OakChart

AllianceBernstein Holding Lp

ABFinancial·Asset Management·USA·Mid·NYSE·Nov 11 • 8:05 AM ET

33.92-0.08 (-0.25%)
2026-11-11 14:13 CET
Market cap
3,129.07 USD m
Revenue, TTM
0.00 USD m
Net income, TTM
311.91 USD m
Free cash flow, TTM
319.04 USD m
EPS diluted, TTM
3.38
P/E
10.03
Compare

Price

AB against its 20, 50 and 200-day averages
2050200miss
34.0036.0038.00356K711KMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26ABclose 33.9220-day 34.7850-day 35.32200-day 37.3033.92

23.1% under 44.11 on 28 Jan 2026. Last 15 sessions, 5.4% high to low

Profile

AB
52-week range, 2% of the way up
33.7544.11

AllianceBernstein Holding LP engages in the provision of research, investment management, and related services. It offers investment trusts, mutual funds, hedge funds, and other investment vehicles. The company was founded in 1967 and is headquartered in Nashville, TN.

Employees4468
IPOApr 14, 1988
Beta0.70
ATR, 14d0.54
Rel volume0.01
Short float1.68%
Insider own1.68%
Inst own12.92%

Snapshot

6 groups

Valuation

Index-
Market Cap3.12B
Enterprise Value3.12B
Income311.91M
Sales0.00M
Book/sh13.11
Cash/sh0.00
Dividend Est.3.43 (10.11%)
Dividend TTM3.49 (10.29%)
Dividend Ex-DateNov 06, 2026
Dividend Gr. 3/5Y-0.66% 4.46%
Payout116.97%
Employees4468
IPOApr 14, 1988

Ratios

P/E10.03
Forward P/E9.24
PEG1.35
P/S-
P/B2.59
P/C-
P/FCF9.78
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio-
Debt/Eq0.00
LT Debt/Eq0.00
Option/ShortYes / Yes

Earnings

EPS (ttm)3.38
EPS next Y3.67
EPS next Q0.89
EPS this Y2.58%
EPS next Y7.41%
EPS next 5Y6.83%
EPS past 3/5Y3.26% 0.57%
Sales past 3/5Y- -
EPS Y/Y TTM11.43%
Sales Y/Y TTM-
EPS Q/Q-0.67%
Sales Q/Q-
EarningsOct 27 BMO
EPS/Sales Surpr.2.84% -1.05%

Ownership

Insider Own1.68%
Insider Trans-0.32%
Inst Own12.92%
Inst Trans-0.05%
ROA26.15%
ROE26.20%
ROIC25.88%
Gross Margin-
Oper. Margin-
Profit Margin-
SMA20-2.48%
SMA50-3.97%
SMA200-9.06%
Trades-

Technical

Shs Outstand91.83M
Shs Float90.48M
Short Float1.68%
Short Ratio5.14
Short Interest1.52M
52W High44.11 -23.11%
52W Low33.75 0.49%
Volatility1.61% 1.55%
ATR (14)0.54
RSI (14)37.28
Beta0.70
Rel Volume0.01
Avg Volume295.95K
Volume123

Performance

Perf Week-3.92%
Perf Month-0.80%
Perf Quarter-7.31%
Perf Half Y-11.93%
Perf YTD-11.86%
Perf Year-14.55%
Perf 3Y27.41%
Perf 5Y-38.92%
Perf 10Y46.82%
Recom2.71
Target Price36.17
Prev Close34.00
Price33.92
Change %-0.25%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Jun 27, 2025DowngradeGGoldmanBuy → Neutral$40+17.9%
Apr 03, 2025DowngradeBBofA SecuritiesBuy → Neutral$38+12.0%
Feb 25, 2025DowngradeTTD CowenBuy → Hold$38 → $38.50+13.5%
Aug 27, 2024InitiatedBBarclaysEqual Weight$35+3.2%
Jan 04, 2024InitiatedTTD CowenOutperform$36+6.1%
Oct 03, 2023UpgradeGGoldmanNeutral → Buy$40.80 → $36.75+8.4%
Sep 05, 2023UpgradeBBofA SecuritiesNeutral → Buy$36 → $47+38.6%
Feb 13, 2023UpgradeCCredit SuisseNeutral → Outperform$32 → $43.50+28.3%
Oct 19, 2022InitiatedCCredit SuisseNeutral$28-17.4%
Sep 07, 2022ResumedBBofA SecuritiesNeutral$45+32.7%

Peers

Mkt cap
TickerCompanyMkt cap
BENFranklin Templeton Inc18.55B
IVZInvesco Ltd12.58B
TROWT. Rowe Price Group Inc23.66B
APAMArtisan Partners Asset Management Inc3.22B
AMGAffiliated Managers Group Inc9.88B
FHIFederated Hermes Inc4.84B
VCTRVictory Capital Holdings Inc7.79B
BLKBlackrock Inc197.69B
AMPAmeriprise Financial Inc45.23B
LAZLazard Inc4.01B

Insider trading

6 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Stonehill Charles G.T.DirectorAug 04 '26Sale37.175,000185,85024,573Aug 06 05:34 PM
Stonehill Charles G.T.DirectorAug 04 '26Proposed Sale37.125,000185,600Aug 04 03:00 PM
BERNSTEIN SETH PCEOApr 30 '26Sale39.5429,0001,146,631212,046May 04 04:10 PM
BERNSTEIN SETH POfficerApr 30 '26Proposed Sale39.6829,0001,150,720Apr 30 04:12 PM
BERNSTEIN SETH PCEOFeb 18 '26Sale41.0826,8401,102,587241,046Feb 19 04:06 PM
BERNSTEIN SETH POfficerFeb 18 '26Proposed Sale41.2826,8401,107,934Feb 18 10:31 AM

Held by

AUM
TickerCompanyAUM
KBWDInvesco KBW High Dividend Yield Financial ETFAUM: 334.24M
PKWInvesco BuyBack Achievers ETFAUM: 1.74B
NANCSubversive Congressional Democrats Trading ETFAUM: 278.55M

News

latest 14 of 206
  • AllianceBernstein: Emerging-Market Debt: The Next Frontier for AI Disruption (ACCESSWIRE)
  • AllianceBernstein: China's Green Surprise Powers a New Investing Story (ACCESSWIRE)
  • AllianceBernstein Launches Actively Managed AB Equity Premium Income ETF (PR Newswire)
  • AllianceBernstein: Equity Markets and the Weather: Escaping the Forecast Trap (ACCESSWIRE)
  • Stora Enso's Board of Directors approves demerger plan to separate Bergslagets Skogar into a new listed company, announcing strategic targets and dividend policy (PR Newswire)
  • Loading…
  • AllianceBernstein Beats On Adjusted Earnings And Raises Fee Guidance, But Flows Lean On A Single $12 Billion Mandate (Earnings Whispers)
  • AllianceBernstein: Can Semiconductor Makers Navigate Rising Water Risks (ACCESSWIRE)
  • AllianceBernstein: Q3 Earnings Snapshot (Associated Press)
  • ALLIANCEBERNSTEIN HOLDING L.P. ANNOUNCES THIRD QUARTER RESULTS (PR Newswire)
  • AllianceBernstein: At the Edge of Insurability: When Wildfire Risk Becomes Investment Risk (ACCESSWIRE)
  • AB Announces September 30, 2026 Assets Under Management (PR Newswire)
  • Big Short Investor Predicts Imminent Market Correction: 3 Stocks to Buy in a Downturn (TIKR)
  • AB to Report Third Quarter 2026 Results on October 27, 2026 (PR Newswire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-10-270.8800.8560.790904.25913.826
2026Q22026-07-280.8200.8310.769887.55907.676
2026Q12026-04-280.8300.8340.921871.14894.76
2025Q42026-02-050.9600.9200.902957.31956.066
2025Q32025-10-230.8600.8510.795884.67897.626
2025Q22025-07-240.7600.7700.636844.43840.936
2025Q12025-04-240.8000.7770.669838.21852.616
2024Q42025-02-061.0500.8580.935973.29895.696
2024Q32024-10-240.7700.7231.115845.1840.366
2024Q22024-07-260.7100.6660.987825.83807.425
2024Q12024-04-250.7300.7140.673884.18902.775
2023Q42024-02-060.7700.6320.710870.93857.855
2023Q32023-10-270.6500.6190.504845.79839.984
2023Q22023-07-270.6100.6550.5341,008843.424
2023Q12023-04-260.6600.6250.5941,024883.385
2022Q42023-02-080.7000.5690.588802.11877.645

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2017FY2.3002.1092.1872,7042,642
2018FY2.6702.6692.4962,9262,943
2019FY2.5202.3862.4882,9173,109
2020FY2.9102.7482.8843,0492,964
2021FY3.8903.6123.8763,6103,711
2022FY2.9402.8092.6943,3363,596
2023FY2.6902.5562.3393,3723,359
2024FY3.2503.0643.7103,5283,451
2025FY3.3303.3262.9703,5253,523
2026FY-3.416--3,634
2027FY-3.669--3,850
2028FY-4.061--4,131

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-10-27202970.68970971.36
2026Q4S2026-10-26201984.47968.581,000
2026Q4S2026-10-12201984.48968.61,000
2026Q4S2026-10-11201987.57968.61,007
2026Q4S2026-10-05202987.57968.61,007
2026Q4S2026-10-012021,002996.871,007
2026Q4S2026-07-282021,003996.871,009
2026Q4S2026-07-272101,0181,0091,027
2026Q4S2026-07-142101,0181,0101,027
2026Q4S2026-07-062111,0151,0101,021
2026Q4S2026-06-26201994.57967.761,021
2026Q4S2026-06-212101,001967.761,035
2026Q4S2026-05-272111,001967.761,035
2026Q4S2026-04-282111,005975.231,035

Estimate history

EPS, annual2.1872.4962.4882.8843.8762.6942.3393.712.9673.3817
Period201720182019202020212022202320242025TTM
EPS, quarterly1.1150.9350.6690.6360.7950.9020.9210.7690.789
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual0000000000
Period201720182019202020212022202320242025TTM
Sales, quarterly000000000
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual96.46296.65898.19298.19299.27299.272114.436110.5392.28491.931
Period201720182019202020212022202320242025MRQ
Shares, quarterly113.435110.53110.53110.53790.99392.28492.28492.28491.931
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue0.000.000.000.000.000.000.000.000.00
Total Expenses0.000.000.000.000.000.000.000.000.00
Operating Income0.000.000.000.000.000.000.000.000.00
Unusual Expense0.000.000.000.000.000.000.00--
Net Income Before Taxes342.10332.76461.95299.78305.50416.33308.40266.29270.65
Income Taxes30.2032.9238.5835.6031.3430.4829.0227.7328.25
Consolidated Net Income311.91299.84423.37264.18274.17385.84279.38238.56242.40
Net Income From Continuing Operations311.91299.84423.37264.18274.17385.84279.38238.56242.40
Net Income311.91299.84423.37264.18274.17385.84279.38238.56242.40
EPS (Recurring)3.372.973.712.342.693.882.882.492.50
EPS (Basic, Before Extraordinaries)3.382.973.712.342.693.882.882.492.50
EPS (Diluted)3.382.973.712.342.693.882.882.492.50
Non-Operating Income (Expense)342.10332.76461.95299.78305.50416.33308.40266.29270.65
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Price To Earnings Ratio10.0510.0510.6413.9810.1512.59---
Shares Outstanding91.9392.28110.53114.4499.2799.2798.1998.1996.66
Market Capitalization3,129.073,129.074,207.303,469.063,454.224,823.153,244.442,904.722,630.18

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue0.000.000.000.000.000.000.000.00
Total Expenses0.000.000.000.000.000.000.000.00
Operating Income0.000.000.000.000.000.000.000.00
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes80.0980.0092.2589.7681.4178.8382.75116.59
Income Taxes6.948.287.027.967.668.588.7211.15
Consolidated Net Income73.1571.7285.2481.8073.7570.2574.03105.43
Net Income From Continuing Operations73.1571.7285.2481.8073.7570.2574.03105.43
Net Income73.1571.7285.2481.8073.7570.2574.03105.43
EPS (Recurring)0.790.770.920.900.790.640.670.94
EPS (Basic, Before Extraordinaries)0.790.770.920.900.790.640.670.94
EPS (Diluted)0.790.770.920.900.790.640.670.94
Non-Operating Income (Expense)80.0980.0092.2589.7681.4178.8382.75116.59
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Price To Earnings Ratio10.0510.8212.4712.6811.3911.0110.3210.64
Shares Outstanding91.9392.2892.2892.2890.99110.54110.53110.53
Market Capitalization3,129.073,293.213,455.133,501.424,228.554,519.884,238.244,207.30

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments0.000.000.000.000.000.000.000.000.00
Short Term Receivables0.000.000.000.000.000.000.000.000.00
Investment Securities0.000.000.000.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.000.000.000.00
Investments0.000.000.000.000.000.000.000.000.00
Investment in Unconsolidated Affiliates1,240.042,034.632,077.542,074.631,623.761,605.941,554.201,490.701,544.70
Net Property, Plant & Equipment0.000.000.000.000.000.000.000.000.00
Other Intangible Assets0.000.000.000.000.000.090.060.000.00
Total Assets1,240.042,034.632,077.542,074.631,623.761,606.031,554.261,490.701,544.70
Total Debt0.000.000.000.000.000.000.000.000.00
Long Term Debt0.000.000.000.000.000.000.000.000.00
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Other Liabilities1.662.771.291.622.141.881.730.641.15
Total Liabilities1.662.771.291.622.141.881.730.641.15
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity1,237.022,030.462,074.922,071.651,620.181,602.751,551.141,488.671,542.14
Total Shareholders Equity1,237.022,030.462,074.922,071.651,620.181,602.751,551.141,488.671,542.14
Accumulated Minority Interest1.351.401.331.351.441.411.401.391.41
Total Equity1,238.382,031.862,076.242,073.001,621.621,604.161,552.541,490.061,543.55
Total Liabilities & Stockholders Equity1,240.042,034.632,077.542,074.631,623.761,606.031,554.261,490.701,544.70
Book Value Per Share13.4018.3718.1320.8716.3216.3215.8015.4015.99
Tangible Book Value Per Share13.4018.3718.1320.8716.3216.3215.8015.4015.99
Full-Time Employees4,4684,3414,7074,4364,1183,9293,8113,6413,466
Price to Book Ratio2.592.011.762.202.992.071.921.771.63
Return on Assets18.3120.5912.7314.8323.8917.6815.6715.9713.45
Return on Equity18.3520.6312.7414.8523.9417.7215.7016.0013.47
Return on Invested Capital24.2420.8512.7313.2323.8117.4315.3816.2813.45

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations321.05353.48339.01294.30363.13354.75269.89221.73279.79
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-2.01-1.111.48-0.33-0.520.360.121.02-0.51
Cash from Operating Activities319.04352.37340.48293.98362.61355.11270.01222.75279.28
Capital Expenditures0.000.000.000.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.000.00-
Sale of Fixed Assets and Businesses0.000.000.000.0040.780.000.000.000.00
Purchase or Sale of Investments0.000.000.000.00-1.77-3.40-0.15-11.51-16.59
Purchase of Investments0.000.000.000.00-1.77-3.40-0.15-11.51-16.59
Sale Or Maturity of Investments0.000.000.000.000.000.000.000.000.00
Other Uses0.000.000.000.00-40.780.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities0.000.000.000.00-1.77-3.40-0.15-11.51-16.59
Cash Dividends Paid-321.67-352.45-341.25-296.14-361.02-357.45-270.88-222.49-280.72
Change in Capital Stock0.000.000.772.160.185.751.0111.2418.03
Repurchase of Common Pref Stock0.000.000.000.000.000.000.00-0.270.00
Sale of Common Pref Stock0.000.000.772.160.185.751.0111.5118.03
Proceedsfrom Stock Options0.000.000.772.160.002.350.870.001.44
Issuance or Reduction of Debt, Net0.000.000.000.000.000.000.000.000.00
Change in Long Term Debt-0.00--0.000.00-0.00-
Reduction of Long Term Debt-0.00--0.000.00-0.00-
Net Financing Active Other Cash Flow1.830.080.000.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.000.000.000.00
Cash from Financing Activities-319.04-352.37-340.48-293.98-360.85-351.71-269.87-211.24-262.69
Net Change in Cash0.000.000.000.000.000.000.000.000.00
Free Cash Flow319.04352.37340.48293.98362.61355.11270.01222.75279.28
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow----2,199.77--10,751.04-

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments0.000.000.000.000.000.00
Short Term Receivables0.000.000.000.000.000.00
Investments0.000.000.000.000.000.00
Investment in Unconsolidated Affiliates1,206.321,246.151,261.071,240.041,178.771,980.98
Net Property, Plant & Equipment0.000.000.000.000.000.00
Other Intangible Assets0.710.040.270.000.001.09
Total Assets1,207.031,246.191,261.351,240.041,178.771,982.07
Total Debt0.000.000.000.000.000.00
Long Term Debt0.000.000.000.000.000.00
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities0.571.030.101.661.870.45
Total Liabilities0.571.030.101.661.870.45
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity1,205.121,243.821,259.891,237.021,175.541,980.28
Total Shareholders Equity1,205.121,243.821,259.891,237.021,175.541,980.28
Accumulated Minority Interest1.341.341.351.351.351.35
Total Equity1,206.461,245.171,261.241,238.381,176.891,981.62
Total Liabilities & Stockholders Equity1,207.031,246.191,261.351,240.041,178.771,982.07
Book Value Per Share13.1113.4813.6513.4012.9217.92
Tangible Book Value Per Share13.1113.4813.6513.4012.9217.92
Full-Time Employees---4,468--
Price to Book Ratio2.592.582.792.982.132.26
Return on Assets26.1519.3619.0918.3119.7418.53
Return on Equity26.2019.3919.1118.3519.7718.55
Return on Invested Capital6.075.776.776.616.273.55

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations77.4875.7790.3577.4568.7088.62
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-1.121.15-1.83-0.212.510.05
Cash from Operating Activities76.3676.9288.5277.2471.2188.67
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments0.000.000.000.000.000.00
Purchase of Investments0.000.000.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.000.000.00
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities0.000.000.000.000.000.00
Cash Dividends Paid-76.58-77.95-89.01-78.13-69.09-88.86
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.000.000.000.000.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.000.000.000.000.00
Change in Long Term Debt-0.000.00---
Reduction of Long Term Debt-0.000.00---
Net Financing Active Other Cash Flow0.221.030.490.08-1.310.20
Other Financing Activities Uses0.000.000.000.000.000.00
Cash from Financing Activities-76.36-76.92-88.52-77.24-71.21-88.67
Net Change in Cash0.000.000.000.000.000.00
Free Cash Flow76.3676.9288.5277.2471.2188.67
Price to Free Cash Flow--6,497.91-3,777.88-

Revenue breakdown

Revenue split-

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-301.68%1.5M90.5M289.24K
2026-10-151.60%1.5M90.7M289.42K
2026-09-301.35%1.2M91.6M283.66K
2026-09-150.97%0.9M91.6M283.32K
2026-08-310.87%0.8M91.6M289.55K
2026-08-140.49%0.4M91.6M298.50K
2026-07-310.39%0.4M91.8M303.98K
2026-07-150.41%0.4M92.1M309.25K
2026-06-300.35%0.3M92.1M307.96K
2026-06-150.30%0.3M91.4M308.94K
2026-05-290.36%0.3M91.4M325.71K
2026-05-150.47%0.4M91.4M328.29K
2026-04-300.39%0.4M90.7M390.60K
2026-04-150.33%0.3M89.5M449.03K
2026-03-310.32%0.3M89.4M447.61K
2026-03-130.30%0.3M89.4M405.62K
2026-02-270.34%0.3M89.4M374.60K
2026-02-130.31%0.3M89.4M345.47K
2026-01-300.40%0.4M88.7M261.25K
2026-01-150.11%0.1M88.7M192.18K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call20.0012.4015.6014.803.7300.000.000.983-0.0100.002
call22.509.9013.1012.303.1210.000.000.979-0.0090.002
call25.007.6010.400.002.4260.000.000.974-0.0090.003
call30.003.704.403.900.8457.000.000.951-0.0070.005
call35.000.050.300.200.3119460.000.279-0.0270.019
call40.000.000.050.020.5602180.000.041-0.0140.005
call45.000.000.050.340.84213.000.000.028-0.0140.004
call50.000.002.601.311.1263.000.000.023-0.0170.003
put20.000.000.100.001.5750.000.00-0.015-0.0170.002
put22.500.002.600.001.2620.000.00-0.018-0.0160.002
put25.000.003.400.030.9763.000.00-0.023-0.0150.003
put30.000.000.050.051.1992.000.00-0.231-0.1050.017
put35.000.901.301.250.2888219.00-0.719-0.0330.019
put40.004.607.400.001.4970.000.00-0.956-0.0190.005
put45.009.6012.400.001.9930.000.00-0.969-0.0200.004
put50.0014.0018.000.002.7430.000.00-0.975-0.0210.003

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-2910-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-278-KCurrent report2026-10-27SEC
2026-10-138-KCurrent report2026-10-12SEC
2026-10-09DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-10-09DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-10-09SEC
2026-09-258-KCurrent report2026-09-25SEC
2026-09-108-KCurrent report2026-09-10SEC
2026-08-128-KCurrent report2026-08-12SEC
2026-08-064Statement of changes in beneficial ownership of securities2026-08-04SEC
2026-08-04144Filing for proposed sale of securities under Rule 144.SEC
2026-07-3110-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-288-KCurrent report2026-07-28SEC
2026-07-138-KCurrent report2026-07-13SEC
2026-06-108-KCurrent report2026-06-10SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-128-KCurrent report2026-05-11SEC
2026-05-044Statement of changes in beneficial ownership of securities2026-04-30SEC
2026-05-0110-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-30144Filing for proposed sale of securities under Rule 144.SEC
2026-04-288-KCurrent report2026-04-28SEC
2026-04-138-KCurrent report2026-04-13SEC
2026-03-128-KCurrent report2026-03-11SEC
2026-02-194Statement of changes in beneficial ownership of securities2026-02-18SEC
2026-02-18144Filing for proposed sale of securities under Rule 144.SEC
2026-02-1210-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-0800185.85K1
2026-070000
2026-060000
2026-050000
2026-04001.15M1
2026-030000
2026-02001.10M1
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
MORGAN STANLEY1.07%
AMERICAN CENTURY COMPANIES INC1.01%
BANK OF AMERICA CORP /DE/0.78%
WELLS FARGO & COMPANY/MN0.61%
LPL Financial LLC0.59%
UBS Group AG0.58%
Crestwood Advisors Group, LLC0.56%
Cresset Asset Management, LLC0.40%
Pathstone Holdings, LLC0.40%
Invesco Ltd.0.36%

Funds

Fund% owned
Equity Income Fund0.86%
Fidelity Small Cap Value Fund0.64%
Fidelity Series Intrinsic Opportunities Fund0.49%
Invesco KBW High Dividend Yield Financial ETF0.27%
Invesco BuyBack AchieversTM ETF0.12%
The Gabelli Asset Fund0.04%
Unusual Whales Subversive Democratic Trading ETF0.03%
The Gabelli Equity Income Fund0.02%
RIVER OAK DISCOVERY FUND0.02%
Virtus Small-Cap Fund0.02%

OakChart. AB. Cached 15 minutes.