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BAC

Bank Of America Corp

Feb 17 • 04:00PM ET

52.74

+0.19 0.36 %

Financial • Banks - Diversified • USA • NYSE

Peers: JPM WFC C SCHW GS MS USB PNC TFC COF

| Held by: VTI VOO IVV SPY VTV XLF VIG VYM IWD SPYM

Index	S&P 500	P/E	13.76	EPS (ttm)	3.83	Insider Own	0.18%	Shs Outstand	7.21B	Perf Week	-6.51%
Market Cap	380.39B	Forward P/E	10.64	EPS next Y	4.96	Insider Trans	0.00%	Shs Float	7.20B	Perf Month	0.29%
Enterprise Value	-	PEG	0.76	EPS next Q	0.99	Inst Own	79.00%	Short Float	1.25%	Perf Quarter	-0.25%
Income	29.17B	P/S	1.95	EPS this Y	13.52%	Inst Trans	1.67%	Short Ratio	2.36	Perf Half Y	12.36%
Sales	194.71B	P/B	1.37	EPS next Y	14.59%	ROA	0.92%	Short Interest	90.33M	Perf YTD	-4.11%
Book/sh	38.44	P/C	-	EPS next 5Y	14.01%	ROE	10.23%	52W High	57.55 -8.36%	Perf Year	12.31%
Cash/sh	-	P/FCF	8.93	EPS past 3/5Y	6.15% 15.26%	ROIC	4.70%	52W Low	33.06 59.50%	Perf 3Y	49.19%
Dividend Est.	1.19 (2.26%)	EV/EBITDA	-	Sales past 3/5Y	17.58% 15.08%	Gross Margin	-	Volatility	3.75% 2.31%	Perf 5Y	53.27%
Dividend TTM	1.08 (2.05%)	EV/Sales	-	EPS Y/Y TTM	19.53%	Oper. Margin	18.07%	ATR (14)	1.36	Perf 10Y	319.90%
Dividend Ex-Date	Mar 06, 2026	Quick Ratio	-	Sales Y/Y TTM	-2.12%	Profit Margin	14.98%	RSI (14)	43.08	Recom	1.61
Dividend Gr. 3/5Y	7.89% 8.45%	Current Ratio	0.99	EPS Q/Q	20.13%	SMA20	-1.37%	Beta	1.27	Target Price	62.15
Payout	28.35%	Debt/Eq	2.34	Sales Q/Q	-2.38%	SMA50	-2.99%	Rel Volume	0.93	Prev Close	52.55
Employees	213000	LT Debt/Eq	1.05	Earnings	Jan 14 BMO	SMA200	5.57%	Avg Volume	38.24M	Price	52.74
IPO	Jun 05, 1979	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.24% 2.18%	Trades		Volume	35,472,245	Change	0.36%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-07-26	Downgrade	Wolfe Research	Outperform → Peer Perform
Oct-03-25	Upgrade	Erste Group	Hold → Buy
Jul-08-25	Downgrade	HSBC Securities	Buy → Hold	$51
Jun-27-25	Downgrade	Robert W. Baird	Outperform → Neutral	$52
May-15-25	Initiated	TD Cowen	Buy	$53
Apr-07-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$47
Mar-07-25	Upgrade	Robert W. Baird	Neutral → Outperform	$45 → $50
Jan-07-25	Upgrade	UBS	Neutral → Buy	$43 → $53
Jan-07-25	Upgrade	HSBC Securities	Hold → Buy	$50
Dec-09-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$48 → $55
Nov-08-24	Upgrade	Citigroup	Neutral → Buy	$46 → $54
Sep-03-24	Upgrade	Deutsche Bank	Hold → Buy	$45
Jul-09-24	Upgrade	Piper Sandler	Underweight → Neutral	$37 → $42
Jul-02-24	Upgrade	Seaport Research Partners	Neutral → Buy	$48
Jun-14-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$37 → $46
Apr-19-24	Upgrade	Wolfe Research	Peer Perform → Outperform	$42
Apr-04-24	Downgrade	UBS	Buy → Neutral	$39 → $40
Mar-28-24	Downgrade	HSBC Securities	Buy → Hold	$38 → $39
Jan-30-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$32 → $41
Jan-16-24	Downgrade	Odeon	Buy → Hold

Show Previous Ratings

Feb-17-26 06:23PM	Shopify Posts 31% Revenue Growth, Guides Low-30s Expansion (GuruFocus.com)
06:10PM	Berkshire Hathaway Takes Stake In New York Times, Cuts Apple, Amazon Holdings (Investor's Business Daily)
04:53PM	Berkshire Buys New York Times Stock; Sells Apple, Bank of America, Amazon In 4Q (Barrons.com)
05:10PM	Berkshire issues last 13F of Buffett-era, enters new media name (Investing.com)
05:02PM	Berkshire Pares Stakes in Apple and BofA, Adds New York Times Position (The Wall Street Journal)
04:53PM	Loading…
04:53PM	Buffett's Final Filing: Berkshire Initiates New York Times Stake, Slashes Amazon Position Before CEO Transition (Benzinga)
04:04PM	Big Bank CEOs received serious pay bumps in 2025 (Yahoo Finance Video)
11:35AM	Big Bank CEO pay surged by $45 million in 2025 (Yahoo Finance)
09:49AM	JPMorgan's Q4 Loan Trajectory: Where Did Expansion Show Up? (Zacks)
07:22AM	AI Spending by U.S. Companies Has Fund Managers Looking Overseas for Stocks (Barrons.com)
07:05AM	A Top New Concern for Fund Managers: Companies Are 'Overinvesting' (The Wall Street Journal)
06:46AM	Dive Deposits: Want a bigger raise? Dont be a long-tenured bank CEO (Banking Dive)
06:44AM	BofA Survey Shows Investor Worry Over Capex Race at Record High (Bloomberg)
02:34AM	Global investors stay 'uber-bullish' but warn companies are overinvesting (Reuters)
Feb-16-26 09:05PM	BlackRock Touts 6%7% Fee Growth, Tokenized iShares and Digital Wallet Push at BofA Conference (MarketBeat)
06:02PM	Loading…
06:02PM	Bread Financial Sees Better January Credit, Flat Loan Growth in BofA Conference Discussion (MarketBeat)
05:09PM	Bank of America CEO Moynihan Sees GDP Outlook Improving, Consumer Spending Holding Up at BAC Conference (MarketBeat)
01:06PM	Ares Management CEO Sees Strong 2026 Deal Pipeline, Details AI Strategy at BofA Conference (MarketBeat)
12:03PM	Apollo Global Management Touts $40T Private Credit Opportunity, AI Financing and Fund XI at BofA Conference (MarketBeat)
10:12AM	Ameriprise Financial CFO Touts Integrated Model, Advisor Growth and Bigger Buybacks at BofA Conference (MarketBeat)
09:02AM	Ally Financial Sees 2026 Margin Rebound, Targets Mid-Teens Returns at BofA Conference (MarketBeat)
01:58AM	Is Stock Market Open Today? What's Open, What's Closed On Presidents Day 2026? (Benzinga)
Feb-15-26 09:04PM	Victory Capital CEO Sees Mass Consolidation as Firm Targets $1T AUM at BofA Conference (MarketBeat)
04:36PM	How economic data can often be both 'worse' and 'good' (Yahoo Finance)
11:33AM	Goldman Sachs delivers contrarian take on the economy (TheStreet)
Feb-14-26 04:04PM	Principal Financial CEO Lifts ROE Target, Highlights SMB Growth and AI Push at BofA Conference (MarketBeat)
06:00AM	Six Wall Street bank chiefs bring in combined pay of $250 million in 2025 (Financial Times)
Feb-13-26 06:06PM	Heres What the Big Bank CEOs Got Paid in 2025 (The Wall Street Journal)
11:39AM	Berkshire Hathaway Might Have Sold More Apple, Bank of America Stock in Fourth Quarter (Barrons.com)
11:30AM	Why Is Bank of America (BAC) Down 0.1% Since Last Earnings Report? (Zacks)
11:24AM	Loading…
11:24AM	Citigroup Trades at a Discount to Industry: How to Play the Stock? (Zacks)
10:09AM	Why Analysts Are Closely Watching Bank of America Corporation (BAC) (Insider Monkey)
Feb-12-26 03:10PM	DoorDash set to report in-line Q4 earnings amid strong online and retail delivery trends (Proactive)
02:21PM	Clear Street IPO Targets $12 Billion as Some Investors Push Back (GuruFocus.com)
12:15PM	AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear (Zacks)
12:12PM	How to Approach Wells Fargo Stocks as It Gains 14.2% in 6 Months? (Zacks)
11:07AM	Bank of America resets future estimates for CVS post earnings (TheStreet)
10:55AM	Energy is firmly in a rotational bull market, BofA says (Investing.com)
09:00AM	BofA Community Development Banking Delivers $7.4 Billion in Financing, Creating 11,000+ Affordable Housing Units in 2025 (PR Newswire)
08:52AM	BofA sees modest earnings downside for Apple from memory headwinds (Investing.com)
07:10AM	Judge: Blind-eye accusation sufficient in BofAs Epstein case (Banking Dive)
06:50AM	Welcome to the E-shaped economy: Wealth gap is no longer between just high and low earners, the middle class is also struggling out on its own (Fortune)
03:54AM	BAT reports 2025 results ahead of forecasts, reiterates guidance (Investing.com)
Feb-11-26 07:58PM	US judge says Bank of America's alleged 'reckless disregard' supports Epstein lawsuit (Reuters)
04:45PM	New AI Worries End Dow Industrials' Three-Session Winning Streak (The Wall Street Journal)
02:47PM	Bank of America CEO drops surprising view on the economy (TheStreet)
11:00AM	Wells Fargo Bets on Credit Cards & Auto Loans to Drive 2026 Growth (Zacks)
10:44AM	Jobs Revisions Today: What to Know (The Wall Street Journal)
07:30AM	Banks sharpen stance on stablecoin rules during White House clash as key crypto bill remains on ice (Yahoo Finance)
Feb-10-26 11:09PM	How alternative asset managers are easing software fears (CNBC TV)
05:08PM	AI Threat Widens to Financial Sector (The Wall Street Journal)
12:07PM	Bank of America CEO Brian Moynihan: The consumer is spending and all cohorts are growing (CNBC TV)
11:24AM	This name is digitalizing global money movement, BofA says and initiates at Buy (Investing.com)
10:18AM	An Activist Investor Enters Wall Street Banks' Cozy Club (Barrons.com)
09:00AM	539 Merrill Advisors Recognized on Forbes' Top Women Wealth Advisor Lists (PR Newswire)
08:41AM	BAC Trades at a Discount to Industry: Right Time to Buy the Stock? (Zacks)
07:00AM	These Low IV Stocks May Be Setting Up for an Explosive Move (Barchart)
05:37AM	The Zacks Analyst Blog Highlights Bank of America, Toyota Motor, Shell and Universal Safety (Zacks)
Feb-09-26 02:36PM	Top Research Reports for Bank of America, Toyota Motor & Shell (Zacks)
01:07PM	Bank of America sends quiet warning to stock market investors (TheStreet)
12:03PM	Bank of America resets Uber stock price after earnings (TheStreet)
08:30AM	Bank of America flags a really big risk to bonds the stock market (MarketWatch)
Feb-08-26 04:31AM	Bank of America (BAC) Maintains Dividend Amid Strong Earnings and Moderate Outlook (Insider Monkey)
Feb-07-26 06:01PM	'Stay Long Detroit, Short Davos': Why BofA's Hartnett Sees A Main Street Boom Ahead Of The Midterms (Benzinga)
09:33AM	Goldman Sachs signals grim shift as software stocks bounce (TheStreet)
Feb-06-26 01:17PM	Bank of America resets Google stock forecast post-earnings (TheStreet)
12:46PM	Goldman, JPMorgan Bankers See Bonus Pools Rise at Least 10% (Bloomberg)
12:25PM	Financial Services Roundup: Market Talk (The Wall Street Journal)
11:19AM	Wall Street Banks Lift Bonuses 10% as Trading Revenue Jumps 16% (GuruFocus.com)
06:30AM	BofAs Hartnett Says Midcaps Are Best Play Ahead of US Midterms (Bloomberg)
05:57AM	Bank of Americas SSI Points to 12% Upside for the S&P 500 Here Are 2 Stocks to Play the Call (TipRanks)
Feb-05-26 08:37PM	Bank of America resets Qualcomm stock price target after earnings (TheStreet)
04:15PM	Bank of America Announces Full Redemption of Its Series DD Preferred Stock and Related Depositary Shares (PR Newswire)
02:10PM	BofA cuts storage REITS, Public Storage, Extra Space and Americold (Investing.com)
12:17PM	Cathie Wood Adds Tesla Stock To Space ETF: Is This A Bet On SpaceX Merger? (Benzinga)
10:54AM	BofA lists 5 best stocks as AI spending directly benefits Gas (Investing.com)
10:23AM	Trump is giving the U.S. economy a $65 billion tax-refund shot in the arm, mostly for higher-income people, BofA says (Fortune)
09:00AM	Here is What to Know Beyond Why Bank of America Corporation (BAC) is a Trending Stock (Zacks)
08:28AM	Analysts Love These 3 Stocks Trading Near 52-Week Lows-Here's Why (MarketBeat)
07:06AM	Inside Bank of Americas plan for credit card growth (Banking Dive)
06:40AM	BofA Reworks Credit Cards to Fuel Ambitious Consumer Profit Plan (Bloomberg)
06:24AM	BofA moves Equinor down to Neutral on limited share price upside (Investing.com)
02:00AM	7 Bank Stocks With Solid-and Growing-Dividends (Barrons.com)
Feb-04-26 08:50AM	BoA Strategist Just Warned of Sell Signal in Stocks (24/7 Wall St.)
08:43AM	5 Goldman Sachs Top Stock Picks Have Huge Upside Potential and Pay Dividends (24/7 Wall St.)
Feb-03-26 04:15PM	Bank of America Declares First Quarter 2026 Stock Dividends (PR Newswire)
03:22PM	JPMorgan CEO Jamie Dimon Stands to Reap Almost $250 Million From Option Grant (Barrons.com)
05:49AM	Analysts Cut Bank of America (BAC) Price Targets Amid Adjusted Provisions and Buyback Pause (Insider Monkey)
Feb-02-26 02:20PM	Big Banks Are Loading up on Bitcoin. Should Individual Investors Do the Same? (Motley Fool)
12:39PM	Why These 2 Stocks Remain My Top Stocks to Buy for 2026 and Beyond (Motley Fool)
11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
09:50AM	3 reasons why BofA expects compute stocks to re-energize (Investing.com)
07:30AM	BofA indicator implies S&P 500 return of 12% over the next 12 months (Investing.com)
04:26AM	Investing Legend Warren Buffett Sold 45% of Berkshire Hathaway's Bank of America Stake and Bought Shares of This Consumer Favorite for 5 Consecutive Quarters Before Retiring (Motley Fool)
Feb-01-26 07:31PM	Jamie Dimon Reportedly Blasted Brian Armstrong In Davos: 'You Are Full Of...' (Benzinga)
09:30AM	Wall Street banks, crypto leaders set to meet in Washington with landmark Clarity Act hanging in the balance (Yahoo Finance)
Jan-31-26 07:00AM	MarketBeat Week in Review - 01/26 - 01/30 (MarketBeat)
04:00AM	Investors Are Wary of Stocks and Bonds. They Are Buying Alternative Assets in ETFs. (Barrons.com)
Jan-30-26 05:12PM	Why Texas Instruments Stock Was a Monster Winner This Week (Motley Fool)
02:17PM	Bank of America resets IBM price target after earnings (TheStreet)

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients' needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BANK OF AMERICA CORP /DE/	10% Owner	Feb 02 '26	Sale	3.05	2,918	8,906	231,138	Feb 04 09:03 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jan 26 '26	Buy	12.54	343	4,303	343	Jan 28 01:23 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jan 26 '26	Sale	12.25	343	4,202	0	Jan 28 01:23 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jan 02 '26	Buy	9.08	8,531	77,502	8,531	Jan 05 01:30 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jan 02 '26	Sale	9.00	8,531	76,779	0	Jan 05 01:30 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jan 02 '26	Buy	12.61	6,075	76,606	6,075	Jan 05 01:28 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jan 02 '26	Sale	12.52	6,075	76,029	0	Jan 05 01:28 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jan 02 '26	Buy	12.01	6,374	76,520	6,374	Jan 05 12:50 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jan 02 '26	Sale	11.99	6,374	76,434	0	Jan 05 12:50 PM
BANK OF AMERICA CORP /DE/	10% Owner	Dec 29 '25	Buy	10.20	1,500	15,292	1,500	Dec 30 02:08 PM
BANK OF AMERICA CORP /DE/	10% Owner	Dec 29 '25	Sale	10.21	1,500	15,315	0	Dec 30 02:08 PM
BANK OF AMERICA CORP /DE/	10% Owner	Dec 19 '25	Buy	10.32	1,000	10,319	1,000	Dec 22 05:14 PM
BANK OF AMERICA CORP /DE/	10% Owner	Dec 19 '25	Sale	10.54	1,000	10,540	0	Dec 22 05:14 PM
BANK OF AMERICA CORP /DE/	10% Owner	Dec 08 '25	Buy	11.53	1,000	11,530	1,000	Dec 10 08:42 AM
BANK OF AMERICA CORP /DE/	10% Owner	Dec 08 '25	Sale	11.46	1,000	11,455	0	Dec 10 08:42 AM
BANK OF AMERICA CORP /DE/	10% Owner	Nov 18 '25	Sale	24.56	1,164	28,588	0	Nov 20 04:34 PM
BANK OF AMERICA CORP /DE/	10% Owner	Nov 14 '25	Buy	24.76	1,164	28,821	1,164	Nov 18 06:01 PM
BANK OF AMERICA CORP /DE/	10% Owner	Nov 07 '25	Buy	12.55	1	13	1	Nov 12 11:28 AM
BANK OF AMERICA CORP /DE/	10% Owner	Nov 07 '25	Sale	12.54	1	13	0	Nov 12 11:28 AM
BANK OF AMERICA CORP /DE/	10% Owner	Nov 06 '25	Sale	12.54	1	13	0	Nov 07 03:20 PM
BANK OF AMERICA CORP /DE/	10% Owner	Oct 13 '25	Buy	12.48	1	12	1	Oct 15 02:45 PM
BANK OF AMERICA CORP /DE/	10% Owner	Oct 10 '25	Buy	10.56	6,440	68,006	6,440	Oct 14 01:37 PM
BANK OF AMERICA CORP /DE/	10% Owner	Oct 10 '25	Sale	10.63	6,440	68,489	0	Oct 14 01:37 PM
BANK OF AMERICA CORP /DE/	10% Owner	Oct 09 '25	Buy	10.62	190	2,018	190	Oct 10 04:07 PM
BANK OF AMERICA CORP /DE/	10% Owner	Oct 09 '25	Sale	10.62	190	2,018	0	Oct 10 04:07 PM
BANK OF AMERICA CORP /DE/	10% Owner	Oct 03 '25	Buy	12.53	2,250	28,187	2,250	Oct 07 03:36 PM
BANK OF AMERICA CORP /DE/	10% Owner	Oct 03 '25	Sale	12.57	2,250	28,292	0	Oct 07 03:36 PM
BANK OF AMERICA CORP /DE/	10% Owner	Sep 26 '25	Buy	12.40	197	2,443	197	Oct 01 06:43 PM
BANK OF AMERICA CORP /DE/	10% Owner	Sep 26 '25	Sale	12.39	197	2,442	0	Oct 01 06:43 PM
BANK OF AMERICA CORP /DE/	10% Owner	Sep 25 '25	Buy	12.64	4,780	60,419	4,780	Sep 29 03:39 PM
BANK OF AMERICA CORP /DE/	10% Owner	Sep 25 '25	Sale	12.68	4,780	60,610	0	Sep 29 03:39 PM
BANK OF AMERICA CORP /DE/	10% Owner	Sep 17 '25	Buy	10.64	10,784	114,796	10,784	Sep 19 04:31 PM
BANK OF AMERICA CORP /DE/	10% Owner	Sep 17 '25	Sale	10.56	10,784	113,879	0	Sep 19 04:31 PM
BANK OF AMERICA CORP /DE/	10% Owner	Aug 19 '25	Buy	11.81	2,100	24,795	2,100	Aug 21 12:01 PM
BANK OF AMERICA CORP /DE/	10% Owner	Aug 19 '25	Sale	11.86	2,100	24,906	0	Aug 21 12:01 PM
BANK OF AMERICA CORP /DE/	10% Owner	Aug 11 '25	Buy	6.52	105	684	105	Aug 13 07:51 PM
BANK OF AMERICA CORP /DE/	10% Owner	Aug 11 '25	Sale	6.52	105	684	0	Aug 13 07:51 PM
BANK OF AMERICA CORP /DE/	10% Owner	Aug 11 '25	Buy	8.22	349	2,871	349	Aug 13 07:32 PM
BANK OF AMERICA CORP /DE/	10% Owner	Aug 11 '25	Sale	8.22	349	2,871	0	Aug 13 07:32 PM
DeMare James P	President, Global Markets	Aug 01 '25	Sale	45.57	148,391	6,761,733	223,407	Aug 01 04:31 PM
DeMare James P	Officer	Aug 01 '25	Proposed Sale	47.32	148,391	7,021,862		Aug 01 02:21 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jul 02 '25	Buy	7.34	111	815	111	Jul 07 04:41 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jul 02 '25	Sale	7.46	111	828	0	Jul 07 04:41 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jun 11 '25	Buy	7.95	38,169	303,633	38,169	Jun 13 04:58 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jun 11 '25	Sale	7.90	8,126	64,193	30,043	Jun 13 04:58 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jun 11 '25	Buy	7.45	30,448	226,798	30,448	Jun 13 04:38 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jun 11 '25	Sale	7.42	18,208	135,097	12,240	Jun 13 04:38 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jun 11 '25	Buy	5.30	75	398	75	Jun 13 03:28 PM
BANK OF AMERICA CORP /DE/	10% Owner	Jun 11 '25	Sale	5.30	75	398	0	Jun 13 03:28 PM
Boland Darrin Steve	Officer	May 07 '25	Proposed Sale	40.84	42,207	1,723,733		May 07 09:35 AM
BANK OF AMERICA CORP /DE/	10% Owner	Apr 16 '25	Buy	11.09	2,103	23,322	2,103	Apr 17 05:38 PM
BANK OF AMERICA CORP /DE/	10% Owner	Apr 09 '25	Buy	10.85	13	141	13	Apr 11 04:17 PM
BANK OF AMERICA CORP /DE/	10% Owner	Apr 09 '25	Sale	10.89	13	142	0	Apr 11 04:17 PM
BANK OF AMERICA CORP /DE/	10% Owner	Mar 14 '25	Buy	12.45	8,100	100,813	8,100	Mar 18 03:47 PM
BANK OF AMERICA CORP /DE/	10% Owner	Mar 14 '25	Sale	12.30	8,100	99,670	0	Mar 18 03:47 PM
BANK OF AMERICA CORP /DE/	10% Owner	Mar 11 '25	Buy	12.43	1	12	1	Mar 13 02:10 PM
BANK OF AMERICA CORP /DE/	10% Owner	Mar 11 '25	Sale	12.48	1	12	0	Mar 13 02:10 PM
BANK OF AMERICA CORP /DE/	10% Owner	Feb 26 '25	Buy	9.19	8	73	8	Feb 28 02:35 PM
BANK OF AMERICA CORP /DE/	10% Owner	Feb 26 '25	Sale	9.06	8	72	0	Feb 28 02:35 PM
BANK OF AMERICA CORP /DE/	10% Owner	Feb 24 '25	Buy	9.08	1,387	12,594	1,387	Feb 26 02:05 PM
BANK OF AMERICA CORP /DE/	10% Owner	Feb 24 '25	Sale	9.10	1,387	12,622	0	Feb 26 02:05 PM
BANK OF AMERICA CORP /DE/	10% Owner	Feb 21 '25	Buy	9.02	24,110	217,472	24,110	Feb 25 02:03 PM
BANK OF AMERICA CORP /DE/	10% Owner	Feb 21 '25	Sale	9.13	24,110	220,179	0	Feb 25 02:03 PM

Open in Screener

JPM

JPMorgan Chase & Co

Feb 17 • 04:00PM ET

307.13

+4.58 1.51 %

Financial • Banks - Diversified • USA • NYSE

JPM JPMorgan Chase & Co daily Stock Chart

Peers: BAC WFC C GS MS BK USB PNC TFC COF

| Held by: VTI VOO IVV SPY VTV XLF VIG VYM IWD DIA

Index	DJIA, S&P 500	P/E	15.35	EPS (ttm)	20.01	Insider Own	0.38%	Shs Outstand	2.72B	Perf Week	-4.65%
Market Cap	836.09B	Forward P/E	13.25	EPS next Y	23.17	Insider Trans	-0.67%	Shs Float	2.71B	Perf Month	-0.69%
Enterprise Value	-	PEG	1.49	EPS next Q	5.26	Inst Own	74.47%	Short Float	0.69%	Perf Quarter	-0.76%
Income	55.68B	P/S	2.99	EPS this Y	6.72%	Inst Trans	0.57%	Short Ratio	1.79	Perf Half Y	5.73%
Sales	279.84B	P/B	2.42	EPS next Y	8.45%	ROA	1.34%	Short Interest	18.83M	Perf YTD	-4.68%
Book/sh	126.99	P/C	-	EPS next 5Y	8.87%	ROE	16.06%	52W High	337.25 -8.93%	Perf Year	11.04%
Cash/sh	-	P/FCF	8.29	EPS past 3/5Y	18.32% 17.66%	ROIC	7.04%	52W Low	202.16 51.92%	Perf 3Y	115.92%
Dividend Est.	6.36 (2.07%)	EV/EBITDA	-	Sales past 3/5Y	21.00% 17.27%	Gross Margin	-	Volatility	3.58% 2.41%	Perf 5Y	111.67%
Dividend TTM	5.80 (1.89%)	EV/Sales	-	EPS Y/Y TTM	1.34%	Oper. Margin	26.07%	ATR (14)	8.24	Perf 10Y	422.60%
Dividend Ex-Date	Jan 06, 2026	Quick Ratio	-	Sales Y/Y TTM	0.37%	Profit Margin	19.90%	RSI (14)	46.26	Recom	1.93
Dividend Gr. 3/5Y	13.19% 10.01%	Current Ratio	1.00	EPS Q/Q	-3.72%	SMA20	-0.23%	Beta	1.05	Target Price	351.92
Payout	28.97%	Debt/Eq	2.70	Sales Q/Q	3.15%	SMA50	-2.51%	Rel Volume	0.81	Prev Close	302.55
Employees	318512	LT Debt/Eq	1.18	Earnings	Jan 13 BMO	SMA200	3.31%	Avg Volume	10.50M	Price	307.13
IPO	Mar 05, 1969	Option/Short	Yes / Yes	EPS/Sales Surpr.	-4.57% -0.80%	Trades		Volume	8,470,213	Change	1.51%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-03-26	Upgrade	Robert W. Baird	Underperform → Neutral	$280
Jan-07-26	Downgrade	Wolfe Research	Outperform → Peer Perform
Jul-09-25	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$327
Jul-08-25	Downgrade	HSBC Securities	Hold → Reduce	$259
Jun-27-25	Downgrade	Robert W. Baird	Neutral → Underperform	$235
May-15-25	Initiated	TD Cowen	Buy	$305
Mar-07-25	Upgrade	Robert W. Baird	Underperform → Neutral	$215 → $220
Jan-03-25	Upgrade	Wolfe Research	Peer Perform → Outperform	$269
Nov-20-24	Downgrade	Oppenheimer	Outperform → Perform
Nov-07-24	Downgrade	Robert W. Baird	Neutral → Underperform	$200
Sep-30-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$220 → $224
Sep-03-24	Downgrade	Deutsche Bank	Buy → Hold	$235
Aug-20-24	Downgrade	Daiwa Securities	Buy → Outperform	$240
Jul-08-24	Downgrade	Wolfe Research	Outperform → Peer Perform
Jan-09-24	Upgrade	Deutsche Bank	Hold → Buy	$140 → $190
Dec-18-23	Upgrade	Daiwa Securities	Outperform → Buy
Nov-02-23	Downgrade	Odeon	Buy → Hold	$140
Sep-07-23	Initiated	HSBC Securities	Hold	$159
Jul-12-23	Downgrade	Citigroup	Buy → Neutral	$160
Jul-11-23	Upgrade	Jefferies	Hold → Buy	$149 → $165

Show Previous Ratings

Feb-17-26 07:03PM	JPMorgan Opened a Bar for Employees. If Only They Could Get In. (The Wall Street Journal)
05:45PM	JPMorgan Chase & Co. (JPM) Outpaces Stock Market Gains: What You Should Know (Zacks)
04:04PM	Big Bank CEOs received serious pay bumps in 2025 (Yahoo Finance Video)
02:30PM	JPMorgan Flags 'AI-Resilient' Software Names After Selloff (Benzinga)
02:03PM	J.P. Morgan has a surprising take on a weaker U.S. dollar (TheStreet)
11:35AM	Loading…
11:35AM	Big Bank CEO pay surged by $45 million in 2025 (Yahoo Finance)
10:35AM	AI Scare Wipes $56 Billion Off Indian IT, Index Slides 15% (GuruFocus.com)
09:49AM	JPMorgan's Q4 Loan Trajectory: Where Did Expansion Show Up? (Zacks)
09:05AM	Do Wall Street Analysts Like Northern Trust Stock? (Barchart)
08:16AM	The XLF Financial Sector ETF Puts 25% of Your Money in Just Two Stocks (24/7 Wall St.)
Feb-16-26 12:47PM	JPMorgan builds $2.93 billion stake in health care stock (TheStreet)
04:07AM	JPMorgan Sees 'Inflection Point' for Health Care Stocks (Bloomberg)
01:58AM	Is Stock Market Open Today? What's Open, What's Closed On Presidents Day 2026? (Benzinga)
Feb-14-26 06:00AM	Six Wall Street bank chiefs bring in combined pay of $250 million in 2025 (Financial Times)
Feb-13-26 04:28PM	JPMorganChase Files Form 10-K for the Fiscal Year Ended December 31, 2025 (Business Wire)
04:27PM	Loading…
04:27PM	JPMorganChase Declares Preferred Stock Dividends (Business Wire)
02:40PM	DayOne Picks JPMorgan, Morgan Stanley for Potential $5 Billion US IPO (GuruFocus.com)
11:47AM	PNC Financial's Arm Rolls Out Premier Client for Mass-Affluent Clients (Zacks)
11:18AM	GS Stock Up 37.5% in a Year: Smart Entry Point or Wait for Pullback? (Zacks)
11:02AM	Citigroup Boosts Jane Fraser Pay 22% to $42 Million After 66% Stock Surge (GuruFocus.com)
10:09AM	JPMorgan Chase & Co. (JPM) Upgraded to Neutral Despite Valuation Concerns (Insider Monkey)
09:00AM	JPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should Know (Zacks)
08:27AM	JPMorgan's Berro Sees Fixed Income Traders as Focused, Not Relaxed (Bloomberg)
07:54AM	Goldman Sachs, JPMorgan, and Citigroup All Plunge Over 5% on Thursday (24/7 Wall St.)
07:07AM	JPMorgan Chase names new COO to drive AI expansion (Private Banker International)
06:21AM	JPMorgan Deepens AI Push With Reshuffle (GuruFocus.com)
Feb-12-26 07:26PM	With Stocks Still Riding High, Now Is the Time to Rebalance. (Barrons.com)
03:00PM	Tom Lee And Dow Jones Industrial Average Have 8 Stocks In Common: Do You Own Any Top Picks? (Benzinga)
02:25PM	Software Stocks Trade Near Historic Lows as 42% Hit Bottom Valuations (GuruFocus.com)
02:20PM	JPM Stock in Focus Amid Rate Cap Push (GuruFocus.com)
12:15PM	Loading…
12:15PM	AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear (Zacks)
11:30AM	Why Is JPMorgan Chase & Co. (JPM) Up 1% Since Last Earnings Report? (Zacks)
10:21AM	IREN Bounces Back: The Market Votes Yes as Big Banks Step In (MarketBeat)
09:45AM	JPMorgan vs. Truist Financial: Which Bank Stock Will Win in 2026? (Zacks)
05:59AM	Market Is One Jobs Number From Being Nervous, Says JPMorgan's Misra (Bloomberg)
Feb-11-26 06:52PM	Vatican Bank Is Picking Stocks - And It Likes Meta, Amazon The Most (Benzinga)
04:45PM	New AI Worries End Dow Industrials' Three-Session Winning Streak (The Wall Street Journal)
12:34PM	JPMorgan bullish on crypto for rest of year as institutional flows set to drive recovery (CoinDesk)
10:31AM	JPMorgan, Nacha to share data via blockchain (Payments Dive)
09:43AM	Analysts react as Robinhood slumps 10%, with slowdown in crypto trading weighing on results (CoinDesk)
09:32AM	Stock Market News for Feb 11, 2026 (Zacks)
09:30AM	Earnings Growth & Price Strength Make JPMorgan Chase & Co. (JPM) a Stock to Watch (Zacks)
09:20AM	Kyndryls Collapse Isnt a Dip Worth Buying (Barrons.com)
08:46AM	Vanguards 0.04% ETF Is Outperforming The S&P 500 (24/7 Wall St.)
08:23AM	VYMs S&P Beating Dividend Survived Two Decades Without Missing a Payment (24/7 Wall St.)
07:35AM	Mattel shares plunge: Citi and JPM cut ratings as analysts flag uncertain outlook (Investing.com)
07:30AM	Banks sharpen stance on stablecoin rules during White House clash as key crypto bill remains on ice (Yahoo Finance)
06:00AM	JPMorgan hints at why it shut down Trumps bank accounts after $5B lawsuit. Is debanking against the law in America? (Moneywise)
Feb-10-26 07:44PM	JPMorgan's Craig on Trading Opportunities in AI Selloff (Bloomberg)
02:53PM	JPMorgan cuts popular crypto stock's price target ahead of earnings (TheStreet)
01:50PM	Chinese AI IPOs Surge as JPMorgan, Goldman Initiate Coverage; MiniMax Jumps 230% (GuruFocus.com)
01:21PM	Microsoft and 18 More Software Stocks That Can Be AI Survivors (Barrons.com)
12:00PM	Struggling Coinbase gets price target cut from JPMorgan ahead of Thursday earnings (CoinDesk)
11:40AM	Covered Call ETF Risks Are on Full Display. Why It Might Get Much Worse. (Barchart)
11:12AM	Microsoft, CrowdStrike, and 17 Software Stocks That Can Survive AI (Barrons.com)
08:51AM	Is Morgan Stanley's Wealth Pivot Enough to Make the Stock a Buy? (Zacks)
08:41AM	BAC Trades at a Discount to Industry: Right Time to Buy the Stock? (Zacks)
06:23AM	Goldman Sachs leads construction M&A deal value for 2025 (World Construction Network)
Feb-09-26 05:03PM	J.P. Morgan predicts what's next for health care, Medicare (TheStreet)
02:56PM	Save the Date: 2nd LA CorpGov Forum Sep 18 Featuring Sports, Entertainment & M&A (CorpGov.com)
02:27PM	How Hershey, United Airlines, and Others Unseated AI to Become the New Stock Market Darlings (Barrons.com)
12:23PM	JPMorgans nationwide home price forecast hides a Sunbelt full of pain. Watch out, Florida and Texas (Fortune)
11:16AM	The 0.04% Fee ETF That Turned $10,000 Into Over $35,000 Like Magic (24/7 Wall St.)
11:00AM	Top analyst: Trumps economy marked by soggy consumption, weak job gains and a sour public mood (Fortune)
09:43AM	JPM sees dour demand outlook for China automakers, downgrades Li Auto (Investing.com)
08:33AM	HSBC Upgraded JPMorgan Chase & Co. (JPM) to Hold from Reduce and Set a New $319 Price Target (Insider Monkey)
06:00AM	SoFi or PayPal: J.P. Morgan Selects the Superior Fintech Stock to Buy (TipRanks)
Feb-08-26 12:25PM	IVVs Uninterrupted Dividend Streak Since 2000 Masks The True Income Profile (24/7 Wall St.)
04:31AM	Baird Upgrades JPMorgan (JPM) to Neutral After Q4 Earnings Beat (Insider Monkey)
04:05AM	Street Calls of the Week (Investing.com)
Feb-07-26 08:31AM	From AI Darlings To Dow Dinosaurs: Investors Flee Software For Old-Economy Stocks (Benzinga)
12:08AM	Sky Harbour Group Details Hangar Expansion, Cost Cuts, and $350M Funding Plan at Conference (MarketBeat)
Feb-06-26 11:48PM	Goldman Sachs Teams Up With Anthropic To Deploy AI For Core Banking Tasks (Benzinga)
09:46PM	Wealthy Families Are Worried About Geopolitics. But They're Not Rushing to AI, Crypto, or Gold (Barrons.com)
12:46PM	Goldman, JPMorgan Bankers See Bonus Pools Rise at Least 10% (Bloomberg)
11:28AM	Crown Holdings downgraded as rally and slower growth temper upside (Investing.com)
11:19AM	Wall Street Banks Lift Bonuses 10% as Trading Revenue Jumps 16% (GuruFocus.com)
10:45AM	JPMorgan, Rand Merchant Bank lead MENA 2025 M&A financial advisers list (Private Banker International)
10:45AM	JPMorgan's Kelly Sees Something Artificial in AI Profits (Bloomberg)
10:12AM	Bitcoin Could Bounce From 50% Crash - Here's What Record Layoffs Just Changed (Benzinga)
08:21AM	JPM analysts stay bullish on Rio Tinto in wake of collapsed Glencore merger talks (Proactive)
08:07AM	Here Are Fridays Top Wall Street Analyst Research Calls: Amazon.com, Caterpillar, Estee Lauder, JPMorgan, Norfolk Southern, Roku, Snap, Vistra, and More (24/7 Wall St.)
Feb-05-26 06:28PM	JPMorgan revisits Bitcoin forecast after crash (TheStreet)
12:48PM	Cardinal Health Stock Jumps After Earnings. Its CEO Explains What Went Right. (Barrons.com)
08:37AM	JPMorgan quant says Bitcoin now looks more attractive than gold long term (Investing.com)
06:40AM	BofA Reworks Credit Cards to Fuel Ambitious Consumer Profit Plan (Bloomberg)
04:46AM	JPM Sees 'Opportunities' Coming Out of Tech Stocks Selloff (Bloomberg)
02:00AM	7 Bank Stocks With Solid-and Growing-Dividends (Barrons.com)
Feb-04-26 02:57PM	CME Group Eyes 'CME Coin' After JPMorgan Success-Chart Shows Breakout To $320 (Benzinga)
11:43AM	What we're seeing in the markets so far this year is very healthy. says JPMorgan's Stephen Parker (CNBC TV)
10:54AM	J.P. Morgan rerates bitcoin mining stocks ahead of Q4 earnings (Blockspace)
02:20AM	The Financial Stock Big Money Managers Are Quietly Buying (Motley Fool)
12:00AM	Banks seek out new buyers for Oracle data centre loans (Financial Times)
Feb-03-26 04:32PM	JPMorgan reveals new investment bets of the worlds wealthiest people (TheStreet)
03:22PM	JPMorgan CEO Jamie Dimon Stands to Reap Almost $250 Million From Option Grant (Barrons.com)
11:12AM	JPMorgan rich valuation has capped upside despite solid trends (Investing.com)
09:05AM	Is the Dow Flashing a Warning Sign For Investors? (24/7 Wall St.)
09:03AM	JPMorgan Stays Bullish On Gold After Dip (GuruFocus.com)
09:00AM	Chase and Disney Launch the Disney Inspire Visa Card Featuring Exclusive Benefits for Cardmembers (Business Wire)
08:00AM	Here Are Tuesdays Top Wall Street Analyst Research Calls: Adobe, Disney, Exxon Mobil, Lockheed Martin, Mastercard, Palantir Technologies, SoFi Technologies, and More (24/7 Wall St.)

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Petno Douglas B	Co-CEO CIB	Feb 17 '26	Sale	306.40	3,487	1,068,429	364,828	Feb 17 05:21 PM
Erdoes Mary E.	CEO Asset & Wealth Management	Feb 17 '26	Sale	306.41	5,731	1,756,046	613,405	Feb 17 05:21 PM
Beer Lori A	Chief Information Officer	Feb 17 '26	Sale	306.40	2,047	627,207	60,452	Feb 17 05:21 PM
Barnum Jeremy	Chief Financial Officer	Feb 17 '26	Sale	306.42	2,892	886,157	23,804	Feb 17 05:21 PM
Lake Marianne	CEO CCB	Feb 17 '26	Sale	306.41	3,907	1,197,158	137,299	Feb 17 05:21 PM
Friedman Stacey	General Counsel	Feb 17 '26	Sale	306.40	3,404	1,042,985	61,949	Feb 17 05:21 PM
Stacey Friedman	General Counsel	Feb 17 '26	Proposed Sale	306.40	3,404	1,042,985		Feb 17 05:17 PM
Marianne Lake	CEO, Consumer and Community Ba	Feb 17 '26	Proposed Sale	306.41	3,907	1,197,158		Feb 17 05:17 PM
Douglas Petno	Co-CEO, Commercial and Investm	Feb 17 '26	Proposed Sale	306.40	3,487	1,068,429		Feb 17 05:17 PM
Mary E. Erdoes	CEO, Asset & Wealth Management	Feb 17 '26	Proposed Sale	306.41	5,731	1,756,046		Feb 17 05:16 PM
Lori Beer	Chief Information Officer	Feb 17 '26	Proposed Sale	306.40	2,047	627,207		Feb 17 05:16 PM
Jeremy Barnum	Chief Financial Officer	Feb 17 '26	Proposed Sale	306.42	2,892	886,157		Feb 17 05:16 PM
Piepszak Jennifer	Chief Operating Officer	Jan 16 '26	Sale	312.79	8,571	2,680,888	71,027	Jan 16 06:02 PM
Petno Douglas B	Co-CEO CIB	Jan 16 '26	Sale	312.80	3,487	1,090,728	369,126	Jan 16 06:02 PM
Lake Marianne	CEO CCB	Jan 16 '26	Sale	312.78	3,908	1,222,353	121,035	Jan 16 06:02 PM
Friedman Stacey	General Counsel	Jan 16 '26	Sale	312.80	3,404	1,064,758	65,353	Jan 16 06:02 PM
Erdoes Mary E.	CEO Asset & Wealth Management	Jan 16 '26	Sale	312.78	5,732	1,792,878	619,136	Jan 16 06:02 PM
Beer Lori A	Chief Information Officer	Jan 16 '26	Sale	312.80	2,047	640,295	62,499	Jan 16 06:02 PM
Barnum Jeremy	Chief Financial Officer	Jan 16 '26	Sale	312.79	2,893	904,890	26,696	Jan 16 06:02 PM
BACON ASHLEY	Chief Risk Officer	Jan 16 '26	Sale	312.79	7,364	2,303,393	237,157	Jan 16 06:02 PM
Stacey Friedman	General Counsel	Jan 16 '26	Proposed Sale	312.80	3,404	1,064,758		Jan 16 05:58 PM
Jeremy Barnum	Chief Financial Officer	Jan 16 '26	Proposed Sale	312.79	2,893	904,890		Jan 16 05:57 PM
Douglas B. Petno	Co-CEO, Commercial and Investm	Jan 16 '26	Proposed Sale	312.80	3,487	1,090,728		Jan 16 05:57 PM
Mary E. Erdoes	CEO, Asset & Wealth Management	Jan 16 '26	Proposed Sale	312.78	5,732	1,792,879		Jan 16 05:56 PM
Marianne Lake	CEO, Consumer and Community Ba	Jan 16 '26	Proposed Sale	312.78	3,908	1,222,353		Jan 16 05:56 PM
Lori Beer	Chief Information Officer	Jan 16 '26	Proposed Sale	312.80	2,047	640,295		Jan 16 05:56 PM
Jennifer Piepszak	Chief Operating Officer	Jan 16 '26	Proposed Sale	312.79	8,571	2,680,888		Jan 16 05:55 PM
Ashley Bacon	Chief Risk Officer	Jan 16 '26	Proposed Sale	312.79	7,364	2,303,393		Jan 16 05:54 PM
Korablina Elena A	Corporate Controller	Jan 13 '26	Option Exercise	0.00	14,746	0	27,818	Jan 15 04:16 PM
Rohrbaugh Troy L	Co-CEO CIB	Jan 13 '26	Option Exercise	0.00	42,788	0	184,414	Jan 15 04:16 PM
Piepszak Jennifer	Chief Operating Officer	Jan 13 '26	Option Exercise	0.00	33,918	0	96,373	Jan 15 04:16 PM
Petno Douglas B	Co-CEO CIB	Jan 13 '26	Option Exercise	0.00	29,976	0	388,640	Jan 15 04:16 PM
Leopold Robin	Head of Human Resources	Jan 13 '26	Option Exercise	0.00	14,742	0	73,221	Jan 15 04:16 PM
Lake Marianne	CEO CCB	Jan 13 '26	Option Exercise	0.00	33,918	0	97,322	Jan 15 04:16 PM
Friedman Stacey	General Counsel	Jan 13 '26	Option Exercise	0.00	29,442	0	65,962	Jan 15 04:16 PM
Erdoes Mary E.	CEO Asset & Wealth Management	Jan 13 '26	Option Exercise	0.00	50,138	0	652,080	Jan 15 04:16 PM
Beer Lori A	Chief Information Officer	Jan 13 '26	Option Exercise	0.00	17,165	0	73,521	Jan 15 04:16 PM
Barnum Jeremy	Chief Financial Officer	Jan 13 '26	Option Exercise	0.00	24,882	0	42,899	Jan 15 04:16 PM
BACON ASHLEY	Chief Risk Officer	Jan 13 '26	Option Exercise	0.00	28,908	0	258,699	Jan 15 04:16 PM
Leopold Robin	Head of Human Resources	Nov 07 '25	Sale	311.92	966	301,311	58,479	Nov 07 05:45 PM
Robin Leopold	Head of Human Resources	Nov 07 '25	Proposed Sale	311.92	966	301,311		Nov 07 05:36 PM
Korablina Elena A	Corporate Controller	Oct 25 '25	Option Exercise	0.00	1,707	0	14,035	Oct 27 04:20 PM
BAMMANN LINDA	Director	Sep 02 '25	Sale	297.94	9,500	2,830,472	82,207	Sep 02 04:54 PM
Linda B. Bammann	Director	Sep 02 '25	Proposed Sale	297.94	9,500	2,830,472		Sep 02 04:51 PM
BACON ASHLEY	Chief Risk Officer	Jun 12 '25	Sale	267.44	5,201	1,390,972	229,791	Jun 12 04:41 PM
Ashley Bacon	Chief Risk Officer	Jun 12 '25	Proposed Sale	267.44	5,201	1,390,971		Jun 12 04:38 PM
Piepszak Jennifer	Chief Operating Officer	Jun 05 '25	Sale	262.47	6,128	1,608,424	62,455	Jun 05 06:04 PM
Jennifer Piepszak	Chief Operating Officer	Jun 05 '25	Proposed Sale	262.47	6,128	1,608,424		Jun 05 06:01 PM
Friedman Stacey	General Counsel	May 20 '25	Sale	265.71	6,608	1,755,833	36,520	May 20 05:19 PM
Friedman Stacey	General Counsel	May 20 '25	Sale	265.71	2,821	749,576	68,757	May 20 05:19 PM
Stacey Friedman	General Counsel	May 20 '25	Proposed Sale	265.71	9,429	2,505,410		May 20 05:18 PM
Marianne Lake	CEO, Consumer and Community Ba	May 16 '25	Proposed Sale	267.08	12,274	3,278,087		May 16 05:13 PM
Lake Marianne	CEO CCB	May 16 '25	Sale	267.08	12,274	3,278,087	63,404	May 16 05:12 PM
Beer Lori A	Chief Information Officer	May 16 '25	Sale	267.09	5,873	1,568,605	56,356	May 16 04:56 PM
Lori Beer	Global Chief Information Offic	May 16 '25	Proposed Sale	267.09	5,873	1,568,606		May 16 04:53 PM
Petno Douglas B	Co-CEO CIB	May 15 '25	Sale	266.89	10,141	2,706,562	353,655	May 15 05:45 PM
Douglas B. Petno	Co-CEO, Commercial and Investm	May 15 '25	Proposed Sale	266.89	10,141	2,706,562		May 15 05:43 PM
Erdoes Mary E.	CEO Asset & Wealth Management	May 13 '25	Sale	262.54	14,055	3,689,941	608,410	May 13 06:13 PM
BACON ASHLEY	Chief Risk Officer	May 13 '25	Sale	262.53	5,202	1,365,656	234,992	May 13 06:13 PM
Mary E. Erdoes	CEO, Asset & Wealth Management	May 13 '25	Proposed Sale	262.54	14,055	3,689,941		May 13 06:12 PM
Ashley Bacon	Chief Risk Officer	May 13 '25	Proposed Sale	262.53	5,202	1,365,656		May 13 06:10 PM
Rohrbaugh Troy L	Co-CEO CIB	May 12 '25	Sale	263.08	12,500	3,288,444	151,126	May 12 04:23 PM
Troy Rohrbaugh	Co-CEO, Commercial and Investm	May 12 '25	Proposed Sale	263.08	12,500	3,288,443		May 12 04:20 PM
Barnum Jeremy	Chief Financial Officer	May 06 '25	Sale	250.77	40,014	10,034,435	18,017	May 06 08:34 PM
Piepszak Jennifer	Chief Operating Officer	May 06 '25	Sale	250.76	6,129	1,536,931	68,583	May 06 08:32 PM
Jeremy Barnum	Chief Financial Officer	May 06 '25	Proposed Sale	250.77	40,014	10,034,433		May 06 08:27 PM
Jennifer Piepszak	Chief Operating Officer	May 06 '25	Proposed Sale	250.76	6,129	1,536,931		May 06 08:26 PM
BAMMANN LINDA	Director	May 06 '25	Sale	250.00	9,500	2,375,000	91,539	May 06 05:45 PM
Linda B. Bammann	Director	May 06 '25	Proposed Sale	250.00	9,500	2,375,000		May 06 05:39 PM
DIMON JAMES	Chairman & CEO	Apr 14 '25	Sale	235.68	133,639	31,495,692	1,321,357	Apr 14 05:47 PM
James Dimon	Director, Chairman and Chief E	Apr 14 '25	Proposed Sale	235.68	133,639	31,495,688		Apr 14 05:46 PM
JPMORGAN CHASE & CO	10% Owner	Apr 09 '25	Buy	3.67	14	51	52,036,586	Apr 11 04:55 PM
Petno Douglas B	Co-CEO CIB	Mar 25 '25	Option Exercise	0.00	45,374	0	380,819	Mar 27 04:57 PM
Pinto Daniel E	President & COO	Mar 25 '25	Option Exercise	0.00	104,384	0	774,155	Mar 27 04:54 PM
Lake Marianne	CEO CCB	Mar 25 '25	Option Exercise	0.00	50,151	0	166,991	Mar 27 04:52 PM
Erdoes Mary E.	CEO Asset & Wealth Management	Mar 25 '25	Option Exercise	0.00	62,888	0	657,242	Mar 27 04:51 PM
BACON ASHLEY	Chief Risk Officer	Mar 25 '25	Option Exercise	0.00	42,191	0	261,579	Mar 27 04:48 PM
Rohrbaugh Troy L	Co-CEO CIB	Mar 25 '25	Option Exercise	0.00	67,664	0	201,045	Mar 27 04:21 PM
Piepszak Jennifer	Chief Operating Officer	Mar 25 '25	Option Exercise	0.00	50,151	0	100,348	Mar 27 04:21 PM
Leopold Robin	Head of Human Resources	Mar 25 '25	Option Exercise	0.00	23,085	0	72,212	Mar 27 04:21 PM
Friedman Stacey	General Counsel	Mar 25 '25	Option Exercise	0.00	42,191	0	86,508	Mar 27 04:21 PM
DIMON JAMES	Chairman & CEO	Mar 25 '25	Option Exercise	0.00	297,186	0	1,619,336	Mar 27 04:21 PM
Beer Lori A	Chief Information Officer	Mar 25 '25	Option Exercise	0.00	26,270	0	76,752	Mar 27 04:21 PM
Barnum Jeremy	Chief Financial Officer	Mar 25 '25	Option Exercise	0.00	29,633	0	74,419	Mar 27 04:21 PM
Rohrbaugh Troy L	Co-CEO CIB	Mar 24 '25	Sale	247.02	25,000	6,175,485	133,381	Mar 24 05:45 PM
Beer Lori A	Chief Information Officer	Mar 24 '25	Sale	246.93	2,052	506,698	50,482	Mar 24 05:45 PM
Piepszak Jennifer	Chief Operating Officer	Mar 24 '25	Sale	247.03	4,272	1,055,314	50,197	Mar 24 05:45 PM
Leopold Robin	Head of Human Resources	Mar 24 '25	Sale	246.92	1,250	308,652	49,127	Mar 24 05:45 PM
Troy Rohrbaugh	Co-CEO, Commercial and Investm	Mar 24 '25	Proposed Sale	247.02	25,000	6,175,485		Mar 24 05:43 PM
Lori Beer	Global Chief Information Offic	Mar 24 '25	Proposed Sale	246.93	2,052	506,698		Mar 24 05:41 PM
Jennifer Piepszak	Chief Operating Officer	Mar 24 '25	Proposed Sale	247.03	4,272	1,055,314		Mar 24 05:39 PM
Robin Leopold	Head of Human Resources	Mar 24 '25	Proposed Sale	246.92	1,250	308,652		Mar 24 05:37 PM
Rohrbaugh Troy L	Co-CEO CIB	Feb 20 '25	Sale	269.84	37,500	10,118,869	158,381	Feb 20 06:51 PM
Troy Rohrbaugh	Co-CEO, Commercial and Investm	Feb 20 '25	Proposed Sale	269.84	37,500	10,118,868		Feb 20 06:49 PM
Beer Lori A	Chief Information Officer	Feb 20 '25	Sale	269.88	2,053	554,054	52,534	Feb 20 06:49 PM
Lori Beer	Chief Information Officer	Feb 20 '25	Proposed Sale	269.88	2,053	554,054		Feb 20 06:46 PM
Piepszak Jennifer	Chief Operating Officer	Feb 20 '25	Sale	269.85	4,273	1,153,078	54,469	Feb 20 06:43 PM
Jennifer Piepszak	Chief Operating Officer	Feb 20 '25	Proposed Sale	269.85	4,273	1,153,078		Feb 20 06:41 PM
Leopold Robin	Head of Human Resources	Feb 20 '25	Sale	270.09	1,250	337,610	50,377	Feb 20 06:41 PM
Robin Leopold	Head of Human Resources	Feb 20 '25	Proposed Sale	270.09	1,250	337,610		Feb 20 06:39 PM

Open in Screener

GS

Goldman Sachs Group, Inc

Feb 17 • 04:00PM ET

916.04

+10.90 1.20 %

Financial • Capital Markets • USA • NYSE

GS Goldman Sachs Group, Inc daily Stock Chart

Peers: JPM BAC MS C WFC BK USB PNC TFC STT

| Held by: VTI VOO DIA IVV SPY VTV XLF VIG VYM IWD

Index	DJIA, S&P 500	P/E	17.86	EPS (ttm)	51.30	Insider Own	0.48%	Shs Outstand	307.10M	Perf Week	-2.92%
Market Cap	274.75B	Forward P/E	14.05	EPS next Y	65.22	Insider Trans	-8.60%	Shs Float	298.48M	Perf Month	-6.13%
Enterprise Value	-	PEG	1.22	EPS next Q	15.81	Inst Own	74.79%	Short Float	2.04%	Perf Quarter	13.72%
Income	16.30B	P/S	2.26	EPS this Y	13.74%	Inst Trans	0.83%	Short Ratio	2.65	Perf Half Y	25.36%
Sales	121.49B	P/B	2.56	EPS next Y	11.74%	ROA	0.99%	Short Interest	6.09M	Perf YTD	4.21%
Book/sh	357.69	P/C	-	EPS next 5Y	11.49%	ROE	13.91%	52W High	984.70 -6.97%	Perf Year	38.68%
Cash/sh	-	P/FCF	4.80	EPS past 3/5Y	19.52% 15.71%	ROIC	3.97%	52W Low	439.38 108.48%	Perf 3Y	148.59%
Dividend Est.	18.20 (1.99%)	EV/EBITDA	-	Sales past 3/5Y	16.77% 14.87%	Gross Margin	-	Volatility	4.10% 3.20%	Perf 5Y	192.91%
Dividend TTM	14.00 (1.53%)	EV/Sales	-	EPS Y/Y TTM	26.41%	Oper. Margin	15.07%	ATR (14)	30.94	Perf 10Y	506.89%
Dividend Ex-Date	Mar 02, 2026	Quick Ratio	-	Sales Y/Y TTM	-3.85%	Profit Margin	13.42%	RSI (14)	47.81	Recom	2.55
Dividend Gr. 3/5Y	15.87% 22.87%	Current Ratio	1.54	EPS Q/Q	17.28%	SMA20	-1.63%	Beta	1.32	Target Price	968.90
Payout	27.28%	Debt/Eq	5.29	Sales Q/Q	-16.03%	SMA50	-0.05%	Rel Volume	0.86	Prev Close	905.14
Employees	46500	LT Debt/Eq	2.29	Earnings	Jan 15 BMO	SMA200	19.15%	Avg Volume	2.30M	Price	916.04
IPO	May 04, 1999	Option/Short	Yes / Yes	EPS/Sales Surpr.	19.79% -7.34%	Trades		Volume	1,969,303	Change	1.20%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-21-25	Downgrade	JP Morgan	Overweight → Neutral	$750
Oct-03-25	Initiated	BMO Capital Markets	Market Perform	$785
Jul-14-25	Downgrade	Citizens JMP	Mkt Outperform → Mkt Perform
Jul-08-25	Downgrade	HSBC Securities	Hold → Reduce	$627
Apr-07-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$558
Apr-04-25	Downgrade	Daiwa Securities	Outperform → Neutral	$560
Mar-19-25	Downgrade	Oppenheimer	Outperform → Perform
Feb-27-25	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$690 → $660
Jan-06-25	Downgrade	UBS	Buy → Neutral	$610
Nov-26-24	Downgrade	HSBC Securities	Buy → Hold	$569 → $608
Jul-02-24	Downgrade	Seaport Research Partners	Buy → Neutral
Apr-16-24	Upgrade	Argus	Hold → Buy	$465
Mar-14-24	Upgrade	Daiwa Securities	Neutral → Outperform	$410 → $430
Feb-27-24	Initiated	Edward Jones	Buy
Jan-30-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$333 → $449
Jan-18-24	Reiterated	BMO Capital Markets	Market Perform	$357 → $360
Jan-10-24	Downgrade	BMO Capital Markets	Outperform → Market Perform	$421 → $357
Sep-07-23	Initiated	HSBC Securities	Buy	$403
Aug-01-23	Upgrade	Atlantic Equities	Underweight → Neutral	$330 → $351
Jul-25-23	Downgrade	Citigroup	Buy → Neutral	$370 → $400

Show Previous Ratings

Feb-17-26 05:50PM	Goldman Sachs (GS) Rises Higher Than Market: Key Facts (Zacks)
04:04PM	Big Bank CEOs received serious pay bumps in 2025 (Yahoo Finance Video)
02:36PM	Why Sunrun could be the next target for an activist investor (Investing.com)
12:59PM	Goldman Sachs to drop race, gender and LGBTQ+ criteria from board evaluations (The Guardian)
11:57AM	DB Plans 50 Hires, Scales Private Banking in Emerging Markets (Zacks)
11:35AM	Loading…
11:35AM	Big Bank CEO pay surged by $45 million in 2025 (Yahoo Finance)
07:41AM	Goldman Sachs Is Raising Price Targets 10%+ on 4 Blue Chip Dividend Stocks (24/7 Wall St.)
06:03AM	Goldman Sachs Names 3 Strong Buy Energy Stocks with Room to Run (TipRanks)
06:02AM	Goldman, Nasdaq CEOs to headline Mar-a-Lago crypto forum hosted by Don Jr. and Eric Trump (Reuters)
05:35AM	Goldman Sachs scraps diversity rules (The Telegraph)
04:39AM	The Zacks Analyst Blog NVIDIA, The Goldman Sachs, Verizon, Natural Grocers by Vitamin Cottage and Team (Zacks)
Feb-16-26 09:00PM	Goldman Sachs Plans to Scrap DEI Criteria for Its Board (The Wall Street Journal)
09:55AM	Goldman (GS) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now (Zacks)
07:39AM	Goldman Says Software Earnings Estimates Rise 5% Despite AI Selloff (GuruFocus.com)
06:52AM	Goldman Launches AI-Resilient Trade Basket (GuruFocus.com)
11:33AM	Loading…
Feb-15-26 11:33AM	Goldman Sachs delivers contrarian take on the economy (TheStreet)
06:01AM	Trump Tariffs Backfired, 130,000 Jobs Added In January And More: This Week In Economy (Benzinga)
Feb-14-26 02:26PM	How Kathy Ruemmler and Goldman Sachs Finally Reached Their Breaking Point (The Wall Street Journal)
07:29AM	SanDisk Soars 163% in 2026: Can it Be the Markets Top Performer in Back-to-Back Years? (24/7 Wall St.)
06:00AM	Six Wall Street bank chiefs bring in combined pay of $250 million in 2025 (Financial Times)
Feb-13-26 09:03PM	Goldman Sachs revises PCE inflation target after CPI surprise (TheStreet)
09:03PM	Goldman Sachs resets PCE inflation target after CPI bombshell (TheStreet)
05:00PM	Top Stock Reports for Micron Technology, Goldman Sachs & Verizon (Zacks)
03:40PM	Top Goldman Sachs lawyer resigns over Epstein ties (USA TODAY)
03:34PM	Goldman Sachs' CEO Says Young Workers Will Remain 'Core' to the Bank in the AI Era (Investopedia)
02:49PM	Gifts and soup from 'Uncle Jeffrey': The Epstein ties that ended Kathy Ruemmlers run at Goldman (Associated Press Finance)
11:18AM	GS Stock Up 37.5% in a Year: Smart Entry Point or Wait for Pullback? (Zacks)
10:47AM	Goldman's Top Lawyer Out as Epstein Ties Unravel (Benzinga)
10:20AM	Goldman Sachs CEO David Solomon: The macro setup for 2026 is quite good (CNBC TV)
09:22AM	Goldman CEO Praises Kathryn Ruemmler After She Steps Down (The Wall Street Journal)
09:22AM	Loading…
09:22AM	Goldman CEO Praises Kathryn Ruemmler After She Steps Down Over Epstein Ties (The Wall Street Journal)
08:13AM	Goldman Sachs Loves 5 Energy Stocks Offering Dividends and Big Growth Potential (24/7 Wall St.)
07:54AM	Goldman Sachs, JPMorgan, and Citigroup All Plunge Over 5% on Thursday (24/7 Wall St.)
07:12AM	Middle-class Americans are paying for the data center and AI boom with higher electric bills and even food costs, Goldman Sachs warns (Fortune)
04:10AM	Senior Goldman Sachs lawyer resigns over Epstein ties (The Telegraph)
02:54AM	Goldman Sachs' top lawyer to resign over close Epstein ties (Euronews)
Feb-12-26 10:43PM	Goldman Sachs' top lawyer Kathy Ruemmler to resign after emails show close ties to Jeffrey Epstein (MarketWatch)
09:22PM	Top Goldman Sachs lawyer Ruemmler resigns after Epstein disclosures (Reuters)
08:46PM	Top Goldman Sachs lawyer to leave firm amid Epstein files fallout (NBC News)
08:30PM	Goldman Sachs's Top Lawyer to Step Down Following Latest Epstein Documents (The Wall Street Journal)
03:00PM	Tom Lee And Dow Jones Industrial Average Have 8 Stocks In Common: Do You Own Any Top Picks? (Benzinga)
02:25PM	Software Stocks Trade Near Historic Lows as 42% Hit Bottom Valuations (GuruFocus.com)
02:21PM	Clear Street IPO Targets $12 Billion as Some Investors Push Back (GuruFocus.com)
02:20PM	Nscale Secures $1.4 Billion Loan to Fund Nvidia GPU Purchases (GuruFocus.com)
12:16PM	Goldman Sachs' Jonny Fine: We will see four rate cuts this year (CNBC TV)
10:55AM	Crypto Currents: Robinhood shares dip on revenue miss (TipRanks)
10:21AM	IREN Bounces Back: The Market Votes Yes as Big Banks Step In (MarketBeat)
09:56AM	The Zacks Analyst Blog Highlights Parker-Hannifin, Goldman Sachs, GE Aerospace, C.H. Robinson Worldwide and Carpenter Technology (Zacks)
09:45AM	What Makes The Goldman Sachs Group (GS) a Strong Investment? (Insider Monkey)
08:00AM	NYSE Launches NYSE Texas Advisory Board to Shape Future Expansion in the State (Business Wire)
Feb-11-26 11:44AM	Apollo Teams Up With Schroders to Launch Hybrid Income Solutions (Zacks)
10:44AM	Jobs Revisions Today: What to Know (The Wall Street Journal)
08:44AM	A Big Correction Would Cost Dow 10,000 Points (24/7 Wall St.)
08:16AM	Buy 5 Old Economy Stocks Post Solid Earnings in Last Reported Quarter (Zacks)
07:30AM	Banks sharpen stance on stablecoin rules during White House clash as key crypto bill remains on ice (Yahoo Finance)
03:53AM	Zacks.com featured highlights include Adobe, Goldman Sachs and Entergy (Zacks)
03:07AM	Goldman Sachs Reports $2.3B in BTC, ETH, XRP The Catch: It Doesnt Hold Any Tokens (CCN)
Feb-10-26 08:26PM	Goldman Sachs Bitcoin holdings reveal 45% unrealized loss (TheStreet)
04:31PM	Goldman Sachs Reveals $2.3 Billion Crypto Investment, Including Bitcoin and XRP (BeInCrypto)
01:50PM	Chinese AI IPOs Surge as JPMorgan, Goldman Initiate Coverage; MiniMax Jumps 230% (GuruFocus.com)
01:13PM	Google sells $32B in debt, Goldman Sachs CEO sees software rebound (Yahoo Finance Video)
12:16PM	Dow Extends Record Run Amid Software Stock Rebound (Schaeffer's Research)
12:15PM	Goldman Sachs CEO says Donald Trumps populist policies should aid growth (Financial Times)
11:49AM	Goldman Sachs CEO Solomon calls software rout 'too broad' as Wall Street looks to steady investor nerves (Yahoo Finance)
10:57AM	Bain Capital and Goldman Sachs Lead Financing for Truelink Capital's Acquisition of SouthernCarlson from Kyocera Corporation (Business Wire)
10:44AM	Goldman Sachs CEO expects big M&A deals while flagging risks of a 'speed bump' like in April (MarketWatch)
09:48AM	Goldmans Solomon Bullish on Dealmaking, but Expects Speed Bump (The Wall Street Journal)
08:55AM	5 Blue-Chip Stocks to Buy as Dow Hits a New Milestone (Zacks)
08:51AM	Is Morgan Stanley's Wealth Pivot Enough to Make the Stock a Buy? (Zacks)
06:23AM	Goldman Sachs leads construction M&A deal value for 2025 (World Construction Network)
Feb-09-26 03:44PM	How the Dow Got to 50000, in Charts (The Wall Street Journal)
03:07PM	Goldman Sachs unveils jobs forecast ahead of unemployment report this week (TheStreet)
03:00PM	3 Best Earnings Acceleration Stocks to Watch for February 2026 (Zacks)
02:56PM	Save the Date: 2nd LA CorpGov Forum Sep 18 Featuring Sports, Entertainment & M&A (CorpGov.com)
01:34PM	Goldman Sachs quietly hands the boring stuff to Claude Al (TheStreet)
09:29AM	Are Wall Street Analysts Bullish on Goldman Sachs Stock? (Barchart)
08:56AM	3 Must-Buy Investment Bank Behemoths After Solid Q4 Earnings (Zacks)
08:32AM	Goldman Sachs Issues $80B Stock Selloff Warning Will Crypto Industry Be Dragged Further Down? (CCN)
08:28AM	Hedge Funds Boost Bearish Pound Bets as 50% Call Option Imbalance Emerges (GuruFocus.com)
07:41AM	S&P 500s $1 Trillion Rebound Offers Wall Street Little Solace (Bloomberg)
Feb-08-26 06:22PM	Stock Futures Drift Higher Ahead of Jobs, Inflation Data (Barrons.com)
04:13PM	Risks Rise for Bitcoin, Gold, and Silver as Goldman Sachs Warns $80 Billion in Stock Selling (BeInCrypto)
01:45PM	Goldman Sachs revamps Nvidia stock forecast ahead of earnings (TheStreet)
09:44AM	The Dow Surged Past 50,000. How It Got There, and Where It Goes Next. (Barrons.com)
Feb-07-26 09:33AM	Goldman Sachs signals grim shift as software stocks bounce (TheStreet)
09:00AM	Wall Streets wild week rattles investors confidence while highlighting a growing divide within markets (MarketWatch)
Feb-06-26 11:48PM	Goldman Sachs Teams Up With Anthropic To Deploy AI For Core Banking Tasks (Benzinga)
04:48PM	Dow Jones Sets Record and Breaks Past 50,000 (24/7 Wall St.)
03:08PM	The Dow Surged Past 50,000. How Caterpillar and These Other Stocks Got It There. (Barrons.com)
02:32PM	Top Dow Contributors Over the Past 10,000 Points: Goldman, Caterpillar, IBM (The Wall Street Journal)
02:24PM	Dow Crosses 50,000 Level (Barrons.com)
02:00PM	Goldman Sachs teams up with Anthropic to automate banking tasks with AI agents, CNBC reports (Reuters)
01:53PM	The Dow Is on the Verge of 50,000. It's Not About Tech. (Barrons.com)
12:46PM	Goldman, JPMorgan Bankers See Bonus Pools Rise at Least 10% (Bloomberg)
12:12PM	Nvidia and Microsoft Lead Wall Street Rally After Massive Sell-Off (GuruFocus.com)
11:19AM	Wall Street Banks Lift Bonuses 10% as Trading Revenue Jumps 16% (GuruFocus.com)
08:10AM	Gary Roth: What United Capital Taught Me About Building a New Firm (Barrons.com)
03:51AM	3 Big Numbers: Whats on tap for tobacco? (C-Store Dive)
Feb-05-26 12:36PM	Evercore Stock Rises as Q4 Earnings Beat, Revenue Reaches Record Level (Zacks)
08:24AM	Private Credit Giants Back A$1.4 Billion BGH Loan for Aspen Asia Deal (GuruFocus.com)

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
ROGERS JOHN F.W.	Executive Vice President	Feb 11 '26	Sale	959.03	13,151	12,612,240	39,007	Feb 13 04:23 PM
ROGERS JOHN F.W.	Executive Vice President	Feb 11 '26	Sale	960.99	2,704	2,598,514	9,428	Feb 13 04:23 PM
ROGERS JOHN F.W.	Managing Director	Feb 11 '26	Proposed Sale	948.99	15,855	15,046,236		Feb 11 04:06 PM
COLEMAN DENIS P.	Chief Financial Officer	Feb 09 '26	Sale	941.57	11,623	10,943,892	29,342	Feb 11 04:05 PM
GOLTEN ALEX S	CHIEF RISK OFFICER	Feb 09 '26	Sale	933.30	1,200	1,119,961	4,809	Feb 11 04:03 PM
GOLTEN ALEX S	CHIEF RISK OFFICER	Feb 09 '26	Sale	936.89	1,092	1,023,083	0	Feb 11 04:03 PM
COLEMAN DENIS P.	Managing Director	Feb 09 '26	Proposed Sale	928.75	11,623	10,794,861		Feb 09 04:43 PM
GOLTEN ALEX S	Managing Director	Feb 09 '26	Proposed Sale	928.75	113	104,949		Feb 09 04:42 PM
GOLDMAN SACHS GROUP INC	10% Owner	Jan 29 '26	Sale	9.00	1,666,666	14,999,994	13,859,953	Feb 02 06:22 PM
GOLDMAN SACHS GROUP INC	10% Owner	Jan 29 '26	Sale	9.00	1,666,666	14,999,994	13,859,953	Feb 02 06:18 PM
HALIO CAREY	Global Treasurer	Jan 27 '26	Sale	927.17	2,846	2,638,717	2,017	Jan 29 04:12 PM
SOLOMON DAVID M	Chairman of the Board and CEO	Jan 29 '26	Sale	938.92	272	255,387	125,527	Jan 29 04:09 PM
SOLOMON DAVID M	Managing Director	Jan 28 '26	Proposed Sale	929.72	272	252,884		Jan 28 04:04 PM
Ruemmler Kathryn H.	Chief Legal Officer, GC	Jan 23 '26	Sale	927.51	9,589	8,893,930	18,533	Jan 27 04:12 PM
FREDMAN SHEARA J	Chief Accounting Officer	Jan 23 '26	Sale	923.75	4,863	4,492,189	10,301	Jan 27 04:08 PM
HALIO CAREY	Global Treasurer	Jan 23 '26	Sale	920.62	1,757	1,617,531	4,863	Jan 27 04:02 PM
HALIO CAREY	Managing Director	Jan 27 '26	Proposed Sale	931.86	2,846	2,652,074		Jan 27 04:01 PM
HALIO CAREY	Managing Director	Jan 23 '26	Proposed Sale	954.65	1,757	1,677,320		Jan 23 04:36 PM
FREDMAN SHEARA J	Managing Director	Jan 23 '26	Proposed Sale	954.65	4,870	4,649,146		Jan 23 04:34 PM
Ruemmler Kathryn H.	Managing Director	Jan 23 '26	Proposed Sale	954.65	9,589	9,154,139		Jan 23 04:33 PM
VIRGO 10 TRUST	See Remarks	Jan 23 '26	Proposed Sale	954.65	546	521,239		Jan 23 04:33 PM
LEO 19 TRUST	See Remarks	Jan 23 '26	Proposed Sale	954.65	546	521,239		Jan 23 04:31 PM
GOLTEN ALEX S	Managing Director	Jan 23 '26	Proposed Sale	954.65	1,087	1,037,705		Jan 23 04:30 PM
VINIAR DAVID A	Director	Jan 16 '26	Sale	971.13	3,390	3,292,137	100,000	Jan 21 04:43 PM
VINIAR DAVID A	Director	Jan 16 '26	Sale	965.33	45,000	43,439,798	555,000	Jan 21 04:41 PM
VINIAR DAVID A	Director	Jan 16 '26	Sale	964.27	19,796	19,088,601	103,390	Jan 21 04:41 PM
VINIAR DAVID A	Director	Jan 16 '26	Proposed Sale	975.86	68,186	66,539,990		Jan 16 04:30 PM
WALDRON JOHN E.	President and COO	Aug 27 '25	Sale	750.11	9,244	6,933,996	115,268	Aug 29 04:04 PM
WALDRON JOHN E.	President and COO	Aug 28 '25	Sale	750.51	9,000	6,754,556	106,268	Aug 29 04:04 PM
WALDRON JOHN E.	Managing Director	Aug 28 '25	Proposed Sale	749.67	9,000	6,747,030		Aug 28 04:45 PM
WALDRON JOHN E.	Managing Director	Aug 27 '25	Proposed Sale	748.95	9,244	6,923,294		Aug 27 04:35 PM
SOLOMON DAVID M	Chairman of the Board and CEO	Jul 23 '25	Sale	712.31	6,608	4,706,944	126,176	Jul 25 05:09 PM
ROGERS JOHN F.W.	Executive Vice President	Jul 23 '25	Sale	717.39	6,008	4,310,059	65,761	Jul 25 05:08 PM
COLEMAN DENIS P.	Chief Financial Officer	Jul 25 '25	Sale	724.40	7,463	5,406,214	18,594	Jul 25 05:06 PM
COLEMAN DENIS P.	Managing Director	Jul 25 '25	Proposed Sale	719.18	9,539	6,860,258		Jul 25 05:06 PM
ROGERS JOHN F.W.	Managing Director	Jul 23 '25	Proposed Sale	700.41	6,008	4,208,063		Jul 23 05:38 PM
SOLOMON DAVID M	Managing Director	Jul 23 '25	Proposed Sale	700.41	6,608	4,628,309		Jul 23 05:36 PM
SOLOMON DAVID M	Chairman of the Board and CEO	May 14 '25	Sale	607.17	5,000	3,035,850	132,784	May 15 04:04 PM
SOLOMON DAVID M	Managing Director	May 14 '25	Proposed Sale	603.81	5,000	3,019,050		May 14 04:02 PM
HESS JOHN B	Director	Apr 15 '25	Buy	511.68	3,904	1,997,584	3,904	Apr 17 04:06 PM
SOLOMON DAVID M	Chairman of the Board and CEO	Feb 26 '25	Sale	622.15	2,415	1,502,492	115,468	Feb 28 04:08 PM
SOLOMON DAVID M	Managing Director	Feb 26 '25	Proposed Sale	614.91	2,415	1,485,008		Feb 26 05:57 PM

Open in Screener

MS

Morgan Stanley

Feb 17 • 04:00PM ET

171.54

+0.39 0.23 %

Financial • Capital Markets • USA • NYSE

Peers: GS JPM BAC C WFC USB BK SCHW RJF STT

| Held by: VTI VOO IVV SPY VTV XLF VIG VYM KBWB IWD

Index	S&P 500	P/E	16.81	EPS (ttm)	10.21	Insider Own	23.93%	Shs Outstand	1.58B	Perf Week	-5.93%
Market Cap	272.63B	Forward P/E	13.94	EPS next Y	12.31	Insider Trans	-0.06%	Shs Float	1.21B	Perf Month	-10.30%
Enterprise Value	-	PEG	1.54	EPS next Q	2.92	Inst Own	61.36%	Short Float	1.17%	Perf Quarter	3.58%
Income	16.25B	P/S	2.28	EPS this Y	10.23%	Inst Trans	-0.70%	Short Ratio	2.15	Perf Half Y	18.61%
Sales	119.70B	P/B	2.95	EPS next Y	9.37%	ROA	1.28%	Short Interest	14.10M	Perf YTD	-3.37%
Book/sh	58.20	P/C	-	EPS next 5Y	9.03%	ROE	16.34%	52W High	192.68 -10.97%	Perf Year	23.45%
Cash/sh	-	P/FCF	26.35	EPS past 3/5Y	18.39% 9.57%	ROIC	3.66%	52W Low	94.33 81.85%	Perf 3Y	72.38%
Dividend Est.	4.23 (2.47%)	EV/EBITDA	-	Sales past 3/5Y	21.94% 17.75%	Gross Margin	-	Volatility	5.02% 3.14%	Perf 5Y	127.36%
Dividend TTM	3.92 (2.29%)	EV/Sales	-	EPS Y/Y TTM	28.36%	Oper. Margin	18.23%	ATR (14)	5.86	Perf 10Y	607.97%
Dividend Ex-Date	Jan 30, 2026	Quick Ratio	-	Sales Y/Y TTM	15.55%	Profit Margin	13.57%	RSI (14)	39.96	Recom	2.31
Dividend Gr. 3/5Y	9.28% 22.42%	Current Ratio	1.56	EPS Q/Q	20.92%	SMA20	-4.46%	Beta	1.19	Target Price	197.39
Payout	37.71%	Debt/Eq	3.61	Sales Q/Q	28.25%	SMA50	-4.88%	Rel Volume	0.97	Prev Close	171.15
Employees	80000	LT Debt/Eq	3.35	Earnings	Jan 15 BMO	SMA200	10.46%	Avg Volume	6.56M	Price	171.54
IPO	Mar 21, 1986	Option/Short	Yes / Yes	EPS/Sales Surpr.	10.39% 0.84%	Trades		Volume	6,373,911	Change	0.23%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-24-25	Upgrade	Wolfe Research	Peer Perform → Outperform
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$180
Jul-09-25	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$160
Nov-26-24	Downgrade	HSBC Securities	Buy → Hold
Nov-15-24	Upgrade	Wells Fargo	Underweight → Equal Weight	$142
Oct-04-24	Upgrade	HSBC Securities	Hold → Buy	$118
Sep-11-24	Downgrade	Goldman	Buy → Neutral
Aug-02-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$99 → $95
Jul-17-24	Downgrade	Oppenheimer	Outperform → Perform
Jan-17-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$102 → $91
Jan-17-24	Downgrade	JP Morgan	Overweight → Neutral	$94 → $87
Jan-09-24	Downgrade	HSBC Securities	Buy → Hold	$96
Nov-28-23	Downgrade	Societe Generale	Buy → Hold
Nov-20-23	Downgrade	Exane BNP Paribas	Outperform → Neutral	$85
Oct-23-23	Downgrade	Odeon	Buy → Hold	$79.15
Oct-20-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Oct-11-23	Downgrade	UBS	Buy → Neutral	$110 → $84
Sep-07-23	Initiated	HSBC Securities	Buy	$99
Jul-12-23	Upgrade	Odeon	Hold → Buy	$94
Jan-18-23	Downgrade	Citigroup	Buy → Neutral	$100

Show Previous Ratings

Feb-17-26 04:24PM	3 Ways Advisors Can Support Founders of Private Companies (Barrons.com)
04:04PM	Big Bank CEOs received serious pay bumps in 2025 (Yahoo Finance Video)
12:00PM	Morgan Stanley (MS) Upgraded to Strong Buy: Here's Why (Zacks)
11:35AM	Big Bank CEO pay surged by $45 million in 2025 (Yahoo Finance)
10:02AM	Why natural gas prices are falling (Investing.com)
10:00AM	Loading…
10:00AM	Morgan Stanley Investment Management Closes Revolving and Rated Private Securitization Backed by Consumer Loans (Business Wire)
09:47AM	Morgan Stanley upgrades Veeva after 45% plunge from peak to stocks 10-year low (Investing.com)
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02:27AM	Stock Market News for Feb 17, 2026 (Zacks)
Feb-16-26 02:00PM	Alibabas New AI Model Runs 8x Faster While Sentiment Hits 60.6 (24/7 Wall St.)
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10:25AM	Morgan Stanley, Houlihan Lokey top consumer M&A advisor ranks (Just Food)
Feb-15-26 01:47PM	Morgan Stanley flags $45B hidden cybersecurity opportunity (TheStreet)
09:21AM	Loading…
09:21AM	Morgan Stanley Seeks Crypto Talent to Build DeFi and Tokenization Infrastructure (BeInCrypto)
Feb-14-26 01:16PM	Reading Between the Lines of Apple's 1Q26 Earnings Q&A With Analysts (Above Avalon)
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04:30PM	Morgan Stanley Declares Dividends on Its Preferred Stock (Business Wire)
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10:15AM	Leading bank flags AI disruption risk now affecting 24% of European equities as model capabilities surge (Proactive)
09:50AM	Stock Market News for Feb 13, 2026 (Zacks)
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11:36AM	Morgan Stanley CEO received a 32% raise in 2025 (Quartz)
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08:18AM	Morgan Stanley now expects 2026 PC shipments to decline more than 5% YoY (Investing.com)
07:11AM	Loading…
07:11AM	Morgan Stanley pays CEO Pick $45M for 2025 (Banking Dive)
Feb-11-26 01:13PM	Chipotle CEO Says Over 60% Of Its Customers Earn Over $100,000: 'Gives Us Confidence...' (CORRECTED) (Benzinga)
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09:32AM	Stock Market News for Feb 11, 2026 (Zacks)
12:01AM	Marriotts Earnings and Growth in Luxury Travel Highlight K-Shaped Economy (The Daily Upside)
Feb-10-26 05:24PM	Morgan Stanleys Wealth Head Addresses AI-Driven Pressures (Wealth Management)
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03:35PM	Morgan Stanley delivers decisive message on small cap stocks (TheStreet)
01:55PM	Analyst Report: Morgan Stanley (Morningstar Research)
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10:13AM	Morgan Stanley sees a highly attractive entry point in this fintech stock (Investing.com)
10:13AM	AIled software selloff may pose risk for $1.5 trillion U.S. credit market, says Morgan Stanley (Reuters)
09:10AM	Cloud stock pullback: Morgan Stanley sees 3 names poised for growth (Investing.com)
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12:01AM	Morgan Stanley Begins Coverage Of Bitcoin Miners As Wider Infrastructure Plays (The Daily Upside)
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07:14AM	Morgan Stanley says buy these 9 AI-hit software stocks on discount (Investing.com)
03:38AM	New Strong Buy Stocks for February 9th (Zacks)
Feb-08-26 12:30AM	Chipotle CEO Says Higher-Income Customers Give Company 'Confidence' To Keep Raising Prices: Report (Benzinga)
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Feb-05-26 03:09PM	Hedge Funds Pulled Back From Stocks During Selloff (The Wall Street Journal)
01:33PM	Morgan Stanley tweaks AMD stock price target post-earnings (TheStreet)
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08:03AM	MC Gains on Q4 Earnings Beat as Revenues Rise, Announces Buyback Plan (Zacks)
07:25AM	Morgan Stanley tops power M&A financial advisory in 2025 (Power Technology)
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Feb-04-26 02:57PM	CME Group Eyes 'CME Coin' After JPMorgan Success-Chart Shows Breakout To $320 (Benzinga)
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Feb-03-26 09:41PM	Lumentum Holdings (LITE) Stock Is Trending Overnight: Here's What You Should Know (Benzinga)
09:35AM	Morgan Stanley says this is the best software stock to buy now (Investing.com)
05:49AM	RBC Boosts Morgan Stanley (MS) Price Target on Strong Fourth-Quarter Results (Insider Monkey)
Feb-02-26 12:12PM	Trump woke the rest of the world up to leveraging economic firepower against trade partners, says Morgan Stanley CIO (Fortune)
11:45AM	Morgan Stanley survey shows electronics spending intentions are worsening (Investing.com)
11:45AM	Morgan Stanley (MS) Could Be a Great Choice (Zacks)
09:47AM	Are Wall Street Analysts Bullish on Morgan Stanley Stock? (Barchart)
09:00AM	Morgan Stanley (MS) is Attracting Investor Attention: Here is What You Should Know (Zacks)
12:01AM	As Disneys Bob Iger Runs Out the Clock, Some Protegés Cant Wait to Be King (The Daily Upside)
Feb-01-26 08:00AM	RIA Boom Redraws Wealth Management Map (The Daily Upside)
Jan-30-26 01:41PM	Should You Buy Bitcoin While It's Under $90,000? (Motley Fool)
01:33PM	Morgan Stanley sets bold new price target on Nvidia stock (TheStreet)
11:56AM	Weeks Best: Get In on Gold and Silver? (Barrons.com)
09:08AM	HP Inc. Stock: Analyst Estimates & Ratings (Barchart)
07:59AM	MS' Wealth & Asset Management Moat: A Recurring Revenue Engine (Zacks)
07:30AM	MS or JEF: Which Stock to Bet on Amid Surge in Deal-making and IPOs? (Zacks)
Jan-29-26 03:36PM	BlackRock, Morgan Stanley, and Partners Group Team Up on New Alts Offering (Barrons.com)
03:22PM	Movement in dollar is start of a secular change from structural overvaluation, says Ironsides' Knapp (CNBC TV)
10:23AM	Why Joby Aviation Stock Is Crashing Today (GuruFocus.com)
09:40AM	Gold Prices Top $5,500Where Next? (The Wall Street Journal)
09:37AM	JPMorgan and Morgan Stanley top 2025 retail M&A advisory rankings (Retail Insight Network)
08:25AM	Nvidia stock: Morgan Stanley explains what it will take for shares to outperform (Investing.com)
08:05AM	Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility (Business Wire)
07:18AM	Raymond James Q1 Earnings Beat on Higher Revenues, IB Weakness Ails (Zacks)
05:20AM	Joby Stock Sinks As Dilution Fears Slam Investors (Benzinga)
Jan-28-26 04:57PM	Bank Profits Rise Amid Credit Card Uncertainty (Motley Fool)
08:29AM	Elon Musk Mulls Mid-June SpaceX IPO Under Rare Planetary Alignment And His Birthday: Report (Benzinga)
08:10AM	Are Wall Street Analysts Predicting Monster Beverage Stock Will Climb or Sink? (Barchart)
07:13AM	Morgan Stanley and Rothschild & Co lead European M&A financial advisory in 2025 (Verdict)
06:04AM	Morgan Stanley leads in oil and gas M&A deal value for 2025 (Offshore Technology)
03:07AM	Morgan Stanley Goes From Crypto Curious to Crypto Committed as Wall Street Opens the Pipes (BeInCrypto)
Jan-27-26 08:19PM	Morgan Stanley Creates Digital-Asset Strategy Post, Names Long-Serving Exec To Lead (Cryptonews)
04:30PM	Jed Finn to Speak at the UBS Financial Services Conference (Business Wire)
02:59PM	Morgan Stanleys Anthea Tjuanakis Cox: Longevity and Multigenerational Planning (Barrons.com)
02:57PM	Morgan Stanley Appoints Head of Digital-Asset Strategy (Bloomberg)
01:36PM	Space Stock Boom: Why Retail and Wall Street Are Aligning (MarketBeat)
11:47AM	Morgan Stanley Closes Acquisition of EquityZen (Business Wire)

Provides diversified financial services including brokerage, investment management and venture capital services

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SIMKOWITZ DANIEL A	Co-President	Jan 30 '26	Sale	182.61	32,968	6,020,313	357,342	Jan 30 04:34 PM
DANIEL A. SIMKOWITZ	Affiliate	Jan 30 '26	Proposed Sale	182.61	32,968	6,020,313		Jan 30 04:26 PM
YESHAYA SHARON	Chief Financial Officer	Jan 20 '26	Sale	185.77	15,838	2,942,176	135,304	Jan 22 04:16 PM
SMITH CHARLES A	Chief Risk Officer	Jan 20 '26	Sale	182.08	8,500	1,547,686	119,128	Jan 22 04:16 PM
SAPERSTEIN ANDREW M	Co-President	Jan 20 '26	Sale	183.62	30,330	5,569,086	280,481	Jan 22 04:15 PM
Pizzi Michael A.	Head Technology & Operations	Jan 20 '26	Sale	184.55	20,000	3,691,000	127,872	Jan 22 04:14 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jan 20 '26	Sale	184.00	21,555	3,966,137	171,005	Jan 22 04:13 PM
CRAWLEY MANDELL	Chief Client Officer	Jan 20 '26	Sale	183.45	7,860	1,441,879	68,788	Jan 22 04:12 PM
MANDELL L CRAWLEY	Affiliate	Jan 20 '26	Proposed Sale	183.45	7,860	1,441,879		Jan 20 04:59 PM
SHARON YESHAYA	Affiliate	Jan 20 '26	Proposed Sale	185.77	15,838	2,942,176		Jan 20 04:58 PM
MICHAEL A. PIZZI REVOCABLE TRU	Affiliate	Jan 20 '26	Proposed Sale	184.55	20,000	3,691,000		Jan 20 04:55 PM
ERIC F GROSSMAN	Affiliate	Jan 20 '26	Proposed Sale	184.00	21,555	3,966,120		Jan 20 04:53 PM
ANDY SAPERSTEIN	Affiliate	Jan 20 '26	Proposed Sale	183.62	30,330	5,569,085		Jan 20 04:51 PM
CHARLES A. SMITH	Affiliate	Jan 20 '26	Proposed Sale	182.08	8,500	1,547,686		Jan 20 04:47 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Jan 20 '26	Proposed Sale	185.17	3,080	570,311		Jan 20 04:34 PM
PICK EDWARD	Chairman and CEO	Oct 31 '25	Sale	164.34	100,000	16,434,440	574,986	Oct 31 04:42 PM
EDWARD PICK	Affiliate	Oct 31 '25	Proposed Sale	164.34	100,000	16,434,440		Oct 31 04:39 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Oct 17 '25	Proposed Sale	159.84	3,320	530,653		Oct 17 04:23 PM
YESHAYA SHARON	Chief Financial Officer	Jul 17 '25	Sale	139.81	25,583	3,576,706	0	Jul 18 04:13 PM
SMITH CHARLES A	Chief Risk Officer	Jul 17 '25	Sale	140.30	20,000	2,805,918	119,239	Jul 18 04:12 PM
SIMKOWITZ DANIEL A	Co-President	Jul 17 '25	Sale	141.13	29,000	4,092,628	399,105	Jul 18 04:11 PM
SAPERSTEIN ANDREW M	Co-President	Jul 17 '25	Sale	140.97	43,566	6,141,714	0	Jul 18 04:10 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Jul 18 '25	Proposed Sale	140.76	3,370	474,368		Jul 18 04:09 PM
Pizzi Michael A.	Head Technology & Operations	Jul 17 '25	Sale	140.62	18,000	2,531,077	136,407	Jul 18 04:08 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jul 17 '25	Sale	141.12	12,000	1,693,400	186,420	Jul 18 04:07 PM
DANIEL A. SIMKOWITZ &MARI NAKA	Affiliate	Jul 17 '25	Proposed Sale	141.13	29,000	4,092,628		Jul 17 04:37 PM
ANDREW MICHAEL SAPERSTEIN 2025	Affiliate	Jul 17 '25	Proposed Sale	140.97	43,566	6,141,712		Jul 17 04:34 PM
ERIC F GROSSMAN	Affiliate	Jul 17 '25	Proposed Sale	141.11	12,000	1,693,344		Jul 17 04:30 PM
MICHAEL A. PIZZI REVOCABLE TRU	Affiliate	Jul 17 '25	Proposed Sale	140.62	18,000	2,531,077		Jul 17 04:22 PM
VJN LLC	Affiliate	Jul 17 '25	Proposed Sale	139.81	25,583	3,576,706		Jul 17 04:16 PM
CHARLES A. SMITH	Affiliate	Jul 17 '25	Proposed Sale	140.30	20,000	2,805,918		Jul 17 04:15 PM
DANIEL A. SIMKOWITZ	Affiliate	May 12 '25	Proposed Sale	127.37	29,013	3,695,519		May 12 04:19 PM
SIMKOWITZ DANIEL A	Co-President	May 12 '25	Sale	127.37	29,013	3,695,519	425,854	May 12 04:12 PM
Herz Robert H	Director	May 02 '25	Sale	119.32	800	95,459	96,760	May 02 04:13 PM
SAPERSTEIN ANDREW M	Co-President	May 02 '25	Sale	120.00	40,000	4,799,812	335,765	May 02 04:09 PM
ROBERT HERZ	Affiliate	May 02 '25	Proposed Sale	119.32	800	95,459		May 02 04:05 PM
ANDY SAPERSTEIN	Affiliate	May 02 '25	Proposed Sale	120.00	40,000	4,799,812		May 02 04:02 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Apr 16 '25	Proposed Sale	108.84	2,960	322,181		Apr 16 04:31 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Apr 15 '25	Sale	111.65	10,068	1,124,093	199,274	Apr 16 04:27 PM
ERIC F GROSSMAN	Affiliate	Apr 15 '25	Proposed Sale	111.65	10,068	1,124,092		Apr 15 04:36 PM
JAMES P GORMAN	Chairman Emeritus	Feb 27 '25	Proposed Sale	132.00	50,000	6,600,000		Feb 27 04:45 PM
JAMES P GORMAN	Chairman Emeritus	Feb 24 '25	Proposed Sale	130.00	100,000	13,000,000		Feb 24 04:19 PM

Open in Screener

FIG

Figma Inc

Feb 17 • 04:00PM ET

23.10

+0.57 2.53 %

Technology • Software - Application • USA • NYSE

Held by: ARKW JGRO AAEQ IPO BKLC TMFX VGT GUSA TMFE SFYF

Index	-	P/E	-	EPS (ttm)	-2.01	Insider Own	65.35%	Shs Outstand	412.98M	Perf Week	4.38%
Market Cap	11.45B	Forward P/E	-	EPS next Y	-	Insider Trans	-1.77%	Shs Float	171.71M	Perf Month	-26.90%
Enterprise Value	9.90B	PEG	-	EPS next Q	0.07	Inst Own	16.10%	Short Float	11.29%	Perf Quarter	-43.05%
Income	-989.75M	P/S	11.81	EPS this Y	-	Inst Trans	55.31%	Short Ratio	2.33	Perf Half Y	-70.91%
Sales	968.96M	P/B	8.20	EPS next Y	-	ROA	-43.13%	Short Interest	19.38M	Perf YTD	-38.19%
Book/sh	2.82	P/C	7.12	EPS next 5Y	-	ROE	-61.86%	52W High	142.92 -83.84%	Perf Year	-
Cash/sh	3.24	P/FCF	41.62	EPS past 3/5Y	- -	ROIC	-68.49%	52W Low	19.85 16.37%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	85.74%	Volatility	8.50% 7.69%	Perf 5Y	-
Dividend TTM	-	EV/Sales	10.22	EPS Y/Y TTM	-1399.78%	Oper. Margin	-107.67%	ATR (14)	1.93	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	2.93	Sales Y/Y TTM	43.23%	Profit Margin	-102.15%	RSI (14)	35.57	Recom	2.67
Dividend Gr. 3/5Y	- -	Current Ratio	2.93	EPS Q/Q	-6858.44%	SMA20	-7.86%	Beta	-	Target Price	43.67
Payout	-	Debt/Eq	0.04	Sales Q/Q	38.03%	SMA50	-28.19%	Rel Volume	1.46	Prev Close	22.53
Employees	1577	LT Debt/Eq	0.04	Earnings	Feb 18 AMC	SMA200	-52.65%	Avg Volume	8.32M	Price	23.10
IPO	Jul 31, 2025	Option/Short	Yes / Yes	EPS/Sales Surpr.	119.30% 3.88%	Trades		Volume	12,180,652	Change	2.53%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-12-26	Resumed	Goldman	Neutral	$40
Jan-08-26	Upgrade	Wells Fargo	Equal Weight → Overweight	$52
Jan-08-26	Initiated	Stifel	Hold	$40
Sep-04-25	Reiterated	Wells Fargo	Equal Weight	$82 → $70
Sep-04-25	Reiterated	Morgan Stanley	Equal-Weight	$80 → $70
Sep-04-25	Reiterated	BofA Securities	Buy	$85 → $69
Aug-25-25	Initiated	Wolfe Research	Peer Perform
Aug-25-25	Initiated	William Blair	Outperform
Aug-25-25	Initiated	Wells Fargo	Equal Weight	$82
Aug-25-25	Initiated	RBC Capital Mkts	Sector Perform	$75
Aug-25-25	Initiated	Morgan Stanley	Equal-Weight	$80
Aug-25-25	Initiated	JP Morgan	Neutral	$65
Aug-25-25	Initiated	Goldman	Neutral	$48
Aug-25-25	Initiated	BofA Securities	Buy	$85
Aug-20-25	Initiated	Piper Sandler	Overweight	$85

Show Previous Ratings

Feb-17-26 08:04PM	Americans can't invest in hypergrowth companies like SpaceX and OpenAI these companies are selling the solution (TheStreet)
02:34PM	Figma CEO Dylan Field on the software reckoning (CNBC TV)
02:34PM	Figma announces new partnership with Anthropic (CNBC TV)
09:21AM	Palo Alto, Opendoor, Carvana And More Stocks With Earnings This Week (Benzinga)
07:52AM	The AI startup that has quietly become one of Europes most valuable AI companies (Fortune)
10:01AM	Loading…
Feb-16-26 10:01AM	Figma to Report Q4 Earnings: What's in Store for the Stock? (Zacks)
Feb-15-26 07:57AM	Walmart earnings, spending data, and more AI disruptions: What to watch this week (Yahoo Finance)
Feb-13-26 07:31AM	Cathie Wood Sees Opportunity in Robinhood's Crypto Weakness? Ark Buys HOOD Stock Worth 34 Million, Dumps Airbnb Ahead Of Earnings (Benzinga)
Feb-12-26 05:17PM	LIVE: Figma CEO Dylan Field on surviving the software reckoning 2/17/2026 (CNBC TV)
Feb-11-26 09:38PM	Cathie Wood Sees Opportunity in Robinhood's Crypto Weakness? Ark Buys HOOD Stock Worth 34 Million, Dumps Airbnb Ahead Of Earnings (Benzinga) -6.35%
11:48AM	Figma (FIG) Soars 8.9% Ahead of Earnings (Insider Monkey)
Feb-10-26 02:59PM	Figma Stock Rises After JPMorgan's Rebound Prediction (Benzinga) +8.90%
Feb-09-26 09:13AM	Goldman issues a blunt warning to beat-up software stock investors (Yahoo Finance)
Feb-05-26 01:03PM	Fortress Targets $5 Billion as $4.5 Trillion Property Loans Mature (GuruFocus.com)
03:50AM	Figma Employees Watch 80% Of Wealth Vanish Behind 180-Day Lock-Up (Benzinga)
11:50PM	Loading…
Feb-04-26 11:50PM	Nvidia CEO Jensen Huang Just Said AI Won't Replace Software. 3 Beaten-Down SaaS Stocks To Buy Now (Motley Fool) +5.24%
04:12PM	No Revenue? No Problem. Biotech Targeting Hair Loss Doubles in Stock IPO. (Barrons.com)
02:00PM	The IPO Market Faces a Busy Week. These Stocks Are Making Their Debuts. (Barrons.com)
01:53PM	This Is Alphabets Secret Portfolios Worst Performer and Google Is Helping Kill It (24/7 Wall St.)
07:27AM	Figma Conference: CEO Dylan Field Says AI Must Solve Real Problems, Eyes Design-to-Prototype Leap (MarketBeat)
06:05AM	Down 80%, Should You Buy the Dip on Figma? (Motley Fool)
Feb-03-26 07:58PM	Why Figma Stock Tumbled by Nearly 11% on Tuesday (Motley Fool) -10.88%
02:46PM	The IPO Market Faces a Busy Week. These Stocks Are Making Their Debuts. (Barrons.com)
02:05PM	Figma Stock Sells Off As Analyst Slashes Price Target In Half (Benzinga)
Feb-01-26 04:07PM	Better Creative Tools Stock: Figma vs. Adobe (Motley Fool)
Jan-31-26 08:53AM	Is Figma Stock a Buy Now? (Motley Fool)
Jan-30-26 06:23PM	Figma, Inc. (FIG): A Bull Case Theory (Insider Monkey) -7.41%
Jan-29-26 03:49PM	Software stocks suffer worst day in 10 months, widening the gap with hot chip stocks (MarketWatch) -9.95%
03:01PM	Why Figma Stock Tumbled Today (Motley Fool)
12:42PM	Jim Cramer on Figma: "I Don't Want to Touch Design Software" (Insider Monkey)
04:50AM	Loading…
04:50AM	Better AI Software Stock: Figma vs. Adobe (Motley Fool)
Jan-28-26 04:05PM	Figma to Announce Fourth Quarter and Full Year 2025 Financial Results on February 18, 2026 (Business Wire) +5.62%
06:57AM	Figma (FIG) Looks Well-Positioned With Unique IP and Web-Based Front End (Insider Monkey)
Jan-27-26 09:00AM	Node-based design tool Flora raises $42M from Redpoint Ventures (TechCrunch)
05:25AM	The Enterprise Software Stock Wall Street Is Underestimating in 2026 (Motley Fool)
Jan-26-26 02:49PM	Figma's IPO Is a Cautionary Tale. How AI Busted the Stock. (Barrons.com)
08:46AM	Buy, Sell or Hold ServiceNow Stock? Key Tips Ahead of Q4 Earnings (Zacks)
Jan-22-26 03:06PM	Russell 2000 Extends Records, Meta Jumps 5%: What's Moving Markets Thursday? (Benzinga)
Jan-20-26 02:05PM	Figma Stock Drops As Tariff Fears Hit High-Growth Software (Benzinga) -6.12%
Jan-18-26 12:31PM	Trip.com, Regencell Bioscience, And Atlassian Are Among Top 10 Large Cap Losers Last Week (Jan. 12-Jan. 16): Are the Others in Your Portfolio? (Benzinga)
Jan-16-26 01:18PM	Cloudflare Rebounds After Human Native Deal (GuruFocus.com) -6.42%
01:15PM	Russell 2000 Extends Record Run, Electricity Stocks Swing: What's Moving Markets Friday? (Benzinga)
11:11AM	Meet the self-made billionaire who bought a nearly bankrupt company off Warren Buffett for $1,000 and turned it into a $98 billion giant (Fortune)
Jan-15-26 02:22PM	Down Nearly 80%, Should You Buy Figma (FIG) Stock Right Now? (Motley Fool)
01:11PM	Wall Street Soars Near Records, AMD And ASML Jump 6%: What's Moving Markets Thursday? (Benzinga)
12:07PM	Stock-Split Watch: Is Figma Next? (Motley Fool)
Jan-10-26 02:21PM	RBC Capital Predicts Growth for AI-Ready Software Firms Like Figma (FIG) as Enterprise Spending Stabilizes (Insider Monkey)
02:50AM	This Artificial Intelligence (AI) Stock Is a Drop-Dead Bargain. And It Might Not Last Long (Motley Fool)
Jan-09-26 11:20PM	Prediction: 2 Ways To Capitalize on AI Stocks in 2026 (Motley Fool)
11:20AM	Why Figma's Acquisition of Weavy Is the Most Important Move of Its AI Strategy (Motley Fool)
Jan-08-26 10:18AM	Wells favours Oracle, SAP and Figma, says AI still core software driver in 2026 (Investing.com)
09:44AM	3 Unstoppable Artificial Intelligence (AI) Stocks to Buy for 2026 (Motley Fool)
Jan-06-26 12:55PM	Wealthfront's IPO Was Lackluster. Goldman Sachs Is Still Skeptical. (Barrons.com)
11:53AM	ServiceNow Drops 30% in a Year: Buy, Sell or Hold the NOW Stock? (Zacks)
07:50AM	Is Figma Stock a Buy? (Motley Fool)
Jan-05-26 12:44PM	Why Adobe Stock Is Falling Today (GuruFocus.com)
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Dec-29-25 10:03AM	Figma vs. Autodesk: Which Design SaaS Stock is a Safer Bet? (Zacks)
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Dec-18-25 09:55AM	Brown Advisory Mid-Cap Growth Strategy Sold Figma (FIG) on Strength (Insider Monkey)
Dec-17-25 04:06PM	Could December Be the Turning Point for This Beaten-Down Tech Stock? (Motley Fool)
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Dec-16-25 10:00AM	How Is Figma's 2025 AI Strategy Shaping Its Growth Outlook? (Zacks)
Dec-15-25 08:00AM	The New York Stock Exchange Leads with Seven of the 10 Largest IPOs in 2025, Paves Way for Digital Currency Public Market Debuts (Business Wire)
Dec-13-25 07:27AM	Adobe Gets Post-Earnings Lift: Long-Term Outlook Favors Upside (MarketBeat)
Dec-11-25 10:20AM	Figma Plunges 30% in 3 Months: Should You Hold or Fold the Stock? (Zacks)
Dec-10-25 04:10PM	Adobe sees upbeat annual results on AI, design software strength (Reuters)
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Dec-05-25 12:40PM	Can Workflow Adoption Drive NOW Stock in 2026 Post 25% Drop? (Zacks)
Dec-03-25 01:57AM	Wall Street Remains Optimistic on Figma (FIG) (Insider Monkey)
Dec-02-25 01:53PM	IP Oh No? Recent Stock Market Debuts Have Fizzled. (Barrons.com)
11:45AM	Is This AI Stock the Best Bargain on the Market Right Now? (Motley Fool)
10:00AM	SEC Chair Atkins calls for new rules for smaller companies to 'make IPOs great again' (Yahoo Finance)
09:11AM	What Makes Figma (FIG) a Good Investment Choice? (Insider Monkey)
Dec-01-25 05:43PM	Why Figma Stock Fell 28% in November (Motley Fool)
08:20AM	What Makes Figma (FIG) an Investment Choice? (Insider Monkey)
Nov-28-25 11:57AM	Figma (FIG) Down 19% Since Q3 Results, Wall Street Remains Bullish (Insider Monkey)
07:20AM	My 2 Favorite Stocks to Buy Now (Motley Fool)
06:15AM	Where Will Figma Stock Be in 1 Year? (Motley Fool)
Nov-27-25 12:57PM	Figma's Paid Customer Count Rises: Is the Growth Thesis Strengthening? (Zacks)
Nov-26-25 09:53AM	Is Now the Time to Buy Figma Stock? (Motley Fool)
Nov-24-25 11:21AM	Figma vs. Atlassian: Which Collaboration Stock Is the Smarter Pick? (Zacks)
06:45AM	Billionaire Philippe Laffont Is Selling CoreWeave, Tesla, and Nvidia and Piling Into 2 Recent IPOs (Motley Fool)
Nov-22-25 02:00AM	What's Wrong With Figma Stock? (Motley Fool)
Nov-21-25 12:27PM	Figma Dips Below IPO Price Less Than Four Months After Debut (Bloomberg)
Nov-19-25 11:42AM	Figma Benefits From Expanding Clientele: A Sign for More Upside? (Zacks)
Nov-15-25 08:35AM	Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term. (Motley Fool)
Nov-14-25 05:15PM	Why You Should Ignore the Stock's Volatility and Buy Figma for the Next Decade of Design (Motley Fool) -5.00%
01:00AM	The IPO Market Is Poised to Reopen. Canva, Kraken, Databricks Could Be on Deck. (Barrons.com)
Nov-13-25 01:42PM	Should You Hold on to Figma Despite the Stock's 32% One-Month Decline? (Zacks) -7.82%
09:00AM	AI Just Helped This 1 Tech Stock Crush Earnings. Should You Buy It Now? (Barchart)
Nov-12-25 05:00AM	Figma bets on India to expand beyond design (TechCrunch)
Nov-06-25 11:13AM	OpenAI Tops 1 Million Business Users as ChatGPT Soars (GuruFocus.com)

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GRACE HARPER RASMUSSEN IRREV T	Rule 144(e) aggregation affili	Feb 17 '26	Proposed Sale	22.53	5,000	112,650		Feb 17 04:38 PM
ISLA ROSE RASMUSSEN IRREV TRUS	Rule 144(e) aggregation affili	Feb 17 '26	Proposed Sale	22.53	5,000	112,650		Feb 17 04:38 PM
OLIVIA MAE RASMUSSEN IRREV TRU	Rule 144(e) aggregation affili	Feb 17 '26	Proposed Sale	22.53	5,000	112,650		Feb 17 04:37 PM
Mulligan Brendan	General Counsel and Secretary	Feb 10 '26	Sale	25.00	5,227	130,675	850,489	Feb 12 06:34 PM
Rasmussen Kris	Chief Technology Officer	Feb 10 '26	Sale	25.01	205,438	5,138,559	10,418,905	Feb 12 06:33 PM
KRISTOPHER RASMUSSEN	Officer	Feb 10 '26	Proposed Sale	22.13	205,438	4,546,343		Feb 10 04:32 PM
BRENDAN MULLIGAN	Officer	Feb 10 '26	Proposed Sale	22.13	5,227	115,674		Feb 10 04:32 PM
Herb Tyler	Chief Accounting Officer	Feb 02 '26	Sale	24.86	2,232	55,493	195,926	Feb 04 08:03 PM
Rasmussen Kris	Chief Technology Officer	Feb 02 '26	Sale	24.86	74,305	1,847,397	10,624,343	Feb 04 08:02 PM
Melwani Praveer	CFO and Treasurer	Feb 02 '26	Sale	24.86	16,247	403,939	1,550,298	Feb 04 08:02 PM
Voskanian Shaunt	Chief Revenue Officer	Feb 02 '26	Sale	24.86	3,828	95,173	1,588,735	Feb 04 08:01 PM
Mulligan Brendan	General Counsel and Secretary	Feb 02 '26	Sale	24.86	7,671	190,719	855,716	Feb 04 08:00 PM
Brendan Mulligan	Officer	Feb 02 '26	Proposed Sale	24.86	7,671	190,719		Feb 02 09:41 PM
Shaunt Voskanian	Officer	Feb 02 '26	Proposed Sale	24.86	3,828	95,173		Feb 02 09:39 PM
Praveer Melwani	Officer	Feb 02 '26	Proposed Sale	24.86	16,247	403,939		Feb 02 09:37 PM
Kris Rasmussen	Officer	Feb 02 '26	Proposed Sale	24.86	74,305	1,847,397		Feb 02 09:36 PM
Mulligan Brendan	General Counsel and Secretary	Jan 15 '26	Sale	32.02	5,666	181,399	863,387	Jan 20 04:36 PM
Field Dylan	President & CEO	Jan 14 '26	Sale	32.63	250,000	8,158,202	0	Jan 16 06:56 PM
Field Dylan	President & CEO	Jan 14 '26	Sale	32.63	62,500	2,039,555	0	Jan 16 06:56 PM
BRENDAN MULLIGAN	Officer	Jan 15 '26	Proposed Sale	32.36	5,666	183,352		Jan 15 04:24 PM
ISLA ROSE RASMUSSEN IRREV TRUS	Rule 144(e) aggregation affili	Jan 15 '26	Proposed Sale	32.36	15,000	485,400		Jan 15 04:24 PM
GRACE HARPER RASMUSSEN IRREV T	Rule 144(e) aggregation affili	Jan 15 '26	Proposed Sale	32.36	15,000	485,400		Jan 15 04:23 PM
OLIVIA MAE RASMUSSEN IRREV TRU	Rule 144(e) aggregation affili	Jan 15 '26	Proposed Sale	32.36	15,000	485,400		Jan 15 04:23 PM
LLL INVESTMENTS LLC	Director	Jan 14 '26	Proposed Sale	33.56	62,500	2,097,500		Jan 14 04:26 PM
DYLAN FIELD	Director	Jan 14 '26	Proposed Sale	33.56	250,000	8,390,000		Jan 14 04:25 PM
Herb Tyler	Chief Accounting Officer	Jan 05 '26	Sale	37.15	2,840	105,519	198,158	Jan 06 05:07 PM
Herb Tyler	Chief Accounting Officer	Jan 02 '26	Sale	37.21	2,408	89,597	200,998	Jan 06 05:07 PM
Voskanian Shaunt	Chief Revenue Officer	Jan 05 '26	Sale	37.24	8,449	314,664	1,592,563	Jan 06 05:06 PM
Voskanian Shaunt	Chief Revenue Officer	Jan 02 '26	Sale	37.21	3,933	146,338	1,601,012	Jan 06 05:06 PM
Rasmussen Kris	Chief Technology Officer	Jan 05 '26	Sale	37.25	181,345	6,755,172	10,698,648	Jan 06 05:05 PM
Rasmussen Kris	Chief Technology Officer	Jan 02 '26	Sale	37.21	14,252	530,285	10,879,993	Jan 06 05:05 PM
Melwani Praveer	CFO and Treasurer	Jan 02 '26	Sale	37.21	11,880	442,028	1,566,545	Jan 06 05:03 PM
Mulligan Brendan	General Counsel and Secretary	Jan 02 '26	Sale	37.21	6,793	252,752	874,719	Jan 06 05:02 PM
Mulligan Brendan	General Counsel and Secretary	Jan 05 '26	Sale	37.25	5,666	211,046	869,053	Jan 06 05:02 PM
SHAUNT A VOSKANIAN	Officer	Jan 05 '26	Proposed Sale	37.61	8,449	317,767		Jan 05 04:40 PM
BRENDAN MULLIGAN	Officer	Jan 05 '26	Proposed Sale	37.61	5,666	213,098		Jan 05 04:40 PM
KRISTOPHER RASMUSSEN	Officer	Jan 05 '26	Proposed Sale	37.61	181,345	6,820,385		Jan 05 04:37 PM
Praveer Melwani	Officer	Jan 02 '26	Proposed Sale	37.21	11,880	442,029		Jan 02 08:20 PM
Brendan Mulligan	Officer	Jan 02 '26	Proposed Sale	37.21	6,793	252,753		Jan 02 08:19 PM
Shaunt Voskanian	Officer	Jan 02 '26	Proposed Sale	37.21	3,933	146,338		Jan 02 08:16 PM
Kris Rasmussen	Officer	Jan 02 '26	Proposed Sale	37.21	14,252	530,286		Jan 02 08:15 PM
Melwani Praveer	CFO and Treasurer	Dec 22 '25	Sale	40.01	12,714	508,727	1,578,425	Dec 29 04:07 PM
Melwani Praveer	CFO and Treasurer	Dec 22 '25	Sale	40.01	11,137	445,626	118,363	Dec 29 04:07 PM
APM33, LLC	Officer	Dec 22 '25	Proposed Sale	39.48	13,000	513,240		Dec 22 04:27 PM
PRAVEER MELWANI	Officer	Dec 22 '25	Proposed Sale	39.48	14,482	571,749		Dec 22 04:27 PM
Mulligan Brendan	General Counsel and Secretary	Dec 15 '25	Sale	34.65	4,392	152,200	881,512	Dec 17 07:12 PM
Field Dylan	President & CEO	Dec 15 '25	Sale	34.66	250,000	8,665,638	0	Dec 17 07:12 PM
Field Dylan	President & CEO	Dec 15 '25	Sale	34.66	62,500	2,166,412	0	Dec 17 07:12 PM
Radakovich Lynn Vojvodich	Director	Dec 15 '25	Option Exercise	0.28	15,124	4,295	87,518	Dec 17 07:11 PM
Radakovich Lynn Vojvodich	Director	Dec 15 '25	Sale	34.64	15,124	523,850	72,394	Dec 17 07:11 PM
LLL INVESTMENTS LLC	Director	Dec 15 '25	Proposed Sale	36.07	62,500	2,254,375		Dec 15 06:03 PM
DYLAN FIELD	Director	Dec 15 '25	Proposed Sale	36.07	250,000	9,017,500		Dec 15 06:02 PM
OLIVIA MAE RASMUSSEN IRREV TRU	Rule 144(e) aggregation affili	Dec 15 '25	Proposed Sale	36.07	15,000	541,050		Dec 15 04:25 PM
GRACE HARPER RASMUSSEN IRREV T	Rule 144(e) aggregation affili	Dec 15 '25	Proposed Sale	36.07	15,000	541,050		Dec 15 04:25 PM
ISLA ROSE RASMUSSEN IRREV TRUS	Rule 144(e) aggregation affili	Dec 15 '25	Proposed Sale	36.07	15,000	541,050		Dec 15 04:25 PM
BRENDAN MULLIGAN	Officer	Dec 15 '25	Proposed Sale	36.07	4,392	158,419		Dec 15 04:24 PM
LYNN VOJVODICH	Director	Dec 15 '25	Proposed Sale	36.07	15,124	545,523		Dec 15 04:24 PM
Rasmussen Kris	Chief Technology Officer	Dec 03 '25	Sale	36.71	177,387	6,512,168	10,894,245	Dec 05 07:08 PM
Mulligan Brendan	General Counsel and Secretary	Dec 03 '25	Sale	36.68	4,392	161,113	885,904	Dec 05 07:06 PM
Voskanian Shaunt	Chief Revenue Officer	Dec 03 '25	Sale	36.68	6,305	231,239	1,604,945	Dec 05 07:05 PM
Herb Tyler	Chief Accounting Officer	Dec 03 '25	Sale	36.60	2,310	84,539	203,406	Dec 05 07:04 PM
Rasmussen Kris	Chief Technology Officer	Dec 01 '25	Sale	35.45	18,211	645,545	11,071,632	Dec 03 07:10 PM
Herb Tyler	Chief Accounting Officer	Dec 01 '25	Sale	35.45	3,073	108,932	205,716	Dec 03 07:09 PM
Mulligan Brendan	General Counsel and Secretary	Dec 01 '25	Sale	35.45	9,343	331,192	890,296	Dec 03 07:07 PM
Voskanian Shaunt	Chief Revenue Officer	Dec 01 '25	Sale	35.45	6,076	215,383	1,611,250	Dec 03 07:06 PM
Melwani Praveer	CFO and Treasurer	Dec 01 '25	Sale	35.45	15,781	559,406	1,591,139	Dec 03 07:05 PM
SHAUNT A VOSKANIAN	Officer	Dec 03 '25	Proposed Sale	36.18	6,305	228,115		Dec 03 04:31 PM
BRENDAN MULLIGAN	Officer	Dec 03 '25	Proposed Sale	36.18	4,392	158,903		Dec 03 04:30 PM
KRISTOPHER RASMUSSEN	Officer	Dec 03 '25	Proposed Sale	36.18	177,387	6,417,862		Dec 03 04:29 PM
Brendan Mulligan	Officer	Dec 01 '25	Proposed Sale	35.97	9,343	336,068		Dec 01 09:25 PM
Kris Rasmussen	Officer	Dec 01 '25	Proposed Sale	35.97	18,211	655,050		Dec 01 09:24 PM
Praveer Melwani	Officer	Dec 01 '25	Proposed Sale	35.97	15,781	567,643		Dec 01 09:22 PM
Shaunt Voskanian	Officer	Dec 01 '25	Proposed Sale	35.97	6,076	218,554		Dec 01 09:02 PM
Field Dylan	President & CEO	Nov 24 '25	Sale	34.76	250,000	8,690,184	0	Nov 26 05:05 PM
Field Dylan	President & CEO	Nov 24 '25	Sale	34.76	62,500	2,172,549	0	Nov 26 05:05 PM
DYLAN FIELD	Director	Nov 24 '25	Proposed Sale	34.31	250,000	8,577,500		Nov 24 07:57 PM
LLL INVESTMENTS LLC	Director	Nov 24 '25	Proposed Sale	34.31	62,500	2,144,375		Nov 24 07:56 PM
Field Dylan	President & CEO	Nov 17 '25	Sale	37.30	3,029,063	112,985,597	0	Nov 19 08:09 PM
Mulligan Brendan	General Counsel and Secretary	Nov 17 '25	Sale	37.29	4,299	160,329	899,639	Nov 19 08:07 PM
Herb Tyler	Chief Accounting Officer	Nov 17 '25	Sale	38.21	757	28,925	208,789	Nov 19 08:04 PM
Dylan Field	Officer	Nov 17 '25	Proposed Sale	37.30	3,029,063	112,985,564		Nov 17 08:13 PM
BRENDAN MULLIGAN	Officer	Nov 17 '25	Proposed Sale	38.53	4,299	165,640		Nov 17 04:28 PM
Voskanian Shaunt	Chief Revenue Officer	Nov 10 '25	Option Exercise	23.19	417,795	9,689,919	2,020,661	Nov 13 08:58 PM
Voskanian Shaunt	Chief Revenue Officer	Nov 10 '25	Sale	43.39	403,335	17,499,904	1,617,326	Nov 13 08:58 PM
Melwani Praveer	CFO and Treasurer	Nov 10 '25	Sale	43.47	14,532	631,651	1,622,918	Nov 13 08:57 PM
Melwani Praveer	CFO and Treasurer	Nov 10 '25	Sale	43.46	13,000	565,011	129,500	Nov 13 08:57 PM
Melwani Praveer	CFO and Treasurer	Nov 12 '25	Sale	45.00	10,000	450,000	1,612,918	Nov 13 08:57 PM
Rasmussen Kris	Chief Technology Officer	Nov 10 '25	Option Exercise	23.19	15,428	357,822	11,394,347	Nov 13 08:56 PM
Rasmussen Kris	Chief Technology Officer	Nov 10 '25	Sale	43.47	272,789	11,857,002	11,121,558	Nov 13 08:56 PM
Rasmussen Kris	Chief Technology Officer	Nov 12 '25	Sale	45.03	31,715	1,428,085	11,089,843	Nov 13 08:56 PM
Mulligan Brendan	General Counsel and Secretary	Nov 10 '25	Option Exercise	23.19	56,635	1,313,536	994,115	Nov 13 08:54 PM
Mulligan Brendan	General Counsel and Secretary	Nov 10 '25	Sale	43.47	80,934	3,517,940	913,181	Nov 13 08:54 PM
Mulligan Brendan	General Counsel and Secretary	Nov 12 '25	Sale	45.00	10,000	450,000	903,181	Nov 13 08:54 PM
Herb Tyler	Chief Accounting Officer	Nov 10 '25	Option Exercise	23.19	26,059	604,386	252,146	Nov 13 08:53 PM
Herb Tyler	Chief Accounting Officer	Nov 10 '25	Sale	43.93	43,357	1,904,777	208,789	Nov 13 08:53 PM
OLIVIA MAE RASMUSSEN IRREV TRU	Rule 144(e) aggregation affili	Nov 12 '25	Proposed Sale	44.48	10,733	477,404		Nov 12 04:49 PM
GRACE HARPER RASMUSSEN IRREV T	Rule 144(e) aggregation affili	Nov 12 '25	Proposed Sale	44.48	10,734	477,448		Nov 12 04:48 PM
KRISTOPHER RASMUSSEN	Officer	Nov 12 '25	Proposed Sale	44.48	31,715	1,410,683		Nov 12 04:48 PM
ISLA ROSE RASMUSSEN IRREV TRUS	Rule 144(e) aggregation affili	Nov 12 '25	Proposed Sale	44.48	10,733	477,404		Nov 12 04:38 PM
BRENDAN MULLIGAN	Officer	Nov 12 '25	Proposed Sale	44.48	10,000	444,800		Nov 12 04:38 PM

XLF State Street Financial Select Sector SPDR ETF daily Stock Chart

Held by: SECT XLSR BUYW EQL SSUS MPRO CLSM AGOX LCR EDGU

Category	US Equities - Industry Sector	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	1.96%	Total Holdings	80	Perf Week	-3.23%
Sponsor	State Street (SPDR)	ETF Type		Tags	equity	Return% 3Y	13.80%	AUM	52.43B	Perf Month	-3.99%
Fund Family		Bond Type		Tags	financial	Return% 5Y	12.47%	NAV/sh		Perf Quarter	-1.47%
Index	S&P Financial Select Sector Index	Average Maturity		Tags	-	Return% 10Y		52W High	56.51 -7.64%	Perf Half Y	-0.50%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	42.21 23.67%	Perf YTD	-4.69%
Active/Passive		Quant Type		Tags	-	Flows% 1M	2.38%	Volatility	2.05% 1.42%	Perf Year	0.77%
Dividend TTM	0.72 (1.38%)	ESG Type		Tags	-	Flows% 3M	0.93%	ATR (14)	0.84	Perf 3Y	43.45%
Dividend Ex-Date	Dec 22, 2025	Dividend Type		Sector/Theme		Flows% YTD	4.88%	RSI (14)	40.03	Perf 5Y	62.01%
Dividend Gr. 3/5Y	0.99% 3.78%	Structure Type		Region		Flows% 1Y		Beta	0.93	Perf 10Y	204.66%
Expense	0.08%	Growth/Value		SMA20	-1.95%	Flows% 3Y		Rel Volume	1.20	Prev Close	51.65
Inverse/Leveraged		Market Cap		SMA50	-3.72%	Flows% 5Y		Avg Volume	45.02M	Price	52.20
IPO	Dec 22, 1998	Option/Short	Yes / Yes	SMA200	-1.06%	Trades		Volume	53,988,102	Change	1.06%

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Financial Select Sector SPDR Fund seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Financial Select Sector Index. The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Financial companies by the Global Industry Classification Standard, including securities of companies from the following industries: financial services; insurance; banks; capital markets; mortgage real estate investment trusts; and consumer finance. The fund is non-diversified.

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BAC

Bank Of America Corp

JPM

JPMorgan Chase & Co

GS

Goldman Sachs Group, Inc

MS

Morgan Stanley

FIG

Figma Inc

XLF

State Street Financial Select Sector SPDR ETF

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