Index RUT P/E 5.24 EPS (ttm) 7.93 Insider Own 2.22% Shs Outstand 49.30M Perf Week 2.14%
Market Cap 2.06B Forward P/E 6.08 EPS next Y 6.84 Insider Trans -44.15% Shs Float 48.48M Perf Month 25.18%
Income 396.00M PEG 1.01 EPS next Q 1.25 Inst Own 104.39% Short Float 7.30% Perf Quarter 11.72%
Sales 4.90B P/S 0.42 EPS this Y -56.85% Inst Trans 0.86% Short Ratio 4.21 Perf Half Y 47.38%
Book/sh 61.13 P/B 0.68 EPS next Y 7.46% ROA 1.88% Short Interest 3.54M Perf Year 39.28%
Cash/sh - P/C - EPS next 5Y 5.17% ROE 14.47% 52W Range 26.08 - 42.40 Perf YTD 26.17%
Dividend Est. 0.84 (2.02%) P/FCF 1.04 EPS past 5Y -3.85% ROI 5.15% 52W High -1.98% Beta 1.93
Dividend TTM 0.84 (2.02%) Quick Ratio - Sales past 5Y -0.94% Gross Margin - 52W Low 59.36% ATR (14) 1.56
Dividend Ex-Date May 09, 2024 Current Ratio 1.06 EPS Y/Y TTM -14.79% Oper. Margin 10.55% RSI (14) 62.95 Volatility 4.06% 4.29%
Employees 7000 Debt/Eq 1.53 Sales Y/Y TTM 6.41% Profit Margin 8.08% Recom 3.06 Target Price 41.15
Option/Short Yes / Yes LT Debt/Eq 1.53 EPS Q/Q -70.31% Payout 5.85% Rel Volume 0.73 Prev Close 40.56
Sales Surprise -0.80% EPS Surprise -8.86% Sales Q/Q -2.98% Earnings Apr 25 BMO Avg Volume 841.05K Price 41.56
SMA20 7.11% SMA50 11.39% SMA200 21.08% Trades
Volume 609,787 Change 2.47%
Date
Action
Analyst
Rating Change
Price Target Change
May-02-24 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$38 → $67
May-01-24 Downgrade Argus
Buy → Hold
Apr-04-24 Upgrade Wolfe Research
Peer Perform → Outperform
$48
Jan-10-24 Initiated BMO Capital Markets
Market Perform
$33
Jan-03-24 Downgrade Evercore ISI
In-line → Underperform
$29 → $33
Dec-18-23 Downgrade JP Morgan
Overweight → Neutral
$42 → $36
Dec-13-23 Downgrade Morgan Stanley
Equal-Weight → Underweight
$31 → $25
Nov-15-23 Initiated Barclays
Underweight
$24
Oct-05-23 Downgrade BofA Securities
Buy → Neutral
$44 → $36
Oct-02-23 Downgrade Goldman
Neutral → Sell
$44 → $32
Sep-05-23 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$46 → $43
Mar-17-23 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$60 → $35
Jan-05-23 Upgrade Stephens
Equal-Weight → Overweight
$64
Oct-06-22 Initiated Credit Suisse
Neutral
$38
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Bread Financial Holdings, Inc. engages in the provision of payment, lending, and saving solutions. The firm also offers private label and co-brand credit cards and buy now, pay later products such as installment loans and split-pay offerings. The company was founded in 1996 and is headquartered in Columbus, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Turtle Creek Asset Management 10% Owner Jan 29 '24 Sale 35.67 45,000 1,605,247 293,092 Jan 29 09:18 PM Turtle Creek Asset Management 10% Owner Jan 26 '24 Sale 35.53 30,000 1,065,834 295,787 Jan 26 07:21 PM Turtle Creek Asset Management 10% Owner Jan 25 '24 Sale 32.23 30,000 966,977 297,583 Jan 26 07:21 PM Turtle Creek Asset Management 10% Owner Jan 24 '24 Sale 30.82 30,000 924,576 299,380 Jan 26 07:21 PM Turtle Creek Asset Management 10% Owner Jan 23 '24 Sale 31.12 30,000 933,480 301,176 Jan 23 07:52 PM Turtle Creek Asset Management 10% Owner Jan 22 '24 Sale 30.88 30,000 926,454 302,973 Jan 23 07:52 PM Turtle Creek Asset Management 10% Owner Jan 19 '24 Sale 29.86 30,000 895,810 304,769 Jan 23 07:52 PM Turtle Creek Asset Management 10% Owner Jan 18 '24 Sale 29.38 30,000 881,316 306,566 Jan 18 09:02 PM Turtle Creek Asset Management 10% Owner Jan 17 '24 Sale 30.20 30,000 906,069 308,363 Jan 18 09:02 PM Turtle Creek Asset Management 10% Owner Jan 16 '24 Sale 30.94 30,000 928,191 310,160 Jan 18 09:02 PM Turtle Creek Asset Management 10% Owner Jan 12 '24 Sale 31.77 25,000 794,147 311,957 Jan 12 07:57 PM Turtle Creek Asset Management 10% Owner Jan 11 '24 Sale 32.44 25,000 810,945 313,454 Jan 12 07:57 PM Turtle Creek Asset Management 10% Owner Jan 10 '24 Sale 32.46 25,000 811,585 314,951 Jan 12 07:57 PM Turtle Creek Asset Management 10% Owner Jan 09 '24 Sale 32.73 35,000 1,145,638 316,448 Jan 09 07:32 PM Turtle Creek Asset Management 10% Owner Jan 05 '24 Sale 32.40 25,000 810,038 318,544 Jan 09 07:32 PM Turtle Creek Asset Management 10% Owner Jan 04 '24 Sale 31.57 25,000 789,138 320,041 Jan 04 07:06 PM Turtle Creek Asset Management 10% Owner Jan 03 '24 Sale 32.06 25,000 801,390 321,538 Jan 04 07:06 PM Turtle Creek Asset Management 10% Owner Jan 02 '24 Sale 33.16 25,000 828,911 323,035 Jan 04 07:06 PM Turtle Creek Asset Management 10% Owner Dec 29 '23 Sale 33.10 10,000 331,022 324,532 Dec 29 05:37 PM Turtle Creek Asset Management 10% Owner Dec 28 '23 Sale 33.52 20,000 670,404 325,131 Dec 29 05:37 PM Turtle Creek Asset Management 10% Owner Dec 27 '23 Sale 33.55 20,000 671,048 326,329 Dec 29 05:37 PM Turtle Creek Asset Management 10% Owner Dec 22 '23 Sale 33.73 25,000 843,218 327,527 Dec 22 06:23 PM Turtle Creek Asset Management 10% Owner Dec 21 '23 Sale 33.84 25,000 846,093 329,024 Dec 22 06:23 PM Turtle Creek Asset Management 10% Owner Dec 20 '23 Sale 33.34 25,000 833,555 330,521 Dec 20 08:05 PM Turtle Creek Asset Management 10% Owner Dec 18 '23 Sale 33.24 21,000 698,124 332,018 Dec 20 08:05 PM Turtle Creek Asset Management 10% Owner Dec 15 '23 Sale 33.41 18,000 601,302 333,276 Dec 15 09:13 PM Turtle Creek Asset Management 10% Owner Dec 14 '23 Sale 34.44 18,000 620,001 334,354 Dec 15 09:13 PM Turtle Creek Asset Management 10% Owner Dec 13 '23 Sale 31.56 18,000 568,116 335,432 Dec 15 09:13 PM Turtle Creek Asset Management 10% Owner Dec 12 '23 Sale 31.75 20,000 635,026 336,510 Dec 12 07:53 PM Turtle Creek Asset Management 10% Owner Dec 11 '23 Sale 31.07 25,000 776,697 337,708 Dec 12 07:53 PM Turtle Creek Asset Management 10% Owner Dec 08 '23 Sale 30.87 25,000 771,628 339,205 Dec 12 07:53 PM Turtle Creek Asset Management 10% Owner Dec 07 '23 Sale 30.51 25,000 762,865 340,702 Dec 07 07:18 PM Turtle Creek Asset Management 10% Owner Dec 06 '23 Sale 29.65 30,000 889,377 342,199 Dec 07 07:18 PM Turtle Creek Asset Management 10% Owner Dec 05 '23 Sale 28.98 20,000 579,582 343,996 Dec 07 07:18 PM BALLOU ROGER H Director Jul 31 '23 Buy 41.78 2,400 100,272 34,842 Aug 01 04:24 PM Turtle Creek Asset Management 10% Owner May 30 '23 Buy 29.89 400 11,954 5,016 Jun 01 06:25 PM Turtle Creek Asset Management 10% Owner May 24 '23 Buy 29.50 15,000 442,479 4,956,281 May 26 08:50 PM Turtle Creek Asset Management 10% Owner May 19 '23 Buy 29.74 5,850 173,966 4,942,624 May 19 09:30 PM
Index - P/E 10.72 EPS (ttm) 2.05 Insider Own 36.15% Shs Outstand 7.84M Perf Week 7.84%
Market Cap 170.50M Forward P/E 9.63 EPS next Y 2.29 Insider Trans -7.52% Shs Float 4.95M Perf Month 15.18%
Income 16.95M PEG 0.71 EPS next Q 0.53 Inst Own 39.75% Short Float 3.94% Perf Quarter -24.14%
Sales 268.05M P/S 0.64 EPS this Y -1.90% Inst Trans 0.78% Short Ratio 2.14 Perf Half Y -8.86%
Book/sh 3.70 P/B 5.95 EPS next Y 10.39% ROA 15.55% Short Interest 0.19M Perf Year 56.81%
Cash/sh 0.27 P/C 81.19 EPS next 5Y 15.00% ROE 58.53% 52W Range 13.71 - 32.15 Perf YTD -24.24%
Dividend Est. - P/FCF 10.35 EPS past 5Y 54.89% ROI 31.27% 52W High -31.57% Beta 0.73
Dividend TTM - Quick Ratio 1.43 Sales past 5Y 8.35% Gross Margin 28.65% 52W Low 60.52% ATR (14) 0.70
Dividend Ex-Date Dec 21, 2017 Current Ratio 1.43 EPS Y/Y TTM 14.22% Oper. Margin 8.89% RSI (14) 63.87 Volatility 3.30% 3.02%
Employees 3790 Debt/Eq 0.87 Sales Y/Y TTM -0.66% Profit Margin 6.32% Recom 1.00 Target Price 34.00
Option/Short Yes / Yes LT Debt/Eq 0.84 EPS Q/Q 18.52% Payout 0.00% Rel Volume 0.61 Prev Close 21.98
Sales Surprise 1.13% EPS Surprise 11.58% Sales Q/Q 7.17% Earnings May 09 BMO Avg Volume 90.84K Price 22.00
SMA20 10.87% SMA50 3.83% SMA200 -5.72% Trades
Volume 55,551 Change 0.09%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-15-22 Upgrade B. Riley Securities
Neutral → Buy
$23
Mar-17-20 Downgrade B. Riley FBR
Buy → Neutral
$4 → $2
Jul-13-17 Initiated The Benchmark Company
Buy
$7
Nov-14-08 Reiterated Boenning & Scattergood
Market Outperform
$6 → $3
Apr-03-08 Reiterated Boenning & Scattergood
Market Outperform
$10 → $8
Aug-09-07 Upgrade Boenning & Scattergood
Market Perform → Market Outperform
$10
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(Simply Wall St.) -11.89%
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(Investor's Business Daily)
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RCM Technologies, Inc. engages in the provision of business and technology solutions. It operates through the following segments: Engineering, Specialty Health Care, and Information Technology. The Engineering segment offers a portfolio of engineering and design services across energy services, process and industrial, and aerospace sectors. The Specialty Healthcare segment offers staffing solutions of healthcare professionals and teletherapy services. The Information Technology segment provides enterprise business solutions, application services, infrastructure solutions, and life sciences solutions. The company was founded by Leon Kopyt in 1971 and is headquartered in Pennsauken, NJ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MILLER KEVIN D CFO Jan 08 '24 Sale 32.00 1,400 44,800 453,600 Jan 10 04:47 PM Vizi Bradley Executive Chairman & President Dec 29 '23 Sale 30.01 848 25,448 1,503,488 Dec 29 04:59 PM Vizi Bradley Executive Chairman & President Dec 28 '23 Sale 30.00 2,325 69,750 1,504,336 Dec 29 04:59 PM Vizi Bradley Executive Chairman & President Dec 27 '23 Sale 30.01 18,474 554,405 1,506,661 Dec 29 04:59 PM Vizi Bradley Executive Chairman & President Dec 26 '23 Sale 30.00 13,003 390,090 1,525,135 Dec 28 04:16 PM Vizi Bradley Executive Chairman & President Dec 22 '23 Sale 30.01 11,862 355,979 1,538,138 Dec 27 04:21 PM MILLER KEVIN D CFO Dec 20 '23 Sale 29.01 13,442 389,952 455,000 Dec 21 04:53 PM MILLER KEVIN D CFO Dec 19 '23 Sale 29.02 26,558 770,713 468,442 Dec 21 04:53 PM Vizi Bradley Executive Chairman & President Dec 18 '23 Sale 27.59 11,200 309,008 1,550,000 Dec 18 04:21 PM Vizi Bradley Executive Chairman & President Dec 15 '23 Sale 27.54 5,360 147,614 1,561,200 Dec 15 06:04 PM Vizi Bradley Executive Chairman & President Dec 14 '23 Sale 27.52 25,978 714,915 1,566,560 Dec 15 06:04 PM Vizi Bradley Executive Chairman & President Dec 13 '23 Sale 27.50 3,072 84,480 1,592,538 Dec 15 06:04 PM Vizi Bradley Executive Chairman & President Dec 12 '23 Sale 27.51 4,390 120,769 1,595,610 Dec 14 05:27 PM Saks Michael Division President, HC Srvs. Dec 11 '23 Sale 27.27 5,000 136,350 120,236 Dec 13 04:19 PM MILLER KEVIN D CFO Dec 01 '23 Sale 27.01 17,306 467,435 495,000 Dec 01 05:31 PM MILLER KEVIN D CFO Nov 30 '23 Sale 27.01 14,188 383,218 512,306 Dec 01 05:31 PM MILLER KEVIN D CFO Nov 29 '23 Sale 27.01 8,506 229,747 526,494 Dec 01 05:31 PM Vizi Bradley Executive Chairman & President Nov 24 '23 Sale 25.00 1,734 43,350 1,600,000 Nov 27 04:17 PM Vizi Bradley Executive Chairman & President Nov 22 '23 Sale 25.01 12,559 314,101 1,601,734 Nov 27 04:17 PM Vizi Bradley Executive Chairman & President Nov 21 '23 Sale 25.01 2,456 61,425 1,614,293 Nov 21 04:36 PM Vizi Bradley Executive Chairman & President Nov 20 '23 Sale 25.02 22,328 558,647 1,616,749 Nov 21 04:36 PM MILLER KEVIN D CFO Nov 17 '23 Sale 24.50 5,092 124,754 535,000 Nov 21 04:11 PM Vizi Bradley Executive Chairman & President Nov 17 '23 Sale 25.01 890 22,259 1,639,077 Nov 21 04:36 PM MILLER KEVIN D CFO Nov 15 '23 Sale 24.61 411 10,115 540,092 Nov 16 04:10 PM MILLER KEVIN D CFO Nov 14 '23 Sale 24.60 9,306 228,928 540,503 Nov 16 04:10 PM Vizi Bradley Executive Chairman & President Nov 14 '23 Sale 25.02 620 15,512 1,639,967 Nov 15 04:32 PM MILLER KEVIN D CFO Nov 13 '23 Sale 24.85 15,191 377,496 549,809 Nov 15 04:11 PM Vizi Bradley Executive Chairman & President Nov 13 '23 Sale 25.04 9,227 231,044 1,640,587 Nov 15 04:32 PM Saks Michael Division President, HC Srvs. Aug 07 '23 Sale 19.64 3,855 75,712 124,296 Aug 09 05:19 PM Vizi Bradley Executive Chairman & President Jul 31 '23 Sale 20.01 15,149 303,131 1,700,000 Aug 01 04:21 PM Vizi Bradley Executive Chairman & President Jul 28 '23 Sale 20.00 21,350 427,000 1,715,149 Aug 01 04:21 PM Vizi Bradley Executive Chairman & President Jul 18 '23 Sale 20.01 13,501 270,155 1,736,499 Jul 20 04:32 PM
Index RUT P/E 9.63 EPS (ttm) 2.38 Insider Own 1.77% Shs Outstand 29.51M Perf Week 1.24%
Market Cap 671.16M Forward P/E 10.94 EPS next Y 2.10 Insider Trans -1.96% Shs Float 28.75M Perf Month 23.35%
Income 70.38M PEG 2.41 EPS next Q 0.51 Inst Own 75.35% Short Float 1.13% Perf Quarter 13.46%
Sales 468.35M P/S 1.43 EPS this Y -12.59% Inst Trans -1.09% Short Ratio 3.51 Perf Half Y 21.26%
Book/sh 28.76 P/B 0.80 EPS next Y -0.47% ROA 0.93% Short Interest 0.32M Perf Year 23.88%
Cash/sh - P/C - EPS next 5Y 4.00% ROE 8.57% 52W Range 16.10 - 23.06 Perf YTD 4.09%
Dividend Est. 0.84 (3.66%) P/FCF 8.57 EPS past 5Y 7.01% ROI 5.62% 52W High -0.56% Beta 0.90
Dividend TTM 0.84 (3.66%) Quick Ratio - Sales past 5Y 12.94% Gross Margin - 52W Low 42.42% ATR (14) 0.64
Dividend Ex-Date May 07, 2024 Current Ratio 0.05 EPS Y/Y TTM -11.15% Oper. Margin 19.15% RSI (14) 72.56 Volatility 3.37% 3.15%
Employees 979 Debt/Eq 0.52 Sales Y/Y TTM 30.41% Profit Margin 15.03% Recom 3.00 Target Price 22.33
Option/Short Yes / Yes LT Debt/Eq 0.48 EPS Q/Q -3.66% Payout 34.89% Rel Volume 1.02 Prev Close 22.80
Sales Surprise 6.66% EPS Surprise 34.42% Sales Q/Q 20.51% Earnings Apr 24 AMC Avg Volume 92.71K Price 22.93
SMA20 6.03% SMA50 12.24% SMA200 18.08% Trades
Volume 94,227 Change 0.57%
Date
Action
Analyst
Rating Change
Price Target Change
Oct-06-23 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$24 → $20
Nov-07-22 Downgrade Stephens
Overweight → Equal-Weight
$30.50
Jun-01-20 Initiated Stephens
Overweight
$22
Nov-26-19 Initiated Raymond James
Outperform
$29
Oct-04-17 Downgrade Keefe Bruyette
Outperform → Mkt Perform
Apr-12-17 Initiated Sandler O'Neill
Buy
$30
Jul-14-16 Initiated Piper Jaffray
Overweight
$24
Jun-23-15 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$24
Aug-31-09 Initiated Keefe Bruyette
Mkt Perform
$20
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04:15PM
Oct-20-21 03:03PM
10:10AM
Oct-07-21 02:57PM
Aug-18-21 02:40PM
Jul-28-21 07:35PM
04:15PM
Univest Financial Corp. is a holding company, which engages in the provision of financial solutions for individuals, businesses, municipalities, and non-profit organizations. It operates through the following segments: Banking, Wealth Management, and Insurance. The Banking segment includes banking services such as deposit taking, loan origination and servicing, mortgage banking, and equipment lease financing. The Wealth Management segment offers investment advisory, financial planning, trust, and brokerage services. The Insurance segment is involved in insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting. The company was founded in 1973 and is headquartered in Souderton, PA.
Insider Trading
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SEC Form 4
Keim Michael S Senior EVP & COO May 16 '24 Option Exercise 18.52 1,141 21,131 56,820 May 16 04:08 PM Keim Michael S Senior EVP & COO May 16 '24 Sale 22.75 1,141 25,958 55,679 May 16 04:08 PM Keim Michael S Senior EVP & COO May 15 '24 Option Exercise 18.52 859 15,909 56,538 May 16 04:08 PM Keim Michael S Senior EVP & COO May 15 '24 Sale 22.77 859 19,555 55,679 May 16 04:08 PM SCHWEITZER JEFFREY M Chairman, President & CEO May 09 '24 Option Exercise 18.52 9,000 166,680 99,187 May 13 08:57 AM SCHWEITZER JEFFREY M Chairman, President & CEO May 09 '24 Sale 22.55 9,000 202,967 90,187 May 13 08:57 AM Paquin Natalye Director May 07 '24 Buy 22.29 860 19,169 21,997 May 07 12:10 PM Richardson Brian J Sr EVP & CFO Mar 15 '24 Option Exercise 0.00 4,978 0 17,363 Mar 19 03:13 PM McCormick Patrick C SEVP & Chief Comm Bank Officer Mar 15 '24 Option Exercise 0.00 3,489 0 6,608 Mar 19 03:09 PM Monios Eleni S EVP & Chief Credit Officer Mar 15 '24 Option Exercise 0.00 1,019 0 1,391 Mar 19 03:06 PM Santana Megan D Sr EVP & Chief Risk Officer Mar 15 '24 Option Exercise 0.00 4,471 0 25,733 Mar 19 03:04 PM Keim Michael S Senior EVP & COO Mar 15 '24 Option Exercise 0.00 8,652 0 57,309 Mar 19 03:02 PM SCHWEITZER JEFFREY M Chairman, President & CEO Mar 15 '24 Option Exercise 0.00 15,577 0 93,229 Mar 19 02:58 PM Richardson Brian J Sr EVP & CFO Mar 08 '24 Sale 20.24 1 13 12,385 Mar 11 12:55 PM Paquin Natalye Director Feb 01 '24 Buy 20.96 725 15,193 19,892 Feb 01 01:55 PM Beebe Joseph P Director Jan 31 '24 Option Exercise 0.00 1,162 0 9,110 Feb 02 04:42 PM AICHELE WILLIAM S Director Jan 31 '24 Option Exercise 0.00 1,162 0 143,949 Feb 02 04:43 PM Paquin Natalye Director Jan 31 '24 Option Exercise 0.00 1,162 0 21,054 Feb 02 04:49 PM Keenan Suzanne Director Jan 31 '24 Option Exercise 0.00 1,162 0 13,019 Feb 02 04:47 PM Benning Todd S Director Jan 31 '24 Option Exercise 0.00 1,162 0 13,071 Feb 02 04:45 PM Zimmerman Charles H Director Jan 31 '24 Option Exercise 0.00 1,162 0 13,715 Feb 02 04:57 PM Wonderling Robert C Director Jan 31 '24 Option Exercise 0.00 1,162 0 15,834 Feb 02 04:56 PM PETRO THOMAS M Director Jan 31 '24 Option Exercise 0.00 1,162 0 57,411 Feb 02 04:51 PM Turner Michael L. Director Jan 31 '24 Option Exercise 0.00 1,162 0 28,711 Feb 02 04:54 PM SCHWEITZER JEFFREY M Chairman, President & CEO Jan 30 '24 Option Exercise 18.75 955 17,906 78,607 Feb 01 01:57 PM SCHWEITZER JEFFREY M Chairman, President & CEO Jan 30 '24 Sale 22.05 955 21,053 77,652 Feb 01 01:57 PM SCHWEITZER JEFFREY M President & CEO Nov 28 '23 Sale 18.46 1 13 77,652 Nov 29 04:13 PM Paquin Natalye Director Nov 01 '23 Buy 16.48 890 14,667 19,090 Nov 01 11:39 AM Paquin Natalye Director Jul 31 '23 Buy 19.45 760 14,782 18,127 Jul 31 02:44 PM
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