Open in Screener

OSCR

Oscar Health Inc

May 20 • 04:00PM ET

23.42

-1.10 -4.49 %

Healthcare • Healthcare Plans • USA • Mid • NYSE

| Held by: AVUV VTI IWM VB VBK VXF IWO SCHA DFAS VTWO

Index	RUT	P/E	-	EPS (ttm)	-0.61	Insider Own	20.43%	Shs Outstand	263.55M	Perf Week	-0.85%
Market Cap	7.06B	Forward P/E	18.26	EPS next Y	1.28	Insider Trans	0.46%	Shs Float	240.20M	Perf Month	44.84%
Enterprise Value	-	PEG	-	EPS next Q	0.38	Inst Own	55.19%	Short Float	10.16%	Perf Quarter	70.58%
Income	-39.43M	P/S	0.53	EPS this Y	150.34%	Inst Trans	6.57%	Short Ratio	3.35	Perf Half Y	64.35%
Sales	13.30B	P/B	4.21	EPS next Y	50.79%	ROA	-0.53%	Short Interest	24.41M	Perf YTD	62.98%
Book/sh	5.56	P/C	-	EPS next 5Y	-	ROE	-2.63%	52W High	25.58 -8.44%	Perf Year	42.20%
Cash/sh	-	P/FCF	2.52	EPS past 3/5Y	16.04% 0.13%	ROIC	-1.88%	52W Low	10.69 119.08%	Perf 3Y	225.73%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	43.45% 90.80%	Gross Margin	-	Volatility	6.55% 6.01%	Perf 5Y	-5.18%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	-180.28%	Oper. Margin	0.08%	ATR (14)	1.24	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	-	Sales Y/Y TTM	31.95%	Profit Margin	-0.30%	RSI (14)	69.31	Recom	2.83
Dividend Gr. 3/5Y	- -	Current Ratio	1.09	EPS Q/Q	124.38%	SMA20	13.99%	Beta	2.38	Target Price	20.55
Payout	-	Debt/Eq	0.26	Sales Q/Q	52.55%	SMA50	43.08%	Rel Volume	0.98	Prev Close	24.52
Employees	2305	LT Debt/Eq	0.26	Earnings	May 06 BMO	SMA200	42.39%	Avg Volume	7.29M	Price	23.42
IPO	Mar 03, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	86.81% -6.47%	Trades		Volume	7,192,594	Change	-4.49%

Date	Action	Analyst	Rating Change	Price Target Change
May-06-26	Initiated	Wolfe Research	Peer Perform
Apr-20-26	Upgrade	Jefferies	Underperform → Hold	$16
Feb-12-26	Upgrade	Raymond James	Mkt Perform → Outperform	$18
Jan-09-26	Upgrade	UBS	Sell → Neutral	$17
Jan-05-26	Upgrade	Barclays	Underweight → Equal Weight	$18
Dec-11-25	Initiated	Stephens	Equal-Weight	$17
Nov-26-25	Upgrade	Piper Sandler	Neutral → Overweight	$25
Oct-14-25	Initiated	Goldman	Neutral	$17
Jul-25-25	Downgrade	Robert W. Baird	Outperform → Neutral	$14
Jul-15-25	Downgrade	UBS	Neutral → Sell	$11
Jul-14-25	Downgrade	Piper Sandler	Overweight → Neutral	$14
Jul-11-25	Downgrade	Wells Fargo	Equal Weight → Underweight	$10
Jul-02-25	Initiated	Barclays	Underweight	$17
Jun-24-25	Downgrade	Raymond James	Outperform → Mkt Perform
Mar-13-25	Downgrade	Wells Fargo	Overweight → Equal Weight	$20 → $16
Dec-10-24	Initiated	Jefferies	Underperform	$12
Nov-06-24	Downgrade	BofA Securities	Neutral → Underperform	$21 → $13.50
Oct-07-24	Initiated	UBS	Neutral	$23
Jun-26-24	Initiated	Piper Sandler	Overweight	$25
May-30-24	Initiated	Robert W. Baird	Outperform	$28

Show Previous Ratings

May-18-26 03:44PM	IBD 50 Stocks To Watch: Oscar Health Ramps Higher After Strong Q1, But Is It A Buy Now? (Investor's Business Daily) +8.49%
May-06-26 04:56PM	Oscar Health, Inc. Q1 2026 Earnings Call Summary (Moby) +10.59% +5.19%
09:38AM	AMD upgraded, Reddit downgraded: Wall Street's top analyst calls (The Fly)
08:35AM	Oscar Health (OSCR) jumps after major earnings beat and margin improvement (InvestorsHub)
06:00AM	Oscar Health Announces Strong Financial Results for First Quarter 2026 And Reaffirms 2026 Guidance (Business Wire)
06:30AM	Loading…
Apr-21-26 06:30AM	Oscar Health, Inc. Appoints Director Siddhartha Sankaran as Independent Chair of the Board (Business Wire)
Apr-20-26 06:00AM	Meet Lucie. A New Way to Shop for Healthcare. (Business Wire)
Apr-07-26 08:00AM	Oscar Health, Inc. 2026 First Quarter Earnings Conference Call (Business Wire)
Apr-06-26 11:33AM	Tech-Enabled Underwriting: Root Evidence Co-Founder & CTO Robert Hansen, Live at RSAC 2026 (Exec Edge) +7.05%
Mar-07-26 10:05AM	Oscar Healths CEO Says 2026 Is the Year It Finally Turns a Profit Heres What Hes Betting On (24/7 Wall St.)
Mar-06-26 08:30AM	The rise of Vibe Coding and what that means for FreightTech (FreightWaves)
Mar-05-26 09:30AM	Oscar Health, Inc. (OSCR) Crossed Above the 50-Day Moving Average: What That Means for Investors (Zacks)
Feb-27-26 05:24PM	Oscar Health (OSCR) Reports $11.7B in 2025 Revenue Amid Strong Membership Growth (Insider Monkey)
09:00AM	Here is What to Know Beyond Why Oscar Health, Inc. (OSCR) is a Trending Stock (Zacks)
Feb-17-26 12:32AM	Oscar Health's Q4 Earnings Call: Our Top 5 Analyst Questions (StockStory)
12:59PM	Loading…
Feb-12-26 12:59PM	Raymond James Upgrade Boosts Oscar Health Stock After Q4 Earnings (Benzinga)
Feb-11-26 03:14PM	Oscar Health, Inc. (OSCR) Upgraded as Valuation Appears Balanced (Insider Monkey) +5.59%
01:07PM	Is Oscar Health (OSCR) One of the Under-the-Radar AI Stocks to Buy? (Insider Monkey)
01:11AM	Oscar Health Q4 Earnings Call Highlights (MarketBeat)
12:34AM	OSCR Q4 Deep Dive: Membership Growth and Product Innovation Offset Margin Pressures (StockStory)
Feb-10-26 03:42PM	Schwab & Stifel fall, Paramount sweetens WBD bid, Oscar Health earnings (Yahoo Finance Video)
02:19PM	Oscar Health Bets On 2026 Profit Turnaround After Tough 2025 (Benzinga)
02:00PM	Oscar Health Inc (OSCR) Q4 2025 Earnings Call Highlights: Revenue Surge and Strategic Outlook ... (GuruFocus.com)
12:05PM	Oscar Health (OSCR) Stock Trades Up, Here Is Why (StockStory)
09:30AM	Oscar Health (OSCR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:38AM	Oscar Health Revenue Rises, Eyes Profitability This Year (The Wall Street Journal)
07:38AM	Oscar Health 4Q Revenue Rises, Eyes Profitability This Year (The Wall Street Journal)
07:10AM	Oscar Health, Inc. (OSCR) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
06:30AM	Oscar Health (NYSE:OSCR) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings (StockStory)
06:00AM	Oscar Health Announces Financial Results for Fourth Quarter and Full-Year 2025 (Business Wire)
11:30AM	Loading…
Feb-09-26 11:30AM	Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week (Benzinga)
Feb-08-26 10:03PM	What To Expect From Oscar Health's (OSCR) Q4 Earnings (StockStory)
Feb-04-26 04:01PM	Oscar Health, Inc. (OSCR): A Bull Case Theory (Insider Monkey) -5.37%
10:00AM	Thinking about retiring? Make sure youve reached these 6 must-hit milestones before you take the leap (Moneywise)
Feb-02-26 06:00PM	Oscar Health, Inc. (OSCR) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
Feb-01-26 04:45PM	Forget Tech Stocks: The Telehealth Stock That's Riding the AI Wave Better Than Big Tech (Motley Fool)
Jan-27-26 06:00PM	Oscar Health, Inc. (OSCR) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks) -5.22%
12:28PM	Oscar Health (OSCR) Slides As Medicare Proposal, UnitedHealth Miss Rock Insurer Stocks (Benzinga)
Jan-22-26 03:09AM	Jim Cramer Shows Bullish Sentiment Toward Oscar Health Because of CEO Mark Bertolini (Insider Monkey)
Jan-20-26 06:15PM	Oscar Health, Inc. (OSCR) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
11:25AM	Oscar Health (OSCR) Stock Trades Down, Here Is Why (StockStory)
Jan-19-26 10:31PM	Winners And Losers Of Q3: Oscar Health (NYSE:OSCR) Vs The Rest Of The Health Insurance Providers Stocks (StockStory)
Jan-16-26 08:28PM	Lightning Round: Medline is 'unbelievable', it's a buy, says Jim Cramer (CNBC TV)
Jan-15-26 03:10PM	Trump unveils his 'Great Healthcare Plan.' Analysts don't expect much of an impact. (MarketWatch)
12:49PM	Oscar Health Stock Soars After ACA Subsidy Extension, Barclays Upgrade (Benzinga)
12:04PM	Trumps Great Healthcare Plan Aims to Lower Drug Prices and Insurance Premiums (Bloomberg)
08:00AM	Congress Remains Stuck on Obamacare Credits as Enrollment Closes (Bloomberg)
Jan-14-26 06:00PM	Why Oscar Health, Inc. (OSCR) Dipped More Than Broader Market Today (Zacks)
Jan-13-26 06:00AM	Oscar Health, Inc. 2025 Fourth Quarter and Full Year Earnings Conference Call (Business Wire)
Jan-10-26 10:31PM	Jared Kushner-Backed Insurer Oscar Health Is Soaring Overnight: Here's Why (Benzinga)
Jan-08-26 09:42PM	Jared Kushner-Backed Insurer Oscar Health Is Soaring Overnight: Here's Why (Benzinga)
06:00PM	Oscar Health, Inc. (OSCR) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
Jan-05-26 03:46PM	Why Is Oscar Health (OSCR) Stock Soaring Today (StockStory) +10.69%
Dec-29-25 10:50AM	6 Multibagger Stocks to Buy Before They Explode in 2026 (Motley Fool)
Dec-23-25 06:00PM	Oscar Health, Inc. (OSCR) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks)
01:20PM	2 Top Stocks That Could Double in 2026 (Motley Fool)
Dec-22-25 06:50PM	2 Undervalued Stocks Down 40% and 45% to Buy For 2026 (Motley Fool)
Dec-19-25 08:45AM	Democrats Pounce as Congress Allows Obamacare Premiums to Spike (Bloomberg)
Dec-17-25 10:58AM	Oscar Health Rises As GOP Moderates Rebel Over ACA (Investor's Business Daily)
07:11AM	S&P 500 Health Care Stocks Sink Ahead Of ACA Showdown (Investor's Business Daily)
07:11AM	ACA Subsidy Showdown Batters S&P 500 Healthcare Stocks (Investor's Business Daily)
Dec-16-25 06:00PM	Oscar Health, Inc. (OSCR) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Dec-15-25 09:30AM	Oscar Health, Inc. (OSCR) Just Reclaimed the 200-Day Moving Average (Zacks)
Dec-13-25 07:09AM	Oscar Health (OSCR) Jumps 4.8% as Firm Issues Higher Price Target (Insider Monkey)
Dec-12-25 03:22PM	S&P 500 Stocks: UnitedHealth, Centene Rise Amid Push For House ACA Vote (Investor's Business Daily)
12:45PM	Oscar Health (OSCR) Stock Trades Up, Here Is Why (StockStory)
Dec-11-25 01:08PM	Senate Rejects Obamacare Credit Renewal, Teeing Up Premium Spike (Bloomberg)
11:41AM	Oscar Health (OSCR) Stock Is Up, What You Need To Know (StockStory)
07:44AM	Piper Sandler Confident in Oscar Health's (OSCR) Market Share and Profitability Growth, Sets $404M Minimum 2027 Adjusted EBITDA Expectation (Insider Monkey)
Dec-10-25 06:00PM	Oscar Health, Inc. (OSCR) Stock Drops Despite Market Gains: Important Facts to Note (Zacks) -8.08%
Dec-04-25 11:44AM	Oscar Health, Inc. (OSCR): A Bull Case Theory (Insider Monkey)
Dec-02-25 08:16AM	Here's Why Oscar Health (OSCR) Traded Down in Q3 (Insider Monkey)
Dec-01-25 12:35PM	Why Oscar Health (OSCR) Shares Are Trading Lower Today (StockStory) -7.35%
Nov-30-25 08:05PM	This Could Be the Most Compelling Value Play Before 2026's Economic Shift (Motley Fool)
Nov-26-25 03:40PM	Why This Health Care Stock Has Gained 35% This Week (Investopedia) +8.55%
11:00AM	Wall Street Loves Broadcom, Oscar Health, and Amazon Stocks Today (24/7 Wall St.)
Nov-25-25 10:17AM	Trump ACA Plan Delayed, But Centene, Oscar Stocks Point To Passage (Investor's Business Daily)
06:25AM	Oscar (OSCR) Soars 22% in Potential ACA Extension (Insider Monkey)
Nov-24-25 04:49PM	Biggest Stock Movers Today, Nov. 24: AVGO, NVO, & More (Motley Fool) +22.33%
04:21PM	Trump ACA Plan Lifts S&P 500 Health Insurance Stocks. How It Would Work Or Not. (Investor's Business Daily)
04:17PM	These Stocks Moved the Most Today: Alphabet, Broadcom, Tesla, Nvidia, Novo Nordisk, Oscar Health, Inspire Medical, and More (Barrons.com)
04:16PM	Oscar Health Jumps in Hopes of Obamacare Extensions. Should You Buy OSCR Stock Here? (Barchart)
04:15PM	Prediction: 2 Stocks That Will Be Worth More Than SoundHound AI 5 Years From Now (Motley Fool)
04:12PM	Oscar Health, Centene Stocks Surge. Heres Why. (Barrons.com)
03:05PM	These Stocks Are Moving the Most Today: Alphabet, Broadcom, Tesla, Nvidia, Novo Nordisk, Oscar Health, Inspire Medical, and More (Barrons.com)
02:34PM	Anticipation of This Trump Proposal Is Sending Health Insurance Stocks Higher Monday (Investopedia)
11:35AM	Stock Market Today: Dow, Nasdaq Up As This Stock Tests Entry; Health Plays Pop (Live Coverage) (Investor's Business Daily)
11:03AM	Trump reportedly seeks to extend ACA subsidies as affordability push finds common ground with Mamdani; Centene, Oscar shares jump (Fortune)
10:26AM	Stock Market Today: Dow Jones Rises, Techs Jump; Google Pops On Salesforce Praise, Novo Nordisk Dives (Investor's Business Daily)
09:35AM	Elon Musk hypes Tesla AI chips, Novo stock plunges on drug trial flop (Yahoo Finance Video)
09:16AM	Oscar Health Stock Surges 22% and Centene Jumps 10%. Here's Why. (Barrons.com)
Nov-23-25 05:30AM	Trump Calls Obamacare Insurers Fat and Rich. Investors See Them as Vulnerable. (The Wall Street Journal)
Nov-22-25 08:30AM	3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term (Motley Fool)
Nov-21-25 06:56PM	Oscar Health and Artivion Shares Are Soaring, What You Need To Know (StockStory) +22.33%
Nov-15-25 09:00AM	Alphabets Secret Portfolio Just Bought These 2 Stocks. Should You Buy Too? (24/7 Wall St.)
Nov-13-25 11:02PM	Oscar Health (OSCR): 3 Reasons We Love This Stock (StockStory) -7.62%
01:41PM	Verizon chairman says board 'needed to act' to revive company (CNBC TV)
01:41PM	Squawk Pod: Disney earnings and rising health costs - 11/13/25 Audio Only (CNBC TV)
08:41AM	Oscar Health CEO Mark Bertolini on fixing U.S. health care: We need to put consumers in charge (CNBC TV)
12:39AM	5 Must-Read Analyst Questions From Oscar Health's Q3 Earnings Call (StockStory)

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

CEO & DirectorMr. Mark Thomas Bertolini

Co-Founder & Vice ChairmanMr. Joshua Kushner

Co-FounderMr. Mario Tobias Schlosser

Chief Financial OfficerMr. Richard Scott Blackley CPA

EVP & Chief Legal OfficerMr. Adam McAnaney

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Blackley Richard Scott	Chief Financial Officer	May 18 '26	Sale	25.03	110,000	2,753,300	1,106,660	May 20 04:17 PM
RICHARD SCOTT BLACKLEY	Officer	May 18 '26	Proposed Sale	23.32	110,000	2,565,200		May 18 04:31 PM
Blackley Richard Scott	Chief Financial Officer	May 14 '26	Sale	23.16	100,000	2,316,031	1,216,660	May 18 04:15 PM
RICHARD SCOTT BLACKLEY	Officer	May 14 '26	Proposed Sale	23.62	100,000	2,362,000		May 14 04:23 PM
Bertolini Mark T	Chief Executive Officer	Apr 06 '26	Buy	11.92	1,000,000	11,920,000	10,196,876	Apr 07 04:16 PM
Liang Janet	President, Oscar Insurance	Mar 02 '26	Sale	13.39	7,453	99,796	271,532	Mar 04 04:23 PM
Baltrus Victoria	Chief Accounting Officer	Mar 02 '26	Sale	13.39	4,638	62,103	216,112	Mar 04 04:19 PM
McAnaney Adam	Chief Legal Officer	Mar 02 '26	Sale	13.39	18,710	250,527	227,955	Mar 04 04:18 PM
Schlosser Mario	President of Technology & CTO	Mar 02 '26	Sale	13.39	24,335	325,846	514,986	Mar 04 04:17 PM
Blackley Richard Scott	Chief Financial Officer	Mar 02 '26	Sale	13.39	19,221	257,369	1,466,660	Mar 04 04:17 PM
Blackley Richard Scott	Chief Financial Officer	Mar 02 '26	Proposed Sale	13.66	19,638	268,255		Mar 02 04:17 PM
Schlosser Mario	Officer / Director	Mar 02 '26	Proposed Sale	13.66	20,629	281,792		Mar 02 04:05 PM
Adam McAnaney	Chief Legal Officer	Mar 02 '26	Proposed Sale	13.66	15,530	212,140		Mar 02 04:05 PM
Janet Liang	President, Oscar Insurance	Mar 02 '26	Proposed Sale	13.66	6,468	88,353		Mar 02 04:05 PM
Schlosser Mario	President of Technology & CTO	Jan 08 '26	Sale	17.65	23,038	406,621	350,180	Jan 12 04:18 PM
Schlosser Mario	President of Technology & CTO	Jan 06 '26	Sale	17.01	76,962	1,309,124	350,180	Jan 08 04:17 PM
MARIO SCHLOSSER	Director	Jan 06 '26	Proposed Sale	16.57	100,000	1,657,000		Jan 06 04:31 PM
Schlosser Mario	President of Technology & CTO	Jan 02 '26	Sale	15.02	137,933	2,071,754	360,215	Jan 06 04:18 PM
Schlosser Mario	President of Technology & CTO	Jan 05 '26	Sale	15.64	96,928	1,515,954	350,180	Jan 06 04:18 PM
MARIO SCHLOSSER	Director	Jan 02 '26	Proposed Sale	14.37	216,396	3,109,611		Jan 02 04:35 PM
Schlosser Mario	President of Technology & CTO	Dec 24 '25	Sale	15.00	38,835	582,525	438,348	Dec 30 04:16 PM
MARIO SCHLOSSER	Director	Dec 24 '25	Proposed Sale	14.84	57,300	850,332		Dec 29 08:47 AM
McAnaney Adam	Chief Legal Officer	Dec 02 '25	Sale	16.59	1,852	30,725	179,241	Dec 04 04:17 PM
Schlosser Mario	President of Technology & CTO	Dec 02 '25	Sale	16.59	23,965	397,579	477,183	Dec 04 04:17 PM
Liang Janet	President, Oscar Insurance	Dec 02 '25	Sale	16.59	7,338	121,737	172,527	Dec 04 04:17 PM
Blackley Richard Scott	Chief Financial Officer	Dec 02 '25	Sale	16.59	25,135	416,990	1,351,034	Dec 04 04:16 PM
Baltrus Victoria	Chief Accounting Officer	Dec 02 '25	Sale	16.59	4,149	68,832	203,450	Dec 04 04:16 PM
Blackley Richard Scott	Chief Financial Officer	Dec 02 '25	Proposed Sale	16.73	28,737	480,770		Dec 02 04:20 PM
Janet Liang	President, Oscar Insurance	Dec 02 '25	Proposed Sale	16.73	8,398	140,499		Dec 02 04:18 PM
Adam McAnaney	Chief Legal Officer	Dec 02 '25	Proposed Sale	16.73	2,123	35,518		Dec 02 04:17 PM
Schlosser Mario	Officer / Director	Dec 02 '25	Proposed Sale	16.73	22,195	371,322		Dec 02 04:15 PM
Schlosser Mario	President of Technology & CTO	Nov 11 '25	Sale	15.27	286,182	4,369,999	501,148	Nov 13 04:18 PM
Schlosser Mario	President of Technology & CTO	Nov 12 '25	Sale	15.05	105,300	1,584,765	501,148	Nov 13 04:18 PM
MARIO T SCHLOSSER	Officer	Nov 12 '25	Proposed Sale	15.05	105,300	1,585,134		Nov 12 04:17 PM
MARIO T SCHLOSSER	Officer	Nov 11 '25	Proposed Sale	15.27	286,182	4,369,513		Nov 12 09:03 AM
Schlosser Mario	President of Technology & CTO	Sep 22 '25	Sale	18.43	395,000	7,279,850	501,148	Sep 24 04:20 PM
MARIO T SCHLOSSER	Officer	Sep 22 '25	Proposed Sale	18.43	395,000	7,280,996		Sep 22 04:18 PM
RANMALI BOPITIYA	Officer	Jun 20 '25	Proposed Sale	18.77	30,000	563,100		Jun 20 04:25 PM

Open in Screener

HMH

HMH Holding Inc

May 20 • 04:00PM ET

23.12

+0.10 0.43 %

Energy • Oil & Gas Equipment & Services • USA • Small • NASD

Peers: NOV FTI HAL BKR SLB

| Held by: TMSL VTI VXF VTWO VTWG VTWV VTHR

Index	-	P/E	23.77	EPS (ttm)	0.97	Insider Own	75.64%	Shs Outstand	11.42M	Perf Week	10.10%
Market Cap	1.02B	Forward P/E	10.47	EPS next Y	2.21	Insider Trans	0.22%	Shs Float	10.72M	Perf Month	12.34%
Enterprise Value	1.31B	PEG	0.31	EPS next Q	0.28	Inst Own	6.04%	Short Float	2.77%	Perf Quarter	-
Income	42.79M	P/S	1.28	EPS this Y	39.90%	Inst Trans	0.00%	Short Ratio	0.66	Perf Half Y	-
Sales	794.64M	P/B	1.44	EPS next Y	52.69%	ROA	3.08%	Short Interest	0.30M	Perf YTD	19.92%
Book/sh	16.08	P/C	10.04	EPS next 5Y	33.29%	ROE	6.30%	52W High	23.14 -0.09%	Perf Year	-
Cash/sh	2.30	P/FCF	13.79	EPS past 3/5Y	- -	ROIC	3.93%	52W Low	16.32 41.67%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	8.45	Sales past 3/5Y	6.66% -	Gross Margin	30.69%	Volatility	4.29% 4.86%	Perf 5Y	-
Dividend TTM	-	EV/Sales	1.65	EPS Y/Y TTM	-	Oper. Margin	14.15%	ATR (14)	1.05	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.69	Sales Y/Y TTM	-	Profit Margin	5.38%	RSI (14)	67.62	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	2.72	EPS Q/Q	-43.56%	SMA20	8.03%	Beta	-	Target Price	28.67
Payout	-	Debt/Eq	0.56	Sales Q/Q	-13.66%	SMA50	13.82%	Rel Volume	0.37	Prev Close	23.02
Employees	2019	LT Debt/Eq	0.54	Earnings	May 06 AMC	SMA200	13.82%	Avg Volume	451.47K	Price	23.12
IPO	Apr 01, 2026	Option/Short	No / Yes	EPS/Sales Surpr.	-71.13% -4.16%	Trades		Volume	186,241	Change	0.43%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-27-26	Initiated	Stifel	Buy	$27
Apr-27-26	Initiated	Piper Sandler	Overweight	$32
Apr-27-26	Initiated	Pickering Energy Partners	Outperform
Apr-27-26	Initiated	JP Morgan	Overweight	$26
Apr-27-26	Initiated	Evercore ISI	Outperform	$27
Apr-27-26	Initiated	Citigroup	Buy	$30

May-06-26 04:15PM	HMH Holding Inc. Announces First Quarter 2026 Results (GlobeNewswire)
Apr-29-26 04:30PM	HMH Holding Inc. Announces First Quarter 2026 Earnings Conference Call (GlobeNewswire)
Apr-02-26 04:04PM	HMH Holding Inc. Announces Closing of Initial Public Offering (GlobeNewswire)

HMH Holding, Inc. engages in the provision of engineered, mission-critical equipment solutions, such as drilling equipment, services and systems used in oil and gas drilling operations, both offshore and onshore. It operates through the Equipment and System Solutions and Pressure Control Systems segments. The Equipment and System Solutions segment consist of drilling solutions and complete topside drilling packages and services to both onshore and offshore oil and gas customers. The Pressure Control Systems segment covers the integrated drilling products and services. The company was founded on April 29, 2024, and is headquartered in Houston, TX.

Chief Executive OfficerMr. Eirik Bergsvik

Chief Financial OfficerMr. Tom McGee

Chief Administration OfficerMr. Dwight W. Rettig

Chief Operations OfficerMr. Eugene Charls Chauviere III

Chief Accounting OfficerMr. Hunain Qureshi

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Dyrseth Roy A.	Chief Commercial Officer	Apr 02 '26	Buy	20.00	8,000	160,000	68,276	Apr 06 02:50 PM
Skogerbo Pal	Chief Technology Officer	Apr 02 '26	Buy	20.00	1,000	20,000	61,276	Apr 06 02:46 PM
Loeffler Lance	Director	Apr 02 '26	Buy	20.00	5,000	100,000	13,486	Apr 06 02:45 PM
McGee Thomas W.	Chief Financial Officer	Apr 02 '26	Buy	20.00	50,000	1,000,000	147,338	Apr 06 02:44 PM
Bergsvik Eirik	Chief Executive Officer	Apr 02 '26	Buy	20.00	10,000	200,000	121,858	Apr 06 02:37 PM

Open in Screener

SCVL

Shoe Carnival Inc

May 20 • 04:00PM ET

15.77

+0.44 2.87 %

Consumer Cyclical • Apparel Retail • USA • Small • NASD

SCVL Shoe Carnival Inc daily Stock Chart

Peers: DBI CAL GCO ZUMZ BKE

| Held by: VTI AVUV IWM SMDV VXF FNDA DFAT IWN DFSV BSVO

Index	RUT	P/E	8.30	EPS (ttm)	1.90	Insider Own	34.91%	Shs Outstand	27.37M	Perf Week	-1.87%
Market Cap	433.20M	Forward P/E	8.54	EPS next Y	1.85	Insider Trans	0.32%	Shs Float	17.88M	Perf Month	-16.60%
Enterprise Value	673.90M	PEG	2.52	EPS next Q	0.23	Inst Own	71.99%	Short Float	16.44%	Perf Quarter	-23.00%
Income	52.27M	P/S	0.38	EPS this Y	-21.23%	Inst Trans	-6.33%	Short Ratio	7.07	Perf Half Y	-4.60%
Sales	1.14B	P/B	0.63	EPS next Y	23.39%	ROA	4.15%	Short Interest	2.94M	Perf YTD	-6.58%
Book/sh	25.19	P/C	3.31	EPS next 5Y	3.39%	ROE	7.81%	52W High	26.57 -40.65%	Perf Year	-21.66%
Cash/sh	4.76	P/FCF	16.30	EPS past 3/5Y	-21.72% 27.60%	ROIC	5.21%	52W Low	14.91 5.77%	Perf 3Y	-29.28%
Dividend Est.	0.68 (4.31%)	EV/EBITDA	6.67	Sales past 3/5Y	-3.47% 3.05%	Gross Margin	36.57%	Volatility	3.79% 3.92%	Perf 5Y	-50.30%
Dividend TTM	0.62 (3.93%)	EV/Sales	0.59	EPS Y/Y TTM	-29.58%	Oper. Margin	5.88%	ATR (14)	0.74	Perf 10Y	48.28%
Dividend Ex-Date	Apr 06, 2026	Quick Ratio	0.97	Sales Y/Y TTM	-5.62%	Profit Margin	4.60%	RSI (14)	36.63	Recom	2.33
Dividend Gr. 3/5Y	18.56% 27.23%	Current Ratio	3.74	EPS Q/Q	-38.33%	SMA20	-8.88%	Beta	1.41	Target Price	22.00
Payout	31.61%	Debt/Eq	0.54	Sales Q/Q	-3.37%	SMA50	-9.23%	Rel Volume	1.62	Prev Close	15.33
Employees	5000	LT Debt/Eq	0.45	Earnings	May 21 BMO	SMA200	-17.46%	Avg Volume	415.69K	Price	15.77
IPO	Mar 16, 1993	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.00% 0.09%	Trades		Volume	665,182	Change	2.87%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-26-25	Downgrade	Seaport Research Partners	Buy → Neutral
Mar-19-24	Downgrade	Monness Crespi & Hardt	Buy → Neutral
Feb-15-24	Reiterated	Monness Crespi & Hardt	Buy	$27 → $33
Nov-17-23	Reiterated	Monness Crespi & Hardt	Buy	$36 → $27
Jan-18-22	Initiated	Seaport Research Partners	Buy	$53
Aug-19-21	Initiated	Monness Crespi & Hardt	Buy	$42
May-20-21	Reiterated	Pivotal Research Group	Buy	$74 → $81
May-17-21	Reiterated	Pivotal Research Group	Buy	$68 → $74
Sep-02-20	Downgrade	Sidoti	Buy → Neutral	$35
Jul-01-20	Reiterated	Pivotal Research Group	Buy	$37 → $42
May-21-20	Reiterated	Pivotal Research Group	Buy	$24 → $37
Mar-23-20	Reiterated	Pivotal Research Group	Buy	$43 → $20
Nov-22-19	Reiterated	Pivotal Research Group	Buy	$42 → $43
May-23-19	Reiterated	Pivotal Research Group	Buy	$38 → $36
May-20-19	Reiterated	Pivotal Research Group	Buy	$42 → $38
Apr-05-19	Upgrade	Sidoti	Neutral → Buy
Mar-20-19	Reiterated	Pivotal Research Group	Buy	$45 → $40
Jan-15-19	Reiterated	Pivotal Research Group	Buy	$47 → $45
Jan-02-19	Upgrade	Susquehanna	Neutral → Positive
Nov-16-18	Reiterated	Pivotal Research Group	Buy	$46 → $47

Show Previous Ratings

May-07-26 04:10PM	Shoe Carnival to Report First Quarter 2026 Financial Results on May 21, 2026 (Business Wire)
Mar-27-26 08:30AM	Shoe Carnival, Inc. Q4 2025 Earnings Call Summary (Moby)
07:54AM	Shoe Carnival scales back rebrand (Retail Dive)
Mar-26-26 03:01PM	Shoe Carnival Inc (SCVL) Q4 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com) -8.06%
10:57AM	Shoe Carnivals New Leadership Is Slowing Down Store Conversions (Footwear News)
06:29AM	Loading…
06:29AM	Shoe Carnival: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:10AM	Shoe Carnival Reports Fourth Quarter and Fiscal 2025 Results; Provides Fiscal 2026 Guidance (Business Wire)
Mar-09-26 11:45AM	Shoe Carnival Declares Increased Quarterly Cash Dividend and Sets Date for Fourth Quarter 2025 Earnings Release (Business Wire)
Mar-03-26 11:33PM	1 Consumer Stock Worth Your Attention and 2 We Ignore (StockStory)
Mar-02-26 11:37PM	1 Value Stock to Consider Right Now and 2 Facing Headwinds (StockStory)
11:03PM	3 Reasons to Sell SCVL and 1 Stock to Buy Instead (StockStory)
Feb-26-26 11:33PM	1 Russell 2000 Stock Worth Investigating and 2 We Avoid (StockStory) +5.40%
08:00AM	Here Are Thursdays Top Wall Street Analyst Research Calls: Alcon, First Solar, Five Below, Joby Aviation, Spotify, Trade Desk, U.S. Bancorp, and More (24/7 Wall St.)
07:12AM	Shoe Carnival CEO exits (Retail Dive)
Feb-25-26 08:29AM	Cliff Sifford Returns as Shoe Carnivals Interim CEO, Mark Worden Exits (Footwear News) -6.62%
07:39AM	Loading…
07:39AM	Shoe Carnival Names Cliff Sifford Interim CEO (Benzinga)
06:10AM	Shoe Carnival Announces CEO Transition and Full Year Fiscal 2025 Preliminary Results (Business Wire)
Feb-17-26 11:32PM	3 Small-Cap Stocks We Approach with Caution (StockStory)
Feb-16-26 09:00AM	The Shoe Industrys Latest C-suite Trend? CFO Shuffling (Footwear News)
Jan-13-26 11:33PM	1 Volatile Stock Worth Your Attention and 2 We Question (StockStory)
Jan-12-26 10:35PM	Apparel and Footwear Retail Stocks Q3 Teardown: Shoe Carnival (NASDAQ:SCVL) Vs The Rest (StockStory)
Jan-11-26 10:31PM	Q3 Earnings Outperformers: Shoe Carnival (NASDAQ:SCVL) And The Rest Of The Apparel and Footwear Retail Stocks (StockStory)
Dec-24-25 11:31PM	3 Small-Cap Stocks with Warning Signs (StockStory)
Dec-12-25 06:10AM	Shoe Carnival Declares Quarterly Cash Dividend and Announces New $50 Million Share Repurchase Program (Business Wire)
Dec-11-25 11:33PM	1 Value Stock with Impressive Fundamentals and 2 We Avoid (StockStory)
Dec-10-25 05:05PM	Shoe Carnival and Williams-Sonoma Stocks Trade Up, What You Need To Know (StockStory)
Dec-05-25 05:49PM	CRH, Carvana and Comfort Systems USA Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600 (PR Newswire)
Nov-20-25 04:01PM	Shoe Carnival Inc (SCVL) Q3 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com) -5.99% +5.99%
11:40AM	Why Shoe Carnival (SCVL) Shares Are Falling Today (StockStory)
09:28AM	Shoe Carnival See Sales Dip in Q3, But Benefits of Shoe Station Conversion Come Into Focus (Footwear News)
09:21AM	Loading…
09:21AM	SCVL Q3 Earnings & Sales Meet Estimates, Comparable Sales Dip Y/Y (Zacks)
07:20AM	Shoe Carnival (SCVL) Q3 Earnings Match Estimates (Zacks)
06:22AM	Shoe Carnival's (NASDAQ:SCVL) Q3 CY2025 Sales Beat Estimates (StockStory)
06:16AM	Shoe Carnival: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:10AM	Shoe Carnival Reports Third Quarter Results; Reaffirms Fiscal 2025 Outlook (Business Wire)
Nov-18-25 10:00PM	Earnings To Watch: Shoe Carnival (SCVL) Reports Q3 Results Tomorrow (StockStory)
10:00AM	Analysts Estimate Abercrombie & Fitch (ANF) to Report a Decline in Earnings: What to Look Out for (Zacks)
Nov-17-25 09:41AM	Should Value Investors Buy Shoe Carnival (SCVL) Stock? (Zacks)
08:21AM	EXCLUSIVE: Shoe Station Group Foundation Pledges $1M to Two Ten (Footwear News)
Nov-14-25 06:19AM	Shoe Carnival to rebrand as Shoe Station Group (Retail Dive)
Nov-13-25 03:06PM	Why Shoe Carnival (SCVL) Stock Is Up Today (StockStory)
12:36PM	Shoe Carnival Bets Big on Shoe Station Banner as Company Renames Itself (Footwear News)
09:00AM	Shoe Carnival Announces Name Change to Shoe Station Group (Business Wire)
Nov-06-25 04:10PM	Shoe Carnival to Report Third Quarter Financial Results on November 20, 2025 (Business Wire) -5.10%
Nov-04-25 09:40AM	Unlock Big Gains With These 5 Undervalued Price-to-Sales Stock Picks (Zacks)
06:33AM	1 Russell 2000 Stock with Promising Prospects and 2 We Find Risky (StockStory)
Oct-30-25 12:00AM	3 Reasons to Sell SCVL and 1 Stock to Buy Instead (StockStory)
Oct-28-25 09:40AM	Should Value Investors Buy Shoe Carnival (SCVL) Stock? (Zacks)
Oct-17-25 12:51AM	3 Unpopular Stocks with Warning Signs (StockStory)
Sep-26-25 10:47AM	Former Shoe Carnival CFO retakes finance chief reins (CFO Dive)
05:29AM	Shoe Carnival reinstates W Kerry Jackson as CFO (Retail Insight Network)
Sep-25-25 04:43PM	Kerry Jackson Takes Back CFO Reins at Shoe Carnival (Footwear News)
04:05PM	Shoe Carnival Appoints Kerry Jackson as Chief Financial Officer (Business Wire)
Sep-24-25 06:10AM	Shoe Carnival Declares Quarterly Cash Dividend (Business Wire)
Sep-23-25 11:32PM	Q2 Earnings Recap: Shoe Carnival (NASDAQ:SCVL) Tops Footwear Retailer Stocks (StockStory)
Sep-11-25 01:31AM	5 Revealing Analyst Questions From Shoe Carnival's Q2 Earnings Call (StockStory)
Sep-08-25 12:21PM	2 Small-Cap Dividend-Paying Retailers to Buy and Hold for 2026 (MarketBeat)
Sep-05-25 10:51AM	Shoe Carnival Q2 sales drop 7.9.% but back-to-school shows promise (Just Style)
01:31AM	SCVL Q2 Deep Dive: Margin Expansion and Banner Strategy Drive Market Optimism (StockStory)
Sep-04-25 12:16PM	Shoe Carnival (SCVL) Stock Trades Up, Here Is Why (StockStory) +20.25%
10:21AM	Shoe Carnival Lifts Profit Outlook As CEO Praises Rebanner Momentum, Stock Soars (Benzinga)
08:55AM	Shoe Carnival Stock Soars After Q2 Earnings Beat (Footwear News)
07:20AM	Shoe Carnival (SCVL) Q2 Earnings Beat Estimates (Zacks)
06:24AM	Shoe Carnival (NASDAQ:SCVL) Reports Sales Below Analyst Estimates In Q2 Earnings, But Stock Soars 7.5% (StockStory)
06:15AM	Shoe Carnival: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
06:10AM	Shoe Carnival Reports Second Quarter Fiscal 2025 Results (Business Wire)
Sep-02-25 11:03PM	Shoe Carnival (SCVL) Reports Earnings Tomorrow: What To Expect (StockStory)
Aug-29-25 11:51AM	Boyd Gaming and Shoe Carnival have been highlighted as Zacks Bull and Bear of the Day (Zacks)
06:30AM	Bear of the Day: Shoe Carnival (SCVL) (Zacks)
Aug-28-25 10:00AM	Earnings Preview: Shoe Carnival (SCVL) Q2 Earnings Expected to Decline (Zacks)
08:10AM	Best Buy (BBY) Q2 Earnings and Revenues Surpass Estimates (Zacks)
Aug-26-25 11:51AM	Shoe Carnival (SCVL) Stock Trades Down, Here Is Why (StockStory)
12:41AM	3 Cash-Producing Stocks We Keep Off Our Radar (StockStory)
Aug-21-25 04:15PM	Shoe Carnival to Report Second Quarter Financial Results on September 4, 2025 (Business Wire) +5.66%
Aug-20-25 12:33AM	1 Unpopular Stock That Should Get More Attention and 2 Facing Headwinds (StockStory)
Aug-13-25 05:45PM	Shoe Carnival, Arhaus, Warby Parker, Zumiez, and Academy Sports Shares Skyrocket, What You Need To Know (StockStory)
Aug-05-25 12:35AM	3 Stocks Under $50 That Fall Short (StockStory)
Aug-01-25 01:56PM	Shoe Carnival, Zumiez, America's Car-Mart, OneWater, and Dillard's Shares Are Falling, What You Need To Know (StockStory)
Jul-29-25 09:40AM	Are Investors Undervaluing Shoe Carnival (SCVL) Right Now? (Zacks)
Jul-23-25 04:33AM	Shoe Carnival enhances online shopping with AI search integration (Retail Insight Network)
12:35AM	1 Profitable Stock on Our Buy List and 2 We Ignore (StockStory)
Jul-22-25 02:46PM	Shoe Carnival redefines digital experience (Chain Store Age) +6.10%
11:24AM	Shoe Carnival integrates AI-powered search on merchandising platform (Chain Store Age)
09:00AM	Shoe Carnival: Revolutionizing retail using a new composable, headless commerce strategy with Algolia and Amplience (Business Wire)
Jul-16-25 12:05AM	Shoe Carnival (SCVL): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
Jun-30-25 06:10AM	Shoe Carnival Declares Quarterly Cash Dividend (Business Wire)
Jun-27-25 12:31AM	3 Russell 2000 Stocks in the Doghouse (StockStory)
Jun-18-25 11:37PM	Q1 Footwear Retailer Earnings Review: First Prize Goes to Shoe Carnival (NASDAQ:SCVL) (StockStory)
Jun-05-25 07:31AM	Shoe Carnival CEO: Shoe Station is the future of our store base (Retail Dive)
Jun-03-25 01:33PM	Shoe Carnivals Former CFO Kerry Jackson Returns to Spearhead M&A Activity + More (Footwear News)
Jun-02-25 04:10PM	Shoe Carnival Appoints Kerry Jackson as Senior Vice President, New Business Development (Business Wire)
May-31-25 03:01AM	Shoe Carnival Inc (SCVL) Q1 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
May-30-25 03:32PM	Shoe Carnival CEO Is Upbeat About Back-to-school: Heres Why (Footwear News)
12:40PM	SCVL Q1 Earnings Call: Shoe Station Outperforms Amid Industry Headwinds, Expansion Accelerates (StockStory)
12:36PM	Why Shoe Carnival (SCVL) Stock Is Up Today (StockStory)
11:07AM	Shoe Carnival Tops Profit Forecasts as Retailer Continues Rebranding Effort (Investopedia)
10:55AM	Shoe Carnival Stockpiles Inventory To Dodge Tariffs, Ramps Up Rebannering (Benzinga)
10:02AM	Name Game: Shoe Carnival Is Converting More Stores to Shoe Station Banner (Footwear News)
07:20AM	Shoe Carnival (SCVL) Q1 Earnings Surpass Estimates (Zacks)
07:09AM	Shoe Carnival Backs Guidance, Plans Focus on Premium Brands (The Wall Street Journal)

Shoe Carnival, Inc. engages in the retail of footwear products. It offers casual and athletic footwear for men, women, and children. It operates under banners which include Shoe Carnival stores and Shoe Station banner. The company was founded in 1978 and is headquartered in Fort Mill, SC.

Executive Chairman of the BoardMr. J. Wayne Weaver

CFO & Executive VPMr. W. Kerry Jackson CPA

Senior EVP & COOMr. Marc A. Chilton

Executive VP & Chief Merchandising OfficerMs. Tanya E. Gordon

Senior VPMr. Patrick C. Edwards

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
JACKSON W KERRY	EVP - CFO	Apr 02 '26	Buy	16.13	31,000	500,030	215,529	Apr 06 04:06 PM
Guthrie Andrea R.	Director	Oct 15 '25	Sale	20.20	2,477	50,048	24,405	Oct 16 04:11 PM

Open in Screener

BETR

Better Home & Finance Holding Co

May 20 • 04:00PM ET

24.34

-0.92 -3.64 %

Financial • Mortgage Finance • USA • Small • NASD

BETR Better Home & Finance Holding Co daily Stock Chart

Peers: UWMC VEL LDI RKT PFSI

| Held by: VTI IWM VXF IWN VTWO VFMO VFH IWC ITOT VTWV

Index	RUT	P/E	-	EPS (ttm)	-11.76	Insider Own	55.27%	Shs Outstand	13.09M	Perf Week	-16.07%
Market Cap	459.14M	Forward P/E	124.82	EPS next Y	0.20	Insider Trans	2.58%	Shs Float	8.44M	Perf Month	-47.71%
Enterprise Value	1.10B	PEG	2.21	EPS next Q	-1.44	Inst Own	26.25%	Short Float	24.92%	Perf Quarter	-23.12%
Income	-185.63M	P/S	2.22	EPS this Y	44.30%	Inst Trans	18.06%	Short Ratio	3.84	Perf Half Y	-53.75%
Sales	207.06M	P/B	53.70	EPS next Y	103.33%	ROA	-12.83%	Short Interest	2.10M	Perf YTD	-25.29%
Book/sh	0.45	P/C	6.23	EPS next 5Y	56.40%	ROE	-611.05%	52W High	94.06 -74.12%	Perf Year	81.64%
Cash/sh	3.91	P/FCF	-	EPS past 3/5Y	- -257.48%	ROIC	-89.52%	52W Low	10.81 125.16%	Perf 3Y	-95.22%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	84.15%	Volatility	8.94% 9.53%	Perf 5Y	-95.09%
Dividend TTM	-	EV/Sales	5.29	EPS Y/Y TTM	13.27%	Oper. Margin	-55.06%	ATR (14)	3.46	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.20	Sales Y/Y TTM	50.09%	Profit Margin	-89.65%	RSI (14)	32.67	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.20	EPS Q/Q	-28.54%	SMA20	-30.42%	Beta	1.76	Target Price	46.50
Payout	-	Debt/Eq	83.13	Sales Q/Q	9.86%	SMA50	-30.90%	Rel Volume	1.18	Prev Close	25.26
Employees	1329	LT Debt/Eq	23.25	Earnings	May 07 BMO	SMA200	-37.55%	Avg Volume	547.41K	Price	24.34
IPO	Apr 30, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-73.19% 0.60%	Trades		Volume	647,430	Change	-3.64%

Date	Action	Analyst	Rating Change	Price Target Change
May-04-26	Initiated	Needham	Buy	$53
Oct-06-25	Initiated	Northland Capital	Market Perform

May-08-26 08:30AM	Better Home & Finance Holding Company Q1 2026 Earnings Call Summary (Moby)
May-07-26 07:00AM	Better Home & Finance Holding Company Announces First Quarter 2026 Results (Business Wire) -28.51%
May-04-26 09:43AM	AMD downgraded, Airbnb upgraded: Wall Street's top analyst calls (The Fly) -6.33%
Apr-29-26 02:00PM	Better Home Equity Card Powered by Stripe Enables Easy Access to HELOC Funds and Introduces a Modern Access Layer Across the $21.4 Trillion Home Equity Market (Business Wire) -7.25%
Apr-23-26 08:30AM	Better Home & Finance Holding Company to Announce First Quarter 2026 Results on May 7, 2026 (Business Wire) -10.42%
05:34PM	Loading…
Apr-08-26 05:34PM	Better Home and Finance CEO, Chairman and Executive Team Purchase BETR Stock (Business Wire) -21.93% -7.90%
09:25AM	Better Home & Finance Holding Company Reports $1.64B in Preliminary Funded Loan Volume for Q1 2026, Exceeding Prior Guidance; Strengthens Balance Sheet and Announces Strategic Actions to Drive Profitable Growth (Business Wire)
06:34AM	Better Home & Finance Holding Company Announces Pricing of Public Offering of Class A Common Stock (Business Wire)
Apr-07-26 08:00AM	Better Mortgage Renews and Increases Warehouse Facility to $350 Million, Grows Total Warehouse Capacity to $850 Million (Business Wire) +11.10%
Mar-31-26 08:00AM	Better Mortgage Doubles Warehouse Facility to $350 Million, Expanding Total Warehouse Capacity to $750 Million (Business Wire) +6.68%
Mar-27-26 04:47PM	Crypto Ends The Week In The Red As Market Volatility Continues (CryptoProwl) -7.43% +8.90%
Mar-26-26 11:04AM	Mortgage giant Fannie Mae will soon accept crypto-backed homebuying loans (Yahoo Finance) +5.41%
09:49AM	Coinbase Offers Crypto Mortgages To Homebuyers (CryptoProwl)
08:30AM	Better and Coinbase Launch the First Token-Backed, Conforming Mortgage (Business Wire)
Mar-25-26 04:30PM	Better Home & Finance Holding Company Appoints Hugh Frater, Former Fannie Mae CEO and BlackRock Founding Partner, to Board of Directors (Business Wire) +9.90%
09:30AM	Loading…
09:30AM	HighTechLending and Better Expand Access to Home Equity Loans Through EquitySelect HELOC (PR Newswire)
Mar-18-26 01:18PM	Better Home & Finance Holding Company to Present at the 38th Annual ROTH Conference (Business Wire) -8.81%
Mar-13-26 03:01PM	Better Home & Finance Holding Co (BETR) Q4 2025 Earnings Call Highlights: Surging Revenue ... (GuruFocus.com) -6.03%
07:00AM	Better Home & Finance Holding Company Announces Fourth Quarter 2025 Results (Business Wire)
Mar-10-26 05:30PM	loanDepot (LDI) Reports Q4 Loss, Misses Revenue Estimates (Zacks) +7.09%
Mar-05-26 01:30PM	Better Announces First Conversational Credit Decision Engine in ChatGPT with OpenAI (Business Wire) +6.30%
Mar-04-26 06:15PM	OTC Markets Group Inc. (OTCM) Q4 Earnings and Revenues Beat Estimates (Zacks)
Mar-02-26 05:45PM	Tree.com (TREE) Reports Q4 Loss, Beats Revenue Estimates (Zacks) +6.38% -5.97%
04:30PM	Better Home & Finance Holding Company to Announce Fourth Quarter and Full Year 2025 Results (Business Wire)
Feb-25-26 09:00AM	ElevenLabs and Better.com Showcase Success of AI Loan Agent, Betsy, at Scale in Financial Services (Business Wire) +8.87%
Feb-23-26 05:00PM	Better and Framework Ventures Announce Strategic Partnership to Enable Deployment of $500MM into Better via Sky's Stablecoin Ecosystem (Business Wire) -5.91%
Feb-18-26 04:30PM	Better Home & Finance Holding Company Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire)
Feb-09-26 12:04PM	Strength Seen in Tree.com (TREE): Can Its 10.5% Jump Turn into More Strength? (Zacks)
Feb-08-26 07:15AM	Vanguard warns Americans get Roth conversions wrong. Heres a more precise strategy for current investors (Moneywise)
Feb-03-26 10:56AM	Better Home hires Zeta, IBM alum for CFO role (CFO Dive)
08:00AM	Loading…
Feb-02-26 08:00AM	Better Welcomes Loveen Advani as Chief Financial Officer (Business Wire) -11.35%
Jan-27-26 09:09AM	Better Mortgage Renews $175 Million Warehouse Facility on Improved Terms; Reaffirms Volume and Earnings Guidance (Business Wire) +7.81%
Jan-22-26 09:00AM	Better Marks One-Year Partnership with NEO Home Loans - NEO Loan Officers See 91% Growth in Funded Loans 6 Months After Implementing Tinman AI Platform (Business Wire)
Jan-16-26 02:57PM	Better Home & Finance CEO Highlights GenAI Gains, Tinman Platform Push at Needham Conference (MarketBeat) -7.52%
Jan-09-26 06:21PM	These Are the 3 Biggest Financial Stock Winners of 2025. Can They Carry the Momentum Into 2026? (Motley Fool) +6.49%
02:36PM	These Stocks Rally As Trump Targets Lower Mortgage Rates (Investor's Business Daily)
Jan-07-26 08:00AM	Better Home & Finance Holding Company to Participate in the 28th Annual Needham Growth Conference (Business Wire)
Jan-06-26 08:00AM	BetterLife Pharma to Participate in YAFO Capital Access Asia Partnering Forum During JPM Week in San Francisco (TMX Newsfile)
Dec-31-25 01:30PM	Opendoor, Carvana, Nextdoor: Why Eric Jackson is bullish (Yahoo Finance Video)
Dec-19-25 06:45AM	Better Home & Finance Holding Company Welcomes Barry Feierstein as Chief Operating Officer (Business Wire) -6.57%
Dec-11-25 08:24PM	Tracking the Top-Performing Russell 2000 Stocks Against the Zacks Rank (Zacks) -13.98%
08:00AM	BetterLife Pharma Announces Engagement with Shanghai-Based YAFO Capital (TMX Newsfile)
Dec-10-25 02:50PM	This Hedge Fund Founder Helped Fuel Opendoor's Meme Rally. His Next Target Is Nextdoor (Investopedia) +6.39%
10:03AM	Nextdoor Surges After Investor Behind Opendoor Meme Rally Takes Bullish Stance (Bloomberg)
Dec-08-25 06:00PM	How much does a Fed rate cut save homebuyers? Expert explains. (Yahoo Finance Video)
Dec-04-25 08:00AM	BetterLife Pharma Highlights Advantages of BETR-001 - a Potent Neuroplastogen (NewMediaWire) +12.55%
Nov-25-25 08:00AM	BetterLife Pharma Welcomes Daniel Carcillo as Corporate Advisor (NewMediaWire)
Nov-13-25 08:15AM	Better Home & Finance Holding Company (BETR) Reports Q3 Loss, Misses Revenue Estimates (Zacks)
07:00AM	Better Home & Finance Holding Company Announces Third Quarter 2025 Results (Business Wire)
Nov-06-25 07:10AM	Walker & Dunlop (WD) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
Nov-04-25 09:00AM	Better.coms Keith Soura Named a 2025 HousingWire Tech Trendsetter (Business Wire) -11.04%
Nov-03-25 05:55PM	Federal Agricultural Mortgage (AGM) Beats Q3 Earnings and Revenue Estimates (Zacks)
Oct-28-25 04:05PM	Better Home & Finance Holding Company to Announce Third Quarter 2025 Results (Business Wire)
09:00AM	Better Named Among Top Innovators in Banking at The Inaugural 2025 Money Awards (Business Wire)
Oct-27-25 10:51AM	Opendoor Technologies Roars Back to Life. Is A Bigger Rally Next? (24/7 Wall St.)
Oct-23-25 09:00AM	NEO Home Loans Appoints Bri Lees as Head of Marketing to Lead Brand and Growth Across Advisor-First Platform (Business Wire) +30.55%
Oct-22-25 07:00AM	BetterLife Pharma Appoints Doug Drysdale as Corporate Advisor (NewMediaWire) -11.96%
Oct-21-25 10:35AM	Strength Seen in Better Home & Finance Holding Company (BETR): Can Its 28.5% Jump Turn into More Strength? (Zacks) -7.99%
09:00AM	Better Launches Wholesale HELOC and CES Platform to Offer Higher Approvals and Lower Interest Rates for Customers of Traditional Mortgage Brokers - Signs 10 Mortgage Broker Partners Leading the Industry Forward (Business Wire)
Oct-14-25 08:00AM	Finance of America Partners with Better.com to Leverage Tinman AI Platform - Expanding Home Equity Product Suite for Homeowners Over 55 (Business Wire)
08:00AM	Finance of America Partners with Better.com to Expand Home Equity Offerings Through AI-Powered Tinman Platform (Business Wire)
Oct-08-25 11:24AM	Better Home & Finance Holding Company (BETR): A Bull Case Theory (Insider Monkey)
Oct-07-25 09:00AM	Top 1% Mortgage Veteran Jim Juergens Joins NEO Home Loans powered by Better to Leverage Scalable, Value-Driven Platform Positioned for Industry Disruption (Business Wire)
Oct-06-25 04:15PM	Pennymac Announces Organizational Changes (Business Wire)
09:00AM	Better.com's Leah Price Named One of Mortgage Banker's Most Powerful Women in Mortgage Banking (Business Wire)
08:00AM	Small Stocks Shoot Higher Here Are 7 Up The Most (Investor's Business Daily)
Sep-30-25 11:21AM	Former SPAC Jumps Into Barcharts Top 100 Stocks to Buy: Should You? (Barchart)
09:00AM	Better.com's AI-Driven HELOC Underwriting Makes Approval with "Bank Statements Only" Possible for 36.2M Self-Employed or Small Business Owner Americans (Business Wire)
Sep-28-25 08:30AM	AI stock pickers just got an important reminder (Yahoo Finance)
Sep-26-25 10:18AM	Better.com CEO talks growth outlook, AI underwriting, Fed rates (Yahoo Finance Video) -5.27%
04:35AM	This Artificial Intelligence (AI) Stock Has Doubled in a Week. Could It Be the Next Opendoor? (Motley Fool)
Sep-23-25 03:23PM	Robinhood CIO says investors should watch Opendoor and Better Home stocks carefully (Yahoo Finance) +35.55%
02:09PM	This Stock Could Be the Shopify of Mortgages. Should You Buy It Here? (Barchart)
12:30PM	Meme stocks vs. crypto: How retail investors are trading (Yahoo Finance Video)
11:04AM	Move Over Opendoor Stock. This Housing Company Is About to Be the Next Big Thing. (Barchart)
10:36AM	Better Home surges, Boeing & China, Omnicare: Trending Tickers (Yahoo Finance Video)
10:14AM	Better Home stock skyrockets on praise from Opendoor bull (Yahoo Finance Video)
Sep-22-25 05:14PM	Why Opendoor Technologies Stock Was Falling Today (Motley Fool) +46.61%
03:43PM	Nvidia & OpenAI, Better Home, Opendoor: Trending Tickers (Yahoo Finance Video)
01:24PM	Better Home & Finance stock soars after Eric Jacksons bullish call (Investing.com)
12:41PM	Better Home & Finance stock soars again as investor behind Opendoor rally calls it 'Shopify of mortgages' (Yahoo Finance)
12:41PM	Better Home & Finance stock soars after investor behind Opendoor rally calls it the 'Shopify of mortgages' (Yahoo Finance)
12:41PM	Better Home & Finance stock doubles after investor behind Opendoor rally calls it the 'Shopify of mortgages' (Yahoo Finance)
Sep-10-25 09:00AM	Better.com Grows Home Equity Products 166% YOY While Helping Homeowners Pay Off Over $193 Million in Debt (Business Wire)
Aug-27-25 04:05PM	Better Home & Finance Holding Company to Participate in the 2025 Zelman Housing Summit (Business Wire)
Aug-25-25 09:00AM	Better.com President & COO Chad Smith Recognized in LA Times Studios' 2025 Orange County Executive Leadership Awards (Business Wire) +9.56%
Aug-18-25 09:00AM	NEO Home Loans Division Leader, Josh Mettle, Helps 82 Families in One Month Citing Technology Efficiencies and Team Synergy (Business Wire)
Aug-07-25 07:00AM	Better Home & Finance Holding Company Announces Second Quarter 2025 Results (Business Wire) -9.20%
Aug-06-25 05:50PM	Zillow Group (ZG) Q2 Earnings Miss Estimates (Zacks)
Aug-05-25 04:05PM	Better Home & Finance Holding Company to Participate in the Oppenheimer 28th Annual Virtual Technology, Internet & Communications Conference (Business Wire)
Aug-04-25 04:05PM	Better.com Selected as Finalist for the 2025 Finovate Awards (Business Wire)
Jul-31-25 05:50PM	Rocket Companies (RKT) Beats Q2 Earnings and Revenue Estimates (Zacks)
Jul-17-25 04:35PM	Better Home & Finance Holding Company to Announce Second Quarter 2025 Results (Business Wire)
Jul-16-25 08:30AM	Better.com's AI agent, Betsy Selected as Finalist for Inman's 2025 Innovator Award (Business Wire)
Jul-01-25 10:00AM	Houlihan Lokey Strengthens Capital Solutions Group With Veteran Hire (Business Wire)
Jun-24-25 07:47PM	Better CEO Vishal Garg Receives Inman's 2025 Best of Finance Award (Business Wire)
Jun-10-25 08:00AM	Better Appoints Leah Price to Lead Tinman AI Platform - Tinman to Disrupt Encompass and Entire Mortgage Software Stack (Business Wire)
May-14-25 03:10AM	Better Home & Finance Holding Co (BETR) Q1 2025 Earnings Call Highlights: Strong Revenue ... (GuruFocus.com)
May-13-25 06:45AM	Better Home & Finance Holding Company Announces First Quarter 2025 Results (Business Wire)
May-02-25 01:08PM	Why Better Home & Finance Holding Company (BETR) Is Surging in 2025 (Insider Monkey)

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

FounderMr. Vishal Garg

General CounselMs. Paula A. Tuffin

President & COO of Better Mortgage CorporationMr. Chad M. Smith

CFO and Principal Financial & Accounting OfficerMr. Loveen Advani

Chief Operating OfficerMr. Barry S. Feierstein

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Garg Vishal	Chief Executive Officer	May 20 '26	Buy	25.00	15,600	389,994	102,660	May 20 08:31 PM
Garg Vishal	Chief Executive Officer	May 18 '26	Buy	24.87	15,600	387,989	87,060	May 18 06:57 PM
Advani Loveen	Chief Financial Officer	May 12 '26	Buy	30.55	400	12,220	510	May 13 05:21 PM
Advani Loveen	Chief Financial Officer	May 11 '26	Buy	31.25	100	3,125	110	May 13 05:21 PM
Talwar Harit	Director	May 08 '26	Buy	30.43	3,000	91,290	39,698	May 11 04:19 PM
Smith Chad M.	Pres & COO, Better Mortgage	May 06 '26	Option Exercise	0.00	5,000	0	5,000	May 08 08:20 PM
Smith Chad M.	Pres & COO, Better Mortgage	May 08 '26	Sale	30.16	2,455	74,054	21,061	May 08 08:20 PM
CHAD M SMITH	OFFICER	May 08 '26	Proposed Sale	30.16	2,455	74,054		May 08 04:46 PM
Garg Vishal	Chief Executive Officer	May 07 '26	Buy	30.00	6,583	197,485	71,460	May 07 08:52 PM
Framework Ventures IV L.P.	10% Owner	Apr 10 '26	Buy	32.96	54,384	1,792,497	1,006,696	Apr 10 07:40 PM
Talwar Harit	Director	Apr 09 '26	Buy	32.89	5,000	164,432	36,698	Apr 09 05:29 PM
Garg Vishal	Chief Executive Officer	Apr 08 '26	Buy	35.05	10,000	350,519	64,877	Apr 08 07:54 PM
Orn Jonsson Sigurgeir	Chief Technology Officer	Apr 08 '26	Buy	36.09	1,000	36,089	3,497	Apr 08 04:09 PM
Advani Loveen	Chief Financial Officer	Apr 08 '26	Buy	35.50	10	355	10	Apr 08 04:05 PM
MENON BHASKAR	Director	Apr 08 '26	Buy	34.13	590	20,140	2,090	Apr 08 03:44 PM
Talwar Harit	Director	Apr 08 '26	Buy	33.34	1,000	33,340	31,698	Apr 08 02:09 PM
Talwar Harit	Director	Apr 02 '26	Buy	35.24	5,000	176,218	30,698	Apr 06 05:20 PM
Garg Vishal	Chief Executive Officer	Mar 25 '26	Buy	29.90	2,217	66,298	54,877	Mar 25 05:48 PM
Garg Vishal	Chief Executive Officer	Mar 23 '26	Buy	29.49	10,600	312,566	42,060	Mar 24 06:01 PM
Garg Vishal	Chief Executive Officer	Mar 24 '26	Buy	28.90	10,600	306,366	52,660	Mar 24 06:01 PM
Framework Ventures IV L.P.	10% Owner	Mar 23 '26	Buy	29.60	40,000	1,184,000	952,312	Mar 23 07:51 PM
Framework Ventures IV L.P.	10% Owner	Mar 19 '26	Buy	28.48	53,000	1,509,440	912,312	Mar 19 07:18 PM
Garg Vishal	Chief Executive Officer	Mar 15 '26	Option Exercise	0.00	3,167	0	33,212	Mar 17 06:37 PM
Tuffin Paula	General Counsel and CCO	Mar 15 '26	Option Exercise	0.00	3,167	0	39,527	Mar 17 06:33 PM
Smith Chad M.	Pres & COO, Better Mortgage	Mar 15 '26	Option Exercise	0.00	4,834	0	7,401	Mar 17 06:30 PM
Smith Chad M.	Pres & COO, Better Mortgage	Mar 16 '26	Sale	29.80	2,567	76,503	20,949	Mar 17 06:30 PM
Smith Chad M.	Pres & COO, Better Mortgage	Mar 17 '26	Sale	28.51	2,374	67,690	18,575	Mar 17 06:30 PM
CHAD M SMITH	OFFICER	Mar 17 '26	Proposed Sale	28.51	2,374	67,690		Mar 17 03:23 PM
Framework Ventures IV L.P.	10% Owner	Mar 16 '26	Buy	29.55	25,000	738,750	859,312	Mar 16 08:04 PM
CHAD M SMITH	OFFICER	Mar 16 '26	Proposed Sale	29.80	2,567	76,503		Mar 16 03:54 PM
Framework Ventures IV L.P.	10% Owner	Mar 13 '26	Buy	34.12	29,494	1,006,335	834,312	Mar 13 07:09 PM
Framework Ventures IV L.P.	10% Owner	Mar 11 '26	Buy	39.73	21,598	858,089	804,818	Mar 11 09:23 PM
Framework Ventures IV L.P.	10% Owner	Mar 09 '26	Buy	35.46	10,000	354,600	571,908	Mar 11 09:23 PM
Nicholas J. Calamari	CAO and Senior Counsel	Mar 01 '26	Option Exercise	0.00	3,167	0	34,402	Mar 03 07:32 PM
Garg Vishal	Chief Executive Officer	Mar 01 '26	Option Exercise	0.00	3,167	0	31,364	Mar 03 07:30 PM
Tuffin Paula	General Counsel and CCO	Mar 01 '26	Option Exercise	0.00	3,167	0	37,563	Mar 03 07:29 PM
Smith Chad M.	Pres & COO, Better Mortgage	Mar 01 '26	Option Exercise	0.00	4,833	0	4,833	Mar 03 07:28 PM
Smith Chad M.	Pres & COO, Better Mortgage	Feb 17 '26	Sale	30.07	6,000	180,448	15,590	Feb 18 08:46 PM
CHAD M SMITH	OFFICER	Feb 17 '26	Proposed Sale	30.07	6,000	180,448		Feb 17 03:08 PM
Tuffin Paula	General Counsel and CCO	Feb 12 '26	Sale	28.67	8,018	229,880	42,487	Feb 13 04:15 PM
Smith Chad M.	Pres & COO, Better Mortgage	Feb 06 '26	Option Exercise	0.00	5,000	0	5,000	Feb 10 07:16 PM
Smith Chad M.	Pres & COO, Better Mortgage	Feb 10 '26	Sale	27.98	2,056	57,527	19,534	Feb 10 07:16 PM
CHAD M SMITH	OFFICER	Feb 10 '26	Proposed Sale	27.98	2,056	57,527		Feb 10 02:50 PM
Garg Vishal	Chief Executive Officer	Feb 01 '26	Option Exercise	0.00	3,166	0	16,209	Feb 03 06:57 PM
Nicholas J. Calamari	CAO and Senior Counsel	Feb 01 '26	Option Exercise	0.00	3,166	0	19,247	Feb 03 06:55 PM
Tuffin Paula	General Counsel and CCO	Feb 01 '26	Option Exercise	0.00	3,166	0	29,364	Feb 03 06:52 PM
Smith Chad M.	Pres & COO, Better Mortgage	Feb 01 '26	Option Exercise	0.00	4,833	0	4,833	Feb 03 06:51 PM
Smith Chad M.	Pres & COO, Better Mortgage	Feb 03 '26	Sale	27.06	3,097	83,805	18,493	Feb 03 06:51 PM
CHAD M SMITH	OFFICER	Feb 03 '26	Proposed Sale	27.06	3,097	83,805		Feb 03 04:47 PM
Smith Chad M.	Pres & COO, Better Mortgage	Jan 15 '26	Sale	36.70	6,000	220,221	21,590	Jan 20 05:03 PM
CHAD M SMITH	OFFICER	Jan 15 '26	Proposed Sale	36.70	6,000	220,221		Jan 15 12:34 PM
Tuffin Paula	General Counsel and CCO	Jan 12 '26	Sale	38.55	8,000	308,385	26,198	Jan 14 04:07 PM
Smith Chad M.	Pres & COO, Better Mortgage	Jan 06 '26	Sale	35.15	2,843	99,918	27,590	Jan 08 09:35 PM
CHAD M SMITH	OFFICER	Jan 06 '26	Proposed Sale	35.15	2,843	99,917		Jan 06 03:00 PM
Smith Chad M.	Pres & COO, Better Mortgage	Jan 01 '26	Option Exercise	0.00	4,834	0	4,834	Jan 05 08:46 PM
Tuffin Paula	General Counsel and CCO	Jan 01 '26	Option Exercise	0.00	3,167	0	35,511	Jan 05 08:44 PM
Nicholas J. Calamari	CAO and Senior Counsel	Jan 01 '26	Option Exercise	0.00	3,167	0	17,526	Jan 05 08:43 PM
Garg Vishal	Chief Executive Officer	Jan 01 '26	Option Exercise	0.00	3,167	0	14,488	Jan 05 08:42 PM
MENON BHASKAR	Director	Dec 30 '25	Buy	33.94	1,500	50,910	1,500	Jan 02 05:11 PM
Smith Chad M.	Pres & COO, Better Mortgage	Dec 15 '25	Sale	40.48	6,000	242,877	27,590	Dec 15 05:25 PM
Smith Chad M.	Pres & COO, Better Mortgage	Dec 12 '25	Sale	47.67	2,378	113,359	33,590	Dec 15 05:25 PM
Tuffin Paula	General Counsel and CCO	Dec 11 '25	Sale	46.56	8,000	372,510	32,344	Dec 15 05:24 PM
CHAD M SMITH	OFFICER	Dec 15 '25	Proposed Sale	40.48	6,000	242,878		Dec 15 03:39 PM
CHAD M SMITH	OFFICER	Dec 12 '25	Proposed Sale	47.67	2,378	113,359		Dec 12 01:58 PM
Paula A. Tuffin	Affiliate	Dec 11 '25	Proposed Sale	50.63	24,000	1,215,120		Dec 11 06:34 PM
Nicholas J. Calamari	CAO and Senior Counsel	Dec 01 '25	Option Exercise	0.00	3,167	0	16,111	Dec 03 08:57 PM
Garg Vishal	Chief Executive Officer	Dec 01 '25	Option Exercise	0.00	3,167	0	13,073	Dec 03 08:56 PM
Tuffin Paula	General Counsel and CCO	Dec 01 '25	Option Exercise	0.00	3,167	0	41,964	Dec 03 08:56 PM
Smith Chad M.	Pres & COO, Better Mortgage	Dec 01 '25	Option Exercise	0.00	4,833	0	4,833	Dec 03 08:55 PM
Kevin Ryan	Officer	Nov 26 '25	Proposed Sale	45.94	7,948	365,108		Nov 26 01:59 PM
Kevin Ryan	Officer	Nov 24 '25	Proposed Sale	44.52	20,000	890,341		Nov 24 12:31 PM
Kevin Ryan	Officer	Nov 17 '25	Proposed Sale	53.86	12,755	687,007		Nov 17 03:33 PM
Smith Chad M.	Pres & COO, Better Mortgage	Nov 06 '25	Option Exercise	0.00	5,000	0	12,757	Nov 10 09:19 PM
RYAN KEVIN J	Chief Financial Officer	Nov 01 '25	Option Exercise	0.00	4,833	0	62,432	Nov 04 09:17 PM
Nicholas J. Calamari	CAO and Senior Counsel	Nov 01 '25	Option Exercise	0.00	3,166	0	14,507	Nov 04 09:15 PM
Tuffin Paula	General Counsel and CCO	Nov 01 '25	Option Exercise	0.00	3,166	0	40,309	Nov 04 09:14 PM
Garg Vishal	Chief Executive Officer	Nov 01 '25	Option Exercise	0.00	3,166	0	11,657	Nov 04 09:11 PM
Smith Chad M.	Pres & COO, Better Mortgage	Nov 01 '25	Option Exercise	0.00	4,833	0	10,212	Nov 04 09:08 PM
Nicholas J. Calamari	CAO and Senior Counsel	Oct 06 '25	Sale	59.28	12,528	742,687	11,341	Oct 08 04:03 PM
Nicholas J. Calamari	CAO and Senior Counsel	Oct 06 '25	Sale	59.28	4,890	289,888	0	Oct 08 04:03 PM
Smith Chad M.	Pres & COO, Better Mortgage	Oct 01 '25	Option Exercise	0.00	4,834	0	7,834	Oct 03 07:05 PM
Nicholas J. Calamari	CAO and Senior Counsel	Oct 01 '25	Option Exercise	0.00	3,167	0	12,618	Oct 03 07:01 PM
RYAN KEVIN J	Chief Financial Officer	Oct 01 '25	Option Exercise	0.00	4,834	0	59,502	Oct 03 07:01 PM
Tuffin Paula	General Counsel and CCO	Oct 01 '25	Option Exercise	0.00	3,167	0	38,288	Oct 03 07:00 PM
Garg Vishal	Chief Executive Officer	Oct 01 '25	Option Exercise	0.00	3,167	0	10,243	Oct 03 06:59 PM
PBRA, LLC	10% Owner	Sep 22 '25	Sale	50.31	995,660	50,088,432	0	Sep 24 06:55 PM
Nicholas J. Calamari	CAO and Senior Counsel	Sep 04 '25	Sale	21.86	12,527	273,896	9,451	Sep 08 09:35 PM
Nicholas J. Calamari	CAO and Senior Counsel	Sep 04 '25	Sale	21.86	4,892	106,961	0	Sep 08 09:35 PM
Nicholas J. Calamari	Officer	Sep 04 '25	Proposed Sale	22.66	34,847	789,633		Sep 04 05:08 PM
RYAN KEVIN J	Chief Financial Officer	Sep 01 '25	Option Exercise	0.00	4,833	0	56,570	Sep 03 04:11 PM
Smith Chad M.	Pres & COO, Better Mortgage	Sep 01 '25	Option Exercise	0.00	4,833	0	31,827	Sep 03 04:10 PM
Garg Vishal	Chief Executive Officer	Sep 01 '25	Option Exercise	0.00	3,167	0	8,828	Sep 03 04:09 PM
Nicholas J. Calamari	CAO and Senior Counsel	Sep 01 '25	Option Exercise	0.00	3,167	0	10,728	Sep 03 04:08 PM
Tuffin Paula	General Counsel and CCO	Sep 01 '25	Option Exercise	0.00	3,167	0	12,910	Sep 03 04:07 PM
Smith Chad M.	Pres & COO, Better Mortgage	Aug 06 '25	Option Exercise	0.00	5,000	0	29,533	Aug 08 02:39 PM
RYAN KEVIN J	Chief Financial Officer	Aug 01 '25	Option Exercise	0.00	4,833	0	53,639	Aug 05 07:54 PM
RYAN KEVIN J	Chief Financial Officer	Jul 01 '25	Option Exercise	0.00	14,500	0	54,512	Aug 05 07:54 PM
Smith Chad M.	Pres & COO, Better Mortgage	Aug 01 '25	Option Exercise	0.00	4,833	0	26,988	Aug 05 07:53 PM
Smith Chad M.	Pres & COO, Better Mortgage	Jul 01 '25	Option Exercise	0.00	14,500	0	27,344	Aug 05 07:53 PM
Garg Vishal	Chief Executive Officer	Aug 01 '25	Option Exercise	0.00	3,166	0	7,412	Aug 05 07:52 PM

KYN Kayne Anderson Energy Infrastructure Fund Inc daily Stock Chart

Peers: TYG UTF UTG BGR PEO

| Held by: FCEF CEFZ CEFS CCEF SYZ

Index	-	P/E	-	EPS (ttm)	-0.28	Insider Own	0.70%	Shs Outstand	169.13M	Perf Week	1.56%
Market Cap	2.43B	Forward P/E	-	EPS next Y	-	Insider Trans	16.55%	Shs Float	167.87M	Perf Month	8.47%
Enterprise Value	-	PEG	-	EPS next Q	-	Inst Own	35.26%	Short Float	0.04%	Perf Quarter	4.82%
Income	-	P/S	24.41	EPS this Y	-	Inst Trans	-	Short Ratio	0.17	Perf Half Y	19.70%
Sales	99.35M	P/B	0.90	EPS next Y	-	ROA	-	Short Interest	0.07M	Perf YTD	15.83%
Book/sh	15.90	P/C	-	EPS next 5Y	-	ROE	-	52W High	14.69 -2.38%	Perf Year	16.68%
Cash/sh	-	P/FCF	-	EPS past 3/5Y	27.45% -	ROIC	-	52W Low	11.31 26.79%	Perf 3Y	76.38%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	3.66% -	Gross Margin	-	Volatility	1.91% 1.76%	Perf 5Y	76.17%
Dividend TTM	0.98 (6.87%)	EV/Sales	-	EPS Y/Y TTM	572.57%	Oper. Margin	-	ATR (14)	0.27	Perf 10Y	-24.33%
Dividend Ex-Date	May 15, 2026	Quick Ratio	-	Sales Y/Y TTM	36.73%	Profit Margin	-	RSI (14)	58.29	Recom	-
Dividend Gr. 3/5Y	7.40% 0.64%	Current Ratio	-	EPS Q/Q	-	SMA20	2.33%	Beta	0.68	Target Price	-
Payout	-	Debt/Eq	-	Sales Q/Q	8.50%	SMA50	2.83%	Rel Volume	0.94	Prev Close	14.55
Employees	-	LT Debt/Eq	-	Earnings	-	SMA200	12.06%	Avg Volume	420.63K	Price	14.34
IPO	Sep 28, 2004	Option/Short	Yes / Yes	EPS/Sales Surpr.	- -	Trades		Volume	392,705	Change	-1.44%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-10-20	Upgrade	BofA/Merrill	Underperform → Neutral
Aug-09-18	Downgrade	BofA/Merrill	Buy → Neutral
Feb-16-16	Downgrade	Ladenburg Thalmann	Buy → Neutral
Dec-07-15	Downgrade	BofA/Merrill	Buy → Neutral
Nov-25-13	Reiterated	Ladenburg Thalmann	Buy	$46 → $48
May-15-13	Reiterated	Ladenburg Thalmann	Buy	$43 → $46
Nov-15-10	Initiated	Ladenburg Thalmann	Buy	$34
Nov-02-10	Initiated	Robert W. Baird	Outperform	$30
Aug-31-10	Upgrade	Wunderlich	Hold → Buy	$28 → $29
Jun-25-10	Upgrade	Wunderlich	Hold → Buy	$27
Mar-29-10	Downgrade	Wunderlich	Buy → Hold	$26 → $27
Dec-17-09	Downgrade	Wunderlich	Buy → Hold
Sep-02-09	Initiated	Wunderlich	Buy	$24

Show Previous Ratings

May-12-26 04:20PM	Kayne Anderson Energy Infrastructure Fund Announces Appointment of Michael J. Hennigan as New Independent Director (GlobeNewswire)
May-01-26 05:55PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of April 30, 2026 (GlobeNewswire)
07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.085 Per Share for May 2026 (GlobeNewswire)
Apr-01-26 05:00PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of March 31, 2026 (GlobeNewswire)
07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.085 Per Share for April 2026 (GlobeNewswire)
06:15PM	Loading…
Mar-03-26 06:15PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios As of February 28, 2026 (GlobeNewswire)
Mar-02-26 07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.085 per Share for March 2026 (GlobeNewswire)
Feb-19-26 04:20PM	Kayne Anderson Energy Infrastructure Renews $175 Million Revolving Credit Facility (GlobeNewswire)
Feb-02-26 06:50PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of January 31, 2026 (GlobeNewswire)
07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.085 per Share for February 2026 (GlobeNewswire)
Jan-23-26 07:00PM	Kayne Anderson Energy Infrastructure Fund Files 2025 Annual Report (GlobeNewswire)
Jan-20-26 04:20PM	Kayne Anderson Energy Infrastructure Fund Announces Tax Characterization of 2025 Distributions (GlobeNewswire)
Jan-02-26 05:45PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios as of December 31, 2025 (GlobeNewswire)
Dec-18-25 04:15PM	Kayne Anderson Energy Infrastructure Fund Announces Increase in Monthly Distribution (GlobeNewswire)
Dec-02-25 05:40PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of November 30, 2025 (GlobeNewswire)
07:50AM	Loading…
Dec-01-25 07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 per Share for December 2025 (GlobeNewswire)
Nov-03-25 06:45PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of October 31, 2025 (GlobeNewswire)
07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 Per Share for November 2025 (GlobeNewswire)
Oct-15-25 04:20PM	Kayne Anderson Energy Infrastructure Fund Completes Private Placement of $100 Million of Notes (GlobeNewswire)
Oct-01-25 05:25PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of September 30, 2025 (GlobeNewswire)
07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 per Share for October 2025 (GlobeNewswire)
Sep-17-25 04:20PM	Kayne Anderson Energy Infrastructure Fund Prices Private Placement of $100 Million of Notes (GlobeNewswire)
Sep-03-25 07:40PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of August 31, 2025 (GlobeNewswire)
Sep-02-25 07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 per Share for September 2025 (GlobeNewswire)
Aug-01-25 04:40PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios as of July 31, 2025 (GlobeNewswire)
07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 per Share for August 2025 (GlobeNewswire)
Jul-01-25 07:10PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of June 30, 2025 (GlobeNewswire)
07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 Per Share for July 2025 (GlobeNewswire)
Jun-03-25 07:00PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of May 31, 2025 (GlobeNewswire)
Jun-02-25 07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 Per Share for June 2025 (GlobeNewswire)
04:15PM	Loading…
May-27-25 04:15PM	Kayne Anderson Energy Infrastructure Fund Announces Appointment of New Independent Directors (GlobeNewswire)
May-01-25 06:30PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of April 30, 2025 (GlobeNewswire)
07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 per Share for May 2025 (GlobeNewswire)
Apr-26-25 08:41AM	KYN: A Good Place To Wait Out The Storm (Seeking Alpha)
Apr-23-25 12:47PM	Weekly Closed-End Fund Roundup: CUBA Jumping On CLO Bandwagon (April 13, 2025) (Seeking Alpha)
08:00AM	U.S. LNG Dealmaking Picks Up With Benefits For Midstream (Seeking Alpha)
Apr-22-25 05:30AM	Midstream Growth Outlook: Increasing Natural Gas Demand (Seeking Alpha)
Apr-18-25 11:05AM	Midstream Fundamentals Vs. Tariffs And Market Turmoil (Seeking Alpha)
Apr-16-25 08:00AM	Midstream/MLPs 2024 Leverage Ratios On Target (Seeking Alpha)
Apr-15-25 08:00AM	Midstream/MLP Dividends Steady As Markets Swing (Seeking Alpha)
Apr-08-25 08:00AM	Tariff Tantrum: Addressing Questions On Oil And Midstream (Seeking Alpha)
Apr-01-25 05:45PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of March 31, 2025 (GlobeNewswire)
09:25AM	Why Most 'MLP ETFs' Own Less Than 25% MLPs (Seeking Alpha)
07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 Per Share for April 2025 (GlobeNewswire)
Mar-23-25 09:15AM	KYN: 7.5% Yield On Midstream Energy, 12% Discount (SeekingAlpha)
Mar-22-25 11:43PM	When It Comes To Investing, Nobody's Perfect, But Two Out Of Three Ain't Bad (SeekingAlpha)
Mar-04-25 05:50PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of February 28, 2025 (GlobeNewswire)
Mar-03-25 07:50AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 Per Share for March 2025 (GlobeNewswire)
Feb-20-25 04:20PM	Kayne Anderson Energy Infrastructure Fund Enters Into $175 Million Revolving Credit Facility (GlobeNewswire)
Feb-03-25 06:30PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of January 31, 2025 (GlobeNewswire)
08:00AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.08 Per Share for February 2025 (GlobeNewswire)
Jan-27-25 07:02PM	Kayne Anderson Energy Infrastructure Fund Files 2024 Annual Report (GlobeNewswire)
Jan-17-25 04:25PM	Kayne Anderson Energy Infrastructure Fund Announces Tax Characterization of 2024 Distributions (GlobeNewswire)
Jan-02-25 08:10PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios as of December 31, 2024 (GlobeNewswire)
Dec-03-24 07:50PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios at November 30, 2024 (GlobeNewswire)
Nov-01-24 06:35PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios at October 31, 2024 (GlobeNewswire)
Oct-10-24 04:20PM	Kayne Anderson Energy Infrastructure Fund Announces Change to Monthly Distributions and Announces Distributions (GlobeNewswire)
Oct-01-24 05:51PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios at September 30, 2024 (GlobeNewswire)
Sep-19-24 04:55PM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.24 Per Share for Q3 2024 (GlobeNewswire)
Sep-18-24 04:20PM	Kayne Anderson Energy Infrastructure Fund Completes Private Placement of $70 Million of Notes and $30 Million of Mandatory Redeemable Preferred Shares (GlobeNewswire)
Sep-04-24 07:10PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios at August 31, 2024 (GlobeNewswire)
Aug-13-24 06:20PM	Kayne Anderson Energy Infrastructure Fund Prices Private Placement of $70 Million of Notes and $30 Million of Mandatory Redeemable Preferred Shares (GlobeNewswire)
Aug-01-24 06:45PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at July 31, 2024 (GlobeNewswire)
Jul-01-24 06:40PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios at June 30, 2024 (GlobeNewswire)
Jun-18-24 05:20PM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.22 per Share for Q2 2024 (GlobeNewswire)
Jun-04-24 07:00PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios at May 31, 2024 (GlobeNewswire)
May-20-24 04:20PM	Kayne Anderson Energy Infrastructure Fund Completes Private Placement of $75 Million of Notes (GlobeNewswire)
May-01-24 07:00PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios at April 30, 2024 (GlobeNewswire)
Apr-01-24 07:30PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios At March 31, 2024 (GlobeNewswire)
Mar-26-24 05:45PM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.22 per Share for Q1 2024 (GlobeNewswire)
Mar-04-24 08:15PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios at February 29, 2024 (GlobeNewswire)
Feb-22-24 06:05PM	Kayne Anderson Energy Infrastructure Fund Enters Into $135 Million Revolving Credit Facility (GlobeNewswire)
Feb-21-24 04:30PM	Kayne Anderson Energy Infrastructure Fund Prices Private Placement of $75 Million of Notes (GlobeNewswire)
Feb-01-24 08:20PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios at January 31, 2024 (GlobeNewswire)
Jan-25-24 09:10PM	Kayne Anderson Energy Infrastructure Fund Files 2023 Annual Report (GlobeNewswire)
Jan-19-24 04:20PM	Kayne Anderson Announces Tax Characterization of 2023 Distributions (GlobeNewswire)
Jan-10-24 04:20PM	Kayne Anderson Energy Infrastructure Fund Announces Completion of Private Placement of $25 Million of Notes (GlobeNewswire)
Jan-02-24 06:55PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces Its Net Asset Value and Asset Coverage Ratios at December 31, 2023 (GlobeNewswire)
Dec-19-23 06:05PM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.22 per Share for Q4 2023 (GlobeNewswire)
Dec-04-23 07:35PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at November 30, 2023 (GlobeNewswire)
Nov-13-23 09:15AM	Kayne Anderson Energy Infrastructure Fund Announces Completion of Merger with Kayne Anderson NextGen Energy & Infrastructure (GlobeNewswire)
Nov-07-23 08:35AM	Kayne Anderson Energy Infrastructure Fund and Kayne Anderson NextGen Energy & Infrastructure Announce Preliminary Results of Election of Merger Consideration (GlobeNewswire)
Nov-01-23 06:40PM	Kayne Anderson Energy Infrastructure Fund and Kayne Anderson NextGen Energy & Infrastructure Announce Approval of Proposed Merger (GlobeNewswire)
05:05PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at October 31, 2023 (GlobeNewswire)
Oct-02-23 06:25PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at September 30, 2023 (GlobeNewswire)
Sep-20-23 05:30PM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.21 per Share for Q3 2023 (GlobeNewswire)
Sep-05-23 09:48PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at August 31, 2023 (GlobeNewswire)
Aug-01-23 07:20PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at July 31, 2023 (GlobeNewswire)
Jul-03-23 03:30PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at June 30, 2023 (GlobeNewswire)
Jun-14-23 06:10PM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.21 per Share for Q2 2023 (GlobeNewswire)
May-01-23 06:30PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at April 30, 2023 (GlobeNewswire)
Apr-24-23 04:20PM	Kayne Anderson Energy Infrastructure Fund and Kayne Anderson NextGen Energy & Infrastructure Announce Updated Terms for Proposed Merger (GlobeNewswire)
Apr-03-23 06:45PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at March 31, 2023 (GlobeNewswire)
Mar-27-23 07:30AM	Kayne Anderson Energy Infrastructure Fund and Kayne Anderson NextGen Energy & Infrastructure Announce Proposed Merger (GlobeNewswire)
07:00AM	Kayne Anderson Energy Infrastructure Fund Announces Distribution of $0.21 per Share for Q1 2023 (GlobeNewswire)
Mar-02-23 06:50PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at February 28, 2023 (GlobeNewswire)
Feb-24-23 06:40PM	Kayne Anderson Energy Infrastructure Fund Enters Into $175 Million Revolving Credit Facility (GlobeNewswire)
Feb-01-23 09:05PM	Kayne Anderson Energy Infrastructure Fund Provides Unaudited Balance Sheet Information and Announces its Net Asset Value and Asset Coverage Ratios at January 31, 2023 (GlobeNewswire)
Jan-26-23 06:45PM	Kayne Anderson Closed-End Funds File 2022 Annual Reports (GlobeNewswire)
Jan-24-23 07:00PM	Kayne Anderson Closed-End Funds Announce Tax Characterization of 2022 Distributions (GlobeNewswire)

Kayne Anderson MLP Investment Company is a closed ended equity mutual fund launched and managed by KA Fund Advisors, LLC. It is co-managed by Kayne Anderson Capital Advisors, L.P. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the energy sector. The fund primarily invests in energy-related master limited partnerships. Kayne Anderson MLP Investment Company was formed on June 4, 2004 and is domiciled in the United States.

ChairmanMr. James Charles Baker Jr.

Co-Chairman of Kayne Anderson Capital Advisors LPMr. Robert Vose Sinnott

CFO & TreasurerMr. A. Colby Parker CPA

Managing Director of ComplianceMr. Mark V. Mangilit

Executive Vice PresidentMr. Ron M. Logan Jr.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Parker Austin Colby	CFO and Treasurer	May 13 '26	Buy	13.99	2,500	34,975	14,623	May 13 01:18 PM
Baker James C	President	Apr 27 '26	Buy	13.57	25,000	339,250	1,003,019	Apr 27 03:08 PM
Little Harrison James	Executive Vice President	Apr 17 '26	Buy	13.19	5,000	65,950	20,662	Apr 20 02:11 PM
Baker James C	President	Apr 08 '26	Buy	13.67	25,000	341,750	978,019	Apr 08 03:30 PM
Baker James C	President	Mar 27 '26	Buy	14.38	25,000	359,500	936,040	Mar 27 02:54 PM
Parker Austin Colby	CFO and Treasurer	Mar 25 '26	Buy	14.32	2,500	35,800	12,011	Mar 25 05:53 PM
Baker James C	President	Mar 20 '26	Buy	13.99	25,000	349,642	911,040	Mar 23 12:23 PM
Little Harrison James	Executive Vice President	Mar 19 '26	Buy	14.12	5,000	70,575	15,599	Mar 19 04:05 PM
Ladhani Holli C.	Director	Feb 23 '26	Buy	13.89	3,600	50,004	3,600	Feb 24 11:32 AM
Baker James C	President	Nov 24 '25	Buy	11.74	25,000	293,500	886,040	Nov 24 04:27 PM
Baker James C	President	Nov 19 '25	Buy	11.81	25,000	295,250	861,040	Nov 19 05:40 PM
MEARS MICHAEL N	Director	Oct 06 '25	Buy	12.24	10,000	122,365	10,000	Oct 06 03:37 PM
Parker Austin Colby	CFO and Treasurer	Sep 22 '25	Buy	12.18	2,500	30,438	9,167	Sep 22 04:26 PM
Baker James C	President	Aug 20 '25	Buy	12.20	25,000	305,000	836,040	Aug 20 05:24 PM
O'Neil Michael J	Executive VP & Secretary	Aug 20 '25	Buy	12.20	1,050	12,810	10,440	Aug 20 05:20 PM
Baker James C	President	Jul 21 '25	Buy	12.31	25,000	307,750	811,040	Jul 21 05:16 PM
O'Neil Michael J	Executive VP & Secretary	Jul 09 '25	Buy	12.43	1,000	12,430	9,390	Jul 09 01:41 PM
Baker James C	President	Jun 27 '25	Buy	12.59	25,000	314,845	786,040	Jun 27 02:41 PM
Little Harrison James	Executive Vice President	Jun 11 '25	Buy	12.36	5,000	61,802	10,000	Jun 11 04:35 PM

Open in Screener

FUL

H.B. Fuller Company

May 20 • 04:00PM ET

59.07

+2.16 3.80 %

Basic Materials • Specialty Chemicals • USA • Mid • NYSE

FUL H.B. Fuller Company daily Stock Chart

Peers: RPM KWR HUN NEU SCL

| Held by: IJR VTI VB IWM VBR VXF SDY SPSM IJS IWN

Index	RUT	P/E	20.40	EPS (ttm)	2.90	Insider Own	0.44%	Shs Outstand	54.48M	Perf Week	-0.47%
Market Cap	3.22B	Forward P/E	11.49	EPS next Y	5.14	Insider Trans	2.20%	Shs Float	54.25M	Perf Month	-6.55%
Enterprise Value	5.19B	PEG	1.26	EPS next Q	1.38	Inst Own	105.47%	Short Float	5.43%	Perf Quarter	-9.47%
Income	159.76M	P/S	0.93	EPS this Y	11.21%	Inst Trans	1.05%	Short Ratio	5.13	Perf Half Y	4.98%
Sales	3.46B	P/B	1.56	EPS next Y	9.03%	ROA	3.14%	Short Interest	2.94M	Perf YTD	-0.66%
Book/sh	37.91	P/C	29.83	EPS next 5Y	9.13%	ROE	8.32%	52W High	68.63 -13.93%	Perf Year	4.98%
Cash/sh	1.98	P/FCF	22.13	EPS past 3/5Y	-5.59% 3.11%	ROIC	3.86%	52W Low	48.71 21.27%	Perf 3Y	-10.20%
Dividend Est.	0.80 (1.36%)	EV/EBITDA	9.22	Sales past 3/5Y	-2.51% 4.48%	Gross Margin	31.88%	Volatility	2.53% 2.85%	Perf 5Y	-11.39%
Dividend TTM	0.95 (1.61%)	EV/Sales	1.50	EPS Y/Y TTM	43.21%	Oper. Margin	11.01%	ATR (14)	1.95	Perf 10Y	36.11%
Dividend Ex-Date	Apr 30, 2026	Quick Ratio	1.15	Sales Y/Y TTM	-2.57%	Profit Margin	4.62%	RSI (14)	46.34	Recom	2.00
Dividend Gr. 3/5Y	7.92% 7.43%	Current Ratio	1.92	EPS Q/Q	60.36%	SMA20	-1.86%	Beta	0.94	Target Price	70.43
Payout	33.79%	Debt/Eq	1.01	Sales Q/Q	-2.26%	SMA50	-0.45%	Rel Volume	0.63	Prev Close	56.91
Employees	7100	LT Debt/Eq	1.01	Earnings	Mar 25 AMC	SMA200	-1.84%	Avg Volume	573.41K	Price	59.07
IPO	Nov 01, 1982	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.72% -1.80%	Trades		Volume	365,448	Change	3.80%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-21-25	Initiated	UBS	Neutral	$60
Oct-22-25	Upgrade	Citigroup	Neutral → Buy	$70
Sep-26-25	Upgrade	Seaport Research Partners	Neutral → Buy	$80
Apr-17-25	Upgrade	Robert W. Baird	Neutral → Outperform	$60
Mar-05-25	Downgrade	Seaport Research Partners	Buy → Neutral
Jan-06-25	Downgrade	Vertical Research	Buy → Hold
Mar-19-24	Initiated	Vertical Research	Buy	$88
Oct-17-23	Downgrade	Robert W. Baird	Outperform → Neutral	$80
Sep-11-23	Initiated	Citigroup	Neutral	$78
Feb-03-23	Upgrade	Citigroup	Neutral → Buy	$72 → $85
Jun-24-22	Downgrade	JP Morgan	Neutral → Underweight	$70 → $52
Apr-18-22	Upgrade	Deutsche Bank	Hold → Buy	$72 → $85
Apr-14-22	Upgrade	Robert W. Baird	Neutral → Outperform	$85
Jan-21-22	Downgrade	JP Morgan	Overweight → Neutral	$75 → $73
Jan-04-22	Downgrade	Robert W. Baird	Outperform → Neutral	$77 → $85
Jun-25-21	Downgrade	Citigroup	Buy → Neutral	$71 → $68
Jan-04-21	Upgrade	Robert W. Baird	Neutral → Outperform	$55 → $65
Dec-18-20	Upgrade	Citigroup	Neutral → Buy	$50 → $61
Apr-17-20	Upgrade	JP Morgan	Neutral → Overweight	$34
Jan-24-20	Upgrade	Citigroup	Sell → Neutral	$46 → $50

Show Previous Ratings

May-06-26 10:00AM	H.B. Fuller Announces Aerospace Manufacturing Center of Excellence (Business Wire)
Apr-21-26 10:15AM	3 Dividend Aristocrats That Look Cheap and Just Hiked Payouts (Barrons.com)
Apr-16-26 03:21PM	H.B. Fuller Increases Quarterly Dividend by 4.3 Percent (Business Wire)
Mar-26-26 08:30AM	H.B. Fuller Company Q1 2026 Earnings Call Summary (Moby)
Mar-25-26 04:05PM	H.B. Fuller Reports First Quarter 2026 Results (Business Wire) +6.54%
05:30AM	Loading…
05:30AM	Cintas headlines Wednesday's earnings slate (MarketWatch)
04:28AM	Stock Market Today: Stock futures trim gains on report Iran rejects cease-fire plan (MarketWatch)
Mar-19-26 04:05PM	H.B. Fuller Announces Global Price Adjustment to Support Supply Continuity and Customer Partnership (Business Wire)
Mar-11-26 04:05PM	H.B. Fuller to Report First Quarter 2026 Results on March 25, 2026 (Business Wire)
Mar-09-26 07:55PM	Arq, Inc. (ARQ) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
Feb-28-26 10:52AM	H.B. Fuller Company (FUL): A Bull Case Theory (Insider Monkey)
Feb-04-26 08:34AM	Are Options Traders Betting on a Big Move in H. B. Fuller Stock? (Zacks) +5.71%
Jan-24-26 06:20AM	Seaport Research Highlights Margin Progress at H.B. Fuller (FUL), Flags Growth Uncertainty (Insider Monkey)
Jan-22-26 11:14AM	H.B. Fuller Announces Quarterly Dividend (Business Wire)
Jan-15-26 06:00PM	H.B. Fuller Co (FUL) Q4 2025 Earnings Call Highlights: Strong EBITDA Growth Amid Economic Challenges (GuruFocus.com)
01:27PM	Loading…
01:27PM	H. B. Fuller Q4 Earnings Call Highlights (MarketBeat)
Jan-14-26 05:30PM	H. B. Fuller (FUL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
04:05PM	H.B. Fuller Reports Fourth Quarter and Fiscal Year 2025 Results (Business Wire)
Jan-09-26 09:15AM	Insights Into H. B. Fuller (FUL) Q4: Wall Street Projections for Key Metrics (Zacks)
Dec-31-25 09:00AM	H.B. Fuller to Report Fourth Quarter and Fiscal Year 2025 Results on January 14, 2026 (Business Wire)
Dec-18-25 06:46PM	H.B. Fuller Has Raised Its Dividend for 33 Years but Growth Is Slowing (24/7 Wall St.)
Oct-21-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Grand Ole Opry Celebrates 100th Anniversary (PR Newswire)
Oct-13-25 10:09AM	H.B. Fuller Introduces Fuller Impact to Strengthen Community Partnerships Worldwide (Business Wire)
Oct-08-25 08:00AM	H.B. Fuller Further Strengthens Board with Appointment of MedTech Leader Celine Martin to Support Growth in Medical Market (Business Wire)
Oct-07-25 11:00AM	H.B. Fuller Announces Upcoming Investor Day on October 20th (Business Wire)
Oct-02-25 01:38PM	H.B. Fuller Announces Quarterly Dividend (Business Wire)
02:33AM	H.B. Fuller Company (FUL) Beats Q3 Earnings Estimates, Trims 2025 Guidance (Insider Monkey)
Sep-25-25 05:01PM	H.B. Fuller Co (FUL) Q3 2025 Earnings Call Highlights: Margin Expansion and EPS Growth Amid ... (GuruFocus.com)
Sep-24-25 05:30PM	Here's What Key Metrics Tell Us About H. B. Fuller (FUL) Q3 Earnings (Zacks)
05:15PM	H. B. Fuller (FUL) Beats Q3 Earnings and Revenue Estimates (Zacks)
04:05PM	Loading…
04:05PM	H.B. Fuller Reports Third Quarter 2025 Results (Business Wire)
09:15AM	H.B. Fuller Co (FUL) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
07:56AM	How To Earn $500 A Month From H.B. Fuller Stock Ahead Of Q3 Earnings (Benzinga)
05:14AM	KB Home headlines Wednesday's earnings (MarketWatch)
04:17AM	Stock Market Today: Dow, S&P 500 and Nasdaq eye gains after techs stocks' worst day in nearly a month amid AI spending concerns and Fed chief's valuation warning. (MarketWatch)
Sep-23-25 07:00PM	Fedspeak, KB Home earnings, new home sales: What to Watch (Yahoo Finance Video)
09:15AM	H.B. Fuller Co (FUL) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Sep-19-25 07:00PM	Costco earnings, Fedspeak, PCE: What to Watch (Yahoo Finance Video)
09:15AM	H. B. Fuller (FUL) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Sep-10-25 04:05PM	H.B. Fuller to Report Third Quarter 2025 Results on September 24, 2025 (Business Wire)
Aug-26-25 08:10AM	Daqo New Energy (DQ) Reports Q2 Loss, Lags Revenue Estimates (Zacks)
Jul-30-25 04:02AM	EVA Films Company Evaluation Report 2024-2025: 3M, H.B. Fuller, and Hanwha Group Lead Innovations in EVA Film Technology (GlobeNewswire)
Jul-17-25 11:04AM	H.B. Fuller Announces Quarterly Dividend (Business Wire)
Jun-27-25 03:02AM	H.B. Fuller Co (FUL) Q2 2025 Earnings Call Highlights: Strong Margin Expansion Amid Revenue ... (GuruFocus.com)
Jun-26-25 11:44AM	These Stocks Are Moving the Most Today: Nvidia, Micron, Palantir, Coinbase, Worthington Steel, H.B. Fuller, and More (Barrons.com) +10.78%
06:01AM	Micron Technology shares rise after earnings, and other early movers (MarketWatch)
Jun-25-25 05:30PM	H. B. Fuller (FUL) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
05:20PM	H. B. Fuller (FUL) Tops Q2 Earnings and Revenue Estimates (Zacks)
04:05PM	H.B. Fuller Reports Second Quarter 2025 Results (Business Wire)
11:40AM	FUL vs. HWKN: Which Stock Is the Better Value Option? (Zacks)
09:16AM	What To Expect From H.B. Fuller Co (FUL) Q2 2025 Earnings (GuruFocus.com)
05:49AM	Micron Technology headlines earnings slate (MarketWatch)
05:03AM	Stock Market Today: S&P 500 to open a fraction shy of record, Dow and Nasdaq steady after latest rally; Fed's Powell to give second session of testimony. (MarketWatch)
Jun-24-25 09:15AM	H.B. Fuller Co (FUL) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
05:43AM	H.B. Fuller releases 2024 sustainability report (Packaging Gateway)
Jun-23-25 09:00AM	H.B. Fuller Announces 2024 Sustainability Report (Business Wire)
Jun-19-25 09:15AM	What Analyst Projections for Key Metrics Reveal About H. B. Fuller (FUL) Q2 Earnings (Zacks)
Jun-11-25 04:05PM	H.B. Fuller to Report Second Quarter 2025 Results on June 25, 2025 (Business Wire)
May-29-25 05:35AM	Zacks Industry Outlook Highlights H.B. Fuller, Hawkins and Perimeter Solutions (Zacks)
May-28-25 10:24AM	MITER Brands Wins H.B. Fuller's 2025 Customer Innovation Award (Business Wire)
07:28AM	3 Chemical Specialty Stocks to Escape Industry Headwinds (Zacks)
May-22-25 11:40AM	FUL or HWKN: Which Is the Better Value Stock Right Now? (Zacks)
May-13-25 09:40AM	Are Investors Undervaluing H. B. Fuller (FUL) Right Now? (Zacks)
May-06-25 11:40AM	FUL vs. PPG: Which Stock Is the Better Value Option? (Zacks)
Apr-26-25 01:53AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 27 (Seeking Alpha)
Apr-23-25 09:58AM	2025 Dividend Kings: Weathering Tariff Volatility Better Than The Market (Seeking Alpha)
Apr-21-25 10:55AM	Dividend Boosts and Buybacks: Signs of Strength From These Firms (MarketBeat)
10:09AM	Do Options Traders Know Something About H.B. Fuller Stock We Don't? (Zacks)
Apr-20-25 03:14PM	IBM, Parker-Hannifin Among 10 Companies To Announce Dividend Increases In Second Half Of April (Seeking Alpha)
Apr-19-25 01:25AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 20 (Seeking Alpha)
Apr-16-25 10:00AM	Ingenuity in Action: H.B. Fuller Announces 2025 Customer Innovation Awards Winners (Business Wire)
Apr-15-25 12:00PM	H.B. Fuller Increases Quarterly Dividend by 5.6 Percent (Business Wire)
Apr-10-25 06:47AM	Why H.B. Fuller Could Be Incredibly Undervalued Here After Tariff Trends (Seeking Alpha)
Apr-05-25 11:00AM	Markets Watch Out For Core CPI With Big Banks Set To Report Earnings (Seeking Alpha)
Mar-30-25 05:52PM	Procter & Gamble, Johnson & Johnson Among 10 Companies To Announce Dividend Increases In First Half Of April (Seeking Alpha)
Mar-28-25 10:01AM	H.B. Fuller Launches Industry-Changing Commercial Roofing Adhesive with First-of-its-Kind Canister Propellent Technology (Business Wire)
09:35AM	Company News for Mar 28, 2025 (Zacks)
03:02AM	H.B. Fuller Co (FUL) Q1 2025 Earnings Call Highlights: Navigating Growth and Challenges (GuruFocus.com)
Mar-27-25 04:59PM	H.B. Fuller Company (FUL) Q1 2025 Earnings Call Transcript (SeekingAlpha) +6.06%
10:06AM	Adhesive Maker HB Fuller Posts Better-Than-Expected Earnings (Investopedia)
Mar-26-25 05:30PM	Here's What Key Metrics Tell Us About H. B. Fuller (FUL) Q1 Earnings (Zacks)
05:20PM	H. B. Fuller (FUL) Q1 Earnings and Revenues Surpass Estimates (Zacks)
04:22PM	H. B. Fuller: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	H.B. Fuller Reports First Quarter 2025 Results (Business Wire)
Mar-21-25 12:59PM	2025 Dividend Kings: Strong Run Continues (SeekingAlpha)
Mar-19-25 10:00AM	Analysts Estimate H. B. Fuller (FUL) to Report a Decline in Earnings: What to Look Out for (Zacks)
Mar-12-25 04:05PM	H.B. Fuller to Report First Quarter 2025 Results on March 26, 2025 (Business Wire)
Mar-10-25 01:03AM	H.B. Fuller Company (FUL): Among the Best Mid-Cap Value Stocks to Buy According to Analysts (Insider Monkey)
Feb-23-25 11:29AM	Is H.B. Fuller Company (FUL) The Best 52-Week Low Stock To Buy Now According to Short Sellers? (Insider Monkey)
Feb-07-25 09:45AM	Adhesives Manufacturer to Ax 72 Facilities in Cost-Cutting Blitz (IEN)
Feb-05-25 06:35AM	HB Fuller plans to slash production, offload 27 plants by 2030 (Manufacturing Dive)
Jan-23-25 10:30AM	H.B. Fuller Announces Quarterly Dividend (Business Wire)
Jan-17-25 02:02AM	H.B. Fuller Co (FUL) Q4 2024 Earnings Call Highlights: Navigating Challenges with Strategic Optimism (GuruFocus.com)
Jan-15-25 05:30PM	H. B. Fuller (FUL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:15PM	H. B. Fuller (FUL) Q4 Earnings Meet Estimates (Zacks)
04:23PM	H. B. Fuller: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	H.B. Fuller Reports Fourth Quarter and Fiscal Year 2024 Results (Business Wire)
07:04AM	Earnings To Watch: H.B. Fuller Co (FUL) Reports Q4 2024 Result (GuruFocus.com)
Jan-14-25 07:05AM	H.B. Fuller Co (FUL) Q4 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Jan-10-25 09:15AM	Insights Into H. B. Fuller (FUL) Q4: Wall Street Projections for Key Metrics (Zacks)

H.B. Fuller Co. engages in the manufacture and marketing of adhesives, sealants, and other chemical products. It operates through the following business segments: Hygiene, Health, and Consumable Adhesives, Engineering Adhesives, and Construction Adhesives. The Hygiene, Health, and Consumable Adhesives segment supplies adhesive products in the assembly, packaging, converting, nonwoven, hygiene, health and beauty, flexible packaging, graphic arts, and envelope markets. The Engineering Adhesives segment provides adhesives to the transportation, electronics, medical, clean energy, aerospace and defense, performance wood, insulating glass, textile, appliance, and heavy machinery markets. The Construction Adhesives segment manufactures adhesives, sealants, tapes, mortars, and grouts for construction activities. The company was founded by Harvey Benjamin Fuller in 1887 and is headquartered in St. Paul, MN.

PresidentMs. Celeste Beeks Mastin

Executive VP & CFOMr. John J. Corkrean

Senior Vice President of Building Adhesives SolutionsMr. Muhammad Shahbaz Malik

Executive Vice President of Business TransformationMr. Nathanial D. Weaver

Executive Vice President of HygieneMr. James J. East

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Mastin Celeste Beeks	President and CEO	Apr 07 '26	Buy	57.08	5,170	295,104	8,670	Apr 07 04:57 PM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Feb 04 '26	Option Exercise	63.06	519	32,728	4,110	Feb 04 04:27 PM
Weaver Nathan D.	Exec VP, Business Transform.	Jan 27 '26	Option Exercise	59.81	870	52,035	12,007	Jan 29 12:10 PM
Ogunsanya Gregory O.	Sr. VP, GC and Corp Secretary	Jan 27 '26	Option Exercise	59.81	600	35,886	6,487	Jan 29 12:10 PM
Mastin Celeste Beeks	President and CEO	Jan 27 '26	Option Exercise	59.81	7,933	474,473	35,995	Jan 29 12:10 PM
Martsching Robert J	VP, Corporate Controller	Jan 27 '26	Option Exercise	59.81	269	16,089	16,110	Jan 29 12:10 PM
Malik Muhammad Shahbaz	Senior VP, BAS	Jan 27 '26	Option Exercise	59.81	600	35,886	13,889	Jan 29 12:10 PM
Lorenz Laura J	Sr. VP, HR & Communication	Jan 27 '26	Option Exercise	59.81	1,620	96,892	1,620	Jan 29 12:10 PM
East James J.	Executive Vice President, HHC	Jan 27 '26	Option Exercise	59.81	870	52,035	6,050	Jan 29 12:10 PM
Du Xinyu	Sr. VP, Global R&D	Jan 27 '26	Option Exercise	59.81	448	26,795	3,215	Jan 29 12:10 PM
Corkrean John J	Executive VP and CFO	Jan 27 '26	Option Exercise	59.81	1,441	86,186	59,950	Jan 29 12:10 PM
Campe Heather	Sr. VP, International Growth	Jan 27 '26	Option Exercise	59.81	634	37,920	24,814	Jan 29 12:10 PM
Weaver Nathan D.	Exec VP, Business Transform.	Jan 26 '26	Option Exercise	60.07	555	33,339	11,329	Jan 28 11:23 AM
Ogunsanya Gregory O.	Sr. VP, GC and Corp Secretary	Jan 26 '26	Option Exercise	60.07	506	30,395	6,070	Jan 28 11:23 AM
Mastin Celeste Beeks	President and CEO	Jan 26 '26	Option Exercise	60.07	5,851	351,470	30,365	Jan 28 11:23 AM
Martsching Robert J	VP, Corporate Controller	Jan 26 '26	Option Exercise	60.07	176	10,572	15,892	Jan 28 11:23 AM
Malik Muhammad Shahbaz	Senior VP, BAS	Jan 26 '26	Option Exercise	60.07	606	36,402	13,504	Jan 28 11:23 AM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Jan 26 '26	Option Exercise	60.07	149	8,950	3,662	Jan 28 11:23 AM
East James J.	Executive Vice President, HHC	Jan 26 '26	Option Exercise	60.07	692	41,568	5,337	Jan 28 11:23 AM
Du Xinyu	Sr. VP, Global R&D	Jan 26 '26	Option Exercise	60.07	199	11,954	2,828	Jan 28 11:23 AM
Corkrean John J	Executive VP and CFO	Jan 26 '26	Option Exercise	60.07	1,404	84,338	58,940	Jan 28 11:23 AM
Campe Heather	Sr. VP, International Growth	Jan 26 '26	Option Exercise	60.07	563	33,819	24,348	Jan 28 11:23 AM
Lauber Charles T	Director	Jan 24 '26	Option Exercise	60.07	1,351	81,155	1,351	Jan 27 12:59 PM
Weaver Nathan D.	Exec VP, Business Transform.	Jan 24 '26	Option Exercise	60.07	1,833	110,108	11,385	Jan 27 12:59 PM
Mastin Celeste Beeks	President and CEO	Jan 24 '26	Option Exercise	60.07	13,746	825,722	29,865	Jan 27 12:59 PM
Martsching Robert J	VP, Corporate Controller	Jan 24 '26	Option Exercise	60.07	635	38,144	15,918	Jan 27 12:59 PM
Malik Muhammad Shahbaz	Senior VP, BAS	Jan 24 '26	Option Exercise	60.26	1,928	116,187	13,549	Jan 27 12:59 PM
Du Xinyu	Sr. VP, Global R&D	Jan 24 '26	Option Exercise	60.07	536	32,198	2,790	Jan 27 12:59 PM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Jan 24 '26	Option Exercise	60.07	423	25,410	3,708	Jan 27 12:59 PM
Corkrean John J	Executive VP and CFO	Jan 24 '26	Option Exercise	60.07	4,244	254,937	58,890	Jan 27 12:59 PM
East James J.	Executive Vice President, HHC	Jan 24 '26	Option Exercise	60.07	2,508	150,656	5,330	Jan 27 12:59 PM
Campe Heather	Sr. VP, International Growth	Jan 24 '26	Option Exercise	60.07	2,040	122,543	24,374	Jan 27 12:59 PM
Martsching Robert J	VP, Corporate Controller	Dec 31 '25	Option Exercise	59.46	257	15,281	15,356	Jan 05 06:26 PM
Weaver Nathan D.	Exec VP, Business Transform.	Nov 13 '25	Option Exercise	33.38	9,546	318,645	16,516	Nov 14 02:13 PM
Weaver Nathan D.	Exec VP, Business Transform.	Nov 13 '25	Sale	58.38	7,075	413,018	9,441	Nov 14 02:13 PM
Weaver Nathan D.	Officer	Nov 13 '25	Proposed Sale	58.38	7,075	413,018		Nov 13 04:37 PM
Corkrean John J	Executive VP and CFO	Oct 27 '25	Option Exercise	43.48	16,672	724,899	68,868	Oct 28 03:41 PM
Corkrean John J	Executive VP and CFO	Oct 27 '25	Sale	60.31	14,222	857,764	54,646	Oct 28 03:41 PM
Corkrean John J	Officer	Oct 27 '25	Proposed Sale	60.31	14,222	857,765		Oct 27 04:50 PM
Ogunsanya Gregory O.	Sr. VP, GC and Corp Secretary	Oct 04 '25	Option Exercise	59.28	3,892	230,718	6,758	Oct 06 02:28 PM
East James J.	Executive Vice President, HHC	Sep 26 '25	Buy	58.62	31	1,817	2,822	Sep 29 01:57 PM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Aug 08 '25	Option Exercise	33.38	1,099	36,685	4,384	Aug 11 10:56 AM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Aug 08 '25	Sale	56.31	1,099	61,890	3,285	Aug 11 10:56 AM
Magalhaes Joao	Officer	Aug 08 '25	Proposed Sale	56.31	1,099	61,890		Aug 08 05:04 PM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Aug 07 '25	Option Exercise	34.43	1,046	36,014	4,331	Aug 08 09:34 AM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Aug 07 '25	Sale	56.20	1,046	58,788	3,285	Aug 08 09:34 AM
Magalhaes Joao	Officer	Aug 07 '25	Proposed Sale	56.20	1,046	58,787		Aug 07 04:25 PM
Martsching Robert J	VP, Corporate Controller	Jul 10 '25	Option Exercise	33.38	9,546	318,645	24,526	Jul 11 02:10 PM
Martsching Robert J	VP, Corporate Controller	Jul 10 '25	Sale	64.30	9,546	613,852	14,980	Jul 11 02:10 PM
Martsching Robert J	Officer	Jul 10 '25	Proposed Sale	64.30	9,546	613,852		Jul 10 04:23 PM

GAM General American Investors Co Inc daily Stock Chart

Peers: USA ADX RVT CSQ CLM

| Held by: CEFS FCEF

Index	-	P/E	4.37	EPS (ttm)	14.56	Insider Own	7.99%	Shs Outstand	23.99M	Perf Week	-0.95%
Market Cap	1.72B	Forward P/E	-	EPS next Y	-	Insider Trans	6.41%	Shs Float	22.07M	Perf Month	-1.00%
Enterprise Value	-	PEG	-	EPS next Q	-	Inst Own	32.11%	Short Float	0.07%	Perf Quarter	3.80%
Income	-	P/S	70.57	EPS this Y	-	Inst Trans	-	Short Ratio	0.53	Perf Half Y	11.90%
Sales	24.31M	P/B	0.98	EPS next Y	-	ROA	-	Short Interest	0.02M	Perf YTD	8.39%
Book/sh	65.20	P/C	-	EPS next 5Y	-	ROE	-	52W High	66.18 -3.81%	Perf Year	30.85%
Cash/sh	-	P/FCF	-	EPS past 3/5Y	- -	ROIC	-	52W Low	47.76 33.29%	Perf 3Y	100.58%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	1.52% 1.80%	Perf 5Y	106.90%
Dividend TTM	0.45 (0.71%)	EV/Sales	-	EPS Y/Y TTM	-	Oper. Margin	-	ATR (14)	1.10	Perf 10Y	324.49%
Dividend Ex-Date	Nov 17, 2025	Quick Ratio	-	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	51.26	Recom	-
Dividend Gr. 3/5Y	63.48% 22.37%	Current Ratio	-	EPS Q/Q	268.40%	SMA20	-1.00%	Beta	0.88	Target Price	-
Payout	46.94%	Debt/Eq	-	Sales Q/Q	-22.10%	SMA50	2.60%	Rel Volume	1.10	Prev Close	63.11
Employees	-	LT Debt/Eq	-	Earnings	-	SMA200	8.15%	Avg Volume	28.39K	Price	63.66
IPO	Feb 01, 1927	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	31,409	Change	0.87%

Apr-15-26 04:33PM	General American Investors Company, Inc. Quarterly Dividend and Distribution Preferred Stock (Business Wire)
Feb-13-26 04:25PM	General American Investors Files Certified Shareholder Report for Year Ended December 31, 2025 (Business Wire)
Feb-11-26 04:25PM	General American Investors Company Preferred Stock Dividend/Distribution (Business Wire)
Dec-12-25 05:32PM	General American Investors Announces Issue Price for the 2025 Year-End Dividend and Distribution Payable on December 26, 2025 (Business Wire)
Dec-03-25 04:25PM	General American Investors Company Announces: Action Taken by the Board of Directors (Business Wire)
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Nov-05-25 04:25PM	General American Investors Company Declares Year-End Dividends and Distributions on Common and Preferred Stock (Business Wire)
Aug-01-25 04:25PM	General American Investors Files Certified Shareholder Report for Period Ended June 30, 2025 (Business Wire)
Jul-31-25 04:25PM	General American Investors Company Announces Appointment of Sarah M. Ward to Board of Directors (Business Wire)
Jul-23-25 04:25PM	General American Investors Company, Inc. Quarterly Dividend and Distribution on 5.95% Preferred Stock (Business Wire)
May-28-25 02:00AM	Press Release: GAM Investments Strengthens European Equities Platform with Appointment of Leading Investment Team (GlobeNewswire)
May-14-25 01:30PM	Results of the Annual General Meeting of GAM Holding AG (GlobeNewswire)
May-05-25 04:30AM	JCE: Difficult To Recommend This Fund At The Current Price (Seeking Alpha)
May-04-25 08:10AM	ADX: Nearly 10% Yield, Good Discount, And Solid Past Performance (Seeking Alpha)
Apr-19-25 11:38AM	GAM: Tech Exposure Could Mean Short-Term Pain (Seeking Alpha)
Apr-16-25 04:25PM	General American Investors Company, Inc. Common Stock Repurchase and Quarterly Dividend and Distribution Preferred Stock (Business Wire)
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Feb-14-25 04:25PM	General American Investors Files Certified Shareholder Report for Year Ended December 31, 2024 (Business Wire)
Feb-12-25 04:25PM	General American Investors Company Common/Preferred Stock Dividend/Distribution (Business Wire)
Dec-13-24 05:03PM	General American Investors Announces Issue Price for the 2024 Year-End Dividend and Distribution Payable on December 27, 2024 (Business Wire)
Dec-04-24 04:25PM	General American Investors Company Announces: Action Taken by the Board of Directors (Business Wire)
Nov-06-24 04:25PM	General American Investors Company Actions Taken by the Board of Directors (Business Wire)
Oct-28-24 07:02PM	Saba Capital Management, L.P. Expands Stake in General American Investors Co Inc (GuruFocus.com)
Aug-05-24 04:15PM	General American Investors Files Certified Shareholder Report for Period Ended June 30, 2024 (Business Wire)
Jul-24-24 04:25PM	General American Investors Company, Inc. Quarterly Dividend and Distribution on 5.95% Preferred Stock (Business Wire)
May-03-24 04:25PM	General American Investors Reports Net Assets as of March 31, 2024 (Business Wire)
Apr-24-24 04:25PM	General American Investors Company, Inc. Quarterly Dividend and Distribution on 5.95% Preferred Stock (Business Wire)
Mar-05-24 06:15AM	General American Investors Announces Change of Date for 2024 Annual Meeting of Stockholders (Business Wire)
Feb-16-24 04:25PM	General American Investors Files Certified Shareholder Report for Year Ended December 31, 2023 (Business Wire)
Jan-25-24 04:25PM	General American Investors Company Announces Action Taken by the Board of Directors (Business Wire)
Jan-24-24 04:25PM	General American Investors Company Preferred Stock Dividend/Distribution (Business Wire)
Dec-15-23 05:09PM	General American Investors Announces Issue Price for the 2023 Year-End Dividend and Distribution Payable on December 28, 2023 (Business Wire)
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Dec-07-23 04:25PM	General American Investors Company Announces Action Taken by the Board of Directors (Business Wire)
Dec-06-23 04:25PM	General American Investors Company Announces: Actions Taken by the Board of Directors (Business Wire)
Nov-01-23 04:15PM	General American Investors Company Declares Year-End Dividends and Distributions on Common and Preferred Stock (Business Wire)
Oct-31-23 04:15PM	General American Investors Reports Net Assets as of September 30, 2023 (Business Wire)
Aug-03-23 04:30PM	General American Investors Files Certified Shareholder Report for Period Ended June 30, 2023 (Business Wire)
Jul-26-23 04:35PM	General American Investors Company Announces Actions Taken by the Board of Directors (Business Wire)
May-02-23 04:25PM	General American Investors Reports Net Assets as of March 31, 2023 (Business Wire)
Apr-26-23 04:25PM	General American Investors Company, Inc. Quarterly Dividend and Distribution on 5.95% Preferred Stock (Business Wire)
Feb-20-23 07:07AM	Oshkosh Stock Isn't as Cheap as It Looks (Motley Fool)
Feb-17-23 04:25PM	General American Investors Files Certified Shareholder Report for Year Ended December 31, 2022 (Business Wire)
Feb-10-23 04:55PM	Why Oshkosh Stock Fell on Friday (Motley Fool)
Jan-25-23 04:25PM	General American Investors Company Preferred Stock Dividend/Distribution (Business Wire)
Dec-16-22 05:03PM	General American Investors Announces Issue Price for the 2022 Year-End Dividend and Distribution Payable on December 29, 2022 (Business Wire)
Dec-07-22 04:25PM	General American Investors Company Announces: Actions Taken by the Board of Directors (Business Wire)
Nov-06-22 07:24AM	General American Investors Company (NYSE:GAM) Is Paying Out Less In Dividends Than Last Year (Simply Wall St.)
Nov-02-22 04:25PM	General American Investors Company Declares Year-End Dividends and Distributions on Common and Preferred Stock (Business Wire)
Oct-31-22 04:15PM	General American Investors Reports Net Assets as of September 30, 2022 (Business Wire)
Aug-05-22 04:25PM	General American Investors Files Certified Shareholder Report for Period Ended June 30, 2022 (Business Wire)
Jul-27-22 04:25PM	General American Investors Company Announces Actions Taken by the Board of Directors (Business Wire)
May-02-22 04:25PM	General American Investors Reports Net Assets as of March 31, 2022 (Business Wire)
Apr-20-22 04:25PM	General American Investors Company, Inc. Quarterly Dividend and Distribution on 5.95% Preferred Stock (Business Wire)
Mar-30-22 08:45AM	Ad hoc announcement - GAM Holding AG: Fund Management Services Update (GlobeNewswire)
08:03AM	Former GAM star Tim Haywood breached rules over Greensill, UK regulator finds (Financial Times)
Mar-28-22 12:12PM	Greensill offered GAM share options as it pitched for funding (Financial Times)
Feb-18-22 04:25PM	General American Investors Files Certified Shareholder Report for Year Ended December 31, 2021 (Business Wire)
Jan-26-22 04:25PM	General American Investors Company Common/Preferred Stock Dividend/Distribution (Business Wire)
Jan-25-22 09:38AM	Integrated Capital Management, Inc. Buys Invesco Optimum Yield Diversified Commodity, SPDR ... (GuruFocus.com)
Jan-12-22 01:08PM	General American Investors Company, Inc. -- Moody's announces completion of a periodic review of ratings of General American Investors Company, Inc. (Moody's)
Dec-17-21 09:40PM	CORRECTING and REPLACING General American Investors Announces Issue Price for the 2021 Year-End Dividend and Distribution Payable on December 30, 2021 (Business Wire)
Dec-08-21 04:35PM	General American Investors Company Announces: Actions Taken by the Board of Directors (Business Wire)
Nov-03-21 04:35PM	General American Investors Company Declares Year-End Dividends and Distributions on Common and Preferred Stock (Business Wire)
Nov-01-21 05:00PM	General American Investors Reports Net Assets as of September 30, 2021 (Business Wire)
Aug-05-21 04:25PM	General American Investors Files Certified Shareholder Report for Period Ended June 30, 2021 (Business Wire)
Jul-28-21 04:46PM	General American Investors Company Announces Actions Taken by the Board of Directors (Business Wire)
Jun-18-21 08:58PM	Is General American Investors Company, Inc. (GAM) A Good Stock To Buy? (Insider Monkey)
May-03-21 04:25PM	General American Investors Reports Net Assets as of March 31, 2021 (Business Wire)
Apr-29-21 04:25PM	General American Investors Company, Inc. Quarterly Dividend and Distribution on 5.95% Preferred Stock (Business Wire)
Feb-19-21 04:25PM	General American Investors Files Certified Shareholder Report for Year Ended December 31, 2020 (Business Wire)
Jan-27-21 04:25PM	General American Investors Company Common/Preferred Stock Dividend/Distribution (Business Wire)
Jan-22-21 04:31PM	General American Investors Company, Inc. -- Moody's announces completion of a periodic review of ratings of General American Investors Company, Inc. (Moody's)
Dec-31-20 04:25PM	General American Investors Company Announces Appointment of Savannah Sachs to Board of Directors (Business Wire)
Dec-18-20 04:54PM	General American Investors Announces Issue Price for the 2020 Year-End Dividend and Distribution Payable on December 30, 2020 (Business Wire)
Dec-10-20 04:25PM	General American Investors Company Announces: Actions Taken by the Board of Directors (Business Wire)
Nov-29-20 05:03PM	General American Investors Company, Inc. (GAM): Are Hedge Funds Right About This Stock? (Insider Monkey)
Nov-04-20 04:25PM	General American Investors Company Declares Year-End Dividends and Distributions on Common and Preferred Stock (Business Wire)
Oct-30-20 04:25PM	General American Investors Reports Net Assets as of September 30, 2020 (Business Wire)
Sep-01-20 10:43AM	Why General American Investors Company's (NYSE:GAM) CEO Pay Matters (Simply Wall St.)
Aug-03-20 04:25PM	General American Investors Files Certified Shareholder Report for Period Ended June 30, 2020 (Business Wire)
Jul-22-20 04:25PM	General American Investors Company Announces Actions Taken by the Board of Directors (Business Wire)
Jun-01-20 11:38AM	Is General American Investors Company (GAM) A Good Stock To Buy? (Insider Monkey)
May-01-20 04:25PM	General American Investors Reports Net Assets as of March 31, 2020 (Business Wire)
Apr-23-20 04:25PM	General American Investors Company, Inc. Quarterly Dividend and Distribution on 5.95% Preferred Stock (Business Wire)
Apr-03-20 08:00AM	General American Investors Announces Change of Location for 2020 Annual Meeting of Shareholders to Virtual Format (Business Wire)
Feb-20-20 04:25PM	General American Investors Files Certified Shareholder Report for Year Ended December 31, 2019 (Business Wire)
Jan-29-20 04:25PM	General American Investors Company Announces Actions Taken by the Board of Directors (Business Wire)
Jan-27-20 04:45PM	General American Investors Company, Inc. -- Moody's announces completion of a periodic review of ratings of General American Investors Company, Inc. (Moody's)
Dec-23-19 12:22PM	With Muilenburg's departure, meet Boeing's new top leadership (American City Business Journals)
Dec-20-19 06:38PM	Here is What Hedge Funds Think About General American Investors Company, Inc. (GAM) (Insider Monkey)
Dec-13-19 04:51PM	General American Investors Announces Issue Price for the 2019 Year-End Dividend and Distribution Payable on December 30, 2019 (Business Wire)
Dec-12-19 04:25PM	General American Investors Company Announces: Actions Taken by the Board of Directors (Business Wire)
Nov-29-19 12:50PM	These Ancient Funds Are Still Beating the Market (Barrons.com)
Nov-06-19 04:25PM	General American Investors Company Declares Year-end Dividends and Distributions on Common and Preferred Stock (Business Wire)
Oct-28-19 01:24PM	Heres What Hedge Funds Think About General American Investors Company, Inc. (GAM) (Insider Monkey)
Oct-25-19 04:25PM	General American Investors Reports Net Assets as of September 30, 2019 (Business Wire)
Aug-02-19 04:15PM	General American Investors Files Certified Shareholder Report for Period Ended June 30, 2019 (Business Wire)
Jul-24-19 04:25PM	General American Investors Company Announces Actions Taken by the Board of Directors (Business Wire)
Jun-11-19 06:00AM	Closed-End Funds at a Discount (MoneyShow)
May-09-19 07:33PM	Is General American Investors, Inc. (GAM) A Good Stock To Buy? (Insider Monkey)
May-01-19 04:25PM	General American Investors Reports Net Assets as of March 31, 2019 (Business Wire)
Apr-24-19 04:25PM	General American Investors Company, Inc. Quarterly Dividend and Distribution on 5.95% Preferred Stock (Business Wire)

General American Investors Company, Inc. is a publicly owned investment manager. The firm invests in the public equity markets of United States. It invests in growth stocks of companies. It makes investments in Information Technology, Financials, Consumer Staples, Consumer Discretionary, Retailing, Communication Services, Industrials, Health Care, Energy and Materials. The firm employs fundamental analysis with a bottom-up stock picking approach to make its investments. It conducts in-house research to make its investments. General American Investors Company, Inc. was founded in 1927 and is based in New York, New York.

CEOMr. Jeffrey Priest

Senior Vice PresidentMr. Anang K. Majmudar CFA

VP & AnalystMr. Liron Kronzon C.F.A.

VP of AdministrationMr. Eugene S. Stark CPA

Treasurer & Principal Accounting OfficerMs. Samantha X. Jin CPA

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Majmudar Anang K.	Senior Vice-President	Apr 20 '26	Buy	24.66	500	12,330	12,000	Apr 21 04:45 PM
Majmudar Anang K.	Senior Vice-President	Apr 17 '26	Buy	24.81	1,000	24,810	11,500	Apr 17 05:00 PM
Priest Jeffrey W	President & CEO	Apr 08 '26	Buy	24.68	5,000	123,425	40,691	Apr 08 04:52 PM
Stark Eugene S	VP Administration/CCO/PFO	Apr 08 '26	Buy	24.86	6,151	152,933	34,000	Apr 08 04:38 PM
Stark Eugene S	VP Administration/CCO/PFO	Mar 30 '26	Buy	24.95	638	15,918	27,849	Mar 30 05:37 PM
Stark Eugene S	VP Administration/CCO/PFO	Mar 27 '26	Buy	24.92	200	4,984	27,211	Mar 30 05:37 PM
Stark Eugene S	VP Administration/CCO/PFO	Mar 30 '26	Buy	24.95	638	15,918	27,849	Mar 30 05:34 PM
Stark Eugene S	VP Administration/CCO/PFO	Mar 27 '26	Buy	24.92	200	4,984	27,211	Mar 30 05:34 PM
Stark Eugene S	VP Administration/CCO/PFO	Mar 20 '26	Buy	24.95	11	274	27,011	Mar 23 04:41 PM
Stark Eugene S	VP Administration/CCO/PFO	Mar 13 '26	Buy	24.95	3,000	74,850	27,000	Mar 16 04:57 PM
Priest Jeffrey W	President & CEO	Mar 12 '26	Buy	24.90	800	19,920	35,691	Mar 13 04:44 PM
Majmudar Anang K.	Senior Vice-President	Feb 03 '26	Buy	25.00	1,700	42,500	9,405	Feb 04 05:19 PM
Majmudar Anang K.	Senior Vice-President	Feb 04 '26	Buy	25.00	1,095	27,375	10,500	Feb 04 05:19 PM
Majmudar Anang K.	Senior Vice-President	Jan 13 '26	Buy	24.98	64	1,599	7,705	Jan 14 04:39 PM
Stark Eugene S	VP Administration/CCO/PFO	Jan 13 '26	Buy	24.98	4,000	99,920	24,000	Jan 14 10:03 AM
Priest Jeffrey W	President & CEO	Dec 10 '25	Buy	25.00	16,608	415,261	34,891	Dec 10 06:23 PM
DAVIDSON SPENCER	Chairman	Dec 08 '25	Buy	25.04	2,000	50,074	179,099	Dec 09 05:03 PM
Priest Jeffrey W	President & CEO	Dec 08 '25	Buy	25.00	60	1,500	18,283	Dec 09 04:48 PM
Majmudar Anang K.	Senior Vice-President	Dec 08 '25	Buy	24.98	36	899	7,641	Dec 09 04:33 PM
Priest Jeffrey W	President & CEO	Nov 24 '25	Buy	24.95	7,651	190,892	18,223	Nov 25 05:52 PM
DAVIDSON SPENCER	Chairman	Nov 24 '25	Buy	24.98	4,120	102,918	175,898	Nov 25 05:26 PM
DAVIDSON SPENCER	Chairman	Nov 25 '25	Buy	24.98	1,201	30,001	177,099	Nov 25 05:26 PM
DAVIDSON SPENCER	Chairman	Nov 18 '25	Buy	24.98	1,462	36,521	171,778	Nov 19 04:52 PM
DAVIDSON SPENCER	Chairman	Nov 14 '25	Buy	24.98	5,868	146,583	170,316	Nov 17 05:03 PM
DAVIDSON SPENCER	Chairman	Nov 12 '25	Buy	24.98	16,824	420,184	161,021	Nov 13 05:37 PM
DAVIDSON SPENCER	Chairman	Nov 13 '25	Buy	24.98	3,427	85,606	164,448	Nov 13 05:37 PM
DAVIDSON SPENCER	Chairman	Nov 07 '25	Buy	25.00	21,610	540,172	144,197	Nov 10 05:09 PM
DAVIDSON SPENCER	Chairman	Nov 05 '25	Buy	24.98	179	4,471	122,419	Nov 06 04:51 PM
DAVIDSON SPENCER	Chairman	Nov 06 '25	Buy	24.99	168	4,198	122,587	Nov 06 04:51 PM
DAVIDSON SPENCER	Chairman	Nov 04 '25	Buy	24.98	1,684	42,066	122,240	Nov 05 07:48 AM
DAVIDSON SPENCER	Chairman	Nov 03 '25	Buy	24.95	52	1,297	120,556	Nov 05 07:48 AM
DAVIDSON SPENCER	Chairman	Oct 31 '25	Buy	24.98	2,657	66,372	120,504	Oct 31 05:06 PM
DAVIDSON SPENCER	Chairman	Oct 30 '25	Buy	24.98	7,394	184,695	117,847	Oct 30 04:59 PM
DAVIDSON SPENCER	Chairman	Oct 29 '25	Buy	24.98	3,811	95,199	110,453	Oct 30 04:59 PM
DAVIDSON SPENCER	Chairman	Oct 24 '25	Buy	24.98	3,808	95,124	106,642	Oct 24 05:01 PM
DAVIDSON SPENCER	Chairman	Oct 23 '25	Buy	24.98	3,400	84,932	102,834	Oct 24 05:01 PM
DAVIDSON SPENCER	Chairman	Oct 20 '25	Buy	24.97	789	19,701	99,434	Oct 21 05:11 PM
Stark Eugene S	VP Administration/CCO/PFO	Jul 30 '25	Buy	56.92	177	10,075	10,000	Jul 30 05:10 PM
Majmudar Anang K.	Senior Vice-President	Jun 17 '25	Buy	24.62	355	8,741	7,605	Jun 17 05:59 PM
Stark Eugene S	VP Administration/CCO/PFO	May 22 '25	Buy	24.80	1,000	24,800	20,000	May 22 02:48 PM

Open in Screener

BZUN

Baozun Inc ADR

May 20 • 04:00PM ET

2.54

-0.02 -0.78 %

Consumer Cyclical • Internet Retail • China • Micro • NASD

Peers: JD BABA VIPS PDD LITB

| Held by: AVDV DFEM DFAE APIE EWX PGJ DFAX DFEV DFSE AVDS

Index	-	P/E	-	EPS (ttm)	-0.58	Insider Own	0.17%	Shs Outstand	53.67M	Perf Week	-7.97%
Market Cap	136.32M	Forward P/E	3.94	EPS next Y	0.64	Insider Trans	226.98%	Shs Float	53.58M	Perf Month	-14.77%
Enterprise Value	326.06M	PEG	-	EPS next Q	-	Inst Own	23.89%	Short Float	1.11%	Perf Quarter	-6.62%
Income	-33.68M	P/S	0.10	EPS this Y	123.21%	Inst Trans	0.18%	Short Ratio	1.64	Perf Half Y	-12.71%
Sales	1.39B	P/B	0.28	EPS next Y	50.33%	ROA	-2.42%	Short Interest	0.59M	Perf YTD	-4.51%
Book/sh	8.97	P/C	0.34	EPS next 5Y	-	ROE	-6.37%	52W High	4.88 -47.95%	Perf Year	-21.12%
Cash/sh	7.45	P/FCF	-	EPS past 3/5Y	28.42% -	ROIC	-5.70%	52W Low	2.07 22.71%	Perf 3Y	-41.88%
Dividend Est.	-	EV/EBITDA	72.30	Sales past 3/5Y	3.51% 1.53%	Gross Margin	73.80%	Volatility	6.21% 4.48%	Perf 5Y	-93.04%
Dividend TTM	-	EV/Sales	0.24	EPS Y/Y TTM	-35.69%	Oper. Margin	0.01%	ATR (14)	0.14	Perf 10Y	-55.67%
Dividend Ex-Date	-	Quick Ratio	1.52	Sales Y/Y TTM	5.82%	Profit Margin	-2.43%	RSI (14)	42.55	Recom	1.62
Dividend Gr. 3/5Y	- -	Current Ratio	1.87	EPS Q/Q	-30900.00%	SMA20	-6.08%	Beta	0.52	Target Price	4.14
Payout	-	Debt/Eq	0.62	Sales Q/Q	7.41%	SMA50	-1.55%	Rel Volume	1.76	Prev Close	2.56
Employees	6762	LT Debt/Eq	0.13	Earnings	May 20 BMO	SMA200	-14.73%	Avg Volume	363.20K	Price	2.54
IPO	May 21, 2015	Option/Short	Yes / Yes	EPS/Sales Surpr.	- 4.25%	Trades		Volume	628,878	Change	-0.78%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-30-24	Downgrade	CLSA	Outperform → Hold
Mar-26-24	Downgrade	China Renaissance	Buy → Hold
Feb-08-24	Upgrade	Daiwa Securities	Outperform → Buy
Feb-27-23	Upgrade	CLSA	Underperform → Outperform	$4.40 → $7
Jan-30-23	Initiated	JP Morgan	Overweight
Jan-11-23	Upgrade	JP Morgan	Neutral → Overweight	$9 → $10
May-16-22	Upgrade	JP Morgan	Underweight → Neutral	$5 → $8
Mar-14-22	Downgrade	JP Morgan	Overweight → Underweight	$5
Mar-11-22	Upgrade	Credit Suisse	Underperform → Neutral	$8.30
Dec-02-21	Downgrade	CLSA	Buy → Outperform
Aug-20-21	Downgrade	Daiwa Securities	Buy → Neutral	$42 → $20
Jul-23-21	Downgrade	Credit Suisse	Outperform → Underperform
Jun-08-21	Resumed	JP Morgan	Overweight	$45
May-19-21	Upgrade	Credit Suisse	Neutral → Outperform	$41
Jan-25-21	Upgrade	CLSA	Outperform → Buy	$42
Nov-24-20	Downgrade	Credit Suisse	Outperform → Neutral
Jun-03-20	Upgrade	Credit Suisse	Neutral → Outperform	$36
Mar-31-20	Downgrade	BofA/Merrill	Buy → Neutral
Nov-22-19	Downgrade	Credit Suisse	Outperform → Neutral
Aug-22-19	Downgrade	CLSA	Buy → Outperform

Show Previous Ratings

May-20-26 03:01PM	Baozun Inc (BZUN) Q1 2026 Earnings Call Highlights: Revenue Surge and Profit Turnaround (GuruFocus.com)
06:00AM	Baozun Announces First Quarter 2026 Unaudited Financial Results (PR Newswire)
May-15-26 06:00AM	Baozun Schedules Annual General Meeting of Shareholders (PR Newswire) -8.89%
May-08-26 06:00AM	Baozun to Announce First Quarter 2026 Unaudited Financial Results on May 20, 2026 (PR Newswire)
Apr-23-26 07:42AM	Baozun Releases 2025 Annual Sustainability Report (PR Newswire)
06:50AM	Loading…
06:50AM	Baozun Files Annual Reports for Fiscal Year 2025 (PR Newswire)
06:00AM	Baozun Releases 2025 Chairman Letter (PR Newswire)
Mar-26-26 02:39PM	Gap Plans 50 China Stores After First Quarterly Breakeven (GuruFocus.com) -12.10%
Mar-25-26 03:01PM	Baozun Inc (BZUN) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Profitability ... (GuruFocus.com) +16.43%
06:15AM	Baozun Announces Fourth Quarter and Fiscal Year 2025 Unaudited Financial Results (PR Newswire)
Mar-11-26 06:00AM	Baozun to Announce Fourth Quarter and Fiscal Year 2025 Unaudited Financial Results on March 25, 2026 (PR Newswire)
Nov-25-25 02:00PM	Baozun Inc (BZUN) Q3 2025 Earnings Call Highlights: Revenue Growth and Strategic Focus on ... (GuruFocus.com) -5.82%
05:00AM	Baozun Announces Third Quarter 2025 Unaudited Financial Results (PR Newswire)
Nov-11-25 05:00AM	Baozun to Announce Third Quarter 2025 Unaudited Financial Results on November 25, 2025 (PR Newswire)
Sep-22-25 01:32PM	Accenture Pre-Q4 Earnings: Is the Stock a Portfolio Must-Have? (Zacks)
03:04AM	Loading…
Aug-29-25 03:04AM	Baozun Inc (BZUN) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansion (GuruFocus.com) +6.27%
Aug-28-25 06:00AM	Baozun Announces Second Quarter 2025 Unaudited Financial Results (PR Newswire) +12.72%
Aug-14-25 06:00AM	Baozun to Announce Second Quarter 2025 Unaudited Financial Results on August 28, 2025 (PR Newswire)
Jul-21-25 09:40AM	Is Baozun (BZUN) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Jun-18-25 06:00AM	Baozun Announces Results of Annual General Meeting of Shareholders (PR Newswire)
May-22-25 03:03AM	Baozun Inc (BZUN) Q1 2025 Earnings Call Highlights: Revenue Growth and Strategic Expansions ... (GuruFocus.com)
May-21-25 06:00AM	Baozun Announces First Quarter 2025 Unaudited Financial Results (PR Newswire)
May-16-25 06:00AM	Baozun Schedules Annual General Meeting of Shareholders (PR Newswire)
May-07-25 06:00AM	Baozun to Announce First Quarter 2025 Unaudited Financial Results on May 21, 2025 (PR Newswire) +6.84%
Apr-23-25 07:17AM	Baozun Releases 2024 Sustainability Report (PR Newswire)
06:38AM	Baozun Files Annual Reports for Fiscal Year 2024 (PR Newswire)
06:00AM	Baozun Releases 2024 Chairman Letter (PR Newswire)
Apr-18-25 11:35AM	Is Baozun Inc. (BZUN) the Best Internet Retail Stock to Buy According to Analysts? (Insider Monkey)
Mar-30-25 08:00AM	Baozun: Decent Buy Opportunity After The Correction (Seeking Alpha)
Mar-21-25 03:01AM	Baozun Inc (BZUN) Q4 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansions (GuruFocus.com)
12:30PM	Loading…
Mar-20-25 12:30PM	Baozun (BZUN) Q4 2024 Earnings Call Transcript (Motley Fool) -12.71%
09:01AM	Baozun Inc. (BZUN) Q4 2024 Earnings Call Transcript (SeekingAlpha)
06:00AM	Baozun Announces Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results (PR Newswire)
Mar-19-25 06:00PM	Here's the major earnings before the open tomorrow (SeekingAlpha)
Mar-06-25 05:00AM	Baozun to Announce Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results on March 20, 2025 (PR Newswire)
Feb-27-25 10:32AM	Why Baozun Inc. (BZUN) Is Skyrocketing So Far In 2025 (Insider Monkey) -5.52%
Feb-10-25 07:56PM	Why Baozun Inc. (BZUN) Is Skyrocketing (Insider Monkey)
Nov-22-24 02:02AM	Baozun Inc (BZUN) Q3 2024 Earnings Call Highlights: Strong Revenue Growth Amid Profitability ... (GuruFocus.com)
Nov-21-24 11:00AM	Baozun (BZUN) Q3 2024 Earnings Call Transcript (Motley Fool) -8.11%
05:00AM	Baozun Announces Third Quarter 2024 Unaudited Financial Results (PR Newswire)
Nov-07-24 05:00AM	Baozun to Announce Third Quarter Financial Results of 2024 Unaudited Financial Results on November 21, 2024 (PR Newswire)
Oct-17-24 06:28AM	Baozun Inc. Announces Strategic Share Repurchase (TipRanks)
Oct-16-24 06:50AM	Baozun Inc. Announces Strategic Share Repurchase (TipRanks)
Oct-10-24 06:29AM	Baozun Announces Share Repurchase Update (TipRanks)
Oct-09-24 07:27AM	Baozun Announces Recent Share Repurchase (TipRanks)
Oct-08-24 07:17AM	Baozun Announces Recent Share Repurchase (TipRanks) -10.22%
Oct-05-24 06:31AM	Baozun Announces Share Repurchase Update (TipRanks)
Aug-28-24 02:30PM	Baozun (BZUN) Q2 2024 Earnings Call Transcript (Motley Fool)
06:28AM	Baozun Announces Second Quarter 2024 Unaudited Financial Results (PR Newswire)
Aug-14-24 06:00AM	Baozun to Announce Second Quarter and Half-Year Interim Financial Results of 2024 Unaudited Financial Results on August 28, 2024 (PR Newswire)
Jun-12-24 07:26AM	Baozun Announces Results of Annual General Meeting of Shareholders (PR Newswire)
May-31-24 05:30AM	Alibaba sells stake in e-commerce branding services firm Baozun for US$21.8 million as part of corporate restructuring (South China Morning Post)
May-29-24 08:03AM	Baozun Inc. (NASDAQ:BZUN) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-28-24 01:00PM	Baozun (BZUN) Q1 2024 Earnings Call Transcript (Motley Fool)
10:52AM	BZUN Stock Earnings: Baozun Beats Revenue for Q1 2024 (InvestorPlace)
06:00AM	Baozun Announces First Quarter 2024 Unaudited Financial Results (PR Newswire)
May-14-24 06:00AM	Baozun to Announce First Quarter 2024 Unaudited Financial Results on May 28, 2024 (PR Newswire)
May-10-24 06:00AM	Baozun Schedules Annual General Meeting of Shareholders (PR Newswire)
Apr-19-24 07:13AM	Baozun Releases 2023 Sustainability Report (PR Newswire)
06:34AM	Baozun Strengthens Leadership Team (PR Newswire)
06:26AM	Baozun Files Annual Reports for Fiscal Year 2023 (PR Newswire)
06:00AM	Baozun Releases 2023 Chairman Letter (PR Newswire)
Mar-26-24 08:51AM	Baozun Inc. (NASDAQ:BZUN) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-21-24 12:45PM	Baozun (BZUN) Q4 2023 Earnings Call Transcript (Motley Fool) -16.67%
10:53AM	BZUN Stock Earnings: Baozun Misses EPS, Beats Revenue for Q4 2023 (InvestorPlace)
06:00AM	Baozun Announces Fourth Quarter and Fiscal Year 2023 Unaudited Financial Results (PR Newswire)
Mar-07-24 04:32PM	7 Under-$10 Stocks That Will Be Worth $100 (or More!) by 2026 (InvestorPlace)
05:00AM	Baozun to Announce Fourth Quarter and Fiscal Year 2023 Unaudited Financial Results on March 21, 2024 (PR Newswire)
Feb-16-24 03:15AM	20 Fastest Growing E-Commerce Companies in 2024 (Insider Monkey)
Jan-24-24 06:00AM	Baozun Announces US$20 million Share Repurchase Program (PR Newswire) +17.33%
Nov-24-23 08:44AM	Baozun Inc. (NASDAQ:BZUN) Q3 2023 Earnings Call Transcript (Insider Monkey) +5.46%
Nov-22-23 10:45AM	Baozun (BZUN) Q3 2023 Earnings Call Transcript (Motley Fool) -10.12%
05:00AM	Baozun Announces Third Quarter 2023 Unaudited Financial Results (PR Newswire)
Nov-08-23 05:00AM	Baozun to Announce Third Quarter Financial Results of 2023 Unaudited Financial Results on November 22, 2023 (PR Newswire)
Oct-05-23 05:17PM	Ray Dalio on Potential US-China War and Rise of China (Insider Monkey) +5.72%
Aug-29-23 08:12AM	Baozun Inc. (NASDAQ:BZUN) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-28-23 03:39PM	Why Baozun Stock Popped Today (Motley Fool) +12.47%
01:00PM	Baozun (BZUN) Q2 2023 Earnings Call Transcript (Motley Fool)
12:37PM	Hawaiian Electric Says Power Lines Not Responsible For Deadly Lahaina Fire, China Targets Stock Market Revival, FTC Pauses Legal Battle With Amgen's $28B Horizon Deal: Today's Top Stories (Benzinga)
06:00AM	Baozun Announces Second Quarter 2023 Unaudited Financial Results (PR Newswire)
Aug-14-23 06:00AM	Baozun to Announce Second Quarter and Half-Year Interim Financial Results of 2023 Unaudited Financial Results on August 28, 2023 (PR Newswire)
Jul-14-23 10:22AM	Positive week for Baozun Inc. (NASDAQ:BZUN) institutional investors who lost 52% over the past year (Simply Wall St.)
Jun-27-23 04:18PM	Why Alibaba, Bilibili, and Baozun Rose Today (Motley Fool)
Jun-15-23 08:20AM	Baozun Announces Results of Annual General Meeting of Shareholders (PR Newswire)
Jun-02-23 11:54AM	Why Shares of Alibaba, Dingdong, and Baozun Are Rising Today (Motley Fool)
May-25-23 02:47PM	Why Baozun Stock Was Falling Today (Motley Fool) -9.65%
01:30PM	Baozun (BZUN) Q1 2023 Earnings Call Transcript (Motley Fool)
06:00AM	Baozun Announces First Quarter 2023 Unaudited Financial Results (PR Newswire)
May-15-23 06:00AM	Baozun Schedules Annual General Meeting of Shareholders (GlobeNewswire) +7.57%
May-12-23 06:00AM	Baozun to Announce First Quarter 2023 Unaudited Financial Results on May 25, 2023 (GlobeNewswire) -5.42%
Apr-29-23 08:34AM	Baozun (NASDAQ:BZUN) investors are sitting on a loss of 90% if they invested five years ago (Simply Wall St.)
Apr-25-23 06:34AM	Baozun Releases 2022 Sustainability Report (GlobeNewswire)
06:27AM	Baozun Files Annual Report on Form 20-F for Fiscal Year 2022 (GlobeNewswire)
06:19AM	Baozun Releases 2022 Chairman Letter (GlobeNewswire)
Mar-25-23 08:41AM	Baozun Full Year 2022 Earnings: Misses Expectations (Simply Wall St.)
Mar-24-23 07:15AM	Baozun Inc. (NASDAQ:BZUN) Q4 2022 Earnings Call Transcript (Insider Monkey) -5.26%
06:42AM	Baozun (NASDAQ:BZUN) Might Be Having Difficulty Using Its Capital Effectively (Simply Wall St.)
Mar-22-23 12:18PM	Why Baozun Stock Was Sinking Today (Motley Fool) -9.41%
10:08AM	Baozun Registers 20% Topline Decline In Q4 Weighed Down By GMV Weakness; Updates On Newer Business Lines (Benzinga)
06:30AM	Baozun Announces Fourth Quarter and Fiscal Year 2022 Unaudited Financial Results (GlobeNewswire)

Baozun, Inc. is a holding company, which engages in the provision of brand electronic commerce (e-commerce) services and solutions. Its services include apparel and accessories, appliances, electronics, home and furnishings, food and health products, beauty and cosmetics, fast moving consumer goods, and mother and baby products, and insurance and automobiles. The firm operates through the E-Commerce and Brand Management segments. The company was founded by Wen Bin Qiu, Jun Hua Wu, and Qing Yu Zhang in August 2007 and is headquartered in Shanghai, China.

Co-FounderMr. Wenbin Qiu

Co-FounderMr. Junhua Wu

Chief Financial OfficerMs. Yanjie Zhu

Joint Company Secretary and Senior Director of Corporate Development & Investor RelationsMs. Wendy Shu Sun

Senior Vice PresidentMr. Yuen Lung Kwok

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Qiu Wenbin	Chief Executive Officer	Apr 17 '26	Buy	3.14	16,000	50,240	1,433,872	Apr 21 06:15 AM
Qiu Wenbin	Chief Executive Officer	Apr 16 '26	Buy	2.84	17,500	49,700	1,417,872	Apr 17 07:33 AM
Qiu Wenbin	Chief Executive Officer	Apr 15 '26	Buy	2.71	11,000	29,810	1,400,372	Apr 17 07:33 AM
Qiu Wenbin	Chief Executive Officer	Apr 14 '26	Buy	2.63	11,500	30,245	1,389,372	Apr 15 06:30 AM
Qiu Wenbin	Chief Executive Officer	Apr 13 '26	Buy	2.48	12,100	30,008	1,377,872	Apr 15 06:30 AM
Wu Junhua	Chief Strategy Officer	Apr 13 '26	Buy	2.49	11,084	27,599	138,770	Apr 14 07:47 AM
Wu Junhua	Chief Strategy Officer	Apr 10 '26	Buy	2.40	5,372	12,893	127,686	Apr 14 07:47 AM
Qiu Wenbin	Chief Executive Officer	Apr 10 '26	Buy	2.43	12,400	30,132	1,365,772	Apr 13 06:19 AM
Qiu Wenbin	Chief Executive Officer	Apr 09 '26	Buy	2.58	11,650	30,057	1,353,372	Apr 13 06:19 AM
Wu Junhua	Chief Strategy Officer	Apr 08 '26	Buy	2.54	30,886	78,450	122,314	Apr 10 06:18 AM
Qiu Wenbin	Chief Executive Officer	Apr 07 '26	Buy	2.51	12,000	30,120	1,330,122	Apr 09 06:31 AM
Qiu Wenbin	Chief Executive Officer	Apr 08 '26	Buy	2.58	11,600	29,928	1,341,722	Apr 09 06:31 AM
Wu Junhua	Chief Strategy Officer	Apr 02 '26	Buy	2.47	30,000	74,019	91,428	Apr 06 08:47 AM
Wu Junhua	Chief Strategy Officer	Mar 31 '26	Buy	2.40	14,000	33,597	61,428	Apr 01 09:52 PM
Yu Arthur	Executive	May 24 '25	Proposed Sale	3.23	289,673	935,644		May 23 06:27 AM

Open in Screener

LPCN

Lipocine Inc

May 20 • 04:00PM ET

2.24

+0.04 1.82 %

Healthcare • Biotechnology • USA • Nano • NASD

Peers: CLAR VERU PALI TNXP BLRX

| Held by: VTI VXF DFAS DFMC DFAC

Index	-	P/E	-	EPS (ttm)	-1.96	Insider Own	4.64%	Shs Outstand	8.24M	Perf Week	-3.45%
Market Cap	18.47M	Forward P/E	-	EPS next Y	-1.65	Insider Trans	125.60%	Shs Float	7.86M	Perf Month	-4.68%
Enterprise Value	-6.26M	PEG	-	EPS next Q	-0.43	Inst Own	37.83%	Short Float	2.21%	Perf Quarter	-76.09%
Income	-11.43M	P/S	9.24	EPS this Y	-12.72%	Inst Trans	12.47%	Short Ratio	0.42	Perf Half Y	-25.33%
Sales	2.00M	P/B	0.73	EPS next Y	13.39%	ROA	-49.87%	Short Interest	0.17M	Perf YTD	-72.10%
Book/sh	3.05	P/C	0.75	EPS next 5Y	17.47%	ROE	-54.41%	52W High	12.37 -81.89%	Perf Year	-38.46%
Cash/sh	3.00	P/FCF	-	EPS past 3/5Y	5.11% 22.70%	ROIC	-50.08%	52W Low	1.81 23.76%	Perf 3Y	-40.58%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	58.12% -	Gross Margin	97.00%	Volatility	4.56% 4.78%	Perf 5Y	-90.52%
Dividend TTM	-	EV/Sales	-3.13	EPS Y/Y TTM	-94.82%	Oper. Margin	-605.86%	ATR (14)	0.22	Perf 10Y	-98.32%
Dividend Ex-Date	-	Quick Ratio	9.99	Sales Y/Y TTM	-45.52%	Profit Margin	-571.10%	RSI (14)	32.34	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	9.99	EPS Q/Q	-54.98%	SMA20	-3.49%	Beta	0.49	Target Price	10.50
Payout	-	Debt/Eq	0.00	Sales Q/Q	27.20%	SMA50	-44.26%	Rel Volume	0.16	Prev Close	2.20
Employees	14	LT Debt/Eq	0.00	Earnings	May 07 AMC	SMA200	-52.92%	Avg Volume	410.42K	Price	2.24
IPO	Jun 15, 2012	Option/Short	No / Yes	EPS/Sales Surpr.	-11.34% 634.77%	Trades		Volume	65,076	Change	1.82%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-06-26	Downgrade	H.C. Wainwright	Buy → Neutral
Jun-24-21	Initiated	Cantor Fitzgerald	Overweight	$3
Dec-10-20	Upgrade	Ladenburg Thalmann	Neutral → Buy	$3
Jan-12-18	Reiterated	H.C. Wainwright	Buy	$10 → $3
Jan-11-18	Downgrade	Canaccord Genuity	Buy → Hold	$11 → $2
Dec-08-17	Resumed	H.C. Wainwright	Buy	$10
Oct-07-16	Initiated	H.C. Wainwright	Buy	$25
Jul-22-15	Initiated	ROTH Capital	Buy	$36
Jun-23-15	Initiated	Canaccord Genuity	Buy	$15

May-19-26 08:00AM	Lipocine Announces LPCN 1154 Phase 3 Data Accepted for Oral Presentation at 2026 ASCP Annual Meeting (PR Newswire)
May-18-26 08:00AM	Lipocine to Present at A.G.P.'s Annual Virtual Healthcare Company Showcase (PR Newswire)
May-07-26 04:05PM	Lipocine Announces Financial Results for the First Quarter Ended March 31, 2026 (PR Newswire)
02:11PM	Lipocine: Q1 Earnings Snapshot (Associated Press)
Apr-02-26 08:00AM	Lipocine Reports Topline Safety and Efficacy Results for LPCN 1154 in Patients with Postpartum Depression (PR Newswire) -77.84%
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Mar-10-26 08:00AM	Lipocine Announces Financial Results for the Full Year Ended December 31, 2025 (PR Newswire)
06:25AM	Lipocine: Q4 Earnings Snapshot (Associated Press Finance)
Feb-27-26 07:44AM	Lipocine (LPCN) Soars 5.5%: Is Further Upside Left in the Stock? (Zacks)
Feb-26-26 06:00PM	Relay Therapeutics, Inc. (RLAY) Reports Q4 Loss, Lags Revenue Estimates (Zacks) +5.49%
Feb-18-26 08:00AM	Lipocine Announces Last Patient Last Visit in Pivotal Phase 3 Trial of LPCN 1154 for Postpartum Depression (PPD) (PR Newswire)
Feb-11-26 03:16PM	Buy Rating Maintained on Lipocine Inc. (LPCN) as Target Climbs to $15 (Insider Monkey)
Jan-20-26 08:00AM	Lipocine Announces Completion of Enrollment and Dosing in Phase 3 Trial of LPCN 1154 in Postpartum Depression (PPD) (PR Newswire) -10.87%
Jan-12-26 08:00AM	Lipocine Reports Encouraging Progress Post Second Interim Safety Review in Phase 3 Trial of LPCN 1154 in Postpartum Depression (PPD) (PR Newswire) +12.73%
Dec-16-25 08:00AM	Lipocine's PPD Phase 3 Study (LPCN 1154) Hits 80% Enrollment Milestone (PR Newswire)
Nov-18-25 08:00AM	Lipocine Highlights Promising Interim Safety Profile in Phase 3 Trial of LPCN 1154 in Postpartum Depression (PPD) (PR Newswire) +12.67%
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Nov-06-25 09:10AM	Lipocine (LPCN) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
08:12AM	Lipocine: Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	Lipocine Announces Financial Results for the Third Quarter Ended September 30, 2025 (PR Newswire)
Nov-04-25 08:00AM	Lipocine Presents LPCN 2401 Clinical Data at ObesityWeek (PR Newswire)
Sep-30-25 08:00AM	Lipocine Provides Progress Update on LPCN 1154 Phase 3 Clinical Trial in Postpartum Depression (PPD) (PR Newswire)
Sep-05-25 04:30PM	Lipocine to Present at H.C. Wainwright 27th Annual Global Investment Conference (PR Newswire)
Aug-26-25 08:00AM	Lipocine Announces LPCN 2101 Abstracts Accepted for Presentation at AES 2025 (PR Newswire)
Aug-05-25 08:00AM	Lipocine Announces Financial Results for the Second Quarter Ended June 30, 2025 (PR Newswire)
06:21AM	Lipocine: Q2 Earnings Snapshot (Associated Press Finance)
Jun-27-25 07:28AM	Lipocine begins dosing in Phase III postpartum depression trial of LPCN 1154 (Clinical Trials Arena)
Jun-26-25 08:00AM	Lipocine Announces First Patient Dosed in Phase 3 Clinical Trial for LPCN 1154 in Postpartum Depression (PR Newswire)
Jun-23-25 08:00AM	Lipocine to Host Virtual R&D Investor Event to Discuss LPCN 1154 (BRLIZIO) as a Treatment for Postpartum Depression on July 9, 2025 (PR Newswire)
Jun-09-25 08:00AM	Lipocine Announces Filing of New Drug Submission for TLANDO in Canada (PR Newswire) +6.31%
May-22-25 08:00AM	Lipocine's LPCN 1148 Highlighted in the June 2025 Edition of Hepatology (PR Newswire)
May-14-25 08:00AM	Lipocine to Present at A.G.P.'s Annual Healthcare Company Showcase (PR Newswire) +10.10%
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May-08-25 08:12AM	Lipocine: Q1 Earnings Snapshot (Associated Press Finance)
08:00AM	Lipocine Announces Financial Results for the First Quarter Ended March 31, 2025 (PR Newswire)
May-06-25 08:00AM	Lipocine Announces License and Supply Agreement for TLANDO in Brazil (PR Newswire)
Mar-27-25 12:03PM	Lipocines Phase III trial of LPCN 1154 to begin for postpartum depression (Clinical Trials Arena)
Mar-26-25 08:00AM	Lipocine Announces Initiation of Outpatient Phase 3 Postpartum Depression Trial of LPCN 1154 (PR Newswire)
Mar-13-25 08:00AM	Lipocine Announces Financial Results for the Full Year Ended December 31, 2024 (PR Newswire)
Mar-12-25 08:00AM	Lipocine Announces FDA Labeling Changes for Testosterone Products (PR Newswire)
Feb-06-25 08:00AM	Lipocine Receives Updated Regulatory Guidance on LPCN 1154 (PR Newswire) -14.67%
Dec-17-24 08:00AM	FDA Grants Fast Track Designation to Lipocine for LPCN 1148 as a Treatment for Sarcopenia in Patients with Decompensated Cirrhosis (PR Newswire)
Nov-18-24 08:00AM	Lipocine Announces Publication and Discussion of LPCN 1148 Manuscript at The Liver Meeting 2024 Editor's Cut Session (PR Newswire)
Nov-07-24 08:00AM	Lipocine Announces Financial Results for the Third Quarter Ended September 30, 2024 (PR Newswire) -7.76%
06:25AM	Lipocine: Q3 Earnings Snapshot (Associated Press Finance)
Oct-31-24 08:00AM	Lipocine Announces Distribution and License Agreement with SPC Korea to Commercialize TLANDO in South Korea (PR Newswire)
Oct-10-24 08:00AM	Lipocine Announces Positive Oral Brexanolone Quantitative EEG Results (PR Newswire)
Oct-09-24 08:06AM	Lipocine signs supply and distribution agreement with Pharmalink for Tlando (TipRanks)
Oct-08-24 08:00AM	Lipocine Announces Supply and Distribution Agreement with Pharmalink to Commercialize TLANDO in the Gulf Cooperation Council (GCC) Countries (PR Newswire) +6.21%
Oct-02-24 08:00AM	Lipocine to Host Virtual KOL Event on LPCN 2401 for Improved Body Composition in Obesity Management on October 16, 2024 (PR Newswire)
Sep-30-24 08:00AM	Lipocine to Present at H.C. Wainwright 8th Annual MASH Investor Conference (PR Newswire)
Sep-05-24 08:00AM	Lipocine Announces Phase 2 Data on LPCN 2401 to be Presented at ObesityWeek (PR Newswire)
Aug-27-24 08:00AM	Lipocine to Present at H.C. Wainwright 26th Annual Global Investment Conference (PR Newswire)
Aug-08-24 08:00AM	Lipocine Announces Financial Results for the Second Quarter Ended June 30, 2024 (PR Newswire) -12.90%
06:32AM	Lipocine: Q2 Earnings Snapshot (Associated Press Finance)
Jun-25-24 08:00AM	Lipocine Announces LPCN 1154 Meets Bioequivalence with IV Brexanolone in Pivotal Study (PR Newswire) -12.37%
Jun-10-24 08:00AM	Lipocine Presents 52 Week Results from LPCN 1148 Phase 2 Study in Late Breaking Session at EASL Congress 2024 (PR Newswire) +6.12%
Jun-06-24 08:50AM	Lipocine (LPCN) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
May-28-24 06:10AM	7 Penny Biotech Stocks to Triple Your Investment (InvestorPlace)
May-21-24 08:50AM	Here's Why Momentum in Lipocine (LPCN) Should Keep going (Zacks)
May-09-24 01:53PM	LPCN Stock Earnings: Lipocine Beats EPS for Q1 2024 (InvestorPlace) +8.04%
08:00AM	Lipocine Announces Financial Results for the First Quarter Ended March 31, 2024 (PR Newswire)
06:24AM	Lipocine: Q1 Earnings Snapshot (Associated Press Finance)
May-08-24 08:00AM	Lipocine Announces Late Breaking Oral Presentation of Data from the Phase 2 Study of LPCN 1148 at EASL Congress 2024 (PR Newswire)
May-01-24 08:00AM	Lipocine Announces Completion of Dosing in Pivotal Study of Postpartum Depression Candidate, LPCN 1154 (PR Newswire)
Apr-11-24 07:00AM	Lipocine Announces Positive LPCN 2401 Clinical Results Showing Improved Body Composition in Participants with Obesity (PR Newswire)
Mar-28-24 08:00AM	Lipocine Announces Positive Week 52 Results from LPCN 1148 Phase 2 Study in Patients with Cirrhosis (PR Newswire)
Mar-25-24 08:00AM	Lipocine Announces First Cohort Dosed in Pivotal Study of LPCN 1154 (PR Newswire) +8.91%
Mar-07-24 02:52PM	LPCN Stock Earnings: Lipocine Beats EPS for Q4 2023 (InvestorPlace)
08:00AM	Lipocine Announces Financial Results for the Full Year Ended December 31, 2023 (PR Newswire)
Mar-06-24 08:00AM	Lipocine to Present at 36th Annual Roth Conference (PR Newswire)
Feb-06-24 08:00AM	Lipocine Announces Confirmation of Dosing Regimen for Pivotal Study of LPCN 1154 (PR Newswire)
Feb-02-24 08:00AM	Lipocine Announces Continued Commercialization of TLANDO through Verity Pharmaceuticals (PR Newswire)
Jan-18-24 08:00AM	Lipocine and Verity Pharma Enter into License Agreement for TLANDO Franchise in the U.S. and Canada (PR Newswire)
Dec-19-23 08:00AM	Lipocine to Present at Biotech Showcase 2024 (PR Newswire) +11.41%
Nov-13-23 02:45PM	Lipocine Releases Late Breaking Presentation on LPCN 1148 Phase 2 Results at The Liver Meeting 2023 (PR Newswire) +11.20%
Nov-08-23 08:17AM	Lipocine: Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	Lipocine Announces Financial Results for the Third Quarter Ended September 30, 2023 (PR Newswire)
Nov-01-23 08:00AM	Lipocine to Present Clinical Data on LPCN 1148 at The Liver Meeting 2023 (PR Newswire)
Oct-26-23 08:00AM	Lipocine Completes Successful Meeting with FDA on LPCN 1154 in Postpartum Depression (PR Newswire)
Oct-23-23 07:00PM	Lipocine to Present at the H.C. Wainwright Annual NASH Investor Conference (PR Newswire)
Sep-19-23 04:05PM	Lipocine to Present at the Cantor Fitzgerald Global Healthcare Conference (PR Newswire) -6.12%
Aug-16-23 06:02AM	LPCN: Trial Results Improve Outlook (Zacks)
Aug-10-23 08:09AM	Lipocine: Q2 Earnings Snapshot (Associated Press Finance)
08:00AM	Lipocine Announces Financial Results for the Second Quarter Ended June 30, 2023 (PR Newswire)
Jul-31-23 06:13AM	LPCN: 1148 Shows Muscle Loss Reversal (Zacks)
Jul-27-23 06:30AM	LPCN 1148 Phase 2 Study Meets Primary Endpoint in Patients with Cirrhosis (PR Newswire) +18.60%
Jun-14-23 08:00AM	Lipocine to Present at H.C. Wainwright Annual Neuropsychiatry Virtual Conference (PR Newswire)
Jun-07-23 08:00AM	Lipocine to Present LPCN 1148 and LPCN 1144 at the EASL Congress 2023 (PR Newswire)
May-19-23 09:14AM	LPCN: 1154 Results Illuminate Accelerated Pathway (Zacks Small Cap Research)
May-16-23 07:00AM	Positive Topline Clinical Results Support Streamlined Development Pathway for LPCN 1154, Lipocine's Oral Candidate for Rapid Relief of Depression (PR Newswire) -17.72%
May-11-23 06:23AM	Lipocine: Q1 Earnings Snapshot (AP Finance) +7.30%
06:00AM	Lipocine Announces Financial Results for the First Quarter Ended March 31, 2023 (PR Newswire)
Apr-03-23 08:00AM	First Subject Dosed in the Clinical Bridge Study with Lipocine Depression Candidate, LPCN 1154 (PR Newswire)
Mar-16-23 06:00AM	LPCN: 2022 Operational & Financial Update (Zacks Small Cap Research) +9.55%
Mar-10-23 08:30AM	Lipocine Announces Pro Rata Distribution of Series B Preferred Stock to its Holders of Common Stock (PR Newswire) -26.79%
08:30AM	Lipocine Announces Financial Results for the Year Ended December 31, 2022 (PR Newswire)
Jan-16-23 08:06AM	Is Lipocine Inc.'s (NASDAQ:LPCN) Stock's Recent Performance Being Led By Its Attractive Financial Prospects? (Simply Wall St.)
Jan-05-23 08:00AM	Lipocine to Present at Biotech Showcase (PR Newswire)
Dec-19-22 08:00AM	Lipocine Completes Enrollment of LPCN 1148 Phase 2 Study for Decompensated Cirrhosis (PR Newswire) +5.62%
Nov-30-22 04:28AM	LPCN: Focus on CNS Disorders (Zacks Small Cap Research)
Nov-09-22 08:00AM	Lipocine Announces Financial Results for the Third Quarter Ended September 30, 2022 (PR Newswire) -5.98%
Nov-03-22 08:00AM	Lipocine Announces Senior Leadership Appointments to Advance its CNS-Focused Pipeline (PR Newswire)

Lipocine, Inc. is a clinical-stage biopharmaceutical company, which engages in the research and development of the delivery of drugs using proprietary delivery technology. It offers TLANDO, an oral testosterone replacement therapy. The company was founded on October 13, 2011 and is headquartered in Salt Lake City, UT.

Co-FounderDr. Mahesh V. Patel Ph.D.

Principal Accounting Officer & Corporate ControllerMs. Krista Fogarty

Senior Vice President of Research & DevelopmentDr. Nachiappan Chidambaram Ph.D.

Vice President of SalesMr. Logan Morse

M.D.Dr. Anthony DelConte M. D.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Higuchi John W.	Director	Apr 07 '26	Buy	2.03	40,000	81,200	203,797	Apr 07 06:27 PM
Higuchi John W.	Director	Apr 06 '26	Buy	2.05	123,000	252,150	163,797	Apr 06 07:01 PM
Patel Mahesh V.	Chief Executive Officer	Apr 06 '26	Buy	2.03	25,000	50,750	160,679	Apr 06 06:33 PM
Patel Mahesh V.	Chief Executive Officer	Apr 02 '26	Buy	2.02	25,000	50,500	135,679	Apr 02 05:05 PM

Peers: YEXT YELP THRY ANGI GRPN

Index	-	P/E	-	EPS (ttm)	-1.93	Insider Own	22.09%	Shs Outstand	1.80M	Perf Week	-9.13%
Market Cap	7.07M	Forward P/E	-	EPS next Y	-	Insider Trans	2.39%	Shs Float	1.40M	Perf Month	-20.53%
Enterprise Value	7.09M	PEG	-	EPS next Q	-	Inst Own	2.20%	Short Float	1.61%	Perf Quarter	-5.53%
Income	-2.79M	P/S	3.42	EPS this Y	-	Inst Trans	29.41%	Short Ratio	1.64	Perf Half Y	8.56%
Sales	2.07M	P/B	2.82	EPS next Y	-	ROA	-70.24%	Short Interest	0.02M	Perf YTD	40.36%
Book/sh	1.39	P/C	18.13	EPS next 5Y	-	ROE	-118.06%	52W High	13.98 -71.89%	Perf Year	-13.53%
Cash/sh	0.22	P/FCF	-	EPS past 3/5Y	22.05% -2.36%	ROIC	-109.31%	52W Low	2.50 57.19%	Perf 3Y	-60.70%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-12.18% 9.28%	Gross Margin	-45.55%	Volatility	5.05% 4.32%	Perf 5Y	-
Dividend TTM	-	EV/Sales	3.43	EPS Y/Y TTM	-196.28%	Oper. Margin	-105.07%	ATR (14)	0.22	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.09	Sales Y/Y TTM	-	Profit Margin	-134.35%	RSI (14)	37.72	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	1.09	EPS Q/Q	30.65%	SMA20	-9.60%	Beta	1.64	Target Price	-
Payout	-	Debt/Eq	0.16	Sales Q/Q	-33.04%	SMA50	-11.91%	Rel Volume	0.69	Prev Close	4.05
Employees	18	LT Debt/Eq	0.02	Earnings	-	SMA200	-10.70%	Avg Volume	13.74K	Price	3.93
IPO	Mar 25, 2022	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	9,800	Change	-3.08%

May-19-26 08:00AM	Locafy Transitioning Customers to AEO Subscription Services in Coming Months (GlobeNewswire)
Mar-05-26 08:00AM	Locafy Reports Continued Commercial Expansion of Localizer Platform in U.S. Insurance Sector; 165 State Farm Agents Now Active Across All 50 States (GlobeNewswire)
Jan-16-26 11:03AM	Locafy Shares Surge After Expanding Partnership With Experience.com (Benzinga) +45.37%
08:00AM	Experience.com Expands U.S. Partnership with Locafy to Drive Localizer Product Sales Across Home Services Market in 2026 (GlobeNewswire)
Dec-17-25 08:00AM	Locafy Reports Continued Commercial Growth as Localizer Adoption and Partner Results Build into CY 2026 (GlobeNewswire)
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Nov-12-25 04:10PM	Locafy Reports Fiscal Fourth Quarter and Full Year 2025 Results (GlobeNewswire)
Nov-06-25 08:00AM	Locafy Reports Strong Commercial Momentum Going into CY 2026 (GlobeNewswire)
Sep-25-25 07:15AM	Locafy's Sales Increase with Rapid Adoption of Localizer Product in Insurance Sector (GlobeNewswire)
Sep-03-25 08:00AM	Locafy's AI Sales Team Delivers Strong Initial Results, Validating Scalable Go-to-Market Model (GlobeNewswire) +38.08%
Aug-29-25 04:05PM	Locafy Reports Fiscal Nine-Month 2025 Results and Highlights Operational Progress, Positioning the Company to Scale (GlobeNewswire)
Aug-25-25 08:00AM	Locafy to Present at the 2025 Gateway Conference on September 3rd (GlobeNewswire)
Aug-17-25 01:53AM	Here Is What You Need To Know Before Investing In Locafy Limited (LCFY) (Insider Monkey)
Jul-10-25 08:00AM	Experience.com Partners with Locafy to Redefine Local Digital Marketing in APAC (GlobeNewswire)
Jul-07-25 09:40AM	Locafy Launches AI-Driven SEO Product Suite for FY26 (GlobeNewswire) -24.51%
Jul-03-25 08:00AM	Locafy Receives Nasdaq Notification Regarding Delayed Filing of Interim Financials (GlobeNewswire) -5.50%
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Jun-27-25 08:00AM	Locafy Partners with Leading U.S. Reputation Platform - Plans to Scale Deployment of "AI-Ready" Search Solutions (GlobeNewswire) +225.49%
Apr-04-25 08:35AM	AI & Technology Virtual Investor Conference: Presentations Now Available for Online Viewing (GlobeNewswire) -13.26%
Apr-01-25 09:24AM	Locafy to Present at the AI & Technology Virtual Investor Conference April 3rd (GlobeNewswire)
09:08AM	AI & Technology Virtual Investor Conference Agenda Announced for April 3rd (GlobeNewswire)
Feb-19-25 08:00AM	Locafy Limited Highlights Growth and Strategic Partnerships in Recent Investor Presentations (GlobeNewswire)
Feb-13-25 08:00AM	Locafy Introduces Localizer, a Powerful Solution to Boost Local Search Visibility and Drive Partner-Led Growth (GlobeNewswire) +11.18%
Jan-30-25 08:30AM	Fathom Holdings Partners with Locafy Limited to Boost Real Estate Agents' Visibility in Local Search Results (PR Newswire) +15.70%
Jan-21-25 09:00AM	Sidoti Events, LLC's Virtual January Micro-Cap Conference (ACCESSWIRE)
Jan-17-25 08:00AM	Locafy Launches Strategic Partner Program with Announcement of Unique Point Partnership and Highlights Resellers Transitioning to Strategic Partner Program (GlobeNewswire)
Dec-19-24 08:30AM	Locafy Unveils 2025 Product Roadmap: AI-Powered Publishing Solutions to Potentially Revolutionize Local SEO (GlobeNewswire)
Nov-14-24 06:38AM	Locafy Ltd. Transitions to Global Publishing with SEO Tech (TipRanks)
06:38AM	Locafy Ltd. Eyes Growth Amid SEO Innovations (TipRanks)
Nov-13-24 08:30AM	Locafy Secures Media Contract with Total Potential Contract Value of Up to US$6.5 Million (GlobeNewswire) +15.61%
Nov-12-24 04:15PM	Locafy Reports Fiscal First Quarter 2025 Results (GlobeNewswire)
04:05PM	Locafy Reports Fiscal Fourth Quarter and Full Year 2024 Results (GlobeNewswire)
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Aug-14-24 04:15PM	Locafy to Present at the 2024 Gateway Conference on September 5th (GlobeNewswire) -7.17%
Jul-15-24 07:35AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday (InvestorPlace) -34.70%
Jun-04-24 08:00AM	Locafy Announces First Signed Contracts Through its Partnership Agreement With diDNA (GlobeNewswire) +5.26%
Jun-03-24 04:10PM	Locafy to Participate in the Charting the Course: Navigating the Intersection of TMT and Business in the AI Era Conference Presented by Maxim Group LLC on Tuesday, June 4th at 4:30 p.m. ET (GlobeNewswire) -5.00%
May-01-24 01:53PM	LCFY Stock Earnings: Locafy Reported Results for Q3 2024 (InvestorPlace) -16.31%
08:00AM	Locafy Reports Fiscal Third Quarter 2024 Results (GlobeNewswire)
Apr-11-24 08:30AM	Locafy Announces New Value-Based SEO Pricing Model (GlobeNewswire)
Apr-02-24 10:52PM	LCFY Stock Earnings: Locafy Reported Results for Q2 2024 (InvestorPlace) -22.10%
04:10PM	Locafy Reports Fiscal First Half 2024 Results (GlobeNewswire)
Mar-25-24 08:30AM	Locafy Launches Hotfrog Proximity Page Application Built in Collaboration with Yext (GlobeNewswire)
Feb-29-24 08:00AM	Locafy Announces Partnership Agreement with diDNA to Enhance Digital Property Portfolio with Leading Advertising Technology (GlobeNewswire)
Feb-21-24 08:00AM	Locafy Signs Series of Commercial Agreements with Localista (GlobeNewswire)
Dec-20-23 08:00AM	Locafy Regains Compliance with Nasdaq Stockholders' Equity Requirement (GlobeNewswire) +5.16%
Dec-12-23 08:00AM	Locafy Announces First Subscription Contract from Agreement with U.S.-Based Media Publisher (GlobeNewswire)
Nov-28-23 08:00AM	Locafy Announces First Trial Results from Preliminary Article Accelerator Implementation for U.S.-Based Media Publisher (GlobeNewswire) +8.88%
Nov-27-23 04:10PM	Locafy Reports Fiscal First Quarter 2024 Results (GlobeNewswire)
Oct-12-23 08:00AM	CORRECTION -- Locafy Reports Fiscal Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
Oct-11-23 04:10PM	Locafy Reports Fiscal Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
Sep-26-23 08:00AM	Locafy Partners with TransUnion to Add 17 Million US Business Listings to Global Publishing Network (GlobeNewswire)
Sep-19-23 04:10PM	Locafy Announces Enterprise Partnership with Method (GlobeNewswire)
Sep-06-23 04:10PM	Locafy to Present at the H.C. Wainwright 25th Annual Global Investment Conference (GlobeNewswire)
Aug-28-23 08:00AM	Locafy Granted Continued Listing on Nasdaq (GlobeNewswire)
Aug-10-23 06:45AM	7 Stocks Under $10 to Buy for August (InvestorPlace) -6.15%
Jul-18-23 08:00AM	Locafy Announces Enterprise Contract with Marketing & Advertising Agency to Utilize Locafys Products (GlobeNewswire)
Jul-05-23 08:00AM	Locafy Acquires Citation Boost Technology to Further Bolster Entity-Based Local SEO Studio (GlobeNewswire) +6.01%
Jun-22-23 11:00AM	Locafy Announces Receipt of Nasdaq Listing Determination; Company to Request Hearing (GlobeNewswire) +6.86%
08:00AM	Locafy Announces Agreement with U.S.-Based Media Publisher to Utilize Entity-Based Keystone SEO Technology (GlobeNewswire)
Jun-15-23 08:00AM	Locafy Reports Fiscal Third Quarter 2023 Results (GlobeNewswire)
Jun-13-23 08:00AM	Locafy Announces Official Trinity Platform Launch (GlobeNewswire)
Mar-24-23 04:10PM	Locafy Receives Non-Compliance Notice Regarding Nasdaq Minimum Stockholders Equity Requirement (GlobeNewswire)
Mar-18-23 08:41AM	Locafy First Half 2023 Earnings: AU$3.93 loss per share (vs AU$1.40 loss in 1H 2022) (Simply Wall St.)
Mar-16-23 04:10PM	Locafy Reports Fiscal First Half 2023 Results (GlobeNewswire) -5.95%
Feb-27-23 04:10PM	Locafy to Present at the Coffee Microcaps Morning Meeting on Thursday, March 2, 2023 (GlobeNewswire) -16.88%
Jan-25-23 04:10PM	Locafy Named a Finalist in the 2022-2023 Cloud Awards (GlobeNewswire) +8.85%
Jan-09-23 04:10PM	Locafy Announces Updated Profitability Timeline for FY 2023 (GlobeNewswire) +7.15% +19.43%
Dec-23-22 08:00AM	Locafy Regains Compliance with Nasdaq Minimum Bid Price Requirement (GlobeNewswire)
Dec-05-22 08:30AM	Stock Pitch World Cup(TM), Educational Panels and 49 Companies to Present at the Planet MicroCap Showcase: VIRTUAL on December 6-8, 2022 (ACCESSWIRE) +8.03%
Nov-30-22 04:10PM	Locafy to Present at the Planet MicroCap Showcase: VIRTUAL 2022 on Wednesday, December 7, 2022 (ACCESSWIRE) +8.19%
Nov-08-22 04:10PM	Locafy Reports Fiscal First Quarter 2023 Results (GlobeNewswire) -18.33%
Oct-31-22 04:10PM	Locafy Limited to Release Fiscal First Quarter 2023 Financial Results on Tuesday, November 8, 2022 (GlobeNewswire)
Oct-17-22 04:10PM	In a New Audio Interview, Toni Loudenbeck of Traders News Source Interviews Gavin Burnett CEO, Locafy Ltd (ACCESSWIRE) +7.56%
Oct-04-22 08:00AM	Locafy Announces Brand Boost Launch (GlobeNewswire) +14.89%
Sep-09-22 08:00AM	Locafy to Present at the H.C. Wainwright 24th Annual Global Investment Conference (GlobeNewswire) +6.76%
Sep-06-22 08:00AM	Locafy Acquires Jimmy Kelley Digital (GlobeNewswire) -7.26%
Aug-25-22 08:00AM	Locafy Appoints Gateway to Lead Expanded Investor Relations Program (GlobeNewswire) -5.29%
Jul-27-22 09:20AM	Locafy Announces Preliminary Unaudited Revenue for the Financial Year Ended June 30, 2022 (GlobeNewswire) +27.95%
Jul-15-22 04:06PM	Ranko Matic joins the Locafy Board as Independent Director (GlobeNewswire) -13.27%
Jul-08-22 09:42AM	Locafy Receives Non-Compliance Notice Regarding Nasdaq Minimum Bid Price Requirement (GlobeNewswire) -6.40%
Jun-21-22 07:25AM	Locafy Limited Announces Operations Update June 2022 (GlobeNewswire) -8.50%
Jun-14-22 07:10AM	Locafy ramps up acquisition and partnership strategy (GlobeNewswire)
May-20-22 07:35AM	Locafys latest tech breakthrough helps clients be found even faster online (GlobeNewswire)
May-09-22 08:29AM	Locafy Exceeds $500k Monthly Revenue Milestone as Product Take-Up Accelerates (GlobeNewswire) +5.15%
May-06-22 07:40AM	Locafy Confirms Australian Customers Eligibility for a $1billion Tax Deduction Incentive (GlobeNewswire)

Locafy Ltd. engages in commercializing Software as a Service (SaaS) online marketing technology. Its databases include Hotfrog, AussieWeb.com.au, PinkPages.com.au, SuperPages.com.au, and Scoop.com.au. It operates through the following geographical segments: Australia, North America & Other. The company was founded by Gavin Burnett on April 23, 2009 and is headquartered in Subiaco, Australia.

FounderMr. Gavin Burnett

CFO & Executive DirectorMr. Melvin Tan

Chief Operating OfficerJason Jackson

Global Head of Search TechnologiesMr. Jimmy Kelley

Head of Research & DevelopmentUmair Ehsan

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Jackson Jason Dale	Chief Operating Officer	Apr 02 '26	Buy	4.20	9,285	38,997	11,050	Apr 07 12:28 PM
Gavin Geoffery Burnett	Officer, Director, 10% Shareho	Jan 16 '26	Proposed Sale	5.68	25,000	142,000		Feb 17 09:03 PM
Gavin Geoffery Burnett	Officer, Director, 10% Shareho	Nov 20 '25	Proposed Sale	3.27	5,000	16,340		Dec 01 08:45 AM

Open in Screener

CMTV

Community Bancorp Inc Vermont

May 20 • 04:00PM ET

40.30

+0.32 0.80 %

Financial • Banks - Regional • USA • Micro • NASD

CMTV Community Bancorp Inc Vermont daily Stock Chart

Peers: FCAP TSBK FNWB PKBK BWB

| Held by: VTI VXF DFAT DFMC

Index	-	P/E	12.71	EPS (ttm)	3.17	Insider Own	11.50%	Shs Outstand	5.60M	Perf Week	4.78%
Market Cap	225.33M	Forward P/E	-	EPS next Y	-	Insider Trans	2.51%	Shs Float	4.95M	Perf Month	4.73%
Enterprise Value	-	PEG	-	EPS next Q	-	Inst Own	13.58%	Short Float	1.73%	Perf Quarter	28.43%
Income	17.74M	P/S	3.28	EPS this Y	-	Inst Trans	24.17%	Short Ratio	2.54	Perf Half Y	72.29%
Sales	68.68M	P/B	1.93	EPS next Y	-	ROA	1.47%	Short Interest	0.09M	Perf YTD	61.91%
Book/sh	20.88	P/C	-	EPS next 5Y	-	ROE	16.21%	52W High	42.92 -6.09%	Perf Year	123.89%
Cash/sh	-	P/FCF	11.83	EPS past 3/5Y	5.97% 8.21%	ROIC	12.22%	52W Low	17.52 130.02%	Perf 3Y	123.89%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	15.78% 11.35%	Gross Margin	-	Volatility	3.52% 3.86%	Perf 5Y	116.32%
Dividend TTM	0.99 (2.46%)	EV/Sales	-	EPS Y/Y TTM	32.55%	Oper. Margin	28.66%	ATR (14)	1.75	Perf 10Y	191.82%
Dividend Ex-Date	Apr 24, 2026	Quick Ratio	-	Sales Y/Y TTM	9.68%	Profit Margin	25.83%	RSI (14)	58.46	Recom	-
Dividend Gr. 3/5Y	2.13% 5.22%	Current Ratio	0.10	EPS Q/Q	25.36%	SMA20	1.33%	Beta	0.44	Target Price	-
Payout	32.55%	Debt/Eq	0.76	Sales Q/Q	10.57%	SMA50	6.64%	Rel Volume	2.36	Prev Close	39.98
Employees	125	LT Debt/Eq	0.25	Earnings	-	SMA200	45.31%	Avg Volume	33.71K	Price	40.30
IPO	Apr 15, 1994	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	76,742	Change	0.80%

Apr-21-26 03:20PM

Community Bancorp. Reports First Quarter 2026 Earnings

(ACCESSWIRE)

Community Bancorp operates as a bank holding company, which engages in a full line of personal and business financial services. The firm provides retail banking services to the residents, businesses, and municipalities in northeastern and central Vermont. It operates through the following segments: Commercial and Industrial, Purchased, Commercial Real Estate, Municipal, Residential Real Estate-1st Lien, Residential Real Estate -Jr Lien, and Consumer. The Commercial and Industrial segment includes commercial and industrial loans and to a lesser extent loans to finance agricultural production. The Purchased segment offers commercial loans to medical professionals nationwide and sells them individually to a secondary market, primarily banks, through a bid process. The Commercial Real Estate segment is involved in farm loans secured by farmland and buildings. The Municipal segment offers municipal financing transactions and backed by the full faith and credit of town governments or dedicated governmental revenue sources, with no historical losses recognized by the company. The Residential Real Estate-1st Lien segment deals with the family owner-occupied residential real estate mortgage services. The Residential Real Estate -Jr Lien segment offers family residential real estate mortgage services. The Consumer segment is made for individuals for consumer and household purposes. The company was founded in 1982 and is headquartered in Derby, VT.

CEOMr. Christopher L. Caldwell

Corporate Secretary & TreasurerMs. Louise M. Bonvechio

Financial Officer & ControllerMs. Candace A. Patenaude

Principal Accounting OfficerMs. Nikole M. Brainard

Marketing Director of Community National BankMs. Tracy D. Roberts

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Caldwell Christopher L.	Pres/CEO/Dir of Company & Bank	Apr 06 '26	Buy	35.30	1,000	35,299	12,000	Apr 06 09:11 PM
Lamberton Wayne	Director	Apr 06 '26	Buy	34.32	1,350	46,332	10,045	Apr 06 09:06 PM
Laforce David	Director	Mar 03 '26	Buy	30.00	895	26,850	9,859	Mar 17 09:43 AM
Laforce David	Director	Feb 20 '26	Buy	31.38	140	4,393	8,964	Mar 17 09:43 AM
BONVECHIO LOUISE M	Executive VP & CFO	Mar 12 '26	Buy	32.75	763	24,988	12,009	Mar 12 01:25 PM
BONVECHIO LOUISE M	Executive VP & CFO	Mar 12 '26	Buy	32.75	763	24,988	12,009	Mar 12 01:20 PM
Lamberton Wayne	Director	Mar 10 '26	Buy	30.50	130	3,965	8,695	Mar 10 12:31 PM
Moore Jeffrey Lee	Director	Mar 04 '26	Buy	30.45	100	3,045	13,727	Mar 05 09:40 AM
Marvin Emma	Director	Feb 13 '26	Buy	32.50	3,100	100,750	9,648	Feb 13 11:51 AM
Bouffard David Mark	Director	Feb 04 '26	Buy	31.45	500	15,725	6,736	Feb 05 10:39 AM
Conant Aminta K	Director	Feb 02 '26	Buy	31.50	4,000	126,000	11,059	Feb 03 08:52 AM
Caldwell Christopher L.	Pres/CEO/Dir of Company & Bank	Feb 02 '26	Buy	31.77	1,000	31,771	11,000	Feb 02 01:58 PM
Lamberton Wayne	Director	Feb 02 '26	Buy	31.19	2,000	62,380	8,565	Feb 02 01:51 PM

Open in Screener

MKZR

Mackenzie Realty Capital Inc

May 20 • 04:00PM ET

2.42

-0.03 -1.22 %

Real Estate • REIT - Diversified • USA • Nano • NASD

MKZR Mackenzie Realty Capital Inc daily Stock Chart

Peers: SQFT CMCT CTO FSP ALX

| Held by: VXF

Index	-	P/E	-	EPS (ttm)	-10.59	Insider Own	22.20%	Shs Outstand	2.16M	Perf Week	5.22%
Market Cap	5.46M	Forward P/E	-	EPS next Y	-	Insider Trans	4.58%	Shs Float	1.75M	Perf Month	-27.33%
Enterprise Value	181.68M	PEG	-	EPS next Q	-	Inst Own	8.53%	Short Float	0.46%	Perf Quarter	-38.42%
Income	-18.64M	P/S	0.28	EPS this Y	-	Inst Trans	3.73%	Short Ratio	0.38	Perf Half Y	-49.58%
Sales	19.23M	P/B	0.10	EPS next Y	-	ROA	-7.18%	Short Interest	0.01M	Perf YTD	-40.51%
Book/sh	23.46	P/C	1.26	EPS next 5Y	-	ROE	-29.13%	52W High	16.90 -85.68%	Perf Year	-76.50%
Cash/sh	1.91	P/FCF	-	EPS past 3/5Y	- -14.21%	ROIC	-8.69%	52W Low	2.22 9.00%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	31.93	Sales past 3/5Y	28.75% 15.73%	Gross Margin	-17.62%	Volatility	5.24% 5.58%	Perf 5Y	-
Dividend TTM	-	EV/Sales	9.45	EPS Y/Y TTM	38.13%	Oper. Margin	-28.51%	ATR (14)	0.17	Perf 10Y	-
Dividend Ex-Date	Mar 31, 2025	Quick Ratio	0.73	Sales Y/Y TTM	-10.82%	Profit Margin	-96.94%	RSI (14)	35.54	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	0.73	EPS Q/Q	78.98%	SMA20	-8.27%	Beta	-1.04	Target Price	-
Payout	-	Debt/Eq	2.88	Sales Q/Q	28.19%	SMA50	-24.62%	Rel Volume	0.23	Prev Close	2.45
Employees	-	LT Debt/Eq	2.88	Earnings	-	SMA200	-43.87%	Avg Volume	21.34K	Price	2.42
IPO	May 14, 2024	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	4,936	Change	-1.22%

May-15-26 03:24PM	MacKenzie Realty Capital Reports Third Quarter 2026 Financial Results and Stabilization of Development (GlobeNewswire)
Dec-17-25 09:48AM	Small California REIT initiates strategic review (Multifamily Dive)
Aug-01-25 09:00AM	MacKenzie Realty Capital Announces Effective Date for 1-for-10 Reverse Stock Split (GlobeNewswire) -12.65%
Jul-09-25 11:56AM	MacKenzie Realty Capital Announces Plans for a 1-for-10 Reverse Stock Split (GlobeNewswire)
Jun-13-25 05:30PM	MacKenzie Realty Capital Secures $3 Million Loan for Non-Traded REIT Shares (GlobeNewswire) -5.87%
06:21PM	Loading…
Jun-11-25 06:21PM	MacKenzie Realty Capital Completes The Refinancing of Loan for the Main Street West Property (GlobeNewswire)
May-19-25 09:00AM	MacKenzie Realty Capital Reports Third Quarter FY 2025 Financial Results and Suspends Quarterly Common Dividend (GlobeNewswire)
Mar-31-25 12:04PM	MacKenzie Realty Capital Announces Forbearance Agreement, Refinancing (GlobeNewswire)
Feb-28-25 09:00AM	MacKenzie Realty Capital Announces Pricing of $4.8 Million Registered Direct Offering and Concurrent Private Placement (GlobeNewswire)
Feb-26-25 09:00AM	MacKenzie Realty Capital Announces Letter of Intent to Purchase Waterfront Property in Suisun (GlobeNewswire) +16.36%
Feb-24-25 09:15AM	MacKenzie Realty Capital Announces Starwood REIT Tender Offer (GlobeNewswire)
Feb-14-25 09:15AM	MacKenzie Realty Capital Reports Second Quarter FY 2025 Financial Results, Return to Positive FFO (GlobeNewswire) -9.43%
Feb-13-25 09:15AM	MacKenzie Realty Capital Provides Business Update (GlobeNewswire) +34.52%
Jan-22-25 09:30AM	MacKenzie Realty Capital Provides Development Update on Aurora at Green Valley (GlobeNewswire)
07:00AM	OTC Markets Group Announces Quarterly Index Performance and Rebalancing (GlobeNewswire)
12:54PM	Loading…
Dec-17-24 12:54PM	MacKenzie Realty Capital, Inc. Postpones 2024 Special Meeting of Stockholders, Announces 4th Quarter Dividend (GlobeNewswire)
Nov-21-24 03:06PM	MacKenzie Realty Capital Reports First Quarter FY 2025 Financial Results and Provides Business Update (GlobeNewswire)
Nov-08-24 05:32PM	MacKenzie Realty Capital, Inc. Announces Listing on Nasdaq (GlobeNewswire) +21.54%
Sep-27-24 05:55PM	MacKenzie Realty Capital, Inc. Announces 3 quarter dividend (GlobeNewswire) -6.97%
Sep-25-24 12:25PM	MacKenzie Realty Capital, Inc. Appoints Kjerstin Hatch to the Companys Board of Directors (GlobeNewswire) +9.32%
Aug-27-24 02:51PM	MacKenzie Realty Capital, Inc. Announces retention of Investment Banking Firm Maxim Group LLC (GlobeNewswire) +5.71%

MacKenzie Realty Capital, Inc. engages in investment activities. It includes buying real estate investment trusts and investing real estate securities. The company was founded by Charles Evans Patterson on January 25, 2012 and is headquartered in Orinda, CA.

ChairmanMr. Charles Evans Patterson II

CEO & PresidentMr. Robert E. Dixon C.F.A.

CFO & TreasurerMr. Angche Sherpa

Chief Operating OfficerMr. Glen William Fuller

Chief Compliance OfficerMs. Jeri Ruth Bluth

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DIXON ROBERT E	CEO/President	Apr 06 '26	Buy	3.50	10,000	34,972	54,241	Apr 07 03:19 PM
DIXON ROBERT E	CEO/President	Feb 24 '26	Buy	3.64	5,000	18,200	44,241	Feb 25 02:12 PM
DIXON ROBERT E	CEO/President	Nov 26 '25	Buy	4.05	3,000	12,150	39,241	Nov 28 11:48 AM
DIXON ROBERT E	CEO/President	Nov 24 '25	Buy	4.05	2,084	8,440	36,241	Nov 25 02:36 PM
DIXON ROBERT E	CEO/President	Nov 21 '25	Buy	4.00	1,862	7,448	34,157	Nov 25 02:36 PM
DIXON ROBERT E	CEO/President	Oct 02 '25	Buy	5.06	14,000	70,780	85,855	Oct 06 03:56 PM
DIXON ROBERT E	CEO/President	Oct 03 '25	Buy	5.10	1,000	5,100	86,855	Oct 06 03:56 PM
Sherpa Angche	Chief Financial Officer	Oct 02 '25	Buy	5.06	14,000	70,780	85,855	Oct 06 03:48 PM
Sherpa Angche	Chief Financial Officer	Oct 03 '25	Buy	5.10	1,000	5,100	86,855	Oct 06 03:48 PM
Simpson Christine Elizabeth	Chief Portfolio Manager	Oct 02 '25	Buy	5.06	14,000	70,780	85,855	Oct 06 02:54 PM
Simpson Christine Elizabeth	Chief Portfolio Manager	Oct 03 '25	Buy	5.10	1,000	5,100	86,855	Oct 06 02:54 PM
FULLER GLEN W	Treasurer	Oct 02 '25	Buy	5.06	14,000	70,780	85,855	Oct 06 02:43 PM
FULLER GLEN W	Treasurer	Oct 03 '25	Buy	5.10	1,000	5,100	86,855	Oct 06 02:43 PM
PATTERSON CHARLES E. II	General Counsel/Secretary	Oct 02 '25	Buy	5.06	14,000	70,780	85,855	Oct 06 02:36 PM
PATTERSON CHARLES E. II	General Counsel/Secretary	Oct 03 '25	Buy	5.10	1,000	5,100	86,855	Oct 06 02:36 PM
Bluth Jeri Ruth	Chief Compliance Officer	Oct 02 '25	Buy	5.06	14,000	70,780	85,855	Oct 06 02:02 PM
Bluth Jeri Ruth	Chief Compliance Officer	Oct 03 '25	Buy	5.10	1,000	5,100	86,855	Oct 06 02:02 PM
Simpson Christine Elizabeth	Chief Portfolio Manager	Aug 21 '25	Buy	5.10	15,146	77,245	70,864	Aug 25 11:51 AM
Sherpa Angche	Chief Financial Officer	Aug 21 '25	Buy	5.10	15,146	77,245	70,864	Aug 25 11:44 AM
Bluth Jeri Ruth	Chief Compliance Officer	Aug 21 '25	Buy	5.10	15,146	77,245	70,864	Aug 25 11:38 AM
FULLER GLEN W	Treasurer	Aug 21 '25	Buy	5.10	15,146	77,245	70,864	Aug 25 11:33 AM
PATTERSON CHARLES E. II	General Counsel/Secretary	Aug 21 '25	Buy	5.10	15,146	77,245	70,864	Aug 25 11:29 AM
DIXON ROBERT E	CEO/President	Aug 21 '25	Buy	5.10	15,146	77,245	70,864	Aug 25 11:24 AM
DIXON ROBERT E	CEO/President	Aug 18 '25	Buy	5.10	9,000	45,900	321,551	Aug 19 10:49 AM
Sherpa Angche	Chief Financial Officer	Aug 14 '25	Buy	4.84	20,012	96,858	55,718	Aug 15 11:50 AM
Simpson Christine Elizabeth	Chief Portfolio Manager	Aug 14 '25	Buy	4.84	20,012	96,858	55,718	Aug 15 11:46 AM
Bluth Jeri Ruth	Chief Compliance Officer	Aug 14 '25	Buy	4.84	20,012	96,858	55,718	Aug 15 11:39 AM
FULLER GLEN W	Treasurer	Aug 14 '25	Buy	4.84	20,012	96,858	55,718	Aug 15 11:35 AM
PATTERSON CHARLES E. II	General Counsel/Secretary	Aug 14 '25	Buy	4.84	20,012	96,858	55,718	Aug 15 11:24 AM
DIXON ROBERT E	CEO/President	Aug 14 '25	Buy	4.84	20,012	96,858	55,718	Aug 15 11:20 AM
Simpson Christine Elizabeth	Chief Portfolio Manager	Aug 13 '25	Buy	4.92	2,000	9,830	35,706	Aug 13 06:25 PM
Simpson Christine Elizabeth	Chief Portfolio Manager	Aug 12 '25	Buy	4.91	1,198	5,878	33,706	Aug 13 06:25 PM
Sherpa Angche	Chief Financial Officer	Aug 13 '25	Buy	4.92	2,000	9,830	35,706	Aug 13 06:15 PM
Sherpa Angche	Chief Financial Officer	Aug 12 '25	Buy	4.91	1,198	5,878	33,706	Aug 13 06:15 PM
Bluth Jeri Ruth	Chief Compliance Officer	Aug 13 '25	Buy	4.92	2,000	9,830	35,706	Aug 13 06:09 PM
Bluth Jeri Ruth	Chief Compliance Officer	Aug 12 '25	Buy	4.91	1,198	5,878	33,706	Aug 13 06:09 PM
FULLER GLEN W	Treasurer	Aug 13 '25	Buy	4.92	2,000	9,830	35,706	Aug 13 05:56 PM
FULLER GLEN W	Treasurer	Aug 12 '25	Buy	4.91	1,198	5,878	33,706	Aug 13 05:56 PM
PATTERSON CHARLES E. II	General Counsel/Secretary	Aug 13 '25	Buy	4.92	2,000	9,830	35,706	Aug 13 05:50 PM
PATTERSON CHARLES E. II	General Counsel/Secretary	Aug 12 '25	Buy	4.91	1,198	5,878	33,706	Aug 13 05:50 PM
DIXON ROBERT E	CEO/President	Aug 13 '25	Buy	4.92	2,000	9,830	35,706	Aug 13 05:43 PM
DIXON ROBERT E	CEO/President	Aug 12 '25	Buy	4.91	1,198	5,878	33,706	Aug 13 05:43 PM
Bluth Jeri Ruth	Chief Compliance Officer	Aug 08 '25	Buy	4.44	2,000	8,885	32,508	Aug 11 05:46 PM
FULLER GLEN W	Treasurer	Aug 08 '25	Buy	4.44	2,000	8,885	32,508	Aug 11 05:43 PM
PATTERSON CHARLES E. II	General Counsel/Secretary	Aug 08 '25	Buy	4.44	2,000	8,885	32,508	Aug 11 05:39 PM
Simpson Christine Elizabeth	Chief Portfolio Manager	Aug 08 '25	Buy	4.44	2,000	8,885	32,508	Aug 11 05:36 PM
Sherpa Angche	C	Aug 08 '25	Buy	4.44	2,000	8,885	32,508	Aug 11 05:31 PM
DIXON ROBERT E	CEO/President	Aug 08 '25	Buy	4.44	2,000	8,885	32,508	Aug 11 04:50 PM
Simpson Christine Elizabeth	Chief Portfolio Manager	Aug 06 '25	Buy	4.31	22,559	97,229	22,559	Aug 07 05:45 PM
Simpson Christine Elizabeth	Chief Portfolio Manager	Aug 07 '25	Buy	4.64	7,949	36,883	30,508	Aug 07 05:45 PM
Sherpa Angche	Chief Financial Officer	Aug 06 '25	Buy	4.31	22,559	97,229	22,559	Aug 07 05:39 PM
Sherpa Angche	Chief Financial Officer	Aug 07 '25	Buy	4.64	7,949	36,883	30,508	Aug 07 05:39 PM
PATTERSON CHARLES E. II	General Counsel/Secretary	Aug 06 '25	Buy	4.31	22,559	97,229	22,559	Aug 07 05:28 PM
PATTERSON CHARLES E. II	General Counsel/Secretary	Aug 07 '25	Buy	4.64	7,949	36,883	30,508	Aug 07 05:28 PM
FULLER GLEN W	Treasurer	Aug 06 '25	Buy	4.31	22,559	97,229	22,559	Aug 07 05:11 PM
FULLER GLEN W	Treasurer	Aug 07 '25	Buy	4.64	7,949	36,883	30,508	Aug 07 05:11 PM
Bluth Jeri Ruth	Chief Compliance Officer	Aug 06 '25	Buy	4.31	22,559	97,229	22,559	Aug 07 05:05 PM
Bluth Jeri Ruth	Chief Compliance Officer	Aug 07 '25	Buy	4.64	7,949	36,883	30,508	Aug 07 05:05 PM
DIXON ROBERT E	CEO/President	Aug 06 '25	Buy	4.31	22,559	97,229	22,559	Aug 07 10:30 AM

SWZ Total Return Securities Fund daily Stock Chart

Peers: CAF EEA GF TWN MXF

| Held by: CEFS

Index	-	P/E	-	EPS (ttm)	-	Insider Own	-	Shs Outstand	12.97M	Perf Week	-0.75%
Market Cap	77.32M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	12.80M	Perf Month	-2.13%
Enterprise Value	-	PEG	-	EPS next Q	-	Inst Own	-	Short Float	0.03%	Perf Quarter	-2.45%
Income	-	P/S	-	EPS this Y	-	Inst Trans	-	Short Ratio	0.06	Perf Half Y	-0.83%
Sales	-	P/B	-	EPS next Y	-	ROA	-	Short Interest	0.00M	Perf YTD	-4.18%
Book/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W High	6.43 -7.31%	Perf Year	-5.99%
Cash/sh	-	P/FCF	-	EPS past 3/5Y	- -	ROIC	-	52W Low	5.84 2.05%	Perf 3Y	6.21%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	0.65% 0.70%	Perf 5Y	-5.78%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	-	Oper. Margin	-	ATR (14)	0.05	Perf 10Y	-12.15%
Dividend Ex-Date	Apr 15, 2025	Quick Ratio	-	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	40.21	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	-	EPS Q/Q	-	SMA20	-1.14%	Beta	0.72	Target Price	-
Payout	-	Debt/Eq	-	Sales Q/Q	-	SMA50	-0.84%	Rel Volume	2.19	Prev Close	5.96
Employees	-	LT Debt/Eq	-	Earnings	-	SMA200	-1.66%	Avg Volume	70.67K	Price	5.96
IPO	Aug 19, 1987	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	154,273	Change	0.00%

Mar-27-26 04:32PM	Total Return Securities Fund Announces Annual Meeting (GlobeNewswire)
Jan-22-26 09:33AM	Total Return Securities Fund Announces Final Pricing of Tender Offer (GlobeNewswire)
Jan-21-26 07:46AM	Total Return Securities Fund Announces Results of Tender Offer (GlobeNewswire)
Dec-19-25 04:35PM	Total Return Securities Fund Announces Commencement of a Cash Tender Offer (GlobeNewswire)
Dec-08-25 07:56AM	Total Return Securities Fund Announces Expiration of Rights Offering (GlobeNewswire)
03:50PM	Loading…
Nov-03-25 03:50PM	Total Return Securities Fund Provides Details About Rights Offering and Subsequent Tender Offer (GlobeNewswire)
Aug-19-25 04:10PM	Total Return Securities Fund, Inc. Announces Rights Offering (GlobeNewswire)
Aug-07-25 04:00PM	Total Return Securities Fund, Inc. Makes Announcement (GlobeNewswire)
Jun-05-25 01:50AM	TOTAL RETURN SECURITIES FUND PORTFOLIO SNAPSHOT (PR Newswire)
Apr-21-25 08:47PM	TOTAL RETURN SECURITIES FUND PORTFOLIO SNAPSHOT (PR Newswire)
Mar-24-25 08:07PM	THE SWISS HELVETIA FUND, INC. DECLARES SPECIAL DISTRIBUTION OF $3.00 PER SHARE (PR Newswire)
Mar-07-25 06:18PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1458 PER SHARE (PR Newswire)
Feb-21-25 04:10PM	The Swiss Helvetia Fund Announces Results of Special Meeting (GlobeNewswire)
Jan-27-25 02:57PM	The Swiss Helvetia Fund Announces Special Meeting (GlobeNewswire)
Jan-10-25 04:15PM	The Swiss Helvetia Fund Announces Special Meeting (GlobeNewswire) +5.78%
01:22PM	Loading…
Dec-06-24 01:22PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION AT NEW RATE OF $0.1458 PER SHARE (PR Newswire)
Oct-23-24 03:55PM	THE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2024 ANNUAL MEETING OF STOCKHOLDERS (PR Newswire)
Sep-06-24 04:20PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARE (PR Newswire)
Jun-07-24 03:09PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARE (PR Newswire)
Mar-08-24 09:05AM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARE (PR Newswire)
Dec-08-23 03:25PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION AT NEW RATE OF $0.129 PER SHARE (PR Newswire)
Sep-19-23 12:22PM	Swiss Helvetia Fund Inc (SWZ): A Closer Look at Its Dividend Performance and Sustainability (GuruFocus.com)
Sep-15-23 11:13AM	THE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2023 ANNUAL MEETING OF STOCKHOLDERS (PR Newswire)
Sep-07-23 12:23PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY CASH DISTRIBUTION OF $0.12285 PER SHARE (PR Newswire)
Jun-09-23 09:53AM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY CASH DISTRIBUTION OF $0.12285 PER SHARE (PR Newswire)
Mar-09-23 02:40PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.12285 PER SHARE (PR Newswire)
Dec-16-22 04:00PM	THE SWISS HELVETIA FUND, INC. ANNOUNCES 2023 REPURCHASE PROGRAM (PR Newswire)
Dec-09-22 11:10AM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION AT NEW RATE OF $0.12285 PER SHARE (PR Newswire)
Sep-16-22 05:15PM	THE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2022 ANNUAL MEETING OF STOCKHOLDERS (PR Newswire)
Sep-08-22 01:19PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1665 PER SHARE (PR Newswire)
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Jun-07-22 09:50AM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1665 PER SHARE (PR Newswire)
Apr-01-22 04:00PM	THE SWISS HELVETIA FUND, INC. ANNOUNCES NEW CREDIT AGREEMENT (PR Newswire)
Mar-04-22 09:33AM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1665 PER SHARE (PR Newswire)
Dec-13-21 11:35AM	THE SWISS HELVETIA FUND, INC. ANNOUNCES 2022 REPURCHASE PROGRAM (PR Newswire)
Dec-10-21 04:31PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION AT NEW RATE OF $0.1665 PER SHARE (PR Newswire)
Sep-14-21 06:48PM	The Swiss Helvetia Fund, Inc. Announces Results Of The 2021 Annual Meeting Of Stockholders (PR Newswire)
Sep-09-21 11:50AM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.13755 Per Share (PR Newswire)
Aug-19-21 02:11PM	The Swiss Helvetia Fund, Inc. Announces New Location For 2021 Annual Meeting Of Stockholders (PR Newswire)
Jun-10-21 11:22AM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution of $0.13755 Per Share (PR Newswire)
Mar-12-21 04:15PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.13755 Per Share (PR Newswire)
Nov-25-20 04:01PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution At New Rate Of $0.13755 Per Share (PR Newswire)
Sep-16-20 03:48PM	The Swiss Helvetia Fund, Inc. Announces Results Of The 2020 Annual Meeting Of Stockholders (PR Newswire)
Sep-11-20 03:16PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.1404 Per Share (PR Newswire)
Aug-31-20 05:34PM	The Swiss Helvetia Fund, Inc. Announces New Location For 2020 Annual Meeting Of Stockholders (PR Newswire)
Jun-10-20 05:11PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution of $0.1404 Per Share (PR Newswire)
Mar-10-20 06:12PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.1404 Per Share (PR Newswire)
Jan-14-20 12:16PM	The Swiss Helvetia Fund, Inc. Announces Estimated Distribution Sources (PR Newswire)
Dec-13-19 08:25AM	The Swiss Helvetia Fund, Inc. Announces 2020 Repurchase Program (PR Newswire)
Dec-06-19 11:50AM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.1404 Per Share (PR Newswire)
Nov-07-19 04:57PM	The Swiss Helvetia Fund, Inc. Announces Resumption of Managed Distribution Plan (PR Newswire)
Nov-01-19 09:52AM	The Swiss Helvetia Fund, Inc. Announces Results Of The 2019 Annual Meeting Of Stockholders (PR Newswire)
Oct-04-19 04:45PM	The Swiss Helvetia Fund, Inc. Announces Adjournment Of 2019 Annual Meeting Of Stockholders To October 31, 2019 (PR Newswire)
Jul-29-19 06:12PM	The Swiss Helvetia Fund, Inc. Announces Filing Of Preliminary Proxy Materials; Proposal For Expanded Fund Mandate And Approval Of Investment Advisory Agreement With Bulldog Investors, LLC (PR Newswire)
Jan-25-19 04:40PM	The Swiss Helvetia Fund, Inc. Announces New Executive Officers (PR Newswire)
Dec-07-18 05:40PM	The Swiss Helvetia Fund, Inc. Announces 2019 Repurchase Program And Continued Suspension Of Managed Distribution Plan (PR Newswire)
Nov-20-18 01:00PM	The Swiss Helvetia Fund, Inc. Announces Final Results Of Cash Tender Offer (PR Newswire)
Nov-19-18 06:00AM	The Swiss Helvetia Fund, Inc. Announces Expiration And Preliminary Results Of Cash Tender Offer (PR Newswire)
Oct-22-18 06:07PM	The Swiss Helvetia Fund, Inc. Announces Commencement Of One-Time Cash Tender Offer (PR Newswire)
Oct-17-18 06:38PM	The Swiss Helvetia Fund, Inc. Announces Details Of Stock Dividend Payable On October 19, 2018 (PR Newswire)
Sep-07-18 04:55PM	The Swiss Helvetia Fund, Inc. Declares Stock Dividend (PR Newswire)
Aug-23-18 04:30PM	The Swiss Helvetia Fund, Inc. Announces Tender Offer and Stock Dividend (PR Newswire)
Jul-20-18 04:10PM	The Swiss Helvetia Fund, Inc. Announces Director Replacement (PR Newswire)
Jul-03-18 01:32PM	The Swiss Helvetia Fund, Inc. Announces Final Results of 2018 Annual Stockholder Meeting (PR Newswire)
Jun-29-18 04:15PM	The Swiss Helvetia Fund, Inc. Announces Payment Of Quarterly Distribution And Releases Estimated Distribution Sources (PR Newswire)
Jun-25-18 04:15PM	The Swiss Helvetia Fund, Inc. Announces Preliminary Results Of 2018 Annual Stockholder Meeting (PR Newswire)
Jun-12-18 04:15PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.2025 Per Share (PR Newswire)
Jun-08-18 05:44PM	The Swiss Helvetia Fund, Inc. Announces ISS And Glass Lewis Voting Recommendations For 2018 Annual Stockholder Meeting (PR Newswire)
May-29-18 05:44PM	The Swiss Helvetia Fund, Inc. Announces Adoption Of Managed Distribution Plan (PR Newswire)
Dec-07-17 04:47PM	The Swiss Helvetia Fund, Inc. Announces Board Action On By-Law Amendments And Managed Distribution Policy (PR Newswire)
Dec-04-17 04:35PM	The Swiss Helvetia Fund, Inc. Declares Income Distribution And Announces 2018 Stock Repurchase Program (PR Newswire)
Aug-18-17 04:05PM	The Swiss Helvetia Fund, Inc. Announces New Class II Director (PR Newswire)
Jul-07-17 05:11PM	The Swiss Helvetia Fund, Inc. Announces Preliminary Results Of 2017 Annual Stockholder Meeting (PR Newswire)
Jun-27-17 04:05PM	The Swiss Helvetia Fund, Inc. Declares Income Distribution (PR Newswire)
Jun-19-17 08:00AM	The Swiss Helvetia Fund, Inc. Announces ISS Voting Recommendations For 2017 Annual Stockholder Meeting (PR Newswire)
Apr-26-17 08:30AM	The Swiss Helvetia Fund, Inc. Announces Final Results Of One-time Cash Tender Offer (PR Newswire)
Apr-25-17 08:30AM	The Swiss Helvetia Fund, Inc. Announces Expiration And Preliminary Results Of One-Time Cash Tender Offer (PR Newswire)
Apr-17-17 04:05PM	The Swiss Helvetia Fund, Inc. Announces Director Nominations And Resignations (PR Newswire)
Mar-28-17 04:01PM	The Swiss Helvetia Fund, Inc. Announces Commencement of One-Time Cash Tender Offer (PR Newswire)
Mar-22-17 04:10PM	The Swiss Helvetia Fund, Inc. Announces One-Time Cash Tender Offer (PR Newswire)
Dec-23-16 11:23AM	SWISS HELVETIA FUND, INC. Files SEC form 8-K, Changes in Registrant's Certifying Accountant
Dec-06-16 05:05PM	The Swiss Helvetia Fund, Inc. Announces Director Replacement And Planned Director Retirements (PR Newswire)
Dec-05-16 05:21PM	The Swiss Helvetia Fund, Inc. Declares Income Distribution and Announces 2017 Stock Repurchase Program (PR Newswire)
Dec-02-16 01:04PM	SWISS HELVETIA FUND, INC. Financials
Nov-11-16 04:40PM	The Swiss Helvetia Fund, Inc. Announces Decision Not To Call Requested Special Stockholder Meeting (PR Newswire)
Nov-07-16 05:24PM	The Swiss Helvetia Fund, Inc. Announces Intention To Seek Stockholder Approval To Declassify Its Board Of Directors (PR Newswire)
12:04AM	Pros, Cons of Swiss Stocks (The Wall Street Journal)
Nov-02-16 12:41PM	Swiss Helvetia Fund Inc. (SWZ): Bulldog Investors Raises Stake and Asks for Special Meeting (Insider Monkey)
Jun-23-16 06:29PM	The Swiss Helvetia Fund, Inc. Declares Capital Gain Distributions and Announces Appointment of New Director (PR Newswire) -5.72%
Jun-20-16 05:02PM	SWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure
Mar-03-16 02:01PM	Vollgeld: What It Means for Fractional Reserve Banking in Switzerland
Dec-08-15 05:35PM	The Swiss Helvetia Fund, Inc. Declares Income And Capital Gain Distributions And Announces Extension Of Stock Repurchase Program (PR Newswire)
Oct-27-15 06:02AM	SWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure
Jun-25-15 05:01PM	The Swiss Helvetia Fund, Inc. Declares Income And Capital Gains Distributions (PR Newswire)
06:02AM	SWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure
Mar-17-15 05:12PM	The Swiss Helvetia Fund, Inc. Announces Stock Repurchase Program (PR Newswire)
Jan-23-15 06:01AM	SWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure
Jan-22-15 06:26PM	The Swiss Helvetia Fund, Inc. Announces Conference Call To Discuss Recent Market Events (PR Newswire)
Dec-03-14 06:29PM	The Swiss Helvetia Fund, Inc. Declares Capital Gains Distribution (PR Newswire)
Jul-23-14 03:25PM	The Swiss Helvetia Fund, Inc. Announces Revised Net Asset Value Information (PR Newswire)
Jul-08-14 07:00AM	CEF Update: News You Can Use (Morningstar)

The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Dakos Andrew	President and CEO	May 18 '26	Buy	5.95	4,000	23,800	110,000	May 20 04:14 PM
Dakos Andrew	President and CEO	May 20 '26	Buy	5.96	2,987	17,803	113,000	May 20 04:14 PM
Dakos Andrew	President and CEO	May 19 '26	Buy	5.95	13	77	110,013	May 20 04:14 PM
SELL MORITZ A	Director	Apr 24 '26	Buy	6.07	1,002	6,077	11,000	Apr 27 04:05 PM
Dakos Andrew	President and CEO	Apr 16 '26	Buy	6.06	7,718	46,741	103,000	Apr 20 04:22 PM
Dakos Andrew	President and CEO	Apr 17 '26	Buy	6.09	3,000	18,270	106,000	Apr 20 04:22 PM
Dakos Andrew	President and CEO	Apr 16 '26	Buy	6.04	547	3,304	40,000	Apr 20 04:22 PM
Dakos Andrew	President and CEO	Apr 08 '26	Buy	5.97	4,000	23,900	94,282	Apr 09 04:06 PM
Dakos Andrew	President and CEO	Apr 07 '26	Buy	5.95	2,000	11,900	90,282	Apr 09 04:06 PM
Dakos Andrew	President and CEO	Apr 02 '26	Buy	5.93	4,863	28,828	88	Apr 06 04:38 PM
Dakos Andrew	President and CEO	Apr 06 '26	Buy	5.95	100	595	88,282	Apr 06 04:38 PM
Dakos Andrew	President and CEO	Mar 27 '26	Buy	5.92	5,900	34,928	78,019	Mar 31 04:05 PM
Dakos Andrew	President and CEO	Mar 30 '26	Buy	5.91	5,300	31,312	83,319	Mar 31 04:05 PM
Dakos Andrew	President and CEO	Mar 24 '26	Buy	5.96	6,000	35,750	73,119	Mar 26 04:25 PM
GOLDSTEIN PHILLIP	Secretary	Mar 18 '26	Buy	5.98	10,000	59,800	113,234	Mar 19 04:20 PM
Dakos Andrew	President and CEO	Mar 12 '26	Buy	6.00	3,324	19,944	67,119	Mar 13 05:08 PM
Dakos Andrew	President and CEO	Mar 11 '26	Buy	6.00	1,700	10,200	63,795	Mar 13 05:08 PM
Dakos Andrew	President and CEO	Mar 06 '26	Buy	5.97	12,500	74,625	62,095	Mar 09 04:05 PM
Dakos Andrew	President and CEO	Mar 05 '26	Buy	6.01	12,000	72,120	49,595	Mar 09 04:05 PM
GOLDSTEIN PHILLIP	Secretary	Mar 05 '26	Buy	5.99	10,000	59,900	103,234	Mar 09 04:05 PM
GOLDSTEIN PHILLIP	Secretary	Mar 03 '26	Buy	6.01	5,000	30,050	93,234	Mar 05 04:11 PM
Dakos Andrew	President and CEO	Mar 02 '26	Buy	6.02	14,918	89,762	37,595	Mar 04 04:18 PM
Dakos Andrew	President and CEO	Feb 26 '26	Buy	6.17	5,000	30,850	20,677	Mar 02 06:46 PM
Dakos Andrew	President and CEO	Feb 27 '26	Buy	6.20	2,000	12,400	22,677	Mar 02 06:46 PM
GOLDSTEIN PHILLIP	Director	Feb 23 '26	Buy	6.13	5,000	30,650	87,910	Feb 25 04:26 PM
Dakos Andrew	President and CEO	Feb 23 '26	Buy	6.13	4,000	24,540	14,003	Feb 25 04:06 PM
Dakos Andrew	President and CEO	Feb 24 '26	Buy	6.16	1,674	10,319	15,677	Feb 25 04:06 PM
Dakos Andrew	President and CEO	Feb 19 '26	Buy	6.12	5,000	30,599	7,003	Feb 23 04:05 PM
Dakos Andrew	President and CEO	Feb 20 '26	Buy	6.16	3,000	18,476	10,003	Feb 23 04:05 PM
GOLDSTEIN PHILLIP	Director	Feb 06 '26	Buy	6.07	10,000	60,700	82,910	Feb 10 04:05 PM
Dakos Andrew	President and CEO	Feb 03 '26	Buy	5.97	10,000	59,670	33,453	Feb 05 06:55 PM
Dakos Andrew	President and CEO	Feb 04 '26	Buy	6.03	6,000	36,180	39,453	Feb 05 06:55 PM
SELL MORITZ A	Director	Feb 02 '26	Buy	5.98	1,120	6,698	8,998	Feb 04 04:05 PM
SELL MORITZ A	Director	Feb 03 '26	Buy	5.96	1,000	5,960	9,998	Feb 04 04:05 PM
GOLDSTEIN PHILLIP	Director	Jan 30 '26	Buy	5.92	10,000	59,200	72,910	Feb 03 04:00 PM
CSS LLC/IL	10% Owner	Dec 30 '25	Sale	6.25	12,196	76,180	1,686,971	Dec 31 11:55 AM
CSS LLC/IL	10% Owner	Dec 29 '25	Sale	6.26	7,772	48,665	1,699,167	Dec 31 11:55 AM
CSS LLC/IL	10% Owner	Dec 26 '25	Sale	6.26	21,000	131,436	1,706,939	Dec 29 04:17 PM
CSS LLC/IL	10% Owner	Dec 23 '25	Sale	6.25	5,400	33,775	1,729,039	Dec 29 04:17 PM
CSS LLC/IL	10% Owner	Dec 24 '25	Sale	6.22	1,100	6,843	1,727,939	Dec 29 04:17 PM
CSS LLC/IL	10% Owner	Dec 22 '25	Sale	6.26	1,067	6,678	1,734,439	Dec 29 04:17 PM
CSS LLC/IL	10% Owner	Dec 15 '25	Sale	6.23	7,000	43,600	1,735,506	Dec 17 10:29 AM
SELL MORITZ A	Director	Dec 11 '25	Option Exercise	6.07	7,400	44,918	11,800	Dec 12 05:16 PM
Dakos Andrew	President and CEO	Dec 11 '25	Option Exercise	6.07	35,064	212,838	35,128	Dec 12 05:14 PM
Das Rajeev P	Secretary	Dec 11 '25	Option Exercise	6.07	468	2,841	500	Dec 12 05:09 PM
GOLDSTEIN PHILLIP	Director	Dec 11 '25	Option Exercise	6.07	80,976	491,524	93,224	Dec 12 05:04 PM
SELL MORITZ A	Director	Oct 27 '25	Buy	6.05	1,000	6,055	4,400	Oct 29 04:16 PM
SELL MORITZ A	Director	Jun 30 '25	Buy	6.34	1,815	11,507	3,400	Jul 01 04:39 PM

Open in Screener

CULP

Culp Inc

May 20 • 04:00PM ET

3.07

+0.08 2.68 %

Consumer Cyclical • Textile Manufacturing • USA • Nano • NASD

Peers: UFI CRWS FLXS BSET HOFT

| Held by: VTI DFMC VXF IWC DFAS DFAC DFSU DFUS DCOR

Index	-	P/E	-	EPS (ttm)	-0.80	Insider Own	10.95%	Shs Outstand	12.66M	Perf Week	-6.97%
Market Cap	38.87M	Forward P/E	-	EPS next Y	-0.15	Insider Trans	2.34%	Shs Float	11.28M	Perf Month	1.66%
Enterprise Value	48.08M	PEG	-	EPS next Q	-0.11	Inst Own	57.79%	Short Float	0.21%	Perf Quarter	-11.27%
Income	-10.04M	P/S	0.19	EPS this Y	38.56%	Inst Trans	4.40%	Short Ratio	0.60	Perf Half Y	-20.88%
Sales	200.63M	P/B	0.77	EPS next Y	84.04%	ROA	-8.09%	Short Interest	0.02M	Perf YTD	-13.76%
Book/sh	3.97	P/C	3.35	EPS next 5Y	-	ROE	-18.28%	52W High	4.80 -36.04%	Perf Year	-24.20%
Cash/sh	0.92	P/FCF	-	EPS past 3/5Y	-79.82% 6.75%	ROIC	-17.20%	52W Low	2.70 13.70%	Perf 3Y	-37.09%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-10.24% -3.60%	Gross Margin	13.47%	Volatility	5.92% 5.71%	Perf 5Y	-79.78%
Dividend TTM	-	EV/Sales	0.24	EPS Y/Y TTM	54.60%	Oper. Margin	-3.87%	ATR (14)	0.18	Perf 10Y	-88.49%
Dividend Ex-Date	Apr 08, 2022	Quick Ratio	0.70	Sales Y/Y TTM	-6.24%	Profit Margin	-5.01%	RSI (14)	41.92	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.71	EPS Q/Q	17.50%	SMA20	-6.86%	Beta	1.23	Target Price	8.00
Payout	-	Debt/Eq	0.41	Sales Q/Q	-8.21%	SMA50	0.56%	Rel Volume	0.39	Prev Close	2.99
Employees	829	LT Debt/Eq	0.16	Earnings	Mar 11 AMC	SMA200	-16.62%	Avg Volume	39.42K	Price	3.07
IPO	Aug 30, 1983	Option/Short	Yes / Yes	EPS/Sales Surpr.	-92.86% -7.13%	Trades		Volume	15,410	Change	2.68%

Date	Action	Analyst	Rating Change	Price Target Change
May-29-20	Upgrade	Stifel	Hold → Buy	$8 → $13
Feb-19-20	Downgrade	Stifel	Buy → Hold	$20 → $11
Mar-01-19	Upgrade	Raymond James	Mkt Perform → Outperform	$22

Apr-09-26 06:10PM	Culp to Participate in Water Tower Research Insights Conference on April 14, 2026 (Newsfile) +5.78%
Mar-12-26 03:03PM	Culp Inc (CULP) Q3 2026 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com) -6.60%
Mar-11-26 04:15PM	Culp Announces Third Quarter Fiscal 2026 Results (Business Wire)
Mar-06-26 04:00PM	Culp, Inc. to Webcast Third Quarter Fiscal 2026 Conference Call (Business Wire)
Feb-24-26 07:15AM	Interface (TILE) Q4 Earnings and Revenues Beat Estimates (Zacks)
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Feb-23-26 08:00AM	Culp to Transfer Stock Exchange Listing to Nasdaq (Business Wire)
Feb-12-26 05:50PM	Mohawk Industries (MHK) Surpasses Q4 Earnings Estimates (Zacks)
Jan-14-26 04:21AM	New Strong Sell Stocks for Jan. 14 (Zacks)
Dec-11-25 04:00PM	Culp Inc (CULP) Q2 2026 Earnings Call Highlights: Navigating Challenges with Strategic Cost ... (GuruFocus.com) -6.02%
Dec-10-25 06:40PM	Culp, Inc. (CULP) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
05:29PM	Culp Announces Second Quarter Fiscal 2026 Results (Business Wire)
Dec-05-25 02:30PM	Culp, Inc. to Webcast Second Quarter Fiscal 2026 Conference Call (Business Wire)
Nov-20-25 08:40AM	Warner Music Group Corp. (WMG) Q4 Earnings Lag Estimates (Zacks)
Nov-18-25 05:25PM	Dolby Laboratories (DLB) Q4 Earnings and Revenues Beat Estimates (Zacks)
Sep-12-25 03:01AM	Culp Inc (CULP) Q1 2026 Earnings Call Highlights: Navigating Challenges with Strategic Improvements (GuruFocus.com)
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Sep-10-25 05:45PM	Culp, Inc. (CULP) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
04:30PM	Culp Announces First Quarter Fiscal 2026 Results (Business Wire)
09:18AM	Earnings To Watch: Culp Inc (CULP) Reports Q1 2026 Result (GuruFocus.com)
Sep-09-25 09:18AM	What To Expect From Culp Inc (CULP) Q1 2026 Earnings (GuruFocus.com) +6.06%
Sep-04-25 02:00PM	Culp, Inc. to Webcast First Quarter Fiscal 2026 Conference Call (Business Wire)
Aug-07-25 06:40PM	E.W. Scripps (SSP) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
Jun-27-25 03:01AM	Culp Inc (CULP) Q4 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
Jun-25-25 04:15PM	Culp Announces Fourth Quarter and Full Year Fiscal 2025 Results, Completed Restructuring Provides Foundation for Improved Operating Performance in Fiscal 2026 (Business Wire)
09:19AM	Culp Inc (CULP) Q4 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jun-20-25 03:42PM	Culp, Inc. to Webcast Fourth Quarter and Fiscal 2025 Conference Call (Business Wire)
Jun-09-25 04:15PM	Culp Enters Into Multi-Year Agreement With Largest Shareholder (Business Wire) -5.60%
May-12-25 04:15PM	Culp Completes Sale of Canada Manufacturing Facility (Business Wire)
Apr-24-25 09:35AM	Culp, Inc. Announces Strategic Transformation of Operating Model Following Completion of Restructuring Initiatives (Business Wire) +5.03%
Mar-07-25 02:01PM	Culp Inc (CULP) Q3 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
Mar-05-25 04:20PM	Culp Elects New Member to Board of Directors (Business Wire) -12.35%
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04:15PM	Culp Announces Results for Third Quarter Fiscal 2025, Highlighted by Continued Improvement in Mattress Fabrics Operating Performance and Execution on Restructuring Initiatives (Business Wire)
Feb-28-25 03:15PM	Culp, Inc. to Webcast Third Quarter Fiscal 2025 Conference Call (Business Wire)
Dec-06-24 05:16AM	Q2 2025 Culp Inc Earnings Call (Thomson Reuters StreetEvents)
02:01AM	Culp Inc (CULP) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
Dec-04-24 04:15PM	Culp Announces Results for Second Quarter Fiscal 2025, Highlighted by Sequential Improvement in Mattress Fabrics Performance, Along With Steady Restructuring Progress (Business Wire)
Nov-27-24 12:06PM	Culp, Inc. to Webcast Second Quarter Fiscal 2025 Conference Call (Business Wire)
Nov-04-24 09:55AM	Culp, Inc. (CULP): A Bull Case Theory (Insider Monkey)
Sep-06-24 01:20AM	Q1 2025 Culp Inc Earnings Call (Thomson Reuters StreetEvents)
Sep-04-24 04:15PM	Culp Announces Results for First Quarter Fiscal 2025, Highlighted by a 14.2% Sequential Increase in Sales and Stable Cash Position (Business Wire)
Aug-29-24 02:18PM	Culp, Inc. to Webcast First Quarter Fiscal 2025 Conference Call (Business Wire)
Jul-22-24 01:44PM	Culp Names Mary Beth Hunsberger as President of Culp Upholstery Fabrics (Business Wire)
Jul-03-24 08:02AM	Culp, Inc. (NYSE:CULP) Q4 2024 Earnings Call Transcript (Insider Monkey) +7.32%
Jun-29-24 05:21AM	Q4 2024 Culp Inc Earnings Call (Thomson Reuters StreetEvents)
Jun-27-24 08:52PM	CULP Stock Earnings: Culp Beats EPS, Misses Revenue for Q4 2024 (InvestorPlace)
05:25PM	Culp, Inc. (CULP) Reports Q4 Loss, Lags Revenue Estimates (Zacks)
04:15PM	Culp Announces Results for Fourth Quarter and Fiscal 2024, Provides Update on Restructuring Initiatives (Business Wire)
Jun-24-24 02:30PM	Culp, Inc. to Webcast Fourth Quarter and Fiscal 2024 Conference Call (Business Wire)
Jun-17-24 04:15PM	Alexander B. Jones from 22NW, LP to be Added to the Board and Nominated to Serve on Culp, Inc. Board of Directors at 2024 Annual Shareholders Meeting. (Business Wire)
May-01-24 04:10PM	Culp Announces Broad Restructuring Plan Primarily Focused on Mattress Fabrics Segment, Also Updates Financial Outlook for the Fourth Quarter of Fiscal 2024 (Business Wire)
Mar-08-24 09:19AM	Culp, Inc. (NYSE:CULP) Q3 2024 Earnings Call Transcript (Insider Monkey)
01:25AM	Q3 2024 Culp Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-07-24 12:38PM	Culp's (CULP) Q3 Earnings Miss Estimates, Revenues Beat (Zacks) +7.02%
Mar-06-24 05:30PM	Culp, Inc. (CULP) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:15PM	Culp Announces Results for Third Quarter Fiscal 2024, With Continued Sequential and Year-Over-Year Operating Improvement (Business Wire)
Mar-05-24 01:02PM	Culp (CULP) to Report Q3 Earnings: Here's What to Expect (Zacks)
Mar-01-24 03:15PM	Culp, Inc. to Webcast Third Quarter Fiscal 2024 Conference Call (Business Wire)
Feb-14-24 02:41AM	Jim Simons Adds Culp Inc to Renaissance Technologies' Portfolio (GuruFocus.com)
Jan-10-24 11:00AM	Culp, Inc. to Participate in Water Tower Research Furniture/Furnishings Virtual Conference 2024 (Business Wire)
Jan-08-24 04:15PM	Culp Announces Leadership Addition at Culp Upholstery Fabrics, Along With Planned Transition for Division President Boyd Chumbley (Business Wire)
Dec-06-23 08:29AM	Culp, Inc. (NYSE:CULP) Q2 2024 Earnings Call Transcript (Insider Monkey)
03:18AM	Q2 2024 Culp Inc Earnings Call (Thomson Reuters StreetEvents)
Dec-05-23 01:13PM	Culp's (CULP) Q2 Earnings & Revenues Beat Estimates, Stock Up (Zacks) +9.68%
Dec-04-23 05:25PM	Culp, Inc. (CULP) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:15PM	Culp Announces Results for Second Quarter Fiscal 2024, With Continued Sequential and Strong Year-Over-Year Operating Improvement and a Solid Financial Position (Business Wire)
Dec-01-23 11:08AM	Culp (CULP) to Report Q2 Earnings: Here's What to Expect (Zacks)
Nov-27-23 03:15PM	Culp, Inc. to Webcast Second Quarter Fiscal 2024 Conference Call (Business Wire)
Sep-16-23 03:00AM	Insider Buying: President, Mattress Fabrics Thomas Bruno Acquires 2,924 Shares of Culp Inc (GuruFocus.com)
Sep-14-23 03:05PM	Insider Buying: Director Jonathan Kelly Acquires 2000 Shares of Culp Inc (GuruFocus.com)
Sep-01-23 08:53AM	Culp, Inc. (NYSE:CULP) Q1 2024 Earnings Call Transcript (Insider Monkey)
02:41AM	Q1 2024 Culp Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-31-23 11:19AM	Culp's (CULP) Q1 Earnings Beat Estimates, Revenues Miss (Zacks)
07:49AM	High Point's Culp Inc. sees things slowly improving but reports another down quarter (American City Business Journals)
Aug-30-23 05:40PM	Culp, Inc. (CULP) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
04:15PM	Culp Announces Results for First Quarter Fiscal 2024, With Better-than-Expected Operating Improvement and Continued Solid Financial Position (Business Wire)
Aug-28-23 11:11AM	Culp (CULP) to Report Strong Q1 Earnings: Factors to Note (Zacks)
Aug-25-23 03:15PM	Culp, Inc. to Webcast First Quarter Fiscal 2024 Conference Call (Business Wire)
Aug-03-23 01:05PM	Culp Announces 2023 Annual Meeting Date (Business Wire)
Jul-26-23 01:12PM	Daily Vickers Top Buyers & Sellers for 07/26/2023 (Argus Research)
Jul-24-23 07:12AM	Daily Vickers Top Buyers & Sellers for 07/24/2023 (Argus Research)
Jul-17-23 07:44AM	3 Penny Stocks That Will Skyrocket Before 2025 (InvestorPlace)
Jul-12-23 07:22AM	Daily Vickers Top Buyers & Sellers for 07/12/2023 (Argus Research)
Jul-11-23 06:08AM	Daily Vickers Top Buyers & Sellers for 07/11/2023 (Argus Research)
Jul-01-23 07:59AM	Culp, Inc. (NYSE:CULP) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jun-30-23 03:32AM	Q4 2023 Culp Inc Earnings Call (Thomson Reuters StreetEvents)
Jun-28-23 05:35PM	Culp, Inc. (CULP) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:15PM	Culp Announces Results for Fourth Quarter and Fiscal 2023, Ends Year With Quarterly Sales and Operating Improvement and Higher Cash Position (Business Wire)
Jun-27-23 11:36AM	Culp (NYSE:CULP) Is In A Strong Position To Grow Its Business (Simply Wall St.)
Jun-23-23 11:00AM	Culp, Inc. to Webcast Fourth Quarter and Fiscal 2023 Conference Call (Business Wire)
May-31-23 10:25AM	Several Insiders Invested In Culp Flagging Positive News \ (Simply Wall St.)
May-04-23 06:59AM	Why Culp, Inc. (NYSE:CULP) Could Be Worth Watching (Simply Wall St.)
Apr-06-23 11:00AM	Culp, Inc. to Participate in Water Tower Research Fireside Chat Series (Business Wire)
Mar-27-23 02:21PM	Investors in Culp (NYSE:CULP) have unfortunately lost 80% over the last five years (Simply Wall St.)
Mar-11-23 07:05AM	Culp Third Quarter 2023 Earnings: Misses Expectations (Simply Wall St.)
Mar-05-23 07:14AM	Culp, Inc. (NYSE:CULP) Shares Could Be 30% Above Their Intrinsic Value Estimate (Simply Wall St.)
Mar-03-23 01:29AM	Q3 2023 Culp Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-01-23 07:35PM	Culp, Inc. (CULP) Reports Q3 Loss, Misses Revenue Estimates (Zacks)
04:15PM	Culp Announces Results for Third Quarter Fiscal 2023 (Business Wire)
Feb-24-23 03:15PM	Culp, Inc. to Webcast Third Quarter Fiscal 2023 Conference Call (Business Wire)
Jan-18-23 09:33AM	We're Hopeful That Culp (NYSE:CULP) Will Use Its Cash Wisely (Simply Wall St.)
Dec-22-22 08:45AM	Great news for Culp, Inc. (NYSE:CULP): Insiders acquired stock in large numbers last year (Simply Wall St.)

Culp, Inc. engages in the design, manufacture, and trade of mattresses and upholstery products. It operates through the Mattress Fabrics and Upholstery Fabrics segments. The Mattress Fabrics segment markets and sells covers and beddings under the Culp Home Fashions brand. The Upholstery Fabrics segment produces and supplies fabrics for residential and commercial manufacturers. The company was founded by Robert G. Culp, Jr. and Robert G. Culp, III in 1972 and is headquartered in High Point, NC.

Executive Chairman & Strategic AdvisorMr. Franklin N. Saxon

PresidentMr. Robert G. Culp IV

Executive VPMr. Kenneth R. Bowling

Chief Commercial OfficerMr. Thomas M. Bruno

Chief Operating OfficerMs. Mary Beth Hunsberger

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Bruno Thomas	Chief Commercial Officer	Apr 02 '26	Buy	2.77	10,000	27,650	90,000	Apr 06 08:11 AM
CULP ROBERT GEORGE IV	President & CEO	Mar 30 '26	Buy	2.90	3,179	9,219	126,317	Mar 31 01:01 PM
Gatling Kimberly Bullock	Director	Mar 26 '26	Buy	2.97	1,812	5,382	49,402	Mar 27 04:23 PM
Hunsberger Mary Elizabeth	Chief Operating Officer	Mar 18 '26	Buy	3.08	5,000	15,390	20,000	Mar 20 12:37 PM
CULP ROBERT GEORGE IV	President & CEO	Mar 18 '26	Buy	3.13	2,941	9,205	123,138	Mar 20 12:20 PM
CULP ROBERT GEORGE IV	President & CEO	Mar 17 '26	Buy	3.18	4,356	13,852	120,197	Mar 18 11:22 AM
CULP ROBERT GEORGE IV	President & CEO	Mar 16 '26	Buy	3.15	4,383	13,806	115,841	Mar 18 11:22 AM
JACKSON FRED A	Director	Sep 24 '25	Option Exercise	0.00	10,033	0	91,073	Sep 25 06:07 PM
Gatling Kimberly Bullock	Director	Sep 24 '25	Option Exercise	0.00	9,197	0	47,590	Sep 25 05:30 PM
Jones Alexander B	Director	Sep 24 '25	Option Exercise	0.00	9,197	0	9,722	Sep 25 04:49 PM
DECKER SHARON A	Former Director	Sep 24 '25	Option Exercise	0.00	9,197	0	54,580	Sep 25 11:58 AM
Baugh John Allen	Former Director	Sep 24 '25	Option Exercise	0.00	9,197	0	56,275	Sep 25 11:03 AM
CULP ROBERT GEORGE IV	President & CEO	Sep 22 '25	Buy	4.42	7,428	32,832	111,458	Sep 23 06:09 PM
Gatling Kimberly Bullock	Director	Sep 22 '25	Buy	4.30	2,347	10,091	38,393	Sep 23 05:11 PM
Bruno Thomas	Chief Commercial Officer	Sep 22 '25	Buy	4.35	5,372	23,372	80,000	Sep 23 04:50 PM
Bruno Thomas	Chief Commercial Officer	Sep 06 '25	Option Exercise	0.00	12,557	0	78,628	Sep 09 01:25 PM
Bruno Thomas	Chief Commercial Officer	Jul 11 '25	Option Exercise	0.00	9,197	0	65,675	Jul 15 11:53 AM
Bowling Kenneth R	EVP & CFO	Jul 11 '25	Option Exercise	0.00	11,315	0	43,911	Jul 15 11:35 AM
Huffman Teresa Atkins	SVP & CHRO	Jul 11 '25	Option Exercise	0.00	5,242	0	12,209	Jul 15 10:49 AM
Chandler Ronald S	VP & Corporate Controller	Jul 11 '25	Option Exercise	0.00	1,500	0	3,041	Jul 15 08:54 AM
CULP ROBERT GEORGE IV	President & CEO	Jul 11 '25	Option Exercise	0.00	13,935	0	295,710	Jul 14 07:32 PM
CULP ROBERT GEORGE IV	President & CEO	Jul 01 '25	Buy	4.15	12,000	49,800	104,030	Jul 03 09:25 AM

Open in Screener

HUIZ

Huize Holding Ltd ADR

May 20 • 04:00PM ET

1.80

+0.03 1.69 %

Financial • Insurance Brokers • China • Nano • NASD

HUIZ Huize Holding Ltd ADR daily Stock Chart

Peers: BWIN HIPO KINS EVER YRD

Index	-	P/E	7.22	EPS (ttm)	0.25	Insider Own	0.00%	Shs Outstand	8.60M	Perf Week	20.00%
Market Cap	15.48M	Forward P/E	281.69	EPS next Y	0.01	Insider Trans	-	Shs Float	8.60M	Perf Month	7.78%
Enterprise Value	-8.90M	PEG	8.45	EPS next Q	-	Inst Own	0.82%	Short Float	1.42%	Perf Quarter	-11.32%
Income	2.53M	P/S	0.08	EPS this Y	52.66%	Inst Trans	-1.53%	Short Ratio	0.50	Perf Half Y	-41.67%
Sales	185.20M	P/B	0.32	EPS next Y	29.41%	ROA	1.99%	Short Interest	0.12M	Perf YTD	-35.94%
Book/sh	5.68	P/C	0.39	EPS next 5Y	33.34%	ROE	4.56%	52W High	4.53 -60.26%	Perf Year	-17.05%
Cash/sh	4.63	P/FCF	-	EPS past 3/5Y	- -	ROIC	4.17%	52W Low	1.18 51.90%	Perf 3Y	-64.36%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	8.58% 4.48%	Gross Margin	29.10%	Volatility	17.82% 11.05%	Perf 5Y	-94.04%
Dividend TTM	-	EV/Sales	-0.05	EPS Y/Y TTM	-17.56%	Oper. Margin	0.08%	ATR (14)	0.19	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.48	Sales Y/Y TTM	19.30%	Profit Margin	1.36%	RSI (14)	58.66	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.48	EPS Q/Q	145.80%	SMA20	8.83%	Beta	0.90	Target Price	2.81
Payout	0.00%	Debt/Eq	0.22	Sales Q/Q	40.39%	SMA50	10.33%	Rel Volume	0.07	Prev Close	1.77
Employees	853	LT Debt/Eq	0.06	Earnings	Mar 27 BMO	SMA200	-29.53%	Avg Volume	244.37K	Price	1.80
IPO	Feb 12, 2020	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	17,946	Change	1.69%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-09-25	Downgrade	Citigroup	Buy → Neutral	$2.30

May-20-26 07:30AM	Sidoti Events, LLC's May Micro-Cap Virtual Conference (ACCESSWIRE)
05:00AM	Huize Holding Limited Announces Select Operating Metrics for the First Quarter of 2026 (GlobeNewswire)
Apr-24-26 08:20AM	Huize Holding Limited Files 2025 Annual Report on Form 20-F (GlobeNewswire)
Mar-27-26 05:00AM	Huize Holding Limited Reports Unaudited Financial Results for the Second Half and Full Year 2025 (GlobeNewswire)
Mar-17-26 06:00AM	Huize Holding Limited to Report Second Half and Full Year 2025 Financial Results on March 27, 2026 (GlobeNewswire) +5.88%
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Dec-22-25 04:41AM	Huize Holding Limited Adopts Semi-Annual Financial Reporting Schedule and Announces Select Operating Metrics for the Third Quarter of 2025 (GlobeNewswire)
Nov-26-25 04:00AM	Huize Holding Limited to Hold Annual General Meeting on December 17, 2025 (GlobeNewswire)
Oct-02-25 05:00AM	Huize Holding Limited Announces Resignation of an Independent Director (GlobeNewswire)
Sep-17-25 05:00AM	Huize Holding Limited (NASDAQ: HUIZ) Secures MAS Licence in Singapore For Poni, Advancing its Dual-Hub Strategy (GlobeNewswire) -20.52%
Sep-13-25 07:00AM	Huize Holding Ltd (HUIZ) Q2 2025 Earnings Call Highlights: Record Revenue and Strategic Growth ... (GuruFocus.com)
Sep-12-25 08:04AM	Huize CEO Vows To Redefine Insurance Value Chain With AI Powered Transformation (Benzinga) +48.76%
05:00AM	Huize Holding Limited Reports Second Quarter 2025 Unaudited Financial Results (GlobeNewswire)
Sep-02-25 05:00AM	Huize Holding Limited to Report Second Quarter 2025 Financial Results on September 12, 2025 (GlobeNewswire) +5.69%
Aug-19-25 08:00AM	Sidoti Events, LLC's Virtual August Micro-Cap Conference (ACCESSWIRE)
Jun-07-25 11:02PM	Huize Holding Ltd (HUIZ) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
05:00AM	Loading…
Jun-06-25 05:00AM	Huize Holding Limited Reports First Quarter 2025 Unaudited Financial Results (GlobeNewswire) +7.41%
May-23-25 05:00AM	Huize Holding Limited to Report First Quarter 2025 Financial Results on June 6, 2025 (GlobeNewswire)
Apr-24-25 05:00AM	Huize Holding Limited Files 2024 Annual Report on Form 20-F (GlobeNewswire) +10.17%
Mar-25-25 03:00AM	Huize Holding Ltd (HUIZ) Q4 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com) -8.64%
01:18AM	Q4 2024 Huize Holding Ltd Earnings Call (Thomson Reuters StreetEvents)
Mar-24-25 10:53AM	Huize Holding Limited (HUIZ) Q4 2024 Earnings Call Transcript (SeekingAlpha) -5.94%
05:00AM	Huize Holding Limited Reports Fourth Quarter and Full Year 2024 Unaudited Financial Results (GlobeNewswire)
Mar-10-25 05:00AM	Huize Holding Limited to Report Fourth Quarter and Full Year 2024 Financial Results on March 24, 2025 (GlobeNewswire) -8.81%
Feb-25-25 08:59AM	Huize Holding Limited (HUIZ) Embeds AI for Smarter Insurance Boosts Efficiency by 300% (Insider Monkey) -11.38%
Feb-21-25 06:00AM	Huize pioneers DeepSeek integration in China's insurance sector, revolutionizing consumer-facing insurance services for the AI era (GlobeNewswire) +8.46%
Jan-22-25 05:00AM	Huize Served Over 1.3 Million Families, Facilitating More Than 12 Million Insurance Policies in 2024 (GlobeNewswire)
Jan-16-25 05:00AM	Huize Launches Customized Mid-Tier Medical Insurance Product "PrimeMed" in Partnership with CCIC and MSH CHINA (GlobeNewswire)
Dec-31-24 04:00AM	Huize Regains Compliance with Nasdaq Minimum Bid Price Requirement (GlobeNewswire)
Dec-14-24 06:29AM	Huize Holding Reports Record Q3 Results and Expands Internationally (TipRanks)
Dec-11-24 02:00AM	Huize Holding Ltd (HUIZ) Q3 2024 Earnings Call Highlights: Record Premiums and International ... (GuruFocus.com) -24.21%
10:02PM	Loading…
Dec-10-24 10:02PM	Q3 2024 Huize Holding Ltd Earnings Call (Thomson Reuters StreetEvents) -32.51%
04:00AM	Huize Holding Limited Reports Third Quarter 2024 Unaudited Financial Results (GlobeNewswire)
Nov-29-24 04:00AM	Huize Holding Limited to Report Third Quarter 2024 Financial Results on December 10, 2024 (GlobeNewswire)
Nov-19-24 04:00PM	Huize Holding Limited Announces Plan to Implement ADS Ratio Change (GlobeNewswire) -9.33%
Nov-18-24 05:00AM	Huize's Chang Xiang An No.2 Long-Term Medical Insurance Product Wins Annual Popular Commercial Health Insurance Product Award from Today Insurance (GlobeNewswire)
Oct-31-24 05:00AM	Huize Holding Limited to Hold Annual General Meeting on November 29, 2024 (GlobeNewswire)
Oct-09-24 08:24AM	Poni Insurtech and Global Care Launch Health Insurance Comparison Platform in Vietnam (GlobeNewswire) -5.47%
Sep-26-24 03:00AM	Huize Holding Ltd (HUIZ) Q2 2024 Earnings Call Transcript Highlights: Strong Growth in Renewal ... (GuruFocus.com)
Sep-25-24 05:00AM	Huize Holding Limited Reports Second Quarter 2024 Unaudited Financial Results (GlobeNewswire) -14.38%
Sep-19-24 05:00AM	Huize Partners with New China Life Insurance to Launch Bliss No.2 A Customized Lifetime Annuity Insurance Product (GlobeNewswire) +10.60%
Sep-06-24 06:00AM	Huize Holding Limited to Report Second Quarter 2024 Financial Results on September 25, 2024 (GlobeNewswire)
Sep-05-24 06:30AM	Huize's International Arm Poni Insurtech Completes Acquisition of Controlling Stake in Global Care, a Leading Insurtech Platform in Vietnam (GlobeNewswire)
Aug-22-24 05:30AM	Huize Partners with CPIC P&C to Launch Little Scholar A Customized Student Accident Insurance Product (GlobeNewswire)
Jul-25-24 06:45AM	Huize Announces Strategic Partnership with New China Life Insurance to Jointly Launch Bliss A Customized Annuity Insurance Product (GlobeNewswire)
Jul-16-24 06:00AM	Huize Holding Limited Regains Compliance with Nasdaq Minimum Bid Price Requirement (GlobeNewswire)
Jun-20-24 07:28AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday (InvestorPlace)
06:45AM	Huize Acquires Leading Vietnam Insurtech Platform Global Care (GlobeNewswire)
Jun-12-24 07:00AM	Presenting on the Emerging Growth Conference 72 Day 2 on June 13 Register Now (GlobeNewswire)
Jun-11-24 05:30AM	Huize to Present at the Emerging Growth Conference on June 13, 2024 (GlobeNewswire) -5.00%
Jun-07-24 05:00AM	Huize Partners with PICC P&C to Launch "WarmTreasure No.3" - A Customized Child Outpatient and Emergency Insurance Product (GlobeNewswire)
May-23-24 10:52PM	HUIZ Stock Earnings: Huize Holding Reported Results for Q1 2024 (InvestorPlace) -5.88%
06:00PM	Huize Holding Limited Reports First Quarter 2024 Unaudited Financial Results (GlobeNewswire)
May-16-24 05:00AM	Huize Holding Limited to Report First Quarter 2024 Financial Results on May 23, 2024 (GlobeNewswire) +6.27%
Apr-19-24 07:30AM	Huize Partners with PICC Life Insurance to Launch i Wu You Low-Threshold Edition A Customized Critical Illness Insurance Product (GlobeNewswire)
07:11AM	Huize Holding Limited Files 2023 Annual Report on Form 20-F (GlobeNewswire)
Apr-17-24 06:30AM	Huize Partners with Aviva-COFCO to Launch Fu Man Jia A Customized Participating Whole Life Insurance Product (GlobeNewswire)
Apr-15-24 05:00AM	Huize Partners with Ruihua Health Assurance to Launch Darwin Critical Care No.9 A Customized Critical Illness Insurance Product (GlobeNewswire)
Mar-26-24 05:00AM	Huize Holding Limited Announces Participation in the LD Micro Invitational XIV (Newsfile) +5.62%
Mar-21-24 10:43AM	Huize Holding Limited (NASDAQ:HUIZ) Q4 2023 Earnings Call Transcript (Insider Monkey)
02:26AM	Q4 2023 Huize Holding Ltd Earnings Call (Thomson Reuters StreetEvents)
Mar-20-24 10:53AM	HUIZ Stock Earnings: Huize Holding Reported Results for Q4 2023 (InvestorPlace)
05:00AM	Huize Holding Limited Reports Fourth Quarter and Full Year 2023 Unaudited Financial Results (GlobeNewswire)
05:00AM	Huize Authorizes US$5 Million Share Repurchase Program (GlobeNewswire)
Mar-07-24 05:00AM	Huize Holding Limited to Report Fourth Quarter and Full Year 2023 Financial Results on March 20, 2024 (GlobeNewswire) +14.49%
Jan-18-24 04:00AM	Huize Achieved a 98.6% Customer Satisfaction Rate for Online Customer Services and Helped over 1 Million Families Resolve Claims in 2023 (GlobeNewswire) -5.26%
Dec-15-23 04:00AM	Huize Partners with PICC Life Insurance to Launch Darwin Critical Care No.8 Advanced A Customized Critical Illness Insurance Product (GlobeNewswire)
Nov-20-23 12:58PM	Huize Holding Limited (NASDAQ:HUIZ) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-18-23 01:10AM	Q3 2023 Huize Holding Ltd Earnings Call (Thomson Reuters StreetEvents)
Nov-17-23 04:00AM	Huize Reports Third Quarter 2023 Unaudited Financial Results (GlobeNewswire) +16.57%
Nov-15-23 04:00AM	Huize Partners with Dajia Annuity Insurance to Launch Dajia Hui Xuan A Customized Retirement Annuity Insurance Product (GlobeNewswire)
Nov-06-23 04:00AM	Huize Holding Limited to Report Third Quarter 2023 Financial Results on November 17, 2023 (GlobeNewswire)
Oct-31-23 05:00AM	Huize Holding Limited to Hold Annual General Meeting on November 30, 2023 (GlobeNewswire)
Oct-17-23 05:00AM	Huize Partners with Hongkang Life to Launch Jin Man Yi Zu No.5 : A Customized Retirement Annuity Insurance Product (GlobeNewswire)
Oct-13-23 05:00PM	Huize Partners with Junlong Life to Launch Guardian Critical Care No.6 A Customized Multiple-Benefit Critical Illness Insurance Product (GlobeNewswire)
Sep-27-23 05:00AM	Huize Partners with Dingcheng Life to Launch Xiao Tao Qi No.2 A Customized Child Critical Illness Insurance Product (GlobeNewswire)
Aug-17-23 08:05AM	Huize Holding Limited (NASDAQ:HUIZ) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-15-23 11:36PM	Q2 2023 Huize Holding Ltd Earnings Call (Thomson Reuters StreetEvents)
05:00AM	Huize Reports Second Quarter 2023 Unaudited Financial Results and Revises Upward Full Year Non-GAAP Net Profit Guidance (GlobeNewswire)
Aug-11-23 05:00AM	Huize Partners with China Pacific Life Insurance (HK) to Launch Jin Man Yi Zu Multi-Currency A Customized Whole Life Insurance Product for the Hong Kong Market (GlobeNewswire)
Aug-03-23 05:00AM	Huize Holding Limited to Report Second Quarter 2023 Financial Results on August 15, 2023 (GlobeNewswire)
Jul-14-23 07:20AM	Cautious Investors Not Rewarding Huize Holding Limited's (NASDAQ:HUIZ) Performance Completely (Simply Wall St.)
Jun-15-23 05:30AM	Huize Announces Strategic Partnership with China Pacific Property Insurance and Joint Launch of Xiao Xin An No.3 An Accident Insurance Product Customized for the Elderly (GlobeNewswire)
Jun-02-23 06:22AM	Huize Holding First Quarter 2023 Earnings: EPS: CN¥0.35 (vs CN¥0.21 in 1Q 2022) (Simply Wall St.) +13.56%
May-31-23 01:12PM	Huize Holding Limited (NASDAQ:HUIZ) Q1 2023 Earnings Call Transcript (Insider Monkey) +6.19%
01:18AM	Q1 2023 Huize Holding Ltd Earnings Call (Thomson Reuters StreetEvents)
May-30-23 05:00AM	Huize Reports First Quarter 2023 Unaudited Financial Results and Revises Upward Full Year Non-GAAP Net Profit Guidance (GlobeNewswire) +11.88%
May-19-23 05:00AM	Huize Holding Limited to Report First Quarter 2023 Financial Results on May 30, 2023 (GlobeNewswire) -8.18%
May-13-23 08:08AM	Huize Holding (NASDAQ:HUIZ shareholders incur further losses as stock declines 13% this week, taking three-year losses to 84% (Simply Wall St.)
Apr-19-23 04:30PM	Huize Holding Limited Files 2022 Annual Report on Form 20-F (GlobeNewswire)
Mar-29-23 07:29AM	Huize Holding Limited (NASDAQ:HUIZ) Q4 2022 Earnings Call Transcript (Insider Monkey)
Mar-27-23 05:00AM	Huize Holding Limited Reports Fourth Quarter and Full Year 2022 Unaudited Financial Results (GlobeNewswire) -5.88%
Mar-25-23 09:46AM	Huize Holding Limited (NASDAQ:HUIZ) Could Be Less Than A Year Away From Profitability (Simply Wall St.)
Mar-24-23 06:00AM	Huize Announces Strategic Partnership with Ping An Health Insurance and the Joint Launch of Chang Xiang An A Customized Long-term Medical Insurance Product (GlobeNewswire)
Mar-17-23 05:00AM	Huize Authorizes US$5 Million Share Repurchase Program (GlobeNewswire)
Mar-16-23 05:00AM	Huize Holding Limited to Report Fourth Quarter and Full Year 2022 Financial Results on March 27, 2023 (GlobeNewswire)
Mar-07-23 04:00AM	Huize Partners with Guofu Life to Launch Ding Hai Zhu No.3 - a Term Life Insurance Product for the Younger Generation (GlobeNewswire)
Feb-22-23 04:05AM	Huize Partners with Hongkang Life Insurance to Launch Jin Man Yi Zu No.3 A Customized Whole Life Insurance Product (GlobeNewswire) +11.67%
Feb-16-23 05:00AM	Huize Partners with Guolian Life Insurance to Launch Xiao Tao Qi No.1 A Customized Child Critical Illness Insurance Product (GlobeNewswire)
Jan-11-23 04:00AM	Huize Achieved a 92% Customer Satisfaction Rate in 2022 Customer Service Survey (GlobeNewswire)
Dec-14-22 04:00AM	Huize Regains Compliance with Nasdaq Minimum Bid Price Requirement (GlobeNewswire) +6.56%

Huize Holding Ltd. engages in the provision of insurance brokerage services through its online platform. It distributes insurance products underwritten by insurer partners and helps them to reach a large number of insurance clients. The company was founded by Cun Jun Ma in August 2006 and is headquartered in Shenzhen, China.

FounderMr. Cunjun Ma

Co-Chief Financial OfficerMr. Minghan Xiao

Co-Chief Financial OfficerMr. Kwok Ho Tam

General CounselMs. Hong Zhu

VP & DirectorMs. Xuchun Luo

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ma Cunjun	Chief Executive Officer	Apr 16 '26	Buy	1.69	10,000	16,900	124,818	Apr 20 06:09 AM
Ma Cunjun	Chief Executive Officer	Apr 10 '26	Buy	1.50	5,000	7,500	114,818	Apr 14 06:06 AM
Ma Cunjun	Chief Executive Officer	Apr 08 '26	Buy	1.42	339	481	109,718	Apr 10 06:04 AM
Ma Cunjun	Chief Executive Officer	Apr 09 '26	Buy	1.45	100	145	109,818	Apr 10 06:04 AM
Ma Cunjun	Chief Executive Officer	Apr 02 '26	Buy	1.42	6,000	8,520	10,029,000	Apr 06 06:15 AM
Ma Cunjun	Chief Executive Officer	Apr 03 '26	Buy	1.39	179	249	10,029,179	Apr 06 06:15 AM
Ma Cunjun	Chief Executive Officer	Apr 01 '26	Buy	0.01	7,839,032	109,746	7,839,032	Apr 01 06:03 AM
Ma Cunjun	Chief Executive Officer	Mar 30 '26	Buy	1.41	3,000	4,230	10,023,000	Apr 01 06:03 AM
Jiang Li	FORMER OFFICER	Mar 30 '26	Proposed Sale	1.65	76,921	126,920		Mar 30 06:16 AM

DLPN Dolphin Entertainment Inc daily Stock Chart

Peers: IZEA STGW PERI MGNI PUBM

| Held by: VTI VXF

Index	-	P/E	-	EPS (ttm)	-0.30	Insider Own	29.24%	Shs Outstand	12.51M	Perf Week	-14.18%
Market Cap	15.75M	Forward P/E	3.90	EPS next Y	0.31	Insider Trans	2.24%	Shs Float	9.21M	Perf Month	-17.69%
Enterprise Value	35.85M	PEG	-	EPS next Q	-0.07	Inst Own	3.97%	Short Float	0.21%	Perf Quarter	-25.31%
Income	-3.45M	P/S	0.27	EPS this Y	62.96%	Inst Trans	3.52%	Short Ratio	0.77	Perf Half Y	-32.78%
Sales	57.33M	P/B	2.07	EPS next Y	410.00%	ROA	-6.17%	Short Interest	0.02M	Perf YTD	-22.44%
Book/sh	0.58	P/C	2.18	EPS next 5Y	-	ROE	-41.53%	52W High	1.88 -35.63%	Perf Year	11.01%
Cash/sh	0.55	P/FCF	-	EPS past 3/5Y	37.82% 25.37%	ROIC	-13.46%	52W Low	0.99 22.22%	Perf 3Y	-71.33%
Dividend Est.	-	EV/EBITDA	31.45	Sales past 3/5Y	11.86% 18.71%	Gross Margin	17.43%	Volatility	9.80% 6.03%	Perf 5Y	-93.03%
Dividend TTM	-	EV/Sales	0.63	EPS Y/Y TTM	86.34%	Oper. Margin	-2.02%	ATR (14)	0.09	Perf 10Y	-98.90%
Dividend Ex-Date	-	Quick Ratio	0.73	Sales Y/Y TTM	17.92%	Profit Margin	-6.02%	RSI (14)	32.40	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.73	EPS Q/Q	-4.65%	SMA20	-11.89%	Beta	1.93	Target Price	5.00
Payout	-	Debt/Eq	3.74	Sales Q/Q	5.21%	SMA50	-17.78%	Rel Volume	1.84	Prev Close	1.15
Employees	271	LT Debt/Eq	2.51	Earnings	May 12 AMC	SMA200	-18.41%	Avg Volume	25.41K	Price	1.21
IPO	Oct 12, 2006	Option/Short	Yes / Yes	EPS/Sales Surpr.	-120.00% -5.85%	Trades		Volume	46,255	Change	5.22%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-02-21	Reiterated	Maxim Group	Buy	$28
Jan-03-19	Resumed	Maxim Group	Buy	$4.50

May-20-26 09:00AM	Elle Communications Clients Take the Stage at NEXUS Global Summit 2026 (ACCESSWIRE) +5.22%
May-13-26 01:01AM	Dolphin Entertainment Inc (DLPN) Q1 2026 Earnings Call Highlights: Revenue Growth and Strategic ... (GuruFocus.com)
May-12-26 04:26PM	Dolphin Entertainment Reports First Quarter 2026 Results (ACCESSWIRE)
09:00AM	Dolphin Launches Publishing Imprint in Partnership With Copper Books (ACCESSWIRE)
May-11-26 09:00AM	Dolphin to Host First Quarter 2026 Earnings Conference Call on May 12, 2026 (ACCESSWIRE)
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May-06-26 09:00AM	Dolphin Subsidiary Clients Shape the Summer 2026 Season With Culture-Defining Festivals and Events (ACCESSWIRE)
Apr-28-26 09:00AM	Shore Fire Client and Afrobeat Pioneer Fela Kuti is the First African Solo Artist to Be Inducted Into The Rock & Roll Hall of Fame (ACCESSWIRE)
Apr-21-26 09:00AM	Shore Fire Media's Clients Earn 9 Nominations for Independent Music's Top Awards (ACCESSWIRE)
Apr-17-26 09:00AM	Dolphin Subsidiary 42WEST Drives Global Film Publicity at Cinemacon 2026 (ACCESSWIRE)
Apr-07-26 09:00AM	Dolphin Subsidiaries The Door and Shore Fire Media Partner on Launch of Pawn Shop, a New Sports-Driven Hospitality Concept (ACCESSWIRE)
Mar-31-26 09:00AM	The Door Launches Miami Hub, Expanding Dolphin's South Florida Presence (ACCESSWIRE)
Mar-26-26 08:16PM	Dolphin Entertainment, Inc. Q4 2025 Earnings Call Summary (Moby)
Mar-25-26 11:02PM	Dolphin Entertainment Inc (DLPN) Q4 2025 Earnings Call Highlights: Strong Revenue Growth Amid ... (GuruFocus.com)
04:05PM	Dolphin Entertainment Reports Record Fourth Quarter and Full-Year 2025 Results (ACCESSWIRE)
09:00AM	42WEST's 2026 SXSW Festival Slate Delivered Marquee Talent and a Standout Film Slate Featuring a Company-Record 16 World Premiere Titles and Three Audience Award-Winners (ACCESSWIRE)
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Mar-23-26 09:00AM	DISRPT Agency, a Division of Dolphin Subsidiary The Door Powers "Art of Glam" During Oscars Week, Driving Cultural Momentum Into Camille Rose's Upcoming Beaute Noir (ACCESSWIRE)
Mar-19-26 04:05PM	Dolphin to Host Fourth Quarter and Year End Earnings Conference Call on March 25, 2026 (ACCESSWIRE)
Mar-17-26 09:00AM	Dolphin Subsidiary 42West Celebrates Oscar Win as "Mr. Nobody Against Putin" Takes Best Documentary Feature at the 98th Academy Awards (ACCESSWIRE)
Mar-10-26 09:00AM	The Digital Dept. Signs Reality TV Show Stars, Top Beauty Creators, And More! (ACCESSWIRE)
Mar-06-26 09:00AM	As Hockey Has a Hollywood Moment, Dolphin's Adaptation of Cult Classic Youngblood Premieres in Los Angeles (ACCESSWIRE)
Mar-03-26 09:00AM	Dolphin CEO Featured on Variety's "Strictly Business" Podcast, Discusses the Creator Economy's Transformation of Marketing and Consumer Product Launches (ACCESSWIRE)
Feb-25-26 09:00AM	Dolphin Expands Miami Footprint to Support Continued Growth Across Subsidiaries (ACCESSWIRE)
Feb-18-26 09:00AM	DealMaker and Dolphin Partner to Unlock Community Capital for Celebrity and Influencer Brands (ACCESSWIRE)
Feb-17-26 09:00AM	Dolphin Partners With Vaneast Pictures To Bring Sports Drama Youngblood to Berlin for International Sales (ACCESSWIRE)
Feb-10-26 09:00AM	Dolphin's Powerhouse Subsidiaries Lead Major Brand Activations During Super Bowl LX (ACCESSWIRE)
Feb-03-26 09:00AM	Dolphin Subsidiaries Shore Fire Media and 42West's Clients Present, Perform and Take Home Honors at the 2026 GRAMMY Awards (ACCESSWIRE)
Jan-28-26 09:00AM	Elle Communications Client Harbor Fund Announces Sundance Mountain Resort as New Long-Term Home of Harbor Film Forum (ACCESSWIRE)
Jan-26-26 09:00AM	Dolphin Subsidiary 42West Lands Six Nominations for Clients at the 98th Academy Awards (ACCESSWIRE)
Jan-20-26 09:00AM	Dolphin Subsidiary 42West Brings Exciting and Diverse Projects to the 2026 Sundance Film Festival (ACCESSWIRE)
Jan-13-26 09:00AM	Official Trailer and Key Art Released for Hubert Davis' Adaptation of Hockey Classic "Youngblood" (ACCESSWIRE)
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Jan-06-26 09:00AM	Dolphin CEO Issues Letter to Shareholders: Highlights Organic Growth, Financial Strength, AI Leadership, Insider Buying and Positive 2026 Outlook (ACCESSWIRE)
Jan-02-26 09:37AM	Actions Speak Louder: Why This CEO Kept Buying His Own Stock (MarketBeat)
Dec-30-25 09:00AM	Dolphin Subsidiary The Door Provides Strategic Communications Leadership for Hooters as the Iconic Brand Enters a New Era of Ownership and Cultural Relevance (ACCESSWIRE) +11.36%
Dec-23-25 09:00AM	Dolphin Subsidiary Shore Fire Media's Podcast Clients Recognized as 2025's Best (ACCESSWIRE)
Dec-16-25 09:00AM	Dolphin Unveils New 'Dolphin Intelligence' Division to Power AI-Driven Marketing and Communications Strategy and Execution for Partners (ACCESSWIRE)
Dec-10-25 09:00AM	Dolphin Subsidiary 42West Lands Four Nominations for Clients at the 83rd Golden Globe Awards (ACCESSWIRE)
Dec-04-25 09:00AM	Dolphin Partners with Well Go USA for U.S. Distribution of YOUNGBLOOD (ACCESSWIRE)
Nov-19-25 09:00AM	Elle Communications is Agency of Record for FDA-Cleared Neurostimulation Device (ACCESSWIRE)
Nov-13-25 12:01AM	Dolphin Entertainment Inc (DLPN) Q3 2025 Earnings Call Highlights: Record Revenue Growth and ... (GuruFocus.com)
Nov-12-25 04:10PM	Dolphin Announces Record Q3 Revenue of $14.8 Million, up 16.7% YoY (ACCESSWIRE)
09:00AM	Dolphin Clients Earn 35 Nominations for the 2026 GRAMMY Awards (ACCESSWIRE)
Nov-11-25 07:37AM	Dolphin Entertainment Inc (DLPN) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Nov-07-25 09:25AM	Dolphin to Host Third Quarter 2025 Earnings Call on November 12 at 4:30 PM ET (ACCESSWIRE) -7.37%
Nov-05-25 09:00AM	Dolphin Subsidiary Elle Communications Launches "The Shift," a Quarterly Report, Weekly Newsletter, and Live Workshop Series on the Future of Communications (ACCESSWIRE)
Oct-28-25 09:00AM	Dolphin (NASDAQ:DLPN) Named One of Crain's Best Places to Work in NYC 2025 (ACCESSWIRE)
Oct-22-25 09:00AM	Dolphin Subsidiary Special Projects Has Another Successful Year Of Talent Relations For The Academy Museum Of Motion Pictures Fifth Annual Gala Honoring Penelope Cruz, Walter Salles, Bruce Springsteen, And Bowen Yang (ACCESSWIRE) -5.13%
Oct-15-25 09:00AM	Dolphin Subsidiary Elle Communications Leads Press For "A Day Of Unreasonable Conversation" Summit At The Getty Center (ACCESSWIRE) -5.03%
Oct-08-25 09:00AM	Dolphin CEO Bill O'Dowd Named to PRNEWS 2025 People of the Year List; Company Recognized on Agency Elite 120 (ACCESSWIRE)
Sep-30-25 09:25AM	Los Angeles Kings Board Feature Film Youngblood (ACCESSWIRE)
Sep-23-25 09:00AM	42WEST, a Subsidiary of Dolphin, Drives Global Reveal of 30 Ninjas' Asteroid - Backed by Google's Android XR and CAA (ACCESSWIRE)
Sep-18-25 09:00AM	BRANDEdit Experience During Fashion Week, Largest To Date, Immerses Top Creators in the Future of Fashion, Beauty, and Wellness (ACCESSWIRE)
Sep-16-25 09:15AM	Dolphin Subsidiary 42West's Clients Score 5 Primetime Emmy Wins (ACCESSWIRE)
Sep-11-25 09:00AM	Dolphin Named to The PR Net 100 (ACCESSWIRE)
Sep-09-25 09:00AM	Dolphin Subsidiary Special Projects Remains a Driving Force at New York Fashion Week, Partnering with CHANEL, FENDI, J.Crew, W Magazine and NYLON (ACCESSWIRE)
Sep-02-25 09:00AM	Dolphin Subsidiary 42West Prepares for the Fall Festival Season with Prolific Client Slate (ACCESSWIRE)
Aug-26-25 09:00AM	Dolphin Subsidiary The Door Expands Hospitality Footprint as Jesse Gerstein Rejoins with Top Tier Hospitality Client Roster (ACCESSWIRE) +6.14%
Aug-21-25 09:00AM	Elle Communications Expands Literary Footprint, Driving Acclaimed Book Launches Across Social Justice, Memoir, and Cultural Commentary (ACCESSWIRE)
Aug-14-25 03:13AM	Dolphin Entertainment Inc (DLPN) Q2 2025 Earnings Call Highlights: Record Revenue and Strategic ... (GuruFocus.com) +7.69%
Aug-13-25 04:20PM	Dolphin Announces Record Q2 Revenue of $14.1 Million, up 23% YoY; Deepens Investment in Women's Sports and Affiliate Marketing (ACCESSWIRE)
09:00AM	Dolphin Forms New Division to Elevate Culinary and Lifestyle Talent (ACCESSWIRE)
Aug-12-25 09:44AM	Earnings To Watch: Dolphin Entertainment Inc (DLPN) Reports Q2 2025 Result (GuruFocus.com)
09:17AM	Youngblood Feature Adaptation Selected to Premiere at the 2025 Toronto International Film Festival (ACCESSWIRE)
Aug-07-25 04:05PM	Dolphin to Host Second Quarter 2025 Earnings Call on August 13 at 4:30 PM ET (ACCESSWIRE)
Aug-05-25 09:00AM	Dolphin Subsidiary Special Projects Secures Talent Lineup For The Fifth Annual Academy Museum Gala (ACCESSWIRE) +5.45%
Jul-28-25 09:00AM	Dolphin Subsidiary 42West Dominates at San Diego Comic-Con (SDCC) 2025 (ACCESSWIRE)
Jul-22-25 09:00AM	Shore Fire Media Named PR Agency of Record for the Miles Davis Estate Ahead of 2026 Centennial (ACCESSWIRE) +9.17%
Jul-16-25 09:00AM	Dolphin Subsidiary 42West's Clients Earn 15 Primetime Emmy Nominations (ACCESSWIRE)
Jul-15-25 05:01PM	William O'Dowd Increases Stake in Dolphin Entertainment, Inc. (DLPN) (Insider Monkey)
Jul-09-25 09:00AM	Dolphin's Consortium of Best-in-Class PR and Marketing Agencies to Represent The Lumistella Company, Global Toy and Entertainment Brand (ACCESSWIRE)
Jul-01-25 09:00AM	DISRPT Agency, a Division of Dolphin Subsidiary The Door, Rolls Out 2025 Client Roster, Reinforcing Its Position at the Forefront of Cultural Influence (ACCESSWIRE)
Jun-24-25 09:25AM	Dolphin Subsidiaries and Clients Have Successful Showing at Cannes Lions Festival of Creativity 2025 (ACCESSWIRE) +5.45%
Jun-17-25 09:00AM	Dolphin Subsidiary 42West Makes Impact at 2025 Tribeca Festival with Exciting Film, TV, and Filmmaker Slate (ACCESSWIRE)
Jun-11-25 09:00AM	Dolphin Subsidiaries Shore Fire Media and The Digital Dept. Take Over CMA Fest 2025 (ACCESSWIRE)
Jun-03-25 09:00AM	Dolphin Subsidiary Special Projects Partners with The Peabody Awards on 2025 Awards Ceremony (ACCESSWIRE)
May-29-25 09:00AM	Dolphin to Present at Maxim Group's 2025 Virtual Tech Conference (ACCESSWIRE)
May-27-25 09:00AM	Shore Fire Media Clients Shape the Summer 2025 Season With Star-Studded Music Festivals and Concert Series (ACCESSWIRE)
May-20-25 09:00AM	Dolphin Subsidiary Special Projects Curates Star-Studded Guest List for the Tory Burch Store Opening on Rodeo Drive (ACCESSWIRE)
May-14-25 03:15AM	Dolphin Entertainment Inc (DLPN) Q1 2025 Earnings Call Highlights: Strategic Growth Amid ... (GuruFocus.com)
May-13-25 04:08PM	Dolphin Reports Q1 2025 Results; Core Entertainment Publicity and Marketing Segment (EPM) Revenue Up 2% YoY to $12.1 Million, Strategic Investments and New Division Launch to Drive Long-Term Growth (ACCESSWIRE)
09:00AM	Dolphin Subsidiary The Digital Dept. Sees Surge In Affiliate Marketing Division, Driving Over $6.6 Million In Gross Retail Sales In First Quarter (ACCESSWIRE)
May-08-25 04:01PM	Dolphin to Host First Quarter 2025 Earnings Call on May 13 at 4:30 PM ET (ACCESSWIRE)
May-07-25 09:00AM	Dolphin Clients Shine at the 2025 Met Gala (ACCESSWIRE)
Apr-29-25 09:00AM	Longtime Shore Fire Media Client Cyndi Lauper To Be Inducted Into Rock & Roll Hall of Fame (ACCESSWIRE)
Apr-22-25 09:00AM	Dolphin Subsidiary the Digital Dept. Hosts Highest-Grossing BRANDEdit Influencer Experience to Date in Los Angeles (ACCESSWIRE)
Apr-15-25 09:00AM	Dolphin CEO Bill O'Dowd Featured on CEO.com Podcast: from Bedroom Startup to Media Powerhouse (ACCESSWIRE)
Apr-10-25 09:00AM	Dolphin Subsidiary Special Projects Springs into the New Season, Partnering with MAX, Warner Bros. and Louis Vuitton (ACCESSWIRE)
Apr-08-25 09:00AM	Dolphin to Present at the LD Micro Investor Conference in New York City on April 10, 2025 at 2:00pm ET (ACCESSWIRE)
Apr-03-25 09:00AM	Dolphin CEO Bill O'Dowd Starts $250,000 10b5-1 Stock Purchase Plan This Week, Building on $100,000 Purchase in 2H 2024; Bullish on Dolphin's Undervalued Shares and Future Growth (ACCESSWIRE)
Mar-28-25 03:21PM	Dolphin Entertainment, Inc. (DLPN) Q4 2024 Earnings Call Transcript (Seeking Alpha)
03:04AM	Dolphin Entertainment Inc (DLPN) Q4 2024 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Mar-27-25 04:13PM	Dolphin Reports 20% Year-Over-Year Revenue Growth to $51.7 Million and Full-Year Positive Adjusted Operating Income for Fiscal Year 2024 (ACCESSWIRE)
01:20PM	Dolphin Partner Loti AI Expands Digital Identity Protection To Everyone (ACCESSWIRE)
Mar-26-25 09:00AM	Dolphin to Host Fourth Quarter and FY 2023 Earnings Call on March 27 at 4:30 PM ET (ACCESSWIRE)
Mar-18-25 12:00PM	Dolphin Agencies Showcase Key Clients and Projects at 2025 SXSW Festival (ACCESSWIRE)
Mar-11-25 09:00AM	Dolphin to Participate at the 37th Annual ROTH Conference in Dana Point, CA on March 18, 2025 (ACCESSWIRE) +6.93%
Mar-06-25 09:00AM	DOLPHIN Along With Subsidiary ALWAYS ALPHA to Ring the NASDAQ Closing Bell on March 7 to Celebrate Women in Sports and International Women's Day (ACCESSWIRE)
Mar-05-25 09:00AM	42West Shines at Toy Fair Representing Funko, the Op Games and Super7 (ACCESSWIRE)
Mar-04-25 09:00AM	42West and Shore Fire Clients Shine During Oscars Week (ACCESSWIRE)
Feb-27-25 09:00AM	'The Blue Angels' Wins for Outstanding Achievement in Sound Editing for a Feature Documentary at the MPSE Golden Reel Awards (ACCESSWIRE) -5.11%
Feb-26-25 09:41AM	Dolphins The Door announces roster of chef, lifestyle talent (TipRanks)

Dolphin Entertainment, Inc. engages in the provision of entertainment marketing and content development. It operates through the following segments: Entertainment Publicity and Marketing, and Content Production. The Entertainment Publicity and Marketing segment consists of 42West, The Door, Elle, Digital Department, Special Projects, and Shore Fire Media. The Content Production segment consists of Dolphin Films and a department within Dolphin which develops, produces, and distributes feature films, television and digital content. The company was founded on March 7, 1995 and is headquartered in Coral Gables, FL.

ChairmanMr. William O'Dowd IV

CFOMs. Mirta A. Negrini

Founder & Chairman of Shore Fire MediMs. Marilyn Laverty

Co-Founder & Co-CEO of The DoorMr. Charles Joseph Dougiello

Co-Founder & Co-CEO of The DoorMs. Lois Najarian O'Neill

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
O'Dowd William IV	Chief Executive Officer	May 18 '26	Buy	1.18	4,100	4,838	480,140	May 20 01:52 PM
O'Dowd William IV	Chief Executive Officer	May 11 '26	Buy	1.46	3,400	4,964	476,040	May 12 08:24 AM
O'Dowd William IV	Chief Executive Officer	May 04 '26	Buy	1.46	3,400	4,964	472,640	May 04 05:02 PM
O'Dowd William IV	Chief Executive Officer	Apr 27 '26	Buy	1.46	3,400	4,950	469,240	Apr 27 04:45 PM
O'Dowd William IV	Chief Executive Officer	Apr 20 '26	Buy	1.52	3,200	4,877	465,840	Apr 20 04:52 PM
O'Dowd William IV	Chief Executive Officer	Apr 13 '26	Buy	1.54	3,200	4,928	462,640	Apr 14 06:12 PM
O'Dowd William IV	Chief Executive Officer	Apr 06 '26	Buy	1.57	3,150	4,946	459,440	Apr 08 02:15 PM
O'Dowd William IV	Chief Executive Officer	Mar 30 '26	Buy	1.57	3,100	4,867	456,290	Apr 01 05:07 PM
O'Dowd William IV	Chief Executive Officer	Mar 23 '26	Buy	1.59	3,100	4,929	453,190	Mar 23 05:26 PM
O'Dowd William IV	Chief Executive Officer	Mar 16 '26	Buy	1.59	3,100	4,929	450,090	Mar 16 07:33 PM
O'Dowd William IV	Chief Executive Officer	Mar 09 '26	Buy	1.67	2,900	4,843	446,990	Mar 09 04:53 PM
O'Dowd William IV	Chief Executive Officer	Mar 02 '26	Buy	1.61	3,100	4,991	444,090	Mar 02 08:15 PM
O'Dowd William IV	Chief Executive Officer	Feb 23 '26	Buy	1.65	3,000	4,950	440,990	Feb 24 07:08 PM
O'Dowd William IV	Chief Executive Officer	Feb 17 '26	Buy	1.47	3,300	4,851	437,990	Feb 17 05:36 PM
O'Dowd William IV	Chief Executive Officer	Feb 09 '26	Buy	1.64	3,000	4,920	434,690	Feb 11 04:38 PM
O'Dowd William IV	Chief Executive Officer	Feb 02 '26	Buy	1.68	2,900	4,872	431,690	Feb 02 05:25 PM
O'Dowd William IV	Chief Executive Officer	Jan 26 '26	Buy	1.80	2,700	4,874	428,790	Jan 27 04:47 PM
O'Dowd William IV	Chief Executive Officer	Jan 20 '26	Buy	1.61	3,100	4,988	426,090	Jan 20 04:00 PM
O'Dowd William IV	Chief Executive Officer	Jan 12 '26	Buy	1.66	3,000	4,980	422,990	Jan 13 04:57 PM
O'Dowd William IV	Chief Executive Officer	Jan 05 '26	Buy	1.62	3,000	4,866	419,990	Jan 05 05:06 PM
O'Dowd William IV	Chief Executive Officer	Dec 29 '25	Buy	1.38	3,600	4,957	416,990	Dec 29 08:36 PM
O'Dowd William IV	Chief Executive Officer	Dec 22 '25	Buy	1.50	3,300	4,957	413,390	Dec 23 04:37 PM
O'Dowd William IV	Chief Executive Officer	Dec 19 '25	Buy	1.54	4,452	6,856	410,090	Dec 22 04:13 PM
O'Dowd William IV	Chief Executive Officer	Dec 15 '25	Buy	1.16	3,000	3,489	405,638	Dec 16 04:30 PM
O'Dowd William IV	Chief Executive Officer	Dec 08 '25	Buy	1.66	3,000	4,971	402,638	Dec 08 04:15 PM
O'Dowd William IV	Chief Executive Officer	Dec 01 '25	Buy	1.67	2,950	4,924	399,638	Dec 01 04:05 PM
O'Dowd William IV	Chief Executive Officer	Nov 10 '25	Buy	1.59	3,100	4,917	396,688	Nov 10 05:05 PM
O'Dowd William IV	Chief Executive Officer	Nov 03 '25	Buy	1.78	2,800	4,973	393,588	Nov 04 04:41 PM
O'Dowd William IV	Chief Executive Officer	Oct 27 '25	Buy	1.64	3,000	4,920	390,788	Oct 28 06:18 PM
O'Dowd William IV	Chief Executive Officer	Oct 20 '25	Buy	1.48	3,300	4,884	387,788	Oct 20 06:03 PM
O'Dowd William IV	Chief Executive Officer	Oct 13 '25	Buy	1.44	3,400	4,896	384,488	Oct 14 08:30 AM
O'Dowd William IV	Chief Executive Officer	Oct 06 '25	Buy	1.55	3,214	4,982	381,088	Oct 06 05:47 PM
O'Dowd William IV	Chief Executive Officer	Sep 29 '25	Buy	1.32	3,700	4,891	377,874	Sep 29 03:53 PM
O'Dowd William IV	Chief Executive Officer	Sep 22 '25	Buy	1.33	3,700	4,921	374,174	Sep 22 04:53 PM
O'Dowd William IV	Chief Executive Officer	Sep 15 '25	Buy	1.22	4,100	4,994	370,474	Sep 15 05:10 PM
O'Dowd William IV	Chief Executive Officer	Sep 08 '25	Buy	1.19	4,150	4,926	366,374	Sep 08 05:54 PM
O'Dowd William IV	Chief Executive Officer	Sep 02 '25	Buy	1.21	4,100	4,977	362,224	Sep 02 04:43 PM
O'Dowd William IV	Chief Executive Officer	Aug 25 '25	Buy	1.13	4,400	4,954	358,124	Aug 27 04:16 PM
O'Dowd William IV	Chief Executive Officer	Aug 21 '25	Buy	1.18	84,745	99,999	353,724	Aug 25 05:10 PM
O'Dowd William IV	Chief Executive Officer	Aug 18 '25	Buy	1.15	4,300	4,924	268,979	Aug 19 04:54 PM
O'Dowd William IV	Chief Executive Officer	Aug 11 '25	Buy	1.13	4,400	4,985	264,679	Aug 13 04:08 PM
O'Dowd William IV	Chief Executive Officer	Aug 04 '25	Buy	1.12	4,400	4,915	260,279	Aug 05 05:11 PM
O'Dowd William IV	Chief Executive Officer	Jul 28 '25	Buy	1.33	3,750	4,976	255,879	Jul 29 04:26 PM
O'Dowd William IV	Chief Executive Officer	Jul 21 '25	Buy	1.19	4,150	4,943	252,129	Jul 21 04:07 PM
O'Dowd William IV	Chief Executive Officer	Jul 14 '25	Buy	1.28	3,900	4,984	247,979	Jul 15 11:32 AM
O'Dowd William IV	Chief Executive Officer	Jul 07 '25	Buy	1.34	3,700	4,962	244,079	Jul 07 04:01 PM
O'Dowd William IV	Chief Executive Officer	Jun 30 '25	Buy	1.13	4,400	4,981	240,379	Jun 30 06:44 PM
O'Dowd William IV	Chief Executive Officer	Jun 25 '25	Buy	1.20	4,150	4,976	235,979	Jun 25 05:10 PM
O'Dowd William IV	Chief Executive Officer	Jun 23 '25	Buy	1.14	4,350	4,946	231,829	Jun 23 08:57 PM
O'Dowd William IV	Chief Executive Officer	Jun 18 '25	Buy	1.14	4,350	4,955	227,479	Jun 18 12:37 PM
O'Dowd William IV	Chief Executive Officer	Jun 16 '25	Buy	1.15	4,300	4,958	223,129	Jun 16 04:13 PM
O'Dowd William IV	Chief Executive Officer	Jun 11 '25	Buy	1.20	4,150	4,968	218,829	Jun 11 04:32 PM
O'Dowd William IV	Chief Executive Officer	Jun 09 '25	Buy	1.20	4,150	4,962	214,679	Jun 09 04:15 PM
O'Dowd William IV	Chief Executive Officer	Jun 04 '25	Buy	1.08	4,600	4,968	210,529	Jun 04 05:18 PM
O'Dowd William IV	Chief Executive Officer	Jun 02 '25	Buy	1.06	4,700	4,982	205,929	Jun 02 05:30 PM
O'Dowd William IV	Chief Executive Officer	May 28 '25	Buy	1.10	4,500	4,950	201,229	May 29 03:51 PM
O'Dowd William IV	Chief Executive Officer	May 27 '25	Buy	1.09	4,590	5,003	196,729	May 27 08:57 PM

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GOOD

Gladstone Commercial Corp

May 20 • 04:00PM ET

12.79

+0.33 2.65 %

Real Estate • REIT - Diversified • USA • Small • NASD

GOOD Gladstone Commercial Corp daily Stock Chart

Peers: CTO OLP FSP ILPT PDM

| Held by: VNQ VTI IWM KBWY VXF SCHH IWN VTWO SCHA USRT

Index	RUT	P/E	72.42	EPS (ttm)	0.18	Insider Own	2.02%	Shs Outstand	48.41M	Perf Week	3.06%
Market Cap	623.87M	Forward P/E	66.16	EPS next Y	0.19	Insider Trans	0.05%	Shs Float	47.76M	Perf Month	1.75%
Enterprise Value	1.63B	PEG	-	EPS next Q	0.04	Inst Own	50.65%	Short Float	5.85%	Perf Quarter	6.49%
Income	8.51M	P/S	3.76	EPS this Y	61.90%	Inst Trans	0.14%	Short Ratio	6.47	Perf Half Y	15.96%
Sales	165.74M	P/B	3.81	EPS next Y	-14.71%	ROA	1.73%	Short Interest	2.79M	Perf YTD	19.87%
Book/sh	3.35	P/C	39.94	EPS next 5Y	-	ROE	6.03%	52W High	15.03 -14.90%	Perf Year	-9.99%
Cash/sh	0.32	P/FCF	9.17	EPS past 3/5Y	- 9.07%	ROIC	1.79%	52W Low	10.33 23.81%	Perf 3Y	12.29%
Dividend Est.	1.20 (9.38%)	EV/EBITDA	13.24	Sales past 3/5Y	2.69% 3.91%	Gross Margin	42.46%	Volatility	1.90% 2.20%	Perf 5Y	-37.97%
Dividend TTM	1.20 (9.38%)	EV/Sales	9.81	EPS Y/Y TTM	-38.94%	Oper. Margin	38.00%	ATR (14)	0.28	Perf 10Y	-21.77%
Dividend Ex-Date	Jun 23, 2026	Quick Ratio	1.83	Sales Y/Y TTM	9.64%	Profit Margin	5.13%	RSI (14)	57.77	Recom	1.50
Dividend Gr. 3/5Y	-7.17% -4.36%	Current Ratio	1.83	EPS Q/Q	84.07%	SMA20	1.50%	Beta	1.08	Target Price	13.88
Payout	853.49%	Debt/Eq	2.54	Sales Q/Q	11.75%	SMA50	4.66%	Rel Volume	1.31	Prev Close	12.46
Employees	75	LT Debt/Eq	2.47	Earnings	May 05 AMC	SMA200	7.35%	Avg Volume	431.87K	Price	12.79
IPO	Aug 13, 2003	Option/Short	Yes / Yes	EPS/Sales Surpr.	60.00% -2.39%	Trades		Volume	573,338	Change	2.65%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-18-24	Initiated	Alliance Global Partners	Buy	$15.50
Jan-13-23	Downgrade	Janney	Buy → Neutral	$17.50
Jun-03-21	Initiated	Colliers Securities	Buy	$25
Apr-13-21	Initiated	Aegis Capital	Buy	$23
Mar-27-20	Upgrade	B. Riley FBR	Neutral → Buy
Nov-11-19	Initiated	National Securities	Buy	$25
Jul-26-18	Initiated	Wedbush	Outperform	$21.50
Jul-10-18	Initiated	Boenning & Scattergood	Outperform	$21
Mar-12-18	Reiterated	B. Riley FBR, Inc.	Neutral	$19
Feb-16-18	Upgrade	Hilliard Lyons	Neutral → Long-term Buy
Feb-08-18	Initiated	B. Riley FBR, Inc.	Neutral	$19
Sep-08-17	Initiated	Janney	Buy
Jul-18-17	Initiated	Canaccord Genuity	Hold	$22
Feb-20-14	Downgrade	Ladenburg Thalmann	Buy → Neutral
Mar-27-13	Initiated	Ladenburg Thalmann	Buy	$20.50
Aug-04-11	Upgrade	Hilliard Lyons	Neutral → Long-term Buy	$19
Mar-29-11	Downgrade	Robert W. Baird	Outperform → Neutral	$20 → $18
Nov-02-10	Downgrade	Hilliard Lyons	Long-term Buy → Neutral
Apr-16-10	Reiterated	Hilliard Lyons	Long-term Buy	$15.50 → $18.25
Apr-20-09	Downgrade	Hilliard Lyons	Buy → Long-term Buy

Show Previous Ratings

May-07-26 04:30PM	Stonegate Capital Partners Updates Coverage on Gladstone Commercial Corp. (GOOD) 1Q26 (Newsfile)
May-06-26 08:30AM	Gladstone Commercial Corporation Q1 2026 Earnings Call Summary (Moby)
May-05-26 04:31PM	Gladstone Commercial: Q1 Earnings Snapshot (Associated Press)
04:10PM	Gladstone Commercial Corporation Reports Results for the First Quarter Ended March 31, 2026 (ACCESSWIRE)
May-04-26 08:30AM	Gladstone Commercial Corporation Earnings Call and Webcast Information (ACCESSWIRE)
04:30PM	Loading…
Apr-14-26 04:30PM	Gladstone Commercial Corporation Announces Monthly Cash Distributions for April, May and June 2026 and Earnings Release and Conference Call Dates for its First Quarter Ended March 31, 2026 (ACCESSWIRE)
Mar-23-26 08:30AM	Gladstone Commercial Corporation Announces Strategic Succession Plan (ACCESSWIRE)
Mar-06-26 02:59PM	Gladstone Commercial (GOOD) Reports 2025 Revenue of $161.3M, Core FFO of $65.7M (Insider Monkey)
Feb-25-26 09:00AM	Here is What to Know Beyond Why Gladstone Commercial Corporation (GOOD) is a Trending Stock (Zacks)
Feb-20-26 09:49AM	Stonegate Capital Partners Updates Coverage on Gladstone Commercial Corp. (GOOD) 2025 Q4 (Newsfile)
Feb-19-26 04:02PM	Gladstone Commercial Corp (GOOD) Q4 2025 Earnings Call Highlights: Strategic Growth Amidst ... (GuruFocus.com)
09:36AM	Gladstone Commercial Q4 Earnings Call Highlights (MarketBeat)
08:30AM	Gladstone Commercial Corporation Q4 2025 Earnings Call Summary (Moby)
Feb-18-26 05:25PM	Gladstone Commercial (GOOD) Tops Q4 FFO and Revenue Estimates (Zacks)
04:27PM	Gladstone Commercial: Q4 Earnings Snapshot (Associated Press Finance)
04:10PM	Loading…
04:10PM	Gladstone Commercial Corporation Reports Results for the Fourth Quarter and Year Ended December 31, 2025 (ACCESSWIRE)
Feb-17-26 08:30AM	Gladstone Commercial Corporation Earnings Call and Webcast Information (ACCESSWIRE)
Feb-13-26 06:00PM	Gladstone Commercial (GOOD) Exceeds Market Returns: Some Facts to Consider (Zacks)
Feb-05-26 09:00AM	Is Trending Stock Gladstone Commercial Corporation (GOOD) a Buy Now? (Zacks)
Feb-04-26 06:00PM	Gladstone Commercial (GOOD) Gains As Market Dips: What You Should Know (Zacks)
Jan-28-26 06:00PM	Gladstone Commercial (GOOD) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Jan-26-26 09:40AM	$15,000 in 5 Ultra-High-Yield Stocks Can Generate $8,720 in Yearly Passive Income (24/7 Wall St.)
Jan-23-26 12:15PM	How Gladstone Commercial Strengthened Its Portfolio in 2025 (Zacks)
Jan-22-26 04:30PM	Gladstone Commercial Provides Summary of Key 2025 Business Developments (ACCESSWIRE)
09:00AM	Gladstone Commercial Corporation (GOOD) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Jan-20-26 06:15PM	Gladstone Commercial (GOOD) Stock Moves -1.28%: What You Should Know (Zacks)
04:30PM	Gladstone Commercial Executes 444,000 SF of Lease Extensions at Two Industrial Properties (ACCESSWIRE)
Jan-14-26 06:00PM	Gladstone Commercial (GOOD) Ascends While Market Falls: Some Facts to Note (Zacks)
Jan-13-26 04:30PM	Gladstone Commercial Corporation Announces Monthly Cash Distributions for January, February and March 2026 and Earnings Release and Conference Call Dates for its Fourth Quarter Ended December 31, 2025 (ACCESSWIRE)
Jan-08-26 06:00PM	Gladstone Commercial (GOOD) Laps the Stock Market: Here's Why (Zacks)
06:00PM	Loading…
Dec-30-25 06:00PM	Gladstone Commercial (GOOD) Advances While Market Declines: Some Information for Investors (Zacks)
Dec-15-25 04:30PM	Gladstone Commercial Announces Issuance of $85 Million of Senior Unsecured Notes (ACCESSWIRE)
Nov-07-25 09:00AM	Gladstone Commercial Corporation (GOOD) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Nov-05-25 09:50AM	Stonegate Capital Partners Updates 3Q25 Report on Gladstone Commercial Corp. (GOOD) (Newsfile)
Nov-04-25 07:54PM	Why Gladstone Commercial Stock Sank by 6% Today (Motley Fool) -6.14%
04:06PM	Gladstone Commercial Corp (GOOD) Q3 2025 Earnings Call Highlights: Strong Portfolio Performance ... (GuruFocus.com)
Nov-03-25 10:01PM	If You Invested $10K In Gladstone Commercial Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
06:45PM	Gladstone Commercial (GOOD) Q3 FFO Miss Estimates (Zacks)
05:46PM	Gladstone Commercial: Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	Gladstone Commercial Corporation Reports Results for the Third Quarter Ended September 30, 2025 (ACCESSWIRE)
Oct-31-25 09:30AM	Gladstone Commercial Corp (GOOD) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-30-25 08:30AM	Gladstone Commercial Corporation Earnings Call and Webcast Information (ACCESSWIRE)
Oct-28-25 06:00PM	Gladstone Commercial (GOOD) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks)
Oct-24-25 09:00AM	Investors Heavily Search Gladstone Commercial Corporation (GOOD): Here is What You Need to Know (Zacks)
Oct-21-25 06:00PM	Gladstone Commercial (GOOD) Stock Moves -1.12%: What You Should Know (Zacks)
Oct-14-25 04:10PM	Gladstone Commercial Corporation Announces Monthly Cash Distributions for October, November and December 2025 and Earnings Release and Conference Call Dates for its Third Quarter Ended September 30, 2025 (ACCESSWIRE)
03:15PM	CORRECTION FROM SOURCE: Gladstone Commercial Amends, Extends and Upsizes Credit Facility (ACCESSWIRE)
08:30AM	Gladstone Commercial Amends, Extends and Upsizes Credit Facility (ACCESSWIRE)
Oct-13-25 06:00PM	Gladstone Commercial (GOOD) Advances But Underperforms Market: Key Facts (Zacks)
Oct-08-25 11:40AM	GOOD vs. CUBE: Which Stock Is the Better Value Option? (Zacks)
Oct-07-25 09:40AM	Are Investors Undervaluing DiamondRock Hospitality (DRH) Right Now? (Zacks)
Oct-06-25 06:00PM	Gladstone Commercial (GOOD) Stock Declines While Market Improves: Some Information for Investors (Zacks)
Oct-01-25 08:30AM	Gladstone Commercial Announces Acquisition of a 693,236 SF Industrial Portfolio (ACCESSWIRE)
Sep-25-25 06:00PM	Gladstone Commercial (GOOD) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Sep-19-25 06:00PM	Gladstone Commercial (GOOD) Stock Sinks As Market Gains: Here's Why (Zacks)
Sep-11-25 01:15PM	Gladstone Commercial Executes Extension Lease With JBT Marel (Zacks)
Sep-10-25 06:00PM	Gladstone Commercial (GOOD) Stock Sinks As Market Gains: What You Should Know (Zacks)
04:10PM	Gladstone Commercial Executes 10-Year Lease Extension at Industrial Property in Chalfont, PA (ACCESSWIRE)
Aug-07-25 04:26PM	Stonegate Capital Partners Updates 2Q25 Report on Gladstone Commercial Corp. (GOOD) (Newsfile)
Aug-06-25 05:35PM	Gladstone Commercial (GOOD) Meets Q2 FFO Estimates (Zacks)
04:38PM	Gladstone Commercial: Q2 Earnings Snapshot (Associated Press Finance)
04:10PM	Gladstone Commercial Corporation Reports Results for the Second Quarter Ended June 30, 2025 (ACCESSWIRE)
Aug-04-25 08:30AM	Gladstone Commercial Corporation Earnings Call and Webcast Information (ACCESSWIRE)
Jul-31-25 09:00AM	Here is What to Know Beyond Why Gladstone Commercial Corporation (GOOD) is a Trending Stock (Zacks)
Jul-28-25 06:00PM	Gladstone Commercial (GOOD) Stock Sinks As Market Gains: What You Should Know (Zacks)
Jul-25-25 08:01AM	If You Invested $10K In Gladstone Commercial Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
Jul-18-25 08:30AM	Gladstone Commercial Corporation Provides a Semiannual Business Update (ACCESSWIRE)
Jul-15-25 06:00PM	Gladstone Commercial (GOOD) Dips More Than Broader Market: What You Should Know (Zacks)
Jul-10-25 04:10PM	Gladstone Commercial Corporation Announces Monthly Cash Distributions for July, August and September 2025 and Earnings Release and Conference Call Dates for its Second Quarter Ended June 30, 2025 (ACCESSWIRE)
Jul-07-25 06:15PM	Gladstone Commercial (GOOD) Sees a More Significant Dip Than Broader Market: Some Facts to Know (Zacks)
Jul-01-25 06:00PM	Gladstone Commercial (GOOD) Rises As Market Takes a Dip: Key Facts (Zacks)
Jun-26-25 04:00PM	Gladstone Commercial Announces Industrial Acquisition in Harrison Township, Michigan (ACCESSWIRE)
Jun-25-25 06:00PM	Gladstone Commercial (GOOD) Stock Moves -2.77%: What You Should Know (Zacks)
Jun-23-25 06:15PM	Gladstone Commercial (GOOD) Exceeds Market Returns: Some Facts to Consider (Zacks)
Jun-13-25 06:00PM	Gladstone Commercial (GOOD) Declines More Than Market: Some Information for Investors (Zacks)
May-12-25 08:30AM	Gladstone Commercial Announces Industrial Acquisition in Germantown, Wisconsin (ACCESSWIRE)
May-09-25 09:32AM	Stonegate Capital Partners Updates 1Q25 Report on Gladstone Commercial Corp. (GOOD) (Newsfile)
03:16AM	Gladstone Commercial Corp (GOOD) Q1 2025 Earnings Call Highlights: Strong Rent Collection and ... (GuruFocus.com)
May-07-25 05:55PM	Gladstone Commercial (GOOD) Matches Q1 FFO Estimates (Zacks)
04:58PM	Gladstone Commercial: Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	Gladstone Commercial Corporation Reports Results for the First Quarter Ended March 31, 2025 (ACCESSWIRE)
10:00AM	Here are the major earnings after the close today (Seeking Alpha)
May-06-25 06:25PM	Douglas Emmett (DEI) Q1 FFO and Revenues Top Estimates (Zacks)
08:30AM	Gladstone Commercial Corporation Earnings Call and Webcast Information (ACCESSWIRE)
May-01-25 09:00AM	Is Trending Stock Gladstone Commercial Corporation (GOOD) a Buy Now? (Zacks)
Apr-30-25 05:30PM	VICI Properties Inc. (VICI) Q1 FFO Meet Estimates (Zacks)
10:00AM	30 April Ideal "Safer" Monthly Paying Dividend Stocks And 80 Funds (Seeking Alpha)
Apr-28-25 06:00PM	Gladstone Commercial (GOOD) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks)
Apr-26-25 12:00PM	Major Market Disconnect: 5%+ Yields Trading For Pennies On The Dollar (Seeking Alpha)
Apr-24-25 05:30PM	Healthpeak (DOC) Q1 FFO Meet Estimates (Zacks)
Apr-21-25 06:00PM	Gladstone Commercial (GOOD) Stock Moves -0.42%: What You Should Know (Zacks)
Apr-18-25 09:00AM	Gladstone Commercial Corporation (GOOD) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Apr-17-25 08:10AM	My Dividend Stock Portfolio: New All-Time Dividend Record In March - 100 Holdings With 15 Buys (Seeking Alpha)
01:19AM	Gladstone Commercial: A Great 9% Yielding Industrial REIT To Buy (Seeking Alpha)
Apr-14-25 06:15PM	Gladstone Commercial (GOOD) Rises Higher Than Market: Key Facts (Zacks)
Apr-11-25 03:15PM	Gladstone Commercial: Industrial Properties And Monthly Dividends (Seeking Alpha)
Apr-10-25 10:09AM	Alexandria Real Estate Equities (ARE) Surges 5.0%: Is This an Indication of Further Gains? (Zacks)
Apr-08-25 06:00PM	Gladstone Commercial (GOOD) Stock Moves -1.57%: What You Should Know (Zacks)
04:10PM	Gladstone Commercial Corporation Announces Monthly Cash Distributions for April, May and June 2025 and Earnings Release and Conference Call Dates for its First Quarter Ended March 31, 2025 (ACCESSWIRE)
Apr-07-25 07:30AM	Mousetraps: 9 High-Yield REITS With Potentially Unsafe Dividends (Seeking Alpha)

Gladstone Commercial Corp. is a real estate investment trust, which engages in the acquisition, managing and ownership of office and industrial properties. The company was founded by David John Gladstone on February 14, 2003 and is headquartered in McLean, VA.

Founder & ChairmanMr. David John Gladstone

Head of Resource Management & DirectorMs. Paula Novara

CEO & PresidentMr. Arthur S. Cooper

Executive VPMr. Gary Gerson CFA

Chief Investment OfficerMr. John Sateri

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Carter Ryan Stuart	Executive Vice President	May 01 '26	Buy	12.66	100	1,266	4,500	May 04 11:30 AM
Carter Ryan Stuart	Executive Vice President	Apr 01 '26	Buy	11.48	100	1,148	4,400	Apr 07 05:36 PM
Gerson Gary	Chief Financial Officer	Feb 25 '26	Buy	12.46	275	3,428	23,475	Feb 26 02:33 PM
Gerson Gary	Chief Financial Officer	Nov 13 '25	Buy	11.31	100	1,131	100	Nov 14 02:52 PM
Gerson Gary	Chief Financial Officer	Nov 11 '25	Buy	11.05	7,600	83,980	23,200	Nov 12 01:27 PM
Gerson Gary	Chief Financial Officer	Nov 11 '25	Buy	11.05	300	3,315	752	Nov 12 01:27 PM
Cooper Arthur S.	President	Nov 07 '25	Buy	10.70	7,002	74,921	33,074	Nov 10 11:57 AM
Gerson Gary	Chief Financial Officer	Nov 06 '25	Buy	10.65	500	5,328	15,600	Nov 07 03:00 PM

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