OakChart

Getty Realty Corp

GTYReal Estate·REIT - Retail·USA·Small·NYSE·Nov 12 • 3:59 PM ET

28.28-0.15 (-0.53%)
2026-11-13 13:15 CET
Market cap
$1.90B
Revenue, TTM
236.95 USD m
Net income, TTM
98.45 USD m
Free cash flow, TTM
139.18 USD m
EPS diluted, TTM
1.63
Price / earnings
17.30
Compare

Price

GTY against its 20, 50 and 200-day averages
Terms2050200Beat
Patternshover a marker to name it
RS 5Sales 63.3Price60.161.727.5030.0032.5035.001.3M2.6MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26GTYclose 28.2820-day 28.2650-day 29.02200-day 32.1028.2852w high 36.8352w low 27.0852-week range, not 6 months

23.2% under the 52-week high of 36.83 on 22 Jul 2026. 52-week low 27.08 on 31 Dec 2025. Last 15 sessions, 6.1% 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 2 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); 52-Week High/Low: 0-10% below High; Performance: Year +50%
VCP 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: RSI (14): Not Oversold (>50); Performance: Week +10%; Relative Volume: Over 1.5; 200-Day Simple Moving Average: Price above SMA200
Leaders 1 of 5 — fails: 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%; 52-Week High/Low: 0-10% below High
Breakout 0 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2; 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200
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 3 of 5 — fails: Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Value 1 of 4 — fails: P/E: Under 15; Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 3 of 4 — fails: Payout Ratio: Low (<20%)
Small Cap 2 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%
Accumulation 2 of 4 — fails: Institutional Transactions: Over +10%; 200-Day Simple Moving Average: Price above SMA200
Relative Strength 1 of 3 — fails: Performance: Year +100%; 200-Day Simple Moving Average: Price above SMA200

Profile

GTY
52-week range, 12% of the way up
27.0836.83

Getty Realty Corp. is a real estate investment trust, which engages in the acquisition, financing, and development of convenience, automotive, and other single tenant properties. Its portfolio includes convenience and gas, car wash, and auto service and parts. The company was founded by Leo Liebowitz in 1955 and is headquartered in New York, NY.

IndexRUT
Employees31
IPODec 11, 1980
Beta0.71
ATR, 14d0.59
Rel volume0.00
Short float5.29%
Insider own3.73%
Inst own87.24%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap$1.90B
Enterprise Value3.09B
Income98.45M
Sales236.95M
Book / share19.04
Cash / share0.19
Dividend Est.1.95 (6.90%)
Dividend TTM1.94 (6.86%)
Dividend Ex-DateDec 24, 2026
Dividend Gr. 3/5Y4.60% 4.84%
Payout140.69%
Employees31
IPODec 11, 1980

Ratios

Price / earnings17.30
Forward price / earnings19.62
Price / earnings / growth4.51
Price / sales8.01
Price / book1.49
Price / cash150.42
Price / free cash flow13.64
Value / cash profit15.17
Value / sales13.06
Quick Ratio1.75
Current Ratio1.75
Debt / equity0.95
Long-term debt / equity0.95
Options and shortYes / Yes

Earnings

Earnings / share1.63
Earnings next year1.44
Earnings next quarter0.36
Earnings this year14.73%
Earnings next year-6.93%
Earnings growth, 5 years4.35%
Past earnings growth-10.48% -3.59%
Past sales growth9.75% 8.24%
Earnings vs last year27.60%
Sales vs last year10.63%
Earnings vs last quarter-0.43%
Sales vs last quarter13.31%
EarningsOct 21 AMC
Surprise15.84% 2.75%

Ownership

Insiders own3.73%
Insider trades0.00%
Institutions own87.24%
Institution trades4.39%
Return on assets4.40%
Return on equity8.90%
Return on capital4.10%
Gross Margin69.62%
Operating margin59.18%
Profit Margin41.55%
20-day average0.08%
50-day average-2.56%
200-day average-11.90%

Technical

Shares out67.12M
Shares floating64.62M
Short / float5.29%
Short ratio5.47
Short interest3.42M
52-week high36.83 -23.2%
52-week low27.08 +4.4%
Volatility2.04% 2.13%
Average range0.59
Strength index46.32
Market sensitivity0.71
Relative volume0.00
Avg Volume625.00K
Volume0

Performance

Perf Week-1.57%
Perf Month1.33%
Perf Quarter-14.77%
Perf Half Y-13.46%
Perf YTD3.32%
Perf Year3.25%
Perf 3Y3.83%
Perf 5Y-9.46%
Perf 10Y29.07%
Recommendation2.11
Target Price33.75
Prev Close28.28
Price28.28
Change %0.00%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Jul 15, 2026InitiatedHuntingtonOutperform$37+30.8%
Oct 16, 2025InitiatedJanneyBuy$30+6.1%
Mar 28, 2025InitiatedUBSNeutral$32+13.2%
Dec 17, 2024UpgradeKeyBanc Capital MarketsSector Weight → Overweight$35+23.8%
Oct 21, 2024UpgradeBofA SecuritiesNeutral → Buy$31 → $34+20.2%
Feb 01, 2023DowngradeBTIG ResearchBuy → Neutral
Jan 06, 2023DowngradeRobert W. BairdOutperform → Neutral$33 → $34+20.2%
Aug 25, 2022InitiatedRedburnNeutral
Aug 24, 2022UpgradeBofA SecuritiesUnderperform → Neutral$33+16.7%
May 10, 2022InitiatedJMP SecuritiesMkt Outperform$32+13.2%

Peers

Mkt cap
TickerCompanyMkt cap
EPRTEssential Properties Realty Trust Inc6.14B
FCPTFour Corners Property Trust Inc2.53B
NNNNNN REIT Inc7.94B
NTSTNetstreit Corp2.32B
ADCAgree Realty Corp8.99B
ORealty Income Corp56.17B
PINEAlpine Income Property Trust Inc299.43M
FVRFrontView REIT Inc583.47M
BNLBroadstone Net Lease Inc3.36B
WPCW. P. Carey Inc14.60B

Held by

AUM
TickerCompanyAUM
IJRiShares Core S&P Small-Cap ETFAUM: 107.13B
VNQVanguard Real Estate Index Fund ETFAUM: 39.24B
VTIVanguard Morningstar Total Stock Market ETFAUM: 696.31B
IWMiShares Russell 2000 Index FundAUM: 77.86B
VBVanguard Morningstar Small-Cap ETFAUM: 80.23B
VBRVanguard Morningstar Small-Cap Value ETFAUM: 37.88B
VXFVanguard Extended Market Index ETFAUM: 30.79B
IWNiShares Russell 2000 Value ETFAUM: 14.17B
SPSMState Street SPDR Portfolio S&P 600TM Small Cap ETFAUM: 16.19B
SCHHSchwab U.S. REIT ETFAUM: 11.93B

News

latest 14 of 192

Quarterly earnings

2026Q3 EPS 0.400 beat 0.345, from 0.400 a year earlier. Sales 60.81 beat 59.18, from 55.59 a year earlier
EPS
0.45002024Q4 EPS 0.390 against 0.31924Q42025Q1 EPS 0.250 against 0.30025Q12025Q2 EPS 0.240 against 0.29525Q22025Q3 EPS 0.400 against 0.31625Q32025Q4 EPS 0.450 against 0.34025Q42026Q1 EPS 0.430 against 0.36126Q12026Q2 EPS 0.360 against 0.37026Q22026Q3 EPS 0.400 against 0.34526Q3
Sales, USD millions
60.8102024Q4 sales 50.13 against 48.8624Q42025Q1 sales 50.60 against 51.4925Q12025Q2 sales 51.31 against 50.8225Q22025Q3 sales 55.59 against 52.5525Q32025Q4 sales 59.14 against 55.3425Q42026Q1 sales 56.29 against 58.3126Q12026Q2 sales 57.42 against 58.4526Q22026Q3 sales 60.81 against 59.1826Q3

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 2026-09-302026-10-21 16:300.4000.3450.40060.8159.18EPS +15.8% · sales +2.7%vs 2025Q3, year-ago quarter · EPS 0.0% · sales +9.4%4 EPS · 7 salesOpen +2.29% vs SPY -0.87%. Close +3.57% vs SPY -1.18%
2026Q2ended 2026-06-302026-07-22 16:300.3600.3700.35757.4258.45EPS -2.8% · sales -1.8%vs 2025Q2, year-ago quarter · EPS +50.0% · sales +11.9%4 EPS · 7 salesOpen -1.45% vs SPY -1.08%. Close -3.07% vs SPY -1.23%
2026Q1ended 2026-03-312026-04-22 16:300.4300.3610.42956.2958.31EPS +19.0% · sales -3.5%vs 2025Q1, year-ago quarter · EPS +72.0% · sales +11.2%2 EPS · 6 salesOpen +4.64% vs SPY -0.24%. Close +1.66% vs SPY -0.39%
2025Q4ended 2025-12-312026-02-11 16:300.4500.3400.45359.1455.34EPS +32.2% · sales +6.9%vs 2024Q4, year-ago quarter · EPS +15.4% · sales +18.0%3 EPS · 7 salesOpen +2.57% vs SPY +0.33%. Close +6.28% vs SPY -1.54%
2025Q3ended 2025-09-302025-10-22 16:300.4000.3160.39755.5952.55EPS +26.5% · sales +5.8%vs 2024Q3, year-ago quarter · EPS +48.1% · sales +8.0%4 EPS · 8 salesOpen +1.53% vs SPY +0.05%. Close +2.54% vs SPY +0.59%
2025Q2ended 2025-06-302025-07-23 16:300.2400.2950.23851.3150.82EPS -18.7% · sales +1.0%vs 2024Q2, year-ago quarter · EPS -20.0% · sales +2.7%2 EPS · 8 salesOpen +0.39% vs SPY +0.06%. Close +1.07% vs SPY +0.03%
2025Q1ended 2025-03-312025-04-23 16:300.2500.3000.25450.6051.49EPS -16.7% · sales -1.7%vs 2024Q1, year-ago quarter · EPS -16.7% · sales +3.3%3 EPS · 7 salesOpen -2.39% vs SPY +0.24%. Close -3.30% vs SPY +2.10%
2024Q4ended 2024-12-312025-02-12 16:300.3900.3190.38950.1348.86EPS +22.1% · sales +2.6%vs 2023Q4, year-ago quarter · EPS +30.0% · sales +21.8%2 EPS · 7 salesOpen +0.28% vs SPY +0.19%. Close +2.76% vs SPY +1.06%
2024Q3ended 2024-09-302024-10-23 16:300.2700.3070.26951.4749.11EPS -12.1% · sales +4.8%vs 2023Q3, year-ago quarter · EPS -12.9% · sales +1.9%2 EPS · 5 salesOpen +1.46% vs SPY +0.34%. Close +1.12% vs SPY +0.22%
2024Q2ended 2024-06-302024-07-24 16:300.3000.2970.29749.9446.12EPS +1.1% · sales +8.3%vs 2023Q2, year-ago quarter · EPS +15.4% · sales +11.7%1 EPS · 7 salesOpen +2.57% vs SPY +0.02%. Close +3.38% vs SPY -0.52%
2024Q1ended 2024-03-312024-04-25 16:300.3000.2830.29848.9743.68EPS +6.2% · sales +12.1%vs 2023Q1, year-ago quarter · EPS +7.1% · sales +13.8%1 EPS · 7 salesOpen +0.52% vs SPY +0.57%. Close -0.44% vs SPY +0.95%
2023Q4ended 2023-12-312024-02-14 16:300.3000.3090.30241.1446.22EPS -2.8% · sales -11.0%vs 2022Q4, year-ago quarter · EPS -47.4% · sales -4.6%1 EPS · 7 salesOpen +1.82% vs SPY +0.14%. Close +2.42% vs SPY +0.69%
2023Q3ended 2023-09-302023-10-25 16:300.3100.3150.30550.4943.33EPS -1.5% · sales +16.5%vs 2022Q3, year-ago quarter · EPS +14.8% · sales +20.3%1 EPS · 6 sales-
2023Q2ended 2023-06-302023-07-26 16:300.2600.3010.26044.7043.15EPS -13.7% · sales +3.6%vs 2022Q2, year-ago quarter · EPS -59.4% · sales +8.5%1 EPS · 6 sales-
2023Q1ended 2023-03-312023-04-26 16:300.2800.2640.28543.0241.55EPS +6.2% · sales +3.5%vs 2022Q1, year-ago quarter · EPS -28.2% · sales +9.4%1 EPS · 7 sales-
2022Q4ended 2022-12-312023-02-22 16:300.5700.2880.56943.1240.44EPS +97.7% · sales +6.6%vs 2021Q4, year-ago quarter · EPS +50.0% · sales +9.6%3 EPS · 7 sales-

Annual earnings

2025FY EPS 1.350 beat 1.303, from 1.250 a year earlier. Sales 214.53 beat 212.08, from 187.82 a year earlier
EPS
1.88002018FY EPS 1.190 against 1.18020182019FY EPS 1.190 against 1.15920192020FY EPS 1.620 against 1.14420202021FY EPS 1.370 against 1.28520212022FY EPS 1.880 against 1.61620222023FY EPS 1.150 against 1.19220232024FY EPS 1.250 against 1.22420242025FY EPS 1.350 against 1.3032025
Sales, USD millions
214.5302018FY sales 136.11 against 130.0720182019FY sales 140.66 against 130.8320192020FY sales 147.35 against 142.4920202021FY sales 155.41 against 151.7320212022FY sales 165.59 against 158.6120222023FY sales 160.97 against 177.1720232024FY sales 187.82 against 185.420242025FY sales 214.53 against 212.082025

Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.

earnings feed, not the snapshot. Not the statement ratio.

PeriodEPS adjustedEPS estEPS reportedSales act, USD mSales est, USD mP/E, earnings feed
2028FYestimate-1.534--292.518.44
2027FYestimate-1.442--266.5219.62
2026FYestimate-1.549--240.8218.26
2025FY1.3501.3031.350214.53212.0820.27
2024FY1.2501.2241.255187.82185.424.10
2023FY1.1501.1921.154160.97177.1725.02
2022FY1.8801.6161.878165.59158.6117.65
2021FY1.3701.2851.371155.41151.7322.73
2020FY1.6201.1441.617147.35142.4916.45
2019FY1.1901.1591.185140.66130.8326.72
2018FY1.1901.1801.168136.11130.0723.91
2017FY1.2001.2221.264120.15106.6321.89
2016FY1.1201.1331.127115.27103.8922.02
2015FY1.5471.0851.096110.73106.8518.28
2014FY1.0490.9600.69099.8796.0326.96
2013FY0.919-2.080102.4697.4030.78
2012FY0.4100.3200.37099.29103.6968.98
2011FY0.340-0.370112.88101.6283.18
2010FY1.7901.8901.85088.3388.3615.80

Quarterly results

2026Q3 revenue 62.99, from 55.59 a year earlier. Operating margin 53.7%, from 63.1% a year earlier
Revenue, USD millions
62.9902024Q4 revenue 53.0224Q42025Q1 revenue 52.3325Q12025Q2 revenue 53.2625Q22025Q3 revenue 55.5925Q32025Q4 revenue 57.0725Q42026Q1 revenue 57.8426Q12026Q2 revenue 59.0526Q22026Q3 revenue 62.9926Q3
Operating margin
65.802024Q4 operating margin 52.5%24Q42025Q1 operating margin 52.1%25Q12025Q2 operating margin 44.6%25Q22025Q3 operating margin 63.1%25Q32025Q4 operating margin 62.6%25Q42026Q1 operating margin 65.8%26Q12026Q2 operating margin 55.3%26Q22026Q3 operating margin 53.7%26Q3

From the quarterly statement. Not an estimate.

Estimate revisions

Latest snapshot of each period and type. 2026FY E 1.53 per share.
PeriodTypeScaleDateMeanvs prior date
2026FYEper share2026-10-311.530.0%
2026FYS-2026-10-31239.040.0%
2026Q4Sper share2026-10-2963.30+1.0%
2026Q4Eper share2026-10-280.35-0.7%
2026Q4Rper share2026-10-220.360.0%
2026Q3Sper share2026-10-1559.18+0.2%
2026Q3Eper share2026-10-100.350.0%
2026FYRper share2026-10-101.520.0%
2026Q3Rper share2026-10-100.340.0%
2026Q2Eper share2026-07-130.37+7.3%
2026Q2Sper share2026-07-1158.450.0%
2026Q2Rper share2026-05-180.34-8.7%
2026Q1Eper share2026-04-170.36+4.0%
2026Q1Rper share2026-04-170.38+8.2%
2026Q1Sper share2026-04-1758.31+1.0%
2025FYS-2026-02-11212.080.0%
2025FYEper share2026-01-291.30+0.3%
2025Q4Eper share2026-01-290.34-0.7%
2025Q4Sper share2026-01-2355.34+0.8%
2025FYRper share2026-01-201.320.0%
2025Q4Rper share2026-01-200.34-0.1%
2025Q3Eper share2025-10-150.32+1.5%
2025Q3Sper share2025-10-1552.55-0.3%
2025Q3Rper share2025-09-300.30+1.5%
2025Q2Eper share2025-07-170.30-0.5%
2025Q2Rper share2025-07-170.26-7.1%
2025Q2Sper share2025-07-0950.820.0%
2025Q1Sper share2025-04-1451.49+1.3%
2025Q1Eper share2025-04-080.30-4.2%
2025Q1Rper share2025-04-080.30-6.3%
2024Q4Sper share2025-01-2548.860.0%
2024FYS-2025-01-25193.88+4.6%
2024Q4Eper share2025-01-200.320.0%
2024Q4Rper share2025-01-200.320.0%
2024FYEper share2024-12-131.22-0.8%
2024FYRper share2024-12-131.22-0.8%
2024Q3Sper share2024-10-2149.92+0.5%
2024Q3Eper share2024-10-020.31+4.5%
2024Q3Rper share2024-10-020.31+4.5%
2024Q2Sper share2024-07-2446.120.0%
2024Q2Eper share2024-07-170.30+3.8%
2024Q2Rper share2024-07-170.30+3.8%
2024Q1Sper share2024-04-0343.68-0.7%
2024Q1Eper share2024-03-260.28-
2024Q1Rper share2024-03-260.28-
2023FYS-2024-02-10177.170.0%
2023FYEper share2023-12-071.19-0.6%
2023FYRper share2023-12-071.19-0.6%

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share1.2641.1681.1851.6171.3711.8781.1541.2551.3471.6348-
Sales USD millions120136141147173166186203219237-
Shares million shares404141444747545560-67
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share0.2690.3890.2540.2380.3970.4530.4290.3570.396
Sales USD millions515352535657585963
Shares million shares555555575860606267

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 Revenue236.95218.89+7.6%203.39+9.4%185.85+12.2%165.59-4.0%172.57+17.1%147.35+4.8%140.66+3.3%136.11
Total Expenses96.7297.06+1.4%95.69+1.7%94.08+53.8%61.17-24.7%81.27+12.8%72.06+1.6%70.94+6.6%66.56
Operating Income140.23121.83+13.1%107.70+17.4%91.77-12.1%104.41+14.4%91.30+21.3%75.29+8.0%69.71+0.2%69.54
Unusual Expense4.902.82-29.0%3.97-25.0%5.29+49.4%3.54-9.2%3.90-29.0%5.49+36.9%4.01-35.0%6.17
Net Income Before Taxes101.8679.19+11.4%71.06+18.1%60.15-33.2%90.04+12.5%80.02+15.3%69.39+39.6%49.72+4.2%47.71
Income Taxes0.000.000.000.000.000.000.000.000.00
Consolidated Net Income101.8679.19+11.4%71.06+18.1%60.15-33.2%90.04+12.5%80.02+15.3%69.39+39.6%49.72+4.2%47.71
Net Income From Continuing Operations101.8679.19+11.4%71.06+18.1%60.15-33.2%90.04+12.5%80.02+15.3%69.39+39.6%49.72+4.2%47.71
Net Income98.4576.04+11.1%68.44+18.1%57.94-34.1%87.94+11.9%78.58+15.5%68.03+39.6%48.73+3.8%46.95
EPS (Recurring) per share1.631.38+5.3%1.31+6.5%1.23-36.3%1.93+35.0%1.43-16.4%1.71+36.8%1.25-2.3%1.28
EPS (Basic, Before Extraordinaries) per share1.641.35+7.1%1.26+8.6%1.16-38.3%1.88+37.2%1.37-15.4%1.62+36.1%1.19+1.7%1.17
EPS (Diluted) per share1.631.35+8.0%1.25+8.7%1.15-38.8%1.88+37.2%1.37-15.4%1.62+36.1%1.19+1.7%1.17
Non-Operating Income (Expense)16.395.96-9.7%6.60+26.9%5.20-69.1%16.84-2.6%17.29-32.7%25.68+196.5%8.66+29.6%6.68
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense6.036.90+16.9%5.90+5.4%5.60+17.2%4.78+19.5%4.00+28.6%3.11+32.3%2.35+32.0%1.78
Price To Earnings Ratio ratio statement ratio, not the snapshot17.3017.3025.8720.6020.0123.2817.0327.7525.17
Price To Sales Ratio ratio7.467.068.087.909.578.337.869.618.68
Gross Margin %69.6269.0165.6662.8362.8966.6463.5564.3565.26
Operating Margin %59.1855.6652.9549.3863.0652.9151.1049.5651.09
Net Margin %41.5534.7433.6531.1853.1145.5446.1734.6434.50
Shares Outstanding million shares67.1259.82+8.7%55.03+2.0%53.95+15.5%46.73+0.0%46.72+7.1%43.61+5.4%41.37+1.3%40.85
Market Capitalization1,898.261,898.26+14.5%1,657.67+7.6%1,539.95-2.7%1,581.95+8.7%1,455.06+23.4%1,178.89-13.0%1,354.28+13.6%1,192.08

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 Revenue62.99+13.3%59.05+10.9%57.84+10.5%57.07+7.6%55.59+8.0%53.26+6.6%52.33+6.9%53.02+11.3%
Total Expenses29.19+42.2%26.41-10.5%19.79-21.1%21.32-15.3%20.53-15.0%29.50+26.2%25.07+9.0%25.18+3.4%
Operating Income33.80-3.6%32.64+37.4%38.05+39.5%35.74+28.4%35.06+28.3%23.76-10.5%27.27+5.0%27.83+19.5%
Unusual Expense0.37-43.1%2.46+434.8%1.52+29.9%0.55-63.3%0.65-4.4%0.46-9.8%1.17-8.6%1.50+18.1%
Net Income Before Taxes25.61+9.7%22.59+61.2%26.63+80.1%27.04+21.3%23.35+52.2%14.01-16.2%14.79-11.5%22.30+35.1%
Income Taxes0.000.000.000.000.000.000.000.00
Consolidated Net Income25.61+9.7%22.59+61.2%26.63+80.1%27.04+21.3%23.35+52.2%14.01-16.2%14.79-11.5%22.30+35.1%
Net Income From Continuing Operations25.61+9.7%22.59+61.2%26.63+80.1%27.04+21.3%23.35+52.2%14.01-16.2%14.79-11.5%22.30+35.1%
Net Income24.76+9.8%21.69+64.1%25.73+83.9%26.28+21.3%22.55+53.7%13.22-17.6%13.99-12.9%21.66+35.9%
EPS (Recurring) per share0.40-2.4%0.39+62.5%0.45+66.7%0.46+12.2%0.41+46.4%0.24-20.0%0.27-12.9%0.41+28.1%
EPS (Basic, Before Extraordinaries) per share0.400.0%0.36+50.0%0.43+72.0%0.45+15.4%0.40+48.1%0.24-20.0%0.25-16.7%0.39+30.0%
EPS (Diluted) per share0.400.0%0.36+50.0%0.43+72.0%0.45+15.4%0.40+48.1%0.24-20.0%0.25-16.7%0.39+30.0%
Non-Operating Income (Expense)5.62+1341.0%4.68+190.7%2.11+402.4%3.99-37.6%0.391.61+403.1%0.42-63.8%6.39+91.9%
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense1.531.771.00-37.5%1.73+23.6%0.000.001.60+14.3%1.40-2.8%
Price To Earnings Ratio ratio statement ratio, not the snapshot17.3021.9923.7121.4223.3522.8824.9025.87
Price To Sales Ratio ratio7.468.838.527.287.117.328.328.25
Gross Margin %67.3968.2068.3974.8268.6267.4065.5665.59
Operating Margin %53.6655.2765.7862.6363.0744.6252.1052.50
Net Margin %39.3036.7344.4746.0540.5724.8226.7440.86
Shares Outstanding million shares67.12+16.2%61.93+9.4%60.47+9.1%59.82+8.7%57.74+4.9%56.59+4.4%55.44+2.7%55.03+2.0%
Market Capitalization1,898.26+25.0%2,017.18+31.6%1,902.16+10.9%1,580.43-4.7%1,518.38-11.9%1,532.41+6.5%1,715.76+16.3%1,657.67+7.6%

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 Investments12.78-6.2%13.62+157.5%5.29-53.0%11.25-57.5%26.46-53.6%57.05+141.1%23.66-51.5%48.74+134.2%20.81
Short Term Receivables92.16-1.5%93.52-45.5%171.44+92.7%88.95+36.5%65.17+10.0%59.25-21.2%75.17+1.2%74.25+6.5%69.69
Investments2,034.28+10.8%1,836.61+21.6%1,510.02+12.4%1,343.31+6.0%1,267.46+11.6%1,135.89+10.3%1,030.12+5.3%978.31+5.5%927.20
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.000.00
Net Property, Plant & Equipment10.25-17.8%12.47-15.4%14.74-20.2%18.47-14.0%21.47-14.4%25.08+13.1%22.180.000.00
Other Intangible Assets23.90-83.6%145.97+20.8%120.81+20.4%100.31+15.6%86.74+20.1%72.24+19.1%60.640.0%60.65+10.2%55.05
Total Assets2,173.37+10.1%1,973.68+8.3%1,822.31+16.6%1,562.30+6.5%1,466.95+8.7%1,349.51+11.4%1,211.78+4.3%1,161.95+8.3%1,072.75
Total Debt1,024.22+11.1%921.69+19.3%772.74+8.1%714.97+18.0%606.11+5.2%576.28+12.6%511.84+10.5%463.15+15.2%401.87
Long Term Debt1,021.50+11.2%918.71+19.4%769.21+8.2%710.75+17.4%605.27+5.3%575.01+12.6%510.47+10.2%463.15+15.2%401.87
Provision for Risks Charges15.93-23.9%20.94-6.4%22.37-3.4%23.16-51.3%47.60-1.0%48.08-5.2%50.72-15.2%59.82-5.9%63.56
Other Liabilities61.09-11.4%68.97-3.7%71.64+11.4%64.32-5.6%68.14+4.0%65.55+9.7%59.77+3.4%57.81+7.8%53.62
Total Liabilities1,101.24+8.9%1,011.60+16.7%866.75+8.0%802.45+11.2%721.84+4.6%689.91+10.9%622.34+7.2%580.78+11.9%519.06
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity1,072.13+11.4%962.08+0.7%955.55+25.8%759.85+2.0%745.11+13.0%659.60+11.9%589.44+1.4%581.16+5.0%553.70
Total Shareholders Equity1,072.13+11.4%962.08+0.7%955.55+25.8%759.85+2.0%745.11+13.0%659.60+11.9%589.44+1.4%581.16+5.0%553.70
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity1,072.13+11.4%962.08+0.7%955.55+25.8%759.85+2.0%745.11+13.0%659.60+11.9%589.44+1.4%581.16+5.0%553.70
Total Liabilities & Stockholders Equity2,173.37+10.1%1,973.68+8.3%1,822.31+16.6%1,562.30+6.5%1,466.95+8.7%1,349.51+11.4%1,211.78+4.3%1,161.95+8.3%1,072.75
Book Value Per Share per share17.92+2.5%17.48-1.3%17.71+8.9%16.26+1.9%15.95+5.4%15.13+6.2%14.25+0.1%14.23+2.0%13.95
Tangible Book Value Per Share per share17.92+18.3%15.15-4.4%15.85+8.0%14.68+1.2%14.51+4.3%13.91+5.8%13.15-0.4%13.20+2.1%12.93
Full-Time Employees people31+6.9%29-9.4%320.0%32+3.2%310.0%310.0%31+6.9%29-3.3%30
Price to Book Ratio ratio1.491.721.662.102.011.822.312.071.96
Return on Assets %3.823.743.555.945.685.424.194.274.62
Return on Equity %7.797.417.0111.9711.3911.118.508.419.15
Return on Invested Capital %3.783.783.496.125.935.624.524.574.94
Quick Ratio ratio1.411.492.491.601.441.781.271.611.19
Current Ratio ratio1.411.492.491.601.441.781.271.611.19

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 Operations157.74138.60+6.0%130.70+13.3%115.31-8.5%126.05+33.2%94.64-12.3%107.91+30.3%82.84-2.6%85.08
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-18.24-11.15-0.20-10.01-32.96-7.83-25.08-6.07-10.82
Cash from Operating Activities139.50127.45-2.3%130.50+23.9%105.30+13.1%93.09+7.2%86.82+4.8%82.83+7.9%76.77+3.4%74.26
Capital Expenditures-0.32-0.43-0.88-0.310.00-0.27-0.28-0.01-3.79
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-555.52-241.05-197.45-310.94-138.23-169.69-127.17-82.89-75.41
Purchase of Investments-603.40-283.45-317.32-364.31-164.91-205.05-155.56-88.84-81.85
Sale Or Maturity of Investments47.8842.41-64.6%119.87+124.6%53.36+100.0%26.68-24.5%35.36+24.6%28.39+376.3%5.96-7.5%6.44
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities-555.84-241.48-198.33-311.25-138.23-169.97-127.45-82.90-79.21
Cash Dividends Paid-118.86-108.65-100.21-86.96-78.26-70.77-62.63-56.89-50.50
Change in Capital Stock280.12134.01+357.7%29.28-87.0%225.23-0.70-100.8%91.56+45.5%62.93+348.2%14.04-53.4%30.14
Repurchase of Common Pref Stock-3.22-1.27-1.28-1.00-0.70-0.73-0.26-0.120.00
Sale of Common Pref Stock283.35135.28+342.7%30.56-86.5%226.230.00-100.0%92.28+46.0%63.19+346.6%14.15-53.1%30.14
Proceedsfrom Stock Options283.35135.28+342.7%30.56-86.5%226.230.00-100.0%92.28+46.0%63.19+346.6%14.15-53.1%30.14
Issuance or Reduction of Debt, Net-144.4287.83-40.3%147.09+138.3%61.73-43.3%108.90+242.8%31.77-59.1%77.71+225.1%23.90-60.9%61.14
Change in Long Term Debt-144.4287.83-40.3%147.09+138.3%61.73-0.49-0.65-0.65-0.54-0.47
Issuance of Long Term Debt918.12736.49+136.9%310.86-27.3%427.570.000.000.000.000.00
Reduction of Long Term Debt-1,062.53-648.66-163.76-365.84-0.49-0.65-0.65-0.54-0.47
Net Financing Active Other Cash Flow0.000.000.000.00-0.61-2.59-0.41-0.56-3.39
Other Financing Activities Uses-----0.61-2.59-0.41-0.56-3.39
Cash from Financing Activities419.35113.19+48.6%76.16-61.9%199.99+568.2%29.93-43.0%52.55-32.6%78.01-18.95-146.5%40.77
Net Change in Cash3.01-0.84-110.1%8.33-5.96-15.21-30.59-191.6%33.39-25.08-189.8%27.93
Free Cash Flow139.18127.02-2.0%129.63+23.5%104.99+12.8%93.09+7.6%86.55+4.8%82.55+7.5%76.76+8.9%70.46
Price to Free Cash Flow ratio86.9584.1555.8781.40106.9791.1658.1768.0059.22

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 Investments12.62+31.3%9.27-20.0%8.14-21.7%12.78-6.2%9.61+36.9%11.59+63.7%10.39-19.6%13.62+157.5%
Short Term Receivables121.18+32.1%107.14+20.5%95.43-0.8%92.16-1.5%91.72-8.9%88.88-28.8%96.20-23.3%93.52-45.5%
Investments2,402.90+25.4%2,140.70+13.3%2,043.39+11.7%2,034.28+10.8%1,915.82+16.5%1,888.63+17.0%1,828.55+16.3%1,836.61+21.6%
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.00
Net Property, Plant & Equipment10.84-0.4%8.80-22.9%9.30-22.1%10.25-17.8%10.88-16.0%11.41-15.9%11.94-15.6%12.47-15.4%
Other Intangible Assets24.60-11.7%25.32+73.0%23.49+4.1%23.90-83.6%27.85-79.7%14.64-88.9%22.56-81.9%145.97+20.8%
Total Assets2,572.15+25.1%2,291.22+13.7%2,179.76+10.7%2,173.37+10.1%2,055.88+8.1%2,015.15+6.5%1,969.63+6.5%1,973.68+8.3%
Total Debt1,208.88+25.6%1,079.77+15.4%1,007.35+9.3%1,024.22+11.1%962.73+13.4%936.08+9.5%921.23+13.4%921.69+19.3%
Long Term Debt1,208.15+25.6%1,078.50+15.4%1,005.42+9.4%1,021.50+11.2%961.88+13.3%934.54+9.4%918.99+13.2%918.71+19.4%
Provision for Risks Charges8.23-50.0%8.40-59.3%8.51-58.7%15.93-23.9%16.47-20.9%20.62-1.6%20.59-4.9%20.94-6.4%
Other Liabilities77.17+20.0%80.55+5.9%74.48+11.7%61.09-11.4%64.32-5.9%76.03+16.5%66.70+2.1%68.97-3.7%
Total Liabilities1,294.29+24.0%1,168.72+13.2%1,090.35+8.1%1,101.24+8.9%1,043.52+11.2%1,032.73+9.8%1,008.51+12.1%1,011.60+16.7%
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity1,277.86+26.2%1,122.50+14.3%1,089.42+13.3%1,072.13+11.4%1,012.36+5.1%982.42+3.3%961.12+1.2%962.08+0.7%
Total Shareholders Equity1,277.86+26.2%1,122.50+14.3%1,089.42+13.3%1,072.13+11.4%1,012.36+5.1%982.42+3.3%961.12+1.2%962.08+0.7%
Accumulated Minority Interest0.000.000.000.000.000.000.000.00
Total Equity1,277.86+26.2%1,122.50+14.3%1,089.42+13.3%1,072.13+11.4%1,012.36+5.1%982.42+3.3%961.12+1.2%962.08+0.7%
Total Liabilities & Stockholders Equity2,572.15+25.1%2,291.22+13.7%2,179.76+10.7%2,173.37+10.1%2,055.88+8.1%2,015.15+6.5%1,969.63+6.5%1,973.68+8.3%
Book Value Per Share per share19.04+8.6%18.12+4.4%18.02+3.9%17.92+2.5%17.53+0.1%17.36-1.1%17.34-1.5%17.48-1.3%
Tangible Book Value Per Share per share19.04+8.6%18.12+4.4%18.02+3.9%17.92+18.3%17.53+14.6%17.36+12.9%17.34+11.3%15.15-4.4%
Full-Time Employees people---31+6.9%---29-9.4%
Price to Book Ratio ratio1.491.851.771.561.551.591.781.72
Return on Assets %4.404.634.393.823.763.403.623.74
Return on Equity %8.909.468.887.797.546.877.237.41
Return on Invested Capital %1.031.031.271.291.180.730.791.19
Quick Ratio ratio1.751.481.401.411.431.321.551.49
Current Ratio ratio1.751.481.401.411.431.321.551.49

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 Operations39.38-0.8%38.60+33.5%43.84+28.8%35.92+7.3%39.71+19.5%28.92-11.5%34.05+8.6%33.47+8.5%
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital-8.163.07-47.3%-10.73-2.43-189.0%-9.17-755.0%5.82-5.372.73
Cash from Operating Activities31.21+2.2%41.68+20.0%33.11+15.4%33.50-7.4%30.54-11.8%34.73+16.8%28.68-4.2%36.19+17.4%
Capital Expenditures-0.13-0.05-0.05-0.09-0.11-0.18-0.05-0.32
Net Assets From Acquisitions0.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-285.33-122.74-26.28-121.17-52.46-56.64-10.78-73.02
Purchase of Investments-302.57-133.18-31.54-136.11-53.68-82.55-11.12-90.44
Sale Or Maturity of Investments17.24+1313.1%10.44-59.7%5.26+1447.1%14.94-14.2%1.22-95.6%25.91+107.3%0.34-99.5%17.42-28.2%
Other Uses0.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.00
Cash from Investing Activities-285.46-122.79-26.33-121.26-52.57-56.82-10.83-73.34
Cash Dividends Paid-30.92-30.21-29.81-27.91-27.38-26.84-26.52-25.41
Change in Capital Stock161.55+397.5%39.64+21.3%19.92+102.2%59.0132.47+36.5%32.69+359.1%9.85-0.63-101.6%
Repurchase of Common Pref Stock-2.97-0.150.00-0.100.000.00-1.17-0.09
Sale of Common Pref Stock164.53+406.7%39.79+21.7%19.92+80.9%59.1132.47+35.6%32.69+357.2%11.01-0.54-101.3%
Proceedsfrom Stock Options164.53+406.7%39.79+21.7%19.92+80.9%59.1132.47+35.6%32.69+357.2%11.01-0.54-101.3%
Issuance or Reduction of Debt, Net126.97+748.2%-213.19-1323.1%-1.53-342.66-574.1%14.9717.43-58.9%-4.40-111.0%72.28+16.6%
Change in Long Term Debt126.97+49.4%-213.19-384.5%284.47+5.1%-342.66-574.1%84.9774.930.0%270.6072.28+16.6%
Issuance of Long Term Debt333.90+292.8%143.84+91.9%284.50-32.4%155.87-33.9%85.0074.96-0.1%420.66235.85-44.8%
Reduction of Long Term Debt-206.93-357.03-0.03-498.53-0.03-0.03-150.06-163.57
Net Financing Active Other Cash Flow0.000.000.000.000.000.000.000.00-100.0%
Cash from Financing Activities257.60+1184.1%82.24+253.3%-11.4290.93+107.9%20.0623.28-5.4%-21.08-249.5%43.74+76.4%
Net Change in Cash3.351.13-5.8%-4.643.17-51.9%-1.981.20-3.23-142.3%6.59
Free Cash Flow31.08+2.1%41.63+20.5%33.07+15.5%33.41-6.9%30.43-11.6%34.56+16.9%28.63-3.8%35.87+16.8%
Price to Free Cash Flow ratio86.9587.2997.6486.5165.2651.7864.7357.02

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
Real Estate203.39221.73+9.0%100.0%
Total203.39221.73+9.0%100.0%
Region
Name20242025vs 20242025 share
United States203.39221.73+9.0%100.0%
Total203.39221.73+9.0%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-305.29%3.4M64.6M614.20K
2026-10-155.68%3.7M64.6M606.88K
2026-09-305.77%3.4M59.6M562.55K
2026-09-1510.31%6.1M59.6M548.54K
2026-08-3110.14%6.0M59.6M515.68K
2026-08-1413.75%8.2M59.6M477.62K
2026-07-3113.08%7.8M59.6M487.97K
2026-07-1513.37%7.8M58.2M461.08K
2026-06-3012.99%7.6M58.2M469.51K
2026-06-1513.62%7.9M58.1M427.41K
2026-05-2913.11%7.6M58.2M447.09K
2026-05-1512.83%7.5M58.2M547.78K
2026-04-3012.72%7.2M56.7M545.01K
2026-04-1512.54%7.0M56.1M543.70K
2026-03-3112.82%7.2M55.9M563.85K
2026-03-1313.48%7.5M55.9M547.24K
2026-02-2713.24%7.4M55.9M517.58K
2026-02-135.62%3.1M55.9M414.67K
2026-01-305.58%3.0M54.0M413.55K
2026-01-155.88%3.2M54.0M405.30K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call17.509.9013.5012.05533.9%0.000.000.938-0.0730.005
call20.006.3011.000.00437.2%0.000.000.920-0.0680.006
call22.503.808.500.00350.8%0.000.000.894-0.0610.007
call25.001.706.000.00270.6%0.000.000.847-0.0520.010
call27.500.003.200.80172.9%3.000.000.599-0.1060.016
call30.000.000.950.1098.7%64.001.000.404-0.1240.016
call32.500.004.300.1066.5%25.000.000.083-0.0270.006
call35.000.000.500.0087.2%0.000.000.065-0.0290.005
call37.500.000.750.00113.8%0.000.000.053-0.0330.004
call40.000.004.300.00133.7%0.000.000.047-0.0340.004
call42.500.004.300.00151.7%0.000.000.042-0.0360.004
call45.000.004.300.00168.3%0.000.000.039-0.0370.003
call47.500.004.300.00183.0%0.000.000.036-0.0380.003
put17.500.004.300.00238.6%0.000.00-0.061-0.0760.005
put20.000.004.300.00183.7%0.000.00-0.078-0.0710.006
put22.500.001.150.19135.1%1.000.00-0.102-0.0640.007
put25.000.000.300.30144.2%38.000.00-0.247-0.1140.014
put27.500.000.750.4066.6%17.000.00-0.400-0.1080.016
put30.000.004.900.00222.2%0.000.00-0.596-0.1260.016
put32.501.504.704.60104.8%0.000.00-0.916-0.0280.006
put35.005.407.500.00163.3%0.000.00-0.935-0.0320.005
put37.507.8011.200.00283.1%0.000.00-0.945-0.0340.004
put40.0010.0012.600.00228.6%0.000.00-0.952-0.0350.004
put42.5012.7015.200.00261.7%0.000.00-0.956-0.0370.004
put45.0015.2017.600.00275.6%0.000.00-0.960-0.0380.003
put47.5016.5021.500.00409.1%0.000.00-0.962-0.0390.003

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-12SCHEDULE 13G/ASEC
2026-10-2210-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-218-KCurrent report2026-10-21SEC
2026-10-218-KCurrent report2026-10-21SEC
2026-10-198-KCurrent report2026-10-16SEC
2026-09-288-KCurrent report2026-09-22SEC
2026-08-253Initial statement of beneficial ownership of securities2026-08-17SEC
2026-08-208-K/A2026-07-28SEC
2026-08-038-KCurrent report2026-07-28SEC
2026-07-2310-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-228-KCurrent report2026-07-22SEC
2026-07-228-KCurrent report2026-07-22SEC
2026-06-044/A2026-05-13SEC
2026-05-154Statement of changes in beneficial ownership of securities2026-05-13SEC
2026-04-29SCHEDULE 13GSEC
2026-04-29SCHEDULE 13GSEC
2026-04-278-KCurrent report2026-04-21SEC
2026-04-2310-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-228-KCurrent report2026-04-22SEC
2026-04-228-KCurrent report2026-04-22SEC
2026-03-26SCHEDULE 13G/ASEC
2026-03-12ARSAnnual report to security holders. 2025-12-31SEC
2026-03-12DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-03-12DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-04-21SEC
2026-03-114Statement of changes in beneficial ownership of securities2026-03-06SEC
2026-03-034Statement of changes in beneficial ownership of securities2026-03-02SEC
2026-03-034Statement of changes in beneficial ownership of securities2026-03-02SEC
2026-03-034Statement of changes in beneficial ownership of securities2026-03-02SEC
2026-03-034Statement of changes in beneficial ownership of securities2026-03-02SEC
2026-03-034Statement of changes in beneficial ownership of securities2026-03-02SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.17.09%
VANGUARD PORTFOLIO MANAGEMENT LLC9.78%
STATE STREET CORP7.43%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.26%
VANGUARD CAPITAL MANAGEMENT LLC4.39%
JPMORGAN CHASE & CO3.00%
TWO SIGMA INVESTMENTS, LP2.89%
GEODE CAPITAL MANAGEMENT, LLC2.78%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.58%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC1.43%

Funds

Fund% owned
iShares Core S&P Small-Cap ETF5.54%
VANGUARD REAL ESTATE INDEX FUND3.49%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.17%
iShares Russell 2000 ETF2.47%
VANGUARD SMALL-CAP INDEX FUND2.29%
VANGUARD SMALL-CAP VALUE INDEX FUND1.45%
VANGUARD EXTENDED MARKET INDEX FUND1.06%
Fidelity Small Cap Index Fund1.05%
Virtus KAR Small-Cap Value Fund0.91%
iShares Russell 2000 Value ETF0.91%

OakChart. GTY. Cached 15 minutes. Terms

Some panels did not load: insider.