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AFL

Aflac Inc

Apr 13 • 04:00PM ET

112.14

+1.44 1.30 %

Financial • Insurance - Life • USA • NYSE

Peers: MET PRU LNC UNM AIG HIG CNO VOYA PFG GNW

| Held by: VTI VOO IVV VO SPY VTV XLF VIG VYM SDY

Index	S&P 500	P/E	16.29	EPS (ttm)	6.89	Insider Own	10.67%	Shs Outstand	518.69M	Perf Week	1.71%
Market Cap	57.91B	Forward P/E	14.52	EPS next Y	7.72	Insider Trans	-1.35%	Shs Float	461.26M	Perf Month	2.29%
Enterprise Value	-	PEG	5.46	EPS next Q	1.80	Inst Own	58.77%	Short Float	1.81%	Perf Quarter	2.65%
Income	3.65B	P/S	3.37	EPS this Y	-3.11%	Inst Trans	-0.65%	Short Ratio	3.46	Perf Half Y	0.87%
Sales	17.16B	P/B	1.97	EPS next Y	6.40%	ROA	3.12%	Short Interest	8.35M	Perf YTD	1.70%
Book/sh	56.85	P/C	-	EPS next 5Y	2.66%	ROE	13.12%	52W High	119.32 -6.02%	Perf Year	4.97%
Cash/sh	-	P/FCF	22.66	EPS past 3/5Y	-0.54% 0.43%	ROIC	9.81%	52W Low	96.95 15.67%	Perf 3Y	69.14%
Dividend Est.	2.46 (2.19%)	EV/EBITDA	-	Sales past 3/5Y	-3.57% -4.97%	Gross Margin	-	Volatility	1.91% 1.69%	Perf 5Y	114.46%
Dividend TTM	2.35 (2.10%)	EV/Sales	-	EPS Y/Y TTM	-28.39%	Oper. Margin	27.69%	ATR (14)	2.09	Perf 10Y	237.52%
Dividend Ex-Date	Feb 18, 2026	Quick Ratio	-	Sales Y/Y TTM	-9.31%	Profit Margin	21.24%	RSI (14)	57.16	Recom	3.12
Dividend Gr. 3/5Y	13.19% 15.68%	Current Ratio	1.47	EPS Q/Q	-22.92%	SMA20	2.77%	Beta	0.64	Target Price	111.86
Payout	34.04%	Debt/Eq	0.29	Sales Q/Q	-9.94%	SMA50	0.66%	Rel Volume	0.63	Prev Close	110.70
Employees	12716	LT Debt/Eq	0.26	Earnings	Apr 29 AMC	SMA200	3.18%	Avg Volume	2.41M	Price	112.14
IPO	Jun 14, 1974	Option/Short	Yes / Yes	EPS/Sales Surpr.	-7.28% 14.49%	Trades		Volume	1,522,834	Change	1.30%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-16-25	Initiated	Mizuho	Underperform	$104
Jan-23-25	Initiated	BMO Capital Markets	Market Perform	$111
Oct-09-24	Initiated	TD Cowen	Hold	$102
Sep-05-24	Initiated	Barclays	Underweight	$96
Jan-04-24	Downgrade	Evercore ISI	In-line → Underperform	$76 → $78
Aug-18-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$74 → $75
Jun-05-23	Resumed	BofA Securities	Buy	$77
Apr-25-23	Initiated	Wells Fargo	Equal Weight	$73
May-24-22	Initiated	Citigroup	Neutral	$60
Jan-26-22	Initiated	Jefferies	Hold	$60
Jan-21-22	Initiated	Wolfe Research	Peer Perform	$63
Jan-12-22	Reiterated	UBS	Neutral	$54 → $61
Dec-03-21	Initiated	Goldman	Sell	$52
Apr-21-21	Initiated	UBS	Neutral	$55
Jan-12-21	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$53
Jan-08-21	Upgrade	Evercore ISI	Underperform → In-line	$43 → $47
Dec-04-20	Initiated	Goldman	Sell	$43
Mar-20-20	Upgrade	RBC Capital Mkts	Underperform → Sector Perform	$46 → $35
Jul-29-19	Downgrade	Raymond James	Strong Buy → Outperform	$62
Jul-16-19	Downgrade	Evercore ISI	In-line → Underperform

Show Previous Ratings

Apr-02-26 04:05PM	Aflac Incorporated to Release First Quarter Results and CFO Video Update on April 29, 2026 and Host Webcast on April 30, 2026 (PR Newswire)
Mar-31-26 05:00AM	Aflac Re Bermuda Ltd. Announces Reinsurance Transaction with Japan Post Insurance Company (PR Newswire)
Mar-23-26 10:17AM	New long-term care rider from Aflac offers flexibility and added security (PR Newswire)
Mar-18-26 08:16AM	Aflac celebrates 20 years as a World's Most Ethical Company (PR Newswire)
Mar-10-26 12:05AM	3 Reasons to Sell AFL and 1 Stock to Buy Instead (StockStory)
08:47AM	Loading…
Mar-08-26 08:47AM	How Much Money Do Americans Say They Need to Feel Financially Secure? See How You Compare (Investopedia)
Mar-06-26 11:30AM	Aflac (AFL) Down 5.5% Since Last Earnings Report: Can It Rebound? (Zacks)
Mar-05-26 08:30AM	Is Aflac Incorporated Stock Underperforming the Dow? (Barchart)
Mar-04-26 08:45AM	How Is MetLife's Stock Performance Compared to Other Insurance Stocks? (Barchart)
Feb-25-26 09:30PM	Wells Fargo Raises Aflac (AFL) Target, Revises Earnings Outlook and Valuation Approach (Insider Monkey)
Feb-24-26 10:33PM	Q4 Rundown: Aflac (NYSE:AFL) Vs Other Life Insurance Stocks (StockStory)
Feb-16-26 08:09AM	Aflac Conference: Japan Sales Momentum, Broker-Led U.S. Growth and $4.8B in Dividends, Buybacks (MarketBeat)
Feb-11-26 12:38AM	5 Insightful Analyst Questions From Aflac's Q4 Earnings Call (StockStory)
Feb-10-26 07:35AM	3 Insurance Stocks Hitting 52-Week Highs With More Room to Run (MarketBeat)
Feb-06-26 11:16AM	Unum Group Q4 Earnings and Revenues Miss Estimates, Premiums Rise Y/Y (Zacks)
05:26AM	Loading…
05:26AM	Is Wall Street Bullish or Bearish on Aflac Stock? (Barchart)
03:07AM	Aflac Q4 Earnings Call Highlights (MarketBeat)
Feb-05-26 02:11PM	AFL Q4 Deep Dive: Product Refreshes and Distribution Expansion Drive Mixed Segment Trends (StockStory)
02:05PM	Aflac Inc (AFL) Q4 2025 Earnings Call Highlights: Strong Sales Growth in Japan and Robust ... (GuruFocus.com)
10:26AM	Aflac Q4 Earnings Miss Estimates on Lower Investment Income (Zacks)
Feb-04-26 10:08PM	Aflac Q4 Earnings Call Highlights (MarketBeat)
06:30PM	Aflac (AFL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:31PM	Aflac's (NYSE:AFL) Q4 CY2025: Beats On Revenue (StockStory)
05:25PM	Aflac (AFL) Lags Q4 Earnings Estimates (Zacks)
04:25PM	Aflac: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Aflac Incorporated Announces Fourth Quarter Results, Reports Fourth Quarter Net Earnings of $1.4 Billion, Reiterates Increase in First Quarter Dividend of 5.2% (PR Newswire)
Feb-03-26 05:15PM	Aflac Incorporated to Present at the UBS Financial Services Conference 2026 (PR Newswire)
01:05PM	Will These 4 Insurance Stocks Insure a Q4 Earnings Beat? (Zacks)
09:38AM	TD Cowen Reviews Aflac (AFL) Ahead of Q4 Life Insurance Preview (Insider Monkey)
08:57AM	Do Options Traders Know Something About Aflac Stock We Don't? (Zacks)
10:15PM	Loading…
Feb-02-26 10:15PM	Aflac (AFL) Reports Earnings Tomorrow: What To Expect (StockStory)
09:42AM	Aflac Gears Up for Q4 Earnings: Can Higher Premiums Help it Quack? (Zacks)
Feb-01-26 07:47AM	January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week (Yahoo Finance)
Jan-30-26 09:15AM	Countdown to Aflac (AFL) Q4 Earnings: Wall Street Forecasts for Key Metrics (Zacks)
Jan-29-26 10:00AM	Unum (UNM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-28-26 10:00AM	Aflac (AFL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-24-26 07:00AM	Heres How Much Money Americans Say They Need to Feel Financially SecureDoes Yours Match? (Investopedia)
Jan-19-26 11:35PM	3 Insurance Stocks with Questionable Fundamentals (StockStory)
Jan-16-26 09:40AM	GL Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
09:03AM	Aflac Teams Up With Workday Wellness to Enhance Health Benefits (Zacks)
Jan-15-26 11:03PM	3 Reasons to Sell AFL and 1 Stock to Buy Instead (StockStory)
07:00AM	Aflac joins Workday Wellness Partner Program to provide a more personalized benefit experience to support employee health (PR Newswire)
Jan-09-26 09:26AM	What to Expect From Aflac's Next Quarterly Earnings Report (Barchart)
Jan-07-26 04:05PM	TD Cowen Lifts Aflac (AFL) Target, Holds Neutral View (Insider Monkey)
Jan-05-26 04:05PM	Aflac Incorporated to Release Fourth Quarter Results and CFO Video Update on February 4, 2026 and Host Webcast on February 5, 2026 (PR Newswire)
Jan-02-26 07:43PM	Boeing Stock Is a Long-Term Winner, Says Analyst. Plus, Nvidia, Aflac, and More. (Barrons.com)
Jan-01-26 09:39AM	The 3 Best Dividend Aristocrats to Buy in 2026 (24/7 Wall St.)
Dec-31-25 11:33AM	Here's Why Investors Should Retain Aflac Incorporated Stock for Now (Zacks)
Dec-19-25 02:52PM	Mizuho Initiates Coverage on Aflac (AFL) with Cautious Outlook Citing Stagnant Sales Growth (Insider Monkey)
11:36AM	Aflac Expands Digital Reach via Ethos Tie-Up in Supplemental Health (Zacks)
Dec-17-25 04:21PM	Top Analyst Reports for Alphabet, Tesla & Sony (Zacks)
Dec-16-25 11:13AM	GL Stock Near 52-Week High: A Signal for Investors to Hold Tight? (Zacks)
Dec-15-25 10:27AM	UNM Stock Trading at a Discount to Industry at 1.2X: Time to Hold? (Zacks)
Dec-09-25 06:24PM	Introducing the GuruFocus Bonds Screener (GuruFocus.com)
Dec-04-25 11:30AM	Aflac (AFL) Down 2% Since Last Earnings Report: Can It Rebound? (Zacks)
Dec-03-25 09:39AM	Zacks Industry Outlook Highlights Aflac, Unum Group, Globe Life and Trupanion (Zacks)
Dec-02-25 12:36PM	4 Accident & Health Insurers to Watch Amid Rising Medical Costs (Zacks)
12:47AM	Is Aflac Stock Underperforming the Nasdaq? (Barchart)
Dec-01-25 01:57PM	How a park bench meeting led to Aflacs $200 million mascot idea (Fortune)
Nov-30-25 01:47PM	Morgan Stanley Maintains Equal Weight Rating on Aflac (AFL) (Insider Monkey)
Nov-25-25 10:15AM	Wrap up more than a story: Aflac's "Beyond Words" is the perfect gift that gives back (PR Newswire)
Nov-24-25 10:33PM	Life Insurance Stocks Q3 Earnings: Aflac (NYSE:AFL) Best of the Bunch (StockStory)
Nov-23-25 08:10PM	Americans Reveal How Much Money They Need to Feel SecureSee How Your Answer Stacks Up (Investopedia)
Nov-22-25 10:23PM	3 Dividend Champions That Could Double Their Dividends From Here (Motley Fool)
Nov-17-25 12:00PM	Aflac expands support for children with new book 'Beyond Words' (PR Newswire)
Nov-16-25 12:32PM	Tesla Stock Hit This Record Right Before Its Slide (Barrons.com)
Nov-13-25 09:20AM	GL Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
08:55AM	These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
Nov-12-25 08:07AM	Aflac's Dividend Ducks Soar Past the Flock With 43rd Straight Hike (Zacks)
Nov-11-25 10:01PM	Evercore Raises Price Target on Aflac (AFL) to $111, Maintains Underperform Rating (Insider Monkey)
07:12PM	3 Dividend Growth Stocks That Should Be in Everyones Portfolio (24/7 Wall St.)
02:03PM	Aflac Incorporated Announces 5.2% Increase in the First Quarter 2026 Dividend (PR Newswire)
Nov-10-25 01:35PM	Are Wall Street Analysts Bullish on Aflac Stock? (Barchart)
Nov-07-25 01:18PM	ProAssurance Q3 Earnings Miss Estimates on Weak Specialty P&C Unit (Zacks)
Nov-05-25 02:55PM	Aflac Q3 Earnings Beat Estimates on Strong Group Life Sales (Zacks)
02:00PM	Aflac Inc (AFL) Q3 2025 Earnings Call Highlights: Strong Earnings and Strategic Growth Amid ... (GuruFocus.com)
Nov-04-25 06:19PM	Aflac (NYSE:AFL) Delivers Impressive Q3 (StockStory)
06:00PM	Aflac (AFL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:15PM	Aflac (AFL) Q3 Earnings and Revenues Beat Estimates (Zacks)
04:11PM	Aflac: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Aflac Incorporated Announces Third Quarter Results, Reports Third Quarter Net Earnings of $1.6 Billion, Declares Fourth Quarter Dividend (PR Newswire)
Nov-03-25 01:23PM	Will New Business Growth in U.S. Unit Aid Aflac in Q3 Earnings? (Zacks)
Nov-02-25 10:18PM	What To Expect From Aflac's (AFL) Q3 Earnings (StockStory)
07:40AM	Fed fallout, missing jobs numbers, and a busy earnings calendar: What to watch this week (Yahoo Finance)
Oct-30-25 06:35PM	Employers Holdings (EIG) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
10:00AM	Trupanion (TRUP) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
09:15AM	What Analyst Projections for Key Metrics Reveal About Aflac (AFL) Q3 Earnings (Zacks)
Oct-28-25 10:00AM	Aflac (AFL) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release (Zacks)
Oct-27-25 12:01AM	Aflac (AFL): Buy, Sell, or Hold Post Q2 Earnings? (StockStory)
Oct-24-25 08:50AM	How to Boost Your Portfolio with Top Finance Stocks Set to Beat Earnings (Zacks)
Oct-19-25 07:02AM	What to Expect From Aflacs Q3 2025 Earnings Report (Barchart)
Oct-18-25 06:05PM	7 Dividend Stocks to Hold for the Next 20 Years (Motley Fool)
Oct-13-25 07:05PM	Aflac's (AFL) Global Reach and its Long-Standing Record as a Dividend Aristocrat (Insider Monkey)
08:50AM	How to Boost Your Portfolio with Top Finance Stocks Set to Beat Earnings (Zacks)
Oct-09-25 08:04AM	American workforce burnout reaches 6-year high (PR Newswire)
Oct-07-25 08:50AM	How to Find Strong Finance Stocks Slated for Positive Earnings Surprises (Zacks)
Oct-06-25 08:27AM	Aflac offers premium grace period for some federal government employees (PR Newswire)
06:13AM	5 Dividend Stocks to Buy With $2,000 and Hold Forever (Motley Fool)
Oct-05-25 04:55AM	The Smartest Dividend Stocks to Buy With $1,000 Right Now (Motley Fool)
Oct-02-25 04:05PM	Aflac Incorporated to Release Third Quarter Results and CFO Video Update on November 4, 2025 and Host Webcast on November 5, 2025 (PR Newswire)

Aflac, Inc. is a holding company, which engages in the provision of financial protection services. It operates through the following segments: Aflac Japan and Aflac U.S. The Aflac Japan segment offers life insurance, death benefits, and cash surrender values. The Aflac U.S. segment sells voluntary supplemental insurance products for people who already have major medical or primary insurance coverage. The company was founded by John Amos, Paul Amos and William Amos on November 17, 1955 and is headquartered in Columbus, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Japan Post Holdings Co., Ltd.	10% Owner	Apr 09 '26	Sale	113.24	86,155	9,756,507	51,636,945	Apr 13 09:41 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 08 '26	Sale	112.38	166,000	18,655,548	51,723,100	Apr 10 09:40 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 07 '26	Sale	110.45	24,200	2,672,907	51,889,100	Apr 09 09:53 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 06 '26	Sale	110.34	21,500	2,372,268	51,913,300	Apr 08 06:00 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 02 '26	Sale	110.20	20,100	2,215,024	51,934,800	Apr 06 09:55 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 01 '26	Sale	109.85	19,600	2,153,035	51,954,900	Apr 03 09:34 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 30 '26	Sale	108.23	14,700	1,590,989	51,974,500	Apr 01 09:36 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 27 '26	Sale	107.30	14,500	1,555,821	51,989,200	Mar 31 11:47 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 26 '26	Sale	107.98	14,900	1,608,878	52,003,700	Mar 30 12:32 PM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 25 '26	Sale	107.03	14,200	1,519,826	52,018,600	Mar 27 07:16 PM
LAKE CHARLES D II	Chairman & Rep. Director, ALIJ	Mar 25 '26	Sale	107.27	5,000	536,365	57,237	Mar 27 09:26 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 24 '26	Sale	106.34	14,000	1,488,760	52,032,800	Mar 26 09:54 AM
LAKE CHARLES D II	Officer	Mar 25 '26	Proposed Sale	107.27	5,000	536,366		Mar 25 02:16 PM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 23 '26	Sale	106.78	15,000	1,601,761	52,046,800	Mar 25 09:39 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 20 '26	Sale	106.47	16,800	1,788,683	52,061,800	Mar 24 09:14 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 19 '26	Sale	107.41	10,100	1,084,828	52,078,600	Mar 23 10:10 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 18 '26	Sale	108.43	12,200	1,322,884	52,088,700	Mar 20 11:46 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 17 '26	Sale	109.77	15,700	1,723,389	52,100,900	Mar 19 11:22 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 16 '26	Sale	109.39	16,100	1,761,231	52,116,600	Mar 18 03:05 PM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 13 '26	Sale	109.14	17,400	1,899,043	52,132,700	Mar 17 09:00 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 12 '26	Sale	109.60	17,900	1,961,911	52,150,100	Mar 16 04:05 PM
Koide Masatoshi	Pres. and Rep. Director, ALIJ	Mar 11 '26	Sale	109.93	15,431	1,696,330	86,422	Mar 13 04:52 PM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 11 '26	Sale	109.53	18,100	1,982,497	52,168,000	Mar 13 08:31 AM
LAKE CHARLES D II	Chairman & Rep. Director, ALIJ	Mar 11 '26	Sale	109.93	15,590	1,713,809	62,237	Mar 13 08:27 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 10 '26	Sale	110.47	19,000	2,098,858	52,186,100	Mar 12 09:00 AM
LAKE CHARLES D II	Officer	Mar 11 '26	Proposed Sale	109.93	15,590	1,713,809		Mar 11 10:47 AM
Koide Masatoshi	Officer	Mar 11 '26	Proposed Sale	109.93	15,431	1,696,330		Mar 11 09:58 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 09 '26	Sale	109.62	17,300	1,896,482	52,205,100	Mar 11 09:00 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 06 '26	Sale	110.77	19,100	2,115,680	52,222,400	Mar 10 09:00 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 05 '26	Sale	110.96	19,300	2,141,575	52,241,500	Mar 09 04:15 PM
MOSKOWITZ JOSEPH L	Director	Mar 09 '26	Proposed Sale	110.09	600	66,054		Mar 09 10:44 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 04 '26	Sale	112.39	19,900	2,236,565	52,260,800	Mar 06 04:15 PM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 03 '26	Sale	112.13	19,300	2,164,062	52,280,700	Mar 05 04:15 PM
JAMES TODD DANIELS	OFFICER	Mar 03 '26	Proposed Sale	112.50	30,652	3,448,350		Mar 03 02:53 PM
BEAVER STEVEN KENT	EVP, CFO Aflac Japan	Feb 20 '26	Sale	113.58	7,387	839,015	40,526	Feb 24 04:42 PM
BEAVER STEVEN KENT	Officer	Feb 20 '26	Proposed Sale	113.58	7,387	838,991		Feb 20 03:27 PM
Broden Max	Sr. EVP, CFO	Feb 06 '26	Sale	117.67	13,000	1,529,645	122,062	Feb 10 09:23 AM
Broden Max	Officer	Feb 06 '26	Proposed Sale	117.67	13,000	1,529,646		Feb 06 01:45 PM
BEAVER STEVEN KENT	EVP, CFO Aflac Japan	Dec 12 '25	Sale	109.53	5,492	601,520	38,368	Dec 16 09:29 AM
BEAVER STEVEN KENT	Officer	Dec 12 '25	Proposed Sale	109.45	5,492	601,099		Dec 12 11:49 AM
BEAVER STEVEN KENT	EVP, CFO Aflac Japan	Dec 05 '25	Option Exercise	28.96	3,452	99,987	47,312	Dec 09 09:28 AM
BEAVER STEVEN KENT	EVP, CFO Aflac Japan	Dec 05 '25	Sale	109.26	3,452	377,166	43,860	Dec 09 09:28 AM
BEAVER STEVEN KENT	Officer	Dec 05 '25	Proposed Sale	109.26	3,452	377,166		Dec 05 04:33 PM
TILLMAN AUDREY B	Sr. Executive Vice President	Nov 18 '25	Option Exercise	28.96	15,862	459,443	246,550	Nov 20 09:26 AM
TILLMAN AUDREY B	Sr. Executive Vice President	Nov 18 '25	Sale	112.00	15,862	1,776,544	230,688	Nov 20 09:26 AM
MOSKOWITZ JOSEPH L	Director	Nov 17 '25	Option Exercise	44.59	2,000	89,180	25,615	Nov 19 09:24 AM
MOSKOWITZ JOSEPH L	Director	Nov 17 '25	Sale	113.75	786	89,404	24,829	Nov 19 09:24 AM
TILLMAN AUDREY B	Sr. Executive Vice President	Nov 14 '25	Option Exercise	28.96	3,452	99,987	234,140	Nov 18 04:20 PM
TILLMAN AUDREY B	Sr. Executive Vice President	Nov 14 '25	Sale	115.10	3,452	397,325	230,688	Nov 18 04:20 PM
TILLMAN AUDREY B	Officer	Nov 18 '25	Proposed Sale	112.00	15,862	1,776,544		Nov 18 11:24 AM
MOSKOWITZ JOSEPH L	Director	Nov 17 '25	Proposed Sale	113.75	786	89,404		Nov 17 11:20 AM
TILLMAN AUDREY B	Officer	Nov 14 '25	Proposed Sale	115.10	3,452	397,325		Nov 14 09:57 AM
Broden Max	Sr. EVP, CFO	Nov 10 '25	Option Exercise	38.76	4,668	180,908	135,021	Nov 12 05:27 PM
MOSKOWITZ JOSEPH L	Director	Nov 07 '25	Sale	114.00	1,000	114,000	23,615	Nov 12 09:18 AM
Simard Frederic Jean Guy	EVP, COO & CFO, Aflac U.S.	Nov 06 '25	Sale	112.50	1,722	193,725	1,364	Nov 10 08:06 AM
MOSKOWITZ JOSEPH L	Director	Nov 07 '25	Proposed Sale	114.00	1,000	114,000		Nov 07 09:46 AM
Simard Frederic Jean Guy	Officer	Nov 06 '25	Proposed Sale	112.50	1,722	193,725		Nov 06 03:33 PM
MOSKOWITZ JOSEPH L	Director	Aug 08 '25	Sale	102.57	1,000	102,570	25,105	Aug 12 09:20 AM
MOSKOWITZ JOSEPH L	Director	Aug 08 '25	Proposed Sale	102.57	1,000	102,570		Aug 08 10:09 AM
Koide Masatoshi	Pres. and Rep. Director, ALIJ	May 20 '25	Sale	105.59	37,000	3,906,941	70,992	May 22 09:19 AM
Koide Masatoshi	Officer	May 20 '25	Proposed Sale	106.35	37,000	3,934,950		May 20 03:52 PM
Collins Arthur Reginald	Director	May 15 '25	Sale	105.70	2,750	290,689	6,728	May 19 09:24 AM
ARTHUR REGINALD COLLINS	Board Member	May 15 '25	Proposed Sale	105.78	2,750	290,895		May 15 07:39 PM
KENNY THOMAS J	Director	May 09 '25	Sale	106.34	7,168	762,238	12,954	May 13 04:39 PM
MOSKOWITZ JOSEPH L	Director	May 08 '25	Sale	106.79	1,000	106,790	26,096	May 12 09:22 AM
KENNY THOMAS J	Director	May 09 '25	Proposed Sale	106.33	7,168	762,187		May 09 01:37 PM
MOSKOWITZ JOSEPH L	Director	May 08 '25	Proposed Sale	106.79	1,000	106,790		May 08 09:39 AM

Open in Screener

MCD

McDonald's Corp

Apr 13 • 04:00PM ET

304.51

-1.17 -0.38 %

Consumer Cyclical • Restaurants • USA • NYSE

Peers: YUM WEN QSR DRI JACK EAT SBUX CMG SHAK

| Held by: VTI VOO IVV VUG SPY DIA VIG VYM XLY JEPI

Index	DJIA, S&P 500	P/E	25.48	EPS (ttm)	11.95	Insider Own	0.05%	Shs Outstand	710.60M	Perf Week	-1.69%
Market Cap	216.32B	Forward P/E	21.17	EPS next Y	14.38	Insider Trans	-25.00%	Shs Float	710.07M	Perf Month	-5.99%
Enterprise Value	270.36B	PEG	2.57	EPS next Q	2.76	Inst Own	74.75%	Short Float	1.29%	Perf Quarter	-0.91%
Income	8.56B	P/S	8.05	EPS this Y	8.37%	Inst Trans	0.58%	Short Ratio	2.80	Perf Half Y	3.64%
Sales	26.89B	P/B	-	EPS next Y	8.78%	ROA	14.93%	Short Interest	9.15M	Perf YTD	-0.37%
Book/sh	-2.52	P/C	279.49	EPS next 5Y	8.23%	ROE	-	52W High	341.75 -10.90%	Perf Year	-1.74%
Cash/sh	1.09	P/FCF	30.10	EPS past 3/5Y	12.78% 13.64%	ROIC	16.36%	52W Low	283.47 7.42%	Perf 3Y	5.34%
Dividend Est.	7.50 (2.46%)	EV/EBITDA	18.53	Sales past 3/5Y	5.06% 6.96%	Gross Margin	57.29%	Volatility	1.80% 1.64%	Perf 5Y	31.64%
Dividend TTM	7.26 (2.38%)	EV/Sales	10.06	EPS Y/Y TTM	4.85%	Oper. Margin	46.10%	ATR (14)	5.34	Perf 10Y	139.98%
Dividend Ex-Date	Mar 03, 2026	Quick Ratio	0.94	Sales Y/Y TTM	3.72%	Profit Margin	31.85%	RSI (14)	37.83	Recom	2.11
Dividend Gr. 3/5Y	8.20% 7.30%	Current Ratio	0.95	EPS Q/Q	8.11%	SMA20	-1.85%	Beta	0.51	Target Price	346.81
Payout	59.99%	Debt/Eq	-	Sales Q/Q	9.72%	SMA50	-5.10%	Rel Volume	0.88	Prev Close	305.68
Employees	150000	LT Debt/Eq	-	Earnings	May 07 AMC	SMA200	-1.52%	Avg Volume	3.26M	Price	304.51
IPO	Jul 05, 1966	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.43% 2.50%	Trades		Volume	2,868,673	Change	-0.38%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-18-26	Upgrade	Erste Group	Hold → Buy
Feb-13-26	Upgrade	Argus	Hold → Buy
Feb-02-26	Upgrade	BTIG Research	Neutral → Buy	$360
Jan-07-26	Upgrade	Oppenheimer	Perform → Outperform	$355
Oct-28-25	Initiated	Mizuho	Neutral	$300
Oct-22-25	Reiterated	Barclays	Overweight	$360 → $362
Oct-09-25	Initiated	RBC Capital Mkts	Sector Perform	$320
Jul-14-25	Initiated	Melius	Sell	$250
Jul-10-25	Upgrade	Goldman	Neutral → Buy	$345
Jun-13-25	Downgrade	Argus	Buy → Hold
Jun-10-25	Downgrade	Redburn Atlantic	Buy → Sell	$260
Jun-09-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$324
Jun-06-25	Downgrade	Loop Capital	Buy → Hold	$315
May-06-25	Downgrade	Northcoast	Buy → Neutral
Mar-27-25	Reiterated	KeyBanc Capital Markets	Overweight	$335 → $340
Jan-10-25	Upgrade	Citigroup	Neutral → Buy	$311 → $334
Oct-23-24	Downgrade	Robert W. Baird	Outperform → Neutral	$320 → $290
Oct-23-24	Downgrade	Guggenheim	Buy → Neutral	$290 → $285
Oct-15-24	Reiterated	Truist	Buy	$295 → $350
Oct-08-24	Upgrade	Argus	Hold → Buy

Show Previous Ratings

Today 02:22PM	McDonald's is rolling out refreshers and crafted sodas to all U.S. locations (Quartz)
02:20PM	McDonald's Expands Beverage Menu With Energy Drinks (GuruFocus.com)
02:09PM	Squawk Pod: A blockade begins & dirty soda heads to the Golden Arches - 04/13/26 Audio Only (CNBC TV)
01:40PM	Suit filed against McDonalds by Black former execs will head to trial as political winds surrounding DEI shift (Chicago Tribune)
11:56AM	McDonald's Wants to Sell More Beverages. Here's Why It Matters. (Barrons.com)
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11:07AM	McDonald's Beverage Push Tests New Growth Lever (GuruFocus.com)
11:00AM	Conagra Brands finds new CEO, McDonald's to add energy drinks to menus (Yahoo Finance Video)
03:15AM	Starbucks upgraded at Jefferies on improved turnaround visibility (Investing.com)
Apr-12-26 10:16PM	McDonald's to Add Energy Drinks, Crafted Sodas to Menus (The Wall Street Journal)
Apr-11-26 06:10AM	Chinese investment in Brazil pivots from power dams to ice cream, courting consumers (Reuters)
Apr-10-26 04:31PM	Why Alphabet is a 'really misunderstood story' for investors (Yahoo Finance Video)
Apr-09-26 12:00PM	Does Amazon really have more growth avenues than McDonald's? (Yahoo Finance Video)
Apr-08-26 08:00AM	Is The 10% Correction Level an Arbitrary Point for Stocks? (Schaeffer's Research)
05:30AM	The Economic Divide Behind That McDonald's CEO Viral Video (The Wall Street Journal)
Apr-06-26 11:54AM	McDonald's is getting eaten alive by revamped Burger King Whopper (Yahoo Finance)
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11:18AM	McDonald's CEO Responds to the Viral Big Arch Backlash (The Wall Street Journal)
Apr-03-26 09:30AM	Alphabet vs. Tesla: This stock is just an 'immense cash flow machine' (Yahoo Finance Video)
09:16AM	Starbucks, Red Lobster, McDonald's (Nation's Restaurant News)
08:00AM	Yahoo Finance goes 'undercover' at McDonald's and works a shift (Yahoo Finance Video)
Apr-02-26 05:08PM	McDonald's enters 'new era of value' with these meal deals (Yahoo Finance Video)
11:45AM	Amazon vs. JPMorgan: Which stock would 'thrive' in economic slowdown? (Yahoo Finance Video)
07:57AM	McDonald's tries a simpler approach with its new McValue menu (Associated Press)
Apr-01-26 08:00PM	Can McDonald's Tap a $100B Beverage Opportunity in 2026? (Quartz)
03:12PM	Shake Shack Leans on Loyalty Program and Tech to Drive Growth (Barrons.com)
05:04AM	McDonalds creates US COO role (Restaurant Dive)
Mar-31-26 12:01AM	Beautys Power Shift: Estée Lauder-Puig Merger Talks Could Ignite Industry Shake-up (WWD)
Mar-30-26 02:29PM	Most people have already gotten their tax refunds. That's bad news for restaurants and retailers. (MarketWatch)
Mar-29-26 03:09PM	McDonald's Hitches on to 'KPop Demon Hunters' Golden Moment (Barrons.com)
03:54AM	Iran war is having negative effects on both restaurant demand and supply, analyst (Investing.com)
Mar-27-26 04:08PM	McDonald's Gains $18M Viral Buzz, Traffic Rises Just 2.2% (GuruFocus.com)
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09:16AM	Gas price spike is eating up fast food sales: Chart (Yahoo Finance)
05:30AM	Circana: Value and flavor propel Chilis and Wingstops growth (Restaurant Dive)
Mar-26-26 02:18PM	McDonald's names design and developmnt head (Chain Store Age)
01:24PM	Why this portfolio manager prefers McDonald's stock over Nvidia (Yahoo Finance Video)
11:05AM	McDonald's promotes Tabassum Zalotrawala to oversee global development (Nation's Restaurant News)
Mar-25-26 05:59PM	Gonna be golden: These 'KPop Demon Hunters' meals could make McDonald's $100 million in just the first few days (MarketWatch)
08:00AM	Can Hedging Really Support a Struggling Market? (Schaeffer's Research)
Mar-24-26 04:43PM	So Much Meat, So Little Time: Fast-Food Chains Say the Limited-Time Offer May Have Lost Sizzle (Investopedia)
09:37AM	McDonald's Big Arch, DoorDash gas prices, Little Caesars menu (Nation's Restaurant News)
Mar-23-26 02:39PM	McDonald's Big Arch provides a modest traffic bump (Nation's Restaurant News)
10:59AM	Market's winners & losers last week: Why these 2 sectors stand out (Yahoo Finance Video)
06:49AM	McDonalds Big Arch Burger drives only mild traffic boost (Restaurant Dive)
Mar-21-26 12:30PM	The Cost Of McDonald's First Happy Meal Deal May Not Be What You'd Expect (Money Digest)
Mar-20-26 12:00PM	Fast Food Chains Rush to Offer Discounts Even as Beef Prices Soar (The Wall Street Journal)
11:54AM	Arcos Dorados Q4 revenue grows, though profit slips on charges (Verdict Food Service)
Mar-19-26 02:09PM	Will Costco's famous hot dog combo stay at $1.50? CEO tells all (USA TODAY)
02:09PM	Will Costco hike the price of hot dogs? You'll relish the CEO's answer (USA TODAY)
12:00PM	Market Madness: Why JPMorgan, McDonald's are slam dunk stock picks (Yahoo Finance Video)
07:23AM	These 6 restaurant chains will close hundreds of units this year (Restaurant Dive)
Mar-18-26 11:09AM	Jack Schlossberg has a warning for Americas CEOs: youre living in my world now (Fortune)
08:08AM	How Can Investors Proceed When There Are No 'Cheap' Options? (Schaeffer's Research)
Mar-17-26 03:54PM	The spike in gas prices might affect Olive Garden sales, but not in the way you'd expect (MarketWatch)
03:26PM	McDonalds newest $3 value menu is sounding an alarm about Americas K-shaped economy (Fortune)
Mar-16-26 12:32PM	McDonald's Stock Price Targets Are Higher - Shorting MCD Puts Works Here (Barchart)
08:05AM	Q4 2025s restaurant winners and loses (Restaurant Dive)
Mar-14-26 07:15AM	Has Chipotle lost its damn mind? As takeout prices soar, diners pull back. Heres how to cut spending (Moneywise)
Mar-13-26 03:54PM	Rising gas prices could offset any tax refunds for US consumers (Yahoo Finance Video)
02:30PM	McDonald's Expands Value Menu With $3 Items (GuruFocus.com)
10:20AM	McDonald's cuts prices to $3 and under with new breakfast deals (Quartz)
Mar-12-26 01:00PM	McDonald's Plans New $3 Menu, in Latest Bid to Win Customers With Better Deals (Investopedia)
12:16PM	McDonalds reportedly eyes $3 or less value platform (Restaurant Dive)
Mar-11-26 03:38PM	McDonald's Expands Value Menu With $3 Items (GuruFocus.com)
03:00PM	McDonald's is cutting prices again this time to $3 and under (Quartz)
02:53PM	McDonald's will cut prices again to $3 in fast food value fight (Quartz)
12:00PM	McDonald's Preps New Discounts to Feed Budget-Minded Diners for $3 or Less (The Wall Street Journal)
11:11AM	Binance founder Changpeng Zhao net worth surpasses Bill Gates: Forbes (Blockspace)
Mar-10-26 01:24PM	Should You Hold on to DASH Stock Despite Its 32% Plunge in Six Months? (Zacks)
11:21AM	Is Yum! Brands Stock Underperforming the Dow? (Barchart)
10:12AM	Will McDonald's 210M Loyalty Users Fuel Long-Term Growth? (Zacks)
07:06AM	Trump Soothes Market's Iran Fears. Why the Threat's Not Over for Stocks, Oil. (Barrons.com)
04:36AM	Tigress Financial Lifts PT on McDonald's Corporation (MCD) to $385 From $360 - Here's Why (Insider Monkey)
Mar-09-26 01:17PM	McDonalds offers customers free meal in exchange for this one thing (TheStreet)
09:33AM	Dutch Bros Expands Food Program: Can it Lift Ticket and Traffic? (Zacks)
08:33AM	The Zacks Analyst Blog Starbucks, McDonald's and Dutch Bros (Zacks)
06:25AM	Burger King names 2 new agencies following viral Whopper bite moment (Marketing Dive)
Mar-08-26 10:16PM	McDonald's Real Risk From $150 Oil Has Nothing to Do With Costs (24/7 Wall St.)
07:05PM	Activist Starboard Takes Big Stake in French-Fry Maker Lamb Weston (The Wall Street Journal)
01:07PM	30-year-old chain closing all 28 restaurants in April (TheStreet)
12:03PM	McDonalds shuts down wild burger rumor (TheStreet)
Mar-07-26 02:37PM	McDonald's Big Arch burger viral video has added at least $18 million brand value to the chain (MarketWatch)
06:01AM	Wendy's Offers 'A Job AI Can't Steal'- Could You Be Their $100K Chief Tasting Officer? (Benzinga)
Mar-06-26 07:00PM	The Burger King President Who Took a Bite Out of McDonald's (The Wall Street Journal)
03:22PM	McDonald's showcases employees in reality TV-inspired campaign (Nation's Restaurant News)
12:59PM	NYSE fined $9 million by SEC over glitch that disrupted stock market (Reuters)
12:04PM	These Dividend Stocks Are Almost Guaranteed to Keep Raising Their Payouts (24/7 Wall St.)
11:36AM	Starbucks' Traffic Trends Improve: Is the Recovery Taking Shape? (Zacks)
08:02AM	Dividend Aristocrats in a Shaky Market: KO, PG, JNJ, and 2 Others Built to Last (24/7 Wall St.)
06:00AM	Wary Shoppers Drag Consumer Discretionary Earnings to 2020 Low (Bloomberg)
05:40AM	Capgemini and McDonalds extend technology partnership for five years (Verdict Food Service)
Mar-05-26 11:34PM	1 Unpopular Stock That Deserves Some Love and 2 We Ignore (StockStory)
06:07PM	McDonald's revives two popular collaborations in new Happy Meal (TheStreet)
05:20PM	Big Arch kicks off new big-ticket burger war among fast-food chains (USA TODAY)
01:45PM	AI Stocks: The HALO Trade As A Hedge Against The AI Sell-Off (Investor's Business Daily)
10:40AM	Where's the beef? Fast food rivals challenge McDonald's to burger battle (Yahoo Finance Video)
09:35AM	McDonald's Targets 50K Restaurants by 2027: Is Expansion the Key? (Zacks)
Mar-04-26 02:42PM	The 13-Second Video That Supercharged the McDonald's-Burger King Rivalry (The Wall Street Journal)
05:26AM	McDonalds to invest 150m in Ireland to open 25 new outlets (Verdict Food Service)
Mar-03-26 03:13PM	Taco Bell expands menu to change how you order (TheStreet)
01:00PM	Dow Jones Restaurant Giant McDonald's, Alcoa In Or Near Buy Zones Amid Stock Market Sell-Off (Investor's Business Daily)
09:10AM	Can Dutch Bros Navigate Front-Loaded Cost Pressure in 2026? (Zacks)

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald's system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Erlinger Joseph M.	President, McDonald's USA	Apr 10 '26	Option Exercise	157.79	2,626	414,357	11,026	Apr 13 11:58 AM
Erlinger Joseph M.	President, McDonald's USA	Apr 10 '26	Sale	307.00	2,626	806,182	8,400	Apr 13 11:58 AM
JOSEPH ERLINGER	Officer	Apr 10 '26	Proposed Sale	309.55	2,626	812,878		Apr 10 04:34 PM
Erlinger Joseph M.	President, McDonald's USA	Mar 23 '26	Sale	313.47	333	104,386	8,400	Mar 24 02:37 PM
JOSEPH ERLINGER	Officer	Mar 23 '26	Proposed Sale	308.85	333	102,847		Mar 23 04:36 PM
Baroni Dario	President, IDL	Mar 18 '26	Sale	323.77	600	194,262	1,063	Mar 19 03:58 PM
DARIO BARONI	Officer	Mar 18 '26	Proposed Sale	326.30	600	195,780		Mar 18 04:30 PM
Erlinger Joseph M.	President, McDonald's USA	Mar 10 '26	Option Exercise	157.79	2,626	414,357	11,359	Mar 11 12:48 PM
Erlinger Joseph M.	President, McDonald's USA	Mar 10 '26	Sale	328.34	2,626	862,221	8,733	Mar 11 12:48 PM
JOSEPH ERLINGER	Officer	Mar 10 '26	Proposed Sale	330.80	2,626	868,681		Mar 10 04:35 PM
Erlinger Joseph M.	President, McDonald's USA	Feb 23 '26	Sale	330.43	333	110,033	8,733	Feb 25 11:43 AM
Banner Jonathan	EVP - Chief Impact Officer	Feb 23 '26	Option Exercise	266.20	4,600	1,224,520	6,891	Feb 25 11:43 AM
Banner Jonathan	EVP - Chief Impact Officer	Feb 23 '26	Sale	333.29	6,201	2,066,596	2,291	Feb 25 11:43 AM
JOSEPH ERLINGER	Officer	Feb 23 '26	Proposed Sale	329.23	333	109,634		Feb 23 04:29 PM
Steijaert Manuel JM	EVP - President, IOM	Feb 13 '26	Option Exercise	0.00	3,509	0	8,115	Feb 17 07:49 PM
Rice Brian S	EVP-Global Chief Info. Officer	Feb 13 '26	Option Exercise	0.00	2,790	0	2,790	Feb 17 07:49 PM
Ralls-Morrison Desiree	EVP, Chief Legal Officer	Feb 13 '26	Option Exercise	0.00	4,146	0	10,414	Feb 17 07:48 PM
McDonald Gillian	EVP, Global Rest. Exp. Ofc.	Feb 13 '26	Option Exercise	0.00	6,778	0	8,878	Feb 17 07:48 PM
Kempczinski Christopher J	Chairman and CEO	Feb 12 '26	Option Exercise	128.09	26,277	3,365,821	49,177	Feb 17 07:47 PM
Kempczinski Christopher J	Chairman and CEO	Feb 13 '26	Option Exercise	71.60	47,004	3,365,693	49,176	Feb 17 07:47 PM
Kempczinski Christopher J	Chairman and CEO	Feb 13 '26	Sale	333.54	26,276	8,764,097	22,900	Feb 17 07:47 PM
Kempczinski Christopher J	Chairman and CEO	Feb 12 '26	Sale	331.35	26,277	8,706,884	22,900	Feb 17 07:47 PM
Flatley Edith Morgan	EVP - Global CMO	Feb 12 '26	Option Exercise	157.79	4,692	740,351	10,892	Feb 17 07:47 PM
Flatley Edith Morgan	EVP - Global CMO	Feb 13 '26	Option Exercise	0.00	1,994	0	8,194	Feb 17 07:47 PM
Flatley Edith Morgan	EVP - Global CMO	Feb 12 '26	Sale	331.00	4,692	1,553,052	6,200	Feb 17 07:47 PM
Erlinger Joseph M.	President, McDonald's USA	Feb 13 '26	Option Exercise	0.00	5,980	0	11,378	Feb 17 07:46 PM
Boyd Tiffanie L.	EVP - Chief People Officer	Feb 13 '26	Option Exercise	0.00	2,347	0	9,238	Feb 17 07:45 PM
Borden Ian Frederick	EVP - CFO	Feb 13 '26	Option Exercise	0.00	6,379	0	32,732	Feb 17 07:44 PM
Baroni Dario	President, IDL	Feb 13 '26	Option Exercise	0.00	3,009	0	2,015	Feb 17 07:43 PM
Banner Jonathan	EVP - Chief Impact Officer	Feb 13 '26	Option Exercise	0.00	7,495	0	5,656	Feb 17 07:42 PM
CHRISTOPHER KEMPCZINSKI	Director	Feb 13 '26	Proposed Sale	332.08	26,276	8,725,734		Feb 13 04:29 PM
CHRISTOPHER KEMPCZINSKI	Director	Feb 12 '26	Proposed Sale	323.21	26,277	8,492,989		Feb 12 04:30 PM
Erlinger Joseph M.	President, McDonald's USA	Feb 10 '26	Option Exercise	157.79	2,626	414,357	8,024	Feb 11 03:53 PM
Erlinger Joseph M.	President, McDonald's USA	Feb 10 '26	Sale	325.25	2,626	854,106	5,398	Feb 11 03:53 PM
JOSEPH ERLINGER	Officer	Feb 10 '26	Proposed Sale	325.60	2,626	855,026		Feb 10 04:30 PM
Erlinger Joseph M.	President, McDonald's USA	Jan 12 '26	Option Exercise	157.79	2,626	414,357	8,024	Jan 13 01:19 PM
Erlinger Joseph M.	President, McDonald's USA	Jan 12 '26	Sale	306.58	2,626	805,079	5,398	Jan 13 01:19 PM
JOSEPH ERLINGER	Officer	Jan 12 '26	Proposed Sale	307.32	2,626	807,022		Jan 12 04:26 PM
Ralls-Morrison Desiree	EVP, Chief Legal Officer	Dec 16 '25	Sale	320.00	2,486	795,520	6,268	Dec 18 12:15 PM
Flatley Edith Morgan	EVP - Global CMO	Dec 12 '25	Sale	315.00	658	207,270	6,200	Dec 15 03:27 PM
Steijaert Manuel JM	EVP - President, IOM	Dec 01 '25	Option Exercise	266.20	6,567	1,748,135	11,173	Dec 02 10:59 AM
Steijaert Manuel JM	EVP - President, IOM	Dec 01 '25	Sale	305.50	6,567	2,006,218	4,606	Dec 02 10:59 AM
Manu Steijaert	Officer	Dec 01 '25	Proposed Sale	311.82	6,567	2,047,722		Dec 01 04:37 PM
Borden Ian Frederick	EVP - CFO	Nov 21 '25	Option Exercise	116.73	17,134	2,000,052	43,487	Nov 21 07:33 PM
Borden Ian Frederick	EVP - CFO	Nov 21 '25	Sale	310.00	17,134	5,311,540	26,353	Nov 21 07:33 PM
IAN BORDEN	Officer	Nov 21 '25	Proposed Sale	304.16	17,134	5,211,477		Nov 21 04:47 PM
Erlinger Joseph M.	President, McDonald's USA	Nov 14 '25	Sale	305.82	3,195	977,095	6,088	Nov 18 09:46 AM
JOSEPH ERLINGER	Officer	Nov 14 '25	Proposed Sale	305.82	3,195	977,095		Nov 14 04:23 PM
Steijaert Manuel JM	EVP - President, IOM	Nov 05 '25	Option Exercise	256.86	13,134	3,373,538	17,740	Nov 07 12:08 PM
Steijaert Manuel JM	EVP - President, IOM	Nov 05 '25	Sale	300.42	13,134	3,945,716	4,606	Nov 07 12:08 PM
Manu Steijaert	Officer	Nov 05 '25	Proposed Sale	299.21	13,134	3,929,824		Nov 05 04:20 PM
Flatley Edith Morgan	EVP - Global CMO	Sep 02 '25	Sale	315.00	1,000	315,000	6,858	Sep 02 06:12 PM
Rice Brian S	EVP-Global Chief Info. Officer	Aug 31 '25	Option Exercise	0.00	5,902	0	10,966	Sep 02 06:08 PM
Flatley Edith Morgan	EVP - Global CMO	Aug 20 '25	Option Exercise	157.79	4,692	740,351	12,574	Aug 20 03:54 PM
Flatley Edith Morgan	EVP - Global CMO	Aug 20 '25	Sale	315.00	4,716	1,485,540	7,858	Aug 20 03:54 PM
Banner Jonathan	EVP - Chief Impact Officer	Aug 19 '25	Sale	310.00	1,000	310,000	99	Aug 19 08:55 PM
Boyd Tiffanie L.	EVP - Chief People Officer	Aug 11 '25	Option Exercise	0.00	3,100	0	8,664	Aug 13 04:11 PM
Elting Lauren B	VP - CAO and Corp Controller	Aug 07 '25	Option Exercise	0.00	1,014	0	1,014	Aug 12 07:52 PM
Ralls-Morrison Desiree	EVP, Chief Legal Officer	Aug 06 '25	Sale	310.00	2,487	770,970	8,754	Aug 06 04:43 PM
Flatley Edith Morgan	EVP - Global CMO	Aug 01 '25	Sale	303.50	976	296,216	7,882	Aug 04 03:06 PM
JOSEPH ERLINGER	Officer	Jul 23 '25	Proposed Sale	299.17	939	280,921		Jul 23 04:17 PM
Erlinger Joseph M.	President, McDonald's USA	Jul 23 '25	Sale	299.49	939	281,221	9,283	Jul 23 03:08 PM
Flatley Edith Morgan	EVP - Global CMO	Jul 10 '25	Sale	300.00	1,000	300,000	8,858	Jul 10 06:23 PM
Erlinger Joseph M.	President, McDonald's USA	Jun 23 '25	Sale	288.52	939	270,920	10,222	Jun 23 04:41 PM
JOSEPH ERLINGER	Officer	Jun 23 '25	Proposed Sale	287.46	939	269,925		Jun 23 04:26 PM
JOSEPH ERLINGER	Officer	May 23 '25	Proposed Sale	314.31	939	295,137		May 23 04:22 PM
Erlinger Joseph M.	President, McDonald's USA	May 23 '25	Sale	315.07	939	295,851	11,161	May 23 02:05 PM
Steijaert Manuel JM	EVP - President, IOM	May 20 '25	Option Exercise	253.39	6,000	1,520,340	10,606	May 22 03:43 PM
Steijaert Manuel JM	EVP - President, IOM	May 20 '25	Sale	319.66	6,000	1,917,960	4,606	May 22 03:43 PM
Steijaert Manuel JM	Officer	May 20 '25	Proposed Sale	321.33	6,000	1,927,960		May 20 05:55 PM
Erlinger Joseph M.	President, McDonald's USA	Apr 23 '25	Sale	318.50	939	299,072	12,100	Apr 23 04:32 PM
JOSEPH ERLINGER	Officer	Apr 23 '25	Proposed Sale	319.08	939	299,616		Apr 23 04:21 PM

CWAN Clearwater Analytics Holdings Inc daily Stock Chart

Peers: BL ORCL ENV WK BR ADBE SAP FIS JPM XYZ

| Held by: VTI IWM VB VGT VBK VXF IWO SCHA VTWO IGV

Index	RUT	P/E	-	EPS (ttm)	-0.14	Insider Own	4.38%	Shs Outstand	291.43M	Perf Week	0.38%
Market Cap	7.16B	Forward P/E	27.29	EPS next Y	0.88	Insider Trans	-8.69%	Shs Float	283.52M	Perf Month	3.89%
Enterprise Value	7.94B	PEG	0.99	EPS next Q	0.16	Inst Own	103.34%	Short Float	5.98%	Perf Quarter	-0.33%
Income	-39.12M	P/S	9.79	EPS this Y	29.50%	Inst Trans	8.50%	Short Ratio	1.81	Perf Half Y	33.98%
Sales	731.37M	P/B	3.47	EPS next Y	26.01%	ROA	-1.86%	Short Interest	16.96M	Perf YTD	-0.29%
Book/sh	6.94	P/C	78.44	EPS next 5Y	27.59%	ROE	-2.58%	52W High	25.07 -4.06%	Perf Year	4.25%
Cash/sh	0.31	P/FCF	43.56	EPS past 3/5Y	-49.38% 5.26%	ROIC	-1.37%	52W Low	15.73 52.84%	Perf 3Y	51.45%
Dividend Est.	-	EV/EBITDA	69.84	Sales past 3/5Y	34.08% 29.19%	Gross Margin	67.29%	Volatility	0.51% 0.74%	Perf 5Y	-
Dividend TTM	-	EV/Sales	10.85	EPS Y/Y TTM	-107.26%	Oper. Margin	3.84%	ATR (14)	0.18	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.80	Sales Y/Y TTM	61.88%	Profit Margin	-5.35%	RSI (14)	66.97	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.80	EPS Q/Q	-102.57%	SMA20	1.81%	Beta	0.63	Target Price	24.55
Payout	-	Debt/Eq	0.43	Sales Q/Q	71.95%	SMA50	2.25%	Rel Volume	0.31	Prev Close	24.00
Employees	3000	LT Debt/Eq	0.41	Earnings	Feb 18 AMC	SMA200	12.37%	Avg Volume	9.36M	Price	24.05
IPO	Sep 24, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.94% 0.35%	Trades		Volume	2,881,718	Change	0.21%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-26-26	Downgrade	UBS	Buy → Neutral	$24.55
Jan-16-26	Downgrade	DA Davidson	Buy → Neutral	$24.55
Dec-22-25	Downgrade	William Blair	Outperform → Mkt Perform
Dec-22-25	Downgrade	Oppenheimer	Outperform → Perform
Aug-12-25	Upgrade	Goldman	Neutral → Buy	$27
Jun-24-25	Resumed	Piper Sandler	Overweight	$27
May-19-25	Resumed	Goldman	Neutral	$26
Apr-25-25	Resumed	JP Morgan	Overweight	$28
Feb-20-25	Upgrade	Piper Sandler	Neutral → Overweight	$28 → $36
Jan-17-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$30 → $34
Jan-14-25	Upgrade	DA Davidson	Neutral → Buy	$35 → $32
Nov-08-24	Downgrade	DA Davidson	Buy → Neutral	$31 → $35
Nov-07-24	Upgrade	JP Morgan	Neutral → Overweight	$23 → $33
Aug-19-24	Initiated	Citigroup	Buy	$28
Jul-08-24	Upgrade	Oppenheimer	Perform → Outperform	$25
Feb-29-24	Downgrade	JP Morgan	Overweight → Neutral	$24 → $22
Nov-07-23	Initiated	UBS	Buy	$24
Sep-25-23	Upgrade	Loop Capital	Hold → Buy	$20 → $25
Apr-10-23	Initiated	MoffettNathanson	Outperform	$19.50
Jan-12-23	Downgrade	Oppenheimer	Outperform → Perform

Show Previous Ratings

Apr-10-26 01:41PM	Are OMEX, PEN, SNCY, CWAN Obtaining Fair Deals for their Shareholders? (PR Newswire)
Apr-07-26 08:00AM	CRITICAL CWAN BUYOUT UPDATE: Kaskela Law Reminds Investors That They Have a Limited Time to Preserve Their Legal Rights and Options with Respect to the Looming $24.55 Per Share Stockholder Buyout (Newsfile)
Mar-31-26 11:20AM	Are ALGT, SNCY, CWAN Obtaining Fair Deals for their Shareholders? (PR Newswire)
09:00AM	BarmeniaGothaer Modernizes Front-to-Back Investment Platform with Bloomberg and Clearwater Analytics (Business Wire)
Mar-16-26 10:00AM	Are EWCZ, CWAN, WBS Obtaining Fair Deals for their Shareholders? (PR Newswire)
02:27PM	Loading…
Mar-10-26 02:27PM	Are CWAN, SEM, GLDD Obtaining Fair Deals for their Shareholders? (PR Newswire)
09:00AM	Orange Investment Advisors Successfully Implements Clearwater Analytics to Modernize Front-to-Back Investment Operations (Business Wire)
Mar-06-26 04:02PM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
11:14AM	Are CCO, EWCZ, CWAN, GDOT Obtaining Fair Deals for their Shareholders? (PR Newswire)
Mar-05-26 03:28PM	RBC Capital Downgrades Clearwater Analytics Holdings, Inc. (CWAN) to Sector Perform and Lowers its Price Target to $24.55 (Insider Monkey)
Mar-04-26 12:18PM	Goldman Sachs BDC opens up on Clearwater deal process, rejigs software exposure (Pitchbook)
Mar-03-26 02:39AM	Are THR, NATL, KORE, CWAN Obtaining Fair Deals for their Shareholders? (PR Newswire)
Feb-26-26 11:31AM	Halper Sadeh LLC is Investigating Whether EWCZ, CWAN, BKKT are Obtaining Fair Deals for their Shareholders (PR Newswire)
Feb-24-26 06:21PM	Are EWCZ, KW, CWAN Obtaining Fair Deals for their Shareholders? (PR Newswire)
Feb-23-26 01:08PM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
01:01PM	Loading…
Feb-20-26 01:01PM	JPMorgan to Test Appetite for Software Debt With $5 Billion Deal (Bloomberg)
Feb-19-26 09:38AM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
09:30AM	Clearwater Analytics (CWAN) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
Feb-18-26 05:55PM	Clearwater Analytics (CWAN) Meets Q4 Earnings Estimates (Zacks)
05:00PM	Clearwater Analytics: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	CWAN Announces Fourth Quarter 2025 Financial Results (Business Wire)
Feb-17-26 07:17AM	Clearwater Analytics Holdings Inc (CWAN) Q4 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Feb-16-26 11:49AM	Are CTGO, FONR, CWAN Obtaining Fair Deals for their Shareholders? (PR Newswire)
09:15AM	Countdown to Clearwater Analytics (CWAN) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Feb-10-26 05:01AM	Big Investors Doubled Down on AI Stocks, Study Finds (The Wall Street Journal)
Feb-09-26 09:00AM	Clearwater Analytics Debuts Transparent Risk Platform for Power and Gas Markets at E-world 2026 (Business Wire)
Feb-05-26 09:00AM	Clearwater Analytics and TreasurySpring Announce Platform Integration for Fixed-Term Cash Management (Business Wire)
Feb-04-26 04:15PM	Clearwater Analytics to Announce Fourth Quarter and Full Year 2025 Financial Results on February 18, 2026 (Business Wire)
Feb-03-26 09:00AM	Generali Deutschland AG Selects Clearwater Analytics to Modernize and Scale Investment Operations Unit-Linked Fund Business (Business Wire)
08:40AM	Clearwater Analytics Holdings (CWAN) Rallied Following an Acquisition Announcement (Insider Monkey)
02:45PM	Loading…
Jan-29-26 02:45PM	Halper Sadeh LLC Encourages STEL, BKKT, FONR, CWAN Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
Jan-27-26 09:00AM	Clearwater Analytics Embeds AI into Beacon Risk Platform to Accelerate Model Validation and Exposure Analysis (Business Wire)
Jan-26-26 01:32PM	Halper Sadeh LLC Encourages FFWM, CWAN, FFIC Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
08:17AM	Here Are Mondays Top Wall Street Analyst Research Calls: Amazon.com, AppLovin, Cisco Systems, Cognizant Technology, Dutch Bros., Meta Platforms, Netflix, and More (24/7 Wall St.)
Jan-13-26 01:45AM	Halper Sadeh LLC Encourages CWAN, FFWM, CFLT Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
Jan-08-26 12:50PM	Halper Sadeh LLC Encourages CSGS, JHG, CWAN, ATXS Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
08:00AM	SHAREHOLDER NOTIFICATION: Kaskela Law LLC is Investigating the Fairness of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) Buyout Price and Encourages Investors to Contact the Firm to Protect their Rights (PR Newswire)
Dec-30-25 10:20AM	Halper Sadeh LLC Encourages DVAX, CWAN, DBRG Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
Dec-29-25 05:25AM	Clearwater (CWAN) Soars 8% on $8.4-Billion Merger (Insider Monkey)
Dec-26-25 07:35PM	The FTSE 100 Soared in 2025. Making the Case for 2026. (Barrons.com)
Dec-23-25 05:00PM	Clearwater Analytics downgraded to Neutral from Overweight at Piper Sandler (TipRanks)
09:33AM	Coty downgraded, Spruce Biosciences initiated: Wall Street's top analyst calls (The Fly)
08:13AM	Here Are Tuesdays Top Wall Street Analyst Research Calls: AMETEK, Coty, Janus Henderson, Levi Strauss, Pool Corporation, Southern Copper, and More (24/7 Wall St.)
05:34AM	Company News for Dec 23, 2025 (Zacks)
Dec-22-25 06:21PM	Halper Sadeh LLC Encourages CWAN and JGH Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire) +8.13%
04:46PM	Stocks to Watch Monday Recap: Tesla, Rocket Lab, UniFirst, Clearwater Analytics (The Wall Street Journal)
12:36PM	Stocks to Watch Monday: Tesla, Rocket Lab, UniFirst, Clearwater Analytics (The Wall Street Journal)
11:06AM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
10:09AM	These Stocks Are Moving the Most Today: Tesla, Warner Bros., Rocket Lab, DJT, Clearwater Analytics, Newmont, Micron, and More (Barrons.com)
09:47AM	Arcellx initiated, Cummins upgraded: Wall Street's top analyst calls (The Fly)
09:40AM	Stocks to Watch Monday: Tesla, Rocket Lab, Clearwater Analytics, UniFirst (The Wall Street Journal)
09:38AM	Paramount's new WBD bid, Nvidia & China, Clearwater to go private (Yahoo Finance Video)
08:28AM	5 Things to Know Before the Stock Market Opens (Investopedia)
08:25AM	Tesla, UniFirst, Clearwater jump premarket; Honeywell slips (Investing.com)
07:47AM	Tech Stocks Rally as Gold, Copper Hit Records: Markets Wrap (Bloomberg)
06:33AM	Markets Are Wary After AI, Tariff, Rate Fears. A Santa Rally Is in the Balance. (Barrons.com)
05:44AM	Premarket movers: Clearwater Analytics, Nebius, Agnico Eagle Mines (MarketWatch)
05:39AM	These Stocks Are Moving the Most Today: Tesla, EA, Rocket Lab, DJT, Strategy, Clearwater Analytics, and More (Barrons.com)
05:10AM	Clearwater Analytics Stock Surges After $8.4 Billion Take-Private Deal. What to Know. (Barrons.com)
04:56AM	Permira-Warburg Pincus led group to acquire Clearwater Analytics for $8.4bn (Verdict)
04:27AM	Clearwater Analytics went on a buying spree. Now it's getting bought in an $8.4 billion deal. (MarketWatch)
03:35AM	Stock Market Today: Dow, S&P 500 and Nasdaq open higher as tech rebound continues (MarketWatch)
Dec-21-25 07:47PM	Permira-, Warburg-Led Consortium to Acquire Clearwater Analytics in $8.4B Deal (The Wall Street Journal)
03:20PM	Clearwater Analytics Reaches $8.4 Billion Take-Private Deal (Barrons.com)
02:33PM	Clearwater Analytics to Be Acquired for $8.4 Billion by Permira and Warburg Pincus, Supported by Francisco Partners and With Participation From Temasek (Business Wire)
10:39AM	Permira, Warburg to buy Clearwater Analytics for $8.4 billion (Reuters)
08:56AM	Clearwater Analytics Holdings (CWAN): Activist Investor Wants Share Price Boost (Insider Monkey)
Dec-17-25 03:29PM	Clearwater (CWAN) Analytics Sees Optimism From Analysts (Insider Monkey)
Dec-12-25 01:45PM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
Dec-09-25 09:00AM	CWAN 2026 Outlook: Data-Driven Analysis Leveraging Institutional Assets Points to a Resilient U.S. Economy (Business Wire)
Dec-05-25 05:00PM	Clearwater Analytics Holdings, Inc. (CWAN): A Bull Case Theory (Insider Monkey)
Nov-21-25 05:02AM	DA Davidson Keeps Buy Rating on Clearwater Analytics (CWAN) Amid Takeover Interest (Insider Monkey)
Nov-18-25 06:49PM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
07:42AM	Here's Artisan Small Cap Fund's Views on Clearwater Analytics Holdings (CWAN) (Insider Monkey)
Nov-17-25 08:53AM	Netflix stock briefly showed a 90% decline. Don't worry, it's a stock split. (Yahoo Finance Video)
Nov-16-25 11:17AM	Clearwater (CWAN) Jumps 19% as Firms Eye Takeover (Insider Monkey)
Nov-14-25 08:07PM	Warburg, Permira in talks to buy Clearwater Analytics, source says (Reuters)
Nov-12-25 06:31PM	Why Clearwater Analytics Was Quite a Winner on Wednesday (Motley Fool) +7.55%
11:53AM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
10:55AM	Anthropic, Synopsys, Clearwater Analytics: Trending Tickers (Yahoo Finance Video)
09:00AM	CWAN Report: Insurance Industry's $2.7 Trillion Shift to Alternative Investments Creates Technology Gap (Business Wire)
07:00AM	Clearwater (CWAN) Soars 10% on Bargain-Hunting After 52-Week Low (Insider Monkey)
Nov-06-25 09:38AM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research) -8.20%
12:12AM	Clearwater Analytics Holdings Inc (CWAN) Q3 2025 Earnings Call Highlights: Record Revenue ... (GuruFocus.com)
Nov-05-25 06:25PM	Clearwater Analytics (CWAN) Q3 Earnings Lag Estimates (Zacks)
05:29PM	Clearwater Analytics: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	CWAN Reports 800+ AI Agents Now Available for Deployment Across $10 Trillion in Client Assets (Business Wire)
04:05PM	CWAN Announces Third Quarter 2025 Financial Results (Business Wire)
Nov-04-25 09:36AM	Oppenheimer Maintains a Buy Rating on Clearwater Analytics Holdings (CWAN) (Insider Monkey)
07:32AM	Clearwater Analytics Holdings Inc (CWAN) Q3 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-30-25 09:39PM	Morgan Stanley Maintains a Buy Rating on Clearwater Analytics Holdings (CWAN) Stock (Insider Monkey)
10:00AM	Affirm Holdings (AFRM) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-29-25 10:00AM	Clearwater Analytics (CWAN) Earnings Expected to Grow: Should You Buy? (Zacks) -5.83%
Oct-23-25 09:00AM	CWAN and J.P. Morgan Asset Management Launch Automated Cash Management Solution for Hedge Funds (Business Wire)
Oct-22-25 04:15PM	CWAN to Participate in Upcoming Investor Conferences in Fourth Quarter 2025 (Business Wire)
04:15PM	CWAN to Announce Third Quarter 2025 Financial Results on November 5, 2025 (Business Wire)
Oct-17-25 09:54PM	Clearwater Analytics (CWAN) Supports T. Rowe Price Operations (Insider Monkey) +5.40%
Oct-06-25 09:00AM	Clearwater Analytics Implemented by T. Rowe Price to Modernize Stable Value Operations (Business Wire)
Oct-03-25 04:47AM	Clearwater Analytics Holdings, Inc. (CWAN) Targets $2.5 Trillion Private Credit Market (Insider Monkey)
Oct-02-25 11:40AM	EGHT or CWAN: Which Is the Better Value Stock Right Now? (Zacks)

Clearwater Analytics Holdings, Inc. engages in the provision of web-based investment portfolio accounting, reporting, and reconciliation services. It operates through the United States and Rest of World geographical segments. Its products include automated data aggregation and validation, investment accounting, integrated reporting tools, a user-friendly solution, and business-specific tools. The company was founded in 2004 and is headquartered in Boise, ID.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Das Souvik	Chief Technology Officer	Apr 08 '26	Sale	24.01	10,000	240,120	200,109	Apr 13 08:31 AM
SOUVIK DAS	Officer	Apr 08 '26	Proposed Sale	23.92	10,000	239,200		Apr 08 04:35 PM
Erickson Scott Stanley	Chief Revenue Officer	Mar 31 '26	Option Exercise	0.00	35,279	0	173,909	Apr 02 04:52 PM
Erickson Scott Stanley	Chief Revenue Officer	Mar 31 '26	Sale	23.80	18,790	447,193	155,119	Apr 02 04:52 PM
Cox James S	Chief Financial Officer	Mar 31 '26	Option Exercise	0.00	37,936	0	507,050	Apr 02 04:52 PM
Cox James S	Chief Financial Officer	Mar 31 '26	Sale	23.80	21,631	514,807	485,419	Apr 02 04:52 PM
Das Souvik	Chief Technology Officer	Mar 31 '26	Option Exercise	0.00	27,663	0	224,795	Apr 02 04:49 PM
Das Souvik	Chief Technology Officer	Mar 31 '26	Sale	23.80	14,686	349,519	210,109	Apr 02 04:49 PM
Sethi Subi	Chief Client Officer	Mar 31 '26	Option Exercise	0.00	42,624	0	408,114	Apr 02 04:48 PM
Sethi Subi	Chief Client Officer	Mar 31 '26	Sale	23.80	19,858	472,610	388,256	Apr 02 04:48 PM
Sahai Sandeep	Chief Executive Officer	Mar 31 '26	Option Exercise	0.00	110,448	0	1,467,586	Apr 02 04:47 PM
Sahai Sandeep	Chief Executive Officer	Mar 31 '26	Sale	23.80	51,967	1,236,789	1,415,619	Apr 02 04:47 PM
Cox James S	Chief Financial Officer	Mar 16 '26	Option Exercise	4.40	37,235	163,834	511,349	Mar 17 06:36 PM
Cox James S	Chief Financial Officer	Mar 16 '26	Sale	23.33	18,700	436,355	469,114	Mar 17 06:36 PM
JAMES COX	Officer	Mar 16 '26	Proposed Sale	23.17	18,700	433,279		Mar 16 04:36 PM
Das Souvik	Chief Technology Officer	Mar 09 '26	Sale	23.37	10,000	233,730	197,132	Mar 10 05:49 PM
SOUVIK DAS	Officer	Mar 09 '26	Proposed Sale	23.45	10,000	234,500		Mar 09 04:37 PM
Sethi Subi	Chief Client Officer	Feb 18 '26	Option Exercise	0.00	164,998	0	442,179	Feb 20 06:11 PM
Sethi Subi	Chief Client Officer	Feb 18 '26	Sale	23.44	76,689	1,797,721	365,490	Feb 20 06:11 PM
Cox James S	Chief Financial Officer	Feb 18 '26	Option Exercise	0.00	177,347	0	568,044	Feb 20 06:11 PM
Cox James S	Chief Financial Officer	Feb 18 '26	Sale	23.44	93,930	2,201,879	474,114	Feb 20 06:11 PM
Sahai Sandeep	Chief Executive Officer	Feb 18 '26	Option Exercise	0.00	498,041	0	1,590,951	Feb 20 06:11 PM
Sahai Sandeep	Chief Executive Officer	Feb 18 '26	Sale	23.44	233,813	5,480,974	1,357,138	Feb 20 06:11 PM
Erickson Scott Stanley	Chief Revenue Officer	Feb 18 '26	Option Exercise	0.00	140,248	0	213,160	Feb 20 06:10 PM
Erickson Scott Stanley	Chief Revenue Officer	Feb 18 '26	Sale	23.44	74,530	1,747,110	138,630	Feb 20 06:10 PM
Das Souvik	Chief Technology Officer	Feb 18 '26	Option Exercise	0.00	167,750	0	295,980	Feb 20 06:10 PM
Das Souvik	Chief Technology Officer	Feb 18 '26	Sale	23.44	88,848	2,082,748	207,132	Feb 20 06:10 PM
Cox James S	Chief Financial Officer	Feb 17 '26	Option Exercise	4.40	34,501	151,804	430,198	Feb 18 06:41 PM
Cox James S	Chief Financial Officer	Feb 17 '26	Sale	22.96	18,700	429,405	390,697	Feb 18 06:41 PM
JAMES COX	Officer	Feb 17 '26	Proposed Sale	23.15	18,700	432,905		Feb 17 04:42 PM
Das Souvik	Chief Technology Officer	Feb 09 '26	Sale	23.89	10,000	238,875	128,230	Feb 09 06:52 PM
SOUVIK DAS	Officer	Feb 09 '26	Proposed Sale	23.85	10,000	238,500		Feb 09 04:31 PM
Cox James S	Chief Financial Officer	Jan 15 '26	Option Exercise	4.40	34,110	150,084	434,807	Jan 20 09:50 AM
Cox James S	Chief Financial Officer	Jan 15 '26	Sale	24.14	18,700	451,440	395,697	Jan 20 09:50 AM
JAMES COX	Officer	Jan 15 '26	Proposed Sale	24.14	18,700	451,418		Jan 15 04:23 PM
Das Souvik	Chief Technology Officer	Jan 08 '26	Sale	24.08	10,000	240,825	138,230	Jan 12 05:24 PM
SOUVIK DAS	Officer	Jan 08 '26	Proposed Sale	24.11	10,000	241,100		Jan 08 04:22 PM
Das Souvik	Chief Technology Officer	Jan 01 '26	Option Exercise	0.00	89,062	0	189,818	Jan 05 06:33 PM
Das Souvik	Chief Technology Officer	Jan 01 '26	Sale	24.09	41,594	1,002,103	148,224	Jan 05 06:33 PM
Cox James S	Chief Financial Officer	Jan 01 '26	Option Exercise	0.00	130,339	0	464,400	Jan 05 06:33 PM
Cox James S	Chief Financial Officer	Jan 01 '26	Sale	24.09	63,709	1,534,909	400,691	Jan 05 06:33 PM
Erickson Scott Stanley	Chief Revenue Officer	Jan 01 '26	Option Exercise	0.00	93,924	0	117,303	Jan 05 06:32 PM
Erickson Scott Stanley	Chief Revenue Officer	Jan 01 '26	Sale	24.09	44,386	1,069,370	72,917	Jan 05 06:32 PM
Sethi Subi	Chief Client Officer	Jan 01 '26	Option Exercise	0.00	67,575	0	302,835	Jan 05 06:32 PM
Sethi Subi	Chief Client Officer	Jan 01 '26	Sale	24.09	25,646	617,876	277,189	Jan 05 06:32 PM
Sahai Sandeep	Chief Executive Officer	Jan 01 '26	Option Exercise	0.00	295,318	0	1,227,053	Jan 05 06:30 PM
Sahai Sandeep	Chief Executive Officer	Jan 01 '26	Sale	24.09	134,130	3,231,527	1,092,923	Jan 05 06:30 PM
Cox James S	Chief Financial Officer	Dec 31 '25	Option Exercise	0.00	10,937	0	339,920	Jan 05 06:21 PM
Cox James S	Chief Financial Officer	Dec 31 '25	Sale	24.08	5,859	141,106	334,061	Jan 05 06:21 PM
Das Souvik	Chief Technology Officer	Dec 31 '25	Option Exercise	0.00	9,843	0	106,029	Jan 05 06:14 PM
Das Souvik	Chief Technology Officer	Dec 31 '25	Sale	24.08	5,273	126,993	100,756	Jan 05 06:14 PM
Sethi Subi	Chief Client Officer	Dec 31 '25	Option Exercise	0.00	15,624	0	242,604	Jan 05 06:14 PM
Sethi Subi	Chief Client Officer	Dec 31 '25	Sale	24.08	7,344	176,870	235,260	Jan 05 06:14 PM
Erickson Scott Stanley	Chief Revenue Officer	Dec 31 '25	Option Exercise	0.00	8,281	0	27,833	Jan 05 06:13 PM
Erickson Scott Stanley	Chief Revenue Officer	Dec 31 '25	Sale	24.08	4,454	107,268	23,379	Jan 05 06:13 PM
Sahai Sandeep	Chief Executive Officer	Dec 31 '25	Option Exercise	0.00	34,529	0	948,129	Jan 05 06:11 PM
Sahai Sandeep	Chief Executive Officer	Dec 31 '25	Sale	24.08	16,394	394,827	931,735	Jan 05 06:11 PM
WCAS XIII Associates LLC	Affiliate	Dec 22 '25	Proposed Sale	24.06	4,373,951	105,237,261		Dec 22 07:47 PM
Cox James S	Chief Financial Officer	Dec 17 '25	Option Exercise	4.40	18,857	82,971	347,840	Dec 18 09:35 AM
Cox James S	Chief Financial Officer	Dec 17 '25	Sale	22.00	7,425	163,350	328,983	Dec 18 09:35 AM
JAMES COX	Officer	Dec 17 '25	Proposed Sale	21.50	7,425	159,638		Dec 17 04:26 PM
Cox James S	Chief Financial Officer	Dec 15 '25	Option Exercise	4.40	16,039	70,572	350,022	Dec 17 09:23 AM
Cox James S	Chief Financial Officer	Dec 15 '25	Sale	21.41	11,275	241,377	328,983	Dec 17 09:23 AM
JAMES COX	Officer	Dec 15 '25	Proposed Sale	21.81	11,275	245,908		Dec 15 04:28 PM
Das Souvik	Chief Technology Officer	Dec 08 '25	Sale	21.59	10,000	215,880	96,186	Dec 09 05:13 PM
SOUVIK DAS	Officer	Dec 08 '25	Proposed Sale	21.71	10,000	217,100		Dec 08 04:32 PM
Cox James S	Chief Financial Officer	Nov 25 '25	Option Exercise	4.40	75,427	331,879	409,410	Nov 26 05:57 PM
Cox James S	Chief Financial Officer	Nov 25 '25	Sale	22.00	29,700	653,400	333,983	Nov 26 05:57 PM
JAMES COX	Officer	Nov 25 '25	Proposed Sale	21.70	29,700	644,490		Nov 25 04:27 PM
Cox James S	Chief Financial Officer	Nov 17 '25	Option Exercise	4.40	16,412	72,213	355,395	Nov 19 05:35 PM
Cox James S	Chief Financial Officer	Nov 17 '25	Sale	19.74	11,275	222,612	333,983	Nov 19 05:35 PM
JAMES COX	Officer	Nov 17 '25	Proposed Sale	19.25	11,275	217,044		Nov 17 04:26 PM
Das Souvik	Chief Technology Officer	Nov 12 '25	Sale	20.21	20,000	404,194	106,066	Nov 14 04:24 PM
SOUVIK DAS	Officer	Nov 12 '25	Proposed Sale	18.40	20,000	368,000		Nov 12 04:37 PM
Cox James S	Chief Financial Officer	Oct 15 '25	Option Exercise	4.40	16,898	74,351	360,881	Oct 16 07:26 PM
Cox James S	Chief Financial Officer	Oct 15 '25	Sale	17.98	11,275	202,678	338,983	Oct 16 07:26 PM
JAMES COX	Officer	Oct 15 '25	Proposed Sale	17.90	11,275	201,822		Oct 15 04:20 PM
Sethi Subi	Chief Client Officer	Sep 30 '25	Option Exercise	0.00	15,626	0	234,414	Oct 01 09:06 PM
Sethi Subi	Chief Client Officer	Sep 30 '25	Sale	17.68	7,434	131,412	226,980	Oct 01 09:06 PM
Das Souvik	Chief Technology Officer	Sep 30 '25	Option Exercise	0.00	9,844	0	141,393	Oct 01 09:05 PM
Das Souvik	Chief Technology Officer	Sep 30 '25	Sale	17.68	5,327	94,166	136,066	Oct 01 09:05 PM
Erickson Scott Stanley	Chief Revenue Officer	Sep 30 '25	Option Exercise	0.00	8,281	0	24,057	Oct 01 09:02 PM
Erickson Scott Stanley	Chief Revenue Officer	Sep 30 '25	Sale	17.68	4,505	79,636	19,552	Oct 01 09:02 PM
Cox James S	Chief Financial Officer	Sep 30 '25	Option Exercise	0.00	10,938	0	349,902	Oct 01 09:01 PM
Cox James S	Chief Financial Officer	Sep 30 '25	Sale	17.68	5,919	104,631	343,983	Oct 01 09:01 PM
Sahai Sandeep	Chief Executive Officer	Sep 30 '25	Option Exercise	0.00	34,529	0	930,192	Oct 01 09:01 PM
Sahai Sandeep	Chief Executive Officer	Sep 30 '25	Sale	17.68	16,592	293,300	913,600	Oct 01 09:01 PM
Cox James S	Chief Financial Officer	Sep 15 '25	Option Exercise	4.40	16,457	72,411	360,421	Sep 17 07:55 PM
Cox James S	Chief Financial Officer	Sep 15 '25	Sale	19.51	11,275	219,937	338,964	Sep 17 07:55 PM
JAMES COX	Officer	Sep 15 '25	Proposed Sale	19.61	11,275	221,103		Sep 15 04:33 PM
Das Souvik	Chief Technology Officer	Sep 08 '25	Sale	20.57	10,000	205,750	121,549	Sep 10 05:51 PM
SOUVIK DAS	Officer	Sep 08 '25	Proposed Sale	20.77	10,000	207,700		Sep 08 04:22 PM
Sahai Sandeep	Chief Executive Officer	Aug 22 '25	Option Exercise	4.40	109,483	481,725	1,005,146	Aug 25 05:28 PM
Sahai Sandeep	Chief Executive Officer	Aug 22 '25	Sale	20.12	46,962	944,918	895,663	Aug 25 05:28 PM
Das Souvik	Chief Technology Officer	Aug 20 '25	Sale	20.00	10,000	200,000	132,549	Aug 21 05:58 PM
Sahai Sandeep	Chief Executive Officer	Aug 20 '25	Option Exercise	4.40	7,094	31,214	902,757	Aug 21 05:55 PM
Sahai Sandeep	Chief Executive Officer	Aug 20 '25	Sale	20.01	3,038	60,790	895,663	Aug 21 05:55 PM
SOUVIK DAS	Officer	Aug 20 '25	Proposed Sale	19.80	10,000	198,000		Aug 20 04:21 PM
SANDEEP SAHAI	Director	Aug 20 '25	Proposed Sale	19.80	50,000	990,000		Aug 20 04:20 PM
Cox James S	Chief Financial Officer	Aug 15 '25	Option Exercise	4.40	16,485	72,534	365,449	Aug 18 05:40 PM

Open in Screener

PHI

PLDT Inc ADR

Apr 13 • 04:00PM ET

20.47

-0.45 -2.15 %

Communication Services • Telecom Services • Philippines • NYSE

Peers: T VZ TMUS CHT TEF VIV AMX KT SKM VEON

| Held by: AVEM CWI DFEM NSI APIE DFAX AVXC DEHP SPGM DEXC

Index	-	P/E	8.47	EPS (ttm)	2.42	Insider Own	-	Shs Outstand	216.06M	Perf Week	-2.06%
Market Cap	4.42B	Forward P/E	7.28	EPS next Y	2.81	Insider Trans	-	Shs Float	216.06M	Perf Month	-5.10%
Enterprise Value	10.35B	PEG	1.19	EPS next Q	0.71	Inst Own	3.60%	Short Float	0.08%	Perf Quarter	-6.74%
Income	522.42M	P/S	1.16	EPS this Y	11.25%	Inst Trans	-0.05%	Short Ratio	1.46	Perf Half Y	9.17%
Sales	3.80B	P/B	2.06	EPS next Y	5.06%	ROA	4.85%	Short Interest	0.17M	Perf YTD	-5.84%
Book/sh	9.94	P/C	21.27	EPS next 5Y	6.14%	ROE	25.20%	52W High	24.51 -16.48%	Perf Year	-8.98%
Cash/sh	0.96	P/FCF	-	EPS past 3/5Y	39.65% 1.29%	ROIC	6.67%	52W Low	18.61 9.99%	Perf 3Y	-11.84%
Dividend Est.	1.67 (8.15%)	EV/EBITDA	5.38	Sales past 3/5Y	0.44% 0.80%	Gross Margin	59.64%	Volatility	1.72% 2.39%	Perf 5Y	-18.09%
Dividend TTM	1.64 (8.02%)	EV/Sales	2.73	EPS Y/Y TTM	-7.51%	Oper. Margin	23.47%	ATR (14)	0.49	Perf 10Y	-48.34%
Dividend Ex-Date	Mar 25, 2026	Quick Ratio	0.45	Sales Y/Y TTM	0.31%	Profit Margin	13.76%	RSI (14)	31.09	Recom	1.42
Dividend Gr. 3/5Y	0.28% 0.86%	Current Ratio	0.46	EPS Q/Q	15.50%	SMA20	-3.17%	Beta	0.74	Target Price	28.17
Payout	49.38%	Debt/Eq	2.83	Sales Q/Q	-2.36%	SMA50	-8.85%	Rel Volume	1.19	Prev Close	20.92
Employees	14304	LT Debt/Eq	2.63	Earnings	Feb 25 AMC	SMA200	-4.75%	Avg Volume	114.12K	Price	20.47
IPO	Oct 03, 1962	Option/Short	No / Yes	EPS/Sales Surpr.	4.53% -	Trades		Volume	135,501	Change	-2.15%

Date	Action	Analyst	Rating Change
Aug-27-25	Downgrade	UBS	Buy → Neutral
Jan-07-20	Upgrade	BofA/Merrill	Underperform → Neutral
Jan-06-20	Upgrade	Citigroup	Sell → Neutral
Aug-09-19	Upgrade	Nomura	Neutral → Buy
Jun-07-19	Downgrade	CLSA	Outperform → Underperform
Mar-07-19	Upgrade	Credit Suisse	Underperform → Neutral
Jan-09-19	Downgrade	Morgan Stanley	Equal-Weight → Underweight
Jan-07-19	Downgrade	UBS	Buy → Sell
Nov-14-18	Downgrade	Macquarie	Outperform → Neutral
Jun-18-18	Upgrade	CLSA	Underperform → Buy
May-11-18	Downgrade	HSBC Securities	Buy → Reduce
Jan-26-18	Upgrade	JP Morgan	Neutral → Overweight
Dec-14-17	Upgrade	BofA/Merrill	Underperform → Neutral
Nov-13-17	Downgrade	CLSA	Buy → Outperform
May-26-17	Upgrade	Macquarie	Neutral → Outperform
May-24-17	Upgrade	CLSA	Sell → Buy
Oct-14-16	Upgrade	HSBC Securities	Hold → Buy
Aug-03-16	Downgrade	Citigroup	Buy → Neutral
May-31-16	Upgrade	Credit Suisse	Underperform → Neutral
Mar-15-16	Upgrade	Citigroup	Neutral → Buy

Show Previous Ratings

Mar-04-26 08:01PM	PLDT Inc (PHI) Full Year 2025 Earnings Call Highlights: Record Service Revenues and Strategic ... (GuruFocus.com)
Nov-19-25 08:00PM	PLDT Inc (PHI) Q3 2025 Earnings Call Highlights: Navigating Growth Amidst Financial Challenges (GuruFocus.com)
Aug-14-25 01:00PM	PLDT Inc (PHI) Q2 2025 Earnings Call Highlights: Strong Fiber Growth and Digital Innovations ... (GuruFocus.com)
May-28-25 04:47AM	Zacks Industry Outlook Highlights TIM, Ceragon and PLDT (Zacks)
May-26-25 10:23AM	3 Wireless Non-US Stocks Likely to Thrive on Industry Strength (Zacks)
01:00PM	Loading…
May-16-25 01:00PM	PLDT Inc (PHI) Q1 2025 Earnings Call Highlights: Resilient Revenue Growth Amid Market Challenges (GuruFocus.com)
12:36PM	PLDT: Q1 Earnings Snapshot (Associated Press Finance)
Apr-21-25 09:40AM	Is Neonode (NEON) Outperforming Other Computer and Technology Stocks This Year? (Zacks)
Apr-18-25 09:40AM	Are Investors Undervaluing PLDT (PHI) Right Now? (Zacks)
Apr-15-25 11:40AM	PHI vs. TLSNY: Which Stock Is the Better Value Option? (Zacks)
Apr-02-25 09:40AM	Is PLDT (PHI) Stock Undervalued Right Now? (Zacks)
Mar-20-25 11:00AM	PLDT: A New Hope After Its Deep Plunge (SeekingAlpha)
Mar-17-25 09:40AM	Is PLDT (PHI) a Great Value Stock Right Now? (Zacks)
Mar-14-25 05:07PM	PLDT Files 2024 Annual Report on Form 20-F With the U. S. Securities and Exchange Commission (Business Wire)
Feb-28-25 09:40AM	Should Value Investors Buy PLDT (PHI) Stock? (Zacks)
04:00AM	Loading…
04:00AM	PLDT Inc (PHI) (Q4 2024) Earnings Call Highlights: Navigating Growth Amidst Market Challenges (GuruFocus.com)
Feb-27-25 03:58AM	PLDT Eyes KKR Stake to Take Control of Philippines Fintech Unit (Bloomberg)
Nov-13-24 10:00AM	PLDT Inc (PHI) Q3 2024 Earnings Call Highlights: Record Revenues and Strategic Challenges (GuruFocus.com)
Nov-12-24 05:03AM	PLDT: Q3 Earnings Snapshot (Associated Press Finance)
Aug-15-24 12:00PM	What Makes PLDT (PHI) a New Buy Stock (Zacks)
Jun-25-24 12:53PM	PHI Stock Earnings: PLDT Reported Results for Q4 2023 (InvestorPlace)
May-23-24 11:53AM	PHI Stock Earnings: PLDT Reported Results for Q1 2024 (InvestorPlace)
May-15-24 08:19AM	PLDT Inc. (NYSE:PHI) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 06:06AM	Top Philippine Telco Seeks $1 Billion Valuation for Data Centers (Bloomberg)
May-04-24 08:17AM	CSG Systems International, Inc. (NASDAQ:CSGS) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-05-24 09:40AM	Are Investors Undervaluing PLDT (PHI) Right Now? (Zacks)
Mar-27-24 10:50AM	PLDT Files 2023 Annual Report on Form 20-F With the U. S. Securities and Exchange Commission (Business Wire)
Mar-18-24 07:03AM	PLDT Inc's Dividend Analysis (GuruFocus.com)
Nov-08-23 01:29PM	PLDT: Q3 Earnings Snapshot (Associated Press Finance)
12:32PM	PLDT Inc. (NYSE:PHI) Q3 2023 Earnings Call Transcript (Insider Monkey)
05:04PM	Loading…
Nov-07-23 05:04PM	Top 3 Stocks for 100% Returns in 2024: BDRBF, EXPI, PHI (InvestorPlace)
Sep-29-23 11:43AM	Unveiling PLDT (PHI)'s Value: Is It Really Priced Right? A Comprehensive Guide (GuruFocus.com)
Aug-11-23 08:07AM	PLDT Inc. (NYSE:PHI) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-08-23 02:58AM	PLDT AND RADISYS, A JIO PLATFORMS COMPANY, EXPLORE MORE EXCITING AND MEANINGFUL DIGITAL EXPERIENCES FOR FILIPINOS (PR Newswire)
Aug-04-23 10:05AM	PLDT: Q2 Earnings Snapshot (Associated Press Finance)
Jun-26-23 08:14AM	PLDT (PHI) Expands CSG Partnership to Propel Innovation (Zacks)
Jun-22-23 08:51AM	PLDT, CSG build on 20-year relationship to modernize for the future (PR Newswire)
12:00AM	PLDT and CSG Build On 20-Year Relationship to Modernize for the Future (Business Wire)
May-15-23 12:35AM	PLDT, Smart bag gold, silvers from 2023 ASPAC Stevie Awards (PR Newswire)
May-05-23 01:21PM	PLDT: Q1 Earnings Snapshot (AP Finance)
Mar-29-23 03:06PM	PLDT Files 2022 Annual Report on Form 20-F with the U. S. Securities and Exchange Commission (Business Wire)
Mar-16-23 04:22AM	Best Income Stocks to Buy for March 16th (Zacks)
Mar-14-23 06:36AM	Best Value Stocks to Buy for March 14th (Zacks)
05:03AM	Best Income Stocks to Buy for March 14th (Zacks)
Feb-23-23 01:26PM	PLDT Explores Stake Sale In Data Center Assets To Raise Cash For Business Development (Benzinga)
04:10AM	Philippines PLDT Said to Weigh Data Center Stake Sale After Spending Overrun, Sources Say (Bloomberg)
Feb-17-23 11:27AM	Zacks Industry Outlook Highlights America Movil, S.A.B. de C.V., Orange S.A. and PLDT (Zacks)
Feb-16-23 08:37AM	3 Wireless Non-US Stocks Set to Ride on 5G, IoT Proliferation (Zacks)
Jan-01-23 04:51AM	UPDATE 2-Power outage forces Philippines to suspend flights, shut airspace (Reuters)
Dec-21-22 06:00AM	Top Philippine Telco Snaps Rout as It Vows to Assist Probe (Bloomberg) +9.20%
Dec-20-22 02:43AM	Charting a Philippine Telecom Giant's Stock Crash After Unaccounted Spending Revealed (Bloomberg)
Dec-19-22 05:25AM	Philippines' Largest Telecom Slumps 17% After Billions of Pesos in Budget Overrun Revealed (Bloomberg) -23.69%
Dec-11-22 09:15PM	PLDT, Smart recognized for whole-of-nation approach to child protection, reinforcing sustainability (PR Newswire)
Dec-09-22 11:58PM	PLDT, Smart recognized for whole-of-nation approach to child protection, reinforcing sustainability (PR Newswire)
Aug-23-22 05:29AM	Zacks Industry Outlook Highlights KT, PLDT and Ceragon Networks (Zacks)
Aug-22-22 09:06AM	3 Wireless Non-US Industry Stocks to Keep an Eye On (Zacks)
04:32AM	PLDT, Smart win gold, silver Stevies on consumer safety, digital inclusion (PR Newswire)
Aug-10-22 01:14PM	CK Hutchison Group Telecom Holdings Limited -- Moody's announces completion of a periodic review for a group of Telecommunications issuers in Asia (Moody's)
Aug-01-22 12:22AM	PLDT fires up PH link of US-Transpacific Jupiter Cable system (PR Newswire)
Jun-29-22 05:51AM	PLDT triples international capacity with US-Transpacific Jupiter Cable PH link (PR Newswire)
Jun-21-22 11:40AM	KT vs. PHI: Which Stock Should Value Investors Buy Now? (Zacks)
Jun-10-22 02:40AM	Philippines Globe Telecom Seeking $1.5 Billion for Towers (Bloomberg)
Apr-19-22 09:44PM	PLDT Group pioneers tower sharing in the Philippines (PR Newswire)
06:13AM	PLDT Sells Towers for $1.47 Billion in Largest Foreign Purchase (Bloomberg)
Apr-18-22 01:26PM	PLDT FILES 2021 ANNUAL REPORT ON FORM 20-F WITH THE U.S. SECURITIES AND EXCHANGE COMMISSION (PR Newswire)
Apr-11-22 09:06PM	KKR-Backed Voyager Nears Funding at $1.4 Billion Value (Bloomberg)
Apr-05-22 11:31AM	PLDT Picks Edgepoint, Edotco for $1.5 Billion Tower Deals (Bloomberg)
Mar-20-22 08:42PM	PLDT BREAKS GROUND FOR 11TH AND LARGEST HYPERSCALE DATA CENTER (PR Newswire)
Mar-19-22 03:30AM	PLDT BREAKS GROUND FOR 11TH AND LARGEST HYPERSCALE DATA CENTER (PR Newswire)
Mar-10-22 10:52PM	Landmark gender equality initiatives transform PLDT in 2021 (PR Newswire)
Feb-28-22 07:30PM	PLDT and Telesat make Philippines' first successful broadband connection using low earth orbit satellite (PR Newswire)
Feb-15-22 04:24AM	KKR-Backed Philippine Fintech Voyager Seeking Funding, Sources Say (Bloomberg)
Dec-16-21 09:33PM	Smart leads first responders, load assistance amid Odette's wrath (PR Newswire)
Dec-13-21 08:00AM	PLDT leads Asian telcos in digital inclusion (PR Newswire)
Dec-09-21 10:03PM	USTDA Helps Advance Smart's 5G Deployment in the Philippines (PR Newswire)
Dec-07-21 09:46AM	PLDT (PHI) Emphasizes Cell Site Safety, Boosts Network Expansion (Zacks)
Dec-06-21 12:13AM	PLDT, Smart launch campaign with int'l, local experts on cell sites safety (PR Newswire)
Nov-14-21 07:30PM	PLDT, Smart outpace competition in fiber, mobile, fixed wireless in first 9M (PR Newswire)
Nov-07-21 09:30AM	PLDT inc (PHI) Q3 2021 Earnings Call Transcript (Motley Fool)
Oct-29-21 07:33AM	Prologis spends $54M on 123 acres of vacant industrial land, echoing strong growth for the sector (American City Business Journals)
Oct-27-21 08:00AM	Wider digital ecosystem fuels PLDT, Paymaya (PR Newswire)
Oct-25-21 08:00AM	PLDT to build world-class 'hyperscaler' data center facility, a first in the Philippines (PR Newswire)
Oct-11-21 08:00AM	Smart delivers the Philippines' best-rated broadband, says global benchmarking firm umlaut (PR Newswire)
Sep-29-21 08:22AM	PLDT Group leads ASEAN telco nominations at World Communication Awards 2021 (PR Newswire)
Sep-22-21 07:56AM	PLDT wins Philippines' best telco service: Asiamoney (PR Newswire)
Jun-28-21 12:26AM	Philippines' Voyager raises $167 million from KKR, Tencent (Reuters)
12:03AM	Philippines Voyager Innovations Secures US$167 M for PayMaya Expansion Into Financial Services, Digital Banking (Business Wire)
Jun-18-21 10:34PM	PLDT Inc. (PHI): Hedge Fund Sentiment Unchanged (Insider Monkey)
Apr-28-21 09:26AM	PLDT Files 2020 Annual Report on Form 20-F with the U. S. Securities and Exchange Commission (Business Wire)
Mar-17-21 10:34PM	PLDT Inc. -- Moody's affirms PLDT at Baa2; outlook remains stable (Moody's)
Mar-05-21 12:01AM	PLDT Inc. (PHI) Q4 2020 Earnings Call Transcript (Motley Fool)
Mar-04-21 09:30AM	Is PLDT Inc. (PHI) Stock a Good Pick for Value Investors? (Zacks)
Jan-05-21 07:41AM	The Zacks Analyst Blog Highlights: Ternium, Newell Brands, PLDT, Rio Tinto and Broadcom (Zacks)
Jan-04-21 11:09AM	5 Solid Dividend-Paying Growth Stocks to Enrich Your Portfolio (Zacks)
Dec-09-20 01:50PM	Is PHI A Good Stock To Buy Now? (Insider Monkey)
Dec-07-20 11:56AM	PLDT Inc. -- Moody's announces completion of a periodic review of ratings of PLDT Inc. (Moody's)
Dec-04-20 11:50AM	Is PLDT (PHI) a Great Value Stock Right Now? (Zacks)
Nov-18-20 11:50AM	Should Value Investors Buy PLDT (PHI) Stock? (Zacks)
Nov-05-20 03:00PM	PLDT Inc. (PHI) Q3 2020 Earnings Call Transcript (Motley Fool)
Oct-05-20 06:44PM	Philippine Metals Provides Corporate Update (Newsfile)

PLDT, Inc. engages in the provision of telecommunication services. It operates through the following segments: Wireless, Fixed Line, and Others. The Wireless segment offers mobile telecommunications services provided by Smart and DMPI, mobile service providers, SBI and PDSI, wireless broadband service providers, and certain subsidiaries of PLDT Global. The Fixed Line segment focuses on fixed line telecommunications services primarily provided by PLDT. The Other segment refers to PCEV, PGIH, PLDT Digital and its subsidiaries, investment companies. The company was founded on November 28, 1928 and is headquartered in Makati City, Philippines.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Panlilio Alfredo Santos	Director	Apr 10 '26	Sale	22.64	4,505	101,989	3,000	Apr 13 07:47 AM

Open in Screener

LGHL

Lion Group Holding Ltd ADR

Apr 13 • 04:00PM ET

0.8584

+0.0219 2.62 %

Financial • Capital Markets • China • NASD

LGHL Lion Group Holding Ltd ADR daily Stock Chart

Peers: TIGR BABA JD ORIO BIDU FUTU RILY GCBC TRC GROW

Index	-	P/E	-	EPS (ttm)	-831.21	Insider Own	0.02%	Shs Outstand	14.47M	Perf Week	-9.07%
Market Cap	0.18M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	0.21M	Perf Month	-30.21%
Enterprise Value	-15.16M	PEG	-	EPS next Q	-	Inst Own	17.03%	Short Float	1.83%	Perf Quarter	-60.07%
Income	-30.92M	P/S	-	EPS this Y	-	Inst Trans	387.03%	Short Ratio	0.01	Perf Half Y	-95.18%
Sales	-14.91M	P/B	0.02	EPS next Y	-	ROA	-57.08%	Short Interest	0.00M	Perf YTD	-66.60%
Book/sh	36.48	P/C	0.01	EPS next 5Y	-	ROE	-164.77%	52W High	62.92 -98.64%	Perf Year	-97.75%
Cash/sh	110.05	P/FCF	-	EPS past 3/5Y	42.11% -	ROIC	-164.17%	52W Low	0.77 11.19%	Perf 3Y	-99.99%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	124.43%	Volatility	21.59% 14.76%	Perf 5Y	-100.00%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	76.90%	Oper. Margin	178.73%	ATR (14)	0.16	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.88	Sales Y/Y TTM	-200.22%	Profit Margin	207.37%	RSI (14)	39.25	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	0.88	EPS Q/Q	-	SMA20	-9.14%	Beta	2.81	Target Price	-
Payout	-	Debt/Eq	1.43	Sales Q/Q	-	SMA50	-26.09%	Rel Volume	0.46	Prev Close	0.84
Employees	-	LT Debt/Eq	1.40	Earnings	-	SMA200	-93.72%	Avg Volume	301.34K	Price	0.86
IPO	Jun 21, 2019	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	138,983	Change	2.62%

Dec-11-25 09:15AM	LGHL Announces Acquisition of Bitcoin Following the Subsequent Closing under $600 Million Facility (PR Newswire)
Dec-04-25 09:00AM	Lion Group Holding Ltd Announces $10 Million Private Placement for the acquisition of Bitcoin (BTC) (PR Newswire) -15.77%
Nov-19-25 04:00PM	Lion Announces Plan to Implement ADS Ratio Change (PR Newswire) -8.12% -39.60%
Sep-11-25 09:15AM	Lion Group Holding Limited Announces Strategic Exchange of SUI (Sui) Assets to HYPE (Hyperliquid) through BitGo (PR Newswire) -13.50%
Sep-08-25 01:32PM	Nasdaq Firm Dumps 1M SUI & 6.6k SOL for HYPE What Do They Know? (Cryptonews) +11.11%
12:17PM	Loading…
12:17PM	Lion Group Plans to Swap SOL, SUI Holdings for HYPE (CoinDesk)
08:30AM	Lion Group Holding Ltd. Announces Strategic Treasury Reallocation: Converting SOL and SUI Assets to Hyperliquid (HYPE) following U.S. Institutional Custody Milestone (PR Newswire)
Jul-23-25 08:30AM	LGHL Acquires Additional SUI, Bringing Treasury Reserve to $9.6 Million in Aggregate Purchases (PR Newswire) -8.53%
Jul-07-25 08:30AM	LGHL Purchases Additional HYPE, Reaches $7 Million in Aggregate Purchases for Treasury Reserve (PR Newswire) -5.84%
Jul-03-25 02:31PM	Sui Reclaims $3 After Week-Long Rally Sparked by Lion Groups Treasury Plans (CoinDesk) +10.00%
Jun-30-25 04:00AM	LGHL Reaches $5 Million in HYPE, SOL, and SUI Purchases for Treasury Reserve (PR Newswire) +16.78%
Jun-27-25 05:05AM	SUI Rebounds From Key Support as Nasdaq-Listed Lion Group Eyes Treasury Purchase (CoinDesk) +12.88%
Jun-26-25 08:30AM	LGHL Completes Initial HYPE Purchase Following the First Closing under $600 Million Facility (PR Newswire)
Jun-18-25 02:04PM	Chardan Expands into Digital Assets by Advising Strategic Crypto-Backed Financings (PR Newswire) +19.78%
08:45AM	LGHL Secures $600 Million Facility to Launch Hyperliquid (HYPE) Treasury (PR Newswire)
08:25AM	Loading…
08:25AM	LGHL Relaunches Crypto Operations to Broaden Access to Digital Assets (PR Newswire)
Mar-21-25 04:05PM	Lion Announces Plan to Implement ADS Ratio Change (PR Newswire) -27.71%
Aug-19-24 08:30AM	Lion Group Holding Makes Strategic Investment of Agunua Technology, to Explore New Opportunities in Carbon Finance (PR Newswire) -6.37%
Jul-01-24 07:37AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday (InvestorPlace)
Jun-21-24 07:52AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday (InvestorPlace)
May-23-24 08:30AM	Lion Group Holding Plans to Use GPT-4o to Enhance Products and Services (PR Newswire)
Apr-30-24 04:00PM	Lion Announces Unaudited Full Year 2023 Financial Results (PR Newswire) -8.97% +6.78%
Apr-22-24 08:30AM	Lion Group Holding Announced the Launch of Multi-Currency Account Services Powered by AI (PR Newswire)
Apr-19-24 05:00PM	Lion Group Holding Announced Receipt of Nasdaq Listing Delinquency Notice (PR Newswire) -5.90%
Mar-19-24 08:30AM	Lion Group Holding Set to Launch AI-driven Multi-currency Account Services by End of March (PR Newswire)
Feb-06-24 08:30AM	Lion Enhances OTC Stock Options Services Quality and Efficiency Powered by AI (PR Newswire)
Jan-29-24 08:30AM	Lion's OTC Options Services Grows Significantly, Unlocking New Territory for Its Brokerage Business (PR Newswire) +6.06%
Dec-06-23 08:30AM	Lion Announces Unaudited First Half 2023 Financial Results (PR Newswire) +28.26%
Sep-05-23 09:00AM	Leveraging AI technology, Lion launches the intelligent trading algorithm service "Phoenix" (PR Newswire)
Jul-03-23 02:29PM	Lion Announces Plan to Implement ADS Ratio Change (PR Newswire)
04:30PM	Loading…
Apr-28-23 04:30PM	Lion Announces Unaudited Full Year 2022 Financial Results (PR Newswire) +23.50% -45.19%
Mar-31-23 04:00AM	Lion Announces Internal Testing of Robo-Advisor LionAI (PR Newswire)
Feb-24-23 04:00AM	Lion Announces Move into Green Digital Finance/Carbon Finance Sector (PR Newswire) -6.50%
Feb-08-23 04:00AM	Lion Announces It Will Explore ChatGPT Related AI & NLP Technologies To Empower Digital Program (PR Newswire) -5.63%
Dec-02-22 04:15PM	Lion Announces Unaudited First Half 2022 Financial Results (PR Newswire)
Nov-17-22 06:00AM	Lion Announces Hong Kong Virtual Asset Trading Platform License Application, to Strengthen Digital Business Footprint (PR Newswire) -45.08%
Nov-07-22 06:00AM	Web 3.0 Era Begins, Lion Group Holdings (LGHL.US) Gets a Head Start (PR Newswire) +10.66%
Jun-23-22 08:30AM	Lion to Participate in Upcoming Maxim Conference on June 23, 2022 (PR Newswire)
Apr-19-22 04:00AM	Lion Announces Unaudited Full Year 2021 Financial Results (PR Newswire) -14.02%
Mar-17-22 12:56PM	Investors in Lion Group Holding (NASDAQ:LGHL) from a year ago are still down 68%, even after 60% gain this past week (Simply Wall St.)
Mar-16-22 08:00AM	Lion Announces New Corporate Headquarters in Singapore (PR Newswire) +23.81%
Jan-19-22 08:30AM	Lion Announces Successful Blind Box Sales (PR Newswire)
Jan-14-22 08:30AM	Lion Announces Launch of NFT Platform, MetaWords Art Project (PR Newswire)
Dec-20-21 07:30AM	Lion Announces its NFT Language Project MetaWords Passes CertiK Audit (PR Newswire) -10.73%
Nov-18-21 07:30AM	Lion Signs Letter of Intent with New Full Rich to Invest in Tajikistan's Digital Mining Project (PR Newswire) +7.14%
Nov-05-21 08:30AM	Lion Announces Launch of Metaverse Project "Lion World" (PR Newswire) -8.33%
Oct-04-21 08:00AM	Lion Announces Singapore Trading License, Expanding Southeast Asia Presence (PR Newswire) +26.00%
Sep-30-21 04:15PM	Lion Announces Unaudited First Half 2021 Financial Results (PR Newswire) +18.11%
Aug-18-21 09:55AM	Shareholders in Lion Group Holding (NASDAQ:LGHL) have lost 59%, as stock drops 23% this past week (Simply Wall St.)
Aug-17-21 07:30AM	Lion Announces Strategic Partnership with Dawa Future Graphic Technology to Jointly Innovate Metaverse AI Tool (PR Newswire)
Aug-05-21 04:27PM	CORRECTING and REPLACING Scott+Scott Attorneys at Law LLP Investigates Proficient Alpha Acquisition Corps Directors and Officers for Breach of Fiduciary Duties PAAC, LGHL (Business Wire)
Jul-23-21 07:30AM	Lion Announces Launch of NFT Marketplace - Meta World (PR Newswire)
Jun-11-21 04:30PM	Lion Announces Response to SEC Guidance Issued on April 12, 2021 Applicable to Warrants Issued by Special Purpose Acquisition Companies ("SPACs") (PR Newswire) -9.16%
May-13-21 07:35AM	Lion Establishes Lion NFT Limited, Officially Enters the NFT Field (PR Newswire)
Apr-19-21 07:35AM	Lion Announces Mining Equipment Purchase and Maintenance Agreement (PR Newswire)
Apr-13-21 07:35AM	Lion Announces Completion of Acquisition of Lion FinTech Group (PR Newswire) +10.63%
Apr-12-21 07:30AM	Lion Announces Formation of New SPAC, Aquarius II Acquisition Corp. (PR Newswire) -7.67%
Mar-30-21 04:30PM	Lion Announces Unaudited Full Year 2020 Financial Results (PR Newswire) -11.42%
Mar-08-21 07:30AM	Lion Announces New SPAC Company, Plans for Future Deals (PR Newswire) -8.21%
Mar-01-21 07:30AM	Lion Announces Sponsorship of a SPAC Company, Cooperating with Two Other Parties (PR Newswire) +15.38%
Feb-22-21 07:30AM	Lion Announces Strategic Partnership with Grandshores Technology (PR Newswire) -12.22%
Feb-19-21 03:55AM	What Kind Of Shareholders Hold The Majority In Lion Group Holding Ltd.'s (NASDAQ:LGHL) Shares? (Simply Wall St.) -8.63%
Jan-12-21 07:00AM	Lion Announces Acquisition of Lion FinTech Group (PR Newswire) +9.02%
Jan-11-21 07:00AM	Lion Announces New Appointment to Board of Directors (PR Newswire) +9.02%
Jan-08-21 04:02PM	Lion Signs Strategic Cooperation Agreement (PR Newswire) +59.13%
10:21AM	Lion Group Holding News: Blockchain Agreement Sends LGHL Stock Soaring (InvestorPlace)
Dec-21-20 07:30AM	Lion Announces Entry into Share Subscription Agreement in Connection with Private Placement of Common Shares (PR Newswire)
Nov-30-20 08:30AM	Lion Introduces MT5 Trading System to Enhance Client Experience in the Global Financial Market (PR Newswire)
Oct-09-20 04:15PM	Lion Announces Change to Board of Directors (PR Newswire) +6.55%
Sep-30-20 08:00AM	Lion Announces Business Expansion Into Vietnam (PR Newswire)
Aug-19-20 08:30AM	Lion Announces Unaudited First Half of 2020 Financial Results (PR Newswire)
Jul-16-20 08:30AM	Lion Announces Official Launch of Total Return Swap (TRS) Service (PR Newswire) +38.30%
Jun-18-20 04:13AM	Lion Group Holding Ltd. Announces Consummation of Business Combination to Become a Publicly Traded Company (Business Wire)

Lion Group Holding Ltd. operates an all-in-one, state-of-the-art trading platform that offers a wide spectrum of products and services. It operates through the following segments: Futures and Securities Brokerage Services, Contract-For-Difference (CFD) Trading, Total Return Service (TRS) Trading and OTC Stock Option Trading. The company was founded by Jian Wang in 2015 and is headquartered in Singapore.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
HRT FINANCIAL LP	10% Owner	Apr 09 '26	Buy	0.89	1,452	1,292	43,217	Apr 13 10:17 AM
HRT FINANCIAL LP	10% Owner	Apr 10 '26	Sale	0.88	39,250	34,540	3,967	Apr 13 10:17 AM
HRT FINANCIAL LP	10% Owner	Apr 02 '26	Buy	0.83	31,629	26,252	23,179	Apr 09 12:04 PM
HRT FINANCIAL LP	10% Owner	Apr 07 '26	Buy	0.90	24,433	21,990	41,175	Apr 09 12:04 PM
HRT FINANCIAL LP	10% Owner	Apr 08 '26	Buy	0.96	590	566	41,765	Apr 09 12:04 PM
HRT FINANCIAL LP	10% Owner	Apr 06 '26	Sale	0.99	6,437	6,373	16,742	Apr 09 12:04 PM
HRT FINANCIAL LP	10% Owner	Mar 19 '26	Buy	1.10	4,122	4,534	23,549	Mar 23 12:31 PM
HRT FINANCIAL LP	10% Owner	Mar 20 '26	Sale	1.05	9,408	9,878	14,141	Mar 23 12:31 PM

Open in Screener

VIPS

Vipshop Holdings Ltd ADR

Apr 13 • 04:00PM ET

14.82

-0.25 -1.66 %

Consumer Cyclical • Internet Retail • China • NYSE

VIPS Vipshop Holdings Ltd ADR daily Stock Chart

Peers: BABA JD PDD TME MOMO EDU BZUN TAL DOYU YQ

| Held by: KWEB VXUS VWO IEMG AVEM FNDE MCHI EEM DFEM VEU

Index	-	P/E	7.50	EPS (ttm)	1.98	Insider Own	0.00%	Shs Outstand	415.32M	Perf Week	-1.33%
Market Cap	6.16B	Forward P/E	5.43	EPS next Y	2.73	Insider Trans	-	Shs Float	415.32M	Perf Month	-5.61%
Enterprise Value	3.29B	PEG	1.27	EPS next Q	0.66	Inst Own	63.81%	Short Float	1.26%	Perf Quarter	-17.25%
Income	1.01B	P/S	0.42	EPS this Y	2.86%	Inst Trans	-3.35%	Short Ratio	2.35	Perf Half Y	-26.05%
Sales	14.74B	P/B	1.29	EPS next Y	6.07%	ROA	9.36%	Short Interest	5.23M	Perf YTD	-16.22%
Book/sh	11.51	P/C	1.44	EPS next 5Y	4.27%	ROE	17.78%	52W High	21.08 -29.70%	Perf Year	17.99%
Cash/sh	10.30	P/FCF	-	EPS past 3/5Y	10.47% 9.21%	ROIC	16.96%	52W Low	12.14 22.05%	Perf 3Y	-1.79%
Dividend Est.	0.56 (3.81%)	EV/EBITDA	-	Sales past 3/5Y	-1.29% -0.03%	Gross Margin	23.12%	Volatility	2.72% 3.16%	Perf 5Y	-45.69%
Dividend TTM	0.62 (4.18%)	EV/Sales	0.22	EPS Y/Y TTM	-0.38%	Oper. Margin	6.69%	ATR (14)	0.56	Perf 10Y	1.30%
Dividend Ex-Date	Apr 10, 2026	Quick Ratio	1.11	Sales Y/Y TTM	-2.12%	Profit Margin	6.84%	RSI (14)	36.38	Recom	2.04
Dividend Gr. 3/5Y	- -	Current Ratio	1.28	EPS Q/Q	10.74%	SMA20	-4.55%	Beta	0.73	Target Price	19.83
Payout	30.48%	Debt/Eq	0.16	Sales Q/Q	-0.90%	SMA50	-9.67%	Rel Volume	0.72	Prev Close	15.07
Employees	-	LT Debt/Eq	0.01	Earnings	Feb 26 BMO	SMA200	-15.22%	Avg Volume	2.23M	Price	14.82
IPO	Mar 23, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.40% -1.59%	Trades		Volume	1,613,115	Change	-1.66%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-27-26	Upgrade	Nomura	Neutral → Buy	$22
Apr-01-25	Downgrade	Citigroup	Buy → Neutral	$18
Nov-06-24	Initiated	Barclays	Overweight	$19
Aug-21-24	Downgrade	UBS	Buy → Neutral	$20 → $12.50
Aug-21-24	Downgrade	CLSA	Outperform → Hold
May-23-24	Downgrade	The Benchmark Company	Buy → Hold
Jan-23-24	Reiterated	Citigroup	Buy	$20 → $21
Nov-15-23	Upgrade	Citigroup	Neutral → Buy	$18 → $20
May-25-23	Upgrade	JP Morgan	Neutral → Overweight	$16 → $18
Mar-29-23	Upgrade	Daiwa Securities	Neutral → Outperform	$17.30
Feb-24-23	Upgrade	UBS	Neutral → Buy	$17.50
Feb-24-23	Upgrade	The Benchmark Company	Hold → Buy	$15
Feb-24-23	Upgrade	Nomura	Neutral → Buy
Feb-24-23	Upgrade	CLSA	Outperform → Buy	$11 → $17
Aug-22-22	Upgrade	Credit Suisse	Neutral → Outperform	$10.30 → $12
Aug-22-22	Upgrade	Citigroup	Sell → Neutral	$7.80 → $10.90
May-20-22	Downgrade	Citigroup	Neutral → Sell	$8.60 → $7.80
Feb-24-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$15 → $10
Nov-22-21	Downgrade	Citigroup	Buy → Neutral	$14 → $11
Nov-19-21	Downgrade	The Benchmark Company	Buy → Hold

Show Previous Ratings

Mar-10-26 09:40AM	Is Vipshop (VIPS) a Great Value Stock Right Now? (Zacks)
Mar-01-26 12:06AM	Vipshop Q4 Earnings Call Highlights (MarketBeat)
Feb-27-26 10:29AM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
Feb-26-26 02:01PM	Vipshop Holdings Ltd (VIPS) Q4 2025 Earnings Call Highlights: Navigating Challenges with ... (GuruFocus.com)
05:00AM	Vipshop Reports Unaudited Fourth Quarter and Full Year 2025 Financial Results (PR Newswire)
05:00AM	Loading…
Feb-13-26 05:00AM	Vipshop to Announce Fourth Quarter and Full Year 2025 Financial Results on February 26, 2026 (PR Newswire)
Feb-12-26 09:40AM	Should Value Investors Buy Vipshop (VIPS) Stock? (Zacks)
Jan-27-26 09:40AM	Are Investors Undervaluing Vipshop (VIPS) Right Now? (Zacks)
Nov-27-25 12:00PM	Vipshop (VIPS) Upgraded to Buy: Here's Why (Zacks)
Nov-21-25 11:39AM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
09:40AM	Should Value Investors Buy Vipshop (VIPS) Stock? (Zacks)
Nov-20-25 02:01PM	Vipshop Holdings Ltd (VIPS) Q3 2025 Earnings Call Highlights: Strong Net Income Growth Amid ... (GuruFocus.com) -6.99%
05:00AM	Vipshop Reports Unaudited Third Quarter 2025 Financial Results (PR Newswire)
Nov-12-25 05:00AM	Vipshop Holdings Limited to Hold Annual General Meeting on December 5, 2025 (PR Newswire)
Nov-10-25 05:00AM	Vipshop to Announce Third Quarter 2025 Financial Results on November 20, 2025 (PR Newswire) +5.52%
09:40AM	Loading…
Oct-27-25 09:40AM	Should Value Investors Buy Vipshop (VIPS) Stock? (Zacks)
Oct-10-25 09:40AM	Are Investors Undervaluing Vipshop (VIPS) Right Now? (Zacks)
Sep-23-25 08:43AM	4 Internet Delivery Services Stocks in Focus in a Prospering Industry (Zacks)
Sep-22-25 11:33AM	Can China Stocks Continue to Outperform? What the Charts Say About Bilibili, Vipshop, WeRide (Barrons.com)
Aug-27-25 12:22AM	Morgan Stanley Lifts Vipshop Holdings Ltd (VIPS) Price Maintains 'Equalweight' Rating (Insider Monkey)
Aug-26-25 09:40AM	Should Value Investors Buy Vipshop (VIPS) Stock? (Zacks)
Aug-18-25 10:28PM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
Aug-15-25 10:23AM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
02:39AM	Stock Market News for Aug 15, 2025 (Zacks)
Aug-14-25 06:37PM	Analyst Report: Vipshop Holdings Limited (Morningstar Research) +5.93%
02:06PM	Vipshop Holdings Stock Earns RS Rating Upgrade (Investor's Business Daily)
10:49AM	July PPI/Core PPI Jumped Unexpectedly (Zacks)
10:18AM	Economic Data at 3-Year Highs: PPI, Jobless Claims (Zacks)
09:55AM	Navigating Volatility: VIPS, LRN, HSBC & FUTU Stocks Could Shine Now (Zacks)
05:00AM	Vipshop Reports Unaudited Second Quarter 2025 Financial Results (PR Newswire)
08:38AM	Loading…
Aug-13-25 08:38AM	Sea Limited Q2 Earnings Miss Estimates, Revenues Rise Y/Y (Zacks)
Aug-12-25 06:14PM	Don't Overlook These Chinese Tech Stocks as Q2 Earnings Approach: NTES, VIPS (Zacks)
Aug-11-25 12:22PM	SkyWater Shares Jump on Q2 Earnings Beat, Robust Q3 Guidance (Zacks)
11:53AM	Upwork Shares Jump 10% on Q2 Earnings Beat & Robust 2025 Guidance (Zacks)
10:29AM	Datadog Q2 Earnings & Revenues Beat on Solid Customer Growth (Zacks)
Aug-08-25 12:37PM	DBX Q2 Earnings Beat Estimates, Revenues Fall Y/Y, Shares Rise (Zacks)
11:49AM	Microchip Q1 Earnings Beat Estimates, Sales Down Y/Y, Shares Drop (Zacks)
11:47AM	Navitas Stock Declines 15.7% on Q2 Loss, Revenues Down Y/Y (Zacks)
10:35AM	GoDaddy Q2 Earnings Beat Estimates, Revenues Increase Y/Y, Shares Drop (Zacks)
09:50AM	Datadog Q2 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
09:40AM	Are Investors Undervaluing Vipshop (VIPS) Right Now? (Zacks)
Aug-07-25 12:14PM	Shopify Q2 Earnings Beat Estimates, Revenues Jump Y/Y, Shares Rise (Zacks)
11:45AM	MKSI Q2 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Rise (Zacks)
09:52AM	Fastly Posts Narrower Loss in Q2 Earnings, Revenues Rise Y/Y (Zacks)
09:03AM	Fortinet Q2 Earnings Surpass Estimates, Sales Increase Y/Y (Zacks)
Aug-06-25 10:05AM	Paylocity Q4 Earnings Beat Estimates, Revenues Increase Y/Y (Zacks)
Aug-04-25 05:00AM	Vipshop to Announce Second Quarter 2025 Financial Results on August 14, 2025 (PR Newswire)
Jul-30-25 10:08AM	Volatility-Proof Your Portfolio With VIPS, GDS, FUTU & VRNA Stocks (Zacks)
Jul-29-25 08:00AM	Vipshop Releases 2024 ESG Report: From Operating Responsibly to Being a Respected Company (PR Newswire)
Jul-23-25 09:40AM	Should Value Investors Buy Vipshop (VIPS) Stock? (Zacks)
Jul-16-25 10:07AM	Weathering Market Uncertainty? Bet on VIPS, ALKT, FUTU & VRNA Now (Zacks)
Jul-07-25 09:40AM	Are Investors Undervaluing Vipshop (VIPS) Right Now? (Zacks)
Jul-03-25 04:12AM	Best Value Stocks to Buy for July 3rd (Zacks)
03:39AM	Best Income Stocks to Buy for July 3rd (Zacks)
Jul-02-25 09:50AM	Zacks Industry Outlook Highlights GoDaddy, Vipshop Holdings, QuinStreet and Asure Software (Zacks)
Jul-01-25 09:05AM	4 Internet Delivery Services Stocks to Watch in a Thriving Industry (Zacks)
Jun-19-25 09:40AM	Is Vipshop (VIPS) Stock Undervalued Right Now? (Zacks)
Jun-09-25 09:35AM	Vipshop Holdings Limited (VIPS) Crossed Above the 20-Day Moving Average: What That Means for Investors (Zacks)
Jun-03-25 09:40AM	Should Value Investors Buy Vipshop (VIPS) Stock? (Zacks)
May-21-25 01:09PM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
04:43AM	Vipshop Q1 Results Disappoint, Stock Tanks 2% (Insider Monkey)
03:14AM	Company News for May 21, 2025 (Zacks)
03:02AM	Vipshop Holdings Ltd (VIPS) Q1 2025 Earnings Call Highlights: Navigating Revenue Challenges ... (GuruFocus.com)
May-20-25 08:59AM	Chinese Discount Retailer Vipshop Stock Is Tumbling Tuesday: What's Going On? (Benzinga) -7.18%
08:34AM	Chinese Retailer Vipshop's Stock Sinks as Q1 Sales, Active Customers Fall Short (Investopedia)
05:00AM	Vipshop Reports Unaudited First Quarter 2025 Financial Results (PR Newswire)
May-12-25 05:00AM	Vipshop to Announce First Quarter 2025 Financial Results on May 20, 2025 (PR Newswire) +7.01%
Apr-22-25 03:27AM	Polaris Global Equity Composite Q1 2025 Commentary (Seeking Alpha)
Apr-20-25 01:40AM	Polaris International Equity Composite Q1 2025 Commentary (Seeking Alpha)
Apr-17-25 06:34AM	Vipshop Filed 2024 Annual Report on Form 20-F (PR Newswire)
Apr-03-25 06:38PM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
Mar-13-25 09:40AM	Are Investors Undervaluing Vipshop (VIPS) Right Now? (Zacks)
Mar-11-25 11:18AM	Vipshop Holdings Limited (VIPS): a Cheap Internet Stock to Buy According to Hedge Funds (Insider Monkey)
09:40AM	Is Vipshop (VIPS) Outperforming Other Computer and Technology Stocks This Year? (Zacks)
Mar-07-25 11:18AM	Is Vipshop Holdings Limited (VIPS) the Cheap Chinese Stock to Buy Now? (Insider Monkey)
Feb-27-25 06:36PM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
Feb-26-25 07:21AM	Why Vipshop Holdings Limited (VIPS) Soared on Tuesday (Insider Monkey)
Feb-25-25 09:40AM	Is Vipshop (VIPS) Stock Undervalued Right Now? (Zacks) +6.39%
02:16AM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
Feb-22-25 02:02AM	Vipshop Holdings Ltd (VIPS) Q4 2024 Earnings Call Highlights: Navigating Challenges with ... (GuruFocus.com)
Feb-21-25 06:44AM	Vipshop Stock Jumps After Q4 Earnings Beat, CEO Highlights Apparel Growth And Discounted Offerings, Sees Up To 5% Revenue Decline In Q1 (Benzinga)
06:03AM	Vipshop stock leaps on Q4 top and bottom line beat (Investing.com)
05:00AM	Vipshop Reports Unaudited Fourth Quarter and Full Year 2024 Financial Results (PR Newswire)
Feb-11-25 05:00AM	Vipshop to Announce Fourth Quarter and Full Year 2024 Financial Results on February 21, 2025 (PR Newswire)
Feb-06-25 09:40AM	Is Vipshop (VIPS) a Great Value Stock Right Now? (Zacks) +5.92%
Jan-24-25 06:32PM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
09:30AM	Vipshop Holdings Limited (VIPS) Recently Broke Out Above the 200-Day Moving Average (Zacks)
Jan-21-25 09:40AM	Should Value Investors Buy Vipshop (VIPS) Stock? (Zacks)
Dec-13-24 06:42PM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
Dec-09-24 07:12PM	Analyst Report: Vipshop Holdings Limited (Morningstar Research) +11.69%
Nov-20-24 05:15AM	Vipshop reports Q3 EPS RMB 2.47 vs. RMB 3.33 last year (TipRanks)
02:05AM	Analyst Report: Vipshop Holdings Limited (Morningstar Research)
02:02AM	Vipshop Holdings Ltd (VIPS) Q3 2024 Earnings Call Highlights: Navigating Economic Headwinds ... (GuruFocus.com)
Nov-19-24 08:17AM	Vipshop Beats Q3 Estimates Despite Sales Dip, Focuses On Long-Term Resilience (Benzinga)
05:00AM	Vipshop Reports Unaudited Third Quarter 2024 Financial Results (PR Newswire)
Nov-16-24 10:33AM	Is Vipshop Holdings Limited (NYSE:VIPS) One of the Cheapest Chinese Stocks to Buy? (Insider Monkey)
Nov-11-24 05:00AM	Vipshop to Announce Third Quarter 2024 Financial Results on November 19, 2024 (PR Newswire)
Nov-07-24 06:26AM	Vipshop initiated with an Overweight at Barclays (TipRanks)
05:00AM	Vipshop Holdings Limited to Hold Annual General Meeting on December 6, 2024 (PR Newswire)
Sep-24-24 06:22PM	Analyst Report: Vipshop Holdings Limited (Morningstar Research) +8.33%

Vipshop Holdings Ltd. is a holding company, which engages in the provision of online product sales and distributions services. It operates through the following segments: Vip.com, Shan Shan Outlets, and Others. The Others segment includes internet finance, offline shop, and city outlets. The company was founded by Ya Shen and Xiao Bo Hong on August 22, 2008 and is headquartered in Guangzhou, China.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Liu Chun	Director	Apr 08 '26	Sale	77.88	145	11,293	6,293	Apr 13 07:03 AM
Li Tianmin	Chief Technology Officer	Apr 08 '26	Sale	77.88	2,482	193,308	65,577	Apr 10 08:31 AM

AFL

Aflac Inc

MCD

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CWAN

Clearwater Analytics Holdings Inc

PHI

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LGHL

Lion Group Holding Ltd ADR

VIPS

Vipshop Holdings Ltd ADR

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