Index S&P 500
P/E 12.37
EPS (ttm) 2.89
Insider Own 0.17%
Shs Outstand 7.90B
Perf Week -1.60%
Market Cap 281.61B
Forward P/E 10.26
EPS next Y 3.49
Insider Trans 0.19%
Shs Float 7.86B
Perf Month -0.72%
Income 23.35B
PEG 0.51
EPS next Q 0.81
Inst Own 71.94%
Short Float 0.92%
Perf Quarter 12.73%
Sales 181.97B
P/S 1.55
EPS this Y 3.57%
Inst Trans 0.34%
Short Ratio 1.78
Perf Half Y 29.51%
Book/sh 33.71
P/B 1.06
EPS next Y 9.29%
ROA 0.77%
Short Interest 72.08M
Perf Year 17.05%
Cash/sh -
P/C -
EPS next 5Y 24.37%
ROE 8.72%
52W Range 24.96 - 38.35
Perf YTD 6.24%
Dividend Est. 1.00 (2.80%)
P/FCF -
EPS past 5Y 3.37%
ROI 3.96%
52W High -6.73%
Beta 1.39
Dividend TTM 0.94 (2.63%)
Quick Ratio -
Sales past 5Y 12.08%
Gross Margin -
52W Low 43.31%
ATR (14) 0.85
Dividend Ex-Date Feb 29, 2024
Current Ratio 1.02
EPS Y/Y TTM -12.81%
Oper. Margin 15.08%
RSI (14) 46.59
Volatility 3.10% 2.12%
Employees 213000
Debt/Eq 2.27
Sales Y/Y TTM 35.96%
Profit Margin 12.83%
Recom 2.33
Target Price 39.42
Option/Short Yes / Yes
LT Debt/Eq 1.01
EPS Q/Q -19.36%
Payout 29.90%
Rel Volume 1.10
Prev Close 35.23
Sales Surprise 1.30%
EPS Surprise -0.09%
Sales Q/Q 14.28%
Earnings Apr 16 BMO
Avg Volume 40.61M
Price 35.77
SMA20 -2.95%
SMA50 0.95%
SMA200 14.13%
Trades
Volume 44,480,574
Change 1.53%
Date
Action
Analyst
Rating Change
Price Target Change
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
Dec-14-23 Upgrade
Odeon
Hold → Buy
Nov-06-23 Upgrade
Keefe Bruyette
Underperform → Mkt Perform
$29 → $30
Sep-07-23 Initiated
HSBC Securities
Buy
$35
Apr-19-23 Reiterated
UBS
Buy
$34 → $36
Apr-19-23 Reiterated
RBC Capital Mkts
Outperform
$34 → $35
Apr-19-23 Reiterated
Oppenheimer
Outperform
$44 → $47
Apr-19-23 Reiterated
Morgan Stanley
Equal-Weight
$31 → $32
Apr-19-23 Reiterated
Evercore ISI
Outperform
$40 → $36
Apr-19-23 Reiterated
Citigroup
Neutral
$38 → $33
Apr-19-23 Reiterated
BMO Capital Markets
Market Perform
$43 → $41
Mar-08-23 Downgrade
Odeon
Buy → Hold
$35.20
Feb-09-23 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
$35 → $33
Jan-31-23 Downgrade
Atlantic Equities
Overweight → Neutral
$40
Jan-17-23 Downgrade
Piper Sandler
Neutral → Underweight
$36 → $33
Jan-10-23 Upgrade
Odeon
Hold → Buy
$38.44
Jan-06-23 Downgrade
Deutsche Bank
Buy → Hold
$45 → $36
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(The Wall Street Journal)
Apr-10-24 08:42PM
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment offers solutions to meet clients' needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BANK OF AMERICA CORP /DE/ 10% Owner Dec 27 '23 Buy 10.56 5,398 57,023 5,398 Dec 29 02:44 PM BANK OF AMERICA CORP /DE/ 10% Owner Dec 15 '23 Sale 9.72 900 8,748 0 Dec 15 04:36 PM BANK OF AMERICA CORP /DE/ 10% Owner Dec 13 '23 Buy 9.58 900 8,622 900 Dec 15 04:36 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 20 '23 Buy 9.97 44,985 448,500 44,985 Nov 22 04:38 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 20 '23 Sale 9.89 20,050 198,278 17,769 Nov 22 04:39 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 20 '23 Sale 9.94 17,769 176,688 0 Nov 22 04:40 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 20 '23 Sale 9.92 7,166 71,114 37,819 Nov 22 04:38 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 08 '23 Buy 10.42 4,175 43,504 4,175 Nov 13 04:26 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 08 '23 Sale 10.48 4,175 43,754 0 Nov 13 04:26 PM Woods Thomas D Director Nov 01 '23 Buy 26.25 25,000 656,250 64,661 Nov 03 04:06 PM DeMare James P President, Global Markets Aug 01 '23 Sale 31.53 75,000 2,364,900 185,108 Aug 03 04:28 PM Athanasia Dean C President, Regional Banking Jul 20 '23 Sale 31.48 77,806 2,449,722 353,971 Jul 21 04:49 PM
Index DJIA, S&P 500
P/E 11.18
EPS (ttm) 16.22
Insider Own 0.10%
Shs Outstand 2.87B
Perf Week -7.26%
Market Cap 520.57B
Forward P/E 11.11
EPS next Y 16.32
Insider Trans -28.77%
Shs Float 2.85B
Perf Month -6.47%
Income 47.76B
PEG 9.31
EPS next Q 4.12
Inst Own 70.80%
Short Float 0.77%
Perf Quarter 8.26%
Sales 170.59B
P/S 3.05
EPS this Y 34.30%
Inst Trans 0.11%
Short Ratio 2.43
Perf Half Y 22.86%
Book/sh 103.09
P/B 1.76
EPS next Y 2.13%
ROA 1.20%
Short Interest 21.78M
Perf Year 28.18%
Cash/sh 545.55
P/C 0.33
EPS next 5Y 1.20%
ROE 16.60%
52W Range 131.81 - 200.94
Perf YTD 6.55%
Dividend Est. 4.52 (2.50%)
P/FCF 40.12
EPS past 5Y 12.50%
ROI 7.40%
52W High -9.80%
Beta 1.13
Dividend TTM 4.25 (2.34%)
Quick Ratio -
Sales past 5Y 17.50%
Gross Margin -
52W Low 37.51%
ATR (14) 3.60
Dividend Ex-Date Apr 04, 2024
Current Ratio -
EPS Y/Y TTM 34.20%
Oper. Margin 46.90%
RSI (14) 32.85
Volatility 2.40% 1.67%
Employees 309926
Debt/Eq 1.17
Sales Y/Y TTM 54.49%
Profit Margin 28.00%
Recom 2.00
Target Price 204.69
Option/Short Yes / Yes
LT Debt/Eq 1.17
EPS Q/Q -14.90%
Payout 24.90%
Rel Volume 1.07
Prev Close 180.08
Sales Surprise -2.91%
EPS Surprise -9.22%
Sales Q/Q 43.40%
Earnings Apr 12 BMO
Avg Volume 8.96M
Price 181.25
SMA20 -6.68%
SMA50 -3.54%
SMA200 11.54%
Trades
Volume 9,552,615
Change 0.65%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-09-24 Upgrade
Deutsche Bank
Hold → Buy
$140 → $190
Dec-18-23 Upgrade
Daiwa Securities
Outperform → Buy
Nov-02-23 Downgrade
Odeon
Buy → Hold
$140
Sep-07-23 Initiated
HSBC Securities
Hold
$159
Jul-12-23 Downgrade
Citigroup
Buy → Neutral
$160
Jul-11-23 Upgrade
Jefferies
Hold → Buy
$149 → $165
Jul-10-23 Downgrade
Societe Generale
Buy → Hold
Jul-07-23 Upgrade
Wolfe Research
Peer Perform → Outperform
$170
May-01-23 Upgrade
Odeon
Hold → Buy
Mar-13-23 Upgrade
Wells Fargo
Equal Weight → Overweight
$148 → $155
Jan-06-23 Downgrade
Deutsche Bank
Buy → Hold
$145
Dec-08-22 Initiated
Piper Sandler
Overweight
$150
Dec-06-22 Upgrade
Morgan Stanley
Underweight → Overweight
$126 → $153
Jul-18-22 Upgrade
Berenberg
Sell → Hold
$120
Jul-12-22 Upgrade
Citigroup
Neutral → Buy
$145 → $135
May-24-22 Upgrade
Societe Generale
Hold → Buy
May-03-22 Upgrade
Oppenheimer
Perform → Outperform
$167
Feb-14-22 Downgrade
Jefferies
Buy → Hold
$180 → $155
Jan-14-22 Downgrade
Wells Fargo
Overweight → Equal Weight
Jan-05-22 Downgrade
Societe Generale
Buy → Hold
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JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and large corporations, as well as investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products to high net worth clients. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
DIMON JAMES Chairman & CEO Apr 15 '24 Sale 184.18 178,222 32,824,625 264,461 Apr 15 04:56 PM Beer Lori A Chief Information Officer Mar 25 '24 Option Exercise 0.00 23,707 0 68,703 Mar 27 04:17 PM Piepszak Jennifer Co-CEO CIB Mar 25 '24 Option Exercise 0.00 39,511 0 72,330 Mar 27 04:17 PM Friedman Stacey General Counsel Mar 25 '24 Option Exercise 0.00 39,511 0 98,967 Mar 27 04:17 PM Leopold Robin Head of Human Resources Mar 25 '24 Option Exercise 0.00 18,438 0 57,310 Mar 27 04:17 PM Pinto Daniel E President & COO Mar 25 '24 Option Exercise 0.00 102,206 0 697,938 Mar 27 04:17 PM BACON ASHLEY Chief Risk Officer Mar 25 '24 Option Exercise 0.00 41,266 0 243,359 Mar 27 04:16 PM DIMON JAMES Chairman & CEO Mar 25 '24 Option Exercise 0.00 292,667 0 604,528 Mar 27 04:16 PM Erdoes Mary E. CEO Asset & Wealth Management Mar 25 '24 Option Exercise 0.00 71,119 0 641,122 Mar 27 04:16 PM Rohrbaugh Troy L Co-CEO CIB Mar 25 '24 Option Exercise 0.00 71,119 0 237,408 Mar 27 04:17 PM Lake Marianne CEO CCB Mar 25 '24 Option Exercise 0.00 52,504 0 123,851 Mar 27 04:17 PM Beer Lori A Chief Information Officer Mar 25 '24 Sale 195.36 3,920 765,805 64,783 Mar 27 04:17 PM DIMON JAMES Chairman & CEO Feb 22 '24 Sale 182.73 821,778 150,167,221 595,316 Feb 22 05:51 PM Rohrbaugh Troy L Co-CEO Comm. & Invest. Bank Feb 22 '24 Sale 182.74 75,000 13,705,155 166,289 Feb 22 06:51 PM Friedman Stacey General Counsel Feb 22 '24 Sale 182.73 6,030 1,101,878 59,456 Feb 22 06:51 PM Beer Lori A Chief Information Officer Feb 22 '24 Sale 182.74 3,920 716,356 44,996 Feb 22 06:51 PM Erdoes Mary E. CEO Asset & Wealth Management Feb 16 '24 Sale 178.99 4,814 861,665 570,003 Feb 16 07:36 PM Lake Marianne CEO CCB Feb 16 '24 Sale 178.97 4,459 798,039 71,347 Feb 16 07:36 PM BACON ASHLEY Chief Risk Officer Feb 16 '24 Sale 179.00 3,368 602,857 202,093 Feb 16 07:35 PM Petno Douglas B CEO Commercial Banking Feb 16 '24 Sale 178.99 3,266 584,586 289,773 Feb 16 07:36 PM Scher Peter Vice Chairman Feb 16 '24 Sale 178.96 1,810 323,915 44,956 Feb 16 07:36 PM Piepszak Jennifer Co-CEO CIB Feb 16 '24 Sale 178.96 1,648 294,918 32,819 Feb 16 07:36 PM Erdoes Mary E. CEO Asset & Wealth Management Jan 16 '24 Sale 166.73 4,814 802,618 574,817 Jan 16 07:10 PM Lake Marianne Co-CEO CCB Jan 16 '24 Sale 166.72 4,459 743,422 64,996 Jan 16 07:10 PM BACON ASHLEY Chief Risk Officer Jan 16 '24 Sale 166.73 3,368 561,551 205,461 Jan 16 07:10 PM Petno Douglas B CEO Commercial Banking Jan 16 '24 Sale 166.70 3,267 544,596 295,914 Jan 16 07:10 PM Scher Peter Vice Chairman Jan 16 '24 Sale 166.65 1,812 301,971 46,766 Jan 16 07:10 PM Piepszak Jennifer Co-CEO CCB Jan 16 '24 Sale 166.59 1,649 274,709 34,467 Jan 16 07:10 PM Pinto Daniel E President & COO, CEO CIB Jan 13 '24 Option Exercise 0.00 68,330 0 634,995 Jan 16 07:11 PM Friedman Stacey General Counsel Jan 13 '24 Option Exercise 0.00 25,095 0 78,520 Jan 16 07:10 PM Beer Lori A Chief Information Officer Jan 13 '24 Option Exercise 0.00 15,351 0 56,547 Jan 16 07:10 PM Leopold Robin Head of Human Resources Jan 13 '24 Option Exercise 0.00 12,755 0 44,390 Jan 16 07:10 PM Korablina Elena A Corporate Controller Jan 13 '24 Option Exercise 0.00 7,619 0 32,270 Jan 16 07:11 PM Piepszak Jennifer Co-CEO CCB Jan 13 '24 Option Exercise 0.00 27,543 0 50,469 Jan 16 07:10 PM Petno Douglas B CEO Commercial Banking Jan 13 '24 Option Exercise 0.00 27,205 0 313,318 Jan 16 07:10 PM Lake Marianne Co-CEO CCB Jan 13 '24 Option Exercise 0.00 31,528 0 86,040 Jan 16 07:10 PM Erdoes Mary E. CEO Asset & Wealth Management Jan 13 '24 Option Exercise 0.00 41,155 0 601,528 Jan 16 07:10 PM Scher Peter Vice Chairman Jan 13 '24 Option Exercise 0.00 12,590 0 53,923 Jan 16 07:10 PM Barnum Jeremy Chief Financial Officer Jan 13 '24 Option Exercise 0.00 17,911 0 43,815 Jan 16 07:10 PM BACON ASHLEY Chief Risk Officer Jan 13 '24 Option Exercise 0.00 25,634 0 220,990 Jan 16 07:10 PM Lake Marianne Co-CEO CCB Dec 12 '23 Sale 160.00 32,243 5,158,906 131,962 Dec 12 05:06 PM Korablina Elena A Corporate Controller Oct 25 '23 Option Exercise 0.00 1,706 0 25,620 Oct 26 04:34 PM Friedman Stacey General Counsel Sep 06 '23 Sale 144.86 4,310 624,335 53,425 Sep 06 06:17 PM Friedman Stacey General Counsel Aug 07 '23 Sale 157.16 4,310 677,343 57,735 Aug 08 04:20 PM Erdoes Mary E. CEO Asset & Wealth Management Jun 15 '23 Sale 142.15 8,118 1,154,002 560,373 Jun 15 05:31 PM Petno Douglas B CEO Commercial Banking Jun 15 '23 Sale 142.16 4,930 700,864 277,161 Jun 15 05:35 PM Scher Peter Vice Chairman Jun 15 '23 Sale 141.39 2,482 350,930 41,333 Jun 15 05:33 PM Piepszak Jennifer Co-CEO CCB Jun 12 '23 Sale 140.70 1,871 263,243 22,926 Jun 12 04:31 PM Scher Peter Vice Chairman May 19 '23 Sale 140.08 1,241 173,836 43,815 May 19 04:21 PM BACON ASHLEY Chief Risk Officer May 15 '23 Sale 135.00 16,766 2,263,462 195,356 May 16 04:34 PM Beer Lori A Chief Information Officer May 15 '23 Sale 135.00 15,926 2,150,066 41,196 May 16 04:34 PM Erdoes Mary E. CEO Asset & Wealth Management May 15 '23 Sale 134.81 8,119 1,094,483 568,491 May 16 04:34 PM Petno Douglas B CEO Commercial Banking May 15 '23 Sale 134.90 4,932 665,331 282,091 May 16 04:34 PM Scher Peter Vice Chairman May 15 '23 Sale 135.02 1,240 167,421 45,056 May 16 04:34 PM Pinto Daniel E President & COO, CEO CIB May 11 '23 Sale 135.93 113,640 15,446,790 566,665 May 11 06:32 PM Piepszak Jennifer Co-CEO CCB May 11 '23 Sale 135.97 1,871 254,405 24,797 May 11 06:31 PM
Index DJIA, S&P 500
P/E 15.74
EPS (ttm) 25.61
Insider Own 0.54%
Shs Outstand 323.38M
Perf Week 1.42%
Market Cap 130.82B
Forward P/E 9.97
EPS next Y 40.42
Insider Trans -2.60%
Shs Float 322.78M
Perf Month 3.72%
Income 8.75B
PEG 0.91
EPS next Q 8.66
Inst Own 72.78%
Short Float 1.58%
Perf Quarter 6.95%
Sales 116.77B
P/S 1.12
EPS this Y 59.09%
Inst Trans -0.22%
Short Ratio 2.14
Perf Half Y 30.30%
Book/sh 319.46
P/B 1.26
EPS next Y 11.10%
ROA 0.58%
Short Interest 5.09M
Perf Year 20.72%
Cash/sh -
P/C -
EPS next 5Y 17.20%
ROE 7.99%
52W Range 289.36 - 419.20
Perf YTD 4.49%
Dividend Est. 11.37 (2.82%)
P/FCF 0.89
EPS past 5Y -1.98%
ROI 2.49%
52W High -3.84%
Beta 1.41
Dividend TTM 10.75 (2.67%)
Quick Ratio -
Sales past 5Y 18.17%
Gross Margin -
52W Low 39.31%
ATR (14) 9.04
Dividend Ex-Date May 30, 2024
Current Ratio 1.50
EPS Y/Y TTM -9.04%
Oper. Margin 10.30%
RSI (14) 51.86
Volatility 2.13% 1.96%
Employees 45300
Debt/Eq 5.60
Sales Y/Y TTM 46.97%
Profit Margin 7.49%
Recom 1.77
Target Price 441.13
Option/Short Yes / Yes
LT Debt/Eq 1.98
EPS Q/Q 31.78%
Payout 45.92%
Rel Volume 1.17
Prev Close 403.91
Sales Surprise 9.84%
EPS Surprise 32.70%
Sales Q/Q 26.32%
Earnings Apr 15 BMO
Avg Volume 2.38M
Price 403.11
SMA20 -0.76%
SMA50 2.04%
SMA200 13.54%
Trades
Volume 2,775,926
Change -0.20%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jul-24-23 Reiterated
UBS
Buy
$385 → $400
Jul-13-23 Upgrade
Odeon
Hold → Buy
$355.75
Jul-10-23 Downgrade
Societe Generale
Buy → Hold
Apr-19-23 Reiterated
RBC Capital Mkts
Sector Perform
$339 → $375
Apr-19-23 Reiterated
Oppenheimer
Outperform
$440 → $437
Apr-19-23 Reiterated
Morgan Stanley
Equal-Weight
$329 → $337
Apr-19-23 Reiterated
JP Morgan
Overweight
$430 → $415
Apr-19-23 Reiterated
JMP Securities
Mkt Outperform
$460 → $470
Apr-19-23 Reiterated
Evercore ISI
Outperform
$360 → $370
Apr-19-23 Reiterated
BMO Capital Markets
Outperform
$429 → $414
Apr-12-23 Upgrade
UBS
Neutral → Buy
Show Previous Ratings
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Apr-17-24 04:33PM
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The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
COLEMAN DENIS P. Chief Financial Officer Feb 23 '24 Sale 394.43 12,680 5,001,372 29,417 Feb 26 04:07 PM BERLINSKI PHILIP R. Global Treasurer Feb 22 '24 Sale 390.64 11,650 4,550,948 18,408 Feb 26 04:09 PM Ruemmler Kathryn H. Chief Legal Officer, GC Jan 23 '24 Sale 379.81 7,277 2,763,877 6,501 Jan 25 04:07 PM FREDMAN SHEARA J Chief Accounting Officer Jan 23 '24 Sale 380.15 4,300 1,634,645 11,463 Jan 25 04:12 PM LEE BRIAN J Chief Risk Officer Jan 17 '24 Sale 375.72 6,500 2,442,195 14,308 Jan 19 04:13 PM LEE BRIAN J Chief Risk Officer Jan 17 '24 Sale 376.39 3,000 1,129,170 10,121 Jan 19 04:13 PM GOLDMAN SACHS GROUP INC 10% Owner Dec 22 '23 Buy 13.44 157 2,110 49,808,542 Dec 26 06:02 PM GOLDMAN SACHS GROUP INC 10% Owner Dec 13 '23 Sale 13.58 157 2,132 49,808,484 Dec 26 06:02 PM LESLIE ERICKA T Chief Administrative Officer Nov 21 '23 Sale 335.15 1,376 461,166 10,471 Nov 24 01:06 PM GOLDMAN SACHS GROUP INC 10% Owner Nov 08 '23 Sale 0.71 72,874 51,741 397,954 Nov 13 07:29 PM SOLOMON DAVID M Chairman of the Board and CEO Aug 01 '23 Sale 356.28 4,200 1,496,376 124,782 Aug 03 04:30 PM SOLOMON DAVID M Chairman of the Board and CEO Jul 20 '23 Sale 345.71 10,000 3,457,132 128,982 Jul 21 04:17 PM GOLDMAN SACHS GROUP INC 10% Owner Jun 30 '23 Sale 11.73 1,145,486 13,436,551 50,099,392 Jul 03 03:37 PM GOLDMAN SACHS GROUP INC 10% Owner Jun 12 '23 Sale 11.73 9,000,000 105,570,000 51,676,439 Jun 14 06:50 PM GOLDMAN SACHS GROUP INC 10% Owner May 08 '23 Sale 21.61 24,819,473 536,472,909 110,337 May 10 04:40 PM LEE BRIAN J Chief Risk Officer May 02 '23 Sale 337.66 3,000 1,012,974 15,052 May 04 04:30 PM LEE BRIAN J Chief Risk Officer May 02 '23 Sale 337.63 3,000 1,012,897 15,808 May 04 04:30 PM BERLINSKI PHILIP R. Global Treasurer Apr 20 '23 Sale 338.10 3,750 1,267,875 21,366 Apr 21 04:30 PM Ruemmler Kathryn H. Chief Legal Officer, GC Apr 19 '23 Sale 332.67 7,277 2,420,840 4,334 Apr 21 04:30 PM
Index S&P 500
P/E 16.45
EPS (ttm) 5.49
Insider Own 23.35%
Shs Outstand 1.63B
Perf Week 3.94%
Market Cap 147.60B
Forward P/E 12.02
EPS next Y 7.51
Insider Trans -0.08%
Shs Float 1.25B
Perf Month 2.08%
Income 8.96B
PEG 2.06
EPS next Q 1.66
Inst Own 62.46%
Short Float 1.21%
Perf Quarter 7.58%
Sales 99.76B
P/S 1.48
EPS this Y 30.60%
Inst Trans -1.02%
Short Ratio 1.71
Perf Half Y 12.36%
Book/sh 55.50
P/B 1.63
EPS next Y 11.03%
ROA 0.76%
Short Interest 15.13M
Perf Year 0.46%
Cash/sh -
P/C -
EPS next 5Y 8.00%
ROE 9.12%
52W Range 69.42 - 95.57
Perf YTD -3.21%
Dividend Est. 3.51 (3.89%)
P/FCF 16.16
EPS past 5Y 1.84%
ROI 2.55%
52W High -5.56%
Beta 1.40
Dividend TTM 3.33 (3.68%)
Quick Ratio -
Sales past 5Y 15.18%
Gross Margin -
52W Low 30.02%
ATR (14) 2.32
Dividend Ex-Date Apr 29, 2024
Current Ratio 1.37
EPS Y/Y TTM -5.92%
Oper. Margin 12.42%
RSI (14) 50.73
Volatility 2.65% 2.39%
Employees 80000
Debt/Eq 3.63
Sales Y/Y TTM 34.52%
Profit Margin 8.98%
Recom 2.35
Target Price 97.82
Option/Short Yes / Yes
LT Debt/Eq 2.54
EPS Q/Q 18.45%
Payout 62.71%
Rel Volume 0.76
Prev Close 90.08
Sales Surprise 5.11%
EPS Surprise 20.83%
Sales Q/Q 13.33%
Earnings Apr 16 BMO
Avg Volume 8.84M
Price 90.26
SMA20 -1.30%
SMA50 1.93%
SMA200 5.79%
Trades
Volume 6,747,957
Change 0.20%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-17-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$102 → $91
Jan-17-24 Downgrade
JP Morgan
Overweight → Neutral
$94 → $87
Jan-09-24 Downgrade
HSBC Securities
Buy → Hold
$96
Nov-28-23 Downgrade
Societe Generale
Buy → Hold
Nov-20-23 Downgrade
Exane BNP Paribas
Outperform → Neutral
$85
Oct-23-23 Downgrade
Odeon
Buy → Hold
$79.15
Oct-20-23 Upgrade
Wolfe Research
Underperform → Peer Perform
Oct-11-23 Downgrade
UBS
Buy → Neutral
$110 → $84
Sep-07-23 Initiated
HSBC Securities
Buy
$99
Jul-12-23 Upgrade
Odeon
Hold → Buy
$94
Jan-18-23 Downgrade
Citigroup
Buy → Neutral
$100
Jan-10-23 Upgrade
Odeon
Sell → Hold
$88.75
Jan-04-23 Downgrade
Wolfe Research
Outperform → Underperform
$92
Oct-05-22 Downgrade
Atlantic Equities
Overweight → Neutral
$95 → $85
Sep-06-22 Downgrade
Odeon
Hold → Sell
May-03-22 Upgrade
Oppenheimer
Perform → Outperform
$111
Jan-28-22 Downgrade
Odeon
Buy → Hold
Dec-03-21 Upgrade
Citigroup
Neutral → Buy
$105 → $115
Oct-15-21 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$97
Oct-04-21 Reiterated
Jefferies
Buy
$108 → $119
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Provides diversified financial services including brokerage, investment management and venture capital services
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
GORMAN JAMES P Executive Chairman Feb 12 '24 Sale 87.30 100,000 8,730,220 350,000 Feb 14 04:19 PM SAPERSTEIN ANDREW M Co-President Feb 12 '24 Sale 87.19 26,655 2,324,092 286,835 Feb 14 04:19 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 31 '24 Sale 88.55 26,562 2,352,001 234,627 Feb 01 04:20 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 30 '24 Sale 87.81 26,563 2,332,595 261,189 Feb 01 04:20 PM SAPERSTEIN ANDREW M Co-President Jan 30 '24 Sale 87.92 10,000 879,170 313,490 Feb 01 04:22 PM AKRAM RAJA Deputy Chief Financial Officer Jan 30 '24 Sale 87.41 4,500 393,346 93,134 Feb 01 04:21 PM GORMAN JAMES P Executive Chairman Jan 26 '24 Sale 87.93 50,000 4,396,400 379,701 Jan 26 04:36 PM GORMAN JAMES P Executive Chairman Jan 25 '24 Sale 87.93 50,000 4,396,435 400,000 Jan 25 04:03 PM SAPERSTEIN ANDREW M Co-President Jan 19 '24 Sale 84.13 10,000 841,344 323,490 Jan 19 04:15 PM AKRAM RAJA Deputy Chief Financial Officer Jan 18 '24 Sale 83.56 7,000 584,928 97,634 Jan 19 04:22 PM MORGAN STANLEY 10% Owner Oct 05 '23 Sale 50000.00 135 6,750,000 0 Oct 10 08:22 PM GORMAN JAMES P Chairman and CEO Jul 24 '23 Sale 95.19 125,000 11,898,812 1,011,345 Jul 26 04:11 PM PICK EDWARD N Co-President/Head of IS Jul 24 '23 Sale 94.33 100,000 9,433,050 604,845 Jul 26 04:14 PM SIMKOWITZ DANIEL A Head of Investment Management Jul 20 '23 Sale 93.78 37,608 3,526,852 319,040 Jul 21 04:18 PM GORMAN JAMES P Chairman and CEO Jul 19 '23 Sale 92.35 125,000 11,543,286 1,136,345 Jul 21 04:13 PM SAPERSTEIN ANDREW M Co-President/Head of WM Jul 19 '23 Sale 93.09 39,254 3,654,280 193,708 Jul 21 04:16 PM AKRAM RAJA Deputy Chief Financial Officer Jul 19 '23 Sale 92.00 13,500 1,242,000 82,984 Jul 21 04:11 PM Smith Charles Aubrey III Chief Risk Officer Jul 19 '23 Sale 92.41 5,600 517,520 136,513 Jul 21 04:20 PM MORGAN STANLEY 10% Owner Jun 09 '23 Sale 9.45 1,049,889 9,921,451 8,456,881 Jun 13 04:04 PM AKRAM RAJA Deputy Chief Financial Officer May 15 '23 Sale 82.95 7,320 607,198 96,484 May 17 04:08 PM GLOCER THOMAS H Director May 03 '23 Sale 87.11 4,535 395,021 98,110 May 05 04:16 PM
Category Target Date / Multi-Asset - Other
Asset Type Multi-Asset - Tactical / Active
Tags U.S.
Return% 1Y 1.17%
Shs Outstand
Perf Week 1.50%
Sponsor Simplify ETF
ETF Type
Tags multi-asset
Return% 3Y -
Total Holdings 18
Perf Month 0.36%
Fund Family
Bond Type
Tags treasuries
Return% 5Y -
AUM 26.42M
Perf Quarter 0.90%
Index -
Average Maturity
Tags bonds
Return% 10Y
NAV%
Perf Half Y 3.70%
Index Weighting
Commodity Type
Tags options
Return% SI
NAV/sh
Perf Year -3.25%
Active/Passive
Quant Type
Tags futures
Flows% 1M -4.15%
52W Range 22.07 - 24.67
Perf YTD 0.14%
Dividend TTM 0.89 (3.90%)
ESG Type
Tags -
Flows% 3M -11.49%
52W High -6.94%
Beta 0.41
Dividend Ex-Date Mar 25, 2024
Dividend Type
Sector/Theme
Flows% YTD -13.16%
52W Low 4.03%
ATR (14) 0.19
Expense 1.00%
Structure Type
Region
Flows% 1Y
RSI (14) 54.60
Volatility 1.04% 0.64%
Option/Short No / Yes
Growth/Value
Dev/Emerg
Flows% 3Y
Rel Volume 0.76
Prev Close 23.01
Inverse/Leveraged
Market Cap
Currency
Flows% 5Y
Avg Volume 5.29K
Price 22.96
SMA20 0.45%
SMA50 0.50%
SMA200 0.67%
Trades
Volume 4,040
Change -0.24%
Category US Equities - Industry Sector
Asset Type Equities (Stocks)
Tags U.S.
Return% 1Y 21.45%
Shs Outstand
Perf Week -1.90%
Sponsor State Street (SPDR)
ETF Type
Tags equity
Return% 3Y 6.11%
Total Holdings 75
Perf Month -3.02%
Fund Family
Bond Type
Tags financial
Return% 5Y 10.25%
AUM 36.68B
Perf Quarter 6.70%
Index S&P Financial Select Sector Index
Average Maturity
Tags -
Return% 10Y
NAV%
Perf Half Y 18.12%
Index Weighting
Commodity Type
Tags -
Return% SI
NAV/sh
Perf Year 19.39%
Active/Passive
Quant Type
Tags -
Flows% 1M 2.52%
52W Range 31.26 - 42.22
Perf YTD 5.93%
Dividend TTM 0.64 (1.61%)
ESG Type
Tags -
Flows% 3M 0.14%
52W High -5.66%
Beta 1.08
Dividend Ex-Date Mar 18, 2024
Dividend Type
Sector/Theme
Flows% YTD 2.02%
52W Low 27.42%
ATR (14) 0.51
Expense 0.10%
Structure Type
Region
Flows% 1Y
RSI (14) 37.50
Volatility 1.46% 1.20%
Option/Short Yes / Yes
Growth/Value
Dev/Emerg
Flows% 3Y
Rel Volume 1.03
Prev Close 39.69
Inverse/Leveraged
Market Cap
Currency
Flows% 5Y
Avg Volume 47.63M
Price 39.83
SMA20 -3.26%
SMA50 -1.69%
SMA200 9.25%
Trades
Volume 48,826,485
Change 0.35%
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