Index NDX, S&P 500
P/E 29.31
EPS (ttm) 8.32
Insider Own 12.48%
Shs Outstand 276.67M
Perf Week -10.07%
Market Cap 67.22B
Forward P/E 21.21
EPS next Y 11.50
Insider Trans -0.18%
Shs Float 241.29M
Perf Month -19.92%
Income 2.38B
PEG 2.61
EPS next Q 2.27
Inst Own 59.91%
Short Float 2.06%
Perf Quarter -16.67%
Sales 25.10B
P/S 2.68
EPS this Y 9.60%
Inst Trans 1.20%
Short Ratio 3.18
Perf Half Y 6.66%
Book/sh -10.81
P/B -
EPS next Y 12.42%
ROA 9.16%
Short Interest 4.97M
Perf Year -2.59%
Cash/sh 1.44
P/C 169.74
EPS next 5Y 11.24%
ROE -
52W Range 204.55 - 307.52
Perf YTD -12.59%
Dividend Est. 2.62 (1.07%)
P/FCF 33.63
EPS past 5Y 17.02%
ROI 21.71%
52W High -20.72%
Beta 1.40
Dividend TTM 2.52 (1.03%)
Quick Ratio -
Sales past 5Y 10.28%
Gross Margin 19.59%
52W Low 19.19%
ATR (14) 7.71
Dividend Ex-Date Feb 27, 2025
Current Ratio -
EPS Y/Y TTM -18.43%
Oper. Margin 15.31%
RSI (14) 21.45
Volatility 3.35% 2.73%
Employees 418000
Debt/Eq -
Sales Y/Y TTM 5.85%
Profit Margin 9.46%
Recom 2.57
Target Price 295.00
Option/Short Yes / Yes
LT Debt/Eq -
EPS Q/Q -43.38%
Payout 28.94%
Rel Volume 1.47
Prev Close 246.31
Sales Surprise 0.39%
EPS Surprise 2.67%
Sales Q/Q 5.48%
Earnings Feb 11 BMO
Avg Volume 1.56M
Price 243.81
SMA20 -11.17%
SMA50 -12.90%
SMA200 -5.41%
Trades
Volume 2,303,837
Change -1.01%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-04-25 Upgrade
Evercore ISI
In-line → Outperform
$330
Sep-18-24 Initiated
Goldman
Buy
$267
Aug-29-24 Upgrade
Bernstein
Mkt Perform → Outperform
$247 → $262
Jun-21-24 Initiated
Susquehanna
Neutral
$255
Mar-26-24 Initiated
Mizuho
Neutral
$263
Dec-05-23 Resumed
Wells Fargo
Equal Weight
$220
Oct-23-23 Initiated
HSBC Securities
Buy
$233
Aug-14-23 Downgrade
Bernstein
Outperform → Mkt Perform
$204 → $218
May-03-23 Upgrade
Bernstein
Mkt Perform → Outperform
$204
Feb-15-23 Downgrade
Evercore ISI
Outperform → In-line
$180
Jan-09-23 Downgrade
Jefferies
Buy → Hold
$166
Dec-15-22 Downgrade
Barclays
Overweight → Equal Weight
$163 → $170
Dec-14-22 Downgrade
Citigroup
Buy → Neutral
$170 → $175
Dec-05-22 Initiated
Morgan Stanley
Overweight
$190
Nov-30-22 Initiated
Redburn
Sell
Sep-15-22 Upgrade
Berenberg
Hold → Buy
$165 → $185
Jul-11-22 Upgrade
Evercore ISI
In-line → Outperform
$180 → $165
Jun-29-22 Initiated
Barclays
Overweight
$164
Feb-16-22 Reiterated
Truist
Hold
$156 → $182
Feb-16-22 Reiterated
Loop Capital
Hold
$163 → $170
Show Previous Ratings
Mar-10-25 01:22AM
Mar-09-25 05:00AM
Mar-06-25 11:40AM
11:26AM
(Hotel Management Network)
Mar-05-25 08:00PM
11:09AM
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11:06AM
07:41AM
(Thomson Reuters StreetEvents)
06:36AM
(Hotel Management Network)
04:01AM
Mar-04-25 11:08AM
(Hotel Management Network)
Mar-03-25 05:19AM
(Hotel Management Network)
Mar-02-25 04:00AM
Feb-26-25 05:40PM
07:46AM
(Hotel Management Network)
01:00PM
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10:30AM
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07:00AM
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10:35AM
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08:00AM
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Jan-08-25 09:00AM
Dec-23-24 10:00AM
Dec-18-24 09:00AM
Dec-12-24 09:48PM
(Hotel Management Network)
12:09PM
10:43AM
08:30AM
08:30AM
Dec-07-24 05:30AM
(The Wall Street Journal)
Dec-05-24 11:34AM
(Hotel Management Network)
01:36AM
Dec-04-24 11:30AM
Dec-03-24 09:00PM
(The Wall Street Journal)
02:54PM
(Nation's Restaurant News)
05:12AM
(Hotel Management Network)
Dec-02-24 09:27PM
(Hotel Management Network)
Nov-27-24 05:15AM
(Hotel Management Network)
03:12AM
Nov-26-24 10:53AM
Nov-22-24 05:28AM
(Hotel Management Network)
04:51AM
Nov-21-24 01:46PM
01:34PM
01:34PM
07:09AM
(Hotel Management Network)
Nov-20-24 10:28AM
(Hotel Management Network)
10:00AM
09:00AM
Nov-19-24 06:00AM
Nov-18-24 12:01AM
Nov-15-24 10:23AM
Nov-14-24 05:35PM
Nov-13-24 04:39AM
Nov-12-24 09:30AM
Nov-09-24 12:12AM
Nov-08-24 12:00PM
05:03AM
(Hotel Management Network)
Nov-07-24 03:30PM
03:39AM
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03:22PM
02:14PM
07:00AM
Nov-03-24 07:00AM
Oct-31-24 07:11AM
Oct-30-24 09:16AM
09:15AM
08:00AM
Oct-29-24 10:23AM
05:52AM
(Hotel Management Network)
05:40AM
Oct-28-24 10:01AM
09:00AM
Oct-27-24 08:30AM
Oct-23-24 09:55AM
Oct-22-24 12:29PM
(Hotel Management Network)
08:05AM
Oct-21-24 11:58AM
(Hotel Management Network)
09:00AM
12:00AM
Oct-18-24 09:01AM
(Hotel Management Network)
09:00AM
Oct-10-24 04:45PM
06:37AM
(Hotel Management Network)
Oct-09-24 07:34PM
(Associated Press Finance)
06:00PM
03:02PM
(The Wall Street Journal)
12:21PM
08:18AM
Oct-08-24 08:38PM
Marriott International, Inc. engages in the operation and franchise of hotel, residential, and timeshare properties. It operates through the following geography segments: United States and Canada, Europe, Middle East, and Africa, Asia Pacific, and Greater China. Its brands include Marriott Bonvoy, The Ritz-Carlton, Edition, W Hotels Worldwide, The Luxury Collection, and Stregis Hotels and Resorts etc. The company was founded by John Willard Marriott and Alice Sheets Marriott in 1927 and is headquartered in Bethesda, MD.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SCHWAB SUSAN C Director Feb 24 '25 Sale 277.48 1,054 292,332 4,551 Feb 26 02:35 PM Brown William P Group Pres., US and Canada Feb 21 '25 Sale 285.63 12,642 3,610,934 30,919 Feb 25 06:15 PM Oberg Kathleen K. EVP & CFO Feb 21 '25 Sale 278.07 14,498 4,031,436 14,282 Feb 24 07:29 PM Reiss Rena Hozore EVP & General Counsel Feb 21 '25 Sale 286.65 3,500 1,003,275 24,733 Feb 24 07:29 PM SCHWAB SUSAN C Director Feb 24 '25 Proposed Sale 277.87 1,054 292,874 Feb 24 03:48 PM Oberg Kathleen K. Officer Feb 21 '25 Proposed Sale 278.61 11,103 3,093,365 Feb 21 02:08 PM Brown William P Officer Feb 21 '25 Proposed Sale 285.64 12,642 3,611,044 Feb 21 11:38 AM Reiss Rena Hozore Officer Feb 21 '25 Proposed Sale 286.65 3,500 1,003,275 Feb 21 09:39 AM Anand Satyajit President, EMEA Dec 06 '24 Sale 293.63 1,919 563,476 22,559 Dec 09 05:33 PM Anand Satyajit Officer Dec 06 '24 Proposed Sale 293.64 1,919 563,487 Dec 06 11:48 AM Brown William P Group Pres., US and Canada Nov 22 '24 Sale 284.30 1,707 485,292 23,077 Nov 25 03:56 PM Brown William P Officer Nov 22 '24 Proposed Sale 284.30 1,707 485,292 Nov 22 03:42 PM Capuano Anthony President & CEO Nov 12 '24 Sale 284.49 8,332 2,370,332 108,361 Nov 13 07:42 PM Oberg Kathleen K. EVP & CFO Nov 11 '24 Sale 285.41 2,360 673,568 39,726 Nov 13 07:32 PM Brown William P Group Pres., US and Canada Nov 08 '24 Sale 278.74 2,037 567,783 22,059 Nov 12 02:48 PM Pinto Drew EVP, Chf. Rev & Technology Nov 08 '24 Sale 280.72 1,000 280,719 4,996 Nov 12 02:48 PM Oberg Kathleen K. EVP & CFO Nov 11 '24 Sale 283.30 4,170 1,181,361 37,916 Nov 12 02:48 PM Breland Benjamin T. EVP & Chief HR Officer Nov 11 '24 Sale 284.25 880 250,140 11,404 Nov 12 02:48 PM Capuano Anthony Officer Nov 12 '24 Proposed Sale 284.49 8,332 2,370,332 Nov 12 02:08 PM Oberg Kathleen K. Officer Nov 11 '24 Proposed Sale 283.30 4,170 1,181,361 Nov 12 10:25 AM Breland Benjamin T. Officer Nov 11 '24 Proposed Sale 284.25 880 250,140 Nov 12 09:41 AM THE KATHLEEN K OBERG REVOCABLE Officer Nov 11 '24 Proposed Sale 285.42 2,360 673,580 Nov 12 09:13 AM Pinto Drew Officer Nov 08 '24 Proposed Sale 280.72 1,000 280,719 Nov 08 01:51 PM Roe Peggy Fang EVP & Chf. Customer Officer Nov 07 '24 Sale 276.13 3,000 828,390 17,443 Nov 08 01:08 PM Reiss Rena Hozore EVP & General Counsel Nov 07 '24 Sale 276.13 3,487 962,865 21,615 Nov 08 01:08 PM Lee Felitia Controller and CAO Nov 07 '24 Sale 276.48 916 253,256 5,609 Nov 08 01:08 PM Brown William P Officer Nov 08 '24 Proposed Sale 278.74 2,037 567,783 Nov 08 11:39 AM Lee Felitia Officer Nov 07 '24 Proposed Sale 276.49 916 253,260 Nov 07 02:03 PM Breland Benjamin T. EVP & Chief HR Officer Nov 06 '24 Sale 274.49 500 137,245 12,286 Nov 07 11:57 AM Reiss Rena Hozore Officer Nov 07 '24 Proposed Sale 276.13 3,487 962,865 Nov 07 10:38 AM Roe Peggy Fang Officer Nov 07 '24 Proposed Sale 276.13 3,000 828,390 Nov 07 09:43 AM Breland Benjamin T. Officer Nov 06 '24 Proposed Sale 274.49 500 137,245 Nov 06 10:43 AM HIPPEAU ERIC Director Mar 13 '24 Sale 251.19 1,400 351,666 72 Mar 14 03:07 PM
Index S&P 500
P/E 15.52
EPS (ttm) 15.69
Insider Own 8.50%
Shs Outstand 240.85M
Perf Week -2.76%
Market Cap 58.65B
Forward P/E 10.92
EPS next Y 22.30
Insider Trans -0.03%
Shs Float 220.37M
Perf Month -5.70%
Income 3.88B
PEG 1.28
EPS next Q 4.64
Inst Own 77.62%
Short Float 1.64%
Perf Quarter -13.24%
Sales 87.39B
P/S 0.67
EPS this Y 7.44%
Inst Trans -1.45%
Short Ratio 1.97
Perf Half Y -14.05%
Book/sh 109.86
P/B 2.22
EPS next Y 16.59%
ROA 4.47%
Short Interest 3.61M
Perf Year -1.68%
Cash/sh 21.20
P/C 11.49
EPS next 5Y 12.11%
ROE 14.59%
52W Range 241.78 - 313.84
Perf YTD -13.44%
Dividend Est. 5.44 (2.23%)
P/FCF 22.16
EPS past 5Y 53.32%
ROI 6.41%
52W High -22.41%
Beta 1.25
Dividend TTM 5.52 (2.27%)
Quick Ratio 1.19
Sales past 5Y 5.13%
Gross Margin 21.30%
52W Low 0.72%
ATR (14) 6.60
Dividend Ex-Date Mar 10, 2025
Current Ratio 1.23
EPS Y/Y TTM -7.18%
Oper. Margin 6.79%
RSI (14) 35.94
Volatility 2.48% 2.47%
Employees 430000
Debt/Eq 1.41
Sales Y/Y TTM -0.63%
Profit Margin 4.44%
Recom 2.09
Target Price 319.73
Option/Short Yes / Yes
LT Debt/Eq 1.29
EPS Q/Q -14.67%
Payout 29.25%
Rel Volume 0.93
Prev Close 242.96
Sales Surprise -0.53%
EPS Surprise 0.41%
Sales Q/Q -0.89%
Earnings Mar 20 AMC
Avg Volume 1.83M
Price 243.51
SMA20 -5.10%
SMA50 -8.06%
SMA200 -11.84%
Trades
Volume 1,701,706
Change 0.23%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-07-25 Initiated
Deutsche Bank
Buy
$337
Feb-03-25 Downgrade
Loop Capital
Buy → Hold
$365 → $283
Dec-20-24 Upgrade
TD Cowen
Hold → Buy
$328 → $337
Dec-20-24 Upgrade
Loop Capital
Hold → Buy
$288 → $365
Dec-20-24 Reiterated
TD Cowen
Buy
$328 → $337
Dec-03-24 Downgrade
Bernstein
Outperform → Mkt Perform
$337 → $316
Oct-09-24 Initiated
Citigroup
Buy
$301
Sep-20-24 Reiterated
TD Cowen
Buy
$334 → $328
Sep-20-24 Downgrade
Morgan Stanley
Equal-Weight → Underweight
$215 → $200
Sep-20-24 Downgrade
HSBC Securities
Buy → Hold
$300
Aug-22-24 Resumed
TD Cowen
Buy
Jun-26-24 Upgrade
JP Morgan
Neutral → Overweight
$296 → $359
Jun-26-24 Reiterated
TD Cowen
Buy
$320 → $335
Jun-07-24 Initiated
Wells Fargo
Equal Weight
$275
Mar-27-24 Downgrade
Exane BNP Paribas
Neutral → Underperform
$250
Mar-22-24 Reiterated
TD Cowen
Outperform
$293 → $320
Jan-08-24 Upgrade
Melius
Hold → Buy
Dec-12-23 Reiterated
TD Cowen
Outperform
$290 → $293
Oct-02-23 Upgrade
Susquehanna
Neutral → Positive
$225 → $315
Sep-29-23 Initiated
HSBC Securities
Buy
$330
Show Previous Ratings
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Feb-03-25 06:20PM
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Feb-01-25 10:08PM
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Jan-27-25 06:53AM
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FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Ground, FedEx Freight, FedEx Services, and Corporate, Other and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Ground segment provides small-package ground delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SCHWAB SUSAN C Director Jan 14 '25 Option Exercise 174.63 3,980 695,047 12,884 Jan 14 05:17 PM SCHWAB SUSAN C Director Jan 14 '25 Sale 276.45 3,980 1,100,257 8,904 Jan 14 05:17 PM SCHWAB SUSAN C Director Jan 14 '25 Proposed Sale 274.59 3,980 1,092,868 Jan 14 05:04 PM Smith Richard W COO INTL - CEO Airline FEC Jan 07 '25 Option Exercise 180.82 3,220 582,240 114,462 Jan 10 04:31 PM Smith Richard W COO INTL - CEO Airline FEC Jan 07 '25 Sale 276.93 2,576 713,373 111,886 Jan 10 04:31 PM DIETRICH JOHN W EVP CHIEF FINANCIAL OFF Jan 07 '25 Buy 273.98 1,000 273,980 9,067 Jan 08 07:43 PM Smith Richard W Officer Jan 07 '25 Proposed Sale 273.97 2,576 705,747 Jan 07 07:33 PM LANE AMY B Director Dec 26 '24 Buy 276.06 333 91,929 333 Dec 26 05:08 PM Carere Brie EVP/Chief Customer Officer Jul 18 '24 Sale 310.43 1,958 607,822 19,937 Jul 18 05:09 PM Krishnasamy Sriram EVP CDI Off & CTO/CEO FDW Jul 17 '24 Option Exercise 140.69 5,627 791,649 20,667 Jul 18 05:06 PM Krishnasamy Sriram EVP CDI Off & CTO/CEO FDW Jul 17 '24 Sale 310.14 8,421 2,611,718 12,246 Jul 18 05:06 PM Ellison Marvin R Director Jul 11 '24 Option Exercise 160.53 2,535 406,931 9,490 Jul 11 04:27 PM Ellison Marvin R Director Jul 11 '24 Sale 299.34 2,535 758,831 6,955 Jul 11 04:27 PM Erwin Guy M II CVP Chief Accounting Officer Jul 03 '24 Sale 299.24 116 34,712 930 Jul 05 04:55 PM STEINER DAVID P Director Jul 02 '24 Option Exercise 160.53 2,535 406,931 36,552 Jul 02 04:54 PM STEINER DAVID P Director Jul 02 '24 Sale 297.71 1,369 407,561 35,183 Jul 02 04:54 PM CARTER ROBERT B EVP / Chief Info Officer Jun 28 '24 Option Exercise 180.82 16,010 2,894,928 75,894 Jul 01 04:42 PM CARTER ROBERT B EVP / Chief Info Officer Jun 28 '24 Sale 294.48 16,010 4,714,625 59,884 Jul 01 04:42 PM Allen Mark R EVP GENL COUNSEL/SECTY Jun 28 '24 Option Exercise 162.34 72,930 11,839,789 112,895 Jul 01 04:39 PM Allen Mark R EVP GENL COUNSEL/SECTY Jun 28 '24 Sale 295.70 77,930 23,044,256 34,965 Jul 01 04:39 PM WALSH PAUL S Director Jun 28 '24 Option Exercise 160.53 2,535 406,944 17,280 Jun 28 06:24 PM WALSH PAUL S Director Jun 28 '24 Sale 294.72 2,535 747,126 14,745 Jun 28 06:24 PM SMITH FREDERICK W Executive Chairman Apr 09 '24 Option Exercise 143.54 159,485 22,893,274 14,619,244 Apr 09 06:19 PM SMITH FREDERICK W Executive Chairman Apr 09 '24 Sale 274.30 113,400 31,105,700 14,505,844 Apr 09 06:19 PM Brightman Tracy B EVP - Chief People Officer Apr 08 '24 Option Exercise 224.49 2,550 572,451 8,844 Apr 08 06:49 PM Brightman Tracy B EVP - Chief People Officer Apr 08 '24 Sale 275.69 2,550 703,010 6,294 Apr 08 06:49 PM Subramaniam Rajesh President/CEO Apr 05 '24 Option Exercise 160.46 24,580 3,944,206 73,871 Apr 05 04:20 PM Subramaniam Rajesh President/CEO Apr 05 '24 Sale 274.55 18,384 5,047,342 55,487 Apr 05 04:20 PM Smith Richard W Pres&CEO, Air&Intl FXE Apr 04 '24 Option Exercise 143.55 1,875 269,156 85,939 Apr 04 04:39 PM Smith Richard W Pres&CEO, Air&Intl FXE Apr 04 '24 Sale 278.24 1,325 368,663 84,614 Apr 04 04:39 PM Krishnasamy Sriram EVP - CTO & CEO Dataworks Mar 28 '24 Sale 289.19 354 102,373 11,147 Mar 28 04:47 PM MARTIN R BRAD Director Mar 28 '24 Option Exercise 160.53 2,535 406,944 7,821 Mar 28 04:45 PM MARTIN R BRAD Director Mar 28 '24 Sale 288.30 1,412 407,080 6,409 Mar 28 04:45 PM Allen Mark R EVP GENL COUNSEL/SECTY Mar 28 '24 Option Exercise 171.06 10,145 1,735,419 46,998 Mar 28 04:43 PM Allen Mark R EVP GENL COUNSEL/SECTY Mar 28 '24 Sale 287.28 10,145 2,914,456 36,853 Mar 28 04:43 PM SCHWAB SUSAN C Director Mar 27 '24 Option Exercise 149.71 6,145 919,961 14,010 Mar 27 05:16 PM SCHWAB SUSAN C Director Mar 27 '24 Sale 288.02 6,145 1,769,904 7,865 Mar 27 05:16 PM Erwin Guy M II STAFF VP INT PRIN ACCT OFFICER Mar 26 '24 Option Exercise 207.30 2,749 569,857 3,235 Mar 27 05:13 PM Erwin Guy M II STAFF VP INT PRIN ACCT OFFICER Mar 26 '24 Sale 289.11 2,749 794,764 486 Mar 27 05:13 PM
Index DJIA, S&P 500
P/E 15.32
EPS (ttm) 22.07
Insider Own 0.21%
Shs Outstand 477.93M
Perf Week -0.11%
Market Cap 161.60B
Forward P/E 14.81
EPS next Y 22.84
Insider Trans -4.89%
Shs Float 476.92M
Perf Month -6.91%
Income 10.79B
PEG 3.63
EPS next Q 4.40
Inst Own 72.27%
Short Float 2.11%
Perf Quarter -14.40%
Sales 64.81B
P/S 2.49
EPS this Y -6.89%
Inst Trans -0.48%
Short Ratio 4.19
Perf Half Y 1.22%
Book/sh 40.78
P/B 8.29
EPS next Y 11.99%
ROA 12.32%
Short Interest 10.07M
Perf Year -0.31%
Cash/sh 14.41
P/C 23.46
EPS next 5Y 4.22%
ROE 55.36%
52W Range 307.05 - 418.50
Perf YTD -6.79%
Dividend Est. 5.79 (1.71%)
P/FCF 18.32
EPS past 5Y 15.48%
ROI 22.82%
52W High -19.20%
Beta 1.18
Dividend TTM 5.53 (1.64%)
Quick Ratio 0.89
Sales past 5Y 5.16%
Gross Margin 36.21%
52W Low 10.12%
ATR (14) 9.76
Dividend Ex-Date Jan 21, 2025
Current Ratio 1.42
EPS Y/Y TTM 9.59%
Oper. Margin 20.76%
RSI (14) 41.11
Volatility 3.02% 2.70%
Employees 112900
Debt/Eq 2.00
Sales Y/Y TTM -3.36%
Profit Margin 16.65%
Recom 2.46
Target Price 391.52
Option/Short Yes / Yes
LT Debt/Eq 1.43
EPS Q/Q 9.57%
Payout 25.08%
Rel Volume 0.76
Prev Close 339.77
Sales Surprise -2.38%
EPS Surprise 2.40%
Sales Q/Q -5.01%
Earnings Jan 30 BMO
Avg Volume 2.40M
Price 338.13
SMA20 -1.63%
SMA50 -6.47%
SMA200 -6.33%
Trades
Volume 1,813,894
Change -0.48%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-03-25 Upgrade
UBS
Sell → Neutral
$355 → $385
Jan-13-25 Upgrade
Evercore ISI
Underperform → In-line
$365
Nov-13-24 Downgrade
Evercore ISI
In-line → Underperform
$321 → $365
Oct-14-24 Downgrade
Morgan Stanley
Equal-Weight → Underweight
$349 → $332
Jun-28-24 Initiated
Raymond James
Mkt Perform
Jun-26-24 Initiated
Citigroup
Buy
$380
Apr-26-24 Reiterated
TD Cowen
Buy
$338 → $340
Apr-26-24 Downgrade
Stifel
Buy → Hold
$293 → $350
Mar-14-24 Initiated
Truist
Buy
$390
Feb-20-24 Downgrade
Evercore ISI
Outperform → In-line
$321 → $338
Feb-06-24 Reiterated
TD Cowen
Outperform
$300 → $338
Jan-08-24 Initiated
Morgan Stanley
Equal-Weight
$270
Nov-20-23 Initiated
HSBC Securities
Hold
$250
Jul-17-23 Reiterated
Citigroup
Neutral
$240 → $270
Jun-22-23 Initiated
DA Davidson
Neutral
$263
Mar-27-23 Downgrade
Robert W. Baird
Neutral → Underperform
$230 → $185
Mar-10-23 Downgrade
UBS
Neutral → Sell
$230 → $225
Feb-13-23 Downgrade
Robert W. Baird
Outperform → Neutral
$290 → $230
Jan-13-23 Upgrade
BofA Securities
Neutral → Buy
$217 → $295
Dec-09-22 Reiterated
Cowen
Outperform
$240 → $264
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Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Energy and Transportation segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925 and is headquartered in Irving, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kaiser Jason Group President Feb 18 '25 Sale 354.70 2,425 860,148 6,275 Feb 19 10:45 AM Kaiser Jason Officer Feb 18 '25 Proposed Sale 354.70 2,425 860,137 Feb 18 04:49 PM Johnson Gerald Director Feb 04 '25 Buy 365.57 100 36,557 3,053 Feb 05 12:37 PM BONFIELD ANDREW R J Chief Financial Officer Jan 16 '25 Sale 380.09 10,000 3,800,900 45,182 Jan 17 10:36 AM Johnson Gerald Director Dec 04 '24 Buy 398.57 100 39,857 2,953 Dec 05 03:35 PM Fassino Anthony D. Group President Nov 29 '24 Option Exercise 127.60 9,133 1,165,371 42,698 Dec 02 05:08 PM Fassino Anthony D. Group President Nov 29 '24 Sale 408.59 6,279 2,565,537 33,565 Dec 02 05:08 PM Fassino Anthony D. Officer Nov 29 '24 Proposed Sale 408.59 6,279 2,565,536 Nov 29 02:21 PM BONFIELD ANDREW R J Chief Financial Officer Nov 25 '24 Sale 405.36 10,000 4,053,560 55,182 Nov 26 04:53 PM Andrew Bonfield Officer Nov 25 '24 Proposed Sale 397.49 20,000 7,949,800 Nov 25 06:30 PM SCHWAB SUSAN C Director Nov 15 '24 Sale 383.20 2 766 10,846 Nov 18 04:44 PM Umpleby III Donald J Chairman & CEO Nov 07 '24 Option Exercise 196.70 87,053 17,123,325 526,102 Nov 08 05:27 PM De Lange Bob Group President Nov 07 '24 Option Exercise 151.12 20,000 3,022,400 91,107 Nov 08 05:25 PM De Lange Bob Group President Nov 07 '24 Sale 410.25 12,657 5,192,561 71,107 Nov 08 05:25 PM De Lange Bob Officer Nov 07 '24 Proposed Sale 383.37 12,657 4,852,314 Nov 07 05:30 PM Fassino Anthony D. Group President Nov 06 '24 Option Exercise 127.60 8,000 1,020,800 41,422 Nov 07 05:05 PM Fassino Anthony D. Group President Nov 06 '24 Sale 409.84 5,509 2,257,809 33,442 Nov 07 05:05 PM DICKINSON DANIEL M Director Nov 06 '24 Sale 418.00 1,300 543,400 4,976 Nov 07 12:32 PM Fassino Anthony D. Officer Nov 06 '24 Proposed Sale 409.84 5,509 2,257,806 Nov 06 06:05 PM DICKINSON INVESTMENTS LLC Director Nov 06 '24 Proposed Sale 418.00 1,300 543,400 Nov 06 05:20 PM Johnson Cheryl H Chief Human Resources Officer Nov 04 '24 Sale 378.84 2,664 1,009,230 12,951 Nov 05 11:26 AM Johnson Cheryl H Officer Nov 04 '24 Proposed Sale 378.84 2,664 1,009,228 Nov 04 03:40 PM Schaupp William E Chief Accounting Officer Nov 01 '24 Option Exercise 196.70 2,000 393,400 3,686 Nov 04 02:58 PM Schaupp William E Chief Accounting Officer Nov 01 '24 Sale 380.98 968 368,789 1,686 Nov 04 02:58 PM Schaupp William E Officer Nov 01 '24 Proposed Sale 380.98 968 368,787 Nov 01 05:03 PM Johnson Gerald Director Sep 04 '24 Buy 338.59 100 33,859 2,842 Sep 05 12:44 PM Fassino Anthony D. Group President Aug 30 '24 Option Exercise 127.60 5,000 638,000 38,442 Sep 03 05:06 PM Fassino Anthony D. Group President Aug 30 '24 Sale 351.36 3,185 1,119,082 33,442 Sep 03 05:06 PM Fassino Anthony D. Officer Aug 30 '24 Proposed Sale 351.36 3,185 1,119,083 Aug 30 05:07 PM Johnson Cheryl H Chief Human Resources Officer Aug 22 '24 Sale 342.48 2,975 1,018,878 15,615 Aug 23 11:38 AM Johnson Cheryl H Officer Aug 22 '24 Proposed Sale 342.48 2,975 1,018,865 Aug 22 05:17 PM Johnson Cheryl H Chief Human Resources Officer Jul 16 '24 Sale 350.00 1,508 527,800 18,515 Jul 17 01:39 PM Johnson Cheryl H Chief Human Resources Officer May 30 '24 Sale 340.00 1,508 512,720 20,023 May 31 12:32 PM Johnson Gerald Director May 20 '24 Buy 356.40 100 35,640 2,213 May 22 04:26 PM De Lange Bob Group President May 13 '24 Option Exercise 95.17 30,551 2,907,531 100,949 May 14 01:14 PM De Lange Bob Group President May 13 '24 Sale 356.90 21,847 7,797,194 71,115 May 14 01:14 PM MacLennan David Director May 03 '24 Buy 337.39 500 168,695 5,738 May 06 09:24 AM
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