OakChart

Amalgamated Financial Corp

AMALFinancial·Banks - Regional·USA·Small·NASD·Nov 12 • 3:59 PM ET

50.08-0.02 (-0.04%)
2026-11-13 13:06 CET
Market cap
$1.49B
Revenue, TTM
- USD m
Net income, TTM
123.06 USD m
Free cash flow, TTM
141.09 USD m
EPS diluted, TTM
4.08
Price / earnings
12.29
Compare

Price

AMAL against its 20, 50 and 200-day averages
Terms2050200Beat
Patternshover a marker to name it
RS 99Sales 98.7Price95.897.935.0040.0045.0050.00569K1.1MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26AMALclose 50.0820-day 49.8350-day 48.41200-day 44.5050.0852w high 52.3052-week range, not 6 months

4.2% under the 52-week high of 52.30 on 29 Oct 2026. 52-week low 26.61 on 17 Nov 2025. Last 15 sessions, 6.2% high to low

Volume 0.00× normal · the session has not printed · the line is the 50-bar volume average

Setup. RS line 99
CANSLIM 5 of 6 — fails: EPS Growth This Year: High (>25%)
VCP 6 of 6
Minervini 4 of 4
Zanger 3 of 5 — fails: Performance: Week +10%; Relative Volume: Over 1.5
Leaders 4 of 5 — fails: Average Volume: Over 500K
Breakout 2 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2
Growth 2 of 4 — fails: EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%)
Quality 3 of 5 — fails: Debt/Equity: Low (<0.1); Current Ratio: Over 1
Value 3 of 4 — fails: Debt/Equity: Low (<0.1)
Income 3 of 4 — fails: Dividend Yield: Over 2%
Small Cap 3 of 4 — fails: Average Volume: Over 500K
Accumulation 3 of 4 — fails: Institutional Transactions: Over +10%
Relative Strength 1 of 3 — fails: Performance: Year +100%; Average Volume: Over 500K

Profile

AMAL
52-week range, 91% of the way up
26.6152.30

Amalgamated Financial Corp. operates as a holding company for Amalgamated Bank. It offers commercial and retail banking, investment management, and trust custody segments. The company was founded in 1923 and is headquartered in New York, NY.

IndexRUT
Employees450
IPOJun 13, 2018
Beta0.74
ATR, 14d1.23
Rel volume0.00
Short float7.92%
Insider own37.40%
Inst own60.81%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap$1.49B
Enterprise Value-
Income123.06M
Sales499.63M
Book / share27.99
Cash / share-
Dividend Est.0.68 (1.36%)
Dividend TTM0.68 (1.36%)
Dividend Ex-DateNov 03, 2026
Dividend Gr. 3/5Y15.87% 11.84%
Payout16.42%
Employees450
IPOJun 13, 2018

Ratios

Price / earnings12.29
Forward price / earnings10.73
Price / earnings / growth0.71
Price / sales2.98
Price / book1.79
Price / cash-
Price / free cash flow10.54
Value / cash profit-
Value / sales-
Quick Ratio-
Current Ratio0.05
Debt / equity0.16
Long-term debt / equity0.16
Options and shortYes / Yes

Earnings

Earnings / share4.08
Earnings next year4.67
Earnings next quarter1.08
Earnings this year13.37%
Earnings next year13.09%
Earnings growth, 5 years15.07%
Past earnings growth9.30% 18.19%
Past sales growth16.85% 15.25%
Earnings vs last year22.89%
Sales vs last year11.59%
Earnings vs last quarter36.77%
Sales vs last quarter12.85%
EarningsOct 22 BMO
Surprise5.13% -0.09%

Ownership

Insiders own37.40%
Insider trades-15.75%
Institutions own60.81%
Institution trades-4.37%
Return on assets1.34%
Return on equity15.30%
Return on capital12.77%
Gross Margin-
Operating margin32.42%
Profit Margin24.63%
20-day average0.51%
50-day average3.44%
200-day average12.55%

Technical

Shares out29.78M
Shares floating18.59M
Short / float7.92%
Short ratio6.45
Short interest1.47M
52-week high52.30 -4.2%
52-week low26.61 +88.2%
Volatility1.77% 2.40%
Average range1.23
Strength index54.52
Market sensitivity0.74
Relative volume0.00
Avg Volume228.35K
Volume0

Performance

Perf Week1.46%
Perf Month7.65%
Perf Quarter-1.92%
Perf Half Y23.90%
Perf YTD56.35%
Perf Year79.56%
Perf 3Y156.69%
Perf 5Y161.79%
Perf 10Y-
Recommendation2.00
Target Price56.00
Prev Close50.08
Price50.08
Change %0.00%

Analyst ratings

latest 8 of 8
DateActionAnalystRating changeTargetImplied
Sep 03, 2026InitiatedRaymond JamesOutperform$55+9.8%
Mar 16, 2026ResumedPiper SandlerNeutral$41-18.1%
Nov 19, 2025UpgradePiper SandlerUnderweight → Neutral$28-44.1%
Aug 05, 2025DowngradePiper SandlerNeutral → Underweight$27-46.1%
Feb 21, 2025DowngradePiper SandlerOverweight → Neutral$42 → $38-24.1%
Dec 12, 2023UpgradeJP MorganNeutral → Overweight$29-42.1%
Mar 23, 2021DowngradeJP MorganOverweight → Neutral$18.50 → $17.50-65.1%
Feb 04, 2020UpgradeKeefe BruyetteMkt Perform → Outperform$18.50 → $21-58.1%

Peers

Mkt cap
TickerCompanyMkt cap
DCOMDime Commercial Bancshares Inc1.85B
MCBMetropolitan Bank Holding Corp1.19B
CNOBConnectOne Bancorp Inc1.65B
ESQEsquire Financial Holdings Inc1.61B
FLGFlagstar Bank NA4.16B
PFSProvident Financial Services Inc3.01B
OCFCOceanFirst Financial Corp1.78B
TMPTompkins Financial Corp1.44B
KRNYKearny Financial Corp598.00M
CCBCoastal Financial Corp661.20M

Insider trading

latest 14 of 75
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Bruce MaryannDirectorNov 05 '26Sale51.363,000154,08014,804Nov 09 05:44 PM
Workers United10% OwnerNov 04 '26Sale50.8692,8094,720,6566,747,407Nov 06 08:30 AM
Western States Regional Joint10% OwnerNov 04 '26Sale50.8692,8094,720,6566,747,407Nov 06 08:27 AM
Bruce MaryannDirectorNov 05 '26Proposed Sale51.373,000154,098Nov 05 03:23 PM
Western States Regional Joint10% OwnerNov 02 '26Sale50.8130,0001,524,4056,856,216Nov 03 08:41 PM
Western States Regional Joint10% OwnerOct 30 '26Sale49.9730,0001,499,0736,886,216Nov 03 08:41 PM
Western States Regional Joint10% OwnerNov 03 '26Sale50.0216,000800,2626,840,216Nov 03 08:41 PM
Workers United10% OwnerNov 02 '26Sale50.8130,0001,524,4056,856,216Nov 03 08:41 PM
Workers United10% OwnerOct 30 '26Sale49.9730,0001,499,0736,886,216Nov 03 08:41 PM
Workers United10% OwnerNov 03 '26Sale50.0216,000800,2626,840,216Nov 03 08:41 PM
Workers United10% OwnerOct 30 '26Proposed Sale49.83168,8098,411,760Oct 30 08:24 PM
Brown Sam D.SEVP, Chief Banking OfficerOct 01 '26Sale46.531486,88625,726Oct 05 07:38 PM
Searby SeanEVP Chief Info. & Ops. OfficerSep 15 '26Sale47.753,314158,23117,466Sep 17 06:37 PM
Searby SeanOfficerSep 15 '26Proposed Sale47.753,314158,231Sep 15 05:13 PM

Held by

AUM
TickerCompanyAUM
AVUVAvantis U.S. Small Cap Value ETFAUM: 33.08B
VTIVanguard Morningstar Total Stock Market ETFAUM: 696.31B
IWMiShares Russell 2000 Index FundAUM: 77.86B
DFATU.S. Targeted Value Portfolio-ETF Class SharesAUM: 14.54B
KREState Street SPDR S&P Regional Banking ETFAUM: 4.36B
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.64B
VXFVanguard Extended Market Index ETFAUM: 30.79B
DFSVUS Small Cap Value Portfolio ETF Class SharesAUM: 8.56B
IWNiShares Russell 2000 Value ETFAUM: 14.17B
BSVOEA Bridgeway Omni Small-Cap Value ETFAUM: 2.45B

News

latest 14 of 194

Quarterly earnings

2026Q3 EPS 1.140 beat 1.084, from 0.910 a year earlier. Sales 99.17 missed 99.26, from 86.41 a year earlier
EPS
1.14002024Q4 EPS 0.900 against 0.88024Q42025Q1 EPS 0.880 against 0.80025Q12025Q2 EPS 0.880 against 0.87025Q22025Q3 EPS 0.910 against 0.87525Q32025Q4 EPS 0.990 against 0.90525Q42026Q1 EPS 0.800 against 0.95026Q12026Q2 EPS 1.100 against 1.00026Q22026Q3 EPS 1.140 against 1.08426Q3
Sales, USD millions
99.2602024Q4 sales 82.58 against 82.9224Q42025Q1 sales 79.69 against 77.3625Q12025Q2 sales 82.18 against 82.5225Q22025Q3 sales 86.41 against 83.3325Q32025Q4 sales 87.91 against 85.3725Q42026Q1 sales 91.36 against 89.7626Q12026Q2 sales 96.10 against 92.0926Q22026Q3 sales 99.17 against 99.2626Q3

The outline behind the bar is the estimate. The filled bar is the print. Green beat it, red missed it.

PeriodReportedEPS adjustedEPS estEPS reportedSales act, USD mSales est, USD mSurpriseYear-ago quarterAnalystsNext session
2026Q3ended 2026-09-302026-10-22 08:301.1401.0841.20099.1799.26EPS +5.1% · sales -0.1%vs 2025Q3, year-ago quarter · EPS +25.3% · sales +14.8%3 EPS · 2 salesOpen +1.30% vs SPY -0.87%. Close +5.21% vs SPY -1.18%
2026Q2ended 2026-06-302026-07-23 08:301.1001.0001.15296.1092.09EPS +10.0% · sales +4.3%vs 2025Q2, year-ago quarter · EPS +25.0% · sales +16.9%2Open +3.28% vs SPY -1.08%. Close +3.62% vs SPY -1.23%
2026Q1ended 2026-03-312026-04-23 08:300.8000.9500.83791.3689.76EPS -15.8% · sales +1.8%vs 2025Q1, year-ago quarter · EPS -9.1% · sales +14.6%2Open -9.60% vs SPY -0.24%. Close -4.59% vs SPY -0.39%
2025Q4ended 2025-12-312026-01-22 08:300.9900.9050.88387.9185.37EPS +9.4% · sales +3.0%vs 2024Q4, year-ago quarter · EPS +10.0% · sales +6.5%2 EPS · 1 salesOpen 0.00% vs SPY +0.65%. Close +6.69% vs SPY +0.52%
2025Q3ended 2025-09-302025-10-23 08:300.9100.8750.88186.4183.33EPS +4.0% · sales +3.7%vs 2024Q3, year-ago quarter · EPS 0.0% · sales +6.8%2 EPS · 1 salesOpen -0.15% vs SPY +0.05%. Close +2.89% vs SPY +0.59%
2025Q2ended 2025-06-302025-07-24 08:300.8800.8700.84582.1882.52EPS +1.1% · sales -0.4%vs 2024Q2, year-ago quarter · EPS +3.5% · sales +5.8%2 EPS · 1 salesOpen +0.42% vs SPY +0.06%. Close -8.16% vs SPY +0.03%
2025Q1ended 2025-03-312025-04-24 08:300.8800.8000.80979.6977.36EPS +10.0% · sales +3.0%vs 2024Q1, year-ago quarter · EPS +6.0% · sales +4.4%2 EPS · 1 salesOpen -5.37% vs SPY +0.24%. Close -1.42% vs SPY +2.10%
2024Q4ended 2024-12-312025-01-23 08:300.9000.8800.79182.5882.92EPS +2.3% · sales -0.4%vs 2023Q4, year-ago quarter · EPS +25.0% · sales +8.9%2 EPS · 1 salesOpen -1.50% vs SPY -0.11%. Close -4.92% vs SPY +0.55%
2024Q3ended 2024-09-302024-10-24 08:300.9100.8300.90480.8880.44EPS +9.6% · sales +0.5%vs 2023Q3, year-ago quarter · EPS +19.7% · sales +13.0%2 EPS · 1 salesOpen +1.62% vs SPY +0.34%. Close -1.32% vs SPY +0.22%
2024Q2ended 2024-06-302024-07-25 08:300.8500.7910.86877.6977.47EPS +7.4% · sales +0.3%vs 2023Q2, year-ago quarter · EPS +18.1% · sales +9.1%3Open +1.73% vs SPY +0.02%. Close -1.82% vs SPY -0.52%
2024Q1ended 2024-03-312024-04-25 08:300.8300.7360.88776.3376.00EPS +12.7% · sales +0.4%vs 2023Q1, year-ago quarter · EPS +12.2% · sales +2.1%3Open +0.08% vs SPY -1.23%. Close -0.38% vs SPY -0.38%
2023Q4ended 2023-12-312024-01-25 08:300.7200.7150.74175.8171.48EPS +0.7% · sales +6.1%vs 2022Q4, year-ago quarter · EPS -17.2% · sales +3.9%3Open -0.56% vs SPY +0.45%. Close -4.02% vs SPY +0.54%
2023Q3ended 2023-09-302023-10-26 08:300.7600.7000.72971.5770.08EPS +8.6% · sales +2.1%vs 2022Q3, year-ago quarter · EPS -5.0% · sales -3.1%3-
2023Q2ended 2023-06-302023-07-27 16:300.7200.7360.70371.2070.86EPS -2.1% · sales +0.5%vs 2022Q2, year-ago quarter · EPS +7.5% · sales +10.7%3-
2023Q1ended 2023-03-312023-04-27 08:300.7400.7100.69074.7971.39EPS +4.2% · sales +4.8%vs 2022Q1, year-ago quarter · EPS +60.9% · sales +34.5%3-
2022Q4ended 2022-12-312023-01-26 08:300.8700.7400.79772.9572.85EPS +17.6% · sales +0.1%vs 2021Q4, year-ago quarter · EPS +64.2% · sales +22.5%3-

Annual earnings

2025FY EPS 3.640 beat 3.550, from 3.480 a year earlier. Sales 336.19 beat 331.84, from 317.47 a year earlier
EPS
3.64502018FY EPS 1.360 against 1.42620182019FY EPS 1.490 against 1.47420192020FY EPS 1.610 against 1.41020202021FY EPS 1.720 against 1.63020212022FY EPS 2.790 against 2.63020222023FY EPS 2.940 against 2.93720232024FY EPS 3.480 against 3.64520242025FY EPS 3.640 against 3.5502025
Sales, USD millions
336.1902018FY sales 178.3 against 178.0220182019FY sales 195.76 against 195.3220192020FY sales 217.62 against 20920202021FY sales 202.04 against 195.3620212022FY sales 266.76 against 267.0520222023FY sales 293.37 against 288.9620232024FY sales 317.47 against 332.5720242025FY sales 336.19 against 331.842025

Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.

earnings feed, not the snapshot. Not the statement ratio.

PeriodEPS adjustedEPS estEPS reportedSales act, USD mSales est, USD mP/E, earnings feed
2028FYestimate-5.547--460.089.03
2027FYestimate-4.667--409.6510.73
2026FYestimate-4.127--387.612.14
2025FY3.6403.5503.410336.19331.848.80
2024FY3.4803.6453.441317.47332.579.62
2023FY2.9402.9372.858293.37288.969.16
2022FY2.7902.6302.611266.76267.058.26
2021FY1.7201.6301.679202.04195.369.75
2020FY1.6101.4101.478217.622098.53
2019FY1.4901.4741.465195.76195.3213.05
2018FY1.3601.4261.457178.3178.0214.34

Estimate revisions

Latest snapshot of each period and type. 2026FY E 4.13 per share.
PeriodTypeScaleDateMeanvs prior date
2026FYEper share2026-10-234.13+0.5%
2026Q4Eper share2026-10-231.08+0.6%
2026FYRper share2026-10-234.29+0.9%
2026Q4Rper share2026-10-231.09+0.6%
2026Q4Sper share2026-10-2398.67+0.4%
2026FYS-2026-10-23387.6+0.2%
2026Q3Eper share2026-10-071.080.0%
2026Q3Rper share2026-10-071.120.0%
2026Q3Sper share2026-10-0799.260.0%
2026Q2Eper share2026-07-081.000.0%
2026Q2Rper share2026-07-081.000.0%
2026Q2Sper share2026-07-0892.090.0%
2026Q1Eper share2026-04-080.96+1.1%
2026Q1Rper share2026-04-080.960.0%
2026Q1Sper share2026-04-0889.760.0%
2025FYEper share2026-01-063.550.0%
2025Q4Eper share2026-01-060.910.0%
2025FYRper share2026-01-063.430.0%
2025Q4Rper share2026-01-060.900.0%
2025Q4Sper share2026-01-0685.370.0%
2025FYS-2025-10-23331.84+0.8%
2025Q3Eper share2025-10-080.880.0%
2025Q3Rper share2025-10-080.880.0%
2025Q3Sper share2025-10-0883.330.0%
2025Q2Eper share2025-07-080.870.0%
2025Q2Rper share2025-07-080.870.0%
2025Q2Sper share2025-04-2482.52-0.3%
2025Q1Eper share2025-04-080.800.0%
2025Q1Rper share2025-04-080.800.0%
2025Q1Sper share2025-01-2377.36-0.9%
2024FYEper share2025-01-083.650.0%
2024Q4Eper share2025-01-080.880.0%
2024FYRper share2025-01-083.54+0.4%
2024Q4Rper share2025-01-080.88+1.7%
2024Q4Sper share2025-01-0882.92+1.2%
2024FYS-2025-01-08332.57+0.3%
2024Q3Eper share2024-10-080.830.0%
2024Q3Rper share2024-10-080.830.0%
2024Q3Sper share2024-10-0880.440.0%
2024Q2Rper share2024-07-130.780.0%
2024Q2Eper share2024-07-100.790.0%
2024Q2Sper share2024-07-0977.470.0%
2024Q1Sper share2024-04-1076.000.0%
2024Q1Eper share2024-04-090.740.0%
2024Q1Rper share2024-04-090.750.0%
2023FYEper share2024-01-132.940.0%
2023FYRper share2024-01-132.840.0%
2023FYS-2024-01-13288.960.0%

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share0.2121.4571.4651.4781.6792.6112.8583.4413.414.076-
Sales USD millions167192215224209285381434455500-
Shares million shares283232313131303130-30
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share0.9040.7910.8090.8450.8810.8830.8371.1521.205
Sales USD millions113108110112118115122129133
Shares million shares313131303030303030

Income statement, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
MetricTTM2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/2018
Interest Income454.09422.23+5.2%401.30+12.1%358.08+38.5%258.49+43.2%180.53-5.2%190.50+2.4%185.95+13.4%163.96
Total Interest Expense122.09124.44+4.7%118.87+22.8%96.77+418.9%18.65+199.8%6.22-40.6%10.48-45.8%19.32+35.9%14.22
Net Interest Income332.00297.78+5.4%282.43+8.1%261.31+9.0%239.84+37.6%174.30-3.2%180.02+8.0%166.64+11.3%149.75
Loan Loss Provision27.0816.32+58.8%10.28-29.9%14.67-2.2%15.00-0.29-101.2%24.79+545.6%3.84-0.26
Net Interest Income After Loan Loss Provision304.92281.46+3.4%272.15+10.3%246.64+9.7%224.84+28.8%174.59+12.5%155.22-4.7%162.80+8.5%150.00
Non-Interest Income45.5432.67-0.8%32.95+43.3%23.00-13.8%26.67-5.6%28.24-14.9%33.19+13.7%29.20+3.1%28.31
Non-Interest Expense188.47172.25+7.8%159.77+5.6%151.25+7.6%140.57+6.3%132.25-1.2%133.89+4.7%127.83-0.1%128.00
Operating Income161.99141.89-2.4%145.32+22.7%118.40+6.7%110.94+57.2%70.58+29.4%54.53-15.0%64.17+27.5%50.32
Unusual Expense0.000.00-1.10-1.400.000.000.000.000.00
Net Income Before Taxes163.19140.16-3.7%145.59+16.7%124.73+15.3%108.16+52.9%70.72+14.2%61.94-3.5%64.17+27.5%50.32
Income Taxes40.1335.71-8.8%39.16+6.6%36.75+37.7%26.69+50.0%17.79+12.9%15.76-7.1%16.97+199.3%5.67
Consolidated Net Income123.06104.45-1.9%106.43+21.0%87.98+8.0%81.48+53.9%52.94+14.6%46.19-2.1%47.20+5.7%44.65
Net Income From Continuing Operations123.06104.45-1.9%106.43+21.0%87.98+8.0%81.48+53.9%52.94+14.6%46.19-2.1%47.20+5.7%44.65
Net Income123.06104.45-1.9%106.43+21.0%87.98+8.0%81.45+53.9%52.91+14.6%46.17-2.1%47.18+5.7%44.63
EPS (Recurring) per share4.073.41-0.3%3.42+20.8%2.83+8.4%2.61+55.4%1.68+13.5%1.48+1.4%1.460.0%1.46
EPS (Basic, Before Extraordinaries) per share4.123.44-1.1%3.48+20.8%2.88+9.1%2.64+55.3%1.70+14.9%1.48-0.7%1.49+1.4%1.47
EPS (Diluted) per share4.083.41-0.9%3.44+20.3%2.86+9.6%2.61+55.4%1.68+13.5%1.48+0.7%1.47+0.7%1.46
Non-Operating Income (Expense)1.20-1.73-0.83-116.8%4.93-2.77-1946.7%0.15-98.0%7.410.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense6.355.47+25.2%4.37+18.1%3.70+74.5%2.12+61.8%1.31-24.7%1.74-2.2%1.78+165.7%0.67
Price To Earnings Ratio ratio statement ratio, not the snapshot12.2912.299.859.239.919.989.2913.2816.44
Price To Sales Ratio ratio2.882.162.382.182.522.531.922.913.11
Operating Margin %32.4231.1933.4731.0738.9033.8124.3829.8326.17
Net Margin %24.6322.9624.5123.0928.5625.3520.6421.9323.21
Shares Outstanding million shares29.7829.82-2.8%30.67+0.8%30.43-0.9%30.70-1.4%31.13+0.3%31.05-1.5%31.52-0.8%31.77
Market Capitalization1,487.631,487.63+44.9%1,026.50+25.4%818.80+15.9%706.69+35.5%521.50+22.2%426.62-31.0%617.96-3.3%639.19

Income statement, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Interest Income119.76+9.3%117.16+12.5%109.31+8.6%107.86+5.1%109.58+6.6%104.10+5.2%100.69+3.9%102.58+6.9%
Total Interest Expense31.82-4.0%31.11-0.3%29.16-3.2%30.00+1.7%33.14+7.9%31.19+4.8%30.11+4.2%29.49+2.9%
Net Interest Income87.94+15.0%86.06+18.0%80.16+13.6%77.85+6.5%76.45+6.0%72.91+5.4%70.58+3.7%73.09+8.6%
Loan Loss Provision3.63-31.5%4.43-9.4%13.49+2148.3%5.54+50.1%5.30+186.5%4.89+54.7%0.60-62.3%3.69-1.9%
Net Interest Income After Loan Loss Provision84.31+18.5%81.63+20.0%66.67-4.7%72.31+4.2%71.15+1.3%68.02+3.0%69.98+5.3%69.41+9.2%
Non-Interest Income13.57+58.5%12.08+51.6%12.66+42.1%7.22+35.7%8.56-12.3%7.97-26.3%8.91+9.2%5.32-7.3%
Non-Interest Expense48.88+12.1%47.31+16.6%45.89+10.2%46.40+12.8%43.62+6.5%40.58+2.7%41.65+9.2%41.14+9.0%
Operating Income49.01+35.8%46.39+31.0%33.44-10.2%33.14-1.3%36.09-7.6%35.41-5.1%37.24+2.2%33.58+6.4%
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes49.24+34.2%46.62+31.5%34.07-1.9%33.27+0.7%36.69-4.0%35.46-0.9%34.74-9.8%33.05-6.2%
Income Taxes12.80+29.3%11.85+25.1%8.84-9.0%6.63-22.5%9.90-3.8%9.47+5.0%9.71-13.9%8.56-31.6%
Consolidated Net Income36.43+36.0%34.77+33.8%25.22+0.8%26.64+8.8%26.79-4.1%25.99-2.8%25.03-8.1%24.49+7.9%
Net Income From Continuing Operations36.43+36.0%34.77+33.8%25.22+0.8%26.64+8.8%26.79-4.1%25.99-2.8%25.03-8.1%24.49+7.9%
Net Income36.43+36.0%34.77+33.8%25.22+0.8%26.64+8.8%26.79-4.1%25.99-2.8%25.03-8.1%24.49+7.9%
EPS (Recurring) per share1.20+36.4%1.15+36.9%0.84+3.7%0.88+11.4%0.88-2.2%0.84-3.4%0.81-9.0%0.79+6.8%
EPS (Basic, Before Extraordinaries) per share1.22+37.1%1.16+36.5%0.85+3.7%0.89+11.3%0.89-2.2%0.85-3.4%0.82-7.9%0.80+6.7%
EPS (Diluted) per share1.20+36.4%1.15+36.9%0.84+3.7%0.88+11.4%0.88-2.2%0.84-3.4%0.81-9.0%0.79+6.8%
Non-Operating Income (Expense)0.23-61.7%0.23+360.0%0.620.130.600.05-2.51-221.3%-0.53-114.4%
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense1.48+5.7%1.69+24.3%1.61+41.2%1.57+25.6%1.40+30.8%1.36+13.3%1.14+34.1%1.25+25.0%
Price To Earnings Ratio ratio statement ratio, not the snapshot12.2913.3211.379.638.119.268.349.85
Price To Sales Ratio ratio2.882.862.512.121.842.172.022.38
Operating Margin %36.7635.9027.4228.8030.5531.5933.9831.12
Net Margin %27.3326.9020.6823.1522.6723.1922.8322.70
Shares Outstanding million shares29.78-1.0%29.90-1.7%29.86-2.7%29.82-2.8%30.09-1.9%30.41-0.7%30.70+0.6%30.67+0.8%
Market Capitalization1,487.63+82.0%1,370.91+43.6%1,159.47+31.4%958.86-6.6%817.46-15.0%954.40+14.1%882.26+20.5%1,026.50+25.4%

Balance sheet, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/20182017FY12/31/2017
Cash & Due from Banks4.50+11.4%4.04+41.3%2.86-44.0%5.11-40.7%8.62+11.4%7.74+1.8%7.60-27.7%10.51+47.4%7.13
Investments3,687.00+9.9%3,355.90+0.7%3,332.82-4.3%3,483.82-1.0%3,517.99+56.8%2,243.04+37.2%1,634.72+30.8%1,250.19+17.2%1,066.49
Net Loans4,899.69+6.2%4,612.84+6.1%4,345.63+7.0%4,060.97+23.9%3,276.36-5.0%3,447.31+0.2%3,438.77+7.1%3,210.64+15.5%2,779.91
Investment in Unconsolidated Affiliates3.50-6.7%3.75-6.3%4.000.000.000.000.000.000.00
Customer Liability on Acceptances0.000.000.000.000.000.000.000.000.00
Real Estate Assets--------1.91
Net Property, Plant & Equipment14.29-30.7%20.62-28.6%28.88-24.2%38.09-15.1%44.85-8.6%49.08-24.6%65.08+200.6%21.65-3.4%22.42
Interest Receivables65.13+6.5%61.17+10.3%55.48+33.9%41.44+43.8%28.82+20.2%23.97+25.6%19.09+32.7%14.39+28.7%11.18
Deferred Tax Assets36.59-28.1%50.87-23.1%66.18-9.4%73.08+74.6%41.85+16.0%36.08+14.8%31.44-20.8%39.70+1.0%39.31
Other Intangible Assets164.98+5.7%156.14+6.9%146.05-3.4%151.19-13.4%174.51+1.8%171.42+33.2%128.65-7.1%138.42+20.7%114.72
Total Assets8,875.67+7.4%8,265.33+3.6%7,981.90+1.6%7,853.69+10.7%7,093.00+18.6%5,978.63+12.3%5,325.34+13.7%4,685.49+15.9%4,041.16
Total Deposits7,949.24+10.7%7,180.60+2.4%7,011.99+6.3%6,595.04+3.8%6,356.26+19.1%5,338.71+15.0%4,640.98+13.0%4,105.31+27.0%3,233.11
Total Debt81.80-75.5%334.14-0.4%335.57-52.0%698.49+429.2%131.99+148.2%53.17-61.3%137.40+47.9%92.88-77.0%403.50
Long Term Debt72.54-77.6%323.37+259.8%89.87-86.9%687.20+467.7%121.04+179.1%43.37-16.0%51.66-44.4%92.88+94.8%47.67
Provision for Risks Charges3.27-32.0%4.81-7.0%5.17+223.1%1.60+6.7%1.50+25.0%1.200.00-100.0%6.07+1279.5%0.44
Deferred Tax Liabilities5.84-30.8%8.44-11.8%9.57-9.5%10.57-30.1%15.13----
Other Liabilities41.06+38.3%29.68-13.3%34.23-12.3%39.05+61.0%24.25-51.2%49.73-11.8%56.41+34.7%41.87-30.3%60.04
Total Liabilities8,081.21+6.9%7,557.67+2.2%7,396.53+0.7%7,344.74+12.5%6,529.13+20.0%5,442.81+12.6%4,834.79+13.9%4,246.12+14.9%3,697.09
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00-100.0%6.70
Common Equity794.46+12.3%707.65+20.9%585.23+15.0%508.82-9.7%563.74+5.2%535.69+9.2%490.41+11.6%439.24+30.2%337.23
Total Shareholders Equity794.46+12.3%707.65+20.9%585.23+15.0%508.82-9.7%563.74+5.2%535.69+9.2%490.41+11.6%439.24+27.7%343.93
Accumulated Minority Interest0.000.00-100.0%0.130.0%0.130.0%0.130.0%0.130.0%0.130.0%0.130.0%0.13
Total Equity794.46+12.3%707.65+20.9%585.36+15.0%508.95-9.7%563.88+5.2%535.82+9.2%490.54+11.6%439.37+27.7%344.07
Total Liabilities & Stockholders Equity8,875.67+7.4%8,265.33+3.6%7,981.90+1.6%7,853.69+10.7%7,093.00+18.6%5,978.63+12.3%5,325.34+13.7%4,685.49+15.9%4,041.16
Book Value Per Share per share26.64+15.5%23.07+20.0%19.23+16.1%16.57-8.5%18.11+5.0%17.25+10.9%15.56+12.6%13.82+15.0%12.02
Tangible Book Value Per Share per share26.18+15.8%22.60+20.6%18.74+16.8%16.05-8.6%17.56+5.4%16.66+11.6%14.93+13.4%13.16+9.5%12.02
Tier 1 Capital812.38+8.1%751.39+14.8%654.55+9.6%597.02+11.7%534.38+8.6%491.91+8.0%455.67+9.7%415.27+22.0%340.25
Tier 2 Capital124.15-2.9%127.92-4.3%133.65+7.5%124.30+1.6%122.34+186.0%42.77+21.6%35.16-9.4%38.81+5.3%36.84
Full-Time Employees people450+4.9%429+0.9%425+3.9%409+9.1%375+1.4%370-7.0%398-5.5%421+5.0%401
Price to Book Ratio ratio1.791.471.501.450.930.801.251.411.47
Return on Assets %1.221.311.111.090.810.820.941.020.15
Return on Equity %13.9116.4616.0815.199.639.0010.1511.401.78
Return on Invested Capital %12.0510.3213.036.817.737.988.718.391.56
Current Ratio ratio0.050.020.030.020.110.050.040.030.04

Cash flow, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
MetricTTM2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/2018
Funds from Operations163.59140.92-4.8%148.01+27.5%116.11-8.3%126.57+85.4%68.28-2.5%70.00+18.6%59.04+8.8%54.24
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital1.98-4.03-24.38-2.12-390.4%0.73-8.48-517.7%2.03-40.5%3.41-27.31
Cash from Operating Activities165.56136.89+10.7%123.64+8.5%113.98-10.5%127.30+112.9%59.80-17.0%72.03+15.3%62.45+131.9%26.93
Capital Expenditures-24.48-1.38-1.77-1.48-1.67-2.40-26.61-0.75-1.43
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00-100.0%31.74
Purchase or Sale of Investments-461.29-120.72-683.2%20.70-86.7%156.11-352.90-1,031.78-699.58-310.87-213.24
Purchase of Investments-1,508.03-1,154.33-916.72-405.95-1,271.17-1,773.35-1,125.60-770.91-597.29
Sale Or Maturity of Investments1,046.741,033.61+10.3%937.42+66.8%562.07-38.8%918.28+23.8%741.56+74.1%426.02-7.4%460.04+19.8%384.05
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources2.732.210.00-100.0%2.95-30.3%4.23+318.8%1.01-77.8%4.550.000.00
Cash from Investing Activities-907.69-379.12-315.52-131.17-1,182.47-854.68-761.40-524.87-254.22
Cash Dividends Paid-19.65-17.20-14.23-12.33-11.21-9.98-9.99-8.30-1.93
Change in Capital Stock-19.93-33.78-2.72-7.51-12.71-4.72-7.03-5.38-6.97
Repurchase of Common Pref Stock-21.38-35.17-3.51-8.31-12.48-2.92-7.01-5.79-6.97
Sale of Common Pref Stock1.451.39+75.9%0.79-1.2%0.80-0.23-1.80-0.02-105.0%0.400.00
Proceedsfrom Stock Options1.451.39+75.9%0.79-1.2%0.80+19.4%0.670.000.000.000.00
Issuance or Reduction of Debt, Net-15.79-244.95-2455.3%10.40-351.67-161.2%574.37+585.2%83.83-75.00-17.88-309.73
Change in Long Term Debt-10.000.00-5.92-6.05-101.1%574.37+585.2%83.83-75.00-17.88-309.73
Issuance of Long Term Debt0.000.000.000.00-100.0%574.37+585.2%83.830.000.000.00
Reduction of Long Term Debt-10.000.00-5.92-6.050.000.00-75.00-17.88-309.73
Net Financing Active Other Cash Flow0.000.000.00-1.23-1.00-0.09-0.120.000.00
Other Financing Activities Uses0.000.000.00-1.23-1.00-0.09-0.120.000.00
Cash from Financing Activities889.10472.70+191.7%162.06+266.6%44.21-94.4%788.22-27.5%1,086.59+79.4%605.60+20.1%504.12+163.0%191.67
Net Change in Cash146.98230.47-29.82-210.3%27.03-266.94-191.5%291.72-83.77-300.9%41.69-35.61
Free Cash Flow141.09135.51+11.2%121.86+8.3%112.51-10.4%125.63+118.8%57.41-18.5%70.42+14.2%61.69+141.8%25.51
Preferred Dividends (Cash Flow)-0.000.000.00-----
Price to Free Cash Flow ratio11.858.299.628.286.2811.147.1011.7325.34
Federal Home Loan Advances Increase (Decrease)-10.68-11.30-144.8%25.22-25.89-12428.6%0.21-93.2%3.10+1966.7%0.15-99.0%15.12

Balance sheet, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Cash & Due from Banks4.13-17.9%4.17+3.0%11.62+176.7%4.50+11.4%5.03+27.3%4.05-0.7%4.20+9.7%4.04+41.3%
Investments4,233.00+14.9%4,047.54+9.5%3,937.97+15.9%3,687.00+9.9%3,683.16+0.8%3,696.72+3.7%3,397.55-3.1%3,355.90+0.7%
Net Loans5,130.92+8.4%5,080.15+9.1%4,965.20+7.5%4,899.69+6.2%4,732.29+5.5%4,655.35+5.6%4,619.83+6.0%4,612.84+6.1%
Investment in Unconsolidated Affiliates0.000.000.003.50-6.7%0.000.000.003.75-6.3%
Net Property, Plant & Equipment100.83+471.3%27.79+37.6%19.52-1.6%14.29-30.7%17.65-21.7%20.20-17.8%19.84-26.3%20.62-28.6%
Interest Receivables64.53+13.1%63.80-27.6%56.25-34.8%65.13+6.5%57.06-33.8%88.11+5.2%86.29+1.5%61.17+10.3%
Deferred Tax Assets43.65+55.8%33.31-1.1%31.34-7.3%36.59-28.1%28.01-27.3%33.69-29.3%33.80-31.3%50.87-23.1%
Other Intangible Assets156.62-2.0%154.78+25.6%149.00+20.4%164.98+5.7%159.76+30.7%123.23+5.7%123.72+16.5%156.14+6.9%
Total Assets9,733.68+12.1%9,411.54+9.2%9,170.89+10.7%8,875.67+7.4%8,682.97+3.2%8,621.34+4.5%8,285.23+1.8%8,265.33+3.6%
Total Deposits8,714.44+12.2%8,458.41+9.4%8,178.08+10.3%7,949.24+10.7%7,769.97+2.3%7,733.27+3.8%7,412.07+1.5%7,180.60+2.4%
Total Debt133.75+48.2%78.85-13.2%81.08-6.7%81.80-75.5%90.28-0.5%90.85-11.0%86.87-48.0%334.14-0.4%
Long Term Debt130.23+71.5%74.30+0.6%74.02-6.1%72.54-77.6%75.94+287.6%73.87-15.6%78.83-12.2%323.37+259.8%
Provision for Risks Charges2.60+136.4%3.30-31.3%2.00-60.0%3.27-32.0%1.10+266.7%4.80-37.7%5.00-10.7%4.81-7.0%
Deferred Tax Liabilities---5.84-30.8%---8.44-11.8%
Other Liabilities49.34+7.1%35.99-6.3%102.16+125.6%41.06+38.3%46.05+54.9%38.43-16.2%45.29+9.3%29.68-13.3%
Total Liabilities8,900.12+12.6%8,576.55+9.0%8,363.32+10.8%8,081.21+6.9%7,907.40+2.5%7,867.35+3.5%7,549.23+0.4%7,557.67+2.2%
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity833.56+7.5%834.99+10.7%807.57+9.7%794.46+12.3%775.57+11.1%753.98+16.7%736.00+19.3%707.65+20.9%
Total Shareholders Equity833.56+7.5%834.99+10.7%807.57+9.7%794.46+12.3%775.57+11.1%753.98+16.7%736.00+19.3%707.65+20.9%
Accumulated Minority Interest0.000.000.000.000.00-100.0%0.00-100.0%0.00-100.0%0.00-100.0%
Total Equity833.56+7.5%834.99+10.7%807.57+9.7%794.46+12.3%775.57+11.1%753.98+16.7%736.00+19.3%707.65+20.9%
Total Liabilities & Stockholders Equity9,733.68+12.1%9,411.54+9.2%9,170.89+10.7%8,875.67+7.4%8,682.97+3.2%8,621.34+4.5%8,285.23+1.8%8,265.33+3.6%
Book Value Per Share per share27.99+8.6%27.93+12.7%27.05+12.8%26.64+15.5%25.78+13.2%24.79+17.5%23.98+18.6%23.07+20.0%
Tangible Book Value Per Share per share27.54+8.8%27.47+12.9%26.59+13.1%26.18+15.8%25.31+13.5%24.33+18.0%23.51+19.2%22.60+20.6%
Tier 1 Capital888.44+11.6%861.87+10.2%830.11+8.0%812.38+8.1%796.32+9.1%782.36+11.1%768.55+13.0%751.39+14.8%
Tier 2 Capital126.75+3.0%135.64+6.5%134.39+6.7%124.15-2.9%123.10-4.1%127.42-4.5%125.97-5.2%127.92-4.3%
Full-Time Employees people---450+4.9%---429+0.9%
Price to Book Ratio ratio1.791.701.461.241.101.301.251.47
Return on Assets %1.341.261.201.221.201.231.271.31
Return on Equity %15.3014.2813.5613.9113.8814.7815.4116.46
Return on Invested Capital %3.783.822.863.073.153.143.072.38
Current Ratio ratio0.050.040.040.050.030.040.030.02

Cash flow, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Funds from Operations41.35+13.6%39.21+23.3%43.99+30.6%39.04+4.9%36.41-6.6%31.79-8.9%33.68-8.8%37.23+45.6%
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital0.14-95.5%-8.7312.79+397.7%-2.233.10-7.472.57-8.71
Cash from Operating Activities41.49+5.0%30.48+25.3%56.78+56.7%36.82+29.1%39.51+10.2%24.32-12.3%36.24+14.9%28.52+90.9%
Capital Expenditures-8.38-10.87-1631.0%-6.080.85-1.190.71-1.75-0.74
Net Assets From Acquisitions0.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-119.21-188.95-305.25152.11-23.7%-32.55-168.8%-194.25-46.05199.47
Purchase of Investments-314.38-431.80-469.46-292.39-320.10-362.12-179.72-98.44
Sale Or Maturity of Investments195.18-32.1%242.85+44.7%164.21+22.8%444.50+49.2%287.55+37.1%167.87-30.8%133.68-28.6%297.91+220.1%
Other Uses0.000.000.000.000.000.000.000.00
Other Sources0.000.00-100.0%1.511.230.000.980.000.00-100.0%
Cash from Investing Activities-180.94-317.70-387.35-21.69-138.9%-117.03-231.76-8.6455.78
Cash Dividends Paid-5.08-5.10-5.27-4.19-4.25-4.48-4.29-3.68
Preferred Dividends (Cash Flow)0.000.000.000.000.000.000.000.00
Change in Capital Stock-6.75-0.11-4.48-8.58-10.46-9.68-5.06-1.07-864.3%
Repurchase of Common Pref Stock-7.02-0.39-5.23-8.73-10.66-9.92-5.85-1.23
Sale of Common Pref Stock0.27+35.0%0.28+16.7%0.75-5.1%0.15-6.3%0.20+11.1%0.24+14.3%0.79+229.2%0.16+6.7%
Proceedsfrom Stock Options0.27+35.0%0.28+16.7%0.75-5.1%0.15-6.3%0.20+11.1%0.24+14.3%0.79+229.2%0.16+6.7%
Issuance or Reduction of Debt, Net-10.000.16-97.2%0.00-5.95-102.4%0.005.76-244.75245.95
Change in Long Term Debt-10.000.000.000.000.000.000.000.00-100.0%
Issuance of Long Term Debt0.000.000.000.000.000.000.000.00
Reduction of Long Term Debt-10.000.000.000.000.000.000.000.00-100.0%
Net Financing Active Other Cash Flow0.000.000.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.000.000.00
Cash from Financing Activities234.19+965.0%275.28-12.0%219.09160.5521.99-83.5%312.80+307.6%-22.64-118.2%-172.76-1116.8%
Net Change in Cash94.74-11.94-111.3%-111.49-2347.8%175.67-55.52-160.9%105.354.96-92.3%-88.46
Free Cash Flow33.11-13.6%19.61-21.7%50.70+47.0%37.67+35.6%38.32+8.7%25.03-8.9%34.49+10.1%27.78+89.1%
Price to Free Cash Flow ratio11.8510.878.788.177.589.028.129.63

Revenue breakdown

USD millions, so a column adds up to the income statement. Share is of the latest year in that split. The change is versus the older year shown, not TTM.

Product
Name20242025vs 20242025 share
State Commercial Banks315.65328.72+4.1%100.0%
Total315.65328.72+4.1%100.0%
Region
Name20242025vs 20242025 share
United States315.65328.72+4.1%100.0%
Total315.65328.72+4.1%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-307.92%1.5M18.6M224.42K
2026-10-159.02%1.7M18.7M213.91K
2026-09-307.47%1.4M18.7M203.19K
2026-09-157.23%1.4M18.7M186.04K
2026-08-316.57%1.2M18.1M160.67K
2026-08-145.87%1.0M17.7M153.77K
2026-07-315.38%1.0M17.7M150.90K
2026-07-155.50%1.0M17.7M149.86K
2026-06-305.51%1.0M17.7M147.40K
2026-06-155.66%1.0M17.7M135.51K
2026-05-295.72%1.0M17.7M138.85K
2026-05-155.63%1.0M17.7M148.17K
2026-04-306.01%1.1M17.7M155.02K
2026-04-156.43%1.1M17.6M163.78K
2026-03-316.69%1.2M17.7M180.76K
2026-03-136.99%1.2M17.7M184.37K
2026-02-276.70%1.2M17.7M185.80K
2026-02-137.07%1.3M17.8M192.87K
2026-01-306.15%1.1M17.8M191.69K
2026-01-155.96%1.1M17.8M185.28K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call20.0028.1032.500.006.4190.000.000.971-0.1210.005
call22.5025.5030.0022.515.7220.000.000.898-0.6410.013
call25.0022.7027.500.005.1080.000.000.883-0.6360.014
call30.0018.0022.500.004.0570.000.000.850-0.6110.017
call35.0013.5017.500.003.1650.000.000.809-0.5710.020
call40.008.0012.505.502.3711.000.000.757-0.5140.023
call45.003.207.500.001.6240.000.000.682-0.4350.026
call50.000.004.901.951.6625.000.000.552-0.3130.029
call55.000.000.500.100.4286050.000.080-0.0310.011
call60.000.004.900.000.7150.000.000.048-0.0330.007
call65.000.004.900.000.9590.000.000.037-0.0370.006
call70.000.004.900.001.1740.000.000.032-0.0390.005
put20.000.000.650.453.9001.000.00-0.029-0.1210.005
put22.500.004.900.507.7271.000.00-0.101-0.6410.013
put25.000.004.900.006.9300.000.00-0.117-0.6350.014
put30.000.004.901.405.5911.000.00-0.150-0.6090.017
put35.000.004.902.114.47610.000.00-0.191-0.5690.020
put40.000.004.901.703.49910.000.00-0.243-0.5110.023
put45.000.004.900.102.5992.000.00-0.317-0.4320.026
put50.000.004.900.001.6990.000.00-0.447-0.3090.029
put55.002.657.504.501.5212.000.00-0.920-0.0270.011
put60.007.5012.100.001.8410.000.00-0.952-0.0290.007
put65.0012.5017.200.002.2660.000.00-0.962-0.0310.006
put70.0017.5022.200.002.5970.000.00-0.968-0.0330.005

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-094Statement of changes in beneficial ownership of securities2026-11-05SEC
2026-11-064Statement of changes in beneficial ownership of securities2026-11-04SEC
2026-11-064Statement of changes in beneficial ownership of securities2026-11-04SEC
2026-11-05144Filing for proposed sale of securities under Rule 144.SEC
2026-11-0310-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-034Statement of changes in beneficial ownership of securities2026-10-30SEC
2026-11-034Statement of changes in beneficial ownership of securities2026-10-30SEC
2026-10-30144Filing for proposed sale of securities under Rule 144.SEC
2026-10-228-KCurrent report2026-10-22SEC
2026-10-208-KCurrent report2026-10-20SEC
2026-10-054Statement of changes in beneficial ownership of securities2026-10-01SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-15144Filing for proposed sale of securities under Rule 144.SEC
2026-09-154Statement of changes in beneficial ownership of securities2026-09-11SEC
2026-09-154Statement of changes in beneficial ownership of securities2026-09-11SEC
2026-09-14144/ASEC
2026-09-114Statement of changes in beneficial ownership of securities2026-09-10SEC
2026-09-114Statement of changes in beneficial ownership of securities2026-09-10SEC
2026-09-11144Filing for proposed sale of securities under Rule 144.SEC
2026-09-114Statement of changes in beneficial ownership of securities2026-09-09SEC
2026-09-114Statement of changes in beneficial ownership of securities2026-09-09SEC
2026-09-10144Filing for proposed sale of securities under Rule 144.SEC
2026-09-10144Filing for proposed sale of securities under Rule 144.SEC
2026-09-104Statement of changes in beneficial ownership of securities2026-09-08SEC
2026-09-104Statement of changes in beneficial ownership of securities2026-09-08SEC
2026-09-08144Filing for proposed sale of securities under Rule 144.SEC
2026-09-08144Filing for proposed sale of securities under Rule 144.SEC
2026-09-08144Filing for proposed sale of securities under Rule 144.SEC
2026-09-08144Filing for proposed sale of securities under Rule 144.SEC
2026-09-08144Filing for proposed sale of securities under Rule 144.SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110014.24M7
2026-10003.01M3
2026-090075.96M23
2026-08007.16M4
2026-0700105.94K1
2026-0600325.14K3
2026-050000
2026-0400254.88K3
2026-030048.87K2
2026-0200247.75K4
2026-0100182.86K1
2025-120000
2025-110095.08K1

Institutional holders

Manager% owned
BlackRock, Inc.11.40%
DIMENSIONAL FUND ADVISORS LP4.69%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.3.79%
VANGUARD CAPITAL MANAGEMENT LLC2.78%
ALLIANCEBERNSTEIN L.P.2.66%
AMERICAN CENTURY COMPANIES INC2.59%
STATE STREET CORP2.29%
GEODE CAPITAL MANAGEMENT, LLC2.12%
ADAGE CAPITAL PARTNERS GP, L.L.C.1.93%
LOOMIS SAYLES & CO L P1.34%

Funds

Fund% owned
Plumb Balanced Fund3.35%
Nomura Small Cap Value Fund2.44%
Avantis U.S. Small Cap Value ETF2.17%
VANGUARD TOTAL STOCK MARKET INDEX FUND1.90%
iShares Russell 2000 ETF1.79%
BlackRock Advantage Small Cap Core Fund1.35%
Nomura VIP Small Cap Value Series1.29%
ARK Israel Innovative Technology ETF1.28%
VANGUARD EXTENDED MARKET INDEX FUND0.82%
Federated Hermes MDT Small Cap Core Fund0.74%

OakChart. AMAL. Cached 15 minutes. Terms