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WGS

GeneDx Holdings Corp

Sep 06 • 04:00PM ET

32.99

Dollar change +0.37
Percentage change 1.13	%

Healthcare • Health Information Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI IWM VXF IWN VTWO VFMO ITOT CPAI IWC AVSC

Index	RUT	P/E	-	EPS (ttm)	-4.50	Insider Own	31.03%	Shs Outstand	25.98M	Perf Week	1.57%
Market Cap	888.75M	Forward P/E	-	EPS next Y	-0.04	Insider Trans	-6.32%	Shs Float	18.58M	Perf Month	13.37%
Income	-117.47M	PEG	-	EPS next Q	-0.26	Inst Own	58.61%	Short Float	11.02%	Perf Quarter	25.77%
Sales	243.66M	P/S	3.65	EPS this Y	76.59%	Inst Trans	-11.56%	Short Ratio	4.89	Perf Half Y	301.83%
Book/sh	7.21	P/B	4.58	EPS next Y	96.55%	ROA	-27.15%	Short Interest	2.05M	Perf Year	648.07%
Cash/sh	3.97	P/C	8.32	EPS next 5Y	-	ROE	-47.93%	52W Range	1.16 - 37.45	Perf YTD	1099.64%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-38.26%	52W High	-11.91%	Beta	2.32
Dividend TTM	-	Quick Ratio	2.22	Sales past 5Y	5.08%	Gross Margin	47.32%	52W Low	2743.97%	ATR (14)	2.40
Dividend Ex-Date	-	Current Ratio	2.38	EPS Y/Y TTM	88.09%	Oper. Margin	-32.55%	RSI (14)	51.54	Volatility	7.63% 7.03%
Employees	1000	Debt/Eq	0.61	Sales Y/Y TTM	3.06%	Profit Margin	-48.21%	Recom	2.00	Target Price	40.83
Option/Short	Yes / Yes	LT Debt/Eq	0.58	EPS Q/Q	40.37%	Payout	-	Rel Volume	0.55	Prev Close	32.62
Sales Surprise	18.89%	EPS Surprise	70.10%	Sales Q/Q	44.77%	Earnings	Jul 30 AMC	Avg Volume	418.74K	Price	32.99
SMA20	-1.32%	SMA50	3.59%	SMA200	110.71%	Trades		Volume	231,635	Change	1.13%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-28-24	Initiated	Wells Fargo	Equal Weight	$34
Jul-10-24	Initiated	Craig Hallum	Buy	$43
Jun-03-24	Resumed	Jefferies	Hold	$21

Aug-12-24 04:05PM	GeneDx to Participate in Fall Investor Conferences (Business Wire)
Aug-09-24 04:05PM	GeneDx Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire)
Jul-30-24 08:57PM	WGS Stock Earnings: GeneDx Hldgs Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace) -10.57% +8.60%
04:05PM	GeneDx Reports Second Quarter 2024 Financial Results and Business Highlights (Business Wire)
04:05PM	GeneDx Announces Whole Genome Sequencing (WGS) Product Enhancements to Accelerate Diagnoses for More Patients (Business Wire)
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Jul-12-24 12:00PM	All You Need to Know About GENEDX HOLDINGS (WGS) Rating Upgrade to Strong Buy (Zacks)
Jul-11-24 04:05PM	GeneDx to Report Second Quarter 2024 Financial Results on Tuesday, July 30, 2024 (GlobeNewswire) +9.36%
Jul-06-24 07:00AM	7 Small-Cap Stocks With Massive Potential Returns (InvestorPlace)
Jun-10-24 08:30AM	GeneDx Announces Collaboration with Epic Aura to Expand Access to Rapid Whole Genome Sequencing (rWGS) Services to Inform Diagnosis in Affected Pediatric and Neonatal Patients (GlobeNewswire)
Jun-05-24 07:00AM	GeneDx Announces Patient Access Program to Expand Access to Exome Testing for Pediatric Epilepsy Patients (GlobeNewswire) +13.20%
May-22-24 04:05PM	GeneDx to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-16-24 02:20PM	Hedge Fund and Insider Trading News: Michael Burry, Leon Cooperman, Ray Dalio, Stanley Druckenmiller, Millennium Management, Paulson & Co, Rokos Capital Management, Humacyte Inc (HUMA), GeneDx Holdings Corp. (WGS), and More (Insider Monkey) +13.52%
Apr-30-24 07:31AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday (InvestorPlace) +55.18%
Apr-29-24 08:55PM	WGS Stock Earnings: GeneDx Hldgs Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:50PM	GeneDx Holdings Corp. (WGS) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
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04:05PM	GeneDx Reports First Quarter 2024 Financial Results and Business Highlights (GlobeNewswire)
Apr-23-24 08:30AM	GeneDx Announces Partnership with Komodo Health to Expand Access to World's Largest Rare Disease Dataset (GlobeNewswire) +15.50%
Apr-04-24 04:05PM	GeneDx to Report First Quarter 2024 Financial Results on Monday, April 29, 2024 (GlobeNewswire) +10.39%
Mar-21-24 09:55AM	Here's Why GENEDX HOLDINGS (WGS) Could be Great Choice for a Bottom Fisher (Zacks) +7.87%
Mar-14-24 08:30AM	GeneDx to Present Data at the 2024 American College of Medical Genetics (ACMG) Annual Meeting Demonstrating Clinical Superiority of its Exome, Paving the Way for the Future of Genomics (GlobeNewswire)
Feb-26-24 04:05PM	GeneDx to Participate in 44th Annual Cowen Health Care Conference (GlobeNewswire)
Feb-21-24 08:33AM	GeneDx Holdings Corp. (NASDAQ:WGS) Q4 2023 Earnings Call Transcript (Insider Monkey) +32.63%
Feb-20-24 04:26PM	GeneDx Reports Fourth Quarter and Full Year 2023 Financial Results and Issues Guidance for Full Year 2024 (GlobeNewswire)
Feb-01-24 04:30PM	GeneDx to Report Fourth Quarter 2023 Financial Results on Tuesday, February 20, 2024 (GlobeNewswire)
Jan-24-24 04:30PM	GeneDx Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) -10.98%
Jan-08-24 08:55AM	GeneDx Announces Preliminary 2023 Financial Results (GlobeNewswire) +40.36%
Dec-01-23 08:30AM	GeneDx Presents New Data at the American Epilepsy Society Annual Meeting Demonstrating That Exome Sequencing Outperforms Multi-Gene Panels for Patients with Epilepsy (GlobeNewswire)
Nov-28-23 04:05PM	GeneDx to Participate in 6th Annual Evercore ISI HealthCONx Conference (GlobeNewswire) +12.80%
Nov-20-23 04:05PM	GeneDx Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) -13.13%
Nov-10-23 09:55AM	Bears are Losing Control Over GeneDx Holdings Corp. (WGS), Here's Why It's a 'Buy' Now (Zacks) -13.61%
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Nov-05-23 12:10PM	GeneDx Holdings Corp. (NASDAQ:WGS) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-31-23 08:19AM	Q3 2023 GeneDx Holdings Corp Earnings Call (Thomson Reuters StreetEvents) -30.34%
Oct-30-23 06:02PM	GeneDx Holdings Corp (WGS) Reports Q3 2023 Financial Results (GuruFocus.com) -8.56%
04:05PM	GeneDx Reports Third Quarter 2023 Financial Results and Business Highlights (GlobeNewswire)
Oct-09-23 04:05PM	GeneDx to Report Third Quarter 2023 Financial Results on Monday, October 30, 2023 (GlobeNewswire)
Sep-22-23 04:05PM	GeneDx Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Sep-13-23 01:01PM	Insider Sell: CEO Katherine Stueland Sells 2,675 Shares of GeneDx Holdings Corp (GuruFocus.com) -5.03%
Sep-11-23 08:00AM	GeneDx Announces Evolution of Executive Leadership Team (GlobeNewswire)
Sep-06-23 08:00AM	GeneDx Announces Industry-Leading Accomplishment of 500,000 Clinical Exomes Sequenced (GlobeNewswire)
Aug-21-23 07:00AM	GeneDx Announces Data Demonstrating that Whole Exome and Genome Sequencing Report Fewer Variants of Uncertain Significance (VUS) than Multi-Gene Panel Testing Published in Genetics in Medicine (GlobeNewswire)
Aug-09-23 08:16AM	PacBio (PACB) Inks Research Collaboration for Genome Sequencing (Zacks) -12.63%
07:59AM	Q2 2023 GeneDx Holdings Corp Earnings Call (Thomson Reuters StreetEvents)
Aug-08-23 08:05PM	GeneDx Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
04:05PM	GeneDx Reports Second Quarter 2023 Financial Results and Business Highlights (GlobeNewswire)
Aug-07-23 08:00AM	PacBio and GeneDx Launch Research Collaboration with the University of Washington to Study Long-Read Whole Genome Sequencing for Increased Diagnostic Yield in Neonatal Care (GlobeNewswire) -6.30%
Jul-19-23 07:05AM	GeneDx and Prognos Health Announce Strategic Partnership to Help Rare Disease Patients More Rapidly Gain Access to Potential Treatment Options (GlobeNewswire) +6.48%
Jul-18-23 04:05PM	GeneDx to Report Second Quarter 2023 Financial Results on Tuesday, August 8, 2023 (GlobeNewswire)
Jun-28-23 07:00AM	GeneDx to Present New Data on Urine Mitochondrial DNA Testing at the 2023 United Mitochondrial Disease Foundations Mitochondrial Medicine Symposium (GlobeNewswire) +11.53%
Jun-26-23 04:01PM	GeneDx Announces New Tool to Help Harness Human Pangenome Diversity for Clinical Interpretation of Variants (GlobeNewswire)
Jun-20-23 07:00AM	GeneDx Commends the States of Arizona and Florida for Adding Rapid Whole Genome Sequencing (rWGS) as a Covered Benefit for Medicaid Pediatric Patients (GlobeNewswire) -6.11%
May-24-23 04:05PM	GeneDx to Participate in Upcoming Investor Conferences in June (GlobeNewswire)
May-23-23 07:00AM	GeneDx to Participate in World Orphan Drug Congress Keynote and Panel Presentations (GlobeNewswire)
May-22-23 04:05PM	GeneDx Regains Compliance with Nasdaq Minimum Bid Price Requirement (GlobeNewswire) +13.10%
May-15-23 09:35AM	Down -27.82% in 4 Weeks, Here's Why You Should You Buy the Dip in GeneDx Holdings Corp. (WGS) (Zacks)
May-09-23 04:05PM	GeneDx Reports First Quarter 2023 Financial Results and Business Highlights (GlobeNewswire) -5.65%
May-04-23 07:00AM	GeneDx Adds Buccal Swab as Non-Invasive Whole Genome Sequencing Sample Collection Option (GlobeNewswire)
May-03-23 01:06PM	GeneDx Announces Clarification Regarding CUSIP Number for Public Warrant Holders (GlobeNewswire)
Apr-28-23 06:39PM	Why GeneDx Holdings Stock Lagged the Market Today (Motley Fool) -8.44%
08:10AM	GeneDx Announces Reverse Stock Split (GlobeNewswire)
07:04AM	Daily Vickers Top Buyers & Sellers for 04/28/2023 (Argus Research)
Apr-18-23 04:05PM	GeneDx to Report First Quarter 2023 Financial Results on Tuesday, May 9, 2023 (GlobeNewswire)
12:55PM	Shareholders Should Be Pleased With GeneDx Holdings Corp.'s (NASDAQ:WGS) Price (Simply Wall St.)
Apr-03-23 08:30AM	GeneDx Appoints Devin K. Schaffer, J.D., M.B.A, as General Counsel (GlobeNewswire)
Mar-22-23 04:36PM	Why Shares of GeneDx Dropped Wednesday (Motley Fool) -16.02% -13.95%
Mar-20-23 09:07PM	GeneDx Holdings Corp. (NASDAQ:WGS) Q4 2022 Earnings Call Transcript (Insider Monkey) +41.30% -9.54%
08:45AM	GeneDx Announces Progress on GUARDIAN Study and Promise of Early Genomic Testing to End Rare Disease Diagnostic Odyssey (GlobeNewswire)
Mar-18-23 06:48PM	The 7 Worst Stocks to Buy Now (InvestorPlace)
Mar-16-23 08:45AM	GeneDx Presents New Data at ACMG Demonstrating the Benefits of Exome Sequencing Over Chromosomal Microarray (GlobeNewswire)
Mar-14-23 04:16PM	GeneDx Reports Fourth Quarter and Full Year 2022 Financial Results and Business Highlights (GlobeNewswire)
Mar-01-23 07:30AM	GeneDx to Participate in the Cowen 43rd Annual Healthcare Conference (GlobeNewswire) -5.20%
Feb-28-23 08:30AM	GeneDx honors Rare Disease Day and announces presentations and research at the 2023 American College of Medical Genetics and Genomics Annual Clinical Genetics Meeting (GlobeNewswire)
Feb-21-23 04:30PM	GeneDx to Report Fourth Quarter and Full Year 2022 Financial Results on Tuesday, March 14th, 2023 (GlobeNewswire) -8.42%
Feb-16-23 08:30AM	GeneDx Rare Disease Data Demonstrates Utility in Drug Candidate Identification for Common Diseases (GlobeNewswire) +5.82%
Jan-31-23 04:15PM	GeneDx Announces Closing of Underwritten Public Offering and Concurrent Registered Direct Offering (GlobeNewswire) +5.75% -9.44%
Jan-30-23 08:30AM	GeneDx Makes Significant Industry-Wide Contributions to New Disease Gene Discovery (GlobeNewswire)
Jan-27-23 06:00AM	GeneDx Holdings Announces Pricing Of A $150 Million Underwritten Public Offering Of Class A Common Stock And Concurrent Registered Direct Offering (GlobeNewswire) +10.26%
Jan-26-23 04:53PM	GeneDx Announces Proposed Underwritten Public Offering of Class a Common Stock and Concurrent Registered Direct Offering (GlobeNewswire)

GeneDx Holdings Corp. is a patient centered health intelligence company. It engages in transforming healthcare by applying AI and machine learning to multidimensional, longitudinal clinical and genomic data to build dynamic models of human health and defining optimal, individualized health trajectories. The firm, through its Centrellis health intelligence platform, generates a more complete understanding of disease and wellness and provides science-driven solutions to the most pressing medical needs. The company was founded by Eric Schadt in October 2015 and is headquartered in Stamford, CT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Feeley Kevin	CHIEF FINANCIAL OFFICER	Sep 01 '24	Option Exercise	0.00	717	0	38,605	Sep 04 08:10 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Sep 03 '24	Sale	31.71	262	8,308	38,343	Sep 04 08:10 PM
Kevin Feeley	Officer	Sep 03 '24	Proposed Sale	31.71	262	8,308		Sep 03 09:35 PM
OPKO HEALTH, INC.	10% Owner	Aug 19 '24	Sale	34.49	50,000	1,724,520	2,646,972	Aug 19 05:23 PM
OPKO HEALTH, INC.	10% Owner	Aug 16 '24	Sale	34.30	50,000	1,714,850	2,696,972	Aug 19 05:23 PM
OPKO HEALTH, INC.	10% Owner	Aug 15 '24	Sale	33.08	39,824	1,317,505	2,746,972	Aug 19 05:23 PM
OPKO HEALTH, INC.	10% Owner	Aug 12 '24	Sale	33.95	59,787	2,029,811	2,811,783	Aug 14 04:50 PM
OPKO HEALTH, INC.	10% Owner	Aug 13 '24	Sale	34.76	24,987	868,503	2,786,796	Aug 14 04:50 PM
OPKO HEALTH, INC.	10% Owner	Aug 08 '24	Sale	31.82	100,000	3,182,380	2,871,570	Aug 08 05:39 PM
OPKO HEALTH, INC.	10% Owner	Aug 06 '24	Sale	29.35	12,994	381,427	2,971,570	Aug 08 05:39 PM
OPKO HEALTH, INC.	10% Owner	Jul 31 '24	Sale	33.50	88,839	2,976,346	2,984,564	Aug 02 04:21 PM
OPKO HEALTH, INC.	10% Owner	Jul 29 '24	Sale	33.86	50,000	1,692,890	3,073,403	Jul 31 05:03 PM
Stueland Katherine	Chief Executive Officer	Jul 29 '24	Option Exercise	0.00	3,874	0	94,704	Jul 31 04:40 PM
Stueland Katherine	Chief Executive Officer	Jul 29 '24	Sale	33.54	2,154	72,245	92,550	Jul 31 04:40 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Jul 29 '24	Option Exercise	0.00	753	0	38,162	Jul 31 04:39 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Jul 29 '24	Sale	33.54	274	9,190	37,888	Jul 31 04:39 PM
OPKO HEALTH, INC.	10% Owner	Jul 24 '24	Sale	33.72	75,000	2,529,105	3,183,403	Jul 26 07:49 PM
OPKO HEALTH, INC.	10% Owner	Jul 26 '24	Sale	33.85	60,000	2,031,258	3,123,403	Jul 26 07:49 PM
OPKO HEALTH, INC.	10% Owner	Jul 23 '24	Sale	33.46	75,000	2,509,245	3,258,403	Jul 23 05:16 PM
OPKO HEALTH, INC.	10% Owner	Jul 22 '24	Sale	32.61	50,000	1,630,440	3,333,403	Jul 23 05:16 PM
OPKO HEALTH, INC.	10% Owner	Jul 19 '24	Sale	32.29	25,000	807,250	3,383,403	Jul 23 05:16 PM
OPKO HEALTH, INC.	10% Owner	Jul 17 '24	Sale	32.93	25,000	823,188	3,408,403	Jul 19 06:46 PM
OPKO HEALTH, INC.	10% Owner	Jul 05 '24	Sale	28.24	36,118	1,020,016	3,433,403	Jul 09 04:07 PM
OPKO HEALTH, INC.	10% Owner	Jul 01 '24	Sale	26.63	50,000	1,331,700	3,508,603	Jul 03 04:56 PM
OPKO HEALTH, INC.	10% Owner	Jul 02 '24	Sale	29.12	25,000	728,095	3,483,603	Jul 03 04:56 PM
OPKO HEALTH, INC.	10% Owner	Jul 03 '24	Sale	28.23	14,082	397,491	3,469,521	Jul 03 04:56 PM
Casdin Eli	Director	Jun 20 '24	Option Exercise	0.00	5,828	0	7,593	Jun 24 07:04 PM
Leproust Emily M.	Director	Jun 20 '24	Option Exercise	0.00	5,828	0	8,352	Jun 24 05:42 PM
PFENNIGER RICHARD C JR	Director	Jun 20 '24	Option Exercise	0.00	5,828	0	27,664	Jun 24 05:41 PM
RUCH JOSHUA	Director	Jun 20 '24	Option Exercise	0.00	5,828	0	7,853	Jun 24 05:40 PM
Meister Keith A.	Director	Jun 20 '24	Option Exercise	0.00	5,828	0	7,205	Jun 24 05:39 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Jun 16 '24	Option Exercise	0.00	7,197	0	40,055	Jun 18 05:18 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Jun 17 '24	Sale	28.31	2,646	74,908	37,409	Jun 18 05:18 PM
Stueland Katherine	Chief Executive Officer	Jun 16 '24	Option Exercise	0.00	18,750	0	98,513	Jun 18 05:17 PM
Stueland Katherine	Chief Executive Officer	Jun 17 '24	Sale	28.31	7,683	217,506	90,830	Jun 18 05:17 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Jun 09 '24	Option Exercise	0.00	2,462	0	33,753	Jun 11 04:14 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Jun 10 '24	Sale	24.92	895	22,303	32,858	Jun 11 04:14 PM
Stueland Katherine	Chief Executive Officer	Jun 09 '24	Option Exercise	0.00	6,546	0	82,415	Jun 11 04:13 PM
Stueland Katherine	Chief Executive Officer	Jun 10 '24	Sale	24.92	2,652	66,088	79,763	Jun 11 04:13 PM
Casdin Capital, LLC	Director	Jun 03 '24	Buy	20.82	100,000	2,081,640	3,063,509	Jun 05 08:45 PM
Casdin Capital, LLC	Director	Jun 04 '24	Buy	22.52	30,000	675,477	3,093,509	Jun 05 08:45 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Jun 01 '24	Option Exercise	0.00	717	0	31,553	Jun 04 04:20 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Jun 03 '24	Sale	20.55	262	5,384	31,291	Jun 04 04:20 PM
Casdin Capital, LLC	Director	May 29 '24	Buy	21.07	40,000	842,604	2,963,509	May 31 05:37 PM
Casdin Capital, LLC	Director	May 24 '24	Buy	20.12	144,196	2,900,906	2,905,205	May 28 08:40 PM
Casdin Capital, LLC	Director	May 28 '24	Buy	20.61	18,304	377,167	2,923,509	May 28 08:40 PM
Casdin Capital, LLC	Director	May 23 '24	Buy	19.59	7,500	146,916	2,761,009	May 28 08:40 PM
Casdin Capital, LLC	Director	May 13 '24	Buy	23.31	50,000	1,165,295	2,753,509	May 15 06:16 PM
PFENNIGER RICHARD C JR	Director	May 02 '24	Option Exercise	0.00	918	0	21,836	May 03 04:04 PM
Stueland Katherine	Chief Executive Officer	Apr 29 '24	Option Exercise	0.00	15,496	0	82,194	Apr 30 04:30 PM
Stueland Katherine	Chief Executive Officer	Apr 29 '24	Sale	11.04	6,325	69,808	75,869	Apr 30 04:30 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Apr 29 '24	Option Exercise	0.00	3,013	0	31,940	Apr 30 04:27 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Apr 29 '24	Sale	11.04	1,104	12,185	30,836	Apr 30 04:27 PM
Stueland Katherine	CHIEF EXECUTIVE OFFICER	Mar 16 '24	Option Exercise	0.00	18,750	0	75,257	Mar 19 04:15 PM
Stueland Katherine	CHIEF EXECUTIVE OFFICER	Mar 18 '24	Sale	10.59	8,559	90,661	66,698	Mar 19 04:15 PM
Saad Kareem	CHIEF TRANSFORMATION OFFICER	Mar 16 '24	Option Exercise	0.00	5,114	0	31,525	Mar 19 04:14 PM
Saad Kareem	CHIEF TRANSFORMATION OFFICER	Mar 18 '24	Sale	10.59	2,008	21,269	29,517	Mar 19 04:14 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Mar 16 '24	Option Exercise	0.00	7,197	0	32,180	Mar 19 04:14 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Mar 18 '24	Sale	10.59	3,253	34,455	28,927	Mar 19 04:14 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Mar 12 '24	Sale	9.21	931	8,574	24,983	Mar 13 04:28 PM
Stueland Katherine	CHIEF EXECUTIVE OFFICER	Mar 12 '24	Sale	9.21	2,618	24,111	56,507	Mar 13 04:24 PM
Saad Kareem	CHIEF TRANSFORMATION OFFICER	Mar 12 '24	Sale	9.21	897	8,261	26,411	Mar 13 04:22 PM
Feeley Kevin	CHIEF FINANCIAL OFFICER	Mar 09 '24	Option Exercise	0.00	2,462	0	25,914	Mar 12 05:27 PM
Stueland Katherine	CHIEF EXECUTIVE OFFICER	Mar 09 '24	Option Exercise	0.00	6,547	0	59,125	Mar 12 05:26 PM
Saad Kareem	CHIEF TRANSFORMATION OFFICER	Mar 09 '24	Option Exercise	0.00	2,841	0	27,308	Mar 12 05:25 PM
Casdin Capital, LLC	Director	Mar 04 '24	Buy	8.74	40,000	349,708	2,702,609	Mar 06 07:32 PM
Casdin Capital, LLC	Director	Mar 05 '24	Buy	8.83	900	7,944	2,703,509	Mar 06 07:32 PM
Saad Kareem	CHIEF TRANSFORMATION OFFICER	Jan 19 '24	Option Exercise	0.00	546	0	24,660	Jan 23 04:10 PM
Saad Kareem	CHIEF TRANSFORMATION OFFICER	Jan 22 '24	Sale	3.24	193	625	24,467	Jan 23 04:10 PM
Saad Kareem	Chief Transformation Officer	Jan 03 '24	Sale	2.58	105	271	24,114	Jan 04 05:03 PM
Saad Kareem	Chief Transformation Officer	Jan 01 '24	Option Exercise	0.00	273	0	24,219	Jan 03 04:25 PM
Ryan Jason	Executive Chairman	Dec 31 '23	Option Exercise	0.00	67,780	0	73,614	Jan 03 04:23 PM
Stueland Katherine	Chief Executive Officer	Dec 16 '23	Option Exercise	0.00	18,750	0	64,312	Dec 19 09:26 PM
Stueland Katherine	Chief Executive Officer	Dec 18 '23	Sale	2.16	11,734	25,338	52,578	Dec 19 09:26 PM
Saad Kareem	Chief Transformation Officer	Dec 16 '23	Option Exercise	0.00	5,114	0	25,646	Dec 19 09:25 PM
Saad Kareem	Chief Transformation Officer	Dec 18 '23	Sale	2.16	1,700	3,671	23,946	Dec 19 09:25 PM
Feeley Kevin	Chief Financial Officer	Dec 16 '23	Option Exercise	0.00	7,197	0	25,983	Dec 19 09:24 PM
Feeley Kevin	Chief Financial Officer	Dec 18 '23	Sale	2.16	2,948	6,366	23,035	Dec 19 09:24 PM
Stueland Katherine	Chief Executive Officer	Dec 09 '23	Option Exercise	0.00	6,546	0	49,235	Dec 12 04:06 PM
Stueland Katherine	Chief Executive Officer	Dec 11 '23	Sale	1.61	3,673	5,915	45,562	Dec 12 04:06 PM
Saad Kareem	Chief Transformation Officer	Dec 09 '23	Option Exercise	0.00	2,841	0	21,382	Dec 12 04:05 PM
Saad Kareem	Chief Transformation Officer	Dec 11 '23	Sale	1.61	850	1,369	20,532	Dec 12 04:05 PM
Feeley Kevin	Chief Financial Officer	Dec 09 '23	Option Exercise	0.00	2,462	0	19,694	Dec 12 04:04 PM
Feeley Kevin	Chief Financial Officer	Dec 11 '23	Sale	1.61	908	1,462	18,786	Dec 12 04:04 PM
Feeley Kevin	Chief Financial Officer	Dec 04 '23	Sale	1.77	270	478	17,232	Dec 05 04:45 PM
Ryan Jason	Executive Chairman	Nov 17 '23	Buy	1.54	58,000	89,181	114,742	Nov 20 04:32 PM
Ryan Jason	Executive Chairman	Nov 16 '23	Buy	1.27	56,742	72,187	56,742	Nov 20 04:32 PM
Meister Keith A.	Director	Nov 15 '23	Sale	1.29	883,742	1,140,027	3,011,066	Nov 17 04:18 PM
PFENNIGER RICHARD C JR	Director	Nov 08 '23	Buy	1.49	10,000	14,889	20,918	Nov 08 07:19 PM
Saad Kareem	Chief Transformation Officer	Oct 20 '23	Sale	3.44	164	564	18,541	Oct 23 05:52 PM
Ryan Jason	Executive Chairman	Oct 17 '23	Sale	3.19	42	134	5,834	Oct 18 04:59 PM
Saad Kareem	Chief Transformation Officer	Oct 03 '23	Sale	3.56	85	303	18,159	Oct 03 04:19 PM
Stueland Katherine	Chief Executive Officer	Sep 18 '23	Sale	4.16	10,752	44,749	42,689	Sep 19 06:09 PM
Saad Kareem	Chief Transformation Officer	Sep 18 '23	Sale	4.16	1,580	6,575	17,971	Sep 19 06:08 PM
Feeley Kevin	Chief Financial Officer	Sep 16 '23	Option Exercise	0.00	7,197	0	19,527	Sep 19 06:08 PM
Feeley Kevin	Chief Financial Officer	Sep 18 '23	Sale	4.16	2,742	11,409	16,785	Sep 19 06:08 PM
Stueland Katherine	Chief Executive Officer	Sep 11 '23	Sale	4.62	2,675	12,369	34,691	Sep 12 06:42 PM
Saad Kareem	Chief Transformation Officer	Sep 11 '23	Sale	4.62	846	3,912	14,437	Sep 12 06:41 PM
Feeley Kevin	Chief Financial Officer	Sep 09 '23	Option Exercise	0.00	2,462	0	13,234	Sep 12 06:40 PM
Feeley Kevin	Chief Financial Officer	Sep 11 '23	Sale	4.62	904	4,180	12,330	Sep 12 06:40 PM

Open in Screener

REXR

Rexford Industrial Realty Inc

Sep 06 • 04:00PM ET

49.35

Dollar change -0.82
Percentage change -1.63	%

Real Estate • REIT - Industrial • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

REXR Rexford Industrial Realty Inc daily Stock Chart

Held by: VNQ IJH VTI VB VXF VBK MDY SCHH SPMD IJJ

Index	-	P/E	40.86	EPS (ttm)	1.21	Insider Own	0.21%	Shs Outstand	219.52M	Perf Week	-1.61%
Market Cap	10.83B	Forward P/E	36.57	EPS next Y	1.35	Insider Trans	-6.18%	Shs Float	219.06M	Perf Month	1.06%
Income	256.41M	PEG	4.09	EPS next Q	0.28	Inst Own	121.36%	Short Float	2.30%	Perf Quarter	10.50%
Sales	864.63M	P/S	12.53	EPS this Y	7.46%	Inst Trans	1.04%	Short Ratio	3.43	Perf Half Y	-5.77%
Book/sh	36.13	P/B	1.37	EPS next Y	12.11%	ROA	2.35%	Short Interest	5.03M	Perf Year	-5.46%
Cash/sh	0.57	P/C	86.18	EPS next 5Y	10.00%	ROE	3.49%	52W Range	41.56 - 58.02	Perf YTD	-12.03%
Dividend Est.	1.66 (3.36%)	P/FCF	89.69	EPS past 5Y	22.03%	ROI	2.23%	52W High	-14.94%	Beta	0.94
Dividend TTM	1.59 (3.23%)	Quick Ratio	-	Sales past 5Y	30.15%	Gross Margin	47.14%	52W Low	18.74%	ATR (14)	1.03
Dividend Ex-Date	Sep 30, 2024	Current Ratio	-	EPS Y/Y TTM	22.28%	Oper. Margin	38.45%	RSI (14)	44.22	Volatility	1.97% 1.75%
Employees	242	Debt/Eq	0.44	Sales Y/Y TTM	19.35%	Profit Margin	29.66%	Recom	2.00	Target Price	54.75
Option/Short	Yes / Yes	LT Debt/Eq	0.43	EPS Q/Q	42.82%	Payout	135.74%	Rel Volume	1.34	Prev Close	50.17
Sales Surprise	2.32%	EPS Surprise	36.03%	Sales Q/Q	21.03%	Earnings	Jul 17 AMC	Avg Volume	1.47M	Price	49.35
SMA20	-2.58%	SMA50	0.79%	SMA200	-0.34%	Trades		Volume	1,960,735	Change	-1.63%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-10-24	Initiated	Evercore ISI	Outperform	$54
Apr-22-24	Initiated	Wedbush	Neutral	$45
Mar-27-24	Initiated	Barclays	Underweight	$45
Feb-07-24	Downgrade	JP Morgan	Overweight → Neutral	$55
Jan-05-24	Downgrade	Robert W. Baird	Outperform → Neutral	$53 → $61
Nov-08-23	Upgrade	Scotiabank	Sector Perform → Sector Outperform	$55
Oct-12-23	Initiated	Truist	Buy	$56
Sep-19-23	Upgrade	Wolfe Research	Peer Perform → Outperform	$70
Sep-12-23	Initiated	Scotiabank	Sector Perform	$59
Jun-28-23	Initiated	Mizuho	Neutral	$52
Jun-13-23	Downgrade	Citigroup	Buy → Neutral	$66 → $53
Jun-12-23	Downgrade	BMO Capital Markets	Outperform → Market Perform	$69 → $56
Feb-06-23	Initiated	BMO Capital Markets	Outperform	$77
Oct-13-22	Initiated	Stifel	Buy	$64
Jun-21-22	Initiated	Wolfe Research	Peer Perform	$63
Dec-20-21	Upgrade	JP Morgan	Neutral → Overweight	$78 → $84
Dec-14-21	Upgrade	Wells Fargo	Equal Weight → Overweight	$83
Jul-19-21	Upgrade	CapitalOne	Equal Weight → Overweight	$66
Oct-28-20	Initiated	Berenberg	Buy	$56
Sep-23-20	Initiated	Robert W. Baird	Outperform	$50

Show Previous Ratings

Sep-05-24 04:05PM	Rexford Industrial to Present at Upcoming Industry Conferences (PR Newswire)
Sep-04-24 05:31AM	2 Top Dividend Stocks I Plan to Buy Even More of This September (Motley Fool)
Aug-24-24 06:12PM	1 Magnificent Dividend Stock Down 40% to Buy and Hold Forever (Motley Fool)
Aug-13-24 07:00AM	7 Safe Haven Stocks to Buy as Recession Fears Grip Wall Street (InvestorPlace)
Aug-04-24 09:42AM	Why I Can't Wait to Buy Even More of These 2 High-Yielding Dividend Stocks in August (Motley Fool)
06:00AM	Loading…
Jul-31-24 06:00AM	3 REITs Yielding Up to 4.3% With 10 Years or More of Dividend Growth (Benzinga)
Jul-23-24 07:40AM	3 REITs With Strong Dividend Growth to Buy in July 2024 (InvestorPlace)
Jul-21-24 08:21AM	2 Supercharged Dividend Stocks to Buy if There's a Stock Market Sell-Off (Motley Fool)
Jul-19-24 05:40AM	Q2 2024 Rexford Industrial Realty Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-17-24 06:30PM	Compared to Estimates, Rexford Industrial (REXR) Q2 Earnings: A Look at Key Metrics (Zacks)
05:25PM	Rexford Industrial (REXR) Surpasses Q2 FFO and Revenue Estimates (Zacks)
04:06PM	Rexford Industrial Announces Second Quarter 2024 Financial Results (PR Newswire)
06:12AM	3 REITs to Buy Now: Q3 Edition (InvestorPlace)
05:45AM	2 Incredibly Cheap High-Yield Dividend Growth Stocks to Buy Now (Motley Fool)
Jun-30-24 10:03AM	Boost Your Portfolio With These Top Dividend Growers: Paychex, Rexford And ADP (Benzinga)
04:05PM	Loading…
Jun-20-24 04:05PM	Rexford Industrial Announces Dates for Second Quarter 2024 Earnings Release and Conference Call (PR Newswire)
Jun-18-24 06:15AM	3 No-Brainer Dividend Stocks to Buy Right Now for Less Than $1,000 (Motley Fool)
Jun-17-24 04:05PM	Rexford Industrial Announces Leadership Transition Plans (PR Newswire)
Jun-11-24 11:31AM	4 REITs With The Best Dividend Growth Over The Last Five Years (Benzinga)
Jun-04-24 06:08AM	The Smartest Dividend Stocks to Buy With $250 Right Now (Motley Fool)
May-30-24 05:30PM	Rexford Industrial Releases Environmental, Social and Governance Impact Report (PR Newswire)
11:41AM	Rexford (REXR) Leases 1.3M Square Feet, Acquires $143M QTD (Zacks)
May-29-24 09:00AM	Rexford Industrial Announces Operating and Transaction Activity Update (PR Newswire)
May-11-24 04:21PM	Forget AGNC Investment, Buy This Magnificent Dividend Growth Stock Instead (Motley Fool)
03:25AM	3 REIT Stocks to Buy at a Discount (Motley Fool)
May-02-24 09:35AM	Down -12.96% in 4 Weeks, Here's Why You Should You Buy the Dip in Rexford Industrial (REXR) (Zacks)
Apr-30-24 10:57AM	Buy These Top Industrial REITs for Their Yields and Track Records of Dividend Growth (Benzinga)
Apr-27-24 05:15PM	2 Incredibly Cheap Dividend Stocks to Buy Now (Motley Fool)
Apr-26-24 04:02PM	3 REITs That Just Raised 2024 Full-Year Guidance (Benzinga)
Apr-25-24 01:13PM	Rexford Industrial Realty (REXR) Fell Due to Multiple Concerns (Insider Monkey)
03:22PM	Loading…
Apr-22-24 03:22PM	3 Industrial REITs At Bargain Prices (Benzinga)
Apr-19-24 12:59PM	3 Industrial REITs With Yields Up to 4.8% and Track Records of Dividend Growth (Benzinga)
11:47AM	Rexford Industrial Realty, Inc. (NYSE:REXR) Q1 2024 Earnings Call Transcript (Insider Monkey)
06:13AM	Q1 2024 Rexford Industrial Realty Inc Earnings Call (Thomson Reuters StreetEvents)
03:07AM	Rexford Industrial Realty Inc (REXR) Q1 2024 Earnings Call Transcript Highlights: Strong ... (GuruFocus.com)
Apr-17-24 09:53PM	REXR Stock Earnings: Rexford Industrial Realty Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace) -5.42%
06:30PM	Compared to Estimates, Rexford Industrial (REXR) Q1 Earnings: A Look at Key Metrics (Zacks)
05:50PM	Rexford Industrial Realty Inc (REXR) Q1 2024 Earnings: Aligns with EPS Projections, Surpasses ... (GuruFocus.com)
04:24PM	Rexford Industrial: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Rexford Industrial Announces First Quarter 2024 Financial Results (PR Newswire)
Apr-10-24 04:31AM	2 Dividend Growth Stocks You Can Buy Right Now Before They Surge Even Higher (Motley Fool)
Apr-03-24 04:02PM	Rexford Industrial Receives Green Lease Leader Platinum Recognition (PR Newswire)
Apr-02-24 06:42AM	2 Magnificent Dividend Stocks I Plan to Add to My Retirement Account in April (Motley Fool)
Apr-01-24 12:12PM	Rexford (REXR) Acquires Blackstone Properties, Bolsters Growth (Zacks)
Mar-28-24 04:31PM	UPDATE 1-Rexford Industrial Realty buys properties for $1 bln from Blackstone Real Estate (Reuters)
04:13PM	Rexford Industrial Realty buys properties worth $1 bln from Blackstone Real Estate (Reuters)
04:05PM	Rexford Industrial Acquires Blackstone Industrial Assets in Combined $1 Billion Investment (PR Newswire)
04:05PM	Blackstone Sells $1 Billion of California Warehouses to Rexford (Bloomberg)
Mar-26-24 08:17PM	Rexford Industrial Announces Pricing of Public Offering of 17,179,318 Shares of Common Stock to an Existing Long-Only Investor Based on the West Coast (PR Newswire)
08:17PM	Rexford Industrial Announces Pricing of Offering of $500 Million Exchangeable Senior Notes due 2027 and $500 Million Exchangeable Senior Notes due 2029 (PR Newswire)
Mar-25-24 04:01PM	Rexford Industrial Announces Public Offering of $840 Million of Common Stock to an Existing Long-Only Investor Based on the West Coast (PR Newswire)
04:01PM	Rexford Industrial Announces Proposed Offering of Exchangeable Senior Notes due 2027 and Exchangeable Senior Notes due 2029 (PR Newswire)
Mar-23-24 03:19PM	This Small Dividend Stock Has a $200 Million-Plus Secret Weapon (Motley Fool)
08:33AM	2 Dividend Stocks That Are Way Too Cheap to Ignore (Motley Fool)
Mar-22-24 04:02PM	Rexford Industrial Announces Dates for First Quarter 2024 Earnings Release and Conference Call (PR Newswire)
Mar-01-24 04:05PM	Rexford Industrial to Present at the Citi 2024 Global Property CEO Conference (PR Newswire)
Feb-08-24 11:59AM	These Industrial REITs Just Hiked Their Dividends by Up to 15.6% (Benzinga)
08:34AM	Rexford Industrial Realty, Inc. (NYSE:REXR) Q4 2023 Earnings Call Transcript (Insider Monkey)
05:35AM	Q4 2023 Rexford Industrial Realty Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-06-24 07:00PM	Rexford Industrial (REXR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:15PM	Rexford Industrial (REXR) Q4 FFO Meet Estimates (Zacks)
05:22PM	Rexford Industrial: Q4 Earnings Snapshot (Associated Press Finance)
04:56PM	Rexford Industrial Realty Inc Reports Robust Growth in Core FFO and NOI for Full Year 2023 (GuruFocus.com)
04:10PM	Rexford Industrial Announces Fourth Quarter and Full Year 2023 Financial Results (PR Newswire)
Feb-05-24 04:05PM	Rexford Industrial Announces 10 Percent Increase in Quarterly Common Stock Dividend (PR Newswire)
Feb-04-24 05:03AM	3 Magnificent Dividend Stocks Still on Sale That History Says You Should Buy on Dips (Motley Fool)
Jan-29-24 06:00AM	2 REIT Stocks to Buy Hand Over Fist and 1 to Avoid (Motley Fool)
Jan-22-24 04:05PM	Rexford Industrial Announces 2023 Tax Treatment of Dividend Distributions (PR Newswire)
Jan-05-24 09:34AM	Rexford (REXR) Boosts Portfolio, Investments Reach $1.5B in 2023 (Zacks)
Jan-04-24 04:10PM	Rexford Industrial Announces $81 Million of Transaction Activity (PR Newswire)
Jan-02-24 04:07PM	Rexford Industrial Announces Dates for Fourth Quarter 2023 Earnings Release and Conference Call (PR Newswire)
Dec-27-23 05:07AM	3 Wealth-Creating Dividend Stocks to Boost Your Income in 2024 (Motley Fool)
Nov-13-23 12:36PM	Three REITs That Beat Estimates And Received Analyst Upgrades (Benzinga)
Oct-30-23 07:35PM	Rexford Closes on $245M of SoCal Investments, Including Massive Brewing Site (Commercial Observer)
02:07PM	10 Low Risk High Reward Stocks Set to Triple By 2027 (Insider Monkey)
Oct-26-23 04:10PM	Rexford Industrial Announces $245 Million of Investment Activity (PR Newswire)
Oct-23-23 04:05PM	Rexford Industrial Announces Science-Based Net-Zero Target Validation (PR Newswire)
06:35AM	Prediction: These 3 Magnificent Dividend Growth Stocks Will Make Investors Richer by 2030 (Motley Fool)
Oct-20-23 11:45AM	Rexford Industrial Realty, Inc. (NYSE:REXR) Q3 2023 Earnings Call Transcript (Insider Monkey)
11:30AM	Is Rexford Industrial Realty (REXR) a Wise Investment Choice? (Insider Monkey)
04:55AM	Q3 2023 Rexford Industrial Realty Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-18-23 05:41PM	Rexford Industrial Realty Inc (REXR) Reports Strong Q3 2023 Earnings with a 33. ... (GuruFocus.com) -5.37%
04:22PM	Rexford Industrial: Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	Rexford Industrial Announces Third Quarter 2023 Financial Results (PR Newswire)
Oct-16-23 10:38AM	Why Rexford Industrial Realty (REXR) Might Surprise This Earnings Season (Zacks)
Sep-30-23 05:32AM	The Warning High-Yield Stock Investors Shouldn't Ignore (Motley Fool)
Sep-28-23 07:20AM	Decoding Rexford Industrial Realty Inc's Dividend Prospects: A Comprehensive Analysis (GuruFocus.com)
Sep-25-23 06:21AM	Could This Little-Known Stock Be the Best Way to Invest in Real Estate's Hottest Subsector? (Motley Fool)
Sep-18-23 04:05PM	Rexford Industrial Announces Dates for Third Quarter 2023 Earnings Release and Conference Call (PR Newswire)
Sep-07-23 01:01PM	Rexford (REXR) Acquires Properties Worth $46M, Bolsters Growth (Zacks)
08:00AM	If You Invested $10,000 in Rexford Industrial Realty 5 Years Ago, Here's How Much You Would Be Making In Dividends Today (Benzinga)
08:00AM	Rexford Industrial Publishes Updated Investor Presentation (PR Newswire)
Sep-06-23 04:59PM	Rexford Industrial Announces $46 Million of Investment Activity (PR Newswire)
Aug-28-23 09:25PM	EV Company Harbinger Motors Signs Lease with Rexford in SoCal (Commercial Observer)
Aug-21-23 07:05PM	Rexford Adds $38M Deal in Santa Clarita (Commercial Observer)
Aug-16-23 06:24AM	Port Strike's "Gift" to Rexford This Holiday Season Could Be a Lump of Coal (Motley Fool)
Aug-14-23 02:48PM	3 REITs Raising Their Dividend Game: Is it Time to Buy? (InvestorPlace)
Aug-11-23 05:02PM	California Is Getting Back to Normal, But Rexford Continues to Outperform (Motley Fool)
Jul-26-23 06:18AM	Multiple Reasons for the Decline of Rexford Industrial Realty (REXR) in Q2 (Insider Monkey)
Jul-24-23 08:30AM	Rexford Industrial Announces $210 Million Investment (PR Newswire)

Rexford Industrial Realty, Inc. is a self-administered and self-managed real estate investment trust, which engages in owning and operating industrial properties in infill markets. The company was founded by Richard S. Ziman on January 18, 2013 and is headquartered in Los Angeles, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Schwimmer Howard	Co-CEO, Co-President	Jul 26 '24	Sale	48.86	30,358	1,483,343	50,673	Jul 26 07:12 PM
Schwimmer Howard	Officer	Jul 26 '24	Proposed Sale	48.86	30,358	1,483,343		Jul 26 07:02 PM
Lanzer David E.	General Counsel & Secretary	Feb 12 '24	Sale	52.69	18,113	954,408	0	Feb 13 08:34 PM

Open in Screener

MRNA

Moderna Inc

Sep 06 • 04:00PM ET

72.89

Dollar change -0.55
Percentage change -0.75	%

Healthcare • Biotechnology • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO VO QQQ VUG VOT SPY IVV IBB XLV

Index	NDX, S&P 500	P/E	-	EPS (ttm)	-15.38	Insider Own	10.86%	Shs Outstand	382.00M	Perf Week	-6.06%
Market Cap	28.02B	Forward P/E	-	EPS next Y	-7.23	Insider Trans	-1.41%	Shs Float	342.64M	Perf Month	-10.62%
Income	-5867.00M	PEG	-	EPS next Q	-1.64	Inst Own	67.96%	Short Float	7.30%	Perf Quarter	-52.88%
Sales	5.04B	P/S	5.56	EPS this Y	26.10%	Inst Trans	0.89%	Short Ratio	6.61	Perf Half Y	-26.73%
Book/sh	30.50	P/B	2.39	EPS next Y	20.68%	ROA	-31.24%	Short Interest	25.00M	Perf Year	-32.66%
Cash/sh	22.08	P/C	3.30	EPS next 5Y	-	ROE	-40.94%	52W Range	62.55 - 170.47	Perf YTD	-26.71%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-20.02%	ROI	-45.28%	52W High	-57.24%	Beta	1.68
Dividend TTM	-	Quick Ratio	3.92	Sales past 5Y	662.08%	Gross Margin	22.47%	52W Low	16.53%	ATR (14)	3.90
Dividend Ex-Date	-	Current Ratio	4.09	EPS Y/Y TTM	-601.75%	Oper. Margin	-92.09%	RSI (14)	25.56	Volatility	4.00% 3.95%
Employees	5600	Debt/Eq	0.11	Sales Y/Y TTM	-52.22%	Profit Margin	-116.36%	Recom	2.42	Target Price	124.11
Option/Short	Yes / Yes	LT Debt/Eq	0.11	EPS Q/Q	8.04%	Payout	-	Rel Volume	0.90	Prev Close	73.44
Sales Surprise	87.68%	EPS Surprise	0.54%	Sales Q/Q	-29.94%	Earnings	Aug 01 BMO	Avg Volume	3.78M	Price	72.89
SMA20	-10.51%	SMA50	-27.96%	SMA200	-31.40%	Trades		Volume	3,418,070	Change	-0.75%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-28-24	Upgrade	HSBC Securities	Reduce → Hold	$82
Aug-07-24	Upgrade	Deutsche Bank	Sell → Hold	$85 → $80
Aug-05-24	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$125 → $90
Feb-26-24	Downgrade	HSBC Securities	Hold → Reduce	$75 → $86
Jan-02-24	Upgrade	Oppenheimer	Perform → Outperform	$142
Nov-29-23	Initiated	Canaccord Genuity	Hold	$82
Nov-03-23	Upgrade	HSBC Securities	Reduce → Hold	$89 → $69
Nov-02-23	Downgrade	Deutsche Bank	Hold → Sell	$125 → $60
Aug-04-23	Downgrade	TD Cowen	Outperform → Market Perform	$145 → $125
Aug-03-23	Downgrade	Deutsche Bank	Buy → Hold	$125
Jul-24-23	Initiated	William Blair	Mkt Perform	$136.28
Jul-14-23	Initiated	HSBC Securities	Reduce	$97
Jun-26-23	Upgrade	UBS	Neutral → Buy	$221 → $191
Apr-26-23	Initiated	Guggenheim	Neutral
Mar-13-23	Upgrade	TD Cowen	Market Perform → Outperform	$150 → $180
Mar-02-23	Initiated	RBC Capital Mkts	Outperform	$200
Feb-24-23	Downgrade	SVB Securities	Market Perform → Underperform	$111 → $93
Dec-19-22	Upgrade	Jefferies	Hold → Buy	$170 → $275
Dec-14-22	Downgrade	Chardan Capital Markets	Buy → Neutral	$186 → $191
Oct-21-22	Upgrade	SVB Leerink	Underperform → Mkt Perform	$174 → $101

Show Previous Ratings

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Sep-06-24 02:02PM	Moderna's Investigational Mpox Vaccine More Effective Than Current Approved Shot, Animal Study Shows (Benzinga)
07:04AM	Moderna's updated Covid-19 vaccine receives positive EMA CHMP opinion (Pharmaceutical Business Review)
07:00AM	Pandemic Darling Moderna Needs a Reality Check (The Wall Street Journal)
Sep-05-24 01:04PM	Moderna, Inc. Sued for Securities Law Violations Investors Should Contact Levi & Korsinsky for More Information MRNA (GlobeNewswire)
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11:53AM	Moderna mpox mRNA vaccine shows early promise in monkey study (Pharmaceutical Technology)
08:00AM	EMA Committee for Medicinal Products for Human Use Adopts Positive Opinion Recommending Authorization of Moderna's COVID-19 mRNA Vaccine Targeting the SARS-COV-2 Variant JN.1 (ACCESSWIRE)
Sep-04-24 08:35PM	Lightning Round: Moderna has to clean it up or the stock isn't going to rally, says Jim Cramer (CNBC TV)
01:14PM	Moderna Stock's Three-Year Decline Is It Time To Sell, Hold Or Buy? (Investor's Business Daily)
08:30AM	Global Coronavirus Therapeutics Market Size Projected to Exceed $16 Billion By the End of 2031 (GlobeNewswire)
07:44AM	UK MHRA grants authorisation for Moderna's updated Covid-19 vaccine (Pharmaceutical Business Review)
07:21AM	Is It Time to Buy August's Worst-Performing S&P 500 Stocks? (Motley Fool)
Sep-03-24 11:32PM	Is Merck & Co., Inc. (MRK) the Best Cancer Stock to Buy Now? (Insider Monkey) -5.76%
08:30AM	Moderna Receives Medicines And Healthcare Products Regulatory Agency (MHRA) Authorization For Updated COVID-19 Vaccine Targeting SARS-COV-2 Variant JN.1 (ACCESSWIRE)
Sep-02-24 10:53AM	Novavax wins FDA emergency approval for updated Covid-19 vaccine (Pharmaceutical Technology)
07:00AM	Loading…
07:00AM	Taiwan Food & Drug Administration Approves Moderna's COVID-19 mRNA Vaccine Targeting the SARS-COV-2 Variant JN.1 (ACCESSWIRE)
Sep-01-24 04:12AM	Street Calls of the Week: Moderna upgraded, downgrade for Hershey (Investing.com)
Aug-30-24 04:06PM	US clears updated COVID shots from Novavax, adding a 3rd fall vaccine option (Associated Press Finance) -5.76%
Aug-29-24 12:00PM	New COVID vaccines are here. What to know about the latest shots as summer surge continues (Fortune)
08:00AM	Moderna Launches National Awareness Campaign to Help Drive COVID-19 Vaccination (ACCESSWIRE)
Aug-28-24 06:59PM	Moderna, Inc. (MRNA): Among The Best Medical AI Companies (Insider Monkey)
06:30AM	Flagship Pioneering and Quotient Therapeutics Announce Agreement to Identify Potential Novel Targets for the Treatment of Cardiovascular and Renal Diseases under Strategic Partnership with Pfizer (PR Newswire)
Aug-27-24 05:45AM	Levi & Korsinsky Reminds Moderna, Inc. Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of October 8, 2024 - MRNA (PR Newswire)
Aug-26-24 07:16AM	Moderna's RSV vaccine mRESVIA gains EC approval (Pharmaceutical Business Review)
Aug-23-24 02:01PM	The FDA Approved New Covid Vaccines. Should You Get One? (The Wall Street Journal)
07:00AM	Moderna Receives European Commission Approval for RSV Vaccine mRESVIA(R) (ACCESSWIRE)
04:12AM	FDA approves updated mRNA vaccines for Covid-19 (Pharmaceutical Technology)
01:25AM	Ministry of Health, Labour and Welfare in Japan Approves Partial Change Application for Moderna's COVID-19 mRNA Vaccine Targeting SARS-COV-2 Variant JN.1 (ACCESSWIRE)
Aug-22-24 05:19PM	S&P 500 Gains and Losses Today: Moderna Falls Despite Approval of New COVID Shot (Investopedia) -6.47%
04:46PM	FDA approves updated COVID-19 vaccines from Pfizer, Moderna (Yahoo Finance Video)
02:33PM	Loading…
02:33PM	FDA Approves Updated COVID Vaccines From Pfizer And Moderna, But Leaves Out Novavax's Shot (Benzinga)
01:47PM	Moderna Receives U.S. FDA Approval for Updated COVID-19 Vaccine Targeting KP.2 Variant of SARS-CoV-2 (ACCESSWIRE)
01:44PM	The FDA Approved a New Covid Vaccine. Should You Get It? (The Wall Street Journal)
01:41PM	FDA Approves Updated Covid-19 Shots. Wall Street Isnt Upbeat About Sales for Pfizer and Moderna. (Barrons.com)
07:00AM	Moderna to Host Investor Event - R&D Day and Business Updates (ACCESSWIRE)
Aug-21-24 01:32PM	Is Moderna Stock A Sell After Slashing Its 2024 Sales Outlook? (Investor's Business Daily)
12:42AM	Covid-19: vaccine pricing varies wildly by country and company (Pharmaceutical Technology)
12:12AM	Myocarditis risks from Covid-19 vaccines are still less than the risks from Covid-19 (Pharmaceutical Technology)
Aug-20-24 11:34AM	Top 20 biopharmas market cap up 4.3% in Q2 2024 as GLP-1 drug innovators hold top spots (Pharmaceutical Technology)
Aug-19-24 05:32AM	Pipeline Moves: Modernas pandemic influenza vaccine trial completes (Clinical Trials Arena)
04:07AM	Pfizer and BioNTech's Combo Shot Missed the Mark. Is It Time to Sell? (Motley Fool)
Aug-16-24 04:21PM	Pfizer, BioNTech hit roadblock in COVID-flu vaccine trial (Yahoo Finance Video)
10:21AM	Pfizers Stumble on Flu and Covid Shot Is a Plus for Moderna (Barrons.com)
12:22AM	Pfizer and Moderna Covid-19 vaccines usage and updated safety labels (Pharmaceutical Technology)
Aug-14-24 07:00AM	Moderna and Coursera Launch Free Course on mRNA Technology (ACCESSWIRE)
Aug-13-24 02:43PM	Struggling COVID-19 Vaccines From AstraZeneca, BioNTech/Pfizer, Moderna Cut Incidence Of Arterial Thromboses That Cause Heart Attacks, Strokes, British Study Shows (Benzinga)
Aug-12-24 08:05AM	Pfizer builds case for RSV shot with data from immunocompromised adults (BioPharma Dive)
03:52AM	Hunting the holy grail: the marred history of HIV vaccine trials (Clinical Trials Arena)
Aug-10-24 08:18AM	CytomX Therapeutics, Inc. (NASDAQ:CTMX) Q2 2024 Earnings Call Transcript (Insider Monkey)
Aug-06-24 02:42PM	When Product Launches Struggle, Biotech Investors Reward Cost Cuts (The Wall Street Journal)
06:30AM	Flagship Pioneering Announces Appointment of Raj Panjabi as Senior Partner (PR Newswire)
Aug-05-24 04:35PM	Moderna Lost 27% Of Its Value Over Two Days. It Just Crumbled Again. (Investor's Business Daily)
11:37AM	Midday movers: Apple, Nvidia, Intel, Coinbase and Moderna fall (Investing.com)
09:40AM	PayPal, Kellanova upgraded: Wall Street's top analyst calls (The Fly)
06:55AM	Moderna plunges on downgrade amid vaccine headwinds (Investing.com)
Aug-04-24 04:15AM	Cathie Wood Bought This Stock After Its 27% Drop. Should You? (Motley Fool)
Aug-03-24 01:05AM	Decoding Moderna Inc (MRNA): A Strategic SWOT Insight (GuruFocus.com)
Aug-02-24 06:05PM	Three-Stock Lunch: Boeing, Moderna and Micron (CNBC TV) -8.06%
05:09PM	The Most Advanced Country in Biomedical Engineering (Insider Monkey)
07:17AM	Stocks sink on July jobs report, Amazon and Intel reports: Yahoo Finance (Yahoo Finance Video)
06:51AM	Fed, Intel, Apple All Updated This Week. Whats Driving the Market Selloff. (Barrons.com)
12:15AM	Q2 2024 Moderna Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-01-24 06:44PM	Analyst Report: Moderna, Inc. (Morningstar Research) -21.01%
05:09PM	S&P 500 Gains and Losses Today: Moderna Drops as Soft Vaccine Demand Prompts Guidance Cut (Investopedia)
04:36PM	Weak Economic Data Prompts Stock Selloff (The Wall Street Journal)
04:02PM	Moderna Slashes Its Outlook On 'Very Low' European Sales Despite Quarterly Beat (Investor's Business Daily)
03:22PM	Moderna Stock Plunges After Vaccine Maker Cuts Guidance (The Wall Street Journal)
02:31PM	Who's to blame as Moderna's stock falls amid slashed guidance? (Yahoo Finance)
01:55PM	Midday movers: Meta jumps, semi stocks Qualcomm, and Arm plunge (TheStreet)
01:19PM	Stocks fall ahead of Apple, Amazon earnings: Yahoo Finance (Yahoo Finance Video)
12:45PM	Moderna (MRNA) Q2 2024 Earnings Call Transcript (Motley Fool)
12:23PM	Top Stock Movers Now: Moderna, Western Digital, Meta Platforms, and More (Investopedia)
11:54AM	Moderna (MRNA) Q2 Earnings Beat, Stock Down on Guidance Slash (Zacks)
11:49AM	Midday movers: Meta Platforms, Lilly rise; Arm, Moderna fall (Investing.com)
11:18AM	Moderna's Revenue Warning Sends the Stock Into the Red for 2024 (Investopedia)
10:46AM	Moderna Stock Sinks On Lowered 2024 Outlook, Cites Low European Sales, Competitive RSV Vaccine Market (Benzinga)
10:02AM	Moderna cuts 2024 guidance, CEO cites pullback in Europe (Yahoo Finance Video)
10:02AM	Moderna Earnings Beat Estimates. Why the Stock Is Sinking. (Barrons.com)
08:58AM	Moderna CEO Stephane Bancel on Q2 results, slashing its full-year sales guidance (CNBC TV)
07:40AM	Moderna (MRNA) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
06:38AM	Moderna: Q2 Earnings Snapshot (Associated Press Finance)
06:32AM	Moderna reins in 2024 sales forecast, expects very low EU vaccine revenue (Reuters)
06:30AM	Moderna Reports Second Quarter 2024 Financial Results and Provides Business Updates (ACCESSWIRE)
06:30AM	Moderna Cuts Revenue Guidance Amid Steeper Competition (Barrons.com)
Jul-31-24 06:33AM	Leveragen and Moderna link to advance therapeutics (Pharmaceutical Technology)
Jul-29-24 09:16AM	Exploring Analyst Estimates for Moderna (MRNA) Q2 Earnings, Beyond Revenue and EPS (Zacks)
07:00AM	GSK and Flagship Pioneering partner to discover novel medicines and vaccines (PR Newswire)
06:07AM	RSV vaccine makers vying for market share in second year of shots (Reuters)
Jul-26-24 08:40AM	Moderna (MRNA) Stock Before Q2 Earnings: To Buy or Not to Buy? (Zacks)
03:30AM	This Biotech Risk-Taker Created Moderna. Now Hes Harnessing AI. (Barrons.com)
Jul-25-24 08:00AM	Analog Devices and Flagship Pioneering Announce Strategic Partnership to Accelerate the Development of a Fully Digitized Biological World (PR Newswire)
Jul-24-24 07:24AM	Novartis invests in bispecifics for cancer; Bob Langer steps down from Moderna board (BioPharma Dive)
Jul-23-24 05:50PM	Why Moderna (MRNA) Dipped More Than Broader Market Today (Zacks)
07:00AM	David Rubenstein Joins Moderna's Board of Directors (ACCESSWIRE)
06:00AM	Flagship Pioneering Unveils Abiologics to Pioneer Supranatural Biologics, A New Biotherapeutic Class (PR Newswire)
Jul-18-24 07:00AM	3 Biotech Stocks That Could Be Multibaggers in the Making: July Edition (InvestorPlace)
Jul-17-24 05:50PM	Moderna (MRNA) Stock Moves -0.93%: What You Should Know (Zacks)
08:00AM	Alltrna Announces Updates to Its Board of Directors (PR Newswire)
Jul-16-24 01:33PM	3 Biotech Stocks to Buy in Case of Another Pandemic (InvestorPlace)
10:14AM	Moderna (MRNA) Stock Rises 22% YTD: Time to Buy the Stock? (Zacks)

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid (mRNA). Its product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, and systemic intracellular therapeutics. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rose and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Klinger Shannon Thyme	Chief Legal Officer	Sep 03 '24	Sale	76.99	114	8,777	17,566	Sep 04 05:42 PM
Hoge Stephen	President	Sep 03 '24	Sale	76.99	318	24,483	1,443,002	Sep 04 04:26 PM
Klinger Shannon Thyme	Officer	Sep 03 '24	Proposed Sale	76.99	114	8,777		Sep 03 03:58 PM
Hoge Stephen	Officer	Sep 03 '24	Proposed Sale	76.99	318	24,482		Sep 03 03:42 PM
Mock James M	Chief Financial Officer	Aug 29 '24	Sale	78.03	162	12,640	8,767	Aug 30 04:37 PM
Klinger Shannon Thyme	Chief Legal Officer	Aug 29 '24	Sale	78.03	162	12,640	17,447	Aug 30 04:34 PM
Hoge Stephen	President	Aug 29 '24	Sale	78.03	300	23,408	1,442,668	Aug 30 04:32 PM
Mock James M	Chief Financial Officer	Aug 28 '24	Sale	79.39	1,321	104,881	8,600	Aug 29 04:45 PM
Klinger Shannon Thyme	Chief Legal Officer	Aug 28 '24	Sale	79.39	1,319	104,722	17,280	Aug 29 04:03 PM
Klinger Shannon Thyme	Officer	Aug 29 '24	Proposed Sale	78.03	162	12,640		Aug 29 03:52 PM
Mock James M	Officer	Aug 29 '24	Proposed Sale	78.03	162	12,640		Aug 29 03:43 PM
Hoge Stephen	Officer	Aug 29 '24	Proposed Sale	78.03	300	23,408		Aug 29 03:38 PM
Mock James M	Officer	Aug 28 '24	Proposed Sale	79.39	1,321	104,881		Aug 28 04:47 PM
Klinger Shannon Thyme	Officer	Aug 28 '24	Proposed Sale	79.39	1,319	104,722		Aug 28 04:30 PM
Hoge Stephen	President	Aug 12 '24	Sale	84.10	254	21,363	1,442,357	Aug 13 04:33 PM
Hoge Stephen	Officer	Aug 12 '24	Proposed Sale	84.10	254	21,363		Aug 12 04:05 PM
AFEYAN NOUBAR	Director	Jul 31 '24	Sale	119.96	15,000	1,799,443	2,224,015	Aug 02 07:00 PM
NOUBAR B AFEYAN	Director	Jul 31 '24	Proposed Sale	118.84	15,000	1,782,600		Jul 31 04:18 PM
AFEYAN NOUBAR	Director	Jul 24 '24	Sale	117.80	15,000	1,766,972	2,239,015	Jul 26 07:00 PM
AFEYAN NOUBAR	Director	Jul 17 '24	Sale	122.84	15,000	1,842,651	2,254,015	Jul 19 07:00 PM
Hoge Stephen	President	Jul 15 '24	Sale	121.12	15,000	1,816,800	1,442,089	Jul 16 04:08 PM
AFEYAN NOUBAR	Director	Jul 10 '24	Sale	117.08	15,000	1,756,177	2,269,015	Jul 12 07:00 PM
Mock James M	Chief Financial Officer	Jul 08 '24	Sale	118.24	689	81,465	7,269	Jul 09 04:34 PM
AFEYAN NOUBAR	Director	Jun 26 '24	Sale	127.22	15,000	1,908,293	2,284,015	Jun 28 07:00 PM
AFEYAN NOUBAR	Director	Jun 18 '24	Sale	133.57	15,000	2,003,561	2,299,015	Jun 21 07:00 PM
Hoge Stephen	President	Jun 17 '24	Sale	138.16	15,000	2,072,400	1,457,089	Jun 18 04:05 PM
AFEYAN NOUBAR	Director	Jun 12 '24	Sale	147.20	15,000	2,208,071	2,314,015	Jun 14 07:00 PM
AFEYAN NOUBAR	Director	Jun 11 '24	Sale	148.34	202,832	30,087,339	1,528,557	Jun 11 07:01 PM
Klinger Shannon Thyme	Chief Legal Officer	Jun 10 '24	Sale	148.09	5,178	766,785	15,947	Jun 11 04:05 PM
AFEYAN NOUBAR	Director	Jun 05 '24	Sale	151.25	15,000	2,268,804	1,946,931	Jun 07 07:00 PM
Mock James M	Chief Financial Officer	Jun 03 '24	Sale	140.72	691	97,237	6,506	Jun 04 05:27 PM
Hoge Stephen	President	Jun 03 '24	Sale	140.72	339	47,704	1,472,089	Jun 04 05:20 PM
Klinger Shannon Thyme	Chief Legal Officer	Jun 03 '24	Sale	140.72	122	17,168	10,878	Jun 04 05:12 PM
AFEYAN NOUBAR	Director	May 29 '24	Sale	145.08	20,000	2,901,585	1,961,931	May 31 07:00 PM
Mock James M	Chief Financial Officer	May 29 '24	Sale	144.50	183	26,444	5,871	May 30 04:36 PM
Klinger Shannon Thyme	Chief Legal Officer	May 29 '24	Sale	144.50	183	26,444	10,768	May 30 04:27 PM
Hoge Stephen	President	May 29 '24	Sale	144.50	341	49,276	1,471,777	May 30 04:14 PM
Mock James M	Chief Financial Officer	May 28 '24	Sale	162.47	648	105,283	5,726	May 29 04:16 PM
Klinger Shannon Thyme	Chief Legal Officer	May 28 '24	Sale	162.47	1,296	210,566	10,623	May 29 04:12 PM
AFEYAN NOUBAR	Director	May 22 '24	Sale	157.57	15,000	2,363,556	1,981,931	May 24 07:00 PM
AFEYAN NOUBAR	Director	May 15 '24	Sale	127.32	15,000	1,909,863	1,996,931	May 17 07:00 PM
Hoge Stephen	President	May 15 '24	Sale	127.49	15,000	1,912,350	1,471,508	May 17 04:04 PM
Hoge Stephen	President	May 10 '24	Sale	120.96	255	30,844	1,486,508	May 13 04:03 PM
AFEYAN NOUBAR	Director	May 08 '24	Sale	121.68	15,000	1,825,220	2,011,931	May 10 07:00 PM
AFEYAN NOUBAR	Director	May 01 '24	Sale	110.92	15,000	1,663,855	2,026,931	May 03 07:00 PM
AFEYAN NOUBAR	Director	Apr 24 '24	Sale	108.32	15,000	1,624,836	2,041,931	Apr 26 07:00 PM
AFEYAN NOUBAR	Director	Apr 17 '24	Sale	103.38	15,000	1,550,703	2,056,931	Apr 19 07:00 PM
Hoge Stephen	President	Apr 15 '24	Sale	105.02	15,000	1,575,300	1,486,241	Apr 16 04:23 PM
AFEYAN NOUBAR	Director	Apr 10 '24	Sale	107.12	15,000	1,606,865	2,071,931	Apr 12 07:00 PM
Mock James M	Chief Financial Officer	Apr 08 '24	Sale	101.93	705	71,859	5,048	Apr 09 04:09 PM
AFEYAN NOUBAR	Director	Apr 03 '24	Sale	101.68	15,000	1,525,268	2,086,931	Apr 05 07:00 PM
AFEYAN NOUBAR	Director	Mar 27 '24	Sale	109.06	15,000	1,635,864	2,101,931	Mar 29 07:00 PM
AFEYAN NOUBAR	Director	Mar 20 '24	Sale	102.39	15,000	1,535,820	2,116,931	Mar 22 07:00 PM
Hoge Stephen	President	Mar 15 '24	Sale	103.17	15,000	1,547,550	1,501,241	Mar 19 04:39 PM
AFEYAN NOUBAR	Director	Mar 13 '24	Sale	108.54	15,000	1,628,031	2,131,931	Mar 15 07:00 PM
Klinger Shannon Thyme	Chief Legal Officer	Mar 08 '24	Sale	99.05	544	53,884	9,267	Mar 11 09:05 AM
Klinger Shannon Thyme	Chief Legal Officer	Mar 04 '24	Sale	94.34	117	11,038	8,673	Mar 05 05:56 PM
Hoge Stephen	President	Mar 04 '24	Sale	94.34	309	29,151	1,516,241	Mar 05 05:52 PM
Mock James M	Chief Financial Officer	Feb 29 '24	Sale	94.57	647	61,188	4,300	Mar 01 05:33 PM
Klinger Shannon Thyme	Chief Legal Officer	Feb 29 '24	Sale	94.57	670	63,363	8,557	Mar 01 05:29 PM
Hoge Stephen	President	Feb 29 '24	Sale	94.57	2,388	225,838	1,515,898	Mar 01 05:25 PM
Hoge Stephen	President	Feb 22 '24	Sale	100.00	15,000	1,500,000	1,513,433	Feb 23 04:04 PM
Hoge Stephen	President	Feb 16 '24	Sale	88.88	10,542	936,981	1,528,433	Feb 16 04:19 PM
Bancel Stephane	Chief Executive Officer	Feb 16 '24	Sale	88.88	26,351	2,342,098	5,460,224	Feb 16 04:10 PM
Hoge Stephen	President	Feb 12 '24	Sale	86.23	304	26,214	1,516,281	Feb 13 04:13 PM
Hoge Stephen	President	Jan 16 '24	Sale	103.90	15,000	1,558,500	1,516,063	Jan 17 04:12 PM
Mock James M	Chief Financial Officer	Jan 08 '24	Sale	109.75	772	84,731	3,632	Jan 09 04:08 PM
Hoge Stephen	President	Dec 27 '23	Sale	100.01	45,000	4,500,450	1,531,063	Dec 28 08:00 AM
Klinger Shannon Thyme	Chief Legal Officer	Dec 08 '23	Sale	79.09	563	44,525	7,912	Dec 11 04:03 PM
Garay Arpa	Chief Commercial Officer	Dec 06 '23	Sale	78.34	564	44,182	3,690	Dec 07 04:21 PM
Klinger Shannon Thyme	Chief Legal Officer	Dec 04 '23	Sale	79.31	111	8,804	7,336	Dec 05 04:10 PM
Hoge Stephen	President	Dec 04 '23	Sale	79.31	309	24,508	1,576,063	Dec 05 04:07 PM
Hoge Stephen	President	Nov 29 '23	Sale	79.81	1,136	90,666	1,575,721	Nov 30 04:11 PM
Hoge Stephen	President	Nov 10 '23	Sale	68.76	263	18,084	1,574,446	Nov 13 04:02 PM
AFEYAN NOUBAR	Director	Nov 01 '23	Sale	76.00	10,000	760,032	2,146,931	Nov 03 07:00 PM
AFEYAN NOUBAR	Director	Oct 25 '23	Sale	76.99	10,000	769,854	2,156,931	Oct 27 07:00 PM
AFEYAN NOUBAR	Director	Oct 11 '23	Sale	103.30	15,000	1,549,441	2,166,931	Oct 13 07:00 PM
Mock James M	Chief Financial Officer	Oct 06 '23	Sale	102.50	2,858	292,953	2,952	Oct 10 04:51 PM
AFEYAN NOUBAR	Director	Oct 04 '23	Sale	102.72	15,000	1,540,845	2,181,931	Oct 06 07:02 PM
AFEYAN NOUBAR	Director	Sep 27 '23	Sale	98.96	10,000	989,646	2,196,931	Sep 29 07:00 PM
AFEYAN NOUBAR	Director	Sep 20 '23	Sale	104.74	15,000	1,571,090	2,206,931	Sep 22 07:00 PM
Hoge Stephen	President	Sep 15 '23	Sale	112.99	15,000	1,694,850	1,574,187	Sep 18 04:06 PM
AFEYAN NOUBAR	Director	Sep 13 '23	Sale	109.70	15,000	1,645,522	2,221,931	Sep 15 07:00 PM
Klinger Shannon Thyme	Chief Legal Officer	Sep 08 '23	Sale	107.22	557	59,722	7,215	Sep 11 04:02 PM

Open in Screener

ZM

Zoom Video Communications Inc

Sep 06 • 04:00PM ET

67.18

Dollar change -0.05
Percentage change -0.07	%

Technology • Software - Application • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

ZM Zoom Video Communications Inc daily Stock Chart

Held by: VTI COWZ VO VXF VTV VGT FDN IWR VOT VOE

Index	-	P/E	24.07	EPS (ttm)	2.79	Insider Own	15.03%	Shs Outstand	307.79M	Perf Week	-3.95%
Market Cap	20.68B	Forward P/E	12.69	EPS next Y	5.29	Insider Trans	-0.65%	Shs Float	261.54M	Perf Month	20.57%
Income	875.37M	PEG	16.04	EPS next Q	1.31	Inst Own	59.24%	Short Float	3.16%	Perf Quarter	6.45%
Sales	4.59B	P/S	4.51	EPS this Y	2.33%	Inst Trans	-0.54%	Short Ratio	2.32	Perf Half Y	0.22%
Book/sh	27.68	P/B	2.43	EPS next Y	-0.70%	ROA	9.01%	Short Interest	8.25M	Perf Year	-9.22%
Cash/sh	24.46	P/C	2.75	EPS next 5Y	1.50%	ROE	11.27%	52W Range	55.06 - 74.82	Perf YTD	-6.58%
Dividend Est.	-	P/FCF	12.02	EPS past 5Y	-	ROI	10.22%	52W High	-10.21%	Beta	-0.04
Dividend TTM	-	Quick Ratio	4.45	Sales past 5Y	95.81%	Gross Margin	74.59%	52W Low	22.01%	ATR (14)	1.80
Dividend Ex-Date	-	Current Ratio	4.45	EPS Y/Y TTM	508.08%	Oper. Margin	17.80%	RSI (14)	60.89	Volatility	2.42% 2.74%
Employees	7420	Debt/Eq	0.01	Sales Y/Y TTM	2.76%	Profit Margin	19.08%	Recom	2.56	Target Price	74.78
Option/Short	Yes / Yes	LT Debt/Eq	0.00	EPS Q/Q	17.25%	Payout	0.00%	Rel Volume	0.76	Prev Close	67.23
Sales Surprise	1.20%	EPS Surprise	14.44%	Sales Q/Q	2.09%	Earnings	Aug 21 AMC	Avg Volume	3.55M	Price	67.18
SMA20	5.63%	SMA50	11.11%	SMA200	4.89%	Trades		Volume	2,708,584	Change	-0.07%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-18-24	Upgrade	Rosenblatt	Neutral → Buy	$75
Mar-19-24	Initiated	Jefferies	Hold	$70
Jan-18-24	Downgrade	Exane BNP Paribas	Neutral → Underperform	$60
Dec-20-23	Downgrade	Wells Fargo	Equal Weight → Underweight	$70
Nov-17-23	Upgrade	Citigroup	Sell → Neutral	$66
Sep-15-23	Initiated	HSBC Securities	Buy	$83
May-23-23	Upgrade	MoffettNathanson	Underperform → Market Perform	$85
Mar-24-23	Initiated	Rosenblatt	Neutral	$75
Jan-23-23	Downgrade	MKM Partners	Buy → Neutral	$100 → $75
Dec-15-22	Initiated	Wedbush	Neutral	$80
Oct-11-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$130 → $90
Oct-07-22	Downgrade	JP Morgan	Overweight → Neutral	$295 → $85
Sep-23-22	Initiated	Credit Suisse	Neutral	$83
Sep-22-22	Initiated	MoffettNathanson	Sell	$86
Sep-13-22	Initiated	KeyBanc Capital Markets	Sector Weight
Aug-26-22	Downgrade	Argus	Buy → Hold
Aug-23-22	Downgrade	BTIG Research	Buy → Neutral
Aug-16-22	Downgrade	Citigroup	Neutral → Sell	$91
Aug-04-22	Initiated	MKM Partners	Buy	$135
Jul-20-22	Initiated	Bernstein	Mkt Perform	$122

Show Previous Ratings

Sep-03-24 03:32AM	10 Stocks Jim Cramer Can't Stop Talking About (Insider Monkey)
Sep-01-24 06:30AM	This Incredibly Cheap Artificial Intelligence (AI) Stock Soared 17% Since Aug. 21. Is It Still Worth Buying Hand Over Fist? (Motley Fool)
Aug-29-24 09:00AM	Investors Heavily Search Zoom Video Communications, Inc. (ZM): Here is What You Need to Know (Zacks)
Aug-28-24 09:54AM	How Can Zoom Grow? (Motley Fool)
09:50AM	Why Zoom Video Communications (ZM) is a Top Momentum Stock for the Long-Term (Zacks)
09:27AM	Loading…
Aug-27-24 09:27AM	Zoom Proves It Is More Than A Pandemic-Only Wonder An Impressive Quarterly Report (Benzinga)
Aug-26-24 09:15AM	Don't Overlook Zoom Video (ZM) International Revenue Trends While Assessing the Stock (Zacks)
09:00AM	Zoom Appoints Mike Fenger to Board of Directors (GlobeNewswire)
08:45AM	Is Zoom Stock A Buy With Improved Technical Ratings? (Investor's Business Daily)
05:15AM	Artificial Intelligence Powers Zoom. Is Now a Golden Opportunity to Buy the Stock? (Motley Fool)
Aug-24-24 08:03AM	Cathie Wood unloads $6 million of Zoom Video Communications (TheStreet)
01:02AM	Decoding Zoom Video Communications Inc (ZM): A Strategic SWOT Insight (GuruFocus.com)
Aug-23-24 04:13AM	A Look Back at Video Conferencing Stocks Q2 Earnings: 8x8 (NASDAQ:EGHT) Vs The Rest Of The Pack (StockStory)
01:06AM	Analysts revise Zoom stock price target after earnings (TheStreet)
Aug-22-24 06:45PM	The Stock of This Pandemic Era Winner Surged 13% on Thursday Here's Why (Investopedia) +12.97%
06:35PM	Loading…
06:35PM	Analyst Report: Zoom Video Communications, Inc. (Morningstar Research)
04:12PM	These Stocks Moved the Most Today: Snowflake, Charles Schwab, Advance Auto Parts, Peloton, Zoom Video, DJT, Urban Outfitters, and More (Barrons.com)
04:11PM	Zoom Earnings Beat Views. Zoom Stock Jumps As Revenue Inflection Eyed. (Investor's Business Daily)
12:23PM	These Stocks Are Moving the Most Today: Snowflake, Charles Schwab, Advance Auto Parts, Peloton, Zoom Video, DJT, Urban Outfitters, and More (Barrons.com)
11:19AM	Why Is Zoom (ZM) Stock Rocketing Higher Today (StockStory)
10:22AM	Q2 2025 Zoom Video Communications Inc Earnings Call (Thomson Reuters StreetEvents)
09:59AM	Zoom jumps on earnings, raises full-year revenue outlook (Yahoo Finance Video)
09:46AM	Stocks to Watch Thursday: Snowflake, Baidu, Zoom Video, Paramount (The Wall Street Journal)
07:15AM	Feds Jackson Hole symposium begins, Peloton reports: Yahoo Finance (Yahoo Finance Video)
Aug-21-24 09:15PM	Zoom Video Communications (ZM) Q2 2025 Earnings Call Transcript (Motley Fool)
08:53PM	ZM Stock Earnings: Zoom Video Comms Beats EPS, Beats Revenue for Q2 2025 (InvestorPlace)
07:11PM	Zoom Video Stock Is Up After Company Lifts Guidance. Heres How It Plans to Grow. (Barrons.com)
06:00PM	Compared to Estimates, Zoom Video (ZM) Q2 Earnings: A Look at Key Metrics (Zacks)
05:55PM	Markets undeterred by jobs revisions, Zoom earnings beat: Market Domination Overtime (Yahoo Finance Video)
05:20PM	Zoom Projects Better-Than-Expected Sales on New Products (Bloomberg)
05:20PM	Loading…
05:20PM	Zoom Video Communications (ZM) Q2 Earnings and Revenues Surpass Estimates (Zacks)
04:39PM	Zoom earnings top estimates, raises full-year revenue outlook (Yahoo Finance Video)
04:16PM	Zoom Video: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:12PM	Zooms (NASDAQ:ZM) Q2 Sales Beat Estimates, Guidance Also Solid (StockStory)
04:10PM	Zoom raises annual revenue forecast on strong demand for its AI-powered products (Reuters)
04:05PM	Zoom Video Communications Reports Financial Results for the Second Quarter of Fiscal Year 2025 (GlobeNewswire)
Aug-20-24 09:21AM	Zoom Video (ZM) Upgrades Webinars to Host 1 Million Attendees (Zacks)
03:01AM	Zoom (ZM) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Aug-19-24 09:00AM	Zoom unveils groundbreaking 1 million attendee capability for Zoom Webinars (GlobeNewswire)
08:45AM	Zoom Video Earnings Due. Will Stronger Revenue Growth Finally Kick In? (Investor's Business Daily)
Aug-18-24 07:00AM	What To Expect in the Markets This Week (Investopedia)
Aug-16-24 09:15AM	Exploring Analyst Estimates for Zoom Video (ZM) Q2 Earnings, Beyond Revenue and EPS (Zacks)
08:35AM	Zoom Video (ZM) to Report Q2 Earnings: What's in the Cards? (Zacks)
Aug-15-24 12:52PM	NIST Unveils New Encryption Algorithms: How Tech Companies Are Leading the Quantum Charge (PR Newswire)
Aug-14-24 05:45PM	Zoom Video Communications (ZM) Outperforms Broader Market: What You Need to Know (Zacks)
Aug-11-24 11:00AM	The Top 3 Undervalued Stocks to Buy for Growth in Q3 2024 (InvestorPlace)
Aug-08-24 05:45PM	Zoom Video Communications (ZM) Gains But Lags Market: What You Should Know (Zacks)
12:07PM	3 Tech Stocks to Sell in August Before They Crash & Burn (InvestorPlace)
Aug-07-24 09:00AM	Zoom Video Communications, Inc. (ZM) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Aug-05-24 09:00AM	AI-first Zoom Docs debuts on Zoom Workplace, enhancing meeting effectiveness and transforming team collaboration, document creation, and project planning (GlobeNewswire)
Aug-02-24 05:45PM	Zoom Video Communications (ZM) Stock Moves -0.81%: What You Should Know (Zacks)
09:55AM	Wall Street Analysts See a 25.84% Upside in Zoom Video (ZM): Can the Stock Really Move This High? (Zacks)
Jul-31-24 04:05PM	Zoom to Release Financial Results for the Second Quarter of Fiscal Year 2025 (GlobeNewswire)
11:55AM	Zoom Showcases Innovative Customer Experience Solutions at CEM Africa 2024 (Business Wire)
Jul-30-24 06:31AM	7 Cloud Stocks to Sell Before You Regret It (InvestorPlace)
Jul-26-24 05:45PM	Zoom Video Communications (ZM) Rises But Trails Market: What Investors Should Know (Zacks)
02:01PM	Zoom Video Communications Faces Major Sell-Off in Cathie Wood's Latest Portfolio Update (GuruFocus.com)
04:02AM	Winners And Losers Of Q1: 8x8 (NASDAQ:EGHT) Vs The Rest Of The Video Conferencing Stocks (StockStory)
Jul-24-24 09:00AM	Zoom Video Communications, Inc. (ZM) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
05:35AM	2 Reasons to Buy Zoom Video Communications Stock (and 1 Big Reason to Sell) (Motley Fool)
Jul-22-24 01:00PM	Warning! 3 Stocks to Sell Before Losses Compound. (InvestorPlace)
Jul-20-24 07:00AM	Can Zoom Video Communications Stock Outperform the S&P 500 Over the Next 5 Years? Here's What It Would Take. (Motley Fool)
06:34AM	If You Can Only Buy One Nasdaq Stock in July, It Better Be One of These 3 Names (InvestorPlace)
Jul-19-24 05:45PM	Zoom Video Communications (ZM) Stock Moves -0.47%: What You Should Know (Zacks)
Jul-18-24 05:50PM	Zoom Video Communications (ZM) Ascends While Market Falls: Some Facts to Note (Zacks)
Jul-17-24 03:21AM	A Look Back at Video Conferencing Stocks' Q1 Earnings: RingCentral (NYSE:RNG) Vs The Rest Of The Pack (StockStory)
Jul-16-24 09:55AM	Wall Street Analysts Think Zoom Video (ZM) Could Surge 27.69%: Read This Before Placing a Bet (Zacks)
07:30AM	3 Millionaire-Making AI Stocks Set to Ride The Trend for the Long Run (InvestorPlace)
03:22AM	Winners And Losers Of Q1: Five9 (NASDAQ:FIVN) Vs The Rest Of The Video Conferencing Stocks (StockStory)
Jul-15-24 07:17PM	Cathie Wood sells $25 million of a lagging tech stock (TheStreet)
Jul-12-24 05:45PM	Zoom Video Communications (ZM) Rises Higher Than Market: Key Facts (Zacks)
Jul-11-24 09:00AM	Investors Heavily Search Zoom Video Communications, Inc. (ZM): Here is What You Need to Know (Zacks)
Jul-09-24 07:00AM	3 Doomed Stocks on the Verge of Collapse (InvestorPlace)
06:15AM	Sell Now or Regret Later: 3 Stocks to Dump in July (InvestorPlace)
Jul-08-24 05:50PM	Zoom Video Communications (ZM) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
Jul-05-24 01:14PM	3 Tech Value Traps That Are Actually Screaming Buys (InvestorPlace)
Jul-02-24 04:00PM	3 Social Media Stocks You Can Retire On (InvestorPlace)
02:45PM	Is Zoom Video A Buy Or Sell Amid Microsoft, AI Competition? (Investor's Business Daily)
Jul-01-24 03:36PM	3 Growth Stocks to Sell in July Before They Crash & Burn (InvestorPlace)
Jun-27-24 10:05PM	20 Most Technologically Advanced Cities in the US (Insider Monkey)
09:00AM	Here is What to Know Beyond Why Zoom Video Communications, Inc. (ZM) is a Trending Stock (Zacks)
Jun-26-24 06:15AM	You've Been Warned! 3 Metaverse Stocks to Buy Now or Regret Forever (InvestorPlace)
Jun-25-24 05:45PM	Zoom Video Communications (ZM) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
Jun-24-24 12:33PM	The 7 Smartest Cathie Wood Stocks to Buy With $10K Right Now (InvestorPlace)
Jun-22-24 08:03AM	Cathie Wood sells $13 million of a struggling tech stock (TheStreet)
Jun-21-24 10:52AM	3 Stocks to Sell Faster Than the Market Can Say Crash' (InvestorPlace)
09:00AM	Smoke and Mirrors: 3 Stocks Whose True Value Is a Mere Illusion (InvestorPlace)
Jun-19-24 01:23PM	3 Stocks You Don't Want to Be Caught Holding When the Market Drops (InvestorPlace)
11:30AM	Why Is Zoom Video (ZM) Down 12% Since Last Earnings Report? (Zacks)
Jun-18-24 08:00AM	Avoid a June Surprise: 3 Stocks to Sell Before They Plummet (InvestorPlace)
Jun-17-24 08:15AM	Is Zoom Video A Buy As Microsoft Unbundles Teams, Office Tools? (Investor's Business Daily)
06:16AM	Shhh! 3 Growth Stocks That Could Be the Market's Best-Kept Secrets (InvestorPlace)
Jun-13-24 09:00AM	Zoom Video Communications, Inc. (ZM) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Jun-12-24 12:30PM	7 Struggling Stocks to Sell Before July 2024 (InvestorPlace)
Jun-10-24 02:17PM	7 Cash-Cow Stocks Making Money Hand Over Fist (InvestorPlace)
Jun-03-24 02:05PM	The 3 Most Undervalued Cathie Wood Stocks to Buy in June 2024 (InvestorPlace)
May-31-24 11:07AM	ETF Traps: 3 Funds That Promise Much But Deliver Little (InvestorPlace)
May-30-24 10:00AM	Zoom Offers Value in the Expensive Tech Sector (GuruFocus.com)
09:00AM	Zoom Video Communications, Inc. (ZM) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
May-29-24 08:14AM	Q1 Video Conferencing Earnings: Zoom (NASDAQ:ZM) Earns Top Marks (StockStory)

Zoom Video Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Bawa Aparna	Chief Operating Officer	Sep 04 '24	Option Exercise	0.00	1,711	0	3,689	Sep 06 08:57 PM
Bawa Aparna	Chief Operating Officer	Sep 05 '24	Sale	68.09	880	59,919	2,809	Sep 06 08:57 PM
Yuan Eric S.	Chief Executive Officer	Sep 04 '24	Sale	68.38	2,420	165,487	85,514	Sep 06 08:55 PM
Yuan Eric S.	Chief Executive Officer	Sep 05 '24	Sale	67.69	2,420	163,811	83,094	Sep 06 08:55 PM
Steckelberg Kelly	Chief Financial Officer	Sep 04 '24	Sale	68.44	8,901	609,187	0	Sep 06 08:54 PM
Aparna Bawa	Officer	Sep 05 '24	Proposed Sale	68.09	880	59,919		Sep 05 09:58 PM
Steckelberg Kelly	Chief Financial Officer	Aug 21 '24	Sale	59.70	5,013	299,298	0	Aug 23 06:54 PM
Steckelberg Kelly	Chief Financial Officer	Aug 07 '24	Sale	56.64	5,007	283,601	0	Aug 09 06:29 PM
Yuan Eric S.	Chief Executive Officer	Aug 06 '24	Sale	56.13	2,420	135,836	87,934	Aug 07 09:04 PM
Yuan Eric S.	Chief Executive Officer	Aug 05 '24	Sale	56.12	2,420	135,801	90,354	Aug 07 09:04 PM
Steckelberg Kelly	Chief Financial Officer	Jul 24 '24	Sale	58.64	5,007	293,612	0	Jul 26 06:39 PM
Bawa Aparna	Chief Operating Officer	Jul 18 '24	Sale	56.81	10,332	586,964	1,978	Jul 19 07:10 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Jul 08 '24	Option Exercise	0.00	6,328	0	86,064	Jul 10 09:20 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Jul 09 '24	Option Exercise	0.00	20,751	0	101,251	Jul 10 09:20 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Jul 10 '24	Sale	56.70	12,959	734,775	80,500	Jul 10 09:20 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Jul 09 '24	Sale	57.15	3,272	186,995	82,792	Jul 10 09:20 PM
Bawa Aparna	Chief Operating Officer	Jul 08 '24	Option Exercise	0.00	21,392	0	23,370	Jul 10 08:53 PM
Bawa Aparna	Chief Operating Officer	Jul 09 '24	Sale	57.15	11,060	632,079	12,310	Jul 10 08:53 PM
Yuan Eric S.	Chief Executive Officer	Jul 08 '24	Option Exercise	0.00	68,454	0	151,494	Jul 10 08:52 PM
Yuan Eric S.	Chief Executive Officer	Jul 09 '24	Sale	57.14	37,810	2,160,586	113,684	Jul 10 08:52 PM
Yuan Eric S.	Chief Executive Officer	Jul 10 '24	Sale	56.20	20,910	1,175,141	92,774	Jul 10 08:52 PM
Steckelberg Kelly	Chief Financial Officer	Jul 08 '24	Option Exercise	0.00	33,218	0	135,758	Jul 10 08:50 PM
Steckelberg Kelly	Chief Financial Officer	Jul 09 '24	Sale	57.15	14,397	822,789	121,361	Jul 10 08:50 PM
Steckelberg Kelly	Chief Financial Officer	Jul 10 '24	Sale	56.23	5,007	281,530	0	Jul 10 08:50 PM
Crehan Shane	Chief Accounting Officer	Jul 05 '24	Option Exercise	0.00	4,860	0	4,860	Jul 09 09:44 PM
Crehan Shane	Chief Accounting Officer	Jul 08 '24	Sale	58.26	2,493	145,242	2,367	Jul 09 09:44 PM
Crehan Shane	Chief Accounting Officer	Jul 09 '24	Sale	57.15	2,367	135,274	0	Jul 09 09:44 PM
Steckelberg Kelly	Chief Financial Officer	Jun 26 '24	Sale	57.59	5,007	288,352	0	Jun 28 06:23 PM
Bawa Aparna	Chief Operating Officer	Jun 18 '24	Sale	56.81	836	47,493	1,978	Jun 20 05:48 PM
Crehan Shane	Chief Accounting Officer	Jun 13 '24	Sale	60.25	363	21,871	0	Jun 14 06:47 PM
Hoots Cindy L	Director	Jun 12 '24	Option Exercise	0.00	4,089	0	5,682	Jun 14 06:45 PM
Subotovsky Santiago	Director	Jun 12 '24	Option Exercise	0.00	4,089	0	158,548	Jun 14 06:44 PM
McDermott William R	Director	Jun 12 '24	Option Exercise	0.00	4,089	0	7,154	Jun 14 06:42 PM
Napolitano Janet	Director	Jun 12 '24	Option Exercise	0.00	4,089	0	7,461	Jun 14 06:41 PM
Gassner Peter P	Director	Jun 12 '24	Option Exercise	0.00	4,089	0	8,383	Jun 14 06:40 PM
McMaster Herbert Raymond	Director	Jun 12 '24	Option Exercise	0.00	4,089	0	7,040	Jun 14 06:39 PM
Chadwick Jonathan	Director	Jun 12 '24	Option Exercise	0.00	128	0	1,514	Jun 14 06:37 PM
Scheinman Daniel	Director	Jun 12 '24	Option Exercise	0.00	4,089	0	5,969	Jun 14 06:36 PM
Steckelberg Kelly	Chief Financial Officer	Jun 12 '24	Sale	61.43	5,007	307,565	0	Jun 14 06:35 PM
Crehan Shane	Chief Accounting Officer	Jun 09 '24	Option Exercise	0.00	3,013	0	3,013	Jun 11 07:51 PM
Crehan Shane	Chief Accounting Officer	Jun 09 '24	Sale	62.42	1,538	96,003	1,475	Jun 11 07:51 PM
Crehan Shane	Chief Accounting Officer	Jun 11 '24	Sale	62.99	1,475	92,910	0	Jun 11 07:51 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Jun 09 '24	Option Exercise	0.00	7,031	0	84,876	Jun 11 07:49 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Jun 09 '24	Sale	62.42	3,589	224,027	81,287	Jun 11 07:49 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Jun 11 '24	Sale	62.99	1,551	97,697	79,736	Jun 11 07:49 PM
Chadwick Jonathan	Director	Jun 07 '24	Option Exercise	0.00	126	0	1,386	Jun 11 07:47 PM
Bawa Aparna	Chief Operating Officer	Jun 04 '24	Option Exercise	0.00	1,710	0	3,688	Jun 06 08:38 PM
Bawa Aparna	Chief Operating Officer	Jun 04 '24	Sale	61.78	874	53,996	2,814	Jun 06 08:38 PM
Yuan Eric S.	Chief Executive Officer	Jun 03 '24	Sale	61.80	2,420	149,551	85,460	Jun 05 06:24 PM
Yuan Eric S.	Chief Executive Officer	Jun 04 '24	Sale	61.67	2,420	149,247	83,040	Jun 05 06:24 PM
Steckelberg Kelly	Chief Financial Officer	May 29 '24	Sale	61.58	5,007	308,332	0	May 31 06:23 PM
Steckelberg Kelly	Chief Financial Officer	May 15 '24	Sale	63.36	5,007	317,231	0	May 17 06:20 PM
Yuan Eric S.	Chief Executive Officer	May 07 '24	Sale	62.11	2,420	150,317	87,880	May 08 06:50 PM
Yuan Eric S.	Chief Executive Officer	May 06 '24	Sale	61.82	2,420	149,594	90,300	May 08 06:50 PM
Steckelberg Kelly	Chief Financial Officer	May 01 '24	Sale	61.42	5,007	307,519	0	May 03 06:28 PM
Bawa Aparna	Chief Operating Officer	Apr 18 '24	Sale	60.18	21,968	1,322,027	1,978	Apr 22 06:40 PM
Steckelberg Kelly	Chief Financial Officer	Apr 17 '24	Sale	59.36	5,007	297,203	0	Apr 19 06:19 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Apr 10 '24	Sale	62.22	13,876	863,320	77,845	Apr 12 06:15 PM
Yuan Eric S.	Chief Executive Officer	Apr 10 '24	Sale	61.98	27,963	1,733,129	95,140	Apr 12 06:13 PM
Yuan Eric S.	Chief Executive Officer	Apr 11 '24	Sale	62.45	2,420	151,123	92,720	Apr 12 06:13 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Apr 08 '24	Option Exercise	0.00	37,671	0	114,681	Apr 09 08:33 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Apr 06 '24	Option Exercise	0.00	10,388	0	82,344	Apr 09 08:33 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Apr 09 '24	Sale	62.97	3,791	238,719	91,721	Apr 09 08:33 PM
Crehan Shane	Chief Accounting Officer	Apr 06 '24	Option Exercise	0.00	3,463	0	6,556	Apr 09 08:31 PM
Crehan Shane	Chief Accounting Officer	Apr 05 '24	Option Exercise	0.00	4,861	0	4,861	Apr 09 08:31 PM
Crehan Shane	Chief Accounting Officer	Apr 09 '24	Sale	62.97	5,099	321,084	0	Apr 09 08:31 PM
Bawa Aparna	Chief Operating Officer	Apr 08 '24	Option Exercise	0.00	34,439	0	41,471	Apr 09 08:29 PM
Bawa Aparna	Chief Operating Officer	Apr 06 '24	Option Exercise	0.00	10,388	0	12,366	Apr 09 08:29 PM
Steckelberg Kelly	Chief Financial Officer	Apr 08 '24	Option Exercise	0.00	33,217	0	116,364	Apr 09 08:28 PM
Steckelberg Kelly	Chief Financial Officer	Apr 06 '24	Option Exercise	0.00	10,388	0	87,623	Apr 09 08:28 PM
Yuan Eric S.	Chief Executive Officer	Apr 08 '24	Option Exercise	0.00	68,453	0	157,932	Apr 09 08:26 PM
Yuan Eric S.	Chief Executive Officer	Apr 06 '24	Option Exercise	0.00	13,851	0	96,591	Apr 09 08:26 PM
Steckelberg Kelly	Chief Financial Officer	Apr 03 '24	Sale	63.39	5,007	317,410	0	Apr 05 05:34 PM
Subotovsky Santiago	Director	Apr 01 '24	Sale	65.38	1,100	71,919	154,459	Apr 03 07:33 PM
Steckelberg Kelly	Chief Financial Officer	Mar 20 '24	Sale	66.46	5,007	332,764	0	Mar 21 07:47 PM
Bawa Aparna	Chief Operating Officer	Mar 18 '24	Sale	66.60	816	54,342	1,978	Mar 20 05:18 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Mar 09 '24	Option Exercise	0.00	7,030	0	77,091	Mar 12 07:17 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Mar 12 '24	Sale	70.00	1,553	108,710	71,956	Mar 12 07:17 PM
Crehan Shane	Chief Accounting Officer	Mar 09 '24	Option Exercise	0.00	3,013	0	3,013	Mar 12 07:15 PM
Crehan Shane	Chief Accounting Officer	Mar 12 '24	Sale	70.00	1,931	135,170	0	Mar 12 07:15 PM
Chadwick Jonathan	Director	Mar 07 '24	Option Exercise	0.00	126	0	1,260	Mar 11 07:25 PM
Steckelberg Kelly	Chief Financial Officer	Mar 06 '24	Sale	67.08	5,007	335,866	0	Mar 08 06:03 PM
Subotovsky Santiago	Director	Mar 04 '24	Sale	69.83	2,067	144,343	155,559	Mar 06 07:50 PM
Bawa Aparna	Chief Operating Officer	Mar 04 '24	Option Exercise	0.00	1,711	0	3,689	Mar 06 07:48 PM
Yuan Eric S.	Chief Executive Officer	Mar 04 '24	Sale	69.84	2,420	169,025	85,160	Mar 06 07:47 PM
Yuan Eric S.	Chief Executive Officer	Mar 05 '24	Sale	67.01	2,420	162,173	82,740	Mar 06 07:47 PM
Subotovsky Santiago	Director	Feb 09 '24	Sale	65.88	2,067	136,180	157,626	Feb 13 07:34 PM
Yuan Eric S.	Chief Executive Officer	Feb 05 '24	Sale	63.69	2,421	154,186	90,001	Feb 07 07:46 PM
Yuan Eric S.	Chief Executive Officer	Feb 06 '24	Sale	63.63	2,421	154,039	87,580	Feb 07 07:46 PM
Bawa Aparna	Chief Operating Officer	Jan 18 '24	Sale	67.00	19,207	1,286,778	1,978	Jan 22 07:38 PM
Crehan Shane	Chief Accounting Officer	Jan 11 '24	Sale	68.34	4,480	306,163	0	Jan 16 08:00 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Jan 08 '24	Option Exercise	0.00	37,671	0	102,530	Jan 10 08:47 PM
Sankarlingam Velchamy	Pres. of Engineering & Product	Jan 10 '24	Sale	67.98	15,611	1,061,231	70,061	Jan 10 08:47 PM
Steckelberg Kelly	Chief Financial Officer	Jan 08 '24	Option Exercise	0.00	33,217	0	89,302	Jan 10 08:45 PM
Bawa Aparna	Chief Operating Officer	Jan 08 '24	Option Exercise	0.00	34,437	0	36,415	Jan 10 08:42 PM
Yuan Eric S.	Chief Executive Officer	Jan 08 '24	Option Exercise	0.00	68,455	0	150,725	Jan 10 08:23 PM
Yuan Eric S.	Chief Executive Officer	Jan 10 '24	Sale	68.00	23,540	1,600,647	92,422	Jan 10 08:23 PM
Yuan Eric S.	Chief Executive Officer	Jan 09 '24	Sale	68.42	2,421	165,649	115,962	Jan 10 08:23 PM
Crehan Shane	Chief Accounting Officer	Jan 05 '24	Option Exercise	0.00	4,860	0	6,353	Jan 09 06:58 PM
Subotovsky Santiago	Director	Jan 02 '24	Sale	69.67	2,067	144,015	159,693	Jan 04 06:36 PM

Open in Screener

HEI

Heico Corp.

Sep 06 • 04:00PM ET

249.43

Dollar change -2.45
Percentage change -0.97	%

Industrials • Aerospace & Defense • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VO VXF VTI ITA VUG XAR PPA VOT IWP VIG

Index	-	P/E	73.09	EPS (ttm)	3.41	Insider Own	69.54%	Shs Outstand	54.72M	Perf Week	-2.19%
Market Cap	34.57B	Forward P/E	58.53	EPS next Y	4.26	Insider Trans	-0.13%	Shs Float	42.22M	Perf Month	9.87%
Income	477.85M	PEG	4.01	EPS next Q	0.99	Inst Own	30.21%	Short Float	4.72%	Perf Quarter	10.88%
Sales	3.78B	P/S	9.14	EPS this Y	25.25%	Inst Trans	-0.00%	Short Ratio	5.14	Perf Half Y	32.39%
Book/sh	25.54	P/B	9.76	EPS next Y	16.92%	ROA	7.42%	Short Interest	1.99M	Perf Year	50.20%
Cash/sh	1.46	P/C	170.35	EPS next 5Y	18.23%	ROE	14.81%	52W Range	155.42 - 259.04	Perf YTD	39.45%
Dividend Est.	0.21 (0.08%)	P/FCF	61.99	EPS past 5Y	8.91%	ROI	8.25%	52W High	-3.71%	Beta	1.22
Dividend TTM	0.21 (0.08%)	Quick Ratio	1.47	Sales past 5Y	11.95%	Gross Margin	41.86%	52W Low	60.49%	ATR (14)	6.47
Dividend Ex-Date	Jul 01, 2024	Current Ratio	3.30	EPS Y/Y TTM	18.89%	Oper. Margin	21.16%	RSI (14)	58.61	Volatility	2.60% 2.65%
Employees	9600	Debt/Eq	0.64	Sales Y/Y TTM	43.13%	Profit Margin	12.64%	Recom	1.71	Target Price	262.80
Option/Short	Yes / Yes	LT Debt/Eq	0.64	EPS Q/Q	32.31%	Payout	6.88%	Rel Volume	0.99	Prev Close	251.88
Sales Surprise	-0.31%	EPS Surprise	5.27%	Sales Q/Q	37.26%	Earnings	Aug 26 AMC	Avg Volume	387.79K	Price	249.43
SMA20	2.21%	SMA50	6.26%	SMA200	22.20%	Trades		Volume	382,793	Change	-0.97%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-19-24	Initiated	Barclays	Equal Weight	$250
Jun-04-24	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$178 → $225
Jan-25-24	Upgrade	BofA Securities	Neutral → Buy	$220
Dec-20-23	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$184 → $174
Dec-12-23	Initiated	William Blair	Outperform
Dec-01-23	Initiated	Stifel	Buy	$200
Sep-28-23	Initiated	Deutsche Bank	Buy	$192
Aug-18-23	Resumed	Morgan Stanley	Equal-Weight	$184
May-30-23	Upgrade	Vertical Research	Hold → Buy	$191
Dec-12-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$182 → $172
Oct-24-22	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$150 → $175
Oct-12-22	Initiated	Credit Suisse	Outperform	$185
Oct-11-22	Initiated	Wolfe Research	Peer Perform
Sep-19-22	Upgrade	Jefferies	Hold → Buy	$180
Jan-07-22	Upgrade	Truist	Hold → Buy	$135 → $182
Dec-03-21	Initiated	Morgan Stanley	Overweight	$180
Nov-09-21	Initiated	Alembic Global Advisors	Overweight	$169
Oct-22-21	Initiated	RBC Capital Mkts	Sector Perform	$145
Sep-08-21	Upgrade	BofA Securities	Underperform → Neutral	$135
Apr-22-21	Upgrade	Canaccord Genuity	Hold → Buy

Show Previous Ratings

Sep-05-24 05:00PM	Director Frank Schwitter Acquires Shares of Heico Corp (HEI) (GuruFocus.com)
04:50AM	Warren Buffett Recently Bought 8 Stocks. Here's the Best of the Bunch for Income Investors. (Motley Fool)
Sep-04-24 08:00AM	Gabelli Funds to Host 30th Annual Aerospace & Defense Symposium at The Harvard Club, New York City Thursday, September 5, 2024 (GlobeNewswire)
Aug-30-24 05:11PM	Warren Buffett Turns 94 Today Here Are Some of His Investment Rules (Investopedia)
Aug-29-24 01:04AM	Decoding Heico Corp (HEI.A): A Strategic SWOT Insight (GuruFocus.com)
08:00AM	Loading…
Aug-28-24 08:00AM	Gabelli Funds to Host 30th Annual Aerospace & Defense Symposium at The Harvard Club, New York City Thursday, September 5, 2024 (GlobeNewswire)
Aug-27-24 01:16PM	Buffett Favorite Heico Reports Increased Revenue Despite Unit Sales Drop (Investopedia)
12:40PM	Analyst Report: HEICO Corporation (Morningstar Research)
10:53AM	Why Heico Stock Is Falling Today (Motley Fool)
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Aug-26-24 06:00PM	Compared to Estimates, Heico (HEI) Q3 Earnings: A Look at Key Metrics (Zacks)
05:35PM	Heico Corporation (HEI) Q3 Earnings and Revenues Beat Estimates (Zacks)
04:15PM	HEICO Corporation Reports Record Net Sales (Up 37%), Operating Income (Up 45%) and Net Income (Up 34%) for the Third Quarter of Fiscal 2024 (ACCESSWIRE)
08:00AM	Gabelli Funds to Host 30th Annual Aerospace & Defense Symposium at The Harvard Club, New York City (GlobeNewswire)
Aug-25-24 03:01AM	Earnings To Watch: HEICO (HEI) Reports Q2 Results (StockStory)
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Aug-23-24 12:49PM	HEICO (HEI) Buys Capewell's Divisions to Strengthen Operation (Zacks)
Aug-22-24 09:15AM	Exploring Analyst Estimates for Heico (HEI) Q3 Earnings, Beyond Revenue and EPS (Zacks)
08:30AM	HEICO Corporation Acquires Leading Provider of Proprietary Aircraft Cockpit Emergency Egress and Aerial Delivery Solutions (ACCESSWIRE)
Aug-21-24 03:16AM	Heres Why HEICO Corporation (HEI) Surged in Q2 (Insider Monkey)
Aug-20-24 10:00AM	Heico Corporation (HEI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
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Aug-16-24 01:22PM	How Warren Buffett's Berkshire Hathaway Grew Its Cash Pile as It Sold More Stock (Investopedia)
07:20AM	HEICO Corp. (HEI.A) Benefitted from Solid Travel Growth (Insider Monkey)
Aug-15-24 06:58PM	Analyst Report: HEICO Corporation (Morningstar Research)
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07:58AM	Berkshire Buys Ulta Beauty and Heico Stock, Sells Snowflake in Second Quarter (Barrons.com)
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08:06PM	Loading…
Aug-14-24 08:06PM	Warren Buffett Bet On Ulta Beauty, Heico in Q2. See How His Portfolio Changed. (Investopedia)
06:56PM	Berkshire invests in Ulta Beauty, Heico as it retreats from Apple (CNN Business)
06:01PM	Warren Buffett's Firm Chops Apple Position, Enters Holdings in Ulta Beauty and Heico (GuruFocus.com)
05:00PM	Buffetts Berkshire Added Ulta Beauty, Heico in Second Quarter (Bloomberg)
10:13AM	Reasons to Add HEICO (HEI) Stock to Your Portfolio Now (Zacks)
Aug-13-24 03:05PM	HEICO Corporation Announces Regular Quarterly Conference Call (ACCESSWIRE)
Aug-05-24 07:55PM	Analyst Report: HEICO Corporation (Morningstar Research)
Jul-31-24 07:14PM	Analyst Report: HEICO Corporation (Morningstar Research)
Jul-24-24 09:32AM	Donald Trump presidency would be good for defense spending, HEICO exec said (Reuters)
Jul-20-24 08:39AM	Why Is HEICO Corporation (HEI) One of the Most Profitable Stocks for the Last 20 Years? (Insider Monkey)
Jul-17-24 02:49AM	Is HEICO Corporation (HEI) the Best Aerospace and Defense Stock to Buy Right Now? (Insider Monkey)
Jul-16-24 09:11AM	10 Best Aerospace and Defense Stocks to Buy Now (Insider Monkey)
Jul-12-24 09:40AM	Are Aerospace Stocks Lagging Heico (HEI) This Year? (Zacks)
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Jun-28-24 09:35AM	Heico Corporation (HEI) Just Flashed Golden Cross Signal: Do You Buy? (Zacks)
Jun-27-24 11:30AM	Why Is Heico (HEI) Up 5.7% Since Last Earnings Report? (Zacks)
Jun-26-24 09:40AM	Is Heico (HEI) Stock Outpacing Its Aerospace Peers This Year? (Zacks)
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Jun-20-24 08:30AM	HEICO Corporation Increases Cash Dividend by 10% (ACCESSWIRE)
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May-31-24 01:01AM	Decoding Heico Corp (HEI.A): A Strategic SWOT Insight (GuruFocus.com)
May-30-24 08:02AM	HEICO Corporation (NYSE:HEI) Q2 2024 Earnings Call Transcript (Insider Monkey)
02:06AM	Q2 2024 HEICO Corp Earnings Call (Thomson Reuters StreetEvents)
May-29-24 06:07PM	Analyst Report: HEICO Corporation (Morningstar Research)
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May-28-24 08:52PM	HEI Stock Earnings: Heico Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
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04:15PM	HEICO Corporation Reports Record Net Sales (Up 39%), Operating Income (Up 33%) and Net Income (Up 17%) for the Second Quarter of Fiscal 2024 (ACCESSWIRE)
May-27-24 12:00PM	Are You Looking for a Top Momentum Pick? Why Heico Corporation (HEI) is a Great Choice (Zacks)
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May-22-24 09:15AM	Unlocking Q2 Potential of Heico (HEI): Exploring Wall Street Estimates for Key Metrics (Zacks)
May-21-24 10:00AM	Heico Corporation (HEI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
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May-13-24 04:15PM	HEICO Corporation Announces Regular Quarterly Conference Call (ACCESSWIRE)
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Mar-27-24 11:30AM	Heico (HEI) Down 1.6% Since Last Earnings Report: Can It Rebound? (Zacks)
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Feb-29-24 07:58AM	HEICO (HEI) Q1 Earnings Surpass Estimates, Sales Rise Y/Y (Zacks)
12:04AM	Decoding Heico Corp (HEI.A): A Strategic SWOT Insight (GuruFocus.com)
Feb-28-24 11:04AM	HEICO Corporation (NYSE:HEI) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:45AM	Q1 2024 HEICO Corp Earnings Call (Thomson Reuters StreetEvents)
Feb-27-24 06:58PM	Analyst Report: HEICO Corporation (Morningstar Research)
Feb-26-24 06:30PM	Heico Corporation (HEI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:55PM	Heico Corporation (HEI) Tops Q1 Earnings and Revenue Estimates (Zacks)
05:33PM	Heico Corp (HEI.A) Reports Significant Growth in Q1 Fiscal 2024 Earnings (GuruFocus.com)
04:30PM	HEICO Corporation Reports Strong Growth of 44% in Net Sales, 39% in Operating Income and 23% in Net Income for the First Quarter of Fiscal 2024 (ACCESSWIRE)
Feb-21-24 09:15AM	Gear Up for Heico Corporation (HEI) Q1 Earnings: Wall Street Estimates for Key Metrics (Zacks)
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Feb-14-24 07:24PM	Analyst Report: HEICO Corporation (Morningstar Research)
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Feb-02-24 12:10PM	Will Heico Corporation (HEI) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jan-25-24 09:49AM	Tesla, Boeing downgraded: Wall Street's top analyst calls (The Fly)

HEICO Corp. engages in the manufacturing of electronic equipment for the aviation, defense, space, medical, telecommunications, and electronics industries. It operates through the Flight Support Group and Electronic Technologies Group segments. The Flight Support Group segment designs, manufactures, repairs, overhauls, and distributes jet engine and aircraft component replacement parts. The Electronic Technologies Group segment focuses on designing and manufacturing electronic, data and microwave, and electro-optical products, including infrared simulation and test equipment, laser rangefinder receivers, electrical power supplies, back-up power supplies, power conversion products, underwater locator beacons, emergency locator transmission beacons, flight deck annunciators, panels and indicators, electromagnetic and radio frequency interference shielding and filters, high power capacitor charging power supplies, amplifiers, traveling wave tube amplifiers, photo detectors, amplifier modules, microwave power modules, flash lamp drivers, laser diode drivers, arc lamp power supplies, custom power supply designs, cable assemblies, high voltage power supplies, high voltage interconnection devices and wire, high voltage energy generators, high frequency power delivery systems, and memory products. The company was founded in 1957 and is headquartered in Hollywood, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Schwitter Frank J	Director	Sep 03 '24	Buy	252.26	475	119,825	1,730	Sep 05 08:40 AM
SCHRIESHEIM ALAN	Director	Aug 29 '24	Option Exercise	0.57	32,500	18,567	174,227	Aug 30 07:42 PM
MENDELSON ERIC A	Co-President	Jul 26 '24	Sale	186.09	20,000	3,721,740	148,891	Jul 26 06:27 PM
MENDELSON ERIC A	Co-President	Jul 16 '24	Sale	182.02	53,510	9,739,821	168,891	Jul 17 01:53 PM
MENDELSON ERIC A	Co-President	Jul 08 '24	Sale	180.54	8,864	1,600,294	222,401	Jul 09 04:37 PM
MENDELSON ERIC A	Co-President	Jun 25 '24	Sale	180.56	14,795	2,671,338	231,265	Jun 26 03:36 PM
MENDELSON ERIC A	Co-President	Jun 24 '24	Sale	180.06	2,832	509,939	246,060	Jun 26 03:36 PM
Schwitter Frank J	Director	Mar 28 '24	Sale	193.70	400	77,480	1,255	Apr 01 04:11 PM
SCHRIESHEIM ALAN	Director	Mar 22 '24	Option Exercise	0.57	35,000	19,996	181,966	Mar 25 04:29 PM
SCHRIESHEIM ALAN	Director	Mar 22 '24	Sale	192.18	26,000	4,996,784	155,862	Mar 25 04:29 PM
SCHRIESHEIM ALAN	Director	Jan 04 '24	Option Exercise	0.57	44,000	25,137	147,111	Jan 05 06:47 PM
Schwitter Frank J	Director	Jan 02 '24	Sale	178.06	550	97,930	1,655	Jan 04 02:09 PM
Neitzel Julie	Director	Dec 27 '23	Sale	179.54	1,450	260,335	447	Dec 28 10:51 AM
MENDELSON LAURANS A	COB and CEO	Oct 17 '23	Sale	166.20	23,477	3,901,765	1,694,451	Oct 19 01:33 PM
MENDELSON LAURANS A	COB and CEO	Oct 18 '23	Sale	166.01	1,523	252,828	1,692,928	Oct 19 01:33 PM
SCHRIESHEIM ALAN	Director	Sep 12 '23	Sale	164.23	2,000	328,456	105,111	Sep 14 01:11 PM

Open in Screener

CRVL

Corvel Corp.

Sep 06 • 04:00PM ET

305.19

Dollar change -5.94
Percentage change -1.91	%

Financial • Insurance Brokers • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IJR VTI VB IWM VXF VBK IJT SPSM IWO DFAS

Index	RUT	P/E	67.78	EPS (ttm)	4.50	Insider Own	44.80%	Shs Outstand	17.13M	Perf Week	-4.63%
Market Cap	5.23B	Forward P/E	-	EPS next Y	-	Insider Trans	-1.21%	Shs Float	9.46M	Perf Month	5.64%
Income	78.02M	PEG	-	EPS next Q	-	Inst Own	53.81%	Short Float	3.88%	Perf Quarter	27.53%
Sales	816.78M	P/S	6.40	EPS this Y	-	Inst Trans	-0.59%	Short Ratio	9.47	Perf Half Y	30.59%
Book/sh	15.41	P/B	19.80	EPS next Y	-	ROA	17.27%	Short Interest	0.37M	Perf Year	47.51%
Cash/sh	7.70	P/C	39.63	EPS next 5Y	-	ROE	33.14%	52W Range	187.92 - 323.34	Perf YTD	23.45%
Dividend Est.	-	P/FCF	73.44	EPS past 5Y	12.34%	ROI	27.32%	52W High	-5.61%	Beta	1.09
Dividend TTM	-	Quick Ratio	1.66	Sales past 5Y	6.31%	Gross Margin	18.53%	52W Low	62.41%	ATR (14)	7.67
Dividend Ex-Date	-	Current Ratio	1.66	EPS Y/Y TTM	13.03%	Oper. Margin	11.96%	RSI (14)	49.15	Volatility	2.60% 2.11%
Employees	4870	Debt/Eq	0.12	Sales Y/Y TTM	11.50%	Profit Margin	9.55%	Recom	-	Target Price	-
Option/Short	Yes / Yes	LT Debt/Eq	0.08	EPS Q/Q	9.40%	Payout	0.00%	Rel Volume	0.88	Prev Close	311.13
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	11.28%	Earnings	-	Avg Volume	38.73K	Price	305.19
SMA20	-1.92%	SMA50	4.45%	SMA200	20.19%	Trades		Volume	34,173	Change	-1.91%

Aug-27-24 07:41AM	CERIS Announces Enhanced Offering to Fraud, Waste, and Abuse Solutions (GlobeNewswire)
Aug-24-24 01:16AM	Insider Sale: CFO Brandon O'Brien Sells Shares of CorVel Corp (CRVL) (GuruFocus.com)
Aug-15-24 12:01AM	Insider Sale: CEO & President Michael Combs Sells Shares of CorVel Corp (CRVL) (GuruFocus.com)
Aug-05-24 07:01PM	Insider Sale: Vice President of Accounting Jennifer Yoss Sells Shares of CorVel Corp (CRVL) (GuruFocus.com)
07:01PM	Insider Sale: Director Steven Hamerslag Sells Shares of CorVel Corp (CRVL) (GuruFocus.com)
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Jul-30-24 10:53PM	CRVL Stock Earnings: CorVel Reported Results for Q1 2025 (InvestorPlace)
06:22AM	CorVel: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Jul-09-24 07:08AM	Symbeo partners with Amazon Business to extend the reach of its RapidInvoice AP automation solution (GlobeNewswire)
Jun-14-24 02:41AM	Insider Sale: Director and 10% Owner Jeffrey Michael Sells Shares of CorVel Corp (CRVL) (GuruFocus.com)
May-22-24 01:53PM	CRVL Stock Earnings: CorVel Reported Results for Q4 2024 (InvestorPlace)
06:40AM	CorVel: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
May-17-24 10:54AM	Generative AI In Health Care Management Lifts This Stock To New Highs (Investor's Business Daily)
Apr-23-24 07:08AM	CorVel Announces New Integrations for Managed Care Services Enabling Partners to Increase Connectivity and Create a Seamless Workflow Experience (GlobeNewswire)
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Feb-28-24 07:11AM	CorVel Launches Center of Excellence for Vocational Evaluation Services (GlobeNewswire)
Feb-22-24 11:55PM	CorVel Corp CFO Brandon O'Brien Sells Company Shares (GuruFocus.com)
Feb-20-24 12:09PM	CorVel Earns 2024 Great Place To Work Certification (GlobeNewswire)
Feb-17-24 12:09AM	CorVel Corp CEO Michael Combs Sells 1,799 Shares (GuruFocus.com)
Feb-05-24 03:02PM	CorVel Corp Vice President of Accounting Jennifer Yoss Sells 1,500 Shares (GuruFocus.com)
Jan-31-24 05:56AM	Q3 2024 CorVel Corp Earnings Call (Thomson Reuters StreetEvents)
Jan-30-24 06:50AM	CorVel Corp (CRVL) Reports Revenue Growth and EPS Increase in Latest Quarter (GuruFocus.com)
06:23AM	CorVel: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Nov-14-23 07:18AM	CERIS Announces Innovations in Artificial Intelligence and Machine Learning That Improve Payment Integrity (GlobeNewswire) +6.12%
Oct-31-23 08:00AM	CorVel Corp (CRVL) Reports 10.5% Revenue Growth and 38.6% Increase in EPS for Q2 2023 (GuruFocus.com)
06:19AM	CorVel: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Oct-26-23 07:32AM	CorVel Promotes Jeff Gurtcheff to the Position of Chief Claims Officer (GlobeNewswire)
Sep-12-23 07:23AM	CorVel Announces First Generative AI Module (GlobeNewswire)
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Sep-06-23 07:35AM	CorVel University Launched to Enhance Careers and Capabilities for Claims Professionals (GlobeNewswire)
Aug-22-23 07:45AM	Randy Jouben Receives 2023 Workers Comp Risk Management Award for Excellence (GlobeNewswire)
Aug-16-23 05:01PM	Insider Sell: Chairman V Clemons Sells 5,000 Shares of CorVel Corp (GuruFocus.com)
Aug-15-23 07:55AM	Carhartt Inc. and CorVel Corporation Named Risk Management Team of the Year in 2023 U.S. Insurance Awards (GlobeNewswire)
Aug-02-23 04:02PM	CorVel Corp (CRVL): A Stock with Good Outperformance Potential (GuruFocus.com) +5.51%
06:48AM	Should You Be Adding CorVel (NASDAQ:CRVL) To Your Watchlist Today? (Simply Wall St.)
Aug-01-23 06:21AM	CorVel: Fiscal Q1 Earnings Snapshot (AP Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Jul-25-23 07:23AM	Symbeo, a CorVel Company, launches payment solution purpose-built to meet todays B2B challenges (GlobeNewswire)
Jul-18-23 07:12AM	Risk & Insurance Names Three CorVel Clients as Winners of 2023 Risk All-Star Awards (GlobeNewswire)
Jul-01-23 10:40AM	We Think CorVel (NASDAQ:CRVL) Might Have The DNA Of A Multi-Bagger (Simply Wall St.)
Jun-24-23 03:27PM	13 Best Low Float Stocks to Buy (Insider Monkey)
Jun-21-23 08:00PM	CRVL: Raising target price to $216.00 (Argus Research)
May-25-23 06:24AM	CorVel: Fiscal Q4 Earnings Snapshot (AP Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
May-08-23 03:27PM	11 Best Insurance Brokerage Stocks To Buy Now (Insider Monkey)
May-01-23 09:47AM	CorVel Announces First Generative AI Initiative to Transform Claims and Case Management (GlobeNewswire)
Apr-26-23 08:00PM	CRVL: Raising target price to $209.00 (Argus Research)
Apr-12-23 07:14AM	CorVel Launches Pharmacy Technician Certification (CPhT) Test Preparation Program (GlobeNewswire)
Apr-11-23 07:53AM	CERIS The Pulse of Payment Integrity Outlines New Claims Processing Path For Payers (GlobeNewswire)
Apr-02-23 09:46AM	Is CorVel Corporation's (NASDAQ:CRVL) Recent Stock Performance Tethered To Its Strong Fundamentals? (Simply Wall St.)
Mar-01-23 07:08AM	CorVel Recognized as a Great Place to Work® Certified Company (GlobeNewswire)
Feb-27-23 01:52PM	Those who invested in CorVel (NASDAQ:CRVL) five years ago are up 277% (Simply Wall St.)
Jan-31-23 06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Jan-22-23 08:32AM	Why You Should Care About CorVel's (NASDAQ:CRVL) Strong Returns On Capital (Simply Wall St.)
Dec-17-22 08:16AM	Here's Why We Think CorVel (NASDAQ:CRVL) Is Well Worth Watching (Simply Wall St.)
Dec-06-22 07:13AM	Symbeo, Inc. launches latest solution for todays AP challenges (GlobeNewswire)
Nov-29-22 07:35AM	CERIS Expands Services and Rebrands (GlobeNewswire)
Nov-09-22 05:08AM	CorVel Second Quarter 2023 Earnings: EPS: US$0.84 (vs US$0.90 in 2Q 2022) (Simply Wall St.)
Nov-01-22 06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Oct-24-22 08:39AM	Are Strong Financial Prospects The Force That Is Driving The Momentum In CorVel Corporation's NASDAQ:CRVL) Stock? (Simply Wall St.)
Oct-18-22 07:03AM	CorVel Announces Quarterly Earnings Release Webcast (GlobeNewswire)
Oct-11-22 07:18AM	Bass Pro and CorVel Named Risk Management Team of the Year by Business Insurance (GlobeNewswire)
Sep-27-22 07:56AM	Payment Integrity Leader CERIS Promotes Two Executives to Senior Management Roles (GlobeNewswire)
Sep-20-22 02:26PM	CorVel's (NASDAQ:CRVL) earnings growth rate lags the 23% CAGR delivered to shareholders (Simply Wall St.)
Aug-16-22 07:43AM	CERiS White Paper Highlights Advantages of Pre-Payment Claims Review (GlobeNewswire)
Aug-15-22 08:07AM	Capital Investments At CorVel (NASDAQ:CRVL) Point To A Promising Future (Simply Wall St.)
Aug-09-22 08:22AM	CERiS Names Greg Dorn President (GlobeNewswire)
07:07AM	Business Insurance Names CorVels CogencyIQ an Innovation of the Year (GlobeNewswire)
Aug-03-22 07:24AM	New Analysis from CorVel Highlights the Impact of COVID-19 on Workers Compensation Claims (GlobeNewswire)
Aug-02-22 11:30AM	Edited Transcript of CRVL.OQ earnings conference call or presentation 2-Aug-22 3:30pm GMT (Thomson Reuters StreetEvents)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Jul-19-22 07:09AM	CorVel Announces Quarterly Earnings Release Webcast (GlobeNewswire)
Jul-10-22 08:52AM	Does CorVel (NASDAQ:CRVL) Deserve A Spot On Your Watchlist? (Simply Wall St.)
May-26-22 06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
May-17-22 06:10AM	Will Weakness in CorVel Corporation's (NASDAQ:CRVL) Stock Prove Temporary Given Strong Fundamentals? (Simply Wall St.)
May-12-22 07:03AM	CorVel Announces Fiscal Year Earnings Release Webcast (GlobeNewswire)
Apr-13-22 01:41PM	CorVel's (NASDAQ:CRVL) five-year earnings growth trails the 33% YoY shareholder returns (Simply Wall St.)
Apr-06-22 07:22AM	CorVel Releases the New Integrated Claims Risk Score for Workers Compensation Claims, Leveraging Artificial Intelligence and Predictive Analytics (GlobeNewswire)
Mar-08-22 07:44AM	Investors Shouldn't Overlook The Favourable Returns On Capital At CorVel (NASDAQ:CRVL) (Simply Wall St.)
Mar-03-22 07:44AM	CorVels Critical Incident Stress Debriefing Program Offers Proactive Approach to Mental Health for Employees After Experiencing Traumatic Events (GlobeNewswire)
Feb-24-22 07:36AM	CorVel Recognized as a Great Place to Work® Certified Company (GlobeNewswire)
Feb-08-22 07:42AM	Symbeo Names Tomika A. Russell President (GlobeNewswire)
Feb-03-22 01:38PM	Curated Wealth Partners LLC Buys Ares Management Corp, iShares Russell 2000 ETF, Boyd Gaming ... (GuruFocus.com)
Feb-02-22 07:08AM	CorVel Appoints Jeff Gurtcheff Vice President of Enterprise Comp (GlobeNewswire) -6.31%
Feb-01-22 06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Jan-31-22 06:40AM	If You Like EPS Growth Then Check Out CorVel (NASDAQ:CRVL) Before It's Too Late (Simply Wall St.)
Jan-18-22 07:51AM	CorVel Announces Quarterly Earnings Release Webcast (GlobeNewswire)
Dec-15-21 05:38PM	Vip Disciplined Small Cap Portfolio Buys Glacier Bancorp Inc, ExlService Holdings Inc, Focus ... (GuruFocus.com)
Dec-08-21 06:02AM	Is CorVel Corporation's (NASDAQ:CRVL) Stock's Recent Performance Being Led By Its Attractive Financial Prospects? (Simply Wall St.)
Dec-07-21 07:13AM	CorVel Launches New Workers Compensation and Liability Solution, Leveraging Artificial Intelligence and Predictive Analytics (GlobeNewswire)
Nov-19-21 11:50AM	Corvel Insider Sold Over $460K In Company Stock (Benzinga)
Nov-17-21 11:58AM	Corvel Insider Trades $195K In Company Stock (Benzinga)
Nov-02-21 01:00PM	CorVel Corporation (CRVL) Q3 2021 Earnings Call Transcript (Motley Fool)
08:47AM	CorVel's (NASDAQ:CRVL) five-year earnings growth trails the incredible shareholder returns (Simply Wall St.)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Oct-20-21 10:27AM	CorVel Announces Quarterly Earnings Release Webcast (GlobeNewswire)
Oct-13-21 07:04AM	CorVel to Present at the National Workers Compensation and Disability Conference, Focusing on the Future of Telehealth and a Proactive Approach to Patient Care (GlobeNewswire)
Oct-05-21 07:09AM	Risk & Insurance Names Three CorVel Partners as 2021 All-Star Risk Managers (GlobeNewswire) -7.18%
Sep-27-21 06:49AM	Many Would Be Envious Of CorVel's (NASDAQ:CRVL) Excellent Returns On Capital (Simply Wall St.)

CorVel Corp. engages in the provision of services to employers and payors in the risk management and insurance services arenas, including workers' compensation, general liability, auto liability, and hospital bill auditing and payment integrity. It operates through the Patient Management Services and Network Solutions Services segments. The Patient Management Services segment includes claims administration, utilization review, medical case management, and vocational rehabilitation. The Network Solutions Services segment consists of fee schedule auditing, hospital bill auditing, coordination of independent medical examinations, diagnostic imaging review services, and preferred provider referral services. The company was founded by V. Clemons Gordon Sr. in 1987 and is headquartered in Fort Worth, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
O'Brien Brandon	Chief Financial Officer	Aug 29 '24	Option Exercise	87.69	400	35,076	6,902	Sep 03 03:52 PM
JESSUP R JUDD	Director	Aug 23 '24	Sale	311.60	2,500	779,000	40,777	Aug 27 05:23 PM
O'Brien Brandon	Chief Financial Officer	Aug 21 '24	Sale	314.98	1,000	314,975	6,502	Aug 23 06:40 PM
JESSUP R JUDD	Director	Aug 22 '24	Proposed Sale	312.50	2,500	781,262		Aug 22 01:50 PM
O'Brien Brandon	Officer	Aug 21 '24	Proposed Sale	314.98	1,000	314,975		Aug 21 04:36 PM
Combs Michael G	CEO & President	Aug 12 '24	Sale	300.99	2,473	744,343	16,823	Aug 14 06:15 PM
JESSUP R JUDD	Director	Aug 08 '24	Sale	295.21	2,131	629,093	43,277	Aug 14 12:57 PM
Shishin Maxim	Chief Information Officer	Aug 12 '24	Option Exercise	77.93	8,075	629,285	5,000	Aug 13 09:10 PM
Shishin Maxim	Chief Information Officer	Aug 12 '24	Sale	299.85	8,075	2,421,282	1,600	Aug 13 09:10 PM
Bertels Mark E.	EVP - Risk Management Services	Aug 12 '24	Option Exercise	88.22	300	26,466	1,158	Aug 13 07:45 PM
Bertels Mark E.	EVP - Risk Management Services	Aug 12 '24	Sale	299.80	300	89,941	858	Aug 13 07:45 PM
Combs Michael G	Officer	Aug 12 '24	Proposed Sale	300.00	2,473	741,900		Aug 12 05:02 PM
Bertels Mark E.	Officer	Aug 12 '24	Proposed Sale	299.80	300	89,941		Aug 12 04:50 PM
Shishin Maxim	Officer	Aug 12 '24	Proposed Sale	297.00	8,075	2,398,275		Aug 12 04:45 PM
JESSUP R JUDD	Director	Aug 07 '24	Proposed Sale	253.21	2,131	539,582		Aug 07 03:40 PM
HOOPS ALAN	Director	Aug 02 '24	Sale	300.00	4,500	1,350,000	47,171	Aug 05 08:05 PM
HOOPS ALAN	Director	Aug 02 '24	Sale	300.00	1,700	510,000	9,396	Aug 05 08:05 PM
O'Brien Brandon	Chief Financial Officer	Aug 01 '24	Option Exercise	87.69	500	43,845	7,805	Aug 05 06:05 PM
O'Brien Brandon	Chief Financial Officer	Aug 02 '24	Option Exercise	85.75	500	42,875	7,902	Aug 05 06:05 PM
O'Brien Brandon	Chief Financial Officer	Aug 02 '24	Sale	300.08	500	150,042	7,502	Aug 05 06:05 PM
Yoss Jennifer	Vice President of Accounting	Aug 01 '24	Option Exercise	79.49	300	23,847	980	Aug 05 04:14 PM
Yoss Jennifer	Vice President of Accounting	Aug 01 '24	Sale	300.88	1,214	365,266	680	Aug 05 04:14 PM
HAMERSLAG STEVEN J	Director	Aug 01 '24	Sale	304.34	3,468	1,055,440	108,000	Aug 05 03:09 PM
HOOPS ALAN	Director	Aug 02 '24	Proposed Sale	300.00	6,200	1,860,000		Aug 02 05:37 PM
O'Brien Brandon	Officer	Aug 02 '24	Proposed Sale	300.00	500	150,000		Aug 02 04:55 PM
Steven J. Hamerslag	Director	Aug 01 '24	Proposed Sale	305.65	3,468	1,059,994		Aug 01 05:28 PM
Yoss Jennifer	Officer	Aug 01 '24	Proposed Sale	306.80	1,214	372,455		Aug 01 04:56 PM
CLEMONS V GORDON	Chairman of the Board	Jul 29 '24	Option Exercise	125.27	1,379	172,743	900,946	Jul 30 02:17 PM
Macino Jean	Director	Jul 25 '24	Option Exercise	40.57	3,000	121,710	17,160	Jul 29 03:29 PM
HOOPS ALAN	Director	Jul 24 '24	Option Exercise	40.57	3,000	121,710	11,502	Jul 26 06:23 PM
CORSTAR HOLDINGS INC	10% Owner	Jul 11 '24	Sale	262.77	922	242,274	6,284,036	Jul 26 06:20 PM
Yoss Jennifer	Vice President of Accounting	Jul 16 '24	Option Exercise	87.69	2,000	175,380	2,680	Jul 18 01:45 PM
CORSTAR HOLDINGS INC	10% Owner	Jul 12 '24	Sale	264.90	23,429	6,206,438	6,309,958	Jul 16 08:15 PM
CORSTAR HOLDINGS INC	10% Owner	Jul 15 '24	Sale	269.14	18,460	4,968,414	6,291,498	Jul 16 08:15 PM
CORSTAR HOLDINGS INC	10% Owner	Jul 16 '24	Sale	271.53	6,540	1,775,836	6,284,958	Jul 16 08:15 PM
CORSTAR HOLDINGS INC	10% Owner	Jul 08 '24	Sale	261.36	10,649	2,783,238	6,333,387	Jul 10 02:20 PM
MICHAEL JEFFREY J	Director	Jun 11 '24	Option Exercise	40.57	3,000	121,710	195,929	Jun 13 05:21 PM
MICHAEL JEFFREY J	Director	Jun 11 '24	Sale	232.45	3,000	697,338	192,929	Jun 13 05:21 PM
Shishin Maxim	Chief Information Officer	Jun 10 '24	Option Exercise	87.49	1,000	87,490	1,600	Jun 12 04:24 PM
Bertels Mark E.	EVP - Risk Management Services	Jun 10 '24	Option Exercise	87.49	200	17,498	1,058	Jun 12 03:54 PM
Bertels Mark E.	EVP - Risk Management Services	Jun 10 '24	Sale	231.14	200	46,228	858	Jun 12 03:54 PM
CLEMONS V GORDON	Chairman of the Board	May 24 '24	Sale	277.00	2,000	554,000	266,584	May 29 05:00 PM
O'Brien Brandon	Chief Financial Officer	May 24 '24	Option Exercise	87.69	1,000	87,690	8,305	May 29 02:29 PM
O'Brien Brandon	Chief Financial Officer	May 24 '24	Sale	276.95	1,000	276,946	7,305	May 29 02:29 PM
Yoss Jennifer	Vice President of Accounting	May 10 '24	Option Exercise	52.69	300	15,807	822	May 13 02:49 PM
Macino Jean	Director	Feb 22 '24	Sale	253.42	3,130	793,205	14,160	Feb 26 05:23 PM
CLEMONS V GORDON	Chairman of the Board	Feb 21 '24	Sale	264.00	1,000	264,000	310,534	Feb 23 07:14 PM
O'Brien Brandon	Chief Financial Officer	Feb 21 '24	Option Exercise	80.46	2,313	186,110	8,203	Feb 22 06:32 PM
O'Brien Brandon	Chief Financial Officer	Feb 20 '24	Option Exercise	87.69	1,700	149,073	7,680	Feb 22 06:32 PM
O'Brien Brandon	Chief Financial Officer	Feb 21 '24	Sale	260.00	813	211,380	7,299	Feb 22 06:32 PM
CLEMONS V GORDON	Chairman of the Board	Feb 16 '24	Sale	250.00	1,000	250,000	311,534	Feb 20 03:47 PM
Combs Michael G	CEO & President	Feb 15 '24	Sale	248.41	1,799	446,897	19,283	Feb 16 06:52 PM
Shishin Maxim	Chief Information Officer	Feb 14 '24	Option Exercise	70.24	1,500	105,360	2,100	Feb 16 06:11 PM
Shishin Maxim	Chief Information Officer	Feb 14 '24	Sale	242.75	1,500	364,125	600	Feb 16 06:11 PM
Combs Michael G	CEO & President	Feb 13 '24	Sale	246.82	301	74,294	21,082	Feb 15 05:27 PM
JESSUP R JUDD	Director	Feb 12 '24	Option Exercise	40.57	3,000	121,710	45,897	Feb 14 05:21 PM
CLEMONS V GORDON	Chairman of the Board	Feb 09 '24	Sale	243.00	2,000	486,007	313,534	Feb 14 12:44 PM
CLEMONS V GORDON	Chairman of the Board	Feb 12 '24	Sale	248.00	1,000	248,000	312,534	Feb 14 12:44 PM
HAMERSLAG STEVEN J	Director	Feb 07 '24	Option Exercise	68.98	7,000	482,870	7,000	Feb 09 09:51 PM
HAMERSLAG STEVEN J	Director	Feb 09 '24	Sale	239.73	2,921	700,244	111,468	Feb 09 09:51 PM
HAMERSLAG STEVEN J	Director	Feb 08 '24	Sale	239.95	2,000	479,898	114,389	Feb 09 09:51 PM
Combs Michael G	CEO & President	Feb 05 '24	Option Exercise	78.18	20,600	1,610,414	24,209	Feb 05 09:11 PM
CLEMONS V GORDON	Chairman of the Board	Feb 02 '24	Option Exercise	52.69	5,600	295,064	905,600	Feb 05 02:24 PM
CLEMONS V GORDON	Chairman of the Board	Feb 01 '24	Sale	239.70	3,000	719,114	315,534	Feb 05 01:26 PM
Yoss Jennifer	Vice President of Accounting	Feb 01 '24	Option Exercise	87.69	1,500	131,535	2,012	Feb 05 12:58 PM
Yoss Jennifer	Vice President of Accounting	Feb 01 '24	Sale	239.41	1,500	359,112	512	Feb 05 12:58 PM
O'Brien Brandon	Chief Financial Officer	Jan 02 '24	Option Exercise	77.93	957	74,579	6,424	Jan 04 05:52 PM
O'Brien Brandon	Chief Financial Officer	Dec 11 '23	Option Exercise	77.93	300	23,379	5,889	Dec 13 04:12 PM
O'Brien Brandon	Chief Financial Officer	Dec 11 '23	Sale	224.89	300	67,467	5,589	Dec 13 04:12 PM
O'Brien Brandon	Chief Financial Officer	Dec 06 '23	Option Exercise	78.00	1,084	84,555	6,262	Dec 08 03:14 PM
Yoss Jennifer	Vice President of Accounting	Nov 16 '23	Option Exercise	70.24	200	14,048	624	Nov 20 03:00 PM
CLEMONS V GORDON	Chairman of the Board	Nov 14 '23	Sale	210.44	8,000	1,683,525	323,534	Nov 16 04:54 PM
CLEMONS V GORDON	Chairman of the Board	Nov 03 '23	Sale	206.00	1,000	206,000	331,534	Nov 06 10:21 AM
CLEMONS V GORDON	Chairman of the Board	Nov 02 '23	Sale	200.00	1,000	200,000	332,534	Nov 06 10:21 AM
CLEMONS V GORDON	Chairman of the Board	Sep 15 '23	Sale	200.02	5,000	1,000,079	343,534	Sep 19 01:26 PM

Open in Screener

OS

OneStream Inc.

Sep 06 • 04:00PM ET

28.51

Dollar change -0.51
Percentage change -1.76	%

Technology • Software - Infrastructure • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VB VBR VBK VXF GSC VTWO VTWG VTWV VTHR

Index	-	P/E	-	EPS (ttm)	-0.01	Insider Own	89.90%	Shs Outstand	24.50M	Perf Week	-6.12%
Market Cap	6.68B	Forward P/E	-	EPS next Y	-	Insider Trans	-6.08%	Shs Float	23.67M	Perf Month	5.44%
Income	-3.29M	PEG	-	EPS next Q	0.00	Inst Own	1.57%	Short Float	3.36%	Perf Quarter	-
Sales	437.39M	P/S	15.28	EPS this Y	-	Inst Trans	-	Short Ratio	0.87	Perf Half Y	-
Book/sh	-0.48	P/B	-	EPS next Y	-	ROA	-8.49%	Short Interest	0.80M	Perf Year	-
Cash/sh	0.60	P/C	47.57	EPS next 5Y	3.90%	ROE	-24.76%	52W Range	24.50 - 32.49	Perf YTD	6.18%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-2.90%	52W High	-12.26%	Beta	-
Dividend TTM	-	Quick Ratio	1.04	Sales past 5Y	34.22%	Gross Margin	70.40%	52W Low	16.37%	ATR (14)	1.48
Dividend Ex-Date	-	Current Ratio	1.04	EPS Y/Y TTM	94.71%	Oper. Margin	-2.23%	RSI (14)	47.65	Volatility	7.01% 4.52%
Employees	1300	Debt/Eq	0.20	Sales Y/Y TTM	38.66%	Profit Margin	-0.75%	Recom	1.40	Target Price	34.07
Option/Short	Yes / Yes	LT Debt/Eq	0.17	EPS Q/Q	49.70%	Payout	-	Rel Volume	0.64	Prev Close	29.02
Sales Surprise	0.40%	EPS Surprise	19.61%	Sales Q/Q	35.83%	Earnings	Sep 03 AMC	Avg Volume	914.45K	Price	28.51
SMA20	-2.04%	SMA50	-0.03%	SMA200	-0.03%	Trades		Volume	588,932	Change	-1.76%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-19-24	Initiated	Wolfe Research	Outperform	$32
Aug-19-24	Initiated	Truist	Buy	$35
Aug-19-24	Initiated	TD Cowen	Buy	$34
Aug-19-24	Initiated	Scotiabank	Sector Outperform	$34
Aug-19-24	Initiated	Raymond James	Outperform	$32
Aug-19-24	Initiated	Needham	Buy	$33
Aug-19-24	Initiated	Morgan Stanley	Equal-Weight	$29
Aug-19-24	Initiated	Loop Capital	Buy	$35
Aug-19-24	Initiated	JP Morgan	Overweight	$30
Aug-19-24	Initiated	Guggenheim	Buy
Aug-19-24	Initiated	Citigroup	Neutral	$34
Aug-19-24	Initiated	BTIG Research	Buy	$37
Aug-19-24	Initiated	BofA Securities	Buy	$35
Aug-01-24	Initiated	Robert W. Baird	Outperform	$32

Show Previous Ratings

Sep-03-24 04:05PM	OneStream Announces Second Quarter 2024 Financial Results (PR Newswire)
Aug-27-24 11:43AM	OneStream to Participate in Upcoming Investor Conferences (PR Newswire)
Aug-08-24 04:38PM	OneStream Announces Timing of its Second Quarter Fiscal Year 2024 Financial Results Conference Call (PR Newswire)
Jul-26-24 11:40PM	OneStream Inc CFO William Koefoed Sells 20,000 Shares (GuruFocus.com)
Jul-23-24 09:06PM	OneStream Announces Pricing of Initial Public Offering (PR Newswire)

OneStream, Inc. is a holding company, which engages in the development of artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. Its platform focuses on forming a comprehensive, dynamic, and predictive view of the entire enterprise, providing corporate leaders with the control, visibility, and agility required to proactively adjust business strategy and day-to-day execution. The company was founded by Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	SEC Form 4
Fugere Peter	10% Owner	Jul 25 '24	Sale	18.85	175,831	3,314,414	Jul 29 08:46 PM
Fugere Peter	10% Owner	Jul 25 '24	Sale	18.85	77,283	1,456,785	Jul 29 08:46 PM
Powers Robert Allan Jr.	10% Owner	Jul 25 '24	Sale	18.85	1,700,000	32,045,000	Jul 29 08:45 PM
Davidson Eric	10% Owner	Jul 25 '24	Sale	18.85	619,100	11,670,035	Jul 29 08:44 PM
Shea Terrance	10% Owner	Jul 25 '24	Sale	18.85	484,830	9,139,046	Jul 29 08:43 PM
Von Allmen John	10% Owner	Jul 25 '24	Sale	18.85	102,975	1,941,079	Jul 29 08:41 PM
Von Allmen John	10% Owner	Jul 25 '24	Sale	18.85	36,652	690,890	Jul 29 08:41 PM
Hohenstein Ken	10% Owner	Jul 25 '24	Sale	18.85	17,402	328,028	Jul 29 08:40 PM
KKR Group Partnership L.P.	10% Owner	Jul 25 '24	Sale	18.85	2,554,644	48,155,039	Jul 29 06:33 PM
KKR NGT (Dream) Blocker Parent	10% Owner	Jul 25 '24	Sale	18.85	2,554,644	48,155,039	Jul 29 06:25 PM
KKR TFO Partners L.P.	10% Owner	Jul 25 '24	Sale	18.85	2,554,644	48,155,039	Jul 29 06:18 PM
KKR Dream Holdings LLC	10% Owner	Jul 25 '24	Sale	18.85	2,554,644	48,155,039	Jul 29 06:08 PM
Koefoed William A	Chief Financial Officer	Jul 25 '24	Sale	18.85	20,000	377,000	Jul 26 06:16 PM
Colby Craig	President	Jul 25 '24	Sale	18.85	200,502	3,779,463	Jul 26 06:14 PM

Open in Screener

TELL

Tellurian Inc

Sep 06 • 04:00PM ET

0.9200

Dollar change -0.0117
Percentage change -1.26	%

Energy • Oil & Gas E&P • USA • AMEX

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Index	-	P/E	-	EPS (ttm)	-0.36	Insider Own	8.28%	Shs Outstand	893.88M	Perf Week	-0.96%
Market Cap	822.37M	Forward P/E	-	EPS next Y	-0.19	Insider Trans	-1.33%	Shs Float	819.90M	Perf Month	1.36%
Income	-262.87M	PEG	-	EPS next Q	-0.04	Inst Own	31.76%	Short Float	12.42%	Perf Quarter	33.20%
Sales	108.68M	P/S	7.57	EPS this Y	36.21%	Inst Trans	-8.69%	Short Ratio	2.20	Perf Half Y	13.24%
Book/sh	0.62	P/B	1.48	EPS next Y	-4.05%	ROA	-14.68%	Short Interest	101.82M	Perf Year	-26.40%
Cash/sh	0.02	P/C	42.94	EPS next 5Y	-	ROE	-27.99%	52W Range	0.36 - 1.32	Perf YTD	21.76%
Dividend Est.	-	P/FCF	-	EPS past 5Y	13.14%	ROI	-34.07%	52W High	-30.30%	Beta	2.55
Dividend TTM	-	Quick Ratio	0.27	Sales past 5Y	138.50%	Gross Margin	-16.27%	52W Low	159.01%	ATR (14)	0.03
Dividend Ex-Date	-	Current Ratio	0.27	EPS Y/Y TTM	-173.44%	Oper. Margin	-103.20%	RSI (14)	55.25	Volatility	1.57% 1.94%
Employees	168	Debt/Eq	0.48	Sales Y/Y TTM	-59.23%	Profit Margin	-241.88%	Recom	3.00	Target Price	1.17
Option/Short	Yes / Yes	LT Debt/Eq	0.39	EPS Q/Q	-53.13%	Payout	-	Rel Volume	0.72	Prev Close	0.93
Sales Surprise	-57.43%	EPS Surprise	-81.25%	Sales Q/Q	-100.00%	Earnings	Jul 31	Avg Volume	46.24M	Price	0.92
SMA20	0.12%	SMA50	10.90%	SMA200	36.59%	Trades		Volume	33,451,044	Change	-1.26%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-14-23	Downgrade	BofA Securities	Buy → Underperform	$4 → $1.50
Aug-09-22	Upgrade	BofA Securities	Neutral → Buy	$6.50 → $4.50
Aug-02-22	Downgrade	Evercore ISI	Outperform → In-line	$7.50 → $4.50
Apr-01-22	Upgrade	Credit Suisse	Neutral → Outperform	$5.50 → $8
Jul-08-21	Initiated	B. Riley Securities	Buy	$8
Jun-08-21	Upgrade	Evercore ISI	In-line → Outperform	$3 → $7
Jun-07-21	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$2 → $8
May-25-21	Upgrade	DNB Markets	Hold → Buy
Jan-21-21	Upgrade	Wolfe Research	Peer Perform → Outperform	$5
Jun-10-20	Initiated	ROTH Capital	Buy	$5.25
Jun-02-20	Downgrade	Stifel	Hold → Sell
Apr-21-20	Downgrade	Evercore ISI	Outperform → In-line	$6 → $2
Mar-12-20	Downgrade	Raymond James	Outperform → Mkt Perform
Mar-12-20	Downgrade	Credit Suisse	Outperform → Neutral	$10 → $2
Mar-09-20	Downgrade	Robert W. Baird	Outperform → Neutral	$5 → $2
Mar-03-20	Downgrade	Seaport Global Securities	Buy → Neutral
Sep-20-19	Initiated	Morgan Stanley	Underweight	$6
Sep-18-19	Initiated	Evercore ISI	Outperform	$14
Aug-23-19	Downgrade	BofA/Merrill	Buy → Neutral
Feb-13-19	Initiated	Raymond James	Outperform	$12

Show Previous Ratings

Jul-21-24 07:06PM	Woodside to Acquire Tellurian and Driftwood LNG (Business Wire)
06:29PM	Tellurian to be Acquired by Woodside for Approximately $900 Million (Business Wire)
Jul-01-24 08:00AM	Tellurian Closes $260 Million Asset Sale and Retires Senior Secured Debt (Business Wire) -9.40%
Jun-24-24 07:00AM	BGS Issues Comprehensive Analysis of Tellurian's $260 Million Deal with Aethon (News Direct) +14.85%
May-29-24 07:00AM	Aethon Energy to Acquire Tellurian Integrated Upstream Assets (Business Wire) -10.31%
09:55AM	Loading…
May-28-24 09:55AM	Tellurian (TELL) Forms 'Hammer Chart Pattern': Time for Bottom Fishing? (Zacks) +8.41%
May-02-24 08:57AM	Tellurian Inc (TELL) Reports Q1 2024 Earnings: Misses Analyst Revenue and Earnings Forecasts (GuruFocus.com)
07:33AM	Tellurian reports first quarter 2024 results and Driftwood LNG progress (Business Wire)
Mar-18-24 06:00AM	Tellurian Makes Leadership Changes (Business Wire) -23.61%
Feb-23-24 07:28AM	Tellurian Reports 2023 Financial Results and Driftwood LNG Progress (Business Wire)
Feb-22-24 10:41AM	LNG developer Tellurian and institution investor agree new loan repayment terms (Reuters) -14.00%
09:09AM	Tellurian Announces Agreement for Debt Amendment to Support Upstream Asset Sale (Business Wire)
Feb-16-24 07:00AM	Tellurian Receives FERC Extension for Driftwood LNG (Business Wire) +8.65%
Feb-06-24 07:00AM	Tellurian Explores Sale of Haynesville Upstream Assets (Business Wire) +32.57%
Dec-20-23 02:45PM	Charif Souki, Godfather of American LNG Industry, Is Ousted from Tellurian (The Wall Street Journal)
07:00AM	Loading…
Dec-11-23 07:00AM	Tellurian Board of Directors names Daniel Belhumeur as President, Meredith Mouer as General Counsel and Chief Compliance Officer (Business Wire) -20.24%
Dec-08-23 07:19PM	Charif Souki, Who Transformed U.S. Energy, Removed as Tellurians Chairman (The Wall Street Journal) +12.35%
04:54PM	Martin Houston Becomes Chairman of Tellurian Inc. (Business Wire)
Nov-07-23 09:35AM	Tellurian Inc. (TELL) Loses -51.79% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks) +20.88%
Nov-02-23 09:37AM	Tellurian Inc (TELL) Reports Q3 2023 Earnings: Revenue Drops Amid Increased Production (GuruFocus.com) +6.17%
07:37AM	Tellurian Reports Third Quarter 2023 Results (Business Wire)
Oct-31-23 08:10AM	BestGrowthStocks.Com Issues Extensive Comprehensive Analysis on Tellurian Inc (News Direct) +5.05%
Sep-05-23 09:00PM	Tellurian and Baker Hughes Announce Agreement for Driftwood LNG Phase 1 Liquefaction Equipment (GlobeNewswire) +9.65%
Aug-07-23 08:03AM	Tellurian Reports Second Quarter 2023 Results (Business Wire) -6.02%
May-10-23 06:44AM	Tellurian hires investment banker Simon Oxley as new CFO (Business Wire)
May-03-23 07:14AM	Tellurian reports first quarter 2023 results (Business Wire) +11.29%
Apr-24-23 10:28AM	Tellurians Driftwood Natural Gas Transmission Pipeline Project Receives FERC Certificate (Business Wire) +5.88%
Mar-30-23 06:36AM	Daily Vickers Top Buyers & Sellers for 03/30/2023 (Argus Research) +5.26%
Mar-21-23 06:23AM	Daily Vickers Top Buyers & Sellers for 03/21/2023 (Argus Research)
Mar-09-23 08:30AM	Do Options Traders Know Something About Tellurian (TELL) Stock We Don't? (Zacks) -7.19%
07:23AM	Loading…
Feb-22-23 07:23AM	Tellurian Reports Fourfold Increase in Natural Gas Production In 2022 (Business Wire) +7.97%
06:56AM	Daily Vickers Top Buyers & Sellers for 02/22/2023 (Argus Research)
Feb-14-23 06:23AM	Daily Vickers Top Buyers & Sellers for 02/14/2023 (Argus Research) -11.17%
Jan-03-23 12:00PM	Tellurian Inc. (TELL) Upgraded to Buy: Here's Why (Zacks)
Nov-26-22 05:30AM	U.S. Natural-Gas Pioneer Struggles in His Second Act (The Wall Street Journal)
Nov-02-22 07:22AM	Tellurian Reports 25% Increase in Natural Gas Production for Third Quarter 2022 (Business Wire)
Sep-23-22 02:16PM	Tellurian updates financing process for Driftwood LNG (Business Wire) -15.52%
Sep-20-22 11:05AM	Tellurian Stock Sinks on Withdrawal of Bond Sale for LNG Project (Barrons.com) -23.85%
Aug-29-22 07:32AM	Tellurian Announces Public Offering of Senior Secured Notes (Business Wire) -14.44%
Aug-18-22 12:03PM	Tellurian Completes Haynesville Basin Acquisition (Business Wire) +13.04%
Aug-03-22 07:45AM	Tellurian reports 47% increase in natural gas production for second quarter 2022 (Business Wire)
Jul-13-22 01:02PM	LNG co. Tellurian boosts upstream footprint with Haynesville deal (American City Business Journals) +6.83%
08:44AM	Tellurian Announces Haynesville Shale Acquisition for $125 million (Business Wire)
Jun-29-22 08:00AM	Tellurian Awards Baker Hughes Contract for Advanced Zero-Emissions Electric-Powered Compressor Technology for Pipeline Project (Business Wire) -7.03%
Jun-01-22 08:02AM	Tellurian Announces Signing Definitive Agreements for $500 million Offering of Senior Secured Convertible Notes (Business Wire) -5.87%
May-16-22 07:00AM	Tellurian COO Keith Teague retires and Samik Mukherjee joins as Driftwood Assets President (Business Wire)
May-04-22 07:35AM	Tellurian Reports First Quarter 2022 Results (Business Wire)
Apr-17-22 08:14AM	Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $50,000 In Tellurian To Contact Him Directly To Discuss Their Options (ACCESSWIRE)
Apr-16-22 08:43PM	Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $50,000 In Tellurian To Contact Him Directly To Discuss Their Options (ACCESSWIRE)
Mar-28-22 03:44PM	Tellurian's first LNG terminal starts construction (American City Business Journals) -7.02%
06:45AM	Tellurians Driftwood LNG Begins Construction (Business Wire)
Feb-23-22 07:41AM	Tellurian Reports 2021 Results (Business Wire) +7.69%
Feb-18-22 12:00PM	What Makes Magellan Petroleum Corporation (TELL) a New Buy Stock (Zacks) -8.30%
Jan-24-22 03:49PM	Tellurian investor sues Charif Souki, alleging fraud and seeking millions (American City Business Journals)
Jan-21-22 01:38PM	Ahrens Investment Partners LLC Buys Chevron Corp, Eagle Point Credit Co Inc, UnitedHealth Group ... (GuruFocus.com) -6.03%
Dec-27-21 08:38PM	Collaborative Investment Series Trust Buys Opendoor Technologies Inc, dMY Technology Group Inc ... (GuruFocus.com) +5.63%
Dec-15-21 04:00PM	Tellurian Names Claire R. Harvey to Board of Directors (Business Wire) +5.61%
Dec-14-21 07:00AM	Tellurian to Donate $25 Million to the National Forest Foundation for Nationwide Reforestation; Includes the Planting of 300,000 Trees in Louisianas Kisatchie National Forest (Business Wire)
Dec-10-21 08:30AM	Do Options Traders Know Something About Tellurian (TELL) Stock We Don't? (Zacks)
Nov-17-21 12:20AM	Biden Energy Plan Is Prayer Not Policy, Gas Honcho Souki Says (Bloomberg)
Nov-10-21 04:27PM	Why Tellurian Stock Is Plunging Today (Motley Fool) -15.56%
11:00AM	Tellurian Closes Public Offering of Senior Notes (Business Wire)
Nov-05-21 05:26PM	Tellurian Announces Pricing of Public Offering of Senior Notes (Business Wire) +10.72%
02:49PM	Tellurians Rally Isnt Over, So Drill for Future Growth (InvestorPlace)
Nov-03-21 04:44PM	Tellurian Is a Very Risky and Pricey Bet on Natural Gas (InvestorPlace)
04:05PM	Tellurian Announces Public Offering of Senior Notes (Business Wire)
08:55AM	Magellan Petroleum Corporation (TELL) Reports Q3 Loss, Misses Revenue Estimates (Zacks)
07:39AM	Tellurian Reports Third Quarter 2021 Results (Business Wire)
Nov-02-21 04:08PM	LNG company Tellurian moves stock to new exchange (American City Business Journals)
Oct-29-21 03:00PM	Magellan Petroleum Corporation (TELL) May Report Negative Earnings: Know the Trend Ahead of Q3 Release (Zacks)
Oct-28-21 04:09PM	Under This Market Paradigm, Dont Fight Tellurians Charisma (InvestorPlace)
07:47AM	Could This Software-as-a-Service Stock Produce 10X Returns? (Motley Fool)
Oct-22-21 04:05PM	Tellurian Transfers TELL Listing to the NYSE American (Business Wire) +7.87%
Oct-19-21 08:22AM	This Natural Gas Stock Has Doubled in 2021 -- Could It Still Be a Buy? (Motley Fool)
Oct-07-21 02:41PM	Tellurian Has the Right Jockey, But it Still Has a Race to Run (InvestorPlace)
Sep-29-21 01:00PM	Are Options Traders Betting on a Big Move in Tellurian (TELL) Stock? (Zacks) -6.25%
Sep-26-21 07:26AM	Down Around 40% From Its High, Could Tellurian Stock Still Be a Long-Term Winner? (Motley Fool)
Sep-22-21 04:05PM	Tellurian Names James D. Bennett to Board of Directors (Business Wire) +6.35% +5.37%
Sep-15-21 04:22AM	Tellurian Still Doesn't Tell a Convincing Story Based on Its Charts (TheStreet.com) +13.83%
Aug-31-21 04:26PM	Tellurian Withdraws Senior Note Offering and Announces Exercise of Common Stock Over-Allotment Option (Business Wire) +9.62%
Aug-26-21 05:18PM	Tellurian Announces Pricing of Public Offering of Senior Notes (Business Wire)
Aug-25-21 04:01PM	Tellurian Announces Public Offering of Senior Notes (Business Wire)
Aug-11-21 10:57AM	Implied Volatility Surging for Tellurian (TELL) Stock Options (Zacks)
Aug-08-21 06:08AM	My Top Energy Stock to Buy in August (Motley Fool)
Aug-06-21 12:33PM	Tellurian Closes Public Offering of Common Stock (Business Wire)
Aug-04-21 06:49AM	Tellurian Announces Pricing of Public Offering of Common Stock (Business Wire) -17.66%
Aug-03-21 06:15PM	Magellan Petroleum Corporation (TELL) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:10PM	Tellurian Announces Public Offering of Common Stock (Business Wire)
04:05PM	Tellurian Reports Second Quarter 2021 Results (Business Wire)
Jul-29-21 09:55PM	The Huge News That Sent Tellurian Stock Surging Today (Motley Fool) +9.04% -5.28%
02:42PM	UPDATE 1-Tellurian to sell LNG from Louisiana export plant to Shell (Reuters)
01:23PM	Tellurian and Shell Sign Agreements for 3 mtpa (Business Wire)
Jul-28-21 03:03PM	Will Magellan Petroleum Corporation (TELL) Report Negative Q2 Earnings? What You Should Know (Zacks) +6.73%
Jul-21-21 12:06PM	Gas Mogul Says the Retail Investors He Courts Are Sophisticated (Bloomberg)
Jul-15-21 10:09AM	Tellurian (TELL) Dismisses Driftwood Deals With TotalEnergies (Zacks)
Jul-12-21 11:32AM	UPDATE 3-Tellurian terminates Total agreement on Louisiana Driftwood LNG plant (Reuters)
Jun-30-21 09:46AM	Tellurian looks to grow U.S. gas output organically and through M&A (Reuters) +9.93%
Jun-29-21 02:07PM	Tellurian Signs Long-Term Lease with the Port of Lake Charles (Business Wire)
Jun-23-21 08:57AM	Tellurian (TELL) to Build Electric-Driven Pipeline in Lousiana (Zacks)
Jun-22-21 10:57AM	Tellurian Files Application for New Pipeline Project to Serve Southwest Louisiana; Design Incorporates Electric Compression to Reduce Emissions (Business Wire)

Tellurian, Inc. engages in the production of natural gas and investing in natural gas projects. It operates through the following segments: Upstream, Midstream, and Marketing and Trading. The Upstream segment produces, gathers, and delivers natural gas and acquires and develops natural gas assets. The Midstream segment includes development, construction, and operation of LNG terminals and pipelines. The Marketing and Trading segment is involved in the purchasing and selling of natural gases. The company was founded by Charif Souki and Martin Joseph Houston in 1967 and is headquartered in Houston, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KESSLER DIANA DERYCZ	Director	Jul 24 '24	Sale	0.95	1,000,000	948,700	1,050,000	Jul 26 06:00 PM
GROSS JONATHAN S	Director	Dec 15 '23	Buy	0.67	120,000	80,400	460,000	Dec 18 06:00 PM
GROSS JONATHAN S	Director	Nov 07 '23	Buy	0.61	100,000	61,000	340,000	Nov 09 04:05 PM

Open in Screener

CVNA

Carvana Co.

Sep 06 • 04:00PM ET

133.41

Dollar change -7.73
Percentage change -5.48	%

Consumer Cyclical • Auto & Truck Dealerships • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VB VXF VBK SCHA FDN IWR IWP IWD FXD

Index	-	P/E	42.10	EPS (ttm)	3.17	Insider Own	11.01%	Shs Outstand	114.24M	Perf Week	-11.11%
Market Cap	16.52B	Forward P/E	99.65	EPS next Y	1.34	Insider Trans	-34.54%	Shs Float	110.19M	Perf Month	3.71%
Income	714.00M	PEG	-	EPS next Q	0.21	Inst Own	87.35%	Short Float	13.99%	Perf Quarter	27.46%
Sales	11.67B	P/S	1.42	EPS this Y	-36.61%	Inst Trans	1.26%	Short Ratio	3.62	Perf Half Y	67.87%
Book/sh	4.35	P/B	30.70	EPS next Y	181.57%	ROA	9.51%	Short Interest	15.42M	Perf Year	164.13%
Cash/sh	8.30	P/C	16.07	EPS next 5Y	-	ROE	-78.96%	52W Range	25.09 - 159.85	Perf YTD	152.00%
Dividend Est.	-	P/FCF	22.38	EPS past 5Y	-	ROI	11.16%	52W High	-16.54%	Beta	3.44
Dividend TTM	-	Quick Ratio	2.02	Sales past 5Y	51.60%	Gross Margin	17.30%	52W Low	431.73%	ATR (14)	7.66
Dividend Ex-Date	-	Current Ratio	3.11	EPS Y/Y TTM	152.26%	Oper. Margin	3.49%	RSI (14)	39.85	Volatility	4.97% 4.61%
Employees	13700	Debt/Eq	11.88	Sales Y/Y TTM	-1.09%	Profit Margin	6.12%	Recom	2.65	Target Price	153.35
Option/Short	Yes / Yes	LT Debt/Eq	11.16	EPS Q/Q	125.66%	Payout	0.00%	Rel Volume	0.62	Prev Close	141.14
Sales Surprise	4.63%	EPS Surprise	947.17%	Sales Q/Q	14.89%	Earnings	Jul 31 AMC	Avg Volume	4.26M	Price	133.41
SMA20	-10.48%	SMA50	-3.53%	SMA200	49.65%	Trades		Volume	2,631,012	Change	-5.48%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-01-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$175
Aug-01-24	Resumed	Robert W. Baird	Neutral	$160
Jul-12-24	Initiated	BTIG Research	Buy	$155
Jul-10-24	Upgrade	Needham	Hold → Buy	$160
May-02-24	Upgrade	JP Morgan	Neutral → Overweight	$70 → $130
Mar-12-24	Upgrade	Jefferies	Underperform → Hold	$30 → $85
Mar-08-24	Upgrade	RBC Capital Mkts	Underperform → Sector Perform	$45 → $90
Feb-23-24	Upgrade	William Blair	Mkt Perform → Outperform
Feb-23-24	Upgrade	Raymond James	Underperform → Mkt Perform
Feb-16-24	Downgrade	Raymond James	Mkt Perform → Underperform
Dec-04-23	Upgrade	JP Morgan	Underweight → Neutral	$25 → $40
Oct-12-23	Downgrade	Exane BNP Paribas	Outperform → Neutral	$37
Sep-18-23	Upgrade	Wedbush	Underperform → Neutral	$40 → $48
Jul-31-23	Downgrade	Jefferies	Hold → Underperform	$55 → $30
Jul-27-23	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$12 → $35
Jul-21-23	Downgrade	Piper Sandler	Overweight → Neutral	$29 → $48
Jul-20-23	Downgrade	RBC Capital Mkts	Sector Perform → Underperform	$9 → $30
Jul-13-23	Downgrade	JP Morgan	Neutral → Underweight	$10
May-16-23	Resumed	Morgan Stanley	Equal-Weight	$12
Dec-21-22	Downgrade	Truist	Buy → Hold	$50 → $5

Show Previous Ratings

Sep-02-24 12:00PM	Carvana (CVNA) is a Great Momentum Stock: Should You Buy? (Zacks)
09:55AM	Bears are Losing Control Over Carvana (CVNA), Here's Why It's a 'Buy' Now (Zacks)
Aug-31-24 03:24AM	1 Stock That Has Skyrocketed More Than Nvidia Since the Start of 2023: Is It Too Late to Buy? (Motley Fool)
Aug-30-24 11:31AM	Why Is Carvana (CVNA) Up 2.4% Since Last Earnings Report? (Zacks)
Aug-28-24 09:00AM	These 3 Stocks Are Beating Nvidia This Year. Are They Better Buys Than the AI Leader? (Motley Fool)
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Aug-27-24 02:14PM	Jim Cramer on Carvana Co. (CVNA)s CEO: He Is Kind Of An Unstoppable Force (Insider Monkey)
Aug-21-24 09:21AM	Is It Too Late to Buy Carvana Stock? (Motley Fool)
Aug-19-24 01:34PM	Carvana developing auto reconditioning center (Chain Store Age)
06:00AM	Carvana Develops First Auction-IRC Megasite in Kansas City (Business Wire)
Aug-14-24 11:50AM	Carvana (CVNA) Soars 270% in a Year: Will the Bull Run Continue? (Zacks)
Aug-11-24 11:00AM	3 Meme Stocks to Sell in August Before They Crash & Burn (InvestorPlace)
Aug-09-24 09:46AM	Carvana (CVNA) Stock Barely Moves Since Q2 Earnings Beat (Zacks)
Aug-08-24 02:19PM	Carvana Co. (CVNA) Leading Innovation in Auto Retail Among Top Stocks (Insider Monkey)
11:03AM	If You Invested $1,000 in Carvana a Year Ago, Here's How Much You Would Have Today (Motley Fool)
05:15AM	Carvana Has Now Reported 2 Profitable Quarters. Time to Buy? (Motley Fool)
12:20PM	Loading…
Aug-05-24 12:20PM	Why Carvana (CVNA) Might be Well Poised for a Surge (Zacks)
Aug-01-24 07:47PM	Analysts tinker with Carvana stock price targets after earnings (TheStreet) +9.98% -6.36%
04:21PM	These Stocks Moved the Most Today: Meta, Moderna, Qualcomm, Arm, Western Digital, Apple, Amazon, Intel, and More (Barrons.com)
04:07PM	Carvana Earnings Surge As Used-Car Sales Accelerate, Key Metrics Improve (Investor's Business Daily)
01:35PM	Stocks to Watch Thursday: Meta, Apple, Shake Shack, Carvana (The Wall Street Journal)
12:53PM	These Stocks Are Moving the Most Today: Meta, Moderna, Qualcomm, Arm, Western Digital, Apple, Amazon, Intel, and More (Barrons.com)
11:57AM	Carvana Stock Jumps on Impressive Earnings. One Bull Sees Another 50% Gain for Shares. (Barrons.com)
11:05AM	Rounding up automakers' financial results (Autoblog)
10:59AM	Carvana CEO Ernie Garcia on Q2 results: Most profitable quarter of any automotive retailer ever (CNBC TV)
10:27AM	Carvana Stock Is Jumping After a Surprise Profit and Upbeat Outlook (Investopedia)
10:00AM	Carvana stock pops on surprise Q2 profit (Yahoo Finance Video)
09:47AM	Etsy downgraded, Carvana upgraded: Wall Street's top analyst calls (The Fly)
07:23AM	Meta surges, Apple and Amazon on deck: Yahoo Finance (Yahoo Finance Video)
06:28AM	Carvana shares surge on robust 2024 core profit forecast (Reuters)
01:04AM	Decoding Carvana Co (CVNA): A Strategic SWOT Insight (GuruFocus.com)
08:30PM	Loading…
Jul-31-24 08:30PM	Carvana (CVNA) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks) +5.09%
06:56PM	Carvana stock skyrockets on massive Q2 sales beat (CNBC TV)
06:10PM	Carvana: Q2 Earnings Snapshot (Associated Press Finance)
05:40PM	Carvana, Etsy, Teladoc: After-hours movers (Yahoo Finance Video)
05:06PM	Carvana Stock Surges as Earnings Reveal Surprise Profit (Barrons.com)
05:00PM	Carvana Earnings: A Positive Surprise As Key Metrics Improve, Car Sales Accelerate (Investor's Business Daily)
04:42PM	Carvana Earnings: Key Profitability Metrics Improve As Used-Car Sales Accelerate (Investor's Business Daily)
04:14PM	Carvana Earnings Due With 'Industry-Leading' Margins In Spotlight; AutoNation Jumps (Investor's Business Daily)
04:11PM	Carvana forecasts 2024 core profit above Wall Street expectations (Reuters)
04:10PM	Carvana Announces Industry-Leading Second Quarter 2024 Results (Business Wire)
12:19PM	Fed hints a rate cut could be coming, investors eye Meta earnings: Yahoo Finance (Yahoo Finance Video)
Jul-29-24 09:43AM	Is Carvana (CVNA) Worth Buying Pre-Q2 Earnings Release? (Zacks)
09:16AM	Countdown to Carvana (CVNA) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
08:00AM	Carvana to Present at Upcoming J.P. Morgan Automotive Conference (Business Wire)
07:24AM	Carvanas CFO says a 3-step strategy restored growth and profitability (Fortune)
Jul-27-24 05:18PM	CarMax Had a Rough Quarter. Why I'm Still Betting on Its Business Over Carvana (Motley Fool)
Jul-26-24 03:18AM	3 Growth Stocks Wall Street Analysts Think Are Overpriced (Motley Fool) +7.05%
Jul-25-24 06:15PM	Why the Market Dipped But Carvana (CVNA) Gained Today (Zacks)
Jul-24-24 10:01AM	Carvana (CVNA) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Jul-23-24 09:00AM	Carvana EV Trends Report Reveals Broadening Appeal and Accessibility of Used EVs (Business Wire)
Jul-22-24 09:35AM	Carvana (CVNA) Recently Broke Out Above the 20-Day Moving Average (Zacks)
Jul-19-24 06:00PM	Why the Market Dipped But Carvana (CVNA) Gained Today (Zacks)
02:26PM	Carvana Stock Rises as Bullish JPMorgan Analysts Predict an Earnings Beat (Investopedia)
Jul-18-24 12:00PM	Carvana (CVNA) Is Up 6.40% in One Week: What You Should Know (Zacks)
Jul-16-24 11:00AM	Carvana and Jimmie Johnson Fuel Automotive Education with Equipment and Vehicle Donation (Business Wire)
Jul-12-24 01:28PM	Consumer sentiment falls, Biden's NATO missteps, Tesla delay: Catalysts (Yahoo Finance Video)
01:02PM	Carvana Stock Eyes Highest Close in Years as Bulls Come Back. The Valuation Is Still Nuts. (Barrons.com)
12:00PM	Carvana (CVNA) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
11:30AM	Carvana stock jumps on positive outlook from BTIG team (Yahoo Finance Video)
10:13AM	Carvanas Bulls Are Back. The Stocks Valuation Is Still Nuts. (Barrons.com)
01:58AM	CarMax (KMX) Fell in Q2 (Insider Monkey)
Jul-11-24 06:15PM	Carvana (CVNA) Stock Moves -0.79%: What You Should Know (Zacks)
02:49PM	Follow the Exit Signs: 3 Bloated Stocks on the Verge of Collapse (InvestorPlace)
06:55AM	July 2024 Sell Alert: 3 Overvalued Stocks to Offload Now (InvestorPlace)
Jul-10-24 04:52PM	S&P 500 Gains and Losses Today: Deckers Outdoor Stock Slips Amid Sales Slowdown (Investopedia)
04:08PM	Carvana Stock Hits Buy Zone, CarMax Jumps With Used-Car Market Poised To Rebound (Investor's Business Daily)
03:40PM	Carvana Stock, CarMax Rally With Used-Car Market Poised To Rebound (Investor's Business Daily)
03:25PM	How to trade Mastercard and Carvana (CNBC TV)
01:21PM	Powell testimony Day 2, S&P 500, Cava CEO: Morning Brief (Yahoo Finance Video)
12:37PM	Top Stock Movers Now: Carvana, CarMax, Nvidia, LegalZoom, and More (Investopedia)
12:26PM	Carvana Stock Rises After Needham Upgrade, New EV Shopping Features (Investopedia)
11:35AM	Carvana Stock Rises On Pair Of Upgrades After More Than Doubling (Investor's Business Daily)
11:20AM	Cramer's Stop Trading: Carvana (CNBC TV)
10:13AM	Carvana stock jumps, upgraded to Buy at Needham (Yahoo Finance Video)
09:37AM	Carvana upgraded, LegalZoom downgraded: Wall Street's top analyst calls (The Fly)
09:04AM	Carvana Stock Rises. The Story Is Changing. (Barrons.com)
07:26AM	Carvana EV Tax Credits Are Easier to Get. The Stock Is Up. (Barrons.com)
06:00AM	Carvana Launches Streamlined Shopping and Checkout Experience for Used EV Buyers (Business Wire)
Jul-09-24 10:03AM	Carvana (CVNA) Jumps 130% YTD: What Should Investors Do Now? (Zacks)
06:20AM	The 3 Best Auto Stocks to Buy In July 2024 (InvestorPlace)
Jul-06-24 05:00PM	CarMax's Q1 Waves Red Flags for Carvana Stock (Motley Fool)
Jul-03-24 08:00AM	Carvana to Report Second Quarter 2024 Results and Host Quarterly Conference Call on July 31 (Business Wire)
07:45AM	Time to Exit: 3 Tech Stocks Flashing Warning Signs (InvestorPlace)
Jul-01-24 07:18AM	How Carvanas CFO helped power a stock turnaround that is nothing short of remarkable (Fortune)
06:42AM	After a meteoric rise and equally epic fall, Carvanas stock is up more than 500% in a year. But one top analyst thinks the ride gets rougher from here (Fortune)
Jun-27-24 04:34PM	Carvana Showcases Proprietary Technology and Infrastructure Supporting Efficient, Scalable Operations During Investor Tour (Business Wire)
Jun-26-24 06:00PM	Carvana (CVNA) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
06:00AM	Carvana Continues Same Day Delivery Expansion in Richmond Area (Business Wire)
Jun-25-24 02:11AM	Insider Sale: President of Special Projects at Carvana Co (CVNA) Sells 25,000 Shares (GuruFocus.com) +7.60%
Jun-24-24 08:02AM	CarMax, Inc. (NYSE:KMX) Q1 2025 Earnings Call Transcript (Insider Monkey) +5.76%
Jun-23-24 02:00PM	3 Tech Stocks to Sell in June Before They Crash & Burn (InvestorPlace)
Jun-22-24 06:44AM	3 Growth Stocks Under $20 That Can Trade in Triple Digits in 3 Years (InvestorPlace)
Jun-21-24 04:21PM	3 Auto Stocks to Buy Now: June 2024 (InvestorPlace) +5.76%
07:00AM	Don't Be Fooled: 3 Glittering Stocks That Are Worthless Beneath the Surface (InvestorPlace)
12:28AM	Caution! 3 Overvalued Stocks Ready for a Sharp Correction. (InvestorPlace)
Jun-20-24 09:09AM	Silence is Golden: 3 Overlooked Stocks Quietly Minting Millionaires (InvestorPlace)
Jun-19-24 07:18AM	Wall Street Favorites: 3 Auto Stocks With Strong Buy Ratings for June 2024 (InvestorPlace)
Jun-18-24 06:00PM	Carvana (CVNA) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
08:00AM	Carvana Wins CSO Award for Innovative Security Approach (Business Wire)
06:30AM	These 3 Growth Stocks Have Outperformed Nvidia in the Past Year (Motley Fool)

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GARCIA ERNEST C. II	10% Owner	Sep 04 '24	Sale	145.73	75,000	10,929,601	0	Sep 05 03:45 PM
GARCIA ERNEST C. II	10% Owner	Sep 03 '24	Sale	145.32	75,000	10,899,334	0	Sep 05 03:45 PM
GARCIA ERNEST C. II	10% Owner	Aug 29 '24	Sale	152.97	100,000	15,297,065	0	Sep 03 05:30 PM
GARCIA ERNEST C. II	10% Owner	Aug 30 '24	Sale	149.16	100,000	14,916,135	0	Sep 03 05:30 PM
GARCIA ERNEST C. II	10% Owner	Aug 27 '24	Sale	156.85	100,000	15,684,651	0	Aug 29 05:28 PM
GARCIA ERNEST C. II	10% Owner	Aug 28 '24	Sale	155.69	100,000	15,569,132	0	Aug 29 05:28 PM
GARCIA ERNEST C. II	10% Owner	Aug 23 '24	Sale	155.94	100,000	15,593,611	90,814	Aug 27 07:38 PM
GARCIA ERNEST C. II	10% Owner	Aug 26 '24	Sale	156.46	90,814	14,208,944	0	Aug 27 07:38 PM
GARCIA ERNEST C. II	10% Owner	Aug 26 '24	Sale	156.95	9,186	1,441,710	0	Aug 27 07:38 PM
GARCIA ERNEST C. II	10% Owner	Aug 22 '24	Sale	155.53	100,000	15,553,260	190,814	Aug 23 06:18 PM
GARCIA ERNEST C. II	10% Owner	Aug 21 '24	Sale	155.51	100,000	15,551,204	290,814	Aug 23 06:18 PM
GARCIA ERNEST C. II	10% Owner	Aug 19 '24	Sale	154.95	100,000	15,495,017	490,814	Aug 21 05:46 PM
GARCIA ERNEST C. II	10% Owner	Aug 20 '24	Sale	154.04	100,000	15,403,640	390,814	Aug 21 05:46 PM
GARCIA ERNEST C. II	10% Owner	Aug 16 '24	Sale	152.09	100,000	15,209,016	590,814	Aug 19 08:30 PM
GARCIA ERNEST C. II	10% Owner	Aug 15 '24	Sale	148.68	100,000	14,867,656	690,814	Aug 19 08:30 PM
PLATT IRA J.	Director	Aug 13 '24	Sale	141.62	7,338	1,039,230	30,891	Aug 15 07:06 PM
PLATT IRA J.	Director	Aug 15 '24	Sale	150.00	664	99,600	30,227	Aug 15 07:06 PM
GARCIA ERNEST C. II	10% Owner	Aug 14 '24	Sale	143.80	75,000	10,784,658	790,814	Aug 15 04:35 PM
GARCIA ERNEST C. II	10% Owner	Aug 13 '24	Sale	142.55	75,000	10,691,351	865,814	Aug 15 04:35 PM
IRA PLATT	Director	Aug 15 '24	Proposed Sale	142.00	664	94,288		Aug 15 04:32 PM
GARCIA ERNEST C. II	10% Owner	Aug 09 '24	Sale	135.03	75,000	10,126,954	1,015,814	Aug 13 06:08 PM
GARCIA ERNEST C. II	10% Owner	Aug 12 '24	Sale	134.06	75,000	10,054,735	940,814	Aug 13 06:08 PM
IRA PLATT	Director	Aug 13 '24	Proposed Sale	133.48	7,338	979,476		Aug 13 04:25 PM
PLATT IRA J.	Director	Aug 08 '24	Sale	130.33	12,178	1,587,159	43,229	Aug 12 05:41 PM
PLATT IRA J.	Director	Aug 09 '24	Sale	135.00	5,000	675,000	38,229	Aug 12 05:41 PM
GARCIA ERNEST C. II	10% Owner	Aug 07 '24	Sale	134.25	75,000	10,068,648	1,165,814	Aug 09 04:45 PM
GARCIA ERNEST C. II	10% Owner	Aug 08 '24	Sale	131.19	75,000	9,839,115	1,090,814	Aug 09 04:45 PM
IRA PLATT	Director	Aug 09 '24	Proposed Sale	133.41	5,000	667,050		Aug 09 04:10 PM
IRA PLATT	Director	Aug 08 '24	Proposed Sale	128.64	12,178	1,566,578		Aug 08 04:16 PM
GARCIA ERNEST C. II	10% Owner	Aug 06 '24	Sale	137.84	75,000	10,338,373	1,240,814	Aug 07 06:52 PM
GARCIA ERNEST C. II	10% Owner	Aug 05 '24	Sale	130.69	75,000	9,801,526	1,315,814	Aug 07 06:50 PM
GARCIA ERNEST C. II	10% Owner	Aug 01 '24	Sale	147.45	100,000	14,744,722	1,465,814	Aug 05 05:52 PM
GARCIA ERNEST C. II	10% Owner	Aug 02 '24	Sale	137.34	75,000	10,300,770	1,390,814	Aug 05 05:52 PM
JENKINS MARK W.	Chief Financial Officer	Aug 01 '24	Sale	146.14	5,000	730,711	180,609	Aug 02 05:29 PM
GILL DANIEL J.	Chief Product Officer	Aug 01 '24	Sale	150.00	20,000	3,000,000	359,370	Aug 02 05:29 PM
GARCIA ERNEST C. II	10% Owner	Jul 31 '24	Sale	133.41	75,000	10,005,643	1,565,814	Aug 01 06:52 PM
GARCIA ERNEST C. II	10% Owner	Jul 30 '24	Sale	127.57	75,000	9,567,770	1,640,814	Aug 01 06:52 PM
DANIEL J GILL & LIAN B GILL FA	Officer	Aug 01 '24	Proposed Sale	133.23	20,000	2,664,600		Aug 01 04:30 PM
MARK JENKINS	Officer	Aug 01 '24	Proposed Sale	133.23	5,000	666,150		Aug 01 04:29 PM
GARCIA ERNEST C. II	10% Owner	Jul 26 '24	Sale	130.52	75,000	9,789,300	1,790,814	Jul 30 04:52 PM
GARCIA ERNEST C. II	10% Owner	Jul 29 '24	Sale	128.81	75,000	9,660,807	1,715,814	Jul 30 04:52 PM
GARCIA ERNEST C. II	10% Owner	Jul 25 '24	Sale	126.78	75,000	9,508,130	1,865,814	Jul 26 05:44 PM
GARCIA ERNEST C. II	10% Owner	Jul 24 '24	Sale	125.21	75,000	9,390,548	1,940,814	Jul 26 05:44 PM
GARCIA ERNEST C. II	10% Owner	Jul 22 '24	Sale	130.75	75,000	9,806,476	2,090,814	Jul 24 06:58 PM
GARCIA ERNEST C. II	10% Owner	Jul 23 '24	Sale	128.18	75,000	9,613,275	2,015,814	Jul 24 06:58 PM
GARCIA ERNEST C. II	10% Owner	Jul 19 '24	Sale	132.50	75,000	9,937,132	2,165,814	Jul 22 04:27 PM
GARCIA ERNEST C. II	10% Owner	Jul 18 '24	Sale	131.89	75,000	9,891,707	2,240,814	Jul 22 04:27 PM
GARCIA ERNEST C. II	10% Owner	Jul 16 '24	Sale	144.67	75,000	10,850,394	2,390,814	Jul 18 08:00 PM
GARCIA ERNEST C. II	10% Owner	Jul 17 '24	Sale	136.18	75,000	10,213,793	2,315,814	Jul 18 08:00 PM
BREAUX PAUL W.	See Remarks	Jul 16 '24	Sale	145.00	15,000	2,175,000	114,124	Jul 18 07:05 PM
GARCIA ERNEST C. II	10% Owner	Jul 15 '24	Sale	141.32	75,000	10,598,946	2,465,814	Jul 16 07:37 PM
GARCIA ERNEST C. II	10% Owner	Jul 12 '24	Sale	136.63	37,500	5,123,647	0	Jul 16 07:32 PM
GARCIA ERNEST C. II	10% Owner	Jul 12 '24	Sale	134.78	37,500	5,054,229	2,540,814	Jul 16 07:32 PM
GARCIA ERNEST C. II	10% Owner	Jul 11 '24	Sale	131.63	75,000	9,872,597	37,500	Jul 12 06:24 PM
GARCIA ERNEST C. II	10% Owner	Jul 10 '24	Sale	130.78	75,000	9,808,449	112,500	Jul 12 06:24 PM
GARCIA ERNEST C. II	10% Owner	Jul 08 '24	Sale	124.69	75,000	9,351,676	262,500	Jul 10 07:59 PM
GARCIA ERNEST C. II	10% Owner	Jul 09 '24	Sale	123.43	75,000	9,257,509	187,500	Jul 10 07:59 PM
GARCIA ERNEST C. II	10% Owner	Jul 03 '24	Sale	127.09	75,000	9,532,049	412,500	Jul 08 06:03 PM
GARCIA ERNEST C. II	10% Owner	Jul 05 '24	Sale	125.72	75,000	9,428,786	337,500	Jul 08 06:03 PM
GARCIA ERNEST C. II	10% Owner	Jul 01 '24	Sale	124.72	75,000	9,354,234	562,500	Jul 03 06:34 PM
GARCIA ERNEST C. II	10% Owner	Jul 02 '24	Sale	124.70	75,000	9,352,507	487,500	Jul 03 06:34 PM
JENKINS MARK W.	Chief Financial Officer	Jul 01 '24	Option Exercise	10.07	50,000	503,500	241,580	Jul 03 05:43 PM
JENKINS MARK W.	Chief Financial Officer	Jul 01 '24	Sale	124.08	55,000	6,824,271	186,580	Jul 03 05:43 PM
GARCIA ERNEST C. II	10% Owner	Jun 28 '24	Sale	131.76	75,000	9,882,096	637,500	Jul 01 07:25 PM
GARCIA ERNEST C. II	10% Owner	Jun 27 '24	Sale	128.97	75,000	9,673,039	712,500	Jul 01 07:25 PM
GARCIA ERNEST C. II	10% Owner	Jun 26 '24	Sale	126.97	75,000	9,523,093	787,500	Jun 27 07:11 PM
GARCIA ERNEST C. II	10% Owner	Jun 25 '24	Sale	123.22	75,000	9,241,814	862,500	Jun 27 07:11 PM
GARCIA ERNEST C. II	10% Owner	Jun 24 '24	Sale	115.77	60,000	6,945,965	937,500	Jun 25 04:53 PM
GARCIA ERNEST C. II	10% Owner	Jun 21 '24	Sale	110.72	60,000	6,642,964	997,500	Jun 25 04:53 PM
Taira Thomas	President, Special Projects	Jun 24 '24	Sale	120.00	25,000	3,000,000	161,397	Jun 24 06:41 PM
GARCIA ERNEST C. II	10% Owner	Jun 18 '24	Sale	110.28	60,000	6,616,738	1,117,500	Jun 21 06:00 PM
GARCIA ERNEST C. II	10% Owner	Jun 20 '24	Sale	108.86	60,000	6,531,506	1,057,500	Jun 21 06:00 PM
Taira Thomas	President, Special Projects	Jun 18 '24	Option Exercise	38.00	20,000	760,000	206,397	Jun 18 07:57 PM
Taira Thomas	President, Special Projects	Jun 18 '24	Sale	110.35	20,000	2,207,000	186,397	Jun 18 07:57 PM
GARCIA ERNEST C. II	10% Owner	Jun 17 '24	Sale	104.79	60,000	6,287,530	1,177,500	Jun 18 05:53 PM
GARCIA ERNEST C. II	10% Owner	Jun 14 '24	Sale	102.91	60,000	6,174,444	1,237,500	Jun 18 05:53 PM
Taira Thomas	President, Special Projects	Jun 14 '24	Option Exercise	10.07	68,556	690,359	254,953	Jun 17 06:00 PM
Taira Thomas	President, Special Projects	Jun 14 '24	Sale	102.74	68,556	7,043,545	186,397	Jun 17 06:00 PM
GARCIA ERNEST C. II	10% Owner	Jun 12 '24	Sale	110.25	60,000	6,614,975	1,357,500	Jun 14 05:15 PM
GARCIA ERNEST C. II	10% Owner	Jun 13 '24	Sale	107.44	60,000	6,446,263	1,297,500	Jun 14 05:15 PM
GARCIA ERNEST C. II	10% Owner	Jun 10 '24	Sale	108.04	60,000	6,482,624	1,477,500	Jun 12 06:21 PM
GARCIA ERNEST C. II	10% Owner	Jun 11 '24	Sale	103.64	60,000	6,218,352	1,417,500	Jun 12 06:21 PM
GARCIA ERNEST C. II	10% Owner	Jun 07 '24	Sale	107.15	60,000	6,428,913	1,537,500	Jun 10 04:57 PM
GARCIA ERNEST C. II	10% Owner	Jun 06 '24	Sale	105.14	60,000	6,308,571	1,597,500	Jun 10 04:57 PM
GARCIA ERNEST C. II	10% Owner	Jun 05 '24	Sale	102.98	60,000	6,178,502	1,657,500	Jun 06 06:16 PM
GARCIA ERNEST C. II	10% Owner	Jun 04 '24	Sale	99.83	60,000	5,989,935	1,717,500	Jun 06 06:16 PM
JENKINS MARK W.	Chief Financial Officer	Jun 03 '24	Sale	99.25	5,000	496,271	192,552	Jun 04 05:50 PM
GARCIA ERNEST C. II	10% Owner	Jun 03 '24	Sale	100.36	60,000	6,021,495	1,777,500	Jun 04 04:54 PM
GARCIA ERNEST C. II	10% Owner	May 31 '24	Sale	100.20	60,000	6,011,715	1,837,500	Jun 04 04:54 PM
GARCIA ERNEST C. II	10% Owner	May 30 '24	Sale	104.74	60,000	6,284,114	1,897,500	May 31 06:03 PM
GARCIA ERNEST C. II	10% Owner	May 29 '24	Sale	104.70	60,000	6,282,092	1,957,500	May 31 06:03 PM
GARCIA ERNEST C. II	10% Owner	May 24 '24	Sale	110.84	60,000	6,650,316	2,077,500	May 29 06:05 PM
GARCIA ERNEST C. II	10% Owner	May 28 '24	Sale	105.62	60,000	6,337,044	2,017,500	May 29 06:05 PM
GARCIA ERNEST C. II	10% Owner	May 22 '24	Sale	115.78	60,000	6,946,646	2,197,500	May 24 03:49 PM
GARCIA ERNEST C. II	10% Owner	May 23 '24	Sale	112.05	60,000	6,723,253	2,137,500	May 24 03:49 PM
GARCIA ERNEST C. II	10% Owner	May 20 '24	Sale	118.20	60,000	7,092,072	2,317,500	May 22 05:31 PM
GARCIA ERNEST C. II	10% Owner	May 21 '24	Sale	114.99	60,000	6,899,277	2,257,500	May 22 05:31 PM
GARCIA ERNEST C. II	10% Owner	May 16 '24	Sale	120.15	60,000	7,208,845	2,437,500	May 20 08:02 PM
GARCIA ERNEST C. II	10% Owner	May 17 '24	Sale	117.02	60,000	7,021,113	2,377,500	May 20 08:02 PM
GARCIA ERNEST C. II	10% Owner	May 14 '24	Sale	120.26	60,000	7,215,590	2,557,500	May 16 06:50 PM

Open in Screener

STX

Seagate Technology Holdings Plc

Sep 06 • 04:00PM ET

97.98

Dollar change -2.83
Percentage change -2.81	%

Technology • Computer Hardware • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

STX Seagate Technology Holdings Plc daily Stock Chart

Held by: VTI VOO VO SPY IVV DVY VOT VGT XLK VUG

Index	S&P 500	P/E	64.13	EPS (ttm)	1.53	Insider Own	0.45%	Shs Outstand	210.18M	Perf Week	0.45%
Market Cap	20.62B	Forward P/E	10.81	EPS next Y	9.06	Insider Trans	-10.90%	Shs Float	209.40M	Perf Month	6.38%
Income	335.00M	PEG	-	EPS next Q	1.43	Inst Own	89.95%	Short Float	5.60%	Perf Quarter	2.06%
Sales	6.55B	P/S	3.15	EPS this Y	433.58%	Inst Trans	-0.77%	Short Ratio	4.99	Perf Half Y	4.45%
Book/sh	-7.09	P/B	-	EPS next Y	31.64%	ROA	4.38%	Short Interest	11.73M	Perf Year	37.55%
Cash/sh	6.46	P/C	15.16	EPS next 5Y	-	ROE	-	52W Range	62.43 - 113.57	Perf YTD	14.77%
Dividend Est.	2.79 (2.84%)	P/FCF	31.06	EPS past 5Y	-25.87%	ROI	8.29%	52W High	-13.73%	Beta	1.05
Dividend TTM	2.80 (2.86%)	Quick Ratio	0.68	Sales past 5Y	-7.20%	Gross Margin	23.58%	52W Low	56.94%	ATR (14)	3.18
Dividend Ex-Date	Sep 23, 2024	Current Ratio	1.08	EPS Y/Y TTM	162.04%	Oper. Margin	6.92%	RSI (14)	45.48	Volatility	3.51% 2.73%
Employees	30000	Debt/Eq	-	Sales Y/Y TTM	-11.28%	Profit Margin	5.11%	Recom	2.25	Target Price	118.44
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	636.90%	Payout	177.19%	Rel Volume	1.11	Prev Close	100.81
Sales Surprise	0.85%	EPS Surprise	37.85%	Sales Q/Q	17.79%	Earnings	Jul 23 AMC	Avg Volume	2.35M	Price	97.98
SMA20	-2.21%	SMA50	-3.65%	SMA200	6.67%	Trades		Volume	2,611,983	Change	-2.81%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-24-24	Reiterated	TD Cowen	Buy	$110 → $135
Jun-05-24	Reiterated	BofA Securities	Buy	$110
May-14-24	Initiated	Citigroup	Buy	$110
May-01-24	Upgrade	Wedbush	Neutral → Outperform	$100
Mar-26-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$73 → $115
Feb-27-24	Initiated	Evercore ISI	Outperform	$110
Jan-25-24	Reiterated	TD Cowen	Outperform	$85 → $110
Jan-23-24	Initiated	Cantor Fitzgerald	Neutral	$90
Jan-11-24	Downgrade	Exane BNP Paribas	Neutral → Underperform	$65
Oct-27-23	Reiterated	UBS	Neutral	$60 → $70
Oct-27-23	Reiterated	Rosenblatt	Buy	$68 → $78
Oct-27-23	Reiterated	Morgan Stanley	Equal-Weight	$60 → $67
Oct-27-23	Reiterated	Mizuho	Buy	$66 → $70
Oct-26-23	Upgrade	Summit Insights	Sell → Hold
Sep-07-23	Downgrade	Barclays	Overweight → Equal Weight	$65
Jul-27-23	Downgrade	Summit Insights	Buy → Sell
Apr-21-23	Reiterated	UBS	Neutral	$65 → $60
Apr-21-23	Reiterated	TD Cowen	Outperform	$72 → $70
Apr-21-23	Reiterated	Susquehanna	Negative	$35 → $32
Apr-21-23	Reiterated	Rosenblatt	Buy	$75 → $70

Show Previous Ratings

Sep-06-24 01:28AM	Insider Sale: CEO William Mosley Sells 20,000 Shares of Seagate Technology Holdings PLC (STX) (GuruFocus.com)
Sep-04-24 05:00PM	S&P 500 Gains and Losses Today: Dollar Tree Stock Tumbles After Earnings Miss (Investopedia)
Sep-02-24 12:20PM	Surging Earnings Estimates Signal Upside for Seagate (STX) Stock (Zacks)
Aug-31-24 11:48AM	Billionaire Stan Druckenmiller Is Betting On Seagate Technology Holdings plc (STX) (Insider Monkey)
Aug-28-24 02:46PM	Is Seagate Technology Holdings plc (STX) the Best Affordable Tech Stock to Buy According to Analysts? (Insider Monkey)
04:00PM	Loading…
Aug-22-24 04:00PM	Hunting For Magnificent Growth Next Year? Check Out These 7 Stocks. (Investor's Business Daily)
11:30AM	Why Is Seagate (STX) Down 4.7% Since Last Earnings Report? (Zacks)
Aug-21-24 04:05PM	Seagate to Participate in Upcoming Investor Events (Business Wire)
Aug-20-24 10:00AM	On The Hunt For Magnificent Growth Next Year? Check These 7 Stocks. (Investor's Business Daily)
Aug-19-24 11:51AM	Seagate (STX) Stock Jumps 19% YTD: Is it Too Late to Invest? (Zacks)
Aug-16-24 04:01PM	7 Best Stocks For Magnificent Earnings Growth Next Year (Investor's Business Daily)
Aug-15-24 06:15AM	3 S&P 500 Stocks to Buy on the Dip: August 2024 (InvestorPlace)
Aug-14-24 03:43PM	3 Tech Stocks to Buy on the Dip: August 2024 (InvestorPlace)
08:51AM	Is Seagate Technology (STX) the Best Data Storage Stock To Buy Now? (Insider Monkey)
Aug-13-24 04:37AM	Seagate Technology Holdings plc (STX): An In-Depth Analysis of Its Position and Growth Potential (Insider Monkey)
07:00AM	Loading…
Aug-12-24 07:00AM	7 A-Rated Tech Stocks to Top Your August 2024 Buy List (InvestorPlace)
Aug-09-24 07:02PM	Insider Selling: CEO William Mosley Sells 20,000 Shares of Seagate Technology Holdings PLC (STX) (GuruFocus.com)
09:57AM	The 3 Best Retirement Stocks to Buy in August 2024 (InvestorPlace)
Aug-07-24 02:26PM	3 Dividend Stocks to Sell in August Before They Crash & Burn (InvestorPlace)
Aug-05-24 02:08PM	Seagate Kicks Off Canada E-Commerce Launch with Sitewide Discount (Business Wire)
Aug-03-24 01:03AM	Decoding Seagate Technology Holdings PLC (STX): A Strategic SWOT Insight (GuruFocus.com)
Jul-30-24 06:43PM	Analyst Report: Seagate Technology Holdings plc (Morningstar Research)
09:55AM	Here's Why Seagate (STX) Looks Ripe for Bottom Fishing (Zacks)
Jul-29-24 12:00PM	What Makes Seagate (STX) a Strong Momentum Stock: Buy Now? (Zacks)
Jul-26-24 11:15AM	Seagate (STX) Q4 Earnings Top Estimates on Upbeat Demand Trends (Zacks)
Jul-25-24 01:53PM	3 Dividend Stocks to Buy on the Dip: July 2024 (InvestorPlace) -5.09%
12:20PM	Earnings Estimates Moving Higher for Seagate (STX): Time to Buy? (Zacks)
09:50AM	Here's Why Seagate (STX) is a Strong Momentum Stock (Zacks)
Jul-24-24 07:37PM	Analysts reset Seagate stock price targets after earnings (TheStreet)
07:37PM	Analysts reboot Seagate Technology stock price targets after earnings (TheStreet)
07:06PM	Loading…
07:06PM	3 S&P 500 Stocks to Buy on the Dip: July 2024 (InvestorPlace)
04:40PM	Seagate Stock Rises On Better-Than-Expected Earnings, Revenue (Investor's Business Daily)
03:39PM	Strong Earnings Suggest the Tech Stock Selloff Is Overdone (InvestorPlace)
01:33PM	Why Is Seagate Technology (STX) Stock Rocketing Higher Today (StockStory)
12:22PM	Top Stock Movers Now: Tesla, Alphabet, AT&T, and More (Investopedia)
10:10AM	Q4 2024 Seagate Technology Holdings PLC Earnings Call (Thomson Reuters StreetEvents)
07:58AM	Seagate's (STX) Q4 Earnings Beat Estimates, Revenues Up Y/Y (Zacks)
01:51AM	Analyst Report: Seagate Technology Holdings plc (Morningstar Research)
01:15AM	Seagate Technology Plc (STX) Q4 2024 Earnings Call Transcript (Motley Fool)
Jul-23-24 06:00PM	Seagate (STX) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:20PM	Seagate (STX) Beats Q4 Earnings and Revenue Estimates (Zacks)
05:15PM	Seagate forecasts first-quarter revenue above estimates, shares jump (Reuters)
05:11PM	Seagate Stock Rises As Earnings, Revenue Beat Expectations (Investor's Business Daily)
04:25PM	Seagate: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:19PM	Seagate Technology (NASDAQ:STX) Surprises With Q2 Sales, Stock Soars (StockStory)
04:05PM	Seagate Technology Reports Fiscal Fourth Quarter and Fiscal Year 2024 Financial Results (Business Wire)
Jul-22-24 03:02AM	Seagate Technology (STX) Reports Earnings Tomorrow: What To Expect (StockStory)
Jul-19-24 08:39AM	Factors to Note Ahead of Seagate's (STX) Q4 Earnings Release (Zacks)
Jul-16-24 10:00AM	Seagate (STX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-13-24 06:18AM	The 3 Most Undervalued Stocks Ready for a Triple-Digit Rally (InvestorPlace)
Jul-12-24 06:58AM	3 Dividend Stocks to Buy for Decades of Passive Income (InvestorPlace)
02:44AM	Citi remains bullish on storage stocks amid a cyclical demand recovery (Investing.com)
Jul-11-24 09:40AM	Are Business Services Stocks Lagging Seagate Technology (STX) This Year? (Zacks)
Jul-10-24 07:06PM	Analyst Report: Seagate Technology Holdings plc (Morningstar Research)
Jul-09-24 04:05PM	Seagate Technology to Report Fourth Quarter and Fiscal Year 2024 Financial Results on July 23, 2024 (Business Wire)
Jul-05-24 07:52AM	3 Rock-Solid Stocks for Worry-Free Retirement Investing (InvestorPlace)
Jul-03-24 07:21PM	Analyst Report: Seagate Technology Holdings plc (Morningstar Research)
08:00AM	3 Earnings All-Stars With More Room to Run (InvestorPlace)
07:50AM	3 Hot Stocks Ready to Ignite a Major Market Rally (InvestorPlace)
06:08AM	3 Data Storage Stocks Poised to Profit From the AI Boom (InvestorPlace)
Jul-02-24 09:00AM	7 Best Stocks For Magnificent Earnings Growth Next Year (Investor's Business Daily)
Jun-27-24 11:15AM	3 Hardware Stocks to Buy for the Artificial Intelligence Era (InvestorPlace)
Jun-21-24 01:30PM	The Emperor's New Stocks: 3 Overhyped Picks That Are Naked Beneath the Buzz (InvestorPlace)
09:50AM	Here's Why Seagate (STX) is a Strong Momentum Stock (Zacks)
Jun-19-24 09:49AM	Seagate (STX) Collaborates With eBay to Boost Sustainability (Zacks)
Jun-18-24 09:00AM	Seagate Teams Up with eBay to Expand Hard Drive Circularity Program (Business Wire)
Jun-17-24 07:14PM	Analyst Report: Seagate Technology Holdings plc (Morningstar Research)
08:16AM	Seagate (STX) Stock Surges 21.6% YTD: Will the Rally Last? (Zacks)
Jun-14-24 04:14AM	Spotting Winners: Seagate Technology (NASDAQ:STX) And Semiconductors Stocks In Q1 (StockStory)
Jun-13-24 07:00PM	Insider Sale: EVP & Chief Commercial Officer Ban Teh Sells 10,742 Shares of Seagate ... (GuruFocus.com)
12:42PM	Is Seagate Technology Holdings plc (NASDAQ:STX) The Best Hardware Stock To Buy According To Goldman Sachs? (Insider Monkey)
Jun-11-24 04:56PM	S&P 500 Gains and Losses Today: Apple Soars on AI, ChatGPT Integration (Investopedia)
Jun-10-24 09:00AM	Seagate Announces New Chief Legal Officer (Business Wire)
Jun-03-24 09:50AM	Why Seagate (STX) is a Top Momentum Stock for the Long-Term (Zacks)
Jun-01-24 11:08PM	5 big analyst AI moves: Apple reiterated as Top Pick, C3.ai stock upgraded (Investing.com)
May-30-24 06:27AM	3 Unnoticed Stocks That Could Make You a Millionaire by 2027 (InvestorPlace)
May-27-24 06:00AM	7 Tech Stocks That Also Provide Passive Income (InvestorPlace)
May-23-24 11:30AM	Seagate (STX) Up 8.7% Since Last Earnings Report: Can It Continue? (Zacks)
May-16-24 12:00PM	Seagate (STX) Is Up 7.44% in One Week: What You Should Know (Zacks)
08:41AM	Citigroup Says Buy These 2 Storage Stocks Amid Cyclical Demand Recovery (TipRanks)
02:53AM	Insider Sale: EVP & Chief Commercial Officer Ban Teh Sells Shares of Seagate Technology ... (GuruFocus.com)
May-15-24 04:05PM	Seagate to Participate in Upcoming Investor Events (Business Wire)
07:49AM	Seagate (STX) Up 58.2% in the Past Year: Will the Rally Last? (Zacks)
May-14-24 10:35AM	Western Digital and Seagate Stocks Score Buy Ratings. Look for Storage Demand Recovery. (Barrons.com)
May-13-24 12:20PM	Can Seagate (STX) Run Higher on Rising Earnings Estimates? (Zacks)
May-09-24 03:16AM	Seagate Technology Holdings Insider Sold Shares Worth $1,004,220, According to a Recent SEC Filing (MT Newswires)
May-04-24 10:27AM	Morgan Stanley's Top 15 Stock Picks for 2024 (Insider Monkey)
May-03-24 03:18PM	3 Stocks to Buy That Morgan Stanley Is Loving Right Now (InvestorPlace)
May-01-24 11:06AM	Seagate Earnings Could Grow 10 Times in Just 2 Years, Analyst Says. Heres Why. (Barrons.com)
10:36AM	Top 20 Tech Companies in Silicon Valley (Insider Monkey)
07:15AM	Wedbush Upgrades Seagate Technology Holdings to Outperform From Neutral, Notes Near-Term Upside Potential, Price Target is $100 (MT Newswires)
Apr-27-24 01:07AM	Decoding Seagate Technology Holdings PLC (STX): A Strategic SWOT Insight (GuruFocus.com)
Apr-26-24 12:05PM	Solid Demand, Upbeat View to Fuel Seagate (STX) Post Q3 Earnings (Zacks)
12:00PM	Seagate (STX) Moves to Buy: Rationale Behind the Upgrade (Zacks)
Apr-24-24 10:28AM	Seagate Technology Holdings plc (NASDAQ:STX) Q3 2024 Earnings Call Transcript (Insider Monkey)
09:39AM	Q3 2024 Seagate Technology Holdings PLC Earnings Call (Thomson Reuters StreetEvents)
07:04AM	Seagate's (STX) Q3 Earnings Beat Estimates, Revenues Miss (Zacks)
03:03AM	What To Expect From Western Digitals (WDC) Q1 Earnings (StockStory)
12:00AM	Seagate Technology Plc (STX) Q3 2024 Earnings Call Transcript (Motley Fool)
Apr-23-24 07:50PM	Analyst Report: Seagate Technology Holdings plc (Morningstar Research)

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 2012 and is headquartered in Fremont, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Conyers Yolanda Lee	Director	Sep 04 '24	Sale	96.10	750	72,075	3,034	Sep 05 05:30 PM
MOSLEY WILLIAM D	Chief Executive Officer	Sep 03 '24	Sale	97.18	20,000	1,943,535	634,270	Sep 05 04:18 PM
YOLANDA CONYERS	Director	Sep 04 '24	Proposed Sale	96.78	750	72,585		Sep 04 04:16 PM
MOSLEY WILLIAM D	Chief Executive Officer	Aug 07 '24	Sale	93.46	20,000	1,869,217	654,270	Aug 09 04:16 PM
Romano Gianluca	EVP & CFO	Aug 07 '24	Option Exercise	46.23	4,837	223,615	78,380	Aug 09 04:12 PM
Romano Gianluca	EVP & CFO	Aug 07 '24	Sale	94.54	25,760	2,435,299	52,620	Aug 09 04:12 PM
WILLIAM D. MOSLEY	Director	Aug 07 '24	Proposed Sale	93.68	60,000	5,620,800		Aug 07 04:12 PM
GIANLUCA ROMANO	Officer	Aug 07 '24	Proposed Sale	94.54	25,760	2,435,296		Aug 07 04:04 PM
Teh Ban Seng	EVP & Chief Commercial Officer	Jul 24 '24	Option Exercise	68.83	10,117	696,353	15,564	Jul 26 05:40 PM
Teh Ban Seng	EVP & Chief Commercial Officer	Jul 24 '24	Sale	110.00	10,117	1,112,870	5,387	Jul 26 05:40 PM
Morris John Christopher	SVP, HDD & SDD Products & CTO	Jun 11 '24	Sale	99.99	5,928	592,725	12,185	Jun 13 04:43 PM
Teh Ban Seng	EVP & Chief Commercial Officer	Jun 11 '24	Sale	100.00	10,742	1,074,200	5,042	Jun 13 04:43 PM
Chong Kian Fatt	SVP, Global Operations	Jun 09 '24	Option Exercise	0.00	201	0	603	Jun 11 04:43 PM
Morris John Christopher	SVP, HDD & SDD Products & CTO	Jun 09 '24	Option Exercise	0.00	499	0	18,266	Jun 11 04:43 PM
Teh Ban Seng	EVP & Chief Commercial Officer	Jun 09 '24	Option Exercise	0.00	599	0	15,784	Jun 11 04:43 PM
MOSLEY WILLIAM D	Chief Executive Officer	Jun 09 '24	Option Exercise	0.00	2,814	0	675,006	Jun 11 04:42 PM
Romano Gianluca	EVP & CFO	Jun 09 '24	Option Exercise	0.00	958	0	73,835	Jun 11 04:42 PM
Teh Ban Seng	EVP & Chief Commercial Officer	May 14 '24	Sale	95.00	9,703	921,785	15,185	May 15 05:14 PM
Morris John Christopher	SVP, HDD & SDD Products & CTO	May 07 '24	Sale	90.00	11,158	1,004,220	17,767	May 08 07:52 PM
MOSLEY WILLIAM D	Chief Executive Officer	Mar 09 '24	Option Exercise	0.00	2,814	0	673,192	Mar 12 04:52 PM
MOSLEY WILLIAM D	Chief Executive Officer	Mar 09 '24	Sale	92.69	1,000	92,690	672,192	Mar 12 04:52 PM
Chong Kian Fatt	SVP, Global Operations	Mar 09 '24	Option Exercise	0.00	201	0	402	Mar 12 04:51 PM
Morris John Christopher	SVP, HDD & SDD Products & CTO	Mar 09 '24	Option Exercise	0.00	499	0	29,105	Mar 12 04:51 PM
Morris John Christopher	SVP, HDD & SDD Products & CTO	Mar 09 '24	Sale	92.69	180	16,684	28,925	Mar 12 04:51 PM
Romano Gianluca	EVP & CFO	Mar 09 '24	Option Exercise	0.00	958	0	73,362	Mar 12 04:51 PM
Romano Gianluca	EVP & CFO	Mar 09 '24	Sale	92.69	485	44,955	72,877	Mar 12 04:51 PM
Teh Ban Seng	EVP & Chief Commercial Officer	Mar 09 '24	Option Exercise	0.00	599	0	24,888	Mar 12 04:50 PM
Chong Kian Fatt	SVP, Global Operations	Mar 04 '24	Sale	97.53	11,353	1,107,258	201	Mar 05 05:08 PM
Romano Gianluca	EVP & CFO	Feb 22 '24	Option Exercise	0.00	14,042	0	78,015	Feb 23 04:02 PM
Romano Gianluca	EVP & CFO	Feb 22 '24	Sale	88.02	5,611	493,880	72,404	Feb 23 04:02 PM
Geldmacher Jay L	Director	Feb 07 '24	Sale	87.00	4,500	391,500	2,681	Feb 09 04:09 PM
Teh Ban Seng	EVP & Chief Commercial Officer	Dec 13 '23	Sale	85.00	10,000	850,000	24,289	Dec 14 04:42 PM
Morris John Christopher	SVP, HDD & SDD Products & CTO	Dec 09 '23	Option Exercise	0.00	499	0	28,834	Dec 12 04:53 PM
Morris John Christopher	SVP, HDD & SDD Products & CTO	Dec 09 '23	Sale	80.59	228	18,375	28,606	Dec 12 04:53 PM
Chong Kian Fatt	SVP, Global Operations	Dec 09 '23	Option Exercise	0.00	201	0	11,554	Dec 12 04:53 PM
Teh Ban Seng	EVP & Chief Commercial Officer	Dec 09 '23	Option Exercise	0.00	599	0	34,289	Dec 12 04:52 PM
Teh Ban Seng	EVP & Chief Commercial Officer	Dec 08 '23	Sale	79.70	8,000	637,630	33,690	Dec 12 04:52 PM
Romano Gianluca	EVP & CFO	Dec 09 '23	Option Exercise	0.00	958	0	64,349	Dec 12 04:52 PM
Romano Gianluca	EVP & CFO	Dec 09 '23	Sale	80.59	475	38,280	63,874	Dec 12 04:52 PM
MOSLEY WILLIAM D	Chief Executive Officer	Dec 08 '23	Option Exercise	30.95	153,188	4,741,169	822,148	Dec 12 04:52 PM
MOSLEY WILLIAM D	Chief Executive Officer	Dec 09 '23	Option Exercise	0.00	2,814	0	671,774	Dec 12 04:52 PM
MOSLEY WILLIAM D	Chief Executive Officer	Dec 08 '23	Sale	80.21	153,188	12,287,209	668,960	Dec 12 04:52 PM
MOSLEY WILLIAM D	Chief Executive Officer	Dec 09 '23	Sale	80.59	1,396	112,504	670,378	Dec 12 04:52 PM
SCHUELKE KATHERINE	SVP, CLO & Corporate Secretary	Dec 09 '23	Option Exercise	0.00	499	0	29,311	Dec 12 04:52 PM
SCHUELKE KATHERINE	SVP, CLO & Corporate Secretary	Dec 09 '23	Sale	80.59	248	19,986	29,063	Dec 12 04:52 PM
Romano Gianluca	EVP & CFO	Nov 29 '23	Option Exercise	48.42	61,895	2,996,787	125,286	Nov 30 05:17 PM
Romano Gianluca	EVP & CFO	Nov 29 '23	Sale	79.02	61,895	4,890,817	63,391	Nov 30 05:17 PM
Teh Ban Seng	EVP & Chief Commercial Officer	Nov 15 '23	Sale	75.00	5,000	375,025	41,690	Nov 16 03:53 PM
Romano Gianluca	EVP & CFO	Nov 03 '23	Sale	73.34	16,982	1,245,420	63,391	Nov 06 04:24 PM
CANNON MICHAEL R	Director	Oct 23 '23	Option Exercise	0.00	4,840	0	31,332	Oct 24 06:42 PM
Geldmacher Jay L	Director	Oct 23 '23	Option Exercise	0.00	3,803	0	8,551	Oct 24 06:42 PM
ZANDER EDWARD J	Director	Oct 23 '23	Option Exercise	0.00	3,803	0	3,803	Oct 24 06:42 PM
ZANDER EDWARD J	Director	Oct 23 '23	Sale	65.25	1,370	89,392	0	Oct 24 06:42 PM
BRUNER JUDY	Director	Oct 23 '23	Option Exercise	0.00	3,803	0	3,803	Oct 24 06:42 PM
Tilenius Stephanie	Director	Oct 23 '23	Option Exercise	0.00	3,803	0	12,036	Oct 24 06:41 PM
Conyers Yolanda Lee	Director	Oct 23 '23	Option Exercise	0.00	3,803	0	5,154	Oct 24 06:41 PM
BHATT PRAT	Director	Oct 23 '23	Option Exercise	0.00	3,803	0	8,922	Oct 24 06:41 PM
Arumugavelu Shankar	Director	Oct 23 '23	Option Exercise	0.00	3,803	0	7,679	Oct 24 06:41 PM
CLEMMER RICHARD L	Director	Oct 23 '23	Option Exercise	0.00	3,803	0	15,655	Oct 24 06:41 PM
Haggart Dylan G.	Director	Oct 23 '23	Option Exercise	0.00	3,803	0	11,673	Oct 24 06:40 PM
BRUGGEWORTH ROBERT A	Director	Oct 23 '23	Option Exercise	0.00	3,626	0	3,626	Oct 24 06:40 PM
SCHUELKE KATHERINE	SVP, CLO & Corporate Secretary	Sep 18 '23	Sale	64.39	2,346	151,051	28,812	Sep 19 06:11 PM
SCHUELKE KATHERINE	SVP, CLO & Corporate Secretary	Sep 13 '23	Sale	63.10	7,832	494,162	28,812	Sep 15 02:49 PM
MOSLEY WILLIAM D	Chief Executive Officer	Sep 09 '23	Option Exercise	0.00	30,803	0	637,420	Sep 12 08:30 PM
Romano Gianluca	EVP & CFO	Sep 09 '23	Option Exercise	0.00	11,418	0	73,676	Sep 12 08:27 PM
Morris John Christopher	SVP, HDD & SDD Products & CTO	Sep 09 '23	Option Exercise	0.00	12,272	0	26,451	Sep 12 08:25 PM
Chong Kian Fatt	SVP, Global Operations	Sep 09 '23	Option Exercise	0.00	7,781	0	8,095	Sep 12 08:22 PM
SCHUELKE KATHERINE	SVP, CLO & Corporate Secretary	Sep 09 '23	Option Exercise	0.00	12,337	0	37,571	Sep 12 08:19 PM
Teh Ban Seng	EVP & Chief Commercial Officer	Sep 09 '23	Option Exercise	0.00	13,082	0	42,502	Sep 12 08:16 PM

Open in Screener

TEAM

Atlassian Corporation

Sep 06 • 04:00PM ET

161.31

Dollar change -0.59
Percentage change -0.36	%

Technology • Software - Application • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

TEAM Atlassian Corporation daily Stock Chart

Held by: VTI VO QQQ VXF VUG VOT VGT FDN QTEC IWF

Index	NDX	P/E	-	EPS (ttm)	-1.16	Insider Own	40.07%	Shs Outstand	159.54M	Perf Week	-3.67%
Market Cap	41.95B	Forward P/E	40.31	EPS next Y	4.00	Insider Trans	-1.97%	Shs Float	155.86M	Perf Month	17.39%
Income	-300.52M	PEG	-	EPS next Q	0.64	Inst Own	52.90%	Short Float	1.52%	Perf Quarter	-1.32%
Sales	4.36B	P/S	9.62	EPS this Y	7.42%	Inst Trans	-4.54%	Short Ratio	1.32	Perf Half Y	-20.52%
Book/sh	3.96	P/B	40.69	EPS next Y	27.14%	ROA	-6.45%	Short Interest	2.36M	Perf Year	-21.85%
Cash/sh	8.99	P/C	17.93	EPS next 5Y	35.90%	ROE	-35.62%	52W Range	135.29 - 258.69	Perf YTD	-32.18%
Dividend Est.	-	P/FCF	29.56	EPS past 5Y	15.38%	ROI	-13.46%	52W High	-37.64%	Beta	0.74
Dividend TTM	-	Quick Ratio	1.18	Sales past 5Y	29.28%	Gross Margin	81.30%	52W Low	19.23%	ATR (14)	5.51
Dividend Ex-Date	-	Current Ratio	1.18	EPS Y/Y TTM	39.01%	Oper. Margin	-2.40%	RSI (14)	51.05	Volatility	2.58% 3.03%
Employees	12157	Debt/Eq	1.21	Sales Y/Y TTM	23.31%	Profit Margin	-6.89%	Recom	1.89	Target Price	218.45
Option/Short	Yes / Yes	LT Debt/Eq	1.16	EPS Q/Q	-230.31%	Payout	-	Rel Volume	1.09	Prev Close	161.90
Sales Surprise	0.11%	EPS Surprise	13.50%	Sales Q/Q	20.50%	Earnings	Aug 01 AMC	Avg Volume	1.79M	Price	161.31
SMA20	3.72%	SMA50	-2.71%	SMA200	-15.92%	Trades		Volume	1,946,636	Change	-0.36%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-02-24	Upgrade	Goldman	Neutral → Buy	$200 → $230
Aug-02-24	Downgrade	Robert W. Baird	Outperform → Neutral	$230 → $175
Jul-11-24	Upgrade	CapitalOne	Equal Weight → Overweight	$211
Jul-02-24	Upgrade	Piper Sandler	Neutral → Overweight	$200 → $225
Apr-11-24	Upgrade	Barclays	Equal Weight → Overweight	$275
Mar-19-24	Initiated	KeyBanc Capital Markets	Sector Weight
Dec-18-23	Initiated	CapitalOne	Equal Weight	$238
Dec-01-23	Initiated	Scotiabank	Sector Perform	$185
Oct-02-23	Initiated	UBS	Neutral	$225
Jun-29-23	Initiated	Berenberg	Hold	$150
May-05-23	Downgrade	Goldman	Buy → Neutral	$240 → $165
Jan-05-23	Upgrade	Jefferies	Hold → Buy	$150
Dec-15-22	Initiated	Barclays	Equal Weight	$155
Nov-04-22	Downgrade	Piper Sandler	Overweight → Neutral	$283 → $148
Nov-04-22	Downgrade	Macquarie	Outperform → Neutral	$287 → $147
Jul-20-22	Initiated	Bernstein	Outperform	$257
Jun-27-22	Upgrade	Goldman	Neutral → Buy	$279 → $300
Jan-25-22	Resumed	Citigroup	Buy	$490 → $430
Dec-22-21	Resumed	KeyBanc Capital Markets	Overweight	$442
Dec-16-21	Initiated	Goldman	Neutral	$375

Show Previous Ratings

Sep-03-24 05:39PM	Is Atlassian (TEAM) The Best Australian Stock To Buy According to Hedge Funds? (Insider Monkey)
Sep-01-24 10:18PM	10 AI Stocks That Could Go Parabolic According to Financial Media (Insider Monkey)
Aug-31-24 05:14PM	10 Best Australian Stocks To Buy According to Hedge Funds (Insider Monkey)
04:15AM	History Says the Nasdaq Will Soar: 2 Growth Stocks to Buy Now, According to Wall Street (Motley Fool)
Aug-26-24 06:29PM	Analyst Report: Atlassian Corporation (Morningstar Research)
07:01PM	Loading…
Aug-23-24 07:01PM	Insider Sale: President Anutthara Bharadwaj Sells Shares of Atlassian Corp (TEAM) (GuruFocus.com)
Aug-22-24 10:21AM	Is Atlassian Corporation (TEAM) the Best Enterprise Software Stock to Buy Now? (Insider Monkey)
Aug-21-24 11:08PM	Atlassian Corporation (TEAM): Short Sellers Are Bullish On This Advertising Stock Now (Insider Monkey)
Aug-19-24 07:03AM	5 Things to Know Before the Stock Market Opens (Investopedia)
Aug-18-24 10:02PM	Watch These Atlassian Price Levels as Stock Regains Momentum (Investopedia)
Aug-11-24 02:47PM	Atlassian Corporation (TEAM): Hedge Funds Are Bullish on This AdTech Stock Now (Insider Monkey)
Aug-10-24 09:22PM	8 Best AdTech Stocks to Buy Now (Insider Monkey)
Aug-05-24 01:48PM	Why Clorox, Twilio, and Atlassian Stocks Dropped This Morning (Motley Fool)
09:15AM	International Markets and Atlassian (TEAM): A Deep Dive for Investors (Zacks)
Aug-02-24 06:35PM	Analyst Report: Atlassian Corporation (Morningstar Research) -17.06%
01:21PM	Loading…
01:21PM	Atlassian Stock Plunges as Business Software Company Issues Soft Guidance (Investopedia)
12:16PM	Why Atlassian Stock Plunged to 52-Week Lows Today (Motley Fool)
11:50AM	Why Atlassian (TEAM) Shares Are Sliding Today (StockStory)
07:57AM	Atlassian (TEAM) Q4 Earnings Beat Estimates, Revenues Match (Zacks)
Aug-01-24 10:45PM	Atlassian (TEAM) Q4 2024 Earnings Call Transcript (Motley Fool)
07:00PM	Compared to Estimates, Atlassian (TEAM) Q4 Earnings: A Look at Key Metrics (Zacks)
05:45PM	Atlassian (TEAM) Q4 Earnings and Revenues Beat Estimates (Zacks)
04:52PM	Atlassian: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:39PM	Atlassian's (NASDAQ:TEAM) Q2 Earnings Results: Revenue In Line With Expectations But Stock Drops 11.7% (StockStory)
04:23PM	Atlassian shares slump on Cloud revenue miss, analyst downgrade (Investing.com)
04:05PM	Atlassian Announces Fourth Quarter and Fiscal Year 2024 Results (Business Wire)
Jul-31-24 03:04AM	Atlassian (TEAM) Reports Earnings Tomorrow: What To Expect (StockStory)
Jul-29-24 09:16AM	Seeking Clues to Atlassian (TEAM) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Jul-26-24 10:30AM	Atlassian (TEAM) to Report Q4 Earnings: What's in the Cards? (Zacks)
Jul-25-24 10:02AM	Atlassian (TEAM) Earnings Expected to Grow: Should You Buy? (Zacks) +6.34%
06:28PM	Loading…
Jul-24-24 06:28PM	Analyst Report: Atlassian Corporation (Morningstar Research)
09:00AM	Atlassian Appoints Scott Belsky, Adobe Chief Strategy Officer, to Board of Directors (Business Wire)
Jul-23-24 12:09AM	Insider Sale: President Anutthara Bharadwaj Sells Shares of Atlassian Corp (TEAM) (GuruFocus.com)
Jul-20-24 08:45PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Jul-19-24 03:48AM	Reflecting On Productivity Software Stocks Q1 Earnings: Dropbox (NASDAQ:DBX) (StockStory)
Jul-18-24 06:30AM	3 Affordable Cloud Stocks to Watch in July (InvestorPlace)
Jul-16-24 08:55AM	Atlassian Achieves FedRAMP In Process Designation (Business Wire)
Jul-15-24 10:00AM	7 Hypergrowth Stocks to Buy and Hold for 50 Years (InvestorPlace)
04:32AM	A Look Back at Project Management Software Stocks' Q1 Earnings: Smartsheet (NYSE:SMAR) Vs The Rest Of The Pack (StockStory)
Jul-12-24 03:48AM	Unpacking Q1 Earnings: Asana (NYSE:ASAN) In The Context Of Other Project Management Software Stocks (StockStory)
03:47AM	Project Management Software Stocks Q1 Results: Benchmarking Asana (NYSE:ASAN) (StockStory)
Jul-11-24 09:50AM	Here's Why Atlassian (TEAM) is a Strong Momentum Stock (Zacks)
Jul-10-24 04:47AM	Q1 Earnings Outperformers: DocuSign (NASDAQ:DOCU) And The Rest Of The Productivity Software Stocks (StockStory)
Jul-09-24 04:05PM	Atlassian Announces Date for Fourth Quarter and Fiscal Year 2024 Financial Results (Business Wire)
Jul-08-24 03:03PM	30 Wealthiest People in Australia (Insider Monkey)
Jul-05-24 06:36PM	Analyst Report: Atlassian Corporation (Morningstar Research)
Jul-02-24 09:42AM	PayPal upgraded, Crowdstrike downgraded: Wall Street's top analyst calls (The Fly)
06:24AM	Wall Street indexes end higher, helped by Tesla, megacap growth stocks (Reuters)
Jun-27-24 04:40AM	1 Former Software Stock Darling Keeps Tanking -- Time to Buy the Dip? (Motley Fool)
Jun-25-24 02:10AM	Insider Sale: President Anutthara Bharadwaj Sells Shares of Atlassian Corp (TEAM) (GuruFocus.com)
Jun-24-24 05:11AM	Atlassian (TEAM) Surges 3.1%: Is This an Indication of Further Gains? (Zacks)
Jun-15-24 02:00PM	3 Underappreciated Tech Stocks With Massive Long-Term Potential (InvestorPlace)
Jun-12-24 10:00AM	Productivity theater is the biggest time suck among workers, study revealswere in a system that, unintentionally, is set up to steal our attention (Fortune)
02:33AM	Jim Cramer is Recommending These 10 Stocks in June (Insider Monkey)
Jun-10-24 02:01PM	Q1 Rundown: Box (NYSE:BOX) Vs Other Productivity Software Stocks (StockStory)
Jun-06-24 05:23AM	Should You Buy MongoDB, Snowflake, and Atlassian at Their 52-Week Lows? (Motley Fool)
Jun-04-24 03:01AM	Smartsheet (SMAR) Reports Earnings Tomorrow: What To Expect (StockStory)
Jun-03-24 04:26PM	Is Exact Sciences Corporation (NASDAQ:EXAS) the Gene Therapy Stock with the Greatest Potential? (Insider Monkey)
04:17PM	9 Best Gene Therapy Stocks to Buy Now (Insider Monkey)
May-30-24 04:32PM	Salesforce Darkens the Skies for Cloud Software as AI Threat Looms (The Wall Street Journal)
06:35AM	10 Buzzing AI Semiconductor Stocks in 2024 (Insider Monkey)
06:20AM	1 Artificial Intelligence (AI) Stock to Buy Hand Over Fist, According to Wall Street (Motley Fool)
May-29-24 04:00AM	Firing on All Cylinders: Atlassian (NASDAQ:TEAM) Q1 Earnings Lead the Way (StockStory)
May-28-24 04:01AM	Productivity Software Stocks Q1 Teardown: Monday.com (NASDAQ:MNDY) Vs The Rest (StockStory)
May-27-24 06:43PM	Hedge Funds are Bullish on This Cancer Stock (Insider Monkey)
06:13PM	7 Best Mid-Cap Healthcare Stocks To Buy Now (Insider Monkey)
May-24-24 02:42PM	Is the Options Market Predicting a Spike in Atlassian (TEAM) Stock? (Zacks)
02:15PM	Heard on the Street: Workday Rains on the Cloud (The Wall Street Journal)
May-21-24 08:09AM	Zoom Video Communications, Inc. (NASDAQ:ZM) Q1 2025 Earnings Call Transcript (Insider Monkey)
May-20-24 07:00PM	Insider Sale: President Anutthara Bharadwaj Sells Shares of Atlassian Corp (TEAM) (GuruFocus.com)
04:24PM	Atlassian Insider Sold Shares Worth $1,494,440, According to a Recent SEC Filing (MT Newswires)
May-17-24 04:13PM	Atlassian Insider Sold Shares Worth $1,504,233, According to a Recent SEC Filing (MT Newswires)
May-16-24 04:40PM	Atlassian Insider Sold Shares Worth $1,516,826, According to a Recent SEC Filing (MT Newswires)
May-15-24 09:00AM	Atlassian Stock Has Underperformed Over the Last 5 Years. Are Things Finally Looking Up for Its Investors? (Motley Fool)
May-14-24 04:22PM	Atlassian Insider Sold Shares Worth $1,500,040, According to a Recent SEC Filing (MT Newswires)
May-10-24 04:41PM	Atlassian Insider Sold Shares Worth $1,483,803, According to a Recent SEC Filing (MT Newswires)
May-09-24 04:53PM	Atlassian Insider Sold Shares Worth $1,474,599, According to a Recent SEC Filing (MT Newswires)
May-08-24 06:33PM	Why Did Atlassian Stock Drop 12% in April (Motley Fool)
05:19PM	Atlassian Insider Sold Shares Worth $1,511,929, According to a Recent SEC Filing (MT Newswires)
May-07-24 05:02PM	Atlassian Insider Sold Shares Worth $1,503,553, According to a Recent SEC Filing (MT Newswires)
May-06-24 03:59PM	Atlassian Files Mixed Shelf (MT Newswires)
03:16AM	Bentley (BSY) Reports Earnings Tomorrow: What To Expect (StockStory)
May-04-24 07:38AM	23 Most Profitable Stocks of the Last 12 Months (Insider Monkey)
May-03-24 04:57PM	Atlassian Insider Sold Shares Worth $1,508,690, According to a Recent SEC Filing (MT Newswires)
May-02-24 03:12PM	Atlassian (TEAM) Stock Trades Up, Here Is Why (StockStory) +6.24%
03:09PM	Analyst Report: Atlassian Corporation (Morningstar Research)
May-01-24 04:53PM	Atlassian Insider Sold Shares Worth $1,425,898, According to a Recent SEC Filing (MT Newswires)
04:30PM	Atlassian combines Jira Software and Work Management tools (TechCrunch)
12:00PM	Atlassian launches Rovo, its new AI teammate (TechCrunch)
08:38AM	Atlassian Corporation (NASDAQ:TEAM) Q3 2024 Earnings Call Transcript (Insider Monkey)
Apr-30-24 06:47PM	Analyst Report: Atlassian Corporation (Morningstar Research)
04:30PM	Atlassian Insider Sold Shares Worth $1,459,831, According to a Recent SEC Filing (MT Newswires)
08:28AM	Atlassian (TEAM) Reliance on International Sales: What Investors Need to Know (Zacks)
Apr-29-24 07:15PM	30 Largest Software Companies in the World by Market Cap (Insider Monkey)
05:07PM	Atlassian Insider Sold Shares Worth $1,474,686, According to a Recent SEC Filing (MT Newswires)
10:26AM	12 Under-the-Radar Stocks With Massive Upside for 2024 (Insider Monkey)
Apr-27-24 01:06AM	Decoding Atlassian Corp (TEAM): A Strategic SWOT Insight (GuruFocus.com)
Apr-26-24 02:38PM	Here's Why Atlassian Stock Sank Like a Rock Today (Motley Fool) -9.56%
01:21PM	Why Atlassian (TEAM) Shares Are Trading Lower Today (StockStory)
12:26PM	Macquarie Cuts Price Target on Atlassian to $215 From $245, Maintains Neutral Rating (MT Newswires)

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Cannon-Brookes Michael	CEO, Co-Founder	Sep 05 '24	Sale	160.97	7,948	1,279,402	135,116	Sep 06 04:54 PM
Farquhar Scott	Director	Sep 05 '24	Sale	160.97	7,948	1,279,401	135,116	Sep 06 04:54 PM
Cannon-Brookes Michael	CEO, Co-Founder	Sep 04 '24	Sale	163.08	7,948	1,296,121	143,064	Sep 05 05:42 PM
Farquhar Scott	Director	Sep 04 '24	Sale	163.07	7,948	1,296,120	143,064	Sep 05 05:42 PM
Farquhar Scott	Director	Sep 03 '24	Sale	163.81	7,948	1,301,962	151,012	Sep 04 06:12 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Sep 03 '24	Sale	163.81	7,948	1,301,963	151,012	Sep 04 05:35 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 30 '24	Sale	166.36	7,948	1,322,218	158,960	Aug 30 05:31 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 30 '24	Sale	166.36	7,948	1,322,217	158,960	Aug 30 05:31 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 29 '24	Sale	168.12	7,948	1,336,217	166,908	Aug 30 04:07 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 29 '24	Sale	168.12	7,948	1,336,215	166,908	Aug 30 04:07 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 28 '24	Sale	161.83	7,948	1,286,197	174,856	Aug 29 05:11 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 28 '24	Sale	161.83	7,948	1,286,196	174,856	Aug 29 05:10 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 27 '24	Sale	164.81	7,948	1,309,884	182,804	Aug 28 07:19 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 27 '24	Sale	164.81	7,948	1,309,885	182,804	Aug 28 07:19 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 26 '24	Sale	164.56	7,948	1,307,926	190,752	Aug 27 04:09 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 26 '24	Sale	164.56	7,948	1,307,928	190,752	Aug 27 04:09 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 23 '24	Sale	158.77	7,948	1,261,878	198,700	Aug 26 04:33 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 23 '24	Sale	158.77	7,948	1,261,877	198,700	Aug 26 04:33 PM
RAJAN RAJEEV BASHYAM	Chief Technology Officer	Aug 22 '24	Sale	156.65	448	70,179	125,455	Aug 23 04:25 PM
BHARADWAJ ANUTTHARA	President	Aug 22 '24	Sale	160.00	760	121,600	144,726	Aug 23 04:25 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 22 '24	Sale	157.26	7,948	1,249,914	206,648	Aug 23 04:24 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 22 '24	Sale	157.26	7,948	1,249,912	206,648	Aug 23 04:24 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 21 '24	Sale	156.92	7,948	1,247,202	214,596	Aug 22 04:44 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 21 '24	Sale	156.92	7,948	1,247,200	214,596	Aug 22 04:44 PM
RAJEEV RAJAN	Officer	Aug 22 '24	Proposed Sale	158.34	448	70,936		Aug 22 04:26 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 20 '24	Sale	155.89	7,948	1,238,995	222,544	Aug 21 04:05 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 20 '24	Sale	155.89	7,948	1,238,994	222,544	Aug 21 04:05 PM
RAJAN RAJEEV BASHYAM	Chief Technology Officer	Aug 19 '24	Sale	156.59	3,054	478,222	125,903	Aug 20 04:20 PM
BINZ JOSEPH LEO	Chief Financial Officer	Aug 19 '24	Sale	156.59	1,706	267,141	94,767	Aug 20 04:20 PM
LIU GENE	Chief Accounting Officer	Aug 19 '24	Sale	156.58	168	26,305	45,128	Aug 20 04:20 PM
BHARADWAJ ANUTTHARA	President	Aug 19 '24	Sale	156.59	2,156	337,605	145,486	Aug 20 04:20 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 19 '24	Sale	156.40	7,948	1,243,051	230,492	Aug 20 04:19 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 19 '24	Sale	156.40	7,948	1,243,050	230,492	Aug 20 04:19 PM
JOSEPH BINZ	Officer	Aug 19 '24	Proposed Sale	156.59	1,706	267,139		Aug 19 05:36 PM
RAJEEV RAJAN	Officer	Aug 19 '24	Proposed Sale	156.59	3,054	478,220		Aug 19 05:25 PM
ANUTTHARA BHARADWAJ	Officer	Aug 19 '24	Proposed Sale	156.59	2,156	337,604		Aug 19 05:16 PM
RAJAN RAJEEV BASHYAM	Chief Technology Officer	Aug 16 '24	Sale	146.08	199	29,070	128,957	Aug 19 05:09 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 16 '24	Sale	151.62	7,948	1,205,039	238,440	Aug 19 05:08 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 16 '24	Sale	151.62	7,948	1,205,039	238,440	Aug 19 05:08 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 15 '24	Sale	146.06	7,948	1,160,870	246,388	Aug 16 04:42 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 15 '24	Sale	146.06	7,948	1,160,871	246,388	Aug 16 04:42 PM
RAJEEV RAJAN	Officer	Aug 16 '24	Proposed Sale	146.83	199	29,219		Aug 16 04:26 PM
BINZ JOSEPH LEO	Chief Financial Officer	Aug 14 '24	Sale	143.58	938	134,676	96,473	Aug 15 04:47 PM
BHARADWAJ ANUTTHARA	President	Aug 14 '24	Sale	143.58	4,892	702,387	147,642	Aug 15 04:46 PM
LIU GENE	Chief Accounting Officer	Aug 14 '24	Sale	143.58	200	28,716	45,296	Aug 15 04:46 PM
RAJAN RAJEEV BASHYAM	Chief Technology Officer	Aug 14 '24	Sale	143.58	1,369	196,559	129,156	Aug 15 04:46 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 14 '24	Sale	143.57	7,948	1,141,067	254,336	Aug 15 04:46 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 14 '24	Sale	143.57	7,948	1,141,067	254,336	Aug 15 04:46 PM
JOSEPH BINZ	Officer	Aug 14 '24	Proposed Sale	143.58	938	134,677		Aug 14 07:02 PM
RAJEEV RAJAN	Officer	Aug 14 '24	Proposed Sale	143.58	1,369	196,559		Aug 14 06:06 PM
ANUTTHARA BHARADWAJ	Officer	Aug 14 '24	Proposed Sale	143.58	4,892	702,387		Aug 14 05:49 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 13 '24	Sale	143.64	7,948	1,141,647	262,284	Aug 14 04:08 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 13 '24	Sale	143.64	7,948	1,141,649	262,284	Aug 14 04:08 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 12 '24	Sale	140.89	7,948	1,119,786	270,232	Aug 13 04:15 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 12 '24	Sale	140.89	7,948	1,119,786	270,232	Aug 13 04:15 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 09 '24	Sale	141.23	7,948	1,122,509	278,180	Aug 12 06:42 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 09 '24	Sale	141.23	7,948	1,122,507	278,180	Aug 12 06:42 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 08 '24	Sale	138.84	7,948	1,103,480	286,128	Aug 09 04:58 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 08 '24	Sale	138.84	7,948	1,103,481	286,128	Aug 09 04:58 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 07 '24	Sale	140.54	7,948	1,116,973	294,076	Aug 08 05:13 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 07 '24	Sale	140.54	7,948	1,116,977	294,076	Aug 08 05:13 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 06 '24	Sale	141.48	7,948	1,124,497	302,024	Aug 07 05:29 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 06 '24	Sale	141.48	7,948	1,124,495	302,024	Aug 07 05:29 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 05 '24	Sale	143.54	7,948	1,140,827	309,972	Aug 06 04:10 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 05 '24	Sale	143.54	7,948	1,140,831	309,972	Aug 06 04:10 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 02 '24	Sale	144.73	7,948	1,150,308	317,920	Aug 05 06:37 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 02 '24	Sale	144.73	7,948	1,150,306	317,920	Aug 05 06:37 PM
Farquhar Scott	Co-CEO, Co-Founder	Aug 01 '24	Sale	173.19	7,948	1,376,496	325,868	Aug 02 04:05 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Aug 01 '24	Sale	173.19	7,948	1,376,502	325,868	Aug 02 04:04 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 31 '24	Sale	177.07	7,948	1,407,381	333,816	Aug 01 04:45 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 31 '24	Sale	177.07	7,948	1,407,380	333,816	Aug 01 04:45 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 30 '24	Sale	174.78	7,948	1,389,171	341,764	Jul 31 06:36 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 30 '24	Sale	174.78	7,948	1,389,170	341,764	Jul 31 06:35 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 29 '24	Sale	178.96	7,948	1,422,413	349,712	Jul 30 05:04 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 29 '24	Sale	178.97	7,948	1,422,415	349,712	Jul 30 05:03 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 26 '24	Sale	177.65	7,948	1,411,976	357,660	Jul 29 06:12 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 26 '24	Sale	177.65	7,948	1,411,976	357,660	Jul 29 06:12 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 25 '24	Sale	177.68	7,948	1,412,227	365,608	Jul 26 05:20 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 25 '24	Sale	177.68	7,948	1,412,222	365,608	Jul 26 05:17 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 24 '24	Sale	169.47	7,948	1,346,949	373,556	Jul 25 05:26 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 24 '24	Sale	169.47	7,948	1,346,945	373,556	Jul 25 05:26 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 23 '24	Sale	175.33	7,948	1,393,504	381,504	Jul 24 05:32 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 23 '24	Sale	175.33	7,948	1,393,502	381,504	Jul 24 05:31 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 22 '24	Sale	175.95	7,948	1,398,433	389,452	Jul 23 04:41 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 22 '24	Sale	175.95	7,948	1,398,432	389,452	Jul 23 04:41 PM
BHARADWAJ ANUTTHARA	President	Jul 19 '24	Sale	175.00	760	133,000	152,534	Jul 22 04:22 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 19 '24	Sale	175.91	7,948	1,398,170	397,400	Jul 22 04:22 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 19 '24	Sale	175.91	7,948	1,398,170	397,400	Jul 22 04:21 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 18 '24	Sale	177.95	7,948	1,414,312	405,348	Jul 19 04:58 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 18 '24	Sale	177.95	7,948	1,414,316	405,348	Jul 19 04:55 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 17 '24	Sale	180.42	7,948	1,433,982	413,296	Jul 18 04:05 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 17 '24	Sale	180.42	7,948	1,433,979	413,296	Jul 18 04:04 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 16 '24	Sale	182.39	7,948	1,449,618	421,244	Jul 17 04:13 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 16 '24	Sale	182.39	7,948	1,449,619	421,244	Jul 17 04:11 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 15 '24	Sale	180.11	7,948	1,431,532	429,192	Jul 16 05:36 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 15 '24	Sale	180.11	7,948	1,431,531	429,192	Jul 16 05:36 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 12 '24	Sale	181.21	7,948	1,440,247	437,140	Jul 15 04:24 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 12 '24	Sale	181.21	7,948	1,440,248	437,140	Jul 15 04:24 PM
Cannon-Brookes Michael	Co-CEO, Co-Founder	Jul 11 '24	Sale	178.35	7,948	1,417,486	445,088	Jul 12 04:58 PM
Farquhar Scott	Co-CEO, Co-Founder	Jul 11 '24	Sale	178.34	7,948	1,417,486	445,088	Jul 12 04:57 PM

Open in Screener

CFG

Citizens Financial Group Inc

Sep 06 • 04:00PM ET

40.69

Dollar change -0.91
Percentage change -2.19	%

Financial • Banks - Regional • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

CFG Citizens Financial Group Inc daily Stock Chart

Held by: VTI VOO VO DVY SPY IVV VTV RSP XLF VOE

Index	S&P 500	P/E	15.50	EPS (ttm)	2.63	Insider Own	0.84%	Shs Outstand	466.42M	Perf Week	-4.66%
Market Cap	18.24B	Forward P/E	10.15	EPS next Y	4.01	Insider Trans	-0.27%	Shs Float	444.55M	Perf Month	5.99%
Income	1.22B	PEG	18.23	EPS next Q	0.80	Inst Own	95.58%	Short Float	2.80%	Perf Quarter	19.47%
Sales	12.54B	P/S	1.45	EPS this Y	0.23%	Inst Trans	-0.02%	Short Ratio	2.24	Perf Half Y	20.06%
Book/sh	48.03	P/B	0.85	EPS next Y	27.73%	ROA	0.61%	Short Interest	12.45M	Perf Year	47.00%
Cash/sh	-	P/C	-	EPS next 5Y	0.85%	ROE	5.67%	52W Range	22.77 - 43.96	Perf YTD	22.78%
Dividend Est.	1.70 (4.17%)	P/FCF	6.19	EPS past 5Y	-2.34%	ROI	3.56%	52W High	-7.44%	Beta	1.33
Dividend TTM	1.68 (4.13%)	Quick Ratio	-	Sales past 5Y	12.15%	Gross Margin	-	52W Low	78.70%	ATR (14)	0.99
Dividend Ex-Date	Jul 31, 2024	Current Ratio	0.14	EPS Y/Y TTM	-40.36%	Oper. Margin	14.74%	RSI (14)	46.00	Volatility	2.31% 2.05%
Employees	17570	Debt/Eq	0.55	Sales Y/Y TTM	10.68%	Profit Margin	9.73%	Recom	2.09	Target Price	44.83
Option/Short	Yes / Yes	LT Debt/Eq	0.44	EPS Q/Q	-15.30%	Payout	53.71%	Rel Volume	0.89	Prev Close	41.60
Sales Surprise	0.63%	EPS Surprise	-0.57%	Sales Q/Q	2.00%	Earnings	Jul 17 BMO	Avg Volume	5.56M	Price	40.69
SMA20	-1.76%	SMA50	1.73%	SMA200	16.83%	Trades		Volume	4,943,788	Change	-2.19%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-11-24	Initiated	Raymond James	Mkt Perform
Apr-26-24	Upgrade	Piper Sandler	Neutral → Overweight	$35 → $41
Feb-05-24	Upgrade	Citigroup	Neutral → Buy	$36
Jan-02-24	Downgrade	Barclays	Overweight → Equal Weight	$38 → $40
Dec-04-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$31
Oct-25-23	Downgrade	Piper Sandler	Overweight → Neutral	$29 → $26
Oct-23-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Jul-10-23	Downgrade	Evercore ISI	Outperform → In-line	$32 → $29
Jun-29-23	Downgrade	JP Morgan	Overweight → Neutral	$29 → $27
Apr-20-23	Downgrade	BofA Securities	Buy → Neutral	$37 → $33
Jan-03-23	Downgrade	Wedbush	Outperform → Neutral	$45
Dec-21-22	Initiated	DA Davidson	Buy	$47
Dec-05-22	Resumed	Morgan Stanley	Overweight	$48 → $53
Sep-28-22	Resumed	Wedbush	Outperform	$44
May-16-22	Upgrade	UBS	Neutral → Buy	$48 → $54
Apr-11-22	Downgrade	Citigroup	Buy → Neutral
Apr-05-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$64 → $54
Mar-24-22	Resumed	Citigroup	Buy
Jan-13-22	Initiated	UBS	Neutral	$58
Jan-11-22	Upgrade	Citigroup	Neutral → Buy	$53 → $65

Show Previous Ratings

Aug-21-24 04:05PM	Citizens Financial Group, Inc. Declares Dividends on Preferred Stock (Business Wire)
Aug-19-24 05:39PM	Citizens Financial Group to Participate at the Barclays 22nd Annual Global Financial Services Conference (Business Wire)
12:00PM	Citizens Financial (CFG) Up 28.7% YTD: Is it Worth Considering? (Zacks)
Aug-06-24 09:00AM	College Raptor Releases Tenth Annual List of the Nations 50 Best Colleges for 2025 (Business Wire)
Jul-30-24 10:52PM	CZFS Stock Earnings: Citizens Financial Servs Misses EPS, Beats Revenue for Q2 2024 (InvestorPlace)
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04:45PM	Citizens Financial Services: Q2 Earnings Snapshot (Associated Press Finance)
09:01AM	Citizens Business Conditions Index Jumps in Q2 (Business Wire)
Jul-19-24 03:18PM	Banks Face Disruptions From Global IT Outage (The Wall Street Journal)
Jul-18-24 04:05AM	Q2 2024 Citizens Financial Group Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-17-24 05:04PM	Regional banks stocks rally thanks to Jay Powell (and maybe Trump) (Yahoo Finance)
05:04PM	Regional bank stocks rally thanks to Powell (and maybe Trump) (Yahoo Finance)
02:17PM	First Horizon Stock Slides as Regional Bank Lowers Outlook, Earnings Miss (Investopedia)
11:51AM	Citizens Financial CEO on Q2 earnings (CNBC TV)
11:08AM	Citizens Financial (CFG) Q2 Earnings Miss on Lower Loan Demand (Zacks)
09:30AM	Citizens Financial Group (CFG) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:42AM	Loading…
07:42AM	Citizens Financial profit beats estimates on strong capital markets (Reuters)
07:35AM	Citizens Financial Group (CFG) Q2 Earnings Miss Estimates (Zacks)
06:29AM	Citizens Financial Group: Q2 Earnings Snapshot (Associated Press Finance)
06:20AM	Citizens Financial Group, Inc. Reports Second Quarter 2024 Net Income of $392 million and EPS of $0.78 (Business Wire)
Jul-12-24 06:44PM	Why Nvidia Stock Can Keep Climbing. Plus, Apple, MGM, and More From Analyst Reports. (Barrons.com)
09:15AM	Ahead of Citizens Financial Group (CFG) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
Jul-11-24 10:28AM	Rebound in M&A Deal to Aid Citizens Financial's (CFG) Q2 Earnings (Zacks)
Jul-10-24 10:00AM	Citizens Financial Group (CFG) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Jul-01-24 08:38AM	Citizens Financial (CFG) Declares SCB & Planned Capital Actions (Zacks)
Jun-28-24 04:37PM	Citizens Financial Group, Inc. Announces Preliminary Stress Capital Buffer and $656 million Increase in Share Repurchase Authorization to $1.25 billion (Business Wire)
01:02PM	Top Stock Movers Now: Nike, Trump Media, Infinera, and More (Investopedia)
Jun-27-24 03:52PM	Citizens, Inc. Corrects Information Error in Some Investor Platforms (Newsfile)
Jun-26-24 04:30PM	Big banks pass Fed stress test as they fight stricter capital rules (Yahoo Finance)
09:00AM	Citizens Builds on Growing Presence in California with Hiring of Middle Market Regional Executive (Business Wire)
Jun-25-24 04:05PM	Citizens Financial Group Announces Second Quarter 2024 Earnings Conference Call Details (Business Wire)
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Jun-17-24 09:00AM	Citizens Financial Group Appoints Don McCree as Senior Vice Chair (Business Wire)
Jun-15-24 10:21AM	A bank doled out $19 million to two executives just to keep them from walking awaybut there are strings attached (Fortune)
Jun-07-24 06:00AM	Hometown Heroes: 3 Regional Banks Offering Outsized Potential (InvestorPlace)
Jun-06-24 05:01PM	Citizens Financial Group, Inc. Announces Date and Time Change for Third Quarter 2025 Results Conference Call (Business Wire)
Jun-05-24 09:52AM	Citizens Financial (CFG) Expands Wealth Management Offering (Zacks)
Jun-04-24 12:02PM	Citizens CEO Plots a Continued Expansion of Wealth Businesses (Bloomberg)
Jun-03-24 03:03PM	Citizens Financial Group to Participate at the Morgan Stanley U.S. Financials, Payments & CRE Conference (Business Wire)
12:50PM	Citizens Financial Snags $1 Billion Former First Republic Advisor Team From JPMorgan Chase (Barrons.com)
May-29-24 10:00AM	This bank tested 90 uses for AI before choosing the top 2and they benefit customer service and productivity (Fortune)
May-23-24 12:18PM	Citizens Financial Group Announces Redemption of All Outstanding Depositary Shares Representing Interests in Series D Preferred Stock (Business Wire)
May-22-24 04:01PM	12 Best Local Bank Stocks to Invest in Now (Insider Monkey)
May-21-24 06:19PM	Citi, Other Banks, Offer Sweet Deals: Preferred Stock at 7% Yields (Barrons.com)
May-16-24 11:28AM	Citizens Joins Regional Banks Turning to Preferred Retail Market (Bloomberg)
May-15-24 09:00AM	Citizens Survey Finds Majority of Americans Ill-Prepared for Historic Multigenerational Wealth Transfer (Business Wire)
07:45AM	Citizens Builds on Growing Presence in Florida, Announces First Market President (Business Wire)
May-09-24 04:12PM	20 Largest Banks in the US by Customers (Insider Monkey)
01:43PM	20 Largest Banks in the US by Asset Size in 2024 (Insider Monkey)
May-08-24 11:16AM	Citizens Financial Group to Participate in the Bernstein 40th Annual Strategic Decisions Conference 2024 (Business Wire)
May-07-24 04:05PM	Citizens Financial Group, Inc. Declares Dividends on Preferred Stock (Business Wire)
May-02-24 10:30AM	Citizens Bank, N.A. Announces Redemption of Senior Notes (Business Wire)
May-01-24 09:16AM	JPMorgan Trims Citizens Financial's Price Target to $36 From $36.50 (MT Newswires)
Apr-30-24 09:01AM	Citizens Business Conditions Index Drops in Q1 (Business Wire)
Apr-29-24 04:31PM	Citizens Financial Group to Participate at the Barclays Americas Select Franchise Conference (Business Wire)
07:06AM	Citizens Financial Group Inc's Dividend Analysis (GuruFocus.com)
Apr-28-24 02:27PM	20 States with the Highest Student Loan Debt (Insider Monkey)
Apr-26-24 01:40PM	Why Bigger Increasingly Means Better In US Banking (Investopedia)
05:51AM	Piper Sandler Upgrades Citizens Financial Group to Overweight From Neutral, Adjusts PT to $41 From $35 (MT Newswires)
Apr-25-24 09:54PM	CZFS Stock Earnings: Citizens Financial Servs Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:40PM	Citizens Financial Services Inc (CZFS) Q1 Earnings: A Close Look Compared to Analyst Estimates (GuruFocus.com)
05:30PM	Citizens Financial Services: Q1 Earnings Snapshot (Associated Press Finance)
04:32PM	25 States That Have Trouble with Student Loan Payments (Insider Monkey)
10:05AM	20 Most Profitable Banks in the US in 2024 (Insider Monkey)
Apr-24-24 12:15PM	Main Street Banking Model Is Being Squeezed (The Wall Street Journal)
Apr-19-24 07:00AM	Banks Believe They Are Well-Prepared for Commercial Real Estate Fallout (The Wall Street Journal)
Apr-18-24 09:20AM	Citizens Financial Group, Inc. (NYSE:CFG) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:01AM	Citizens Financial Group Inc (CFG) (Q1 2024) Earnings Call Transcript Highlights: Key Financial ... (GuruFocus.com)
02:45AM	Q1 2024 Citizens Financial Group Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-17-24 06:15PM	Market Reaction To Bank Earnings Is Mixed, JPMorgan Analysts Project Further Decline In Net Interest Income (Benzinga)
03:49PM	UPDATE 1-Citizens' profit slips on weak interest income, expects loans to pick up H2 (Reuters)
01:53PM	Citizens Financial (CFG) Q1 Earnings Miss Estimates, Costs Rise (Zacks)
12:07PM	Citizens Financial Group CEO on Q1 results (CNBC TV)
10:52AM	CFG Stock Earnings: Citizens Financial Group Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
10:30AM	Regional Bank Earnings: Profit Drops at U.S. Bancorp, Citizens (The Wall Street Journal)
09:30AM	Citizens Financial Group (CFG) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:51AM	Citizens Financial Group Inc (CFG) Q1 2024 Earnings: Mixed Results Amidst Market Challenges (GuruFocus.com)
07:30AM	Citizens Financial Group (CFG) Q1 Earnings and Revenues Miss Estimates (Zacks)
07:24AM	Citizens Financial profit slips on weaker interest income (Reuters)
06:28AM	Citizens Financial Group: Q1 Earnings Snapshot (Associated Press Finance)
06:20AM	Citizens Financial Group, Inc. Reports First Quarter 2024 Net Income of $334 million and EPS of $0.65 (Business Wire)
Apr-16-24 05:04PM	Boeing whistleblower, earnings, Volkswagen: What to Watch (Yahoo Finance Video)
08:40AM	Why Citizens Financial Group (CFG) Might Surprise This Earnings Season (Zacks)
Apr-15-24 10:00AM	Citizens Financial Group Names Paul Casey to Lead Wealth Business (Business Wire)
05:52AM	US Regional Banks Dramatically Step Up Loans to Oil and Gas (Bloomberg)
Apr-14-24 09:30AM	What To Expect in the Markets This Week (Investopedia)
Apr-12-24 09:15AM	Wall Street's Insights Into Key Metrics Ahead of Citizens Financial Group (CFG) Q1 Earnings (Zacks)
Apr-10-24 10:00AM	Citizens Financial Group (CFG) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release (Zacks)
Apr-02-24 12:45PM	Citizens Financial Group Announces First Quarter 2024 Earnings Conference Call Details (Business Wire)
09:01AM	Business Leaders Are Embracing Private Equity Partners, Citizens Survey Finds (Business Wire)
Mar-27-24 08:30AM	Citizens Announces $2.4M in Financial Empowerment Grants to Support 137 Nonprofits (Business Wire)
Mar-20-24 03:00PM	Citizens Deepens Support for The Andy Warhol Museum with $200,000 Commitment to The Warhol Academy (Business Wire)
Mar-11-24 11:33AM	Regional banks were all guilty until proven innocent after Silicon Valley Bank, Citizens CEO says (CNN Business)
Mar-08-24 01:45PM	4 Banks to Watch if Commercial Real Estate Weakens (Barrons.com)
09:00AM	Citizens Financial Group Chairman and CEO Awarded Foreign Policy Association Medal; Highlights Vital Role of US Banks in Global Economy (Business Wire)
Mar-01-24 10:34AM	Regional Bank Stocks Fall After NYCB Fans Fears (The Wall Street Journal)
Feb-26-24 07:07AM	How Citizens Financial positioned itself to scoop up private bankers from First Republic (Fortune)
06:00AM	Future of Finance: Citizens John Woods on CFOs steering company strategy and why the best banks think like tech firms (Fortune)
Feb-20-24 04:05PM	Citizens Financial Group to Participate at the 2024 RBC Capital Markets Financial Institutions Conference (Business Wire)
Feb-16-24 08:00AM	Citizens Financial Group Announces Appointment of Tracy A. Atkinson to Board of Directors; Edward J. Kelly III to Serve as Lead Independent Director with Retirement of Shivan Subramaniam (Business Wire)
Feb-14-24 04:19PM	Citizens Financial Group, Inc. Declares Dividends on Preferred Stock (Business Wire)
09:23AM	Citizens Financial Group Appoints Brendan Goode as Chief Security Officer (Business Wire)

Citizens Financial Group, Inc. engages in the provision of commercial banking services. It operates through the Consumer Banking and Commercial Banking segments. The Consumer Banking segment includes deposit products, mortgage and home equity lending, student loans, auto financing, credit cards, business loans, and wealth management and investment services. The Commercial Banking segment offers lending and leasing, trade financing, deposit and treasury management, foreign exchange and interest rate risk management, corporate finance and debt, and equity capital markets. The company was founded in 1828 and is headquartered in Providence, RI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Read Craig Jack	Controller	Jul 25 '24	Sale	43.26	3,938	170,338	33,620	Jul 26 05:15 PM
Read Craig Jack	Controller	Apr 19 '24	Sale	33.70	6,327	213,220	37,558	Apr 22 05:02 PM
Read Craig Jack	Controller	Mar 05 '24	Sale	33.54	4,508	151,198	43,885	Mar 06 07:05 PM
Lillis Terrance	Director	Oct 27 '23	Buy	22.86	1,000	22,865	4,000	Oct 31 04:55 PM

RBLX Roblox Corporation daily Stock Chart

Held by: VTI VO ARKK VXF VUG VOT IWP ARKW FDN IWF

Index	-	P/E	-	EPS (ttm)	-1.71	Insider Own	22.10%	Shs Outstand	581.13M	Perf Week	0.16%
Market Cap	28.24B	Forward P/E	-	EPS next Y	-1.49	Insider Trans	-1.18%	Shs Float	504.14M	Perf Month	20.62%
Income	-1077.34M	PEG	-	EPS next Q	-0.40	Inst Own	60.28%	Short Float	4.04%	Perf Quarter	22.45%
Sales	3.16B	P/S	8.94	EPS this Y	12.59%	Inst Trans	6.11%	Short Ratio	3.48	Perf Half Y	8.77%
Book/sh	0.19	P/B	232.24	EPS next Y	8.85%	ROA	-17.85%	Short Interest	20.37M	Perf Year	50.02%
Cash/sh	3.73	P/C	11.71	EPS next 5Y	10.19%	ROE	-742.99%	52W Range	24.88 - 47.20	Perf YTD	-4.55%
Dividend Est.	-	P/FCF	63.95	EPS past 5Y	-63.26%	ROI	-58.77%	52W High	-7.54%	Beta	1.59
Dividend TTM	-	Quick Ratio	0.86	Sales past 5Y	57.53%	Gross Margin	23.81%	52W Low	75.40%	ATR (14)	1.39
Dividend Ex-Date	-	Current Ratio	0.86	EPS Y/Y TTM	9.21%	Oper. Margin	-37.86%	RSI (14)	61.93	Volatility	3.34% 2.97%
Employees	2457	Debt/Eq	15.21	Sales Y/Y TTM	29.81%	Profit Margin	-34.11%	Recom	1.91	Target Price	44.48
Option/Short	Yes / Yes	LT Debt/Eq	14.09	EPS Q/Q	30.60%	Payout	-	Rel Volume	1.06	Prev Close	43.71
Sales Surprise	6.52%	EPS Surprise	17.06%	Sales Q/Q	31.26%	Earnings	Aug 01 BMO	Avg Volume	5.86M	Price	43.64
SMA20	4.85%	SMA50	8.59%	SMA200	11.51%	Trades		Volume	6,194,251	Change	-0.16%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-16-24	Initiated	Wolfe Research	Peer Perform
Jul-11-24	Resumed	Jefferies	Hold	$51 → $42
Jun-14-24	Initiated	Macquarie	Outperform	$46
May-10-24	Upgrade	MoffettNathanson	Sell → Neutral	$26
Apr-23-24	Upgrade	JP Morgan	Neutral → Overweight	$41 → $48
Feb-08-24	Upgrade	Goldman	Sell → Neutral	$35 → $48
Feb-08-24	Upgrade	Barclays	Underweight → Equal Weight	$26 → $46
Feb-08-24	Reiterated	Needham	Buy	$51 → $55
Jan-09-24	Initiated	BMO Capital Markets	Outperform	$55
Dec-13-23	Initiated	Wells Fargo	Overweight	$49
Nov-17-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Oct-27-23	Upgrade	Truist	Hold → Buy	$35 → $37
Oct-27-23	Initiated	Raymond James	Strong Buy	$41
Oct-09-23	Resumed	Barclays	Underweight	$26
Aug-10-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$26 → $30
Aug-09-23	Upgrade	Wedbush	Neutral → Outperform
Jun-13-23	Initiated	Canaccord Genuity	Buy	$48
May-11-23	Upgrade	The Benchmark Company	Hold → Buy	$45
May-11-23	Upgrade	ROTH MKM	Neutral → Buy	$37 → $48
May-08-23	Reiterated	ROTH MKM	Neutral	$45 → $37

Show Previous Ratings

Today 08:05AM	Roblox boosts developer payouts in new plan to supercharge growth (Fortune)
Sep-06-24 05:45PM	Roblox CEO David Baszucki on new earning opportunities for creators (CNBC TV)
02:42PM	Roblox introduces new earning opportunities for creators, teases generative AI project (TechCrunch)
01:32PM	Roblox set to launch paid videogames on its virtual platform (Reuters)
Sep-05-24 09:30AM	Is It Worth Investing in Roblox (RBLX) Based on Wall Street's Bullish Views? (Zacks)
06:52AM	Loading…
Sep-04-24 06:52AM	Mango extends e-commerce operations to 12 new markets (Retail Dive)
Aug-30-24 01:52AM	Insider Sale: Amy Rawlings Sells 12,258 Shares of Roblox Corp (RBLX) (GuruFocus.com)
Aug-29-24 07:30AM	2 Cathie Wood Stocks That Are Top Buys for Long-Term Investors (Motley Fool)
Aug-27-24 08:02AM	Comic Relief US launches new Roblox game to help children build community virtually and in real life (Associated Press Finance)
Aug-26-24 04:05PM	Roblox to Present Live Webcast of RDC keynotes on Friday, Sept. 6 (Business Wire)
Aug-23-24 06:42PM	Analyst Report: Roblox Corporation (Morningstar Research)
10:45AM	Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought (Motley Fool)
Aug-21-24 10:00AM	Roblox (RBLX) Falls 11.3% YTD: Should Investors Hold or Fold? (Zacks) +6.93%
Aug-16-24 03:55AM	Q2 Video Gaming Earnings Review: First Prize Goes to Roblox (NYSE:RBLX) (StockStory)
Aug-15-24 07:51AM	7 Virtual Reality Stocks That May Shape Future Entertainment (InvestorPlace)
02:09PM	Loading…
Aug-12-24 02:09PM	Final Trades: Roblox, SLB, Visa and Booz Allen (CNBC TV)
08:00AM	Is Roblox Stock a Buy Now? (Motley Fool)
Aug-09-24 05:45AM	Shareholders of Roblox Corporation Should Contact Levi & Korsinsky Before August 12, 2024 to Discuss Your Rights - RBLX (PR Newswire)
Aug-08-24 01:24PM	3 Metaverse Stocks to Sell in August Before They Crash & Burn (InvestorPlace)
07:55AM	Turkey blocks Roblox access over abuse concerns, justice minister says (Reuters)
Aug-07-24 05:00AM	Beetlejuice sequel sells tickets in first-of-its-kind Roblox activation (Marketing Dive)
03:05AM	Take-Two (TTWO) Q2 Earnings: What To Expect (StockStory)
Aug-06-24 10:07AM	Walmart adds dorm shop to virtual shopping platform (Retail Dive)
Aug-03-24 01:08AM	Decoding Roblox Corp (RBLX): A Strategic SWOT Insight (GuruFocus.com)
Aug-02-24 10:30AM	Roblox (RBLX) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
10:04AM	Roblox CEO on Q2 results: Biggest record quarter we've ever seen (CNBC TV)
09:30AM	Is Roblox (RBLX) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
09:15AM	Roblox (RBLX) Q2 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
03:26AM	Q2 2024 Roblox Corp Earnings Call (Thomson Reuters StreetEvents)
Aug-01-24 03:39PM	Analyst Report: Roblox Corporation (Morningstar Research) -6.43%
02:30PM	Loading…
02:30PM	Roblox (RBLX) Q2 2024 Earnings Call Transcript (Motley Fool)
01:43PM	Why Roblox Stock Got Rocked on Thursday (Motley Fool)
12:28PM	Roblox Stock Tumbles. Its CFOs Departure Is Just One Reason. (Barrons.com)
12:27PM	Why Is Roblox Corporation (RBLX) Among Ark Invests Stock Picks Right Now? (Insider Monkey)
11:26AM	Roblox Raises Outlook After Users Hit Record; Stock Slips (The Wall Street Journal)
10:53AM	Hershey, Roblox, Shake Shack: 3 Earnings In Focus (Yahoo Finance Video)
10:25AM	Roblox Shares Slip as CFO Guthrie Steps Down After Six Years (Bloomberg)
09:48AM	Roblox Stock Tumbles After Strong Quarter. What We Know So Far. (Barrons.com)
09:15AM	Roblox (RBLX) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
08:46AM	Roblox's Q2 Earnings: 31% Topline Growth, Increased User Engagement, Guidance Hike (Benzinga)
08:23AM	Roblox (NYSE:RBLX) Surprises With Q2 Sales, Increases Its Users (StockStory)
08:10AM	Roblox Earnings Touted by CFO. The Stock Market Agrees. (Barrons.com)
08:09AM	Roblox: Q2 Earnings Snapshot (Associated Press Finance)
08:03AM	Roblox raises bookings forecast, CFO exit weighs on shares (Reuters)
08:00AM	Roblox Reports Second Quarter 2024 Financial Results (Business Wire)
Jul-31-24 06:54PM	Analyst Report: Roblox Corporation (Morningstar Research)
12:43PM	Roblox Corporation Sued for Securities Law Violations - Contact Levi & Korsinsky Before August 12, 2024 to Discuss Your Rights RBLX (GlobeNewswire)
03:12AM	Roblox (RBLX) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Jul-30-24 05:45AM	Roblox Corporation Sued for Securities Law Violations - Contact Levi & Korsinsky Before August 12, 2024 to Discuss Your Rights - RBLX (PR Newswire)
Jul-29-24 10:22AM	Roblox (RBLX) to Report Q2 Earnings: What's in the Cards? (Zacks)
09:45AM	Jim Cramer's Latest Portfolio: Top 10 Calls Before August (Insider Monkey)
09:16AM	Stay Ahead of the Game With Roblox (RBLX) Q2 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Jul-27-24 08:30AM	3 Reasons Investors Shouldn't Give Up on Roblox Stock (Motley Fool)
Jul-26-24 10:15AM	Coach brings Spring 2024 collection to the metaverse (Retail Dive)
Jul-25-24 12:35PM	Investors in Roblox Corporation Should Contact Levi & Korsinsky Before August 12, 2024 to Discuss Your Rights RBLX (GlobeNewswire)
10:02AM	Roblox (RBLX) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release (Zacks)
Jul-24-24 07:26PM	Get Your Money Out of These 3 Gaming Stocks by 2026 (InvestorPlace)
Jul-23-24 02:58PM	Roblox Stock Sees Improved Technical Strength (Investor's Business Daily)
Jul-22-24 05:50PM	Roblox (RBLX) Outpaces Stock Market Gains: What You Should Know (Zacks)
08:45AM	RBLX INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Roblox Corp. Investors with Substantial Losses Have Opportunity to Lead Case (GlobeNewswire)
Jul-21-24 01:36PM	Olympic marketing deal hopes to meet young fans where they are - on Roblox (Associated Press Finance)
09:04AM	3 Metaverse Stocks That Could Grow Your Wealth (InvestorPlace)
Jul-20-24 08:30AM	3 Cathie Wood Stocks That Could Heat up Once Interest Rates Dip (InvestorPlace)
Jul-18-24 07:30AM	3 Metaverse Stocks to Buy Now: Q3 Edition (InvestorPlace)
06:00AM	If You Can Only Buy One Metaverse Stock in July, It Better Be One of These 3 Names (InvestorPlace)
12:01AM	Coach Leaps Into the Metaverse With Spring 2024 Collection on Roblox and Zepeto (WWD)
12:01AM	Coach Leaps Into GamingWith Spring 2024 Collection on Roblox and Zepeto (WWD)
Jul-17-24 09:30AM	Brokers Suggest Investing in Roblox (RBLX): Read This Before Placing a Bet (Zacks)
02:27AM	Should You Consider Selling Your Holdings in Roblox Corporation (RBLX)? (Insider Monkey)
Jul-15-24 05:50PM	Roblox (RBLX) Outpaces Stock Market Gains: What You Should Know (Zacks)
10:07AM	Roblox Is Set for Better Times in 2024 and Beyond. Here's Why (Motley Fool)
Jul-14-24 11:47AM	1 Growth Stock Down 70% to Buy Right Now (Motley Fool)
Jul-13-24 08:00AM	Stocks to Watch: 7 Under-the-Radar Companies Quietly Building Empires (InvestorPlace)
Jul-12-24 06:02AM	The 3 Smartest Metaverse Stocks to Buy With $500 Right Now (InvestorPlace) +5.22%
Jul-11-24 02:25PM	Trade Tracker: Bryn Talkington trims Roblox (CNBC TV)
09:40AM	Microchip and Roblox downgraded: Wall Street's top analyst calls (The Fly)
Jul-10-24 06:00AM	Vans refreshes Roblox activation with phygital maneuver (Marketing Dive)
Jul-09-24 05:50PM	Roblox (RBLX) Stock Dips While Market Gains: Key Facts (Zacks)
02:04PM	3 Metaverse Stocks to Buy on the Dip: Summer 2024 (InvestorPlace)
Jul-08-24 04:19PM	3 Metaverse Stocks to Sell in July Before They Crash & Burn (InvestorPlace)
Jul-07-24 03:00PM	The 3 Best Retirement Stocks to Buy in July 2024 (InvestorPlace)
05:37AM	Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought (Motley Fool)
Jul-04-24 04:01PM	3 Metaverse Stocks That Could Make Your Grandchildren Rich (InvestorPlace)
Jul-03-24 09:17AM	Beauty brand e.l.f. tests real-world commerce on Roblox (Retail Insight Network)
05:31AM	Video Gaming Stocks Q1 Highlights: Skillz (NYSE:SKLZ) (StockStory)
Jul-02-24 04:05PM	Roblox to Report Second Quarter 2024 Financial Results on August 1, 2024 (Business Wire)
12:34PM	Shareholders of Roblox Corporation Should Contact Levi & Korsinsky Before August 12, 2024 to Discuss Your Rights RBLX (GlobeNewswire)
09:32AM	Roblox (RBLX), e.l.f. Beauty Team Up to Test Real-World Commerce (Zacks)
Jul-01-24 11:20AM	E.l.f. To Sell Physical Beauty Products on Roblox (Investopedia)
10:36AM	E.l.f. is first beauty brand to test real-world commerce on Roblox (Chain Store Age)
10:23AM	E.l.f. Beauty to Sell Makeup on Roblox. Why It Matters. (Barrons.com)
06:20AM	E.l.f. tests real-world commerce on Roblox via Walmart tech (Marketing Dive)
06:00AM	You've Been Warned! 3 Virtual Reality Stocks to Buy Now or Regret Forever. (InvestorPlace)
12:01AM	e.l.f. Explores Immersive Commerce Within Its e.l.f. UP! Experience on Roblox as First Beauty Brand (Business Wire)
Jun-28-24 07:00AM	Rags to Riches: 3 Metaverse Stocks That Could Make Early Investors Rich (InvestorPlace)
06:00AM	Treasure Hunt: 3 Metaverse Stocks Wall Street Hasn't Discovered Yet (InvestorPlace)
Jun-27-24 05:50PM	Roblox (RBLX) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
04:50AM	3 Struggling Cathie Wood Stocks Down More Than 20% This Year (Motley Fool)
Jun-26-24 09:30AM	Wall Street Bulls Look Optimistic About Roblox (RBLX): Should You Buy? (Zacks)
06:15AM	You've Been Warned! 3 Metaverse Stocks to Buy Now or Regret Forever (InvestorPlace)

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Guthrie Michael	Chief Financial Officer	Sep 04 '24	Option Exercise	0.53	30,000	15,900	382,844	Sep 05 04:20 PM
Guthrie Michael	Chief Financial Officer	Sep 04 '24	Sale	43.09	30,000	1,292,646	352,844	Sep 05 04:20 PM
Michael Guthrie	Officer	Sep 04 '24	Proposed Sale	43.26	30,000	1,297,800		Sep 04 07:04 PM
Chakravarthy Arvind	Chief People & Systems Officer	Aug 27 '24	Sale	43.32	592	25,645	276,892	Aug 29 08:01 PM
Rawlings Amy Marie	Chief Accounting Officer	Aug 28 '24	Sale	44.09	12,258	540,394	87,360	Aug 29 07:52 PM
Baszucki Gregory	Director	Aug 28 '24	Sale	44.09	13,000	573,135	9,675,103	Aug 29 07:48 PM
GREG AND CHRISTINA BASZUCKI LI	Director	Aug 28 '24	Proposed Sale	44.16	13,000	574,080		Aug 28 04:16 PM
AMY RAWLINGS	Officer	Aug 28 '24	Proposed Sale	44.16	12,258	541,313		Aug 28 04:15 PM
ARVIND CHAKRAVARTHY	Officer	Aug 27 '24	Proposed Sale	43.94	592	26,012		Aug 27 04:31 PM
Lee Anthony P	Director	Aug 22 '24	Sale	43.52	27,532	1,198,300	165,190	Aug 26 08:43 PM
Chakravarthy Arvind	Chief People & Systems Officer	Aug 23 '24	Sale	43.94	14,176	622,896	276,892	Aug 26 08:11 PM
Baszucki David	President & CEO	Aug 22 '24	Option Exercise	0.08	166,666	12,650	302,427	Aug 26 07:58 PM
Baszucki David	President & CEO	Aug 22 '24	Sale	43.55	166,666	7,257,521	135,761	Aug 26 07:58 PM
Baszucki David	President & CEO	Aug 22 '24	Sale	43.55	74,999	3,265,849	875	Aug 26 07:58 PM
ARVIND CHAKRAVARTHY	Officer	Aug 23 '24	Proposed Sale	43.36	14,176	614,671		Aug 23 04:26 PM
Rawlings Amy Marie	Chief Accounting Officer	Aug 20 '24	Sale	40.35	4,933	199,045	99,617	Aug 22 05:41 PM
Baszucki David	President & CEO	Aug 20 '24	Sale	40.35	6,499	262,232	135,761	Aug 22 05:39 PM
Bronstein Manuel	Chief Product Officer	Aug 20 '24	Sale	40.35	45,888	1,851,562	768,224	Aug 22 05:37 PM
Guthrie Michael	Chief Financial Officer	Aug 20 '24	Sale	40.35	21,789	879,177	352,844	Aug 22 05:34 PM
Reinstra Mark	Gen. Counsel & Secretary	Aug 20 '24	Sale	40.35	16,579	668,956	326,077	Aug 22 05:33 PM
Chakravarthy Arvind	Chief People & Systems Officer	Aug 20 '24	Sale	40.35	17,928	723,387	291,068	Aug 22 05:32 PM
2020 DAVID BASZUCKI GIFT TRUST	Director	Aug 22 '24	Proposed Sale	43.35	20,833	903,111		Aug 22 04:27 PM
THE BASZUCKI FAMILY FOUNDATION	Director	Aug 22 '24	Proposed Sale	43.35	33,333	1,444,986		Aug 22 04:27 PM
2020 JAN BASZUCKI GIFT TRUST D	Director	Aug 22 '24	Proposed Sale	43.35	20,833	903,111		Aug 22 04:26 PM
DAVID BRENT BASZUCKI	Director	Aug 22 '24	Proposed Sale	43.35	166,666	7,224,971		Aug 22 04:26 PM
AMY RAWLINGS	Officer	Aug 20 '24	Proposed Sale	40.35	4,933	199,047		Aug 20 07:56 PM
MARK REINSTRA	Officer	Aug 20 '24	Proposed Sale	40.35	16,579	668,963		Aug 20 06:40 PM
MICHAEL GUTHRIE	Officer	Aug 20 '24	Proposed Sale	40.35	21,789	879,186		Aug 20 06:21 PM
ARVIND CHAKRAVARTHY	Officer	Aug 20 '24	Proposed Sale	40.35	17,928	723,395		Aug 20 06:00 PM
DAVID BASZUCKI	Officer	Aug 20 '24	Proposed Sale	40.35	6,499	262,235		Aug 20 05:56 PM
MANUEL BRONSTEIN BENDAYAN	Officer	Aug 20 '24	Proposed Sale	40.35	45,888	1,851,581		Aug 20 05:28 PM
Reinstra Mark	Gen. Counsel & Secretary	Aug 19 '24	Option Exercise	3.40	17,000	57,885	359,656	Aug 19 07:56 PM
Reinstra Mark	Gen. Counsel & Secretary	Aug 15 '24	Option Exercise	3.40	12,000	40,860	354,656	Aug 19 07:56 PM
Reinstra Mark	Gen. Counsel & Secretary	Aug 19 '24	Sale	40.47	17,000	688,001	342,656	Aug 19 07:56 PM
Reinstra Mark	Gen. Counsel & Secretary	Aug 15 '24	Sale	40.00	12,000	480,000	342,656	Aug 19 07:56 PM
MARK REINSTRA	Officer	Aug 19 '24	Proposed Sale	40.59	17,000	690,030		Aug 19 04:23 PM
Guthrie Michael	Chief Financial Officer	Aug 14 '24	Option Exercise	0.53	30,000	15,900	404,633	Aug 16 06:44 PM
Guthrie Michael	Chief Financial Officer	Aug 14 '24	Sale	38.82	30,000	1,164,462	374,633	Aug 16 06:44 PM
MARK REINSTRA	Officer	Aug 15 '24	Proposed Sale	39.09	12,000	469,080		Aug 15 04:32 PM
Reinstra Mark	Gen. Counsel & Secretary	Aug 13 '24	Option Exercise	3.40	10,000	34,050	352,656	Aug 15 04:32 PM
Reinstra Mark	Gen. Counsel & Secretary	Aug 13 '24	Sale	38.94	10,000	389,403	342,656	Aug 15 04:32 PM
Michael Guthrie	Officer	Aug 14 '24	Proposed Sale	39.09	30,000	1,172,700		Aug 14 05:48 PM
MARK REINSTRA	Officer	Aug 13 '24	Proposed Sale	37.32	10,000	373,200		Aug 13 04:26 PM
Baszucki Gregory	Director	Jul 24 '24	Sale	40.45	13,000	525,847	9,708,603	Jul 26 05:14 PM
Baszucki David	President & CEO	Jul 12 '24	Option Exercise	0.08	166,668	12,650	308,928	Jul 16 07:28 PM
Baszucki David	President & CEO	Jul 12 '24	Sale	40.21	166,668	6,702,451	142,260	Jul 16 07:28 PM
Baszucki David	President & CEO	Jul 12 '24	Sale	40.21	75,002	3,016,159	875	Jul 16 07:28 PM
Guthrie Michael	Chief Financial Officer	Jul 05 '24	Option Exercise	0.53	30,000	15,900	404,633	Jul 08 04:15 PM
Guthrie Michael	Chief Financial Officer	Jul 05 '24	Sale	37.82	30,000	1,134,660	374,633	Jul 08 04:15 PM
Baszucki Gregory	Director	Jun 26 '24	Sale	36.67	13,000	476,652	9,721,603	Jun 28 05:33 PM
Baszucki David	President & CEO	Jun 10 '24	Option Exercise	0.08	166,666	12,650	308,926	Jun 12 05:06 PM
Baszucki David	President & CEO	Jun 10 '24	Sale	35.12	166,666	5,853,360	142,260	Jun 12 05:06 PM
Baszucki David	President & CEO	Jun 10 '24	Sale	35.12	74,999	2,633,987	875	Jun 12 05:06 PM
Guthrie Michael	Chief Financial Officer	Jun 05 '24	Option Exercise	0.53	59,100	31,323	433,733	Jun 06 08:09 PM
Guthrie Michael	Chief Financial Officer	Jun 04 '24	Option Exercise	0.53	900	477	375,533	Jun 06 08:09 PM
Guthrie Michael	Chief Financial Officer	Jun 05 '24	Sale	35.24	59,100	2,082,920	374,633	Jun 06 08:09 PM
Guthrie Michael	Chief Financial Officer	Jun 04 '24	Sale	35.00	900	31,503	374,633	Jun 06 08:09 PM
Chakravarthy Arvind	Chief People & Systems Officer	Jun 04 '24	Sale	35.00	13,970	488,950	308,996	Jun 06 08:07 PM
Baszucki David	President & CEO	May 31 '24	Option Exercise	0.08	36,228	2,750	178,488	Jun 03 08:05 PM
Baszucki David	President & CEO	May 31 '24	Sale	33.64	43,248	1,454,919	875	Jun 03 08:05 PM
Baszucki David	President & CEO	May 31 '24	Sale	33.64	36,228	1,218,757	142,260	Jun 03 08:05 PM
Baszucki David	President & CEO	May 29 '24	Option Exercise	0.08	20,868	1,584	163,128	May 31 05:10 PM
Baszucki David	President & CEO	May 30 '24	Option Exercise	0.08	5,724	434	147,984	May 31 05:10 PM
Baszucki David	President & CEO	May 29 '24	Sale	33.30	24,915	829,669	875	May 31 05:10 PM
Baszucki David	President & CEO	May 29 '24	Sale	33.30	20,868	694,904	142,260	May 31 05:10 PM
Baszucki David	President & CEO	May 30 '24	Sale	33.30	6,836	227,650	875	May 31 05:10 PM
Baszucki David	President & CEO	May 30 '24	Sale	33.30	5,724	190,619	142,260	May 31 05:10 PM
Rawlings Amy Marie	Chief Accounting Officer	May 22 '24	Sale	33.14	1,355	44,899	97,102	May 23 04:06 PM
Baszucki Gregory	Director	May 22 '24	Sale	33.19	13,000	431,505	9,734,603	May 23 04:05 PM
Reinstra Mark	Gen. Counsel & Secretary	May 22 '24	Option Exercise	3.40	4,000	13,620	346,656	May 23 04:03 PM
Reinstra Mark	Gen. Counsel & Secretary	May 22 '24	Sale	33.19	4,000	132,768	342,656	May 23 04:03 PM
Rawlings Amy Marie	Chief Accounting Officer	May 21 '24	Sale	32.56	3,910	127,306	98,457	May 22 06:32 PM
Chakravarthy Arvind	Chief People & Systems Officer	May 21 '24	Sale	32.56	18,165	591,434	322,966	May 22 06:30 PM
Baszucki David	President & CEO	May 21 '24	Sale	32.56	6,585	214,401	142,260	May 22 06:28 PM
Bronstein Manuel	Chief Product Officer	May 21 '24	Sale	32.56	46,494	1,513,798	814,112	May 22 06:27 PM
Guthrie Michael	Chief Financial Officer	May 21 '24	Sale	32.56	22,076	718,772	374,633	May 22 06:26 PM
Reinstra Mark	Gen. Counsel & Secretary	May 21 '24	Sale	32.56	16,797	546,894	342,656	May 22 06:24 PM
Sturman Daniel	Chief Technology Officer	May 21 '24	Sale	32.56	10,949	356,488	469,320	May 22 06:15 PM
Wong Andrea L	Director	May 13 '24	Option Exercise	5.21	30,000	156,300	31,595	May 14 05:54 PM
Wong Andrea L	Director	May 13 '24	Sale	31.13	5,276	164,245	26,319	May 14 05:54 PM
Baszucki Gregory	Director	Apr 24 '24	Sale	35.08	13,000	456,054	9,747,603	Apr 26 07:58 PM
Reinstra Mark	Gen. Counsel & Secretary	Apr 17 '24	Option Exercise	3.40	4,000	13,620	363,453	Apr 18 05:28 PM
Reinstra Mark	Gen. Counsel & Secretary	Apr 17 '24	Sale	36.69	4,000	146,760	359,453	Apr 18 05:28 PM
Baszucki David	President & CEO	Apr 08 '24	Option Exercise	0.08	100,000	7,590	248,845	Apr 10 04:13 PM
Baszucki David	President & CEO	Apr 08 '24	Sale	38.31	100,000	3,831,250	148,845	Apr 10 04:13 PM
Baszucki David	President & CEO	Apr 08 '24	Sale	38.31	61,668	2,362,655	875	Apr 10 04:13 PM
Guthrie Michael	Chief Financial Officer	Apr 03 '24	Option Exercise	0.53	30,000	15,900	426,709	Apr 04 05:39 PM
Guthrie Michael	Chief Financial Officer	Apr 03 '24	Sale	36.06	30,000	1,081,737	396,709	Apr 04 05:39 PM
Baszucki Gregory	Director	Mar 27 '24	Sale	37.64	13,000	489,304	9,760,603	Mar 28 06:45 PM
Baszucki David	President & CEO	Mar 25 '24	Sale	36.55	41,666	1,523,085	333,334	Mar 26 08:02 PM
Reinstra Mark	Gen. Counsel & Secretary	Mar 20 '24	Option Exercise	3.40	4,000	13,620	363,453	Mar 21 06:36 PM
Reinstra Mark	Gen. Counsel & Secretary	Mar 20 '24	Sale	36.50	4,000	146,000	359,453	Mar 21 06:36 PM
Baszucki Gregory	Director	Mar 08 '24	Sale	40.42	13,000	525,438	9,773,603	Mar 12 04:59 PM
Guthrie Michael	Chief Financial Officer	Mar 04 '24	Option Exercise	0.53	30,000	15,900	426,709	Mar 05 06:21 PM
Guthrie Michael	Chief Financial Officer	Mar 04 '24	Sale	40.68	30,000	1,220,280	396,709	Mar 05 06:21 PM
Baszucki David	President & CEO	Feb 28 '24	Sale	40.12	41,666	1,671,788	354,167	Feb 28 08:16 PM
Reinstra Mark	Gen. Counsel & Secretary	Feb 21 '24	Option Exercise	3.40	4,000	13,620	262,310	Feb 22 08:46 PM
Reinstra Mark	Gen. Counsel & Secretary	Feb 21 '24	Sale	40.75	12,531	510,620	249,779	Feb 22 08:46 PM
Rawlings Amy Marie	Chief Accounting Officer	Feb 21 '24	Sale	40.64	3,777	153,497	96,125	Feb 22 08:45 PM
Rawlings Amy Marie	Chief Accounting Officer	Feb 22 '24	Sale	41.47	1,509	62,578	94,616	Feb 22 08:45 PM

Open in Screener

WMT

Walmart Inc

Sep 06 • 04:00PM ET

76.64

Dollar change -0.32
Percentage change -0.42	%

Consumer Defensive • Discount Stores • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO SPY IVV VTV XLP VIG VYM IWD VDC

Index	DJIA, S&P 500	P/E	39.82	EPS (ttm)	1.92	Insider Own	46.38%	Shs Outstand	8.05B	Perf Week	0.29%
Market Cap	616.05B	Forward P/E	28.15	EPS next Y	2.72	Insider Trans	-2.05%	Shs Float	4.31B	Perf Month	14.54%
Income	15.55B	PEG	3.91	EPS next Q	0.53	Inst Own	35.17%	Short Float	0.93%	Perf Quarter	14.13%
Sales	665.03B	P/S	0.93	EPS this Y	10.38%	Inst Trans	-0.19%	Short Ratio	2.57	Perf Half Y	26.97%
Book/sh	10.51	P/B	7.29	EPS next Y	11.29%	ROA	6.10%	Short Interest	40.14M	Perf Year	42.39%
Cash/sh	1.10	P/C	69.92	EPS next 5Y	10.17%	ROE	18.97%	52W Range	49.85 - 77.81	Perf YTD	45.84%
Dividend Est.	0.82 (1.07%)	P/FCF	51.40	EPS past 5Y	20.49%	ROI	11.21%	52W High	-1.50%	Beta	0.51
Dividend TTM	1.19 (1.56%)	Quick Ratio	0.22	Sales past 5Y	4.75%	Gross Margin	24.63%	52W Low	53.75%	ATR (14)	1.09
Dividend Ex-Date	Dec 13, 2024	Current Ratio	0.80	EPS Y/Y TTM	11.03%	Oper. Margin	4.25%	RSI (14)	72.54	Volatility	1.33% 1.36%
Employees	2100000	Debt/Eq	0.73	Sales Y/Y TTM	5.43%	Profit Margin	2.34%	Recom	1.49	Target Price	81.23
Option/Short	Yes / Yes	LT Debt/Eq	0.64	EPS Q/Q	-42.76%	Payout	39.73%	Rel Volume	0.93	Prev Close	76.96
Sales Surprise	0.46%	EPS Surprise	3.65%	Sales Q/Q	4.77%	Earnings	Aug 15 BMO	Avg Volume	15.63M	Price	76.64
SMA20	3.86%	SMA50	7.82%	SMA200	24.56%	Trades		Volume	14,535,818	Change	-0.42%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-16-24	Reiterated	Telsey Advisory Group	Outperform	$75 → $82
Jul-10-24	Resumed	Piper Sandler	Overweight	$81
Jul-02-24	Reiterated	Stifel	Hold	$69 → $71
Jul-01-24	Reiterated	Deutsche Bank	Buy	$71 → $77
Jun-10-24	Upgrade	JP Morgan	Neutral → Overweight	$66 → $81
May-17-24	Reiterated	Telsey Advisory Group	Outperform	$68 → $70
Feb-21-24	Reiterated	Telsey Advisory Group	Outperform	$185 → $205
Sep-22-23	Initiated	HSBC Securities	Buy	$200
Aug-18-23	Reiterated	RBC Capital Mkts	Outperform	$165 → $168
Aug-11-23	Reiterated	Credit Suisse	Outperform	$170 → $180
Aug-09-23	Reiterated	Wells Fargo	Overweight	$170 → $175
Jul-25-23	Upgrade	Piper Sandler	Neutral → Overweight	$145 → $210
Jun-12-23	Initiated	Exane BNP Paribas	Outperform	$186
Apr-19-23	Upgrade	Gordon Haskett	Accumulate → Buy	$155 → $165
Mar-30-23	Upgrade	Evercore ISI	In-line → Outperform	$145 → $160
Feb-10-23	Upgrade	Gordon Haskett	Hold → Accumulate	$145 → $155
Feb-08-23	Initiated	Barclays	Overweight	$159
Jan-26-23	Upgrade	Tigress Financial	Neutral → Buy	$170 → $176
Dec-20-22	Resumed	Credit Suisse	Outperform	$160 → $170
Dec-06-22	Initiated	Bernstein	Mkt Perform	$159

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Walmart, Inc. engages in retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a merchandiser of consumer products, operating under the Walmart, Wal-Mart, and Walmart Neighborhood Market brands, as well as walmart.com and other eCommerce brands. The Walmart International segment manages supercenters, supermarkets, hypermarkets, warehouse clubs, and cash and carry outside of the United States. The Sam's Club segment consists of membership-only warehouse clubs and samsclubs.com. The company was founded by Samuel Moore Walton and James Lawrence Walton in 1945 and is headquartered in Bentonville, AR.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WALTON ALICE L	10% Owner	Sep 04 '24	Sale	77.17	4,078,041	314,695,491	622,022,107	Sep 05 07:36 PM
WALTON ALICE L	10% Owner	Sep 03 '24	Sale	77.37	2,709,163	209,620,510	630,501,148	Sep 05 07:36 PM
WALTON ALICE L	10% Owner	Sep 05 '24	Sale	76.96	2,375,563	182,833,236	619,646,544	Sep 05 07:36 PM
WALTON JIM C	10% Owner	Sep 04 '24	Sale	77.17	4,078,041	314,695,491	622,022,107	Sep 05 07:32 PM
WALTON JIM C	10% Owner	Sep 03 '24	Sale	77.37	2,709,163	209,620,510	630,501,148	Sep 05 07:32 PM
WALTON JIM C	10% Owner	Sep 05 '24	Sale	76.96	2,375,563	182,833,236	619,646,544	Sep 05 07:32 PM
WALTON S ROBSON	10% Owner	Sep 04 '24	Sale	77.17	4,078,041	314,695,491	622,022,107	Sep 05 07:24 PM
WALTON S ROBSON	10% Owner	Sep 03 '24	Sale	77.37	2,709,163	209,620,510	630,501,148	Sep 05 07:24 PM
WALTON S ROBSON	10% Owner	Sep 05 '24	Sale	76.96	2,375,563	182,833,236	619,646,544	Sep 05 07:24 PM
Rainey John D	Executive Vice President	Sep 03 '24	Sale	77.48	3,000	232,444	384,165	Sep 05 04:31 PM
John D. Rainey	Officer	Sep 03 '24	Proposed Sale	77.23	12,000	926,760		Sep 03 06:41 PM
Jim C. Walton, as trustee of t	Other: Shareholder	Sep 03 '24	Proposed Sale	77.23	20,000,000	1,544,600,000		Sep 03 05:18 PM
McMillon C Douglas	President and CEO	Aug 22 '24	Sale	75.67	29,124	2,203,799	3,902,177	Aug 23 04:26 PM
Furner John R.	Executive Vice President	Aug 22 '24	Sale	75.33	13,125	988,706	619,290	Aug 23 04:23 PM
Bartlett Daniel J	Executive Vice President	Aug 15 '24	Sale	74.00	2,250	166,500	461,621	Aug 16 04:34 PM
Bartlett Daniel J	Officer	Aug 15 '24	Proposed Sale	73.95	2,250	166,378		Aug 15 01:22 PM
Rainey John D	Executive Vice President	Aug 01 '24	Sale	69.19	3,000	207,569	387,165	Aug 05 04:16 PM
Furner John R.	Executive Vice President	Jul 25 '24	Sale	70.60	13,125	926,625	632,415	Jul 26 05:11 PM
McMillon C Douglas	President and CEO	Jul 25 '24	Sale	70.61	29,124	2,056,521	3,931,301	Jul 26 05:05 PM
Bartlett Daniel J	Executive Vice President	Jul 15 '24	Sale	69.50	2,398	166,661	463,871	Jul 17 04:33 PM
Rainey John D	Executive Vice President	Jul 01 '24	Sale	67.58	25,578	1,728,485	390,165	Jul 02 04:52 PM
McMillon C Douglas	President and CEO	Jun 27 '24	Sale	68.39	29,124	1,991,648	3,960,402	Jun 28 05:03 PM
Chojnowski David	Senior Vice President	Jun 26 '24	Sale	68.00	8,791	597,788	94,415	Jun 28 05:01 PM
Furner John R.	Executive Vice President	Jun 27 '24	Sale	68.20	13,125	895,125	645,540	Jun 28 04:58 PM
WALTON S ROBSON	10% Owner	Jun 14 '24	Sale	66.63	1,244,347	82,910,841	633,518,311	Jun 14 05:14 PM
WALTON S ROBSON	10% Owner	Jun 13 '24	Sale	66.52	750,000	49,891,800	634,762,658	Jun 14 05:14 PM
WALTON JIM C	10% Owner	Jun 14 '24	Sale	66.63	1,244,347	82,910,841	633,518,311	Jun 14 05:12 PM
WALTON JIM C	10% Owner	Jun 13 '24	Sale	66.52	750,000	49,891,800	634,762,658	Jun 14 05:12 PM
WALTON ALICE L	10% Owner	Jun 14 '24	Sale	66.63	1,244,347	82,910,841	633,518,311	Jun 14 05:10 PM
WALTON ALICE L	10% Owner	Jun 13 '24	Sale	66.52	750,000	49,891,800	634,762,658	Jun 14 05:10 PM
Furner John R.	Executive Vice President	Jun 12 '24	Sale	66.85	13,125	877,406	658,665	Jun 14 05:05 PM
WALTON ALICE L	10% Owner	Jun 10 '24	Sale	66.80	3,633,800	242,743,757	636,898,811	Jun 12 06:15 PM
WALTON ALICE L	10% Owner	Jun 11 '24	Sale	66.74	1,345,179	89,782,896	635,553,632	Jun 12 06:15 PM
WALTON ALICE L	10% Owner	Jun 12 '24	Sale	66.79	40,974	2,736,674	635,512,658	Jun 12 06:15 PM
WALTON S ROBSON	10% Owner	Jun 10 '24	Sale	66.80	3,633,800	242,743,757	636,898,811	Jun 12 06:14 PM
WALTON S ROBSON	10% Owner	Jun 11 '24	Sale	66.74	1,345,179	89,782,896	635,553,632	Jun 12 06:14 PM
WALTON S ROBSON	10% Owner	Jun 12 '24	Sale	66.79	40,974	2,736,674	635,512,658	Jun 12 06:14 PM
WALTON JIM C	10% Owner	Jun 10 '24	Sale	66.80	3,633,800	242,743,757	636,898,811	Jun 12 06:12 PM
WALTON JIM C	10% Owner	Jun 11 '24	Sale	66.74	1,345,179	89,782,896	635,553,632	Jun 12 06:12 PM
WALTON JIM C	10% Owner	Jun 12 '24	Sale	66.79	40,974	2,736,674	635,512,658	Jun 12 06:12 PM
WALTON ALICE L	10% Owner	Jun 07 '24	Sale	66.11	1,250,000	82,637,983	640,532,611	Jun 07 05:59 PM
WALTON S ROBSON	10% Owner	Jun 07 '24	Sale	66.11	1,250,000	82,637,983	640,532,611	Jun 07 05:57 PM
WALTON JIM C	10% Owner	Jun 07 '24	Sale	66.11	1,250,000	82,637,983	640,532,611	Jun 07 05:55 PM
Rainey John D	Executive Vice President	Jun 03 '24	Sale	65.48	25,578	1,674,934	415,743	Jun 05 05:28 PM
WALTON S ROBSON	Director	May 28 '24	Sale	65.00	1,562,239	101,543,660	642,949,611	May 30 05:21 PM
WALTON S ROBSON	Director	May 30 '24	Sale	64.92	933,000	60,566,815	642,016,611	May 30 05:21 PM
WALTON ALICE L	10% Owner	May 28 '24	Sale	65.00	1,562,239	101,543,660	642,949,611	May 30 05:18 PM
WALTON ALICE L	10% Owner	May 30 '24	Sale	64.92	933,000	60,566,815	642,016,611	May 30 05:18 PM
WALTON JIM C	10% Owner	May 28 '24	Sale	65.00	1,562,239	101,543,660	642,949,611	May 30 05:16 PM
WALTON JIM C	10% Owner	May 30 '24	Sale	64.92	933,000	60,566,815	642,016,611	May 30 05:16 PM
WALTON ALICE L	10% Owner	May 23 '24	Sale	65.02	1,132,123	73,614,034	647,371,888	May 24 06:01 PM
WALTON ALICE L	10% Owner	May 24 '24	Sale	65.39	982,038	64,211,537	644,511,850	May 24 06:01 PM
WALTON JIM C	10% Owner	May 23 '24	Sale	65.02	1,132,123	73,614,034	647,371,888	May 24 05:55 PM
WALTON JIM C	10% Owner	May 24 '24	Sale	65.39	982,038	64,211,537	644,511,850	May 24 05:55 PM
WALTON S ROBSON	Director	May 23 '24	Sale	65.02	1,132,123	73,614,034	647,371,888	May 24 05:51 PM
WALTON S ROBSON	Director	May 24 '24	Sale	65.39	982,038	64,211,537	644,511,850	May 24 05:51 PM
McMillon C Douglas	President and CEO	May 23 '24	Sale	65.23	29,124	1,899,791	3,989,526	May 24 04:42 PM
FLYNN TIMOTHY PATRICK	Director	May 21 '24	Sale	64.82	30,000	1,944,609	0	May 23 04:45 PM
WALTON S ROBSON	Director	May 17 '24	Sale	64.55	3,540,250	228,539,069	648,504,011	May 21 06:50 PM
WALTON ALICE L	10% Owner	May 17 '24	Sale	64.55	3,540,250	228,539,069	648,504,011	May 21 06:47 PM
WALTON JIM C	10% Owner	May 17 '24	Sale	64.55	3,540,250	228,539,069	648,504,011	May 21 06:45 PM
Rainey John D	Executive Vice President	May 01 '24	Sale	59.08	3,000	177,248	521,613	May 03 04:38 PM
McMillon C Douglas	President and CEO	Apr 25 '24	Sale	60.03	29,124	1,748,325	4,018,650	Apr 29 04:30 PM
Rainey John D	Executive Vice President	Apr 01 '24	Sale	60.26	3,000	180,782	524,613	Apr 02 04:53 PM
Furner John R.	Executive Vice President	Mar 27 '24	Sale	60.81	13,125	798,131	645,517	Apr 01 04:33 PM
McMillon C Douglas	President and CEO	Mar 28 '24	Sale	60.45	29,124	1,760,400	4,047,767	Apr 01 04:32 PM
WALTON ALICE L	10% Owner	Mar 14 '24	Sale	60.93	345,000	21,020,505	652,044,261	Mar 14 06:00 PM
WALTON JIM C	10% Owner	Mar 14 '24	Sale	60.93	345,000	21,020,505	652,044,261	Mar 14 05:58 PM
WALTON S ROBSON	Director	Mar 14 '24	Sale	60.93	345,000	21,020,505	652,044,261	Mar 14 05:56 PM
Rainey John D	Executive Vice President	Mar 01 '24	Sale	58.55	3,000	175,635	527,613	Mar 05 05:35 PM
WALTON S ROBSON	Director	Feb 29 '24	Sale	58.74	1,570,000	92,218,032	654,825,261	Mar 01 06:48 PM
WALTON S ROBSON	Director	Mar 01 '24	Sale	58.39	500,000	29,196,800	653,067,261	Mar 01 06:48 PM
WALTON ALICE L	10% Owner	Feb 29 '24	Sale	58.74	1,570,000	92,218,032	654,825,261	Mar 01 06:45 PM
WALTON ALICE L	10% Owner	Mar 01 '24	Sale	58.39	500,000	29,196,800	653,067,261	Mar 01 06:45 PM
WALTON JIM C	10% Owner	Feb 29 '24	Sale	58.74	1,570,000	92,218,032	654,825,261	Mar 01 06:42 PM
WALTON JIM C	10% Owner	Mar 01 '24	Sale	58.39	500,000	29,196,800	653,067,261	Mar 01 06:42 PM
Furner John R.	Executive Vice President	Feb 28 '24	Sale	59.51	13,125	781,069	219,547	Mar 01 04:59 PM
Brand Rachel L	Executive Vice President	Feb 29 '24	Sale	58.82	50,271	2,956,925	109,259	Mar 01 04:57 PM
WALTON JIM C	10% Owner	Feb 26 '24	Sale	58.78	2,000	117,552	656,395,261	Feb 28 05:02 PM
WALTON ALICE L	10% Owner	Feb 26 '24	Sale	58.78	2,000	117,552	656,395,261	Feb 28 05:00 PM
WALTON S ROBSON	Director	Feb 23 '24	Sale	175.84	4,895,109	860,779,882	218,799,087	Feb 23 07:38 PM
WALTON S ROBSON	Director	Feb 22 '24	Sale	174.82	1,990,022	347,901,796	223,694,196	Feb 23 07:38 PM
WALTON S ROBSON	Director	Feb 21 '24	Sale	173.86	1,938,725	337,062,085	225,684,218	Feb 23 07:38 PM
WALTON ALICE L	10% Owner	Feb 23 '24	Sale	175.84	4,895,109	860,779,882	218,799,087	Feb 23 07:36 PM
WALTON ALICE L	10% Owner	Feb 22 '24	Sale	174.82	1,990,022	347,901,796	223,694,196	Feb 23 07:36 PM
WALTON ALICE L	10% Owner	Feb 21 '24	Sale	173.86	1,938,725	337,062,085	225,684,218	Feb 23 07:36 PM
WALTON JIM C	10% Owner	Feb 23 '24	Sale	175.84	4,895,109	860,779,882	218,799,087	Feb 23 07:34 PM
WALTON JIM C	10% Owner	Feb 22 '24	Sale	174.26	1,990,022	346,783,982	223,694,196	Feb 23 07:34 PM
WALTON JIM C	10% Owner	Feb 21 '24	Sale	173.86	1,938,725	337,062,085	225,684,218	Feb 23 07:34 PM
McMillon C Douglas	President and CEO	Feb 22 '24	Sale	173.80	9,708	1,687,250	1,358,964	Feb 23 04:19 PM
Chojnowski David	Senior Vice President	Feb 22 '24	Sale	175.00	3,650	638,750	34,782	Feb 23 04:17 PM
Rainey John D	Executive Vice President	Feb 01 '24	Sale	167.16	1,000	167,163	176,871	Feb 05 05:28 PM
McMillon C Douglas	President and CEO	Jan 25 '24	Sale	160.62	9,708	1,559,338	1,424,825	Jan 26 04:11 PM
Furner John R.	Executive Vice President	Jan 24 '24	Sale	162.90	4,375	712,688	260,242	Jan 26 04:09 PM
Rainey John D	Executive Vice President	Jan 02 '24	Sale	158.80	1,000	158,797	165,735	Jan 04 06:04 PM
WALTON S ROBSON	Director	Dec 29 '23	Sale	157.72	2,406,081	379,477,471	227,622,943	Dec 29 05:44 PM
WALTON S ROBSON	Director	Dec 28 '23	Sale	157.78	539,437	85,113,179	230,029,024	Dec 29 05:44 PM
WALTON ALICE L	10% Owner	Dec 29 '23	Sale	157.72	2,406,081	379,477,471	227,622,943	Dec 29 05:41 PM
WALTON ALICE L	10% Owner	Dec 28 '23	Sale	157.78	539,437	85,113,179	230,029,024	Dec 29 05:41 PM
WALTON JIM C	10% Owner	Dec 29 '23	Sale	157.72	2,406,081	379,477,471	227,622,943	Dec 29 05:38 PM

Open in Screener

DFH

Dream Finders Homes Inc

Sep 06 • 04:00PM ET

30.01

Dollar change -0.16
Percentage change -0.53	%

Consumer Cyclical • Residential Construction • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

DFH Dream Finders Homes Inc daily Stock Chart

Held by: XHB IWM VTI VB VXF VBK IWO ITB VTWO SCHA

Index	RUT	P/E	10.11	EPS (ttm)	2.97	Insider Own	71.06%	Shs Outstand	32.88M	Perf Week	-9.85%
Market Cap	2.81B	Forward P/E	9.02	EPS next Y	3.33	Insider Trans	-1.28%	Shs Float	27.13M	Perf Month	13.93%
Income	300.44M	PEG	-	EPS next Q	0.84	Inst Own	25.43%	Short Float	12.94%	Perf Quarter	11.64%
Sales	3.92B	P/S	0.72	EPS this Y	16.21%	Inst Trans	2.28%	Short Ratio	8.07	Perf Half Y	-22.03%
Book/sh	11.18	P/B	2.68	EPS next Y	2.63%	ROA	11.89%	Short Interest	3.51M	Perf Year	7.76%
Cash/sh	3.16	P/C	9.48	EPS next 5Y	-5.40%	ROE	29.84%	52W Range	18.29 - 44.38	Perf YTD	-15.54%
Dividend Est.	-	P/FCF	-	EPS past 5Y	70.07%	ROI	12.52%	52W High	-32.38%	Beta	1.91
Dividend TTM	-	Quick Ratio	0.67	Sales past 5Y	51.73%	Gross Margin	19.77%	52W Low	64.08%	ATR (14)	1.46
Dividend Ex-Date	-	Current Ratio	4.53	EPS Y/Y TTM	15.33%	Oper. Margin	10.70%	RSI (14)	47.44	Volatility	4.64% 3.80%
Employees	1236	Debt/Eq	1.01	Sales Y/Y TTM	8.82%	Profit Margin	7.67%	Recom	3.00	Target Price	29.50
Option/Short	Yes / Yes	LT Debt/Eq	1.01	EPS Q/Q	25.34%	Payout	0.00%	Rel Volume	1.02	Prev Close	30.17
Sales Surprise	-2.42%	EPS Surprise	4.66%	Sales Q/Q	11.68%	Earnings	Aug 01 BMO	Avg Volume	435.06K	Price	30.01
SMA20	-1.31%	SMA50	3.13%	SMA200	-5.72%	Trades		Volume	444,544	Change	-0.53%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-13-23	Downgrade	RBC Capital Mkts	Sector Perform → Underperform	$8
Aug-25-22	Upgrade	BofA Securities	Underperform → Neutral	$10.50 → $12
Jun-17-22	Downgrade	BofA Securities	Neutral → Underperform	$18 → $10.50
Nov-08-21	Resumed	BofA Securities	Neutral	$18
Feb-18-21	Initiated	Wedbush	Neutral	$21
Feb-16-21	Initiated	RBC Capital Mkts	Sector Perform	$22
Feb-16-21	Initiated	BTIG Research	Neutral
Feb-16-21	Initiated	BofA Securities	Underperform	$17

Aug-01-24 07:00AM	Dream Finders Announces Second Quarter 2024 Results (Business Wire)
Jul-29-24 08:30AM	St. Johns County's Newest 55+ Lifestyle Celebrates Model Homes Opening (PR Newswire)
Jul-08-24 09:00AM	Dream Finders Homes Active Adult Division Celebrates 500th Home Closing (PR Newswire)
May-29-24 09:41AM	Builder Capital and 400 Capital Management Close $400mm Land Banking Arrangement with Dream Finders Homes (Business Wire)
May-22-24 09:00AM	Dream Finders Homes, Inc. (DFH) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
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May-08-24 09:00AM	Investors Heavily Search Dream Finders Homes, Inc. (DFH): Here is What You Need to Know (Zacks)
May-06-24 09:40AM	Are Investors Undervaluing Dream Finders Homes (DFH) Right Now? (Zacks)
May-02-24 01:54PM	DFH Stock Earnings: Dream Finders Homes Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace) -9.48%
08:35AM	Dream Finders Homes Inc. (DFH) Q1 Earnings and Revenues Miss Estimates (Zacks)
07:00AM	Dream Finders Announces First Quarter 2024 Results (Business Wire)
Apr-30-24 12:30PM	What's in Store for Dream Finders Homes (DFH) in Q1 Earnings? (Zacks)
Apr-28-24 06:43PM	27 Cheapest Housing Markets in the US (Insider Monkey)
Apr-25-24 05:45PM	Why Dream Finders Homes Inc. (DFH) Dipped More Than Broader Market Today (Zacks)
10:02AM	Dream Finders Homes Inc. (DFH) to Report Q1 Results: Wall Street Expects Earnings Growth (Zacks)
Apr-24-24 09:00AM	Here is What to Know Beyond Why Dream Finders Homes, Inc. (DFH) is a Trending Stock (Zacks)
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Apr-18-24 05:45PM	Dream Finders Homes Inc. (DFH) Suffers a Larger Drop Than the General Market: Key Insights (Zacks)
Apr-17-24 05:50PM	Dream Finders Homes Inc. (DFH) Declines More Than Market: Some Information for Investors (Zacks)
Apr-12-24 08:50AM	Why Fast-paced Mover Dream Finders Homes (DFH) Is a Great Choice for Value Investors (Zacks)
Apr-11-24 05:45PM	Dream Finders Homes Inc. (DFH) Gains But Lags Market: What You Should Know (Zacks)
Apr-10-24 09:00AM	Is Trending Stock Dream Finders Homes, Inc. (DFH) a Buy Now? (Zacks)
Apr-09-24 12:10PM	Will Dream Finders Homes (DFH) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Apr-05-24 06:37PM	20 Worst Performing Housing Markets in the US (Insider Monkey)
12:00PM	Dream Finders Homes Inc. (DFH) is a Great Momentum Stock: Should You Buy? (Zacks)
Mar-30-24 11:49PM	15 States with the Highest Housing Costs in the US (Insider Monkey)
Mar-28-24 09:58PM	15 Fastest Declining States in the US (Insider Monkey)
Mar-25-24 09:15AM	Dream Finders Homes, Inc. (DFH) Hits Fresh High: Is There Still Room to Run? (Zacks)
Mar-21-24 04:15PM	Dream Finders Homes Announces New Home Community of Bungalow Walk at Waterside in Lakewood Ranch, Florida (Business Wire) +5.84%
08:50AM	Despite Fast-paced Momentum, Dream Finders Homes (DFH) Is Still a Bargain Stock (Zacks)
Mar-05-24 12:00PM	What Makes Dream Finders Homes Inc. (DFH) a Strong Momentum Stock: Buy Now? (Zacks)
Mar-04-24 12:20PM	Can Dream Finders Homes (DFH) Run Higher on Rising Earnings Estimates? (Zacks)
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09:15AM	Dream Finders Homes, Inc. (DFH) Hit a 52 Week High, Can the Run Continue? (Zacks)
08:50AM	Dream Finders Homes (DFH) Is Attractively Priced Despite Fast-paced Momentum (Zacks)
Mar-01-24 12:23PM	Dream Finders' (DFH) Stock Up on Q4 Earnings & Revenue Beat (Zacks)
Feb-29-24 08:10AM	Dream Finders Homes Inc. (DFH) Surpasses Q4 Earnings and Revenue Estimates (Zacks) +13.32%
07:00AM	Dream Finders Announces Fourth Quarter and Full Year 2023 Results (Business Wire)
Feb-27-24 09:58AM	Dream Finders Homes (DFH) Surges 7.0%: Is This an Indication of Further Gains? (Zacks)
Feb-19-24 06:00AM	Zelmans #1-Ranked Investment Banking Team Advised Dream Finders on Its Successful Acquisition of Crescent Homes (Business Wire)
Feb-02-24 08:30AM	Dream Finders Homes Acquires the Assets of Crescent Homes (Business Wire)
Jan-01-24 08:50AM	Fast-paced Momentum Stock Dream Finders Homes (DFH) Is Still Trading at a Bargain (Zacks)
Dec-14-23 08:50AM	Why Fast-paced Mover Dream Finders Homes (DFH) Is a Great Choice for Value Investors (Zacks) +14.20%
Nov-24-23 08:44AM	Is the Options Market Predicting a Spike in Dream Finders (DFH) Stock? (Zacks)
Nov-20-23 12:00PM	Dream Finders Homes (DFH) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
Nov-17-23 12:06PM	One of St. Johns County's Fastest Selling Communities celebrates new Sales Gallery Grand Opening (PR Newswire)
Nov-02-23 07:00AM	Dream Finders Announces Third Quarter 2023 Results (Business Wire) +7.96%
Sep-26-23 09:40AM	Is CRH (CRH) Stock Outpacing Its Construction Peers This Year? (Zacks)
Sep-18-23 12:40PM	KB Home (KBH) to Report Q3 Earnings: What's in the Offing? (Zacks)
09:35AM	Down -10.37% in 4 Weeks, Here's Why You Should You Buy the Dip in Dream Finders Homes (DFH) (Zacks)
Aug-16-23 08:50AM	Despite Fast-paced Momentum, Dream Finders Homes (DFH) Is Still a Bargain Stock (Zacks)
Aug-08-23 10:00PM	Dream Finders Announces Pricing of Senior Notes Offering Due 2028 (Business Wire)
Aug-07-23 09:15AM	Dream Finders Announces Proposed Senior Notes Offering (Business Wire)
Aug-03-23 07:00AM	Dream Finders Announces Second Quarter 2023 Results (Business Wire)
Jul-28-23 04:05PM	Dream Finders Homes Releases 2022 Annual Shareholder Letter (Business Wire) +6.56%
Jun-23-23 09:24AM	Daily Vickers Top Buyers & Sellers for 06/23/2023 (Argus Research)
08:34AM	Do Options Traders Know Something About Dream Finders Homes (DFH) Stock We Don't? (Zacks)
May-04-23 07:00AM	Dream Finders Announces First Quarter 2023 Results (Business Wire)
Mar-02-23 07:00AM	Dream Finders Announces Fourth Quarter and Full Year 2022 Results (Business Wire)
Feb-03-23 08:30AM	Dream Finders Appoints William W. Weatherford to its Board of Directors (Business Wire)
Nov-08-22 08:05AM	SunPower Reports Third Quarter 2022 Results (PR Newswire)
Nov-07-22 12:00PM	Dream Finders Homes (DFH) Moves to Buy: Rationale Behind the Upgrade (Zacks) -6.19%
09:40AM	Should Value Investors Buy Dream Finders Homes (DFH) Stock? (Zacks)
Nov-03-22 07:00AM	Dream Finders Announces Third Quarter 2022 Results (Business Wire)
Oct-08-22 08:55AM	Investors in Dream Finders Homes (NASDAQ:DFH) have unfortunately lost 32% over the last year (Simply Wall St.)
06:41AM	My 3 Favorite Stocks Right Now (Motley Fool)
Sep-22-22 04:05PM	Dream Finders Homes Announces Transfer of Listing of Class A Common Stock to the New York Stock Exchange (GlobeNewswire) -5.08%
Sep-16-22 05:29AM	Zacks Industry Outlook Highlights Taylor Morrison Home, Century Communities, Dream Finders Homes, M/I Homes and Beazer Homes (Zacks)
Sep-15-22 12:01PM	5 Homebuilding Stocks to Watch Amid Rate-Hike & Inflation Woes (Zacks)
Aug-25-22 01:32PM	Housing: BofA downgrades three homebuilders as housing downturn accelerates (Yahoo Finance) +7.61%
06:27AM	Could This Be the Next 100x Stock? (Motley Fool)
Aug-24-22 02:44PM	Fast-growing Aberdeen adds another 113 new homes (American City Business Journals)
Aug-22-22 02:26PM	Argosy Investors Believes in the Long-Term Prospects of Dream Finders Homes (DFH) (Insider Monkey) -6.73%
Aug-09-22 06:36AM	We Like These Underlying Return On Capital Trends At Dream Finders Homes (NASDAQ:DFH) (Simply Wall St.)
Aug-04-22 08:55AM	Dream Finders Homes Inc. (DFH) Q2 Earnings and Revenues Top Estimates (Zacks)
07:00AM	Dream Finders Announces Second Quarter 2022 Results (GlobeNewswire)
Aug-02-22 08:05AM	SunPower Reports Second Quarter 2022 Results (PR Newswire)
Jul-05-22 01:12AM	As stocks plunge, Jacksonville public companies have dismal first half of the year (American City Business Journals) +7.80%
Jun-24-22 09:16AM	Dream Finders Homes (DFH) Surges 9.5%: Is This an Indication of Further Gains? (Zacks) -5.00%
Jun-23-22 06:41AM	This Stock Is Down 40% in June -- Is It a Buy? (Motley Fool) +9.45%
Jun-17-22 08:05AM	Dream Finders Homes Releases Investor Relations Presentation (GlobeNewswire) -9.98%
Jun-16-22 07:30AM	Dream Finders Homes, Inc. (NASDAQ:DFH) Might Not Be As Mispriced As It Looks (Simply Wall St.) -7.58%
May-24-22 06:24AM	Is Dream Finders Homes, Inc. (NASDAQ:DFH) A High Quality Stock To Own? (Simply Wall St.) -5.27%
May-10-22 07:00AM	Dream Finders Announces First Quarter 2022 Results (GlobeNewswire)
May-06-22 07:03AM	At US$20.50, Is It Time To Put International Game Technology PLC (NYSE:IGT) On Your Watch List? (Simply Wall St.)
May-04-22 03:00PM	Dream Finders Homes Inc. (DFH) to Report Q1 Results: Wall Street Expects Earnings Growth (Zacks)
May-01-22 08:29AM	The past year for Dream Finders Homes (NASDAQ:DFH) investors has not been profitable (Simply Wall St.)
Apr-19-22 04:31PM	International Game Technology PLC to Host First Quarter 2022 Results Conference Call on Tuesday, May 10, 2022 (PR Newswire)
Apr-14-22 07:14PM	Top Sports Betting Stocks for Q2 2022 (Investopedia)
04:31PM	IGT Named "Multi-Channel Supplier of the Year" in 2022 International Gaming Awards (PR Newswire)
06:45AM	IGT Transforms Instant Tickets with Infinity Instants Games (PR Newswire)
Apr-13-22 04:31PM	IGT Wins Second Consecutive "Casino Supplier of the Year" Honor at 2022 Global Gaming Awards London (PR Newswire)
Apr-12-22 06:00PM	IGT Signs Broad Patent Cross-Licensing Agreement with Aristocrat (PR Newswire)
06:45AM	IGT Strengthens Video Lottery Terminal Leadership in Atlantic Canada via Massive Hardware and Content Deal (PR Newswire)
Apr-11-22 06:45AM	International Game Technology PLC Announces Agreement to Acquire iSoftBet (PR Newswire)
Apr-08-22 12:28PM	With A 13% Return On Equity, Is International Game Technology PLC (NYSE:IGT) A Quality Stock? (Simply Wall St.)
Apr-06-22 04:10PM	Dream Finders Homes Releases 2021 Annual Shareholder Letter (GlobeNewswire) -5.40%
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Dream Finders Homes, Inc. engages in the business of designing, building, and selling homes in high-growth markets using asset-light lot acquisition strategy. It operates through the following segments: Southeast, Mid-Atlantic, Midwest, and Financial Services. The Southeast segment focuses on homebuilding operations in Jacksonville, Orlando, and Tampa, Florida, Savannah, Georgia, Hilton Head and Bluffton, South Carolina, and Active Adult and Custom Homes homebuilding operations in northeast Florida. The Mid-Atlantic segment includes North Carolina homebuilding operations in Charlotte, Fayetteville, Raleigh, Wilmington, and the Triad and DC Metro. The Midwest segment is involved in Texas homebuilding operations in Austin, Dallas, Houston, and San Antonio, and Colorado homebuilding operations in Denver. The Financial Services segment offers mortgage banking and title services operations including Jet HomeLoans and Golden Dog Title and Trust. The company was founded by Patrick O. Zalupski in 2008 and is headquartered in Jacksonville, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Zalupski Patrick O.	President and CEO	Aug 26 '24	Sale	33.42	54,665	1,826,984	1,056,618	Aug 28 05:08 PM
Zalupski Patrick O.	President and CEO	Aug 27 '24	Sale	33.00	38,568	1,272,744	1,018,050	Aug 28 05:08 PM
Patrick Zalupski	Officer	Aug 26 '24	Proposed Sale	33.19	499,996	16,594,867		Aug 26 06:16 PM
Lovett William Radford II	Director	Aug 23 '24	Sale	33.14	27,760	920,089	4,886,364	Aug 26 05:09 PM
Lovett William Radford II	Director	Aug 22 '24	Sale	30.73	16,466	506,023	4,914,124	Aug 26 05:09 PM
Zalupski Patrick O.	President and CEO	Aug 15 '24	Sale	28.87	19,624	566,545	1,111,283	Aug 16 05:06 PM
Zalupski Patrick O.	President and CEO	Aug 14 '24	Sale	28.62	11,804	337,830	1,130,907	Aug 16 05:06 PM
Zalupski Patrick O.	Officer	Aug 14 '24	Proposed Sale	28.65	1,000,000	28,650,000		Aug 14 05:54 PM
Lovett William Radford II	Director	Aug 07 '24	Sale	28.05	798	22,384	4,930,590	Aug 08 05:33 PM
Zalupski Patrick O.	President and CEO	Jul 23 '24	Sale	31.24	49,345	1,541,538	1,156,633	Jul 26 05:03 PM
Zalupski Patrick O.	President and CEO	Jul 24 '24	Sale	30.60	13,922	425,954	1,142,711	Jul 26 05:03 PM
Lovett William Radford II	Director	Jul 18 '24	Sale	31.15	24,774	771,682	4,941,109	Jul 22 05:18 PM
Lovett William Radford II	Director	Jul 19 '24	Sale	30.99	9,721	301,299	4,931,388	Jul 22 05:18 PM
Zalupski Patrick O.	President and CEO	Jul 08 '24	Sale	25.18	6,581	165,710	1,209,478	Jul 10 06:08 PM
Zalupski Patrick O.	President and CEO	Jul 09 '24	Sale	25.06	3,500	87,710	1,205,978	Jul 10 06:08 PM
Zalupski Patrick O.	President and CEO	Jun 25 '24	Sale	25.25	7,407	187,027	1,216,359	Jun 27 05:03 PM
Zalupski Patrick O.	President and CEO	Jun 26 '24	Sale	25.00	300	7,500	1,216,059	Jun 27 05:03 PM
Zalupski Patrick O.	President and CEO	Jun 12 '24	Sale	27.84	12,966	360,973	1,231,396	Jun 14 04:37 PM
Zalupski Patrick O.	President and CEO	Jun 13 '24	Sale	27.19	7,630	207,460	1,223,766	Jun 14 04:37 PM
Zalupski Patrick O.	President and CEO	May 31 '24	Sale	28.16	23,180	652,749	1,244,362	Jun 03 06:21 PM
Zalupski Patrick O.	President and CEO	May 30 '24	Sale	28.35	10,984	311,396	1,267,542	Jun 03 06:21 PM
Zalupski Patrick O.	President and CEO	May 16 '24	Sale	30.27	23,479	710,634	1,300,973	May 20 05:31 PM
Zalupski Patrick O.	President and CEO	May 17 '24	Sale	29.15	22,447	654,230	1,278,526	May 20 05:31 PM
Zalupski Patrick O.	President and CEO	Apr 19 '24	Sale	33.37	33,526	1,118,802	1,324,452	Apr 22 05:02 PM
Zalupski Patrick O.	President and CEO	Apr 18 '24	Sale	34.81	30,433	1,059,246	1,357,978	Apr 22 05:02 PM
Zalupski Patrick O.	President and CEO	Apr 09 '24	Sale	40.54	37,482	1,519,502	1,391,260	Apr 10 05:23 PM
Zalupski Patrick O.	President and CEO	Apr 08 '24	Sale	42.46	34,961	1,484,391	1,428,742	Apr 10 05:23 PM
Zalupski Patrick O.	President and CEO	Mar 26 '24	Sale	42.05	54,270	2,282,310	1,507,805	Mar 28 05:39 PM
Zalupski Patrick O.	President and CEO	Mar 27 '24	Sale	41.51	30,175	1,252,564	1,477,630	Mar 28 05:39 PM
Udelhofen Justin	Director	Mar 19 '24	Sale	35.69	25,000	892,250	30,376	Mar 20 04:56 PM
Zalupski Patrick O.	President and CEO	Mar 15 '24	Sale	35.68	76,131	2,716,088	1,562,075	Mar 18 05:17 PM
Zalupski Patrick O.	President and CEO	Mar 14 '24	Sale	38.39	44,246	1,698,563	1,638,206	Mar 18 05:17 PM
Lovett William Radford II	Director	Mar 13 '24	Sale	41.07	35,000	1,437,411	4,980,883	Mar 14 05:39 PM
Lovett William Radford II	Director	Mar 14 '24	Sale	38.45	15,000	576,715	4,965,883	Mar 14 05:39 PM
Lovett William Radford II	Director	Mar 07 '24	Sale	38.91	25,000	972,762	5,040,883	Mar 11 05:23 PM
Lovett William Radford II	Director	Mar 08 '24	Sale	38.47	25,000	961,727	5,015,883	Mar 11 05:23 PM
Fernandez Lorena Anabel	CFO	Mar 06 '24	Sale	38.19	9,076	346,612	165,524	Mar 07 05:16 PM
Sturm Len	Director	Mar 05 '24	Sale	38.59	1,000	38,590	15,803	Mar 07 05:12 PM
Sturm Len	Director	Mar 06 '24	Sale	38.35	400	15,340	15,403	Mar 07 05:12 PM
Sturm Len	Director	Mar 07 '24	Sale	39.36	100	3,936	15,303	Mar 07 05:12 PM
Fernandez Lorena Anabel	CFO	Mar 05 '24	Sale	38.50	924	35,574	139,172	Mar 06 07:15 PM
Zalupski Patrick O.	President and CEO	Feb 13 '24	Sale	31.59	24,400	770,796	1,615,376	Feb 15 04:35 PM
Zalupski Patrick O.	President and CEO	Feb 14 '24	Sale	32.70	17,425	569,725	1,597,951	Feb 15 04:35 PM
Zalupski Patrick O.	President and CEO	Feb 05 '24	Sale	30.91	27,478	849,256	1,660,407	Feb 07 05:10 PM
Zalupski Patrick O.	President and CEO	Feb 06 '24	Sale	30.88	20,631	637,085	1,639,776	Feb 07 05:10 PM
Zalupski Patrick O.	President and CEO	Jan 16 '24	Sale	31.55	24,043	758,557	767,319	Jan 18 04:40 PM
Zalupski Patrick O.	President and CEO	Jan 17 '24	Sale	30.70	22,918	703,583	744,401	Jan 18 04:40 PM
Zalupski Patrick O.	President and CEO	Jan 05 '24	Sale	32.73	25,564	836,636	791,362	Jan 08 04:39 PM
Zalupski Patrick O.	President and CEO	Jan 04 '24	Sale	33.46	19,799	662,470	816,926	Jan 08 04:39 PM
Fernandez Lorena Anabel	CFO	Dec 20 '23	Sale	35.00	5,000	175,000	141,046	Dec 20 04:36 PM
Fernandez Lorena Anabel	CFO	Dec 19 '23	Sale	32.00	5,000	160,000	146,046	Dec 20 04:36 PM
Moran Doug	Senior VP and COO	Dec 14 '23	Sale	30.20	125,000	3,775,000	111,245	Dec 18 05:22 PM
Zalupski Patrick O.	President and CEO	Dec 14 '23	Sale	30.30	46,397	1,406,041	836,725	Dec 15 04:42 PM
Zalupski Patrick O.	President and CEO	Dec 13 '23	Sale	27.13	19,992	542,301	883,122	Dec 15 04:42 PM
Fernandez Lorena Anabel	CFO	Dec 11 '23	Sale	28.43	1,750	49,752	151,046	Dec 12 05:19 PM
Moran Doug	Senior VP and COO	Dec 07 '23	Sale	28.00	25,000	700,000	344,764	Dec 08 04:57 PM
Zalupski Patrick O.	President and CEO	Dec 06 '23	Sale	27.32	24,535	670,185	903,114	Dec 07 05:19 PM
Zalupski Patrick O.	President and CEO	Dec 05 '23	Sale	25.85	9,044	233,787	927,649	Dec 07 05:19 PM

Open in Screener

DHR

Danaher Corp.

Sep 06 • 04:00PM ET

266.20

Dollar change +1.49
Percentage change 0.56	%

Healthcare • Diagnostics & Research • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO SPY IVV VTV XLV VIG VHT IWD IVE

Index	S&P 500	P/E	47.24	EPS (ttm)	5.63	Insider Own	9.02%	Shs Outstand	739.20M	Perf Week	-0.31%
Market Cap	192.25B	Forward P/E	30.81	EPS next Y	8.64	Insider Trans	-0.31%	Shs Float	657.05M	Perf Month	1.10%
Income	4.20B	PEG	6.77	EPS next Q	1.56	Inst Own	82.95%	Short Float	0.97%	Perf Quarter	-0.66%
Sales	24.82B	P/S	7.75	EPS this Y	-0.14%	Inst Trans	-0.22%	Short Ratio	2.21	Perf Half Y	4.75%
Book/sh	68.92	P/B	3.86	EPS next Y	14.16%	ROA	5.19%	Short Interest	6.39M	Perf Year	16.86%
Cash/sh	3.29	P/C	80.98	EPS next 5Y	6.98%	ROE	8.36%	52W Range	182.09 - 281.70	Perf YTD	15.07%
Dividend Est.	0.97 (0.37%)	P/FCF	37.68	EPS past 5Y	11.31%	ROI	6.35%	52W High	-5.50%	Beta	0.84
Dividend TTM	1.05 (0.39%)	Quick Ratio	1.04	Sales past 5Y	8.35%	Gross Margin	59.21%	52W Low	46.19%	ATR (14)	4.69
Dividend Ex-Date	Jun 28, 2024	Current Ratio	1.43	EPS Y/Y TTM	-34.06%	Oper. Margin	21.49%	RSI (14)	49.63	Volatility	1.81% 1.47%
Employees	63000	Debt/Eq	0.36	Sales Y/Y TTM	-18.25%	Profit Margin	16.94%	Recom	1.74	Target Price	287.86
Option/Short	Yes / Yes	LT Debt/Eq	0.33	EPS Q/Q	-17.74%	Payout	16.45%	Rel Volume	1.13	Prev Close	264.71
Sales Surprise	2.82%	EPS Surprise	9.32%	Sales Q/Q	-19.76%	Earnings	Jul 23 BMO	Avg Volume	2.89M	Price	266.20
SMA20	-0.74%	SMA50	2.04%	SMA200	7.39%	Trades		Volume	3,250,323	Change	0.56%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-28-24	Initiated	Wells Fargo	Equal Weight	$280
Jun-03-24	Resumed	Jefferies	Buy	$295
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

Show Previous Ratings

Sep-04-24 04:30PM	Danaher Confirms Third Quarter and Full Year 2024 Guidance (PR Newswire)
08:00AM	Navigating Market Uncertainty: Intrinsic Value of Danaher Corp (GuruFocus.com)
Sep-03-24 11:32PM	Is Danaher Corporation (DHR) the Best Cancer Stock to Buy Now? (Insider Monkey)
Aug-26-24 05:30PM	Danaher to Webcast Diagnostics Investor & Analyst Meeting in Washington, D.C. (PR Newswire)
Aug-22-24 11:30AM	Why Is Danaher (DHR) Up 2% Since Last Earnings Report? (Zacks)
08:00AM	Loading…
Aug-21-24 08:00AM	Danaher Corp: An Exploration into Its Intrinsic Value (GuruFocus.com)
Aug-19-24 08:00AM	Genedata Announces It Is Joining Forces with Danaher Corporation (PR Newswire)
Aug-16-24 11:28AM	Danaher (DHR) Benefits From Business Strength Amid Risks (Zacks)
Aug-07-24 08:00AM	Unlocking Intrinsic Value: Analysis of Danaher Corp (GuruFocus.com)
05:30AM	Is Danaher Corporation (NYSE:DHR) the Best Undervalued Stock to Buy According to Jim Cramer? (Insider Monkey)
Aug-02-24 07:01PM	Insider Sale: Director Linda Filler Sells Shares of Danaher Corp (DHR) (GuruFocus.com)
Jul-30-24 07:30AM	Biogen, Beckman Coulter and Fujirebio to Collaborate on Blood-Based Biomarkers and Test for Tau Pathology in Alzheimers Disease (GlobeNewswire)
Jul-26-24 11:41PM	Insider Sale: Senior Vice President - General Counsel Brian Ellis Sells 9,600 Shares of Danaher ... (GuruFocus.com)
05:46PM	Danaher Corporation (DHR): Hedge Funds Are Bullish on This Scientific Instruments Stock Right Now (Insider Monkey)
Jul-25-24 02:28PM	Final Trades: Freeport-McMoran, Pfizer, Danaher and United Rentals (CNBC TV)
09:00AM	Loading…
09:00AM	Beckman Coulter's DxI 9000 Immunoassay Analyzer Honored at Premier, Inc.'s Annual Supplier Innovation Celebration (PR Newswire)
Jul-24-24 08:00AM	Danaher Corp: An Exploration into Its Intrinsic Value (GuruFocus.com)
01:31AM	Q2 2024 Danaher Corp Earnings Call (Thomson Reuters StreetEvents)
01:01AM	Decoding Danaher Corp (DHR): A Strategic SWOT Insight (GuruFocus.com)
Jul-23-24 06:33PM	Why GE Stock Has Finally Recovered from the Great Recession (Investopedia) +5.30%
04:25PM	Medical Giant Danaher Nears Breakout On This 'Stark Contrast' With A Key Rival (Investor's Business Daily)
12:22PM	Danaher (DHR) Q2 Earnings Beat, Biotechnology Sales Dip Y/Y (Zacks)
12:21PM	Analyst Report: Danaher Corporation (Morningstar Research)
12:00PM	Danaher Stock Soars on Q2 Earnings Beat (Investopedia)
11:50AM	Here's Why Danaher Stock Surged Today (Motley Fool)
10:57AM	Danaher Stock Is Surging. Strong Earnings Renew Hopes for Recovery. (Barrons.com)
09:59AM	Life Science Giant Danaher's Q2 Earnings Beat Estimates On 'Sustained Positive Momentum In Bioprocessing Business', Maintains Guidance (Benzinga)
09:30AM	Here's What Key Metrics Tell Us About Danaher (DHR) Q2 Earnings (Zacks)
08:39AM	Danaher Stock Surges. More Than Earnings Are Driving It Higher. (Barrons.com)
07:10AM	Danaher (DHR) Q2 Earnings and Revenues Beat Estimates (Zacks)
06:07AM	Loading…
06:07AM	Danaher: Q2 Earnings Snapshot (Associated Press Finance)
06:00AM	Danaher Reports Second Quarter 2024 Results (PR Newswire)
Jul-19-24 12:10PM	Will Danaher (DHR) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jul-18-24 10:19AM	Danaher (DHR) Gears Up to Post Q2 Earnings: What to Expect (Zacks)
05:44AM	Danaher setting up labs to support companion diagnostic development (MedTech Dive)
Jul-17-24 07:30AM	Danaher Announces Two New Centers of Innovation in Diagnostics to Transform Precision Medicine Development (PR Newswire)
Jul-16-24 12:00PM	Danaher (DHR) Upgraded to Buy: Here's What You Should Know (Zacks)
09:40AM	Is Danaher (DHR) Stock Outpacing Its Conglomerates Peers This Year? (Zacks)
07:30AM	Danaher Releases 2024 Sustainability Report (PR Newswire)
Jul-13-24 05:56PM	Why Is Danaher Corporation (DHR) a Good Industrial Stock to Buy Now? (Insider Monkey)
03:29PM	10 Best Industrial Stocks to Buy According to Hedge Funds (Insider Monkey)
Jul-11-24 07:50AM	Here's Why Aristotle Capital's Value Equity Strategy Decided to Sell Veralto Corporation (VLTO) (Insider Monkey)
07:30AM	Danaher Launches Beacon Research Collaboration with Stanford University Aiming to Build Next Generation of Smart Microscopes for Cancer Drug Screening (PR Newswire)
Jul-10-24 08:43AM	Here's Why L1 Capital International Fund Divested its Holdings in Danaher Corporation (DHR) (Insider Monkey)
08:00AM	Danaher Corp: An Exploration into Its Intrinsic Value (GuruFocus.com)
Jul-09-24 03:00AM	Beckman Coulter Introduces New Integrated Chemistry and Immunoassay Analyzer (PR Newswire)
Jul-05-24 06:48AM	Is Lantheus Holdings Inc (NASDAQ:LNTH) the Best Jim Cramer Stock in 2024? (Insider Monkey)
Jul-04-24 07:47AM	Jim Cramer's Latest Stock Portfolio: Top 10 Recommendations (Insider Monkey)
Jun-26-24 08:00AM	The Art of Valuation: Discovering Danaher Corp's Intrinsic Value (GuruFocus.com)
Jun-24-24 04:30PM	Danaher Schedules Second Quarter 2024 Earnings Conference Call (PR Newswire)
10:24AM	Did Danaher Corporation (DHR) Get a Good Analyst Rating for Its Q1 Performance? (Insider Monkey)
Jun-19-24 07:30AM	Danaher appoints Julie Sawyer Montgomery to Executive Vice President for Diagnostics (PR Newswire)
Jun-17-24 09:27AM	RGIA: Danaher Corporation (DHR): Purity in the Crown Jewel of Bioprocessing (Insider Monkey)
Jun-14-24 10:00AM	Here's Why Hold Strategy Is Apt for Danaher (DHR) Stock Now (Zacks)
07:26AM	3 CEOs Who Could Steer Boeing Back to Clear Skies (InvestorPlace)
Jun-13-24 05:35AM	Pall Corporation opens regional hub in Singapore (Investment Monitor)
Jun-12-24 08:00AM	Beyond Market Price: Uncovering Danaher Corp's Intrinsic Value (GuruFocus.com)
Jun-11-24 09:40AM	Is Danaher Corp (NYSE:DHR) the Best Undervalued Stock Pick of Billionaire Paul Tudor Jones? (Insider Monkey)
Jun-09-24 09:00AM	Top Dividend Stocks to Buy in 2024 According to Billionaire Paul Tudor Jones (Insider Monkey)
Jun-07-24 08:20AM	Dan Loeb Likes this Growth Stock (Insider Monkey)
08:09AM	10 Best Growth Stocks to Buy According to Billionaire Dan Loeb (Insider Monkey)
Jun-06-24 10:08AM	Danaher names Martin Stumpe as chief data and AI officer (MedTech Dive)
Jun-05-24 07:00AM	Danaher Appoints Martin Stumpe to New Role of Chief Data & Artificial Intelligence Officer (PR Newswire)
May-30-24 04:06AM	10 Large-Cap Stocks American Politicians Are Buying (Insider Monkey)
May-29-24 08:00AM	Invest with Confidence: Intrinsic Value Unveiled of Danaher Corp (GuruFocus.com)
May-23-24 11:30AM	Why Is Danaher (DHR) Up 6.7% Since Last Earnings Report? (Zacks)
May-17-24 07:01PM	Insider Sale: President & CEO Rainer Blair Sells 9,005 Shares of Danaher Corp (DHR) (GuruFocus.com)
May-15-24 10:43AM	Danaher (DHR) Rides on Business Strength Amid Headwinds (Zacks)
08:00AM	Danaher Corp: An Exploration into Its Intrinsic Value (GuruFocus.com)
May-09-24 01:13PM	Danaher, Johns Hopkins University to Develop Neurological Diagnostics (MT Newswires)
07:00AM	Danaher Launches Collaboration with Johns Hopkins University Aiming to Improve Neurological Diagnosis (PR Newswire)
May-08-24 09:00AM	Danaher Corporation (DHR) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
May-07-24 04:45PM	Danaher to Present at Bank of America Securities Healthcare Conference (PR Newswire)
04:15PM	Danaher Announces Quarterly Dividend (PR Newswire)
May-06-24 02:50PM	25 Richest Billionaires in Manufacturing Industry (Insider Monkey)
May-05-24 08:19AM	Bright Horizons Family Solutions Inc. (NYSE:BFAM) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-03-24 09:06AM	Curiox Biosystems and Beckman Coulter Life Sciences Announce a Partnership Combining C-FREE Technology with DURA Innovations for Hands-Free Washed Sample Preparation for Flow Cytometry (PR Newswire)
May-01-24 08:00AM	Danaher Corp: An Exploration into Its Intrinsic Value (GuruFocus.com)
Apr-26-24 03:09PM	ABT, DHR, DXCM: Which Strong Buy Healthcare Stock Has More Upside? (TipRanks)
Apr-25-24 07:00PM	Senior Vice President - General Counsel Brian Ellis Sells 4,000 Shares of Danaher Corp (DHR) (GuruFocus.com)
Apr-24-24 09:52AM	Danaher Corporation (NYSE:DHR) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:01AM	Danaher Corp (DHR) Q1 2024 Earnings Call Transcript Highlights: Navigating Challenges with ... (GuruFocus.com)
01:02AM	Decoding Danaher Corp (DHR): A Strategic SWOT Insight (GuruFocus.com)
Apr-23-24 10:17PM	Q1 2024 Danaher Corp Earnings Call (Thomson Reuters StreetEvents) +7.21%
04:41PM	S&P 500 Gains and Losses Today: Auto Parts Provider LKQ Sinks Amid Soft Demand (Investopedia)
12:21PM	Stocks to Watch Tuesday: GM, Spotify, UPS, Tesla (The Wall Street Journal)
12:07PM	Novartis, Danaher rise; Nucor, Cadence Design Systems fall, Tuesday, 4/23/2024 (Associated Press Finance)
11:39AM	Analyst Report: Danaher Corporation (Morningstar Research)
11:33AM	Earnings Today: PulteGroup, Danaher Rally; JetBlue Dives (Investor's Business Daily)
11:29AM	Danaher (DHR) Q1 Earnings Beat, Biotechnology Sales Dip Y/Y (Zacks)
10:53AM	DHR Stock Earnings: Danaher Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
10:44AM	Danaher Stock Jumps After Earnings Beat. It Shrugs Off Falling Sales Outlook. (Barrons.com)
09:30AM	Danaher (DHR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:31AM	Danaher Corp (DHR) Q1 2024 Earnings: Mixed Results Amid Market Challenges (GuruFocus.com)
07:10AM	Danaher (DHR) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
06:59AM	Danaher beats quarterly estimates on strength in diagnostics business (Reuters)
06:55AM	Danaher Fiscal Q1 Adjusted Earnings, Sales Down (MT Newswires)
06:26AM	Danaher Issues Q2, FY24 Guidance - Quick Facts (RTT News)
06:07AM	Danaher: Q1 Earnings Snapshot (Associated Press Finance)
06:00AM	Danaher Reports First Quarter 2024 Results (PR Newswire)

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
Couchara Georgeann	SVP, Human Resources	Aug 26 '24	Sale	268.37	952	255,483	4,212	Aug 27 05:04 PM
Couchara Georgeann	Officer	Aug 26 '24	Proposed Sale	268.37	952	255,483		Aug 26 04:40 PM
Glenstone Foundation	See Remarks	Aug 13 '24	Proposed Sale	267.20	47,937	12,808,766		Aug 13 04:05 PM
Blair Rainer	President & CEO	Jul 31 '24	Sale	280.00	9,007	2,521,960	97,983	Aug 02 05:00 PM
FILLER LINDA	Director	Aug 01 '24	Option Exercise	59.34	3,928	233,088	45,077	Aug 02 05:00 PM
FILLER LINDA	Director	Aug 01 '24	Sale	279.50	3,928	1,097,876	41,149	Aug 02 05:00 PM
McGrew Matthew	EVP & Chief Financial Officer	Aug 01 '24	Option Exercise	62.85	16,172	1,016,410	45,579	Aug 02 05:00 PM
McGrew Matthew	EVP & Chief Financial Officer	Aug 01 '24	Sale	279.84	16,172	4,525,555	29,407	Aug 02 05:00 PM
McGrew Matthew	Officer	Aug 01 '24	Proposed Sale	279.84	16,172	4,525,555		Aug 01 04:28 PM
FILLER LINDA	Director	Aug 01 '24	Proposed Sale	279.50	3,928	1,097,876		Aug 01 12:27 PM
Blair Rainer	Officer	Jul 31 '24	Proposed Sale	280.00	9,007	2,521,960		Jul 31 04:26 PM
Ellis Brian W	Senior Vice President - GC	Jul 25 '24	Sale	275.16	9,600	2,641,536	20,230	Jul 26 05:03 PM
Raskas Daniel	SVP - Corporate Development	Jul 25 '24	Sale	270.51	14,507	3,924,352	23,595	Jul 26 05:03 PM
Zerhouni Elias A.	Director	Jul 15 '24	Option Exercise	52.56	3,289	172,870	37,483	Jul 16 05:01 PM
SCHWIETERS JOHN T	Director	Jul 15 '24	Option Exercise	52.56	3,289	172,870	19,808	Jul 16 05:00 PM
King William	SVP, Strategic Development	May 15 '24	Option Exercise	50.37	12,623	635,821	55,208	May 17 05:10 PM
Blair Rainer	President & CEO	May 16 '24	Sale	265.00	9,005	2,386,325	106,990	May 17 05:08 PM
Blair Rainer	President & CEO	May 14 '24	Option Exercise	59.91	19,085	1,143,435	135,080	May 15 05:00 PM
Blair Rainer	President & CEO	May 14 '24	Sale	255.00	19,085	4,866,675	115,995	May 15 05:00 PM
McGrew Matthew	EVP & Chief Financial Officer	May 10 '24	Option Exercise	61.25	25,174	1,541,794	45,338	May 13 05:01 PM
McGrew Matthew	EVP & Chief Financial Officer	May 10 '24	Sale	253.05	46,377	11,735,856	29,407	May 13 05:01 PM
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
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
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
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

Open in Screener

RGNX

Regenxbio Inc

Sep 06 • 04:00PM ET

11.48

Dollar change +0.10
Percentage change 0.88	%

Healthcare • Biotechnology • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IJR VTI VB IWM XBI VXF VBK IWN SPSM IBB

Index	RUT	P/E	-	EPS (ttm)	-5.27	Insider Own	9.86%	Shs Outstand	49.42M	Perf Week	-4.33%
Market Cap	567.34M	Forward P/E	-	EPS next Y	-1.08	Insider Trans	-2.77%	Shs Float	44.55M	Perf Month	-4.65%
Income	-241.08M	PEG	-	EPS next Q	-1.12	Inst Own	89.90%	Short Float	12.86%	Perf Quarter	-16.57%
Sales	89.04M	P/S	6.37	EPS this Y	24.86%	Inst Trans	-3.00%	Short Ratio	9.97	Perf Half Y	-50.58%
Book/sh	7.06	P/B	1.63	EPS next Y	76.16%	ROA	-38.52%	Short Interest	5.73M	Perf Year	-35.03%
Cash/sh	5.88	P/C	1.95	EPS next 5Y	13.60%	ROE	-63.94%	52W Range	10.49 - 28.80	Perf YTD	-36.04%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-51.56%	52W High	-60.14%	Beta	1.22
Dividend TTM	-	Quick Ratio	3.53	Sales past 5Y	72.63%	Gross Margin	37.75%	52W Low	9.44%	ATR (14)	0.71
Dividend Ex-Date	-	Current Ratio	3.53	EPS Y/Y TTM	16.62%	Oper. Margin	-277.01%	RSI (14)	42.73	Volatility	5.77% 5.16%
Employees	344	Debt/Eq	0.46	Sales Y/Y TTM	-8.18%	Profit Margin	-270.74%	Recom	1.22	Target Price	39.44
Option/Short	Yes / Yes	LT Debt/Eq	0.34	EPS Q/Q	36.74%	Payout	-	Rel Volume	0.64	Prev Close	11.38
Sales Surprise	-2.95%	EPS Surprise	18.70%	Sales Q/Q	11.60%	Earnings	Aug 01 AMC	Avg Volume	574.81K	Price	11.48
SMA20	-3.72%	SMA50	-6.60%	SMA200	-28.42%	Trades		Volume	365,010	Change	0.88%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-07-24	Initiated	Goldman	Buy	$38
Mar-11-24	Initiated	H.C. Wainwright	Buy	$36
Mar-08-24	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$20 → $35
Mar-06-24	Upgrade	Leerink Partners	Market Perform → Outperform	$37
Feb-21-24	Resumed	Raymond James	Outperform	$45
Nov-01-23	Initiated	Stifel	Buy	$35
Jun-02-23	Initiated	Robert W. Baird	Outperform	$42
Jun-23-22	Initiated	Berenberg	Buy	$61
Dec-15-21	Initiated	Wedbush	Neutral	$29
Oct-19-21	Resumed	Morgan Stanley	Overweight	$62 → $50
Jan-06-21	Upgrade	Raymond James	Outperform → Strong Buy	$60
Dec-16-20	Initiated	UBS	Buy	$57
Jun-25-20	Resumed	BofA/Merrill	Buy	$9
Jun-25-20	Resumed	BofA/Merrill	Buy	$60
May-13-20	Initiated	RBC Capital Mkts	Sector Perform	$42
Aug-20-19	Upgrade	SVB Leerink	Underperform → Mkt Perform	$38 → $37
Jun-18-19	Reiterated	Chardan Capital Markets	Buy	$145 → $150
Jun-14-19	Resumed	Raymond James	Outperform
Jun-05-19	Reiterated	Chardan Capital Markets	Buy	$127.50 → $145
Feb-25-19	Upgrade	Evercore ISI	In-line → Outperform

Show Previous Ratings

Sep-04-24 09:15AM	New Research Reveals Emergence of New Variants of Coronavirus to Boost COVID-19 Therapeutics Market Growth (GlobeNewswire)
Sep-03-24 01:33PM	RegenxBio touts positive data for rare disease drug RGX-121 (Pharmaceutical Technology) -7.20%
08:04AM	REGENXBIO Announces Positive Data from Pivotal Dose Level of RGX-121 Demonstrating Long-Term Systemic Effect (PR Newswire)
Aug-29-24 04:05PM	REGENXBIO to Participate in Upcoming Investor Conferences (PR Newswire)
Aug-27-24 07:05AM	REGENXBIO Announces Presentation at the Society for the Study of Inborn Errors of Metabolism (SSIEM) 2024 Annual Symposium (PR Newswire)
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Aug-08-24 07:05AM	REGENXBIO to Participate in the H.C. Wainwright 4th Annual Ophthalmology Virtual Conference (PR Newswire)
06:00AM	7 Biotech Stocks to Buy for Their Game-Changing Potential (InvestorPlace)
Aug-06-24 09:55AM	Wall Street Analysts Think Regenxbio (RGNX) Could Surge 234.37%: Read This Before Placing a Bet (Zacks)
Aug-01-24 05:45PM	Regenxbio (RGNX) Reports Q2 Loss, Tops Revenue Estimates (Zacks) -6.60%
04:46PM	Regenxbio: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	REGENXBIO Reports Second Quarter 2024 Financial Results and Recent Operational Highlights (PR Newswire)
07:03AM	REGENXBIO ANNOUNCES NEW POSITIVE DATA FROM AFFINITY DUCHENNE TRIAL OF RGX-202 (PR Newswire)
Jul-30-24 07:01PM	Insider Sale: CEO Curran Simpson Sells Shares of Regenxbio Inc (RGNX) (GuruFocus.com)
Jul-28-24 09:09AM	Goldman Sachs Predicts up to 165% Surge for These 2 Strong Buy Stocks (TipRanks)
Jul-25-24 07:05AM	REGENXBIO to Host Conference Call on August 1 to Discuss Second Quarter 2024 Financial Results and Recent Operational Highlights (PR Newswire) +5.50%
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Jul-12-24 09:59AM	Regenxbio (RGNX) Surges 18.3%: Is This an Indication of Further Gains? (Zacks)
Jun-27-24 10:05AM	Why Did Analysts Maintain a Bullish Stance on REGENXBIO Inc. (RGNX) Despite Decline In Its Revenue Growth? (Insider Monkey)
Jun-26-24 04:36PM	Top 10 Small-Cap Stocks with Highest Upside Potential (Insider Monkey) -6.57%
Jun-25-24 04:32AM	Regenxbio (RGNX) Soars 6.4%: Is Further Upside Left in the Stock? (Zacks)
Jun-24-24 12:56PM	7 Biotech Stocks to Buy on the Dip: June 2024 (InvestorPlace) +6.41%
07:05AM	REGENXBIO Announces Expansion of AFFINITY DUCHENNE Trial to Include a New Cohort of Younger Patients (PR Newswire)
Jun-21-24 04:28PM	Sarepta Catapults 30% After Hitting A 'Grand Slam' Approval In Muscular Dystrophy (Investor's Business Daily)
06:40AM	Sarepta Skyrockets After Nabbing A Broad Label For Its Duchenne Gene Therapy (Investor's Business Daily)
Jun-18-24 07:05AM	REGENXBIO Announces Successful Pre-BLA Meeting with FDA to Support Accelerated Approval Pathway for RGX-121 for the Treatment of MPS II (PR Newswire)
07:02AM	Sanofi taps Belharra for immune drug research; AstraZenecas new cancer drug falls short (BioPharma Dive)
Jun-12-24 08:00AM	Regenxbio CEO to step down after 15 years (BioPharma Dive)
07:05AM	REGENXBIO Announces Leadership Transition (PR Newswire)
Jun-05-24 07:05AM	REGENXBIO to Participate in the Goldman Sachs 45th Annual Global Healthcare Conference (PR Newswire)
May-15-24 11:38AM	HC Wainwright Adjusts Price Target on REGENXBIO to $38 From $36, Maintains Buy Rating (MT Newswires)
May-10-24 02:30PM	Regenxbio Inc (RGNX) Q1 2024 Earnings: Misses Analyst Revenue and EPS Forecasts (GuruFocus.com)
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07:05AM	REGENXBIO to Participate in Upcoming Investor Conferences (PR Newswire)
May-09-24 03:53PM	REGENXBIO Inc. (NASDAQ:RGNX) Q1 2024 Earnings Call Transcript (Insider Monkey) -5.94%
11:11AM	UBS Adjusts Price Target on REGENXBIO to $39 From $43, Maintains Buy Rating (MT Newswires)
07:11AM	Q1 2024 Regenxbio Inc Earnings Call (Thomson Reuters StreetEvents)
03:46AM	Regenxbio Inc (RGNX) Q1 2024 Earnings Call Transcript Highlights: Strategic Progress and Robust ... (GuruFocus.com)
May-08-24 09:56PM	RGNX Stock Earnings: Regenxbio Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
05:40PM	Regenxbio (RGNX) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
04:44PM	Regenxbio: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	REGENXBIO Reports First Quarter 2024 Financial Results and Recent Operational Highlights (PR Newswire)
May-01-24 07:05AM	REGENXBIO to Host Conference Call on May 8 to Discuss First Quarter 2024 Financial Results and Recent Operational Highlights (PR Newswire) +5.54%
Apr-24-24 07:05AM	REGENXBIO to Participate in Chardan's 8th Annual Genetic Medicines and Cell Therapy Manufacturing Summit (PR Newswire)
Mar-28-24 01:09PM	REGENXBIO Sees Positive Results For Macular Degeneration Therapy (Exec Edge) -5.00%
07:05AM	REGENXBIO Announces Lancet Publication of Phase I/IIa Study Evaluating ABBV-RGX-314 as a One-Time Gene Therapy for Wet AMD (PR Newswire)
Mar-27-24 04:05PM	REGENXBIO to Participate in Cantor Fitzgerald's Virtual DMD and Other Dystrophy Days (PR Newswire)
Mar-18-24 07:00PM	Regenxbio Inc (RGNX) President and CEO Kenneth Mills Sells 15,000 Shares (GuruFocus.com)
Mar-13-24 08:00AM	Does This 1 New Threat Make Sarepta Therapeutics Stock Worth Selling? (Motley Fool)
Mar-11-24 07:05AM	REGENXBIO to Participate in Upcoming Investor Conferences (PR Newswire)
Mar-08-24 01:29AM	Regenxbio Inc (RGNX) Chief Medical Officer Steve Pakola Sells 12,878 Shares (GuruFocus.com)
Mar-06-24 11:20PM	REGENXBIO Announces Pricing of Upsized Public Offering of Common Stock and Pre-funded Warrants (PR Newswire)
04:10PM	REGENXBIO Announces Proposed Public Offering of Common Stock (PR Newswire)
11:33AM	REGENXBIO (RGNX) Soars 15% on Interim Data From DMD Study (Zacks)
03:01AM	Regenxbio data suggest niche in Duchenne gene therapy (BioPharma Dive)
Mar-05-24 07:05AM	REGENXBIO ANNOUNCES NEW POSITIVE INITIAL EFFICACY DATA FROM AFFINITY DUCHENNE TRIAL (PR Newswire) +15.22%
Feb-29-24 04:57PM	REGENXBIO to Host Webcast Event to Discuss New Interim Clinical Data from the Phase I/II AFFINITY DUCHENNE Trial (PR Newswire) -12.36% +21.50%
Feb-28-24 11:05AM	Q4 2023 Regenxbio Inc Earnings Call (Thomson Reuters StreetEvents)
09:36AM	REGENXBIO Inc. (NASDAQ:RGNX) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-27-24 05:35PM	Regenxbio (RGNX) Reports Q4 Loss, Lags Revenue Estimates (Zacks) +9.16%
04:41PM	Regenxbio Inc (RGNX) Reports Full Year 2023 Financial Results and Operational Highlights (GuruFocus.com)
04:32PM	Regenxbio: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	REGENXBIO Reports Fourth Quarter and Full Year 2023 Financial Results and Recent Operational Highlights (PR Newswire)
Feb-21-24 07:05AM	REGENXBIO to Host Conference Call on February 27 to Discuss Fourth Quarter and Full Year 2023 Financial Results and Recent Operational Highlights (PR Newswire)
Feb-17-24 12:07AM	Regenxbio Inc President and CEO Kenneth Mills Sells 15,000 Shares (GuruFocus.com)
Feb-08-24 09:36AM	REGENXBIO's (RGNX) Hunter Syndrome Study Meets Goal, Stock Up (Zacks) +11.81%
04:50AM	Strength Seen in Regenxbio (RGNX): Can Its 11.7% Jump Turn into More Strength? (Zacks)
Feb-07-24 11:40AM	REGENXBIO Announces Pivotal Trial of RGX-121 for the Treatment of MPS II Achieves Primary Endpoint (PR Newswire) +11.65%
07:05AM	REGENXBIO Announces Completion of Enrollment in Cohort 2 and Additional Positive Interim Data in AFFINITY DUCHENNE Trial (PR Newswire)
Jan-31-24 07:05AM	REGENXBIO Announces Presentations at the 20th Annual WORLDSymposium 2024 (PR Newswire)
Jan-18-24 09:01PM	Regenxbio Inc President and CEO Kenneth Mills Sells 45,000 Shares (GuruFocus.com)
Jan-16-24 02:47PM	REGENXBIO Announces Positive Interim Data from Phase II AAVIATE Trial of ABBV-RGX-314 for the Treatment of Wet AMD Using Suprachoroidal Delivery (PR Newswire)
Jan-10-24 07:05AM	REGENXBIO Announces Presentation at the Hawaiian Eye and Retina 2024 Meeting (PR Newswire)
Jan-09-24 06:20PM	Down -25.53% in 4 Weeks, Here's Why You Should You Buy the Dip in Regenxbio (RGNX) (Zacks)
Jan-08-24 07:05AM	U.S. District Court Issues Decision on REGENXBIO and University of Pennsylvania NAV Technology Patent Infringement Lawsuit (PR Newswire) -12.22%
Dec-22-23 09:01AM	Regenxbio Inc President and CEO Kenneth Mills Sells 45,000 Shares (GuruFocus.com)
Nov-29-23 07:05AM	REGENXBIO Announces Dose Escalation in AFFINITY DUCHENNE Trial (PR Newswire)
Nov-16-23 09:55AM	Wall Street Analysts Believe Regenxbio (RGNX) Could Rally 95.61%: Here's is How to Trade (Zacks)
Nov-09-23 04:46PM	REGENXBIO Inc. (NASDAQ:RGNX) Q3 2023 Earnings Call Transcript (Insider Monkey) +6.13%
06:37AM	'Difficult, but necessary, steps': SQZ lays off 80% of staff, Regenxbio cuts 15% (FierceBiotech.com)
Nov-08-23 04:42PM	Regenxbio: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	REGENXBIO Announces Updated Strategic Plans and Third Quarter 2023 Financial Results (PR Newswire)
Nov-07-23 07:05AM	REGENXBIO to Participate in Upcoming Investor Conferences (PR Newswire)
Nov-03-23 06:53PM	REGENXBIO Presents Positive One Year Data from Phase II ALTITUDE Trial of ABBV-RGX-314 for Treatment of Diabetic Retinopathy Using Suprachoroidal Delivery (PR Newswire) +8.03%
Nov-01-23 07:05AM	REGENXBIO to Host Conference Call on November 8 to Discuss Third Quarter 2023 Financial Results and Recent Operational Highlights (PR Newswire) +10.09%
Oct-30-23 07:05AM	REGENXBIO Announces Presentations at the American Academy of Ophthalmology 2023 Annual Meeting (PR Newswire)
Oct-05-23 07:05AM	REGENXBIO to Participate in the Jefferies CNS/Neuro Summit (PR Newswire)
Oct-03-23 04:05PM	REGENXBIO Presents Interim Clinical Data from Phase I/II AFFINITY DUCHENNE Trial of RGX-202 at 28th Annual International Congress of the World Muscle Society (PR Newswire) -8.12%
Sep-26-23 07:05AM	REGENXBIO Announces Presentations at the 28th Annual Congress of the World Muscle Society (PR Newswire)
Sep-05-23 07:05AM	REGENXBIO to Participate in Upcoming Investor Conferences (PR Newswire)
Aug-30-23 07:05AM	Initial Clinical Data of First Pediatric CLN2 Patient Dosed with RGX-181 Presented at SSIEM Annual Symposium (PR Newswire)
Aug-23-23 04:05PM	REGENXBIO Announces Presentations at the Society for the Study of Inborn Errors of Metabolism Annual Symposium 2023 (PR Newswire)
Aug-02-23 05:55PM	Regenxbio (RGNX) Reports Q2 Loss, Lags Revenue Estimates (Zacks) -7.51%
04:41PM	Regenxbio: Q2 Earnings Snapshot (AP Finance)
04:05PM	REGENXBIO Reports Second Quarter 2023 Financial Results and Recent Operational Highlights (PR Newswire)
Aug-01-23 04:05PM	REGENXBIO Announces Participation at the 2023 Wedbush PacGrow Healthcare Conference (PR Newswire)
Jul-26-23 07:05AM	REGENXBIO to Host Conference Call on August 2 to Discuss Second Quarter 2023 Financial Results and Recent Operational Highlights (PR Newswire)
Jul-24-23 04:05PM	REGENXBIO Announces Upcoming Presentations at the American Society of Retina Specialists Annual Scientific Meeting (PR Newswire)
Jul-11-23 07:05AM	REGENXBIO Highlights AAV Pipeline with Interim Results from Retinal and Duchenne Programs at its Virtual Investor Day on July 11, 2023 (PR Newswire)
Jul-01-23 10:09AM	Revenues Working Against REGENXBIO Inc.'s (NASDAQ:RGNX) Share Price (Simply Wall St.)
Jun-27-23 07:05AM	REGENXBIO to Host Virtual Investor Day Highlighting AAV Pipeline Programs with Upcoming Interim Trial Updates (PR Newswire) +6.89%
Jun-21-23 08:00PM	RGNX: Lowering target price to $25.00 (Argus Research)
Jun-20-23 08:00AM	REGENXBIO and University of Pennsylvania File NAV® Technology Patent Infringement Lawsuit (PR Newswire)

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KARABELAS ARGERIS N	Director	Sep 03 '24	Option Exercise	3.76	10,000	37,600	21,286	Sep 04 08:20 PM
KARABELAS ARGERIS N	Director	Sep 03 '24	Sale	11.56	10,000	115,588	11,286	Sep 04 08:20 PM
Mills Kenneth T.	Director	Aug 08 '24	Option Exercise	0.85	36,316	30,869	444,351	Aug 12 04:58 PM
KARABELAS ARGERIS N	Director	Aug 01 '24	Option Exercise	3.85	10,100	38,874	21,386	Aug 05 06:39 PM
KARABELAS ARGERIS N	Director	Aug 01 '24	Sale	13.51	10,100	136,454	11,286	Aug 05 06:39 PM
Simpson Curran	Chief Executive Officer	Aug 01 '24	Sale	15.00	100	1,500	170,037	Aug 05 06:39 PM
ARGERIS N KARABELAS	Director	Aug 01 '24	Proposed Sale	14.25	31,000	441,750		Aug 01 04:34 PM
KARABELAS ARGERIS N	Director	Jul 29 '24	Option Exercise	12.74	11,000	140,140	22,286	Jul 30 05:01 PM
KARABELAS ARGERIS N	Director	Jul 29 '24	Sale	15.04	11,000	165,495	11,286	Jul 30 05:01 PM
Simpson Curran	Chief Executive Officer	Jul 29 '24	Sale	15.04	9,648	145,106	170,137	Jul 30 05:01 PM
CURRAN M SIMPSON	Director	Jul 29 '24	Proposed Sale	14.33	25,106	359,769		Jul 29 04:13 PM
Mills Kenneth T.	Director	Jul 25 '24	Option Exercise	3.76	15,369	57,787	423,404	Jul 26 05:00 PM
Mills Kenneth T.	Director	Jul 24 '24	Option Exercise	3.76	12,221	45,951	420,256	Jul 26 05:00 PM
Mills Kenneth T.	Director	Jul 25 '24	Sale	13.96	15,369	214,501	408,035	Jul 26 05:00 PM
Mills Kenneth T.	Director	Jul 24 '24	Sale	13.78	12,221	168,433	408,035	Jul 26 05:00 PM
Mills Kenneth T.	Director	Jul 17 '24	Option Exercise	3.76	2,210	8,310	410,245	Jul 18 05:05 PM
Mills Kenneth T.	Director	Jul 16 '24	Option Exercise	3.76	200	752	408,235	Jul 18 05:05 PM
Mills Kenneth T.	Director	Jul 17 '24	Sale	13.77	2,210	30,440	408,035	Jul 18 05:05 PM
Mills Kenneth T.	Director	Jul 16 '24	Sale	13.76	200	2,752	408,035	Jul 18 05:05 PM
KARABELAS ARGERIS N	Director	Jul 01 '24	Option Exercise	3.76	10,000	37,600	21,286	Jul 03 07:55 AM
KARABELAS ARGERIS N	Director	Jul 01 '24	Sale	11.27	10,000	112,691	11,286	Jul 03 07:55 AM
Mills Kenneth T.	President and CEO	May 14 '24	Option Exercise	3.76	15,000	56,400	423,035	May 16 05:06 PM
Mills Kenneth T.	President and CEO	May 14 '24	Sale	15.81	15,000	237,222	408,035	May 16 05:06 PM
Mills Kenneth T.	President and CEO	Apr 15 '24	Option Exercise	3.76	15,000	56,400	423,035	Apr 17 05:05 PM
Mills Kenneth T.	President and CEO	Apr 15 '24	Sale	18.19	15,000	272,871	408,035	Apr 17 05:05 PM
Vasista Vittal	Chief Financial Officer	Mar 19 '24	Option Exercise	3.76	20,041	75,354	246,534	Mar 21 05:20 PM
Mills Kenneth T.	President and CEO	Mar 14 '24	Option Exercise	3.76	15,000	56,400	423,035	Mar 18 05:03 PM
Mills Kenneth T.	President and CEO	Mar 14 '24	Sale	21.86	15,000	327,942	408,035	Mar 18 05:03 PM
PAKOLA STEVE	Chief Medical Officer	Mar 05 '24	Option Exercise	22.25	12,878	286,536	120,070	Mar 07 06:05 PM
PAKOLA STEVE	Chief Medical Officer	Mar 05 '24	Sale	28.36	12,878	365,220	107,192	Mar 07 06:05 PM
Mills Kenneth T.	President and CEO	Feb 14 '24	Option Exercise	3.76	15,000	56,400	423,035	Feb 16 06:28 PM
Mills Kenneth T.	President and CEO	Feb 14 '24	Sale	16.76	15,000	251,349	408,035	Feb 16 06:28 PM
Mills Kenneth T.	President and CEO	Jan 16 '24	Option Exercise	3.76	45,000	169,200	453,035	Jan 18 06:39 PM
Mills Kenneth T.	President and CEO	Jan 16 '24	Sale	15.18	45,000	682,992	408,035	Jan 18 06:39 PM
PAKOLA STEVE	Chief Medical Officer	Jan 03 '24	Sale	17.39	17,237	299,789	107,192	Jan 04 04:23 PM
Mills Kenneth T.	President and CEO	Dec 19 '23	Option Exercise	3.66	45,000	164,835	400,289	Dec 21 01:38 PM
Mills Kenneth T.	President and CEO	Dec 19 '23	Sale	19.68	45,000	885,825	355,289	Dec 21 01:38 PM

Open in Screener

MATX

Matson Inc

Sep 06 • 04:00PM ET

125.62

Dollar change -5.55
Percentage change -4.23	%

Industrials • Marine Shipping • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IJR VTI IWM AVUV VB VBR VXF SDVY IJT IWN

Index	RUT	P/E	13.18	EPS (ttm)	9.53	Insider Own	2.23%	Shs Outstand	34.40M	Perf Week	-8.25%
Market Cap	4.22B	Forward P/E	13.60	EPS next Y	9.24	Insider Trans	-14.45%	Shs Float	32.84M	Perf Month	-1.94%
Income	331.60M	PEG	0.88	EPS next Q	4.66	Inst Own	89.55%	Short Float	1.31%	Perf Quarter	2.61%
Sales	3.19B	P/S	1.32	EPS this Y	35.26%	Inst Trans	-4.22%	Short Ratio	1.56	Perf Half Y	16.70%
Book/sh	71.43	P/B	1.76	EPS next Y	-17.92%	ROA	7.81%	Short Interest	0.43M	Perf Year	48.31%
Cash/sh	5.08	P/C	24.73	EPS next 5Y	15.00%	ROE	14.15%	52W Range	82.68 - 138.84	Perf YTD	14.62%
Dividend Est.	-	P/FCF	11.29	EPS past 5Y	26.84%	ROI	11.44%	52W High	-9.52%	Beta	1.08
Dividend TTM	1.30 (1.03%)	Quick Ratio	0.93	Sales past 5Y	10.78%	Gross Margin	20.66%	52W Low	51.93%	ATR (14)	3.62
Dividend Ex-Date	Aug 01, 2024	Current Ratio	0.93	EPS Y/Y TTM	-21.78%	Oper. Margin	11.36%	RSI (14)	37.92	Volatility	2.86% 2.38%
Employees	4315	Debt/Eq	0.28	Sales Y/Y TTM	-6.15%	Profit Margin	10.41%	Recom	1.67	Target Price	147.67
Option/Short	Yes / Yes	LT Debt/Eq	0.21	EPS Q/Q	46.24%	Payout	15.14%	Rel Volume	1.50	Prev Close	131.17
Sales Surprise	0.94%	EPS Surprise	9.36%	Sales Q/Q	9.57%	Earnings	Aug 01 AMC	Avg Volume	275.83K	Price	125.62
SMA20	-5.69%	SMA50	-3.75%	SMA200	8.01%	Trades		Volume	414,765	Change	-4.23%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-04-23	Upgrade	Wolfe Research	Peer Perform → Outperform	$113
Nov-17-22	Upgrade	Wolfe Research	Underperform → Peer Perform
Aug-16-22	Initiated	Wolfe Research	Underperform	$80
Aug-02-22	Downgrade	Stifel	Buy → Hold	$131 → $93
Apr-29-21	Downgrade	Stephens	Overweight → Equal-Weight	$80 → $70
Apr-29-21	Downgrade	Stephens	Overweight → Equal-Weight	$70
Nov-03-20	Upgrade	Stephens	Equal-Weight → Overweight	$45 → $70
Apr-06-20	Downgrade	Stephens	Overweight → Equal-Weight	$42 → $30
Feb-27-20	Upgrade	Stifel	Hold → Buy	$37
Feb-25-19	Upgrade	Stephens	Equal-Weight → Overweight	$40 → $44
Nov-20-18	Downgrade	Stifel	Buy → Hold
Jan-29-18	Upgrade	Wells Fargo	Underperform → Market Perform
Jan-29-18	Upgrade	Seaport Global Securities	Neutral → Buy	$40
Jan-29-18	Reiterated	Stifel	Buy	$32 → $38
Aug-18-17	Downgrade	Stephens Inc	Overweight → Equal-Weight
Dec-15-16	Initiated	Seaport Global Securities	Neutral
Nov-08-16	Downgrade	Stifel	Buy → Hold	$46 → $38
Nov-09-15	Reiterated	FBR Capital	Mkt Perform	$45 → $52
Aug-05-15	Reiterated	Stifel	Buy	$46 → $48
Jun-03-15	Reiterated	Oppenheimer	Outperform	$43 → $48

Show Previous Ratings

Today 01:44AM	Insider Sale: Senior Vice President Grace Cerocke Sells Shares of Matson Inc (MATX) (GuruFocus.com)
Sep-06-24 01:29AM	Insider Sale: Senior Vice President Jason Taylor Sells Shares of Matson Inc (MATX) (GuruFocus.com)
Sep-03-24 07:01PM	Insider Sale: Matson Inc (MATX) Chairman & CEO Matthew Cox Sells 7,500 Shares (GuruFocus.com)
Aug-30-24 03:58PM	These Two Transport Stocks Are Outperforming Tesla By A Mile. Here's How To Play Them. (Investor's Business Daily)
Aug-22-24 01:01AM	Insider Sale: EVP & Chief Commercial Officer John Lauer Sells 3,354 Shares of Matson Inc (MATX) (GuruFocus.com)
01:01AM	Loading…
01:01AM	Insider Sale: Senior Vice President Richard Kinney Sells 1,615 Shares of Matson Inc (MATX) (GuruFocus.com)
Aug-20-24 09:40AM	Is Matson (MATX) Stock Undervalued Right Now? (Zacks)
Aug-13-24 04:22AM	Marine Transportation Q2 Earnings: Pangaea (NASDAQ:PANL) Simply the Best (StockStory)
04:22AM	Winners And Losers Of Q2: Norfolk Southern Corporation (NYSE:NSC) Vs The Rest Of The Transportation and Logistics Stocks (StockStory)
Aug-12-24 03:29AM	Matson (MATX) Surged on Rising Shipping Rates and Better Market Conditions (Insider Monkey)
Aug-07-24 11:34PM	Insider Sell: EVP, Chief Administrative Officer & General Counsel Peter Heilmann Sells ... (GuruFocus.com)
Aug-05-24 09:15AM	Matson, Inc. (MATX) Soars to 52-Week High, Time to Cash Out? (Zacks)
Aug-02-24 07:01PM	Insider Sale: EVP & CFO Joel Wine Sells 3,524 Shares of Matson Inc (MATX) (GuruFocus.com)
Aug-01-24 05:55PM	Matson (MATX) Beats Q2 Earnings Estimates (Zacks)
05:15PM	Matson (NYSE:MATX) Reports Upbeat Q2 (StockStory)
04:52PM	Loading…
04:52PM	Matson: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	MATSON, INC. ANNOUNCES SECOND QUARTER 2024 RESULTS (PR Newswire)
Jul-31-24 03:14AM	Matson (MATX) Reports Q2: Everything You Need To Know Ahead Of Earnings (StockStory)
Jul-30-24 07:01PM	Insider Sale: EVP & CFO Joel Wine Sells 8,000 Shares of Matson Inc (MATX) (GuruFocus.com)
Jul-27-24 03:21AM	Matson, Inc. (MATX): Among the Best Shipping and Container Stocks Right Now? (Insider Monkey)
Jul-26-24 07:01PM	Insider Sale: EVP & CFO Joel Wine Sells 8,000 Shares of Matson Inc (MATX) (GuruFocus.com)
Jul-25-24 05:48AM	Matson (MATX) to Post Q2 Earnings: What's in the Offing? (Zacks)
12:02AM	Insider Sale: EVP & CFO Joel Wine Sells 11,444 Shares of Matson Inc (MATX) (GuruFocus.com)
Jul-18-24 04:15PM	MATSON TO ANNOUNCE SECOND QUARTER 2024 RESULTS ON AUGUST 1, 2024 (PR Newswire)
04:59AM	Q1 Earnings Highs And Lows: Matson (NYSE:MATX) Vs The Rest Of The Marine Transportation Stocks (StockStory)
Jul-17-24 04:00PM	MATSON PUBLISHES 2023 SUSTAINABILITY REPORT (PR Newswire)
Jul-10-24 07:00PM	Insider Sale: EVP & CFO Joel Wine Sells 12,821 Shares of Matson Inc (MATX) (GuruFocus.com)
Jun-29-24 05:10PM	Insider Sale: Chairman & CEO Matthew Cox Sells 7,843 Shares of Matson Inc (MATX) (GuruFocus.com)
Jun-28-24 05:00PM	Insider Sale: EVP & CFO Joel Wine Sells 8,941 Shares of Matson Inc (MATX) (GuruFocus.com)
07:19AM	Matson (MATX) Rewards Shareholders With 6.3% Dividend Hike (Zacks)
12:00PM	Loading…
Jun-27-24 12:00PM	What Makes Matson (MATX) a New Strong Buy Stock (Zacks)
09:00AM	MATSON INCREASES QUARTERLY DIVIDEND TO $0.34 PER SHARE (PR Newswire)
Jun-20-24 07:02PM	Insider Selling: EVP & CFO Joel Wine Sells Shares of Matson Inc (MATX) (GuruFocus.com)
Jun-19-24 01:53PM	50 Largest Companies in Every State in the US (Insider Monkey)
May-28-24 07:00PM	Insider Sale: Chairman & CEO Matthew Cox Sells 9,862 Shares of Matson Inc (MATX) (GuruFocus.com)
May-18-24 03:01AM	Insider Sale: Senior Vice President Richard Kinney Sells Shares of Matson Inc (MATX) (GuruFocus.com)
May-15-24 04:30PM	MATSON TO PARTICIPATE AT WOLFE GLOBAL TRANSPORTATION & INDUSTRIALS CONFERENCE (PR Newswire)
May-09-24 12:00PM	Matson (MATX) Moves to Strong Buy: Rationale Behind the Upgrade (Zacks)
May-08-24 02:24AM	Insider Sale: Senior Vice President Leonard Isotoff Sells Shares of Matson Inc (MATX) (GuruFocus.com)
May-07-24 04:56PM	Matson Insider Sold Shares Worth $314,945, According to a Recent SEC Filing (MT Newswires)
May-01-24 09:44AM	Matson, Inc. (NYSE:MATX) Q1 2024 Earnings Call Transcript (Insider Monkey)
06:42AM	Q1 2024 Matson Inc Earnings Call (Thomson Reuters StreetEvents)
03:25AM	Matson Inc (MATX) Q1 2024 Earnings Call Transcript Highlights: Key Financial Shifts and ... (GuruFocus.com)
Apr-30-24 09:55PM	MATX Stock Earnings: Matson Meets EPS, Misses Revenue for Q1 2024 (InvestorPlace)
05:40PM	Matson (MATX) Beats Q1 Earnings Estimates (Zacks)
05:39PM	Matson Inc (MATX) Q1 2024 Earnings: Aligns with EPS Projections, Revenue Slightly Misses Estimates (GuruFocus.com)
04:47PM	Matson: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	MATSON, INC. ANNOUNCES FIRST QUARTER 2024 RESULTS (PR Newswire)
Apr-25-24 05:52PM	MATSON ANNOUNCES QUARTERLY DIVIDEND OF $0.32 PER SHARE (PR Newswire)
Apr-16-24 04:15PM	MATSON TO ANNOUNCE FIRST QUARTER 2024 RESULTS ON APRIL 30, 2024 (PR Newswire)
Apr-01-24 06:19AM	Meridian Growth Fund Trimmed Matson (MATX) on Share Appreciation (Insider Monkey)
Mar-14-24 07:01PM	Senior Vice President Christopher Scott Sells Shares of Matson Inc (MATX) (GuruFocus.com)
Mar-08-24 11:27PM	Senior Vice President Kuuhaku Park Sells Shares of Matson Inc (MATX) (GuruFocus.com)
Mar-06-24 11:29PM	Insider Sell: EVP, Chief Administrative Officer & General Counsel Peter Heilmann Sells ... (GuruFocus.com)
Feb-28-24 03:10AM	Senior Vice President Angoco Vic S Jr Sells 9,000 Shares of Matson Inc (MATX) (GuruFocus.com)
Feb-21-24 09:40AM	Has Matson (MATX) Outpaced Other Transportation Stocks This Year? (Zacks)
08:48AM	Matson, Inc. (NYSE:MATX) Q4 2023 Earnings Call Transcript (Insider Monkey)
08:07AM	Q4 2023 Matson Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-20-24 04:37PM	Matson: Q4 Earnings Snapshot (Associated Press Finance)
04:37PM	Matson Inc (MATX) Reports Decline in Q4 Earnings Amid Challenging Market Conditions (GuruFocus.com)
04:05PM	MATSON, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2023 RESULTS; PROVIDES 2024 OUTLOOK (PR Newswire)
Feb-13-24 10:00AM	Analysts Estimate Matson (MATX) to Report a Decline in Earnings: What to Look Out for (Zacks)
Feb-07-24 04:05PM	MATSON TO PARTICIPATE AT STIFEL 2024 TRANSPORTATION & LOGISTICS CONFERENCE (PR Newswire)
Feb-06-24 05:11AM	Matson Inc's Dividend Analysis (GuruFocus.com)
Jan-25-24 05:26PM	MATSON ANNOUNCES QUARTERLY DIVIDEND OF $0.32 PER SHARE (PR Newswire)
Jan-18-24 04:05PM	MATSON ANNOUNCES PRELIMINARY 4Q23 RESULTS, PROVIDES BUSINESS UPDATE AND ANNOUNCES 4Q23 EARNINGS CALL DATE (PR Newswire)
Dec-28-23 08:21PM	Shipping shares outpaced S&P 500 amid 2023s rising stock market (FreightWaves)
Dec-19-23 01:30PM	As Trouble on the High Seas Slows Global Commerce, Consider Trading Matson (TheStreet.com)
Dec-06-23 05:34AM	What Makes Matson (MATX) a Good Investment? (Insider Monkey)
Nov-08-23 09:40AM	Are Transportation Stocks Lagging Matson (MATX) This Year? (Zacks)
Nov-07-23 04:05PM	MATSON TO PARTICIPATE AT STEPHENS 2023 ANNUAL INVESTMENT CONFERENCE (PR Newswire)
Oct-31-23 10:28PM	Top-Rated Stocks to Buy from a Variety of Sectors After Earnings (Zacks)
04:00PM	Some shipping lines are still posting 9-figure profits amid downturn (FreightWaves)
08:59AM	Matson, Inc. (NYSE:MATX) Q3 2023 Earnings Call Transcript (Insider Monkey)
07:33AM	The Zacks Analyst Blog Highlights Spotify Technology, PlayAGS, Potbelly, Matson and AMC Entertainment (Zacks)
05:36AM	Q3 2023 Matson Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-30-23 06:30PM	Matson (MATX) Q3 Earnings and Revenues Top Estimates (Zacks)
05:37PM	Matson Inc (MATX) Reports Q3 2023 Earnings: Net Income Drops to $119.9 Million (GuruFocus.com)
05:19PM	Matson: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	MATSON, INC. ANNOUNCES THIRD QUARTER 2023 RESULTS (PR Newswire)
Oct-26-23 04:45PM	MATSON ANNOUNCES QUARTERLY DIVIDEND of $0.32 PER SHARE (PR Newswire)
Oct-23-23 04:05PM	MATSON ANNOUNCES PRELIMINARY 3Q23 RESULTS, PROVIDES BUSINESS UPDATE AND ANNOUNCES 3Q23 EARNINGS CALL DATE (PR Newswire) +9.48%
09:40AM	Is Matson (MATX) Stock Outpacing Its Transportation Peers This Year? (Zacks)
Oct-17-23 06:59PM	Shipping line earnings preview: A mix of black, red and very red ink (FreightWaves)
Oct-06-23 09:40AM	Is Matson (MATX) Outperforming Other Transportation Stocks This Year? (Zacks)
Oct-04-23 11:40AM	Matson (MATX): Is it Priced Right? A Comprehensive Guide (GuruFocus.com)
09:53AM	Apple downgraded, Oddity upgraded: Wall Street's top analyst calls (The Fly)
Sep-20-23 09:40AM	Are Transportation Stocks Lagging Matson (MATX) This Year? (Zacks)
08:50AM	Here Is Why Bargain Hunters Would Love Fast-paced Mover Matson (MATX) (Zacks)
Sep-18-23 07:56AM	Zacks Industry Outlook Highlights Expeditors International of Washington, C.H. Robinson Worldwide and Matson (Zacks)
Sep-15-23 09:43AM	3 Transport-Service Stocks to Watch Despite Industry Concerns (Zacks)
Sep-05-23 08:06AM	Beat the Market the Zacks Way: NVIDIA, Novo Nordisk, Matson in Focus (Zacks) -5.30%
Sep-01-23 04:56PM	How have shipping shares performed versus broader stock market? (FreightWaves)
Aug-31-23 09:40AM	Is The Greenbrier Companies (GBX) Stock Outpacing Its Transportation Peers This Year? (Zacks)
Aug-15-23 03:08PM	Is The Greenbrier Companies (GBX) Outperforming Other Transportation Stocks This Year? (Zacks)
Aug-11-23 08:50AM	Looking for a Fast-paced Momentum Stock at a Bargain? Consider Matson (MATX) (Zacks)
Aug-07-23 07:03AM	Matson (NYSE:MATX) Might Have The Makings Of A Multi-Bagger (Simply Wall St.)
Aug-03-23 05:19PM	Radio-frequency technology was cutting edge at terminals in 1990s (FreightWaves)
09:40AM	Reasons for the Outperformance of Matson (MATX) in Q2 (Insider Monkey)
Aug-02-23 09:57AM	Q2 2023 Matson Inc Earnings Call (Thomson Reuters StreetEvents)

Matson, Inc. is a holding company, which engages in the provision of logistics and transportation services. It operates through the Ocean Transportation and Logistics segments. The Ocean Transportation segment offers ocean freight transportation, container stevedoring, refrigerated cargo services, inland transportation, and other terminal services. The Logistics segment includes domestic and international rail intermodal services, regional highway brokerage, specialized hauling, expedited freight operations, supply chain management, storage, and distribution services. The company was founded in 1882 by William Matson and is headquartered in Honolulu, HI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Cerocke Grace M	Senior Vice President	Sep 04 '24	Sale	134.23	2,096	281,346	12,180	Sep 06 04:25 PM
Taylor Jason Lee	Senior Vice President	Sep 04 '24	Sale	135.73	1,000	135,730	9,392	Sep 05 05:39 PM
Taylor Jason Lee	Officer	Sep 04 '24	Proposed Sale	135.73	1,000	135,730		Sep 04 01:10 PM
COX MATTHEW J	Chairman & CEO	Aug 30 '24	Sale	137.17	7,500	1,028,807	215,397	Sep 03 04:52 PM
Cerocke Grace M	Officer	Sep 04 '24	Proposed Sale	144.08	2,096	302,000		Sep 03 02:34 PM
COX MATTHEW J	Officer	Aug 30 '24	Proposed Sale	108.41	13,999	1,517,566		Aug 30 11:37 AM
Lauer John P	EVP & Chief Commercial Officer	Aug 21 '24	Sale	132.48	3,354	444,328	27,098	Aug 21 09:17 PM
Kinney Richard S	Senior Vice President	Aug 21 '24	Sale	133.62	1,615	215,796	7,973	Aug 21 09:17 PM
Kinney Richard S	Officer	Aug 21 '24	Proposed Sale	133.62	1,615	215,792		Aug 21 11:54 AM
Lauer John P	Officer	Aug 21 '24	Proposed Sale	129.00	3,354	432,666		Aug 21 07:55 AM
Rascon Laura L	Senior Vice President	Aug 08 '24	Sale	129.13	744	96,073	12,369	Aug 08 05:58 PM
Rascon Laura L	Officer	Aug 08 '24	Proposed Sale	128.11	744	95,313		Aug 08 09:09 AM
Heilmann Peter T	EVP, Chief Admin. Officer & GC	Aug 06 '24	Sale	129.37	10,000	1,293,739	38,356	Aug 07 05:47 PM
Heilmann Peter T	Officer	Aug 06 '24	Proposed Sale	129.38	10,000	1,293,767		Aug 06 03:02 PM
Wine Joel M	EVP & CFO	Jul 31 '24	Sale	132.94	3,524	468,481	95,450	Aug 02 06:00 AM
COX MATTHEW J	Chairman & CEO	Jul 31 '24	Sale	133.37	7,500	1,000,303	222,897	Aug 02 06:00 AM
Wine Joel M	Officer	Jul 31 '24	Proposed Sale	132.94	3,524	468,481		Jul 31 10:31 AM
Wine Joel M	EVP & CFO	Jul 29 '24	Sale	131.83	8,000	1,054,645	98,974	Jul 30 04:49 PM
Wine Joel M	Officer	Jul 29 '24	Proposed Sale	131.17	8,000	1,049,360		Jul 29 02:37 PM
Wine Joel M	EVP & CFO	Jul 25 '24	Sale	128.89	8,000	1,031,084	106,974	Jul 26 04:58 PM
Wine Joel M	EVP & CFO	Jul 23 '24	Sale	128.65	11,444	1,472,318	114,974	Jul 24 05:19 PM
Wine Joel M	EVP & CFO	Jul 09 '24	Sale	123.24	12,821	1,580,029	126,418	Jul 10 05:01 PM
Wine Joel M	EVP & CFO	Jul 02 '24	Sale	129.73	12,090	1,568,429	139,239	Jul 03 11:47 AM
COX MATTHEW J	Chairman & CEO	Jun 28 '24	Sale	130.54	7,843	1,023,854	230,397	Jun 28 08:54 PM
Wine Joel M	EVP & CFO	Jun 27 '24	Sale	128.80	8,941	1,151,623	151,329	Jun 28 01:23 PM
Wine Joel M	EVP & CFO	Jun 18 '24	Sale	120.90	11,336	1,370,476	160,270	Jun 20 04:14 PM
Heilmann Peter T	EVP, Chief Admin. Officer & GC	Jun 04 '24	Sale	125.00	75	9,375	48,356	Jun 05 04:53 PM
Kinney Richard S	Senior Vice President	May 16 '24	Sale	115.11	1,792	206,270	9,588	May 17 07:12 PM
Sullivan John Warren	Senior Vice President	May 08 '24	Sale	110.60	893	98,766	13,495	May 09 04:43 PM
Isotoff Leonard P	Senior Vice President	May 06 '24	Sale	112.48	2,800	314,945	4,746	May 07 04:52 PM
Scott Christopher A	Senior Vice President	Mar 13 '24	Sale	107.83	1,171	126,269	12,958	Mar 14 04:49 PM
Park Kuuhaku T	Senior Vice President	Mar 07 '24	Sale	107.55	1,941	208,745	10,698	Mar 08 04:35 PM
Heilmann Peter T	EVP, Chief Admin. Officer & GC	Mar 05 '24	Sale	106.43	9,047	962,859	48,431	Mar 06 04:20 PM
Kinney Richard S	Senior Vice President	Mar 05 '24	Sale	105.83	773	81,810	11,380	Mar 06 04:20 PM
Rolfe Rusty K	EVP	Mar 05 '24	Sale	107.15	5,000	535,736	24,871	Mar 06 04:20 PM
STUCK KEVIN L	VP and Controller	Feb 28 '24	Sale	111.46	2,082	232,060	3,942	Feb 29 04:26 PM
Lauer John P	EVP & Chief Commercial Officer	Feb 28 '24	Sale	109.71	11,388	1,249,412	30,452	Feb 29 04:26 PM
Angoco Vic S Jr	Senior Vice President	Feb 26 '24	Sale	114.39	9,000	1,029,498	21,285	Feb 27 04:25 PM
FARGO THOMAS B	Director	Feb 26 '24	Sale	113.37	6,500	736,905	27,615	Feb 27 04:24 PM
Kinney Richard S	Senior Vice President	Dec 13 '23	Sale	96.30	997	96,010	9,427	Dec 14 04:35 PM
Cerocke Grace M	Senior Vice President	Dec 13 '23	Sale	97.27	578	56,219	11,586	Dec 14 04:35 PM
Scott Christopher A	Senior Vice President	Dec 05 '23	Sale	98.93	952	94,181	10,974	Dec 05 07:19 PM
Rascon Laura L	Senior Vice President	Dec 05 '23	Sale	96.70	329	31,814	9,372	Dec 05 07:19 PM
Angoco Vic S Jr	Senior Vice President	Nov 07 '23	Sale	90.52	11,500	1,041,006	23,693	Nov 07 04:55 PM
Scott Christopher A	Senior Vice President	Nov 03 '23	Sale	88.59	350	31,007	11,926	Nov 03 07:05 PM

Open in Screener

FELE

Franklin Electric Co., Inc.

Sep 06 • 04:00PM ET

95.53

Dollar change -1.47
Percentage change -1.52	%

Industrials • Specialty Industrial Machinery • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

FELE Franklin Electric Co., Inc. daily Stock Chart

Held by: IJR VTI IWM VB VXF VBK SDY IWO IJT SPSM

Index	RUT	P/E	23.79	EPS (ttm)	4.02	Insider Own	14.23%	Shs Outstand	46.07M	Perf Week	-7.16%
Market Cap	4.36B	Forward P/E	20.59	EPS next Y	4.64	Insider Trans	-0.58%	Shs Float	39.17M	Perf Month	-0.45%
Income	187.71M	PEG	1.78	EPS next Q	1.29	Inst Own	82.24%	Short Float	1.66%	Perf Quarter	-1.63%
Sales	2.02B	P/S	2.16	EPS this Y	1.90%	Inst Trans	2.26%	Short Ratio	4.00	Perf Half Y	-6.85%
Book/sh	26.71	P/B	3.58	EPS next Y	10.79%	ROA	10.46%	Short Interest	0.65M	Perf Year	1.94%
Cash/sh	1.27	P/C	75.09	EPS next 5Y	13.40%	ROE	15.85%	52W Range	82.61 - 108.39	Perf YTD	-1.16%
Dividend Est.	1.00 (1.05%)	P/FCF	16.34	EPS past 5Y	12.93%	ROI	13.87%	52W High	-11.86%	Beta	0.96
Dividend TTM	0.97 (1.02%)	Quick Ratio	1.14	Sales past 5Y	10.68%	Gross Margin	35.21%	52W Low	15.64%	ATR (14)	2.37
Dividend Ex-Date	Aug 01, 2024	Current Ratio	2.65	EPS Y/Y TTM	-3.28%	Oper. Margin	13.05%	RSI (14)	37.44	Volatility	2.48% 2.02%
Employees	6400	Debt/Eq	0.16	Sales Y/Y TTM	-3.78%	Profit Margin	9.31%	Recom	2.20	Target Price	106.00
Option/Short	Yes / Yes	LT Debt/Eq	0.11	EPS Q/Q	-0.21%	Payout	21.92%	Rel Volume	1.10	Prev Close	97.00
Sales Surprise	-4.83%	EPS Surprise	-4.55%	Sales Q/Q	-4.55%	Earnings	Jul 23 BMO	Avg Volume	162.46K	Price	95.53
SMA20	-4.57%	SMA50	-4.30%	SMA200	-2.96%	Trades		Volume	179,497	Change	-1.52%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-23-24	Upgrade	Northcoast	Neutral → Buy	$110
Apr-19-23	Initiated	Oppenheimer	Perform
Aug-15-22	Downgrade	Northcoast	Buy → Neutral
Jul-15-22	Initiated	Northcoast	Buy	$82
Jul-14-22	Downgrade	Robert W. Baird	Outperform → Neutral	$75
Apr-27-22	Upgrade	Seaport Research Partners	Neutral → Buy
Mar-09-22	Upgrade	Boenning & Scattergood	Neutral → Outperform	$95
Sep-29-20	Upgrade	Robert W. Baird	Neutral → Outperform	$72
Jul-02-20	Downgrade	DA Davidson	Buy → Neutral
Mar-09-20	Upgrade	DA Davidson	Neutral → Buy	$53 → $60
Apr-23-19	Downgrade	Boenning & Scattergood	Outperform → Neutral
Jul-11-16	Upgrade	Boenning & Scattergood	Neutral → Outperform	$40
Jun-10-16	Downgrade	Seaport Global Securities	Accumulate → Neutral	$36
Feb-24-16	Reiterated	Wedbush	Neutral	$34 → $33
Jan-12-16	Upgrade	Ladenburg Thalmann	Sell → Neutral
Dec-22-15	Initiated	Ladenburg Thalmann	Sell
Oct-15-15	Initiated	Boenning & Scattergood	Neutral
Jul-08-15	Initiated	Global Hunter Securities	Accumulate	$37
Mar-21-14	Initiated	Gabelli & Co	Hold
Nov-06-12	Reiterated	Ladenburg Thalmann	Buy	$66

Show Previous Ratings

Aug-26-24 07:01PM	Insider Sale: Chief Administrative Officer Jonathan Grandon Sells Shares of Franklin Electric ... (GuruFocus.com)
Aug-01-24 05:36PM	NVIDIA, Maplebear And Two Other Stocks Insiders Are Selling (Benzinga)
Jul-23-24 09:10AM	Franklin Electric (FELE) Misses Q2 Earnings and Revenue Estimates (Zacks)
08:19AM	Franklin Electric Q2 Results Miss Estimates; Cuts FY24 EPS Outlook (RTT News)
08:08AM	Franklin Electric: Q2 Earnings Snapshot (Associated Press Finance)
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08:00AM	Franklin Electric Reports Second Quarter 2024 Results (GlobeNewswire)
Jul-22-24 08:00AM	Franklin Electric Declares Quarterly Dividend of $0.25 Per Share (GlobeNewswire)
Jul-09-24 08:00AM	Franklin Electric Schedules Its Second Quarter 2024 Earnings Release and Conference Call (GlobeNewswire)
Jul-01-24 06:12AM	Irrigation Pumps Market Demand and Analysis of Present and Future Growth 2024 2030 Exactitude Consultancy (GlobeNewswire)
Jun-07-24 02:36AM	Insider Sale: Chief Administrative Officer Jonathan Grandon Sells Shares of Franklin Electric ... (GuruFocus.com)
May-14-24 08:38AM	Franklin Electric Names Joe Ruzynski CEO (MT Newswires)
08:00AM	Franklin Electric Appoints Joe Ruzynski as CEO; Gregg Sengstack Remains Executive Chairperson (GlobeNewswire)
May-01-24 10:08AM	Franklin Electric Co., Inc. (NASDAQ:FELE) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:09AM	Q1 2024 Franklin Electric Co Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-30-24 12:53PM	FELE Stock Earnings: Franklin Electric Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace) -6.75%
09:34AM	Loading…
09:34AM	Franklin Electric Q1 Earnings: Misses Revenue and EPS Estimates Amid Market Challenges (GuruFocus.com)
08:09AM	Franklin Electric: Q1 Earnings Snapshot (Associated Press Finance)
08:00AM	Franklin Electric Reports First Quarter 2024 Results (GlobeNewswire)
Apr-23-24 10:01AM	Earnings Preview: Franklin Electric (FELE) Q1 Earnings Expected to Decline (Zacks)
Apr-22-24 08:00AM	Franklin Electric Declares Quarterly Dividend of $0.25 Per Share (GlobeNewswire)
Apr-16-24 08:00AM	Franklin Electric Schedules Its First Quarter 2024 Earnings Release and Conference Call (GlobeNewswire)
Mar-11-24 07:01PM	Insider Sell: President of Headwater Companies Delancey Davis Sells Shares of Franklin Electric ... (GuruFocus.com)
Feb-15-24 10:59AM	Franklin Electric Co., Inc. (NASDAQ:FELE) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-14-24 01:32AM	Q4 2023 Franklin Electric Co Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-13-24 09:15AM	Franklin Electric (FELE) Lags Q4 Earnings and Revenue Estimates (Zacks)
09:11AM	Franklin Electric Co Inc (FELE) Reports Mixed Results for Q4 and Record Full Year 2023 Performance (GuruFocus.com)
08:14AM	Franklin Electric: Q4 Earnings Snapshot (Associated Press Finance)
08:00AM	Franklin Electric Reports Fourth Quarter 2023 and Full Year 2023 Results (GlobeNewswire)
Feb-07-24 06:00AM	7 Tremendous Dividend Stocks With Double-Digit 5-Year Growth Rates (InvestorPlace)
Feb-06-24 10:00AM	Franklin Electric (FELE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:00AM	Loading…
Jan-30-24 08:00AM	Franklin Electric Schedules Its Fourth Quarter and Fiscal Year 2023 Earnings Release and Conference Call (GlobeNewswire)
Jan-22-24 08:00AM	Franklin Electric Increases Quarterly Dividend by 11% to $0.25 Per Share (GlobeNewswire)
Jan-02-24 04:00PM	Franklin Electric Acquires U.S. Groundwater Distribution Company (GlobeNewswire)
Dec-04-23 04:00PM	Franklin Water Treatment Acquires Assets of Action Manufacturing & Supply, Inc. (GlobeNewswire)
Oct-30-23 01:39AM	The Franklin Electric Co Inc (FELE) Company: A Short SWOT Analysis (GuruFocus.com)
Oct-25-23 09:11AM	Franklin Electric Co., Inc. (NASDAQ:FELE) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-24-23 11:03PM	Q3 2023 Franklin Electric Co Inc Earnings Call (Thomson Reuters StreetEvents)
10:05AM	Franklin Electric (FELE) Q3 Earnings and Revenues Miss Estimates (Zacks)
09:41AM	Franklin Electric Co Inc (FELE) Q3 2023 Earnings: Solid Performance Despite Challenges (GuruFocus.com)
08:59AM	Franklin Electric: Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	Franklin Electric Reports Third Quarter 2023 Results (GlobeNewswire)
Oct-23-23 08:00AM	Franklin Electric Declares Payment of Quarterly Cash Dividend (GlobeNewswire)
Oct-10-23 08:00AM	Franklin Electric Schedules its Third Quarter 2023 Earnings Release and Conference Call (GlobeNewswire)
Aug-15-23 08:15AM	4 No-Brainer Stocks to Buy With $200 Right Now (Motley Fool)
Jul-29-23 08:07AM	Franklin Electric Co., Inc. (NASDAQ:FELE) Looks Interesting, And It's About To Pay A Dividend (Simply Wall St.)
Jul-25-23 11:01PM	Q2 2023 Franklin Electric Co Inc Earnings Call (Thomson Reuters StreetEvents)
09:15AM	Franklin Electric (FELE) Lags Q2 Earnings and Revenue Estimates (Zacks)
08:07AM	Franklin Electric: Q2 Earnings Snapshot (Associated Press Finance)
08:00AM	Franklin Electric Reports Record Second Quarter 2023 Results (GlobeNewswire)
Jul-24-23 08:00AM	Franklin Electric Declares Payment of Quarterly Cash Dividend (GlobeNewswire)
Jul-22-23 10:24AM	Franklin Electric (NASDAQ:FELE) shareholders have earned a 18% CAGR over the last five years (Simply Wall St.)
Jul-11-23 08:00AM	Franklin Electric Schedules Its Second Quarter 2023 Earnings Release and Conference Call (GlobeNewswire)
Jul-05-23 09:00AM	Franklin Electric Names Greg Levine, Vice President and President, Global Water (GlobeNewswire)
Jun-22-23 09:40AM	Is Enersys (ENS) Stock Outpacing Its Industrial Products Peers This Year? (Zacks)
Jun-21-23 08:00PM	FELE: Raising target price to $110.00 (Argus Research)
Jun-07-23 11:40AM	FELE or ABBNY: Which Is the Better Value Stock Right Now? (Zacks)
Jun-06-23 09:40AM	Has Epiroc Aktiebolag (EPOKY) Outpaced Other Industrial Products Stocks This Year? (Zacks)
May-27-23 10:44AM	Is Now The Time To Put Franklin Electric (NASDAQ:FELE) On Your Watchlist? (Simply Wall St.)
May-22-23 11:40AM	FELE vs. ABB: Which Stock Is the Better Value Option? (Zacks)
May-12-23 06:50AM	Estimating The Intrinsic Value Of Franklin Electric Co., Inc. (NASDAQ:FELE) (Simply Wall St.)
May-10-23 08:22AM	Zacks.com featured highlights include Franklin Electric, Insulet and Wingstop (Zacks)
May-08-23 12:00PM	What Makes Franklin Electric (FELE) a Strong Momentum Stock: Buy Now? (Zacks)
May-04-23 11:40AM	FELE or ABB: Which Is the Better Value Stock Right Now? (Zacks)
May-02-23 10:48PM	Q1 2023 Franklin Electric Co Inc Earnings Call (Thomson Reuters StreetEvents) +6.87%
09:15AM	Franklin Electric (FELE) Q1 Earnings and Revenues Top Estimates (Zacks)
08:00AM	Franklin Electric Reports Record First Quarter 2023 Results (GlobeNewswire)
Apr-28-23 06:30AM	Should You Buy Franklin Electric Co., Inc. (NASDAQ:FELE) For Its Upcoming Dividend? (Simply Wall St.)
Apr-27-23 06:29AM	Franklin Electric's (NASDAQ:FELE) Dividend Will Be Increased To $0.225 (Simply Wall St.)
Apr-26-23 08:00PM	FELE: Lowering target price to $92.00 (Argus Research)
10:02AM	Analysts Estimate Emerson Electric (EMR) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-25-23 10:01AM	Franklin Electric (FELE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-24-23 08:00AM	Franklin Electric Declares Payment of Quarterly Cash Dividend (GlobeNewswire)
Apr-18-23 08:00AM	Franklin Electric Schedules Its First Quarter 2023 Earnings Release And Conference Call (GlobeNewswire)
Apr-03-23 09:36AM	Franklin Electric (NASDAQ:FELE) Is Achieving High Returns On Its Capital (Simply Wall St.)
08:00AM	Newsweek Names Franklin Electric to List of Americas Most Trustworthy Companies 2023 (GlobeNewswire)
Mar-09-23 12:12PM	When Should You Buy Franklin Electric Co., Inc. (NASDAQ:FELE)? (Simply Wall St.)
Feb-21-23 08:00AM	Franklin Electric Announces an Increase in its Stock Repurchase Program (GlobeNewswire)
Feb-15-23 04:42PM	Franklin Electric Co., Inc. (NASDAQ:FELE) Q4 2022 Earnings Call Transcript (Insider Monkey)
09:38AM	Franklin Electric Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Feb-14-23 09:15AM	Franklin Electric (FELE) Q4 Earnings Lag Estimates (Zacks)
08:00AM	Franklin Electric Reports Record Fourth Quarter 2022 and Full Year 2022 Results (GlobeNewswire)
Feb-12-23 08:17AM	Those who invested in Franklin Electric (NASDAQ:FELE) five years ago are up 116% (Simply Wall St.)
Feb-01-23 06:49AM	EnerSys (ENS) Surges 5.7%: Is This an Indication of Further Gains? (Zacks)
Jan-31-23 08:00AM	Franklin Electric Schedules Its Fourth Quarter and Fiscal Year 2022 Earnings Release and Conference Call (GlobeNewswire)
Jan-27-23 07:41AM	The Zacks Analyst Blog Highlights S&P Global, MarketAxess, Penske Automotive, Citizens Community Bancorp and Franklin Electric (Zacks)
Jan-26-23 09:36AM	5 Stocks to Watch on Dividend Hikes to Reward Investors (Zacks)
05:09AM	Franklin Electric (NASDAQ:FELE) Will Pay A Larger Dividend Than Last Year At $0.225 (Simply Wall St.)
Jan-23-23 08:11AM	Franklin Electric raises quarterly dividend, to boost implied yield above 1% (MarketWatch)
08:00AM	Franklin Electric Declares Payment of Increased Quarterly Cash Dividend (GlobeNewswire)
Jan-15-23 09:52AM	Are Robust Financials Driving The Recent Rally In Franklin Electric Co., Inc.'s (NASDAQ:FELE) Stock? (Simply Wall St.)
Dec-18-22 08:55AM	Is Now The Time To Put Franklin Electric (NASDAQ:FELE) On Your Watchlist? (Simply Wall St.)
Nov-18-22 01:03PM	Franklin Electric to Participate in Credit Suisse 10th Annual Global Industrials Conference (GlobeNewswire)
08:41AM	Is Franklin Electric Co., Inc. (NASDAQ:FELE) Trading At A 26% Discount? (Simply Wall St.)
Oct-25-22 09:25AM	Franklin Electric (FELE) Q3 Earnings and Revenues Lag Estimates (Zacks) -6.95%
08:00AM	Franklin Electric Reports Record Third Quarter 2022 Results (GlobeNewswire)
Oct-24-22 08:41AM	Franklin Electric (NASDAQ:FELE) Is Experiencing Growth In Returns On Capital (Simply Wall St.)
08:00AM	Franklin Electric Declares Payment of Quarterly Cash Dividend (GlobeNewswire)
Oct-11-22 08:00AM	Franklin Electric Schedules Its Third Quarter 2022 Earnings Release and Conference Call (GlobeNewswire)
Sep-30-22 09:55AM	What Is Franklin Electric Co., Inc.'s (NASDAQ:FELE) Share Price Doing? (Simply Wall St.)
Sep-05-22 08:25AM	The total return for Franklin Electric (NASDAQ:FELE) investors has risen faster than earnings growth over the last five years (Simply Wall St.)

Franklin Electric Co., Inc. engages in the development, manufacture, and distribution of water and fuel pumping systems. It operates through the following business segments: Water Systems, Fueling Systems, and Distribution. The Water Systems segment designs, manufactures, and sells water pumping systems, submersible motors, pumps, electronic controls, and related parts and equipment. The Fueling Systems segment is involved in the producing and marketing of fuel pumping, fuel containment, and monitor and control systems. The Distribution Segment offers pre-sale support and specifications to the installing contractors. The company was founded by Edward J. Schaefer and T. Wayne Kehoe in 1944 and is headquartered in Fort Wayne, IN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Grandon Jonathan M.	Officer	Aug 26 '24	Proposed Sale	103.02	2,219	228,606		Aug 26 05:12 PM
Grandon Jonathan M.	Chief Administrative Officer	Aug 26 '24	Sale	103.02	2,219	228,606	15,884	Aug 26 03:52 PM
SENGSTACK GREGG C	Executive Chairperson	Jul 31 '24	Sale	106.64	5,396	575,443	98,093	Jul 31 07:23 PM
SENGSTACK GREGG C	Executive Chairperson	Jul 30 '24	Sale	105.83	5,000	529,143	103,489	Jul 31 07:23 PM
SENGSTACK GREGG C	Executive Chairperson	Jul 29 '24	Sale	103.87	5,000	519,360	108,489	Jul 31 07:23 PM
SENGSTACK GREGG C	Director	Jul 29 '24	Proposed Sale	105.80	15,396	1,628,897		Jul 29 10:45 AM
Walsh Jay J	President, Franklin Fueling	Jul 26 '24	Option Exercise	53.82	14,090	758,309	31,017	Jul 26 04:54 PM
Walsh Jay J	President, Franklin Fueling	Jul 26 '24	Sale	104.57	14,090	1,473,391	16,927	Jul 26 04:54 PM
Walsh Jay J	Officer	Jul 26 '24	Proposed Sale	104.57	14,090	1,473,391		Jul 26 04:45 PM
Grandon Jonathan M.	Chief Administrative Officer	Jun 06 '24	Sale	98.00	1,391	136,318	18,103	Jun 06 04:35 PM
davis delancey w	President, Headwater Companies	May 09 '24	Option Exercise	73.14	2,889	211,301	10,903	May 10 09:57 PM
davis delancey w	President, Headwater Companies	May 09 '24	Sale	102.06	2,214	225,961	8,014	May 10 09:57 PM
davis delancey w	President, Headwater Companies	Mar 08 '24	Sale	103.32	2,335	241,252	8,014	Mar 11 05:00 PM
SENGSTACK GREGG C	Chairperson and CEO	Feb 26 '24	Sale	99.96	10,366	1,036,162	154,993	Feb 26 08:24 PM
PETERSON RENEE J	Director	Jan 01 '24	Option Exercise	96.65	725	70,060	725	Jan 03 11:38 AM
SENGSTACK GREGG C	Chairperson and CEO	Dec 01 '23	Sale	90.25	9,000	812,250	170,619	Dec 04 02:48 PM
davis delancey w	President, Headwater Companies	Nov 15 '23	Sale	90.80	1,000	90,804	9,716	Nov 15 08:57 PM

Open in Screener

PEPG

PepGen Inc

Sep 06 • 04:00PM ET

8.83

Dollar change -0.03
Percentage change -0.34	%

Healthcare • Biotechnology • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI IWM VXF DWAS IWO VTWO IWC AVSC IWN VTWG

Index	RUT	P/E	-	EPS (ttm)	-3.30	Insider Own	21.05%	Shs Outstand	32.59M	Perf Week	-4.54%
Market Cap	287.77M	Forward P/E	-	EPS next Y	-2.82	Insider Trans	-0.87%	Shs Float	25.73M	Perf Month	-0.56%
Income	-89.14M	PEG	-	EPS next Q	-0.87	Inst Own	71.33%	Short Float	3.14%	Perf Quarter	-49.08%
Sales	0.00M	P/S	-	EPS this Y	4.26%	Inst Trans	-0.43%	Short Ratio	4.78	Perf Half Y	-37.73%
Book/sh	4.76	P/B	1.85	EPS next Y	10.87%	ROA	-47.47%	Short Interest	0.81M	Perf Year	46.43%
Cash/sh	4.95	P/C	1.78	EPS next 5Y	-	ROE	-58.97%	52W Range	3.72 - 19.30	Perf YTD	29.85%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-172.30%	ROI	-52.01%	52W High	-54.24%	Beta	1.73
Dividend TTM	-	Quick Ratio	7.45	Sales past 5Y	0.00%	Gross Margin	-	52W Low	137.37%	ATR (14)	0.85
Dividend Ex-Date	-	Current Ratio	7.45	EPS Y/Y TTM	-12.71%	Oper. Margin	0.00%	RSI (14)	34.00	Volatility	7.63% 7.87%
Employees	64	Debt/Eq	0.13	Sales Y/Y TTM	-	Profit Margin	-	Recom	1.40	Target Price	19.60
Option/Short	No / Yes	LT Debt/Eq	0.11	EPS Q/Q	-6.35%	Payout	-	Rel Volume	1.23	Prev Close	8.86
Sales Surprise	-	EPS Surprise	-20.50%	Sales Q/Q	-	Earnings	Aug 08 BMO	Avg Volume	169.14K	Price	8.83
SMA20	-4.23%	SMA50	-32.52%	SMA200	-26.52%	Trades		Volume	208,461	Change	-0.34%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-31-24	Downgrade	BofA Securities	Buy → Neutral	$12
Dec-21-22	Initiated	H.C. Wainwright	Buy	$26

Aug-20-24 04:05PM	PepGen Reports Inducement Grant under Nasdaq Listing Rule 5635(c)(4) to Newly Appointed Executive Vice President, Research & Development (Business Wire)
08:00AM	PepGen Appoints Paul Streck, M.D., MBA, as Executive Vice President, Head of Research & Development (Business Wire)
Aug-08-24 08:00AM	PepGen Reports Second Quarter 2024 Financial Results and Recent Corporate Highlights (Business Wire)
Aug-02-24 09:35AM	Down -39.63% in 4 Weeks, Here's Why You Should You Buy the Dip in PepGen (PEPG) (Zacks)
Jul-31-24 04:52AM	PepGen reports positive data from Phase II Duchenne muscular dystrophy trial (Clinical Trials Arena) -32.69%
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Jul-30-24 04:02PM	PepGen Announces Positive Data from Low-Dose Cohort of PGN-EDO51 in Ongoing CONNECT1-EDO51 Phase 2 Clinical Trial for Treatment of Duchenne Muscular Dystrophy (Business Wire)
Jul-17-24 08:50AM	Recent Price Trend in PepGen (PEPG) is Your Friend, Here's Why (Zacks)
Jul-02-24 08:00AM	PepGen Appoints Afsaneh Mohebbi, Ph.D., as SVP, Portfolio and Program Management and Dave Borah, CFA, as SVP, Investor Relations and Corporate Communications (Business Wire) -8.88%
Jun-11-24 07:00AM	PepGen Announces Executive Team Promotions (Business Wire)
May-15-24 01:20PM	PepGen Q1 Loss Narrows (MT Newswires)
May-14-24 10:55PM	PEPG Stock Earnings: PepGen Beats EPS for Q1 2024 (InvestorPlace) +5.19%
04:02PM	PepGen Reports First Quarter 2024 Financial Results and Recent Corporate Highlights (GlobeNewswire)
Apr-12-24 01:30PM	Hedge Fund and Insider Trading News: ExodusPoint Capital Management, Bridgewater Associates, Glenview Capital Management, PepGen Inc. (PEPG), HCI Group Inc (HCI), and More (Insider Monkey)
Mar-13-24 04:05PM	PepGen to Participate in Upcoming Investor Conferences (GlobeNewswire)
07:00AM	PepGen Receives U.S. FDA Orphan Drug and Rare Pediatric Disease Designations for PGN-EDO51 for the Treatment of Duchenne Muscular Dystrophy (GlobeNewswire)
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Mar-12-24 09:55AM	Can PepGen, Inc. (PEPG) Climb 48.62% to Reach the Level Wall Street Analysts Expect? (Zacks)
Mar-11-24 12:00PM	PepGen, Inc. (PEPG) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Mar-06-24 11:54PM	PEPG Stock Earnings: PepGen Beats EPS for Q4 2023 (InvestorPlace) -7.34% -7.98%
04:01PM	PepGen Reports Fourth Quarter and Full Year 2023 Financial Results and Recent Corporate Developments (GlobeNewswire)
Mar-04-24 07:00AM	PepGen Announces Clearance of CTA by UK Medicines & Healthcare Products Regulatory Agency to Begin CONNECT2-EDO51, a Phase 2 Clinical Trial designed to support potential accelerated approval of PGN-EDO51 for the Treatment of Duchenne Muscular Dystrophy (GlobeNewswire)
Feb-29-24 03:02AM	14 Stocks With Heavy Insider Buying In 2024 (Insider Monkey) +14.68%
Feb-20-24 08:00AM	PepGen Receives U.S. FDA Fast Track Designation for PGN-EDODM1 for the Treatment of Myotonic Dystrophy Type 1 (GlobeNewswire)
Feb-07-24 07:30AM	PepGen Announces Pricing of $80.1 Million Underwritten Offering of Common Stock (GlobeNewswire) +17.63%
Jan-17-24 07:00AM	Mary Beth DeLena Joins PepGen as General Counsel and Secretary (GlobeNewswire)
Jan-08-24 07:00AM	PepGen Announces First Patient Dosed in CONNECT1-EDO51 Phase 2 Clinical Trial of PGN-EDO51 for Duchenne Muscular Dystrophy Patients Amenable to Exon 51 Skipping (GlobeNewswire)
Dec-18-23 08:00AM	PepGen Announces First Patient Dosed in Phase 1 FREEDOM-DM1 Clinical Trial of PGN-EDODM1 for Myotonic Dystrophy Type 1 (DM1) (GlobeNewswire) +6.03%
Nov-15-23 08:00AM	PepGen Announces Appointment of Howard Mayer, M.D. to Board of Directors (GlobeNewswire)
Nov-08-23 08:00AM	PepGen Reports Third Quarter 2023 Financial Results and Recent Corporate Developments (GlobeNewswire) -10.40%
Oct-12-23 07:00AM	PepGen Inc. Announces FDA has Lifted the Clinical Hold on its Investigational New Drug Application for FREEDOM-DM1 Phase 1 Study of PGN-EDODM1 for Myotonic Dystrophy Type 1 (DM1) (GlobeNewswire) +7.22%
Sep-27-23 04:16PM	PepGen Announces Upcoming Presentations at the 28th Annual Congress of the World Muscle Society and the World Congress of Neurology (GlobeNewswire)
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Sep-06-23 04:05PM	PepGen Inc. Announces Clearance of CTA by Health Canada to Begin the FREEDOM-DM1 Phase 1 Study of PGN-EDODM1 in Patients with Myotonic Dystrophy Type 1 (GlobeNewswire)
08:00AM	PepGen Inc. Presents PGN-EDODM1 Preclinical Data Supporting the Companys Enhanced Delivery Oligonucleotide Platform and PGN-EDODM1 Program at Two Medical Conferences (GlobeNewswire)
Sep-01-23 08:00AM	PepGen Announces Presentations at the 2023 Myotonic Dystrophy Foundation Annual Conference, Ottawa Neuromuscular Disease Meeting, and H.C. Wainwright 25th Annual Global Investment Conference (GlobeNewswire)
Aug-08-23 08:15AM	PepGen Reports Second Quarter 2023 Financial Results and Recent Corporate Developments (GlobeNewswire)
Jun-13-23 04:05PM	PepGen Inc. Provides Update on Planned Initiation of Phase 1 Study of PGN-EDODM1 in Myotonic Dystrophy Type 1 (GlobeNewswire) +10.87% -7.99%
May-31-23 11:44AM	PepGen (PEPG) Down on Clinical Hold for DM1 Candidate (Zacks) -5.07%
May-30-23 04:05PM	PepGen Inc. Announces Clinical Hold in the U.S. on IND Application to Initiate a Phase 1 Study of PGN-EDODM1 for Myotonic Dystrophy Type 1 (DM1) (GlobeNewswire)
May-18-23 07:00AM	PepGen Announces Clearance by Health Canada of CTA for PGN-EDO51 to Begin the Phase 2 Clinical Trial, CONNECT1-EDO51, for the Treatment of Duchenne Muscular Dystrophy (GlobeNewswire)
May-11-23 07:00AM	PepGen Reports First Quarter 2023 Financial Results and Recent Corporate Developments (GlobeNewswire)
May-04-23 08:00AM	PepGen to Participate in the Bank of America Securities 2023 Healthcare Conference (GlobeNewswire)
Apr-17-23 08:00AM	PepGen Announces Upcoming Data Presentations at the 2023 American Academy of Neurology Annual Meeting (GlobeNewswire) +23.09%
Apr-13-23 04:05PM	PepGen to Participate in the 22nd Annual Needham Virtual Healthcare Conference (GlobeNewswire) +6.07% -10.09%
Mar-27-23 02:25AM	PepGen Inc. (NASDAQ:PEPG) Q4 2022 Earnings Call Transcript (Insider Monkey) -16.15%
Mar-23-23 04:05PM	PepGen Reports Fourth Quarter and Full Year 2022 Financial Results and Recent Corporate Developments (GlobeNewswire) -9.77%
Mar-22-23 08:00AM	PepGen Presents Clinical and Nonclinical Data at the 2023 Annual Muscular Dystrophy Association Clinical and Scientific Conference (GlobeNewswire)
Mar-21-23 04:05PM	PepGen to Participate in the Stifel 2023 CNS Days Conference (GlobeNewswire)
Mar-16-23 08:00AM	PepGen to Host Fourth Quarter and Full Year 2022 Financial Results Call (GlobeNewswire) +6.99%
Mar-13-23 08:00AM	PepGen Announces Upcoming Data Presentations at the 2023 Annual Muscle Dystrophy Association Clinical and Scientific Conference (GlobeNewswire)
Feb-27-23 08:50AM	PepGen, Inc. (PEPG) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks) -6.02%
Feb-09-23 08:00AM	PepGen to Participate in the SVB Securities Global Biopharma Conference (GlobeNewswire) -5.07%
Jan-31-23 08:50AM	Here's Why Momentum in PepGen, Inc. (PEPG) Should Keep going (Zacks)
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Dec-21-22 02:25PM	Why This PepGen Analyst Is Bullish On The Biotech Stock (Benzinga)
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Nov-14-22 08:00AM	PepGen Announces Positive Preclinical Data for PGN-EDO53, PGN-EDO45 and PGN-EDO44, Three Novel Duchenne Muscular Dystrophy Candidates (GlobeNewswire) +8.33%
Nov-10-22 08:00AM	PepGen Reports Third Quarter 2022 Financial Results and Recent Corporate Developments (GlobeNewswire) +12.92%
Nov-08-22 08:00AM	PepGen to Participate in the Stifel 2022 Healthcare Conference (GlobeNewswire)
Oct-13-22 01:00PM	PepGen Presents Data from its Duchenne Muscular Dystrophy Program at World Muscle Society Congress (GlobeNewswire)
Sep-28-22 01:59PM	PepGen's Duchenne Candidate Has Potential For Greater Exon Skipping Capabilities At Lower Doses Versus Sarepta's Candidate, Says Analyst (Benzinga) +110.19%
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Aug-08-22 10:51AM	We Think PepGen (NASDAQ:PEPG) Can Afford To Drive Business Growth (Simply Wall St.)
Jul-22-22 07:45AM	PepGen Appoints Caroline Godfrey, Ph.D. to the Companys Scientific Advisory Board (GlobeNewswire)
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PepGen Inc. develops oligonucleotide therapies. It is a clinical-stage biotechnology company advancing the next generation of oligonucleotide therapeutics with the goal of transforming the treatment of severe neuromuscular and neurologic diseases. The company was founded in March 26, 2018 and is headquartered in Boston, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Mellion Michelle L	Chief Medical Officer	Jul 25 '24	Option Exercise	10.21	7,571	77,300	7,571	Jul 26 04:52 PM
Mellion Michelle L	Chief Medical Officer	Jul 24 '24	Option Exercise	10.21	201	2,052	201	Jul 26 04:52 PM
Mellion Michelle L	Chief Medical Officer	Jul 25 '24	Sale	18.06	7,571	136,741	0	Jul 26 04:52 PM
Mellion Michelle L	Chief Medical Officer	Jul 24 '24	Sale	18.01	201	3,619	0	Jul 26 04:52 PM
Mellion Michelle L	Chief Medical Officer	Jul 18 '24	Option Exercise	10.21	12,625	128,901	12,625	Jul 19 04:09 PM
Mellion Michelle L	Chief Medical Officer	Jul 18 '24	Sale	18.20	12,625	229,804	0	Jul 19 04:09 PM
Mellion Michelle L	Chief Medical Officer	Jul 16 '24	Option Exercise	10.21	5,901	60,249	5,901	Jul 16 04:46 PM
Mellion Michelle L	Chief Medical Officer	Jul 12 '24	Option Exercise	10.21	3,288	33,570	3,288	Jul 16 04:46 PM
Mellion Michelle L	Chief Medical Officer	Jul 16 '24	Sale	18.00	5,901	106,247	0	Jul 16 04:46 PM
Mellion Michelle L	Chief Medical Officer	Jul 12 '24	Sale	18.04	3,288	59,331	0	Jul 16 04:46 PM
Mellion Michelle L	Chief Medical Officer	Jul 01 '24	Option Exercise	10.21	875	8,934	875	Jul 03 01:12 PM
Mellion Michelle L	Chief Medical Officer	Jul 02 '24	Option Exercise	10.21	37	378	37	Jul 03 01:12 PM
Mellion Michelle L	Chief Medical Officer	Jul 01 '24	Sale	18.01	875	15,760	0	Jul 03 01:12 PM
Mellion Michelle L	Chief Medical Officer	Jul 02 '24	Sale	18.07	37	669	0	Jul 03 01:12 PM
Mellion Michelle L	Chief Medical Officer	Jun 24 '24	Option Exercise	10.21	9,260	94,545	9,260	Jun 26 04:26 PM
Mellion Michelle L	Chief Medical Officer	Jun 24 '24	Sale	18.19	9,260	168,427	0	Jun 26 04:26 PM
Mellion Michelle L	Chief Medical Officer	Jun 12 '24	Option Exercise	10.21	1,086	11,088	1,086	Jun 13 04:46 PM
Mellion Michelle L	Chief Medical Officer	Jun 11 '24	Option Exercise	10.21	500	5,105	500	Jun 13 04:46 PM
Mellion Michelle L	Chief Medical Officer	Jun 12 '24	Sale	18.06	1,086	19,615	0	Jun 13 04:46 PM
Mellion Michelle L	Chief Medical Officer	Jun 11 '24	Sale	18.04	500	9,022	0	Jun 13 04:46 PM
Mellion Michelle L	SVP, Clinical Development	Jun 05 '24	Option Exercise	10.21	7,245	73,971	7,245	Jun 07 04:12 PM
Mellion Michelle L	SVP, Clinical Development	Jun 06 '24	Option Exercise	10.21	1,411	14,406	1,411	Jun 07 04:12 PM
Mellion Michelle L	SVP, Clinical Development	Jun 05 '24	Sale	18.09	7,245	131,062	0	Jun 07 04:12 PM
Mellion Michelle L	SVP, Clinical Development	Jun 06 '24	Sale	18.00	1,411	25,398	0	Jun 07 04:12 PM
Svenstrup Niels	SVP, Chem. Mfg & Controls	May 17 '24	Sale	13.41	10,000	134,100	0	May 17 08:51 PM
RA CAPITAL MANAGEMENT, L.P.	Director	Feb 09 '24	Buy	10.64	2,557,593	27,212,790	9,179,273	Feb 13 04:33 PM
McArthur James G	President and CEO	Nov 30 '23	Buy	4.17	1,694	7,056	1,694	Dec 05 07:34 AM

Open in Screener

ADBE

Adobe Inc

Sep 06 • 04:00PM ET

563.41

Dollar change -4.52
Percentage change -0.80	%

Technology • Software - Infrastructure • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO QQQ SPY IVV VUG XLK VGT QUAL IWF

Index	NDX, S&P 500	P/E	50.60	EPS (ttm)	11.13	Insider Own	0.41%	Shs Outstand	455.00M	Perf Week	-1.09%
Market Cap	249.82B	Forward P/E	27.37	EPS next Y	20.58	Insider Trans	-2.13%	Shs Float	441.57M	Perf Month	9.69%
Income	5.08B	PEG	3.66	EPS next Q	4.53	Inst Own	84.22%	Short Float	1.18%	Perf Quarter	22.98%
Sales	20.42B	P/S	12.23	EPS this Y	13.03%	Inst Trans	-0.74%	Short Ratio	1.83	Perf Half Y	1.33%
Book/sh	33.06	P/B	17.04	EPS next Y	13.31%	ROA	17.56%	Short Interest	5.23M	Perf Year	0.26%
Cash/sh	18.19	P/C	30.98	EPS next 5Y	13.81%	ROE	34.22%	52W Range	433.97 - 638.25	Perf YTD	-5.56%
Dividend Est.	-	P/FCF	39.23	EPS past 5Y	17.86%	ROI	26.22%	52W High	-11.73%	Beta	1.29
Dividend TTM	-	Quick Ratio	1.16	Sales past 5Y	16.75%	Gross Margin	87.41%	52W Low	29.83%	ATR (14)	13.33
Dividend Ex-Date	Mar 24, 2005	Current Ratio	1.16	EPS Y/Y TTM	6.79%	Oper. Margin	35.38%	RSI (14)	54.64	Volatility	2.36% 2.10%
Employees	29945	Debt/Eq	0.41	Sales Y/Y TTM	11.73%	Profit Margin	24.87%	Recom	1.77	Target Price	610.04
Option/Short	Yes / Yes	LT Debt/Eq	0.30	EPS Q/Q	23.62%	Payout	0.00%	Rel Volume	0.73	Prev Close	567.93
Sales Surprise	0.33%	EPS Surprise	2.05%	Sales Q/Q	10.47%	Earnings	Sep 12 AMC	Avg Volume	2.86M	Price	563.41
SMA20	1.21%	SMA50	2.03%	SMA200	3.32%	Trades		Volume	2,076,676	Change	-0.80%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-04-24	Reiterated	Oppenheimer	Outperform	$580 → $625
Jun-14-24	Upgrade	JP Morgan	Neutral → Overweight	$570 → $580
Jun-10-24	Downgrade	Melius	Buy → Hold	$510
Mar-21-24	Initiated	KeyBanc Capital Markets	Underweight	$445
Jan-18-24	Downgrade	Exane BNP Paribas	Neutral → Underperform	$499
Dec-18-23	Upgrade	Barclays	Equal Weight → Overweight
Dec-08-23	Reiterated	BMO Capital Markets	Outperform	$670 → $690
Oct-26-23	Upgrade	Oppenheimer	Perform → Outperform	$660
Oct-26-23	Upgrade	DA Davidson	Neutral → Buy	$500 → $640
Sep-29-23	Initiated	HSBC Securities	Hold	$519
Sep-18-23	Reiterated	Goldman	Buy	$550 → $625
Sep-08-23	Upgrade	Mizuho	Neutral → Buy	$520 → $630
Aug-17-23	Upgrade	BofA Securities	Neutral → Buy	$575 → $630
Jul-31-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$510 → $660
Jun-21-23	Upgrade	BMO Capital Markets	Market Perform → Outperform	$500 → $570
Jun-09-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$420 → $525
Jan-18-23	Initiated	DA Davidson	Neutral	$350
Jan-17-23	Initiated	William Blair	Outperform
Sep-22-22	Initiated	MoffettNathanson	Hold	$354
Sep-19-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$425 → $310

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Adobe, Inc. engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers creative cloud services, which allow members to download and install the latest versions of products, such as Adobe Photoshop, Adobe Illustrator, Adobe Premiere Pro, Adobe Photoshop Lightroom and Adobe InDesign, as well as utilize other tools, such as Adobe Acrobat. The Digital Experience segment provides solutions, including analytics, social marketing, targeting, media optimization, digital experience management, and cross-channel campaign management, as well as premium video delivery and monetization. The Publishing and Advertising segment includes legacy products and services for eLearning solutions, technical document publishing, web application development, and high-end printing. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Durn Daniel	EVP & CFO	Aug 15 '24	Option Exercise	0.00	3,837	0	29,346	Aug 19 04:32 PM
Wadhwani David	President, Digital Media	Jul 24 '24	Option Exercise	0.00	606	0	12,640	Jul 26 04:46 PM
Rao Dana	EVP, Gen. Counsel & Secretary	Jul 24 '24	Option Exercise	0.00	792	0	18,836	Jul 26 04:46 PM
NARAYEN SHANTANU	Chair and CEO	Jul 24 '24	Option Exercise	0.00	2,562	0	383,322	Jul 26 04:46 PM
Durn Daniel	EVP & CFO	Jul 24 '24	Option Exercise	0.00	606	0	25,826	Jul 26 04:46 PM
Chen Gloria	EVP, Chief People Officer	Jul 24 '24	Option Exercise	0.00	826	0	31,745	Jul 26 04:46 PM
Chakravarthy Anil	President, DX	Jul 24 '24	Option Exercise	0.00	1,209	0	35,810	Jul 26 04:45 PM
Garfield Mark S.	SVP & CAO	Jul 24 '24	Option Exercise	0.00	192	0	2,939	Jul 26 04:45 PM
Garfield Mark S.	SVP & CAO	Jul 25 '24	Sale	537.00	97	52,089	2,797	Jul 26 04:45 PM
Belsky Scott	Chief Strategy Officer & EVP	Jul 24 '24	Option Exercise	0.00	1,075	0	20,474	Jul 26 04:45 PM
Belsky Scott	Chief Strategy Officer & EVP	Jul 25 '24	Sale	537.00	481	258,297	19,658	Jul 26 04:45 PM
Chen Gloria	EVP, Chief People Officer	Jul 15 '24	Option Exercise	0.00	1,212	0	31,337	Jul 17 06:39 PM
NARAYEN SHANTANU	Chair and CEO	Jul 15 '24	Option Exercise	0.00	3,465	0	382,035	Jul 17 06:38 PM
Wadhwani David	President, Digital Media	Jul 15 '24	Option Exercise	0.00	1,197	0	12,250	Jul 17 06:38 PM
Rao Dana	EVP, Gen. Counsel & Secretary	Jul 15 '24	Option Exercise	0.00	1,212	0	18,445	Jul 17 06:38 PM
Durn Daniel	EVP & CFO	Jul 15 '24	Option Exercise	0.00	1,783	0	25,560	Jul 17 06:37 PM
Garfield Mark S.	SVP & CAO	Jul 15 '24	Option Exercise	0.00	299	0	3,002	Jul 17 06:37 PM
Garfield Mark S.	SVP & CAO	Jul 16 '24	Sale	564.60	151	85,255	2,797	Jul 17 06:37 PM
Chakravarthy Anil	President, DX	Jul 15 '24	Option Exercise	0.00	1,197	0	35,115	Jul 17 06:36 PM
Belsky Scott	Chief Strategy Officer & EVP	Jul 15 '24	Option Exercise	0.00	1,567	0	22,205	Jul 17 06:36 PM
Belsky Scott	Chief Strategy Officer & EVP	Jul 15 '24	Sale	560.23	1,530	857,152	20,359	Jul 17 06:36 PM
Belsky Scott	Chief Strategy Officer & EVP	Jul 16 '24	Sale	564.60	701	395,785	19,658	Jul 17 06:36 PM
NARAYEN SHANTANU	Chair and CEO	Jun 27 '24	Sale	544.11	25,000	13,602,670	379,660	Jun 28 04:50 PM
Rao Dana	EVP, Gen. Counsel & Secretary	Jun 17 '24	Sale	525.51	6,765	3,555,075	17,540	Jun 20 04:29 PM
Wadhwani David	President, Digital Media	Jun 14 '24	Option Exercise	0.00	1,933	0	12,313	Jun 18 05:28 PM
Garfield Mark S.	SVP & CAO	Jun 14 '24	Option Exercise	0.00	521	0	3,231	Jun 18 05:27 PM
Garfield Mark S.	SVP & CAO	Jun 17 '24	Sale	525.51	264	138,735	2,740	Jun 18 05:27 PM
Garfield Mark S.	SVP & CAO	Jun 03 '24	Sale	447.58	594	265,644	2,740	Jun 04 05:34 PM
Durn Daniel	EVP & CFO	May 15 '24	Option Exercise	0.00	3,836	0	26,334	May 16 05:52 PM
Garfield Mark S.	SVP & CAO	May 06 '24	Sale	490.10	795	389,630	3,333	May 08 04:09 PM
Belsky Scott	Chief Strategy Officer & EVP	May 02 '24	Sale	474.30	2,713	1,286,776	21,114	May 03 04:57 PM
Chen Gloria	EVP, Chief People Officer	Apr 24 '24	Option Exercise	0.00	826	0	30,642	Apr 25 07:22 PM
Wadhwani David	President, Digital Media	Apr 24 '24	Option Exercise	0.00	606	0	10,680	Apr 25 07:22 PM
Rao Dana	EVP, Gen. Counsel & Secretary	Apr 24 '24	Option Exercise	0.00	793	0	24,515	Apr 25 07:21 PM
Belsky Scott	Chief Strategy Officer & EVP	Apr 24 '24	Option Exercise	0.00	1,075	0	24,162	Apr 25 07:20 PM
Chakravarthy Anil	President, DX	Apr 24 '24	Option Exercise	0.00	1,209	0	34,520	Apr 25 07:20 PM
Durn Daniel	EVP & CFO	Apr 24 '24	Option Exercise	0.00	606	0	22,815	Apr 25 07:19 PM
Garfield Mark S.	SVP & CAO	Apr 24 '24	Option Exercise	0.00	191	0	4,270	Apr 25 07:18 PM
Garfield Mark S.	SVP & CAO	Apr 25 '24	Sale	468.41	97	45,436	4,128	Apr 25 07:18 PM
NARAYEN SHANTANU	Chair and CEO	Apr 24 '24	Option Exercise	0.00	2,561	0	405,281	Apr 25 07:18 PM
Chakravarthy Anil	President, DX	Apr 22 '24	Sale	471.00	100	47,100	33,609	Apr 23 04:11 PM
CALDERONI FRANK	Director	Apr 17 '24	Option Exercise	0.00	836	0	31,184	Apr 19 06:53 PM
Desmond Laura	Director	Apr 17 '24	Option Exercise	0.00	836	0	31,102	Apr 19 06:52 PM
ROSENSWEIG DANIEL	Director	Apr 17 '24	Option Exercise	0.00	836	0	4,373	Apr 19 05:00 PM
Oberg Kathleen K.	Director	Apr 17 '24	Option Exercise	0.00	836	0	3,717	Apr 19 04:58 PM
Boulden Melanie	Director	Apr 17 '24	Option Exercise	0.00	836	0	2,432	Apr 19 04:56 PM
Biggs M. Brett	Director	Apr 17 '24	Option Exercise	0.00	836	0	1,645	Apr 19 04:56 PM
Neumann Spencer Adam	Director	Apr 17 '24	Option Exercise	0.00	836	0	1,645	Apr 19 04:40 PM
Ricks David A	Director	Apr 17 '24	Option Exercise	0.00	836	0	1,975	Apr 19 04:39 PM
Pandey Dheeraj	Director	Apr 17 '24	Option Exercise	0.00	836	0	4,387	Apr 19 04:39 PM
AMON CRISTIANO R	Director	Apr 17 '24	Option Exercise	0.00	289	0	289	Apr 19 04:38 PM
Banse Amy	Director	Apr 17 '24	Option Exercise	0.00	836	0	33,535	Apr 19 04:37 PM
Chen Gloria	EVP, Chief People Officer	Apr 15 '24	Option Exercise	0.00	1,211	0	30,234	Apr 17 04:54 PM
NARAYEN SHANTANU	Chair and CEO	Apr 15 '24	Option Exercise	0.00	3,463	0	403,994	Apr 17 04:53 PM
Wadhwani David	President, Digital Media	Apr 15 '24	Option Exercise	0.00	1,198	0	10,290	Apr 17 04:53 PM
Rao Dana	EVP, Gen. Counsel & Secretary	Apr 15 '24	Option Exercise	0.00	1,211	0	24,123	Apr 17 04:52 PM
Belsky Scott	Chief Strategy Officer & EVP	Apr 15 '24	Option Exercise	0.00	1,568	0	23,662	Apr 17 04:52 PM
Chakravarthy Anil	President, DX	Apr 15 '24	Option Exercise	0.00	1,198	0	33,925	Apr 17 04:51 PM
Durn Daniel	EVP & CFO	Apr 15 '24	Option Exercise	0.00	1,781	0	22,549	Apr 17 04:49 PM
Garfield Mark S.	SVP & CAO	Apr 15 '24	Option Exercise	0.00	299	0	4,278	Apr 17 04:49 PM
Garfield Mark S.	SVP & CAO	Apr 16 '24	Sale	470.00	96	45,120	4,128	Apr 17 04:49 PM
Garfield Mark S.	SVP & CAO	Mar 15 '24	Option Exercise	0.00	520	0	4,531	Mar 19 04:57 PM
Garfield Mark S.	SVP & CAO	Mar 18 '24	Sale	496.68	263	130,627	4,073	Mar 19 04:57 PM
Wadhwani David	President, Digital Media	Mar 14 '24	Option Exercise	0.00	1,933	0	10,427	Mar 18 08:56 PM
Durn Daniel	EVP & CFO	Feb 15 '24	Option Exercise	0.00	3,837	0	23,368	Feb 15 07:39 PM
Belsky Scott	Chief Strategy Officer & EVP	Jan 24 '24	Option Exercise	0.00	7,935	0	28,279	Jan 26 07:42 PM
Belsky Scott	Chief Strategy Officer & EVP	Jan 24 '24	Sale	601.71	2,191	1,318,347	23,508	Jan 26 07:42 PM
Belsky Scott	Chief Strategy Officer & EVP	Jan 25 '24	Sale	615.42	864	531,723	22,644	Jan 26 07:42 PM
Garfield Mark S.	SVP & CAO	Jan 24 '24	Option Exercise	0.00	1,563	0	5,390	Jan 26 07:41 PM
Garfield Mark S.	SVP & CAO	Jan 25 '24	Sale	615.42	788	484,951	4,055	Jan 26 07:41 PM
Rao Dana	EVP, Gen. Counsel & Secretary	Jan 24 '24	Option Exercise	0.00	6,138	0	24,958	Jan 26 07:41 PM
Wadhwani David	President, Digital Media	Jan 24 '24	Option Exercise	0.00	606	0	8,703	Jan 26 07:40 PM
NARAYEN SHANTANU	Chair and CEO	Jan 24 '24	Option Exercise	0.00	44,812	0	419,519	Jan 26 07:39 PM
Durn Daniel	EVP & CFO	Jan 24 '24	Option Exercise	0.00	606	0	19,848	Jan 26 07:39 PM
Chen Gloria	EVP, Chief People Officer	Jan 24 '24	Option Exercise	0.00	6,482	0	31,341	Jan 26 07:38 PM
Chakravarthy Anil	President, DX	Jan 24 '24	Option Exercise	0.00	9,219	0	36,464	Jan 26 07:37 PM
Wadhwani David	President, Digital Media	Jan 12 '24	Option Exercise	0.00	760	0	8,374	Jan 17 06:14 PM
Chakravarthy Anil	President, DX	Jan 12 '24	Option Exercise	0.00	760	0	28,845	Jan 17 06:13 PM
Durn Daniel	EVP & CFO	Jan 12 '24	Option Exercise	0.00	1,132	0	19,848	Jan 17 06:13 PM
Chen Gloria	EVP, Chief People Officer	Jan 12 '24	Option Exercise	0.00	770	0	26,282	Jan 17 06:12 PM
NARAYEN SHANTANU	Chair and CEO	Jan 12 '24	Option Exercise	0.00	2,200	0	380,128	Jan 17 06:12 PM
Rao Dana	EVP, Gen. Counsel & Secretary	Jan 12 '24	Option Exercise	0.00	770	0	20,344	Jan 17 06:11 PM
Belsky Scott	Chief Strategy Officer & EVP	Jan 12 '24	Option Exercise	0.00	996	0	22,463	Jan 17 06:10 PM
Garfield Mark S.	SVP & CAO	Jan 12 '24	Option Exercise	0.00	190	0	4,245	Jan 17 06:10 PM
Garfield Mark S.	SVP & CAO	Jan 17 '24	Sale	591.99	84	49,727	4,055	Jan 17 06:10 PM
Banse Amy	Director	Jan 05 '24	Buy	567.03	15	8,505	55	Jan 08 04:35 PM
Wadhwani David	President, Digital Media	Jan 03 '24	Sale	571.77	6,099	3,487,226	7,614	Jan 04 07:44 PM
Durn Daniel	EVP & CFO	Dec 22 '23	Sale	596.94	3,000	1,790,813	18,716	Dec 26 05:45 PM
NARAYEN SHANTANU	Chair and CEO	Dec 22 '23	Sale	598.28	32,000	19,145,000	377,928	Dec 26 05:36 PM
Garfield Mark S.	SVP & CAO	Dec 15 '23	Option Exercise	0.00	520	0	4,545	Dec 19 06:02 PM
Garfield Mark S.	SVP & CAO	Dec 18 '23	Sale	591.80	263	155,643	4,055	Dec 19 06:02 PM
Wadhwani David	President, Digital Media	Dec 14 '23	Option Exercise	0.00	1,933	0	14,671	Dec 18 08:04 PM
Chen Gloria	EVP, Chief People Officer	Nov 30 '23	Option Exercise	0.00	224	0	25,623	Dec 01 06:58 PM
Durn Daniel	EVP & CFO	Nov 15 '23	Option Exercise	0.00	3,836	0	23,724	Nov 16 05:57 PM
Chakravarthy Anil	President, DX	Oct 24 '23	Option Exercise	0.00	1,209	0	28,385	Oct 26 06:51 PM
Chen Gloria	EVP, Chief People Officer	Oct 24 '23	Option Exercise	0.00	1,141	0	25,609	Oct 26 06:50 PM
Durn Daniel	EVP & CFO	Oct 24 '23	Option Exercise	0.00	606	0	20,205	Oct 26 06:48 PM
NARAYEN SHANTANU	Chair and CEO	Oct 24 '23	Option Exercise	0.00	4,317	0	410,549	Oct 26 06:47 PM
Garfield Mark S.	SVP & CAO	Oct 24 '23	Option Exercise	0.00	227	0	4,216	Oct 26 06:44 PM
Garfield Mark S.	SVP & CAO	Oct 25 '23	Sale	533.56	116	61,893	4,055	Oct 26 06:44 PM

Open in Screener

CRM

Salesforce Inc

Sep 06 • 04:00PM ET

243.97

Dollar change -2.15
Percentage change -0.87	%

Technology • Software - Application • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO SPY IVV VUG XLK VGT DIA IWF IGV

Index	DJIA, S&P 500	P/E	42.48	EPS (ttm)	5.74	Insider Own	2.61%	Shs Outstand	971.00M	Perf Week	-5.07%
Market Cap	233.24B	Forward P/E	21.93	EPS next Y	11.12	Insider Trans	-3.57%	Shs Float	931.03M	Perf Month	1.64%
Income	5.63B	PEG	2.62	EPS next Q	2.43	Inst Own	83.58%	Short Float	1.50%	Perf Quarter	0.50%
Sales	36.47B	P/S	6.40	EPS this Y	22.63%	Inst Trans	-0.98%	Short Ratio	2.09	Perf Half Y	-19.33%
Book/sh	60.16	P/B	4.06	EPS next Y	10.36%	ROA	6.10%	Short Interest	13.97M	Perf Year	10.08%
Cash/sh	13.22	P/C	18.46	EPS next 5Y	16.23%	ROE	9.73%	52W Range	193.68 - 318.71	Perf YTD	-7.29%
Dividend Est.	0.85 (0.35%)	P/FCF	20.35	EPS past 5Y	24.06%	ROI	8.15%	52W High	-23.45%	Beta	1.30
Dividend TTM	0.80 (0.33%)	Quick Ratio	0.95	Sales past 5Y	21.44%	Gross Margin	69.80%	52W Low	25.97%	ATR (14)	6.69
Dividend Ex-Date	Jul 09, 2024	Current Ratio	0.95	EPS Y/Y TTM	260.24%	Oper. Margin	19.06%	RSI (14)	36.90	Volatility	2.57% 2.25%
Employees	72682	Debt/Eq	0.21	Sales Y/Y TTM	10.26%	Profit Margin	15.44%	Recom	1.63	Target Price	306.89
Option/Short	Yes / Yes	LT Debt/Eq	0.20	EPS Q/Q	14.29%	Payout	0.00%	Rel Volume	0.93	Prev Close	246.12
Sales Surprise	1.15%	EPS Surprise	8.72%	Sales Q/Q	8.39%	Earnings	Aug 28 AMC	Avg Volume	6.69M	Price	243.97
SMA20	-5.06%	SMA50	-4.11%	SMA200	-9.06%	Trades		Volume	6,241,265	Change	-0.87%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-29-24	Reiterated	BMO Capital Markets	Outperform	$265 → $305
May-30-24	Reiterated	Oppenheimer	Outperform	$325 → $280
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

Show Previous Ratings

Sep-06-24 12:33PM	Salesforce Stock Is on Pace for Longest Losing Streak Since 2008. An Acquisition Isnt Helping. (Barrons.com)
10:54AM	Salesforce Buys Own for $1.9B To Boost Data Security Portfolio (Investopedia)
09:21AM	Salesforce to buy Own Company for $1.9 billion; analysts really like the deal (Investing.com)
07:44AM	5 Things to Know Before the Stock Market Opens (Investopedia)
06:15AM	Salesforce to acquire Own for $1.9bn (Verdict)
08:00PM	Loading…
Sep-05-24 08:00PM	Salesforce Announces Quarterly Dividend (Business Wire)
05:27PM	Salesforce Agrees to Buy Startup Own for $1.9 Billion (Bloomberg)
04:35PM	Salesforce Signs Definitive Agreement to Acquire Own Company (Business Wire)
01:28PM	Exclusive: Marc Benioff has declared a hard pivot to autonomous AI agents. Will it be enough for Salesforce to thrive in the generative AI era? (Fortune)
09:24AM	Heres Why Salesforce (CRM) Traded Lower in Q2 (Insider Monkey)
08:46AM	13 Best American Tech Stocks To Buy According to Short Sellers (Insider Monkey)
07:30AM	Is Salesforce Stock a Buy Now? (Motley Fool)
Sep-04-24 03:34PM	Informatica CEO Amit Walia on Salesforce (CNBC TV)
02:02PM	Trade Tracker: Rob Sechan buys more Salesforce (CNBC TV)
01:34PM	Final Trades: Epam Systems, Salesforce, Charles Schwab and Wynn Resorts (CNBC TV)
04:15AM	Loading…
04:15AM	Salesforce brokers deal to acquire AI voice agents company Tenyx (Verdict)
Sep-03-24 08:12PM	Better Cloud Stock: Salesforce vs. MongoDB (Motley Fool)
05:38PM	Salesforce to acquire AI voice agent firm Tenyx, joining AI talent race (Reuters)
08:20AM	Dreamforce To Tout New AI Agent. Is Salesforce Stock A Buy? (Investor's Business Daily)
08:00AM	Navigating Market Uncertainty: Intrinsic Value of Salesforce Inc (GuruFocus.com)
06:57AM	Departing Salesforce CFO pulled off an extremely rare C-suite move (Fortune)
Sep-02-24 09:36PM	Jim Cramer Says Salesforce Inc. (CRM)'s New AI Initiative Will Lead To A Massive Expansion Of Gross Margins' (Insider Monkey)
05:00PM	Can AI Reinvigorate Salesforce's Growth and Stock Price? (Motley Fool)
09:15AM	Salesforce.com (CRM) Reliance on International Sales: What Investors Need to Know (Zacks)
09:00AM	Is Trending Stock Salesforce Inc. (CRM) a Buy Now? (Zacks)
Aug-31-24 04:06PM	Salesforce, Inc. (CRM): Among Goldman Sachs' Best Hedge Fund Stock Picks (Insider Monkey)
09:13AM	Kohl's Corporation (KSS): Jim Cramer's Go-To Stock For Success (Insider Monkey)
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Aug-30-24 08:19PM	Vertex Pharmaceutical Inc. (VRTX): Jim Cramer's Go-To Stock For Success (Insider Monkey)
06:36PM	Foot Locker Inc. (FL): Jim Cramer's Go-To Stock For Success (Insider Monkey)
04:59PM	Time to Buy Salesforce (CRM) Stock After Strong Q2 Results? (Zacks)
01:33PM	Salesforce 'margins expansion still the main story' (Investing.com)
01:33PM	Analysts reboot Salesforce stock price targets after earnings (TheStreet)
11:22AM	Wall Street grows weary of AI, but Big Tech is still all in (Yahoo Finance Video)
09:45AM	Why Salesforce.com (CRM) is a Top Growth Stock for the Long-Term (Zacks)
01:06AM	Decoding Salesforce Inc (CRM): A Strategic SWOT Insight (GuruFocus.com)
Aug-29-24 04:22PM	These Stocks Moved the Most Today: Nvidia, CrowdStrike, Super Micro, Affirm, Dollar General, Best Buy, Okta, Nutanix, and More (Barrons.com)
03:36PM	Why Salesforce Analysts Say They're Bullish on the Software Giant (Investopedia)
02:34PM	Controversial California bill to prevent AI disasters heads to Newsom despite pushback from Big Tech (Yahoo Finance)
11:23AM	Salesforce: Holiday sales to reach $1.19 trillion in 2024 (Chain Store Age)
11:02AM	These Stocks Are Moving the Most Today: Nvidia, CrowdStrike, Super Micro, Affirm, Dollar General, Best Buy, Okta, Nutanix, and More (Barrons.com)
10:46AM	Salesforce Stock Tops July Quarter Forecasts. Its CFO Will Step Down. (Barrons.com)
09:34AM	Salesforce Rises on Profit Outlook Driven By Cost Curbs (Bloomberg)
09:18AM	Nvidia earnings, Salesforce jumps, US GDP revised: 3 Things (Yahoo Finance Video)
09:00AM	Salesforce: For Holiday 2024, The Theme Will Be Value (Sourcing Journal)
08:01AM	Salesforce Stock Rises As Earnings, Revenue, Operating Margin Beat (Investor's Business Daily)
07:58AM	Watch These Salesforce Price Levels as Stock Jumps After Strong Earnings (Investopedia)
07:12AM	Salesforce gains as software firm bets on AI tools to power growth (Reuters)
06:18AM	Salesforce shares jump on better-than-feared print, raised profit guidance (Investing.com)
12:58AM	Analyst Report: Salesforce, Inc. (Morningstar Research)
Aug-28-24 10:30PM	Salesforce (CRM) Q2 2025 Earnings Call Transcript (Motley Fool)
09:05PM	Salesforce CEO Marc Benioff goes one-on-one with Jim Cramer (CNBC TV)
09:05PM	AgentForce delivers a level of automation our customers have never seen before, says Salesforce CEO (CNBC TV)
08:20PM	Salesforce CEO on robot sales agents, Microsoft's AI letdowns, and big earnings beat (Yahoo Finance)
07:58PM	Salesforce CEO Benioff touts earnings beat, AI opportunities (Yahoo Finance Video)
07:00PM	Salesforce has to get back into the M&A game: Analyst (Yahoo Finance Video)
06:00PM	Compared to Estimates, Salesforce.com (CRM) Q2 Earnings: A Look at Key Metrics (Zacks)
05:57PM	Salesforce in a position to capitalize heavily on AI: Analyst (Yahoo Finance Video)
05:39PM	Salesforce Finance Chief Weaver to Step Down (The Wall Street Journal)
05:15PM	Salesforce.com (CRM) Q2 Earnings and Revenues Surpass Estimates (Zacks)
05:06PM	Salesforce Stock Jumps on Second-Quarter Earnings Surprise (Investopedia)
04:35PM	Salesforce Stock Advances After Outlook Raise, Strong Quarterly Sales (The Wall Street Journal)
04:18PM	Salesforce Gives Annual Profit Outlook That Tops Expectations (Bloomberg)
04:17PM	Salesforce earnings top estimates, raises profit guidance (Yahoo Finance Video)
04:09PM	Salesforce.com: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:08PM	Salesforces (NYSE:CRM) Q2: Beats, Guidance Mixed (StockStory)
04:04PM	3-Stock Lunch: Salesforce, Chewy (CNBC TV)
04:01PM	Salesforce Announces Second Quarter Fiscal 2025 Results (Business Wire)
02:55PM	Big Tech Is Under Pressure Today. But So Is the Dow (Investopedia)
07:25AM	5 Things to Know Before the Stock Market Opens (Investopedia)
06:55AM	Do Hedge Funds Like Salesforce Inc (NYSE:CRM)? (Insider Monkey)
12:30AM	Salesforce Stock Has Gone Nowhere. Will Demand for Its AI Change That? (Barrons.com)
Aug-27-24 05:52PM	Analysts are Recommending These 10 AI Stocks (Insider Monkey)
04:24PM	Nvidia earnings, Kohl's Q2 results, Fespeak: What to Watch (Yahoo Finance Video)
01:46PM	Salesforce Results a Key Test for Software Stocks Spending on AI (Bloomberg)
12:54PM	Salesforce's AI efforts have been 'disappointing': Analyst (Yahoo Finance Video)
10:00AM	Salesforce Is a Resilient CRM Leader With Strong Growth and an Attractive Valuation (GuruFocus.com)
09:26AM	Salesforces Coming Earnings Will Offer a Look at AI, Too (Barrons.com)
09:01AM	Salesforce Inc (CRM) Q2 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
04:15AM	GoCardless for Salesforce launches on Salesforce AppExchange (Electronic Payments)
03:02AM	Salesforce (CRM) Reports Q2: Everything You Need To Know Ahead Of Earnings (StockStory)
02:18AM	Do You Believe in the Growth Potential of Salesforce (CRM)? (Insider Monkey)
Aug-26-24 01:17PM	Slowdown in Sales to Hurt Salesforce's (CRM) Q2 Earnings Growth (Zacks)
11:31AM	What You Need To Know Ahead of Salesforce's Earnings Report (Investopedia)
09:46AM	Do Options Traders Know Something About Salesforce (CRM) Stock We Don't? (Zacks)
09:30AM	Heres Why Jim Cramer is Bullish on Salesforce Inc (NYSE:CRM) (Insider Monkey)
08:20AM	Salesforce Earnings Due Amid Wait For AI Revenue Boost (Investor's Business Daily)
Aug-25-24 07:00AM	What To Expect in the Markets This Week (Investopedia)
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Aug-23-24 05:22PM	Nvidia earnings, July PCE, Fed's Bostic: What to Watch (Yahoo Finance Video)

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
Harris Parker	Co-Founder and CTO, Slack	Sep 03 '24	Option Exercise	118.04	3,528	416,445	121,109	Sep 05 04:36 PM
Harris Parker	Co-Founder and CTO, Slack	Sep 03 '24	Sale	250.59	3,528	884,095	117,581	Sep 05 04:36 PM
Harris Parker	Co-Founder and CTO, Slack	Aug 27 '24	Option Exercise	118.04	4,200	495,768	121,781	Aug 28 06:25 PM
Harris Parker	Co-Founder and CTO, Slack	Aug 27 '24	Sale	262.90	4,200	1,104,199	117,581	Aug 28 06:25 PM
Milano Miguel	President and CRO	Aug 22 '24	Option Exercise	0.00	6,650	0	6,650	Aug 23 09:06 PM
Milano Miguel	President and CRO	Aug 23 '24	Sale	262.95	2,934	771,482	3,716	Aug 23 09:06 PM
Niles Sabastian	President and CLO	Aug 22 '24	Option Exercise	0.00	6,650	0	6,650	Aug 23 09:04 PM
Niles Sabastian	President and CLO	Aug 23 '24	Sale	262.95	3,338	877,712	3,312	Aug 23 09:04 PM
Millham Brian	President and COO	Aug 22 '24	Option Exercise	200.77	4,056	814,320	4,056	Aug 23 07:40 PM
Millham Brian	President and COO	Aug 22 '24	Sale	261.50	4,056	1,060,644	0	Aug 23 07:40 PM
WEBB MAYNARD G JR	Director	Aug 22 '24	Option Exercise	0.00	330	0	10,533	Aug 23 07:37 PM
Washington Robin L	Director	Aug 22 '24	Option Exercise	0.00	330	0	41,145	Aug 23 07:33 PM
Roos John Victor	Director	Aug 22 '24	Option Exercise	0.00	330	0	14,537	Aug 23 07:29 PM
MUNOZ OSCAR	Director	Aug 22 '24	Option Exercise	0.00	330	0	7,356	Aug 23 07:21 PM
SACHIN J. MEHRA	Director	Aug 22 '24	Option Exercise	0.00	330	0	2,654	Aug 23 07:17 PM
KROES NEELIE	Director	Aug 22 '24	Option Exercise	0.00	330	0	10,172	Aug 23 07:09 PM
DONALD ARNOLD W	Director	Aug 22 '24	Option Exercise	0.00	330	0	3,104	Aug 23 05:29 PM
Conway Craig	Director	Aug 22 '24	Option Exercise	0.00	330	0	7,185	Aug 23 05:26 PM
ALBER LAURA	Director	Aug 22 '24	Option Exercise	0.00	330	0	5,090	Aug 23 05:14 PM
BRIAN MILLHAM	Officer	Aug 22 '24	Proposed Sale	261.50	4,056	1,060,644		Aug 22 04:27 PM
Harris Parker	Co-Founder and CTO, Slack	Aug 20 '24	Option Exercise	118.04	4,200	495,768	121,781	Aug 21 06:13 PM
Harris Parker	Co-Founder and CTO, Slack	Aug 20 '24	Sale	262.97	4,200	1,104,489	117,581	Aug 21 06:13 PM
Harris Parker	Co-Founder and CTO, Slack	Aug 13 '24	Option Exercise	118.04	4,200	495,768	121,781	Aug 14 06:07 PM
Harris Parker	Co-Founder and CTO, Slack	Aug 13 '24	Sale	254.57	4,200	1,069,194	117,581	Aug 14 06:07 PM
Harris Parker	Co-Founder and CTO, Slack	Aug 09 '24	Option Exercise	0.00	1,400	0	118,981	Aug 12 07:25 PM
Harris Parker	Co-Founder and CTO, Slack	Aug 09 '24	Sale	251.62	1,400	352,275	117,581	Aug 12 07:25 PM
Harris Parker	Co-Founder and CTO, Slack	Aug 06 '24	Option Exercise	118.04	2,800	330,512	120,381	Aug 07 05:00 PM
Harris Parker	Co-Founder and CTO, Slack	Aug 06 '24	Sale	241.22	2,800	675,420	117,581	Aug 07 05:00 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 30 '24	Option Exercise	118.04	4,200	495,768	121,781	Jul 31 04:53 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 30 '24	Sale	257.28	4,200	1,080,595	117,581	Jul 31 04:53 PM
Millham Brian	President and COO	Jul 25 '24	Option Exercise	215.17	2,018	434,213	2,018	Jul 26 04:44 PM
Millham Brian	President and COO	Jul 25 '24	Sale	260.00	2,018	524,680	0	Jul 26 04:44 PM
Millham Brian	President and COO	Jul 24 '24	Sale	253.63	969	245,767	0	Jul 25 04:37 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 23 '24	Option Exercise	118.04	4,200	495,768	121,781	Jul 24 08:25 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 23 '24	Sale	255.93	4,200	1,074,911	117,581	Jul 24 08:25 PM
Weaver Amy E	President and CFO	Jul 22 '24	Option Exercise	0.00	1,785	0	52,006	Jul 23 07:46 PM
Weaver Amy E	President and CFO	Jul 23 '24	Sale	255.78	897	229,433	51,109	Jul 23 07:46 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Jul 22 '24	Option Exercise	0.00	1,785	0	23,939	Jul 23 07:43 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Jul 23 '24	Sale	255.78	897	229,433	23,042	Jul 23 07:43 PM
SCHMAIER R DAVID	Pres. & Chief Product Officer	Jul 22 '24	Option Exercise	0.00	2,299	0	21,711	Jul 23 07:40 PM
SCHMAIER R DAVID	Pres. & Chief Product Officer	Jul 23 '24	Sale	255.78	1,155	295,424	20,556	Jul 23 07:40 PM
Reddy Sundeep G.	EVP & Chief Accounting Officer	Jul 22 '24	Option Exercise	0.00	910	0	6,844	Jul 23 07:37 PM
Reddy Sundeep G.	EVP & Chief Accounting Officer	Jul 23 '24	Sale	255.78	413	105,637	6,431	Jul 23 07:37 PM
Millham Brian	President and COO	Jul 22 '24	Option Exercise	95.36	3,984	379,921	3,984	Jul 23 07:34 PM
Millham Brian	President and COO	Jul 22 '24	Sale	248.75	2,037	506,704	1,947	Jul 23 07:34 PM
Millham Brian	President and COO	Jul 23 '24	Sale	255.78	978	250,152	969	Jul 23 07:34 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 22 '24	Option Exercise	0.00	1,785	0	118,478	Jul 23 07:31 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 23 '24	Sale	255.78	897	229,433	117,581	Jul 23 07:31 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 16 '24	Option Exercise	118.04	4,200	495,768	120,893	Jul 17 04:48 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 16 '24	Sale	254.90	4,200	1,070,572	116,693	Jul 17 04:48 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 09 '24	Option Exercise	118.04	4,200	495,768	120,893	Jul 10 04:29 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 09 '24	Sale	252.75	4,200	1,061,539	116,693	Jul 10 04:29 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 02 '24	Option Exercise	118.04	4,200	495,768	120,893	Jul 03 06:08 PM
Harris Parker	Co-Founder and CTO, Slack	Jul 02 '24	Sale	256.24	4,200	1,076,196	116,693	Jul 03 06:08 PM
Millham Brian	President and COO	Jun 28 '24	Option Exercise	215.17	2,018	434,213	2,018	Jul 01 05:01 PM
Millham Brian	President and COO	Jun 28 '24	Sale	260.00	2,018	524,680	0	Jul 01 05:01 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 27 '24	Option Exercise	118.04	5,600	661,024	122,293	Jun 28 07:47 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 27 '24	Sale	250.17	5,600	1,400,945	116,693	Jun 28 07:47 PM
Millham Brian	President and COO	Jun 25 '24	Sale	242.00	1,662	402,204	0	Jun 26 05:16 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 25 '24	Option Exercise	118.04	2,800	330,512	119,493	Jun 26 05:12 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 25 '24	Sale	241.42	2,800	675,980	116,693	Jun 26 05:12 PM
Millham Brian	President and COO	Jun 24 '24	Option Exercise	186.51	2,038	380,107	3,700	Jun 25 05:08 PM
Millham Brian	President and COO	Jun 24 '24	Sale	243.19	2,038	495,621	1,662	Jun 25 05:08 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Jun 22 '24	Option Exercise	0.00	1,873	0	23,096	Jun 24 07:56 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Jun 24 '24	Sale	242.32	942	228,269	22,154	Jun 24 07:56 PM
SCHMAIER R DAVID	Pres. & Chief Product Officer	Jun 22 '24	Option Exercise	0.00	1,256	0	20,043	Jun 24 07:54 PM
SCHMAIER R DAVID	Pres. & Chief Product Officer	Jun 24 '24	Sale	242.32	631	152,906	19,412	Jun 24 07:54 PM
Reddy Sundeep G.	EVP & Chief Accounting Officer	Jun 22 '24	Option Exercise	0.00	143	0	5,999	Jun 24 07:52 PM
Reddy Sundeep G.	EVP & Chief Accounting Officer	Jun 24 '24	Sale	242.32	65	15,751	5,934	Jun 24 07:52 PM
Millham Brian	President and COO	Jun 22 '24	Option Exercise	0.00	3,340	0	3,340	Jun 24 07:50 PM
Millham Brian	President and COO	Jun 24 '24	Sale	242.32	1,678	406,618	1,662	Jun 24 07:50 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 22 '24	Option Exercise	0.00	1,873	0	117,635	Jun 24 07:48 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 24 '24	Sale	242.32	942	228,269	116,693	Jun 24 07:48 PM
Weaver Amy E	President and CFO	Jun 22 '24	Option Exercise	0.00	1,873	0	51,163	Jun 24 07:46 PM
Weaver Amy E	President and CFO	Jun 24 '24	Sale	242.32	942	228,269	50,221	Jun 24 07:46 PM
MUNOZ OSCAR	Director	Jun 21 '24	Buy	243.69	2,051	499,806	7,026	Jun 24 06:01 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 18 '24	Option Exercise	118.04	2,800	330,512	118,562	Jun 20 06:23 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 18 '24	Sale	230.68	2,800	645,915	115,762	Jun 20 06:23 PM
Conway Craig	Director	Jun 11 '24	Sale	239.64	6,000	1,437,815	6,855	Jun 12 05:31 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 11 '24	Option Exercise	118.04	2,800	330,512	118,562	Jun 12 05:14 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 11 '24	Sale	240.40	2,800	673,126	115,762	Jun 12 05:14 PM
Benioff Marc	Chair and CEO	Jun 10 '24	Sale	241.74	15,000	3,626,076	12,162,457	Jun 11 06:15 PM
Benioff Marc	Chair and CEO	Jun 07 '24	Sale	242.49	15,000	3,637,398	12,210,327	Jun 10 09:42 PM
Benioff Marc	Chair and CEO	Jun 06 '24	Sale	243.44	15,000	3,651,583	12,332,327	Jun 07 04:29 PM
Benioff Marc	Chair and CEO	Jun 05 '24	Sale	234.32	15,000	3,514,738	12,347,327	Jun 06 04:15 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 04 '24	Option Exercise	118.04	2,800	330,512	118,562	Jun 05 05:35 PM
Harris Parker	Co-Founder and CTO, Slack	Jun 04 '24	Sale	235.99	2,800	660,763	115,762	Jun 05 05:35 PM
Benioff Marc	Chair and CEO	Jun 04 '24	Sale	235.71	15,000	3,535,652	12,362,327	Jun 05 05:27 PM
Morfit G Mason	Director	Jun 03 '24	Buy	233.17	428,000	99,796,760	3,914,309	Jun 05 04:01 PM
Benioff Marc	Chair and CEO	Jun 03 '24	Sale	233.92	15,000	3,508,785	12,377,327	Jun 04 04:19 PM
Benioff Marc	Chair and CEO	May 31 '24	Sale	224.75	15,000	3,371,314	12,392,327	Jun 03 04:34 PM
Benioff Marc	Chair and CEO	May 30 '24	Sale	216.66	15,000	3,249,840	12,407,327	May 31 05:07 PM
Benioff Marc	Chair and CEO	May 29 '24	Sale	271.05	15,000	4,065,729	12,422,327	May 30 04:56 PM
Harris Parker	Co-Founder and CTO, Slack	May 28 '24	Option Exercise	118.04	4,200	495,768	119,962	May 29 04:26 PM
Harris Parker	Co-Founder and CTO, Slack	May 28 '24	Sale	269.26	4,200	1,130,888	115,762	May 29 04:26 PM
Benioff Marc	Chair and CEO	May 28 '24	Sale	269.32	15,000	4,039,789	12,437,327	May 29 04:20 PM
Benioff Marc	Chair and CEO	May 24 '24	Sale	271.73	15,000	4,075,924	12,452,327	May 28 04:57 PM
Benioff Marc	Chair and CEO	May 23 '24	Sale	280.06	15,000	4,200,857	12,467,327	May 24 04:49 PM
Millham Brian	President and COO	May 22 '24	Option Exercise	206.73	6,162	1,273,874	6,162	May 23 05:13 PM
Millham Brian	President and COO	May 22 '24	Sale	283.41	6,162	1,746,372	0	May 23 05:13 PM

Open in Screener

CRNX

Crinetics Pharmaceuticals Inc

Sep 06 • 04:00PM ET

50.39

Dollar change -0.59
Percentage change -1.16	%

Healthcare • Biotechnology • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

CRNX Crinetics Pharmaceuticals Inc daily Stock Chart

Held by: VTI IWM XBI VXF IWO IBB SCHA VTWO VHT FTHI

Index	RUT	P/E	-	EPS (ttm)	-3.77	Insider Own	6.10%	Shs Outstand	80.04M	Perf Week	-4.38%
Market Cap	4.03B	Forward P/E	-	EPS next Y	-3.89	Insider Trans	-8.89%	Shs Float	75.15M	Perf Month	4.33%
Income	-258.54M	PEG	-	EPS next Q	-0.91	Inst Own	100.51%	Short Float	8.61%	Perf Quarter	9.93%
Sales	0.00M	P/S	-	EPS this Y	-0.22%	Inst Trans	1.26%	Short Ratio	8.54	Perf Half Y	18.56%
Book/sh	10.47	P/B	4.81	EPS next Y	-5.28%	ROA	-42.08%	Short Interest	6.47M	Perf Year	203.92%
Cash/sh	10.78	P/C	4.67	EPS next 5Y	-	ROE	-47.66%	52W Range	15.76 - 55.78	Perf YTD	41.62%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-10.59%	ROI	-29.49%	52W High	-9.66%	Beta	0.65
Dividend TTM	-	Quick Ratio	16.09	Sales past 5Y	64.83%	Gross Margin	-105.50%	52W Low	219.73%	ATR (14)	2.06
Dividend Ex-Date	-	Current Ratio	16.09	EPS Y/Y TTM	-10.61%	Oper. Margin	0.00%	RSI (14)	43.82	Volatility	4.33% 3.83%
Employees	290	Debt/Eq	0.06	Sales Y/Y TTM	-100.00%	Profit Margin	-	Recom	1.21	Target Price	69.21
Option/Short	Yes / Yes	LT Debt/Eq	0.06	EPS Q/Q	0.21%	Payout	-	Rel Volume	0.68	Prev Close	50.98
Sales Surprise	-14.62%	EPS Surprise	-9.44%	Sales Q/Q	-	Earnings	Aug 08 AMC	Avg Volume	757.39K	Price	50.39
SMA20	-3.51%	SMA50	-1.30%	SMA200	16.00%	Trades		Volume	517,265	Change	-1.16%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-06-24	Initiated	Citigroup	Buy	$68
Jan-16-24	Initiated	Morgan Stanley	Overweight	$50
Dec-21-23	Initiated	Jefferies	Hold	$35
Nov-20-23	Resumed	JP Morgan	Overweight	$35
Oct-24-23	Resumed	Cantor Fitzgerald	Overweight	$52 → $50
Aug-31-23	Initiated	Oppenheimer	Outperform	$40
Apr-24-23	Initiated	Piper Sandler	Overweight	$56
Mar-30-23	Initiated	Robert W. Baird	Outperform	$48
Nov-30-21	Initiated	JMP Securities	Mkt Outperform	$43
Nov-23-21	Initiated	Evercore ISI	Outperform	$68
Jun-18-21	Upgrade	JP Morgan	Neutral → Overweight	$28
Dec-23-19	Initiated	ROTH Capital	Buy	$37
Feb-14-19	Initiated	H.C. Wainwright	Buy	$35
Aug-13-18	Initiated	Piper Jaffray	Overweight	$40
Aug-13-18	Initiated	Leerink Partners	Outperform	$43
Aug-13-18	Initiated	JP Morgan	Neutral	$29

Show Previous Ratings

Sep-05-24 01:07AM	Crinetics Pharmaceuticals, Inc. (CRNX): Among the Best Mid-Cap Healthcare Stocks To Buy Now (Insider Monkey)
Sep-02-24 06:05PM	10 Best Mid-Cap Healthcare Stocks To Buy Now (Insider Monkey)
Aug-29-24 04:05PM	Crinetics Pharmaceuticals to Participate in Two Upcoming Investor Conferences (GlobeNewswire)
Aug-28-24 07:01PM	Insider Sale: Chief Scientific Officer Stephen Betz Sells 3,000 Shares of Crinetics ... (GuruFocus.com)
Aug-14-24 07:02PM	Insider Sale: Chief Scientific Officer Stephen Betz Sells 3,000 Shares of Crinetics ... (GuruFocus.com)
04:05PM	Loading…
Aug-12-24 04:05PM	Crinetics Pharmaceuticals Announces August 2024 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Aug-08-24 09:57PM	CRNX Stock Earnings: Crinetics Pharmaceuticals Misses EPS, Misses Revenue for Q2 2024 (InvestorPlace) +5.05% -6.11%
06:00PM	Crinetics Pharmaceuticals, Inc. (CRNX) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
04:05PM	Crinetics Pharmaceuticals Reports Second Quarter 2024 Financial Results and Provides Business Update (GlobeNewswire)
08:30AM	Crinetics Launches ACRO/TRUTH Educational Initiative to Raise Awareness of Acromegaly Treatment Challenges (GlobeNewswire)
Aug-01-24 10:01AM	Crinetics Pharmaceuticals, Inc. (CRNX) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release (Zacks)
Jul-26-24 07:00PM	Insider Sale: Chief Scientific Officer Stephen Betz Sells Shares of Crinetics Pharmaceuticals ... (GuruFocus.com)
Jul-18-24 04:05PM	Crinetics Pharmaceuticals to Report Second Quarter 2024 Financial Results on August 8, 2024 (GlobeNewswire)
Jul-12-24 07:01PM	Insider Sale: Chief Scientific Officer Stephen Betz Sells Shares of Crinetics Pharmaceuticals ... (GuruFocus.com)
Jul-10-24 07:29PM	Crinetics Pharmaceuticals Announces July 2024 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +5.33%
07:00PM	Loading…
Jun-26-24 07:00PM	Insider Sale: Chief Scientific Officer Stephen Betz Sells Shares of Crinetics Pharmaceuticals ... (GuruFocus.com) -5.97%
02:11PM	7 Biotech Stocks to Boost Your Portfolio to Peak Health (InvestorPlace)
Jun-18-24 04:30PM	EY Announces Scott Struthers, Ph.D., CEO and Founder of Crinetics Pharmaceuticals, as an Entrepreneur Of The Year 2024 Pacific Southwest Award Winner (GlobeNewswire)
Jun-12-24 02:38AM	Insider Sale at Crinetics Pharmaceuticals Inc (CRNX): Chief Scientific Officer Stephen Betz ... (GuruFocus.com) +6.60%
Jun-10-24 06:35PM	Crinetics Pharmaceuticals Announces June 2024 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Jun-03-24 12:16PM	Crinetics Unveils 'Stunning' Results In Highly Anticipated Study (Investor's Business Daily)
12:00PM	Crinetics Presents New Data at ENDO 2024 that Increases Body of Evidence Positioning Once-Daily, Oral Paltusotine as Potential First-Choice Treatment Option for Acromegaly (GlobeNewswire)
12:00PM	Crinetics Announces Positive Initial Findings at ENDO 2024 for Atumelnant in Two Ongoing, Open-Label Studies for the Treatment of Congenital Adrenal Hyperplasia (CAH) and ACTH-Dependent Cushing's Syndrome (ADCS) (GlobeNewswire)
May-31-24 02:46AM	Insider Sale: Chief Scientific Officer Stephen Betz Sells 3,000 Shares of Crinetics ... (GuruFocus.com)
May-30-24 04:05PM	Crinetics Pharmaceuticals Appoints Robert M. Cuddihy, M.D., as Senior Vice President of Medical Affairs (GlobeNewswire)
May-22-24 08:00AM	Crinetics Pharmaceuticals Announces Early Release of ENDO 2024 Late-Breaking Abstracts (GlobeNewswire)
May-16-24 05:23PM	Stanley Druckenmiller Bet On Biotech, Financial Services in Q1, Trimmed Nvidia Stake (Investopedia)
May-13-24 10:53AM	Crinetics Pharmaceuticals, Inc. (NASDAQ:CRNX) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 05:38PM	Crinetics Pharmaceuticals Announces May 2024 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
05:03PM	Crinetics Pharmaceuticals Insider Sold Shares Worth $5,307,931, According to a Recent SEC Filing (MT Newswires)
12:47PM	Loading…
12:47PM	Crinetics Pharmaceuticals Inc (CRNX) Reports Q1 2024 Financial Results (GuruFocus.com)
May-09-24 08:55PM	CRNX Stock Earnings: Crinetics Pharmaceuticals Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:35PM	Crinetics Pharmaceuticals, Inc. (CRNX) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
05:03PM	Crinetics Pharmaceuticals Q1 Net Loss Widens (MT Newswires)
04:05PM	Crinetics Pharmaceuticals Reports First Quarter 2024 Financial Results and Provides Business Update (GlobeNewswire)
May-08-24 04:05PM	Crinetics Pharmaceuticals to Present Advancements from Atumelnant (CRN04894) and Paltusotine Development Programs at ENDO 2024 (GlobeNewswire) +6.78%
May-07-24 08:55AM	Piper Sandler Adjusts Price Target on Crinetics Pharmaceuticals to $97 From $56, Maintains Overweight Rating (MT Newswires)
May-02-24 04:05PM	Crinetics Pharmaceuticals to Report First Quarter 2024 Financial Results on May 9, 2024 (GlobeNewswire)
Apr-11-24 04:05PM	Crinetics Pharmaceuticals Announces April 2024 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) -7.16%
Mar-28-24 08:10AM	Insiders Are Dumping These 5 Healthcare Stocks (Insider Monkey) +5.36%
Mar-26-24 07:01PM	Insider Sell: COO Jeff Knight Sells 32,359 Shares of Crinetics Pharmaceuticals Inc (CRNX) (GuruFocus.com)
Mar-22-24 07:02PM	Insider Sell: Chief Medical and Development Officer Dana Pizzuti Sells 15,089 Shares of ... (GuruFocus.com)
07:02PM	Director Matthew Fust Sells 60,000 Shares of Crinetics Pharmaceuticals Inc (CRNX) (GuruFocus.com)
Mar-21-24 02:32AM	Crinetics Pharmaceuticals Inc CFO Marc Wilson Sells 6,942 Shares (GuruFocus.com)
Mar-20-24 11:46AM	Crinetics (CRNX) Up as Second Acromegaly Study Meets Goals (Zacks)
05:14AM	Crinetics Pharmaceuticals (CRNX) Stock Jumps 19.1%: Will It Continue to Soar? (Zacks)
Mar-19-24 04:48PM	Endocrine Disease-Focused Crinetics Pharmaceuticals Stock Soars On Tuesday - Here's Why (Benzinga) +19.11%
04:03PM	Crinetics Stock Jets 19% Higher, Reversing A Three-Week Decline On Its Phase 3 Win (Investor's Business Daily)
08:08AM	Biotech Stock Crinetics Jets Higher On Second Phase 3 Trial Win (Investor's Business Daily)
06:16AM	UPDATE 2-Crinetics' hormonal disorder drug succeeds in late-stage study (Reuters)
06:08AM	Crinetics Pharma's hormonal disorder drug meets main goal in late-stage study (Reuters)
06:00AM	Crinetics' Once-Daily Oral Paltusotine Achieved the Primary and All Secondary Endpoints in the Phase 3 PATHFNDR-2 Study in Acromegaly Patients (GlobeNewswire)
Mar-12-24 04:05PM	Crinetics Announces Positive Topline Results from Phase 2 Trial of Paltusotine for the Treatment of Carcinoid Syndrome (GlobeNewswire)
Mar-11-24 04:05PM	Crinetics Pharmaceuticals Announces March 2024 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Mar-01-24 08:57AM	Crinetics Pharmaceuticals, Inc. (NASDAQ:CRNX) Q4 2023 Earnings Call Transcript (Insider Monkey) +12.43%
Feb-28-24 04:36PM	Crinetics Pharmaceuticals Inc (CRNX) Reports Increased R&D Investment Amidst Net Loss ... (GuruFocus.com) +5.66%
04:05PM	Crinetics Pharmaceuticals Reports Fourth Quarter and Full Year 2023 Financial Results and Provides Corporate Update (GlobeNewswire)
08:00AM	Crinetics Pharmaceuticals Announces Oversubscribed $350 Million Private Placement (GlobeNewswire)
Feb-15-24 03:14AM	Steven Cohen Adjusts Position in Crinetics Pharmaceuticals Inc (GuruFocus.com)
Feb-14-24 04:05PM	Crinetics Pharmaceuticals to Report Fourth Quarter and Full Year 2023 Financial Results on February 28, 2024 (GlobeNewswire)
Feb-12-24 04:05PM	Crinetics Pharmaceuticals Announces February 2024 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) -8.42%
Jan-26-24 11:01PM	Crinetics Pharmaceuticals Inc's Chief Scientific Officer Sells Company Shares (GuruFocus.com)
Jan-13-24 05:03AM	Crinetics Pharmaceuticals Inc Insider Sells Shares (GuruFocus.com)
Jan-10-24 04:33PM	Crinetics Pharmaceuticals Announces January 2024 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Jan-05-24 03:03AM	Insider Sell: Chief Med and Dev Officer Dana Pizzuti Sells 14,375 Shares of Crinetics ... (GuruFocus.com)
Jan-03-24 08:00AM	Crinetics Pharmaceuticals to Participate in the 42nd Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Dec-29-23 07:02AM	Crinetics Pharmaceuticals Inc's Chief Scientific Officer Sells Shares (GuruFocus.com)
Dec-23-23 05:01AM	Insider Sell: Chief Med and Dev Officer Dana Pizzuti Sells 9,583 Shares of Crinetics ... (GuruFocus.com)
Dec-18-23 04:05PM	Crinetics Announces Positive Initial Findings from Ongoing Open-Label Phase 2 Study of Paltusotine for the Treatment of Carcinoid Syndrome (GlobeNewswire) +11.49%
Dec-11-23 04:05PM	Crinetics Pharmaceuticals Announces December 2023 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Dec-03-23 05:25AM	12 Stocks Billionaire Steve Cohen Just Bought and Sold (Insider Monkey)
Nov-20-23 04:05PM	Crinetics Pharmaceuticals to Participate in Upcoming Investor Conferences (GlobeNewswire)
Nov-17-23 08:39AM	Billionaire Steve Cohen Goes Big on These 2 Strong Buy Stocks Heres Why You Should Follow (TipRanks) +5.82%
Nov-10-23 05:00PM	Crinetics Pharmaceuticals Announces November 2023 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +5.01%
Nov-09-23 05:45AM	Crinetics Pharmaceuticals Inc (CRNX) Reports Q3 2023 Results: Phase 3 Success and Financial Growth (GuruFocus.com) -6.19%
Nov-08-23 09:55AM	Wall Street Analysts See a 56.94% Upside in Crinetics Pharmaceuticals, Inc. (CRNX): Can the Stock Really Move This High? (Zacks)
08:50AM	Here's What Could Help Crinetics Pharmaceuticals, Inc. (CRNX) Maintain Its Recent Price Strength (Zacks)
Nov-07-23 04:05PM	Crinetics Pharmaceuticals Reports Third Quarter 2023 Financial Results and Provides Corporate Update (GlobeNewswire)
Nov-04-23 05:03AM	Insider Sell: CFO Marc Wilson Sells 10,000 Shares of Crinetics Pharmaceuticals Inc (CRNX) (GuruFocus.com)
Oct-23-23 09:55AM	Wall Street Analysts Think Crinetics Pharmaceuticals, Inc. (CRNX) Could Surge 55.53%: Read This Before Placing a Bet (Zacks)
08:50AM	What Makes Crinetics Pharmaceuticals, Inc. (CRNX) a Good Fit for 'Trend Investing' (Zacks)
Oct-20-23 01:02AM	Insider Sell: Chief Medical Officer Alan Krasner Sells 7,000 Shares of Crinetics Pharmaceuticals Inc (GuruFocus.com) +5.92%
Oct-11-23 09:00AM	Young Adults and Pancreatic Cancer: What the 80% Rise in Diagnoses Means for Future Treatment (PR Newswire)
Oct-10-23 05:00PM	Crinetics Pharmaceuticals Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Oct-03-23 07:00AM	7 Speculative Stocks Set to Explode Higher (InvestorPlace)
Sep-28-23 11:18AM	Crinetics (CRNX) Stock Surges 70% in a Month: Here's Why (Zacks)
Sep-20-23 08:00AM	Crinetics Pharmaceuticals to Participate in the Cantor Global Healthcare Conference 2023 (GlobeNewswire)
Sep-15-23 08:37AM	Why Crinetics Pharmaceuticals Stock Soared This Week (Motley Fool)
Sep-12-23 10:26PM	Crinetics Pharmaceuticals Announces Pricing of Upsized Public Offering of Common Stock (GlobeNewswire) +17.29% -6.70%
Sep-11-23 04:04PM	Crinetics Pharmaceuticals Just Scored A Much-Needed Win And Soared 63% (Investor's Business Daily) +63.31%
04:01PM	Crinetics Pharmaceuticals Announces Proposed Public Offering of Common Stock (GlobeNewswire)
12:57PM	Why Shares of Crinetics Pharmaceuticals Are Jumping Monday (Motley Fool)
06:00AM	Crinetics Pharmaceuticals Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
05:43AM	Crinetics shares surge after "positive" hormonal disorder drug trial results (Investing.com)
Sep-10-23 10:00AM	Crinetics Once-Daily Oral Paltusotine Achieved the Primary and All Secondary Endpoints in the Phase 3 PATHFNDR-1 Study Evaluating Treatment of Patients with Acromegaly (GlobeNewswire)
Sep-05-23 08:55PM	Oppenheimer Says These 2 Stocks Could Double Your Money Heres Why They Could Jump (TipRanks)
Aug-13-23 09:02AM	Will Crinetics Pharmaceuticals (NASDAQ:CRNX) Spend Its Cash Wisely? (Simply Wall St.)
Aug-10-23 05:34PM	Crinetics Pharmaceuticals Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Aug-08-23 07:00AM	Crinetics Pharmaceuticals Reports Second Quarter 2023 Financial Results and Provides Corporate Update (GlobeNewswire)
Jul-31-23 08:01AM	Crinetics Hosting Key Opinion Leader Webinar to Discuss the Current Treatment Landscape and Unmet Need in Acromegaly (GlobeNewswire)

Crinetics Pharmaceuticals, Inc. operates as a clinical stage pharmaceutical company focused on the discovery, development, and commercialization of novel therapeutics for rare endocrine diseases and endocrine-related tumors. Its product candidate, CRN00808, is an oral nonpeptide somatostatin agonist for the treatment of acromegaly. The firm is also developing other oral nonpeptide somatostatin agonists for neuroendocrine tumors and hyperinsulinism, as well as an oral nonpeptide ACTH antagonist for the treatment of Cushing's disease. The company was founded by R. Scott Struthers, Yun-Fei Zhu and Stephen F. Betz in 2008 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Betz Stephen F.	Chief Scientific Officer	Aug 26 '24	Sale	53.19	3,000	159,570	69,611	Aug 28 04:31 PM
Betz Stephen F.	Officer	Aug 26 '24	Proposed Sale	53.19	3,000	159,570		Aug 26 01:16 PM
Betz Stephen F.	Chief Scientific Officer	Aug 12 '24	Sale	47.68	3,000	143,040	72,611	Aug 14 04:30 PM
Betz Stephen F.	Officer	Aug 12 '24	Proposed Sale	47.68	3,000	143,050		Aug 12 11:35 AM
Betz Stephen F.	Chief Scientific Officer	Jul 25 '24	Sale	53.43	3,000	160,290	75,611	Jul 26 04:38 PM
Wilson Marc	CFO	Jul 25 '24	Option Exercise	9.28	19,056	176,840	130,148	Jul 26 04:24 PM
Wilson Marc	CFO	Jul 25 '24	Sale	53.88	19,056	1,026,737	111,092	Jul 26 04:24 PM
Knight Jeff E.	Chief Operating Officer	Jul 15 '24	Option Exercise	22.59	26,073	589,116	78,653	Jul 17 05:35 PM
Knight Jeff E.	Chief Operating Officer	Jul 15 '24	Sale	55.00	27,000	1,485,000	51,653	Jul 17 05:35 PM
Wilson Marc	CFO	Jul 15 '24	Option Exercise	20.02	25,000	500,500	136,092	Jul 17 05:14 PM
Wilson Marc	CFO	Jul 15 '24	Sale	55.00	25,000	1,375,000	111,092	Jul 17 05:14 PM
Betz Stephen F.	Chief Scientific Officer	Jul 10 '24	Sale	48.55	3,000	145,650	78,611	Jul 12 04:30 PM
Hassard James	Chief Commercial Officer	Jul 05 '24	Option Exercise	19.73	15,000	295,950	44,259	Jul 09 06:04 PM
Hassard James	Chief Commercial Officer	Jul 05 '24	Sale	44.08	15,000	661,200	29,259	Jul 09 06:04 PM
Pizzuti Dana	Chief Med and Dev Officer	Jul 03 '24	Option Exercise	16.89	14,375	242,794	42,882	Jul 05 04:30 PM
Pizzuti Dana	Chief Med and Dev Officer	Jul 03 '24	Sale	44.87	14,375	645,006	28,507	Jul 05 04:30 PM
Wilson Marc	CFO	Jun 28 '24	Option Exercise	9.28	32,129	298,157	143,221	Jul 02 04:32 PM
Wilson Marc	CFO	Jun 28 '24	Sale	43.61	32,129	1,401,146	111,092	Jul 02 04:32 PM
Knight Jeff E.	Chief Operating Officer	Jun 26 '24	Sale	44.38	956	42,427	52,580	Jun 28 05:31 PM
Betz Stephen F.	Chief Scientific Officer	Jun 25 '24	Sale	45.37	3,000	136,110	80,643	Jun 26 04:32 PM
Pizzuti Dana	Chief Med and Dev Officer	Jun 24 '24	Option Exercise	16.89	9,500	160,455	37,286	Jun 25 05:03 PM
Pizzuti Dana	Chief Med and Dev Officer	Jun 24 '24	Sale	45.73	9,500	434,435	27,786	Jun 25 05:03 PM
Hassard James	Chief Commercial Officer	Jun 21 '24	Option Exercise	19.73	15,000	295,950	44,259	Jun 24 05:08 PM
Hassard James	Chief Commercial Officer	Jun 21 '24	Sale	44.66	15,000	669,900	29,259	Jun 24 05:08 PM
Betz Stephen F.	Chief Scientific Officer	Jun 10 '24	Sale	43.86	3,000	131,580	83,643	Jun 11 04:35 PM
Betz Stephen F.	Chief Scientific Officer	May 28 '24	Sale	47.49	3,000	142,470	86,643	May 30 04:28 PM
Betz Stephen F.	Chief Scientific Officer	May 10 '24	Sale	49.43	3,000	148,290	89,643	May 14 06:29 PM
Struthers Richard Scott	President & CEO	May 08 '24	Option Exercise	9.28	107,448	997,117	364,933	May 10 04:57 PM
Struthers Richard Scott	President & CEO	May 08 '24	Sale	49.40	107,448	5,307,931	257,485	May 10 04:57 PM
Pizzuti Dana	Chief Med and Dev Officer	Apr 15 '24	Option Exercise	16.89	14,375	242,794	42,161	Apr 17 04:36 PM
Pizzuti Dana	Chief Med and Dev Officer	Apr 15 '24	Sale	44.47	14,375	639,256	27,786	Apr 17 04:36 PM
Struthers Richard Scott	President & CEO	Apr 15 '24	Option Exercise	1.91	20,000	38,200	257,835	Apr 17 04:30 PM
Struthers Richard Scott	President & CEO	Apr 04 '24	Option Exercise	9.28	40,951	380,025	278,786	Apr 08 05:09 PM
Struthers Richard Scott	President & CEO	Apr 04 '24	Sale	49.17	40,951	2,013,561	237,835	Apr 08 05:09 PM
Okey Stephanie	Director	Mar 28 '24	Option Exercise	18.29	17,500	320,075	23,500	Apr 02 04:35 PM
Okey Stephanie	Director	Mar 28 '24	Sale	46.38	17,500	811,650	6,000	Apr 02 04:35 PM
Knight Jeff E.	Chief Operating Officer	Mar 22 '24	Option Exercise	23.98	30,000	719,400	84,939	Mar 26 04:30 PM
Knight Jeff E.	Chief Operating Officer	Mar 22 '24	Sale	44.31	32,359	1,433,675	52,580	Mar 26 04:30 PM
Pizzuti Dana	Chief Med and Dev Officer	Mar 20 '24	Option Exercise	16.89	14,375	242,794	38,500	Mar 22 04:52 PM
Pizzuti Dana	Chief Med and Dev Officer	Mar 20 '24	Sale	44.06	15,089	664,763	27,786	Mar 22 04:52 PM
Fust Matthew K	Director	Mar 20 '24	Option Exercise	20.92	60,000	1,254,975	36,036	Mar 22 04:31 PM
Fust Matthew K	Director	Mar 20 '24	Sale	44.14	60,000	2,648,150	18,536	Mar 22 04:31 PM
Wilson Marc	CFO	Mar 19 '24	Sale	42.91	6,942	297,881	110,630	Mar 20 06:32 PM
Betz Stephen F.	Chief Scientific Officer	Jan 25 '24	Sale	37.26	3,000	111,780	73,298	Jan 26 05:50 PM
Betz Stephen F.	Chief Scientific Officer	Jan 10 '24	Sale	37.65	3,000	112,950	76,298	Jan 12 04:12 PM
Pizzuti Dana	Chief Med and Dev Officer	Jan 03 '24	Option Exercise	16.89	14,375	242,794	20,286	Jan 04 04:45 PM
Pizzuti Dana	Chief Med and Dev Officer	Jan 03 '24	Sale	35.00	14,375	503,125	5,911	Jan 04 04:45 PM
Wilson Marc	CFO	Jan 02 '24	Option Exercise	9.28	10,000	92,800	106,055	Jan 04 04:43 PM
Wilson Marc	CFO	Jan 02 '24	Sale	35.47	10,000	354,700	96,055	Jan 04 04:43 PM
Betz Stephen F.	Chief Scientific Officer	Dec 26 '23	Sale	35.89	3,000	107,670	79,298	Dec 27 05:20 PM
Pizzuti Dana	Chief Med and Dev Officer	Dec 21 '23	Option Exercise	16.89	9,583	161,857	15,494	Dec 22 06:45 PM
Pizzuti Dana	Chief Med and Dev Officer	Dec 21 '23	Sale	34.57	9,583	331,284	5,911	Dec 22 06:45 PM
Betz Stephen F.	Chief Scientific Officer	Dec 11 '23	Sale	32.87	3,000	98,610	82,298	Dec 13 04:44 PM
Betz Stephen F.	Chief Scientific Officer	Nov 27 '23	Sale	31.84	3,000	95,520	85,298	Nov 29 04:31 PM
Struthers Richard Scott	President & CEO	Nov 09 '23	Option Exercise	1.91	50,000	95,500	185,522	Nov 13 04:33 PM
Struthers Richard Scott	President & CEO	Nov 03 '23	Option Exercise	9.28	199,082	1,847,481	334,604	Nov 06 06:02 PM
Struthers Richard Scott	President & CEO	Nov 02 '23	Option Exercise	9.28	918	8,519	136,440	Nov 06 06:02 PM
Struthers Richard Scott	President & CEO	Nov 03 '23	Sale	30.56	199,082	6,083,946	135,522	Nov 06 06:02 PM
Struthers Richard Scott	President & CEO	Nov 02 '23	Sale	29.95	918	27,494	135,522	Nov 06 06:02 PM
Wilson Marc	CFO	Nov 01 '23	Option Exercise	9.28	10,000	92,800	105,601	Nov 03 07:38 PM
Wilson Marc	CFO	Nov 01 '23	Sale	28.75	10,000	287,500	95,601	Nov 03 07:38 PM
Krasner Alan Seth	Chief Medical Officer	Oct 17 '23	Option Exercise	12.01	7,000	84,070	50,210	Oct 19 05:01 PM
Krasner Alan Seth	Chief Medical Officer	Oct 17 '23	Sale	30.00	7,000	210,000	43,210	Oct 19 05:01 PM

Open in Screener

PTGX

Protagonist Therapeutics Inc

Sep 06 • 04:00PM ET

41.50

Dollar change -0.52
Percentage change -1.24	%

Healthcare • Biotechnology • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

PTGX Protagonist Therapeutics Inc daily Stock Chart

Held by: IJR IWM VTI XBI VXF IWO SPSM IJT IBB SCHA

Index	RUT	P/E	15.80	EPS (ttm)	2.63	Insider Own	5.55%	Shs Outstand	57.71M	Perf Week	-1.87%
Market Cap	2.44B	Forward P/E	-	EPS next Y	-0.54	Insider Trans	-2.31%	Shs Float	55.64M	Perf Month	15.95%
Income	169.95M	PEG	-	EPS next Q	-0.63	Inst Own	96.72%	Short Float	5.57%	Perf Quarter	21.99%
Sales	319.12M	P/S	7.66	EPS this Y	228.46%	Inst Trans	-9.27%	Short Ratio	3.21	Perf Half Y	34.35%
Book/sh	9.21	P/B	4.50	EPS next Y	-130.46%	ROA	36.35%	Short Interest	3.10M	Perf Year	109.81%
Cash/sh	9.58	P/C	4.33	EPS next 5Y	-	ROE	40.69%	52W Range	13.72 - 43.76	Perf YTD	80.99%
Dividend Est.	-	P/FCF	10.59	EPS past 5Y	4.38%	ROI	30.77%	52W High	-5.16%	Beta	2.17
Dividend TTM	-	Quick Ratio	13.73	Sales past 5Y	2462.45%	Gross Margin	98.94%	52W Low	202.48%	ATR (14)	1.56
Dividend Ex-Date	-	Current Ratio	13.73	EPS Y/Y TTM	204.10%	Oper. Margin	47.71%	RSI (14)	56.34	Volatility	3.74% 3.58%
Employees	112	Debt/Eq	0.02	Sales Y/Y TTM	36565.08%	Profit Margin	53.26%	Recom	1.17	Target Price	47.00
Option/Short	Yes / Yes	LT Debt/Eq	0.02	EPS Q/Q	26.28%	Payout	-	Rel Volume	0.49	Prev Close	42.02
Sales Surprise	32.63%	EPS Surprise	16.02%	Sales Q/Q	-	Earnings	Aug 06 BMO	Avg Volume	965.54K	Price	41.50
SMA20	0.71%	SMA50	8.46%	SMA200	40.77%	Trades		Volume	475,572	Change	-1.24%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-30-23	Initiated	CapitalOne	Overweight	$32
May-25-23	Resumed	Jefferies	Buy	$30 → $40
Aug-25-22	Initiated	JMP Securities	Mkt Outperform	$21
Feb-11-22	Initiated	BTIG Research	Buy	$55
Oct-12-21	Upgrade	JP Morgan	Neutral → Overweight	$49 → $55
Oct-11-21	Upgrade	Northland Capital	Market Perform → Outperform	$40
Sep-20-21	Downgrade	JP Morgan	Overweight → Neutral	$60 → $49
May-24-21	Initiated	Northland Capital	Outperform	$42
May-24-21	Initiated	JMP Securities	Mkt Outperform	$48
Jan-06-21	Initiated	JP Morgan	Overweight
Dec-16-20	Initiated	Piper Sandler	Overweight	$53
Sep-18-20	Reiterated	H.C. Wainwright	Buy	$28 → $33
Jul-15-20	Initiated	Jefferies	Buy	$27
May-18-20	Reiterated	H.C. Wainwright	Buy	$23 → $28
Jul-08-19	Initiated	H.C. Wainwright	Buy	$23
May-09-19	Upgrade	Stifel	Hold → Buy	$11 → $17
Dec-06-18	Initiated	Nomura	Buy	$13
Jan-29-18	Initiated	Stifel	Buy	$32
Jul-21-17	Initiated	BTIG Research	Buy	$36

Show Previous Ratings

Sep-03-24 07:30AM	Protagonist Therapeutics to Participate in the H.C. Wainwright 26th Annual Global Investment Conference 2024 (ACCESSWIRE)
Aug-06-24 01:53PM	PTGX Stock Earnings: Protagonist Therapeutics Beats EPS, Misses Revenue for Q2 2024 (InvestorPlace)
08:20AM	Protagonist Therapeutics (PTGX) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
07:18AM	Protagonist Therapeutics: Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	Protagonist Reports Second Quarter 2024 Financial Results and Provides Corporate Update (ACCESSWIRE)
08:00AM	Loading…
Aug-01-24 08:00AM	RETRANSMISSION: Preclinical and Clinical Pharmacokinetic, Pharmacodynamic, and Safety Data of Targeted Oral Peptide JNJ-2113 Published in Scientific Reports (ACCESSWIRE)
07:00AM	Preclinical and Clinical Pharmacokinetic, Pharmacodynamic, and Safety Data of Targeted Oral Peptide JNJ-2113 Published in Scientific Reports (ACCESSWIRE)
Jul-31-24 09:15AM	Protagonist Announces Appointment of Newman Yeilding, M.D. as Chief Scientific Advisor (ACCESSWIRE)
Jul-22-24 07:00AM	Protagonist Therapeutics to Participate in the BTIG Virtual Biotechnology Conference 2024 (ACCESSWIRE)
Jul-18-24 08:50AM	Protagonist Therapeutics (PTGX) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Jul-11-24 06:00AM	3 Growth Stocks No One Is Watching (But They Should Be) (InvestorPlace)
Jun-28-24 04:07PM	Protagonist Therapeutics Surges On Plans To Join S&P SmallCap 600 (Investor's Business Daily) +8.69%
12:11PM	Nike, Kura Sushi fall; Infinera, Protagonist Therapeutics rise, Friday, 6/28/2024 (Associated Press)
Jun-27-24 05:44PM	Protagonist Therapeutics Set to Join S&P SmallCap 600 (PR Newswire)
01:43PM	Is Protagonist Therapeutics, Inc. (PTGX) a Good Healthcare Stock to Buy? (Insider Monkey)
10:12PM	Loading…
Jun-26-24 10:12PM	10 Best Healthcare Stocks to Buy Under $50 (Insider Monkey)
Jun-14-24 03:00AM	Protagonist Reports Updated Long Term Results from Rusfertide Phase 2 REVIVE Study at the EHA2024 Congress Showing Durable Hematocrit Control (ACCESSWIRE)
Jun-05-24 01:35PM	The 3 Best Biotech Stocks to Buy in June 2024 (InvestorPlace) +16.10%
May-31-24 07:30AM	Protagonist Therapeutics to Participate in the Jefferies Global Healthcare Conference 2024 (ACCESSWIRE)
May-14-24 04:05PM	Protagonist Therapeutics Announces Oral Presentation on Long-Term Follow-up of Rusfertide Phase 2 REVIVE Study Open Label Extension at the European Hematology Association 2024 Congress (ACCESSWIRE) +6.28%
May-07-24 11:53PM	PTGX Stock Earnings: Protagonist Therapeutics Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace) +5.12%
09:04PM	Protagonist Therapeutics Inc (PTGX) Surpasses Q1 Revenue Estimates with Strategic Collaborations (GuruFocus.com)
04:23PM	Protagonist Therapeutics: Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	Protagonist Therapeutics to Participate in the Citizens JMP Life Sciences Conference and the Capital One 1st Annual Biotech/Biopharma Disruptors Event (ACCESSWIRE)
04:05PM	Protagonist Reports First Quarter 2024 Financial Results and Provides Corporate Update (ACCESSWIRE)
Apr-16-24 09:00AM	Turnstone Biologics Appoints William Waddill to its Board of Directors (GlobeNewswire)
Apr-05-24 12:00PM	All You Need to Know About Protagonist Therapeutics (PTGX) Rating Upgrade to Buy (Zacks)
Apr-03-24 01:52AM	Protagonist Therapeutics Inc CEO Sells 25,000 Shares (GuruFocus.com)
Mar-26-24 07:00AM	Protagonist Therapeutics Provides Update on VERIFY Patient Enrollment and Timing of Top-line Data (ACCESSWIRE)
Mar-18-24 09:55AM	Wall Street Analysts Think Protagonist Therapeutics (PTGX) Could Surge 48.38%: Read This Before Placing a Bet (Zacks)
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07:00AM	Protagonist Therapeutics Announces Closing of Worldwide Rusfertide License and Collaboration Agreement with Takeda (ACCESSWIRE)
Mar-11-24 07:00AM	Late-Breaking Presentation at American Academy of Dermatology 2024 Annual Meeting Shows that JNJ-2113, the First and Only Investigational Targeted Oral Peptide, Maintained Skin Clearance in Moderate-To-Severe Plaque Psoriasis Through One Year (ACCESSWIRE)
Mar-06-24 04:05PM	Protagonist Therapeutics to Participate in Upcoming Investor Conferences (ACCESSWIRE)
Mar-01-24 12:20PM	Earnings Estimates Moving Higher for Protagonist Therapeutics (PTGX): Time to Buy? (Zacks) +5.83%
12:00PM	Protagonist Therapeutics (PTGX) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
12:00PM	Are You Looking for a Top Momentum Pick? Why Protagonist Therapeutics (PTGX) is a Great Choice (Zacks)
09:55AM	Wall Street Analysts Believe Protagonist Therapeutics (PTGX) Could Rally 37.16%: Here's is How to Trade (Zacks)
08:50AM	Recent Price Trend in Protagonist Therapeutics (PTGX) is Your Friend, Here's Why (Zacks)
Feb-27-24 04:38PM	Protagonist Therapeutics: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Protagonist Reports Fourth Quarter and Full Year 2023 Financial Results and Provides Corporate Update (ACCESSWIRE)
Feb-21-24 05:00PM	New England Journal of Medicine Publishes Results of Positive Randomized Phase 2 REVIVE Trial of Rusfertide in Treatment of Polycythemia Vera (ACCESSWIRE)
Feb-20-24 04:05PM	Protagonist Therapeutics Reports Granting of Inducement Awards (ACCESSWIRE)
Feb-15-24 03:13AM	Steven Cohen Adjusts Position in Protagonist Therapeutics Inc (GuruFocus.com)
Feb-07-24 05:00PM	New England Journal of Medicine Publishes Efficacy and Safety Data of Targeted Oral Peptide JNJ-2113 in a Phase 2b Moderate-To-Severe Plaque Psoriasis Study (ACCESSWIRE)
Feb-02-24 01:03PM	Protagonist (PTGX) Up 14% on Licensing Deal With Takeda (Zacks) -7.12%
Feb-01-24 06:35AM	Takeda pays $300M to license Protagonist drug for blood disorder (BioPharma Dive) +14.03%
Jan-31-24 04:05PM	Takeda and Protagonist Therapeutics, Inc. Enter into Worldwide License and Collaboration Agreement for Rusfertide, a Late-Stage Rare Hematology Asset (ACCESSWIRE)
Jan-29-24 07:30AM	Protagonist Therapeutics to Participate in Fireside Chat at Guggenheim Healthcare Talks 2024 (ACCESSWIRE) +6.78%
Jan-12-24 03:02AM	Insider Suneel Gupta Sells 5,000 Shares of Protagonist Therapeutics Inc (PTGX) (GuruFocus.com) +6.06%
Jan-03-24 07:30AM	Protagonist Therapeutics to Participate in the 42nd Annual J.P. Morgan Healthcare Conference (ACCESSWIRE)
Dec-16-23 11:01AM	Insider Sell Alert: CEO PATEL DINESH V PH D Sells 75,000 Shares of Protagonist Therapeutics Inc ... (GuruFocus.com)
Dec-13-23 07:30AM	Protagonist Earns $10 Million Payment for Achievement of Clinical Milestone in Phase 2b ANTHEM-UC Study of JNJ-2113 in Adults with Moderately to Severely Active Ulcerative Colitis (ACCESSWIRE)
Dec-12-23 09:04AM	Protagonist Reports 2-Year Follow Up Data from Rusfertide REVIVE Study at the ASH Annual Meeting Showing Durable Efficacy and No New Safety Signals (ACCESSWIRE)
Nov-27-23 09:00AM	Protagonist Announces Two New Phase 3 ICONIC Studies in Psoriasis Evaluating JNJ-2113 in Head-to-Head Comparisons with Deucravacitinib (ACCESSWIRE)
Nov-16-23 04:05PM	Protagonist Therapeutics Reports Granting of Inducement Awards (ACCESSWIRE)
05:50AM	Looking for Stocks to Buy? Here Are the Companies Johnson & Johnson Is Betting the Most On (Motley Fool)
Nov-09-23 03:55PM	Protagonist Therapeutics Ranked in the Top 3% of Fastest-Growing Companies in North America on the 2023 Deloitte Technology Fast 500(TM) (ACCESSWIRE) -5.82%
09:55AM	Does Protagonist Therapeutics (PTGX) Have the Potential to Rally 141.08% as Wall Street Analysts Expect? (Zacks)
Nov-04-23 05:42AM	Protagonist Therapeutics Inc (PTGX) Reports Q3 2023 Financial Results (GuruFocus.com)
Nov-02-23 06:24PM	Protagonist Therapeutics: Q3 Earnings Snapshot (Associated Press Finance) +8.05%
04:05PM	Protagonist Reports Third Quarter 2023 Financial Results and Provides Corporate Update (ACCESSWIRE)
09:05AM	Protagonist Therapeutics Announces Abstracts Selected for Oral and Poster Presentations at the American Society of Hematology 2023 Annual Meeting (ACCESSWIRE)
Nov-01-23 04:05PM	Protagonist Announces Achievement of $50M Milestone Event After Third Patient is Dosed in Phase 3 Study of JNJ-2113 in Moderate-to-Severe Psoriasis (ACCESSWIRE)
07:30AM	Protagonist Therapeutics to Participate in Upcoming Investor Conferences (ACCESSWIRE)
Oct-30-23 04:05PM	Protagonist Therapeutics Announces Appointment of Daniel Swisher to Its Board of Directors (ACCESSWIRE)
Oct-09-23 07:00AM	Protagonist Announces Advancement of JNJ-2113 Across Multiple Indications (ACCESSWIRE)
Oct-03-23 04:05PM	Protagonist Therapeutics Reports Granting of Inducement Award (ACCESSWIRE)
Sep-05-23 07:30AM	Protagonist Therapeutics to Present at Upcoming Investor Conferences (ACCESSWIRE)
Aug-16-23 04:05PM	Protagonist Therapeutics Reports Granting of Inducement Award (ACCESSWIRE)
Aug-09-23 07:00AM	Protagonist Receives $34 Million from Warrant Exercises (ACCESSWIRE)
Aug-03-23 04:48PM	Protagonist Therapeutics: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Protagonist Reports Second Quarter 2023 Financial Results and Provides Corporate Update (ACCESSWIRE)
Jul-18-23 04:05PM	Protagonist Therapeutics Reports Granting of Inducement Award (ACCESSWIRE)
Jul-05-23 09:33AM	Protagonist Therapeutics-Janssen Partnered Psoriasis Candidate Fall Short Of Rival Treatment (Benzinga)
Jul-04-23 03:30AM	Protagonist Therapeutics Announces Positive Topline Results with JNJ-2113, the First and Only Oral IL-23 Receptor Antagonist Peptide in Development for Moderate-to-Severe Plaque Psoriasis (ACCESSWIRE)
Jun-30-23 08:50AM	Protagonist Therapeutics (PTGX) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
Jun-15-23 09:55AM	Wall Street Analysts Predict a 25.35% Upside in Protagonist Therapeutics (PTGX): Here's What You Should Know (Zacks)
Jun-13-23 08:50AM	Here's Why Momentum in Protagonist Therapeutics (PTGX) Should Keep going (Zacks)
Jun-09-23 08:05AM	Clinical Response and Durability of Response of Rusfertide (PTG-300) in Polycythemia Vera Featured Today at EHA Press Briefing; Protagonist Therapeutics Plans a Follow-on Two-Year Extension Study to Enable Further Evaluation of the Long-Term Effects of Rusfertide in PV (ACCESSWIRE)
Jun-06-23 07:30AM	Protagonist Therapeutics Announces Acceptance of Late-Breaking Abstract for Oral Presentation at 2023 European Hematology Association (EHA) Congress (ACCESSWIRE)
Jun-01-23 04:01PM	Protagonist Therapeutics to Participate in the 2023 Jefferies Healthcare Conference (ACCESSWIRE) +5.45%
May-26-23 09:55AM	How Much Upside is Left in Protagonist Therapeutics (PTGX)? Wall Street Analysts Think 38.01% (Zacks)
May-12-23 03:14PM	Promising Phase 1 Results: Protagonist Therapeutics and Janssen Biotech Unlock New Potential in Colitis and Inflammation Treatment (Benzinga)
07:00AM	Protagonist Reports Positive Results from Phase 1 and Pre-clinical Studies of Oral Interleukin-23 Receptor Antagonist JNJ-2113 (PR Newswire)
May-11-23 04:05PM	Protagonist Therapeutics to Participate in the JMP Securities Life Sciences Conference (PR Newswire)
10:17AM	Protagonist Therapeutics Announces Presentations at the 2023 Annual Congress of the European Hematology Association (PR Newswire)
May-05-23 04:03PM	Protagonist, A Top 1% Biotech, Briefly Breaks Out On Psoriasis Enthusiasm (Investor's Business Daily) +5.13%
May-04-23 05:02PM	Protagonist Therapeutics: Q1 Earnings Snapshot (AP Finance)
04:05PM	Protagonist Reports First Quarter 2023 Financial Results and Provides Corporate Update (PR Newswire)
Apr-20-23 09:51PM	Why Shares of Protagonist Therapeutics Rose This Week (Motley Fool)
Apr-17-23 06:35AM	Protagonist Therapeutics, Inc.'s (NASDAQ:PTGX) Business Is Yet to Catch Up With Its Share Price (Simply Wall St.) +10.03%
Apr-04-23 10:45PM	Protagonist Therapeutics Announces Pricing of $100 Million Public Offering of Shares of Common Stock (ACCESSWIRE) -5.57% -16.38%
04:11PM	Protagonist Therapeutics Announces Proposed Underwritten Public Offering of Common Stock (ACCESSWIRE)
Mar-21-23 03:49AM	Strength Seen in Nurix Therapeutics, Inc. (NRIX): Can Its 5.7% Jump Turn into More Strength? (Zacks)
Mar-20-23 06:08AM	Analysts Just Made A Major Revision To Their Protagonist Therapeutics, Inc. (NASDAQ:PTGX) Revenue Forecasts (Simply Wall St.)
Mar-17-23 06:06AM	Protagonist Therapeutics (NASDAQ:PTGX) Is In A Good Position To Deliver On Growth Plans (Simply Wall St.)
Mar-15-23 04:01PM	Protagonist Therapeutics Reports Fourth Quarter and Full Year 2022 Financial Results and Provides Corporate Update (ACCESSWIRE)
01:39PM	Protagonist Therapeutics Touts Positive Data From Bone Marrow Disorder Study (Benzinga)
07:30AM	Protagonist Therapeutics Announces Highly Statistically Significant Results from the Randomized Withdrawal Portion of the REVIVE Study of Rusfertide in Polycythemia Vera (ACCESSWIRE)
Mar-09-23 11:14AM	Biotech Stock Roundup: PTGX Gains on Study Data, BMRN Faces Setback & More (Zacks)

Protagonist Therapeutics, Inc. a clinical-stage biopharmaceutical company, which engages in discovering and developing peptide-based therapeutic drugs to address unmet medical needs. Its product pipeline includes PTG-300, PTG-200, and PN-943. The company was founded by Mark L. Smythe on August 22, 2006 and is headquartered in Newark, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Waddill William D.	Director	Jul 24 '24	Option Exercise	12.88	8,000	103,040	20,000	Jul 26 04:31 PM
Waddill William D.	Director	Jul 24 '24	Sale	40.00	8,000	320,000	12,000	Jul 26 04:31 PM
Waddill William D.	Director	Jun 07 '24	Option Exercise	12.88	8,000	103,040	20,000	Jun 11 04:30 PM
Waddill William D.	Director	Jun 07 '24	Sale	35.00	8,000	280,000	12,000	Jun 11 04:30 PM
PATEL DINESH V PH D	President and CEO	Jun 07 '24	Sale	35.19	35,000	1,231,650	515,415	Jun 11 04:30 PM
Ali Asif	Chief Financial Officer	Apr 18 '24	Sale	25.11	1,234	30,986	37,163	Apr 19 08:05 PM
PATEL DINESH V PH D	President and CEO	Apr 01 '24	Sale	28.31	25,000	707,750	549,590	Apr 02 08:29 PM
SELICK HAROLD E	Director	Mar 07 '24	Option Exercise	1.89	6,490	12,266	27,996	Mar 11 08:00 PM
PATEL DINESH V PH D	President and CEO	Mar 01 '24	Sale	31.62	30,000	948,600	574,590	Mar 01 08:46 PM
Waddill William D.	Director	Mar 01 '24	Option Exercise	6.09	12,975	79,018	24,975	Mar 01 08:45 PM
Waddill William D.	Director	Mar 01 '24	Sale	31.34	12,975	406,636	12,000	Mar 01 08:45 PM
Ali Asif	Chief Financial Officer	Mar 01 '24	Option Exercise	12.17	12,000	146,040	52,645	Mar 01 08:45 PM
Ali Asif	Chief Financial Officer	Mar 01 '24	Sale	32.24	14,248	459,318	38,397	Mar 01 08:45 PM
Ali Asif	Chief Financial Officer	Feb 29 '24	Sale	30.69	9,939	305,048	40,645	Mar 01 08:45 PM
Gupta Suneel	Chief Development Officer	Jan 09 '24	Option Exercise	7.38	5,000	36,900	192,567	Jan 11 08:00 PM
Gupta Suneel	Chief Development Officer	Jan 09 '24	Sale	25.00	5,000	125,000	187,567	Jan 11 08:00 PM
MOLINA ARTURO MD	Chief Medical Officer	Nov 15 '23	Sale	16.24	1,848	30,012	22,527	Jan 04 08:09 PM
PATEL DINESH V PH D	President and CEO	Dec 13 '23	Sale	20.08	75,000	1,506,000	534,347	Dec 15 04:30 PM
Gupta Suneel	Chief Development Officer	Oct 19 '23	Option Exercise	7.38	20,000	147,600	168,317	Oct 23 04:31 PM
PATEL DINESH V PH D	President and CEO	Oct 18 '23	Option Exercise	4.21	6,000	25,260	609,347	Oct 19 04:55 PM

Open in Screener

QDEL

QuidelOrtho Corporation

Sep 06 • 04:00PM ET

43.45

Dollar change -1.05
Percentage change -2.36	%

Healthcare • Medical Devices • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

QDEL QuidelOrtho Corporation daily Stock Chart

Held by: IJR VTI VB VXF IJS SPSM AVUV VBR IHI VBK

Index	-	P/E	-	EPS (ttm)	-27.79	Insider Own	13.79%	Shs Outstand	66.70M	Perf Week	-0.30%
Market Cap	2.92B	Forward P/E	14.30	EPS next Y	3.04	Insider Trans	-31.17%	Shs Float	57.96M	Perf Month	9.75%
Income	-1859.40M	PEG	-	EPS next Q	0.33	Inst Own	84.87%	Short Float	6.86%	Perf Quarter	2.04%
Sales	2.83B	P/S	1.03	EPS this Y	-56.96%	Inst Trans	0.56%	Short Ratio	3.37	Perf Half Y	-2.86%
Book/sh	47.30	P/B	0.92	EPS next Y	70.92%	ROA	-24.40%	Short Interest	3.97M	Perf Year	-44.14%
Cash/sh	1.59	P/C	27.30	EPS next 5Y	7.20%	ROE	-45.48%	52W Range	29.74 - 79.96	Perf YTD	-41.04%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-33.45%	52W High	-45.66%	Beta	0.07
Dividend TTM	-	Quick Ratio	0.79	Sales past 5Y	59.83%	Gross Margin	40.45%	52W Low	46.12%	ATR (14)	1.75
Dividend Ex-Date	-	Current Ratio	1.44	EPS Y/Y TTM	-4184.55%	Oper. Margin	3.46%	RSI (14)	55.22	Volatility	4.88% 3.66%
Employees	7100	Debt/Eq	0.87	Sales Y/Y TTM	-10.37%	Profit Margin	-65.72%	Recom	2.12	Target Price	54.00
Option/Short	Yes / Yes	LT Debt/Eq	0.75	EPS Q/Q	-176.39%	Payout	-	Rel Volume	0.55	Prev Close	44.50
Sales Surprise	3.83%	EPS Surprise	69.97%	Sales Q/Q	-4.07%	Earnings	Jul 31 AMC	Avg Volume	1.18M	Price	43.45
SMA20	0.52%	SMA50	12.96%	SMA200	-12.99%	Trades		Volume	651,086	Change	-2.36%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-05-24	Upgrade	Craig Hallum	Hold → Buy	$40 → $57
Mar-04-24	Downgrade	UBS	Neutral → Sell	$70 → $42
Feb-14-24	Downgrade	JP Morgan	Neutral → Underweight	$66 → $37
Dec-11-23	Downgrade	Citigroup	Buy → Neutral	$95 → $72
Dec-12-22	Upgrade	Citigroup	Neutral → Buy	$90 → $125
Dec-07-22	Initiated	RBC Capital Mkts	Outperform	$125
Oct-14-22	Upgrade	UBS	Sell → Neutral	$86
Sep-19-22	Initiated	Citigroup	Neutral	$90
Jul-20-22	Initiated	UBS	Sell	$86
Jun-17-22	Resumed	JP Morgan	Neutral	$80 → $110
Feb-22-22	Upgrade	Raymond James	Outperform → Strong Buy	$155 → $130
Jan-22-21	Upgrade	Raymond James	Mkt Perform → Outperform	$250
May-12-20	Downgrade	JP Morgan	Neutral → Underweight	$120 → $158
Mar-26-20	Downgrade	Barclays	Overweight → Equal Weight	$90
Oct-23-18	Resumed	Raymond James	Strong Buy	$80
Mar-08-18	Upgrade	Raymond James	Outperform → Strong Buy
Jan-22-18	Reiterated	Barclays	Overweight	$50 → $60
Jan-04-18	Upgrade	CL King	Neutral → Buy
Sep-19-17	Upgrade	Piper Jaffray	Neutral → Overweight
Jul-18-17	Upgrade	William Blair	Mkt Perform → Outperform

Show Previous Ratings

Sep-05-24 05:25PM	Why QuidelOrtho Stock Blasted 10% Higher Today (Motley Fool) +10.26%
Aug-29-24 07:00AM	VITROS Syphilis Assay Now Available on VITROS 3600 Immunodiagnostic System, VITROS 5600 and VITROS XT 7600 Integrated Systems in the U.S. (Business Wire)
Aug-19-24 07:00AM	QuidelOrtho to Participate in Upcoming Investor Conferences (Business Wire)
Aug-13-24 04:55PM	Is Jana Partners Starting an Activist Campaign Against QuidelOrtho Corporation (QDEL)? (Insider Monkey)
Jul-31-24 04:05PM	QuidelOrtho Reports Second Quarter 2024 Financial Results (Business Wire) +6.90%
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Jul-23-24 07:17PM	Avantor Set to Join S&P MidCap 400; QuidelOrtho & Schneider National to Join S&P SmallCap 600 (PR Newswire)
Jul-17-24 07:00AM	QuidelOrtho to Report Second Quarter 2024 Financial Results (Business Wire)
Jun-26-24 08:52AM	Should You Sell QuidelOrtho Corporation (QDEL)? (Insider Monkey)
Jun-25-24 06:41AM	What Made The Brown Capital Management Small Company Fund to Sell QuidelOrtho Corporation (QDEL)? (Insider Monkey)
Jun-19-24 08:27AM	QuidelOrtho Corporation (QDEL) is Excited about the New Product Launch (Insider Monkey)
05:13AM	QuidelOrtho (QDEL) Trembled on Disappointing Guidance (Insider Monkey)
Jun-07-24 11:30AM	Why Is QuidelOrtho (QDEL) Down 2.4% Since Last Earnings Report? (Zacks)
Jun-04-24 05:45AM	QuidelOrtho Corporation f/k/a Quidel Corporation Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - QDEL (PR Newswire)
May-30-24 06:20AM	Shareholders of QuidelOrtho Corporation f/k/a Quidel Corporation Should Contact Levi & Korsinsky Before June 11, 2024 to Discuss Your Rights - QDEL (PR Newswire)
May-27-24 04:28AM	QuidelOrtho (QDEL) Fell after Reporting Below Expected Results (Insider Monkey)
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May-23-24 07:00AM	QuidelOrtho to Participate in 44th Annual William Blair Growth Stock Conference (Business Wire)
May-17-24 01:03PM	Shareholders of QuidelOrtho Corporation f/k/a Quidel Corporation Should Contact Levi & Korsinsky Before June 11, 2024 to Discuss Your Rights QDEL (GlobeNewswire)
May-15-24 04:05PM	QuidelOrtho Opens New Distribution Center in Pedricktown, NJ (Business Wire)
May-10-24 01:02PM	QuidelOrtho Corp Reports Mixed Q1 2024 Results Amid Strategic Shifts and Market Challenges (GuruFocus.com)
12:48PM	QuidelOrtho Corporation f/k/a Quidel Corporation Sued for Securities Law Violations Investors Should Contact Levi & Korsinsky Before June 11, 2024 to Discuss Your Rights QDEL (GlobeNewswire)
May-09-24 01:28PM	QuidelOrtho (QDEL) Q1 Earnings Beat Estimates, Margins Fall (Zacks)
11:14AM	QuidelOrtho Corporation (NASDAQ:QDEL) Q1 2024 Earnings Call Transcript (Insider Monkey)
04:06AM	QuidelOrtho Corp (QDEL) Q1 2024 Earnings Call Transcript Highlights: Navigating Challenges with ... (GuruFocus.com)
May-08-24 08:56PM	QDEL Stock Earnings: QuidelOrtho Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:25PM	QuidelOrtho (QDEL) Q1 Earnings and Revenues Top Estimates (Zacks)
04:05PM	QuidelOrtho Reports First Quarter 2024 Financial Results (Business Wire)
May-06-24 09:16AM	Unveiling QuidelOrtho (QDEL) Q1 Outlook: Wall Street Estimates for Key Metrics (Zacks)
05:45AM	QuidelOrtho Corporation f/k/a Quidel Corporation Sued for Securities Law Violations - Contact Levi & Korsinsky Before June 11, 2024 to Discuss Your Rights - QDEL (PR Newswire)
May-03-24 06:00AM	QuidelOrtho names ex-Abbott exec Brian Blaser as CEO (MedTech Dive)
May-02-24 08:00AM	QuidelOrtho Appoints Brian J. Blaser as President and Chief Executive Officer (Business Wire) +6.40%
10:01AM	Loading…
May-01-24 10:01AM	Analysts Estimate QuidelOrtho (QDEL) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-30-24 08:15PM	QDEL Investors With Large Losses Should Contact Robbins LLP for Information About Their Rights in Connection With the QuidelOrtho Corporation Lawsuit (Business Wire)
Apr-17-24 07:00AM	QuidelOrtho To Report First Quarter 2024 Financial Results (Business Wire)
Apr-12-24 11:47AM	QuidelOrtho's (QDEL) New Test to Offer Enhanced Opioid Testing (Zacks)
Apr-10-24 07:00AM	QuidelOrtho Adds Fentanyl Test to Its Vitros Systems as a MicroTip Partnership Assay (Business Wire)
Apr-03-24 10:48AM	QuidelOrtho's (QDEL) QuickVue Gets FDA Nod for COVID Testing (Zacks)
06:38AM	QuidelOrtho pulls FDA submission of 4-virus test (MedTech Dive)
Apr-02-24 09:00AM	QuidelOrtho Receives FDA 510(k) Clearance for Its QuickVue COVID-19 Test (Business Wire) -10.32%
Mar-14-24 07:23AM	QuidelOrtho to lay off employees after firing CEO (MedTech Dive)
Mar-07-24 10:44AM	QuidelOrtho's (QDEL) New Approval to Aid Pre-eclampsia Diagnosis (Zacks)
Mar-06-24 04:35PM	QuidelOrtho Receives Health Canada Approval for Quidel Triage PLGF Test for Laboratory Use in Canada (Business Wire)
Feb-26-24 04:30PM	QuidelOrtho to Participate in 45th Annual Raymond James Institutional Investor Conference (Business Wire)
Feb-21-24 07:30AM	QuidelOrtho Announces Changes in Executive Leadership (Business Wire) +6.20%
05:27AM	QuidelOrtho fires CEO Doug Bryant (MedTech Dive)
Feb-20-24 01:49PM	QuidelOrtho (QDEL) Stock Crashes After Posting YoY Revenue Decline, Analyst Downgrades - Hagens Berman (GlobeNewswire) +11.57%
Feb-14-24 08:34PM	QuidelOrtho (QDEL) Stock Crashes After Posting YoY Revenue Decline, Analyst Downgrades - Hagens Berman (GlobeNewswire) -32.20%
10:05AM	QuidelOrtho (QDEL) Q4 Earnings and Sales Miss, Margins Fall (Zacks)
09:22AM	QuidelOrtho Corporation (NASDAQ:QDEL) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-13-24 07:30PM	QuidelOrtho (QDEL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:30PM	QuidelOrtho (QDEL) Misses Q4 Earnings and Revenue Estimates (Zacks)
04:40PM	QuidelOrtho Corp (QDEL) Reports Mixed Results Amidst Respiratory Revenue Decline (GuruFocus.com)
04:05PM	QuidelOrtho Reports Fourth Quarter and Full-Year 2023 Financial Results (Business Wire)
Feb-12-24 09:16AM	Insights Into QuidelOrtho (QDEL) Q4: Wall Street Projections for Key Metrics (Zacks)
Jan-23-24 07:00AM	QuidelOrtho to Report Fourth Quarter and Full-year 2023 Financial Results (Business Wire)
Dec-22-23 07:00AM	QuidelOrtho to Present at 42nd Annual J.P. Morgan Healthcare Conference (Business Wire)
Dec-20-23 04:05PM	QuidelOrtho Receives 510(K) Clearance for Savanna Multiplex Molecular Platform and Savanna HSV 1+2/VZV PCR Assay (Business Wire)
Dec-13-23 05:10AM	Why is QuidelOrtho (QDEL) a Good Stock to Invest in? (Insider Monkey) +7.61%
Nov-16-23 05:05PM	QuidelOrtho to Participate in the Evercore ISI Conference (Business Wire)
Nov-01-23 05:56PM	QuidelOrtho Corp (QDEL) Reports Q3 2023 Financial Results: Revenue at $744 Million (GuruFocus.com)
04:05PM	QuidelOrtho Reports Third Quarter 2023 Financial Results (Business Wire)
Oct-17-23 03:43PM	Powerful Lyme Disease Awareness PSA Featuring Christopher Meloni Illuminates Times Square (PR Newswire)
Oct-12-23 07:00AM	QuidelOrtho Reports Preliminary Revenue Results for the Third Quarter 2023 (Business Wire) -6.17%
Sep-21-23 04:05PM	QuidelOrtho Receives CLIA Waiver for Sofia® 2 SARS Antigen+ FIA (Business Wire)
07:02AM	Should You Add QuidelOrtho (QDEL) to Your Portfolio? (Insider Monkey)
Aug-28-23 04:05PM	QuidelOrtho to Participate in the Morgan Stanley 21st Annual Global Healthcare Conference (Business Wire) +6.33%
Aug-08-23 04:30PM	QuidelOrtho Reports Second Quarter 2023 Financial Results (Business Wire) -7.27%
Jul-25-23 04:00PM	QuidelOrtho Ranks No. 1 in Customer Satisfaction for Six Years in a Row (Business Wire)
01:12PM	QuidelOrtho Partners With BYG4lab® to Strengthen Informatics Offerings (Business Wire)
Jul-19-23 08:15AM	The three-year shareholder returns and company earnings persist lower as QuidelOrtho (NASDAQ:QDEL) stock falls a further 3.2% in past week (Simply Wall St.)
Jul-18-23 04:05PM	QuidelOrtho to Report Second Quarter 2023 Financial Results (Business Wire)
Jun-21-23 08:00PM	QDEL: What does Argus have to say about QDEL? (Argus Research)
Jun-12-23 11:20AM	Declining Stock and Decent Financials: Is The Market Wrong About QuidelOrtho Corporation (NASDAQ:QDEL)? (Simply Wall St.)
May-23-23 07:00AM	QuidelOrtho to Participate in William Blair 43rd Annual Growth Stock Conference (Business Wire)
May-04-23 07:50AM	Q1 2023 QuidelOrtho Corp Earnings Call (Thomson Reuters StreetEvents) -6.53%
May-03-23 04:05PM	QuidelOrtho Reports First Quarter 2023 Financial Results (Business Wire)
Apr-26-23 08:00PM	QDEL: Lowering target price to $74.00 (Argus Research)
Apr-13-23 04:05PM	QuidelOrtho Reports Preliminary Revenue Results for the First Quarter 2023 (Business Wire) +5.01%
Mar-28-23 11:05AM	QuidelOrtho Announces the Formation of the International QuidelOrtho Womens Leadership Network (QWLN) (Business Wire)
07:54AM	QuidelOrtho Corporation (NASDAQ:QDEL) Shares Could Be 36% Below Their Intrinsic Value Estimate (Simply Wall St.)
Mar-23-23 12:19PM	3 Reasons to Retain QuidelOrtho (QDEL) Stock in Your Portfolio (Zacks)
Mar-13-23 01:00PM	QuidelOrtho's (QDEL) Rapid Antigen Test Gets De Novo FDA Approval (Zacks)
Mar-08-23 04:05PM	QuidelOrtho Receives De Novo FDA Authorization for Sofia® 2 SARS Antigen+ FIA (Business Wire)
Mar-04-23 09:08AM	17 High Growth Low PE Stocks (Insider Monkey)
08:19AM	13 Most Undervalued Healthcare Stocks To Buy According To Hedge Funds (Insider Monkey)
Mar-02-23 02:01PM	QuidelOrtho to Participate in the Raymond James 44th Annual Institutional Investor Conference (Business Wire)
Feb-27-23 11:00AM	ImageMover and QuidelOrtho Partner to Simplify Test-to-Treat Process for Pharmacies (PR Newswire)
05:13AM	QuidelOrtho Full Year 2022 Earnings: EPS Beats Expectations, Revenues Lag (Simply Wall St.)
Feb-26-23 08:04AM	12 High Growth Healthcare Stocks to Buy (Insider Monkey)
Feb-18-23 07:14AM	QuidelOrtho Corporation Just Missed Revenue By 8.0%: Here's What Analysts Think Will Happen Next (Simply Wall St.)
Feb-16-23 06:18PM	QuidelOrtho Corporation (NASDAQ:QDEL) Q4 2022 Earnings Call Transcript (Insider Monkey) +5.66%
12:07PM	QuidelOrtho (QDEL) Q4 Earnings Top Estimates, Margins Down (Zacks)
Feb-15-23 04:05PM	QuidelOrtho Reports Fourth Quarter and Full Year 2022 Financial Results (Business Wire)
Feb-09-23 06:34AM	QuidelOrtho (NASDAQ:QDEL) pulls back 4.3% this week, but still delivers shareholders favorable 14% CAGR over 5 years (Simply Wall St.)
Jan-24-23 03:25PM	Top Healthcare Stocks (Investopedia)
Jan-06-23 04:05PM	QuidelOrtho Reports Preliminary Revenue Results for Fourth Quarter and Full Year 2022 (Business Wire) -5.08%
Jan-03-23 09:53AM	Is QuidelOrtho Corporation's (NASDAQ:QDEL) Latest Stock Performance A Reflection Of Its Financial Health? (Simply Wall St.)
Dec-28-22 07:00AM	QuidelOrtho to Present at the J.P. Morgan Healthcare Conference (Business Wire)
Dec-20-22 06:08PM	Billionaire David Rubenstein Says Recession Is Likely, but Stays Heavily Invested in These 2 Stocks (TipRanks)
09:37AM	QuidelOrtho's (QDEL) Myocardial Infarction Test Cleared in Canada (Zacks)
Dec-19-22 03:15PM	Health Canada Grants License for Quidel® TriageTrue® High-Sensitivity Troponin I Test to Aid in the Diagnosis of Myocardial Infarction (Business Wire)

QuidelOrtho Corp. operates as a vitro diagnostics company. It is focused on developing and manufacturing diagnostic products. The company was founded on May 27, 2022 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Carlyle Group Inc.	10% Owner	Aug 09 '24	Sale	41.53	74,134	3,078,980	8,260,183	Aug 13 04:30 PM
Carlyle Group Inc.	10% Owner	Aug 08 '24	Sale	41.07	106,705	4,382,446	8,334,317	Aug 09 04:15 PM
Carlyle Group Inc.	10% Owner	Aug 07 '24	Sale	39.94	78,180	3,122,840	8,441,022	Aug 09 04:15 PM
Carlyle Group Inc.	10% Owner	Aug 05 '24	Sale	40.37	118,172	4,770,960	8,606,174	Aug 07 04:30 PM
Carlyle Group Inc.	10% Owner	Aug 06 '24	Sale	40.23	86,972	3,499,160	8,519,202	Aug 07 04:30 PM
Carlyle Partners VI Cayman Hol	10% Owner	Aug 06 '24	Proposed Sale	42.01	246,775	10,367,018		Aug 05 08:28 PM
Carlyle Group Inc.	10% Owner	Aug 01 '24	Sale	41.52	234,935	9,753,465	8,893,813	Aug 05 04:30 PM
Carlyle Group Inc.	10% Owner	Aug 02 '24	Sale	42.10	169,467	7,134,818	8,724,346	Aug 05 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 31 '24	Sale	39.11	164,877	6,447,760	9,128,748	Aug 01 05:01 PM
Carlyle Group Inc.	10% Owner	Jul 30 '24	Sale	39.74	150,590	5,985,089	9,293,625	Aug 01 05:01 PM
Carlyle Group Inc.	10% Owner	Jul 29 '24	Sale	38.85	158,090	6,142,230	9,444,215	Jul 30 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 26 '24	Sale	39.05	103,926	4,058,307	9,602,305	Jul 30 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 25 '24	Sale	38.58	406,809	15,696,721	9,706,231	Jul 26 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 24 '24	Sale	38.97	214,732	8,367,685	10,113,040	Jul 26 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 22 '24	Sale	35.31	135,241	4,775,665	10,427,317	Jul 24 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 23 '24	Sale	36.52	99,545	3,635,490	10,327,772	Jul 24 04:30 PM
WIDDER KENNETH J	Director	Jul 19 '24	Option Exercise	27.91	3,333	93,024	28,472	Jul 23 06:43 PM
Carlyle Group Inc.	10% Owner	Jul 18 '24	Sale	34.13	101,870	3,476,615	10,628,194	Jul 22 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 19 '24	Sale	34.12	65,636	2,239,738	10,562,558	Jul 22 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 16 '24	Sale	33.16	94,861	3,145,151	10,799,701	Jul 18 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 17 '24	Sale	34.81	69,637	2,423,818	10,730,064	Jul 18 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 15 '24	Sale	31.70	93,187	2,954,302	10,894,562	Jul 16 08:17 PM
Carlyle Group Inc.	10% Owner	Jul 12 '24	Sale	32.35	57,253	1,852,189	10,987,749	Jul 16 08:17 PM
Carlyle Group Inc.	10% Owner	Jul 11 '24	Sale	31.37	96,578	3,030,060	11,045,002	Jul 12 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 10 '24	Sale	30.09	24,390	733,971	11,141,580	Jul 12 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 08 '24	Sale	30.39	59,973	1,822,715	11,189,751	Jul 10 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 09 '24	Sale	30.07	23,781	715,109	11,165,970	Jul 10 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 03 '24	Sale	30.87	52,724	1,627,441	11,300,463	Jul 08 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 05 '24	Sale	31.15	50,739	1,580,626	11,249,724	Jul 08 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 02 '24	Sale	31.36	86,454	2,711,095	11,353,187	Jul 03 01:15 PM
Carlyle Group Inc.	10% Owner	Jul 01 '24	Sale	32.21	81,110	2,612,556	11,439,641	Jul 03 01:15 PM
Carlyle Group Inc.	10% Owner	Jun 28 '24	Sale	33.05	49,937	1,650,252	11,520,751	Jul 01 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 27 '24	Sale	33.51	46,380	1,554,398	11,570,688	Jul 01 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 26 '24	Sale	33.19	81,482	2,704,541	11,617,068	Jun 27 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 25 '24	Sale	33.01	67,472	2,227,342	11,698,550	Jun 27 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 24 '24	Sale	34.34	73,713	2,531,371	11,766,022	Jun 25 04:56 PM
Carlyle Group Inc.	10% Owner	Jun 21 '24	Sale	35.07	68,580	2,404,799	11,839,735	Jun 25 04:56 PM
Carlyle Group Inc.	10% Owner	Jun 20 '24	Sale	34.89	67,207	2,344,618	11,908,315	Jun 21 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 18 '24	Sale	35.96	48,541	1,745,606	11,975,522	Jun 21 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 14 '24	Sale	36.19	127,981	4,631,842	12,123,705	Jun 18 05:46 PM
Carlyle Group Inc.	10% Owner	Jun 17 '24	Sale	35.99	99,642	3,586,163	12,024,063	Jun 18 05:46 PM
Carlyle Group Inc.	10% Owner	Jun 13 '24	Sale	37.67	144,234	5,433,190	12,251,686	Jun 14 05:02 PM
Carlyle Group Inc.	10% Owner	Jun 12 '24	Sale	40.23	64,263	2,585,270	12,395,920	Jun 14 05:02 PM
BUECHLER KENNETH F	Director	Apr 12 '24	Option Exercise	21.07	9,041	190,494	83,679	Apr 16 06:18 PM
Busky Joseph M	Chief Financial Officer	Feb 23 '24	Buy	46.35	2,150	99,663	2,150	Feb 26 06:48 PM

ICE Intercontinental Exchange Inc daily Stock Chart

Held by: VTI VOO SPY IVV VTV XLF VIG IWD IVE RSP

Index	S&P 500	P/E	39.72	EPS (ttm)	4.04	Insider Own	0.82%	Shs Outstand	573.00M	Perf Week	0.17%
Market Cap	92.14B	Forward P/E	23.92	EPS next Y	6.71	Insider Trans	-7.50%	Shs Float	569.46M	Perf Month	6.20%
Income	2.31B	PEG	4.17	EPS next Q	1.50	Inst Own	93.32%	Short Float	1.03%	Perf Quarter	19.00%
Sales	10.46B	P/S	8.81	EPS this Y	7.67%	Inst Trans	-1.04%	Short Ratio	2.19	Perf Half Y	15.59%
Book/sh	46.57	P/B	3.45	EPS next Y	10.90%	ROA	1.69%	Short Interest	5.89M	Perf Year	41.26%
Cash/sh	4.59	P/C	34.94	EPS next 5Y	9.54%	ROE	9.16%	52W Range	104.49 - 162.92	Perf YTD	24.96%
Dividend Est.	1.81 (1.13%)	P/FCF	25.04	EPS past 5Y	4.09%	ROI	5.07%	52W High	-1.49%	Beta	1.08
Dividend TTM	1.74 (1.08%)	Quick Ratio	-	Sales past 5Y	11.20%	Gross Margin	70.29%	52W Low	53.59%	ATR (14)	2.07
Dividend Ex-Date	Sep 16, 2024	Current Ratio	-	EPS Y/Y TTM	34.41%	Oper. Margin	39.82%	RSI (14)	66.75	Volatility	1.43% 1.20%
Employees	13222	Debt/Eq	0.83	Sales Y/Y TTM	15.34%	Profit Margin	22.10%	Recom	1.63	Target Price	166.36
Option/Short	Yes / Yes	LT Debt/Eq	0.71	EPS Q/Q	-22.83%	Payout	40.08%	Rel Volume	1.07	Prev Close	162.60
Sales Surprise	0.22%	EPS Surprise	2.27%	Sales Q/Q	20.88%	Earnings	Aug 01 BMO	Avg Volume	2.69M	Price	160.49
SMA20	1.38%	SMA50	6.24%	SMA200	18.26%	Trades		Volume	2,883,935	Change	-1.30%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-02-24	Downgrade	Deutsche Bank	Buy → Hold	$155 → $152
Jul-01-24	Upgrade	Goldman	Neutral → Buy	$143 → $167
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

Show Previous Ratings

Sep-05-24 08:30AM	Intercontinental Exchange Reports August 2024 Statistics (Business Wire)
Sep-04-24 09:00AM	ICE Mortgage Monitor: Rate drops make August most affordable month since February, as home price growth cools to 12-month low (Business Wire)
Sep-02-24 06:30PM	ICE Launches New Suite of Indices for Australian Residential Mortgage-Backed Securities Market (Business Wire)
02:09PM	10 Unrivaled Stocks of the Next 10 Years (Insider Monkey)
Aug-30-24 01:24AM	Insider Sale: Director Judith Sprieser Sells Shares of Intercontinental Exchange Inc (ICE) (GuruFocus.com)
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Aug-28-24 08:30AM	Intercontinental Exchange Chair & CEO Jeffrey C. Sprecher to Present at the Goldman Sachs Communacopia & Technology Conference on September 9 (Business Wire)
Aug-27-24 08:15AM	ICE Collaborates with Space Intelligence to Launch ICEs Commodity Traceability Service (Business Wire)
Aug-26-24 07:44AM	Do You Believe in Intercontinental Exchanges (ICE) Long-Term Potential for Value Creation? (Insider Monkey)
Aug-23-24 03:24PM	Analyst Report: Intercontinental Exchange, Inc. (Morningstar Research)
Aug-22-24 06:53PM	Analyst Report: Intercontinental Exchange, Inc. (Morningstar Research)
09:00AM	ICE First Look at Mortgage Performance: Delinquencies improved in July despite Hurricane Beryls impact on Houston homeowners (Business Wire)
Aug-21-24 08:11AM	Space Intelligence Receives Investment from AzurX Space Ventures and Intercontinental Exchange, Inc. (ICE) to Build Global, Audit-Grade Nature Mapping Dataset (Business Wire)
Aug-19-24 09:00AM	ICE Enhances Encompass Digital Mortgage Lending Platform, Helping Lenders Connect Homebuyers to Affordable Financing Options (Business Wire)
08:30AM	ICE and OPEN Introduce New Benchmark for Tracking Large U.S. Venture-Backed Unicorns (Business Wire)
Aug-14-24 08:01AM	Charter Communications Inc Takes the Lead in Ruane Cunniff's Latest Investment Moves (GuruFocus.com)
04:30PM	Loading…
Aug-09-24 04:30PM	Intercontinental Exchange, Inc. Announces Registered Exchange Offer for its Outstanding 3.625% Senior Notes due 2028 Issued in Connection with Prior Private Exchange Offer (Business Wire)
Aug-06-24 09:00AM	Two Harbors to Use ICEs Encompass Digital Mortgage Platform in Servicing Retention Strategy via Direct-to-Consumer Lending Channel (Business Wire)
Aug-05-24 04:10PM	ICE Bonds and MarketAxess Connect Liquidity Networks to Bring Greater Efficiency to Municipal and Corporate Bond Markets (Business Wire)
09:00AM	ICE Mortgage Monitor: As Tappable Equity Hits Record High of $11.5T, 3 of 5 Mortgage Holders Have at Least $100K to Borrow Against (Business Wire)
08:30AM	Intercontinental Exchange Reports July 2024 Statistics (Business Wire)
Aug-02-24 01:03AM	Decoding Intercontinental Exchange Inc (ICE): A Strategic SWOT Insight (GuruFocus.com)
Aug-01-24 12:43PM	Intercontinental (ICE) Beats on Q2 Earnings, Tweaks Expense View (Zacks)
12:06PM	Analyst Report: Intercontinental Exchange, Inc. (Morningstar Research)
07:35AM	Intercontinental Exchange Approves Third Quarter Dividend of $0.45 per Share (Business Wire)
07:34AM	NYSE-parent ICE beats profit views, helped by boost in energy trading (Reuters)
07:30AM	Intercontinental Exchange Reports Strong Second Quarter 2024 (Business Wire)
Jul-29-24 11:55AM	Is a Beat in Store for Intercontinental (ICE) in Q2 Earnings? (Zacks)
Jul-24-24 05:12PM	NYSEs Longtime IPO Pitchman, John Tuttle, to Leave After 17 Years (The Wall Street Journal)
09:00AM	John Tuttle Appointed President of Acrisure (Business Wire)
Jul-22-24 09:00AM	ICE First Look at Mortgage Performance: June Sees Calendar-Driven Spike in Delinquencies; Foreclosures Remain Historically Low (Business Wire)
10:42AM	Loading…
Jul-19-24 10:42AM	Stock Exchanges Say U.S. Markets Are Operating Normally (The Wall Street Journal)
05:36AM	Global Finance Contends With IT Outage: These Are the Companies Affected (The Wall Street Journal)
Jul-16-24 06:00AM	LevelTen Energy Closes $65M Series D Funding Round to Scale Transaction Infrastructure for the Next Phase of the Clean Energy Transition (PR Newswire)
Jul-15-24 10:41AM	Firesides at the Exchange: Join IPO Edge Live at NYSE September 13 (IPO-Edge.com)
08:00AM	ICE Gasoil Futures and Options at Record Open Interest with Record Q2 Trading Volumes in Gasoil Options (Business Wire)
Jul-11-24 04:00PM	Wall Streets Portfolio-Trade Fad Hooks Illiquid Muni Market (Bloomberg)
Jul-09-24 09:00AM	DayDayCook Names Betty Liu to Advisory Board (GlobeNewswire)
Jul-03-24 03:25PM	Intercontinental Exchange Stock Earns RS Rating Upgrade (Investor's Business Daily)
08:30AM	Intercontinental Exchange Reports June and Second Quarter 2024 Statistics (Business Wire)
Jul-02-24 09:00AM	ICE Mortgage Monitor: As Market Gradually Shifts to Higher Rates, Latest Data Identifies Possible Refinance Tipping Point (Business Wire)
12:01AM	Shift Occurring in US Housing Market as Mortgage Lock Loosens Up (Bloomberg)
Jul-01-24 08:31AM	The New York Stock Exchange Leads Industry in Global IPO Proceeds for the First Half of 2024 (Business Wire)
Jun-28-24 07:00AM	ICE Benchmark Administration Provides Update Regarding the Cessation of U.S. Dollar LIBOR (Business Wire)
Jun-27-24 11:22AM	House Prices In Pandemic-Era Boom Towns Are Going Bust As Prices Fall (Benzinga)
Jun-25-24 11:00AM	NIRI Chicago Elects 2024-2025 Officers and Directors (PR Newswire)
Jun-24-24 09:40AM	ICE Aims to Clear US Treasuries as Market Regulation Expands (Bloomberg)
08:30AM	ICE to Launch Treasury Clearing Service to Increase Transparency and Enhance Resilience in the U.S. Treasury Market (Business Wire)
Jun-21-24 12:21PM	Intercontinental (ICE) Gains 7% YTD: Will the Upside Continue? (Zacks)
09:00AM	ICE First Look: Mortgage Performance Remains Strong as Delinquencies, Foreclosures Continue to Improve in May (Business Wire)
08:00AM	ICE Benchmark Administration to Launch USD SOFR ICE Swap Rate Swap Spreads and EUR STR ICE Swap Rates as Benchmarks (Business Wire)
Jun-19-24 08:00AM	ICE Midland WTI (HOU) Hits Record Open Interest as Market Participants Expand Positions in ICE HOU (Business Wire)
Jun-18-24 03:08AM	This Auto Stock is up 113% in 1 Year, Can You Still Buy it? (Investing.com)
Jun-17-24 08:32AM	Five Key Charts to Watch in Global Commodities This Week (Bloomberg)
Jun-13-24 07:01AM	Intercontinental Exchange Inc's Dividend Analysis (GuruFocus.com)
02:46AM	Insider Sale: CFO Warren Gardiner Sells Shares of Intercontinental Exchange Inc (ICE) (GuruFocus.com)
Jun-08-24 09:00AM	Equity Listings in Dallas Are No Laughing Matter (The Wall Street Journal)
Jun-05-24 08:30AM	Intercontinental Exchange Reports May 2024 Statistics (Business Wire)
Jun-04-24 12:25PM	FundGuard Announces a Strategic Alliance with ICE to Enhance User Experience with Investment Accounting with Comprehensive Data Integration (Business Wire)
Jun-03-24 09:00AM	ICE Mortgage Monitor: Home Prices Cool for Second Straight Month in April as Purchase Demand Softens, Inventory Deficits Improve (Business Wire)
May-31-24 09:44AM	New York Sugar-Delivery Dispute Ends With Dreyfus Case Dismissed (Bloomberg)
02:45AM	Insider Sale: Director Judith Sprieser Sells Shares of Intercontinental Exchange Inc (ICE) (GuruFocus.com)
May-29-24 08:00AM	The New York Stock Exchange Announces Collaboration with CoinDesk Indices to Launch Financial Products Tracking Spot Bitcoin Prices (Business Wire)
May-24-24 09:00AM	ICE First Look at Mortgage Performance: Continued Improvement in April Leads to Fewest Serious Delinquencies in 18+ Years (Business Wire)
May-23-24 09:00AM	ICE Whitepaper Reveals Hidden Cost of Mortgage Fee Cures (Business Wire)
May-22-24 04:30PM	Intercontinental Exchange CFO Warren Gardiner to Present at the Piper Sandler Global Exchange and Trading Conference on June 5 (Business Wire)
10:45AM	Intercontinental Exchange Will Pay $10 Million to Resolve SEC Cyber Probe (The Wall Street Journal)
09:59AM	SEC Fines NYSE Owner $10 Million for Not Quickly Reporting Hack (Bloomberg)
09:20AM	Intercontinental Exchange to pay $10 million over delayed cyber disclosures, SEC says (Reuters)
May-21-24 12:53PM	Here's Why You Should Retain Intercontinental Exchange (ICE) (Zacks)
12:32PM	Video Highlights from 2023 CorpGov Palm Beach Forum (CorpGov.com)
May-20-24 05:00PM	Intercontinental Exchange Announces Results from 2024 Annual Meeting of Stockholders (Business Wire)
10:46AM	Save the Date: 4th Palm Beach CorpGov Forum Nov. 13-14 (CorpGov.com)
May-17-24 02:11PM	Save the Date: 4th Palm Beach CorpGov Forum Nov. 13-14 (IPO-Edge.com)
09:30AM	Intercontinental Exchange Reports Early Tender Results of Black Knight's Exchange Offer (MT Newswires)
08:30AM	ICE Midland WTI (HOU) Futures Reach All-Time Daily Volume Record (Business Wire)
08:15AM	Intercontinental Exchange, Inc. Announces Early Tender Results of Previously Announced Private Exchange Offer for Black Knight InfoServ, LLC's Outstanding 3.625% Senior Notes due 2028 (Business Wire)
05:52AM	Redburn Atlantic Adjusts Intercontinental Exchange's Price Target to $167 From $166, Keeps Buy Rating (MT Newswires)
May-16-24 03:09AM	Bakkt Holdings Inc (BKKT) Q1 2024 Earnings Call Transcript Highlights: Strategic Moves Yield ... (GuruFocus.com)
May-15-24 04:30PM	Intercontinental Exchange Chair & CEO Jeffrey C. Sprecher to Present at the Bernstein 40th Annual Strategic Decisions Conference on May 29 (Business Wire)
09:00AM	ICE Invests in Product and Pricing Innovation, Introduces Newly Enhanced ICE PPE and Advisory Group (Business Wire)
08:30AM	The New York Stock Exchange Announces Launch of the NYSE Tech Council (Business Wire)
May-13-24 05:56PM	Dreyfus Asks ICE Exchange to Step In After Sugar Delivery Delays (Bloomberg)
May-12-24 05:23PM	20 Largest Publicly Traded Financial Companies in the US (Insider Monkey)
May-09-24 06:13PM	Delayed Sugar Deliveries Raise Debate Over Exchange Rules (Bloomberg)
09:21AM	ICE Clear Credit Adds Royal Bank of Canada as a Clearing Member (Business Wire)
May-08-24 11:10AM	Funds Are Most Bullish on Europe Gas Since Early Crisis Days (Bloomberg)
May-06-24 12:48PM	Goldman Sachs Adjusts Intercontinental Exchange's Price Target to $143 From $144, Keeps Neutral Rating (MT Newswires)
09:00AM	ICE Mortgage Monitor: Historically Strong Home Price Growth Pushes U.S. Mortgage Holders Tappable Equity to Record $11T (Business Wire)
05:46AM	Morgan Stanley Adjusts Price Target on Intercontinental Exchange to $139 From $142, Keeps Equalweight Rating (MT Newswires)
May-03-24 05:00PM	Intercontinental Exchange, Inc. Commences Private Exchange Offer for Black Knight InfoServ LLCs Outstanding 3.625% Senior Notes due 2028 (Business Wire)
11:07AM	Intercontinental Exchange, Inc. (NYSE:ICE) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:31AM	Intercontinental Exchange Average Daily Volume Jumps 36% in April (MT Newswires)
08:57AM	Deutsche Bank Adjusts Price Target on Intercontinental Exchange to $148 From $158 (MT Newswires)
08:30AM	Intercontinental Exchange Reports April 2024 Statistics (Business Wire)
08:00AM	ICE Benchmark Administration Launches Beta USD SOFR ICE Swap Rate Swap Spreads and EUR STR ICE Swap Rates (Business Wire)
06:22AM	Goldman Sachs Adjusts Price Target on Intercontinental Exchange to $144 From $142, Maintains Neutral Rating (MT Newswires)
06:22AM	JPMorgan Adjusts Price Target on Intercontinental Exchange to $151 From $147, Maintains Overweight Rating (MT Newswires)
06:21AM	Raymond James Adjusts Price Target on Intercontinental Exchange to $160 From $155, Keeps Strong Buy Rating (MT Newswires)
06:20AM	Barclays Adjusts Price Target on Intercontinental Exchange to $150 From $155, Keeps Overweight Rating (MT Newswires)
03:13AM	Intercontinental Exchange Inc (ICE) (Q1 2024) Earnings Call Transcript Highlights: Robust ... (GuruFocus.com)

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
SPRIESER JUDITH A	Director	Aug 27 '24	Sale	160.69	1,941	311,899	26,908	Aug 29 04:30 PM
Tirinnanzi Martha A	Director	Aug 28 '24	Sale	160.80	509	81,847	3,449	Aug 29 04:30 PM
JUDITH SPRIESER DECLARATION TR	Director	Aug 27 '24	Proposed Sale	160.31	2,600	416,806		Aug 27 04:34 PM
Tirinnanzi Martha A	Director	Aug 23 '24	Sale	158.98	509	80,921	3,958	Aug 27 04:30 PM
Namkung James W	Chief Accounting Officer	Aug 23 '24	Sale	160.00	1,171	187,360	16,665	Aug 27 04:30 PM
JAMES NAMKUNG	Officer	Aug 23 '24	Proposed Sale	158.60	1,171	185,721		Aug 23 04:28 PM
MARTHA TIRINNANZI	Director	Aug 23 '24	Proposed Sale	158.60	1,018	161,455		Aug 23 04:26 PM
Namkung James W	Chief Accounting Officer	Jul 25 '24	Sale	150.00	1,043	156,450	17,836	Jul 26 04:30 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Jul 17 '24	Sale	148.60	1,000	148,600	14,636	Jul 19 04:30 PM
Kapani Mayur	Chief Technology Officer	Jul 08 '24	Option Exercise	41.59	395	16,428	64,866	Jul 10 04:31 PM
Kapani Mayur	Chief Technology Officer	Jul 08 '24	Sale	141.13	395	55,746	64,471	Jul 10 04:31 PM
Sprecher Jeffrey C	Chief Executive Officer	Jul 09 '24	Option Exercise	50.01	58,389	2,920,034	1,238,382	Jul 10 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Jul 09 '24	Sale	141.68	110,000	15,584,357	2,551,705	Jul 10 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Jul 09 '24	Sale	141.68	58,389	8,272,280	1,179,993	Jul 10 04:30 PM
Foley Douglas	SVP, HR & Administration	Jul 02 '24	Sale	140.00	3,200	448,000	20,010	Jul 03 04:30 PM
Kapani Mayur	Chief Technology Officer	Jul 02 '24	Option Exercise	41.59	400	16,636	64,871	Jul 03 04:30 PM
Kapani Mayur	Chief Technology Officer	Jul 02 '24	Sale	140.00	400	56,000	64,471	Jul 03 04:30 PM
Bowen Sharon	Director	Jul 01 '24	Sale	137.03	2,036	278,993	14,462	Jul 03 04:30 PM
Surdykowski Andrew J	General Counsel	Jun 26 '24	Sale	136.66	1,898	259,381	46,815	Jun 28 04:00 PM
Foley Douglas	SVP, HR & Administration	Jun 17 '24	Sale	134.98	1,600	215,968	23,112	Jun 18 04:30 PM
Gardiner Warren	Chief Financial Officer	Jun 10 '24	Sale	133.50	750	100,125	17,326	Jun 12 04:30 PM
Hague William Jefferson	Director	Jun 05 '24	Sale	134.50	680	91,460	19,219	Jun 07 04:30 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Jun 03 '24	Sale	134.40	551	74,054	15,538	Jun 05 04:30 PM
SPRIESER JUDITH A	Director	May 28 '24	Sale	134.57	2,267	305,074	28,849	May 30 04:30 PM
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
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 06 '24	Option Exercise	57.31	1,180	67,626	49,054	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
Edmonds Christopher Scott	President, Fixed Income & Data	Feb 21 '24	Sale	136.26	6,269	854,230	16,555	Feb 23 04:30 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
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
SPRIESER JUDITH A	Director	Feb 13 '24	Sale	134.02	2,246	301,009	31,585	Feb 15 04:30 PM
Gardiner Warren	Chief Financial Officer	Feb 12 '24	Sale	136.00	2,176	295,925	12,061	Feb 14 05:56 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
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 14 '24	Option Exercise	41.59	5,140	213,773	23,523	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
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 13 '23	Sale	120.00	1,171	140,520	18,677	Dec 15 04:34 PM
Namkung James W	Chief Accounting Officer	Dec 14 '23	Sale	125.00	1,078	134,750	17,599	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

Open in Screener

DRI

Darden Restaurants, Inc.

Sep 06 • 04:00PM ET

157.43

Dollar change -0.51
Percentage change -0.32	%

Consumer Cyclical • Restaurants • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

DRI Darden Restaurants, Inc. daily Stock Chart

Held by: VTI VOO SCHD VO SPY IVV VTV RSP VOE XLY

Index	S&P 500	P/E	18.49	EPS (ttm)	8.51	Insider Own	0.45%	Shs Outstand	118.86M	Perf Week	0.43%
Market Cap	18.65B	Forward P/E	15.02	EPS next Y	10.48	Insider Trans	-7.07%	Shs Float	117.93M	Perf Month	10.98%
Income	1.03B	PEG	2.07	EPS next Q	1.84	Inst Own	101.23%	Short Float	5.53%	Perf Quarter	4.88%
Sales	11.39B	P/S	1.64	EPS this Y	6.84%	Inst Trans	-1.14%	Short Ratio	4.93	Perf Half Y	-9.10%
Book/sh	18.87	P/B	8.34	EPS next Y	10.46%	ROA	8.33%	Short Interest	6.53M	Perf Year	5.69%
Cash/sh	1.86	P/C	84.73	EPS next 5Y	8.91%	ROE	46.38%	52W Range	133.36 - 176.84	Perf YTD	-4.18%
Dividend Est.	5.68 (3.61%)	P/FCF	18.77	EPS past 5Y	8.38%	ROI	11.85%	52W High	-10.97%	Beta	1.29
Dividend TTM	5.33 (3.39%)	Quick Ratio	0.24	Sales past 5Y	7.05%	Gross Margin	17.18%	52W Low	18.05%	ATR (14)	2.97
Dividend Ex-Date	Jul 10, 2024	Current Ratio	0.38	EPS Y/Y TTM	6.38%	Oper. Margin	12.00%	RSI (14)	63.35	Volatility	1.53% 1.88%
Employees	191105	Debt/Eq	3.00	Sales Y/Y TTM	8.60%	Profit Margin	9.02%	Recom	1.97	Target Price	170.92
Option/Short	Yes / Yes	LT Debt/Eq	2.87	EPS Q/Q	-0.59%	Payout	61.60%	Rel Volume	0.85	Prev Close	157.94
Sales Surprise	-0.51%	EPS Surprise	1.50%	Sales Q/Q	6.80%	Earnings	Sep 19 BMO	Avg Volume	1.32M	Price	157.43
SMA20	3.88%	SMA50	6.89%	SMA200	0.69%	Trades		Volume	1,129,219	Change	-0.32%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-23-24	Downgrade	TD Cowen	Buy → Hold	$170 → $150
Jul-11-24	Downgrade	Jefferies	Hold → Underperform	$154 → $124
May-17-24	Upgrade	BTIG Research	Neutral → Buy	$175
Apr-12-24	Resumed	Stephens	Equal-Weight	$170
Oct-19-23	Initiated	Deutsche Bank	Buy	$159
Jul-18-23	Initiated	Piper Sandler	Neutral	$167
Feb-02-23	Initiated	Guggenheim	Buy	$170
Jan-24-23	Initiated	Wells Fargo	Equal Weight	$155
Dec-14-22	Upgrade	Wedbush	Neutral → Outperform	$134 → $160
Nov-29-22	Downgrade	Robert W. Baird	Outperform → Neutral	$134 → $150
Sep-23-22	Resumed	Stephens	Overweight	$140
Sep-08-22	Initiated	Bernstein	Outperform	$153
Jun-27-22	Resumed	BofA Securities	Buy	$145
Jun-22-22	Reiterated	Oppenheimer	Outperform	$175 → $155
Apr-12-22	Initiated	Citigroup	Buy	$162
Dec-22-21	Upgrade	Stifel	Hold → Buy	$165
Aug-09-21	Downgrade	Evercore ISI	Outperform → In-line
Jun-25-21	Upgrade	MKM Partners	Neutral → Buy	$155 → $168
May-06-21	Upgrade	Cowen	Market Perform → Outperform	$137 → $164
Mar-16-21	Downgrade	MKM Partners	Buy → Neutral	$125 → $160

Show Previous Ratings

Aug-30-24 06:00PM	Fill Your Belly And Your Wallet? This High-Yield REIT Just Picked Up More Of A Popular Restaurant Chain (Benzinga)
03:13AM	Spotting Winners: Darden (NYSE:DRI) And Sit-Down Dining Stocks In Q2 (StockStory)
Aug-22-24 04:15PM	Darden Restaurants to Host Fiscal 2025 First Quarter Conference Call on September 19 (PR Newswire)
Aug-21-24 10:10AM	Darden Restaurants (DRI) Surges 3.7%: Is This an Indication of Further Gains? (Zacks)
Aug-20-24 06:41PM	Analyst Report: Darden Restaurants, Inc. (Morningstar Research)
05:25PM	Loading…
05:25PM	S&P 500 Gains and Losses Today: Palo Alto Networks Surges After Earnings Beat (Investopedia)
04:04PM	Darden Restaurant stock jumps on return of this pasta deal (Yahoo Finance Video)
Aug-19-24 05:04PM	S&P 500: Nvidia, AMD Among Big Stock Market Winners Monday (Investor's Business Daily)
Aug-15-24 11:30AM	Chili's CEO on what's next for investors after its $10.99 burger and fries deal (Yahoo Finance)
Aug-08-24 03:37AM	Are Hedge Funds Bullish on Darden Restaurants, Inc. (DRI) Now? (Insider Monkey)
Jul-26-24 01:10PM	Texas Roadhouse Says People Are Ordering Less Booze (Investopedia)
Jul-24-24 04:00PM	3 Unstoppable Stocks Set for Second-Half Success (InvestorPlace)
Jul-23-24 09:36AM	Under Armour downgraded, Snap upgraded: Wall Street's top analyst calls (The Fly)
Jul-18-24 06:40PM	Analyst Report: Darden Restaurants, Inc. (Morningstar Research)
06:03PM	Why this is 'the summer of value wars' for fast food chains (Yahoo Finance Video)
03:21PM	Loading…
03:21PM	Why Darden Restaurant Investors Arent Thrilled About the Chuys Acquisition (Barrons.com)
12:13PM	Darden Is Buying Chuys to Tap Into Mexican Food Lovers (Barrons.com)
11:37AM	Darden (DRI) to Diversify Its Portfolio by Acquiring Chuy's (Zacks)
11:16AM	Darden Restaurants to buy Tex-Mex chain Chuy's for $605M (Yahoo Finance Video)
10:48AM	Darden Restaurants to acquire Chuy's for $605 million (Chain Store Age)
10:38AM	Darden Restaurants Pays a Big Premium To Buy Chuy's Tex-Mex Restaurant Chain (Investopedia)
09:36AM	Domino's Taunts A Bearish Indicator; But This Restaurant Soars (Investor's Business Daily)
08:49AM	Domino's International Strategy Stalls; But This Restaurant Soars (Investor's Business Daily)
04:16AM	Darden Restaurants to acquire Chuys Holdings in $605m deal (Verdict Food Service)
01:03AM	Chuy's shares soar 47% on $605 million Darden Restaurants acquisition deal (Investing.com)
Jul-17-24 05:46PM	Darden Restaurants to Acquire Chuys Holdings in $605 Million Deal (The Wall Street Journal)
05:35PM	Olive Garden parent Darden to buy Chuy's in $605 million deal (Reuters)
05:01PM	Darden Restaurants buys Tex-Mex chain Chuy's for $605 million (Associated Press Finance)
04:05PM	Darden Restaurants to Acquire Chuy's Holdings, Inc. in Approximately $605 Million Transaction (PR Newswire)
12:19PM	Darden to buy Chuys for more than $600M (Restaurant Dive)
06:00AM	Loading…
Jul-12-24 06:00AM	3 Wall Street Sweetheart Stocks Poised for More Gains (InvestorPlace)
Jul-11-24 02:56PM	June CPI analysis, Delta Air Lines earnings, Costco: Morning Brief (Yahoo Finance Video)
10:35AM	Jefferies downgrades Darden Restaurants to Underperform (Yahoo Finance Video)
06:35AM	3 Underappreciated Stocks Ready to Break Out: July Edition (InvestorPlace)
Jul-08-24 02:12PM	Analyst Report: Darden Restaurants, Inc. (Morningstar Research)
Jul-04-24 08:53PM	Darden Restaurants, Inc. (DRI): Is This Restaurant Stock a Good Buy Today? (Insider Monkey)
Jun-29-24 08:00AM	Why Business Is Booming for Steakhouses Like LongHorn and Texas Roadhouse (Investopedia)
Jun-28-24 02:13PM	Do You Know It All When It Comes to Nvidia? (Motley Fool)
06:00AM	7 Consumer Cyclical Stocks to Buy for the Starkly Lopsided Recovery (InvestorPlace)
Jun-26-24 03:26PM	The 3 Smartest Restaurant Stocks to Buy With $1K Right Now (InvestorPlace)
12:52PM	Here's Why You Should Retain Darden Restaurants (DRI) Stock Now (Zacks)
Jun-24-24 08:02AM	Darden Restaurants, Inc. (NYSE:DRI) Q4 2024 Earnings Call Transcript (Insider Monkey)
Jun-22-24 07:55PM	Olive Garden parent CEO says fast food inflation driving customers to sit-down franchises (Fox Business)
Jun-21-24 01:52PM	Olive Garden raising menu prices again (Fox Business)
01:28PM	Olive Garden owners CEO says fast food is so expensive you might as well have a sit-down meal (Fortune)
09:09AM	Food Service Worker Wages Still Trending Up (Barrons.com)
06:57AM	Darden Restaurants net earnings decline to $308.1m in Q4 FY24 (Verdict Food Service)
05:00AM	Q4 2024 Darden Restaurants Inc Earnings Call (Thomson Reuters StreetEvents)
Jun-20-24 04:27PM	Analyst Report: Darden Restaurants, Inc. (Morningstar Research)
03:07PM	Why Olive Garden doesnt want to give discounts (CNN Business)
12:36PM	Top Stock Movers Now: Accenture, Nvidia, Darden Restaurants, and More (Investopedia)
12:23PM	Olive Garden Parent Expects Sales to Improve Gradually in FY2025 (Barrons.com)
12:02PM	Olive Garden owner Darden Restaurants beats profit expectations (Quartz)
11:52AM	DRI Stock Earnings: Darden Restaurants Beats EPS, Misses Revenue for Q4 2024 (InvestorPlace)
11:15AM	Heard on the Street: Breadsticks Highlight Financial Strain on Americas Middle Class (The Wall Street Journal)
11:11AM	Darden Restaurants beats earnings, but this analyst is cautious (Yahoo Finance Video)
10:51AM	Darden Restaurants Posts Adjusted EPS Beat as Ruth's Chris Sales Boost Results (Investopedia)
10:30AM	Olive Garden Parent Darden Isnt Planning to Enter Deal Wars for Customers (The Wall Street Journal)
09:30AM	Darden Restaurants (DRI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
09:09AM	Darden (DRI) Q4 Earnings Surpass Estimates, Revenues Lag (Zacks)
08:10AM	Darden Restaurants (DRI) Beats Q4 Earnings Estimates (Zacks)
07:07AM	Darden Restaurants: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
07:06AM	Darden (NYSE:DRI) Posts Q2 Sales In Line With Estimates (StockStory)
07:00AM	Darden Restaurants Reports Fiscal 2024 Fourth Quarter and Full Year Results; Increases Quarterly Dividend; And Provides Fiscal 2025 Outlook (PR Newswire)
Jun-19-24 03:01AM	Darden (DRI) Q2 Earnings: What To Expect (StockStory)
Jun-18-24 05:27PM	Housing starts data, Kroger earnings: What to Watch (Yahoo Finance Video)
09:45AM	Darden Restaurants (DRI) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
Jun-17-24 03:56PM	Red Lobster Looks to New Wall Street Savior After Woes (Bloomberg)
09:59AM	Darden (DRI) to Report Q4 Earnings: What's in Store? (Zacks)
Jun-16-24 08:19PM	The 3 Best Food Stocks to Buy in June 2024 (InvestorPlace)
12:00PM	Kroger, Lennar, Accenture, Darden, and More Stocks to Watch This Week (Barrons.com)
08:12AM	What To Expect in the Markets This Week (Investopedia)
Jun-15-24 08:35AM	Earnings Calendar Spotlight: KB Home, Lennar Stuck In Neutral As Rates Fall (Investor's Business Daily)
Jun-14-24 11:06AM	KB Home, Lennar Stand Out On Earnings Calendar As 10-Year Yield Dives (Investor's Business Daily)
09:40AM	Here's Why Darden Restaurants (DRI) is a Strong Value Stock (Zacks)
09:15AM	Unveiling Darden Restaurants (DRI) Q4 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Jun-13-24 10:00AM	Darden Restaurants (DRI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jun-08-24 02:41PM	The forgotten racial history of Red Lobster (CNN Business)
May-24-24 07:38AM	Sit-Down Dining Stocks Q1 Recap: Benchmarking Dine Brands (NYSE:DIN) (StockStory)
May-22-24 04:15PM	Darden Restaurants to Host Fiscal 2024 Fourth Quarter Conference Call on June 20 (PR Newswire)
May-20-24 03:04PM	How Red Lobsters misguided endless shrimp promotion drove it into bankruptcy (CNN Business)
06:00AM	Feeling the Pinch: 7 Restaurant Stocks Most at Risk as Consumers Dine Out Less (InvestorPlace)
12:01AM	Red Lobster Is Filing For Bankruptcy Because Of Shrimp (WSJ)
May-17-24 06:38AM	BTIG Upgrades Darden Restaurants to Buy From Neutral, Price Target is $175 (MT Newswires)
May-08-24 04:43PM	Stock Market Crash Warning: Don't Get Caught Holding These 3 Restaurant Stocks. (InvestorPlace)
May-06-24 06:56PM	The 3 Most Undervalued Restaurant Stocks to Buy in May 2024 (InvestorPlace)
May-04-24 09:10AM	CTO Realty Growth, Inc. (NYSE:CTO) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-03-24 08:30AM	What went wrong at Red Lobster (CNN Business)
07:22AM	Restaurants are competing for frugal diners dollars (CNN Business)
06:30AM	Red Lobster brought seafood to the masses. Now its on the verge of bankruptcy (CNN Business)
May-02-24 02:42PM	Stock Market Crash Alert: 3 Must-Buy Restaurant Stocks When Prices Plunge (InvestorPlace)
May-01-24 07:12PM	Analyst Report: Darden Restaurants, Inc. (Morningstar Research)
Apr-30-24 12:53PM	11 Best Fast Food Stocks To Buy According to Analysts (Insider Monkey)
Apr-26-24 12:46PM	Darden Restaurants Insider Sold Shares Worth $735,011, According to a Recent SEC Filing (MT Newswires)
Apr-23-24 04:10PM	Baum Family Investments Embarks on Triple Net Lease Strategy with $250 Million Acquisition Goal (PR Newswire)
Apr-22-24 11:08AM	Is Now A Good Time To Buy Four Corners Property Trust? (Benzinga)
Apr-18-24 10:53AM	7 Stocks Poised to Profit From the Red-Hot Job Market (InvestorPlace)
Apr-16-24 06:39PM	Red Lobster considering bankruptcy filing: report (Fox Business)
01:33PM	7 Buyback Kings to Buy as Corporate Cash Floods the Market (InvestorPlace)
12:18PM	Here's Why Investors Must Hold on to Darden (DRI) Stock Now (Zacks)

Darden Restaurants, Inc. is a full-service restaurant company, which engages in the provision of restaurant services. It operates through the following segments: Olive Garden, LongHorn Steakhouse, Fine Dining, and Other Business. The Olive Garden segment is the largest full-service dining Italian restaurant operator. The LongHorn Steakhouse segment includes the results of the company-owned LongHorn Steakhouse restaurants. The Fine Dining segment consists of the premium brands that operate within the fine-dining sub-segment of full-service dining and includes the results of its company-owned The Capital Grille and Eddie V's restaurants. The Other Business segment aggregates the remaining brands and includes the results of its company-owned Cheddar's Scratch Kitchen, Yard House, Seasons 52 and Bahama Breeze restaurants, and from franchises and consumer-packaged goods sales. The company was founded by William B. Darden in 1938 and is headquartered in Orlando, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Williamson Laura B	President, LongHorn Steakhouse	Jul 29 '24	Option Exercise	0.00	404	0	5,985	Jul 31 05:10 PM
Williamson Laura B	President, LongHorn Steakhouse	Jul 29 '24	Option Exercise	0.00	1,010	0	11,672	Jul 31 05:10 PM
Vennam Rajesh	SVP, CFO	Jul 29 '24	Option Exercise	0.00	1,515	0	10,813	Jul 31 05:10 PM
Milanes Douglas J.	SVP, Chief Supply Chain Ofcr	Jul 29 '24	Option Exercise	0.00	3,029	0	10,558	Jul 31 05:08 PM
Martin Melvin John	President, SRG	Jul 29 '24	Option Exercise	0.00	4,544	0	19,341	Jul 31 05:08 PM
Madonna John W.	SVP, Corporate Controller	Jul 29 '24	Option Exercise	0.00	1,515	0	9,525	Jul 31 05:08 PM
Burrowes Todd	President, Business Developmt	Jul 29 '24	Option Exercise	0.00	5,048	0	54,112	Jul 31 05:08 PM
Connelly Susan M.	SVP, Chief Comm & PA Officer	Jul 29 '24	Option Exercise	0.00	2,019	0	10,098	Jul 31 05:07 PM
Kiernan Daniel J.	President, Olive Garden	Jul 29 '24	Option Exercise	0.00	169	0	169	Jul 31 05:07 PM
Kiernan Daniel J.	President, Olive Garden	Jul 29 '24	Option Exercise	0.00	4,544	0	29,144	Jul 31 05:07 PM
Kiernan Daniel J.	President, Olive Garden	Jul 29 '24	Sale	142.14	169	24,022	0	Jul 31 05:07 PM
Cardenas Ricardo	President and CEO	Jul 29 '24	Option Exercise	0.00	7,572	0	64,510	Jul 31 05:07 PM
Broad Matthew R	SVP General Counsel	Jul 29 '24	Option Exercise	0.00	4,038	0	25,664	Jul 31 05:07 PM
King Sarah H.	SVP, Chief People Officer	Jul 30 '24	Option Exercise	85.83	11,509	987,817	16,388	Jul 31 05:07 PM
King Sarah H.	SVP, Chief People Officer	Jul 29 '24	Option Exercise	0.00	3,282	0	6,129	Jul 31 05:07 PM
King Sarah H.	SVP, Chief People Officer	Jul 30 '24	Sale	147.06	15,941	2,344,266	447	Jul 31 05:07 PM
Vennam Rajesh	SVP, CFO	Jul 28 '24	Option Exercise	0.00	4,760	0	10,884	Jul 30 07:22 PM
Milanes Douglas J.	SVP, Chief Supply Chain Ofcr	Jul 28 '24	Option Exercise	0.00	2,578	0	8,158	Jul 30 07:22 PM
Martin Melvin John	President, SRG	Jul 28 '24	Option Exercise	0.00	4,760	0	16,451	Jul 30 07:22 PM
Madonna John W.	SVP, Corporate Controller	Jul 28 '24	Option Exercise	0.00	1,389	0	8,350	Jul 30 07:22 PM
King Sarah H.	SVP, Chief People Officer	Jul 28 '24	Option Exercise	0.00	3,173	0	3,620	Jul 30 07:22 PM
Kiernan Daniel J.	President, Olive Garden	Jul 28 '24	Option Exercise	0.00	85	0	85	Jul 30 07:22 PM
Kiernan Daniel J.	President, Olive Garden	Jul 28 '24	Option Exercise	0.00	5,156	0	26,443	Jul 30 07:22 PM
Kiernan Daniel J.	President, Olive Garden	Jul 28 '24	Sale	142.14	85	12,082	0	Jul 30 07:22 PM
Connelly Susan M.	SVP, Chief Comm & PA Officer	Jul 28 '24	Option Exercise	0.00	1,983	0	8,563	Jul 30 07:22 PM
Williamson Laura B	President, LongHorn Steakhouse	Jul 28 '24	Option Exercise	0.00	317	0	5,660	Jul 30 07:22 PM
Williamson Laura B	President, LongHorn Steakhouse	Jul 28 '24	Option Exercise	0.00	793	0	10,857	Jul 30 07:22 PM
Cardenas Ricardo	President and CEO	Jul 28 '24	Option Exercise	0.00	8,728	0	60,374	Jul 30 07:21 PM
Burrowes Todd	President, Business Developmt	Jul 28 '24	Option Exercise	0.00	4,760	0	50,938	Jul 30 07:21 PM
Broad Matthew R	SVP General Counsel	Jul 28 '24	Option Exercise	0.00	3,967	0	23,188	Jul 30 07:21 PM
Broad Matthew R	SVP General Counsel	Jul 29 '24	Sale	146.48	5,171	757,428	16,155	Jul 30 07:21 PM
SARAH H KING	Officer	Jul 30 '24	Proposed Sale	147.06	15,941	2,344,266		Jul 30 05:35 PM
MATTHEW R BROAD	Officer	Jul 29 '24	Proposed Sale	146.48	5,171	757,428		Jul 29 05:25 PM
Martin Melvin John	President, SRG	Jul 25 '24	Sale	141.09	2,500	352,727	11,691	Jul 26 04:18 PM
Broad Matthew R	SVP General Counsel	Apr 25 '24	Option Exercise	85.83	4,707	404,002	23,886	Apr 26 12:42 PM
Broad Matthew R	SVP General Counsel	Apr 25 '24	Sale	156.15	4,707	735,011	19,179	Apr 26 12:42 PM
Simon William S	Director	Apr 08 '24	Sale	158.21	1,219	192,858	6,281	Apr 09 02:34 PM
Martin Melvin John	President, SRG	Mar 27 '24	Option Exercise	85.83	7,673	658,574	24,881	Mar 29 02:40 PM
Martin Melvin John	President, SRG	Mar 27 '24	Sale	165.52	7,673	1,270,037	17,208	Mar 29 02:40 PM
Martin Melvin John	President, SRG	Mar 28 '24	Sale	167.62	3,100	519,622	14,108	Mar 29 02:40 PM
Broad Matthew R	SVP General Counsel	Jan 31 '24	Option Exercise	85.83	4,500	386,235	25,972	Feb 01 01:47 PM
Broad Matthew R	SVP General Counsel	Jan 31 '24	Sale	163.26	6,831	1,115,257	19,141	Feb 01 01:47 PM
Madonna John W.	SVP, Corporate Controller	Jan 08 '24	Option Exercise	85.83	3,836	329,244	10,807	Jan 09 11:01 AM
Madonna John W.	SVP, Corporate Controller	Jan 08 '24	Sale	163.80	3,836	628,333	6,971	Jan 09 11:01 AM
FOGARTY JAMES P	Director	Dec 31 '23	Option Exercise	0.00	1,180	0	24,215	Jan 03 12:31 PM
King Sarah H.	SVP, Chief People Officer	Dec 19 '23	Sale	165.25	4,286	708,255	325	Dec 21 04:37 PM
Martin Melvin John	President, SRG	Dec 19 '23	Option Exercise	59.68	6,967	415,791	24,126	Dec 21 10:09 AM
Martin Melvin John	President, SRG	Dec 19 '23	Sale	165.12	6,967	1,150,410	17,159	Dec 21 10:09 AM
Milanes Douglas J.	SVP, Chief Supply Chain Ofcr	Dec 19 '23	Sale	166.34	3,496	581,527	5,458	Dec 21 10:09 AM
Connelly Susan M.	SVP, Chief Comm & PA Officer	Oct 20 '23	Sale	141.43	1,070	151,331	8,253	Oct 20 02:24 PM
Martin Melvin John	President, SRG	Oct 03 '23	Option Exercise	59.68	2,966	177,011	20,109	Oct 04 04:26 PM
Martin Melvin John	President, SRG	Oct 03 '23	Sale	139.62	2,966	414,111	17,143	Oct 04 04:26 PM
MENSAH NANA	Director	Sep 29 '23	Sale	144.03	1,219	175,575	10	Oct 03 03:36 PM
LEE EUGENE I JR	Director	Sep 20 '23	Option Exercise	0.00	2,742	0	160,699	Sep 22 04:40 PM
Simon William S	Director	Sep 20 '23	Option Exercise	0.00	1,219	0	7,500	Sep 22 04:39 PM
MENSAH NANA	Director	Sep 20 '23	Option Exercise	0.00	1,219	0	1,229	Sep 22 04:39 PM
FOGARTY JAMES P	Director	Sep 20 '23	Option Exercise	0.00	1,219	0	23,035	Sep 22 04:38 PM

Open in Screener

IMVT

Immunovant Inc

Sep 06 • 04:00PM ET

34.03

Dollar change +0.41
Percentage change 1.22	%

Healthcare • Biotechnology • USA • NASD

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Held by: VTI IWM XBI VB VBR VXF IWO IBB SCHA VTWO

Index	RUT	P/E	-	EPS (ttm)	-1.92	Insider Own	57.71%	Shs Outstand	145.58M	Perf Week	9.85%
Market Cap	4.98B	Forward P/E	-	EPS next Y	-2.32	Insider Trans	-0.23%	Shs Float	61.90M	Perf Month	26.13%
Income	-272.55M	PEG	-	EPS next Q	-0.59	Inst Own	50.55%	Short Float	19.76%	Perf Quarter	33.82%
Sales	0.00M	P/S	-	EPS this Y	-31.34%	Inst Trans	5.01%	Short Ratio	12.23	Perf Half Y	4.90%
Book/sh	3.73	P/B	9.13	EPS next Y	6.24%	ROA	-57.93%	Short Interest	12.23M	Perf Year	47.83%
Cash/sh	3.83	P/C	8.89	EPS next 5Y	3.69%	ROE	-64.54%	52W Range	19.50 - 45.58	Perf YTD	-19.23%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-50.04%	52W High	-25.34%	Beta	0.70
Dividend TTM	-	Quick Ratio	13.08	Sales past 5Y	0.00%	Gross Margin	-	52W Low	74.51%	ATR (14)	1.35
Dividend Ex-Date	-	Current Ratio	13.08	EPS Y/Y TTM	0.52%	Oper. Margin	0.00%	RSI (14)	67.89	Volatility	4.83% 4.17%
Employees	207	Debt/Eq	0.00	Sales Y/Y TTM	-	Profit Margin	-	Recom	1.00	Target Price	48.43
Option/Short	Yes / Yes	LT Debt/Eq	0.00	EPS Q/Q	-5.29%	Payout	-	Rel Volume	1.55	Prev Close	33.62
Sales Surprise	-	EPS Surprise	-0.53%	Sales Q/Q	-	Earnings	Aug 06 AMC	Avg Volume	1.00M	Price	34.03
SMA20	10.03%	SMA50	16.02%	SMA200	4.02%	Trades		Volume	1,549,499	Change	1.22%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-28-24	Initiated	Oppenheimer	Outperform	$50
Mar-13-24	Initiated	Goldman	Buy	$50
Feb-20-24	Initiated	JP Morgan	Overweight	$51
Feb-15-24	Initiated	Wolfe Research	Outperform	$55
Dec-12-23	Initiated	Deutsche Bank	Buy	$50
Oct-13-23	Upgrade	UBS	Neutral → Buy	$18 → $55
Sep-26-23	Upgrade	Raymond James	Mkt Perform → Outperform	$40
May-01-23	Initiated	BofA Securities	Buy	$26
Apr-25-23	Initiated	Citigroup	Buy	$28
Mar-31-23	Initiated	Piper Sandler	Overweight	$28
Mar-30-23	Initiated	Stifel	Buy	$28
Feb-15-23	Initiated	Cantor Fitzgerald	Overweight	$30
Feb-13-23	Upgrade	Guggenheim	Neutral → Buy	$30
Jan-03-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$10 → $27
Sep-26-22	Downgrade	UBS	Buy → Neutral	$7 → $5
Dec-08-21	Initiated	Wells Fargo	Equal Weight	$9
Aug-03-21	Downgrade	Robert W. Baird	Outperform → Neutral	$20 → $10
Aug-02-21	Downgrade	Credit Suisse	Neutral → Underperform	$12 → $7
Jun-01-21	Downgrade	Stifel	Buy → Hold	$28 → $9
Jun-01-21	Downgrade	Guggenheim	Buy → Neutral

Show Previous Ratings

Sep-05-24 11:31AM	Why Is Immunovant (IMVT) Up 13.8% Since Last Earnings Report? (Zacks) +9.55%
06:30AM	Immunovant to Host Graves' Disease Program Update on September 9, 2024 (GlobeNewswire)
Aug-09-24 12:20AM	Q1 2025 Roivant Sciences Ltd Earnings Call (Thomson Reuters StreetEvents)
Aug-06-24 04:05PM	Immunovant Reports Financial Results and Provides Corporate Updates for the Quarter Ended June 30, 2024 (GlobeNewswire)
Jun-28-24 11:30AM	Immunovant (IMVT) Down 1.6% Since Last Earnings Report: Can It Rebound? (Zacks)
08:04AM	Loading…
May-31-24 08:04AM	Roivant Sciences Ltd. (NASDAQ:ROIV) Q4 2023 Earnings Call Transcript (Insider Monkey)
02:26AM	Q4 2024 Roivant Sciences Ltd Earnings Call (Thomson Reuters StreetEvents)
May-30-24 04:02PM	After Biohaven Kerfuffle, Immunovant Dives On A Surprise Delay (Investor's Business Daily) -10.69%
11:29AM	Immunovant (IMVT) Falls as Q4 Earnings Miss, Pipeline in Focus (Zacks)
07:22AM	Immunovant changes up plans for closely watched autoimmune drugs (BioPharma Dive)
05:53AM	Immunovant shunts next-gen FcRn drug ahead of batoclimab in race to rival Vyvgart (FierceBiotech.com)
May-29-24 09:53PM	IMVT Stock Earnings: Immunovant Misses EPS for Q4 2024 (InvestorPlace)
04:06PM	Biohaven Tumbles After Protein-Degrading Drug Misses Expectations; Immunovant, Argenx Jump (Investor's Business Daily)
04:01PM	Immunovant Provides Corporate Updates and Reports Financial Results for the Fourth Quarter and Fiscal Year Ended March 31, 2024 (GlobeNewswire)
10:17AM	Biohaven Crashes After Protein-Degrading Drug Misses Expectations; Immunovant, Argenx Jump (Investor's Business Daily)
06:28PM	Loading…
May-27-24 06:28PM	Institutional Investors are Betting on Roivant Sciences (NASDAQ:ROIV) (Insider Monkey)
May-13-24 09:55AM	Wall Street Analysts Think Immunovant (IMVT) Could Surge 68.63%: Read This Before Placing a Bet (Zacks)
May-08-24 02:43AM	Greenlight Capital Initiated a Position in Roivant Sciences (ROIV) in Q1 (Insider Monkey)
Apr-24-24 11:33AM	Should You Retain Your Conviction in Rocket Pharmaceuticals (RCKT)? (Insider Monkey)
07:39AM	Should You Hold Immunovant (IMVT)? (Insider Monkey)
Apr-22-24 11:53AM	Here's Why You Should Add Immunovant (IMVT) to Your Portfolio (Zacks)
Apr-17-24 12:00PM	What Makes Immunovant (IMVT) a New Buy Stock (Zacks) -6.48%
Mar-25-24 03:00PM	Wall Streets Favorite Biotech Stocks? 3 Names That Could Make You Filthy Rich (InvestorPlace)
Mar-21-24 04:45PM	Argenx, Immunovant Soar As Tourmaline Plummets On A Rival's Lackluster Test Results (Investor's Business Daily)
11:31AM	OmniAb, Inc. (NASDAQ:OABI) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-17-24 05:20PM	11 Oversold Biotech Stocks To Buy Right Now (Insider Monkey)
Mar-14-24 07:04AM	10 Stocks George Soros and Insiders Are Crazy About (Insider Monkey)
Mar-13-24 11:30AM	Why Is Immunovant, Inc. (IMVT) Down 14.7% Since Last Earnings Report? (Zacks)
Mar-12-24 07:30AM	Immunovant Awarded U.S. Patent for IMVT-1402 (GlobeNewswire)
Mar-08-24 09:35AM	Here's Why Immunovant, Inc. (IMVT) is Poised for a Turnaround After Losing -8.02% in 4 Weeks (Zacks)
03:04PM	Loading…
Feb-26-24 03:04PM	3 Under-the-Radar Biotech Stocks With Upcoming Catalysts in 2024 (InvestorPlace)
Feb-23-24 11:22PM	Immunovant Inc CFO Eva Barnett Sells 2,930 Shares (GuruFocus.com)
Feb-14-24 04:35AM	Immunovant Inc (IMVT) Reports Fiscal Q3 Results: Expands Clinical Programs Amid Rising R&D Costs (GuruFocus.com)
12:29AM	Q3 2024 Roivant Sciences Ltd Earnings Call (Thomson Reuters StreetEvents)
Feb-13-24 07:26AM	Immunovant (IMVT) Up 3% as Q3 Earnings Top, Pipeline in Focus (Zacks)
Feb-12-24 07:00AM	Immunovant Reports Financial Results and Provides Corporate Updates for the Quarter Ended December 31, 2023 (GlobeNewswire)
Feb-06-24 02:38PM	7 Russell 2000 Stocks to Buy for the Next Bull Run: February 2024 (InvestorPlace)
Jan-22-24 06:07AM	Should You Invest in Immunovant (IMVT)? (Insider Monkey)
Jan-19-24 04:39PM	3 Top-Rated Russell 2000 Stocks Wall Street Analysts Are Loving Now: January 2024 (InvestorPlace)
Jan-13-24 03:02AM	Immunovant Inc CFO Eva Barnett Sells 3,515 Shares (GuruFocus.com)
Jan-03-24 08:00AM	Immunovant to Present at the 42nd Annual J.P. Morgan Healthcare Conference (GlobeNewswire) -6.33%
Dec-26-23 10:01AM	Immunovant (IMVT) Rose on Positive Clinical Trial (Insider Monkey) +6.53%
Dec-21-23 04:09PM	Immunovant Scores Much-Needed Win Following Argenx-Led Sell-off (Investor's Business Daily) +8.07% +6.09%
11:00AM	Immunovant (IMVT) Up on Upbeat Initial Batoclimab GD Study Data (Zacks)
10:57AM	Autoimmune Disease Player Immunovant's Investigational Drug For Immune System Disorder Shows Response Rates Of Over 50% (Benzinga)
06:49AM	Immunovant stakes claim for FcRn niche, posting midphase Graves' data and plotting next steps (FierceBiotech.com)
Dec-20-23 04:30PM	Roivant Reports Positive Initial Phase 2 Results for Batoclimab in Graves' Disease (GlobeNewswire) -12.84%
04:30PM	Immunovant Reports Positive Initial Phase 2 Results for Batoclimab in Graves' Disease (GlobeNewswire)
Dec-19-23 10:16AM	11 Stocks Insiders and Billionaires Are Crazy About (Insider Monkey)
Dec-01-23 01:01AM	Here's Why Immunovant (IMVT) Outperformed in Q3 (Insider Monkey)
Nov-29-23 10:22AM	Immunovant (IMVT) Up on Positive Initial IMVT-1402 MAD Study Data (Zacks) +6.19%
Nov-28-23 07:00AM	Roivant Announces Positive IMVT-1402 Initial 600 mg MAD Results that Confirm Best-in-Class Potential (GlobeNewswire) +7.36%
07:00AM	Immunovant Announces Positive IMVT-1402 Initial 600 mg MAD Results that Confirm Best-in-Class Potential (GlobeNewswire)
Nov-25-23 11:03AM	Immunovant Inc CEO Peter Salzmann Sells Over 16,000 Shares (GuruFocus.com)
Nov-14-23 12:30AM	Q2 2024 Roivant Sciences Ltd Earnings Call (Thomson Reuters StreetEvents) +6.62%
Nov-13-23 08:00AM	Immunovant to Present at Upcoming Investor Conferences (GlobeNewswire)
Nov-10-23 07:19AM	Immunovant (IMVT) Q2 Earnings Top Estimates, Pipeline in Focus (Zacks)
Nov-09-23 08:17AM	Immunovant Inc (IMVT) Reports Fiscal Q2 Results: R&D Investments Surge Amidst Clinical Progress (GuruFocus.com) -6.23%
07:00AM	Immunovant Reports Financial Results and Provides Corporate Updates for the Quarter Ended September 30, 2023 (GlobeNewswire)
Oct-27-23 11:02PM	Insider Sell: Chief Legal Officer Mark Levine Sells 4,107 Shares of Immunovant Inc (GuruFocus.com)
Oct-13-23 09:50AM	Netflix downgraded, Applied Materials upgraded: Wall Street's top analyst calls (The Fly) +6.04%
Oct-11-23 11:01PM	CFO Eva Barnett Sells 4,557 Shares of Immunovant Inc (IMVT) (GuruFocus.com)
Oct-07-23 01:00AM	CEO Peter Salzmann Sells 5,239 Shares of Immunovant Inc (IMVT) (GuruFocus.com)
Oct-05-23 03:01AM	Sciences Roivant, Director and 10% Owner, Buys 1,526,316 Shares of Immunovant Inc (IMVT) (GuruFocus.com) +7.64%
Oct-02-23 04:52PM	Immunovant Announces Closing of Upsized Common Stock Financing and Full Exercise of Underwriters' Option to Purchase Additional Shares (GlobeNewswire) -9.77%
Sep-28-23 09:58AM	Biotech Stock Roundup: ICPT Up on Buyout Deal, IMVT & PLRX Gain on Study Data (Zacks)
Sep-27-23 11:41PM	Immunovant Announces Pricing of $450 Million Common Stock Financing (GlobeNewswire)
04:09PM	Biohaven, Yet Another Rival To Argenx In Autoimmune Drugs, Just Rocketed 33% (Investor's Business Daily)
04:06PM	Immunovant Parlays Its Shot At Rivaling Argenx Into A $300 Million Offering (Investor's Business Daily)
12:25PM	Biohaven, Yet Another Argenx Rival In Autoimmune Drugs, Just Rocketed 29% (Investor's Business Daily)
12:21PM	Why Immunovant Stock Is Bolting Higher Today (Motley Fool)
09:25AM	Immunovant (IMVT) Soars on Upbeat Initial IMVT-1402 Study Data (Zacks)
Sep-26-23 05:00PM	Immunovant Announces Proposed Offering of $300 Million of Common Stock (GlobeNewswire) +97.04%
04:13PM	Immunovant Doubles And Slugs Argenx As Autoimmune Disease Battle Heats Up (Investor's Business Daily)
04:06PM	Immunovant Shares Skyrocket After Trial of Its Autoimmune Drug Beats Expectations (Investopedia)
03:23PM	Why Shares of Immunovant Are Soaring on Tuesday (Motley Fool)
02:26PM	Rebel's Edge - September 26: $IMVT, $PLRX, $UNFI, and The PAC12 (TheStreet.com)
10:01AM	Immunovant Soars 73% And Slugs Argenx As Autoimmune Disease Battle Heats Up (Investor's Business Daily)
09:10AM	These 2 Biotech Stocks Are Bucking a Down Market Tuesday (Motley Fool)
06:00AM	Immunovant Announces Positive Initial IMVT-1402 Phase 1 SAD and 300 mg Subcutaneous MAD Results (GlobeNewswire)
Sep-25-23 11:01PM	Immunovant to Host Conference Call and Webcast to Report Initial IMVT-1402 Phase 1 Results on September 26, 2023 (GlobeNewswire)
Aug-17-23 09:31AM	15 Best-Performing Stocks in the Last 12 Months (Insider Monkey) -5.09%
Aug-12-23 08:25AM	We're Not Very Worried About Immunovant's (NASDAQ:IMVT) Cash Burn Rate (Simply Wall St.)
Aug-11-23 11:20AM	Immunovant (IMVT) Q1 Loss Wider Y/Y, Pipeline in Focus (Zacks)
Aug-10-23 07:00AM	Immunovant Reports Financial Results and Provides Corporate Updates for the Quarter Ended June 30, 2023 (GlobeNewswire) +6.69%
Aug-09-23 06:26AM	Daily Vickers Top Buyers & Sellers for 08/09/2023 (Argus Research)
Aug-01-23 10:00AM	Top Stocks for August 2023 (Investopedia)
Jul-03-23 09:00AM	Top Growth Stocks for July 2023 (Investopedia)
Jul-01-23 09:00AM	Top Stocks for July 2023 (Investopedia)
Jun-29-23 01:42AM	Q4 2023 Roivant Sciences Ltd Earnings Call (Thomson Reuters StreetEvents)
Jun-21-23 11:30AM	Immunovant, Inc. (IMVT) Down 10.6% Since Last Earnings Report: Can It Rebound? (Zacks)
May-23-23 09:48AM	Immunovant (IMVT) Q4 Earnings Top Estimates, Pipeline in Focus (Zacks) -6.36%
06:05AM	Estimating The Intrinsic Value Of Immunovant, Inc. (NASDAQ:IMVT) (Simply Wall St.)
May-22-23 07:00AM	Immunovant Provides Corporate Updates and Reports Financial Results for the Fourth Quarter and Fiscal Year Ended March 31, 2023 (GlobeNewswire) +11.98%
Apr-05-23 01:45PM	The Quant Trading System Picking Stocks That Soar 300% (InvestorPlace)
Feb-15-23 01:14PM	Immunovant Could Potentially Be An M&A Target, Writes Analyst (Benzinga)
Feb-03-23 07:00AM	Immunovant Reports Financial Results and Recent Business Updates for the Quarter Ended December 31, 2022 (GlobeNewswire)
Dec-29-22 11:04AM	We Think Immunovant (NASDAQ:IMVT) Can Afford To Drive Business Growth (Simply Wall St.)
Dec-19-22 07:53AM	The Zacks Analyst Blog Highlights Merck, Vertex Pharmaceuticals, Immunocore Holdings and Immunovant (Zacks)
Dec-16-22 08:06AM	4 Drug Stocks Up More Than 40% YTD With Room to Grow in 2023 (Zacks)

Immunovant, Inc. is a clinical-stage biopharmaceutical company, which focuses on enabling normal lives for patients with autoimmune diseases. It is developing a novel, fully human monoclonal antibody IMVT-1401 that selectively binds to and inhibits the neonatal fragment crystallizable receptor. The company was founded in 2018 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Levine Mark S.	Chief Legal Officer	Aug 21 '24	Sale	31.86	3,295	104,976	330,099	Aug 23 04:15 PM
Macias William L.	Chief Medical Officer	Aug 21 '24	Sale	31.86	3,027	96,437	368,332	Aug 23 04:14 PM
Barnett Eva Renee	Chief Financial Officer	Aug 21 '24	Sale	31.86	3,768	120,045	343,776	Aug 23 04:11 PM
Butchko Julia G.	Chief Development Officer	Aug 21 '24	Sale	31.86	3,027	96,437	440,959	Aug 23 04:10 PM
Salzmann Peter	Chief Executive Officer	Aug 21 '24	Sale	31.86	15,068	480,052	1,008,344	Aug 23 04:07 PM
Stout Jay S	Chief Technology Officer	Jul 24 '24	Sale	27.76	2,813	78,089	144,926	Jul 26 04:20 PM
Geffner Michael	Chief Medical Officer	Jul 24 '24	Sale	27.76	3,456	95,939	138,160	Jul 26 04:19 PM
Levine Mark S.	Chief Legal Officer	Jul 24 '24	Sale	27.76	4,015	111,456	333,394	Jul 26 04:17 PM
Levine Mark S.	Chief Legal Officer	Jul 17 '24	Sale	29.69	2,505	74,382	337,409	Jul 19 05:42 PM
Macias William L.	Chief Medical Officer	Jul 17 '24	Sale	29.69	3,044	90,386	371,359	Jul 19 05:41 PM
Barnett Eva Renee	Chief Financial Officer	Jul 17 '24	Sale	29.69	3,123	92,733	347,544	Jul 19 05:39 PM
Butchko Julia G.	Chief Development Officer	Jul 17 '24	Sale	29.69	2,867	85,132	443,986	Jul 19 05:38 PM
Salzmann Peter	Chief Executive Officer	Jul 17 '24	Sale	29.69	8,685	257,887	1,023,412	Jul 19 05:36 PM
Barnett Eva Renee	Chief Financial Officer	Jul 09 '24	Sale	28.06	4,747	133,201	350,667	Jul 10 05:07 PM
Butchko Julia G.	Chief Development Officer	Jul 09 '24	Sale	28.06	1,527	42,848	446,853	Jul 10 05:06 PM
Salzmann Peter	Chief Executive Officer	Jul 09 '24	Sale	28.06	4,619	129,609	1,032,097	Jul 10 05:04 PM
Barnett Eva Renee	Chief Financial Officer	May 22 '24	Sale	29.65	4,042	119,845	355,414	May 24 04:18 PM
Salzmann Peter	Chief Executive Officer	May 22 '24	Sale	29.65	16,163	479,233	1,036,716	May 24 04:15 PM
Butchko Julia G.	Chief Development Officer	May 22 '24	Sale	29.65	3,247	96,274	448,380	May 24 04:14 PM
Macias William L.	Chief Medical Officer	May 22 '24	Sale	29.65	3,247	96,274	374,403	May 24 04:13 PM
Levine Mark S.	Chief Legal Officer	May 22 '24	Sale	29.65	3,242	96,125	339,914	May 24 04:10 PM
Geffner Michael	Chief Medical Officer	Apr 24 '24	Sale	28.90	3,261	94,243	141,616	Apr 26 05:22 PM
Stout Jay S	Chief Technology Officer	Apr 24 '24	Sale	28.90	7,239	209,207	147,739	Apr 26 05:20 PM
Levine Mark S.	Chief Legal Officer	Apr 24 '24	Sale	28.90	3,963	114,531	343,156	Apr 26 05:18 PM
Levine Mark S.	Chief Legal Officer	Apr 17 '24	Sale	29.06	9,827	285,554	347,119	Apr 19 06:06 PM
Macias William L.	Chief Medical Officer	Apr 17 '24	Sale	29.06	8,280	240,602	377,650	Apr 19 06:05 PM
Barnett Eva Renee	Chief Financial Officer	Apr 17 '24	Sale	29.06	12,253	356,049	359,456	Apr 19 06:01 PM
Butchko Julia G.	Chief Development Officer	Apr 17 '24	Sale	29.06	10,115	293,923	451,627	Apr 19 05:59 PM
Salzmann Peter	Chief Executive Officer	Apr 17 '24	Sale	29.06	34,079	990,269	1,052,879	Apr 19 05:57 PM
Barnett Eva Renee	Chief Financial Officer	Apr 09 '24	Sale	31.18	3,689	115,023	371,709	Apr 10 04:18 PM
Butchko Julia G.	Chief Development Officer	Apr 09 '24	Sale	31.18	1,053	32,833	461,742	Apr 10 04:16 PM
Salzmann Peter	Chief Executive Officer	Apr 09 '24	Sale	31.18	4,807	149,882	1,086,958	Apr 10 04:14 PM
Barnett Eva Renee	Chief Financial Officer	Feb 22 '24	Sale	36.15	2,930	105,920	320,420	Feb 23 04:21 PM
Levine Mark S.	Chief Legal Officer	Feb 22 '24	Sale	36.15	2,134	77,144	301,968	Feb 23 04:18 PM
Macias William L.	Chief Medical Officer	Feb 22 '24	Sale	36.15	2,221	80,289	330,952	Feb 23 04:16 PM
Butchko Julia G.	Chief Development Officer	Feb 22 '24	Sale	36.15	2,146	77,578	407,817	Feb 23 04:14 PM
Salzmann Peter	Chief Executive Officer	Feb 22 '24	Sale	36.15	13,454	486,362	931,231	Feb 23 04:11 PM
Levine Mark S.	Chief Legal Officer	Jan 26 '24	Sale	37.92	3,027	114,778	304,102	Jan 29 04:12 PM
Geffner Michael	Chief Medical Officer	Jan 26 '24	Sale	37.92	10,101	383,012	89,899	Jan 29 04:11 PM
Macias William L.	Chief Medical Officer	Jan 18 '24	Sale	41.03	424	17,397	333,173	Jan 19 04:04 PM
Barnett Eva Renee	Chief Financial Officer	Jan 11 '24	Sale	41.83	3,515	147,023	323,350	Jan 12 04:34 PM
Butchko Julia G.	Chief Development Officer	Jan 05 '24	Sale	38.59	1,297	50,051	409,963	Jan 09 04:20 PM
Salzmann Peter	Chief Executive Officer	Jan 05 '24	Sale	38.59	3,824	147,568	944,685	Jan 09 04:18 PM
Fromkin Andrew J.	Director	Dec 01 '23	Sale	39.73	12,350	490,697	88,658	Dec 05 04:30 PM
Pande Atul	Director	Dec 01 '23	Sale	39.73	12,350	490,667	83,158	Dec 05 04:28 PM
MIGAUSKY GEORGE V	Director	Dec 01 '23	Sale	39.73	12,700	504,567	109,808	Dec 05 04:25 PM
Salzmann Peter	Chief Executive Officer	Nov 22 '23	Sale	32.78	16,217	531,581	948,509	Nov 24 02:55 PM
Barnett Eva Renee	Chief Financial Officer	Nov 22 '23	Sale	32.78	4,055	132,920	326,865	Nov 24 02:51 PM
Butchko Julia G.	Chief Development Officer	Nov 22 '23	Sale	32.78	3,265	107,024	411,260	Nov 24 02:47 PM
Macias William L.	Chief Medical Officer	Nov 22 '23	Sale	32.78	3,265	107,024	333,597	Nov 24 02:45 PM
Levine Mark S.	Chief Legal Officer	Nov 22 '23	Sale	32.78	3,252	106,598	307,129	Nov 24 02:41 PM
Levine Mark S.	Chief Legal Officer	Oct 25 '23	Sale	34.66	4,107	142,349	310,381	Oct 27 04:04 PM
Macias William L.	Chief Medical Officer	Oct 19 '23	Sale	36.80	530	19,504	336,862	Oct 20 04:06 PM
Barnett Eva Renee	Chief Financial Officer	Oct 10 '23	Sale	36.92	4,557	168,244	330,920	Oct 11 04:11 PM
Butchko Julia G.	Chief Development Officer	Oct 05 '23	Sale	36.24	1,735	62,885	414,525	Oct 06 05:15 PM
Salzmann Peter	Chief Executive Officer	Oct 05 '23	Sale	36.24	5,239	189,887	964,726	Oct 06 05:10 PM
Roivant Sciences Ltd.	Director	Oct 02 '23	Buy	38.00	1,526,316	58,000,008	79,805,331	Oct 04 05:15 PM

Open in Screener

CTAS

Cintas Corporation

Sep 06 • 04:00PM ET

781.90

Dollar change -17.02
Percentage change -2.13	%

Industrials • Specialty Business Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

CTAS Cintas Corporation daily Stock Chart

Held by: VTI VOO QQQ VO SPY IVV VUG VOT VIG XLI

Index	NDX, S&P 500	P/E	51.61	EPS (ttm)	15.15	Insider Own	15.11%	Shs Outstand	101.25M	Perf Week	-2.17%
Market Cap	78.79B	Forward P/E	42.48	EPS next Y	18.41	Insider Trans	-0.08%	Shs Float	85.54M	Perf Month	5.64%
Income	1.57B	PEG	4.02	EPS next Q	4.01	Inst Own	64.41%	Short Float	1.77%	Perf Quarter	14.62%
Sales	9.60B	P/S	8.21	EPS this Y	10.10%	Inst Trans	0.62%	Short Ratio	3.78	Perf Half Y	24.43%
Book/sh	42.63	P/B	18.34	EPS next Y	10.34%	ROA	17.10%	Short Interest	1.51M	Perf Year	57.73%
Cash/sh	3.39	P/C	230.38	EPS next 5Y	12.85%	ROE	38.28%	52W Range	474.74 - 812.01	Perf YTD	29.74%
Dividend Est.	5.05 (0.65%)	P/FCF	47.17	EPS past 5Y	13.69%	ROI	24.13%	52W High	-3.71%	Beta	1.31
Dividend TTM	5.61 (0.72%)	Quick Ratio	0.90	Sales past 5Y	6.94%	Gross Margin	47.16%	52W Low	64.70%	ATR (14)	12.54
Dividend Ex-Date	Aug 15, 2024	Current Ratio	1.12	EPS Y/Y TTM	16.62%	Oper. Margin	21.56%	RSI (14)	52.96	Volatility	1.82% 1.40%
Employees	46500	Debt/Eq	0.62	Sales Y/Y TTM	8.86%	Profit Margin	16.31%	Recom	2.68	Target Price	771.67
Option/Short	Yes / Yes	LT Debt/Eq	0.50	EPS Q/Q	19.81%	Payout	35.65%	Rel Volume	0.93	Prev Close	798.92
Sales Surprise	0.09%	EPS Surprise	5.16%	Sales Q/Q	8.16%	Earnings	Jul 18 BMO	Avg Volume	399.77K	Price	781.90
SMA20	0.10%	SMA50	3.85%	SMA200	18.01%	Trades		Volume	370,535	Change	-2.13%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-13-24	Initiated	Wells Fargo	Underweight	$735
Aug-09-24	Initiated	Redburn Atlantic	Neutral	$670
Jul-19-24	Downgrade	Robert W. Baird	Outperform → Neutral	$750 → $775
Jul-15-24	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$725
May-24-24	Downgrade	Citigroup	Neutral → Sell	$530 → $570
Mar-28-24	Reiterated	UBS	Buy	$680 → $790
Mar-28-24	Reiterated	Robert W. Baird	Outperform	$660 → $750
Mar-28-24	Reiterated	RBC Capital Mkts	Outperform	$675 → $725
Mar-28-24	Reiterated	Goldman	Buy	$673 → $765
Mar-28-24	Reiterated	Deutsche Bank	Hold	$629 → $726
Mar-28-24	Reiterated	BofA Securities	Buy	$700 → $790
Dec-08-23	Downgrade	Deutsche Bank	Buy → Hold	$551 → $590
Nov-13-23	Initiated	Truist	Buy	$625
Sep-12-23	Upgrade	BofA Securities	Neutral → Buy	$523 → $580
Jul-24-23	Downgrade	Citigroup	Buy → Neutral	$540 → $550
Jun-01-23	Initiated	UBS	Buy	$550
Apr-27-23	Initiated	Citigroup	Buy	$540
Mar-31-23	Downgrade	Jefferies	Buy → Hold	$512 → $487
Oct-25-22	Resumed	Jefferies	Buy	$471 → $463
Jul-13-22	Initiated	Wells Fargo	Equal Weight	$393

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Cintas Corp. engages in the provision of corporate identity uniforms through rental and sales programs. It operates through the following segments: Uniform Rental and Facility Services, First Aid and Safety Services, and All Other. The Uniform Rental and Facility Services segment consists of the rental and servicing of uniforms and other garments including flame resistant clothing, mats, mops and shop towels, and other ancillary items. The First Aid and Safety Services segment includes first aid and safety products and services. The All Other segment contains fire protection services and its direct sale business. The company was founded by Richard T. Farmer in 1968 and is headquartered in Cincinnati, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rozakis Jim	Executive Vice President & COO	Jul 31 '24	Option Exercise	309.35	12,078	3,736,362	63,297	Aug 02 04:18 PM
Schneider Todd M.	CEO and Director	Jul 29 '24	Option Exercise	320.72	21,341	6,844,575	157,666	Jul 30 04:21 PM
Schneider Todd M.	CEO and Director	Jul 29 '24	Sale	764.05	6,896	5,268,889	146,936	Jul 30 04:21 PM
Schneider Todd M.	Officer	Jul 29 '24	Proposed Sale	763.06	6,896	5,262,062		Jul 29 02:54 PM
Adolph Gerald S	Director	Jul 24 '24	Option Exercise	71.17	2,554	181,768	32,790	Jul 26 04:16 PM
Adolph Gerald S	Director	Jul 24 '24	Sale	765.72	1,100	842,292	31,452	Jul 26 04:16 PM
BARRETT JOHN F	Director	May 14 '24	Option Exercise	71.17	2,554	181,768	19,694	May 16 04:16 PM
Rozakis Jim	Executive Vice President & COO	May 07 '24	Option Exercise	272.79	3,798	1,036,053	62,464	May 09 04:16 PM
Rozakis Jim	Executive Vice President & COO	May 07 '24	Sale	693.71	1,318	914,310	59,770	May 09 04:16 PM
TYSOE RONALD W	Director	May 07 '24	Option Exercise	71.17	2,554	181,768	9,209	May 09 04:16 PM
TYSOE RONALD W	Director	May 07 '24	Sale	693.95	2,291	1,589,840	6,655	May 09 04:16 PM
Hansen J. Michael	VP & CFO	Dec 22 '23	Option Exercise	183.37	25,177	4,616,792	58,058	Dec 27 04:15 PM
Hansen J. Michael	VP & CFO	Dec 22 '23	Sale	596.91	9,774	5,834,198	37,732	Dec 27 04:15 PM
Barstad Melanie W.	Director	Oct 13 '23	Option Exercise	90.68	2,390	216,725	8,640	Oct 17 04:15 PM
Barstad Melanie W.	Director	Oct 13 '23	Sale	514.17	1,968	1,011,887	6,250	Oct 17 04:15 PM

Open in Screener

TNGX

Tango Therapeutics Inc

Sep 06 • 04:00PM ET

10.89

Dollar change -0.79
Percentage change -6.76	%

Healthcare • Biotechnology • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

TNGX Tango Therapeutics Inc daily Stock Chart

Held by: VTI IWM XBI VXF IWO IBB SCHA FYX FYC VTWO

Index	RUT	P/E	-	EPS (ttm)	-1.13	Insider Own	46.57%	Shs Outstand	102.20M	Perf Week	-2.07%
Market Cap	1.17B	Forward P/E	-	EPS next Y	-1.46	Insider Trans	-5.29%	Shs Float	57.25M	Perf Month	24.89%
Income	-116.49M	PEG	-	EPS next Q	-0.37	Inst Own	56.74%	Short Float	17.67%	Perf Quarter	51.25%
Sales	42.51M	P/S	27.45	EPS this Y	-22.87%	Inst Trans	-2.65%	Short Ratio	13.16	Perf Half Y	-1.18%
Book/sh	2.31	P/B	4.71	EPS next Y	-9.87%	ROA	-30.62%	Short Interest	10.12M	Perf Year	50.00%
Cash/sh	3.01	P/C	3.62	EPS next 5Y	-	ROE	-50.58%	52W Range	5.15 - 13.03	Perf YTD	10.00%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-41.14%	52W High	-16.42%	Beta	0.85
Dividend TTM	-	Quick Ratio	7.49	Sales past 5Y	132.62%	Gross Margin	94.15%	52W Low	111.46%	ATR (14)	0.74
Dividend Ex-Date	-	Current Ratio	7.49	EPS Y/Y TTM	6.64%	Oper. Margin	-311.57%	RSI (14)	53.26	Volatility	8.15% 7.04%
Employees	140	Debt/Eq	0.15	Sales Y/Y TTM	26.16%	Profit Margin	-274.04%	Recom	1.11	Target Price	16.12
Option/Short	Yes / Yes	LT Debt/Eq	0.14	EPS Q/Q	-0.64%	Payout	-	Rel Volume	0.66	Prev Close	11.68
Sales Surprise	160.42%	EPS Surprise	30.43%	Sales Q/Q	36.15%	Earnings	Aug 07 BMO	Avg Volume	768.62K	Price	10.89
SMA20	3.98%	SMA50	11.33%	SMA200	16.93%	Trades		Volume	509,675	Change	-6.76%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-17-24	Initiated	Jefferies	Buy	$19
Apr-04-24	Initiated	Cantor Fitzgerald	Overweight
Feb-12-24	Initiated	Piper Sandler	Overweight	$18
Dec-08-23	Initiated	B. Riley Securities	Buy	$16
Oct-20-22	Upgrade	H.C. Wainwright	Neutral → Buy	$10
Sep-20-21	Initiated	SVB Leerink	Outperform	$25

Aug-28-24 07:00AM	Tango Therapeutics to Participate in Upcoming Investor Conferences (Business Wire)
Aug-18-24 09:03AM	Jefferies Predicts up to 270% Rally for These 2 Strong Buy Stocks (TipRanks)
Aug-07-24 07:00AM	Tango Therapeutics Reports Second Quarter 2024 Financial Results and Provides Business Highlights (Business Wire)
Jun-14-24 05:10AM	Tango Therapeutics (TNGX) Moves 10.3% Higher: Will This Strength Last? (Zacks) +6.44%
Jun-05-24 07:00AM	Tango Therapeutics to Present at the Goldman Sachs 45th Annual Global Healthcare Conference (Business Wire)
09:18AM	Loading…
May-23-24 09:18AM	Medivirs licensee, Tango Therapeutics, has discontinued development of its TNG348 clinical program (PR Newswire)
07:00AM	Tango Therapeutics Announces Discontinuation of TNG348 Program (Business Wire)
May-08-24 01:53PM	TNGX Stock Earnings: Tango Therapeutics Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
08:10AM	Tango Therapeutics, Inc. (TNGX) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
07:00AM	Tango Therapeutics Reports First Quarter 2024 Financial Results and Provides Business Highlights (Business Wire)
May-07-24 10:00AM	Will Tango Therapeutics, Inc. (TNGX) Report Negative Q1 Earnings? What You Should Know (Zacks)
Apr-01-24 04:48PM	Tango Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire)
Mar-20-24 05:31AM	Tango Therapeutics Inc (TNGX) Reports Full Year and Q4 2023 Financial Results (GuruFocus.com)
Mar-18-24 02:52PM	TNGX Stock Earnings: Tango Therapeutics Misses EPS, Misses Revenue for Q4 2023 (InvestorPlace) -7.09%
08:10AM	Tango Therapeutics, Inc. (TNGX) Reports Q4 Loss, Lags Revenue Estimates (Zacks)
07:00AM	Loading…
07:00AM	Tango Therapeutics Reports Fourth Quarter and Full Year 2023 Financial Results and Provides Business Highlights (Business Wire)
Mar-17-24 05:20PM	11 Oversold Biotech Stocks To Buy Right Now (Insider Monkey)
Mar-06-24 07:00AM	Tango Therapeutics to Participate in Upcoming Investor Conferences (Business Wire)
Mar-05-24 04:47PM	Tango Therapeutics to Highlight Preclinical Data on Precision Oncology Pipeline at the American Association for Cancer Research (AACR) Annual Meeting 2024 (GlobeNewswire)
Feb-07-24 08:55AM	Pancreatic Cancer Treatments Poised for Major Advances in 2024 (PR Newswire)
Jan-31-24 07:00AM	Tango Therapeutics to Present at the Guggenheim Healthcare Talks 6th Annual Biotechnology Conference (GlobeNewswire)
Jan-05-24 04:05PM	Tango Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Jan-04-24 02:47AM	Medivirs licensee, Tango Therapeutics, has dosed the first patient with TNG348, a novel USP1 inhibitor, in a phase 1/2 clinical study (PR Newswire)
Jan-03-24 07:00AM	Tango Therapeutics Announces First Patient Dosed in Phase 1/2 Trial of TNG348 in Patients with BRCA1/2-Mutant and Other HRD+ Cancers (GlobeNewswire)
Nov-13-23 07:00AM	Tango Therapeutics to Highlight Preclinical Data on PRMT5 Inhibitors at the Society for Neuro-Oncology (SNO) 28th Annual Meeting (GlobeNewswire) -9.45%
Nov-08-23 03:12PM	Tango Therapeutics Inc (TNGX) Reports Q3 2023 Financial Results and Business Updates (GuruFocus.com)
07:00AM	Tango Therapeutics Reports Third Quarter 2023 Financial Results and Provides Business Highlights (GlobeNewswire)
Nov-07-23 07:00AM	Tango Therapeutics to Present at the Jefferies London Healthcare Conference (GlobeNewswire)
Oct-10-23 11:28AM	Tango Therapeutics (TNGX) Rises 20% in a Month: Here's Why (Zacks)
Oct-09-23 08:50AM	What Makes Tango Therapeutics, Inc. (TNGX) a Good Fit for 'Trend Investing' (Zacks) -13.27%
07:00AM	Loading…
Sep-18-23 07:00AM	Tango Therapeutics to Highlight Preclinical Data on Precision Oncology Pipeline at AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics (GlobeNewswire) +5.88%
Sep-06-23 07:00AM	Tango Therapeutics Announces FDA Clearance of Investigational New Drug Application for TNG348, a Novel USP1 Inhibitor for the Treatment of BRCA1/2-mutant and Other HRD+ Cancers (GlobeNewswire)
Sep-05-23 07:00AM	Tango Therapeutics to Participate in the H.C. Wainwright 25th Annual Global Investment Conference (GlobeNewswire)
Aug-29-23 05:08PM	Tango Therapeutics Announces Updates to Its Board of Directors (GlobeNewswire) -7.51%
Aug-28-23 07:00AM	Medicenna Announces the Appointment of Jeff Caravella as Chief Financial Officer (GlobeNewswire)
Aug-10-23 07:00AM	Tango Therapeutics Announces $80 million Private Placement Financing (GlobeNewswire) -16.26%
Aug-07-23 07:00AM	Tango Therapeutics Reports Second Quarter 2023 Financial Results and Provides Business Highlights (GlobeNewswire)
Jul-24-23 07:00AM	Tango Therapeutics Announces First Patient Dosed in TNG260 Phase 1/2 Trial in Patients With STK11-Mutant Cancers (GlobeNewswire)
Jul-10-23 07:00AM	Tango Therapeutics Announces First Patient Dosed in TNG462 Phase 1/2 Trial in Patients With MTAP-deleted Solid Tumors (GlobeNewswire)
Jun-01-23 07:00AM	Tango Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-09-23 07:00AM	Tango Therapeutics Reports First Quarter 2023 Financial Results and Provides Business Highlights (GlobeNewswire) +6.40%
Apr-18-23 04:30PM	Tango Therapeutics Presents Preclinical Data on Precision Oncology Programs at the American Association of Cancer Research 2023 Annual Meeting (GlobeNewswire) -11.67%
Apr-03-23 07:00AM	Tango Therapeutics Announces FDA Clearance of Investigational New Drug Application for TNG260, a First-in-Class CoREST Inhibitor for the Treatment of STK11-Mutant Cancers (GlobeNewswire) +10.38%
Mar-27-23 07:00AM	Tango Therapeutics Reports Fourth Quarter and Full Year 2022 Financial Results and Provides Business Highlights (GlobeNewswire) -9.35%
Mar-14-23 08:11PM	Tango Therapeutics to Highlight Preclinical Data on Precision Oncology Programs at the American Association of Cancer Research 2023 Annual Meeting (GlobeNewswire)
Mar-10-23 10:15PM	Tango Therapeutics Announces Limited Exposure to Silicon Valley Bank (GlobeNewswire) -13.33% +6.45%
Mar-06-23 07:00AM	Tango Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Mar-01-23 07:00AM	Tango Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Feb-28-23 07:00AM	Tango Therapeutics Announces Appointment of Adam Crystal, M.D., Ph.D. as President of Research and Development (GlobeNewswire) +6.09%
Feb-02-23 07:00AM	Tango Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Jan-25-23 07:00AM	Tango Therapeutics Announces FDA Clearance of Investigational New Drug Application for TNG462; Provides Additional Business Updates (GlobeNewswire)
Dec-15-22 07:00AM	HOOKIPA Pharma Appoints Katia Schlienger, M.D., Ph.D., Chief Medical Officer and Malte Peters, M.D., to Board of Directors (GlobeNewswire)
Nov-10-22 07:00AM	Tango Therapeutics Reports Third Quarter 2022 Financial Results and Provides Business Highlights (GlobeNewswire) -5.27%
Nov-07-22 07:00AM	Tango Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Oct-19-22 07:00AM	Tango Therapeutics Announces Presentation of Preclinical Data on PRMT5 Inhibitors TNG908 and TNG462 in Three Abstracts Accepted at 34th EORTC-NCI-AACR Symposium on Molecular Targets and Cancer Therapeutics (GlobeNewswire)
Oct-05-22 08:10AM	Tango Therapeutics Announces Presentation of Preclinical Data on TNG260 and Discovery Platform Advances at SITC 37th Annual Meeting (GlobeNewswire)
Sep-06-22 07:00AM	Tango Therapeutics to Participate in the H.C. Wainwright 24th Annual Global Investment Conference (GlobeNewswire) -12.62%
Aug-13-22 08:27AM	The Tango Therapeutics, Inc. (NASDAQ:TNGX) Second-Quarter Results Are Out And Analysts Have Published New Forecasts (Simply Wall St.)
Aug-10-22 07:00AM	Tango Therapeutics Reports Second Quarter 2022 Financial Results and Provides Business Highlights (GlobeNewswire) +22.41%
Aug-02-22 07:00AM	Tango Therapeutics to Participate in the 13th Annual Wedbush PacGrow Healthcare Conference (GlobeNewswire) +6.30%
Jun-27-22 07:00AM	Tango Therapeutics Added to Russell 2000®, 3000® and Microcap® Indexes (GlobeNewswire)
Jun-20-22 07:26AM	We Think Tango Therapeutics (NASDAQ:TNGX) Can Afford To Drive Business Growth (Simply Wall St.)
Jun-08-22 07:00AM	Tango Therapeutics to Participate in the Goldman Sachs 43rd Annual Global Healthcare Conference (GlobeNewswire)
May-11-22 07:00AM	Tango Therapeutics Reports First Quarter 2022 Financial Results and Provides Business Highlights (GlobeNewswire) -7.57%
May-09-22 07:00AM	Tango Therapeutics to Participate in the Guggenheim Synthetic Lethality Day 2022 (GlobeNewswire) -12.62%
Apr-19-22 07:22AM	Shareholders in Tango Therapeutics (NASDAQ:TNGX) are in the red if they invested a year ago (Simply Wall St.)
Mar-28-22 07:00AM	Tango Therapeutics Reports Fourth Quarter and Full Year 2021 Financial Results and Provides Business Highlights (GlobeNewswire)
Mar-08-22 04:57PM	Tango Therapeutics Announces Presentation of Preclinical Data on TNG908, USP1 Inhibitor Program and Discovery Platform in Three Abstracts Accepted at AACR 2022 Annual Meeting (GlobeNewswire)
Mar-03-22 09:41AM	Tango Therapeutics Announces Presentation of TNG908 Preclinical Combination Data at 2022 ESMO Targeted Anticancer Therapies Congress (GlobeNewswire) -7.42%
Feb-28-22 07:00AM	Tango Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Feb-02-22 07:00AM	Tango Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Jan-24-22 07:00AM	Tango Therapeutics Announces Clearance of TNG908 IND by FDA and Recent Pipeline Progress Updates (GlobeNewswire) +5.30%
Jan-11-22 09:37AM	We're Interested To See How Tango Therapeutics (NASDAQ:TNGX) Uses Its Cash Hoard To Grow (Simply Wall St.)
Dec-21-21 06:38PM	Boxer Capital, Llc Buys Tyra Biosciences Inc, Tango Therapeutics Inc, Blueprint Medicines Corp, ... (GuruFocus.com)
Nov-11-21 07:00AM	Tango Therapeutics to Participate in the Jefferies London Healthcare Conference (GlobeNewswire)
Nov-10-21 10:42AM	Investors in Tango Therapeutics (NASDAQ:TNGX) have made a return of 24% over the past year (Simply Wall St.)
Nov-09-21 07:00AM	Tango Therapeutics Reports Third Quarter 2021 Financial Results and Provides Business Highlights (GlobeNewswire)
Nov-01-21 07:00AM	Tango Therapeutics Announces Appointment of Dr. Marc Rudoltz as Chief Medical Officer and Doug Barry as General Counsel (GlobeNewswire)
Sep-30-21 04:31PM	Tango Therapeutics Announces Presentation of Preclinical Data on Lead Program and Discovery Platform in Five Abstracts Accepted at AACR-NCI-EORTC 2021 (Business Wire) +7.48%

Tango Therapeutics, Inc. is a clinical-stage biotechnology company, which engages in discovering and delivering precision cancer medicines. It also identifies novel targets and develops new drugs directed at tumor suppressor gene loss in defined patient populations with high unmet medical need. The company was founded by Alan Ashworth, William G. Kaelin, Jr., Jose Baselga, and Antoni Ribas in 2017 and is headquartered in Boston, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Third Rock Ventures IV, L.P.	Affiliate	Sep 05 '24	Proposed Sale	11.68	75,000	876,000		Sep 05 05:01 PM
Third Rock Ventures IV, L.P.	10% Owner	Aug 30 '24	Sale	11.60	175,000	2,029,702	17,001,475	Sep 04 08:42 PM
Third Rock Ventures IV, L.P.	Affiliate	Aug 30 '24	Proposed Sale	11.83	175,000	2,070,250		Aug 30 05:24 PM
Third Rock Ventures IV, L.P.	10% Owner	Aug 27 '24	Sale	11.55	25,000	288,665	17,176,475	Aug 29 04:40 PM
Third Rock Ventures IV, L.P.	Affiliate	Aug 27 '24	Proposed Sale	11.40	25,000	285,000		Aug 27 04:53 PM
Third Rock Ventures IV, L.P.	10% Owner	Aug 19 '24	Sale	10.09	150,000	1,513,920	17,201,475	Aug 20 05:59 PM
Third Rock Ventures IV, L.P.	10% Owner	Aug 16 '24	Sale	9.79	135,000	1,321,448	17,351,475	Aug 20 05:59 PM
Third Rock Ventures IV, L.P.	Affiliate	Aug 19 '24	Proposed Sale	10.68	150,000	1,602,000		Aug 19 05:35 PM
Third Rock Ventures IV, L.P.	Affiliate	Aug 16 '24	Proposed Sale	9.96	135,000	1,344,600		Aug 16 05:14 PM
Third Rock Ventures IV, L.P.	10% Owner	Jul 31 '24	Sale	9.93	100,000	993,380	17,526,475	Aug 01 05:51 PM
Third Rock Ventures IV, L.P.	10% Owner	Jul 30 '24	Sale	9.80	95,000	931,114	17,626,475	Aug 01 05:51 PM
Third Rock Ventures IV, L.P.	10% Owner	Aug 01 '24	Sale	9.80	40,000	392,000	17,486,475	Aug 01 05:51 PM
Third Rock Ventures IV, L.P.	Affiliate	Aug 01 '24	Proposed Sale	9.45	40,000	378,000		Aug 01 05:30 PM
Third Rock Ventures IV, L.P.	Affiliate	Jul 31 '24	Proposed Sale	9.85	100,000	985,000		Jul 31 05:32 PM
Third Rock Ventures IV, L.P.	Affiliate	Jul 30 '24	Proposed Sale	9.70	95,000	921,500		Jul 30 05:15 PM
Third Rock Ventures IV, L.P.	10% Owner	Jul 26 '24	Sale	9.84	50,000	491,950	17,721,475	Jul 30 04:15 PM
Third Rock Ventures IV, L.P.	Affiliate	Jul 26 '24	Proposed Sale	9.75	50,000	487,500		Jul 26 05:41 PM
Third Rock Ventures IV, L.P.	10% Owner	Jul 24 '24	Sale	9.82	200,000	1,963,160	17,872,074	Jul 26 04:15 PM
Third Rock Ventures IV, L.P.	10% Owner	Jul 25 '24	Sale	9.87	100,599	992,771	17,771,475	Jul 26 04:15 PM
Third Rock Ventures IV, L.P.	10% Owner	Jul 22 '24	Sale	9.78	262,740	2,570,096	18,197,074	Jul 24 04:15 PM
Third Rock Ventures IV, L.P.	10% Owner	Jul 23 '24	Sale	9.79	125,000	1,223,350	18,072,074	Jul 24 04:15 PM
Third Rock Ventures IV, L.P.	10% Owner	Jul 18 '24	Sale	9.81	191,490	1,878,479	18,459,814	Jul 22 04:15 PM
Third Rock Ventures IV, L.P.	10% Owner	Jul 17 '24	Sale	9.79	550,171	5,386,339	18,651,304	Jul 18 04:15 PM
MVA Investors, LLC		Jul 01 '24	Sale	8.87	110,731	982,184	203,793	Jul 02 08:56 PM
MVA Investors, LLC		Jul 02 '24	Sale	8.68	95,000	824,600	108,793	Jul 02 08:56 PM
MVA Investors, LLC		Jun 28 '24	Sale	8.57	29,000	248,530	314,524	Jul 02 08:56 PM
MVA Investors, LLC		Jun 07 '24	Sale	6.88	77,000	529,760	343,524	Jun 07 09:14 PM
MVA Investors, LLC		Jun 06 '24	Sale	7.24	63,000	456,120	420,524	Jun 07 09:14 PM
MVA Investors, LLC		May 02 '24	Sale	7.56	75,000	567,000	543,524	May 03 09:34 PM
MVA Investors, LLC		May 01 '24	Sale	7.43	75,000	557,250	618,524	May 03 09:34 PM
MVA Investors, LLC		May 03 '24	Sale	7.61	60,000	456,600	483,524	May 03 09:34 PM
Third Rock Ventures IV, L.P.	10% Owner	Feb 20 '24	Sale	12.00	162,500	1,950,000	19,201,475	Feb 21 05:52 PM
Weber Barbara	Chief Executive Officer	Feb 06 '24	Sale	12.56	4,681	58,806	1,539,624	Feb 08 09:14 PM
Weber Barbara	Chief Executive Officer	Feb 07 '24	Sale	12.62	4,457	56,246	1,535,167	Feb 08 09:14 PM
Barry Douglas	General Counsel	Feb 06 '24	Sale	12.56	1,422	17,864	45,335	Feb 08 09:09 PM
Barry Douglas	General Counsel	Feb 07 '24	Sale	12.62	1,354	17,087	43,981	Feb 08 09:09 PM
Beckman Daniella	Chief Financial Officer	Feb 06 '24	Sale	12.56	1,908	23,969	134,214	Feb 08 09:08 PM
Beckman Daniella	Chief Financial Officer	Feb 07 '24	Sale	12.62	1,817	22,930	132,397	Feb 08 09:08 PM
Crystal Adam	See Remarks	Feb 06 '24	Sale	12.56	4,288	53,868	123,561	Feb 08 09:04 PM
Crystal Adam	See Remarks	Feb 07 '24	Sale	12.62	4,083	51,527	119,478	Feb 08 09:04 PM
Crystal Adam	See Remarks	Nov 01 '23	Sale	8.39	7,507	62,994	81,250	Nov 02 04:49 PM
Boxer Capital, LLC		Oct 13 '23	Buy	7.07	750,000	5,302,500	7,698,642	Oct 17 06:04 PM
Boxer Capital, LLC		Oct 16 '23	Buy	6.84	500,000	3,420,000	8,198,642	Oct 17 06:04 PM
Boxer Capital, LLC		Oct 09 '23	Sale	9.97	175,000	1,744,750	6,948,642	Oct 11 09:22 PM
Boxer Capital, LLC		Oct 09 '23	Sale	9.91	50,000	495,500	693,524	Oct 11 09:22 PM

Open in Screener

ARHS

Arhaus Inc

Sep 06 • 04:00PM ET

11.01

Dollar change -0.12
Percentage change -1.08	%

Consumer Cyclical • Home Improvement Retail • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VB IWM VBK VXF AVUV IWO VTWO VCR DWAS

Index	RUT	P/E	17.52	EPS (ttm)	0.63	Insider Own	63.90%	Shs Outstand	53.17M	Perf Week	-10.56%
Market Cap	1.55B	Forward P/E	18.51	EPS next Y	0.59	Insider Trans	-0.18%	Shs Float	50.74M	Perf Month	-20.45%
Income	88.29M	PEG	2.06	EPS next Q	0.09	Inst Own	42.21%	Short Float	16.65%	Perf Quarter	-42.72%
Sales	1.28B	P/S	1.21	EPS this Y	-47.36%	Inst Trans	0.17%	Short Ratio	5.86	Perf Half Y	-20.71%
Book/sh	2.20	P/B	5.00	EPS next Y	25.51%	ROA	7.94%	Short Interest	8.45M	Perf Year	17.95%
Cash/sh	1.26	P/C	8.72	EPS next 5Y	8.50%	ROE	29.58%	52W Range	7.31 - 19.81	Perf YTD	-3.85%
Dividend Est.	0.03 (0.23%)	P/FCF	22.63	EPS past 5Y	81.22%	ROI	11.31%	52W High	-44.42%	Beta	2.55
Dividend TTM	-	Quick Ratio	0.55	Sales past 5Y	29.66%	Gross Margin	40.05%	52W Low	50.71%	ATR (14)	0.71
Dividend Ex-Date	Mar 20, 2024	Current Ratio	1.25	EPS Y/Y TTM	-44.58%	Oper. Margin	8.83%	RSI (14)	31.91	Volatility	4.82% 6.92%
Employees	2290	Debt/Eq	1.69	Sales Y/Y TTM	-1.44%	Profit Margin	6.92%	Recom	1.50	Target Price	14.73
Option/Short	Yes / Yes	LT Debt/Eq	1.52	EPS Q/Q	-45.04%	Payout	0.00%	Rel Volume	0.35	Prev Close	11.13
Sales Surprise	-1.42%	EPS Surprise	35.71%	Sales Q/Q	-0.99%	Earnings	Aug 08 BMO	Avg Volume	1.44M	Price	11.01
SMA20	-7.92%	SMA50	-22.16%	SMA200	-19.10%	Trades		Volume	511,546	Change	-1.08%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-09-24	Initiated	Stifel	Buy	$19.50
Jul-08-24	Downgrade	Jefferies	Buy → Hold	$22 → $16
May-10-24	Reiterated	Telsey Advisory Group	Outperform	$17 → $18
Mar-08-24	Reiterated	Telsey Advisory Group	Outperform	$15 → $17
Mar-01-24	Reiterated	Telsey Advisory Group	Outperform	$13 → $15
Jun-27-23	Initiated	Craig Hallum	Buy	$15
Apr-05-23	Initiated	TD Cowen	Outperform	$11
Nov-30-21	Initiated	Barclays	Overweight	$18
Nov-29-21	Initiated	William Blair	Outperform
Nov-29-21	Initiated	Telsey Advisory Group	Outperform	$14
Nov-29-21	Initiated	Robert W. Baird	Outperform	$14
Nov-29-21	Initiated	Piper Sandler	Overweight	$16
Nov-29-21	Initiated	Morgan Stanley	Equal-Weight	$12
Nov-29-21	Initiated	Jefferies	Buy	$16
Nov-29-21	Initiated	Guggenheim	Buy	$14
Nov-29-21	Initiated	BofA Securities	Buy	$15
Nov-29-21	Initiated	Barclays	Overweight	$18

Show Previous Ratings

Aug-27-24 08:55AM	Arhaus Debuts Fall 2024 Collection (GlobeNewswire)
Aug-26-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating Arhaus, Cardlytics, and CVRx and Encourages Investors to Contact the Firm (GlobeNewswire)
Aug-21-24 03:02AM	Williams-Sonoma Earnings: What To Look For From WSM (StockStory) +5.93%
Aug-08-24 01:05PM	Why Arhaus (ARHS) Shares Are Trading Lower Today (StockStory) -12.57%
08:04AM	Arhaus (NASDAQ:ARHS) Reports Sales Below Analyst Estimates In Q2 Earnings, Stock Drops 21.1% (StockStory)
07:40AM	Loading…
07:40AM	Arhaus, Inc. (ARHS) Beats Q2 Earnings Estimates (Zacks)
06:30AM	Arhaus Announces Second Quarter 2024 Financial Results (GlobeNewswire)
Aug-07-24 03:10AM	What To Expect From Arhaus's (ARHS) Q2 Earnings (StockStory)
Aug-02-24 04:30PM	Arhaus Unveils Studio in Peachtree City, Georgia (GlobeNewswire)
Aug-01-24 06:30AM	Arhaus to Report Second Quarter 2024 Financial Results on August 8, 2024 (GlobeNewswire) -9.94%
Jul-26-24 07:01PM	Insider Selling: Venkatachalam Nachiappan Sells Shares of Arhaus Inc (ARHS) (GuruFocus.com)
04:30PM	Arhaus Unveils Showroom in Palo Alto, California (GlobeNewswire)
Jul-22-24 03:26AM	Q1 Earnings Review: Home Furniture Retailer Stocks Led by Williams-Sonoma (NYSE:WSM) (StockStory)
Jul-12-24 03:45AM	Reflecting On Home Furniture Retailer Stocks Q1 Earnings: Arhaus (NASDAQ:ARHS) (StockStory)
Jul-11-24 03:17PM	Why Is Arhaus (ARHS) Stock Rocketing Higher Today (StockStory) +7.15%
03:23PM	Loading…
Jul-08-24 03:23PM	Why Arhaus (ARHS) Shares Are Getting Obliterated Today (StockStory) -6.58%
Jul-02-24 03:53AM	Home Furniture Retailer Stocks Q1 Teardown: Sleep Number (NASDAQ:SNBR) Vs The Rest (StockStory)
Jun-20-24 06:19AM	Q1 Rundown: RH (NYSE:RH) Vs Other Home Furniture Retailer Stocks (StockStory) -5.28%
Jun-14-24 04:30PM	Arhaus Debuts New Showroom in Carlsbad, California (GlobeNewswire)
Jun-12-24 07:02PM	Insider Sale: CFO Dawn Phillipson Sells 150,000 Shares of Arhaus Inc (ARHS) (GuruFocus.com)
Jun-09-24 11:14AM	Is Arhaus, Inc. (ARHS) The Best Home Improvement Stocks To Buy Now? (Insider Monkey)
Jun-07-24 12:43PM	9 Best Home Improvement Stocks To Buy Now (Insider Monkey)
Jun-05-24 02:22PM	Arhaus Opens a Large Los Angeles Showroom With Emphasis on Outdoor Furniture (WWD)
May-28-24 04:09AM	Home Furnishing and Improvement Retail Stocks Q1 In Review: Home Depot (NYSE:HD) Vs Peers (StockStory)
May-24-24 04:30PM	Arhaus Opens New Showroom at The Grove in Los Angeles (GlobeNewswire)
May-21-24 03:00AM	Williams-Sonoma (WSM) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
May-20-24 10:04AM	TD Cowen Adjusts Price Target on Arhaus to $19 From $18, Maintains Buy Rating (MT Newswires)
May-17-24 07:01PM	Director William Beargie Sells 6,500 Shares of Arhaus Inc (ARHS) (GuruFocus.com)
May-13-24 11:44AM	Arhaus (ARHS) Q1 Earnings Beat Estimates, Revenues Decline Y/Y (Zacks)
May-10-24 04:52PM	Arhaus, Inc. (NASDAQ:ARHS) Q1 2024 Earnings Call Transcript (Insider Monkey) +5.29%
01:20PM	Loading…
01:20PM	Arhaus Inc (ARHS) Q1 2024 Earnings: Misses Revenue Estimates and Reports Decline in Net Income (GuruFocus.com)
11:34AM	Baird Adjusts Price Target on Arhaus to $18 From $16, Maintains Outperform Rating (MT Newswires)
09:30AM	Arhaus, Inc. (ARHS) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
03:24AM	Q1 2024 Arhaus Inc Earnings Call (Thomson Reuters StreetEvents)
May-09-24 10:54AM	ARHS Stock Earnings: Arhaus Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace) +17.25%
09:38AM	Arhaus Shares Rise After Q1 Net Income, Revenue Top Estimates (MT Newswires)
07:40AM	Arhaus, Inc. (ARHS) Q1 Earnings and Revenues Surpass Estimates (Zacks)
06:38AM	Arhaus's (NASDAQ:ARHS) Q1: Beats On Revenue But Quarterly Guidance Underwhelms (StockStory)
06:30AM	Arhaus Announces First Quarter 2024 Financial Results (GlobeNewswire)
May-08-24 03:02AM	Arhaus Earnings: What To Look For From ARHS (StockStory)
Apr-29-24 04:15PM	Arhaus Reschedules Release of First Quarter 2024 Financial Results and Conference Call (GlobeNewswire) -5.94%
Apr-25-24 10:36AM	Delving Into Arhaus (ARHS) Ahead of Q1 Earnings Release (Zacks)
10:08AM	Growth Stocks: After A 70% Rally Since October, Will This Retail Segment Advance Further In 2024? (Investor's Business Daily)
Apr-19-24 04:30PM	Arhaus Announces Showroom Opening in Greenwich, Connecticut (GlobeNewswire)
04:37AM	Home Furniture Retailer Stocks Q4 Results: Benchmarking RH (NYSE:RH) (StockStory)
Apr-18-24 03:43AM	Q4 Earnings Highs And Lows: Sleep Number (NASDAQ:SNBR) Vs The Rest Of The Home Furniture Retailer Stocks (StockStory)
Apr-11-24 04:30PM	Arhaus to Report First Quarter 2024 Financial Results on May 2, 2024 (GlobeNewswire)
Apr-04-24 04:49AM	Q4 Earnings Recap: Williams-Sonoma (NYSE:WSM) Tops Home Furniture Retailer Stocks (StockStory)
Apr-01-24 07:25AM	Home Furniture Retailer Stocks Q4 Recap: Benchmarking Sleep Number (NASDAQ:SNBR) (StockStory)
Mar-27-24 05:07AM	Reflecting On Home Furniture Retailer Stocks Q4 Earnings: Arhaus (NASDAQ:ARHS) (StockStory)
Mar-26-24 03:00AM	RH (RH) Q4 Earnings: What To Expect (StockStory)
Mar-18-24 08:55AM	Arhaus Presents Outdoor 2024 Collection (GlobeNewswire)
Mar-15-24 12:03PM	The 3 Most Undervalued Home Improvement Stocks to Buy in March 2024 (InvestorPlace)
Mar-14-24 03:02AM	Arhaus, Inc. (ARHS) Surges 5.8%: Is This an Indication of Further Gains? (Zacks)
Mar-08-24 04:29PM	Arhaus, Inc. (NASDAQ:ARHS) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-07-24 01:17PM	Arhaus Inc (ARHS) Reports Mixed Results for Q4 and Full Year 2023 (GuruFocus.com) +12.09%
11:51AM	ARHS Stock Earnings: Arhaus Beats EPS, Beats Revenue for Q4 2023 (InvestorPlace)
11:43AM	Why Is Arhaus (ARHS) Stock Rocketing Higher Today (StockStory)
06:41AM	Arhaus (NASDAQ:ARHS) Posts Better-Than-Expected Sales In Q4, Provides Encouraging Full-Year Guidance (StockStory)
06:30AM	Arhaus Announces Fourth Quarter and Full Year 2023 Financial Results (GlobeNewswire)
Mar-06-24 02:02AM	Arhaus (ARHS) Q4 Earnings Report Preview: What To Look For (StockStory)
Feb-29-24 10:00AM	Arhaus, Inc. (ARHS) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Feb-19-24 12:10PM	Why Arhaus, Inc. (ARHS) is Poised to Beat Earnings Estimates Again (Zacks)
Feb-18-24 10:00AM	The Next Home Depot? 3 Home Improvement Stocks That Investors Shouldnt Ignore (InvestorPlace)
Feb-06-24 08:55AM	Arhaus Unveils Second Volume of Its Editorial Series Storied, 'Bellissimo Segreto' (GlobeNewswire)
Jan-24-24 08:55AM	Arhaus Unveils Spring 2024 Collection (GlobeNewswire)
05:22AM	Q3 Earnings Highs And Lows: Home Depot (NYSE:HD) Vs The Rest Of The Home Furnishing and Improvement Retail Stocks (StockStory)
Jan-19-24 12:41AM	Q3 Earnings Highs And Lows: RH (NYSE:RH) Vs The Rest Of The Home Furniture Retailer Stocks (StockStory)
Jan-17-24 02:37AM	Home Furniture Retailer Stocks Q3 Recap: Benchmarking Arhaus (NASDAQ:ARHS) (StockStory)
Jan-15-24 06:30AM	Arhaus to Report Fourth Quarter and Full Year 2023 Financial Results on March 7, 2024 (GlobeNewswire)
Jan-11-24 04:08AM	Home Furnishing and Improvement Retail Stocks Q3 In Review: Floor And Decor (NYSE:FND) Vs Peers (StockStory)
Dec-19-23 09:17PM	Star-studded center gets set to open in Oklahoma City (Chain Store Age)
Dec-15-23 04:30PM	Arhaus Opens New Showroom at Fashion Island in Newport Beach, California (GlobeNewswire)
Dec-08-23 04:30PM	Arhaus Introduces Showroom in Palm Desert, California (GlobeNewswire)
Dec-01-23 04:30PM	Arhaus Debuts New Showroom in Los Gatos, California (GlobeNewswire) +5.26%
Nov-17-23 01:05AM	FS Capital Partners VI, LLC Reduces Stake in Arhaus Inc (GuruFocus.com)
Nov-15-23 02:33AM	What To Expect From Williams-Sonomas (WSM) Q3 Earnings (StockStory)
Nov-06-23 02:05AM	Sleep Number (SNBR) Q3 Earnings: What To Expect (StockStory)
Nov-05-23 01:59PM	Arhaus, Inc. (NASDAQ:ARHS) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-03-23 04:30PM	Arhaus Welcomes a New Showroom to Huntington Station, New York (GlobeNewswire) +7.62%
04:30PM	Arhaus Unveils Its Latest Showroom Opening in Coral Gables, Florida (GlobeNewswire)
Nov-02-23 09:30AM	Arhaus, Inc. (ARHS) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
07:58AM	Arhaus Inc (ARHS) Reports Q3 2023 Earnings: Net Revenue of $326 Million (GuruFocus.com)
07:28AM	Arhaus's (NASDAQ:ARHS) Q3 Sales Top Estimates (StockStory)
06:30AM	Arhaus Announces Third Quarter 2023 Financial Results (GlobeNewswire)
Oct-30-23 11:57AM	Arhaus (ARHS) Gears Up to Post Q3 Earnings: Is a Beat in Store? (Zacks)
Oct-27-23 12:10PM	Will Arhaus, Inc. (ARHS) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Oct-20-23 04:30PM	Arhaus Opens New Showroom in West Hartford, Connecticut (GlobeNewswire)
10:50AM	Spotting Winners: Williams-Sonoma (NYSE:WSM) And Home Furniture Retailer Stocks In Q2 (StockStory)
Oct-18-23 05:03PM	Q2 Rundown: Sleep Number (NASDAQ:SNBR) Vs Other Home Furniture Retailer Stocks (StockStory)
09:26AM	Unpacking Q2 Earnings: Arhaus (NASDAQ:ARHS) In The Context Of Other Home Furniture Retailer Stocks (StockStory)
Oct-17-23 05:51PM	Reflecting On Home Furnishing and Improvement Retail Stocks Q2 Earnings: Home Depot (NYSE:HD) (StockStory)
Oct-09-23 12:00PM	Arhaus, Inc. (ARHS) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
03:04AM	Best Value Stocks to Buy for October 9th (Zacks)
Oct-05-23 06:30AM	Arhaus to Report Third Quarter 2023 Financial Results on November 2, 2023 (GlobeNewswire)
Aug-23-23 08:56AM	ARHAUS INTRODUCES FALL 2023 COLLECTION (PR Newswire)
Aug-18-23 11:02PM	FS Capital Partners VI, LLC Reduces Stake in Arhaus Inc (GuruFocus.com)
Aug-16-23 10:02PM	Arhaus Announces Pricing of Secondary Offering of Class A Common Stock by Selling Stockholders (GlobeNewswire) -16.71%
Aug-15-23 04:49PM	Arhaus Announces Secondary Offering of Class A Common Stock by Selling Stockholders (GlobeNewswire)
Aug-11-23 11:56AM	Capri (CPRI) Tops Q1 Earnings, Withdraws Guidance on Merger Deal (Zacks)

Arhaus, Inc. engages in the retail of furniture, outdoor, lighting, textiles, and decor. The company was founded by John Reed in 1986 and is headquartered in Hudson, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Nachiappan Venkatachalam	Chief Information Officer	Aug 02 '24	Option Exercise	0.00	3,333	0	40,069	Aug 05 05:16 PM
Chi Lisa	Chief Merchandising Officer	Aug 02 '24	Option Exercise	0.00	4,167	0	72,452	Aug 05 05:16 PM
VELTRI KATHY E	Chief Retail Officer	Aug 02 '24	Option Exercise	0.00	4,167	0	384,595	Aug 05 05:16 PM
Phillipson Dawn	Chief Financial Officer	Aug 02 '24	Option Exercise	0.00	4,167	0	503,722	Aug 05 05:15 PM
Porter Jennifer E	Chief Marketing Officer	Aug 02 '24	Option Exercise	0.00	4,167	0	414,764	Aug 05 05:15 PM
Nachiappan Venkatachalam	Chief Information Officer	Jul 24 '24	Sale	16.11	6,460	104,071	36,736	Jul 26 04:12 PM
Phillipson Dawn	Chief Financial Officer	Jun 10 '24	Sale	18.97	150,000	2,844,885	499,555	Jun 12 04:09 PM
Chi Lisa	Chief Merchandising Officer	Jun 06 '24	Sale	19.14	1,500	28,710	68,785	Jun 10 04:09 PM
Chi Lisa	Chief Merchandising Officer	Jun 07 '24	Sale	19.50	500	9,750	68,285	Jun 10 04:09 PM
ADAMS ALBERT T	Director	May 18 '24	Option Exercise	0.00	14,570	0	58,701	May 20 04:18 PM
DePree Alexis	Director	May 18 '24	Option Exercise	0.00	14,570	0	14,570	May 20 04:17 PM
Doody Alton F III	Director	May 18 '24	Option Exercise	0.00	14,570	0	66,971	May 20 04:17 PM
KYEES JOHN E	Director	May 18 '24	Option Exercise	0.00	14,570	0	33,701	May 20 04:16 PM
LEWIS GARY L	Director	May 18 '24	Option Exercise	0.00	14,570	0	33,701	May 20 04:16 PM
Hyde Andrea	Director	May 18 '24	Option Exercise	0.00	14,570	0	33,701	May 20 04:16 PM
Beargie William	Director	May 18 '24	Option Exercise	0.00	14,570	0	51,201	May 20 04:15 PM
Beargie William	Director	May 15 '24	Sale	17.03	6,500	110,695	36,631	May 17 04:41 PM
Nachiappan Venkatachalam	Chief Information Officer	Mar 10 '24	Option Exercise	0.00	1,872	0	43,817	Mar 12 04:55 PM
Porter Jennifer E	Chief Marketing Officer	Mar 10 '24	Option Exercise	0.00	2,340	0	411,373	Mar 12 04:55 PM
Chi Lisa	Chief Merchandising Officer	Mar 10 '24	Option Exercise	0.00	2,340	0	71,219	Mar 12 04:55 PM
Phillipson Dawn	Chief Financial Officer	Mar 10 '24	Option Exercise	0.00	2,340	0	650,331	Mar 12 04:55 PM
VELTRI KATHY E	Chief Retail Officer	Mar 10 '24	Option Exercise	0.00	2,340	0	381,204	Mar 12 04:55 PM
Sparks Dawn	Chief Logistics Officer	Mar 10 '24	Option Exercise	0.00	1,872	0	232,691	Mar 12 04:54 PM
VELTRI KATHY E	Chief Retail Officer	Dec 08 '23	Sale	9.32	75,000	698,775	378,864	Dec 12 04:37 PM
Doody Alton F III	Director	Nov 29 '23	Sale	9.28	1,730	16,055	52,401	Nov 30 05:12 PM
FS Capital Partners VI, LLC	10% Owner	Nov 14 '23	Sale	8.39	4,446,659	37,320,809	12,277,543	Nov 16 08:21 PM

Open in Screener

MS

Morgan Stanley

Sep 06 • 04:00PM ET

96.59

Dollar change -2.97
Percentage change -2.98	%

Financial • Capital Markets • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO SPY IVV VTV XLF VYM DGRO DGRW IWD

Index	S&P 500	P/E	15.90	EPS (ttm)	6.07	Insider Own	23.45%	Shs Outstand	1.63B	Perf Week	-5.86%
Market Cap	156.27B	Forward P/E	12.63	EPS next Y	7.65	Insider Trans	-0.10%	Shs Float	1.24B	Perf Month	4.86%
Income	9.85B	PEG	0.86	EPS next Q	1.64	Inst Own	62.17%	Short Float	1.17%	Perf Quarter	-0.27%
Sales	102.76B	P/S	1.52	EPS this Y	35.33%	Inst Trans	-1.03%	Short Ratio	2.35	Perf Half Y	12.13%
Book/sh	56.80	P/B	1.70	EPS next Y	9.13%	ROA	0.88%	Short Interest	14.44M	Perf Year	14.77%
Cash/sh	-	P/C	-	EPS next 5Y	18.45%	ROE	10.36%	52W Range	69.42 - 109.11	Perf YTD	3.58%
Dividend Est.	3.56 (3.68%)	P/FCF	-	EPS past 5Y	1.84%	ROI	2.61%	52W High	-11.47%	Beta	1.36
Dividend TTM	3.48 (3.60%)	Quick Ratio	-	Sales past 5Y	15.18%	Gross Margin	-	52W Low	39.14%	ATR (14)	2.28
Dividend Ex-Date	Jul 31, 2024	Current Ratio	1.45	EPS Y/Y TTM	6.85%	Oper. Margin	13.24%	RSI (14)	39.32	Volatility	3.05% 1.83%
Employees	80000	Debt/Eq	3.72	Sales Y/Y TTM	23.48%	Profit Margin	9.59%	Recom	2.57	Target Price	106.47
Option/Short	Yes / Yes	LT Debt/Eq	2.75	EPS Q/Q	47.14%	Payout	62.71%	Rel Volume	1.51	Prev Close	99.56
Sales Surprise	4.87%	EPS Surprise	10.08%	Sales Q/Q	12.45%	Earnings	Jul 16 BMO	Avg Volume	6.14M	Price	96.59
SMA20	-3.40%	SMA50	-3.97%	SMA200	4.04%	Trades		Volume	9,244,992	Change	-2.98%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-02-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$99 → $95
Jul-17-24	Downgrade	Oppenheimer	Outperform → Perform
Jan-17-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$102 → $91
Jan-17-24	Downgrade	JP Morgan	Overweight → Neutral	$94 → $87
Jan-09-24	Downgrade	HSBC Securities	Buy → Hold	$96
Nov-28-23	Downgrade	Societe Generale	Buy → Hold
Nov-20-23	Downgrade	Exane BNP Paribas	Outperform → Neutral	$85
Oct-23-23	Downgrade	Odeon	Buy → Hold	$79.15
Oct-20-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Oct-11-23	Downgrade	UBS	Buy → Neutral	$110 → $84
Sep-07-23	Initiated	HSBC Securities	Buy	$99
Jul-12-23	Upgrade	Odeon	Hold → Buy	$94
Jan-18-23	Downgrade	Citigroup	Buy → Neutral	$100
Jan-10-23	Upgrade	Odeon	Sell → Hold	$88.75
Jan-04-23	Downgrade	Wolfe Research	Outperform → Underperform	$92
Oct-05-22	Downgrade	Atlantic Equities	Overweight → Neutral	$95 → $85
Sep-06-22	Downgrade	Odeon	Hold → Sell
May-03-22	Upgrade	Oppenheimer	Perform → Outperform	$111
Jan-28-22	Downgrade	Odeon	Buy → Hold
Dec-03-21	Upgrade	Citigroup	Neutral → Buy	$105 → $115

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Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
CRAWLEY MANDELL	Chief Human Resources Officer	Jul 26 '24	Sale	105.25	3,500	368,375	43,224	Jul 26 04:10 PM
MANDELL L CRAWLEY & ALISON JIM	Affilliate	Jul 26 '24	Proposed Sale	105.25	3,500	368,375		Jul 26 04:01 PM
AKRAM RAJA	Deputy Chief Financial Officer	Jul 18 '24	Sale	106.37	7,500	797,764	87,119	Jul 19 04:31 PM
YESHAYA SHARON	Chief Financial Officer	Jul 19 '24	Sale	104.00	15,547	1,616,888	0	Jul 19 04:30 PM
Herz Robert H	Director	Jul 17 '24	Sale	106.62	1,000	106,621	95,908	Jul 19 04:29 PM
SIMKOWITZ DANIEL A	Co-President	Jul 17 '24	Sale	106.54	40,000	4,261,768	442,522	Jul 19 04:28 PM
GORMAN JAMES P	Executive Chairman	Jul 17 '24	Sale	105.06	200,000	21,012,300	150,000	Jul 19 04:26 PM
CRAWLEY MANDELL	Chief Human Resources Officer	May 14 '24	Sale	99.61	6,954	692,663	46,274	May 16 09:04 PM
GORMAN JAMES P	Executive Chairman	Apr 18 '24	Sale	90.21	100,000	9,020,530	414,870	Apr 19 04:06 PM
Smith Charles Aubrey III	Chief Risk Officer	Apr 17 '24	Sale	90.09	11,200	1,009,019	126,190	Apr 19 04:05 PM
SAPERSTEIN ANDREW M	Co-President	Feb 12 '24	Sale	87.19	26,655	2,324,092	286,835	Feb 14 04:19 PM
GORMAN JAMES P	Executive Chairman	Feb 12 '24	Sale	87.30	100,000	8,730,220	350,000	Feb 14 04:19 PM
SAPERSTEIN ANDREW M	Co-President	Jan 30 '24	Sale	87.92	10,000	879,170	313,490	Feb 01 04:22 PM
AKRAM RAJA	Deputy Chief Financial Officer	Jan 30 '24	Sale	87.41	4,500	393,346	93,134	Feb 01 04:21 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jan 31 '24	Sale	88.55	26,562	2,352,001	234,627	Feb 01 04:20 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jan 30 '24	Sale	87.81	26,563	2,332,595	261,189	Feb 01 04:20 PM
GORMAN JAMES P	Executive Chairman	Jan 26 '24	Sale	87.93	50,000	4,396,400	379,701	Jan 26 04:36 PM
GORMAN JAMES P	Executive Chairman	Jan 25 '24	Sale	87.93	50,000	4,396,435	400,000	Jan 25 04:03 PM
AKRAM RAJA	Deputy Chief Financial Officer	Jan 18 '24	Sale	83.56	7,000	584,928	97,634	Jan 19 04:22 PM
SAPERSTEIN ANDREW M	Co-President	Jan 19 '24	Sale	84.13	10,000	841,344	323,490	Jan 19 04:15 PM
MORGAN STANLEY	10% Owner	Oct 05 '23	Sale	50000.00	135	6,750,000	0	Oct 10 08:22 PM

Open in Screener

WEST

Westrock Coffee Company

Sep 06 • 04:00PM ET

8.15

Dollar change -0.20
Percentage change -2.40	%

Consumer Defensive • Packaged Foods • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

WEST Westrock Coffee Company daily Stock Chart

Held by: VTI IWM VXF VDC IWO VTWO SCHA AVSC FSTA VTWG

Index	RUT	P/E	-	EPS (ttm)	-0.54	Insider Own	65.80%	Shs Outstand	88.05M	Perf Week	-6.54%
Market Cap	720.87M	Forward P/E	45.28	EPS next Y	0.18	Insider Trans	-0.52%	Shs Float	30.25M	Perf Month	-14.75%
Income	-48.42M	PEG	-	EPS next Q	-0.04	Inst Own	31.31%	Short Float	17.94%	Perf Quarter	-22.38%
Sales	835.47M	P/S	0.86	EPS this Y	-57.94%	Inst Trans	-14.24%	Short Ratio	24.98	Perf Half Y	-12.46%
Book/sh	0.92	P/B	8.83	EPS next Y	149.32%	ROA	-5.19%	Short Interest	5.43M	Perf Year	-20.33%
Cash/sh	0.29	P/C	27.69	EPS next 5Y	-	ROE	-15.83%	52W Range	6.88 - 11.21	Perf YTD	-20.18%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-6.50%	52W High	-27.30%	Beta	0.39
Dividend TTM	-	Quick Ratio	0.67	Sales past 5Y	11.97%	Gross Margin	17.29%	52W Low	18.46%	ATR (14)	0.39
Dividend Ex-Date	-	Current Ratio	1.31	EPS Y/Y TTM	57.31%	Oper. Margin	-3.35%	RSI (14)	36.04	Volatility	6.94% 4.68%
Employees	1399	Debt/Eq	1.29	Sales Y/Y TTM	-5.93%	Profit Margin	-5.80%	Recom	1.00	Target Price	12.67
Option/Short	Yes / Yes	LT Debt/Eq	1.09	EPS Q/Q	43.30%	Payout	-	Rel Volume	0.84	Prev Close	8.35
Sales Surprise	-2.80%	EPS Surprise	76.17%	Sales Q/Q	-7.26%	Earnings	Aug 08 AMC	Avg Volume	217.16K	Price	8.15
SMA20	-6.10%	SMA50	-13.67%	SMA200	-17.66%	Trades		Volume	182,707	Change	-2.40%

Date	Action	Analyst	Rating Change	Price Target Change
May-10-24	Reiterated	Telsey Advisory Group	Outperform	$13 → $14
Feb-16-24	Reiterated	Telsey Advisory Group	Outperform	$11 → $13
Apr-14-23	Resumed	Stifel	Buy	$14
Sep-23-22	Initiated	Stifel	Buy	$12
Sep-22-22	Initiated	Stephens	Overweight	$13

Aug-28-24 08:15AM	Westrock Coffee Company Commences Warrant Exchange Offer and Consent Solicitation (GlobeNewswire)
Aug-08-24 09:56PM	WEST Stock Earnings: Westrock Coffee Misses EPS, Misses Revenue for Q2 2024 (InvestorPlace)
04:05PM	Westrock Coffee Company Reports Second Quarter 2024 Results (GlobeNewswire)
Jul-24-24 04:05PM	Westrock Coffee Company to Report Second Quarter 2024 Financial Results on August 8, 2024 (GlobeNewswire)
Jul-15-24 11:57AM	7 Short-Squeeze Stocks That Could Beat Down the Bears (InvestorPlace)
06:35PM	Loading…
Jun-13-24 06:35PM	Westrock Coffee Opens Industry's Largest Roast to Ready-to-Drink Manufacturing Facility in Conway, Arkansas Ahead of Schedule (PR Newswire)
May-09-24 08:57PM	WEST Stock Earnings: Westrock Coffee Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
04:05PM	Westrock Coffee Company Reports First Quarter 2024 Results (GlobeNewswire)
May-02-24 10:01AM	Will Westrock Coffee Company (WEST) Report Negative Earnings Next Week? What You Should Know (Zacks)
May-01-24 04:30PM	7 Penny Stocks That Could Make You a Fortune (If You Dare) (InvestorPlace)
Apr-25-24 04:05PM	Westrock Coffee Company to Report First Quarter 2024 Financial Results on May 9, 2024 (GlobeNewswire)
Mar-12-24 04:05PM	Westrock Coffee Company Reports Fourth Quarter and Full Year 2023 Results and Provides 2024 Outlook (GlobeNewswire) +14.22%
Mar-01-24 03:31AM	Here's Why Westrock Coffee Company (WEST) Detracted in 2023 (Insider Monkey)
Feb-15-24 04:05PM	Westrock Coffee Provides Business Announcements, Update on Preliminary 2023 Full Year Results, and Initial 2024 Outlook (GlobeNewswire)
Nov-13-23 04:05PM	Westrock Coffee Company to Participate in the Stephens Annual Investment Conference (GlobeNewswire) +9.28%
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Nov-09-23 04:05PM	Westrock Coffee Company Reports Third Quarter 2023 Results (GlobeNewswire) -11.59%
Oct-27-23 08:00AM	Westrock Coffee Company to Report Third Quarter 2023 Financial Results on November 9, 2023 (GlobeNewswire)
Sep-21-23 08:00AM	Westrock Coffees Suite of Innovative Beverage Offerings on Full Display at NACS 2023 (Business Wire)
Aug-10-23 06:24AM	Daily Vickers Top Buyers & Sellers for 08/10/2023 (Argus Research) -5.14%
Aug-09-23 04:05PM	Westrock Coffee Company Reports Second Quarter 2023 Results and Announces Closing of $118.8 Million Equity Investment to Support Long-Term Growth (GlobeNewswire)
Jul-26-23 04:05PM	Westrock Coffee Company to Report Second Quarter 2023 Financial Results on August 9, 2023 (GlobeNewswire)
Jul-25-23 07:16AM	Daily Vickers Top Buyers & Sellers for 07/25/2023 (Argus Research)
Jul-18-23 04:05PM	Westrock Coffee Company Announces Additional $25 Million Equity Investment (GlobeNewswire)
Jul-12-23 10:00AM	Westrock Coffee to Exhibit Innovative Portfolio of Beverage, Extract, and Flavor Solutions at IFT Expo 2023 (Business Wire)
Jun-30-23 08:00AM	Westrock Coffee Company Announces $75.0 Million Equity Investment to Support Long-Term Growth Strategy (GlobeNewswire)
May-17-23 10:04AM	Westrock Coffee to Debut Ground-Breaking Energy Refresher Platform Alongside Innovative Cold Coffee Offerings at the 2023 National Restaurant Association Show (Business Wire)
May-11-23 04:05PM	Westrock Coffee Reports First Quarter 2023 Results and Reaffirms Guidance for 2023 (GlobeNewswire) -5.95%
May-01-23 04:30PM	Westrock Coffee Company Releases 2022 Sustainability Progress Report (Business Wire)
Apr-27-23 04:05PM	Westrock Coffee Company to Report First Quarter 2023 Financial Results on May 11, 2023 (GlobeNewswire)
Apr-13-23 06:52AM	Daily Vickers Top Buyers & Sellers for 04/13/2023 (Argus Research)
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Apr-03-23 06:48AM	Daily Vickers Top Buyers & Sellers for 04/03/2023 (Argus Research)
Mar-28-23 06:46AM	Daily Vickers Top Buyers & Sellers for 03/28/2023 (Argus Research)
Mar-14-23 04:05PM	Westrock Coffee Reports Fourth Quarter and Full Year 2022 Results and Provides 2023 Outlook (GlobeNewswire)
Mar-06-23 08:01AM	Westrock Coffee Announces Move to New Headquarters in Little Rock, Arkansas (Business Wire)
Feb-28-23 05:16PM	Westrock Coffee Company Announces Strategic Acquisition of Bixby Roasting Co. (Business Wire)
08:00AM	Westrock Coffee Company to Report Fourth Quarter and Full Year 2022 Financial Results on March 14, 2023 (GlobeNewswire)
Feb-14-23 04:05PM	Westrock Coffee Company Announces Closing of $50 Million Delayed Draw Term Loan Facility (GlobeNewswire)
Jan-31-23 08:45AM	Westrock Coffee Announces Development of New Distribution Center in Conway, Arkansas (Business Wire)
Jan-05-23 04:05PM	Westrock Coffee Company to Participate in the 25th Annual ICR Conference (GlobeNewswire)
Nov-14-22 04:05PM	Westrock Coffee Reports Third Quarter 2022 Results and Provides Update on Extract and Ready-to-Drink Production Capabilities (GlobeNewswire)
Nov-09-22 04:05PM	Westrock Coffee Hosts Groundbreaking Ceremony to Begin Refurbishments on New Facility in Conway (Business Wire)
Nov-02-22 04:05PM	Westrock Coffee Company Expands Team with Two Industry Veterans (Business Wire)
Oct-31-22 04:05PM	Westrock Coffee to Report Third Quarter 2022 Results and Host Conference Call on November 14, 2022 (Business Wire)
Oct-24-22 04:05PM	Westrock Coffee to Participate in FHA-HoReCa's Foodservice and Hospitality World Expo (Business Wire)
Sep-21-22 04:30PM	Westrock Coffee to Showcase Beverage Solutions at the National Association of Convenience Stores Show (Business Wire)
Sep-01-22 04:05PM	Westrock Coffee Company to Participate in September Investor Conferences (Business Wire)
Aug-29-22 08:15AM	Westrock Coffee Company Announces Closing of Business Combination with Riverview Acquisition Corp. and Entry Into a New Credit Agreement (Business Wire)

Westrock Coffee Co. engages in the production of coffee, tea, and extract products. The company was founded by Scott T. Ford and Joe T. Ford in 2009 and is headquartered in Little Rock, AR.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ford William A	GROUP PRESIDENT, OPERATIONS	Sep 03 '24	Buy	7.78	1,092	8,496	436,190	Sep 04 04:57 PM
FORD JOE T	Director	Sep 03 '24	Buy	7.64	5,000	38,200	244,445	Sep 04 04:43 PM
HF Direct Investments Pool, LL	10% Owner	Jul 31 '24	Sale	10.04	3,629	36,435	12,708,091	Aug 02 04:05 PM
HF Direct Investments Pool, LL	10% Owner	Aug 01 '24	Sale	10.02	2	20	12,708,089	Aug 02 04:05 PM
HF Direct Investments Pool, LL	10% Owner	Jul 29 '24	Sale	10.05	31,869	320,283	12,713,368	Jul 31 04:31 PM
HF Direct Investments Pool, LL	10% Owner	Jul 30 '24	Sale	10.07	1,648	16,595	12,711,720	Jul 31 04:31 PM
HF Direct Investments Pool, LL	10% Owner	Jul 26 '24	Sale	10.11	38,393	388,153	12,745,237	Jul 29 04:34 PM
HF Direct Investments Pool, LL	10% Owner	Jul 25 '24	Sale	10.09	18,785	189,541	12,783,630	Jul 26 04:08 PM
HF Direct Investments Pool, LL	10% Owner	Jul 24 '24	Sale	10.03	6,854	68,746	12,802,415	Jul 26 04:08 PM
HF Direct Investments Pool, LL	10% Owner	Jul 22 '24	Sale	10.05	18,572	186,649	12,825,145	Jul 24 04:10 PM
HF Direct Investments Pool, LL	10% Owner	Jul 23 '24	Sale	10.08	15,876	160,030	12,809,269	Jul 24 04:10 PM
HF Direct Investments Pool, LL	10% Owner	Jul 18 '24	Sale	10.05	2,791	28,050	12,843,717	Jul 19 04:11 PM
HF Direct Investments Pool, LL	10% Owner	Jul 16 '24	Sale	10.11	61,317	619,915	12,882,441	Jul 17 05:34 PM
HF Direct Investments Pool, LL	10% Owner	Jul 17 '24	Sale	10.10	35,933	362,923	12,846,508	Jul 17 05:34 PM
HF Direct Investments Pool, LL	10% Owner	Jul 15 '24	Sale	10.03	11,901	119,367	12,943,758	Jul 17 05:34 PM
HF Direct Investments Pool, LL	10% Owner	Jul 12 '24	Sale	10.03	18,012	180,660	12,955,659	Jul 12 06:01 PM
HF Direct Investments Pool, LL	10% Owner	Jul 11 '24	Sale	10.00	737	7,370	12,973,671	Jul 12 06:01 PM
Pledger Thomas Christopher	CHIEF FINANCIAL OFFICER	Jul 11 '24	Sale	10.00	6,600	66,000	466,673	Jul 12 04:21 PM
HF Direct Investments Pool, LL	10% Owner	Jul 08 '24	Sale	10.03	33,592	336,928	12,974,408	Jul 10 04:52 PM
Pledger Thomas Christopher	CHIEF FINANCIAL OFFICER	Jun 17 '24	Sale	10.00	5,559	55,590	473,372	Jun 20 04:52 PM
Pledger Thomas Christopher	CHIEF FINANCIAL OFFICER	Jun 18 '24	Sale	10.00	99	990	473,273	Jun 20 04:52 PM
FORD JOE T	Director	Dec 11 '23	Buy	9.59	10,000	95,900	230,922	Dec 12 05:22 PM
FORD JOE T	Director	Nov 30 '23	Buy	9.25	10,000	92,500	220,992	Dec 01 04:57 PM
FORD JOE T	Director	Nov 29 '23	Buy	9.40	10,000	94,000	210,992	Nov 29 04:50 PM
FORD JOE T	Director	Nov 28 '23	Buy	9.30	10,000	93,000	200,922	Nov 29 04:50 PM
FORD JOE T	Director	Nov 22 '23	Buy	8.89	10,000	88,900	190,922	Nov 27 04:41 PM
Pledger Thomas Christopher	CHIEF FINANCIAL OFFICER	Nov 16 '23	Buy	8.63	12,000	103,560	370,649	Nov 16 04:34 PM
FORD JOE T	Director	Nov 15 '23	Buy	8.45	35,000	295,750	175,922	Nov 15 05:28 PM
FORD JOE T	Director	Nov 14 '23	Buy	7.55	17,005	128,388	140,922	Nov 15 05:28 PM
FORD JOE T	Director	Sep 15 '23	Buy	9.98	5,000	49,900	123,917	Sep 15 04:25 PM

Open in Screener

CNS

Cohen & Steers Inc.

Sep 06 • 04:00PM ET

87.42

Dollar change -0.51
Percentage change -0.58	%

Financial • Asset Management • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

CNS Cohen & Steers Inc. daily Stock Chart

Held by: IJR VTI IWM VB SCHD VXF VBK IWO SPSM DES

Index	RUT	P/E	34.21	EPS (ttm)	2.56	Insider Own	46.72%	Shs Outstand	49.16M	Perf Week	-0.46%
Market Cap	4.42B	Forward P/E	25.67	EPS next Y	3.41	Insider Trans	-0.15%	Shs Float	26.93M	Perf Month	7.12%
Income	127.73M	PEG	18.00	EPS next Q	0.74	Inst Own	62.58%	Short Float	8.55%	Perf Quarter	24.32%
Sales	482.06M	P/S	9.17	EPS this Y	1.40%	Inst Trans	-1.02%	Short Ratio	12.44	Perf Half Y	15.39%
Book/sh	9.16	P/B	9.54	EPS next Y	18.27%	ROA	18.13%	Short Interest	2.30M	Perf Year	37.24%
Cash/sh	2.41	P/C	36.22	EPS next 5Y	1.90%	ROE	31.29%	52W Range	50.05 - 89.66	Perf YTD	15.44%
Dividend Est.	2.36 (2.70%)	P/FCF	27.50	EPS past 5Y	1.62%	ROI	21.13%	52W High	-2.50%	Beta	1.52
Dividend TTM	2.34 (2.68%)	Quick Ratio	-	Sales past 5Y	6.54%	Gross Margin	85.47%	52W Low	74.67%	ATR (14)	2.15
Dividend Ex-Date	Aug 12, 2024	Current Ratio	-	EPS Y/Y TTM	-12.56%	Oper. Margin	33.32%	RSI (14)	58.18	Volatility	2.24% 2.20%
Employees	405	Debt/Eq	0.31	Sales Y/Y TTM	-4.58%	Profit Margin	26.50%	Recom	3.33	Target Price	77.50
Option/Short	Yes / Yes	LT Debt/Eq	0.31	EPS Q/Q	-2.60%	Payout	87.55%	Rel Volume	0.72	Prev Close	87.93
Sales Surprise	0.42%	EPS Surprise	1.33%	Sales Q/Q	1.42%	Earnings	Jul 17 AMC	Avg Volume	184.99K	Price	87.42
SMA20	2.02%	SMA50	7.35%	SMA200	19.79%	Trades		Volume	133,785	Change	-0.58%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-05-24	Initiated	UBS	Sell	$68
Feb-18-21	Upgrade	Sidoti	Neutral → Buy	$83
Jan-21-21	Resumed	Sidoti	Neutral	$83
Nov-19-20	Upgrade	BofA Securities	Neutral → Buy	$65 → $76
Apr-24-20	Upgrade	BofA/Merrill	Underperform → Neutral	$54
Apr-22-19	Downgrade	Gabelli & Co	Buy → Hold
Feb-21-19	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$36
Jan-26-18	Downgrade	Keefe Bruyette	Mkt Perform → Underperform
Jan-11-18	Downgrade	Gabelli & Co	Buy → Hold	$54
Mar-03-17	Initiated	Sidoti	Buy	$46
Jul-15-16	Initiated	Credit Suisse	Neutral
Apr-11-16	Initiated	Sidoti	Buy	$51
Mar-15-16	Upgrade	BofA/Merrill	Underperform → Buy	$28 → $37
Oct-07-15	Initiated	Keefe Bruyette	Mkt Perform
Oct-16-14	Upgrade	Gabelli & Co	Hold → Buy
Apr-21-14	Downgrade	Gabelli & Co	Buy → Hold
Jan-07-11	Reiterated	Deutsche Bank	Hold	$26 → $27
Jul-23-10	Reiterated	Deutsche Bank	Hold	$25 → $23
Jun-07-10	Reiterated	Deutsche Bank	Hold	$27 → $25
Jul-25-08	Reiterated	UBS	Neutral	$31 → $27

Show Previous Ratings

Aug-28-24 05:14PM	Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
05:08PM	Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
05:05PM	Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
04:53PM	Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
04:51PM	Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
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Aug-23-24 02:27PM	Analyst Report: Cohen & Steers, Inc. (Morningstar Research)
Aug-22-24 01:35PM	Analyst Report: Cohen & Steers, Inc. (Morningstar Research)
Aug-19-24 08:00AM	Cohen & Steers Appoints Lisa Dolly to Board of Directors (PR Newswire)
Aug-09-24 04:05PM	Cohen & Steers Announces Changes to Realty Indexes (PR Newswire)
Aug-08-24 04:38PM	Cohen & Steers Announces Preliminary Assets Under Management and Net Flows For July 2024 (PR Newswire)
Aug-01-24 04:15PM	Cohen & Steers, Inc. Declares Quarterly Dividend (PR Newswire)
Jul-25-24 04:05PM	Cohen & Steers Income Opportunities REIT, Inc. Acquires Grocery-Anchored Shopping Center in Partnership with Phillips Edison & Company (PR Newswire) +6.04%
Jul-24-24 07:04PM	Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
07:02PM	Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:59PM	Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:54PM	Loading…
06:54PM	Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:27PM	Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
Jul-18-24 07:04PM	Analyst Report: Cohen & Steers, Inc. (Morningstar Research)
Jul-17-24 04:16PM	COHEN & STEERS REPORTS RESULTS FOR SECOND QUARTER 2024 (PR Newswire)
Jul-16-24 07:45PM	Analyst Report: Cohen & Steers, Inc. (Morningstar Research) +5.71%
Jul-10-24 04:45PM	Cohen & Steers, Inc. to Release Second Quarter 2024 Results on July 17, 2024 (PR Newswire)
Jul-09-24 04:15PM	Cohen & Steers Announces Preliminary Assets Under Management and Net Flows For June 2024 (PR Newswire)
Jun-28-24 06:26PM	Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:21PM	Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:19PM	Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:13PM	Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:06PM	Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
Jun-24-24 06:12PM	Cohen & Steers Closed-End Funds Declare Distributions for July, August, and September 2024 (PR Newswire)
04:16PM	Cohen & Steers Announces Succession of Chief Financial Officer (PR Newswire)
Jun-11-24 01:36PM	Analyst Report: Cohen & Steers, Inc. (Morningstar Research)
08:36AM	Loading…
08:36AM	Cohen & Steers (CNS) May AUM Balance Rises on Upbeat Markets (Zacks)
Jun-10-24 04:20PM	Cohen & Steers Announces Preliminary Assets Under Management and Net Flows For May 2024 (PR Newswire)
Jun-05-24 09:00AM	Cohen & Steers Appoints Daniel Noonan as Head of Wealth Management Consulting Group (PR Newswire)
Jun-04-24 02:32PM	DLC Management and Cohen & Steers buy two centers in Arkansas (Chain Store Age)
Jun-03-24 09:00AM	Cohen & Steers and DLC Management Acquire Open-Air Shopping Center Complex in Fayetteville, Arkansas (PR Newswire)
May-28-24 06:58PM	Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:41PM	Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:35PM	Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:29PM	Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:19PM	Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
May-24-24 02:21AM	Analyst Report: Cohen & Steers, Inc. (Morningstar Research)
May-22-24 03:41PM	Analyst Report: Cohen & Steers, Inc. (Morningstar Research)
May-15-24 07:39PM	Cohen & Steers Announces Additional Changes to Realty Indexes (PR Newswire)
May-13-24 04:15PM	Cohen & Steers Announces Changes to Realty Indexes (PR Newswire)
May-09-24 11:43AM	Cohen & Steers' (CNS) April AUM Dips on Unfavorable Markets (Zacks)
May-08-24 05:09PM	Cohen & Steers Announces Preliminary Assets Under Management and Net Flows For April 2024 (PR Newswire)
May-02-24 04:23PM	Cohen & Steers, Inc. Declares Quarterly Dividend (PR Newswire)
Apr-30-24 04:00AM	Cohen & Steers SICAV European Real Estate Securities Fund Receives LSEG Lipper Fund Award (PR Newswire)
Apr-29-24 08:10PM	Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
07:11PM	Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
07:02PM	Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:58PM	Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:54PM	Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
Apr-22-24 06:33PM	Cohen & Steers Raises $70 Million in Gross Proceeds from At-the-Market Equity Offering (PR Newswire)
Apr-19-24 08:22AM	Cohen & Steers, Inc. (NYSE:CNS) Q1 2024 Earnings Call Transcript (Insider Monkey) +9.50%
Apr-18-24 05:57PM	Cohen & Steers Set to Join S&P SmallCap 600 (PR Newswire)
Apr-17-24 09:53PM	CNS Stock Earnings: Cohen & Steers Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
04:16PM	COHEN & STEERS REPORTS RESULTS FOR FIRST QUARTER 2024 (PR Newswire)
Apr-11-24 07:00AM	Corero Network Security Enters New Relationship with TierPoint (PR Newswire)
Apr-10-24 04:20PM	Cohen & Steers, Inc. to Release First Quarter 2024 Results on April 17, 2024 (PR Newswire) -5.19%
Apr-08-24 04:44PM	Cohen & Steers Announces Preliminary Assets Under Management and Net Flows For March 2024 (PR Newswire)
Apr-02-24 09:00AM	Cohen & Steers announces the Future of Energy Strategy (PR Newswire)
Apr-01-24 08:18PM	10 Best Real Estate ETFs To Buy Now (Insider Monkey)
Mar-28-24 05:12PM	Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
05:09PM	Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
05:07PM	Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
05:04PM	Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
05:03PM	Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
Mar-21-24 06:05PM	Cohen & Steers Closed-End Funds Declare Distributions for April, May, and June 2024 (PR Newswire)
Mar-20-24 09:00AM	Cohen & Steers U.S. Real Estate Funds Receive LSEG Lipper Fund Awards (PR Newswire)
Mar-12-24 07:58AM	Cohen & Steers' (CNS) February AUM Up on Favorable Markets (Zacks)
Mar-11-24 04:19PM	Cohen & Steers Announces Preliminary Assets Under Management and Net Flows For February 2024 (PR Newswire)
Feb-26-24 05:55PM	Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
05:54PM	Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
05:52PM	Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
05:50PM	Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
05:44PM	Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
08:53AM	Cohen & Steers (CNS) Rewards Shareholders With Dividend Hike (Zacks)
Feb-23-24 11:04AM	Analyst Report: Cohen & Steers, Inc. (Morningstar Research)
Feb-22-24 04:27PM	Cohen & Steers, Inc. Declares Quarterly Dividend (PR Newswire)
Feb-18-24 06:14PM	Analyst Report: Cohen & Steers, Inc. (Morningstar Research)
Feb-09-24 09:22AM	Cohen & Steers' (CNS) January AUM Falls 4.6% on Weak Markets (Zacks)
Feb-08-24 05:27PM	Cohen & Steers Announces Preliminary Assets Under Management and Net Flows For January 2024 (PR Newswire)
Jan-29-24 07:44PM	Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:51PM	Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:35PM	Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:32PM	Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:31PM	Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
Jan-27-24 08:32AM	Cohen & Steers, Inc. (NYSE:CNS) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-25-24 11:01AM	Analyst Report: Cohen & Steers, Inc. (Morningstar Research)
Jan-24-24 04:47PM	COHEN & STEERS REPORTS RESULTS FOR FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2023 (PR Newswire)
08:52AM	Cohen & Steers Income Opportunities REIT, Inc. Acquires the Marketplace at Highland Village in Dallas, TX (PR Newswire)
Jan-17-24 05:15PM	Cohen & Steers Announces Retirement of William Scapell, Head of Fixed Income and Preferred Securities, Effective August 1, 2024 (PR Newswire)
04:31PM	Cohen & Steers, Inc. to Release Fourth Quarter and Full Year 2023 Results on January 24, 2024 (PR Newswire)
Jan-10-24 09:00AM	Cohen & Steers Launches Real Assets Compass to Help Financial Advisors Build Better Portfolios with Real Estate (PR Newswire)
Jan-09-24 04:41PM	Cohen & Steers Announces Preliminary Assets Under Management and Net Flows For December 2023 (PR Newswire)
Dec-22-23 06:09PM	Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:05PM	Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:03PM	Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)
06:01PM	Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a) (PR Newswire)

Cohen & Steers, Inc. is a holding company which operates as an investment manager specializing in liquid real assets, which include real estate securities, listed infrastructure, commodities, natural resource equities, preferred securities, and other income solutions. It manages investment vehicles, such as institutional accounts, open-end funds and closed-end funds. The company was founded by Martin Cohen and Robert Hamilton Steers in 1986 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Villani Edmond D	Director	Aug 27 '24	Sale	86.66	3,000	259,980	31,460	Aug 28 04:05 PM
Villani Edmond D	Director	Aug 27 '24	Proposed Sale	86.66	3,000	259,986		Aug 27 04:04 PM
Dulik Elena	Chief Accounting Officer, SVP	Jul 26 '24	Sale	86.45	1,100	95,095	20,091	Jul 26 04:06 PM
Cheigh Jon	Chief Investment Officer, EVP	Jul 25 '24	Sale	84.08	12,500	1,050,988	155,311	Jul 26 04:06 PM
Simon Richard P	Director	Jul 22 '24	Sale	80.61	7,000	564,272	15,660	Jul 23 04:42 PM
Cheigh Jon	Chief Investment Officer, EVP	May 22 '24	Sale	72.57	7,159	519,529	167,018	May 24 04:34 PM
Villani Edmond D	Director	Mar 12 '24	Sale	72.99	4,000	291,960	33,781	Mar 14 05:21 PM
Simon Richard P	Director	Feb 23 '24	Sale	71.76	6,942	498,158	24,973	Feb 26 07:10 PM
Simon Richard P	Director	Feb 26 '24	Sale	71.81	3,058	219,595	21,915	Feb 26 07:10 PM
Dulik Elena	Chief Accounting Officer, SVP	Dec 07 '23	Sale	62.28	725	45,153	19,862	Dec 07 04:22 PM
Simon Richard P	Director	Oct 25 '23	Sale	50.45	10,000	504,500	31,550	Oct 26 05:40 PM

Open in Screener

ABM

ABM Industries Inc.

Sep 06 • 04:00PM ET

51.29

Dollar change -4.81
Percentage change -8.57	%

Industrials • Specialty Business Services • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

ABM ABM Industries Inc. daily Stock Chart

Held by: IJR CALF VTI IWM VB VBR VXF SDY IJS IWN

Index	RUT	P/E	21.15	EPS (ttm)	2.42	Insider Own	1.51%	Shs Outstand	62.85M	Perf Week	-8.77%
Market Cap	3.22B	Forward P/E	13.96	EPS next Y	3.67	Insider Trans	-10.88%	Shs Float	61.82M	Perf Month	-1.33%
Income	156.00M	PEG	5.79	EPS next Q	0.88	Inst Own	97.33%	Short Float	2.83%	Perf Quarter	5.97%
Sales	8.27B	P/S	0.39	EPS this Y	0.36%	Inst Trans	-3.27%	Short Ratio	3.06	Perf Half Y	18.32%
Book/sh	29.23	P/B	1.75	EPS next Y	4.58%	ROA	3.12%	Short Interest	1.75M	Perf Year	14.46%
Cash/sh	1.38	P/C	37.30	EPS next 5Y	3.65%	ROE	8.44%	52W Range	37.61 - 57.25	Perf YTD	14.41%
Dividend Est.	0.90 (1.75%)	P/FCF	11.80	EPS past 5Y	20.81%	ROI	4.82%	52W High	-10.41%	Beta	1.14
Dividend TTM	0.90 (1.74%)	Quick Ratio	1.38	Sales past 5Y	5.22%	Gross Margin	11.92%	52W Low	36.37%	ATR (14)	1.54
Dividend Ex-Date	Jul 05, 2024	Current Ratio	1.38	EPS Y/Y TTM	-31.83%	Oper. Margin	3.60%	RSI (14)	33.70	Volatility	4.89% 2.25%
Employees	123000	Debt/Eq	0.80	Sales Y/Y TTM	3.25%	Profit Margin	1.89%	Recom	2.62	Target Price	56.50
Option/Short	Yes / Yes	LT Debt/Eq	0.76	EPS Q/Q	-94.98%	Payout	23.22%	Rel Volume	2.36	Prev Close	56.10
Sales Surprise	2.81%	EPS Surprise	9.14%	Sales Q/Q	3.25%	Earnings	Sep 06 BMO	Avg Volume	571.75K	Price	51.29
SMA20	-6.41%	SMA50	-3.90%	SMA200	10.51%	Trades		Volume	1,347,691	Change	-8.57%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-13-23	Initiated	Truist	Hold	$43
Sep-08-23	Downgrade	Deutsche Bank	Buy → Hold	$65 → $43
Sep-07-23	Downgrade	William Blair	Outperform → Mkt Perform
Jun-01-23	Initiated	UBS	Neutral	$48
Mar-09-23	Downgrade	Robert W. Baird	Outperform → Neutral	$52 → $51
Jun-21-22	Upgrade	Robert W. Baird	Neutral → Outperform	$50
Mar-30-22	Initiated	Deutsche Bank	Buy	$62
Sep-17-20	Upgrade	Sidoti	Neutral → Buy
Jun-19-20	Upgrade	CL King	Neutral → Buy	$45
May-27-20	Downgrade	Sidoti	Buy → Neutral
Apr-08-20	Downgrade	Maxim Group	Buy → Hold	$43 → $27
Apr-01-20	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$31
Dec-19-19	Reiterated	Maxim Group	Buy	$45 → $43
Apr-05-19	Initiated	KeyBanc Capital Markets	Sector Weight
Feb-14-19	Initiated	Maxim Group	Buy	$45
Jan-11-19	Downgrade	CL King	Buy → Neutral
Sep-11-17	Upgrade	KeyBanc Capital Mkts	Sector Weight → Overweight
Jul-13-17	Upgrade	Sidoti	Neutral → Buy
Mar-09-17	Upgrade	Robert W. Baird	Neutral → Outperform	$46 → $50
Jan-04-17	Reiterated	Imperial Capital	In-line	$38 → $43

Show Previous Ratings

Today 12:55AM	Q3 2024 ABM Industries Inc Earnings Call (Thomson Reuters StreetEvents)
Sep-06-24 09:40AM	Are Business Services Stocks Lagging ABM Industries (ABM) This Year? (Zacks) -8.57%
09:30AM	Here's What Key Metrics Tell Us About ABM Industries (ABM) Q3 Earnings (Zacks)
08:44AM	ABM Industries Delivers Solid Q3 Results On Investment In Energy Market, Boosts Guidance (Benzinga)
08:10AM	ABM Industries (ABM) Beats Q3 Earnings and Revenue Estimates (Zacks)
07:14AM	Loading…
07:14AM	ABM Industries Q3 Results Top Estimates; Boosts FY24 Outlook (RTT News)
07:07AM	ABM Industries: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
07:04AM	ABM Industriess (NYSE:ABM) Q2 Sales Top Estimates, Stock Soars (StockStory)
06:58AM	ABM Reports Third Quarter Fiscal 2024 Results and Raises Outlook for Fiscal Year 2024 Adjusted EPS (GlobeNewswire)
Sep-05-24 09:03AM	Earnings To Watch: ABM Industries Inc (ABM) Reports Q3 2024 Result (GuruFocus.com)
03:01AM	Earnings To Watch: ABM Industries (ABM) Reports Q2 Results Tomorrow (StockStory)
Sep-02-24 09:15AM	Seeking Clues to ABM Industries (ABM) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Aug-30-24 09:40AM	Are Investors Undervaluing ABM Industries (ABM) Right Now? (Zacks)
Aug-22-24 08:00AM	ABM to Announce Third Quarter 2024 Financial Results (GlobeNewswire)
Aug-21-24 09:40AM	Is ABM Industries (ABM) Stock Outpacing Its Business Services Peers This Year? (Zacks)
08:00AM	Loading…
Aug-15-24 08:00AM	ABM Awarded NASPO ValuePoint Contract for EV Charging Infrastructure Solutions (GlobeNewswire)
Aug-14-24 09:40AM	Should Value Investors Buy ABM Industries (ABM) Stock? (Zacks)
Jul-29-24 09:40AM	Are Investors Undervaluing ABM Industries (ABM) Right Now? (Zacks)
Jul-26-24 07:01PM	Insider Sale: President and CEO Scott Salmirs Sells 25,000 Shares of ABM Industries Inc (ABM) (GuruFocus.com)
Jul-23-24 08:32AM	Is the Options Market Predicting a Spike in ABM Industries (ABM) Stock? (Zacks)
Jul-18-24 05:38PM	ABM Among 60 Best Companies to Sell For (GlobeNewswire)
Jul-16-24 07:01PM	Insider Sale: EVP & COO Rene Jacobsen Sells 40,000 Shares of ABM Industries Inc (ABM) (GuruFocus.com)
Jul-12-24 07:00PM	Insider Sale: President and CEO Scott Salmirs Sells 25,000 Shares of ABM Industries Inc (ABM) (GuruFocus.com)
07:00PM	Insider Sale: SVP - Chief Accounting Officer Dean Chin Sells Shares of ABM Industries Inc (ABM) (GuruFocus.com)
12:00PM	ABM Industries (ABM) Upgraded to Buy: Here's What You Should Know (Zacks)
09:40AM	Should Value Investors Buy ABM Industries (ABM) Stock? (Zacks)
Jul-10-24 12:43PM	2024: Top-Heavy, AI-Fueled, Supply-Constrained (Motley Fool)
Jul-08-24 07:00AM	Top Small-Cap Picks: 3 Unstoppable Russell 2000 Stocks to Buy in July (InvestorPlace)
Jul-01-24 05:13AM	Q1 Earnings Roundup: ABM Industries (NYSE:ABM) And The Rest Of The Environmental and Facilities Services Segment (StockStory)
Jun-24-24 08:00AM	ABM Expands Position and Capabilities in Fast-Growing Data Center Industry with Acquisition of Quality Uptime Services (GlobeNewswire)
09:23AM	Loading…
Jun-20-24 09:23AM	ABM Industries (ABM) Stock Rises 22.5% in a Year: Here's How (Zacks)
08:00AM	Bryan Herta Autosport Partners with ABM to Showcase EV Capabilities at Pikes Peak International Hill Climb (GlobeNewswire)
Jun-11-24 08:00AM	ABM Announces Partnership with Phoenix's Three Airports (GlobeNewswire)
Jun-10-24 08:00AM	ABM and Rezcomm Collaborate to Enhance ABM Vantage Smart Parking Platform (GlobeNewswire)
Jun-07-24 11:10AM	ABM Industries (ABM) Q2 Earnings & Revenues Beat Estimates (Zacks) +5.25%
08:03AM	ABM Industries Incorporated (NYSE:ABM) Q2 2024 Earnings Call Transcript (Insider Monkey)
Jun-06-24 11:53AM	ABM Stock Earnings: ABM Indus Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
09:30AM	ABM Industries (ABM) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
08:05AM	ABM Industries (ABM) Q2 Earnings and Revenues Surpass Estimates (Zacks)
07:06AM	ABM Industries: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
06:58AM	ABM Reports Second Quarter Fiscal 2024 Results and Raises Outlook for Fiscal Year 2024 Adjusted EPS (GlobeNewswire)
Jun-03-24 09:15AM	Curious about ABM Industries (ABM) Q2 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
May-31-24 08:00AM	ABM Named Among Barron's 100 Most Sustainable Companies for Second Consecutive Year (GlobeNewswire)
May-28-24 08:00AM	Utica University Selects ABM to Transform Campus-wide Facilities Management (GlobeNewswire)
May-27-24 12:06PM	3 Under-the-Radar Stocks That Legendary Investor Peter Lynch Would Love (InvestorPlace)
May-24-24 09:40AM	Are Investors Undervaluing ABM Industries (ABM) Right Now? (Zacks)
May-23-24 12:07PM	Here's Why ABM Industries (ABM) Stock is a Great Pick Now (Zacks)
May-22-24 04:05PM	ABM President and CEO, Scott Salmirs, Awarded Top Spot on Empower Advocates 2024 Role Model List (GlobeNewswire)
08:00AM	ABM to Announce Second Quarter 2024 Financial Results (GlobeNewswire)
May-21-24 08:00AM	ABM Expands Industry-leading EV Infrastructure Capabilities to Service Fleets Across the Private and Public Sectors (GlobeNewswire)
May-20-24 08:00AM	ABM Recognized as One of the Best Places to Work in Healthcare (GlobeNewswire)
May-08-24 09:40AM	Should Value Investors Buy ABM Industries (ABM) Stock? (Zacks)
May-03-24 02:28AM	Insider Sale at ABM Industries Inc (ABM) by EVP/General Counsel/Corporate Secretary Andrea Newborn (GuruFocus.com)
May-02-24 05:25PM	Abm Industries Insider Sold Shares Worth $567,675, According to a Recent SEC Filing (MT Newswires)
Apr-18-24 08:00AM	ABM Honored as a 2024 VETS Indexes 3 Star Employer (GlobeNewswire)
Apr-11-24 08:00AM	ABM Helps County Prioritize Health and Safety with $1.8 Million Projected Savings (GlobeNewswire)
Apr-08-24 06:27PM	20 Countries with the Lowest Population Growth in the World (Insider Monkey)
Apr-02-24 07:09AM	ABM Industries Inc's Dividend Analysis (GuruFocus.com)
Mar-27-24 01:26AM	ABM Industries Inc (ABM) EVP & COO Rene Jacobsen Sells 5,563 Shares (GuruFocus.com)
Mar-26-24 08:34AM	authID Inc. (NASDAQ:AUID) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-25-24 11:46PM	ABM Industries Inc's SVP - Chief Accounting Officer Dean Chin Sells Company Shares (GuruFocus.com)
Mar-21-24 08:00AM	ABM Serving as Critical Support for U.S. Semiconductor Manufacturing as Sector Grows Domestic Capacity (GlobeNewswire)
Mar-19-24 04:05PM	ABM Named Among 25 Best Companies for Latinos to Work by Latino Leaders Magazine for Second Consecutive Year (GlobeNewswire)
Mar-14-24 11:09AM	ABM Industries (ABM) Gains From ELEVATE Amid Economic Risks (Zacks)
Mar-12-24 10:30AM	Sidoti Events, LLC's Virtual March Small-Cap Conference (ACCESSWIRE)
Mar-11-24 12:00PM	All You Need to Know About ABM Industries (ABM) Rating Upgrade to Buy (Zacks)
09:40AM	Are Investors Undervaluing ABM Industries (ABM) Right Now? (Zacks)
Mar-08-24 12:44PM	ABM Industries Incorporated (NYSE:ABM) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:00AM	ABM Industries (ABM) Q1 Earnings & Revenues Beat Estimates (Zacks)
01:13AM	Q1 2024 ABM Industries Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-07-24 01:18PM	ABM Industries Inc (ABM) Reports First Quarter Fiscal 2024 Earnings, Raises Full-Year Guidance (GuruFocus.com) +6.28%
09:30AM	ABM Industries (ABM) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:05AM	ABM Industries (ABM) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
07:06AM	ABM Industries: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:58AM	ABM Reports First Quarter Fiscal 2024 Results and Raises Outlook for Fiscal Year 2024 Adjusted EPS (GlobeNewswire)
Mar-06-24 11:19AM	How To Earn $500 A Month From ABM Industries Ahead Of Q1 Earnings Report (Benzinga)
Mar-04-24 09:15AM	Unlocking Q1 Potential of ABM Industries (ABM): Exploring Wall Street Estimates for Key Metrics (Zacks)
08:00AM	ABM Announces Facility Services Partnership with the Arizona Diamondbacks and Chase Field (GlobeNewswire)
Feb-28-24 08:00AM	ABM Announces Leadership Appointments (GlobeNewswire)
Feb-22-24 08:00AM	ABM to Announce First Quarter 2024 Financial Results (GlobeNewswire)
Feb-06-24 01:49PM	3 High-Yield Dividend Champions to Buy Now (InvestorPlace)
Feb-02-24 09:40AM	Should Value Investors Buy ABM Industries (ABM) Stock? (Zacks)
Jan-17-24 09:40AM	Are Investors Undervaluing ABM Industries (ABM) Right Now? (Zacks)
Jan-02-24 11:08AM	ABM Industries Inc's Dividend Analysis (GuruFocus.com)
Dec-28-23 09:37AM	Reasons Why You Should Retain ABM Industries (ABM) Stock Now (Zacks)
Dec-27-23 08:48AM	How ABM Industries (ABM) Stock Stands Out in a Strong Industry (Zacks)
Dec-19-23 05:00PM	Forever Favorites: 7 Dividend Stocks to Buy and Never Sell (InvestorPlace)
08:23AM	ABM Industries Incorporated (NYSE:ABM) Q4 2023 Earnings Call Transcript (Insider Monkey)
Dec-16-23 09:01AM	ABM Industries Inc CEO Scott Salmirs Sells 25,000 Shares: An Insider Sell Analysis (GuruFocus.com)
Dec-15-23 09:40AM	Should Value Investors Buy ABM Industries (ABM) Stock? (Zacks)
Dec-14-23 02:27PM	ABM Stock Jumps On Strong Earnings Beat; Scores Rating Upgrade (Investor's Business Daily) -10.21%
11:24AM	ABM Industries (ABM) Q4 Earnings and Revenues Beat Estimates (Zacks)
12:09AM	Q4 2023 ABM Industries Inc Earnings Call (Thomson Reuters StreetEvents)
Dec-13-23 01:47PM	Why ABM Industries Stock Just Popped 15% (Motley Fool) +17.90%
09:30AM	ABM Industries (ABM) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
08:30AM	ABM Industries Inc (ABM) Reports Q4 and Full Year Fiscal 2023 Results; Provides Fiscal 2024 Outlook (GuruFocus.com)
08:10AM	ABM Industries (ABM) Tops Q4 Earnings and Revenue Estimates (Zacks)
07:19AM	ABM Industries: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:58AM	ABM Reports Fourth Quarter and Full Year Fiscal 2023 Results and Provides Fiscal 2024 Outlook (GlobeNewswire)
Dec-11-23 11:47AM	ABM Industries (ABM) Rises 10.9% in Three Months: Here's How (Zacks)

ABM Industries, Inc. engages in the provision of facility, infrastructure, and mobility solutions. It operates through the following segments: Business and Industry, Manufacturing and Distribution, Education, Aviation, and Technical Solutions. The Business and Industry segment encompasses janitorial, facilities engineering, and parking services for commercial real estate properties, sports and entertainment venues, and traditional hospitals and non-acute healthcare facilities. It also provides vehicle maintenance services to rental car providers. The Manufacturing and Distribution segment provides integrated facility services, engineering, janitorial, and other specialized services in different types of manufacturing, distribution, and data center facilities. The Education segment delivers janitorial, custodial, landscaping and grounds, facilities engineering, and parking services for public school districts, private schools, colleges, and universities. The Aviation segment supports airlines and airports with parking and janitorial to passenger assistance, catering logistics, air cabin maintenance, and transportation. The Technical Solutions segment specializes in facility infrastructure, mechanical, and electrical services. The company was founded by Morris Rosenberg in 1909 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SALMIRS SCOTT B	President and CEO	Jul 25 '24	Sale	55.29	13,264	733,352	353,391	Jul 26 04:05 PM
SALMIRS SCOTT B	President and CEO	Jul 24 '24	Sale	55.08	11,736	646,377	366,655	Jul 26 04:05 PM
JACOBSEN RENE	EVP & Chief Operating Officer	Jul 15 '24	Sale	51.67	40,000	2,066,881	72,062	Jul 16 04:28 PM
SALMIRS SCOTT B	President and CEO	Jul 10 '24	Sale	48.90	25,000	1,222,455	378,391	Jul 12 04:03 PM
CHIN DEAN A	SVP - Chief Accounting Officer	Jul 11 '24	Sale	50.70	2,042	103,529	18,493	Jul 12 04:03 PM
NEWBORN ANDREA R	EVP/Gen. Counsel/Corp. Secty.	May 01 '24	Sale	45.00	12,615	567,675	45,847	May 02 05:17 PM
JACOBSEN RENE	EVP & Chief Operating Officer	Mar 25 '24	Sale	43.59	5,563	242,464	111,677	Mar 26 06:03 PM
CHIN DEAN A	SVP - Chief Accounting Officer	Mar 22 '24	Sale	44.89	5,465	245,324	19,972	Mar 25 06:06 PM
JACOBSEN RENE	EVP & Chief Operating Officer	Dec 22 '23	Sale	45.50	6,341	288,524	52,849	Dec 26 05:04 PM
SALMIRS SCOTT B	President and CEO	Dec 13 '23	Sale	50.00	25,000	1,250,000	326,690	Dec 15 06:05 PM
NEWBORN ANDREA R	EVP/Gen. Counsel/Corp. Secty.	Dec 13 '23	Sale	48.30	9,766	471,698	42,722	Dec 15 06:04 PM
JACOBSEN RENE	EVP & Chief Operating Officer	Oct 13 '23	Sale	44.00	6,341	279,001	59,059	Oct 16 06:12 PM

Open in Screener

AGX

Argan, Inc.

Sep 06 • 04:00PM ET

89.97

Dollar change +18.59
Percentage change 26.04	%

Industrials • Engineering & Construction • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: PAVE VTI IWM AVUV VXF IFRA PKB IWO SCHA VTWO

Index	RUT	P/E	28.28	EPS (ttm)	3.18	Insider Own	4.96%	Shs Outstand	13.24M	Perf Week	16.18%
Market Cap	1.21B	Forward P/E	17.76	EPS next Y	5.07	Insider Trans	-21.39%	Shs Float	12.83M	Perf Month	29.83%
Income	43.56M	PEG	2.83	EPS next Q	1.26	Inst Own	85.01%	Short Float	1.87%	Perf Quarter	30.13%
Sales	713.01M	P/S	1.70	EPS this Y	78.66%	Inst Trans	-3.75%	Short Ratio	1.21	Perf Half Y	84.74%
Book/sh	22.82	P/B	3.94	EPS next Y	18.62%	ROA	7.07%	Short Interest	0.24M	Perf Year	120.35%
Cash/sh	35.90	P/C	2.51	EPS next 5Y	10.00%	ROE	14.69%	52W Range	39.74 - 81.05	Perf YTD	92.28%
Dividend Est.	-	P/FCF	7.18	EPS past 5Y	-6.35%	ROI	14.14%	52W High	11.01%	Beta	0.53
Dividend TTM	1.20 (1.33%)	Quick Ratio	1.61	Sales past 5Y	11.78%	Gross Margin	13.01%	52W Low	126.40%	ATR (14)	4.14
Dividend Ex-Date	Jul 23, 2024	Current Ratio	1.63	EPS Y/Y TTM	21.81%	Oper. Margin	6.67%	RSI (14)	70.87	Volatility	5.42% 3.22%
Employees	1214	Debt/Eq	0.01	Sales Y/Y TTM	48.03%	Profit Margin	6.11%	Recom	1.00	Target Price	82.50
Option/Short	Yes / Yes	LT Debt/Eq	0.00	EPS Q/Q	39.06%	Payout	46.06%	Rel Volume	6.73	Prev Close	71.38
Sales Surprise	18.82%	EPS Surprise	35.05%	Sales Q/Q	60.61%	Earnings	Sep 05 AMC	Avg Volume	197.77K	Price	89.97
SMA20	22.55%	SMA50	21.81%	SMA200	52.61%	Trades		Volume	1,331,677	Change	26.04%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-22-20	Upgrade	CJS Securities	Market Perform → Market Outperform
Mar-28-18	Upgrade	Lake Street	Hold → Buy	$56
Dec-07-17	Downgrade	Lake Street	Buy → Hold	$71 → $56
Jun-08-17	Reiterated	Lake Street	Buy	$70 → $71
Dec-08-16	Downgrade	Avondale	Mkt Outperform → Mkt Perform
Jun-09-16	Initiated	Lake Street	Buy	$56
Oct-16-15	Initiated	Wm Smith	Not Rated	$45
Oct-21-14	Initiated	Singular Research	Buy	$41

Sep-06-24 12:40PM	Why Small-Cap Stock Argan Surged 34% Today to a 52-Week High (Motley Fool) +26.04%
Sep-05-24 04:12PM	Argan: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Argan, Inc. Reports Second Quarter Fiscal 2025 Results (Business Wire)
Sep-04-24 09:03AM	Argan Inc (AGX) Q2 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Aug-29-24 08:30AM	Argan, Inc. to Attend the Lake Street Capital Markets 8th Annual Best Ideas Growth Conference (Business Wire)
08:30AM	Loading…
Aug-22-24 08:30AM	Argan, Inc. to Announce Second Quarter Fiscal 2025 Results and Host Conference Call on Thursday, September 5, 2024 (Business Wire)
Aug-21-24 04:15PM	Argan, Inc. Announces Chief Financial Officer Retirement and Succession (Business Wire)
Jul-26-24 07:00PM	Insider Sale: President and CEO David Watson Sells Shares of Argan Inc (AGX) (GuruFocus.com)
Jul-11-24 01:00PM	Insider Sale: Director Rainer Bosselmann Sells 17,000 Shares of Argan Inc (AGX) (GuruFocus.com)
Jun-20-24 04:05PM	Argan, Inc. Declares Regular Quarterly Cash Dividend of $0.30 Per Common Share (Business Wire)
Jun-17-24 07:01PM	Insider Sale: Director Rainer Bosselmann Sells 50,000 Shares of Argan Inc (AGX) (GuruFocus.com)
Jun-08-24 08:01AM	Argan, Inc. (NYSE:AGX) Q1 2025 Earnings Call Transcript (Insider Monkey)
Jun-07-24 01:22PM	Argan, Graham rise; Vail Resorts, Tilly's fall, Friday, 6/7/2024 (Associated Press Finance) +10.43%
Jun-06-24 08:53PM	AGX Stock Earnings: Argan Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
04:23PM	Argan: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Loading…
04:05PM	Argan, Inc. Reports First Quarter Fiscal 2025 Results (Business Wire)
May-23-24 08:30AM	Argan, Inc. to Announce First Quarter Fiscal 2025 Results and Host Conference Call on Thursday, June 6, 2024 (Business Wire)
May-09-24 04:06PM	15 Most Expensive Lipsticks in the World (Insider Monkey)
Apr-20-24 07:10AM	Argan Inc's CFO, SVP Richard Deily Sells Company Shares (GuruFocus.com)
Apr-19-24 07:07AM	Argan Inc's Dividend Analysis (GuruFocus.com)
Apr-17-24 01:12PM	Take the Money and Run: 3 Overbought Stocks to Sell ASAP (InvestorPlace)
Apr-16-24 08:40AM	Argan, Inc. (NYSE:AGX) Q4 2024 Earnings Call Transcript (Insider Monkey)
Apr-12-24 10:52AM	Why Argan Stock Soared 24% Today (Motley Fool) +21.11%
06:53AM	Q4 2024 Argan Inc Earnings Call (Thomson Reuters StreetEvents)
03:04AM	Argan Inc (AGX) Q4 2024 Earnings Call Transcript Highlights: Strong Revenue Growth Amidst ... (GuruFocus.com)
Apr-11-24 08:52PM	AGX Stock Earnings: Argan Beats EPS, Beats Revenue for Q4 2023 (InvestorPlace)
04:20PM	Argan: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Argan, Inc. Reports Fourth Quarter and Fiscal Year 2024 Results (Business Wire)
Apr-05-24 08:30AM	Argan, Inc. to Announce Fourth Quarter and Fiscal Year-End 2024 Results and Host Conference Call on Thursday, April 11, 2024 (Business Wire)
Mar-15-24 05:00PM	20 High Quality Shampoos and Conditioners (Insider Monkey)
11:01PM	Loading…
Jan-24-24 11:01PM	Argan Inc Director Rainer Bosselmann Sells 100,000 Shares (GuruFocus.com)
Dec-14-23 04:15PM	Argan, Inc. Declares Regular Quarterly Cash Dividend of $0.30 Per Common Share (Business Wire)
Dec-10-23 07:00AM	Argan's Net Income Dips for Q3 FY2024 (Rigzone.com)
Dec-08-23 08:59AM	Argan, Inc. (NYSE:AGX) Q3 2024 Earnings Call Transcript (Insider Monkey)
Dec-07-23 12:10PM	Q3 2024 Argan Inc Earnings Call (Thomson Reuters StreetEvents) -12.38%
Dec-06-23 06:06PM	Argan Inc (AGX) Reports Mixed Q3 Fiscal 2024 Results Amidst Operational Challenges (GuruFocus.com)
04:17PM	Argan: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Argan, Inc. Reports Third Quarter Fiscal 2024 Results (Business Wire)
Nov-27-23 08:30AM	Argan, Inc. to Announce Third Quarter Fiscal Year 2024 Results and Host Conference Call on Wednesday, December 6, 2023 (Business Wire)
Oct-13-23 05:01AM	Insider Buying: Director Cynthia Flanders Acquires 8,500 Shares of Argan Inc (GuruFocus.com)
Sep-19-23 04:15PM	Argan, Inc. Increases Quarterly Dividend by 20% to $0.30 Per Common Share (Business Wire)
Sep-07-23 09:06AM	Argan, Inc. (NYSE:AGX) Q2 2024 Earnings Call Transcript (Insider Monkey) +9.18%
06:39AM	Q2 2024 Argan Inc Earnings Call (Thomson Reuters StreetEvents)
Sep-06-23 04:15PM	Argan: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Argan, Inc. Reports Second Quarter Fiscal 2024 Results (Business Wire)
Aug-23-23 08:30AM	Argan, Inc. to Announce Second Quarter Fiscal Year 2024 Results and Host Conference Call on Wednesday, September 6, 2023 (Business Wire)
Aug-17-23 04:30PM	Argan, Inc.s Atlantic Projects Company Receives Full Notice to Proceed for a 264-MW Power Project in Ireland (Business Wire)
Aug-01-23 06:05AM	With 84% ownership of the shares, Argan, Inc. (NYSE:AGX) is heavily dominated by institutional owners (Simply Wall St.)
Jul-14-23 03:03PM	Argan, Inc.'s (NYSE:AGX) Has Had A Decent Run On The Stock market: Are Fundamentals In The Driver's Seat? (Simply Wall St.)
Jun-20-23 04:30PM	Argan, Inc. Declares Regular Quarterly Cash Dividend of $0.25 Per Common Share (Business Wire)
Jun-11-23 03:02AM	Argan, Inc. (NYSE:AGX) Q1 2024 Earnings Call Transcript (Insider Monkey)
Jun-08-23 04:19PM	Argan: Fiscal Q1 Earnings Snapshot (AP Finance) -13.68%
04:05PM	Argan, Inc. Reports First Quarter Fiscal 2024 Results (Business Wire)
May-25-23 04:05PM	Argan, Inc. to Announce First Quarter Fiscal Year 2024 Results and Host Conference Call on Thursday, June 8, 2023 (Business Wire)
Apr-16-23 09:00AM	Argan (NYSE:AGX) Is Due To Pay A Dividend Of $0.25 (Simply Wall St.)
Apr-12-23 04:13PM	Argan: Fiscal Q4 Earnings Snapshot (AP Finance)
04:05PM	Argan, Inc. Reports Fourth Quarter and Fiscal 2023 Year-End Results (Business Wire)
Apr-05-23 08:30AM	Argan, Inc. to Announce Fourth Quarter and Fiscal Year-End 2023 Results and Host Conference Call on Wednesday, April 12, 2023 (Business Wire)
Mar-29-23 01:28PM	Argan (NYSE:AGX) shareholders have earned a 8.0% CAGR over the last three years (Simply Wall St.)
Mar-13-23 07:56AM	Argan (NYSE:AGX) Has Some Difficulty Using Its Capital Effectively (Simply Wall St.)
Feb-17-23 05:31AM	Argan, Inc. (NYSE:AGX) is favoured by institutional owners who hold 84% of the company (Simply Wall St.)
Jan-24-23 06:52AM	Argan, Inc. (NYSE:AGX) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ? (Simply Wall St.)
Jan-03-23 07:55AM	Argan (NYSE:AGX) Is Due To Pay A Dividend Of $0.25 (Simply Wall St.)
Dec-18-22 07:41AM	Argan (NYSE:AGX) Is Paying Out A Dividend Of $0.25 (Simply Wall St.)
Dec-15-22 09:31AM	Some Argan, Inc. (NYSE:AGX) Analysts Just Made A Major Cut To Next Year's Estimates (Simply Wall St.)
Dec-14-22 04:15PM	Argan, Inc. Increases Share Repurchase Program to $125 Million, Declares Regularly Quarterly Cash Dividend of $0.25 Per Common Share (Business Wire)
Dec-09-22 05:57AM	Argan Third Quarter 2023 Earnings: Misses Expectations (Simply Wall St.)
Dec-07-22 04:15PM	Argan, Inc. Reports Third Quarter Results (Business Wire) -7.81%
Nov-08-22 04:16PM	Argan, Inc.s Gemma Power Systems Receives Full Notice to Proceed for a 950-MW Power Project in Ohio (Business Wire)
Nov-06-22 07:09AM	A Look At The Intrinsic Value Of Argan, Inc. (NYSE:AGX) (Simply Wall St.)
Oct-20-22 12:30PM	Argan (NYSE:AGX) shareholders have endured a 42% loss from investing in the stock five years ago (Simply Wall St.) -5.08%
Oct-04-22 07:13AM	Investors Could Be Concerned With Argan's (NYSE:AGX) Returns On Capital (Simply Wall St.)
Sep-17-22 10:58AM	Argan (NYSE:AGX) Has Affirmed Its Dividend Of $0.25 (Simply Wall St.)
Sep-08-22 04:15PM	Argan, Inc. Reports Second Quarter Results (Business Wire) +6.97%
Aug-18-22 04:15PM	Argan, Inc. Announces Founder, Chairman and CEO Retirement and Succession (Business Wire)
Aug-07-22 08:57AM	Do Insiders Own Lots Of Shares In Argan, Inc. (NYSE:AGX)? (Simply Wall St.)
Jul-23-22 08:10AM	Argan, Inc.'s (NYSE:AGX) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock? (Simply Wall St.)
Jun-25-22 08:21AM	Argan (NYSE:AGX) Has Announced A Dividend Of US$0.25 (Simply Wall St.)
Jun-21-22 04:15PM	Argan, Inc. Declares Regular Quarterly Dividend of $0.25 Per Share (Business Wire)
Jun-08-22 04:15PM	Argan, Inc. Reports First Quarter Results (Business Wire)
11:31AM	Argan Bags Engineering & Construction Contracts In Ireland (Benzinga)
08:30AM	Argan, Inc.s Wholly Owned Subsidiary Atlantic Projects Company Enters into Engineering and Construction Contracts for 195 MW Power Projects in Ireland. (Business Wire)
May-21-22 08:13AM	Estimating The Fair Value Of Argan, Inc. (NYSE:AGX) (Simply Wall St.)
May-02-22 03:45PM	Shareholders in Argan (NYSE:AGX) are in the red if they invested five years ago (Simply Wall St.)
Apr-14-22 02:06PM	Argan (NYSE:AGX) Could Be Struggling To Allocate Capital (Simply Wall St.) -6.80%
Apr-13-22 04:20PM	Argan, Inc. Reports Year-End and Fourth Quarter Results and Announces Increase to Share Repurchase Program (Business Wire)
Apr-11-22 04:15PM	Argan, Inc. Declares Regular Quarterly Dividend of $0.25 Per Share (Business Wire)
Apr-07-22 10:49AM	IIROC Trading Resumption - AGX (PR Newswire)
10:40AM	Silver X Completes Plant Upgrade to 720 TPD and Continues Production Ramp-Up (ACCESSWIRE)
09:23AM	IIROC Trading Halt - AGX (PR Newswire)
Mar-31-22 09:10AM	Silver X Provides Update on Underground Resource Expansion Drilling at Tangana Mining Unit (ACCESSWIRE)
Mar-25-22 09:10AM	Silver X To List on Lima Stock Exchange (ACCESSWIRE)
Mar-08-22 09:14AM	10 Undervalued Small-Cap Stocks to Buy Now (Insider Monkey)
Feb-13-22 06:10AM	Argan, Inc.'s (NYSE:AGX) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock? (Simply Wall St.)
Jan-24-22 04:15PM	Argan, Inc. Announces Increase to Share Repurchase Program (Business Wire)
Dec-28-21 12:38AM	First Trust RBA American Industrial Renaissance ETF Buys Argan Inc, Great Lakes Dredge & ... (GuruFocus.com)
Dec-27-21 11:38PM	Advisors' Inner Circle Fund III Buys Hypera SA, MiX Telematics, Rocky Brands Inc, Sells Elanco ... (GuruFocus.com)
Dec-25-21 12:38PM	Usgi Gold And Precious Metals Fund Buys Fortuna Silver Mines Inc, Petropavlovsk PLC, Vox ... (GuruFocus.com)
Dec-15-21 10:30AM	Bearish: Analysts Just Cut Their Argan, Inc. (NYSE:AGX) Revenue and EPS estimates (Simply Wall St.)
Dec-14-21 04:15PM	Argan, Inc. Declares Regular Quarterly Dividend of $0.25 Per Share (Business Wire)

Argan, Inc. is a construction company, which engages in the operations of its wholly owned subsidiaries. It operates through the following business segments: Power Industry Services, Telecommunications Infrastructure Services, and Industrial Fabrication and Field Services. The Power Industry Services segment includes engineering, procurement, construction, commissioning, maintenance, project development, and technical consulting services to the power generation market. The Telecommunications Infrastructure Services segment offers project management, construction, installation, and maintenance services. The Industrial Fabrication and Field Services segment provides primarily on-site services that support new plant construction and additions, maintenance turnarounds, shutdowns, and emergency mobilizations for industrial plants. It also operates through the United States, Republic of Ireland, United Kingdom, and Other geographical segments. The company was founded by Rainer H. Bosselmann in May 1961 and is headquartered in Rockville, MD.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Koilpillai Mano S	Former Director	Jul 30 '24	Sale	76.92	2,633	202,530	4,975	Jul 31 05:37 PM
Griffin William F Jr	GEMMA, NON-EXECUTIVE CHAIRMAN	Jul 31 '24	Sale	79.66	13,115	1,044,741	157,604	Jul 31 05:37 PM
Griffin William F Jr	GEMMA, NON-EXECUTIVE CHAIRMAN	Jul 30 '24	Sale	77.14	5,000	385,700	170,719	Jul 31 05:37 PM
Griffin William F Jr	GEMMA, NON-EXECUTIVE CHAIRMAN	Jul 29 '24	Sale	78.31	1,885	147,614	175,719	Jul 31 05:37 PM
Koilpillai Mano S	Director	Jul 30 '24	Proposed Sale	76.92	2,633	202,543		Jul 30 01:38 PM
Getsinger Peter W	Director	Jul 24 '24	Sale	78.36	1,405	110,096	13,000	Jul 26 04:05 PM
Watson David Hibbert	PRESIDENT AND CEO	Jul 24 '24	Sale	77.79	15,134	1,177,274	44,348	Jul 26 04:05 PM
Getsinger Peter W	Director	Jul 19 '24	Option Exercise	30.44	2,405	73,208	14,405	Jul 23 06:01 PM
BOSSELMANN RAINER H	Director	Jul 10 '24	Sale	69.23	17,000	1,176,910	247,719	Jul 11 09:22 AM
BOSSELMANN RAINER H	Director	Jul 05 '24	Option Exercise	34.37	51,197	1,759,507	298,916	Jul 09 05:07 PM
BOSSELMANN RAINER H	Director	Jul 08 '24	Sale	71.52	25,000	1,788,000	273,916	Jul 09 05:07 PM
BOSSELMANN RAINER H	Director	Jul 09 '24	Sale	71.31	9,197	655,838	264,719	Jul 09 05:07 PM
Leimkuhler William F.	Director	Jun 14 '24	Option Exercise	31.82	5,852	186,211	45,852	Jun 18 09:15 AM
Flanders Cynthia	Director	Jun 17 '24	Option Exercise	31.82	5,832	185,574	22,332	Jun 17 05:21 PM
QUINN JAMES W	Director	Jun 14 '24	Option Exercise	31.82	5,852	186,211	80,422	Jun 17 05:13 PM
Deily Richard H	CHIEF FINANCIAL OFFICER, SVP	Jun 14 '24	Option Exercise	64.25	815	52,364	9,000	Jun 17 04:05 PM
Watson David Hibbert	PRESIDENT AND CEO	Jun 13 '24	Option Exercise	42.74	15,134	646,788	59,482	Jun 17 04:05 PM
BOSSELMANN RAINER H	Director	Jun 13 '24	Sale	76.85	25,000	1,921,250	272,719	Jun 17 04:05 PM
BOSSELMANN RAINER H	Director	Jun 14 '24	Sale	76.46	20,500	1,567,430	252,219	Jun 17 04:05 PM
BOSSELMANN RAINER H	Director	Jun 17 '24	Sale	77.11	4,500	346,995	247,719	Jun 17 04:05 PM
Jeffrey John Ronald Jr.	Director	Jun 12 '24	Option Exercise	60.05	2,296	137,875	4,698	Jun 13 04:05 PM
Jeffrey John Ronald Jr.	Director	Apr 25 '24	Option Exercise	46.35	2,402	111,333	2,402	Apr 26 06:39 PM
Koilpillai Mano S	Director	Apr 23 '24	Sale	61.79	2,700	166,833	7,608	Apr 25 04:15 PM
MITCHELL W G CHAMPION	Director	Apr 19 '24	Sale	61.48	2,507	154,130	2,500	Apr 23 04:32 PM
Griffin William F Jr	GEMMA, NON-EXECUTIVE CHAIRMAN	Apr 18 '24	Option Exercise	0.00	3,324	0	177,604	Apr 19 05:21 PM
Griffin William F Jr	GEMMA, NON-EXECUTIVE CHAIRMAN	Apr 12 '24	Sale	59.99	15,000	899,850	14,150	Apr 19 05:21 PM
Koilpillai Mano S	Director	Apr 17 '24	Option Exercise	0.00	10,128	0	10,308	Apr 19 05:09 PM
MITCHELL W G CHAMPION	Director	Apr 17 '24	Option Exercise	42.91	5,007	214,850	18,340	Apr 19 04:24 PM
MITCHELL W G CHAMPION	Director	Apr 17 '24	Sale	60.17	13,143	790,814	5,197	Apr 19 04:24 PM
MITCHELL W G CHAMPION	Director	Apr 18 '24	Sale	60.35	190	11,466	5,007	Apr 19 04:24 PM
Deily Richard H	CHIEF FINANCIAL OFFICER, SVP	Apr 19 '24	Sale	61.15	6,256	382,554	8,185	Apr 19 04:15 PM
Collins Charles Edwin IV	CHIEF EXECUTIVE OFFICER, GEMMA	Apr 18 '24	Option Exercise	0.00	2,734	0	12,324	Apr 18 06:59 PM
Collins Charles Edwin IV	CHIEF EXECUTIVE OFFICER, GEMMA	Apr 17 '24	Option Exercise	0.00	1,744	0	9,590	Apr 18 06:59 PM
Collins Charles Edwin IV	CHIEF EXECUTIVE OFFICER, GEMMA	Apr 16 '24	Option Exercise	0.00	964	0	7,846	Apr 18 06:59 PM
Deily Richard H	CHIEF FINANCIAL OFFICER, SVP	Apr 16 '24	Option Exercise	31.53	6,937	218,709	13,775	Apr 18 05:42 PM
Deily Richard H	CHIEF FINANCIAL OFFICER, SVP	Apr 18 '24	Option Exercise	0.00	666	0	14,441	Apr 18 05:42 PM
Watson David Hibbert	PRESIDENT AND CEO	Apr 17 '24	Option Exercise	29.36	7,620	223,697	42,419	Apr 18 05:40 PM
Watson David Hibbert	PRESIDENT AND CEO	Apr 18 '24	Option Exercise	0.00	1,929	0	44,348	Apr 18 05:40 PM
Watson David Hibbert	PRESIDENT AND CEO	Apr 16 '24	Option Exercise	0.00	1,975	0	34,799	Apr 18 05:40 PM
BOSSELMANN RAINER H	Director	Apr 18 '24	Option Exercise	0.00	2,678	0	306,219	Apr 18 05:39 PM
BOSSELMANN RAINER H	Director	Apr 16 '24	Option Exercise	0.00	2,740	0	303,541	Apr 18 05:39 PM
Flanders Cynthia	Director	Oct 05 '23	Buy	26.88	7,000	188,160	22,000	Oct 12 06:04 PM
Flanders Cynthia	Director	Oct 12 '23	Buy	46.53	1,500	69,795	16,500	Oct 12 06:04 PM
Flanders Cynthia	Director	Oct 05 '23	Sale	46.00	7,000	322,000	15,000	Oct 12 06:04 PM
Watson David Hibbert	PRESIDENT AND CEO	Oct 09 '23	Option Exercise	33.81	5,000	169,050	32,824	Oct 11 04:15 PM
Deily Richard H	CHIEF FINANCIAL OFFICER, SVP	Sep 13 '23	Option Exercise	0.00	2,220	0	6,838	Sep 28 04:15 PM

Open in Screener

PAYC

Paycom Software Inc

Sep 06 • 04:00PM ET

154.91

Dollar change -1.31
Percentage change -0.84	%

Technology • Software - Application • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

PAYC Paycom Software Inc daily Stock Chart

Held by: VTI VB VOO RSP VBK SPY IVV SPGP XLI FDN

Index	S&P 500	P/E	18.68	EPS (ttm)	8.29	Insider Own	12.29%	Shs Outstand	56.53M	Perf Week	-5.28%
Market Cap	8.90B	Forward P/E	17.77	EPS next Y	8.72	Insider Trans	-4.27%	Shs Float	50.37M	Perf Month	1.42%
Income	472.13M	PEG	2.48	EPS next Q	1.61	Inst Own	83.08%	Short Float	4.67%	Perf Quarter	6.65%
Sales	1.78B	P/S	5.00	EPS this Y	0.29%	Inst Trans	1.88%	Short Ratio	2.79	Perf Half Y	-14.73%
Book/sh	25.41	P/B	6.10	EPS next Y	12.16%	ROA	11.43%	Short Interest	2.35M	Perf Year	-47.15%
Cash/sh	6.03	P/C	25.68	EPS next 5Y	7.54%	ROE	33.33%	52W Range	139.50 - 294.52	Perf YTD	-25.06%
Dividend Est.	0.50 (0.32%)	P/FCF	28.58	EPS past 5Y	20.26%	ROI	33.10%	52W High	-47.40%	Beta	1.18
Dividend TTM	1.50 (0.97%)	Quick Ratio	1.07	Sales past 5Y	24.64%	Gross Margin	73.99%	52W Low	11.05%	ATR (14)	4.25
Dividend Ex-Date	Aug 26, 2024	Current Ratio	1.08	EPS Y/Y TTM	52.15%	Oper. Margin	32.87%	RSI (14)	41.12	Volatility	2.53% 2.33%
Employees	7308	Debt/Eq	0.00	Sales Y/Y TTM	14.17%	Profit Margin	26.55%	Recom	2.78	Target Price	179.85
Option/Short	Yes / Yes	LT Debt/Eq	0.00	EPS Q/Q	7.70%	Payout	19.14%	Rel Volume	1.15	Prev Close	156.22
Sales Surprise	0.15%	EPS Surprise	0.11%	Sales Q/Q	9.07%	Earnings	Jul 31 AMC	Avg Volume	843.61K	Price	154.91
SMA20	-3.14%	SMA50	-0.79%	SMA200	-12.50%	Trades		Volume	972,921	Change	-0.84%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-06-24	Initiated	BTIG Research	Neutral
Jan-05-24	Downgrade	Jefferies	Buy → Hold	$195
Nov-07-23	Initiated	UBS	Buy	$235
Nov-02-23	Downgrade	BofA Securities	Buy → Neutral	$330 → $185
Nov-01-23	Downgrade	William Blair	Outperform → Mkt Perform
Nov-01-23	Downgrade	TD Cowen	Outperform → Market Perform	$331 → $202
Nov-01-23	Downgrade	Stifel	Buy → Hold	$400 → $160
Nov-01-23	Downgrade	Piper Sandler	Overweight → Neutral	$399 → $185
Nov-01-23	Downgrade	Oppenheimer	Outperform → Perform
Nov-01-23	Downgrade	Needham	Buy → Hold
Nov-01-23	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Nov-01-23	Downgrade	Deutsche Bank	Buy → Hold	$400 → $175
Nov-01-23	Downgrade	Citigroup	Buy → Neutral	$360 → $189
Oct-26-23	Initiated	BofA Securities	Buy	$330
Jun-28-23	Initiated	William Blair	Outperform
Mar-30-23	Upgrade	DA Davidson	Neutral → Buy	$350
Jan-09-23	Initiated	MoffettNathanson	Underperform	$310
Sep-01-22	Initiated	Citigroup	Buy	$457
Jul-25-22	Downgrade	DA Davidson	Buy → Neutral
Jun-23-22	Resumed	KeyBanc Capital Markets	Overweight	$400 → $340

Show Previous Ratings

Aug-30-24 11:31AM	Paycom (PAYC) Down 2.3% Since Last Earnings Report: Can It Rebound? (Zacks)
Aug-28-24 06:45AM	2 Tech Stocks Down 70% Ready for a Comeback (Motley Fool)
Aug-27-24 09:15AM	Paycoms GONE named Top HR Product of 2024 (Business Wire)
Aug-21-24 08:26AM	Paycom (PAYC) Dips 23% YTD: What Should Investors Do Now? (Zacks)
Aug-15-24 03:00PM	Nvidia, Philip Morris International And 2 Other Stocks Insiders Are Selling (Benzinga)
02:00PM	Loading…
Aug-01-24 02:00PM	Analyst Report: Paycom Software, Inc. (Morningstar Research)
08:16AM	Q2 2024 Paycom Software Inc Earnings Call (Thomson Reuters StreetEvents)
08:02AM	Paycom (PAYC) Q2 Earnings and Revenues Surpass Estimates (Zacks)
12:00AM	Paycom Software (PAYC) Q2 2024 Earnings Call Transcript (Motley Fool)
Jul-31-24 05:20PM	Paycom Software (PAYC) Beats Q2 Earnings and Revenue Estimates (Zacks)
04:41PM	Paycom (NYSE:PAYC) Posts Q2 Sales In Line With Estimates (StockStory)
04:22PM	Paycom: Q2 Earnings Snapshot (Associated Press Finance)
04:06PM	Paycom increases and extends stock repurchase plan (Business Wire)
04:05PM	Paycom Software, Inc. Reports Second Quarter 2024 Results (Business Wire)
12:00PM	Oklahoma Sports Hall of Fame and Jim Thorpe Association Proudly Reveal the Paycom Jim Thorpe Award 2024 Preseason Watch List (Business Wire)
09:51AM	Loading…
09:51AM	Do Options Traders Know Something About Paycom Software (PAYC) Stock We Don't? (Zacks)
Jul-30-24 03:05AM	Paycom Earnings: What To Look For From PAYC (StockStory)
Jul-29-24 05:00PM	Paycom Announces Quarterly Cash Dividend (Business Wire)
Jul-28-24 04:53AM	Should You Hold Paycom Software (PAYC) For the Long Term? (Insider Monkey)
04:09AM	Here's Why Workday (WDAY) Sold Off More Than 15% in Q2 (Insider Monkey)
Jul-26-24 10:23AM	Is a Beat in Store for Paycom (PAYC) This Earnings Season? (Zacks)
Jul-25-24 06:15AM	3 Stocks That Can Help You to Get Richer in 2024 and Beyond (Motley Fool)
Jul-24-24 10:15AM	3 Stocks to Buy Even While Insiders Are Selling: July 2024 (InvestorPlace)
10:01AM	Paycom Software (PAYC) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Jul-18-24 09:15AM	Archana Vemulapalli appointed to Paycoms Board of Directors (Business Wire)
Jul-17-24 04:15PM	BetterInvesting Magazine Update on Paycom Software Inc. and Lamb Weston Holdings Inc. (PR Newswire)
Jul-16-24 05:12AM	2 Growth Stocks Down 45% and 73% to Buy on the Dip, According to Wall Street (Motley Fool)
Jul-15-24 05:16PM	S&P 500 Gains and Losses Today: Oil and Gas Stocks Power Up, Renewables Lose Steam (Investopedia) +5.17%
Jul-13-24 04:41AM	2 Unloved Stocks to Buy Right Now (Motley Fool)
Jul-12-24 09:55AM	Does Paycom (PAYC) Have the Potential to Rally 25.01% as Wall Street Analysts Expect? (Zacks)
08:34AM	Loading…
08:34AM	Paycom Software (PAYC) Slipped in Q2 on Multiple Factors (Insider Monkey)
Jul-11-24 04:05PM	Paycom Named Among Best Companies of 2024 by TIME (Business Wire)
03:30PM	7 Solid Growth Stocks to Buy and Hold for the Next Decade (InvestorPlace)
07:00AM	The 3 Most Undervalued Software Stocks to Buy in July 2024 (InvestorPlace)
Jul-10-24 04:05PM	Paycom Software, Inc. Announces Second Quarter 2024 Earnings Release Date and Conference Call (Business Wire)
06:10AM	Bull of the Day: Paycom Software (PAYC) (Zacks)
Jul-08-24 12:10PM	Will Paycom (PAYC) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jul-05-24 09:35AM	Here's Why Paycom (PAYC) is a Promising Portfolio Pick Now (Zacks)
Jun-21-24 07:40AM	History Says the Stock Market Will Soar: 2 Magnificent Growth Stocks to Buy Now for the Bull Market (Motley Fool)
Jun-19-24 06:16AM	HR Software Stocks Q1 Teardown: Paycom (NYSE:PAYC) Vs The Rest (StockStory)
Jun-17-24 04:05PM	Paycom recognized for Best Career Growth and Best Leadership Teams by Comparably (Business Wire)
Jun-15-24 02:51AM	Insider Sale: Chief Administrative Officer Jason Clark Sells Shares of Paycom Software Inc (PAYC) (GuruFocus.com)
Jun-12-24 01:33PM	3 Stocks to Buy ASAP If You Are Betting on a September Rate Cut (InvestorPlace)
03:32AM	HR Software Stocks Q1 Teardown: Paycom (NYSE:PAYC) Vs The Rest (StockStory)
Jun-11-24 12:55PM	Which Stocks Are Tanking Right Now? 3 Names to Avoid. (InvestorPlace)
09:15AM	Paycom Receives Global Recognition for Automated Time-Off Tool, Client Service Teams (Business Wire)
Jun-06-24 06:19AM	7 Stocks That Could Safely 10X by 2030 (InvestorPlace)
Jun-05-24 06:20AM	1 Beaten-Down Software Stock to Buy on the Dip (Motley Fool)
04:50AM	Is It Time to Buy May's Worst-Performing S&P 500 Stocks? (Motley Fool)
Jun-03-24 01:33PM	3 Oversold Stocks to Buy Right Now While The Gettin' Is Good (InvestorPlace)
08:42AM	Is the Options Market Predicting a Spike in Paycom Software (PAYC) Stock? (Zacks)
May-31-24 05:01PM	S&P 500 Gains and Losses Today: Caesars Entertainment Jumps on News of Icahn Stake (Investopedia) -8.58%
01:10PM	Top Stock Movers Now: Dell, Gap, VF Corp., and More (Investopedia)
11:31AM	Why Is Paycom (PAYC) Down 4.7% Since Last Earnings Report? (Zacks)
09:15AM	Paycom Announces Promotions of Randy Peck to COO, Jennifer Kraszewski to CHRO and Matt Paque to CLO (Business Wire)
May-21-24 04:05PM	Paycom to Present at the Baird Global Consumer, Technology & Services Conference (Business Wire)
May-20-24 05:30AM	Musk Effect Drives Spread of Supersize CEO Pay Packages (The Wall Street Journal)
May-17-24 06:15AM	Hidden Treasures: 7 Undervalued Tech Stocks to Dig Up Now (InvestorPlace)
May-15-24 09:00AM	Investors Heavily Search Paycom Software, Inc. (PAYC): Here is What You Need to Know (Zacks)
May-10-24 04:07PM	Paycom Software Insider Sold Shares Worth $503,551, According to a Recent SEC Filing (MT Newswires)
May-06-24 09:44AM	Mizuho Securities Cuts Price Target on Paycom Software to $170 From $185, Maintains Neutral Rating (MT Newswires)
06:14AM	Jefferies Adjusts Price Target on Paycom Software to $170 From $195, Keeps Hold Rating (MT Newswires)
May-02-24 03:23PM	Analyst Report: Paycom Software, Inc. (Morningstar Research) -10.48%
12:58PM	Why Paycom (PAYC) Stock Is Nosediving (StockStory)
12:52PM	Paycom (PAYC) Q1 Earnings and Revenues Surpass Estimates (Zacks)
11:19AM	Paycom Software, Inc. (NYSE:PAYC) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:42AM	Stifel Adjusts Price Target on Paycom Software to $150 From $160 (MT Newswires)
10:36AM	Baird Adjusts Price Target on Paycom Software to $240 From $250 (MT Newswires)
10:29AM	Citigroup Adjusts Price Target on Paycom Software to $193 From $196 (MT Newswires)
10:16AM	BMO Capital Adjusts Price Target on Paycom Software to $190 From $200 (MT Newswires)
09:41AM	Barclays Adjusts Price Target on Paycom Software to $184 From $193 (MT Newswires)
09:09AM	TD Cowen Adjusts Price Target on Paycom Software to $170 From $204 (MT Newswires)
08:59AM	JPMorgan Adjusts Price Target on Paycom Software to $175 From $165 (MT Newswires)
07:15AM	Q1 2024 Paycom Software Inc Earnings Call (Thomson Reuters StreetEvents)
03:43AM	Paycom Software Inc (PAYC) Q1 2024 Earnings Call Transcript Highlights: Robust Growth and ... (GuruFocus.com)
May-01-24 10:30PM	Paycom Software (PAYC) Q1 2024 Earnings Call Transcript (Motley Fool)
08:56PM	PAYC Stock Earnings: Paycom Software Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:33PM	Paycom Software Inc (PAYC) Outperforms Analyst Estimates with Strong Q1 2024 Earnings (GuruFocus.com)
05:14PM	Paycom Q1 Non-GAAP Earnings, Revenue Rise; Q2 Outlook Set, 2024 Guidance Reaffirmed -- Shares Fall After Hours (MT Newswires)
05:04PM	Paycom forecasts Q2 revenue below estimates (Reuters)
04:20PM	Paycom (NYSE:PAYC) Posts Q1 Sales In Line With Estimates But Stock Drops On Weak Q2 Guidance (StockStory)
04:19PM	Paycom: Q1 Earnings Snapshot (Associated Press Finance)
04:06PM	Paycom expands automated payroll with Beti into Ireland (Business Wire)
04:05PM	Paycom Software, Inc. Reports First Quarter 2024 Results (Business Wire)
Apr-30-24 03:07AM	Paycom (PAYC) Q1 Earnings: What To Expect (StockStory)
Apr-29-24 05:00PM	Paycom Announces Quarterly Cash Dividend (Business Wire)
07:53AM	Paycom (PAYC) to Report Q1 Earnings: What's in the Cards? (Zacks)
Apr-19-24 10:34AM	Here are the Reasons to Invest in Paycom Software (PAYC) (Insider Monkey)
Apr-12-24 01:53PM	New AI Bot Predicts These 7 Stocks Will Mint Millionaires (InvestorPlace)
Apr-11-24 09:15AM	Paycom recognized for customer service excellence by Business Intelligence Group (Business Wire)
Apr-10-24 04:05PM	Paycom Software, Inc. Announces First Quarter 2024 Earnings Release Date and Conference Call (Business Wire)
Apr-08-24 04:05PM	Paycom Named Among Most Trustworthy Companies in America by Newsweek (Business Wire)
Apr-04-24 04:05PM	Paycom and Its Employees Give Millions to Nonprofits in 2023 (Business Wire)
Apr-02-24 09:15AM	Paycom Promotes Amy Walker to Lead Sales (Business Wire)
04:28AM	Unpacking Q4 Earnings: Paycom (NYSE:PAYC) In The Context Of Other HR Software Stocks (StockStory)
Apr-01-24 06:00PM	Paycom Software (PAYC) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
09:00AM	Here is What to Know Beyond Why Paycom Software, Inc. (PAYC) is a Trending Stock (Zacks)
Mar-27-24 04:05PM	Paycom Wins 2024 Gallup Exceptional Workplace Award (Business Wire)
Mar-26-24 06:00PM	Paycom Software (PAYC) Declines More Than Market: Some Information for Investors (Zacks)
Mar-21-24 05:16AM	Should You Hold Paycom Software (PAYC)? (Insider Monkey)

Paycom Software, Inc. engages in the provision of cloud-based human capital management software solutions delivered as software-as-a-service. It offers functionality and data analytics that businesses need to manage the complete employment life cycle from recruitment to retirement. The company was founded by Chad R. Richison in 1998 and is headquartered in Oklahoma City, OK.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Richison Chad R.	CEO, President and Chairman	Sep 05 '24	Sale	158.10	1,950	308,293	2,945,708	Sep 06 04:15 PM
Richison Chad R.	CEO, President and Chairman	Sep 05 '24	Sale	158.10	1,950	308,293	3,522,799	Sep 06 04:15 PM
Richison Chad R.	CEO, President and Chairman	Sep 04 '24	Sale	160.35	1,950	312,676	2,947,658	Sep 05 06:03 PM
Richison Chad R.	CEO, President and Chairman	Sep 04 '24	Sale	160.35	1,950	312,676	3,524,749	Sep 05 06:03 PM
Richison Chad R.	CEO, President and Chairman	Sep 03 '24	Sale	161.38	1,950	314,696	2,949,608	Sep 04 04:05 PM
Richison Chad R.	CEO, President and Chairman	Sep 03 '24	Sale	161.38	1,950	314,696	3,526,699	Sep 04 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 30 '24	Sale	162.83	1,950	317,513	2,951,558	Sep 03 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 30 '24	Sale	162.83	1,950	317,513	3,528,649	Sep 03 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 29 '24	Sale	164.13	1,950	320,048	2,953,508	Aug 30 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 29 '24	Sale	164.13	1,950	320,048	3,530,599	Aug 30 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 28 '24	Sale	163.30	1,950	318,430	2,955,458	Aug 29 05:15 PM
Richison Chad R.	CEO, President and Chairman	Aug 28 '24	Sale	163.30	1,950	318,430	3,532,549	Aug 29 05:15 PM
Richison Chad R.	CEO, President and Chairman	Aug 27 '24	Sale	163.12	1,950	318,093	2,957,408	Aug 28 06:19 PM
Richison Chad R.	CEO, President and Chairman	Aug 27 '24	Sale	163.12	1,950	318,093	3,534,499	Aug 28 06:19 PM
Richison Chad R.	CEO, President and Chairman	Aug 26 '24	Sale	164.75	1,950	321,262	2,959,358	Aug 27 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 26 '24	Sale	164.75	1,950	321,262	3,536,449	Aug 27 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 23 '24	Sale	162.27	1,950	316,430	2,961,308	Aug 26 05:17 PM
Richison Chad R.	CEO, President and Chairman	Aug 23 '24	Sale	162.27	1,950	316,430	3,538,399	Aug 26 05:17 PM
Richison Chad R.	CEO, President and Chairman	Aug 22 '24	Sale	159.97	1,950	311,950	2,963,258	Aug 23 04:07 PM
Richison Chad R.	CEO, President and Chairman	Aug 22 '24	Sale	159.97	1,950	311,950	3,540,349	Aug 23 04:07 PM
Richison Chad R.	CEO, President and Chairman	Aug 21 '24	Sale	159.80	1,950	311,605	2,965,208	Aug 22 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 21 '24	Sale	159.80	1,950	311,605	3,542,299	Aug 22 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 20 '24	Sale	158.00	1,950	308,092	2,967,158	Aug 21 04:19 PM
Richison Chad R.	CEO, President and Chairman	Aug 20 '24	Sale	158.00	1,950	308,092	3,544,249	Aug 21 04:19 PM
Richison Chad R.	CEO, President and Chairman	Aug 19 '24	Sale	159.79	1,950	311,582	2,969,108	Aug 20 06:00 PM
Richison Chad R.	CEO, President and Chairman	Aug 19 '24	Sale	159.79	1,950	311,582	3,546,199	Aug 20 06:00 PM
Richison Chad R.	CEO, President and Chairman	Aug 16 '24	Sale	159.38	1,950	310,785	2,971,058	Aug 19 06:54 PM
Richison Chad R.	CEO, President and Chairman	Aug 16 '24	Sale	159.38	1,950	310,785	3,548,149	Aug 19 06:54 PM
Chad Richison	President and Chairman	Aug 19 '24	Proposed Sale	160.00	120,900	19,344,000		Aug 19 04:37 PM
Ernest Group, Inc.	Affiliate	Aug 19 '24	Proposed Sale	160.00	120,900	19,344,000		Aug 19 04:35 PM
Richison Chad R.	CEO, President and Chairman	Aug 15 '24	Sale	158.66	1,950	309,379	2,973,008	Aug 16 05:26 PM
Richison Chad R.	CEO, President and Chairman	Aug 15 '24	Sale	158.66	1,950	309,379	3,550,099	Aug 16 05:26 PM
Richison Chad R.	CEO, President and Chairman	Aug 14 '24	Sale	155.49	1,950	303,197	2,974,958	Aug 15 04:57 PM
Richison Chad R.	CEO, President and Chairman	Aug 14 '24	Sale	155.49	1,950	303,197	3,552,049	Aug 15 04:57 PM
Boelte Craig E.	Chief Financial Officer	Aug 12 '24	Sale	155.98	11,882	1,853,354	294,849	Aug 14 05:54 PM
Richison Chad R.	CEO, President and Chairman	Aug 13 '24	Sale	156.21	1,950	304,615	2,976,908	Aug 14 05:37 PM
Richison Chad R.	CEO, President and Chairman	Aug 13 '24	Sale	156.21	1,950	304,615	3,553,999	Aug 14 05:37 PM
Richison Chad R.	CEO, President and Chairman	Aug 12 '24	Sale	155.63	1,950	303,469	2,978,858	Aug 13 06:13 PM
Richison Chad R.	CEO, President and Chairman	Aug 12 '24	Sale	155.63	1,950	303,469	3,555,949	Aug 13 06:13 PM
Richison Chad R.	CEO, President and Chairman	Aug 09 '24	Sale	158.27	1,950	308,628	2,980,808	Aug 12 04:43 PM
Richison Chad R.	CEO, President and Chairman	Aug 09 '24	Sale	158.27	1,950	308,628	3,557,899	Aug 12 04:43 PM
Craig Boelte	Affiliate	Aug 12 '24	Proposed Sale	158.04	11,882	1,877,831		Aug 12 04:11 PM
Richison Chad R.	CEO, President and Chairman	Aug 08 '24	Sale	157.99	1,950	308,085	2,982,758	Aug 09 05:07 PM
Richison Chad R.	CEO, President and Chairman	Aug 08 '24	Sale	157.99	1,950	308,085	3,559,849	Aug 09 05:07 PM
Smith Bradley Scott	Chief Information Officer	Aug 08 '24	Sale	157.62	1,524	240,205	14,769	Aug 08 06:06 PM
Bradley Scott Smith Revocable	Affiliate	Aug 08 '24	Proposed Sale	152.74	1,524	232,776		Aug 08 04:11 PM
Richison Chad R.	CEO, President and Chairman	Aug 07 '24	Sale	158.31	1,950	308,700	2,984,708	Aug 08 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 07 '24	Sale	158.31	1,950	308,700	3,561,799	Aug 08 04:05 PM
Richison Chad R.	CEO, President and Chairman	Aug 06 '24	Sale	160.58	1,950	313,136	2,986,658	Aug 07 05:00 PM
Richison Chad R.	CEO, President and Chairman	Aug 06 '24	Sale	160.58	1,950	313,136	3,563,749	Aug 07 05:00 PM
Richison Chad R.	CEO, President and Chairman	Aug 05 '24	Sale	160.44	1,950	312,860	2,988,608	Aug 06 06:09 PM
Richison Chad R.	CEO, President and Chairman	Aug 05 '24	Sale	160.44	1,950	312,860	3,565,699	Aug 06 06:09 PM
Richison Chad R.	CEO, President and Chairman	Aug 02 '24	Sale	163.71	1,950	319,231	2,990,558	Aug 05 06:08 PM
Richison Chad R.	CEO, President and Chairman	Aug 02 '24	Sale	163.71	1,950	319,231	3,567,649	Aug 05 06:08 PM
Thomas Christopher Gene	Officer	Aug 05 '24	Proposed Sale	156.29	5,877	918,543		Aug 05 11:03 AM
Richison Chad R.	CEO, President and Chairman	Aug 01 '24	Sale	169.40	1,950	330,322	3,569,599	Aug 02 05:07 PM
Richison Chad R.	CEO, President and Chairman	Aug 01 '24	Sale	169.39	1,950	330,318	2,992,508	Aug 02 05:07 PM
Richison Chad R.	CEO, President and Chairman	Jul 31 '24	Sale	167.97	1,950	327,543	2,994,458	Aug 01 04:11 PM
Richison Chad R.	CEO, President and Chairman	Jul 31 '24	Sale	167.97	1,950	327,543	3,571,549	Aug 01 04:11 PM
Richison Chad R.	CEO, President and Chairman	Jul 30 '24	Sale	163.90	1,950	319,596	2,996,408	Jul 31 06:13 PM
Richison Chad R.	CEO, President and Chairman	Jul 30 '24	Sale	163.90	1,950	319,596	3,573,499	Jul 31 06:13 PM
Richison Chad R.	CEO, President and Chairman	Jul 29 '24	Sale	165.55	1,950	322,829	2,998,358	Jul 30 04:49 PM
Richison Chad R.	CEO, President and Chairman	Jul 29 '24	Sale	165.55	1,950	322,829	3,575,449	Jul 30 04:49 PM
Richison Chad R.	CEO, President and Chairman	Jul 26 '24	Sale	163.10	1,950	318,042	3,000,308	Jul 29 07:19 PM
Richison Chad R.	CEO, President and Chairman	Jul 26 '24	Sale	163.10	1,950	318,042	3,577,399	Jul 29 07:19 PM
Richison Chad R.	CEO, President and Chairman	Jul 25 '24	Sale	164.27	1,950	320,324	3,002,258	Jul 26 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 25 '24	Sale	164.27	1,950	320,324	3,579,349	Jul 26 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 24 '24	Sale	160.56	1,950	313,091	3,581,299	Jul 25 06:06 PM
Richison Chad R.	CEO, President and Chairman	Jul 24 '24	Sale	160.56	1,950	313,091	3,004,208	Jul 25 06:06 PM
Richison Chad R.	CEO, President and Chairman	Jul 23 '24	Sale	164.09	1,950	319,979	3,583,249	Jul 24 06:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 23 '24	Sale	164.09	1,950	319,979	3,006,158	Jul 24 06:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 22 '24	Sale	158.27	1,950	308,624	3,585,199	Jul 23 06:11 PM
Richison Chad R.	CEO, President and Chairman	Jul 22 '24	Sale	158.27	1,950	308,624	3,008,108	Jul 23 06:11 PM
Richison Chad R.	CEO, President and Chairman	Jul 19 '24	Sale	155.85	1,950	303,916	3,587,149	Jul 22 08:04 PM
Richison Chad R.	CEO, President and Chairman	Jul 19 '24	Sale	155.85	1,950	303,916	3,010,058	Jul 22 08:04 PM
Richison Chad R.	CEO, President and Chairman	Jul 18 '24	Sale	158.92	1,950	309,903	3,012,008	Jul 19 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 18 '24	Sale	158.92	1,950	309,897	3,589,099	Jul 19 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 17 '24	Sale	160.11	1,950	312,220	3,591,049	Jul 18 06:17 PM
Richison Chad R.	CEO, President and Chairman	Jul 17 '24	Sale	160.11	1,950	312,220	3,013,958	Jul 18 06:17 PM
Richison Chad R.	CEO, President and Chairman	Jul 16 '24	Sale	160.40	1,950	312,786	3,592,999	Jul 17 06:01 PM
Richison Chad R.	CEO, President and Chairman	Jul 16 '24	Sale	160.40	1,950	312,786	3,015,908	Jul 17 06:01 PM
Richison Chad R.	CEO, President and Chairman	Jul 15 '24	Sale	153.86	1,950	300,018	3,594,949	Jul 16 06:23 PM
Richison Chad R.	CEO, President and Chairman	Jul 15 '24	Sale	153.86	1,950	300,018	3,017,858	Jul 16 06:23 PM
Richison Chad R.	CEO, President and Chairman	Jul 12 '24	Sale	148.41	1,950	289,396	3,596,899	Jul 15 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 12 '24	Sale	148.41	1,950	289,396	3,019,808	Jul 15 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 11 '24	Sale	143.10	1,950	279,051	3,598,849	Jul 12 04:14 PM
Richison Chad R.	CEO, President and Chairman	Jul 11 '24	Sale	143.10	1,950	279,051	3,021,758	Jul 12 04:14 PM
Richison Chad R.	CEO, President and Chairman	Jul 10 '24	Sale	140.20	1,950	273,390	3,600,799	Jul 11 07:06 PM
Richison Chad R.	CEO, President and Chairman	Jul 10 '24	Sale	140.20	1,950	273,390	3,023,708	Jul 11 07:06 PM
Richison Chad R.	CEO, President and Chairman	Jul 09 '24	Sale	140.19	1,950	273,370	3,602,749	Jul 10 05:43 PM
Richison Chad R.	CEO, President and Chairman	Jul 09 '24	Sale	140.19	1,950	273,370	3,025,658	Jul 10 05:43 PM
Richison Chad R.	CEO, President and Chairman	Jul 08 '24	Sale	140.79	1,950	274,546	3,604,699	Jul 09 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 08 '24	Sale	140.79	1,950	274,546	3,027,608	Jul 09 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 05 '24	Sale	141.61	1,950	276,148	3,606,649	Jul 08 05:11 PM
Richison Chad R.	CEO, President and Chairman	Jul 05 '24	Sale	141.61	1,950	276,148	3,029,558	Jul 08 05:11 PM
Richison Chad R.	CEO, President and Chairman	Jul 03 '24	Sale	143.30	1,950	279,444	3,608,599	Jul 05 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 03 '24	Sale	143.30	1,950	279,444	3,031,508	Jul 05 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 02 '24	Sale	141.34	1,950	275,622	3,610,549	Jul 03 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 02 '24	Sale	141.34	1,950	275,622	3,033,458	Jul 03 04:05 PM
Richison Chad R.	CEO, President and Chairman	Jul 01 '24	Sale	142.43	1,950	277,745	3,612,499	Jul 02 04:05 PM

Open in Screener

S

SentinelOne Inc

Sep 06 • 04:00PM ET

22.01

Dollar change -0.83
Percentage change -3.63	%

Technology • Software - Infrastructure • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VB CIBR VXF VBK VGT HACK IHAK BUG SCHA

Index	-	P/E	-	EPS (ttm)	-0.92	Insider Own	15.76%	Shs Outstand	269.78M	Perf Week	-9.27%
Market Cap	6.98B	Forward P/E	107.74	EPS next Y	0.20	Insider Trans	-2.78%	Shs Float	267.23M	Perf Month	7.05%
Income	-281.57M	PEG	-	EPS next Q	0.01	Inst Own	65.85%	Short Float	3.91%	Perf Quarter	27.67%
Sales	723.63M	P/S	9.65	EPS this Y	111.90%	Inst Trans	10.72%	Short Ratio	1.85	Perf Half Y	-18.90%
Book/sh	5.17	P/B	4.26	EPS next Y	512.87%	ROA	-12.37%	Short Interest	10.45M	Perf Year	27.01%
Cash/sh	2.43	P/C	9.05	EPS next 5Y	40.20%	ROE	-17.47%	52W Range	14.33 - 30.76	Perf YTD	-19.79%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-43.89%	ROI	-17.07%	52W High	-28.45%	Beta	0.67
Dividend TTM	-	Quick Ratio	1.64	Sales past 5Y	93.40%	Gross Margin	73.05%	52W Low	53.59%	ATR (14)	1.09
Dividend Ex-Date	Mar 02, 2005	Current Ratio	1.64	EPS Y/Y TTM	32.03%	Oper. Margin	-44.25%	RSI (14)	41.72	Volatility	5.11% 4.29%
Employees	2300	Debt/Eq	0.01	Sales Y/Y TTM	38.04%	Profit Margin	-38.91%	Recom	1.70	Target Price	28.71
Option/Short	Yes / Yes	LT Debt/Eq	0.01	EPS Q/Q	27.54%	Payout	-	Rel Volume	0.69	Prev Close	22.84
Sales Surprise	0.82%	EPS Surprise	422.58%	Sales Q/Q	33.14%	Earnings	Aug 27 AMC	Avg Volume	5.66M	Price	22.01
SMA20	-6.07%	SMA50	-0.67%	SMA200	-4.30%	Trades		Volume	3,880,908	Change	-3.63%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-26-24	Reiterated	Needham	Buy	$25 → $29
Aug-22-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$19 → $29
Jul-15-24	Initiated	Robert W. Baird	Outperform	$25
Jun-04-24	Upgrade	Canaccord Genuity	Hold → Buy	$28 → $23
Mar-12-24	Reiterated	Needham	Buy	$28 → $31
Feb-14-24	Upgrade	BofA Securities	Neutral → Buy	$26.50 → $35
Jan-22-24	Upgrade	BTIG Research	Neutral → Buy	$30
Jan-18-24	Initiated	Bernstein	Outperform	$34
Dec-15-23	Initiated	Susquehanna	Positive	$35
Dec-06-23	Reiterated	Needham	Buy	$23 → $26
Jun-14-23	Initiated	KeyBanc Capital Markets	Sector Weight
Jun-12-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$15 → $20
Jun-02-23	Downgrade	Stephens	Overweight → Equal-Weight	$22 → $15
Jun-02-23	Downgrade	DA Davidson	Buy → Neutral	$22 → $13.50
Jun-02-23	Downgrade	Canaccord Genuity	Buy → Hold	$20 → $14
Jun-02-23	Downgrade	BTIG Research	Buy → Neutral
May-25-23	Initiated	Raymond James	Strong Buy	$25
Apr-21-23	Initiated	Stephens	Overweight	$22
Feb-21-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$18
Feb-14-23	Initiated	Goldman	Neutral	$17

Show Previous Ratings

Sep-06-24 09:00AM	Steve Wozniak to Headline SentinelOne's OneCon 2024 (Business Wire)
Sep-05-24 09:00AM	SentinelOne Named a Finalist for Four Key 2024 SC Media Awards, Including Best Security Company, Best Emerging Technology, Best Endpoint Security and Best Cloud Security (Business Wire)
04:15AM	1 Growth Stock Down 69% to Buy Right Now (Motley Fool)
Sep-04-24 09:50AM	Why SentinelOne (S) is a Top Momentum Stock for the Long-Term (Zacks)
Sep-02-24 07:55AM	Should You Buy SentinelOne Stock Instead of CrowdStrike? (Motley Fool)
05:12AM	Loading…
05:12AM	SentinelOne's Revenue Soars After the CrowdStrike Outage. Is Now a Golden Opportunity to Buy the Stock? (Motley Fool)
Sep-01-24 07:30AM	Up 45% Since June, Buy This Tech Stock Before It Skyrockets Following Its Beat-and-Raise Report (Motley Fool)
Aug-31-24 04:57AM	1 Unstoppable AI Stock Down 68% to Buy Hand Over Fist (Motley Fool)
Aug-28-24 07:17PM	Analysts reboot SentinelOne stock price targets after earnings (TheStreet)
01:04PM	SentinelOne CEO on CrowdStrike outage: We will never deploy a fleet-wide update (CNBC TV)
12:41PM	SentinelOne will be a 'show-me' story as it seeks market share (Yahoo Finance Video)
11:43AM	Analyst Report: SentinelOne, Inc. (Morningstar Research)
08:15AM	Q2 2025 SentinelOne Inc Earnings Call (Thomson Reuters StreetEvents)
08:01AM	CrowdStrike Stock: Is 'Kitchen Sink' Guidance Cut Coming Amid Crisis? (Investor's Business Daily)
08:00AM	SentinelOne Earnings Beat. Future Boost From CrowdStrike Outage Unclear. (Investor's Business Daily)
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Aug-27-24 09:57PM	Analyst Report: SentinelOne, Inc. (Morningstar Research)
09:30PM	SentinelOne (S) Q2 2025 Earnings Call Transcript (Motley Fool)
06:10PM	Nordstrom, SentinelOne, Box: After-Hours Movers (Yahoo Finance Video)
05:52PM	SentinelOne Earnings Beat As Guidance Meets Expectations (Investor's Business Daily)
05:41PM	SentinelOne raises annual revenue forecast, indicates robust client spending (Reuters)
05:25PM	SentinelOne (S) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
05:23PM	CrowdStrike outlook appears 'absolutely solid' despite outage (Yahoo Finance Video)
04:19PM	SentinelOne (NYSE:S) Reports Q2 In Line With Expectations (StockStory)
04:19PM	SentinelOne: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:10PM	SentinelOne Announces Second Quarter Fiscal Year 2025 Financial Results (Business Wire)
03:01PM	Earnings Exchange: Box, SentinelOne, (CNBC TV)
09:30AM	Wall Street Bulls Look Optimistic About SentinelOne (S): Should You Buy? (Zacks)
Aug-26-24 05:12AM	GitLab (GTLB) Fell Despite Raising Full-Year Revenue And Earnings Guidance (Insider Monkey)
04:59AM	Will SentinelOne (S) be Able to Grow its Revenue by 25%? (Insider Monkey)
03:02AM	SentinelOne (S) Q2 Earnings Report Preview: What To Look For (StockStory)
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Aug-23-24 11:35AM	SentinelOne (S) to Report Q2 Earnings: To Buy or Not to Buy? (Zacks)
Aug-22-24 09:38AM	TJX downgraded, Crocs upgraded: Wall Street's top analyst calls (The Fly)
09:00AM	SentinelOne Celebrates Excellence in Cybersecurity at 2024 APJ Partner Awards (Business Wire)
Aug-21-24 02:59PM	SentinelOne Stock Earns RS Rating Upgrade To 81 (Investor's Business Daily)
Aug-20-24 06:00PM	SentinelOne (S) Rises As Market Takes a Dip: Key Facts (Zacks)
11:54AM	Palo Alto Networks Jumps as Analysts Up Price Targets on AI Gains, 'Platformization' (Investopedia)
05:17AM	Warren Buffett Just Dumped Half of His Apple Stock. 3 AI Stocks That Are Likely Better Investments (Motley Fool)
Aug-15-24 08:27AM	SentinelOne (S) Down 17% YTD: Should You Buy or Stay Away? (Zacks)
Aug-14-24 06:00PM	Why SentinelOne (S) Outpaced the Stock Market Today (Zacks)
Aug-08-24 04:10PM	SentinelOne Announces Date of Fiscal Second Quarter 2025 Financial Results Conference Call, Participation in Upcoming Investor Conference, and Investor Technology Session at OneCon (Business Wire)
09:00AM	SentinelOne Delivers Leading Cyber Threat Protection for SMBs (Business Wire)
08:30AM	SentinelOne Forges Security Alliance with Google Cloud to Revolutionize AI-Powered Cyber Defense (Business Wire)
Aug-07-24 09:00AM	SentinelOne and Intezer Team to Simplify Reverse Engineering of Rust Malware (Business Wire)
Aug-06-24 06:00PM	SentinelOne (S) Exceeds Market Returns: Some Facts to Consider (Zacks)
09:00AM	SentinelOne Launches Singularity MDR (Business Wire)
05:44AM	3 Top Artificial Intelligence (AI) Stocks Ready for a Bull Run (Motley Fool)
Aug-05-24 09:00AM	SentinelOne Continues to Redefine End-to-End Security with Singularity Platform (Business Wire)
Aug-03-24 05:00PM	2 Beaten-Down Artificial Intelligence (AI) Stocks to Buy Hand Over Fist (Motley Fool)
Aug-02-24 09:43AM	3 Cybersecurity Stocks to Sell Before You Regret It (InvestorPlace)
06:56AM	Q3s Rising Stars 3 AI Stocks for Your Must-Watch List (InvestorPlace)
03:45AM	Is SentinelOne Stock a Buy After Rival CrowdStrike Caused a Global Tech Outage? (Motley Fool)
Aug-01-24 09:00AM	SentinelOne Names Alex Stamos Chief Information Security Officer (Business Wire) -5.55%
05:08AM	Better Cybersecurity Stock: CrowdStrike vs. SentinelOne (Motley Fool)
Jul-31-24 06:11AM	The Bright Side of the CrowdStrike Outage: 3 Stocks That Stand to Gain (InvestorPlace)
Jul-30-24 02:59PM	Heard on the Street: CrowdStrikes Aftermath Brings More Uncertainty (The Wall Street Journal)
06:15AM	3 Stocks That Could See Increased Demand Thanks to the CrowdStrike Outage (InvestorPlace)
Jul-27-24 06:27PM	Could SentinelOne Stock Help You Become a Millionaire? (Motley Fool)
09:00AM	7 Risk-On Stocks to Buy as Rate Cut Fervor Intensifies (InvestorPlace)
Jul-26-24 06:00PM	SentinelOne (S) Stock Sinks As Market Gains: Here's Why (Zacks)
04:45AM	Is It Time to Buy SentinelOne Stock After CrowdStrike's Misstep? (Motley Fool)
Jul-25-24 06:15PM	Here's Why SentinelOne (S) Fell More Than Broader Market (Zacks)
05:10PM	These Cybersecurity Stocks Could Gain From Fallout After CrowdStrike Outage, Analysts Say (Investopedia)
09:00AM	SentinelOne Powers Broadest Insurance Ecosystem in the Market (Business Wire)
Jul-24-24 06:16AM	Forget CrowdStrike: 3 Cybersecurity Stocks to Buy Instead (Motley Fool)
Jul-23-24 02:45PM	SentinelOne Stock Earns RS Rating Upgrade (Investor's Business Daily) +5.39%
Jul-22-24 04:11PM	CrowdStrike Stock Pummeled Again Amid IT Outage As Analysts Mull Consequences (Investor's Business Daily) +6.72%
01:12PM	Why SentinelOne Stock Surged Today (Motley Fool)
12:14PM	CrowdStrike's misstep: SentinelOne and Palo Alto Networks gain ground (Investing.com)
11:27AM	SentinelOne (S) Surges 7.9%: Is This an Indication of Further Gains? (Zacks)
11:24AM	Heard on the Street: CrowdStrike Faces a Long Road Back (The Wall Street Journal)
08:54AM	CrowdStrike Falls Further While Rivals Extend Gains After Outage (Investopedia)
08:11AM	CrowdStrike IT Outage: Microsoft Estimates Impact At 1% Of 'Windows Machines' (Investor's Business Daily)
07:39AM	5 Things to Know Before the Stock Market Opens (Investopedia)
Jul-19-24 04:13PM	Heard on the Street: CrowdStrike May Get More Than a Slap (The Wall Street Journal) +7.85%
04:06PM	CrowdStrike Plunges Amid IT Outage As Financial Consequences Loom (Investor's Business Daily)
11:17AM	Why SentinelOne (S) Stock Is Up Today (StockStory)
10:26AM	CrowdStrike Stock Drops After Outage Hits Companies Globally (The Wall Street Journal)
10:20AM	CrowdStrike Plunges, Rivals SentinelOne, Palo Alto Gain Amid IT Outage (Investor's Business Daily)
10:00AM	SentinelOne Has Potential for High Long-Term Alpha (GuruFocus.com)
08:36AM	CrowdStrike Plunges, Rivals Jump, as Update 'Defect' Causes Microsoft Outage (Investopedia)
Jul-18-24 10:07AM	SentinelOne (S) Up 16% in a Month: How Should You Play the Stock? (Zacks)
08:00AM	Tech Bull Market: 1 No-Brainer Stock to Buy Hand Over Fist, and 1 to Sell (Motley Fool)
Jul-16-24 06:15PM	SentinelOne (S) Outperforms Broader Market: What You Need to Know (Zacks)
09:00AM	SentinelOne Transforms Cloud Security in Europe with Singularity Cloud Native Security (Business Wire)
09:00AM	SentinelOne Partners with CISA to Enable Government-Wide Cyber Defense (Business Wire)
07:30AM	3 Hidden AI Stocks That Could Outperform Nvidia (InvestorPlace)
Jul-15-24 03:13PM	3 Cybersecurity Stocks to Buy at a 52-Week Low in July (InvestorPlace) +6.78%
11:56AM	SentinelOne (S) Stock Trades Up, Here Is Why (StockStory)
09:39AM	Apple upgraded, Electronic Arts downgraded: Wall Street's top analyst calls (The Fly)
Jul-14-24 12:37PM	Better AI Stock: BigBear.ai vs. SentinelOne (Motley Fool)
Jul-12-24 11:27AM	SentinelOne (S) and Aon Team Up for Advanced Cybersecurity (Zacks)
04:55AM	Aon joins forces with SentinelOne to enhance cyber risk services (Life Insurance International)
Jul-11-24 09:00AM	SentinelOne and Aon Collaborate to Enhance Strategic Cyber Services for Insureds (Business Wire)
09:00AM	Hot Stocks: 3 Unstoppable Growth Machines for Massive Returns (InvestorPlace)
Jul-09-24 10:15AM	Global Cybersecurity Market Size Expected to Reach $298 Billion By 2028 as Cyber Threats Skyrocket (GlobeNewswire)
09:00AM	SentinelOnes Market-Leading CNAPP Racks Up Over 240 G2 Awards (Business Wire)
03:50AM	Cybersecurity Stocks Q1 Earnings: Zscaler (NASDAQ:ZS) Firing on All Cylinders (StockStory)
Jul-08-24 06:15PM	SentinelOne (S) Rises Yet Lags Behind Market: Some Facts Worth Knowing (Zacks)
12:26PM	Qualcomm, Microsoft Lean on AI Hype to Spur PC Market Revival (Bloomberg)
Jul-03-24 05:37AM	Q1 Earnings Outperformers: Varonis (NASDAQ:VRNS) And The Rest Of The Cybersecurity Stocks (StockStory)

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
RIC SMITH	Officer	Sep 06 '24	Proposed Sale	22.84	3,018	68,931		Sep 06 04:20 PM
Smith Ric	CPO & CTO	Sep 03 '24	Sale	22.99	14,584	335,247	636,699	Sep 05 07:48 PM
Weingarten Tomer	President, CEO	Aug 12 '24	Sale	21.47	60,864	1,306,671	1,099,356	Aug 13 06:55 PM
Bernhardt David J.	Chief Financial Officer	Aug 09 '24	Sale	21.32	4,021	85,741	500,064	Aug 12 05:48 PM
Weingarten Tomer	President, CEO	Aug 09 '24	Sale	21.65	70,655	1,529,433	1,099,356	Aug 12 05:46 PM
Weingarten Tomer	President, CEO	Aug 08 '24	Sale	21.17	60,864	1,288,728	1,109,147	Aug 12 05:46 PM
Tomer Weingarten	Officer	Aug 09 '24	Proposed Sale	21.79	540,017	11,766,970		Aug 09 04:52 PM
Weingarten Tomer	President, CEO	Aug 06 '24	Sale	20.56	10,165	208,992	1,109,147	Aug 08 04:44 PM
Bernhardt David J.	Chief Financial Officer	Aug 06 '24	Sale	20.56	2,631	54,093	504,085	Aug 08 04:42 PM
Smith Ric	CPO & CTO	Aug 06 '24	Sale	20.56	3,135	64,456	636,699	Aug 08 04:40 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Aug 06 '24	Sale	20.56	1,318	27,098	449,460	Aug 08 04:39 PM
Smith Ric	CPO & CTO	Jul 25 '24	Sale	23.54	14,583	343,221	639,834	Jul 26 04:04 PM
Weingarten Tomer	President, CEO	Jul 18 '24	Sale	20.54	60,864	1,250,242	1,119,312	Jul 19 05:06 PM
Weingarten Tomer	President, CEO	Jul 16 '24	Sale	21.83	60,864	1,328,497	1,119,312	Jul 18 04:06 PM
Weingarten Tomer	President, CEO	Jul 17 '24	Sale	21.14	60,864	1,286,793	1,119,312	Jul 18 04:06 PM
Smith Ric	CPO & CTO	Jul 05 '24	Sale	20.10	99,502	1,999,592	639,834	Jul 09 08:12 PM
Weingarten Tomer	President, CEO	Jun 13 '24	Sale	18.25	60,864	1,110,658	1,119,312	Jun 17 04:31 PM
Bernhardt David J.	Chief Financial Officer	Jun 11 '24	Sale	17.57	11,221	197,171	506,077	Jun 13 04:06 PM
Weingarten Tomer	President, CEO	Jun 11 '24	Sale	17.40	82,116	1,429,081	1,119,312	Jun 13 04:06 PM
Weingarten Tomer	President, CEO	Jun 12 '24	Sale	18.32	60,864	1,115,242	1,119,312	Jun 13 04:06 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Jun 06 '24	Sale	17.30	10,647	184,193	450,777	Jun 07 09:35 PM
Bernhardt David J.	Chief Financial Officer	Jun 06 '24	Sale	17.30	11,061	191,355	517,298	Jun 07 06:49 PM
Smith Ric	CPO & CTO	Jun 06 '24	Sale	17.30	24,467	423,279	666,419	Jun 07 06:47 PM
TOMASELLO ROBIN	Chief Accounting Officer	Jun 06 '24	Sale	17.30	5,022	86,881	198,174	Jun 07 06:45 PM
Weingarten Tomer	President, CEO	Jun 06 '24	Sale	17.30	38,607	667,901	1,140,564	Jun 07 06:42 PM
Weingarten Tomer	President, CEO	May 13 '24	Sale	21.54	60,864	1,311,193	1,179,171	May 14 04:18 PM
Weingarten Tomer	President, CEO	May 09 '24	Sale	21.14	91,914	1,943,522	1,183,043	May 13 07:09 PM
Weingarten Tomer	President, CEO	May 10 '24	Sale	21.10	60,864	1,283,999	1,179,171	May 13 07:09 PM
Bernhardt David J.	Chief Financial Officer	May 09 '24	Sale	20.88	4,021	83,952	528,359	May 10 05:22 PM
Bernhardt David J.	Chief Financial Officer	May 06 '24	Sale	21.26	2,631	55,935	532,380	May 08 04:32 PM
Weingarten Tomer	President, CEO	May 06 '24	Sale	21.26	10,165	216,108	1,274,957	May 08 04:29 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	May 06 '24	Sale	21.26	816	17,348	461,424	May 08 04:27 PM
Smith Ric	CPO & CTO	May 06 '24	Sale	21.26	3,135	66,650	690,886	May 08 04:24 PM
Weingarten Tomer	President, CEO	Apr 11 '24	Sale	22.28	47,365	1,055,425	1,285,122	Apr 12 04:28 PM
Weingarten Tomer	President, CEO	Apr 09 '24	Sale	22.57	47,365	1,068,910	1,285,122	Apr 11 07:01 PM
Weingarten Tomer	President, CEO	Apr 10 '24	Sale	22.10	47,365	1,046,634	1,285,122	Apr 11 07:01 PM
PEEK MARK S	Director	Apr 03 '24	Buy	22.36	10,000	223,596	80,000	Apr 05 06:10 PM
Insight Holdings Group, LLC	10% Owner	Apr 01 '24	Sale	23.10	8,566	197,875	5,025	Apr 03 09:11 PM
Insight Holdings Group, LLC	10% Owner	Apr 01 '24	Sale	23.10	91,895	2,122,774	92,501	Apr 03 09:08 PM
Insight Holdings Group, LLC	10% Owner	Apr 01 '24	Sale	23.10	590	13,629	5,764	Apr 03 09:06 PM
Bernhardt David J.	Chief Financial Officer	Mar 19 '24	Sale	22.76	11,221	255,353	535,011	Mar 21 04:39 PM
Smith Ric	CPO & CTO	Mar 07 '24	Sale	27.00	17,738	478,894	694,021	Mar 08 07:17 PM
Smith Ric	CPO & CTO	Mar 06 '24	Sale	27.25	13,201	359,727	711,759	Mar 08 07:17 PM
Weingarten Tomer	President, CEO	Mar 06 '24	Sale	27.09	69,427	1,880,632	1,285,122	Mar 08 05:32 PM
Bernhardt David J.	Chief Financial Officer	Mar 06 '24	Sale	27.25	7,342	200,070	546,232	Mar 08 05:19 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Mar 06 '24	Sale	27.25	5,157	140,528	462,240	Mar 08 05:14 PM
TOMASELLO ROBIN	Chief Accounting Officer	Mar 06 '24	Sale	27.25	4,001	109,027	203,196	Mar 08 05:07 PM
Srivatsan Narayanan	Chief Operating Officer	Mar 06 '24	Sale	27.25	5,548	151,183	544,594	Mar 08 05:01 PM
Weingarten Tomer	President, CEO	Mar 04 '24	Sale	27.40	47,365	1,297,595	1,307,184	Mar 06 04:56 PM
Weingarten Tomer	President, CEO	Mar 05 '24	Sale	25.45	47,365	1,205,238	1,307,184	Mar 06 04:56 PM
Bernhardt David J.	Chief Financial Officer	Feb 09 '24	Sale	30.03	34,021	1,021,657	403,132	Feb 09 09:26 PM
Weingarten Tomer	President, CEO	Feb 09 '24	Sale	29.96	47,365	1,418,951	787,474	Feb 09 08:16 PM
Weingarten Tomer	President, CEO	Feb 08 '24	Sale	28.97	47,365	1,372,137	787,474	Feb 09 08:16 PM
Weingarten Tomer	President, CEO	Feb 07 '24	Sale	28.35	9,791	277,547	787,474	Feb 09 08:16 PM
Smith Ric	CPO & CTO	Feb 07 '24	Sale	28.35	3,946	111,859	451,428	Feb 09 07:23 PM
Weingarten Tomer	President, CEO	Feb 06 '24	Sale	27.68	10,165	281,367	797,265	Feb 08 05:26 PM
Smith Ric	CPO & CTO	Feb 06 '24	Sale	27.68	2,207	61,090	455,374	Feb 08 05:23 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Feb 06 '24	Sale	27.68	1,011	27,984	347,736	Feb 08 05:21 PM
Bernhardt David J.	Chief Financial Officer	Feb 06 '24	Sale	27.68	2,631	72,826	347,153	Feb 08 05:18 PM
Smith Ric	CPO & CTO	Jan 25 '24	Sale	25.81	24,750	638,830	457,581	Jan 26 04:34 PM
Srivatsan Narayanan	Chief Operating Officer	Jan 08 '24	Sale	23.93	9,338	223,458	550,142	Jan 09 07:26 PM
Insight Holdings Group, LLC	10% Owner	Jan 05 '24	Sale	22.76	517,103	11,769,264	0	Jan 09 05:12 PM
Insight Holdings Group, LLC	10% Owner	Jan 05 '24	Sale	22.76	35,662	811,667	5,785	Jan 09 05:11 PM
Insight Holdings Group, LLC	10% Owner	Jan 05 '24	Sale	22.76	5,547,235	126,255,069	0	Jan 09 05:10 PM
Weingarten Tomer	President, CEO	Jan 03 '24	Sale	24.46	47,365	1,158,656	807,430	Jan 05 08:21 PM
Weingarten Tomer	President, CEO	Jan 04 '24	Sale	23.77	47,365	1,126,032	807,430	Jan 05 08:21 PM
Weingarten Tomer	President, CEO	Jan 05 '24	Sale	23.45	47,365	1,110,548	807,430	Jan 05 08:21 PM
Bernhardt David J.	Chief Financial Officer	Jan 03 '24	Sale	24.98	40,000	999,072	349,089	Jan 05 04:17 PM
Insight Holdings Group, LLC	10% Owner	Jan 04 '24	Sale	23.85	39,175	934,324	3,538	Jan 05 04:16 PM
Insight Holdings Group, LLC	10% Owner	Jan 03 '24	Sale	24.56	37,120	911,667	3,809	Jan 05 04:16 PM
Insight Holdings Group, LLC	10% Owner	Jan 04 '24	Sale	23.85	2,703	64,467	7,062	Jan 05 04:14 PM
Insight Holdings Group, LLC	10% Owner	Jan 03 '24	Sale	24.56	2,561	62,898	7,159	Jan 05 04:14 PM
Insight Holdings Group, LLC	10% Owner	Jan 04 '24	Sale	23.85	420,240	10,022,724	65,149	Jan 05 04:13 PM
Insight Holdings Group, LLC	10% Owner	Jan 03 '24	Sale	24.56	398,201	9,779,817	70,142	Jan 05 04:13 PM
Smith Ric	CPO & CTO	Dec 26 '23	Sale	27.80	24,751	688,125	457,581	Dec 27 07:12 PM
Weingarten Tomer	President, CEO	Dec 15 '23	Sale	26.37	47,365	1,249,038	807,430	Dec 18 05:48 PM
Weingarten Tomer	President, CEO	Dec 14 '23	Sale	25.94	47,365	1,228,704	807,430	Dec 15 04:45 PM
Weingarten Tomer	President, CEO	Dec 13 '23	Sale	25.62	47,365	1,213,429	807,430	Dec 15 04:45 PM
Bernhardt David J.	Chief Financial Officer	Dec 11 '23	Sale	24.09	55,983	1,348,675	349,089	Dec 13 04:29 PM
Smith Ric	CPO & CTO	Dec 07 '23	Sale	22.98	15,521	356,695	457,581	Dec 08 06:18 PM
Weingarten Tomer	President, CEO	Dec 06 '23	Sale	22.80	21,583	492,092	807,430	Dec 08 06:11 PM
TOMASELLO ROBIN	Chief Accounting Officer	Dec 06 '23	Sale	22.80	3,679	83,881	151,391	Dec 08 05:59 PM
Srivatsan Narayanan	Chief Operating Officer	Dec 06 '23	Sale	22.80	7,709	175,765	557,745	Dec 08 05:56 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Dec 06 '23	Sale	22.80	8,139	185,569	347,013	Dec 08 05:49 PM
Bernhardt David J.	Chief Financial Officer	Dec 06 '23	Sale	22.80	7,342	167,398	405,072	Dec 08 05:44 PM
Smith Ric	CPO & CTO	Dec 04 '23	Sale	19.96	121,087	2,416,388	488,519	Dec 06 09:00 PM
Smith Ric	CPO & CTO	Dec 06 '23	Sale	22.80	15,417	351,508	473,102	Dec 06 09:00 PM
Smith Ric	CPO & CTO	Nov 24 '23	Sale	17.76	10,167	180,584	491,606	Nov 28 06:41 PM
Weingarten Tomer	President, CEO	Nov 08 '23	Sale	15.76	47,365	746,373	829,013	Nov 09 08:03 PM
Weingarten Tomer	President, CEO	Nov 09 '23	Sale	15.53	47,365	735,479	829,013	Nov 09 08:03 PM
Weingarten Tomer	President, CEO	Nov 07 '23	Sale	16.02	10,012	160,387	829,013	Nov 09 08:03 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Nov 06 '23	Sale	16.34	1,316	21,503	355,152	Nov 07 07:25 PM
Bernhardt David J.	Chief Financial Officer	Nov 06 '23	Sale	16.34	2,631	42,991	412,414	Nov 07 07:15 PM
Weingarten Tomer	President, CEO	Nov 06 '23	Sale	16.34	9,944	162,485	839,025	Nov 07 07:13 PM
Smith Ric	CPO & CTO	Nov 06 '23	Sale	16.34	3,066	50,098	491,606	Nov 07 06:45 PM
Smith Ric	CPO & CTO	Nov 03 '23	Sale	15.22	3,082	46,908	494,672	Nov 07 06:45 PM
Smith Ric	CPO & CTO	Oct 24 '23	Sale	16.32	10,166	165,952	497,754	Oct 26 05:09 PM
Srivatsan Narayanan	Chief Operating Officer	Oct 06 '23	Sale	16.04	12,587	201,913	565,454	Oct 10 09:15 PM
Weingarten Tomer	President, CEO	Oct 05 '23	Sale	16.28	47,365	771,083	848,969	Oct 06 04:19 PM
Weingarten Tomer	President, CEO	Oct 04 '23	Sale	16.50	47,365	781,347	848,969	Oct 05 07:01 PM

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Sep 06 • 04:00PM ET

2.28

Dollar change 0.00
Percentage change 0.00	%

Consumer Cyclical • Luxury Goods • USA • NASD

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Held by: VTI IWM VXF VTWO IWO IWN IWC PRFZ ITOT VTWG

Index	RUT	P/E	-	EPS (ttm)	-0.93	Insider Own	20.87%	Shs Outstand	104.67M	Perf Week	-13.31%
Market Cap	247.38M	Forward P/E	-	EPS next Y	-0.30	Insider Trans	-2.47%	Shs Float	85.86M	Perf Month	-4.20%
Income	-92.45M	PEG	-	EPS next Q	-0.12	Inst Own	64.41%	Short Float	23.14%	Perf Quarter	-39.84%
Sales	565.28M	P/S	0.44	EPS this Y	47.05%	Inst Trans	-16.10%	Short Ratio	9.17	Perf Half Y	-41.54%
Book/sh	-3.09	P/B	-	EPS next Y	34.69%	ROA	-21.35%	Short Interest	19.87M	Perf Year	-17.69%
Cash/sh	1.39	P/C	1.64	EPS next 5Y	38.60%	ROE	-	52W Range	1.26 - 4.64	Perf YTD	13.43%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-10.67%	ROI	-54.64%	52W High	-50.86%	Beta	2.79
Dividend TTM	-	Quick Ratio	0.88	Sales past 5Y	23.76%	Gross Margin	67.69%	52W Low	80.95%	ATR (14)	0.19
Dividend Ex-Date	-	Current Ratio	0.98	EPS Y/Y TTM	58.26%	Oper. Margin	-13.20%	RSI (14)	31.71	Volatility	6.55% 6.65%
Employees	3032	Debt/Eq	-	Sales Y/Y TTM	-1.71%	Profit Margin	-16.35%	Recom	2.50	Target Price	3.60
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	50.89%	Payout	-	Rel Volume	1.03	Prev Close	2.28
Sales Surprise	3.71%	EPS Surprise	22.11%	Sales Q/Q	10.76%	Earnings	Aug 06 AMC	Avg Volume	2.17M	Price	2.28
SMA20	-11.83%	SMA50	-25.23%	SMA200	-22.29%	Trades		Volume	2,236,084	Change	0.00%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-04-24	Downgrade	Robert W. Baird	Outperform → Neutral	$3.25 → $2.75
Jun-29-23	Upgrade	BofA Securities	Underperform → Buy	$1 → $1.85
Jan-06-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$5 → $2
Nov-09-22	Downgrade	Raymond James	Outperform → Mkt Perform
Aug-12-22	Downgrade	Cowen	Outperform → Market Perform	$14 → $3
Aug-10-22	Downgrade	BofA Securities	Buy → Underperform	$7 → $2.75
Jul-22-22	Resumed	Piper Sandler	Neutral	$4
Jul-21-22	Initiated	KeyBanc Capital Markets	Sector Weight
Mar-29-22	Downgrade	Credit Suisse	Outperform → Neutral	$15 → $8
Mar-18-22	Initiated	Jefferies	Buy	$13
Feb-24-22	Reiterated	Wells Fargo	Overweight	$19 → $15
Feb-24-22	Reiterated	Wedbush	Outperform	$21 → $14
Feb-24-22	Reiterated	Stifel	Hold	$15 → $12
Feb-24-22	Reiterated	Raymond James	Outperform	$19 → $18
Feb-24-22	Reiterated	Piper Sandler	Overweight	$21 → $18
Feb-24-22	Reiterated	Credit Suisse	Outperform	$24 → $15
Feb-24-22	Reiterated	BofA Securities	Buy	$22 → $18
Jan-04-22	Upgrade	Wedbush	Neutral → Outperform	$16 → $21
Dec-02-21	Downgrade	UBS	Buy → Neutral	$17
Nov-09-21	Upgrade	BTIG Research	Neutral → Buy	$21

Show Previous Ratings

Sep-06-24 09:35AM	The RealReal (REAL) Loses -7.32% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
Aug-28-24 12:01AM	Not Your Grandmothers Brooch How the Unlikely Accessory Is Making an Impact With Young Shoppers (WWD)
Aug-22-24 06:36PM	Analyst Report: The RealReal, Inc. (Morningstar Research) +5.84%
09:27AM	How Consumers Focus on Distinctiveness and Enduring Value Is Shifting Resale, According to The RealReal (WWD)
Aug-21-24 09:00AM	The 2024 Luxury Resale Report: The RealReal Reveals Top Brands and Trends Shaping the Market (GlobeNewswire)
06:35PM	Loading…
Aug-15-24 06:35PM	Analyst Report: The RealReal, Inc. (Morningstar Research) +5.36%
Aug-13-24 10:33AM	Industry Moves: Soles4Souls Names New CFO + More News (Footwear News) +6.75%
Aug-08-24 11:43AM	Analyst Report: The RealReal, Inc. (Morningstar Research)
Aug-07-24 07:06PM	Analyst Report: The RealReal, Inc. (Morningstar Research) -23.23%
01:27PM	Why The RealReal (REAL) Stock Is Down Today (StockStory)
12:20PM	Industry Moves: Designer Brands Inc. Names New Board Member + More News (Footwear News)
07:18AM	Q2 2024 RealReal Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-06-24 06:55PM	The RealReal (REAL) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
05:59PM	The RealReal: Q2 Earnings Snapshot (Associated Press Finance)
04:32PM	The RealReal (NASDAQ:REAL) Beats Q2 Sales Targets But Stock Drops (StockStory)
04:10PM	Loading…
04:10PM	The RealReal Announces Second Quarter 2024 Results (GlobeNewswire)
Aug-05-24 02:35PM	Industry Moves: Adidas Board Member Martin Shankland Steps Down + More News (Footwear News) -6.34%
03:05AM	Earnings To Watch: The RealReal (REAL) Reports Q2 Results Tomorrow (StockStory)
Jul-26-24 07:01PM	Insider Selling: Director James Miller Sells Shares of The RealReal Inc (REAL) (GuruFocus.com) +7.48%
Jul-24-24 02:40PM	Industry Moves: Oofos Taps Erin Flynn as Head of Sales + More News (Footwear News) -6.09%
Jul-18-24 12:42PM	Industry Moves: Allbirds Names VP of Design + More News (Footwear News)
Jul-16-24 01:29PM	2 Stocks to Buy When the Market Crashes (and 2 to Avoid) (InvestorPlace) +7.00%
03:23AM	Online Marketplace Stocks Q1 Highlights: Robinhood (NASDAQ:HOOD) (StockStory)
Jul-11-24 04:28PM	The RealReal Announces Timing of Its Second Quarter 2024 Earnings Conference Call (GlobeNewswire)
Jul-09-24 03:42AM	Online Marketplace Stocks Q1 Recap: Benchmarking The RealReal (NASDAQ:REAL) (StockStory)
Jul-03-24 03:10PM	Industry Moves: Authentic Names Jeff Daggett as SVP, Head of Japan + More News (Footwear News)
Jun-27-24 05:03AM	Q1 Rundown: CarGurus (NASDAQ:CARG) Vs Other Online Marketplace Stocks (StockStory)
Jun-26-24 12:01AM	EXCLUSIVE: Former NBA Star Dwyane Wade Is Selling His Designer Wardrobe on The RealReal (WWD)
Jun-15-24 02:52AM	Insider Sale: Director Robert Krolik Sells Shares of The RealReal Inc (REAL) (GuruFocus.com)
02:52AM	Insider Sale: Director Carol Melton Sells 28,000 Shares of The RealReal Inc (REAL) (GuruFocus.com)
02:52AM	Loading…
02:52AM	Insider Sale: Director Niki Leondakis Sells 59,474 Shares of The RealReal Inc (REAL) (GuruFocus.com)
Jun-14-24 06:45PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research) -6.12%
Jun-13-24 09:00AM	The RealReal 'Opens' an Installation on Canal Street, Starting a Conversation About Fakes (GlobeNewswire)
Jun-12-24 05:36PM	Analyst Report: The RealReal, Inc. (Morningstar Research)
Jun-07-24 06:37PM	Analyst Report: The RealReal, Inc. (Morningstar Research) -5.54%
11:27AM	The Most Hipster City in the US (Insider Monkey)
11:26AM	25 Most Hipster Cities in the US (Insider Monkey)
Jun-04-24 02:40PM	Analyst Report: The RealReal, Inc. (Morningstar Research)
May-16-24 01:50PM	Michael Burry Has 42% of His Portfolio Invested in These 5 Stocks (Insider Monkey)
May-08-24 04:05PM	The RealReal Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +7.94%
09:43AM	The RealReal, Inc. (NASDAQ:REAL) Q1 2024 Earnings Call Transcript (Insider Monkey)
07:10AM	Q1 2024 RealReal Inc Earnings Call (Thomson Reuters StreetEvents)
May-07-24 09:54PM	REAL Stock Earnings: RealReal Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace) -10.21%
07:37PM	Analyst Report: The RealReal, Inc. (Morningstar Research)
06:10PM	The RealReal (REAL) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:10PM	The RealReal: Q1 Earnings Snapshot (Associated Press Finance)
04:58PM	The RealReal's (NASDAQ:REAL) Q1 Sales Top Estimates, Next Quarter's Growth Looks Optimistic (StockStory)
04:05PM	The RealReal Announces First Quarter 2024 Results (GlobeNewswire)
May-06-24 11:42AM	UBS Adjusts The RealReal Price Target to $3.90 From $3.70, Maintains Neutral Rating (MT Newswires) +7.95%
03:08AM	The RealReal (REAL) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
May-02-24 10:34AM	Industry Moves: Thredup Names GM of Europe, Sorel Adds VP of Brand + More News (Footwear News)
Apr-30-24 11:54AM	Industry Moves: K-Swiss Continues Building Talent Roster, Wolverine Names Chief Legal Officer + More News (Footwear News)
Apr-29-24 06:47PM	Analyst Report: The RealReal, Inc. (Morningstar Research) +7.24%
Apr-22-24 04:09PM	The RealReal Launches Retail Initiative to Benefit Conservation International (GlobeNewswire) +6.77%
Apr-20-24 08:30AM	Invest like the rich: These luxury items gain value over time (Yahoo Finance Video)
Apr-11-24 04:12PM	The RealReal Announces Timing of Its First Quarter 2024 Earnings Conference Call (GlobeNewswire) -6.07%
04:56AM	Online Marketplace Stocks Q4 Earnings: MercadoLibre (NASDAQ:MELI) Firing on All Cylinders (StockStory)
Apr-04-24 04:47AM	Q4 Rundown: The RealReal (NASDAQ:REAL) Vs Other Online Marketplace Stocks (StockStory)
Apr-01-24 07:21AM	A Look Back at Online Marketplace Stocks' Q4 Earnings: Coupang (NYSE:CPNG) Vs The Rest Of The Pack (StockStory)
Mar-25-24 01:52PM	Q4 Earnings Outperformers: Robinhood (NASDAQ:HOOD) And The Rest Of The Online Marketplace Stocks (StockStory)
Mar-21-24 03:48PM	Industry Moves: Kenneth Cole Elevates Samantha Cohen to Chief Marketing and Social Impact Officer + More News (Footwear News)
Mar-19-24 10:31AM	Industry Moves: Academy Sports Names Google Exec to Board + More News (Footwear News) +9.97%
Mar-18-24 11:34PM	Industry Moves: Fleet Feet Announces a Series of New Hires and Promotions, Clyde Edwards Assumes New Marketing Director Role at Puma + More News (Footwear News)
Mar-15-24 05:07PM	Chanel Seeks Injunction Against What Goes Around Comes Around (Sourcing Journal)
04:42PM	Industry Moves: Foot Locker Inc. Taps Cindy Carlisle as EVP and Chief Human Resources Officer, Clyde Edwards Assumes New Marketing Director Role at Puma + More News (Footwear News)
09:55AM	Should You Buy The RealReal (REAL) After Golden Cross? (Zacks)
Mar-13-24 03:45PM	Industry Moves: Foot Locker Inc. Hires Cindy Carlisle as EVP and Chief Human Resources Officer + More News (Footwear News)
Mar-12-24 07:01PM	Insider Sell: President Levesque Sahi Sells 63,897 Shares of The RealReal Inc (REAL) (GuruFocus.com)
Mar-11-24 06:52PM	Analyst Report: The RealReal, Inc. (Morningstar Research) -7.65%
Mar-08-24 02:05PM	Industry Moves: Giovanna Ceolini Named President of Italian Footwear Association Assocalzaturifici Through June 2027 + More News (Footwear News) -6.15%
Mar-07-24 12:00PM	What Makes The RealReal (REAL) a Strong Momentum Stock: Buy Now? (Zacks) +6.56%
09:15AM	The RealReal, Inc. (REAL) Hit a 52 Week High, Can the Run Continue? (Zacks)
08:50AM	Why Fast-paced Mover The RealReal (REAL) Is a Great Choice for Value Investors (Zacks)
Mar-05-24 06:53PM	Analyst Report: The RealReal, Inc. (Morningstar Research) +16.56%
Mar-04-24 04:05PM	The RealReal Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +15.94%
Mar-02-24 08:38AM	The RealReal, Inc. (NASDAQ:REAL) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-01-24 06:45PM	Analyst Report: The RealReal, Inc. (Morningstar Research) +55.93% +15.94%
05:04PM	The RealReal to Open New Stores in Strategic Shift (The Wall Street Journal)
11:40AM	Why The RealReal (REAL) Stock Is Up Today (StockStory)
08:18AM	Q4 2023 RealReal Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-29-24 10:02PM	Analyst Report: The RealReal, Inc. (Morningstar Research)
07:00PM	Compared to Estimates, The RealReal (REAL) Q4 Earnings: A Look at Key Metrics (Zacks)
06:20PM	The RealReal (REAL) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
05:42PM	The RealReal Hits Profitability Milestone in Q4 After Strategic Shift to Focus on Core Business (WWD)
05:33PM	The RealReal: Q4 Earnings Snapshot (Associated Press Finance)
04:55PM	The RealReal Inc (REAL) Navigates Market Challenges with Improved Financials in Q4 and FY 2023 (GuruFocus.com)
04:22PM	The RealReal (NASDAQ:REAL) Reports Q4 In Line With Expectations But Stock Drops (StockStory)
04:15PM	The RealReal Announces Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
Feb-28-24 02:00AM	The RealReal (REAL) Q4 Earnings: What To Expect (StockStory)
Feb-26-24 09:16AM	Gear Up for The RealReal (REAL) Q4 Earnings: Wall Street Estimates for Key Metrics (Zacks) -5.39%
Feb-23-24 05:13PM	Shuffle Board: The RealReal Names CFO, Beyond Overhauls Executive Team (Sourcing Journal)
Feb-21-24 08:00AM	The RealReal Names Ajay Gopal as its Chief Financial Officer and Appoints Karen Katz as Chairperson of its Board of Directors (GlobeNewswire) -5.06%
Feb-08-24 06:00AM	The Future of Resale and Rental Fashion (WWD)
Feb-07-24 06:23PM	The RealReal Announces Timing of Its Fourth Quarter and Full Year 2023 Earnings Conference Call (GlobeNewswire) -5.26%
Jan-24-24 05:22AM	Online Marketplace Stocks Q3 Teardown: Shutterstock (NYSE:SSTK) Vs The Rest (StockStory)
Jan-22-24 10:14PM	7 Speculative Stocks to Double Your Money THIS Year (InvestorPlace)
Jan-19-24 10:36AM	The RealReal to Leverage EONs Digital IDs to Drive Transparency (Sourcing Journal)
Jan-17-24 10:02AM	The RealReal Joins Eon Exchange as a Resale Partner (WWD)
09:13AM	Manhattan Vintage Announces Partnership With The RealReal for Its NYC Winter Show, Feb. 2-4, 2024 (PR Newswire)
Jan-16-24 08:46AM	Why The RealReal founder Julie Wainwright launched another startup in her mid-60s (Fortune)

The RealReal, Inc. is an online marketplace for consigned luxury goods, which engages in the consignment of luxury goods across multiple categories, including women's, men's, kids, jewelry, watches, home, and art. It sells pieces from designers such as Chanel, Christian Louboutin, Gucci, Hermes, Louis Vuitton, Prada, Celine, Jimmy Choo, Burberry, and Valentino. The company was founded by Julie Wainwright and Marcy Carmack on March 29, 2011 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KATZ KAREN	Director	Aug 28 '24	Sale	2.62	33,000	86,460	201,301	Sep 03 08:51 AM
KATZ KAREN	Director	Aug 28 '24	Proposed Sale	2.68	33,000	88,440		Aug 28 04:27 PM
Lo Steve Ming	SVP, Chief Accounting Officer	Aug 20 '24	Sale	2.61	20,610	53,759	508,528	Aug 21 06:58 PM
Friang Luke Thomas	Chief Product and Technology O	Aug 20 '24	Sale	2.61	16,239	42,358	517,598	Aug 21 06:58 PM
Sahi Levesque Rati	President	Jun 03 '24	Buy	4.32	11	48	1,266,863	Aug 21 06:58 PM
Sahi Levesque Rati	President	Aug 20 '24	Sale	2.61	46,488	121,259	1,210,375	Aug 21 06:58 PM
Suko Todd A	Chief Legal Officer and Secrty	Aug 20 '24	Sale	2.61	27,573	71,966	825,081	Aug 21 06:57 PM
Koryl John E	Chief Executive Officer	Aug 09 '24	Buy	2.51	19,919	49,997	3,008,471	Aug 09 04:08 PM
JAMES R MILLER	Director	Jul 26 '24	Proposed Sale	3.24	53,526	173,306		Jul 26 04:33 PM
Miller James R.	Director	Jul 26 '24	Sale	3.24	53,526	173,424	157,891	Jul 26 04:01 PM
KROLIK ROBERT J	Director	Jun 12 '24	Sale	3.67	29,737	109,135	139,407	Jun 14 05:37 PM
MELTON CAROL A	Director	Jun 12 '24	Sale	3.66	28,000	102,480	157,187	Jun 14 05:37 PM
Leondakis Niki	Director	Jun 12 '24	Sale	3.62	59,474	215,296	125,713	Jun 14 05:36 PM
Sahi Levesque Rati	President	Jun 06 '24	Sale	3.83	10,000	38,300	1,256,852	Jun 07 05:12 PM
Coleman Caretha	Director	May 31 '24	Sale	4.33	10,354	44,833	174,833	Jun 03 05:51 PM
Suko Todd A	Chief Legal Officer and Secrty	May 20 '24	Sale	4.25	35,906	152,600	852,654	May 21 08:03 PM
Friang Luke Thomas	Chief Product and Technology O	May 20 '24	Sale	4.25	16,378	69,575	533,837	May 21 07:39 PM
Lo Steve Ming	SVP, Chief Accounting Officer	May 20 '24	Sale	4.25	20,330	86,364	529,138	May 21 07:38 PM
Koryl John E	Chief Executive Officer	May 20 '24	Sale	4.25	31,412	133,441	2,988,552	May 21 07:38 PM
Sahi Levesque Rati	President	May 20 '24	Sale	4.25	45,867	194,848	1,266,852	May 21 07:38 PM
Sahi Levesque Rati	President	Mar 14 '24	Sale	3.22	30,000	96,600	1,312,719	Mar 15 04:17 PM
Sahi Levesque Rati	President	Mar 08 '24	Sale	3.73	63,897	238,336	1,342,719	Mar 12 04:31 PM
KATZ KAREN	Director	Mar 08 '24	Buy	3.85	6,500	25,025	183,476	Mar 11 05:12 PM
Miller James R.	Director	Mar 06 '24	Sale	3.91	21,060	82,345	160,492	Mar 07 03:58 PM

Open in Screener

KMB

Kimberly-Clark Corp.

Sep 06 • 04:00PM ET

146.91

Dollar change -1.14
Percentage change -0.77	%

Consumer Defensive • Household & Personal Products • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

KMB Kimberly-Clark Corp. daily Stock Chart

Held by: VTI SCHD VOO SPY IVV VTV XLP SDY DVY NOBL

Index	S&P 500	P/E	21.75	EPS (ttm)	6.76	Insider Own	0.14%	Shs Outstand	337.00M	Perf Week	2.58%
Market Cap	49.48B	Forward P/E	19.22	EPS next Y	7.64	Insider Trans	-24.23%	Shs Float	336.33M	Perf Month	4.92%
Income	2.29B	PEG	2.98	EPS next Q	1.70	Inst Own	79.53%	Short Float	1.79%	Perf Quarter	7.23%
Sales	20.28B	P/S	2.44	EPS this Y	11.02%	Inst Trans	1.12%	Short Ratio	2.88	Perf Half Y	16.69%
Book/sh	3.37	P/B	43.58	EPS next Y	4.80%	ROA	13.20%	Short Interest	6.03M	Perf Year	16.05%
Cash/sh	3.45	P/C	42.54	EPS next 5Y	7.29%	ROE	279.58%	52W Range	116.32 - 149.30	Perf YTD	20.90%
Dividend Est.	4.85 (3.30%)	P/FCF	17.23	EPS past 5Y	5.26%	ROI	27.57%	52W High	-1.60%	Beta	0.39
Dividend TTM	6.02 (4.10%)	Quick Ratio	0.58	Sales past 5Y	2.03%	Gross Margin	35.98%	52W Low	26.30%	ATR (14)	2.04
Dividend Ex-Date	Sep 06, 2024	Current Ratio	0.85	EPS Y/Y TTM	39.39%	Oper. Margin	15.63%	RSI (14)	61.96	Volatility	1.24% 1.20%
Employees	41000	Debt/Eq	7.01	Sales Y/Y TTM	-0.32%	Profit Margin	11.28%	Recom	2.50	Target Price	148.44
Option/Short	Yes / Yes	LT Debt/Eq	6.30	EPS Q/Q	434.72%	Payout	90.65%	Rel Volume	1.03	Prev Close	148.05
Sales Surprise	-1.35%	EPS Surprise	14.62%	Sales Q/Q	-2.05%	Earnings	Jul 23 BMO	Avg Volume	2.09M	Price	146.91
SMA20	2.48%	SMA50	4.00%	SMA200	12.70%	Trades		Volume	2,158,896	Change	-0.77%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-23-24	Initiated	TD Cowen	Buy	$161
Jun-24-24	Initiated	Exane BNP Paribas	Neutral	$146
Jun-13-24	Upgrade	BofA Securities	Underperform → Buy	$115 → $160
Jun-03-24	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$126 → $165
Mar-28-24	Upgrade	Evercore ISI	In-line → Outperform	$133 → $150
Mar-01-24	Resumed	Goldman	Buy	$135
Dec-15-23	Downgrade	BofA Securities	Neutral → Underperform	$135 → $115
Nov-17-23	Initiated	Piper Sandler	Overweight	$146
Oct-12-23	Upgrade	Bernstein	Underperform → Mkt Perform	$125 → $118
Sep-22-23	Initiated	HSBC Securities	Hold	$133
Mar-20-23	Upgrade	Deutsche Bank	Sell → Hold	$122 → $123
Feb-17-23	Initiated	Citigroup	Sell	$120
Jan-04-23	Downgrade	Jefferies	Buy → Hold	$137 → $139
Dec-06-22	Downgrade	Deutsche Bank	Hold → Sell	$120 → $123
Oct-18-22	Initiated	Evercore ISI	In-line
Oct-12-22	Upgrade	Atlantic Equities	Neutral → Overweight	$135
Sep-14-22	Resumed	BofA Securities	Neutral	$130
Feb-02-22	Downgrade	Bernstein	Mkt Perform → Underperform	$126
Jan-27-22	Reiterated	Wells Fargo	Equal Weight	$145 → $140
Jan-27-22	Reiterated	UBS	Neutral	$145 → $138

Show Previous Ratings

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Sep-06-24 04:17AM	Spectrum Brands (NYSE:SPB) Q2 Earnings: Leading The Household Products Pack (StockStory)
Sep-02-24 04:01PM	How Much Would It Take To Earn $100 A Month From Kimberly-Clark Stock (Benzinga)
Aug-28-24 09:50AM	Why Kimberly-Clark (KMB) is a Top Momentum Stock for the Long-Term (Zacks)
Aug-23-24 04:13AM	Household Products Q2 Earnings: Clorox (NYSE:CLX) is the Best in the Biz (StockStory)
08:30AM	Loading…
Aug-21-24 08:30AM	Kimberly-Clark to Webcast its Presentation at Barclays 17th Annual Global Consumer Staples Conference (PR Newswire)
Aug-19-24 04:23AM	Q2 Rundown: Procter & Gamble (NYSE:PG) Vs Other Household Products Stocks (StockStory)
Aug-15-24 11:19AM	Analyst Report: Kimberly-Clark Corporation (Morningstar Research)
Aug-14-24 01:18PM	Kleenex and Jenna Bush Hager Celebrate 100 Years of Facing Life's Moments by Giving Back to Schools in Need (PR Newswire)
Aug-13-24 03:05PM	7 Divine Dividend Stocks to Buy for Another Market Crash (InvestorPlace)
Aug-12-24 03:14PM	7 Recession-Proof Dividend Stocks to Buy Before the Next Crash (InvestorPlace)
Aug-07-24 11:32AM	3 Blue-Chip Stocks That Could Offer Stability in Uncertain Times (InvestorPlace)
Aug-01-24 09:40AM	Is KimberlyClark (KMB) Stock Outpacing Its Consumer Staples Peers This Year? (Zacks)
08:00AM	Kimberly-Clark Declares Quarterly Dividend (PR Newswire)
Jul-30-24 11:01AM	Insider Sale: President of Latin America Gonzalo Uribe Sells Shares of Kimberly-Clark Corp (KMB) (GuruFocus.com)
07:00AM	Loading…
Jul-27-24 07:00AM	Why the Great Stock Rotation Is Skipping Consumer Staples (The Wall Street Journal)
Jul-24-24 01:15AM	Analyst Report: Kimberly-Clark Corporation (Morningstar Research)
01:04AM	Decoding Kimberly-Clark Corp (KMB): A Strategic SWOT Insight (GuruFocus.com)
12:22AM	Q2 2024 Kimberly-Clark Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-23-24 06:14PM	Ford or Tesla, consumer staples opportunities: Market Domination (Yahoo Finance Video) -5.73%
04:01PM	Kimberly-Clark misses on Q2 revenue, raises 2024 guidance (Yahoo Finance Video)
11:00AM	Kimberly-Clark (KMB) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
10:30AM	Kimberly Clark (KMB) Q2 2024 Earnings Call Transcript (Motley Fool)
09:42AM	Weaker Tissue Demand Hits Kimberly-Clark Earnings (Bloomberg)
09:42AM	Kimberly-Clark (KMB) Tops Q2 Earnings Estimates, Ups FY24 View (Zacks)
07:40AM	Kimberly-Clark (KMB) Q2 Earnings Top Estimates (Zacks)
07:36AM	Midday movers: Coca-Cola, Spotify rise; UPS, Comcast fall (Investing.com)
07:35AM	Kimberly-Clark Posts Jump in Earnings and Raises Outlook, but Revenue Disappoints (The Wall Street Journal)
06:41AM	Kimberly-Clark (NYSE:KMB) Misses Q2 Sales Targets (StockStory)
06:41AM	Kimberly-Clark: Q2 Earnings Snapshot (Associated Press Finance)
06:33AM	Loading…
06:33AM	Kimberly-Clark raises annual profit forecast on higher prices (Reuters)
06:30AM	Kimberly-Clark Announces Second Quarter 2024 Results and Raises 2024 Outlook (PR Newswire)
Jul-19-24 10:01AM	What Awaits for Kimberly-Clark's (KMB) Q2 Earnings Release? (Zacks)
Jul-16-24 10:00AM	Kimberly-Clark (KMB) Earnings Expected to Grow: Should You Buy? (Zacks)
09:50AM	Here's Why Kimberly-Clark (KMB) is a Strong Momentum Stock (Zacks)
09:40AM	Is KimberlyClark (KMB) Outperforming Other Consumer Staples Stocks This Year? (Zacks)
08:00AM	Kimberly-Clark Names Craig Slavtcheff Chief Research and Development Officer (PR Newswire)
Jul-11-24 07:00AM	Kimberly-Clark to Announce Second Quarter 2024 Financial Results on July 23, 2024 (PR Newswire)
Jul-10-24 12:00AM	US Diaper Makers Warn EU of Shortages Under Law to Save Forests (Bloomberg)
Jul-02-24 04:45PM	7 Dividend Aristocrats That Will Have Investors in High-Yield Heaven (InvestorPlace)
Jul-01-24 07:00AM	Why Cheap Toilet Paper Sets Off Alarm Bells Among Some Investors (The Wall Street Journal)
Jun-28-24 09:50AM	Here's Why Kimberly-Clark (KMB) is a Strong Momentum Stock (Zacks)
08:57AM	Analyst Report: Kimberly-Clark Corporation (Morningstar Research)
04:58AM	Q1 Earnings Review: Household Products Stocks Led by Spectrum Brands (NYSE:SPB) (StockStory)
Jun-26-24 09:00AM	New Kimtech Polaris Nitrile Exam Gloves Improve Protection for Lab Workers in Canada (PR Newswire)
Jun-19-24 11:51AM	Analysts Recommend Steering Clear of Kimberly-Clark Corporation (KMB) (Insider Monkey)
11:18AM	Kimberly-Clark (KMB) Up More Than 15% in 6 Months: Here's Why (Zacks)
Jun-18-24 03:32PM	A Notable Wall Street Analyst Just Upgraded This Dividend King With A 3.5%+ Yield (Benzinga)
11:56AM	20 Worst Dividend Aristocrat Stocks According to Analysts (Insider Monkey)
Jun-13-24 02:15PM	Kimberly-Clark Awards Bright Futures Scholarships to 47 College-Bound Students (ACCESSWIRE)
12:27PM	Top Stock Movers Now: Tesla, Broadcom, Dave & Buster's, and More (Investopedia)
11:26AM	Kimberly-Clark gets double upgrade, price target lift from BofA (Yahoo Finance Video)
10:44AM	Kimberly-Clark Stock Gets a Double Upgrade. Its Just the Beginning. (Barrons.com)
10:39AM	Cramer's Mad Dash: Kimberly-Clark (CNBC TV)
09:51AM	Chipotle, McDonald's initiated: Wall Street's top analyst calls (The Fly)
09:40AM	Are Consumer Staples Stocks Lagging KimberlyClark (KMB) This Year? (Zacks)
Jun-12-24 09:50AM	Why Kimberly-Clark (KMB) is a Top Momentum Stock for the Long-Term (Zacks)
Jun-11-24 10:01AM	Kimberly-Clark (KMB) Looks Promising on Strategic Growth Pillars (Zacks)
Jun-07-24 07:02AM	Kimberly-Clark Corp's Dividend Analysis (GuruFocus.com)
Jun-05-24 09:15AM	Kimberly-Clark Reports Progress Toward 2030 Sustainability Goals (ACCESSWIRE)
May-31-24 09:10AM	Kimberly Clark Partners With Ronald McDonald House Charities - Latin America (ACCESSWIRE)
May-28-24 04:15PM	Kimberly-Clark to Webcast its Presentation in Deutsche Bank dbAccess Global Consumer Conference (PR Newswire)
02:00PM	Menstrual Hygiene Day 2024: Kimberly-Clark Unites To End Period Stigma (ACCESSWIRE)
12:00PM	Kimberly-Clark (KMB) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
09:40AM	Is KimberlyClark (KMB) Stock Outpacing Its Consumer Staples Peers This Year? (Zacks)
09:21AM	Thinx was the edgy brand that made period underwear cool. Now its available in big box stores. Did it grow upor sell out? (Fortune)
07:00AM	How Thinx, the buzzy underwear company once worth $230 million, lost its way (Fortune)
May-23-24 04:15PM	Kimberly-Clark to Webcast its Presentation at Bernstein's 40th Annual Strategic Decisions Conference (PR Newswire)
11:30AM	Why Is Kimberly-Clark (KMB) Down 2.8% Since Last Earnings Report? (Zacks)
07:30AM	Household Products Stocks Q1 Teardown: Kimberly-Clark (NYSE:KMB) Vs The Rest (StockStory)
May-21-24 09:05AM	Kimberly-Clark Donates to Baby2Baby (ACCESSWIRE)
May-17-24 11:00AM	3 Ultra-Safe Dividend Stocks for a Stormy Market (InvestorPlace)
May-16-24 04:05PM	Kimberly-Clark Professional(TM) Announces Greenovation Awards for Sustainability Leadership and Waste Reduction (ACCESSWIRE)
May-15-24 08:00AM	Patricia Corsi Named Chief Growth Officer of Kimberly-Clark (PR Newswire)
06:30AM	Kimberly-Clark Taps New Chief Growth Officer as It Heads Into Restructuring (The Wall Street Journal)
May-14-24 12:57PM	Kimberly-Clark (KMB) Drives Growth Through Core Strategy Focus (Zacks)
May-13-24 06:45PM	Analyst Report: Kimberly-Clark Corporation (Morningstar Research)
May-10-24 03:00PM	Insider Sale: President, EMEA Doug Cunningham Sells Shares of Kimberly-Clark Corp (KMB) (GuruFocus.com)
12:39PM	Kimberly Clark Insider Sold Shares Worth $524,441, According to a Recent SEC Filing (MT Newswires)
May-09-24 06:37PM	25 Largest Companies in Mexico by Revenue (Insider Monkey)
May-07-24 02:56PM	Kimberly Clark Insider Sold Shares Worth $7,337,256, According to a Recent SEC Filing (MT Newswires)
09:00AM	The Innovators at Huggies Announce a Pioneering Innovation to Take on Diaper Rash (PR Newswire)
09:00AM	Kimtech Polaris Nitrile Exam Glove Earns ACT Label from My Green Lab (PR Newswire)
May-06-24 01:37PM	Steady Dividend Plays: 3 Aristocrat Stocks to Own Now (InvestorPlace)
10:51AM	11 Best Recession Dividend Stocks To Buy (Insider Monkey)
May-05-24 04:00PM	Turbulent Times: 3 Stocks That Could Outperform in a Market Crash (InvestorPlace)
May-03-24 02:57AM	Insider Sale: Vice President and Controller Andrew Drexler Sells 2,500 Shares of Kimberly-Clark ... (GuruFocus.com)
May-02-24 04:30PM	Kimberly-Clark Declares Quarterly Dividend (PR Newswire)
01:46PM	Kimberly Clark Insider Sold Shares Worth $342,084, According to a Recent SEC Filing (MT Newswires)
02:50AM	Insider Sale: President, EMEA Doug Cunningham Sells Shares of Kimberly-Clark Corp (KMB) (GuruFocus.com)
May-01-24 01:49PM	Hedge Fund and Insider Trading News: Chris Rokos, David Tepper, Bluebell Capital Partners, Graham Capital Management, Citadel Investment Group, Eisler Capital, The Charles Schwab Corporation (SCHW), ATN International Inc (ATNI), and More (Insider Monkey)
02:42AM	Insider Sale: Chief Business & Transformation Officer Jeffrey Melucci Sells 13,714 Shares ... (GuruFocus.com)
Apr-30-24 12:05PM	Microsoft Corporation (NASDAQ:MSFT) Q3 2024 Earnings Call Transcript (Insider Monkey)
09:00AM	Kimberly-Clark Professional Announces Greenovation Awards for Sustainability Leadership and Waste Reduction (PR Newswire)
06:32AM	Inflation-Proof Fortunes: 7 Dividend Aristocrats to Keep Your Wealth Growing (InvestorPlace)
05:12AM	Kimberly Clark Insider Sold Shares Worth $968,144, According to a Recent SEC Filing (MT Newswires)
Apr-29-24 02:00PM	Help Fight Period Poverty with U by Kotex, Thinx and Walgreens (PR Newswire)
Apr-27-24 06:38AM	7 Stocks to Buy if Inflation Continues to Reign in 2024 (InvestorPlace)
Apr-26-24 12:15PM	BNP Paribas Exane Adjusts Kimberly-Clark's Price Target to $126 From $120 (MT Newswires)
12:07PM	Shift Your Gains to These 7 Stocks Before the Market Takes a Dive (InvestorPlace)

Kimberly-Clark Corp. engages in the manufacture and marketing of products made from natural or synthetic fibers. It operates through the following segments: Personal Care, Consumer Tissue, and K-C Professional. The Personal Care segment offers disposable diapers, training and youth pants, swim pants, baby wipes, feminine and incontinence care products, and other related products. The Consumer Tissue segment produces and sells facial and bathroom tissue, paper towels, napkins, and related products for household use. The K-C Professional segment supplies workplace supporting products such as wipers, tissue, towels, apparel, soaps, and sanitizers. The company was founded by John A. Kimberly, Havilah Babcock, Charles B. Clark, and Frank C. Shattuck in 1872 and is headquartered in Irving, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hicks Zackery A	Chief Digital & Technology Off	Jul 29 '24	Option Exercise	0.00	5,171	0	6,748	Jul 30 02:26 PM
Uribe Gonzalo	President, Latin America	Jul 29 '24	Sale	140.84	1,780	250,695	7,377	Jul 30 07:13 AM
Uribe Gonzalo	Officer	Jul 29 '24	Proposed Sale	140.81	1,780	250,636		Jul 29 03:22 PM
Melucci Jeffrey P.	Chief Bus. & Transf. Officer	Jul 25 '24	Option Exercise	132.63	37,699	5,000,018	57,634	Jul 26 03:54 PM
Melucci Jeffrey P.	Chief Bus. & Transf. Officer	Jul 26 '24	Option Exercise	125.47	10,202	1,280,045	30,137	Jul 26 03:54 PM
Melucci Jeffrey P.	Chief Bus. & Transf. Officer	Jul 25 '24	Sale	141.42	37,699	5,331,566	19,935	Jul 26 03:54 PM
Melucci Jeffrey P.	Chief Bus. & Transf. Officer	Jul 26 '24	Sale	142.00	10,202	1,448,706	19,935	Jul 26 03:54 PM
Melucci Jeffrey P.	Officer	Jul 25 '24	Proposed Sale	141.39	37,699	5,330,287		Jul 26 03:07 PM
Cunningham Doug	President, EMEA	May 10 '24	Sale	136.82	3,833	524,441	0	May 10 12:31 PM
Hsu Michael D.	Chairman of the Board and CEO	May 06 '24	Option Exercise	110.72	54,191	6,000,028	233,250	May 07 02:45 PM
Hsu Michael D.	Chairman of the Board and CEO	May 06 '24	Sale	135.40	54,191	7,337,256	179,059	May 07 02:45 PM
Drexler Andrew	Vice President and Controller	May 01 '24	Sale	136.83	2,500	342,084	8,053	May 02 01:41 PM
Chen Katy	President, APAC	Apr 29 '24	Option Exercise	0.00	55	0	1,288	May 01 04:30 PM
Chen Katy	President, APAC	Apr 30 '24	Sale	135.80	347	47,124	941	May 01 04:30 PM
Cunningham Doug	President, EMEA	May 01 '24	Sale	136.86	1,040	142,334	3,833	May 01 04:30 PM
Melucci Jeffrey P.	Chief Bus. & Transf. Officer	Apr 30 '24	Sale	135.53	13,714	1,858,621	19,935	Apr 30 05:20 PM
LONG ROBERT EDWARD	Chief R&D Officer	Apr 29 '24	Option Exercise	0.00	1,399	0	3,331	Apr 30 05:13 PM
Chen Katy	President, APAC	Apr 26 '24	Option Exercise	0.00	974	0	974	Apr 30 05:13 PM
Chen Katy	President, APAC	Apr 26 '24	Sale	135.24	454	61,399	520	Apr 30 05:13 PM
Urdaneta Nelson	Chief Financial Officer	Apr 26 '24	Option Exercise	0.00	7,171	0	10,992	Apr 29 06:14 PM
Uribe Gonzalo	President, Latin America	Apr 26 '24	Option Exercise	0.00	867	0	9,546	Apr 29 06:13 PM
Torres Russell	President, KCNA	Apr 26 '24	Option Exercise	0.00	2,602	0	33,291	Apr 29 06:13 PM
Ramos Paula	Chief Strategy Officer	Apr 26 '24	Option Exercise	0.00	867	0	1,662	Apr 29 06:13 PM
Melucci Jeffrey P.	Chief Bus. & Transf. Officer	Apr 26 '24	Option Exercise	0.00	1,908	0	40,791	Apr 29 06:13 PM
Melucci Jeffrey P.	Chief Bus. & Transf. Officer	Apr 29 '24	Sale	135.59	6,390	866,444	33,649	Apr 29 06:13 PM
LONG ROBERT EDWARD	Chief R&D Officer	Apr 26 '24	Option Exercise	0.00	867	0	2,321	Apr 29 06:12 PM
LEWIS ALISON	Chief Growth Officer	Apr 26 '24	Option Exercise	0.00	1,387	0	18,908	Apr 29 06:12 PM
Karrmann Sandra R	Chief Human Resources Officer	Apr 26 '24	Option Exercise	0.00	1,084	0	13,378	Apr 29 06:12 PM
Hicks Zackery A	Chief Digital & Technology Off	Apr 26 '24	Option Exercise	0.00	2,602	0	2,602	Apr 29 06:11 PM
Fenske Tamera	Chief Supply Chain Officer	Apr 26 '24	Option Exercise	0.00	1,301	0	3,585	Apr 29 06:11 PM
Fenske Tamera	Chief Supply Chain Officer	Apr 29 '24	Sale	135.37	717	97,058	2,284	Apr 29 06:11 PM
Cunningham Doug	President, EMEA	Apr 26 '24	Option Exercise	0.00	1,040	0	1,040	Apr 29 06:10 PM
Hsu Michael D.	Chairman of the Board and CEO	Apr 26 '24	Option Exercise	0.00	9,368	0	182,746	Apr 29 06:10 PM
Abou-Oaf Ehab	President KCP	Apr 26 '24	Option Exercise	0.00	1,127	0	8,855	Apr 29 06:10 PM
Drexler Andrew	Vice President and Controller	Apr 26 '24	Option Exercise	0.00	1,707	0	11,226	Apr 29 06:10 PM
Uribe Gonzalo	President, Latin America	Apr 25 '24	Sale	136.91	1,465	200,574	8,679	Apr 25 02:41 PM
Ramos Paula	Chief Strategy Officer	Apr 24 '24	Option Exercise	132.63	10,178	1,349,908	10,973	Apr 24 04:00 PM
Ramos Paula	Chief Strategy Officer	Apr 24 '24	Sale	137.17	10,178	1,396,098	795	Apr 24 04:00 PM
Karrmann Sandra R	Chief Human Resources Officer	Apr 24 '24	Sale	137.25	6,288	863,031	12,294	Apr 24 03:59 PM
SMUCKER MARK T	Director	Jan 29 '24	Buy	120.98	827	100,051	827	Jan 30 11:25 AM
Wilkinson Tristram	President, APAC	Jan 26 '24	Option Exercise	107.51	3,720	399,920	20,949	Jan 26 04:58 PM
Wilkinson Tristram	President, APAC	Jan 26 '24	Sale	121.00	3,720	450,120	17,229	Jan 26 04:58 PM
Melucci Jeffrey P.	Chief Legal Officer	Nov 29 '23	Sale	121.71	3,000	365,130	25,169	Nov 29 10:51 AM
Fenske Tamera	Chief Supply Chain Officer	Oct 31 '23	Option Exercise	0.00	4,162	0	4,162	Nov 01 12:22 PM
Karrmann Sandra R	Chief Human Resources Officer	Oct 30 '23	Option Exercise	0.00	9,067	0	15,295	Oct 31 04:38 PM
Abou-Oaf Ehab	President KCP	Oct 29 '23	Option Exercise	0.00	1,243	0	7,728	Oct 30 06:27 PM
Hicks Zackery A	Chief Digital & Technology Off	Oct 25 '23	Sale	119.43	3,020	360,677	0	Oct 25 01:39 PM

Open in Screener

RBCAA

Republic Bancorp, Inc. (KY)

Sep 06 • 04:00PM ET

60.85

Dollar change -0.96
Percentage change -1.55	%

Financial • Banks - Regional • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

RBCAA Republic Bancorp, Inc. (KY) daily Stock Chart

Held by: VTI IWM AVUV VXF IWN BSVO DFAT SCHA DFAS VYM

Index	RUT	P/E	12.28	EPS (ttm)	4.96	Insider Own	58.08%	Shs Outstand	17.20M	Perf Week	-5.66%
Market Cap	1.17B	Forward P/E	12.24	EPS next Y	4.97	Insider Trans	-0.22%	Shs Float	8.07M	Perf Month	6.05%
Income	97.04M	PEG	1.23	EPS next Q	1.22	Inst Own	24.28%	Short Float	0.49%	Perf Quarter	20.21%
Sales	475.58M	P/S	2.46	EPS this Y	10.17%	Inst Trans	-3.65%	Short Ratio	2.27	Perf Half Y	23.58%
Book/sh	49.69	P/B	1.22	EPS next Y	-2.36%	ROA	1.49%	Short Interest	0.04M	Perf Year	37.36%
Cash/sh	-	P/C	-	EPS next 5Y	10.00%	ROE	10.53%	52W Range	42.42 - 69.00	Perf YTD	10.32%
Dividend Est.	-	P/FCF	10.54	EPS past 5Y	4.24%	ROI	7.15%	52W High	-11.81%	Beta	0.54
Dividend TTM	1.56 (2.57%)	Quick Ratio	-	Sales past 5Y	6.78%	Gross Margin	-	52W Low	43.45%	ATR (14)	1.84
Dividend Ex-Date	Sep 20, 2024	Current Ratio	0.12	EPS Y/Y TTM	11.61%	Oper. Margin	25.53%	RSI (14)	48.92	Volatility	2.17% 2.41%
Employees	1028	Debt/Eq	0.50	Sales Y/Y TTM	25.59%	Profit Margin	20.40%	Recom	1.00	Target Price	69.00
Option/Short	Yes / Yes	LT Debt/Eq	0.42	EPS Q/Q	21.99%	Payout	32.57%	Rel Volume	0.77	Prev Close	61.81
Sales Surprise	2.12%	EPS Surprise	-2.26%	Sales Q/Q	17.81%	Earnings	Jul 19 BMO	Avg Volume	17.42K	Price	60.85
SMA20	0.25%	SMA50	2.06%	SMA200	15.04%	Trades		Volume	13,335	Change	-1.55%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-04-24	Resumed	Hovde Group	Outperform
Jul-25-22	Downgrade	Piper Sandler	Overweight → Neutral
Mar-14-22	Initiated	Piper Sandler	Overweight
Dec-08-21	Downgrade	Hovde Group	Outperform → Market Perform
Feb-08-21	Upgrade	Hovde Group	Market Perform → Outperform	$38 → $46
Jan-29-19	Reiterated	Hovde Group	Market Perform	$41 → $44.50
Oct-04-17	Downgrade	Hovde Group	Outperform → Market Perform	$39 → $41
Mar-29-17	Upgrade	Hovde Group	Market Perform → Outperform	$39
Dec-02-16	Initiated	Hovde Group	Market Perform	$39
May-23-12	Upgrade	Hilliard Lyons	Neutral → Buy	$27
Oct-20-08	Upgrade	Hilliard Lyons	Underperform → Buy	$29
Oct-02-07	Upgrade	Hilliard Lyons	Neutral → Buy	$21

Show Previous Ratings

Sep-03-24 03:00PM	Insider Sale at Republic Bancorp Inc (RBCAA): EVP, General Counsel Christy Ames Sells 1,715 Shares (GuruFocus.com)
Jul-19-24 08:17AM	Republic Bancorp: Q2 Earnings Snapshot (Associated Press Finance)
08:00AM	Republic Bancorp, Inc. Reports Second Quarter 2024 Net Income of $25.2 Million (Business Wire)
Jul-17-24 04:00PM	Republic Bancorp, Inc. Declares Common Stock Dividends (Business Wire)
May-15-24 04:00PM	Republic Bancorp, Inc. Declares Common Stock Dividends (Business Wire)
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Apr-29-24 08:30AM	Republic Bancorp, Inc. and Republic Bank & Trust Company Appoint Two New Directors to Their Boards (Business Wire)
Apr-27-24 05:31AM	Republic Bancorp Inc (RBCAA) Surpasses Analyst Earnings Estimates in Q1 2024 (GuruFocus.com)
Apr-25-24 01:53PM	RBCAA Stock Earnings: Republic Bancorp Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
08:23AM	Republic Bancorp: Q1 Earnings Snapshot (Associated Press Finance)
08:00AM	Republic Bancorp, Inc. Reports First Quarter 2024 Net Income of $30.6 Million (Business Wire)
Mar-27-24 09:33AM	Republic Bank Named One of the Best-Performing Large Community Banks in the U.S. by S&P Global Market Intelligence (Business Wire)
Mar-05-24 09:30AM	Republic Bank named to Newsweeks Americas Best Regional Banks and Credit Unions 2024 (Business Wire)
Jan-26-24 08:38AM	Republic Bancorp Inc (RBCAA) Reports Growth Amidst Economic Challenges (GuruFocus.com)
08:22AM	Republic Bancorp: Q4 Earnings Snapshot (Associated Press Finance)
08:00AM	Republic Bancorp, Inc. Reports Fourth Quarter 2023 Net Income of $19.7 Million (Business Wire)
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Jan-24-24 04:00PM	Republic Bancorp, Inc. Increases its Common Stock Cash Dividends Paid for the 26th Consecutive Year (Business Wire)
Dec-19-23 10:51AM	RBCAA Stock Earnings: Republic Bancorp Beats EPS, Beats Revenue for Q3 2023 (InvestorPlace)
Nov-15-23 04:00PM	Republic Bancorp, Inc. Declares Common Stock Dividends (Business Wire)
Oct-25-23 12:03PM	Republic Bank Recognized as a Best Online Lender by Newsweek (Business Wire)
Oct-20-23 09:32AM	Republic Bancorp Inc (RBCAA) Reports Q3 2023 Net Income of $21. ... (GuruFocus.com)
08:11AM	Republic Bancorp: Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	Republic Bancorp, Inc. Reports Third Quarter 2023 Net Income of $21.6 Million (Business Wire)
Jul-21-23 09:25AM	Republic Bancorp (RBCAA) Misses Q2 Earnings Estimates (Zacks)
08:11AM	Republic Bancorp: Q2 Earnings Snapshot (Associated Press Finance)
08:00AM	Republic Bancorp, Inc. Reports Second Quarter 2023 Net Income of $21.1 Million (Business Wire)
Jul-19-23 04:00PM	Republic Bancorp, Inc. Declares Common Stock Dividends (Business Wire)
Jul-17-23 12:45PM	Here is Why Growth Investors Should Buy Republic Bancorp (RBCAA) Now (Zacks)
Jul-14-23 09:40AM	Is Republic Bancorp (RBCAA) Stock Undervalued Right Now? (Zacks)
Jul-05-23 10:40AM	Republic Bank Completes Merger With Commercial Industrial Finance, Rebrands Division as Republic Bank Finance (Business Wire)
Jun-30-23 01:30PM	Investors in Republic Bancorp (NASDAQ:RBCA.A) have seen respectable returns of 51% over the past three years (Simply Wall St.)
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12:45PM	3 Reasons Why Growth Investors Shouldn't Overlook Republic Bancorp (RBCAA) (Zacks)
May-17-23 04:00PM	Republic Bancorp, Inc. Declares Common Stock Dividends (Business Wire)
Apr-24-23 10:00AM	Republic Bank Appoints Vidya Ravichandran to Board of Directors (Business Wire)
Apr-21-23 06:45AM	Republic Bancorp, Inc.'s (NASDAQ:RBCA.A) largest shareholders are private companies with 50% ownership, institutions own 26% (Simply Wall St.)
Apr-20-23 09:25AM	Republic Bancorp (RBCAA) Q1 Earnings and Revenues Lag Estimates (Zacks)
08:13AM	Republic Bancorp: Q1 Earnings Snapshot (AP Finance)
08:00AM	Republic Bancorp, Inc. Reports First Quarter 2023 Net Income of $28.1 Million (Business Wire)
Apr-04-23 08:00AM	Leaf Home Welcomes Accomplished Human Resources Executive Ernest Marshall to its Board of Directors (PR Newswire)
Mar-27-23 12:43PM	Republic Bank Continues Growth in Greater Cincinnati Area with Opening of New Banking Center in Bellevue in Campbell County (Business Wire)
Mar-15-23 05:15PM	Republic Bank Completes Acquisition of CBank (Business Wire)
Mar-11-23 08:01AM	Republic Bancorp, Inc. (NASDAQ:RBCA.A) Passed Our Checks, And It's About To Pay A US$0.37 Dividend (Simply Wall St.)
Mar-09-23 09:40AM	Should Value Investors Buy Republic Bancorp (RBCAA) Stock? (Zacks)
Mar-01-23 04:21PM	Republic Bank Partners with Nest Egg to Bring Investment Planning and Management to the Banks Clients (Business Wire)
Feb-21-23 09:40AM	Are Investors Undervaluing Republic Bancorp (RBCAA) Right Now? (Zacks)
Feb-19-23 07:30AM	Republic Bancorp (NASDAQ:RBCA.A) Is Paying Out A Larger Dividend Than Last Year (Simply Wall St.)
Feb-02-23 09:40AM	Is Republic Bancorp (RBCAA) Stock Undervalued Right Now? (Zacks)
05:30AM	Analysts' Revenue Estimates For Republic Bancorp, Inc. (NASDAQ:RBCA.A) Are Surging Higher (Simply Wall St.)
Feb-01-23 05:27AM	Republic Bancorp (NASDAQ:RBCA.A) Has Announced That It Will Be Increasing Its Dividend To $0.374 (Simply Wall St.)
Jan-28-23 07:04AM	Republic Bancorp Full Year 2022 Earnings: Beats Expectations (Simply Wall St.)
Jan-27-23 09:35AM	Republic Bancorp (RBCAA) Q4 Earnings and Revenues Surpass Estimates (Zacks)
08:30AM	Republic Bancorp, Inc. Increases its Common Stock Cash Dividends Paid for the 25th Consecutive Year (Business Wire)
08:00AM	Republic Bancorp, Inc. Reports Fourth Quarter 2022 Net Income of $18.5 Million, an 8% increase over the Fourth Quarter of 2021 (Business Wire)
Jan-26-23 10:15AM	Bank7 (BSVN) Q4 Earnings Lag Estimates (Zacks)
Jan-25-23 06:55PM	Customers Bancorp (CUBI) Q4 Earnings and Revenues Miss Estimates (Zacks)
Jan-21-23 07:24AM	Investors in Republic Bancorp (NASDAQ:RBCA.A) have unfortunately lost 10% over the last year (Simply Wall St.)
Jan-20-23 07:25AM	Regions Financial (RF) Beats Q4 Earnings and Revenue Estimates (Zacks)
Jan-19-23 07:11AM	Are Options Traders Betting on a Big Move in Republic Bancorp (RBCAA) Stock? (Zacks)
Jan-11-23 02:16PM	EXCLUSIVE: Republic Bank creates multicultural banking division, hires SVP (American City Business Journals)
Jan-03-23 12:00PM	Republic Bancorp (RBCAA) Upgraded to Buy: Here's Why (Zacks)
09:40AM	Is Republic Bancorp (RBCAA) a Great Value Stock Right Now? (Zacks)
Dec-11-22 08:30AM	Republic Bancorp (NASDAQ:RBCA.A) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.)
Nov-16-22 03:00PM	Republic Bancorp, Inc. Declares Common Stock Dividends (Business Wire)
Oct-27-22 10:10AM	Republic Bank to purchase CBank, paying $51M to shareholders (American City Business Journals)
09:20AM	Cincinnati-based CBank to be acquired by Republic Bancorp (American City Business Journals)
09:00AM	Republic Bank Expands its Cincinnati Footprint with the Acquisition of CBank (Business Wire)
Oct-25-22 12:20PM	Will Republic Bancorp (RBCAA) Gain on Rising Earnings Estimates? (Zacks)
Oct-21-22 09:15AM	Republic Bancorp (RBCAA) Q3 Earnings and Revenues Surpass Estimates (Zacks)
08:00AM	Republic Bancorp, Inc. Reports Third Quarter Net Income of $19.5 Million (Business Wire)
Oct-12-22 08:46AM	Republic Bancorp, Inc.'s (NASDAQ:RBCA.A) top owners are private companies with 50% stake, while28% is held by institutions (Simply Wall St.)
Sep-29-22 12:00PM	Republic Bancorp (RBCAA) Upgraded to Buy: Here's Why (Zacks)
Sep-20-22 09:00AM	Republic Bank Earns National Award Recognizing Leadership in Community and Economic Development (Business Wire)
Jul-22-22 09:15AM	Republic Bancorp (RBCAA) Q2 Earnings and Revenues Surpass Estimates (Zacks)
08:00AM	Republic Bancorp, Inc. Reports Second Quarter Net Income of $23.9 Million (Business Wire)
Jul-20-22 03:00PM	Republic Bancorp, Inc. Declares Common Stock Dividends (Business Wire)
Jul-19-22 10:01AM	Trustmark (TRMK) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release (Zacks)
08:37AM	Republic Bancorp's (NASDAQ:RBCA.A) investors will be pleased with their respectable 57% return over the last five years (Simply Wall St.)
Jul-15-22 10:00AM	Republic Bancorp (RBCAA) to Report Q2 Results: Wall Street Expects Earnings Growth (Zacks)
Jun-13-22 10:49AM	Republic Bancorp Appoints Two New Directors to its Board (Business Wire)
Jun-09-22 12:58PM	Republic Bank adds execs from Humana, Yum to its board of directors (American City Business Journals)
May-18-22 03:00PM	Republic Bancorp, Inc. Declares Common Stock Dividends (Business Wire)
May-05-22 07:17AM	Is Republic Bancorp, Inc. (NASDAQ:RBCA.A) Popular Amongst Institutions? (Simply Wall St.)
07:13AM	Market caps slip this year for Louisville public companies (American City Business Journals)
Apr-21-22 08:00AM	Republic Bancorp, Inc.s First Quarter Net Income Increases 7% to $27.9 Million With Strong EPS of $1.40, ROA of 1.74%, and ROE of 13.19% (Business Wire)
Apr-19-22 06:15PM	South Atlantic Bancshares, Inc. (SABK) Surpasses Q1 Earnings Estimates (Zacks)
Apr-08-22 10:41AM	How two entrepreneurs are making use of a Republic Bank's Community Loan Fund (American City Business Journals)
Mar-08-22 07:14AM	Republic Bank launches new CRE division, hires key executive (American City Business Journals)
Jan-28-22 08:00AM	Republic Bancorp, Inc. Finishes 2021 with Fourth Quarter Net Income of $16.8 Million and Full Year Net Income of $86.8 Million (Business Wire)
Jan-26-22 03:00PM	Republic Bancorp, Inc. Increases Its Common Stock Cash Dividends Paid for the 24th Consecutive Year (Business Wire)
Jan-07-22 01:38PM	Valeo Financial Advisors, LLC Buys Vanguard S&P 500 ETF, Vanguard Intermediate-Term ... (GuruFocus.com)
Dec-11-21 06:50AM	Republic Bancorp, Inc. (NASDAQ:RBCA.A) Passed Our Checks, And It's About To Pay A US$0.31 Dividend (Simply Wall St.)
Nov-17-21 03:00PM	Republic Bancorp, Inc. Declares Common Stock Dividends (Business Wire)
Nov-11-21 09:49AM	Do Republic Bancorp's (NASDAQ:RBCA.A) Earnings Warrant Your Attention? (Simply Wall St.)
Oct-27-21 09:00AM	Republic Bank Directors Recognized as 2021 Most Influential Black Corporate Directors (Business Wire)
Oct-22-21 08:00AM	Republic Bancorp, Inc. Reports 7% Increase in Third Quarter Net Income from Continuing Operations (Business Wire)
Oct-15-21 03:08PM	Republic Bank Named a Best Bank in America by Newsweek (Business Wire)
Sep-15-21 02:30PM	Republic Bank & Trust Company Announces CEO Transition and Director Appointment (Business Wire)
Jul-23-21 08:00AM	Republic Bancorp, Inc. Reports 51% Increase in Second Quarter Net Income (Business Wire)
Jul-21-21 03:00PM	Republic Bancorp, Inc. Declares Common Stock Dividends (Business Wire)
Jul-15-21 08:24AM	Do Institutions Own Republic Bancorp, Inc. (NASDAQ:RBCA.A) Shares? (Simply Wall St.)
Jul-06-21 08:00AM	Republic Bank Hires Jeff Starke as Chief Information Officer (Business Wire)

Republic Bancorp, Inc.is a financial holding company. Its services include personal, business, mortgages, lending, treasury management, and private banking. It operates through the following business segments: Traditional Banking, Warehouse Lending, Mortgage Banking, Tax Refund Solutions, and Republic Credit Solutions. The Traditional Banking segment encompasses MemoryBank, private banking, treasury management services, internet banking, other banking services, and bank acquisitions. The Warehouse Lending segment provides short-term revolving credit facilities to mortgage bankers. The Mortgage Banking segment includes 15-, 20- and 30-year fixed-term single-family, first-lien residential real estate loans. The Tax Refund Solutions segment facilitates the receipt and payment of federal and state tax refund products and offers a credit product through third-party tax. The Republic Credit Solutions segment offers general-purpose-reloadable prepaid cards through third-party service providers. The company was founded by Bernard M. Trager in 1974 and is headquartered in Louisville, KY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ames Christy	EVP, GENERAL COUNSEL	Aug 30 '24	Sale	63.72	1,715	109,280	4,240	Sep 03 11:04 AM
Christy Ames	Officer	Aug 30 '24	Proposed Sale	63.72	1,715	109,280		Aug 30 12:52 PM
Montano Juan	EVP, CHIEF MTG BANKING OFFICER	Aug 28 '24	Sale	63.37	2,750	174,267	8,558	Aug 29 12:43 PM
Montano Juan	Officer	Aug 23 '24	Proposed Sale	65.15	2,750	179,162		Aug 23 01:08 PM
Rippy John T	EVP, CHIEF RISK OFFICER	Jul 29 '24	Option Exercise	35.92	1,500	53,880	24,683	Jul 30 03:50 PM
Feaster David P	Director	Jul 24 '24	Sale	65.91	789	52,002	5,487	Jul 26 03:33 PM
Powell Anthony T	EVP, CHIEF LENDING OFFICER	Jul 24 '24	Sale	65.78	4,000	263,104	21,715	Jul 26 03:23 PM
SIPES KEVIN D	EVP & CHIEF FINANCIAL OFFICER	Jul 24 '24	Sale	65.07	10,074	655,526	70,086	Jul 26 03:17 PM
DeWeese Steven E	EVP, MG DIR COMM & PRIV BANK	Jul 24 '24	Sale	66.00	1,115	73,590	31,664	Jul 26 10:47 AM
Bryant Pedro A	EVP, SR BUS DEVELOPMENT EXEC	Jul 24 '24	Sale	65.61	2,500	164,014	1,425	Jul 25 12:15 PM
Bryant Pedro A	EVP, SR BUS DEVELOPMENT EXEC	Jul 19 '24	Option Exercise	30.41	2,500	76,025	3,925	Jul 23 12:11 PM
Wendler Margaret S	EVP & CHIEF HR OFFICER	May 21 '24	Option Exercise	32.01	1,500	48,015	13,727	May 23 02:28 PM
SIPES KEVIN D	EVP & CHIEF FINANCIAL OFFICER	Mar 29 '24	Option Exercise	35.92	1,500	53,880	81,717	Apr 02 01:57 PM
Ames Christy	EVP, GENERAL COUNSEL	Mar 31 '24	Option Exercise	32.01	1,500	48,015	6,757	Apr 02 01:40 PM
Trager Kusman Andrew	Director	Mar 22 '24	Option Exercise	40.00	2,000	80,000	1,757	Mar 26 11:27 AM
Feaster David P	Director	Mar 15 '24	Sale	47.50	790	37,525	5,484	Mar 19 12:45 PM
Rust Michael T	Director	Mar 14 '24	Sale	47.43	1,400	66,399	20,772	Mar 18 10:10 AM
Nelson William R	PRESIDENT, RPG	Mar 10 '24	Option Exercise	35.92	1,500	53,880	29,976	Mar 12 03:51 PM
Powell Anthony T	EVP, CHIEF LENDING OFFICER	Jan 01 '24	Option Exercise	36.29	5,000	181,450	29,320	Jan 03 03:56 PM
PICHEL LOGAN	PRESIDENT & CEO, REPUBLIC BANK	Jan 01 '24	Option Exercise	33.53	107,252	3,596,517	126,571	Jan 03 03:44 PM
SIPES KEVIN D	EVP & CHIEF FINANCIAL OFFICER	Jan 01 '24	Option Exercise	36.29	5,000	181,450	83,680	Jan 03 03:42 PM
Rippy John T	EVP, CHIEF RISK OFFICER	Jan 01 '24	Option Exercise	36.29	5,000	181,450	27,024	Jan 03 03:39 PM
Nelson William R	PRESIDENT, RPG	Jan 01 '24	Option Exercise	36.29	5,000	181,450	32,444	Jan 03 03:08 PM
Montano Juan	EVP, CHIEF MTG BANKING OFFICER	Nov 14 '23	Sale	46.38	5,500	255,087	10,821	Nov 15 01:46 PM
Ames Christy	EVP, GENERAL COUNSEL	Nov 02 '23	Sale	45.74	1,000	45,740	4,754	Nov 06 12:16 PM
DeWeese Steven E	EVP, MG DIR COMM & PRIV BANK	Nov 03 '23	Sale	46.55	257	11,963	31,921	Nov 06 10:36 AM
DeWeese Steven E	EVP, MG DIR COMM & PRIV BANK	Nov 02 '23	Sale	45.50	200	9,100	32,178	Nov 06 10:36 AM
Trager Kusman Andrew	Director	Oct 12 '23	Option Exercise	44.08	1,000	44,080	1,606	Oct 13 04:55 PM

Open in Screener

BOH

Bank of Hawaii Corp.

Sep 06 • 04:00PM ET

64.23

Dollar change -0.76
Percentage change -1.17	%

Financial • Banks - Regional • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

BOH Bank of Hawaii Corp. daily Stock Chart

Held by: IJR VTI VB SCHD IWM VBR VXF AVUV KRE IWN

Index	RUT	P/E	18.02	EPS (ttm)	3.56	Insider Own	1.95%	Shs Outstand	39.75M	Perf Week	-4.25%
Market Cap	2.55B	Forward P/E	18.13	EPS next Y	3.54	Insider Trans	-0.30%	Shs Float	38.95M	Perf Month	-1.18%
Income	140.90M	PEG	2.00	EPS next Q	0.83	Inst Own	80.56%	Short Float	11.86%	Perf Quarter	12.45%
Sales	1.02B	P/S	2.50	EPS this Y	-22.56%	Inst Trans	-0.53%	Short Ratio	14.03	Perf Half Y	1.65%
Book/sh	31.91	P/B	2.01	EPS next Y	3.26%	ROA	0.62%	Short Interest	4.62M	Perf Year	26.71%
Cash/sh	-	P/C	-	EPS next 5Y	9.00%	ROE	10.01%	52W Range	45.56 - 75.19	Perf YTD	-11.36%
Dividend Est.	2.80 (4.36%)	P/FCF	17.83	EPS past 5Y	-4.55%	ROI	5.95%	52W High	-14.58%	Beta	1.04
Dividend TTM	2.80 (4.36%)	Quick Ratio	-	Sales past 5Y	7.64%	Gross Margin	-	52W Low	40.99%	ATR (14)	1.85
Dividend Ex-Date	Aug 30, 2024	Current Ratio	0.08	EPS Y/Y TTM	-29.18%	Oper. Margin	19.06%	RSI (14)	45.24	Volatility	2.20% 2.57%
Employees	1899	Debt/Eq	0.47	Sales Y/Y TTM	16.06%	Profit Margin	13.82%	Recom	4.14	Target Price	57.83
Option/Short	Yes / Yes	LT Debt/Eq	0.47	EPS Q/Q	-27.72%	Payout	67.60%	Rel Volume	0.68	Prev Close	64.99
Sales Surprise	-0.19%	EPS Surprise	-6.82%	Sales Q/Q	4.41%	Earnings	Jul 22 BMO	Avg Volume	329.40K	Price	64.23
SMA20	-2.01%	SMA50	0.22%	SMA200	3.16%	Trades		Volume	223,243	Change	-1.17%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-12-24	Downgrade	Piper Sandler	Neutral → Underweight	$70 → $61
Mar-08-24	Initiated	Barclays	Underweight	$51
Jul-25-23	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$47
Jun-07-23	Initiated	Odeon	Sell	$31
Jan-24-23	Downgrade	Compass Point	Buy → Neutral	$71
Jun-10-20	Resumed	Piper Sandler	Neutral
Apr-21-20	Upgrade	Compass Point	Neutral → Buy	$68
Jan-02-18	Reiterated	Barclays	Equal Weight	$85 → $92
Dec-18-17	Upgrade	Compass Point	Neutral → Buy
Jul-25-17	Reiterated	Barclays	Equal Weight	$81 → $85
Oct-25-16	Reiterated	Barclays	Equal Weight	$71 → $73
Aug-11-16	Initiated	Compass Point	Neutral	$69
Jul-26-16	Reiterated	RBC Capital Mkts	Sector Perform	$68 → $72
Jul-26-16	Reiterated	DA Davidson	Neutral	$70 → $72
Jul-08-16	Initiated	Piper Jaffray	Neutral	$70
Jan-26-16	Reiterated	RBC Capital Mkts	Sector Perform	$69 → $63
Apr-22-15	Downgrade	Barclays	Overweight → Equal Weight	$65 → $63
Apr-21-15	Downgrade	DA Davidson	Buy → Neutral
Jul-29-14	Upgrade	DA Davidson	Neutral → Buy	$62 → $65
Apr-09-14	Reiterated	Barclays	Overweight	$63 → $67

Show Previous Ratings

Sep-05-24 08:36AM	Implied Volatility Surging for Bank of Hawaii (BOH) Stock Options (Zacks)
Sep-03-24 04:45PM	Bank of Hawaii Becomes New Fund Sponsor for Hawaiian Tax-Free Trust, Hawaiis First Municipal Bond Fund (Business Wire)
Aug-24-24 04:37PM	Is Mueller Industries, Inc. (MLI) the Best Stock to Buy from Mario Gabelli's Stock Portfolio? (Insider Monkey)
Aug-21-24 11:30AM	Why Is Bank of Hawaii (BOH) Down 6.3% Since Last Earnings Report? (Zacks)
Jul-23-24 09:43AM	Bank of Hawaii (BOH) Q2 Earnings Top Estimates, Expenses Up (Zacks)
04:21AM	Loading…
04:21AM	Q2 2024 Bank of Hawaii Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-22-24 10:00AM	Here's What Key Metrics Tell Us About Bank of Hawaii (BOH) Q2 Earnings (Zacks)
08:05AM	Bank of Hawaii (BOH) Q2 Earnings Surpass Estimates (Zacks)
07:11AM	Bank Of Hawaii Q2 Profit Declines, Misses Estimates (RTT News)
07:02AM	Bank of Hawaii: Q2 Earnings Snapshot (Associated Press Finance)
06:45AM	Bank of Hawaii Corporation Second Quarter 2024 Financial Results (Business Wire)
Jul-19-24 02:36PM	Bank of Hawaii Promotes James C. Polk to President; Appoints Matthew K.M. Emerson Chief Retail Banking Officer (Business Wire)
Jul-15-24 10:00AM	Analysts Estimate Bank of Hawaii (BOH) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-08-24 07:36PM	Bank of Hawai'i Corporation Conference Call to Discuss Second Quarter 2024 Financial Results and Board Declares Quarterly Preferred Stock Dividends (Business Wire)
Jun-25-24 01:43PM	3 Russell 2000 Stocks to Buy on the Dip: June 2024 (InvestorPlace)
11:31AM	Loading…
Jun-21-24 11:31AM	Bank of Hawaii (BOH) Eyes Capital Raise Amid Bond Losses (Zacks)
Jun-20-24 07:14PM	Bank of Hawaii, hit by unrealized bond losses, eyes capital raise (American Banker)
Jun-18-24 06:22PM	Bank of Hawai'i Corporation Announces Pricing of $165 Million Depositary Shares Offering (Business Wire)
May-22-24 11:30AM	Why Is Bank of Hawaii (BOH) Up 1% Since Last Earnings Report? (Zacks)
May-11-24 03:04PM	11 Best Dividend Paying Debt Free Stocks to Buy (Insider Monkey)
Apr-23-24 12:26PM	Bank of Hawaii (BOH) Q1 Earnings Miss, Expenses Fall Y/Y (Zacks)
08:22AM	Bank of Hawaii Corporation (NYSE:BOH) Q1 2024 Earnings Call Transcript (Insider Monkey)
06:51AM	Q1 2024 Bank of Hawaii Corp Earnings Call (Thomson Reuters StreetEvents)
Apr-22-24 10:52AM	BOH Stock Earnings: Bank of Hawaii Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
09:30AM	Bank of Hawaii (BOH) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:55AM	Bank of Hawaii (BOH) Q1 Earnings and Revenues Miss Estimates (Zacks)
06:53AM	Bank of Hawaii: Q1 Earnings Snapshot (Associated Press Finance)
06:45AM	Bank of Hawaii Corporation First Quarter 2024 Financial Results (Business Wire)
Apr-17-24 09:15AM	Curious about Bank of Hawaii (BOH) Q1 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Apr-15-24 10:00AM	Earnings Preview: Bank of Hawaii (BOH) Q1 Earnings Expected to Decline (Zacks)
06:10PM	Loading…
Apr-05-24 06:10PM	Bank of Hawai'i Corporation Conference Call to Discuss First Quarter 2024 Financial Results and Board Declares Quarterly Dividend for Preferred Stock (Business Wire)
Apr-04-24 07:38AM	Bank of Hawaii Corporation (BOH) Benefitted From Q4's Positive Environment (Insider Monkey)
06:23AM	Should You Hold Your Short Position in WD-40 Company (WDFC)? (Insider Monkey)
Mar-28-24 04:18PM	Bares Capital's Top 12 Stock Picks (Insider Monkey)
Feb-20-24 06:45AM	7 Regional Bank Stocks Feeling the Heat as Rate Cut Hopes Dim (InvestorPlace)
Jan-25-24 08:31AM	Bank of Hawaii Corporation (NYSE:BOH) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-23-24 10:31AM	Bank of Hawaii (BOH) Q4 Earnings Miss Estimates, NII Falls Y/Y (Zacks) -5.37%
Jan-22-24 01:01PM	Bank of Hawaii Corp Reports Dip in Annual Earnings Amid Economic Headwinds (GuruFocus.com)
12:36PM	Tesla earnings, PCE inflation data: What to Watch This Week (Yahoo Finance Video)
09:30AM	Bank of Hawaii (BOH) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
08:05AM	Bank of Hawaii (BOH) Q4 Earnings and Revenues Lag Estimates (Zacks)
07:10AM	Bank of Hawaii: Q4 Earnings Snapshot (Associated Press Finance)
07:10AM	Bank Of Hawaii Q4 Profit Halves, Misses Estimates (RTT News)
06:45AM	Bank of Hawaii Corporation Fourth Quarter 2023 Financial Results (Business Wire)
Jan-19-24 04:19PM	Tesla, Netflix earnings, econ. data: What to Watch Next Week (Yahoo Finance Video)
Jan-17-24 01:27PM	Exploring Analyst Estimates for Bank of Hawaii (BOH) Q4 Earnings, Beyond Revenue and EPS (Zacks)
Jan-15-24 10:00AM	Earnings Preview: Bank of Hawaii (BOH) Q4 Earnings Expected to Decline (Zacks)
Jan-05-24 05:02PM	Bank of Hawaii Corporation Conference Call to Discuss Fourth Quarter 2023 Financial Results and Board Declares Quarterly Dividend for Preferred Stock (Business Wire)
Dec-24-23 01:08PM	7 Short-Squeeze Stocks That Are Screaming for Speculation (InvestorPlace)
Dec-21-23 07:39PM	What Makes Bank of Hawaii Corporation (BOH) a Good Short Position? (Insider Monkey)
Dec-15-23 08:58AM	Strength Seen in Bank of Hawaii (BOH): Can Its 5.6% Jump Turn into More Strength? (Zacks)
Nov-22-23 11:30AM	Why Is Bank of Hawaii (BOH) Up 14.9% Since Last Earnings Report? (Zacks)
Nov-07-23 10:24AM	Organic Growth Aids Bank of Hawaii (BOH) Despite High Costs (Zacks)
Nov-01-23 02:36PM	As Maui reopens, Hawaii's leading banks brace for post-fire challenges (American Banker)
Oct-24-23 09:44AM	Bank of Hawaii (BOH) Stock Gains 4.6% on Q3 Earnings Beat (Zacks)
09:29AM	Company News for Oct 24, 2023 (Zacks)
08:26AM	Bank of Hawaii Corporation (NYSE:BOH) Q3 2023 Earnings Call Transcript (Insider Monkey)
03:37AM	Q3 2023 Bank of Hawaii Corp Earnings Call (Thomson Reuters StreetEvents)
Oct-23-23 02:41PM	Bank of Hawaii Corp (BOH) Q3 2023 Earnings: Solid Performance Despite Challenges (GuruFocus.com)
09:30AM	Bank of Hawaii (BOH) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
08:05AM	Bank of Hawaii (BOH) Beats Q3 Earnings and Revenue Estimates (Zacks)
06:54AM	Bank of Hawaii: Q3 Earnings Snapshot (Associated Press Finance)
06:45AM	Bank of Hawaii Corporation Third Quarter 2023 Financial Results (Business Wire)
Oct-16-23 10:00AM	Analysts Estimate Bank of Hawaii (BOH) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-05-23 05:22PM	Bank of Hawaii Corporation Conference Call to Discuss Third Quarter 2023 Financial Results and Board Declares Quarterly Dividend for Preferred Stock (Business Wire)
Oct-03-23 08:35PM	Why These 3 Stocks Might Not Survive the Next Downturn (InvestorPlace)
Sep-19-23 10:31AM	Organic Growth Supports Bank of Hawaii (BOH), High Costs Ail (Zacks)
Aug-23-23 11:30AM	Bank of Hawaii (BOH) Down 5.1% Since Last Earnings Report: Can It Rebound? (Zacks)
Aug-14-23 10:07AM	3 Short-Squeeze Stocks to Buy With Millionaire-Maker Potential (InvestorPlace)
Jul-31-23 11:29AM	Looking for a Bargain? 3 Bank Stocks to Buy That Are Down At Least 25% in 2023 (InvestorPlace)
Jul-27-23 06:04AM	Bank of Hawaii (NYSE:BOH) Is Paying Out A Dividend Of $0.70 (Simply Wall St.)
Jul-26-23 08:36AM	Bank of Hawaii Corporation (NYSE:BOH) Q2 2023 Earnings Call Transcript (Insider Monkey)
Jul-25-23 10:02AM	Bank of Hawaii (BOH) Stock Rises 6.6% on Q2 Earnings Beat (Zacks)
03:49AM	Q2 2023 Bank of Hawaii Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-24-23 05:21PM	FDIC Scolds Banks for Manipulating Deposit Data (The Wall Street Journal) +6.56%
04:57PM	Bank Stocks Rise After Last Week's Earnings Rally (The Wall Street Journal)
09:30AM	Compared to Estimates, Bank of Hawaii (BOH) Q2 Earnings: A Look at Key Metrics (Zacks)
08:05AM	Bank of Hawaii (BOH) Beats Q2 Earnings Estimates (Zacks)
06:58AM	Bank of Hawaii: Q2 Earnings Snapshot (AP Finance)
Jul-17-23 10:00AM	Analysts Estimate Bank of Hawaii (BOH) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-10-23 05:09PM	3 Cheap Bank Stocks to Buy Before They Bounce Back (InvestorPlace)
10:52AM	Is Bank of Hawaii (BOH) Worth a Look on 6.68% Dividend Yield? (Zacks)
Jul-07-23 05:26PM	Bank of Hawaii Corporation Conference Call to Discuss Second Quarter 2023 Financial Results and Board Declares Quarterly Dividend for Preferred Stock (Business Wire)
Jul-01-23 08:58AM	Shareholders in Bank of Hawaii (NYSE:BOH) are in the red if they invested five years ago (Simply Wall St.)
Jun-29-23 01:20PM	High Costs, Geographic Concentration Hurt Bank of Hawaii (BOH) (Zacks)
Jun-21-23 08:00PM	BOH: Lowering target price to $47.00 (Argus Research)
Jun-04-23 08:07AM	Bank of Hawaii Independent Director Acquires 14% More Stock \ (Simply Wall St.)
Jun-02-23 04:30PM	Suzanne P. Vares-Lum Elected to Bank of Hawaii Corporation Board of Directors (Business Wire) +8.47%
06:56AM	Daily Vickers Top Buyers & Sellers for 06/02/2023 (Argus Research)
May-31-23 08:05AM	3 Financial Services Stocks to Avoid Like the Plague (InvestorPlace)
May-25-23 06:05PM	Knife River Set to Join S&P MidCap 400; Bank of Hawaii to Join S&P SmallCap 600 (PR Newswire)
May-04-23 06:02AM	Trade Alert: The Independent Director Of Bank of Hawaii Corporation (NYSE:BOH), Alicia Moy, Has Just Spent US$201k Buying 67% More Shares (Simply Wall St.) -9.26%
Apr-27-23 06:28AM	Bank of Hawaii (NYSE:BOH) Is Due To Pay A Dividend Of $0.70 (Simply Wall St.)
Apr-26-23 08:00PM	BOH: Lowering target price to $49.00 (Argus Research)
Apr-25-23 11:06AM	Bank of Hawaii (BOH) Q1 Earnings Miss, Up 1.7% on Loan Growth (Zacks)
06:19AM	Q1 2023 Bank of Hawaii Corp Earnings Call (Thomson Reuters StreetEvents)
Apr-24-23 09:30AM	Here's What Key Metrics Tell Us About Bank of Hawaii (BOH) Q1 Earnings (Zacks)
08:05AM	Bank of Hawaii (BOH) Q1 Earnings and Revenues Miss Estimates (Zacks)
06:54AM	Bank of Hawaii: Q1 Earnings Snapshot (AP Finance)
06:45AM	Bank of Hawaii Corporation First Quarter 2023 Financial Results (Business Wire)

Bank of Hawaii Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Consumer Banking, Commercial Banking, and Treasury and Other. The Consumer Banking segment offers financial products and services, including loan, deposit and insurance products, private banking and international client banking services, trust services, investment management, and institutional investment advisory services. The Commercial Banking segment includes corporate banking, commercial real estate loans, commercial lease financing, auto dealer financing, and deposit products. The Treasury and Other segment consists of corporate asset and liability management activities, including interest rate risk management and a foreign currency exchange business. The company was founded in 1897 and is headquartered in Honolulu, HI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SALMON TARYN L	Vice Chair	Jul 25 '24	Sale	67.80	2,364	160,279	10,785	Jul 26 03:02 PM

Open in Screener

CHCO

City Holding Co.

Sep 06 • 04:00PM ET

115.32

Dollar change -1.68
Percentage change -1.44	%

Financial • Banks - Regional • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IJR VTI VB IWM SCHD VBR VXF SPSM IWN IJT

Index	RUT	P/E	14.87	EPS (ttm)	7.75	Insider Own	2.25%	Shs Outstand	14.83M	Perf Week	-2.09%
Market Cap	1.70B	Forward P/E	15.43	EPS next Y	7.47	Insider Trans	-5.26%	Shs Float	14.37M	Perf Month	3.07%
Income	114.63M	PEG	1.86	EPS next Q	1.93	Inst Own	71.88%	Short Float	6.86%	Perf Quarter	12.28%
Sales	359.31M	P/S	4.72	EPS this Y	1.81%	Inst Trans	1.51%	Short Ratio	17.41	Perf Half Y	10.74%
Book/sh	46.71	P/B	2.47	EPS next Y	-3.54%	ROA	1.84%	Short Interest	0.99M	Perf Year	27.13%
Cash/sh	-	P/C	-	EPS next 5Y	8.00%	ROE	17.33%	52W Range	86.56 - 125.54	Perf YTD	4.59%
Dividend Est.	2.92 (2.53%)	P/FCF	13.21	EPS past 5Y	11.12%	ROI	13.70%	52W High	-8.14%	Beta	0.46
Dividend TTM	2.86 (2.48%)	Quick Ratio	-	Sales past 5Y	9.75%	Gross Margin	-	52W Low	33.23%	ATR (14)	2.62
Dividend Ex-Date	Jul 15, 2024	Current Ratio	0.08	EPS Y/Y TTM	1.04%	Oper. Margin	40.30%	RSI (14)	47.99	Volatility	1.93% 1.89%
Employees	957	Debt/Eq	0.69	Sales Y/Y TTM	14.99%	Profit Margin	31.90%	Recom	3.00	Target Price	120.40
Option/Short	Yes / Yes	LT Debt/Eq	0.22	EPS Q/Q	-9.23%	Payout	35.87%	Rel Volume	0.68	Prev Close	117.00
Sales Surprise	0.35%	EPS Surprise	2.56%	Sales Q/Q	7.11%	Earnings	Jul 23 BMO	Avg Volume	56.64K	Price	115.32
SMA20	-0.22%	SMA50	0.62%	SMA200	8.81%	Trades		Volume	38,681	Change	-1.44%

Date	Action	Analyst	Rating Change	Price Target Change
May-02-24	Reiterated	Hovde Group	Market Perform	$110 → $113
Apr-06-23	Resumed	Piper Sandler	Neutral	$93
Apr-04-23	Initiated	Stephens	Equal-Weight	$89
Sep-06-22	Initiated	Janney	Neutral	$91
Sep-24-20	Initiated	Boenning & Scattergood	Neutral
Jul-09-20	Resumed	Piper Sandler	Neutral	$63
Jan-07-20	Initiated	Stephens	Equal-Weight	$83.50
Jun-03-19	Initiated	Hovde Group	Market Perform	$76
Feb-10-16	Resumed	Sandler O'Neill	Hold	$46
Jul-25-13	Reiterated	RBC Capital Mkts	Sector Perform	$40 → $46
Dec-23-11	Downgrade	Stifel Nicolaus	Buy → Hold	$35
Dec-22-11	Downgrade	Standpoint Research	Buy → Hold
Aug-19-11	Initiated	BB&T Capital Mkts	Hold
Jun-06-11	Upgrade	Standpoint Research	Hold → Buy	$38
Apr-27-11	Reiterated	RBC Capital Mkts	Sector Perform	$33 → $31
Apr-05-11	Initiated	Davenport	Neutral
Jan-25-11	Reiterated	RBC Capital Mkts	Sector Perform	$28 → $33
Dec-27-10	Downgrade	Standpoint Research	Buy → Hold	$38
Dec-27-10	Downgrade	Standpoint Research	Buy → Hold
Dec-22-10	Initiated	FBR Capital	Mkt Perform	$38

Show Previous Ratings

Aug-20-24 01:00PM	Insider Sale: Director James Rossi Sells Shares of City Holding Co (CHCO) (GuruFocus.com)
Jul-31-24 12:28PM	City Holding Company Appoints James A. Hoyer to Board of Directors (Business Wire)
Jul-23-24 08:40AM	City Holding (CHCO) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
07:41AM	City Holding: Q2 Earnings Snapshot (Associated Press Finance)
07:30AM	City Holding Company Announces Quarterly Results (Business Wire)
03:22AM	Loading…
Jul-17-24 03:22AM	City Holding (CHCO) Moves 4.5% Higher: Will This Strength Last? (Zacks)
Jul-16-24 11:16AM	Implied Volatility Surging for City Holding (CHCO) Stock Options (Zacks)
May-20-24 05:00PM	Insider Sale: EVP John Derito Sells Shares of City Holding Co (CHCO) (GuruFocus.com)
02:58PM	City Holding Insider Sold Shares Worth $302,602, According to a Recent SEC Filing (MT Newswires)
May-03-24 10:47AM	City Holding Insider Sold Shares Worth $262,557, According to a Recent SEC Filing (MT Newswires)
Apr-25-24 11:27AM	Stephens Trims Price Target on City Holding Company to $99 From $100, Keeps Equalweight Rating (MT Newswires)
Apr-23-24 05:11PM	City Holding Co (CHCO) Surpasses Analyst Earnings Projections in Q1 2024 (GuruFocus.com)
01:53PM	CHCO Stock Earnings: City Holding Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
09:30AM	City Holding (CHCO) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:40AM	City Holding (CHCO) Q1 Earnings and Revenues Surpass Estimates (Zacks)
07:38AM	Loading…
07:38AM	City Holding: Q1 Earnings Snapshot (Associated Press Finance)
07:30AM	City Holding Company Announces Quarterly Results (Business Wire)
Feb-26-24 03:01PM	Insider Sell: EVP John Derito Sells Shares of City Holding Co (CHCO) (GuruFocus.com)
Feb-16-24 04:47PM	Party City analyzes pricing data for optimal decisions (Chain Store Age)
Jan-31-24 03:59PM	City Holding Company Elects James M. Parsons to Board of Directors (Business Wire) -5.11%
03:49PM	City Holding Company Announces Approval of Stock Repurchase Plan (Business Wire)
Jan-24-24 03:35PM	City Holding Co Reports Record Annual Earnings for 2023 (GuruFocus.com)
11:30AM	City Holding (CHCO) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
07:48AM	City Holding: Q4 Earnings Snapshot (Associated Press Finance)
07:30AM	City Holding Company Announces Record Annual Earnings (Business Wire)
Dec-29-23 12:00PM	City Holding (CHCO) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Nov-28-23 09:55AM	City Holding (CHCO)'s Technical Outlook is Bright After Key Golden Cross (Zacks)
Nov-13-23 03:40PM	Exclusive: Party City reduces supply chain costs by 'millions' (Chain Store Age)
Oct-26-23 01:49PM	Party City unifies supply chain data management (Chain Store Age)
Oct-24-23 08:40AM	City Holding (CHCO) Tops Q3 Earnings and Revenue Estimates (Zacks)
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08:04AM	City Holding Q3 Earnings Top Estimates (RTT News)
07:39AM	City Holding: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	City Holding Company Announces Quarterly Results (Business Wire)
Oct-13-23 05:02PM	Time to Buy These Top-Rated Finance Stocks Before Earnings? (Zacks)
Oct-11-23 07:23AM	City Holding Co's Dividend Analysis (GuruFocus.com)
Oct-03-23 11:24AM	Bank OZK (OZK) Announces 2.8% Hike in Quarterly Dividend (Zacks)
Oct-02-23 10:00AM	City Holding (CHCO) Hikes Dividend by 10%: What You Should Know (Zacks)
Sep-27-23 02:51PM	City Holding Company Increases Quarterly Dividend On Common Shares (Business Wire)
Sep-26-23 12:00PM	What Makes City Holding (CHCO) a New Buy Stock (Zacks)
Aug-10-23 09:55AM	After Golden Cross, City Holding (CHCO)'s Technical Outlook is Bright (Zacks)
Aug-01-23 02:41PM	City Holding Company (NASDAQ:CHCO) is largely controlled by institutional shareholders who own 71% of the company (Simply Wall St.)
Jul-25-23 10:30AM	Compared to Estimates, City Holding (CHCO) Q2 Earnings: A Look at Key Metrics (Zacks)
09:45AM	City Holding (CHCO) Tops Q2 Earnings and Revenue Estimates (Zacks)
08:40AM	City Holding: Q2 Earnings Snapshot (AP Finance)
08:29AM	City Holding Company Announces Record Quarterly Results (Business Wire)
Jul-18-23 10:01AM	Earnings Preview: South Plains Financial (SPFI) Q2 Earnings Expected to Decline (Zacks)
Jul-13-23 10:00AM	City Holding (CHCO) Earnings Expected to Grow: Should You Buy? (Zacks)
Jun-21-23 08:00PM	CHCO: Lowering target price to $99.00 (Argus Research)
May-15-23 08:33AM	City Holding (NASDAQ:CHCO) sheds 4.0% this week, as yearly returns fall more in line with earnings growth (Simply Wall St.)
Apr-26-23 08:00PM	CHCO: Lowering target price to $92.00 (Argus Research)
Apr-25-23 08:55AM	City Holding (CHCO) Beats Q1 Earnings and Revenue Estimates (Zacks)
07:41AM	City Holding: Q1 Earnings Snapshot (AP Finance)
07:30AM	City Holding Company Announces Quarterly Results (Business Wire)
Apr-17-23 10:00AM	Cadence (CADE) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-13-23 10:01AM	City Holding (CHCO) Earnings Expected to Grow: Should You Buy? (Zacks)
Mar-28-23 12:26PM	Here's Why City Holding (NASDAQ:CHCO) Has Caught The Eye Of Investors (Simply Wall St.)
Mar-27-23 09:40AM	Is City Holding (CHCO) Stock Outpacing Its Finance Peers This Year? (Zacks)
Mar-10-23 05:45PM	City Holding Company Completes Acquisition Strengthening Kentucky Presence (Business Wire)
Feb-22-23 12:19PM	With 73% institutional ownership, City Holding Company (NASDAQ:CHCO) is a favorite amongst the big guns (Simply Wall St.)
Jan-24-23 08:45AM	City Holding (CHCO) Beats Q4 Earnings and Revenue Estimates (Zacks)
07:30AM	City Holding Company Announces Record Annual Earnings (Business Wire)
Jan-09-23 05:22AM	There's A Lot To Like About City Holding's (NASDAQ:CHCO) Upcoming US$0.65 Dividend (Simply Wall St.)
Dec-06-22 06:09AM	Investing in City Holding (NASDAQ:CHCO) five years ago would have delivered you a 69% gain (Simply Wall St.)
Nov-09-22 05:14AM	City Holding Third Quarter 2022 Earnings: Beats Expectations (Simply Wall St.)
Oct-19-22 11:04AM	Is Now The Time To Put City Holding (NASDAQ:CHCO) On Your Watchlist? (Simply Wall St.)
Oct-18-22 05:15PM	City Holding (CHCO) Q3 Earnings and Revenues Top Estimates (Zacks)
04:00PM	City Holding Company Announces Third Quarter Results (Business Wire)
04:00PM	City Holding Company Announces Acquisition Strengthening Kentucky Presence (Business Wire)
Oct-17-22 11:45AM	City Holding (CHCO) Could Be a Great Choice (Zacks)
Sep-30-22 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Sep-28-22 04:00PM	City Holding Company Increases Quarterly Dividend On Common Shares (Business Wire)
Sep-19-22 08:07AM	Beat the Market Like Zacks: Hargreaves Lansdown (HRGLY), Starbucks (SBUX), Johnson & Johnson (JNJ) in Focus (Zacks)
Sep-16-22 09:40AM	Is Carlyle Secured Lending (CGBD) Outperforming Other Finance Stocks This Year? (Zacks)
Sep-15-22 12:22PM	City Holding Company (NASDAQ:CHCO) is a favorite amongst institutional investors who own 69% (Simply Wall St.)
Sep-14-22 11:45AM	Why City Holding (CHCO) is a Great Dividend Stock Right Now (Zacks)
Aug-29-22 11:45AM	Why City Holding (CHCO) is a Top Dividend Stock for Your Portfolio (Zacks)
Aug-12-22 11:45AM	City Holding (CHCO) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
Aug-04-22 09:40AM	Is Berkshire Hills Bancorp (BHLB) Outperforming Other Finance Stocks This Year? (Zacks)
Jul-29-22 09:04AM	Best Momentum Stocks to Buy for July 29th (Zacks)
Jul-27-22 11:45AM	This is Why City Holding (CHCO) is a Great Dividend Stock (Zacks)
10:00AM	Best Momentum Stocks to Buy for July 27th (Zacks)
Jul-21-22 08:45AM	City Holding (CHCO) Tops Q2 Earnings and Revenue Estimates (Zacks)
07:30AM	City Holding Company Announces Second Quarter Results (Business Wire)
Jul-19-22 10:00AM	Best Momentum Stocks to Buy for July 19th (Zacks)
Jul-06-22 09:40AM	Is Bank First National (BFC) Stock Outpacing Its Finance Peers This Year? (Zacks)
Jun-17-22 06:23AM	City Holding (NASDAQ:CHCO) shareholders have earned a 7.0% CAGR over the last five years (Simply Wall St.)
Jun-03-22 10:48AM	Mitsubishi UFJ (MUFG) Repurchases 35.3M Shares Under 600M Plan (Zacks)
Jun-02-22 09:40AM	Has City Holding (CHCO) Outpaced Other Finance Stocks This Year? (Zacks)
May-26-22 09:10AM	City Holding (CHCO) Announces Buyback Plan for 1M Shares (Zacks)
May-25-22 04:37PM	City Holding Company Announces Approval of Stock Repurchase Plan (Business Wire)
May-12-22 09:39AM	Here's Why I Think City Holding (NASDAQ:CHCO) Is An Interesting Stock (Simply Wall St.)
May-04-22 04:53PM	Infrastructure Play Jacobs' Earnings Top Views, In Buy Range; Fluor Results On Tap (Investor's Business Daily)
Apr-27-22 05:21PM	City National Bank Honored by J.D. Power With Customer Satisfaction Award for Fourth Time in Five Years (Business Wire)
Apr-21-22 08:55AM	City Holding (CHCO) Beats Q1 Earnings and Revenue Estimates (Zacks)
Apr-19-22 07:45AM	Jacobs Again Recognized for Environmental and Climate Change Leadership (PR Newswire)
Apr-14-22 07:45AM	Jacobs Selected to Design Changi NEWater Factory 3 (PR Newswire)
07:27AM	Desperate banks drive City hiring boom as job ads hit two year high (Evening Standard)
Apr-12-22 11:57AM	Is Jacobs Engineering Group Inc. (NYSE:J) Trading At A 39% Discount? (Simply Wall St.)
Apr-11-22 04:41PM	IBD Stock Of The Day: Engineering Firm Gets Boost From Infrastructure, Defense (Investor's Business Daily)
Apr-08-22 11:42AM	Could The City Holding Company (NASDAQ:CHCO) Ownership Structure Tell Us Something Useful? (Simply Wall St.)

City Holding Co. is a financial holding company, which engages in the provision of financial and community banking services. Its products produced and services rendered by City National include Commercial Banking, Consumer Banking, Mortgage Banking, and Wealth Management and Trust Services. The company was founded on March 12, 1982 and is headquartered in Charleston, WV.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KAYSER C DALLAS	Director	Aug 23 '24	Proposed Sale	120.63	1,785	215,324		Aug 23 03:24 PM
Quinlan Michael T Jr	EVP, Retail Banking	Aug 19 '24	Sale	115.62	600	69,372	2,000	Aug 20 11:57 AM
ROSSI JAMES L	Director	Aug 16 '24	Sale	115.00	1,000	115,000	18,233	Aug 20 10:24 AM
HYLTON TRACY W II	Director	Aug 12 '24	Buy	110.83	120	13,300	60,137	Aug 12 04:54 PM
FISHER ROBERT D	Director	Aug 12 '24	Buy	110.83	153	16,957	44,060	Aug 12 04:54 PM
FILE W H III	Director	Aug 12 '24	Buy	110.83	116	12,856	26,288	Aug 12 04:53 PM
Burton Gregory A	Director	Aug 12 '24	Buy	110.83	98	10,861	1,834	Aug 12 04:53 PM
STRONG-TREISTER DIANE W	Director	Aug 12 '24	Buy	110.83	114	12,635	2,613	Aug 12 04:53 PM
ROSSI JAMES L	Director	Aug 02 '24	Proposed Sale	117.12	1,000	117,120		Aug 02 12:52 PM
HAGEBOECK CHARLES R	President & CEO	Jul 25 '24	Sale	123.62	7,244	895,512	45,974	Jul 26 11:50 AM
Jones J. Thomas	Director	Jul 25 '24	Sale	122.47	569	69,685	4,411	Jul 25 12:23 PM
Parsons James M.	Director	May 30 '24	Buy	102.11	400	40,842	500	May 31 10:49 AM
DERITO JOHN A	EVP, Commercial Banking	May 17 '24	Sale	104.82	2,887	302,602	31,369	May 20 02:53 PM
DERITO JOHN A	EVP, Commercial Banking	May 14 '24	Option Exercise	57.64	1,362	78,502	35,618	May 15 11:09 AM
DERITO JOHN A	EVP, Commercial Banking	May 14 '24	Sale	102.94	1,362	140,199	34,256	May 15 11:09 AM
DERITO JOHN A	EVP, Commercial Banking	May 10 '24	Option Exercise	66.32	2,338	155,056	34,256	May 10 02:35 PM
Quinlan Michael T Jr	EVP, Retail Banking	May 08 '24	Sale	105.60	800	84,480	2,600	May 10 11:34 AM
LEGGE JEFFREY DALE	EVP, CAO & CIO	May 02 '24	Sale	105.02	2,500	262,557	7,194	May 03 10:35 AM
BUMGARNER DAVID L	EVP & Chief Financial Officer	May 01 '24	Sale	103.20	1,499	154,694	9,951	May 02 11:04 AM
Quinlan Michael T Jr	EVP, Retail Banking	Apr 26 '24	Sale	104.74	1,773	185,699	3,400	Apr 29 11:48 AM
HYLTON TRACY W II	Director	Apr 16 '24	Buy	97.73	189	18,471	59,834	Apr 18 11:42 AM
STRONG-TREISTER DIANE W	Director	Apr 16 '24	Buy	97.73	136	13,291	2,499	Apr 18 11:42 AM
FISHER ROBERT D	Director	Apr 16 '24	Buy	97.73	219	21,403	43,497	Apr 18 11:42 AM
Burton Gregory A	Director	Apr 16 '24	Buy	97.73	146	14,269	1,736	Apr 18 11:41 AM
FILE W H III	Director	Apr 16 '24	Buy	97.73	167	16,321	26,172	Apr 18 11:41 AM
HAGEBOECK CHARLES R	President & CEO	Feb 29 '24	Sale	101.00	8,899	898,810	53,218	Mar 01 11:04 AM
LEGGE JEFFREY DALE	EVP, CAO & CIO	Feb 27 '24	Option Exercise	0.00	143	0	9,694	Feb 28 05:40 PM
HAGEBOECK CHARLES R	President & CEO	Feb 27 '24	Option Exercise	0.00	620	0	62,117	Feb 28 05:39 PM
BUMGARNER DAVID L	EVP & Chief Financial Officer	Feb 27 '24	Option Exercise	0.00	149	0	11,450	Feb 28 05:39 PM
DERITO JOHN A	EVP, Commercial Banking	Feb 27 '24	Option Exercise	0.00	215	0	31,918	Feb 28 05:38 PM
HYLTON TRACY W II	Director	Feb 27 '24	Buy	101.03	121	12,225	59,324	Feb 28 04:39 PM
FISHER ROBERT D	Director	Feb 27 '24	Buy	101.03	131	13,235	42,957	Feb 28 04:39 PM
HAGEBOECK CHARLES R	President & CEO	Feb 26 '24	Option Exercise	0.00	681	0	61,497	Feb 27 05:18 PM
LEGGE JEFFREY DALE	EVP, CAO & CIO	Feb 26 '24	Option Exercise	0.00	165	0	9,551	Feb 27 05:17 PM
BUMGARNER DAVID L	EVP & Chief Financial Officer	Feb 26 '24	Option Exercise	0.00	171	0	11,301	Feb 27 05:17 PM
DERITO JOHN A	EVP, Commercial Banking	Feb 26 '24	Option Exercise	0.00	236	0	31,703	Feb 27 05:17 PM
Quinlan Michael T Jr	EVP, Retail Banking	Feb 24 '24	Option Exercise	0.00	145	0	3,545	Feb 26 05:31 PM
DERITO JOHN A	EVP, Commercial Banking	Feb 24 '24	Option Exercise	0.00	232	0	31,467	Feb 26 05:31 PM
BUMGARNER DAVID L	EVP & Chief Financial Officer	Feb 24 '24	Option Exercise	0.00	169	0	9,230	Feb 26 05:30 PM
LEGGE JEFFREY DALE	EVP, CAO & CIO	Feb 24 '24	Option Exercise	0.00	163	0	7,556	Feb 26 05:30 PM
HAGEBOECK CHARLES R	President & CEO	Feb 24 '24	Option Exercise	0.00	670	0	53,268	Feb 26 05:29 PM
DERITO JOHN A	EVP, Commercial Banking	Feb 23 '24	Option Exercise	44.43	1,309	58,159	29,929	Feb 26 01:04 PM
DERITO JOHN A	EVP, Commercial Banking	Feb 23 '24	Sale	101.25	1,309	132,539	28,620	Feb 26 01:04 PM
Rowe Sharon H	Director	Feb 14 '24	Sale	99.45	1,154	114,768	11,194	Feb 14 03:29 PM
FAIRCHILDS CHARLES W	Director	Jan 26 '24	Sale	106.00	600	63,600	2,014	Jan 30 12:14 PM
BUMGARNER DAVID L	EVP & Chief Financial Officer	Nov 17 '23	Sale	98.54	2,101	207,037	8,784	Nov 20 11:57 AM
LEGGE JEFFREY DALE	EVP, CAO & CIO	Nov 15 '23	Sale	99.24	500	49,618	7,393	Nov 17 11:47 AM
Jones J. Thomas	Director	Nov 14 '23	Sale	98.06	321	31,477	4,659	Nov 15 12:23 PM
HYLTON TRACY W II	Director	Oct 17 '23	Buy	92.89	179	16,628	59,002	Oct 18 10:19 AM
FISHER ROBERT D	Director	Oct 17 '23	Buy	92.89	197	18,300	42,366	Oct 18 10:15 AM

Open in Screener

EFSC

Enterprise Financial Services Corp.

Sep 06 • 04:00PM ET

50.40

Dollar change -0.43
Percentage change -0.85	%

Financial • Banks - Regional • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

EFSC Enterprise Financial Services Corp. daily Stock Chart

Held by: VTI IWM VXF AVUV IWN DFAT SCHA KRE VTWO BSVO

Index	RUT	P/E	11.05	EPS (ttm)	4.56	Insider Own	2.06%	Shs Outstand	37.42M	Perf Week	-4.53%
Market Cap	1.88B	Forward P/E	11.08	EPS next Y	4.55	Insider Trans	-10.97%	Shs Float	36.60M	Perf Month	4.78%
Income	171.29M	PEG	1.23	EPS next Q	1.15	Inst Own	75.32%	Short Float	1.87%	Perf Quarter	32.01%
Sales	893.05M	P/S	2.11	EPS this Y	-9.51%	Inst Trans	-0.12%	Short Ratio	4.22	Perf Half Y	24.94%
Book/sh	45.08	P/B	1.12	EPS next Y	-0.83%	ROA	1.23%	Short Interest	0.69M	Perf Year	30.13%
Cash/sh	-	P/C	-	EPS next 5Y	9.00%	ROE	10.38%	52W Range	32.97 - 54.88	Perf YTD	12.88%
Dividend Est.	1.05 (2.08%)	P/FCF	8.29	EPS past 5Y	5.78%	ROI	7.90%	52W High	-8.16%	Beta	0.99
Dividend TTM	1.01 (2.00%)	Quick Ratio	-	Sales past 5Y	25.55%	Gross Margin	-	52W Low	52.87%	ATR (14)	1.45
Dividend Ex-Date	Sep 16, 2024	Current Ratio	0.05	EPS Y/Y TTM	-19.29%	Oper. Margin	24.73%	RSI (14)	50.77	Volatility	2.49% 2.41%
Employees	-	Debt/Eq	0.24	Sales Y/Y TTM	26.10%	Profit Margin	19.18%	Recom	1.40	Target Price	58.75
Option/Short	Yes / Yes	LT Debt/Eq	0.24	EPS Q/Q	-7.75%	Payout	19.71%	Rel Volume	0.82	Prev Close	50.83
Sales Surprise	2.31%	EPS Surprise	12.26%	Sales Q/Q	12.34%	Earnings	Jul 22 AMC	Avg Volume	162.55K	Price	50.40
SMA20	-0.28%	SMA50	5.31%	SMA200	19.46%	Trades		Volume	133,761	Change	-0.85%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-26-23	Downgrade	Raymond James	Outperform → Mkt Perform
Sep-19-19	Initiated	Raymond James	Outperform	$48
Nov-06-18	Upgrade	Keefe Bruyette	Mkt Perform → Outperform
Oct-29-18	Upgrade	FIG Partners	Market Perform → Outperform
Oct-06-17	Resumed	Piper Jaffray	Overweight	$49
Jul-11-16	Initiated	Piper Jaffray	Overweight	$31.25
Nov-12-15	Downgrade	DA Davidson	Buy → Neutral	$32 → $33
Jul-21-10	Upgrade	Stifel Nicolaus	Hold → Buy	$11.50
Sep-19-08	Downgrade	Stifel Nicolaus	Buy → Hold	$20
Jul-21-08	Reiterated	Stifel Nicolaus	Buy	$25 → $20
Jan-31-08	Upgrade	Keefe Bruyette	Underperform → Mkt Perform
Apr-18-07	Reiterated	Stifel Nicolaus	Buy	$35 → $31

Show Previous Ratings

Aug-14-24 09:55AM	Here's Why Enterprise Financial Services (EFSC) Is a Great 'Buy the Bottom' Stock Now (Zacks)
Jul-29-24 12:20PM	Earnings Estimates Rising for Enterprise Financial Services (EFSC): Will It Gain? (Zacks)
Jul-26-24 12:00PM	Enterprise Financial Services (EFSC) Is Up 10.36% in One Week: What You Should Know (Zacks)
Jul-22-24 06:30PM	Here's What Key Metrics Tell Us About Enterprise Financial Services (EFSC) Q2 Earnings (Zacks) +12.37%
05:25PM	Enterprise Financial Services (EFSC) Q2 Earnings and Revenues Beat Estimates (Zacks)
04:21PM	Loading…
04:21PM	Enterprise Financial Services: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Enterprise Financial Reports Second Quarter 2024 Results (Business Wire)
Jul-18-24 02:18PM	What Analyst Projections for Key Metrics Reveal About Enterprise Financial Services (EFSC) Q2 Earnings (Zacks)
Jul-12-24 07:59AM	Enterprise Financial Services (EFSC) Surges 5.8%: Is This an Indication of Further Gains? (Zacks)
Jul-05-24 04:05PM	Enterprise Financial Services Corp Announces Second Quarter 2024 Earnings Release and Conference Call (Business Wire)
Apr-24-24 11:25AM	Enterprise Financial Services Corp (NASDAQ:EFSC) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:15AM	Q1 2024 Enterprise Financial Services Corp Earnings Call (Thomson Reuters StreetEvents)
Apr-22-24 06:00PM	Enterprise Financial Services (EFSC) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:33PM	Enterprise Financial Services Corp Reports Q1 2024 Earnings: A Detailed Review (GuruFocus.com)
05:15PM	Enterprise Financial Services (EFSC) Q1 Earnings and Revenues Miss Estimates (Zacks)
04:36PM	Loading…
04:36PM	Enterprise Financial Services Q1 Adjusted Earnings, Revenue Decline (MT Newswires)
04:17PM	Enterprise Financial Services: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Enterprise Financial Reports First Quarter 2024 Results (Business Wire)
Apr-17-24 09:15AM	Insights Into Enterprise Financial Services (EFSC) Q1: Wall Street Projections for Key Metrics (Zacks)
Apr-05-24 04:10PM	Enterprise Financial Services Corp Announces First Quarter 2024 Earnings Release and Conference Call (Business Wire)
Jan-25-24 08:35AM	Enterprise Financial Services Corp (NASDAQ:EFSC) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-24-24 12:56AM	Q4 2023 Enterprise Financial Services Corp Earnings Call (Thomson Reuters StreetEvents)
Jan-22-24 06:30PM	Enterprise Financial Services (EFSC) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:25PM	Enterprise Financial Services (EFSC) Beats Q4 Earnings and Revenue Estimates (Zacks)
05:21PM	Enterprise Financial Services Corp (EFSC) Reports Mixed Results for Q4 and Full Year 2023 (GuruFocus.com)
04:34PM	Enterprise Financial Services: Q4 Earnings Snapshot (Associated Press Finance)
04:14PM	Enterprise Financial Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Jan-17-24 02:42PM	Stay Ahead of the Game With Enterprise Financial Services (EFSC) Q4 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Jan-08-24 04:05PM	Enterprise Financial Services Corp Announces Fourth Quarter 2023 Earnings Release and Conference Call (Business Wire)
Oct-25-23 12:37PM	Enterprise Financial Services Corp (NASDAQ:EFSC) Q3 2023 Earnings Call Transcript (Insider Monkey)
03:42AM	Loading…
03:42AM	Q3 2023 Enterprise Financial Services Corp Earnings Call (Thomson Reuters StreetEvents)
Oct-23-23 06:26PM	Enterprise Financial Services Corp (EFSC) Q3 2023 Earnings: Net Income of $44.7 Million (GuruFocus.com) -5.88%
06:00PM	Enterprise Financial Services (EFSC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:25PM	Enterprise Financial Services (EFSC) Q3 Earnings Lag Estimates (Zacks)
04:21PM	Enterprise Financial Services: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Enterprise Financial Reports Third Quarter 2023 Results (Business Wire)
Oct-06-23 04:05PM	Enterprise Financial Services Corp Announces Third Quarter 2023 Earnings Release and Conference Call (Business Wire)
Sep-27-23 03:21PM	St. Louis-area firms picked for $215M in federal tax credits (American City Business Journals)
Aug-03-23 07:04PM	10 Oversold Bank Stocks To Buy (Insider Monkey)
Aug-02-23 09:08AM	Enterprise Financial Services Corp (NASDAQ:EFSC) is favoured by institutional owners who hold 76% of the company (Simply Wall St.)
Jul-26-23 12:58AM	Q2 2023 Enterprise Financial Services Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-24-23 07:00PM	Enterprise Financial Services (EFSC) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks) -5.53%
05:45PM	Enterprise Financial Services (EFSC) Q2 Earnings Meet Estimates (Zacks)
04:36PM	Enterprise Financial Services: Q2 Earnings Snapshot (Associated Press Finance)
04:25PM	Enterprise Financial Reports Second Quarter 2023 Results (Business Wire)
Jul-18-23 10:01AM	First Busey (BUSE) to Report Q2 Results: Wall Street Expects Earnings Growth (Zacks)
Jul-17-23 10:00AM	Enterprise Financial Services (EFSC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-07-23 04:10PM	Enterprise Financial Services Corp Announces Second Quarter 2023 Earnings Release and Conference Call (Business Wire)
Jul-06-23 07:47AM	Is Now The Time To Put Enterprise Financial Services (NASDAQ:EFSC) On Your Watchlist? (Simply Wall St.)
Jun-09-23 06:39AM	Enterprise Financial Services Corp (NASDAQ:EFSC) Passed Our Checks, And It's About To Pay A US$0.25 Dividend (Simply Wall St.)
Jun-08-23 05:31AM	Strength Seen in First Business Financial Services (FBIZ): Can Its 6.0% Jump Turn into More Strength? (Zacks)
May-15-23 10:34AM	Enterprise Financial Services (NASDAQ:EFSC) Is Increasing Its Dividend To $0.25 (Simply Wall St.)
May-02-23 08:34AM	Enterprise Financial Services Corp (NASDAQ:EFSC) Q1 2023 Earnings Call Transcript (Insider Monkey) -6.18%
Apr-28-23 06:19AM	Enterprise Financial Services' (NASDAQ:EFSC) Shareholders Will Receive A Bigger Dividend Than Last Year (Simply Wall St.)
Apr-26-23 03:44AM	Q1 2023 Enterprise Financial Services Corp Earnings Call (Thomson Reuters StreetEvents)
Apr-24-23 05:25PM	Enterprise Financial Services (EFSC) Q1 Earnings and Revenues Beat Estimates (Zacks)
04:18PM	Enterprise Financial Services: Q1 Earnings Snapshot (AP Finance)
04:09PM	Enterprise Financial Reports First Quarter 2023 Results (Business Wire)
Apr-20-23 12:10PM	Why Enterprise Financial Services (EFSC) Could Beat Earnings Estimates Again (Zacks)
08:46AM	Should You Buy Enterprise Financial (EFSC) Ahead of Earnings? (Zacks)
Apr-18-23 10:01AM	Old National Bancorp (ONB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-17-23 10:00AM	Enterprise Financial Services (EFSC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-07-23 04:30PM	Enterprise Financial Services Corp Announces First Quarter 2023 Earnings Release and Conference Call (Business Wire)
Apr-06-23 06:18AM	Enterprise Financial Services' (NASDAQ:EFSC) investors will be pleased with their respectable 61% return over the last three years (Simply Wall St.)
Mar-30-23 11:45AM	Why Enterprise Financial Services (EFSC) is a Great Dividend Stock Right Now (Zacks)
Mar-15-23 05:22AM	First Merchants (FRME) Surges 6.0%: Is This an Indication of Further Gains? (Zacks)
Mar-14-23 11:45AM	Enterprise Financial Services (EFSC) Could Be a Great Choice (Zacks)
Mar-09-23 06:33AM	Enterprise Financial Services (NASDAQ:EFSC) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.) -5.28%
Feb-19-23 07:08AM	Enterprise Financial Services' (NASDAQ:EFSC) Dividend Will Be Increased To $0.25 (Simply Wall St.)
Feb-16-23 05:07PM	Enterprise Financial Services Corp Announces Retirement of John Eulich from Board of Directors (Business Wire)
Feb-05-23 10:40AM	15 Most Undervalued Small-Cap Stocks To Buy According To Hedge Funds (Insider Monkey)
Jan-31-23 08:35AM	Enterprise Financial Services' (NASDAQ:EFSC) Dividend Will Be Increased To $0.25 (Simply Wall St.)
06:50AM	Daily Vickers Top Buyers & Sellers for 01/31/2023 (Argus Research)
Jan-25-23 12:36PM	Enterprise Financial Services Corp (NASDAQ:EFSC) Q4 2022 Earnings Call Transcript (Insider Monkey)
05:10AM	Enterprise Financial Services Full Year 2022 Earnings: Beats Expectations (Simply Wall St.)
Jan-23-23 05:35PM	Enterprise Financial Services (EFSC) Q4 Earnings and Revenues Beat Estimates (Zacks) +7.39%
04:05PM	Enterprise Financial Reports Fourth Quarter and Full Year 2022 Results (Business Wire)
Jan-11-23 05:41AM	With 71% institutional ownership, Enterprise Financial Services Corp (NASDAQ:EFSC) is a favorite amongst the big guns (Simply Wall St.)
Jan-06-23 06:30PM	Enterprise Financial Services Corp Announces Fourth Quarter 2022 Earnings Release and Conference Call (Business Wire)
Dec-21-22 12:03PM	MoneyGram (MGI) Unveils Digital Money Transfers in Brazil (Zacks)
Dec-19-22 02:45PM	Enterprise Bank taps former Centene, Peabody executives for board of directors (American City Business Journals)
Dec-12-22 09:27PM	Enterprise Financial Services Corp Announces Additions to Board of Directors (Business Wire)
Dec-01-22 06:01AM	Enterprise Financial Services (NASDAQ:EFSC) Is Paying Out A Larger Dividend Than Last Year (Simply Wall St.)
Nov-22-22 02:11PM	How to Find 'Strong Buy' Stocks Before Thanksgiving (Zacks)
09:40AM	Is Commerzbank (CRZBY) Stock Outpacing Its Finance Peers This Year? (Zacks)
Nov-17-22 05:56AM	Enterprise Financial Services (NASDAQ:EFSC) Is Increasing Its Dividend To $0.24 (Simply Wall St.)
Nov-02-22 09:15AM	Enterprise Financial Services Corporation (EFSC) Soars to 52-Week High, Time to Cash Out? (Zacks)
Oct-28-22 11:19AM	The 3 Biggest Analyst Stock Calls Smart Investors Should Know (InvestorPlace)
06:19AM	Enterprise Financial Services (NASDAQ:EFSC) Will Pay A Larger Dividend Than Last Year At $0.24 (Simply Wall St.)
Oct-27-22 12:00PM	Are You Looking for a Top Momentum Pick? Why Enterprise Financial Services (EFSC) is a Great Choice (Zacks)
Oct-24-22 05:35PM	Enterprise Financial Services (EFSC) Tops Q3 Earnings and Revenue Estimates (Zacks)
04:04PM	Enterprise Financial Reports Third Quarter 2022 Results (Business Wire)
Oct-18-22 10:01AM	First Busey (BUSE) Earnings Expected to Grow: What to Know Ahead of Q3 Release (Zacks)
Oct-17-22 10:00AM	Enterprise Financial Services (EFSC) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release (Zacks)
Oct-14-22 04:44PM	Loan Growth Boosts Missouri Bank As Regional Bank Stocks Grow Wings (Investor's Business Daily)
Oct-13-22 07:02AM	Do Enterprise Financial Services' (NASDAQ:EFSC) Earnings Warrant Your Attention? (Simply Wall St.) +5.29%
Oct-07-22 05:00PM	Enterprise Financial Services Corp Announces Third Quarter 2022 Earnings Release and Conference Call (Business Wire)
Sep-22-22 09:40AM	Is Enterprise Financial Services (EFSC) Outperforming Other Finance Stocks This Year? (Zacks)
Sep-08-22 03:45PM	Local bank's new community development official has some advice for the feds (American City Business Journals)
Aug-17-22 08:58AM	4 Reasons to Invest in Enterprise Financial (EFSC) Stock Now (Zacks)

Enterprise Financial Services Corp. operates as a financial holding company. The firm engages in the provision of business and personal banking services and wealth management services. It also offers lending services which include commercial and industrial commercial real estate, real estate construction and development, residential real estate and consumer loans. The company was founded by Kevin C. Eichner, Fred H. Eller and Ronald E. Henges on May 9, 1988 and is headquartered in Clayton, MO.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SANBORN RICHARD	Director	Jul 25 '24	Sale	53.73	94,815	5,094,410	139,460	Jul 26 11:22 AM
Huffman Bridget	SEVP, Chief Risk Officer	Apr 14 '24	Option Exercise	0.00	381	0	5,168	Apr 15 03:40 PM
DUMLAO TROY	EVP, Chief Accounting Officer	Apr 14 '24	Option Exercise	0.00	381	0	5,809	Apr 15 03:38 PM
KEENE S TURNER	SEVP, Chief Financial Officer	Feb 24 '24	Option Exercise	0.00	4,989	0	50,337	Feb 27 01:27 PM
PONDER MARK G	SEVP, Chief Admin. Officer	Feb 24 '24	Option Exercise	0.00	3,326	0	18,042	Feb 27 01:25 PM
LALLY JAMES BRIAN	CEO	Feb 24 '24	Option Exercise	0.00	7,983	0	97,405	Feb 27 01:24 PM
IANNACONE NICOLE M	SEVP, Chief Legal Officer	Feb 24 '24	Option Exercise	0.00	3,326	0	15,267	Feb 27 01:22 PM
Huffman Bridget	SEVP, Chief Risk Officer	Feb 25 '24	Option Exercise	0.00	254	0	4,868	Feb 27 01:21 PM
Huffman Bridget	SEVP, Chief Risk Officer	Feb 24 '24	Option Exercise	0.00	213	0	4,688	Feb 27 01:21 PM
Goodman Scott Richard	President	Feb 24 '24	Option Exercise	0.00	4,989	0	58,810	Feb 27 01:19 PM
DUMLAO TROY	EVP, Chief Accounting Officer	Feb 25 '24	Option Exercise	0.00	329	0	5,523	Feb 27 01:17 PM
DUMLAO TROY	EVP, Chief Accounting Officer	Feb 24 '24	Option Exercise	0.00	244	0	5,276	Feb 27 01:17 PM
BAUCHE DOUGLAS	SEVP, Chief Credit Officer	Feb 24 '24	Option Exercise	0.00	3,326	0	20,255	Feb 27 01:16 PM
IANNACONE NICOLE M	SEVP, Chief Legal Officer	Feb 06 '24	Option Exercise	0.00	857	0	9,104	Feb 08 03:11 PM
KEENE S TURNER	SEVP, Chief Financial Officer	Feb 06 '24	Option Exercise	0.00	1,715	0	39,758	Feb 08 03:10 PM
LALLY JAMES BRIAN	CEO	Feb 06 '24	Option Exercise	0.00	3,345	0	76,582	Feb 08 03:08 PM
Goodman Scott Richard	President	Feb 06 '24	Option Exercise	0.00	1,191	0	49,255	Feb 08 03:07 PM
PONDER MARK G	SEVP, Chief Admin. Officer	Feb 06 '24	Option Exercise	0.00	857	0	12,012	Feb 08 03:05 PM
BAUCHE DOUGLAS	SEVP, Chief Credit Officer	Feb 06 '24	Option Exercise	0.00	897	0	13,882	Feb 08 03:03 PM
VAN TREASE SANDRA	Director	Jan 02 '24	Option Exercise	0.00	4,910	0	8,138	Jan 04 12:34 PM
SANBORN RICHARD	Director	Dec 15 '23	Sale	45.00	2,100	94,500	232,715	Dec 19 02:46 PM

Open in Screener

MCBS

MetroCity Bankshares Inc

Sep 06 • 04:00PM ET

29.40

Dollar change -0.49
Percentage change -1.64	%

Financial • Banks - Regional • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

MCBS MetroCity Bankshares Inc daily Stock Chart

Held by: VTI IWM VXF IWN AVUV SCHA VTWO DES IWC DFAS

Index	RUT	P/E	13.83	EPS (ttm)	2.13	Insider Own	27.14%	Shs Outstand	25.21M	Perf Week	-3.92%
Market Cap	744.70M	Forward P/E	10.77	EPS next Y	2.73	Insider Trans	-5.70%	Shs Float	18.46M	Perf Month	9.25%
Income	54.34M	PEG	-	EPS next Q	0.65	Inst Own	21.36%	Short Float	0.73%	Perf Quarter	20.99%
Sales	224.38M	P/S	3.32	EPS this Y	25.25%	Inst Trans	-0.16%	Short Ratio	2.63	Perf Half Y	20.99%
Book/sh	16.08	P/B	1.83	EPS next Y	7.91%	ROA	1.53%	Short Interest	0.13M	Perf Year	48.34%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	13.93%	52W Range	18.81 - 32.50	Perf YTD	22.40%
Dividend Est.	-	P/FCF	12.24	EPS past 5Y	3.67%	ROI	6.90%	52W High	-9.54%	Beta	0.60
Dividend TTM	0.78 (2.65%)	Quick Ratio	-	Sales past 5Y	15.22%	Gross Margin	-	52W Low	56.30%	ATR (14)	0.88
Dividend Ex-Date	Jul 31, 2024	Current Ratio	0.61	EPS Y/Y TTM	-7.86%	Oper. Margin	33.69%	RSI (14)	53.42	Volatility	2.50% 2.86%
Employees	220	Debt/Eq	0.94	Sales Y/Y TTM	16.04%	Profit Margin	24.22%	Recom	3.00	Target Price	32.00
Option/Short	Yes / Yes	LT Debt/Eq	0.93	EPS Q/Q	28.75%	Payout	35.60%	Rel Volume	0.46	Prev Close	29.89
Sales Surprise	6.37%	EPS Surprise	11.86%	Sales Q/Q	14.32%	Earnings	Jul 19 BMO	Avg Volume	50.88K	Price	29.40
SMA20	2.67%	SMA50	3.40%	SMA200	17.77%	Trades		Volume	23,481	Change	-1.64%

Aug-23-24 11:00AM	Insider Selling: Director Sam Shim Sells Shares of MetroCity Bankshares Inc (MCBS) (GuruFocus.com) +7.15%
Aug-21-24 11:01AM	Insider Sale: Director Sam Shim Sells 37,242 Shares of MetroCity Bankshares Inc (MCBS) (GuruFocus.com)
Jul-31-24 11:01AM	Insider Sale: President Farid Tan Sells 9,001 Shares of MetroCity Bankshares Inc (MCBS) (GuruFocus.com)
Jul-29-24 01:00PM	Insider Sale: Director Don Leung Sells 11,193 Shares of MetroCity Bankshares Inc (MCBS) (GuruFocus.com)
Jul-26-24 01:00PM	Insider Sale: Director Don Leung Sells 20,065 Shares of MetroCity Bankshares Inc (MCBS) (GuruFocus.com)
01:00PM	Loading…
Jul-24-24 01:00PM	Director Don Leung Sells 83,217 Shares of MetroCity Bankshares Inc (MCBS) (GuruFocus.com)
Jul-19-24 09:53PM	MCBS Stock Earnings: MetroCity Bankshares Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
09:47AM	MetroCity Bankshares Q2 Profit Rises 29% (RTT News)
09:30AM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR SECOND QUARTER 2024 (PR Newswire)
Jul-18-24 05:00PM	Director Don Leung Sells 123,734 Shares of MetroCity Bankshares Inc (MCBS) (GuruFocus.com)
Jul-17-24 03:00PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Jul-16-24 07:01PM	Director Don Leung Sells 26,266 Shares of MetroCity Bankshares Inc (MCBS) (GuruFocus.com)
Apr-19-24 01:52PM	MCBS Stock Earnings: MetroCity Bankshares Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
09:10AM	MetroCity: Q1 Earnings Snapshot (Associated Press Finance)
09:00AM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR FIRST QUARTER 2024 (PR Newswire)
02:39PM	Loading…
Apr-17-24 02:39PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Jan-24-24 01:11PM	MetroCity Bankshares Inc Reports Mixed Results for Q4 and Full Year 2023 (GuruFocus.com)
Jan-23-24 09:27AM	MetroCity: Q4 Earnings Snapshot (Associated Press Finance)
09:09AM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR FOURTH QUARTER AND YEAR ENDED 2023 (PR Newswire)
Jan-17-24 03:30PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Oct-20-23 12:03PM	MetroCity Bankshares Inc (MCBS) Reports Q3 2023 Earnings (GuruFocus.com)
10:19AM	MetroCity Bankshares Q3 Profit Declines (RTT News)
10:06AM	MetroCity: Q3 Earnings Snapshot (Associated Press Finance)
10:00AM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR THIRD QUARTER 2023 (PR Newswire)
Oct-18-23 03:31PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Sep-05-23 09:00AM	MetroCity Bankshares, Inc. Announces New Share Repurchase Program (PR Newswire)
Jul-28-23 10:35AM	Insiders own 29% of MetroCity Bankshares, Inc. (NASDAQ:MCBS) shares but individual investors control 53% of the company (Simply Wall St.)
Jul-21-23 10:06AM	MetroCity: Q2 Earnings Snapshot (Associated Press Finance)
10:00AM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR SECOND QUARTER 2023 (PR Newswire)
Jul-19-23 01:18PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
08:01AM	Loading…
Apr-23-23 08:01AM	MetroCity Bankshares' (NASDAQ:MCBS) Dividend Will Be Increased To $0.18 (Simply Wall St.)
Apr-21-23 11:33AM	MetroCity: Q1 Earnings Snapshot (AP Finance)
10:52AM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR FIRST QUARTER 2023 (PR Newswire)
Apr-19-23 03:30PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Apr-13-23 10:57AM	MetroCity Bankshares' (NASDAQ:MCBS) investors will be pleased with their decent 81% return over the last three years (Simply Wall St.)
Mar-17-23 09:54AM	One MetroCity Bankshares, Inc. (NASDAQ:MCBS) insider upped their stake by 0.8% in the previous year (Simply Wall St.)
Feb-18-23 08:25AM	MetroCity Bankshares, Inc.'s (NASDAQ:MCBS) top owners are individual investors with 53% stake, while 28% is held by insiders (Simply Wall St.)
Jan-23-23 12:53PM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR FOURTH QUARTER AND YEAR ENDED 2022 (PR Newswire)
Jan-22-23 07:24AM	MetroCity Bankshares (NASDAQ:MCBS) Is Increasing Its Dividend To $0.18 (Simply Wall St.)
Jan-18-23 03:25PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Dec-10-22 09:11AM	With EPS Growth And More, MetroCity Bankshares (NASDAQ:MCBS) Makes An Interesting Case (Simply Wall St.)
Nov-09-22 05:22AM	MetroCity Bankshares Third Quarter 2022 Earnings: Revenues Disappoint (Simply Wall St.)
Oct-22-22 08:17AM	MetroCity Bankshares (NASDAQ:MCBS) Is Paying Out A Dividend Of $0.15 (Simply Wall St.)
Oct-21-22 09:58AM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR THIRD QUARTER 2022 (PR Newswire)
Oct-19-22 04:00PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Oct-11-22 09:21AM	Investing in MetroCity Bankshares (NASDAQ:MCBS) five years ago would have delivered you a 130% gain (Simply Wall St.)
Sep-01-22 07:30AM	MetroCity Bankshares, Inc.'s (NASDAQ:MCBS) top owners are individual investors with 54% stake, while28% is held by insiders (Simply Wall St.)
Jul-22-22 11:50AM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR SECOND QUARTER 2022 (PR Newswire)
Jul-20-22 03:16PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Jul-12-22 11:04AM	7 Bank Stocks to Buy on the Dip (InvestorPlace)
Jul-03-22 09:30AM	Does MetroCity Bankshares (NASDAQ:MCBS) Deserve A Spot On Your Watchlist? (Simply Wall St.)
May-04-22 07:06AM	Those who invested in MetroCity Bankshares (NASDAQ:MCBS) five years ago are up 141% (Simply Wall St.)
Apr-22-22 09:19AM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR FIRST QUARTER 2022 (PR Newswire)
Apr-20-22 04:13PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Mar-25-22 12:20PM	Could The MetroCity Bankshares, Inc. (NASDAQ:MCBS) Ownership Structure Tell Us Something Useful? (Simply Wall St.)
Jan-24-22 12:31PM	METROCITY BANKSHARES, INC. REPORTS EARNINGS FOR FOURTH QUARTER AND YEAR ENDED 2021 (PR Newswire)
07:34AM	Here's Why I Think MetroCity Bankshares (NASDAQ:MCBS) Might Deserve Your Attention Today (Simply Wall St.)
Jan-19-22 04:22PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Nov-23-21 08:48AM	MetroCity Bankshares (NASDAQ:MCBS) shareholders have earned a 98% return over the last year (Simply Wall St.)
Oct-22-21 11:05AM	MetroCity (MCBS) Q3 Earnings and Revenues Top Estimates (Zacks)
09:52AM	MetroCity Bankshares, Inc. Reports Earnings For Third Quarter 2021 (PR Newswire)
Oct-20-21 03:53PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Oct-15-21 03:00PM	MetroCity (MCBS) to Report Q3 Results: Wall Street Expects Earnings Growth (Zacks)
Sep-24-21 09:44AM	Could The MetroCity Bankshares, Inc. (NASDAQ:MCBS) Ownership Structure Tell Us Something Useful? (Simply Wall St.)
Sep-09-21 08:33AM	Is MetroCity (MCBS) Stock a Solid Choice Right Now? (Zacks)
Jul-26-21 06:04AM	Do MetroCity Bankshares's (NASDAQ:MCBS) Earnings Warrant Your Attention? (Simply Wall St.)
Jul-23-21 10:20AM	MetroCity (MCBS) Q2 Earnings and Revenues Surpass Estimates (Zacks)
09:03AM	MetroCity Bankshares, Inc. Reports Earnings For Second Quarter 2021 (PR Newswire)
Jul-21-21 02:44PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Jul-16-21 03:00PM	MetroCity (MCBS) Earnings Expected to Grow: Should You Buy? (Zacks)
Jun-13-21 11:21PM	Here is What Hedge Funds Think About MetroCity Bankshares, Inc. (MCBS) (Insider Monkey)
Jun-11-21 09:52AM	Top Ranked Value Stocks to Buy for June 11th (Zacks)
Jun-08-21 09:31AM	Top Ranked Value Stocks to Buy for June 8th (Zacks)
May-26-21 12:00PM	MetroCity (MCBS) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
10:29AM	Top Ranked Value Stocks to Buy for May 26th (Zacks)
May-24-21 10:15AM	New Strong Buy Stocks for May 24th (Zacks)
09:49AM	Top Ranked Value Stocks to Buy for May 24th (Zacks)
May-20-21 10:11AM	New Strong Buy Stocks for May 20th (Zacks)
09:56AM	Top Ranked Value Stocks to Buy for May 20th (Zacks)
May-17-21 09:57AM	Top Ranked Value Stocks to Buy for May 17th (Zacks)
Apr-28-21 01:45AM	Here's What We Like About MetroCity Bankshares' (NASDAQ:MCBS) Upcoming Dividend (Simply Wall St.)
Apr-27-21 01:13AM	MetroCity Bankshares, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year (Simply Wall St.)
Apr-23-21 03:55PM	MetroCity Bankshares, Inc. Announces Share Repurchase Program (PR Newswire)
11:25AM	MetroCity (MCBS) Tops Q1 Earnings and Revenue Estimates (Zacks)
09:56AM	MetroCity Bankshares, Inc. Reports Earnings For First Quarter 2021 (PR Newswire)
Apr-21-21 03:47PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Apr-16-21 12:30PM	MetroCity (MCBS) to Report Q1 Results: Wall Street Expects Earnings Growth (Zacks)
Mar-04-21 11:50AM	Is MetroCity (MCBS) a Great Value Stock Right Now? (Zacks)
Mar-03-21 11:16AM	New Strong Buy Stocks for March 3rd (Zacks)
Mar-02-21 06:22AM	MetroCity Bankshares (MCBS) Sees Hammer Chart Pattern: Time to Buy? (Zacks)
Feb-01-21 10:22AM	Understanding MetroCity Bankshares's Ex-Dividend Date (Benzinga)
Jan-29-21 01:16AM	Brokers Are Upgrading Their Views On MetroCity Bankshares, Inc. (NASDAQ:MCBS) With These New Forecasts (Simply Wall St.)
Jan-28-21 12:32AM	Be Sure To Check Out MetroCity Bankshares, Inc. (NASDAQ:MCBS) Before It Goes Ex-Dividend (Simply Wall St.)
Jan-22-21 03:05PM	MetroCity (MCBS) Q4 Earnings Match Estimates (Zacks)
01:47PM	MetroCity Bankshares, Inc. Reports Earnings For Fourth Quarter And Year Ended 2020 (PR Newswire)
Jan-20-21 04:22PM	MetroCity Bankshares, Inc. Declares Quarterly Cash Dividend (PR Newswire)
Jan-15-21 12:30PM	Analysts Estimate MetroCity (MCBS) to Report a Decline in Earnings: What to Look Out for (Zacks)
Dec-22-20 02:40AM	Update: MetroCity Bankshares (NASDAQ:MCBS) Stock Gained 45% In The Last Three Years (Simply Wall St.)
Nov-02-20 10:21AM	Understanding MetroCity Bankshares's Ex-Dividend Date (Benzinga)
Oct-23-20 02:15PM	MetroCity Bankshares (MCBS) Q3 Earnings and Revenues Beat Estimates (Zacks)

MetroCity Bankshares, Inc. is a bank holding company, which engages in the provision of commercial bank services. The firm offers customary banking services as consumer and commercial checking accounts, savings accounts, certificates of deposit, commercial and consumer loans, single family residential loans, and money transfers services. Its portfolio includes construction and development, commercial real estate, commercial and industrial, single family residential mortgages, and consumer and other. The company was founded in 2014 and is headquartered in Doraville, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Shim Sam Sang-Koo	Director	Aug 22 '24	Sale	27.90	46,200	1,288,980	537,961	Aug 23 08:28 AM
Shim Sam Sang-Koo	Director	Aug 22 '24	Proposed Sale	27.88	46,200	1,288,065		Aug 22 04:48 PM
Shim Sam Sang-Koo	Director	Aug 19 '24	Sale	28.00	27,132	759,696	594,271	Aug 21 09:01 AM
Shim Sam Sang-Koo	Director	Aug 20 '24	Sale	28.00	10,110	283,080	584,161	Aug 21 09:01 AM
Shim Sam Sang-Koo	Director	Aug 20 '24	Proposed Sale	27.97	10,110	282,812		Aug 20 04:47 PM
Shim Sam Sang-Koo	Director	Aug 19 '24	Proposed Sale	27.89	27,132	756,622		Aug 19 05:38 PM
Shim Sam Sang-Koo	Director	Aug 01 '24	Sale	30.17	7,630	230,197	0	Aug 02 01:20 PM
Shim Sam Sang-Koo	Director	Aug 01 '24	Sale	30.29	3,613	109,438	621,403	Aug 02 01:20 PM
Shim Sam Sang-Koo	Director	Aug 01 '24	Proposed Sale	30.17	11,243	339,225		Aug 01 05:38 PM
Leung Don	Director	Jul 29 '24	Sale	31.47	1,256	39,526	815,736	Jul 31 08:44 AM
Tan Farid	President	Jul 30 '24	Sale	32.00	9,001	288,032	944,888	Jul 31 08:35 AM
Tan Farid	President	Jul 29 '24	Sale	32.00	502	16,064	953,889	Jul 30 08:37 AM
Tan Farid	President	Jul 26 '24	Sale	32.00	497	15,904	954,391	Jul 30 08:37 AM
Leung Don	Director	Jul 29 '24	Proposed Sale	31.42	1,256	39,463		Jul 29 02:46 PM
Leung Don	Director	Jul 26 '24	Sale	31.11	11,193	348,214	816,992	Jul 29 10:05 AM
Leung Don	Director	Jul 26 '24	Proposed Sale	31.10	11,193	348,129		Jul 26 04:02 PM
Leung Don	Director	Jul 24 '24	Sale	31.13	10,511	327,207	837,739	Jul 26 10:06 AM
Leung Don	Director	Jul 25 '24	Sale	31.07	9,554	296,843	828,185	Jul 26 10:06 AM
PAEK NACK Y	Chief Executive Officer	Jul 25 '24	Sale	30.88	31,713	979,297	1,286,200	Jul 26 08:42 AM
PAEK NACK Y	Chief Executive Officer	Jul 24 '24	Sale	30.71	18,287	561,594	1,317,913	Jul 26 08:42 AM
Leung Don	Director	Jul 23 '24	Sale	31.11	66,203	2,059,575	848,250	Jul 24 09:16 AM
Leung Don	Director	Jul 22 '24	Sale	31.02	17,014	527,774	914,453	Jul 24 09:16 AM
Leung Don	Director	Jul 17 '24	Sale	28.59	68,321	1,953,297	931,467	Jul 18 02:05 PM
Leung Don	Director	Jul 16 '24	Sale	28.56	55,413	1,582,595	999,788	Jul 18 02:05 PM
Leung Don	Director	Jul 15 '24	Sale	28.50	26,205	746,842	1,055,201	Jul 16 04:25 PM
Leung Don	Director	Jul 12 '24	Sale	28.50	61	1,738	1,081,406	Jul 16 04:25 PM
Shim Sam Sang-Koo	Director	Jun 05 '24	Buy	24.00	1,420	34,080	625,016	Jun 06 09:44 AM
Shim Sam Sang-Koo	Director	Jun 05 '24	Buy	24.00	485	11,640	7,630	Jun 06 09:44 AM
Shim Sam Sang-Koo	Director	Apr 29 '24	Buy	23.90	1,900	45,410	7,089	Apr 30 03:53 PM
Shim Sam Sang-Koo	Director	Apr 26 '24	Buy	23.85	695	16,576	619,897	Apr 30 03:53 PM
PAEK NACK Y	Chief Executive Officer	Nov 14 '23	Sale	20.79	26,800	557,279	1,301,985	Nov 14 01:35 PM
PAEK NACK Y	Chief Executive Officer	Nov 13 '23	Sale	20.11	2,763	55,556	1,328,785	Nov 14 01:35 PM
PAEK NACK Y	Chief Executive Officer	Nov 08 '23	Sale	20.33	13,860	281,718	1,338,125	Nov 13 08:46 AM
PAEK NACK Y	Chief Executive Officer	Nov 10 '23	Sale	20.22	5,393	109,057	1,331,548	Nov 13 08:46 AM
PAEK NACK Y	Chief Executive Officer	Nov 09 '23	Sale	20.21	1,184	23,932	1,336,941	Nov 13 08:46 AM

Open in Screener

NWBI

Northwest Bancshares Inc

Sep 06 • 04:00PM ET

13.29

Dollar change -0.14
Percentage change -1.04	%

Financial • Banks - Regional • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

NWBI Northwest Bancshares Inc daily Stock Chart

Held by: IJR VTI VB IWM SCHD VBR VXF IJS IWN AVUV

Index	RUT	P/E	16.60	EPS (ttm)	0.80	Insider Own	5.29%	Shs Outstand	127.11M	Perf Week	-3.63%
Market Cap	1.69B	Forward P/E	12.71	EPS next Y	1.05	Insider Trans	0.07%	Shs Float	120.64M	Perf Month	4.56%
Income	101.89M	PEG	2.37	EPS next Q	0.26	Inst Own	66.88%	Short Float	2.68%	Perf Quarter	22.15%
Sales	715.20M	P/S	2.37	EPS this Y	-6.91%	Inst Trans	0.32%	Short Ratio	4.51	Perf Half Y	14.67%
Book/sh	12.23	P/B	1.09	EPS next Y	2.15%	ROA	0.71%	Short Interest	3.23M	Perf Year	24.32%
Cash/sh	-	P/C	-	EPS next 5Y	7.00%	ROE	6.64%	52W Range	9.80 - 14.55	Perf YTD	6.49%
Dividend Est.	0.80 (6.02%)	P/FCF	12.98	EPS past 5Y	0.80%	ROI	5.66%	52W High	-8.66%	Beta	0.61
Dividend TTM	0.80 (6.02%)	Quick Ratio	-	Sales past 5Y	8.91%	Gross Margin	-	52W Low	35.61%	ATR (14)	0.32
Dividend Ex-Date	Aug 02, 2024	Current Ratio	0.04	EPS Y/Y TTM	-26.40%	Oper. Margin	19.08%	RSI (14)	49.48	Volatility	2.00% 2.14%
Employees	2098	Debt/Eq	0.31	Sales Y/Y TTM	13.02%	Profit Margin	14.25%	Recom	3.33	Target Price	12.80
Option/Short	Yes / Yes	LT Debt/Eq	0.16	EPS Q/Q	-85.63%	Payout	75.46%	Rel Volume	0.59	Prev Close	13.43
Sales Surprise	3.38%	EPS Surprise	21.79%	Sales Q/Q	-9.12%	Earnings	Jul 23 BMO	Avg Volume	715.92K	Price	13.29
SMA20	-0.23%	SMA50	2.72%	SMA200	12.00%	Trades		Volume	421,080	Change	-1.04%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-29-22	Initiated	Janney	Neutral	$15
May-06-22	Downgrade	Piper Sandler	Neutral → Underweight	$14 → $12
Jul-27-21	Resumed	Keefe Bruyette	Mkt Perform	$13.50
Jul-27-21	Downgrade	B. Riley Securities	Buy → Neutral	$16 → $14
Jul-27-21	Downgrade	B. Riley Securities	Buy → Neutral
Oct-27-20	Upgrade	Piper Sandler	Underweight → Neutral	$10
Oct-15-20	Initiated	Stephens	Equal-Weight	$11
Oct-13-20	Resumed	Boenning & Scattergood	Neutral
Jun-19-20	Initiated	B. Riley FBR	Buy	$12.50
Nov-20-19	Initiated	Raymond James	Mkt Perform
Dec-19-16	Downgrade	Sandler O'Neill	Hold → Sell
Oct-26-16	Reiterated	FBR & Co.	Mkt Perform	$15 → $16
Jul-26-16	Reiterated	FBR Capital	Mkt Perform	$14 → $15
Jun-02-16	Initiated	FBR Capital	Mkt Perform	$14
May-02-16	Reiterated	RBC Capital Mkts	Outperform	$14 → $15
Jun-22-15	Resumed	Boenning & Scattergood	Neutral
Sep-30-14	Upgrade	Boenning & Scattergood	Neutral → Outperform	$14
Apr-22-14	Reiterated	RBC Capital Mkts	Outperform	$16 → $15
Aug-21-13	Initiated	Boenning & Scattergood	Neutral
Apr-27-11	Downgrade	FBR Capital	Outperform → Mkt Perform	$13 → $13

Show Previous Ratings

Aug-29-24 12:00PM	What Makes Northwest Bancshares (NWBI) a New Buy Stock (Zacks)
Aug-21-24 11:30AM	Northwest Bank names Sean Morrow as Interim Treasurer (PR Newswire)
Aug-05-24 04:30PM	Northwest Bank Names Joseph Canfield as Chief Accounting Officer (PR Newswire)
Jul-23-24 09:30AM	Here's What Key Metrics Tell Us About Northwest Bancshares (NWBI) Q2 Earnings (Zacks)
08:35AM	Northwest Bancshares (NWBI) Tops Q2 Earnings Estimates (Zacks)
07:29AM	Loading…
07:29AM	Northwest Bancshares: Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	Northwest Bancshares, Inc. Announces Second Quarter 2024 net income of $5 million, or $0.04 per diluted share (PR Newswire)
Jul-12-24 05:00PM	Northwest Bancshares, Inc. to Host Second-Quarter 2024 Earnings Call (PR Newswire)
Jun-18-24 04:00PM	Northwest Bank Appoints Urich Bowers as Chief Consumer Banking and Strategy Officer (PR Newswire)
May-17-24 01:00PM	Director Timothy Hunter Acquires 10,000 Shares of Northwest Bancshares Inc (NWBI) (GuruFocus.com)
May-11-24 12:27PM	10 Dividend Stocks Insiders are Buying in May (Insider Monkey)
May-08-24 04:32AM	Insiders are Buying These 10 Undervalued Bank Stocks (Insider Monkey)
Apr-22-24 01:52PM	NWBI Stock Earnings: Northwest Bancshares Meets EPS, Misses Revenue for Q1 2024 (InvestorPlace)
12:00PM	Northwest Bancshares (NWBI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
10:10AM	Northwest Bancshares (NWBI) Meets Q1 Earnings Estimates (Zacks)
09:09AM	Loading…
09:09AM	Northwest Bancshares: Q1 Earnings Snapshot (Associated Press Finance)
09:00AM	Northwest Bancshares, Inc. Announces First Quarter 2024 Earnings and Quarterly Dividend (PR Newswire)
Apr-17-24 09:15AM	Gear Up for Northwest Bancshares (NWBI) Q1 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Feb-26-24 04:01PM	Northwest Bancshares, Inc. and Northwest Bank Name Douglas M. Schosser Chief Financial Officer (PR Newswire)
Feb-02-24 09:55AM	Northwest Bancshares (NWBI) Could Find a Support Soon, Here's Why You Should Buy the Stock Now (Zacks)
Feb-01-24 01:30PM	Northwest Bank Welcomes Jonathan Smith as Head of SBA Lending (ACCESSWIRE)
Jan-30-24 02:00PM	Northwest Bank Appoints Molly Abair as Head of Commercial Credit Management (ACCESSWIRE)
Jan-22-24 11:00AM	Northwest Bancshares (NWBI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
10:15AM	Northwest Bancshares (NWBI) Matches Q4 Earnings Estimates (Zacks)
09:32AM	Northwest Bancshares Inc Reports Mixed Q4 Results Amid Interest Rate and Liquidity Challenges (GuruFocus.com)
09:22AM	Northwest Bancshares: Q4 Earnings Snapshot (Associated Press Finance)
09:00AM	Northwest Bancshares, Inc. Announces Fourth Quarter 2023 Earnings and Quarterly Dividend (PR Newswire)
Dec-14-23 05:02AM	Strength Seen in Northwest Bancshares (NWBI): Can Its 5.5% Jump Turn into More Strength? (Zacks)
Nov-06-23 12:20PM	Can Northwest Bancshares (NWBI) Run Higher on Rising Earnings Estimates? (Zacks)
Oct-30-23 04:40PM	12 Best Dividend Stocks Under $20 (Insider Monkey)
10:30AM	Loading…
Oct-25-23 10:30AM	Northwest Bancshares (NWBI) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
Oct-23-23 10:15AM	Northwest Bancshares (NWBI) Q3 Earnings and Revenues Top Estimates (Zacks)
09:08AM	Northwest Bancshares: Q3 Earnings Snapshot (Associated Press Finance)
09:00AM	Northwest Bancshares, Inc. Announces Third Quarter 2023 Earnings and Quarterly Dividend (PR Newswire)
Sep-29-23 12:55PM	Northwest starts search for CFO (American City Business Journals)
Sep-21-23 09:00AM	Northwest Bancshares, Inc. and Northwest Bank Announce CFO Retirement Date (PR Newswire)
Sep-15-23 01:11AM	Insider Buying: EVP, Corporate Treasurer Jeffrey Maddigan Acquires 9600 Shares of Northwest ... (GuruFocus.com)
Sep-12-23 08:40AM	Is the Options Market Predicting a Spike in Northwest Bancshares (NWBI) Stock? (Zacks)
Sep-11-23 03:30PM	Latest Debt Ratings from KBRA Reflect the Strength and Stability of Northwest Bank (ACCESSWIRE)
Jul-31-23 06:44AM	Daily Vickers Top Buyers & Sellers for 07/31/2023 (Argus Research)
Jul-29-23 08:03AM	Northwest Bancshares, Inc. (NASDAQ:NWBI) Will Pay A US$0.20 Dividend In Three Days (Simply Wall St.)
Jul-25-23 06:32AM	If EPS Growth Is Important To You, Northwest Bancshares (NASDAQ:NWBI) Presents An Opportunity (Simply Wall St.)
Jul-24-23 10:25AM	Northwest Bancshares (NWBI) Q2 Earnings Match Estimates (Zacks)
09:11AM	Northwest Bancshares: Q2 Earnings Snapshot (AP Finance)
Jun-21-23 08:00PM	NWBI: What does Argus have to say about NWBI? (Argus Research)
Jun-08-23 12:48PM	Recent uptick might appease Northwest Bancshares, Inc. (NASDAQ:NWBI) institutional owners after losing 0.5% over the past year (Simply Wall St.)
May-17-23 02:30PM	Northwest Bancshares, Inc. Appoints New Board Member (ACCESSWIRE) +5.79%
Apr-28-23 06:16AM	Should Income Investors Look At Northwest Bancshares, Inc. (NASDAQ:NWBI) Before Its Ex-Dividend? (Simply Wall St.)
Apr-27-23 07:02AM	Daily Vickers Top Buyers & Sellers for 04/27/2023 (Argus Research)
06:11AM	Northwest Bancshares (NASDAQ:NWBI) Has Announced A Dividend Of $0.20 (Simply Wall St.)
Apr-26-23 08:00PM	NWBI: What does Argus have to say about NWBI? (Argus Research)
Apr-24-23 11:30AM	Northwest Bancshares (NWBI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
10:25AM	Northwest Bancshares (NWBI) Matches Q1 Earnings Estimates (Zacks)
09:17AM	Northwest Bancshares: Q1 Earnings Snapshot (AP Finance)
09:00AM	Northwest Bancshares, Inc. Announces First Quarter 2023 Earnings and Quarterly Dividend (PR Newswire)
Apr-18-23 10:01AM	Analysts Estimate Flushing Financial (FFIC) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-17-23 10:00AM	Northwest Bancshares (NWBI) Earnings Expected to Grow: What to Know Ahead of Q1 Release (Zacks)
Apr-14-23 03:28PM	3 Small-Cap Stocks With Dividend Yields Over 4% (InvestorPlace)
Mar-29-23 09:49AM	Quite a few insiders invested in Northwest Bancshares, Inc. (NASDAQ:NWBI) last year which is positive news for shareholders (Simply Wall St.)
Mar-15-23 07:07AM	OceanFirst (OCFC) Soars 7.4%: Is Further Upside Left in the Stock? (Zacks)
Feb-23-23 07:41AM	Northwest Bancshares (NASDAQ:NWBI) shareholders have earned a 2.1% CAGR over the last five years (Simply Wall St.)
Feb-09-23 02:00PM	Northwest Bank Adds President, Managing Director and Senior Credit and Risk Officer to New Commercial Finance Group (ACCESSWIRE)
Jan-27-23 05:40AM	Interested In Northwest Bancshares' (NASDAQ:NWBI) Upcoming US$0.20 Dividend? You Have Four Days Left (Simply Wall St.)
Jan-26-23 05:11AM	Northwest Bancshares (NASDAQ:NWBI) Will Pay A Dividend Of $0.20 (Simply Wall St.)
Jan-24-23 09:38AM	Company News for Jan 24, 2023 (Zacks)
09:20AM	Northwest Bancshares Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Jan-23-23 11:07AM	Columbus-based Northwest Bank cutting 12% of workforce in shift to commercial loans (American City Business Journals)
10:15AM	Northwest Bancshares (NWBI) Lags Q4 Earnings Estimates (Zacks)
09:00AM	Northwest Bancshares, Inc. Announces Fourth Quarter 2022 Earnings and Quarterly Dividend (PR Newswire)
Jan-12-23 03:30PM	3 High-Yield Dividend Stocks to Buy Now (TheStreet.com)
Oct-27-22 06:47AM	Northwest Bancshares (NASDAQ:NWBI) Has Affirmed Its Dividend Of $0.20 (Simply Wall St.)
Oct-24-22 10:25AM	Northwest Bancshares (NWBI) Misses Q3 Earnings Estimates (Zacks)
09:00AM	Northwest Bancshares, Inc. Announces Third Quarter 2022 Earnings and Quarterly Dividend (PR Newswire)
Oct-19-22 10:01AM	New York Community Bancorp (NYCB) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
06:46AM	As Northwest Bancshares, Inc. (NASDAQ:NWBI) hits US$1.8b market cap, insiders may be dismayed about not purchasing higher quantities (Simply Wall St.)
Oct-18-22 09:00AM	Looking for Stocks with Positive Earnings Momentum? Check Out These 2 Finance Names (Zacks)
Oct-17-22 12:10PM	Why Northwest Bancshares (NWBI) is Poised to Beat Earnings Estimates Again (Zacks)
10:00AM	Northwest Bancshares (NWBI) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-10-22 12:00PM	Northwest Bancshares (NWBI) Moves to Buy: Rationale Behind the Upgrade (Zacks)
Oct-06-22 10:07AM	Northwest Bank Promotes Jim Colestro to Executive Vice President (PR Newswire)
Sep-21-22 03:11PM	3 Top-Ranked Stocks With Dividend Yields Greater Than 5% (Zacks)
Sep-20-22 11:17AM	Huntington increases Columbus market dominance as newcomer Bank of America slips, FDIC data show (American City Business Journals)
Sep-15-22 08:40AM	Zacks Market Edge Highlights: 3M, Northwest Bancshares, Pfizer, Xerox, Enterprise Products Partners (Zacks)
Sep-14-22 03:16PM	How to Have Fun Investing (Zacks)
Sep-06-22 06:24AM	Northwest Bancshares (NASDAQ:NWBI) shareholders have earned a 1.1% CAGR over the last three years (Simply Wall St.)
Aug-23-22 02:28PM	Northwest Bank names longtime Ohio banking exec Louis Torchio its new CEO (American City Business Journals)
Aug-18-22 03:40PM	Northwest appoints new CEO (American City Business Journals)
08:30AM	Northwest Bancshares, Inc. and Northwest Bank Name Louis J. Torchio President and Chief Executive Officer (PR Newswire)
Jul-28-22 06:27AM	Northwest Bancshares' (NASDAQ:NWBI) Dividend Will Be $0.20 (Simply Wall St.)
Jul-27-22 12:20PM	Will Northwest Bancshares (NWBI) Gain on Rising Earnings Estimates? (Zacks)
12:00PM	Here's Why Northwest Bancshares (NWBI) is a Great Momentum Stock to Buy (Zacks)
Jul-25-22 10:15AM	Northwest Bancshares (NWBI) Q2 Earnings and Revenues Beat Estimates (Zacks)
09:00AM	Northwest Bancshares, Inc. Announces Second Quarter 2022 Earnings and Quarterly Dividend (PR Newswire)
Jul-22-22 10:23AM	Why Northwest Bancshares (NWBI) Might Surprise This Earnings Season (Zacks)
Jul-20-22 10:01AM	Analysts Estimate Meta Financial (CASH) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-18-22 10:00AM	Northwest Bancshares (NWBI) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Jul-05-22 06:40AM	7 Cheap Blue-Chip Stocks Under $15 to Buy Now (InvestorPlace)
Jun-17-22 02:52PM	Philadelphia commercial lenders on the 'sea change' in their world and 'tough time for businesses' (American City Business Journals)
Jun-11-22 09:13AM	What Kind Of Investors Own Most Of Northwest Bancshares, Inc. (NASDAQ:NWBI)? (Simply Wall St.)
May-25-22 07:44PM	Longtime Central Ohio banking leader Ron Seiffert has died (American City Business Journals)

Northwest Bancshares, Inc. is a holding company, which engages in the provision of a complete line of business and personal banking products, as well as treasury management solutions, and wealth management services. The company was founded in 1896 and is headquartered in Columbus, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
HARVEY WILLIAM W	SEVP, Chief Operating Officer	Jul 26 '24	Option Exercise	12.12	13,614	164,988	221,916	Jul 29 03:22 PM
HARVEY WILLIAM W	SEVP, Chief Operating Officer	Jul 26 '24	Sale	14.18	13,614	192,999	208,302	Jul 29 03:22 PM
HARVEY WILLIAM W	Officer	Jul 26 '24	Proposed Sale	14.14	13,614	192,442		Jul 26 03:50 PM
Meegan John P	Director	Jul 25 '24	Option Exercise	12.37	7,200	89,064	83,524	Jul 26 09:59 AM
Meegan John P	Director	Jul 25 '24	Sale	14.16	7,200	101,924	76,324	Jul 26 09:59 AM
Schosser Douglas M	Chief Financial Officer	Jul 25 '24	Buy	14.19	7,000	99,338	46,347	Jul 26 08:51 AM
Barnum Carey A.	SVP, Chief Auditor	Jun 10 '24	Sale	10.67	78	832	3,506	Jun 11 02:54 PM
Barnum Carey A.	SVP, Chief Auditor	Jun 07 '24	Sale	10.77	64	689	3,584	Jun 11 02:54 PM
Cygnar Devin T	EVP, Chief Mktg/Comm. Officer	Jun 07 '24	Sale	10.77	186	2,003	11,186	Jun 11 08:22 AM
Barnum Carey A.	SVP, Chief Auditor	Jun 07 '24	Sale	10.85	199	2,159	3,648	Jun 07 10:40 AM
Paup Mark A	Director	Jun 05 '24	Buy	10.68	12,000	128,166	49,979	Jun 05 04:17 PM
Cygnar Devin T	EVP, Chief Mktg/Comm. Officer	May 31 '24	Sale	10.94	451	4,932	11,372	Jun 03 03:31 PM
Barnum Carey A.	SVP, Chief Auditor	May 31 '24	Sale	10.94	157	1,717	3,847	Jun 03 03:28 PM
Hunter Timothy M	Director	May 16 '24	Buy	11.30	10,000	113,000	161,474	May 17 10:44 AM
Cygnar Devin T	EVP, Chief Mktg/Comm. Officer	May 08 '24	Sale	11.08	3,843	42,580	11,823	May 08 02:59 PM
Torchio Louis J	President & CEO	May 02 '24	Buy	10.87	2,295	24,945	89,620	May 03 01:04 PM
Barnum Carey A.	SVP, Chief Auditor	Apr 25 '24	Sale	10.85	519	5,629	4,004	Apr 26 10:55 AM
Watson Scott J	EVP, Chief Information Officer	Jan 24 '24	Buy	12.90	5,000	64,512	35,282	Jan 24 03:47 PM
Fannin Timothy B	Director	Dec 13 '23	Sale	12.14	6,110	74,175	22,608	Dec 15 10:22 AM
Cygnar Devin T	EVP, Chief Mktg/Comm. Officer	Nov 07 '23	Buy	10.96	13,692	150,000	13,692	Nov 08 09:30 AM
Maddigan Jeffrey J	EVP, Corporate Treasurer	Sep 13 '23	Buy	10.47	9,600	100,512	35,126	Sep 14 03:29 PM

Open in Screener

APPF

Appfolio Inc

Sep 06 • 04:00PM ET

222.92

Dollar change -5.36
Percentage change -2.35	%

Technology • Software - Application • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IJH VTI VB VXF VBK VGT MDY IJK IWP SCHA

Index	-	P/E	65.31	EPS (ttm)	3.41	Insider Own	39.63%	Shs Outstand	36.28M	Perf Week	-3.97%
Market Cap	8.09B	Forward P/E	41.07	EPS next Y	5.43	Insider Trans	-2.38%	Shs Float	21.91M	Perf Month	5.29%
Income	125.03M	PEG	2.61	EPS next Q	1.03	Inst Own	51.85%	Short Float	3.25%	Perf Quarter	-3.81%
Sales	722.08M	P/S	11.20	EPS this Y	144.14%	Inst Trans	0.13%	Short Ratio	2.51	Perf Half Y	-2.55%
Book/sh	10.24	P/B	21.77	EPS next Y	30.02%	ROA	30.10%	Short Interest	0.71M	Perf Year	14.77%
Cash/sh	7.76	P/C	28.72	EPS next 5Y	25.00%	ROE	41.86%	52W Range	164.29 - 274.56	Perf YTD	28.68%
Dividend Est.	-	P/FCF	52.71	EPS past 5Y	-33.29%	ROI	30.43%	52W High	-18.81%	Beta	0.81
Dividend TTM	-	Quick Ratio	5.51	Sales past 5Y	26.90%	Gross Margin	61.18%	52W Low	35.69%	ATR (14)	6.54
Dividend Ex-Date	-	Current Ratio	5.51	EPS Y/Y TTM	257.99%	Oper. Margin	15.29%	RSI (14)	44.24	Volatility	2.33% 2.32%
Employees	1504	Debt/Eq	0.12	Sales Y/Y TTM	35.65%	Profit Margin	17.32%	Recom	1.22	Target Price	293.71
Option/Short	Yes / Yes	LT Debt/Eq	0.11	EPS Q/Q	251.92%	Payout	0.00%	Rel Volume	0.38	Prev Close	228.28
Sales Surprise	3.57%	EPS Surprise	17.02%	Sales Q/Q	34.20%	Earnings	Jul 25 AMC	Avg Volume	283.84K	Price	222.92
SMA20	-0.65%	SMA50	-5.55%	SMA200	0.72%	Trades		Volume	107,505	Change	-2.35%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-11-24	Initiated	Piper Sandler	Overweight	$295
Jan-19-24	Initiated	BTIG Research	Buy	$215
Sep-01-23	Upgrade	DA Davidson	Neutral → Buy	$155 → $230
Aug-28-23	Upgrade	William Blair	Mkt Perform → Outperform
Aug-21-23	Upgrade	Stephens	Equal-Weight → Overweight	$184 → $212
Aug-17-23	Initiated	JP Morgan	Overweight	$200
Sep-15-22	Initiated	Berenberg	Buy	$130
Apr-08-22	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$143
Feb-08-22	Upgrade	Stephens	Underweight → Equal-Weight	$105 → $107
May-11-21	Upgrade	DA Davidson	Underperform → Neutral	$122
Jan-26-21	Initiated	Stephens	Underweight	$115
Oct-26-20	Initiated	Keefe Bruyette	Mkt Perform	$150
May-27-20	Downgrade	William Blair	Outperform → Mkt Perform
May-05-20	Downgrade	DA Davidson	Neutral → Underperform	$88
Mar-17-20	Upgrade	DA Davidson	Underperform → Neutral
Jul-30-19	Downgrade	DA Davidson	Neutral → Underperform
Jul-16-19	Resumed	KeyBanc Capital Markets	Sector Weight
Dec-06-18	Initiated	DA Davidson	Neutral
May-21-18	Downgrade	Morgan Stanley	Equal-Weight → Underweight
Dec-06-16	Resumed	Credit Suisse	Neutral	$19

Show Previous Ratings

Sep-06-24 09:30AM	Should You Invest in AppFolio (APPF) Based on Bullish Wall Street Views? (Zacks)
Sep-05-24 06:00PM	AppFolio (APPF) Ascends While Market Falls: Some Facts to Note (Zacks)
Aug-30-24 06:00PM	AppFolio (APPF) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
Aug-22-24 09:00AM	New AppFolio Survey Finds Property Managers Must Innovate to Meet Modern Renter Expectations (GlobeNewswire)
Aug-20-24 05:00PM	Insider Selling: CEO William Trigg Sells Shares of AppFolio Inc (APPF) (GuruFocus.com)
03:01PM	Loading…
Aug-19-24 03:01PM	Insider Sale: Chief Legal Officer Matthew Mazza Sells Shares of AppFolio Inc (APPF) (GuruFocus.com)
Aug-12-24 11:00AM	AppFolio Names Marcy Campbell as Chief Revenue Officer (GlobeNewswire)
Aug-04-24 06:46AM	3 Top Tech Stocks Ready for Robust Gains (InvestorPlace)
Jul-29-24 03:45PM	AppFolio, Inc. (APPF): One of Ray Dalio's Top 10 Growth Stock Picks Right Now? (Insider Monkey)
Jul-25-24 07:00PM	AppFolio (APPF) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) -10.85%
05:55PM	AppFolio (APPF) Tops Q2 Earnings and Revenue Estimates (Zacks)
04:52PM	AppFolio: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	AppFolio, Inc. Announces Second Quarter 2024 Financial Results (GlobeNewswire)
Jul-23-24 09:51AM	What's in the Offing for AppFolio (APPF) This Earnings Season? (Zacks)
Jul-22-24 09:40AM	Is AppFolio (APPF) Outperforming Other Computer and Technology Stocks This Year? (Zacks)
06:15PM	Loading…
Jul-16-24 06:15PM	AppFolio (APPF) Outpaces Stock Market Gains: What You Should Know (Zacks)
Jul-12-24 04:15PM	AppFolio, IBD Stock Of The Day, Climbs On Lower Interest Rate Outlook (Investor's Business Daily) +5.02%
Jul-11-24 08:00AM	AppFolio, Inc. Announces Date of Second Quarter 2024 Financial Results Conference Call (GlobeNewswire)
Jul-10-24 06:15PM	AppFolio (APPF) Stock Sinks As Market Gains: Here's Why (Zacks)
Jul-01-24 11:31AM	AI Software Stock Nears Buy Point; Profits Expected To Jump 281% (Investor's Business Daily)
Jun-26-24 06:15PM	Why AppFolio (APPF) Outpaced the Stock Market Today (Zacks)
03:23PM	Livly Joins Forces with AppFolio to Revolutionize Multifamily Property Management (PR Newswire)
Jun-25-24 07:05AM	AppFolio (APPF) Returned to Profitability After Huge Investments (Insider Monkey)
Jun-18-24 08:55AM	AppFolio Expands AI Market Leadership with New Realm-X Capabilities, Transforming Operational Performance for Property Managers (GlobeNewswire)
Jun-11-24 12:01PM	Why You Should Add AppFolio (APPF) Stock to Your Portfolio Now (Zacks)
Jun-06-24 06:00PM	AppFolio (APPF) Gains As Market Dips: What You Should Know (Zacks)
May-31-24 06:00PM	AppFolio (APPF) Stock Sinks As Market Gains: Here's Why (Zacks)
May-20-24 05:08AM	AppFolio (APPF) Continued to Exceed Expectations in Q1 (Insider Monkey)
04:12AM	Is Core & Main (CNM) a High-Quality Business? (Insider Monkey)
03:52AM	Should You Be Optimistic about Wingstop (WING)'s Long-Term Opportunity? (Insider Monkey)
01:00PM	Loading…
May-18-24 01:00PM	Invest in Growth: 3 Tech Stocks to Buy and Hold for Long-Term Wealth (InvestorPlace)
May-17-24 07:00PM	Insider Selling: CEO William Trigg Sells 8,210 Shares of AppFolio Inc (APPF) (GuruFocus.com)
09:30AM	Wall Street Analysts Look Bullish on AppFolio (APPF): Should You Buy? (Zacks)
May-16-24 03:19AM	AppFolio Insider Sold Shares Worth $2,502,600, According to a Recent SEC Filing (MT Newswires)
May-15-24 12:00PM	AppFolio (APPF) Is Up 3.43% in One Week: What You Should Know (Zacks)
02:40AM	Insider Sale: Chief Legal Officer Matthew Mazza Sells Shares of AppFolio Inc (APPF) (GuruFocus.com)
May-14-24 05:47PM	Appfolio Insider Sold Shares Worth $531,600, According to a Recent SEC Filing (MT Newswires)
May-13-24 12:03PM	AvidXchange Holdings, Inc. (NASDAQ:AVDX) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-30-24 10:38AM	AppFolio, Inc. (NASDAQ:APPF) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-26-24 04:24PM	Why AppFolio Stock Soared Today (Motley Fool) +12.05%
11:01AM	Update: AppFolio Swings to Q1 Adjusted Earnings, Revenue Rises; Lifts 2024 Revenue Guidance; Shares Climb (MT Newswires)
09:06AM	Sector Update: Tech Stocks Mixed Premarket Friday (MT Newswires)
06:11AM	Q1 2024 Appfolio Inc Earnings Call (Thomson Reuters StreetEvents)
03:44AM	AppFolio Inc (APPF) Q1 2024 Earnings Call Transcript Highlights: Strong Growth and Strategic ... (GuruFocus.com)
03:43AM	AppFolio Swings to Q1 Adjusted Earnings, Revenue Rises; Lifts 2024 Revenue Guidance (MT Newswires)
Apr-25-24 05:45PM	AppFolio (APPF) Q1 Earnings and Revenues Top Estimates (Zacks)
05:35PM	AppFolio Inc (APPF) Q1 2024 Earnings: Strong Revenue Growth and Profitability Improvement (GuruFocus.com)
04:40PM	AppFolio: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	AppFolio, Inc. Announces First Quarter 2024 Financial Results (GlobeNewswire)
Apr-22-24 09:31AM	AppFolio (APPF) to Report Q1 Earnings: What's in the Offing? (Zacks)
Apr-11-24 08:00AM	AppFolio, Inc. Announces Date of First Quarter 2024 Financial Results Conference Call (GlobeNewswire)
Apr-09-24 06:15PM	AppFolio (APPF) Stock Sinks As Market Gains: What You Should Know (Zacks)
Apr-01-24 09:40AM	Has AppFolio (APPF) Outpaced Other Computer and Technology Stocks This Year? (Zacks)
Mar-26-24 11:54AM	Why AppFolio Stock Jumped on Tuesday (Motley Fool) +9.81%
Mar-25-24 06:15PM	AppFolio Set to Join S&P MidCap 400; Inari Medical to Join S&P SmallCap 600 (PR Newswire)
Mar-07-24 09:00AM	AppFolio Sees Strong Demand for New Plan Designed for Large Property Management Operations (GlobeNewswire)
Mar-05-24 11:32PM	Director Olivia Nottebohm Sells Shares of AppFolio Inc (APPF) (GuruFocus.com)
Feb-29-24 11:36AM	AvidXchange Holdings, Inc. (NASDAQ:AVDX) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-15-24 09:00AM	AppFolio's Second Annual Property Manager Benchmark Report Reflects Changing Dynamics of 2024 Real Estate Market (GlobeNewswire)
Feb-09-24 07:15AM	7 Tech Stocks Primed for a Red-Hot 2024 (InvestorPlace)
Feb-02-24 03:26PM	Rising Stars: 3 Under-the-Radar Stocks Set for Mind-Blowing Growth in 2024 (InvestorPlace)
Feb-01-24 08:47AM	Why You Shouldn't Bet Against AppFolio (APPF) Stock (Zacks)
Jan-29-24 03:00AM	AppFolio Stock Jumps To A Higher Level On Earnings Beat (Investor's Business Daily)
Jan-27-24 11:01AM	AppFolio, Inc. (NASDAQ:APPF) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-26-24 01:02PM	Why AppFolio Stock Rocketed to a New All-Time High Today (Motley Fool) +28.26%
06:00AM	Q4 2023 Appfolio Inc Earnings Call (Thomson Reuters StreetEvents)
Jan-25-24 06:30PM	AppFolio (APPF) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:35PM	AppFolio (APPF) Q4 Earnings and Revenues Top Estimates (Zacks)
04:49PM	AppFolio Inc (APPF) Reports Strong Revenue Growth and Profitability in Q4 and Fiscal Year 2023 (GuruFocus.com)
04:42PM	AppFolio: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	AppFolio, Inc. Announces Fourth Quarter and Fiscal Year 2023 Financial Results (GlobeNewswire)
Jan-18-24 12:10PM	Will AppFolio (APPF) Beat Estimates Again in Its Next Earnings Report? (Zacks)
10:00AM	AppFolio (APPF) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-11-24 08:00AM	AppFolio, Inc. Announces Date of Fourth Quarter and Year End 2023 Financial Results Conference Call (GlobeNewswire)
Jan-10-24 04:52AM	Strength Seen in AppFolio (APPF): Can Its 3.9% Jump Turn into More Strength? (Zacks)
Dec-07-23 09:00AM	AMC Selects AppFolio as Technology Partner to Drive Future Expansion (GlobeNewswire)
Nov-23-23 01:04AM	Insider Sell: CEO William Trigg Sells 7,430 Shares of AppFolio Inc (APPF) (GuruFocus.com)
Nov-16-23 08:50AM	Here's What Could Help AppFolio (APPF) Maintain Its Recent Price Strength (Zacks)
Nov-15-23 04:40PM	Real Estate Software Firm AppFolio Targeting Enterprise Market (Investor's Business Daily) -5.03%
09:15AM	AppFolio, Inc. (APPF) Hits Fresh High: Is There Still Room to Run? (Zacks)
Nov-09-23 05:35PM	3 Earnings Winners Poised to Outperform the Market (InvestorPlace)
Nov-02-23 10:00AM	Best Momentum Stocks to Buy for November 2nd (Zacks)
Oct-31-23 04:05PM	AppFolio, Inc. to Host Investor Meeting on November 14, 2023 (GlobeNewswire)
Oct-30-23 08:50AM	What Makes AppFolio (APPF) a Good Fit for 'Trend Investing' (Zacks)
01:27AM	The AppFolio Inc (APPF) Company: A Short SWOT Analysis (GuruFocus.com)
Oct-27-23 01:22PM	Why AppFolio Stock Soared Today (Motley Fool) +6.32%
12:00PM	AppFolio (APPF) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
08:29AM	AppFolio, Inc. (NASDAQ:APPF) Q3 2023 Earnings Call Transcript (Insider Monkey)
07:59AM	Q3 2023 Appfolio Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-26-23 07:00PM	AppFolio (APPF) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
06:09PM	AppFolio Inc (APPF) Reports 32% Revenue Growth in Q3 2023 (GuruFocus.com)
05:50PM	AppFolio (APPF) Tops Q3 Earnings and Revenue Estimates (Zacks)
04:45PM	AppFolio: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	AppFolio, Inc. Announces Third Quarter Financial Results (GlobeNewswire)
Oct-24-23 09:40AM	Is AppFolio (APPF) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Oct-12-23 08:00AM	AppFolio, Inc. Announces Date of Third Quarter 2023 Financial Results Conference Call (GlobeNewswire)
Oct-09-23 08:50AM	Here's Why 'Trend' Investors Would Love Betting on AppFolio (APPF) (Zacks)
Oct-06-23 08:53AM	EngageSmart (ESMT) Soars 7.8%: Is Further Upside Left in the Stock? (Zacks)
Sep-22-23 12:00PM	What Makes AppFolio (APPF) a New Buy Stock (Zacks)
Sep-21-23 12:00PM	AppFolio Unveils Realm-X, the Property Management Industrys First-Ever Generative AI Conversational Interface (GlobeNewswire)

AppFolio, Inc., provides industry-specific cloud-based business software solutions, services, and data analytics for the real estate industry. The firm offers AppFolio Property Manager, a property management solution designed to address the operational and business requirements of property management companies and their business ecosystems and AppFolio Investment Management, a cloud-based software solution for real estate investment managers of various sizes that provides tools and services designed to streamline their real estate investment management businesses. It also provides Value+ services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as artificial intelligence leasing assistant, tenant screening, electronic payment, utility management, maintenance contact center, tenant debt collection, and mailing services. The company was founded by Brian Donahoo, Klaus Schauser and Jonathan Walker in 2006 and is headquartered in Santa Barbara, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DUCA MAURICE J	10% Owner	Aug 30 '24	Sale	233.01	2,274	529,865	19,122	Sep 03 05:38 PM
DUCA MAURICE J	10% Owner	Aug 29 '24	Sale	233.23	1,601	373,396	21,396	Sep 03 05:38 PM
DUCA MAURICE J	10% Owner	Aug 26 '24	Sale	234.87	2,968	697,106	24,500	Aug 28 06:25 PM
DUCA MAURICE J	10% Owner	Aug 27 '24	Sale	232.31	1,003	233,007	23,497	Aug 28 06:25 PM
DUCA MAURICE J	10% Owner	Aug 28 '24	Sale	232.59	500	116,295	22,997	Aug 28 06:25 PM
Trigg William Shane	Chief Executive Officer	Aug 16 '24	Sale	218.98	3,501	766,649	81,699	Aug 20 01:25 PM
Mazza Matthew S	Chief Legal Officer	Aug 15 '24	Sale	221.22	2,371	524,518	39,980	Aug 19 01:00 PM
Trigg William Shane	Officer	Aug 16 '24	Proposed Sale	218.98	3,501	766,649		Aug 16 10:28 AM
MATTHEW MAZZA	Officer	Aug 15 '24	Proposed Sale	216.82	3,297	714,856		Aug 15 04:29 PM
DUCA MAURICE J	10% Owner	Jul 30 '24	Sale	233.60	100	23,360	27,468	Aug 01 05:34 PM
DUCA MAURICE J	10% Owner	Jul 26 '24	Sale	240.08	11,627	2,791,415	27,768	Jul 30 09:21 PM
DUCA MAURICE J	10% Owner	Jul 29 '24	Sale	232.52	200	46,504	27,568	Jul 30 09:21 PM
DUCA MAURICE J	10% Owner	Jul 25 '24	Sale	261.14	10,389	2,713,010	39,395	Jul 29 05:09 PM
DUCA MAURICE J	10% Owner	Jul 23 '24	Sale	270.87	5,137	1,391,457	54,246	Jul 25 09:18 PM
DUCA MAURICE J	10% Owner	Jul 24 '24	Sale	261.19	4,462	1,165,444	49,784	Jul 25 09:18 PM
Schauser Klaus	10% Owner	Jul 22 '24	Sale	270.00	1,000	270,000	403,000	Jul 24 01:04 PM
Schauser Klaus	10% Owner	Jul 12 '24	Sale	260.00	1,000	260,000	504,000	Jul 16 04:00 PM
DUCA MAURICE J	10% Owner	Jul 03 '24	Sale	249.32	2,931	730,767	10,060	Jul 08 07:52 PM
DUCA MAURICE J	10% Owner	Jul 05 '24	Sale	251.06	2,084	523,204	7,976	Jul 08 07:52 PM
DUCA MAURICE J	10% Owner	Jul 08 '24	Sale	252.82	876	221,470	7,100	Jul 08 07:52 PM
DUCA MAURICE J	10% Owner	Jun 28 '24	Sale	244.93	5,200	1,273,643	20,491	Jul 02 08:56 PM
DUCA MAURICE J	10% Owner	Jul 02 '24	Sale	246.14	4,500	1,107,608	12,991	Jul 02 08:56 PM
DUCA MAURICE J	10% Owner	Jul 01 '24	Sale	243.15	3,000	729,454	17,491	Jul 02 08:56 PM
Nottebohm Olivia	Director	Jun 27 '24	Sale	240.49	460	110,625	1,449	Jul 01 06:27 PM
von Blottnitz Andreas	Director	Jun 26 '24	Sale	240.24	5,111	1,227,867	8,838	Jun 28 05:13 PM
von Blottnitz Andreas	Director	Jun 27 '24	Sale	241.65	3,389	818,950	5,449	Jun 28 05:13 PM
DUCA MAURICE J	10% Owner	Jun 27 '24	Sale	247.04	5,952	1,470,362	25,691	Jun 27 08:41 PM
DUCA MAURICE J	10% Owner	Jun 26 '24	Sale	239.22	3,205	766,687	31,643	Jun 27 08:41 PM
DUCA MAURICE J	10% Owner	Jun 25 '24	Sale	235.80	3,056	720,615	34,848	Jun 27 08:41 PM
DUCA MAURICE J	10% Owner	Jun 21 '24	Sale	232.87	4,802	1,118,229	40,645	Jun 24 06:53 PM
DUCA MAURICE J	10% Owner	Jun 20 '24	Sale	230.34	4,203	968,137	45,447	Jun 24 06:53 PM
DUCA MAURICE J	10% Owner	Jun 24 '24	Sale	230.94	2,741	633,009	37,904	Jun 24 06:53 PM
DUCA MAURICE J	10% Owner	Jun 18 '24	Sale	231.97	2,750	637,904	49,650	Jun 18 09:02 PM
DUCA MAURICE J	10% Owner	Jun 17 '24	Sale	229.65	2,600	597,098	52,400	Jun 18 09:02 PM
DUCA MAURICE J	10% Owner	Jun 14 '24	Sale	231.20	2,100	485,526	55,000	Jun 18 09:02 PM
KERR JANET	Director	Jun 14 '24	Sale	232.33	2,500	580,818	13,180	Jun 18 05:03 PM
BLISS TIMOTHY K	Director	Jun 11 '24	Sale	233.41	26,100	6,091,979	12,170	Jun 13 07:27 PM
BLISS TIMOTHY K	Director	Jun 12 '24	Sale	241.31	12,170	2,936,800	0	Jun 13 07:27 PM
BLISS TIMOTHY K	Director	Jun 06 '24	Sale	232.32	41,730	9,694,506	58,270	Jun 10 08:20 PM
BLISS TIMOTHY K	Director	Jun 10 '24	Sale	231.20	15,000	3,467,967	38,270	Jun 10 08:20 PM
BLISS TIMOTHY K	Director	Jun 07 '24	Sale	229.85	5,000	1,149,244	53,270	Jun 10 08:20 PM
BLISS TIMOTHY K	Director	May 20 '24	Sale	243.41	23,600	5,744,497	16,055	May 22 09:08 PM
BLISS TIMOTHY K	Director	May 21 '24	Sale	239.13	16,055	3,839,200	0	May 22 09:08 PM
BLISS TIMOTHY K	Director	May 20 '24	Sale	243.41	6,400	1,557,831	4,354	May 22 09:08 PM
BLISS TIMOTHY K	Director	May 21 '24	Sale	239.13	4,354	1,041,164	0	May 22 09:08 PM
Trigg William Shane	Chief Executive Officer	May 15 '24	Sale	249.76	8,210	2,050,495	89,072	May 17 04:06 PM
Wolf Alexander	Director	May 13 '24	Sale	250.26	10,000	2,502,600	182,584	May 15 07:30 PM
Mazza Matthew S	Chief Legal Officer	May 13 '24	Sale	249.46	2,131	531,600	43,680	May 14 05:42 PM
BLISS TIMOTHY K	Director	Mar 12 '24	Sale	223.89	40,316	9,026,430	10,754	Mar 12 09:59 PM
BLISS TIMOTHY K	Director	Mar 08 '24	Sale	227.73	14,684	3,343,950	61,070	Mar 12 09:59 PM
BLISS TIMOTHY K	Director	Mar 11 '24	Sale	227.24	10,000	2,272,367	51,070	Mar 12 09:59 PM
von Blottnitz Andreas	Director	Mar 07 '24	Sale	226.56	4,500	1,019,540	5,449	Mar 11 07:21 PM
Nottebohm Olivia	Director	Mar 01 '24	Sale	241.75	989	239,091	1,909	Mar 05 04:00 PM
Trigg William Shane	Chief Executive Officer	Feb 29 '24	Sale	240.07	6,831	1,639,918	104,344	Mar 04 04:01 PM
Mazza Matthew S	Chief Legal Officer	Feb 15 '24	Sale	235.68	4,420	1,041,689	47,140	Feb 20 04:30 PM
Trigg William Shane	Chief Executive Officer	Nov 20 '23	Sale	200.10	7,430	1,486,743	70,616	Nov 22 04:41 PM
Mazza Matthew S	Chief Legal Officer	Nov 20 '23	Sale	201.40	4,590	924,447	41,299	Nov 22 04:40 PM

Open in Screener

ACEL

Accel Entertainment Inc

Sep 06 • 04:00PM ET

11.18

Dollar change -0.33
Percentage change -2.87	%

Consumer Cyclical • Gambling • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

ACEL Accel Entertainment Inc daily Stock Chart

Held by: VTI IWM VXF PEJ IWO SCHA VCR VTWO AVSC ESML

Index	RUT	P/E	19.84	EPS (ttm)	0.56	Insider Own	39.93%	Shs Outstand	84.12M	Perf Week	-4.44%
Market Cap	923.80M	Forward P/E	13.64	EPS next Y	0.82	Insider Trans	-1.43%	Shs Float	49.64M	Perf Month	5.37%
Income	48.44M	PEG	-	EPS next Q	0.20	Inst Own	50.21%	Short Float	2.39%	Perf Quarter	10.58%
Sales	1.20B	P/S	0.77	EPS this Y	-8.04%	Inst Trans	-2.87%	Short Ratio	5.27	Perf Half Y	-2.44%
Book/sh	2.52	P/B	4.44	EPS next Y	-6.68%	ROA	5.34%	Short Interest	1.19M	Perf Year	-4.36%
Cash/sh	3.09	P/C	3.62	EPS next 5Y	-10.41%	ROE	24.35%	52W Range	9.37 - 12.61	Perf YTD	8.86%
Dividend Est.	-	P/FCF	19.23	EPS past 5Y	24.78%	ROI	6.43%	52W High	-11.34%	Beta	1.46
Dividend TTM	-	Quick Ratio	2.98	Sales past 5Y	37.57%	Gross Margin	24.99%	52W Low	19.32%	ATR (14)	0.28
Dividend Ex-Date	-	Current Ratio	3.05	EPS Y/Y TTM	-8.48%	Oper. Margin	8.26%	RSI (14)	49.85	Volatility	2.48% 2.11%
Employees	1330	Debt/Eq	2.75	Sales Y/Y TTM	5.74%	Profit Margin	4.05%	Recom	1.00	Target Price	14.67
Option/Short	Yes / Yes	LT Debt/Eq	2.61	EPS Q/Q	49.13%	Payout	0.00%	Rel Volume	0.93	Prev Close	11.51
Sales Surprise	2.68%	EPS Surprise	18.10%	Sales Q/Q	5.73%	Earnings	Jul 30 AMC	Avg Volume	225.78K	Price	11.18
SMA20	-0.65%	SMA50	3.72%	SMA200	5.38%	Trades		Volume	210,518	Change	-2.87%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-06-21	Downgrade	Goldman	Buy → Neutral	$15.50 → $14.50
Dec-03-21	Upgrade	Macquarie	Neutral → Outperform	$17
Nov-08-21	Upgrade	Deutsche Bank	Hold → Buy	$14 → $17
Apr-08-21	Initiated	JP Morgan	Overweight	$13
Mar-08-21	Initiated	Macquarie	Neutral	$13
Jun-08-20	Initiated	Deutsche Bank	Hold	$11

Today 01:12AM	Accel Entertainment, Inc. (ACEL): The Best Casino Stock To Buy According to Analysts? (Insider Monkey)
Aug-24-24 08:37PM	Accel Entertainment, Inc. (ACEL): The Best Small-Cap Casino Stock According To Hedge Funds? (Insider Monkey)
Aug-06-24 08:34AM	Do Options Traders Know Something About Accel (ACEL) Stock We Don't? (Zacks)
03:12AM	Light & Wonder (LNW) Reports Earnings Tomorrow: What To Expect (StockStory)
Jul-31-24 12:34PM	Why Is Accel Entertainment (ACEL) Stock Rocketing Higher Today (StockStory) +10.11%
06:05PM	Loading…
Jul-30-24 06:05PM	Accel Entertainment (ACEL) Tops Q2 Earnings and Revenue Estimates (Zacks)
05:03PM	Accel Entertainment: Q2 Earnings Snapshot (Associated Press Finance)
04:53PM	Accel Entertainment (NYSE:ACEL) Surprises With Q2 Sales (StockStory)
04:10PM	Accel Entertainment Announces Q2 2024 Operating Results (Business Wire)
Jul-29-24 03:01AM	Earnings To Watch: Accel Entertainment (ACEL) Reports Q2 Results Tomorrow (StockStory)
Jul-23-24 10:01AM	Earnings Preview: Accel Entertainment (ACEL) Q2 Earnings Expected to Decline (Zacks)
Jul-22-24 03:19AM	Gaming Solutions Stocks Q1 Results: Benchmarking Everi (NYSE:EVRI) (StockStory)
Jul-19-24 03:47AM	Q1 Earnings Roundup: Churchill Downs (NASDAQ:CHDN) And The Rest Of The Gaming Solutions Segment (StockStory)
Jul-17-24 07:30AM	Accel Entertainment, Inc. to Announce Second Quarter 2024 Financial Results (Business Wire)
Jul-16-24 10:56AM	Accel (ACEL) Expands Gaming Reach With Fairmount Acquisition (Zacks)
04:05PM	Loading…
Jul-15-24 04:05PM	Accel Entertainment to acquire Fairmount Holdings, owner of FanDuel Sportsbook & Horse Racing in Collinsville, Illinois, broadening Accels reach in the local gaming market (Business Wire)
Jul-09-24 03:29AM	Q1 Earnings Highs And Lows: Accel Entertainment (NYSE:ACEL) Vs The Rest Of The Gaming Solutions Stocks (StockStory)
Jun-10-24 04:55PM	Do Options Traders Know Something About Accel Entertainment (ACEL) Stock We Don't? (Zacks)
May-17-24 05:23PM	Accel Entertainment Insider Sold Shares Worth $1,959,578, According to a Recent SEC Filing (MT Newswires)
May-16-24 09:40AM	Should Value Investors Buy Accel Entertainment (ACEL) Stock? (Zacks)
May-12-24 08:41AM	Accel Entertainment, Inc. (NYSE:ACEL) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 02:16PM	Accel Entertainment Q1 2024 Earnings: Mixed Results Amid Expansion Efforts (GuruFocus.com)
09:35AM	Accel Entertainment (ACEL) Loses -11.68% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
May-09-24 08:50AM	Accel Entertainment (ACEL) Shows Fast-paced Momentum But Is Still a Bargain Stock (Zacks) -14.64%
08:50AM	Accel Entertainment (ACEL) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
07:34AM	Q1 2024 Accel Entertainment Inc Earnings Call (Thomson Reuters StreetEvents)
04:07AM	Accel Entertainment Inc (ACEL) Q1 2024 Earnings Call Transcript Highlights: Navigating ... (GuruFocus.com)
May-08-24 11:53PM	ACEL Stock Earnings: Accel Entertainment Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
07:45PM	Accel Entertainment (ACEL) Q1 Earnings and Revenues Beat Estimates (Zacks)
06:48PM	Accel Entertainment: Q1 Earnings Snapshot (Associated Press Finance)
05:05PM	Loading…
05:05PM	Accel Entertainment's (NYSE:ACEL) Q1 Sales Beat Estimates (StockStory)
04:30PM	Accel Entertainment Announces Q1 2024 Operating Results (Business Wire)
May-07-24 08:34AM	Is a Surprise Coming for Accel Entertainment (ACEL) This Earnings Season? (Zacks)
03:01AM	Earnings To Watch: Accel Entertainment (ACEL) Reports Q1 Results Tomorrow (StockStory)
Apr-30-24 09:40AM	Are Investors Undervaluing Accel Entertainment (ACEL) Right Now? (Zacks)
Apr-24-24 10:01AM	Accel Entertainment (ACEL) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release (Zacks)
07:30AM	Accel Entertainment, Inc. to Announce First Quarter 2024 Financial Results (Business Wire)
Apr-18-24 03:38AM	Q4 Gaming Solutions Earnings: Rush Street Interactive (NYSE:RSI) Impresses (StockStory)
Apr-17-24 12:10PM	Will Accel Entertainment (ACEL) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Apr-11-24 04:52AM	Q4 Earnings Roundup: Accel Entertainment (NYSE:ACEL) And The Rest Of The Gaming Solutions Segment (StockStory)
Apr-10-24 08:00AM	Aprils Bargain Bin Beauties: 3 Cheap Stocks With Massive Potential (InvestorPlace)
Mar-07-24 11:32AM	Wall Streets Best Kept Secrets: 7 Little-Known Stocks to Love (InvestorPlace)
Feb-29-24 12:28PM	Why Accel Entertainment (ACEL) Stock Is Up Today (StockStory) +7.39%
12:07PM	Accel (ACEL) Q4 Earnings & Revenues Beat Estimates, Up Y/Y (Zacks)
11:16AM	Accel Entertainment, Inc. (NYSE:ACEL) Q4 2023 Earnings Call Transcript (Insider Monkey)
07:08AM	Q4 2023 Accel Entertainment Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-28-24 05:11PM	Accel Entertainment Inc (ACEL) Reports Record Revenue and Adjusted EBITDA for 2023 (GuruFocus.com)
04:42PM	Accel Entertainment (NYSE:ACEL) Surprises With Q4 Sales (StockStory)
04:30PM	Accel Entertainment Announces 2023 Operating Results (Business Wire)
Feb-14-24 07:30AM	Accel Entertainment, Inc. to Announce Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Dec-28-23 09:40AM	Is Accel Entertainment (ACEL) Outperforming Other Consumer Discretionary Stocks This Year? (Zacks)
Dec-08-23 09:55AM	Here's Why Accel Entertainment (ACEL) Is a Great 'Buy the Bottom' Stock Now (Zacks)
Dec-07-23 09:40AM	Are Consumer Discretionary Stocks Lagging Accel Entertainment (ACEL) This Year? (Zacks)
08:42AM	Implied Volatility Surging for On Accel Entertainment (ACEL) Stock Options (Zacks)
Dec-01-23 09:40AM	Is Accel Entertainment (ACEL) Stock Undervalued Right Now? (Zacks)
Nov-21-23 09:40AM	Is Accel Entertainment (ACEL) Stock Outpacing Its Consumer Discretionary Peers This Year? (Zacks)
Nov-20-23 12:00PM	Accel Entertainment (ACEL) Upgraded to Buy: Here's What You Should Know (Zacks)
09:55AM	How Much Upside is Left in Accel Entertainment (ACEL)? Wall Street Analysts Think 36.87% (Zacks)
Nov-08-23 09:21AM	Accel Entertainment, Inc. (NYSE:ACEL) Q3 2023 Earnings Call Transcript (Insider Monkey) +5.71%
08:49AM	Q3 2023 Accel Entertainment Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-07-23 06:43PM	Accel Entertainment: Q3 Earnings Snapshot (Associated Press Finance)
04:30PM	Accel Entertainment Announces Q3 2023 Operating Results (Business Wire)
Oct-31-23 07:30AM	Accel Entertainment, Inc. to Announce Third Quarter 2023 Financial Results (Business Wire)
Oct-09-23 07:30AM	Accel Entertainment Names Mark Phelan President, U.S. Gaming (Business Wire)
Oct-08-23 12:27PM	5 Best Small-Cap Casino Stocks Hedge Funds Are Buying (Insider Monkey)
Oct-05-23 03:01AM	Insider Sell: Accel Entertainment Inc CEO and President Andrew Rubenstein Sells 20,000 Shares (GuruFocus.com)
Aug-09-23 07:09AM	Are Investors Undervaluing Accel Entertainment, Inc. (NYSE:ACEL) By 23%? (Simply Wall St.)
Aug-07-23 04:48PM	Accel Entertainment, Inc. (NYSE:ACEL) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-04-23 06:49AM	Q2 2023 Accel Entertainment Inc Earnings Call (Thomson Reuters StreetEvents) +7.71%
Aug-03-23 08:05PM	Accel Entertainment (ACEL) Beats Q2 Earnings and Revenue Estimates (Zacks)
06:58PM	Accel Entertainment: Q2 Earnings Snapshot (AP Finance)
04:30PM	Accel Entertainment Announces Q2 2023 Operating Results (Business Wire)
Jul-27-23 05:55PM	Boyd Gaming (BYD) Q2 Earnings and Revenues Surpass Estimates (Zacks)
07:30AM	Accel Entertainment, Inc. to Announce Second Quarter 2023 Financial Results (Business Wire)
Jul-26-23 01:30PM	Northland Capital Markets Institutional Investor Conference (ACCESSWIRE)
Jul-18-23 06:53AM	Accel Entertainment (NYSE:ACEL) shareholders have earned a 5.8% CAGR over the last three years (Simply Wall St.)
Jul-17-23 08:42AM	Marriott bets on Las Vegas strip rebound in new MGM tie-up (Yahoo Finance)
May-06-23 10:36AM	Should We Be Delighted With Accel Entertainment, Inc.'s (NYSE:ACEL) ROE Of 37%? (Simply Wall St.)
May-04-23 07:11AM	Q1 2023 Accel Entertainment Inc Earnings Call (Thomson Reuters StreetEvents) +10.07%
May-03-23 08:45PM	Accel Entertainment (ACEL) Q1 Earnings and Revenues Surpass Estimates (Zacks)
07:40PM	Accel Entertainment: Q1 Earnings Snapshot (AP Finance)
04:30PM	Accel Entertainment Announces Q1 2023 Operating Results (Business Wire)
Apr-26-23 07:30AM	Accel Entertainment, Inc. to Announce First Quarter 2023 Financial Results (Business Wire)
Apr-25-23 05:25PM	Boyd Gaming (BYD) Tops Q1 Earnings and Revenue Estimates (Zacks)
Apr-13-23 08:25AM	Is It Too Late To Consider Buying Accel Entertainment, Inc. (NYSE:ACEL)? (Simply Wall St.)
Mar-30-23 07:46AM	Owning 32% shares,institutional owners seem interested in Accel Entertainment, Inc. (NYSE:ACEL), (Simply Wall St.)
Mar-16-23 07:08AM	Is Now The Time To Put Accel Entertainment (NYSE:ACEL) On Your Watchlist? (Simply Wall St.)
Mar-02-23 05:05AM	Accel Entertainment, Inc.'s (NYSE:ACEL) Intrinsic Value Is Potentially 94% Above Its Share Price (Simply Wall St.)
Mar-01-23 07:24AM	Q4 2022 Accel Entertainment Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-28-23 04:30PM	Accel Entertainment Announces 2022 Operating Results (Business Wire)
Feb-21-23 07:30AM	Accel Entertainment, Inc. to Announce Fourth Quarter and Full Year 2022 Financial Results (Business Wire)
Feb-19-23 08:31PM	7 Overlooked Small-Cap Stocks That Could Outperform the Market (InvestorPlace)
Feb-08-23 05:40AM	The past year for Accel Entertainment (NYSE:ACEL) investors has not been profitable (Simply Wall St.)
Jan-05-23 08:44AM	Is the Options Market Predicting a Spike in Accel Entertainment (ACEL) Stock? (Zacks)
Nov-27-22 08:37AM	Should You Be Excited About Accel Entertainment, Inc.'s (NYSE:ACEL) 37% Return On Equity? (Simply Wall St.)
Nov-10-22 06:18AM	Accel Entertainment Third Quarter 2022 Earnings: EPS Beats Expectations (Simply Wall St.)
Nov-08-22 06:55PM	Accel Entertainment (ACEL) Q3 Earnings and Revenues Lag Estimates (Zacks) -8.74%
04:30PM	Accel Entertainment Announces Q3 2022 Operating Results (Business Wire)
Nov-07-22 07:10AM	What's in the Cards for Plug Power (PLUG) in Q3 Earnings? (Zacks)
Nov-04-22 08:35AM	DraftKings (DKNG) Reports Q3 Loss, Tops Revenue Estimates (Zacks)

Accel Entertainment, Inc. operates as a distributed gaming operator. It is involved in the installation, maintenance, and operation of gaming terminals, redemption devices that disburse winnings and contain automated teller machine (ATM) functionality, and other amusement devices in authorized non-casino locations, such as restaurants, bars, taverns, convenience stores, liquor stores, truck stops, and grocery stores. It also provides licensed establishment partners gaming solutions that appeal to players who patronize those businesses. In addition, the firm operates stand-alone ATMs in gaming and non-gaming locations, as well as amusement devices, including jukeboxes, dartboards, pool tables, pinball machines, and other related entertainment equipment. The company was founded by Andrew Rubenstein and Gordon Rubenstein on December 8, 2010 and is headquartered in Burr Ridge, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ruttenberg David W.	Director	Aug 15 '24	Sale	11.00	12,500	137,489	410,635	Aug 20 09:55 PM
Ruttenberg David W.	Director	Aug 15 '24	Sale	11.00	12,500	137,451	550,526	Aug 19 07:38 PM
GRANT PLACE FUND LLC	Director	Aug 15 '24	Proposed Sale	10.84	25,700	278,588		Aug 15 04:28 PM
CRILLY COURT TRUST	Director	Aug 15 '24	Proposed Sale	10.84	25,700	278,588		Aug 15 04:28 PM
Rubenstein Andrew H.	CEO and President	Jul 31 '24	Sale	12.22	25,681	313,755	4,226,509	Aug 02 07:05 PM
Rubenstein Andrew H.	CEO and President	Aug 01 '24	Sale	11.90	20,000	237,908	4,206,509	Aug 02 07:05 PM
Andrew Rubenstein	Officer	Jul 31 '24	Proposed Sale	12.20	255,698	3,119,516		Jul 31 05:30 PM
Ellis Mathew Scot	Chief Financial Officer	Jul 28 '24	Option Exercise	0.00	4,688	0	57,652	Jul 30 08:15 PM
Ruttenberg David W.	Director	Jul 25 '24	Sale	10.52	7,920	83,289	423,135	Jul 25 08:06 PM
Ruttenberg David W.	Director	Jul 24 '24	Sale	10.50	2,921	30,677	427,060	Jul 25 08:06 PM
Ruttenberg David W.	Director	Jul 23 '24	Sale	10.50	2,005	21,055	428,554	Jul 25 08:06 PM
Ruttenberg David W.	Director	Jul 18 '24	Sale	10.51	3,601	37,832	429,554	Jul 19 05:46 PM
Ruttenberg David W.	Director	Jul 17 '24	Sale	10.50	13	136	571,254	Jul 19 05:46 PM
Ruttenberg David W.	Director	Jul 16 '24	Sale	10.51	8,540	89,774	431,354	Jul 16 07:05 PM
Ruttenberg David W.	Director	Jul 12 '24	Sale	10.50	1,400	14,703	435,635	Jul 16 07:05 PM
Rubenstein Andrew H.	CEO and President	Jul 13 '24	Option Exercise	0.00	7,487	0	4,255,455	Jul 16 07:05 PM
Phelan Mark T.	President, U.S. Gaming	Jul 13 '24	Option Exercise	0.00	1,019	0	188,826	Jul 16 07:05 PM
Harmer Derek	Secretary	Jul 15 '24	Option Exercise	0.00	13,333	0	197,228	Jul 16 07:05 PM
Harmer Derek	Secretary	Jul 13 '24	Option Exercise	0.00	1,544	0	184,348	Jul 16 07:05 PM
Harmer Derek	Secretary	Jul 12 '24	Sale	10.50	5,000	52,500	182,804	Jul 12 05:21 PM
Harmer Derek	Secretary	Jun 20 '24	Sale	10.00	5,000	50,000	187,804	Jun 24 06:26 PM
Rubenstein Andrew H.	CEO and President	Jun 14 '24	Option Exercise	0.00	6,957	0	4,249,033	Jun 18 07:19 PM
Rubenstein Andrew H.	CEO and President	Jun 16 '24	Option Exercise	0.00	5,614	0	4,250,416	Jun 18 07:19 PM
Rubenstein Andrew H.	CEO and President	Jun 14 '24	Sale	10.01	17	170	4,244,802	Jun 18 07:19 PM
Phelan Mark T.	President, U.S. Gaming	Jun 14 '24	Option Exercise	0.00	1,784	0	188,330	Jun 18 07:14 PM
Ellis Mathew Scot	Chief Financial Officer	Jun 16 '24	Option Exercise	0.00	737	0	53,180	Jun 18 07:11 PM
Ellis Mathew Scot	Chief Financial Officer	Jun 14 '24	Option Exercise	0.00	796	0	52,677	Jun 18 07:11 PM
Harmer Derek	Secretary	Jun 16 '24	Option Exercise	0.00	2,021	0	193,397	Jun 18 07:09 PM
Harmer Derek	Secretary	Jun 14 '24	Option Exercise	0.00	1,846	0	191,917	Jun 18 07:09 PM
Peterson Karl Mr.	Director	Jun 14 '24	Sale	9.93	34,870	346,357	0	Jun 14 09:00 PM
Peterson Karl Mr.	Director	Jun 13 '24	Sale	10.03	30,000	300,957	2,438,938	Jun 14 09:00 PM
Ruttenberg David W.	Director	Jun 12 '24	Sale	10.52	10,511	110,597	436,335	Jun 14 08:53 PM
Rubenstein Gordon	Director	May 15 '24	Sale	9.76	175,000	1,707,528	1,269,235	May 17 05:16 PM
Rubenstein Gordon	Director	May 16 '24	Sale	10.08	25,000	252,050	1,244,235	May 17 05:16 PM
Ellis Mathew Scot	Chief Financial Officer	Apr 28 '24	Option Exercise	0.00	12,500	0	55,544	Apr 29 06:07 PM
Harmer Derek	Secretary	Apr 13 '24	Option Exercise	0.00	1,543	0	190,524	Apr 16 09:04 PM
Rubenstein Andrew H.	CEO and President	Apr 13 '24	Option Exercise	0.00	7,488	0	4,251,841	Apr 16 09:04 PM
Phelan Mark T.	President, U.S. Gaming	Apr 13 '24	Option Exercise	0.00	1,018	0	186,845	Apr 16 09:04 PM
Ruttenberg David W.	Director	Apr 15 '24	Sale	11.01	14,292	157,318	446,914	Apr 16 09:04 PM
Ruttenberg David W.	Director	Apr 16 '24	Sale	11.05	10,708	118,273	441,545	Apr 16 09:04 PM
Peterson Karl Mr.	Director	Apr 09 '24	Sale	11.67	10,000	116,700	2,468,938	Apr 11 05:41 PM
Peterson Karl Mr.	Director	Mar 21 '24	Sale	12.00	16,707	200,491	2,478,938	Mar 22 05:49 PM
Peterson Karl Mr.	Director	Mar 19 '24	Sale	11.47	10,000	114,700	2,495,645	Mar 19 09:12 PM
Ruttenberg David W.	Director	Mar 15 '24	Sale	11.34	25,000	283,589	454,045	Mar 19 09:12 PM
Ellis Mathew Scot	Chief Financial Officer	Mar 16 '24	Option Exercise	0.00	737	0	43,260	Mar 18 08:52 PM
Ellis Mathew Scot	Chief Financial Officer	Mar 14 '24	Option Exercise	0.00	7,387	0	44,455	Mar 18 08:52 PM
Harmer Derek	Secretary	Mar 14 '24	Option Exercise	0.00	8,650	0	199,547	Mar 18 08:52 PM
Harmer Derek	Secretary	Mar 16 '24	Option Exercise	0.00	2,021	0	189,574	Mar 18 08:52 PM
Harmer Derek	Secretary	Mar 15 '24	Sale	11.21	10,000	112,100	187,553	Mar 18 08:52 PM
Phelan Mark T.	President, U.S. Gaming	Mar 14 '24	Option Exercise	0.00	12,330	0	188,917	Mar 18 08:52 PM
Rubenstein Andrew H.	CEO and President	Mar 16 '24	Option Exercise	0.00	5,614	0	4,246,801	Mar 18 08:51 PM
Rubenstein Andrew H.	CEO and President	Mar 14 '24	Option Exercise	0.00	37,090	0	4,254,325	Mar 18 08:51 PM
Peterson Karl Mr.	Director	Feb 29 '24	Sale	11.00	30,000	330,000	2,505,645	Mar 04 08:20 AM
Ruttenberg David W.	Director	Feb 15 '24	Sale	10.28	20,000	205,512	466,545	Feb 16 05:18 PM
Ruttenberg David W.	Director	Jan 17 '24	Sale	10.03	16,167	162,123	490,378	Jan 19 07:01 PM
Ruttenberg David W.	Director	Jan 18 '24	Sale	10.02	3,833	38,389	486,545	Jan 19 07:01 PM
Phelan Mark T.	President, U.S. Gaming	Jan 13 '24	Option Exercise	0.00	1,019	0	177,463	Jan 16 05:32 PM
Harmer Derek	Secretary	Jan 13 '24	Option Exercise	0.00	1,544	0	191,930	Jan 16 05:32 PM
Rubenstein Andrew H.	CEO and President	Jan 13 '24	Option Exercise	0.00	7,487	0	4,220,269	Jan 16 05:32 PM
Peterson Karl Mr.	Director	Jan 10 '24	Sale	10.00	10,000	100,000	2,535,645	Jan 16 05:32 PM
Harmer Derek	Secretary	Jan 01 '24	Option Exercise	0.00	14,000	0	195,230	Jan 03 07:35 PM
Rubenstein Andrew H.	CEO and President	Jan 01 '24	Option Exercise	0.00	36,666	0	4,212,782	Jan 03 07:35 PM
Rubenstein Gordon	Director	Jan 01 '24	Option Exercise	0.00	20,000	0	44,350	Jan 03 07:35 PM
Godsoe Eden	Director	Dec 31 '23	Option Exercise	0.00	22,218	0	37,166	Jan 03 07:35 PM
Phelan Mark T.	President, U.S. Gaming	Jan 01 '24	Option Exercise	0.00	11,000	0	180,251	Jan 03 07:34 PM
Peterson Karl Mr.	Director	Dec 31 '23	Option Exercise	0.00	34,870	0	34,870	Jan 03 07:34 PM
Ellis Mathew Scot	Chief Financial Officer	Jan 01 '24	Option Exercise	0.00	10,000	0	40,762	Jan 03 07:34 PM
Harmer Derek	Secretary	Dec 26 '23	Sale	10.18	10,000	101,800	181,230	Dec 26 07:09 PM
Peterson Karl Mr.	Director	Dec 18 '23	Sale	10.00	10,000	100,000	2,545,645	Dec 19 09:22 PM
Ruttenberg David W.	Director	Dec 15 '23	Sale	10.01	10,111	101,251	516,434	Dec 19 09:22 PM
Ruttenberg David W.	Director	Dec 19 '23	Sale	10.05	6,468	65,010	506,545	Dec 19 09:22 PM
Ruttenberg David W.	Director	Dec 18 '23	Sale	10.00	3,421	34,222	513,013	Dec 19 09:22 PM
Rubenstein Andrew H.	CEO and President	Dec 16 '23	Option Exercise	0.00	5,613	0	4,176,116	Dec 18 08:30 PM
Rubenstein Andrew H.	CEO and President	Dec 14 '23	Option Exercise	0.00	6,958	0	4,170,863	Dec 18 08:30 PM
Phelan Mark T.	President, U.S. Gaming	Dec 14 '23	Option Exercise	0.00	1,784	0	169,774	Dec 18 08:29 PM
Harmer Derek	Secretary	Dec 16 '23	Option Exercise	0.00	2,021	0	191,823	Dec 18 08:29 PM
Harmer Derek	Secretary	Dec 14 '23	Option Exercise	0.00	1,846	0	190,343	Dec 18 08:29 PM
Ellis Mathew Scot	Chief Financial Officer	Dec 16 '23	Option Exercise	0.00	737	0	30,978	Dec 18 08:28 PM
Ellis Mathew Scot	Chief Financial Officer	Dec 14 '23	Option Exercise	0.00	796	0	30,475	Dec 18 08:28 PM
Peterson Karl Mr.	Director	Dec 05 '23	Sale	10.07	10,000	100,734	2,555,645	Dec 07 05:37 PM
Harmer Derek	Secretary	Dec 06 '23	Option Exercise	4.07	13,750	55,963	188,497	Dec 07 05:37 PM
Rubenstein Andrew H.	CEO and President	Dec 01 '23	Sale	10.15	40,000	406,104	4,181,575	Dec 05 05:45 PM
Rubenstein Gordon	Director	Nov 17 '23	Sale	10.50	129,703	1,362,257	47,187	Nov 20 06:57 PM
Rubenstein Gordon	Director	Nov 16 '23	Sale	10.59	111,415	1,180,210	107,187	Nov 20 06:57 PM
Rubenstein Gordon	Director	Nov 20 '23	Sale	10.44	76,069	793,971	0	Nov 20 06:57 PM
Peterson Karl Mr.	Director	Nov 14 '23	Sale	10.96	20,000	219,112	2,565,645	Nov 16 04:42 PM
Ruttenberg David W.	Director	Nov 15 '23	Sale	10.93	20,000	218,584	526,545	Nov 16 04:42 PM
Peterson Karl Mr.	Director	Nov 08 '23	Sale	11.01	37,500	412,890	2,585,645	Nov 09 05:53 PM
Peterson Karl Mr.	Director	Nov 07 '23	Sale	10.29	10,000	102,858	2,623,145	Nov 09 05:53 PM
Rubenstein Andrew H.	CEO and President	Nov 08 '23	Sale	10.81	20,000	216,166	4,221,575	Nov 09 05:53 PM
Peterson Karl Mr.	Director	Oct 18 '23	Sale	10.19	10,000	101,856	2,633,145	Oct 20 07:20 PM
Rubenstein Andrew H.	CEO and President	Oct 13 '23	Option Exercise	0.00	7,488	0	4,241,575	Oct 17 07:00 PM
Harmer Derek	Secretary	Oct 13 '23	Option Exercise	0.00	1,544	0	175,200	Oct 17 07:00 PM
Phelan Mark T.	President, U.S. Gaming	Oct 13 '23	Option Exercise	0.00	1,019	0	168,289	Oct 17 07:00 PM
Ruttenberg David W.	Director	Oct 16 '23	Sale	10.19	20,000	203,782	546,545	Oct 17 07:00 PM
Rubenstein Andrew H.	CEO and President	Oct 02 '23	Sale	10.75	20,000	215,006	4,214,087	Oct 04 06:59 PM
Peterson Karl Mr.	Director	Oct 03 '23	Sale	10.73	10,000	107,325	2,643,145	Oct 04 06:58 PM
Harmer Derek	Secretary	Sep 14 '23	Option Exercise	0.00	1,847	0	182,770	Sep 18 06:11 PM
Harmer Derek	Secretary	Sep 16 '23	Option Exercise	0.00	2,021	0	174,249	Sep 18 06:11 PM
Harmer Derek	Secretary	Sep 15 '23	Sale	11.09	10,000	110,900	172,228	Sep 18 06:11 PM

Open in Screener

LMT

Lockheed Martin Corp.

Sep 06 • 04:00PM ET

566.63

Dollar change -1.96
Percentage change -0.34	%

Industrials • Aerospace & Defense • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

LMT Lockheed Martin Corp. daily Stock Chart

Held by: VTI VOO SCHD SPY IVV VTV VIG XLI QUAL VYM

Index	S&P 500	P/E	20.56	EPS (ttm)	27.56	Insider Own	0.06%	Shs Outstand	240.00M	Perf Week	-0.04%
Market Cap	135.06B	Forward P/E	19.86	EPS next Y	28.53	Insider Trans	-13.59%	Shs Float	238.22M	Perf Month	3.30%
Income	6.74B	PEG	4.03	EPS next Q	6.47	Inst Own	74.18%	Short Float	1.07%	Perf Quarter	20.91%
Sales	71.07B	P/S	1.90	EPS this Y	-4.55%	Inst Trans	-0.79%	Short Ratio	2.45	Perf Half Y	31.78%
Book/sh	26.05	P/B	21.75	EPS next Y	7.44%	ROA	12.02%	Short Interest	2.55M	Perf Year	33.66%
Cash/sh	10.58	P/C	53.53	EPS next 5Y	5.10%	ROE	87.40%	52W Range	393.77 - 578.73	Perf YTD	25.02%
Dividend Est.	12.81 (2.26%)	P/FCF	19.43	EPS past 5Y	9.38%	ROI	26.64%	52W High	-2.09%	Beta	0.47
Dividend TTM	12.60 (2.22%)	Quick Ratio	1.07	Sales past 5Y	4.79%	Gross Margin	12.12%	52W Low	43.90%	ATR (14)	8.08
Dividend Ex-Date	Sep 03, 2024	Current Ratio	1.24	EPS Y/Y TTM	0.74%	Oper. Margin	12.12%	RSI (14)	67.35	Volatility	1.49% 1.24%
Employees	122000	Debt/Eq	3.12	Sales Y/Y TTM	5.45%	Profit Margin	9.48%	Recom	2.24	Target Price	555.26
Option/Short	Yes / Yes	LT Debt/Eq	3.10	EPS Q/Q	3.32%	Payout	44.11%	Rel Volume	0.94	Prev Close	568.59
Sales Surprise	6.37%	EPS Surprise	10.10%	Sales Q/Q	8.56%	Earnings	Jul 23 BMO	Avg Volume	1.04M	Price	566.63
SMA20	1.07%	SMA50	8.89%	SMA200	21.25%	Trades		Volume	976,369	Change	-0.34%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-03-24	Upgrade	Melius	Hold → Buy	$704
Aug-05-24	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$500 → $600
Jul-31-24	Upgrade	BofA Securities	Neutral → Buy	$465 → $635
Jul-26-24	Upgrade	Deutsche Bank	Hold → Buy	$540 → $600
Jul-24-24	Upgrade	TD Cowen	Hold → Buy	$480 → $560
Apr-15-24	Upgrade	JP Morgan	Neutral → Overweight	$475 → $518
Oct-11-23	Initiated	UBS	Neutral	$470
Oct-04-23	Reiterated	Jefferies	Hold	$505 → $455
Sep-28-23	Initiated	Deutsche Bank	Hold	$435
Sep-18-23	Upgrade	Wells Fargo	Underweight → Equal Weight	$440
Jul-19-23	Reiterated	Susquehanna	Positive	$575 → $550
Jul-19-23	Reiterated	RBC Capital Mkts	Sector Perform	$500 → $475
Apr-12-23	Downgrade	Robert W. Baird	Outperform → Neutral	$513
Feb-07-23	Upgrade	Credit Suisse	Underperform → Outperform	$427 → $510
Jan-30-23	Upgrade	DZ Bank	Hold → Buy	$523
Jan-13-23	Downgrade	Goldman	Neutral → Sell	$388 → $332
Jan-06-23	Downgrade	Vertical Research	Buy → Hold	$491
Dec-15-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$506 → $542
Dec-08-22	Initiated	Citigroup	Buy	$546
Oct-19-22	Upgrade	Robert W. Baird	Neutral → Outperform	$513

Show Previous Ratings

Sep-06-24 03:05AM	30 Least Peaceful Countries in the World (Insider Monkey)
Sep-05-24 10:15AM	Lockheed Martin Welcomes Egypt to the C-130J Super Hercules Fleet (PR Newswire)
09:00AM	Lockheed Martin Chairman, President and CEO and CFO to Speak at the Morgan Stanley Conference (PR Newswire)
08:45AM	Global Military Drone Industry Seeing Rapid Technological Advancements as Market Growth Accelerates (GlobeNewswire)
Sep-03-24 05:50PM	Lockheed Martin (LMT) Stock Moves -0.15%: What You Should Know (Zacks)
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10:05AM	Lockheed Stock Upgraded With Big Price Target. Why Shares Are Falling Anyway. (Barrons.com)
Sep-02-24 07:07AM	Prediction: It's Time to Cancel Boeing's Mega Space Launch System Rocket (Motley Fool)
Aug-31-24 01:57PM	GSI Technology, Inc. (GSIT): A Penny Stock That Will Make You a Millionaire (Insider Monkey)
Aug-30-24 10:19AM	Lockheed, Raytheon Venture Lands $1.3 Billion Missile Contract (IEN)
09:46AM	Lockheed Martin Resumes Delivery Of F-35 Jets, But US Government To Withhold Some Payment Putting Profit Margins Under Pressure (Benzinga)
Aug-29-24 12:25PM	Lockheed-Raytheon JV secures $1.3 billion Javelin missile contract from U.S. Army (Reuters)
09:00AM	Lockheed Martin Corporation (LMT) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Aug-28-24 06:39PM	Analyst Report: Lockheed Martin Corporation (Morningstar Research)
11:36AM	Poland and Lockheed Martin Celebrate Debut of Poland's First F-35A 'Husarz' (PR Newswire)
04:42AM	Better Buy: RTX vs. Lockheed Martin (Motley Fool)
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Aug-27-24 05:50PM	Lockheed Martin (LMT) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
07:15AM	Better Buy: GE Aerospace vs. Lockheed Martin (Motley Fool)
Aug-26-24 08:27AM	Lockheed (LMT) Wins a Contract for HH-60M Black Hawk Helicopters (Zacks)
Aug-25-24 12:06PM	Why Lockheed Martin and General Dynamics Just Declared War on Rocket Engines (Motley Fool)
07:07AM	How Lockheed Martin Bought a Space Company for 75% Off (Motley Fool)
Aug-22-24 04:01PM	U.S. Foreign Military Aid by Country: Top 20 Countries (Insider Monkey)
01:16PM	Lockheed (LMT) Secures a Deal to Aid H-60 Black Hawk helicopters (Zacks)
11:30AM	Why Is Lockheed (LMT) Up 7.5% Since Last Earnings Report? (Zacks)
Aug-21-24 06:01PM	15 Countries with the Most Battle Tanks in Asia (Insider Monkey)
05:50PM	Lockheed Martin (LMT) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
01:35AM	Top 10 Artificial intelligence (AI) Applications for Military Use in 2024 (Insider Monkey)
Aug-19-24 04:54PM	How to play the defense space now: The Playbook (Yahoo Finance Video)
08:11AM	Lockheed Martin (LMT) Set to Purchase Terran Orbital for $450M (Zacks)
Aug-18-24 03:42PM	Rocket Lab CEO: 'We have the right combination' to break SpaceXs monopoly (Yahoo Finance)
Aug-16-24 03:26PM	Exclusive-Boeing, Lockheed Martin in talks to sell rocket-launch firm ULA to Sierra Space (Reuters)
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02:53PM	Defense tech startup Anduril aims to take a Tesla-like approach to weapons manufacturing (Yahoo Finance)
01:27PM	Lockheed (LMT) Surges 24% YTD: Should You Buy Now or Later? (Zacks)
03:03AM	Lockheed Martin: Buy, Sell, or Hold? (Motley Fool)
Aug-15-24 02:16PM	Lockheed to buy satellite products maker Terran in $450 million deal (Reuters)
01:00PM	While Tech Giants Tumble, Defense Titans Take Off: Who's Leading The Charge? (Benzinga)
12:55PM	A satellite maker's stock fell 40% after Lockheed Martin said it would buy it (Quartz)
09:21AM	Want Decades of Passive Income? 2 Stocks to Buy Right Now (Motley Fool)
08:39AM	Lockheed Martin to Acquire Terran Orbital (PR Newswire)
Aug-14-24 09:00AM	Lockheed Martin Corporation (LMT) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Aug-13-24 12:16PM	Lockheed Martin, General Dynamics to build their own rocket motors (Reuters)
12:00PM	Lockheed Martin, General Dynamics Aim to Tackle Rocket-Motor Shortage (The Wall Street Journal)
08:00AM	Investors Laugh All The Way To The Bank With 9 Dividend Stocks (Investor's Business Daily)
Aug-12-24 04:33AM	Prediction: This CEO of a Boeing and Lockheed Joint Venture Sees Billions of Dollars in His Future (Motley Fool)
Aug-11-24 12:23PM	How Much Will Lockheed Martin Pay Out in Dividends This Year? (Motley Fool)
Aug-10-24 04:03AM	Lockheed Martin Stock Is Up 21% This Year. Can the Rally Keep Going? (Motley Fool)
Aug-09-24 06:04PM	Streaming wars, tech sector rebound: Asking for a Trend (Yahoo Finance Video)
09:00AM	Global Super Hercules Fleet Grows with Delivery of First C-130J to New Zealand (PR Newswire)
Aug-07-24 06:05PM	BA vs LMT: Which Aerospace Stock Is the Better Buy? (TipRanks)
Aug-05-24 01:19PM	Crypto sell-off, services PMI data, tech trends: Catalysts (Yahoo Finance Video)
11:18AM	Tyson Foods, Lockheed Martin, Kellanova: 3 stocks in focus (Yahoo Finance Video)
08:50AM	Lockheed Stock Is Up. Defense Is the Best Defense in an AI Stock Crunch. (Barrons.com)
Aug-01-24 04:09PM	Why Northrop Grumman Stock Shot Higher in July (Motley Fool)
Jul-31-24 09:51AM	McDonald's downgraded, PayPal upgraded: Wall Street's top analyst calls (The Fly)
05:03AM	Lockheed Martin Stock: Buy, Sell, or Hold? (Motley Fool)
Jul-30-24 09:00AM	Investors Heavily Search Lockheed Martin Corporation (LMT): Here is What You Need to Know (Zacks)
Jul-29-24 05:32AM	Boeing and Lockheed Martin Crush SpaceX in Latest Space Force Awards (Motley Fool)
03:08AM	Is Lockheed Martin Stock a Buy? (Motley Fool)
Jul-28-24 09:46PM	The Country with the Best Military in the World (Insider Monkey)
07:39AM	5 Dividend Stocks to Buy Even if You Are Worried About a Stock Market Sell-Off (Motley Fool)
07:00AM	Why Britains F-35s could be consigned to the scrap heap (The Telegraph)
Jul-27-24 11:25PM	Street calls of the week: Upgrades for Skechers and Lockheed Martin (Investing.com)
04:42AM	Is It Too Late to Buy Lockheed Martin Stock Now? (Motley Fool)
Jul-26-24 09:35AM	Lockheed Martin upgraded, L3Harris downgraded: Wall Street's top analyst calls (The Fly)
Jul-25-24 10:05AM	Greece signs deal to buy 20 US-made F-35 jets in major military overhaul (Associated Press Finance)
Jul-24-24 04:09PM	Lockheed Stock Upgraded, General Dynamics Slides As Defense Plays Report (Investor's Business Daily)
02:23PM	Final Trades: Lockheed Martin, TE Connectivity, U.S. 2 Year Treasuries and the XLU (CNBC TV)
09:44AM	Tesla downgraded, Spotify upgraded: Wall Street's top analyst calls (The Fly)
07:45AM	Lockheed Martin Rises Above Buy Zone, Kicks Off Defense Earnings; General Dynamics Slides (Investor's Business Daily)
05:05AM	Q2 2024 Lockheed Martin Corp Earnings Call (Thomson Reuters StreetEvents)
01:05AM	Decoding Lockheed Martin Corp (LMT): A Strategic SWOT Insight (GuruFocus.com)
12:59AM	Why Lockheed Martin (NYSE:LMT) Could Win Under a Trump Administration (TipRanks)
Jul-23-24 06:14PM	Ford or Tesla, consumer staples opportunities: Market Domination (Yahoo Finance Video) +5.63%
05:27PM	Lockheed Martin stock lifts off on Q2 beat, raised outlook (Yahoo Finance Video)
04:22PM	Analyst Report: Lockheed Martin Corporation (Morningstar Research)
02:53PM	Lockheed Martin Stock Climbs on Boosted Full-Year Guidance (Investopedia)
02:45PM	Lockheed Martin (LMT) Q2 2024 Earnings Call Transcript (Motley Fool)
02:10PM	General Motors CFO, Yahoo Finance Chartbook: Morning Brief (Yahoo Finance Video)
01:18PM	Lockheed (LMT) Beats on Q2 Earnings, Ups '24 Sales View (Zacks)
10:09AM	Spotify, GE Aerospace, Lockheed Martin: Earnings in review (Yahoo Finance Video)
09:35AM	Lockheed Martin Rises In Buy Zone On Beat-And-Raise Report, Kicking Off Defense Earnings (Investor's Business Daily)
09:30AM	Lockheed (LMT) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:40AM	Lockheed Martin (LMT) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
08:17AM	Lockheed Martin Stock Jumps as Earnings Smash Expectations, Guidance Raised (Barrons.com)
08:02AM	Lockheed Martin Leads Defense Earnings With Beat And Raise Report; RTX To Supply $24 Billion Order (Investor's Business Daily)
07:48AM	Lockheed Martin (NYSE:LMT) Reports Bullish Q2, Full-Year Sales Guidance Is Optimistic (StockStory)
07:37AM	Lockheed: Q2 Earnings Snapshot (Associated Press Finance)
07:33AM	Lockheed Martin Boosts Guidance as F-35 Deliveries Resume (The Wall Street Journal)
07:31AM	Lockheed Beats Earnings Estimates, Lifts Guidance (Barrons.com)
07:30AM	Lockheed Martin lifts 2024 sales target on fighter jet, missile demand (Reuters)
07:30AM	Lockheed Boosts Forecast on Strong Fighter Jet, Radar Sales (Bloomberg)
07:29AM	Lockheed Martin Reports Second Quarter 2024 Financial Results (PR Newswire)
06:19AM	US defence giant ready to prioritise UK as location for hypersonic missile building (The Telegraph)
06:19AM	Lockheed Martin prepared to build hypersonic missiles in UK before US (The Telegraph)
04:00AM	Lockheed Martins Skunk Works and KX Shaping the Future of Open Mission System Architectures (Business Wire)
Jul-22-24 07:03PM	Lockheed Has Good News About New F-35 Fighter Jet Ahead of Earnings (Barrons.com)
09:51AM	Biden drops out, backs Kamala Harris: 6 hot takes for investors (Yahoo Finance Video)
09:12AM	Lockheed Martin COO on the 2024 election, defense spending and F-35 delivery outlook (CNBC TV)
07:07AM	Good News for Boeing and Lockheed: SpaceX Just Raised Its Launch Price (Motley Fool)
07:00AM	Worldwide C-130J Super Hercules Fleet Soars Past 3 Million Flight Hours (PR Newswire)
03:03AM	Lockheed Martin (LMT) Reports Earnings Tomorrow: What To Expect (StockStory)

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment research, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1912 and is headquartered in Bethesda, MD.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hill Stephanie C.	Pres. Rotary & Mission Systems	Aug 01 '24	Sale	542.72	3,272	1,775,771	9,332	Aug 05 04:13 PM
STEPHANIE C HILL TODNAMED BENE	Officer	Aug 01 '24	Proposed Sale	542.72	3,272	1,775,771		Aug 01 04:07 PM
Cahill Timothy S	Pres. Missiles & Fire Control	Jul 24 '24	Sale	515.36	3,975	2,048,563	8,877	Jul 25 07:50 PM
GORDON ILENE S	Director	Apr 01 '24	Option Exercise	0.00	366	0	1,916	Apr 03 06:31 PM
Ellis James O Jr	Director	Apr 01 '24	Option Exercise	0.00	366	0	566	Apr 03 06:31 PM
Ulmer Gregory M	President Aeronautics	Mar 05 '24	Sale	431.19	6,204	2,675,125	0	Mar 07 07:50 PM
Lightfoot Robert M JR	President Space	Mar 05 '24	Sale	433.59	511	221,632	0	Mar 07 07:50 PM
Lavan Maryanne	SVP & General Counsel	Mar 05 '24	Sale	434.39	4,022	1,747,313	0	Mar 07 07:50 PM
Hill Stephanie C.	Pres. Rotary & Mission Systems	Mar 06 '24	Sale	431.59	4,499	1,941,710	12,604	Mar 07 07:50 PM
St John Frank A	Chief Operating Officer	Mar 01 '24	Sale	425.35	6,648	2,827,766	0	Mar 05 06:38 PM
Ulmer Gregory M	President Aeronautics	Feb 25 '24	Option Exercise	0.00	3,380	0	9,483	Feb 27 08:07 PM
St John Frank A	Chief Operating Officer	Feb 25 '24	Option Exercise	0.00	4,629	0	11,822	Feb 27 08:07 PM
TAICLET JAMES D JR	Chairman, President & CEO	Feb 25 '24	Option Exercise	0.00	12,291	0	61,453	Feb 27 08:07 PM
Lightfoot Robert M JR	President Space	Feb 25 '24	Option Exercise	0.00	768	0	771	Feb 27 08:07 PM
Paul Harry Edward III	Vice President & Controller	Feb 25 '24	Option Exercise	0.00	592	0	2,871	Feb 27 08:07 PM
Lavan Maryanne	SVP & General Counsel	Feb 25 '24	Option Exercise	0.00	2,981	0	7,583	Feb 27 08:07 PM
Hill Stephanie C.	Pres. Rotary & Mission Systems	Feb 25 '24	Option Exercise	0.00	3,359	0	21,116	Feb 27 08:07 PM
Cahill Timothy S	Pres. Missiles & Fire Control	Feb 25 '24	Option Exercise	0.00	1,515	0	14,310	Feb 27 08:07 PM
Ulmer Gregory M	Executive Vice President	Dec 08 '23	Option Exercise	0.00	67	0	1,017	Dec 12 08:58 PM
Hill Stephanie C.	Executive Vice President	Dec 08 '23	Option Exercise	0.00	78	0	12,682	Dec 12 08:57 PM
St John Frank A	Chief Operating Officer	Dec 08 '23	Option Exercise	0.00	110	0	218	Dec 12 08:57 PM
Cahill Timothy S	Executive Vice President	Dec 08 '23	Option Exercise	0.00	48	0	10,524	Dec 12 08:57 PM
Lavan Maryanne	SVP & General Counsel	Dec 08 '23	Option Exercise	0.00	71	0	100	Dec 12 08:57 PM

Open in Screener

SNAP

Snap Inc

Sep 06 • 04:00PM ET

8.62

Dollar change -0.25
Percentage change -2.82	%

Communication Services • Internet Content & Information • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VO VXF VUG VOT VOX FDN IGV CGGR FBCG

Index	-	P/E	-	EPS (ttm)	-0.71	Insider Own	36.89%	Shs Outstand	1.39B	Perf Week	-6.51%
Market Cap	14.15B	Forward P/E	-	EPS next Y	-0.33	Insider Trans	-0.51%	Shs Float	1.04B	Perf Month	3.98%
Income	-1170.21M	PEG	-	EPS next Q	-0.13	Inst Own	55.41%	Short Float	5.23%	Perf Quarter	-43.29%
Sales	4.98B	P/S	2.84	EPS this Y	36.35%	Inst Trans	-11.84%	Short Ratio	2.40	Perf Half Y	-27.26%
Book/sh	1.25	P/B	6.90	EPS next Y	37.46%	ROA	-15.51%	Short Interest	54.17M	Perf Year	-10.49%
Cash/sh	1.88	P/C	4.59	EPS next 5Y	70.70%	ROE	-51.19%	52W Range	8.28 - 17.90	Perf YTD	-49.08%
Dividend Est.	-	P/FCF	964.26	EPS past 5Y	3.22%	ROI	-18.73%	52W High	-51.84%	Beta	1.01
Dividend TTM	-	Quick Ratio	3.98	Sales past 5Y	33.51%	Gross Margin	49.74%	52W Low	4.11%	ATR (14)	0.45
Dividend Ex-Date	-	Current Ratio	3.98	EPS Y/Y TTM	15.96%	Oper. Margin	-24.41%	RSI (14)	28.36	Volatility	3.76% 3.55%
Employees	5289	Debt/Eq	2.05	Sales Y/Y TTM	11.08%	Profit Margin	-23.49%	Recom	2.65	Target Price	12.66
Option/Short	Yes / Yes	LT Debt/Eq	2.02	EPS Q/Q	35.77%	Payout	-	Rel Volume	1.10	Prev Close	8.87
Sales Surprise	-1.22%	EPS Surprise	4.15%	Sales Q/Q	15.84%	Earnings	Aug 01 AMC	Avg Volume	22.60M	Price	8.62
SMA20	-6.36%	SMA50	-29.81%	SMA200	-36.65%	Trades		Volume	24,829,013	Change	-2.82%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-05-24	Initiated	Cantor Fitzgerald	Neutral	$8
Aug-02-24	Downgrade	HSBC Securities	Buy → Hold
Jul-23-24	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$12 → $16
Jul-16-24	Initiated	Wolfe Research	Peer Perform
Apr-26-24	Upgrade	HSBC Securities	Reduce → Buy
Jan-17-24	Reiterated	Piper Sandler	Neutral	$12 → $17
Jan-09-24	Initiated	BMO Capital Markets	Outperform	$22
Dec-20-23	Resumed	Raymond James	Outperform	$20
Dec-18-23	Upgrade	Guggenheim	Neutral → Buy	$23
Dec-11-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$8 → $22
Nov-30-23	Upgrade	Jefferies	Hold → Buy	$12 → $16
Oct-26-23	Upgrade	China Renaissance	Sell → Hold	$9
Sep-26-23	Initiated	HSBC Securities	Reduce	$7.50
Jul-28-23	Downgrade	China Renaissance	Hold → Sell	$7
Jul-19-23	Reiterated	UBS	Neutral	$10 → $14
Jul-17-23	Reiterated	Goldman	Neutral	$7 → $8
Jul-17-23	Reiterated	Credit Suisse	Outperform	$11 → $16
Jul-13-23	Reiterated	Jefferies	Hold	$9 → $13
Jun-08-23	Initiated	Wells Fargo	Equal Weight	$10
Feb-01-23	Downgrade	UBS	Buy → Neutral	$10

Show Previous Ratings

Sep-05-24 03:35PM	New Mexico's attorney general files a suit saying Snapchat allows child sexual extortion (Associated Press Finance)
10:47AM	Snap sued by New Mexico over failure to protect children from sexual exploitation (Reuters)
10:38AM	New Mexico AG files lawsuit against Snap over sexual predation of minors (CNBC TV)
05:37AM	Can Snap Stock Snap Back? Why Its 47% Year-to-Date Plunge Might Be a Buying Opportunity. (Motley Fool)
Sep-04-24 07:41PM	Is Snap Inc. (SNAP) the Best Augmented Reality Stock to Buy Now? (Insider Monkey)
06:00PM	Loading…
06:00PM	Snap (SNAP) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
05:35PM	A YouTuber Finds the Math on Shorts Doesnt Add Up (The Information)
Sep-03-24 06:45PM	Snap to focus on growing ads business, augmented reality amid poor stock performance (Reuters) -5.14%
05:01PM	Snap CEO Rallies Workers on Ad Business Amid Stock Drop (Bloomberg)
05:17AM	Is Snap Stock a Buy? (Motley Fool)
Sep-02-24 03:55PM	10 Best Augmented Reality Stocks To Buy Now (Insider Monkey)
Sep-01-24 06:45AM	I Was Wrong About Snap Stock in 2022. Here's How I See It Now. (Motley Fool)
02:00AM	Tech giants fight crackdown on strangers contacting children (The Telegraph)
Aug-29-24 06:00PM	Snap (SNAP) Stock Moves 0.44%: What You Should Know (Zacks)
10:37AM	Snapchat data uncovers back-to-school spending habits (Retail Insight Network)
10:44AM	Loading…
Aug-28-24 10:44AM	Snapchat releases new teen safety resources for educators (TechCrunch)
Aug-27-24 12:52PM	Meta to shut augmented reality studio used by third-party creators (Reuters)
10:37AM	13 years later, Snapchat finally rolls out native support for iPads (TechCrunch)
Aug-23-24 05:32AM	Jim Cramer's Latest Lightning Round: Top 10 Stocks (Insider Monkey)
Aug-22-24 07:45AM	Interview: Snaps Qi Pan shares how computer vision is entering a golden age (Verdict)
Aug-13-24 12:49PM	Why Is Snap (SNAP) Stock Rocketing Higher Today (StockStory)
08:03AM	3 AI Stocks to Sell in August Before They Crash & Burn (InvestorPlace)
Aug-12-24 08:54PM	Lightning Round: Snap is not investable, says Jim Cramer (CNBC TV)
Aug-10-24 05:30PM	Dollar General Corporation (DG): Hedge Funds Are Bullish on This Retail Stock Now (Insider Monkey)
Aug-09-24 05:58AM	1 Key Reason to Buy This Growth Stock During the Russell 2000 Sell-Off (Motley Fool)
Aug-08-24 04:27PM	7 Undervalued Stocks With 500% Upside Potential After Coming Rate Cuts (InvestorPlace) +7.84%
Aug-07-24 08:11AM	Walgreens adds new partner for SNAP/EBT delivery orders (Chain Store Age)
07:56AM	3 Augmented Reality Stocks to Sell in August Before They Crash & Burn (InvestorPlace)
06:10AM	Better Social Media Stock: Meta Platforms vs. Snap (Motley Fool)
Aug-05-24 11:21AM	Why Snap (SNAP) Shares Are Falling Today (StockStory) -6.94%
10:30AM	Loading…
10:30AM	7 Undervalued Stocks That Could Surge 500% in the Next 12 Months (InvestorPlace)
09:15AM	Interpreting Snap (SNAP) International Revenue Trends (Zacks)
Aug-03-24 01:08AM	Decoding Snap Inc (SNAP): A Strategic SWOT Insight (GuruFocus.com)
Aug-02-24 06:37PM	Analyst Report: Snap Inc. (Morningstar Research) -26.93% -6.94%
04:41PM	These Stocks Moved the Most Today: Intel, Amazon, Apple, Chevron, Snap, Booking, Clorox, Atlassian, and More (Barrons.com)
02:26PM	These Stocks Are Moving the Most Today: Intel, Amazon, Apple, Chevron, Snap, Booking, Clorox, Atlassian, and More (Barrons.com)
01:09PM	Top Stock Movers Now: Amazon, Intel, Snap, and More (Investopedia)
01:02PM	Snap, Celanese fall; DoorDash, Clorox rise, Friday, 8/2/2024 (Associated Press)
12:11PM	Why Snap Stock Was Plunging Today (Motley Fool)
12:04PM	Snap (SNAP) Stock Trades Down, Here Is Why (StockStory)
11:17AM	Snap Stock Plummets on Revenue Miss, Weak Guidance (Investopedia)
11:04AM	Cramer's Mad Dash: Snap (CNBC TV)
10:22AM	Snap stock plummets on weak Q3 outlook (Yahoo Finance Video)
10:12AM	Stocks to Watch Friday: Intel, Amazon, Apple, Nvidia (The Wall Street Journal)
09:54AM	Snap shares tumble 22% after a 'mixed' set of results, guidance miss (Investing.com)
09:21AM	Snap Stock Tumbles After Earnings on Weak Outlook (Barrons.com)
08:33AM	Snap shares plummet as weak outlook intensifies ad competition fears (Reuters)
07:34AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday (InvestorPlace)
07:20AM	Intel, Amazon, Nvidia, Snap fell premarket; Apple, Exxon rise (Investing.com)
01:00AM	Snap (SNAP) Q2 2024 Earnings Call Transcript (Motley Fool)
Aug-01-24 05:53PM	Amazon and Intel earnings disappoint: Market Domination Overtime (Yahoo Finance Video)
05:45PM	Snap (SNAP) Q2 Earnings Match Estimates (Zacks)
05:14PM	A Cool Revenue Outlook Drags Down Snap's Stock (Investopedia)
05:00PM	Snap Shares Fall as 16% Revenue Growth Misses Estimates (The Wall Street Journal)
04:46PM	Snap: Q2 Earnings Snapshot (Associated Press Finance)
04:42PM	Snap stock sinks on disappointing Q3 outlook (Yahoo Finance Video)
04:33PM	Snap Stock Crashes As Snapchat Parent Reports Lower-Than-Expected Sales (Investor's Business Daily)
04:24PM	Snap (NYSE:SNAP) Misses Q2 Revenue Estimates, Stock Drops 21.4% (StockStory)
04:12PM	Snap forecasts weak revenue as big rivals threaten growth, shares slide (Reuters)
04:10PM	Snap Inc. Announces Second Quarter 2024 Financial Results (Business Wire)
01:19PM	Stocks fall ahead of Apple, Amazon earnings: Yahoo Finance (Yahoo Finance Video)
10:39AM	Meta and Pinterest Stocks Diverged After Earnings. What It Means for Snap and Reddit. (Barrons.com)
09:47AM	Meta shares soar on solid earnings beat, but warns of 'significant' cap-ex expansion (Yahoo Finance)
09:47AM	Meta jumps on solid earnings beat, but warns of 'significant' cap-ex expansion (Yahoo Finance)
09:47AM	Meta jumps on solid earnings beat but warns of 'significant' spending expansion (Yahoo Finance)
07:23AM	Meta surges, Apple and Amazon on deck: Yahoo Finance (Yahoo Finance Video)
Jul-31-24 04:12PM	Meta beats Q2 expectations, but warns of 'significant' cap-ex expansion in 2025 (Yahoo Finance)
04:12PM	Meta beats Q2 expectations but warns of 'significant' spending expansion in 2025 (Yahoo Finance)
04:10PM	Meta beats Q2 expectations, but warns of cap-ex expansion in 2025 (Yahoo Finance)
02:55PM	Squawk Pod: Social Media at the Olympics: Evan Spiegel (CNBC TV)
03:06AM	Snap (SNAP) Q2 Earnings: What To Expect (StockStory)
Jul-30-24 02:04PM	Meta to report second quarter earnings with ad sales, AI spending top of mind (Yahoo Finance)
10:50AM	Snap CEO Evan Spiegel on his family's social media use (CNBC TV)
10:03AM	Snap CEO Evan Spiegel: We offer social connection without social comparison (CNBC TV)
Jul-28-24 07:30AM	Get Your Money Out of These 3 Growth Stocks Before the End of July (InvestorPlace)
Jul-26-24 06:00PM	Snap (SNAP) Stock Sinks As Market Gains: Here's Why (Zacks)
05:12PM	Big Tech earnings, jobs report, Fed decision: What to Watch (Yahoo Finance Video)
04:14AM	Q1 Rundown: Yelp (NYSE:YELP) Vs Other Social Networking Stocks (StockStory)
Jul-25-24 06:15PM	Snap (SNAP) Declines More Than Market: Some Information for Investors (Zacks)
Jul-24-24 02:36PM	Why Snap (SNAP) Shares Are Sliding Today (StockStory) -5.23%
09:56AM	Meta Removes 63,000 Accounts Linked to Sextortion Scammers (Bloomberg)
Jul-23-24 08:57AM	Meta's reality check: Inside the $45 billion cash burn at Reality Labs (Yahoo Finance)
Jul-22-24 01:07PM	Reddit Stock Jumps as Social Media Shares Climb (Investopedia)
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Snap, Inc. is a technology company. It engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
O'Sullivan Michael J.	General Counsel	Aug 30 '24	Sale	9.30	18,000	167,476	456,662	Sep 04 07:59 PM
Michael O'Sullivan Living Trus	Officer	Aug 30 '24	Proposed Sale	9.22	18,000	165,960		Aug 30 04:22 PM
Young Eric	SVP of Engineering	Aug 16 '24	Sale	9.11	114,097	1,039,047	3,041,723	Aug 20 07:00 PM
Morrow Rebecca	CAO	Aug 16 '24	Sale	9.10	8,923	81,235	472,405	Aug 20 07:00 PM
O'Sullivan Michael J.	General Counsel	Aug 16 '24	Sale	9.11	12,512	113,933	1,328,085	Aug 20 07:00 PM
Jenkins Elizabeth	Director	Aug 16 '24	Sale	9.19	9,965	91,578	40,406	Aug 20 07:00 PM
Jenkins Elizabeth	Director	Aug 16 '24	Proposed Sale	9.19	9,965	91,578		Aug 16 05:07 PM
Morrow Rebecca	Officer	Aug 16 '24	Proposed Sale	9.10	8,923	81,235		Aug 16 05:06 PM
O'Sullivan Michael J.	Officer	Aug 16 '24	Proposed Sale	9.11	12,512	113,933		Aug 16 05:05 PM
Young Eric	Officer	Aug 16 '24	Proposed Sale	9.11	114,097	1,039,047		Aug 16 05:04 PM
Murphy Robert C.	Chief Technology Officer	Aug 06 '24	Sale	8.69	1,000,000	8,688,800	58,553,813	Aug 08 09:00 PM
Spiegel Evan	Chief Executive Officer	Aug 06 '24	Sale	8.85	150,000	1,327,380	3,327,844	Aug 08 09:00 PM
Spiegel Evan	Officer	Aug 06 '24	Proposed Sale	8.79	150,000	1,318,338		Aug 06 04:12 PM
Murphy Robert C.	Officer	Aug 06 '24	Proposed Sale	8.63	1,000,000	8,628,559		Aug 06 04:02 PM
O'Sullivan Michael J.	General Counsel	Jul 31 '24	Sale	13.28	18,000	239,065	463,908	Aug 02 07:00 PM
Michael O'Sullivan Living Trus	Officer	Jul 31 '24	Proposed Sale	13.09	18,000	235,620		Jul 31 04:19 PM
Jenkins Elizabeth	Director	Jul 25 '24	Sale	13.50	1,735	23,422	50,371	Jul 25 07:00 PM
Lynton Michael	Director	Jul 24 '24	Sale	13.74	11,700	160,757	117,000	Jul 25 07:00 PM
Coles Joanna	Director	Jul 11 '24	Sale	16.88	1,188	20,053	45,304	Jul 15 07:00 PM
O'Sullivan Michael J.	General Counsel	Jun 28 '24	Sale	16.56	18,000	298,100	481,908	Jul 02 07:00 PM
O'Sullivan Michael J.	General Counsel	Jun 17 '24	Sale	15.51	58,924	913,811	1,391,122	Jun 20 07:00 PM
Morrow Rebecca	CAO	Jun 17 '24	Sale	15.50	2,415	37,444	481,328	Jun 20 07:00 PM
Andersen Derek	Chief Financial Officer	Jun 17 '24	Sale	15.49	122,429	1,896,164	2,385,578	Jun 20 07:00 PM
Coles Joanna	Director	Jun 11 '24	Sale	15.17	3,950	59,922	46,492	Jun 13 07:00 PM
O'Sullivan Michael J.	General Counsel	May 31 '24	Sale	15.01	18,000	270,241	449,383	Jun 04 07:00 PM
Morrow Rebecca	CAO	May 16 '24	Sale	15.91	8,913	141,800	483,743	May 20 07:00 PM
O'Sullivan Michael J.	General Counsel	May 16 '24	Sale	15.91	12,695	201,965	1,460,617	May 20 07:00 PM
Young Eric	SVP of Engineering	May 16 '24	Sale	15.91	115,915	1,844,184	3,292,657	May 20 07:00 PM
Andersen Derek	Chief Financial Officer	May 15 '24	Sale	15.72	26,682	419,350	2,508,007	May 17 07:00 PM
O'Sullivan Michael J.	General Counsel	Apr 30 '24	Sale	15.10	18,000	271,802	456,812	May 02 07:00 PM
Spiegel Evan	Chief Executive Officer	Apr 29 '24	Sale	14.35	150,000	2,153,025	3,477,844	May 01 09:00 PM
Murphy Robert C.	Chief Technology Officer	Apr 29 '24	Sale	14.27	1,000,000	14,274,500	59,894,865	May 01 09:00 PM
Morrow Rebecca	CAO	Apr 16 '24	Sale	10.19	428	4,362	492,656	Apr 18 07:00 PM
O'Sullivan Michael J.	General Counsel	Mar 28 '24	Sale	11.53	18,000	207,594	474,812	Apr 01 07:00 PM
Andersen Derek	Chief Financial Officer	Mar 18 '24	Sale	10.99	96,953	1,065,979	2,534,689	Mar 20 07:00 PM
Morrow Rebecca	CAO	Mar 18 '24	Sale	11.00	2,442	26,856	493,084	Mar 20 07:00 PM
O'Sullivan Michael J.	General Counsel	Mar 18 '24	Sale	11.00	59,641	655,884	1,267,193	Mar 20 07:00 PM
O'Sullivan Michael J.	General Counsel	Feb 29 '24	Sale	11.06	18,000	199,033	443,005	Mar 04 07:00 PM
O'Sullivan Michael J.	General Counsel	Feb 29 '24	Sale	11.06	160	1,769	1,326,834	Mar 04 07:00 PM
Young Eric	SVP of Engineering	Feb 16 '24	Sale	11.13	120,472	1,341,444	3,540,852	Feb 21 07:00 PM
Morrow Rebecca	CAO	Feb 16 '24	Sale	11.14	9,386	104,521	495,526	Feb 21 07:00 PM
Spiegel Evan	Chief Executive Officer	Feb 08 '24	Sale	11.11	150,000	1,666,530	3,627,844	Feb 12 09:00 PM
O'Sullivan Michael J.	General Counsel	Jan 31 '24	Sale	16.16	13,000	210,044	461,005	Feb 02 07:00 PM
Morrow Rebecca	CAO	Jan 16 '24	Sale	15.56	408	6,349	306,618	Jan 18 07:00 PM
Andersen Derek	Chief Financial Officer	Dec 15 '23	Sale	16.99	37,821	642,571	2,255,518	Dec 19 07:00 PM
Andersen Derek	Chief Financial Officer	Dec 18 '23	Sale	17.12	27,152	464,758	2,228,366	Dec 19 07:00 PM
Morrow Rebecca	CAO	Dec 18 '23	Sale	17.13	1,792	30,692	307,026	Dec 19 07:00 PM
O'Sullivan Michael J.	General Counsel	Dec 15 '23	Sale	16.88	13,000	219,422	474,005	Dec 19 07:00 PM
Lynton Michael	Director	Dec 07 '23	Sale	14.60	4,557	66,532	112,809	Dec 11 07:00 PM
O'Sullivan Michael J.	General Counsel	Nov 30 '23	Sale	13.83	13,000	179,768	487,005	Dec 01 07:00 PM
O'Sullivan Michael J.	General Counsel	Nov 16 '23	Sale	11.90	35,683	424,621	1,016,181	Nov 20 07:00 PM
Young Eric	SVP of Engineering	Nov 16 '23	Sale	11.90	119,112	1,417,492	3,391,040	Nov 20 07:00 PM
Morrow Rebecca	CAO	Nov 16 '23	Sale	11.90	1,017	12,100	308,818	Nov 20 07:00 PM
Andersen Derek	Chief Financial Officer	Nov 16 '23	Sale	11.90	40,144	477,698	2,293,339	Nov 17 07:00 PM
Andersen Derek	Chief Financial Officer	Nov 15 '23	Sale	12.15	10,047	122,071	2,333,483	Nov 17 07:00 PM
O'Sullivan Michael J.	General Counsel	Oct 31 '23	Sale	9.93	13,000	129,117	469,584	Nov 02 07:00 PM
Spiegel Evan	Chief Executive Officer	Oct 26 '23	Sale	8.98	150,000	1,347,720	3,777,844	Oct 30 09:00 PM
Murphy Robert C.	Chief Technology Officer	Oct 26 '23	Sale	9.05	1,000,000	9,048,100	67,572,851	Oct 30 09:00 PM
Morrow Rebecca	CAO	Oct 16 '23	Sale	9.59	6,980	66,931	309,835	Oct 18 07:00 PM
O'Sullivan Michael J.	General Counsel	Sep 29 '23	Sale	8.75	13,000	113,811	482,584	Oct 03 07:00 PM
Hunter Jerry James	Chief Operating Officer	Sep 18 '23	Sale	8.87	76,556	678,814	4,236,872	Sep 20 07:00 PM
Hunter Jerry James	Chief Operating Officer	Sep 19 '23	Sale	8.80	48,154	423,789	1,165,323	Sep 20 07:00 PM
Morrow Rebecca	CAO	Sep 18 '23	Sale	8.87	1,244	11,029	316,815	Sep 20 07:00 PM
Andersen Derek	Chief Financial Officer	Sep 18 '23	Sale	8.87	28,346	251,327	2,343,530	Sep 20 07:00 PM

Open in Screener

KMI

Kinder Morgan Inc

Sep 06 • 04:00PM ET

21.13

Dollar change -0.35
Percentage change -1.63	%

Energy • Oil & Gas Midstream • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI XLE VOO SPY IVV VO VTV VDE VYM HDV

Index	S&P 500	P/E	19.30	EPS (ttm)	1.09	Insider Own	12.79%	Shs Outstand	2.22B	Perf Week	-1.35%
Market Cap	46.97B	Forward P/E	16.85	EPS next Y	1.25	Insider Trans	-0.17%	Shs Float	1.94B	Perf Month	1.59%
Income	2.43B	PEG	2.51	EPS next Q	0.27	Inst Own	66.77%	Short Float	2.09%	Perf Quarter	6.66%
Sales	15.31B	P/S	3.07	EPS this Y	12.50%	Inst Trans	-0.08%	Short Ratio	2.85	Perf Half Y	18.24%
Book/sh	13.67	P/B	1.55	EPS next Y	4.15%	ROA	3.48%	Short Interest	40.47M	Perf Year	27.06%
Cash/sh	0.06	P/C	378.77	EPS next 5Y	7.70%	ROE	7.99%	52W Range	15.89 - 21.86	Perf YTD	19.78%
Dividend Est.	1.15 (5.44%)	P/FCF	11.38	EPS past 5Y	9.87%	ROI	4.12%	52W High	-3.34%	Beta	0.91
Dividend TTM	1.14 (5.40%)	Quick Ratio	0.28	Sales past 5Y	4.24%	Gross Margin	35.20%	52W Low	32.98%	ATR (14)	0.35
Dividend Ex-Date	Jul 31, 2024	Current Ratio	0.37	EPS Y/Y TTM	-1.42%	Oper. Margin	27.91%	RSI (14)	49.57	Volatility	1.71% 1.44%
Employees	10891	Debt/Eq	1.05	Sales Y/Y TTM	-5.78%	Profit Margin	15.89%	Recom	2.45	Target Price	22.25
Option/Short	Yes / Yes	LT Debt/Eq	0.94	EPS Q/Q	-0.92%	Payout	105.73%	Rel Volume	0.80	Prev Close	21.48
Sales Surprise	-12.72%	EPS Surprise	-2.65%	Sales Q/Q	5.08%	Earnings	Jul 17 AMC	Avg Volume	14.20M	Price	21.13
SMA20	-0.40%	SMA50	1.46%	SMA200	12.51%	Trades		Volume	11,392,542	Change	-1.63%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-19-24	Upgrade	Argus	Hold → Buy	$24
Jun-04-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$18 → $22
Mar-25-24	Downgrade	Truist	Buy → Hold	$22 → $20
Oct-06-23	Resumed	Goldman	Buy	$20
Oct-03-23	Initiated	Pickering Energy Partners	Neutral
Jul-12-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Mar-02-23	Initiated	Scotiabank	Sector Perform	$20
Mar-01-23	Upgrade	Bernstein	Mkt Perform → Outperform	$19 → $22
Dec-09-22	Initiated	Citigroup	Neutral	$19
Sep-08-22	Upgrade	Goldman	Sell → Neutral	$19
May-02-22	Resumed	Truist	Buy	$22
Apr-28-22	Upgrade	Wells Fargo	Underweight → Equal Weight	$21
Apr-11-22	Downgrade	Wolfe Research	Peer Perform → Underperform	$18
Jan-10-22	Upgrade	Wolfe Research	Underperform → Peer Perform	$16 → $17
Sep-28-21	Resumed	BofA Securities	Neutral	$18
Jun-16-21	Downgrade	Stifel	Buy → Hold	$18
Jun-14-21	Downgrade	Goldman	Neutral → Sell
May-26-21	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$18
May-13-21	Downgrade	Wells Fargo	Equal Weight → Underweight	$17
Mar-09-21	Downgrade	Bernstein	Outperform → Mkt Perform	$18 → $17

Show Previous Ratings

Sep-06-24 05:13AM	How Much Will Kinder Morgan Pay Out in Dividends This Year? (Motley Fool)
Sep-05-24 04:40AM	AI Could Power High-Octane Growth for These High-Yield Dividend Stocks (Motley Fool)
Sep-04-24 10:39AM	All It Takes Is $800 Invested in Each of These 3 High-Yield Dividend Stocks to Generate Over $100 in Passive Income Per Year (Motley Fool)
06:17AM	With Tellurian on the Verge of Disappearing, Here are 2 Alternative Ways to Cash in on the LNG Boom (Motley Fool)
Sep-03-24 05:50PM	Kinder Morgan (KMI) Stock Moves -0.05%: What You Should Know (Zacks)
06:40AM	Loading…
06:40AM	3 High-Yield Dividend Stocks That Are Screaming Buys in September (Motley Fool)
Sep-02-24 05:32AM	Tired of Laboring for Your Income? These Dividend Stocks Can Put Your Money to Work and Make You Some Passive Income. (Motley Fool)
Aug-31-24 06:11PM	Jim Cramer On Kinder Morgan Inc. (KMI): A Big Favorite Of Mine From 2005 To 2010' (Insider Monkey)
11:27AM	Billionaire Stan Druckenmiller Is Betting On Kinder Morgan, Inc. (KMI) (Insider Monkey)
Aug-29-24 07:00AM	Marjorie Taylor Greene Just Loaded Up on Stocks: 6 Companies She Just Bought (Motley Fool)
Aug-28-24 05:50PM	Kinder Morgan (KMI) Stock Moves -0.28%: What You Should Know (Zacks)
01:09PM	Kinder Morgan Expects Growth Ahead As Natural Gas Looks To Fill Energy Void (Investor's Business Daily)
09:00AM	Kinder Morgan, Inc. (KMI) is Attracting Investor Attention: Here is What You Should Know (Zacks)
05:16AM	2 No-Brainer Dividend Stocks to Buy Right Now for Less Than $200 (Motley Fool)
Aug-25-24 08:41AM	3 Dividend Stocks Yielding 5% to Buy Right Now for Passive Income (Motley Fool)
05:50PM	Loading…
Aug-22-24 05:50PM	Kinder Morgan (KMI) Advances While Market Declines: Some Information for Investors (Zacks)
Aug-19-24 02:03PM	These Stocks Could Benefit From AI-Driven Power Demand, Mizuho Analysts Say (Investopedia)
Aug-16-24 11:30AM	Why Is Kinder Morgan (KMI) Up 0.3% Since Last Earnings Report? (Zacks)
Aug-14-24 09:00AM	Kinder Morgan, Inc. (KMI) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Aug-12-24 09:08AM	Kinder Morgan's (KMI) Take-or-Pay Strategy: Buy Now or Hold? (Zacks)
Aug-05-24 03:55PM	7 Energy Stocks to Buy for Their Game-Changing Potential (InvestorPlace)
04:05AM	$9,000 Invested in ExxonMobil and Each of These 2 Dividend Stocks to Generate Over $1,000 in Passive Income per Year (Motley Fool)
Aug-04-24 09:30AM	Meet the 5.4%-Yielding Dividend Stock That Is Crushing the S&P 500 and Nasdaq Composite in 2024 (Motley Fool)
Aug-02-24 09:00AM	Investors Heavily Search Kinder Morgan, Inc. (KMI): Here is What You Need to Know (Zacks)
Jul-24-24 05:00PM	Kevin O'Leary Is Long On Energy, For Now (Benzinga)
05:15AM	This High-Yielding Dividend Stock Sees AI Supercharging Its Growth Prospects (Motley Fool)
Jul-23-24 01:29PM	Final Trades: Corning, Truist Financial, Kinder Morgan and Honeywell (CNBC TV)
06:45AM	Kinder Morgan Shows Lackluster Growth, but Could Better Days Be Ahead? (Motley Fool)
Jul-19-24 05:19AM	This 5.5%-Yielding Dividend Stock Supercharges Its Growth Engine by Adding Nearly $2 Billion of Fuel (Motley Fool)
Jul-18-24 06:37PM	Analyst Report: Kinder Morgan, Inc. (Morningstar Research)
04:15PM	Loading…
04:15PM	Kinder Morgan Issues 2023 Sustainability Report (Business Wire)
03:34PM	Kinder Morgan Stock Jumps on Jaw-Dropping Opportunity (Barrons.com)
10:34AM	Despite 2Q Earnings Miss, Kinder Morgan Plans Gas Capacity Growth (Hart Energy)
10:07AM	Q2 2024 Kinder Morgan Inc Earnings Call (Thomson Reuters StreetEvents)
09:35AM	Kinder Morgan (KMI) Q2 Earnings In Line, Revenues Rise Y/Y (Zacks)
Jul-17-24 08:15PM	Kinder Morgan (KMI) Q2 2024 Earnings Call Transcript (Motley Fool)
06:24PM	Analyst Report: Kinder Morgan, Inc. (Morningstar Research)
05:15PM	Kinder Morgan (KMI) Matches Q2 Earnings Estimates (Zacks)
04:13PM	Kinder Morgan: Q2 Earnings Snapshot (Associated Press Finance)
04:08PM	Kinder Morgan reports Q2 miss, remains optimistic on natgas demand (Reuters)
04:05PM	Kinder Morgan Reports Second Quarter 2024 Financial Results (Business Wire)
Jul-16-24 11:15AM	The 3 Best Stocks to Buy For a Republican Tsunami in November (InvestorPlace)
09:00AM	Kinder Morgan (KMI) to Report Q2 Earnings: What to Expect? (Zacks)
Jul-14-24 07:00AM	What To Expect in the Markets This Week (Investopedia)
Jul-12-24 08:58AM	Kinder Morgan (KMI) Begins Open Season for Pipeline Expansion (Zacks)
Jul-11-24 03:50AM	Want $1,000 in Passive Income? Invest $3,000 in This High-Yield Energy Stock and Wait 6 Years. (Motley Fool)
Jul-10-24 08:30AM	Kinder Morgan Announces Second Quarter 24 Earnings Webcast (Business Wire)
Jul-08-24 06:00PM	Kinder Morgan (KMI) Stock Moves 0.1%: What You Should Know (Zacks)
12:51PM	Kinder Morgan, Inc. (KMI) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Jul-04-24 09:07AM	3 High-Yield Dividend Stocks Wall Street is Quietly Accumulating (InvestorPlace)
Jul-03-24 04:46PM	Is Kinder Morgan, Inc. (KMI) One of The Best Dividend Stocks to Buy Under $25 Now? (Insider Monkey)
09:59AM	12 Best Dividend Stocks Under $25 (Insider Monkey)
Jun-30-24 09:07AM	Secure Your Portfolio With These Top 3 High-Yield Energy Dividend Stocks (Benzinga)
Jun-28-24 07:52AM	Here's Why Hold Strategy is Apt for Kinder Morgan (KMI) Stock (Zacks)
Jun-25-24 06:00PM	Kinder Morgan (KMI) Stock Declines While Market Improves: Some Information for Investors (Zacks)
09:00AM	Investors Heavily Search Kinder Morgan, Inc. (KMI): Here is What You Need to Know (Zacks)
Jun-22-24 08:29AM	What Makes Kinder Morgan, Inc. (KMI) a Good Robinhood Stock to Buy Right Now? (Insider Monkey)
Jun-21-24 01:06PM	10 Best Robinhood Stocks Under $20 (Insider Monkey)
Jun-19-24 12:17PM	7 High-Yield Dividend Stock Heroes for Robust Passive Income (InvestorPlace)
08:00AM	3 Energy Stocks to Buy Now: June 2024 (InvestorPlace)
Jun-17-24 06:00PM	Kinder Morgan (KMI) Increases Yet Falls Behind Market: What Investors Need to Know (Zacks)
04:50AM	The Smartest High-Yield Energy Stocks to Buy With $1,000 Right Now (Motley Fool)
Jun-15-24 06:42AM	The 7 Best Under $20 Stocks to Buy in June 2024 (InvestorPlace)
Jun-14-24 09:00AM	Kinder Morgan, Inc. (KMI) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Jun-11-24 05:50PM	Kinder Morgan (KMI) Stock Sinks As Market Gains: Here's Why (Zacks)
03:19PM	Kinder Morgan, Inc. (NYSE:KMI): The Best Undervalued Natural Gas and Oil Dividend Stock? (Insider Monkey)
09:57AM	13 Best Natural Gas and Oil Dividend Stocks To Buy (Insider Monkey)
Jun-10-24 08:29PM	Wells Fargo Pounds the Table on These 2 Energy Stocks (TipRanks)
06:00PM	Kinder Morgan (KMI) Outpaces Stock Market Gains: What You Should Know (Zacks)
08:23AM	Is Enterprise Products Partners LP (NYSE:EPD) the Best Energy Dividend Stock to Buy in 2024? (Insider Monkey)
Jun-09-24 09:00AM	10 Best Dividend Stocks to Buy According to Billionaire Leon Cooperman (Insider Monkey)
Jun-04-24 05:50PM	Kinder Morgan (KMI) Outpaces Stock Market Gains: What You Should Know (Zacks)
Jun-03-24 09:00AM	Kinder Morgan, Inc. (KMI) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
May-30-24 05:07AM	Marjorie Taylor Greene Just Loaded Up on Stocks: Here Are the 6 She Bought (Motley Fool)
May-29-24 05:50PM	Kinder Morgan (KMI) Dips More Than Broader Market: What You Should Know (Zacks)
May-27-24 12:46PM	Reliable Rewards: 7 Dividend Stocks to Count On in Any Market (InvestorPlace)
May-24-24 07:00AM	3 Oil & Gas Stocks to Buy Now: May 2024 (InvestorPlace)
May-23-24 05:50PM	Kinder Morgan (KMI) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
09:00AM	Investors Heavily Search Kinder Morgan, Inc. (KMI): Here is What You Need to Know (Zacks)
08:51AM	Kinder Morgan acquires oil and gas assets in Texas from Avad Energy (Offshore Technology)
07:08AM	Kinder Morgan (KMI) Leverages Carbon Credits in Texas Oilfield (Zacks)
May-21-24 01:56PM	The AI Boom Is Powering Gas-Pipeline Stocks (Barrons.com)
09:14AM	US Capital Advisors Adjusts Price Target on Kinder Morgan to $22 From $21 (MT Newswires)
May-19-24 07:16AM	Got $1,000? Turn It Into $55 (or More) of Passive Income Each Year With These Magnificent Dividend Stocks. (Motley Fool)
May-18-24 10:05AM	Turning Trash Into Treasure: These Energy Stocks Are Betting Big on Converting Garbage Into Gas (and Cash) (Motley Fool)
May-17-24 05:46PM	The 7 Most Undervalued Stocks Under $20 to Buy in May 2024 (InvestorPlace)
11:30AM	Kinder Morgan (KMI) Up 7.6% Since Last Earnings Report: Can It Continue? (Zacks)
May-16-24 05:23PM	Stanley Druckenmiller Bet On Biotech, Financial Services in Q1, Trimmed Nvidia Stake (Investopedia)
May-14-24 04:12PM	Analyst Report: Kinder Morgan, Inc. (Morningstar Research)
10:57AM	Ameriprise Starts Kinder Morgan With Buy Rating (MT Newswires)
08:48AM	US natgas prices turn negative in Texas again on pipe maintenance (Reuters)
07:16AM	13 Best Affordable Stocks Under $40 (Insider Monkey)
May-13-24 01:41PM	Energy's Geopolitical Jackpot: 7 Stocks to Ride the Tightening Screws (InvestorPlace)
06:00AM	7 Reliable Dividend Stocks to Keep Your Portfolio Upright (InvestorPlace)
May-12-24 06:15AM	The 7 Most Undervalued Under-$50 Stocks to Buy in May 2024 (InvestorPlace)
May-09-24 09:00AM	Kinder Morgan, Inc. (KMI) is Attracting Investor Attention: Here is What You Should Know (Zacks)
May-07-24 09:36AM	US power and natgas prices turn negative in Texas, California and Arizona (Reuters)
May-04-24 07:00PM	The Eagle Ford Is Turning Into A Natural Gas Haven (Oilprice.com)
May-03-24 12:00PM	Kinder Morgan (KMI) Upgraded to Buy: Here's Why (Zacks)
Apr-30-24 04:48PM	Why energy plays are for long-term investors (Yahoo Finance Video)

Kinder Morgan, Inc. engages in providing pipeline transportation of natural gas services. It operates through the following business segments: Natural Gas Pipelines, Products Pipelines, Terminals, and CO2. The Natural Gas Pipelines segment operates major interstate and intrastate natural gas pipelines and storage systems. The Products Pipelines segment is involved in the operation of refined petroleum products, crude oil, and condensate pipelines. The Terminals segment includes operation of liquids and bulk terminal facilities that store and handle various commodities. The CO2 segment produces, transports, and markets to oil fields that use CO2 as a flooding medium to increase recovery and production of crude oil from mature oil fields. The company was founded by Richard D. Kinder and William V. Morgan in February 1997 and is headquartered in Houston, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Sanders Dax	VP (Pres., Products Pipelines)	Aug 14 '24	Sale	21.00	51,340	1,078,155	256,069	Aug 14 06:16 PM
Sanders Dax	VP (Pres., Products Pipelines)	Aug 13 '24	Sale	21.00	1,729	36,309	307,409	Aug 14 06:16 PM
Dax Sanders	Affiliate	Aug 13 '24	Proposed Sale	20.88	53,069	1,108,081		Aug 13 04:07 PM
Chronis Amy W	Director	Aug 02 '24	Buy	20.65	9,685	199,995	21,754	Aug 06 05:43 PM
Chronis Amy W	Director	Aug 01 '24	Buy	21.09	47	991	12,069	Aug 06 05:43 PM
Mody Sital K	V.P. (Pres.,Nat Gas Pipelines)	Aug 01 '24	Sale	21.04	25,169	529,553	0	Aug 02 05:25 PM
MARTIN THOMAS A	President	Aug 01 '24	Sale	21.01	100,000	2,101,000	916,773	Aug 02 05:24 PM
Dang Kimberly A	Chief Executive Officer	Jul 31 '24	Option Exercise	0.00	228,964	0	744,720	Aug 02 05:24 PM
Holland James E	VP and COO	Jul 31 '24	Option Exercise	0.00	100,172	0	507,586	Aug 02 05:23 PM
James Catherine C.	VP and General Counsel	Jul 31 '24	Option Exercise	0.00	51,517	0	109,701	Aug 02 05:23 PM
Michels David Patrick	VP and Chief Financial Officer	Jul 31 '24	Option Exercise	0.00	57,241	0	171,941	Aug 02 05:22 PM
Sanders Dax	VP (Pres., Products Pipelines)	Jul 31 '24	Option Exercise	0.00	85,862	0	341,931	Aug 02 05:22 PM
Grahmann Kevin P	V.P., Corporate Development	Jul 31 '24	Option Exercise	0.00	24,328	0	64,577	Aug 02 05:21 PM
SITAL K MODY	Officer	Aug 01 '24	Proposed Sale	21.13	25,169	531,821		Aug 01 04:24 PM
MARTIN THOMAS A	Officer	Aug 01 '24	Proposed Sale	21.13	100,000	2,113,000		Aug 01 08:52 AM
Mody Sital K	V.P. (Pres.,Nat Gas Pipelines)	Jul 24 '24	Sale	21.25	21,413	455,078	25,169	Jul 25 06:21 PM
Pitta Michael J	VP and Chief Admin. Officer	Jul 20 '24	Option Exercise	0.00	11,449	0	57,653	Jul 23 05:51 PM
Mody Sital K	V.P. (Pres.,Nat Gas Pipelines)	Jul 20 '24	Option Exercise	0.00	41,500	0	62,913	Jul 23 05:50 PM
ASHLEY ANTHONY B	VP (President, CO2 and ETV)	Jul 20 '24	Option Exercise	0.00	17,173	0	59,036	Jul 23 05:49 PM
Sanders Dax	VP (Pres., Products Pipelines)	May 21 '24	Sale	19.75	50,000	987,515	259,069	May 22 04:51 PM
MORGAN MICHAEL C	Director	Apr 22 '24	Sale	18.82	230,000	4,328,600	345,087	Apr 24 06:51 PM
Mody Sital K	V.P. (Pres.,Nat Gas Pipelines)	Jan 15 '24	Option Exercise	0.00	28,869	0	28,869	Jan 16 06:24 PM
Schlosser John W	V.P. (President, Terminals)	Jan 03 '24	Sale	18.00	7,500	135,000	3,219	Jan 04 05:26 PM
Sanders Dax	VP (Pres., Products Pipelines)	Dec 08 '23	Sale	17.63	50,000	881,610	309,069	Dec 11 05:36 PM
Mathews Denise R	VP and Chief Admin. Officer	Dec 06 '23	Sale	17.55	30,000	526,536	79,217	Dec 07 05:33 PM

Open in Screener

HBAN

Huntington Bancshares, Inc.

Sep 06 • 04:00PM ET

14.31

Dollar change -0.34
Percentage change -2.32	%

Financial • Banks - Regional • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

HBAN Huntington Bancshares, Inc. daily Stock Chart

Held by: VTI VOO SCHD VO DVY SPY IVV VTV XLF VOE

Index	S&P 500	P/E	13.61	EPS (ttm)	1.05	Insider Own	1.30%	Shs Outstand	1.45B	Perf Week	-3.25%
Market Cap	20.78B	Forward P/E	10.41	EPS next Y	1.38	Insider Trans	-2.15%	Shs Float	1.43B	Perf Month	8.00%
Income	1.55B	PEG	2.78	EPS next Q	0.31	Inst Own	84.26%	Short Float	2.21%	Perf Quarter	6.95%
Sales	11.39B	P/S	1.82	EPS this Y	-4.45%	Inst Trans	1.69%	Short Ratio	1.79	Perf Half Y	5.76%
Book/sh	11.79	P/B	1.21	EPS next Y	16.08%	ROA	0.87%	Short Interest	31.68M	Perf Year	31.04%
Cash/sh	-	P/C	-	EPS next 5Y	4.90%	ROE	8.79%	52W Range	9.25 - 15.24	Perf YTD	12.50%
Dividend Est.	0.63 (4.41%)	P/FCF	7.62	EPS past 5Y	0.68%	ROI	4.30%	52W High	-6.13%	Beta	1.07
Dividend TTM	0.62 (4.33%)	Quick Ratio	-	Sales past 5Y	16.92%	Gross Margin	-	52W Low	54.70%	ATR (14)	0.33
Dividend Ex-Date	Sep 17, 2024	Current Ratio	0.11	EPS Y/Y TTM	-32.22%	Oper. Margin	17.83%	RSI (14)	50.40	Volatility	2.30% 1.98%
Employees	-	Debt/Eq	0.85	Sales Y/Y TTM	18.48%	Profit Margin	13.58%	Recom	2.00	Target Price	16.42
Option/Short	Yes / Yes	LT Debt/Eq	0.84	EPS Q/Q	-15.90%	Payout	50.09%	Rel Volume	0.98	Prev Close	14.65
Sales Surprise	0.42%	EPS Surprise	6.72%	Sales Q/Q	10.62%	Earnings	Jul 19 BMO	Avg Volume	17.65M	Price	14.31
SMA20	0.92%	SMA50	2.14%	SMA200	8.21%	Trades		Volume	17,301,073	Change	-2.32%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-26-24	Downgrade	Robert W. Baird	Outperform → Neutral	$15
Jun-14-24	Downgrade	Piper Sandler	Neutral → Underweight	$13.50 → $11.50
May-28-24	Upgrade	JP Morgan	Neutral → Overweight	$16 → $18
Apr-08-24	Upgrade	Jefferies	Hold → Buy	$14 → $16
Apr-08-24	Upgrade	BofA Securities	Neutral → Buy	$14 → $16
Feb-27-24	Upgrade	DA Davidson	Neutral → Buy	$14 → $15.50
Feb-14-24	Upgrade	UBS	Neutral → Buy	$14 → $15
Jan-03-24	Upgrade	Evercore ISI	In-line → Outperform	$10.50 → $15
Jan-02-24	Upgrade	Barclays	Underweight → Equal Weight	$12 → $15
Oct-23-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Sep-29-23	Initiated	Citigroup	Buy	$12
Jul-25-23	Upgrade	JP Morgan	Underweight → Neutral	$12 → $13
Apr-10-23	Downgrade	UBS	Buy → Neutral
Apr-06-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$13.50 → $13
Dec-21-22	Initiated	DA Davidson	Neutral	$15
Dec-13-22	Downgrade	JP Morgan	Neutral → Underweight	$15.50 → $14.50
Dec-05-22	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$16 → $19
Oct-24-22	Downgrade	Stephens	Overweight → Equal-Weight	$15 → $16
Sep-28-22	Resumed	Wedbush	Neutral	$14
Jul-28-22	Upgrade	Argus	Hold → Buy	$15

Show Previous Ratings

Sep-03-24 02:31PM	Huntington Bank Gets Naming Rights To the Cleveland Browns' Stadium (Investopedia)
11:00AM	Browns sign 20-year stadium rights deal with Huntington Bank as they position for possible new home (Associated Press Finance)
11:00AM	The Cleveland Browns and Huntington Bank announce 20-year partnership that includes stadium naming rights (PR Newswire)
Aug-26-24 01:00PM	Capstone Partners Appoints Ken Wasik as Co-Head of Investment Banking to Support Ongoing Strategic Growth (PR Newswire)
Aug-20-24 04:15PM	Huntington Bancshares to Present at the 2024 Barclays Global Financial Services Conference (PR Newswire)
01:08AM	Loading…
Jul-31-24 01:08AM	Decoding Huntington Bancshares Inc (HBAN): A Strategic SWOT Insight (GuruFocus.com)
Jul-25-24 11:45PM	Insider Sale: CFO Zachary Wasserman Sells 33,000 Shares of Huntington Bancshares Inc (HBAN) (GuruFocus.com)
Jul-23-24 07:00AM	Lenders Tout a New Way to Transfer Risk, but Why Bother? (The Wall Street Journal)
Jul-19-24 04:43PM	S&P 500 Gains and Losses Today: CrowdStrike Tumbles Amid Widespread Tech Outage (Investopedia)
04:15PM	Huntington Bancshares Incorporated Declares Quarterly Cash Dividends On Its Common and Preferred Stocks (PR Newswire)
10:04AM	Huntington (HBAN) Q2 Earnings & Revenues Beat, NII Drops (Zacks)
09:30AM	Huntington Bancshares (HBAN) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
09:04AM	Huntington boosts earnings, buoyed by strong growth in auto lending (American Banker)
07:45AM	Huntington Bancshares (HBAN) Q2 Earnings and Revenues Beat Estimates (Zacks)
06:51AM	Huntington Bancshares: Q2 Earnings Snapshot (Associated Press Finance)
05:36PM	Loading…
Jul-18-24 05:36PM	American Express earnings, Fedspeak: What to Watch (Yahoo Finance Video)
Jul-15-24 12:36PM	Higher Expenses to Hurt Huntington (HBAN) in Q2 Earnings? (Zacks)
Jul-14-24 07:00AM	What To Expect in the Markets This Week (Investopedia)
Jul-12-24 10:00AM	Analysts Estimate Huntington Bancshares (HBAN) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-09-24 09:00AM	Huntington Private Bank wins two Wealth for Good Awards (PR Newswire)
Jul-03-24 08:00AM	Huntington Bancshares Incorporated Announces Second Quarter 2024 Earnings Call Details (PR Newswire)
Jun-25-24 02:00PM	MedVet Receives Financing to Support Continued Growth in Specialty Healthcare for Pets (GlobeNewswire)
Jun-19-24 05:55AM	ZRG Secures $120 Million in Debt Financing from Main Street Capital (GlobeNewswire)
Jun-18-24 04:05PM	Huntington Bancshares Incorporated Declares Cash Dividend On Its Series I Preferred Stock (PR Newswire)
Jun-17-24 07:03AM	Huntington Bancshares Inc's Dividend Analysis (GuruFocus.com)
Jun-14-24 11:12AM	Analysts Just Slashed Price Targets For These Two Dividend Stocks - Time To Consider An Alternative Option? (Benzinga)
Jun-11-24 10:08AM	Huntington (HBAN) Plunges 6.1% as 2024 NII Guidance Lowered (Zacks)
Jun-10-24 05:20PM	Heard on the Street Monday Recap: Inflation Anticipation (The Wall Street Journal) -6.12%
04:45PM	S&P 500 Gains and Losses Today: Southwest Airlines Soars as Activist Pushes for Change (Investopedia)
04:19PM	Regional Bank Stocks Slammed After Huntington Lowers Guidance (Barrons.com)
01:55PM	Loading…
01:55PM	Huntington Bancshares Slumps on Lowered Net Interest Income Forecast (Investopedia)
01:23PM	Regional Bank Investors Spooked After Huntington Lowers Guidance (Barrons.com)
01:22PM	Market Stays Flat As Investors Anticipate Key Economic Events; Energy Stocks Lead Gains, Regional Banks Decline: What's Driving Markets Monday? (Benzinga)
12:57PM	Top Stock Movers Now: Southwest Airlines, Planet Fitness, AMD, and More (Investopedia)
12:41PM	CrowdStrike, KKR rise; Huntington Bancshares, Tesla fall, Monday, 6/10/2024 (Associated Press Finance)
12:31PM	Huntington Bancshares Stock Falls, Weighing on Regional Banks (The Wall Street Journal)
10:39AM	Update Regarding Huntington Bancshares Incorporated at the Morgan Stanley US Financials, Payments & CRE Conference (PR Newswire)
10:17AM	Why Huntington Bank Stock Dropped 5% on Monday (Motley Fool)
May-31-24 04:30PM	Huntington Bancshares to Present at the 2024 Morgan Stanley US Financials, Payments and CRE Conference (PR Newswire)
May-29-24 11:20AM	Capstone's Aerospace, Defense, Government & Security Group Reports: Sector Fundamentals Strengthen While M&A Activity Declines (PR Newswire)
May-16-24 09:37AM	Citigroup Adjusts Price Target on Huntington Bancshares to $17 From $15 (MT Newswires)
May-15-24 01:39PM	Capstone Partners Reports: Female Executives Prioritize Market Expansion to Drive Business Growth, Show High Preparedness for M&A (PR Newswire)
09:00AM	The Huntington National Bank names Angie Klett President of Huntington Insurance, Inc. (PR Newswire)
May-13-24 07:05AM	The Joint Corp. Engages Capstone Partners to Accelerate Refranchising Efforts (GlobeNewswire)
May-12-24 10:40AM	Private equity is helping banks shed some of their risks (Yahoo Finance)
May-09-24 04:12PM	20 Largest Banks in the US by Customers (Insider Monkey)
May-03-24 05:18PM	Huntington Bancshares Insider Sold Shares Worth $312,424, According to a Recent SEC Filing (MT Newswires)
May-01-24 05:13PM	Huntington Bancshares Insider Sold Shares Worth $368,350, According to a Recent SEC Filing (MT Newswires)
01:07AM	Decoding Huntington Bancshares Inc (HBAN): A Strategic SWOT Insight (GuruFocus.com)
Apr-30-24 11:08AM	Civista Bancshares Names New Chief Financial Officer (MT Newswires)
Apr-26-24 02:25AM	Insider Sell: CFO and Senior Exec. V.P. Zachary Wasserman Sold 30,000 Shares of Huntington ... (GuruFocus.com)
Apr-25-24 05:23PM	Huntington Bancshares Insider Sold Shares Worth $679,860, According to a Recent SEC Filing (MT Newswires)
10:05AM	20 Most Profitable Banks in the US in 2024 (Insider Monkey)
Apr-24-24 12:15PM	Main Street Banking Model Is Being Squeezed (The Wall Street Journal)
Apr-22-24 10:07AM	Huntington Bancshares Incorporated (NASDAQ:HBAN) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-20-24 03:01AM	Huntington Bancshares Inc (HBAN) Q1 2024 Earnings Call Transcript Highlights: Key Financial ... (GuruFocus.com)
Apr-19-24 10:28PM	Q1 2024 Huntington Bancshares Inc Earnings Call (Thomson Reuters StreetEvents)
05:53PM	Ohio banks say 'Howdy' to commercial loan opportunities in Texas (American Banker)
04:05PM	Huntington Bancshares Incorporated Declares Quarterly Cash Dividends On Its Common and Preferred Stocks (PR Newswire)
10:53AM	HBAN Stock Earnings: Huntington Bancshares Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
10:18AM	Huntington (HBAN) Q1 Earnings & Revenues Beat, Costs Rise Y/Y (Zacks)
10:15AM	Regional Bank Earnings: Profit Drops at Regions, Huntington (The Wall Street Journal)
09:30AM	Huntington Bancshares (HBAN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
09:04AM	WRAPUP 1-Wall St sees more pain ahead for US mid-sized lenders after Q1 profits decline (Reuters)
07:40AM	Huntington Bancshares (HBAN) Beats Q1 Earnings and Revenue Estimates (Zacks)
07:35AM	Huntington Bancshares profit drops on lower interest income (Reuters)
06:38AM	Huntington Bancshares: Q1 Earnings Snapshot (Associated Press Finance)
06:30AM	Huntington Bancshares Incorporated Reports 2024 First-Quarter Earnings (PR Newswire)
Apr-17-24 09:00AM	Huntington Bancshares Incorporated Hires Three Neurodiverse Teams Fulltime in Technology with CAI Neurodiverse Solutions (GlobeNewswire)
Apr-16-24 09:15AM	Exploring Analyst Estimates for Huntington Bancshares (HBAN) Q1 Earnings, Beyond Revenue and EPS (Zacks)
Apr-14-24 09:30AM	What To Expect in the Markets This Week (Investopedia)
Apr-12-24 10:00AM	Earnings Preview: Huntington Bancshares (HBAN) Q1 Earnings Expected to Decline (Zacks)
Apr-08-24 04:04PM	Huntington Bancshares stock rises on multiple upgrades (Yahoo Finance Video)
Apr-04-24 09:05AM	Huntington Bancshares Incorporated Announces Earnings Release Dates for 2024 - 2026 (PR Newswire)
Apr-02-24 05:02PM	'The window is opening' for M&A activity: Expert (Yahoo Finance Video)
Mar-28-24 04:05PM	Huntington Bancshares Incorporated Declares Cash Dividend On Its Series I Preferred Stock (PR Newswire)
02:50PM	The Huntington National Bank Honored by Consumer Bankers Association for Commitment to Workforce Development (PR Newswire)
Mar-26-24 08:30AM	Huntington National Bank receives 2023 Greenwich Best Brand, Excellence Awards for middle market and business banking (PR Newswire)
Mar-21-24 11:26AM	Capstone Partners Reports: Middle Market M&A Valuations Soften, Market Participants are Optimistic for a Recovery in 2024 (PR Newswire)
Mar-20-24 04:19PM	Capstone Partners Reports: Consumer M&A Market Prepares for a Rebound in 2024 (PR Newswire)
Mar-18-24 07:12AM	Huntington hires JPMorgan vet as next HR chief (Banking Dive)
Mar-15-24 07:01AM	Huntington Bancshares Inc's Dividend Analysis (GuruFocus.com)
Mar-13-24 11:15AM	Capstone Partners Reports: Industrials M&A Demonstrates Defensibility Amid Macroeconomic Headwinds (PR Newswire)
08:30AM	The Huntington National Bank Announces Retirement of Raj Syal, Chief Human Resources Officer; Sarah Pohmer Joins as Successor (PR Newswire)
Mar-11-24 11:27AM	Huntington (HBAN) Intends to Expand Its Footprint in Texas (Zacks)
Mar-08-24 07:02AM	Huntington dives deeper into Texas (Banking Dive)
Mar-07-24 10:59AM	Huntington Bancshares (HBAN) Rides on High Rates Amid Cost Woes (Zacks)
Mar-05-24 02:13PM	Huntington Bancshares Stock Sees Improved Relative Strength (Investor's Business Daily)
Feb-20-24 04:05PM	Huntington Bancshares to Present at the RBC Capital Markets 2024 Global Financial Institutions Conference (PR Newswire)
Feb-17-24 12:14AM	Decoding Huntington Bancshares Inc (HBAN): A Strategic SWOT Insight (GuruFocus.com)
Feb-12-24 09:37AM	Units of Huntington (HBAN), Others Fined for Record-Keeping Flaws (Zacks)
07:59AM	11 Best Regional Bank Dividend Stocks to Buy (Insider Monkey)
Feb-06-24 10:00AM	Capstone Partners Strengthens Industry Coverage for 2024 with Additional Agriculture and Industrial Technology Expertise (PR Newswire)
Jan-30-24 10:30AM	Capstone Partners & IMAP Release 2023-2024 Trends in Global M&A Research Survey: (PR Newswire)
Jan-23-24 08:41AM	Huntington Bancshares Incorporated (NASDAQ:HBAN) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-20-24 02:11AM	Q4 2023 Huntington Bancshares Inc Earnings Call (Thomson Reuters StreetEvents)
Jan-19-24 04:30PM	Huntington Bancshares Incorporated Declares Quarterly Cash Dividends On Its Common and Preferred Stocks (PR Newswire)
04:26PM	A Fed pivot gives big banks more confidence in loaning, says Huntington Bancshares CEO (CNBC TV)
02:08PM	UPDATE 1-Huntington Bancshares profit falls on FDIC charge, interest income weakness (Reuters)
11:39AM	Huntington (HBAN) Q4 Earnings Beat Estimates, Revenues Dip Y/Y (Zacks)

Huntington Bancshares, Inc. is a bank holding company, which engages in the provision of full-service commercial and consumer deposit, lending, and other banking services. It operates through the following segments: Consumer and Regional Banking, Commercial Banking, and Treasury and Other. The Consumer and Regional Banking segment provides a wide array of financial products and services to consumer and business customers including deposits, lending, payments, mortgage banking, dealer financing, investment management, trust, brokerage, insurance, and other financial products and services. The Commercial Banking segment is involved in expertise through bankers, capabilities, and digital channels, and includes a comprehensive set of product offerings. The Treasury and Other segment focuses on technology and operations, other unallocated assets, liabilities, revenue, and expense. The company was founded in 1866 and is headquartered in Columbus, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lawlor Brendan A	Executive VP and CCO	Jul 29 '24	Sale	15.06	9,050	136,293	11,111	Jul 31 04:54 PM
Houston Helga	Senior Exec. V. P.	Jul 29 '24	Option Exercise	10.06	62,640	630,158	630,120	Jul 31 04:54 PM
Houston Helga	Senior Exec. V. P.	Jul 29 '24	Sale	15.02	11,288	169,546	618,832	Jul 31 04:54 PM
Lawlor Brendan A	Officer	Jul 29 '24	Proposed Sale	15.06	9,050	136,294		Jul 29 04:14 PM
Houston Helga	Officer	Jul 29 '24	Proposed Sale	15.02	11,288	169,546		Jul 29 12:24 PM
Kowalski Kendall A	Chief Information Officer	Jul 24 '24	Option Exercise	8.57	15,839	135,740	81,738	Jul 26 05:30 PM
Kowalski Kendall A	Chief Information Officer	Jul 24 '24	Sale	14.98	5,747	86,096	65,899	Jul 26 05:30 PM
Wasserman Zachary Jacob	CFO and Senior Exec. V.P.	Jul 23 '24	Sale	15.13	33,000	499,290	265,809	Jul 25 06:19 PM
Maloney Nancy E	Executive V.P. and Controller	Jul 23 '24	Option Exercise	11.12	69,353	771,152	181,420	Jul 25 06:19 PM
Maloney Nancy E	Executive V.P. and Controller	Jul 23 '24	Sale	15.15	57,537	871,686	69,595	Jul 25 06:19 PM
Houston Helga	Senior Exec. V. P.	May 30 '24	Option Exercise	10.89	58,365	635,595	656,182	Jun 03 08:09 PM
Houston Helga	Senior Exec. V. P.	May 30 '24	Sale	13.64	7,278	99,238	648,904	Jun 03 08:09 PM
Kowalski Kendall A	Chief Information Officer	May 03 '24	Sale	13.84	15,711	217,454	65,195	May 07 07:03 PM
Syal Rajeev	Senior Exec. V.P.	May 01 '24	Option Exercise	8.57	48,564	416,193	348,609	May 03 05:10 PM
Syal Rajeev	Senior Exec. V.P.	May 01 '24	Sale	13.67	11,627	158,931	329,607	May 03 05:10 PM
Syal Rajeev	Senior Exec. V.P.	May 02 '24	Sale	13.76	11,155	153,493	279,733	May 03 05:10 PM
Syal Rajeev	Senior Exec. V.P.	Apr 30 '24	Sale	13.45	20,244	272,282	300,045	May 02 05:10 PM
Kleinman Scott D	Senior Exec. V.P.	Apr 30 '24	Sale	13.45	51,689	695,217	427,910	May 02 05:10 PM
Syal Rajeev	Senior Exec. V.P.	Apr 29 '24	Option Exercise	8.57	97,128	832,387	424,438	May 01 05:06 PM
Syal Rajeev	Senior Exec. V.P.	Apr 29 '24	Sale	13.51	27,265	368,350	397,173	May 01 05:06 PM
Wasserman Zachary Jacob	CFO and Senior Exec. V.P.	Apr 23 '24	Sale	13.66	30,000	409,800	305,884	Apr 25 05:18 PM
Standridge Brantley J	Senior Exec. V.P.	Apr 23 '24	Sale	13.60	50,000	679,860	385,409	Apr 25 05:18 PM
Kowalski Kendall A	Chief Information Officer	Apr 24 '24	Sale	13.47	15,948	214,822	21,102	Apr 25 05:08 PM
CRANE ANN B	Director	Mar 08 '24	Sale	13.54	58,000	785,140	192,247	Mar 12 05:20 PM
Tutkovics Julie C	Senior Exec. V.P.	Feb 28 '24	Option Exercise	8.57	54,898	470,476	358,353	Mar 01 05:18 PM
Tutkovics Julie C	Senior Exec. V.P.	Feb 20 '24	Sale	12.68	15,541	197,060	303,455	Feb 22 05:13 PM
Houston Helga	Senior Exec. V. P.	Jan 30 '24	Sale	13.17	28,700	378,005	568,222	Feb 01 05:23 PM
Houston Helga	Senior Exec. V. P.	Nov 21 '23	Sale	10.97	2,750	30,181	592,764	Nov 21 05:14 PM
Houston Helga	Senior Exec. V. P.	Nov 07 '23	Sale	10.46	4,300	45,000	595,514	Nov 08 05:05 PM

Open in Screener

AKRO

Akero Therapeutics Inc

Sep 06 • 04:00PM ET

26.41

Dollar change +0.06
Percentage change 0.23	%

Healthcare • Biotechnology • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

AKRO Akero Therapeutics Inc daily Stock Chart

Held by: VTI IWM XBI VXF IWN IBB SCHA VTWO SURI VHT

Index	RUT	P/E	-	EPS (ttm)	-3.41	Insider Own	16.41%	Shs Outstand	69.43M	Perf Week	-1.79%
Market Cap	1.83B	Forward P/E	-	EPS next Y	-3.94	Insider Trans	-3.09%	Shs Float	58.04M	Perf Month	11.53%
Income	-204.18M	PEG	-	EPS next Q	-0.85	Inst Own	95.49%	Short Float	12.39%	Perf Quarter	23.82%
Sales	0.00M	P/S	-	EPS this Y	-25.16%	Inst Trans	15.94%	Short Ratio	10.07	Perf Half Y	-14.48%
Book/sh	11.53	P/B	2.29	EPS next Y	-8.82%	ROA	-26.71%	Short Interest	7.19M	Perf Year	-47.37%
Cash/sh	10.95	P/C	2.41	EPS next 5Y	-	ROE	-28.87%	52W Range	11.25 - 53.77	Perf YTD	13.10%
Dividend Est.	-	P/FCF	-	EPS past 5Y	1.03%	ROI	-24.49%	52W High	-50.88%	Beta	-0.24
Dividend TTM	-	Quick Ratio	24.89	Sales past 5Y	0.00%	Gross Margin	-	52W Low	134.76%	ATR (14)	1.36
Dividend Ex-Date	-	Current Ratio	24.89	EPS Y/Y TTM	-33.20%	Oper. Margin	0.00%	RSI (14)	52.85	Volatility	5.12% 5.36%
Employees	56	Debt/Eq	0.05	Sales Y/Y TTM	-	Profit Margin	-	Recom	1.00	Target Price	48.62
Option/Short	Yes / Yes	LT Debt/Eq	0.04	EPS Q/Q	-35.07%	Payout	-	Rel Volume	0.63	Prev Close	26.35
Sales Surprise	-	EPS Surprise	2.37%	Sales Q/Q	-	Earnings	Aug 09 BMO	Avg Volume	714.07K	Price	26.41
SMA20	2.12%	SMA50	3.64%	SMA200	15.12%	Trades		Volume	446,533	Change	0.23%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-22-24	Resumed	BofA Securities	Neutral	$30
Sep-19-23	Initiated	Cantor Fitzgerald	Overweight	$69
Aug-28-23	Initiated	UBS	Buy	$83
Jan-27-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$40 → $65
Sep-14-22	Upgrade	Evercore ISI	In-line → Outperform	$10 → $50
Oct-19-21	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$27
Sep-10-21	Initiated	BofA Securities	Buy	$40
Feb-26-21	Initiated	Guggenheim	Buy	$54
Sep-10-20	Initiated	Morgan Stanley	Overweight	$70
Jul-20-20	Reiterated	H.C. Wainwright	Buy	$45 → $62
Jul-07-20	Initiated	Chardan Capital Markets	Buy	$79
Jul-01-20	Reiterated	H.C. Wainwright	Buy	$33 → $45
Mar-02-20	Initiated	H.C. Wainwright	Buy	$33
Feb-10-20	Initiated	Canaccord Genuity	Buy	$36
Jul-15-19	Initiated	ROTH Capital	Buy	$34
Jul-15-19	Initiated	JP Morgan	Overweight	$28
Jul-15-19	Initiated	Jefferies	Buy	$28
Jul-15-19	Initiated	Evercore ISI	Outperform	$35

Show Previous Ratings

Sep-05-24 12:02AM	Akero Therapeutics, Inc. (AKRO): This Small-Cap Healthcare Stock Is A Good Buy Right Now (Insider Monkey)
Sep-02-24 05:22PM	10 Best Small-Cap Healthcare Stocks To Buy Now (Insider Monkey)
Aug-28-24 04:05PM	Akero Therapeutics to Present at the Morgan Stanley 22nd Annual Global Healthcare Conference (GlobeNewswire)
Aug-09-24 02:53PM	AKRO Stock Earnings: Akero Therapeutics Beats EPS for Q2 2024 (InvestorPlace)
07:00AM	Akero Therapeutics Reports Second Quarter 2024 Financial Results and Provides Business Update (GlobeNewswire)
12:00PM	Loading…
Jul-16-24 12:00PM	Akero Therapeutics (AKRO) Moves to Buy: Rationale Behind the Upgrade (Zacks)
Jun-28-24 10:40AM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire)
Jun-24-24 01:04PM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire)
Jun-21-24 11:06AM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire) +6.52%
Jun-19-24 02:45PM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire)
Jun-17-24 10:23AM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire)
Jun-13-24 03:57PM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire)
09:00AM	The Lustgarten Foundation Appoints Two New Board Members (PR Newswire)
Jun-11-24 07:00AM	Akero Therapeutics Announces Initiation of Phase 3 SYNCHRONY Outcomes Trial of Efruxifermin in Patients with Compensated Cirrhosis (F4) Due to MASH (GlobeNewswire)
Jun-10-24 10:14AM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire)
08:15AM	Loading…
Jun-08-24 08:15AM	Akero Therapeutics Presents Poster and Late-breaking Oral Presentation on EFX at the EASL Congress 2024 (GlobeNewswire)
Jun-06-24 10:39AM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire)
Jun-03-24 09:57AM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire)
May-30-24 09:16PM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire)
May-29-24 07:00AM	Akero Therapeutics to Present at the Jefferies Global Healthcare Conference (GlobeNewswire)
May-23-24 02:12PM	Lowey Dannenberg, P.C. is Investigating Akero Therapeutics, Inc. ( Akero ) (NASDAQ: AKRO) for Potential Violations of the Federal Securities Laws and Encourages Investors with Losses to Contact the Firm (GlobeNewswire) -7.76%
May-15-24 09:26AM	Evercore ISI Adjusts Price Target on Akero Therapeutics to $38 From $50, Maintains Outperform Rating (MT Newswires)
May-12-24 09:01PM	Akero Therapeutics Inc (AKRO) Q1 2024 Earnings: Misses Analyst Forecast Amid Continued ... (GuruFocus.com)
May-10-24 01:54PM	AKRO Stock Earnings: Akero Therapeutics Beats EPS for Q1 2024 (InvestorPlace) -5.53%
07:45AM	Akero Therapeutics' Q1 Net Loss Widens; Cash Expected to Fund Operations Into H2 2027 (MT Newswires)
07:00AM	Akero Therapeutics Reports First Quarter 2024 Financial Results and Provides Business Update (GlobeNewswire)
May-08-24 07:00AM	Akero Therapeutics to Present at the BofA Securities 2024 Health Care Conference (GlobeNewswire)
Apr-30-24 08:00AM	Akero Therapeutics Appoints Scott Gangloff as Chief Technology Officer (GlobeNewswire)
Apr-22-24 06:00AM	6 Stocks Positioned to Soar as Investors Focus on MASH (News Direct)
Mar-20-24 01:32PM	Billionaire Steve Cohen and Insiders Are Buying These 10 Stocks (Insider Monkey)
12:58PM	Loading…
12:58PM	AKRO Investor Notice: Abraham, Fruchter & Twersky, LLP Investigating Claims on Behalf of Investors of Akero Therapeutics (NASDAQ:AKRO) (GlobeNewswire)
Mar-18-24 07:00AM	Ozempic Cant Do It AllA Potential New Blockbuster Is a Reminder of That (The Wall Street Journal)
Mar-08-24 04:02PM	Akero Therapeutics Announces Closing of Public Offering of Common Stock and Full Exercise of Underwriters' Option to Purchase Additional Shares (GlobeNewswire) -6.00%
Mar-07-24 04:01PM	Akero Therapeutics Announces Publication of Phase 2b SYMMETRY Cohort D Study in Clinical Gastroenterology and Hepatology (GlobeNewswire)
Mar-06-24 11:54PM	President and CEO Andrew Cheng Sells 75,000 Shares of Akero Therapeutics Inc (AKRO) (GuruFocus.com)
Mar-05-24 09:13PM	Akero Therapeutics Announces Pricing of Public Offering of Common Stock (GlobeNewswire)
02:12PM	Akero (AKRO) Up on Upbeat Week 96 Data From Liver Disease Study (Zacks)
Mar-04-24 04:21PM	Akero Therapeutics Announces Proposed Public Offering of Common Stock (GlobeNewswire) +11.72%
04:04PM	Why Akero Rocketed And Pulled Rival 89bio Higher On Results In Liver Disease Treatment (Investor's Business Daily)
12:30PM	Data Suggests Makers of Fatty Liver Treatments Wont Be Displaced by Obesity Drugs (The Wall Street Journal)
11:59AM	Akero Therapeutics Bats Back Challenge From Lilly in Emerging Liver-Drug Market (Barrons.com)
09:23AM	Akero Rockets 27%, Prodding Rival 89bio Higher, On Promising Liver Disease Treatment (Investor's Business Daily)
06:22AM	UPDATE 1-Akero's lead drug helps reduce scarring in fatty liver disease patients (Reuters)
06:09AM	Akero's lead drug helps improve scarring in fatty liver disease patients (Reuters)
06:00AM	Akero Therapeutics Reports Statistically Significant Histological Improvements at Week 96 in Phase 2b HARMONY Study (GlobeNewswire)
04:00AM	Akero strengthens MASH drugs case with new study data (BioPharma Dive)
Mar-01-24 09:55AM	Wall Street Analysts Predict a 58.87% Upside in Akero Therapeutics, Inc. (AKRO): Here's What You Should Know (Zacks)
Feb-29-24 08:00AM	Akero Therapeutics to Present Topline Week 96 Results from Phase 2b HARMONY Study Investigating Efruxifermin in Patients with Pre-Cirrhotic MASH (GlobeNewswire)
07:00AM	Akero Therapeutics Reports Fourth Quarter and Full Year 2023 Financial Results and Provides Business Update (GlobeNewswire)
Feb-06-24 10:48AM	Cramer's Stop Trading: Akero Therapeutics (CNBC TV) -12.25%
Feb-05-24 09:55AM	Here's Why Akero Therapeutics, Inc. (AKRO) Is a Great 'Buy the Bottom' Stock Now (Zacks)
Jan-30-24 09:40AM	Is Akero Therapeutics (AKRO) Stock Outpacing Its Medical Peers This Year? (Zacks) -5.22%
Jan-03-24 08:15AM	Akero Therapeutics to Present at the 42nd Annual J.P. Morgan Healthcare Conference (GlobeNewswire) -5.41%
Dec-18-23 07:00AM	Akero Therapeutics Announces First Patients Dosed in Efruxifermin Phase 3 SYNCHRONY Program (GlobeNewswire)
Dec-13-23 03:06AM	Insider Sell Alert: Akero Therapeutics Inc's President and CEO Andrew Cheng Disposes of 26,978 ... (GuruFocus.com)
Dec-05-23 01:34PM	12 Most Promising Stocks to Buy According to Hedge Funds (Insider Monkey)
12:36PM	Hedge Fund and Insider Trading News: Jeff Ubben, Bill Ackman, Saba Capital Management, Akero Therapeutics Inc (AKRO), Verizon Communications Inc. (VZ) and More (Insider Monkey)
Nov-14-23 07:21PM	Akero Therapeutics Inc (AKRO) Reports Q3 2023 Financial Results (GuruFocus.com)
Nov-13-23 07:00AM	Akero Therapeutics Reports Third Quarter 2023 Financial Results and Provides Business Update (GlobeNewswire)
Nov-10-23 08:57AM	Akero Therapeutics to Present Late-Breaking Oral and Poster Presentations on EFX at AASLD's The Liver Meeting 2023 (GlobeNewswire)
Nov-08-23 07:00AM	Akero Therapeutics to Present at Upcoming Healthcare Conferences in November (GlobeNewswire)
Oct-17-23 04:05PM	Akero Therapeutics to Present at the H.C. Wainwright 7th Annual NASH Virtual Investor Conference (GlobeNewswire)
Oct-12-23 04:38PM	Why Akero Therapeutics Shares Are Slumping This Week (Motley Fool)
08:24AM	Biotech Stock Roundup: BMY Grabs MRTX, AKRO Down on Study Data, ALNY Faces Setback (Zacks)
Oct-11-23 05:35PM	Akero Therapeutics' Lead Candidate Potential: Analyst Unpacks Complicated Regulatory Path Forward (Benzinga) -17.13%
11:11AM	Akero (AKRO) Slumps 63% on Mixed Results From NASH Study (Zacks)
Oct-10-23 04:13PM	Why Shares of 89bio Plummeted on Tuesday (Motley Fool) -62.61%
04:03PM	Why Akero Therapeutics Lost More Than Half Its Value And Dragged Down 89bio (Investor's Business Daily)
12:10PM	PepsiCo, Palantir rise; Neogen, Akero Therapeutics fall, Tuesday, 10/10/2023 (Associated Press Finance)
11:44AM	Why Akero Therapeutics Stock Is Crashing Today (Motley Fool)
10:37AM	Akero Therapeutics, Palantir, Hyatt Hotels: Trending tickers (Yahoo Finance Video)
09:29AM	Why Is Akero Therapeutics (AKRO) Stock Down 58% Today? (InvestorPlace)
07:15AM	Akero's drug for fatty liver disease misses main trial goal (Reuters)
07:00AM	Akero Therapeutics Reports Encouraging 36-Week Analysis of 96-Week Phase 2b SYMMETRY Study, with a Trend on Fibrosis Improvement and Statistically Significant Results for NASH Resolution, Markers of Liver Injury and Fibrosis, Insulin Sensitization and Lipoproteins (GlobeNewswire)
Oct-09-23 04:05PM	Akero Therapeutics to Present Results from Phase 2b SYMMETRY Study Investigating Efruxifermin in Patients with Compensated Cirrhosis Due to NASH (GlobeNewswire)
Oct-05-23 07:01AM	Insider Sell: Akero Therapeutics Inc CEO Andrew Cheng Sells 25,000 Shares (GuruFocus.com)
Oct-04-23 08:00AM	Akero Therapeutics Announces Publication of the Harmony Phase 2b Trial Results in The Lancet Gastroenterology & Hepatology (GlobeNewswire)
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Sep-14-23 07:56AM	Madrigal (MDGL) Gains on NDA for NASH Therapy Acceptance by FDA (Zacks)
Aug-31-23 07:00AM	Akero Therapeutics to Present at Upcoming Healthcare Conferences in September (GlobeNewswire)
Aug-28-23 07:00AM	Akero Therapeutics to Report Results of Phase 2b SYMMETRY Study in October 2023 (GlobeNewswire)
Aug-11-23 06:00AM	Akero Therapeutics Reports Second Quarter 2023 Financial Results and Provides Business Update (GlobeNewswire) +6.59%
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Jul-07-23 08:00AM	Obesity Drugs Wont Starve These Other Potential Blockbusters (The Wall Street Journal)
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Akero Therapeutics, Inc. is a clinical-stage company, which engages in the development of treatments for patients with serious metabolic diseases. The firm's lead product candidate, efruxifermin (EFX), is an analog of fibroblast growth factor 21, or FGF21, which is an endogenously expressed hormone that protects against cellular stress and regulates metabolism of lipids, carbohydrates, and proteins throughout the body. The company was founded by Jonathan Young and Timothy Rolph in January 2017 and is headquartered in South San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Young Jonathan	Chief Operating Officer	Sep 03 '24	Sale	26.72	5,000	133,588	236,854	Sep 05 04:08 PM
Yale Catriona	Chief Development Officer	Sep 03 '24	Option Exercise	0.61	949	584	76,880	Sep 05 04:05 PM
Yale Catriona	Chief Development Officer	Sep 03 '24	Sale	27.61	949	26,206	75,931	Sep 05 04:05 PM
White William Richard	Chief Financial Officer	Aug 26 '24	Option Exercise	14.57	75,159	1,095,329	74,462	Aug 29 04:30 PM
White William Richard	Chief Financial Officer	Aug 27 '24	Option Exercise	21.09	23,175	488,761	64,966	Aug 29 04:30 PM
White William Richard	Chief Financial Officer	Aug 26 '24	Sale	27.21	75,159	2,045,152	41,791	Aug 29 04:30 PM
White William Richard	Chief Financial Officer	Aug 27 '24	Sale	26.41	23,175	612,098	41,791	Aug 29 04:30 PM
Yale Catriona	Chief Development Officer	Aug 23 '24	Option Exercise	0.61	8,851	5,443	84,782	Aug 28 11:11 AM
Yale Catriona	Chief Development Officer	Aug 26 '24	Option Exercise	0.61	5,200	3,198	81,131	Aug 28 11:11 AM
Yale Catriona	Chief Development Officer	Aug 23 '24	Sale	27.53	8,851	243,641	75,931	Aug 28 11:11 AM
Yale Catriona	Chief Development Officer	Aug 26 '24	Sale	27.51	5,200	143,073	75,931	Aug 28 11:11 AM
White William Richard	Officer	Aug 26 '24	Proposed Sale	27.46	98,334	2,700,252		Aug 26 04:32 PM
CATRIONA YALE	Officer	Aug 23 '24	Proposed Sale	26.11	15,000	391,650		Aug 23 04:27 PM
Cheng Andrew	President and CEO	Aug 16 '24	Option Exercise	0.61	24,538	15,091	607,155	Aug 20 11:45 AM
Young Jonathan	Chief Operating Officer	Aug 01 '24	Sale	26.75	5,000	133,756	241,854	Aug 02 09:32 PM
White William Richard	Chief Financial Officer	Jul 24 '24	Option Exercise	7.01	139,083	974,833	180,874	Jul 25 05:54 PM
White William Richard	Chief Financial Officer	Jul 25 '24	Option Exercise	7.01	22,272	156,104	64,063	Jul 25 05:54 PM
White William Richard	Chief Financial Officer	Jul 23 '24	Option Exercise	7.01	500	3,504	42,291	Jul 25 05:54 PM
White William Richard	Chief Financial Officer	Jul 24 '24	Sale	26.98	139,083	3,753,041	41,791	Jul 25 05:54 PM
White William Richard	Chief Financial Officer	Jul 25 '24	Sale	27.61	22,272	614,820	41,791	Jul 25 05:54 PM
White William Richard	Chief Financial Officer	Jul 23 '24	Sale	28.01	500	14,005	41,791	Jul 25 05:54 PM
White William Richard	Chief Financial Officer	Jul 16 '24	Option Exercise	7.01	29,803	208,889	76,602	Jul 18 09:41 PM
White William Richard	Chief Financial Officer	Jul 16 '24	Sale	28.04	34,811	976,274	41,791	Jul 18 09:41 PM
Young Jonathan	Chief Operating Officer	Jul 01 '24	Sale	23.40	5,000	117,020	246,854	Jul 02 06:55 PM
Young Jonathan	Chief Operating Officer	Jun 11 '24	Sale	22.64	2,516	56,965	250,790	Jun 13 06:13 PM
Yale Catriona	Chief Development Officer	Jun 11 '24	Sale	22.64	2,825	63,961	74,867	Jun 13 06:11 PM
White William Richard	Chief Financial Officer	Jun 11 '24	Sale	22.64	2,831	64,094	46,799	Jun 13 06:09 PM
Rolph Timothy	Chief Scientific Officer	Jun 11 '24	Sale	22.64	2,380	53,886	180,178	Jun 13 06:06 PM
Lamy Patrick	Senior VP, Commercial Strategy	Jun 11 '24	Sale	22.64	569	12,883	18,562	Jun 13 06:04 PM
Cheng Andrew	President and CEO	Jun 11 '24	Sale	22.64	7,894	178,728	581,553	Jun 13 06:01 PM
Young Jonathan	Chief Operating Officer	Jun 03 '24	Sale	19.29	5,000	96,440	253,306	Jun 05 05:05 PM
Young Jonathan	Chief Operating Officer	May 01 '24	Sale	20.15	5,000	100,750	258,306	May 02 09:07 PM
Young Jonathan	Chief Operating Officer	Apr 01 '24	Sale	24.38	5,000	121,913	263,306	Apr 03 06:55 PM
Yale Catriona	Chief Development Officer	Mar 13 '24	Sale	28.33	723	20,483	77,692	Mar 15 04:45 PM
White William Richard	Chief Financial Officer	Mar 13 '24	Sale	28.33	724	20,511	49,630	Mar 15 04:44 PM
Cheng Andrew	President and CEO	Mar 13 '24	Sale	28.33	1,969	55,782	589,447	Mar 15 04:43 PM
Young Jonathan	Chief Operating Officer	Mar 13 '24	Sale	28.33	651	18,443	268,306	Mar 15 04:42 PM
Rolph Timothy	Chief Scientific Officer	Mar 13 '24	Sale	28.33	619	17,536	182,558	Mar 15 04:42 PM
Cheng Andrew	President and CEO	Mar 04 '24	Option Exercise	17.17	75,000	1,288,062	666,416	Mar 06 08:14 PM
Cheng Andrew	President and CEO	Mar 04 '24	Sale	32.87	75,000	2,465,063	591,416	Mar 06 08:14 PM
Yale Catriona	Chief Development Officer	Mar 04 '24	Option Exercise	13.96	20,646	288,124	99,061	Mar 06 08:13 PM
Yale Catriona	Chief Development Officer	Mar 04 '24	Sale	35.49	20,646	732,727	78,415	Mar 06 08:13 PM
Young Jonathan	Chief Operating Officer	Mar 01 '24	Option Exercise	0.61	83,321	51,242	268,957	Mar 05 05:16 PM
Cheng Andrew	President and CEO	Jan 02 '24	Option Exercise	0.61	40,000	24,600	590,911	Jan 03 05:00 PM
Young Jonathan	Chief Operating Officer	Dec 27 '23	Option Exercise	6.36	5,414	34,433	190,545	Dec 29 08:30 PM
Young Jonathan	Chief Operating Officer	Dec 27 '23	Sale	24.00	5,414	129,936	185,131	Dec 29 08:30 PM
Yale Catriona	Chief Development Officer	Dec 14 '23	Sale	20.76	597	12,394	77,910	Dec 18 08:49 PM
White William Richard	Chief Financial Officer	Dec 14 '23	Sale	20.76	611	12,684	50,354	Dec 18 08:40 PM
Young Jonathan	Chief Operating Officer	Dec 14 '23	Sale	20.76	543	11,273	185,131	Dec 18 08:39 PM
Cheng Andrew	President and CEO	Dec 14 '23	Sale	20.76	1,628	33,797	550,911	Dec 18 08:37 PM
Rolph Timothy	Chief Scientific Officer	Dec 14 '23	Sale	20.76	514	10,671	182,672	Dec 18 08:29 PM
Graham G. Walmsley	Director	Dec 08 '23	Buy	19.83	100,000	1,982,940	800,000	Dec 11 09:06 PM
Cheng Andrew	President and CEO	Dec 08 '23	Option Exercise	6.36	12,873	81,872	473,871	Dec 11 08:59 PM
Cheng Andrew	President and CEO	Dec 11 '23	Option Exercise	6.36	7,405	47,096	559,944	Dec 11 08:59 PM
Cheng Andrew	President and CEO	Dec 07 '23	Option Exercise	6.36	6,700	42,612	467,698	Dec 11 08:59 PM
Cheng Andrew	President and CEO	Dec 08 '23	Sale	20.01	12,873	257,571	460,998	Dec 11 08:59 PM
Cheng Andrew	President and CEO	Dec 11 '23	Sale	20.02	7,405	148,273	552,539	Dec 11 08:59 PM
Cheng Andrew	President and CEO	Dec 07 '23	Sale	20.02	6,700	134,125	460,998	Dec 11 08:59 PM
Graham G. Walmsley	Director	Dec 01 '23	Buy	16.99	50,000	849,730	700,000	Dec 05 08:37 AM
Graham G. Walmsley	Director	Nov 30 '23	Buy	16.90	50,000	844,835	650,000	Dec 05 08:37 AM
Young Jonathan	Chief Operating Officer	Nov 17 '23	Sale	14.68	30,000	440,259	153,177	Nov 21 05:30 PM
Cheng Andrew	President and CEO	Oct 02 '23	Option Exercise	6.36	25,000	159,000	485,998	Oct 04 08:41 PM
Cheng Andrew	President and CEO	Oct 02 '23	Sale	47.91	25,000	1,197,827	460,998	Oct 04 08:41 PM
Young Jonathan	Chief Operating Officer	Oct 02 '23	Option Exercise	21.10	490	10,339	183,667	Oct 04 08:33 PM
Young Jonathan	Chief Operating Officer	Oct 02 '23	Sale	51.10	490	25,039	183,177	Oct 04 08:33 PM
Cheng Andrew	President and CEO	Sep 13 '23	Sale	50.34	1,682	84,672	460,998	Sep 25 08:36 PM
White William Richard	Chief Financial Officer	Sep 13 '23	Sale	50.34	632	31,815	18,468	Sep 25 08:31 PM
Yale Catriona	Chief Development Officer	Sep 21 '23	Option Exercise	6.36	5,000	31,800	51,010	Sep 25 08:31 PM
Yale Catriona	Chief Development Officer	Sep 21 '23	Sale	48.07	5,000	240,356	46,010	Sep 25 08:31 PM
Yale Catriona	Chief Development Officer	Sep 13 '23	Sale	50.34	617	31,060	46,010	Sep 25 08:31 PM
Rolph Timothy	Chief Scientific Officer	Sep 13 '23	Sale	50.34	531	26,731	150,689	Sep 25 08:30 PM
Young Jonathan	Chief Operating Officer	Sep 13 '23	Sale	50.34	562	28,291	183,177	Sep 25 08:28 PM
Graham G. Walmsley	Director	Sep 19 '23	Buy	26.00	400,000	10,400,000	400,000	May 23 09:55 PM

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FROG

JFrog Ltd

Sep 06 • 04:00PM ET

27.36

Dollar change -1.04
Percentage change -3.66	%

Technology • Software - Application • USA • NASD

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Held by: VTI VB VGT VBK FTEC DFAS WCLD DFAC FWD SMLF

Index	-	P/E	-	EPS (ttm)	-0.45	Insider Own	17.15%	Shs Outstand	106.11M	Perf Week	-1.41%
Market Cap	3.02B	Forward P/E	42.08	EPS next Y	0.65	Insider Trans	-3.20%	Shs Float	91.49M	Perf Month	-19.65%
Income	-48.07M	PEG	-	EPS next Q	0.11	Inst Own	68.11%	Short Float	3.45%	Perf Quarter	-16.99%
Sales	389.25M	P/S	7.76	EPS this Y	8.86%	Inst Trans	2.38%	Short Ratio	2.33	Perf Half Y	-36.03%
Book/sh	6.56	P/B	4.17	EPS next Y	17.11%	ROA	-5.02%	Short Interest	3.15M	Perf Year	-5.62%
Cash/sh	5.36	P/C	5.11	EPS next 5Y	-	ROE	-7.08%	52W Range	21.38 - 48.81	Perf YTD	-20.95%
Dividend Est.	-	P/FCF	33.58	EPS past 5Y	-15.56%	ROI	-6.58%	52W High	-43.95%	Beta	0.91
Dividend TTM	-	Quick Ratio	2.56	Sales past 5Y	41.27%	Gross Margin	78.35%	52W Low	27.97%	ATR (14)	1.59
Dividend Ex-Date	-	Current Ratio	2.56	EPS Y/Y TTM	45.08%	Oper. Margin	-17.56%	RSI (14)	42.19	Volatility	7.01% 4.82%
Employees	1400	Debt/Eq	0.02	Sales Y/Y TTM	24.55%	Profit Margin	-12.35%	Recom	1.43	Target Price	33.82
Option/Short	Yes / Yes	LT Debt/Eq	0.01	EPS Q/Q	12.99%	Payout	-	Rel Volume	1.15	Prev Close	28.40
Sales Surprise	-0.36%	EPS Surprise	3.23%	Sales Q/Q	22.42%	Earnings	Aug 07 AMC	Avg Volume	1.35M	Price	27.36
SMA20	1.83%	SMA50	-16.57%	SMA200	-22.65%	Trades		Volume	1,561,110	Change	-3.66%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-05-24	Reiterated	Needham	Buy	$30 → $33
Aug-27-24	Initiated	Robert W. Baird	Outperform	$32
Aug-08-24	Downgrade	Oppenheimer	Outperform → Perform
Jul-24-24	Initiated	TD Cowen	Buy	$50
Jun-26-24	Initiated	Barclays	Overweight	$50
May-22-24	Initiated	UBS	Buy	$41
May-22-24	Initiated	FBN Securities	Outperform	$45
Mar-19-24	Initiated	KeyBanc Capital Markets	Overweight	$52
Dec-21-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$32 → $42
Sep-28-23	Initiated	Scotiabank	Sector Perform	$29
Sep-14-23	Upgrade	William Blair	Mkt Perform → Outperform
May-10-23	Initiated	DA Davidson	Buy	$25
Jan-26-23	Initiated	Cantor Fitzgerald	Overweight	$29
Jan-04-23	Upgrade	BofA Securities	Neutral → Buy	$28 → $32
Oct-03-22	Resumed	JP Morgan	Overweight	$29
Sep-30-22	Initiated	Truist	Buy	$30
Jul-07-22	Initiated	Canaccord Genuity	Buy	$30
Dec-09-21	Upgrade	Stifel	Hold → Buy	$45
May-27-21	Resumed	BofA Securities	Neutral	$45
Apr-23-21	Initiated	Berenberg	Buy	$75

Show Previous Ratings

Sep-05-24 04:56AM	Unpacking Q2 Earnings: PagerDuty (NYSE:PD) In The Context Of Other Software Development Stocks (StockStory)
Sep-03-24 04:05PM	JFrog to Host Investor and Analyst Event at swampUP 2024 (Business Wire) -5.12% +8.62%
10:07AM	Top Analyst Pounds the Table on 2 Software Stocks Heres Why You Should Follow (TipRanks)
Aug-15-24 09:15AM	JFrog Secures Prestigious Department of Defense Enterprise Software Initiative, Streamlining Procurement and Accelerating Adoption of Advanced Security Tools (Business Wire)
Aug-08-24 08:30PM	JFrog (FROG) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks) -27.52% +5.92%
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04:26PM	These Stocks Moved the Most Today: Eli Lilly, Under Armour, Monster Beverage, Warner Bros. Discovery, Bumble, Fastly, Zillow, JFrog, and More (Barrons.com)
02:54PM	These Stocks Are Moving the Most Today: Eli Lilly, Under Armour, Monster Beverage, Warner Bros. Discovery, Bumble, Fastly, Zillow, JFrog, and More (Barrons.com)
12:55PM	Why JFrog (FROG) Shares Are Falling Today (StockStory)
10:24AM	JFrog Stock Is Tumbling 30%. Its Taking It on the Chin After Guidance Cut. (Barrons.com)
Aug-07-24 05:55PM	JFrog Ltd. (FROG) Beats Q2 Earnings Estimates (Zacks)
04:23PM	JFrog (NASDAQ:FROG) Misses Q2 Sales Targets, Stock Drops 23.6% (StockStory)
04:11PM	JFrog Announces Second Quarter 2024 Results (Business Wire)
Aug-06-24 03:03AM	Earnings To Watch: JFrog (FROG) Reports Q2 Results Tomorrow (StockStory)
Aug-05-24 09:16AM	Stay Ahead of the Game With JFrog (FROG) Q2 Earnings: Wall Street's Insights on Key Metrics (Zacks)
09:15AM	Developers and AI Luminaries to Gather at JFrog's swampUP to Chart the Next Frontier for the Software Supply Chain (Business Wire)
04:05PM	Loading…
Jul-31-24 04:05PM	JFrog to Present at Upcoming Investor Conference (Business Wire) -6.59%
Jul-25-24 11:45PM	Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (FROG) (GuruFocus.com)
Jul-23-24 09:15AM	JFrog Appoints Seasoned Cloud & Security Executive Leader Luis Felipe Visoso to its Board of Directors (Business Wire)
Jul-18-24 09:15AM	JFrog Research Uncovers Weak Links in MLOps & Security Usage within Enterprise Software Supply Chains (Business Wire)
Jul-17-24 12:41AM	Insider Sale: Chief Technology Officer Yoav Landman Sells 40,000 Shares of JFrog Ltd (FROG) (GuruFocus.com)
Jul-10-24 04:05PM	JFrog Announces Timing of Second Quarter 2024 Financial Results (Business Wire)
Jul-09-24 03:36AM	Datadog (NASDAQ:DDOG): Strongest Q1 Results from the Software Development Group (StockStory)
Jul-02-24 08:38AM	Is JFrog Ltd (FROG) Well Positioned for a Takeoff? (Insider Monkey)
Jun-30-24 09:00AM	Barclays Says Buy These Software Stocks as Organizations Start to Deploy Generative AI (TipRanks)
Jun-27-24 07:00PM	Insider Sale: Chief Technology Officer Yoav Landman Sells 31,373 Shares of JFrog Ltd (FROG) (GuruFocus.com)
Jun-25-24 09:15AM	JFrog to Acquire Qwak AI to Streamline AI Models from Development to Production (Business Wire)
07:59AM	Software Development Stocks Q1 Teardown: JFrog (NASDAQ:FROG) Vs The Rest (StockStory)
Jun-21-24 08:35AM	Accelerated Cloud Revenue Growth Pushed JFrog Ltd. (FROG) in Q1 (Insider Monkey)
Jun-20-24 07:02PM	Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (FROG) (GuruFocus.com)
Jun-15-24 02:52AM	Insider Sale: Chief Revenue Officer Tali Notman Sells 34,748 Shares of JFrog Ltd (FROG) (GuruFocus.com)
07:02PM	Loading…
Jun-10-24 07:02PM	Insider Sale: Chief Technology Officer Yoav Landman Sells 15,000 Shares of JFrog Ltd (FROG) (GuruFocus.com)
07:01PM	Insider Sale: CEO Ben Shlomi Sells 57,550 Shares of JFrog Ltd (FROG) (GuruFocus.com)
Jun-05-24 02:37AM	Insider Sale: CEO Ben Shlomi Sells 38,924 Shares of JFrog Ltd (FROG) (GuruFocus.com)
02:37AM	Insider Sale: Chief Revenue Officer Tali Notman Sells 20,308 Shares of JFrog Ltd (FROG) (GuruFocus.com)
May-29-24 09:15AM	JFrog & GitHub Partner to Integrate Best of Breed Platforms, Unifying Software Supply Chain Management & Security (Business Wire) +5.03%
May-27-24 05:03AM	Software Development Stocks Q1 Highlights: Twilio (NYSE:TWLO) (StockStory)
May-23-24 02:14AM	Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (FROG) (GuruFocus.com)
May-22-24 04:05PM	JFrog to Present at Upcoming Investor Conference (Business Wire)
09:36AM	Shopify, Kraft Heinz upgraded: Wall Street's top analyst calls (The Fly)
May-21-24 04:32PM	JFrog and Datadog Partner to Deliver Comprehensive App Utilization Insights and Accelerate Cloud Migration (Business Wire)
May-13-24 07:02PM	Insider Sale: Yoav Landman Sells 15,100 Shares of JFrog Ltd (FROG) (GuruFocus.com)
May-10-24 04:11PM	These Stocks Moved the Most Today: Novavax, Akamai, Sweetgreen, Taiwan Semi, Moderna, Gen Digital, JFrog, SoundHound, and More (Barrons.com) -18.73%
03:09PM	JFrog Ltd. (NASDAQ:FROG) Q1 2024 Earnings Call Transcript (Insider Monkey)
02:54PM	These Stocks Are Moving the Most Today: Novavax, Akamai, Sweetgreen, Taiwan Semi, Moderna, Gen Digital, JFrog, SoundHound, and More (Barrons.com)
01:28PM	JFrog Stock Is Slumping. Earnings Failed to Impress. (Barrons.com)
12:55PM	Why Is JFrog Stock Having a Bad Day Today? (Motley Fool)
12:48PM	JFrog Ltd (FROG) Q1 2024 Earnings: Surpasses Revenue Estimates with Strong Cloud Growth (GuruFocus.com)
12:31PM	Why JFrog (FROG) Stock Is Nosediving (StockStory)
11:51AM	JFrog Shares Decline After Morgan Stanley Price Cut (MT Newswires)
11:24AM	Needham Cuts Price Target on JFrog to $45 From $55, Maintains Buy Rating (MT Newswires)
07:30AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday (InvestorPlace)
06:58AM	Morgan Stanley Cuts Price Target on JFrog to $47 From $52, Keeps Overweight Rating (MT Newswires)
May-09-24 08:55PM	FROG Stock Earnings: JFrog Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:00PM	JFrog (FROG) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
05:45PM	JFrog Ltd. (FROG) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
05:01PM	JFrog Q1 Non-GAAP EPS, Revenue Rise; Q2 Guidance Set; 2024 Outlook Raised (MT Newswires)
04:16PM	JFrog (NASDAQ:FROG) Posts Better-Than-Expected Sales In Q1 But Stock Drops 10.2% (StockStory)
04:05PM	JFrog Announces First Quarter 2024 Results (Business Wire)
May-08-24 03:05AM	JFrog Earnings: What To Look For From FROG (StockStory)
May-07-24 09:15AM	JFrog Announces All Star Speaker Line-Up to Define the Next Frontier for DevOps, DevSecOps and MLOps at swampUP 2024 (Business Wire)
May-06-24 09:15AM	Ahead of JFrog (FROG) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
Apr-25-24 09:15AM	JFrog Empowers a Secure AI Journey for Developers, Integrates with Databricks MLflow for a Seamless Machine Learning Lifecycle (Business Wire)
Apr-24-24 07:00PM	Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (FROG) (GuruFocus.com)
04:36PM	Jfrog Insider Sold Shares Worth $1,363,896, According to a Recent SEC Filing (MT Newswires)
Apr-16-24 05:00PM	Insider Sell: JFrog Ltd (FROG) CTO Yoav Landman Disposes of 40,000 Shares (GuruFocus.com)
Apr-12-24 05:35AM	Q4 Earnings Outperformers: HashiCorp (NASDAQ:HCP) And The Rest Of The Software Development Stocks (StockStory)
Apr-09-24 04:05PM	JFrog Announces Timing of First Quarter 2024 Financial Results (Business Wire)
Apr-08-24 07:01PM	Chief Revenue Officer Tali Notman Sells Shares of JFrog Ltd (FROG) (GuruFocus.com)
Apr-05-24 03:52PM	These IBD 50 Stocks Set For Triple-Digit Earnings Gains, With Nvidia Looking At 450% Growth (Investor's Business Daily)
Apr-01-24 02:53PM	The Frog That Gives Princely Returns Nears Buy Point (Investor's Business Daily)
Mar-28-24 09:43AM	These 2 DevOps Stocks Are Must-Owns for Software Investors, Says Wall Street Analyst (TipRanks)
05:13AM	Spotting Winners: JFrog (NASDAQ:FROG) And Software Development Stocks In Q4 (StockStory)
Mar-22-24 07:38AM	JFrog Ltd. (FROG) Gained 36% in Q4 (Insider Monkey)
Mar-20-24 07:01PM	Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (FROG) (GuruFocus.com)
Mar-19-24 10:00AM	Buy GitLab and JFrog, Analyst Says. They Are Poised to Beat Growth Estimates. (Barrons.com)
04:15AM	JFrog Software Supply Chain Report Shows Most Critical Vulnerabilities Scores Are Misleading (Business Wire)
Mar-11-24 07:01PM	Insider Sell: JFrog Ltd (FROG) CTO Yoav Landman Disposes of 40,000 Shares (GuruFocus.com)
Mar-06-24 11:29PM	Insider Sell: Chief Revenue Officer Tali Notman Sells 4,178 Shares of JFrog Ltd (FROG) (GuruFocus.com)
Mar-03-24 02:00AM	GitLab (GTLB) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Feb-28-24 11:26PM	Director Yossi Sela Sells Shares of JFrog Ltd (FROG) (GuruFocus.com)
09:51AM	JFrog and Qwak Create Secure MLOps Workflows for Accelerating the Delivery of AI Apps at Scale (Business Wire)
Feb-26-24 04:05PM	JFrog to Present at Upcoming Investor Conference (Business Wire)
Feb-22-24 11:27PM	Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (GuruFocus.com) +8.15%
Feb-20-24 09:15AM	JFrog and Carahsoft Partner to Better Secure the Public Sectors Software Supply Chain (Business Wire) -5.20%
Feb-16-24 11:15AM	JFrog Ltd. (NASDAQ:FROG) Q4 2023 Earnings Call Transcript (Insider Monkey) -5.90%
Feb-15-24 04:28PM	These Stocks Moved the Most Today: Fastly, JFrog, Shake Shack, Zebra Tech, West Pharmaceutical, AppLovin, Super Micro, and More (Barrons.com) +28.44%
02:03PM	Why JFrog Stock Hopped Higher Today (Motley Fool)
01:01PM	Why Is JFrog (FROG) Stock Soaring Today (StockStory)
12:56PM	These Stocks Are Moving the Most Today: Fastly, JFrog, Shake Shack, Zebra Tech, West Pharmaceutical, AppLovin, Super Micro, and More (Barrons.com)
09:48AM	These Stocks Are Moving the Most Today (Barrons.com)
Feb-14-24 10:30PM	JFrog Ltd. (FROG) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:20PM	JFrog Ltd. (FROG) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:16PM	JFrog (NASDAQ:FROG) Exceeds Q4 Expectations, Stock Jumps 11.8% (StockStory)
04:12PM	Jfrog Posts Beat-and-Raise Quarter. Its Business as Usual in the Face of War. (Barrons.com)
04:05PM	JFrog Announces Fourth Quarter and Fiscal 2023 Results (Business Wire)
Feb-13-24 09:15AM	JFrog Ltd. (FROG) Hit a 52 Week High, Can the Run Continue? (Zacks)
02:00AM	JFrog (FROG) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Feb-08-24 09:59AM	Nvidia Is King, But This Frog May Turn Into A Prince (Investor's Business Daily)
Feb-05-24 11:28PM	Insider Sell: CEO Ben Shlomi Sells 123,701 Shares of JFrog Ltd (FROG) (GuruFocus.com)
Jan-31-24 04:29PM	Light Street Capital Returned 46% in 2023: Top 15 Picks (Insider Monkey)

JFrog Ltd. engages in the provision of an end-to-end, hybrid, universal development operations platform that powers and controls the software supply chain, which enables organizations to continuously and securely deliver software updates across any system. It operates through the following geographical segments: United States, Israel, India, and Rest of World. The firm is also involved in creating software delivered without friction from developer to device. The company was founded by Frederic Simon, Shlomi Ben Haim, and Yoav Landman in 2008 and is headquartered in Sunnyvale, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Shlomi Ben Haim	Officer	Sep 06 '24	Proposed Sale	29.63	70,039	2,075,263		Sep 06 10:31 AM
Grabscheid Eduard	CHIEF FINANCIAL OFFICER	Sep 03 '24	Sale	27.06	841	22,757	98,441	Sep 03 06:25 PM
Shlomi Ben Haim	CHIEF EXECUTIVE OFFICER	Sep 03 '24	Sale	27.06	20,606	557,598	5,027,493	Sep 03 06:00 PM
Notman Tali	CHIEF REVENUE OFFICER	Sep 03 '24	Sale	27.06	11,621	314,464	547,413	Sep 03 05:52 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	Aug 09 '24	Sale	25.68	15,000	385,138	6,642,242	Aug 13 05:29 PM
Landman Yoav	Officer	Aug 09 '24	Proposed Sale	25.63	15,000	384,455		Aug 09 04:27 PM
Notman Tali	CHIEF REVENUE OFFICER	Aug 01 '24	Option Exercise	19.72	30,000	591,500	589,034	Aug 05 06:25 PM
Notman Tali	CHIEF REVENUE OFFICER	Aug 01 '24	Sale	36.68	30,000	1,100,259	559,034	Aug 05 06:25 PM
Notman Tali	Officer	Aug 01 '24	Proposed Sale	38.56	30,000	1,156,800		Aug 01 04:03 PM
Simon Frederic	Director	Jul 23 '24	Sale	38.75	35,000	1,356,359	4,549,432	Jul 25 05:48 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	Jul 15 '24	Sale	37.23	25,000	930,750	6,657,242	Jul 16 06:07 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	Jul 12 '24	Sale	36.39	15,000	545,850	6,682,242	Jul 16 06:07 PM
Notman Tali	CHIEF REVENUE OFFICER	Jul 01 '24	Option Exercise	5.44	5,882	31,998	564,916	Jul 03 04:42 PM
Notman Tali	CHIEF REVENUE OFFICER	Jul 01 '24	Sale	37.51	5,882	220,634	559,034	Jul 03 04:42 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	Jun 27 '24	Sale	36.66	16,277	596,780	6,697,242	Jul 01 06:35 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	Jun 26 '24	Sale	35.93	30,973	1,112,859	6,713,519	Jun 27 04:55 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	Jun 25 '24	Sale	35.00	400	14,000	6,744,492	Jun 27 04:55 PM
Simon Frederic	Director	Jun 18 '24	Sale	33.00	35,000	1,155,096	4,584,432	Jun 20 04:35 PM
Notman Tali	CHIEF REVENUE OFFICER	Jun 13 '24	Sale	33.96	34,748	1,180,042	559,034	Jun 14 04:39 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	Jun 12 '24	Sale	35.28	2,250	79,380	6,744,892	Jun 13 05:53 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	Jun 07 '24	Sale	32.35	15,000	485,250	6,747,142	Jun 10 04:48 PM
Shlomi Ben Haim	CHIEF EXECUTIVE OFFICER	Jun 07 '24	Sale	32.32	57,550	1,860,016	5,048,099	Jun 10 04:46 PM
Notman Tali	CHIEF REVENUE OFFICER	Jun 03 '24	Sale	31.15	20,308	632,594	593,782	Jun 04 05:27 PM
Shlomi Ben Haim	CHIEF EXECUTIVE OFFICER	Jun 03 '24	Sale	31.15	38,924	1,212,483	5,105,649	Jun 04 05:27 PM
Grabscheid Eduard	CHIEF FINANCIAL OFFICER	Jun 03 '24	Sale	31.15	1,790	55,758	99,187	Jun 04 05:25 PM
Simon Frederic	Director	May 21 '24	Sale	32.70	35,000	1,144,500	4,619,432	May 22 05:26 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	May 10 '24	Sale	33.27	15,100	502,375	6,716,271	May 13 05:04 PM
Simon Frederic	Director	Apr 23 '24	Sale	38.97	35,000	1,363,896	4,654,432	Apr 24 04:03 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	Apr 12 '24	Sale	38.70	40,000	1,548,183	6,731,371	Apr 16 02:32 PM
Notman Tali	CHIEF REVENUE OFFICER	Apr 05 '24	Sale	42.60	6,000	255,600	522,348	Apr 08 04:26 PM
Simon Frederic	Director	Mar 19 '24	Sale	42.59	35,000	1,490,705	4,689,432	Mar 20 04:40 PM
Landman Yoav	CHIEF TECHNOLOGY OFFICER	Mar 08 '24	Sale	42.47	40,000	1,698,737	6,771,371	Mar 11 04:58 PM
Notman Tali	CHIEF REVENUE OFFICER	Mar 06 '24	Sale	42.15	7,229	304,702	528,348	Mar 08 05:41 PM
Notman Tali	CHIEF REVENUE OFFICER	Mar 04 '24	Sale	43.89	4,178	183,372	535,577	Mar 06 04:23 PM
Shlomi Ben Haim	CHIEF EXECUTIVE OFFICER	Mar 04 '24	Sale	43.89	32,724	1,436,256	4,987,300	Mar 06 04:15 PM
Grabscheid Eduard	CHIEF FINANCIAL OFFICER	Mar 04 '24	Sale	43.89	605	26,553	85,565	Mar 05 03:47 PM
Sela Yossi	Director	Feb 26 '24	Sale	43.82	4,797	210,192	375,515	Feb 28 04:41 PM
Sela Yossi	Director	Feb 22 '24	Sale	42.87	45,000	1,929,190	380,312	Feb 26 04:29 PM
Sela Yossi	Director	Feb 23 '24	Sale	43.65	18,488	807,018	0	Feb 26 04:29 PM
Simon Frederic	Director	Feb 20 '24	Sale	42.39	35,000	1,483,825	4,724,432	Feb 22 05:41 PM
Steele Elisa	Director	Feb 21 '24	Sale	41.41	1,957	81,039	16,620	Feb 22 05:37 PM
Landman Yoav	Chief Technology Officer	Feb 15 '24	Sale	47.28	110,000	5,200,374	6,811,371	Feb 16 07:20 PM
Simon Frederic	Director	Feb 15 '24	Sale	47.27	150,000	7,091,189	4,759,432	Feb 16 06:12 PM
Landman Yoav	Chief Technology Officer	Feb 09 '24	Sale	38.98	40,000	1,559,157	6,921,371	Feb 12 03:58 PM
Landman Yoav	Chief Technology Officer	Feb 05 '24	Sale	35.73	15,413	550,649	6,961,371	Feb 06 02:09 PM
Landman Yoav	Chief Technology Officer	Feb 02 '24	Sale	35.00	12,623	441,806	6,976,784	Feb 06 02:09 PM
Notman Tali	Chief Revenue Officer	Feb 05 '24	Sale	35.11	6,000	210,640	539,755	Feb 06 01:15 PM
Shlomi Ben Haim	Chief Executive Officer	Feb 02 '24	Sale	35.00	123,701	4,329,535	4,845,428	Feb 05 07:19 PM
Shlomi Ben Haim	Chief Executive Officer	Jan 23 '24	Sale	35.00	1,200	42,000	4,969,129	Jan 24 02:49 PM
Simon Frederic	Director	Jan 23 '24	Sale	34.33	35,000	1,201,578	4,909,432	Jan 24 01:19 PM
Landman Yoav	Chief Technology Officer	Jan 12 '24	Sale	33.03	10,000	330,254	6,989,407	Jan 12 07:35 PM
Notman Tali	Chief Revenue Officer	Jan 05 '24	Sale	31.34	6,000	188,040	545,755	Jan 08 12:42 PM
Shlomi Ben Haim	Chief Executive Officer	Dec 29 '23	Sale	35.00	30,219	1,057,665	4,970,329	Jan 03 02:15 PM
Landman Yoav	Chief Technology Officer	Dec 29 '23	Sale	35.00	25	875	6,999,407	Jan 02 06:38 PM
Shlomi Ben Haim	Chief Executive Officer	Dec 28 '23	Sale	35.02	48,099	1,684,427	5,000,548	Dec 29 01:17 PM
Landman Yoav	Chief Technology Officer	Dec 28 '23	Sale	35.02	1,452	50,847	6,999,432	Dec 29 01:13 PM
Shulman Yakov (Jacob)	Chief Financial Officer	Dec 26 '23	Option Exercise	2.38	11,000	26,180	507,446	Dec 27 07:45 PM
Landman Yoav	Chief Technology Officer	Dec 26 '23	Sale	35.10	14,492	508,598	7,001,184	Dec 27 07:43 PM
Landman Yoav	Chief Technology Officer	Dec 27 '23	Sale	35.04	300	10,513	7,000,884	Dec 27 07:43 PM
Shlomi Ben Haim	Chief Executive Officer	Dec 26 '23	Sale	35.14	129,019	4,533,534	5,049,347	Dec 27 07:42 PM
Shlomi Ben Haim	Chief Executive Officer	Dec 27 '23	Sale	35.03	700	24,520	5,048,647	Dec 27 07:42 PM
Shlomi Ben Haim	Chief Executive Officer	Dec 22 '23	Sale	35.01	12,058	422,107	5,178,366	Dec 26 02:21 PM
Shlomi Ben Haim	Chief Executive Officer	Dec 21 '23	Sale	35.00	67,744	2,371,040	5,190,424	Dec 22 01:49 PM
Landman Yoav	Chief Technology Officer	Dec 21 '23	Sale	35.00	695	24,325	7,015,676	Dec 21 07:20 PM
Simon Frederic	Director	Dec 19 '23	Sale	32.16	35,000	1,125,426	4,944,432	Dec 20 03:40 PM
Landman Yoav	Chief Technology Officer	Dec 19 '23	Sale	32.19	8,259	265,865	7,016,371	Dec 20 03:36 PM
Landman Yoav	Chief Technology Officer	Dec 18 '23	Sale	32.07	5,109	163,829	7,024,630	Dec 19 03:30 PM
Landman Yoav	Chief Technology Officer	Dec 14 '23	Sale	32.04	1,632	52,290	7,029,739	Dec 15 01:27 PM
Shulman Yakov (Jacob)	Chief Financial Officer	Dec 08 '23	Option Exercise	2.38	20,000	47,600	516,446	Dec 11 06:16 PM
Shulman Yakov (Jacob)	Chief Financial Officer	Dec 08 '23	Sale	30.00	20,000	600,000	496,446	Dec 11 06:16 PM
Landman Yoav	Chief Technology Officer	Dec 08 '23	Sale	29.84	10,000	298,398	7,031,371	Dec 11 02:54 PM
Notman Tali	Chief Revenue Officer	Dec 06 '23	Sale	29.00	7,407	214,803	551,755	Dec 06 07:16 PM
Notman Tali	Chief Revenue Officer	Dec 04 '23	Sale	28.02	4,000	112,080	559,162	Dec 06 07:16 PM
Shulman Yakov (Jacob)	Chief Financial Officer	Dec 05 '23	Sale	28.82	7,094	204,449	496,446	Dec 06 04:39 PM
Shulman Yakov (Jacob)	Chief Financial Officer	Dec 04 '23	Sale	28.02	3,833	107,401	503,540	Dec 06 04:39 PM
Shlomi Ben Haim	Chief Executive Officer	Dec 05 '23	Sale	28.82	10,062	289,987	5,258,168	Dec 06 04:36 PM
Shlomi Ben Haim	Chief Executive Officer	Dec 04 '23	Sale	28.02	5,433	152,233	5,268,230	Dec 06 04:36 PM
Sela Yossi	Director	Nov 29 '23	Sale	27.19	18,487	502,673	18,488	Nov 30 04:20 PM
Sela Yossi	Director	Nov 27 '23	Sale	27.23	4,750	129,351	329,359	Nov 28 04:03 PM
Sela Yossi	Director	Nov 22 '23	Sale	26.88	5,000	134,402	339,109	Nov 27 04:06 PM
Sela Yossi	Director	Nov 24 '23	Sale	26.86	5,000	134,277	334,109	Nov 27 04:06 PM
Simon Frederic	Director	Nov 21 '23	Sale	26.63	35,000	931,954	5,019,432	Nov 21 06:39 PM
Sela Yossi	Director	Nov 20 '23	Sale	27.06	5,000	135,316	344,109	Nov 21 04:57 PM
Shulman Yakov (Jacob)	Chief Financial Officer	Nov 16 '23	Option Exercise	2.38	8,000	19,040	515,373	Nov 17 06:30 PM
Shulman Yakov (Jacob)	Chief Financial Officer	Nov 16 '23	Sale	26.84	8,000	214,720	507,373	Nov 17 06:30 PM
Sela Yossi	Director	Nov 15 '23	Sale	27.57	1,250	34,463	349,109	Nov 17 04:03 PM
Landman Yoav	Chief Technology Officer	Nov 07 '23	Sale	28.12	900	25,307	7,041,371	Nov 09 02:08 PM
Notman Tali	Chief Revenue Officer	Nov 06 '23	Sale	26.89	6,000	161,340	563,162	Nov 07 04:54 PM
Shlomi Ben Haim	Chief Executive Officer	Oct 18 '23	Sale	23.11	45,860	1,059,825	5,273,663	Oct 19 06:44 PM
Shulman Yakov (Jacob)	Chief Financial Officer	Oct 16 '23	Option Exercise	2.38	8,000	19,040	515,373	Oct 18 06:29 PM
Shulman Yakov (Jacob)	Chief Financial Officer	Oct 16 '23	Sale	23.51	8,000	188,080	507,373	Oct 18 06:29 PM
Simon Frederic	Director	Oct 17 '23	Sale	23.81	35,000	833,312	5,054,432	Oct 18 04:36 PM
Landman Yoav	Chief Technology Officer	Oct 09 '23	Sale	23.88	15,000	358,144	7,042,271	Oct 10 03:11 PM
Notman Tali	Chief Revenue Officer	Oct 05 '23	Sale	24.34	6,000	146,040	569,162	Oct 06 02:27 PM
Simon Frederic	Director	Sep 19 '23	Sale	26.44	35,000	925,506	5,089,432	Sep 20 07:57 PM
Landman Yoav	Chief Technology Officer	Sep 14 '23	Sale	28.03	12,352	346,192	7,057,271	Sep 15 05:01 PM
Landman Yoav	Chief Technology Officer	Sep 08 '23	Sale	27.94	44,217	1,235,468	7,069,623	Sep 11 05:42 PM

Open in Screener

NVDA

NVIDIA Corp

Sep 06 • 04:00PM ET

102.83

Dollar change -4.38
Percentage change -4.09	%

Technology • Semiconductors • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO SPY IVV VUG QQQ VGT XLK IWF IVW

Index	NDX, S&P 500	P/E	48.28	EPS (ttm)	2.13	Insider Own	3.99%	Shs Outstand	24.64B	Perf Week	-12.55%
Market Cap	2522.42B	Forward P/E	25.41	EPS next Y	4.05	Insider Trans	-0.75%	Shs Float	23.55B	Perf Month	3.96%
Income	53.01B	PEG	0.92	EPS next Q	0.74	Inst Own	65.57%	Short Float	1.25%	Perf Quarter	-15.02%
Sales	96.31B	P/S	26.19	EPS this Y	118.23%	Inst Trans	-0.09%	Short Ratio	0.85	Perf Half Y	10.96%
Book/sh	2.37	P/B	43.43	EPS next Y	43.08%	ROA	78.66%	Short Interest	293.54M	Perf Year	118.50%
Cash/sh	1.42	P/C	72.48	EPS next 5Y	52.53%	ROE	123.77%	52W Range	39.23 - 140.76	Perf YTD	107.65%
Dividend Est.	0.04 (0.04%)	P/FCF	53.91	EPS past 5Y	48.40%	ROI	78.04%	52W High	-26.95%	Beta	1.70
Dividend TTM	0.13 (0.13%)	Quick Ratio	3.79	Sales past 5Y	46.68%	Gross Margin	75.98%	52W Low	162.12%	ATR (14)	6.86
Dividend Ex-Date	Sep 12, 2024	Current Ratio	4.27	EPS Y/Y TTM	415.32%	Oper. Margin	61.87%	RSI (14)	37.09	Volatility	6.55% 5.06%
Employees	29600	Debt/Eq	0.17	Sales Y/Y TTM	194.69%	Profit Margin	55.04%	Recom	1.27	Target Price	149.12
Option/Short	Yes / Yes	LT Debt/Eq	0.17	EPS Q/Q	169.79%	Payout	1.34%	Rel Volume	1.18	Prev Close	107.21
Sales Surprise	4.53%	EPS Surprise	5.18%	Sales Q/Q	122.40%	Earnings	Aug 28 AMC	Avg Volume	345.10M	Price	102.83
SMA20	-13.52%	SMA50	-13.65%	SMA200	15.74%	Trades		Volume	407,508,495	Change	-4.09%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-29-24	Reiterated	Needham	Buy	$120 → $145
Aug-19-24	Reiterated	Goldman	Buy	$135
Aug-06-24	Upgrade	New Street	Neutral → Buy
Jul-15-24	Reiterated	TD Cowen	Buy	$140 → $165
Jul-12-24	Reiterated	The Benchmark Company	Buy	$135 → $170
Jul-09-24	Reiterated	KeyBanc Capital Markets	Overweight	$130 → $180
Jul-08-24	Reiterated	UBS	Buy	$120 → $150
Jul-05-24	Downgrade	New Street	Buy → Neutral
Jul-01-24	Reiterated	Morgan Stanley	Overweight	$116 → $144
Jun-18-24	Reiterated	Rosenblatt	Buy	$140 → $200
Jun-03-24	Reiterated	BofA Securities	Buy	$1320 → $1500
May-24-24	Downgrade	DZ Bank	Buy → Hold	$1025
May-23-24	Reiterated	Wolfe Research	Outperform	$1200 → $1250
May-23-24	Reiterated	Wells Fargo	Overweight	$1150 → $1250
May-23-24	Reiterated	UBS	Buy	$1150 → $1200
May-23-24	Reiterated	Truist	Buy	$1177 → $1288
May-23-24	Reiterated	The Benchmark Company	Buy	$1000 → $1350
May-23-24	Reiterated	TD Cowen	Buy	$1100 → $1200
May-23-24	Reiterated	Susquehanna	Positive	$1100 → $1200
May-23-24	Reiterated	Stifel	Buy	$1085 → $1140

Show Previous Ratings

Today 06:35PM	Prediction: This Artificial Intelligence (AI) Stock Will Outperform Nvidia by Year End (Motley Fool)
06:02PM	3 Stock-Split AI Stocks to Buy Before They Surge as Much as 240%, According to Select Wall Street Analysts (Motley Fool)
03:05PM	Billionaires Are Selling Nvidia Stock and Buying Up This Red-Hot Cryptocurrency (Motley Fool)
11:56AM	10 Best Autonomous Driving Stocks To Buy According To Short Sellers (Insider Monkey)
11:30AM	Is Nvidia Really as Popular as You Think? 1 Number That Has Me Concerned About the Company's Long-Term Prospects. (Motley Fool)
11:00AM	Loading…
11:00AM	Up 12% in 2024, You May Want to Buy This Semiconductor Stock Before It Goes on a Bull Run (Motley Fool)
09:45AM	Meet the Artificial Intelligence (AI) Stock That Could Become the Next Palantir, or Even Better (Motley Fool)
08:30AM	Where Will Nvidia Stock Be in 10 Years? (Motley Fool)
07:20AM	Forget Artificial Intelligence (AI): Here Are 143 Billion Reasons to Buy Nvidia Stock Hand Over Fist (Motley Fool)
06:45AM	There's No Denying It; Nvidia Is on a Historic Run, but Here Are 2 Tech Stocks I'd Buy Instead (Motley Fool)
06:30AM	3 Tech Stocks to Buy Instead of Nvidia (Motley Fool)
06:18AM	20 Best Cryptocurrency Stocks to Buy According to Hedge Funds (Insider Monkey)
05:50AM	Prediction: This Will Be Wall Street's First $5 Trillion Stock (Motley Fool)
05:37AM	Does Guidewire Software (GWRE) Have a Long Runway Ahead? (Insider Monkey)
05:36AM	Intel Is Probably Getting Kicked Out of the Dow, but Nvidia May Not Be Its Logical Replacement (Motley Fool)
05:30AM	Loading…
05:30AM	Looking to Buy an Artificial Intelligence (AI) ETF? Buy This ETF Instead (Motley Fool)
05:30AM	Huawei prepares for launch, though of what product remains a secret (South China Morning Post)
05:23AM	What Makes Bowhead Specialty Holdings (BOW) a Good Investment? (Insider Monkey)
05:22AM	BHP Group (BHP): Evaluating Its Position Among the Top Buy-the-Dip Stocks (Insider Monkey)
05:05AM	What's So Special About the Invesco S&P 500 Equal Weight ETF? (Motley Fool)
04:52AM	Should You Invest in Arteris (AIP)? (Insider Monkey)
04:40AM	4 Reasons to Buy Nvidia Stock Like There's No Tomorrow (Motley Fool)
04:20AM	Looking for the Next Big Growth Opportunity? It Might Not Be in Artificial Intelligence. (Motley Fool)
04:00AM	Billionaires Are Selling Nvidia Stock and Buying 1 AI Stock That Could Soar 215%, According to Certain Wall Street Analysts (Motley Fool)
03:18AM	Boeing Co (BA): A Top Buy-the-Dip Opportunity Amid Market Volatility (Insider Monkey)
03:11AM	Airbnb, Inc. (ABNB): A Strong Buy-the-Dip Opportunity Amid Industry Challenges (Insider Monkey)
03:05AM	Forget Nvidia: Meet the Supercharged Growth Stock Headed to $4 Trillion Over the Coming 12 to 18 Months, According to 1 Wall Street Analyst (Motley Fool)
03:02AM	Billionaire Philippe Laffont Has 37% of His $25.7 Billion Portfolio Invested in 5 Unstoppable Artificial Intelligence (AI) Stocks (Motley Fool)
02:59AM	Snowflake Inc (SNOW): Top Buy-the-Dip Stock With High Growth Potential in Data Cloud Services (Insider Monkey)
02:11AM	Do You Believe in the Accelerated Growth of Mama's Creations (MAMA)? (Insider Monkey)
05:45PM	Loading…
Sep-06-24 05:45PM	Nvidia's revenue and stock will double from current levels in the next several years, says Dan Niles (CNBC TV)
05:30PM	Missed Out On Nvidia's Run-Up? My Best AI Stock to Buy and Hold. (Motley Fool)
05:01PM	Why Nvidia and Chip Stocks Just Had Their Worst Week in More Than 2 Years (Investopedia)
05:00PM	Where Will Nvidia Stock Be in 5 Years? (Motley Fool)
04:35PM	These Stocks Moved the Most Today: Broadcom, Planet Labs, Super Micro, Tesla, Nvidia, and More (Barrons.com)
04:35PM	Stocks Extend Ugly Week of Losses Amid Economic Uncertainty (The Wall Street Journal)
04:27PM	Nvidia's 'Perfect' Days Are Over, But These 12 Stocks Are Still Golden (Investor's Business Daily)
04:22PM	Nvidias $406 Billion Drop This Week Makes Bitcoin Look Calm (Bloomberg)
04:18PM	Heard on the Street: Broadcom Takes Its AI Lumps (The Wall Street Journal)
04:15PM	Dow Tumbles But Nasdaq Is Clear Loser; Tesla, Nvidia Rack Up Sizable Losses (Live Coverage) (Investor's Business Daily)
04:06PM	Broadcom's Stock Has Been Slipping. These Analysts Say It's Time To Buy (Investopedia)
03:38PM	Sorry, Apple And Nvidia. Top Funds Love This Non-Mag 7 Stock Now. (Investor's Business Daily)
03:33PM	Dow Hovers At Lows But Nasdaq Is Clear Loser; Tesla, Nvidia Rack Up Sizable Losses (Live Coverage) (Investor's Business Daily)
03:13PM	Nvidia Stock Falls Again. Should You Buy the Dip? (Motley Fool)
02:28PM	Semiconductor ETFs Take A Beating, Dragged Lower By Nvidia, AMD, and Broadcom Stocks (Benzinga)
02:18PM	Dow Near Session Lows; Nasdaq Loses Big As Nvidia, Tesla Fuel Sell-Off (Live Coverage) (Investor's Business Daily)
02:18PM	Nvidias Stock Volatility Is the Price You Pay for Market-Leading Returns (Barrons.com)
02:16PM	Nvidia Stock Is Falling. CEO Jensen Huang Sold Another Chunk of Shares. (Barrons.com)
02:03PM	Top Funds Love This Non-Mag 7 Stock As Nvidia, Apple Remain AWOL (Investor's Business Daily)
02:03PM	Nvidia And Apple Get The (Fading) Glory. This Snubbed Stock Collects The Cash. (Investor's Business Daily)
02:01PM	As Nvidia Stock Slides, the Losses Are Eye-Popping (The Wall Street Journal)
01:51PM	Nvidia stocks tanks 5% amid rough week for chip stocks (Yahoo Finance)
01:51PM	Nvidia stock tanks 5% amid rough week for chip stocks (Yahoo Finance)
01:42PM	These Stocks Are Moving the Most Today: Broadcom, Planet Labs, Super Micro, Tesla, Nvidia, and More (Barrons.com)
01:40PM	Magnificent Seven Stocks: Nvidia Stock, Tesla Dive In Market Sell-Off (Investor's Business Daily)
01:39PM	Why Nvidia Stock Is Plummeting Again Today (Motley Fool)
01:30PM	Expect China to 'fight hard' against chip export controls (Yahoo Finance Video)
12:35PM	Stocks to Watch Friday: Broadcom, UiPath, Nvidia, DocuSign (The Wall Street Journal)
12:22PM	Stocks Tumble, Bonds Rally as Jobs Data Fuels Uncertainty on Wall Street (Investopedia)
11:41AM	Broadcom Stock Tumbles After Forecast Disappoints (The Wall Street Journal)
11:38AM	Nvidia Now Far From 'Perfect,' But These 12 Stocks Are Still Golden (Investor's Business Daily)
10:23AM	US Rolls Out New Export Controls of Advanced Tech (Investopedia)
10:06AM	Funds With $350 Billion Are Exposed to S&Ps New Index-Cap Rules (Bloomberg)
10:00AM	Nvidia Stock Wavers As AI Chip Firm's Outlook Misses; Is Nvidia A Buy Or Sell Now? (Investor's Business Daily)
10:00AM	Why Now May Be the Time to Invest in Small-Cap Stocks (The Wall Street Journal)
10:00AM	Nvidia Stock Is Too Expensive, Dean of Valuation Says. Heres Where It Should Be Trading. (Barrons.com)
09:45AM	Q3 2024 Broadcom Inc Earnings Call (Thomson Reuters StreetEvents)
08:55AM	Workday (WDAY) Slid After Reporting In-Line Subscription Revenue (Insider Monkey)
08:18AM	China's Markets Still Manage To Get Nvidia AI Chips Via Smuggling: Report (Benzinga)
08:15AM	Better AI Stock: SoundHound AI vs. Snowflake (Motley Fool)
08:00AM	Nvidia May Get The Glory. But This Snubbed Stock Gets The Money. (Investor's Business Daily)
07:45AM	Is Nvidia a Safe Stock to Own During a Recession? (Motley Fool)
07:23AM	These Stocks Are Moving the Most Today (Barrons.com)
07:00AM	Best Mutual Fund Found A Winning Seven-Step Stock Picking Process (Investor's Business Daily)
06:45AM	Should You Load Up on Super Micro Computer Stock While It's Down 60% From Its All-Time High? (Motley Fool)
06:35AM	Broadcom Couldnt Rescue the AI Boom, Why Apple Needs to Be the Hero. And 5 Other Things to Know Today. (Barrons.com)
06:09AM	BofAs Hartnett Says US Semiconductor Stocks To Plunge if Payrolls Are Soft (Bloomberg)
06:05AM	Could Nvidia Stock Help You Retire A Millionaire? (Motley Fool)
06:00AM	For tech bulls, a troubled AI trade is a buying opportunity: Morning Brief (Yahoo Finance)
05:21AM	Prediction: 3 Time-Tested Dow Stocks That Can Double Your Money by 2030 (Motley Fool)
05:20AM	Missed Out on Nvidia's 2,400% Gain? Here's What to Do Next. (Motley Fool)
04:52AM	Better Artificial Intelligence (AI) Stock: Nvidia vs. TSMC (Motley Fool)
04:45AM	Forget the Nasdaq -- Buy This Magnificent ETF Instead (Motley Fool)
04:35AM	AI is transforming mobile gaming (Verdict)
04:07AM	Aside From Nvidia, There Is 1 Other "Magnificent Seven" Stock That Stands Above the Rest. The Reason Why May Surprise You. (Motley Fool)
04:05AM	Meet the Supercharged Growth Stock That Could Join Apple, Microsoft, and Nvidia in the $2 Trillion Club by 2029 (Motley Fool)
03:29AM	Heres Why NVIDIA Corporation (NVDA) Appreciated in Q2 (Insider Monkey)
12:00AM	Nvidias AI chips are cheaper to rent in China than US (Financial Times)
Sep-05-24 10:42PM	China's top AI chip unicorn faces revenue slump amidst AI boom (DigiTimes)
07:55PM	Jim Cramer Says Rivian Automotive Inc. (RIVN) Is a Great Long-Term Stock' (Insider Monkey)
07:54PM	Jim Cramer Says It Will Take Time For Novartis AG (NVS) To Get The Attention Of Investors' (Insider Monkey)
07:45PM	Jim Cramer Says He's Concerned About Sphere Entertainment Co. (SPHR)'s Ability To Expand Into Other Cities (Insider Monkey)
07:06PM	Jim Cramer Says Southwest Airlines Co. (LUV) Shares Are Getting A Lift After A One-Two Punch Of News' (Insider Monkey)
06:31PM	As Nvidia Stock Stumbles, Watch These 3 Hot AI-Adjacent Stocks Instead (Investor's Business Daily)
06:10PM	NVIDIA Corporation (NVDA): Trending AI Stock on Latest Analyst Ratings and News (Insider Monkey)
04:40PM	Indexes Mixed With Jobs Report On Tap; Tesla Soars As Two Tech Firms Diverge On Earnings (Live Coverage) (Investor's Business Daily)
04:22PM	These Stocks Moved the Most Today: C3.ai, Tesla, U.S. Steel, Nvidia, NIO, Frontier Communications, HPE, ChargePoint, and More (Barrons.com)
04:21PM	Bank of America: Nvidia's Recent Stock Slide Could Offer 'Enhanced Buy Opportunity' (Investopedia)
04:04PM	Nvidia Is No Longer 'Perfect,' But These 14 Stocks Are Still Golden (Investor's Business Daily)
03:39PM	Market Navigator: Managing Nvidia trade (CNBC TV)

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
HUANG JEN HSUN	President and CEO	Sep 04 '24	Sale	107.60	120,000	12,912,202	76,255,836	Sep 06 04:45 PM
HUANG JEN HSUN	President and CEO	Sep 05 '24	Sale	107.44	120,000	12,893,288	76,135,836	Sep 06 04:45 PM
HUANG JEN HSUN	Officer	Sep 06 '24	Proposed Sale	103.38	120,000	12,405,246		Sep 06 04:27 PM
HUANG JEN HSUN	Officer	Sep 05 '24	Proposed Sale	107.44	120,000	12,893,289		Sep 05 04:27 PM
HUANG JEN HSUN	President and CEO	Aug 30 '24	Sale	119.03	120,000	14,283,852	76,494,995	Sep 04 05:23 PM
HUANG JEN HSUN	President and CEO	Sep 03 '24	Sale	110.76	120,000	13,290,969	76,375,705	Sep 04 05:23 PM
HUANG JEN HSUN	Officer	Sep 04 '24	Proposed Sale	107.60	120,000	12,912,203		Sep 04 04:44 PM
HUANG JEN HSUN	Officer	Sep 03 '24	Proposed Sale	110.76	120,000	13,290,970		Sep 03 05:14 PM
HUANG JEN HSUN	Officer	Aug 30 '24	Proposed Sale	119.03	120,000	14,283,852		Aug 30 05:20 PM
HUANG JEN HSUN	President and CEO	Aug 09 '24	Sale	104.83	120,000	12,579,661	76,614,995	Aug 12 05:06 PM
HUANG JEN HSUN	President and CEO	Aug 08 '24	Sale	102.80	120,000	12,336,253	76,734,995	Aug 12 05:06 PM
HUANG JEN HSUN	Officer	Aug 09 '24	Proposed Sale	104.83	120,000	12,579,663		Aug 09 05:00 PM
HUANG JEN HSUN	President and CEO	Aug 06 '24	Sale	105.06	120,000	12,607,419	76,974,995	Aug 08 05:02 PM
HUANG JEN HSUN	President and CEO	Aug 07 '24	Sale	103.85	120,000	12,462,147	76,854,995	Aug 08 05:02 PM
HUANG JEN HSUN	Officer	Aug 08 '24	Proposed Sale	102.80	120,000	12,336,255		Aug 08 04:52 PM
HUANG JEN HSUN	Officer	Aug 07 '24	Proposed Sale	103.85	120,000	12,462,147		Aug 07 04:44 PM
HUANG JEN HSUN	Officer	Aug 06 '24	Proposed Sale	105.06	120,000	12,607,418		Aug 06 04:30 PM
HUANG JEN HSUN	President and CEO	Aug 02 '24	Sale	105.27	120,000	12,631,902	77,214,995	Aug 06 04:20 PM
HUANG JEN HSUN	President and CEO	Aug 05 '24	Sale	99.81	120,000	11,977,574	77,094,995	Aug 06 04:20 PM
HUANG JEN HSUN	Officer	Aug 05 '24	Proposed Sale	99.81	120,000	11,977,573		Aug 05 04:44 PM
HUANG JEN HSUN	President and CEO	Jul 31 '24	Sale	115.52	120,000	13,862,066	77,454,995	Aug 02 04:45 PM
HUANG JEN HSUN	President and CEO	Aug 01 '24	Sale	113.04	120,000	13,564,682	77,334,995	Aug 02 04:45 PM
HUANG JEN HSUN	Officer	Aug 02 '24	Proposed Sale	105.27	120,000	12,631,902		Aug 02 04:27 PM
HUANG JEN HSUN	Officer	Aug 01 '24	Proposed Sale	113.04	120,000	13,564,683		Aug 01 04:44 PM
HUANG JEN HSUN	President and CEO	Jul 29 '24	Sale	113.33	120,000	13,600,115	77,694,995	Jul 31 04:33 PM
HUANG JEN HSUN	President and CEO	Jul 30 '24	Sale	106.52	120,000	12,782,910	77,574,995	Jul 31 04:33 PM
HUANG JEN HSUN	Officer	Jul 31 '24	Proposed Sale	115.52	120,000	13,862,065		Jul 31 04:31 PM
HUANG JEN HSUN	Officer	Jul 30 '24	Proposed Sale	106.52	120,000	12,782,910		Jul 30 04:35 PM
HUANG JEN HSUN	President and CEO	Jul 26 '24	Sale	113.54	120,000	13,625,043	77,814,995	Jul 29 06:08 PM
HUANG JEN HSUN	President and CEO	Jul 25 '24	Sale	113.26	120,000	13,591,083	77,934,995	Jul 29 06:08 PM
HUANG JEN HSUN	Officer	Jul 29 '24	Proposed Sale	113.33	120,000	13,600,114		Jul 29 04:42 PM
HUANG JEN HSUN	Officer	Jul 26 '24	Proposed Sale	113.54	120,000	13,625,047		Jul 26 04:34 PM
HUANG JEN HSUN	President and CEO	Jul 23 '24	Sale	123.34	120,000	14,800,522	78,174,995	Jul 25 05:09 PM
HUANG JEN HSUN	President and CEO	Jul 24 '24	Sale	117.24	120,000	14,069,240	78,054,995	Jul 25 05:09 PM
HUANG JEN HSUN	President and CEO	Jul 22 '24	Sale	122.23	120,000	14,668,027	78,294,995	Jul 23 04:54 PM
HUANG JEN HSUN	President and CEO	Jul 19 '24	Sale	119.06	120,000	14,286,907	78,414,995	Jul 23 04:54 PM
HUANG JEN HSUN	President and CEO	Jul 18 '24	Sale	119.82	120,000	14,378,911	78,534,995	Jul 19 04:33 PM
HUANG JEN HSUN	President and CEO	Jul 17 '24	Sale	119.17	120,000	14,300,905	78,654,995	Jul 19 04:33 PM
HUANG JEN HSUN	President and CEO	Jul 15 '24	Sale	128.92	120,000	15,470,000	78,894,995	Jul 17 04:59 PM
HUANG JEN HSUN	President and CEO	Jul 16 '24	Sale	126.40	120,000	15,168,085	78,774,995	Jul 17 04:59 PM
STEVENS MARK A	Director	Jul 12 '24	Sale	129.81	156,023	20,254,063	8,585,217	Jul 15 04:59 PM
Puri Ajay K	EVP, Worldwide Field Ops	Jul 12 '24	Sale	130.10	100,110	13,023,949	3,939,350	Jul 15 04:59 PM
HUANG JEN HSUN	President and CEO	Jul 11 '24	Sale	130.53	120,000	15,663,214	79,134,995	Jul 15 04:58 PM
HUANG JEN HSUN	President and CEO	Jul 12 '24	Sale	130.03	120,000	15,603,061	79,014,995	Jul 15 04:58 PM
HUANG JEN HSUN	President and CEO	Jul 10 '24	Sale	134.10	120,000	16,092,588	79,254,995	Jul 11 04:28 PM
HUANG JEN HSUN	President and CEO	Jul 09 '24	Sale	131.43	120,000	15,772,013	79,374,995	Jul 11 04:28 PM
STEVENS MARK A	Director	Jul 10 '24	Sale	134.16	400,000	53,664,760	8,741,240	Jul 11 04:27 PM
STEVENS MARK A	Director	Jul 09 '24	Sale	130.74	385,000	50,333,256	9,141,240	Jul 11 04:27 PM
HUANG JEN HSUN	President and CEO	Jul 08 '24	Sale	128.60	120,000	15,431,854	79,494,995	Jul 09 04:24 PM
HUANG JEN HSUN	President and CEO	Jul 05 '24	Sale	127.14	120,000	15,256,743	79,614,995	Jul 09 04:24 PM
HUANG JEN HSUN	President and CEO	Jul 03 '24	Sale	124.28	120,000	14,913,222	79,734,995	Jul 05 04:20 PM
HUANG JEN HSUN	President and CEO	Jul 02 '24	Sale	122.24	120,000	14,668,378	79,854,995	Jul 05 04:20 PM
HUANG JEN HSUN	President and CEO	Jun 28 '24	Sale	125.04	120,000	15,004,855	80,094,995	Jul 02 06:08 PM
HUANG JEN HSUN	President and CEO	Jul 01 '24	Sale	122.78	120,000	14,733,445	79,974,995	Jul 02 06:08 PM
HUANG JEN HSUN	President and CEO	Jun 26 '24	Sale	124.88	120,000	14,985,866	80,334,995	Jun 28 04:20 PM
HUANG JEN HSUN	President and CEO	Jun 27 '24	Sale	124.39	120,000	14,926,277	80,214,995	Jun 28 04:20 PM
Kress Colette	EVP & Chief Financial Officer	Jun 25 '24	Sale	123.45	100,000	12,345,297	5,088,862	Jun 26 04:09 PM
Kress Colette	EVP & Chief Financial Officer	Jun 24 '24	Sale	120.85	100,000	12,085,217	5,188,862	Jun 26 04:09 PM
HUANG JEN HSUN	President and CEO	Jun 25 '24	Sale	123.42	120,000	14,810,007	80,454,995	Jun 26 04:08 PM
HUANG JEN HSUN	President and CEO	Jun 24 '24	Sale	120.84	120,000	14,500,568	80,574,995	Jun 26 04:08 PM
HUANG JEN HSUN	President and CEO	Jun 20 '24	Sale	135.87	120,000	16,304,893	80,814,995	Jun 21 08:12 PM
HUANG JEN HSUN	President and CEO	Jun 21 '24	Sale	127.10	120,000	15,252,385	80,694,995	Jun 21 08:12 PM
Kress Colette	EVP & Chief Financial Officer	Jun 21 '24	Sale	126.99	100,000	12,699,088	5,288,862	Jun 21 08:05 PM
Robertson Donald F Jr	Principal Accounting Officer	Jun 21 '24	Sale	128.17	4,500	576,751	503,878	Jun 21 04:35 PM
HUANG JEN HSUN	President and CEO	Jun 18 '24	Sale	134.03	120,000	16,083,429	80,998,830	Jun 20 04:23 PM
HUANG JEN HSUN	President and CEO	Jun 17 '24	Sale	131.76	120,000	15,811,425	81,118,830	Jun 20 04:23 PM
HUANG JEN HSUN	President and CEO	Jun 14 '24	Sale	131.13	120,000	15,735,438	81,238,830	Jun 17 05:00 PM
HUANG JEN HSUN	President and CEO	Jun 13 '24	Sale	128.74	120,000	15,449,345	81,358,830	Jun 17 05:00 PM
STEVENS MARK A	Director	Jun 12 '24	Sale	125.88	320,000	40,280,736	9,526,240	Jun 13 05:52 PM
STEVENS MARK A	Director	Jun 11 '24	Sale	120.42	150,000	18,063,285	9,846,240	Jun 13 05:52 PM
COXE TENCH	Director	Jun 07 '24	Sale	1194.57	100,000	119,457,412	2,967,136	Jun 10 04:55 PM
Shoquist Debora	EVP, Operations	Jun 05 '24	Sale	1222.83	715	874,324	144,223	Jun 07 05:15 PM
Shoquist Debora	EVP, Operations	Jun 05 '24	Sale	1200.69	10,425	12,517,143	144,938	Jun 07 05:14 PM
STEVENS MARK A	Director	Jun 05 '24	Sale	1199.06	16,670	19,988,343	999,624	Jun 07 05:12 PM
Shoquist Debora	EVP, Operations	Jun 04 '24	Sale	1151.59	15,000	17,273,842	155,363	Jun 05 05:02 PM
Shoquist Debora	EVP, Operations	Jun 03 '24	Sale	1136.41	15,000	17,046,175	170,363	Jun 05 05:02 PM
STEVENS MARK A	Director	Jun 03 '24	Sale	1139.20	8,900	10,138,892	1,016,294	Jun 05 05:01 PM
STEVENS MARK A	Director	May 29 '24	Sale	1148.01	17,000	19,516,170	1,035,133	May 31 04:05 PM
STEVENS MARK A	Director	May 30 '24	Sale	1130.17	9,939	11,232,791	1,025,194	May 31 04:05 PM
HUDSON DAWN E	Director	May 29 '24	Sale	1150.03	5,000	5,750,150	45,500	May 31 04:03 PM
MCCAFFERY MICHAEL G	Director	May 28 '24	Sale	1147.34	57	65,398	9,630	May 30 04:29 PM
MCCAFFERY MICHAEL G	Director	May 28 '24	Sale	1122.91	3,879	4,355,785	9,687	May 30 04:29 PM
SEAWELL A BROOKE	Director	May 28 '24	Sale	1117.72	1,438	1,607,281	650	May 30 04:27 PM
HUDSON DAWN E	Director	May 24 '24	Sale	1059.20	15,000	15,888,045	55,500	May 29 04:13 PM
HUDSON DAWN E	Director	May 28 '24	Sale	1140.04	5,000	5,700,200	50,500	May 29 04:13 PM
Dabiri John	Director	May 24 '24	Sale	1043.95	198	206,702	1,857	May 29 04:12 PM
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
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
COXE TENCH	Director	Mar 05 '24	Sale	850.10	200,000	170,020,366	3,097,136	Mar 06 06:01 PM
STEVENS MARK A	Director	Feb 23 '24	Sale	797.57	10,000	7,975,700	1,124,583	Feb 27 05:08 PM
STEVENS MARK A	Director	Feb 26 '24	Sale	800.74	5,000	4,003,700	1,119,583	Feb 27 05:08 PM
PERRY MARK L	Director	Feb 23 '24	Sale	796.45	15,000	11,946,692	123,000	Feb 27 05:06 PM
MCCAFFERY MICHAEL G	Director	Feb 23 '24	Sale	800.00	4,000	3,200,000	13,566	Feb 27 05:04 PM
MCCAFFERY MICHAEL G	Director	Dec 13 '23	Sale	481.99	4,250	2,048,448	17,566	Feb 27 05:04 PM

HIMS Hims & Hers Health Inc daily Stock Chart

Held by: VTI VB IWM VXF VBK IWO VTWO VHT SCHA DFAS

Index	RUT	P/E	182.49	EPS (ttm)	0.07	Insider Own	24.40%	Shs Outstand	205.10M	Perf Week	-7.33%
Market Cap	2.96B	Forward P/E	18.34	EPS next Y	0.74	Insider Trans	-6.70%	Shs Float	164.10M	Perf Month	-14.90%
Income	18.10M	PEG	-	EPS next Q	0.10	Inst Own	57.14%	Short Float	14.04%	Perf Quarter	-36.72%
Sales	1.07B	P/S	2.78	EPS this Y	469.09%	Inst Trans	4.48%	Short Ratio	2.43	Perf Half Y	-4.88%
Book/sh	1.67	P/B	8.18	EPS next Y	83.35%	ROA	4.16%	Short Interest	23.04M	Perf Year	97.54%
Cash/sh	1.05	P/C	13.04	EPS next 5Y	-	ROE	5.31%	52W Range	5.65 - 25.74	Perf YTD	53.37%
Dividend Est.	-	P/FCF	33.11	EPS past 5Y	-	ROI	4.87%	52W High	-46.97%	Beta	1.05
Dividend TTM	-	Quick Ratio	2.30	Sales past 5Y	60.52%	Gross Margin	74.20%	52W Low	141.59%	ATR (14)	0.97
Dividend Ex-Date	-	Current Ratio	2.68	EPS Y/Y TTM	136.91%	Oper. Margin	0.64%	RSI (14)	27.02	Volatility	4.44% 5.09%
Employees	1046	Debt/Eq	0.03	Sales Y/Y TTM	50.15%	Profit Margin	1.70%	Recom	2.14	Target Price	22.21
Option/Short	Yes / Yes	LT Debt/Eq	0.03	EPS Q/Q	265.01%	Payout	-	Rel Volume	0.97	Prev Close	14.43
Sales Surprise	3.61%	EPS Surprise	34.53%	Sales Q/Q	51.82%	Earnings	Aug 05 AMC	Avg Volume	9.49M	Price	13.65
SMA20	-12.46%	SMA50	-26.70%	SMA200	-4.31%	Trades		Volume	9,205,941	Change	-5.41%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-22-24	Initiated	Needham	Buy	$24
Aug-09-24	Downgrade	Imperial Capital	Outperform → In-line
May-22-24	Downgrade	Citigroup	Buy → Neutral	$16 → $20
Apr-16-24	Downgrade	Jefferies	Buy → Hold	$17 → $15
Apr-10-24	Initiated	Canaccord Genuity	Buy	$20
Feb-28-24	Upgrade	Imperial Capital	In-line → Outperform	$16
Feb-26-24	Initiated	Leerink Partners	Market Perform	$10
Dec-07-23	Initiated	Imperial Capital	In-line	$9
Jul-28-23	Initiated	TD Cowen	Outperform	$11
Apr-11-23	Initiated	Robert W. Baird	Neutral	$10
Feb-09-23	Upgrade	Jefferies	Hold → Buy	$7 → $11
Nov-08-22	Upgrade	SVB Leerink	Mkt Perform → Outperform	$5
Nov-08-22	Upgrade	BofA Securities	Neutral → Buy	$7.50 → $8.50
Oct-17-22	Downgrade	Piper Sandler	Overweight → Neutral	$8 → $6
Sep-07-22	Initiated	Truist	Hold	$7
Jul-15-22	Initiated	SVB Leerink	Underperform	$4
Apr-14-22	Initiated	Guggenheim	Buy	$10
Apr-01-22	Resumed	Credit Suisse	Outperform	$8
Mar-10-22	Initiated	Deutsche Bank	Hold	$7
Dec-02-21	Initiated	Jefferies	Hold	$7

Show Previous Ratings

Sep-06-24 04:52PM	Why Big Pharma is betting on telehealth strategies (Yahoo Finance) -5.41%
Aug-27-24 05:15PM	Why Eli Lilly is 'the Nvidia of GLP-1' weight-loss drugs (Yahoo Finance Video) -7.54%
12:48PM	Top Stock Movers Now: Nvidia, Insulet, Paramount Global, and More (Investopedia)
11:23AM	Hims & Hers Health Stock Takes Hit as Eli Lilly Offers Cheaper Weight-Loss Drug (Investopedia)
Aug-11-24 08:09AM	What Eli Lilly, Novo Nordisk earnings reveal about the future of GLP-1 sales (Yahoo Finance)
10:34AM	Loading…
Aug-06-24 10:34AM	Stocks to Watch Tuesday: Uber, Caterpillar, Palantir, Lucid (The Wall Street Journal) -5.38%
10:14AM	Hims & Hers Health, FuboTV, Celsius: 3 Stock in Focus (Yahoo Finance Video)
Aug-05-24 09:54PM	HIMS Stock Earnings: Hims & Hers Health Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
05:22PM	Lucid, Hims & Hers Health, Chegg: After-hours Movers (Yahoo Finance Video)
04:05PM	Hims & Hers Health, Inc. Reports Second Quarter 2024 Financial Results (Business Wire)
03:33PM	3 Telemedicine Stocks Poised for Possible Healthcare Evolution (InvestorPlace)
Aug-01-24 07:00AM	What You Need to Know Ahead of Eli Lilly Earnings (Investopedia) -12.85%
Jul-25-24 06:00AM	Emerging Telemedicine Leaders: Stocks Shaping Healthcare's Digital Future (News Direct)
Jul-22-24 05:00AM	Pharmaceutical Industry Chief Kre Schultz Joins Hims & Hers Board (Business Wire)
Jul-15-24 04:05PM	Hims & Hers to Announce Second Quarter 2024 Financial Results on August 5, 2024 (Business Wire) +5.16%
09:45AM	Loading…
09:45AM	3 Stocks Poised to 10X in the Next 5 Years (InvestorPlace)
Jul-12-24 09:00AM	Hims & Hers Health, Inc. (HIMS) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Jul-08-24 12:26PM	Are Medical Stocks Lagging Hims & Hers Health (HIMS) This Year? (Zacks)
Jul-05-24 12:04PM	Hims & Hers (HIMS) Gains 37.7% in Three Months: What's Next? (Zacks)
Jun-27-24 12:31PM	Phunware (PHUN) Stock Volatile Ahead of Trump-Biden Debate Tonight (InvestorPlace) -7.14%
12:06PM	Walgreens Stores Closing: Retailer Announces Imminent' Changes as WBA Stock Slumps (InvestorPlace)
11:45AM	Hims & Hers Down Sharply Again as Scrutiny Over Ozempic Knockoff Business Grows (The Wall Street Journal)
11:28AM	Short Seller Hunterbrook Slams Hims & Hers (HIMS) Stock in New Report (InvestorPlace)
03:24AM	Heard on the Street Wednesday Recap: Land of the Rising Sum (The Wall Street Journal)
Jun-26-24 07:00AM	The War Over Cheaper Ozempic Wont End Well for Some Investors (The Wall Street Journal) -6.91%
Jun-24-24 05:45PM	Hims & Hers Health, Inc. (HIMS) Flat As Market Sinks: What You Should Know (Zacks)
Jun-19-24 09:00AM	Here is What to Know Beyond Why Hims & Hers Health, Inc. (HIMS) is a Trending Stock (Zacks)
Jun-17-24 05:45PM	Hims & Hers Health, Inc. (HIMS) Outpaces Stock Market Gains: What You Should Know (Zacks)
Jun-11-24 05:45PM	Hims & Hers Health, Inc. (HIMS) Outpaces Stock Market Gains: What You Should Know (Zacks) +7.44%
Jun-07-24 09:00AM	Hims & Hers Health, Inc. (HIMS) is Attracting Investor Attention: Here is What You Should Know (Zacks)
09:00AM	Loading…
May-27-24 09:00AM	Hims & Hers Health, Inc. (HIMS) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
May-24-24 04:37PM	The Score: Target, Nvidia, Live Nation and More Stocks That Defined the Week (The Wall Street Journal) +6.63% +13.15%
09:28AM	7 Stocks to Dominate in the Next Economic Upturn (InvestorPlace)
May-23-24 06:50AM	Move Over Ozempic! 3 New GLP-1 Drugs and Products Coming Soon. (InvestorPlace)
May-22-24 06:05PM	Nvidia earnings, housing market outlook, BNPL regulatory pressure: Market Domination (Yahoo Finance Video) -7.92%
04:23PM	Citigroup downgrades Hims & Hers Health to Neutral from Buy (Yahoo Finance Video)
12:42PM	The Growth Stock Shuffle: 2 to Ditch and 1 to Own (InvestorPlace)
May-21-24 07:30AM	Lowes, Macys report, crypto surges: Yahoo Finance (Yahoo Finance Video) -5.59%
May-20-24 04:29PM	Hims & Hers Health Stock Jumps Nearly 28% on Plans to Offer GLP-1 Weight-Loss Drugs (Investopedia) +27.66%
03:16PM	HIMS Stock Alert: Hims & Hers Shares Rocket on Weight Loss Injections (InvestorPlace)
02:47PM	Top Stock Movers Now: Jabil, Norwegian Cruise Line, Hims & Hers Health, and More (Investopedia)
01:05PM	Investors await Nvidia earnings, commodities on the rise: Morning Brief (Yahoo Finance Video)
01:04PM	Investors eye chip stocks, Palo Alto Networks earnings on tap: Yahoo Finance (Yahoo Finance Video)
12:15PM	Heard on the Street: Hims Is Jumping on a Crowded Ozempic Bandwagon (The Wall Street Journal)
11:01AM	Hims & Hers Health to Offer Injectable Weight-Loss Drugs on Telehealth Platform (The Wall Street Journal)
10:26AM	Weight loss: Hims & Hers introduce access to GLP-1 injections (Yahoo Finance Video)
09:30AM	Is Hims & Hers Health (HIMS) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
09:00AM	Hims & Hers Announces Access to GLP-1 Injections, Passing Cost Savings Onto Customers (Business Wire)
08:33AM	Stock Market Mayhem: 3 Companies Ready to Shake Things Up (InvestorPlace)
May-16-24 06:00AM	Hims & Hers Welcomes Anja Manuel, Foreign Policy Expert, Domestic Regulations Advisor, and Former Diplomat to its Board of Directors (Business Wire)
May-15-24 12:20PM	Earnings Estimates Rising for Hims & Hers Health (HIMS): Will It Gain? (Zacks)
09:00AM	Investors Heavily Search Hims & Hers Health, Inc. (HIMS): Here is What You Need to Know (Zacks)
May-08-24 12:00PM	Hims & Hers Health (HIMS) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
May-07-24 12:39PM	Oscar Health, Kenvue, Hims & Hers: Health earnings roundup (Yahoo Finance Video) +6.01%
07:39AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday (InvestorPlace)
May-06-24 05:38PM	Him & Hers Health stock soars on Q1 revenue beat, Q2 guidance (Yahoo Finance Video)
04:05PM	Hims & Hers Health, Inc. Reports First Quarter 2024 Financial Results (Business Wire)
May-03-24 12:04PM	Should You Buy Hims & Hers Health (HIMS) Ahead of Q1 Earnings? (Zacks) -8.01%
09:55AM	Bears are Losing Control Over Hims & Hers Health (HIMS), Here's Why It's a 'Buy' Now (Zacks)
May-02-24 09:30AM	Brokers Suggest Investing in Hims & Hers Health (HIMS): Read This Before Placing a Bet (Zacks)
09:00AM	Is Most-Watched Stock Hims & Hers Health, Inc. (HIMS) Worth Betting on Now? (Zacks)
Apr-22-24 06:00PM	Hims & Hers Health, Inc. (HIMS) Stock Sinks As Market Gains: What You Should Know (Zacks)
Apr-18-24 06:15PM	Hims & Hers Health, Inc. (HIMS) Suffers a Larger Drop Than the General Market: Key Insights (Zacks)
Apr-16-24 03:54PM	Jefferies downgrades Hims & Hers Health on growth concerns (Yahoo Finance Video)
Apr-15-24 04:05PM	Hims & Hers to Announce First Quarter 2024 Financial Results on May 6, 2024 (Business Wire) -5.30%
Apr-11-24 05:50PM	Hims & Hers Health, Inc. (HIMS) Rises But Trails Market: What Investors Should Know (Zacks)
Apr-04-24 05:14PM	Hims & Hers Appoints Christopher Payne, Seasoned Tech Industry Executive, as Newest Board Member (Business Wire) -5.35%
Apr-03-24 09:00AM	Hims & Hers Appoints Christopher Payne, Seasoned Tech Industry Executive, as Newest Board Member (Business Wire)
Mar-28-24 01:38PM	15 Best Beauty Stocks To Invest In (Insider Monkey)
Mar-22-24 03:53PM	Nvidia's valuation forecasts aren't 'justified': Portfolio manager (Yahoo Finance Video)
Mar-11-24 08:00AM	Hims & Hers to Participate in Canaccord Genuity's Virtual eCommerce Sustainable Advantage Forum on March 14, 2024 (Business Wire)
Mar-05-24 12:00PM	What Makes Hims & Hers Health, Inc. (HIMS) a Strong Momentum Stock: Buy Now? (Zacks)
Feb-29-24 12:20PM	Why Hims & Hers Health, Inc. (HIMS) Might be Well Poised for a Surge (Zacks)
Feb-26-24 05:08PM	Hims & Hers Health, Unity Software: After-Hours Movers (Yahoo Finance Video) +7.67% +31.02%
04:05PM	Hims & Hers Health, Inc. Reports Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Feb-20-24 08:00AM	Hims & Hers Names Dan Kenger as the Companys First Chief Design Officer (Business Wire)
Feb-05-24 04:05PM	Hims & Hers to Announce Fourth Quarter and Full Year 2023 Financial Results on February 26, 2024 (Business Wire) +10.05%
Jan-11-24 09:00AM	Hims & Hers Teams with Hartford HealthCare to Connect People to In-person Care (Business Wire)
Jan-04-24 12:23PM	WeightWatchers Sinks as Eli Lilly Launches Weight-Loss Drug Delivery (Bloomberg) -6.41%
Dec-04-23 09:15AM	Hims & Hers Launches Holistic Weight Loss Program to Break the Endless Cycle of Weight Gain and Loss (Business Wire)
Nov-06-23 04:05PM	Hims & Hers Health, Inc. Reports Third Quarter 2023 Financial Results and Raises Full Year 2023 Outlook (Business Wire) +10.99%
04:05PM	Hims & Hers Health, Inc. Announces $50 Million Share Repurchase Program Authorization (Business Wire)
09:15AM	Hims & Hers Introduces MedMatch, The Next Generation of Intelligent Diagnostic Services (Business Wire)
Oct-19-23 10:00AM	Hims & Hers Names Khobi Brooklyn As Chief Communications Officer (Business Wire)
Oct-16-23 09:00AM	Hims & Hers to Announce Third Quarter 2023 Financial Results on November 6, 2023 (Business Wire)
Oct-13-23 11:31AM	What healthcare execs are saying on staffing, AI, weight loss drugs (Yahoo Finance Video)
Sep-06-23 04:05PM	Hims & Hers Named on Fortune Media and Great Place to Works 2023 Best Workplaces in Health Care List (Business Wire)
Aug-08-23 10:32AM	Moody's bank downgrades, Novavax, Hims & Hers, Olaplex: Trending stocks (Yahoo Finance Video) -5.82%
Aug-07-23 04:40PM	Hims & Hers weight loss business to launch by end of 2023 (Yahoo Finance)
04:15PM	Hims & Hers Health, Inc. Reports Second Quarter 2023 Financial Results and Raises Full Year 2023 Outlook (Business Wire)
Jul-31-23 12:30PM	Hims & Hers Expands Into Cardiovascular Health with New Dual-Action Capabilities (Business Wire)
Jul-28-23 10:13AM	Block upgraded, Southwest downgraded: Wall Street's top analyst calls (The Fly)
Jul-24-23 09:00AM	Hims & Hers to Announce Second Quarter 2023 Financial Results on August 7, 2023 (Business Wire)
Jun-13-23 11:01AM	Half of Women Experience Hair Loss; Hers Unveils Innovative Line of Personalized Solutions (Business Wire)
May-08-23 04:15PM	Hims & Hers Health, Inc. Reports First Quarter 2023 Financial Results and Raises Full Year 2023 Outlook (Business Wire) -10.13%
Apr-17-23 04:05PM	Hims & Hers to Announce First Quarter 2023 Financial Results on May 8, 2023 (Business Wire) +10.33%
Mar-23-23 12:00PM	Hims & Hers Certified as a Great Place to Work (Business Wire)
Mar-16-23 02:00PM	Hims & Hers Welcomes Five New Experts to Its Medical Advisory Board (Business Wire) +10.43%
Mar-15-23 12:00PM	Hims & Hers Announces New Anti-Dandruff Shampoo for Hims Customers (Business Wire)
Mar-14-23 12:00PM	Hims & Hers Appoints Senior Vice President of Mental Health Advancing Efforts to Provide the Highest Quality of Innovative Care for Anxiety and Depression (Business Wire)

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Okupe Oluyemi	Chief Financial Officer	Sep 03 '24	Option Exercise	5.01	9,199	46,087	193,078	Sep 05 06:37 PM
Okupe Oluyemi	Chief Financial Officer	Sep 03 '24	Sale	14.60	11,609	169,479	181,469	Sep 05 06:37 PM
Boughton Soleil	Chief Legal Officer	Sep 03 '24	Sale	14.65	2,345	34,354	159,796	Sep 05 06:37 PM
Baird Melissa	Chief Operating Officer	Sep 03 '24	Option Exercise	0.40	11,884	4,754	597,684	Sep 05 06:37 PM
Baird Melissa	Chief Operating Officer	Sep 04 '24	Option Exercise	0.40	11,749	4,700	597,549	Sep 05 06:37 PM
Baird Melissa	Chief Operating Officer	Sep 05 '24	Option Exercise	0.40	11,749	4,700	597,549	Sep 05 06:37 PM
Baird Melissa	Chief Operating Officer	Sep 03 '24	Sale	14.49	11,884	172,225	585,800	Sep 05 06:37 PM
Baird Melissa	Chief Operating Officer	Sep 04 '24	Sale	14.65	11,749	172,103	585,800	Sep 05 06:37 PM
Baird Melissa	Chief Operating Officer	Sep 05 '24	Sale	14.40	11,749	169,159	585,800	Sep 05 06:37 PM
Dudum Andrew	Chief Executive Officer	Sep 03 '24	Option Exercise	2.43	188,888	458,998	222,390	Sep 05 06:37 PM
Dudum Andrew	Chief Executive Officer	Sep 03 '24	Sale	14.56	188,888	2,750,096	33,502	Sep 05 06:37 PM
Dudum Andrew	Chief Executive Officer	Sep 03 '24	Sale	14.50	144,444	2,094,828	795,490	Sep 05 06:37 PM
Melissa Baird	Officer	Sep 05 '24	Proposed Sale	14.43	11,749	169,538		Sep 05 05:22 PM
Melissa Baird	Officer	Sep 04 '24	Proposed Sale	14.61	11,749	171,653		Sep 04 06:27 PM
Oluyemi Okupe	Officer	Sep 03 '24	Proposed Sale	14.50	371,177	5,382,066		Sep 03 05:18 PM
Melissa Baird	Officer	Sep 03 '24	Proposed Sale	14.50	11,884	172,318		Sep 03 05:18 PM
Andrew Dudum	Officer	Sep 03 '24	Proposed Sale	14.50	333,332	4,833,314		Sep 03 05:18 PM
Boughton Soleil	Officer	Sep 03 '24	Proposed Sale	14.65	2,345	34,354		Sep 03 12:13 PM
Pendarvis Christiane	Director	Aug 27 '24	Sale	15.15	7,000	106,064	23,917	Aug 28 04:28 PM
Pendarvis Christiane	Director	Aug 27 '24	Proposed Sale	15.15	7,000	106,067		Aug 27 11:09 AM
Boughton Soleil	Chief Legal Officer	Aug 20 '24	Sale	16.71	2,334	39,001	162,141	Aug 21 04:26 PM
Boughton Soleil	Officer	Aug 20 '24	Proposed Sale	16.71	2,334	39,001		Aug 20 12:34 PM
Becklund Irene	PAO	Aug 16 '24	Option Exercise	9.41	472	4,442	3,385	Aug 19 05:08 PM
Becklund Irene	PAO	Aug 16 '24	Sale	15.66	472	7,392	2,913	Aug 19 05:08 PM
Becklund Irene	Officer	Aug 16 '24	Proposed Sale	15.66	472	7,392		Aug 16 01:39 PM
Okupe Oluyemi	Chief Financial Officer	Aug 13 '24	Option Exercise	5.01	6,430	32,214	183,879	Aug 14 04:15 PM
Boughton Soleil	Chief Legal Officer	Aug 06 '24	Sale	17.30	2,334	40,378	164,475	Aug 07 08:30 PM
Dudum Andrew	Chief Executive Officer	Aug 05 '24	Option Exercise	2.43	188,888	458,998	222,390	Aug 07 08:30 PM
Dudum Andrew	Chief Executive Officer	Aug 05 '24	Sale	16.47	188,888	3,110,912	33,502	Aug 07 08:30 PM
Dudum Andrew	Chief Executive Officer	Aug 05 '24	Sale	16.57	144,444	2,393,699	889,993	Aug 07 08:30 PM
Baird Melissa	Chief Operating Officer	Aug 05 '24	Option Exercise	0.40	16,784	6,714	602,584	Aug 07 08:30 PM
Baird Melissa	Chief Operating Officer	Aug 06 '24	Option Exercise	0.40	16,784	6,714	602,584	Aug 07 08:30 PM
Baird Melissa	Chief Operating Officer	Aug 07 '24	Option Exercise	0.40	16,649	6,660	602,449	Aug 07 08:30 PM
Baird Melissa	Chief Operating Officer	Aug 05 '24	Sale	17.37	16,784	291,502	585,800	Aug 07 08:30 PM
Baird Melissa	Chief Operating Officer	Aug 06 '24	Sale	17.00	16,784	285,308	585,800	Aug 07 08:30 PM
Baird Melissa	Chief Operating Officer	Aug 07 '24	Sale	16.22	16,649	269,998	585,800	Aug 07 08:30 PM
Melissa Baird	Officer	Aug 07 '24	Proposed Sale	16.04	16,649	267,050		Aug 07 05:12 PM
Melissa Baird	Officer	Aug 06 '24	Proposed Sale	16.88	16,784	283,314		Aug 06 04:49 PM
Boughton Soleil	Officer	Aug 06 '24	Proposed Sale	17.30	2,334	40,378		Aug 06 10:25 AM
Melissa Baird	Officer	Aug 05 '24	Proposed Sale	17.84	16,784	299,427		Aug 05 05:28 PM
Chi Michael	Chief Commercial Officer	Aug 01 '24	Option Exercise	11.53	2,054	23,683	187,380	Aug 02 04:30 PM
Chi Michael	Chief Commercial Officer	Aug 01 '24	Sale	22.00	2,054	45,188	185,326	Aug 02 04:30 PM
Chi Michael	Officer	Aug 01 '24	Proposed Sale	22.00	2,054	45,188		Aug 01 03:11 PM
Boughton Soleil	Chief Legal Officer	Jul 23 '24	Sale	20.29	2,335	47,377	166,809	Jul 25 04:41 PM
Chi Michael	Chief Commercial Officer	Jul 23 '24	Option Exercise	13.90	7,500	104,250	192,826	Jul 25 04:41 PM
Chi Michael	Chief Commercial Officer	Jul 24 '24	Option Exercise	5.01	17,303	86,688	202,629	Jul 25 04:41 PM
Chi Michael	Chief Commercial Officer	Jul 24 '24	Sale	22.25	17,303	384,992	185,326	Jul 25 04:41 PM
Chi Michael	Chief Commercial Officer	Jul 23 '24	Sale	22.00	7,500	165,000	185,326	Jul 25 04:41 PM
Chi Michael	Chief Commercial Officer	Jul 12 '24	Option Exercise	7.86	9,313	73,189	194,639	Jul 16 06:19 PM
Chi Michael	Chief Commercial Officer	Jul 12 '24	Sale	22.00	9,313	204,886	185,326	Jul 16 06:19 PM
Becklund Irene	PAO	Jul 16 '24	Option Exercise	9.41	472	4,442	3,385	Jul 16 06:19 PM
Becklund Irene	PAO	Jul 16 '24	Sale	23.23	472	10,965	2,913	Jul 16 06:19 PM
Boughton Soleil	Chief Legal Officer	Jul 09 '24	Sale	20.28	2,335	47,354	169,144	Jul 09 06:22 PM
Baird Melissa	Chief Operating Officer	Jul 05 '24	Option Exercise	0.40	17,625	7,050	603,425	Jul 09 06:22 PM
Baird Melissa	Chief Operating Officer	Jul 08 '24	Option Exercise	0.40	17,625	7,050	603,425	Jul 09 06:22 PM
Baird Melissa	Chief Operating Officer	Jul 09 '24	Option Exercise	0.40	17,625	7,050	603,425	Jul 09 06:22 PM
Baird Melissa	Chief Operating Officer	Jul 08 '24	Sale	20.90	17,625	368,380	585,800	Jul 09 06:22 PM
Baird Melissa	Chief Operating Officer	Jul 05 '24	Sale	20.51	17,625	361,561	585,800	Jul 09 06:22 PM
Baird Melissa	Chief Operating Officer	Jul 09 '24	Sale	20.42	17,625	359,887	585,800	Jul 09 06:22 PM
Dudum Andrew	Chief Executive Officer	Jul 03 '24	Option Exercise	2.43	188,888	458,998	222,390	Jul 08 06:45 PM
Dudum Andrew	Chief Executive Officer	Jul 03 '24	Sale	20.75	188,888	3,918,737	33,502	Jul 08 06:45 PM
Dudum Andrew	Chief Executive Officer	Jul 03 '24	Sale	20.69	144,444	2,988,763	1,021,534	Jul 08 06:45 PM
Chi Michael	Chief Commercial Officer	Jun 24 '24	Option Exercise	5.01	17,303	86,688	202,629	Jun 25 09:22 PM
Chi Michael	Chief Commercial Officer	Jun 24 '24	Sale	22.07	17,303	381,877	185,326	Jun 25 09:22 PM
Boughton Soleil	Chief Legal Officer	Jun 25 '24	Sale	22.18	2,335	51,790	171,479	Jun 25 09:22 PM
Okupe Oluyemi	Chief Financial Officer	Jun 25 '24	Sale	22.21	11,546	256,490	177,449	Jun 25 09:22 PM
Dudum Andrew	Chief Executive Officer	Jun 20 '24	Sale	22.97	45,755	1,051,087	33,502	Jun 21 04:31 PM
Chi Michael	Chief Commercial Officer	Jun 20 '24	Option Exercise	13.90	7,500	104,250	192,826	Jun 21 04:31 PM
Chi Michael	Chief Commercial Officer	Jun 20 '24	Sale	24.50	7,500	183,750	185,326	Jun 21 04:31 PM
Becklund Irene	PAO	Jun 17 '24	Option Exercise	9.41	472	4,442	16,626	Jun 18 05:28 PM
Becklund Irene	PAO	Jun 18 '24	Sale	23.59	13,241	312,355	2,913	Jun 18 05:28 PM
Becklund Irene	PAO	Jun 17 '24	Sale	24.10	472	11,375	16,154	Jun 18 05:28 PM
Chi Michael	Chief Commercial Officer	Jun 18 '24	Sale	23.59	25,549	602,701	185,326	Jun 18 05:27 PM
Boughton Soleil	Chief Legal Officer	Jun 11 '24	Sale	21.47	2,510	53,890	154,345	Jun 12 04:33 PM
Chi Michael	Chief Commercial Officer	Jun 11 '24	Option Exercise	11.60	374,669	4,344,432	551,341	Jun 12 04:33 PM
Chi Michael	Chief Commercial Officer	Jun 10 '24	Option Exercise	9.24	17,571	162,396	194,243	Jun 12 04:33 PM
Chi Michael	Chief Commercial Officer	Jun 11 '24	Sale	22.05	374,669	8,262,501	176,672	Jun 12 04:33 PM
Chi Michael	Chief Commercial Officer	Jun 10 '24	Sale	22.01	17,571	386,694	176,672	Jun 12 04:33 PM
Okupe Oluyemi	Chief Financial Officer	Jun 06 '24	Option Exercise	5.52	93,794	518,130	245,474	Jun 10 04:36 PM
Okupe Oluyemi	Chief Financial Officer	Jun 06 '24	Sale	21.42	98,635	2,113,225	146,839	Jun 10 04:36 PM
Dudum Andrew	Chief Executive Officer	Jun 04 '24	Option Exercise	2.43	188,888	458,998	188,888	Jun 05 06:47 PM
Dudum Andrew	Chief Executive Officer	Jun 04 '24	Sale	19.88	188,888	3,754,840	0	Jun 05 06:47 PM
Dudum Andrew	Chief Executive Officer	Jun 04 '24	Sale	19.88	144,444	2,871,358	1,165,978	Jun 05 06:47 PM
Baird Melissa	Chief Operating Officer	Jun 03 '24	Option Exercise	0.40	70,506	28,202	611,938	Jun 05 06:46 PM
Baird Melissa	Chief Operating Officer	Jun 04 '24	Option Exercise	0.40	17,625	7,050	559,057	Jun 05 06:46 PM
Baird Melissa	Chief Operating Officer	Jun 05 '24	Option Exercise	0.40	17,625	7,050	559,057	Jun 05 06:46 PM
Baird Melissa	Chief Operating Officer	Jun 03 '24	Sale	20.37	70,506	1,435,950	541,432	Jun 05 06:46 PM
Baird Melissa	Chief Operating Officer	Jun 05 '24	Sale	21.33	17,625	375,977	541,432	Jun 05 06:46 PM
Baird Melissa	Chief Operating Officer	Jun 04 '24	Sale	20.42	17,625	359,860	541,432	Jun 05 06:46 PM
Chi Michael	Chief Commercial Officer	May 31 '24	Option Exercise	5.02	396,181	1,989,030	570,553	Jun 04 04:19 PM
Chi Michael	Chief Commercial Officer	Jun 03 '24	Option Exercise	6.76	125,199	846,443	278,634	Jun 04 04:19 PM
Chi Michael	Chief Commercial Officer	May 31 '24	Sale	19.45	396,181	7,705,344	176,672	Jun 04 04:19 PM
Chi Michael	Chief Commercial Officer	Jun 03 '24	Sale	20.88	125,199	2,614,095	176,672	Jun 04 04:19 PM
Boughton Soleil	Chief Legal Officer	May 30 '24	Option Exercise	5.01	129,667	649,632	286,522	Jun 03 04:22 PM
Boughton Soleil	Chief Legal Officer	May 30 '24	Sale	20.55	129,667	2,665,244	156,855	Jun 03 04:22 PM
Boughton Soleil	Chief Legal Officer	May 28 '24	Sale	17.33	2,502	43,360	156,855	May 29 04:54 PM
Okupe Oluyemi	Chief Financial Officer	May 21 '24	Option Exercise	5.01	28,084	140,701	189,811	May 22 04:16 PM
Okupe Oluyemi	Chief Financial Officer	May 21 '24	Sale	17.88	38,131	681,689	151,680	May 22 04:16 PM
Okupe Oluyemi	Chief Financial Officer	May 20 '24	Sale	20.01	6,900	138,043	161,727	May 22 04:16 PM
Payne Christopher D	Director	May 21 '24	Buy	17.74	110,000	1,951,763	110,000	May 22 04:16 PM

Open in Screener

BBY

Best Buy Co. Inc.

Sep 06 • 04:00PM ET

98.50

Dollar change -0.91
Percentage change -0.92	%

Consumer Cyclical • Specialty Retail • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI SCHD VOO VO DVY SPY SDY IVV QUAL VTV

Index	S&P 500	P/E	16.98	EPS (ttm)	5.80	Insider Own	7.96%	Shs Outstand	215.40M	Perf Week	-1.68%
Market Cap	21.25B	Forward P/E	14.38	EPS next Y	6.85	Insider Trans	-23.86%	Shs Float	198.54M	Perf Month	22.06%
Income	1.26B	PEG	-	EPS next Q	1.29	Inst Own	85.27%	Short Float	6.55%	Perf Quarter	11.73%
Sales	42.54B	P/S	0.50	EPS this Y	-1.87%	Inst Trans	-3.43%	Short Ratio	4.15	Perf Half Y	23.87%
Book/sh	14.45	P/B	6.82	EPS next Y	9.57%	ROA	8.14%	Short Interest	13.00M	Perf Year	33.58%
Cash/sh	8.55	P/C	11.52	EPS next 5Y	-1.10%	ROE	42.41%	52W Range	62.30 - 103.71	Perf YTD	25.83%
Dividend Est.	3.76 (3.82%)	P/FCF	15.50	EPS past 5Y	1.77%	ROI	19.15%	52W High	-5.02%	Beta	1.47
Dividend TTM	3.72 (3.78%)	Quick Ratio	0.34	Sales past 5Y	0.58%	Gross Margin	22.22%	52W Low	58.11%	ATR (14)	2.93
Dividend Ex-Date	Sep 19, 2024	Current Ratio	1.01	EPS Y/Y TTM	-0.24%	Oper. Margin	4.20%	RSI (14)	69.05	Volatility	2.58% 2.40%
Employees	85000	Debt/Eq	1.32	Sales Y/Y TTM	-4.14%	Profit Margin	2.96%	Recom	2.31	Target Price	104.95
Option/Short	Yes / Yes	LT Debt/Eq	1.12	EPS Q/Q	7.14%	Payout	64.79%	Rel Volume	0.78	Prev Close	99.41
Sales Surprise	0.60%	EPS Surprise	15.66%	Sales Q/Q	-3.08%	Earnings	Aug 29 BMO	Avg Volume	3.13M	Price	98.50
SMA20	10.67%	SMA50	13.50%	SMA200	24.15%	Trades		Volume	2,453,001	Change	-0.92%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-30-24	Reiterated	Telsey Advisory Group	Outperform	$95 → $115
Jun-17-24	Upgrade	UBS	Neutral → Buy	$85 → $106
Jun-03-24	Upgrade	Citigroup	Sell → Buy	$67 → $100
May-23-24	Downgrade	Telsey Advisory Group	Outperform → Market Perform	$95
Apr-08-24	Reiterated	Jefferies	Buy	$95 → $94
Mar-22-24	Upgrade	JP Morgan	Neutral → Overweight	$89 → $101
Mar-20-24	Upgrade	Telsey Advisory Group	Market Perform → Outperform	$85 → $95
Mar-01-24	Reiterated	Telsey Advisory Group	Market Perform	$75 → $85
Dec-11-23	Upgrade	Jefferies	Hold → Buy	$69 → $89
Nov-22-23	Reiterated	Telsey Advisory Group	Market Perform	$80 → $75
Oct-19-23	Upgrade	Goldman	Neutral → Buy	$79 → $85
Feb-27-23	Downgrade	Telsey Advisory Group	Outperform → Market Perform	$88 → $83
Feb-08-23	Initiated	Barclays	Equal Weight	$88
Jan-12-23	Downgrade	Exane BNP Paribas	Outperform → Neutral
Dec-20-22	Initiated	Credit Suisse	Neutral	$90
Dec-14-22	Downgrade	BofA Securities	Neutral → Underperform	$80 → $69
Dec-12-22	Upgrade	Goldman	Sell → Neutral	$59 → $83
Oct-19-22	Downgrade	Evercore ISI	Outperform → In-line	$80 → $70
Jul-28-22	Downgrade	Jefferies	Buy → Hold	$106 → $71
Jun-14-22	Downgrade	BofA Securities	Buy → Neutral

Show Previous Ratings

Today 01:03AM	Decoding Best Buy Co Inc (BBY): A Strategic SWOT Insight (GuruFocus.com)
Sep-05-24 07:31AM	Best Buy teams with NFL, NBC; introduces 'spokeshologram' (Chain Store Age)
04:36AM	Sealed Air introduces recycled packaging for Best Buy (Packaging Gateway)
Sep-04-24 04:30PM	Sealed Air Provides Packaging Solutions for Best Buy (PR Newswire)
Sep-03-24 07:01PM	Insider Sale: Kathleen Scarlett Sells 40,169 Shares of Best Buy Co Inc (BBY) (GuruFocus.com)
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Sep-02-24 09:20PM	Jim Cramer Says I Think Its All Coming Together For Best Buy Co. Inc. (BBY) (Insider Monkey)
Aug-30-24 05:28PM	Analyst Report: Best Buy Co., Inc. (Morningstar Research)
08:00AM	Best Buy Announces Regular Quarterly Cash Dividend (Business Wire)
Aug-29-24 05:10PM	S&P 500 Gains and Losses Today: Dollar General Stock Plummets After Earnings Miss (Investopedia) +14.11%
03:17PM	Best Buy (BBY) Q2 2025 Earnings Call Transcript (Motley Fool)
02:34PM	Heard on the Street: Best Buy Rally Doesnt Compute (The Wall Street Journal)
01:41PM	Top Stock Movers Now: Best Buy, Dollar General, Nvidia, and More (Investopedia)
12:46PM	Why Is Best Buy (BBY) Stock Soaring Today (StockStory)
12:42PM	Why Best Buy's Stock Hit Its Highest Point in Over Two Years Today (Investopedia)
12:14PM	Best Buy beats earnings estimates as its sales decline stabilizes (Yahoo Finance)
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12:14PM	Best Buy beat earnings estimates as its sales decline stabilizes (Yahoo Finance)
12:01PM	Retail earnings are painting a mixed picture of the consumer (Yahoo Finance Video)
10:54AM	Why Best Buy Stock Just Jumped 16.5% (Motley Fool)
10:27AM	Best Buy stock jumps on Q2 results, profit outlook boost (Yahoo Finance Video)
10:07AM	UBS' Michael Lasser breaks down Dollar General, Best Buy Q2 earnings results (CNBC TV)
09:42AM	Best Buy Stock Surges After Sales Beat Forecasts and Retailer Raises Outlook (The Wall Street Journal)
09:30AM	Here's What Key Metrics Tell Us About Best Buy (BBY) Q2 Earnings (Zacks)
09:16AM	Best Buy Expects Higher Profitability and the Stock Pops (Barrons.com)
08:27AM	Best Buy Q2 Earnings: Domestic Sales Drop 3%, Raises FY25 Outlook, CEO Highlights Tablet and Computing Growth (Benzinga)
08:10AM	Best Buy (BBY) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
07:37AM	Best Buy reports another drop in quarterly sales amid cautious buying but business is stabilizing (Associated Press Finance)
07:30AM	Best Buy reports another quarterly sales drop as consumer electronics retailer faces cautious spending on gadgets (Associated Press Finance)
07:21AM	Best Buys (NYSE:BBY) Q2 Earnings Results: Revenue In Line With Expectations, Stock Soars (StockStory)
07:07AM	Best Buy: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	Best Buy Reports Second Quarter Results (Business Wire)
08:00AM	Loading…
Aug-28-24 08:00AM	Best Buy expected to post sluggish sales as consumers hold out for AI-enabled products (Yahoo Finance)
03:00AM	Best Buy (BBY) Reports Q2: Everything You Need To Know Ahead Of Earnings (StockStory)
Aug-26-24 09:15AM	Ahead of Best Buy (BBY) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
Aug-22-24 10:00AM	Analysts Estimate Best Buy (BBY) to Report a Decline in Earnings: What to Look Out for (Zacks)
Aug-20-24 12:17PM	Best Buy hosts late-summer tech extravaganza (Chain Store Age)
Aug-16-24 08:27AM	The Weekly Closeout: Amazon rebrands resale unit and seasonal hiring commences (Retail Dive)
Aug-15-24 11:24AM	Retail Stocks Climb Amid Flood of Good News (Investopedia)
11:16AM	Best Buy offers live delivery tracking for large items (Chain Store Age)
Aug-02-24 08:50AM	Why Fast-paced Mover Best Buy (BBY) Is a Great Choice for Value Investors (Zacks)
Jul-29-24 04:00PM	A Former CEO Is Selling This Dividend Stock, Cause For Concern? (Benzinga)
12:00PM	What Makes Best Buy (BBY) a New Buy Stock (Zacks)
Jul-28-24 06:00AM	3 Stocks That Scored Big on Amazon Prime Day (InvestorPlace)
Jul-24-24 10:15AM	Double-Digit Triumphs: 3 Stocks Pegged to Ride the Feds Cut (InvestorPlace)
Jul-23-24 07:17AM	Best Buy updates brand with new tagline, hologram spokesperson (Retail Dive)
Jul-22-24 08:07PM	3 Stocks That Could Benefit Big Time From Coming Interest Rate Cuts (InvestorPlace)
05:01PM	Is Best Buy Co Inc (NYSE:BBY) the Best AI Consumer and Retail Stock to Buy? (Insider Monkey)
07:55AM	Best Buy (BBY) Gains on Strategic Customer-Centric Initiatives (Zacks)
Jul-21-24 11:55PM	Cloudflare, Inc. (NET): Do Hedge Funds Think This Stock Will Skyrocket Soon? (Insider Monkey)
Jul-20-24 01:00PM	3 Consumer Tech Powerhouses to Buy in July (InvestorPlace)
Jul-16-24 03:09AM	Specialty Retail Stocks Q1 Recap: Benchmarking Best Buy (NYSE:BBY) (StockStory)
Jul-08-24 09:14AM	Best Buy Canada to open 167 small-format stores (Retail Dive)
Jul-03-24 06:00AM	New York Pension Fund to Vote Against Best Buy Chairman in Dispute Over LGBTQ Support (The Wall Street Journal)
Jul-02-24 09:00AM	Will Best Buy (BBY) Tech Endeavors Help Navigate Challenges? (Zacks)
Jun-28-24 04:52AM	Specialty Retail Stocks Q1 Teardown: GameStop (NYSE:GME) Vs The Rest (StockStory)
Jun-27-24 01:24PM	The 3 Hottest Stock Upgrades From Last Week (InvestorPlace)
Jun-26-24 09:00AM	The 7 Smartest Consumer Stocks to Buy With $500 Right Now (InvestorPlace)
09:00AM	First Best Buy Express store opens today - Best Buy Canada and Bell Canada launch innovative retail partnership (PR Newswire)
Jun-24-24 09:00AM	Wall Street Favorites: 3 Retail Stocks With Strong Buy Ratings for June 2024 (InvestorPlace)
Jun-21-24 01:53PM	Delta Stock Is Rebounding. Its CEO Explains Why It Can Fly Higher. (Barrons.com)
Jun-19-24 07:59PM	Did Best Buy Co., Inc. (BBY)s Restructuring Efforts Improve Its Earnings Potential? (Insider Monkey)
06:53PM	10 Stocks Receiving a Massive Vote of Approval From Wall Street Analysts (Insider Monkey)
05:30AM	Best Buy Stock Is Surging on AI Hype. Is It Time to Buy? (Motley Fool)
02:15AM	Best Buy Stock (NYSE:BBY): Still Attractive at New 52-Week High (TipRanks)
Jun-18-24 03:25PM	Best Buy launches exclusive Microsoft AI PC partnership (Chain Store Age)
08:33AM	Best Buy Trains 30,000 for Microsofts AI Laptops Launch (Bloomberg)
08:00AM	Ulike Makes Debut Entrance Into U.S. Retail Market Via Strategic Partnership with Best Buy (PR Newswire)
07:30AM	Shrinkflation, shoplifting, and self-checkout (Yahoo Finance Video)
Jun-17-24 01:01PM	Bullish S&P 500 calls, weak China industrial output: Morning Brief (Yahoo Finance Video)
12:26PM	Top Stock Movers Now: Autodesk, Micron Technology, AMC Networks, and More (Investopedia)
11:31AM	Best Buy Stock Is Higher. Shares Are Fully Charged, New Bull Says. (Barrons.com)
09:59AM	UBS upgrades Best Buy to Buy, raises price target to $106 (Yahoo Finance Video)
08:30AM	What a Biden-Trump rematch means for the largest retail stocks (Yahoo Finance Video)
07:39AM	Midday movers: Autodesk, Broadcom, Best Buy rise; Coinbase falls (Investing.com)
Jun-16-24 07:39PM	Analyst Report: Best Buy Co., Inc. (Morningstar Research)
Jun-12-24 11:55AM	AAPL Stock Alert: Apple Retakes Throne as No. 1 Most Valuable Company (InvestorPlace)
11:36AM	Wedbush Just Cut Its Price Target on GameStop (GME) Stock (InvestorPlace)
11:21AM	Nathan's Famous Posts Q4 Results Amid Hot Dog Eating Contest Drama (InvestorPlace)
11:00AM	Best Buy Layoffs 2024: What to Know About the Latest BBY Job Cuts (InvestorPlace)
08:00AM	Best Buy (BBY) Rides on Innovation & Operational Efficiency (Zacks)
Jun-11-24 01:21PM	Anti-Woke Shareholders Are Going After Corporate Boards (The Wall Street Journal)
Jun-09-24 08:30AM	Why I still think GameStop is a trap (Yahoo Finance)
01:07AM	Street calls of the week: Upgrades for Best Buy and Lululemon (Investing.com)
Jun-08-24 01:02AM	Decoding Best Buy Co Inc (BBY): A Strategic SWOT Insight (GuruFocus.com)
Jun-07-24 07:05AM	The 3 Best Dividend Growth Stocks to Buy in June 2024 (InvestorPlace)
Jun-06-24 04:36PM	Best Buy fulfills direct-to-consumer electronics brand sales from stores (Chain Store Age)
09:00AM	Best Buy Canada Introduces Teen Tech for Tomorrow (PR Newswire)
Jun-05-24 04:30PM	Best Buy to Present at the Oppenheimer 24th Annual Consumer Growth and E-Commerce Conference on June 10 (Business Wire)
12:42PM	Best Buy Slims Down And Pumps Profits Despite Slowing Sales (Investor's Business Daily)
10:16AM	Jim Cramer: Don't Buy TEGNA Inc (NYSE:TGNA) (Insider Monkey)
10:00AM	Jim Cramer Says Beyond Meat Inc (NASDAQ:BYND) is 'Way Too Risky' (Insider Monkey)
09:57AM	Here's Why Jim Cramer is Bearish on Crown Castle Inc (NYSE:CCI) (Insider Monkey)
09:53AM	Here's Why Jim Cramer is Bearish on Palantir Technologies Inc (NYSE:PLTR) (Insider Monkey)
09:49AM	Here's Why Jim Cramer Says You Should Not Buy Bristol-Myers Squibb Co (NYSE:BMY) (Insider Monkey)
09:42AM	Jim Cramer Says You Should Not Buy These 11 Stocks (Insider Monkey)
Jun-04-24 07:33PM	Analysts revise Best Buy stock-price targets after earnings (TheStreet)
03:43PM	Best Buy Stock Reaches 80-Plus RS Rating Benchmark (Investor's Business Daily)
12:37PM	Implied Volatility Surging for Best Buy (BBY) Stock Options (Zacks)
10:59AM	Best Buy Catches AI Fever (The Wall Street Journal)
Jun-03-24 05:43PM	GameStop rally, NYSE glitch, Best Buy upgrade: Market Domination (Yahoo Finance Video)
04:16PM	Best Buy gets double upgrade to Buy from Sell from Citi (Yahoo Finance Video)

Best Buy Co., Inc. engages in the provision of consumer technology products and services. It operates through two business segments: Domestic and International. The Domestic segment includes operations in all states, districts, and territories of the U.S., operating under various brand names, including Best Buy, Best Buy Mobile, Geek Squad, Magnolia Audio Video, Napster, and Pacific Sales. The International segment is made up of all operations outside the U.S. and its territories, including Canada, Europe, China, Mexico, and Turkey. It also markets its products under the brand names: Best Buy, bestbuy.com, Best Buy Direct, Best Buy Express, Best Buy Mobile, Geek Squad, GreatCall, Magnolia and Pacific Kitchen and Home. The company was founded by Richard M. Schulze in 1966 and is headquartered in Richfield, MN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Scarlett Kathleen	SEVP, HR, Corp Affair & Canada	Aug 30 '24	Option Exercise	61.34	40,169	2,464,055	117,141	Sep 03 04:23 PM
Scarlett Kathleen	SEVP, HR, Corp Affair & Canada	Aug 30 '24	Sale	99.60	40,169	4,000,732	76,972	Sep 03 04:23 PM
Bonfig Jason J	SEVP Cust. Offerings & Fulfill	Aug 29 '24	Option Exercise	69.11	25,000	1,727,750	75,949	Sep 03 04:23 PM
Bonfig Jason J	SEVP Cust. Offerings & Fulfill	Aug 29 '24	Sale	101.00	25,000	2,525,000	50,949	Sep 03 04:23 PM
Scarlett Kathleen	Officer	Aug 30 '24	Proposed Sale	99.60	40,169	4,000,731		Aug 30 11:41 AM
Bonfig Jason J	Officer	Aug 29 '24	Proposed Sale	101.00	25,000	2,525,000		Aug 29 02:03 PM
Barry Corie S	CEO	Aug 16 '24	Option Exercise	29.91	14,730	440,574	447,599	Aug 19 04:31 PM
SCHULZE RICHARD M	Chairman Emeritus	Jul 23 '24	Sale	89.05	311,458	27,736,302	13,691,395	Jul 25 04:39 PM
SCHULZE RICHARD M	Chairman Emeritus	Jul 24 '24	Sale	88.25	88,542	7,814,183	13,602,853	Jul 25 04:39 PM
SCHULZE RICHARD M	Chairman Emeritus	Jul 18 '24	Sale	88.46	691,328	61,156,447	14,911,525	Jul 22 06:02 PM
SCHULZE RICHARD M	Chairman Emeritus	Jul 22 '24	Sale	88.29	600,000	52,971,356	14,002,853	Jul 22 06:02 PM
SCHULZE RICHARD M	Chairman Emeritus	Jul 19 '24	Sale	88.44	308,672	27,299,870	14,602,853	Jul 22 06:02 PM
Bonfig Jason J	SEVP Cust. Offerings & Fulfill	Jul 08 '24	Sale	83.02	3,500	290,570	50,714	Jul 10 04:58 PM
Watson Mathew	SVP, Controller & CAO	Jun 06 '24	Option Exercise	29.91	2,319	69,361	22,598	Jun 07 04:38 PM
Watson Mathew	SVP, Controller & CAO	Jun 06 '24	Sale	88.12	2,319	204,350	20,279	Jun 07 04:38 PM
Watson Mathew	SVP, Controller & CAO	Jun 03 '24	Sale	85.81	2,000	171,628	20,279	Jun 04 05:00 PM
SCHULZE RICHARD M	Chairman Emeritus	Jun 03 '24	Sale	85.85	1,000,000	85,846,747	15,890,103	Jun 03 07:44 PM
SCHULZE RICHARD M	Chairman Emeritus	May 31 '24	Sale	80.65	1,000,000	80,651,457	16,890,103	Jun 03 07:44 PM
SCHULZE RICHARD M	Chairman Emeritus	May 30 '24	Sale	80.21	1,000,000	80,214,947	8,850	Jun 03 07:44 PM
Watson Mathew	SVP, Controller & CAO	Apr 17 '24	Sale	75.76	27	2,046	22,279	Apr 19 04:30 PM
Scarlett Kathleen	SEVP, HR, Corp Affair & Canada	Apr 17 '24	Sale	75.76	71	5,379	76,640	Apr 19 04:30 PM
Hartman Todd G.	GC, Chief Risk Officer	Apr 17 '24	Sale	75.76	54	4,091	26,187	Apr 19 04:29 PM
Harmon Damien	SEVP, Cust., Channel Exp & Ent	Apr 17 '24	Sale	75.76	79	5,985	49,073	Apr 19 04:29 PM
Bonfig Jason J	SEVP Cust. Offerings & Fulfill	Apr 17 '24	Sale	75.76	95	7,197	54,214	Apr 19 04:29 PM
Bilunas Matthew M	SEVP Enterprise Strategy & CFO	Apr 17 '24	Sale	75.76	111	8,409	91,250	Apr 19 04:29 PM
Barry Corie S	CEO	Apr 17 '24	Sale	75.76	366	27,729	431,231	Apr 19 04:29 PM
Watson Mathew	SVP, Controller & CAO	Apr 09 '24	Sale	82.43	3,520	290,154	22,118	Apr 11 04:36 PM
Watson Mathew	SVP, Controller & CAO	Mar 22 '24	Sale	81.80	2,505	204,896	25,638	Mar 25 04:38 PM
Scarlett Kathleen	SEVP, HR, Corp Affair & Canada	Mar 22 '24	Sale	81.80	5,096	416,827	76,226	Mar 25 04:38 PM
Hartman Todd G.	GC, Chief Risk Officer	Mar 22 '24	Sale	81.80	3,973	324,972	25,912	Mar 25 04:38 PM
Bonfig Jason J	SEVP Cust. Offerings & Fulfill	Mar 22 '24	Sale	81.80	7,117	582,135	53,882	Mar 25 04:38 PM
Bilunas Matthew M	SEVP Enterprise Strategy & CFO	Mar 22 '24	Sale	81.80	8,258	675,463	90,694	Mar 25 04:38 PM
Harmon Damien	SEVP, Cust., Channel Exp & Ent	Mar 22 '24	Sale	81.80	5,898	482,427	48,727	Mar 25 04:38 PM
Barry Corie S	CEO	Mar 22 '24	Sale	81.80	28,042	2,293,695	429,159	Mar 25 04:38 PM
SCHULZE RICHARD M	Chairman Emeritus	Mar 08 '24	Sale	80.07	241,785	19,359,846	283,298	Mar 11 04:37 PM
Hartman Todd G.	GC, Chief Risk Officer	Mar 01 '24	Option Exercise	51.65	6,000	309,900	25,705	Mar 05 05:45 PM
Hartman Todd G.	GC, Chief Risk Officer	Mar 01 '24	Sale	78.23	6,000	469,380	19,705	Mar 05 05:45 PM
SCHULZE RICHARD M	Chairman Emeritus	Mar 01 '24	Sale	80.89	15,522	1,255,550	337,754	Mar 05 05:45 PM
SCHULZE RICHARD M	Chairman Emeritus	Feb 29 '24	Sale	82.35	799,670	65,854,018	341,249	Mar 01 04:27 PM
SCHULZE RICHARD M	Chairman Emeritus	Feb 28 '24	Sale	80.06	13,732	1,099,338	521,355	Mar 01 04:27 PM
SCHULZE RICHARD M	Chairman Emeritus	Dec 20 '23	Sale	77.00	110,974	8,545,542	19,566,458	Dec 22 04:38 PM
SCHULZE RICHARD M	Chairman Emeritus	Dec 14 '23	Sale	76.97	313,728	24,149,190	199,448	Dec 18 05:13 PM
SCHULZE RICHARD M	Chairman Emeritus	Dec 11 '23	Sale	75.07	48,401	3,633,657	253,370	Dec 13 06:36 PM
SCHULZE RICHARD M	Chairman Emeritus	Dec 06 '23	Sale	75.10	213,693	16,047,960	288,393	Dec 08 04:33 PM
SCHULZE RICHARD M	Chairman Emeritus	Dec 07 '23	Sale	75.04	74,178	5,565,961	267,199	Dec 08 04:33 PM
Hartman Todd G.	GC, Chief Risk Officer	Sep 22 '23	Sale	69.38	7,948	551,423	13,337	Sep 22 05:39 PM
Hartman Todd G.	GC, Chief Risk Officer	Sep 20 '23	Sale	71.18	5,000	355,894	21,285	Sep 22 05:39 PM

Open in Screener

MCB

Metropolitan Bank Holding Corp

Sep 06 • 04:00PM ET

50.40

Dollar change -0.35
Percentage change -0.69	%

Financial • Banks - Regional • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

MCB Metropolitan Bank Holding Corp daily Stock Chart

Held by: VTI IWM VXF AVUV KRE IWN DFAT VTWO FDM BSVO

Index	RUT	P/E	8.13	EPS (ttm)	6.20	Insider Own	15.19%	Shs Outstand	11.06M	Perf Week	-3.06%
Market Cap	563.98M	Forward P/E	7.07	EPS next Y	7.13	Insider Trans	-5.17%	Shs Float	9.49M	Perf Month	13.98%
Income	69.44M	PEG	-	EPS next Q	1.53	Inst Own	72.55%	Short Float	5.77%	Perf Quarter	25.00%
Sales	457.47M	P/S	1.23	EPS this Y	-9.12%	Inst Trans	-3.15%	Short Ratio	5.93	Perf Half Y	26.54%
Book/sh	61.86	P/B	0.81	EPS next Y	13.54%	ROA	1.01%	Short Interest	0.55M	Perf Year	31.18%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	10.57%	52W Range	30.20 - 57.69	Perf YTD	-8.99%
Dividend Est.	-	P/FCF	10.79	EPS past 5Y	17.67%	ROI	8.46%	52W High	-12.64%	Beta	1.13
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	33.88%	Gross Margin	-	52W Low	66.89%	ATR (14)	2.00
Dividend Ex-Date	-	Current Ratio	0.02	EPS Y/Y TTM	19.75%	Oper. Margin	21.05%	RSI (14)	54.46	Volatility	3.00% 3.62%
Employees	275	Debt/Eq	0.40	Sales Y/Y TTM	30.82%	Profit Margin	15.18%	Recom	1.00	Target Price	64.83
Option/Short	Yes / Yes	LT Debt/Eq	0.19	EPS Q/Q	9.29%	Payout	0.00%	Rel Volume	0.64	Prev Close	50.75
Sales Surprise	-0.12%	EPS Surprise	-4.64%	Sales Q/Q	25.84%	Earnings	Jul 18 AMC	Avg Volume	92.35K	Price	50.40
SMA20	3.96%	SMA50	4.48%	SMA200	14.27%	Trades		Volume	59,542	Change	-0.69%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-15-23	Initiated	Piper Sandler	Overweight	$60
Sep-27-23	Initiated	Hovde Group	Outperform	$50

Aug-30-24 08:50AM	Is the Options Market Predicting a Spike in Metropolitan Bank Holding (MCB) Stock? (Zacks)
Aug-29-24 12:05PM	Metropolitan Commercial Bank Rings NYSE Opening Bell to Commemorate 25th Anniversary (Business Wire)
Jul-25-24 07:01PM	Insider Sale: EVP and CLO Scott Lublin Sells Shares of Metropolitan Bank Holding Corp (MCB) (GuruFocus.com)
Jul-18-24 08:53PM	MCB Stock Earnings: Metropolitan Bank Holding Misses EPS, Misses Revenue for Q2 2024 (InvestorPlace)
05:30PM	Metropolitan Bank Holding (MCB) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
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05:15PM	Metropolitan Bank Holding Corp. (MCB) Q2 Earnings and Revenues Miss Estimates (Zacks)
04:05PM	Metropolitan Bank Holding Corp. Reports Second Quarter 2024 Results (Business Wire)
Jul-11-24 10:00AM	Metropolitan Bank Holding Corp. (MCB) Earnings Expected to Grow: Should You Buy? (Zacks) +8.35%
Jul-05-24 03:07PM	Metropolitan Bank Holding Corp. Announces Second Quarter 2024 Earnings Release and Conference Call Date (Business Wire)
Jun-24-24 07:00AM	Metropolitan Commercial Bank Celebrates Quarter Century Anniversary (Business Wire)
Jun-18-24 11:11AM	Here's Why Metropolitan Bank (MCB) Stock is Worth Betting On (Zacks)
Jun-12-24 09:40AM	Is Metropolitan Bank Holding (MCB) Stock Undervalued Right Now? (Zacks)
May-27-24 09:40AM	Should Value Investors Buy Metropolitan Bank Holding (MCB) Stock? (Zacks)
Apr-22-24 08:48AM	Metropolitan Bank Holding Corp. (NYSE:MCB) Q1 2024 Earnings Call Transcript (Insider Monkey) +8.32%
Apr-19-24 11:25PM	Q1 2024 Metropolitan Bank Holding Corp Earnings Call (Thomson Reuters StreetEvents) +18.01%
12:29PM	Loading…
12:29PM	Why Metropolitan Bank Holding Corp. Stock Is Up Big Today (Motley Fool)
Apr-18-24 08:53PM	MCB Stock Earnings: Metropolitan Bank Holding Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:30PM	Compared to Estimates, Metropolitan Bank Holding (MCB) Q1 Earnings: A Look at Key Metrics (Zacks)
05:15PM	Metropolitan Bank Holding Corp. (MCB) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
04:05PM	Metropolitan Bank Holding Corp. Reports First Quarter 2024 Results (Business Wire)
Apr-15-24 09:19AM	Exploring Analyst Estimates for Metropolitan Bank Holding (MCB) Q1 Earnings, Beyond Revenue and EPS (Zacks)
Apr-11-24 10:00AM	Analysts Estimate Metropolitan Bank Holding Corp. (MCB) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-10-24 12:15PM	Implied Volatility Surging for Metropolitan Bank (MCB) Stock Options (Zacks) -6.37%
Apr-05-24 06:10PM	Metropolitan Bank Holding Corp. Announces First Quarter 2024 Earnings Release and Conference Call Date (Business Wire)
Mar-12-24 10:49AM	Automated Financial Systems, Inc. Announces Metropolitan Commercial Bank's Selection of AFSVision as their Modern Commercial Lending Platform (PR Newswire)
Mar-01-24 03:48PM	Metropolitan Commercial to exit the BaaS business entirely (American Banker)
Feb-29-24 04:05PM	Metropolitan Commercial Bank Bolsters Risk Management and Finance Teams with Experienced Large Bank Veterans (Business Wire)
Jan-23-24 08:21AM	Metropolitan Bank Holding Corp. (NYSE:MCB) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-19-24 10:26PM	Q4 2023 Metropolitan Bank Holding Corp Earnings Call (Thomson Reuters StreetEvents) +6.57%
Jan-18-24 06:00PM	Metropolitan Bank Holding Corp. (MCB) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
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05:15PM	Metropolitan Bank Holding Corp. (MCB) Q4 Earnings Miss Estimates (Zacks)
04:47PM	Metropolitan Bank Holding Corp (MCB) Reports Solid Growth Amid Economic Headwinds (GuruFocus.com)
04:05PM	Metropolitan Bank Holding Corp. Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Jan-16-24 11:44AM	Metropolitan Bank Holding Corp. (MCB) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Jan-05-24 01:23PM	Metropolitan Bank Holding Corp. Announces Fourth Quarter and Full Year 2023 Earnings Release and Conference Call Date (Business Wire)
Dec-14-23 07:05PM	Metropolitan Bank Holding Corp. (MCB) Surges 5.7%: Is This an Indication of Further Gains? (Zacks) +5.71%
Nov-22-23 08:48AM	Do Options Traders Know Something About Metropolitan Bank (MCB) Stock We Don't? (Zacks)
Nov-06-23 04:05PM	Metropolitan Bank Holding Corp. Promotes Treasurer to CFO (Business Wire)
Oct-26-23 07:05AM	Metropolitan Commercial Bank Elevates Two Seasoned EB-5 Specialists to Co-Head the EB-5 Private Client Group (Business Wire)
Oct-23-23 08:22AM	Metropolitan Bank Holding Corp. (NYSE:MCB) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-20-23 04:16PM	Why Metropolitan Bank Stock Soared Today (Motley Fool)
Oct-19-23 06:02PM	Metropolitan Bank Holding Corp (MCB) Reports Q3 2023 Earnings: Strong Loan Growth and Stable ... (GuruFocus.com)
05:25PM	Metropolitan Bank Holding Corp. (MCB) Surpasses Q3 Earnings Estimates (Zacks)
04:15PM	Metropolitan Bank Holding Corp. Reports Third Quarter 2023 Results (Business Wire)
04:05PM	Metropolitan Commercial Bank Announces Settlements with Federal Reserve and New York State Department of Financial Services (Business Wire)
Oct-17-23 04:25PM	Metropolitan Commercial Bank Partners with Finzly for Advanced Payment Processing (Business Wire)
Oct-16-23 10:00AM	Earnings Preview: SmarFinancial (SMBK) Q3 Earnings Expected to Decline (Zacks) +7.27%
Oct-12-23 10:00AM	Earnings Preview: Metropolitan Bank Holding Corp. (MCB) Q3 Earnings Expected to Decline (Zacks)
Oct-05-23 05:08PM	Metropolitan Bank Holding Corp. Announces Third Quarter 2023 Earnings Release and Conference Call Date (Business Wire)
Oct-04-23 04:30PM	Metropolitan Bank Holding Corp. Names Frederik F. Erikson General Counsel (Business Wire)
Sep-21-23 07:34AM	Cambridge (CATC) Soars 26.6%: Is Further Upside Left in the Stock? (Zacks)
Jul-28-23 11:43AM	Implied Volatility Surging for Metropolitan Bank (MCB) Stock Options (Zacks)
Jul-26-23 04:31PM	Metropolitan Bank Holding Corp. (NYSE:MCB) Q2 2023 Earnings Call Transcript (Insider Monkey) +5.90% -6.13%
Jul-22-23 02:31AM	Q2 2023 Metropolitan Bank Holding Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-20-23 05:25PM	Metropolitan Bank Holding Corp. (MCB) Lags Q2 Earnings and Revenue Estimates (Zacks) -9.34%
04:05PM	Metropolitan Bank Holding Corp. Reports Second Quarter 2023 Results (Business Wire)
Jul-18-23 10:01AM	Atlantic Union (AUB) Earnings Expected to Grow: Should You Buy? (Zacks) +6.73%
Jul-13-23 10:00AM	Earnings Preview: Metropolitan Bank Holding Corp. (MCB) Q2 Earnings Expected to Decline (Zacks)
Jul-06-23 06:03PM	Metropolitan Bank Holding Corp. Announces Second Quarter 2023 Earnings Release and Conference Call Date (Business Wire)
Jun-06-23 11:56AM	International Merchant Bank Limited secures from Metropolitan Commercial Bank of New York, USA a Correspondent Banking Relationship (PR Newswire) +7.73%
Jun-01-23 06:42AM	Metropolitan Bank Holding (NYSE:MCB) shareholders have endured a 62% loss from investing in the stock a year ago (Simply Wall St.)
May-24-23 07:05AM	Metropolitan Commercial Bank Bolsters Its Commercial Lending and Deposit Vertical with a Former JP Morgan and PNC Bank Expert Anthony Ter-Gevondyan (Business Wire)
May-17-23 07:05AM	Metropolitan Commercial Bank Furthers its Reach in the Title and Escrow Deposit Vertical (Business Wire) +10.12%
May-16-23 08:30AM	Do Options Traders Know Something About Metropolitan Bank (MCB) Stock We Don't? (Zacks)
06:24AM	Daily Vickers Top Insider Picks for 05/16/2023 (Argus Research)
May-15-23 06:54AM	Daily Vickers Top Insider Picks for 05/15/2023 (Argus Research) +10.32%
May-12-23 06:52AM	Daily Vickers Top Insider Picks for 05/12/2023 (Argus Research)
May-11-23 04:02PM	PacWest stock plunges 23% after losing 9.5% of deposits last week (Yahoo Finance)
07:02AM	Daily Vickers Top Insider Picks for 05/11/2023 (Argus Research)
May-10-23 07:27PM	Short Seller Marc Cohodes Considers Betting Against US Regional Banks (Bloomberg) -5.82%
07:05AM	Metropolitan Commercial Bank Mixes Charter School Support with Deposit Vertical Growth (Business Wire)
06:32AM	Daily Vickers Top Insider Picks for 05/10/2023 (Argus Research)
May-09-23 06:40AM	Daily Vickers Top Insider Picks for 05/09/2023 (Argus Research)
May-08-23 06:41AM	Daily Vickers Top Insider Picks for 05/08/2023 (Argus Research)
May-06-23 05:30AM	The Regional Bank Selloff Visualized (The Wall Street Journal)
May-05-23 06:58AM	Daily Vickers Top Insider Picks for 05/05/2023 (Argus Research) +16.21%
May-04-23 06:29AM	Daily Vickers Top Insider Picks for 05/04/2023 (Argus Research) -6.41%
May-03-23 06:46AM	Daily Vickers Top Insider Picks for 05/03/2023 (Argus Research)
May-02-23 06:46AM	Daily Vickers Top Insider Picks for 05/02/2023 (Argus Research) -20.45%
May-01-23 06:45AM	Daily Vickers Top Insider Picks for 05/01/2023 (Argus Research) -16.80%
Apr-28-23 07:04AM	Daily Vickers Top Insider Picks for 04/28/2023 (Argus Research)
Apr-26-23 11:54AM	Metropolitan Bank Holding Corp. (NYSE:MCB) Q1 2023 Earnings Call Transcript (Insider Monkey)
Apr-21-23 06:22AM	Metropolitan Bank Holding First Quarter 2023 Earnings: EPS Beats Expectations (Simply Wall St.)
Apr-20-23 04:27PM	Why Shares of Metropolitan Bank Holding Corp Are Surging This Week (Motley Fool) -5.13%
Apr-18-23 05:25PM	Metropolitan Bank Holding Corp. (MCB) Beats Q1 Earnings and Revenue Estimates (Zacks) +17.79%
04:05PM	Metropolitan Bank Holding Corp. Reports First Quarter 2023 Results (Business Wire)
03:02PM	Dow futures tick lower, Netflix down 0.4% after earnings (Investing.com)
Apr-10-23 09:50AM	Metropolitan Bank Holding Corp. (NYSE:MCB) insiders placed bullish bets worth US$1.0m in the last 12 months (Simply Wall St.)
Apr-05-23 04:32PM	Metropolitan Bank Holding Corp. Announces First Quarter 2023 Earnings Release and Conference Call Date (Business Wire) +6.55%
Apr-03-23 05:14AM	Metropolitan Bank Holding Corp. (MCB) Soars 33.6%: Is Further Upside Left in the Stock? (Zacks) -8.88%
Mar-31-23 10:59AM	Why Shares of Metropolitan Bank Are Surging Today (Motley Fool) +33.64%
Mar-30-23 04:41PM	Metropolitan Commercial Bank Issues Updated Financial Information (Business Wire) -27.58%
Mar-28-23 07:05AM	Metropolitan Commercial Bank Recognized as #9 in S&P Globals 2022 Ranking of Best-Performing Large Community Banks (Business Wire)
Mar-15-23 06:18AM	Strength Seen in Metropolitan Bank Holding Corp. (MCB): Can Its 39.0% Jump Turn into More Strength? (Zacks) +14.98%
Mar-14-23 05:42PM	Regional Bank Bosses Grab Bargain Stocks From SVB Turmoil (Bloomberg) +38.98%
03:45PM	Why Metropolitan Bank Stock Was Up Huge on Tuesday (Motley Fool)
05:23AM	Down More Than 30%: Insiders Buy the Dip in These 2 Beaten-Down Regional Bank Stocks (TipRanks)
Jan-24-23 10:05PM	Crypto Chaos Snags Wall Street Lender of Next-to-Last Resort (Bloomberg)
Jan-20-23 08:25AM	Metropolitan Bank Holding Corp. (MCB) Tops Q4 Earnings and Revenue Estimates (Zacks)
07:05AM	Metropolitan Bank Holding Corp. Reports Fourth Quarter 2022 and Full Year 2022 Results (Business Wire)

Metropolitan Bank Holding Corp. engages in the provision of banking solutions. It provides a range of business, commercial and retail banking products and services to small businesses, middle-market enterprises, public entities, and affluent individuals. The company was founded by Mark R. DeFazio on November 24, 1997 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lublin Scott	EVP and CLO	Jul 24 '24	Sale	55.99	1,824	102,123	55,253	Jul 25 04:38 PM
Lublin Scott	EVP and CLO	Jul 23 '24	Sale	55.11	1,005	55,390	57,077	Jul 25 04:38 PM
DeFazio Mark R	President and CEO	Jul 23 '24	Sale	54.98	57,052	3,136,593	124,156	Jul 24 05:04 PM
DeFazio Mark R	President and CEO	Jul 22 '24	Sale	55.34	34,986	1,936,096	181,208	Jul 24 05:04 PM
Dougherty Daniel F	EVP and CFO	Jun 11 '24	Buy	39.30	1,000	39,299	21,025	Jun 12 04:47 PM
Wolf George J Jr	Director	Jun 10 '24	Buy	39.00	1,183	46,137	27,995	Jun 11 07:07 PM
Wolf George J Jr	Director	Jun 07 '24	Buy	39.00	97	3,783	26,812	Jun 11 07:07 PM

KNSA Kiniksa Pharmaceuticals International Plc. daily Stock Chart

Held by: VTI IWM VB XBI VBR VXF IWO IBB VTWO VHT

Index	RUT	P/E	-	EPS (ttm)	-0.16	Insider Own	45.58%	Shs Outstand	71.24M	Perf Week	-6.84%
Market Cap	1.78B	Forward P/E	35.56	EPS next Y	0.70	Insider Trans	-1.20%	Shs Float	38.73M	Perf Month	3.83%
Income	-10.23M	PEG	-	EPS next Q	0.05	Inst Own	50.69%	Short Float	12.16%	Perf Quarter	27.72%
Sales	338.93M	P/S	5.24	EPS this Y	-165.30%	Inst Trans	-0.13%	Short Ratio	10.14	Perf Half Y	17.26%
Book/sh	6.12	P/B	4.07	EPS next Y	636.84%	ROA	-1.99%	Short Interest	4.71M	Perf Year	44.27%
Cash/sh	3.07	P/C	8.12	EPS next 5Y	-	ROE	-2.42%	52W Range	14.12 - 27.92	Perf YTD	42.13%
Dividend Est.	-	P/FCF	58.59	EPS past 5Y	-	ROI	-2.30%	52W High	-10.71%	Beta	0.34
Dividend TTM	-	Quick Ratio	3.16	Sales past 5Y	98.80%	Gross Margin	62.19%	52W Low	76.56%	ATR (14)	0.97
Dividend Ex-Date	-	Current Ratio	3.57	EPS Y/Y TTM	-104.34%	Oper. Margin	-8.12%	RSI (14)	45.04	Volatility	3.73% 3.26%
Employees	297	Debt/Eq	0.03	Sales Y/Y TTM	20.69%	Profit Margin	-3.02%	Recom	1.00	Target Price	33.80
Option/Short	Yes / Yes	LT Debt/Eq	0.02	EPS Q/Q	-126.32%	Payout	0.00%	Rel Volume	0.35	Prev Close	25.37
Sales Surprise	19.90%	EPS Surprise	21.98%	Sales Q/Q	51.99%	Earnings	Jul 23 BMO	Avg Volume	464.60K	Price	24.93
SMA20	-4.69%	SMA50	4.50%	SMA200	24.46%	Trades		Volume	161,896	Change	-1.73%

Date	Action	Analyst	Rating Change	Price Target Change
May-03-24	Initiated	Wells Fargo	Overweight	$34
Jun-29-20	Reiterated	BofA Securities	Buy	$25 → $40
Apr-01-20	Initiated	BofA/Merrill	Buy	$25
Mar-11-19	Initiated	Barclays	Overweight	$26
Dec-12-18	Reiterated	Wedbush	Outperform	$31 → $33
Jun-19-18	Initiated	JMP Securities	Mkt Outperform	$33

Aug-28-24 04:01PM	Kiniksa Pharmaceuticals to Present at 2024 Wells Fargo Healthcare Conference (GlobeNewswire)
Aug-05-24 09:55AM	Wall Street Analysts Believe Kiniksa Pharmaceuticals (KNSA) Could Rally 30.11%: Here's is How to Trade (Zacks)
Jul-26-24 12:00PM	Kiniksa Pharmaceuticals, Ltd. (KNSA) Is Up 0.09% in One Week: What You Should Know (Zacks)
08:50AM	Recent Price Trend in Kiniksa Pharmaceuticals (KNSA) is Your Friend, Here's Why (Zacks)
Jul-23-24 08:35AM	Kiniksa Pharmaceuticals, Ltd. (KNSA) Reports Q2 Loss, Tops Revenue Estimates (Zacks) +22.91%
07:30AM	Loading…
07:30AM	Kiniksa Pharmaceuticals Reports Second Quarter 2024 Financial Results and Recent Portfolio Execution (GlobeNewswire)
Jul-16-24 04:01PM	Kiniksa Pharmaceuticals to Report Second Quarter 2024 Financial Results on July 23, 2024 (GlobeNewswire)
Jul-09-24 08:00AM	Kiniksa Pharmaceuticals Commences Enrollment in Abiprubart Phase 2b Clinical Trial in Sjogren's Disease (GlobeNewswire)
08:00AM	Kiniksa Pharmaceuticals Commences Enrollment in Abiprubart Phase 2b Clinical Trial in Sj gren's Disease (GlobeNewswire)
Jun-24-24 08:00AM	Kiniksa Pharmaceuticals Partners with NHL Hall-of-Famer Henrik Lundqvist to Raise Awareness of Recurrent Pericarditis (GlobeNewswire)
Jun-17-24 08:30AM	Kiniksa Pharmaceuticals Sponsors American Heart Association's Addressing Recurrent Pericarditis Initiative (GlobeNewswire)
Jun-04-24 04:01PM	Kiniksa Pharmaceuticals to Present at Goldman Sachs 45th Annual Global Healthcare Conference (GlobeNewswire)
Jun-03-24 07:00AM	Sector Spotlight: Orphan Drug Developers With Significant Upside (News Direct)
May-07-24 04:01PM	Kiniksa Pharmaceuticals to Present at Bank of America Securities 2024 Health Care Conference (GlobeNewswire)
Apr-24-24 09:00AM	Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:53AM	Loading…
Apr-23-24 11:53AM	KNSA Stock Earnings: Kiniksa Pharmaceuticals Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
08:53AM	Kiniksa Pharmaceuticals Ltd (KNSA) Q1 2024 Earnings Overview: Surpasses Revenue Forecasts (GuruFocus.com)
08:40AM	Kiniksa Pharmaceuticals, Ltd. (KNSA) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
08:36AM	Kiniksa Pharmaceuticals Q1 Loss Widens, Revenue Rises (MT Newswires)
07:30AM	Kiniksa Pharmaceuticals Reports First Quarter 2024 Financial Results and Recent Portfolio Execution (GlobeNewswire)
Apr-16-24 04:01PM	Kiniksa Pharmaceuticals to Report First Quarter 2024 Financial Results on April 23, 2024 (GlobeNewswire)
Apr-02-24 07:30AM	Kiniksa Pharmaceuticals Announces Development Indication for Abiprubart (GlobeNewswire)
Mar-01-24 09:55AM	Does Kiniksa Pharmaceuticals, Ltd. (KNSA) Have the Potential to Rally 32.45% as Wall Street Analysts Expect? (Zacks)
Feb-29-24 11:33PM	Chief Medical Officer John Paolini Sells 10,156 Shares of Kiniksa Pharmaceuticals Ltd (KNSA) (GuruFocus.com)
12:00PM	Are You Looking for a Top Momentum Pick? Why Kiniksa Pharmaceuticals, Ltd. (KNSA) is a Great Choice (Zacks)
09:21AM	Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-28-24 08:50AM	Kiniksa Pharmaceuticals, Ltd. (KNSA) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
08:40AM	Kiniksa Pharmaceuticals, Ltd. (KNSA) Q4 Earnings and Revenues Surpass Estimates (Zacks)
07:52AM	Kiniksa Pharmaceuticals Ltd (KNSA) Reports Strong Revenue Growth in Q4 and Full-Year 2023 (GuruFocus.com)
07:30AM	Kiniksa Pharmaceuticals Reports Fourth Quarter and Full-Year 2023 Financial Results and Recent Portfolio Execution (GlobeNewswire)
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Feb-21-24 04:01PM	Kiniksa Pharmaceuticals to Report Fourth Quarter and Full-Year 2023 Financial Results on February 28, 2024 (GlobeNewswire)
Feb-12-24 09:55AM	Wall Street Analysts Predict a 38.07% Upside in Kiniksa Pharmaceuticals, Ltd. (KNSA): Here's What You Should Know (Zacks)
08:50AM	Kiniksa Pharmaceuticals, Ltd. (KNSA) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Jan-23-24 09:55AM	How Much Upside is Left in Kiniksa Pharmaceuticals, Ltd. (KNSA)? Wall Street Analysts Think 43.93% (Zacks)
08:50AM	Recent Price Trend in Kiniksa Pharmaceuticals, Ltd. (KNSA) is Your Friend, Here's Why (Zacks)
Jan-09-24 08:46AM	Is Kiniksa Pharmaceuticals (KNSA) Stock a Solid Choice Right Now? (Zacks)
Jan-04-24 07:30AM	Kiniksa Pharmaceuticals Provides Corporate Update (GlobeNewswire)
Jan-02-24 04:01PM	Kiniksa Pharmaceuticals to Present at 42nd Annual J.P. Morgan Healthcare Conference (GlobeNewswire) +5.64% +7.83%
Dec-23-23 09:00AM	Chief Accounting Officer Michael Megna Sells 9,316 Shares of Kiniksa Pharmaceuticals Ltd (KNSA) (GuruFocus.com)
Dec-15-23 02:30PM	The 3 Most Undervalued Biotech Stocks to Buy in December (InvestorPlace) +5.51%
Nov-24-23 02:05PM	Kiniksa Pharmaceuticals (KNSA) Up 14.7% YTD: Here's How (Zacks)
Nov-20-23 09:55AM	Wall Street Analysts See a 70.27% Upside in Kiniksa Pharmaceuticals, Ltd. (KNSA): Can the Stock Really Move This High? (Zacks)
Nov-09-23 10:01PM	7 Underappreciated Biotech Stocks to Pick Up on the Cheap (InvestorPlace) -5.83%
Nov-01-23 08:27AM	Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-31-23 10:48PM	Q3 2023 Kiniksa Pharmaceuticals Ltd Earnings Call (Thomson Reuters StreetEvents)
08:50AM	Kiniksa Pharmaceuticals, Ltd. (KNSA) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
07:30AM	Kiniksa Pharmaceuticals Reports Third Quarter 2023 Financial Results and Recent Portfolio Execution (GlobeNewswire)
Oct-24-23 04:01PM	Kiniksa Pharmaceuticals to Report Third Quarter 2023 Financial Results on October 31, 2023 (GlobeNewswire)
Oct-20-23 12:08PM	12 Cheap Biotech Stocks Smart Investors Are Piling Into (Insider Monkey)
Sep-29-23 12:43PM	25 Biggest Stocks with Negative Beta (Insider Monkey)
Aug-27-23 08:40AM	13 NASDAQ Stocks with Lowest PE Ratios That May Not Be Value Traps (Insider Monkey)
Aug-22-23 08:14AM	11 Most Undervalued Biotech Stocks to Buy According to Analysts (Insider Monkey)
Aug-18-23 09:04PM	HHLR ADVISORS, LTD. Increases Stake in Kiniksa Pharmaceuticals Ltd (GuruFocus.com)
Aug-10-23 10:33PM	Fairmount Funds Management LLC Acquires New Stake in Kiniksa Pharmaceuticals Ltd (GuruFocus.com)
Aug-07-23 06:14AM	Investing in Kiniksa Pharmaceuticals (NASDAQ:KNSA) a year ago would have delivered you a 41% gain (Simply Wall St.)
Jul-25-23 10:05PM	Q2 2023 Kiniksa Pharmaceuticals Ltd Earnings Call (Thomson Reuters StreetEvents) +30.39%
01:06PM	Why Shares of Kiniksa Pharmaceuticals Jumped Tuesday (Motley Fool)
08:45AM	Kiniksa Pharmaceuticals, Ltd. (KNSA) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
07:30AM	Kiniksa Pharmaceuticals Reports Second Quarter 2023 Financial Results and Recent Portfolio Execution (GlobeNewswire)
Jul-24-23 08:31AM	Illumina (ILMN) Soars 3.4%: Is Further Upside Left in the Stock? (Zacks)
Jul-18-23 04:01PM	Kiniksa Pharmaceuticals to Report Second Quarter 2023 Financial Results on July 25, 2023 (GlobeNewswire)
Jul-17-23 08:00AM	Kiniksa Pharmaceuticals to Report Second Quarter 2023 Financial Results on July 25, 2023 (GlobeNewswire) +5.02%
Jul-04-23 08:24PM	3 Small-Cap Stocks That Are Worth the Gamble (InvestorPlace)
Jun-06-23 04:01PM	Kiniksa Pharmaceuticals to Present at Goldman Sachs 44th Annual Global Healthcare Conference (GlobeNewswire)
May-03-23 06:14AM	Kiniksa Pharmaceuticals First Quarter 2023 Earnings: Beats Expectations (Simply Wall St.) +8.34%
May-02-23 08:45AM	Kiniksa Pharmaceuticals, Ltd. (KNSA) Reports Q1 Loss, Tops Revenue Estimates (Zacks) +14.66%
07:30AM	Kiniksa Pharmaceuticals Reports First Quarter 2023 Financial Results and Recent Portfolio Execution (GlobeNewswire)
May-01-23 04:01PM	Kiniksa Pharmaceuticals to Report First Quarter 2023 Financial Results on May 2, 2023 (GlobeNewswire)
Apr-09-23 09:21AM	Could The Market Be Wrong About Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA) Given Its Attractive Financial Prospects? (Simply Wall St.)
Apr-05-23 01:40PM	7 Thrilling Biotech Stocks for Aggressive Investors to Buy (InvestorPlace)
Mar-31-23 09:35AM	After Plunging -13.29% in 4 Weeks, Here's Why the Trend Might Reverse for Kiniksa Pharmaceuticals, Ltd. (KNSA) (Zacks)
Mar-30-23 02:20PM	7 Small-Cap Stocks to Buy for Explosive Growth Potential (InvestorPlace)
Mar-29-23 10:13AM	12 Cheap Healthcare Stocks to Buy in 2023 (Insider Monkey)
Mar-27-23 12:04PM	HCA Healthcare (HCA) Expands in Kansas With a Medical Plaza (Zacks)
Mar-23-23 02:25PM	7 Dirt-Cheap Stocks Sitting in the Sweet Spot (InvestorPlace)
Mar-03-23 06:57PM	The Top 7 Growth Stocks in Biotech (InvestorPlace)
Feb-28-23 11:25AM	Kiniksa Pharmaceuticals, Ltd. (KNSA) Beats Q4 Earnings and Revenue Estimates (Zacks)
08:00AM	Kiniksa Pharmaceuticals Reports Fourth Quarter and Full-Year 2022 Financial Results and Recent Portfolio Execution (GlobeNewswire)
Feb-27-23 04:01PM	Kiniksa Pharmaceuticals to Report Fourth Quarter and Full-Year 2022 Financial Results on February 28, 2023 (GlobeNewswire)
11:47AM	Further weakness as Kiniksa Pharmaceuticals (NASDAQ:KNSA) drops 9.0% this week, taking three-year losses to 32% (Simply Wall St.)
Feb-23-23 10:50AM	13 High Growth Pharma Stocks that are Profitable (Insider Monkey)
Jan-25-23 02:52AM	Allogene Therapeutics (ALLO) Soars 15.7%: Is Further Upside Left in the Stock? (Zacks)
Jan-21-23 04:51PM	10 Best Healthcare Stocks For the Long Term (Insider Monkey)
Jan-09-23 08:00AM	Kiniksa Pharmaceuticals Provides Corporate and Portfolio Update (GlobeNewswire) -7.79%
Jan-03-23 04:01PM	Kiniksa Pharmaceuticals to Present at 41st Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Nov-30-22 04:01PM	Kiniksa Pharmaceuticals to Present at Bank of America Securities 2022 Biotech SMID Cap Conference (GlobeNewswire)
Nov-23-22 04:01PM	Kiniksa Pharmaceuticals to Present at Evercore ISI 5th Annual HealthCONx Conference (GlobeNewswire)
Nov-10-22 09:40AM	Are Medical Stocks Lagging Kiniksa Pharmaceuticals (KNSA) This Year? (Zacks)
Nov-07-22 09:55AM	Wall Street Analysts Predict a 73% Upside in Kiniksa Pharmaceuticals, Ltd. (KNSA): Here's What You Should Know (Zacks) +9.68%
08:50AM	Recent Price Trend in Kiniksa Pharmaceuticals, Ltd. (KNSA) is Your Friend, Here's Why (Zacks)
Nov-01-22 09:15AM	Kiniksa Pharmaceuticals, Ltd. (KNSA) Beats Q3 Earnings Estimates (Zacks) +12.08%
08:00AM	Kiniksa Pharmaceuticals Reports Third Quarter 2022 Financial Results and Provides Corporate Update (GlobeNewswire)
Oct-31-22 04:01PM	Kiniksa Pharmaceuticals to Report Third Quarter 2022 Financial Results on November 1, 2022 (GlobeNewswire)
Oct-24-22 09:40AM	Is Geron (GERN) Outperforming Other Medical Stocks This Year? (Zacks)
Oct-05-22 08:50AM	What Makes Kiniksa Pharmaceuticals, Ltd. (KNSA) a Good Fit for "Trend Investing" (Zacks)
Sep-21-22 12:00PM	Kiniksa Pharmaceuticals, Ltd. (KNSA) Upgraded to Buy: Here's Why (Zacks)
Sep-20-22 10:30AM	Kiniksa Pharmaceuticals' (NASDAQ:KNSA) investors will be pleased with their 20% return over the last three years (Simply Wall St.) +6.52%
Sep-12-22 08:30AM	Kiniksa Pharmaceuticals Announces Closing of Global License Agreement with Genentech for Vixarelimab (GlobeNewswire)
Aug-22-22 09:55AM	Can Kiniksa Pharmaceuticals, Ltd. (KNSA) Climb 106% to Reach the Level Wall Street Analysts Expect? (Zacks)
Aug-05-22 09:55AM	Wall Street Analysts See an 114% Upside in Kiniksa Pharmaceuticals, Ltd. (KNSA): Can the Stock Really Move This High? (Zacks) +14.71%

Kiniksa Pharmaceuticals International Plc is a commercial-stage biopharmaceutical company. It engages in discovering, acquiring, developing, and commercializing therapeutic medicines for patients suffering from debilitating diseases with significant unmet medical need. The company was founded on April 9, 2024 and is headquartered in London, United Kingdom.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Tessari Eben	CHIEF OPERATING OFFICER	Sep 02 '24	Option Exercise	0.00	1,964	0	125,052	Sep 04 08:53 PM
Paolini John F.	CHIEF MEDICAL OFFICER	Sep 03 '24	Option Exercise	1.88	60,692	113,809	112,730	Sep 04 08:52 PM
Paolini John F.	CHIEF MEDICAL OFFICER	Sep 03 '24	Sale	26.12	60,692	1,584,991	52,038	Sep 04 08:52 PM
Moat Ross	CHIEF COMMERCIAL OFFICER	Sep 03 '24	Option Exercise	10.95	68,506	750,192	90,242	Sep 04 08:42 PM
Moat Ross	CHIEF COMMERCIAL OFFICER	Sep 03 '24	Sale	26.12	68,506	1,789,190	21,736	Sep 04 08:42 PM
Moat Ross	Officer	Sep 03 '24	Proposed Sale	26.12	68,506	1,789,288		Sep 03 05:17 PM
Paolini John F.	Officer	Sep 03 '24	Proposed Sale	26.12	90,217	2,356,351		Sep 03 05:16 PM
Tessari Eben	CHIEF OPERATING OFFICER	Aug 27 '24	Option Exercise	1.59	10,000	15,900	137,411	Aug 29 04:36 PM
Tessari Eben	CHIEF OPERATING OFFICER	Aug 27 '24	Sale	26.91	17,500	470,925	119,911	Aug 29 04:36 PM
Tessari Eben	Officer	Aug 27 '24	Proposed Sale	26.91	17,500	470,904		Aug 27 05:17 PM
Patel Sanj K	CHAIRMAN & CEO	Jul 23 '24	Option Exercise	1.59	136,124	216,437	199,136	Jul 25 04:33 PM
Patel Sanj K	CHAIRMAN & CEO	Jul 23 '24	Sale	25.65	136,124	3,491,947	63,012	Jul 25 04:33 PM
Ragosa Mark	CHIEF FINANCIAL OFFICER	Jul 23 '24	Option Exercise	11.10	24,248	269,153	43,501	Jul 25 04:32 PM
Ragosa Mark	CHIEF FINANCIAL OFFICER	Jul 23 '24	Sale	24.79	24,248	601,108	19,253	Jul 25 04:32 PM
Paolini John F.	CHIEF MEDICAL OFFICER	Jul 23 '24	Option Exercise	1.86	22,000	40,920	69,803	Jul 25 04:31 PM
Paolini John F.	CHIEF MEDICAL OFFICER	Jul 23 '24	Sale	26.32	22,000	578,966	47,803	Jul 25 04:31 PM
Patel Sanj K	CHAIRMAN & CEO	Mar 07 '24	Sale	21.02	65,012	1,366,552	0	Mar 11 07:05 PM
Patel Sanj K	CHAIRMAN & CEO	Mar 04 '24	Sale	21.49	12,742	273,834	70,594	Mar 06 05:37 PM
Patel Sanj K	CHAIRMAN & CEO	Mar 06 '24	Sale	21.00	5,582	117,222	65,012	Mar 06 05:37 PM
Tessari Eben	CHIEF OPERATING OFFICER	Mar 01 '24	Option Exercise	1.59	656	1,043	124,036	Mar 05 04:34 PM
Tessari Eben	CHIEF OPERATING OFFICER	Mar 01 '24	Sale	22.03	1,189	26,194	122,847	Mar 05 04:34 PM
Paolini John F.	CHIEF MEDICAL OFFICER	Mar 01 '24	Option Exercise	1.86	18,844	35,050	62,736	Mar 05 04:31 PM
Paolini John F.	CHIEF MEDICAL OFFICER	Mar 01 '24	Sale	21.77	18,844	410,234	44,892	Mar 05 04:31 PM
Megna Michael R	CHIEF ACCOUNTING OFFICER	Mar 01 '24	Option Exercise	10.93	9,659	105,560	27,247	Mar 01 06:26 PM
Megna Michael R	CHIEF ACCOUNTING OFFICER	Feb 28 '24	Option Exercise	8.83	5,126	45,263	22,714	Mar 01 06:26 PM
Megna Michael R	CHIEF ACCOUNTING OFFICER	Mar 01 '24	Sale	21.45	9,659	207,186	17,588	Mar 01 06:26 PM
Megna Michael R	CHIEF ACCOUNTING OFFICER	Feb 28 '24	Sale	21.79	5,126	111,696	17,588	Mar 01 06:26 PM
Paolini John F.	CHIEF MEDICAL OFFICER	Feb 27 '24	Option Exercise	1.86	10,156	18,890	55,048	Feb 29 04:26 PM
Paolini John F.	CHIEF MEDICAL OFFICER	Feb 27 '24	Sale	21.03	10,156	213,581	44,892	Feb 29 04:26 PM
Ragosa Mark	CHIEF FINANCIAL OFFICER	Jan 03 '24	Option Exercise	8.83	12,000	105,960	27,632	Jan 04 04:30 PM
Ragosa Mark	CHIEF FINANCIAL OFFICER	Jan 03 '24	Sale	20.00	12,000	240,000	15,632	Jan 04 04:30 PM
Megna Michael R	CHIEF ACCOUNTING OFFICER	Jan 02 '24	Option Exercise	13.88	16,670	231,380	33,675	Jan 04 04:30 PM
Megna Michael R	CHIEF ACCOUNTING OFFICER	Jan 02 '24	Sale	19.17	16,670	319,564	17,005	Jan 04 04:30 PM
Megna Michael R	CHIEF ACCOUNTING OFFICER	Dec 19 '23	Option Exercise	13.88	9,316	129,306	26,321	Dec 21 04:26 PM
Megna Michael R	CHIEF ACCOUNTING OFFICER	Dec 19 '23	Sale	19.13	9,316	178,215	17,005	Dec 21 04:26 PM
Paolini John F.	CHIEF MEDICAL OFFICER	Dec 07 '23	Option Exercise	1.86	28,600	53,196	73,492	Dec 11 04:20 PM
Paolini John F.	CHIEF MEDICAL OFFICER	Dec 07 '23	Sale	17.65	28,600	504,758	44,892	Dec 11 04:20 PM

Open in Screener

UTHR

United Therapeutics Corp

Sep 06 • 04:00PM ET

345.63

Dollar change -4.38
Percentage change -1.25	%

Healthcare • Biotechnology • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

UTHR United Therapeutics Corp daily Stock Chart

Held by: IJH VTI VB XBI VBR VXF COWZ MDY IBB SPMD

Index	-	P/E	15.88	EPS (ttm)	21.77	Insider Own	1.75%	Shs Outstand	47.04M	Perf Week	-4.05%
Market Cap	15.38B	Forward P/E	12.24	EPS next Y	28.24	Insider Trans	-51.74%	Shs Float	43.71M	Perf Month	7.26%
Income	1.07B	PEG	0.90	EPS next Q	6.60	Inst Own	104.71%	Short Float	9.47%	Perf Quarter	25.05%
Sales	2.62B	P/S	5.88	EPS this Y	24.16%	Inst Trans	1.02%	Short Ratio	7.72	Perf Half Y	44.04%
Book/sh	128.25	P/B	2.69	EPS next Y	14.82%	ROA	15.96%	Short Interest	4.14M	Perf Year	54.74%
Cash/sh	66.79	P/C	5.17	EPS next 5Y	17.60%	ROE	19.25%	52W Range	208.62 - 366.08	Perf YTD	57.18%
Dividend Est.	-	P/FCF	17.46	EPS past 5Y	8.15%	ROI	18.45%	52W High	-5.59%	Beta	0.58
Dividend TTM	-	Quick Ratio	4.18	Sales past 5Y	8.02%	Gross Margin	88.85%	52W Low	65.67%	ATR (14)	9.13
Dividend Ex-Date	-	Current Ratio	4.35	EPS Y/Y TTM	22.46%	Oper. Margin	48.28%	RSI (14)	52.92	Volatility	2.07% 2.72%
Employees	1168	Debt/Eq	0.09	Sales Y/Y TTM	23.96%	Profit Margin	40.87%	Recom	2.12	Target Price	362.18
Option/Short	Yes / Yes	LT Debt/Eq	0.02	EPS Q/Q	11.81%	Payout	0.00%	Rel Volume	0.46	Prev Close	350.01
Sales Surprise	3.33%	EPS Surprise	-9.79%	Sales Q/Q	19.85%	Earnings	Jul 31 BMO	Avg Volume	535.91K	Price	345.63
SMA20	0.71%	SMA50	3.94%	SMA200	30.64%	Trades		Volume	249,192	Change	-1.25%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-11-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$310 → $321
Feb-12-24	Upgrade	Goldman	Sell → Neutral	$213 → $215
Feb-05-24	Initiated	Leerink Partners	Outperform	$330
Dec-08-23	Initiated	Wells Fargo	Overweight	$309
Dec-06-22	Initiated	UBS	Buy	$320
Dec-05-22	Initiated	Goldman	Sell	$230
Oct-11-22	Initiated	Morgan Stanley	Overweight	$288
Sep-20-22	Reiterated	BofA Securities	Underperform
Sep-19-22	Resumed	Wedbush	Outperform	$263
Feb-11-22	Initiated	BTIG Research	Neutral
Jul-14-21	Upgrade	Argus	Hold → Buy	$205
Apr-26-21	Resumed	Credit Suisse	Outperform	$196
Feb-01-21	Upgrade	H.C. Wainwright	Neutral → Buy	$125 → $195
Sep-14-20	Resumed	JP Morgan	Overweight	$142
Jun-25-20	Reiterated	H.C. Wainwright	Neutral	$85 → $125
Mar-10-20	Upgrade	Jefferies	Hold → Buy	$123
Feb-27-20	Upgrade	Cowen	Market Perform → Outperform	$119 → $145
Jan-31-20	Upgrade	JP Morgan	Neutral → Overweight	$120
Dec-03-19	Initiated	BofA/Merrill	Underperform
Aug-01-19	Upgrade	Ladenburg Thalmann	Neutral → Buy	$103 → $106

Show Previous Ratings

Aug-30-24 12:02PM	United Therapeutics Shares Thrive (FX Empire)
11:31AM	United Therapeutics (UTHR) Up 9.9% Since Last Earnings Report: Can It Continue? (Zacks)
Aug-28-24 07:00AM	United Therapeutics Corporation to Present at Upcoming Investor Conferences (Business Wire)
Aug-22-24 07:01PM	Insider Sale: Director Christopher Causey Sells Shares of United Therapeutics Corp (UTHR) (GuruFocus.com)
Aug-21-24 07:08PM	Analyst Report: United Therapeutics Corporation (Morningstar Research)
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Aug-05-24 07:01PM	Insider Sale: Director Raymond Dwek Sells 5,000 Shares of United Therapeutics Corp (UTHR) (GuruFocus.com)
Aug-04-24 01:33PM	3 Biotech Stocks on Track for 50% Returns (or More) by 2028 (InvestorPlace)
Aug-02-24 12:00PM	United Therapeutics (UTHR) is a Great Momentum Stock: Should You Buy? (Zacks)
09:45AM	Here's Why United Therapeutics (UTHR) is a Strong Growth Stock (Zacks)
Aug-01-24 10:41AM	Stock Market Reverses Lower; Shake Shack, Meta Platforms Lead, But 3 Growth Stocks Hit Danger Zone (Live Coverage) (Investor's Business Daily)
01:06AM	Decoding United Therapeutics Corp (UTHR): A Strategic SWOT Insight (GuruFocus.com)
Jul-31-24 11:39PM	Analyst Report: United Therapeutics Corporation (Morningstar Research) -7.18%
04:14PM	IBD 50's United Therapeutics Slumps From Its Record High On Mixed Quarter (Investor's Business Daily)
12:45PM	Loading…
12:45PM	3 Reasons Why Growth Investors Shouldn't Overlook United Therapeutics (UTHR) (Zacks)
09:51AM	United Therapeutics (UTHR) Q2 Earnings Lag, Sales Top Estimates (Zacks)
09:50AM	Here's Why United Therapeutics (UTHR) is a Strong Momentum Stock (Zacks)
09:30AM	United Therapeutics (UTHR) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
09:17AM	United Therapeutics Stock Skids On Mixed Second-Quarter Results (Investor's Business Daily)
07:40AM	United Therapeutics (UTHR) Misses Q2 Earnings Estimates (Zacks)
06:47AM	United Therapeutics: Q2 Earnings Snapshot (Associated Press Finance)
06:30AM	United Therapeutics Corporation Reports Second Quarter 2024 Financial Results (Business Wire)
Jul-30-24 09:40AM	Here's Why United Therapeutics (UTHR) is a Strong Value Stock (Zacks)
Jul-26-24 09:49AM	Implied Volatility Surging for United Therapeutics (UTHR) Stock Options (Zacks)
Jul-24-24 07:00AM	United Therapeutics Corporation to Report Second Quarter 2024 Financial Results Before the Market Opens on Wednesday, July 31, 2024 (Business Wire)
Jul-20-24 11:42AM	Meet some of the world's cleanest pigs, raised to grow kidneys and hearts for humans (Associated Press Finance)
Jul-17-24 09:45AM	Why United Therapeutics (UTHR) is a Top Growth Stock for the Long-Term (Zacks)
Jul-15-24 09:04PM	3 Biotech Stocks to Buy Now: Q3 Edition (InvestorPlace)
12:45PM	Is United Therapeutics (UTHR) a Solid Growth Stock? 3 Reasons to Think 'Yes' (Zacks)
12:00PM	Loading…
12:00PM	What Makes United Therapeutics (UTHR) a Strong Momentum Stock: Buy Now? (Zacks)
09:15AM	United Therapeutics Corporation (UTHR) Hit a 52 Week High, Can the Run Continue? (Zacks)
Jul-12-24 09:40AM	Why United Therapeutics (UTHR) is a Top Value Stock for the Long-Term (Zacks)
Jul-11-24 09:50AM	Why United Therapeutics (UTHR) is a Top Momentum Stock for the Long-Term (Zacks)
09:02AM	United Therapeutics (UTHR) Completes Enrolment in IPF Study (Zacks)
04:52AM	United Therapeutics TETON 2 study achieves full enrolment for IPF treatment (Clinical Trials Arena)
Jul-10-24 07:00AM	United Therapeutics Corporation Announces Full Enrollment of the TETON 2 Study of Inhaled Treprostinil for the Treatment of Idiopathic Pulmonary Fibrosis (Business Wire)
Jul-09-24 12:10PM	Will United Therapeutics (UTHR) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jul-08-24 11:23AM	3 Undervalued Stocks on Track to Double (or More) by 2028 (InvestorPlace)
Jul-01-24 02:18PM	7 Undervalued Biotech Stocks to Buy for Big-Time Returns (InvestorPlace)
Jun-28-24 10:36AM	Big Money Elevating United Therapeutics (FX Empire)
Jun-27-24 07:00AM	United Therapeutics Corporation Announces Election of Jan Malcolm to its Board of Directors (Business Wire)
Jun-26-24 03:02PM	Why United Therapeutics, An IBD 50 Stock, Has Surged 36% Over Nine Weeks (Investor's Business Daily)
09:40AM	Here's Why United Therapeutics (UTHR) is a Strong Value Stock (Zacks)
Jun-21-24 03:10AM	Insider Sale: Director Christopher Causey Sells Shares of United Therapeutics Corp (UTHR) (GuruFocus.com)
Jun-20-24 03:58PM	The 3 Best Medical Device Stocks to Buy in June 2024 (InvestorPlace)
Jun-18-24 07:00PM	Insider Sale: Director Judy Olian Sells Shares of United Therapeutics Corp (UTHR) (GuruFocus.com)
Jun-14-24 07:00PM	Insider Sale: Director Christopher Causey Sells Shares of United Therapeutics Corp (UTHR) (GuruFocus.com)
Jun-07-24 09:40AM	Why United Therapeutics (UTHR) is a Top Value Stock for the Long-Term (Zacks)
Jun-05-24 07:00AM	United Therapeutics Corporation to Present at the Goldman Sachs 45th Annual Global Healthcare Conference (Business Wire)
Jun-04-24 02:18PM	The 3 Most Undervalued Healthcare Stocks to Buy in June 2024 (InvestorPlace)
Jun-03-24 04:33PM	Liquidia Stock Surges After Winning Patent Battle Vs. United Therapeutics (Investor's Business Daily)
May-31-24 11:31AM	Why Is United Therapeutics (UTHR) Up 4.8% Since Last Earnings Report? (Zacks)
May-30-24 09:50AM	Here's Why United Therapeutics (UTHR) is a Strong Momentum Stock (Zacks)
May-27-24 10:11AM	3 Underappreciated Biotech Stocks to Buy Now: May 2024 (InvestorPlace)
May-23-24 09:45AM	Here's Why United Therapeutics (UTHR) is a Strong Growth Stock (Zacks)
May-22-24 09:40AM	Here's Why United Therapeutics (UTHR) is a Strong Value Stock (Zacks)
04:56AM	Latest 340B ruling delivers blow to providers (Healthcare Dive)
May-20-24 01:34PM	7 Biotech Stocks That Could Breathe New Life Into Your Portfolio (InvestorPlace)
May-16-24 07:01PM	Insider Sale: Director Christopher Causey Sells Shares of United Therapeutics Corp (UTHR) (GuruFocus.com)
07:01PM	Insider Sale: CFO and Treasurer James Edgemond Sells 40,160 Shares of United Therapeutics Corp ... (GuruFocus.com)
May-15-24 02:05AM	Q1 2024 Liquidia Corp Earnings Call (Thomson Reuters StreetEvents)
May-14-24 04:39PM	United Therapeutics Insider Sold Shares Worth $1,911,532, According to a Recent SEC Filing (MT Newswires)
May-10-24 04:41PM	United Therapeutics Insider Sold Shares Worth $1,898,393, According to a Recent SEC Filing (MT Newswires)
May-09-24 11:47AM	MannKind Corporation (NASDAQ:MNKD) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-08-24 05:15PM	United Therapeutics Insider Sold Shares Worth $949,737, According to a Recent SEC Filing (MT Newswires)
09:50AM	Why United Therapeutics (UTHR) is a Top Momentum Stock for the Long-Term (Zacks)
May-07-24 05:00PM	United Therapeutics Insider Sold Shares Worth $1,871,233, According to a Recent SEC Filing (MT Newswires)
02:23AM	Insider Sale: Director Judy Olian Sells Shares of United Therapeutics Corp (UTHR) (GuruFocus.com)
02:23AM	Insider Sale: Director Christopher Causey Sells Shares of United Therapeutics Corp (UTHR) (GuruFocus.com)
May-06-24 04:43PM	United Therapeutics Insider Sold Shares Worth $2,585,601, According to a Recent SEC Filing (MT Newswires)
02:30PM	3 Biotech Stocks to Double Your Money in the Next 24 Months (InvestorPlace)
12:45PM	United Therapeutics (UTHR) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
09:45AM	Here's Why United Therapeutics (UTHR) is a Strong Growth Stock (Zacks)
09:15AM	United Therapeutics Corporation (UTHR) Hits Fresh High: Is There Still Room to Run? (Zacks)
May-05-24 08:19AM	Bright Horizons Family Solutions Inc. (NYSE:BFAM) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-03-24 07:50PM	Analyst Report: United Therapeutics Corporation (Morningstar Research)
04:39PM	United Therapeutics Insider Sold Shares Worth $1,829,903, According to a Recent SEC Filing (MT Newswires)
02:41PM	30 Most Profitable Companies with Highest Margins in the World (Insider Monkey)
May-02-24 11:59AM	United Therapeutics (UTHR) Q1 Earnings Top, Tyvaso Drives Sales (Zacks)
11:43AM	United Therapeutics Corporation (NASDAQ:UTHR) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:35AM	UBS Adjusts Price Target on United Therapeutics to $300 From $290, Maintains Buy Rating (MT Newswires)
09:54AM	Oppenheimer Adjusts United Therapeutics Price Target to $400 From $375, Maintains Outperform Rating (MT Newswires)
03:12AM	United Therapeutics Corp (UTHR) Q1 2024 Earnings Call Transcript Highlights: Record Revenue and ... (GuruFocus.com)
01:06AM	Decoding United Therapeutics Corp (UTHR): A Strategic SWOT Insight (GuruFocus.com)
12:07AM	Q1 2024 United Therapeutics Corp Earnings Call (Thomson Reuters StreetEvents)
May-01-24 04:35PM	Lung Disease-Focused United Therapeutics Says It Is A Compelling Investment Opportunity (Benzinga) +8.88%
09:30AM	Compared to Estimates, United Therapeutics (UTHR) Q1 Earnings: A Look at Key Metrics (Zacks)
08:46AM	United Therapeutics Q1 Net Income, Revenue Advance; Shares Rise Pre-Bell (MT Newswires)
07:51AM	United Therapeutics Surpasses Analyst Revenue Forecasts with Strong Q1 2024 Performance (GuruFocus.com)
06:35AM	United Therapeutics: Q1 Earnings Snapshot (Associated Press Finance)
06:30AM	United Therapeutics Corporation Reports First Quarter 2024 Financial Results (Business Wire)
Apr-29-24 12:00PM	What Makes United Therapeutics (UTHR) a New Buy Stock (Zacks)
Apr-26-24 02:02PM	CORRECTING and REPLACING PHOTO United Therapeutics Announces Worlds First Successful Xenothymokidney Transplant (Business Wire)
Apr-24-24 12:10PM	Will United Therapeutics (UTHR) Beat Estimates Again in Its Next Earnings Report? (Zacks)
10:01AM	United Therapeutics (UTHR) Earnings Expected to Grow: Should You Buy? (Zacks)
09:00AM	United Therapeutics Announces Worlds First Successful Xenothymokidney Transplant (Business Wire)
07:00AM	United Therapeutics Corporation to Report First Quarter 2024 Financial Results Before the Market Opens on Wednesday, May 1, 2024 (Business Wire)
Apr-23-24 04:39PM	United Therapeutics Insider Sold Shares Worth $1,704,174, According to a Recent SEC Filing (MT Newswires)
11:06AM	United Therapeutics Q1 Results Could Fall Short of Market Expectations, Oppenheimer Says (MT Newswires)

United Therapeutics Corp. is a biotechnology company, which engages in the development and commercialization of products for patients with chronic and life-threatening conditions. Its products include Adcirca, Orenitram, Remodulin, TYVASO, and Unituxin. The company was founded by Martine A. Rothblatt on June 26, 1996 and is headquartered in Silver Spring, MD.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
PATUSKY CHRISTOPHER	Director	Sep 04 '24	Option Exercise	175.43	4,300	754,349	5,200	Sep 05 04:30 PM
PATUSKY CHRISTOPHER	Director	Sep 03 '24	Option Exercise	175.43	700	122,801	1,600	Sep 05 04:30 PM
PATUSKY CHRISTOPHER	Director	Sep 04 '24	Sale	353.36	4,300	1,519,434	900	Sep 05 04:30 PM
PATUSKY CHRISTOPHER	Director	Sep 03 '24	Sale	360.31	700	252,214	900	Sep 05 04:30 PM
EDGEMOND JAMES	CFO AND TREASURER	Sep 03 '24	Option Exercise	118.98	8,332	991,381	6,015	Sep 04 04:34 PM
EDGEMOND JAMES	CFO AND TREASURER	Sep 03 '24	Sale	362.37	7,785	2,821,050	2,615	Sep 04 04:34 PM
CHRISTOPHER PATUSKY	Director	Sep 04 '24	Proposed Sale	353.36	4,300	1,519,434		Sep 04 04:14 PM
CHRISTOPHER PATUSKY	Director	Sep 03 '24	Proposed Sale	360.31	700	252,214		Sep 03 04:35 PM
JAMES EDGEMOND	Officer	Sep 03 '24	Proposed Sale	362.37	7,785	2,821,050		Sep 03 04:18 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 26 '24	Option Exercise	129.49	269	34,833	399	Aug 28 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 26 '24	Sale	348.41	269	93,723	130	Aug 28 04:30 PM
EDGEMOND JAMES	CFO AND TREASURER	Aug 26 '24	Option Exercise	118.98	8,332	991,381	5,482	Aug 26 04:30 PM
EDGEMOND JAMES	CFO AND TREASURER	Aug 26 '24	Sale	347.60	7,799	2,710,932	2,082	Aug 26 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 22 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 26 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 23 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 26 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 23 '24	Sale	348.11	3,600	1,253,198	130	Aug 26 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 22 '24	Sale	346.82	3,600	1,248,567	130	Aug 26 04:30 PM
JAMES EDGEMOND	Officer	Aug 26 '24	Proposed Sale	347.60	7,799	2,710,932		Aug 26 04:24 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 20 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 22 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 21 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 22 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 21 '24	Sale	350.14	3,600	1,260,496	130	Aug 22 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 20 '24	Sale	346.03	3,600	1,245,698	130	Aug 22 04:30 PM
CAUSEY CHRISTOPHER	Director	Aug 21 '24	Option Exercise	132.30	1,210	160,083	5,395	Aug 22 04:30 PM
CAUSEY CHRISTOPHER	Director	Aug 21 '24	Sale	349.00	1,210	422,290	4,185	Aug 22 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 19 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 21 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 19 '24	Sale	344.18	3,600	1,239,047	130	Aug 21 04:30 PM
CHRISTOPHER CAUSEY	Director	Aug 21 '24	Proposed Sale	349.00	1,210	422,290		Aug 21 04:05 PM
EDGEMOND JAMES	CFO AND TREASURER	Aug 19 '24	Option Exercise	118.98	8,332	991,381	4,978	Aug 20 04:30 PM
EDGEMOND JAMES	CFO AND TREASURER	Aug 19 '24	Sale	329.02	7,828	2,575,569	1,578	Aug 20 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 15 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 19 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 16 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 19 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 15 '24	Sale	323.32	3,600	1,163,965	130	Aug 19 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 16 '24	Sale	320.68	3,600	1,154,432	130	Aug 19 04:30 PM
JAMES EDGEMOND	Officer	Aug 19 '24	Proposed Sale	329.02	7,828	2,575,569		Aug 19 04:25 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 13 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 15 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 14 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 15 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 13 '24	Sale	327.84	3,600	1,180,221	130	Aug 15 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 14 '24	Sale	324.50	3,600	1,168,205	130	Aug 15 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 09 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 13 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 12 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 13 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 12 '24	Sale	334.14	3,600	1,202,909	130	Aug 13 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 09 '24	Sale	330.48	3,600	1,189,712	130	Aug 13 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 07 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 09 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 08 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 09 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 08 '24	Sale	328.39	3,600	1,182,205	130	Aug 09 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 07 '24	Sale	324.01	3,600	1,166,437	130	Aug 09 04:30 PM
BENKOWITZ MICHAEL	PRESIDENT AND COO	Aug 07 '24	Option Exercise	118.41	25,000	2,960,200	20,000	Aug 08 04:30 PM
BENKOWITZ MICHAEL	PRESIDENT AND COO	Aug 07 '24	Sale	323.38	25,000	8,084,473	0	Aug 08 04:30 PM
M BENKOWITZ & M R BENKOWITZ CO	Officer	Aug 07 '24	Proposed Sale	323.37	20,000	6,467,448		Aug 07 05:17 PM
DANIEL CARLSON TTEE BENKOWITZ	Officer	Aug 07 '24	Proposed Sale	323.40	5,000	1,617,024		Aug 07 05:16 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 05 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 07 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 06 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 07 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 06 '24	Sale	325.45	3,600	1,171,625	130	Aug 07 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 05 '24	Sale	321.64	3,600	1,157,916	130	Aug 07 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 01 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 05 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 02 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 05 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 02 '24	Sale	324.73	3,600	1,169,043	130	Aug 05 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Aug 01 '24	Sale	323.91	3,600	1,166,066	130	Aug 05 04:30 PM
DWEK RAYMOND	Director	Aug 02 '24	Option Exercise	175.43	5,000	877,150	6,750	Aug 05 04:30 PM
DWEK RAYMOND	Director	Aug 02 '24	Sale	325.35	5,000	1,626,735	1,750	Aug 05 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 31 '24	Option Exercise	129.49	3,600	466,164	3,730	Aug 02 05:13 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 31 '24	Sale	318.39	3,600	1,146,210	130	Aug 02 05:13 PM
RAYMOND DWEK	Director	Aug 02 '24	Proposed Sale	325.35	5,000	1,626,734		Aug 02 04:08 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 29 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 31 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 30 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 31 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 30 '24	Sale	337.40	3,600	1,214,630	130	Jul 31 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 29 '24	Sale	335.72	3,600	1,208,605	130	Jul 31 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 25 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 29 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 26 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 29 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 25 '24	Sale	338.89	3,600	1,219,999	130	Jul 29 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 26 '24	Sale	338.61	3,600	1,219,011	130	Jul 29 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 23 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 25 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 24 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 25 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 23 '24	Sale	335.38	3,600	1,207,368	130	Jul 25 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 24 '24	Sale	334.00	3,600	1,202,414	130	Jul 25 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 19 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 23 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 22 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 23 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 22 '24	Sale	331.32	3,600	1,192,738	130	Jul 23 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 19 '24	Sale	329.59	3,600	1,186,506	130	Jul 23 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 17 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 19 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 18 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 19 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 17 '24	Sale	333.69	3,600	1,201,298	130	Jul 19 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 18 '24	Sale	331.79	3,600	1,194,438	130	Jul 19 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 15 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 17 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 16 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 17 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 16 '24	Sale	328.03	3,600	1,180,909	130	Jul 17 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 15 '24	Sale	326.29	3,600	1,174,636	130	Jul 17 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 11 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 15 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 12 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 15 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 11 '24	Sale	325.96	3,600	1,173,470	130	Jul 15 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 12 '24	Sale	324.97	3,600	1,169,875	130	Jul 15 04:30 PM
PATUSKY CHRISTOPHER	Director	Jul 13 '24	Option Exercise	0.00	900	0	900	Jul 15 04:30 PM
Olian Judy D.	Director	Jul 13 '24	Option Exercise	0.00	1,800	0	7,405	Jul 15 04:30 PM
Mesa Nilda	Director	Jul 13 '24	Option Exercise	0.00	900	0	6,007	Jul 15 04:30 PM
KURZWEIL RAY	Director	Jul 13 '24	Option Exercise	0.00	900	0	12,080	Jul 15 04:30 PM
Giltner Richard	Director	Jul 13 '24	Option Exercise	0.00	1,800	0	17,420	Jul 15 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 09 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 11 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 10 '24	Option Exercise	129.49	3,600	466,164	3,730	Jul 11 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 10 '24	Sale	326.35	3,600	1,174,858	130	Jul 11 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 09 '24	Sale	322.74	3,600	1,161,846	130	Jul 11 04:30 PM

Open in Screener

FBP

First Bancorp PR

Sep 06 • 04:00PM ET

20.36

Dollar change -0.55
Percentage change -2.63	%

Financial • Banks - Regional • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IJR VTI VB IWM SDVY AVUV VBR VXF IJT SPSM

Index	RUT	P/E	11.17	EPS (ttm)	1.82	Insider Own	2.41%	Shs Outstand	169.30M	Perf Week	-3.92%
Market Cap	3.34B	Forward P/E	10.63	EPS next Y	1.92	Insider Trans	-8.14%	Shs Float	159.91M	Perf Month	3.93%
Income	310.81M	PEG	5.58	EPS next Q	0.41	Inst Own	96.02%	Short Float	1.31%	Perf Quarter	17.69%
Sales	1.20B	P/S	2.77	EPS this Y	1.97%	Inst Trans	-3.30%	Short Ratio	2.02	Perf Half Y	17.08%
Book/sh	9.10	P/B	2.24	EPS next Y	9.84%	ROA	1.63%	Short Interest	2.10M	Perf Year	46.26%
Cash/sh	-	P/C	-	EPS next 5Y	2.00%	ROE	21.51%	52W Range	12.72 - 22.12	Perf YTD	23.77%
Dividend Est.	0.64 (3.14%)	P/FCF	9.01	EPS past 5Y	13.24%	ROI	15.75%	52W High	-7.96%	Beta	1.10
Dividend TTM	0.62 (3.05%)	Quick Ratio	-	Sales past 5Y	10.84%	Gross Margin	-	52W Low	60.13%	ATR (14)	0.53
Dividend Ex-Date	Aug 29, 2024	Current Ratio	0.08	EPS Y/Y TTM	15.39%	Oper. Margin	32.27%	RSI (14)	45.96	Volatility	2.57% 2.30%
Employees	3168	Debt/Eq	0.44	Sales Y/Y TTM	9.20%	Profit Margin	25.83%	Recom	1.83	Target Price	23.33
Option/Short	Yes / Yes	LT Debt/Eq	0.32	EPS Q/Q	16.24%	Payout	32.76%	Rel Volume	0.83	Prev Close	20.91
Sales Surprise	-0.78%	EPS Surprise	12.86%	Sales Q/Q	7.76%	Earnings	Jul 23 BMO	Avg Volume	1.04M	Price	20.36
SMA20	-1.34%	SMA50	1.07%	SMA200	15.37%	Trades		Volume	865,095	Change	-2.63%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-26-24	Resumed	Piper Sandler	Neutral	$22
Jul-24-24	Reiterated	Hovde Group	Outperform	$21 → $25
Jul-09-24	Initiated	Raymond James	Outperform	$21
Dec-15-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$17 → $14
Apr-12-22	Resumed	Keefe Bruyette	Outperform	$17.50
Dec-20-21	Initiated	Hovde Group	Outperform	$17
Nov-09-21	Initiated	Wells Fargo	Overweight	$16
Jan-09-20	Downgrade	Citigroup	Buy → Neutral
Sep-20-18	Upgrade	BofA/Merrill	Neutral → Buy
Dec-21-17	Upgrade	Citigroup	Neutral → Buy
Feb-08-17	Initiated	Citigroup	Neutral	$7
Apr-08-16	Initiated	Piper Jaffray	Overweight
Jul-27-15	Upgrade	Guggenheim	Neutral → Buy
Jun-29-15	Downgrade	Guggenheim	Buy → Neutral
Jun-29-15	Downgrade	BofA/Merrill	Buy → Neutral
May-06-15	Upgrade	Guggenheim	Neutral → Buy
Jun-10-13	Upgrade	Sterne Agee	Neutral → Buy	$6 → $8.50
Oct-24-12	Initiated	Sterne Agee	Neutral	$5
Mar-10-10	Initiated	Cantor Fitzgerald	Hold
Dec-01-08	Downgrade	B. Riley & Co	Buy → Neutral

Show Previous Ratings

Aug-29-24 01:29AM	Insider Sale: EVP Michael McDonald Sells 7,612 Shares of First BanCorp (FBP) (GuruFocus.com)
Aug-19-24 07:01PM	Insider Sale: EVP Michael McDonald Sells 12,249 Shares of First BanCorp (FBP) (GuruFocus.com)
Jul-31-24 07:01PM	Insider Sale: President and CEO Aurelio Aleman Sells 100,000 Shares of First BanCorp (FBP) (GuruFocus.com)
Jul-25-24 07:01PM	Insider Sale: EVP and COO Donald Kafka Sells 50,000 Shares of First BanCorp (FBP) (GuruFocus.com)
Jul-24-24 09:54PM	FBNC Stock Earnings: First Bancorp Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
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Jul-23-24 07:00AM	First BanCorp. Announces Earnings for the Quarter Ended June 30, 2024 (Business Wire)
Jul-22-24 05:18PM	First BanCorp Announces Capital Actions (Business Wire)
Jul-16-24 10:00AM	First Bancorp (FBP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks) +5.53%
Jul-10-24 12:10PM	Why First Bancorp (FBP) Could Beat Earnings Estimates Again (Zacks)
Jul-01-24 04:23PM	First BanCorp Announces the Release of Its 2023 Corporate Sustainability Report (Business Wire)
Jun-26-24 10:28AM	4 Reasons to Invest in First BanCorp (FBP) Stock Right Now (Zacks)
Jun-19-24 11:45AM	First Bancorp (FBP) Could Be a Great Choice (Zacks)
Jun-18-24 10:29AM	First BanCorp to Announce 2Q 2024 Results on July 23, 2024 (Business Wire)
May-30-24 12:00PM	All You Need to Know About First Bancorp (FBP) Rating Upgrade to Strong Buy (Zacks)
07:05AM	First BanCorp's Dividend Analysis (GuruFocus.com)
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May-16-24 11:45AM	Why First Bancorp (FBP) is a Great Dividend Stock Right Now (Zacks)
09:15AM	First BanCorp. (FBP) Hits Fresh High: Is There Still Room to Run? (Zacks)
May-03-24 09:10PM	Insider Sale: EVP and CFO Gonzalez Berges Sells 75,000 Shares of First BanCorp (FBP) (GuruFocus.com)
Apr-30-24 11:45AM	Why First Bancorp (FBP) is a Top Dividend Stock for Your Portfolio (Zacks)
Apr-25-24 04:45PM	First BanCorp. Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Apr-24-24 09:55PM	FBNC Stock Earnings: First Bancorp Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
08:57AM	First BanCorp. (NYSE:FBP) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-23-24 11:53AM	FBP Stock Earnings: First BanCorp Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
11:11AM	First BanCorp Surpasses Analyst EPS Estimates in Q1 2024, Demonstrating Resilient Performance ... (GuruFocus.com)
08:39AM	First BanCorp. Q1 Net Income Rises (RTT News)
08:20AM	First BanCorp Q1 Adjusted Earnings Rise, Revenue Falls (MT Newswires)
08:15AM	First Bancorp (FBP) Q1 Earnings and Revenues Beat Estimates (Zacks)
07:00AM	First BanCorp. Announces Earnings for the Quarter Ended March 31, 2024 (Business Wire)
Apr-17-24 10:53PM	FNLC Stock Earnings: First Bancorp Reported Results for Q1 2024 (InvestorPlace)
Apr-16-24 10:00AM	Analysts Estimate First Bancorp (FBP) to Report a Decline in Earnings: What to Look Out for (Zacks)
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Apr-02-24 05:14PM	First BanCorp to Announce 1Q 2024 Results on April 23, 2024 (Business Wire)
Mar-20-24 07:30AM	FirstBank Puerto Rico Selects nCino to Transform Commercial Lending Services (GlobeNewswire)
Mar-19-24 07:00PM	Director Crespo Luz Sells 10,000 Shares of First BanCorp (FBP) (GuruFocus.com)
Feb-08-24 05:16PM	First BanCorp. Increases Quarterly Cash Dividend on Common Stock to $0.16 (Business Wire)
Jan-30-24 09:15AM	First BanCorp. (FBP) Hit a 52 Week High, Can the Run Continue? (Zacks)
Jan-25-24 09:26AM	First BanCorp. (NYSE:FBP) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-24-24 01:30PM	First BanCorp (FBP) Reports Mixed Results Amid Economic Challenges (GuruFocus.com)
07:00AM	First BanCorp. Announces Earnings for the Quarter and Year Ended December 31, 2023 (Business Wire)
Jan-08-24 01:44PM	First Bancorp to Announce 4Q 2023 Results on January 24, 2024 (Business Wire)
Dec-08-23 09:57PM	Insider Sell Alert: EVP and COO Donald Kafka Sells 65,000 Shares of First BanCorp (FBP) (GuruFocus.com)
Dec-07-23 09:25PM	Insider Sell Alert: EVP and CRO Nayda Rivera Sells 15,000 Shares of First BanCorp (FBP) (GuruFocus.com)
Nov-30-23 08:26AM	Here's Why First BanCorp (FBP) Stock is Worth Betting on (Zacks)
Oct-31-23 04:15PM	First BanCorp Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Oct-23-23 08:24AM	First BanCorp. (NYSE:FBP) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-22-23 09:02PM	First BanCorp (FBP) Reports Strong Q3 2023 Earnings, Net Income Rises to $82.0 Million (GuruFocus.com)
Oct-20-23 07:00AM	First BanCorp. Announces Earnings for the Quarter Ended September 30, 2023 (Business Wire)
Oct-05-23 03:30PM	First BanCorp to Announce 3Q 2023 Results on October 20, 2023 (Business Wire)
Sep-01-23 12:25PM	First BanCorp's Meteoric Rise: Unpacking the 24% Surge in Just 3 Months (GuruFocus.com)
Aug-31-23 09:35AM	Is First BanCorp (FBP) a Suitable Stock for Value Investors? (Zacks)
Aug-10-23 09:55AM	First Bancorp (FBP)'s Technical Outlook is Bright After Key Golden Cross (Zacks)
Jul-27-23 07:00AM	First BanCorp. Announces Earnings for the Quarter Ended June 30, 2023 (Business Wire)
Jul-24-23 08:00AM	First BanCorp Announces Capital Actions (Business Wire)
Jul-18-23 10:57AM	First BanCorp's (NYSE:FBP) 41% CAGR outpaced the company's earnings growth over the same three-year period (Simply Wall St.)
Jul-07-23 03:59PM	First BanCorp to Announce 2Q 2023 Results on July 27, 2023 (Business Wire)
Jun-26-23 08:30AM	First BanCorp Announces the Release of Its 2022 Corporate Sustainability Report (Business Wire)
Jun-23-23 07:01AM	4 Reasons to Add First BanCorp. (FBP) to Your Portfolio Now (Zacks)
Jun-21-23 08:00PM	FBP: What does Argus have to say about FBP? (Argus Research)
May-02-23 12:19AM	First BanCorp. (NYSE:FBP) Q1 2023 Earnings Call Transcript (Insider Monkey)
Apr-28-23 06:27AM	Results: First BanCorp. Exceeded Expectations And The Consensus Has Updated Its Estimates (Simply Wall St.)
Apr-27-23 04:30PM	First Bancorp Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Apr-26-23 08:00PM	FBP: What does Argus have to say about FBP? (Argus Research)
Apr-25-23 07:30AM	First BanCorp. Announces Earnings for the Quarter Ended March 31, 2023 (Business Wire)
Apr-10-23 08:32AM	Is the Options Market Predicting a Spike in First BanCorp. (FBP) Stock? (Zacks)
Apr-05-23 04:45PM	First BanCorp to Announce 1Q 2023 Results on April 25, 2023 (Business Wire)
Feb-12-23 03:39PM	30 Best Stocks to Buy for Retirement (Insider Monkey)
Feb-09-23 04:57PM	First BanCorp Declares Quarterly Cash Dividend on Common Stock and Increases Regular Quarterly Cash Dividend by 17% to $0.14 Per Share (Business Wire)
Feb-08-23 05:45AM	Those who invested in First BanCorp (NYSE:FBP) five years ago are up 164% (Simply Wall St.)
Jan-30-23 08:20AM	First BanCorp. (NYSE:FBP) Q4 2022 Earnings Call Transcript (Insider Monkey)
Jan-27-23 07:00AM	First Bancorp. Announces Earnings for the Quarter and Year Ended December 31, 2022 (Business Wire)
Jan-10-23 07:00AM	First BanCorp to Announce 4Q 2022 Results on January 27, 2023 (Business Wire)
Dec-29-22 07:56AM	Should You Be Adding First BanCorp (NYSE:FBP) To Your Watchlist Today? (Simply Wall St.)
Dec-13-22 09:40AM	Should Value Investors Buy First BanCorp. (FBP) Stock? (Zacks)
Dec-04-22 08:39PM	10 Stocks Under $25 to Buy Now (Insider Monkey)
Dec-02-22 09:00AM	The Financial Times The Banker Magazine Selects FirstBank Puerto Rico as "Bank of the Year - Puerto Rico" (Business Wire)
Nov-18-22 05:29AM	Should You Buy First BanCorp. (NYSE:FBP) For Its Upcoming Dividend? (Simply Wall St.)
Nov-15-22 09:40AM	Is First BanCorp. (FBP) Stock Outpacing Its Finance Peers This Year? (Zacks)
09:40AM	Are Investors Undervaluing First BanCorp. (FBP) Right Now? (Zacks)
Nov-08-22 05:10AM	First BanCorp Third Quarter 2022 Earnings: EPS Beats Expectations (Simply Wall St.)
Oct-28-22 09:00AM	First Bancorp Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Oct-25-22 07:00AM	First BanCorp. Announces Earnings for the Quarter Ended September 30, 2022 (Business Wire)
Oct-07-22 06:00PM	First Bancorp (FBP) Stock Moves -1.56%: What You Should Know (Zacks)
Oct-05-22 06:15PM	First Bancorp (FBP) Gains As Market Dips: What You Should Know (Zacks)
Oct-04-22 04:45PM	First BanCorp to Announce 3Q 2022 Results on October 25, 2022 (Business Wire)
Sep-29-22 09:40AM	Is First BanCorp. (FBP) Stock Undervalued Right Now? (Zacks)
Sep-26-22 06:00PM	First Bancorp (FBP) Dips More Than Broader Markets: What You Should Know (Zacks)
Sep-20-22 07:52AM	Best Value Stocks to Buy for September 20th (Zacks)
Sep-16-22 06:00PM	First Bancorp (FBP) Gains As Market Dips: What You Should Know (Zacks)
Sep-15-22 06:15PM	First Bancorp (FBP) Gains As Market Dips: What You Should Know (Zacks)
Sep-09-22 06:00PM	First Bancorp (FBP) Gains But Lags Market: What You Should Know (Zacks)
Sep-01-22 05:00AM	Buy This Cheap Dividend Stock for Value, Growth and Upside? (Zacks)
Aug-29-22 05:51AM	Best Value Stocks to Buy for August 29th (Zacks)
Aug-25-22 09:14AM	Best Value Stocks to Buy for August 25th (Zacks)
Aug-22-22 10:00AM	Best Momentum Stocks to Buy for August 22nd (Zacks)
09:37AM	Best Value Stocks to Buy for August 22nd (Zacks)
Aug-08-22 09:07AM	The Zacks Analyst Blog Highlights First Ban, Archer-Daniels-Midland, American Electric Power, Cathay General Bancorp and Chevron (Zacks)
Aug-05-22 07:02AM	Best Dividend Stocks to Buy Now According to the Zacks Rank (Zacks)
Aug-03-22 05:28PM	Top-Ranked Dividend and Value Stocks to Buy in August (Zacks)
09:59AM	First BanCorp's (NYSE:FBP) investors will be pleased with their strong 184% return over the last five years (Simply Wall St.)
Jul-26-22 12:00PM	Here's Why First Bancorp (FBP) is a Great Momentum Stock to Buy (Zacks)
Jul-22-22 12:30PM	First BanCorp (FBP) Q2 2022 Earnings Call Transcript (Motley Fool)

First BanCorp (Puerto Rico) is a holding company, which engages in the provision of personal, commercial, and corporate banking services. It operates through the following segments: Commercial and Corporate Banking, Consumer (Retail) Banking, Mortgage Banking, Treasury and Investments, United States Operations, and Virgin Islands Operations. The Commercial and Corporate Banking segment consists of the company's lending and other services for large customers represented by specialized and middle-market clients and the public sector. The Consumer (Retail) Banking segment includes consumer lending and deposit-taking activities conducted mainly through FirstBank's branch network in Puerto Rico. The Mortgage Banking segment focuses on the origination, sale, and servicing of a variety of residential mortgage loan products and related hedging activities. The Treasury and Investments segment deals with treasury and investment management functions. The United States Operations segment represents all banking activities conducted by FirstBank on the United States mainland. The Virgin Islands Operations segment includes all banking activities conducted by FirstBank in the U.S. Virgin Islands and the British Virgin Islands. The company was founded on October 29, 1948 and is headquartered in San Juan, Puerto Rico.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
McDonald Michael	EVP	Sep 03 '24	Sale	21.51	1,944	41,815	87,476	Sep 05 09:17 AM
McDonald Michael	EVP	Aug 26 '24	Sale	21.65	7,612	164,800	89,420	Aug 28 05:24 PM
Frye Daniel Edward	Director	Sep 09 '24	Proposed Sale	21.63	7,662	165,729		Aug 23 12:05 PM
McDonald Michael	EVP	Aug 16 '24	Sale	20.53	9,048	185,713	97,032	Aug 19 04:17 PM
McDonald Michael	EVP	Aug 15 '24	Sale	20.37	3,201	65,217	106,080	Aug 19 04:17 PM
Power Carlos	EVP	Jul 30 '24	Sale	21.53	22,896	493,017	232,340	Aug 01 05:46 PM
ALEMAN AURELIO	President and CEO	Jul 29 '24	Sale	21.62	50,000	1,080,850	1,145,261	Jul 31 04:30 PM
ALEMAN AURELIO	President and CEO	Jul 30 '24	Sale	21.52	50,000	1,076,105	1,095,261	Jul 31 04:30 PM
ALEMAN AURELIO	Officer	Jul 29 '24	Proposed Sale	21.50	100,000	2,150,000		Jul 29 07:25 PM
Kafka Donald	EVP and COO	Jul 24 '24	Sale	21.81	50,000	1,090,600	174,589	Jul 25 04:30 PM
Power Carlos	EVP	May 28 '24	Sale	18.01	5,277	95,054	255,236	May 30 05:04 PM
Berges Gonzalez Orlando	EVP and CFO	May 01 '24	Sale	17.92	75,000	1,343,902	277,020	May 03 05:00 PM
LUZ CRESPO	Director	Mar 15 '24	Sale	16.47	10,000	164,668	50,055	Mar 19 05:23 PM
ALEMAN AURELIO	President and CEO	Mar 05 '24	Sale	17.17	50,000	858,295	1,126,325	Mar 07 07:13 PM
RIVERA NAYDA	EVP and CRO	Mar 05 '24	Sale	17.12	15,000	256,800	246,930	Mar 07 07:09 PM
McDonald Michael	EVP	Jan 30 '24	Sale	17.34	57,600	998,675	98,501	Feb 09 04:35 PM
Power Carlos	EVP	Dec 15 '23	Sale	16.50	9,433	155,670	246,793	Dec 19 05:09 PM
ALEMAN AURELIO	President and CEO	Dec 07 '23	Sale	15.79	50,000	789,645	1,176,325	Dec 08 06:13 PM
RIVERA NAYDA	EVP and CRO	Dec 05 '23	Sale	15.76	15,000	236,398	261,910	Dec 07 05:17 PM
Kafka Donald	EVP and COO	Dec 05 '23	Sale	15.79	65,000	1,026,038	213,486	Dec 07 05:13 PM

Open in Screener

STRS

Stratus Properties Inc.

Sep 06 • 04:00PM ET

25.20

Dollar change +0.08
Percentage change 0.32	%

Real Estate • Real Estate - Diversified • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

STRS Stratus Properties Inc. daily Stock Chart

Held by: VTI IWM VXF IWN DFAT VTWO DFAS DFAC IWC DFSV

Index	RUT	P/E	-	EPS (ttm)	-0.11	Insider Own	17.41%	Shs Outstand	8.00M	Perf Week	-7.96%
Market Cap	203.62M	Forward P/E	-	EPS next Y	-	Insider Trans	-1.05%	Shs Float	6.67M	Perf Month	7.19%
Income	-0.82M	PEG	-	EPS next Q	-	Inst Own	51.29%	Short Float	1.01%	Perf Quarter	5.44%
Sales	42.94M	P/S	4.74	EPS this Y	-	Inst Trans	-3.01%	Short Ratio	7.90	Perf Half Y	12.05%
Book/sh	24.30	P/B	1.04	EPS next Y	-	ROA	-0.16%	Short Interest	0.07M	Perf Year	-7.15%
Cash/sh	1.73	P/C	14.59	EPS next 5Y	-	ROE	-0.42%	52W Range	20.30 - 30.66	Perf YTD	-12.68%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-23.09%	ROI	-0.21%	52W High	-17.79%	Beta	1.13
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	31.90%	Gross Margin	22.01%	52W Low	24.14%	ATR (14)	1.30
Dividend Ex-Date	Mar 29, 2017	Current Ratio	-	EPS Y/Y TTM	95.86%	Oper. Margin	-12.20%	RSI (14)	49.90	Volatility	5.55% 4.17%
Employees	33	Debt/Eq	0.99	Sales Y/Y TTM	-	Profit Margin	-1.91%	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	0.99	EPS Q/Q	66.83%	Payout	-	Rel Volume	1.67	Prev Close	25.12
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	140.51%	Earnings	-	Avg Volume	8.52K	Price	25.20
SMA20	2.13%	SMA50	-2.56%	SMA200	2.13%	Trades		Volume	14,257	Change	0.32%

Aug-19-24 04:30PM	Stratus Properties Inc. Completes Sale of Magnolia Place - Retail Realizing $30 Million of Cumulative Sales at Magnolia Place Over 3 Years (Business Wire)
Aug-13-24 08:35AM	Stratus Properties: Q2 Earnings Snapshot (Associated Press Finance)
08:30AM	Stratus Properties Inc. Reports Second-Quarter and Six-Month 2024 Results (Business Wire)
May-14-24 01:53PM	STRS Stock Earnings: Stratus Properties Reported Results for Q1 2024 (InvestorPlace)
08:48AM	Stratus Properties Reports Profit In Q1 (RTT News)
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08:37AM	Stratus Properties: Q1 Earnings Snapshot (Associated Press Finance)
08:30AM	Stratus Properties Inc. Reports First-Quarter 2024 Results (Business Wire)
Apr-10-24 04:42PM	10 Underperforming Stocks Insiders are Buying (Insider Monkey)
Mar-28-24 01:53PM	STRS Stock Earnings: Stratus Properties Reported Results for Q4 2023 (InvestorPlace)
10:11AM	Stratus Properties Inc (STRS) Reports Significant Shifts in 2023 Financial Results (GuruFocus.com)
09:42AM	Stratus Properties Posts Wider Loss From Cont. Ops. In FY23 (RTT News)
08:35AM	Stratus Properties Inc. Reports Year Ended December 31, 2023 Results (Business Wire)
Feb-27-24 04:15PM	Stratus Properties Inc. Completes Sale of Approximately 47 Acres at Magnolia Place for $14.5 Million (Business Wire)
Feb-21-24 04:30PM	Stratus Properties Inc. Responds to Unsolicited, Non-Binding Acquisition Proposal (Business Wire)
Nov-14-23 12:13PM	Stratus Properties Inc (STRS) Faces Net Loss in Q3 2023 Despite Strong Cash Position and Share ... (GuruFocus.com)
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08:21AM	Stratus Properties: Q3 Earnings Snapshot (Associated Press Finance)
08:15AM	Stratus Properties Inc. Reports Third-Quarter 2023 Results (Business Wire)
Aug-14-23 08:25AM	Stratus Properties: Q2 Earnings Snapshot (Associated Press Finance)
08:15AM	Stratus Properties Inc. Reports Second-Quarter 2023 Results (Business Wire)
Jul-16-23 09:12AM	Institutional investors own a significant stake of 38% in Stratus Properties Inc. (NASDAQ:STRS) (Simply Wall St.)
May-15-23 08:36AM	Stratus Properties: Q1 Earnings Snapshot (AP Finance) -8.34%
08:15AM	Stratus Properties Inc. Reports First-Quarter 2023 Results (Business Wire)
Apr-08-23 08:15AM	Stratus Properties (NASDAQ:STRS) investors are sitting on a loss of 42% if they invested a year ago (Simply Wall St.)
Mar-31-23 08:15AM	Stratus Properties Inc. Reports Year Ended December 31, 2022 Results (Business Wire)
Mar-23-23 03:49AM	Strauss Group Posts a 6.5% sales growth[1] for FY 2022 and Revenues of NIS 9.5 billion Net profit declines 73% to NIS 174 million (PR Newswire)
Feb-14-23 05:00PM	Stratus Properties Inc. Secures Financing for and Begins Construction of Holden Hills, a Residential Project in the Barton Creek Community (Business Wire)
Feb-05-23 08:09AM	With 35% stake, Stratus Properties Inc. (NASDAQ:STRS) seems to have captured institutional investors' interest (Simply Wall St.)
Nov-16-22 05:52AM	Stratus Properties Third Quarter 2022 Earnings: US$0.28 loss per share (vs US$0.27 loss in 3Q 2021) (Simply Wall St.)
Nov-14-22 08:15AM	Stratus Properties Inc. Reports Third-Quarter 2022 Results (Business Wire) -6.62%
Oct-19-22 05:10PM	Stratus Properties Inc. to Hold Third-Quarter 2022 Conference Call on Monday, November 14, 2022 (Business Wire)
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Sep-02-22 09:47AM	Stratus Properties Plans Special Cash Dividend & Stock Buyback (Benzinga)
08:45AM	Stratus Properties Inc. Announces $50 Million Return of Capital to Shareholders (Business Wire)
Aug-15-22 08:30AM	Stratus Properties Inc. Reports Second-Quarter 2022 Results (Business Wire)
Aug-07-22 09:04AM	What Kind Of Investors Own Most Of Stratus Properties Inc. (NASDAQ:STRS)? (Simply Wall St.)
Jul-21-22 05:00PM	Stratus Properties Inc. Announces Construction Financing for The Saint George, a Multi-Family Project in North-Central Austin (Business Wire)
Jul-20-22 04:15PM	Stratus Properties Inc. to Hold Second-Quarter 2022 Conference Call on Monday, August 15, 2022 (Business Wire)
Jun-01-22 08:30AM	Stratus Properties Inc. Completes Sale of Block 21 to Ryman Hospitality Properties, Inc. for $260 Million (Business Wire) +5.41%
08:30AM	Ryman Hospitality Properties, Inc. Closes Acquisition of Block 21 in Austin, Texas From Stratus Properties Inc. and Provides Second Quarter and Full Year Operating Update (GlobeNewswire)
May-16-22 08:30AM	Stratus Properties Inc. Reports First-Quarter 2022 Results (Business Wire) +11.24%
Apr-20-22 04:30PM	Stratus Properties Inc. to Hold First-Quarter 2022 Conference Call on Monday, May 16, 2022 (Business Wire)
Mar-31-22 08:30AM	Stratus Properties Inc. Reports Year Ended December 31, 2021 Results (Business Wire)
Mar-28-22 04:15PM	Stratus Properties Inc. and Ryman Hospitality Properties, Inc. Provide Update on Anticipated Closing Date for Sale of Block 21 (GlobeNewswire)
Mar-22-22 02:46AM	Sustained organic growth, coping with increased commodity prices, and FoodTech success - Strauss Group ends 2021 with 7.4% growth: NIS 8.7 billion in revenue and NIS 639 million net profit (PR Newswire)
Mar-16-22 04:30PM	Stratus Properties Inc. to Hold Year Ended December 31, 2021 Conference Call on Thursday, March 31, 2022 (Business Wire)
Mar-02-22 09:21AM	2 more towers on track to rise downtown but conversation turns to affordability concerns (American City Business Journals)
Feb-28-22 12:19PM	Do Insiders Own Lots Of Shares In Stratus Properties Inc. (NASDAQ:STRS)? (Simply Wall St.)
Jan-20-22 09:17AM	First look: Stratus Properties to put 300-plus apartments on North Burnet (American City Business Journals)
Jan-18-22 04:15PM	Stratus Properties Inc. and Ryman Hospitality Properties, Inc. Extend Anticipated Closing Date for Sale of Block 21 (Business Wire)
04:15PM	Ryman Hospitality Properties, Inc. Announces Extension of Closing Date for Acquisition of Block 21 in Austin, Texas (GlobeNewswire)
Dec-20-21 09:09AM	Boston firm completes $152M apartment purchase in Barton Creek area (American City Business Journals)
Dec-14-21 08:30AM	Stratus Properties Inc. Completes Sale of The Santal for $152 Million (Business Wire)
Nov-29-21 10:58AM	Those who invested in Stratus Properties (NASDAQ:STRS) a year ago are up 38% (Simply Wall St.)
Nov-15-21 08:30AM	Stratus Properties Inc. Reports Third-Quarter 2021 Results (Business Wire)
Oct-26-21 06:08PM	Stratus attempts to sell W Austin hotel to Ryman for second time (American City Business Journals) +5.15%
06:00PM	Stratus Properties Inc. Announces Agreement to Sell Block 21 for $260 Million to Ryman Hospitality Properties, Inc. (Business Wire)
06:00PM	Ryman Hospitality Properties, Inc. Announces Plans to Acquire Block 21 in Austin, Texas, From Stratus Properties Inc. for $260 Million (GlobeNewswire)
Oct-20-21 08:30AM	Stratus Properties Inc. to Hold Third-Quarter 2021 Conference Call on Monday, November 15, 2021 (Business Wire)
Sep-21-21 04:08PM	Stratus Properties Inc. Announces Agreement to Sell The Santal for $152 Million (Business Wire)
Sep-07-21 04:47PM	Stratus Properties Inc. Announces Purchase of Land and Plans to Develop Block 150 in Downtown Austin (Business Wire)
Aug-30-21 12:43PM	Is Stratus Properties Inc.'s (NASDAQ:STRS) Shareholder Ownership Skewed Towards Insiders? (Simply Wall St.)
Aug-16-21 08:31AM	Stratus Properties Inc. Announces New Development Plans for Magnolia Place, an H-E-B Grocery Shadow-Anchored, Mixed-Use Project in Magnolia, Texas (Business Wire)
08:30AM	Stratus Properties Inc. Reports Second-Quarter 2021 Results (Business Wire)
Aug-12-21 04:20PM	Stratus Properties Inc. Announces Appointment of Laurie L. Dotter to Its Board of Directors (Business Wire)
Jul-23-21 12:31PM	Is Stratus Properties (STRS) A Smart Long-Term Buy? (Insider Monkey)
Jul-21-21 08:30AM	Stratus Properties Inc. to Hold Second-Quarter 2021 Conference Call on Monday, August 16, 2021 (Business Wire)
Jun-22-21 02:52PM	Top Energy Stocks for July 2021 (Investopedia)
Jun-14-21 03:24PM	Where Do Hedge Funds Stand On Stratus Properties Inc. (STRS)? (Insider Monkey)
Jun-08-21 04:03PM	Stratus Properties Inc. Announces The Saint June, a Luxury Multi-Family Development in Barton Creek (Business Wire)
Jun-04-21 11:43AM	Stratus Properties Inc. Reports Preliminary Results of 2021 Annual Meeting of Shareholders (Business Wire)
May-30-21 04:05AM	Stratus Properties Inc.'s (NASDAQ:STRS) CEO Might Not Expect Shareholders To Be So Generous This Year (Simply Wall St.)
May-26-21 04:15PM	Leading Independent Proxy Advisory Firm Glass Lewis Joins ISS in Recommending Stratus Shareholders Vote on Stratus WHITE Proxy Card (Business Wire)
May-24-21 08:00AM	Stratus Properties Inc. Urges Shareholders to Vote on the WHITE Proxy Card Before the June 4 Annual Meeting (Business Wire)
May-21-21 08:00AM	Proxy Advisory Firm ISS Recommends Stratus Shareholders Oppose Nominee Jim Leslie and Poison Pill (Business Wire)
May-20-21 08:00AM	Leading Independent Proxy Advisory Firm ISS Recommends Stratus Shareholders Vote on Stratus WHITE Proxy Card (Business Wire)
May-18-21 02:17PM	Stratus Properties Sets the Record Straight on Misleading Statements and Personal Attacks Made by Oasis (Business Wire)
10:14AM	Update: Stratus Properties (NASDAQ:STRS) Stock Gained 62% In The Last Year (Simply Wall St.)
May-17-21 08:00AM	Oasis Issues Letter to Stratus Shareholders in Response to False and Misleading Statements by Stratus (Business Wire)
May-11-21 09:15AM	Stratus Properties, Inc. to Host Earnings Call (ACCESSWIRE) -5.63%
09:00AM	Stratus Properties Delivers Presentation to Investors on Upcoming Annual Meeting (Business Wire)
May-10-21 04:47PM	Stratus Properties Inc. Reports First-Quarter 2021 Results (Business Wire)
Apr-30-21 09:00AM	Stratus Properties Inc. Sends Letter to Shareholders Highlighting Proven Strategy to Develop and Monetize or Lease and Hold Unique High-Quality Properties (Business Wire)
Apr-28-21 09:00AM	Stratus Properties Inc. Announces Holden Hills, a New Residential Development in Barton Creek (Business Wire)
Apr-21-21 04:05PM	Stratus Properties Inc. to Hold First-Quarter 2021 Conference Call on Tuesday, May 11, 2021 (Business Wire)
Apr-15-21 08:00AM	Oasis Files Definitive Proxy Statement and Issues Letter to Stratus Shareholders (Business Wire)
Apr-12-21 07:00AM	Stratus Properties Inc. Sends Letter to Shareholders (Business Wire)
Mar-15-21 09:15AM	Stratus Properties, Inc. to Host Earnings Call (ACCESSWIRE)
08:30AM	Stratus Properties Inc. Reports Year Ended December 31, 2020 Results (Business Wire)
Mar-01-21 08:00AM	Oasis Releases Investor Presentation Recommending Changes at Stratus Properties (Business Wire) +13.22%
Feb-19-21 11:00AM	Stratus Properties Inc. to Hold Year Ended December 31, 2020 Conference Call on Monday, March 15, 2021 (Business Wire)
Feb-17-21 08:25AM	What Type Of Shareholders Own The Most Number of Stratus Properties Inc. (NASDAQ:STRS) Shares? (Simply Wall St.)
Jan-27-21 08:30AM	Stratus Properties Inc. Announces Appointment of Kate B. Henriksen to Its Board of Directors (Business Wire)
Jan-12-21 08:30AM	Stratus Properties Inc. Announces Sale of The Saint Mary for $60 Million (Business Wire) +6.32%
Dec-17-20 08:30AM	Stratus Properties Inc. Announces Appointment of Neville L. Rhone, Jr. to Its Board of Directors (Business Wire)
Nov-26-20 03:00PM	Here is What Hedge Funds Think About Stratus Properties Inc. (STRS) (Insider Monkey)
Nov-10-20 12:15PM	Can You Imagine How Stratus Properties' (NASDAQ:STRS) Shareholders Feel About The 46% Share Price Increase? (Simply Wall St.) +6.61%
08:03AM	STRATUS PROPERTIES (STRS) INVESTIGATION ALERT - Andrews & Springer LLC Is Investigating Stratus Properties Inc. For Potential Securities Violations and Breach of Fiduciary Duty (Business Wire)
Nov-09-20 02:30PM	Stratus Properties Inc (STRS) Q3 2020 Earnings Call Transcript (Motley Fool)
09:15AM	Stratus Properties, Inc. to Host Earnings Call (ACCESSWIRE)
08:30AM	Stratus Properties Inc. Reports Third-Quarter 2020 Results (Business Wire)
Oct-21-20 06:00AM	SHAREHOLDER ALERT: Barr Law Group Investigating DNI, DNIF, JFU, STRS; Shareholders are Encouraged to Contact the Firm (GlobeNewswire)

Stratus Properties, Inc. engages in the acquisition, development, and management of real estate assets. It operates through the following segments: Hotel, Entertainment, Real Estate Operations, and Leasing Operations. The Hotel segment manages W Austin Hotel and Residences. The Entertainment segment includes production studios and venues for live music, concerts, and private events. The Real Estate Operations segment pertains to the firm's residential properties. The Leasing Operations segment offers office buildings and retail spaces. The company was founded on March 11, 1992 and is headquartered in Austin, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Oasis Management Co Ltd.	10% Owner	Aug 30 '24	Sale	27.53	830	22,846	1,143,210	Sep 04 04:15 PM
Oasis Management Co Ltd.	10% Owner	Jul 26 '24	Sale	29.00	1,352	39,208	1,144,040	Jul 30 04:15 PM
Oasis Management Co Ltd.	10% Owner	Jul 23 '24	Sale	29.00	2,791	80,939	1,147,378	Jul 25 04:30 PM
Oasis Management Co Ltd.	10% Owner	Jul 24 '24	Sale	29.14	1,986	57,864	1,145,392	Jul 25 04:30 PM
Oasis Management Co Ltd.	10% Owner	Jul 18 '24	Sale	29.71	5,916	175,762	1,150,169	Jul 22 04:30 PM
Oasis Management Co Ltd.	10% Owner	Jul 17 '24	Sale	29.11	1,300	37,843	1,156,085	Jul 18 04:15 PM
Oasis Management Co Ltd.	10% Owner	Jul 12 '24	Sale	28.53	1,041	29,695	1,157,385	Jul 18 04:15 PM
Dotter Laurie L.	Director	Apr 01 '24	Buy	22.83	265	6,050	10,746	Apr 03 05:25 PM

Open in Screener

SCS

Steelcase, Inc.

Sep 06 • 04:00PM ET

13.23

Dollar change -0.61
Percentage change -4.41	%

Industrials • Business Equipment & Supplies • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI IWM VB AVUV VXF VBR FNDA IWN DFAT BSVO

Index	RUT	P/E	17.60	EPS (ttm)	0.75	Insider Own	25.28%	Shs Outstand	93.94M	Perf Week	-4.68%
Market Cap	1.51B	Forward P/E	11.71	EPS next Y	1.13	Insider Trans	-0.62%	Shs Float	85.28M	Perf Month	7.82%
Income	87.10M	PEG	1.76	EPS next Q	0.37	Inst Own	73.87%	Short Float	2.96%	Perf Quarter	4.01%
Sales	3.13B	P/S	0.48	EPS this Y	5.65%	Inst Trans	-1.88%	Short Ratio	3.80	Perf Half Y	2.64%
Book/sh	7.65	P/B	1.73	EPS next Y	15.01%	ROA	4.10%	Short Interest	2.53M	Perf Year	50.17%
Cash/sh	1.83	P/C	7.23	EPS next 5Y	10.00%	ROE	10.23%	52W Range	8.39 - 14.74	Perf YTD	-2.14%
Dividend Est.	0.40 (3.02%)	P/FCF	7.91	EPS past 5Y	-8.37%	ROI	6.04%	52W High	-10.24%	Beta	1.31
Dividend TTM	0.40 (3.02%)	Quick Ratio	1.15	Sales past 5Y	-0.20%	Gross Margin	32.61%	52W Low	57.69%	ATR (14)	0.39
Dividend Ex-Date	Jul 03, 2024	Current Ratio	1.61	EPS Y/Y TTM	86.08%	Oper. Margin	4.75%	RSI (14)	45.42	Volatility	2.96% 2.48%
Employees	11300	Debt/Eq	0.70	Sales Y/Y TTM	-3.35%	Profit Margin	2.78%	Recom	1.00	Target Price	16.67
Option/Short	Yes / Yes	LT Debt/Eq	0.65	EPS Q/Q	652.46%	Payout	58.72%	Rel Volume	0.61	Prev Close	13.84
Sales Surprise	-0.24%	EPS Surprise	60.00%	Sales Q/Q	-3.27%	Earnings	Sep 18 AMC	Avg Volume	665.01K	Price	13.23
SMA20	-1.06%	SMA50	-1.18%	SMA200	2.35%	Trades		Volume	402,727	Change	-4.41%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-30-22	Downgrade	The Benchmark Company	Buy → Hold
Oct-04-22	Upgrade	Sidoti	Neutral → Buy	$11
Sep-15-22	Downgrade	Sidoti	Buy → Neutral	$12
May-11-21	Initiated	Berenberg	Buy	$17
May-07-21	Upgrade	The Benchmark Company	Hold → Buy	$17
Sep-15-20	Upgrade	Sidoti	Neutral → Buy
Aug-24-20	Downgrade	The Benchmark Company	Buy → Hold
May-22-20	Initiated	The Benchmark Company	Buy
Oct-07-19	Downgrade	Raymond James	Strong Buy → Mkt Perform
Jul-17-19	Downgrade	Seaport Global Securities	Buy → Neutral
Mar-21-19	Upgrade	Raymond James	Outperform → Strong Buy	$20 → $21
Oct-12-18	Upgrade	Seaport Global Securities	Neutral → Buy	$20
Sep-20-17	Downgrade	Sidoti	Buy → Neutral
Sep-01-17	Upgrade	Sidoti	Neutral → Buy
Jun-23-17	Downgrade	Raymond James	Strong Buy → Outperform
Mar-23-17	Upgrade	Raymond James	Mkt Perform → Strong Buy
Nov-04-16	Initiated	Seaport Global Securities	Neutral
Dec-23-15	Downgrade	Raymond James	Strong Buy → Mkt Perform
Dec-05-11	Downgrade	Longbow	Buy → Neutral
Jan-19-11	Reiterated	Longbow	Buy	$11 → $13

Show Previous Ratings

Aug-29-24 11:00AM	Steelcase to Webcast Second Quarter Fiscal 2025 Conference Call (GlobeNewswire)
Aug-12-24 09:40AM	Should Value Investors Buy Steelcase (SCS) Stock? (Zacks)
Aug-08-24 12:20PM	Steelcase and the Frank Lloyd Wright Foundation Launch Rockford and Galesburg Collections (PR Newswire)
Aug-01-24 09:15AM	Steelcase Inc. (SCS) Hits Fresh High: Is There Still Room to Run? (Zacks)
Jul-29-24 08:50AM	Steelcase (SCS) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
07:01PM	Loading…
Jul-25-24 07:01PM	Insider Sale: SVP, CFO David Sylvester Sells 75,000 Shares of Steelcase Inc (SCS) (GuruFocus.com)
Jul-13-24 07:20AM	3 Value Stocks Set for Stratospheric Returns (InvestorPlace)
Jul-12-24 12:20PM	Surging Earnings Estimates Signal Upside for Steelcase (SCS) Stock (Zacks)
08:50AM	Recent Price Trend in Steelcase (SCS) is Your Friend, Here's Why (Zacks)
Jun-26-24 09:40AM	Are Investors Undervaluing Steelcase (SCS) Right Now? (Zacks)
Jun-25-24 07:00PM	Insider Sale: VP, Chief People Officer Donna Flynn Sells 13,310 Shares of Steelcase Inc (SCS) (GuruFocus.com)
04:05PM	Steelcase to Webcast Presentation at Noble Investor Conference (GlobeNewswire)
Jun-24-24 12:00PM	What Makes Steelcase (SCS) a New Strong Buy Stock (Zacks)
08:50AM	Why Fast-paced Mover Steelcase (SCS) Is a Great Choice for Value Investors (Zacks)
08:50AM	Steelcase (SCS) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
10:53AM	Loading…
Jun-20-24 10:53AM	SCS Stock Earnings: Steelcase Beats EPS, Misses Revenue for Q1 2025 (InvestorPlace)
07:45AM	Steelcase (SCS) Tops Q1 Earnings Estimates (Zacks)
06:41AM	Steelcase: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:30AM	Steelcase Reports First Quarter Fiscal 2025 Results (GlobeNewswire)
Jun-17-24 11:30AM	Steelcase to Webcast First Quarter Fiscal 2025 Conference Call - Update (GlobeNewswire)
08:31AM	How To Earn $500 A Month From Steelcase Stock Ahead Of Q1 Earnings Report (Benzinga)
Jun-12-24 01:20PM	7 Small-Cap Value Stocks Leaving the S&P 500 in the Dust (InvestorPlace)
Jun-11-24 09:00AM	Steelcase and Logitech Introduce Extended Reality Experience Ocular View (PR Newswire)
Jun-10-24 09:00AM	Steelcase Commits to a Net-Zero Future by 2050 (PR Newswire)
May-30-24 11:00AM	Steelcase to Webcast First Quarter Fiscal 2025 Conference Call (GlobeNewswire)
May-15-24 09:40AM	Is Steelcase (SCS) Stock Undervalued Right Now? (Zacks)
May-13-24 03:12PM	Pocket-Sized Powerhouses: 7 Small-Cap Value Stocks Ready to Roar (InvestorPlace)
Apr-29-24 04:46PM	7 Diamond-in-the-Rough Stocks Worth Digging Up Now (InvestorPlace)
Apr-24-24 06:30AM	3 Stocks That Wall Street Is Quietly Snapping Up Right Now (InvestorPlace)
Apr-17-24 04:30PM	7 Under $50 Stocks to Buy Now: Q2 Edition (InvestorPlace)
02:30PM	Loading…
Apr-11-24 02:30PM	The 3 Most Undervalued Stocks to Buy for Skyrocketing Riches (InvestorPlace)
Apr-03-24 04:44PM	The 7 Most Undervalued Stocks Under $20 to Buy in April 2024 (InvestorPlace)
Apr-02-24 09:27AM	Thinking Small, Winning Big: 7 Small-Cap Stocks to Supercharge Your Portfolio (InvestorPlace)
Mar-31-24 06:10AM	April Showers Bring Market Powers: 7 Stocks to Snatch Up This Spring (InvestorPlace)
Mar-26-24 04:07PM	The Rate Drop Jackpot: 3 Stocks to Snag on the Next Fed Cut (InvestorPlace)
Mar-22-24 01:36PM	Steelcase Inc. (NYSE:SCS) Q4 2024 Earnings Call Transcript (Insider Monkey)
Mar-21-24 11:03PM	Q4 2024 Steelcase Inc Earnings Call (Thomson Reuters StreetEvents) -5.75%
01:37PM	Why Steelcase Stock Is Down Today (Motley Fool)
Mar-20-24 08:53PM	SCS Stock Earnings: Steelcase Beats EPS, Misses Revenue for Q4 2024 (InvestorPlace)
05:32PM	Steelcase Inc (SCS) Reports Robust Earnings Growth in Fiscal 2024 (GuruFocus.com)
04:32PM	Steelcase: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Steelcase Reports Fourth Quarter and Fiscal 2024 Results (GlobeNewswire)
Mar-09-24 04:23PM	The 3 Best-Kept Secrets on Wall Street to Invest In Now (InvestorPlace)
Mar-07-24 07:16AM	The Top 7 Under-$15 Stocks to Buy in March 2024 (InvestorPlace)
Mar-02-24 01:00PM	3 Work-From-Home Stocks Still Going Strong (InvestorPlace)
Feb-29-24 08:30AM	Steelcase to Webcast Fourth Quarter and Fiscal 2024 Conference Call (GlobeNewswire) +5.21%
Feb-19-24 09:00AM	Steelcase Earns Top Score in Industry for Climate Change Disclosure From CDP (PR Newswire)
Feb-09-24 05:02PM	Richard Pzena Trims Stake in Steelcase Inc (GuruFocus.com)
Feb-05-24 10:58PM	3 Industrial Stocks Driving Manufacturing Forward (InvestorPlace)
Feb-01-24 08:00AM	Steelcase Recognized as One of the World's Most Admired Companies by FORTUNE, Named First in Home Equipment and Furnishings Category (PR Newswire)
Jan-19-24 09:55AM	Steelcase (SCS) Could Find a Support Soon, Here's Why You Should Buy the Stock Now (Zacks)
Jan-16-24 08:50AM	Despite Fast-paced Momentum, Steelcase (SCS) Is Still a Bargain Stock (Zacks)
Jan-09-24 05:16PM	3 Stocks Capitalizing on the Continued Popularity of Remote Work (InvestorPlace)
Jan-02-24 11:10AM	Steelcase Inc's Dividend Analysis (GuruFocus.com)
Dec-26-23 08:50AM	Steelcase (SCS) Is Attractively Priced Despite Fast-paced Momentum (Zacks)
07:30AM	3 Stocks to Avoid This Week (Motley Fool)
Dec-22-23 02:22PM	Steelcase: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
12:20PM	Earnings Estimates Rising for Steelcase (SCS): Will It Gain? (Zacks)
09:15AM	Steelcase Inc. (SCS) Hit a 52 Week High, Can the Run Continue? (Zacks)
Dec-21-23 08:11AM	Steelcase Inc. (NYSE:SCS) Q3 2024 Earnings Call Transcript (Insider Monkey)
Dec-20-23 10:34PM	Q3 2024 Steelcase Inc Earnings Call (Thomson Reuters StreetEvents) +10.94%
04:49PM	Toro, Steelcase gain; FedEx, General Mills decline, Wednesday, 12/20/2023 (Associated Press Finance)
04:33PM	Stock Market Does Sharp About-Face; Dow Breaks Win Streak (Investor's Business Daily)
04:27PM	These Stocks Moved the Most Today: FedEx, UPS, Alphabet, General Mills, Toro, Aon, and More (Barrons.com)
03:20PM	Stock Market Reverses Sharply Lower; FedEx Stock Worst In S&P 500 (Investor's Business Daily)
02:12PM	Rebel's Edge - December 20: $SCS, $FDX, and Digital Age Football (TheStreet.com)
12:59PM	These Stocks Are Moving the Most Today: FedEx, UPS, Alphabet, General Mills, Toro, Aon, and More (Barrons.com)
07:06AM	Midday movers: FedEx, Alphabet, and more (Investing.com)
Dec-19-23 09:52PM	SCS Stock Earnings: Steelcase Beats EPS, Misses Revenue for Q3 2024 (InvestorPlace)
05:28PM	Steelcase Inc (SCS) Reports Mixed Q3 Fiscal 2024 Results Amidst Revenue Decline and Improved Margins (GuruFocus.com)
05:20PM	Steelcase (SCS) Q3 Earnings Surpass Estimates (Zacks)
04:05PM	Steelcase Reports Third Quarter Fiscal 2024 Results (GlobeNewswire)
Dec-18-23 08:30AM	3 Stocks to Avoid This Week (Motley Fool)
Dec-15-23 06:16PM	FedEx, Nike, Micron And A Stocking Stuffer For The Fed: Investing Action Plan (Investor's Business Daily)
Dec-14-23 12:41PM	Steelcase Inc. (SCS) to Report Q3 Earnings: What's in the Offing? (Zacks)
Dec-07-23 08:20AM	Steelcase Named Leader in LGBTQ+ Inclusion, Earns Perfect Score on Human Rights Campaign's 2023 Corporate Equality Index (PR Newswire)
Nov-29-23 11:00AM	Steelcase to Webcast Third Quarter Fiscal 2024 Conference Call (GlobeNewswire)
Nov-20-23 09:00AM	Steelcase 2023 Impact Report Announces Significant Progress Toward the Wellbeing of People and the Planet (PR Newswire)
Nov-14-23 03:55PM	Vanguard Group Inc Adds Shares in Steelcase Inc (GuruFocus.com) +5.92%
Nov-08-23 02:17PM	Steelcase Recognized for Advancing and Supporting Women (PR Newswire)
Oct-24-23 11:20AM	Steelcase Research Finds Leaders' Priorities Shift (GlobeNewswire)
Oct-23-23 05:26AM	Zacks Value Investor Highlights: Ryder System, Steelcase, JPMorgan American Eagle and Skechers (Zacks)
Oct-20-23 12:20PM	3 Value Stock Screens: Which One is Best? (Zacks)
Oct-12-23 10:23AM	7 Hot Stocks to Buy Now for Explosive Post-Earnings Return (InvestorPlace)
Oct-11-23 07:15AM	Zacks.com featured highlights include Consolidated Water, Fluor and Steelcase (Zacks)
Oct-10-23 10:00AM	Best Momentum Stocks to Buy for October 10th (Zacks)
08:33AM	3 Stocks Trading Near 52-Week High With More Upside Potential (Zacks)
07:10AM	New Strong Buy Stocks for October 10th (Zacks)
Oct-09-23 12:00PM	What Makes Steelcase (SCS) a Strong Momentum Stock: Buy Now? (Zacks)
Oct-06-23 08:50AM	Steelcase (SCS) Shows Fast-paced Momentum But Is Still a Bargain Stock (Zacks)
Oct-04-23 06:29AM	New Strong Buy Stocks for October 4th (Zacks)
Oct-02-23 07:04AM	Unveiling Steelcase Inc's Dividend Performance: A Deep Dive into Its Sustainability and Growth (GuruFocus.com)
05:29AM	Zacks Value Investor Highlights: ManpowerGroup, Steelcase, Whirlpool, Ethan Allen, Guess (Zacks)
Sep-29-23 08:22AM	Bet on These 5 Low-Leverage Stocks as Oil Prices Dip (Zacks)
Sep-28-23 06:07PM	5 Top Value Stocks That Will Pay You Real Cash (Zacks)
Sep-22-23 04:05PM	Why Steelcase Stock Popped 21.3% This Week (Motley Fool)
12:00PM	Steelcase (SCS) Is Up 4.25% in One Week: What You Should Know (Zacks)
Sep-21-23 12:20PM	Why Steelcase (SCS) Might be Well Poised for a Surge (Zacks)
09:33AM	Company News for Sep 21, 2023 (Zacks)
Sep-20-23 10:55PM	Q2 2024 Steelcase Inc Earnings Call (Thomson Reuters StreetEvents) +19.30%

Steelcase, Inc. engages in the manufacture and distribution of office environments. It operates through the following segments: Americas, EMEA, and Other. The Americas segment serves customers in the US, Canada, the Caribbean Islands, and Latin America through the Steelcase, AMQ, Coalesse, HALCON, Orangebox, Smith System, and Viccarbe brands. The EMEA segment provides service to customers in Europe, the Middle East, and Africa under the Steelcase, Coalesse, Orangebox and Viccarbe brands. The Other segment includes Asia Pacific and Designtex. The company was founded by Peter Martin Wege, Walter D. Idema, and David Hunting on March 14, 1912 and is headquartered in Grand Rapids, MI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Sylvester David C	SVP, Chief Financial Officer	Jul 24 '24	Sale	13.84	73,184	1,012,603	551,592	Jul 25 04:29 PM
Sylvester David C	SVP, Chief Financial Officer	Jul 25 '24	Sale	13.76	1,816	24,988	549,776	Jul 25 04:29 PM
McGrath Nicole Cherie	VP, Corp Controller and CAO	Jul 23 '24	Sale	13.94	15,749	219,528	18,453	Jul 23 04:00 PM
Smith Allan W JR	SVP, Pres, Americas and CPO	Jul 22 '24	Sale	13.84	70,444	974,860	184,743	Jul 23 04:00 PM
McGrath Nicole Cherie	VP, Corp Controller and CAO	Jul 18 '24	Sale	13.93	1,500	20,898	34,202	Jul 22 02:47 PM
Flynn Donna K	VP, Chief People Officer	Jun 24 '24	Sale	13.72	13,310	182,613	78,733	Jun 25 04:40 PM
Krestakos Robert G	VP, Chief Operations Officer	Mar 25 '24	Sale	12.61	4,000	50,453	108,081	Mar 26 04:07 PM
McGrath Nicole Cherie	VP, Corp Controller and CAO	Dec 27 '23	Sale	13.95	1,792	24,998	33,899	Dec 29 10:27 AM
Sylvester David C	SVP, Chief Financial Officer	Dec 22 '23	Sale	13.87	85,000	1,179,154	570,809	Dec 27 02:19 PM
Krestakos Robert G	VP, Global Operations	Dec 26 '23	Sale	13.83	3,800	52,560	110,489	Dec 27 02:19 PM
O'Shaughnessy Lizbeth S	SVP, CAO, GC and Secretary	Sep 22 '23	Sale	11.02	30,000	330,600	307,252	Sep 26 03:53 PM

Open in Screener

MTB

M & T Bank Corp

Sep 06 • 04:00PM ET

166.51

Dollar change -2.29
Percentage change -1.36	%

Financial • Banks - Regional • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO SCHD VO SPY IVV RDVY VTV XLF VOE

Index	S&P 500	P/E	12.35	EPS (ttm)	13.48	Insider Own	0.53%	Shs Outstand	166.14M	Perf Week	-2.05%
Market Cap	27.81B	Forward P/E	10.31	EPS next Y	16.14	Insider Trans	-23.90%	Shs Float	166.13M	Perf Month	4.23%
Income	2.25B	PEG	2.89	EPS next Q	3.65	Inst Own	87.98%	Short Float	1.97%	Perf Quarter	14.59%
Sales	13.11B	P/S	2.12	EPS this Y	-10.15%	Inst Trans	-1.30%	Short Ratio	3.58	Perf Half Y	16.14%
Book/sh	153.57	P/B	1.08	EPS next Y	13.79%	ROA	1.13%	Short Interest	3.27M	Perf Year	36.72%
Cash/sh	-	P/C	-	EPS next 5Y	4.27%	ROE	8.68%	52W Range	108.53 - 176.44	Perf YTD	21.47%
Dividend Est.	5.35 (3.21%)	P/FCF	7.09	EPS past 5Y	4.38%	ROI	5.66%	52W High	-5.63%	Beta	0.74
Dividend TTM	5.30 (3.18%)	Quick Ratio	-	Sales past 5Y	16.01%	Gross Margin	-	52W Low	53.42%	ATR (14)	3.51
Dividend Ex-Date	Sep 03, 2024	Current Ratio	0.50	EPS Y/Y TTM	-20.48%	Oper. Margin	23.59%	RSI (14)	51.55	Volatility	2.07% 1.77%
Employees	21980	Debt/Eq	0.57	Sales Y/Y TTM	15.27%	Profit Margin	17.17%	Recom	2.10	Target Price	186.39
Option/Short	Yes / Yes	LT Debt/Eq	0.40	EPS Q/Q	-26.12%	Payout	32.94%	Rel Volume	1.12	Prev Close	168.80
Sales Surprise	1.03%	EPS Surprise	6.25%	Sales Q/Q	1.57%	Earnings	Jul 18 BMO	Avg Volume	914.01K	Price	166.51
SMA20	0.65%	SMA50	2.51%	SMA200	14.09%	Trades		Volume	1,021,187	Change	-1.36%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-03-24	Upgrade	JP Morgan	Neutral → Overweight	$183 → $215
Aug-15-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$170 → $165
Dec-18-23	Downgrade	Deutsche Bank	Buy → Hold	$145
Sep-29-23	Downgrade	Odeon	Buy → Hold	$133.65
Apr-18-23	Upgrade	Argus	Hold → Buy	$150
Apr-10-23	Downgrade	UBS	Buy → Neutral
Mar-27-23	Upgrade	Citigroup	Neutral → Buy	$178 → $155
Mar-23-23	Downgrade	Wolfe Research	Outperform → Peer Perform
Jan-10-23	Upgrade	Odeon	Hold → Buy	$171.76
Jan-03-23	Upgrade	Wedbush	Neutral → Outperform	$170
Jan-03-23	Downgrade	Barclays	Overweight → Equal Weight	$225 → $194
Dec-21-22	Initiated	DA Davidson	Neutral	$160
Dec-07-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$215 → $180
Dec-05-22	Resumed	Morgan Stanley	Overweight	$220 → $235
Oct-04-22	Downgrade	Citigroup	Buy → Neutral	$200
Sep-28-22	Resumed	Wedbush	Neutral	$187
Jun-17-22	Upgrade	Robert W. Baird	Neutral → Outperform	$200
Apr-21-22	Upgrade	Morgan Stanley	Underweight → Overweight	$179 → $238
Mar-28-22	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$185 → $179
Mar-24-22	Resumed	Citigroup	Buy

Show Previous Ratings

Sep-05-24 08:57PM	M&T Bank Corporation Announces Third Quarter 2024 Earnings Release and Conference Call (PR Newswire)
Aug-27-24 04:07PM	M&T Bank Corporation (MTB): Among Morgan Stanleys Highest Conviction Stocks (Insider Monkey)
Aug-24-24 08:30AM	Forget New York Community Bancorp: Billionaires Are Buying Up This Bank Stock Instead (Motley Fool)
Aug-20-24 05:32PM	M&T Bank Corporation Announces Third Quarter Common Stock Dividend (PR Newswire)
Aug-14-24 08:30AM	M&T Bank Corporation to Participate in the Barclays Global Financial Services Conference (PR Newswire)
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Aug-12-24 08:44AM	M&T Bank Names Lopa Kolluri as Head of Affordable Housing Lending (PR Newswire)
Aug-06-24 01:02AM	Decoding M&T Bank Corp (MTB): A Strategic SWOT Insight (GuruFocus.com)
Jul-25-24 07:08AM	3 Overlooked Bank Stocks to Buy With Lower Interest Rates in 2025 (InvestorPlace)
Jul-19-24 05:59PM	Regional bank growth is being impeded by higher rates (Yahoo Finance Video)
03:18PM	Banks Face Disruptions From Global IT Outage (The Wall Street Journal)
02:42AM	Q2 2024 M&T Bank Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-18-24 04:11PM	M&T Bank Stock Rose Thursday. Here's Why. (Investopedia)
12:52PM	Analyst Report: M&T Bank Corporation (Morningstar Research)
11:36AM	M&T fixes $1B in troubled CRE loans, but office mortgages remain drag (The Real Deal)
10:22AM	M&T Bank (MTB) Q2 Earnings Top Estimates, NII Drops Y/Y (Zacks)
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09:30AM	Compared to Estimates, M&T Bank (MTB) Q2 Earnings: A Look at Key Metrics (Zacks)
07:05AM	M&T Bank Corporation (MTB) Q2 Earnings and Revenues Surpass Estimates (Zacks)
05:30AM	M&T Bank Corporation (NYSE:MTB) announces second quarter 2024 results (PR Newswire)
Jul-17-24 02:17PM	First Horizon Stock Slides as Regional Bank Lowers Outlook, Earnings Miss (Investopedia)
Jul-12-24 11:35AM	Will Decent Loan Demand Aid M&T Bank's (MTB) Q2 Earnings? (Zacks)
Jul-11-24 10:00AM	M&T Bank Corporation (MTB) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Jul-10-24 05:05PM	M&T Bank Corporation Announces Quarterly Preferred Stock Dividends (PR Newswire)
Jul-02-24 01:50PM	Morgan Stanley just made this sleeper bank stock its top pick after acing its stress test (Fortune)
Jun-28-24 04:50PM	M&T Bank Corporation Announces Preliminary Stress Capital Buffer (PR Newswire)
Jun-27-24 07:38AM	M&Ts ex-CFO is leaving the bank (Banking Dive)
Jun-26-24 04:30PM	Big banks pass Fed stress test as they fight stricter capital rules (Yahoo Finance)
Jun-20-24 11:27AM	M&T Bank Corporation Announces Second Quarter 2024 Earnings Release and Conference Call (PR Newswire)
Jun-17-24 11:59AM	M&T Bank (MTB) Arm Partners with BXMT on Agency MF Lending (Zacks)
Jun-11-24 11:23AM	M&T Bank Corporation Announces Conference Call Dates to Review Quarterly 2025 Earnings (PR Newswire)
Jun-07-24 10:30AM	M&T Bank (MTB) Thrives on Organic Growth Amid Rising Costs (Zacks)
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Jun-03-24 07:02AM	M&T Bank Corp's Dividend Analysis (GuruFocus.com)
May-22-24 04:01PM	12 Best Local Bank Stocks to Invest in Now (Insider Monkey)
01:04PM	M&T Bank (MTB) Announces a 4% Increase in Quarterly Dividend (Zacks)
11:43AM	M&T Bank Corporation to Participate in the Morgan Stanley US Financials, Payments & CRE Conference (PR Newswire)
May-21-24 05:06PM	M&T Bank Corporation Announces Increased Common Stock Dividend (PR Newswire)
May-17-24 12:11PM	M&T Bank (MTB) Expands nCino Partnership for AI Credit Solution (Zacks)
May-15-24 07:30AM	M&T Bank Expands Use of nCino with Adoption of Continuous Credit Monitoring Solution Powered by Rich Data Co's Explainable AI Platform (GlobeNewswire)
May-14-24 02:42AM	Insider Sale: Sr. Executive Vice President Christopher Kay Sells Shares of M&T Bank Corp (MTB) (GuruFocus.com)
May-10-24 06:47AM	Regional Bank Gets Wall Street Rates in This Little-Used Market (Bloomberg)
May-09-24 04:12PM	20 Largest Banks in the US by Customers (Insider Monkey)
May-08-24 01:15PM	Toast, Inc. (NYSE:TOST) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-04-24 01:04AM	Decoding M&T Bank Corp (MTB): A Strategic SWOT Insight (GuruFocus.com)
Apr-30-24 08:30AM	M&T's 2023 Sustainability Report Highlights Progress on Customer Solutions and Key Business Goals (PR Newswire)
Apr-29-24 06:20PM	M&T Bank Corporation to Participate in the Barclays Americas Select Franchise Conference (PR Newswire)
Apr-25-24 10:05AM	20 Most Profitable Banks in the US in 2024 (Insider Monkey)
09:00AM	M&T Bank and Sunstone Credit Announce Joint Program to Give More Businesses Access to Simple, Affordable Solar Financing (GlobeNewswire)
Apr-24-24 05:59PM	M&T Bank Corporation to Participate in the RBC Capital Markets US Banks Fixed Income Investor Symposium (PR Newswire)
12:15PM	Main Street Banking Model Is Being Squeezed (The Wall Street Journal)
Apr-21-24 10:44AM	10 Best Dividend Leaders to Buy According to Analysts (Insider Monkey)
09:00AM	Jay Powell just made 2024 more of a puzzle for regional banks (Yahoo Finance)
Apr-16-24 05:11PM	M&T Bank Corporation Announces Series H Preferred Stock Quarterly Dividend (PR Newswire)
11:00AM	Regional Bank Stocks Fall As Earnings Kick Off With PNC, M&T (The Wall Street Journal)
09:43AM	M&T Bank Corporation (NYSE:MTB) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-15-24 11:28PM	Q1 2024 M&T Bank Corp Earnings Call (Thomson Reuters StreetEvents)
05:13PM	S&P 500 Gains and Losses Today: Salesforce Slips Amid Informatica Acquisition Talks (Investopedia)
12:58PM	M&T Bank Had a Tough Quarter. Why the Stock Is Leading the S&P 500 Today. (Barrons.com)
12:34PM	Goldman Sachs and other bank stocks are popping on earnings (Quartz)
12:20PM	Top Stock Movers Now: Charles Schwab, Salesforce, Tesla, and More (Investopedia)
12:02PM	M&T Bank Cuts Its Exposure to Commercial Real Estate Loans, and Stock Jumps (Investopedia)
11:51AM	M&T Bank (MTB) Q1 Earnings Miss Estimates, Expenses Rise Y/Y (Zacks)
11:29AM	M&T Bank Soars Most in Two Years After Guidance Pushed Higher (Bloomberg)
10:52AM	MTB Stock Earnings: M&T Bank Misses EPS, Meets Revenue for Q1 2024 (InvestorPlace)
09:30AM	M&T Bank (MTB) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
07:25AM	M&T Bank Corporation (MTB) Lags Q1 Earnings Estimates (Zacks)
07:18AM	M&T Bank profit slumps 25% after interest income fall (Reuters)
06:11AM	M&T Bank Corporation (NYSE:MTB) announces first quarter 2024 results (PR Newswire)
Apr-14-24 09:30AM	What To Expect in the Markets This Week (Investopedia)
Apr-11-24 10:15AM	What's in the Offing for M&T Bank (MTB) in Q1 Earnings? (Zacks)
Apr-10-24 09:15AM	Unveiling M&T Bank (MTB) Q1 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Apr-08-24 10:00AM	Analysts Estimate M&T Bank Corporation (MTB) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-04-24 03:30PM	M&T Bank Launches Third Harrisburg Multicultural Small Business Lab (PR Newswire)
Apr-03-24 08:30AM	M&T Realty Capital Corporation Provides $414.83 Million for a Multifamily Housing Property in Brooklyn, New York (PR Newswire)
Mar-27-24 03:10PM	Why S&P Cut Outlook for Five US Regional Banks With Heavy Commercial Real Estate Exposure (Investopedia)
09:00AM	30 & 30 GIVING INITIATIVE GIVES $900,000 TO AFFORDABLE HOUSING AND HOMELESSNESS PREVENTION PROGRAMS ACROSS THE COUNTRY (PR Newswire)
Mar-25-24 04:44PM	12 Best Financial and Fintech ETFs To Buy (Insider Monkey)
07:49AM	M&T Bank hires Big Tobacco vet in chief communications role (Banking Dive)
Mar-21-24 08:30AM	M&T Bank Appoints Sarah Knakmuhs as Chief Communications Officer (PR Newswire)
Mar-18-24 05:41PM	M&T Bank Corporation Announces First Quarter 2024 Earnings Release and Conference Call (PR Newswire)
Mar-08-24 01:45PM	4 Banks to Watch if Commercial Real Estate Weakens (Barrons.com)
Mar-05-24 09:00AM	In Annual Letter, M&T Bank Chairman and CEO Ren Jones Reflects on the Importance of Public Trust for Institutions, Industries, and Communities (PR Newswire)
Mar-01-24 05:04AM	M&T Bank Corp's Dividend Analysis (GuruFocus.com)
Feb-29-24 02:21PM	M&T Charitable Foundation Gives $100,000 Grant to the Jackie Robinson Foundation, Advancing Its Mission to Educate, Inspire, and Empower (PR Newswire)
Feb-23-24 11:55AM	Organic Growth Supports M&T Bank (MTB) Despite Rising Costs (Zacks)
Feb-22-24 12:02AM	Decoding M&T Bank Corp (MTB): A Strategic SWOT Insight (GuruFocus.com)
Feb-21-24 08:29PM	M&T Bank Corporation Announces First Quarter Common Stock Dividend (PR Newswire)
Feb-16-24 08:30AM	M&T Bank Corporation to Participate in the RBC Financial Institutions Conference (PR Newswire)
Feb-13-24 09:00AM	M&T CHARITABLE FOUNDATION ANNOUNCES $8.2 MILLION IN GRANTS TO 68 NONPROFITS ACROSS NEW ENGLAND, LONG ISLAND, AND ROCKLAND COUNTY, NY (PR Newswire)
Feb-12-24 12:22PM	M&T Realty Capital Corporation Announces Record Year of Senior Housing Lending Activity in 2023 (PR Newswire)
Feb-07-24 06:48PM	Analyst Report: M&T Bank Corporation (Morningstar Research)
Feb-06-24 08:01AM	Is M&T Bank Corporation (MTB) Intelligently Managed? (Insider Monkey)
Jan-25-24 04:00AM	Why one giant regional bank no longer wants to be a regional bank (Yahoo Finance)
Jan-23-24 04:30PM	M&T Realty Appoints Michael Edelman as CEO (Commercial Observer)
12:32PM	M&T Realty Capital Corporation Appoints New CEO and Announces Other Organizational Changes (PR Newswire)
Jan-21-24 03:27PM	Dividend Challengers List Ranked By Yield: Top 30 (Insider Monkey)
Jan-19-24 08:47AM	M&T Bank Corporation (NYSE:MTB) Q4 2023 Earnings Call Transcript (Insider Monkey)
04:46AM	The 2023 crisis may be over for regional banks but they still have plenty of 2024 problems (Yahoo Finance)
01:40AM	Q4 2023 M&T Bank Corp Earnings Call (Thomson Reuters StreetEvents)
Jan-18-24 04:05PM	Analyst Report: M&T Bank Corporation (Morningstar Research)
12:42PM	M&T Bank (MTB) Q4 Earnings Miss Estimates, Provisions Rise (Zacks)
09:30AM	Compared to Estimates, M&T Bank Corporation (MTB) Q4 Earnings: A Look at Key Metrics (Zacks)

M&T Bank Corp. operates as a bank holding company, which engages in the provision of retail and commercial banking, trust, wealth management and investment services. It operates through the following segments: Business Banking, Commercial Banking, Commercial Real Estate, Discretionary Portfolio, Residential Mortgage Banking, and Retail Banking. The Business Banking segment provides services to small businesses and professionals through the company's branch network, business banking centers, and other delivery channels such as telephone banking, Internet banking and automated teller machines. The Commercial Banking segment offers credit products and banking services for middle-market and large commercial customers. The Commercial Real Estate segment includes credit and deposit services to its customers. The Discretionary Portfolio segment consists of investment and trading securities, residential mortgage loans and other assets, short-term and long-term borrowed funds, brokered certificates of deposit and interest rate swap agreements related thereto, and Cayman Islands branch deposits. The Residential Mortgage Banking segment consists of residential mortgage loans and sells substantially all of those loans in the secondary market to investors. The Retail Banking segment offers services to consumers through several delivery channels which include branch offices, automated teller machines, telephone banking, and Internet banking. The company was founded on August 30, 1856, and is headquartered in Buffalo, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SALAMONE DENIS J	Director	Sep 03 '24	Sale	172.03	10,000	1,720,250	44,902	Sep 05 05:10 PM
Denis J. Salamone	Director	Sep 03 '24	Proposed Sale	172.03	10,000	1,720,250		Sep 03 08:25 PM
WALTERS KIRK W	Director	Aug 22 '24	Sale	24.63	10,441	257,162	1,384	Aug 23 04:05 PM
WALTERS KIRK W	Director	Aug 21 '24	Sale	24.62	3,492	85,966	11,825	Aug 23 04:05 PM
WALTERS KIRK W	Director	Aug 23 '24	Sale	24.65	1,384	34,116	0	Aug 23 04:05 PM
WALTERS KIRK W	Director	Aug 20 '24	Sale	24.60	5,097	125,386	15,317	Aug 20 05:17 PM
WALTERS KIRK W	Director	Aug 19 '24	Sale	24.60	2,471	60,787	20,414	Aug 20 05:17 PM
WALTERS KIRK W	Director	Aug 16 '24	Sale	24.60	1,839	45,239	22,885	Aug 20 05:17 PM
WALTERS KIRK W	Director	Aug 14 '24	Sale	24.61	14,847	365,324	24,744	Aug 15 05:21 PM
WALTERS KIRK W	Director	Aug 13 '24	Sale	24.60	350	8,610	39,591	Aug 15 05:21 PM
WALTERS KIRK W	Director	Aug 15 '24	Sale	24.60	20	492	24,724	Aug 15 05:21 PM
PEARSON KEVIN J	Vice Chairman	Aug 09 '24	Sale	162.28	6,095	989,066	47,944	Aug 13 05:26 PM
Todaro Michael J.	Sr. Executive Vice President	Aug 09 '24	Sale	162.57	4,791	778,897	3,086	Aug 13 05:23 PM
Todaro Michael J.	Officer	Aug 09 '24	Proposed Sale	162.58	4,791	778,897		Aug 09 05:25 PM
PEARSON KEVIN J	Officer	Aug 09 '24	Proposed Sale	162.28	6,095	989,066		Aug 09 04:50 PM
WALTERS KIRK W	Director	Jul 26 '24	Sale	173.97	7,464	1,298,542	15,045	Jul 30 05:11 PM
WALTERS KIRK W	Director	Jul 29 '24	Sale	24.85	8	199	39,941	Jul 30 05:11 PM
Walters, Kirk W.	Director	Jul 26 '24	Proposed Sale	24.85	40,000	994,000		Jul 26 05:05 PM
Walters, Kirk W.	Director	Jul 26 '24	Proposed Sale	175.00	7,413	1,297,275		Jul 26 10:37 AM
SADLER ROBERT E JR	Director	Jul 23 '24	Sale	172.23	1,000	172,230	31,796	Jul 25 04:26 PM
GEISEL GARY N	Vice Chairman	Jul 24 '24	Sale	172.50	500	86,249	16,429	Jul 25 04:23 PM
BARNES JOHN P	Director	May 14 '24	Option Exercise	149.39	43,426	6,487,410	78,906	May 16 03:27 PM
BARNES JOHN P	Director	May 14 '24	Sale	154.50	43,426	6,709,456	35,480	May 16 03:27 PM
WALTERS KIRK W	Director	May 09 '24	Option Exercise	149.39	7,767	1,160,312	14,115	May 13 04:53 PM
WALTERS KIRK W	Director	May 10 '24	Sale	153.21	12,321	1,887,695	0	May 13 04:53 PM
WALTERS KIRK W	Director	May 09 '24	Sale	152.39	7,767	1,183,613	6,348	May 13 04:53 PM
WALTERS KIRK W	Director	May 10 '24	Sale	153.21	2,650	406,004	3,698	May 13 04:53 PM
KAY CHRISTOPHER E	Sr. Executive Vice President	May 10 '24	Sale	153.78	1,821	280,034	8,579	May 13 04:47 PM
WALTERS KIRK W	Director	May 06 '24	Option Exercise	134.38	15,225	2,045,948	22,527	May 07 05:22 PM
WALTERS KIRK W	Director	May 06 '24	Sale	148.01	16,179	2,394,730	6,348	May 07 05:22 PM
BARNES JOHN P	Director	May 06 '24	Option Exercise	137.42	52,187	7,171,538	87,667	May 07 05:21 PM
BARNES JOHN P	Director	May 03 '24	Option Exercise	129.60	13,360	1,731,442	48,840	May 07 05:21 PM
BARNES JOHN P	Director	May 06 '24	Sale	148.46	52,187	7,747,649	35,480	May 07 05:21 PM
BARNES JOHN P	Director	May 03 '24	Sale	147.00	13,360	1,963,945	35,480	May 07 05:21 PM
Meister Doris P.	Sr. Executive Vice President	May 03 '24	Sale	147.27	3,362	495,125	0	May 07 05:05 PM
BARNES JOHN P	Director	Apr 25 '24	Option Exercise	129.54	10,000	1,295,400	44,545	Apr 29 04:40 PM
BARNES JOHN P	Director	Apr 26 '24	Option Exercise	129.54	10,000	1,295,400	44,545	Apr 29 04:40 PM
BARNES JOHN P	Director	Apr 26 '24	Sale	148.00	10,000	1,480,000	34,545	Apr 29 04:40 PM
BARNES JOHN P	Director	Apr 25 '24	Sale	147.11	10,000	1,471,143	34,545	Apr 29 04:40 PM
Meister Doris P.	Sr. Executive Vice President	Apr 17 '24	Sale	138.21	1,638	226,388	3,362	Apr 19 03:20 PM
WALTERS KIRK W	Director	Mar 13 '24	Option Exercise	124.96	28,845	3,604,450	35,212	Mar 15 02:01 PM
WALTERS KIRK W	Director	Mar 13 '24	Sale	145.00	28,845	4,182,525	6,367	Mar 15 02:01 PM
GEISEL GARY N	Director	Mar 14 '24	Sale	140.84	703	99,014	16,459	Mar 15 02:00 PM
Meister Doris P.	Sr. Executive Vice President	Mar 11 '24	Sale	143.60	3,961	568,819	5,000	Mar 13 10:05 AM
Meister Doris P.	Sr. Executive Vice President	Feb 23 '24	Sale	137.91	1,675	231,003	8,961	Feb 27 05:18 PM
Meister Doris P.	Sr. Executive Vice President	Feb 01 '24	Sale	132.30	1,000	132,300	7,274	Feb 02 04:47 PM
WALTERS KIRK W	Director	Dec 13 '23	Sale	138.00	721	99,498	6,367	Dec 15 03:45 PM
BARNES JOHN P	Director	Dec 13 '23	Option Exercise	123.44	46,266	5,711,075	80,811	Dec 15 03:44 PM
BARNES JOHN P	Director	Dec 14 '23	Option Exercise	123.44	996	122,946	35,541	Dec 15 03:44 PM
BARNES JOHN P	Director	Dec 13 '23	Sale	136.66	46,266	6,322,929	34,545	Dec 15 03:44 PM
BARNES JOHN P	Director	Dec 14 '23	Sale	144.31	996	143,736	34,545	Dec 15 03:44 PM
BARNES JOHN P	Director	Dec 08 '23	Option Exercise	125.75	25,255	3,175,828	59,800	Dec 12 05:23 PM
BARNES JOHN P	Director	Dec 11 '23	Option Exercise	125.85	16,378	2,061,171	50,923	Dec 12 05:23 PM
BARNES JOHN P	Director	Dec 08 '23	Sale	133.10	25,255	3,361,425	34,545	Dec 12 05:23 PM
BARNES JOHN P	Director	Dec 11 '23	Sale	133.28	16,378	2,182,878	34,545	Dec 12 05:23 PM
BARNES JOHN P	Director	Dec 07 '23	Option Exercise	125.85	32,940	4,145,499	67,485	Dec 08 05:09 PM
BARNES JOHN P	Director	Dec 06 '23	Option Exercise	124.33	813	101,080	35,358	Dec 08 05:09 PM
BARNES JOHN P	Director	Dec 07 '23	Sale	132.80	32,940	4,374,580	34,545	Dec 08 05:09 PM
BARNES JOHN P	Director	Dec 06 '23	Sale	134.01	813	108,953	34,545	Dec 08 05:09 PM
GEISEL GARY N	Director	Dec 04 '23	Sale	133.49	1,587	211,849	17,133	Dec 05 04:29 PM
WALTERS KIRK W	Director	Dec 01 '23	Option Exercise	117.82	29,004	3,417,251	36,092	Dec 04 04:57 PM
WALTERS KIRK W	Director	Dec 01 '23	Sale	130.00	29,004	3,770,520	7,088	Dec 04 04:57 PM
Bojdak Robert J	Sr. Executive Vice President	Nov 21 '23	Sale	126.17	800	100,936	16,897	Nov 22 12:50 PM
Meister Doris P.	Sr. Executive Vice President	Oct 30 '23	Sale	110.58	1,000	110,583	6,055	Nov 01 04:05 PM
Bible Daryl N.	Sr. EVP & CFO	Oct 25 '23	Buy	111.04	5,000	555,218	32,876	Oct 27 05:35 PM

Open in Screener

SHCO

Soho House & Co Inc

Sep 06 • 04:00PM ET

5.88

Dollar change +0.30
Percentage change 5.38	%

Consumer Cyclical • Lodging • United Kingdom • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

SHCO Soho House & Co Inc daily Stock Chart

Held by: VXF VCR ITOT FDIS NBCR DFAS SPGM DFAC DFAU DFUS

Index	-	P/E	-	EPS (ttm)	-0.92	Insider Own	79.22%	Shs Outstand	53.74M	Perf Week	-5.31%
Market Cap	1.15B	Forward P/E	-	EPS next Y	-0.13	Insider Trans	-0.16%	Shs Float	40.49M	Perf Month	29.23%
Income	-179.27M	PEG	-	EPS next Q	-0.01	Inst Own	15.26%	Short Float	5.48%	Perf Quarter	16.44%
Sales	1.16B	P/S	0.99	EPS this Y	42.18%	Inst Trans	-1.37%	Short Ratio	9.59	Perf Half Y	-0.68%
Book/sh	-1.18	P/B	-	EPS next Y	61.92%	ROA	-7.02%	Short Interest	2.22M	Perf Year	-21.81%
Cash/sh	0.79	P/C	7.42	EPS next 5Y	-	ROE	-982.86%	52W Range	4.35 - 8.48	Perf YTD	-17.42%
Dividend Est.	-	P/FCF	217.45	EPS past 5Y	-6.28%	ROI	-8.78%	52W High	-30.70%	Beta	0.81
Dividend TTM	-	Quick Ratio	0.70	Sales past 5Y	21.49%	Gross Margin	15.64%	52W Low	35.17%	ATR (14)	0.32
Dividend Ex-Date	-	Current Ratio	0.87	EPS Y/Y TTM	-88.38%	Oper. Margin	-0.23%	RSI (14)	54.11	Volatility	7.04% 5.59%
Employees	7852	Debt/Eq	-	Sales Y/Y TTM	7.35%	Profit Margin	-15.45%	Recom	1.67	Target Price	7.00
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	-1178.52%	Payout	-	Rel Volume	0.90	Prev Close	5.58
Sales Surprise	0.74%	EPS Surprise	-55.82%	Sales Q/Q	5.61%	Earnings	Aug 09 BMO	Avg Volume	231.12K	Price	5.88
SMA20	2.47%	SMA50	6.10%	SMA200	0.83%	Trades		Volume	208,101	Change	5.38%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-03-24	Resumed	Morgan Stanley	Equal-Weight	$5.50

Aug-09-24 07:30AM	Soho House & Co Inc. Announces Second Quarter 2024 Results (Business Wire)
Jul-26-24 09:00AM	Soho House & Co Inc. to Announce Second Quarter 2024 Results on August 9, 2024 (Business Wire)
May-31-24 07:30AM	Soho House & Co Inc. Announcement (Business Wire)
May-11-24 09:46AM	Soho House & Co Inc. (NYSE:SHCO) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 04:52PM	Soho House Check-Up Months After Dire Report: What the Latest Numbers Show (Skift) +7.59%
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11:53AM	SHCO Stock Earnings: Soho House Meets EPS, Beats Revenue for Q1 2024 (InvestorPlace)
08:40AM	Soho House & Co (SHCO) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:30AM	Soho House & Co Inc. Announces First Quarter 2024 Results (Business Wire)
May-03-24 10:00AM	Earnings Preview: Soho House & Co (SHCO) Q1 Earnings Expected to Decline (Zacks)
Apr-26-24 09:00AM	Soho House & Co Inc. to Announce First Quarter 2024 Results on May 10, 2024 (Business Wire)
Mar-19-24 09:31AM	Soho House & Co Inc. (NYSE:SHCO) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-18-24 09:14AM	Letter to Soho House & Co Inc. Shareholders from Executive Chairman of the Board (Business Wire) +20.93%
Mar-15-24 01:25PM	Soho House Draws Members Even as Club Continues to Lose Money (Bloomberg) -13.57%
11:58AM	Soho House Sees Red Ink Flow Despite Membership Surge at Clubs (Skift)
09:25AM	Soho House & Co (SHCO) Reports Q4 Loss, Lags Revenue Estimates (Zacks)
08:13AM	Loading…
08:13AM	Soho House & Co Inc. Announces Fourth Quarter and Fiscal Year 2023 Results (Business Wire)
Mar-05-24 09:00AM	Soho House & Co Inc. to Announce Fourth Quarter 2023 Results on March 15, 2024 (Business Wire)
Feb-29-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating Silicon Lab, Calavo, Soho House, and Thoughtworks and Encourages Investors to Contact the Firm (GlobeNewswire)
Feb-09-24 10:12AM	Soho House Considers Going Private as It Faces Investor Scrutiny (Skift) +12.60%
07:30AM	Soho House & Co Inc. Announcement (Business Wire)
Feb-08-24 08:04PM	Soho House & Co: Company Investigated by the Portnoy Law Firm (GlobeNewswire)
Feb-07-24 11:52AM	Soho House Investigated by Block & Leviton For Potential Securities Law Violations; Investors Who Have Lost Money Are Encouraged to Contact the Firm (GlobeNewswire) -19.09%
Nov-10-23 07:31AM	Soho House & Co Promotes Tom Collins to Chief Operating Officer (Business Wire) -21.10%
07:30AM	Soho House & Co Inc. Announces Third Quarter 2023 Results (Business Wire)
Oct-26-23 04:30PM	Soho House & Co Inc. to Announce Third Quarter 2023 Results on November 10 (Business Wire)
Aug-11-23 07:30AM	Soho House & Co Inc. Announces Second Quarter 2023 Results (Business Wire) +14.87%
Aug-10-23 09:55AM	Wall Street Analysts Think Soho House (SHCO) Could Surge 32.63%: Read This Before Placing a Bet (Zacks)
Jul-26-23 05:16PM	Soho House & Co Inc. to Announce Second Quarter 2023 Results on August 11 (Business Wire)
Jul-12-23 07:00AM	RISE Dispensaries Ironically Celebrates Richard Nixon with Thanks, Dick Campaign (GlobeNewswire)
May-12-23 11:00AM	Soho House Wants Members to Buy Extras in Path to Unlocking Profits (Skift) -6.73%
07:00AM	Loading…
07:00AM	Soho House & Co Announces First Quarter 2023 Results (Business Wire)
Apr-27-23 04:00PM	Soho House & Co Inc. to Announce First Quarter 2023 Results on May 12 (Business Wire) +5.15%
Mar-23-23 03:44PM	Membership Collective Group Is Now Soho House & Co Inc. (Business Wire)

Soho House & Co., Inc. is a holding company, which offers global membership platform of physical and digital spaces. It operates through the following segments: UK, North America, Europe and Rest of the World, and All Other. The company was founded by Nicholas Keith Arthur Jones in 1995 and is headquartered in London, the United Kingdom.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Allen Thomas Glassbrooke	Chief Financial Officer	Sep 03 '24	Sale	5.74	21,461	123,105	119,532	Sep 04 07:38 PM
Allen Thomas Glassbrooke	Chief Financial Officer	Sep 04 '24	Sale	5.50	1,271	6,990	118,261	Sep 04 07:38 PM
Allen Thomas Glassbrooke	Chief Financial Officer	Aug 23 '24	Sale	6.03	32,336	195,060	95,700	Aug 27 06:42 PM
Allen Thomas Glassbrooke	Chief Financial Officer	Aug 27 '24	Sale	6.09	8,557	52,078	87,143	Aug 27 06:42 PM
Allen Thomas Glassbrooke	Officer	Aug 23 '24	Proposed Sale	5.94	66,000	392,040		Aug 22 04:43 PM
Carnie Andrew	Chief Executive Officer	Jul 29 '24	Sale	5.14	3,869	19,878	891,568	Jul 30 04:10 PM
Carnie Andrew	Chief Executive Officer	Jul 30 '24	Sale	5.05	2	10	891,566	Jul 30 04:10 PM
Carnie Andrew	Chief Executive Officer	Jul 25 '24	Sale	5.20	38,532	200,301	917,947	Jul 29 04:20 PM
Carnie Andrew	Chief Executive Officer	Jul 26 '24	Sale	5.08	22,510	114,425	895,437	Jul 29 04:20 PM
Carnie Andrew	Chief Executive Officer	Jul 23 '24	Sale	5.64	32,524	183,435	980,889	Jul 25 04:21 PM
Carnie Andrew	Chief Executive Officer	Jul 24 '24	Sale	5.44	24,410	132,729	956,479	Jul 25 04:21 PM
Carnie Andrew	Chief Executive Officer	Jul 22 '24	Sale	5.61	45,561	255,584	1,013,413	Jul 23 04:09 PM
Carnie Andrew	Chief Executive Officer	Jul 19 '24	Sale	5.77	22,509	129,821	1,058,974	Jul 23 04:09 PM
Jackson Yusef	Director	Jun 20 '24	Buy	5.34	500	2,670	54,345	Jun 24 04:15 PM
Jackson Yusef	Director	Sep 15 '23	Buy	7.14	2,000	14,286	60,511	Sep 20 06:33 PM

Open in Screener

CRTO

Criteo S.A ADR

Sep 06 • 04:00PM ET

44.35

Dollar change -0.39
Percentage change -0.87	%

Communication Services • Advertising Agencies • France • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: GWX FNDC APIE FDLS ONEQ PNQI MRAD

Index	-	P/E	25.72	EPS (ttm)	1.72	Insider Own	3.48%	Shs Outstand	55.77M	Perf Week	-3.84%
Market Cap	2.42B	Forward P/E	10.37	EPS next Y	4.28	Insider Trans	-9.37%	Shs Float	52.70M	Perf Month	-2.55%
Income	102.60M	PEG	-	EPS next Q	0.83	Inst Own	88.67%	Short Float	4.32%	Perf Quarter	14.54%
Sales	1.96B	P/S	1.24	EPS this Y	30.41%	Inst Trans	-0.70%	Short Ratio	4.91	Perf Half Y	32.67%
Book/sh	19.10	P/B	2.32	EPS next Y	3.11%	ROA	4.78%	Short Interest	2.28M	Perf Year	52.04%
Cash/sh	5.64	P/C	7.86	EPS next 5Y	-4.87%	ROE	9.99%	52W Range	22.10 - 49.93	Perf YTD	75.16%
Dividend Est.	-	P/FCF	17.32	EPS past 5Y	-7.79%	ROI	9.15%	52W High	-11.18%	Beta	1.01
Dividend TTM	-	Quick Ratio	1.19	Sales past 5Y	-3.01%	Gross Margin	47.63%	52W Low	100.68%	ATR (14)	1.56
Dividend Ex-Date	-	Current Ratio	1.19	EPS Y/Y TTM	1564.77%	Oper. Margin	9.16%	RSI (14)	41.85	Volatility	3.42% 3.18%
Employees	3563	Debt/Eq	0.11	Sales Y/Y TTM	1.48%	Profit Margin	5.24%	Recom	1.69	Target Price	55.91
Option/Short	Yes / Yes	LT Debt/Eq	0.08	EPS Q/Q	989.49%	Payout	0.00%	Rel Volume	1.04	Prev Close	44.74
Sales Surprise	1.31%	EPS Surprise	40.55%	Sales Q/Q	0.53%	Earnings	Aug 01 BMO	Avg Volume	464.38K	Price	44.35
SMA20	-6.84%	SMA50	0.66%	SMA200	27.73%	Trades		Volume	481,995	Change	-0.87%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-06-24	Upgrade	DA Davidson	Neutral → Buy	$43 → $58
Jul-30-24	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
May-24-24	Upgrade	BMO Capital Markets	Market Perform → Outperform	$31 → $45
Feb-08-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$28 → $41
Jan-09-24	Initiated	BMO Capital Markets	Market Perform	$28
Oct-24-23	Initiated	KeyBanc Capital Markets	Overweight	$40
Jun-27-23	Initiated	Wells Fargo	Equal Weight	$37
Dec-13-22	Initiated	Citigroup	Buy	$36
Mar-01-22	Initiated	The Benchmark Company	Buy	$45
Feb-01-22	Resumed	Stifel	Buy	$50
Jun-03-21	Upgrade	Stifel	Hold → Buy	$40 → $47
Mar-26-21	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform	$45
Feb-11-21	Upgrade	Macquarie	Neutral → Outperform	$40
Jan-19-21	Downgrade	Citigroup	Buy → Neutral	$20
Oct-29-20	Upgrade	Rosenblatt	Neutral → Buy	$20
Oct-29-20	Upgrade	BMO Capital Markets	Market Perform → Outperform	$25
Jun-24-20	Downgrade	BMO Capital Markets	Outperform → Market Perform	$13
Apr-08-20	Upgrade	Societe Generale	Hold → Buy
Apr-02-20	Upgrade	Citigroup	Neutral → Buy	$16 → $14
Mar-30-20	Upgrade	BMO Capital Markets	Market Perform → Outperform

Show Previous Ratings

Aug-28-24 12:00PM	What Makes Criteo S.A. (CRTO) a Strong Momentum Stock: Buy Now? (Zacks)
Aug-26-24 04:01PM	Criteo Announces CEO Succession Plan (PR Newswire)
Aug-20-24 09:15AM	Criteo S.A. (CRTO) Hit a 52 Week High, Can the Run Continue? (Zacks)
Aug-09-24 12:00PM	Here's Why Criteo S.A. (CRTO) is a Great Momentum Stock to Buy (Zacks)
Aug-05-24 09:40AM	Is Criteo (CRTO) Outperforming Other Computer and Technology Stocks This Year? (Zacks) -6.92%
09:15AM	Loading…
Aug-02-24 09:15AM	Criteo S.A. (CRTO) Soars to 52-Week High, Time to Cash Out? (Zacks)
Aug-01-24 11:30PM	Criteo (CRTO) Q2 2024 Earnings Call Transcript (Motley Fool) +5.42%
10:30AM	Compared to Estimates, Criteo (CRTO) Q2 Earnings: A Look at Key Metrics (Zacks)
07:00AM	CRITEO REPORTS RECORD SECOND QUARTER 2024 RESULTS (PR Newswire)
Jul-29-24 01:39PM	The 3 Most Sold Stocks by Activist Hedge Funds for July (InvestorPlace)
Jul-26-24 07:00AM	Criteo Announces Senior Executive Promotions (PR Newswire)
Jul-18-24 07:00AM	CRITEO TO ANNOUNCE SECOND QUARTER 2024 FINANCIAL RESULTS ON AUGUST 1, 2024 (PR Newswire)
Jul-13-24 07:41AM	Why I Sold These 7 Stocks: A Stock Portfolio Spring Cleaning (Motley Fool)
Jul-11-24 08:00AM	Criteo Collaborates with Microsoft Advertising to Drive Retail Media Growth (PR Newswire)
May-31-24 07:00PM	Insider Sale: Chief Legal Officer Ryan Damon Sells 21,000 Shares of Criteo SA (CRTO) (GuruFocus.com)
09:00AM	Loading…
09:00AM	Dollar General Selects Criteo to Enhance its Retail Media Offering (PR Newswire)
05:45AM	Dollar General picks Criteo to boost retail media offering (Marketing Dive)
May-10-24 07:39PM	12 Best Marketing Stocks to Buy (Insider Monkey)
May-08-24 02:22AM	Insider Sale: Chief Legal Officer Ryan Damon Sells 21,661 Shares of Criteo SA (CRTO) (GuruFocus.com)
May-07-24 09:30AM	Is Criteo (CRTO) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
May-06-24 07:00AM	CRITEO TO PRESENT AT THE J.P. MORGAN 52ND GLOBAL TECHNOLOGY, MEDIA AND COMMUNICATIONS CONFERENCE ON MAY 20, 2024 (PR Newswire)
May-03-24 03:37PM	Open Text Corporation (NASDAQ:OTEX) Q3 2024 Earnings Call Transcript (Insider Monkey)
10:06AM	Criteo S.A. (NASDAQ:CRTO) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-02-24 10:15PM	Criteo (CRTO) Q1 2024 Earnings Call Transcript (Motley Fool) +5.69%
11:56AM	CRTO Stock Earnings: Criteo Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
10:30AM	Criteo (CRTO) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
08:41AM	Criteo SA (CRTO) Q1 2024 Earnings: Substantial Growth and Strategic Share Repurchases (GuruFocus.com)
07:00AM	CRITEO REPORTS RECORD FIRST QUARTER 2024 RESULTS (PR Newswire)
Apr-29-24 09:16AM	Insights Into Criteo (CRTO) Q1: Wall Street Projections for Key Metrics (Zacks)
Apr-23-24 05:50PM	Criteo S.A. (CRTO) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
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Apr-22-24 09:00AM	Here is What to Know Beyond Why Criteo S.A. (CRTO) is a Trending Stock (Zacks)
Apr-18-24 06:00PM	Why the Market Dipped But Criteo S.A. (CRTO) Gained Today (Zacks)
07:00AM	CRITEO TO ANNOUNCE FIRST QUARTER 2024 FINANCIAL RESULTS ON MAY 2, 2024 (PR Newswire)
07:00AM	CRITEO HIGHLIGHTS 2023 SUSTAINABILITY PROGRESS IN NEW CORPORATE SOCIAL RESPONSIBILITY REPORT (PR Newswire)
Apr-16-24 07:00AM	Criteo Announces Nomination of Ernst Teunissen to its Board of Directors (PR Newswire)
Apr-12-24 06:00PM	Criteo S.A. (CRTO) Stock Moves -1.29%: What You Should Know (Zacks)
Apr-08-24 06:15PM	Criteo S.A. (CRTO) Declines More Than Market: Some Information for Investors (Zacks)
Apr-05-24 09:40AM	Is Criteo (CRTO) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Apr-01-24 08:38AM	Why Criteo (CRTO) Stock Might be a Great Pick (Zacks)
Mar-28-24 07:00AM	Criteo Secures Its First MRC Accreditation for Retail Media Measurement (PR Newswire)
Mar-22-24 09:40AM	Is Criteo (CRTO) Stock Undervalued Right Now? (Zacks)
Mar-20-24 09:40AM	Are Computer and Technology Stocks Lagging Criteo (CRTO) This Year? (Zacks)
Mar-15-24 07:00PM	Insider Sell: CEO Megan Clarken Sells 21,322 Shares of Criteo SA (CRTO) (GuruFocus.com)
Mar-14-24 09:55AM	Should You Buy Criteo S.A. (CRTO) After Golden Cross? (Zacks)
Mar-13-24 06:25PM	Analyst Report: Criteo S.A. (Morningstar Research)
Mar-07-24 10:12AM	Bull Of The Day: Criteo (CRTO) (Zacks)
Mar-01-24 06:30PM	Criteo, Ocular Therapeutix, and More Stocks See Action From Activist Investors (Barrons.com)
Feb-23-24 11:36AM	Analyst Report: Criteo S.A. (Morningstar Research)
07:55AM	Criteo Comments on Letter from Petrus Advisers (PR Newswire)
Feb-21-24 07:00AM	CRITEO TO PRESENT AT THE KEYBANC EMERGING TECHNOLOGY SUMMIT ON MARCH 6, 2024 (PR Newswire)
Feb-08-24 10:13AM	Criteo S.A. (NASDAQ:CRTO) Q4 2023 Earnings Call Transcript (Insider Monkey)
04:55AM	Analyst Report: Criteo S.A. (Morningstar Research)
Feb-07-24 03:50PM	Why Criteo Stock Is Soaring Today (Motley Fool) +17.78%
09:30AM	Criteo S.A. (CRTO) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
07:35AM	Criteo SA (CRTO) Posts Record Q4 2023 Results with Strong Profitability and Revenue Stability (GuruFocus.com)
07:00AM	CRITEO REPORTS RECORD FOURTH QUARTER 2023 RESULTS (PR Newswire)
Jan-24-24 07:00AM	CRITEO TO ANNOUNCE FOURTH QUARTER AND FISCAL YEAR 2023 FINANCIAL RESULTS ON FEBRUARY 7, 2024 (PR Newswire)
Jan-09-24 09:00AM	Albertsons Media Collective Selects Criteo to Power its Retail Media Ecosystem (PR Newswire)
04:24AM	Albertsons partners with Criteo to bolster retail media offerings (Grocery Dive)
Jan-03-24 07:00AM	Retail Media Innovator Melanie Zimmermann joins Criteo to Lead its Global Retail Media Practice (PR Newswire)
Dec-18-23 07:57AM	Ready for the Next Bull Market? Discover 3 Undervalued Tech Stocks Set to Soar in the Economic Upswing (Motley Fool)
Dec-06-23 05:05PM	Insider Sell Alert: Criteo SA's Chief Legal Officer Ryan Damon Offloads 8,804 Shares (GuruFocus.com)
Nov-29-23 09:04AM	Criteo SA CEO Megan Clarken Sells 5,442 Shares: An Insider Sell Analysis (GuruFocus.com)
Nov-03-23 10:16AM	Criteo S.A. (NASDAQ:CRTO) Q3 2023 Earnings Call Transcript (Insider Monkey)
09:35AM	Down -14.3% in 4 Weeks, Here's Why You Should You Buy the Dip in Criteo S.A. (CRTO) (Zacks)
Nov-02-23 05:03PM	Why Criteo Stock Plunged Today (Motley Fool) -11.97%
02:58PM	Analyst Report: Criteo S.A. (Morningstar Research)
10:00AM	Criteo S.A. (CRTO) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
08:40AM	Criteo SA (CRTO) Reports 5% Revenue Growth in Q3 2023 (GuruFocus.com)
07:00AM	CRITEO REPORTS STRONG THIRD QUARTER 2023 RESULTS (PR Newswire)
Oct-27-23 04:52PM	12 Best Advertising Stocks To Invest In (Insider Monkey)
Oct-26-23 01:02AM	CFO Sarah Glickman Sells 5,504 Shares of Criteo SA (CRTO) (GuruFocus.com)
Oct-24-23 09:51AM	Foot Locker downgraded, Amazon initiated: Wall Street's top analyst calls (The Fly)
Oct-19-23 07:00AM	CRITEO TO ANNOUNCE THIRD QUARTER 2023 FINANCIAL RESULTS ON NOVEMBER 2, 2023 (PR Newswire)
Sep-13-23 01:02AM	Insider Sell: CEO Megan Clarken Sells 3,570 Shares of Criteo SA (CRTO) (GuruFocus.com)
Sep-12-23 07:00AM	Criteo Launches Commerce Max DSP into General Availability and Announces Next-Gen Retailer Monetization Solution Suite (PR Newswire)
Aug-30-23 01:01AM	Insider Sell: Chief Legal Officer Ryan Damon Sells 8,668 Shares of Criteo SA (GuruFocus.com)
Aug-24-23 06:00AM	Criteo Expands Partnership with Omnicom Media Group Providing Advertisers with Next-Level Commerce Insights (PR Newswire)
Aug-23-23 07:00AM	CRITEO TO PRESENT AT CITI'S 2023 GLOBAL TECHNOLOGY CONFERENCE ON SEPTEMBER 6, 2023 (PR Newswire)
Aug-03-23 06:34PM	Analyst Report: Criteo S.A. (Morningstar Research)
06:12AM	Is Criteo S.A.'s (NASDAQ:CRTO) Recent Price Movement Underpinned By Its Weak Fundamentals? (Simply Wall St.)
Aug-02-23 06:44PM	Analyst Report: Criteo S.A. (Morningstar Research)
10:00AM	Criteo S.A. (CRTO) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
07:00AM	CRITEO REPORTS STRONG SECOND QUARTER 2023 RESULT (PR Newswire)
07:00AM	CRITEO REPORTS STRONG SECOND QUARTER 2023 RESULTS (PR Newswire)
Jul-25-23 08:00AM	IAS Expands First-to-Market Retail Media Measurement to Criteo's Commerce Media Platform (PR Newswire)
Jul-19-23 07:00AM	CRITEO TO ANNOUNCE SECOND QUARTER 2023 FINANCIAL RESULTS ON AUGUST 2, 2023 (PR Newswire)
Jun-22-23 02:43PM	Omnicom Media Group Announces First-to-Market Commerce Audience Collaboration with Criteo and Clean Room Provider InfoSum (PR Newswire)
Jun-15-23 07:00AM	Criteo Launches First-ever Supply-side Platform Built for Commerce (PR Newswire)
Jun-06-23 06:41PM	Analyst Report: Criteo S.A. (Morningstar Research)
Jun-05-23 10:19PM	Analyst Report: Criteo S.A. (Morningstar Research)
May-29-23 11:29AM	With 88% institutional ownership, Criteo S.A. (NASDAQ:CRTO) is a favorite amongst the big guns (Simply Wall St.)
May-10-23 07:00AM	CRITEO TO PRESENT AT J.P. MORGAN 51ST TECHNOLOGY, MEDIA & COMMUNICATION CONFERENCE ON MAY 24, 2023 (PR Newswire)
May-09-23 10:25AM	12 Best Advertising Agency Stocks to Buy (Insider Monkey)
May-08-23 07:40AM	What Does Criteo S.A.'s (NASDAQ:CRTO) Share Price Indicate? (Simply Wall St.)
May-04-23 12:43PM	Analyst Report: Criteo S.A. (Morningstar Research)
May-03-23 02:00PM	Criteo (CRTO) Q1 2023 Earnings Call Transcript (Motley Fool) +5.31%
07:00AM	CRITEO REPORTS FIRST QUARTER 2023 RESULTS (PR Newswire)
Apr-27-23 07:02AM	Daily Vickers Top Buyers & Sellers for 04/27/2023 (Argus Research)
07:00AM	Criteo Expands Shopify Integration to Drive New Growth for Merchants (PR Newswire)

Criteo SA is a global technology company, which specializes in digital performance marketing. The firm enables e-commerce companies to leverage large volumes of granular data to engage and convert their customers. It operates through the following segments: Marketing Solutions and Retail Media. The Marketing Solutions segment allows commerce companies to address multiple marketing goals by engaging their consumers with personalized ads across the web, mobile and offline store environments. The Retail Media segment allows retailers to generate advertising revenues from consumer brands, and/or to drive sales for themselves, by monetizing their data and audiences through personalized ads, either on their own digital property or on the open Internet, that address multiple marketing goals. The company was founded by Jean-Baptiste Rudelle, Franck Le Ouay, Pascal Gauthier, Laurent Quatrefages and Romain Niccoli on November 3, 2005 and is headquartered in Paris, France.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Damon Ryan	Chief Legal Officer	Aug 26 '24	Sale	49.17	2,912	143,183	128,609	Aug 27 04:11 PM
Glickman Sarah JS	Chief Financial Officer	Aug 26 '24	Sale	49.17	1,519	74,689	318,682	Aug 27 04:11 PM
Clarken Megan	Chief Executive Officer	Aug 26 '24	Sale	49.17	9,283	456,445	518,429	Aug 27 04:10 PM
Damon Ryan	Officer	Aug 26 '24	Proposed Sale	49.17	2,912	143,190		Aug 26 05:09 PM
Glickman Sarah JS	Officer	Aug 26 '24	Proposed Sale	49.17	1,519	74,693		Aug 26 05:02 PM
Clarken Megan	Officer	Aug 26 '24	Proposed Sale	49.17	9,283	456,466		Aug 26 04:55 PM
Glickman Sarah JS	Chief Financial Officer	Jul 23 '24	Sale	45.49	5,496	250,013	320,201	Jul 25 04:17 PM
Damon Ryan	Chief Legal Officer	May 29 '24	Sale	39.42	21,000	827,820	131,521	May 31 04:09 PM
Damon Ryan	Chief Legal Officer	May 28 '24	Sale	38.94	1,102	42,912	152,521	May 29 04:23 PM
Clarken Megan	Chief Executive Officer	May 28 '24	Sale	38.94	5,490	213,781	527,712	May 28 04:31 PM
Damon Ryan	Chief Legal Officer	May 24 '24	Sale	38.99	946	36,885	153,623	May 24 05:26 PM
Glickman Sarah JS	Chief Financial Officer	May 24 '24	Sale	38.99	1,535	59,850	325,697	May 24 05:24 PM
Clarken Megan	Chief Executive Officer	May 24 '24	Sale	38.99	3,894	151,827	533,202	May 24 05:21 PM
Hufnagel Till	10% Owner	May 14 '24	Buy	37.67	6,000	226,004	1,777,425	May 23 05:47 PM
Hufnagel Till	10% Owner	May 17 '24	Sale	36.30	72,000	2,613,442	1,687,275	May 23 05:47 PM
Hufnagel Till	10% Owner	May 14 '24	Sale	37.75	15,405	581,562	1,762,020	May 23 05:47 PM
Hufnagel Till	10% Owner	May 13 '24	Sale	37.81	10,650	402,713	1,771,425	May 23 05:47 PM
Hufnagel Till	10% Owner	May 16 '24	Sale	37.07	1,540	57,091	1,759,275	May 23 05:47 PM
Hufnagel Till	10% Owner	May 15 '24	Sale	37.48	1,205	45,163	1,760,815	May 23 05:47 PM
Damon Ryan	Chief Legal Officer	May 06 '24	Sale	37.12	21,661	804,095	154,569	May 07 04:12 PM
Glickman Sarah JS	Chief Financial Officer	Apr 23 '24	Sale	35.40	5,504	194,836	327,232	Apr 23 04:15 PM
Clarken Megan	Chief Executive Officer	Mar 14 '24	Sale	35.00	15,837	554,295	537,096	Mar 15 04:12 PM
Clarken Megan	Chief Executive Officer	Mar 13 '24	Sale	35.00	5,485	191,975	552,933	Mar 15 04:12 PM
Damon Ryan	Chief Legal Officer	Mar 04 '24	Sale	32.91	1,974	64,964	176,230	Mar 05 04:16 PM
Damon Ryan	Chief Legal Officer	Feb 26 '24	Sale	32.69	7,959	260,180	144,545	Feb 26 05:13 PM
Glickman Sarah JS	Chief Financial Officer	Feb 26 '24	Sale	32.69	9,653	315,557	293,019	Feb 26 05:10 PM
Clarken Megan	Chief Executive Officer	Feb 26 '24	Sale	32.69	36,675	1,198,906	477,637	Feb 26 05:04 PM
Clarken Megan	Chief Executive Officer	Feb 22 '24	Sale	33.04	23,331	770,856	383,858	Feb 26 05:04 PM
Glickman Sarah JS	Chief Financial Officer	Jan 23 '24	Sale	24.74	3,622	89,608	249,706	Jan 24 04:20 PM
Clarken Megan	Chief Executive Officer	Dec 11 '23	Sale	24.70	3,538	87,389	407,189	Dec 12 04:16 PM
Damon Ryan	Chief Legal Officer	Dec 01 '23	Sale	24.87	6,034	150,082	119,963	Dec 05 04:12 PM
Damon Ryan	Chief Legal Officer	Dec 04 '23	Sale	24.90	2,770	68,973	117,193	Dec 05 04:12 PM
Clarken Megan	Chief Executive Officer	Nov 27 '23	Sale	24.79	5,442	134,880	410,727	Nov 28 04:10 PM
Damon Ryan	Chief Legal Officer	Nov 27 '23	Sale	24.79	1,652	40,945	125,997	Nov 28 04:08 PM
Glickman Sarah JS	Chief Financial Officer	Oct 23 '23	Sale	28.16	5,504	154,979	253,328	Oct 25 04:17 PM
Clarken Megan	Chief Executive Officer	Sep 11 '23	Sale	28.60	3,570	102,102	416,169	Sep 12 04:21 PM

Open in Screener

RGP

Resources Connection Inc

Sep 06 • 04:00PM ET

9.56

Dollar change -0.28
Percentage change -2.85	%

Industrials • Consulting Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

RGP Resources Connection Inc daily Stock Chart

Held by: VTI IWM VXF DFAT IWN FNDA VTWO BSVO SCHA DES

Index	RUT	P/E	15.37	EPS (ttm)	0.62	Insider Own	6.89%	Shs Outstand	33.56M	Perf Week	-7.72%
Market Cap	319.97M	Forward P/E	7.01	EPS next Y	1.36	Insider Trans	0.58%	Shs Float	31.16M	Perf Month	-6.00%
Income	21.03M	PEG	1.92	EPS next Q	0.02	Inst Own	89.18%	Short Float	2.71%	Perf Quarter	-13.87%
Sales	632.80M	P/S	0.51	EPS this Y	-34.77%	Inst Trans	1.94%	Short Ratio	1.36	Perf Half Y	-30.72%
Book/sh	12.48	P/B	0.77	EPS next Y	124.73%	ROA	4.03%	Short Interest	0.84M	Perf Year	-37.80%
Cash/sh	3.25	P/C	2.94	EPS next 5Y	8.00%	ROE	5.05%	52W Range	9.70 - 15.48	Perf YTD	-32.53%
Dividend Est.	0.49 (5.16%)	P/FCF	15.40	EPS past 5Y	-8.68%	ROI	4.92%	52W High	-38.24%	Beta	0.64
Dividend TTM	0.56 (5.86%)	Quick Ratio	3.32	Sales past 5Y	-1.64%	Gross Margin	37.55%	52W Low	-1.44%	ATR (14)	0.30
Dividend Ex-Date	Aug 23, 2024	Current Ratio	3.32	EPS Y/Y TTM	-61.38%	Oper. Margin	5.42%	RSI (14)	33.91	Volatility	2.79% 2.53%
Employees	3376	Debt/Eq	0.03	Sales Y/Y TTM	-18.42%	Profit Margin	3.32%	Recom	3.00	Target Price	14.50
Option/Short	Yes / Yes	LT Debt/Eq	0.02	EPS Q/Q	-10.60%	Payout	90.24%	Rel Volume	0.34	Prev Close	9.84
Sales Surprise	5.41%	EPS Surprise	342.34%	Sales Q/Q	-19.65%	Earnings	Jul 18 AMC	Avg Volume	618.72K	Price	9.56
SMA20	-5.65%	SMA50	-9.58%	SMA200	-21.24%	Trades		Volume	212,778	Change	-2.85%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-15-22	Upgrade	BofA Securities	Underperform → Neutral	$49 → $58
Jun-19-20	Initiated	Sidoti	Buy	$15

Jul-30-24 05:31PM	Resources Connection, Inc.s Donald B. Murray Resigns as Chairman of the Board (Business Wire)
Jul-25-24 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
09:40AM	Are Investors Undervaluing Resources Connection (RGP) Right Now? (Zacks)
Jul-24-24 02:21PM	Hedge Fund and Insider Trading News: Cliff Asness, Bill Ackman, Politan Capital Management, Soleus Capital , Resources Connection Inc (RGP), NVIDIA Corporation (NVDA), and More (Insider Monkey)
Jul-18-24 08:53PM	RGP Stock Earnings: Resources Connection Beats EPS, Beats Revenue for Q4 2024 (InvestorPlace) +5.46%
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05:40PM	Resources Connection (RGP) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:49PM	Resources Connection: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Resources Connection, Inc. Reports Financial Results for Fourth Quarter and Full Fiscal Year 2024 (Business Wire)
Jul-11-24 07:00AM	RGP Releases Latest Pulse Survey on Workforce Investment Priorities (Business Wire)
Jul-10-24 05:59AM	Is ManpowerGroup (MAN) Trading at Attractive Valuations? (Insider Monkey)
04:13AM	Can Resources Connection (RGP) Withstand the Current Industry Recession? (Insider Monkey)
Jul-03-24 12:05PM	Resources Connection, Inc. to Announce Fourth Quarter and Full Fiscal Year 2024 Results on July 18, 2024 (Business Wire)
Jul-01-24 04:05PM	Resources Connection Completes Acquisition of Reference Point (Business Wire)
Jun-18-24 12:05PM	Resources Connection to Participate in Noble Capital Markets Virtual Conference (Business Wire)
Jun-13-24 04:05PM	RGP Announces New Leaders of On-Demand Talent and Consulting Business Units (Business Wire)
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Jun-11-24 10:50AM	Sidoti Events, LLC's Virtual June Small-Cap Conference (ACCESSWIRE)
Jun-10-24 04:05PM	Resources Connection to Participate in the Sidoti Virtual Investor Conference (Business Wire)
Jun-07-24 06:09PM	KKR, CrowdStrike Holdings and GoDaddy Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600 (PR Newswire)
Jun-04-24 04:05PM	RGP Appoints Roger Carlile to Its Board of Directors (Business Wire)
May-28-24 04:05PM	Resources Connection to Participate in the Baird Global Consumer, Technology & Services Conference (Business Wire)
Apr-18-24 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Apr-05-24 07:30AM	Women are reentering the workforce at a record pace. Here's why (Yahoo Finance Video) +5.99%
Apr-04-24 09:38AM	Resources Connection, Inc. (NASDAQ:RGP) Q3 2024 Earnings Call Transcript (Insider Monkey) -7.57%
Apr-03-24 08:52PM	RGP Stock Earnings: Resources Connection Beats EPS, Misses Revenue for Q3 2024 (InvestorPlace)
05:52PM	Resources Connection Inc (RGP) Reports Decline in Q3 Revenue and Earnings, Missing Analyst Estimates (GuruFocus.com)
05:40PM	Resources Connection (RGP) Q3 Earnings Top Estimates (Zacks)
04:37PM	Resources Connection: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:30PM	Resources Connection, Inc. Reports Financial Results for Third Quarter Fiscal 2024 (Business Wire)
04:05PM	Resources Connection, Inc. Announces Appointment of Bhadresh Patel as Chief Operating Officer (Business Wire)
Mar-28-24 08:00AM	Resources Connection to Acquire Reference Point LLC (Business Wire)
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Mar-20-24 05:02PM	Resources Connection, Inc. to Announce Fiscal 2024 Third Quarter Results on April 3, 2024 (Business Wire)
Mar-12-24 10:30AM	Sidoti Events, LLC's Virtual March Small-Cap Conference (ACCESSWIRE)
Mar-07-24 04:05PM	Resources Connection to Participate in the Sidoti Virtual Investor Conference (Business Wire)
Feb-13-24 09:00AM	RGP Poll Provides a Pulse on Workforce Investment Priorities in 2024 (Business Wire) -5.85%
Jan-25-24 03:04PM	Chuck Royce's Strategic Reduction in Resources Connection Inc (GuruFocus.com)
Jan-18-24 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Jan-04-24 08:50AM	Resources Connection, Inc. (NASDAQ:RGP) Q2 2024 Earnings Call Transcript (Insider Monkey)
Jan-03-24 11:54PM	Resources Connection Inc (RGP) Faces Revenue Decline Amid Economic Challenges in Q2 Fiscal 2024 (GuruFocus.com)
09:03PM	RGP Stock Earnings: Resources Connection Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
05:15PM	Resources Connection (RGP) Q2 Earnings and Revenues Top Estimates (Zacks)
04:13PM	Resources Connection: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Resources Connection, Inc. Reports Financial Results for Second Quarter Fiscal 2024 (Business Wire)
Jan-02-24 05:27PM	FOMC meeting minutes, job openings, earnings: What to watch (Yahoo Finance Video)
Dec-20-23 04:05PM	Resources Connection, Inc. to Announce Fiscal 2024 Second Quarter Results on January 3, 2024 (Business Wire)
Dec-05-23 10:25AM	Sidoti Events, LLC's Virtual December Small-Cap Conference (ACCESSWIRE)
Nov-30-23 04:05PM	Resources Connection to Participate in the Sidoti Virtual Investor Conference (Business Wire)
Nov-28-23 04:59PM	12 Most Important Financial Ratios to Analyze a Company (Insider Monkey)
Nov-15-23 04:05PM	Resources Connection Acquires CloudGo Pte Ltd. (Business Wire)
Nov-03-23 04:43PM	RGP CEO explains companies' top 'transformation projects' (Yahoo Finance Video)
Oct-31-23 09:00AM	RGP Study Finds C-Suite Leaders Are Shifting Their Workforce Strategies as They Take on More Transformation Initiatives (Business Wire)
Oct-20-23 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Oct-19-23 10:00AM	RGP Study Finds Life Sciences M&A Deals Require Stronger Project Execution (Business Wire)
Oct-05-23 08:44AM	Q1 2024 Resources Connection Inc Earnings Call (Thomson Reuters StreetEvents) -6.56%
08:15AM	Resources Connection, Inc. (NASDAQ:RGP) Q1 2024 Earnings Call Transcript (Insider Monkey)
Oct-04-23 05:45PM	Resources Connection Inc (RGP) Reports Q1 Fiscal 2024 Earnings: Revenue and Net Income Decline (GuruFocus.com)
05:25PM	Resources Connection (RGP) Surpasses Q1 Earnings Estimates (Zacks)
04:14PM	Resources Connection: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Resources Connection Reports Financial Results for First Quarter Fiscal 2024 (Business Wire)
Sep-21-23 09:00AM	RGP Study Finds Financial Services Firms Are Challenged With Managing Data-Intensive Projects (Business Wire)
Sep-20-23 04:05PM	Resources Connection, Inc. to Announce Fiscal 2024 First Quarter Results on October 4, 2023 (Business Wire)
Sep-19-23 09:00AM	Sidoti Events, LLCs Virtual September Small-Cap Conference (ACCESSWIRE)
Sep-14-23 04:05PM	Resources Connection to Participate in the Sidoti Virtual Investor Conference (Business Wire)
Aug-16-23 04:05PM	Resources Connection Announces Appointment of Sue Collyns to Board of Directors (Business Wire)
Aug-03-23 06:06AM	Resources Connection (NASDAQ:RGP) Has Affirmed Its Dividend Of $0.14 (Simply Wall St.)
Jul-28-23 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Jul-26-23 01:54PM	Resources Connection, Inc. (NASDAQ:RGP) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jul-24-23 05:35PM	Resources Connection (RGP) Q4 Earnings and Revenues Surpass Estimates (Zacks)
04:41PM	Resources Connection: Fiscal Q4 Earnings Snapshot (AP Finance)
04:05PM	Resources Connection, Inc. Reports Financial Results for Fourth Quarter and Full Fiscal Year 2023 (Business Wire)
Jul-22-23 10:22AM	Resources Connection's (NASDAQ:RGP) investors will be pleased with their notable 61% return over the last three years (Simply Wall St.)
Jul-10-23 04:05PM	Resources Connection, Inc. to Announce Fiscal 2023 Fourth Quarter Results on July 24, 2023 (Business Wire)
Jun-21-23 08:00PM	RGP: What does Argus have to say about RGP? (Argus Research)
May-14-23 08:17AM	Resources Connection (NASDAQ:RGP) Could Become A Multi-Bagger (Simply Wall St.)
Apr-27-23 06:06AM	Resources Connection's (NASDAQ:RGP) Dividend Will Be $0.14 (Simply Wall St.)
Apr-26-23 08:00PM	RGP: Lowering target price to $15.00 (Argus Research)
09:00AM	RGP Study Reveals the Systemic Impact of Healthcare Staffing Shortages on Mission-Critical Projects (Business Wire)
Apr-21-23 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Apr-09-23 08:12AM	Is Resources Connection, Inc. (NASDAQ:RGP) Expensive For A Reason? A Look At Its Intrinsic Value (Simply Wall St.)
Apr-07-23 10:25PM	Resources Connection, Inc. (NASDAQ:RGP) Q3 2023 Earnings Call Transcript (Insider Monkey)
Apr-04-23 05:25PM	Resources Connection (RGP) Q3 Earnings and Revenues Top Estimates (Zacks) -8.00%
04:16PM	Resources Connection: Fiscal Q3 Earnings Snapshot (AP Finance)
04:05PM	Resources Connection, Inc. Reports Financial Results for Third Quarter Fiscal 2023 (Business Wire)
Mar-21-23 12:00PM	Resources Connection, Inc. to Participate in the Sidoti Virtual Investor Conference (Business Wire)
08:30AM	Resources Connection, Inc. to Announce Fiscal 2023 Third Quarter Results on April 4, 2023 (Business Wire)
Mar-17-23 06:11AM	Resources Connection, Inc.'s (NASDAQ:RGP) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock? (Simply Wall St.)
Feb-28-23 12:04PM	Do Resources Connection's (NASDAQ:RGP) Earnings Warrant Your Attention? (Simply Wall St.)
Feb-12-23 07:14AM	Investors in Resources Connection (NASDAQ:RGP) have made a respectable return of 39% over the past three years (Simply Wall St.)
Jan-26-23 05:06AM	Resources Connection (NASDAQ:RGP) Has Announced A Dividend Of $0.14 (Simply Wall St.)
Jan-20-23 05:33PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Jan-17-23 09:00AM	RGP Study Finds One-Third of Companies Pursuing Mission-Critical Transformation Projects Are Facing Challenges (Business Wire)
Jan-16-23 08:44AM	Is the Options Market Predicting a Spike in Resources Connection (RGP) Stock? (Zacks)
Jan-10-23 07:44AM	Resources Connection, Inc. (NASDAQ:RGP) Q2 2023 Earnings Call Transcript (Insider Monkey)
Jan-09-23 05:34AM	Resources Connection Second Quarter 2023 Earnings: EPS Beats Expectations (Simply Wall St.)
Jan-04-23 05:25PM	Resources Connection (RGP) Q2 Earnings and Revenues Surpass Estimates (Zacks) -17.19%
04:05PM	Resources Connection, Inc. Reports Financial Results for Second Quarter Fiscal 2023 (Business Wire)
Dec-21-22 04:05PM	Resources Connection, Inc. to Announce Fiscal 2023 Second Quarter Results on January 4, 2023 (Business Wire)
Dec-06-22 07:00AM	Sidoti's December Small-Cap Virtual Conference (ACCESSWIRE)
Dec-02-22 08:00AM	Resources Connection, Inc. to Participate in the Sidoti Virtual Investor Conference (Business Wire)
05:13AM	Resources Connection, Inc. (NASDAQ:RGP) is largely controlled by institutional shareholders who own 85% of the company (Simply Wall St.)
Nov-17-22 01:27PM	Resources Connection (NASDAQ:RGP) Is Very Good At Capital Allocation (Simply Wall St.)

Resources Connection, Inc. engages in the provision of business consulting services. It offers consulting and business initiative support services to its global client base in the areas of accounting, finance, corporate governance risk and compliance management, corporate advisory strategic communications and restructuring, information management, human capital, supply chain management, healthcare solutions, and legal and regulatory. The company was founded by Donald Brian Murray in June 1996 and is headquartered in Irvine, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MURRAY DONALD B	Officer	Aug 29 '24	Proposed Sale	10.18	277,014	2,820,003		Aug 29 01:34 PM
MURRAY DONALD B	Officer	Aug 29 '24	Proposed Sale	10.18	250,000	2,545,000		Aug 29 01:08 PM
MURRAY DONALD B	Officer	Aug 14 '24	Proposed Sale	10.00	198,154	1,981,540		Aug 14 03:51 PM
MURRAY DONALD B	Member of immediate family of	Aug 14 '24	Proposed Sale	10.00	49,446	494,460		Aug 14 03:37 PM
Ryu Jennifer Y	CFO	Jul 24 '24	Sale	11.25	11,650	131,062	84,481	Jul 25 04:12 PM
Carlile Roger D	Director	Jul 22 '24	Buy	11.25	25,000	281,250	25,000	Jul 23 04:30 PM
White David P	Director	Oct 31 '23	Sale	13.34	2,753	36,711	10,915	Nov 02 04:43 PM

Open in Screener

HBT

HBT Financial Inc

Sep 06 • 04:00PM ET

21.36

Dollar change -0.45
Percentage change -2.06	%

Financial • Banks - Regional • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IWM VTI VXF IWN AVUV DES SCHA VTWO DFAS IWC

Index	RUT	P/E	9.51	EPS (ttm)	2.25	Insider Own	61.02%	Shs Outstand	31.70M	Perf Week	-4.00%
Market Cap	674.12M	Forward P/E	9.82	EPS next Y	2.18	Insider Trans	-0.08%	Shs Float	12.30M	Perf Month	4.96%
Income	71.47M	PEG	-	EPS next Q	0.58	Inst Own	22.73%	Short Float	0.43%	Perf Quarter	12.42%
Sales	278.98M	P/S	2.42	EPS this Y	-6.67%	Inst Trans	-2.60%	Short Ratio	1.71	Perf Half Y	9.54%
Book/sh	16.14	P/B	1.32	EPS next Y	-5.23%	ROA	1.43%	Short Interest	0.05M	Perf Year	12.54%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	14.88%	52W Range	17.42 - 24.85	Perf YTD	1.18%
Dividend Est.	0.74 (3.48%)	P/FCF	10.86	EPS past 5Y	-2.17%	ROI	11.61%	52W High	-14.04%	Beta	0.85
Dividend TTM	0.74 (3.46%)	Quick Ratio	-	Sales past 5Y	10.89%	Gross Margin	-	52W Low	22.65%	ATR (14)	0.59
Dividend Ex-Date	Aug 06, 2024	Current Ratio	0.07	EPS Y/Y TTM	12.02%	Oper. Margin	34.74%	RSI (14)	45.17	Volatility	2.29% 2.35%
Employees	844	Debt/Eq	0.27	Sales Y/Y TTM	23.56%	Profit Margin	25.62%	Recom	2.40	Target Price	25.60
Option/Short	Yes / Yes	LT Debt/Eq	0.21	EPS Q/Q	-0.85%	Payout	32.80%	Rel Volume	0.41	Prev Close	21.81
Sales Surprise	-0.65%	EPS Surprise	2.59%	Sales Q/Q	8.92%	Earnings	Jul 22 BMO	Avg Volume	30.82K	Price	21.36
SMA20	-1.03%	SMA50	-1.47%	SMA200	6.77%	Trades		Volume	12,719	Change	-2.06%

Date	Action	Analyst	Rating Change	Price Target Change
May-10-24	Upgrade	Raymond James	Mkt Perform → Outperform	$23
Jul-01-22	Downgrade	JP Morgan	Neutral → Underweight	$20 → $19
Feb-01-21	Downgrade	Raymond James	Outperform → Mkt Perform

Jul-22-24 09:30AM	HBT Financial (HBT) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:15AM	HBT Financial (HBT) Tops Q2 Earnings Estimates (Zacks)
07:12AM	HBT Financial: Q2 Earnings Snapshot (Associated Press Finance)
07:05AM	HBT Financial, Inc. Announces Second Quarter 2024 Financial Results (GlobeNewswire)
Jul-10-24 07:05AM	HBT Financial, Inc. to Announce Second Quarter 2024 Financial Results on July 22, 2024 (GlobeNewswire)
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May-10-24 08:05AM	Raymond James Upgrades HBT Financial to Outperform From Market Perform, Price Target is $23 (MT Newswires)
May-08-24 04:32AM	Insiders are Buying These 10 Undervalued Bank Stocks (Insider Monkey)
Apr-22-24 09:30AM	HBT Financial (HBT) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
08:15AM	HBT Financial (HBT) Matches Q1 Earnings Estimates (Zacks)
07:13AM	HBT Financial: Q1 Earnings Snapshot (Associated Press Finance)
07:05AM	HBT Financial, Inc. Announces First Quarter 2024 Financial Results (GlobeNewswire)
Apr-12-24 12:00PM	What Makes HBT Financial (HBT) a New Buy Stock (Zacks)
Apr-11-24 04:05PM	HBT Financial, Inc. to Announce First Quarter 2024 Financial Results on April 22, 2024 (GlobeNewswire)
Feb-12-24 06:40AM	Defying Inflation: 7 Dividend Stocks for a Secure Income Stream (InvestorPlace)
Jan-24-24 01:05PM	HBT Financial Inc (HBT) Reports Mixed Fourth Quarter Results; Strong Asset Quality Amidst ... (GuruFocus.com)
09:30AM	Loading…
09:30AM	HBT Financial (HBT) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
07:23AM	HBT Financial: Q4 Earnings Snapshot (Associated Press Finance)
07:05AM	HBT Financial, Inc. Announces Fourth Quarter 2023 Financial Results (GlobeNewswire)
Jan-23-24 04:23PM	Countdown to HBT Financial (HBT) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Jan-10-24 04:15PM	UPDATE HBT Financial, Inc. to Announce Fourth Quarter 2023 Financial Results on January 24, 2024 (GlobeNewswire)
07:00AM	HBT Financial, Inc. to Announce Fourth Quarter 2024 Financial Results on January 24, 2024 (GlobeNewswire)
Dec-21-23 07:24AM	HBT Financial (HBT) Rewards Shareholders With New Buyback Plan (Zacks)
Dec-20-23 08:30AM	HBT Financial, Inc. Announces Authorization of New $15 Million Stock Repurchase Program (GlobeNewswire)
Dec-14-23 07:22AM	HBT Financial (HBT) Soars 6.4%: Is Further Upside Left in the Stock? (Zacks)
Oct-23-23 09:30AM	HBT Financial (HBT) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
07:51AM	HBT Financial Inc. Reports Strong Third Quarter 2023 Financial Results (GuruFocus.com)
07:25AM	HBT Financial (HBT) Tops Q3 Earnings Estimates (Zacks)
06:19AM	HBT Financial: Q3 Earnings Snapshot (Associated Press Finance)
06:05AM	HBT Financial, Inc. Announces Third Quarter 2023 Financial Results (GlobeNewswire)
Oct-17-23 10:01AM	Analysts Estimate Orange County Bancorp, Inc. (OBT) to Report a Decline in Earnings: What to Look Out for (Zacks)
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Oct-16-23 10:00AM	HBT Financial (HBT) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-11-23 04:05PM	HBT Financial, Inc. to Announce Third Quarter 2023 Financial Results on October 23, 2023 (GlobeNewswire)
Sep-22-23 07:09AM	Heartland Bancorp (HLAN): A Deep Dive into its Dividend Performance and Sustainability (GuruFocus.com)
Aug-02-23 06:02AM	Four Days Left To Buy HBT Financial, Inc. (NASDAQ:HBT) Before The Ex-Dividend Date (Simply Wall St.)
Jul-24-23 08:25AM	HBT Financial (HBT) Q2 Earnings and Revenues Miss Estimates (Zacks)
07:15AM	HBT Financial: Q2 Earnings Snapshot (Associated Press Finance)
07:05AM	HBT Financial, Inc. Announces Second Quarter 2023 Financial Results (GlobeNewswire)
Jul-10-23 05:00PM	HBT Financial, Inc. to Announce Second Quarter 2023 Financial Results on July 24, 2023 (GlobeNewswire)
May-03-23 06:19AM	HBT Financial, Inc. (NASDAQ:HBT) Goes Ex-Dividend Soon (Simply Wall St.)
May-02-23 06:06AM	HBT Financial (NASDAQ:HBT) Is Paying Out A Larger Dividend Than Last Year (Simply Wall St.)
Apr-26-23 09:30AM	Compared to Estimates, HBT Financial (HBT) Q1 Earnings: A Look at Key Metrics (Zacks)
08:25AM	HBT Financial (HBT) Surpasses Q1 Earnings Estimates (Zacks)
07:19AM	HBT Financial: Q1 Earnings Snapshot (AP Finance)
07:05AM	HBT Financial, Inc. Announces First Quarter 2023 Financial Results (GlobeNewswire)
Apr-25-23 06:14AM	In spite of recent selling, insiders still control 59% of HBT Financial, Inc. (NASDAQ:HBT) (Simply Wall St.)
Apr-20-23 10:02AM	Evans Bancorp (EVBN) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-19-23 10:01AM	HBT Financial (HBT) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-12-23 05:30PM	HBT Financial, Inc. to Announce First Quarter 2023 Financial Results on April 26, 2023 (GlobeNewswire)
Apr-03-23 08:30AM	HBT Financial, Inc. Announces Executive Officer Transition Plans (GlobeNewswire)
Mar-31-23 12:00PM	HBT Financial (HBT) Moves to Buy: Rationale Behind the Upgrade (Zacks)
Mar-15-23 06:19AM	The three-year decline in earnings might be taking its toll on HBT Financial (NASDAQ:HBT) shareholders as stock falls 10% over the past week (Simply Wall St.)
Feb-17-23 07:12AM	New Strong Buy Stocks for February 17th (Zacks)
03:15AM	Best Income Stocks to Buy for February 17th (Zacks)
Feb-02-23 01:04PM	Just Three Days Till HBT Financial, Inc. (NASDAQ:HBT) Will Be Trading Ex-Dividend (Simply Wall St.)
Feb-01-23 04:05PM	HBT Financial, Inc. Completes Merger With Town and Country Financial Corporation (GlobeNewswire)
Jan-28-23 07:38AM	HBT Financial, Inc. (NASDAQ:HBT) Just Reported Full-Year Earnings And Analysts Are Lifting Their Estimates (Simply Wall St.)
Jan-25-23 08:25AM	HBT Financial (HBT) Beats Q4 Earnings and Revenue Estimates (Zacks)
07:05AM	HBT Financial, Inc. Announces Fourth Quarter 2022 Financial Results (GlobeNewswire)
Jan-11-23 04:15PM	HBT Financial, Inc. to Announce Fourth Quarter 2022 Financial Results on January 25, 2023 (GlobeNewswire)
Dec-21-22 07:05AM	HBT Financial, Inc. Announces Authorization of New $15 Million Stock Repurchase Program (GlobeNewswire)
Nov-23-22 07:05AM	HBT Financial, Inc. Announces Executive Officer Transition Plans (GlobeNewswire)
Nov-11-22 05:08AM	HBT Financial Third Quarter 2022 Earnings: Beats Expectations (Simply Wall St.)
Oct-30-22 08:39AM	HBT Financial, Inc. (NASDAQ:HBT) Will Pay A US$0.16 Dividend In Four Days (Simply Wall St.)
Oct-26-22 09:15AM	LIMESTONE BANCORP, INC. (LMST) Hit a 52 Week High, Can the Run Continue? (Zacks)
Oct-24-22 08:25AM	HBT Financial (HBT) Beats Q3 Earnings and Revenue Estimates (Zacks)
07:05AM	HBT Financial, Inc. Announces Third Quarter 2022 Financial Results (GlobeNewswire)
Oct-18-22 10:01AM	First Bank (FRBA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-17-22 10:00AM	Earnings Preview: HBT Financial (HBT) Q3 Earnings Expected to Decline (Zacks)
Oct-12-22 04:05PM	HBT Financial, Inc. to Announce Third Quarter 2022 Financial Results on October 24, 2022 (GlobeNewswire)
Aug-23-22 04:15PM	HBT Financial, Inc. Expands Illinois Footprint Through Merger with Town and Country Financial Corporation (GlobeNewswire)
Aug-18-22 04:05PM	HBT Financial, Inc. Announces Chief Financial Officer Transition Plan (GlobeNewswire)
08:36AM	Best Income Stocks to Buy for August 18th (Zacks)
06:55AM	New Strong Buy Stocks for August 18th (Zacks)
Aug-02-22 08:04AM	HBT Financial (NASDAQ:HBT) shareholders have earned a 19% return over the last year (Simply Wall St.)
Jul-25-22 08:15AM	HBT Financial (HBT) Q2 Earnings and Revenues Top Estimates (Zacks)
07:05AM	HBT Financial, Inc. Announces Second Quarter 2022 Financial Results (GlobeNewswire)
Jul-19-22 10:01AM	Analysts Estimate HarborOne Bancorp (HONE) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-18-22 10:00AM	HBT Financial (HBT) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Jul-13-22 04:10PM	HBT Financial, Inc. to Announce Second Quarter 2022 Financial Results on July 25, 2022 (GlobeNewswire)
Jul-01-22 07:42AM	JPMorgan Chase downgrades three regional banks (MarketWatch)
May-04-22 06:24AM	Just Four Days Till HBT Financial, Inc. (NASDAQ:HBT) Will Be Trading Ex-Dividend (Simply Wall St.)
Apr-25-22 08:25AM	HBT Financial (HBT) Q1 Earnings and Revenues Beat Estimates (Zacks)
07:05AM	HBT Financial, Inc. Announces First Quarter 2022 Financial Results (GlobeNewswire)
Apr-12-22 08:00AM	HBT Financial, Inc. to Announce First Quarter 2022 Financial Results on April 25, 2022 (GlobeNewswire)
Feb-24-22 12:20PM	Can HBT Financial (HBT) Run Higher on Rising Earnings Estimates? (Zacks)
Feb-17-22 04:05PM	HBT Financial, Inc. Announces Changes to Board Of Directors (GlobeNewswire)
Feb-01-22 11:40AM	HBT Financial's (NASDAQ:HBT) Dividend Will Be Increased To US$0.16 (Simply Wall St.)
Jan-31-22 11:36AM	Is HBT Financial, Inc.'s (NASDAQ:HBT) Shareholder Ownership Skewed Towards Insiders? (Simply Wall St.)
Jan-27-22 08:45AM	HBT Financial (HBT) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
Jan-25-22 08:35PM	Randolph Bancorp, Inc. (RNDB) Q4 Earnings and Revenues Lag Estimates (Zacks)
Jan-24-22 05:15PM	Atlantic Capital Bancshares (ACBI) Q4 Earnings and Revenues Surpass Estimates (Zacks)
Jan-20-22 03:02PM	Earnings Preview: HBT Financial (HBT) Q4 Earnings Expected to Decline (Zacks)
Jan-12-22 04:32PM	HBT Financial, Inc. to Announce Fourth Quarter 2021 Financial Results on January 27, 2022 (GlobeNewswire)
Dec-14-21 04:05PM	HBT Financial, Inc. Announces Authorization of New $15 Million Stock Repurchase Program (GlobeNewswire)
Nov-01-21 06:30AM	HBT Financial, Inc. (NASDAQ:HBT) Pays A US$0.15 Dividend In Just Three Days (Simply Wall St.)
Oct-30-21 09:27AM	HBT Financial (NASDAQ:HBT) Will Pay A Dividend Of US$0.15 (Simply Wall St.)
Oct-25-21 08:25AM	HBT Financial (HBT) Q3 Earnings and Revenues Beat Estimates (Zacks)
07:05AM	HBT Financial, Inc. Announces Third Quarter 2021 Financial Results (GlobeNewswire)
Oct-18-21 03:00PM	HBT Financial (HBT) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-14-21 08:00AM	HBT Financial, Inc. to Announce Third Quarter 2021 Financial Results on October 25, 2021 (GlobeNewswire)

HBT Financial, Inc. is a bank holding company, which provides business, commercial and retail banking products and services to consumers, businesses, and municipal entities. The company was founded in 1920 and is headquartered in Bloomington, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Baker Roger A	Director	Aug 27 '24	Sale	22.33	5,809	129,715	554,795	Aug 29 04:22 PM
Baker Roger A	Director	Aug 28 '24	Sale	22.33	4,191	93,585	550,604	Aug 29 04:22 PM
Roger A. Baker	Director	Aug 27 '24	Proposed Sale	22.80	10,000	228,000		Aug 27 04:24 PM
BUSCH PATRICK F	Director	Jul 24 '24	Sale	24.09	11,555	278,360	190,000	Jul 25 04:10 PM
BURWELL ERIC E	Director	Jun 11 '24	Buy	18.99	6,000	113,940	31,820	Jun 13 04:21 PM
Chapman Peter Robert	EVP & CFO	May 01 '24	Buy	18.93	1,100	20,823	25,141	May 01 04:47 PM
PFEIFFER GERALD E	Director	Mar 01 '24	Buy	18.85	1,385	26,107	58,585	Mar 04 04:21 PM
PFEIFFER GERALD E	Director	Mar 01 '24	Buy	18.85	162	3,054	5,162	Mar 04 04:21 PM
Baker Roger A	Director	Feb 26 '24	Buy	18.80	200	3,760	560,004	Feb 27 04:44 PM
Baker Roger A	Director	Feb 22 '24	Buy	18.86	3,632	68,500	559,804	Feb 23 05:23 PM
Baker Roger A	Director	Feb 09 '24	Buy	18.90	100	1,890	556,172	Feb 13 09:13 AM
Baker Roger A	Director	Feb 08 '24	Buy	18.90	92	1,739	556,072	Feb 09 04:15 PM
Baker Roger A	Director	Feb 07 '24	Buy	18.68	1,888	35,268	555,980	Feb 08 04:07 PM
Baker Roger A	Director	Feb 06 '24	Buy	18.84	2,103	39,621	554,092	Feb 07 04:05 PM
Baker Roger A	Director	Feb 05 '24	Buy	19.08	1,512	28,849	551,989	Feb 07 04:05 PM
BUSCH PATRICK F	Director	Nov 02 '23	Buy	18.00	2,272	40,896	60,512	Nov 02 04:29 PM
BUSCH PATRICK F	Director	Nov 01 '23	Buy	17.97	2,000	35,940	58,240	Nov 02 04:29 PM

Open in Screener

VRTX

Vertex Pharmaceuticals, Inc.

Sep 06 • 04:00PM ET

468.00

Dollar change -0.57
Percentage change -0.12	%

Healthcare • Biotechnology • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

VRTX Vertex Pharmaceuticals, Inc. daily Stock Chart

Held by: VTI VOO QQQ SPY IVV VUG XLV IBB VHT JEPI

Index	NDX, S&P 500	P/E	-	EPS (ttm)	-2.03	Insider Own	0.26%	Shs Outstand	257.70M	Perf Week	-5.14%
Market Cap	120.79B	Forward P/E	25.14	EPS next Y	18.62	Insider Trans	-13.01%	Shs Float	257.43M	Perf Month	0.45%
Income	-489.90M	PEG	-	EPS next Q	4.05	Inst Own	92.68%	Short Float	1.72%	Perf Quarter	-3.61%
Sales	10.32B	P/S	11.70	EPS this Y	-97.83%	Inst Trans	1.21%	Short Ratio	3.79	Perf Half Y	14.00%
Book/sh	57.26	P/B	8.17	EPS next Y	5523.96%	ROA	-2.42%	Short Interest	4.42M	Perf Year	35.92%
Cash/sh	22.45	P/C	20.84	EPS next 5Y	12.33%	ROE	-3.24%	52W Range	340.83 - 510.64	Perf YTD	15.02%
Dividend Est.	-	P/FCF	-	EPS past 5Y	11.42%	ROI	-3.12%	52W High	-8.35%	Beta	0.42
Dividend TTM	-	Quick Ratio	2.26	Sales past 5Y	27.16%	Gross Margin	86.43%	52W Low	37.31%	ATR (14)	10.15
Dividend Ex-Date	-	Current Ratio	2.52	EPS Y/Y TTM	-114.46%	Oper. Margin	-3.79%	RSI (14)	40.67	Volatility	2.41% 1.88%
Employees	5400	Debt/Eq	0.06	Sales Y/Y TTM	10.32%	Profit Margin	-4.75%	Recom	1.91	Target Price	520.56
Option/Short	Yes / Yes	LT Debt/Eq	0.06	EPS Q/Q	-495.94%	Payout	0.00%	Rel Volume	0.93	Prev Close	468.57
Sales Surprise	-0.68%	EPS Surprise	-10.36%	Sales Q/Q	6.02%	Earnings	Aug 01 AMC	Avg Volume	1.17M	Price	468.00
SMA20	-2.24%	SMA50	-3.09%	SMA200	7.92%	Trades		Volume	1,085,398	Change	-0.12%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-05-24	Downgrade	Barclays	Overweight → Equal Weight	$472 → $509
Jun-27-24	Initiated	Redburn Atlantic	Buy	$545
Apr-11-24	Upgrade	Evercore ISI	In-line → Outperform	$438
Feb-15-24	Initiated	Wolfe Research	Outperform	$515
Feb-06-24	Downgrade	Evercore ISI	Outperform → In-line	$436 → $438
Feb-02-24	Downgrade	Bernstein	Outperform → Mkt Perform
Jan-31-24	Downgrade	Robert W. Baird	Neutral → Underperform	$325
Jan-31-24	Downgrade	Maxim Group	Buy → Hold
Jan-24-24	Downgrade	Canaccord Genuity	Hold → Sell	$332 → $379
Dec-14-23	Reiterated	RBC Capital Mkts	Sector Perform	$347 → $379
May-30-23	Initiated	William Blair	Outperform	$382
May-04-23	Resumed	Piper Sandler	Overweight	$385
Mar-21-23	Initiated	Bernstein	Outperform	$344
Jan-18-23	Initiated	Canaccord Genuity	Hold	$311
Jan-17-23	Upgrade	SVB Leerink	Mkt Perform → Outperform	$374
Dec-19-22	Downgrade	Jefferies	Buy → Hold	$340
Jul-13-22	Initiated	Cantor Fitzgerald	Overweight	$365
Jun-01-22	Upgrade	Maxim Group	Hold → Buy	$325
May-23-22	Initiated	SVB Leerink	Mkt Perform	$265
May-06-22	Downgrade	Robert W. Baird	Outperform → Neutral	$250

Show Previous Ratings

Sep-02-24 09:00AM	Vertex Pharmaceuticals Incorporated (VRTX) is Attracting Investor Attention: Here is What You Should Know (Zacks)
07:12AM	Is DexCom a Millionaire-Maker Stock? (Motley Fool)
Aug-31-24 07:30AM	3 No-Brainer Stocks to Buy in September (Motley Fool)
Aug-30-24 08:19PM	Vertex Pharmaceutical Inc. (VRTX): Jim Cramer's Go-To Stock For Success (Insider Monkey)
06:45AM	3 Rock-Solid Pharma Stocks to Buy Now and Hold Forever (Motley Fool)
05:50AM	Loading…
05:50AM	3 Reasons to Buy Vertex Pharmaceuticals Stock Like There's No Tomorrow (Motley Fool)
Aug-28-24 06:19PM	Here's Why a Handful of Pharmaceutical Stocks Rose Wednesday (Investopedia)
Aug-23-24 05:45AM	Forget Novo Nordisk: Buy This Magnificent Pharma Stock Instead (Motley Fool)
Aug-22-24 08:00AM	Vertex to Participate in Upcoming September Investor Conferences (Business Wire)
Aug-21-24 09:00AM	Vertex Pharmaceuticals Incorporated (VRTX) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Aug-18-24 05:00AM	These 2 Incredible Growth Stocks Are Set to Soar This Summer and Beyond (Motley Fool)
Aug-17-24 03:58PM	Why Is Royalty Pharma plc (RPRX) the Best Defensive Stock to Buy Now? (Insider Monkey)
07:30AM	3 Fantastic Growth Stocks to Buy in August (Motley Fool)
Aug-15-24 08:02AM	Vertex (VRTX) Stock Outperforms Industry YTD: Here's Why (Zacks)
05:45AM	Prediction: These 4 Future Technologies Will Be Millionaire-Makers -- and Here Are the Top Stocks to Buy Now to Profit From Them (Motley Fool)
09:30AM	Loading…
Aug-12-24 09:30AM	2 Biotech Stocks to Buy Hand Over Fist in August (Motley Fool)
Aug-08-24 07:22PM	Insider Sale at Vertex Pharmaceuticals Inc (VRTX) by EVP and CMO Carmen Bozic (GuruFocus.com)
01:53PM	CRISPR-based Casgevy is made accessible in England following NICE guidance (Pharmaceutical Technology)
12:23PM	Merck TIGIT drug fails another trial; Intellia therapy succeeds in HAE study (BioPharma Dive)
11:07AM	Here's How to Play Vertex (VRTX) Stock After Q2 Loss, Price Dip (Zacks)
Aug-07-24 07:12PM	Vertex Announces CASGEVY Reimbursement Agreement for the Treatment of Transfusion-Dependent Beta Thalassemia in England (Business Wire)
Aug-06-24 09:00AM	Investors Heavily Search Vertex Pharmaceuticals Incorporated (VRTX): Here is What You Need to Know (Zacks)
04:31AM	Is It Too Late to Buy Vertex Pharmaceuticals Stock? (Motley Fool)
Aug-05-24 05:52PM	Google's search monopoly, El-Erian talks the Fed: Market Domination (Yahoo Finance Video)
04:59PM	Investing in biotech outside of weight-loss drugs (Yahoo Finance Video)
06:55AM	Prediction: These Could Be the Best-Performing Growth Stocks Through 2030 (Motley Fool)
Aug-04-24 01:33PM	3 Biotech Stocks on Track for 50% Returns (or More) by 2028 (InvestorPlace)
Aug-03-24 07:45AM	3 Unstoppable Stocks to Buy in August (Motley Fool)
06:38AM	Prediction: 2 Stocks That Will Be Worth More Than Johnson & Johnson 10 Years From Now (Motley Fool)
01:02AM	Decoding Vertex Pharmaceuticals Inc (VRTX): A Strategic SWOT Insight (GuruFocus.com)
06:00PM	Loading…
Aug-02-24 06:00PM	Compared to Estimates, Vertex (VRTX) Q2 Earnings: A Look at Key Metrics (Zacks)
05:25PM	Analyst Report: Vertex Pharmaceuticals Incorporated (Morningstar Research)
10:03AM	Vertex (VRTX) Q2 Loss Wider Than Expected, '24 Sales View Raised (Zacks)
05:50AM	Should Investors Worry About Vertex Pharmaceuticals $3.6 Billion Q2 Loss? Not Even for a Second. (Motley Fool)
Aug-01-24 09:30PM	Vertex Pharmaceuticals (VRTX) Q2 2024 Earnings Call Transcript (Motley Fool)
05:15PM	Vertex Pharmaceuticals (VRTX) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
04:53PM	Vertex Slumps As Guidance Hike Featuring The Gene-Editing Launch Fails To Erase Losses (Investor's Business Daily)
04:11PM	Vertex: Q2 Earnings Snapshot (Associated Press Finance)
04:10PM	Vertex Slumps On Light Second-Quarter Despite Hiked 2024 Outlook (Investor's Business Daily)
04:08PM	Vertex Pharma raises annual revenue forecast on strong demand for its cystic fibrosis treatments (Reuters)
04:01PM	Vertex Reports Second Quarter 2024 Financial Results (Business Wire)
10:15AM	Got $500? 2 Compelling Growth Stocks to Buy and Hold Forever (Motley Fool)
Jul-30-24 01:10PM	Vertex Announces FDA Acceptance of New Drug Application for Suzetrigine for the Treatment of Moderate-to-Severe Acute Pain (Business Wire)
Jul-29-24 10:44AM	Vertex (VRTX) Stock Before Q2 Earnings: To Buy or Not to Buy? (Zacks)
09:16AM	Curious about Vertex (VRTX) Q2 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Jul-28-24 04:41AM	2 No-Brainer Growth Stocks to Buy With $1,000 Right Now (Motley Fool)
Jul-25-24 07:20PM	Insider Sale at Vertex Pharmaceuticals Inc (VRTX) by EVP and CMO Carmen Bozic (GuruFocus.com)
01:01PM	Baillie Gifford's Strategic Moves in Q2 2024: A Closer Look at NVIDIA Corp's Impact (GuruFocus.com)
08:15AM	Is Vertex Pharmaceuticals' Monopoly in Danger? (Motley Fool)
04:10AM	3 Reasons to Buy Vertex Pharmaceuticals Stock Like There's No Tomorrow (Motley Fool)
Jul-24-24 07:01PM	Insider Sale: CEO & President Reshma Kewalramani Sells 15,202 Shares of Vertex ... (GuruFocus.com)
05:50PM	Vertex Pharmaceuticals (VRTX) Rises As Market Takes a Dip: Key Facts (Zacks)
09:00AM	Here is What to Know Beyond Why Vertex Pharmaceuticals Incorporated (VRTX) is a Trending Stock (Zacks)
03:52AM	Pipeline power: Sionnas AbbVie deal could redefine CF therapeutics (Pharmaceutical Technology)
Jul-23-24 01:54PM	HHS gives thumbs down to bluebirds fertility support programme (Pharmaceutical Technology)
Jul-22-24 06:00PM	Here's Why Vertex Pharmaceuticals (VRTX) Gained But Lagged the Market Today (Zacks)
Jul-21-24 05:06AM	2 Historically Flawless Metrics Suggest the Stock Market Can Plunge: Here Are 3 Stocks I've Sold Ahead of What May Be a Big Move for Wall Street (Motley Fool)
Jul-20-24 06:00AM	3 Monster Stocks in the Making to Buy Right Now (Motley Fool)
Jul-17-24 01:30PM	3 Gene Editing Stocks That Could Grow Your Wealth (InvestorPlace)
Jul-16-24 09:15AM	Genomics plc Announces New Extension and Expansion of Drug Discovery Collaboration with Vertex (PR Newswire)
08:00AM	Vertex taps Orum to hunt for better preconditioning drugs (BioPharma Dive)
04:15AM	Could CRISPR Therapeutics Become the Next Vertex Pharmaceuticals? (Motley Fool)
Jul-15-24 06:00PM	Vertex Pharmaceuticals (VRTX) Exceeds Market Returns: Some Facts to Consider (Zacks)
09:00AM	Health Canada Grants Marketing Authorization for TRIKAFTA® (elexacaftor/tezacaftor/ivacaftor and ivacaftor) for People With Cystic Fibrosis Aged 2 Years and Older With Certain Rare Mutations (PR Newswire)
07:15AM	Bull Market and Beyond: 2 Stocks Just Waiting to Soar (Motley Fool)
04:15AM	Stock-Split Watch: 2 Healthcare Stocks That Look Ready to Split (Motley Fool)
Jul-14-24 09:15AM	Got $1,000? 2 Incredible Growth Stocks to Buy and Hold Forever (Motley Fool)
Jul-12-24 07:01PM	Insider Sale: EVP and CMO Carmen Bozic Sells Shares of Vertex Pharmaceuticals Inc (VRTX) (GuruFocus.com)
Jul-11-24 08:45AM	1 Biotech Stock to Buy Hand Over Fist and 1 to Avoid (Motley Fool)
Jul-09-24 06:00PM	Vertex Pharmaceuticals (VRTX) Outpaces Stock Market Gains: What You Should Know (Zacks)
07:00AM	The 3 Most Undervalued Gene Editing Stocks to Buy in July 2024 (InvestorPlace)
Jul-08-24 08:00AM	3 No-Brainer Stocks to Buy in July (Motley Fool)
06:00AM	3 Pharma Stocks Already Ushering in the Next Biotech Boom (InvestorPlace)
Jul-06-24 04:15AM	Prediction: This Will Be Vertex Pharmaceuticals' New Billion-Dollar Growth Driver (and It's Coming Soon). (Motley Fool)
Jul-05-24 02:14PM	The 3 Best Biotech Stocks to Buy in July 2024 (InvestorPlace)
07:45AM	1 Stock That Increased 10,000% in 33 Years to Buy and Hold Forever (Motley Fool)
05:45AM	Did Vertex Pharmaceuticals Just Invent the Next Ozempic? (Motley Fool)
Jul-04-24 05:50AM	Forget Eli Lilly: 3 Biotech Stocks to Buy Instead (Motley Fool)
Jul-03-24 03:11PM	3 Top-Rated Gene Editing Stocks Actually Making Money (InvestorPlace)
09:13AM	Vertex (VRTX) NDA for Vanza Triple Therapy Accepted by FDA (Zacks)
Jul-02-24 08:33AM	Vertex Announces FDA Acceptance of New Drug Application for Vanzacaftor/Tezacaftor/Deutivacaftor, a Next-In-Class Triple Combination Treatment for Cystic Fibrosis (Business Wire)
06:24AM	3 Under-the-Radar Biotech Stocks With Blockbuster Potential (InvestorPlace)
Jul-01-24 08:40PM	Is CRISPR Therapeutics AG (CRSP) the Best Stock to Buy and Hold for 5 Years? (Insider Monkey)
04:05PM	Vertex to Announce Second Quarter 2024 Financial Results on August 1 (Business Wire)
10:02AM	3 Breakout Biotech Stocks on Track to Double by 2032 (InvestorPlace)
09:30AM	Bull Market Buys: 2 Growth Stocks to Own for the Long Run (Motley Fool)
Jun-29-24 03:07AM	Insider Sale at Vertex Pharmaceuticals Inc (VRTX): EVP and CMO Carmen Bozic Sells 2,280 Shares (GuruFocus.com)
Jun-28-24 07:45AM	2 Superior Growth Stocks to Buy if You Have $1,000 Right Now (Motley Fool)
05:50AM	Prediction: These Could Be the Best-Performing Healthcare Stocks Through 2030 (Motley Fool)
03:31AM	2 Healthcare Stocks That Are Screaming Buys in June (Motley Fool)
Jun-27-24 02:21PM	You've Been Warned! 3 Biotech Stocks to Buy Now or Regret Forever. (InvestorPlace)
09:54AM	Vertex (VRTX) Rises 16.5% YTD: Time to Bet On the Stock? (Zacks)
09:04AM	What Makes Editas Medicine, Inc. (EDIT) One of the Best Small-Cap Stocks with Highest Upside Potential? (Insider Monkey)
08:00AM	Is CRISPR Therapeutics Stock a Buy? One Analyst Thinks the Biotech Is "Very Undervalued." (Motley Fool)
06:40AM	3 Biotech Stocks That Could Make Your Grandchildren Rich (InvestorPlace)
Jun-26-24 04:36PM	Top 10 Small-Cap Stocks with Highest Upside Potential (Insider Monkey)
09:00AM	Vertex Pharmaceuticals Incorporated (VRTX) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Jun-25-24 04:12AM	Everyone's Talking About Vertex Pharmaceuticals. Is It Time to Buy? (Motley Fool)
Jun-24-24 06:00PM	Vertex Pharmaceuticals (VRTX) Ascends While Market Falls: Some Facts to Note (Zacks)
10:11AM	Vertex Pharmaceutical Incorporated. (VRTX): Analysts are Bullish on this Healthcare Stock's Strong Financial Performance in Q1 (Insider Monkey)

Vertex Pharmaceuticals, Inc. is a global biotechnology company, which engages in the business of discovering, developing, manufacturing, and commercializing small molecule drugs for patients with serious diseases. The firm focuses on development and commercializing therapies for the treatment of cystic fibrosis, infectious diseases including viral infections such as influenza and bacterial infections, autoimmune diseases such as rheumatoid arthritis, cancer, inflammatory bowel disease and neurological disorders including pain and multiple sclerosis. The company was founded by Joshua S. Boger in 1989 and is headquartered in Boston, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
LEIDEN JEFFREY M	Executive Chairman	Aug 30 '24	Sale	499.00	3,784	1,888,216	9,994	Sep 04 04:13 PM
Bhatia Sangeeta N.	Director	Aug 30 '24	Option Exercise	152.74	646	98,670	5,081	Sep 04 04:12 PM
Bhatia Sangeeta N.	Director	Aug 30 '24	Sale	500.00	646	323,000	4,435	Sep 04 04:12 PM
Bhatia Sangeeta N.	Director	Aug 30 '24	Proposed Sale	500.00	646	323,000		Aug 30 04:47 PM
JEFFREY LEIDEN	Director	Aug 30 '24	Proposed Sale	493.35	3,784	1,866,836		Aug 30 04:23 PM
Bhatia Sangeeta N.	Director	Aug 08 '24	Option Exercise	152.74	1,292	197,340	5,727	Aug 12 04:08 PM
Bhatia Sangeeta N.	Director	Aug 08 '24	Sale	466.29	1,292	602,447	4,435	Aug 12 04:08 PM
Bozic Carmen	EVP and CMO	Aug 07 '24	Sale	476.75	2,280	1,086,990	23,259	Aug 08 04:06 PM
Bhatia Sangeeta N.	Director	Aug 08 '24	Proposed Sale	466.29	1,292	602,447		Aug 08 11:47 AM
Bozic Carmen	Officer	Aug 07 '24	Proposed Sale	476.75	2,280	1,086,990		Aug 07 09:52 AM
SACHS BRUCE I	Director	Aug 01 '24	Option Exercise	125.71	5,295	665,634	45,295	Aug 02 04:10 PM
SACHS BRUCE I	Director	Aug 01 '24	Sale	508.00	5,295	2,689,860	40,000	Aug 02 04:10 PM
Kewalramani Reshma	CEO & President	Jul 30 '24	Sale	505.00	15,202	7,677,010	90,970	Aug 01 04:17 PM
SACHS BRUCE I	Director	Aug 01 '24	Proposed Sale	508.00	5,295	2,689,860		Aug 01 03:34 PM
Kewalramani Reshma	Officer	Jul 30 '24	Proposed Sale	505.00	15,202	7,677,010		Jul 30 03:25 PM
Bozic Carmen	EVP and CMO	Jul 24 '24	Sale	488.46	2,280	1,113,689	25,539	Jul 25 04:06 PM
Kewalramani Reshma	CEO & President	Jul 22 '24	Sale	497.00	15,202	7,555,394	106,172	Jul 24 04:05 PM
Bozic Carmen	EVP and CMO	Jul 10 '24	Sale	487.34	2,280	1,111,135	27,819	Jul 12 04:07 PM
Bozic Carmen	EVP and CMO	Jun 26 '24	Sale	471.72	2,280	1,075,522	30,099	Jun 28 04:04 PM
Bozic Carmen	EVP and CMO	Jun 12 '24	Sale	478.00	2,280	1,089,840	32,379	Jun 13 04:11 PM
Atkinson Edward Morrow III	EVP, Chief Technical Ops. Off.	Jun 12 '24	Sale	478.00	7,288	3,483,664	15,972	Jun 13 04:09 PM
WAGNER CHARLES F JR	EVP & Chief Financial Officer	Jun 03 '24	Sale	460.00	3,250	1,495,000	47,137	Jun 05 04:11 PM
Tatsis Ourania	EVP, Chief Reg. & Quality Off.	Jun 03 '24	Sale	460.00	2,175	1,000,500	49,098	Jun 05 04:08 PM
Tatsis Ourania	EVP, Chief Reg. & Quality Off.	May 30 '24	Sale	439.11	2,350	1,031,908	53,523	Jun 03 04:09 PM
Tatsis Ourania	EVP, Chief Reg. & Quality Off.	May 31 '24	Sale	445.00	2,250	1,001,250	51,273	Jun 03 04:09 PM
Bozic Carmen	EVP and CMO	May 29 '24	Sale	445.56	2,280	1,015,877	34,659	May 31 04:19 PM
WAGNER CHARLES F JR	EVP & Chief Financial Officer	May 28 '24	Sale	454.79	3,250	1,478,068	50,387	May 30 04:07 PM
Kewalramani Reshma	CEO & President	May 24 '24	Option Exercise	187.53	1,565	293,484	122,939	May 29 04:08 PM
Kewalramani Reshma	CEO & President	May 24 '24	Sale	457.00	1,565	715,205	121,374	May 29 04:08 PM
SACHS BRUCE I	Director	May 22 '24	Option Exercise	93.51	7,073	661,396	47,073	May 24 04:13 PM
SACHS BRUCE I	Director	May 22 '24	Sale	448.00	7,073	3,168,704	40,000	May 24 04:13 PM
Kewalramani Reshma	CEO & President	May 20 '24	Sale	447.00	15,202	6,795,294	121,374	May 22 04:21 PM
Sachdev Amit	EVP Chief Patient & Ext Af Off	May 15 '24	Sale	430.93	32	13,790	55,325	May 17 04:27 PM
Arbuckle Stuart A	EVP, COO	May 15 '24	Sale	430.93	69	29,734	49,691	May 17 04:24 PM
ALTSHULER DAVID	EVP, Chief Scientific Officer	May 15 '24	Sale	430.93	54	23,270	25,813	May 17 04:22 PM
Bhatia Sangeeta N.	Director	May 02 '24	Sale	402.95	467	188,178	4,435	May 03 04:05 PM
Ambrose Kristen	SVP & Chief Accounting Officer	Apr 02 '24	Sale	419.00	240	100,560	7,500	Apr 03 04:02 PM
Tatsis Ourania	EVP, Chief Reg. & Quality Off.	Feb 26 '24	Sale	425.70	354	150,698	55,804	Feb 27 05:02 PM
Sachdev Amit	EVP Chief Patient & Ext Af Off	Feb 26 '24	Sale	425.70	3,004	1,278,803	55,325	Feb 27 04:59 PM
Atkinson Edward Morrow III	EVP, Chief Technical Ops. Off.	Feb 26 '24	Sale	425.70	883	375,893	15,972	Feb 27 04:44 PM
Arbuckle Stuart A	EVP, COO	Feb 26 '24	Sale	425.70	5,034	2,142,974	49,691	Feb 27 04:37 PM
Ambrose Kristen	SVP & Chief Accounting Officer	Feb 26 '24	Sale	425.70	883	375,893	7,965	Feb 27 04:29 PM
ALTSHULER DAVID	EVP, Global Research and CSO	Feb 26 '24	Sale	425.70	4,239	1,804,542	25,813	Feb 27 04:24 PM
Tatsis Ourania	EVP, Chief Reg. & Quality Off.	Feb 21 '24	Sale	421.77	360	151,837	59,467	Feb 23 04:28 PM
Sachdev Amit	EVP Chief Patient & Ext Af Off	Feb 21 '24	Sale	421.77	3,191	1,345,868	60,798	Feb 23 04:20 PM
Atkinson Edward Morrow III	EVP, Chief Technical Ops. Off.	Feb 21 '24	Sale	421.77	1,201	506,546	18,509	Feb 23 04:16 PM
Arbuckle Stuart A	EVP, COO	Feb 21 '24	Sale	421.77	3,603	1,519,637	59,439	Feb 23 04:12 PM
ALTSHULER DAVID	EVP, Global Research and CSO	Feb 21 '24	Sale	421.77	3,002	1,266,154	34,022	Feb 23 04:10 PM
Tatsis Ourania	EVP, Chief Reg. & Quality Off.	Feb 20 '24	Sale	420.79	480	201,979	59,827	Feb 21 04:43 PM
Sachdev Amit	EVP Chief Patient & Ext Af Off	Feb 20 '24	Sale	420.79	4,254	1,790,041	63,989	Feb 21 04:38 PM
Atkinson Edward Morrow III	EVP, Chief Technical Ops. Off.	Feb 20 '24	Sale	420.79	801	337,053	19,710	Feb 21 04:23 PM
Arbuckle Stuart A	EVP, COO	Feb 20 '24	Sale	420.79	4,804	2,021,475	63,042	Feb 21 04:19 PM
ALTSHULER DAVID	EVP, Global Research and CSO	Feb 20 '24	Sale	420.79	4,002	1,684,002	37,024	Feb 21 04:13 PM
LEIDEN JEFFREY M	Executive Chairman	Feb 15 '24	Sale	419.16	4,655	1,951,190	17,896	Feb 16 04:07 PM
LEIDEN JEFFREY M	Executive Chairman	Feb 14 '24	Sale	419.04	4,356	1,825,338	22,551	Feb 16 04:07 PM
LEIDEN JEFFREY M	Executive Chairman	Feb 12 '24	Sale	419.51	2,656	1,114,205	27,644	Feb 14 04:04 PM
LEIDEN JEFFREY M	Executive Chairman	Feb 13 '24	Sale	419.13	737	308,899	26,907	Feb 14 04:04 PM
Sachdev Amit	EVP Chief Patient & Ext Af Off	Feb 12 '24	Sale	420.24	3,222	1,354,013	74,364	Feb 13 05:15 PM
Biller Jonathan	EVP and Chief Legal Officer	Feb 12 '24	Sale	418.77	1,738	727,822	18,280	Feb 13 04:56 PM
Atkinson Edward Morrow III	EVP, Chief Technical Ops. Off.	Feb 12 '24	Sale	420.24	913	383,679	23,137	Feb 13 04:54 PM
Arbuckle Stuart A	EVP, COO	Feb 12 '24	Sale	420.24	4,295	1,804,931	75,718	Feb 13 04:51 PM
Ambrose Kristen	SVP & Chief Accounting Officer	Feb 12 '24	Sale	420.24	1,374	577,410	9,676	Feb 13 04:48 PM
ALTSHULER DAVID	EVP, Global Research and CSO	Feb 12 '24	Sale	420.24	3,145	1,321,655	47,588	Feb 13 04:46 PM
LEIDEN JEFFREY M	Executive Chairman	Jan 08 '24	Sale	419.07	6,648	2,785,977	2,423	Jan 10 04:06 PM
WAGNER CHARLES F JR	EVP & Chief Financial Officer	Jan 02 '24	Sale	405.00	3,000	1,215,000	43,693	Jan 04 04:17 PM
Kewalramani Reshma	CEO & President	Dec 15 '23	Option Exercise	181.83	17,135	3,115,593	125,846	Dec 19 04:15 PM
Kewalramani Reshma	CEO & President	Dec 15 '23	Sale	407.00	17,135	6,973,945	108,711	Dec 19 04:15 PM
LEIDEN JEFFREY M	Executive Chairman	Dec 13 '23	Sale	399.42	13,354	5,333,799	9,071	Dec 15 04:33 PM
Kewalramani Reshma	CEO & President	Dec 13 '23	Sale	397.00	5,098	2,023,906	108,711	Dec 15 04:23 PM
Arbuckle Stuart A	EVP, COO	Dec 13 '23	Option Exercise	187.53	8,603	1,613,321	65,159	Dec 15 04:20 PM
Arbuckle Stuart A	EVP, COO	Dec 13 '23	Sale	399.00	8,603	3,432,597	56,556	Dec 15 04:20 PM
WAGNER CHARLES F JR	EVP & Chief Financial Officer	Nov 20 '23	Sale	349.88	3,000	1,049,640	46,693	Nov 21 04:07 PM
Sachdev Amit	EVP Chief Patient & Ext Af Off	Nov 15 '23	Sale	369.92	35	12,947	58,814	Nov 17 04:16 PM
ALTSHULER DAVID	EVP, Global Research and CSO	Nov 15 '23	Sale	369.92	19	7,028	32,038	Nov 17 04:11 PM
Bozic Carmen	EVP and CMO	Nov 14 '23	Sale	380.82	5,650	2,151,633	29,302	Nov 16 04:15 PM
Kewalramani Reshma	CEO & President	Nov 13 '23	Sale	377.00	5,097	1,921,569	113,809	Nov 15 04:16 PM
SACHS BRUCE I	Director	Nov 06 '23	Option Exercise	127.54	11,250	1,434,825	51,250	Nov 08 04:11 PM
SACHS BRUCE I	Director	Nov 06 '23	Sale	385.00	11,250	4,331,250	40,000	Nov 08 04:11 PM
Bozic Carmen	EVP and CMO	Oct 31 '23	Sale	355.92	5,651	2,011,304	34,952	Nov 02 04:07 PM
Bozic Carmen	EVP and CMO	Oct 17 '23	Sale	373.25	5,651	2,109,236	40,603	Oct 19 04:18 PM
Bhatia Sangeeta N.	Director	Oct 17 '23	Sale	375.00	243	91,125	3,901	Oct 19 04:13 PM
LEIDEN JEFFREY M	Executive Chairman	Oct 16 '23	Sale	374.00	12,962	4,847,788	22,425	Oct 18 04:17 PM
Bhatia Sangeeta N.	Director	Oct 06 '23	Sale	360.00	242	87,120	4,144	Oct 11 04:14 PM
Bozic Carmen	EVP and CMO	Oct 03 '23	Sale	345.28	5,651	1,951,177	46,254	Oct 05 04:30 PM
Biller Jonathan	EVP and Chief Legal Officer	Oct 02 '23	Sale	346.76	610	211,524	10,569	Oct 03 04:07 PM
Bozic Carmen	EVP and CMO	Sep 19 '23	Sale	351.00	5,651	1,983,501	51,905	Sep 21 04:15 PM

Open in Screener

TWST

Twist Bioscience Corp

Sep 06 • 04:00PM ET

36.72

Dollar change -3.30
Percentage change -8.25	%

Healthcare • Diagnostics & Research • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

TWST Twist Bioscience Corp daily Stock Chart

Held by: ARKK ARKG VTI VB IWM VXF XBI VBK IWO IBB

Index	RUT	P/E	-	EPS (ttm)	-3.81	Insider Own	4.30%	Shs Outstand	57.56M	Perf Week	-18.22%
Market Cap	2.15B	Forward P/E	-	EPS next Y	-2.39	Insider Trans	-1.61%	Shs Float	56.07M	Perf Month	-17.58%
Income	-220.31M	PEG	-	EPS next Q	-0.70	Inst Own	106.35%	Short Float	16.43%	Perf Quarter	-30.72%
Sales	295.21M	P/S	7.29	EPS this Y	4.32%	Inst Trans	2.41%	Short Ratio	9.16	Perf Half Y	-3.34%
Book/sh	8.39	P/B	4.38	EPS next Y	30.61%	ROA	-30.42%	Short Interest	9.21M	Perf Year	49.33%
Cash/sh	4.94	P/C	7.43	EPS next 5Y	-	ROE	-38.36%	52W Range	14.42 - 60.90	Perf YTD	-0.38%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-6.09%	ROI	-39.08%	52W High	-39.70%	Beta	1.77
Dividend TTM	-	Quick Ratio	4.52	Sales past 5Y	60.13%	Gross Margin	40.53%	52W Low	154.65%	ATR (14)	2.65
Dividend Ex-Date	-	Current Ratio	4.91	EPS Y/Y TTM	-3.16%	Oper. Margin	-63.17%	RSI (14)	31.69	Volatility	6.38% 5.00%
Employees	919	Debt/Eq	0.18	Sales Y/Y TTM	25.37%	Profit Margin	-74.63%	Recom	1.83	Target Price	51.80
Option/Short	Yes / Yes	LT Debt/Eq	0.15	EPS Q/Q	-46.26%	Payout	-	Rel Volume	1.18	Prev Close	40.02
Sales Surprise	5.25%	EPS Surprise	-92.43%	Sales Q/Q	27.81%	Earnings	Aug 02 BMO	Avg Volume	1.01M	Price	36.72
SMA20	-15.32%	SMA50	-24.32%	SMA200	-7.22%	Trades		Volume	1,185,330	Change	-8.25%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-04-24	Initiated	Guggenheim	Buy	$53
Jan-17-24	Upgrade	Goldman	Neutral → Buy	$25 → $45
Sep-27-23	Initiated	Berenberg	Buy	$27
Jan-05-23	Initiated	Scotiabank	Sector Outperform	$33
Jan-03-23	Upgrade	Evercore ISI	In-line → Outperform	$28 → $36
Mar-02-22	Resumed	Cowen	Outperform
Oct-15-21	Resumed	Cowen	Outperform
Jun-29-21	Initiated	William Blair	Outperform
Jun-04-21	Initiated	Goldman	Neutral	$110
Apr-12-21	Initiated	Piper Sandler	Overweight	$150
Feb-05-21	Downgrade	JP Morgan	Neutral → Underweight	$100
Jan-04-21	Downgrade	Evercore ISI	Outperform → In-line
Oct-20-20	Initiated	SVB Leerink	Mkt Perform	$90
May-31-19	Initiated	Evercore ISI	Outperform
Nov-26-18	Initiated	JP Morgan	Neutral	$27

Show Previous Ratings

Aug-27-24 08:00AM	Twist Bioscience to Present at Baird Global Healthcare Conference 2024 (Business Wire)
Aug-14-24 09:45AM	How A.I. Is Shaping the Future of U.S. Healthcare: Regulatory and Market Updates (GlobeNewswire)
Aug-08-24 08:00AM	Twist Bioscience Expands Gene Offering With Long Gene Fragments up to 5.0kb (Business Wire)
Aug-07-24 06:47AM	3 Healthcare AI Stocks Positioned for Potential Breakthroughs (InvestorPlace)
Aug-06-24 08:00AM	Twist Bioscience Corporation Announces Inducement Grants under NASDAQ Listing Rule 5635(c)(4) (Business Wire)
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Aug-05-24 11:20AM	The 3 Best Med Tech Stocks to Buy Now (InvestorPlace) +5.49%
08:00AM	Twist Bioscience and bitBiome Announce Strategic Collaboration and First Offering to Deliver One-of-a-Kind Enzymes for Biocatalysis (Business Wire)
Aug-02-24 08:40AM	Twist Bioscience (TWST) Reports Q3 Loss, Tops Revenue Estimates (Zacks) -19.00%
07:37AM	Twist Bioscience: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	Twist Bioscience Reports Fiscal Third Quarter 2024 Financial Results (Business Wire)
Jul-30-24 02:17AM	Is Twist Bioscience Corporation (TWST) in the Pole Position? (Insider Monkey)
Jul-26-24 10:00AM	Twist Bioscience (TWST) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release (Zacks)
Jul-18-24 08:00AM	Twist Bioscience Announces Clinical Progression of Pure Biologics Antibody Candidate Discovered Using Twists Antibody Libraries (Business Wire)
Jul-11-24 08:00AM	Twist Bioscience to Report Fiscal 2024 Third Quarter Financial Results on Friday, August 2, 2024 (Business Wire)
Jul-10-24 08:00AM	Twist Bioscience Expands High-Throughput IgG Antibody Portfolio with Launch of CHO Express Antibodies (Business Wire)
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Jul-09-24 08:00AM	Twist Bioscience Launches Synthetic RNA Control for H5N1 Influenza A (Business Wire)
Jul-01-24 07:08PM	Is Twist Bioscience Corporation (TWST) a Good Stock to Buy and Hold for 5 Years? (Insider Monkey)
02:31PM	10 Best Stocks to Buy and Hold For 5 Years According to Cathie Wood (Insider Monkey)
Jun-06-24 08:00AM	Twist Bioscience Publishes Preclinical Data Detailing Discovery of Antibody Targeting Emerging Checkpoint Inhibitor (Business Wire)
Jun-04-24 08:00AM	Twist Bioscience Announces Participation in Department of Commerce Consortium Dedicated to AI Safety (Business Wire) +6.75%
May-24-24 04:58PM	IBD 50 Stock Reverses Badly As Weight-Loss Boost Fades Fast; Cathie Wood Stock Falls Hard (Investor's Business Daily)
May-23-24 08:00AM	Twist Bioscience to Present at Upcoming Investor Conferences (Business Wire)
May-22-24 12:00PM	What Makes Twist Bioscience (TWST) a Strong Momentum Stock: Buy Now? (Zacks)
May-13-24 08:00AM	Twist Bioscience Launches Multiplexed Gene Fragments to Enable High-throughput Screening Applications (Business Wire) +11.94%
May-10-24 06:00AM	Genomics Game-Changers: 3 Stocks Unlocking the Secrets of Life (InvestorPlace)
May-08-24 08:00AM	Twist Bioscience Corporation Announces Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (Business Wire)
May-03-24 03:55PM	Sector Update: Health Care Stocks Mixed Late Afternoon (MT Newswires) +28.74%
01:58PM	Sector Update: Health Care Stocks Mixed in Afternoon Trading (MT Newswires)
01:22PM	Twist Bioscience Shares Jump After Fiscal Q2 Beat, Fiscal 2024 Revenue Guidance Raised (MT Newswires)
10:02AM	Twist Bioscience Corporation (NASDAQ:TWST) Q2 2024 Earnings Call Transcript (Insider Monkey)
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06:47AM	Q2 2024 Twist Bioscience Corp Earnings Call (Thomson Reuters StreetEvents)
04:05AM	Twist Bioscience Corp (TWST) Q2 2024 Earnings Call Transcript Highlights: Key Financial ... (GuruFocus.com)
May-02-24 09:00PM	TWST Stock Earnings: Twist Bioscience Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
05:35PM	Twist Bioscience (TWST) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:33PM	Twist Bioscience: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Twist Bioscience Reports Fiscal Second Quarter 2024 Financial Results (Business Wire)
Apr-30-24 03:20PM	3 Biotech Stocks with Blockbuster Drug Pipelines: April Edition (InvestorPlace)
Apr-25-24 11:31AM	5 Fastest Growing Health Tech Companies in the World (Insider Monkey)
Apr-18-24 08:00AM	Twist Bioscience to Report Fiscal 2024 Second Quarter Financial Results on Thursday, May 2, 2024 (Business Wire)
Mar-28-24 08:00AM	Twist Bioscience Launches Pangenome Spike-in Exome Panel to Enable Advancement of Research for Diverse Populations (Business Wire)
Mar-05-24 08:00AM	Twist Bioscience Launches IVDR-compliant Precision Dx Products for Whole Exome Sequencing (Business Wire)
Feb-22-24 08:00AM	Twist Bioscience to Present at Upcoming Investor Conferences (Business Wire)
Feb-13-24 01:59PM	7 Stocks Cathie Wood Is Still Loading Up On in Q1 (InvestorPlace) -8.86%
Feb-10-24 05:28AM	Twist Bioscience Corp Director Robert Chess Sells 4,110 Shares (GuruFocus.com)
Feb-07-24 08:00AM	Twist Bioscience Corporation Announces Inducement Grants under NASDAQ Listing Rule 5635(c)(4) (Business Wire) -5.41%
Feb-06-24 08:05AM	Twist Bioscience and Element Biosciences Collaborate on Exome Sequencing Solutions for AVITI System (Business Wire)
08:00AM	Twist Bioscience Launches cfDNA Library Preparation Kit for Liquid Biopsy Applications (Business Wire)
Feb-05-24 08:09AM	Twist Bioscience Corporation (NASDAQ:TWST) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:00AM	Twist Bioscience Unveils Differentiated Ultra High-Throughput Library Preparation Solution at AGBT (Business Wire)
Feb-02-24 11:42PM	Q1 2024 Twist Bioscience Corp Earnings Call (Thomson Reuters StreetEvents) +10.01%
07:55AM	Twist Bioscience Corp Reports Strong Revenue Growth in Q1 Fiscal 2024 (GuruFocus.com)
07:36AM	Twist Bioscience: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
07:30AM	Twist Bioscience Reports Fiscal First Quarter 2024 Financial Results (Business Wire)
Jan-24-24 08:00AM	Twist Bioscience Expands Express Genes Rapid Synthesis Service (Business Wire) -5.03%
Jan-16-24 08:00AM	Twist Bioscience to Report Fiscal 2024 First Quarter Financial Results on Friday, February 2, 2024 (Business Wire)
Jan-08-24 08:00AM	Twist Bioscience Corporation Announces Inducement Grant under NASDAQ Listing Rule 5635(c)(4) (Business Wire)
Jan-05-24 08:00AM	Twist Bioscience Appoints Adam Laponis as Chief Financial Officer (Business Wire)
Dec-19-23 12:44PM	3 Genomics Stocks to Unlock the Future of Medicine (InvestorPlace) +10.91%
Dec-18-23 08:00AM	Twist Bioscience to Present at 42nd Annual J.P. Morgan Healthcare Conference (Business Wire)
Dec-15-23 08:11AM	Twist Bioscience (TWST) Soars 12.5%: Is Further Upside Left in the Stock? (Zacks)
Nov-20-23 08:55AM	Twist Bioscience Corporation (NASDAQ:TWST) Q4 2023 Earnings Call Transcript (Insider Monkey)
Nov-18-23 01:29AM	Q4 2023 Twist Bioscience Corp Earnings Call (Thomson Reuters StreetEvents)
Nov-17-23 04:03PM	DNA-Maker Twist Bioscience Catapults 26% On 'Solid' Outlook That Tops Its Peers (Investor's Business Daily) +25.90%
08:40AM	Twist Bioscience (TWST) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
08:28AM	Twist Bioscience Corp (TWST) Reports 20% Revenue Growth in Fiscal 2023 (GuruFocus.com)
07:47AM	Twist Bioscience: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
07:30AM	Twist Bioscience Reports Fiscal Fourth Quarter and Full Year Fiscal 2023 Financial Results (Business Wire)
Nov-14-23 08:00AM	Twist Bioscience Launches Express Genes Rapid Gene Synthesis Service (Business Wire) +13.96%
Nov-13-23 08:00AM	Twist Bioscience to Present at 6th Annual Evercore ISI HealthCONx Conference (Business Wire)
Nov-08-23 08:00AM	Twist Bioscience Corporation Announces Inducement Grants under NASDAQ Listing Rule 5635(c)(4) (Business Wire)
Nov-02-23 04:05PM	Twist Bioscience to Report Fiscal 2023 Fourth Quarter and Full Year Financial Results on Friday, November 17, 2023 (Business Wire) +10.82% +7.80%
Oct-31-23 08:00AM	Twist Bioscience Launches Full Length Unique Dual Index Adapters to Enable PCR-free Whole Genome Sequencing (Business Wire)
Oct-16-23 10:43AM	16 Best Stocks to Buy and Hold for the Next 15 Years According to Cathie Woods Portfolio (Insider Monkey)
Oct-06-23 12:08PM	Bayer (BAYRY) Partners Twist Bioscience for Drug Discovery (Zacks)
11:44AM	Twist Bioscience (TWST) Stock: A Hidden Value Trap? Unpacking the Risks and Rewards (GuruFocus.com)
Oct-05-23 08:00AM	Twist Bioscience Enters into Antibody Discovery and Licensing Option Agreement with Bayer of up to $188 Million (Business Wire)
Oct-03-23 08:00AM	Twist Bioscience Appoints Mark Buck as Senior Vice President, Operations (Business Wire)
Sep-27-23 08:00AM	Twist Bioscience and IMIDomics Collaborate to Discover Antibodies for Applications in Immune-Mediated Inflammatory Diseases (Business Wire)
Sep-26-23 01:02PM	Twist Bioscience Corp (TWST): A Deep Dive into Its Performance Potential (GuruFocus.com) -5.20%
12:40PM	Twist Bioscience (TWST) Stock: A Hidden Value Trap? Unpacking the Risks and Rewards (GuruFocus.com)
Sep-20-23 12:11PM	Twist Bioscience Corp (TWST): A Deep Dive into Its Performance Potential (GuruFocus.com)
Sep-14-23 12:56PM	Is Twist Bioscience (TWST) Too Good to Be True? A Comprehensive Analysis of a Potential Value Trap (GuruFocus.com)
12:31PM	Twist Bioscience Corp (TWST): A Deep Dive into Its Performance Potential (GuruFocus.com)
Sep-05-23 08:00AM	Twist Bioscience to Present at Upcoming Investor Conferences (Business Wire)
Aug-31-23 03:10AM	Should You Add Twist Bioscience Corporation (TWST) to Your Portfolio? (Insider Monkey)
03:00AM	Twist Bioscience Enters into Agreement with Ono Pharmaceutical to Discover Novel Antibodies for Autoimmune Diseases (Business Wire)
Aug-22-23 08:00AM	Twist Bioscience Releases 2023 ESG Report and Quantifies Carbon Footprint of Manufacturing a Single Gene (Business Wire)
Aug-11-23 01:39PM	Biotech Bonanza: 3 Top DNA Stocks With Revolutionary Potential (InvestorPlace)
Aug-07-23 09:53AM	Twist Bioscience Corporation (NASDAQ:TWST) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:00AM	Twist Bioscience to Present at the UBS MedTech, Tools and Genomics Summit 2023 (Business Wire)
Aug-04-23 01:21PM	Why Shares of Twist Bioscience Are Up Friday (Motley Fool) +11.18%
08:45AM	Twist Bioscience (TWST) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
07:37AM	Twist Bioscience: Fiscal Q3 Earnings Snapshot (AP Finance)
07:30AM	Twist Bioscience Reports Fiscal Third Quarter 2023 Financial Results (Business Wire)
Jul-20-23 08:00AM	Twist Bioscience to Report Fiscal 2023 Third Quarter Financial Results on Friday, August 4, 2023 (Business Wire) -10.00%
Jul-18-23 09:50AM	2 Cathie Wood Growth Stocks That Could Make You Richer (Motley Fool)
08:00AM	Twist Bioscience and Cancer Research Horizons Enter into Collaboration to Advance Cancer Research (Business Wire)
Jun-26-23 08:10AM	Twist Bioscience Publishes Preclinical Data in Diabetes Validating GLP-1R Antagonist Antibody as Potential Treatment for Congenital Hyperinsulinism (Business Wire)
Jun-20-23 08:00AM	Twist Bioscience Appoints Chet Gandhi as Chief Information Officer (Business Wire)
Jun-04-23 09:46AM	We're Hopeful That Twist Bioscience (NASDAQ:TWST) Will Use Its Cash Wisely (Simply Wall St.)

Twist Bioscience Corp. engages in the development of a proprietary semiconductor-based synthetic DNA manufacturing process. It operates through the following geographical segments: Americas, EMEA, and APAC. The Americas segment consists of the United States of America, Canada, Mexico, and South America. The EMEA segment includes Europe, Middle East, and Africa. The APAC segment focuses on Japan, China, South Korea, India, Singapore, Malaysia, and Australia. The company was founded by William Marine Banyai, Emily Marine Leproust, and Bill James Peck on February 4, 2013 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WERNER ROBERT F.	Officer	Sep 06 '24	Proposed Sale	39.16	240	9,399		Sep 06 03:27 PM
Green Paula	Officer	Sep 06 '24	Proposed Sale	39.16	912	35,715		Sep 06 03:26 PM
Cho Dennis	Officer	Sep 06 '24	Proposed Sale	39.16	275	10,769		Sep 06 03:19 PM
Leproust Emily M.	Officer	Sep 06 '24	Proposed Sale	39.16	2,340	91,636		Sep 06 03:16 PM
WERNER ROBERT F.	Chief Accounting Officer	Aug 23 '24	Sale	43.14	813	35,074	38,964	Aug 27 04:05 PM
WERNER ROBERT F.	Officer	Aug 23 '24	Proposed Sale	43.14	813	35,075		Aug 23 03:21 PM
Cho Dennis	See Remarks	Aug 05 '24	Sale	39.93	709	28,308	78,996	Aug 07 04:05 PM
Finn Patrick John	President and COO	Aug 05 '24	Sale	39.93	2,885	115,187	168,327	Aug 07 04:05 PM
Leproust Emily M.	Chief Executive Officer	Aug 05 '24	Sale	39.93	5,139	205,180	499,593	Aug 07 04:05 PM
Green Paula	SVP of Human Resources	Aug 05 '24	Sale	39.93	1,137	45,396	88,837	Aug 07 04:05 PM
WERNER ROBERT F.	Chief Accounting Officer	Aug 05 '24	Sale	39.93	168	6,708	39,777	Aug 07 04:05 PM
Banyai William	Officer	Aug 06 '24	Proposed Sale	45.30	1,176	53,273		Aug 06 10:13 AM
WERNER ROBERT F.	Officer	Aug 05 '24	Proposed Sale	39.93	168	6,708		Aug 05 03:47 PM
Cho Dennis	Officer	Aug 05 '24	Proposed Sale	39.93	709	28,307		Aug 05 03:35 PM
Leproust Emily M.	Officer	Aug 05 '24	Proposed Sale	39.93	5,139	205,179		Aug 05 03:25 PM
Green Paula	Officer	Aug 05 '24	Proposed Sale	39.93	1,137	45,396		Aug 05 03:23 PM
Finn Patrick John	Officer	Aug 05 '24	Proposed Sale	39.93	2,885	115,186		Aug 05 03:14 PM
Banyai William	Officer	Aug 05 '24	Proposed Sale	39.93	1,415	56,495		Aug 05 03:10 PM
Banyai William	Officer	Aug 01 '24	Proposed Sale	55.34	18,777	1,039,119		Aug 01 10:39 AM
Finn Patrick John	President and COO	Jul 23 '24	Sale	56.62	2,207	124,971	171,212	Jul 25 04:05 PM
Laponis Adam	Chief Financial Officer	Jul 09 '24	Sale	48.91	842	41,185	73,602	Jul 11 04:05 PM
Cho Dennis	See Remarks	Jul 02 '24	Sale	48.00	126	6,048	79,705	Jul 05 04:05 PM
Leproust Emily M.	Chief Executive Officer	Jul 02 '24	Sale	48.00	1,114	53,474	504,732	Jul 05 04:05 PM
Green Paula	SVP of Human Resources	Jul 02 '24	Sale	48.00	322	15,457	89,974	Jul 05 04:05 PM
Finn Patrick John	President and COO	Jul 02 '24	Sale	48.00	476	22,849	173,419	Jul 05 04:05 PM
Leproust Emily M.	Chief Executive Officer	Jun 20 '24	Sale	49.41	1,732	85,578	505,846	Jun 24 04:05 PM
Green Paula	SVP of Human Resources	Jun 20 '24	Sale	49.41	297	14,675	90,296	Jun 24 04:05 PM
Cho Dennis	See Remarks	Jun 20 '24	Sale	49.41	234	11,562	79,831	Jun 24 04:05 PM
Cho Dennis	See Remarks	Jun 14 '24	Sale	51.04	95	4,848	80,065	Jun 18 04:05 PM
Cho Dennis	See Remarks	Jun 06 '24	Sale	51.33	276	14,167	80,160	Jun 10 04:05 PM
Green Paula	SVP of Human Resources	Jun 06 '24	Sale	51.33	918	47,120	90,593	Jun 10 04:05 PM
WERNER ROBERT F.	Chief Accounting Officer	Jun 06 '24	Sale	51.33	242	12,422	39,945	Jun 10 04:05 PM
Leproust Emily M.	Chief Executive Officer	Jun 06 '24	Sale	51.33	2,408	123,600	507,578	Jun 10 04:05 PM
Banyai William	See Remark	May 03 '24	Sale	37.13	798	29,633	345,188	May 07 04:05 PM
Cho Dennis	See Remarks	May 03 '24	Sale	37.13	568	21,092	80,436	May 07 04:05 PM
Green Paula	SVP of Human Resources	May 03 '24	Sale	37.13	910	33,792	91,511	May 07 04:05 PM
Leproust Emily M.	Chief Executive Officer	May 03 '24	Sale	37.13	4,163	154,589	509,986	May 07 04:05 PM
WERNER ROBERT F.	Chief Accounting Officer	May 03 '24	Sale	37.13	132	4,902	43,548	May 07 04:05 PM
Finn Patrick John	President and COO	May 03 '24	Sale	37.13	2,311	85,817	173,895	May 07 04:05 PM
Finn Patrick John	President and COO	Apr 23 '24	Sale	30.12	2,174	65,483	176,206	Apr 25 04:05 PM
Laponis Adam	Chief Financial Officer	Apr 09 '24	Sale	33.16	556	18,434	74,444	Apr 11 04:05 PM
Finn Patrick John	President and COO	Apr 02 '24	Sale	32.74	492	16,106	178,380	Apr 04 04:05 PM
Banyai William	See Remark	Apr 02 '24	Sale	32.74	327	10,705	345,986	Apr 04 04:05 PM
Leproust Emily M.	Chief Executive Officer	Apr 02 '24	Sale	32.74	1,132	37,057	514,149	Apr 04 04:05 PM
Cho Dennis	See Remarks	Apr 02 '24	Sale	32.74	129	4,223	81,004	Apr 04 04:05 PM
Green Paula	SVP of Human Resources	Apr 02 '24	Sale	32.74	229	7,497	92,421	Apr 04 04:05 PM
Cho Dennis	See Remarks	Mar 20 '24	Sale	33.52	230	7,709	81,133	Mar 22 04:05 PM
Banyai William	See Remark	Mar 20 '24	Sale	33.52	442	14,814	346,313	Mar 22 04:05 PM
Leproust Emily M.	Chief Executive Officer	Mar 20 '24	Sale	33.52	1,128	37,806	515,281	Mar 22 04:05 PM
Green Paula	SVP of Human Resources	Mar 20 '24	Sale	33.52	200	6,703	92,650	Mar 22 04:05 PM
Cho Dennis	See Remarks	Mar 14 '24	Sale	34.60	93	3,218	81,363	Mar 18 04:05 PM
Cho Dennis	See Remarks	Mar 06 '24	Sale	37.43	272	10,181	81,456	Mar 08 04:05 PM
WERNER ROBERT F.	Chief Accounting Officer	Mar 06 '24	Sale	37.43	181	6,775	43,680	Mar 08 04:05 PM
Leproust Emily M.	Chief Executive Officer	Mar 06 '24	Sale	37.43	1,487	55,658	516,409	Mar 08 04:05 PM
Green Paula	SVP of Human Resources	Mar 06 '24	Sale	37.43	600	22,458	92,850	Mar 08 04:05 PM
Banyai William	See Remark	Mar 06 '24	Sale	37.43	549	20,549	346,755	Mar 08 04:05 PM
CHESS ROBERT	Director	Feb 08 '24	Sale	34.98	4,110	143,784	64,169	Feb 09 04:10 PM

Open in Screener

FITB

Fifth Third Bancorp

Sep 06 • 04:00PM ET

40.69

Dollar change -1.01
Percentage change -2.42	%

Financial • Banks - Regional • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

FITB Fifth Third Bancorp daily Stock Chart

Held by: VTI VOO SCHD VO SPY IVV DVY RDVY VTV XLF

Index	S&P 500	P/E	13.00	EPS (ttm)	3.13	Insider Own	0.64%	Shs Outstand	681.12M	Perf Week	-3.56%
Market Cap	27.54B	Forward P/E	11.32	EPS next Y	3.60	Insider Trans	-4.20%	Shs Float	672.44M	Perf Month	4.28%
Income	2.16B	PEG	7.65	EPS next Q	0.83	Inst Own	86.49%	Short Float	3.29%	Perf Quarter	12.68%
Sales	13.29B	P/S	2.07	EPS this Y	0.86%	Inst Trans	-0.12%	Short Ratio	5.06	Perf Half Y	11.85%
Book/sh	25.13	P/B	1.62	EPS next Y	10.71%	ROA	1.10%	Short Interest	22.15M	Perf Year	52.97%
Cash/sh	-	P/C	-	EPS next 5Y	1.70%	ROE	12.48%	52W Range	22.49 - 42.91	Perf YTD	17.98%
Dividend Est.	1.43 (3.52%)	P/FCF	7.87	EPS past 5Y	1.03%	ROI	5.98%	52W High	-5.17%	Beta	1.24
Dividend TTM	1.40 (3.44%)	Quick Ratio	-	Sales past 5Y	12.07%	Gross Margin	-	52W Low	80.92%	ATR (14)	0.92
Dividend Ex-Date	Jun 28, 2024	Current Ratio	0.27	EPS Y/Y TTM	-10.94%	Oper. Margin	22.01%	RSI (14)	47.42	Volatility	2.18% 1.98%
Employees	18724	Debt/Eq	1.06	Sales Y/Y TTM	18.82%	Profit Margin	16.23%	Recom	1.96	Target Price	43.75
Option/Short	Yes / Yes	LT Debt/Eq	0.88	EPS Q/Q	-0.85%	Payout	42.28%	Rel Volume	0.72	Prev Close	41.70
Sales Surprise	-1.08%	EPS Surprise	-4.44%	Sales Q/Q	11.25%	Earnings	Jul 19 BMO	Avg Volume	4.37M	Price	40.69
SMA20	-0.82%	SMA50	2.02%	SMA200	12.73%	Trades		Volume	3,156,225	Change	-2.42%

Date	Action	Analyst	Rating Change	Price Target Change
May-31-24	Upgrade	Wolfe Research	Peer Perform → Outperform	$43
May-01-24	Upgrade	JP Morgan	Neutral → Overweight	$37.50 → $39.50
Apr-01-24	Downgrade	Robert W. Baird	Outperform → Neutral	$32
Mar-19-24	Downgrade	Stephens	Overweight → Equal-Weight	$41
Jan-09-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$33 → $37
Aug-24-23	Initiated	Raymond James	Mkt Perform
Apr-06-23	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$38 → $34
Dec-21-22	Initiated	DA Davidson	Neutral	$36
Dec-05-22	Resumed	Morgan Stanley	Equal-Weight	$37
Sep-28-22	Resumed	Wedbush	Outperform	$39
Jun-17-22	Upgrade	Robert W. Baird	Neutral → Outperform	$44
Apr-28-22	Upgrade	Wells Fargo	Equal Weight → Overweight	$52
Apr-07-22	Downgrade	Wolfe Research	Outperform → Peer Perform	$59 → $47
Mar-28-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$56 → $50
Mar-24-22	Resumed	Citigroup	Neutral
Jan-13-22	Initiated	UBS	Buy	$56
Jan-11-22	Resumed	Morgan Stanley	Overweight	$56
Jan-07-22	Downgrade	Robert W. Baird	Outperform → Neutral	$44
Jul-16-21	Resumed	Citigroup	Neutral
Jul-07-21	Resumed	Keefe Bruyette	Mkt Perform	$42

Show Previous Ratings

Sep-05-24 08:00AM	Trustly Selects Newline by Fifth Third to Drive Innovation in U.S. Payment Capabilities (Business Wire)
Sep-04-24 01:55PM	Fifth Third Celebrates Five Years of 100% Renewable Power (Business Wire)
Aug-28-24 09:00AM	Fifth Third Bank Announces Redemption of Senior Bank Notes due October 27, 2025 (Business Wire)
Aug-27-24 07:01PM	Insider Sale: EVP & CIO Jude Schramm Sells 20,000 Shares of Fifth Third Bancorp (FITB) (GuruFocus.com)
Aug-26-24 01:00PM	Fifth Third, Provide Gift $50,000+ to Pet Owners on National Dog Day (Business Wire)
11:45AM	Loading…
11:45AM	Fifth Third Bancorp (FITB) Could Be a Great Choice (Zacks)
Aug-22-24 04:21PM	Fifth Third Bancorp to Participate in the Barclays Global Financial Services Conference (Business Wire)
Aug-09-24 09:40AM	5 Reasons to Add Fifth Third (FITB) Stock to Your Portfolio (Zacks)
Aug-06-24 03:49PM	Fifth Third Helps Grow Supplier Diversity Ecosystem Through 8th Annual Supplier Diversity Summit (Business Wire)
Aug-04-24 09:30AM	Banks will need more than 1 Fed rate cut to fix the slowest part of their business (Yahoo Finance)
Jul-31-24 12:27PM	Fifth Thirds Newline to expand Stripes embedded financial services (Banking Dive)
Jul-30-24 04:55AM	Stripe selects Fifth Third to power embedded financial services (Electronic Payments)
Jul-29-24 09:00AM	Stripe Selects Fifth Third to Power Embedded Financial Services (Business Wire)
Jul-26-24 05:35AM	Fifth Third appoints executive for its Kansas City division (Private Banker International)
Jul-25-24 07:01PM	Insider Sale: EVP & Chief Legal Officer Susan Zaunbrecher Sells Shares of Fifth Third ... (GuruFocus.com)
07:00PM	Loading…
07:00PM	Insider Sale: EVP Kevin Lavender Sells 20,000 Shares of Fifth Third Bancorp (FITB) (GuruFocus.com)
Jul-24-24 11:45AM	Why Fifth Third Bancorp (FITB) is a Great Dividend Stock Right Now (Zacks)
Jul-22-24 01:02PM	3 Regional Banking Stocks to Sell as Big Banks Grow (InvestorPlace)
Jul-19-24 03:08PM	Analyst Report: Fifth Third Bancorp (Morningstar Research)
02:11PM	CrowdStrike outage, Biden, Fifth Third Bank CEO: Catalysts (Yahoo Finance Video)
12:26PM	The reason why Fifth Third Bank holds so much liquidity: CEO (Yahoo Finance Video)
11:14AM	Fifth Third (FITB) Q2 Earnings Beat Estimates, NII Falls Y/Y (Zacks)
09:30AM	Fifth Third Bancorp (FITB) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:00AM	Fifth Third named U.S. Best Super-Regional Bank by Euromoney (Business Wire)
07:52AM	US regional banks' Q2 profits squeezed by deposit costs, tepid loan demand (Reuters)
07:45AM	Fifth Third Bancorp (FITB) Q2 Earnings Beat Estimates (Zacks)
06:30AM	Fifth Third Bancorp Reports Second Quarter 2024 Diluted Earnings Per Share of $0.81 (Business Wire)
Jul-18-24 12:00PM	Bank earnings woes, Discover lawsuit and other issues facing investors (American Banker)
09:54AM	Why Fifth Third (FITB) Might Surprise This Earnings Season (Zacks)
Jul-17-24 02:17PM	First Horizon Stock Slides as Regional Bank Lowers Outlook, Earnings Miss (Investopedia)
09:10AM	Loading…
Jul-16-24 09:10AM	Fifth Third Again Receives Top Score on Disability Equality Index (Business Wire)
Jul-15-24 09:16AM	Fee Income to Support Fifth Third's (FITB) Earnings in Q2 (Zacks)
Jul-14-24 07:00AM	What To Expect in the Markets This Week (Investopedia)
Jul-12-24 12:10PM	Will Fifth Third Bancorp (FITB) Beat Estimates Again in Its Next Earnings Report? (Zacks)
10:00AM	Fifth Third Bancorp (FITB) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release (Zacks)
Jul-11-24 09:18AM	Fifth Third Bank Financial Empowerment Mobile Serves More Than 1,000 Residents in First 60 Days (Business Wire)
08:30AM	Fifth Third Takes the Stress Out of Banking (Business Wire)
Jul-10-24 06:33PM	Feds reveal a major bank illegally charged customers extra fees (TheStreet)
10:30AM	Students Earn Fifth Third Education Scholarships from the Fifth Third Foundation (Business Wire)
09:30AM	Fifth Third Announces Second Empowering Community Leaders Cohort (Business Wire)
Jul-09-24 04:26PM	A bank created fake accounts, forced clients into unnecessary car insurance and repossessed vehicles when they didnt pay. Now it has agreed to $20 million in penalties (CNN Business)
01:30PM	Fifth Third Expands into Alabama, Opens Birmingham-based Commercial Banking Office (Business Wire)
01:00PM	Fifth Third Foundation Awards $300,000 to WBENC LIFT Financial Center of Excellence (Business Wire)
12:56PM	Fifth Third settles with CFPB over fake accounts, insurance violations (American Banker)
12:30PM	Fifth Third Earns 150th EPA ENERGY STAR Certification for Superior Energy Efficiency (Business Wire)
12:00PM	DiversityComm Magazine Names Fifth Third as a 2024 Top Diverse Employer (Business Wire)
11:48AM	Fifth Third is fined by US CFPB over fake bank accounts, auto repossessions (Reuters)
11:37AM	US watchdog to fine Fifth Third $20 million over fake accounts and auto insurance (Reuters)
11:23AM	CFPB Orders Fifth Third Fined for Illegal Auto Insurance, Sales Practices (The Wall Street Journal)
11:21AM	Fifth Third Enters into Settlement Agreement with CFPB (Business Wire)
Jul-08-24 12:05PM	Why Fifth Third Bancorp (FITB) is a Top Dividend Stock for Your Portfolio (Zacks)
09:00AM	Global Finance Names Fifth Third Best Treasury and Cash Management Bank (Business Wire)
Jul-01-24 09:43AM	Fifth Third Surpasses Commitments to Communities, Environment in 2023 (Business Wire)
Jun-28-24 04:35PM	Fifth Third Bancorp Releases Stress Capital Buffer Requirement (Business Wire)
Jun-25-24 09:00AM	Fifth Third Bank Receives 2024 CSO Award (Business Wire)
Jun-24-24 09:00AM	Fifth Third Named 2024 National Best and Brightest in Wellness Winner by National Association for Business Resources (Business Wire)
Jun-21-24 11:45AM	Fifth Third Bancorp (FITB) Could Be a Great Choice (Zacks)
Jun-13-24 04:52PM	Fifth Third Bancorp Announces Cash Dividends (Business Wire)
08:29AM	Fifth Third (FITB) Gains on New Buyback Deal, Offers Q2 Update (Zacks)
08:00AM	Fifth Third Bank Opens Central Valley Commercial Banking Office (Business Wire)
Jun-11-24 09:00AM	Fifth Third Named 2024 Enterprise Identity Management Project of the Year by the Identity Defined Security Alliance (Business Wire)
Jun-06-24 11:43AM	Fifth Third (FITB) Thrives on Organic Growth Amid Cost Woes (Zacks)
08:00AM	For Third Consecutive Year, Fifth Third Private Bank Recognized as Best for High Net Worth Clients (Business Wire)
Jun-03-24 04:15PM	Fifth Third Bancorp to Participate in the Morgan Stanley US Financials, Payments & CRE Conference (Business Wire)
07:01AM	Fifth Third CEO pushes for nonbanks to be labeled systemically important (Banking Dive)
07:01AM	Fifth Third CEO eyes systemically important label for nonbanks (Banking Dive)
May-29-24 08:00AM	Fifth Third Named to Newsweeks Americas Greatest Workplaces for LGBTQ+ (Business Wire)
May-24-24 06:36AM	Fifth Third Bank opens wealth office in Dallas (Private Banker International)
May-22-24 04:01PM	12 Best Local Bank Stocks to Invest in Now (Insider Monkey)
May-21-24 08:00AM	Fifth Third Opens Dallas-based Fifth Third Wealth Advisors Office (Business Wire)
May-20-24 04:14PM	Fifth Third Bancorp to Participate in the Bernstein Strategic Decisions Conference (Business Wire)
11:45AM	Why Fifth Third Bancorp (FITB) is a Great Dividend Stock Right Now (Zacks)
May-15-24 12:57PM	Fifth Third (FITB) and Bottomline Launch Enhanced Payables (Zacks)
May-14-24 08:00AM	Fifth Third Launches New Payables Solution to Solve Clients Jobs to Be Done (Business Wire)
May-09-24 04:12PM	20 Largest Banks in the US by Customers (Insider Monkey)
01:43PM	20 Largest Banks in the US by Asset Size in 2024 (Insider Monkey)
May-08-24 08:28AM	Fifth Third launches reimagined eBus with SpringFour (Banking Dive)
08:00AM	Fifth Thirds Financial Empowerment Mobile Begins New Season of Supporting Communities with SpringFours Financial Health Resources and Reimagined Experience (Business Wire)
01:05AM	Decoding Fifth Third Bancorp (FITB): A Strategic SWOT Insight (GuruFocus.com)
May-07-24 08:00AM	Fifth Third Recognized as a Best Adoption-Friendly Workplace by Dave Thomas Foundation for Adoption (Business Wire)
May-06-24 08:00AM	Fifth Third Gives Families a College Savings Head Start (Business Wire)
May-03-24 08:00AM	Fighting Food Insecurity and Supporting Communities Focus of Fifth Third Day (Business Wire)
May-01-24 06:13AM	JPMorgan Upgrades Fifth Third Bancorp to Overweight From Neutral, Adjusts Price Target to $39.50 From $37.50 (MT Newswires)
Apr-25-24 10:05AM	20 Most Profitable Banks in the US in 2024 (Insider Monkey)
Apr-23-24 09:04PM	Fifth Third Bancorp EVP Kristine Garrett Sells 7,500 Shares (GuruFocus.com)
04:13PM	Fifth Third Bancorp Insider Sold Shares Worth $274,457, According to a Recent SEC Filing (MT Newswires)
Apr-22-24 07:00PM	Insider Sell: EVP Kala Gibson Sells Shares of Fifth Third Bancorp (FITB) (GuruFocus.com)
04:26PM	Fifth Third Bancorp Insider Sold Shares Worth $540,549, According to a Recent SEC Filing (MT Newswires)
10:02AM	Fifth Third Bancorp (NASDAQ:FITB) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:00AM	Fifth Third Joins Mastercards Priceless Planet Coalition (Business Wire)
Apr-21-24 09:00AM	Jay Powell just made 2024 more of a puzzle for regional banks (Yahoo Finance)
Apr-20-24 03:01AM	Fifth Third Bancorp (FITB) Q1 2024 Earnings Call Transcript Highlights: Navigating Growth and ... (GuruFocus.com)
01:40AM	Q1 2024 Fifth Third Bancorp Earnings Call (Thomson Reuters StreetEvents)
Apr-19-24 05:53PM	Ohio banks say 'Howdy' to commercial loan opportunities in Texas (American Banker) +5.93%
04:50PM	S&P 500 Gains and Losses Today: AI-Related Stocks Slump in Super Micro Computer's Wake (Investopedia)
12:05PM	American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024 (Associated Press)
10:58AM	Fifth Third (FITB) Q1 Earnings Beat, Revenues Decline Y/Y (Zacks)
10:52AM	FITB Stock Earnings: Fifth Third Bancorp Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
10:15AM	Regional Bank Earnings: Profit Drops at Regions, Huntington (The Wall Street Journal)
09:30AM	Fifth Third Bancorp (FITB) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)

Fifth Third Bancorp is a bank holding company, which engages in the provision of diversified financial services. It operates through the following segments: Commercial Banking, Consumer and Small Business Banking, Wealth and Asset Management, and General Corporate and Other. The Commercial Banking segment offers credit intermediation, cash management, and financial services to large and middle-market businesses and government and professional customers. The Consumer and Small Business Banking segment provides a full range of deposit and loan products to individuals and small businesses through a network of full-service banking centers and relationships with indirect and correspondent loan originators in addition to providing products designed to meet the specific needs of small businesses, including cash management services. The Wealth and Asset Management segment is involved in wealth management solutions for individuals, companies, and not-for-profit organizations including wealth planning, investment management, banking, insurance, trust, and estate services. The General Corporate and Other segment focuses on the unallocated portion of the investment securities portfolio, securities gains and losses, certain non-core deposit funding, unassigned equity, unallocated provision for credit losses or a benefit from the reduction of the allowance for credit losses, the payment of preferred stock dividends, and certain support activities. The company was founded on October 7, 1974 and is headquartered in Cincinnati, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Schramm Jude	EVP & CIO	Aug 26 '24	Sale	42.00	20,000	840,055	114,422	Aug 27 04:33 PM
Schramm Jude	Officer	Aug 26 '24	Proposed Sale	42.00	20,000	840,056		Aug 26 01:43 PM
Spence Timothy	Chair, CEO & President	Jul 25 '24	Option Exercise	14.87	27,842	414,011	385,350	Jul 29 04:00 PM
Feiger Mitchell Stuart	Director	Jul 24 '24	Sale	41.21	12,000	494,524	20,961	Jul 25 04:02 PM
Lavender Kevin P	EVP	Jul 24 '24	Option Exercise	26.52	8,246	218,684	151,600	Jul 25 04:02 PM
Lavender Kevin P	EVP	Jul 24 '24	Sale	41.77	20,000	835,369	125,087	Jul 25 04:02 PM
Zaunbrecher Susan B	EVP & CLO	Jul 23 '24	Option Exercise	26.72	14,228	380,172	110,640	Jul 25 04:01 PM
Zaunbrecher Susan B	EVP & CLO	Jul 24 '24	Sale	41.21	2,842	117,119	96,412	Jul 25 04:01 PM
Schramm Jude	EVP & CIO	Jul 16 '24	Sale	40.00	2,500	100,000	134,422	Jul 17 05:06 PM
Shaffer Robert P	EVP and Chief Risk Officer	May 16 '24	Option Exercise	18.44	26,990	497,739	206,641	May 20 04:21 PM
Feiger Mitchell Stuart	Director	May 13 '24	Sale	38.45	76,011	2,922,319	32,915	May 15 04:04 PM
Schramm Jude	EVP & CIO	May 01 '24	Sale	37.50	2,500	93,750	136,922	May 02 04:24 PM
Garrett Kristine R.	EVP	Apr 23 '24	Sale	36.59	7,500	274,457	70,913	Apr 23 04:00 PM
Gibson Kala	EVP	Apr 22 '24	Sale	36.38	14,857	540,549	46,646	Apr 22 04:20 PM
Schramm Jude	EVP & CIO	Mar 25 '24	Sale	36.38	5,000	181,900	139,422	Mar 26 04:59 PM
Hazel Mark D	EVP and Controller	Mar 12 '24	Option Exercise	19.17	13,789	264,318	95,097	Mar 13 04:36 PM
Leonard James C.	EVP & Chief Operating Officer	Mar 11 '24	Sale	36.66	26,500	971,606	229,344	Mar 12 04:03 PM
Lavender Kevin P	EVP	Feb 26 '24	Option Exercise	21.63	7,437	160,862	90,367	Feb 28 04:01 PM
Lavender Kevin P	EVP	Feb 26 '24	Sale	33.45	15,000	501,675	82,930	Feb 28 04:01 PM
Spence Timothy	Chair, CEO & President	Feb 16 '24	Sale	33.47	5,447	182,311	357,508	Feb 21 04:01 PM
Spence Timothy	Chair, CEO & President	Feb 13 '24	Option Exercise	14.87	13,921	207,005	302,334	Feb 15 04:00 PM
Gibson Kala	EVP	Dec 15 '23	Option Exercise	21.63	4,594	99,368	60,360	Dec 19 04:31 PM
Shaffer Robert P	EVP	Dec 04 '23	Option Exercise	21.63	11,485	248,421	102,768	Dec 05 04:05 PM
Daniels C. Bryan	Director	Oct 30 '23	Buy	23.31	64,500	1,503,495	325,278	Nov 01 04:01 PM

Open in Screener

PAYX

Paychex Inc.

Sep 06 • 04:00PM ET

129.38

Dollar change -0.69
Percentage change -0.53	%

Technology • Software - Application • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO SCHD QQQ SPY IVV VUG VIG QUAL XLI

Index	NDX, S&P 500	P/E	27.71	EPS (ttm)	4.67	Insider Own	10.76%	Shs Outstand	360.10M	Perf Week	-0.13%
Market Cap	46.54B	Forward P/E	24.49	EPS next Y	5.28	Insider Trans	-0.70%	Shs Float	321.04M	Perf Month	5.00%
Income	1.69B	PEG	3.85	EPS next Q	1.14	Inst Own	77.47%	Short Float	5.58%	Perf Quarter	6.20%
Sales	5.28B	P/S	8.82	EPS this Y	5.39%	Inst Trans	0.03%	Short Ratio	9.34	Perf Half Y	6.81%
Book/sh	10.56	P/B	12.26	EPS next Y	6.19%	ROA	16.15%	Short Interest	17.90M	Perf Year	7.49%
Cash/sh	4.31	P/C	30.02	EPS next 5Y	7.19%	ROE	46.35%	52W Range	106.27 - 133.12	Perf YTD	8.62%
Dividend Est.	3.90 (3.01%)	P/FCF	26.81	EPS past 5Y	10.30%	ROI	36.36%	52W High	-2.81%	Beta	0.99
Dividend TTM	3.74 (2.89%)	Quick Ratio	1.37	Sales past 5Y	7.04%	Gross Margin	71.97%	52W Low	21.75%	ATR (14)	2.14
Dividend Ex-Date	Aug 08, 2024	Current Ratio	1.37	EPS Y/Y TTM	8.58%	Oper. Margin	41.19%	RSI (14)	56.88	Volatility	1.83% 1.46%
Employees	16500	Debt/Eq	0.23	Sales Y/Y TTM	5.42%	Profit Margin	32.03%	Recom	3.19	Target Price	122.29
Option/Short	Yes / Yes	LT Debt/Eq	0.22	EPS Q/Q	8.56%	Payout	78.19%	Rel Volume	0.69	Prev Close	130.07
Sales Surprise	0.13%	EPS Surprise	1.86%	Sales Q/Q	5.33%	Earnings	Jun 26 BMO	Avg Volume	1.92M	Price	129.38
SMA20	1.29%	SMA50	4.12%	SMA200	5.56%	Trades		Volume	1,317,225	Change	-0.53%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-22-23	Downgrade	TD Cowen	Outperform → Market Perform	$132 → $123
Dec-14-23	Upgrade	Barclays	Underweight → Equal Weight	$107 → $126
Nov-07-23	Initiated	UBS	Neutral	$120
Sep-05-23	Initiated	RBC Capital Mkts	Sector Perform	$130
Jun-02-23	Initiated	UBS	Neutral	$115
Apr-03-23	Downgrade	BofA Securities	Neutral → Underperform	$119 → $105
Jan-17-23	Downgrade	Barclays	Equal Weight → Underweight	$110
Mar-09-22	Upgrade	BofA Securities	Underperform → Neutral	$125
Jan-11-22	Upgrade	Cowen	Market Perform → Outperform	$130 → $145
Oct-06-21	Downgrade	Citigroup	Buy → Neutral	$125
Oct-05-21	Downgrade	Citigroup	Buy → Neutral	$121 → $125
Apr-07-21	Downgrade	Wolfe Research	Peer Perform → Underperform	$94
Dec-18-20	Resumed	Wells Fargo	Overweight	$105
Oct-08-20	Upgrade	Citigroup	Neutral → Buy	$75 → $93
Jul-14-20	Initiated	Goldman	Sell	$64
Mar-18-20	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$67
Mar-18-20	Downgrade	Citigroup	Buy → Neutral
Jan-14-20	Resumed	Citigroup	Buy
Sep-11-19	Initiated	Cowen	Market Perform
Aug-15-19	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$77 → $74

Show Previous Ratings

Sep-03-24 08:30AM	Hourly Earnings Growth Falls Below Three Percent as Job Growth Remains Steady for U.S. Small Businesses (Business Wire)
Aug-29-24 10:55AM	Jim Cramer on Paychex Inc. (PAYX): The Company Is Excellent (Insider Monkey)
Aug-28-24 09:00AM	Paychex Flex Perks Earns 2024 Top HR Product of the Year Award (Business Wire)
Aug-27-24 04:27AM	Winners And Losers Of Q2: Dayforce (NYSE:DAY) Vs The Rest Of The HR Software Stocks (StockStory)
Aug-19-24 09:00AM	Paychex Launches Digital Employee Benefits Marketplace (Business Wire)
03:50AM	Loading…
Aug-16-24 03:50AM	Winners And Losers Of Q2: Asure (NASDAQ:ASUR) Vs The Rest Of The HR Software Stocks (StockStory)
Aug-13-24 09:00AM	Paychex Announces Employee Engagement Solution (Business Wire)
Aug-12-24 03:51AM	Q2 Earnings Recap: Paychex (NASDAQ:PAYX) Tops HR Software Stocks (StockStory)
Aug-09-24 06:04AM	3 Fintech Stocks to Buy During the August Market Dip (InvestorPlace)
Jul-31-24 03:10AM	Paylocity (PCTY) Q2 Earnings: What To Expect (StockStory)
03:09AM	Workiva (WK) Reports Earnings Tomorrow: What To Expect (StockStory)
Jul-30-24 08:30AM	Wage Growth for U.S. Small Business Employees Remains Consistent in July, While Job Growth Continues to Moderate (Business Wire)
03:05AM	Paycom Earnings: What To Look For From PAYC (StockStory)
03:02AM	Dayforce (DAY) Reports Earnings Tomorrow: What To Expect (StockStory)
Jul-29-24 09:30AM	Paychex Named to TIMEs 2024 Americas Best Companies List (Business Wire)
07:00AM	Loading…
Jul-24-24 07:00AM	3 High Dividend Yield Stocks With Consistent Growth For Passive Income: Southern, Paychex, and Essential Utilities (Benzinga)
Jul-23-24 09:00AM	Paychex Surpasses 120,000 401(k) Clients (Business Wire)
Jul-22-24 03:03AM	Earnings To Watch: Manhattan Associates (MANH) Reports Q2 Results Tomorrow (StockStory)
Jul-17-24 03:00PM	Decades Of Dividend Growth & Yields Of Over 3%: TriCo Bancshares, Prologis, And Paychex (Benzinga)
09:00AM	Paychex Named to Selling Powers 2024 60 Best Companies to Sell For List (Business Wire)
Jul-12-24 01:02AM	Decoding Paychex Inc (PAYX): A Strategic SWOT Insight (GuruFocus.com)
Jul-10-24 10:15AM	Paychex Declares Quarterly Dividend (Business Wire)
Jul-02-24 11:21AM	Paychex (PAYX) Q4 Earnings Beat on Segmental Performance (Zacks)
08:30AM	Job Gains in U.S. Small Businesses Continue in June (Business Wire)
Jul-01-24 08:47AM	7 Growth Stocks That Could Make Your Grandchildren Rich (InvestorPlace)
Jun-30-24 10:03AM	Boost Your Portfolio With These Top Dividend Growers: Paychex, Rexford And ADP (Benzinga)
Jun-28-24 03:07PM	Hershey, Paychex, and Ryder's Consistent Payout Growth for Reliable Income (Benzinga)
08:02AM	Paychex, Inc. (NASDAQ:PAYX) Q4 2024 Earnings Call Transcript (Insider Monkey)
Jun-27-24 03:05AM	Q4 2024 Paychex Inc Earnings Call (Thomson Reuters StreetEvents)
Jun-26-24 05:58PM	Analyst Report: Paychex, Inc. (Morningstar Research) -6.11%
05:05PM	Loading…
05:05PM	S&P 500 Gains and Losses Today: FedEx Stock Delivers Big Boost After Earnings Beat (Investopedia)
12:52PM	PAYX Stock Earnings: Paychex Beats EPS, Misses Revenue for Q4 2024 (InvestorPlace)
12:24PM	Top Stock Movers Now: FedEx, Rivian, General Mills, and More (Investopedia)
11:46AM	Paychex Stock Falls After Solid Earnings and Sales. What We Know. (Barrons.com)
11:03AM	Paychex Q4 Earnings: CEO Highlights Challenges For Small And Mid-Size Businesses, Stock Slides (Benzinga)
10:26AM	Paychex (PAYX) Q4 Earnings Beat Estimates, Revenues Miss (Zacks)
10:00AM	Compared to Estimates, Paychex (PAYX) Q4 Earnings: A Look at Key Metrics (Zacks)
09:40AM	Paychex (PAYX) Q4 Earnings Beat Estimates (Zacks)
09:18AM	Paychex Posts Solid Earnings and Sales. The Stock Is Wavering. (Barrons.com)
08:51AM	Paychex Issues FY25 Business Outlook - Update (RTT News)
08:44AM	Paychex: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
08:39AM	Paychex (NASDAQ:PAYX) Posts Q2 Sales In Line With Estimates But Gross Margin Drops (StockStory)
08:30AM	Paychex, Inc. Reports Fourth Quarter and Full Year 2024 Results (Business Wire)
Jun-25-24 03:01AM	Paychex (PAYX) Q2 Earnings: What To Expect (StockStory)
Jun-21-24 10:05AM	Paychex (PAYX) to Report Q4 Earnings: What's in the Offing? (Zacks)
09:15AM	Seeking Clues to Paychex (PAYX) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
07:17AM	Q1 Rundown: Paylocity (NASDAQ:PCTY) Vs Other HR Software Stocks (StockStory)
Jun-20-24 06:16AM	Q1 Rundown: Paychex (NASDAQ:PAYX) Vs Other HR Software Stocks (StockStory)
Jun-19-24 06:16AM	HR Software Stocks Q1 Teardown: Paycom (NYSE:PAYC) Vs The Rest (StockStory)
Jun-14-24 04:07AM	Winners And Losers Of Q1: Asure (NASDAQ:ASUR) Vs The Rest Of The HR Software Stocks (StockStory)
Jun-12-24 04:22PM	These 3 Dividend Stocks Increased Payouts By 10%+ This Quarter (Benzinga)
02:00PM	Paychex, Inc. Schedules Fourth Quarter Fiscal 2024 Earnings Conference Call for June 26, 2024 (Business Wire)
03:32AM	HR Software Stocks Q1 Teardown: Paycom (NYSE:PAYC) Vs The Rest (StockStory)
Jun-11-24 11:14AM	3 Underrated Fintech Stocks to Get Filthy Rich by 2030 (InvestorPlace)
Jun-07-24 03:15AM	HR Software Stocks Q1 Highlights: Paycor (NASDAQ:PYCR) (StockStory)
Jun-04-24 08:57AM	Paychex CEO John Gibson: Seeing downward pressure on wages among small businesses (CNBC TV)
08:30AM	U.S. Small Business Job Growth Shows Positive Gains, While Wage Inflation Decelerates (Business Wire)
Jun-02-24 06:06PM	The US City With The Lowest Employment Rate (Insider Monkey)
06:00PM	25 Cities with the Lowest Employment Rates in the US (Insider Monkey)
May-28-24 03:54AM	Finance and HR Software Stocks Q1 In Review: Global Business Travel (NYSE:GBTG) Vs Peers (StockStory)
May-27-24 08:51AM	Reasons to Hold Paychex (PAYX) Stock in Your Portfolio (Zacks)
May-23-24 07:26AM	Dayforce (NYSE:DAY) Q1 Earnings: Leading The HR Software Pack (StockStory)
May-20-24 04:09PM	Paychex Insider Sold Shares Worth $1,348,438, According to a Recent SEC Filing (MT Newswires)
May-13-24 06:00AM	The 7 Best Dividend Stocks to Buy in May 2024 (InvestorPlace)
May-09-24 01:21PM	Hidden Opportunities: 3 Overlooked Stocks Primed for Outsized Gains Through 2030 (InvestorPlace)
May-08-24 10:00AM	Paychex Flex® Earns 2024 HR Tech Award from Lighthouse Research & Advisory Firm (Business Wire)
07:06AM	Paychex Inc's Dividend Analysis (GuruFocus.com)
May-04-24 07:38AM	23 Most Profitable Stocks of the Last 12 Months (Insider Monkey)
May-01-24 08:41AM	Paychex Declares a 10% Increase to Quarterly Cash Dividend (Business Wire)
Apr-30-24 08:30AM	Hourly Earnings Growth for U.S. Small Business Workers Increases and Job Growth Slows Amid Tight Job Market (Business Wire)
Apr-24-24 05:14PM	3 Superstar Stocks to Make You a Millionaire by 2035 (InvestorPlace)
Apr-22-24 03:00AM	Manhattan Associates (MANH) Reports Q1: Everything You Need To Know Ahead Of Earnings (StockStory)
Apr-19-24 10:00AM	Paychex: A Consistently High-Margin Business (GuruFocus.com)
04:24AM	Q4 Rundown: BlackLine (NASDAQ:BL) Vs Other Finance and HR Software Stocks (StockStory)
Apr-15-24 04:03AM	Q4 Earnings Roundup: Zuora (NYSE:ZUO) And The Rest Of The Finance and HR Software Segment (StockStory)
Apr-12-24 05:35AM	Finance and HR Software Q4 Earnings: Marqeta (NASDAQ:MQ) Simply the Best (StockStory)
Apr-10-24 09:04AM	3 Growth Stocks That Could Soar 50% or More by Year's End (InvestorPlace)
Apr-09-24 11:45AM	Paychex Recognized for Excellence in Health & Well-being by Business Group on Health (Business Wire)
Apr-03-24 10:14AM	Jim Cramer is Talking About Trump Media and 10 Other Stocks (Insider Monkey)
09:18AM	Paychex, Inc. (NASDAQ:PAYX) Q3 2024 Earnings Call Transcript (Insider Monkey)
08:30AM	U.S. Small Business Job and Wage Growth Remain Steady (Business Wire)
Apr-02-24 11:50PM	Q3 2024 Paychex Inc Earnings Call (Thomson Reuters StreetEvents)
12:52PM	PAYX Stock Earnings: Paychex Beats EPS, Misses Revenue for Q3 2024 (InvestorPlace)
11:23AM	Paychex (PAYX) Q3 Earnings Beat Estimates, Revenues Miss (Zacks)
11:01AM	Cramer's Stop Trading: Paychex (CNBC TV)
10:11AM	Paychex Inc (PAYX) Earnings: A Solid Performance with Revenue and EPS Growth (GuruFocus.com)
10:00AM	Compared to Estimates, Paychex (PAYX) Q3 Earnings: A Look at Key Metrics (Zacks)
09:48AM	Paychex Stock Falls After Revenue Misses Estimates (Barrons.com)
09:40AM	Paychex (PAYX) Beats Q3 Earnings Estimates (Zacks)
08:54AM	Paychex Q3 Net Income Rises; Updates FY24 Guidance (RTT News)
08:37AM	Paychex (NASDAQ:PAYX) Misses Q1 Revenue Estimates, Stock Drops (StockStory)
08:36AM	Paychex: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
08:30AM	Paychex, Inc. Reports Third Quarter Results: Sustained Growth in Revenue and Earnings (Business Wire)
Apr-01-24 03:01AM	Paychex (PAYX) Q1 Earnings: What To Expect (StockStory)
Mar-28-24 05:28PM	BetterInvesting Magazine Update on Paychex Inc. and Pfizer Inc. (PR Newswire)
11:25AM	Will Top-Line Improvement Aid Paychex (PAYX) in Q3 Earnings? (Zacks)
Mar-26-24 09:30AM	Paychex Named Among FORTUNEs Most Innovative Companies (Business Wire)
Mar-25-24 01:57PM	Spotting Winners: Paychex (NASDAQ:PAYX) And HR Software Stocks In Q3 (StockStory)
08:30AM	Paychex, Inc. Reschedules Release of Third Quarter Fiscal 2024 Earnings Results and Conference Call (Business Wire)
Mar-24-24 10:58AM	What To Expect in the Markets This Week (Investopedia)

Paychex, Inc. provides human capital management solutions for payroll, human resources, insurance and retirement for small and medium-sized businesses. Its solutions include payroll services, hiring services, business insurance, time and attendance, employee benefits, finance and payments, human resources services and startup services. The company was founded by Blase Thomas Golisano in 1971 and is headquartered in Rochester, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DOODY JOSEPH	Director	Aug 26 '24	Option Exercise	70.37	8,641	608,067	9,402	Aug 28 04:00 PM
DOODY JOSEPH	Director	Aug 26 '24	Sale	130.69	8,641	1,129,292	761	Aug 28 04:00 PM
DOODY JOSEPH	Director	Aug 26 '24	Proposed Sale	130.69	8,641	1,129,309		Aug 26 10:52 AM
Simmons Christopher C	VP, Controller & Treasurer	Aug 16 '24	Sale	125.34	2,344	293,797	5,215	Aug 19 04:00 PM
Simmons Christopher C	Officer	Aug 16 '24	Proposed Sale	125.34	2,344	293,797		Aug 16 02:22 PM
FLASCHEN DAVID J S	Director	Aug 05 '24	Option Exercise	71.64	14,434	1,034,026	14,024	Aug 06 04:00 PM
FLASCHEN DAVID J S	Director	Aug 05 '24	Sale	125.21	14,434	1,807,252	5,383	Aug 06 04:00 PM
Mucci Family Foundation	Director	Aug 06 '24	Proposed Sale	125.10	19,554	2,446,205		Aug 05 03:53 PM
FLASCHEN DAVID J S	Director	Aug 05 '24	Proposed Sale	125.21	14,434	1,807,257		Aug 05 11:19 AM
FLASCHEN DAVID J S	Director	Jul 26 '24	Option Exercise	57.20	9,615	549,978	14,998	Jul 30 04:00 PM
FLASCHEN DAVID J S	Director	Jul 26 '24	Sale	125.60	9,615	1,207,644	5,383	Jul 30 04:00 PM
FLASCHEN DAVID J S	Director	Jul 26 '24	Proposed Sale	125.60	9,615	1,207,678		Jul 26 04:35 PM
Bottini Mark Anthony	Sr. VP of Sales	Jul 24 '24	Sale	123.60	8,954	1,106,714	79,232	Jul 25 04:00 PM
Gibson John B	President and CEO	Jul 15 '24	Sale	119.53	12,670	1,514,445	55,745	Jul 17 04:00 PM
MUCCI MARTIN	Chairman	Jul 02 '24	Option Exercise	47.32	105,311	4,983,317	504,146	Jul 03 04:00 PM
MUCCI MARTIN	Chairman	Jul 01 '24	Option Exercise	47.32	101,490	4,802,507	538,835	Jul 03 04:00 PM
MUCCI MARTIN	Chairman	Jul 01 '24	Sale	117.27	101,490	11,901,732	437,345	Jul 03 04:00 PM
MUCCI MARTIN	Chairman	Jul 02 '24	Sale	116.76	85,858	10,024,982	437,345	Jul 03 04:00 PM
FLASCHEN DAVID J S	Director	May 24 '24	Option Exercise	54.25	19,709	1,069,293	15,603	May 28 04:00 PM
FLASCHEN DAVID J S	Director	May 24 '24	Sale	124.55	19,709	2,454,691	5,383	May 28 04:00 PM
VELLI JOSEPH M	Director	May 17 '24	Option Exercise	41.70	10,850	452,445	80,705	May 20 04:00 PM
VELLI JOSEPH M	Director	May 17 '24	Sale	124.28	10,850	1,348,438	69,855	May 20 04:00 PM
FLASCHEN DAVID J S	Director	Nov 28 '23	Buy	119.13	247	29,371	33,248	Mar 08 04:00 PM
FLASCHEN DAVID J S	Director	Nov 28 '23	Buy	119.13	94	11,194	6,336	Mar 08 04:00 PM
FLASCHEN DAVID J S	Director	Aug 24 '24	Buy	122.31	45	5,556	6,289	Mar 08 04:00 PM
Gioja Michael E	Sr. Vice President	Feb 07 '24	Option Exercise	60.84	40,068	2,437,737	59,262	Feb 08 04:00 PM
Gioja Michael E	Sr. Vice President	Feb 07 '24	Sale	121.89	40,068	4,883,889	19,194	Feb 08 04:00 PM
Bottini Mark Anthony	Sr. VP of Sales	Jan 29 '24	Option Exercise	41.70	15,481	645,558	98,171	Jan 31 04:00 PM
Bottini Mark Anthony	Sr. VP of Sales	Jan 29 '24	Sale	120.53	15,481	1,865,925	82,690	Jan 31 04:00 PM
FLASCHEN DAVID J S	Director	Dec 28 '23	Option Exercise	99.59	16,031	1,596,487	13,312	Dec 29 04:13 PM
FLASCHEN DAVID J S	Director	Dec 28 '23	Sale	119.79	16,031	1,920,308	5,383	Dec 29 04:13 PM
Gioja Michael E	Sr. Vice President	Oct 06 '23	Option Exercise	60.84	41,329	2,514,456	61,129	Oct 10 04:20 PM
Gioja Michael E	Sr. Vice President	Oct 06 '23	Sale	115.79	41,329	4,785,485	19,800	Oct 10 04:20 PM

Open in Screener

EQBK

Equity Bancshares Inc

Sep 06 • 04:00PM ET

38.53

Dollar change -1.00
Percentage change -2.53	%

Financial • Banks - Regional • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

EQBK Equity Bancshares Inc daily Stock Chart

Held by: VTI IWM VXF IWN DFAT AVUV BSVO VTWO DFAS DFAC

Index	RUT	P/E	61.58	EPS (ttm)	0.63	Insider Own	14.30%	Shs Outstand	15.44M	Perf Week	-5.47%
Market Cap	587.97M	Forward P/E	9.15	EPS next Y	4.21	Insider Trans	-1.54%	Shs Float	13.08M	Perf Month	7.06%
Income	9.83M	PEG	6.16	EPS next Q	1.00	Inst Own	62.30%	Short Float	0.93%	Perf Quarter	15.36%
Sales	260.56M	P/S	2.26	EPS this Y	638.00%	Inst Trans	-9.72%	Short Ratio	2.58	Perf Half Y	20.48%
Book/sh	30.34	P/B	1.27	EPS next Y	14.09%	ROA	0.19%	Short Interest	0.12M	Perf Year	58.82%
Cash/sh	-	P/C	-	EPS next 5Y	10.00%	ROE	2.23%	52W Range	22.78 - 42.02	Perf YTD	13.66%
Dividend Est.	0.48 (1.25%)	P/FCF	-	EPS past 5Y	-26.18%	ROI	1.68%	52W High	-8.31%	Beta	0.90
Dividend TTM	0.48 (1.25%)	Quick Ratio	-	Sales past 5Y	5.03%	Gross Margin	-	52W Low	69.14%	ATR (14)	1.14
Dividend Ex-Date	Jun 28, 2024	Current Ratio	0.12	EPS Y/Y TTM	-79.75%	Oper. Margin	4.72%	RSI (14)	46.39	Volatility	2.48% 2.48%
Employees	717	Debt/Eq	0.90	Sales Y/Y TTM	3.90%	Profit Margin	3.77%	Recom	2.20	Target Price	43.80
Option/Short	Yes / Yes	LT Debt/Eq	0.27	EPS Q/Q	3.45%	Payout	88.04%	Rel Volume	0.49	Prev Close	39.53
Sales Surprise	0.62%	EPS Surprise	-17.21%	Sales Q/Q	23.41%	Earnings	Jul 16 AMC	Avg Volume	47.05K	Price	38.53
SMA20	-0.95%	SMA50	0.98%	SMA200	13.47%	Trades		Volume	22,969	Change	-2.53%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-07-23	Downgrade	Stephens	Overweight → Equal-Weight	$30
Jul-16-20	Downgrade	DA Davidson	Buy → Neutral
Jan-03-19	Downgrade	Keefe Bruyette	Outperform → Mkt Perform
Oct-15-18	Upgrade	Stephens	Equal-Weight → Overweight
Jan-10-17	Initiated	FBR & Co.	Outperform	$40
Jul-29-16	Upgrade	Keefe Bruyette	Mkt Perform → Outperform

Jul-18-24 02:48AM	Q2 2024 Equity Bancshares Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-16-24 09:53PM	EQBK Stock Earnings: Equity Bancshares Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace) +5.10%
06:00PM	Equity Bancshares (EQBK) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
05:02PM	Equity Bancshares: Q2 Earnings Snapshot (Associated Press Finance)
04:45PM	Equity Bancshares, Inc. Second Quarter Results Highlighted by Record Net Interest Income and Net Interest Margin Expansion (Business Wire)
10:00AM	Loading…
Jul-09-24 10:00AM	Equity Bancshares (EQBK) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-02-24 06:59AM	Equity Bancshares, Inc. Completes Merger with KansasLand Bancshares, Inc. (Business Wire)
Jun-25-24 05:45PM	Equity Bancshares, Inc. Will Announce Second Quarter 2024 Results on July 16, 2024 (Business Wire)
May-17-24 03:00PM	Director Junetta Everett Acquires Shares of Equity Bancshares Inc (EQBK) (GuruFocus.com)
May-10-24 08:30AM	Equity Bancshares, Inc. Announces Promotions of Top Executives (Business Wire)
Apr-22-24 04:53PM	Equity Bancshares, Inc. Expands Footprint Within Home State of Kansas (Business Wire)
Apr-18-24 08:19AM	Equity Bancshares, Inc. (NASDAQ:EQBK) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:02AM	Equity Bancshares Inc (EQBK) Q1 2024 Earnings Call Transcript Highlights: Strong Performance ... (GuruFocus.com)
Apr-16-24 09:53PM	EQBK Stock Earnings: Equity Bancshares Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:46PM	Equity Bancshares, Inc. First Quarter Results Highlighted by Record Net Interest Income and Net Interest Margin Expansion (Business Wire)
07:09PM	Loading…
Mar-26-24 07:09PM	Equity Bancshares, Inc. Will Announce First Quarter 2024 Results on April 16, 2024 (Business Wire)
Feb-12-24 09:00AM	Equity Bancshares, Inc. Completes Merger with Rockhold BanCorp (Business Wire)
Jan-24-24 05:29PM	Equity Bancshares, Inc. Fourth Quarter Results Highlighted by 6.1% Annualized Loan Growth and Strategic Balance Sheet Repositioning (GlobeNewswire)
Dec-28-23 06:00PM	Equity Bancshares, Inc. Will Announce Fourth Quarter 2023 Results on January 24, 2024 (GlobeNewswire)
Dec-06-23 06:30AM	Equity Bancshares, Inc. Adds to Missouri Franchise, Will Acquire Bank of Kirksville (GlobeNewswire) +10.45%
Oct-19-23 08:18AM	Equity Bancshares, Inc. (NASDAQ:EQBK) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-17-23 04:46PM	Equity Bancshares, Inc. Reports Third Quarter Results; Including Net Interest Margin Growth Driven by Core Deposit Base (GlobeNewswire)
Sep-28-23 01:56PM	Equity Bancshares, Inc. Will Announce Third Quarter 2023 Results on October 17, 2023 (GlobeNewswire)
Sep-22-23 09:40AM	Is Equity Bancshares (EQBK) Stock Undervalued Right Now? (Zacks)
Sep-06-23 09:40AM	Should Value Investors Buy Equity Bancshares (EQBK) Stock? (Zacks)
Aug-22-23 05:01PM	Equity Bancshares, Inc. Elevates Krzysztof Slupkowski to Chief Credit Officer (GlobeNewswire) -5.31%
Aug-21-23 09:40AM	Are Investors Undervaluing Equity Bancshares (EQBK) Right Now? (Zacks)
Aug-04-23 05:09PM	Equity Bancshares, Inc. Announces Promotion of Chris Navratil to Chief Financial Officer and Departure of Eric Newell (GlobeNewswire)
Jul-18-23 07:05PM	Equity Bancshares, Inc. Reports Second Quarter Results; Experienced Core Deposit Growth and Increased Net Interest Income (GlobeNewswire) +5.29%
Jun-28-23 06:17PM	Equity Bancshares, Inc. Will Announce Second Quarter 2023 Results on July 18, 2023 (GlobeNewswire)
07:30AM	Loading…
May-10-23 07:30AM	Equity Bancshares, Inc. Announces Transfer of Listing of Common Stock EQBK to the New York Stock Exchange (GlobeNewswire)
May-05-23 06:59AM	With 54% ownership of the shares, Equity Bancshares, Inc. (NASDAQ:EQBK) is heavily dominated by institutional owners (Simply Wall St.)
May-03-23 04:57PM	Equity Bank Announces Hire of Richard M. Sems as President (GlobeNewswire)
Apr-28-23 05:00PM	Equity Bancshares, Inc. Announces Resignation of Greg Kossover from Executive Management (GlobeNewswire)
Apr-27-23 06:10AM	7 Underperforming Dividend Stocks to Dump Now (InvestorPlace)
Apr-20-23 12:45AM	Q1 2023 Equity Bancshares Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-18-23 06:45PM	Equity Bancshares (EQBK) Tops Q1 Earnings Estimates (Zacks)
05:56PM	Equity Bancshares, Inc. Reports First Quarter Results; Exhibiting Stability of Deposits and Continued Improvement in Asset Quality (GlobeNewswire)
Apr-13-23 10:01AM	S&T Bancorp (STBA) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-11-23 10:00AM	Analysts Estimate Equity Bancshares (EQBK) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-05-23 10:48PM	Equity Bancshares, Inc. Will Announce First Quarter 2023 Results on April 18, 2023 (GlobeNewswire)
Mar-25-23 08:14AM	Why You Might Be Interested In Equity Bancshares, Inc. (NASDAQ:EQBK) For Its Upcoming Dividend (Simply Wall St.)
Mar-22-23 07:51AM	Bank OZK (OZK) Surges 7.2%: Is This an Indication of Further Gains? (Zacks)
Mar-15-23 04:21PM	PACW SOFI 5 Bank Stocks With Massive Insider Buying (InvestorPlace)
06:16AM	Equity Bancshares (NASDAQ:EQBK) Ticks All The Boxes When It Comes To Earnings Growth (Simply Wall St.)
Feb-24-23 11:45AM	Equity Bank Announces 2023 Officer Promotions, Including Regional CEOs, CMO and Bank CFO (GlobeNewswire)
Feb-03-23 06:05AM	Equity Bancshares (NASDAQ:EQBK) investors are sitting on a loss of 12% if they invested five years ago (Simply Wall St.)
Jan-27-23 01:09PM	Equity Bancshares, Inc. (NASDAQ:EQBK) Q4 2022 Earnings Call Transcript (Insider Monkey)
Jan-26-23 12:21PM	Equity Bancshares touts record net income, revenue in 2022; Q4 earnings miss expectations (American City Business Journals) -6.51%
Jan-25-23 06:55PM	Equity Bancshares (EQBK) Misses Q4 Earnings and Revenue Estimates (Zacks)
05:02PM	Equity Bancshares, Inc. Reports Fourth Quarter Results, Strong Organic Loan Growth, and Improved Asset Quality Metrics (GlobeNewswire)
Jan-19-23 10:00AM	Princeton Bancorp, Inc. (BPRN) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-18-23 10:00AM	Equity Bancshares (EQBK) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-06-23 11:36AM	Equity Bancshares, Inc. Will Announce Fourth Quarter 2022 Results on January 25, 2023 (GlobeNewswire)
Dec-24-22 07:22AM	Should You Buy Equity Bancshares, Inc. (NASDAQ:EQBK) For Its Upcoming Dividend? (Simply Wall St.)
Nov-11-22 06:00AM	2022 Executives of the Year: Craig Anderson, Equity Bank (American City Business Journals)
05:04AM	Equity Bancshares Third Quarter 2022 Earnings: Beats Expectations (Simply Wall St.)
Nov-04-22 10:13AM	With 52% institutional ownership, Equity Bancshares, Inc. (NASDAQ:EQBK) is a favorite amongst the big guns (Simply Wall St.)
Oct-24-22 10:00AM	Best Momentum Stocks to Buy for October 24th (Zacks)
Oct-19-22 03:29PM	Equity Bancshares Q3 earnings beat revenue expectations (American City Business Journals)
Oct-18-22 06:05PM	Equity Bancshares (EQBK) Beats Q3 Earnings and Revenue Estimates (Zacks)
05:25PM	Equity Bancshares, Inc. Reports Third Quarter Results, Continued Organic Growth (GlobeNewswire)
Oct-12-22 10:00AM	Farmers & Merchants Bancorp Inc. (FMAO) to Report Q3 Results: Wall Street Expects Earnings Growth (Zacks)
Oct-11-22 10:00AM	Analysts Estimate Equity Bancshares (EQBK) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-05-22 09:10AM	Equity Bancshares, Inc. Will Announce Third Quarter 2022 Results on October 18, 2022 (GlobeNewswire)
Sep-24-22 08:38AM	Is It Smart To Buy Equity Bancshares, Inc. (NASDAQ:EQBK) Before It Goes Ex-Dividend? (Simply Wall St.)
Sep-22-22 08:50AM	3 Bank Stocks With Recently Announced Dividend Hikes to Watch (Zacks)
Sep-20-22 05:35PM	Equity Bancshares, Inc. Announces 25% Increase of Quarterly Cash Dividend on Common Stock (GlobeNewswire)
Aug-29-22 05:08PM	Equity Bank reaches agreement to sell branch location in Cordell, Oklahoma to High Plains Bank of Okeene, Oklahoma (GlobeNewswire)
Aug-09-22 07:00AM	Those who invested in Equity Bancshares (NASDAQ:EQBK) three years ago are up 26% (Simply Wall St.)
Jul-19-22 06:45PM	Equity Bancshares (EQBK) Tops Q2 Earnings and Revenue Estimates (Zacks)
04:56PM	Equity Bancshares, Inc. Reports Second Quarter Results, Continued Organic Growth (GlobeNewswire)
Jul-13-22 10:00AM	First Internet Bancorp (INBK) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Jul-12-22 10:15AM	Analysts Estimate Equity Bancshares (EQBK) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jun-30-22 05:35PM	Equity Bancshares, Inc. Will Announce Second Quarter 2022 Results on July 19, 2022 (GlobeNewswire)
Jun-25-22 08:46AM	Why You Might Be Interested In Equity Bancshares, Inc. (NASDAQ:EQBK) For Its Upcoming Dividend (Simply Wall St.)
Jun-07-22 10:16AM	4 Reasons to Invest in Equity Bancshares (EQBK) Stock Right Now (Zacks)
May-13-22 12:40PM	What Type Of Shareholders Own The Most Number of Equity Bancshares, Inc. (NASDAQ:EQBK) Shares? (Simply Wall St.)
Apr-20-22 03:29PM	Equity Bancshares earnings rise; company looking at M&A opportunities (American City Business Journals) +9.45%
Apr-19-22 05:55PM	Equity Bancshares (EQBK) Q1 Earnings and Revenues Top Estimates (Zacks)
04:30PM	Equity Bancshares, Inc. Reports First Quarter Results, Continued Organic Growth (GlobeNewswire)
Apr-06-22 06:38PM	Equity Bancshares, Inc. Will Announce First Quarter 2022 Results on April 19, 2022 (GlobeNewswire)
Mar-26-22 01:20PM	Should You Buy Equity Bancshares, Inc. (NASDAQ:EQBK) For Its Upcoming Dividend? (Simply Wall St.)
Jan-26-22 08:35PM	Equity Bancshares (EQBK) Q4 Earnings and Revenues Top Estimates (Zacks)
06:38PM	Equity Bancshares, Inc. Results Include Strong Organic Growth While Expanding Kansas Franchise (GlobeNewswire)
Jan-17-22 03:00PM	Earnings Preview: Equity Bancshares (EQBK) Q4 Earnings Expected to Decline (Zacks)
Jan-14-22 06:04PM	Equity Bancshares, Inc. Will Announce Fourth Quarter 2021 Results on January 26, 2022 (GlobeNewswire)
Jan-10-22 09:40AM	Are These Finance Stocks a Great Value Stocks Right Now? (Zacks)
Dec-25-21 06:45AM	Equity Bancshares, Inc. (NASDAQ:EQBK) Passed Our Checks, And It's About To Pay A US$0.08 Dividend (Simply Wall St.)
Dec-21-21 09:40AM	Should Value Investors Buy Equity Bancshares (EQBK) Stock? (Zacks)
Dec-08-21 06:15PM	Equity Bancshares Inc (EQBK) CEO Brad S Elliott Sold $2 million of Shares (GuruFocus.com)
Dec-06-21 08:00AM	Equity Bank Completes Acquisition of St. Joseph, Mo. Locations of Security Bank of Kansas City (GlobeNewswire)
Nov-02-21 11:43AM	EVP Of Equity Bancshares Trades $1.0M In Company Stock (Benzinga)
Oct-25-21 04:17PM	Equity Bank reaches agreement to sell North Central Kansas branches to United Bank & Trust (GlobeNewswire)
Oct-19-21 06:45PM	Equity Bancshares (EQBK) Beats Q3 Earnings and Revenue Estimates (Zacks)
06:17PM	Equity Bancshares, Inc. Results Include Strong Organic Growth While Expanding Kansas Franchise (GlobeNewswire)
Oct-18-21 08:28AM	Here's What Equity Bancshares, Inc.'s (NASDAQ:EQBK) Shareholder Ownership Structure Looks Like (Simply Wall St.)
Oct-12-21 03:00PM	Equity Bancshares (EQBK) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
11:05AM	Cadence Bancorporation (CADE) Increases Dividend by 5.3% (Zacks)
Oct-04-21 08:00AM	Equity Bancshares, Inc. Completes Merger with American State Bancshares, Inc. (GlobeNewswire)

Equity Bancshares, Inc. is a bank holding company, which engages in the provision of financial services to individuals and businesses. The firm also offers online banking solutions, and commercial and personal banking services such as savings, treasury management, and loans. The company was founded by Brad S. Elliott in November 2002 and is headquartered in Wichita, KS.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Knutson Ann	Chief Human Resources Officer	Aug 15 '24	Sale	38.53	255	9,825	4,626	Aug 19 04:09 PM
Pass David	Chief Information Officer	Aug 15 '24	Sale	38.53	144	5,548	5,000	Aug 19 04:09 PM
Gaeddert Gregory L	Director	Jul 23 '24	Sale	40.99	6,000	245,940	17,167	Jul 25 02:44 PM
Elliott Brad S	Chief Executive Officer	Jul 22 '24	Option Exercise	14.25	24,801	353,414	176,417	Jul 23 04:52 PM
Elliott Brad S	Chief Executive Officer	Jul 23 '24	Option Exercise	14.25	5,864	83,562	157,480	Jul 23 04:52 PM
Elliott Brad S	Chief Executive Officer	Jul 22 '24	Sale	40.64	24,801	1,007,913	151,616	Jul 23 04:52 PM
Elliott Brad S	Chief Executive Officer	Jul 23 '24	Sale	40.91	5,864	239,896	151,616	Jul 23 04:52 PM
Everett Junetta M	Director	May 13 '24	Buy	34.50	2,903	100,154	9,813	May 17 11:43 AM
Elliott Brad S	Chief Executive Officer	Feb 28 '24	Sale	31.57	6,290	198,575	152,088	Feb 29 11:16 AM
Elliott Brad S	Chief Executive Officer	Feb 29 '24	Sale	32.02	472	15,113	151,616	Feb 29 11:16 AM
Reber Brett A	General Counsel	Feb 08 '24	Sale	32.14	959	30,822	29,147	Feb 12 02:20 PM
Huber Julie A	EVP	Feb 08 '24	Sale	32.14	1,050	33,747	56,918	Feb 12 02:19 PM
Slupkowski Krzysztof	Chief Credit Officer	Feb 08 '24	Sale	32.12	179	5,750	9,808	Feb 12 02:19 PM
Koger Randee R	Director	Dec 05 '23	Option Exercise	13.00	4,406	57,278	55,344	Dec 07 09:57 AM
Gaeddert Gregory L	Director	Dec 01 '23	Option Exercise	13.00	2,516	32,708	23,167	Dec 05 03:35 PM
Loving James S	Director	Oct 24 '23	Buy	23.60	2,000	47,200	12,610	Oct 26 12:57 PM
Loving James S	Director	Sep 12 '23	Buy	24.45	1,000	24,450	10,610	Sep 14 02:27 PM

Open in Screener

PINC

Premier Inc

Sep 06 • 04:00PM ET

20.44

Dollar change -0.02
Percentage change -0.10	%

Healthcare • Health Information Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IJR CALF VTI VB FVD COWZ AVUV VBR VXF FXH

Index	-	P/E	19.69	EPS (ttm)	1.04	Insider Own	1.53%	Shs Outstand	105.03M	Perf Week	1.19%
Market Cap	2.05B	Forward P/E	16.08	EPS next Y	1.27	Insider Trans	-11.74%	Shs Float	98.65M	Perf Month	4.66%
Income	119.54M	PEG	-	EPS next Q	0.25	Inst Own	87.50%	Short Float	7.08%	Perf Quarter	7.92%
Sales	1.35B	P/S	1.52	EPS this Y	-48.67%	Inst Trans	-0.51%	Short Ratio	5.24	Perf Half Y	-3.08%
Book/sh	18.68	P/B	1.09	EPS next Y	4.92%	ROA	3.51%	Short Interest	6.98M	Perf Year	-11.32%
Cash/sh	1.25	P/C	16.36	EPS next 5Y	-1.50%	ROE	5.56%	52W Range	17.95 - 23.56	Perf YTD	-8.59%
Dividend Est.	0.93 (4.53%)	P/FCF	9.51	EPS past 5Y	-	ROI	6.06%	52W High	-13.24%	Beta	0.40
Dividend TTM	0.84 (4.11%)	Quick Ratio	0.89	Sales past 5Y	3.29%	Gross Margin	62.45%	52W Low	13.84%	ATR (14)	0.49
Dividend Ex-Date	Aug 30, 2024	Current Ratio	0.99	EPS Y/Y TTM	-29.05%	Oper. Margin	11.67%	RSI (14)	55.18	Volatility	2.19% 2.48%
Employees	2900	Debt/Eq	0.06	Sales Y/Y TTM	0.77%	Profit Margin	8.88%	Recom	3.11	Target Price	19.62
Option/Short	Yes / Yes	LT Debt/Eq	0.01	EPS Q/Q	221.36%	Payout	80.39%	Rel Volume	0.84	Prev Close	20.46
Sales Surprise	11.85%	EPS Surprise	40.82%	Sales Q/Q	2.91%	Earnings	Aug 20 BMO	Avg Volume	1.33M	Price	20.44
SMA20	1.63%	SMA50	3.64%	SMA200	-0.86%	Trades		Volume	1,125,077	Change	-0.10%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-26-24	Downgrade	The Benchmark Company	Buy → Hold
May-08-24	Downgrade	Canaccord Genuity	Buy → Hold	$27 → $21
Feb-26-24	Initiated	Leerink Partners	Market Perform	$22.50
Jan-03-24	Initiated	Barclays	Equal Weight	$22
Aug-23-23	Downgrade	Piper Sandler	Overweight → Neutral	$44 → $25
May-03-23	Downgrade	Robert W. Baird	Outperform → Neutral	$43 → $30
May-02-23	Downgrade	Raymond James	Outperform → Mkt Perform
Jan-27-23	Upgrade	Credit Suisse	Underperform → Neutral	$38
Nov-02-22	Upgrade	Robert W. Baird	Neutral → Outperform	$41
May-04-22	Upgrade	Piper Sandler	Neutral → Overweight	$39 → $45
Apr-14-22	Initiated	Guggenheim	Neutral
Apr-01-22	Resumed	Credit Suisse	Underperform	$35
May-28-21	Downgrade	Barclays	Overweight → Underweight	$42 → $34
Apr-29-21	Resumed	JP Morgan	Neutral	$36
Feb-03-21	Upgrade	The Benchmark Company	Hold → Buy	$42
Jan-19-21	Downgrade	BofA Securities	Buy → Underperform	$41 → $36
Jan-15-21	Downgrade	Credit Suisse	Neutral → Underperform	$35
Jan-08-21	Downgrade	Jefferies	Buy → Hold	$40
Dec-08-20	Initiated	Berenberg	Buy	$42
Aug-31-20	Upgrade	Guggenheim	Neutral → Buy	$37

Show Previous Ratings

Sep-05-24 05:00PM	Insider Sale: President & CEO Michael Alkire Sells 19,362 Shares of Premier Inc (PINC) (GuruFocus.com)
Sep-04-24 03:00PM	Insider Sale: Director Jody Davids Sells 13,600 Shares of Premier Inc (PINC) (GuruFocus.com)
Aug-20-24 10:54PM	Q4 2024 Premier Inc Earnings Call (Thomson Reuters StreetEvents)
09:30AM	Premier (PINC) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
07:45AM	Premier, Inc. (PINC) Tops Q4 Earnings and Revenue Estimates (Zacks)
06:32AM	Loading…
06:32AM	Premier, Inc. Appoints Glenn Coleman as Chief Administrative and Financial Officer (Business Wire)
06:30AM	Premier, Inc. Reports Fiscal-Year 2024 Fourth-Quarter and Full-Year Results (Business Wire)
Aug-19-24 04:20PM	AllSpire Health Partners Selects Premier, Inc. as its National GPO (Business Wire)
Aug-15-24 05:01PM	Insider Selling: CFO Craig Mckasson Sells Shares of Premier Inc (PINC) (GuruFocus.com)
09:15AM	Premier (PINC) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Aug-08-24 04:15PM	Premier, Inc. Declares Quarterly Cash Dividend (Business Wire)
Aug-01-24 07:01PM	Insider Sale: President & CEO Michael Alkire Sells 18,771 Shares of Premier Inc (PINC) (GuruFocus.com)
Jul-25-24 03:00PM	Insider Sale: President & CEO Michael Alkire Sells 17,375 Shares of Premier Inc (PINC) (GuruFocus.com)
Jul-23-24 09:15AM	Premier, Inc. to Report Fiscal 2024 Fourth-Quarter and Full-Year Results and Host Conference Call on August 20, 2024 (Business Wire)
Jul-22-24 05:01PM	Insider Sale: Craig Mckasson Sells 30,000 Shares of Premier Inc (PINC) (GuruFocus.com)
03:00PM	Loading…
May-29-24 03:00PM	Insider Sale: Chief Commercial Officer Andy Brailo Sells 13,318 Shares of Premier Inc (PINC) (GuruFocus.com)
May-22-24 06:50PM	Insider Sale: COO Leigh Anderson Sells 20,000 Shares of Premier Inc (PINC) (GuruFocus.com)
May-21-24 05:00PM	Insider Sale: Chief Commercial Officer Andy Brailo Sells 8,331 Shares of Premier Inc (PINC) (GuruFocus.com)
09:00AM	Premiers PINC AI and Fortune Name the Nations 15 Top Health Systems (Business Wire)
May-17-24 08:10AM	EDAP TMS S.A. (NASDAQ:EDAP) Q1 2024 Earnings Call Transcript (Insider Monkey)
02:33AM	Director Helen Boudreau Sells 6,629 Shares of Premier Inc (PINC) (GuruFocus.com)
May-14-24 05:18PM	US makers of masks and gloves get lifeline: higher tariffs on Chinese-made products (Reuters)
May-09-24 09:00AM	Premier, Inc. to Participate in BofA Securities Healthcare Conference on May 14, 2024 (Business Wire)
May-08-24 11:34AM	Premier, Inc. (NASDAQ:PINC) Q3 2024 Earnings Call Transcript (Insider Monkey)
08:00AM	Premier, Inc. Announces Cross-Industry Initiative to Improve Diagnosis and Care for Chronic Kidney Disease (Business Wire)
03:04AM	Premier Inc (PINC) (Q3 2024) Earnings Call Transcript Highlights: Navigating Challenges and ... (GuruFocus.com)
May-07-24 09:55PM	Q3 2024 Premier Inc Earnings Call (Thomson Reuters StreetEvents) -6.32%
10:53AM	PINC Stock Earnings: Premier Beats EPS, Beats Revenue for Q3 2024 (InvestorPlace)
09:30AM	Here's What Key Metrics Tell Us About Premier (PINC) Q3 Earnings (Zacks)
07:40AM	Premier, Inc. (PINC) Q3 Earnings and Revenues Surpass Estimates (Zacks)
06:30AM	Loading…
06:30AM	Premier, Inc. Reports Fiscal-Year 2024 Third-Quarter Results (Business Wire)
May-06-24 09:16AM	Premier (PINC) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Apr-26-24 08:30AM	Premier, Inc. Declares Quarterly Cash Dividend (Business Wire)
Apr-16-24 02:43PM	Premier's PINC AI and Fortune Name the Nation's 100 Top Hospitals (Business Wire)
08:15AM	Premier, Inc. to Report Fiscal 2024 Third-Quarter Results and Host Conference Call on May 7, 2024 (Business Wire)
Mar-05-24 08:30AM	Premier, Inc. to Participate in Barclays Global Healthcare Conference on March 12, 2024 (Business Wire)
Feb-15-24 09:10AM	PINC AI and Fortune Name the Nations 50 Top Cardiovascular Hospitals (Business Wire)
Feb-13-24 08:30AM	Premier, Inc.s PINC AI Applied Sciences and Datavant Collaborate to Enable Next-Generation Clinical Trials (Business Wire)
Feb-07-24 04:51PM	Premier Inc (PINC) Faces Revenue Decline but Advances Strategic Focus in Q2 FY2024 (GuruFocus.com)
08:35AM	Premier, Inc. (NASDAQ:PINC) Q2 2024 Earnings Call Transcript (Insider Monkey)
12:30AM	Q2 2024 Premier Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-05-24 06:30PM	Compared to Estimates, Premier, Inc. (PINC) Q2 Earnings: A Look at Key Metrics (Zacks)
05:50PM	Premier, Inc. (PINC) Q2 Earnings Surpass Estimates (Zacks)
04:30PM	Premier, Inc. Reports Fiscal-Year 2024 Second-Quarter Results (Business Wire)
04:30PM	Premier, Inc. Completes Strategic Review Process (Business Wire)
Jan-25-24 04:15PM	Premier, Inc. Declares Quarterly Cash Dividend (Business Wire)
Jan-24-24 09:15AM	LANGaware Forges Transformative Collaboration with Premier, Inc.'s PINC AI Applied Sciences (PAS) to Revolutionize Healthcare (PR Newswire)
Jan-16-24 04:15PM	Premier, Inc. to Report Fiscal 2024 Second-Quarter Results and Host Conference Call on February 6, 2024 (Business Wire)
Jan-04-24 08:15AM	Premier, Inc. to Participate in J.P. Morgan Healthcare Conference on January 9, 2024 (Business Wire)
Dec-12-23 08:00AM	Premier, Inc.s PINC AI Applied Sciences (PAS) and TFS HealthScience Will Partner to Revolutionize Clinical Trials (Business Wire)
Dec-06-23 10:57PM	7 Dividend-Paying Healthcare Stocks for Income Investors (InvestorPlace)
Dec-05-23 09:10AM	PINC AI and Fortune Name the Nations 15 Top Health Systems (Business Wire)
Dec-01-23 08:59AM	Wealth From Wellness: 7 Healthcare Stocks to Inoculate Your Portfolio (InvestorPlace)
Nov-21-23 08:30AM	Premier, Inc. to Participate in Piper Sandler Healthcare Conference on November 29, 2023 (Business Wire)
Nov-17-23 12:00PM	Premier Stocks To Own As AI Quickly Reshapes Our Future (InvestorPlace)
Nov-16-23 11:52AM	Trending this week: New items from Del Taco, IHOP, and Wendy's (Nation's Restaurant News)
Nov-15-23 08:00AM	Tufts Medicine Selects Premier, Inc. as Strategic Partner to Achieve Supply Chain Excellence (Business Wire)
Nov-14-23 02:09PM	Here Are the Economic Items That Could Be Discussed at the Biden, Xi Meeting On Wednesday (Investopedia)
Nov-09-23 12:26PM	Burger King franchisee Premier Kings files Chapter 11 bankruptcy (Nation's Restaurant News)
12:26PM	Burger King franchisee Premier Kings files Ch. 11 bankruptcy (Nation's Restaurant News)
Nov-08-23 06:52PM	Premier Inc (PINC) Reports Modest Revenue Growth Amid Economic Challenges (GuruFocus.com)
03:22PM	Premier, Inc. (NASDAQ:PINC) Q1 2024 Earnings Call Transcript (Insider Monkey)
Nov-07-23 09:07PM	Q1 2024 Premier Inc Earnings Call (Thomson Reuters StreetEvents)
09:30AM	Compared to Estimates, Premier, Inc. (PINC) Q1 Earnings: A Look at Key Metrics (Zacks)
06:30AM	Premier, Inc. Reports Fiscal-Year 2024 First-Quarter Results (Business Wire)
Nov-06-23 11:25AM	Premier Li Qiang Just Gave Li Auto (LI) Stock a Huge Boost Higher (InvestorPlace)
Nov-01-23 11:35PM	Li Keqiang leaves one wondering the 'could-haves' in Chinese semiconductor development (DigiTimes)
Oct-26-23 04:15PM	Premier, Inc. Declares Quarterly Cash Dividend (Business Wire)
12:30PM	Premier Financial Corp. (NASDAQ:PFC) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-25-23 06:11PM	Apple Raises Prices for TV+, Arcade, and News+, EU to Ban Apple's Carbon Neutral Marketing, GM Pulls Back on EVs (Above Avalon)
08:53AM	Pacific Premier Bancorp, Inc. (NASDAQ:PPBI) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-17-23 08:42AM	Strength Seen in Establishment Labs Holdings Inc. (ESTA): Can Its 14.3% Jump Turn into More Strength? (Zacks)
Oct-11-23 08:15AM	Premier, Inc. to Report Fiscal 2024 First-Quarter Results and Host Conference Call on November 7, 2023 (Business Wire)
Sep-21-23 09:10AM	PINC AI and Fortune Name the Nations 100 Top Hospitals® (Business Wire)
Sep-12-23 04:20PM	Premier, Inc. Realigns Leadership Team and Promotes Key Executives to Accelerate Innovation and Profitable Growth (Business Wire)
Sep-01-23 06:51PM	Blackstone and Airbnb Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400 and S&P SmallCap 600 (PR Newswire)
Aug-25-23 02:21PM	Why Premier Stock Fell 16% This Week (Motley Fool)
Aug-23-23 09:38AM	Super Micro raised, Dick's Sporting downgraded: Wall Street's top analyst calls (The Fly) -8.98%
08:40AM	Premier, Inc. (NASDAQ:PINC) Q4 2023 Earnings Call Transcript (Insider Monkey)
02:06AM	5 big analyst cuts: BofA sees 'increased risks' for Dick's Sporting Goods (Investing.com)
Aug-22-23 11:18PM	Q4 2023 Premier Inc Earnings Call (Thomson Reuters StreetEvents)
09:30AM	Compared to Estimates, Premier, Inc. (PINC) Q4 Earnings: A Look at Key Metrics (Zacks)
07:50AM	Premier, Inc. (PINC) Tops Q4 Earnings Estimates (Zacks)
06:30AM	Premier, Inc. Reports Fiscal-Year 2023 Fourth-Quarter and Full-Year Results (Business Wire)
Aug-13-23 05:49PM	15 Worst Performing Healthcare Stocks in 2023 (Insider Monkey)
Aug-10-23 04:20PM	Premier, Inc. Declares Quarterly Cash Dividend (Business Wire)
Jul-20-23 01:13PM	CFO of the Year Awards: Craig McKasson, Premier Inc. (American City Business Journals)
Jul-19-23 04:15PM	Premier, Inc. to Report Fiscal 2023 Fourth-Quarter and Full-Year Results and Host Conference Call on August 22, 2023 (Business Wire)
Jul-17-23 04:30PM	Endo and Premier, Inc. Collaborate to Address Pitocin® (oxytocin injection, USP) Shortage (PR Newswire)
Jul-02-23 08:25AM	Estimating The Intrinsic Value Of Premier, Inc. (NASDAQ:PINC) (Simply Wall St.)
Jun-22-23 05:00PM	Premier, Inc. Honors Program that Helps Low-Income Seniors Age in Place with National Award and $100,000 Donation (Business Wire)
Jun-20-23 10:05AM	WakeMed Health & Hospitals Wins 2023 Premier Alliance Excellence Award (Business Wire)
Jun-14-23 04:35PM	Premier to sell non-healthcare operations for $800 mln (Reuters) +6.65%
04:30PM	Premier, Inc. to Divest Non-Healthcare GPO Operations for Approximately $800 Million in Cash (Business Wire)
Jun-11-23 08:27AM	Declining Stock and Decent Financials: Is The Market Wrong About Premier, Inc. (NASDAQ:PINC)? (Simply Wall St.)
May-25-23 02:00PM	Premier's (NASDAQ:PINC one-year decrease in earnings delivers investors with a 30% loss (Simply Wall St.)
May-09-23 08:38AM	Premier (NASDAQ:PINC) Has Affirmed Its Dividend Of $0.21 (Simply Wall St.)
May-08-23 05:53PM	Premier Jumps After-Hours as It Explores Sale, Other Options (Bloomberg)
04:54PM	UPDATE 1-Healthcare firm Premier explores strategic alternatives (Reuters)
04:27PM	Premier explores strategic alternatives (Reuters)

Premier, Inc. engages in the provision of healthcare improvement solutions. It operates through the Supply Chain Services and Performance Services segments. The Supply Chain Services segment includes healthcare group purchasing organization programs in the United States, supply chain co-management, and direct sourcing activities. The Performance Services segment consists of informatics, collaborative, consulting services, direct-to-employer initiative, and insurance management services businesses. The company was founded on May 14, 2013 and is headquartered in Charlotte, NC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Brailo Andy	Officer	Sep 06 '24	Proposed Sale	20.51	4,390	90,039		Sep 06 09:59 AM
Alkire Michael J.	President & CEO	Sep 04 '24	Sale	20.83	19,362	403,310	578,143	Sep 05 02:03 PM
Alkire Michael J.	Officer	Sep 04 '24	Proposed Sale	20.83	19,362	403,372		Sep 04 04:16 PM
DAVIDS JODY R	Director	Sep 03 '24	Sale	20.48	13,600	278,528	13,932	Sep 04 12:18 PM
Klatsky David L	General Counsel	Sep 03 '24	Sale	20.28	1,870	37,924	100,597	Sep 04 12:13 PM
DAVIDS JODY R	Director	Sep 03 '24	Proposed Sale	20.28	13,600	275,808		Sep 03 02:01 PM
Klatsky David L	Officer	Sep 03 '24	Proposed Sale	20.28	1,870	37,924		Sep 03 11:29 AM
McKasson Craig S.	Member of immediate family of	Aug 30 '24	Proposed Sale	20.27	556	11,270		Aug 30 04:25 PM
Klatsky David L	General Counsel	Aug 26 '24	Sale	19.96	1,319	26,327	102,467	Aug 27 05:04 PM
Klatsky David L	Officer	Aug 26 '24	Proposed Sale	19.96	1,319	26,327		Aug 26 05:22 PM
McKasson Craig S.	Member of immediate family of	Aug 26 '24	Proposed Sale	20.05	755	15,135		Aug 26 04:31 PM
McKasson Craig S.	CAO & CFO	Aug 14 '24	Sale	20.00	10,000	200,000	278,110	Aug 15 01:47 PM
McKasson Craig S.	Officer	Aug 14 '24	Proposed Sale	20.00	10,000	200,000		Aug 14 11:51 AM
Alkire Michael J.	President & CEO	Jul 31 '24	Sale	21.12	18,771	396,444	543,927	Aug 01 04:39 PM
Alkire Michael J.	Officer	Jul 31 '24	Proposed Sale	21.08	18,771	395,725		Jul 31 04:44 PM
Alkire Michael J.	President & CEO	Jul 24 '24	Sale	20.13	17,375	349,759	562,698	Jul 25 12:57 PM
Alkire Michael J.	President & CEO	Jul 18 '24	Sale	20.00	2,625	52,500	580,073	Jul 22 02:25 PM
McKasson Craig S.	CAO & CFO	Jul 18 '24	Sale	20.00	30,000	600,000	288,110	Jul 22 02:24 PM
Anderson Leigh	Chief Operating Officer	Jul 01 '24	Sale	18.63	20,000	372,600	163,928	Jul 02 03:12 PM
Klatsky David L	General Counsel	Jun 10 '24	Sale	18.55	13,339	247,438	92,001	Jun 11 02:32 PM
Brailo Andy	Chief Commercial Officer	May 28 '24	Sale	19.00	13,318	253,042	98,427	May 29 12:20 PM
Brailo Andy	Chief Commercial Officer	May 23 '24	Sale	19.33	7,458	144,163	111,745	May 24 10:58 AM
Anderson Leigh	Chief Operating Officer	May 21 '24	Sale	19.41	20,000	388,200	183,928	May 22 11:34 AM
Brailo Andy	Chief Commercial Officer	May 20 '24	Sale	19.64	8,331	163,621	119,203	May 21 02:48 PM
Boudreau Helen M	Director	May 15 '24	Sale	19.85	6,629	131,586	16,067	May 16 03:12 PM

Open in Screener

BANF

Bancfirst Corp.

Sep 06 • 04:00PM ET

101.21

Dollar change -1.20
Percentage change -1.17	%

Financial • Banks - Regional • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IJR VTI IWM VB VBR VXF IWN SPSM KRE IJT

Index	RUT	P/E	16.88	EPS (ttm)	5.99	Insider Own	38.21%	Shs Outstand	32.93M	Perf Week	-5.58%
Market Cap	3.34B	Forward P/E	16.96	EPS next Y	5.97	Insider Trans	-1.08%	Shs Float	20.41M	Perf Month	4.16%
Income	200.90M	PEG	2.41	EPS next Q	1.56	Inst Own	45.49%	Short Float	1.98%	Perf Quarter	19.00%
Sales	841.23M	P/S	3.97	EPS this Y	-3.68%	Inst Trans	-3.37%	Short Ratio	4.56	Perf Half Y	13.99%
Book/sh	45.80	P/B	2.21	EPS next Y	-2.29%	ROA	1.62%	Short Interest	0.40M	Perf Year	12.39%
Cash/sh	-	P/C	-	EPS next 5Y	7.00%	ROE	14.08%	52W Range	79.99 - 110.79	Perf YTD	3.99%
Dividend Est.	1.76 (1.74%)	P/FCF	16.65	EPS past 5Y	11.01%	ROI	12.57%	52W High	-8.65%	Beta	1.04
Dividend TTM	1.72 (1.70%)	Quick Ratio	-	Sales past 5Y	13.79%	Gross Margin	-	52W Low	26.53%	ATR (14)	2.99
Dividend Ex-Date	Sep 30, 2024	Current Ratio	0.67	EPS Y/Y TTM	-10.93%	Oper. Margin	30.31%	RSI (14)	46.47	Volatility	2.56% 2.71%
Employees	2109	Debt/Eq	0.06	Sales Y/Y TTM	16.04%	Profit Margin	23.88%	Recom	3.00	Target Price	103.33
Option/Short	Yes / Yes	LT Debt/Eq	0.06	EPS Q/Q	-8.10%	Payout	26.17%	Rel Volume	0.96	Prev Close	102.41
Sales Surprise	2.48%	EPS Surprise	6.71%	Sales Q/Q	12.79%	Earnings	Jul 18 AMC	Avg Volume	88.43K	Price	101.21
SMA20	-1.62%	SMA50	1.99%	SMA200	10.76%	Trades		Volume	84,662	Change	-1.17%

Date	Action	Analyst	Rating Change	Price Target Change
May-06-22	Downgrade	Piper Sandler	Neutral → Underweight	$87 → $79
Aug-14-19	Initiated	Sandler O'Neill	Hold
Jan-21-10	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$32 → $38
Jan-05-09	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$45 → $39
Jan-26-07	Downgrade	FTN Midwest	Buy → Neutral
Jan-25-07	Downgrade	Keefe Bruyette	Mkt Perform → Underperform

Sep-04-24 01:16AM	Insider Selling at BancFirst Corp (BANF): Director and 10% Owner Leslie Rainbolt Sells 1,414 Shares (GuruFocus.com)
Aug-31-24 01:27AM	Insider Sale: Director and 10% Owner Leslie Rainbolt Sells 18,377 Shares of BancFirst Corp (BANF) (GuruFocus.com)
Aug-19-24 01:00PM	Insider Sale: Director Dave Lopez Sells 1,000 Shares of BancFirst Corp (BANF) (GuruFocus.com)
Jul-25-24 09:55AM	Should You Buy BancFirst (BANF) After Golden Cross? (Zacks)
Jul-19-24 07:00PM	Insider Sale: Executive Vice President Dennis Hannah Sells Shares of BancFirst Corp (BANF) (GuruFocus.com) +5.02%
10:52PM	Loading…
Jul-18-24 10:52PM	BANF Stock Earnings: BancFirst Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
06:30PM	Compared to Estimates, BancFirst (BANF) Q2 Earnings: A Look at Key Metrics (Zacks)
05:25PM	BancFirst (BANF) Beats Q2 Earnings and Revenue Estimates (Zacks)
04:25PM	BancFirst: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	BANCFIRST CORPORATION REPORTS SECOND QUARTER EARNINGS (PR Newswire)
May-07-24 10:09AM	Bancfirst Insider Sold Shares Worth $506,902, According to a Recent SEC Filing (MT Newswires)
Apr-25-24 12:22PM	Bancfirst Insider Sold Shares Worth $900,028, According to a Recent SEC Filing (MT Newswires)
Apr-23-24 12:20PM	Can BancFirst (BANF) Run Higher on Rising Earnings Estimates? (Zacks)
Apr-22-24 01:17PM	Bancfirst Insider Sold Shares Worth $900,723, According to a Recent SEC Filing (MT Newswires)
Apr-18-24 09:52PM	BANF Stock Earnings: BancFirst Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace) +8.86%
07:00PM	Loading…
07:00PM	BancFirst (BANF) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
06:40PM	BancFirst (BANF) Q1 Earnings and Revenues Beat Estimates (Zacks)
05:37PM	BancFirst: Q1 Earnings Snapshot (Associated Press Finance)
05:30PM	BANCFIRST CORPORATION REPORTS FIRST QUARTER EARNINGS (PR Newswire)
Mar-04-24 11:26PM	Director Dave Lopez Sells 3,000 Shares of BancFirst Corp (BANF) (GuruFocus.com)
Jan-25-24 01:03PM	Hedge Fund and Insider Trading News: David Einhorn, Alden Global Capital, Ridge Capital, Aspect Capital, BancFirst Corp (BANF), Zoom Video Communications Inc (ZM), and More (Insider Monkey)
Jan-18-24 06:30PM	BancFirst (BANF) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:25PM	BancFirst (BANF) Q4 Earnings and Revenues Top Estimates (Zacks)
04:27PM	BancFirst: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	BANCFIRST CORPORATION REPORTS FOURTH QUARTER EARNINGS (PR Newswire)
Jan-11-24 10:00AM	Earnings Preview: BancFirst (BANF) Q4 Earnings Expected to Decline (Zacks)
Oct-19-23 07:00PM	BancFirst (BANF) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
06:13PM	BancFirst Corp (BANF) Reports Q3 2023 Earnings: Net Income Drops, Loan Growth Drives Net ... (GuruFocus.com)
05:40PM	BancFirst (BANF) Q3 Earnings and Revenues Beat Estimates (Zacks)
04:32PM	BancFirst: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Loading…
04:15PM	BANCFIRST CORPORATION REPORTS THIRD QUARTER EARNINGS (PR Newswire)
Oct-12-23 10:00AM	Analysts Estimate BancFirst (BANF) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-03-23 08:00AM	The Art of Valuation: Discovering BancFirst Corp's Intrinsic Value (GuruFocus.com)
Aug-04-23 09:00AM	Investing in BancFirst (NASDAQ:BANF) three years ago would have delivered you a 148% gain (Simply Wall St.)
Jul-25-23 01:01AM	Executive Vice President Darryl Schmidt Buys 113 Shares of BancFirst Corp (GuruFocus.com)
Jul-20-23 07:00PM	BancFirst (BANF) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
05:25PM	BancFirst (BANF) Q2 Earnings Surpass Estimates (Zacks)
04:17PM	BancFirst: Q2 Earnings Snapshot (AP Finance)
04:10PM	BANCFIRST CORPORATION REPORTS SECOND QUARTER EARNINGS (PR Newswire)
Jul-18-23 10:01AM	Banc of California (BANC) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Jul-13-23 10:00AM	BancFirst (BANF) to Report Q2 Results: Wall Street Expects Earnings Growth (Zacks)
Jun-21-23 08:00PM	BANF: Lowering target price to $97.00 (Argus Research)
Jun-14-23 08:46AM	Top 20 Most Profitable Banks in the World (Insider Monkey)
May-30-23 06:04AM	BancFirst (NASDAQ:BANF) Has Announced That It Will Be Increasing Its Dividend To $0.40 (Simply Wall St.)
May-05-23 01:00PM	Here's Why BancFirst (NASDAQ:BANF) Has Caught The Eye Of Investors (Simply Wall St.) +5.15%
Apr-27-23 07:02AM	Daily Vickers Top Buyers & Sellers for 04/27/2023 (Argus Research) +6.49%
Apr-26-23 08:00PM	BANF: Lowering target price to $79.00 (Argus Research)
Apr-25-23 06:15PM	BancFirst (BANF) Q1 Earnings and Revenues Beat Estimates (Zacks) -5.21%
05:06PM	BancFirst: Q1 Earnings Snapshot (AP Finance)
04:30PM	BANCFIRST CORPORATION REPORTS FIRST QUARTER EARNINGS (PR Newswire)
Apr-19-23 03:56PM	BANCFIRST CORPORATION ANNOUNCES BRANCH PURCHASE IN STROUD, OK (PR Newswire)
Apr-13-23 10:00AM	BancFirst (BANF) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-05-23 06:52AM	5 Bank Stocks That Can Navigate the Challenging Deposit Environment Right Now (Motley Fool)
Mar-25-23 09:49AM	Here's What We Like About BancFirst's (NASDAQ:BANF) Upcoming Dividend (Simply Wall St.)
Mar-17-23 08:07PM	The News on Banks Has Been Bad. Some Investors See Opportunity. (Barrons.com)
Mar-13-23 09:25AM	Bank stocks fall on Silicon Valley Bank contagion fears (Yahoo Finance Video) -6.15%
Feb-03-23 06:21AM	Investing in BancFirst (NASDAQ:BANF) five years ago would have delivered you a 76% gain (Simply Wall St.)
Jan-25-23 06:39AM	Daily Vickers Top Buyers & Sellers for 01/25/2023 (Argus Research)
Jan-24-23 06:48AM	Daily Vickers Top Buyers & Sellers for 01/24/2023 (Argus Research)
Jan-19-23 05:45PM	BancFirst (BANF) Q4 Earnings Miss Estimates (Zacks)
04:30PM	BANCFIRST CORPORATION REPORTS FOURTH QUARTER EARNINGS (PR Newswire)
Dec-24-22 08:35AM	Here's What We Like About BancFirst's (NASDAQ:BANF) Upcoming Dividend (Simply Wall St.)
Dec-14-22 09:40AM	Is BancFirst (BANF) Outperforming Other Finance Stocks This Year? (Zacks)
Nov-28-22 09:40AM	Are Finance Stocks Lagging BancFirst (BANF) This Year? (Zacks)
Nov-11-22 09:40AM	Is BancFirst (BANF) Stock Outpacing Its Finance Peers This Year? (Zacks)
Nov-09-22 07:14AM	BancFirst Third Quarter 2022 Earnings: Beats Expectations (Simply Wall St.)
Nov-04-22 11:42AM	Here's Why We Think BancFirst (NASDAQ:BANF) Is Well Worth Watching (Simply Wall St.)
Nov-02-22 06:32AM	Zacks.com featured highlights include CONSOL Energy, BancFirst and Frontline (Zacks)
Oct-26-22 09:40AM	Are Finance Stocks Lagging BancFirst (BANF) This Year? (Zacks)
Oct-20-22 05:45PM	BancFirst (BANF) Q3 Earnings and Revenues Beat Estimates (Zacks) +10.40%
04:15PM	BANCFIRST CORPORATION REPORTS THIRD QUARTER EARNINGS (PR Newswire)
Oct-18-22 10:01AM	Analysts Estimate First Foundation (FFWM) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-13-22 10:00AM	BancFirst (BANF) to Report Q3 Results: Wall Street Expects Earnings Growth (Zacks)
Oct-10-22 09:40AM	Is Banner (BANR) Stock Outpacing Its Finance Peers This Year? (Zacks)
Sep-24-22 09:02AM	Here's What We Like About BancFirst's (NASDAQ:BANF) Upcoming Dividend (Simply Wall St.)
Sep-23-22 09:40AM	Is BancFirst (BANF) Outperforming Other Finance Stocks This Year? (Zacks)
Sep-09-22 06:46AM	Zacks.com featured highlights include Target Hospitality, BancFirst and Avis Budget Group. (Zacks)
Sep-08-22 09:35AM	Here's Why BancFirst (BANF) is Poised for a Turnaround After Losing 11.8% in 4 Weeks (Zacks)
Sep-07-22 09:40AM	Has The Geo Group (GEO) Outpaced Other Finance Stocks This Year? (Zacks)
Aug-22-22 09:40AM	Are Finance Stocks Lagging BancFirst (BANF) This Year? (Zacks)
Aug-09-22 08:32AM	BancFirst (NASDAQ:BANF) shareholders have earned a 19% CAGR over the last five years (Simply Wall St.)
Aug-05-22 09:40AM	Has Apollo Investment (AINV) Outpaced Other Finance Stocks This Year? (Zacks)
Jul-27-22 12:20PM	Will BancFirst (BANF) Gain on Rising Earnings Estimates? (Zacks)
Jul-21-22 05:55PM	BancFirst (BANF) Q2 Earnings and Revenues Surpass Estimates (Zacks) +10.01%
04:15PM	BANCFIRST CORPORATION REPORTS SECOND QUARTER EARNINGS (PR Newswire)
Jul-20-22 09:40AM	Is BancFirst (BANF) Stock Outpacing Its Finance Peers This Year? (Zacks)
Jul-04-22 09:40AM	Is BancFirst (BANF) Outperforming Other Finance Stocks This Year? (Zacks)
Jun-25-22 09:32AM	BancFirst Corporation (NASDAQ:BANF) Passed Our Checks, And It's About To Pay A US$0.36 Dividend (Simply Wall St.)
Jun-20-22 05:18AM	Red River Bancshares (RRBI) Stock Jumps 7.6%: Will It Continue to Soar? (Zacks)
Jun-08-22 03:50PM	This Financial Stock Is Hitting All-Time Highs (Zacks)
May-23-22 09:40AM	Has Amalgamated Financial (AMAL) Outpaced Other Finance Stocks This Year? (Zacks)
May-16-22 01:31PM	Here's Why We Think BancFirst (NASDAQ:BANF) Is Well Worth Watching (Simply Wall St.)
May-06-22 09:40AM	Has BancFirst (BANF) Outpaced Other Finance Stocks This Year? (Zacks)
Apr-25-22 12:00PM	BancFirst (BANF) Upgraded to Strong Buy: Here's Why (Zacks)
Apr-21-22 05:45PM	BancFirst (BANF) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
04:15PM	BANCFIRST CORPORATION REPORTS FIRST QUARTER EARNINGS (PR Newswire)
Apr-19-22 11:09AM	Is a Surprise Coming for BancFirst (BANF) This Earnings Season? (Zacks)
Apr-14-22 03:00PM	BancFirst (BANF) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Feb-23-22 07:56AM	Those who invested in BancFirst (NASDAQ:BANF) five years ago are up 81% (Simply Wall St.)
Feb-02-22 12:00PM	What Makes BancFirst (BANF) a Strong Momentum Stock: Buy Now? (Zacks)

BancFirst Corp. is a bank holding company, which provides retail and commercial banking services. Its services include commercial, real estate, agricultural and consumer lending, depository and funds transfer services, collections, safe deposit boxes, cash management services, retail brokerage services, and other services tailored for both individual and corporate customers. The firm operates through the following business segments: Metropolitan Banks, Community Banks, Pegasus, Worthington, and Other Financial Services, and Executive Operations and Support. The Metropolitan Banks segment consists of banking locations in the metropolitan Oklahoma City and Tulsa areas. The Community Banks segment consists of banking locations in communities throughout Oklahoma. The Pegasus Bank segment consists of banking locations in the Dallas metropolitan area. The Other Financial Services segment refers to specialty product business units, including guaranteed small business lending, residential mortgage lending, trust services, securities brokerage, electronic banking, and insurance. The Executive Operations and Support segment represents executive management, operational support, and corporate functions that are not allocated to the other business units. BancFirst was founded in July 1984 and is headquartered in Oklahoma City, OK.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
RAINBOLT DAVID E	Executive & Director	Sep 03 '24	Sale	105.58	1,414	149,297	223,402	Sep 03 05:43 PM
Rainbolt Leslie Jeannine	Director	Sep 03 '24	Sale	105.58	1,414	149,297	4,980,210	Sep 03 05:34 PM
Main Street Banking Partners L	10% Owner	Sep 03 '24	Sale	105.58	1,414	149,297	4,980,210	Sep 03 05:29 PM
RAINBOLT DAVID E	Executive & Director	Aug 30 '24	Sale	106.22	18,376	1,952,007	223,874	Aug 30 05:13 PM
Rainbolt Leslie Jeannine	Director	Aug 30 '24	Sale	106.22	18,376	1,952,007	4,981,624	Aug 30 05:04 PM
Main Street Banking Partners L	10% Owner	Aug 30 '24	Sale	106.22	18,376	1,952,007	4,981,624	Aug 30 05:01 PM
FORAKER RANDY	Executive Vice President	Aug 29 '24	Option Exercise	20.83	130	2,708	130	Aug 29 05:36 PM
FORAKER RANDY	Executive Vice President	Aug 29 '24	Sale	107.01	130	13,912	0	Aug 29 05:36 PM
FORAKER RANDY	Executive Vice President	Aug 28 '24	Option Exercise	20.83	2,870	59,782	2,870	Aug 28 06:12 PM
FORAKER RANDY	Executive Vice President	Aug 28 '24	Sale	107.10	2,870	307,384	0	Aug 28 06:12 PM
Main Street Banking Partners L	10% Owner	Aug 28 '24	Proposed Sale	107.55	90,000	9,679,500		Aug 28 03:16 PM
Rainbolt Leslie Jeannine	Director	Aug 28 '24	Proposed Sale	107.55	90,000	9,679,500		Aug 28 12:06 PM
RAINBOLT DAVID E	Officer	Aug 28 '24	Proposed Sale	107.55	90,000	9,679,500		Aug 28 11:45 AM
FORAKER RANDY	Officer	Aug 28 '24	Proposed Sale	108.00	3,000	324,000		Aug 28 10:27 AM
Lopez Dave R	Director	Aug 16 '24	Option Exercise	21.49	1,000	21,490	1,000	Aug 19 09:53 AM
Lopez Dave R	Director	Aug 16 '24	Sale	102.13	1,000	102,128	0	Aug 19 09:53 AM
Lopez Dave R	Officer	Aug 16 '24	Proposed Sale	102.09	1,000	102,090		Aug 16 01:24 PM
FORAKER RANDY	Officer	Jul 31 '24	Proposed Sale	109.50	3,000	328,500		Jul 31 02:57 PM
Hannah Dennis Jay	Executive Vice President	Jul 25 '24	Sale	110.00	500	55,000	714	Jul 25 05:04 PM
Martin William Scott	Director	Jul 25 '24	Sale	107.50	15,000	1,612,500	311,904	Jul 25 11:29 AM
Martin William Scott	Director	Jul 24 '24	Sale	107.50	5,000	537,500	326,904	Jul 24 05:23 PM
Hannah Dennis Jay	Executive Vice President	Jul 24 '24	Sale	107.50	1,000	107,500	1,214	Jul 24 05:18 PM
Hannah Dennis Jay	Executive Vice President	Jul 23 '24	Sale	105.33	2,500	263,330	2,214	Jul 23 02:42 PM
SCHMIDT DARRYL	Executive Vice President	Jul 23 '24	Buy	105.82	199	21,059	49,138	Jul 23 12:45 PM
SCHMIDT DARRYL	Executive Vice President	Jul 23 '24	Buy	105.82	21	2,222	5,143	Jul 23 12:45 PM
Hannah Dennis Jay	Executive Vice President	Jul 22 '24	Sale	105.16	2,000	210,322	4,714	Jul 22 04:17 PM
Hannah Dennis Jay	Executive Vice President	Jul 22 '24	Sale	105.00	1,000	105,000	6,714	Jul 22 04:00 PM
Hannah Dennis Jay	Executive Vice President	Jul 19 '24	Sale	106.50	3,000	319,509	7,714	Jul 19 04:53 PM
Hannah Dennis Jay	Executive Vice President	May 06 '24	Sale	92.23	5,496	506,902	10,714	May 07 10:00 AM
Hannah Dennis Jay	Executive Vice President	May 03 '24	Sale	92.38	204	18,846	16,210	May 03 06:39 PM
Lawrence Kevin	Executive Vice President	May 02 '24	Option Exercise	32.30	2,709	87,501	12,709	May 02 12:37 PM
Lawrence Kevin	Executive Vice President	May 02 '24	Sale	91.16	2,709	246,966	10,000	May 02 12:37 PM
Hannah Dennis Jay	Executive Vice President	May 01 '24	Sale	92.03	2,000	184,057	16,414	May 01 04:39 PM
Lawrence Kevin	Executive Vice President	May 01 '24	Option Exercise	32.30	10,000	323,000	20,000	May 01 02:54 PM
Lawrence Kevin	Executive Vice President	May 01 '24	Sale	90.00	10,000	900,000	10,000	May 01 02:54 PM
Lawrence Kevin	Executive Vice President	Apr 25 '24	Option Exercise	32.30	10,000	323,000	20,000	Apr 25 12:15 PM
Lawrence Kevin	Executive Vice President	Apr 25 '24	Sale	90.00	10,000	900,028	10,000	Apr 25 12:15 PM
COPELAND SCOTT	Executive Vice President	Apr 24 '24	Sale	92.21	2,534	233,665	13,290	Apr 25 10:40 AM
Hannah Dennis Jay	Executive Vice President	Apr 24 '24	Sale	92.06	300	27,617	18,414	Apr 24 06:02 PM
Lawrence Kevin	Executive Vice President	Apr 22 '24	Option Exercise	32.30	10,000	323,000	20,000	Apr 22 01:11 PM
Lawrence Kevin	Executive Vice President	Apr 22 '24	Sale	90.07	10,000	900,723	10,000	Apr 22 01:11 PM
SCHMIDT DARRYL	Executive Vice President	Apr 22 '24	Buy	89.71	232	20,812	48,939	Apr 22 11:11 AM
SCHMIDT DARRYL	Executive Vice President	Apr 22 '24	Buy	89.71	24	2,153	5,122	Apr 22 11:11 AM
Hannah Dennis Jay	Executive Vice President	Mar 07 '24	Sale	90.03	1,000	90,034	18,714	Mar 07 04:38 PM
Lopez Dave R	Director	Mar 04 '24	Option Exercise	21.49	3,000	64,470	3,000	Mar 04 06:18 PM
Lopez Dave R	Director	Mar 04 '24	Sale	87.18	3,000	261,526	0	Mar 04 06:18 PM
Lawrence Kevin	Executive Vice President	Feb 29 '24	Option Exercise	32.30	1,159	37,436	11,159	Feb 29 12:47 PM
Lawrence Kevin	Executive Vice President	Feb 29 '24	Sale	88.00	1,159	101,992	10,000	Feb 29 12:47 PM
Lawrence Kevin	Executive Vice President	Feb 27 '24	Option Exercise	32.30	1,529	49,387	11,529	Feb 27 04:55 PM
Lawrence Kevin	Executive Vice President	Feb 27 '24	Sale	88.00	1,529	134,552	10,000	Feb 27 04:55 PM
Lawrence Kevin	Executive Vice President	Feb 23 '24	Option Exercise	32.30	7,312	236,178	17,312	Feb 23 04:32 PM
Lawrence Kevin	Executive Vice President	Feb 23 '24	Sale	88.00	7,312	643,461	10,000	Feb 23 04:32 PM
Hannah Dennis Jay	Executive Vice President	Feb 16 '24	Sale	90.00	4,000	360,003	19,714	Feb 20 06:00 AM
Hannah Dennis Jay	Executive Vice President	Feb 12 '24	Sale	88.66	4,000	354,632	24,714	Feb 20 06:00 AM
Hannah Dennis Jay	Executive Vice President	Feb 09 '24	Sale	88.45	4,000	353,812	28,714	Feb 20 06:00 AM
Hannah Dennis Jay	Executive Vice President	Feb 15 '24	Sale	90.07	1,000	90,071	23,714	Feb 20 06:00 AM
SCHMIDT DARRYL	Executive Vice President	Jan 22 '24	Buy	92.60	225	20,835	48,707	Jan 22 12:05 PM
SCHMIDT DARRYL	Executive Vice President	Jan 22 '24	Buy	92.60	24	2,222	5,098	Jan 22 12:05 PM
Lawrence Kevin	Executive Vice President	Dec 06 '23	Option Exercise	32.30	5,000	161,500	15,000	Dec 06 11:15 AM
Lawrence Kevin	Executive Vice President	Dec 06 '23	Sale	92.00	5,000	460,000	10,000	Dec 06 11:15 AM
Jones Mautra Staley	Director	Nov 22 '23	Buy	86.80	285	24,738	285	Nov 22 01:07 PM
SCHMIDT DARRYL	Executive Vice President	Oct 23 '23	Buy	83.04	251	20,843	48,732	Oct 23 11:28 AM
SCHMIDT DARRYL	Executive Vice President	Oct 23 '23	Buy	83.04	27	2,242	5,074	Oct 23 11:28 AM

Open in Screener

WGO

Winnebago Industries, Inc.

Sep 06 • 04:00PM ET

56.19

Dollar change -1.74
Percentage change -3.00	%

Consumer Cyclical • Recreational Vehicles • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

WGO Winnebago Industries, Inc. daily Stock Chart

Held by: IJR CALF VTI SDVY IWM VXF AVUV IWN SPSM DFAT

Index	RUT	P/E	22.32	EPS (ttm)	2.52	Insider Own	3.38%	Shs Outstand	29.80M	Perf Week	-5.67%
Market Cap	1.63B	Forward P/E	9.98	EPS next Y	5.63	Insider Trans	-0.34%	Shs Float	27.98M	Perf Month	-0.79%
Income	85.90M	PEG	1.49	EPS next Q	0.98	Inst Own	109.82%	Short Float	16.86%	Perf Quarter	-6.13%
Sales	3.02B	P/S	0.54	EPS this Y	-46.03%	Inst Trans	-3.87%	Short Ratio	8.06	Perf Half Y	-12.09%
Book/sh	45.46	P/B	1.24	EPS next Y	36.08%	ROA	3.55%	Short Interest	4.72M	Perf Year	-10.27%
Cash/sh	10.99	P/C	5.11	EPS next 5Y	15.00%	ROE	6.41%	52W Range	49.68 - 75.42	Perf YTD	-22.90%
Dividend Est.	1.24 (2.21%)	P/FCF	8.46	EPS past 5Y	13.64%	ROI	4.29%	52W High	-25.50%	Beta	1.62
Dividend TTM	1.24 (2.21%)	Quick Ratio	1.35	Sales past 5Y	19.93%	Gross Margin	14.69%	52W Low	13.10%	ATR (14)	1.77
Dividend Ex-Date	Sep 11, 2024	Current Ratio	2.45	EPS Y/Y TTM	-65.24%	Oper. Margin	5.92%	RSI (14)	42.46	Volatility	2.53% 2.59%
Employees	6250	Debt/Eq	0.56	Sales Y/Y TTM	-22.45%	Profit Margin	2.84%	Recom	2.20	Target Price	66.22
Option/Short	Yes / Yes	LT Debt/Eq	0.52	EPS Q/Q	-42.47%	Payout	17.71%	Rel Volume	0.76	Prev Close	57.93
Sales Surprise	-1.54%	EPS Surprise	-13.98%	Sales Q/Q	-12.74%	Earnings	Jun 20 BMO	Avg Volume	584.96K	Price	56.19
SMA20	-3.29%	SMA50	-1.51%	SMA200	-11.80%	Trades		Volume	446,238	Change	-3.00%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-18-24	Initiated	The Benchmark Company	Buy	$75
Dec-26-23	Reiterated	DA Davidson	Neutral	$60 → $64
Dec-18-23	Reiterated	ROTH MKM	Neutral	$58 → $70
Apr-19-23	Initiated	KeyBanc Capital Markets	Sector Weight
Feb-06-23	Downgrade	Northcoast	Buy → Neutral
Jan-27-23	Reiterated	MKM Partners	Neutral	$53 → $61
Aug-09-22	Downgrade	MKM Partners	Buy → Neutral	$67
May-19-22	Downgrade	DA Davidson	Buy → Neutral	$52
May-05-22	Initiated	MKM Partners	Buy	$79
Apr-13-22	Initiated	DA Davidson	Buy	$70
Feb-10-22	Initiated	Citigroup	Buy	$83
Jan-07-22	Upgrade	CL King	Neutral → Strong Buy
Oct-25-21	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Sep-17-21	Reiterated	Truist	Buy	$90 → $85
Jul-02-21	Initiated	Raymond James	Mkt Perform
Jun-17-21	Downgrade	Northcoast	Buy → Neutral
Dec-02-20	Initiated	Wedbush	Outperform	$67
Oct-26-20	Upgrade	Citigroup	Neutral → Buy	$61 → $63
Sep-25-20	Upgrade	Sidoti	Neutral → Buy	$63
Sep-23-20	Upgrade	Wolfe Research	Peer Perform → Outperform	$59

Show Previous Ratings

Aug-30-24 03:18AM	Reflecting On Automobile Manufacturers Stocks Q2 Earnings: Rivian (NASDAQ:RIVN) (StockStory)
Aug-20-24 03:42AM	Q2 Rundown: Nikola (NASDAQ:NKLA) Vs Other Automobile Manufacturers Stocks (StockStory)
Aug-15-24 05:30PM	Winnebago Industries Board of Directors Approves 10% Increase to Quarterly Cash Dividend (GlobeNewswire)
Aug-13-24 09:15AM	Winnebago Industries Announces Appointment of Chris West as President of the Winnebago Brand (GlobeNewswire)
Aug-05-24 09:30AM	Winnebago's Industry-First Technology Helps Owners Better Manage RV Systems for Easier, More Convenient Travel (GlobeNewswire)
02:06PM	Loading…
Jul-22-24 02:06PM	USA TODAY Recognizes Winnebago Industries For Environmental Leadership (GlobeNewswire)
Jul-11-24 11:22AM	Customers can buy with confidence with Grand Design RV's Industry First 1-3-5 Year Transferable Warranty Program (GlobeNewswire) +6.67%
Jul-02-24 07:00AM	Chris-Craft Introduces New Sportster 25 (GlobeNewswire)
Jun-26-24 03:00PM	Winnebago (WGO) Hits 52-Week Low: Thinking of Buying the Dip? (Zacks)
06:30AM	Bear of the Day: Winnebago Industries (WGO) (Zacks)
Jun-24-24 08:02AM	Winnebago Industries, Inc. (NYSE:WGO) Q3 2024 Earnings Call Transcript (Insider Monkey)
Jun-21-24 08:42AM	Winnebago (WGO) Q3 Earnings Miss Expectations, Decline Y/Y (Zacks)
04:03AM	Q3 2024 Winnebago Industries Inc Earnings Call (Thomson Reuters StreetEvents)
Jun-20-24 06:00PM	Here's What Key Metrics Tell Us About Winnebago (WGO) Q3 Earnings (Zacks)
03:44PM	Analyst Report: Winnebago Industries, Inc. (Morningstar Research)
03:00PM	Loading…
03:00PM	Winnebago Industries (WGO) Q3 2024 Earnings Call Transcript (Motley Fool)
11:52AM	WGO Stock Earnings: Winnebago Industries Misses EPS, Misses Revenue for Q3 2024 (InvestorPlace)
08:10AM	Winnebago Industries (WGO) Q3 Earnings and Revenues Miss Estimates (Zacks)
07:58AM	Winnebago Industries Q3 Net Profit Halves, Results Misses Estimates (RTT News)
07:10AM	Winnebago (NYSE:WGO) Misses Q2 Sales Targets (StockStory)
07:08AM	Winnebago: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	Winnebago Industries Reports Third Quarter Fiscal 2024 Results (GlobeNewswire)
03:52AM	Nvidia, Accenture and KB Home rise premarket; Trump Media, Winnebago fall (Investing.com)
Jun-19-24 03:00AM	Winnebago (WGO) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Jun-18-24 05:27PM	Housing starts data, Kroger earnings: What to Watch (Yahoo Finance Video)
Jun-14-24 09:15AM	Winnebago (WGO) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Jun-13-24 10:00AM	Earnings Preview: Winnebago Industries (WGO) Q3 Earnings Expected to Decline (Zacks)
Jun-12-24 07:04AM	Winnebago Industries Inc's Dividend Analysis (GuruFocus.com)
Jun-04-24 04:30PM	Winnebago Industries' Third Quarter Fiscal 2024 Financial Results Announcement to be made on June 20, 2024 (GlobeNewswire)
May-29-24 08:30AM	Winnebago Industries to Participate in Fireside Chat at Baird's 2024 Global Consumer, Technology and Services Conference (GlobeNewswire)
04:02PM	Loading…
May-23-24 04:02PM	As outdoor participation increases, more people seek health benefits of outdoor activity, according to Winnebago Industries insights survey (GlobeNewswire)
May-16-24 10:14AM	Do Options Traders Know Something About Winnebago (WGO) Stock We Don't? (Zacks)
May-15-24 06:20PM	Winnebago Industries Board of Directors Approves Quarterly Cash Dividend (GlobeNewswire)
04:31PM	Grand Design RV is Giving Away a Summer of Free Camping (GlobeNewswire)
Apr-10-24 10:00AM	Grand Design RV Announces First Motorized RV, 'Lineage' Class C (GlobeNewswire)
Apr-08-24 06:30AM	Bear of the Day: Winnebago Industries (WGO) (Zacks)
Apr-03-24 09:00AM	Newsweek Magazine Names Winnebago Industries as One of the Most Trustworthy Companies in America 2024 (GlobeNewswire)
Mar-29-24 06:00AM	Winnebago Faces Forecasting Challenge as RV Sales Drop From Pandemic Highs (The Wall Street Journal)
Mar-25-24 09:20AM	Winnebago (WGO) Q2 Earnings & Sales Top Estimates, Decline Y/Y (Zacks)
Mar-22-24 03:32PM	Winnebago Industries, Inc. (NYSE:WGO) Q2 2024 Earnings Call Transcript (Insider Monkey)
02:29AM	Q2 2024 Winnebago Industries Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-21-24 01:45PM	Winnebago Industries (WGO) Q2 2024 Earnings Call Transcript (Motley Fool) +6.19%
11:53AM	WGO Stock Earnings: Winnebago Industries Beats EPS, Misses Revenue for Q2 2024 (InvestorPlace)
10:55AM	Academy Sports, Chewy, Winnebago: Morning Movers (Yahoo Finance Video)
09:30AM	Winnebago (WGO) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
09:11AM	Winnebago Industries Inc Reports Q2 Fiscal 2024 Results Amid Market Softness (GuruFocus.com)
08:10AM	Winnebago Industries (WGO) Q2 Earnings and Revenues Surpass Estimates (Zacks)
07:16AM	Winnebago Industries Q2 Profit Tops Estimates (RTT News)
07:07AM	Winnebago: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	Winnebago Industries Reports Second Quarter Fiscal 2024 Results (GlobeNewswire)
Mar-20-24 05:05PM	Fedspeak, Nike earnings, existing home sales: What to Watch (Yahoo Finance Video)
Mar-19-24 11:20AM	Winnebago (WGO) to Report Q2 Earnings: Here's What to Expect (Zacks)
Mar-18-24 09:15AM	Unlocking Q2 Potential of Winnebago (WGO): Exploring Wall Street Estimates for Key Metrics (Zacks)
Mar-14-24 10:00AM	Analysts Estimate Winnebago Industries (WGO) to Report a Decline in Earnings: What to Look Out for (Zacks)
Mar-13-24 04:30PM	Winnebago Industries Board of Directors Approves Quarterly Cash Dividend (GlobeNewswire)
Mar-12-24 08:20AM	Minnesota Twins Name Winnebago Industries as Club's 'Official Outdoor Adventure Partner' (GlobeNewswire)
Mar-06-24 11:03AM	RV Stocks Drop After Airstream Parent Flashes Demand Warning (The Wall Street Journal) -6.01%
Mar-04-24 07:57AM	Winnebago Industries' Second Quarter Fiscal 2024 Financial Results Announcement to be made on March 21, 2024 (GlobeNewswire)
Feb-27-24 08:30AM	Winnebago Industries to Present at the 45th Annual Raymond James Institutional Investors Conference (GlobeNewswire)
Feb-23-24 09:59AM	11 Best RV and Camping Stocks To Invest In (Insider Monkey)
Feb-22-24 09:00AM	Xos, Inc., Winnebago Announce Partnership and Development of Fully Electric Specialty Vehicle Chassis (GlobeNewswire)
Feb-19-24 08:30AM	Grand Design RV Again Recognized as Best Employer in Multiple Categories in Goshen News Annual Contest (GlobeNewswire)
Feb-14-24 03:00PM	Chris-Craft Celebrates 150 Years of Boating Excellence with Release of Special Anniversary Edition Launch 27 (GlobeNewswire)
08:30AM	The Electrifying Rise of Electric Boats (PR Newswire)
Jan-24-24 09:30AM	Newsweek Magazine Names Winnebago Industries as One of America's Most Responsible Companies for Second Consecutive Year (GlobeNewswire)
Jan-19-24 11:30AM	Why Is Winnebago (WGO) Down 6.4% Since Last Earnings Report? (Zacks)
Jan-18-24 08:52PM	Winnebago Industries Announces Pricing of $300 Million Offering of Convertible Senior Notes for Refinancing 2025 Maturities (GlobeNewswire)
10:31AM	Industry-First Center-Mounted Twin-Engine Barletta Pontoon Boat Honored with Innovation Award at Minneapolis Boat Show (GlobeNewswire)
Jan-17-24 04:01PM	Winnebago Industries Announces Proposed Private Offering of $300 Million of Convertible Senior Notes (GlobeNewswire)
Jan-16-24 04:50PM	Winnebago Industries' Premium RV Brands Offer Consumers Full Range of Motorized and Towable RV options at 2024 Florida RV SuperShow (GlobeNewswire)
Jan-03-24 09:00AM	Built for Life Without Limits Winnebago Kicks Off 2024 with Customer-driven RV Lineup (GlobeNewswire) -5.54%
Dec-24-23 07:01AM	Director Richard Moss Sells 3,000 Shares of Winnebago Industries Inc (GuruFocus.com)
Dec-23-23 10:55AM	Winnebago Industries, Inc. (NYSE:WGO) Q1 2024 Earnings Call Transcript (Insider Monkey)
Dec-21-23 10:06AM	Winnebago (WGO) Q1 Earnings Miss Estimates, Decline Y/Y (Zacks)
02:49AM	Q1 2024 Winnebago Industries Inc Earnings Call (Thomson Reuters StreetEvents)
Dec-20-23 06:11PM	Winnebago Earnings Slump on Falling Demand, Discounted Prices for Its RVs (Investopedia) -5.58%
04:44PM	Winnebago: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:33PM	Stock Market Does Sharp About-Face; Dow Breaks Win Streak (Investor's Business Daily)
03:19PM	Analyst Report: Winnebago Industries, Inc. (Morningstar Research)
01:09PM	Winnebago Sees Sales Falling Sequentially in 2Q Before Improving Later in Year (Barrons.com)
12:51PM	WGO Stock Earnings: Winnebago Industries Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
10:01AM	Winnebagos Sales and Earnings Fall. The RV Industry Has Yet to Recover. (Barrons.com)
09:30AM	Compared to Estimates, Winnebago (WGO) Q1 Earnings: A Look at Key Metrics (Zacks)
09:20AM	Winnebago Industries Inc Reports Decline in Q1 Fiscal 2024 Earnings Amid Market Challenges (GuruFocus.com)
07:30AM	Winnebago Industries Q1 Profit Misses Estimates; Revenues Down 19.9% (RTT News)
07:00AM	Winnebago Industries Reports First Quarter Fiscal 2024 Results (GlobeNewswire)
06:03AM	Winnebago shares drop after RV maker posts first-quarter earnings miss (Investing.com)
Dec-19-23 07:50AM	Will Winnebago (WGO) Upset Investors This Earnings Season? (Zacks)
Dec-15-23 04:15PM	Winnebago Industries Board of Directors Approves Quarterly Cash Dividend (GlobeNewswire)
11:10AM	Winnebago (WGO) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Dec-14-23 10:00AM	Winnebago Industries 2023 Corporate Responsibility Report Showcases the Company's Progress and Positive Impact on its Environmental, Social and Governance (ESG) Initiatives (GlobeNewswire) +5.33%
04:30AM	Bear of the Day: Winnebago Industries (WGO) (Zacks)
Dec-05-23 09:00AM	Winnebago Industries' First Quarter Fiscal 2024 Financial Results Announcement to be made on December 20, 2023 (GlobeNewswire)
Dec-04-23 07:33PM	Analyst Report: Winnebago Industries, Inc. (Morningstar Research)
Nov-17-23 11:30AM	Why Is Winnebago (WGO) Up 13.7% Since Last Earnings Report? (Zacks)
Nov-14-23 10:44AM	Winnebago Industries' Michael Happe Captures Top Honor as Entrepreneur Of The Year 2023 National Overall Award Recipient (GlobeNewswire) +5.09%
Nov-09-23 07:46AM	Top 11 Extreme Value Stocks To Buy (Insider Monkey)
Oct-30-23 01:10PM	Winnebago Industries Showcases Marine Innovation from Barletta, Chris-Craft at the Fort Lauderdale Boat Show (GlobeNewswire)
Oct-26-23 08:43AM	MillerKnoll and Winnebago have been highlighted as Zacks Bull and Bear of the Day (Zacks)
06:11AM	Bear of the Day: Winnebago (WGO) (Zacks)

Winnebago Industries, Inc. engages in the manufacture of recreational vehicles and marine products. It operates through the following business segments: Towable RV, Motorhome RV, and Marine. The Towable RV segment includes non-motorized vehicles that are designed to be towed by automobiles, pickup trucks, SUVs, and vans and are used as temporary living quarters for recreational travel. The Motorhome RV segment focuses on a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles. The Marine segment is involved in the manufacturing and selling of recreational boats under the Chris-Craft and Barletta. The company was founded on February 12, 1958 and is headquartered in Eden Prairie, MN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BOGART STACY L	SVP-GENERAL COUNSEL	Jul 25 '24	Sale	57.98	3,333	193,247	41,315	Jul 25 11:05 AM
West Christopher David	SVP-OPERATIONS	Jan 04 '24	Option Exercise	31.70	8,161	258,704	39,873	Jan 08 04:20 PM
West Christopher David	SVP-OPERATIONS	Jan 04 '24	Sale	69.08	13,564	937,001	26,309	Jan 08 04:20 PM
Fisher William C.	Director	Dec 22 '23	Sale	72.10	1,000	72,100	27,211	Dec 22 04:44 PM
MOSS RICHARD D	Director	Dec 22 '23	Sale	72.21	3,000	216,630	16,542	Dec 22 04:13 PM
Bhattacharya Ashis Nayan	SVP-BUSINESS DEVELOPMENT	Nov 08 '23	Sale	61.48	11,408	701,364	28,553	Nov 08 06:09 PM

Open in Screener

NIC

Nicolet Bankshares Inc.

Sep 06 • 04:00PM ET

94.05

Dollar change -1.98
Percentage change -2.06	%

Financial • Banks - Regional • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

NIC Nicolet Bankshares Inc. daily Stock Chart

Held by: VTI IWM VXF IWN DFAT SCHA VTWO KRE DFAC DFAS

Index	RUT	P/E	13.63	EPS (ttm)	6.90	Insider Own	11.60%	Shs Outstand	14.89M	Perf Week	-4.12%
Market Cap	1.42B	Forward P/E	12.42	EPS next Y	7.57	Insider Trans	-4.49%	Shs Float	13.31M	Perf Month	7.25%
Income	104.88M	PEG	1.95	EPS next Q	1.86	Inst Own	45.70%	Short Float	1.44%	Perf Quarter	18.59%
Sales	496.34M	P/S	2.85	EPS this Y	9.32%	Inst Trans	-2.02%	Short Ratio	3.65	Perf Half Y	14.42%
Book/sh	73.03	P/B	1.29	EPS next Y	3.08%	ROA	1.23%	Short Interest	0.19M	Perf Year	25.20%
Cash/sh	-	P/C	-	EPS next 5Y	7.00%	ROE	10.14%	52W Range	63.58 - 104.58	Perf YTD	16.86%
Dividend Est.	1.09 (1.16%)	P/FCF	12.87	EPS past 5Y	-0.19%	ROI	8.36%	52W High	-10.07%	Beta	0.76
Dividend TTM	1.06 (1.13%)	Quick Ratio	-	Sales past 5Y	20.97%	Gross Margin	-	52W Low	47.94%	ATR (14)	2.82
Dividend Ex-Date	Sep 03, 2024	Current Ratio	0.09	EPS Y/Y TTM	70.34%	Oper. Margin	28.27%	RSI (14)	49.35	Volatility	2.62% 2.66%
Employees	-	Debt/Eq	0.15	Sales Y/Y TTM	38.35%	Profit Margin	21.13%	Recom	2.20	Target Price	107.80
Option/Short	Yes / Yes	LT Debt/Eq	0.15	EPS Q/Q	26.87%	Payout	18.37%	Rel Volume	0.76	Prev Close	96.03
Sales Surprise	5.62%	EPS Surprise	13.12%	Sales Q/Q	17.99%	Earnings	Jul 16 AMC	Avg Volume	52.46K	Price	94.05
SMA20	0.77%	SMA50	2.20%	SMA200	13.70%	Trades		Volume	39,675	Change	-2.06%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-04-24	Upgrade	Hovde Group	Market Perform → Outperform
Jan-10-24	Resumed	Piper Sandler	Neutral	$84
Oct-25-23	Downgrade	Stephens	Overweight → Equal-Weight	$81
Aug-07-23	Downgrade	Stephens	Overweight → Equal-Weight	$84
Jul-20-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$74 → $81

Aug-22-24 12:00PM	What Makes Nicolet Bankshares (NIC) a New Strong Buy Stock (Zacks)
Aug-20-24 04:02PM	Nicolet Bankshares, Inc. Declares Cash Dividend to Shareholders (Business Wire)
Aug-16-24 09:00AM	Are Options Traders Betting on a Big Move in Nicolet Bankshares (NIC) Stock? (Zacks)
Jul-24-24 07:00PM	Director Susan Merkatoris Sells 5,000 Shares of Nicolet Bankshares Inc (NIC) (GuruFocus.com)
Jul-16-24 09:53PM	NIC Stock Earnings: Nicolet Bankshares Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace) +8.14%
05:15PM	Loading…
05:15PM	Nicolet Bankshares (NIC) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
04:13PM	Nicolet Bankshares: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Nicolet Bankshares, Inc. Announces Second Quarter 2024 Results (Business Wire)
Jun-07-24 03:00PM	Insider Sale: Director Susan Merkatoris Sells Shares of Nicolet Bankshares Inc (NIC) (GuruFocus.com)
May-21-24 11:47AM	Nicolet Bankshares (NIC) Hikes Quarterly Cash Dividend by 12% (Zacks)
May-20-24 07:05PM	Nicolet Bankshares, Inc. Declares Cash Dividend to Shareholders (Business Wire)
Apr-16-24 10:52PM	NIC Stock Earnings: Nicolet Bankshares Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
05:32PM	Nicolet Bankshares Inc (NIC) Q1 2024 Earnings: Surpasses Analyst Revenue Forecasts (GuruFocus.com)
05:20PM	Nicolet Bankshares (NIC) Q1 Earnings Miss Estimates (Zacks)
04:17PM	Nicolet Bankshares: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Loading…
04:05PM	Nicolet Bankshares, Inc. Announces First Quarter 2024 Results (Business Wire)
Mar-26-24 04:15PM	Nicolet National Bank Hires William Bohn to Lead Wealth Management and Private Client Services (Business Wire)
Feb-27-24 04:10PM	Nicolet Bankshares, Inc. Declares Cash Dividend to Shareholders (Business Wire)
Jan-16-24 04:45PM	Nicolet Bankshares Inc Reports Mixed Annual Results and Strong Q4 Growth (GuruFocus.com) +6.36%
04:12PM	Nicolet Bankshares: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Nicolet Bankshares, Inc. Announces 2023 Results (Business Wire)
Nov-21-23 04:16PM	Nicolet Bankshares, Inc. Declares Cash Dividend to Shareholders (Business Wire)
Nov-08-23 07:00AM	NICOLET BANKSHARES, INC. ANNOUNCES CHAIRMAN OF THE BOARD TRANSITION (PR Newswire)
Oct-24-23 04:43PM	Nicolet Bankshares: Q3 Earnings Snapshot (Associated Press Finance)
04:30PM	NICOLET BANKSHARES, INC. ANNOUNCES THIRD QUARTER 2023 RESULTS (PR Newswire)
Oct-17-23 10:00AM	Analysts Estimate Nicolet Bankshares (NIC) to Report a Decline in Earnings: What to Look Out for (Zacks)
Aug-15-23 04:05PM	NICOLET BANKSHARES, INC. DECLARES CASH DIVIDEND TO SHAREHOLDERS (PR Newswire)
Aug-02-23 12:36PM	Nicolet Bankshares (NYSE:NIC) jumps 6.4% this week, though earnings growth is still tracking behind five-year shareholder returns (Simply Wall St.)
Jul-18-23 05:25PM	Nicolet Bankshares (NIC) Tops Q2 Earnings and Revenue Estimates (Zacks) +5.33%
04:14PM	Nicolet Bankshares: Q2 Earnings Snapshot (AP Finance)
04:06PM	Loading…
04:06PM	NICOLET BANKSHARES, INC. ANNOUNCES SECOND QUARTER 2023 RESULTS (PR Newswire)
Jul-12-23 10:00AM	Earnings Preview: Capital Bancorp (CBNK) Q2 Earnings Expected to Decline (Zacks)
Jul-11-23 10:00AM	Earnings Preview: Nicolet Bankshares (NIC) Q2 Earnings Expected to Decline (Zacks)
Jul-06-23 12:01AM	Everyone Wants Interest on Their Deposits. Thats Bad for Main Street Banks. (The Wall Street Journal)
Jun-14-23 06:21AM	Nicolet Bankshares Insiders Placed Bullish Bets Worth US$934k \ (Simply Wall St.)
May-17-23 06:32AM	Nicolet Bankshares, Inc.'s (NYSE:NIC) top owners are individual investors with 47% stake, while 40% is held by institutions (Simply Wall St.) +6.67%
May-15-23 06:45PM	NICOLET BANKSHARES, INC. DECLARES FIRST CASH DIVIDEND TO SHAREHOLDERS (PR Newswire)
Apr-20-23 06:12AM	Nicolet Bankshares First Quarter 2023 Earnings: Misses Expectations (Simply Wall St.)
Apr-18-23 05:25PM	Nicolet Bankshares (NIC) Misses Q1 Earnings and Revenue Estimates (Zacks)
04:19PM	Nicolet Bankshares: Q1 Earnings Snapshot (AP Finance)
04:06PM	NICOLET BANKSHARES, INC. ANNOUNCES FIRST QUARTER 2023 RESULTS AND COMPLETES BALANCE SHEET REPOSITIONING FOR FUTURE GROWTH (PR Newswire)
Apr-12-23 10:00AM	Earnings Preview: Eagle Bancorp (EGBN) Q1 Earnings Expected to Decline (Zacks)
Apr-11-23 10:00AM	Nicolet Bankshares (NIC) Earnings Expected to Grow: What to Know Ahead of Q1 Release (Zacks)
Feb-23-23 11:33AM	Those who invested in Nicolet Bankshares (NYSE:NIC) five years ago are up 40% (Simply Wall St.)
Feb-03-23 05:20AM	Should You Be Adding Nicolet Bankshares (NYSE:NIC) To Your Watchlist Today? (Simply Wall St.)
Jan-20-23 01:35PM	Why Nicolet Bankshares Stock Dropped 11% This Week (Motley Fool)
Jan-17-23 05:25PM	Nicolet Bankshares (NIC) Misses Q4 Earnings and Revenue Estimates (Zacks) -9.73%
04:05PM	NICOLET BANKSHARES, INC. ANNOUNCES 2022 EARNINGS (PR Newswire)
Jan-03-23 05:47AM	Bullish insiders bet US$2.9m on Nicolet Bankshares, Inc. (NYSE:NIC) (Simply Wall St.)
Nov-28-22 10:34AM	Individual investors account for 48% of Nicolet Bankshares, Inc.'s (NYSE:NIC) ownership, while institutions account for 39% (Simply Wall St.)
Oct-25-22 06:15PM	Nicolet Bankshares (NIC) Misses Q3 Earnings and Revenue Estimates (Zacks)
04:06PM	NICOLET BANKSHARES, INC. ANNOUNCES THIRD QUARTER 2022 EARNINGS (PR Newswire)
Oct-24-22 10:00AM	Nicolet National Bank Adds Barry Martzahl To Wealth Management Team (PR Newswire)
Oct-21-22 09:55AM	Wall Street Analysts Think Nicolet Bankshares (NIC) Could Surge 34%: Read This Before Placing a Bet (Zacks)
Oct-13-22 10:00AM	Metropolitan Bank Holding Corp. (MCB) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Oct-11-22 10:00AM	Nicolet Bankshares (NIC) to Report Q3 Results: Wall Street Expects Earnings Growth (Zacks)
Aug-30-22 04:15PM	Nicolet Bankshares, Inc. Completes Merger with Charter Bankshares, Inc. (PR Newswire)
08:52AM	Nicolet Bankshares' (NYSE:NIC) five-year total shareholder returns outpace the underlying earnings growth (Simply Wall St.)
Aug-02-22 12:00PM	Nicolet Bankshares (NIC) Upgraded to Buy: Here's What You Should Know (Zacks)
09:55AM	How Much Upside is Left in Nicolet Bankshares (NIC)? Wall Street Analysts Think 27% (Zacks)
Jul-27-22 06:17AM	Independent Director John Dykema Just Bought 12% More Shares In Nicolet Bankshares, Inc. (NYSE:NIC) (Simply Wall St.)
Jul-19-22 04:06PM	NICOLET BANKSHARES, INC. ANNOUNCES SECOND QUARTER 2022 EARNINGS (PR Newswire)
Jun-21-22 09:59AM	Here's What Nicolet Bankshares, Inc.'s (NYSE:NIC) Shareholder Ownership Structure Looks Like (Simply Wall St.)
Mar-23-22 01:58AM	Nickel Mines Limited -- Moody's changes Nickel Mines Limited's outlook to negative; B1 ratings affirmed (Moody's)

Nicolet Bankshares, Inc. is a holding company, which engages in the provision of commercial and consumer banking services through its subsidiary. It offers lending and deposit gathering, ancillary banking-related, trust, brokerage, and other investment management products and services. The firm also delivers commercial-related and residential real estate loans. The company was founded by Robert Bruc Atwell and Michael Edward Daniels on April 5, 2000 and is headquartered in Green Bay, WI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DANIELS MICHAEL E	Chairman, President & CEO	Aug 30 '24	Option Exercise	48.85	10,316	503,937	82,718	Sep 03 01:28 PM
DANIELS MICHAEL E	Chairman, President & CEO	Aug 30 '24	Sale	98.98	10,316	1,021,044	72,402	Sep 03 01:28 PM
DANIELS MICHAEL E	Officer	Aug 30 '24	Proposed Sale	98.98	10,316	1,021,044		Aug 30 04:09 PM
DANIELS MICHAEL E	Chairman, President & CEO	Aug 29 '24	Option Exercise	48.85	8,003	390,947	80,405	Aug 29 05:30 PM
DANIELS MICHAEL E	Chairman, President & CEO	Aug 28 '24	Option Exercise	48.85	1,321	64,531	73,723	Aug 29 05:30 PM
DANIELS MICHAEL E	Chairman, President & CEO	Aug 29 '24	Sale	98.98	8,003	792,114	72,402	Aug 29 05:30 PM
DANIELS MICHAEL E	Chairman, President & CEO	Aug 28 '24	Sale	98.92	1,321	130,667	72,402	Aug 29 05:30 PM
DANIELS MICHAEL E	Officer	Aug 29 '24	Proposed Sale	98.98	8,003	792,114		Aug 29 04:19 PM
DANIELS MICHAEL E	Officer	Aug 28 '24	Proposed Sale	98.92	1,321	130,667		Aug 28 04:18 PM
DANIELS MICHAEL E	Chairman, President & CEO	Aug 26 '24	Option Exercise	48.85	1,289	62,968	73,691	Aug 28 03:57 PM
DANIELS MICHAEL E	Chairman, President & CEO	Aug 26 '24	Sale	98.94	1,289	127,534	72,402	Aug 28 03:57 PM
DANIELS MICHAEL E	Officer	Aug 26 '24	Proposed Sale	98.94	1,289	127,530		Aug 26 04:20 PM
ATWELL ROBERT BRUCE	Director	Jul 23 '24	Option Exercise	48.85	10,000	488,500	47,515	Jul 25 10:52 AM
ATWELL ROBERT BRUCE	Director	Jul 23 '24	Sale	101.58	10,000	1,015,755	37,515	Jul 25 10:52 AM
MERKATORIS SUSAN L	Director	Jul 22 '24	Sale	97.45	5,000	487,275	83,218	Jul 24 04:22 PM
Hutjens Brad Vincent	EVP - CCO - Nicolet Natl Bank	Jul 22 '24	Option Exercise	37.18	10,000	371,800	36,642	Jul 22 03:43 PM
Hutjens Brad Vincent	EVP - CCO - Nicolet Natl Bank	Jul 22 '24	Sale	99.00	10,000	990,019	26,642	Jul 22 03:43 PM
Witczak Eric James	EVP & Secretary	Jul 19 '24	Sale	97.18	15,000	1,457,639	26,498	Jul 22 03:15 PM
ATWELL ROBERT BRUCE	Director	Jul 19 '24	Option Exercise	48.85	10,000	488,500	53,515	Jul 22 02:11 PM
ATWELL ROBERT BRUCE	Director	Jul 19 '24	Sale	97.89	15,000	1,468,369	38,515	Jul 22 02:11 PM
MERKATORIS SUSAN L	Director	Jun 11 '24	Sale	76.70	1,000	76,700	88,218	Jun 12 11:33 AM
MERKATORIS SUSAN L	Director	Jun 07 '24	Sale	79.04	6	474	89,218	Jun 10 04:54 PM
MERKATORIS SUSAN L	Director	Jun 06 '24	Sale	79.03	2,478	195,836	89,224	Jun 07 11:39 AM
MERKATORIS SUSAN L	Director	Jun 05 '24	Sale	79.00	522	41,238	91,702	Jun 07 11:39 AM
DAVIS LYNN DALE	Director	Dec 15 '23	Buy	79.66	10	804	11,264	May 30 04:15 PM
DAVIS LYNN DALE	Director	Sep 15 '23	Buy	71.75	11	775	11,254	May 30 04:15 PM
ATWELL ROBERT BRUCE	Director	Mar 12 '24	Sale	81.93	2,000	163,860	42,889	Mar 14 03:49 PM
ATWELL ROBERT BRUCE	Director	Mar 12 '24	Sale	81.87	150	12,280	150	Mar 14 03:49 PM
Hutjens Brad Vincent	EVP - CCO - Nicolet Natl Bank	Mar 05 '24	Option Exercise	23.80	5,000	119,000	31,571	Mar 06 04:40 PM
Hutjens Brad Vincent	EVP - CCO - Nicolet Natl Bank	Mar 05 '24	Sale	80.80	5,000	404,020	26,571	Mar 06 04:40 PM
Witczak Eric James	EVP & Secretary	Jan 22 '24	Option Exercise	37.18	2,053	76,331	43,480	Jan 23 04:35 PM
Witczak Eric James	EVP & Secretary	Jan 22 '24	Sale	82.45	2,053	169,270	41,427	Jan 23 04:35 PM
Witczak Eric James	EVP & Secretary	Dec 15 '23	Option Exercise	37.18	9,387	349,009	50,780	Dec 18 06:08 PM
Witczak Eric James	EVP & Secretary	Dec 14 '23	Option Exercise	37.18	3,560	132,361	44,953	Dec 18 06:08 PM
Witczak Eric James	EVP & Secretary	Dec 15 '23	Sale	81.00	9,387	760,347	41,393	Dec 18 06:08 PM
Witczak Eric James	EVP & Secretary	Dec 14 '23	Sale	82.88	3,560	295,053	41,393	Dec 18 06:08 PM
Madson Patrick Joseph	SVP-Wealth Mgmt-NicoletNatBank	Dec 14 '23	Sale	81.25	942	76,537	5,032	Dec 18 06:05 PM
MERKATORIS SUSAN L	Director	Dec 14 '23	Sale	81.22	5,000	406,122	91,598	Dec 18 06:04 PM
ATWELL ROBERT BRUCE	Executive Chairman	Dec 14 '23	Sale	81.51	3,000	244,534	44,889	Dec 18 06:02 PM
ATWELL ROBERT BRUCE	Executive Chairman	Dec 11 '23	Sale	78.42	2,000	156,840	47,889	Dec 13 03:28 PM
DANIELS MICHAEL E	President & CEO	Dec 07 '23	Sale	77.17	4,331	334,204	78,797	Dec 11 05:14 PM
ATWELL ROBERT BRUCE	Executive Chairman	Dec 05 '23	Sale	76.74	1,000	76,740	50,889	Dec 07 04:09 PM
ATWELL ROBERT BRUCE	Executive Chairman	Dec 06 '23	Sale	76.62	1,000	76,620	49,889	Dec 07 04:09 PM
ATWELL ROBERT BRUCE	Executive Chairman	Nov 17 '23	Sale	77.82	3,000	233,460	51,447	Nov 21 02:34 PM
ATWELL ROBERT BRUCE	Executive Chairman	Nov 16 '23	Sale	75.64	3,113	235,467	54,447	Nov 16 05:04 PM
DANIELS MICHAEL E	President & CEO	Nov 14 '23	Option Exercise	48.85	77,205	3,771,464	159,595	Nov 16 04:26 PM
DANIELS MICHAEL E	President & CEO	Nov 14 '23	Sale	74.05	77,205	5,717,030	82,390	Nov 16 04:26 PM
MERKATORIS SUSAN L	Director	Nov 14 '23	Sale	76.77	3,000	230,310	96,598	Nov 16 03:22 PM
DANIELS MICHAEL E	President & CEO	Nov 06 '23	Option Exercise	48.85	21,064	1,028,976	103,877	Nov 08 07:51 PM
DANIELS MICHAEL E	President & CEO	Nov 07 '23	Option Exercise	48.85	1,731	84,559	84,544	Nov 08 07:51 PM
DANIELS MICHAEL E	President & CEO	Nov 06 '23	Sale	74.22	21,064	1,563,293	82,813	Nov 08 07:51 PM
DANIELS MICHAEL E	President & CEO	Nov 07 '23	Sale	74.05	1,731	128,185	82,813	Nov 08 07:51 PM
MERKATORIS SUSAN L	Director	Nov 02 '23	Sale	75.15	3,000	225,450	99,598	Nov 06 04:00 PM

Open in Screener

LWAY

Lifeway Foods, Inc.

Sep 06 • 04:00PM ET

20.54

Dollar change -0.37
Percentage change -1.77	%

Consumer Defensive • Packaged Foods • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

LWAY Lifeway Foods, Inc. daily Stock Chart

Held by: IWM VTI VXF IWO AVUV FDM DFAC VTWO IWC AVSC

Index	RUT	P/E	22.93	EPS (ttm)	0.90	Insider Own	68.82%	Shs Outstand	14.69M	Perf Week	9.31%
Market Cap	303.79M	Forward P/E	14.99	EPS next Y	1.37	Insider Trans	-2.66%	Shs Float	4.59M	Perf Month	82.25%
Income	13.59M	PEG	2.29	EPS next Q	0.27	Inst Own	19.39%	Short Float	8.66%	Perf Quarter	61.73%
Sales	176.78M	P/S	1.72	EPS this Y	30.67%	Inst Trans	-4.26%	Short Ratio	2.35	Perf Half Y	76.76%
Book/sh	4.60	P/B	4.47	EPS next Y	39.80%	ROA	17.30%	Short Interest	0.40M	Perf Year	78.14%
Cash/sh	0.99	P/C	20.76	EPS next 5Y	10.00%	ROE	22.62%	52W Range	9.06 - 28.61	Perf YTD	53.17%
Dividend Est.	-	P/FCF	22.82	EPS past 5Y	-	ROI	19.96%	52W High	-28.21%	Beta	1.00
Dividend TTM	-	Quick Ratio	2.22	Sales past 5Y	9.65%	Gross Margin	26.70%	52W Low	126.71%	ATR (14)	1.09
Dividend Ex-Date	May 29, 2013	Current Ratio	2.83	EPS Y/Y TTM	141.69%	Oper. Margin	11.17%	RSI (14)	69.88	Volatility	6.10% 6.57%
Employees	289	Debt/Eq	0.00	Sales Y/Y TTM	16.99%	Profit Margin	7.69%	Recom	1.00	Target Price	26.50
Option/Short	No / Yes	LT Debt/Eq	0.00	EPS Q/Q	18.98%	Payout	0.00%	Rel Volume	0.92	Prev Close	20.91
Sales Surprise	8.04%	EPS Surprise	25.00%	Sales Q/Q	25.30%	Earnings	Aug 13 BMO	Avg Volume	169.35K	Price	20.54
SMA20	15.09%	SMA50	42.70%	SMA200	36.73%	Trades		Volume	156,608	Change	-1.77%

Date	Action	Analyst	Rating Change	Price Target Change
May-30-24	Upgrade	Noble Capital Markets	Market Perform → Outperform	$20
Apr-05-24	Initiated	Lake Street	Buy	$25
Mar-27-24	Downgrade	Noble Capital Markets	Outperform → Market Perform
Feb-26-24	Upgrade	Noble Capital Markets	Market Perform → Outperform	$14
Nov-27-23	Downgrade	Noble Capital Markets	Outperform → Market Perform
Nov-14-23	Upgrade	Noble Capital Markets	Market Perform → Outperform	$13
Sep-25-23	Downgrade	Noble Capital Markets	Outperform → Market Perform
Nov-16-22	Upgrade	Noble Capital Markets	Market Perform → Outperform	$10
Dec-11-15	Initiated	DA Davidson	Buy	$14
Mar-18-15	Upgrade	Imperial Capital	In-line → Outperform	$17 → $22
May-28-13	Reiterated	Taglich Brothers	Speculative Buy	$14.10 → $19.65
Apr-18-13	Reiterated	Taglich Brothers	Speculative Buy	$11.50 → $14.10
Aug-15-08	Downgrade	Lazard Capital	Buy → Hold
Dec-06-07	Initiated	Lazard Capital	Buy
Aug-07-07	Initiated	Longbow	Neutral

Show Previous Ratings

Sep-06-24 10:13AM	Lifeway Foods Inc (LWAY) Stock: A Bull Case Theory (Insider Monkey)
Sep-04-24 12:45PM	3 Reasons Growth Investors Will Love Lifeway (LWAY) (Zacks)
Sep-03-24 04:18PM	Lifeway Foods to Participate in the 8th Annual Lake Street Best Ideas Growth Conference (PR Newswire)
Sep-02-24 09:40AM	Are Consumer Staples Stocks Lagging Lifeway Foods (LWAY) This Year? (Zacks)
Aug-30-24 12:00PM	Lifeway Foods (LWAY) Is Up 3.44% in One Week: What You Should Know (Zacks)
12:39PM	Loading…
Aug-20-24 12:39PM	Lifeway Foods Organic Strawnana ProBugs Whole Milk Kefir Selected as a Good Housekeeping 2024 Parenting Award Winner (PR Newswire)
Aug-19-24 05:00PM	Insider Sale: CFO Eric Hanson Sells 5,546 Shares of Lifeway Foods Inc (LWAY) (GuruFocus.com) +6.34%
12:45PM	Here is Why Growth Investors Should Buy Lifeway (LWAY) Now (Zacks)
Aug-16-24 07:51AM	Lifeway Foods family feud heats up as shareholders push CEO to resign (Food Dive)
Aug-14-24 03:56AM	Lifeway Foods family members in new push for CEO resignation (Just Food) +6.84%
Aug-13-24 11:54AM	Lifeway Foods family members in new push for CEO resignation (Just Drinks) +48.62%
11:17AM	Why Lifeway Foods Stock Exploded 44% Today (Motley Fool)
10:10AM	Lifeway Foods (LWAY) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
09:30AM	Edward and Ludmila Smolyansky File Consent Statement to Change Leadership at Lifeway Foods (NASDAQ: LWAY) (PR Newswire)
09:04AM	Lifeway: Q2 Earnings Snapshot (Associated Press Finance)
09:00AM	Loading…
09:00AM	Lifeway Foods Announces Record Results for the Second Quarter Ended June 30, 2024 (PR Newswire)
Aug-06-24 01:24PM	Lifeway Foods to Report Second Quarter 2024 Results on August 13, 2024 (PR Newswire)
Aug-05-24 06:15PM	Lifeway Foods (LWAY) Stock Moves -1.72%: What You Should Know (Zacks)
Jul-30-24 06:15PM	Lifeway Foods (LWAY) Gains As Market Dips: What You Should Know (Zacks)
Jul-22-24 10:53AM	Lifeway Foods, Inc. (NASDAQ: LWAY) Largest Shareholders, Ludmila and Edward Smolyansky, Demand Resignations of the Company's CEO and Certain Directors (PR Newswire)
08:18AM	Critical investors do not have Lifeways best interests at heart, kefir maker says (Just Food)
Jul-19-24 04:27PM	/DISREGARD RELEASE: Pure Culture Organics/ (PR Newswire)
08:53AM	Lifeway Foods family members call again for resignation of CEO (Just Drinks)
Jul-18-24 07:45AM	Lifeway Foods, Inc. (NASDAQ: LWAY) Largest Shareholders, Ludmila and Edward Smolyansky, Demand Resignations of the Company's CEO and Certain Directors (PR Newswire) -5.91%
07:45AM	/DISREGARD RELEASE: Pure Culture Organics/ (PR Newswire)
Jul-02-24 08:18AM	Lifeways CEO on goal to be Tropicana and Hershey of kefir (Just Food)
Jul-01-24 06:20PM	Lifeway Foods Announces Inclusion in Russell 2000 Index (PR Newswire)
10:38AM	just the answer Lifeway Foods CEO Julie Smolyansky (Just Food)
Jun-28-24 06:42AM	Lifeway Foods ends lawsuit against Pure Culture Organics, rival says (Just Drinks)
Jun-27-24 04:00PM	Pure Culture Organics Announces Litigation and General Business Update, New Product Development (PR Newswire)
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Jun-16-24 08:19PM	The 3 Best Food Stocks to Buy in June 2024 (InvestorPlace)
May-15-24 11:36AM	Lifeway Foods (LWAY) Q1 Earnings Miss, Sales Beat Estimates (Zacks) -5.76%
09:40AM	Is Lifeway Foods (LWAY) Stock Outpacing Its Consumer Staples Peers This Year? (Zacks)
09:00AM	Lifeway Foods Inc (LWAY) Q1 2024 Earnings Call Transcript Highlights: Surging Sales and ... (GuruFocus.com)
May-14-24 01:52PM	LWAY Stock Earnings: Lifeway Foods Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace) -8.59%
09:05AM	Lifeway: Q1 Earnings Snapshot (Associated Press Finance)
09:00AM	Lifeway Foods Announces Record Results for the First Quarter Ended March 31, 2024 (PR Newswire)
May-10-24 06:15PM	Lifeway Foods (LWAY) Stock Sinks As Market Gains: What You Should Know (Zacks)
08:52AM	Lifeway Foods (LWAY) Readies for Q1 Earnings: What to Expect? (Zacks)
May-08-24 12:00PM	Lifeway Foods Applauds New Research Examining the Impact of Probiotics in Dairy Kefir on the Microbiome in Children with ADHD (PR Newswire)
May-07-24 12:00PM	Lifeway Foods to Report First Quarter 2024 Results on May 14, 2024 (PR Newswire)
Apr-30-24 05:01AM	Lifeway Foods Insider Sold Shares Worth $460,300, According to a Recent SEC Filing (MT Newswires)
Apr-26-24 09:01AM	Lifeway Foods Insider Sold Shares Worth $741,057, According to a Recent SEC Filing (MT Newswires) +15.73%
Apr-25-24 06:00PM	Lifeway Foods (LWAY) Ascends While Market Falls: Some Facts to Note (Zacks)
Apr-19-24 06:00PM	Why the Market Dipped But Lifeway Foods (LWAY) Gained Today (Zacks)
Apr-16-24 06:15PM	Lifeway Foods (LWAY) Rises Higher Than Market: Key Facts (Zacks)
Apr-10-24 05:45PM	Lifeway Foods Farmer Cheese Named a Winner in Good Housekeeping's 2024 Best Snack Awards (PR Newswire)
Apr-09-24 09:40AM	Are Consumer Staples Stocks Lagging Lifeway Foods (LWAY) This Year? (Zacks) +6.15%
Apr-08-24 05:50PM	Lifeway Foods (LWAY) Suffers a Larger Drop Than the General Market: Key Insights (Zacks)
Mar-29-24 07:00PM	Director Pol Sikar Sells 10,000 Shares of Lifeway Foods Inc (LWAY) (GuruFocus.com)
Mar-28-24 03:00PM	Insider Sell: CFO Eric Hanson Sells 20,000 Shares of Lifeway Foods Inc (LWAY) (GuruFocus.com) -10.92%
Mar-25-24 08:50AM	Lifeway (LWAY) is on the Move, Here's Why the Trend Could be Sustainable (Zacks) +6.19%
Mar-21-24 10:14AM	Lifeway Foods, Inc. (NASDAQ:LWAY) Q4 2023 Earnings Call Transcript (Insider Monkey) +8.69%
Mar-20-24 10:57PM	Q4 2023 Lifeway Foods Inc Earnings Call (Thomson Reuters StreetEvents) +24.70%
01:52PM	LWAY Stock Earnings: Lifeway Foods Beats EPS, Beats Revenue for Q4 2023 (InvestorPlace)
09:15AM	Lifeway: Q4 Earnings Snapshot (Associated Press Finance)
09:00AM	Lifeway Foods Announces Record-Breaking Fourth Quarter and Monumental Full Year 2023 Results (PR Newswire)
Mar-17-24 08:38AM	15 Highest Quality Probiotics For Gut Health (Insider Monkey)
Mar-13-24 10:30AM	Lifeway Foods to Report Fourth Quarter and Full Year 2023 Results on March 20, 2024 (PR Newswire)
Mar-11-24 06:34PM	Lifeway Foods to Showcase New Products and Host Activations at Natural Products Expo West 2024 (PR Newswire) -7.44%
Dec-12-23 09:55AM	Bears are Losing Control Over Lifeway (LWAY), Here's Why It's a 'Buy' Now (Zacks)
Nov-21-23 12:00PM	Are You Looking for a Top Momentum Pick? Why Lifeway Foods (LWAY) is a Great Choice (Zacks)
Nov-20-23 08:50AM	Recent Price Trend in Lifeway (LWAY) is Your Friend, Here's Why (Zacks)
Nov-14-23 09:23AM	Lifeway Foods, Inc. (NASDAQ:LWAY) Q3 2023 Earnings Call Transcript (Insider Monkey) +38.59%
Nov-13-23 09:10AM	Lifeway: Q3 Earnings Snapshot (Associated Press Finance) -25.61%
09:00AM	Lifeway Foods Announces Record Results for the Third Quarter Ended September 30, 2023 (PR Newswire)
Nov-06-23 01:00PM	Lifeway Foods to Report Third Quarter 2023 Results on November 13, 2023 (PR Newswire) +9.59%
Nov-02-23 11:44AM	Nu Skin (NUS) Misses Q3 Earnings Estimates, Lowers Guidance (Zacks)
Oct-30-23 07:52AM	Beat the Market the Zacks Way: Novo Nordisk, Lifeway Foods, Casey's in Focus (Zacks)
Oct-18-23 06:34AM	The Zacks Analyst Blog Highlights PepsiCo, Lifeway Foods and NexPoint Residential (Zacks)
Oct-04-23 08:21AM	5 Top-Ranked Stocks to Play in October for Solid Returns (Zacks) +7.71%
04:59AM	Zacks.com featured highlights Lifeway, EMCOR, Super Micro Computer, Group 1 Automotive and PBF Energy (Zacks)
Sep-27-23 08:19AM	Zacks.com featured highlights include Virco, Lifeway Foods, Vistra, Build-A-Bear Workshop and Consolidated Water (Zacks)
Sep-26-23 07:58AM	5 Stocks With Recent Price Strength in a Volatile September (Zacks) +11.09%
Sep-25-23 09:36AM	Microsoft upgraded, Nike downgraded: Wall Street's top analyst calls (The Fly) -22.30%
07:54AM	Zacks.com featured highlights include Lifeway Foods, Augmedix and Clearwater Analytics (Zacks)
Sep-22-23 06:39AM	3 Best Breakout Stocks to Buy Now for Solid Returns (Zacks)
Sep-14-23 12:00PM	Lifeway Foods (LWAY) is a Great Momentum Stock: Should You Buy? (Zacks)
Sep-08-23 08:48AM	Zacks.com featured highlights include Lifeway Foods, Consolidated Water, Limbach Holdings, LSI Industries and Karat Packaging (Zacks)
Sep-07-23 08:42AM	5 Stocks With Recent Price Strength to Enhance Your Portfolio (Zacks)
Aug-24-23 08:50AM	Here's Why Momentum in Lifeway (LWAY) Should Keep going (Zacks)
Aug-23-23 01:05PM	Lifeway Foods Expands Capacity and Operating Efficiencies on Farmer Cheese Manufacturing to Meet Growing Demand for Viral Recipes Using Blended Cottage Cheese (PR Newswire) +6.16%
08:05AM	4 Solid Stocks to Buy on Steady Rise in Grocery Sales (Zacks)
Aug-22-23 08:00AM	The Zacks Analyst Blog Highlights Consolidated Water, Lifeway Foods, J & J Snack Foods and Barfresh Food Group (Zacks)
Aug-21-23 08:50AM	Despite Fast-paced Momentum, Lifeway (LWAY) Is Still a Bargain Stock (Zacks) +14.99%
08:04AM	4 Defensive Stocks to Ride Out Volatility on Wall Street (Zacks)
Aug-16-23 11:53AM	Lifeway Foods (LWAY) Q2 Earnings Beat Estimates, Rise Y/Y (Zacks)
Aug-15-23 12:06AM	Q2 2023 Lifeway Foods Inc Earnings Call (Pre Recorded) (Thomson Reuters StreetEvents) +9.07%
Aug-14-23 09:07AM	Lifeway: Q2 Earnings Snapshot (AP Finance) +19.05%
09:00AM	Lifeway Foods® Announces Record Results for the Second Quarter Ended June 30, 2023 (PR Newswire)
Aug-08-23 01:00PM	Lifeway Foods® to Report Second Quarter 2023 Results on August 14, 2023 (PR Newswire)
Jul-03-23 08:56AM	Lifeway Foods' (NASDAQ:LWAY) investors will be pleased with their solid 181% return over the last three years (Simply Wall St.)
Jun-16-23 09:00AM	Lifeway Foods® Announces Annual Meeting Results and Provides Update to Shareholders (PR Newswire)
Jun-09-23 06:49AM	Despite recent sales, Lifeway Foods, Inc. (NASDAQ:LWAY) insiders still control 43% of the company (Simply Wall St.) -5.80%
Jun-08-23 08:00AM	David Kanen, President of KWM writes letter to CEO and board of LWAY calling for a sale of the company. Mr Kanen also stated his intention to vote his shares in favor of the director slate proposed by Edward and Ludmilla Smolansky who own 31.3% of LWAY shares (GlobeNewswire) +15.00%
May-16-23 06:43AM	When Should You Buy Lifeway Foods, Inc. (NASDAQ:LWAY)? (Simply Wall St.)
06:02AM	Lifeway Foods First Quarter 2023 Earnings: Revenues Beat Expectations, EPS Lags (Simply Wall St.)
May-15-23 10:36PM	Q1 2023 Lifeway Foods Inc Earnings Call (Thomson Reuters StreetEvents)
09:22AM	Lifeway: Q1 Earnings Snapshot (AP Finance)
09:00AM	Lifeway Foods® Announces Results for the First Quarter Ended March 31, 2023 (PR Newswire)

Lifeway Foods, Inc. engages in the manufacture of probiotic and nutritious foods. Its products include kefir, organic kefir, plantiful, probugs, frozen kefir, cups and skyr, cheese, and supplements. The company distributes its products primarily through its direct sales force, brokers, and distributors. Lifeway Foods was founded by Michael Smolyansky and Ludmila Smolyansky in February 1986 and is headquartered in Morton Grove, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hanson Eric A	CFO	Aug 31 '24	Option Exercise	0.00	2,489	0	28,035	Sep 04 07:37 PM
LEVY JODY	Director	Aug 31 '24	Option Exercise	0.00	3,151	0	25,491	Sep 04 07:35 PM
Sanchez Perfecto	Director	Aug 31 '24	Option Exercise	0.00	3,151	0	4,751	Sep 04 07:24 PM
Feldman Amy M.	Sr. Exec VP of Sales	Aug 31 '24	Option Exercise	0.00	2,022	0	2,022	Sep 04 07:17 PM
Dalto Juan Carlos	Director	Aug 31 '24	Option Exercise	0.00	3,151	0	4,751	Sep 04 07:03 PM
SMOLYANSKY JULIE	CEO, President and Secretary	Aug 31 '24	Option Exercise	0.00	13,333	0	2,109,863	Sep 04 06:47 PM
McWhorter Dorri	Director	Aug 31 '24	Option Exercise	0.00	3,151	0	21,429	Sep 04 06:45 PM
SIKAR POL	Director	Aug 31 '24	Option Exercise	0.00	3,151	0	26,858	Sep 04 06:12 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Aug 30 '24	Sale	19.13	20,000	382,600	1,090,133	Sep 03 07:50 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Aug 29 '24	Sale	18.19	15,000	272,850	1,110,133	Sep 03 07:50 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Sep 03 '24	Sale	19.55	4,584	89,617	1,085,549	Sep 03 07:50 PM
Feldman Amy M.	Sr. Exec VP of Sales	Aug 16 '24	Sale	18.57	12,948	240,451	18,104	Aug 20 10:05 AM
Hanson Eric A	CFO	Aug 16 '24	Sale	18.91	5,546	104,875	25,546	Aug 19 02:27 PM
Amy Feldman	Affiliate	Aug 16 '24	Proposed Sale	19.00	12,948	246,012		Aug 16 06:37 PM
Hanson Eric A	Officer	Aug 16 '24	Proposed Sale	19.26	5,546	106,816		Aug 16 01:12 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Jul 24 '24	Sale	12.30	14,620	179,826	1,125,133	Jul 24 09:35 PM
SMOLYANSKY JULIE	CEO, President and Secretary	Jun 16 '24	Option Exercise	0.00	12,113	0	2,096,530	Jun 18 03:27 PM
Hanson Eric A	CFO	Jun 16 '24	Option Exercise	0.00	2,390	0	31,989	Jun 18 03:23 PM
Feldman Amy M.	Sr. Exec VP of Sales	Jun 16 '24	Option Exercise	0.00	1,922	0	31,755	Jun 18 03:17 PM
SMOLYANSKY JULIE	CEO, President and Secretary	May 17 '24	Sale	18.41	20,000	368,177	2,094,522	May 21 05:46 PM
SMOLYANSKY JULIE	CEO, President and Secretary	May 20 '24	Sale	17.26	10,105	174,377	2,084,417	May 21 05:46 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	May 06 '24	Sale	26.78	5,000	133,900	1,229,753	May 08 04:18 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Apr 26 '24	Sale	23.02	20,000	460,300	1,234,753	Apr 29 07:21 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Apr 23 '24	Sale	20.33	21,968	446,609	1,268,373	Apr 25 08:57 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Apr 24 '24	Sale	21.64	10,000	216,400	1,258,373	Apr 25 08:57 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Apr 25 '24	Sale	21.56	3,620	78,047	1,254,753	Apr 25 08:57 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Apr 17 '24	Sale	20.04	10,000	200,400	1,290,341	Apr 17 07:58 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Apr 15 '24	Sale	20.50	2,193	44,956	1,300,341	Apr 17 07:58 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Apr 09 '24	Sale	21.59	5,000	107,950	1,302,534	Apr 10 08:02 AM
SMOLYANSKY LUDMILA	Member of 10% owner group	Apr 08 '24	Sale	20.40	5,000	102,000	1,307,534	Apr 10 08:02 AM
SMOLYANSKY LUDMILA	Member of 10% owner group	Apr 05 '24	Sale	19.56	5,000	97,800	1,312,534	Apr 10 08:02 AM
SIKAR POL	Director	Mar 28 '24	Sale	17.19	10,000	171,900	23,707	Mar 29 04:41 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Mar 26 '24	Sale	18.71	13,000	243,230	1,334,534	Mar 28 06:33 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Mar 27 '24	Sale	19.04	7,000	133,280	1,327,534	Mar 28 06:33 PM
SMOLYANSKY JULIE	CEO, President and Secretary	Mar 25 '24	Sale	17.23	10,000	172,305	2,117,081	Mar 28 05:45 PM
SMOLYANSKY JULIE	CEO, President and Secretary	Mar 27 '24	Sale	19.35	2,559	49,517	2,116,706	Mar 28 05:45 PM
Hanson Eric A	CFO	Mar 27 '24	Sale	19.15	20,000	383,000	32,297	Mar 28 11:25 AM
SMOLYANSKY LUDMILA	Member of 10% owner group	Mar 20 '24	Sale	12.87	13,000	167,310	1,359,386	Mar 22 06:29 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Mar 21 '24	Sale	14.57	8,000	116,530	1,351,386	Mar 22 06:29 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Mar 22 '24	Sale	15.80	3,852	60,862	1,347,534	Mar 22 06:29 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Feb 26 '24	Sale	12.34	13,542	167,108	1,373,992	Feb 29 08:59 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Feb 27 '24	Sale	12.35	1,606	19,834	1,372,386	Feb 29 08:59 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Feb 08 '24	Sale	11.61	22,747	264,093	1,364,787	Feb 08 06:16 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Feb 07 '24	Sale	11.54	10,794	124,563	1,387,534	Feb 08 06:16 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Feb 06 '24	Sale	11.84	10,000	118,400	1,398,328	Feb 08 06:16 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Jan 22 '24	Sale	13.54	11,459	155,155	1,413,328	Jan 24 07:38 PM
SMOLYANSKY LUDMILA	Member of 10% owner group	Jan 24 '24	Sale	13.44	5,000	67,200	1,408,328	Jan 24 07:38 PM
SMOLYANSKY EDWARD	10% Owner	Jan 02 '24	Sale	13.44	3,468	46,610	1,271,642	Jan 03 05:00 PM
SMOLYANSKY JULIE	CEO, President and Secretary	Dec 06 '23	Sale	13.54	13,800	186,852	2,127,081	Dec 07 09:45 AM
SMOLYANSKY JULIE	CEO, President and Secretary	Dec 05 '23	Sale	14.28	1,200	17,136	2,140,881	Dec 07 09:45 AM
SMOLYANSKY JULIE	CEO, President and Secretary	Nov 29 '23	Sale	14.01	7,568	106,028	2,149,513	Dec 04 01:25 PM
SMOLYANSKY JULIE	CEO, President and Secretary	Nov 30 '23	Sale	14.00	5,974	83,636	2,143,539	Dec 04 01:25 PM
SMOLYANSKY JULIE	CEO, President and Secretary	Dec 01 '23	Sale	14.08	1,458	20,529	2,142,081	Dec 04 01:25 PM

Open in Screener

TKO

TKO Group Holdings Inc

Sep 06 • 04:00PM ET

115.44

Dollar change -0.75
Percentage change -0.65	%

Communication Services • Entertainment • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

TKO TKO Group Holdings Inc daily Stock Chart

Held by: VTI IJH VB VBK VXF MDY SCHA VOX IWR SPMD

Index	-	P/E	-	EPS (ttm)	-0.96	Insider Own	12.80%	Shs Outstand	82.29M	Perf Week	-1.10%
Market Cap	9.35B	Forward P/E	34.38	EPS next Y	3.36	Insider Trans	-35.09%	Shs Float	70.65M	Perf Month	5.42%
Income	-79.92M	PEG	-	EPS next Q	0.52	Inst Own	100.09%	Short Float	5.82%	Perf Quarter	6.59%
Sales	2.54B	P/S	3.68	EPS this Y	150.74%	Inst Trans	-0.19%	Short Ratio	5.06	Perf Half Y	43.21%
Book/sh	49.45	P/B	2.33	EPS next Y	1439.15%	ROA	-1.12%	Short Interest	4.11M	Perf Year	19.86%
Cash/sh	3.43	P/C	33.70	EPS next 5Y	17.40%	ROE	-3.26%	52W Range	72.33 - 120.70	Perf YTD	41.51%
Dividend Est.	-	P/FCF	14.26	EPS past 5Y	-	ROI	-1.15%	52W High	-4.36%	Beta	1.05
Dividend TTM	-	Quick Ratio	0.99	Sales past 5Y	13.62%	Gross Margin	54.84%	52W Low	59.59%	ATR (14)	2.51
Dividend Ex-Date	Sep 21, 2023	Current Ratio	0.99	EPS Y/Y TTM	-142.55%	Oper. Margin	25.00%	RSI (14)	49.61	Volatility	2.13% 2.26%
Employees	1250	Debt/Eq	0.75	Sales Y/Y TTM	90.15%	Profit Margin	-3.14%	Recom	1.25	Target Price	132.62
Option/Short	Yes / Yes	LT Debt/Eq	0.74	EPS Q/Q	8.11%	Payout	-	Rel Volume	0.69	Prev Close	116.19
Sales Surprise	10.32%	EPS Surprise	-13.16%	Sales Q/Q	107.41%	Earnings	Aug 08 BMO	Avg Volume	812.55K	Price	115.44
SMA20	-2.10%	SMA50	2.90%	SMA200	21.52%	Trades		Volume	563,058	Change	-0.65%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-20-24	Resumed	BofA Securities	Buy	$100 → $140
Jul-18-24	Initiated	Redburn Atlantic	Buy	$129
May-15-24	Upgrade	TD Cowen	Hold → Buy	$92 → $127
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

Show Previous Ratings

Aug-20-24 08:30AM	TKO Group Holdings to Participate in Goldman Sachs Communacopia & Technology Conference (Business Wire)
Aug-08-24 07:00AM	TKO Reports Record Second Quarter 2024 Results (Business Wire) +6.78%
Aug-01-24 10:00AM	WWE AND AIRES TECH ANNOUNCE MULTI-YEAR GLOBAL MARKETING PARTNERSHIP (PR Newswire)
10:00AM	WWE(R) And Aires Tech Announce Multi-Year Global Marketing Partnership (Newsfile)
Jul-12-24 06:00AM	3 Entertainment Stocks Dominating Streaming in 2024 (InvestorPlace)
08:30AM	Loading…
Jul-11-24 08:30AM	TKO to Announce Second Quarter 2024 Results (Business Wire)
Jul-02-24 09:00AM	EverPass Media Acquires UPshow, Allowing NFL Sunday Ticket to be Streamed at Commercial Businesses for the First Time Ever (Business Wire)
Jun-27-24 07:00AM	UFC Names Riyadh Season Title Partner for Epic UFC 306 at Sphere in Las Vegas (Business Wire)
Jun-26-24 08:15AM	Howler Head and UFC Partner with Jared Allen's Homes for Wounded Warriors on Charitable Campaign to Benefit Veterans (PR Newswire)
Jun-20-24 11:07AM	Stanc Launches Globally, Teams Up with UFC to Create Limited-Edition Designer Art Toys (PR Newswire)
Jun-03-24 08:00AM	Gabelli Funds to Host 16th Annual Media & Entertainment Symposium Thursday, June 6, 2024 (GlobeNewswire)
06:00AM	UFC and Aires Tech Inc. Join Forces to Reach a Global Audience of 700 Million Fans (News Direct)
May-28-24 08:00AM	Gabelli Funds to Host 16th Annual Media & Entertainment Symposium Thursday, June 6, 2024 (GlobeNewswire)
May-27-24 07:52AM	TKO Stock Earnings: TKO Group Holdings Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
May-23-24 08:00AM	TKO Merges UFC and WWE Live Events Groups (Business Wire)
08:00AM	Loading…
May-20-24 08:00AM	UFC and Howler Head Extend Global Partnership (PR Newswire)
May-16-24 06:00AM	Growth of Combat Sports Presents a Compelling Opportunity for Investors (News Direct)
May-09-24 08:00AM	Endeavor Releases First Quarter 2024 Results (Business Wire)
May-08-24 06:15PM	TKO Group Holdings (TKO) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
04:05PM	TKO Reports First Quarter 2024 Results (Business Wire)
May-04-24 05:07PM	Las Vegas to Host WRESTLEMANIA 41 Saturday, April 19 & Sunday, April 20, 2025 (Business Wire)
May-01-24 04:05PM	TKO Group Holdings to Participate in J.P. Morgan Technology, Media and Communications Conference (Business Wire)
10:01AM	TKO Group Holdings (TKO) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-30-24 10:49AM	25 Richest Billionaires in Sports Industry (Insider Monkey)
Apr-26-24 11:45AM	Most Entertainment Stocks Are Better Buys Than AMC: 3 Picks to Consider (InvestorPlace)
06:41AM	3 Tech Stocks to Buy on the Dip: April 2024 (InvestorPlace)
Apr-22-24 09:00AM	4ocean Announces Charitable Partnership With UFC On Earth Day (PR Newswire)
08:00AM	Gabelli Funds to Host 16th Annual Media & Entertainment Symposium Thursday, June 6, 2024 (GlobeNewswire)
Apr-17-24 04:15PM	UFC 300: PEREIRA vs. HILL (Business Wire)
Apr-16-24 09:30AM	Breathalyzer Market Expands with Tech Advances and Stricter Alcohol Laws (GlobeNewswire)
08:30AM	Loading…
08:30AM	TKO to Announce First Quarter 2024 Results (Business Wire)
Apr-15-24 04:05PM	What You Need To Know Ahead of Netflix's Earnings Report Thursday (Investopedia)
Apr-11-24 05:00PM	Endeavor to Announce First Quarter 2024 Results (Business Wire)
Apr-09-24 09:00AM	WrestleMania XL Becomes Most Successful Event in WWE History (Business Wire)
Apr-05-24 04:03PM	What This Weekend's WrestleMania XL Could Mean for Netflix and TKO (Investopedia)
Apr-02-24 04:05PM	Endeavor Agrees to Be Bought by Silver Lake at $13 Billion Valuation (The Wall Street Journal) +5.16%
Mar-25-24 08:00AM	Smith+Nephew teams up with UFC to be first-ever Preferred Sports Medicine Technology Partner (GlobeNewswire)
05:00AM	New Partnerships Could Propell American Aires Inc. To New Heights (News Direct)
Mar-21-24 07:31AM	TKO Group (TKO) Surges 7.8%: Is This an Indication of Further Gains? (Zacks)
Mar-20-24 12:23PM	TKO to Pay $335 Million to Settle Antitrust Suits Over Fighter Pay (The Wall Street Journal) +7.84%
05:00AM	American Aires Inc. (CSE:WIFI; OTC Pink:AAIRF) Proprietary Solution Against EMF Radiation Could Unlock Significant Shareholder Value (News Direct)
Mar-16-24 07:00AM	Dwayne Johnson's Net Worth (Investopedia)
Mar-08-24 08:00PM	WWE Opens Its Wrestling Mat to Sponsor Logos, Starting With Logan Pauls Prime (The Wall Street Journal)
03:03AM	12 Best Entertainment Stocks to Buy for 2024 (Insider Monkey)
Feb-29-24 04:30PM	TKO Group Holdings to Participate in Morgan Stanley Technology, Media & Telecom Conference (Business Wire)
Feb-28-24 10:18AM	TKO Group Holdings, Inc. (NYSE:TKO) Q4 2023 Earnings Call Transcript (Insider Monkey)
07:00AM	Endeavor Releases Fourth Quarter and Full Year 2023 Results (Business Wire)
Feb-27-24 04:05PM	TKO Reports Full Year 2023 Results (Business Wire)
Feb-20-24 10:00AM	TKO Group Holdings (TKO) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Feb-12-24 11:25AM	Jefferies initiates coverage on TKO, cites Netflix-WWE deal (Yahoo Finance Video)
Feb-09-24 11:55AM	X.com to partner with WWE to launch weekly series (Yahoo Finance Video)
Feb-02-24 07:30AM	Federal Prosecutors Investigate Vince McMahon Sex-Trafficking Allegations (The Wall Street Journal)
Jan-30-24 05:00PM	Endeavor to Announce Fourth Quarter and Full Year 2023 Results (Business Wire)
Jan-26-24 11:01PM	Vince McMahon Resigns From TKO Group Board (The Wall Street Journal)
08:30AM	TKO to Announce Fourth Quarter and Full Year 2023 Results (Business Wire)
Jan-25-24 06:13PM	Vince McMahon Accused of Sex Trafficking by WWE Staffer He Paid to Keep Quiet (The Wall Street Journal)
Jan-24-24 01:11PM	Netflix's WWE deal not signifier of deeper live sports push (Yahoo Finance Video)
Jan-23-24 04:26PM	WWE's 'Raw' to stream live on Netflix in deal with TKO (Yahoo Finance Video) +15.79%
02:14PM	'The Rock' appointed to TKO board of directors (Yahoo Finance Video)
09:35AM	Netflix Wrestling Deal Lifts Shares of WWE Parent TKO Off the Mat (The Wall Street Journal)
09:32AM	Netflix, in a multi-billion dollar deal, will host WWE's Raw starting next year (Yahoo Finance)
09:32AM	Netflix will host WWE's Raw starting next year in multibillion dollar deal (Yahoo Finance)
07:30AM	Netflix to Become New Home of WWE Raw Beginning 2025 (Business Wire)
06:30AM	TKO Appoints Dwayne Johnson to Board of Directors (Business Wire)
06:30AM	TKO Appoints Brad Keywell to Board of Directors (Business Wire)
Jan-04-24 12:00PM	UFC Names Skilled Trades College of Canada (STC) an Official Partner (GlobeNewswire)
08:30AM	TKO Merges UFC and WWE Global Partnerships Teams to Create Sports Marketing Powerhouse (Business Wire)
Dec-01-23 08:00AM	Endeavor Announces Q4 2023 Cash Dividend (Business Wire)
Nov-20-23 04:05PM	TKO Group Holdings to Participate in UBS Global Media and Communications Conference (Business Wire)
Nov-16-23 09:00AM	France to Host First-Ever WWE Premium Live Event WWE Backlash France in May 2024 (Business Wire)
Nov-15-23 11:58AM	/C O R R E C T I O N -- Atomic Brands/ (PR Newswire)
Nov-13-23 02:51PM	UFC AND MONACO COCKTAILS EXPAND PARTNERSHIP WITH NEW MULTI-YEAR AGREEMENT (PR Newswire)
Nov-10-23 10:04AM	WWE Parent TKO Falls After Vince McMahon Files to Sell $670 Million of Stock (The Wall Street Journal) -6.64%
01:04AM	TKO Announces Pricing of Secondary Offering by Selling Stockholder (Business Wire)
Nov-09-23 04:11PM	TKO Announces Secondary Offering of 8,400,000 Shares of Class A Common Stock by a Selling Stockholder (Business Wire)
03:04PM	How Bud Light Won UFC Back: Global Ambition Meets a Worldwide Footprint (The Wall Street Journal)
10:00AM	Black Rifle Coffee Company and UFC Join the Fight Against Service-Related Illness with HunterSeven Foundation (Business Wire)
Nov-08-23 07:00AM	Endeavor Releases Third Quarter 2023 Results (Business Wire)
Nov-07-23 04:45PM	The CW Network to Become the Exclusive Broadcast Home to WWE NXT (Business Wire)
04:05PM	TKO Reports Third Quarter 2023 Results (Business Wire)
Oct-31-23 12:47AM	Here's Why Baron Opportunity Fund Trimmed TKO Group Holdings (TKO) (Insider Monkey)
Oct-27-23 12:05PM	EA SPORTS UFC 5 Launches Worldwide A New Era of Mixed Martial Arts Enters the Octagon (Business Wire)
10:01AM	Roblox upgraded, Bristol Myers downgraded: Wall Street's top analyst calls (The Fly)
Oct-25-23 06:53PM	Silver Lake Looks to Privatize Hollywood Agency Titan Endeavor (The Wall Street Journal)
05:15PM	ServiceNow, Endeavor Group, Align Technology: Top Stocks (Yahoo Finance Video)
07:00AM	Berlin to Host Germanys First Major WWE Premium Live Event Bash in Berlin in August 2024 (Business Wire)
Oct-24-23 03:00PM	UFC and Anheuser-Busch Announce Multiyear Partnership (Business Wire)
Oct-19-23 10:15AM	UFC and the Department of Culture and Tourism Abu Dhabi Extend Partnership to 2028 (Business Wire)
Oct-17-23 06:50AM	What Makes TKO Group Holdings (TKO) an Attractive Investment? (Insider Monkey)
Oct-12-23 04:00PM	UFC NAMES ORIGINUSA OFFICIAL MARKETING PARTNER (PR Newswire)
Oct-10-23 05:05PM	TKO to Announce Third Quarter 2023 Results (Business Wire)
05:00PM	Endeavor to Announce Third Quarter 2023 Results (Business Wire)
Oct-09-23 09:00AM	WWE Fastlane Delivers Records for Viewership, Gate & Sponsorship (Business Wire)
Oct-02-23 05:00PM	Endeavor and TKO CEO Ariel Emanuel to Participate in Bloombergs Screentime Conference (Business Wire)
Sep-28-23 12:30PM	NXT Deadline Set for Bridgeport, Conn. on December 9 (Business Wire)
Sep-22-23 10:00AM	WWE® Announces 2023 Holiday Tour Dates (Business Wire)
Sep-21-23 09:00AM	WWEs SmackDown to Move to NBCUniversals USA From Fox (The Wall Street Journal) -14.77%
09:00AM	SmackDown Returns to USA Network as Part of Five-Year Agreement Between WWE and NBCUniversal (Business Wire)
05:00AM	WWE® Returns to Australia With Elimination Chamber: Perth (Business Wire)
Sep-13-23 10:00AM	Tampa Bay to Host 2024 Royal Rumble® (Business Wire)

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
Khan Nick	Director	Jul 23 '24	Sale	106.03	23,509	2,492,659	196,509	Jul 24 09:25 PM
Khan Nick	Director	Jul 22 '24	Sale	105.53	22,693	2,394,792	220,018	Jul 24 09:25 PM
Tellem Nancy	Director	Jun 12 '24	Option Exercise	0.00	1,767	0	1,767	Jun 14 07:05 PM
KEYWELL BRADLEY A	Director	Jun 12 '24	Option Exercise	0.00	1,188	0	1,188	Jun 14 07:05 PM
BYNOE PETER C B	Director	Jun 12 '24	Option Exercise	0.00	1,767	0	1,767	Jun 14 07:05 PM
WHEELER CARRIE	Director	Jun 12 '24	Option Exercise	0.00	1,767	0	4,899	Jun 14 07:05 PM
Medina Sonya E	Director	Jun 12 '24	Option Exercise	0.00	1,767	0	1,767	Jun 14 07:05 PM
Koonin Steven R	Director	Jun 12 '24	Option Exercise	0.00	2,160	0	6,921	Jun 14 07:05 PM
KRAFT JONATHAN	Director	Jun 12 '24	Option Exercise	0.00	1,767	0	13,032	Jun 14 07:05 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
Whitesell Patrick	10% Owner	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 10 '24	Sale	89.01	1,853,724	164,999,973	8,021,405	Apr 11 04:51 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
MCMAHON VINCENT K	Director	Nov 14 '23	Sale	76.41	8,400,000	641,844,000	20,435,207	Nov 14 09:39 PM
Emanuel Ariel	Chief Executive Officer	Nov 14 '23	Buy	79.80	12,531	999,974	12,531	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
SHAPIRO MARK S	See Remarks	Nov 14 '23	Buy	79.80	12,531	999,974	12,531	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
KRAFT JONATHAN	Director	Nov 14 '23	Buy	79.80	6,265	499,947	11,265	Nov 14 07:00 PM
KRAFT JONATHAN	Director	Sep 14 '23	Buy	101.53	5,000	507,650	5,000	Sep 15 07:00 PM

Open in Screener

CAL

Caleres Inc

Sep 06 • 04:00PM ET

38.81

Dollar change -0.73
Percentage change -1.85	%

Consumer Cyclical • Apparel Retail • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

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

Index	RUT	P/E	8.24	EPS (ttm)	4.71	Insider Own	3.78%	Shs Outstand	35.49M	Perf Week	-9.17%
Market Cap	1.36B	Forward P/E	7.65	EPS next Y	5.07	Insider Trans	-12.20%	Shs Float	33.80M	Perf Month	11.43%
Income	160.35M	PEG	0.55	EPS next Q	1.22	Inst Own	95.32%	Short Float	13.14%	Perf Quarter	17.25%
Sales	2.81B	P/S	0.48	EPS this Y	5.16%	Inst Trans	-1.72%	Short Ratio	7.54	Perf Half Y	2.73%
Book/sh	16.23	P/B	2.39	EPS next Y	15.41%	ROA	8.72%	Short Interest	4.44M	Perf Year	39.55%
Cash/sh	0.87	P/C	44.40	EPS next 5Y	15.00%	ROE	31.55%	52W Range	24.71 - 44.51	Perf YTD	26.29%
Dividend Est.	0.28 (0.72%)	P/FCF	9.08	EPS past 5Y	-	ROI	15.24%	52W High	-12.81%	Beta	1.94
Dividend TTM	0.28 (0.72%)	Quick Ratio	0.36	Sales past 5Y	1.70%	Gross Margin	44.66%	52W Low	57.06%	ATR (14)	1.53
Dividend Ex-Date	Sep 13, 2024	Current Ratio	1.05	EPS Y/Y TTM	2.56%	Oper. Margin	6.92%	RSI (14)	45.85	Volatility	3.29% 3.44%
Employees	9200	Debt/Eq	1.39	Sales Y/Y TTM	-2.83%	Profit Margin	5.70%	Recom	2.33	Target Price	44.67
Option/Short	Yes / Yes	LT Debt/Eq	0.85	EPS Q/Q	-9.24%	Payout	5.84%	Rel Volume	1.20	Prev Close	39.54
Sales Surprise	-0.84%	EPS Surprise	1.73%	Sales Q/Q	-0.53%	Earnings	Sep 12 BMO	Avg Volume	588.87K	Price	38.81
SMA20	-4.36%	SMA50	4.96%	SMA200	10.72%	Trades		Volume	705,499	Change	-1.85%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-03-24	Downgrade	Loop Capital	Buy → Hold	$45
Feb-07-24	Initiated	KeyBanc Capital Markets	Sector Weight
May-25-23	Downgrade	Piper Sandler	Overweight → Neutral	$35 → $25
Feb-21-23	Upgrade	Piper Sandler	Neutral → Overweight	$26 → $35
Oct-25-22	Initiated	Piper Sandler	Neutral	$28
Jun-24-22	Initiated	Seaport Research Partners	Buy	$35
Jun-01-21	Upgrade	CL King	Neutral → Buy	$29
Jul-10-20	Upgrade	Susquehanna	Negative → Positive
Jun-08-20	Downgrade	Susquehanna	Neutral → Negative	$7
Mar-13-20	Downgrade	Susquehanna	Positive → Neutral	$9
Jan-29-20	Downgrade	Needham	Buy → Hold
Nov-21-19	Reiterated	Needham	Buy	$28 → $26
Jul-22-19	Upgrade	Susquehanna	Neutral → Positive	$22 → $23
Apr-22-19	Upgrade	Needham	Hold → Buy	$32
Apr-22-19	Upgrade	Needham	Hold → Buy
Apr-10-19	Upgrade	Loop Capital	Hold → Buy	$26 → $32
Jun-22-18	Initiated	Needham	Hold
Jun-08-18	Initiated	Loop Capital	Hold	$37
Jan-23-18	Downgrade	Susquehanna	Positive → Neutral
Nov-22-17	Reiterated	Wedbush	Outperform	$32

Show Previous Ratings

Aug-29-24 04:30PM	Caleres Declares Regular Quarterly Dividend (Business Wire)
Aug-22-24 09:30AM	Allen Edmonds Redefines American Luxury With Introduction of The Reserve Collection (Business Wire)
Aug-21-24 04:30PM	Caleres to Announce Second Quarter 2024 Results on September 12, 2024 (Business Wire)
Aug-15-24 07:30AM	Naturalizer Advances Its Mission of Changing the Fashion Narrative With the Announcement of Global Inclusivity Ambassador Collective and Revolutionary Fit Advancements (Business Wire) +9.93%
Jul-23-24 03:06PM	Retailer Caleres Stock Scores RS Rating Upgrade (Investor's Business Daily)
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Jul-22-24 09:40AM	Is Caleres (CAL) Outperforming Other Consumer Discretionary Stocks This Year? (Zacks)
Jul-19-24 09:40AM	Should Value Investors Buy Caleres (CAL) Stock? (Zacks)
Jul-17-24 07:01PM	Insider Sale: Director Carla Hendra Sells 5,349 Shares of Caleres Inc (CAL) (GuruFocus.com)
Jun-27-24 09:11AM	Implied Volatility Surging for Caleres (CAL) Stock Options (Zacks)
Jun-25-24 07:24AM	Footwear Q1 Earnings: Genesco (NYSE:GCO) is the Best in the Biz (StockStory)
Jun-21-24 07:25AM	A Look Back at Footwear Stocks' Q1 Earnings: Steven Madden (NASDAQ:SHOO) Vs The Rest Of The Pack (StockStory)
Jun-19-24 09:40AM	Are Investors Undervaluing Caleres (CAL) Right Now? (Zacks)
Jun-17-24 05:07AM	Footwear Stocks Q1 Highlights: Caleres (NYSE:CAL) (StockStory)
Jun-07-24 03:17AM	Unpacking Q1 Earnings: Wolverine Worldwide (NYSE:WWW) In The Context Of Other Footwear Stocks (StockStory)
Jun-03-24 09:40AM	Should Value Investors Buy Caleres (CAL) Stock? (Zacks)
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May-30-24 11:53AM	CAL Stock Earnings: Caleres Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
09:30AM	Caleres Inc. (CAL) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
08:21AM	Caleres Reports Mixed Q1 Results, Says Famous Footwear Market Share in Kids Shoes Up Significantly (Footwear News)
07:55AM	Caleres Inc. (CAL) Beats Q1 Earnings Estimates (Zacks)
07:21AM	Caleres (NYSE:CAL) Misses Q1 Revenue Estimates (StockStory)
07:10AM	Caleres Q1 Results Miss Estimates; Reiterates FY24 Outlook (RTT News)
06:51AM	Caleres Inc.: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:45AM	Caleres Reports First Quarter Results (Business Wire)
May-29-24 03:01AM	Caleres (CAL) Reports Earnings Tomorrow: What To Expect (StockStory)
May-24-24 09:15AM	Seeking Clues to Caleres Inc. (CAL) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
May-23-24 04:30PM	Caleres Declares Regular Quarterly Dividend (Business Wire)
10:55AM	Do Options Traders Know Something About Caleres (CAL) Stock We Don't? (Zacks)
May-09-24 04:30PM	Caleres to Announce First Quarter 2024 Results on May 30 (Business Wire)
May-08-24 05:17PM	Caleres Insider Sold Shares Worth $953,168, According to a Recent SEC Filing (MT Newswires)
Apr-24-24 05:18PM	Caleres Insider Sold Shares Worth $1,353,118, According to a Recent SEC Filing (MT Newswires)
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Apr-23-24 06:45AM	Caleres Reports Progress Toward 2025 ESG Goals (Business Wire) +5.30%
Apr-02-24 06:45AM	Dr. Scholl's Shoes Launches Free People Collaboration as Part of Yearlong 100th Anniversary Celebration (Business Wire)
Mar-20-24 10:20AM	Caleres, Inc. (NYSE:CAL) Q4 2023 Earnings Call Transcript (Insider Monkey)
09:00AM	Naturalizer Debuts Gen N Project Series with Deepica Mutyala, Live Tinted Founder (Business Wire)
Mar-19-24 11:52PM	Q4 2023 Caleres Inc Earnings Call (Thomson Reuters StreetEvents)
07:04PM	Live Tinteds Deepica Mutyala Brings Her Inclusive Style to Naturalizer (WWD)
10:52AM	CAL Stock Earnings: Caleres Beats EPS, Beats Revenue for Q4 2023 (InvestorPlace)
09:30AM	Compared to Estimates, Caleres Inc. (CAL) Q4 Earnings: A Look at Key Metrics (Zacks)
09:11AM	Caleres Inc (CAL) Delivers Steady Earnings Amidst Market Headwinds (GuruFocus.com)
08:06AM	Caleres Posts Earnings, Sales Beat for Q4, Outlines Cautious Guidance (Footwear News)
08:00AM	Caleres Inc. (CAL) Matches Q4 Earnings Estimates (Zacks)
06:58AM	Caleres (NYSE:CAL) Reports Q4 In Line With Expectations (StockStory)
06:57AM	Caleres Inc.: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:45AM	Caleres Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Mar-18-24 10:41AM	How To Earn $500 A Month From Caleres Stock Ahead Of Q4 Earnings (Benzinga)
03:01AM	Caleres Earnings: What To Look For From CAL (StockStory)
Mar-14-24 05:00PM	Caleres Names Liz Dunn SVP of Corporate Development and Strategic Communications (Business Wire)
04:30PM	Caleres Declares Regular Quarterly Dividend (Business Wire)
09:15AM	Unlocking Q4 Potential of Caleres Inc. (CAL): Exploring Wall Street Estimates for Key Metrics (Zacks)
Mar-12-24 07:15AM	Dr. Scholls Shoes Celebrates 100 Years of Iconic Fashion and Innovative Comfort (Business Wire)
Mar-11-24 06:45AM	Kylie Jenner is the Face of Sam Edelmans Spring/Summer 2024 Campaign, to Kick-Off the Brands 20th Anniversary Celebration (Business Wire)
Mar-05-24 04:30PM	Sam Edelman Collaborates with SCAD on Exclusive Capsule Collection for Nordstrom (Business Wire)
Feb-29-24 04:30PM	Caleres to Announce Fourth Quarter 2023 Results on March 19 (Business Wire)
Feb-13-24 09:27AM	Famous Footwear Taps Dicks and Foot Locker Alum Andrew Leckie as SVP/GMM of Athletic, Kids (Footwear News)
Feb-12-24 04:30PM	Global Footwear Executive, Andrew Leckie, Joins Famous Footwear as SVP and GMM of Athletic, Kids (Business Wire) +7.31%
04:25PM	Sam Edelman Announces New Licensing Partnerships to Expand Lifestyle Categories (Business Wire)
Jan-09-24 10:28AM	VF, Caleres, Abercrombie, Levis Receive Perfect Marks from Human Rights Campaign (Sourcing Journal)
Jan-08-24 04:20PM	Caleres Reiterates Full Year 2023 Outlook (Business Wire)
Jan-03-24 04:30PM	Caleres to Participate in the 26th Annual ICR Conference (Business Wire)
Dec-07-23 04:25PM	Caleres Declares Regular Quarterly Dividend (Business Wire)
Dec-06-23 04:30PM	Caleres Awarded on Newsweeks Americas Most Responsible Companies 2024 List (Business Wire)
Nov-30-23 04:30PM	Caleres Earns Top Score in Human Rights Campaign Foundations 2023-2024 Corporate Equality Index (Business Wire)
Nov-28-23 06:08PM	Caleres Names Cole Haan Alum Erica Mackoul as SVP of International as Company Looks to Build Overseas (Footwear News)
05:34PM	Caleres Secures Talent to Advance Global Growth Initiative - Names Erica Mackoul SVP of International (Business Wire)
Nov-23-23 09:08AM	Caleres, Inc. (NYSE:CAL) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:59AM	Caleres' (CAL) Earnings Beat in Q3, Sales Decrease 4.6% Y/Y (Zacks)
Nov-21-23 05:26PM	Caleres CEO: Brand Portfolio Has Been Transformed and Readied for Accelerated Growth in 2024 (Footwear News) +8.84%
09:30AM	Compared to Estimates, Caleres Inc. (CAL) Q3 Earnings: A Look at Key Metrics (Zacks)
09:01AM	Caleres Inc (CAL) Tightens EPS Guidance Amid Challenging Market Conditions (GuruFocus.com)
08:37AM	Caleres Sees Q3 Profit Rise on Strength of Brand Portfolio, Shares Up (Footwear News)
06:52AM	Caleres Inc.: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:45AM	Caleres Reports Third Quarter 2023 Results (Business Wire)
Nov-16-23 11:56AM	Unveiling Caleres Inc. (CAL) Q3 Outlook: Wall Street Estimates for Key Metrics (Zacks) -5.60%
Nov-08-23 04:15PM	Caleres Honored by the Womens Forum of New York for Active Leadership to Attain Gender Parity on its Corporate Board (Business Wire)
Nov-07-23 06:45AM	Caleres to Announce Third Quarter 2023 Results on November 21 (Business Wire)
Nov-02-23 04:30PM	Caleres Introduces One Planet Standard Designation (Business Wire) +6.16%
Nov-01-23 02:07PM	7 Small-Cap Gems Primed for Explosive Growth (InvestorPlace)
Oct-06-23 10:31AM	Caleres (CAL) Unveils a Comprehensive Three-Year Strategic Plan (Zacks)
Oct-05-23 08:52AM	Caleres Outlines Three-Year Growth Plan, Expects Q3 Sales at Low End of Guidance (Footwear News)
06:45AM	Caleres Introduces Fiscal Year 2026 Financial Targets with Strategic Growth Plan (Business Wire)
Sep-28-23 04:15PM	Caleres to Host Investor Day on October 5, 2023 (Business Wire)
Sep-19-23 03:08PM	Some Retailers Stocks Have Gotten Really Cheap. Buyer Beware. (Barrons.com)
Sep-11-23 05:18PM	Caleres Promotes Natelle Baddeley to Chief Design and Product Officer (Footwear News)
04:45PM	Caleres Names Its First Ever Chief Design & Product Officer, Natelle Baddeley (Business Wire)
Sep-07-23 04:45PM	Caleres to Participate in the Piper Sandler Growth Frontiers Conference on September 12 (Business Wire)
04:02PM	The 7 Best Small-Cap Stocks to Buy Now: September 2023 (InvestorPlace)
Sep-01-23 02:01PM	How Allen Edmonds and Vionic Could Deliver Future Growth for Caleres (Footwear News)
09:31AM	Caleres, Inc. (NYSE:CAL) Q2 2023 Earnings Call Transcript (Insider Monkey)
02:31AM	Q2 2023 Caleres Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-31-23 04:59PM	Why Foot Locker Stock Was Gaining Today (Motley Fool) +15.93%
03:28PM	Why Caleres Stock Was Jumping Today (Motley Fool)
12:17PM	Caleres Inc's Meteoric Rise: Unpacking the 67% Surge in Just 3 Months (GuruFocus.com)
11:15AM	Caleres Shares Rise as It Sees Sequential Sales Improvement in Q2 (Footwear News)
09:30AM	Caleres Inc. (CAL) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
08:05AM	Caleres Inc. (CAL) Tops Q2 Earnings Estimates (Zacks)
06:56AM	Caleres Inc.: Fiscal Q2 Earnings Snapshot (AP Finance)
06:45AM	Caleres Reports Second Quarter 2023 Results and Maintains Full Year 2023 Outlook (Business Wire)
Aug-24-23 04:45PM	Caleres Declares Regular Quarterly Dividend (Business Wire)
Aug-10-23 11:00AM	Caleres and Coveo AI Take Top Honors in Best Personalized Shopping Experience Category at the Glossy Fashion Awards (GlobeNewswire)
07:50AM	Wolverine World Wide (WWW) Q2 Earnings Lag Estimates (Zacks)

Caleres, Inc. engages in the provision of athletic, casual, and dress footwear products. It operates through the Famous Footwear and Brand Portfolio segments. The Famous Footwear segment provides branded footwear for the entire family. The Brand Portfolio segment sources, manufactures, and markets branded, licensed, and private-labeled footwear primarily to online retailers, national chains, department stores, mass merchandisers, and independent retailers. The company was founded by George Warren Brown in 1878 and is headquartered in St. Louis, MO.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SULLIVAN DIANE M	Executive Chair	Jul 22 '24	Sale	35.45	17,068	605,079	150,449	Jul 24 08:09 PM
Hendra Carla C	Director	Jul 15 '24	Sale	33.07	5,349	176,894	0	Jul 17 03:45 PM
SULLIVAN DIANE M	Executive Chair	Jun 18 '24	Sale	33.78	6,299	212,765	167,517	Jun 20 04:49 PM
SULLIVAN DIANE M	Executive Chair	Jun 17 '24	Sale	33.66	19,764	665,276	173,816	Jun 18 05:19 PM
SULLIVAN DIANE M	Executive Chair	May 20 '24	Sale	36.54	21,771	795,563	232,897	May 22 07:14 PM
SULLIVAN DIANE M	Executive Chair	May 21 '24	Sale	36.43	11,994	436,993	220,903	May 22 07:14 PM
Schmidt John W	President & CEO, Caleres	May 06 '24	Sale	37.63	25,332	953,168	348,771	May 08 04:43 PM
SULLIVAN DIANE M	Executive Chair	Apr 24 '24	Sale	37.09	6,856	254,314	254,668	Apr 26 02:59 PM
SULLIVAN DIANE M	Executive Chair	Apr 23 '24	Sale	37.42	24,499	916,707	261,524	Apr 24 05:12 PM
SULLIVAN DIANE M	Executive Chair	Apr 22 '24	Sale	35.99	12,126	436,411	286,023	Apr 24 05:12 PM
Freidman Daniel R	Chief Sourcing Officer	Apr 08 '24	Sale	37.00	15,000	555,000	64,167	Apr 10 04:43 PM
Schmitt Mark A	SVP, Chief Logistics Officer	Mar 25 '24	Sale	41.01	18,373	753,457	50,847	Apr 04 09:42 AM
Schmidt John W	President & CEO, Caleres	Mar 04 '24	Sale	38.71	25,332	980,498	335,663	Mar 06 06:55 PM
Schmidt John W	President & CEO, Caleres	Nov 21 '23	Sale	30.65	1,000	30,650	2,500	Mar 06 06:55 PM
Schmidt John W	President & CEO, Caleres	Feb 08 '24	Sale	33.29	12,668	421,724	360,995	Feb 12 07:28 PM
Schmidt John W	President & CEO, Caleres	Jan 11 '24	Sale	30.16	12,668	382,120	373,663	Jan 12 08:33 PM
Hill Willis	Chief Information Officer	Jan 09 '24	Sale	30.12	14,000	421,735	45,214	Jan 11 04:54 PM
Hill Willis	Chief Information Officer	Jan 08 '24	Sale	30.07	1,650	49,616	59,214	Jan 10 05:03 PM
Schmitt Mark A	SVP, Chief Logistics Officer	Dec 21 '23	Sale	30.76	21,282	654,711	72,068	Dec 26 01:19 PM
Schmitt Mark A	SVP, Chief Logistics Officer	Dec 19 '23	Sale	30.66	1,650	50,589	93,350	Dec 21 04:21 PM
Hasty Todd E	SVP, Chief Accounting Officer	Dec 04 '23	Sale	31.50	5,599	176,368	22,414	Dec 05 05:27 PM
SULLIVAN DIANE M	Executive Chair	Nov 30 '23	Sale	30.55	13,151	401,714	392,256	Dec 04 06:15 PM
SULLIVAN DIANE M	Executive Chair	Nov 29 '23	Sale	30.98	41,811	1,295,305	405,407	Nov 29 06:08 PM
SULLIVAN DIANE M	Executive Chair	Nov 27 '23	Sale	29.15	15,117	440,724	461,712	Nov 29 06:08 PM
SULLIVAN DIANE M	Executive Chair	Nov 28 '23	Sale	29.60	14,494	429,024	447,218	Nov 29 06:08 PM
SULLIVAN DIANE M	Executive Chair	Nov 22 '23	Sale	28.91	16,426	474,863	485,055	Nov 27 05:13 PM
SULLIVAN DIANE M	Executive Chair	Nov 24 '23	Sale	28.58	8,226	235,114	476,829	Nov 27 05:13 PM
SULLIVAN DIANE M	Executive Chair	Nov 21 '23	Sale	30.46	62,202	1,894,724	501,481	Nov 22 11:30 AM
SULLIVAN DIANE M	Executive Chair	Nov 20 '23	Sale	27.56	943	25,990	563,683	Nov 21 05:37 PM
SULLIVAN DIANE M	Executive Chair	Nov 17 '23	Sale	27.53	500	13,765	564,626	Nov 21 05:37 PM
SULLIVAN DIANE M	Executive Chair	Nov 14 '23	Sale	27.65	4,265	117,923	567,666	Nov 16 06:01 PM
SULLIVAN DIANE M	Executive Chair	Nov 15 '23	Sale	27.89	2,540	70,843	565,126	Nov 16 06:01 PM
SULLIVAN DIANE M	Executive Chair	Nov 03 '23	Sale	27.88	11,265	314,050	571,931	Nov 07 03:47 PM
SULLIVAN DIANE M	Executive Chair	Oct 10 '23	Sale	27.93	17,458	487,622	586,055	Oct 12 05:27 PM
SULLIVAN DIANE M	Executive Chair	Oct 11 '23	Sale	27.92	2,859	79,814	583,196	Oct 12 05:27 PM
SULLIVAN DIANE M	Executive Chair	Oct 06 '23	Sale	26.52	12,443	329,981	612,930	Oct 10 10:13 AM
SULLIVAN DIANE M	Executive Chair	Oct 09 '23	Sale	26.47	9,417	249,253	603,513	Oct 10 10:13 AM
SULLIVAN DIANE M	Executive Chair	Oct 04 '23	Sale	27.13	14,707	399,001	637,926	Oct 06 12:05 PM
SULLIVAN DIANE M	Executive Chair	Oct 05 '23	Sale	26.73	12,553	335,492	625,373	Oct 06 12:05 PM
SULLIVAN DIANE M	Executive Chair	Oct 02 '23	Sale	28.48	14,337	408,318	664,659	Oct 04 01:44 PM
SULLIVAN DIANE M	Executive Chair	Oct 03 '23	Sale	27.94	12,026	336,006	652,633	Oct 04 01:44 PM

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