OakChart

Piper Sandler Co's

PIPRFinancial·Capital Markets·USA·Mid·NYSE·Nov 12 • 3:59 PM ET

66.09-0.44 (-0.66%)
2026-11-13 13:06 CET
Market cap
$4.65B
Revenue, TTM
2,067.52 USD m
Net income, TTM
302.47 USD m
Free cash flow, TTM
874.22 USD m
EPS diluted, TTM
4.25
Price / earnings
15.54
Compare

Price

PIPR against its 20, 50 and 200-day averages
Terms2050200BeatMiss
Patternshover a marker to name it
RS 5Sales 564Price56460.0070.0080.001.6M3.2MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26PIPRclose 66.0920-day 66.0150-day 68.48200-day 75.8366.0952w low 61.3552-week range, not 6 months

29.3% under the 52-week high of 93.50 on 22 Jan 2026. 52-week low 61.35 on 14 Oct 2026. Last 15 sessions, 16.3% 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 2 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; Average True Range: Under 2
Minervini 0 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High; Performance: Year +50%
Zanger 0 of 5 — fails: RSI (14): Not Oversold (>50); Performance: Week +10%; 20-Day High/Low: 0-5% below High; Relative Volume: Over 1.5; 200-Day Simple Moving Average: Price above SMA200
Leaders 1 of 5 — fails: 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 1 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%)
Quality 2 of 5 — fails: Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); Current Ratio: Over 1
Value 1 of 4 — fails: P/E: Under 15; P/B: Under 2; Debt/Equity: Low (<0.1)
Income 3 of 4 — fails: Dividend Yield: Over 2%
Small Cap 2 of 4 — fails: 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

PIPR
52-week range, 15% of the way up
61.3593.50

Piper Sandler Cos. engages in the provision of investment banking and institutional securities services. It offers financial advisory services, equity and debt capital markets products, public finance services, equity research and institutional brokerage, fixed income services, and private equity strategies. The company was founded in 1895 and is headquartered in Minneapolis, MN.

IndexRUT
Employees1858
IPODec 19, 2003
Beta1.39
ATR, 14d2.47
Rel volume0.00
Short float3.67%
Insider own3.50%
Inst own89.79%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap$4.65B
Enterprise Value4.42B
Income302.47M
Sales2.07B
Book / share20.61
Cash / share8.26
Dividend Est.2.06 (3.11%)
Dividend TTM0.75 (1.13%)
Dividend Ex-DateNov 24, 2026
Dividend Gr. 3/5Y4.26% 17.01%
Payout17.07%
Employees1858
IPODec 19, 2003

Ratios

Price / earnings15.54
Forward price / earnings13.70
Price / earnings / growth1.59
Price / sales2.25
Price / book3.21
Price / cash8.00
Price / free cash flow5.31
Value / cash profit9.29
Value / sales2.14
Quick Ratio0.88
Current Ratio0.88
Debt / equity0.13
Long-term debt / equity0.00
Options and shortYes / Yes

Earnings

Earnings / share4.25
Earnings next year4.83
Earnings next quarter1.22
Earnings this year-6.65%
Earnings next year16.55%
Earnings growth, 5 years8.60%
Past earnings growth34.35% 42.22%
Past sales growth10.08% 8.74%
Earnings vs last year24.50%
Sales vs last year19.70%
Earnings vs last quarter-7.30%
Sales vs last quarter-10.92%
EarningsOct 30 BMO
Surprise-6.85% -2.43%

Ownership

Insiders own3.50%
Insider trades-1.59%
Institutions own89.79%
Institution trades0.30%
Return on assets13.01%
Return on equity22.70%
Return on capital21.88%
Gross Margin93.94%
Operating margin21.61%
Profit Margin14.63%
20-day average0.12%
50-day average-3.48%
200-day average-12.85%

Technical

Shares out70.28M
Shares floating67.83M
Short / float3.67%
Short ratio3.19
Short interest2.49M
52-week high93.50 -29.3%
52-week low61.35 +7.7%
Volatility2.35% 3.16%
Average range2.47
Strength index48.07
Market sensitivity1.39
Relative volume0.00
Avg Volume778.63K
Volume0

Performance

Perf Week-1.56%
Perf Month2.50%
Perf Quarter-13.61%
Perf Half Y-17.96%
Perf YTD-20.88%
Perf Year-20.69%
Perf 3Y91.73%
Perf 5Y58.65%
Perf 10Y365.66%
Recommendation2.00
Target Price75.75
Prev Close66.09
Price66.09
Change %0.00%

Analyst ratings

latest 10 of 11
DateActionAnalystRating changeTargetImplied
Mar 04, 2026UpgradeNorthland CapitalMarket Perform → Outperform$350+429.6%
Jan 26, 2026InitiatedBofA SecuritiesUnderperform$385+482.5%
Nov 10, 2025UpgradeGoldmanNeutral → Buy$386+484.1%
Jul 10, 2025UpgradeWolfe ResearchPeer Perform → Outperform$339+412.9%
Jan 06, 2025DowngradeGoldmanBuy → Neutral$317+379.6%
Jan 10, 2024DowngradeJMP SecuritiesMkt Outperform → Mkt Perform
Dec 19, 2023DowngradeNorthland CapitalOutperform → Market Perform
Jul 11, 2022DowngradeWolfe ResearchOutperform → Peer Perform$132+99.7%
Dec 02, 2021InitiatedWolfe ResearchOutperform$215+225.3%
Sep 21, 2021InitiatedGoldmanBuy$168+154.2%

Peers

Mkt cap
TickerCompanyMkt cap
SFStifel Financial Corp10.78B
HLIHoulihan Lokey Inc9.95B
JEFJefferies Financial Group Inc10.63B
MCMoelis & Co4.50B
EVREvercore Inc11.22B
LAZLazard Inc3.99B
LCLNLincoln International Inc2.67B
PWPPerella Weinberg Partners1.33B
OPYOppenheimer Holdings Inc951.64M
RJFRaymond James Financial Inc32.12B

Insider trading

latest 14 of 20
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Schoneman Debbra L.PresidentNov 02 '26Option Exercise24.7539,708982,77351,460Nov 03 04:13 PM
Schoneman Debbra L.PresidentNov 02 '26Sale67.3839,7082,675,52511,752Nov 03 04:13 PM
Schoneman Debbra L.OfficerNov 02 '26Proposed Sale67.3839,7082,675,423Nov 02 04:13 PM
Doyle Jonathan JHd of Financial Services GroupMay 05 '26Sale80.4745,0003,621,164477,684May 06 04:06 PM
Doyle Jonathan JHd of Financial Services GroupMay 04 '26Sale77.2245,0003,474,848522,684May 06 04:06 PM
JONATHAN DOYLEOfficerMay 05 '26Proposed Sale80.4745,0003,621,002May 05 04:15 PM
JONATHAN DOYLEOfficerMay 04 '26Proposed Sale77.2245,0003,474,774May 04 04:23 PM
Schoneman Debbra L.PresidentFeb 11 '26Option Exercise99.005,240518,7608,136Feb 13 04:39 PM
Schoneman Debbra L.PresidentFeb 11 '26Sale350.995,2401,839,2132,896Feb 13 04:39 PM
Schoneman Debbra L.OfficerFeb 11 '26Proposed Sale350.997,5002,632,461Feb 11 05:29 PM
Abraham Chad RCEO and ChairmanNov 26 '25Option Exercise99.004,400435,60057,958Dec 01 05:49 PM
Abraham Chad RCEO and ChairmanNov 28 '25Option Exercise99.003,000297,00056,558Dec 01 05:49 PM
Abraham Chad RCEO and ChairmanNov 26 '25Sale337.604,4001,485,44153,558Dec 01 05:49 PM
Abraham Chad RCEO and ChairmanNov 28 '25Sale336.213,0001,008,63353,558Dec 01 05:49 PM

Held by

AUM
TickerCompanyAUM
IJRiShares Core S&P Small-Cap ETFAUM: 107.13B
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
IWOiShares Russell 2000 Growth ETFAUM: 14.25B
SPSMState Street SPDR Portfolio S&P 600TM Small Cap ETFAUM: 16.19B
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.64B
VTWOVanguard Russell 2000 Index ETFAUM: 16.90B

News

latest 14 of 200

Quarterly earnings

2026Q3 EPS 0.870 missed 0.934, from 0.955 a year earlier. Sales 456.04 missed 467.39, from 455.31 a year earlier
EPS
1.72002024Q4 EPS 1.200 against 0.98524Q42025Q1 EPS 1.023 against 0.66325Q12025Q2 EPS 0.738 against 0.56225Q22025Q3 EPS 0.955 against 0.79325Q32025Q4 EPS 1.720 against 1.18625Q42026Q1 EPS 1.000 against 0.90926Q12026Q2 EPS 1.040 against 0.87526Q22026Q3 EPS 0.870 against 0.93426Q3
Sales, USD millions
63502024Q4 sales 484.11 against 454.3624Q42025Q1 sales 357.27 against 362.9925Q12025Q2 sales 405.39 against 355.0725Q22025Q3 sales 455.31 against 423.525Q32025Q4 sales 635 against 518.1625Q42026Q1 sales 474.41 against 436.326Q12026Q2 sales 495.52 against 445.2826Q22026Q3 sales 456.04 against 467.3926Q3

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 2026-09-302026-10-30 08:300.8700.9340.780456.04467.39EPS -6.9% · sales -2.4%vs 2025Q3, year-ago quarter · EPS -8.9% · sales +0.2%4Open -7.58% vs SPY -1.04%. Close -7.14% vs SPY -1.77%
2026Q2ended 2026-06-302026-07-30 08:301.0400.8750.952495.52445.28EPS +18.9% · sales +11.3%vs 2025Q2, year-ago quarter · EPS +41.0% · sales +22.2%4Open -1.49% vs SPY +0.90%. Close +3.20% vs SPY +1.68%
2026Q1ended 2026-03-312026-05-01 08:301.0000.9090.916474.41436.3EPS +10.0% · sales +8.7%vs 2025Q1, year-ago quarter · EPS -2.2% · sales +32.8%4Open -3.75% vs SPY +0.36%. Close -8.92% vs SPY +0.28%
2025Q4ended 2025-12-312026-02-06 08:301.7201.1861.600635518.16EPS +45.1% · sales +22.5%vs 2024Q4, year-ago quarter · EPS +43.3% · sales +31.2%4Open +7.05% vs SPY +0.57%. Close +9.88% vs SPY +1.92%
2025Q3ended 2025-09-302025-10-31 08:300.9550.7930.846455.31423.5EPS +20.4% · sales +7.5%vs 2024Q3, year-ago quarter · EPS +48.6% · sales +29.4%3 EPS · 4 salesOpen +1.69% vs SPY +0.77%. Close -2.40% vs SPY +0.33%
2025Q2ended 2025-06-302025-08-01 08:300.7380.5620.595405.39355.07EPS +31.3% · sales +14.2%vs 2024Q2, year-ago quarter · EPS +17.1% · sales +13.6%3 EPS · 4 salesOpen -1.83% vs SPY -0.91%. Close -1.18% vs SPY -1.64%
2025Q1ended 2025-03-312025-05-02 08:301.0230.6630.912357.27362.99EPS +54.1% · sales -1.6%vs 2024Q1, year-ago quarter · EPS +46.6% · sales +7.0%3 EPS · 4 salesOpen +5.68% vs SPY +1.12%. Close +3.73% vs SPY +1.48%
2024Q4ended 2024-12-312025-01-31 08:301.2000.9850.966484.11454.36EPS +21.8% · sales +6.5%vs 2023Q4, year-ago quarter · EPS +19.1% · sales +5.8%3 EPS · 4 salesOpen +5.48% vs SPY +0.41%. Close +2.30% vs SPY -0.53%
2024Q3ended 2024-09-302024-10-25 08:300.6430.6680.490351.84368.48EPS -3.7% · sales -4.5%vs 2023Q3, year-ago quarter · EPS +46.0% · sales +14.9%3 EPS · 4 salesOpen -3.00% vs SPY +0.39%. Close -3.09% vs SPY -0.03%
2024Q2ended 2024-06-302024-08-02 08:300.6300.5680.493356.71338.9EPS +11.0% · sales +5.3%vs 2023Q2, year-ago quarter · EPS +123.0% · sales +28.6%3 EPS · 4 salesOpen -1.98% vs SPY -1.34%. Close -6.70% vs SPY -1.86%
2024Q1ended 2024-03-312024-04-26 08:300.6980.5290.607333.91314.97EPS +31.8% · sales +6.0%vs 2023Q1, year-ago quarter · EPS +18.7% · sales +15.4%3 EPS · 4 salesOpen +0.73% vs SPY +0.57%. Close +2.67% vs SPY +0.95%
2023Q4ended 2023-12-312024-02-02 08:301.0080.6530.749457.39370.12EPS +54.2% · sales +23.6%vs 2022Q4, year-ago quarter · EPS +21.0% · sales +17.0%3 EPS · 4 salesOpen +6.57% vs SPY +0.09%. Close +7.57% vs SPY +1.05%
2023Q3ended 2023-09-302023-10-27 08:300.4400.3970.056306.21298.76EPS +10.9% · sales +2.5%vs 2022Q3, year-ago quarter · EPS -24.1% · sales -8.7%3 EPS · 4 sales-
2023Q2ended 2023-06-302023-07-28 08:300.2830.2960.058277.37274.01EPS -4.5% · sales +1.2%vs 2022Q2, year-ago quarter · EPS -54.3% · sales -19.8%3 EPS · 4 sales-
2023Q1ended 2023-03-312023-05-02 08:300.5880.4040.373289.23293.78EPS +45.4% · sales -1.5%vs 2022Q1, year-ago quarter · EPS -24.7% · sales -20.1%3 EPS · 4 sales-
2022Q4ended 2022-12-312023-02-03 08:300.8330.6180.563390.87349.86EPS +34.6% · sales +11.7%vs 2021Q4, year-ago quarter · EPS -57.5% · sales -38.3%3 EPS · 4 sales-

Annual earnings

2025FY EPS 4.435 beat 3.882, from 3.173 a year earlier. Sales 1,879 beat 1,762, from 1,526 a year earlier
EPS
5.48002018FY EPS 1.533 against 1.44520182019FY EPS 1.840 against 1.59420192020FY EPS 2.505 against 2.03920202021FY EPS 5.480 against 4.81820212022FY EPS 2.815 against 2.59820222023FY EPS 2.320 against 1.96320232024FY EPS 3.173 against 2.95320242025FY EPS 4.435 against 3.8822025
Sales, USD millions
1,98002018FY sales 780.82 against 766.2120182019FY sales 823.8 against 775.720192020FY sales 1,235 against 1,14520202021FY sales 1,980 against 1,83920212022FY sales 1,434 against 1,39320222023FY sales 1,330 against 1,24320232024FY sales 1,526 against 1,49720242025FY sales 1,879 against 1,7622025

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-5.680--2,45011.64
2027FYestimate-4.825--2,22213.70
2026FYestimate-4.140--1,98015.96
2025FY4.4353.8823.9551,8791,76218.84
2024FY3.1732.9532.5591,5261,49723.00
2023FY2.3201.9631.2411,3301,24318.24
2022FY2.8152.5981.6311,4341,39311.10
2021FY5.4804.8184.1071,9801,8397.58
2020FY2.5052.0390.6801,2351,1459.07
2019FY1.8401.5941.331823.8775.79.69
2018FY1.5331.4450.931780.82766.219.44
2017FY-0.3831.686-5.070895.19838.3311.03
2016FY1.1731.075-0.433769.87727.0213.34
2015FY0.8350.8700.835696.32626.0979.15
2014FY0.9680.9830.968648.14640.1868.31
2013FY0.675-0.675525.2-97.91
2012FY0.5650.5090.565488.95413.88116.97
2011FY-1.6280.239-1.628458.13475.21277.11
2010FY0.3080.3110.308530.07485.14214.93

Quarterly results

2026Q3 revenue 431.55, from 484.43 a year earlier. Operating margin 15.6%, from 22.6% a year earlier
Revenue, USD millions
668.1202024Q4 revenue 485.9624Q42025Q1 revenue 357.3125Q12025Q2 revenue 399.625Q22025Q3 revenue 484.4325Q32025Q4 revenue 668.1225Q42026Q1 revenue 471.8426Q12026Q2 revenue 496.0126Q22026Q3 revenue 431.5526Q3
Operating margin
28.402024Q4 operating margin 17.3%24Q42025Q1 operating margin 8.6%25Q12025Q2 operating margin 13.9%25Q22025Q3 operating margin 22.6%25Q32025Q4 operating margin 28.4%25Q42026Q1 operating margin 18.8%26Q12026Q2 operating margin 20.4%26Q22026Q3 operating margin 15.6%26Q3

From the quarterly statement. Not an estimate.

Estimate revisions

Latest snapshot of each period and type. 2026FY E 4.14 per share.
PeriodTypeScaleDateMeanvs prior date
2026FYEper share2026-11-024.14-2.5%
2026Q4Eper share2026-11-021.22-7.4%
2026FYRper share2026-11-024.16-4.9%
2026Q4Rper share2026-11-021.25-13.5%
2026Q3Eper share2026-10-300.93-0.4%
2026FYSUSD millions2026-10-301,980-5.0%
2026Q3S-2026-10-30464.29-0.7%
2026Q4S-2026-10-30563.58-14.1%
2026Q3Rper share2026-10-120.91-1.6%
2026Q2Eper share2026-07-150.880.0%
2026Q2S-2026-07-15445.280.0%
2026Q2Rper share2026-07-100.900.0%
2026Q1Eper share2026-04-220.910.0%
2026Q1S-2026-04-22436.30.0%
2026Q1Rper share2026-04-100.96-3.5%
2025FYEper share2026-01-2615.53-0.5%
2025Q4Eper share2026-01-264.74+0.2%
2025FYRper share2026-01-2615.51-1.2%
2025Q4Rper share2026-01-264.81-0.7%
2025FYSUSD millions2026-01-211,7620.0%
2025Q4S-2026-01-19518.16+0.0%
2025Q3Eper share2025-10-153.170.0%
2025Q3Rper share2025-10-133.57+1.1%
2025Q3S-2025-10-13423.5+0.2%
2025Q2Rper share2025-07-282.170.0%
2025Q2Eper share2025-07-162.250.0%
2025Q2S-2025-07-16355.070.0%
2025Q1Eper share2025-04-162.650.0%
2025Q1S-2025-04-16362.990.0%
2025Q1Rper share2025-04-013.15+1.0%
2024FYSUSD millions2025-01-131,497+0.0%
2024Q4S-2025-01-13454.36+0.0%
2024FYEper share2025-01-1011.81+0.3%
2024Q4Eper share2025-01-103.94+1.0%
2024FYRper share2025-01-0812.020.0%
2024Q4Rper share2025-01-034.13-1.4%
2024Q3Eper share2024-10-162.670.0%
2024Q3Rper share2024-10-162.690.0%
2024Q3S-2024-10-16368.480.0%
2024Q2Eper share2024-07-102.270.0%
2024Q2Rper share2024-07-102.21-1.3%
2024Q2S-2024-07-10338.9-0.1%
2024Q1Eper share2024-04-232.120.0%
2024Q1S-2024-04-17314.970.0%
2024Q1Rper share2024-04-092.41-0.8%
2023FYRper share2024-01-197.82+1.0%
2023FYSUSD millions2024-01-191,243+0.1%
2023FYEper share2024-01-107.850.0%

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share-5.070.9311.3310.684.1071.6311.2412.5593.9554.2519-
Sales USD millions9107598451,2562,0411,4321,3641,5321,9092,068-
Shares million shares135255555755616467-67
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share0.490.9660.9120.5950.8461.60.9160.9520.784
Sales USD millions362486357400484668472496432
Shares million shares646466676767686867

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 Revenue2,067.521,909.46+24.6%1,531.99+12.3%1,364.33-4.7%1,431.59-29.9%2,041.32+62.5%1,255.95+48.7%844.79+11.3%759.05
Total Expenses1,620.641,523.92+16.7%1,305.31+6.7%1,223.85-4.1%1,276.30-19.4%1,584.35+36.3%1,162.20+63.3%711.49+4.2%683.06
Operating Income446.89385.53+70.1%226.68+61.4%140.48-9.5%155.29-66.0%456.97+387.4%93.75-29.7%133.30+75.4%75.99
Unusual Expense0.106.14+137.1%2.59-66.6%7.75-32.3%11.44+142.4%4.72-56.1%10.76-24.9%14.32+309.1%3.50
Net Income Before Taxes443.76374.55+71.5%218.41+78.2%122.59-8.8%134.37-69.6%441.51+544.1%68.55-42.4%118.98+64.1%72.49
Income Taxes122.2380.58+32.2%60.97+158.2%23.61-28.9%33.19-70.1%111.14+479.2%19.19-21.9%24.58+36.2%18.05
Consolidated Net Income321.53293.96+86.7%157.44+59.1%98.97-2.2%101.18-69.4%330.37+569.3%49.36-45.1%89.89+89.6%47.40
Net Income From Continuing Operations302.47281.33+55.3%181.11+111.8%85.49-22.8%110.67-60.3%278.51+587.7%40.50-51.5%83.43+71.6%48.61
Net Income302.47281.33+55.3%181.11+111.8%85.49-22.8%110.67-60.3%278.51+587.7%40.50-45.4%74.17+48.4%49.99
EPS (Recurring) per share4.284.02+55.8%2.58+95.5%1.32-24.6%1.75-57.9%4.16+413.6%0.81-46.4%1.51+54.1%0.98
EPS (Basic, Before Extraordinaries) per share4.484.22+47.6%2.86+100.0%1.43-27.8%1.98-59.4%4.88+568.5%0.73-46.7%1.37+45.7%0.94
EPS (Diluted) per share4.253.95+54.3%2.56+106.5%1.24-23.9%1.63-60.3%4.11+504.4%0.68-48.9%1.33+43.0%0.93
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.00-4.51-7.04
Stock Option Compensation Expense151.4998.30+15.0%85.50+14.9%74.40-33.8%112.40-23.2%146.30+39.1%105.20+314.2%25.40-30.0%36.30
Price To Earnings Ratio ratio statement ratio, not the snapshot15.5415.5428.5640.3111.5810.1636.7513.0616.31
Price To Sales Ratio ratio2.253.163.462.211.541.481.201.321.16
Gross Margin %93.9492.1991.3189.9490.4892.7487.9989.8489.08
Operating Margin %21.6120.1914.8010.3010.8522.397.4615.7810.01
Net Margin %14.6314.7311.826.277.7313.643.228.786.59
Shares Outstanding million shares67.0967.48+4.7%64.45+6.0%60.80+11.2%54.69-3.2%56.52+2.6%55.10+0.4%54.87+5.6%51.98
Market Capitalization4,645.074,645.07-1.2%4,702.94+83.7%2,559.74+50.0%1,706.96-27.3%2,347.45+87.5%1,252.26+28.1%977.74+30.0%752.20

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 Revenue431.55-10.9%496.01+24.1%471.84+32.1%668.12+37.5%484.43+33.7%399.60+17.7%357.31+3.8%485.96+0.1%
Total Expenses364.31-2.9%394.84+14.8%383.18+17.3%478.31+19.1%375.14+23.2%343.88+11.4%326.60+12.5%401.72+2.1%
Operating Income67.24-38.5%101.17+81.6%88.67+188.7%189.81+125.3%109.29+89.2%55.72+80.4%30.71-42.9%84.24-8.5%
Unusual Expense0.00-100.0%0.00-100.0%0.000.10-88.0%1.04+33.3%5.00+410.2%0.000.83-78.4%
Net Income Before Taxes66.63-38.0%100.44+105.3%87.93+198.8%188.76+129.8%107.43+93.1%48.92+73.2%29.43-43.9%82.13-4.3%
Income Taxes26.48+6.1%30.34+76.7%19.6245.80+54.6%24.95+63.9%17.17+29.3%-7.33-358.1%29.63+39.3%
Consolidated Net Income40.16-51.3%70.10+120.8%68.31+85.8%142.96+172.3%82.48+104.2%31.75+112.1%36.77-25.8%52.50-18.7%
Net Income From Continuing Operations55.41-8.1%67.84+60.8%65.24+0.5%113.97+65.0%60.27+73.2%42.18+21.3%64.92+52.8%69.06+32.8%
Net Income55.41-8.1%67.84+60.8%65.24+0.5%113.97+65.0%60.27+73.2%42.18+21.3%64.92+52.8%69.06+32.8%
EPS (Recurring) per share0.78-9.3%0.95+48.4%0.92+1.1%1.60+64.9%0.86+72.0%0.64+28.0%0.91+49.2%0.97+22.8%
EPS (Basic, Before Extraordinaries) per share0.82-8.9%1.00+58.7%0.96-3.0%1.69+56.5%0.90+63.6%0.63+14.5%0.99+43.5%1.08+25.6%
EPS (Diluted) per share0.78-8.2%0.95+61.0%0.92+1.1%1.60+64.9%0.85+73.5%0.59+20.4%0.91+49.2%0.97+29.3%
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense20.50+7.3%22.10+35.6%22.40-10.8%86.49+220.3%19.10+13.7%16.30-14.2%25.10+10.6%27.00+11.6%
Price To Earnings Ratio ratio statement ratio, not the snapshot15.5418.2819.3721.1325.7023.0721.2928.56
Price To Sales Ratio ratio2.252.432.693.173.583.072.853.50
Gross Margin %92.8694.1394.5994.0392.1290.1291.1491.69
Operating Margin %15.5820.4018.7928.4122.5613.948.6017.33
Net Margin %12.8413.6813.8317.0612.4410.5618.1714.21
Shares Outstanding million shares67.09+0.3%67.55+1.1%67.86+2.7%67.48+4.7%66.92+4.9%66.79+5.0%66.06+5.6%64.45+6.0%
Market Capitalization4,645.07-18.6%5,139.32+12.6%5,457.23+35.6%5,637.04+19.9%5,709.85+29.7%4,564.68+30.3%4,023.16+37.0%4,702.94+83.7%

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 Investments809.41+67.6%482.83+26.0%383.10+4.8%365.62-62.3%970.97+91.2%507.94+103.2%250.02+396.5%50.36+49.0%33.79
Short Term Receivables141.48-47.9%271.67+10.6%245.71-28.4%343.11+12.3%305.53+16.7%261.81-14.8%307.32+18.9%258.51+46.7%176.23
Investment Securities0.000.000.000.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.000.000.000.00
Investments868.18+17.5%738.85+0.3%736.49+16.0%635.05+5.7%601.00+3.2%582.54-26.8%796.06+2.1%779.91-50.0%1,558.81
Investment in Unconsolidated Affiliates17.05+18.7%14.36+20.8%11.89+5.0%11.32-6.1%12.06+56.2%7.72+9.2%7.07+11.3%6.35-22.8%8.23
Net Property, Plant & Equipment141.33+12.1%126.02-3.2%130.16-16.5%155.95+26.7%123.10-2.6%126.36+80.8%69.88+116.3%32.30+28.3%25.18
Deferred Tax Assets188.64+1.6%185.66-11.4%209.52-7.7%227.00+20.7%188.00+38.4%135.85+59.2%85.31+5.6%80.75-26.5%109.82
Other Intangible Assets459.07-0.3%460.61+1.4%454.44-5.2%479.50+21.6%394.45-3.0%406.57+211.9%130.34-10.0%144.84+19.5%121.23
Total Assets2,625.16+15.1%2,280.01+5.0%2,171.30-2.1%2,217.55-14.5%2,595.11+27.9%2,028.77+23.3%1,645.99+21.7%1,353.02-33.5%2,033.30
Total Debt116.35+17.7%98.82-20.1%123.73-47.3%234.77+9.4%214.62-27.1%294.48+4.4%282.15+464.9%49.95-88.0%414.94
Long Term Debt74.520.000.00-100.0%125.000.0%125.00-35.9%195.00+11.4%175.000.00-100.0%125.00
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities32.52+35.1%24.07-20.6%30.32-15.8%36.00+20.8%29.80-5.8%31.63+83.1%17.27+122.8%7.75-10.0%8.61
Other Liabilities893.50+20.5%741.34+3.3%717.78+3.6%692.76-38.4%1,123.83+44.7%776.58+43.8%540.04+3.9%519.88-40.1%868.51
Total Liabilities1,042.37+20.6%864.24-0.9%871.83-9.5%963.53-29.6%1,368.25+24.1%1,102.69+31.4%839.46+45.3%577.59-55.3%1,292.06
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity1,371.01+11.7%1,227.83+13.1%1,085.50+3.0%1,054.07-0.8%1,062.21+28.1%829.42+13.4%731.28+7.9%677.44-2.3%693.33
Total Shareholders Equity1,371.01+11.7%1,227.83+13.1%1,085.50+3.0%1,054.07-0.8%1,062.21+28.1%829.42+13.4%731.28+7.9%677.44-2.3%693.33
Accumulated Minority Interest211.79+12.7%187.94-12.2%213.97+7.0%199.96+21.4%164.65+70.3%96.66+28.5%75.25+42.1%52.97+10.6%47.90
Total Equity1,582.79+11.8%1,415.77+8.9%1,299.47+3.6%1,254.03+2.2%1,226.86+32.5%926.08+14.8%806.53+10.4%730.42-1.5%741.24
Total Liabilities & Stockholders Equity2,625.16+15.1%2,280.01+5.0%2,171.30-2.1%2,217.55-14.5%2,595.11+27.9%2,028.77+23.3%1,645.99+25.8%1,308.01-35.7%2,033.30
Book Value Per Share per share20.32+6.7%19.05+6.7%17.85-7.4%19.27+2.6%18.79+24.9%15.05+12.9%13.33+2.3%13.03-75.7%53.70
Tangible Book Value Per Share per share14.11+12.5%12.54+14.2%10.98-2.7%11.29-10.8%12.65+54.3%8.20-28.3%11.43+0.4%11.38-75.0%45.59
Full-Time Employees people1,858+2.9%1,805+4.6%1,725-3.6%1,790+7.5%1,665+10.2%1,511-3.5%1,565+24.0%1,262-3.0%1,301
Price to Book Ratio ratio3.213.832.471.712.211.511.341.111.30
Return on Assets %11.478.143.904.6012.052.205.562.87-3.11
Return on Equity %21.6515.667.9910.4629.455.1911.847.09-8.93
Return on Invested Capital %19.4614.757.889.3923.463.958.187.38-7.93
Quick Ratio ratio1.050.930.770.911.070.900.880.560.18
Current Ratio ratio1.050.930.770.911.070.900.880.560.18

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 Operations487.89476.08+47.8%322.13+27.7%252.35+5.2%239.92-52.0%500.05+158.0%193.82+27.3%152.24+23.4%123.42
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital420.40256.12+570.5%38.20-9.1%42.03-372.28-251.5%245.67-39.6%406.48-73.64-172.09
Cash from Operating Activities908.29732.19+103.2%360.34+22.4%294.38-132.37-117.8%745.72+24.2%600.30+663.8%78.59-48.67
Capital Expenditures-34.08-34.66-15.50-10.05-30.60-20.58-17.58-6.52-15.80
Net Assets From Acquisitions-1.15-8.99-16.270.00-96.500.00-417.41-19.670.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.00-100.0%52.880.00
Purchase or Sale of Investments-143.04-134.36-65.53-18.22-47.74-14.10-191.25-3917.4%5.01-99.1%564.74
Purchase of Investments-173.40-145.57-81.61-18.76-92.54-99.10-228.17-10.800.00
Sale Or Maturity of Investments30.3511.21-30.3%16.09+2879.6%0.54-98.8%44.80-47.3%85.00+130.3%36.91+133.5%15.81-97.2%564.74
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-139.23-178.01-81.21-28.27-174.84-43.07-242.97-866.5%31.70-94.2%548.93
Cash Dividends Paid-143.06-114.15-73.73-84.44-107.53-99.35-28.17-35.59-47.16
Change in Capital Stock-158.61-120.80-66.43-70.68-187.33-69.90-21.96-50.58-70.90
Repurchase of Common Pref Stock-160.11-125.04-66.43-70.68-187.33-69.90-21.96-50.58-70.90
Sale of Common Pref Stock1.504.250.000.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.005.00-37.34-95.000.00-70.00-49.98-128.6%175.03-364.98
Change in Long Term Debt-0.000.00-125.000.00-70.000.00-100.0%175.00-125.00
Issuance of Long Term Debt-------175.00-
Reduction of Long Term Debt-0.000.00-125.000.00-70.000.000.00-125.00
Net Financing Active Other Cash Flow0.000.000.000.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.000.000.000.00
Cash from Financing Activities-301.67-229.94-178.25-250.12-294.86-239.25-100.11-212.7%88.85-483.04
Exchange Rate Effect-0.832.34-1.14-177.0%1.48-3.27-0.36-151.4%0.70+37.3%0.51-0.65
Net Change in Cash466.55326.58+227.4%99.74+470.9%17.47-605.34-230.7%463.03+79.5%257.92+29.2%199.65+1104.9%16.57
Free Cash Flow874.22697.53+102.3%344.84+21.3%284.33-162.97-122.5%725.14+24.4%582.72+708.4%72.08-64.47
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow ratio6.3810.3619.5815.07-4.842.7130.54-

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 Investments580.55+409.3%304.23+146.7%344.43+173.2%809.41+67.6%114.00-67.4%123.32-61.6%126.08+80.2%482.83+26.0%
Short Term Receivables163.47-71.7%296.38+3.8%197.54+13.8%141.48-47.9%576.64+234.8%285.60+58.4%173.60-34.0%271.67+10.6%
Investments842.19+9.3%908.82+14.3%845.71+8.5%868.18+17.5%770.85+4.5%794.89+14.2%779.76+1.5%738.85+0.3%
Investment in Unconsolidated Affiliates22.57+35.4%21.35+38.5%17.84+18.6%17.05+18.7%16.67+17.0%15.41+11.2%15.04+26.5%14.36+20.8%
Net Property, Plant & Equipment217.21+47.7%200.03+34.7%135.12-6.8%141.33+12.1%147.04+15.0%148.52+20.3%144.95+15.9%126.02-3.2%
Deferred Tax Assets158.94+16.8%147.10+5.9%138.19+6.9%188.64+1.6%136.12-12.8%138.88-5.7%129.31-6.6%185.66-11.4%
Other Intangible Assets446.62-2.6%448.95-0.8%451.23-0.1%459.07-0.3%458.51-3.2%452.51+3.2%451.76+1.4%460.61+1.4%
Total Assets2,431.56+9.5%2,326.86+18.8%2,130.06+17.0%2,625.16+15.1%2,219.82+9.2%1,959.14+2.0%1,820.50-0.1%2,280.01+5.0%
Total Debt178.70+55.9%175.01+50.6%112.22-3.0%116.35+17.7%114.66-0.4%116.22+29.0%115.67+26.4%98.82-20.1%
Long Term Debt0.00-100.0%0.000.0074.5292.800.000.000.00
Provision for Risks Charges0.000.000.000.000.000.000.000.00
Deferred Tax Liabilities---32.52+35.1%---24.07-20.6%
Other Liabilities690.81+7.6%584.42+31.8%459.98+40.8%893.50+20.5%642.00+15.7%443.51-9.3%326.73-19.5%741.34+3.3%
Total Liabilities869.52+14.9%759.43+35.7%572.20+29.3%1,042.37+20.6%756.66+12.9%559.73-3.4%442.39-11.1%864.24-0.9%
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity1,382.62+7.8%1,372.75+11.6%1,341.84+10.6%1,371.01+11.7%1,282.84+9.9%1,229.89+9.2%1,213.47+10.3%1,227.83+13.1%
Total Shareholders Equity1,382.62+7.8%1,372.75+11.6%1,341.84+10.6%1,371.01+11.7%1,282.84+9.9%1,229.89+9.2%1,213.47+10.3%1,227.83+13.1%
Accumulated Minority Interest179.42-0.5%194.68+14.8%216.02+31.2%211.79+12.7%180.33-7.4%169.52-21.0%164.64-26.7%187.94-12.2%
Total Equity1,562.04+6.8%1,567.42+12.0%1,557.86+13.0%1,582.79+11.8%1,463.16+7.4%1,399.41+4.4%1,378.11+4.0%1,415.77+8.9%
Total Liabilities & Stockholders Equity2,431.56+9.5%2,326.86+18.8%2,130.06+17.0%2,625.16+15.1%2,219.82+9.2%1,959.14+2.0%1,820.50-0.1%2,280.01+5.0%
Book Value Per Share per share20.61+7.5%20.32+10.4%19.77+7.6%20.32+6.7%19.17+4.8%18.41+4.0%18.37+4.4%19.05+6.7%
Tangible Book Value Per Share per share14.44+12.4%14.17+16.1%13.62+13.0%14.11+12.5%12.85+9.7%12.20+8.8%12.05+10.0%12.54+14.2%
Full-Time Employees people---1,858+2.9%---1,805+4.6%
Price to Book Ratio ratio3.213.663.774.114.453.713.323.83
Return on Assets %13.0114.3414.2611.4711.1210.8811.178.14
Return on Equity %22.7023.6222.0421.6519.3017.9117.5915.66
Return on Invested Capital %4.014.944.867.884.383.435.355.62
Quick Ratio ratio0.880.820.981.051.200.760.720.93
Current Ratio ratio0.880.820.981.051.200.760.720.93

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 Operations68.22-44.3%104.14+89.3%128.39+15.1%187.14+101.7%122.42+97.4%55.01+41.8%111.51-13.2%92.77-24.3%
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital239.74-36.37-307.8%-443.12660.16+502.1%-121.78-380.4%17.50-90.5%-299.77109.64-65.2%
Cash from Operating Activities307.95+48017.2%67.76-6.6%-314.73847.30+318.6%0.64-99.4%72.51-67.6%-188.26202.42-53.7%
Capital Expenditures-20.82-7.79-2.15-3.32-5.98-14.22-11.15-8.37
Net Assets From Acquisitions0.000.00-1.150.00-8.990.000.00-0.10
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-29.36-247.8%11.76-10.41-115.0319.86-25.06-147.7%-14.13-44.94
Purchase of Investments-41.97-187.4%9.08-23.01-117.5048.04-36.78-389.4%-39.32-47.83-2527.9%
Sale Or Maturity of Investments12.612.68-77.1%12.60-50.0%2.46-14.9%-28.1811.72-70.5%25.20+405.0%2.89
Other Uses0.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.00
Cash from Investing Activities21.15+332.5%-62.9020.87-118.354.89-39.27-179.9%-25.28-37.33-5077.3%
Cash Dividends Paid-13.63-13.84-100.72-14.87-11.93-17.09-70.26-12.61
Preferred Dividends (Cash Flow)0.000.000.000.000.000.000.000.00
Change in Capital Stock-39.41-30.97-69.37-18.87-1.90-20.89-79.14-6.46
Repurchase of Common Pref Stock-39.41-30.97-69.89-19.85-3.68-20.89-80.63-6.46
Sale of Common Pref Stock0.00-100.0%0.000.52-65.1%0.981.780.001.490.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.000.00-100.0%0.000.00-100.0%0.005.00-10.00-133.3%
Net Financing Active Other Cash Flow0.000.000.000.00-100.0%0.000.000.001.55
Other Financing Activities Uses0.000.000.000.00-100.0%0.000.000.001.55
Cash from Financing Activities-53.04-44.81-170.09-33.73-13.83-37.98-144.41-29.07
Exchange Rate Effect0.25-0.26-113.1%-1.03-186.6%0.20-1.03-137.6%1.981.19-3.38-381.7%
Net Change in Cash276.32-40.20-464.98695.42+424.3%-9.33-131.9%-2.76-101.1%-356.75132.65-60.0%
Free Cash Flow287.1459.98+2.9%-316.88843.98+334.9%-5.34-105.2%58.30-73.6%-199.40194.05-55.5%
Price to Free Cash Flow ratio6.3811.7012.5210.37-108.8021.0019.77

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
Security Brokers, Dealers & Flotation Companies1,531.601,904.22+24.3%100.0%
Total1,531.601,904.22+24.3%100.0%
Region
Name20242025vs 20242025 share
United States1,531.601,904.22+24.3%100.0%
Total1,531.601,904.22+24.3%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-303.67%2.5M67.8M732.18K
2026-10-153.94%2.7M68.2M699.17K
2026-09-304.07%2.8M68.2M644.72K
2026-09-153.53%2.4M68.2M597.52K
2026-08-313.62%2.5M68.2M578.01K
2026-08-144.06%2.8M68.2M591.67K
2026-07-313.67%2.5M68.2M634.59K
2026-07-154.53%3.1M68.6M630.38K
2026-06-304.29%2.9M68.6M620.37K
2026-06-154.08%2.8M68.4M635.78K
2026-05-294.01%2.8M68.6M684.44K
2026-05-154.11%2.8M68.6M729.97K
2026-04-304.00%2.7M68.6M758.78K
2026-04-153.66%2.5M68.8M738.77K
2026-03-313.95%2.7M68.9M729.66K
2026-03-133.76%2.6M68.9M680.96K
2026-02-273.51%2.4M68.9M627.24K
2026-02-132.76%1.9M68.4M561.62K
2026-01-302.74%1.9M68.4M516.67K
2026-01-152.97%2.0M68.4M583.86K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call40.0024.8027.700.003.1290.000.000.965-0.0950.007
call45.0019.8022.700.002.5570.000.000.957-0.0910.009
call50.0014.8017.700.002.0340.000.000.945-0.0850.011
call55.009.8012.700.001.5420.000.000.927-0.0780.013
call60.005.108.206.001.22321.000.000.880-0.0730.019
call65.001.204.704.021.07629.000.000.575-0.2430.038
call70.000.051.952.300.8961.000.000.344-0.1920.036
call75.000.002.651.451.2754.000.000.280-0.2650.033
call80.000.003.400.331.58656.000.000.241-0.3050.030
call85.000.002.800.111.8593.000.000.215-0.3360.028
call90.000.003.600.002.0990.000.000.198-0.3610.027
call95.000.003.700.002.3180.000.000.185-0.3820.026
call1000.003.603.002.51825.000.000.174-0.4000.025
call1050.002.852.102.7032.000.000.166-0.4160.024
call1100.003.400.002.8750.000.000.159-0.4310.023
call1150.003.401.003.0372.000.000.153-0.4440.023
call1200.003.402.403.1861.000.000.148-0.4560.022
call1250.004.800.353.3301.000.000.144-0.4670.022
call1300.003.400.003.3670.000.000.130-0.4410.021
put40.000.002.850.002.0520.000.00-0.034-0.0960.007
put45.000.001.150.001.6380.000.00-0.042-0.0910.009
put50.000.004.300.001.2600.000.00-0.054-0.0850.011
put55.000.000.950.800.9042.000.00-0.073-0.0770.013
put60.000.150.300.250.55925.001.00-0.120-0.0720.019
put65.000.153.101.400.9501240.00-0.424-0.2410.038
put70.003.004.903.800.6256.000.00-0.656-0.1890.036
put75.007.509.407.100.7647.000.00-0.719-0.2630.033
put80.0011.9015.307.801.4080.000.00-0.759-0.3020.030
put85.0016.9020.3010.131.6680.000.00-0.784-0.3320.028
put90.0021.9025.300.001.9010.000.00-0.801-0.3570.027
put95.0026.9030.300.002.1130.000.00-0.815-0.3770.026
put10031.9035.300.002.3070.000.00-0.825-0.3950.025
put10536.9040.300.002.4870.000.00-0.833-0.4100.024
put11041.9045.300.002.6540.000.00-0.840-0.4240.023
put11546.9050.300.002.8110.000.00-0.856-0.4040.022
put12051.9055.300.002.9580.000.00-0.861-0.4140.021
put12556.9060.300.003.0980.000.00-0.855-0.4580.022
put13061.9065.300.003.2290.000.00-0.869-0.4320.021

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-0510-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-034Statement of changes in beneficial ownership of securities2026-11-02SEC
2026-11-02144Filing for proposed sale of securities under Rule 144.SEC
2026-10-308-KCurrent report2026-10-30SEC
2026-10-014Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-014Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-014Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-09-234Statement of changes in beneficial ownership of securities2026-09-22SEC
2026-09-233Initial statement of beneficial ownership of securities2026-09-22SEC
2026-09-228-KCurrent report2026-09-22SEC
2026-09-144Statement of changes in beneficial ownership of securities2026-09-11SEC
2026-09-144Statement of changes in beneficial ownership of securities2026-09-11SEC
2026-09-144Statement of changes in beneficial ownership of securities2026-09-11SEC
2026-09-144Statement of changes in beneficial ownership of securities2026-09-11SEC
2026-09-144Statement of changes in beneficial ownership of securities2026-09-11SEC
2026-09-144Statement of changes in beneficial ownership of securities2026-09-11SEC
2026-08-0510-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-31SCHEDULE 13GSEC
2026-07-308-KCurrent report2026-07-30SEC
2026-07-014Statement of changes in beneficial ownership of securities2026-06-30SEC
2026-07-014Statement of changes in beneficial ownership of securities2026-06-30SEC
2026-07-014Statement of changes in beneficial ownership of securities2026-06-30SEC
2026-06-154Statement of changes in beneficial ownership of securities2026-06-12SEC
2026-06-154Statement of changes in beneficial ownership of securities2026-06-12SEC
2026-06-154Statement of changes in beneficial ownership of securities2026-06-12SEC
2026-06-154Statement of changes in beneficial ownership of securities2026-06-12SEC
2026-06-154Statement of changes in beneficial ownership of securities2026-06-12SEC
2026-06-154Statement of changes in beneficial ownership of securities2026-06-12SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-11002.68M1
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-05007.10M2
2026-040000
2026-030000
2026-02001.84M1
2026-010000
2025-120000
2025-11003.95M5

Institutional holders

Manager% owned
BlackRock, Inc.15.55%
VANGUARD PORTFOLIO MANAGEMENT LLC7.30%
VANGUARD CAPITAL MANAGEMENT LLC4.28%
STATE STREET CORP4.18%
GEODE CAPITAL MANAGEMENT, LLC2.44%
Invesco Ltd.2.36%
GOLDMAN SACHS GROUP INC2.27%
DIMENSIONAL FUND ADVISORS LP2.09%
North Reef Capital Management LP1.90%
WESTWOOD HOLDINGS GROUP INC1.74%

Funds

Fund% owned
iShares Core S&P Small-Cap ETF5.73%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.01%
iShares Russell 2000 ETF2.56%
VANGUARD SMALL-CAP INDEX FUND2.18%
VANGUARD SMALL-CAP VALUE INDEX FUND1.38%
VANGUARD EXPLORER FUND1.31%
Invesco Discovery Fund1.10%
VANGUARD EXTENDED MARKET INDEX FUND1.09%
Fidelity Small Cap Index Fund1.09%
iShares Russell 2000 Growth ETF0.92%

OakChart. PIPR. Cached 15 minutes. Terms