OakChart

Essex Property Trust Inc

ESSReal Estate·REIT - Residential·USA·Large·NYSE·Nov 13 • 6:34 AM ET

273.16+1.36 (0.50%)
2026-11-13 12:58 CET
Market cap
$18.17B
Revenue, TTM
1,946.12 USD m
Net income, TTM
347.29 USD m
Free cash flow, TTM
1,101.41 USD m
EPS diluted, TTM
5.39
Price / earnings
50.64
Compare

Price

ESS against its 20, 50 and 200-day averages
Terms2050200BeatMiss
Patternshover a marker to name it
RS 3Sales 494Price494494260.00280.00300.00638K1.3MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26ESSclose 273.1620-day 271.5250-day 271.79200-day 270.68273.1652w high 303.3552-week range, not 6 months

9.9% under the 52-week high of 303.35 on 7 Jul 2026. 52-week low 238.46 on 27 Mar 2026. Last 15 sessions, 8.6% high to low

Volume 0.02× normal · the line is the 50-bar volume average

Setup. RS line 3
CANSLIM 3 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Performance: Year +50%
VCP 5 of 6 — fails: Average True Range: Under 2
Minervini 3 of 4 — fails: 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 0 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 0 of 5 — fails: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); P/E: Under 25; Current Ratio: Over 1
Value 0 of 4 — fails: P/E: Under 15; P/B: Under 2; Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 2 of 4 — fails: Payout Ratio: Low (<20%); P/E: Under 25
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

ESS
52-week range, 53% of the way up
238.46303.35

Essex Property Trust, Inc. operates as a real estate investment trust. It engages in the ownership, operation, management, acquisition, development, and re-development of predominantly apartment communities. The company was founded by George M. Marcus in 1971 and is headquartered in San Mateo, CA.

IndexS&P 500, RUI
Employees1689
IPOJun 07, 1994
Beta0.70
ATR, 14d5.59
Rel volume0.02
Short float3.56%
Insider own0.81%
Inst own105.39%

Snapshot

6 groups

Valuation

IndexS&P 500, RUI
Market Cap$18.17B
Enterprise Value24.92B
Income347.29M
Sales1.95B
Book / share82.36
Cash / share1.21
Dividend Est.10.37 (3.80%)
Dividend TTM10.34 (3.79%)
Dividend Ex-DateSep 30, 2026
Dividend Gr. 3/5Y5.32% 4.35%
Payout98.86%
Employees1689
IPOJun 07, 1994

Ratios

Price / earnings50.64
Forward price / earnings43.03
Price / earnings / growth-
Price / sales9.34
Price / book3.32
Price / cash226.29
Price / free cash flow16.50
Value / cash profit20.92
Value / sales12.80
Quick Ratio0.27
Current Ratio0.27
Debt / equity1.25
Long-term debt / equity1.24
Options and shortYes / Yes

Earnings

Earnings / share5.39
Earnings next year6.35
Earnings next quarter1.50
Earnings this year-46.50%
Earnings next year14.08%
Earnings growth, 5 years-13.50%
Past earnings growth18.35% 3.69%
Past sales growth5.51% 4.76%
Earnings vs last year-58.99%
Sales vs last year4.51%
Earnings vs last quarter-40.33%
Sales vs last quarter4.10%
EarningsOct 27 AMC
Surprise3.06% 0.10%

Ownership

Insiders own0.81%
Insider trades-0.11%
Institutions own105.39%
Institution trades1.63%
Return on assets2.67%
Return on equity6.35%
Return on capital2.92%
Gross Margin37.04%
Operating margin29.62%
Profit Margin17.85%
20-day average0.61%
50-day average0.50%
200-day average0.92%

Technical

Shares out64.34M
Shares floating63.82M
Short / float3.56%
Short ratio4.21
Short interest2.27M
52-week high303.35 -9.9%
52-week low238.46 +14.6%
Volatility1.86% 2.14%
Average range5.59
Strength index52.04
Market sensitivity0.70
Relative volume0.02
Avg Volume539.81K
Volume524

Performance

Perf Week0.36%
Perf Month1.30%
Perf Quarter-3.50%
Perf Half Y2.29%
Perf YTD4.39%
Perf Year7.71%
Perf 3Y32.82%
Perf 5Y-21.15%
Perf 10Y26.86%
Recommendation2.46
Target Price294.06
Prev Close271.80
Price273.16
Change %0.50%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Sep 08, 2026DowngradeMizuhoOutperform → Neutral$295+8.0%
Jul 31, 2026UpgradeCitizensMkt Perform → Mkt Outperform$330+20.8%
Jun 26, 2026ResumedBernsteinOutperform$320+17.1%
Jun 01, 2026UpgradeEvercore ISIIn-line → Outperform$295+8.0%
May 04, 2026UpgradePiper SandlerNeutral → Overweight$310+13.5%
Feb 27, 2026DowngradeRaymond JamesOutperform → Mkt Perform
Jan 09, 2026DowngradeBMO Capital MarketsOutperform → Market Perform$280+2.5%
Dec 16, 2025DowngradeJefferiesBuy → Hold$282+3.2%
Oct 01, 2025InitiatedCantor FitzgeraldOverweight$300+9.8%
Sep 29, 2025DowngradeBNP Paribas ExaneOutperform → Neutral

Peers

Mkt cap
TickerCompanyMkt cap
UDRUDR Inc11.45B
VMRKVivmark Residential49.47B
CPTCamden Property Trust13.26B
MAAMid-America Apartment Communities Inc13.91B
AMHAmerican Homes 4 Rent11.54B
INVHInvitation Homes Inc15.35B
IRTIndependence Realty Trust Inc3.59B
ELSEquity Lifestyle Properties Inc12.38B
SUISun Communities Inc14.01B
NXRTNexPoint Residential Trust Inc394.02M

Insider trading

2 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Kasaris MaryDirectorMay 27 '26Sale279.45600167,6702,394May 29 04:09 PM
Kasaris MaryDirectorMay 27 '26Proposed Sale279.45600167,670May 27 01:25 PM

Held by

AUM
TickerCompanyAUM
VNQVanguard Real Estate Index Fund ETFAUM: 39.24B
VTIVanguard Morningstar Total Stock Market ETFAUM: 696.31B
VOOVanguard S&P 500 ETFAUM: 1070.75B
VBVanguard Morningstar Small-Cap ETFAUM: 80.23B
VBRVanguard Morningstar Small-Cap Value ETFAUM: 37.88B
IVViShares Core S&P 500 ETFAUM: 882.14B
SPYSPDR S&P 500 ETF TrustAUM: 805.69B
RSPInvesco S&P 500 Equal Weight ETFAUM: 105.70B
NOBLProShares S&P 500 Dividend Aristocrats ETFAUM: 12.31B
XLREState Street Real Estate Select Sector SPDR ETFAUM: 8.43B

News

latest 14 of 200

Quarterly earnings

2026Q3 EPS 1.520 beat 1.475, from 2.560 a year earlier. Sales 491.51 beat 491.01, from 473.93 a year earlier
EPS
4.00002024Q4 EPS 4.000 against 1.36224Q42025Q1 EPS 3.160 against 1.42025Q12025Q2 EPS 3.440 against 1.47825Q22025Q3 EPS 2.560 against 1.56025Q32025Q4 EPS 1.250 against 1.45425Q42026Q1 EPS 1.650 against 1.42226Q12026Q2 EPS 0.970 against 1.46126Q22026Q3 EPS 1.520 against 1.47526Q3
Sales, USD millions
491.5102024Q4 sales 452.79 against 449.0624Q42025Q1 sales 462.19 against 456.6925Q12025Q2 sales 469.53 against 466.3325Q22025Q3 sales 473.93 against 472.1125Q32025Q4 sales 478.1 against 473.9825Q42026Q1 sales 484.24 against 479.8926Q12026Q2 sales 486.08 against 485.1226Q22026Q3 sales 491.51 against 491.0126Q3

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 16:301.5201.4751.520491.51491.01EPS +3.1% · sales +0.1%vs 2025Q3, year-ago quarter · EPS -40.6% · sales +3.7%9 EPS · 17 salesOpen -4.17% vs SPY +0.23%. Close -4.89% vs SPY +0.34%
2026Q2ended 2026-06-302026-07-29 16:300.9701.4610.972486.08485.12EPS -33.6% · sales +0.2%vs 2025Q2, year-ago quarter · EPS -71.8% · sales +3.5%10 EPS · 18 salesOpen -2.29% vs SPY +0.90%. Close -5.03% vs SPY +1.68%
2026Q1ended 2026-03-312026-04-28 16:301.6501.4221.647484.24479.89EPS +16.0% · sales +0.9%vs 2025Q1, year-ago quarter · EPS -47.8% · sales +4.8%10 EPS · 17 salesOpen +0.54% vs SPY -0.10%. Close -1.10% vs SPY -0.02%
2025Q4ended 2025-12-312026-02-04 16:301.2501.4541.251478.1473.98EPS -14.0% · sales +0.9%vs 2024Q4, year-ago quarter · EPS -68.8% · sales +5.6%9 EPS · 15 salesOpen -1.01% vs SPY -0.77%. Close -0.43% vs SPY -1.25%
2025Q3ended 2025-09-302025-10-29 16:302.5601.5602.556473.93472.11EPS +64.2% · sales +0.4%vs 2024Q3, year-ago quarter · EPS +39.1% · sales +5.9%11 EPS · 16 salesOpen +1.21% vs SPY -0.51%. Close +1.07% vs SPY -1.10%
2025Q2ended 2025-06-302025-07-29 16:303.4401.4783.437469.53466.33EPS +132.8% · sales +0.7%vs 2024Q2, year-ago quarter · EPS +137.2% · sales +6.6%8 EPS · 16 salesOpen -2.00% vs SPY +0.10%. Close -7.64% vs SPY -0.13%
2025Q1ended 2025-03-312025-04-29 16:303.1601.4203.156462.19456.69EPS +122.6% · sales +1.2%vs 2024Q1, year-ago quarter · EPS -25.6% · sales +8.8%10 EPS · 15 salesOpen +0.08% vs SPY -1.22%. Close +1.45% vs SPY +0.04%
2024Q4ended 2024-12-312025-02-04 16:304.0001.3624.003452.79449.06EPS +193.8% · sales +0.8%vs 2023Q4, year-ago quarter · EPS +292.2% · sales +8.1%10 EPS · 16 salesOpen -1.44% vs SPY -0.19%. Close +3.01% vs SPY +0.41%
2024Q3ended 2024-09-302024-10-29 16:301.8401.3501.843447.51443.45EPS +36.3% · sales +0.9%vs 2023Q3, year-ago quarter · EPS +35.3% · sales +7.7%12 EPS · 16 salesOpen -0.14% vs SPY -0.08%. Close -1.48% vs SPY -0.30%
2024Q2ended 2024-06-302024-07-30 16:301.4501.3291.447440.32430.68EPS +9.1% · sales +2.2%vs 2023Q2, year-ago quarter · EPS -6.5% · sales +6.6%9 EPS · 15 salesOpen -1.08% vs SPY +1.29%. Close -0.87% vs SPY +1.63%
2024Q1ended 2024-03-312024-04-30 16:304.2501.2944.247424.9420.21EPS +228.4% · sales +1.1%vs 2023Q1, year-ago quarter · EPS +78.6% · sales +3.2%10 EPS · 16 salesOpen +0.63% vs SPY -0.12%. Close -0.32% vs SPY -0.32%
2023Q4ended 2023-12-312024-02-06 16:301.0201.4521.019418.95418.65EPS -29.8% · sales +0.1%vs 2022Q4, year-ago quarter · EPS -64.3% · sales +1.1%10 EPS · 16 salesOpen -0.18% vs SPY +0.47%. Close -1.70% vs SPY +0.83%
2023Q3ended 2023-09-302023-10-26 16:301.3601.4151.360415.7416.84EPS -3.9% · sales -0.3%vs 2022Q3, year-ago quarter · EPS -4.9% · sales +2.1%8 EPS · 14 sales-
2023Q2ended 2023-06-302023-07-27 16:301.5501.3561.552413.03412.25EPS +14.3% · sales +0.2%vs 2022Q2, year-ago quarter · EPS +78.2% · sales +3.7%6 EPS · 12 sales-
2023Q1ended 2023-03-312023-04-27 16:302.3801.2872.382411.56410.29EPS +84.9% · sales +0.3%vs 2022Q1, year-ago quarter · EPS +112.5% · sales +8.3%8 EPS · 16 sales-
2022Q4ended 2022-12-312023-02-07 16:302.8601.3552.861414.2412.33EPS +111.1% · sales +0.5%vs 2021Q4, year-ago quarter · EPS +36.2% · sales +11.8%7 EPS · 14 sales-

Annual earnings

2025FY EPS 10.400 missed 10.515, from 11.540 a year earlier. Sales 1,883 beat 1,877, from 1,766 a year earlier
EPS
11.54002018FY EPS 5.900 against 5.19020182019FY EPS 6.660 against 6.06620192020FY EPS 8.690 against 8.17220202021FY EPS 7.510 against 6.41720212022FY EPS 6.270 against 4.70520222023FY EPS 6.320 against 6.61020232024FY EPS 11.540 against 8.81620242025FY EPS 10.400 against 10.5152025
Sales, USD millions
1,88302018FY sales 1,391 against 1,39120182019FY sales 1,450 against 1,44820192020FY sales 1,489 against 1,49320202021FY sales 1,433 against 1,42920212022FY sales 1,609 against 1,59520222023FY sales 1,658 against 1,65720232024FY sales 1,766 against 1,75820242025FY sales 1,883 against 1,8772025

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
2029FYestimate-8.280--2,21232.99
2028FYestimate-6.732--2,11540.58
2027FYestimate-6.348--2,02943.03
2026FYestimate-5.564--1,95249.09
2025FY10.40010.51510.4001,8831,87725.16
2024FY11.5408.81611.5411,7661,75824.74
2023FY6.3206.6106.3161,6581,65739.23
2022FY6.2704.7056.2721,6091,59533.80
2021FY7.5106.4177.5061,4331,42946.90
2020FY8.6908.1728.6761,4891,49327.32
2019FY6.6606.0666.6621,4501,44845.17
2018FY5.9005.1905.9001,3911,39141.56
2017FY6.5705.8946.5701,3541,35636.74
2016FY6.2704.1896.2701,2871,28937.08
2015FY3.4902.7163.4901,1881,18678.27
2014FY2.0601.7712.060955.74953.66132.60
2013FY4.0402.9994.040621.28609.0567.61
2012FY3.4102.2723.410533.21531.1280.11
2011FY1.2401.0711.240468.12468.32220.29
2010FY1.1621.3201.140407.88408.12235.14

Quarterly results

2026Q3 revenue 492.69, from 473.3 a year earlier. Operating margin 32.6%, from 31.3% a year earlier
Revenue, USD millions
492.6902024Q4 revenue 454.4724Q42025Q1 revenue 464.5825Q12025Q2 revenue 469.8325Q22025Q3 revenue 473.325Q32025Q4 revenue 479.6325Q42026Q1 revenue 484.7626Q12026Q2 revenue 489.0526Q22026Q3 revenue 492.6926Q3
Operating margin
36.702024Q4 operating margin 36.7%24Q42025Q1 operating margin 35.4%25Q12025Q2 operating margin 33.2%25Q22025Q3 operating margin 31.3%25Q32025Q4 operating margin 31.6%25Q42026Q1 operating margin 32.3%26Q12026Q2 operating margin 22.0%26Q22026Q3 operating margin 32.6%26Q3

From the quarterly statement. Not an estimate.

Estimate revisions

Latest snapshot of each period and type. 2026FY E 5.56 per share.
PeriodTypeScaleDateMeanvs prior date
2026FYEper share2026-11-115.56+0.1%
2026Q4Eper share2026-11-111.50+0.1%
2026FYSUSD millions2026-11-111,952+0.0%
2026Q4S-2026-11-10494.4+0.0%
2026FYRper share2026-11-085.39-2.4%
2026Q4Rper share2026-11-081.40-4.5%
2026Q3Eper share2026-10-271.470.0%
2026Q3Rper share2026-10-271.460.0%
2026Q3S-2026-10-19491.01+0.0%
2026Q2S-2026-07-29485.120.0%
2026Q2Eper share2026-07-281.460.0%
2026Q2Rper share2026-07-151.440.0%
2026Q1S-2026-04-22479.890.0%
2026Q1Eper share2026-04-211.420.0%
2026Q1Rper share2026-03-311.45+0.3%
2025FYEper share2026-02-0410.510.0%
2025Q4Eper share2026-02-041.450.0%
2025FYRper share2026-02-0410.480.0%
2025Q4Rper share2026-02-041.450.0%
2025FYSUSD millions2026-01-301,8770.0%
2025Q4S-2026-01-24473.980.0%
2025Q3Eper share2025-10-261.560.0%
2025Q3Rper share2025-10-261.540.0%
2025Q3S-2025-10-23472.11-0.1%
2025Q2Eper share2025-07-281.480.0%
2025Q2Rper share2025-07-261.530.0%
2025Q2S-2025-07-23466.250.0%
2025Q1S-2025-04-26456.69+0.0%
2025Q1Eper share2025-04-241.42+0.1%
2025Q1Rper share2025-04-241.42+0.1%
2024FYEper share2025-01-298.820.0%
2024Q4Eper share2025-01-291.360.0%
2024FYRper share2025-01-298.740.0%
2024Q4Rper share2025-01-291.410.0%
2024Q4S-2025-01-22449.060.0%
2024FYSUSD millions2025-01-201,7580.0%
2024Q3Eper share2024-10-291.350.0%
2024Q3Rper share2024-10-281.370.0%
2024Q3S-2024-10-23443.45-0.2%
2024Q2Eper share2024-07-281.330.0%
2024Q2Rper share2024-07-171.310.0%
2024Q2S-2024-07-17431.60.0%
2024Q1Eper share2024-04-291.290.0%
2024Q1S-2024-04-12420.21+0.1%
2024Q1Rper share2024-04-021.26-1.3%
2023FYEper share2024-01-296.61+0.0%
2023FYRper share2024-01-266.65-0.5%
2023FYSUSD millions2024-01-261,6570.0%

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share6.575.96.6628.6767.5066.2726.31611.54110.3995.3946-
Sales USD millions1,3821,4001,4601,4961,4411,6071,6691,7741,8871,946-
Shares million shares666666656565646464-64
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share1.8434.0033.1563.4372.5561.2511.6470.9721.525
Sales USD millions451454465470473480485489493
Shares million shares646464646464646464

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 Revenue1,946.121,887.35+6.4%1,774.45+6.3%1,669.39+3.9%1,606.81+11.5%1,440.56-3.7%1,495.75+2.4%1,460.15+4.3%1,400.05
Total Expenses1,369.731,265.24+24.2%1,018.36-11.0%1,143.96+12.4%1,018.21-1.5%1,033.66+26.0%820.20-12.1%932.83-2.2%953.68
Operating Income576.39622.11-17.7%756.09+43.9%525.43-10.7%588.60+44.7%406.90-39.8%675.55+28.1%527.33+18.1%446.38
Unusual Expense10.710.79-42.43-4219.4%1.03-51.6%2.13-88.9%19.21-27.0%26.30+638.8%3.56+1773.7%0.19
Net Income Before Taxes368.62702.77-13.4%811.31+88.4%430.71-0.5%432.99-16.0%515.69-15.7%611.83+30.1%470.15+15.1%408.40
Income Taxes0.000.000.000.000.000.000.000.000.00
Consolidated Net Income368.62702.77-13.4%811.31+88.4%430.71-0.5%432.99-16.0%515.69-15.7%611.83+30.1%470.15+15.1%408.40
Net Income From Continuing Operations347.29669.67-9.7%741.52+82.7%405.82-0.6%408.31-16.4%488.55-23.9%642.29+44.3%444.99+15.6%384.95
Net Income347.29669.67-9.7%741.52+82.7%405.82-0.6%408.31-16.4%488.55-23.9%642.29+44.3%444.99+15.6%384.95
EPS (Recurring) per share5.5210.41-6.0%11.08+75.0%6.33+0.5%6.30-18.3%7.71-14.0%8.97+33.9%6.70+13.4%5.91
EPS (Basic, Before Extraordinaries) per share5.4010.40-10.0%11.55+82.8%6.32+0.8%6.27-16.5%7.51-13.6%8.69+30.3%6.67+12.9%5.91
EPS (Diluted) per share5.3910.40-9.9%11.54+82.6%6.32+0.8%6.27-16.5%7.51-13.5%8.68+30.3%6.66+12.9%5.90
Non-Operating Income (Expense)67.77320.57+29.1%248.37+108.3%119.23+134.8%50.78-84.7%331.15+85.9%178.16+15.1%154.79-11.5%174.93
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense-10.20+32.5%7.70-36.5%12.13+5.9%11.45-2.0%11.68+23.9%9.43-23.2%12.28+21.0%10.15
Price To Earnings Ratio ratio statement ratio, not the snapshot50.3850.3833.3630.4138.4146.9927.4545.1641.56
Price To Sales Ratio ratio8.908.9310.349.548.5915.9110.4113.5911.57
Gross Margin %37.0435.5935.3135.3234.8230.4833.1137.3835.98
Operating Margin %29.6232.9642.6131.4736.6328.2545.1636.1131.88
Net Margin %17.8535.4841.7924.3125.4133.9142.9430.4827.50
Shares Outstanding million shares64.3464.44+0.2%64.28+0.1%64.20-0.6%64.60-1.0%65.25+0.4%65.00-1.4%65.890.0%65.89
Market Capitalization17,486.9317,486.93-4.7%18,344.52+15.3%15,913.93+16.0%13,722.63-40.1%22,925.88+48.1%15,480.88-22.1%19,881.43+22.7%16,199.80

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 Revenue492.69+4.1%489.05+4.1%484.76+4.3%479.63+5.5%473.30+5.0%469.83+6.2%464.58+8.8%454.47+7.8%
Total Expenses332.02+2.1%381.69+21.7%328.02+9.2%328.00+14.1%325.20+14.7%313.75+3.4%300.33+110.3%287.47-1.1%
Operating Income160.67+8.5%107.36-31.2%156.74-4.6%151.63-9.2%148.10-11.4%156.08+12.3%164.26-42.2%167.00+27.4%
Unusual Expense10.71+35600.0%0.000.000.000.030.000.00-100.0%0.00-100.0%
Net Income Before Taxes103.73-39.9%66.93-71.1%112.21-47.2%85.75-71.6%172.72+37.6%231.53+133.9%212.34-25.5%301.69+328.8%
Income Taxes0.000.000.000.000.000.000.000.00
Consolidated Net Income103.73-39.9%66.93-71.1%112.21-47.3%85.75-71.6%172.72+37.6%231.53+133.9%212.78-25.4%301.69+328.8%
Net Income From Continuing Operations98.07-40.4%62.46-71.8%106.19-47.7%80.57-68.7%164.62+39.0%221.36+138.3%203.11-25.5%257.45+293.7%
Net Income98.07-40.4%62.46-71.8%106.19-47.7%80.57-68.7%164.62+39.0%221.36+138.3%203.11-25.5%257.45+293.7%
EPS (Recurring) per share1.64-35.9%0.97-71.8%1.65-47.8%1.25-68.8%2.56+39.1%3.44+137.2%3.16-25.6%4.00+292.2%
EPS (Basic, Before Extraordinaries) per share1.53-40.2%0.97-71.8%1.65-47.8%1.25-68.8%2.56+39.1%3.44+137.2%3.16-25.6%4.01+293.1%
EPS (Diluted) per share1.52-40.6%0.97-71.8%1.65-47.8%1.25-68.8%2.56+39.1%3.44+137.2%3.16-25.6%4.00+292.2%
Non-Operating Income (Expense)19.32-78.7%26.66-81.4%21.94-80.2%-0.14-100.1%90.87+416.0%142.96+648.1%110.82+94.3%195.95
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Price To Earnings Ratio ratio statement ratio, not the snapshot50.3832.8023.2719.9021.5227.1226.5733.36
Price To Sales Ratio ratio8.909.738.188.939.269.9210.8910.35
Gross Margin %35.9836.9136.1439.1735.1136.3334.9438.52
Operating Margin %32.6121.9532.3331.6131.2933.2235.3636.75
Net Margin %19.9012.7721.9116.8034.7847.1243.7256.65
Shares Outstanding million shares64.34-0.1%64.27-0.2%64.31-0.1%64.44+0.2%64.40+0.2%64.40+0.3%64.36+0.2%64.28+0.1%
Market Capitalization17,486.93+1.4%18,738.42+2.7%15,603.07-20.9%16,853.24-8.1%17,238.37-9.1%18,246.77+4.4%19,720.15+25.5%18,344.52+15.3%

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 Investments85.59+12.8%75.85-81.1%400.33+838.0%42.68-27.2%58.64-30.2%84.04+3.6%81.09-46.4%151.40+147.7%61.13
Short Term Receivables141.59-31.5%206.71+18.4%174.62+69.5%103.05-69.8%341.03+74.8%195.10+45.2%134.37+86.9%71.89-28.8%100.93
Investment Securities--------0.00
Securities In Custody--------0.00
Investments12,161.77+5.1%11,566.88+9.3%10,581.81-3.4%10,951.69-3.0%11,291.86-1.6%11,471.60+3.9%11,043.23+2.0%10,829.23-2.8%11,138.51
Investment in Unconsolidated Affiliates630.55-32.6%935.01-11.9%1,061.73-5.8%1,127.49-4.3%1,177.80+15.7%1,018.01-23.8%1,335.34+2.7%1,300.14+12.5%1,155.98
Net Property, Plant & Equipment50.83-1.4%51.56-19.1%63.76-5.2%67.24-2.5%68.97-4.4%72.14-3.5%74.740.000.00
Other Intangible Assets88.67-2.9%91.36+15.4%79.17-2.0%80.75+35.6%59.56-37.5%95.28+160.1%36.63+18.4%30.94-21.0%39.16
Total Assets13,159.01+1.8%12,927.36+4.6%12,361.43-0.1%12,372.91-4.8%12,997.87+0.5%12,936.18+1.8%12,705.41+2.6%12,383.60-0.9%12,495.71
Total Debt6,903.24+2.9%6,706.56+6.9%6,270.83+4.0%6,026.88-5.2%6,358.09+0.5%6,325.57+7.5%5,885.61+5.0%5,605.94-1.5%5,689.13
Long Term Debt6,347.56+4.8%6,056.10+3.2%5,867.72+2.5%5,723.94-9.4%6,314.90+3.1%6,122.07+9.4%5,597.56+11.6%5,015.28-8.6%5,486.99
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Other Liabilities518.87+10.5%469.56+1.1%464.42+9.6%423.76-1.1%428.61+8.5%395.17+4.3%378.88+8.8%348.33-6.0%370.55
Total Liabilities7,422.11+3.4%7,176.12+6.5%6,735.24+4.4%6,450.64-5.0%6,786.70+1.0%6,720.75+7.3%6,264.49+5.2%5,954.28-1.7%6,059.68
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity5,541.37+0.1%5,537.05+2.1%5,422.75-5.1%5,716.37-4.6%5,993.60-0.1%6,000.41-3.5%6,220.43-0.7%6,267.07-0.2%6,277.41
Total Shareholders Equity5,541.37+0.1%5,537.05+2.1%5,422.75-5.1%5,716.37-4.6%5,993.60-0.1%6,000.41-3.5%6,220.43-0.7%6,267.07-0.2%6,277.41
Accumulated Minority Interest195.52-8.7%214.19+5.3%203.44-1.2%205.89-5.4%217.57+1.2%215.02-2.5%220.49+35.9%162.25+2.3%158.62
Total Equity5,736.90-0.2%5,751.24+2.2%5,626.18-5.0%5,922.27-4.7%6,211.17-0.1%6,215.43-3.5%6,440.91+0.2%6,429.32-0.1%6,436.03
Total Liabilities & Stockholders Equity13,159.01+1.8%12,927.36+4.6%12,361.43-0.1%12,372.91-4.8%12,997.87+0.5%12,936.18+1.8%12,705.41+2.6%12,383.60-0.9%12,495.71
Book Value Per Share per share85.99-0.2%86.14+2.0%84.46-4.5%88.48-3.7%91.86-0.5%92.32-2.2%94.41-0.7%95.11+0.1%95.03
Tangible Book Value Per Share per share85.87-0.2%86.02+2.0%84.37-4.5%88.37-3.7%91.72-0.6%92.24-2.3%94.39-0.8%95.11+0.1%95.03
Full-Time Employees people1,689-1.5%1,715-2.0%1,750-1.2%1,772+0.9%1,757-2.3%1,799-1.3%1,822-0.2%1,826-0.5%1,835
Price to Book Ratio ratio3.303.382.88270.293.832.573.192.582.54
Return on Assets %5.135.863.283.223.775.013.553.093.47
Return on Equity %12.0913.537.296.978.1510.517.136.146.90
Return on Invested Capital %5.636.403.593.573.975.303.773.413.68
Quick Ratio ratio0.210.600.420.200.930.600.340.250.30
Current Ratio ratio0.210.600.420.200.930.600.340.250.30

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 Operations1,152.831,255.87+19.2%1,053.52+3.1%1,021.47-11.5%1,153.73+12.4%1,026.06+15.5%888.42-23.1%1,154.86+26.9%910.39
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital75.202.95-94.7%55.29-1.65-2.46-107.4%33.32-13.36-135.6%37.51-0.17
Cash from Operating Activities1,228.031,258.82+13.5%1,108.81+8.7%1,019.82-11.4%1,151.27+8.7%1,059.38+21.1%875.05-26.6%1,192.37+31.0%910.22
Capital Expenditures-126.62-140.35-136.40-140.37-163.19-121.19-90.08-101.69-81.68
Net Assets From Acquisitions-1.59-13.47-6.97-0.61-11.93-12.92-3.98-36.64-1.48
Sale of Fixed Assets and Businesses0.000.000.000.00-100.0%0.120.000.000.000.00
Purchase or Sale of Investments-288.25-608.06-871.46-58.15-140.0%145.52-24,202.91-399.58-703.03-62.86
Purchase of Investments-528.74-1,204.07-1,179.60-221.86-495.69-24,621.35-950.92-1,042.50-471.47
Sale Or Maturity of Investments240.49596.01+93.4%308.14+88.2%163.71-74.5%641.21+53.2%418.44-24.1%551.34+62.4%339.46-16.9%408.61
Other Uses---8.00--16.32-9.490.000.00-0.41
Other Sources3.6611.52+400.9%2.30-83.1%13.63+214.8%4.33+392.0%0.88+7.3%0.82-78.1%3.74+165.2%1.41
Cash from Investing Activities-412.80-750.36-1,020.53-185.50-41.47-24,345.63-492.83-837.62-145.03
Cash Dividends Paid-664.23-654.07-620.47-586.98-565.92-542.86-536.10-507.75-484.18
Change in Capital Stock-40.588.54-29.0%12.02-96.00-170.51-448.9%48.87-254.75-580.5%53.02-45.94
Repurchase of Common Pref Stock-62.03-0.39-0.30-96.00-190.04-9.63-269.61-56.99-52.15
Sale of Common Pref Stock21.458.93-27.5%12.310.00-100.0%19.52-66.6%58.50+293.4%14.87-86.5%110.01+1671.5%6.21
Proceedsfrom Stock Options16.210.000.000.000.000.000.00-100.0%72.540.00
Issuance or Reduction of Debt, Net-57.05201.69-30.4%289.71+19.0%243.50-353.73-1163.5%33.26-93.1%481.60+553.7%73.67-110.62
Change in Long Term Debt-57.05201.69-30.4%289.71+19.0%243.50-353.73-1163.5%33.26-93.1%481.60+553.7%73.67-110.62
Issuance of Long Term Debt9,942.089,083.79+308.7%2,222.35+54.1%1,442.05+4.8%1,376.45-23.4%1,796.09-27.9%2,491.23-16.5%2,984.50+186.5%1,041.73
Reduction of Long Term Debt-9,999.14-8,882.10-1,932.64-1,198.55-1,730.18-1,762.83-2,009.63-2,910.83-1,152.36
Net Financing Active Other Cash Flow-48.32-54.88-94.03-37.18-35.59-61.52-50.43-43.98-34.17
Other Financing Activities Uses-40.66-40.79-84.46-35.44-32.96-53.17-50.43-33.09-29.92
Cash from Financing Activities-810.18-498.73-412.77-476.66-1,125.76-520.35-379.28-425.05-674.91
Net Change in Cash5.059.74-324.49-190.7%357.65-15.96-25.40-961.0%2.95-70.30-177.9%90.27
Free Cash Flow1,101.411,118.48+15.0%972.41+10.6%879.44-11.0%988.08+5.3%938.18+19.5%784.97-28.0%1,090.68+31.6%828.53
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow ratio39.6336.2952.1154.4732.6857.9962.5534.0347.06

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 Investments80.30+6.7%66.34-2.3%47.41-56.0%85.59+12.8%75.24-6.3%67.88+5.8%107.86-78.8%75.85-81.1%
Short Term Receivables94.06-57.6%96.33-30.2%201.98+51.0%141.59-31.5%221.63+10.7%138.10-40.9%133.72-26.9%206.71+18.4%
Investments11,910.460.0%11,983.00+0.7%12,060.04+2.4%12,161.77+5.1%11,914.40+6.8%11,900.46+7.8%11,781.60+7.2%11,566.88+9.3%
Investment in Unconsolidated Affiliates612.87-24.2%612.51-31.6%649.31-28.4%630.55-32.6%808.24-19.8%895.82-14.0%906.69-14.7%935.01-11.9%
Net Property, Plant & Equipment31.23-39.6%49.08-6.5%49.96-6.4%50.83-1.4%51.68-1.5%52.52-1.6%53.35-15.1%51.56-19.1%
Other Intangible Assets87.33+10.5%91.04-28.2%86.79-57.3%88.67-2.9%79.05-47.8%126.71+63.0%203.04+169.3%91.36+15.4%
Total Assets12,816.25-2.5%12,898.30-2.1%13,095.49-0.7%13,159.01+1.8%13,150.24+4.0%13,181.49+5.4%13,186.26+2.3%12,927.36+4.6%
Total Debt6,637.63-1.1%6,748.25-0.9%6,857.03+0.2%6,903.24+2.9%6,714.31+4.6%6,812.72+7.5%6,844.40+3.4%6,706.56+6.9%
Long Term Debt6,591.53+2.1%6,304.39-0.7%6,307.89+1.7%6,347.56+4.8%6,458.05+0.6%6,349.61+0.2%6,201.15-0.2%6,056.10+3.2%
Provision for Risks Charges0.000.000.000.000.000.000.000.00
Other Liabilities693.10+14.6%637.16+20.2%611.32+8.8%518.87+10.5%604.65+6.9%529.93+9.6%561.91+9.7%469.56+1.1%
Total Liabilities7,330.73+0.2%7,385.41+0.6%7,468.34+0.8%7,422.11+3.4%7,318.97+4.8%7,342.65+7.6%7,406.31+3.9%7,176.12+6.5%
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity5,298.53-5.9%5,323.07-5.5%5,435.59-2.4%5,541.37+0.1%5,631.32+3.6%5,635.25+2.8%5,570.00+0.4%5,537.05+2.1%
Total Shareholders Equity5,298.53-5.9%5,323.07-5.5%5,435.59-2.4%5,541.37+0.1%5,631.32+3.6%5,635.25+2.8%5,570.00+0.4%5,537.05+2.1%
Accumulated Minority Interest187.00-6.5%189.82-6.8%191.56-8.8%195.52-8.7%199.96-12.5%203.59-1.5%209.95+1.0%214.19+5.3%
Total Equity5,485.52-5.9%5,512.89-5.6%5,627.14-2.6%5,736.90-0.2%5,831.27+3.0%5,838.84+2.6%5,779.95+0.4%5,751.24+2.2%
Total Liabilities & Stockholders Equity12,816.25-2.5%12,898.30-2.1%13,095.49-0.7%13,159.01+1.8%13,150.24+4.0%13,181.49+5.4%13,186.26+2.3%12,927.36+4.6%
Book Value Per Share per share82.36-5.8%82.83-5.3%84.52-2.3%85.99-0.2%87.44+3.4%87.50+2.5%86.55+0.2%86.14+2.0%
Tangible Book Value Per Share per share82.36-5.8%82.83-5.3%84.52-2.3%85.87-0.2%87.44+3.4%87.50+2.5%86.55+0.2%86.02+2.0%
Full-Time Employees people---1,689-1.5%---1,715-2.0%
Price to Book Ratio ratio3.303.452.812.993.063.273.563.38
Return on Assets %2.673.174.365.136.566.235.155.86
Return on Equity %6.357.5510.4112.0915.3014.4012.0913.53
Return on Invested Capital %0.820.540.900.681.361.851.732.22
Quick Ratio ratio0.270.090.180.210.370.270.260.60
Current Ratio ratio0.270.090.180.210.370.270.260.60

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 Operations294.20-22.2%261.11-4.2%254.44-2.9%343.09+20.9%378.11+59.4%272.51+7.9%262.17-6.4%283.75+1.2%
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital56.76-6.2%24.2132.73-38.5060.50-23.4%---31.42
Cash from Operating Activities350.96-20.0%285.31+26.2%287.17-0.8%304.59+20.7%438.60+38.7%226.13+0.3%289.50-8.1%252.33+10.6%
Capital Expenditures-35.76-31.54-19.79-39.54-36.36-36.54-27.91-38.86
Net Assets From Acquisitions-0.03-1.560.000.00-4.920.00-8.56-5.38
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-53.1761.72-86.30-210.48-114.08-37.25-246.25-118.35
Purchase of Investments-93.64-45.85-96.21-293.05-260.09-275.58-375.35-376.26
Sale Or Maturity of Investments40.46-72.3%107.56-54.9%9.90-92.3%82.56-68.0%146.01+252.3%238.33+2617.6%129.11+1291000.0%257.92+1388.3%
Other Uses0.000.000.00----2.00-6.75
Other Sources0.70-2.8%1.09-87.9%0.94+10.6%0.94+56.7%0.72+35.8%9.01+935.6%0.85+183.3%0.60+36.4%
Cash from Investing Activities-88.2629.70-105.15-249.08-154.63-62.78-283.87-168.74
Cash Dividends Paid-166.45-166.60-165.62-165.55-165.59-165.44-157.49-157.50
Preferred Dividends (Cash Flow)0.000.000.000.000.000.000.000.00
Change in Capital Stock20.61-11.45-508.9%-49.63-923.1%-0.11-139.3%-0.18-101.7%2.806.03+534.7%0.28
Repurchase of Common Pref Stock0.06-11.76-50.21-0.11-139.3%-0.18-0.100.000.28
Sale of Common Pref Stock20.550.31-89.3%0.59-90.2%0.000.00-100.0%2.906.03+528.1%0.00
Proceedsfrom Stock Options16.210.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net-92.77-109.944.39-97.7%141.26+9.3%-98.85-218.5%-30.14189.41-45.6%129.27
Change in Long Term Debt-92.77-109.944.39-97.7%141.26+9.3%-98.85-218.5%-30.14189.41-45.6%129.27
Issuance of Long Term Debt3,059.29+9.5%3,370.43+64.8%217.74-77.1%3,294.63+435.9%2,794.96+292.6%2,044.88+274.1%949.31+171.9%614.75+2049066.7%
Reduction of Long Term Debt-3,152.05-3,480.36-213.35-3,153.37-2,893.81-2,075.02-759.90-485.48
Net Financing Active Other Cash Flow-10.12-8.10-9.34-20.76-12.00-10.55-11.57-60.06
Other Financing Activities Uses-7.98-7.97-8.88-15.83-8.23-8.21-8.52-59.02
Cash from Financing Activities-248.74-296.08-220.19-934.7%-45.16-276.61-203.3326.38-86.1%-88.01
Net Change in Cash13.95+89.5%18.93-38.18-219.2%10.347.36-54.3%-39.9832.02-70.2%-4.42
Free Cash Flow315.20-21.6%253.78+33.9%267.38+2.2%265.05+24.2%402.24+43.8%189.59-0.6%261.59-9.3%213.47+17.2%
Price to Free Cash Flow ratio39.6335.7033.7636.3040.9759.5462.4552.16

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
Other Property Leasing28.7727.41-4.7%1.5%
Rental1,735.411,850.55+6.6%98.5%
Total1,764.191,877.96+6.4%100.0%
Region
Name20242025vs 20242025 share
Consolidation, Policy90.3840.61-55.1%2.2%
Northern California663.83760.82+14.6%40.5%
Seattle Metro295.00313.41+6.2%16.7%
Southern California714.98763.12+6.7%40.6%
Total1,764.191,877.96+6.4%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-303.56%2.3M63.8M515.59K
2026-10-153.96%2.5M63.8M490.20K
2026-09-303.99%2.5M63.8M496.72K
2026-09-153.43%2.2M63.8M474.17K
2026-08-313.73%2.4M63.8M468.25K
2026-08-143.09%2.0M63.8M478.35K
2026-07-313.49%2.2M63.8M486.47K
2026-07-153.18%2.0M63.7M482.99K
2026-06-302.81%1.8M63.7M474.32K
2026-06-152.61%1.7M63.7M478.47K
2026-05-293.06%2.0M63.8M477.90K
2026-05-152.85%1.8M63.7M476.53K
2026-04-302.87%1.8M63.8M516.59K
2026-04-152.74%1.8M64.0M526.25K
2026-03-312.90%1.9M64.0M562.76K
2026-03-132.87%1.8M64.0M553.63K
2026-02-272.79%1.8M64.0M548.73K
2026-02-132.51%1.6M64.0M532.50K
2026-01-302.28%1.5M63.8M518.26K
2026-01-152.48%1.6M63.9M520.13K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call170100.2104.20.002.2580.000.000.975-0.2440.023
call17595.2099.200.002.1430.000.000.973-0.2420.024
call18090.6094.200.002.0770.000.000.972-0.2400.025
call18585.3089.200.001.9200.000.000.970-0.2370.026
call19080.2084.200.001.8120.000.000.969-0.2340.027
call19575.7079.200.001.7130.000.000.967-0.2320.029
call20071.0074.200.001.6040.000.000.965-0.2280.030
call21060.2064.200.001.4080.000.000.960-0.2210.034
call22051.6053.700.001.1200.000.000.954-0.2130.038
call23041.8043.800.000.9520.000.000.945-0.2020.044
call24031.4033.400.000.7260.000.000.933-0.1890.051
call25021.5024.300.000.6420.000.000.903-0.1950.068
call26011.8014.6011.370.4653.000.000.802-0.2600.111
call2704.706.108.710.3233020.000.572-0.2940.156
call2800.453.202.300.4033000.000.297-0.3180.138
call2900.001.000.080.38743.000.000.130-0.2060.084
call3000.002.600.490.5205.000.000.104-0.2390.072
call3100.003.600.440.6405.000.000.088-0.2600.064
call3200.003.600.000.7530.000.000.077-0.2770.058
call3300.003.400.000.8580.000.000.070-0.2910.053
call3400.003.400.000.9570.000.000.064-0.3030.050
call3500.003.400.001.0510.000.000.059-0.3140.047
call3600.003.400.001.1410.000.000.055-0.3230.044
call3700.004.900.001.2270.000.000.052-0.3320.042
call3800.004.900.001.3090.000.000.049-0.3390.041
call3900.004.900.001.3880.000.000.047-0.3460.039
call4000.004.900.001.4640.000.000.045-0.3530.038
call4100.004.900.001.5370.000.000.043-0.3590.037
put1700.004.900.001.7400.000.00-0.024-0.2540.023
put1750.003.400.001.6470.000.00-0.026-0.2510.024
put1800.003.400.001.5560.000.00-0.027-0.2480.025
put1850.003.400.001.4670.000.00-0.029-0.2450.026
put1900.004.900.001.3800.000.00-0.031-0.2420.027
put1950.004.900.001.2940.000.00-0.032-0.2380.029
put2000.003.400.001.2110.000.00-0.034-0.2350.030
put2100.003.400.001.0480.000.00-0.039-0.2260.034
put2200.001.750.300.8908.000.00-0.046-0.2170.038
put2300.001.550.300.7364.000.00-0.054-0.2050.044
put2400.001.951.050.5825.000.00-0.067-0.1910.051
put2500.000.700.380.4296.000.00-0.097-0.1960.068
put2600.101.250.840.33137.000.00-0.197-0.2600.111
put2701.953.402.100.2681330.00-0.430-0.2930.156
put2807.009.800.000.2900.000.00-0.701-0.3170.138
put29016.3019.000.000.3740.000.00-0.868-0.2040.085
put30026.2029.000.000.5060.000.00-0.895-0.2340.072
put31036.1039.000.000.6160.000.00-0.911-0.2540.064
put32046.1049.100.000.7570.000.00-0.922-0.2700.058
put33056.1058.500.000.7270.000.00-0.930-0.2830.053
put34066.9069.000.000.9310.000.00-0.936-0.2940.050
put35076.1079.200.001.0820.000.00-0.940-0.3030.047
put36086.1089.000.001.1160.000.00-0.944-0.3120.044
put37096.1098.600.001.1080.000.00-0.947-0.3190.042
put380106.11090.001.2860.000.00-0.950-0.3260.041
put390116.2118.50.001.1990.000.00-0.952-0.3310.039
put400126.2128.90.001.4350.000.00-0.954-0.3370.038
put410136.21390.001.5190.000.00-0.956-0.3420.037

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-2810-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-278-KCurrent report2026-10-27SEC
2026-09-258-KCurrent report2026-09-24SEC
2026-09-118-KCurrent report2026-09-11SEC
2026-07-3010-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-298-KCurrent report2026-07-29SEC
2026-05-294Statement of changes in beneficial ownership of securities2026-05-27SEC
2026-05-298-KCurrent report2026-05-29SEC
2026-05-27144Filing for proposed sale of securities under Rule 144.SEC
2026-05-15SCHEDULE 13G/ASEC
2026-05-144Statement of changes in beneficial ownership of securities2026-05-12SEC
2026-05-144Statement of changes in beneficial ownership of securities2026-05-12SEC
2026-05-144Statement of changes in beneficial ownership of securities2026-05-12SEC
2026-05-144Statement of changes in beneficial ownership of securities2026-05-12SEC
2026-05-144Statement of changes in beneficial ownership of securities2026-05-12SEC
2026-05-144Statement of changes in beneficial ownership of securities2026-05-12SEC
2026-05-144Statement of changes in beneficial ownership of securities2026-05-12SEC
2026-05-148-KCurrent report2026-05-12SEC
2026-05-144Statement of changes in beneficial ownership of securities2026-05-12SEC
2026-04-29SCHEDULE 13GSEC
2026-04-29SCHEDULE 13GSEC
2026-04-2910-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-288-KCurrent report2026-04-28SEC
2026-03-27ARSAnnual report to security holders. 2025-12-31SEC
2026-03-27DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-03-27DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-05-12SEC
2026-03-26SCHEDULE 13G/ASEC
2026-02-204Statement of changes in beneficial ownership of securities2026-02-18SEC
2026-02-204Statement of changes in beneficial ownership of securities2026-02-18SEC
2026-02-204Statement of changes in beneficial ownership of securities2026-02-18SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-0500167.67K1
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.11.56%
VANGUARD PORTFOLIO MANAGEMENT LLC8.54%
STATE STREET CORP8.17%
COHEN & STEERS, INC.7.65%
VANGUARD CAPITAL MANAGEMENT LLC6.54%
PRICE T ROWE ASSOCIATES INC /MD/5.22%
PRINCIPAL FINANCIAL GROUP INC3.27%
GEODE CAPITAL MANAGEMENT, LLC3.08%
NORGES BANK2.50%
Invesco Ltd.1.95%

Funds

Fund% owned
Tax-Advantaged Ultra-Short Fixed Income Fund19.15%
Avantis Core Fixed Income ETF9.50%
Avantis Short-Term Fixed Income ETF4.83%
VANGUARD REAL ESTATE INDEX FUND3.82%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.17%
Empower Short Duration Bond Fund2.89%
VANGUARD 500 INDEX FUND2.59%
VANGUARD SMALL-CAP INDEX FUND2.29%
Empower Bond Index Fund1.56%
VANGUARD SMALL-CAP VALUE INDEX FUND1.45%

OakChart. ESS. Cached 15 minutes. Terms