OakChart

Citizens Inc

CIAFinancial·Insurance - Life·USA·Micro·NYSE·Nov 12 • 3:59 PM ET

3.67-0.36 (-8.93%)
2026-11-13 13:04 CET
Market cap
$186.09M
Revenue, TTM
257.24 USD m
Net income, TTM
8.76 USD m
Free cash flow, TTM
21.08 USD m
EPS diluted, TTM
0.17
Price / earnings
21.63
Compare

Price

CIA against its 20, 50 and 200-day averages
Terms2050200MissEarnings
Patternshover a marker to name it
RS 11Sales 69.8Price69.871.34.005.006.00452K904KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26CIAclose 3.6720-day 3.8150-day 3.67200-day 4.803.6752w high 6.5452w low 3.3152-week range, not 6 months

43.9% under the 52-week high of 6.54 on 26 Jun 2026. 52-week low 3.31 on 14 Oct 2026. Last 15 sessions, 27.7% high to low

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

Setup. RS line 11
CANSLIM 0 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%; Institutional Ownership: Over 50%; Average Volume: Over 200K
VCP 3 of 6 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High
Minervini 0 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High; Performance: Year +50%
Zanger 0 of 5 — fails: RSI (14): Not Oversold (>50); Performance: Week +10%; 20-Day High/Low: 0-5% below High; Relative Volume: Over 1.5; 200-Day Simple Moving Average: Price above SMA200
Leaders 1 of 5 — fails: 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%; Average Volume: Over 500K; 52-Week High/Low: 0-10% below High
Breakout 1 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2; 200-Day Simple Moving Average: Price above SMA200
Growth 1 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Return on Equity: Over +15%
Quality 3 of 5 — fails: Return on Equity: Over +15%; Net Profit Margin: High (>20%)
Value 2 of 4 — fails: P/E: Under 15; Return on Equity: Over +15%
Income 2 of 4 — fails: Dividend Growth: Growing 2+ Years — not on the tape: Dividend Yield: Over 2%
Small Cap 1 of 4 — fails: Average Volume: Over 500K; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%
Accumulation 1 of 4 — fails: Institutional Transactions: Over +10%; 200-Day Simple Moving Average: Price above SMA200; Performance: Year Up
Relative Strength 0 of 3 — fails: Performance: Year +100%; 200-Day Simple Moving Average: Price above SMA200; Average Volume: Over 500K

Profile

CIA
52-week range, 11% of the way up
3.316.54

Citizens, Inc. is a holding company, which engages in the provision of insurance and reinsurance services. It operates through the Domestic Insurance and International Insurance segments. The Domestic Insurance segment primarily issues whole life, final expense and life products with living benefits. The International Insurance segment offers U.S. dollar-denominated products to non-U.S. residents/citizens internationally, including endowment products, which are principally accumulation contracts that incorporate an element of life insurance protection and whole life insurance. The company was founded by Harold Eugene Riley in 1969 and is headquartered in Austin, TX.

IndexRUT
Employees246
IPONov 01, 1982
Beta0.44
ATR, 14d0.24
Rel volume0.00
Short float10.26%
Insider own11.79%
Inst own30.19%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap$186.09M
Enterprise Value-
Income8.76M
Sales257.24M
Book / share4.37
Cash / share-
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout0.00%
Employees246
IPONov 01, 1982

Ratios

Price / earnings21.63
Forward price / earnings28.23
Price / earnings / growth-
Price / sales0.72
Price / book0.84
Price / cash-
Price / free cash flow8.83
Value / cash profit-
Value / sales-
Quick Ratio-
Current Ratio39.81
Debt / equity0.00
Long-term debt / equity0.00
Options and shortYes / Yes

Earnings

Earnings / share0.17
Earnings next year0.13
Earnings next quarter0.03
Earnings this year-75.00%
Earnings next year85.71%
Earnings growth, 5 years-0.60%
Past earnings growth-17.84% -
Past sales growth3.21% 1.37%
Earnings vs last year-19.72%
Sales vs last year4.14%
Earnings vs last quarter-117.70%
Sales vs last quarter3.55%
EarningsNov 05 AMC
Surprise-100.00% -1.66%

Ownership

Insiders own11.79%
Insider trades1.48%
Institutions own30.19%
Institution trades2.63%
Return on assets0.51%
Return on equity3.92%
Return on capital3.95%
Gross Margin-
Operating margin3.83%
Profit Margin3.41%
20-day average-3.60%
50-day average0.10%
200-day average-23.49%

Technical

Shares out50.70M
Shares floating44.73M
Short / float10.26%
Short ratio37.35
Short interest4.59M
52-week high6.54 -43.9%
52-week low3.31 +10.9%
Volatility8.67% 5.84%
Average range0.24
Strength index45.29
Market sensitivity0.44
Relative volume0.00
Avg Volume122.83K
Volume0

Performance

Perf Week-10.92%
Perf Month8.90%
Perf Quarter-7.56%
Perf Half Y-30.23%
Perf YTD-24.02%
Perf Year-35.50%
Perf 3Y19.93%
Perf 5Y-43.63%
Perf 10Y-61.37%
Recommendation1.00
Target Price5.25
Prev Close3.67
Price3.67
Change %0.00%

Analyst ratings

latest 2 of 2
DateActionAnalystRating changeTargetImplied
Apr 10, 2008InitiatedKeyBanc Capital MktsBuy$8.50+131.6%
Jan 11, 2008InitiatedOppenheimerBuy$6.50+77.1%

Peers

Mkt cap
TickerCompanyMkt cap
SNFCASecurity National Financial Corp244.51M
GLGlobe Life Inc12.15B
CNOCNO Financial Group Inc5.25B
AAMEAtlantic American Corp23.66M
PRIPrimerica Inc8.86B
GNWGenworth Financial Inc3.08B
ABXAbacus Global Management Inc919.25M
BHFBrighthouse Financial Inc2.54B
FGF&G Annuities & Life Inc3.09B
LNCLincoln National Corp7.96B

Insider trading

8 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
HARWOOD MICHAEL PHILIPDirectorAug 31 '26Buy3.8010,00038,00011,096Sep 01 02:05 PM
Hoxworth Seth AlanChief ActuaryAug 11 '26Buy3.835,37620,59011,194Aug 13 11:58 AM
Stenberg JonPresident & CEOAug 11 '26Buy3.6512,00043,795389,574Aug 12 02:42 PM
Stenberg JonPresident & CEOAug 10 '26Buy3.9950,000199,630377,574Aug 11 03:49 PM
Stenberg JonPresident & CEOMay 21 '26Buy4.8210,00048,192327,574May 26 10:28 AM
DAVIS CYNTHIA HDirectorMar 25 '26Buy4.53100453100Apr 20 04:31 PM
Stenberg JonPresident & CEOMar 30 '26Buy4.7050,000235,000307,599Mar 31 01:11 PM
Stenberg JonPresident & CEOMar 17 '26Buy4.8110,00048,075208,930Mar 19 03:15 PM

Held by

AUM
TickerCompanyAUM
IWMiShares Russell 2000 Index FundAUM: 77.86B
VTIVanguard Morningstar Total Stock Market ETFAUM: 696.31B
IWNiShares Russell 2000 Value ETFAUM: 14.17B
VXFVanguard Extended Market Index ETFAUM: 30.79B
BSVOEA Bridgeway Omni Small-Cap Value ETFAUM: 2.45B
VTWOVanguard Russell 2000 Index ETFAUM: 16.90B
IWCiShares Micro-Cap ETFAUM: 1.23B
DFMCU.S. Micro Cap Portfolio ETF Class SharesAUM: 213.58M
BUSMEA Bridgeway Ultra-Small Company Market ETFAUM: 112.81M
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.64B

News

latest 14 of 200

Quarterly earnings

2026Q3 EPS 0.000 missed 0.055, from 0.070 a year earlier. Sales 63.65 missed 64.72, from 64.06 a year earlier
EPS
0.11002024Q4 EPS 0.070 against 0.10024Q42025Q1 EPS 0.020 against 0.05025Q12025Q2 EPS 0.080 against 0.04025Q22025Q3 EPS 0.070 against 0.06025Q32025Q4 EPS 0.110 against 0.08025Q42026Q1 EPS 0.030 against 0.03026Q12026Q2 EPS 0.010 against 0.07026Q22026Q3 EPS 0.000 against 0.05526Q3
Sales, USD millions
70.1902024Q4 sales 63.47 against 65.8024Q42025Q1 sales 58.50 against 58.8025Q12025Q2 sales 62.68 against 62.7125Q22025Q3 sales 64.06 against 63.4625Q32025Q4 sales 70.19 against 67.8925Q42026Q1 sales 58.74 against 58.7426Q12026Q2 sales 61.90 against 63.8526Q22026Q3 sales 63.65 against 64.7226Q3

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 2026-09-302026-11-05 16:300.0000.0550.01063.6564.72EPS -100.0% · sales -1.7%vs 2025Q3, year-ago quarter · EPS -100.0% · sales -0.6%2Open -4.85% vs SPY +0.25%. Close +0.24% vs SPY +0.31%
2026Q2ended 2026-06-302026-08-07 08:300.0100.070-0.00861.9063.85EPS -85.7% · sales -3.1%vs 2025Q2, year-ago quarter · EPS -87.5% · sales -1.2%1Open -4.81% vs SPY +0.32%. Close -16.85% vs SPY +0.61%
2026Q1ended 2026-03-312026-05-13 12:000.0300.0300.04458.7458.74EPS 0.0% · sales 0.0%vs 2025Q1, year-ago quarter · EPS +50.0% · sales +0.4%1Open -1.56% vs SPY +0.04%. Close 0.00% vs SPY +0.56%
2025Q4ended 2025-12-312026-03-12 16:300.1100.0800.14370.1967.89EPS +37.5% · sales +3.4%vs 2024Q4, year-ago quarter · EPS +57.1% · sales +10.6%1Open +7.14% vs SPY +0.48%. Close -6.53% vs SPY -0.57%
2025Q3ended 2025-09-302025-11-06 16:300.0700.0600.04764.0663.46EPS +16.7% · sales +0.9%vs 2024Q3, year-ago quarter · EPS +40.0% · sales +3.8%1Open -1.04% vs SPY -0.36%. Close +5.74% vs SPY +0.10%
2025Q2ended 2025-06-302025-08-07 16:300.0800.0400.12762.6862.71EPS +100.0% · sales 0.0%vs 2024Q2, year-ago quarter · EPS 0.0% · sales +1.0%2Open +0.93% vs SPY +0.29%. Close +6.76% vs SPY +0.78%
2025Q1ended 2025-03-312025-05-08 16:300.0200.050-0.03358.5058.80EPS -60.0% · sales -0.5%vs 2024Q1, year-ago quarter · EPS -77.8% · sales +1.4%2Open -2.74% vs SPY +0.25%. Close -5.74% vs SPY -0.13%
2024Q4ended 2024-12-312025-03-14 08:300.0700.1000.07363.4765.80EPS -30.0% · sales -3.5%vs 2023Q4, year-ago quarter · EPS -66.7% · sales -5.0%1Open -1.56% vs SPY +0.85%. Close +4.01% vs SPY +2.07%
2024Q3ended 2024-09-302024-11-07 16:300.0500.0650.05561.7362.12EPS -23.1% · sales -0.6%vs 2023Q3, year-ago quarter · EPS - · sales +3.9%2Open -0.40% vs SPY +0.09%. Close -5.38% vs SPY +0.43%
2024Q2ended 2024-06-302024-08-06 08:300.0800.0600.07862.0859.24EPS +33.3% · sales +4.8%vs 2023Q2, year-ago quarter · EPS - · sales +6.1%2Open -1.26% vs SPY +0.36%. Close +3.35% vs SPY +0.92%
2024Q1ended 2024-03-312024-05-08 08:300.0900.0650.09057.7155.95EPS +38.5% · sales +3.2%vs 2023Q1, year-ago quarter · EPS - · sales +3.2%2Open +3.77% vs SPY -0.36%. Close +11.79% vs SPY +0.01%
2023Q4ended 2023-12-312024-03-14 16:300.210-0.21766.85-EPS - · sales -vs 2022Q4, year-ago quarter · EPS - · sales --Open -0.87% vs SPY -0.92%. Close -5.63% vs SPY -0.99%
2023Q3ended 2023-09-302023-11-06 16:30--0.05359.39-EPS - · sales -vs 2022Q3, year-ago quarter · EPS - · sales +5.7%--
2022Q4ended 2022-12-312023-08-24 12:00--0.068--EPS - · sales -vs 2021Q4, year-ago quarter · EPS - · sales ---
2023Q2ended 2023-06-302023-08-04 12:00--0.12158.53-EPS - · sales -vs 2022Q2, year-ago quarter · EPS - · sales +8.9%--
2023Q1ended 2023-03-312023-05-08 16:30--0.09655.91-EPS - · sales -vs 2022Q1, year-ago quarter · EPS - · sales +1.0%--

Annual earnings

2025FY EPS 0.280 beat 0.220, from 0.290 a year earlier. Sales 255.48 beat 253.17, from 245 a year earlier
EPS
0.48002010FY EPS 0.320 against 0.16320102011FY EPS 0.170 against 0.16020112012FY EPS 0.077 against 0.10020122013FY EPS 0.11120132023FY EPS 0.48020232024FY EPS 0.290 against 0.32020242025FY EPS 0.280 against 0.2202025
Sales, USD millions
255.4802010FY sales 152.05 against 18420102011FY sales 161.420112012FY sales 169.8720122013FY sales 176.1620132023FY sales 240.6820232024FY sales 245 against 247.320242025FY sales 255.48 against 253.172025

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
2030FYestimate-0.390--276.189.41
2029FYestimate-0.370--272.879.92
2028FYestimate-0.275--274.613.35
2027FYestimate-0.130--263.4128.23
2026FYestimate-0.070--254.5352.43
2025FY0.2800.2200.280255.48253.1717.25
2024FY0.2900.3200.294245247.313.83
2023FY0.480-0.482240.68-5.60
2013FY0.111-0.100176.16-33.21
2012FY0.0770.1000.090169.87-47.79
2011FY0.1700.1600.170161.4-21.59
2010FY0.3200.1630.320152.0518411.47

Quarterly results

2026Q3 revenue 65.04, from 62.81 a year earlier
Revenue, USD millions
72.0702024Q4 revenue 63.4724Q42025Q1 revenue 55.6525Q12025Q2 revenue 65.0925Q22025Q3 revenue 62.8125Q32025Q4 revenue 72.0725Q42026Q1 revenue 59.7226Q12026Q2 revenue 60.4126Q22026Q3 revenue 65.0426Q3

From the quarterly statement. Not an estimate.

Estimate revisions

Latest snapshot of each period and type. 2026FY E 0.07 per share.
PeriodTypeScaleDateMeanvs prior date
2026FYEper share2026-11-100.07-54.8%
2026Q4Eper share2026-11-100.03-62.5%
2026Q4Sper share2026-11-1069.80-2.1%
2026FYS-2026-11-10254.53-0.6%
2026FYRper share2026-11-060.15-16.7%
2026Q4Rper share2026-11-060.08-15.8%
2026Q3Eper share2026-10-210.060.0%
2026Q3Rper share2026-10-210.060.0%
2026Q3Sper share2026-10-2164.720.0%
2026Q2Eper share2026-05-130.070.0%
2026Q2Rper share2026-05-130.070.0%
2026Q2Sper share2026-05-1363.850.0%
2026Q1Eper share2026-05-070.03-40.0%
2026Q1Rper share2026-05-070.04-20.0%
2026Q1Sper share2026-05-0758.74-4.0%
2025FYS-2026-02-27253.17+0.7%
2025FYEper share2026-01-210.220.0%
2025Q4Eper share2026-01-210.080.0%
2025Q4Sper share2026-01-2167.890.0%
2025Q3Eper share2025-11-070.07+16.7%
2025Q3Rper share2025-11-070.04-33.3%
2025Q4Rper share2025-11-070.080.0%
2025Q3Sper share2025-11-0762.81-1.0%
2025Q2Eper share2025-08-080.06+50.0%
2025Q2Rper share2025-08-080.13+225.0%
2025Q2Sper share2025-08-0863.86+1.8%
2025FYRper share2025-07-270.220.0%
2025Q1Eper share2025-03-180.050.0%
2025Q1Sper share2025-03-1858.80-0.2%
2025Q1Rper share2025-03-140.05-28.6%
2024FYEper share2025-02-150.320.0%
2024Q4Eper share2025-02-150.10+5.3%
2024Q4Sper share2025-02-1565.80+0.9%
2024FYS-2025-02-15247.3+0.2%
2024FYRper share2025-01-210.320.0%
2024Q4Rper share2025-01-210.090.0%
2024Q3Eper share2024-10-280.080.0%
2024Q3Sper share2024-10-2862.510.0%
2024Q2Eper share2024-08-060.060.0%
2024Q3Rper share2024-08-060.080.0%
2024Q2Sper share2024-08-0659.240.0%
2024Q2Rper share2024-07-220.060.0%
2024Q1Eper share2024-04-300.07-7.1%
2024Q1Rper share2024-04-300.06-
2024Q1Sper share2024-04-3055.95-0.1%

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share-0.769-0.223-0.028-0.2220.7290.5110.4820.2940.2840.1697-
Sales USD millions252244245239250233241245256257-
Shares million shares505050505050505050-51
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share0.0550.073-0.0330.1270.0470.1430.044-0.008-0.008
Sales USD millions626356656372606065
Shares million shares505050505050505151

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 Revenue257.24255.62+4.3%245.00+1.8%240.68+3.5%232.52-6.8%249.55+4.5%238.85-2.5%245.08+0.4%244.09
Losses, Claims & Reserves164.42158.29+4.2%151.91+8.2%140.37+5.0%133.64-17.7%162.36+3.6%156.66+1.3%154.58+6.3%145.41
Selling, General and Administrative Incl. Other82.9779.86+2.2%78.11+5.4%74.14+3.7%71.51-13.1%82.25-2.7%84.52-6.3%90.22-6.6%96.59
Operating Income before Interest Expense9.8517.47+16.6%14.98-42.8%26.17-4.4%27.38+454.3%4.94-2.33-932.1%0.28-86.5%2.08
Interest Expense0.000.000.000.000.00-0.000.000.00
Unusual Expense---0.000.00-100.0%12.62+26.2%10.00--
Net Income Before Taxes9.8517.47+16.6%14.98-42.8%26.17-4.4%27.38-6.69-12.32-314.3%5.75+187.5%2.00
Income Taxes1.092.88+4014.3%0.07-96.0%1.74+27.0%1.37-43.48-1.33-118.7%7.12-45.5%13.06
Consolidated Net Income8.7614.59-2.1%14.91-39.0%24.44-6.0%26.01-29.3%36.79-10.99-1.37-11.06
Net Income From Continuing Operations8.7614.59-2.1%14.91-39.0%24.44-6.0%26.01-29.3%36.79-10.99-1.37-11.06
Net Income8.7614.59-2.1%14.91-39.0%24.44-6.0%26.01-29.3%36.79-10.99-1.37-11.06
EPS (Recurring) per share0.170.28-3.4%0.29-39.6%0.48-5.9%0.51-43.3%0.90-0.08-0.03-0.22
EPS (Basic, Before Extraordinaries) per share0.170.29-3.3%0.30-38.8%0.49-5.8%0.52-29.7%0.74-0.22-0.03-0.22
EPS (Diluted) per share0.170.28-3.4%0.29-39.6%0.48-5.9%0.51-30.1%0.73-0.22-0.03-0.22
Non-Operating Income (Expense)0.000.000.000.000.00-100.0%0.99+9800.0%0.01-99.8%5.46-0.08
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense-2.21--0.34-22.7%0.44-72.7%1.61+5.2%1.53+378.1%0.32
Price To Earnings Ratio ratio statement ratio, not the snapshot21.6321.639.127.943.787.23---
Price To Sales Ratio ratio0.690.970.830.570.471.071.191.371.53
Operating Margin %3.836.836.1110.8811.771.98-0.970.110.85
Net Margin %3.415.716.0910.1511.1814.74-4.60-0.56-4.53
Shares Outstanding million shares50.7050.30+0.8%49.91+0.7%49.55-0.5%49.82-0.4%50.03+0.0%50.02+0.6%49.73+0.3%49.58
Market Capitalization186.09186.09-7.0%200.13+50.1%133.30+25.2%106.51-59.7%264.38-13.2%304.58-14.6%356.84-4.3%372.85
Operating Income after Interest Expense-17.47+16.6%14.98-42.8%26.17-4.4%27.38--2.33-932.1%0.28-86.5%2.08
Reserves Increase (Decrease)-0.000.000.000.000.000.000.000.00

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 Revenue65.04+3.6%60.41-7.2%59.72+7.3%72.07+13.5%62.81+1.7%65.09+4.8%55.65-3.6%63.47-5.1%
Losses, Claims & Reserves43.49+13.2%40.05+4.5%36.93-1.7%43.95+6.3%38.43-2.5%38.33+6.4%37.58+7.0%41.33+6.7%
Selling, General and Administrative Incl. Other21.40+7.6%20.89+5.3%20.42+2.8%20.26+9.9%19.89+3.2%19.84-12.8%19.86+12.4%18.43-4.7%
Operating Income before Interest Expense0.14-96.9%-0.53-107.7%2.377.86+111.3%4.48+47.4%6.91+109.4%-1.79-136.4%3.72-57.6%
Interest Expense0.000.000.000.000.000.000.000.00
Operating Income after Interest Expense0.14-96.9%-0.53-107.7%2.377.86+111.3%4.48+47.4%6.91+109.4%-1.79-136.4%3.72-57.6%
Net Income Before Taxes0.14-96.9%-0.53-107.7%2.377.86+111.3%4.48+47.4%6.91+109.4%-1.79-136.4%3.72-57.6%
Income Taxes0.56-72.8%-0.10-121.7%0.110.53+430.0%2.06+724.0%0.46-0.16-142.1%0.10
Consolidated Net Income-0.42-117.4%-0.42-106.5%2.277.34+102.8%2.42-13.3%6.46+63.1%-1.62-135.7%3.62-66.3%
Net Income From Continuing Operations-0.42-117.4%-0.42-106.5%2.277.34+102.8%2.42-13.3%6.46+63.1%-1.62-135.7%3.62-66.3%
Net Income-0.42-117.4%-0.42-106.5%2.277.34+102.8%2.42-13.3%6.46+63.1%-1.62-135.7%3.62-66.3%
EPS (Recurring) per share-0.01-120.0%-0.01-107.7%0.040.14+100.0%0.05-16.7%0.13+62.5%-0.03-133.3%0.07-68.2%
EPS (Basic, Before Extraordinaries) per share-0.01-120.0%-0.01-107.7%0.050.15+114.3%0.05-16.7%0.13+62.5%-0.03-133.3%0.07-68.2%
EPS (Diluted) per share-0.01-120.0%-0.01-107.7%0.040.14+100.0%0.05-16.7%0.13+62.5%-0.03-133.3%0.07-68.2%
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.340.42------
Price To Earnings Ratio ratio statement ratio, not the snapshot21.6315.9417.7422.6123.6720.1715.409.12
Price To Sales Ratio ratio0.691.141.000.971.100.720.930.82
Operating Margin %0.22-0.883.9810.917.1310.62-3.215.85
Net Margin %-0.65-0.703.8010.183.859.92-2.925.70
Shares Outstanding million shares50.70+0.8%50.64+0.8%50.33+0.8%50.30+0.8%50.29+0.8%50.24+1.0%49.91+0.7%49.91+0.7%
Market Capitalization186.09-29.5%290.18+65.8%253.01+11.4%242.93+21.4%263.79+46.1%175.02+29.6%227.08+114.1%200.13+50.1%

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
Total Cash22.98-21.5%29.27+8.4%27.00+17.5%22.97-15.8%27.29-20.0%34.13-26.1%46.20+1.6%45.49-1.2%46.06
Investments1,442.11+3.7%1,391.23-0.8%1,402.35+4.6%1,340.78-17.4%1,623.17-0.1%1,624.67+9.8%1,480.25+10.3%1,342.21+2.8%1,306.12
Premium Balance Receivables - Insurance11.30-3.6%11.72+4.1%11.26-4.8%11.83+10.0%10.75-5.0%11.31-10.7%12.66-5.0%13.32+4.3%12.77
Net Property, Plant & Equipment9.84-6.9%10.57-10.5%11.81-8.7%12.93-8.1%14.07-13.7%16.31+176.4%5.90-0.7%5.94-10.3%6.62
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.000.00
Deferred Tax Assets---15.38+68.3%9.14-8.0%9.94+23.5%8.05-22.3%10.36-87.8%85.20
Other Intangible Assets257.67+9.4%235.59+10.9%212.52+7.5%197.63+13.8%173.69+14.8%151.25-22.9%196.22-4.3%204.93-6.2%218.37
Total Assets1,743.89+3.9%1,678.38+0.8%1,664.94+5.0%1,586.14-14.6%1,858.12+0.6%1,847.60+5.6%1,749.29+7.8%1,622.25-3.2%1,675.14
Insurance Policy Liabilities - Insurance1,451.26+2.8%1,411.18-2.7%1,450.77+2.8%1,411.71-4.7%1,481.88+3.7%1,429.33+2.8%1,391.04+3.3%1,346.78+3.8%1,297.08
Total Debt7.87+1.0%7.79-14.1%9.070.00-100.0%10.83-9.5%11.97+959.3%1.130.000.00
Long Term Debt6.27-1.4%6.36-16.0%7.570.00-100.0%9.55-9.4%10.54+5755.6%0.180.000.00
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities6.00+74.4%3.44+212.7%1.10-69.9%3.65-85.2%24.60+26.2%19.50-4.8%20.48+27.4%16.07-53.3%34.40
Other Liabilities43.77-4.0%45.61+43.2%31.86-25.9%42.99+112.4%20.24-76.4%85.86+11.8%76.81+7.2%71.67-40.3%120.15
Total Liabilities1,508.90+2.8%1,468.03-1.7%1,492.81+2.4%1,458.35-5.2%1,537.55-0.6%1,546.66+3.8%1,489.45+3.8%1,434.52-1.2%1,451.63
Non-Equity Reserves0.000.000.000.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity234.99+11.7%210.35+22.2%172.13+34.7%127.79-60.1%320.57+6.5%300.94+15.8%259.84+38.4%187.73-16.0%223.51
Total Shareholders Equity234.99+11.7%210.35+22.2%172.13+34.7%127.79-60.1%320.57+6.5%300.94+15.8%259.84+38.4%187.73-16.0%223.51
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity234.99+11.7%210.35+22.2%172.13+34.7%127.79-60.1%320.57+6.5%300.94+15.8%259.84+38.4%187.73-16.0%223.51
Total Liabilities & Stockholders Equity1,743.89+3.9%1,678.38+0.8%1,664.94+5.0%1,586.14-14.6%1,858.12+0.6%1,847.60+5.6%1,749.29+7.8%1,622.25-3.2%1,675.14
Book Value Per Share per share4.67+10.9%4.21+21.3%3.47+35.5%2.56-60.1%6.41+6.5%6.02+15.3%5.22+37.7%3.79-16.0%4.51
Tangible Book Value Per Share per share4.67+10.9%4.21+21.3%3.47+35.5%2.56-59.9%6.39+11.1%5.75+16.2%4.95+54.2%3.21-17.3%3.88
Full-Time Employees people246-1.6%250+7.8%232+3.6%224+4.2%215-12.2%245-44.8%444-31.7%6500.0%650
Price to Book Ratio ratio0.840.960.87-7.490.830.951.291.991.38
Return on Assets %0.850.891.511.511.99-0.61-0.08-0.67-2.30
Return on Equity %6.557.8028.2211.6011.84-3.92-0.61-5.38-16.13
Return on Invested Capital %6.056.8813.6020.3511.14-3.53-0.53-5.89-17.06
Current Ratio ratio22.1210.018.987.387.591.263.833.191.41

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 Operations14.0924.32+3.1%23.59-24.3%31.18-29.3%44.08-7.0%47.41+7425.4%0.63-95.2%13.13-82.0%72.78
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital7.99-6.33-176.0%8.33-9.13-171.1%12.84-6.95-114.4%48.20-18.4%59.09+399.1%11.84
Cash from Operating Activities22.0817.99-43.6%31.92+44.7%22.06-61.2%56.92+40.7%40.45-17.2%48.83-32.4%72.22-14.7%84.62
Capital Expenditures-1.00-0.45-0.66-0.44-0.10-1.01-0.22-0.51-0.72
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.00-100.0%0.010.0%0.01-50.0%0.02-77.8%0.09
Purchase or Sale of Investments-26.95-19.23-26.51-14.05-60.64-40.08-61.60-68.85-84.50
Purchase of Investments-159.87-187.57-100.62-90.12-147.21-136.05-307.52-333.45-209.95
Sale Or Maturity of Investments132.93168.35+127.2%74.11-2.6%76.07-12.1%86.57-9.8%95.97-61.0%245.91-7.1%264.60+110.9%125.45
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-27.94-19.67-27.17-14.50-60.74-41.08-61.81-69.34-85.13
Cash Dividends Paid0.000.000.000.000.000.000.000.000.00
Change in Capital Stock0.000.000.00-0.92-0.46-6.830.000.000.00
Repurchase of Common Pref Stock0.000.000.00-0.92-2.71-9.090.000.000.00
Sale of Common Pref Stock0.000.000.000.00-100.0%2.24-0.4%2.250.000.000.00
Proceedsfrom Stock Options0.000.000.000.00-100.0%2.24-0.4%2.250.000.000.00
Issuance or Reduction of Debt, Net0.000.000.000.000.000.000.000.000.00
Change in Long Term Debt0.000.000.000.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.000.000.000.00
Net Financing Active Other Cash Flow0.33-4.61-2.47-2.62-0.04-106.5%0.62-31.1%0.90-2.17-0.06
Other Financing Activities Uses-3.64-7.03-9.97-9.75-8.66-8.22-6.63-8.88-7.32
Cash from Financing Activities0.33-4.61-2.47-3.54-0.50-6.21-790.0%0.90-2.17-0.06
Net Change in Cash-5.54-6.29-377.1%2.27-43.5%4.02-4.32-6.84-12.07-1800.0%0.71-0.57
Free Cash Flow21.0817.54-43.9%31.25+44.6%21.61-62.0%56.82+44.0%39.45-18.8%48.61-32.2%71.71-14.5%83.90
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow ratio8.4514.176.516.311.916.805.824.684.44

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
Total Cash17.59-23.9%16.96-25.2%18.52+0.9%22.98-21.5%23.12-28.6%22.67-13.9%18.36-21.0%29.27+8.4%
Investments1,364.80-4.3%1,432.70+1.3%1,426.37+0.6%1,442.11+3.7%1,425.87-1.3%1,413.82+2.1%1,417.20+1.2%1,391.23-0.8%
Net Property, Plant & Equipment9.14-4.6%9.17-6.9%9.67-4.8%9.84-6.9%9.58-12.7%9.85-11.0%10.16-11.0%10.57-10.5%
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.00
Other Intangible Assets275.15+4.4%268.09+9.0%262.68+9.9%257.67+9.4%263.46+14.6%246.04+9.6%239.09+10.1%235.59+10.9%
Total Assets1,677.01-3.2%1,736.88+2.0%1,726.59+1.9%1,743.89+3.9%1,731.98+0.2%1,703.11+2.8%1,694.27+2.0%1,678.38+0.8%
Insurance Policy Liabilities - Insurance1,404.93-3.1%1,452.03+2.4%1,435.59+0.6%1,451.26+2.8%1,449.16-1.6%1,417.75-0.2%1,426.61+0.3%1,411.18-2.7%
Total Debt0.000.000.007.87+1.0%0.000.000.007.79-14.1%
Long Term Debt0.000.000.006.27-1.4%0.000.000.006.36-16.0%
Provision for Risks Charges0.000.000.000.000.000.000.000.00
Deferred Tax Liabilities5.83+11.7%5.04+0.8%6.22+55.1%6.00+74.4%5.22+120.3%5.00+106.6%4.01+11.4%3.44+212.7%
Other Liabilities44.75-13.9%44.66-13.0%46.11+1.3%43.77-4.0%51.99+12.1%51.34+21.6%45.52+13.5%45.61+43.2%
Total Liabilities1,455.51-3.4%1,501.72+1.9%1,487.92+0.8%1,508.90+2.8%1,506.38-1.0%1,474.09+0.6%1,476.13+0.7%1,468.03-1.7%
Non-Equity Reserves0.000.000.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity221.50-1.8%235.16+2.7%238.67+9.4%234.99+11.7%225.60+8.7%229.03+19.6%218.14+11.8%210.35+22.2%
Total Shareholders Equity221.50-1.8%235.16+2.7%238.67+9.4%234.99+11.7%225.60+8.7%229.03+19.6%218.14+11.8%210.35+22.2%
Accumulated Minority Interest0.000.000.000.000.000.000.000.00
Total Equity221.50-1.8%235.16+2.7%238.67+9.4%234.99+11.7%225.60+8.7%229.03+19.6%218.14+11.8%210.35+22.2%
Total Liabilities & Stockholders Equity1,677.01-3.2%1,736.88+2.0%1,726.59+1.9%1,743.89+3.9%1,731.98+0.2%1,703.11+2.8%1,694.27+2.0%1,678.38+0.8%
Book Value Per Share per share4.37-2.7%4.64+1.8%4.74+8.5%4.67+10.9%4.49+7.9%4.56+18.4%4.37+10.9%4.21+21.3%
Tangible Book Value Per Share per share4.37-2.7%4.64+1.8%4.74+8.5%4.67+10.9%4.49+7.9%4.56+18.4%4.37+10.9%4.21+21.3%
Full-Time Employees people---246-1.6%---250+7.8%
Price to Book Ratio ratio0.841.211.081.081.150.801.080.96
Return on Assets %0.510.671.080.850.630.670.520.89
Return on Equity %3.925.008.096.555.025.354.237.80
Return on Invested Capital %-0.19-0.180.953.041.072.82-0.741.67
Current Ratio ratio39.81-606.6122.1229.7524.1312.4310.01

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 Operations0.36-94.5%2.64-60.8%3.01+3.4%8.09-14.6%6.59+88.3%6.73+24.2%2.91-44.0%9.47-17.1%
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital10.90-0.59-3.331.01-25.2%-1.92-130.9%-3.26-2.17-236.5%1.35
Cash from Operating Activities11.26+141.1%2.05-40.9%-0.32-142.7%9.10-16.0%4.67-52.0%3.47-24.4%0.75-89.0%10.83+63.8%
Capital Expenditures-0.53-0.04-0.33-0.10-0.06-0.18-0.11-0.10
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-12.47-2.97-159.8%-3.10-8.40-4.474.97-11.33-13.74-433.5%
Purchase of Investments-27.29-22.85-32.07-77.67-70.66-18.96-20.28-40.15
Sale Or Maturity of Investments14.81-77.6%19.88-17.0%28.97+223.3%69.26+162.1%66.19+379.3%23.94+27.1%8.96-40.4%26.42-14.5%
Other Uses0.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.00
Cash from Investing Activities-13.00-3.00-162.5%-3.43-8.51-4.534.80-11.43-13.84-447.7%
Cash Dividends Paid0.000.000.000.000.000.000.000.00
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, Net0.000.000.000.000.000.000.000.00
Change in Long Term Debt0.000.000.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.000.000.00
Net Financing Active Other Cash Flow2.37+664.5%-0.60-0.70-0.730.31-3.95-0.23-0.10
Other Financing Activities Uses-5.120.76-3.063.79-2.20-6.17-2.44-2.42
Cash from Financing Activities2.37+664.5%-0.60-0.70-0.730.31-3.95-0.23-0.10
Net Change in Cash0.63+40.0%-1.56-136.1%-4.46-0.150.45-92.5%4.32+39.4%-10.92-3.11-130.5%
Free Cash Flow10.72+132.5%2.01-38.9%-0.65-201.6%8.99-16.1%4.61-50.6%3.29-26.2%0.64-90.5%10.72+65.9%
Price to Free Cash Flow ratio8.4519.3815.9714.1914.057.419.026.40

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.

Region
Name20242025vs 20242025 share
United States245.00255.62+4.3%100.0%
Total245.00255.62+4.3%100.0%
Segment
Name20242025vs 20242025 share
Consolidation, Policy0.950.91-4.6%0.4%
Domestic Insurance73.4779.05+7.6%30.9%
International Insurance170.58175.66+3.0%68.7%
Total245.00255.62+4.3%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3010.26%4.6M44.7M131.29K
2026-10-159.96%4.4M44.7M129.60K
2026-09-309.90%4.4M44.7M129.29K
2026-09-1510.20%4.6M44.7M139.53K
2026-08-319.73%4.3M44.7M133.93K
2026-08-149.79%4.4M44.7M130.29K
2026-07-319.22%4.1M44.8M111.51K
2026-07-158.56%3.8M44.7M106.09K
2026-06-308.39%3.7M44.7M107.15K
2026-06-158.30%3.7M44.7M99.82K
2026-05-298.28%3.7M44.7M116.33K
2026-05-158.07%3.6M44.7M114.02K
2026-04-308.33%3.7M44.7M116.75K
2026-04-158.50%3.8M44.5M117.50K
2026-03-318.72%3.9M44.7M112.63K
2026-03-138.03%3.6M44.7M107.16K
2026-02-278.43%3.8M44.7M89.92K
2026-02-138.87%4.0M44.7M94.74K
2026-01-309.31%4.2M44.7M97.17K
2026-01-159.08%4.1M44.7M104.08K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call1.502.002.900.0012.7070.000.000.959-0.0130.000
call2.001.452.450.009.8410.000.000.942-0.0130.001
call2.501.051.951.287.4961250.000.917-0.0120.001
call3.000.551.400.005.3960.000.000.745-0.0620.002
call3.500.200.700.002.9030.000.000.644-0.0480.002
call4.000.100.800.481.51513.000.000.400-0.0210.002
call4.500.000.750.252.1381.000.000.315-0.0260.002
call5.000.000.100.102.0435200.000.189-0.0190.001
call5.500.000.700.002.4070.000.000.168-0.0210.001
call7.500.000.700.053.5061.000.000.130-0.0260.001
call10.000.000.700.554.4152.000.000.111-0.0290.001
put1.500.000.750.004.3110.000.00-0.041-0.0130.000
put2.000.000.750.003.0990.000.00-0.058-0.0120.001
put2.500.000.050.022.1411,7360.00-0.083-0.0110.001
put3.000.000.750.005.5850.000.00-0.255-0.0610.002
put3.500.000.850.304.0404.000.00-0.359-0.0480.002
put4.000.400.750.002.5940.000.00-0.596-0.0210.002
put4.500.201.100.392.56214.000.00-0.685-0.0260.002
put5.001.301.400.801.85710,3740.00-0.811-0.0180.001
put5.501.101.951.952.5951.000.00-0.832-0.0200.001
put7.503.104.003.904.1611.000.00-0.870-0.0250.001
put10.005.606.900.007.4420.000.00-0.889-0.0280.001

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-10SC TO-CWritten communication relating to an issuer or third party tender offerSEC
2026-11-0510-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-058-KCurrent report2026-11-05SEC
2026-10-098-KCurrent report2026-10-05SEC
2026-09-014Statement of changes in beneficial ownership of securities2026-07-02SEC
2026-08-184Statement of changes in beneficial ownership of securities2026-04-07SEC
2026-08-184Statement of changes in beneficial ownership of securities2026-08-15SEC
2026-08-134Statement of changes in beneficial ownership of securities2026-04-07SEC
2026-08-124Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-114Statement of changes in beneficial ownership of securities2026-08-10SEC
2026-08-0610-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-068-KCurrent report2026-08-06SEC
2026-07-27SCHEDULE 13G/ASEC
2026-07-164Statement of changes in beneficial ownership of securities2026-07-14SEC
2026-06-224Statement of changes in beneficial ownership of securities2026-06-17SEC
2026-06-223Initial statement of beneficial ownership of securities2026-06-16SEC
2026-06-224Statement of changes in beneficial ownership of securities2026-04-07SEC
2026-06-224Statement of changes in beneficial ownership of securities2026-01-30SEC
2026-06-224Statement of changes in beneficial ownership of securities2026-05-05SEC
2026-06-224Statement of changes in beneficial ownership of securities2026-06-17SEC
2026-06-224Statement of changes in beneficial ownership of securities2026-06-17SEC
2026-06-188-KCurrent report2026-06-16SEC
2026-06-17S-8Initial registration statement for securities to be offered to employees pursuant to employee benefit plansSEC
2026-06-044Statement of changes in beneficial ownership of securities2026-01-30SEC
2026-05-264Statement of changes in beneficial ownership of securities2026-05-21SEC
2026-05-0710-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-05-078-KCurrent report2026-05-07SEC
2026-04-30ARSAnnual report to security holders. 2025-12-31SEC
2026-04-30DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-04-30DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-06-16SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-08302.02K400
2026-070000
2026-060000
2026-0548.19K100
2026-040000
2026-03283.53K300
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.7.08%
CONTINENTAL GENERAL INSURANCE CO5.24%
VANGUARD CAPITAL MANAGEMENT LLC3.93%
GEODE CAPITAL MANAGEMENT, LLC2.19%
UBS Group AG2.06%
STATE STREET CORP1.31%
First Eagle Investment Management, LLC1.23%
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.01%
NORTHERN TRUST CORP0.75%
VANGUARD PORTFOLIO MANAGEMENT LLC0.61%

Funds

Fund% owned
Avantis International Small Cap Value ETF21.90%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.81%
iShares Russell 2000 ETF2.49%
First Eagle Small Cap Opportunity Fund1.02%
VANGUARD EXTENDED MARKET INDEX FUND1.00%
Fidelity Small Cap Index Fund0.99%
iShares Russell 2000 Value ETF0.93%
Avantis International Small Cap Value Fund0.62%
VANGUARD RUSSELL 2000 INDEX FUND0.52%
EA Bridgeway Omni Small-Cap Value ETF0.51%

OakChart. CIA. Cached 15 minutes. Terms