
Oct-23-23 Initiated Guggenheim
Neutral
Oct-09-23 Downgrade BofA Securities
Buy → Neutral
$123 → $105
Oct-02-23 Upgrade Piper Sandler
Neutral → Overweight
$88 → $115
Oct-02-23 Initiated UBS
Neutral
$100
Aug-18-23 Initiated TD Cowen
Outperform
$120
Aug-09-23 Downgrade Stifel
Buy → Hold
$115 → $90
Jul-25-23 Upgrade Wolfe Research
Peer Perform → Outperform
$140
May-08-23 Resumed William Blair
Outperform
Apr-18-23 Initiated Piper Sandler
Neutral
$72
Apr-06-23 Initiated DA Davidson
Neutral
$70
Feb-17-23 Initiated CapitalOne
Overweight
$105
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Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Le-Quoc on June 4, 2010, and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Pomel Olivier CHIEF EXECUTIVE OFFICER Apr 24 '24 Sale 130.08 24,518 3,189,238 337,247 Apr 25 05:05 PM Pomel Olivier CHIEF EXECUTIVE OFFICER Apr 23 '24 Sale 130.05 23,924 3,111,398 337,247 Apr 25 05:05 PM OBSTLER DAVID M CHIEF FINANCIAL OFFICER Apr 11 '24 Sale 130.28 15,000 1,954,228 0 Apr 15 04:38 PM OBSTLER DAVID M CHIEF FINANCIAL OFFICER Apr 11 '24 Sale 130.28 15,000 1,954,219 275,191 Apr 15 04:38 PM Walters Sean Michael CHIEF REVENUE OFFICER Apr 11 '24 Sale 129.86 10,000 1,298,609 162,706 Apr 15 04:39 PM Le-Quoc Alexis CHIEF TECHNOLOGY OFFICER Apr 09 '24 Sale 125.53 127,105 15,955,625 290,412 Apr 11 04:37 PM De Madre Armelle CHIEF PEOPLE OFFICER Apr 08 '24 Sale 125.34 600 75,204 100,353 Apr 10 04:20 PM Pomel Olivier CHIEF EXECUTIVE OFFICER Apr 01 '24 Sale 122.96 85,637 10,529,838 337,247 Apr 03 04:16 PM OBSTLER DAVID M CHIEF FINANCIAL OFFICER Mar 21 '24 Sale 125.36 3,833 480,524 0 Mar 25 04:14 PM OBSTLER DAVID M CHIEF FINANCIAL OFFICER Mar 21 '24 Sale 125.36 3,732 467,852 275,191 Mar 25 04:14 PM Ittycheria Dev Director Mar 14 '24 Sale 121.96 135,000 16,464,847 34,867 Mar 15 04:31 PM Ittycheria Dev Director Mar 14 '24 Sale 121.95 50,000 6,097,698 90,899 Mar 15 04:31 PM Le-Quoc Alexis CHIEF TECHNOLOGY OFFICER Mar 13 '24 Sale 123.82 127,105 15,738,124 290,412 Mar 15 04:30 PM OBSTLER DAVID M CHIEF FINANCIAL OFFICER Mar 13 '24 Sale 125.28 11,268 1,411,685 275,191 Mar 13 06:37 PM OBSTLER DAVID M CHIEF FINANCIAL OFFICER Mar 13 '24 Sale 125.28 11,167 1,399,036 0 Mar 13 06:37 PM De Madre Armelle CHIEF PEOPLE OFFICER Mar 13 '24 Sale 125.00 4,276 534,500 100,953 Mar 14 04:16 PM Walters Sean Michael CHIEF REVENUE OFFICER Mar 13 '24 Sale 125.00 4,237 529,625 172,706 Mar 13 06:37 PM De Madre Armelle CHIEF PEOPLE OFFICER Mar 12 '24 Sale 121.79 4,276 520,757 105,229 Mar 14 04:16 PM OBSTLER DAVID M CHIEF FINANCIAL OFFICER Mar 11 '24 Sale 120.73 70,000 8,451,045 275,191 Mar 13 06:37 PM OBSTLER DAVID M CHIEF FINANCIAL OFFICER Mar 11 '24 Sale 120.72 70,000 8,450,622 0 Mar 13 06:37 PM Walters Sean Michael CHIEF REVENUE OFFICER Mar 11 '24 Sale 120.86 5,650 682,854 176,943 Mar 13 06:37 PM Pomel Olivier CHIEF EXECUTIVE OFFICER Mar 05 '24 Sale 123.43 85,637 10,570,531 337,247 Mar 06 05:18 PM Blitzer Adam CHIEF OPERATING OFFICER Mar 05 '24 Sale 123.43 7,421 915,995 196,082 Mar 06 05:14 PM Pomel Olivier CHIEF EXECUTIVE OFFICER Mar 04 '24 Sale 128.58 42,080 5,410,534 337,247 Mar 06 05:18 PM Le-Quoc Alexis CHIEF TECHNOLOGY OFFICER Mar 04 '24 Sale 128.58 37,168 4,778,964 290,412 Mar 06 05:14 PM Agarwal Amit PRESIDENT Mar 04 '24 Sale 128.58 33,311 4,283,042 294,012 Mar 06 05:15 PM OBSTLER DAVID M CHIEF FINANCIAL OFFICER Mar 04 '24 Sale 128.58 31,007 3,986,795 275,191 Mar 06 05:16 PM Blitzer Adam CHIEF OPERATING OFFICER Mar 04 '24 Sale 128.58 20,892 2,686,237 203,503 Mar 06 05:14 PM Walters Sean Michael CHIEF REVENUE OFFICER Mar 04 '24 Sale 128.58 20,692 2,660,517 182,593 Mar 06 05:18 PM De Madre Armelle CHIEF PEOPLE OFFICER Mar 04 '24 Sale 128.58 12,654 1,627,015 109,505 Mar 06 05:16 PM Acocella Kerry GENERAL COUNSEL/CORP SECY Mar 04 '24 Sale 128.58 6,538 840,638 66,402 Mar 06 05:17 PM Pomel Olivier CHIEF EXECUTIVE OFFICER Feb 26 '24 Sale 130.06 19,226 2,500,553 299,075 Feb 28 04:20 PM Agarwal Amit PRESIDENT Feb 16 '24 Sale 130.18 128 16,663 247,071 Feb 16 06:40 PM Le-Quoc Alexis CHIEF TECHNOLOGY OFFICER Feb 12 '24 Sale 135.10 127,105 17,171,396 247,328 Feb 14 04:34 PM Pomel Olivier CHIEF EXECUTIVE OFFICER Feb 06 '24 Sale 129.82 133,315 17,306,383 299,075 Feb 08 05:27 PM Pomel Olivier CHIEF EXECUTIVE OFFICER Jan 24 '24 Sale 130.00 10,000 1,300,000 299,075 Jan 26 05:00 PM Walters Sean Michael CHIEF REVENUE OFFICER Jan 17 '24 Sale 125.00 10,006 1,250,750 146,439 Jan 19 04:12 PM Le-Quoc Alexis CHIEF TECHNOLOGY OFFICER Jan 10 '24 Sale 120.08 127,105 15,262,460 247,328 Jan 12 04:24 PM Pomel Olivier Chief Executive Officer Jan 03 '24 Sale 112.26 85,637 9,613,761 299,075 Jan 05 04:18 PM Le-Quoc Alexis Chief Technology Officer Dec 18 '23 Sale 123.19 127,105 15,657,570 247,328 Dec 20 04:22 PM Acocella Kerry General Counsel/Corp Secy Dec 12 '23 Sale 113.49 17,500 1,986,160 49,533 Dec 14 04:51 PM OBSTLER DAVID M Chief Financial Officer Dec 12 '23 Sale 114.68 10,000 1,146,849 246,009 Dec 14 04:50 PM Walters Sean Michael Chief Revenue Officer Dec 11 '23 Sale 114.87 13,254 1,522,485 156,445 Dec 13 04:21 PM Le-Quoc Alexis Chief Technology Officer Dec 06 '23 Sale 115.68 127,105 14,703,825 247,328 Dec 08 04:32 PM Blitzer Adam Chief Operating Officer Dec 05 '23 Sale 117.19 6,800 796,888 174,237 Dec 06 05:07 PM Pomel Olivier Chief Executive Officer Dec 04 '23 Sale 117.26 104,346 12,235,387 299,075 Dec 06 05:03 PM OBSTLER DAVID M Chief Financial Officer Dec 04 '23 Sale 116.78 14,608 1,705,887 246,009 Dec 06 05:05 PM Le-Quoc Alexis Chief Technology Officer Dec 04 '23 Sale 116.78 13,783 1,609,545 247,328 Dec 06 05:03 PM Agarwal Amit President Dec 04 '23 Sale 116.78 11,037 1,288,875 247,071 Dec 06 05:04 PM Blitzer Adam Chief Operating Officer Dec 04 '23 Sale 116.78 8,487 991,091 181,037 Dec 06 05:07 PM Walters Sean Michael Chief Revenue Officer Dec 04 '23 Sale 116.78 6,523 761,739 169,699 Dec 06 05:07 PM De Madre Armelle Chief People Officer Dec 04 '23 Sale 116.78 4,027 470,263 88,720 Dec 06 05:05 PM Acocella Kerry General Counsel/Corp Secy Dec 04 '23 Sale 116.78 1,466 171,197 67,033 Dec 06 05:06 PM OBSTLER DAVID M Chief Financial Officer Nov 29 '23 Sale 116.88 10,000 1,168,777 260,617 Dec 01 04:25 PM Pomel Olivier Chief Executive Officer Nov 15 '23 Sale 110.32 85,637 9,447,791 317,784 Nov 17 04:07 PM OBSTLER DAVID M Chief Financial Officer Nov 14 '23 Sale 108.37 10,000 1,083,678 260,617 Nov 16 05:55 PM OBSTLER DAVID M Chief Financial Officer Oct 26 '23 Sale 81.41 10,000 814,124 260,617 Oct 30 04:10 PM Pomel Olivier Chief Executive Officer Oct 11 '23 Sale 90.08 85,637 7,713,888 317,784 Oct 13 04:32 PM OBSTLER DAVID M Chief Financial Officer Oct 11 '23 Sale 90.10 10,000 901,030 260,617 Oct 13 04:33 PM Le-Quoc Alexis Chief Technology Officer Oct 03 '23 Sale 88.00 71,364 6,279,678 261,111 Oct 05 05:03 PM OBSTLER DAVID M Chief Financial Officer Sep 28 '23 Sale 88.47 10,000 884,671 260,617 Oct 02 04:29 PM Pomel Olivier Chief Executive Officer Sep 13 '23 Sale 98.15 85,637 8,405,545 317,784 Sep 15 04:11 PM OBSTLER DAVID M Chief Financial Officer Sep 13 '23 Sale 98.16 10,000 981,583 260,617 Sep 15 04:13 PM Ittycheria Dev Director Sep 11 '23 Sale 100.00 68,750 6,875,055 169,867 Sep 13 04:08 PM Ittycheria Dev Director Sep 11 '23 Sale 100.00 55,000 5,500,044 140,899 Sep 13 04:08 PM Walters Sean Michael Chief Revenue Officer Sep 11 '23 Sale 99.19 2,420 240,052 176,062 Sep 13 04:09 PM Blitzer Adam Chief Operating Officer Sep 06 '23 Sale 96.91 6,814 660,361 189,524 Sep 07 07:16 PM Le-Quoc Alexis Chief Technology Officer Sep 05 '23 Sale 96.74 85,142 8,236,880 261,111 Sep 07 07:22 PM Pomel Olivier Chief Executive Officer Sep 05 '23 Sale 96.25 18,702 1,800,125 317,784 Sep 07 07:18 PM OBSTLER DAVID M Chief Financial Officer Sep 05 '23 Sale 96.25 14,601 1,405,393 260,617 Sep 07 07:21 PM Agarwal Amit President Sep 05 '23 Sale 96.25 11,033 1,061,961 258,108 Sep 07 07:15 PM Blitzer Adam Chief Operating Officer Sep 05 '23 Sale 96.25 8,450 813,338 196,338 Sep 07 07:16 PM Walters Sean Michael Chief Revenue Officer Sep 05 '23 Sale 96.25 6,520 627,572 178,482 Sep 07 07:14 PM Ittycheria Dev Director Sep 05 '23 Sale 95.51 6,250 596,911 238,617 Sep 07 07:22 PM Ittycheria Dev Director Sep 05 '23 Sale 95.51 5,000 477,530 195,899 Sep 07 07:22 PM De Madre Armelle Chief People Officer Sep 05 '23 Sale 96.25 4,026 387,516 92,747 Sep 07 07:19 PM Acocella Kerry General Counsel/Corp Secy Sep 05 '23 Sale 96.25 1,399 134,658 68,499 Sep 07 07:20 PM Jacobson Matthew Director Aug 29 '23 Sale 93.80 22,391 2,100,253 1,658,538 Aug 31 04:15 PM OBSTLER DAVID M Chief Financial Officer Aug 29 '23 Sale 93.96 10,000 939,642 275,218 Aug 31 05:29 PM Agarwal Amit President Aug 24 '23 Sale 92.66 112,500 10,424,677 269,141 Aug 28 04:18 PM Agarwal Amit President Aug 23 '23 Sale 94.67 112,000 10,603,016 269,141 Aug 24 04:47 PM Agarwal Amit President Aug 22 '23 Sale 93.64 112,000 10,488,177 269,141 Aug 24 04:47 PM Agarwal Amit President Aug 17 '23 Sale 90.15 124,000 11,179,219 269,141 Aug 21 04:04 PM Agarwal Amit President Aug 16 '23 Sale 90.62 124,000 11,237,131 269,141 Aug 17 04:58 PM Jacobson Matthew Director Aug 16 '23 Sale 90.12 19,645 1,770,402 52,475 Aug 16 05:32 PM Agarwal Amit President Aug 15 '23 Sale 88.44 124,000 10,966,699 269,141 Aug 17 04:58 PM OBSTLER DAVID M Chief Financial Officer Aug 15 '23 Sale 88.45 10,000 884,470 275,218 Aug 17 04:56 PM Le-Quoc Alexis Chief Technology Officer Aug 14 '23 Sale 89.27 71,364 6,370,719 274,889 Aug 15 04:47 PM Jacobson Matthew Director Aug 14 '23 Sale 90.09 29,502 2,657,855 0 Aug 16 05:32 PM Blitzer Adam Chief Operating Officer Aug 14 '23 Sale 89.23 15,572 1,389,518 204,444 Aug 16 04:34 PM Acocella Kerry General Counsel/Corp Secy Aug 10 '23 Sale 89.32 2,777 248,046 69,898 Aug 14 04:59 PM Pomel Olivier Chief Executive Officer Aug 09 '23 Sale 86.20 85,637 7,381,635 336,486 Aug 11 04:30 PM OBSTLER DAVID M Chief Financial Officer Jul 25 '23 Sale 116.34 10,000 1,163,406 275,218 Jul 27 05:27 PM De Madre Armelle Chief People Officer Jul 14 '23 Sale 110.12 24,689 2,718,649 96,470 Jul 18 05:38 PM OBSTLER DAVID M Chief Financial Officer Jul 14 '23 Sale 110.21 20,000 2,204,108 275,218 Jul 18 05:38 PM Pomel Olivier Chief Executive Officer Jul 12 '23 Sale 106.13 85,637 9,088,247 336,486 Jul 14 04:38 PM OBSTLER DAVID M Chief Financial Officer Jul 12 '23 Sale 106.15 10,000 1,061,541 275,218 Jul 13 05:22 PM OBSTLER DAVID M Chief Financial Officer Jul 11 '23 Sale 105.08 20,000 2,101,696 275,218 Jul 13 05:22 PM Le-Quoc Alexis Chief Technology Officer Jul 07 '23 Sale 98.83 71,364 7,052,964 274,889 Jul 11 06:07 PM Walters Sean Michael Chief Revenue Officer Jul 07 '23 Sale 100.01 7,812 781,289 184,841 Jul 11 06:08 PM
Index NDX, S&P 500 P/E 27.17 EPS (ttm) 17.41 Insider Own 13.88% Shs Outstand 2.21B Perf Week 7.69%
Market Cap 1199.68B Forward P/E 20.42 EPS next Y 23.16 Insider Trans -1.43% Shs Float 2.18B Perf Month -8.50%
Income 45.76B PEG 0.97 EPS next Q 4.70 Inst Own 67.84% Short Float 1.24% Perf Quarter 0.72%
Sales 142.71B P/S 8.41 EPS this Y 35.71% Inst Trans -1.63% Short Ratio 1.58 Perf Half Y 49.77%
Book/sh 58.94 P/B 8.02 EPS next Y 14.78% ROA 22.47% Short Interest 27.03M Perf Year 102.75%
Cash/sh 22.95 P/C 20.61 EPS next 5Y 27.98% ROE 33.36% 52W Range 230.27 - 531.49 Perf YTD 33.62%
Dividend Est. 1.83 (0.39%) P/FCF 24.22 EPS past 5Y 14.46% ROI 24.67% 52W High -11.01% Beta 1.21
Dividend TTM 0.50 (0.11%) Quick Ratio 2.68 Sales past 5Y 19.99% Gross Margin 81.50% 52W Low 105.39% ATR (14) 17.22
Dividend Ex-Date Feb 21, 2024 Current Ratio 2.68 EPS Y/Y TTM 120.88% Oper. Margin 40.50% RSI (14) 49.81 Volatility 3.08% 3.35%
Employees 67317 Debt/Eq 0.25 Sales Y/Y TTM 21.62% Profit Margin 32.06% Recom 1.48 Target Price 521.64
Option/Short Yes / Yes LT Debt/Eq 0.24 EPS Q/Q 114.26% Payout 0.00% Rel Volume 0.90 Prev Close 468.24
Sales Surprise 0.85% EPS Surprise 9.02% Sales Q/Q 27.26% Earnings Apr 24 AMC Avg Volume 17.15M Price 472.96
SMA20 -0.61% SMA50 -3.49% SMA200 25.17% Trades
Volume 5,968,998 Change 1.01%
Date
Action
Analyst
Rating Change
Price Target Change
May-02-24 Initiated Exane BNP Paribas
Underperform
$360
Apr-25-24 Reiterated Oppenheimer
Outperform
$585 → $500
Apr-15-24 Reiterated Citigroup
Buy
$525 → $590
Apr-11-24 Reiterated Piper Sandler
Overweight
$525 → $600
Apr-08-24 Reiterated Oppenheimer
Outperform
$525 → $585
Apr-04-24 Reiterated Jefferies
Buy
$550 → $585
Feb-02-24 Reiterated Wolfe Research
Outperform
$430 → $530
Feb-02-24 Reiterated Wells Fargo
Overweight
$438 → $536
Feb-02-24 Reiterated Wedbush
Outperform
$420 → $520
Feb-02-24 Reiterated UBS
Buy
$425 → $530
Feb-02-24 Reiterated TD Cowen
Outperform
$415 → $500
Feb-02-24 Reiterated Susquehanna
Positive
$400 → $550
Feb-02-24 Reiterated Stifel
Buy
$405 → $527
Feb-02-24 Reiterated Seaport Research Partners
Buy
$435 → $510
Feb-02-24 Reiterated ROTH MKM
Buy
$365 → $500
Feb-02-24 Reiterated Robert W. Baird
Outperform
$385 → $525
Feb-02-24 Reiterated Raymond James
Strong Buy
$450 → $550
Feb-02-24 Reiterated Piper Sandler
Overweight
$415 → $525
Feb-02-24 Reiterated Oppenheimer
Outperform
$385 → $525
Feb-02-24 Reiterated Morgan Stanley
Overweight
$375 → $550
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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Olivan Javier Chief Operating Officer May 03 '24 Sale 445.93 490 218,506 6,109 May 07 06:06 PM Newstead Jennifer Chief Legal Officer Apr 30 '24 Sale 431.05 585 252,164 36,643 May 02 06:16 PM Olivan Javier Chief Operating Officer Apr 26 '24 Sale 441.54 490 216,355 6,599 Apr 30 06:51 PM Newstead Jennifer Chief Legal Officer Apr 23 '24 Sale 491.25 585 287,381 37,228 Apr 25 06:24 PM Olivan Javier Chief Operating Officer Apr 19 '24 Sale 501.18 490 245,578 7,089 Apr 23 06:14 PM Newstead Jennifer Chief Legal Officer Apr 16 '24 Sale 498.59 585 291,675 37,813 Apr 18 06:05 PM Olivan Javier Chief Operating Officer Apr 12 '24 Sale 517.75 490 253,698 7,579 Apr 16 06:10 PM Newstead Jennifer Chief Legal Officer Apr 09 '24 Sale 522.00 585 305,370 38,398 Apr 11 06:06 PM Olivan Javier Chief Operating Officer Apr 05 '24 Sale 516.51 490 253,090 8,069 Apr 09 06:18 PM Newstead Jennifer Chief Legal Officer Apr 02 '24 Sale 485.00 585 283,725 38,983 Apr 03 06:33 PM Zuckerberg Mark COB and CEO Apr 01 '24 Sale 491.49 31,465 15,464,600 0 Apr 03 06:32 PM Olivan Javier Chief Operating Officer Apr 01 '24 Sale 486.75 490 238,508 8,559 Apr 03 06:35 PM Zuckerberg Mark COB and CEO Mar 28 '24 Sale 488.34 31,493 15,379,362 0 Apr 01 06:22 PM Zuckerberg Mark COB and CEO Mar 27 '24 Sale 492.15 45,495 22,390,211 0 Mar 27 08:55 PM Zuckerberg Mark COB and CEO Mar 27 '24 Sale 492.14 31,493 15,498,873 0 Mar 27 08:57 PM Zuckerberg Mark COB and CEO Mar 26 '24 Sale 505.85 45,919 23,228,305 0 Mar 27 08:33 PM Zuckerberg Mark COB and CEO Mar 26 '24 Sale 505.85 31,493 15,930,754 0 Mar 27 08:39 PM Newstead Jennifer Chief Legal Officer Mar 26 '24 Sale 505.29 585 295,595 39,568 Mar 27 08:24 PM Zuckerberg Mark COB and CEO Mar 25 '24 Sale 504.82 77,412 39,079,406 0 Mar 27 08:28 PM Zuckerberg Mark COB and CEO Mar 22 '24 Sale 506.92 77,412 39,241,592 0 Mar 25 06:14 PM Olivan Javier Chief Operating Officer Mar 22 '24 Sale 507.00 490 248,430 9,049 Mar 26 06:29 PM Zuckerberg Mark COB and CEO Mar 21 '24 Sale 509.15 77,412 39,414,295 0 Mar 25 06:09 PM Zuckerberg Mark COB and CEO Mar 20 '24 Sale 500.30 45,919 22,973,396 0 Mar 20 09:29 PM Zuckerberg Mark COB and CEO Mar 20 '24 Sale 500.32 31,493 15,756,496 0 Mar 20 09:32 PM Zuckerberg Mark COB and CEO Mar 19 '24 Sale 490.37 45,919 22,517,098 0 Mar 20 09:24 PM Zuckerberg Mark COB and CEO Mar 19 '24 Sale 490.37 31,493 15,443,338 0 Mar 20 09:27 PM Newstead Jennifer Chief Legal Officer Mar 19 '24 Sale 488.50 585 285,772 40,153 Mar 21 06:39 PM Zuckerberg Mark COB and CEO Mar 18 '24 Sale 492.39 45,919 22,609,872 0 Mar 20 09:20 PM Zuckerberg Mark COB and CEO Mar 18 '24 Sale 492.37 31,493 15,506,249 0 Mar 20 09:23 PM Zuckerberg Mark COB and CEO Mar 15 '24 Sale 485.11 77,412 37,553,143 0 Mar 18 06:38 PM Olivan Javier Chief Operating Officer Mar 15 '24 Sale 488.25 490 239,242 9,539 Mar 19 06:33 PM Zuckerberg Mark COB and CEO Mar 14 '24 Sale 495.17 45,919 22,737,772 0 Mar 18 06:22 PM Zuckerberg Mark COB and CEO Mar 14 '24 Sale 495.20 31,493 15,595,219 0 Mar 18 06:27 PM Zuckerberg Mark COB and CEO Mar 13 '24 Sale 495.66 77,412 38,370,049 0 Mar 13 09:10 PM Zuckerberg Mark COB and CEO Mar 12 '24 Sale 495.45 32,794 16,247,648 638,000 Mar 13 08:59 PM Zuckerberg Mark COB and CEO Mar 12 '24 Sale 495.48 31,493 15,604,277 0 Mar 13 09:03 PM Zuckerberg Mark COB and CEO Mar 12 '24 Sale 495.43 13,125 6,502,455 0 Mar 13 09:01 PM Newstead Jennifer Chief Legal Officer Mar 12 '24 Sale 493.75 585 288,844 40,738 Mar 14 06:13 PM Zuckerberg Mark COB and CEO Mar 11 '24 Sale 485.10 32,794 15,908,387 638,000 Mar 13 08:48 PM Zuckerberg Mark COB and CEO Mar 11 '24 Sale 485.10 31,493 15,277,101 0 Mar 13 08:53 PM Zuckerberg Mark COB and CEO Mar 11 '24 Sale 485.17 13,125 6,367,817 0 Mar 13 08:50 PM Zuckerberg Mark COB and CEO Mar 08 '24 Sale 511.12 32,794 16,761,703 638,000 Mar 11 09:00 PM Zuckerberg Mark COB and CEO Mar 08 '24 Sale 511.13 31,493 16,097,009 0 Mar 11 09:08 PM Zuckerberg Mark COB and CEO Mar 08 '24 Sale 511.19 13,125 6,709,381 0 Mar 11 09:06 PM Olivan Javier Chief Operating Officer Mar 08 '24 Sale 513.32 490 251,527 10,029 Mar 12 06:07 PM Zuckerberg Mark COB and CEO Mar 07 '24 Sale 510.10 32,794 16,728,128 638,000 Mar 11 08:54 PM Zuckerberg Mark COB and CEO Mar 07 '24 Sale 510.09 31,493 16,064,322 0 Mar 11 08:58 PM Zuckerberg Mark COB and CEO Mar 07 '24 Sale 510.04 13,125 6,694,255 0 Mar 11 08:56 PM Zuckerberg Mark COB and CEO Mar 06 '24 Sale 497.61 77,412 38,520,828 0 Mar 06 08:55 PM Zuckerberg Mark COB and CEO Mar 05 '24 Sale 491.17 77,412 38,022,433 0 Mar 06 08:49 PM Newstead Jennifer Chief Legal Officer Mar 05 '24 Sale 495.00 585 289,575 41,323 Mar 07 06:08 PM Zuckerberg Mark COB and CEO Mar 04 '24 Sale 500.60 77,412 38,752,239 0 Mar 06 08:44 PM Zuckerberg Mark COB and CEO Mar 01 '24 Sale 500.30 45,919 22,973,456 0 Mar 04 08:52 PM Zuckerberg Mark COB and CEO Mar 01 '24 Sale 500.29 31,493 15,755,681 0 Mar 04 09:27 PM Olivan Javier Chief Operating Officer Mar 01 '24 Sale 492.13 490 241,144 10,519 Mar 05 06:05 PM Zuckerberg Mark COB and CEO Feb 29 '24 Sale 488.30 77,412 37,800,659 0 Mar 04 08:46 PM Zuckerberg Mark COB and CEO Feb 28 '24 Sale 486.18 77,412 37,635,974 0 Feb 28 08:52 PM Zuckerberg Mark COB and CEO Feb 27 '24 Sale 484.31 77,412 37,491,536 0 Feb 28 08:48 PM Newstead Jennifer Chief Legal Officer Feb 27 '24 Sale 480.00 585 280,800 41,908 Feb 29 06:11 PM Zuckerberg Mark COB and CEO Feb 26 '24 Sale 483.34 77,412 37,416,417 0 Feb 28 08:43 PM Zuckerberg Mark COB and CEO Feb 23 '24 Sale 487.53 45,919 22,386,811 0 Feb 26 06:52 PM Zuckerberg Mark COB and CEO Feb 23 '24 Sale 487.52 31,493 15,353,612 0 Feb 26 06:59 PM Olivan Javier Chief Operating Officer Feb 23 '24 Sale 488.03 490 239,135 79,944 Feb 27 08:35 PM Zuckerberg Mark COB and CEO Feb 22 '24 Sale 485.83 46,018 22,356,736 0 Feb 26 06:40 PM Zuckerberg Mark COB and CEO Feb 22 '24 Sale 485.85 31,509 15,308,514 0 Feb 26 06:47 PM Zuckerberg Mark COB and CEO Feb 21 '24 Sale 466.08 97,093 45,252,792 0 Feb 21 09:50 PM Zuckerberg Mark COB and CEO Feb 20 '24 Sale 470.06 62,695 29,470,404 0 Feb 21 09:42 PM Zuckerberg Mark COB and CEO Feb 20 '24 Sale 470.08 34,398 16,169,872 0 Feb 21 09:45 PM Newstead Jennifer Chief Legal Officer Feb 20 '24 Sale 469.88 585 274,880 42,493 Feb 22 06:07 PM Zuckerberg Mark COB and CEO Feb 16 '24 Sale 473.82 62,695 29,706,041 0 Feb 20 07:25 PM Zuckerberg Mark COB and CEO Feb 16 '24 Sale 473.83 34,398 16,298,919 0 Feb 20 07:29 PM LI SUSAN J Chief Financial Officer Feb 16 '24 Sale 476.66 19,238 9,169,960 69,757 Feb 20 06:20 PM Bosworth Andrew Chief Technology Officer Feb 16 '24 Sale 475.63 14,343 6,821,894 10,271 Feb 20 06:24 PM Clegg Nicholas President, Global Affairs Feb 16 '24 Sale 477.21 7,382 3,522,764 7,528 Feb 20 06:31 PM Olivan Javier Chief Operating Officer Feb 16 '24 Sale 477.21 734 350,272 80,434 Feb 20 06:34 PM Newstead Jennifer Chief Legal Officer Feb 16 '24 Sale 477.21 585 279,168 43,078 Feb 20 06:28 PM LI SUSAN J Chief Financial Officer Feb 15 '24 Option Exercise 0.00 13,582 0 92,362 Feb 20 06:20 PM Bosworth Andrew Chief Technology Officer Feb 15 '24 Option Exercise 0.00 12,262 0 30,694 Feb 20 06:24 PM Olivan Javier Chief Operating Officer Feb 15 '24 Option Exercise 0.00 6,791 0 84,360 Feb 20 06:34 PM Newstead Jennifer Chief Legal Officer Feb 15 '24 Option Exercise 0.00 18,213 0 52,381 Feb 20 06:28 PM Clegg Nicholas President, Global Affairs Feb 15 '24 Option Exercise 0.00 9,196 0 19,249 Feb 20 06:31 PM TRAVIS TRACEY THOMAS Director Feb 15 '24 Option Exercise 0.00 301 0 9,599 Feb 20 06:50 PM Xu Tony Director Feb 15 '24 Option Exercise 0.00 189 0 3,814 Feb 20 06:52 PM Anderson Aaron Chief Accounting Officer Feb 15 '24 Option Exercise 0.00 1,450 0 2,947 Feb 20 06:38 PM Cox Christopher K Chief Product Officer Feb 15 '24 Option Exercise 0.00 34,299 0 340,982 Feb 20 06:40 PM Houston Andrew Director Feb 15 '24 Option Exercise 0.00 289 0 9,818 Feb 20 06:47 PM Killefer Nancy Director Feb 15 '24 Option Exercise 0.00 301 0 9,599 Feb 20 06:47 PM KIMMITT ROBERT M Director Feb 15 '24 Option Exercise 0.00 301 0 9,532 Feb 20 06:49 PM Zuckerberg Mark COB and CEO Feb 15 '24 Sale 482.54 44,770 21,603,116 638,000 Feb 20 07:11 PM Zuckerberg Mark COB and CEO Feb 15 '24 Sale 482.56 34,398 16,599,045 0 Feb 20 07:19 PM Zuckerberg Mark COB and CEO Feb 15 '24 Sale 482.52 17,925 8,649,093 0 Feb 20 07:16 PM LI SUSAN J Chief Financial Officer Feb 15 '24 Sale 473.28 10,956 5,185,256 76,398 Feb 20 06:20 PM Bosworth Andrew Chief Technology Officer Feb 15 '24 Sale 473.28 8,036 3,803,278 18,432 Feb 20 06:24 PM Olivan Javier Chief Operating Officer Feb 15 '24 Sale 473.28 7,556 3,576,104 77,569 Feb 20 06:34 PM Clegg Nicholas President, Global Affairs Feb 15 '24 Sale 473.28 2,025 958,392 10,053 Feb 20 06:31 PM Zuckerberg Mark COB and CEO Feb 14 '24 Sale 469.68 62,695 29,446,445 0 Feb 14 09:19 PM Zuckerberg Mark COB and CEO Feb 14 '24 Sale 469.69 34,398 16,156,303 0 Feb 14 09:23 PM Zuckerberg Mark COB and CEO Feb 13 '24 Sale 463.09 62,695 29,033,249 0 Feb 14 09:10 PM Zuckerberg Mark COB and CEO Feb 13 '24 Sale 463.10 34,398 15,929,870 0 Feb 14 09:13 PM Zuckerberg Mark COB and CEO Feb 12 '24 Sale 473.32 62,695 29,674,817 0 Feb 14 09:05 PM
Index - P/E - EPS (ttm) -0.54 Insider Own 13.22% Shs Outstand 298.09M Perf Week -17.60%
Market Cap 24.45B Forward P/E 96.26 EPS next Y 0.75 Insider Trans -5.93% Shs Float 292.53M Perf Month -25.22%
Income -181.41M PEG - EPS next Q 0.14 Inst Own 74.84% Short Float 3.80% Perf Quarter -12.97%
Sales 1.39B P/S 17.65 EPS this Y 24.16% Inst Trans -0.16% Short Ratio 2.55 Perf Half Y 14.94%
Book/sh 2.35 P/B 30.91 EPS next Y 23.87% ROA -6.63% Short Interest 11.11M Perf Year 56.64%
Cash/sh 5.11 P/C 14.20 EPS next 5Y - ROE -25.03% 52W Range 44.60 - 116.00 Perf YTD -12.87%
Dividend Est. - P/FCF 173.21 EPS past 5Y -13.56% ROI -8.27% 52W High -37.46% Beta 1.12
Dividend TTM - Quick Ratio 3.51 Sales past 5Y 46.59% Gross Margin 76.74% 52W Low 62.65% ATR (14) 3.94
Dividend Ex-Date - Current Ratio 3.51 EPS Y/Y TTM 6.61% Oper. Margin -13.92% RSI (14) 25.29 Volatility 4.82% 3.77%
Employees 3682 Debt/Eq 1.80 Sales Y/Y TTM 31.51% Profit Margin -13.10% Recom 2.47 Target Price 91.01
Option/Short Yes / Yes LT Debt/Eq 1.75 EPS Q/Q 8.93% Payout - Rel Volume 0.78 Prev Close 74.13
Sales Surprise 1.44% EPS Surprise 21.40% Sales Q/Q 30.47% Earnings May 02 AMC Avg Volume 4.36M Price 72.54
SMA20 -16.46% SMA50 -21.76% SMA200 -5.97% Trades
Volume 1,329,909 Change -2.14%
Date
Action
Analyst
Rating Change
Price Target Change
May-07-24 Upgrade DZ Bank
Hold → Buy
$95
Feb-13-24 Downgrade DZ Bank
Buy → Hold
$110
Feb-09-24 Resumed Cantor Fitzgerald
Neutral
$100
Jan-18-24 Initiated Bernstein
Mkt Perform
$85
Jan-17-24 Initiated CapitalOne
Equal Weight
$83
Dec-15-23 Initiated Susquehanna
Neutral
$75
Nov-21-23 Upgrade Oppenheimer
Perform → Outperform
Sep-07-23 Initiated BofA Securities
Underperform
$52
Aug-07-23 Downgrade Guggenheim
Neutral → Sell
$50
Jun-05-23 Initiated UBS
Sell
$55
May-05-23 Upgrade Guggenheim
Sell → Neutral
Apr-19-23 Resumed William Blair
Outperform
Feb-14-23 Initiated Goldman
Sell
$51
Feb-07-23 Initiated Loop Capital
Hold
$52
Jan-17-23 Downgrade Guggenheim
Neutral → Sell
$36
Nov-28-22 Resumed JP Morgan
Neutral
$42
Nov-02-22 Initiated Macquarie
Neutral
$60
Oct-19-22 Resumed Robert W. Baird
Outperform
$80
Oct-17-22 Upgrade Wells Fargo
Equal Weight → Overweight
$62 → $65
Sep-22-22 Initiated MoffettNathanson
Buy
$114
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Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration and Cloudflare marketplace. It operates through United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SEIFERT THOMAS J CHIEF FINANCIAL OFFICER May 03 '24 Sale 73.97 15,000 1,109,476 338,469 May 06 04:17 PM Ledbetter Carl Director May 01 '24 Sale 87.49 8,022 701,860 1,196,793 May 02 04:51 PM Eitel Maria S Director May 01 '24 Sale 88.12 6,875 605,825 16,638 May 02 04:48 PM Kramer Douglas James CHIEF LEGAL OFFICER May 01 '24 Sale 88.12 3,000 264,360 205,238 May 03 05:39 PM Ledbetter Carl Director Apr 24 '24 Sale 89.16 10,015 892,960 1,204,815 Apr 25 04:49 PM Zatlyn Michelle President and COO Apr 18 '24 Sale 87.07 18,955 1,650,463 19,615 Apr 18 08:14 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Apr 18 '24 Sale 87.02 15,000 1,305,249 338,469 Apr 19 05:18 PM Zatlyn Michelle President and COO Apr 17 '24 Sale 90.10 19,505 1,757,371 19,615 Apr 18 08:14 PM Ledbetter Carl Director Apr 17 '24 Sale 90.39 8,029 725,769 1,214,830 Apr 18 06:46 PM Zatlyn Michelle President and COO Apr 16 '24 Sale 89.69 25,640 2,299,578 19,615 Apr 18 08:14 PM Prince Matthew CEO & Chair of the Board Apr 11 '24 Sale 95.29 52,384 4,991,826 0 Apr 11 08:22 PM Prince Matthew CEO & Chair of the Board Apr 10 '24 Sale 94.94 52,384 4,973,089 0 Apr 11 08:22 PM Ledbetter Carl Director Apr 10 '24 Sale 94.37 44,154 4,166,635 1,222,859 Apr 11 06:42 PM Prince Matthew CEO & Chair of the Board Apr 09 '24 Sale 96.04 52,384 5,030,854 0 Apr 11 08:22 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Apr 03 '24 Sale 94.91 15,000 1,423,642 338,469 Apr 04 03:31 PM Ledbetter Carl Director Apr 03 '24 Sale 94.05 7,991 751,566 1,267,013 Apr 04 03:35 PM Kramer Douglas James CHIEF LEGAL OFFICER Apr 01 '24 Sale 97.16 3,000 291,480 205,238 Apr 02 04:59 PM Ledbetter Carl Director Mar 27 '24 Sale 100.16 9,993 1,000,916 1,275,004 Mar 28 04:06 PM Ledbetter Carl Director Mar 20 '24 Sale 95.08 7,968 757,605 1,284,997 Mar 20 06:59 PM SEIFERT THOMAS J Chief Financial Officer Mar 15 '24 Sale 91.77 95,000 8,718,453 0 Mar 19 04:10 PM SEIFERT THOMAS J Chief Financial Officer Mar 15 '24 Sale 91.77 15,000 1,376,562 338,469 Mar 19 04:10 PM Prince Matthew CEO & Chair of the Board Mar 14 '24 Sale 94.25 52,384 4,937,165 12,183 Mar 14 08:11 PM Prince Matthew CEO & Chair of the Board Mar 13 '24 Sale 96.83 52,384 5,072,501 12,183 Mar 14 08:11 PM Ledbetter Carl Director Mar 13 '24 Sale 96.43 44,099 4,252,598 1,292,965 Mar 14 04:29 PM Prince Matthew CEO & Chair of the Board Mar 12 '24 Sale 96.66 52,384 5,063,274 12,183 Mar 14 08:11 PM Zatlyn Michelle President and COO Mar 08 '24 Sale 101.02 25,640 2,590,144 19,615 Mar 08 07:20 PM Zatlyn Michelle President and COO Mar 07 '24 Sale 98.72 25,640 2,531,290 19,615 Mar 08 07:20 PM Zatlyn Michelle President and COO Mar 06 '24 Sale 97.96 25,640 2,511,730 19,615 Mar 08 07:20 PM Ledbetter Carl Director Mar 06 '24 Sale 98.35 8,022 788,947 1,337,064 Mar 07 06:14 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Mar 04 '24 Sale 99.87 15,000 1,498,088 338,469 Mar 05 06:12 PM Kramer Douglas James CHIEF LEGAL OFFICER Mar 04 '24 Sale 99.64 3,000 298,920 205,238 Mar 05 06:15 PM Eitel Maria S Director Feb 29 '24 Sale 98.51 6,875 677,248 23,513 Feb 29 05:56 PM Ledbetter Carl Director Feb 28 '24 Sale 96.35 10,010 964,484 1,345,086 Feb 29 05:19 PM Prince Matthew CEO & Chair of the Board Feb 23 '24 Sale 98.75 52,384 5,173,032 12,183 Feb 23 08:19 PM Prince Matthew CEO & Chair of the Board Feb 22 '24 Sale 99.17 52,384 5,194,859 12,183 Feb 23 08:19 PM Prince Matthew CEO & Chair of the Board Feb 21 '24 Sale 94.59 52,384 4,955,066 12,183 Feb 23 08:19 PM Ledbetter Carl Director Feb 21 '24 Sale 94.74 7,970 755,054 1,355,096 Feb 21 04:32 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Feb 20 '24 Sale 96.56 27,901 2,694,074 338,469 Feb 21 07:52 PM Zatlyn Michelle President and COO Feb 20 '24 Sale 96.32 25,640 2,469,563 0 Feb 20 08:08 PM Zatlyn Michelle President and COO Feb 16 '24 Sale 99.32 158,524 15,744,242 0 Feb 20 08:08 PM Zatlyn Michelle President and COO Feb 15 '24 Sale 101.17 277,376 28,063,427 38,545 Feb 20 08:08 PM Ledbetter Carl Director Feb 14 '24 Sale 100.16 44,220 4,428,953 1,363,066 Feb 15 08:43 PM SEIFERT THOMAS J Chief Financial Officer Feb 09 '24 Sale 110.11 50,000 5,505,730 366,465 Feb 12 08:10 PM Kramer Douglas James CHIEF LEGAL OFFICER Feb 09 '24 Sale 110.08 6,000 660,480 216,114 Feb 13 05:46 PM Ledbetter Carl Director Feb 08 '24 Sale 86.92 39,671 3,448,080 1,407,286 Feb 09 05:22 PM Ledbetter Carl Director Feb 07 '24 Sale 81.42 7,962 648,272 1,446,957 Feb 09 05:22 PM SEIFERT THOMAS J Chief Financial Officer Feb 02 '24 Sale 81.87 15,000 1,227,981 366,465 Feb 05 05:28 PM Kramer Douglas James Chief Legal Officer Feb 01 '24 Sale 79.60 3,000 238,800 216,114 Feb 02 04:47 PM Ledbetter Carl Director Jan 31 '24 Sale 80.91 10,031 811,563 1,454,919 Feb 01 05:14 PM Ledbetter Carl Director Jan 24 '24 Sale 85.06 7,982 678,911 1,464,950 Jan 24 04:26 PM Ledbetter Carl Director Jan 22 '24 Sale 86.88 66,384 5,767,734 1,472,932 Jan 24 04:26 PM Zatlyn Michelle President and COO Jan 19 '24 Sale 78.68 12,820 1,008,681 0 Jan 19 08:05 PM SEIFERT THOMAS J Chief Financial Officer Jan 18 '24 Sale 77.73 15,000 1,165,979 243,495 Jan 19 06:49 PM Zatlyn Michelle President and COO Jan 18 '24 Sale 78.49 12,820 1,006,271 0 Jan 19 08:05 PM Ledbetter Carl Director Jan 17 '24 Sale 76.03 30,214 2,297,060 1,539,316 Jan 17 06:20 PM Zatlyn Michelle President and COO Jan 17 '24 Sale 76.15 12,820 976,282 0 Jan 19 08:05 PM Ledbetter Carl Director Jan 10 '24 Sale 82.35 7,970 656,368 1,569,530 Jan 11 04:23 PM Prince Matthew CEO & Chair of the Board Jan 09 '24 Sale 80.80 52,384 4,232,428 0 Jan 09 07:04 PM Prince Matthew CEO & Chair of the Board Jan 08 '24 Sale 78.78 52,384 4,127,051 0 Jan 09 07:04 PM Prince Matthew CEO & Chair of the Board Jan 05 '24 Sale 76.80 52,384 4,023,072 0 Jan 09 07:04 PM SEIFERT THOMAS J Chief Financial Officer Jan 03 '24 Sale 76.80 15,000 1,152,010 243,495 Jan 03 07:30 PM Ledbetter Carl Director Jan 03 '24 Sale 76.22 10,047 765,753 1,577,500 Jan 03 07:27 PM Kramer Douglas James General Counsel Jan 02 '24 Sale 81.43 3,000 244,290 154,629 Jan 03 05:26 PM Ledbetter Carl Director Dec 27 '23 Sale 86.48 9,620 831,909 1,587,547 Dec 28 04:07 PM Ledbetter Carl Director Dec 20 '23 Sale 84.59 30,384 2,570,069 1,597,167 Dec 21 04:39 PM Ledbetter Carl Director Dec 19 '23 Sale 86.76 4,296 372,707 1,627,551 Dec 21 04:39 PM SEIFERT THOMAS J Chief Financial Officer Dec 18 '23 Sale 84.86 15,000 1,272,851 243,495 Dec 19 04:32 PM SEIFERT THOMAS J Chief Financial Officer Dec 13 '23 Sale 80.21 34,329 2,753,546 243,495 Dec 14 04:51 PM Ledbetter Carl Director Dec 13 '23 Sale 78.97 7,961 628,655 1,631,847 Dec 15 04:48 PM Zatlyn Michelle President and COO Dec 08 '23 Sale 77.02 12,820 987,460 0 Dec 08 07:43 PM Zatlyn Michelle President and COO Dec 07 '23 Sale 76.46 12,820 980,171 0 Dec 08 07:43 PM Zatlyn Michelle President and COO Dec 06 '23 Sale 78.46 12,820 1,005,913 0 Dec 08 07:43 PM Ledbetter Carl Director Dec 06 '23 Sale 77.98 10,027 781,916 1,639,808 Dec 07 05:58 PM SEIFERT THOMAS J Chief Financial Officer Dec 06 '23 Sale 80.00 400 32,000 243,495 Dec 08 04:18 PM Prince Matthew CEO & Chair of the Board Dec 05 '23 Sale 78.21 52,384 4,097,152 10,723 Dec 05 07:59 PM Prince Matthew CEO & Chair of the Board Dec 04 '23 Sale 79.30 52,384 4,153,932 10,723 Dec 05 07:59 PM SEIFERT THOMAS J Chief Financial Officer Dec 04 '23 Sale 79.70 30,271 2,412,690 243,495 Dec 05 06:58 PM Prince Matthew CEO & Chair of the Board Dec 01 '23 Sale 77.49 52,384 4,059,178 10,723 Dec 05 07:59 PM Kramer Douglas James General Counsel Dec 01 '23 Sale 77.77 3,000 233,310 154,629 Dec 04 04:36 PM Zatlyn Michelle President and COO Nov 29 '23 Sale 76.35 12,820 978,848 0 Nov 29 06:39 PM Ledbetter Carl Director Nov 29 '23 Sale 76.19 8,034 612,075 1,649,835 Nov 30 04:09 PM Zatlyn Michelle President and COO Nov 28 '23 Sale 73.58 12,820 943,294 0 Nov 29 06:39 PM Zatlyn Michelle President and COO Nov 27 '23 Sale 73.21 12,820 938,513 0 Nov 29 06:39 PM Ledbetter Carl Director Nov 22 '23 Sale 74.37 30,251 2,249,770 1,657,869 Nov 27 04:04 PM SANDELL SCOTT D Director Nov 20 '23 Sale 73.17 211,534 15,477,312 0 Nov 22 04:55 PM SEIFERT THOMAS J Chief Financial Officer Nov 17 '23 Sale 72.13 16,901 1,219,023 243,495 Nov 20 04:30 PM Prince Matthew CEO & Chair of the Board Nov 15 '23 Sale 71.22 52,384 3,730,913 0 Nov 15 07:49 PM Ledbetter Carl Director Nov 15 '23 Sale 70.85 8,008 567,376 1,688,120 Nov 16 04:38 PM Prince Matthew CEO & Chair of the Board Nov 14 '23 Sale 68.80 52,384 3,604,070 0 Nov 15 07:49 PM Prince Matthew CEO & Chair of the Board Nov 13 '23 Sale 63.48 52,384 3,325,473 0 Nov 15 07:49 PM Ledbetter Carl Director Nov 08 '23 Sale 65.63 10,050 659,573 1,696,128 Nov 09 04:16 PM SEIFERT THOMAS J Chief Financial Officer Nov 03 '23 Sale 63.18 15,000 947,641 253,352 Nov 06 04:15 PM Ledbetter Carl Director Nov 03 '23 Sale 61.25 11,206 686,332 1,706,178 Nov 06 04:10 PM Ledbetter Carl Director Nov 01 '23 Sale 55.99 8,039 450,091 1,717,384 Nov 02 06:51 PM Kramer Douglas James General Counsel Nov 01 '23 Sale 56.48 3,000 169,440 159,470 Nov 02 06:48 PM Ledbetter Carl Director Oct 25 '23 Sale 58.04 19,057 1,106,056 1,725,423 Oct 26 05:34 PM SEIFERT THOMAS J Chief Financial Officer Oct 18 '23 Sale 63.03 15,000 945,432 253,352 Oct 19 06:53 PM Zatlyn Michelle President and COO Oct 18 '23 Sale 63.90 12,820 819,220 0 Oct 18 09:10 PM Ledbetter Carl Director Oct 18 '23 Sale 63.99 8,037 514,301 1,744,480 Oct 19 06:47 PM Zatlyn Michelle President and COO Oct 17 '23 Sale 62.95 12,820 806,975 0 Oct 18 09:10 PM
Index - P/E 317.86 EPS (ttm) 0.17 Insider Own 6.32% Shs Outstand 319.52M Perf Week 5.83%
Market Cap 17.24B Forward P/E 29.03 EPS next Y 1.83 Insider Trans -3.12% Shs Float 304.38M Perf Month 0.61%
Income 61.31M PEG 17.96 EPS next Q 0.21 Inst Own 82.79% Short Float 2.74% Perf Quarter 24.71%
Sales 2.83B P/S 6.09 EPS this Y 7.38% Inst Trans 3.18% Short Ratio 2.28 Perf Half Y 51.66%
Book/sh 3.97 P/B 13.35 EPS next Y 17.88% ROA 1.70% Short Interest 8.35M Perf Year 133.19%
Cash/sh 4.71 P/C 11.26 EPS next 5Y 17.70% ROE 5.55% 52W Range 22.43 - 58.46 Perf YTD 48.77%
Dividend Est. - P/FCF 35.72 EPS past 5Y - ROI 4.11% 52W High -9.25% Beta 1.03
Dividend TTM - Quick Ratio 1.73 Sales past 5Y 16.38% Gross Margin 71.40% 52W Low 136.52% ATR (14) 1.81
Dividend Ex-Date - Current Ratio 1.76 EPS Y/Y TTM -22.34% Oper. Margin 3.08% RSI (14) 54.08 Volatility 3.10% 3.51%
Employees 5600 Debt/Eq 0.21 Sales Y/Y TTM 2.80% Profit Margin 2.17% Recom 1.43 Target Price 55.79
Option/Short Yes / Yes LT Debt/Eq 0.18 EPS Q/Q -10.08% Payout 0.00% Rel Volume 0.29 Prev Close 53.18
Sales Surprise 0.70% EPS Surprise 14.65% Sales Q/Q -2.52% Earnings Feb 28 AMC Avg Volume 3.67M Price 53.05
SMA20 1.76% SMA50 1.68% SMA200 30.14% Trades
Volume 412,274 Change -0.24%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-19-24 Downgrade Raymond James
Strong Buy → Outperform
$52 → $63
Mar-15-24 Initiated Citigroup
Buy
$65
Mar-06-24 Initiated Needham
Buy
$66
Feb-29-24 Reiterated TD Cowen
Outperform
$42 → $60
Feb-14-24 Downgrade Stifel
Buy → Hold
$41
Dec-07-23 Initiated Guggenheim
Buy
$48
Nov-30-23 Reiterated TD Cowen
Outperform
$50 → $42
Aug-31-23 Reiterated TD Cowen
Outperform
$44 → $50
Apr-06-23 Upgrade Wedbush
Neutral → Outperform
$34
Oct-31-22 Upgrade Morgan Stanley
Equal-Weight → Overweight
$35 → $37
Aug-17-22 Initiated Credit Suisse
Outperform
$36
May-20-22 Downgrade BofA Securities
Buy → Neutral
$34 → $27
Apr-05-22 Initiated UBS
Neutral
$36
Mar-03-22 Reiterated Wells Fargo
Overweight
$37 → $40
Mar-03-22 Reiterated Wedbush
Neutral
$33 → $34
Mar-03-22 Reiterated Raymond James
Strong Buy
$38 → $39
Mar-03-22 Reiterated Northland Capital
Outperform
$40 → $42
Mar-03-22 Reiterated Morgan Stanley
Equal-Weight
$33 → $35
Mar-03-22 Reiterated Lake Street
Buy
$34 → $36
Mar-03-22 Reiterated JP Morgan
Overweight
$36 → $40
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(Investor's Business Daily)
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05:20PM
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(Investor's Business Daily)
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(Investor's Business Daily)
11:31AM
08:40AM
07:45AM
(Thomson Reuters StreetEvents)
07:15AM
Nov-29-23 07:31PM
06:49PM
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(Associated Press Finance)
04:05PM
03:19PM
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(Investor's Business Daily)
05:48AM
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Pure Storage, Inc. engages in the business of delivering innovative and disruptive data storage, products, and services that enable customers to maximize the value of data. The firm is also involved in the provision of data storage and management with a mission to redefine the storage experience by simplifying how people consume and interact with data. The company was founded by John M. Hayes and John Colgrove in October 2009 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Krysler P. Kevan Chief Financial Officer Apr 17 '24 Sale 52.80 15,286 807,101 507,824 Apr 19 04:11 PM FitzSimons Dan Chief Revenue Officer Apr 16 '24 Sale 52.14 29,283 1,526,816 138,105 Apr 18 04:25 PM Brown Andrew William Fraser Director Apr 15 '24 Sale 52.31 20,564 1,075,703 24,400 Apr 17 04:27 PM Dietzen Scott Director Apr 12 '24 Sale 53.49 147,000 7,863,030 100,000 Apr 16 04:38 PM Singh Ajay Chief Product Officer Apr 05 '24 Sale 53.54 37,588 2,012,462 380,834 Apr 09 06:32 PM Pure Storage, Inc. Director Apr 05 '24 Sale 52.80 7,500 396,000 28,896 Apr 09 06:33 PM Dietzen Scott Director Apr 04 '24 Sale 53.33 272,541 14,535,749 645,971 Apr 08 04:55 PM Taylor Roxanne Director Apr 04 '24 Sale 53.76 36,860 1,981,594 18,883 Apr 08 05:07 PM FitzSimons Dan Chief Revenue Officer Mar 01 '24 Sale 53.80 36,437 1,960,311 90,559 Mar 05 04:50 PM Chu Mona Chief Accounting Officer Mar 01 '24 Sale 55.66 6,853 381,438 133,100 Mar 05 04:47 PM Colgrove John Chief Visionary Officer Jan 09 '24 Option Exercise 2.98 499,329 1,488,000 8,489,026 Jan 11 05:01 PM Krysler P. Kevan Chief Financial Officer Dec 28 '23 Sale 35.89 26,257 942,364 444,021 Jan 02 04:13 PM Taylor Roxanne Director Dec 19 '23 Sale 37.05 16,216 600,803 55,743 Dec 21 04:50 PM Tomb Gregory Director Dec 07 '23 Sale 32.53 8,475 275,692 22,137 Dec 11 04:28 PM Tomb Gregory Director Dec 06 '23 Sale 32.53 8,475 275,692 30,612 Dec 07 04:32 PM Chu Mona Chief Accounting Officer Jul 17 '23 Sale 38.49 5,387 207,346 147,188 Jul 19 04:05 PM Yen Mallun Director Jul 11 '23 Sale 37.95 12,495 474,185 40,316 Jul 13 07:00 PM Brown Andrew William Fraser Director Jun 26 '23 Sale 35.83 9,097 325,957 44,964 Jun 28 06:21 PM Murphy John Francis Director Jun 22 '23 Sale 36.56 9,097 332,603 36,396 Jun 22 09:07 PM FitzSimons Dan Chief Revenue Officer Jun 20 '23 Option Exercise 17.00 25,000 425,000 200,787 Jun 22 08:30 PM FitzSimons Dan Chief Revenue Officer Jun 20 '23 Sale 36.44 40,668 1,482,052 160,119 Jun 22 08:30 PM Krysler P. Kevan Chief Financial Officer Jun 20 '23 Sale 37.04 26,925 997,184 528,059 Jun 22 07:46 PM Chu Mona Chief Accounting Officer Jun 15 '23 Sale 37.51 7,567 283,840 155,424 Jun 20 09:00 PM Singh Ajay Chief Product Officer Jun 13 '23 Sale 36.42 37,084 1,350,418 414,393 Jun 14 09:44 PM Chu Mona Chief Accounting Officer Jun 02 '23 Sale 34.37 11,053 379,878 162,991 Jun 05 08:00 PM
Index S&P 500 P/E 24.60 EPS (ttm) 9.14 Insider Own 13.52% Shs Outstand 200.81M Perf Week -1.87%
Market Cap 44.86B Forward P/E 15.28 EPS next Y 14.72 Insider Trans -17.45% Shs Float 172.49M Perf Month -5.72%
Income 1.85B PEG 2.74 EPS next Q 3.21 Inst Own 86.13% Short Float 4.73% Perf Quarter -5.36%
Sales 276.54B P/S 0.16 EPS this Y 12.13% Inst Trans 0.01% Short Ratio 6.45 Perf Half Y 14.24%
Book/sh 5.43 P/B 41.40 EPS next Y 9.46% ROA 3.02% Short Interest 8.16M Perf Year 33.71%
Cash/sh 11.13 P/C 20.20 EPS next 5Y 8.97% ROE 271.45% 52W Range 163.37 - 246.75 Perf YTD 9.51%
Dividend Est. 2.06 (0.92%) P/FCF 21.24 EPS past 5Y 2.53% ROI 35.19% 52W High -8.85% Beta 0.49
Dividend TTM 1.99 (0.88%) Quick Ratio 0.53 Sales past 5Y 9.35% Gross Margin 2.96% 52W Low 37.68% ATR (14) 3.78
Dividend Ex-Date May 09, 2024 Current Ratio 0.89 EPS Y/Y TTM 17.19% Oper. Margin 0.98% RSI (14) 32.22 Volatility 1.73% 1.42%
Employees 46000 Debt/Eq 4.85 Sales Y/Y TTM 11.71% Profit Margin 0.67% Recom 1.89 Target Price 259.15
Option/Short Yes / Yes LT Debt/Eq 3.86 EPS Q/Q -1.88% Payout 22.74% Rel Volume 0.90 Prev Close 226.74
Sales Surprise -3.11% EPS Surprise 2.86% Sales Q/Q 7.81% Earnings May 01 BMO Avg Volume 1.27M Price 224.92
SMA20 -4.20% SMA50 -5.37% SMA200 7.98% Trades
Volume 442,912 Change -0.80%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-26-24 Initiated Leerink Partners
Outperform
$261
Jan-03-24 Initiated Barclays
Overweight
$242
Dec-14-23 Initiated Wells Fargo
Equal Weight
$213
Mar-31-23 Initiated Citigroup
Buy
$185
Jan-31-23 Resumed Evercore ISI
Outperform
$185
Oct-11-22 Upgrade BofA Securities
Neutral → Buy
$160 → $169
Aug-22-22 Resumed Morgan Stanley
Equal-Weight
Jul-11-22 Downgrade Evercore ISI
Outperform → In-line
$150
Jun-07-22 Upgrade Deutsche Bank
Hold → Buy
$167 → $178
May-26-22 Upgrade Barclays
Equal Weight → Overweight
Apr-12-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$178
Apr-01-22 Resumed Credit Suisse
Outperform
$180
Feb-04-21 Upgrade Evercore ISI
In-line → Outperform
Jan-06-21 Upgrade BofA Securities
Underperform → Neutral
Jun-15-20 Upgrade Morgan Stanley
Equal-Weight → Overweight
$112
Apr-23-20 Resumed Credit Suisse
Outperform
$105
Apr-01-20 Upgrade JP Morgan
Neutral → Overweight
$93 → $106
Feb-07-20 Upgrade Robert W. Baird
Neutral → Outperform
$112
Sep-12-19 Initiated Deutsche Bank
Hold
Apr-11-19 Initiated Guggenheim
Buy
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Mar-08-24 03:13AM
Mar-05-24 02:56AM
Feb-28-24 12:00PM
Feb-27-24 09:15AM
Feb-14-24 04:18PM
(The Wall Street Journal)
Feb-08-24 08:19PM
09:15AM
07:33PM
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06:26PM
06:16PM
01:11PM
09:45AM
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Jan-31-24 07:11PM
(Morningstar Research) +5.51%
10:14AM
07:40AM
06:30AM
Jan-30-24 12:10PM
Jan-29-24 08:23AM
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Nov-03-23 10:13AM
Nov-02-23 06:30AM
Oct-23-23 09:45AM
Oct-18-23 09:40AM
Oct-12-23 09:13PM
(The Wall Street Journal)
Oct-09-23 12:45PM
Oct-02-23 04:30PM
09:50AM
Sep-29-23 09:40AM
Sep-21-23 07:56PM
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Sep-06-23 03:08PM
Sep-05-23 08:03PM
Aug-29-23 01:04PM
Aug-27-23 05:43PM
Aug-21-23 01:26PM
(The Wall Street Journal)
Aug-18-23 01:48PM
01:48PM
Aug-17-23 01:18PM
(The Wall Street Journal)
Aug-16-23 05:40AM
Aug-15-23 08:18AM
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Cencora, Inc. is a pharmaceutical sourcing and distribution services company. It operates through the United States (U.S.) Healthcare Solutions and International Healthcare Solutions segments. The U.S. Healthcare Solutions segment focuses on the distribution of specialty, brand-name, and generic pharmaceuticals. The International Healthcare Solutions segment includes pharmaceutical wholesale, related operations, and global commercialization services. The company was founded by Emil P. Martini in 1947 and is headquartered in Conshohocken, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
COLLIS STEVEN H Chairman, President & CEO Apr 16 '24 Option Exercise 89.58 10,754 963,343 295,842 Apr 17 04:23 PM COLLIS STEVEN H Chairman, President & CEO Apr 16 '24 Sale 237.48 10,754 2,553,860 285,088 Apr 17 04:23 PM Mauch Robert P. Executive Vice President & COO Apr 15 '24 Option Exercise 89.58 33,877 3,034,702 81,976 Apr 17 04:24 PM Mauch Robert P. Executive Vice President & COO Apr 15 '24 Sale 235.09 57,564 13,532,721 24,412 Apr 17 04:24 PM COLLIS STEVEN H Chairman, President & CEO Mar 19 '24 Option Exercise 89.58 10,755 963,433 295,843 Mar 21 04:05 PM COLLIS STEVEN H Chairman, President & CEO Mar 19 '24 Sale 240.21 10,755 2,583,459 285,088 Mar 21 04:05 PM Campbell Elizabeth S Executive Vice President Mar 18 '24 Sale 238.12 6,977 1,661,363 8,246 Mar 20 04:23 PM Clark Gina Executive Vice President Feb 13 '24 Sale 230.48 1,100 253,528 24,802 Feb 14 04:14 PM Walgreens Boots Alliance, Inc. 10% Owner Feb 07 '24 Sale 235.41 4,212,395 991,639,907 26,277,561 Feb 09 07:00 AM GREENBERG LON R Director Jan 15 '24 Option Exercise 219.43 1,340 294,036 26,219 Jan 17 04:04 PM Donato Leslie E EVP & Chief Strategy Officer Dec 21 '23 Sale 202.13 3,400 687,242 8,519 Dec 26 04:00 PM Campbell Elizabeth S Executive Vice President Dec 13 '23 Option Exercise 89.58 5,162 462,412 20,328 Dec 15 04:21 PM Clark Gina Executive Vice President Dec 13 '23 Option Exercise 0.00 137 0 26,039 Dec 15 04:16 PM COLLIS STEVEN H Chairman, President & CEO Dec 13 '23 Sale 203.18 42,885 8,713,374 288,688 Dec 15 04:22 PM Campbell Elizabeth S Executive Vice President Dec 13 '23 Sale 203.13 5,162 1,048,578 15,166 Dec 15 04:21 PM COLLIS STEVEN H Chairman, President & CEO Dec 12 '23 Option Exercise 77.53 25,000 1,938,250 356,573 Dec 13 04:10 PM COLLIS STEVEN H Chairman, President & CEO Dec 12 '23 Sale 202.15 25,000 5,053,750 331,573 Dec 13 04:10 PM Krikorian Lazarus SVP & Chief Accounting Officer Dec 01 '23 Sale 203.60 2,000 407,204 19,876 Dec 04 04:06 PM Battaglia Silvana Executive Vice President Nov 16 '23 Option Exercise 86.09 4,516 388,782 16,144 Nov 17 04:22 PM Battaglia Silvana Executive Vice President Nov 16 '23 Sale 196.00 14,747 2,890,412 11,628 Nov 17 04:22 PM COLLIS STEVEN H Chairman, President & CEO Nov 14 '23 Option Exercise 77.53 25,000 1,938,250 356,573 Nov 15 06:13 PM COLLIS STEVEN H Chairman, President & CEO Nov 14 '23 Sale 197.63 25,000 4,940,750 331,573 Nov 15 06:13 PM Cleary James F Chief Financial Officer Nov 13 '23 Option Exercise 77.53 38,136 2,956,684 139,762 Nov 15 06:12 PM Donato Leslie E EVP & Chief Strategy Officer Nov 13 '23 Option Exercise 86.09 3,387 291,587 15,306 Nov 15 06:10 PM Donato Leslie E EVP & Chief Strategy Officer Nov 13 '23 Sale 197.60 3,387 669,271 11,919 Nov 15 06:10 PM Walgreens Boots Alliance, Inc. 10% Owner Nov 09 '23 Sale 195.38 1,279,590 249,999,896 30,489,956 Nov 14 07:15 AM COLLIS STEVEN H Chairman, President & CEO Oct 10 '23 Option Exercise 77.53 25,000 1,938,250 282,967 Oct 11 04:20 PM COLLIS STEVEN H Chairman, President & CEO Oct 10 '23 Sale 185.08 25,000 4,627,000 257,967 Oct 11 04:20 PM Clark Gina Executive Vice President Oct 10 '23 Sale 187.00 10,695 1,999,965 16,038 Oct 11 04:19 PM Clark Gina Executive Vice President Sep 25 '23 Option Exercise 89.58 20,971 1,878,582 47,704 Sep 27 04:06 PM Clark Gina Executive Vice President Sep 25 '23 Sale 185.00 20,971 3,879,635 26,733 Sep 27 04:06 PM Mauch Robert P. Executive Vice President & COO Sep 25 '23 Sale 185.00 20,197 3,736,445 23,687 Sep 27 04:09 PM Donato Leslie E EVP & Chief Strategy Officer Sep 21 '23 Option Exercise 86.09 3,386 291,501 8,736 Sep 22 04:03 PM Donato Leslie E EVP & Chief Strategy Officer Sep 21 '23 Sale 185.00 3,386 626,410 5,350 Sep 22 04:03 PM COLLIS STEVEN H Chairman, President & CEO Sep 12 '23 Option Exercise 77.53 10,500 814,065 268,467 Sep 13 04:09 PM COLLIS STEVEN H Chairman, President & CEO Sep 12 '23 Sale 176.79 10,500 1,856,295 257,967 Sep 13 04:09 PM Donato Leslie E EVP & Chief Strategy Officer Sep 06 '23 Option Exercise 86.09 1,845 158,836 7,195 Sep 07 04:00 PM Donato Leslie E EVP & Chief Strategy Officer Sep 06 '23 Sale 175.00 1,845 322,875 5,350 Sep 07 04:00 PM Donato Leslie E EVP & Chief Strategy Officer Sep 05 '23 Option Exercise 86.09 4,929 424,338 10,279 Sep 07 04:00 PM Donato Leslie E EVP & Chief Strategy Officer Sep 05 '23 Sale 175.00 6,715 1,175,125 5,350 Sep 07 04:00 PM COLLIS STEVEN H Chairman, President & CEO Aug 08 '23 Option Exercise 77.53 10,499 813,987 268,466 Aug 09 04:07 PM COLLIS STEVEN H Chairman, President & CEO Aug 08 '23 Sale 186.19 10,499 1,954,809 257,967 Aug 09 04:07 PM Walgreens Boots Alliance, Inc. 10% Owner Aug 03 '23 Sale 189.27 1,320,858 250,000,115 31,769,546 Aug 07 05:48 PM COLLIS STEVEN H Chairman, President & CEO Jul 11 '23 Option Exercise 77.53 10,499 813,987 268,466 Jul 12 04:15 PM COLLIS STEVEN H Chairman, President & CEO Jul 11 '23 Sale 192.87 10,499 2,024,942 257,967 Jul 12 04:15 PM Donato Leslie E EVP & Chief Strategy Officer Jul 01 '23 Option Exercise 0.00 1,432 0 7,583 Jul 03 04:05 PM Clark Gina Executive Vice President Jun 22 '23 Option Exercise 77.53 27,542 2,135,331 54,275 Jun 23 04:07 PM Clark Gina Executive Vice President Jun 22 '23 Sale 186.84 27,542 5,146,085 26,733 Jun 23 04:07 PM Walgreens Boots Alliance, Inc. 10% Owner Jun 15 '23 Sale 181.17 275,984 50,000,021 33,090,404 Jun 20 06:03 AM COLLIS STEVEN H Chairman, President & CEO Jun 13 '23 Option Exercise 77.53 10,499 813,987 268,466 Jun 14 04:13 PM COLLIS STEVEN H Chairman, President & CEO Jun 13 '23 Sale 178.44 10,499 1,873,442 257,967 Jun 14 04:13 PM Cleary James F Chief Financial Officer May 18 '23 Option Exercise 75.61 38,376 2,901,609 107,496 May 19 04:04 PM Campbell Elizabeth S Executive Vice President May 17 '23 Option Exercise 77.53 3,305 256,237 19,393 May 19 04:02 PM Campbell Elizabeth S Executive Vice President May 17 '23 Sale 174.12 7,500 1,305,884 11,893 May 19 04:02 PM Walgreens Boots Alliance, Inc. 10% Owner May 11 '23 Sale 170.77 292,792 50,000,090 33,366,388 May 15 05:18 PM COLLIS STEVEN H Chairman, President & CEO May 09 '23 Option Exercise 77.53 10,499 813,987 268,466 May 10 04:03 PM COLLIS STEVEN H Chairman, President & CEO May 09 '23 Sale 169.52 10,499 1,779,790 257,967 May 10 04:03 PM
Index NDX, S&P 500 P/E - EPS (ttm) -8.57 Insider Own 8.01% Shs Outstand 168.90M Perf Week 2.12%
Market Cap 24.87B Forward P/E 24.20 EPS next Y 6.02 Insider Trans -1.54% Shs Float 156.93M Perf Month -5.77%
Income -1451.50M PEG - EPS next Q 0.86 Inst Own 90.01% Short Float 5.57% Perf Quarter -14.04%
Sales 5.40B P/S 4.61 EPS this Y -34.49% Inst Trans 1.97% Short Ratio 4.83 Perf Half Y 8.48%
Book/sh 49.90 P/B 2.92 EPS next Y 163.98% ROA -9.14% Short Interest 8.75M Perf Year 15.98%
Cash/sh 6.49 P/C 22.47 EPS next 5Y - ROE -16.08% 52W Range 121.72 - 171.59 Perf YTD -9.43%
Dividend Est. - P/FCF - EPS past 5Y - ROI -12.52% 52W High -15.05% Beta 0.82
Dividend TTM - Quick Ratio 0.82 Sales past 5Y 20.38% Gross Margin 33.39% 52W Low 19.76% ATR (14) 2.84
Dividend Ex-Date - Current Ratio 0.82 EPS Y/Y TTM -280.48% Oper. Margin -23.91% RSI (14) 49.78 Volatility 1.84% 1.78%
Employees 11580 Debt/Eq 0.41 Sales Y/Y TTM 11.64% Profit Margin -26.90% Recom 1.50 Target Price 177.47
Option/Short Yes / Yes LT Debt/Eq 0.36 EPS Q/Q 41.09% Payout - Rel Volume 0.48 Prev Close 148.33
Sales Surprise -0.05% EPS Surprise -2.05% Sales Q/Q -2.95% Earnings May 16 AMC Avg Volume 1.81M Price 145.77
SMA20 0.75% SMA50 -0.48% SMA200 -2.20% Trades
Volume 340,960 Change -1.73%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-08-24 Upgrade Citigroup
Neutral → Buy
$170 → $200
Apr-01-24 Resumed Jefferies
Buy
$195
Feb-05-24 Downgrade MoffettNathanson
Buy → Neutral
$169 → $167
Jan-09-24 Initiated BMO Capital Markets
Outperform
$200
Dec-12-23 Initiated Wolfe Research
Outperform
$186
Dec-07-23 Downgrade BofA Securities
Buy → Neutral
$170
Nov-14-23 Upgrade Deutsche Bank
Hold → Buy
$155 → $175
Oct-11-23 Upgrade Raymond James
Mkt Perform → Outperform
$170
Jul-25-23 Initiated HSBC Securities
Buy
$170
Jul-17-23 Reiterated BofA Securities
Buy
$146 → $170
May-18-23 Reiterated The Benchmark Company
Buy
$120 → $145
Apr-12-23 Downgrade Exane BNP Paribas
Outperform → Neutral
$120
Feb-14-23 Downgrade DZ Bank
Buy → Hold
$105
Jan-27-23 Upgrade MoffettNathanson
Market Perform → Outperform
$140
Jan-27-23 Resumed Wedbush
Outperform
Dec-09-22 Initiated Citigroup
Neutral
$105
Nov-08-22 Upgrade BofA Securities
Neutral → Buy
$130 → $120
Oct-06-22 Upgrade Goldman
Neutral → Buy
$131 → $165
Aug-17-22 Downgrade Deutsche Bank
Buy → Hold
$160
Aug-10-22 Downgrade DZ Bank
Buy → Hold
$135
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(The Wall Street Journal)
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(The Wall Street Journal)
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02:29AM
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05:30AM
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06:56AM
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Jan-05-24 12:40PM
(The Wall Street Journal)
09:45AM
Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Slatoff Karl President Apr 12 '24 Sale 148.54 90,851 13,494,773 87,286 Apr 16 04:47 PM ZELNICK STRAUSS Chairman, CEO Apr 12 '24 Sale 148.54 90,851 13,494,773 87,286 Apr 16 04:44 PM Sheresky Michael Director Feb 15 '24 Sale 155.72 260 40,487 63,645 Feb 20 05:03 PM Goldstein Lainie Chief Financial Officer Dec 06 '23 Sale 158.01 20,701 3,270,957 322,133 Dec 08 04:37 PM ZELNICK STRAUSS Chairman, CEO Dec 06 '23 Sale 157.15 8,000 1,257,181 0 Dec 08 04:41 PM Srinivasan LaVerne Evans Director Dec 06 '23 Sale 157.37 1,905 299,790 10,056 Dec 08 04:38 PM Emerson Daniel P Chief Legal Officer Dec 06 '23 Sale 157.80 638 100,678 130,868 Dec 08 04:35 PM Sheresky Michael Director Nov 24 '23 Sale 156.40 244 38,160 63,905 Nov 28 04:29 PM Emerson Daniel P Chief Legal Officer Jun 05 '23 Sale 137.88 6,251 861,862 132,296 Jun 05 05:14 PM ZELNICK STRAUSS Chairman, CEO Jun 01 '23 Sale 137.67 9,537 1,312,989 666,147 Jun 05 05:16 PM Slatoff Karl President Jun 01 '23 Sale 137.67 9,537 1,312,989 666,147 Jun 05 05:16 PM Sheresky Michael Director May 25 '23 Sale 137.16 247 33,879 62,935 May 26 04:48 PM
Index - P/E 64.53 EPS (ttm) 0.18 Insider Own 53.32% Shs Outstand 75.00M Perf Week 7.98%
Market Cap 413.19M Forward P/E - EPS next Y - Insider Trans -8.37% Shs Float 16.77M Perf Month 7.53%
Income 16.70M PEG - EPS next Q - Inst Own - Short Float 0.11% Perf Quarter 8.08%
Sales 0.00M P/S - EPS this Y - Inst Trans 36.89% Short Ratio 0.03 Perf Half Y 9.00%
Book/sh 7.97 P/B 1.44 EPS next Y - ROA 2.15% Short Interest 0.02M Perf Year 12.69%
Cash/sh 0.03 P/C 413.19 EPS next 5Y - ROE 2.26% 52W Range 9.15 - 12.00 Perf YTD 8.49%
Dividend Est. - P/FCF - EPS past 5Y - ROI 2.23% 52W High -4.17% Beta 0.05
Dividend TTM - Quick Ratio 0.05 Sales past 5Y 0.00% Gross Margin - 52W Low 25.68% ATR (14) 0.42
Dividend Ex-Date - Current Ratio 0.05 EPS Y/Y TTM -25.78% Oper. Margin 0.00% RSI (14) 62.68 Volatility 10.44% 2.75%
Employees - 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 -294.87% Payout 0.00% Rel Volume 0.10 Prev Close 11.44
Sales Surprise - EPS Surprise - Sales Q/Q - Earnings - Avg Volume 732.80K Price 11.50
SMA20 6.80% SMA50 7.35% SMA200 8.90% Trades
Volume 27,394 Change 0.52%
Apr-16-24 06:25PM
Dec-22-23 08:34AM
(The Wall Street Journal)
08:01AM
Screaming Eagle Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded on November 3, 2021 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Alberta Investment Management Former 10% Owner Apr 19 '24 Sale 10.78 1,250,000 13,475,000 1,325,000 Apr 23 04:23 PM Flow State Investments, L.P. 10% Owner Apr 12 '24 Sale 10.76 500,000 5,380,000 1,591,821 Apr 16 05:24 PM
Index RUT P/E 24.71 EPS (ttm) 1.45 Insider Own 16.55% Shs Outstand 30.00M Perf Week 0.15%
Market Cap 1.02B Forward P/E 11.91 EPS next Y 3.01 Insider Trans -7.80% Shs Float 23.85M Perf Month -2.91%
Income 51.90M PEG 2.72 EPS next Q 2.66 Inst Own 79.28% Short Float 2.91% Perf Quarter -5.22%
Sales 1.64B P/S 0.62 EPS this Y -19.28% Inst Trans -1.30% Short Ratio 2.83 Perf Half Y -9.00%
Book/sh 34.88 P/B 1.03 EPS next Y 49.75% ROA 2.89% Short Interest 0.69M Perf Year -5.07%
Cash/sh 3.86 P/C 9.28 EPS next 5Y 9.10% ROE 4.84% 52W Range 32.50 - 45.98 Perf YTD -4.95%
Dividend Est. 0.80 (2.23%) P/FCF 9.41 EPS past 5Y - ROI 4.82% 52W High -22.06% Beta 1.01
Dividend TTM 0.80 (2.23%) Quick Ratio 0.73 Sales past 5Y 1.80% Gross Margin 51.90% 52W Low 10.26% ATR (14) 0.69
Dividend Ex-Date Apr 29, 2024 Current Ratio 1.20 EPS Y/Y TTM -12.19% Oper. Margin 3.70% RSI (14) 45.79 Volatility 1.35% 1.83%
Employees 6760 Debt/Eq 0.13 Sales Y/Y TTM -2.78% Profit Margin 3.16% Recom 2.00 Target Price 43.00
Option/Short Yes / Yes LT Debt/Eq 0.08 EPS Q/Q -59.84% Payout 32.17% Rel Volume 0.12 Prev Close 35.96
Sales Surprise -1.67% EPS Surprise 0.00% Sales Q/Q -0.37% Earnings Mar 21 AMC Avg Volume 245.07K Price 35.83
SMA20 0.01% SMA50 -3.07% SMA200 -7.87% Trades
Volume 11,783 Change -0.35%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-16-18 Reiterated Stifel
Hold
$40 → $43
Dec-13-17 Reiterated Stifel
Hold
$38 → $41
Mar-28-17 Reiterated Stifel
Hold
$45 → $44
Oct-13-15 Initiated Oppenheimer
Outperform
$50
Apr-27-15 Upgrade Gabelli & Co
Hold → Buy
Apr-22-15 Downgrade Gabelli & Co
Buy → Hold
Nov-06-07 Reiterated Friedman Billings
Outperform
$41
Oct-10-07 Reiterated Friedman Billings
Outperform
$38 → $41
Jul-16-07 Downgrade Stifel Nicolaus
Buy → Hold
Jun-04-07 Reiterated Prudential
Underweight
$30 → $37
Mar-26-07 Reiterated Friedman Billings
Outperform
$40 → $38
Mar-23-07 Reiterated Stifel Nicolaus
Buy
$42 → $38
Mar-23-07 Reiterated Prudential
Underweight
$28 → $30
Feb-23-07 Reiterated Stifel Nicolaus
Buy
$39 → $42
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(Thomson Reuters StreetEvents)
Mar-23-23 04:01PM
Mar-22-23 04:01PM
Scholastic Corp. engages in the publication and distribution of children's books, magazines, and teaching materials. It operates through the following business segments: Children's Book Publishing and Distribution, Education Solutions, and International. The Children's Book Publishing and Distribution segment includes the publication and distribution of children's books, e-books, media, and interactive products. The Education segment publishes and distributes children's books, other print and on-line reference, non-fiction and fiction focused products, classroom magazines and classroom materials to schools and libraries. The International segment offers products and services outside the United States. The company was founded by Maurice R. Robinson in 1920 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Lucchese Iole EVP & CHIEF STRATEGY OFFICER Apr 18 '24 Sale 33.51 400,000 13,404,000 579,247 Apr 19 04:02 PM WILLIAMS MARGARET A Director Sep 18 '23 Option Exercise 30.56 2,746 83,918 20,762 Sep 20 04:07 PM BARGE JAMES W Director Sep 18 '23 Option Exercise 30.56 2,746 83,918 26,128 Sep 20 05:22 PM DAVIES JOHN L Director Aug 02 '23 Sale 43.68 4,530 197,870 3,930 Aug 04 04:03 PM
Index NDX, S&P 500 P/E 42.56 EPS (ttm) 14.41 Insider Own 0.98% Shs Outstand 432.76M Perf Week 11.19%
Market Cap 264.38B Forward P/E 27.60 EPS next Y 22.23 Insider Trans -9.46% Shs Float 426.75M Perf Month -0.77%
Income 6.44B PEG 1.54 EPS next Q 4.74 Inst Own 83.22% Short Float 1.51% Perf Quarter 9.69%
Sales 34.94B P/S 7.57 EPS this Y 52.90% Inst Trans 3.04% Short Ratio 1.78 Perf Half Y 41.11%
Book/sh 49.58 P/B 12.37 EPS next Y 20.84% ROA 13.09% Short Interest 6.45M Perf Year 85.22%
Cash/sh 16.35 P/C 37.51 EPS next 5Y 27.67% ROE 29.80% 52W Range 322.03 - 639.00 Perf YTD 26.00%
Dividend Est. - P/FCF 38.06 EPS past 5Y 35.03% ROI 17.54% 52W High -4.00% Beta 1.24
Dividend TTM - Quick Ratio 1.07 Sales past 5Y 16.71% Gross Margin 43.08% 52W Low 90.50% ATR (14) 16.79
Dividend Ex-Date - Current Ratio 1.07 EPS Y/Y TTM 55.72% Oper. Margin 22.56% RSI (14) 58.89 Volatility 2.57% 2.80%
Employees 13000 Debt/Eq 0.77 Sales Y/Y TTM 9.51% Profit Margin 18.42% Recom 1.94 Target Price 654.28
Option/Short Yes / Yes LT Debt/Eq 0.72 EPS Q/Q 83.05% Payout 0.00% Rel Volume 1.15 Prev Close 606.00
Sales Surprise 1.35% EPS Surprise 16.70% Sales Q/Q 14.95% Earnings Apr 18 AMC Avg Volume 3.62M Price 613.47
SMA20 4.89% SMA50 1.78% SMA200 24.68% Trades
Volume 1,620,050 Change 1.23%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-19-24 Upgrade Needham
Hold → Buy
$700
Apr-19-24 Reiterated Pivotal Research Group
Buy
$765 → $800
Apr-19-24 Downgrade Canaccord Genuity
Buy → Hold
$720 → $585
Apr-15-24 Reiterated Deutsche Bank
Hold
$525 → $550
Apr-12-24 Reiterated Piper Sandler
Neutral
$550 → $600
Apr-12-24 Reiterated Morgan Stanley
Overweight
$600 → $700
Apr-05-24 Reiterated Pivotal Research Group
Buy
$700 → $765
Mar-25-24 Reiterated Citigroup
Neutral
$555 → $660
Mar-12-24 Reiterated Jefferies
Buy
$580 → $700
Mar-11-24 Reiterated Oppenheimer
Outperform
$615 → $725
Jan-30-24 Downgrade Seaport Research Partners
Buy → Neutral
Jan-25-24 Upgrade DZ Bank
Hold → Buy
$600
Jan-24-24 Upgrade Macquarie
Neutral → Outperform
$410 → $595
Jan-24-24 Reiterated Wells Fargo
Overweight
$460 → $650
Jan-24-24 Reiterated UBS
Buy
$560 → $570
Jan-24-24 Reiterated TD Cowen
Outperform
$565 → $600
Jan-24-24 Reiterated Robert W. Baird
Outperform
$500 → $600
Jan-24-24 Reiterated Redburn Atlantic
Buy
$550 → $610
Jan-24-24 Reiterated Pivotal Research Group
Buy
$600 → $700
Jan-24-24 Reiterated Piper Sandler
Neutral
$475 → $550
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10:00AM
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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Sweeney Anne M Director May 03 '24 Option Exercise 268.34 3,029 812,808 3,029 May 06 08:03 PM Sweeney Anne M Director May 03 '24 Sale 580.00 3,029 1,756,820 0 May 06 08:03 PM Peters Gregory K Co-CEO May 03 '24 Sale 593.81 1,278 758,889 13,090 May 06 08:04 PM HYMAN DAVID A Chief Legal Officer May 03 '24 Sale 593.62 268 159,090 31,610 May 06 08:03 PM HASTINGS REED Executive Chairman May 01 '24 Option Exercise 68.09 18,361 1,250,122 18,389 May 02 08:32 PM Sweeney Anne M Director May 01 '24 Option Exercise 178.49 633 112,982 633 May 02 08:43 PM HASTINGS REED Executive Chairman May 01 '24 Sale 551.54 18,361 10,126,777 28 May 02 08:32 PM Sweeney Anne M Director May 01 '24 Sale 560.00 633 354,480 0 May 02 08:43 PM Sweeney Anne M Director Apr 30 '24 Option Exercise 189.80 2,377 451,164 2,377 May 02 08:43 PM Sweeney Anne M Director Apr 30 '24 Sale 560.00 2,377 1,331,120 0 May 02 08:43 PM HASTINGS REED Executive Chairman Apr 01 '24 Option Exercise 60.77 20,566 1,249,825 20,594 Apr 02 04:57 PM HASTINGS REED Executive Chairman Apr 01 '24 Sale 610.42 20,566 12,553,955 28 Apr 02 04:57 PM Peters Gregory K Co-CEO Mar 18 '24 Option Exercise 127.49 5,352 682,326 18,442 Mar 19 05:15 PM Peters Gregory K Co-CEO Mar 18 '24 Sale 625.00 5,352 3,345,000 13,090 Mar 19 05:15 PM HASTINGS REED Executive Chairman Mar 01 '24 Option Exercise 67.59 18,494 1,249,930 18,522 Mar 04 07:57 PM HASTINGS REED Executive Chairman Mar 01 '24 Sale 611.22 18,494 11,303,912 28 Mar 04 07:57 PM Peters Gregory K Co-CEO Feb 27 '24 Option Exercise 117.22 5,821 682,338 18,911 Feb 28 07:26 PM MATHER ANN Director Feb 27 '24 Option Exercise 102.09 3,673 374,973 3,673 Feb 28 07:24 PM Peters Gregory K Co-CEO Feb 27 '24 Sale 600.00 5,821 3,492,600 13,090 Feb 28 07:26 PM MATHER ANN Director Feb 27 '24 Sale 600.00 3,673 2,203,800 0 Feb 28 07:24 PM SARANDOS THEODORE A Co-CEO Feb 09 '24 Option Exercise 87.00 68,957 5,999,410 70,235 Feb 12 06:19 PM SARANDOS THEODORE A Co-CEO Feb 09 '24 Sale 561.33 68,957 38,707,426 1,278 Feb 12 06:19 PM Hoag Jay C Director Feb 08 '24 Option Exercise 334.47 5,124 1,713,841 8,866 Feb 12 08:18 PM Hoag Jay C Director Feb 08 '24 Option Exercise 405.88 3,742 1,518,804 3,742 Feb 12 08:15 PM Hoag Jay C Director Feb 08 '24 Sale 562.85 8,866 4,990,228 0 Feb 12 08:18 PM Peters Gregory K Co-CEO Feb 07 '24 Sale 566.35 1,278 723,793 13,090 Feb 07 07:38 PM Neumann Spencer Adam Chief Financial Officer Feb 07 '24 Sale 565.37 565 319,434 0 Feb 07 07:37 PM HYMAN DAVID A Chief Legal Officer Feb 06 '24 Sale 556.01 267 148,454 31,610 Feb 07 07:38 PM HASTINGS REED Executive Chairman Feb 01 '24 Option Exercise 60.29 20,734 1,250,142 20,734 Feb 02 05:40 PM HASTINGS REED Executive Chairman Feb 01 '24 Sale 567.16 20,734 11,759,467 0 Feb 02 05:40 PM Peters Gregory K Co-CEO Jan 26 '24 Option Exercise 123.30 5,533 682,219 18,623 Jan 29 07:29 PM Peters Gregory K Co-CEO Jan 26 '24 Sale 575.00 5,533 3,181,475 13,090 Jan 29 07:29 PM HYMAN DAVID A Chief Legal Officer Jan 24 '24 Option Exercise 101.84 47,574 4,844,862 79,184 Jan 26 05:53 PM Peters Gregory K Co-CEO Jan 24 '24 Option Exercise 99.94 13,655 1,364,626 26,745 Jan 26 05:52 PM Hoag Jay C Director Jan 24 '24 Sale 550.50 47,000 25,873,500 431,034 Jan 26 04:50 PM HYMAN DAVID A Chief Legal Officer Jan 24 '24 Sale 537.92 47,574 25,591,006 31,610 Jan 26 05:53 PM Peters Gregory K Co-CEO Jan 24 '24 Sale 543.80 13,655 7,425,605 13,090 Jan 26 05:52 PM HASTINGS REED Executive Chairman Jan 02 '24 Option Exercise 48.07 25,998 1,249,836 25,998 Jan 03 08:31 PM HASTINGS REED Executive Chairman Jan 02 '24 Sale 470.51 25,998 12,232,221 0 Jan 03 08:31 PM Peters Gregory K Co-CEO Dec 20 '23 Option Exercise 94.37 7,230 682,295 20,320 Dec 21 06:46 PM MATHER ANN Director Dec 20 '23 Option Exercise 90.58 2,712 245,661 2,712 Dec 21 06:46 PM BARTON RICHARD N Director Dec 20 '23 Option Exercise 61.63 2,482 152,967 2,634 Dec 21 06:46 PM Peters Gregory K Co-CEO Dec 20 '23 Sale 500.00 7,230 3,615,000 13,090 Dec 21 06:46 PM MATHER ANN Director Dec 20 '23 Sale 500.00 2,712 1,356,000 0 Dec 21 06:46 PM BARTON RICHARD N Director Dec 20 '23 Sale 500.00 2,482 1,241,000 152 Dec 21 06:46 PM HYMAN DAVID A Chief Legal Officer Dec 19 '23 Option Exercise 100.60 19,876 1,999,576 51,486 Dec 20 06:03 PM HYMAN DAVID A Chief Legal Officer Dec 19 '23 Sale 495.00 19,876 9,838,620 31,610 Dec 20 06:03 PM BARTON RICHARD N Director Dec 11 '23 Option Exercise 84.78 6,842 580,079 6,994 Dec 12 07:09 PM BARTON RICHARD N Director Dec 11 '23 Sale 459.36 6,842 3,142,941 152 Dec 12 07:09 PM BARTON RICHARD N Director Nov 08 '23 Option Exercise 63.77 500 31,885 652 Nov 09 04:56 PM BARTON RICHARD N Director Nov 08 '23 Sale 435.00 500 217,500 152 Nov 09 04:56 PM HASTINGS REED Executive Chairman Nov 07 '23 Option Exercise 56.34 81,347 4,583,374 81,347 Nov 08 07:15 PM HASTINGS REED Executive Chairman Nov 07 '23 Sale 435.33 81,347 35,412,613 0 Nov 08 07:15 PM HASTINGS REED Executive Chairman Nov 01 '23 Option Exercise 51.99 16,030 833,377 16,030 Nov 02 08:31 PM HASTINGS REED Executive Chairman Nov 01 '23 Sale 417.61 16,030 6,694,318 0 Nov 02 08:31 PM BARTON RICHARD N Director Oct 09 '23 Option Exercise 67.59 500 33,793 652 Oct 10 04:22 PM BARTON RICHARD N Director Oct 09 '23 Sale 378.05 500 189,025 152 Oct 10 04:22 PM HASTINGS REED Executive Chairman Oct 02 '23 Option Exercise 47.04 17,717 833,383 17,717 Oct 03 08:12 PM HASTINGS REED Executive Chairman Oct 02 '23 Sale 380.20 17,717 6,736,063 0 Oct 03 08:12 PM BARTON RICHARD N Director Sep 11 '23 Option Exercise 60.62 500 30,308 652 Sep 12 06:40 PM BARTON RICHARD N Director Sep 11 '23 Sale 443.07 500 221,535 152 Sep 12 06:40 PM HASTINGS REED Executive Chairman Sep 01 '23 Option Exercise 46.37 17,969 833,300 17,969 Sep 05 05:51 PM HASTINGS REED Executive Chairman Sep 01 '23 Sale 440.60 17,969 7,917,198 0 Sep 05 05:51 PM BARTON RICHARD N Director Aug 08 '23 Option Exercise 61.32 500 30,658 652 Aug 09 05:06 PM BARTON RICHARD N Director Aug 08 '23 Sale 440.36 500 220,180 152 Aug 09 05:06 PM SARANDOS THEODORE A Co-CEO Aug 04 '23 Option Exercise 152.72 55,386 8,458,402 55,386 Aug 07 05:08 PM SARANDOS THEODORE A Co-CEO Aug 04 '23 Sale 431.10 55,386 23,877,075 0 Aug 07 05:08 PM HASTINGS REED Executive Chairman Aug 01 '23 Option Exercise 41.29 20,188 833,476 20,188 Aug 02 06:27 PM HASTINGS REED Executive Chairman Aug 01 '23 Sale 440.16 20,188 8,886,051 0 Aug 02 06:27 PM Hoag Jay C Director Jul 26 '23 Option Exercise 216.09 4,954 1,070,513 4,954 Jul 28 06:20 PM Hoag Jay C Director Jul 26 '23 Sale 422.24 4,954 2,091,777 0 Jul 28 06:20 PM Hoag Jay C Director Jul 13 '23 Sale 450.00 943 424,350 421,491 Jul 14 04:16 PM BARTON RICHARD N Director Jul 10 '23 Option Exercise 63.66 500 31,828 586 Jul 11 01:47 PM BARTON RICHARD N Director Jul 10 '23 Sale 438.52 500 219,260 86 Jul 11 01:47 PM HALEY TIMOTHY M Director Jul 05 '23 Option Exercise 48.83 1,022 49,904 1,022 Jul 05 09:31 PM Hoag Jay C Director Jul 05 '23 Sale 450.15 46,057 20,732,559 422,434 Jul 07 04:25 PM HALEY TIMOTHY M Director Jul 05 '23 Sale 450.19 1,022 460,098 0 Jul 05 09:31 PM HASTINGS REED Executive Chairman Jul 03 '23 Option Exercise 35.59 23,415 833,307 23,415 Jul 05 09:29 PM HASTINGS REED Executive Chairman Jul 03 '23 Sale 436.92 23,415 10,230,469 0 Jul 05 09:29 PM HALEY TIMOTHY M Director Jun 09 '23 Option Exercise 55.49 903 50,105 903 Jun 09 06:52 PM HALEY TIMOTHY M Director Jun 09 '23 Sale 425.00 903 383,775 0 Jun 09 06:52 PM BARTON RICHARD N Director Jun 08 '23 Option Exercise 59.32 500 29,661 586 Jun 09 06:54 PM BARTON RICHARD N Director Jun 08 '23 Sale 399.77 500 199,885 86 Jun 09 06:54 PM HASTINGS REED Executive Chairman Jun 01 '23 Option Exercise 32.04 26,012 833,424 26,012 Jun 02 07:05 PM HASTINGS REED Executive Chairman Jun 01 '23 Sale 402.09 26,012 10,459,249 0 Jun 02 07:05 PM HALEY TIMOTHY M Director May 30 '23 Option Exercise 63.70 2,359 150,263 2,359 May 31 07:16 PM HALEY TIMOTHY M Director May 30 '23 Sale 400.39 2,359 944,509 0 May 31 07:16 PM BARTON RICHARD N Director May 11 '23 Option Exercise 57.77 500 28,884 586 May 11 06:50 PM BARTON RICHARD N Director May 11 '23 Sale 334.98 500 167,490 86 May 11 06:50 PM HALEY TIMOTHY M Director May 10 '23 Option Exercise 55.97 7,147 400,031 7,147 May 11 06:50 PM HALEY TIMOTHY M Director May 10 '23 Sale 334.28 7,147 2,389,071 0 May 11 06:50 PM
Index RUT P/E 71.58 EPS (ttm) 2.26 Insider Own 4.54% Shs Outstand 53.77M Perf Week 1.86%
Market Cap 8.96B Forward P/E 45.36 EPS next Y 3.56 Insider Trans -22.80% Shs Float 52.99M Perf Month -5.10%
Income 129.38M PEG 2.00 EPS next Q 0.33 Inst Own 97.16% Short Float 6.35% Perf Quarter -2.03%
Sales 890.15M P/S 10.07 EPS this Y 79.30% Inst Trans 1.79% Short Ratio 2.27 Perf Half Y 58.81%
Book/sh 11.08 P/B 14.57 EPS next Y 19.60% ROA 15.55% Short Interest 3.37M Perf Year 79.40%
Cash/sh 1.35 P/C 119.51 EPS next 5Y 35.80% ROE 25.89% 52W Range 83.80 - 221.83 Perf YTD 11.87%
Dividend Est. - P/FCF 147.04 EPS past 5Y 10.33% ROI 16.17% 52W High -27.21% Beta 1.52
Dividend TTM - Quick Ratio 0.83 Sales past 5Y 22.28% Gross Margin 66.97% 52W Low 92.69% ATR (14) 8.14
Dividend Ex-Date - Current Ratio 1.50 EPS Y/Y TTM 166.17% Oper. Margin 15.81% RSI (14) 41.98 Volatility 3.73% 4.90%
Employees 339 Debt/Eq 0.48 Sales Y/Y TTM 79.24% Profit Margin 14.53% Recom 1.69 Target Price 206.21
Option/Short Yes / Yes LT Debt/Eq 0.30 EPS Q/Q 35.46% Payout 0.00% Rel Volume 0.43 Prev Close 163.61
Sales Surprise 13.42% EPS Surprise 29.60% Sales Q/Q 84.90% Earnings May 22 AMC Avg Volume 1.48M Price 161.48
SMA20 -3.01% SMA50 -12.14% SMA200 12.57% Trades
Volume 248,976 Change -1.30%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-17-24 Upgrade TD Cowen
Hold → Buy
$220 → $190
Jan-30-24 Initiated Robert W. Baird
Neutral
$185
Jan-22-24 Downgrade Morgan Stanley
Overweight → Equal-Weight
$137 → $168
Oct-23-23 Upgrade Raymond James
Outperform → Strong Buy
$145 → $140
Oct-06-23 Upgrade Jefferies
Hold → Buy
$110 → $115
Sep-27-23 Initiated UBS
Buy
$138
Jul-24-23 Reiterated Stifel
Hold
$87 → $107
Apr-14-23 Reiterated Truist
Buy
$75 → $100
Feb-02-23 Reiterated Raymond James
Outperform
$63 → $75
Feb-02-23 Reiterated JP Morgan
Overweight
$65 → $70
Feb-02-23 Reiterated DA Davidson
Buy
$54 → $77
Feb-02-23 Reiterated Canaccord Genuity
Buy
$63 → $78
Feb-02-23 Reiterated BofA Securities
Buy
$65 → $75
Jan-09-23 Resumed Jefferies
Hold
$55
Nov-17-22 Initiated Canaccord Genuity
Buy
$63
Oct-11-22 Upgrade Piper Sandler
Neutral → Overweight
$35 → $46
Sep-14-22 Initiated BofA Securities
Buy
$45
Aug-12-22 Downgrade Cowen
Outperform → Market Perform
$36
May-26-22 Reiterated DA Davidson
Buy
$41 → $42
Nov-04-21 Downgrade Piper Sandler
Overweight → Neutral
$34
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e.l.f. Beauty, Inc. is a holding company, which engages in the provision of cosmetic and skin-care products. The company focuses on the e-commerce, national retailers, and international business channels. Its brands include elf, elf skin, WELL People and KEYS soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Franks Joshua Allen SVP, Operations Apr 23 '24 Sale 172.50 12,506 2,157,285 86,237 Apr 25 04:15 PM FIELDS MANDY J See Remarks Apr 23 '24 Sale 174.90 1,250 218,625 77,146 Apr 25 04:15 PM MARCHISOTTO KORY See Remarks Apr 19 '24 Sale 158.51 24,992 3,961,483 131,977 Apr 23 04:42 PM FIELDS MANDY J See Remarks Apr 19 '24 Sale 158.49 23,745 3,763,410 78,396 Apr 23 04:44 PM Milsten Scott Apr 19 '24 Sale 158.63 15,007 2,380,613 89,109 Apr 23 04:42 PM Franks Joshua Allen SVP, Operations Apr 19 '24 Sale 163.77 10,005 1,638,483 98,743 Apr 23 04:43 PM AMIN TARANG Chief Executive Officer Apr 18 '24 Sale 166.40 74,451 12,388,646 316,161 Apr 19 06:36 PM MARCHISOTTO KORY See Remarks Apr 18 '24 Sale 166.40 29,408 4,893,491 156,969 Apr 19 06:38 PM FIELDS MANDY J See Remarks Apr 18 '24 Sale 166.40 29,405 4,892,992 102,141 Apr 19 06:38 PM Franks Joshua Allen SVP, Operations Apr 18 '24 Sale 166.40 29,388 4,890,163 108,748 Apr 19 06:39 PM Milsten Scott Apr 18 '24 Sale 166.40 29,388 4,890,163 104,116 Apr 19 06:37 PM Franks Joshua Allen SVP, Operations Apr 15 '24 Sale 165.16 727 120,071 83,736 Apr 17 04:20 PM AMIN TARANG Chief Executive Officer Apr 05 '24 Sale 162.63 6,832 1,111,062 228,175 Apr 19 05:34 PM Franks Joshua Allen SVP, Operations Mar 08 '24 Sale 206.32 6,540 1,349,327 84,463 Mar 12 04:36 PM AMIN TARANG Chief Executive Officer Mar 05 '24 Sale 198.89 23,519 4,677,740 10,889 Mar 07 05:32 PM Tait Gayle Director Feb 29 '24 Sale 206.00 835 172,010 3,020 Mar 04 04:19 PM Watson Maureen C. Director Feb 23 '24 Option Exercise 1.84 7,000 12,880 8,570 Feb 27 04:30 PM Watson Maureen C. Director Feb 23 '24 Sale 182.00 7,000 1,274,000 1,570 Feb 27 04:30 PM AMIN TARANG Chief Executive Officer Feb 12 '24 Option Exercise 17.00 6,705 113,985 259,497 Feb 13 04:19 PM AMIN TARANG Chief Executive Officer Feb 12 '24 Sale 175.63 6,705 1,177,604 252,792 Feb 13 04:19 PM AMIN TARANG Chief Executive Officer Feb 09 '24 Option Exercise 17.00 37,795 642,515 290,587 Feb 13 04:19 PM AMIN TARANG Chief Executive Officer Feb 09 '24 Sale 175.18 37,795 6,620,943 252,792 Feb 13 04:19 PM AMIN TARANG Chief Executive Officer Feb 09 '24 Sale 175.02 13,500 2,362,819 235,007 Feb 13 04:19 PM FIELDS MANDY J See Remarks Feb 09 '24 Sale 174.90 3,173 554,958 77,146 Feb 13 04:18 PM Levitan Lauren Cooks Director Feb 09 '24 Sale 173.30 2,020 350,074 19,318 Feb 13 04:17 PM AMIN TARANG Chief Executive Officer Feb 05 '24 Sale 168.21 23,519 3,956,128 27,576 Feb 07 04:09 PM Franks Joshua Allen SVP, Operations Jan 09 '24 Option Exercise 15.70 14,500 227,650 105,503 Jan 10 04:26 PM Franks Joshua Allen SVP, Operations Jan 09 '24 Sale 152.71 14,500 2,214,243 91,003 Jan 10 04:26 PM Milsten Scott Jan 08 '24 Option Exercise 17.00 10,000 170,000 89,104 Jan 09 04:07 PM Franks Joshua Allen SVP, Operations Jan 08 '24 Option Exercise 15.70 200 3,140 91,203 Jan 09 04:08 PM Milsten Scott Jan 08 '24 Sale 150.06 10,000 1,500,633 79,104 Jan 09 04:07 PM Franks Joshua Allen SVP, Operations Jan 08 '24 Sale 152.53 200 30,507 91,003 Jan 09 04:08 PM Milsten Scott Jan 05 '24 Option Exercise 17.00 5,061 86,037 84,165 Jan 09 04:07 PM AMIN TARANG Chief Executive Officer Jan 05 '24 Sale 139.44 23,142 3,226,995 44,263 Jan 09 04:06 PM Milsten Scott Jan 05 '24 Sale 140.22 5,061 709,631 79,104 Jan 09 04:07 PM Milsten Scott Jan 02 '24 Option Exercise 17.00 64,939 1,103,963 144,043 Jan 04 04:07 PM Milsten Scott Jan 02 '24 Sale 138.25 64,939 8,977,649 79,104 Jan 04 04:07 PM AMIN TARANG Chief Executive Officer Dec 19 '23 Option Exercise 17.00 29,666 504,322 282,458 Dec 21 04:23 PM AMIN TARANG Chief Executive Officer Dec 19 '23 Sale 150.29 29,666 4,458,373 252,792 Dec 21 04:23 PM AMIN TARANG Chief Executive Officer Dec 19 '23 Sale 150.00 9,000 1,350,000 248,589 Dec 21 04:23 PM Franks Joshua Allen SVP, Operations Dec 19 '23 Sale 152.50 1,023 156,008 91,003 Dec 21 04:22 PM AMIN TARANG Chief Executive Officer Dec 14 '23 Option Exercise 17.00 29,667 504,339 282,459 Dec 15 04:29 PM AMIN TARANG Chief Executive Officer Dec 14 '23 Sale 145.00 29,667 4,301,715 252,792 Dec 15 04:29 PM AMIN TARANG Chief Executive Officer Dec 14 '23 Sale 145.00 9,000 1,305,000 253,089 Dec 15 04:29 PM Franks Joshua Allen SVP, Operations Dec 14 '23 Sale 142.50 2,046 291,555 92,026 Dec 15 04:30 PM AMIN TARANG Chief Executive Officer Dec 13 '23 Option Exercise 17.00 29,667 504,339 282,459 Dec 15 04:29 PM AMIN TARANG Chief Executive Officer Dec 13 '23 Sale 140.90 29,667 4,180,141 252,792 Dec 15 04:29 PM AMIN TARANG Chief Executive Officer Dec 13 '23 Sale 140.07 9,000 1,260,617 257,589 Dec 15 04:29 PM Milsten Scott Dec 05 '23 Option Exercise 1.84 6,000 11,040 85,104 Dec 06 04:12 PM AMIN TARANG Chief Executive Officer Dec 05 '23 Sale 125.03 23,520 2,940,720 88,951 Dec 06 04:11 PM Milsten Scott Dec 05 '23 Sale 125.34 6,000 752,058 79,104 Dec 06 04:12 PM AMIN TARANG Chief Executive Officer Dec 04 '23 Sale 125.03 11,760 1,470,406 105,639 Dec 06 04:11 PM WOLFORD RICHARD G Director Nov 28 '23 Option Exercise 1.84 34,500 63,480 58,313 Nov 30 04:11 PM WOLFORD RICHARD G Director Nov 28 '23 Sale 118.62 34,500 4,092,343 23,813 Nov 30 04:11 PM AMIN TARANG Chief Executive Officer Nov 15 '23 Sale 110.00 5,880 646,800 123,983 Nov 17 04:05 PM Levitan Lauren Cooks Director Nov 14 '23 Sale 107.07 2,240 239,837 21,338 Nov 16 04:18 PM AMIN TARANG Chief Executive Officer Nov 06 '23 Sale 98.60 11,760 1,159,536 128,155 Nov 08 04:06 PM AMIN TARANG Chief Executive Officer Oct 24 '23 Sale 110.00 5,880 646,800 136,499 Oct 26 04:06 PM Franks Joshua Allen SVP, Operations Oct 16 '23 Sale 102.59 1,750 179,532 94,072 Oct 18 04:24 PM AMIN TARANG Chief Executive Officer Oct 05 '23 Sale 96.81 11,760 1,138,542 140,671 Oct 10 04:13 PM Watson Maureen C. Director Sep 08 '23 Option Exercise 1.84 3,000 5,520 4,570 Sep 11 04:36 PM Watson Maureen C. Director Sep 08 '23 Sale 136.22 7,894 1,075,332 1,570 Sep 11 04:36 PM Franks Joshua Allen SVP, Operations Sep 07 '23 Sale 134.61 12,684 1,707,389 95,822 Sep 11 04:35 PM PRITCHARD BETH M Director Sep 07 '23 Sale 133.20 8,306 1,106,359 1,169 Sep 07 04:13 PM AMIN TARANG Chief Executive Officer Sep 05 '23 Option Exercise 1.84 39,740 73,122 292,532 Sep 06 05:37 PM Milsten Scott Sep 05 '23 Option Exercise 1.84 6,000 11,040 85,104 Sep 07 04:11 PM AMIN TARANG Chief Executive Officer Sep 05 '23 Sale 136.39 39,740 5,420,020 252,792 Sep 06 05:37 PM AMIN TARANG Chief Executive Officer Sep 05 '23 Sale 136.37 16,672 2,273,566 272,337 Sep 06 05:37 PM Hartnett Jennifer Catherine Chief Commercial Officer Sep 05 '23 Sale 136.38 6,179 842,706 60,257 Sep 07 04:12 PM Milsten Scott Sep 05 '23 Sale 136.43 6,000 818,551 79,104 Sep 07 04:11 PM Daniele Tiffany F. Director Aug 31 '23 Sale 139.09 1,253 174,280 4,813 Sep 01 04:25 PM FIELDS MANDY J See Remarks Aug 29 '23 Sale 129.44 28,555 3,696,112 80,319 Aug 31 04:08 PM MARCHISOTTO KORY See Remarks Aug 29 '23 Sale 131.93 15,020 1,981,657 131,977 Aug 31 04:08 PM AMIN TARANG Chief Executive Officer Aug 07 '23 Option Exercise 1.84 39,740 73,122 292,532 Aug 09 04:05 PM AMIN TARANG Chief Executive Officer Aug 07 '23 Sale 130.40 39,740 5,182,175 252,792 Aug 09 04:05 PM AMIN TARANG Chief Executive Officer Aug 07 '23 Sale 130.27 16,664 2,170,852 280,673 Aug 09 04:05 PM Levitan Lauren Cooks Director Aug 04 '23 Option Exercise 8.23 3,450 28,394 29,159 Aug 08 04:17 PM Levitan Lauren Cooks Director Aug 04 '23 Sale 129.93 6,750 877,043 22,409 Aug 08 04:17 PM AMIN TARANG Chief Executive Officer Jul 05 '23 Option Exercise 1.84 39,740 73,122 292,532 Jul 07 04:12 PM AMIN TARANG Chief Executive Officer Jul 05 '23 Sale 113.80 39,740 4,522,303 252,792 Jul 07 04:12 PM AMIN TARANG Chief Executive Officer Jul 05 '23 Sale 113.69 16,664 1,894,590 289,005 Jul 07 04:12 PM FIELDS MANDY J See Remarks Jun 07 '23 Sale 106.72 16,024 1,710,081 108,874 Jun 08 04:11 PM WOLFORD RICHARD G Director Jun 06 '23 Sale 107.15 36,773 3,940,198 22,143 Jun 07 07:13 PM AMIN TARANG Chief Executive Officer Jun 05 '23 Option Exercise 1.84 39,740 73,122 325,347 Jun 08 04:11 PM Milsten Scott Jun 05 '23 Option Exercise 1.84 6,000 11,040 102,763 Jun 07 07:14 PM AMIN TARANG Chief Executive Officer Jun 05 '23 Sale 104.82 72,555 7,605,046 252,792 Jun 08 04:11 PM Milsten Scott Jun 05 '23 Sale 104.81 23,659 2,479,701 79,104 Jun 07 07:14 PM AMIN TARANG Chief Executive Officer Jun 05 '23 Sale 104.77 16,672 1,746,685 297,337 Jun 08 04:11 PM AMIN TARANG Chief Executive Officer Jun 02 '23 Sale 103.50 34,208 3,540,528 285,607 Jun 05 06:45 PM Franks Joshua Allen SVP, Operations Jun 02 '23 Sale 103.86 17,363 1,803,309 108,506 Jun 05 08:18 PM FIELDS MANDY J See Remarks Jun 02 '23 Sale 103.50 15,660 1,620,810 124,898 Jun 05 08:13 PM MARCHISOTTO KORY See Remarks Jun 02 '23 Sale 103.50 15,660 1,620,810 146,997 Jun 05 07:40 PM Milsten Scott Jun 02 '23 Sale 103.50 14,979 1,550,326 96,763 Jun 05 08:44 PM Hartnett Jennifer Catherine Chief Commercial Officer Jun 02 '23 Sale 103.50 6,979 722,326 66,436 Jun 05 07:47 PM Levitan Lauren Cooks Director May 31 '23 Sale 102.96 2,500 257,393 25,709 Jun 02 04:08 PM
Index NDX P/E 243.04 EPS (ttm) 0.36 Insider Own 9.76% Shs Outstand 445.00M Perf Week 1.81%
Market Cap 42.52B Forward P/E 49.04 EPS next Y 1.77 Insider Trans -2.07% Shs Float 441.20M Perf Month 0.14%
Income 178.94M PEG 10.13 EPS next Q 0.22 Inst Own 68.78% Short Float 2.01% Perf Quarter 24.94%
Sales 1.95B P/S 21.85 EPS this Y 17.43% Inst Trans -0.25% Short Ratio 2.07 Perf Half Y 12.25%
Book/sh 4.43 P/B 19.64 EPS next Y 19.84% ROA 3.86% Short Interest 8.85M Perf Year 34.47%
Cash/sh 2.82 P/C 30.80 EPS next 5Y 24.00% ROE 8.36% 52W Range 60.23 - 94.00 Perf YTD 20.84%
Dividend Est. - P/FCF 77.09 EPS past 5Y 13.20% ROI 7.63% 52W High -7.49% Beta 1.48
Dividend TTM - Quick Ratio 1.72 Sales past 5Y 32.66% Gross Margin 81.21% 52W Low 44.38% ATR (14) 2.96
Dividend Ex-Date - Current Ratio 1.72 EPS Y/Y TTM 236.43% Oper. Margin 10.30% RSI (14) 54.55 Volatility 3.56% 3.41%
Employees 3115 Debt/Eq 0.11 Sales Y/Y TTM 23.34% Profit Margin 9.19% Recom 1.69 Target Price 98.22
Option/Short Yes / Yes LT Debt/Eq 0.08 EPS Q/Q 36.99% Payout 0.00% Rel Volume 1.09 Prev Close 89.64
Sales Surprise 4.11% EPS Surprise -0.10% Sales Q/Q 23.45% Earnings May 08 AMC Avg Volume 4.28M Price 86.96
SMA20 3.33% SMA50 3.62% SMA200 12.40% Trades
Volume 1,809,660 Change -2.99%
Date
Action
Analyst
Rating Change
Price Target Change
May-02-24 Upgrade Jefferies
Hold → Buy
$95 → $105
Feb-23-24 Reiterated BTIG Research
Buy
$91 → $98
Feb-12-24 Initiated Seaport Research Partners
Neutral
Jan-17-24 Reiterated Wells Fargo
Overweight
$73 → $80
Jan-09-24 Initiated BMO Capital Markets
Outperform
$88
Dec-18-23 Initiated HSBC Securities
Buy
Nov-02-23 Upgrade New Street
Sell → Neutral
Oct-24-23 Initiated Loop Capital
Buy
$95
Sep-28-23 Initiated UBS
Buy
$100
Sep-06-23 Initiated William Blair
Outperform
Aug-18-23 Initiated Robert W. Baird
Outperform
$88
Aug-09-23 Reiterated The Benchmark Company
Sell
$38 → $42
Jul-28-23 Upgrade BTIG Research
Neutral → Buy
$103
Jul-25-23 Reiterated Needham
Buy
$80 → $100
Jul-18-23 Initiated Redburn
Sell
$34
Jul-18-23 Downgrade New Street
Neutral → Sell
$57 → $69
Jun-12-23 Reiterated Citigroup
Buy
$78 → $86
Jun-02-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$60 → $90
May-11-23 Reiterated Truist
Buy
$76 → $78
May-11-23 Reiterated RBC Capital Mkts
Outperform
$75 → $77
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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Green Jeffrey Terry President and CEO Apr 30 '24 Sale 84.08 63,936 5,375,807 760,086 Apr 30 09:33 PM Green Jeffrey Terry President and CEO Apr 29 '24 Sale 84.47 75,000 6,335,331 824,022 Apr 30 09:33 PM Green Jeffrey Terry President and CEO Apr 26 '24 Sale 85.13 75,000 6,384,750 899,022 Apr 30 09:33 PM Green Jeffrey Terry President and CEO Apr 15 '24 Sale 86.41 2,600 224,666 974,022 Apr 17 04:17 PM Green Jeffrey Terry President and CEO Apr 04 '24 Sale 87.29 75,000 6,546,437 976,622 Apr 05 05:57 PM Green Jeffrey Terry President and CEO Apr 03 '24 Sale 87.38 66,007 5,767,692 1,051,622 Apr 05 05:57 PM Green Jeffrey Terry President and CEO Mar 25 '24 Sale 85.42 75,000 6,406,500 1,117,629 Mar 25 07:48 PM Green Jeffrey Terry President and CEO Mar 22 '24 Sale 84.73 75,000 6,354,750 1,192,629 Mar 25 07:48 PM Green Jeffrey Terry President and CEO Mar 21 '24 Sale 84.78 75,000 6,358,500 1,267,629 Mar 25 07:48 PM FALBERG KATHRYN E Director Mar 08 '24 Sale 81.90 103,030 8,438,201 242,609 Mar 12 04:15 PM Green Jeffrey Terry President and CEO Mar 08 '24 Sale 83.49 59,358 4,955,799 1,342,629 Mar 12 04:38 PM Green Jeffrey Terry President and CEO Feb 23 '24 Sale 82.31 75,000 6,172,951 1,401,987 Feb 23 07:28 PM Green Jeffrey Terry President and CEO Feb 22 '24 Sale 83.88 75,000 6,291,000 1,476,987 Feb 23 07:28 PM Green Jeffrey Terry President and CEO Feb 21 '24 Sale 81.77 75,000 6,132,750 1,551,987 Feb 23 07:28 PM Rajaram Gokul Director Feb 21 '24 Sale 81.22 2,996 243,335 33,316 Feb 22 04:11 PM Jacobson Samantha Chief Strategy Officer Feb 20 '24 Option Exercise 61.97 8,823 546,783 65,041 Feb 20 08:17 PM Jacobson Samantha Chief Strategy Officer Feb 20 '24 Sale 83.57 15,006 1,254,036 52,387 Feb 20 08:17 PM Schenkein Laura Chief Financial Officer Feb 16 '24 Sale 89.53 3,391 303,596 653,366 Feb 20 08:10 PM GRANT JAY R Chief Legal Officer Feb 16 '24 Sale 89.53 2,136 191,236 139,794 Feb 20 08:12 PM Rajaram Gokul Director Jan 17 '24 Sale 62.76 2,999 188,217 36,312 Jan 19 04:48 PM Rajaram Gokul Director Dec 20 '23 Sale 77.39 2,999 232,093 39,311 Dec 21 04:32 PM GRANT JAY R Chief Legal Officer Dec 14 '23 Sale 75.00 1,427 107,025 146,760 Dec 18 04:14 PM Schenkein Laura Chief Financial Officer Nov 17 '23 Sale 66.48 2,613 173,712 660,009 Nov 17 06:01 PM Green Jeffrey Terry President and CEO Nov 16 '23 Option Exercise 24.92 325,560 8,112,606 577,586 Nov 17 05:56 PM Rajaram Gokul Director Nov 15 '23 Sale 68.15 2,999 204,382 42,310 Nov 17 05:50 PM Green Jeffrey Terry President and CEO Nov 02 '23 Sale 74.94 75,000 5,620,745 1,209,221 Nov 02 08:42 PM Green Jeffrey Terry President and CEO Nov 01 '23 Sale 71.06 55,520 3,945,251 1,284,221 Nov 02 08:42 PM Green Jeffrey Terry President and CEO Oct 31 '23 Sale 71.01 23,004 1,633,514 1,339,741 Nov 02 08:42 PM Rajaram Gokul Director Oct 18 '23 Sale 78.82 2,999 236,381 45,309 Oct 20 04:20 PM Green Jeffrey Terry President and CEO Oct 13 '23 Sale 84.90 25,250 2,143,725 1,362,745 Oct 13 07:09 PM Green Jeffrey Terry President and CEO Oct 12 '23 Sale 84.74 75,000 6,355,500 1,387,995 Oct 13 07:09 PM Green Jeffrey Terry President and CEO Oct 11 '23 Sale 85.62 75,000 6,421,301 1,462,995 Oct 13 07:09 PM Green Jeffrey Terry President and CEO Oct 02 '23 Sale 78.44 75,000 5,883,173 1,537,995 Oct 02 07:45 PM Green Jeffrey Terry President and CEO Sep 29 '23 Sale 78.90 75,000 5,917,856 1,612,995 Oct 02 07:45 PM Green Jeffrey Terry President and CEO Sep 28 '23 Sale 76.70 75,000 5,752,500 1,687,995 Oct 02 07:45 PM Rajaram Gokul Director Sep 20 '23 Sale 79.20 2,999 237,521 48,308 Sep 21 05:39 PM Green Jeffrey Terry President and CEO Sep 15 '23 Sale 85.06 4,325 367,884 1,762,995 Sep 18 06:12 PM Green Jeffrey Terry President and CEO Sep 14 '23 Sale 84.80 75,000 6,360,174 1,767,320 Sep 18 06:12 PM Cunningham Andrea Lee Director Sep 13 '23 Sale 85.75 2,504 214,718 3,225 Sep 15 04:22 PM Schenkein Laura Chief Financial Officer Aug 31 '23 Sale 79.59 3,219 256,200 666,915 Sep 05 04:09 PM GRANT JAY R Chief Legal Officer Aug 23 '23 Sale 75.03 1,427 107,068 154,636 Aug 24 04:27 PM Rajaram Gokul Director Aug 16 '23 Sale 73.74 2,999 221,146 51,307 Aug 17 06:26 PM Rajaram Gokul Director Jul 19 '23 Sale 87.65 2,999 262,862 54,306 Jul 20 06:18 PM GRANT JAY R Chief Legal Officer Jul 13 '23 Option Exercise 58.36 38,710 2,259,052 201,608 Jul 17 05:22 PM GRANT JAY R Chief Legal Officer Jul 13 '23 Sale 88.88 38,980 3,464,610 162,628 Jul 17 05:22 PM Rajaram Gokul Director Jul 13 '23 Sale 90.00 11,995 1,079,550 57,305 Jul 17 05:26 PM WELLS DAVID B Director Jul 13 '23 Sale 90.00 5,000 450,000 69,070 Jul 13 05:00 PM WELLS DAVID B Director Jul 11 '23 Sale 80.00 12,500 1,000,000 74,070 Jul 13 05:00 PM Rajaram Gokul Director Jun 21 '23 Sale 75.97 2,999 227,834 69,300 Jun 22 06:08 PM GRANT JAY R Chief Legal Officer Jun 15 '23 Sale 76.21 5,500 419,155 162,898 Jun 16 08:00 PM Buyer Lise J Director Jun 13 '23 Sale 76.10 4,000 304,400 101,077 Jun 15 04:15 PM Buyer Lise J Director Jun 09 '23 Sale 75.20 10,000 752,000 105,077 Jun 12 04:13 PM Buyer Lise J Director Jun 08 '23 Sale 75.12 10,000 751,200 115,077 Jun 12 04:13 PM Cunningham Andrea Lee Director Jun 07 '23 Sale 74.87 1,950 145,996 5,729 Jun 09 04:18 PM Pickles David Randall Chief Technology Officer Jun 01 '23 Option Exercise 26.33 2,060 54,248 528,781 Jun 01 07:17 PM Pickles David Randall Chief Technology Officer Jun 01 '23 Sale 72.70 2,060 149,763 526,721 Jun 01 07:17 PM Pickles David Randall Chief Technology Officer May 30 '23 Option Exercise 59.57 22,345 1,331,092 549,066 Jun 01 07:17 PM Pickles David Randall Chief Technology Officer May 30 '23 Sale 70.00 22,345 1,564,150 526,721 Jun 01 07:17 PM WELLS DAVID B Director May 30 '23 Sale 70.00 20,000 1,400,000 86,570 May 30 07:36 PM Rajaram Gokul Director May 30 '23 Sale 69.01 2,999 206,961 72,299 May 30 07:34 PM Pickles David Randall Chief Technology Officer May 15 '23 Option Exercise 30.00 2,020 60,602 533,107 May 17 05:10 PM Pickles David Randall Chief Technology Officer May 15 '23 Sale 62.27 2,020 125,785 531,087 May 17 05:10 PM
Index S&P 500 P/E 52.46 EPS (ttm) 25.20 Insider Own 2.59% Shs Outstand 55.31M Perf Week 5.83%
Market Cap 73.52B Forward P/E 34.74 EPS next Y 38.06 Insider Trans -32.70% Shs Float 54.16M Perf Month 8.73%
Income 1.45B PEG 3.01 EPS next Q 8.33 Inst Own 96.20% Short Float 1.90% Perf Quarter 15.26%
Sales 7.30B P/S 10.07 EPS this Y 25.50% Inst Trans 1.65% Short Ratio 4.96 Perf Half Y 54.23%
Book/sh -54.15 P/B - EPS next Y 17.36% ROA 6.97% Short Interest 1.03M Perf Year 77.48%
Cash/sh 87.00 P/C 15.20 EPS next 5Y 17.44% ROE - 52W Range 738.84 - 1315.02 Perf YTD 30.69%
Dividend Est. 35.22 (2.66%) P/FCF 46.65 EPS past 5Y 6.17% ROI 7.90% 52W High 0.54% Beta 1.40
Dividend TTM - Quick Ratio 2.92 Sales past 5Y 12.64% Gross Margin 57.81% 52W Low 78.94% ATR (14) 29.20
Dividend Ex-Date Nov 17, 2023 Current Ratio 3.71 EPS Y/Y TTM 59.28% Oper. Margin 45.75% RSI (14) 72.97 Volatility 2.77% 2.45%
Employees 15500 Debt/Eq - Sales Y/Y TTM 23.75% Profit Margin 19.84% Recom 1.88 Target Price 1345.52
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 30.96% Payout 0.00% Rel Volume 0.98 Prev Close 1310.40
Sales Surprise 2.18% EPS Surprise 7.65% Sales Q/Q 20.38% Earnings May 07 BMO Avg Volume 208.11K Price 1322.10
SMA20 6.33% SMA50 8.72% SMA200 31.91% Trades
Volume 79,431 Change 0.89%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-17-24 Initiated KeyBanc Capital Markets
Overweight
$1180
Dec-12-23 Initiated William Blair
Outperform
Dec-01-23 Initiated Stifel
Hold
$1000
Nov-15-23 Downgrade Alembic Global Advisors
Overweight → Neutral
Oct-11-23 Initiated UBS
Neutral
$950
Sep-28-23 Initiated Deutsche Bank
Buy
$1001
Jul-06-23 Initiated Citigroup
Buy
$1042
Nov-28-22 Downgrade Wells Fargo
Overweight → Equal Weight
$735 → $660
Oct-12-22 Initiated Credit Suisse
Outperform
$661
Oct-11-22 Initiated Wolfe Research
Outperform
$650
Feb-16-22 Resumed Wolfe Research
Outperform
$760
Jan-07-22 Upgrade Truist
Hold → Buy
$600 → $786
Nov-23-21 Upgrade BofA Securities
Neutral → Buy
$700 → $790
Oct-22-21 Initiated RBC Capital Mkts
Outperform
$700
Sep-13-21 Resumed Goldman
Buy
$732
May-13-21 Initiated Wells Fargo
Overweight
$718
May-12-21 Upgrade Vertical Research
Hold → Buy
$604 → $667
Jan-22-21 Initiated Alembic Global Advisors
Overweight
$723
Jan-14-21 Downgrade BofA Securities
Buy → Neutral
$670
Nov-18-20 Upgrade Jefferies
Hold → Buy
$560 → $710
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TransDigm Group, Inc. engages in the design, production, and supply of aircraft components. It operates through the following segments: Power and Control, Airframe, and Non-Aviation. The Power and Control segment includes operations that primarily develop, produce and market systems and components that provide power to or control power of the aircraft utilizing electronic, fluid, power, and mechanical motion control technologies. The Airframe segment covers operations that primarily develop, produce and market systems and components that are used in non-power airframe applications utilizing airframe and cabin structure technologies. The Non-Aviation segment focuses on operations that develop, produce and market products for non-aviation markets. The company was founded by W. Nicholas Howley and Douglas W. Peacock in 1993 and is headquartered in Cleveland, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Reiss Joel Co-Chief Operating Officer Apr 15 '24 Option Exercise 226.34 3,000 679,020 6,600 Apr 16 04:02 PM Reiss Joel Co-Chief Operating Officer Apr 15 '24 Sale 1233.10 3,000 3,699,290 3,600 Apr 16 04:02 PM Stein Kevin M President & CEO Apr 12 '24 Option Exercise 270.88 10,000 2,708,800 18,158 Apr 16 04:02 PM Stein Kevin M President & CEO Apr 12 '24 Sale 1216.16 10,000 12,161,565 8,158 Apr 16 04:02 PM Reiss Joel Co-Chief Operating Officer Mar 15 '24 Option Exercise 226.34 3,000 679,020 6,600 Mar 19 03:43 PM Reiss Joel Co-Chief Operating Officer Mar 15 '24 Sale 1172.26 3,000 3,516,794 3,600 Mar 19 03:43 PM Stein Kevin M President & CEO Mar 12 '24 Option Exercise 270.88 10,000 2,708,800 18,158 Mar 13 04:16 PM Valladares Jorge Director Mar 12 '24 Option Exercise 226.34 6,346 1,436,354 17,346 Mar 13 04:16 PM Valladares Jorge Director Mar 12 '24 Option Exercise 226.34 3,453 781,552 1,151 Mar 13 04:16 PM Stein Kevin M President & CEO Mar 12 '24 Sale 1165.14 10,000 11,651,377 8,158 Mar 13 04:16 PM Valladares Jorge Director Mar 12 '24 Sale 1180.01 6,346 7,488,326 11,000 Mar 13 04:16 PM Valladares Jorge Director Mar 12 '24 Sale 1180.01 3,453 4,074,565 0 Mar 13 04:16 PM Valladares Jorge Director Mar 08 '24 Option Exercise 226.34 1,866 422,350 622 Mar 12 03:30 PM Valladares Jorge Director Mar 08 '24 Option Exercise 226.34 578 130,825 11,578 Mar 12 03:30 PM Valladares Jorge Director Mar 08 '24 Sale 1180.00 1,866 2,201,880 0 Mar 12 03:30 PM Valladares Jorge Director Mar 08 '24 Sale 1180.00 578 682,040 11,000 Mar 12 03:30 PM SMALL ROBERT J Director Feb 27 '24 Sale 1160.50 253,890 294,639,345 121,238 Feb 29 08:23 PM Lisman Michael Co-Chief Operating Officer Feb 26 '24 Option Exercise 347.17 8,000 2,777,360 8,000 Feb 27 09:18 PM Valladares Jorge Director Feb 26 '24 Option Exercise 226.34 9,476 2,144,798 20,476 Feb 28 04:43 PM Valladares Jorge Director Feb 26 '24 Option Exercise 226.34 4,854 1,098,654 2,427 Feb 28 04:43 PM Valladares Jorge Director Feb 26 '24 Option Exercise 226.34 2,427 549,327 2,427 Feb 28 04:44 PM Valladares Jorge Director Feb 26 '24 Sale 1191.99 9,476 11,295,267 11,000 Feb 28 04:43 PM Lisman Michael Co-Chief Operating Officer Feb 26 '24 Sale 1195.01 8,000 9,560,076 0 Feb 27 09:18 PM Valladares Jorge Director Feb 26 '24 Sale 1191.99 4,854 5,785,905 0 Feb 28 04:43 PM Valladares Jorge Director Feb 26 '24 Sale 1191.99 2,427 2,892,954 0 Feb 28 04:44 PM Lisman Michael Co-Chief Operating Officer Feb 23 '24 Option Exercise 347.17 8,000 2,777,360 8,000 Feb 27 09:18 PM Lisman Michael Co-Chief Operating Officer Feb 23 '24 Sale 1198.50 8,000 9,588,012 0 Feb 27 09:18 PM Howley W Nicholas Director Feb 22 '24 Option Exercise 176.24 59,214 10,435,642 80,762 Feb 26 08:36 PM Howley W Nicholas Director Feb 22 '24 Sale 1173.76 59,214 69,502,737 21,548 Feb 26 08:36 PM Wynne Sarah Chief Financial Officer Feb 21 '24 Option Exercise 322.62 8,550 2,758,378 6,550 Feb 23 09:10 AM Howley W Nicholas Director Feb 21 '24 Option Exercise 172.84 9,381 1,621,412 30,929 Feb 22 11:15 AM Howley W Nicholas Director Feb 21 '24 Sale 1165.00 9,381 10,928,865 21,548 Feb 22 11:15 AM Wynne Sarah Chief Financial Officer Feb 21 '24 Sale 1159.00 5,850 6,780,126 700 Feb 23 09:10 AM Howley W Nicholas Director Feb 16 '24 Option Exercise 172.84 1,994 344,643 23,543 Feb 20 01:05 PM Howley W Nicholas Director Feb 16 '24 Sale 1160.55 2,391 2,774,871 21,549 Feb 20 01:05 PM Reiss Joel Co-Chief Operating Officer Feb 15 '24 Option Exercise 226.34 3,000 679,020 6,600 Feb 20 12:19 PM Howley W Nicholas Director Feb 15 '24 Option Exercise 172.84 3,530 610,125 25,078 Feb 20 01:05 PM SMALL ROBERT J Director Feb 15 '24 Option Exercise 126.17 4,478 564,989 25,423 Feb 20 12:17 PM SMALL ROBERT J Director Feb 15 '24 Sale 1155.97 4,478 5,176,456 20,945 Feb 20 12:17 PM Howley W Nicholas Director Feb 15 '24 Sale 1141.61 3,133 3,576,669 21,548 Feb 20 01:05 PM Reiss Joel Co-Chief Operating Officer Feb 15 '24 Sale 1140.48 3,000 3,421,435 3,600 Feb 20 12:19 PM Graff Michael Director Feb 13 '24 Option Exercise 206.73 3,460 715,286 8,339 Feb 13 02:38 PM Graff Michael Director Feb 13 '24 Sale 1108.17 3,460 3,834,264 4,879 Feb 13 02:38 PM Reiss Joel Co-Chief Operating Officer Jan 16 '24 Option Exercise 226.34 3,000 679,020 6,600 Jan 18 05:07 PM Howley W Nicholas Director Jan 16 '24 Option Exercise 172.84 3,530 610,125 25,078 Jan 18 04:49 PM Howley W Nicholas Director Jan 16 '24 Sale 1022.27 3,530 3,608,612 21,548 Jan 18 04:49 PM Reiss Joel Co-Chief Operating Officer Jan 16 '24 Sale 1022.29 3,000 3,066,866 3,600 Jan 18 05:07 PM Howley W Nicholas Director Jan 11 '24 Option Exercise 172.84 14,087 2,434,797 35,635 Jan 12 10:07 AM Howley W Nicholas Director Jan 11 '24 Sale 1015.00 14,087 14,298,305 21,548 Jan 12 10:07 AM Howley W Nicholas Director Jan 10 '24 Option Exercise 172.84 38,863 6,717,081 60,411 Jan 12 10:07 AM Howley W Nicholas Director Jan 10 '24 Sale 1015.05 38,863 39,447,930 21,548 Jan 12 10:07 AM Howley W Nicholas Director Dec 29 '23 Option Exercise 172.84 23,653 4,088,185 45,201 Jan 02 11:49 AM Howley W Nicholas Director Dec 29 '23 Sale 1015.00 23,653 24,007,819 21,548 Jan 02 11:49 AM Howley W Nicholas Director Dec 15 '23 Option Exercise 172.84 6,296 1,088,201 27,844 Dec 18 08:41 PM Reiss Joel Co-Chief Operating Officer Dec 15 '23 Option Exercise 226.34 3,000 679,020 6,600 Dec 18 02:38 PM Howley W Nicholas Director Dec 15 '23 Sale 987.07 6,296 6,214,617 21,548 Dec 18 08:41 PM Reiss Joel Co-Chief Operating Officer Dec 15 '23 Sale 994.84 3,000 2,984,529 3,600 Dec 18 02:38 PM Howley W Nicholas Director Dec 13 '23 Option Exercise 172.84 1,821 314,742 23,369 Dec 15 09:40 AM Howley W Nicholas Director Dec 13 '23 Sale 1015.02 1,821 1,848,343 21,548 Dec 15 09:40 AM Lisman Michael Co-Chief Operating Officer Dec 12 '23 Option Exercise 347.17 12,000 4,166,040 14,309 Dec 14 08:52 AM SMALL ROBERT J Director Dec 12 '23 Sale 997.89 18,522 18,482,983 158,858 Dec 13 04:29 PM Lisman Michael Co-Chief Operating Officer Dec 12 '23 Sale 997.51 12,000 11,970,112 2,309 Dec 14 08:52 AM HENNESSY SEAN P Director Nov 22 '23 Option Exercise 172.84 3,650 630,866 37,585 Nov 27 04:25 PM HENNESSY SEAN P Director Nov 22 '23 Sale 971.15 3,650 3,544,700 33,935 Nov 27 04:25 PM SMALL ROBERT J Director Nov 21 '23 Sale 969.93 23,201 22,503,259 177,380 Nov 22 04:57 PM SMALL ROBERT J Director Nov 20 '23 Sale 965.20 39,558 38,181,337 179,615 Nov 20 08:58 PM SMALL ROBERT J Director Nov 17 '23 Sale 957.45 46,700 44,713,112 183,520 Nov 20 08:58 PM SMALL ROBERT J Director Nov 16 '23 Sale 988.76 20,000 19,775,110 187,870 Nov 20 08:58 PM Valladares Jorge Director Nov 15 '23 Option Exercise 226.34 12,859 2,910,506 23,859 Nov 16 02:23 PM Howley W Nicholas Director Nov 15 '23 Option Exercise 207.84 7,060 1,467,350 28,608 Nov 16 02:16 PM Reiss Joel Co-Chief Operating Officer Nov 15 '23 Option Exercise 226.34 3,000 679,020 6,600 Nov 16 02:18 PM Valladares Jorge Director Nov 15 '23 Sale 995.00 12,859 12,794,705 11,000 Nov 16 02:23 PM Howley W Nicholas Director Nov 15 '23 Sale 995.01 7,060 7,024,790 21,548 Nov 16 02:16 PM Reiss Joel Co-Chief Operating Officer Nov 15 '23 Sale 994.84 3,000 2,984,529 3,600 Nov 16 02:18 PM Valladares Jorge Director Nov 14 '23 Option Exercise 226.34 3,141 710,934 14,141 Nov 16 02:23 PM Valladares Jorge Director Nov 14 '23 Sale 1001.73 3,141 3,146,442 11,000 Nov 16 02:23 PM Reiss Joel Co-Chief Operating Officer Oct 16 '23 Option Exercise 226.34 3,000 679,020 6,600 Oct 17 10:35 AM Reiss Joel Co-Chief Operating Officer Oct 16 '23 Sale 862.38 3,000 2,587,145 3,600 Oct 17 10:35 AM Reiss Joel Co-Chief Operating Officer Sep 15 '23 Option Exercise 226.34 3,000 679,020 6,600 Sep 15 04:17 PM Reiss Joel Co-Chief Operating Officer Sep 15 '23 Sale 872.68 3,000 2,618,042 3,600 Sep 15 04:17 PM SMALL ROBERT J Director Sep 12 '23 Sale 880.47 2,967 2,612,342 191,171 Sep 14 08:12 PM SMALL ROBERT J Director Sep 08 '23 Sale 882.66 547 482,815 191,456 Sep 08 08:11 PM Wynne Sarah Chief Financial Officer Sep 07 '23 Option Exercise 221.81 5,420 1,202,210 6,120 Sep 08 11:45 AM Wynne Sarah Chief Financial Officer Sep 07 '23 Sale 883.16 5,420 4,786,721 700 Sep 08 11:45 AM SMALL ROBERT J Director Sep 06 '23 Sale 883.68 20,508 18,122,415 191,520 Sep 08 08:11 PM Reiss Joel Co-Chief Operating Officer Aug 15 '23 Option Exercise 226.34 3,000 679,020 6,600 Aug 17 08:36 AM Reiss Joel Co-Chief Operating Officer Aug 15 '23 Sale 853.76 3,000 2,561,282 3,600 Aug 17 08:36 AM Stein Kevin M President & CEO Aug 09 '23 Option Exercise 250.92 11,834 2,969,387 11,834 Aug 10 12:16 PM Stein Kevin M President & CEO Aug 09 '23 Sale 878.41 11,834 10,395,074 0 Aug 10 12:16 PM Howley W Nicholas Director Aug 01 '23 Option Exercise 173.29 40,243 6,973,709 61,791 Aug 01 08:16 PM Howley W Nicholas Director Aug 01 '23 Sale 900.00 40,243 36,218,700 21,548 Aug 01 08:16 PM Howley W Nicholas Director Jul 31 '23 Option Exercise 173.29 3,043 527,321 24,591 Aug 01 11:48 AM Howley W Nicholas Director Jul 31 '23 Sale 900.00 3,043 2,738,700 21,548 Aug 01 11:48 AM Howley W Nicholas Director Jul 28 '23 Option Exercise 173.29 5,559 963,319 27,107 Jul 31 09:54 AM Howley W Nicholas Director Jul 28 '23 Sale 900.00 5,559 5,003,100 21,548 Jul 31 09:54 AM Reiss Joel Co-Chief Operating Officer Jul 17 '23 Option Exercise 226.34 3,000 679,020 6,600 Jul 18 12:06 PM Howley W Nicholas Director Jul 17 '23 Option Exercise 173.29 3,250 563,192 24,798 Jul 18 12:26 PM Howley W Nicholas Director Jul 17 '23 Sale 890.04 3,250 2,892,637 21,548 Jul 18 12:26 PM Reiss Joel Co-Chief Operating Officer Jul 17 '23 Sale 889.75 3,000 2,669,260 3,600 Jul 18 12:06 PM Stein Kevin M President & CEO Jul 10 '23 Option Exercise 250.92 11,833 2,969,136 11,833 Jul 12 12:59 PM
Index S&P 500 P/E 42.19 EPS (ttm) 5.90 Insider Own 8.82% Shs Outstand 739.20M Perf Week 0.80%
Market Cap 184.32B Forward P/E 28.73 EPS next Y 8.66 Insider Trans -0.16% Shs Float 675.37M Perf Month -0.38%
Income 4.40B PEG 5.61 EPS next Q 1.59 Inst Own 81.75% Short Float 0.92% Perf Quarter 0.90%
Sales 26.23B P/S 7.03 EPS this Y 0.26% Inst Trans -0.21% Short Ratio 2.41 Perf Half Y 27.28%
Book/sh 72.16 P/B 3.45 EPS next Y 13.99% ROA 5.28% Short Interest 6.20M Perf Year 17.35%
Cash/sh 9.49 P/C 26.22 EPS next 5Y 7.52% ROE 8.47% 52W Range 182.09 - 259.00 Perf YTD 7.57%
Dividend Est. 0.96 (0.39%) P/FCF 33.17 EPS past 5Y 11.31% ROI 6.30% 52W High -3.92% Beta 0.85
Dividend TTM 1.02 (0.41%) Quick Ratio 1.51 Sales past 5Y 8.35% Gross Margin 58.35% 52W Low 36.67% ATR (14) 4.57
Dividend Ex-Date Mar 27, 2024 Current Ratio 1.85 EPS Y/Y TTM -36.66% Oper. Margin 21.32% RSI (14) 55.20 Volatility 1.59% 1.77%
Employees 63000 Debt/Eq 0.36 Sales Y/Y TTM -15.25% Profit Margin 16.78% Recom 1.65 Target Price 274.37
Option/Short Yes / Yes LT Debt/Eq 0.31 EPS Q/Q -25.02% Payout 16.45% Rel Volume 0.34 Prev Close 248.76
Sales Surprise 3.09% EPS Surprise 11.84% Sales Q/Q -19.13% Earnings Apr 23 BMO Avg Volume 2.57M Price 248.85
SMA20 1.89% SMA50 0.20% SMA200 8.26% Trades
Volume 343,330 Change 0.04%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-17-24 Upgrade HSBC Securities
Hold → Buy
$280
Jan-24-24 Downgrade Barclays
Overweight → Equal Weight
$240
Dec-18-23 Initiated HSBC Securities
Hold
Dec-13-23 Resumed Wolfe Research
Peer Perform
Dec-07-23 Downgrade Goldman
Buy → Neutral
$215 → $205
Jul-19-23 Initiated Raymond James
Outperform
$270
May-01-23 Initiated SVB Securities
Outperform
$300
Apr-26-23 Downgrade BofA Securities
Buy → Neutral
$310 → $250
Apr-18-23 Upgrade Wells Fargo
Equal Weight → Overweight
$275 → $285
Jan-05-23 Downgrade Credit Suisse
Outperform → Neutral
$315 → $300
Dec-14-22 Initiated Deutsche Bank
Buy
$310
Oct-24-22 Downgrade The Benchmark Company
Buy → Hold
$325
Aug-25-22 Initiated Credit Suisse
Outperform
$340
Aug-17-22 Resumed Bernstein
Outperform
$330 → $340
Jul-20-22 Initiated UBS
Buy
$297
Jun-01-22 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$299 → $310
Apr-25-22 Downgrade Wells Fargo
Overweight → Equal Weight
$265
Jan-11-22 Initiated Bernstein
Outperform
$365
Oct-15-21 Resumed Cowen
Outperform
$350
Sep-10-21 Reiterated BofA Securities
Buy
$340 → $360
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Danaher Corp. engages in the design, manufacture, and marketing of professional, medical, industrial, and commercial products and services. It operates through the following segments: Biotechnology, Life Sciences, Diagnostics, and Environmental and Applied Solutions. The Biotechnology segment includes the bioprocessing and discovery and medical businesses and offers a range of tools, consumables, and services. The Life Sciences segment offers a range of instruments and consumables to study the basic building blocks of life, including DNA and RNA. The Diagnostics segment offers clinical instruments, reagents, consumables, software, and services used to diagnose disease and make treatment decisions. The Environmental and Applied Solution segment offers products and services that help protect important resources and keep global food and water supplies safe. The company was founded by Steven M. Rales and Mitchell P. Rales in 1984 and is headquartered in Washington, DC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SPOON ALAN G Director May 02 '24 Option Exercise 52.56 3,289 172,870 116,910 May 03 05:03 PM SPOON ALAN G Director May 02 '24 Sale 243.58 708 172,455 116,202 May 03 05:03 PM Weidemanis Joakim Executive Vice President Apr 25 '24 Option Exercise 58.48 22,433 1,311,882 112,845 Apr 26 05:00 PM Weidemanis Joakim Executive Vice President Apr 25 '24 Sale 250.46 22,433 5,618,569 90,412 Apr 26 05:00 PM Blair Rainer President & CEO Apr 24 '24 Option Exercise 59.91 38,170 2,286,870 154,165 Apr 25 05:00 PM Blair Rainer President & CEO Apr 24 '24 Sale 249.22 47,175 11,756,725 115,995 Apr 25 05:00 PM Ellis Brian W Senior Vice President - GC Apr 24 '24 Sale 250.01 4,000 1,000,040 29,830 Apr 25 05:00 PM Raskas Daniel SVP - Corporate Development Feb 26 '24 Option Exercise 58.48 23,757 1,389,309 61,859 Feb 27 05:01 PM Raskas Daniel SVP - Corporate Development Feb 26 '24 Sale 252.00 23,757 5,986,764 38,102 Feb 27 05:01 PM LOHR WALTER G Director Feb 15 '24 Option Exercise 52.56 3,289 172,870 17,418 Feb 16 05:01 PM LOHR WALTER G Director Feb 15 '24 Sale 251.15 3,289 826,032 14,129 Feb 16 05:01 PM Couchara Georgeann SVP, Human Resources Feb 13 '24 Option Exercise 70.71 2,622 185,414 6,022 Feb 14 05:00 PM Couchara Georgeann SVP, Human Resources Feb 13 '24 Sale 242.67 2,622 636,290 4,244 Feb 14 05:00 PM List Teri Director Feb 06 '24 Option Exercise 52.56 3,289 172,870 23,015 Feb 08 05:00 PM List Teri Director Feb 06 '24 Sale 248.32 3,289 816,724 19,726 Feb 08 05:00 PM Gutierrez-Ramos Jose-Carlos SVP, Chief Science Officer Aug 21 '23 Sale 250.54 590 147,819 6,939 Aug 22 05:00 PM Raskas Daniel SVP - Corporate Development Jul 28 '23 Option Exercise 56.70 11,213 635,777 49,501 Aug 01 05:03 PM Zerhouni Elias A. Director Jul 28 '23 Option Exercise 50.80 3,490 177,292 30,523 Aug 01 05:02 PM SCHWIETERS JOHN T Director Jul 28 '23 Option Exercise 50.80 3,490 177,292 22,583 Aug 01 05:02 PM FILLER LINDA Director Jul 28 '23 Option Exercise 59.17 2,922 172,895 41,074 Aug 01 05:00 PM Raskas Daniel SVP - Corporate Development Jul 28 '23 Sale 260.65 11,213 2,922,652 38,288 Aug 01 05:03 PM FILLER LINDA Director Jul 28 '23 Sale 260.25 10,190 2,651,978 38,152 Aug 01 05:00 PM Weidemanis Joakim Executive Vice President Jul 26 '23 Option Exercise 56.70 22,439 1,272,291 111,128 Jul 27 05:01 PM List Teri Director Jul 26 '23 Option Exercise 50.80 3,490 177,292 20,984 Jul 27 05:00 PM Weidemanis Joakim Executive Vice President Jul 26 '23 Sale 263.42 22,439 5,910,832 88,689 Jul 27 05:01 PM List Teri Director Jul 26 '23 Sale 263.30 3,490 918,917 17,494 Jul 27 05:00 PM Raskas Daniel SVP - Corporate Development May 31 '23 Option Exercise 57.90 19,847 1,149,141 58,520 Jun 01 05:00 PM Raskas Daniel SVP - Corporate Development May 31 '23 Sale 228.50 19,847 4,535,040 38,673 Jun 01 05:00 PM
Index DJIA, S&P 500 P/E 66.29 EPS (ttm) 4.21 Insider Own 3.10% Shs Outstand 971.00M Perf Week 3.75%
Market Cap 270.48B Forward P/E 25.18 EPS next Y 11.07 Insider Trans -10.38% Shs Float 940.24M Perf Month -7.81%
Income 4.14B PEG 4.09 EPS next Q 2.37 Inst Own 81.33% Short Float 1.07% Perf Quarter -3.49%
Sales 34.86B P/S 7.76 EPS this Y 19.16% Inst Trans -0.97% Short Ratio 1.78 Perf Half Y 34.40%
Book/sh 61.43 P/B 4.54 EPS next Y 13.04% ROA 4.03% Short Interest 10.10M Perf Year 40.86%
Cash/sh 14.63 P/C 19.06 EPS next 5Y 16.22% ROE 7.01% 52W Range 193.68 - 318.71 Perf YTD 5.94%
Dividend Est. 0.36 (0.13%) P/FCF 28.48 EPS past 5Y 24.06% ROI 5.80% 52W High -12.53% Beta 1.30
Dividend TTM 0.40 (0.14%) Quick Ratio 1.02 Sales past 5Y 21.44% Gross Margin 67.42% 52W Low 43.93% ATR (14) 6.15
Dividend Ex-Date Mar 13, 2024 Current Ratio 1.02 EPS Y/Y TTM 1949.40% Oper. Margin 17.21% RSI (14) 46.85 Volatility 1.83% 2.09%
Employees 72682 Debt/Eq 0.23 Sales Y/Y TTM 11.18% Profit Margin 11.87% Recom 1.65 Target Price 336.93
Option/Short Yes / Yes LT Debt/Eq 0.20 EPS Q/Q 1576.91% Payout 0.00% Rel Volume 0.51 Prev Close 277.18
Sales Surprise 0.70% EPS Surprise 0.89% Sales Q/Q 10.77% Earnings Feb 28 AMC Avg Volume 5.66M Price 278.77
SMA20 0.49% SMA50 -4.94% SMA200 11.47% Trades
Volume 1,131,718 Change 0.57%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-21-24 Initiated KeyBanc Capital Markets
Sector Weight
Jan-11-24 Upgrade Robert W. Baird
Neutral → Outperform
$240 → $300
Dec-21-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$290 → $350
Dec-20-23 Downgrade Wells Fargo
Overweight → Equal Weight
$280
Dec-18-23 Upgrade Wolfe Research
Peer Perform → Outperform
$315
Nov-30-23 Reiterated Oppenheimer
Outperform
$250 → $275
Nov-30-23 Reiterated Needham
Buy
$250 → $275
Nov-30-23 Reiterated BMO Capital Markets
Outperform
$252 → $277
Oct-23-23 Downgrade Piper Sandler
Overweight → Neutral
$268 → $232
Sep-15-23 Initiated HSBC Securities
Buy
$267
Jul-31-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$251 → $278
Jun-01-23 Downgrade Societe Generale
Buy → Hold
Mar-02-23 Upgrade Needham
Hold → Buy
$230
Jan-20-23 Downgrade Cowen
Outperform → Market Perform
Jan-18-23 Initiated DA Davidson
Neutral
$150
Jan-13-23 Downgrade Atlantic Equities
Overweight → Neutral
$200 → $140
Jan-11-23 Downgrade Bernstein
Mkt Perform → Underperform
$134 → $119
Dec-08-22 Downgrade Robert W. Baird
Outperform → Neutral
$200 → $150
Dec-02-22 Downgrade Wolfe Research
Outperform → Peer Perform
Nov-17-22 Downgrade Monness Crespi & Hardt
Buy → Neutral
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Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Benioff Marc Chair and CEO May 06 '24 Sale 275.45 15,000 4,131,753 12,662,327 May 07 04:39 PM Benioff Marc Chair and CEO May 03 '24 Sale 275.01 15,000 4,125,180 12,677,327 May 06 04:54 PM Benioff Marc Chair and CEO May 02 '24 Sale 271.11 15,000 4,066,627 12,692,327 May 03 04:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer May 01 '24 Sale 268.12 50,051 13,419,732 21,223 May 02 05:30 PM Benioff Marc Chair and CEO May 01 '24 Sale 269.53 15,000 4,043,016 12,707,327 May 02 05:11 PM Harris Parker Co-Founder and CTO, Slack Apr 30 '24 Option Exercise 118.04 4,200 495,768 119,962 May 01 04:47 PM Benioff Marc Chair and CEO Apr 30 '24 Sale 270.92 15,000 4,063,849 12,722,327 May 01 04:40 PM Harris Parker Co-Founder and CTO, Slack Apr 30 '24 Sale 270.93 4,200 1,137,894 115,762 May 01 04:47 PM Benioff Marc Chair and CEO Apr 29 '24 Sale 274.79 15,000 4,121,914 12,737,327 Apr 30 05:28 PM Benioff Marc Chair and CEO Apr 26 '24 Sale 275.07 15,000 4,126,113 12,752,327 Apr 29 05:41 PM Benioff Marc Chair and CEO Apr 25 '24 Sale 271.63 15,000 4,074,497 12,767,327 Apr 26 04:16 PM Benioff Marc Chair and CEO Apr 24 '24 Sale 276.65 15,000 4,149,748 12,782,327 Apr 25 04:25 PM Millham Brian President and COO Apr 24 '24 Sale 278.00 4,204 1,168,712 0 Apr 25 04:29 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Option Exercise 118.04 4,200 495,768 119,962 Apr 24 05:21 PM Benioff Marc Chair and CEO Apr 23 '24 Sale 273.90 15,000 4,108,442 12,797,327 Apr 24 05:14 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 23 '24 Sale 273.15 8,281 2,261,973 18,787 Apr 23 09:37 PM Millham Brian President and COO Apr 23 '24 Sale 273.15 4,241 1,158,438 4,204 Apr 23 09:21 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Sale 273.87 4,200 1,150,243 115,762 Apr 24 05:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 23 '24 Sale 273.15 4,147 1,132,762 71,274 Apr 23 09:24 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Sale 273.15 4,147 1,132,762 115,762 Apr 23 09:26 PM Weaver Amy E President and CFO Apr 23 '24 Sale 273.15 4,096 1,118,831 49,290 Apr 23 09:18 PM Reddy Sundeep G. EVP & Chief Accounting Officer Apr 23 '24 Sale 273.15 2,425 662,394 5,856 Apr 23 09:42 PM Millham Brian President and COO Apr 22 '24 Option Exercise 76.04 14,246 1,083,262 8,445 Apr 23 09:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 22 '24 Option Exercise 39.97 11,148 445,619 75,421 Apr 23 09:24 PM Weaver Amy E President and CFO Apr 22 '24 Option Exercise 0.00 8,155 0 53,386 Apr 23 09:18 PM Harris Parker Co-Founder and CTO, Slack Apr 22 '24 Option Exercise 0.00 8,257 0 119,909 Apr 23 09:26 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 22 '24 Option Exercise 0.00 7,605 0 27,068 Apr 23 09:37 PM Reddy Sundeep G. EVP & Chief Accounting Officer Apr 22 '24 Option Exercise 0.00 2,370 0 8,281 Apr 23 09:42 PM Benioff Marc Chair and CEO Apr 22 '24 Sale 274.03 15,000 4,110,502 12,812,327 Apr 23 04:23 PM Millham Brian President and COO Apr 22 '24 Sale 279.10 5,801 1,619,059 0 Apr 23 09:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 22 '24 Sale 279.10 2,891 806,878 67,164 Apr 23 09:24 PM Benioff Marc Chair and CEO Apr 19 '24 Sale 270.94 15,000 4,064,172 12,827,327 Apr 22 05:48 PM Benioff Marc Chair and CEO Apr 18 '24 Sale 272.59 15,000 4,088,897 12,842,327 Apr 19 04:38 PM Benioff Marc Chair and CEO Apr 17 '24 Sale 276.83 15,000 4,152,411 12,857,327 Apr 18 04:33 PM Harris Parker Co-Founder and CTO, Slack Apr 16 '24 Option Exercise 118.04 4,200 495,768 121,716 Apr 17 06:38 PM Benioff Marc Chair and CEO Apr 16 '24 Sale 275.66 41,394 11,410,612 12,872,327 Apr 17 06:35 PM Harris Parker Co-Founder and CTO, Slack Apr 16 '24 Sale 275.73 10,064 2,774,985 111,652 Apr 17 06:38 PM Weaver Amy E President and CFO Apr 16 '24 Sale 274.77 5,864 1,611,266 45,231 Apr 17 06:40 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 16 '24 Sale 274.77 5,864 1,611,266 67,164 Apr 17 06:44 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 16 '24 Sale 274.77 3,910 1,074,360 19,463 Apr 17 06:46 PM Benioff Marc Chair and CEO Apr 15 '24 Sale 278.06 15,000 4,170,903 12,913,721 Apr 16 05:18 PM Benioff Marc Chair and CEO Apr 12 '24 Sale 295.74 15,000 4,436,045 12,928,721 Apr 15 05:19 PM Benioff Marc Chair and CEO Apr 11 '24 Sale 298.37 15,000 4,475,480 12,943,721 Apr 12 05:09 PM Benioff Marc Chair and CEO Apr 10 '24 Sale 299.42 15,000 4,491,274 12,958,721 Apr 11 05:18 PM Harris Parker Co-Founder and CTO, Slack Apr 09 '24 Option Exercise 118.04 4,200 495,768 110,037 Apr 10 05:05 PM Benioff Marc Chair and CEO Apr 09 '24 Sale 301.74 15,000 4,526,080 12,921,166 Apr 10 05:01 PM Harris Parker Co-Founder and CTO, Slack Apr 09 '24 Sale 301.75 4,200 1,267,364 105,837 Apr 10 05:05 PM Benioff Marc Chair and CEO Apr 08 '24 Sale 302.03 15,000 4,530,433 12,936,166 Apr 09 04:31 PM Benioff Marc Chair and CEO Apr 05 '24 Sale 300.14 15,000 4,502,110 12,951,166 Apr 08 04:22 PM Benioff Marc Chair and CEO Apr 04 '24 Sale 299.97 15,000 4,499,532 12,966,166 Apr 05 04:48 PM Benioff Marc Chair and CEO Apr 03 '24 Sale 305.42 15,000 4,581,232 12,981,166 Apr 04 04:17 PM Harris Parker Co-Founder and CTO, Slack Apr 02 '24 Option Exercise 118.04 4,200 495,768 110,037 Apr 03 04:27 PM Benioff Marc Chair and CEO Apr 02 '24 Sale 300.87 15,000 4,513,113 12,996,166 Apr 03 04:24 PM Harris Parker Co-Founder and CTO, Slack Apr 02 '24 Sale 300.82 4,200 1,263,425 105,837 Apr 03 04:27 PM Millham Brian President and COO Apr 01 '24 Option Exercise 186.51 24,453 4,560,729 24,453 Apr 02 04:17 PM Millham Brian President and COO Apr 01 '24 Sale 302.08 24,453 7,386,863 0 Apr 02 04:17 PM Benioff Marc Chair and CEO Apr 01 '24 Sale 301.72 15,000 4,525,774 13,011,166 Apr 02 04:12 PM Benioff Marc Chair and CEO Mar 28 '24 Sale 301.01 15,000 4,515,164 13,026,166 Mar 29 04:48 PM Benioff Marc Chair and CEO Mar 27 '24 Sale 301.45 15,000 4,521,824 13,041,166 Mar 28 05:42 PM Harris Parker Co-Founder and CTO, Slack Mar 26 '24 Option Exercise 118.04 4,200 495,768 110,037 Mar 27 04:54 PM Benioff Marc Chair and CEO Mar 26 '24 Sale 306.38 15,000 4,595,651 13,056,166 Mar 27 04:46 PM Harris Parker Co-Founder and CTO, Slack Mar 26 '24 Sale 306.50 4,200 1,287,290 105,837 Mar 27 04:54 PM Millham Brian President and COO Mar 26 '24 Sale 307.50 1,663 511,372 0 Mar 27 04:51 PM Benioff Marc Chair and CEO Mar 25 '24 Sale 305.86 15,000 4,587,872 13,071,166 Mar 26 08:59 PM Millham Brian President and COO Mar 25 '24 Sale 305.46 1,679 512,863 1,663 Mar 26 09:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 25 '24 Sale 305.46 942 287,741 61,349 Mar 26 08:40 PM Weaver Amy E President and CFO Mar 25 '24 Sale 305.46 942 287,741 39,416 Mar 26 08:43 PM Harris Parker Co-Founder and CTO, Slack Mar 25 '24 Sale 305.46 942 287,741 105,837 Mar 26 09:09 PM Reddy Sundeep G. EVP & Chief Accounting Officer Mar 25 '24 Sale 305.46 66 20,160 5,911 Mar 26 09:11 PM Millham Brian President and COO Mar 22 '24 Option Exercise 223.63 14,516 3,246,210 14,516 Mar 22 07:56 PM Weaver Amy E President and CFO Mar 22 '24 Option Exercise 193.48 7,075 1,368,839 45,558 Mar 22 08:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Option Exercise 154.14 2,890 445,465 63,306 Mar 22 08:08 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Option Exercise 0.00 1,875 0 62,291 Mar 26 08:40 PM Weaver Amy E President and CFO Mar 22 '24 Option Exercise 0.00 1,875 0 40,358 Mar 26 08:43 PM Millham Brian President and COO Mar 22 '24 Option Exercise 0.00 3,342 0 3,342 Mar 26 09:03 PM Harris Parker Co-Founder and CTO, Slack Mar 22 '24 Option Exercise 0.00 1,875 0 106,779 Mar 26 09:09 PM Reddy Sundeep G. EVP & Chief Accounting Officer Mar 22 '24 Option Exercise 0.00 144 0 5,977 Mar 26 09:11 PM Benioff Marc Chair and CEO Mar 22 '24 Sale 308.36 15,000 4,625,446 13,086,166 Mar 25 04:48 PM Millham Brian President and COO Mar 22 '24 Sale 309.32 14,516 4,490,089 0 Mar 22 07:56 PM Weaver Amy E President and CFO Mar 22 '24 Sale 309.32 7,075 2,188,439 38,483 Mar 22 08:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Sale 309.32 2,890 893,935 60,416 Mar 22 08:08 PM Benioff Marc Chair and CEO Mar 21 '24 Sale 309.64 15,000 4,644,619 13,101,166 Mar 22 05:23 PM Benioff Marc Chair and CEO Mar 20 '24 Sale 304.21 15,000 4,563,184 13,116,166 Mar 21 05:14 PM Harris Parker Co-Founder and CTO, Slack Mar 19 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 20 04:18 PM Benioff Marc Chair and CEO Mar 19 '24 Sale 299.59 15,000 4,493,875 13,131,166 Mar 20 04:11 PM Harris Parker Co-Founder and CTO, Slack Mar 19 '24 Sale 299.60 4,200 1,258,305 104,904 Mar 20 04:18 PM Benioff Marc Chair and CEO Mar 18 '24 Sale 298.88 15,000 4,483,262 13,146,166 Mar 19 05:00 PM Benioff Marc Chair and CEO Mar 15 '24 Sale 296.12 15,000 4,441,747 13,161,166 Mar 18 04:47 PM Benioff Marc Chair and CEO Mar 14 '24 Sale 304.29 15,000 4,564,395 13,176,166 Mar 15 04:07 PM Benioff Marc Chair and CEO Mar 13 '24 Sale 306.23 15,000 4,593,481 13,191,166 Mar 14 04:44 PM Harris Parker Co-Founder and CTO, Slack Mar 12 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 13 04:25 PM Benioff Marc Chair and CEO Mar 12 '24 Sale 306.43 15,000 4,596,444 13,206,166 Mar 13 04:17 PM Harris Parker Co-Founder and CTO, Slack Mar 12 '24 Sale 306.55 4,200 1,287,515 104,904 Mar 13 04:25 PM Benioff Marc Chair and CEO Mar 11 '24 Sale 304.97 15,000 4,574,535 13,221,166 Mar 12 05:26 PM Benioff Marc Chair and CEO Mar 08 '24 Sale 306.22 15,000 4,593,233 13,236,166 Mar 11 04:26 PM Benioff Marc Chair and CEO Mar 07 '24 Sale 303.24 15,000 4,548,670 13,251,166 Mar 08 05:09 PM Benioff Marc Chair and CEO Mar 06 '24 Sale 304.25 15,000 4,563,702 13,266,166 Mar 07 05:17 PM Harris Parker Co-Founder and CTO, Slack Mar 05 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 06 04:37 PM Benioff Marc Chair and CEO Mar 05 '24 Sale 301.77 15,000 4,526,519 13,281,166 Mar 06 04:29 PM Harris Parker Co-Founder and CTO, Slack Mar 05 '24 Sale 302.12 4,200 1,268,896 104,904 Mar 06 04:37 PM
Index S&P 500 P/E 20.14 EPS (ttm) 26.46 Insider Own 0.50% Shs Outstand 233.07M Perf Week 1.56%
Market Cap 123.88B Forward P/E 12.80 EPS next Y 41.63 Insider Trans -4.29% Shs Float 231.25M Perf Month 3.62%
Income 6.24B PEG 1.66 EPS next Q 10.03 Inst Own 91.54% Short Float 0.84% Perf Quarter 7.08%
Sales 171.75B P/S 0.72 EPS this Y 12.46% Inst Trans 0.08% Short Ratio 2.00 Perf Half Y 17.27%
Book/sh 174.62 P/B 3.05 EPS next Y 11.71% ROA 5.65% Short Interest 1.94M Perf Year 14.58%
Cash/sh - P/C - EPS next 5Y 12.10% ROE 16.02% 52W Range 412.00 - 542.07 Perf YTD 13.03%
Dividend Est. 6.24 (1.17%) P/FCF 53.96 EPS past 5Y 12.18% ROI 9.98% 52W High -1.67% Beta 0.84
Dividend TTM 6.07 (1.14%) Quick Ratio - Sales past 5Y 13.24% Gross Margin - 52W Low 29.37% ATR (14) 8.41
Dividend Ex-Date Jun 10, 2024 Current Ratio 1.37 EPS Y/Y TTM 2.51% Oper. Margin 5.29% RSI (14) 59.41 Volatility 1.16% 1.60%
Employees 104900 Debt/Eq 0.65 Sales Y/Y TTM 6.89% Profit Margin 3.64% Recom 1.50 Target Price 606.54
Option/Short Yes / Yes LT Debt/Eq 0.54 EPS Q/Q 15.57% Payout 23.47% Rel Volume 0.60 Prev Close 536.17
Sales Surprise -0.52% EPS Surprise 1.15% Sales Q/Q 0.96% Earnings Apr 18 BMO Avg Volume 970.54K Price 533.01
SMA20 1.90% SMA50 3.63% SMA200 11.20% Trades
Volume 227,046 Change -0.59%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-06-24 Initiated Barclays
Overweight
$584
Jul-12-23 Downgrade Wolfe Research
Outperform → Peer Perform
Apr-27-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$500 → $571
Apr-21-23 Initiated Cantor Fitzgerald
Overweight
$547
Mar-28-23 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$523 → $572
Sep-09-22 Upgrade BofA Securities
Neutral → Buy
$535 → $575
Aug-22-22 Upgrade SVB Leerink
Mkt Perform → Outperform
$490 → $580
May-01-24 09:30AM
Apr-29-24 05:22PM
Apr-26-24 09:50AM
02:25AM
Apr-25-24 05:16PM
12:00PM
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(The Wall Street Journal)
Jan-24-24 11:51PM
(Thomson Reuters StreetEvents)
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(The Wall Street Journal)
Elevance Health, Inc. operates as a health company, which engages in improving lives and communities, and making healthcare simpler. It operates through the following segments: Commercial and Specialty Business, Government Business, CarelonRx, and Other. The Commercial and Specialty Business segment provides insurance products and services such as stop loss, dental, vision, life, disability and supplemental health insurance. The Government Business segment includes medicare and medicaid businesses, national government services, and services provided to the federal government. The CerelonRx segment offers formulary management, pharmacy networks, prescription drug database, member services, and mail order capabilities. The Other segment is involved in health services business focused on quality of healthcare by enabling and creating new care delivery and payment models. The company was founded in 1944 and is headquartered in Indianapolis, IN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Norwood Felicia F EVP & President,Gov Health Ben Apr 24 '24 Option Exercise 238.27 2,043 486,786 33,503 Apr 25 05:05 PM Norwood Felicia F EVP & President,Gov Health Ben Apr 24 '24 Sale 532.44 6,199 3,300,590 27,304 Apr 25 05:05 PM Norwood Felicia F EVP & President,Gov Health Ben Apr 23 '24 Option Exercise 238.27 5,473 1,304,052 45,571 Apr 25 05:05 PM Norwood Felicia F EVP & President,Gov Health Ben Apr 23 '24 Sale 533.74 14,111 7,531,565 31,460 Apr 25 05:05 PM Kendrick Charles Morgan JR EVP & President, Commercial Mar 08 '24 Sale 500.46 2,432 1,217,119 15,840 Mar 12 04:26 PM Penczek Ronald W CAO & Controller Mar 06 '24 Sale 504.58 916 462,195 1,764 Mar 08 04:16 PM Haytaian Peter D EVP & Pres Carelon & CarelonRx Mar 04 '24 Option Exercise 166.97 15,000 2,504,550 39,982 Mar 05 04:24 PM Haytaian Peter D EVP & Pres Carelon & CarelonRx Mar 04 '24 Sale 500.18 21,095 10,551,297 18,887 Mar 05 04:24 PM PERU RAMIRO G Director Feb 07 '24 Sale 500.00 753 376,500 9,109 Feb 09 04:22 PM Todt Blair Williams EVP, CLO & CAO Dec 14 '23 Option Exercise 311.48 5,492 1,710,648 18,004 Dec 15 04:28 PM Todt Blair Williams EVP, CLO & CAO Dec 14 '23 Sale 484.02 5,492 2,658,238 12,512 Dec 15 04:28 PM Penczek Ronald W CAO & Controller Nov 30 '23 Sale 475.17 1,055 501,304 1,787 Dec 01 04:21 PM Penczek Ronald W CAO & Controller Oct 24 '23 Sale 454.35 64 29,078 2,842 Oct 26 04:15 PM Dixon Robert L JR Director Jul 21 '23 Sale 476.71 310 147,780 9,638 Jul 21 05:01 PM
Index RUT P/E 8.74 EPS (ttm) 3.04 Insider Own 48.78% Shs Outstand 53.01M Perf Week 2.35%
Market Cap 1.42B Forward P/E 8.39 EPS next Y 3.17 Insider Trans -5.61% Shs Float 27.38M Perf Month -2.45%
Income 195.56M PEG 1.99 EPS next Q -0.39 Inst Own 68.49% Short Float 31.13% Perf Quarter 27.45%
Sales 2.78B P/S 0.51 EPS this Y -9.12% Inst Trans -7.43% Short Ratio 5.95 Perf Half Y 25.57%
Book/sh 12.92 P/B 2.06 EPS next Y 10.99% ROA 7.80% Short Interest 8.52M Perf Year 59.12%
Cash/sh 6.74 P/C 3.94 EPS next 5Y 4.40% ROE 32.08% 52W Range 15.80 - 30.76 Perf YTD 25.52%
Dividend Est. 3.45 (12.98% ) P/FCF 5.55 EPS past 5Y 79.99% ROI 12.28% 52W High -13.60% Beta 1.95
Dividend TTM 1.13 (4.24%) Quick Ratio 0.96 Sales past 5Y 3.56% Gross Margin 43.64% 52W Low 68.18% ATR (14) 0.76
Dividend Ex-Date Apr 16, 2024 Current Ratio 1.55 EPS Y/Y TTM 36.70% Oper. Margin 9.51% RSI (14) 52.71 Volatility 2.30% 2.62%
Employees 12000 Debt/Eq 1.70 Sales Y/Y TTM 3.32% Profit Margin 7.04% Recom 2.67 Target Price 30.39
Option/Short Yes / Yes LT Debt/Eq 1.32 EPS Q/Q 29.55% Payout 36.43% Rel Volume 0.25 Prev Close 26.70
Sales Surprise 4.15% EPS Surprise 28.66% Sales Q/Q 8.96% Earnings Mar 20 AMC Avg Volume 1.43M Price 26.58
SMA20 1.99% SMA50 3.16% SMA200 21.85% Trades
Volume 136,610 Change -0.45%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-21-24 Reiterated Telsey Advisory Group
Market Perform
$23 → $30
Jan-04-24 Downgrade Jefferies
Buy → Hold
$25 → $24
Sep-12-23 Initiated B. Riley Securities
Buy
$31
Jun-16-23 Initiated UBS
Neutral
$22
Nov-30-21 Resumed Jefferies
Buy
$46
May-28-21 Reiterated Telsey Advisory Group
Market Perform
$27 → $33
Mar-26-21 Reiterated Telsey Advisory Group
Market Perform
$18 → $24
Jun-08-20 Reiterated Telsey Advisory Group
Market Perform
$7 → $14
Mar-24-20 Downgrade Cowen
Outperform → Market Perform
$8
Mar-19-20 Reiterated Telsey Advisory Group
Market Perform
$24 → $7
Dec-17-19 Upgrade Cowen
Market Perform → Outperform
$19 → $26
Apr-23-19 Reiterated Telsey Advisory Group
Market Perform
$22 → $19
Feb-07-19 Upgrade Jefferies
Hold → Buy
$24
Aug-30-18 Reiterated Telsey Advisory Group
Market Perform
$26 → $28
May-31-18 Reiterated Telsey Advisory Group
Market Perform
$25 → $26
Mar-22-18 Reiterated Telsey Advisory Group
Market Perform
$17 → $18
Feb-26-18 Upgrade B. Riley FBR, Inc.
Neutral → Buy
Dec-22-17 Resumed B. Riley FBR, Inc.
Neutral
Aug-24-17 Reiterated Telsey Advisory Group
Market Perform
$12 → $15
Aug-24-17 Reiterated Jefferies
Hold
$11 → $13
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May-26-23 08:30AM
May-25-23 11:29AM
Guess?, Inc. engages in designing, marketing, distributing and licensing contemporary apparel and accessories for men, women and children that reflect the American lifestyle and European fashion sensibilities. It operates through the following segments: Americas Retail, Americas Wholesale, Europe, Asia, and Licensing. The Americas Retail segment includes the company's retail and e-Commerce operations in North and Central America and its retail operations in South America. The Americas Wholesale segment consists of the company's wholesale operations in the Americas. The Europe segment consists of the company's retail, e-commerce and wholesale operations in Europe and the Middle East. The Asia segment refers to the company's retail, e-commerce and wholesale operations in Asia and the Pacific. The Licensing segment includes the worldwide licensing operations.. The company was founded by Paul Marciano and Maurice Marciano in 1981 and is headquartered in Los Angeles, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ALBERINI CARLOS CEO and Director Apr 08 '24 Sale 30.53 138,203 4,219,338 1,131,575 Apr 09 06:44 PM ALBERINI CARLOS CEO and Director Apr 05 '24 Sale 30.32 211,797 6,421,685 1,269,778 Apr 09 06:44 PM MARCIANO MAURICE 10% Owner Dec 21 '23 Sale 23.55 600,000 14,131,440 1,200,000 Dec 26 09:03 PM MARCIANO PAUL Chief Creative Officer Dec 21 '23 Sale 23.55 300,000 7,065,540 4,325,109 Dec 26 09:04 PM MARCIANO PAUL Chief Creative Officer Dec 04 '23 Sale 22.52 150,000 3,377,895 1,081,700 Dec 05 05:03 PM MARCIANO PAUL Chief Creative Officer Dec 01 '23 Sale 22.71 150,000 3,406,200 1,231,700 Dec 05 05:03 PM Weinswig Deborah Director Sep 08 '23 Sale 23.03 6,896 158,813 19,173 Sep 12 05:04 PM Weinswig Deborah Director Jun 07 '23 Sale 20.67 20,000 413,466 26,069 Jun 09 04:57 PM
Index S&P 500 P/E 41.04 EPS (ttm) 7.19 Insider Own 18.30% Shs Outstand 312.25M Perf Week 15.55%
Market Cap 92.48B Forward P/E 33.26 EPS next Y 8.87 Insider Trans -1.55% Shs Float 256.23M Perf Month 0.05%
Income 2.29B PEG 2.12 EPS next Q 1.92 Inst Own 68.98% Short Float 1.09% Perf Quarter 10.42%
Sales 6.08B P/S 15.21 EPS this Y 12.76% Inst Trans 1.40% Short Ratio 1.02 Perf Half Y 38.57%
Book/sh 23.12 P/B 12.75 EPS next Y 13.31% ROA 25.30% Short Interest 2.79M Perf Year 113.58%
Cash/sh 17.38 P/C 16.97 EPS next 5Y 19.40% ROE 34.70% 52W Range 133.42 - 307.74 Perf YTD 25.21%
Dividend Est. - P/FCF 43.31 EPS past 5Y 45.36% ROI 31.51% 52W High -4.18% Beta 1.06
Dividend TTM - Quick Ratio 3.87 Sales past 5Y 23.55% Gross Margin 62.90% 52W Low 121.02% ATR (14) 10.86
Dividend Ex-Date - Current Ratio 5.01 EPS Y/Y TTM 52.73% Oper. Margin 38.52% RSI (14) 62.95 Volatility 2.80% 3.57%
Employees 4023 Debt/Eq 0.01 Sales Y/Y TTM 25.22% Profit Margin 37.64% Recom 1.85 Target Price 316.11
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 43.88% Payout 0.00% Rel Volume 4.15 Prev Close 273.99
Sales Surprise 1.30% EPS Surprise 14.49% Sales Q/Q 16.28% Earnings May 07 AMC Avg Volume 2.74M Price 294.89
SMA20 11.49% SMA50 5.76% SMA200 28.32% Trades
Volume 4,409,458 Change 7.63%
Date
Action
Analyst
Rating Change
Price Target Change
May-03-24 Upgrade Jefferies
Hold → Buy
$240 → $320
Apr-12-24 Downgrade Rosenblatt
Buy → Sell
$210
Jan-08-24 Upgrade Melius
Hold → Buy
Dec-14-23 Reiterated Citigroup
Buy
$220 → $300
Oct-31-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$185 → $220
Oct-11-23 Downgrade Piper Sandler
Overweight → Neutral
$190
Aug-31-23 Upgrade Citigroup
Neutral → Buy
$177 → $220
Jul-20-23 Initiated Exane BNP Paribas
Outperform
$210
Jun-30-23 Initiated Citigroup
Neutral
$160
Mar-07-23 Initiated Goldman
Buy
Nov-04-22 Upgrade Piper Sandler
Neutral → Overweight
$126 → $164
Nov-01-22 Upgrade BofA Securities
Underperform → Buy
$105 → $150
Oct-25-22 Downgrade Credit Suisse
Outperform → Neutral
$185 → $110
Sep-21-22 Upgrade Barclays
Equal Weight → Overweight
$131
Aug-24-22 Initiated Deutsche Bank
Hold
$135
Jul-20-22 Downgrade BofA Securities
Buy → Underperform
$140 → $105
Jul-19-22 Upgrade Needham
Hold → Buy
$128
Jul-13-22 Initiated Rosenblatt
Buy
$140
Mar-10-22 Upgrade Wells Fargo
Equal Weight → Overweight
$142 → $160
Feb-15-22 Reiterated Wells Fargo
Equal Weight
$122.50 → $142
Show Previous Ratings
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Arista Networks, Inc. engages in the business of developing, marketing, and selling cloud networking solutions. The firm is also involved in switching and routing platforms and related network applications. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Ullal Jayshree President and CEO May 02 '24 Option Exercise 58.57 1,500 87,860 19,181 May 06 06:24 PM McCool John F Chief Platform Officer May 02 '24 Option Exercise 57.89 584 33,805 584 May 06 06:24 PM Ullal Jayshree President and CEO May 02 '24 Sale 258.77 1,500 388,156 17,681 May 06 06:24 PM McCool John F Chief Platform Officer May 02 '24 Sale 258.27 584 150,830 0 May 06 06:24 PM Taxay Marc SVP and General Counsel May 01 '24 Option Exercise 59.28 1,044 61,891 1,044 May 03 07:11 PM McCool John F Chief Platform Officer May 01 '24 Option Exercise 61.05 416 25,397 416 May 03 07:11 PM Giancarlo Charles H Director May 01 '24 Sale 255.83 2,000 511,669 56,946 May 03 07:11 PM Taxay Marc SVP and General Counsel May 01 '24 Sale 254.54 1,044 265,740 0 May 03 07:11 PM McCool John F Chief Platform Officer May 01 '24 Sale 254.54 416 105,889 0 May 03 07:11 PM Duda Kenneth CTO and SVP Software Eng. Apr 10 '24 Option Exercise 17.09 20,000 341,700 23,244 Apr 12 06:57 PM Duda Kenneth CTO and SVP Software Eng. Apr 10 '24 Sale 290.05 20,000 5,800,910 3,244 Apr 12 06:57 PM Duda Kenneth CTO and SVP Software Eng. Apr 10 '24 Sale 290.05 16,000 4,640,725 243,268 Apr 12 06:57 PM Ullal Jayshree President and CEO Apr 09 '24 Sale 299.99 4,042 1,212,560 1,628,532 Apr 11 07:21 PM McCool John F Chief Platform Officer Apr 04 '24 Option Exercise 56.59 416 23,539 416 Apr 08 07:15 PM Ullal Jayshree President and CEO Apr 04 '24 Sale 300.96 24,000 7,223,040 1,629,300 Apr 08 07:15 PM McCool John F Chief Platform Officer Apr 04 '24 Sale 300.96 416 125,199 0 Apr 08 07:15 PM Ullal Jayshree President and CEO Apr 03 '24 Sale 291.12 24,000 6,986,880 1,633,800 Apr 05 07:05 PM Ullal Jayshree President and CEO Apr 02 '24 Option Exercise 58.56 1,500 87,842 19,181 Apr 04 07:17 PM Ullal Jayshree President and CEO Apr 02 '24 Sale 291.70 24,000 7,000,800 1,638,300 Apr 04 07:17 PM Ullal Jayshree President and CEO Apr 02 '24 Sale 288.60 1,500 432,905 17,681 Apr 04 07:17 PM Taxay Marc SVP and General Counsel Apr 01 '24 Option Exercise 59.28 1,040 61,647 1,040 Apr 03 07:16 PM McCool John F Chief Platform Officer Apr 01 '24 Option Exercise 61.07 580 35,418 580 Apr 03 07:16 PM Ullal Jayshree President and CEO Apr 01 '24 Sale 292.28 24,000 7,014,720 1,642,800 Apr 03 07:16 PM Giancarlo Charles H Director Apr 01 '24 Sale 296.26 2,000 592,514 58,946 Apr 03 07:16 PM Taxay Marc SVP and General Counsel Apr 01 '24 Sale 292.28 1,040 303,971 0 Apr 03 07:16 PM McCool John F Chief Platform Officer Apr 01 '24 Sale 292.28 580 169,522 0 Apr 03 07:16 PM Ullal Jayshree President and CEO Mar 28 '24 Sale 288.51 23,000 6,635,730 1,647,300 Apr 01 06:33 PM Ullal Jayshree President and CEO Mar 27 '24 Sale 296.24 23,000 6,813,520 1,651,800 Mar 29 07:10 PM Ullal Jayshree President and CEO Mar 26 '24 Sale 298.97 23,000 6,876,310 1,656,300 Mar 28 07:08 PM Ullal Jayshree President and CEO Mar 25 '24 Sale 301.45 22,000 6,631,900 1,660,800 Mar 27 07:30 PM Ullal Jayshree President and CEO Mar 22 '24 Sale 303.00 22,000 6,666,000 1,665,300 Mar 26 05:35 PM Ullal Jayshree President and CEO Mar 21 '24 Sale 299.00 21,500 6,428,500 1,669,800 Mar 25 07:06 PM Ullal Jayshree President and CEO Mar 20 '24 Sale 289.06 21,000 6,070,260 1,674,300 Mar 22 06:34 PM Ullal Jayshree President and CEO Mar 19 '24 Sale 284.00 20,000 5,680,000 1,678,800 Mar 21 07:19 PM Ullal Jayshree President and CEO Mar 18 '24 Sale 282.41 20,000 5,648,200 1,683,300 Mar 20 07:07 PM Ullal Jayshree President and CEO Mar 15 '24 Option Exercise 58.57 3,000 175,720 105,099 Mar 19 07:08 PM Ullal Jayshree President and CEO Mar 15 '24 Sale 278.81 87,418 24,372,681 17,681 Mar 19 07:08 PM Ullal Jayshree President and CEO Mar 15 '24 Sale 279.66 18,400 5,145,744 1,687,800 Mar 19 07:08 PM Duda Kenneth CTO and SVP Software Eng. Mar 11 '24 Option Exercise 17.09 20,000 341,700 23,244 Mar 13 06:08 PM Duda Kenneth CTO and SVP Software Eng. Mar 11 '24 Sale 269.15 20,000 5,382,983 3,244 Mar 13 06:08 PM Duda Kenneth CTO and SVP Software Eng. Mar 11 '24 Sale 269.15 16,000 4,306,390 259,268 Mar 13 06:08 PM McCool John F Chief Platform Officer Mar 07 '24 Option Exercise 56.59 416 23,539 416 Mar 11 07:07 PM McCool John F Chief Platform Officer Mar 07 '24 Sale 285.52 416 118,776 0 Mar 11 07:07 PM Taxay Marc SVP and General Counsel Mar 01 '24 Option Exercise 59.28 1,040 61,647 11,650 Mar 05 06:07 PM McCool John F Chief Platform Officer Mar 01 '24 Option Exercise 61.07 584 35,663 584 Mar 05 06:07 PM Taxay Marc SVP and General Counsel Mar 01 '24 Sale 286.28 11,650 3,335,126 0 Mar 05 06:07 PM Giancarlo Charles H Director Mar 01 '24 Sale 286.52 2,000 573,040 60,946 Mar 05 06:06 PM McCool John F Chief Platform Officer Mar 01 '24 Sale 281.60 584 164,454 0 Mar 05 06:07 PM McCool John F Chief Platform Officer Feb 23 '24 Sale 269.53 1,792 482,998 0 Feb 27 07:09 PM McCool John F Chief Platform Officer Feb 22 '24 Sale 267.51 5,374 1,437,576 1,792 Feb 26 07:18 PM Wassenaar Yvonne Director Feb 21 '24 Sale 255.29 224 57,184 2,827 Feb 23 06:10 PM CHEW LEWIS Director Feb 20 '24 Option Exercise 0.00 373 0 5,620 Feb 22 07:38 PM Battles Kelly Bodnar Director Feb 20 '24 Option Exercise 0.00 373 0 2,926 Feb 22 07:38 PM Duda Kenneth CTO and SVP Software Eng. Feb 20 '24 Option Exercise 0.00 26,057 0 244,316 Feb 22 07:40 PM Wassenaar Yvonne Director Feb 20 '24 Option Exercise 0.00 373 0 3,051 Feb 22 07:40 PM TEMPLETON MARK B Director Feb 20 '24 Option Exercise 0.00 373 0 12,280 Feb 22 07:39 PM Scheinman Daniel Director Feb 20 '24 Option Exercise 0.00 373 0 38,360 Feb 22 07:39 PM Giancarlo Charles H Director Feb 20 '24 Option Exercise 0.00 373 0 53,692 Feb 22 07:39 PM Taxay Marc SVP and General Counsel Feb 20 '24 Option Exercise 0.00 20,880 0 20,880 Feb 22 07:41 PM Sadana Anshul SVP, Chief Operating Officer Feb 20 '24 Option Exercise 0.00 49,507 0 95,765 Feb 22 07:41 PM McCool John F Chief Platform Officer Feb 20 '24 Option Exercise 0.00 13,881 0 13,881 Feb 22 07:40 PM Ullal Jayshree President and CEO Feb 20 '24 Option Exercise 0.00 57,495 0 130,546 Feb 22 07:41 PM McCool John F Chief Platform Officer Feb 16 '24 Sale 264.81 72 19,066 0 Feb 21 06:11 PM Battles Kelly Bodnar Director Feb 13 '24 Sale 265.81 278 73,895 2,553 Feb 15 07:41 PM Duda Kenneth CTO and SVP Software Eng. Feb 12 '24 Option Exercise 17.09 20,000 341,700 23,244 Feb 14 08:33 PM Duda Kenneth CTO and SVP Software Eng. Feb 12 '24 Sale 284.31 20,000 5,686,180 3,244 Feb 14 08:33 PM Duda Kenneth CTO and SVP Software Eng. Feb 12 '24 Sale 284.27 19,500 5,543,212 198,600 Feb 14 08:33 PM McCool John F Chief Platform Officer Feb 07 '24 Option Exercise 56.59 420 23,766 420 Feb 09 07:05 PM McCool John F Chief Platform Officer Feb 07 '24 Sale 266.08 420 111,754 0 Feb 09 07:05 PM Taxay Marc SVP and General Counsel Feb 01 '24 Option Exercise 59.27 1,048 62,117 1,048 Feb 05 07:13 PM McCool John F Chief Platform Officer Feb 01 '24 Option Exercise 61.07 588 35,907 588 Feb 05 07:13 PM Giancarlo Charles H Director Feb 01 '24 Sale 262.41 2,000 524,821 62,946 Feb 05 07:13 PM Taxay Marc SVP and General Counsel Feb 01 '24 Sale 262.00 1,048 274,576 0 Feb 05 07:13 PM McCool John F Chief Platform Officer Feb 01 '24 Sale 262.00 588 154,056 0 Feb 05 07:13 PM Ullal Jayshree President and CEO Jan 29 '24 Sale 268.29 980 262,920 73,051 Jan 31 07:07 PM Ullal Jayshree President and CEO Jan 25 '24 Sale 268.15 733 196,556 74,031 Jan 29 07:25 PM Ullal Jayshree President and CEO Jan 22 '24 Sale 267.67 24,000 6,424,080 1,692,000 Jan 24 07:41 PM Ullal Jayshree President and CEO Jan 22 '24 Sale 267.39 8,002 2,139,693 74,764 Jan 24 07:41 PM Wassenaar Yvonne Director Jan 19 '24 Sale 261.41 186 48,623 2,678 Jan 23 07:19 PM Ullal Jayshree President and CEO Jan 18 '24 Sale 257.77 23,000 5,928,710 1,696,500 Jan 22 05:09 PM Ullal Jayshree President and CEO Jan 18 '24 Sale 257.60 18,621 4,796,777 82,766 Jan 22 05:09 PM Duda Kenneth CTO and SVP Software Eng. Jan 10 '24 Option Exercise 17.09 20,000 341,700 23,244 Jan 12 08:00 PM Duda Kenneth CTO and SVP Software Eng. Jan 10 '24 Sale 249.00 20,000 4,979,949 3,244 Jan 12 08:00 PM Duda Kenneth CTO and SVP Software Eng. Jan 10 '24 Sale 248.99 19,500 4,855,323 202,100 Jan 12 08:00 PM Ullal Jayshree President and CEO Jan 10 '24 Sale 249.02 1,851 460,941 101,387 Jan 12 08:00 PM Ullal Jayshree President and CEO Jan 09 '24 Sale 247.46 23,000 5,691,527 1,701,000 Jan 11 06:26 PM Ullal Jayshree President and CEO Jan 09 '24 Sale 247.46 670 165,797 103,238 Jan 11 06:26 PM McCool John F Chief Platform Officer Jan 03 '24 Option Exercise 57.86 580 33,561 580 Jan 05 06:35 PM McCool John F Chief Platform Officer Jan 03 '24 Sale 229.64 580 133,191 0 Jan 05 06:35 PM Taxay Marc SVP and General Counsel Jan 02 '24 Option Exercise 59.28 1,040 61,647 1,040 Jan 04 07:07 PM McCool John F Chief Platform Officer Jan 02 '24 Option Exercise 61.05 416 25,397 416 Jan 04 07:07 PM Giancarlo Charles H Director Jan 02 '24 Sale 230.28 2,000 460,566 64,946 Jan 04 07:07 PM Taxay Marc SVP and General Counsel Jan 02 '24 Sale 234.00 1,040 243,360 0 Jan 04 07:07 PM McCool John F Chief Platform Officer Jan 02 '24 Sale 234.00 416 97,344 0 Jan 04 07:07 PM Ullal Jayshree President and CEO Dec 15 '23 Sale 237.17 23,000 5,454,910 1,705,500 Dec 19 05:52 PM Wassenaar Yvonne Director Dec 15 '23 Sale 234.23 186 43,567 2,864 Dec 19 05:53 PM Ullal Jayshree President and CEO Dec 13 '23 Sale 231.11 22,000 5,084,420 1,710,000 Dec 15 06:56 PM Duda Kenneth CTO and SVP Software Eng. Dec 12 '23 Option Exercise 7.67 20,000 153,350 23,244 Dec 14 06:42 PM Duda Kenneth CTO and SVP Software Eng. Dec 12 '23 Sale 229.30 20,000 4,586,012 3,244 Dec 14 06:42 PM Duda Kenneth CTO and SVP Software Eng. Dec 12 '23 Sale 229.30 16,000 3,668,811 307,268 Dec 14 06:42 PM
Index - P/E 92.19 EPS (ttm) 0.77 Insider Own 12.04% Shs Outstand 555.31M Perf Week 6.79%
Market Cap 44.05B Forward P/E 16.36 EPS next Y 4.36 Insider Trans -0.01% Shs Float 542.73M Perf Month -10.75%
Income 498.62M PEG 1.56 EPS next Q 0.86 Inst Own 61.74% Short Float 2.32% Perf Quarter 4.50%
Sales 22.88B P/S 1.92 EPS this Y 88.99% Inst Trans -0.12% Short Ratio 1.23 Perf Half Y 44.15%
Book/sh 30.74 P/B 2.32 EPS next Y 28.28% ROA 1.49% Short Interest 12.59M Perf Year 21.40%
Cash/sh 11.32 P/C 6.30 EPS next 5Y 59.20% ROE 2.74% 52W Range 38.85 - 87.52 Perf YTD -7.72%
Dividend Est. - P/FCF 303.64 EPS past 5Y - ROI 2.23% 52W High -18.44% Beta 2.58
Dividend TTM - Quick Ratio 1.63 Sales past 5Y 50.93% Gross Margin 33.43% 52W Low 83.74% ATR (14) 3.43
Dividend Ex-Date - Current Ratio 1.64 EPS Y/Y TTM 234.20% Oper. Margin 4.77% RSI (14) 45.46 Volatility 5.94% 4.13%
Employees 12985 Debt/Eq 0.23 Sales Y/Y TTM 23.28% Profit Margin 2.18% Recom 1.74 Target Price 92.06
Option/Short Yes / Yes LT Debt/Eq 0.18 EPS Q/Q 2745.00% Payout 0.00% Rel Volume 0.61 Prev Close 71.60
Sales Surprise 2.20% EPS Surprise 17.99% Sales Q/Q 19.38% Earnings May 02 AMC Avg Volume 10.20M Price 71.38
SMA20 -2.64% SMA50 -7.72% SMA200 10.89% Trades
Volume 2,432,071 Change -0.31%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-10-24 Reiterated Mizuho
Buy
$99 → $106
Apr-04-24 Downgrade Morgan Stanley
Equal-Weight → Underweight
$62 → $60
Feb-23-24 Upgrade Wells Fargo
Equal Weight → Overweight
$95
Feb-23-24 Upgrade Seaport Research Partners
Neutral → Buy
$95
Feb-23-24 Upgrade CLSA
Outperform → Buy
Feb-23-24 Reiterated Monness Crespi & Hardt
Buy
$85 → $100
Feb-13-24 Initiated The Benchmark Company
Buy
$89
Jan-30-24 Upgrade Wedbush
Neutral → Outperform
$70 → $90
Jan-30-24 Upgrade BTIG Research
Neutral → Buy
$85
Jan-29-24 Reiterated Monness Crespi & Hardt
Buy
$75 → $85
Dec-05-23 Resumed BMO Capital Markets
Outperform
$84
Nov-15-23 Upgrade Daiwa Securities
Outperform → Buy
$71 → $77
Nov-06-23 Upgrade CLSA
Sell → Outperform
Oct-31-23 Initiated Wells Fargo
Equal Weight
$45
Oct-20-23 Resumed UBS
Buy
$70
Oct-13-23 Initiated HSBC Securities
Hold
$46
Oct-12-23 Initiated Seaport Research Partners
Neutral
Oct-06-23 Initiated TD Cowen
Outperform
$59
Oct-02-23 Initiated Monness Crespi & Hardt
Buy
$70
Sep-12-23 Initiated Berenberg
Buy
$75
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Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the Square and Cash App segments. The Square segment provides businesses the ability to accept card payments. The Cash App segment offers an ecosystem of financial products and services to help consumers manage their money. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Grassadonia Brian Cash App Lead May 01 '24 Sale 67.56 113,668 7,679,144 603,861 May 03 04:58 PM Grassadonia Brian Cash App Lead Apr 03 '24 Sale 78.41 4,514 353,943 477,290 Apr 03 07:13 PM Ahuja Amrita CFO & COO Apr 03 '24 Sale 78.41 3,791 297,252 189,401 Apr 04 05:20 PM Ahuja Amrita CFO & COO Apr 02 '24 Sale 78.84 4,170 328,763 193,192 Apr 04 05:20 PM Grassadonia Brian Cash App Lead Apr 02 '24 Sale 78.84 3,841 302,824 481,804 Apr 03 07:13 PM Esperanza Chrysty Counsel Lead Apr 02 '24 Sale 78.84 1,120 88,301 60,693 Apr 04 05:16 PM Dale Ajmere Chief Accounting Officer Apr 02 '24 Sale 78.84 892 70,325 67,431 Apr 03 05:42 PM Grassadonia Brian Cash App Lead Apr 01 '24 Sale 82.73 111,666 9,237,703 485,645 Apr 03 07:13 PM Dale Ajmere Chief Accounting Officer Apr 01 '24 Sale 84.75 500 42,375 68,323 Apr 03 05:42 PM Esperanza Chrysty Counsel Lead Mar 13 '24 Sale 85.00 14,415 1,225,275 61,813 Mar 15 04:57 PM Grassadonia Brian Cash App Lead Mar 04 '24 Sale 78.17 111,914 8,748,317 443,979 Mar 06 06:04 PM Ahuja Amrita CFO & COO Feb 22 '24 Sale 65.99 4,129 272,473 197,625 Feb 23 05:08 PM Grassadonia Brian Cash App Lead Feb 21 '24 Sale 64.31 2,663 171,258 402,561 Feb 22 07:06 PM Ahuja Amrita CFO & COO Feb 21 '24 Sale 64.30 2,581 165,958 201,754 Feb 23 05:08 PM Dale Ajmere Chief Accounting Officer Feb 21 '24 Sale 64.30 656 42,181 68,823 Feb 23 05:09 PM Esperanza Chrysty Counsel Lead Feb 21 '24 Sale 64.30 631 40,573 61,813 Feb 23 05:11 PM Grassadonia Brian Cash App Lead Feb 20 '24 Sale 65.45 127,800 8,364,510 405,224 Feb 22 07:06 PM Grassadonia Brian Cash App Lead Jan 04 '24 Sale 68.00 5,652 384,336 280,208 Jan 04 06:08 PM Ahuja Amrita CFO & COO Jan 03 '24 Sale 69.57 4,865 338,468 204,335 Jan 04 06:00 PM Grassadonia Brian Cash App Lead Jan 02 '24 Sale 74.51 4,831 359,941 285,860 Jan 04 06:08 PM Ahuja Amrita CFO & COO Jan 02 '24 Sale 73.77 3,097 228,466 209,200 Jan 04 06:00 PM Dale Ajmere Chief Accounting Officer Jan 02 '24 Sale 74.32 1,525 113,340 69,479 Jan 04 06:02 PM Esperanza Chrysty Counsel Lead Jan 02 '24 Sale 73.78 918 67,730 62,444 Jan 04 06:03 PM Ahuja Amrita CFO & COO Dec 20 '23 Sale 77.81 3,787 294,666 212,297 Dec 22 07:53 PM Dale Ajmere Chief Accounting Officer Dec 14 '23 Sale 75.00 500 37,500 71,004 Dec 18 04:57 PM Ahuja Amrita CFO & COO Nov 28 '23 Sale 63.90 3,931 251,191 216,084 Nov 28 07:20 PM Ahuja Amrita CFO & COO Nov 24 '23 Sale 60.00 3,340 200,400 220,015 Nov 28 07:20 PM Ahuja Amrita CFO & COO Nov 21 '23 Sale 58.51 3,370 197,179 223,355 Nov 22 05:01 PM Grassadonia Brian Cash App Lead Nov 21 '23 Sale 58.51 2,639 154,408 290,691 Nov 22 05:05 PM Esperanza Chrysty Counsel Lead Nov 21 '23 Sale 58.51 756 44,234 63,362 Nov 22 05:04 PM Dale Ajmere Chief Accounting Officer Nov 21 '23 Sale 58.51 630 36,861 71,504 Nov 22 05:02 PM BOTHA ROELOF Director Nov 13 '23 Buy 50.97 23,433 1,194,485 540,646 Nov 13 05:41 PM BOTHA ROELOF Director Nov 10 '23 Buy 50.99 15,262 778,238 517,213 Nov 13 05:41 PM BOTHA ROELOF Director Nov 09 '23 Buy 51.00 6,412 326,992 501,951 Nov 13 05:41 PM BOTHA ROELOF Director Nov 08 '23 Buy 50.88 495,539 25,215,403 495,539 Nov 13 05:41 PM Grassadonia Brian Cash App Lead Oct 04 '23 Sale 42.00 4,584 192,528 293,330 Oct 04 07:21 PM Grassadonia Brian Cash App Lead Oct 02 '23 Sale 44.29 5,438 240,843 297,914 Oct 04 07:21 PM Henry Alyssa Square Lead Oct 02 '23 Sale 44.16 4,196 185,295 475,512 Oct 04 06:29 PM Ahuja Amrita CFO & COO Oct 02 '23 Sale 44.16 3,998 176,552 226,725 Oct 04 06:26 PM Dale Ajmere Chief Accounting Officer Oct 02 '23 Sale 44.16 847 37,404 72,134 Oct 04 06:27 PM Esperanza Chrysty Counsel Lead Oct 02 '23 Sale 44.16 748 33,032 64,118 Oct 04 06:28 PM Ahuja Amrita CFO & COO Aug 21 '23 Sale 56.49 3,369 190,315 230,723 Aug 23 06:39 PM Grassadonia Brian Cash App Lead Aug 21 '23 Sale 56.49 2,638 149,021 303,352 Aug 23 06:54 PM Henry Alyssa Square Lead Aug 21 '23 Sale 56.49 2,357 133,147 479,708 Aug 23 06:57 PM Dale Ajmere Chief Accounting Officer Aug 21 '23 Sale 56.49 629 35,532 72,981 Aug 23 06:47 PM Esperanza Chrysty Counsel Lead Aug 21 '23 Sale 56.49 606 34,233 64,866 Aug 23 06:51 PM Summers Lawrence Henry Director Jul 31 '23 Sale 80.46 3,669 295,200 18,611 Aug 02 05:14 PM Esperanza Chrysty Counsel Lead Jul 19 '23 Sale 80.00 2,500 200,000 65,472 Jul 21 05:10 PM Esperanza Chrysty Counsel Lead Jul 11 '23 Sale 70.00 3,150 220,500 67,972 Jul 13 05:56 PM Grassadonia Brian Cash App Lead Jul 06 '23 Sale 67.00 4,580 306,860 305,990 Jul 10 05:01 PM Grassadonia Brian Cash App Lead Jul 03 '23 Sale 66.84 5,431 362,999 310,570 Jul 06 05:45 PM Henry Alyssa Square Lead Jul 03 '23 Sale 66.82 4,197 280,444 482,065 Jul 06 05:32 PM Ahuja Amrita CFO & COO Jul 03 '23 Sale 66.82 3,999 267,213 234,092 Jul 06 05:27 PM Dale Ajmere Chief Accounting Officer Jul 03 '23 Sale 66.82 848 56,663 73,610 Jul 06 05:29 PM Esperanza Chrysty Counsel Lead Jul 03 '23 Sale 66.82 748 49,981 67,972 Jul 06 05:30 PM Summers Lawrence Henry Director Jun 30 '23 Sale 66.09 3,668 242,415 22,280 Jul 05 05:00 PM Summers Lawrence Henry Director May 30 '23 Sale 58.66 3,668 215,170 22,133 Jun 01 05:21 PM Ahuja Amrita CFO & COO May 22 '23 Sale 59.61 3,369 200,826 238,091 May 24 05:02 PM Grassadonia Brian Cash App Lead May 22 '23 Sale 59.61 2,650 157,966 316,001 May 24 05:05 PM Henry Alyssa Square Lead May 22 '23 Sale 59.61 2,357 140,501 486,262 May 24 05:05 PM Dale Ajmere Chief Accounting Officer May 22 '23 Sale 59.61 629 37,495 74,458 May 24 05:02 PM Esperanza Chrysty Counsel Lead May 22 '23 Sale 59.61 606 36,124 68,720 May 24 05:04 PM
Index RUT P/E 8.38 EPS (ttm) 7.00 Insider Own 2.76% Shs Outstand 106.92M Perf Week 4.56%
Market Cap 6.20B Forward P/E 6.78 EPS next Y 8.65 Insider Trans -26.53% Shs Float 102.84M Perf Month -0.68%
Income 768.15M PEG - EPS next Q 1.90 Inst Own 97.93% Short Float 2.59% Perf Quarter 10.93%
Sales 7.46B P/S 0.83 EPS this Y 13.30% Inst Trans -3.16% Short Ratio 3.35 Perf Half Y 36.93%
Book/sh 50.99 P/B 1.15 EPS next Y 9.39% ROA 8.89% Short Interest 2.66M Perf Year 35.41%
Cash/sh 5.27 P/C 11.12 EPS next 5Y -6.80% ROE 15.01% 52W Range 37.23 - 62.64 Perf YTD 9.87%
Dividend Est. - P/FCF 20.68 EPS past 5Y 30.73% ROI 10.13% 52W High -6.42% Beta 1.95
Dividend TTM - Quick Ratio 0.83 Sales past 5Y 12.72% Gross Margin 24.15% 52W Low 57.45% ATR (14) 1.63
Dividend Ex-Date - Current Ratio 6.13 EPS Y/Y TTM -25.29% Oper. Margin 14.63% RSI (14) 57.24 Volatility 2.72% 2.65%
Employees 2800 Debt/Eq 0.40 Sales Y/Y TTM -8.89% Profit Margin 10.30% Recom 2.56 Target Price 65.98
Option/Short Yes / Yes LT Debt/Eq 0.40 EPS Q/Q 0.96% Payout 0.00% Rel Volume 0.29 Prev Close 59.02
Sales Surprise 2.32% EPS Surprise 8.73% Sales Q/Q 2.28% Earnings Apr 30 BMO Avg Volume 793.69K Price 58.62
SMA20 4.20% SMA50 1.76% SMA200 17.37% Trades
Volume 89,886 Change -0.68%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-22-24 Downgrade Seaport Research Partners
Buy → Neutral
Jan-12-24 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$43 → $57
Dec-18-23 Downgrade Wedbush
Outperform → Neutral
$52
Dec-08-23 Upgrade Deutsche Bank
Hold → Buy
$50 → $57
Nov-02-23 Upgrade Seaport Research Partners
Neutral → Buy
$50
Jun-14-23 Initiated Seaport Research Partners
Neutral
Jun-01-23 Initiated Deutsche Bank
Hold
$50
Oct-27-22 Downgrade BTIG Research
Buy → Neutral
Jul-28-22 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$28 → $29
Jul-11-22 Upgrade Credit Suisse
Neutral → Outperform
$33
Jun-22-22 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$32 → $28
Jun-16-22 Downgrade B. Riley Securities
Buy → Neutral
$36 → $28
Apr-05-22 Initiated Credit Suisse
Neutral
$32
Mar-31-22 Downgrade Barclays
Overweight → Equal Weight
$41 → $33
Apr-16-21 Initiated Wells Fargo
Equal Weight
$34
Mar-16-21 Initiated Wolfe Research
Peer Perform
Feb-22-21 Initiated KeyBanc Capital Markets
Sector Weight
Jan-22-21 Initiated Janney
Neutral
Jan-08-21 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$31 → $27
Dec-18-20 Upgrade Barclays
Equal Weight → Overweight
$27 → $35
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Taylor Morrison Home Corp. engages in the business of residential homebuilding and the development of lifestyle communities. It operates through the following segments: East, Central, West, and Financial Services. The East segment includes operations in Atlanta, Charlotte, Chicago, Orlando, Raleigh, Southwest Florida, and Tampa regions. The Central segment consists of Austin, Dallas, Denver, and Houston. The West segment covers Bay Area, Phoenix, Sacramento, and Southern California. The Financial Services segment provides a number of finance-related services through mortgage lending operations. The company was founded on November 15, 2012 and is headquartered in Scottsdale, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
LYON WILLIAM H Director Mar 28 '24 Sale 62.32 153,000 9,535,590 40,570 Mar 29 07:35 PM LYON WILLIAM H Director Mar 22 '24 Sale 60.33 164,000 9,894,120 43,570 Mar 25 04:18 PM Palmer Sheryl Chairman, President and CEO Mar 15 '24 Sale 56.61 100,000 5,661,000 119,211 Mar 19 04:03 PM LYON WILLIAM H Director Mar 07 '24 Sale 58.16 46,668 2,714,211 2,577,316 Mar 07 08:37 PM LYON WILLIAM H Director Mar 05 '24 Sale 58.12 40,122 2,331,891 2,623,984 Mar 05 09:07 PM LYON WILLIAM H Director Mar 04 '24 Sale 58.33 77,210 4,503,723 57,570 Mar 05 09:07 PM VANHYFTE CURTIS CFO Mar 04 '24 Sale 57.89 7,765 449,516 0 Mar 05 09:06 PM VANHYFTE CURTIS CFO Mar 01 '24 Sale 57.70 9,874 569,730 7,765 Mar 05 09:06 PM Terracciano Joseph Chief Accounting Officer Feb 29 '24 Sale 56.52 1,582 89,415 0 Mar 04 04:05 PM Terracciano Joseph Chief Accounting Officer Feb 23 '24 Sale 55.87 724 40,450 0 Feb 26 06:02 PM LYON WILLIAM H Director Feb 15 '24 Sale 56.68 109,704 6,218,023 2,727,316 Feb 16 06:02 PM LYON WILLIAM H Director Feb 14 '24 Sale 56.01 20,896 1,170,385 2,837,020 Feb 16 06:02 PM LYON WILLIAM H Director Feb 12 '24 Sale 56.04 33,400 1,871,596 71,570 Feb 13 06:46 PM LYON WILLIAM H Director Dec 27 '23 Sale 54.07 17,984 972,395 2,877,316 Dec 28 04:03 PM LYON WILLIAM H Director Dec 26 '23 Sale 54.10 139,661 7,555,758 85,570 Dec 27 04:02 PM LYON WILLIAM H Director Dec 22 '23 Sale 54.00 97 5,238 95,366 Dec 27 04:02 PM LYON WILLIAM H Director Dec 21 '23 Sale 54.16 100 5,416 3,025,230 Dec 22 05:27 PM LYON WILLIAM H Director Dec 20 '23 Sale 54.01 2,285 123,412 0 Dec 22 05:27 PM LYON WILLIAM H Director Dec 14 '23 Sale 52.17 129,002 6,730,065 127 Dec 18 04:01 PM Palmer Sheryl Chairman, President and CEO Sep 12 '23 Option Exercise 20.19 112,500 2,270,835 472,586 Sep 13 04:02 PM Palmer Sheryl Chairman, President and CEO Sep 12 '23 Sale 46.01 112,500 5,176,125 399,942 Sep 13 04:02 PM LYON WILLIAM H Director Jul 20 '23 Sale 52.06 600 31,236 3,143,260 Jul 21 05:45 PM LYON WILLIAM H Director Jul 18 '23 Sale 52.00 36,398 1,892,696 7,427 Jul 19 06:10 PM LYON WILLIAM H Director Jul 12 '23 Sale 50.09 112,000 5,609,530 8,127 Jul 14 04:04 PM LYON WILLIAM H Director Jul 03 '23 Sale 49.03 2,000 98,060 108,570 Jul 05 04:04 PM LYON WILLIAM H Director Jun 28 '23 Sale 48.13 74,896 3,604,744 3,277,316 Jun 29 04:03 PM LYON WILLIAM H Director Jun 27 '23 Sale 48.05 31,168 1,497,695 15,127 Jun 28 04:03 PM MARIUCCI ANNE L Director Jun 15 '23 Option Exercise 25.10 9,960 249,996 55,076 Jun 16 03:45 PM Palmer Sheryl Chairman, President and CEO Jun 13 '23 Option Exercise 23.77 112,500 2,674,217 510,916 Jun 14 07:24 PM Palmer Sheryl Chairman, President and CEO Jun 13 '23 Sale 47.46 112,500 5,339,250 399,942 Jun 14 07:24 PM LYON WILLIAM H Director Jun 13 '23 Sale 48.04 936 44,965 19,827 Jun 14 07:24 PM LYON WILLIAM H Director Jun 07 '23 Sale 47.01 2,000 94,020 112,570 Jun 07 05:31 PM LYON WILLIAM H Director Jun 06 '23 Sale 46.19 105,000 4,850,050 20,127 Jun 07 05:31 PM Sherman Darrell EVP, CLO & Secretary May 18 '23 Option Exercise 23.84 6,561 156,414 126,140 May 18 05:02 PM LYON WILLIAM H Director May 18 '23 Sale 45.03 8,000 360,240 3,477,316 May 19 04:31 PM Sherman Darrell EVP, CLO & Secretary May 18 '23 Sale 45.00 6,561 295,245 119,579 May 18 05:02 PM Sherman Darrell EVP, CLO & Secretary May 17 '23 Option Exercise 18.74 14,595 273,510 134,174 May 18 05:02 PM Sherman Darrell EVP, CLO & Secretary May 17 '23 Sale 44.50 14,595 649,478 119,579 May 18 05:02 PM LYON WILLIAM H Director May 16 '23 Sale 44.07 153,615 6,769,937 3,485,316 May 17 05:51 PM LYON WILLIAM H Director May 12 '23 Sale 44.04 51,679 2,275,883 23,127 May 15 05:15 PM LYON WILLIAM H Director May 10 '23 Sale 44.00 1,126 49,544 26,727 May 11 05:56 PM LYON WILLIAM H Director May 09 '23 Sale 44.00 5,580 245,533 26,827 May 10 04:22 PM
Index DJIA, S&P 500 P/E 19.31 EPS (ttm) 12.14 Insider Own 0.13% Shs Outstand 723.00M Perf Week 1.32%
Market Cap 168.68B Forward P/E 15.75 EPS next Y 14.89 Insider Trans -36.57% Shs Float 718.40M Perf Month 6.67%
Income 8.87B PEG 1.32 EPS next Q 3.26 Inst Own 87.70% Short Float 0.89% Perf Quarter 12.16%
Sales 69.47B P/S 2.43 EPS this Y 15.71% Inst Trans -0.49% Short Ratio 2.10 Perf Half Y 53.28%
Book/sh 40.01 P/B 5.86 EPS next Y 14.78% ROA 3.53% Short Interest 6.38M Perf Year 53.23%
Cash/sh 75.37 P/C 3.11 EPS next 5Y 14.63% ROE 32.61% 52W Range 140.91 - 240.55 Perf YTD 25.18%
Dividend Est. 2.75 (1.17%) P/FCF 7.37 EPS past 5Y 7.25% ROI 11.43% 52W High -2.51% Beta 1.23
Dividend TTM 2.50 (1.07%) Quick Ratio - Sales past 5Y 10.54% Gross Margin 61.90% 52W Low 66.43% ATR (14) 4.04
Dividend Ex-Date Apr 04, 2024 Current Ratio - EPS Y/Y TTM 27.62% Oper. Margin 19.60% RSI (14) 58.97 Volatility 1.47% 2.00%
Employees 74600 Debt/Eq 1.76 Sales Y/Y TTM 17.17% Profit Margin 12.77% Recom 2.26 Target Price 234.15
Option/Short Yes / Yes LT Debt/Eq 1.70 EPS Q/Q 38.61% Payout 21.41% Rel Volume 0.45 Prev Close 234.66
Sales Surprise 0.05% EPS Surprise 12.71% Sales Q/Q 13.32% Earnings Apr 19 BMO Avg Volume 3.03M Price 234.51
SMA20 2.46% SMA50 4.17% SMA200 27.45% Trades
Volume 535,609 Change -0.06%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-09-24 Downgrade Barclays
Overweight → Equal Weight
$220 → $221
Apr-05-24 Upgrade Monness Crespi & Hardt
Neutral → Buy
$245
Feb-08-24 Downgrade Morgan Stanley
Overweight → Equal-Weight
$212 → $222
Jan-10-24 Initiated Deutsche Bank
Buy
$235
Jan-10-24 Downgrade BMO Capital Markets
Market Perform → Underperform
$157
Jan-08-24 Downgrade Robert W. Baird
Neutral → Underperform
$190
Jan-04-24 Upgrade JP Morgan
Neutral → Overweight
$167 → $205
Jan-04-24 Downgrade DZ Bank
Hold → Sell
Jan-02-24 Upgrade Stephens
Underweight → Equal-Weight
$148 → $193
Dec-20-23 Initiated Monness Crespi & Hardt
Neutral
Nov-15-23 Initiated Barclays
Overweight
$184
Nov-01-23 Initiated TD Cowen
Market Perform
$158
Oct-25-23 Upgrade Citigroup
Sell → Neutral
$143 → $154
Oct-24-23 Upgrade Piper Sandler
Underweight → Neutral
$150 → $151
Oct-13-23 Initiated HSBC Securities
Buy
$181
Sep-05-23 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$197 → $200
Jul-24-23 Downgrade Piper Sandler
Neutral → Underweight
$172 → $149
Jul-06-23 Downgrade Robert W. Baird
Outperform → Neutral
$185
May-25-23 Downgrade Redburn
Neutral → Sell
$125
Apr-04-23 Reiterated Oppenheimer
Outperform
$182 → $180
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American Express Co. is an integrated payments company, which engages in the provision of credit and charge cards to consumers, small businesses, mid-sized companies, and large corporations. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to consumers including travel and lifestyle services as well as banking and non-card financing products. The CS segment offers proprietary corporate and small business cards and provides services to businesses including payment and expense management, banking, and non-card financing products. The ICS segment focuses on providing services to international customers including travel and lifestyle services and managing certain international joint ventures and loyalty coalition businesses. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Lieberman Quinn Jessica EVP - Controller May 06 '24 Sale 232.36 3,141 729,770 258 May 07 05:46 PM Marrs Anna Group Pres., GCS and CFR May 03 '24 Option Exercise 153.35 2,240 343,504 23,524 May 07 04:03 PM Marrs Anna Group Pres., GCS and CFR May 03 '24 Sale 230.93 3,592 829,501 19,932 May 07 04:03 PM Buckminster Douglas E. Vice Chairman May 02 '24 Option Exercise 95.52 117,309 11,205,356 227,627 May 06 05:25 PM Buckminster Douglas E. Vice Chairman May 02 '24 Sale 232.44 117,309 27,266,830 110,318 May 06 05:25 PM Squeri Stephen J Chairman and CEO Apr 23 '24 Sale 238.63 38,873 9,276,392 76,310 Apr 25 03:57 PM Marquez Rafael President, International Card Feb 29 '24 Sale 219.08 7,900 1,730,732 13,524 Mar 04 04:05 PM Joabar Raymond Grp. Pres., GMNS Feb 20 '24 Sale 213.04 8,625 1,837,470 12,687 Feb 22 04:04 PM Seeger Laureen Chief Legal Officer Feb 12 '24 Option Exercise 124.79 61,611 7,688,223 141,932 Feb 14 04:47 PM Marrs Anna Group Pres., GCS and CFR Feb 12 '24 Option Exercise 116.26 25,039 2,911,034 56,180 Feb 14 04:41 PM Seeger Laureen Chief Legal Officer Feb 12 '24 Sale 212.98 84,420 17,979,772 57,512 Feb 14 04:47 PM Squeri Stephen J Chairman and CEO Feb 12 '24 Sale 213.02 69,356 14,774,445 122,158 Feb 14 04:44 PM Marrs Anna Group Pres., GCS and CFR Feb 12 '24 Sale 212.99 36,279 7,727,064 19,901 Feb 14 04:41 PM Herena Monique Chief Colleague Experience Off Feb 08 '24 Sale 208.41 11,242 2,342,945 13,874 Feb 12 04:40 PM Williams Anre D Group Pres., Enterprise Serv. Feb 01 '24 Sale 202.04 72,026 14,552,133 79,480 Feb 05 04:01 PM Pickett Denise Pres., GSG and TLS Jan 30 '24 Sale 203.96 46,934 9,572,659 12,704 Jan 31 06:47 PM Grosfield Howard President, U.S. Consumer Serv Jan 30 '24 Sale 203.65 7,029 1,431,456 12,388 Jan 31 03:51 PM Pickett Denise Pres., GSG and TLS Jan 29 '24 Option Exercise 0.00 37,106 0 59,638 Jan 31 06:47 PM CAMPBELL JEFFREY C Vice Chairman Nov 29 '23 Option Exercise 86.64 21,008 1,820,133 146,654 Nov 30 04:42 PM CAMPBELL JEFFREY C Vice Chairman Nov 29 '23 Sale 168.33 21,008 3,536,277 125,646 Nov 30 04:42 PM Buckminster Douglas E. Vice Chairman Nov 15 '23 Option Exercise 86.64 11,344 982,844 129,220 Nov 17 05:00 PM Buckminster Douglas E. Vice Chairman Nov 15 '23 Sale 158.87 11,344 1,802,221 88,376 Nov 17 05:00 PM Clayton Walter Joseph III Director Oct 24 '23 Buy 143.93 1,000 143,930 2,000 Oct 25 04:11 PM Herena Monique Chief Colleague Experience Off May 19 '23 Option Exercise 131.68 22,841 3,007,703 36,611 May 22 04:14 PM Herena Monique Chief Colleague Experience Off May 19 '23 Sale 152.84 22,841 3,491,018 13,770 May 22 04:14 PM
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