Axis Capital Holdings Ltd
AXSFinancial·Insurance - Specialty·Bermuda·Mid·NYSE·Nov 12 • 3:59 PM ET
108.24-0.16 (-0.15%)
2026-11-13 13:21 CET
Market cap
$7.76B
Revenue, TTM
6,930.48 USD m
Net income, TTM
981.29 USD m
Free cash flow, TTM
2,658.81 USD m
EPS diluted, TTM
13.08
8.27
Price
AXS against its 20, 50 and 200-day averagesPatternshover a marker to name it
9.8% under the 52-week high of 119.99 on 28 Jul 2026. 52-week low 93.02 on 2 Oct 2026. Last 15 sessions, 11.4% high to low
Volume 0.00× normal · the session has not printed · the line is the 50-bar volume average
Setup. RS line 23
CANSLIM 3 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Performance: Year +50%
VCP 3 of 6 — fails: 50-Day Simple Moving Average: SMA50 above SMA200; Average True Range: Under 2; RSI (14): Not Overbought (<60)
Minervini 2 of 4 — fails: 50-Day Simple Moving Average: SMA50 above SMA200; Performance: Year +50%
Zanger 3 of 5 — fails: Performance: Week +10%; Relative Volume: Over 1.5
Leaders 4 of 5 — fails: Performance: Year +50%
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 2 of 5 — fails: Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); Current Ratio: Over 1
Value 3 of 4 — fails: Debt/Equity: Low (<0.1)
Income 2 of 4 — fails: Dividend Yield: Over 2%; Dividend Growth: Growing 2+ Years
Small Cap 3 of 4 — fails: Performance: Year +50%
Accumulation 3 of 4 — fails: Institutional Transactions: Over +10%
Relative Strength 2 of 3 — fails: Performance: Year +100%
Profile
AXS52-week range, 56% of the way up
93.02119.99
AXIS Capital Holdings Ltd. engages in the provision of various insurance and reinsurance products and services. It operates through the Insurance and Reinsurance segments. The Insurance segment offers property, marine, terrorism, aviation, political risk, professional lines, liability, accident, and health insurance products. The Reinsurance segment offers non-life treaty reinsurance to insurance companies. The company was founded on December 9, 2002, and is headquartered in Pembroke, Bermuda.
| Index | RUI |
|---|---|
| Employees | 1966 |
| IPO | Jul 01, 2003 |
| Beta | 0.39 |
| ATR, 14d | 2.25 |
| Rel volume | 0.00 |
| Short float | 3.07% |
| Insider own | 1.02% |
| Inst own | 100.59% |
Snapshot
6 groupsValuation
| Index | RUI |
|---|---|
| Market Cap | $7.76B |
| Enterprise Value | - |
| Income | 981.29M |
| Sales | 6.93B |
| Book / share | 79.76 |
| Cash / share | - |
| Dividend Est. | 1.77 (1.64%) |
| Dividend TTM | 1.76 (1.63%) |
| Dividend Ex-Date | Sep 30, 2026 |
| Dividend Gr. 3/5Y | 0.57% 1.30% |
| Payout | 14.06% |
| Employees | 1966 |
| IPO | Jul 01, 2003 |
Ratios
| Price / earnings | 8.27 |
|---|---|
| Forward price / earnings | 8.08 |
| Price / earnings / growth | 1.77 |
| Price / sales | 1.12 |
| Price / book | 1.36 |
| Price / cash | - |
| Price / free cash flow | 2.92 |
| Value / cash profit | - |
| Value / sales | - |
| Quick Ratio | - |
| Current Ratio | 0.71 |
| Debt / equity | 0.23 |
| Long-term debt / equity | 0.23 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | 13.08 |
|---|---|
| Earnings next year | 13.40 |
| Earnings next quarter | 3.00 |
| Earnings this year | -4.30% |
| Earnings next year | 8.36% |
| Earnings growth, 5 years | 4.57% |
| Past earnings growth | 76.60% - |
| Past sales growth | 7.37% 5.92% |
| Earnings vs last year | 7.89% |
| Sales vs last year | 10.16% |
| Earnings vs last quarter | -26.65% |
| Sales vs last quarter | 8.83% |
| Earnings | Oct 28 AMC |
| Surprise | 9.47% 6.13% |
Ownership
| Insiders own | 1.02% |
|---|---|
| Insider trades | -0.66% |
| Institutions own | 100.59% |
| Institution trades | 1.34% |
| Return on assets | 3.06% |
| Return on equity | 15.97% |
| Return on capital | 13.01% |
| Gross Margin | - |
| Operating margin | 18.34% |
| Profit Margin | 14.16% |
| 20-day average | 3.75% |
| 50-day average | 8.07% |
| 200-day average | 5.91% |
Technical
| Shares out | 72.08M |
|---|---|
| Shares floating | 71.00M |
| Short / float | 3.07% |
| Short ratio | 3.26 |
| Short interest | 2.18M |
| 52-week high | 119.99 -9.8% |
| 52-week low | 93.02 +16.4% |
| Volatility | 1.87% 2.16% |
| Average range | 2.25 |
| Strength index | 68.22 |
| Market sensitivity | 0.39 |
| Relative volume | 0.00 |
| Avg Volume | 668.01K |
| Volume | 0 |
Performance
| Perf Week | 0.29% |
|---|---|
| Perf Month | 10.38% |
| Perf Quarter | 6.96% |
| Perf Half Y | 10.80% |
| Perf YTD | 1.07% |
| Perf Year | 6.50% |
| Perf 3Y | 101.11% |
| Perf 5Y | 105.78% |
| Perf 10Y | 76.26% |
| Recommendation | 1.77 |
| Target Price | 120.64 |
| Prev Close | 108.24 |
| Price | 108.24 |
| Change % | 0.00% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jan 06, 2026 | Downgrade | BofA Securities | Buy → Neutral | $115 | +6.2% |
| Dec 16, 2025 | Initiated | Mizuho | Outperform | $133 | +22.9% |
| Nov 25, 2025 | Initiated | RBC Capital Mkts | Outperform | $125 | +15.5% |
| Oct 08, 2025 | Upgrade | Wells Fargo | Equal Weight → Overweight | $123 | +13.6% |
| Jan 13, 2025 | Initiated | BMO Capital Markets | Market Perform | $93 | -14.1% |
| Dec 11, 2024 | Upgrade | Wells Fargo | Underweight → Equal Weight | $78 → $89 | -17.8% |
| Oct 04, 2024 | Initiated | TD Cowen | Buy | $118 | +9.0% |
| Nov 13, 2023 | Upgrade | Keefe Bruyette | Mkt Perform → Outperform | $59 → $66 | -39.0% |
| Sep 15, 2023 | Upgrade | BofA Securities | Underperform → Buy | $53 → $68 | -37.2% |
| Sep 08, 2023 | Initiated | Goldman | Sell | $51 | -52.9% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| EG | Everest Group Ltd | 15.69B |
| ACGL | Arch Capital Group Ltd | 35.56B |
| WRB | W.R. Berkley Corp | 28.66B |
| RNR | RenaissanceRe Holdings Ltd | 14.33B |
| HG | Hamilton Insurance Group Ltd | 3.81B |
| MKL | Markel Group Inc | 23.99B |
| KNSL | Kinsale Capital Group Inc | 8.78B |
| SPNT | SiriusPoint Ltd | 3.08B |
| RLI | RLI Corp | 6.34B |
| SKWD | Skyward Specialty Insurance Group Inc | 2.78B |
Insider trading
9 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| SMITH HENRY B | Director | Nov 02 '26 | Sale | 106.15 | 4,893 | 519,392 | 41,454 | Nov 02 06:03 PM |
| HENRY BLACKBURN SMITH | Director | Nov 02 '26 | Proposed Sale | 106.15 | 4,893 | 519,367 | Nov 02 04:08 PM | |
| PETER J VOGT | Former Officer | Jun 17 '26 | Proposed Sale | 105.00 | 5,000 | 525,000 | Jun 17 04:19 PM | |
| PETER J VOGT | Former Officer | Jun 10 '26 | Proposed Sale | 100.00 | 5,000 | 500,000 | Jun 10 04:09 PM | |
| PETER J VOGT | Officer | May 18 '26 | Proposed Sale | 100.21 | 26,431 | 2,648,524 | May 18 04:02 PM | |
| PETER J VOGT | Officer | May 11 '26 | Proposed Sale | 100.01 | 10,000 | 1,000,123 | May 11 04:18 PM | |
| SMITH HENRY B | Director | May 07 '26 | Sale | 98.69 | 2,542 | 250,870 | 46,347 | May 08 04:08 PM |
| HENRY BLACKBURN SMITH | Director | May 07 '26 | Proposed Sale | 98.69 | 2,542 | 250,870 | May 07 04:09 PM | |
| DAVIS CHARLES A | Director | Nov 19 '25 | Sale | 98.90 | 2,404,133 | 237,768,754 | 0 | Nov 21 04:22 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 696.31B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 80.23B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.54B |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | AUM: 8.56B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.88B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.79B |
| AVUV | Avantis U.S. Small Cap Value ETF | AUM: 33.08B |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | AUM: 15.64B |
| SCHA | Schwab U.S. Small-Cap ETF | AUM: 22.44B |
| AVLV | Avantis U.S. Large Cap Value ETF | AUM: 23.57B |
News
latest 14 of 200- AXIS Capital Beats On Investment Income And Growth, But Margins Erode As The Soft Market Deepens (Earnings Whispers)
- Axis Capital: Q3 Earnings Snapshot (Associated Press)
- AXIS Capital Faces A Softening-Market Test As Loss Picks Rise And Pricing Slides (Earnings Whispers)
- BCRF Launches $100 Million Venture Program for Breast Cancer: NYSE Content Update (PR Newswire)
- Axis Capital to Release Third Quarter Financial Results on October 28, 2026 (GlobeNewswire)
- Axis Capital Declares Quarterly Dividends (GlobeNewswire)
- AXIS Celebrates 25th Anniversary, Launches Global Brand Campaign Spotlighting Its Focus on Specialty Underwriting Leadership (GlobeNewswire)
- AXIS Agrees to Acquire Renewal Rights to DUAL North America's Excess Liability Business (GlobeNewswire)
- AXIS Appoints Rahil Jogani as Head of Technology & Artificial Intelligence Strategy (GlobeNewswire) -11.16%
- Axis Capital: Q2 Earnings Snapshot (Associated Press)
- AXIS Capital Reports Second Quarter Net Income Available to Common Shareholders of $251 Million, or $3.38 Per Diluted Common Share and Operating Income of $211 Million, or $2.84 Per Diluted Common Share (GlobeNewswire)
- Earnings To Watch: Axis Capital Holdings Ltd (FRA:AXV) Reports Q2 2026 Result (GuruFocus.com)
- Axis Capital Holdings Ltd (FRA:AXV) Q2 2026 Earnings Report Preview: What To Expect (GuruFocus.com)
- AXIS Capital to Release Second Quarter Financial Results on July 28, 2026 (GlobeNewswire)
Quarterly earnings
2026Q3 EPS 3.120 beat 2.850, from 3.250 a year earlier. Sales 1,790 beat 1,686, from 1,674 a year earlier
The outline behind the bar is the estimate. The filled bar is the print. Green beat it, red missed it.
| Period | Reported | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | Surprise | Year-ago quarter | Analysts | Next session |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026Q3ended 2026-09-30 | 2026-10-28 16:30 | 3.120 | 2.850 | 2.750 | 1,790 | 1,686 | EPS +9.5% · sales +6.1% | vs 2025Q3, year-ago quarter · EPS -4.0% · sales +6.9% | 13 EPS · 6 sales | Open -2.31% vs SPY -0.46%. Close +1.21% vs SPY -0.38% |
| 2026Q2ended 2026-06-30 | 2026-07-28 16:30 | 2.840 | 3.253 | 3.376 | 1,753 | 1,743 | EPS -12.7% · sales +0.6% | vs 2025Q2, year-ago quarter · EPS -13.7% · sales +7.4% | 13 EPS · 6 sales | Open -17.88% vs SPY -0.12%. Close -11.16% vs SPY -1.54% |
| 2026Q1ended 2026-03-31 | 2026-04-29 16:30 | 3.420 | 3.332 | 3.289 | 1,644 | 1,725 | EPS +2.6% · sales -4.7% | vs 2025Q1, year-ago quarter · EPS +7.9% · sales +8.0% | 13 EPS · 6 sales | Open -1.42% vs SPY +0.43%. Close +2.50% vs SPY +0.99% |
| 2025Q4ended 2025-12-31 | 2026-01-28 16:30 | 3.250 | 3.101 | 3.671 | 1,734 | 1,630 | EPS +4.8% · sales +6.4% | vs 2024Q4, year-ago quarter · EPS +9.4% · sales +17.8% | 13 EPS · 6 sales | Open +3.86% vs SPY +0.14%. Close +0.26% vs SPY -0.20% |
| 2025Q3ended 2025-09-30 | 2025-10-29 16:30 | 3.250 | 2.942 | 3.744 | 1,674 | 1,600 | EPS +10.5% · sales +4.6% | vs 2024Q3, year-ago quarter · EPS +19.9% · sales +3.9% | 11 EPS · 6 sales | Open +2.19% vs SPY -0.51%. Close +5.95% vs SPY -1.10% |
| 2025Q2ended 2025-06-30 | 2025-07-29 16:30 | 3.290 | 2.934 | 2.720 | 1,633 | 1,625 | EPS +12.1% · sales +0.5% | vs 2024Q2, year-ago quarter · EPS +12.3% · sales +12.6% | 10 EPS · 5 sales | Open +0.48% vs SPY +0.10%. Close -3.56% vs SPY -0.13% |
| 2025Q1ended 2025-03-31 | 2025-04-30 16:30 | 3.170 | 2.675 | 2.264 | 1,522 | 1,661 | EPS +18.5% · sales -8.3% | vs 2024Q1, year-ago quarter · EPS +23.3% · sales +6.8% | 10 EPS · 5 sales | Open +1.80% vs SPY +1.05%. Close +1.14% vs SPY +0.71% |
| 2024Q4ended 2024-12-31 | 2025-01-29 16:30 | 2.970 | 2.574 | 3.378 | 1,472 | 1,523 | EPS +15.4% · sales -3.4% | vs 2023Q4, year-ago quarter · EPS -337.6% · sales -0.6% | 10 EPS · 5 sales | Open -0.51% vs SPY +0.36%. Close +3.09% vs SPY +0.54% |
| 2024Q3ended 2024-09-30 | 2024-10-30 16:30 | 2.710 | 2.546 | 2.037 | 1,611 | 1,503 | EPS +6.4% · sales +7.2% | vs 2023Q3, year-ago quarter · EPS +15.8% · sales +12.3% | 9 EPS · 5 sales | Open -2.00% vs SPY -0.77%. Close -3.18% vs SPY -1.96% |
| 2024Q2ended 2024-06-30 | 2024-07-30 16:30 | 2.930 | 2.582 | 2.396 | 1,451 | 1,494 | EPS +13.5% · sales -2.9% | vs 2023Q2, year-ago quarter · EPS +31.4% · sales +4.8% | 8 EPS · 4 sales | Open +2.05% vs SPY +1.29%. Close +1.72% vs SPY +1.63% |
| 2024Q1ended 2024-03-31 | 2024-05-01 16:30 | 2.570 | 2.402 | 4.527 | 1,425 | 1,487 | EPS +7.0% · sales -4.2% | vs 2023Q1, year-ago quarter · EPS +10.3% · sales +6.0% | 8 EPS · 4 sales | Open +4.75% vs SPY +0.76%. Close +5.23% vs SPY +0.94% |
| 2023Q4ended 2023-12-31 | 2024-01-23 16:30 | -1.250 | 1.790 | -1.761 | 1,481 | 1,404 | EPS -169.8% · sales +5.5% | vs 2022Q4, year-ago quarter · EPS -164.1% · sales +2.3% | 4 EPS · 5 sales | Open +1.51% vs SPY +0.61%. Close +6.37% vs SPY +0.11% |
| 2023Q3ended 2023-09-30 | 2023-11-01 16:30 | 2.340 | 1.980 | 2.097 | 1,434 | 1,245 | EPS +18.2% · sales +15.2% | vs 2022Q3, year-ago quarter · EPS +7700.0% · sales +16.8% | 9 EPS · 5 sales | - |
| 2023Q2ended 2023-06-30 | 2023-08-01 16:30 | 2.230 | 1.966 | 1.668 | 1,384 | 1,391 | EPS +13.4% · sales -0.5% | vs 2022Q2, year-ago quarter · EPS +28.2% · sales +15.5% | 8 EPS · 4 sales | - |
| 2023Q1ended 2023-03-31 | 2023-04-26 16:30 | 2.330 | 1.968 | 2.010 | 1,344 | 1,537 | EPS +18.4% · sales -12.5% | vs 2022Q1, year-ago quarter · EPS +11.5% · sales +6.5% | 8 EPS · 4 sales | - |
| 2022Q4ended 2022-12-31 | 2023-01-25 16:30 | 1.950 | 1.761 | 0.478 | 1,448 | 1,286 | EPS +10.8% · sales +12.6% | vs 2021Q4, year-ago quarter · EPS -8.5% · sales +3.9% | 8 EPS · 4 sales | - |
Annual earnings
2025FY EPS 12.920 beat 12.816, from 11.180 a year earlier. Sales 6,564 beat 6,312, from 5,958 a year earlier
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.
| Period | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | P/E, earnings feed |
|---|---|---|---|---|---|---|
| 2028FYestimate | - | 14.774 | - | - | 7,566 | 7.33 |
| 2027FYestimate | - | 13.398 | - | - | 7,232 | 8.08 |
| 2026FYestimate | - | 12.365 | - | - | 6,874 | 8.75 |
| 2025FY | 12.920 | 12.816 | 12.350 | 6,564 | 6,312 | 8.29 |
| 2024FY | 11.180 | 10.788 | 12.345 | 5,958 | 6,010 | 7.93 |
| 2023FY | 5.650 | 8.393 | 4.023 | 5,643 | 5,556 | 9.80 |
| 2022FY | 5.810 | 5.593 | 2.251 | 5,135 | 5,231 | 9.32 |
| 2021FY | 5.120 | 4.495 | 6.898 | 5,322 | 5,191 | 10.64 |
| 2020FY | -2.080 | -2.170 | -1.788 | 4,842 | 4,635 | - |
| 2019FY | 2.520 | 2.524 | 3.343 | 5,173 | 4,993 | 23.59 |
| 2018FY | 1.920 | 2.428 | 0.005 | 4,659 | 4,645 | 26.90 |
| 2017FY | -3.150 | -3.132 | -4.940 | 4,027 | 3,847 | - |
| 2016FY | 4.480 | 4.207 | 5.080 | 3,753 | 3,891 | 14.57 |
| 2015FY | 4.020 | 3.901 | 6.040 | 3,675 | 3,651 | 26.93 |
| 2014FY | 5.320 | 5.343 | 7.290 | 3,907 | 4,016 | 20.35 |
| 2013FY | 5.490 | 5.530 | 5.930 | 3,928 | 3,899 | 19.72 |
| 2012FY | 3.410 | 2.502 | 4.000 | 4,140 | 4,075 | 31.74 |
| 2011FY | -1.260 | -1.337 | 0.070 | 4,096 | 3,694 | - |
| 2010FY | 4.600 | 4.414 | 6.020 | 3,751 | 3,489 | 23.53 |
Quarterly results
2026Q3 revenue 1,815, from 1,668 a year earlier
From the quarterly statement. Not an estimate.
Estimate revisions
Latest snapshot of each period and type. 2026FY R 12.53 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | R | per share | 2026-11-06 | 12.53 | -1.2% |
| 2026Q4 | R | per share | 2026-11-06 | 3.01 | -2.8% |
| 2026FY | S | USD millions | 2026-11-06 | 6,874 | -7.3% |
| 2026Q4 | S | USD millions | 2026-11-06 | 1,730 | -0.6% |
| 2026FY | E | per share | 2026-11-04 | 12.36 | +0.2% |
| 2026Q4 | E | per share | 2026-11-04 | 3.00 | +0.1% |
| 2026Q3 | S | USD millions | 2026-10-28 | 1,686 | 0.0% |
| 2026Q3 | R | per share | 2026-10-14 | 2.94 | -1.0% |
| 2026Q3 | E | per share | 2026-10-12 | 2.85 | 0.0% |
| 2026Q2 | S | USD millions | 2026-07-27 | 1,743 | 0.0% |
| 2026Q2 | R | per share | 2026-07-19 | 3.25 | 0.0% |
| 2026Q2 | E | per share | 2026-07-15 | 3.25 | +0.4% |
| 2026Q1 | E | per share | 2026-04-27 | 3.33 | +0.0% |
| 2026Q1 | S | USD millions | 2026-04-23 | 1,725 | 0.0% |
| 2026Q1 | R | per share | 2026-04-16 | 3.38 | -0.5% |
| 2025Q4 | E | per share | 2026-01-26 | 3.10 | -0.3% |
| 2025FY | E | per share | 2026-01-20 | 12.82 | +0.1% |
| 2025FY | R | per share | 2026-01-20 | 11.93 | +0.2% |
| 2025Q4 | R | per share | 2026-01-20 | 3.03 | +0.7% |
| 2025Q4 | S | USD millions | 2026-01-17 | 1,630 | 0.0% |
| 2025FY | S | USD millions | 2026-01-13 | 6,312 | 0.0% |
| 2025Q3 | E | per share | 2025-10-13 | 2.94 | +2.4% |
| 2025Q3 | R | per share | 2025-10-13 | 2.85 | +3.6% |
| 2025Q3 | S | USD millions | 2025-10-13 | 1,600 | +0.9% |
| 2025Q2 | S | USD millions | 2025-07-27 | 1,625 | 0.0% |
| 2025Q2 | E | per share | 2025-07-23 | 2.93 | 0.0% |
| 2025Q2 | R | per share | 2025-07-23 | 2.91 | 0.0% |
| 2025Q1 | E | per share | 2025-04-16 | 2.67 | -0.2% |
| 2025Q1 | R | per share | 2025-04-16 | 2.71 | -0.4% |
| 2025Q1 | S | USD millions | 2025-04-08 | 1,661 | -0.4% |
| 2024FY | E | per share | 2025-01-28 | 10.79 | 0.0% |
| 2024Q4 | E | per share | 2025-01-28 | 2.57 | 0.0% |
| 2024Q4 | S | USD millions | 2025-01-28 | 1,523 | 0.0% |
| 2024FY | S | USD millions | 2025-01-20 | 6,010 | 0.0% |
| 2024FY | R | per share | 2025-01-18 | 11.54 | 0.0% |
| 2024Q4 | R | per share | 2025-01-18 | 2.67 | 0.0% |
| 2024Q3 | R | per share | 2024-10-19 | 2.47 | 0.0% |
| 2024Q3 | S | USD millions | 2024-10-19 | 1,503 | 0.0% |
| 2024Q3 | E | per share | 2024-10-14 | 2.55 | +1.6% |
| 2024Q2 | E | per share | 2024-07-17 | 2.58 | 0.0% |
| 2024Q2 | R | per share | 2024-07-16 | 2.57 | 0.0% |
| 2024Q2 | S | USD millions | 2024-07-09 | 1,494 | -0.5% |
| 2024Q1 | R | per share | 2024-04-17 | 2.53 | 0.0% |
| 2024Q1 | S | USD millions | 2024-04-17 | 1,487 | 0.0% |
| 2024Q1 | E | per share | 2024-04-15 | 2.40 | 0.0% |
| 2023FY | E | per share | 2024-01-22 | 8.39 | -2.0% |
| 2023FY | R | per share | 2024-01-22 | 6.58 | -18.2% |
| 2023FY | S | USD millions | 2024-01-22 | 5,556 | -0.2% |
Estimate history
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | -4.94 | 0.005 | 3.343 | -1.788 | 6.898 | 2.251 | 4.023 | 12.345 | 12.346 | 13.0834 | - |
| Sales USD millions | 4,601 | 5,162 | 5,122 | 4,880 | 5,237 | 5,256 | 5,617 | 5,973 | 6,505 | 6,930 | - |
| Shares million shares | 83 | 84 | 84 | 84 | 85 | 85 | 85 | 83 | 74 | - | 72 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 2.037 | 3.378 | 2.264 | 2.72 | 3.744 | 3.671 | 3.289 | 3.376 | 2.746 |
| Sales USD millions | 1,575 | 1,505 | 1,558 | 1,560 | 1,668 | 1,734 | 1,690 | 1,691 | 1,815 |
| Shares million shares | 84 | 83 | 79 | 78 | 77 | 74 | 74 | 73 | 72 |
Income statement, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 6,930.48 | 6,505.23+8.9% | 5,973.38+6.3% | 5,617.19+6.9% | 5,256.08+0.4% | 5,236.54+7.3% | 4,879.91-4.7% | 5,121.97-0.8% | 5,161.58 |
| Losses, Claims & Reserves | 3,642.43 | 3,288.54+4.1% | 3,158.49-6.9% | 3,393.10+4.6% | 3,242.41+7.8% | 3,008.78-8.3% | 3,281.25+7.8% | 3,044.80-4.6% | 3,190.29 |
| Selling, General and Administrative Incl. Other | 2,017.17 | 1,788.78+2.8% | 1,739.25+5.8% | 1,643.98-10.7% | 1,841.54+17.5% | 1,566.96+4.0% | 1,506.82-8.1% | 1,639.29-11.1% | 1,843.82 |
| Operating Income before Interest Expense | 1,270.87 | 1,427.91+32.7% | 1,075.64+85.4% | 580.10+237.0% | 172.13-74.0% | 660.80+619.5% | 91.84-79.0% | 437.88+243.5% | 127.48 |
| Interest Expense | 66.79 | 66.66-1.6% | 67.77-1.0% | 68.42+8.3% | 63.15+1.4% | 62.30-17.0% | 75.05+10.2% | 68.11+1.0% | 67.43 |
| Unusual Expense | 8.42 | 6.53-82.4% | 37.06-21.1% | 47.00-15.2% | 55.41+554000.0% | 0.01-100.0% | 20.69-53.4% | 44.37-42.1% | 76.67 |
| Net Income Before Taxes | 1,210.22 | 1,216.18+20.6% | 1,008.24+153.0% | 398.44+63.9% | 243.12-62.5% | 648.91 | -129.13-138.3% | 337.45+2591.0% | 12.54 |
| Income Taxes | 212.59 | 216.73 | -55.59-311.2% | 26.32+19.4% | 22.04-64.7% | 62.38 | -12.32-152.0% | 23.69 | -29.49 |
| Consolidated Net Income | 1,011.55 | 1,008.90-6.7% | 1,081.79+187.5% | 376.29+68.7% | 223.08-63.9% | 618.61 | -120.42-137.2% | 323.47+651.9% | 43.02 |
| Net Income From Continuing Operations | 1,011.55 | 1,008.90-6.7% | 1,081.79+187.5% | 376.29+68.7% | 223.08-63.9% | 618.61 | -120.42-137.2% | 323.47+651.9% | 43.02 |
| Net Income | 981.29 | 978.65-6.9% | 1,051.54+203.9% | 346.04+79.5% | 192.83-67.2% | 588.36 | -150.67-153.4% | 282.36+70490.0% | 0.40 |
| EPS (Recurring) per share | 13.45 | 12.40-2.0% | 12.65+186.8% | 4.41+63.3% | 2.70-60.9% | 6.90 | -1.62-143.7% | 3.71+479.7% | 0.64 |
| EPS (Basic, Before Extraordinaries) per share | 13.24 | 12.52+0.2% | 12.49+207.6% | 4.06+78.9% | 2.27-67.3% | 6.95 | -1.79-153.1% | 3.37 | 0.00 |
| EPS (Diluted) per share | 13.08 | 12.350.0% | 12.35+207.2% | 4.02+78.7% | 2.25-67.4% | 6.90 | -1.79-153.6% | 3.34 | 0.00 |
| Non-Operating Income (Expense) | 14.56 | -138.54-470.2% | 37.42 | -66.24-134.9% | 189.55+275.9% | 50.42 | -125.23-1140.1% | 12.04-58.7% | 29.16 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 41.54 | 32.64-6.0% | 34.71-29.0% | 48.91+3.4% | 47.30+13.2% | 41.80+5.2% | 39.73+123.2% | 17.80-11.4% | 20.10 |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 8.27 | 8.27 | 12.31 | 8.86 | 13.30 | 7.90 | - | 17.65 | 6,620.51 |
| Price To Sales Ratio ratio | 1.00 | 1.30 | 1.26 | 0.85 | 0.88 | 0.89 | 0.87 | 0.98 | 0.84 |
| Operating Margin % | 18.34 | 21.95 | 18.01 | 10.33 | 3.27 | 12.62 | 1.88 | 8.55 | 2.47 |
| Net Margin % | 14.16 | 15.04 | 17.60 | 6.16 | 3.67 | 11.24 | -3.09 | 5.51 | 0.01 |
| Shares Outstanding million shares | 72.08 | 74.14-10.7% | 82.98-2.7% | 85.29+0.7% | 84.67-0.1% | 84.77+0.5% | 84.35+0.5% | 83.96+0.4% | 83.59 |
| Market Capitalization | 7,764.91 | 7,764.91+4.7% | 7,413.54+57.1% | 4,719.83+2.9% | 4,586.41-0.7% | 4,617.61+8.7% | 4,248.94-14.9% | 4,990.46+15.6% | 4,316.02 |
| Operating Income after Interest Expense | - | 1,361.25+35.1% | 1,007.87+97.0% | 511.68+369.5% | 108.99-81.8% | 598.50+3464.6% | 16.79-95.5% | 369.77+515.8% | 60.05 |
| Reserves Increase (Decrease) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Income statement, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 1,815.31+8.8% | 1,691.22+8.4% | 1,689.52+8.4% | 1,734.43+15.3% | 1,668.08+5.9% | 1,560.41+6.8% | 1,558.04+9.3% | 1,504.90+3.5% |
| Losses, Claims & Reserves | 982.59+16.8% | 933.13+16.4% | 867.28+10.4% | 859.43+3.3% | 841.43+1.1% | 801.75+4.7% | 785.92+7.9% | 831.96-27.8% |
| Selling, General and Administrative Incl. Other | 561.89+27.8% | 426.18+9.9% | 504.28+11.6% | 524.83+5.1% | 439.63+10.1% | 387.68-5.5% | 451.90+5.7% | 499.26+27.6% |
| Operating Income before Interest Expense | 270.83-30.0% | 331.91-10.5% | 317.95-0.7% | 350.18+101.6% | 387.01+12.5% | 370.98+30.4% | 320.21+19.1% | 173.69 |
| Interest Expense | 16.68+0.1% | 16.84+1.5% | 16.43-0.8% | 16.84+0.5% | 16.66-1.1% | 16.59-2.5% | 16.57-3.4% | 16.76-8.6% |
| Operating Income after Interest Expense | 254.15-31.4% | 315.07-11.1% | 301.52-0.7% | 333.34+112.4% | 370.36+13.2% | 354.39+32.5% | 303.64+20.6% | 156.93 |
| Unusual Expense | 2.43 | 4.44+252.4% | 1.55-28.6% | 0.00-100.0% | -0.28-124.3% | 1.26-95.4% | 2.17-71.6% | 1.14-84.8% |
| Net Income Before Taxes | 256.11-30.8% | 316.19+12.8% | 308.14+30.5% | 329.78+23.5% | 370.03+63.0% | 280.26+14.6% | 236.10-12.4% | 266.96 |
| Income Taxes | 49.42-29.7% | 61.40+9.3% | 55.81+25.9% | 45.96 | 70.25+46.6% | 56.20+38.6% | 44.32 | -19.41 |
| Consolidated Net Income | 209.08-30.7% | 258.10+15.6% | 254.77+31.3% | 289.61-1.4% | 301.86+67.0% | 223.36+5.4% | 194.07-50.9% | 293.63 |
| Net Income From Continuing Operations | 209.08-30.7% | 258.10+15.6% | 254.77+31.3% | 289.61-1.4% | 301.86+67.0% | 223.36+5.4% | 194.07-50.9% | 293.63 |
| Net Income | 201.51-31.5% | 250.53+16.1% | 247.20+32.5% | 282.04-1.4% | 294.30+70.0% | 215.79+5.6% | 186.51-51.9% | 286.07 |
| EPS (Recurring) per share | 2.77-25.9% | 3.42+25.3% | 3.30+44.7% | 3.67+8.3% | 3.74+82.4% | 2.73+4.2% | 2.28-50.3% | 3.39 |
| EPS (Basic, Before Extraordinaries) per share | 2.77-26.9% | 3.41+24.0% | 3.34+45.2% | 3.73+8.7% | 3.79+84.0% | 2.75+13.6% | 2.30-49.7% | 3.43 |
| EPS (Diluted) per share | 2.75-26.5% | 3.38+24.3% | 3.29+45.6% | 3.67+8.6% | 3.74+83.3% | 2.72+13.3% | 2.26-50.1% | 3.38 |
| Non-Operating Income (Expense) | 4.39 | 5.56 | 8.17 | -3.56-103.2% | -0.61 | -72.87-1798.6% | -65.36-355.6% | 111.17 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 11.31+29.4% | 9.30+6.5% | 12.23+88.7% | 8.69+15.3% | 8.74+4.8% | 8.73+10.2% | 6.48-40.6% | 7.54-37.3% |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 8.27 | 8.00 | 8.18 | 8.85 | 9.21 | 10.31 | 8.13 | 12.31 |
| Price To Sales Ratio ratio | 1.00 | 1.18 | 1.15 | 1.26 | 1.20 | 1.33 | 1.35 | 1.26 |
| Operating Margin % | 14.92 | 19.63 | 18.82 | 20.19 | 23.20 | 23.77 | 20.55 | 11.54 |
| Net Margin % | 11.10 | 14.81 | 14.63 | 16.26 | 17.64 | 13.83 | 11.97 | 19.01 |
| Shares Outstanding million shares | 72.08-6.4% | 73.14-6.4% | 73.94-6.0% | 74.14-10.7% | 77.03-7.9% | 78.17-7.1% | 78.65-7.1% | 82.98-2.7% |
| Market Capitalization | 7,764.91+3.7% | 7,920.82-3.0% | 7,500.88-7.4% | 8,249.97+11.3% | 7,489.07+11.7% | 8,165.78+36.5% | 8,098.05+47.5% | 7,413.54+57.1% |
Balance sheet, annual
| Metric | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 | 2017FY12/31/2017 |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 1,321.18-56.9% | 3,063.62+121.4% | 1,383.98+17.8% | 1,174.65-10.9% | 1,317.69-12.3% | 1,503.23-4.6% | 1,576.46-13.9% | 1,830.02+34.2% | 1,363.79 |
| Investments | 15,528.89+4.6% | 14,844.51-1.6% | 15,090.75+6.0% | 14,242.68-5.0% | 14,991.14+5.8% | 14,163.46-0.2% | 14,187.73+8.7% | 13,055.69-11.1% | 14,680.74 |
| Premium Balance Receivables - Insurance | 12,870.19+26.0% | 10,214.13+2.5% | 9,966.48+9.5% | 9,104.31+9.9% | 8,282.50+8.0% | 7,669.18+5.4% | 7,276.94+7.2% | 6,789.20+125.4% | 3,012.42 |
| Net Property, Plant & Equipment | 93.90+1.5% | 92.52-14.4% | 108.09+17.2% | 92.21-10.7% | 103.30-16.4% | 123.58+11.2% | 111.09 | 0.00 | 0.00 |
| Investment in Unconsolidated Affiliates | 227.18+9.8% | 206.99+18.5% | 174.63+17.8% | 148.29+1.4% | 146.29+28.1% | 114.21-3.1% | 117.82+9.0% | 108.10-0.5% | 108.60 |
| Other Intangible Assets | 2,281.28-1.8% | 2,322.57+44.2% | 1,610.64+17.5% | 1,370.46+19.1% | 1,150.69+3.7% | 1,109.57-9.9% | 1,232.13-7.8% | 1,335.98-7.6% | 1,446.52 |
| Total Assets | 32,322.63+5.1% | 30,744.33+8.5% | 28,334.58+8.4% | 26,132.60+0.5% | 25,991.61+5.3% | 24,683.23+0.7% | 24,502.17+6.0% | 23,118.99+12.2% | 20,612.06 |
| Insurance Policy Liabilities - Insurance | 21,808.66+6.4% | 20,493.81+6.4% | 19,265.53+7.2% | 17,979.94+3.5% | 17,366.41+5.8% | 16,418.20+7.5% | 15,276.44+2.5% | 14,902.95+19.3% | 12,490.84 |
| Total Debt | 1,493.18+0.3% | 1,488.17-2.3% | 1,522.61+1.8% | 1,496.28+4.6% | 1,430.49-1.3% | 1,449.96-24.6% | 1,923.74+43.4% | 1,341.96-2.5% | 1,376.53 |
| Long Term Debt | 1,476.25+0.4% | 1,470.39-2.3% | 1,505.06+1.9% | 1,476.51+4.9% | 1,407.22-1.4% | 1,427.14+1.6% | 1,404.52+28.6% | 1,091.96-20.7% | 1,376.53 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | - |
| Other Liabilities | 2,664.35-0.3% | 2,672.96+17.1% | 2,283.25+13.2% | 2,016.47+13.0% | 1,784.06+17.4% | 1,519.38-13.6% | 1,757.98-4.7% | 1,844.01+31.4% | 1,403.43 |
| Total Liabilities | 25,966.20+5.3% | 24,654.95+6.9% | 23,071.39+7.3% | 21,492.69+4.4% | 20,580.96+6.2% | 19,387.54+2.3% | 18,958.16+4.8% | 18,088.92+18.5% | 15,270.80 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 550.000.0% | 550.000.0% | 550.000.0% | 550.000.0% | 550.000.0% | 550.00-29.0% | 775.000.0% | 775.000.0% | 775.00 |
| Common Equity | 5,806.44+4.8% | 5,539.38+17.5% | 4,713.20+15.2% | 4,089.91-15.9% | 4,860.66+2.4% | 4,745.69-0.5% | 4,769.01+12.1% | 4,255.07-6.8% | 4,566.26 |
| Total Shareholders Equity | 6,356.44+4.4% | 6,089.38+15.7% | 5,263.20+13.4% | 4,639.91-14.2% | 5,410.66+2.2% | 5,295.69-4.5% | 5,544.01+10.2% | 5,030.07-5.8% | 5,341.26 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 6,356.44+4.4% | 6,089.38+15.7% | 5,263.20+13.4% | 4,639.91-14.2% | 5,410.66+2.2% | 5,295.69-4.5% | 5,544.01+10.2% | 5,030.07-5.8% | 5,341.26 |
| Total Liabilities & Stockholders Equity | 32,322.63+5.1% | 30,744.33+8.5% | 28,334.58+8.4% | 26,132.60+0.5% | 25,991.61+5.3% | 24,683.23+0.7% | 24,502.17+6.0% | 23,118.99+12.2% | 20,612.06 |
| Book Value Per Share per share | 78.32+17.3% | 66.75+20.8% | 55.26+14.4% | 48.31-15.7% | 57.34+1.9% | 56.26-1.0% | 56.80+11.6% | 50.91-7.3% | 54.91 |
| Tangible Book Value Per Share per share | 75.19+17.8% | 63.83+23.0% | 51.89+15.9% | 44.78-16.6% | 53.69+2.3% | 52.46-0.7% | 52.84+14.0% | 46.37-3.6% | 48.09 |
| Full-Time Employees people | 1,966+4.8% | 1,876-8.4% | 2,048-0.8% | 2,064-0.9% | 2,082+8.4% | 1,921+15.2% | 1,667+6.4% | 1,567-4.9% | 1,647 |
| Price to Book Ratio ratio | 1.36 | 1.34 | 1.05 | 1.21 | 0.95 | 0.90 | 1.05 | 1.01 | 0.89 |
| Return on Assets % | 3.21 | 3.66 | 1.38 | 0.86 | 2.44 | -0.49 | 1.36 | 0.20 | -1.92 |
| Return on Equity % | 16.21 | 19.06 | 7.60 | 4.44 | 11.56 | -2.22 | 6.12 | 0.83 | -6.35 |
| Return on Invested Capital % | 12.88 | 14.31 | 5.56 | 3.65 | 9.07 | -1.79 | 4.66 | 0.70 | -5.49 |
| Current Ratio ratio | 0.73 | 0.72 | 0.65 | 0.62 | 0.61 | 0.62 | 0.62 | 0.63 | 0.33 |
Cash flow, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 1,035.33 | 937.42-23.2% | 1,220.41+127.4% | 536.58-29.9% | 765.04+83.8% | 416.33 | -129.17-141.8% | 309.38-19.4% | 383.80 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 1,623.48 | -978.35-256.7% | 624.40-13.2% | 718.98+2078.7% | 33.00-95.3% | 698.49+47.8% | 472.67 | -110.38 | -373.02 |
| Cash from Operating Activities | 2,658.81 | -40.93-102.2% | 1,844.81+46.9% | 1,255.56+57.3% | 798.04-28.4% | 1,114.82+224.5% | 343.50+72.6% | 199.00+1747.7% | 10.77 |
| Capital Expenditures | -55.63 | -51.28 | -17.40 | -31.14 | -36.83 | -38.73 | -44.66 | -63.11 | -25.10 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | - |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -1,589.71 | -576.68-238.5% | 416.31 | -486.13 | -586.31 | -1,075.25-254.8% | 694.72 | -711.21-207.2% | 663.66 |
| Purchase of Investments | -10,875.92 | -9,865.53 | -11,165.93 | -6,836.45 | -8,151.06 | -12,890.55 | -11,143.85 | -10,643.48 | -9,129.21 |
| Sale Or Maturity of Investments | 9,286.21 | 9,288.86-19.8% | 11,582.23+82.4% | 6,350.31-16.1% | 7,564.75-36.0% | 11,815.29-0.2% | 11,838.57+19.2% | 9,932.27+1.4% | 9,792.87 |
| Other Uses | -216.10 | -154.11 | -216.70 | -374.71 | -222.84 | -145.83 | -199.26 | 0.00 | 0.00 |
| Other Sources | - | 153.34+56.1% | 98.24+170.0% | 36.38-56.9% | 84.36-42.1% | 145.62+272.2% | 39.12 | 0.00 | - |
| Cash from Investing Activities | -1,708.10 | -628.73-324.2% | 280.45 | -855.61 | -761.62 | -1,114.19-327.4% | 489.92 | -774.32-221.3% | 638.55 |
| Cash Dividends Paid | -164.93 | -172.98 | -182.01 | -184.03 | -179.59 | -175.85 | -173.42 | -179.83 | -176.13 |
| Change in Capital Stock | -546.01 | -887.72 | -199.94 | 0.00 | -34.99 | 0.00 | 0.00 | 0.00 | 0.00 |
| Repurchase of Common Pref Stock | -546.01 | -887.72 | -199.94 | 0.00 | -34.99 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -16.25 | 0.00 | -19.41-469.7% | 5.25-93.4% | 78.95 | 0.00 | -500.00-206.9% | 467.51 | - |
| Change in Long Term Debt | -16.25 | 0.00 | -19.41-469.7% | 5.25-93.4% | 78.95 | 0.00 | -500.00-206.9% | 467.51 | - |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00-100.0% | 5.25-93.4% | 78.95 | 0.00 | 0.00-100.0% | 717.51 | - |
| Reduction of Long Term Debt | -16.25 | 0.00 | -19.41 | 0.00 | 0.00 | 0.00 | -500.00 | -250.00 | - |
| Net Financing Active Other Cash Flow | -32.52 | -26.56 | -15.93 | -23.60 | -13.99 | -10.24 | -10.38 | -10.16 | -10.08 |
| Other Financing Activities Uses | -32.52 | -26.56 | -15.93 | -23.60 | -13.99 | -10.24 | -10.38 | -10.16 | -10.08 |
| Cash from Financing Activities | -759.70 | -1,087.26 | -417.29 | -202.37 | -149.62 | -186.09 | -908.80-427.5% | 277.51 | -186.21 |
| Exchange Rate Effect | -0.64 | 14.48 | -28.34-341.2% | 11.75 | -29.83 | -0.07-103.3% | 2.15-95.1% | 44.24+1322.5% | 3.11 |
| Net Change in Cash | 190.37 | -1,742.44-203.7% | 1,679.64+702.4% | 209.33 | -143.04 | -185.54 | -73.22 | -253.56-154.4% | 466.23 |
| Free Cash Flow | 2,658.81 | -40.93-102.2% | 1,844.81+46.9% | 1,255.56+57.3% | 798.04-28.4% | 1,114.82+224.5% | 343.50+72.6% | 199.00+1747.7% | 10.77 |
| Preferred Dividends (Cash Flow) | - | -30.25 | -30.25 | -30.25 | -30.25 | -30.25 | -31.83 | -42.62 | -42.62 |
| Price to Free Cash Flow ratio | 2.77 | - | 4.54 | 4.44 | 7.50 | 4.95 | 24.96 | 261.92 | - |
Balance sheet, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Total Cash | 1,548.45+14.0% | 1,223.06-13.2% | 1,388.12-58.3% | 1,321.18-56.9% | 1,358.08-7.7% | 1,409.20-14.9% | 3,332.77+81.0% | 3,063.62+121.4% |
| Investments | 16,237.59+4.2% | 16,710.13+12.5% | 15,606.99+6.9% | 15,528.89+4.6% | 15,589.39-5.3% | 14,855.21-3.2% | 14,597.04-3.8% | 14,844.51-1.6% |
| Net Property, Plant & Equipment | 90.19-2.7% | 92.80+3.8% | 94.67+2.6% | 93.90+1.5% | 92.71-5.3% | 89.42-11.6% | 92.30-11.4% | 92.52-14.4% |
| Investment in Unconsolidated Affiliates | 209.08-5.0% | 203.66-5.7% | 236.77+10.5% | 227.18+9.8% | 220.02+11.3% | 215.92+11.5% | 214.24+17.3% | 206.99+18.5% |
| Other Intangible Assets | 2,565.26+67.0% | 2,194.76+36.6% | 2,488.97+52.1% | 2,281.28+25.4% | 1,535.97-13.2% | 1,606.41-15.4% | 1,636.27-14.4% | 1,819.14+12.9% |
| Total Assets | 33,946.84+5.5% | 34,011.49+6.5% | 33,166.56+6.7% | 32,322.63+5.7% | 32,172.03+4.8% | 31,927.78+6.5% | 31,073.75+4.6% | 30,583.31+7.9% |
| Insurance Policy Liabilities - Insurance | 23,050.78+5.6% | 22,809.74+4.6% | 22,405.74+5.8% | 21,808.66+6.4% | 21,826.55+5.3% | 21,810.61+7.4% | 21,173.64+6.3% | 20,493.81+6.4% |
| Total Debt | 1,473.69-1.2% | 1,486.96-0.1% | 1,493.66+0.3% | 1,493.18+0.3% | 1,491.66-0.9% | 1,488.86-1.8% | 1,489.22-2.0% | 1,488.17-2.3% |
| Long Term Debt | 1,473.69-1.2% | 1,486.96-0.1% | 1,493.66+0.3% | 1,476.25+0.4% | 1,491.66-0.9% | 1,488.86-1.8% | 1,489.22-2.0% | 1,470.39-2.3% |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 3,122.91+25.6% | 3,211.58+30.9% | 2,886.52+15.1% | 2,664.35+6.1% | 2,486.81+4.2% | 2,453.91-1.4% | 2,508.09-8.8% | 2,511.95+10.0% |
| Total Liabilities | 27,647.38+7.1% | 27,508.28+6.8% | 26,785.92+6.4% | 25,966.20+6.0% | 25,805.02+4.8% | 25,753.38+6.0% | 25,170.95+4.0% | 24,493.94+6.2% |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 550.000.0% | 550.000.0% | 550.000.0% | 550.000.0% | 550.000.0% | 550.000.0% | 550.000.0% | 550.000.0% |
| Common Equity | 5,749.45-1.2% | 5,953.21+5.8% | 5,830.64+8.9% | 5,806.44+4.8% | 5,817.01+5.1% | 5,624.40+10.1% | 5,352.80+8.0% | 5,539.38+17.5% |
| Total Shareholders Equity | 6,299.45-1.1% | 6,503.21+5.3% | 6,380.64+8.1% | 6,356.44+4.4% | 6,367.01+4.7% | 6,174.40+9.1% | 5,902.80+7.2% | 6,089.38+15.7% |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 6,299.45-1.1% | 6,503.21+5.3% | 6,380.64+8.1% | 6,356.44+4.4% | 6,367.01+4.7% | 6,174.40+9.1% | 5,902.80+7.2% | 6,089.38+15.7% |
| Total Liabilities & Stockholders Equity | 33,946.84+5.5% | 34,011.49+6.5% | 33,166.56+6.7% | 32,322.63+5.7% | 32,172.03+4.8% | 31,927.78+6.5% | 31,073.75+4.6% | 30,583.31+7.9% |
| Book Value Per Share per share | 79.76+5.6% | 81.39+13.1% | 78.86+15.9% | 78.32+17.3% | 75.51+14.1% | 71.95+18.5% | 68.06+16.3% | 66.75+20.8% |
| Tangible Book Value Per Share per share | 76.68+5.8% | 78.28+13.6% | 75.75+16.5% | 75.19+17.8% | 72.46+15.4% | 68.91+20.2% | 65.01+17.9% | 63.83+23.0% |
| Full-Time Employees people | - | - | - | 1,966+4.8% | - | - | - | 1,876-8.4% |
| Price to Book Ratio ratio | 1.36 | 1.36 | 1.29 | 1.42 | 1.33 | 1.53 | 1.50 | 1.34 |
| Return on Assets % | 3.06 | 3.35 | 3.33 | 3.21 | 3.22 | 2.88 | 2.90 | 3.67 |
| Return on Equity % | 15.97 | 17.42 | 17.42 | 16.21 | 16.27 | 15.07 | 15.43 | 19.06 |
| Return on Invested Capital % | 2.69 | 3.23 | 3.24 | 3.70 | 3.84 | 2.91 | 2.63 | 3.88 |
| Current Ratio ratio | 0.71 | 0.70 | 0.74 | 0.73 | 0.74 | 0.77 | 0.75 | 0.74 |
Cash flow, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 258.75-4.3% | 217.89+21.4% | 285.60+33.2% | 273.09-32.1% | 270.51+88.7% | 179.45-30.2% | 214.38-48.7% | 402.12 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 618.76+53.4% | 413.64 | 233.80+146.9% | 357.27 | 403.33-9.1% | -1,833.66-802.6% | 94.70 | -46.58-109.7% |
| Cash from Operating Activities | 877.50+30.2% | 631.54 | 519.40+68.0% | 630.37+77.3% | 673.84+14.8% | -1,654.22-419.3% | 309.08-19.5% | 355.55+16.1% |
| Capital Expenditures | -11.32 | -14.17 | -14.39 | -15.74 | -16.20 | -12.07 | -7.27 | -3.45 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -320.17 | -612.49 | -212.30-142.2% | -444.75-131.7% | -429.05 | -205.63 | 502.75+56.2% | 1,401.98+2645.2% |
| Purchase of Investments | -2,896.28 | -3,404.04 | -2,226.47 | -2,349.12 | -2,167.82 | -2,097.05 | -3,251.53 | -3,427.19 |
| Sale Or Maturity of Investments | 2,576.11+48.2% | 2,791.55+47.6% | 2,014.18-46.3% | 1,904.38-60.6% | 1,738.78-21.8% | 1,891.42+23.9% | 3,754.28+25.0% | 4,829.17+269.2% |
| Other Uses | -28.11 | -48.04-169.9% | -106.57 | -33.39 | -120.72 | 68.77 | -68.77 | -37.16 |
| Other Sources | - | 18.51 | 9.82-72.4% | 153.34+417.9% | - | - | 35.58+16842.9% | 29.61+3796.1% |
| Cash from Investing Activities | -387.93 | -656.19 | -323.44-170.0% | -340.54-124.5% | -565.97 | -184.51 | 462.29+119.1% | 1,390.98 |
| Cash Dividends Paid | -39.82 | -40.87 | -42.70 | -41.53 | -41.96 | -42.33 | -47.15 | -44.70 |
| Preferred Dividends (Cash Flow) | -7.56 | -7.56 | -7.56 | -7.56 | -7.56 | -7.56 | -7.56 | -7.56 |
| Change in Capital Stock | -109.47 | -89.25 | -59.52 | -287.76 | -109.98 | -49.99 | -439.99 | -60.06 |
| Repurchase of Common Pref Stock | -109.47 | -89.25 | -59.52 | -287.76 | -109.98 | -49.99 | -439.99 | -60.06 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -11.00 | -5.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -18.40 |
| Change in Long Term Debt | -11.00 | -5.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -18.40 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -9.20 |
| Reduction of Long Term Debt | -11.00 | -5.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -9.20 |
| Net Financing Active Other Cash Flow | -0.70 | -8.22 | -22.71 | -0.89 | -0.06 | -1.10 | -24.51 | -0.98 |
| Other Financing Activities Uses | -0.70 | -8.22 | -22.71 | -0.89 | -0.06 | -1.10 | -24.51 | -0.98 |
| Cash from Financing Activities | -160.99 | -143.60 | -124.93 | -330.18 | -152.00 | -93.42 | -511.66 | -114.94 |
| Exchange Rate Effect | -3.19 | 3.19-62.8% | -4.10-143.4% | 3.45 | -7.00-128.3% | 8.58+2964.3% | 9.44 | -39.30-240.5% |
| Net Change in Cash | 325.39 | -165.06 | 66.93-75.1% | -36.89-102.3% | -51.12 | -1,923.57 | 269.15-41.2% | 1,592.30+1264.8% |
| Free Cash Flow | 877.50+30.2% | 631.54 | 519.40+68.0% | 630.37+77.3% | 673.84+14.8% | -1,654.22-419.3% | 309.08-19.5% | 355.55+16.1% |
| Price to Free Cash Flow ratio | 2.77 | 3.48 | 8,831.13 | - | - | - | 5.20 | 4.51 |
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.
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| Fire, Marine & Casualty Insurance | 5,957.65 | 6,563.68 | +10.2% | 100.0% |
| Total | 5,957.65 | 6,563.68 | +10.2% | 100.0% |
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| Bermuda | 5,957.65 | 6,563.68 | +10.2% | 100.0% |
| Total | 5,957.65 | 6,563.68 | +10.2% | 100.0% |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 3.07% | 2.2M | 71.0M | 660.43K |
| 2026-10-15 | 3.10% | 2.2M | 72.2M | 676.62K |
| 2026-09-30 | 2.95% | 2.1M | 72.2M | 682.04K |
| 2026-09-15 | 2.75% | 2.0M | 72.2M | 701.21K |
| 2026-08-31 | 2.94% | 2.1M | 72.2M | 698.29K |
| 2026-08-14 | 2.81% | 2.0M | 72.2M | 722.08K |
| 2026-07-31 | 2.75% | 2.0M | 72.2M | 706.97K |
| 2026-07-15 | 2.76% | 2.0M | 72.9M | 658.15K |
| 2026-06-30 | 3.03% | 2.2M | 72.9M | 631.73K |
| 2026-06-15 | 2.70% | 2.0M | 72.9M | 574.94K |
| 2026-05-29 | 2.08% | 1.5M | 73.0M | 564.90K |
| 2026-05-15 | 2.07% | 1.5M | 73.1M | 575.40K |
| 2026-04-30 | 1.67% | 1.2M | 73.0M | 599.56K |
| 2026-04-15 | 1.35% | 1.0M | 73.4M | 633.05K |
| 2026-03-31 | 1.33% | 1.0M | 73.2M | 636.65K |
| 2026-03-13 | 1.05% | 0.8M | 73.2M | 651.68K |
| 2026-02-27 | 1.06% | 0.8M | 73.2M | 657.16K |
| 2026-02-13 | 1.06% | 0.8M | 76.2M | 645.78K |
| 2026-01-30 | 1.12% | 0.8M | 76.0M | 651.64K |
| 2026-01-15 | 0.80% | 0.6M | 76.4M | 677.21K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 55.00 | 52.20 | 55.30 | 0.00 | 367.5% | 0.00 | 0.00 | 0.988 | -0.067 | 0.005 |
| call | 60.00 | 46.50 | 50.40 | 0.00 | 332.7% | 0.00 | 0.00 | 0.987 | -0.066 | 0.005 |
| call | 65.00 | 41.40 | 45.40 | 0.00 | 296.1% | 0.00 | 0.00 | 0.985 | -0.065 | 0.006 |
| call | 70.00 | 37.20 | 40.50 | 0.00 | 265.7% | 0.00 | 0.00 | 0.983 | -0.064 | 0.007 |
| call | 75.00 | 32.30 | 35.40 | 0.00 | 229.8% | 0.00 | 0.00 | 0.980 | -0.063 | 0.007 |
| call | 80.00 | 27.30 | 30.40 | 0.00 | 199.3% | 0.00 | 0.00 | 0.977 | -0.062 | 0.008 |
| call | 85.00 | 22.40 | 25.40 | 0.00 | 173.0% | 0.00 | 0.00 | 0.961 | -0.086 | 0.013 |
| call | 90.00 | 16.90 | 20.10 | 0.00 | 133.8% | 0.00 | 0.00 | 0.953 | -0.082 | 0.015 |
| call | 95.00 | 12.30 | 15.30 | 3.90 | 111.6% | 2.00 | 0.00 | 0.940 | -0.076 | 0.019 |
| call | 100 | 7.20 | 10.50 | 6.70 | 89.8% | 99.00 | 0.00 | 0.722 | -0.368 | 0.053 |
| call | 105 | 3.10 | 5.80 | 3.10 | 62.8% | 21.00 | 0.00 | 0.636 | -0.277 | 0.060 |
| call | 110 | 0.30 | 2.00 | 1.70 | 43.2% | 4.00 | 1.00 | 0.432 | -0.203 | 0.062 |
| call | 115 | 0.00 | 3.10 | 0.00 | 70.3% | 0.00 | 0.00 | 0.284 | -0.228 | 0.054 |
| call | 120 | 0.00 | 3.50 | 0.05 | 92.4% | 2.00 | 0.00 | 0.246 | -0.296 | 0.050 |
| call | 125 | 0.00 | 3.50 | 0.05 | 111.7% | 6.00 | 0.00 | 0.214 | -0.331 | 0.046 |
| call | 130 | 0.00 | 3.50 | 0.00 | 129.2% | 0.00 | 0.00 | 0.193 | -0.359 | 0.043 |
| call | 135 | 0.00 | 3.50 | 0.00 | 145.2% | 0.00 | 0.00 | 0.177 | -0.382 | 0.041 |
| call | 140 | 0.00 | 3.40 | 0.00 | 160.1% | 0.00 | 0.00 | 0.165 | -0.403 | 0.039 |
| call | 145 | 0.00 | 3.40 | 0.00 | 174.0% | 0.00 | 0.00 | 0.155 | -0.420 | 0.038 |
| put | 55.00 | 0.00 | 3.40 | 0.00 | 215.8% | 0.00 | 0.00 | -0.011 | -0.064 | 0.005 |
| put | 60.00 | 0.00 | 3.40 | 0.00 | 193.3% | 0.00 | 0.00 | -0.013 | -0.064 | 0.005 |
| put | 65.00 | 0.00 | 3.40 | 0.00 | 169.4% | 0.00 | 0.00 | -0.015 | -0.063 | 0.006 |
| put | 70.00 | 0.00 | 3.40 | 0.00 | 147.4% | 0.00 | 0.00 | -0.017 | -0.062 | 0.007 |
| put | 75.00 | 0.00 | 3.40 | 0.00 | 126.9% | 0.00 | 0.00 | -0.019 | -0.060 | 0.007 |
| put | 80.00 | 0.00 | 3.40 | 0.00 | 107.3% | 0.00 | 0.00 | -0.022 | -0.058 | 0.008 |
| put | 85.00 | 0.00 | 3.40 | 0.70 | 97.4% | 2.00 | 0.00 | -0.038 | -0.082 | 0.013 |
| put | 90.00 | 0.00 | 3.40 | 0.47 | 78.1% | 11.00 | 0.00 | -0.047 | -0.077 | 0.016 |
| put | 95.00 | 0.00 | 0.25 | 0.25 | 59.1% | 13.00 | 0.00 | -0.060 | -0.071 | 0.019 |
| put | 100 | 0.00 | 3.50 | 3.15 | 109.5% | 12.00 | 0.00 | -0.278 | -0.362 | 0.053 |
| put | 105 | 0.05 | 3.30 | 0.00 | 76.8% | 0.00 | 0.00 | -0.363 | -0.270 | 0.060 |
| put | 110 | 1.00 | 4.70 | 0.00 | 59.8% | 0.00 | 0.00 | -0.567 | -0.195 | 0.062 |
| put | 115 | 5.30 | 7.50 | 0.00 | 47.5% | 0.00 | 0.00 | -0.715 | -0.220 | 0.054 |
| put | 120 | 9.80 | 13.70 | 0.00 | 93.3% | 0.00 | 0.00 | -0.754 | -0.287 | 0.050 |
| put | 125 | 14.80 | 18.10 | 0.00 | 99.3% | 0.00 | 0.00 | -0.786 | -0.322 | 0.046 |
| put | 130 | 19.70 | 23.20 | 0.00 | 118.5% | 0.00 | 0.00 | -0.807 | -0.349 | 0.043 |
| put | 135 | 24.60 | 27.70 | 0.00 | 118.6% | 0.00 | 0.00 | -0.823 | -0.373 | 0.041 |
| put | 140 | 30.20 | 32.50 | 0.00 | 126.5% | 0.00 | 0.00 | -0.835 | -0.392 | 0.039 |
| put | 145 | 34.60 | 37.90 | 0.00 | 152.9% | 0.00 | 0.00 | -0.845 | -0.409 | 0.038 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-02 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-01 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-02 | SEC |
| 2026-10-28 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-09-30 | SEC |
| 2026-10-28 | IRANNOTICE | Notice of Iran-related disclosure filed pursuant to Section 13(r)(3) of the Exchange Act | SEC | |
| 2026-10-28 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-28 | 8-K | Current report | 2026-10-28 | SEC |
| 2026-07-28 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-06-30 | SEC |
| 2026-07-28 | IRANNOTICE | Notice of Iran-related disclosure filed pursuant to Section 13(r)(3) of the Exchange Act | SEC | |
| 2026-07-28 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-28 | 8-K | Current report | 2026-07-28 | SEC |
| 2026-07-14 | SCHEDULE 13G | SEC | ||
| 2026-06-17 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-06-15 | 8-K | Current report | 2026-06-15 | SEC |
| 2026-06-15 | 3 | Initial statement of beneficial ownership of securities | 2026-06-15 | SEC |
| 2026-06-10 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-06-03 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-13 | SEC |
| 2026-05-18 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-05-18 | 8-K | Current report | 2026-05-14 | SEC |
| 2026-05-11 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
| 2026-05-07 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-05-01 | DEFA14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-04-29 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-03-31 | SEC |
| 2026-04-29 | IRANNOTICE | Notice of Iran-related disclosure filed pursuant to Section 13(r)(3) of the Exchange Act | SEC | |
| 2026-04-29 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-03-31 | SEC |
| 2026-04-29 | 8-K | Current report | 2026-04-29 | SEC |
| 2026-04-28 | SCHEDULE 13G | SEC | ||
| 2026-04-28 | SCHEDULE 13G | SEC | ||
| 2026-04-02 | DEF 14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | 2026-05-14 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 519.39K | 1 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 250.87K | 1 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 237.77M | 1 |
Institutional holders
| Manager | % owned |
|---|---|
| AQR CAPITAL MANAGEMENT LLC | 5.74% |
| DIMENSIONAL FUND ADVISORS LP | 5.37% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.14% |
| BlackRock, Inc. | 4.67% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.33% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.33% |
| AMERICAN CENTURY COMPANIES INC | 3.55% |
| Swedbank AB | 2.51% |
| Jupiter Topco LLC | 2.46% |
| ALTRINSIC GLOBAL ADVISORS LLC | 2.34% |
Funds
| Fund | % owned |
|---|---|
| Nuveen Strategic Income Fund | 3.89% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.01% |
| Avantis Short-Term Fixed Income ETF | 2.47% |
| VANGUARD SMALL-CAP INDEX FUND | 2.18% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | 1.38% |
| Fidelity Small Cap Value Fund | 1.29% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.15% |
| Invesco Preferred ETF | 1.10% |
| Janus Henderson Triton Fund | 1.07% |
| College Retirement Equities Fund - Total Global Stock Account | 1.03% |
OakChart. AXS. Cached 15 minutes. Terms