OakChart

Artisan Partners Asset Management Inc

APAMFinancial·Asset Management·USA·Mid·NYSE·Nov 12 • 3:59 PM ET

38.10-0.39 (-1.01%)
2026-11-13 12:59 CET
Market cap
$3.09B
Revenue, TTM
1,305.34 USD m
Net income, TTM
279.87 USD m
Free cash flow, TTM
454.02 USD m
EPS diluted, TTM
4.13
Price / earnings
9.22
Compare

Price

APAM against its 20, 50 and 200-day averages
Terms2050200Beat
Patternshover a marker to name it
RS 13Sales 323Price31031835.0040.0045.001.7M3.3MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26APAMclose 38.1020-day 36.2850-day 36.18200-day 37.2738.1052w high 44.2752w low 30.8652-week range, not 6 months

13.9% under the 52-week high of 44.27 on 28 Aug 2026. 52-week low 30.86 on 13 Oct 2026. Last 15 sessions, 23.3% high to low

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

Setup. RS line 13
CANSLIM 2 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); 52-Week High/Low: 0-10% below High; Performance: Year +50%
VCP 4 of 6 — fails: 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High
Minervini 1 of 4 — fails: 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High; Performance: Year +50%
Zanger 2 of 5 — fails: Performance: Week +10%; 20-Day High/Low: 0-5% below High; Relative Volume: Over 1.5
Leaders 3 of 5 — fails: Performance: Year +50%; 52-Week High/Low: 0-10% below High
Breakout 2 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2
Growth 1 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%)
Quality 4 of 5 — fails: Debt/Equity: Low (<0.1)
Value 2 of 4 — fails: P/B: Under 2; Debt/Equity: Low (<0.1)
Income 3 of 4 — fails: Payout Ratio: Low (<20%)
Small Cap 3 of 4 — fails: Performance: Year +50%
Accumulation 2 of 4 — fails: Institutional Transactions: Over +10%; Performance: Year Up
Relative Strength 2 of 3 — fails: Performance: Year +100%

Profile

APAM
52-week range, 54% of the way up
30.8644.27

Artisan Partners Asset Management, Inc. operates as an investment management company, which provides investment strategies to clients globally. It offers investment management services to institutions and through intermediaries that operate with institutional-like decision-making processes and have longer-term investment horizons, by means of separate accounts and mutual funds. The company was founded in 1994 and is headquartered in Milwaukee, WI.

IndexRUT
Employees567
IPOMar 07, 2013
Beta1.72
ATR, 14d1.35
Rel volume0.00
Short float6.30%
Insider own2.22%
Inst own97.01%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap$3.09B
Enterprise Value3.17B
Income279.87M
Sales1.31B
Book / share6.24
Cash / share4.66
Dividend Est.4.04 (10.59%)
Dividend TTM3.45 (9.05%)
Dividend Ex-DateNov 16, 2026
Dividend Gr. 3/5Y1.99% 2.33%
Payout77.23%
Employees567
IPOMar 07, 2013

Ratios

Price / earnings9.22
Forward price / earnings10.68
Price / earnings / growth-
Price / sales2.37
Price / book6.10
Price / cash8.17
Price / free cash flow6.80
Value / cash profit6.66
Value / sales2.43
Quick Ratio2.85
Current Ratio2.85
Debt / equity0.71
Long-term debt / equity0.71
Options and shortYes / Yes

Earnings

Earnings / share4.13
Earnings next year3.57
Earnings next quarter1.06
Earnings this year-0.76%
Earnings next year-8.53%
Earnings growth, 5 years-2.32%
Past earnings growth11.25% 3.56%
Past sales growth9.30% 6.88%
Earnings vs last year15.41%
Sales vs last year5.77%
Earnings vs last quarter11.65%
Sales vs last quarter-3.97%
EarningsOct 27 AMC
Surprise7.57% 1.59%

Ownership

Insiders own2.22%
Insider trades-0.39%
Institutions own97.01%
Institution trades0.82%
Return on assets18.07%
Return on equity66.21%
Return on capital37.00%
Gross Margin-
Operating margin35.74%
Profit Margin21.44%
20-day average5.00%
50-day average5.29%
200-day average2.23%

Technical

Shares out71.02M
Shares floating69.44M
Short / float6.30%
Short ratio4.01
Short interest4.38M
52-week high44.27 -13.9%
52-week low30.86 +23.5%
Volatility4.01% 3.47%
Average range1.35
Strength index55.87
Market sensitivity1.72
Relative volume0.00
Avg Volume1.09M
Volume0

Performance

Perf Week-4.22%
Perf Month20.04%
Perf Quarter-7.93%
Perf Half Y6.43%
Perf YTD-1.38%
Perf Year-9.34%
Perf 3Y12.47%
Perf 5Y-17.61%
Perf 10Y71.27%
Recommendation3.00
Target Price35.00
Prev Close38.10
Price38.10
Change %0.00%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Jan 04, 2024InitiatedTD CowenMarket Perform$41+7.6%
Mar 07, 2023DowngradeGoldmanNeutral → Sell$33 → $27-29.1%
Oct 19, 2022InitiatedCredit SuisseNeutral$25-34.4%
Jan 04, 2022DowngradeGoldmanBuy → Neutral$55 → $48+26.0%
Dec 22, 2021InitiatedEvercore ISIIn-line$48+26.0%
Jul 12, 2021DowngradeKeefe BruyetteOutperform → Mkt Perform$55+44.4%
Apr 27, 2021DowngradeCitigroupBuy → Neutral$68 → $58+52.2%
Feb 04, 2021UpgradeKeefe BruyetteMkt Perform → Outperform$55 → $59+54.9%
Oct 19, 2020DowngradeKeefe BruyetteOutperform → Mkt Perform$45 → $48+26.0%
Jul 31, 2020UpgradeGoldmanSell → Buy$44+15.5%

Peers

Mkt cap
TickerCompanyMkt cap
ABAllianceBernstein Holding Lp3.09B
AMGAffiliated Managers Group Inc9.71B
TROWT. Rowe Price Group Inc23.09B
VRTSVirtus Investment Partners Inc817.11M
FHIFederated Hermes Inc4.70B
VCTRVictory Capital Holdings Inc7.69B
BENFranklin Templeton Inc18.25B
IVZInvesco Ltd12.52B
CNSCohen & Steers Inc3.67B
LAZLazard Inc3.99B

Insider trading

2 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Ramirez Gregory KExecutive Vice PresidentAug 19 '26Sale42.597,000298,143109,194Aug 20 04:40 PM
Ramirez Gregory KOfficerAug 19 '26Proposed Sale42.597,000298,142Aug 19 05:04 PM

Held by

AUM
TickerCompanyAUM
IJRiShares Core S&P Small-Cap ETFAUM: 107.13B
SCHDSchwab US Dividend Equity ETFAUM: 123.65B
VTIVanguard Morningstar Total Stock Market ETFAUM: 696.31B
IWMiShares Russell 2000 Index FundAUM: 77.86B
VBVanguard Morningstar Small-Cap ETFAUM: 80.23B
VBRVanguard Morningstar Small-Cap Value ETFAUM: 37.88B
VXFVanguard Extended Market Index ETFAUM: 30.79B
AVUVAvantis U.S. Small Cap Value ETFAUM: 33.08B
SPSMState Street SPDR Portfolio S&P 600TM Small Cap ETFAUM: 16.19B
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.64B

News

latest 14 of 200
  • Artisan Partners Asset Management Inc. Reports October 2026 Assets Under Management (GlobeNewswire)
  • Artisan Partners: Q3 Earnings Snapshot (Associated Press)
  • Artisan Partners Beats On Margin And Fee Rate, But $10.6 Billion In Outflows Keeps The Asset Base Shrinking (Earnings Whispers)
  • Artisan Partners Asset Management Inc. Reports 3Q26 Results and Quarterly Dividend (GlobeNewswire)
  • Artisan Partners Asset Management Inc. to Announce 3Q26 Results on October 27, 2026 (GlobeNewswire)
  • Artisan Partners Asset Management Inc. Reports September 2026 Assets Under Management (GlobeNewswire)
  • Artisan Partners Asset Management Inc. Reports August 2026 Assets Under Management (GlobeNewswire)
  • Artisan Partners Asset Management Inc's Dividend Analysis (GuruFocus.com)
  • Artisan Partners Asset Management Inc. Reports July 2026 Assets Under Management (GlobeNewswire)
  • Artisan Partners: Q2 Earnings Snapshot (Associated Press)
  • Artisan Partners Asset Management Inc. Reports 2Q26 Results and Quarterly Dividend (GlobeNewswire)
  • Artisan Partners Asset Management Inc. to Announce 2Q26 Results on July 28, 2026 (GlobeNewswire)
  • Artisan Partners Asset Management Inc. Reports June 2026 Assets Under Management (GlobeNewswire)
  • Artisan Partners Asset Management Inc. Reports May 2026 Assets Under Management (GlobeNewswire) -6.45%

Quarterly earnings

2026Q3 EPS 1.030 beat 0.958, from 1.020 a year earlier. Sales 312.5 beat 307.6, from 301.3 a year earlier
EPS
1.26002024Q4 EPS 1.050 against 0.94824Q42025Q1 EPS 0.830 against 0.75025Q12025Q2 EPS 0.830 against 0.81325Q22025Q3 EPS 1.020 against 0.97025Q32025Q4 EPS 1.260 against 1.08025Q42026Q1 EPS 0.870 against 0.92826Q12026Q2 EPS 0.940 against 0.91326Q22026Q3 EPS 1.030 against 0.95826Q3
Sales, USD millions
335.502024Q4 sales 297 against 292.724Q42025Q1 sales 277.1 against 279.925Q12025Q2 sales 282.8 against 274.925Q22025Q3 sales 301.3 against 304.3825Q32025Q4 sales 335.5 against 323.8325Q42026Q1 sales 303 against 304.0126Q12026Q2 sales 307.9 against 301.3226Q22026Q3 sales 312.5 against 307.626Q3

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 2026-09-302026-10-27 16:301.0300.9581.040312.5307.6EPS +7.6% · sales +1.6%vs 2025Q3, year-ago quarter · EPS +1.0% · sales +3.7%4 EPS · 2 salesOpen +4.22% vs SPY +0.23%. Close +4.61% vs SPY +0.34%
2026Q2ended 2026-06-302026-07-28 16:300.9400.9131.113307.9301.32EPS +3.0% · sales +2.2%vs 2025Q2, year-ago quarter · EPS +13.3% · sales +8.9%4 EPS · 2 salesOpen +2.50% vs SPY -0.12%. Close -1.32% vs SPY -1.54%
2026Q1ended 2026-03-312026-04-28 16:300.8700.9280.758303304.01EPS -6.2% · sales -0.3%vs 2025Q1, year-ago quarter · EPS +4.8% · sales +9.3%4 EPS · 2 salesOpen -4.94% vs SPY -0.10%. Close -3.17% vs SPY -0.02%
2025Q4ended 2025-12-312026-02-03 16:301.2601.0801.222335.5323.83EPS +16.7% · sales +3.6%vs 2024Q4, year-ago quarter · EPS +20.0% · sales +13.0%4 EPS · 2 salesOpen +3.25% vs SPY +0.12%. Close -1.30% vs SPY -0.48%
2025Q3ended 2025-09-302025-10-28 16:301.0200.9700.933301.3304.38EPS +5.2% · sales -1.0%vs 2024Q3, year-ago quarter · EPS +10.9% · sales +7.8%4 EPS · 2 salesOpen +1.74% vs SPY +0.24%. Close -1.31% vs SPY +0.05%
2025Q2ended 2025-06-302025-07-29 16:300.8300.8130.938282.8274.9EPS +2.2% · sales +2.9%vs 2024Q2, year-ago quarter · EPS +1.2% · sales +4.4%4 EPS · 1 salesOpen +0.28% vs SPY +0.10%. Close -2.38% vs SPY -0.13%
2025Q1ended 2025-03-312025-04-29 16:300.8300.7500.824277.1279.9EPS +10.7% · sales -1.0%vs 2024Q1, year-ago quarter · EPS +9.2% · sales +4.8%4 EPS · 2 salesOpen -2.00% vs SPY -1.22%. Close -1.54% vs SPY +0.04%
2024Q4ended 2024-12-312025-02-04 16:301.0500.9480.899297292.7EPS +10.8% · sales +1.5%vs 2023Q4, year-ago quarter · EPS +34.6% · sales +19.3%4 EPS · 1 salesOpen +3.07% vs SPY -0.19%. Close +0.52% vs SPY +0.41%
2024Q3ended 2024-09-302024-10-29 16:300.9200.8981.025279.6279.7EPS +2.5% · sales 0.0%vs 2023Q3, year-ago quarter · EPS +22.7% · sales +12.4%4 EPS · 1 salesOpen +3.60% vs SPY -0.08%. Close +3.72% vs SPY -0.30%
2024Q2ended 2024-06-302024-07-23 16:300.8200.8450.802270.8274.7EPS -3.0% · sales -1.4%vs 2023Q2, year-ago quarter · EPS +15.5% · sales +11.5%4 EPS · 1 salesOpen -0.19% vs SPY -0.89%. Close -2.75% vs SPY -2.27%
2024Q1ended 2024-03-312024-04-23 16:300.7600.7730.839264.4270.9EPS -1.6% · sales -2.4%vs 2023Q1, year-ago quarter · EPS +18.8% · sales +12.8%4 EPS · 1 salesOpen -2.03% vs SPY +0.18%. Close -2.83% vs SPY -0.05%
2023Q4ended 2023-12-312024-01-30 16:300.7800.7370.849249248.65EPS +5.8% · sales +0.1%vs 2022Q4, year-ago quarter · EPS +20.0% · sales +10.2%4 EPS · 2 salesOpen +1.35% vs SPY -0.46%. Close -0.78% vs SPY -1.63%
2023Q3ended 2023-09-302023-10-31 16:300.7500.7430.763248.7245.15EPS +1.0% · sales +1.4%vs 2022Q3, year-ago quarter · EPS +7.1% · sales +6.1%4 EPS · 2 sales-
2023Q2ended 2023-06-302023-08-01 16:300.7100.7330.764242.9245.55EPS -3.1% · sales -1.1%vs 2022Q2, year-ago quarter · EPS -10.1% · sales -3.4%4 EPS · 2 sales-
2023Q1ended 2023-03-312023-05-02 08:300.6400.6220.724234.5233.58EPS +2.9% · sales +0.4%vs 2022Q1, year-ago quarter · EPS -34.7% · sales -16.7%6 EPS · 4 sales-
2022Q4ended 2022-12-312023-01-31 16:300.6500.6240.760226222.87EPS +4.2% · sales +1.4%vs 2021Q4, year-ago quarter · EPS -49.6% · sales -28.3%6 EPS · 5 sales-

Annual earnings

2025FY EPS 3.930 beat 3.748, from 3.550 a year earlier. Sales 1,197 beat 1,185, from 1,112 a year earlier
EPS
5.03002018FY EPS 2.940 against 2.93420182019FY EPS 2.670 against 2.65120192020FY EPS 3.330 against 3.28920202021FY EPS 5.030 against 5.01320212022FY EPS 3.110 against 3.08720222023FY EPS 2.890 against 2.84320232024FY EPS 3.550 against 3.42020242025FY EPS 3.930 against 3.7482025
Sales, USD millions
1,22702018FY sales 828.6 against 830.2320182019FY sales 799 against 798.8920192020FY sales 899.6 against 896.7520202021FY sales 1,227 against 1,22720212022FY sales 993.3 against 990.1720222023FY sales 975.1 against 974.720232024FY sales 1,112 against 1,10820242025FY sales 1,197 against 1,1852025

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-3.663--1,27110.40
2027FYestimate-3.568--1,22010.68
2026FYestimate-3.900--1,2479.77
2025FY3.9303.7484.0501,1971,1859.83
2024FY3.5503.4203.6561,1121,10811.37
2023FY2.8902.8433.188975.1974.714.22
2022FY3.1103.0872.943993.3990.178.79
2021FY5.0305.0135.0951,2271,2278.57
2020FY3.3303.2893.403899.6896.7513.60
2019FY2.6702.6512.648799798.8910.72
2018FY2.9402.9342.842828.6830.236.39
2017FY2.4102.4150.750795.6795.6213.61
2016FY2.1302.1191.570720.9722.3311.47
2015FY2.6902.7061.860805.5803.2314.16
2014FY3.1703.188-0.370828.7831.612.02
2013FY2.5402.573-0.630685.8684.5715.00
2012FY1.840-1.840505.6-20.71

Quarterly results

2026Q3 revenue 309.15, from 321.95 a year earlier. Operating margin 34.4%, from 38.2% a year earlier
Revenue, USD millions
350.702024Q4 revenue 300.1124Q42025Q1 revenue 288.0625Q12025Q2 revenue 324.0325Q22025Q3 revenue 321.9525Q32025Q4 revenue 350.725Q42026Q1 revenue 295.3626Q12026Q2 revenue 350.1226Q22026Q3 revenue 309.1526Q3
Operating margin
41.802024Q4 operating margin 37.4%24Q42025Q1 operating margin 33.8%25Q12025Q2 operating margin 37.4%25Q22025Q3 operating margin 38.2%25Q32025Q4 operating margin 41.8%25Q42026Q1 operating margin 29.3%26Q12026Q2 operating margin 36.2%26Q22026Q3 operating margin 34.4%26Q3

From the quarterly statement. Not an estimate.

Estimate revisions

Latest snapshot of each period and type. 2026FY E 3.90 per share.
PeriodTypeScaleDateMeanvs prior date
2026FYEper share2026-10-293.90+0.8%
2026Q4Eper share2026-10-291.07+1.9%
2026FYSUSD millions2026-10-291,247+0.7%
2026Q4S-2026-10-29323.45+2.1%
2026FYRper share2026-10-283.96+5.0%
2026Q4Rper share2026-10-280.99+7.6%
2026Q3Eper share2026-10-120.96-0.3%
2026Q3S-2026-10-12307.6-0.1%
2026Q3Rper share2026-10-080.92-3.2%
2026Q2Eper share2026-07-210.91+0.3%
2026Q2Rper share2026-07-210.94+1.1%
2026Q2S-2026-07-21301.32+0.2%
2026Q1Eper share2026-04-210.930.0%
2026Q1Rper share2026-04-210.96-1.0%
2026Q1S-2026-04-21304.010.0%
2025FYEper share2026-01-203.75+0.1%
2025Q4Eper share2026-01-201.08+0.5%
2025FYRper share2026-01-203.81+0.8%
2025Q4Rper share2026-01-201.10+1.9%
2025FYSUSD millions2026-01-201,185+0.1%
2025Q4S-2026-01-20323.83+0.5%
2025Q3Eper share2025-10-090.97+1.0%
2025Q3Rper share2025-10-090.92+4.5%
2025Q3S-2025-10-09304.38+1.2%
2025Q2Eper share2025-07-100.81+0.3%
2025Q2Rper share2025-07-090.75+5.6%
2025Q2S-2025-07-09274.9+2.2%
2025Q1Eper share2025-04-160.75-0.7%
2025Q1Rper share2025-04-160.69-1.4%
2025Q1S-2025-04-16279.9-0.4%
2024FYEper share2025-02-033.42-0.1%
2024Q4Eper share2025-01-300.95-0.3%
2024Q4Rper share2025-01-300.91-1.1%
2024FYSUSD millions2025-01-301,108-0.1%
2024Q4S-2025-01-30292.7-0.3%
2024FYRper share2025-01-133.600.0%
2024Q3Eper share2024-10-110.90+1.1%
2024Q3Rper share2024-10-100.83+5.1%
2024Q3S-2024-10-10279.7+2.6%
2024Q2Eper share2024-07-240.84-0.6%
2024Q2Rper share2024-07-120.81-3.6%
2024Q2S-2024-07-12274.7-1.3%
2024Q1Eper share2024-04-160.77+0.7%
2024Q1Rper share2024-04-160.72+2.9%
2024Q1S-2024-04-16270.9+1.3%
2023FYEper share2024-01-262.84-0.3%
2023FYRper share2024-01-262.95+1.2%
2023FYS-2024-01-26974.7-0.1%

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share0.752.8422.6483.4035.0952.9433.1883.6564.0534.1345-
Sales USD millions8008348099211,2489841,0581,1851,2851,305-
Shares million shares505456636768697070-71
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share1.0250.8990.8240.9380.9331.2220.7581.1131.041
Sales USD millions315300288324322351295350309
Shares million shares707070707070717171

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
Total Revenue1,305.341,285.38+8.5%1,184.72+12.0%1,057.50+7.4%984.27-21.1%1,247.61+35.4%921.47+13.9%809.32-3.0%834.36
Total Expenses838.83797.06+7.0%745.17+11.0%671.54+1.6%661.11-3.8%687.01+27.0%540.80+1.4%533.23+1.8%523.69
Operating Income466.51488.32+11.1%439.55+13.9%385.96+19.4%323.16-42.4%560.60+47.3%380.67+37.9%276.09-11.1%310.66
Unusual Expense0.100.000.000.00-100.0%1.410.00-100.0%0.87-58.8%2.11-
Net Income Before Taxes468.98489.13+11.0%440.55+14.8%383.69+23.0%311.83-43.5%551.55+49.4%369.30+37.1%269.27-10.8%301.79
Income Taxes93.85111.25+22.4%90.90+26.4%71.89+13.3%63.45-40.7%107.03+76.0%60.80+118.6%27.81-41.6%47.60
Consolidated Net Income346.14353.43+8.0%327.35+12.1%291.92+29.4%225.58-45.4%413.09+44.8%285.24+29.5%220.30-6.2%234.74
Net Income From Continuing Operations279.87265.87+12.0%237.44+17.3%202.41+10.0%183.95-39.7%305.09+61.1%189.35+39.9%135.38-2.5%138.86
Net Income279.87265.87+12.0%237.44+17.3%202.41+10.0%183.95-39.7%305.09+61.1%189.35+39.9%135.38-2.5%138.86
EPS (Recurring) per share4.224.05+10.7%3.66+14.7%3.19+7.8%2.96-41.8%5.09+49.3%3.41+27.2%2.68-5.6%2.84
EPS (Basic, Before Extraordinaries) per share4.234.05+10.7%3.66+14.7%3.19+8.5%2.94-42.4%5.10+50.0%3.40+28.3%2.65-6.7%2.84
EPS (Diluted) per share4.134.05+10.7%3.66+14.7%3.19+8.5%2.94-42.2%5.09+49.7%3.40+28.3%2.65-6.7%2.84
Non-Operating Income (Expense)11.209.36-2.6%9.61+52.5%6.300.00-100.0%1.76+486.7%0.30-95.3%6.34+169.8%2.35
Other After Tax Adjustments-28.99-24.45-22.30-19.88-22.80-31.43-23.27-21.15-19.45
Stock Option Compensation Expense76.4776.65+32.8%57.72+22.7%47.03+15.0%40.90+41.3%28.94+7.1%27.03-14.1%31.46-24.7%41.77
Price To Earnings Ratio ratio statement ratio, not the snapshot9.229.2211.9514.208.338.8414.5311.376.94
Price To Sales Ratio ratio1.842.082.362.651.892.293.042.041.29
Operating Margin %35.7437.9937.1036.5032.8344.9341.3134.1137.23
Net Margin %21.4420.6820.0419.1418.6924.4520.5516.7316.64
Shares Outstanding million shares71.0270.47+0.6%70.07+2.2%68.55+0.8%67.98+1.9%66.70+5.7%63.13+11.9%56.43+4.4%54.07
Market Capitalization2,705.832,705.83-8.1%2,943.63+0.5%2,928.08+51.5%1,933.09-33.9%2,926.51+1.1%2,895.72+72.8%1,676.02+58.7%1,055.87

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
Total Revenue309.15-4.0%350.12+8.1%295.36+2.5%350.70+16.9%321.95+2.2%324.03+18.1%288.06-2.6%300.11+5.2%
Total Expenses202.74+1.9%223.29+10.0%208.81+9.5%204.00+8.6%198.91+6.4%202.98+10.2%190.61+2.1%187.90+8.9%
Operating Income106.41-13.5%126.83+4.8%86.56-11.2%146.70+30.7%123.04-4.0%121.05+34.3%97.45-10.6%112.21-0.3%
Unusual Expense-0.100.200.000.000.000.000.000.00
Net Income Before Taxes108.38-12.2%126.73+4.9%86.38-11.3%147.50+30.3%123.45-4.1%120.85+34.3%97.34-10.4%113.20+0.2%
Income Taxes19.69-46.7%25.90+4.2%18.76-6.2%29.50+15.2%36.97+50.3%24.86+32.7%20.01-8.9%25.60+26.7%
Consolidated Net Income82.62+2.1%93.87+4.3%59.71-14.7%109.94+35.1%80.89-17.5%90.01+36.8%70.04-13.8%81.36-6.2%
Net Income From Continuing Operations69.13+12.9%73.88+20.0%50.13-6.9%86.74+36.7%61.25-8.3%61.58+18.1%53.84-0.3%63.47+8.1%
Net Income69.13+12.9%73.88+20.0%50.13-6.9%86.74+36.7%61.25-8.3%61.58+18.1%53.84-0.3%63.47+8.2%
EPS (Recurring) per share1.04+11.8%1.12+19.1%0.76-7.3%1.22+35.6%0.93-9.7%0.94+17.5%0.82-2.4%0.90+5.9%
EPS (Basic, Before Extraordinaries) per share1.04+11.8%1.11+18.1%0.76-7.3%1.32+36.1%0.93-9.7%0.94+17.5%0.82-2.4%0.97+5.4%
EPS (Diluted) per share1.04+11.8%1.11+18.1%0.76-7.3%1.22+35.6%0.93-9.7%0.94+17.5%0.82-2.4%0.90+5.9%
Non-Operating Income (Expense)4.08+55.1%2.30+16.2%1.92-1.0%2.90-3.3%2.63-5.1%1.98-4.3%1.94+9.0%3.00+20.0%
Other After Tax Adjustments-6.07-6.95-7.91-8.06-5.58-5.97-7.30-6.24
Stock Option Compensation Expense5.28-2.6%5.51+0.9%6.63-1.2%59.05+54.7%5.42-10.0%5.46-12.5%6.71-8.0%38.17+44.1%
Price To Earnings Ratio ratio statement ratio, not the snapshot9.229.189.5111.1911.6212.3210.8211.95
Price To Sales Ratio ratio1.841.741.862.252.312.372.172.56
Operating Margin %34.4236.2329.3141.8338.2237.3633.8337.39
Net Margin %22.3621.1016.9724.7319.0219.0018.6921.15
Shares Outstanding million shares71.02+0.8%71.00+0.8%70.99+0.8%70.47+0.6%70.46+0.6%70.47+0.8%70.43+0.7%70.07+2.2%
Market Capitalization2,705.83-10.4%2,510.03-18.5%2,628.00-2.7%2,833.26-3.7%3,018.64+2.2%3,081.44+9.5%2,701.62-12.3%2,943.63+0.5%

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 & Short Term Investments255.51-4.7%268.22+50.3%178.47+24.6%143.25-28.6%200.77+0.7%199.45+38.3%144.25-17.5%174.91+9.9%159.17
Short Term Receivables165.22+29.4%127.65+11.5%114.51+10.5%103.61-15.3%122.26+18.2%103.47+23.9%83.52+14.0%73.26-21.6%93.46
Investment Securities0.000.000.000.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.000.000.000.00
Investments595.57-1.5%604.58+20.1%503.33+51.7%331.90+42.9%232.18-0.4%233.19+104.1%114.28+34.6%84.91-29.8%120.93
Investment in Unconsolidated Affiliates42.71-35.6%66.35+488.2%11.28+21.8%9.26-13.5%10.70+1158.8%0.85-94.8%16.340.000.00
Net Property, Plant & Equipment138.30+10.8%124.84-11.7%141.38-5.4%149.51+20.6%123.95+7.6%115.18-9.1%126.65+334.6%29.14+38.6%21.02
Deferred Tax Assets354.70-13.4%409.39-6.2%436.53-8.5%477.02-4.2%497.90+3.3%482.06+10.6%435.90+1.6%429.130.0%429.21
Other Intangible Assets25.29+42.6%17.73-12.9%20.35+1.5%20.05-1.1%20.28+14.2%17.76+40.0%12.69-7.2%13.67+2.3%13.36
Total Assets1,577.29-2.6%1,618.76+15.1%1,405.86+13.9%1,234.61+2.2%1,208.05+4.9%1,151.96+23.4%933.62+16.0%805.01-3.8%837.15
Total Debt310.02+3.1%300.71-3.8%312.66-2.3%319.90+6.7%299.75+2.7%291.95-2.8%300.26+50.7%199.30+0.1%199.13
Long Term Debt289.33+31.5%219.95-25.1%293.66-2.5%301.20+55.7%193.44-29.7%275.21-3.0%283.77+90.1%149.30-25.0%199.13
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities0.30+50.0%0.20+17.6%0.17+13.3%0.15-25.0%0.200.0%0.20-33.3%0.30--
Other Liabilities484.55-14.7%567.93+16.1%489.27-2.1%499.93-0.2%501.10-12.9%575.01+27.4%451.45+4.8%430.88-7.8%467.38
Total Liabilities794.87-8.5%868.84+8.3%802.10-2.2%819.97+2.4%801.05-7.6%867.17+15.3%752.01+19.3%630.18-5.5%666.51
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity438.83+12.8%388.92+20.0%324.15+23.6%262.22-5.1%276.20+53.0%180.48+35.7%132.96-1.5%135.04+22.9%109.92
Total Shareholders Equity438.83+12.8%388.92+20.0%324.15+23.6%262.22-5.1%276.20+53.0%180.48+35.7%132.96-1.5%135.04+22.9%109.92
Accumulated Minority Interest343.59-4.8%361.00+29.1%279.61+83.4%152.42+16.5%130.79+25.4%104.32+114.4%48.65+22.3%39.79-34.5%60.72
Total Equity782.42+4.3%749.92+24.2%603.76+45.6%414.64+1.9%407.00+42.9%284.80+56.8%181.61+3.9%174.84+2.5%170.65
Total Liabilities & Stockholders Equity1,577.29-2.6%1,618.76+15.1%1,405.86+13.9%1,234.61+2.2%1,208.05+4.9%1,151.96+23.4%933.62+16.0%805.01-3.8%837.15
Book Value Per Share per share6.23+12.3%5.55+17.3%4.73+22.5%3.86-6.8%4.14+44.8%2.86+21.2%2.36-5.6%2.50+14.7%2.18
Tangible Book Value Per Share per share6.23+12.3%5.55+17.3%4.73+22.5%3.86-6.8%4.14+44.8%2.86+21.2%2.36-5.6%2.50+14.7%2.18
Full-Time Employees people567-2.9%584+1.9%573+4.4%549+10.2%498+9.9%453+3.0%440+3.5%425+6.3%400
Price to Book Ratio ratio6.107.919.848.0910.8416.4912.647.8310.93
Return on Assets %16.6415.7015.3315.0625.8518.1615.5716.913.79
Return on Equity %64.2466.6069.0468.33133.61120.82101.03113.3727.79
Return on Invested Capital %36.5139.0032.7632.6564.9641.5532.4948.8410.86
Quick Ratio ratio4.611.702.292.652.061.922.752.737.67
Current Ratio ratio4.611.702.292.652.061.922.752.737.67

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 Operations400.36382.10+5.1%363.67+15.4%315.18-11.0%354.32-32.8%527.62+73.2%304.60+17.6%258.99-13.6%299.66
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital56.5538.49-63.5%105.43+68.6%62.53-24.1%82.40-51.23-463.8%14.08-58.3%33.80+0.4%33.66
Cash from Operating Activities456.92420.59-10.3%469.10+24.2%377.71-13.5%436.72-8.3%476.39+49.5%318.68+8.8%292.79-12.2%333.32
Capital Expenditures-2.90-0.68-4.75-8.63-19.56-5.97-3.10-17.78-13.84
Net Assets From Acquisitions-22.490.000.000.000.000.000.000.00-
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00-
Purchase or Sale of Investments24.41-24.59-56.24-58.55-127.27-98.85-552.4%21.85+7703.6%0.28-0.50
Purchase of Investments-633.19-514.86-408.87-441.80-384.98-308.28-2.15-0.01-0.50
Sale Or Maturity of Investments657.60490.26+39.0%352.63-8.0%383.25+48.7%257.71+23.1%209.43+772.6%24.00+8175.9%0.290.00
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities-0.98-25.27-60.99-67.18-146.83-104.82-659.0%18.75-17.51-14.34
Cash Dividends Paid-287.19-257.11-221.96-183.38-248.70-274.74-203.01-188.18-167.68
Change in Capital Stock0.000.000.000.000.00-0.24-0.230.00-0.17
Repurchase of Common Pref Stock0.000.000.000.000.00-46.93-63.030.00-21.48
Sale of Common Pref Stock0.000.000.000.000.00-100.0%46.68-25.7%62.800.00-100.0%21.31
Proceedsfrom Stock Options0.000.000.000.000.00-100.0%46.68-25.7%62.800.00-100.0%21.31
Issuance or Reduction of Debt, Net0.00-10.460.000.00-0.540.000.00-0.370.00
Change in Long Term Debt--10.460.000.00-0.540.000.00-0.370.00
Issuance of Long Term Debt-49.54--89.46--49.63-
Reduction of Long Term Debt--60.000.000.00-90.000.000.00-50.000.00
Net Financing Active Other Cash Flow-103.05-103.47-92.41-87.25-98.17-60.45-79.00-118.02-95.64
Other Financing Activities Uses-103.05-103.47-92.41-87.25-98.17-133.69-117.28-121.92-142.21
Cash from Financing Activities-390.35-371.04-314.36-270.62-347.41-335.43-282.23-306.57-263.48
Net Change in Cash65.5924.28-74.1%93.75+135.0%39.90-57.52-259.2%36.14-34.5%55.20-31.28-156.4%55.50
Free Cash Flow454.02419.91-9.6%464.35+25.8%369.07-11.5%417.16-11.3%470.43+49.1%315.58+14.8%275.01-13.9%319.48
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow ratio14.3716.4211.5315.1011.0214.5824.8819.037.12

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 & Short Term Investments378.05+10.5%350.62+12.5%300.44+16.0%255.51-4.7%342.18+22.3%311.60+33.8%258.97+13.3%268.22+50.3%
Short Term Receivables153.50+20.8%132.84+4.9%156.46+0.4%165.22+29.4%127.07-6.5%126.61+1.7%155.79+26.3%127.65+11.5%
Investments378.52-35.3%425.80-12.1%414.65+2.0%595.57-1.5%584.59-4.2%484.20-12.0%406.61-26.8%604.58+20.1%
Investment in Unconsolidated Affiliates57.05+2591.0%3.66+106.8%14.05+74.8%42.71-35.6%2.12-86.4%1.77-87.2%8.04-38.3%66.35+488.2%
Net Property, Plant & Equipment139.40-2.8%141.52+22.2%136.77+12.7%138.30+10.8%143.48+9.8%115.79-15.3%121.33-11.6%124.84-11.7%
Deferred Tax Assets330.83-9.0%335.80-13.0%346.36-13.3%354.70-13.4%363.55-13.3%385.96-9.9%399.29-8.9%409.39-6.2%
Other Intangible Assets78.25+320.0%69.28+269.3%72.46+257.3%25.29+42.6%18.63-2.2%18.76+0.1%20.28+1.2%17.73-12.9%
Total Assets1,515.59-4.2%1,459.52+1.0%1,441.19+5.2%1,577.29-2.6%1,581.62-1.8%1,444.68-4.0%1,370.31-9.6%1,618.76+15.1%
Total Debt313.05-0.3%314.90+6.7%309.36+3.5%310.02+3.1%314.04+2.9%295.18-4.3%298.91-3.3%300.71-3.8%
Long Term Debt313.05-0.3%314.90+6.7%309.36+3.5%289.33+31.5%314.04+2.9%295.18-4.3%298.91-3.3%219.95-25.1%
Provision for Risks Charges0.000.000.000.000.000.000.000.00
Deferred Tax Liabilities0.40+33.3%0.30+50.0%0.30+50.0%0.30+50.0%0.30+50.0%0.200.0%0.200.0%0.20+17.6%
Other Liabilities616.41+8.1%592.94+8.8%617.95+8.6%484.55-14.7%570.22-5.2%545.03-0.6%568.96-3.5%567.93+16.1%
Total Liabilities929.86+5.1%908.14+8.1%927.61+6.9%794.87-8.5%884.55-2.4%840.41-2.0%868.07-3.4%868.84+8.3%
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity443.38+10.3%420.04+10.0%389.05+9.1%438.83+12.8%402.06+8.1%381.82+11.9%356.52+11.3%388.92+20.0%
Total Shareholders Equity443.38+10.3%420.04+10.0%389.05+9.1%438.83+12.8%402.06+8.1%381.82+11.9%356.52+11.3%388.92+20.0%
Accumulated Minority Interest142.35-51.7%131.33-41.0%124.54-14.5%343.59-4.8%295.01-11.1%222.46-27.5%145.72-50.9%361.00+29.1%
Total Equity585.73-16.0%551.38-8.8%513.59+2.3%782.42+4.3%697.07-1.0%604.28-6.8%502.24-18.6%749.92+24.2%
Total Liabilities & Stockholders Equity1,515.59-4.2%1,459.52+1.0%1,441.19+5.2%1,577.29-2.6%1,581.62-1.8%1,444.68-4.0%1,370.31-9.6%1,618.76+15.1%
Book Value Per Share per share6.24+9.3%5.92+9.2%5.48+8.3%6.23+12.3%5.71+7.5%5.42+11.1%5.06+10.5%5.55+17.3%
Tangible Book Value Per Share per share5.57-2.5%5.24-3.3%4.80-5.1%6.23+12.3%5.71+7.5%5.42+11.1%5.06+10.5%5.55+17.3%
Full-Time Employees people---567-2.9%---584+1.9%
Price to Book Ratio ratio6.106.455.987.057.918.646.957.91
Return on Assets %18.0718.7318.4716.4815.0516.6616.3715.63
Return on Equity %66.2167.8469.6663.6462.0467.9769.8166.31
Return on Invested Capital %9.1410.057.1811.918.559.108.2110.42
Quick Ratio ratio2.852.892.754.612.702.802.631.70
Current Ratio ratio2.852.892.754.612.702.802.631.70

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 Operations104.94+8.8%78.32+1.4%97.01+9.9%120.09+14.8%96.46+5.1%77.26-12.4%88.29+11.7%104.61+35.8%
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital14.90-54.5%58.45+148.1%104.25+1.0%-121.0432.76-39.5%23.56103.21+17.9%-28.77
Cash from Operating Activities119.84-7.3%136.77+35.7%201.26+5.1%-0.95-101.3%129.22-11.4%100.82+24.9%191.50+14.9%75.84+471.5%
Capital Expenditures-1.54-0.50-0.54-0.32-0.06-0.09-0.22-0.45
Net Assets From Acquisitions0.000.02-22.510.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-6.4415.07-66.9%19.40-3.62-12.6045.55+266.2%-53.92-13.57
Purchase of Investments-150.03-144.51-173.97-164.68-160.68-79.92-109.57-112.44
Sale Or Maturity of Investments143.59-3.0%159.58+27.2%193.37+247.5%161.06+62.9%148.09+94.0%125.47+67.2%55.64-45.6%98.88+28.9%
Other Uses0.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.00
Cash from Investing Activities-7.9814.59-67.9%-3.65-3.94-12.6545.46+332.1%-54.14-14.02
Cash Dividends Paid-57.25-55.06-112.46-62.42-51.81-48.18-94.70-57.93
Preferred Dividends (Cash Flow)0.000.000.000.000.000.000.000.00
Change in Capital Stock0.000.000.000.000.000.000.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.000.00-0.120.000.000.000.00
Change in Long Term Debt----0.12----
Issuance of Long Term Debt----0.12----
Reduction of Long Term Debt---0.00----
Net Financing Active Other Cash Flow-27.19-46.12-10.48-19.26-23.82-45.47-14.92-15.47
Other Financing Activities Uses-27.19-46.12-10.48-19.26-23.82-45.47-14.92-15.47
Cash from Financing Activities-84.44-101.18-122.94-81.79-85.98-93.65-109.62-73.40
Net Change in Cash27.42-10.3%50.18-4.7%74.67+169.2%-86.6830.58-34.7%52.63+1107.1%27.74-48.7%-11.58
Free Cash Flow118.30-8.4%136.27+35.3%200.72+4.9%-1.26-101.7%129.16-11.2%100.73+27.8%191.28+16.1%75.39+591.0%
Price to Free Cash Flow ratio14.3712.5115.5817.7711.6811.1110.4212.54

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
Asset Management1,096.941,167.56+6.4%97.6%
Investment Performance14.8729.12+95.9%2.4%
Total1,111.801,196.69+7.6%100.0%
Region
Name20242025vs 20242025 share
Non-US217.26239.89+10.4%20.0%
United States894.54956.80+7.0%80.0%
Total1,111.801,196.69+7.6%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-306.30%4.4M69.4M1.01M
2026-10-154.23%2.9M69.4M961.25K
2026-09-304.15%2.9M69.4M863.95K
2026-09-155.37%3.7M69.4M853.51K
2026-08-314.88%3.4M69.4M854.28K
2026-08-144.99%3.5M69.4M861.31K
2026-07-314.52%3.1M69.4M836.12K
2026-07-156.13%4.3M69.4M800.00K
2026-06-306.53%4.5M69.4M783.34K
2026-06-156.68%4.6M69.3M800.41K
2026-05-296.70%4.6M69.4M805.33K
2026-05-158.54%5.9M69.4M784.66K
2026-04-308.89%6.1M68.8M782.98K
2026-04-156.70%4.6M68.4M749.50K
2026-03-318.34%5.7M68.5M678.51K
2026-03-137.45%5.1M68.5M593.79K
2026-02-276.91%4.7M68.5M548.40K
2026-02-138.36%5.7M68.5M528.75K
2026-01-305.94%4.1M68.4M472.87K
2026-01-155.73%3.9M68.5M457.83K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call20.0016.0020.300.005.2420.000.000.947-0.1080.006
call22.5013.5017.800.004.5160.000.000.937-0.1040.007
call25.0011.0015.300.003.8620.000.000.926-0.1000.008
call30.006.0010.300.002.7220.000.000.891-0.0870.010
call35.002.804.203.501.1152010.000.791-0.0700.016
call40.000.000.751.200.67376.000.000.336-0.0910.020
call45.000.000.050.051.2261.000.000.208-0.1230.016
call50.000.003.400.000.9320.000.000.026-0.0200.003
call55.000.003.400.001.1930.000.000.021-0.0220.003
put20.000.003.400.003.1250.000.00-0.051-0.1170.006
put22.500.003.400.002.6420.000.00-0.060-0.1130.007
put25.000.003.400.102.2051.000.00-0.072-0.1080.008
put30.000.000.750.051.4289.000.00-0.107-0.0950.010
put35.000.000.450.240.70625.0015.00-0.207-0.0770.016
put40.002.103.102.300.86312.0011.00-0.663-0.0980.020
put45.005.808.000.001.4360.000.00-0.961-0.0240.005
put50.0010.7013.700.002.3220.000.00-0.971-0.0260.003
put55.0015.6019.800.003.3370.000.00-0.976-0.0270.003

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-12SCHEDULE 13G/ASEC
2026-11-108-KCurrent report2026-11-10SEC
2026-10-2910-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-278-KCurrent report2026-10-27SEC
2026-10-098-KCurrent report2026-10-09SEC
2026-09-258-KCurrent report2026-09-23SEC
2026-09-108-KCurrent report2026-09-10SEC
2026-08-204Statement of changes in beneficial ownership of securities2026-08-19SEC
2026-08-19144Filing for proposed sale of securities under Rule 144.SEC
2026-08-118-KCurrent report2026-08-11SEC
2026-07-3110-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-288-KCurrent report2026-07-28SEC
2026-07-108-KCurrent report2026-07-10SEC
2026-06-058-KCurrent report2026-06-05SEC
2026-06-038-KCurrent report2026-06-03SEC
2026-05-118-KCurrent report2026-05-11SEC
2026-05-0410-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-29SCHEDULE 13GSEC
2026-04-28SCHEDULE 13GSEC
2026-04-288-KCurrent report2026-04-28SEC
2026-04-17DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-04-17DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-06-03SEC
2026-04-108-KCurrent report2026-04-10SEC
2026-03-26SCHEDULE 13G/ASEC
2026-03-108-KCurrent report2026-03-10SEC
2026-03-024Statement of changes in beneficial ownership of securities2026-03-02SEC
2026-03-024Statement of changes in beneficial ownership of securities2026-03-02SEC
2026-03-024Statement of changes in beneficial ownership of securities2026-03-02SEC
2026-03-024Statement of changes in beneficial ownership of securities2026-03-02SEC
2026-03-024Statement of changes in beneficial ownership of securities2026-03-02SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-0800298.14K1
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.15.77%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7.28%
VANGUARD PORTFOLIO MANAGEMENT LLC5.93%
VANGUARD CAPITAL MANAGEMENT LLC4.31%
STATE STREET CORP4.21%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.96%
GEODE CAPITAL MANAGEMENT, LLC3.03%
MORGAN STANLEY2.79%
VICTORY CAPITAL MANAGEMENT INC2.67%
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.2.52%

Funds

Fund% owned
iShares Core S&P Small-Cap ETF6.03%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.01%
Schwab U.S. Dividend Equity ETF2.73%
iShares Russell 2000 ETF2.36%
VANGUARD SMALL-CAP INDEX FUND2.18%
VANGUARD SMALL-CAP VALUE INDEX FUND1.38%
Virtus KAR Small-Cap Core Fund1.33%
SMALLCAP World Fund Inc1.30%
Vaughan Nelson Small Cap Fund1.20%
VANGUARD EXTENDED MARKET INDEX FUND1.15%

OakChart. APAM. Cached 15 minutes. Terms