Stewart Information Services Corp
STCFinancial·Insurance - Property & Casualty·USA·Small·NYSE·Nov 13 • 6:59 AM ET
42.09+0.47 (1.13%)
2026-11-13 13:30 CET
Market cap
$1.28B
Revenue, TTM
3,371.78 USD m
Net income, TTM
120.78 USD m
Free cash flow, TTM
102.05 USD m
EPS diluted, TTM
3.98
10.56
Price
STC against its 20, 50 and 200-day averagesPatternshover a marker to name it
46.5% under the 52-week high of 78.61 on 25 Nov 2025. 52-week low 41.43 on 12 Nov 2026. Last 15 sessions, 19.2% high to low
Volume 0.00× normal · the line is the 50-bar volume average
Setup. RS line 0
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 0 of 5 — fails: 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%; Average Volume: Over 500K; 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 1 of 5 — fails: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); 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: Average Volume: Over 500K; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%
Accumulation 1 of 4 — fails: Institutional Transactions: Over +10%; 200-Day Simple Moving Average: Price above SMA200; Performance: Year Up
Relative Strength 0 of 3 — fails: Performance: Year +100%; 200-Day Simple Moving Average: Price above SMA200; Average Volume: Over 500K
Profile
STC52-week range, 2% of the way up
41.4378.61
Stewart Information Services Corp. is a real estate services company, which engages in the provision of title insurance and settlement-related services. It operates through the following segments: Title Insurance and Related Services, and Ancillary Services and Corporate. The Title Insurance and Related Services segment consists of searching, examining, closing, and insuring the condition of the title to real property. The Ancillary Services and Corporate segment includes its parent holding company, centralized administrative services departments, and ancillary service operations. The company was founded in 1893 and is headquartered in Houston, TX.
| Index | RUT |
|---|---|
| Employees | 7800 |
| IPO | Nov 01, 1982 |
| Beta | 1.04 |
| ATR, 14d | 2.18 |
| Rel volume | 0.00 |
| Short float | 4.27% |
| Insider own | 2.05% |
| Inst own | 100.03% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | $1.28B |
| Enterprise Value | - |
| Income | 120.78M |
| Sales | 3.37B |
| Book / share | 54.83 |
| Cash / share | - |
| Dividend Est. | 2.15 (5.11%) |
| Dividend TTM | 2.12 (5.05%) |
| Dividend Ex-Date | Sep 15, 2026 |
| Dividend Gr. 3/5Y | 7.50% 11.30% |
| Payout | 50.68% |
| Employees | 7800 |
| IPO | Nov 01, 1982 |
Ratios
| Price / earnings | 10.56 |
|---|---|
| Forward price / earnings | 7.25 |
| Price / earnings / growth | 1.33 |
| Price / sales | 0.38 |
| Price / book | 0.77 |
| Price / cash | - |
| Price / free cash flow | 12.59 |
| Value / cash profit | - |
| Value / sales | - |
| Quick Ratio | - |
| Current Ratio | 0.99 |
| Debt / equity | 0.47 |
| Long-term debt / equity | 0.47 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | 3.98 |
|---|---|
| Earnings next year | 5.80 |
| Earnings next quarter | 1.48 |
| Earnings this year | 1.86% |
| Earnings next year | 16.50% |
| Earnings growth, 5 years | 5.45% |
| Past earnings growth | -11.99% -8.24% |
| Past sales growth | -1.63% 5.01% |
| Earnings vs last year | 8.85% |
| Sales vs last year | 20.55% |
| Earnings vs last quarter | -36.99% |
| Sales vs last quarter | 13.02% |
| Earnings | Oct 21 AMC |
| Surprise | -11.34% -0.33% |
Ownership
| Insiders own | 2.05% |
|---|---|
| Insider trades | 1.54% |
| Institutions own | 100.03% |
| Institution trades | 3.31% |
| Return on assets | 3.93% |
| Return on equity | 7.68% |
| Return on capital | 4.91% |
| Gross Margin | - |
| Operating margin | 6.06% |
| Profit Margin | 3.58% |
| 20-day average | -8.83% |
| 50-day average | -21.16% |
| 200-day average | -33.87% |
Technical
| Shares out | 30.53M |
|---|---|
| Shares floating | 29.90M |
| Short / float | 4.27% |
| Short ratio | 2.73 |
| Short interest | 1.28M |
| 52-week high | 78.61 -46.5% |
| 52-week low | 41.43 +1.6% |
| Volatility | 5.59% 5.10% |
| Average range | 2.18 |
| Strength index | 33.15 |
| Market sensitivity | 1.04 |
| Relative volume | 0.00 |
| Avg Volume | 468.09K |
| Volume | 55 |
Performance
| Perf Week | -10.44% |
|---|---|
| Perf Month | -19.04% |
| Perf Quarter | -38.16% |
| Perf Half Y | -36.98% |
| Perf YTD | -40.09% |
| Perf Year | -42.09% |
| Perf 3Y | -4.55% |
| Perf 5Y | -45.73% |
| Perf 10Y | -7.92% |
| Recommendation | 1.80 |
| Target Price | 69.75 |
| Prev Close | 41.62 |
| Price | 42.09 |
| Change % | 1.13% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jul 27, 2026 | Downgrade | Keefe Bruyette | Outperform → Mkt Perform | $71 | +68.7% |
| Jul 21, 2026 | Initiated | The Benchmark Company | Buy | $87 | +106.7% |
| Feb 27, 2026 | Upgrade | Stephens | Equal-Weight → Overweight | $82 | +94.8% |
| Feb 02, 2026 | Initiated | Citizens JMP | Mkt Outperform | $80 | +90.1% |
| Jan 26, 2026 | Upgrade | Keefe Bruyette | Mkt Perform → Outperform | $81 | +92.4% |
| Dec 04, 2023 | Upgrade | BTIG Research | Neutral → Buy | $70 | +66.3% |
| Jul 18, 2023 | Resumed | BTIG Research | Neutral | ||
| Jun 27, 2023 | Downgrade | Keefe Bruyette | Outperform → Mkt Perform | $48 → $45 | +6.9% |
| Feb 02, 2022 | Initiated | BTIG Research | Buy | $99 | +135.2% |
| Oct 23, 2020 | Upgrade | Stephens | Equal-Weight → Overweight | $50 → $55 | +30.7% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| FAF | First American Financial Corp | 6.58B |
| FNF | Fidelity National Financial Inc | 11.56B |
| ITIC | Investors Title Co | 475.18M |
| ORI | Old Republic International Corp | 9.60B |
| RDN | Radian Group Inc | 4.62B |
| ESNT | Essent Group Ltd | 5.71B |
| MTG | MGIC Investment Corp | 5.52B |
| ICE | Intercontinental Exchange Inc | 99.72B |
| RKT | Rocket Companies Inc | 39.11B |
| COMP | Compass Inc | 7.71B |
Insider trading
latest 14 of 15| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Matz Deborah Jane | Director | Oct 23 '26 | Buy | 43.91 | 1,000 | 43,910 | 1,000 | Oct 27 04:35 PM |
| EPPINGER FREDERICK H | Chief Executive Officer | Oct 26 '26 | Buy | 44.45 | 3,000 | 133,350 | 173,675 | Oct 27 04:33 PM |
| Apel Thomas G | Director | Oct 23 '26 | Buy | 47.73 | 2,000 | 95,470 | 46,182 | Oct 26 06:51 PM |
| Corey William S. Jr. | Director | Oct 23 '26 | Buy | 46.82 | 2,000 | 93,640 | 13,433 | Oct 26 06:49 PM |
| BRADLEY C ALLEN JR | Director | Oct 23 '26 | Buy | 47.30 | 2,000 | 94,600 | 27,034 | Oct 26 06:47 PM |
| Glaze Brian | PAO | Aug 21 '26 | Sale | 69.16 | 1,500 | 103,740 | 11,784 | Aug 24 04:53 PM |
| Glaze Brian | Officer | Aug 21 '26 | Proposed Sale | 69.16 | 1,500 | 103,740 | Aug 21 12:55 PM | |
| BRADLEY C ALLEN JR | Director | Jun 01 '26 | Buy | 63.87 | 1,000 | 63,869 | 25,034 | Jun 02 04:30 PM |
| Hisey David C | Chief Financial Officer | Apr 24 '26 | Sale | 71.28 | 10,992 | 783,455 | 61,929 | Apr 27 04:25 PM |
| Hisey David C | Officer | Apr 24 '26 | Proposed Sale | 71.28 | 10,992 | 783,482 | Apr 24 04:28 PM | |
| BRADLEY C ALLEN JR | Director | Mar 12 '26 | Buy | 62.59 | 700 | 43,813 | 22,243 | Mar 12 04:21 PM |
| BRADLEY C ALLEN JR | Director | Mar 11 '26 | Buy | 63.15 | 300 | 18,945 | 21,543 | Mar 12 04:21 PM |
| BRADLEY C ALLEN JR | Director | Mar 10 '26 | Buy | 65.34 | 1,000 | 65,345 | 21,243 | Mar 11 04:17 PM |
| WOELFER W. TODD | Officer | Dec 11 '25 | Proposed Sale | 106.84 | 1,729 | 184,726 | Dec 11 03:20 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | AUM: 107.13B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 696.31B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.86B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.54B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.79B |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | AUM: 8.56B |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.17B |
| SPSM | State Street SPDR Portfolio S&P 600TM Small Cap ETF | AUM: 16.19B |
| IJS | iShares S&P Small-Cap 600 Value ETF | AUM: 7.79B |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | AUM: 15.64B |
News
latest 14 of 196- STEWART INFORMATION SERVICES CORPORATION APPOINTS MICHAEL BROWN AS NEW DIRECTOR (PR Newswire)
- Stewart's Q3 Shows Growth Cut In Half And Adjusted EPS Down 18.9% As Rate Spike Lowers The Bar (Earnings Whispers) -6.33%
- Stewart Information Services: Q3 Earnings Snapshot (Associated Press)
- Stewart Reports Third Quarter 2026 Results (PR Newswire)
- Stewart Information Services Corporation Announces Third Quarter 2026 Earnings Conference Call (Business Wire)
- PropStream Introduces AI Search, Making Property Search Faster and More Conversational (Business Wire)
- Stewart Named a Forbes America's Best Employer for Women for Third Consecutive Year (Business Wire)
- Stewart Expands Commercial Energy & Infrastructure Capabilities with Acquisition of Tower Title (Business Wire)
- Stewart Strengthens Title Capabilities Through Acquisition of ProTitleUSA and DocSolutionUSA (Business Wire)
- STEWART INFORMATION SERVICES CORPORATION ANNOUNCES DIVIDEND INCREASE AND DECLARES THIRD QUARTER DIVIDEND (PR Newswire)
- Stewart Information Services Corp (STC) Q2 2026 Earnings Call Highlights: Strong Revenue Growth ... (GuruFocus.com) -7.83%
- Stewart Information Services: Q2 Earnings Snapshot (Associated Press)
- Stewart Reports Second Quarter 2026 Results (PR Newswire)
- STEWART INFORMATION SERVICES CORPORATION DECLARES SECOND QUARTER DIVIDEND (PR Newswire)
Quarterly earnings
2026Q3 EPS 1.330 missed 1.500, from 1.640 a year earlier. Sales 900.7 missed 903.67, from 791.3 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 | 2026-10-21 16:30 | 1.330 | 1.500 | 0.980 | 900.7 | 903.67 | EPS -11.3% · sales -0.3% | vs 2025Q3, year-ago quarter · EPS -18.9% · sales +13.8% | 4 EPS · 3 sales | Open +0.38% vs SPY -0.87%. Close -6.33% vs SPY -1.18% |
| 2026Q2ended 2026-06-30 | 2026-07-22 16:30 | 1.390 | 1.629 | 1.206 | 895.8 | 838.07 | EPS -14.7% · sales +6.9% | vs 2025Q2, year-ago quarter · EPS +3.7% · sales +24.2% | 4 EPS · 3 sales | Open -8.25% vs SPY -1.08%. Close -7.83% vs SPY -1.23% |
| 2026Q1ended 2026-03-31 | 2026-04-22 16:30 | 0.780 | 0.520 | 0.551 | 778.4 | 730.43 | EPS +50.0% · sales +6.6% | vs 2025Q1, year-ago quarter · EPS +212.0% · sales +27.8% | 4 EPS · 3 sales | Open -3.00% vs SPY -0.24%. Close +3.87% vs SPY -0.39% |
| 2025Q4ended 2025-12-31 | 2026-02-04 16:30 | 1.650 | 1.373 | 1.248 | 794.4 | 770.61 | EPS +20.2% · sales +3.1% | vs 2024Q4, year-ago quarter · EPS +47.3% · sales +19.6% | 4 EPS · 3 sales | Open +1.96% vs SPY -0.77%. Close +2.92% vs SPY -1.25% |
| 2025Q3ended 2025-09-30 | 2025-10-22 16:30 | 1.640 | 1.385 | 1.553 | 791.3 | 737.3 | EPS +18.4% · sales +7.3% | vs 2024Q3, year-ago quarter · EPS +53.3% · sales +19.3% | 2 EPS · 1 sales | Open +0.49% vs SPY +0.05%. Close -4.10% vs SPY +0.59% |
| 2025Q2ended 2025-06-30 | 2025-07-23 16:30 | 1.340 | 1.185 | 1.127 | 721.5 | 662.6 | EPS +13.1% · sales +8.9% | vs 2024Q2, year-ago quarter · EPS +116.1% · sales +19.7% | 2 EPS · 1 sales | Open +6.59% vs SPY +0.06%. Close +10.20% vs SPY +0.03% |
| 2025Q1ended 2025-03-31 | 2025-04-23 16:30 | 0.250 | 0.333 | 0.109 | 608.9 | 589 | EPS -25.0% · sales +3.4% | vs 2024Q1, year-ago quarter · EPS +127.3% · sales +11.3% | 3 EPS · 2 sales | Open -6.76% vs SPY +0.24%. Close -1.87% vs SPY +2.10% |
| 2024Q4ended 2024-12-31 | 2025-02-05 16:30 | 1.120 | 0.927 | 0.804 | 664.2 | 639.1 | EPS +20.9% · sales +3.9% | vs 2023Q4, year-ago quarter · EPS +250.0% · sales +15.0% | 3 EPS · 2 sales | Open -0.15% vs SPY +0.29%. Close +3.91% vs SPY +0.35% |
| 2024Q3ended 2024-09-30 | 2024-10-23 16:30 | 1.070 | 0.960 | 1.067 | 663.2 | 638.4 | EPS +11.5% · sales +3.9% | vs 2023Q3, year-ago quarter · EPS +109.8% · sales +9.9% | 2 | Open +4.57% vs SPY +0.34%. Close +6.03% vs SPY +0.22% |
| 2024Q2ended 2024-06-30 | 2024-07-24 16:30 | 0.620 | 0.990 | 0.619 | 602.7 | 597 | EPS -37.4% · sales +1.0% | vs 2023Q2, year-ago quarter · EPS +6.9% · sales +9.5% | 2 EPS · 3 sales | Open -5.17% vs SPY +0.02%. Close -1.13% vs SPY -0.52% |
| 2024Q1ended 2024-03-31 | 2024-04-24 16:30 | 0.110 | -0.235 | 0.112 | 547.3 | 531.86 | EPS -146.8% · sales +2.9% | vs 2023Q1, year-ago quarter · EPS -136.7% · sales +4.0% | 2 EPS · 3 sales | Open +0.91% vs SPY -1.23%. Close -2.08% vs SPY -0.38% |
| 2023Q4ended 2023-12-31 | 2024-02-07 16:30 | 0.320 | 0.463 | 0.318 | 577.4 | 566.46 | EPS -30.8% · sales +1.9% | vs 2022Q4, year-ago quarter · EPS -34.7% · sales -10.2% | 4 EPS · 3 sales | Open +0.52% vs SPY 0.00%. Close +0.25% vs SPY +0.04% |
| 2023Q3ended 2023-09-30 | 2023-10-25 16:30 | 0.510 | 0.700 | 0.506 | 603.7 | 573.37 | EPS -27.1% · sales +5.3% | vs 2022Q3, year-ago quarter · EPS -52.8% · sales -16.5% | 3 | - |
| 2023Q2ended 2023-06-30 | 2023-07-26 16:30 | 0.580 | 0.737 | 0.576 | 550.3 | 585.83 | EPS -21.3% · sales -6.1% | vs 2022Q2, year-ago quarter · EPS -74.3% · sales -35.3% | 3 | - |
| 2023Q1ended 2023-03-31 | 2023-04-26 16:30 | -0.300 | -0.227 | -0.301 | 526.1 | 505.65 | EPS +32.3% · sales +4.0% | vs 2022Q1, year-ago quarter · EPS -114.2% · sales -35.4% | 3 EPS · 2 sales | - |
| 2022Q4ended 2022-12-31 | 2023-02-08 16:30 | 0.490 | 0.747 | 0.488 | 643.2 | 619.35 | EPS -34.4% · sales +3.9% | vs 2021Q4, year-ago quarter · EPS -84.3% · sales -32.7% | 3 EPS · 2 sales | - |
Annual earnings
2025FY EPS 4.890 beat 4.600, from 3.350 a year earlier. Sales 2,916 beat 2,881, from 2,478 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 | - | 5.735 | - | - | 3,826 | 7.34 |
| 2027FYestimate | - | 5.802 | - | - | 3,595 | 7.25 |
| 2026FYestimate | - | 4.981 | - | - | 3,435 | 8.45 |
| 2025FY | 4.890 | 4.600 | 4.050 | 2,916 | 2,881 | 14.37 |
| 2024FY | 3.350 | 3.177 | 2.606 | 2,478 | 2,472 | 20.15 |
| 2023FY | 1.110 | 1.477 | 1.106 | 2,257 | 2,234 | 52.93 |
| 2022FY | 5.940 | 6.370 | 5.935 | 3,032 | 3,032 | 7.19 |
| 2021FY | 11.900 | 10.545 | 11.897 | 3,282 | 3,096 | 6.70 |
| 2020FY | 6.220 | 5.647 | 6.218 | 2,290 | 2,172 | 7.78 |
| 2019FY | 3.310 | 3.693 | 3.310 | 1,897 | 1,901 | 12.32 |
| 2018FY | 2.010 | 2.143 | 2.007 | 1,908 | 1,921 | 20.60 |
| 2017FY | 2.060 | 2.063 | 2.062 | 1,954 | 1,925 | 20.53 |
| 2016FY | 1.850 | 1.843 | 1.852 | 2,007 | 1,432 | 24.91 |
| 2015FY | -0.260 | -0.127 | -0.264 | 2,034 | 2,024 | - |
| 2014FY | 1.240 | 1.013 | 1.240 | 1,871 | 1,791 | 33.95 |
| 2013FY | 2.600 | 2.217 | 2.600 | 1,928 | 1,887 | 16.19 |
| 2012FY | 4.610 | 2.875 | 4.610 | 1,910 | 1,897 | 9.13 |
| 2011FY | 0.120 | 0.200 | 0.120 | 1,635 | 1,578 | 350.76 |
| 2010FY | -0.690 | -1.160 | -0.690 | 1,672 | 1,662 | - |
Quarterly results
2026Q3 revenue 900.68, from 796.92 a year earlier
From the quarterly statement. Not an estimate.
Estimate revisions
Latest snapshot of each period and type. 2026FY E 4.98 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | E | per share | 2026-10-23 | 4.98 | -1.4% |
| 2026Q4 | E | per share | 2026-10-23 | 1.48 | +1.4% |
| 2026FY | R | per share | 2026-10-23 | 4.17 | -14.7% |
| 2026Q4 | R | per share | 2026-10-23 | 1.43 | -10.9% |
| 2026FY | S | USD millions | 2026-10-23 | 3,435 | -0.6% |
| 2026Q4 | S | - | 2026-10-23 | 886.53 | -1.6% |
| 2026Q3 | E | per share | 2026-10-19 | 1.50 | -1.8% |
| 2026Q3 | R | per share | 2026-10-19 | 1.53 | -3.5% |
| 2026Q3 | S | - | 2026-10-19 | 903.67 | -0.6% |
| 2026Q2 | E | per share | 2026-07-17 | 1.63 | -0.3% |
| 2026Q2 | R | per share | 2026-07-17 | 1.47 | -0.7% |
| 2026Q2 | S | - | 2026-07-17 | 838.07 | -0.3% |
| 2026Q1 | E | per share | 2026-04-21 | 0.52 | 0.0% |
| 2026Q1 | S | - | 2026-03-01 | 730.43 | 0.0% |
| 2026Q1 | R | per share | 2026-02-25 | 0.32 | -1.6% |
| 2025FY | E | per share | 2026-01-30 | 4.60 | 0.0% |
| 2025Q4 | E | per share | 2026-01-30 | 1.37 | -0.1% |
| 2025FY | R | per share | 2026-01-30 | 3.95 | -1.9% |
| 2025Q4 | R | per share | 2026-01-30 | 1.16 | -6.1% |
| 2025FY | S | USD millions | 2026-01-30 | 2,881 | +0.3% |
| 2025Q4 | S | - | 2026-01-30 | 770.61 | +0.4% |
| 2025Q3 | E | per share | 2025-10-14 | 1.39 | +0.7% |
| 2025Q3 | S | - | 2025-10-07 | 737.3 | 0.0% |
| 2025Q2 | E | per share | 2025-07-15 | 1.19 | -3.7% |
| 2025Q2 | S | - | 2025-07-08 | 662.6 | -1.4% |
| 2025Q2 | R | per share | 2025-04-24 | 1.05 | 0.0% |
| 2025Q3 | R | per share | 2025-04-24 | 1.48 | +2.1% |
| 2025Q1 | E | per share | 2025-04-22 | 0.33 | 0.0% |
| 2025Q1 | R | per share | 2025-04-22 | 0.09 | 0.0% |
| 2025Q1 | S | - | 2025-04-22 | 589 | 0.0% |
| 2024FY | E | per share | 2025-01-28 | 2.87 | -4.3% |
| 2024Q4 | E | per share | 2025-01-28 | 0.85 | -13.3% |
| 2024FY | R | per share | 2025-01-28 | 2.87 | -4.3% |
| 2024Q4 | R | per share | 2025-01-28 | 0.85 | -13.3% |
| 2024FY | S | USD millions | 2025-01-07 | 2,472 | 0.0% |
| 2024Q4 | S | - | 2025-01-07 | 639.1 | 0.0% |
| 2024Q3 | E | per share | 2024-10-18 | 0.96 | -1.5% |
| 2024Q3 | R | per share | 2024-10-18 | 0.96 | -1.5% |
| 2024Q3 | S | - | 2024-10-08 | 638.4 | 0.0% |
| 2024Q2 | S | - | 2024-07-19 | 597 | -0.8% |
| 2024Q2 | E | per share | 2024-07-10 | 1.04 | 0.0% |
| 2024Q2 | R | per share | 2024-07-10 | 1.04 | 0.0% |
| 2024Q1 | S | - | 2024-04-24 | 531.86 | 0.0% |
| 2024Q1 | E | per share | 2024-04-23 | -0.24 | 0.0% |
| 2024Q1 | R | per share | 2024-04-23 | -0.24 | 0.0% |
| 2023FY | S | USD millions | 2024-02-01 | 2,234 | 0.0% |
| 2023FY | E | per share | 2024-01-22 | 1.48 | -4.3% |
| 2023FY | R | per share | 2024-01-22 | 1.48 | -4.3% |
Estimate history
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 2.062 | 2.007 | 3.31 | 6.218 | 11.897 | 5.935 | 1.106 | 2.606 | 4.045 | 3.9841 | - |
| Sales USD millions | 1,956 | 1,908 | 1,940 | 2,288 | 3,306 | 3,069 | 2,257 | 2,490 | 2,922 | 3,372 | - |
| Shares million shares | 24 | 24 | 24 | 27 | 27 | 27 | 27 | 28 | 30 | - | 31 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 1.067 | 0.804 | 0.109 | 1.127 | 1.553 | 1.248 | 0.551 | 1.206 | 0.979 |
| Sales USD millions | 668 | 666 | 612 | 722 | 797 | 791 | 781 | 899 | 901 |
| Shares million shares | 28 | 28 | 28 | 28 | 28 | 30 | 30 | 30 | 31 |
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 | 3,371.78 | 2,921.64+17.3% | 2,490.42+10.3% | 2,257.34-26.5% | 3,069.30-7.2% | 3,305.79+44.5% | 2,288.43+18.0% | 1,940.01+1.7% | 1,907.67 |
| Losses, Claims & Reserves | 1,271.72 | 1,129.33+19.5% | 945.22+5.8% | 893.80-31.8% | 1,311.04-8.1% | 1,426.67+34.6% | 1,059.70+19.9% | 883.65-1.7% | 898.56 |
| Selling, General and Administrative Incl. Other | 1,895.74 | 1,606.29+13.8% | 1,410.98+10.0% | 1,282.94-14.9% | 1,507.20+4.7% | 1,440.12+43.3% | 1,004.78+9.8% | 915.16-0.3% | 917.81 |
| Operating Income before Interest Expense | 204.32 | 186.02+38.6% | 134.22+66.5% | 80.60-67.9% | 251.06-42.8% | 439.00+96.0% | 223.94+58.6% | 141.19+54.6% | 91.30 |
| Interest Expense | 28.32 | 20.44+2.7% | 19.91+0.9% | 19.74+7.3% | 18.40+265.8% | 5.03+92.0% | 2.62-39.6% | 4.34+11.9% | 3.88 |
| Unusual Expense | - | - | - | - | - | - | 2.82-85.8% | 19.89+33.5% | 14.90 |
| Net Income Before Taxes | 176.00 | 165.57+44.8% | 114.31+87.8% | 60.86-73.8% | 232.65-46.4% | 433.97+98.6% | 218.50+86.8% | 116.97+61.3% | 72.53 |
| Income Taxes | 40.34 | 35.41+35.4% | 26.16+71.4% | 15.26-70.0% | 50.86-45.9% | 93.99+92.5% | 48.83+82.9% | 26.70+97.6% | 13.51 |
| Consolidated Net Income | 135.66 | 130.16+47.6% | 88.16+93.3% | 45.60-74.9% | 181.79-46.5% | 339.98+100.4% | 169.67+88.0% | 90.27+52.9% | 59.02 |
| Net Income From Continuing Operations | 120.78 | 115.53+57.6% | 73.31+140.8% | 30.44-81.2% | 162.31-49.8% | 323.22+108.7% | 154.91+97.1% | 78.61+65.4% | 47.52 |
| Net Income | 120.78 | 115.53+57.6% | 73.31+140.8% | 30.44-81.2% | 162.31-49.8% | 323.22+108.7% | 154.91+97.1% | 78.61+65.4% | 47.52 |
| EPS (Recurring) per share | 3.90 | 4.05+55.2% | 2.61+135.1% | 1.11-81.3% | 5.94-50.1% | 11.90+88.9% | 6.30+61.5% | 3.90+59.2% | 2.45 |
| EPS (Basic, Before Extraordinaries) per share | 3.98 | 4.12+55.5% | 2.65+136.6% | 1.12-81.3% | 6.00-50.2% | 12.05+92.8% | 6.25+87.7% | 3.33+64.9% | 2.02 |
| EPS (Diluted) per share | 3.98 | 4.05+55.2% | 2.61+135.1% | 1.11-81.3% | 5.93-50.2% | 11.90+91.3% | 6.22+87.9% | 3.31+64.7% | 2.01 |
| Non-Operating Income (Expense) | 0.00 | 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 | 0.00 |
| Stock Option Compensation Expense | 17.89 | 17.10+50.5% | 11.36+13.4% | 10.02-9.6% | 11.08-0.8% | 11.17+92.6% | 5.80+262.5% | 1.60-56.8% | 3.70 |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 10.45 | 10.45 | 31.90 | 46.27 | 4.99 | 6.71 | 7.95 | 12.34 | 20.63 |
| Price To Sales Ratio ratio | 0.46 | 0.69 | 0.76 | 0.72 | 0.38 | 0.66 | 0.53 | 0.50 | 0.51 |
| Operating Margin % | 6.06 | 6.37 | 5.39 | 3.57 | 8.18 | 13.28 | 9.79 | 7.28 | 4.79 |
| Net Margin % | 3.58 | 3.95 | 2.94 | 1.35 | 5.29 | 9.78 | 6.77 | 4.05 | 2.49 |
| Shares Outstanding million shares | 30.53 | 30.22+8.9% | 27.76+1.4% | 27.37+0.9% | 27.13+0.9% | 26.89+0.6% | 26.73+12.7% | 23.710.0% | 23.72 |
| Market Capitalization | 1,270.52 | 1,270.52-32.1% | 1,870.94+16.4% | 1,607.53+38.7% | 1,159.14-45.9% | 2,144.00+65.9% | 1,292.15+33.6% | 967.01-1.6% | 982.88 |
| Operating Income after Interest Expense | - | 165.57+44.8% | 114.31+87.8% | 60.86-73.8% | 232.65-46.4% | 433.97+96.1% | 221.32+61.7% | 136.85+56.5% | 87.43 |
| 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 | 900.68+13.0% | 899.24+24.5% | 781.31+27.7% | 790.55+18.7% | 796.92+19.3% | 722.18+19.9% | 611.98+10.4% | 665.93+14.4% |
| Losses, Claims & Reserves | 342.56+7.4% | 336.96+23.2% | 294.58+23.2% | 297.62+18.4% | 319.07+25.0% | 273.57+23.7% | 239.08+10.0% | 251.38+5.8% |
| Selling, General and Administrative Incl. Other | 504.94+22.6% | 499.75+25.9% | 455.47+25.8% | 435.58+16.5% | 411.78+12.8% | 396.89+14.3% | 362.04+11.5% | 374.04+16.6% |
| Operating Income before Interest Expense | 53.17-19.5% | 62.54+20.9% | 31.25+187.8% | 57.36+41.6% | 66.07+38.5% | 51.73+53.0% | 10.86-11.0% | 40.52+70.7% |
| Interest Expense | 7.62+55.5% | 7.44+50.3% | 7.63+53.8% | 5.63+9.3% | 4.900.0% | 4.95+2.9% | 4.96-2.0% | 5.15+3.8% |
| Operating Income after Interest Expense | 45.56-25.5% | 55.10+17.8% | 23.62+300.3% | 51.73+46.3% | 61.17+43.0% | 46.78+61.3% | 5.90-17.5% | 35.37+88.3% |
| Net Income Before Taxes | 45.56-25.5% | 55.10+17.8% | 23.62+300.3% | 51.73+46.3% | 61.17+43.0% | 46.78+61.3% | 5.90-17.5% | 35.37+88.3% |
| Income Taxes | 11.63-10.3% | 13.35+19.8% | 4.56+850.0% | 10.81+32.5% | 12.97+42.2% | 11.14+40.3% | 0.48-48.9% | 8.16+43.9% |
| Consolidated Net Income | 33.93-29.6% | 41.75+17.2% | 19.07+251.8% | 40.91+50.3% | 48.20+43.2% | 35.63+69.1% | 5.42-12.7% | 27.21+107.7% |
| Net Income From Continuing Operations | 30.32-31.5% | 37.22+16.6% | 16.96+450.6% | 36.28+59.5% | 44.26+47.0% | 31.92+84.1% | 3.08-1.6% | 22.74+158.1% |
| Net Income | 30.32-31.5% | 37.22+16.6% | 16.96+450.6% | 36.28+59.5% | 44.26+47.0% | 31.92+84.1% | 3.08-1.6% | 22.74+158.1% |
| EPS (Recurring) per share | 0.98-36.8% | 1.21+7.1% | 0.55+400.0% | 1.25+56.3% | 1.55+44.9% | 1.13+82.3% | 0.110.0% | 0.80+150.0% |
| EPS (Basic, Before Extraordinaries) per share | 0.99-37.3% | 1.22+7.0% | 0.56+409.1% | 1.20+46.3% | 1.58+45.0% | 1.14+81.0% | 0.110.0% | 0.82+156.3% |
| EPS (Diluted) per share | 0.98-36.8% | 1.21+7.1% | 0.55+400.0% | 1.25+56.3% | 1.55+44.9% | 1.13+82.3% | 0.110.0% | 0.80+150.0% |
| 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 | 3.22-1.5% | 4.51+7.1% | 3.30+19.6% | 6.86+118.5% | 3.27+27.2% | 4.21+45.2% | 2.76+30.8% | 3.14+67.0% |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 10.45 | 14.74 | 15.25 | 19.55 | 23.60 | 25.05 | 27.42 | 31.90 |
| Price To Sales Ratio ratio | 0.46 | 0.62 | 0.61 | 0.70 | 0.75 | 0.69 | 0.79 | 0.77 |
| Operating Margin % | 5.90 | 6.95 | 4.00 | 7.26 | 8.29 | 7.16 | 1.77 | 6.08 |
| Net Margin % | 3.37 | 4.14 | 2.17 | 4.59 | 5.55 | 4.42 | 0.50 | 3.41 |
| Shares Outstanding million shares | 30.53+9.0% | 30.45+9.0% | 30.42+9.0% | 30.22+8.9% | 28.02+1.1% | 27.94+1.2% | 27.92+1.2% | 27.76+1.4% |
| Market Capitalization | 1,270.52-38.1% | 2,008.80+10.5% | 1,873.23-6.3% | 2,102.47+12.4% | 2,052.85-0.8% | 1,817.55+6.2% | 1,999.66+11.9% | 1,870.94+16.4% |
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 | 321.77+48.8% | 216.30-7.3% | 233.37-6.0% | 248.37-48.9% | 485.92+12.3% | 432.68+30.9% | 330.61+72.1% | 192.07+28.0% | 150.08 |
| Investments | 654.07-7.9% | 710.30-1.2% | 718.96-2.1% | 734.40+5.4% | 696.86-1.2% | 705.07+5.5% | 668.57+1.5% | 658.97-10.2% | 733.82 |
| Premium Balance Receivables - Insurance | 194.72+33.9% | 145.39+12.7% | 128.95+12.4% | 114.75-5.7% | 121.63+32.0% | 92.12+23.1% | 74.83-1.0% | 75.59-8.3% | 82.41 |
| Net Property, Plant & Equipment | 273.03+3.2% | 264.69-2.5% | 271.57-3.9% | 282.73-0.4% | 283.89+22.9% | 231.01+4.0% | 222.12+63.9% | 135.53-4.1% | 141.26 |
| Investment in Unconsolidated Affiliates | 4.93+7.6% | 4.58+8.5% | 4.22-7.9% | 4.58-3.6% | 4.75-29.7% | 6.76+9.6% | 6.17-28.2% | 8.59-6.6% | 9.20 |
| Deferred Tax Assets | 7.66+58.6% | 4.83+27.8% | 3.78+45.9% | 2.59-32.7% | 3.85-11.1% | 4.33-1.8% | 4.41-3.7% | 4.58+9.3% | 4.19 |
| Other Intangible Assets | 1,796.62+29.8% | 1,384.07+3.1% | 1,342.02-0.6% | 1,350.47+11.0% | 1,216.45+140.1% | 506.60+77.1% | 286.09-3.9% | 297.61+4.4% | 284.94 |
| Total Assets | 3,252.80+19.1% | 2,730.14+1.0% | 2,702.86-1.3% | 2,737.88-2.7% | 2,813.36+42.2% | 1,978.58+24.2% | 1,592.79+16.0% | 1,372.93-2.3% | 1,405.89 |
| Insurance Policy Liabilities - Insurance | 524.47+2.5% | 511.53-3.2% | 528.27-3.9% | 549.450.0% | 549.61+10.7% | 496.27+8.1% | 459.05-0.5% | 461.56-4.0% | 480.99 |
| Total Debt | 768.76+36.1% | 564.68-2.8% | 580.94-2.4% | 595.01-6.0% | 632.91+186.6% | 220.86-1.6% | 224.47+107.8% | 108.04-1.2% | 109.31 |
| Long Term Debt | 731.66+40.0% | 522.73-2.3% | 535.16-2.2% | 547.45-5.6% | 580.07+221.4% | 180.51+3.2% | 174.93+70.4% | 102.64+0.7% | 101.91 |
| 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 | 53.32+88.6% | 28.27+12.9% | 25.05-5.9% | 26.62-45.4% | 48.78+104.5% | 23.85-17.0% | 28.72+102.1% | 14.21-25.3% | 19.03 |
| Other Liabilities | 255.85+19.2% | 214.58+12.9% | 190.05-3.3% | 196.54-31.6% | 287.33+27.6% | 225.18+77.6% | 126.78+16.0% | 109.28-7.2% | 117.74 |
| Total Liabilities | 1,602.41+21.5% | 1,319.06-0.4% | 1,324.31-3.2% | 1,367.61-9.9% | 1,518.63+57.2% | 966.17+15.2% | 839.03+21.1% | 693.09-4.7% | 727.08 |
| 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 | 1,641.08+17.0% | 1,402.14+2.2% | 1,371.41+0.7% | 1,362.15+6.3% | 1,282.01+27.5% | 1,005.11+34.5% | 747.31+11.0% | 673.52+0.2% | 672.21 |
| Total Shareholders Equity | 1,641.08+17.0% | 1,402.14+2.2% | 1,371.41+0.7% | 1,362.15+6.3% | 1,282.01+27.5% | 1,005.11+34.5% | 747.31+11.0% | 673.52+0.2% | 672.21 |
| Accumulated Minority Interest | 9.31+4.0% | 8.95+25.4% | 7.14-12.0% | 8.11-36.3% | 12.73+74.6% | 7.29+13.0% | 6.45+2.2% | 6.31-4.4% | 6.60 |
| Total Equity | 1,650.40+17.0% | 1,411.09+2.4% | 1,378.55+0.6% | 1,370.27+5.8% | 1,294.73+27.9% | 1,012.41+34.3% | 753.76+10.9% | 679.84+0.2% | 678.81 |
| Total Liabilities & Stockholders Equity | 3,252.80+19.1% | 2,730.14+1.0% | 2,702.86-1.3% | 2,737.88-2.7% | 2,813.36+42.2% | 1,978.58+24.2% | 1,592.79+16.0% | 1,372.93-2.3% | 1,405.89 |
| Book Value Per Share per share | 54.30+7.5% | 50.50+0.8% | 50.11-0.2% | 50.21+5.3% | 47.67+26.8% | 37.60+19.3% | 31.52+11.0% | 28.40+0.2% | 28.34 |
| Tangible Book Value Per Share per share | 1.46-72.0% | 5.22+34.5% | 3.88+16.9% | 3.32-30.0% | 4.74-76.4% | 20.06-3.7% | 20.83+19.1% | 17.49-3.7% | 18.17 |
| Full-Time Employees people | 7,800+11.4% | 7,000+2.9% | 6,800-4.2% | 7,100-2.7% | 7,300+25.9% | 5,800+9.4% | 5,300-1.9% | 5,400-9.4% | 5,960 |
| Price to Book Ratio ratio | 0.76 | 1.33 | 1.19 | 0.86 | 1.67 | 1.29 | 1.29 | 1.46 | 1.51 |
| Return on Assets % | 3.86 | 2.70 | 1.12 | 5.85 | 13.49 | 8.67 | 5.30 | 3.42 | 3.54 |
| Return on Equity % | 7.59 | 5.29 | 2.23 | 12.28 | 28.26 | 17.68 | 11.07 | 7.06 | 7.41 |
| Return on Invested Capital % | 4.87 | 3.81 | 1.60 | 8.50 | 17.36 | 13.07 | 8.52 | 6.12 | 6.29 |
| Current Ratio ratio | 1.15 | 0.84 | 0.87 | 0.78 | 1.15 | 1.16 | 0.97 | 0.71 | 0.59 |
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 | 221.44 | 203.29+34.2% | 151.50+23.9% | 122.25-52.3% | 256.11-30.8% | 370.35+83.9% | 201.43+46.9% | 137.09+42.5% | 96.18 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -29.28 | 2.39 | -15.89 | -39.20 | -64.25-422.2% | 19.94-73.2% | 74.38+154.1% | 29.27 | -12.00 |
| Cash from Operating Activities | 192.16 | 205.69+51.7% | 135.61+63.3% | 83.04-56.7% | 191.86-50.8% | 390.29+41.5% | 275.81+65.8% | 166.36+97.6% | 84.18 |
| Capital Expenditures | -90.12 | -73.41 | -40.47 | -37.79 | -47.95 | -39.80 | -14.99 | -17.07 | -10.68 |
| Net Assets From Acquisitions | -465.55 | -370.01 | -14.38 | -25.10 | -146.70 | -605.60 | -199.54 | 0.00 | -19.84 |
| Sale of Fixed Assets and Businesses | -3.53 | 0.00 | 0.00-100.0% | 1.06+65.6% | 0.64-94.0% | 10.68+4543.5% | 0.23-83.0% | 1.35+1587.5% | 0.08 |
| Purchase or Sale of Investments | 86.22 | 98.44+2163.0% | 4.35-89.1% | 39.92 | -110.95-5031.1% | 2.25 | -18.44-187.0% | 21.19-41.8% | 36.41 |
| Purchase of Investments | -106.43 | -116.25 | -126.23 | -92.29 | -214.73 | -143.93 | -118.30 | -78.13 | -43.06 |
| Sale Or Maturity of Investments | 192.65 | 214.70+64.4% | 130.59-1.2% | 132.21+27.4% | 103.78-29.0% | 146.18+46.4% | 99.86+0.5% | 99.32+25.0% | 79.47 |
| Other Uses | -30.47 | -30.47 | -39.91 | -8.05 | 0.00 | -18.43 | 0.00 | 0.00 | 0.00 |
| Other Sources | 8.55 | 6.86+117.8% | 3.15 | 0.00-100.0% | 0.45 | 0.00-100.0% | 1.37-12.7% | 1.57-31.7% | 2.30 |
| Cash from Investing Activities | -494.90 | -368.58 | -87.26 | -29.97 | -304.50 | -650.89 | -231.37-3386.5% | 7.04-15.0% | 8.28 |
| Cash Dividends Paid | -65.55 | -58.48 | -53.92 | -50.52 | -44.67 | -36.64 | -30.23 | -28.34 | -28.26 |
| Change in Capital Stock | 142.55 | 144.42+2052.3% | 6.71+110.3% | 3.19+24.1% | 2.57+458.7% | 0.46-99.6% | 107.91 | -0.53 | -1.18 |
| Repurchase of Common Pref Stock | -5.75 | -3.89 | -3.84 | -1.78 | -3.26 | -2.25 | -1.05 | -0.53 | -1.18 |
| Sale of Common Pref Stock | 148.31 | 148.31+1305.8% | 10.55+112.3% | 4.97-14.8% | 5.83+115.1% | 2.71-97.5% | 108.96 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 140.81 | 140.81 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 108.96 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 207.94 | 199.95+1999400.0% | 0.01 | -2.24 | -36.99-109.5% | 387.54 | -9.12-450.8% | 2.60 | -5.59 |
| Change in Long Term Debt | 207.94 | 199.95+1999400.0% | 0.01 | -2.24 | -36.99-109.5% | 387.54 | -9.12-450.8% | 2.60 | -5.59 |
| Issuance of Long Term Debt | 210.99 | 201.18+5834.5% | 3.39-4.2% | 3.54-91.0% | 39.50-96.7% | 1,197.35+7174.3% | 16.46-46.0% | 30.46+109.6% | 14.53 |
| Reduction of Long Term Debt | -3.05 | -1.22 | -3.38 | -5.78 | -76.49 | -809.82 | -25.58 | -27.87 | -20.12 |
| Net Financing Active Other Cash Flow | -18.29 | -20.68 | -13.76 | -19.52 | -40.29 | -35.37 | -14.26 | -11.48 | -11.63 |
| Other Financing Activities Uses | -18.29 | -20.68 | -13.81 | -19.52 | -40.40 | -35.37 | -14.26 | -11.51 | -11.63 |
| Cash from Financing Activities | 266.66 | 265.21 | -60.96 | -69.10 | -119.38-137.8% | 315.99+481.9% | 54.30 | -37.76 | -46.66 |
| Exchange Rate Effect | -0.12 | 3.16 | -4.46-537.3% | 1.02 | -5.53 | -2.15-164.4% | 3.34+15.2% | 2.90 | -3.81 |
| Net Change in Cash | -36.20 | 105.48 | -17.07 | -15.00 | -237.55-546.2% | 53.24-47.8% | 102.07-26.3% | 138.54+229.9% | 41.99 |
| Free Cash Flow | 102.05 | 132.28+39.0% | 95.14+110.3% | 45.25-68.6% | 143.91-58.9% | 350.49+34.4% | 260.81+74.7% | 149.28+103.1% | 73.50 |
| 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 | 42.19 | 27.19 | 46.05 | - | 11.77 | 6.90 | 5.22 | 8.01 | 21.68 |
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 | 152.31-19.2% | 261.63+46.9% | 271.24+82.6% | 321.77+48.8% | 188.52+2.6% | 178.10+33.5% | 148.51+7.3% | 216.30-7.3% |
| Investments | 649.83-12.1% | 653.27-11.2% | 648.74-10.0% | 654.07-7.9% | 739.47+0.8% | 735.47+4.4% | 720.56+0.5% | 710.30-1.2% |
| Net Property, Plant & Equipment | 306.43+13.8% | 288.41+6.1% | 281.59+8.7% | 273.03+3.2% | 269.28-0.8% | 271.74+1.1% | 259.05-4.0% | 264.69-2.5% |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 4.93+7.6% | 0.00 | 0.00 | 0.00 | 4.58+8.5% |
| Deferred Tax Assets | 8.14+69.6% | 7.90+64.9% | 7.74+75.9% | 7.66+58.6% | 4.80+28.0% | 4.79+30.5% | 4.40+18.3% | 4.83+27.8% |
| Other Intangible Assets | 1,944.27+33.5% | 1,850.98+30.4% | 1,808.47+27.7% | 1,796.62+29.8% | 1,456.64+5.5% | 1,419.84+2.7% | 1,415.93+2.9% | 1,384.07+3.1% |
| Total Assets | 3,296.84+15.9% | 3,291.51+18.4% | 3,237.99+19.6% | 3,252.80+19.1% | 2,845.55+4.2% | 2,781.16+5.1% | 2,707.10+2.1% | 2,730.14+1.0% |
| Insurance Policy Liabilities - Insurance | 521.50+0.2% | 519.22-0.7% | 516.78+1.2% | 524.47+2.5% | 520.45+0.6% | 523.09+2.1% | 510.79-1.6% | 511.53-3.2% |
| Total Debt | 788.33+38.0% | 770.98+33.9% | 770.61+37.6% | 768.76+36.1% | 571.11+0.5% | 575.79+0.5% | 560.18-3.1% | 564.68-2.8% |
| Long Term Debt | 788.33+38.0% | 770.98+33.9% | 770.61+37.6% | 731.66+40.0% | 571.11+0.5% | 575.79+0.5% | 560.18-3.1% | 522.73-2.3% |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 66.95+78.0% | 58.08+80.9% | 52.99+78.4% | 53.32+88.6% | 37.62+15.8% | 32.10+36.5% | 29.71+26.5% | 28.27+12.9% |
| Other Liabilities | 236.78+1.0% | 270.45+32.6% | 251.95+26.9% | 255.85+19.2% | 234.47+19.2% | 203.90+23.3% | 198.55+19.3% | 214.58+12.9% |
| Total Liabilities | 1,613.56+18.3% | 1,618.72+21.3% | 1,592.32+22.6% | 1,602.41+21.5% | 1,363.64+3.7% | 1,334.88+4.8% | 1,299.23+0.9% | 1,319.06-0.4% |
| 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 | 1,673.62+13.6% | 1,663.42+15.7% | 1,638.00+17.0% | 1,641.08+17.0% | 1,473.42+4.7% | 1,437.75+5.4% | 1,400.43+3.2% | 1,402.14+2.2% |
| Total Shareholders Equity | 1,673.62+13.6% | 1,663.42+15.7% | 1,638.00+17.0% | 1,641.08+17.0% | 1,473.42+4.7% | 1,437.75+5.4% | 1,400.43+3.2% | 1,402.14+2.2% |
| Accumulated Minority Interest | 9.66+13.8% | 9.36+9.7% | 7.67+3.1% | 9.31+4.0% | 8.49+17.1% | 8.53+30.2% | 7.44+14.5% | 8.95+25.4% |
| Total Equity | 1,683.28+13.6% | 1,672.78+15.7% | 1,645.66+16.9% | 1,650.40+17.0% | 1,481.91+4.8% | 1,446.28+5.5% | 1,407.86+3.2% | 1,411.09+2.4% |
| Total Liabilities & Stockholders Equity | 3,296.84+15.9% | 3,291.51+18.4% | 3,237.99+19.6% | 3,252.80+19.1% | 2,845.55+4.2% | 2,781.16+5.1% | 2,707.10+2.1% | 2,730.14+1.0% |
| Book Value Per Share per share | 54.83+4.3% | 54.63+6.2% | 53.84+7.3% | 54.30+7.5% | 52.59+3.6% | 51.46+4.1% | 50.16+1.9% | 50.50+0.8% |
| Tangible Book Value Per Share per share | -1.17-116.8% | 1.58-76.3% | 1.50-70.6% | 1.46-72.0% | 6.98+27.8% | 6.68+72.2% | 5.10+40.1% | 5.22+34.5% |
| Full-Time Employees people | 8,400+13.5% | 8,100+15.7% | - | 7,800+11.4% | 7,400+8.8% | 7,000+4.5% | 6,800 | 7,000+2.9% |
| Price to Book Ratio ratio | 0.76 | 1.23 | 1.13 | 1.34 | 1.42 | 1.30 | 1.41 | 1.33 |
| Return on Assets % | 3.93 | 4.44 | 4.35 | 3.86 | 3.66 | 3.24 | 2.73 | 2.70 |
| Return on Equity % | 7.68 | 8.69 | 8.52 | 7.59 | 7.08 | 6.27 | 5.31 | 5.29 |
| Return on Invested Capital % | 1.23 | 1.53 | 0.70 | 1.53 | 2.16 | 1.59 | 0.16 | 1.18 |
| Current Ratio ratio | 0.99 | 1.15 | 1.18 | 1.15 | 0.96 | 0.92 | 0.82 | 0.84 |
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 | 57.87-6.4% | 60.91+9.0% | 38.94+78.0% | 63.72+42.3% | 61.81+28.9% | 55.87+38.0% | 21.88+19.8% | 44.79+81.9% |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -11.26-136.5% | -0.41 | -43.43 | 25.82+11.5% | 30.83+9.4% | -2.45 | -51.81 | 23.16+56.0% |
| Cash from Operating Activities | 46.61-49.7% | 60.50+13.2% | -4.49 | 89.54+31.8% | 92.64+21.7% | 53.43+153.0% | -29.93 | 67.95+72.2% |
| Capital Expenditures | -20.98 | -25.45 | -16.44 | -27.24 | -19.09 | -14.77 | -12.31 | -12.34 |
| Net Assets From Acquisitions | -106.26 | -25.93 | -1.91 | -331.46 | -30.03 | -1.10 | -7.42 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.19-79.1% | -0.14-110.8% | 0.17-89.0% | -3.75 | 0.91+2933.3% | 1.30+900.0% | 1.54+15300.0% | -0.17-124.6% |
| Purchase or Sale of Investments | -18.35 | -3.07-166.6% | -3.88 | 111.51+230.6% | -15.49 | 4.61-52.7% | -2.19 | 33.73+52.6% |
| Purchase of Investments | -43.00 | -53.65 | -18.88 | 9.09-44.1% | -42.99 | -52.29 | -30.06 | 16.27+963.4% |
| Sale Or Maturity of Investments | 24.66-10.3% | 50.59-11.1% | 15.00-46.2% | 102.42+486.6% | 27.50-31.9% | 56.90+25.8% | 27.87+1.3% | 17.46-15.1% |
| Other Uses | 0.00 | 0.00 | 0.00 | -30.47 | 0.00-100.0% | 0.00 | 0.00 | -39.91 |
| Other Sources | 0.52-54.8% | 2.84+504.3% | 0.32-15.8% | 4.87+64.5% | 1.15+505.3% | 0.47 | 0.38+111.1% | 2.96 |
| Cash from Investing Activities | -144.87 | -51.75 | -21.74 | -276.54 | -62.55 | -9.49 | -20.01 | -15.73-332.0% |
| Cash Dividends Paid | -16.94 | -16.40 | -16.34 | -15.87 | -14.71 | -13.97 | -13.94 | -13.88 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | 4.08-2.4% | 0.08 | -2.43 | 140.81+8812.0% | 4.18-13.5% | -0.11-210.0% | -0.47-347.4% | 1.58 |
| Repurchase of Common Pref Stock | -0.11 | -0.09 | -5.23 | -0.32 | -0.09 | -0.11 | -3.37 | -0.23 |
| Sale of Common Pref Stock | 4.19-2.1% | 0.18 | 2.80-3.4% | 141.14+7741.1% | 4.28-13.2% | 0.00-100.0% | 2.90-19.0% | 1.80+1400.0% |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 140.81 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 8.02 | -0.21 | 0.06 | 200.07 | 0.00 | 0.00 | -0.12-1300.0% | 0.00 |
| Change in Long Term Debt | 8.02 | -0.21 | 0.06 | 200.07 | 0.00 | 0.00 | -0.12-1300.0% | 0.00 |
| Issuance of Long Term Debt | 8.06 | 0.18 | 2.56+158.6% | 200.18 | 0.00 | 0.00 | 0.99-70.8% | 0.00 |
| Reduction of Long Term Debt | -0.04 | -0.40 | -2.50 | -0.11 | 0.00 | 0.00 | -1.11 | 0.00 |
| Net Financing Active Other Cash Flow | -5.86 | -3.01 | -4.26 | -5.15 | -8.62 | -2.80 | -4.12 | -2.95 |
| Other Financing Activities Uses | -5.86 | -3.01 | -4.26 | -5.15 | -8.62 | -2.80 | -4.12 | -3.00 |
| Cash from Financing Activities | -10.70 | -19.54 | -22.97 | 319.87 | -19.14 | -16.88 | -18.64 | -15.25 |
| Exchange Rate Effect | -0.36 | 1.19-53.0% | -1.33-268.4% | 0.38 | -0.54-132.7% | 2.53 | 0.79 | -4.45-315.0% |
| Net Change in Cash | -109.32-1149.1% | -9.60-132.4% | -50.54 | 133.26+309.7% | 10.42-79.3% | 29.59 | -67.79 | 32.53+7.1% |
| Free Cash Flow | 25.63-65.2% | 35.05-9.3% | -20.93 | 62.30+12.0% | 73.56+9.1% | 38.66+224.3% | -42.24 | 55.61+78.5% |
| Price to Free Cash Flow ratio | 42.19 | 23.51 | 20.47 | 27.67 | 30.23 | 28.90 | 53.33 | 46.29 |
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 |
|---|---|---|---|---|
| Non-US | 148.13 | 156.43 | +5.6% | 5.4% |
| United States | 2,342.29 | 2,765.21 | +18.1% | 94.6% |
| Total | 2,490.42 | 2,921.64 | +17.3% | 100.0% |
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| Corporate | -1.21 | 1.25 | -203.4% | 0.0% |
| Real Estate Solutions | 358.67 | 438.37 | +22.2% | 15.0% |
| Title | 2,132.96 | 2,482.02 | +16.4% | 85.0% |
| Total | 2,490.42 | 2,921.64 | +17.3% | 100.0% |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 4.27% | 1.3M | 29.9M | 409.91K |
| 2026-10-15 | 4.02% | 1.2M | 29.9M | 273.77K |
| 2026-09-30 | 3.74% | 1.1M | 29.9M | 242.32K |
| 2026-09-15 | 4.05% | 1.2M | 29.9M | 241.83K |
| 2026-08-31 | 3.82% | 1.1M | 29.9M | 233.10K |
| 2026-08-14 | 3.67% | 1.1M | 29.9M | 227.81K |
| 2026-07-31 | 3.76% | 1.1M | 29.9M | 225.41K |
| 2026-07-15 | 3.11% | 0.9M | 29.8M | 209.75K |
| 2026-06-30 | 2.93% | 0.9M | 29.8M | 207.26K |
| 2026-06-15 | 2.65% | 0.8M | 29.8M | 201.67K |
| 2026-05-29 | 2.09% | 0.6M | 29.8M | 204.76K |
| 2026-05-15 | 2.13% | 0.6M | 29.8M | 214.01K |
| 2026-04-30 | 2.63% | 0.8M | 29.8M | 229.91K |
| 2026-04-15 | 2.43% | 0.7M | 29.9M | 247.26K |
| 2026-03-31 | 2.72% | 0.8M | 29.9M | 259.60K |
| 2026-03-13 | 2.82% | 0.8M | 29.9M | 248.31K |
| 2026-02-27 | 2.41% | 0.7M | 29.9M | 251.99K |
| 2026-02-13 | 1.56% | 0.5M | 29.4M | 251.04K |
| 2026-01-30 | 1.87% | 0.5M | 29.4M | 236.34K |
| 2026-01-15 | 1.60% | 0.5M | 29.4M | 228.13K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 30.00 | 10.90 | 14.00 | 0.00 | 321.8% | 0.00 | 0.00 | 0.980 | -0.018 | 0.003 |
| call | 35.00 | 5.50 | 9.00 | 0.00 | 226.1% | 0.00 | 0.00 | 0.838 | -0.124 | 0.015 |
| call | 40.00 | 1.00 | 4.90 | 6.30 | 170.2% | 16.00 | 0.00 | 0.639 | -0.135 | 0.023 |
| call | 45.00 | 0.00 | 4.90 | 3.00 | 256.0% | 7.00 | 0.00 | 0.481 | -0.368 | 0.024 |
| call | 50.00 | 0.00 | 4.90 | 1.30 | 318.5% | 17.00 | 0.00 | 0.437 | -0.487 | 0.024 |
| call | 55.00 | 0.00 | 4.90 | 1.90 | 368.5% | 7.00 | 0.00 | 0.403 | -0.554 | 0.024 |
| call | 60.00 | 0.00 | 0.10 | 0.10 | 130.2% | 82.00 | 0.00 | 0.034 | -0.038 | 0.005 |
| call | 65.00 | 0.00 | 4.90 | 0.15 | 152.4% | 71.00 | 0.00 | 0.030 | -0.040 | 0.004 |
| call | 70.00 | 0.00 | 4.90 | 0.00 | 172.6% | 0.00 | 0.00 | 0.027 | -0.042 | 0.004 |
| call | 75.00 | 0.00 | 4.90 | 1.60 | 191.0% | 4.00 | 0.00 | 0.025 | -0.043 | 0.004 |
| call | 80.00 | 0.00 | 4.90 | 0.60 | 216.6% | 2.00 | 0.00 | 0.032 | -0.060 | 0.004 |
| call | 85.00 | 0.00 | 4.90 | 0.30 | 231.9% | 1.00 | 0.00 | 0.030 | -0.062 | 0.004 |
| call | 90.00 | 0.00 | 4.90 | 0.00 | 246.8% | 0.00 | 0.00 | 0.029 | -0.063 | 0.004 |
| call | 95.00 | 0.00 | 4.90 | 0.00 | 260.8% | 0.00 | 0.00 | 0.027 | -0.064 | 0.004 |
| call | 100 | 0.00 | 4.90 | 0.00 | 273.8% | 0.00 | 0.00 | 0.026 | -0.065 | 0.004 |
| call | 105 | 0.00 | 4.90 | 0.00 | 286.1% | 0.00 | 0.00 | 0.026 | -0.066 | 0.004 |
| put | 30.00 | 0.00 | 0.20 | 0.00 | 112.1% | 0.00 | 0.00 | -0.019 | -0.020 | 0.003 |
| put | 35.00 | 0.00 | 4.90 | 0.00 | 129.3% | 0.00 | 0.00 | -0.155 | -0.120 | 0.015 |
| put | 40.00 | 0.20 | 0.75 | 0.05 | 57.5% | 15.00 | 0.00 | -0.356 | -0.133 | 0.023 |
| put | 45.00 | 1.00 | 4.00 | 2.56 | 73.9% | 4.00 | 0.00 | -0.518 | -0.369 | 0.024 |
| put | 50.00 | 6.00 | 9.60 | 0.00 | 154.9% | 0.00 | 0.00 | -0.563 | -0.488 | 0.024 |
| put | 55.00 | 11.00 | 14.50 | 4.08 | 191.5% | 0.00 | 0.00 | -0.596 | -0.555 | 0.024 |
| put | 60.00 | 16.00 | 18.90 | 14.40 | 183.0% | 0.00 | 0.00 | -0.965 | -0.038 | 0.005 |
| put | 65.00 | 21.00 | 24.50 | 19.78 | 257.8% | 0.00 | 0.00 | -0.969 | -0.039 | 0.004 |
| put | 70.00 | 26.00 | 28.90 | 0.00 | 239.4% | 0.00 | 0.00 | -0.972 | -0.040 | 0.004 |
| put | 75.00 | 31.00 | 34.30 | 0.00 | 297.5% | 0.00 | 0.00 | -0.974 | -0.041 | 0.004 |
| put | 80.00 | 36.00 | 38.90 | 0.00 | 283.2% | 0.00 | 0.00 | -0.976 | -0.041 | 0.003 |
| put | 85.00 | 41.00 | 43.90 | 15.86 | 302.4% | 0.00 | 0.00 | -0.977 | -0.042 | 0.003 |
| put | 90.00 | 46.00 | 49.60 | 0.00 | 380.0% | 0.00 | 0.00 | -0.978 | -0.042 | 0.003 |
| put | 95.00 | 51.00 | 53.90 | 0.00 | 336.9% | 0.00 | 0.00 | -0.979 | -0.043 | 0.003 |
| put | 100 | 56.00 | 59.20 | 0.00 | 380.2% | 0.00 | 0.00 | -0.980 | -0.043 | 0.003 |
| put | 105 | 61.00 | 63.90 | 0.00 | 367.2% | 0.00 | 0.00 | -0.980 | -0.043 | 0.003 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-06 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-04 | SEC |
| 2026-11-06 | 3 | Initial statement of beneficial ownership of securities | 2026-11-04 | SEC |
| 2026-11-05 | 8-K | Current report | 2026-11-04 | SEC |
| 2026-11-04 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-27 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-23 | SEC |
| 2026-10-27 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-26 | SEC |
| 2026-10-26 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-23 | SEC |
| 2026-10-26 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-23 | SEC |
| 2026-10-26 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-23 | SEC |
| 2026-10-21 | 8-K | Current report | 2026-10-21 | SEC |
| 2026-08-31 | 8-K | Current report | 2026-08-31 | SEC |
| 2026-08-24 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-21 | SEC |
| 2026-08-21 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-04 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-30 | SCHEDULE 13G/A | SEC | ||
| 2026-07-22 | 8-K | Current report | 2026-07-22 | SEC |
| 2026-07-17 | 8-K | Current report | 2026-07-16 | SEC |
| 2026-07-06 | 3 | Initial statement of beneficial ownership of securities | 2026-07-01 | SEC |
| 2026-07-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-01 | SEC |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-01 | 8-K | Current report | 2026-06-01 | SEC |
| 2026-05-11 | 8-K | Current report | 2026-05-07 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 460.97K | 5 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 103.74K | 1 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 63.87K | 1 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 783.46K | 1 |
| 2026-03 | 128.10K | 3 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 17.29% |
| FMR LLC | 9.33% |
| Neuberger Berman Group LLC | 8.38% |
| DIMENSIONAL FUND ADVISORS LP | 5.33% |
| STATE STREET CORP | 4.72% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.42% |
| Allspring Global Investments Holdings, LLC | 3.28% |
| Capital International Investors | 2.99% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.58% |
| DAVENPORT & Co LLC | 2.40% |
Funds
| Fund | % owned |
|---|---|
| Guggenheim Total Return Bond Fund | 133.57% |
| Guggenheim Macro Opportunities Fund | 25.60% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 21.39% |
| Avantis Emerging Markets Equity ETF | 14.19% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 14.13% |
| Guggenheim Core Bond Fund | 12.29% |
| VANGUARD TOTAL BOND MARKET II INDEX FUND | 9.53% |
| WisdomTree Emerging Markets High Dividend Fund | 8.80% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 8.76% |
| Empower Multi-Sector Bond Fund | 6.69% |
OakChart. STC. Cached 15 minutes. Terms