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STEP StepStone Group Inc. daily Stock Chart
STEP [NASD]
StepStone Group Inc.
Index- P/E53.64 EPS (ttm)0.50 Insider Own1.50% Shs Outstand96.42M Perf Week1.14%
Market Cap2.56B Forward P/E42.82 EPS next Y0.62 Insider Trans0.00% Shs Float26.61M Perf Month5.52%
Income46.90M PEG- EPS next Q0.17 Inst Own46.10% Short Float3.22% Perf Quarter-
Sales285.60M P/S8.96 EPS this Y143.40% Inst Trans43.55% Short Ratio1.19 Perf Half Y-
Book/sh- P/B- EPS next Y- ROA- Target Price26.50 Perf Year-
Cash/sh0.94 P/C28.22 EPS next 5Y- ROE- 52W Range22.72 - 28.27 Perf YTD6.20%
Dividend- P/FCF- EPS past 5Y- ROI40.90% 52W High-6.08% Beta-
Dividend %- Quick Ratio- Sales past 5Y- Gross Margin66.70% 52W Low16.86% ATR1.50
Employees526 Current Ratio- Sales Q/Q- Oper. Margin- RSI (14)- Volatility4.57% 5.27%
OptionableYes Debt/Eq1.06 EPS Q/Q-298.00% Profit Margin16.40% Rel Volume0.52 Prev Close27.00
ShortableYes LT Debt/Eq1.06 Earnings- Payout0.00% Avg Volume723.37K Price26.55
Recom3.00 SMA201.92% SMA502.70% SMA2002.70% Volume373,199 Change-1.67%
Oct-12-20Initiated UBS Buy $30
Oct-12-20Initiated Morgan Stanley Overweight
Oct-12-20Initiated JP Morgan Neutral
Oct-12-20Initiated Goldman Neutral $26
Oct-12-20Initiated Barclays Equal Weight
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StepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, and buyout investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, consumer staples , financials, telecommunication services, energy, infrastructure, real estate, and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. It typically invests between $15 million and $200 million in firms with enterprise value between $150 million and $25000 million. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and International funds. It also seeks to make co-investments and follow on investments and considers partial interests in funds. StepStone Group LP was founded in 2007 and is based in New York, New York with additional offices across North America, Europe, Australia, and Asia.
VST Vistra Corp. daily Stock Chart
VST [NYSE]
Vistra Corp.
Index- P/E17.15 EPS (ttm)1.12 Insider Own0.30% Shs Outstand488.68M Perf Week1.37%
Market Cap9.32B Forward P/E9.97 EPS next Y1.93 Insider Trans57.63% Shs Float487.50M Perf Month7.17%
Income569.00M PEG2.38 EPS next Q0.77 Inst Own95.80% Short Float1.58% Perf Quarter5.93%
Sales11.42B P/S0.82 EPS this Y14.00% Inst Trans0.19% Short Ratio2.27 Perf Half Y1.74%
Book/sh16.49 P/B1.17 EPS next Y-9.59% ROA2.10% Target Price29.55 Perf Year-28.57%
Cash/sh0.79 P/C24.39 EPS next 5Y7.20% ROE7.20% 52W Range11.30 - 27.96 Perf YTD-16.14%
Dividend0.54 P/FCF4.14 EPS past 5Y16.30% ROI9.00% 52W High-31.04% Beta0.92
Dividend %2.80% Quick Ratio0.80 Sales past 5Y14.60% Gross Margin- 52W Low70.62% ATR0.51
Employees1690 Current Ratio0.90 Sales Q/Q-11.40% Oper. Margin13.40% RSI (14)62.04 Volatility2.19% 2.91%
OptionableYes Debt/Eq1.33 EPS Q/Q-51.80% Profit Margin5.00% Rel Volume0.48 Prev Close19.06
ShortableYes LT Debt/Eq1.16 EarningsNov 04 BMO Payout45.80% Avg Volume3.39M Price19.28
Recom1.70 SMA204.95% SMA503.66% SMA2000.56% Volume1,619,891 Change1.15%
Jun-09-20Upgrade Seaport Global Securities Neutral → Buy $24
May-20-20Initiated Seaport Global Securities Neutral
Feb-25-20Initiated Vertical Research Buy $36
Feb-20-20Initiated BMO Capital Markets Outperform $37
Nov-07-19Upgrade BofA/Merrill Neutral → Buy $31
May-08-19Downgrade BofA/Merrill Buy → Neutral
May-06-19Upgrade Credit Suisse Neutral → Outperform $26 → $32
Mar-25-19Resumed Morgan Stanley Overweight $35
Oct-25-18Upgrade SunTrust Hold → Buy
May-01-18Resumed Citigroup Buy $27
Apr-27-18Resumed Credit Suisse Neutral $23
Mar-28-18Initiated Macquarie Outperform
Feb-23-18Initiated UBS Neutral $21
Oct-24-17Initiated BofA/Merrill Buy $22
Oct-20-17Initiated Evercore ISI Outperform $21.50
Oct-10-17Initiated SunTrust Hold $18
Sep-28-17Initiated Citigroup Buy $22
Sep-20-17Initiated Credit Suisse Outperform $20
Sep-05-17Initiated Guggenheim Buy $20
Jun-26-17Initiated Tudor Pickering Buy $21
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Vistra Corp., through its subsidiaries, engages in the electricity business in the United States. It operates through Retail, ERCOT, PJM, NY/NE, MISO, and Asset Closure segments. The company retails electricity and natural gas to residential, commercial and industrial customers across 20 states in the United States. It is also involved in the electricity generation, wholesale energy sales and purchases, commodity risk management, fuel production, and fuel logistics management activities. The company serves approximately 4.6 million residential, commercial, and industrial customers. It has a production capacity of approximately 38,500 megawatts with a portfolio of natural gas, nuclear, coal, solar, and battery energy storage facilities. The company was formerly known as Vistra Energy Corp. and changed its name to Vistra Corp. in July 2020. Vistra Corp. was founded in 1882 and is based in Irving, Texas.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
HELM SCOTT BDirectorSep 08Buy18.1920,000363,760190,377Sep 10 08:15 PM
Acosta ArciliaDirectorJun 22Buy19.5810,000195,80021,001Jun 24 06:11 PM
Oaktree Capital Group HoldingsMar 18Buy12.36500,0006,181,40030,278,055Sep 21 05:36 PM
KREF KKR Real Estate Finance Trust Inc. daily Stock Chart
KREF [NYSE]
KKR Real Estate Finance Trust Inc.
Index- P/E22.58 EPS (ttm)0.74 Insider Own0.90% Shs Outstand55.49M Perf Week-2.72%
Market Cap978.78M Forward P/E10.29 EPS next Y1.63 Insider Trans-35.73% Shs Float36.84M Perf Month1.70%
Income41.80M PEG1.31 EPS next Q0.44 Inst Own92.20% Short Float5.52% Perf Quarter3.01%
Sales288.00M P/S3.40 EPS this Y-0.60% Inst Trans0.06% Short Ratio9.69 Perf Half Y16.53%
Book/sh18.57 P/B0.90 EPS next Y-6.48% ROA0.80% Target Price19.00 Perf Year-15.04%
Cash/sh2.18 P/C7.69 EPS next 5Y17.30% ROE3.90% 52W Range6.84 - 22.03 Perf YTD-17.83%
Dividend1.72 P/FCF150.58 EPS past 5Y15.75% ROI1.80% 52W High-23.83% Beta0.72
Dividend %10.25% Quick Ratio- Sales past 5Y- Gross Margin45.60% 52W Low145.32% ATR0.51
Employees- Current Ratio- Sales Q/Q7.60% Oper. Margin15.00% RSI (14)46.15 Volatility2.47% 2.80%
OptionableNo Debt/Eq4.04 EPS Q/Q70.40% Profit Margin14.50% Rel Volume0.44 Prev Close16.48
ShortableYes LT Debt/Eq4.04 EarningsOct 26 AMC Payout231.00% Avg Volume209.84K Price16.78
Recom2.50 SMA20-0.66% SMA50-4.03% SMA200-2.38% Volume91,465 Change1.82%
Sep-17-20Downgrade Citigroup Buy → Neutral $17 → $18
Mar-26-20Upgrade Citigroup Neutral → Buy
Dec-02-19Initiated Compass Point Neutral
Mar-25-19Downgrade JMP Securities Mkt Outperform → Mkt Perform
Jan-16-19Upgrade JP Morgan Underweight → Neutral
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KKR Real Estate Finance Trust Inc., a mortgage real estate investment trust, focuses primarily on originating and acquiring senior loans secured by commercial real estate (CRE) assets. The company engages in the origination and purchase of credit investments related to CRE, including leveraged and unleveraged commercial mortgage loans, and commercial mortgage-backed securities. It has elected to be taxed as a real estate investment trust and would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2014 and is headquartered in New York, New York.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Tactical Value SPN-KREF Holdin10% OwnerSep 16Sale18.5694,2001,748,3521,858,356Sep 18 06:11 PM
KKR Group Partnership L.P.10% OwnerSep 16Sale18.5694,2001,748,3521,858,356Sep 18 06:09 PM
Tactical Value SPN-KREF Holdin10% OwnerSep 10Sale18.512,62348,5521,952,556Sep 10 06:49 PM
KKR Group Partnership L.P.10% OwnerSep 10Sale18.512,62348,5521,952,556Sep 10 06:48 PM
KKR Group Partnership L.P.10% OwnerSep 09Sale18.5116,690308,9321,955,179Sep 10 06:48 PM
Tactical Value SPN-KREF Holdin10% OwnerSep 09Sale18.5116,690308,9321,955,179Sep 10 06:49 PM
Tactical Value SPN-KREF Holdin10% OwnerSep 08Sale18.5116,090297,8261,971,869Sep 10 06:49 PM
KKR Group Partnership L.P.10% OwnerSep 08Sale18.5116,090297,8261,971,869Sep 10 06:48 PM
KKR Group Partnership L.P.10% OwnerSep 01Sale18.5020,657382,1551,987,959Sep 03 06:27 PM
Tactical Value SPN-KREF Holdin10% OwnerSep 01Sale18.5020,657382,1551,987,959Sep 03 06:19 PM
Lee Christen E.J.DirectorMay 01Buy15.4573011,2793,730May 05 04:34 PM
Lee Christen E.J.DirectorMay 01Buy15.277,920120,932226,411May 05 04:34 PM
MORN Morningstar, Inc. daily Stock Chart
MORN [NASD]
Morningstar, Inc.
Index- P/E53.67 EPS (ttm)3.44 Insider Own46.60% Shs Outstand42.90M Perf Week0.07%
Market Cap7.90B Forward P/E- EPS next Y- Insider Trans-3.75% Shs Float22.50M Perf Month20.63%
Income148.80M PEG3.35 EPS next Q- Inst Own49.00% Short Float0.69% Perf Quarter14.02%
Sales1.30B P/S6.08 EPS this Y-16.20% Inst Trans0.63% Short Ratio1.73 Perf Half Y30.12%
Book/sh25.34 P/B7.28 EPS next Y- ROA6.40% Target Price- Perf Year26.60%
Cash/sh8.96 P/C20.61 EPS next 5Y16.00% ROE14.00% 52W Range102.59 - 188.70 Perf YTD21.97%
Dividend1.20 P/FCF32.93 EPS past 5Y15.10% ROI9.00% 52W High-2.19% Beta1.18
Dividend %0.65% Quick Ratio1.30 Sales past 5Y9.20% Gross Margin58.50% 52W Low79.90% ATR3.73
Employees6914 Current Ratio1.30 Sales Q/Q19.70% Oper. Margin15.00% RSI (14)72.95 Volatility1.99% 2.16%
OptionableYes Debt/Eq0.45 EPS Q/Q14.20% Profit Margin11.50% Rel Volume0.57 Prev Close184.00
ShortableYes LT Debt/Eq0.44 EarningsOct 28 AMC Payout33.40% Avg Volume89.94K Price184.56
Recom- SMA206.35% SMA5012.26% SMA20022.78% Volume51,393 Change0.30%
Oct-31-08Downgrade Keefe Bruyette Outperform → Mkt Perform $67 → $40
May-02-08Upgrade Keefe Bruyette Mkt Perform → Outperform
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Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, Canada, Asia, the United Kingdom, and internationally. It offers web-based tools; investment data, fundamental equity research, manager research, credit ratings, and private capital markets research services; and investment offerings, including managed investment products, publicly listed companies, fixed income securities, private capital markets, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. The company offers Morningstar Data, an investment data spanning various investment databases, including equity fundamentals, managed investments, and real-time pricing and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker-dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research and proposal generation platform; and Morningstar.com, a Website for individual investors. It also provides Morningstar Enterprise Components; Morningstar Credit Ratings that provides new issue and surveillance ratings for structured finance securities; operational risk assessment services, deal monitoring, and corporate credit estimation; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. In addition, the company's PitchBook offers a mobile application, excel plug-in, data feeds, and data solutions. Morningstar, Inc. was founded in 1984 and is headquartered in Chicago, Illinois.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Mansueto Joseph DExecutive ChairmanOct 06Sale165.02652107,59419,702,430Oct 08 03:47 PM
Mansueto Joseph DExecutive ChairmanOct 05Sale163.6412,7832,091,80419,703,082Oct 06 02:17 PM
Mansueto Joseph DExecutive ChairmanOct 02Sale163.6417,3372,836,98219,715,865Oct 06 02:17 PM
Mansueto Joseph DExecutive ChairmanOct 01Sale161.2017,8242,873,23719,733,202Oct 02 01:04 PM
Mansueto Joseph DExecutive ChairmanSep 30Sale160.3412,7562,045,28719,751,026Oct 02 01:04 PM
Mansueto Joseph DExecutive ChairmanSep 29Sale159.649,6361,538,29319,763,782Sep 30 03:14 PM
Mansueto Joseph DExecutive ChairmanSep 28Sale158.2111,3011,787,88519,773,418Sep 30 03:14 PM
Mansueto Joseph DExecutive ChairmanSep 25Sale154.0412,6821,953,54219,784,719Sep 28 01:23 PM
Mansueto Joseph DExecutive ChairmanSep 24Sale153.1419,8363,037,71719,797,401Sep 28 01:23 PM
Mansueto Joseph DExecutive ChairmanSep 23Sale155.149,2161,429,81219,817,237Sep 24 04:06 PM
Mansueto Joseph DExecutive ChairmanSep 22Sale154.6413,2262,045,26219,826,453Sep 24 04:06 PM
Mansueto Joseph DExecutive ChairmanSep 21Sale156.102,102328,11419,839,679Sep 22 01:58 PM
Mansueto Joseph DExecutive ChairmanSep 18Sale157.998,8991,405,99319,841,781Sep 22 01:58 PM
Mansueto Joseph DExecutive ChairmanSep 17Sale158.663,131496,76319,850,680Sep 18 02:23 PM
Mansueto Joseph DExecutive ChairmanSep 16Sale161.929,0821,470,54519,853,811Sep 18 02:23 PM
Mansueto Joseph DExecutive ChairmanSep 15Sale161.418,7401,410,74819,862,893Sep 18 02:09 PM
Mansueto Joseph DExecutive ChairmanSep 14Sale158.4312,1121,918,87319,871,633Sep 15 03:50 PM
Mansueto Joseph DExecutive ChairmanSep 11Sale157.958,9971,421,08819,883,745Sep 15 03:50 PM
Mansueto Joseph DExecutive ChairmanSep 10Sale159.568,4981,355,92719,892,742Sep 11 01:40 PM
Mansueto Joseph DExecutive ChairmanSep 09Sale159.489,6841,544,43219,901,240Sep 11 01:40 PM
Mansueto Joseph DExecutive ChairmanSep 08Sale156.702,815441,11719,910,924Sep 09 05:51 PM
Mansueto Joseph DExecutive ChairmanSep 04Sale158.722,250357,12719,913,739Sep 09 05:51 PM
Mansueto Joseph DExecutive ChairmanSep 03Sale162.9939564,38119,915,989Sep 04 01:13 PM
Mansueto Joseph DExecutive ChairmanSep 02Sale164.1711,3731,867,06219,916,384Sep 04 01:13 PM
Mansueto Joseph DExecutive ChairmanSep 01Sale164.0018,3043,001,87819,927,757Sep 02 12:00 PM
Mansueto Joseph DExecutive ChairmanAug 31Sale161.064,498724,45419,946,061Sep 02 12:00 PM
Mansueto Joseph DExecutive ChairmanAug 28Sale161.748,3261,346,63119,950,559Aug 31 09:27 AM
Mansueto Joseph DExecutive ChairmanAug 27Sale162.5310,4831,703,81819,958,885Aug 31 09:27 AM
Mansueto Joseph DExecutive ChairmanAug 26Sale161.0210,2601,652,06019,969,368Aug 27 11:10 AM
Mansueto Joseph DExecutive ChairmanAug 25Sale157.739,5481,506,02119,979,628Aug 27 11:10 AM
Mansueto Joseph DExecutive ChairmanAug 24Sale156.388,3711,309,04519,989,176Aug 25 10:44 AM
Mansueto Joseph DExecutive ChairmanAug 21Sale157.249,0841,428,36519,997,547Aug 25 10:44 AM
Mansueto Joseph DExecutive ChairmanAug 20Sale157.978,0461,271,04520,006,631Aug 21 12:11 PM
Mansueto Joseph DExecutive ChairmanAug 19Sale156.9710,5661,658,55920,014,677Aug 21 12:11 PM
Mansueto Joseph DExecutive ChairmanAug 18Sale156.9710,7041,680,25320,025,243Aug 19 05:26 PM
Mansueto Joseph DExecutive ChairmanAug 17Sale157.259,1301,435,67420,035,947Aug 19 05:26 PM
Mansueto Joseph DExecutive ChairmanAug 14Sale157.708,4581,333,85320,045,077Aug 17 12:50 PM
Mansueto Joseph DExecutive ChairmanAug 13Sale158.738,9881,426,70620,053,535Aug 17 12:50 PM
Mansueto Joseph DExecutive ChairmanAug 12Sale159.398,3581,332,22320,062,523Aug 13 06:40 PM
Mansueto Joseph DExecutive ChairmanAug 11Sale159.0310,0921,604,94020,070,881Aug 13 06:40 PM
Mansueto Joseph DExecutive ChairmanAug 10Sale159.8812319,66620,080,973Aug 11 06:50 PM
Mansueto Joseph DExecutive ChairmanAug 07Sale162.49679110,32920,081,096Aug 11 06:50 PM
Mansueto Joseph DExecutive ChairmanAug 06Sale161.8810,1821,648,30020,081,775Aug 07 01:01 PM
Mansueto Joseph DExecutive ChairmanAug 05Sale163.286,7421,100,83020,091,957Aug 07 01:01 PM
Mansueto Joseph DExecutive ChairmanAug 04Sale165.2732653,87720,098,699Aug 05 06:35 PM
Desmond BevinHead of Talent and CultureAug 03Option Exercise57.287,000400,96041,434Aug 05 06:38 PM
Desmond BevinHead of Talent and CultureAug 03Sale166.827,0001,167,71834,434Aug 05 06:38 PM
Mansueto Joseph DExecutive ChairmanAug 03Sale167.873,405571,58220,099,025Aug 05 06:35 PM
Mansueto Joseph DExecutive ChairmanJul 01Sale145.145,218757,35020,102,430Jul 06 05:01 PM
Mansueto Joseph DExecutive ChairmanJun 30Sale140.5616,2672,286,42420,107,648Jul 01 03:54 PM
Mansueto Joseph DExecutive ChairmanJun 29Sale143.075,214745,96820,123,915Jul 01 03:54 PM
Mansueto Joseph DExecutive ChairmanJun 23Sale149.633,142470,13720,160,601Jun 24 04:59 PM
Mansueto Joseph DExecutive ChairmanJun 22Sale150.782,803422,64920,163,743Jun 24 04:59 PM
Mansueto Joseph DExecutive ChairmanJun 19Sale150.9910,3221,558,51520,166,546Jun 22 06:15 PM
Mansueto Joseph DExecutive ChairmanJun 18Sale150.1610,0851,514,38320,176,868Jun 22 06:15 PM
Mansueto Joseph DExecutive ChairmanJun 17Sale151.9012,4321,888,37520,186,953Jun 18 05:24 PM
Mansueto Joseph DExecutive ChairmanJun 16Sale148.259,9221,470,91420,199,385Jun 18 05:24 PM
Mansueto Joseph DExecutive ChairmanJun 15Sale146.3510,3301,511,80220,209,307Jun 16 03:24 PM
Mansueto Joseph DExecutive ChairmanJun 12Sale143.9510,3801,494,25120,219,637Jun 16 03:24 PM
Mansueto Joseph DExecutive ChairmanJun 09Sale153.0811,1831,711,87620,230,153Jun 10 02:25 PM
Mansueto Joseph DExecutive ChairmanJun 08Sale151.8211,5001,745,91720,241,336Jun 10 02:25 PM
Mansueto Joseph DExecutive ChairmanJun 05Sale150.0910,5291,580,32720,252,836Jun 08 01:57 PM
Mansueto Joseph DExecutive ChairmanJun 04Sale153.12847129,69020,263,365Jun 08 01:57 PM
Mansueto Joseph DExecutive ChairmanJun 03Sale152.869,9351,518,67220,264,212Jun 04 04:20 PM
Mansueto Joseph DExecutive ChairmanJun 02Sale153.111,398214,05120,274,147Jun 04 04:20 PM
Mansueto Joseph DExecutive ChairmanJun 01Sale153.6811,0351,695,86620,275,545Jun 02 05:07 PM
Mansueto Joseph DExecutive ChairmanMay 29Sale151.3413,0791,979,37020,286,580Jun 02 05:07 PM
Mansueto Joseph DExecutive ChairmanMay 28Sale149.9517,2542,587,17920,299,659May 29 05:20 PM
Mansueto Joseph DExecutive ChairmanMay 27Sale143.0711,0031,574,23620,316,913May 29 05:20 PM
Mansueto Joseph DExecutive ChairmanMay 26Sale140.6929,0004,080,08620,327,916May 27 05:02 PM
Mansueto Joseph DExecutive ChairmanMay 22Sale141.684,426627,07420,356,916May 27 05:02 PM
Mansueto Joseph DExecutive ChairmanMay 21Sale141.8410,0091,419,67220,361,342May 22 03:08 PM
Mansueto Joseph DExecutive ChairmanMay 20Sale141.8813,0551,852,29820,371,351May 22 03:08 PM
Mansueto Joseph DExecutive ChairmanMay 19Sale143.2212,5671,799,87520,384,406May 20 03:56 PM
Dunn Daniel JosephChief Revenue OfficerMay 18Option Exercise0.001,38407,768May 20 05:27 PM
Kapoor KunalCEOMay 18Option Exercise0.007,188096,478May 20 05:22 PM
Desmond BevinHead of Talent and CultureMay 18Option Exercise0.001,384034,489May 20 05:19 PM
TSAY CAROLINE JDirectorMay 18Sale144.51964139,3085,854May 19 05:19 PM
Mansueto Joseph DExecutive ChairmanMay 18Sale144.501,286185,82420,396,973May 20 03:56 PM
Mansueto Joseph DExecutive ChairmanMay 15Sale146.3614,8332,170,99820,398,259May 18 03:31 PM
Mansueto Joseph DExecutive ChairmanMay 14Sale144.597,9071,143,25820,413,092May 18 03:31 PM
Mansueto Joseph DExecutive ChairmanMay 13Sale145.1416,8392,443,94520,420,999May 14 03:53 PM
Mansueto Joseph DExecutive ChairmanMay 12Sale146.1312,1691,778,28820,437,838May 14 03:53 PM
Mansueto Joseph DExecutive ChairmanMay 11Sale144.719,5201,377,65320,450,007May 12 04:42 PM
Mansueto Joseph DExecutive ChairmanMay 08Sale144.0311,0241,587,78820,459,527May 12 04:42 PM
Mansueto Joseph DExecutive ChairmanMay 07Sale145.825,059737,72820,470,551May 08 03:46 PM
Mansueto Joseph DExecutive ChairmanMay 06Sale146.969,1281,341,46420,475,610May 08 03:46 PM
Mansueto Joseph DExecutive ChairmanMay 05Sale148.7816,3252,428,83720,484,738May 06 05:28 PM
Mansueto Joseph DExecutive ChairmanMay 04Sale150.821,367206,16720,501,063May 06 05:28 PM
FRANCIS CHERYL ADirectorMay 01Sale151.83874132,69932,458May 05 06:55 PM
Mansueto Joseph DExecutive ChairmanApr 13Sale124.072,371294,16720,502,430Apr 14 12:28 PM
Mansueto Joseph DExecutive ChairmanApr 09Sale123.1612,3881,525,65420,504,801Apr 10 01:39 PM
Mansueto Joseph DExecutive ChairmanApr 08Sale121.9611,7981,438,92120,517,189Apr 10 01:39 PM
Mansueto Joseph DExecutive ChairmanApr 07Sale120.0313,3331,600,32920,528,987Apr 08 01:59 PM
Mansueto Joseph DExecutive ChairmanApr 06Sale114.1015,5741,776,93720,542,320Apr 08 01:59 PM
Mansueto Joseph DExecutive ChairmanApr 03Sale112.031,116125,02920,557,894Apr 06 12:51 PM
Mansueto Joseph DExecutive ChairmanApr 02Sale115.441,832211,48020,559,010Apr 06 12:51 PM
Mansueto Joseph DExecutive ChairmanApr 01Sale115.6110,7251,239,94320,560,842Apr 02 11:14 AM
Mansueto Joseph DExecutive ChairmanMar 31Sale116.7310,6161,239,15920,571,567Apr 02 11:14 AM
Mansueto Joseph DExecutive ChairmanMar 30Sale117.0210,9281,278,81520,582,183Mar 31 03:20 PM
MRUS Merus N.V. daily Stock Chart
MRUS [NASD]
Merus N.V.
Index- P/E- EPS (ttm)-2.59 Insider Own0.40% Shs Outstand29.03M Perf Week0.08%
Market Cap377.56M Forward P/E- EPS next Y-2.40 Insider Trans- Shs Float25.43M Perf Month11.72%
Income-69.10M PEG- EPS next Q-0.56 Inst Own79.20% Short Float0.94% Perf Quarter-4.04%
Sales28.50M P/S13.25 EPS this Y-79.30% Inst Trans1.12% Short Ratio3.44 Perf Half Y-24.77%
Book/sh3.45 P/B3.79 EPS next Y-1.30% ROA- Target Price19.50 Perf Year-18.37%
Cash/sh6.83 P/C1.91 EPS next 5Y- ROE- 52W Range10.18 - 20.64 Perf YTD-7.24%
Dividend- P/FCF- EPS past 5Y-13.20% ROI-44.80% 52W High-36.72% Beta0.56
Dividend %- Quick Ratio5.50 Sales past 5Y88.60% Gross Margin- 52W Low28.29% ATR0.56
Employees87 Current Ratio5.50 Sales Q/Q-4.70% Oper. Margin- RSI (14)57.02 Volatility3.27% 3.90%
OptionableNo Debt/Eq0.00 EPS Q/Q-8.30% Profit Margin- Rel Volume0.21 Prev Close12.99
ShortableYes LT Debt/Eq0.00 Earnings- Payout- Avg Volume69.17K Price13.06
Recom1.70 SMA202.94% SMA506.74% SMA200-8.51% Volume14,761 Change0.54%
Jun-26-20Initiated H.C. Wainwright Buy $23
May-27-20Downgrade RBC Capital Mkts Outperform → Sector Perform $16
Nov-20-19Resumed Guggenheim Buy
Jun-28-19Initiated ROTH Capital Buy $20
Apr-12-19Resumed Guggenheim Buy
Apr-03-19Upgrade RBC Capital Mkts Sector Perform → Outperform
Mar-27-19Initiated Berenberg Buy $35
Jan-02-18Downgrade RBC Capital Mkts Outperform → Sector Perform
Sep-15-17Initiated RBC Capital Mkts Outperform $28
Mar-21-17Downgrade Citigroup Buy → Neutral
Dec-22-16Upgrade Citigroup Neutral → Buy
Nov-07-16Downgrade Citigroup Buy → Neutral
Jun-13-16Initiated Wedbush Outperform $14
Jun-13-16Initiated Guggenheim Buy
Jun-13-16Initiated Citigroup Buy
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Merus N.V., a clinical-stage immuno-oncology company, engages in developing bispecific antibody therapeutics. Its bispecific antibody candidate pipeline includes MCLA-128, which is in a Phase II clinical trial for the treatment of patients with metastatic breast cancer; and Phase I/II clinical trial for the treatment of gastric and non-small cell lung cancers. The company is also developing MCLA-117 that is in Phase I clinical trial for the treatment of patients with acute myeloid leukemia; and MCLA-158, which is in a Phase I clinical trial for the treatment of solid tumors with an initial focus on colorectal cancer. In addition, its research and development stage bispecific antibody candidates include MCLA-129, which is being developed in collaboration with Betta Pharmaceuticals Co. Ltd; MCLA-145, which is being developed in collaboration with Incyte Corporation; and clinical programs to explore new potential combination therapies or indication. Merus has collaboration with Caris Life Sciences to detect NRG1 fusions in cancer patients. The company was founded in 2003 and is headquartered in Utrecht, the Netherlands.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Bakker LexSVP, Chief Development OfficerOct 01Option Exercise0.0010804,855Oct 05 04:00 PM
Liu HuiEVP, CBO & Head of Merus USOct 01Option Exercise0.00582056,189Oct 05 04:00 PM
de Kruif JohnSVP & Chief Technology OfficerOct 01Option Exercise0.0079012,281Oct 05 04:00 PM
BVF PARTNERS L P/IL10% OwnerSep 15Buy11.75146,7541,724,3602,940,553Sep 17 07:42 PM
BVF PARTNERS L P/IL10% OwnerSep 10Buy11.10189,6512,104,7852,862,802Sep 14 08:14 PM
BVF PARTNERS L P/IL10% OwnerSep 03Buy11.17201,9062,255,2902,762,341Sep 08 07:08 PM
de Kruif JohnSVP & Chief Technology OfficerSep 01Option Exercise0.0079012,202Sep 03 04:00 PM
Bakker LexSVP, Chief Development OfficerSep 01Option Exercise0.0010804,747Sep 03 04:00 PM
Liu HuiEVP, CBO & Head of Merus USSep 01Option Exercise0.00582055,607Sep 03 04:00 PM
Liu HuiEVP, CBO & Head of Merus USAug 03Option Exercise0.00582055,025Aug 05 04:00 PM
Bakker LexSVP, Chief Development OfficerAug 03Option Exercise0.0010804,639Aug 05 04:00 PM
de Kruif JohnSVP & Chief Technology OfficerAug 03Option Exercise0.0079012,123Aug 05 04:00 PM
Throsby MarkEVP & Chief Scientific OfficerJul 07Sale15.463685,68945,515Jul 09 04:00 PM
Liu HuiEVP, CBO & Head of Merus USJul 01Option Exercise0.00582054,443Jul 06 04:05 PM
Throsby MarkEVP & Chief Scientific OfficerJul 01Option Exercise0.00708045,883Jul 06 04:00 PM
Bakker LexSVP, Chief Development OfficerJul 01Option Exercise0.0010804,531Jul 06 04:00 PM
de Kruif JohnSVP & Chief Technology OfficerJul 01Option Exercise0.0079012,044Jul 06 04:15 PM
BVF PARTNERS L P/IL10% OwnerJun 08Buy15.2087,2541,326,2612,657,514Jun 10 07:03 PM
Throsby MarkEVP & Chief Scientific OfficerJun 02Sale14.193685,22245,175Jun 04 04:00 PM
Liu HuiEVP, CBO & Head of Merus USJun 01Option Exercise0.00582053,861Jun 03 04:00 PM
Bakker LexSVP, Chief Development OfficerJun 01Option Exercise0.0010804,423Jun 03 04:00 PM
Throsby MarkEVP & Chief Scientific OfficerJun 01Option Exercise0.00708045,543Jun 03 04:00 PM
de Kruif JohnSVP & Chief Technology OfficerJun 01Option Exercise0.0079011,965Jun 03 04:00 PM
BVF PARTNERS L P/IL10% OwnerJun 01Buy14.001,462,51020,475,1402,610,548Jun 03 06:17 PM
Throsby MarkEVP & Chief Scientific OfficerMay 06Sale14.543685,35144,835May 11 08:00 AM
Liu HuiEVP, CBO & Head of Merus USMay 01Option Exercise0.00582053,279May 05 04:00 PM
de Kruif JohnSVP & Chief Technology OfficerMay 01Option Exercise0.0079011,886May 05 04:00 PM
Bakker LexSVP, Chief Development OfficerMay 01Option Exercise0.0010804,315May 05 04:00 PM
Throsby MarkEVP & Chief Scientific OfficerMay 01Option Exercise0.00708045,203May 05 04:00 PM
Throsby MarkEVP & Chief Scientific OfficerApr 02Sale10.933684,02244,495Apr 06 04:00 PM
Liu HuiEVP, CBO & Head of Merus USApr 01Option Exercise0.00582052,697Apr 03 04:00 PM
Throsby MarkEVP & Chief Scientific OfficerApr 01Option Exercise0.00708044,863Apr 03 04:00 PM
Bakker LexSVP, Chief Development OfficerApr 01Option Exercise0.0010804,207Apr 03 04:00 PM
de Kruif JohnSVP & Chief Technology OfficerApr 01Option Exercise0.0079011,807Apr 03 04:00 PM
Throsby MarkEVP & Chief Scientific OfficerMar 04Sale18.103686,66144,155Mar 10 05:00 PM
Liu HuiEVP, CBO & Head of Merus USMar 02Option Exercise0.00582052,115Mar 04 05:00 PM
de Kruif JohnSVP & Chief Technology OfficerMar 02Option Exercise0.0079011,728Mar 04 05:00 PM
Throsby MarkEVP & Chief Scientific OfficerMar 02Option Exercise0.00708044,523Mar 04 05:00 PM
Bakker LexSVP, Chief Development OfficerMar 02Option Exercise0.0010804,099Mar 04 05:00 PM
Throsby MarkEVP & Chief Scientific OfficerFeb 24Sale17.7457,0881,012,74143,815Feb 26 09:17 PM
de Kruif JohnSVP & Chief Technology OfficerFeb 18Sale18.981,26824,06711,649Feb 20 05:00 PM
Bakker LexSVP, Chief Development OfficerFeb 03Option Exercise0.0010803,991Feb 04 05:00 PM
Throsby MarkEVP & Chief Scientific OfficerFeb 03Option Exercise0.00708013,282Feb 04 05:00 PM
Liu HuiEVP, CBO & Head of Merus USFeb 03Option Exercise0.00582051,533Feb 04 05:00 PM
de Kruif JohnSVP & Chief Technology OfficerFeb 03Option Exercise0.0079010,695Feb 04 05:00 PM
BVF PARTNERS L P/IL10% OwnerJan 16Buy16.15278,7304,501,4901,804,105Jan 21 05:21 PM
BVF PARTNERS L P/IL10% OwnerJan 13Buy14.9883,9621,257,6161,657,663Jan 15 06:32 PM
de Kruif JohnSVP & Chief Technology OfficerJan 02Option Exercise0.0079010,616Jan 06 05:00 PM
Bakker LexSVP, Chief Development OfficerJan 02Option Exercise0.0010803,883Jan 06 05:00 PM
Liu HuiEVP, CBO & Head of Merus USJan 02Option Exercise0.00582050,951Jan 06 05:00 PM
Throsby MarkEVP & Chief Scientific OfficerJan 02Option Exercise0.00708012,574Jan 06 05:00 PM
ARES Ares Management Corporation daily Stock Chart
ARES [NYSE]
Ares Management Corporation
Index- P/E99.18 EPS (ttm)0.45 Insider Own1.50% Shs Outstand133.64M Perf Week0.36%
Market Cap11.45B Forward P/E20.56 EPS next Y2.18 Insider Trans-66.00% Shs Float92.41M Perf Month15.66%
Income66.50M PEG7.28 EPS next Q0.43 Inst Own67.70% Short Float4.86% Perf Quarter13.52%
Sales1.52B P/S7.52 EPS this Y237.40% Inst Trans0.84% Short Ratio7.31 Perf Half Y28.16%
Book/sh4.84 P/B9.26 EPS next Y26.16% ROA0.50% Target Price46.17 Perf Year59.03%
Cash/sh4.50 P/C9.97 EPS next 5Y13.63% ROE12.30% 52W Range20.20 - 45.44 Perf YTD25.61%
Dividend1.60 P/FCF- EPS past 5Y18.00% ROI2.80% 52W High-1.34% Beta1.34
Dividend %3.57% Quick Ratio- Sales past 5Y23.90% Gross Margin99.80% 52W Low121.93% ATR1.02
Employees1200 Current Ratio- Sales Q/Q-30.10% Oper. Margin12.90% RSI (14)69.09 Volatility2.41% 2.39%
OptionableYes Debt/Eq15.53 EPS Q/Q-37.40% Profit Margin4.40% Rel Volume0.50 Prev Close44.38
ShortableYes LT Debt/Eq15.53 EarningsOct 28 BMO Payout250.50% Avg Volume614.23K Price44.83
Recom2.00 SMA205.22% SMA509.51% SMA20020.15% Volume306,696 Change1.01%
May-29-20Upgrade BMO Capital Markets Market Perform → Outperform $40 → $47
Jan-14-20Downgrade Oppenheimer Outperform → Perform
Oct-08-19Initiated BMO Capital Markets Market Perform
Aug-05-19Initiated Barclays Overweight $33
Aug-21-18Upgrade Wells Fargo Market Perform → Outperform
Jun-28-18Initiated Jefferies Buy
May-01-18Initiated Oppenheimer Outperform
Feb-16-18Downgrade Wells Fargo Outperform → Market Perform
Jun-30-17Initiated RBC Capital Mkts Outperform $21
May-11-17Upgrade Credit Suisse Neutral → Outperform
Mar-24-17Upgrade Keefe Bruyette Mkt Perform → Outperform
Mar-10-17Resumed Goldman Neutral $21
Feb-27-17Downgrade Keefe Bruyette Outperform → Mkt Perform
Jan-25-17Initiated Credit Suisse Neutral
Dec-21-16Resumed Wells Fargo Outperform
Aug-10-16Downgrade BofA/Merrill Buy → Neutral
Dec-08-15Upgrade BofA/Merrill Neutral → Buy
Nov-11-15Reiterated RBC Capital Mkts Outperform $22 → $20
Aug-11-15Initiated Goldman Neutral
Jun-03-15Initiated Credit Suisse Neutral $23
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Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors in the tradable and non-investment grade corporate credit markets. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company's Private Equity Group segment focuses on majority or shared-control investments primarily in under-capitalized companies. Its Real Estate Group segment invests in new developments and the repositioning of assets, with a focus on control or majority-control investments; and originates and invests in a range of self-originated financing opportunities for middle-market owners and operators of commercial real estate. The firm was previously known as Ares Management, L.P. Ares Management Corporation was founded in 1997 and is headquartered in Los Angeles, California with additional offices in the United States, Europe and Asia. Ares Management GP LLC is the general partner of the company.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Rosenthal BennettCo-Founder & Co-Chair of PEGOct 23Sale44.471,14350,829525,000Oct 23 08:34 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGOct 23Sale45.0030013,500684,281Oct 23 08:35 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGOct 22Sale44.2124,0811,064,608526,143Oct 23 08:34 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGOct 21Sale44.1624,6771,089,845550,224Oct 21 08:26 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGOct 20Sale44.6228,6231,277,158574,901Oct 21 08:26 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGOct 19Sale45.1115,419695,551684,581Oct 21 08:25 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGOct 19Sale44.7946,4762,081,455603,524Oct 21 08:26 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGOct 02Sale40.8965,1682,664,710700,000Oct 02 06:07 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGOct 01Sale40.43134,8325,451,258765,168Oct 02 06:07 PM
Arougheti Michael JCo-Founder, CEO and PresidentSep 30Sale40.5065,3472,646,554499,999Sep 30 08:33 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGSep 29Sale40.277,895317,932900,000Sep 30 08:32 PM
Arougheti Michael JCo-Founder, CEO and PresidentSep 29Sale40.23108,6484,370,909565,346Sep 30 08:33 PM
Arougheti Michael JCo-Founder, CEO and PresidentSep 28Sale40.5357,1272,315,357673,994Sep 30 08:33 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGSep 28Sale40.5357,0992,314,222907,895Sep 30 08:32 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGSep 25Sale39.2535,0061,373,868964,994Sep 25 08:09 PM
Arougheti Michael JCo-Founder, CEO and PresidentSep 23Sale40.1119,335775,527731,121Sep 25 08:10 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGSep 22Sale38.8815,204591,132650,000Sep 22 09:20 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGSep 21Sale38.8444,7881,739,566209,204Sep 22 09:20 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGSep 18Sale39.7165,0082,581,468334,992Sep 22 09:20 PM
deVeer R. KippHead of Credit GroupSep 15Sale40.177,245291,032743,806Sep 16 06:52 PM
deVeer R. KippHead of Credit GroupSep 14Sale40.5020,000810,000751,051Sep 16 06:52 PM
McFerran Michael REVP, COO & CFOSep 08Sale38.5830,0001,157,400712,228Sep 09 07:07 PM
McFerran Michael REVP, COO & CFOSep 02Option Exercise19.0030,000570,000742,228Sep 03 08:06 PM
deVeer R. KippHead of Credit GroupSep 02Sale41.006,910283,310771,051Sep 02 06:10 PM
McFerran Michael REVP, COO & CFOSep 01Sale40.4030,0001,212,000712,228Sep 03 08:06 PM
deVeer R. KippHead of Credit GroupAug 31Sale40.6024,9771,014,066777,961Sep 02 06:10 PM
McFerran Michael REVP, COO & CFOAug 27Option Exercise19.0030,000570,000742,228Aug 31 08:22 PM
deVeer R. KippHead of Credit GroupAug 10Sale41.4030,3661,257,272802,938Aug 11 08:49 PM
Sagati Aghili NaseemGeneral CounselAug 10Sale42.168,452356,336161,622Aug 11 08:50 PM
Sagati Aghili NaseemGeneral CounselAug 07Option Exercise19.0026,420501,980188,042Aug 11 08:50 PM
deVeer R. KippHead of Credit GroupAug 07Sale41.0140016,404833,304Aug 11 08:49 PM
deVeer R. KippHead of Credit GroupAug 04Sale40.131,59063,807833,704Aug 05 09:10 PM
deVeer R. KippHead of Credit GroupAug 03Sale40.6353,9942,193,776835,294Aug 05 09:10 PM
deVeer R. KippHead of Credit GroupJul 31Sale40.0263725,493889,288Jul 31 06:08 PM
deVeer R. KippHead of Credit GroupJul 30Sale40.069,729389,744889,925Jul 31 06:08 PM
deVeer R. KippHead of Credit GroupJul 29Sale40.3733,4971,352,274899,654Jul 29 08:55 PM
deVeer R. KippHead of Credit GroupJul 27Sale39.406,515256,691933,151Jul 29 08:55 PM
deVeer R. KippHead of Credit GroupJul 24Sale38.8794,0383,655,671939,666Jul 24 07:04 PM
deVeer R. KippHead of Credit GroupJul 23Sale41.098,346342,9371,033,704Jul 24 07:04 PM
deVeer R. KippHead of Credit GroupJul 22Sale41.031,84875,8231,042,050Jul 22 07:59 PM
deVeer R. KippHead of Credit GroupJul 21Sale41.035,665232,4351,043,898Jul 22 07:59 PM
deVeer R. KippHead of Credit GroupJul 20Sale41.1153,3752,194,2461,049,563Jul 22 07:59 PM
deVeer R. KippHead of Credit GroupJul 16Sale40.2336814,8051,102,938Jul 17 07:32 PM
deVeer R. KippHead of Credit GroupJul 15Sale40.2934,4641,388,5551,103,306Jul 15 08:04 PM
deVeer R. KippHead of Credit GroupJul 13Sale40.011,39055,6141,137,770Jul 15 08:04 PM
deVeer R. KippHead of Credit GroupJul 02Sale40.021004,0021,139,160Jul 06 09:14 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanJun 25Sale38.4678,6823,026,1100Jun 29 07:08 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanJun 24Sale38.1174,4902,838,81478,682Jun 24 08:30 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanJun 23Sale39.06304,05511,876,869153,172Jun 24 08:30 PM
deVeer R. KippHead of Credit GroupJun 23Sale40.213,250130,6831,139,260Jun 24 08:27 PM
deVeer R. KippHead of Credit GroupJun 22Sale40.0581,3933,259,7901,142,510Jun 24 08:27 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanJun 22Sale39.85271,38610,815,972457,227Jun 24 08:30 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanJun 19Sale38.96132,2135,151,368728,613Jun 19 06:48 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanJun 18Sale39.1983,5523,274,655860,826Jun 19 06:48 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanJun 17Sale39.0892,8493,628,198944,378Jun 17 08:08 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanJun 16Sale39.1194,5123,696,7871,037,227Jun 17 08:08 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanJun 15Sale38.11207,7607,917,7341,131,739Jun 17 08:08 PM
RESSLER ANTONY PC-Founder & Exec. ChairmanJun 12Sale38.2348,5611,856,4871,339,499Jun 12 05:41 PM
RESSLER ANTONY PC-Founder & Exec. ChairmanJun 11Sale38.1310,939417,1041,388,060Jun 11 09:24 PM
RESSLER ANTONY PC-Founder & Exec. ChairmanJun 10Sale38.85239,9039,320,3301,398,999Jun 11 09:24 PM
RESSLER ANTONY PC-Founder & Exec. ChairmanJun 09Sale39.48106,6484,210,4631,638,902Jun 11 09:24 PM
deVeer R. KippHead of Credit GroupJun 09Sale40.0060024,000873,714Jun 11 09:25 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGJun 08Sale39.9085,8893,426,971400,000Jun 08 08:44 PM
RESSLER ANTONY PC-Founder & Exec. ChairmanJun 08Sale40.01111,5874,464,5961,745,550Jun 08 08:43 PM
deVeer R. KippHead of Credit GroupJun 08Sale40.2151,2152,059,355874,314Jun 08 08:43 PM
deVeer R. KippHead of Credit GroupJun 05Sale40.0127,2201,089,072925,529Jun 08 08:43 PM
RESSLER ANTONY PC-Founder & Exec. ChairmanJun 05Sale39.83173,5746,913,4521,857,137Jun 08 08:43 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGJun 05Sale39.83173,5116,910,943485,889Jun 08 08:44 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGJun 04Sale39.1654,4302,131,479659,400Jun 08 08:44 PM
RESSLER ANTONY PC-Founder & Exec. ChairmanJun 04Sale38.97140,9175,491,2602,030,711Jun 08 08:43 PM
RESSLER ANTONY PC-Founder & Exec. ChairmanJun 03Sale38.98223,7078,720,1712,171,628Jun 03 07:41 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGJun 03Sale39.0586,1703,364,939713,830Jun 03 07:42 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGJun 02Sale38.0468,2682,596,915800,000Jun 03 07:42 PM
RESSLER ANTONY PC-Founder & Exec. ChairmanJun 02Sale38.06103,9653,956,9082,395,335Jun 03 07:41 PM
RESSLER ANTONY PC-Founder & Exec. ChairmanJun 01Sale38.0070026,6002,499,300Jun 03 07:41 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGJun 01Sale37.44113,7224,257,752868,268Jun 03 07:42 PM
Arougheti Michael JCo-Founder, CEO and PresidentJun 01Sale37.4533,1381,241,018499,999Jun 03 07:39 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 29Sale37.35177,6876,636,542533,137May 29 07:58 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGMay 29Sale37.41157,2575,882,984981,990May 29 07:59 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 28Sale36.8054,9922,023,448710,824May 28 07:41 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGMay 28Sale37.1220,432758,4361,139,247May 29 07:59 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGMay 28Sale36.8250,6311,864,108400,000May 29 08:00 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 27Sale36.3967,4382,453,827765,816May 28 07:41 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGMay 27Sale37.1113,203489,9631,159,679May 29 07:59 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGMay 27Sale36.5160,2012,197,891450,631May 29 08:00 PM
BUSH ANTOINETTE COOKDirectorMay 26Buy37.391,34050,1034,145May 28 07:43 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 26Sale36.77101,2663,723,065833,254May 28 07:41 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGMay 26Sale36.7899,1683,647,437510,832May 26 09:01 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGMay 26Sale36.7550,6471,861,3421,172,882May 26 09:01 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGMay 22Sale35.0442,7171,496,8041,223,529May 26 09:01 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 22Sale35.0442,7381,497,540582,833May 26 09:03 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGMay 21Sale34.7956,8281,977,046610,000May 26 09:01 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGMay 21Sale35.0019,700689,5001,266,246May 26 09:01 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 21Sale35.0119,509683,010625,571May 26 09:03 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGMay 20Sale35.028,600301,1721,285,946May 20 08:47 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 20Sale35.028,476296,830645,080May 20 08:46 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGMay 20Sale34.9040,9541,429,295666,828May 20 08:48 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 19Sale35.1115,680550,525653,556May 20 08:46 PM
KAPLAN DAVID BCo-Founder & Co-Chair of PEGMay 19Sale35.1115,747552,8771,294,546May 20 08:47 PM
Rosenthal BennettCo-Founder & Co-Chair of PEGMay 19Sale34.8442,7501,489,598707,782May 20 08:48 PM
AZEK The AZEK Company Inc. daily Stock Chart
AZEK [NYSE]
The AZEK Company Inc.
Index- P/E- EPS (ttm)-0.41 Insider Own36.70% Shs Outstand141.96M Perf Week-2.21%
Market Cap5.60B Forward P/E46.88 EPS next Y0.79 Insider Trans-34.25% Shs Float83.08M Perf Month12.89%
Income-58.80M PEG- EPS next Q0.24 Inst Own- Short Float2.75% Perf Quarter8.93%
Sales850.90M P/S6.58 EPS this Y-399.50% Inst Trans- Short Ratio2.18 Perf Half Y-
Book/sh8.94 P/B4.16 EPS next Y13.75% ROA- Target Price41.50 Perf Year-
Cash/sh1.43 P/C26.02 EPS next 5Y23.00% ROE- 52W Range26.35 - 42.16 Perf YTD37.09%
Dividend- P/FCF383.32 EPS past 5Y- ROI3.90% 52W High-11.72% Beta-
Dividend %- Quick Ratio2.80 Sales past 5Y- Gross Margin32.40% 52W Low41.27% ATR1.19
Employees1540 Current Ratio4.10 Sales Q/Q1.10% Oper. Margin2.70% RSI (14)53.71 Volatility3.51% 3.08%
OptionableYes Debt/Eq0.41 EPS Q/Q- Profit Margin-6.90% Rel Volume0.36 Prev Close36.19
ShortableYes LT Debt/Eq0.41 EarningsAug 13 BMO Payout- Avg Volume1.05M Price37.22
Recom2.00 SMA202.43% SMA501.60% SMA2007.68% Volume374,804 Change2.85%
Oct-14-20Resumed Stifel Buy $42
Sep-30-20Upgrade Goldman Neutral → Buy $39 → $40
Jul-08-20Initiated Citigroup Neutral $33
Jul-07-20Initiated William Blair Outperform
Jul-07-20Initiated SunTrust Buy $38
Jul-07-20Initiated Stifel Buy $36
Jul-07-20Initiated Stephens Equal-Weight $34
Jul-07-20Initiated Robert W. Baird Outperform $37
Jul-07-20Initiated RBC Capital Mkts Outperform $36
Jul-07-20Initiated Jefferies Buy $38
Jul-07-20Initiated Goldman Neutral $35
Jul-07-20Initiated Deutsche Bank Buy $35
Jul-07-20Initiated Credit Suisse Outperform $38
Jul-07-20Initiated BofA Securities Neutral $35
Jul-07-20Initiated Barclays Overweight $37
Jul-07-20Initiated B. Riley FBR Buy $38
Jun-24-20Initiated DA Davidson Neutral $27
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The AZEK Company Inc. engages in manufacturing and selling building products for residential, commercial, and industrial markets in the United States. Its products include trims, decks, porches, moldings, rails, pavers, and bathroom and locker systems, as well as extruded plastic sheet products and other non-fabricated products for special applications in industrial markets. The company was formerly known as CPG Newco LLC and changed its name to The AZEK Company Inc. in June 2020. The AZEK Company Inc. was founded in 2013 and is based in Chicago, Illinois.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
ONTARIO TEACHERS PENSION PLAN DirectorSep 15Sale32.2514,091,817454,496,3286,152,127Sep 15 06:19 PM
Ares Corporate Opportunities FDirectorSep 15Sale33.2514,091,817468,552,91539,221,090Sep 15 05:15 PM
Singh Jesse GCEO and PresidentSep 15Sale33.25276,0009,177,0002,286,417Sep 15 01:40 PM
Hendrickson Gary EDirectorSep 15Sale33.2530,3031,007,575294,776Sep 15 01:39 PM
NICOLETTI RALPH JCFOSep 15Sale33.2545,4691,511,844418,875Sep 15 01:37 PM
Kitchen Dennis MCHROSep 15Sale33.2525,300841,225237,543Sep 15 01:38 PM
BAILEY SALLIE BDirectorSep 15Sale33.256,126203,69057,946Sep 15 01:38 PM
Skelly JonathanSVP Strategy & ExecutionSep 15Sale33.2525,646852,730266,199Sep 15 01:37 PM
Ochoa JoePres. Residential SegmentSep 15Sale33.2564,5022,144,692592,625Sep 15 01:35 PM
VanWinter ScottPres. Commercial SegmentSep 15Sale33.2545,3581,508,154416,872Sep 15 01:35 PM
Jorgensen GregCAOSep 15Sale33.252,99099,41870,326Sep 15 01:33 PM
Gentile BobbySVP OperationsSep 15Sale33.2525,527848,773234,333Sep 15 01:34 PM
Kardish Paul J.Chief Legal OfficerSep 15Sale33.2519,145636,571160,455Sep 15 01:33 PM
AMG Affiliated Managers Group, Inc. daily Stock Chart
AMG [NYSE]
Affiliated Managers Group, Inc.
Index- P/E31.85 EPS (ttm)2.49 Insider Own0.40% Shs Outstand47.20M Perf Week1.38%
Market Cap3.68B Forward P/E6.26 EPS next Y12.68 Insider Trans22.84% Shs Float34.05M Perf Month24.69%
Income123.90M PEG- EPS next Q2.84 Inst Own- Short Float6.65% Perf Quarter11.02%
Sales2.08B P/S1.77 EPS this Y-93.10% Inst Trans0.54% Short Ratio5.83 Perf Half Y19.00%
Book/sh60.48 P/B1.31 EPS next Y6.08% ROA1.60% Target Price77.19 Perf Year3.25%
Cash/sh14.71 P/C5.40 EPS next 5Y-4.19% ROE4.20% 52W Range44.37 - 88.95 Perf YTD-6.30%
Dividend0.04 P/FCF3.92 EPS past 5Y-47.40% ROI14.70% 52W High-10.74% Beta1.49
Dividend %0.05% Quick Ratio- Sales past 5Y-2.30% Gross Margin- 52W Low78.95% ATR2.23
Employees4000 Current Ratio- Sales Q/Q-20.40% Oper. Margin27.90% RSI (14)67.72 Volatility2.36% 2.90%
OptionableYes Debt/Eq0.72 EPS Q/Q-69.30% Profit Margin5.90% Rel Volume0.84 Prev Close79.05
ShortableYes LT Debt/Eq0.71 EarningsOct 26 BMO Payout38.80% Avg Volume388.55K Price79.40
Recom2.60 SMA207.42% SMA5012.03% SMA20012.07% Volume326,507 Change0.44%
Apr-06-20Upgrade Keefe Bruyette Mkt Perform → Outperform $75
Oct-08-19Reiterated BofA/Merrill Underperform $75 → $85
Jul-30-19Downgrade BofA/Merrill Buy → Underperform $97 → $85
Jun-06-19Reiterated BofA/Merrill Buy $113 → $97
Jan-29-19Downgrade Jefferies Buy → Hold
Jan-14-19Downgrade Citigroup Buy → Neutral
Jan-11-19Downgrade Deutsche Bank Buy → Hold $158 → $106
Dec-06-18Reiterated BofA/Merrill Buy $155 → $130
Jul-31-18Upgrade Keefe Bruyette Mkt Perform → Outperform
Apr-11-18Downgrade Keefe Bruyette Outperform → Mkt Perform $250 → $206
Feb-13-18Upgrade Deutsche Bank Hold → Buy $216 → $215
Jan-19-18Upgrade Citigroup Neutral → Buy
Jan-09-18Downgrade Goldman Buy → Neutral
Jan-03-18Downgrade Credit Suisse Outperform → Neutral
Jun-05-17Downgrade Citigroup Buy → Neutral
Nov-04-16Downgrade Deutsche Bank Buy → Hold $159 → $132
Sep-09-16Reiterated Deutsche Bank Buy $184 → $191
Apr-25-16Upgrade Citigroup Neutral → Buy
Feb-03-16Reiterated Barrington Research Outperform $200 → $165
Jan-08-16Reiterated Deutsche Bank Buy $212 → $206
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Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. The company was formed as a corporation under the laws of Delaware in 1993. Affiliated Managers Group is based in Prides Crossing, Massachusetts.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Churchill Dwight D.DirectorSep 15Buy65.251,00065,25012,069Sep 15 04:41 PM
Atkinson Tracy ADirectorSep 09Buy68.461,469100,5681,469Sep 10 08:06 AM
Jeffery Reuben IIIDirectorSep 04Buy70.165,000350,80015,000Sep 08 08:01 AM
Churchill Dwight D.DirectorSep 03Buy71.991,00071,99011,069Sep 03 04:35 PM
Horgen Jay C.President and CEOSep 01Buy67.905,000339,500142,667Sep 01 05:10 PM
Churchill Dwight D.DirectorJun 10Buy77.941,00077,94010,069Jun 11 08:29 AM
Horgen Jay C.President and CEOMay 13Buy59.2610,000592,600137,667May 13 04:45 PM
Jeffery Reuben IIIDirectorMay 01Buy65.2110,000652,10010,000May 04 04:44 PM
Churchill Dwight D.DirectorMar 13Buy54.511,00054,5109,069Mar 16 04:42 PM
Horgen Jay C.President and CEOMar 12Buy53.1210,000531,200127,667Mar 12 05:02 PM
Cutler HughEVP, Global DistributionMar 03Buy71.671,36097,4712,224Mar 05 05:35 PM
Cutler HughEVP, Global DistributionMar 03Buy71.6735025,0858,262Mar 05 05:35 PM
Cutler HughEVP, Global DistributionMar 03Sale71.671,710122,5567,912Mar 05 05:35 PM
Wojcik Thomas MChief Financial OfficerMar 02Buy75.001,350101,25030,497Mar 03 08:29 AM
Byrne Samuel TDirectorFeb 25Buy85.2694680,65628,092Feb 26 08:21 AM
Byrne Samuel TDirectorFeb 24Buy85.104,054344,99527,146Feb 26 08:21 AM
Churchill Dwight D.DirectorFeb 20Buy87.672,500219,1758,069Feb 21 08:30 AM
Horgen Jay C.President and CEOFeb 18Buy83.1310,000831,300117,662Feb 19 08:22 AM
Zeitlin Jide JamesDirectorDec 02Option Exercise65.513,411223,45523,939Dec 03 05:32 PM
Zeitlin Jide JamesDirectorDec 02Sale83.942,665223,70021,274Dec 03 05:32 PM
Ryan Patrick TDirectorNov 21Option Exercise65.513,411223,45516,680Nov 22 05:07 PM
Ryan Patrick TDirectorNov 21Sale84.383,411287,82013,269Nov 22 05:07 PM
SCU Sculptor Capital Management, Inc. daily Stock Chart
SCU [NYSE]
Sculptor Capital Management, Inc.
Index- P/E- EPS (ttm)-3.11 Insider Own0.80% Shs Outstand22.59M Perf Week0.18%
Market Cap625.32M Forward P/E4.08 EPS next Y2.77 Insider Trans-0.64% Shs Float17.67M Perf Month3.10%
Income-30.50M PEG- EPS next Q0.28 Inst Own54.60% Short Float3.35% Perf Quarter-16.02%
Sales550.90M P/S1.14 EPS this Y188.10% Inst Trans-0.20% Short Ratio7.58 Perf Half Y-20.28%
Book/sh-11.67 P/B- EPS next Y1432.60% ROA-2.50% Target Price16.50 Perf Year-30.30%
Cash/sh2.31 P/C4.90 EPS next 5Y0.63% ROE11.90% 52W Range8.86 - 28.85 Perf YTD-48.78%
Dividend1.25 P/FCF4.21 EPS past 5Y-32.60% ROI-23.30% 52W High-60.76% Beta1.33
Dividend %11.04% Quick Ratio- Sales past 5Y-17.30% Gross Margin95.90% 52W Low27.77% ATR0.52
Employees390 Current Ratio- Sales Q/Q-2.30% Oper. Margin-21.60% RSI (14)44.60 Volatility3.63% 4.67%
OptionableYes Debt/Eq- EPS Q/Q-168.40% Profit Margin-5.50% Rel Volume0.43 Prev Close11.32
ShortableYes LT Debt/Eq- Earnings- Payout- Avg Volume78.01K Price11.32
Recom2.30 SMA20-1.23% SMA50-6.18% SMA200-25.47% Volume33,170 Change0.00%
Jun-23-20Initiated Credit Suisse Neutral $15
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Sculptor Capital Management, Inc. is a publicly owned hedge fund sponsor. The firm provides investment advisory services to its clients. It primarily caters to institutional investors, which include pension funds, fund-of-funds, foundations and endowments, corporations and other institutions, private banks and family offices. The firm also manages separate client-focused equity, fixed income, and real estate separate accounts. It also manages commingled funds and specialized products. The firm invests in equity, fixed income and real estate markets across the world. It employs quantitative and qualitative analysis to make its investments through a combination of fundamental bottom-up research, a high degree of flexibility, and integrated risk management. For its multi-strategy portfolios, the firm employs strategies like convertible and derivative arbitrage, corporate credit, long/short equity special situations, buyout investments, merger arbitrage, private investments, and structured credit. It also invests in real estate and traditional real estate assets including multifamily, office, hotel and retail, loans, portfolio acquisitions, loan pools, operating companies, structured debt products, public securities, and non-traditional real estate assets including gaming, distressed land and residential, cell towers, parking, golf, debt and senior housing. For private equity investments, it considers investments in a variety of special situations that seek to realize value through strategic sales or initial public offerings. The firm was previously known as Och-Ziff Capital Management Group Inc. Sculptor Capital Management, Inc. was founded in 1994 and is based New York, New York.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Levine David MichaelChief Legal OfficerSep 14Sale11.912,86834,1570Sep 15 04:16 PM
Sipp Thomas MichaelChief Financial OfficerMay 03Option Exercise0.00111,7810172,986May 04 04:11 PM
Levine David MichaelChief Legal OfficerMar 03Sale24.618,560210,6360Mar 04 04:17 PM
Levin James SChief Investment OfficerJan 31Option Exercise0.0026,7540389,207Feb 03 05:46 PM
Levine David MichaelChief Legal OfficerJan 03Sale20.744,53894,1110Jan 03 04:33 PM
Cohen WaynePresident and COOJan 02Sale21.261,30027,6391,301Jan 03 04:33 PM
Levine David MichaelChief Legal OfficerJan 02Sale21.264,827102,6024,538Jan 03 04:33 PM
Levine David MichaelChief Legal OfficerJan 01Option Exercise0.009,36509,365Jan 03 04:33 PM
Cohen WaynePresident and COOJan 01Option Exercise0.002,60102,601Jan 03 04:33 PM
Sipp Thomas MichaelChief Financial OfficerJan 01Option Exercise0.0010,887061,205Jan 03 04:34 PM
Levin James SChief Investment OfficerDec 31Option Exercise0.00357025,399Jan 03 04:34 PM
Levin James SChief Investment OfficerDec 31Option Exercise0.00212,8210476,121Jan 03 04:34 PM
ABRAMS CAPITAL MANAGEMENT, L.P10% OwnerDec 27Sale21.15165,0003,489,7502,058,860Dec 31 04:01 PM
PROCTOR GEORGANNEDirectorNov 26Sale17.552,41342,35022,348Nov 27 04:15 PM
CG The Carlyle Group Inc. daily Stock Chart
CG [NASD]
The Carlyle Group Inc.
Index- P/E- EPS (ttm)-0.87 Insider Own13.80% Shs Outstand348.58M Perf Week-0.79%
Market Cap9.64B Forward P/E13.21 EPS next Y2.08 Insider Trans-20.71% Shs Float183.06M Perf Month16.50%
Income-406.00M PEG- EPS next Q0.36 Inst Own36.90% Short Float4.05% Perf Quarter-5.80%
Sales1.61B P/S5.97 EPS this Y243.70% Inst Trans11.14% Short Ratio7.36 Perf Half Y12.36%
Book/sh5.62 P/B4.89 EPS next Y19.49% ROA-3.10% Target Price31.07 Perf Year1.29%
Cash/sh1.86 P/C14.78 EPS next 5Y13.50% ROE-30.50% 52W Range15.21 - 34.98 Perf YTD-14.40%
Dividend1.00 P/FCF- EPS past 5Y17.90% ROI16.50% 52W High-21.50% Beta1.44
Dividend %3.64% Quick Ratio- Sales past 5Y-2.70% Gross Margin43.20% 52W Low80.54% ATR0.70
Employees1775 Current Ratio- Sales Q/Q6.60% Oper. Margin- RSI (14)61.79 Volatility2.33% 2.53%
OptionableYes Debt/Eq3.30 EPS Q/Q-66.70% Profit Margin-25.20% Rel Volume0.55 Prev Close27.66
ShortableYes LT Debt/Eq3.28 EarningsOct 29 BMO Payout- Avg Volume1.01M Price27.46
Recom2.50 SMA204.61% SMA505.44% SMA2001.68% Volume554,415 Change-0.72%
Oct-12-20Upgrade Citigroup Neutral → Buy
Jun-08-20Downgrade Citigroup Buy → Neutral
Apr-15-20Upgrade Citigroup Neutral → Buy $34
Mar-23-20Downgrade BofA/Merrill Neutral → Underperform
Feb-06-20Downgrade Keefe Bruyette Outperform → Mkt Perform $36 → $35
Feb-06-20Downgrade Citigroup Buy → Neutral $36 → $35
Dec-12-19Downgrade UBS Buy → Neutral $32 → $31
Oct-08-19Initiated BMO Capital Markets Market Perform
Sep-23-19Reiterated BofA/Merrill Neutral $25 → $29
Aug-05-19Initiated Barclays Equal Weight $25
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Mar-29-19Downgrade BofA/Merrill Buy → Neutral $23 → $20
Jan-04-19Upgrade Goldman Neutral → Buy
Nov-14-18Downgrade Morgan Stanley Overweight → Equal-Weight
Mar-12-18Upgrade Citigroup Neutral → Buy
Feb-14-18Upgrade Jefferies Hold → Buy
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Jun-08-17Upgrade BofA/Merrill Neutral → Buy
May-11-17Upgrade Credit Suisse Neutral → Outperform
May-04-17Upgrade Keefe Bruyette Mkt Perform → Outperform
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The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $20 million and $1 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across six continents (North America, South America, Asia, Australia and Europe).
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Bentley Pamela LChief Accounting OfficerSep 09Sale25.5124,510625,25019,969Sep 11 04:30 PM
Carlyle Group Management L.L.C10% OwnerAug 05Sale128.55230,17229,588,6110Aug 07 08:06 PM
Youngkin Glenn A.Co-Chief Executive OfficerAug 03Sale27.8013,871385,6148,172,695Aug 05 04:49 PM
LEE KEWSONGCo-Chief Executive OfficerAug 03Sale27.8073,3652,039,5472,578,389Aug 05 04:47 PM
Ferguson Jeffrey W.General CounselAug 03Sale27.8022,861635,536879,522Aug 05 04:45 PM
Finn ChristopherChief Operating OfficerAug 03Sale27.8060,7331,688,377588,244Aug 05 04:43 PM
Buser Curtis L.Chief Financial OfficerAug 03Sale27.8058,2031,618,043851,836Aug 05 04:41 PM
Bentley Pamela LChief Accounting OfficerAug 03Sale27.808,332231,63049,333Aug 05 04:36 PM
Carlyle Group Management L.L.C10% OwnerJun 29Sale29.767,545,000224,539,20020,612,681Jul 01 04:32 PM
Carlyle Group Management L.L.C10% OwnerMay 28Sale124.562,000,000249,112,0000Jun 01 06:23 PM
Carlyle Group Management L.L.C10% OwnerMay 07Sale118.462,620,000310,367,0340May 11 07:15 PM
Bentley Pamela LChief Accounting OfficerMar 05Sale28.4420,000568,80057,665Mar 06 07:07 PM
Buser Curtis L.Chief Financial OfficerFeb 10Sale33.0736,7731,216,083910,039Feb 12 09:24 PM
Ferguson Jeffrey W.General CounselFeb 10Sale33.0755,0261,819,710902,383Feb 12 09:21 PM
Finn ChristopherChief Operating OfficerFeb 10Sale33.0773,5942,433,754648,977Feb 12 09:21 PM
XOMA XOMA Corporation daily Stock Chart
XOMA [NASD]
XOMA Corporation
Index- P/E- EPS (ttm)-0.96 Insider Own0.10% Shs Outstand10.82M Perf Week6.26%
Market Cap218.83M Forward P/E- EPS next Y-0.56 Insider Trans- Shs Float10.41M Perf Month20.71%
Income-9.40M PEG- EPS next Q-0.21 Inst Own63.10% Short Float6.62% Perf Quarter28.99%
Sales10.50M P/S20.84 EPS this Y85.80% Inst Trans2.70% Short Ratio21.41 Perf Half Y-6.82%
Book/sh3.55 P/B6.35 EPS next Y58.20% ROA-10.40% Target Price29.50 Perf Year20.58%
Cash/sh5.10 P/C4.42 EPS next 5Y19.00% ROE-25.30% 52W Range14.14 - 28.85 Perf YTD-17.36%
Dividend- P/FCF- EPS past 5Y49.80% ROI-5.10% 52W High-21.80% Beta0.90
Dividend %- Quick Ratio4.60 Sales past 5Y-0.50% Gross Margin- 52W Low59.55% ATR1.29
Employees11 Current Ratio4.60 Sales Q/Q-60.00% Oper. Margin-94.10% RSI (14)65.22 Volatility7.68% 6.41%
OptionableNo Debt/Eq0.81 EPS Q/Q30.10% Profit Margin-89.60% Rel Volume1.56 Prev Close19.86
ShortableYes LT Debt/Eq0.61 Earnings- Payout- Avg Volume32.19K Price22.56
Recom2.00 SMA2013.84% SMA5015.18% SMA2007.47% Volume50,314 Change13.60%
Jan-18-18Reiterated H.C. Wainwright Buy $38 → $49
Oct-17-17Resumed H.C. Wainwright Buy $38
Sep-05-17Upgrade Wedbush Neutral → Outperform $9 → $19
Jun-12-17Initiated H.C. Wainwright Buy $15
Nov-14-16Downgrade Wedbush Outperform → Neutral $17 → $14
Mar-11-16Reiterated Wedbush Outperform $6 → $3
Jul-23-15Downgrade Jefferies Buy → Hold
Jul-22-15Downgrade Piper Jaffray Overweight → Neutral
Jul-22-15Downgrade Ladenburg Thalmann Buy → Neutral
Oct-10-14Resumed ROTH Capital Buy $9
Apr-29-14Upgrade MLV & Co Hold → Buy $7
Mar-11-14Downgrade MLV & Co Buy → Hold $8 → $7
Mar-05-14Reiterated Ladenburg Thalmann Buy $6.50 → $10
Oct-31-13Reiterated MLV & Co Buy $7.50 → $8
May-09-13Reiterated Ladenburg Thalmann Buy $5 → $6
May-14-12Initiated Cowen & Co Outperform
Mar-31-11Reiterated MLV Capital Buy $12 → $10
Mar-23-11Reiterated RBC Capital Mkts Outperform $8 → $6
Jan-06-11Reiterated Ladenburg Thalmann Buy $12 → $16
Jan-04-11Reiterated Wedbush Outperform $12 → $16
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