Fidelity National Financial Inc
FNFFinancial·Insurance - Specialty·USA·Large·NYSE·Nov 12 • 3:59 PM ET
43.10-1.06 (-2.40%)
2026-11-13 13:11 CET
Market cap
$11.56B
Revenue, TTM
14,915.00 USD m
Net income, TTM
1,047.00 USD m
Free cash flow, TTM
6,415.00 USD m
EPS diluted, TTM
3.92
11.00
Price
FNF against its 20, 50 and 200-day averagesPatternshover a marker to name it
26.2% under the 52-week high of 58.41 on 12 Feb 2026. 52-week low 37.88 on 7 Oct 2026. Last 15 sessions, 18.9% high to low
Volume 0.00× normal · the session has not printed · the line is the 50-bar volume average
Setup. RS line 5
CANSLIM 3 of 6 — fails: EPS Growth This Year: High (>25%); 52-Week High/Low: 0-10% below High; Performance: Year +50%
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 1 of 5 — fails: 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 2 of 5 — fails: 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%; 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 This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 1 of 5 — fails: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1) — not on the tape: Current Ratio: Over 1
Value 2 of 4 — fails: Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 3 of 4 — fails: Payout Ratio: Low (<20%)
Small Cap 1 of 4 — fails: Float: Under 100M; 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 1 of 3 — fails: Performance: Year +100%; 200-Day Simple Moving Average: Price above SMA200
Profile
FNF52-week range, 25% of the way up
37.8858.41
Fidelity National Financial, Inc. engages in the provision of title insurance and transaction services to the real estate and mortgage industries. Its services include title insurance, escrow and other title-related services, including trust activities, trustee sales guarantees, recordings and reconveyances, and home warranty products and technology and transaction services to the real estate and mortgage industries. The company operates through the following segments: Title, F&G, and Corporate and Other. The Title segment consists of the operations of title insurance underwriters and related businesses. The F&G segment consists of operations of annuities and life insurance related businesses. The Corporate and Other segment is involved in real estate brokerage businesses. Fidelity National Financial was founded by William P. Foley II in 1984 and is headquartered in Jacksonville, FL.
| Index | RUI |
|---|---|
| Employees | 24535 |
| IPO | Oct 14, 2005 |
| Beta | 0.95 |
| ATR, 14d | 1.41 |
| Rel volume | 0.00 |
| Short float | 4.83% |
| Insider own | 5.71% |
| Inst own | 84.28% |
Snapshot
6 groupsValuation
| Index | RUI |
|---|---|
| Market Cap | $11.56B |
| Enterprise Value | - |
| Income | 1.05B |
| Sales | 14.91B |
| Book / share | 27.50 |
| Cash / share | - |
| Dividend Est. | 2.10 (4.87%) |
| Dividend TTM | 2.08 (4.83%) |
| Dividend Ex-Date | Dec 17, 2026 |
| Dividend Gr. 3/5Y | 4.50% 8.39% |
| Payout | 91.27% |
| Employees | 24535 |
| IPO | Oct 14, 2005 |
Ratios
| Price / earnings | 11.00 |
|---|---|
| Forward price / earnings | 8.12 |
| Price / earnings / growth | 1.48 |
| Price / sales | 0.77 |
| Price / book | 1.57 |
| Price / cash | - |
| Price / free cash flow | 1.80 |
| Value / cash profit | - |
| Value / sales | - |
| Quick Ratio | - |
| Current Ratio | - |
| Debt / equity | 0.65 |
| Long-term debt / equity | 0.65 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | 3.92 |
|---|---|
| Earnings next year | 5.31 |
| Earnings next quarter | 1.27 |
| Earnings this year | -1.41% |
| Earnings next year | 8.38% |
| Earnings growth, 5 years | 5.50% |
| Past earnings growth | -22.04% -15.01% |
| Past sales growth | 7.72% 6.05% |
| Earnings vs last year | -8.92% |
| Sales vs last year | 6.10% |
| Earnings vs last quarter | 78.81% |
| Sales vs last quarter | -11.07% |
| Earnings | Nov 05 AMC |
| Surprise | -0.25% -5.39% |
Ownership
| Insiders own | 5.71% |
|---|---|
| Insider trades | -0.51% |
| Institutions own | 84.28% |
| Institution trades | 0.46% |
| Return on assets | 1.15% |
| Return on equity | 13.32% |
| Return on capital | 8.63% |
| Gross Margin | - |
| Operating margin | 18.67% |
| Profit Margin | 7.02% |
| 20-day average | 3.57% |
| 50-day average | 3.59% |
| 200-day average | -9.31% |
Technical
| Shares out | 268.00M |
|---|---|
| Shares floating | 252.87M |
| Short / float | 4.83% |
| Short ratio | 4.76 |
| Short interest | 12.20M |
| 52-week high | 58.41 -26.2% |
| 52-week low | 37.88 +13.8% |
| Volatility | 4.38% 3.06% |
| Average range | 1.41 |
| Strength index | 55.91 |
| Market sensitivity | 0.95 |
| Relative volume | 0.00 |
| Avg Volume | 2.56M |
| Volume | 0 |
Performance
| Perf Week | 0.49% |
|---|---|
| Perf Month | 9.78% |
| Perf Quarter | -12.88% |
| Perf Half Y | -9.81% |
| Perf YTD | -21.05% |
| Perf Year | -23.57% |
| Perf 3Y | 1.75% |
| Perf 5Y | -8.93% |
| Perf 10Y | 99.24% |
| Recommendation | 1.80 |
| Target Price | 54.75 |
| Prev Close | 43.10 |
| Price | 43.10 |
| Change % | 0.00% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Nov 14, 2025 | Resumed | Stephens | Overweight | ||
| Apr 08, 2025 | Upgrade | Keefe Bruyette | Mkt Perform → Outperform | $69 | +60.1% |
| Jan 03, 2025 | Upgrade | Deutsche Bank | Hold → Buy | ||
| Jan 10, 2024 | Initiated | Deutsche Bank | Hold | ||
| Nov 15, 2023 | Initiated | Barclays | Equal Weight | $44 | +2.1% |
| Oct 02, 2023 | Downgrade | Keefe Bruyette | Outperform → Mkt Perform | $45 → $43 | -0.2% |
| Jul 18, 2023 | Resumed | BTIG Research | Buy | $47 | +9.0% |
| Feb 02, 2022 | Initiated | BTIG Research | Neutral | ||
| May 03, 2021 | Initiated | Credit Suisse | Outperform | $56 | +29.9% |
| Apr 20, 2020 | Downgrade | Compass Point | Buy → Neutral | $29 | -32.7% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| FAF | First American Financial Corp | 6.58B |
| STC | Stewart Information Services Corp | 1.28B |
| ITIC | Investors Title Co | 475.18M |
| RDN | Radian Group Inc | 4.65B |
| ESNT | Essent Group Ltd | 5.71B |
| MTG | MGIC Investment Corp | 5.52B |
| ACT | Enact Holdings Inc | 6.16B |
| CRBG | Corebridge Financial Inc | 15.77B |
| BHF | Brighthouse Financial Inc | 2.54B |
| AIZ | Assurant Inc | 15.83B |
Insider trading
9 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| SADOWSKI PETER T | EVP, Chief Legal Officer | Jun 26 '26 | Sale | 45.70 | 69,196 | 3,162,375 | 5,702 | Jun 29 04:14 PM |
| Peter T. Sadowski | Officer | Jun 26 '26 | Proposed Sale | 46.11 | 69,196 | 3,190,628 | Jun 26 05:45 PM | |
| Dhanidina Halim | Director | Jun 24 '26 | Sale | 418.25 | 9,543 | 3,991,360 | 3,643 | Jun 25 04:30 PM |
| Dhanidina Halim | Director | Jun 24 '26 | Proposed Sale | 48.25 | 1,542 | 74,402 | Jun 24 09:53 AM | |
| SADOWSKI PETER T | EVP, Chief Legal Officer | Apr 08 '26 | Sale | 47.67 | 473 | 22,548 | 0 | Apr 28 06:17 PM |
| Dhanidina Halim | Director | Jan 05 '26 | Sale | 55.90 | 6,000 | 335,400 | 13,186 | Jan 07 11:56 AM |
| Dhanidina Halim | Director | Jan 05 '26 | Proposed Sale | 55.90 | 6,000 | 335,400 | Jan 05 02:16 PM | |
| LANE DANIEL D | Director | Nov 17 '25 | Sale | 57.63 | 6,367 | 366,930 | 276,308 | Nov 18 04:43 PM |
| LANE DANIEL D | Director | Nov 17 '25 | Proposed Sale | 57.63 | 6,367 | 366,930 | Nov 17 03:08 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | AUM: 125.56B |
| SCHD | Schwab US Dividend Equity ETF | AUM: 123.65B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 696.31B |
| DVY | iShares Select Dividend ETF | AUM: 23.78B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 80.23B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.88B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.79B |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | AUM: 26.08B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.54B |
| SPMD | State Street SPDR Portfolio S&P 400TM Mid Cap ETF | AUM: 19.06B |
News
latest 14 of 200- Fidelity National Financial CEO Mike Nolan and CFO Tony Park to Speak at the Stephens Annual Investment Conference (PR Newswire)
- Fidelity National Financial: GAAP Windfall Masks A 19% Adjusted Earnings Drop As A Fed Hike Stalls The Title Engine (Earnings Whispers)
- Fidelity National Financial Announces 4% Increase in Quarterly Cash Dividend (PR Newswire)
- Fidelity National Financial: Q3 Earnings Snapshot (Associated Press)
- FNF Reports Third Quarter 2026 Financial Results (PR Newswire)
- FNF's 24% Slide Puts Title Margin Discipline And Commercial Strength On Trial (Earnings Whispers)
- Why Frontdoor Stock Deserves To Be In Your Portfolio (Trefis)
- LoanCare Launches IllumineX: An AI-Powered Intelligence-to-Action Platform that Optimizes Borrower Engagement and Business Process Improvement (PR Newswire)
- Fidelity National Financial Announces Third Quarter 2026 Earnings Release and Conference Call (PR Newswire)
- LoanCare Among First Subservicers Ready to Implement VA Partial Claim Program Ahead of the Go-Live Date (PR Newswire)
- Fidelity National Financial Inc's Dividend Analysis (GuruFocus.com)
- Fidelity National Financial CEO Mike Nolan and CFO Tony Park to Speak at the 2026 Barclays Global Financial Services Conference (PR Newswire)
- Fidelity National Financial Inc (FNF) (Q2 2026) Earnings Call Highlights: Record Title Margins ... (GuruFocus.com)
- Fidelity National Financial Announces Quarterly Cash Dividend of $0.52 (PR Newswire)
Quarterly earnings
2026Q3 EPS 1.320 missed 1.323, from 1.571 a year earlier. Sales 3,578 missed 3,782, from 4,030 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 | 2026-11-05 16:30 | 1.320 | 1.323 | 2.370 | 3,578 | 3,782 | EPS -0.2% · sales -5.4% | vs 2025Q3, year-ago quarter · EPS -16.0% · sales -11.2% | 5 EPS · 3 sales | Open -1.10% vs SPY +0.25%. Close +2.21% vs SPY +0.31% |
| 2026Q2ended 2026-06-30 | 2026-08-05 16:30 | 1.390 | 1.310 | 1.079 | 4,051 | 3,789 | EPS +6.1% · sales +6.9% | vs 2025Q2, year-ago quarter · EPS +19.8% · sales +11.4% | 6 EPS · 4 sales | Open +2.07% vs SPY +0.05%. Close +2.82% vs SPY -0.16% |
| 2026Q1ended 2026-03-31 | 2026-05-06 16:30 | 0.930 | 1.088 | 0.903 | 3,226 | 3,613 | EPS -14.5% · sales -10.7% | vs 2025Q1, year-ago quarter · EPS +19.2% · sales +18.2% | 6 EPS · 4 sales | Open -7.78% vs SPY +0.17%. Close -1.99% vs SPY -0.31% |
| 2025Q4ended 2025-12-31 | 2026-02-19 16:30 | 1.410 | 1.489 | -0.435 | 4,051 | 3,659 | EPS -5.3% · sales +10.7% | vs 2024Q4, year-ago quarter · EPS +5.2% · sales +11.9% | 6 EPS · 4 sales | Open 0.00% vs SPY -0.32%. Close -3.84% vs SPY +0.72% |
| 2025Q3ended 2025-09-30 | 2025-11-06 16:30 | 1.571 | 1.373 | 1.326 | 4,030 | 3,568 | EPS +14.5% · sales +13.0% | vs 2024Q3, year-ago quarter · EPS +20.9% · sales +11.9% | 5 EPS · 3 sales | Open +5.04% vs SPY -0.36%. Close +4.56% vs SPY +0.10% |
| 2025Q2ended 2025-06-30 | 2025-08-06 16:30 | 1.160 | 1.368 | 1.018 | 3,635 | 3,538 | EPS -15.2% · sales +2.7% | vs 2024Q2, year-ago quarter · EPS -6.5% · sales +5.5% | 5 EPS · 3 sales | Open -1.31% vs SPY +0.55%. Close -0.43% vs SPY -0.08% |
| 2025Q1ended 2025-03-31 | 2025-05-07 16:30 | 0.780 | 1.102 | 0.304 | 2,729 | 3,324 | EPS -29.2% · sales -17.9% | vs 2024Q1, year-ago quarter · EPS +2.6% · sales -17.3% | 6 EPS · 4 sales | Open -4.69% vs SPY +0.73%. Close -7.14% vs SPY +0.70% |
| 2024Q4ended 2024-12-31 | 2025-02-20 16:30 | 1.340 | 1.216 | 1.648 | 3,621 | 3,329 | EPS +10.2% · sales +8.8% | vs 2023Q4, year-ago quarter · EPS +78.7% · sales +5.5% | 6 EPS · 4 sales | Open +3.87% vs SPY -0.04%. Close +3.28% vs SPY -1.71% |
| 2024Q3ended 2024-09-30 | 2024-11-06 16:30 | 1.300 | 1.393 | 0.974 | 3,603 | 3,315 | EPS -6.7% · sales +8.7% | vs 2023Q3, year-ago quarter · EPS +5.7% · sales +29.7% | 6 EPS · 4 sales | Open -2.56% vs SPY +0.35%. Close -2.91% vs SPY +0.77% |
| 2024Q2ended 2024-06-30 | 2024-08-05 16:30 | 1.240 | 1.293 | 1.121 | 3,445 | 3,200 | EPS -4.1% · sales +7.7% | vs 2023Q2, year-ago quarter · EPS +22.8% · sales +12.3% | 7 EPS · 5 sales | Open -2.98% vs SPY +0.36%. Close -0.95% vs SPY +0.92% |
| 2024Q1ended 2024-03-31 | 2024-05-08 16:30 | 0.760 | 0.840 | 0.912 | 3,299 | 2,719 | EPS -9.5% · sales +21.3% | vs 2023Q1, year-ago quarter · EPS +46.2% · sales +33.3% | 7 EPS · 5 sales | Open -2.70% vs SPY +0.04%. Close +0.92% vs SPY +0.58% |
| 2023Q4ended 2023-12-31 | 2024-02-21 16:30 | 0.750 | 0.981 | -0.255 | 3,432 | 2,892 | EPS -23.5% · sales +18.7% | vs 2022Q4, year-ago quarter · EPS -29.2% · sales +34.4% | 7 EPS · 5 sales | Open -1.78% vs SPY +1.37%. Close -5.40% vs SPY +2.07% |
| 2023Q3ended 2023-09-30 | 2023-11-07 16:30 | 1.230 | 1.129 | 1.572 | 2,778 | 2,839 | EPS +9.0% · sales -2.2% | vs 2022Q3, year-ago quarter · EPS +19.6% · sales -13.4% | 5 EPS · 4 sales | - |
| 2023Q2ended 2023-06-30 | 2023-08-08 16:30 | 1.010 | 1.026 | 0.808 | 3,068 | 2,676 | EPS -1.6% · sales +14.7% | vs 2022Q2, year-ago quarter · EPS -44.7% · sales +16.6% | 5 EPS · 4 sales | - |
| 2023Q1ended 2023-03-31 | 2023-05-03 16:30 | 0.520 | 0.811 | -0.219 | 2,474 | 2,435 | EPS -35.8% · sales +1.6% | vs 2022Q1, year-ago quarter · EPS -60.5% · sales -31.9% | 6 EPS · 4 sales | - |
| 2022Q4ended 2022-12-31 | 2023-02-22 16:30 | 1.060 | 1.152 | 0.251 | 2,553 | 2,939 | EPS -8.0% · sales -13.1% | vs 2021Q4, year-ago quarter · EPS -48.9% · sales -46.8% | 6 EPS · 3 sales | - |
Annual earnings
2025FY EPS 4.970 missed 5.113, from 4.463 a year earlier. Sales 14,445 beat 14,100, from 13,681 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 | - | 5.837 | - | - | 15,337 | 7.38 |
| 2027FYestimate | - | 5.310 | - | - | 14,593 | 8.12 |
| 2026FYestimate | - | 4.900 | - | - | 14,494 | 8.80 |
| 2025FY | 4.970 | 5.113 | 2.210 | 14,445 | 14,100 | 10.98 |
| 2024FY | 4.463 | 4.369 | 4.652 | 13,681 | 13,282 | 12.13 |
| 2023FY | 3.550 | 3.954 | 1.908 | 11,752 | 11,310 | 13.85 |
| 2022FY | 5.360 | 5.462 | 4.672 | 11,556 | 12,373 | 6.77 |
| 2021FY | 7.594 | 6.974 | 8.439 | 15,643 | 13,909 | 6.37 |
| 2020FY | 5.133 | 4.446 | 4.990 | 10,778 | 9,991 | 7.06 |
| 2019FY | 3.259 | 3.240 | 3.834 | 8,469 | 8,318 | 12.90 |
| 2018FY | 2.595 | 2.638 | 2.259 | 7,594 | 7,810 | 11.23 |
| 2017FY | 2.182 | 2.382 | 2.773 | 7,663 | 7,822 | 16.66 |
| 2016FY | 1.714 | 1.652 | 1.857 | 8,219 | 8,115 | 13.25 |
| 2015FY | 1.499 | 1.487 | 1.432 | 7,534 | 7,457 | 28.76 |
| 2014FY | 1.194 | 1.195 | 0.770 | 6,490 | 6,779 | 36.11 |
| 2013FY | 1.080 | 1.057 | 0.975 | 8,565 | 8,372 | 39.92 |
| 2012FY | 1.529 | 1.514 | 1.529 | 6,871 | 7,140 | 28.20 |
| 2011FY | 0.947 | 0.884 | 0.947 | 4,690 | 4,963 | 45.52 |
| 2010FY | 0.918 | 0.760 | 0.918 | 5,740 | 5,489 | 46.94 |
Quarterly results
2026Q3 revenue 3,583, from 4,029 a year earlier
From the quarterly statement. Not an estimate.
Estimate revisions
Latest snapshot of each period and type. 2026FY E 4.90 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | E | per share | 2026-11-10 | 4.90 | -0.3% |
| 2026Q4 | E | per share | 2026-11-10 | 1.27 | -0.9% |
| 2026FY | R | per share | 2026-11-06 | 5.44 | +24.4% |
| 2026Q4 | R | per share | 2026-11-06 | 1.09 | -5.2% |
| 2026FY | S | USD millions | 2026-11-06 | 14,494 | -1.8% |
| 2026Q4 | S | USD millions | 2026-11-06 | 3,639 | -1.6% |
| 2026Q3 | E | per share | 2026-10-26 | 1.32 | -2.1% |
| 2026Q3 | R | per share | 2026-10-26 | 1.25 | -4.5% |
| 2026Q3 | S | USD millions | 2026-10-26 | 3,782 | -1.4% |
| 2026Q2 | E | per share | 2026-07-22 | 1.31 | -1.7% |
| 2026Q2 | R | per share | 2026-07-22 | 1.32 | 0.0% |
| 2026Q2 | S | USD millions | 2026-07-22 | 3,789 | -0.5% |
| 2026Q1 | E | per share | 2026-05-06 | 1.09 | 0.0% |
| 2026Q1 | R | per share | 2026-05-06 | 1.02 | 0.0% |
| 2026Q1 | S | USD millions | 2026-05-06 | 3,613 | 0.0% |
| 2025FY | E | per share | 2026-01-23 | 5.11 | +0.8% |
| 2025Q4 | E | per share | 2026-01-23 | 1.49 | +0.9% |
| 2025FY | R | per share | 2026-01-23 | 3.93 | +1.5% |
| 2025Q4 | R | per share | 2026-01-23 | 1.35 | +2.3% |
| 2025FY | S | USD millions | 2026-01-22 | 14,100 | 0.0% |
| 2025Q4 | S | USD millions | 2026-01-21 | 3,659 | 0.0% |
| 2025Q3 | E | per share | 2025-10-26 | 1.42 | 0.0% |
| 2025Q3 | R | per share | 2025-10-22 | 1.40 | 0.0% |
| 2025Q3 | S | USD millions | 2025-10-21 | 3,568 | 0.0% |
| 2025Q2 | E | per share | 2025-07-27 | 1.37 | 0.0% |
| 2025Q2 | S | USD millions | 2025-07-23 | 3,538 | 0.0% |
| 2025Q2 | R | per share | 2025-07-14 | 1.38 | -2.8% |
| 2025Q1 | E | per share | 2025-05-07 | 1.10 | 0.0% |
| 2025Q1 | R | per share | 2025-05-07 | 1.03 | 0.0% |
| 2025Q1 | S | USD millions | 2025-05-07 | 3,324 | 0.0% |
| 2024FY | E | per share | 2025-02-02 | 4.53 | 0.0% |
| 2024Q4 | E | per share | 2025-01-28 | 1.22 | -0.1% |
| 2024FY | R | per share | 2025-01-22 | 4.16 | 0.0% |
| 2024FY | S | USD millions | 2025-01-22 | 13,282 | 0.0% |
| 2024Q4 | S | USD millions | 2025-01-22 | 3,329 | 0.0% |
| 2024Q4 | R | per share | 2025-01-21 | 1.12 | 0.0% |
| 2024Q3 | E | per share | 2024-10-20 | 1.39 | 0.0% |
| 2024Q3 | R | per share | 2024-10-20 | 1.33 | 0.0% |
| 2024Q3 | S | USD millions | 2024-10-20 | 3,315 | 0.0% |
| 2024Q2 | E | per share | 2024-07-25 | 1.29 | +0.0% |
| 2024Q2 | S | USD millions | 2024-07-25 | 3,200 | 0.0% |
| 2024Q2 | R | per share | 2024-07-23 | 1.23 | 0.0% |
| 2024Q1 | E | per share | 2024-05-07 | 0.84 | 0.0% |
| 2024Q1 | R | per share | 2024-05-07 | 0.79 | 0.0% |
| 2024Q1 | S | USD millions | 2024-05-07 | 2,719 | 0.0% |
| 2023FY | E | per share | 2024-02-20 | 3.95 | 0.0% |
| 2023FY | S | USD millions | 2024-02-01 | 11,310 | 0.0% |
| 2023FY | R | per share | 2024-01-22 | 3.02 | -1.3% |
Estimate history
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 2.773 | 2.259 | 3.834 | 4.99 | 8.439 | 4.672 | 1.908 | 4.652 | 2.213 | 3.9178 | - |
| Sales USD millions | 7,662 | 7,585 | 8,469 | 10,815 | 15,635 | 11,606 | 11,788 | 13,714 | 14,505 | 14,915 | - |
| Shares million shares | 274 | 275 | 276 | 291 | 284 | 272 | 273 | 275 | 271 | - | 268 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 0.974 | 1.648 | 0.304 | 1.018 | 1.326 | -0.435 | 0.903 | 1.079 | 2.371 |
| Sales USD millions | 3,603 | 3,622 | 2,751 | 3,656 | 4,029 | 4,067 | 3,224 | 4,041 | 3,583 |
| Shares million shares | 274 | 275 | 275 | 272 | 271 | 271 | 269 | 268 | 268 |
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 | 14,915.00 | 14,505.00+5.8% | 13,714.00+16.3% | 11,788.00+1.6% | 11,606.00-25.8% | 15,635.00+44.6% | 10,815.00+27.7% | 8,469.00+11.7% | 7,585.00 |
| Losses, Claims & Reserves | 3,168.00 | 4,392.00+9.9% | 3,998.00+3.7% | 3,855.00+207.9% | 1,252.00-50.4% | 2,523.00+119.6% | 1,149.00+378.7% | 240.00+8.6% | 221.00 |
| Selling, General and Administrative Incl. Other | 8,963.00 | 8,414.00+8.8% | 7,732.00+10.0% | 7,030.00-17.0% | 8,468.00-14.7% | 9,923.00+28.0% | 7,755.00+13.8% | 6,813.00+3.5% | 6,580.00 |
| Operating Income before Interest Expense | 2,784.00 | 1,699.00-14.4% | 1,984.00+119.7% | 903.00-52.1% | 1,886.00-40.9% | 3,189.00+66.9% | 1,911.00+35.0% | 1,416.00+80.6% | 784.00 |
| Interest Expense | 243.00 | 242.00+15.8% | 209.00+20.1% | 174.00+51.3% | 115.00+0.9% | 114.00+26.7% | 90.00+91.5% | 47.00+9.3% | 43.00 |
| Unusual Expense | 9.00 | 60.00+81.8% | 33.00-8.3% | 36.00-12.2% | 41.00 | -8.00-121.6% | 37.00 | - | - |
| Net Income Before Taxes | 2,532.00 | 1,397.00-19.8% | 1,742.00+151.4% | 693.00-59.9% | 1,730.00-43.9% | 3,083.00+72.8% | 1,784.00+30.3% | 1,369.00+82.5% | 750.00 |
| Income Taxes | 1,171.00 | 753.00+105.2% | 367.00+91.1% | 192.00-56.3% | 439.00-38.4% | 713.00+121.4% | 322.00+4.5% | 308.00+156.7% | 120.00 |
| Consolidated Net Income | 1,359.00 | 679.00-51.2% | 1,391.00+168.5% | 518.00-60.3% | 1,306.00-46.3% | 2,434.00+64.8% | 1,477.00+37.3% | 1,076.00+69.4% | 635.00 |
| Net Income From Continuing Operations | 1,047.00 | 602.00-52.6% | 1,270.00+145.6% | 517.00-60.0% | 1,294.00-46.4% | 2,414.00+66.3% | 1,452.00+36.7% | 1,062.00+69.1% | 628.00 |
| Net Income | 1,047.00 | 602.00-52.6% | 1,270.00+145.6% | 517.00-60.0% | 1,294.00-46.6% | 2,422.00+69.7% | 1,427.00+34.4% | 1,062.00+69.1% | 628.00 |
| EPS (Recurring) per share | 3.94 | 2.37-50.0% | 4.74+137.0% | 2.00-58.2% | 4.78-43.2% | 8.42+65.7% | 5.08+32.6% | 3.83+69.5% | 2.26 |
| EPS (Basic, Before Extraordinaries) per share | 3.93 | 2.22-52.7% | 4.69+145.5% | 1.91-59.4% | 4.71-44.6% | 8.50+69.3% | 5.02+29.0% | 3.89+69.1% | 2.30 |
| EPS (Diluted) per share | 3.92 | 2.21-52.5% | 4.65+143.5% | 1.91-59.1% | 4.67-44.7% | 8.44+69.1% | 4.99+30.3% | 3.83+69.5% | 2.26 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 9.00 |
| 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 | 76.63 | 69.52+7.3% | 64.78+36.7% | 47.40+22.4% | 38.71+29.3% | 29.93+5.1% | 28.47+2.6% | 27.74+13.3% | 24.49 |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 11.00 | 11.00 | 19.66 | 20.39 | 6.37 | 5.73 | 7.38 | 10.97 | 12.90 |
| Price To Sales Ratio ratio | 0.69 | 1.02 | 1.12 | 1.17 | 0.90 | 0.96 | 1.03 | 1.48 | 1.15 |
| Operating Margin % | 18.67 | 11.71 | 14.47 | 7.66 | 16.25 | 20.40 | 17.67 | 16.72 | 10.34 |
| Net Margin % | 7.02 | 4.15 | 9.26 | 4.39 | 11.15 | 15.49 | 13.19 | 12.54 | 8.28 |
| Shares Outstanding million shares | 268.00 | 271.00-1.5% | 275.00+0.6% | 273.25+0.3% | 272.31-4.0% | 283.78-2.6% | 291.45+5.8% | 275.56+0.1% | 275.37 |
| Market Capitalization | 11,559.12 | 11,559.12-21.9% | 14,808.90+10.6% | 13,385.48+35.6% | 9,868.95-28.3% | 13,757.86+29.3% | 10,637.68-8.0% | 11,559.80+44.2% | 8,018.37 |
| Operating Income after Interest Expense | - | 1,457.00-17.9% | 1,775.00+143.5% | 729.00-58.8% | 1,771.00-42.4% | 3,075.00+68.9% | 1,821.00+33.0% | 1,369.00+84.8% | 741.00 |
| 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 | 3,583.00-11.1% | 4,041.00+10.5% | 3,224.00+17.2% | 4,067.00+12.3% | 4,029.00+11.8% | 3,656.00+14.6% | 2,751.00-16.6% | 3,622.00+5.4% |
| Losses, Claims & Reserves | -66.00-105.1% | 1,259.00+19.3% | 619.00-9.9% | 1,356.00+53.0% | 1,294.00+5.5% | 1,055.00+53.1% | 687.00-42.6% | 886.00-50.7% |
| Selling, General and Administrative Incl. Other | 2,339.00+5.2% | 2,393.00+12.0% | 2,048.00+9.5% | 2,183.00+7.1% | 2,223.00+10.8% | 2,137.00+8.8% | 1,871.00+8.6% | 2,038.00+15.9% |
| Operating Income before Interest Expense | 1,310.00+155.9% | 389.00-16.2% | 557.00+188.6% | 528.00-24.4% | 512.00+38.8% | 464.00-13.4% | 193.00-49.2% | 698.00 |
| Interest Expense | 60.000.0% | 61.000.0% | 61.00+1.7% | 61.00+7.0% | 60.00+7.1% | 61.00+29.8% | 60.00+22.4% | 57.00+26.7% |
| Operating Income after Interest Expense | 1,250.00+176.5% | 328.00-18.6% | 496.00+272.9% | 467.00-27.1% | 452.00+44.4% | 403.00-17.6% | 133.00-59.8% | 641.00 |
| Unusual Expense | 5.00 | -10.00-147.6% | -2.00-109.1% | 16.00+1500.0% | -1.00 | 21.00-32.3% | 22.00 | 1.00-83.3% |
| Net Income Before Taxes | 1,245.00+174.8% | 338.00-11.5% | 498.00+348.6% | 451.00-29.5% | 453.00+44.7% | 382.00-16.6% | 111.00-66.5% | 640.00 |
| Income Taxes | 397.00+341.1% | 63.00-35.7% | 175.00+503.4% | 536.00+272.2% | 90.00+104.5% | 98.00-15.5% | 29.00-54.0% | 144.00 |
| Consolidated Net Income | 848.00+118.0% | 276.00-5.8% | 321.00+286.7% | -86.00-116.9% | 389.00+43.5% | 293.00-14.6% | 83.00-69.1% | 508.00 |
| Net Income From Continuing Operations | 633.00+76.8% | 288.00+3.6% | 243.00+192.8% | -117.00-126.0% | 358.00+34.6% | 278.00-9.2% | 83.00-66.5% | 450.00 |
| Net Income | 633.00+76.8% | 288.00+3.6% | 243.00+192.8% | -117.00-126.0% | 358.00+34.6% | 278.00-9.2% | 83.00-66.5% | 450.00 |
| EPS (Recurring) per share | 2.38+80.3% | 1.05-1.9% | 0.90+150.0% | -0.39-123.6% | 1.32+36.1% | 1.07-10.8% | 0.36-60.4% | 1.65 |
| EPS (Basic, Before Extraordinaries) per share | 2.38+78.9% | 1.08+5.9% | 0.90+200.0% | -0.43-126.1% | 1.33+35.7% | 1.02-9.7% | 0.30-67.4% | 1.65 |
| EPS (Diluted) per share | 2.37+78.2% | 1.08+5.9% | 0.90+200.0% | -0.43-126.1% | 1.33+37.1% | 1.02-8.9% | 0.30-67.0% | 1.65 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 20.54-31.6% | 18.96+20.0% | 18.17+9.5% | 18.96-29.4% | 30.02+171.4% | 15.80+25.0% | 16.59+31.3% | 26.86+112.5% |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 11.00 | 16.77 | 20.96 | 12.71 | 14.78 | 13.35 | 13.48 | 19.66 |
| Price To Sales Ratio ratio | 0.69 | 0.82 | 0.83 | 1.01 | 1.16 | 1.12 | 1.35 | 1.12 |
| Operating Margin % | 36.56 | 9.63 | 17.28 | 12.98 | 12.71 | 12.69 | 7.02 | 19.27 |
| Net Margin % | 17.67 | 7.13 | 7.54 | -2.88 | 8.89 | 7.60 | 3.02 | 12.42 |
| Shares Outstanding million shares | 268.00-1.1% | 268.00-1.5% | 269.00-2.2% | 271.00-1.5% | 271.00-1.1% | 272.00-0.4% | 275.00+0.6% | 275.00+0.6% |
| Market Capitalization | 11,559.12-27.0% | 12,693.49-14.5% | 12,575.38-27.1% | 14,800.60-0.1% | 15,844.64-3.1% | 14,841.89+14.0% | 17,251.89+23.4% | 14,808.90+10.6% |
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 | 2,636.00-24.2% | 3,479.00+25.7% | 2,767.00+21.0% | 2,286.00-47.6% | 4,360.00+60.4% | 2,719.00+97.6% | 1,376.00+9.5% | 1,257.00+13.2% | 1,110.00 |
| Investments | 68,029.00+13.6% | 59,884.00+13.6% | 52,715.00+23.4% | 42,728.00+6.1% | 40,289.00+19.4% | 33,753.00+693.6% | 4,253.00+24.6% | 3,412.00+5.9% | 3,221.00 |
| Premium Balance Receivables - Insurance | 285.00+50.8% | 189.00+114.8% | 88.00-24.8% | 117.00-79.0% | 557.00+27.5% | 437.00+26.3% | 346.00+13.1% | 306.00-3.5% | 317.00 |
| Net Property, Plant & Equipment | 949.00+0.5% | 944.00+1.1% | 934.00-3.8% | 971.00+1.0% | 961.00+0.3% | 958.00-3.2% | 990.00+74.0% | 569.00-3.7% | 591.00 |
| Investment in Unconsolidated Affiliates | 5,166.00+38.5% | 3,731.00+11.9% | 3,334.00+26.2% | 2,642.00+6.3% | 2,486.00+92.1% | 1,294.00+887.8% | 131.00-4.4% | 137.00-8.7% | 150.00 |
| Deferred Tax Assets | 2,707.00+10.1% | 2,459.00+22.7% | 2,004.00+22.9% | 1,630.00+38.4% | 1,178.00+2.3% | 1,151.00+946.4% | 110.000.0% | 110.00-22.5% | 142.00 |
| Other Intangible Assets | 14,398.00+5.4% | 13,656.00+15.7% | 11,799.00+7.4% | 10,981.00+32.3% | 8,299.00+2.7% | 8,083.00+125.7% | 3,581.00-1.1% | 3,620.00-3.8% | 3,762.00 |
| Total Assets | 94,170.00+15.0% | 81,883.00+11.2% | 73,641.00+20.0% | 61,355.00+5.5% | 58,130.00+20.1% | 48,395.00+348.6% | 10,787.00+14.6% | 9,411.00+1.3% | 9,293.00 |
| Insurance Policy Liabilities - Insurance | 58,633.00+8.3% | 54,137.00+10.2% | 49,136.00+15.2% | 42,647.00+10.7% | 38,511.00+23.3% | 31,228.00+1969.4% | 1,509.00+1.4% | 1,488.00-0.1% | 1,490.00 |
| Total Debt | 4,768.00+1.3% | 4,706.00+9.9% | 4,281.00+17.1% | 3,656.00+4.2% | 3,510.00+14.1% | 3,076.00+140.3% | 1,280.00+53.1% | 836.00+10.1% | 759.00 |
| Long Term Debt | 4,638.00-1.4% | 4,706.00+24.7% | 3,774.00+3.2% | 3,656.00+23.3% | 2,965.00+1.2% | 2,929.00+158.1% | 1,135.00+35.8% | 836.00+10.1% | 759.00 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 3,146.00+46.7% | 2,144.00+5.5% | 2,033.00+19.5% | 1,701.00+23.0% | 1,383.00-4.7% | 1,451.00+268.3% | 394.00+16.9% | 337.00+8.4% | 311.00 |
| Other Liabilities | 18,651.00+28.6% | 14,508.00+35.2% | 10,731.00+58.2% | 6,782.00+28.7% | 5,269.00+24.0% | 4,248.00+124.2% | 1,895.00+6.6% | 1,778.00-7.5% | 1,922.00 |
| Total Liabilities | 85,198.00+16.2% | 73,351.00+10.8% | 66,181.00+20.8% | 54,786.00+12.6% | 48,673.00+21.7% | 40,003.00+687.8% | 5,078.00+14.4% | 4,439.00-1.0% | 4,482.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 7,424.00-4.3% | 7,754.00+12.2% | 6,908.00+12.9% | 6,116.00-35.0% | 9,414.00+12.7% | 8,351.00+55.2% | 5,382.00+16.2% | 4,630.00+4.1% | 4,447.00 |
| Total Shareholders Equity | 7,424.00-4.3% | 7,754.00+12.2% | 6,908.00+12.9% | 6,116.00-35.0% | 9,414.00+12.7% | 8,351.00+55.2% | 5,382.00+16.2% | 4,630.00+4.1% | 4,447.00 |
| Accumulated Minority Interest | 1,548.00+99.0% | 778.00+40.9% | 552.00+21.9% | 453.00+953.5% | 43.00+4.9% | 41.00-87.5% | 327.00-4.4% | 342.00-6.0% | 364.00 |
| Total Equity | 8,972.00+5.2% | 8,532.00+14.4% | 7,460.00+13.6% | 6,569.00-30.5% | 9,457.00+12.7% | 8,392.00+47.0% | 5,709.00+14.8% | 4,972.00+3.3% | 4,811.00 |
| Total Liabilities & Stockholders Equity | 94,170.00+15.0% | 81,883.00+11.2% | 73,641.00+20.0% | 61,355.00+5.5% | 58,130.00+20.1% | 48,395.00+348.6% | 10,787.00+14.6% | 9,411.00+1.3% | 9,293.00 |
| Book Value Per Share per share | 27.39-2.9% | 28.20+11.6% | 25.28+12.6% | 22.46-32.3% | 33.17+15.8% | 28.65+46.7% | 19.53+16.2% | 16.81+3.8% | 16.20 |
| Tangible Book Value Per Share per share | -16.56 | -12.70 | -9.33 | -8.56-204.8% | 8.17+49.6% | 5.46-32.6% | 8.10+60.4% | 5.05+27.8% | 3.95 |
| Full-Time Employees people | 24,535+4.3% | 23,533+5.6% | 22,293+2.5% | 21,759-23.1% | 28,290+4.6% | 27,058+8.0% | 25,063+6.9% | 23,436-3.8% | 24,367 |
| Price to Book Ratio ratio | 1.57 | 1.83 | 2.17 | 1.73 | 1.46 | 1.26 | 2.15 | 1.73 | 2.33 |
| Return on Assets % | 0.68 | 1.63 | 0.76 | 2.17 | 4.53 | 4.91 | 10.52 | 6.72 | 5.15 |
| Return on Equity % | 7.93 | 17.32 | 8.25 | 16.66 | 27.18 | 21.15 | 21.21 | 13.84 | 11.80 |
| Return on Invested Capital % | 4.99 | 10.19 | 4.84 | 13.24 | 19.57 | 12.65 | 16.30 | 11.49 | 14.81 |
| Current Ratio ratio | - | - | - | - | 13.71 | 65.11 | 1.12 | 1.04 | 0.90 |
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 | 2,027.00 | 1,169.00-44.6% | 2,112.00+18.6% | 1,781.00-6.2% | 1,899.00-29.5% | 2,692.00+40.5% | 1,916.00+90.1% | 1,008.00-2.2% | 1,031.00 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 4,517.00 | 5,353.00+0.5% | 5,324.00+4.0% | 5,120.00+83.4% | 2,791.00+47.8% | 1,889.00 | -97.00-161.0% | 159.00 | -15.00 |
| Cash from Operating Activities | 6,544.00 | 6,522.00-12.3% | 7,436.00+7.8% | 6,901.00+47.1% | 4,690.00+2.4% | 4,581.00+151.8% | 1,819.00+55.9% | 1,167.00+14.9% | 1,016.00 |
| Capital Expenditures | -129.00 | -147.00 | -146.00 | -132.00 | -138.00 | -131.00 | -110.00 | -96.00 | -83.00 |
| Net Assets From Acquisitions | -29.00 | -62.00 | -586.00 | -299.00 | -180.00 | -100.00 | -1,076.00 | -4.00 | -30.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 167.00+4075.0% | 4.00-92.6% | 54.00 |
| Purchase or Sale of Investments | -5,795.00 | -9,408.00 | -7,758.00 | -9,066.00 | -10,456.00 | -7,698.00 | -1,549.00 | -465.00 | -367.00 |
| Purchase of Investments | -26,121.00 | -25,691.00 | -20,032.00 | -15,281.00 | -16,796.00 | -17,760.00 | -5,286.00 | -1,296.00 | -1,560.00 |
| Sale Or Maturity of Investments | 20,326.00 | 16,283.00+32.7% | 12,274.00+97.5% | 6,215.00-2.0% | 6,340.00-37.0% | 10,062.00+169.3% | 3,737.00+349.7% | 831.00-30.3% | 1,193.00 |
| Other Uses | -33.00 | -16.00 | -21.00 | -19.00 | -99.00 | -11.00 | -4.00 | -8.00 | -1.00 |
| Other Sources | 5.00 | 5.00-82.1% | 28.00+833.3% | 3.00-78.6% | 14.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -5,981.00 | -9,628.00 | -8,483.00 | -9,513.00 | -10,859.00 | -7,940.00 | -2,572.00 | -569.00 | -427.00 |
| Cash Dividends Paid | -557.00 | -546.00 | -532.00 | -500.00 | -489.00 | -446.00 | -389.00 | -344.00 | -328.00 |
| Change in Capital Stock | -335.00 | -285.00 | -34.00 | -45.00 | -544.00 | -432.00 | -272.00 | -47.00 | -1.00 |
| Repurchase of Common Pref Stock | -335.00 | -289.00 | -55.00 | -60.00 | -583.00 | -480.00 | -334.00 | -86.00 | -20.00 |
| Sale of Common Pref Stock | 0.00 | 4.00-81.0% | 21.00+40.0% | 15.00-61.5% | 39.00-18.8% | 48.00-22.6% | 62.00+59.0% | 39.00+105.3% | 19.00 |
| 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 | -11.00 | 191.00-55.9% | 433.00-33.4% | 650.00+345.2% | 146.00-67.0% | 443.00-63.8% | 1,224.00 | 0.00 | -70.00 |
| Change in Long Term Debt | -11.00 | 106.00 | -365.00 | -185.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance of Long Term Debt | -11.00 | 106.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | -365.00 | -185.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | -306.00 | 2,903.00+53.4% | 1,892.00-36.7% | 2,988.00-40.0% | 4,982.00-8.3% | 5,435.00+254.5% | 1,533.00 | -88.00 | -43.00 |
| Other Financing Activities Uses | -8,814.00 | -8,852.00 | -8,255.00 | -4,799.00 | -3,548.00 | -2,955.00 | -1,434.00 | -88.00 | -43.00 |
| Cash from Financing Activities | -1,199.00 | 2,263.00+28.7% | 1,759.00-43.1% | 3,093.00-24.5% | 4,095.00-18.1% | 5,000.00+138.5% | 2,096.00 | -479.00 | -442.00 |
| Net Change in Cash | -636.00 | -843.00-218.4% | 712.00+48.0% | 481.00 | -2,074.00-226.4% | 1,641.00+22.2% | 1,343.00+1028.6% | 119.00-19.0% | 147.00 |
| Free Cash Flow | 6,415.00 | 6,375.00-12.6% | 7,290.00+7.7% | 6,769.00+48.7% | 4,552.00+2.3% | 4,450.00+160.4% | 1,709.00+59.6% | 1,071.00+14.8% | 933.00 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow ratio | 1.76 | 2.55 | 2.27 | 2.21 | 2.56 | 3.74 | 8.47 | 17.28 | 14.45 |
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 | 2,858.00-18.2% | 3,582.00+9.5% | 2,467.00-45.0% | 2,636.00-24.2% | 3,494.00-29.7% | 3,272.00-33.1% | 4,484.00+27.5% | 3,479.00+25.7% |
| Investments | 68,252.00+3.5% | 68,694.00+8.1% | 67,933.00+13.5% | 68,029.00+13.6% | 65,960.00+11.6% | 63,553.00+15.4% | 59,865.00+11.4% | 59,884.00+13.6% |
| Net Property, Plant & Equipment | 972.00+2.2% | 949.00-0.9% | 947.00-0.5% | 949.00+0.5% | 951.00+0.7% | 958.00+2.0% | 952.00+1.8% | 944.00+1.1% |
| Investment in Unconsolidated Affiliates | 5,342.00+8.5% | 5,247.00+17.4% | 5,299.00+23.2% | 5,166.00+38.5% | 4,925.00+27.1% | 4,469.00+13.7% | 4,302.00+18.4% | 3,731.00+11.9% |
| Deferred Tax Assets | - | - | - | 2,707.00+10.1% | - | - | - | 2,459.00+22.7% |
| Other Intangible Assets | 14,986.00+5.4% | 14,813.00+5.2% | 14,566.00+6.6% | 14,398.00+7.0% | 14,216.00+7.5% | 14,085.00+9.8% | 13,663.00+9.8% | 13,450.00+14.0% |
| Total Assets | 92,753.00+3.3% | 93,649.00+8.2% | 91,520.00+9.7% | 94,170.00+11.9% | 89,788.00+9.1% | 86,550.00+11.3% | 83,453.00+12.2% | 84,136.00+14.3% |
| Insurance Policy Liabilities - Insurance | 55,995.00-2.7% | 57,192.00+2.3% | 56,915.00+4.5% | 58,633.00+8.3% | 57,543.00+7.3% | 55,901.00+6.7% | 54,462.00+8.1% | 54,137.00+10.2% |
| Total Debt | 4,762.00-0.2% | 4,742.00-0.7% | 4,769.000.0% | 4,768.00+1.3% | 4,770.00+4.4% | 4,775.00+4.7% | 4,770.00+11.6% | 4,706.00+9.9% |
| Long Term Debt | 4,762.00-0.2% | 4,742.00-0.7% | 4,769.000.0% | 4,638.00+8.5% | 4,770.00+13.5% | 4,775.00+13.8% | 4,770.00+11.6% | 4,273.00+13.2% |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 473.00 | 451.00 | 438.00 | 3,146.00+46.7% | - | - | - | 2,144.00+5.5% |
| Other Liabilities | 22,862.00+26.0% | 22,455.00+31.7% | 20,679.00+34.1% | 18,651.00+27.6% | 18,141.00+19.8% | 17,055.00+32.9% | 15,424.00+29.9% | 14,617.00+36.2% |
| Total Liabilities | 84,092.00+4.5% | 84,840.00+9.1% | 82,801.00+10.9% | 85,198.00+12.7% | 80,454.00+9.7% | 77,731.00+11.4% | 74,656.00+12.2% | 75,604.00+14.2% |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 7,371.00-11.8% | 7,453.00-5.7% | 7,254.00-8.1% | 7,424.00-4.3% | 8,355.00+3.4% | 7,906.00+8.9% | 7,893.00+10.8% | 7,754.00+12.2% |
| Total Shareholders Equity | 7,371.00-11.8% | 7,453.00-5.7% | 7,254.00-8.1% | 7,424.00-4.3% | 8,355.00+3.4% | 7,906.00+8.9% | 7,893.00+10.8% | 7,754.00+12.2% |
| Accumulated Minority Interest | 1,290.00+31.8% | 1,356.00+48.5% | 1,465.00+62.1% | 1,548.00+99.0% | 979.00+19.4% | 913.00+26.6% | 904.00+27.0% | 778.00+40.9% |
| Total Equity | 8,661.00-7.2% | 8,809.00-0.1% | 8,719.00-0.9% | 8,972.00+5.2% | 9,334.00+4.9% | 8,819.00+10.5% | 8,797.00+12.2% | 8,532.00+14.4% |
| Total Liabilities & Stockholders Equity | 92,753.00+3.3% | 93,649.00+8.2% | 91,520.00+9.7% | 94,170.00+11.9% | 89,788.00+9.1% | 86,550.00+11.3% | 83,453.00+12.2% | 84,136.00+14.3% |
| Book Value Per Share per share | 27.50-10.8% | 27.81-4.3% | 26.97-6.0% | 27.39-2.9% | 30.83+4.5% | 29.07+9.3% | 28.70+10.0% | 28.20+11.6% |
| Tangible Book Value Per Share per share | -18.44 | -17.35 | -17.56 | -16.56 | -12.50 | -13.57 | -12.69 | -12.70 |
| Full-Time Employees people | - | - | - | 24,535+4.3% | - | - | - | 23,533+5.6% |
| Price to Book Ratio ratio | 1.57 | 1.75 | 1.69 | 1.77 | 2.01 | 1.88 | 2.23 | 1.83 |
| Return on Assets % | 1.15 | 0.86 | 0.87 | 0.68 | 1.36 | 1.31 | 1.40 | 1.61 |
| Return on Equity % | 13.32 | 10.05 | 10.06 | 7.93 | 14.22 | 14.20 | 14.72 | 17.32 |
| Return on Invested Capital % | 5.22 | 2.36 | 2.02 | -0.97 | 2.73 | 2.19 | 0.66 | 3.74 |
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 | 471.00 | 916.00+59.0% | 409.00-13.5% | 231.00-72.2% | -111.00-120.1% | 576.00+34.0% | 473.00+58.7% | 832.00+101.9% |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 1,114.00-29.1% | 1,176.00-17.1% | 588.00-18.7% | 1,639.00+54.6% | 1,572.00-17.9% | 1,419.00+39.0% | 723.00-45.6% | 1,060.00-46.2% |
| Cash from Operating Activities | 1,585.00+8.5% | 2,092.00+4.9% | 997.00-16.6% | 1,870.00-1.2% | 1,461.00-40.8% | 1,995.00+37.5% | 1,196.00-26.5% | 1,892.00-20.6% |
| Capital Expenditures | -32.00 | -36.00 | -27.00 | -34.00 | -38.00 | -38.00 | -37.00 | -30.00 |
| Net Assets From Acquisitions | -27.00 | 0.00 | 0.00 | -2.00 | -51.00 | -9.00 | 0.00 | -16.00 |
| Sale of Fixed Assets and Businesses | -34.00 | -39.00 | 73.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -1,657.00 | -104.00 | -1,105.00 | -2,929.00 | -2,122.00 | -3,525.00 | -832.00 | -3,191.00 |
| Purchase of Investments | -5,939.00 | -8,275.00 | -4,343.00 | -7,564.00 | -5,569.00 | -6,765.00 | -5,793.00 | -6,487.00 |
| Sale Or Maturity of Investments | 4,282.00+24.2% | 8,171.00+152.2% | 3,238.00-34.7% | 4,635.00+40.6% | 3,447.00-2.4% | 3,240.00+47.9% | 4,961.00+52.4% | 3,296.00+2204.9% |
| Other Uses | 0.00-100.0% | -13.00 | -8.00 | -12.00 | 3.00 | -7.00-333.3% | 0.00 | -21.00 |
| Other Sources | 0.00 | 0.00 | 0.00-100.0% | 5.00-66.7% | 0.00 | -3.00 | 3.00-88.0% | 15.00 |
| Cash from Investing Activities | -1,750.00 | -192.00 | -1,067.00 | -2,972.00 | -2,208.00 | -3,582.00 | -866.00 | -3,243.00 |
| Cash Dividends Paid | -139.00 | -138.00 | -140.00 | -140.00 | -135.00 | -135.00 | -136.00 | -141.00 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -6.00 | -153.00 | -108.00 | -68.00 | -39.00-657.1% | -158.00-1855.6% | -20.00-2100.0% | -51.00 |
| Repurchase of Common Pref Stock | -6.00 | -153.00 | -108.00 | -68.00 | -43.00 | -154.00 | -24.00 | -55.00 |
| Sale of Common Pref Stock | 0.00-100.0% | 0.00 | 0.00-100.0% | 0.00-100.0% | 4.00-42.9% | -4.00-144.4% | 4.00+300.0% | 4.00-73.3% |
| 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 | 0.00 | 0.00 | 0.00-100.0% | -1.00-100.8% | -10.00 | 0.00-100.0% | 202.00+10000.0% | 133.00-31.1% |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00-100.0% | -11.00 | 0.00 | 0.00 | 117.00 | -365.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00-100.0% | -11.00 | 0.00 | 0.00 | 117.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -365.00 |
| Net Financing Active Other Cash Flow | -414.00-135.9% | -494.00-174.0% | 149.00-76.3% | 453.00 | 1,153.00 | 668.00-62.0% | 629.00+64.7% | -81.00-113.8% |
| Other Financing Activities Uses | -1,611.00 | -2,476.00 | -2,590.00 | -2,137.00 | -2,227.00 | -2,251.00 | -2,237.00 | -1,640.00 |
| Cash from Financing Activities | -559.00-157.7% | -785.00-309.3% | -99.00-114.7% | 244.00 | 969.00 | 375.00-80.6% | 675.00+164.7% | -140.00-122.4% |
| Net Change in Cash | -724.00-426.1% | 1,115.00 | -169.00-116.8% | -858.00 | 222.00+177.5% | -1,212.00-188.3% | 1,005.00+34.0% | -1,491.00 |
| Free Cash Flow | 1,553.00+9.1% | 2,056.00+5.1% | 970.00-16.3% | 1,836.00-1.4% | 1,423.00-41.3% | 1,957.00+38.8% | 1,159.00-27.2% | 1,862.00-20.9% |
| Price to Free Cash Flow ratio | 1.76 | 2.20 | 2.21 | 2.52 | 2.79 | 2.23 | 2.81 | 2.27 |
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 |
|---|---|---|---|---|
| United States | 13,681.00 | 14,445.00 | +5.6% | 100.0% |
| Total | 13,681.00 | 14,445.00 | +5.6% | 100.0% |
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| Consolidation, Policy | -108.00 | -117.00 | +8.3% | -0.8% |
| Corporate | 343.00 | 341.00 | -0.6% | 2.4% |
| F&G | 5,744.00 | 5,731.00 | -0.2% | 39.7% |
| Title | 7,702.00 | 8,490.00 | +10.2% | 58.8% |
| Total | 13,681.00 | 14,445.00 | +5.6% | 100.0% |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 4.83% | 12.2M | 252.9M | 2.32M |
| 2026-10-15 | 4.74% | 12.0M | 252.9M | 2.15M |
| 2026-09-30 | 4.62% | 11.7M | 252.9M | 1.98M |
| 2026-09-15 | 4.13% | 10.4M | 252.9M | 1.80M |
| 2026-08-31 | 3.63% | 9.2M | 252.9M | 1.60M |
| 2026-08-14 | 3.30% | 8.3M | 252.9M | 1.57M |
| 2026-07-31 | 3.61% | 9.1M | 252.9M | 1.61M |
| 2026-07-15 | 3.83% | 9.7M | 253.8M | 1.63M |
| 2026-06-30 | 3.54% | 9.0M | 253.8M | 1.69M |
| 2026-06-15 | 3.26% | 8.3M | 253.6M | 1.80M |
| 2026-05-29 | 3.32% | 8.4M | 253.8M | 1.91M |
| 2026-05-15 | 3.01% | 7.6M | 254.1M | 2.04M |
| 2026-04-30 | 3.18% | 8.1M | 254.1M | 1.96M |
| 2026-04-15 | 3.24% | 8.3M | 255.9M | 1.93M |
| 2026-03-31 | 3.08% | 7.9M | 255.7M | 1.92M |
| 2026-03-13 | 2.76% | 7.1M | 255.7M | 1.70M |
| 2026-02-27 | 2.36% | 6.0M | 255.7M | 1.53M |
| 2026-02-13 | 1.93% | 4.9M | 255.6M | 1.39M |
| 2026-01-30 | 1.70% | 4.3M | 255.8M | 1.41M |
| 2026-01-15 | 1.71% | 4.4M | 255.8M | 1.30M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 22.50 | 19.90 | 21.90 | 0.00 | 4.890 | 0.00 | 0.00 | 0.989 | -0.019 | 0.002 |
| call | 25.00 | 17.80 | 19.40 | 0.00 | 4.279 | 0.00 | 0.00 | 0.987 | -0.019 | 0.002 |
| call | 30.00 | 12.70 | 14.40 | 0.00 | 3.218 | 0.00 | 0.00 | 0.982 | -0.018 | 0.003 |
| call | 35.00 | 7.90 | 9.40 | 6.19 | 1.840 | 1.00 | 0.00 | 0.972 | -0.017 | 0.004 |
| call | 38.00 | 4.70 | 7.20 | 0.00 | 1.817 | 0.00 | 0.00 | 0.822 | -0.104 | 0.016 |
| call | 39.00 | 3.90 | 5.60 | 0.00 | 1.314 | 0.00 | 0.00 | 0.798 | -0.099 | 0.018 |
| call | 40.00 | 3.00 | 5.40 | 4.80 | 1.508 | 347 | 0.00 | 0.746 | -0.108 | 0.020 |
| call | 41.00 | 2.10 | 3.80 | 0.00 | 1.070 | 0.00 | 0.00 | 0.700 | -0.099 | 0.022 |
| call | 42.00 | 1.25 | 3.50 | 3.70 | 1.177 | 2.00 | 0.00 | 0.601 | -0.142 | 0.024 |
| call | 43.00 | 0.75 | 2.90 | 0.00 | 1.137 | 0.00 | 0.00 | 0.533 | -0.152 | 0.025 |
| call | 44.00 | 0.20 | 2.25 | 0.00 | 1.055 | 1.00 | 0.00 | 0.458 | -0.136 | 0.025 |
| call | 45.00 | 0.00 | 1.65 | 0.85 | 0.968 | 463 | 0.00 | 0.387 | -0.130 | 0.024 |
| call | 46.00 | 0.00 | 2.75 | 0.00 | 1.106 | 0.00 | 0.00 | 0.358 | -0.153 | 0.024 |
| call | 47.00 | 0.00 | 1.45 | 0.00 | 1.145 | 0.00 | 0.00 | 0.328 | -0.163 | 0.023 |
| call | 48.00 | 0.00 | 3.90 | 0.00 | 1.170 | 4.00 | 0.00 | 0.293 | -0.162 | 0.022 |
| call | 50.00 | 0.00 | 1.15 | 0.15 | 1.327 | 4.00 | 0.00 | 0.252 | -0.170 | 0.020 |
| call | 55.00 | 0.00 | 1.75 | 0.00 | 1.760 | 0.00 | 0.00 | 0.207 | -0.202 | 0.018 |
| call | 60.00 | 0.00 | 0.75 | 0.04 | 1.071 | 1.00 | 0.00 | 0.021 | -0.022 | 0.003 |
| call | 65.00 | 0.00 | 1.75 | 0.00 | 1.282 | 0.00 | 0.00 | 0.018 | -0.023 | 0.003 |
| put | 22.50 | 0.00 | 3.00 | 0.00 | 2.048 | 0.00 | 0.00 | -0.010 | -0.023 | 0.002 |
| put | 25.00 | 0.00 | 3.00 | 0.00 | 1.746 | 0.00 | 0.00 | -0.012 | -0.022 | 0.002 |
| put | 30.00 | 0.00 | 0.95 | 0.10 | 1.217 | 4,000 | 0.00 | -0.017 | -0.021 | 0.003 |
| put | 35.00 | 0.00 | 0.05 | 0.04 | 0.780 | 431 | 0.00 | -0.024 | -0.017 | 0.004 |
| put | 38.00 | 0.00 | 1.15 | 0.00 | 1.006 | 0.00 | 0.00 | -0.177 | -0.105 | 0.016 |
| put | 39.00 | 0.00 | 1.15 | 0.00 | 0.872 | 0.00 | 0.00 | -0.201 | -0.100 | 0.018 |
| put | 40.00 | 0.00 | 1.20 | 0.05 | 0.737 | 4,067 | 0.00 | -0.253 | -0.109 | 0.020 |
| put | 41.00 | 0.00 | 0.65 | 0.00 | 0.597 | 0.00 | 0.00 | -0.299 | -0.101 | 0.022 |
| put | 42.00 | 0.00 | 1.60 | 0.00 | 0.846 | 0.00 | 0.00 | -0.400 | -0.151 | 0.024 |
| put | 43.00 | 0.00 | 2.00 | 0.00 | 0.775 | 0.00 | 0.00 | -0.466 | -0.152 | 0.025 |
| put | 44.00 | 0.15 | 1.90 | 0.00 | 0.551 | 0.00 | 0.00 | -0.541 | -0.137 | 0.025 |
| put | 45.00 | 0.95 | 2.55 | 1.16 | 0.543 | 31.00 | 0.00 | -0.612 | -0.131 | 0.024 |
| put | 46.00 | 1.65 | 3.40 | 0.00 | 0.588 | 0.00 | 0.00 | -0.640 | -0.154 | 0.024 |
| put | 47.00 | 2.65 | 4.40 | 0.00 | 0.692 | 0.00 | 0.00 | -0.671 | -0.164 | 0.023 |
| put | 48.00 | 2.85 | 5.40 | 0.00 | 0.789 | 0.00 | 0.00 | -0.706 | -0.162 | 0.022 |
| put | 50.00 | 4.90 | 7.20 | 0.00 | 0.828 | 0.00 | 0.00 | -0.747 | -0.170 | 0.020 |
| put | 55.00 | 9.90 | 12.20 | 0.00 | 1.183 | 0.00 | 0.00 | -0.792 | -0.202 | 0.018 |
| put | 60.00 | 14.90 | 17.30 | 0.00 | 1.585 | 0.00 | 0.00 | -0.978 | -0.021 | 0.003 |
| put | 65.00 | 19.90 | 22.20 | 0.00 | 1.751 | 0.00 | 0.00 | -0.981 | -0.021 | 0.003 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-10 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-10 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-10 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-10 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-09 | SEC |
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-06 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-06 | 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 |
| 2026-11-05 | 8-K | Current report | 2026-11-05 | SEC |
| 2026-10-30 | SCHEDULE 13G/A | SEC | ||
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-30 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-30 | SEC |
| 2026-09-16 | 8-K | Current report | 2026-09-15 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 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 | 7.15M | 2 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 22.55K | 1 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 335.40K | 1 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 366.93K | 1 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 13.95% |
| WINDACRE PARTNERSHIP LLC | 7.77% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.51% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.28% |
| STATE STREET CORP | 3.66% |
| First Eagle Investment Management, LLC | 3.34% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.11% |
| FMR LLC | 3.03% |
| AQR CAPITAL MANAGEMENT LLC | 2.75% |
| DIMENSIONAL FUND ADVISORS LP | 2.02% |
Funds
| Fund | % owned |
|---|---|
| Core Fixed Income Fund | 14.68% |
| Loomis Sayles Investment Grade Bond Fund | 9.90% |
| Thornburg Limited Term Income Fund | 4.65% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 4.65% |
| JPMorgan Ultra-Short Income ETF | 3.81% |
| DFA Intermediate-Term Extended Quality Portfolio | 3.31% |
| iShares Core S&P Mid-Cap ETF | 3.20% |
| Thornburg Investment Income Builder Fund | 3.11% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.02% |
| PIMCO Long-Term Credit Bond Fund | 3.01% |
OakChart. FNF. Cached 15 minutes. Terms