Baldwin Insurance Group Inc
BWINFinancial·Insurance Brokers·USA·Mid·NASD·Nov 11 • 2:25 PM ET
32.06-0.12 (-0.37%)
2026-11-11 20:25 CET
Market cap
3,141.33 USD m
Revenue, TTM
1,852.72 USD m
Net income, TTM
-120.64 USD m
Free cash flow, TTM
50.71 USD m
EPS diluted, TTM
-1.40
P/E
-
Price
BWIN against its 20, 50 and 200-day averages2050200miss
2.0% under the 52-week high of 32.71 on 15 Sep 2026. 52-week low 15.88 on 12 Feb 2026. Last 15 sessions, 1.3% high to low
Profile
BWIN52-week range, 96% of the way up
15.8832.71
The Baldwin Insurance Group, Inc. engages in the provision of insurance services. It operates through the following segments: Insurance Advisory Solutions (IAS), Underwriting, Capacity and Technology Solutions (UCTS), and Mainstreet Insurance Solutions (MIS). The IAS segment provides private risk management, commercial risk management, and employee benefits solutions for mid-to-large size businesses and high net worth individuals and families. The UCTS segment represents a wholesale co-brokerage platform that delivers specialty insurers, professionals, individuals, and niche industry businesses expanded access to exclusive specialty markets, capabilities, and programs requiring complex underwriting and placement. The MIS segment offers personal insurance, commercial insurance and life and health solutions to individuals and businesses in their communities. The company was founded by Elizabeth H. Krystyn, Laura R. Sherman, Lowry L. Baldwin and Trevor L. Baldwin in 2011 and is headquartered in Tampa, FL.
| Index | RUT |
|---|---|
| Employees | 5020 |
| IPO | Oct 24, 2019 |
| Beta | 0.98 |
| ATR, 14d | 0.19 |
| Rel volume | 0.33 |
| Short float | 6.22% |
| Insider own | 2.54% |
| Inst own | 76.16% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 4.48B |
| Enterprise Value | 6.94B |
| Income | -120.64M |
| Sales | 1.85B |
| Book/sh | 8.75 |
| Cash/sh | 4.12 |
| Dividend Est. | - |
| Dividend TTM | - |
| Dividend Ex-Date | - |
| Dividend Gr. 3/5Y | - - |
| Payout | - |
| Employees | 5020 |
| IPO | Oct 24, 2019 |
Ratios
| P/E | - |
|---|---|
| Forward P/E | 12.93 |
| PEG | 0.62 |
| P/S | 2.42 |
| P/B | 3.67 |
| P/C | 7.79 |
| P/FCF | 88.44 |
| EV/EBITDA | 41.02 |
| EV/Sales | 3.75 |
| Quick Ratio | 0.89 |
| Current Ratio | 0.89 |
| Debt/Eq | 2.96 |
| LT Debt/Eq | 2.91 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | -1.40 |
|---|---|
| EPS next Y | 2.48 |
| EPS next Q | 0.46 |
| EPS this Y | 20.35% |
| EPS next Y | 23.38% |
| EPS next 5Y | 20.77% |
| EPS past 3/5Y | 12.19% 2.93% |
| Sales past 3/5Y | 15.34% 44.25% |
| EPS Y/Y TTM | -232.48% |
| Sales Y/Y TTM | 24.55% |
| EPS Q/Q | -129.08% |
| Sales Q/Q | 31.44% |
| Earnings | Nov 09 AMC |
| EPS/Sales Surpr. | -2.21% 0.00% |
Ownership
| Insider Own | 2.54% |
|---|---|
| Insider Trans | -0.42% |
| Inst Own | 76.16% |
| Inst Trans | -9.21% |
| ROA | -2.48% |
| ROE | -16.34% |
| ROIC | -3.60% |
| Gross Margin | 19.60% |
| Oper. Margin | -2.49% |
| Profit Margin | -6.51% |
| SMA20 | 0.29% |
| SMA50 | 1.26% |
| SMA200 | 26.52% |
| Trades | - |
Technical
| Shs Outstand | 97.93M |
|---|---|
| Shs Float | 95.14M |
| Short Float | 6.22% |
| Short Ratio | 2.26 |
| Short Interest | 5.92M |
| 52W High | 32.71 -1.97% |
| 52W Low | 15.88 101.89% |
| Volatility | 0.54% 0.38% |
| ATR (14) | 0.19 |
| RSI (14) | 56.52 |
| Beta | 0.98 |
| Rel Volume | 0.33 |
| Avg Volume | 2.61M |
| Volume | 666,192 |
Performance
| Perf Week | -0.25% |
|---|---|
| Perf Month | 0.60% |
| Perf Quarter | 3.92% |
| Perf Half Y | 59.19% |
| Perf YTD | 33.42% |
| Perf Year | 16.88% |
| Perf 3Y | 61.67% |
| Perf 5Y | -19.22% |
| Perf 10Y | - |
| Recom | 3.25 |
| Target Price | 32.42 |
| Prev Close | 32.18 |
| Price | 32.06 |
| Change % | -0.37% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Oct 12, 2026 | Downgrade | TTD Cowen | Buy → Hold | ||
| Oct 12, 2026 | Downgrade | KKeefe Bruyette | Outperform → Mkt Perform | $32.50 | +1.4% |
| Oct 02, 2026 | Downgrade | UUBS | Buy → Neutral | $32.50 | +1.4% |
| Oct 01, 2026 | Downgrade | JJP Morgan | Overweight → Neutral | $32 | -0.2% |
| Jun 22, 2026 | Upgrade | JJP Morgan | Neutral → Overweight | $28 | -12.7% |
| Feb 27, 2026 | Upgrade | RRaymond James | Outperform → Strong Buy | $30 | -6.4% |
| Feb 25, 2026 | Initiated | TTD Cowen | Buy | ||
| Dec 12, 2025 | Upgrade | WWells Fargo | Underweight → Equal Weight | $25 | -22.0% |
| Oct 13, 2025 | Downgrade | BBMO Capital Markets | Outperform → Market Perform | ||
| Aug 07, 2025 | Downgrade | RRaymond James | Strong Buy → Outperform | $40 | +24.8% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| RYAN | Ryan Specialty Holdings Inc | 11.77B |
| BRO | Brown & Brown Inc | 23.57B |
| GSHD | Goosehead Insurance Inc | 1.60B |
| TWFG | TWFG Inc | 1.45B |
| AJG | Arthur J. Gallagher & Co | 71.76B |
| WTW | Willis Towers Watson Public Limited Co | 30.68B |
| NP | Neptune Insurance Holdings Inc | 3.89B |
| AON | Aon Plc | 71.09B |
| ERIE | Erie Indemnity Co | 12.66B |
| SLQT | SelectQuote Inc | 89.67M |
Insider trading
latest 14 of 17| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Cohen Seth Bala | General Counsel | May 14 '26 | Sale | 20.01 | 15,000 | 300,150 | 14,024 | May 15 04:19 PM |
| Cohen Seth Bala | Officer | May 14 '26 | Proposed Sale | 19.83 | 15,000 | 297,442 | May 14 04:38 PM | |
| Krystyn Elizabeth | Member of 10% Owner Group | May 07 '26 | Sale | 21.20 | 130,018 | 2,755,747 | 0 | May 08 04:33 PM |
| Krystyn Elizabeth | Member of 10% Owner Group | May 06 '26 | Sale | 21.19 | 71,982 | 1,525,481 | 31,740 | May 08 04:33 PM |
| Krystyn Elizabeth | Officer | May 06 '26 | Proposed Sale | 21.56 | 202,000 | 4,355,120 | May 06 02:35 PM | |
| Krystyn Elizabeth | Member of 10% Owner Group | Mar 06 '26 | Sale | 21.25 | 119,987 | 2,549,724 | 0 | Mar 06 08:25 PM |
| Krystyn Elizabeth | Officer | Mar 06 '26 | Proposed Sale | 21.52 | 119,987 | 2,582,120 | Mar 06 11:20 AM | |
| Sparks Paul Eugene | Director | Mar 02 '26 | Buy | 22.96 | 29,000 | 665,840 | 981,506 | Mar 04 06:38 PM |
| Sparks Paul Eugene | Director | Mar 03 '26 | Buy | 22.10 | 15,200 | 335,920 | 996,706 | Mar 04 06:38 PM |
| Roche James Morgan | See Remarks | Dec 12 '25 | Sale | 24.20 | 100,000 | 2,420,000 | 122,113 | Dec 15 07:15 PM |
| Roche James Morgan | See Remarks | Dec 15 '25 | Sale | 24.03 | 80,000 | 1,922,737 | 42,113 | Dec 15 07:15 PM |
| Roche James Morgan | See Remarks | Dec 11 '25 | Sale | 23.34 | 60,000 | 1,400,400 | 222,113 | Dec 15 07:15 PM |
| Roche James Morgan | Officer | Dec 15 '25 | Proposed Sale | 24.04 | 80,000 | 1,922,960 | Dec 15 05:42 PM | |
| Roche James Morgan | Officer | Dec 12 '25 | Proposed Sale | 24.20 | 100,000 | 2,419,670 | Dec 12 05:28 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| IWO | iShares Russell 2000 Growth ETF | AUM: 14.06B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | AUM: 22.34B |
| VTWO | Vanguard Russell 2000 Index ETF | AUM: 16.75B |
| SCHA | Schwab U.S. Small-Cap ETF | AUM: 22.25B |
| KIE | State Street SPDR S&P Insurance ETF | AUM: 556.16M |
| VFH | Vanguard Financials ETF | AUM: 13.58B |
News
latest 14 of 100- Are BWIN, CCC, PCRX Obtaining Fair Deals for their Shareholders? (PR Newswire)
- The Baldwin Insurance Group: Q3 Earnings Snapshot (Associated Press)
- The Baldwin Group Announces Third Quarter 2026 Results (Business Wire)
- Are BWIN, LFCR, PCRX Obtaining Fair Deals for their Shareholders? (PR Newswire)
- The Baldwin Group Q3 2026 Market Pulse: Property Softening Levels Off as Casualty Lines Diverge and Excess Pricing Holds Firm (Business Wire)
- The Baldwin Group Announces Preliminary Third Quarter 2026 Results (Business Wire)
- Are PRTH, BWIN, CCC Obtaining Fair Deals for their Shareholders? (PR Newswire)
- MSI Expands Proptech Network with Moved Collaboration (Business Wire)
- Founder Shield Rebrands as The Baldwin Group (Business Wire)
- Are BWIN, PTC, FULC, PRTH Obtaining Fair Deals for their Shareholders? (PR Newswire)
- Exxon Mobil downgraded, BP upgraded: Wall Street's top analyst calls (The Fly)
- MSI Brings Embedded Insurance and Compliance to Manufactured Housing Communities (Business Wire)
- Kanguro Insurance Partners with MSI to Automate Insurance Compliance for Multifamily Communities (PR Newswire)
- Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls (The Fly)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-11-09 | 0.420 | 0.430 | -0.630 | 480.26 | 480.26 | 9 |
| 2026Q2 | 2026-07-30 | 0.480 | 0.471 | -0.420 | 492.94 | 492.33 | 11 |
| 2026Q1 | 2026-05-04 | 0.630 | 0.629 | 0.024 | 532.24 | 524.07 | 11 |
| 2025Q4 | 2026-02-26 | 0.310 | 0.288 | -0.375 | 347.28 | 352.19 | 11 |
| 2025Q3 | 2025-11-04 | 0.310 | 0.301 | -0.273 | 365.39 | 362.75 | 10 |
| 2025Q2 | 2025-08-05 | 0.420 | 0.417 | -0.047 | 378.81 | 374.88 | 10 |
| 2025Q1 | 2025-05-06 | 0.650 | 0.643 | 0.201 | 413.41 | 417.49 | 10 |
| 2024Q4 | 2025-02-25 | 0.270 | 0.256 | -0.311 | 329.89 | 326.48 | 8 |
| 2024Q3 | 2024-11-04 | 0.330 | 0.341 | -0.131 | 338.94 | 345.6 | 9 |
| 2024Q2 | 2024-08-06 | 0.340 | 0.330 | -0.278 | 339.84 | 334.95 | 9 |
| 2024Q1 | 2024-05-07 | 0.560 | 0.522 | 0.330 | 380.37 | 375.83 | 9 |
| 2023Q4 | 2024-02-28 | 0.140 | 0.113 | -0.564 | 282.52 | 280.74 | 9 |
| 2023Q3 | 2023-11-07 | 0.290 | 0.275 | -0.291 | 306.3 | 305.71 | 9 |
| 2023Q2 | 2023-08-09 | 0.270 | 0.268 | -0.398 | 297.19 | 288.94 | 8 |
| 2023Q1 | 2023-05-09 | 0.420 | 0.405 | -0.241 | 330.45 | 310.77 | - |
| 2022Q4 | 2023-02-28 | 0.120 | 0.103 | -0.836 | 246.04 | 234.02 | - |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2019FY | 0.270 | 0.176 | -0.447 | 137.84 | 152.13 |
| 2020FY | 0.440 | 0.441 | -0.578 | 240.9 | 236.53 |
| 2021FY | 0.800 | 0.775 | -0.644 | 567.29 | 548.63 |
| 2022FY | 1.030 | 1.008 | -0.735 | 980.72 | 968.44 |
| 2023FY | 1.120 | 1.097 | -1.499 | 1,212 | 1,215 |
| 2024FY | 1.500 | 1.478 | -0.386 | 1,389 | 1,384 |
| 2025FY | 1.670 | 1.658 | -0.500 | 1,505 | 1,510 |
| 2026FY | - | 2.010 | - | - | 2,007 |
| 2027FY | - | 2.480 | - | - | 2,196 |
| 2028FY | - | 2.942 | - | - | 2,394 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-10 | 5 | 0 | 0 | 491.39 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-11-09 | 5 | 0 | 0 | 491.39 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-11-08 | 5 | 0 | 0 | 491.39 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-11-07 | 6 | 0 | 0 | 490.96 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-10-30 | 6 | 1 | 0 | 490.96 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-10-27 | 6 | 1 | 0 | 490.86 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-10-21 | 6 | 1 | 0 | 490.86 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-10-18 | 6 | 2 | 0 | 490.86 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-10-14 | 6 | 2 | 1 | 490.86 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-09-11 | 6 | 3 | 1 | 490.86 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-08-24 | 7 | 3 | 1 | 492.74 | 473.94 | 505.5 |
| 2026Q4 | S | 2026-08-07 | 7 | 2 | 1 | 490.52 | 473.94 | 504 |
| 2026Q4 | S | 2026-08-04 | 7 | 1 | 1 | 489.59 | 467.4 | 504 |
| 2026Q4 | S | 2026-07-31 | 7 | 1 | 0 | 490.48 | 467.4 | 504 |
Estimate history
| EPS, annual | 0.09 | -0.033 | -0.447 | -0.578 | -0.644 | -0.735 | -1.499 | -0.386 | -0.498 | -1.3961 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | -0.131 | -0.311 | 0.201 | -0.047 | -0.273 | -0.375 | 0.024 | -0.42 | -0.625 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 48.015 | 79.88 | 137.841 | 240.919 | 567.29 | 980.72 | 1218.555 | 1389.037 | 1504.884 | 1852.72 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 338.938 | 329.892 | 413.405 | 378.811 | 365.389 | 347.279 | 532.235 | 492.939 | 480.264 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 18.859 | 18.859 | 19.363 | 44.953 | 58.603 | 61.447 | 64.134 | 67.979 | 71.78 | 97.932 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 67.536 | 67.979 | 69.852 | 71.279 | 71.417 | 71.78 | 96.647 | 96.369 | 97.932 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 1,852.72 | 1,504.88 | 1,389.04 | 1,218.56 | 980.72 | 567.29 | 240.92 | 137.84 | 79.88 |
| Total Expenses | 1,898.85 | 1,395.53 | 1,317.33 | 1,201.69 | 953.29 | 553.60 | 242.34 | 132.08 | 69.12 |
| Operating Income | -46.13 | 109.35 | 71.71 | 16.86 | 27.43 | 13.69 | -1.42 | 5.76 | 10.76 |
| Unusual Expense | 124.53 | 42.94 | 26.42 | 61.08 | 32.31 | 45.20 | 20.52 | 22.30 | 1.23 |
| Net Income Before Taxes | -329.16 | -52.42 | -39.35 | -162.73 | -76.03 | -58.10 | -29.89 | -22.44 | 2.69 |
| Income Taxes | -145.97 | 1.73 | 1.73 | 1.28 | 0.71 | 0.02 | -0.01 | 0.02 | 0.00 |
| Consolidated Net Income | -183.19 | -54.15 | -41.08 | -164.02 | -76.75 | -58.12 | -29.89 | -22.45 | 2.69 |
| Net Income From Continuing Operations | -120.64 | -33.81 | -24.52 | -90.14 | -41.77 | -30.65 | -15.70 | -8.65 | -0.62 |
| Net Income | -120.64 | -33.81 | -24.52 | -90.14 | -41.77 | -30.65 | -15.70 | -8.65 | -0.62 |
| EPS (Recurring) | -0.36 | -0.06 | -0.09 | -0.79 | -0.34 | 0.02 | -0.05 | 0.36 | 0.01 |
| EPS (Basic, Before Extraordinaries) | -1.40 | -0.50 | -0.39 | -1.50 | -0.74 | -0.64 | -0.58 | -0.45 | -0.03 |
| EPS (Diluted) | -1.40 | -0.50 | -0.39 | -1.50 | -0.74 | -0.64 | -0.58 | -0.45 | -0.03 |
| Non-Operating Income (Expense) | -2.04 | 2.59 | 39.00 | 0.95 | -0.08 | 0.30 | -0.10 | 4.74 | -0.22 |
| 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 | 61.42 | 56.17 | 51.74 | 56.20 | 37.45 | 14.02 | 5.40 | 1.54 | 1.50 |
| Price To Sales Ratio | 1.59 | 1.08 | 1.77 | 1.19 | 1.46 | 3.03 | 3.38 | 2.25 | - |
| Gross Margin | 19.60 | 21.25 | 17.86 | 17.13 | 17.84 | 20.40 | 19.36 | 22.01 | 31.47 |
| Operating Margin | -2.49 | 7.27 | 5.16 | 1.38 | 2.80 | 2.41 | -0.59 | 4.18 | 13.47 |
| Net Margin | -6.51 | -2.25 | -1.77 | -7.40 | -4.26 | -5.40 | -6.52 | -6.28 | -0.78 |
| Shares Outstanding | 97.93 | 71.78 | 67.98 | 64.13 | 61.45 | 58.60 | 44.95 | 19.36 | 18.86 |
| Market Capitalization | 3,141.33 | 3,141.33 | 2,618.98 | 1,544.92 | 1,544.31 | 2,034.70 | 1,042.13 | 302.69 | 296.84 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 480.26 | 492.94 | 532.24 | 347.28 | 365.39 | 378.81 | 413.40 | 329.89 |
| Total Expenses | 471.17 | 460.63 | 621.54 | 345.50 | 356.20 | 347.23 | 349.35 | 357.59 |
| Operating Income | 9.09 | 32.31 | -89.31 | 1.77 | 9.19 | 31.59 | 64.06 | -27.70 |
| Unusual Expense | 52.15 | 37.44 | 19.37 | 15.57 | 9.33 | 4.83 | 10.46 | -22.18 |
| Net Income Before Taxes | -84.22 | -55.90 | -146.42 | -42.63 | -30.24 | -4.46 | 24.90 | -35.26 |
| Income Taxes | -2.58 | 0.08 | -144.52 | 1.04 | 0.00 | 0.69 | 0.00 | -0.42 |
| Consolidated Net Income | -81.64 | -55.98 | -1.90 | -43.67 | -30.24 | -5.14 | 24.90 | -34.84 |
| Net Income From Continuing Operations | -58.12 | -38.99 | 2.34 | -25.86 | -18.73 | -3.16 | 13.94 | -20.16 |
| Net Income | -58.12 | -38.99 | 2.34 | -25.86 | -18.73 | -3.16 | 13.94 | -20.16 |
| EPS (Recurring) | -0.23 | -0.14 | 0.16 | -0.22 | -0.18 | 0.00 | 0.31 | -0.55 |
| EPS (Basic, Before Extraordinaries) | -0.63 | -0.42 | 0.03 | -0.37 | -0.27 | -0.05 | 0.21 | -0.31 |
| EPS (Diluted) | -0.63 | -0.42 | 0.02 | -0.37 | -0.27 | -0.05 | 0.20 | -0.31 |
| Non-Operating Income (Expense) | 1.73 | -5.10 | 1.16 | 0.17 | 1.03 | 0.11 | 1.27 | -0.30 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 16.98 | 16.35 | 12.80 | 15.28 | 22.00 | 13.43 | 12.80 | 14.77 |
| Price To Sales Ratio | 1.59 | 1.42 | 1.31 | 1.10 | 1.30 | 1.99 | 2.18 | 1.81 |
| Gross Margin | 17.87 | 19.88 | 23.46 | 15.67 | 16.75 | 21.67 | 29.53 | 7.11 |
| Operating Margin | 1.89 | 6.56 | -16.78 | 0.51 | 2.52 | 8.34 | 15.50 | -8.40 |
| Net Margin | -12.10 | -7.91 | 0.44 | -7.45 | -5.13 | -0.84 | 3.37 | -6.11 |
| Shares Outstanding | 97.93 | 96.37 | 96.65 | 71.78 | 71.42 | 71.28 | 69.85 | 67.98 |
| Market Capitalization | 3,141.33 | 2,591.28 | 2,122.06 | 1,721.36 | 2,011.80 | 2,917.59 | 3,045.71 | 2,618.98 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 346.90 | 312.77 | 221.03 | 230.47 | 227.74 | 142.02 | 71.07 | 8.00 | 3.12 |
| Short Term Receivables | 839.17 | 702.10 | 629.29 | 532.15 | 342.72 | 155.99 | 59.52 | 29.59 | 4.75 |
| Investment Securities | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Securities In Custody | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investments | 0.00 | 0.00 | 2.60 | 15.20 | 0.00 | 1.65 | 0.20 | 0.00 | 0.00 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 84.48 | 94.34 | 108.19 | 121.87 | 99.12 | 11.02 | 3.32 | 2.15 | 1.08 |
| Other Intangible Assets | 2,591.67 | 2,425.53 | 2,540.83 | 2,562.54 | 2,206.95 | 1,219.70 | 265.34 | 100.18 | 36.03 |
| Total Assets | 3,862.22 | 3,534.73 | 3,501.94 | 3,462.22 | 2,876.53 | 1,530.38 | 399.46 | 139.91 | 44.98 |
| Total Debt | 1,761.44 | 1,497.94 | 1,416.65 | 1,426.63 | 1,003.51 | 385.38 | 40.36 | 72.77 | 24.37 |
| Long Term Debt | 1,730.77 | 1,466.83 | 1,388.18 | 1,402.55 | 920.97 | 381.38 | 40.36 | 72.24 | 23.85 |
| Provision for Risks Charges | 9.00 | 142.95 | 215.16 | 46.72 | 35.09 | 6.09 | 2.48 | 0.30 | 2.89 |
| Other Liabilities | 1,007.38 | 885.04 | 851.24 | 848.79 | 650.15 | 368.47 | 118.65 | 43.95 | 11.66 |
| Total Liabilities | 2,777.82 | 2,525.93 | 2,483.05 | 2,322.14 | 1,688.75 | 759.95 | 161.49 | 117.02 | 38.92 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 39.35 | 22.50 |
| Common Equity | 600.22 | 583.22 | 560.41 | 608.15 | 608.60 | 368.25 | 73.97 | -63.61 | -40.47 |
| Total Shareholders Equity | 600.22 | 583.22 | 560.41 | 608.15 | 608.60 | 368.25 | 73.97 | -24.25 | -17.96 |
| Accumulated Minority Interest | 484.18 | 425.58 | 458.47 | 531.93 | 579.17 | 402.19 | 163.99 | 47.14 | 24.02 |
| Total Equity | 1,084.40 | 1,008.80 | 1,018.88 | 1,140.08 | 1,187.78 | 770.43 | 237.96 | 22.89 | 6.06 |
| Total Liabilities & Stockholders Equity | 3,862.22 | 3,534.73 | 3,501.94 | 3,462.22 | 2,876.53 | 1,530.38 | 399.46 | 139.91 | 44.98 |
| Book Value Per Share | 8.36 | 8.58 | 8.74 | 9.90 | 10.39 | 8.19 | 3.82 | -3.37 | -2.15 |
| Tangible Book Value Per Share | -26.41 | -26.22 | -29.15 | -31.15 | -26.70 | -18.63 | -9.45 | -8.44 | -4.00 |
| Full-Time Employees | 5,020 | 4,116 | 8,500 | 8,200 | 6,337 | 4,325 | 1,700 | 1,480 | - |
| Price to Book Ratio | 3.68 | 4.40 | 2.61 | 2.36 | 3.48 | 3.66 | 4.20 | -1.44 | - |
| Return on Assets | -0.91 | -0.70 | -2.59 | -1.32 | -1.39 | -1.63 | -3.21 | -0.67 | - |
| Return on Equity | -5.71 | -4.29 | -15.43 | -6.87 | -6.27 | -7.10 | -34.79 | - | - |
| Return on Invested Capital | -1.45 | -1.20 | -4.63 | -2.08 | -2.00 | -2.09 | -7.57 | -1.30 | 28.95 |
| Quick Ratio | 1.16 | 0.97 | 0.90 | 1.10 | 1.07 | 1.39 | 1.83 | 1.16 | 0.69 |
| Current Ratio | 1.16 | 0.97 | 0.90 | 1.10 | 1.07 | 1.39 | 1.83 | 1.16 | 0.69 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 120.06 | 69.42 | 73.83 | 38.31 | 18.41 | 56.89 | 17.88 | 11.57 | 11.84 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -16.11 | -98.84 | -22.38 | 6.34 | -20.88 | -16.76 | 18.93 | 0.44 | -0.05 |
| Cash from Operating Activities | 103.95 | -29.42 | 51.45 | 44.64 | -2.46 | 40.13 | 36.82 | 12.01 | 11.79 |
| Capital Expenditures | -53.24 | -39.53 | -41.05 | -21.38 | -21.98 | -5.32 | -5.47 | -1.72 | -0.53 |
| Net Assets From Acquisitions | -488.73 | -85.97 | -0.27 | -2.12 | -391.27 | -671.25 | -671.09 | -99.10 | -42.00 |
| Sale of Fixed Assets and Businesses | 0.90 | 1.90 | 56.98 | 3.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -8.88 | -16.68 | -2.36 | -1.69 | -1.10 | -1.91 | -1.23 | -0.16 | 0.22 |
| Purchase of Investments | -8.88 | -16.68 | -3.86 | -1.69 | -1.10 | -1.91 | -1.25 | -0.20 | 0.00 |
| Sale Or Maturity of Investments | 0.00 | 0.00 | 1.50 | 0.00 | 0.00 | 0.00 | 0.02 | 0.04 | 0.22 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -549.95 | -140.28 | 13.30 | -21.92 | -414.36 | -678.47 | -677.79 | -100.98 | -42.31 |
| Cash Dividends Paid | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -4.27 | -5.50 |
| Change in Capital Stock | -126.83 | 0.00 | 0.00 | 0.00 | 0.00 | 268.32 | 371.43 | 198.53 | 0.20 |
| Repurchase of Common Pref Stock | -126.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -78.27 | -43.83 | 0.00 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 268.32 | 449.71 | 242.37 | 0.20 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 268.32 | 449.71 | 242.37 | 0.20 |
| Issuance or Reduction of Debt, Net | 2,558.25 | 2,041.56 | 1,074.25 | -8.37 | 459.67 | 469.68 | 341.46 | -35.87 | 48.04 |
| Change in Long Term Debt | 2,558.25 | 2,041.56 | 1,074.25 | -8.37 | 459.67 | 469.68 | 341.46 | -35.87 | 48.04 |
| Issuance of Long Term Debt | 1,043.89 | 2,204.76 | 1,528.01 | 276.00 | 510.18 | 860.52 | 667.46 | 118.96 | 48.56 |
| Reduction of Long Term Debt | 1,514.36 | -163.19 | -453.76 | -284.38 | -50.51 | -390.84 | -326.00 | -154.83 | -0.53 |
| Net Financing Active Other Cash Flow | -1,735.40 | -1,837.74 | -1,053.20 | -17.86 | -40.12 | -13.94 | -0.97 | -6.35 | -7.35 |
| Other Financing Activities Uses | -1,785.86 | -1,838.24 | -1,106.19 | -28.82 | -61.54 | -14.18 | -1.19 | -7.26 | -7.53 |
| Cash from Financing Activities | 696.01 | 203.82 | 21.05 | -26.23 | 419.55 | 724.06 | 711.92 | 152.04 | 35.38 |
| Net Change in Cash | 250.01 | 34.13 | 85.81 | -3.51 | 2.73 | 85.72 | 70.95 | 63.08 | 4.87 |
| Free Cash Flow | 50.71 | -68.94 | 10.40 | 23.27 | -24.44 | 34.81 | 31.35 | 10.30 | 11.27 |
| 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 | 58.26 | - | 236.40 | 62.08 | - | 49.37 | 25.98 | 51.60 | - |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 575.95 | 610.69 | 456.12 | 346.90 | 89.72 | 105.69 |
| Short Term Receivables | 1,043.84 | 1,215.81 | 1,117.58 | 839.17 | 762.55 | 841.06 |
| Investments | 15.80 | 9.70 | 2.30 | 0.00 | 2.30 | 2.30 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 115.89 | 114.93 | 114.91 | 84.48 | 85.46 | 88.44 |
| Other Intangible Assets | 4,190.92 | 4,223.60 | 4,251.72 | 2,591.67 | 2,853.74 | 2,701.49 |
| Total Assets | 5,942.40 | 6,174.72 | 5,942.63 | 3,862.22 | 3,793.77 | 3,738.99 |
| Total Debt | 2,538.39 | 2,565.93 | 2,457.30 | 1,761.44 | 1,722.14 | 1,697.76 |
| Long Term Debt | 2,495.20 | 2,527.85 | 2,418.99 | 1,730.77 | 1,694.48 | 1,671.09 |
| Provision for Risks Charges | 248.82 | 120.90 | 115.47 | 9.00 | 17.06 | 6.76 |
| Deferred Tax Liabilities | 3.04 | 4.65 | 4.65 | - | - | - |
| Other Liabilities | 1,799.08 | 2,061.45 | 1,813.55 | 1,007.38 | 926.38 | 984.10 |
| Total Liabilities | 4,589.33 | 4,752.94 | 4,390.97 | 2,777.82 | 2,665.58 | 2,688.62 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 856.47 | 884.43 | 963.94 | 600.22 | 619.69 | 630.80 |
| Total Shareholders Equity | 856.47 | 884.43 | 963.94 | 600.22 | 619.69 | 630.80 |
| Accumulated Minority Interest | 496.60 | 537.36 | 587.72 | 484.18 | 508.50 | 419.56 |
| Total Equity | 1,353.07 | 1,421.79 | 1,551.65 | 1,084.40 | 1,128.19 | 1,050.37 |
| Total Liabilities & Stockholders Equity | 5,942.40 | 6,174.72 | 5,942.63 | 3,862.22 | 3,793.77 | 3,738.99 |
| Book Value Per Share | 8.75 | 9.18 | 9.97 | 8.36 | 8.68 | 8.85 |
| Tangible Book Value Per Share | -32.71 | -33.39 | -32.83 | -26.41 | -26.79 | -24.07 |
| Full-Time Employees | - | - | - | 5,020 | - | - |
| Price to Book Ratio | 3.68 | 2.67 | 2.62 | 2.77 | 3.19 | 4.83 |
| Return on Assets | -2.48 | -1.64 | -0.96 | -0.91 | -0.77 | -0.48 |
| Return on Equity | -16.34 | -10.72 | -5.74 | -5.71 | -4.63 | -2.91 |
| Return on Invested Capital | -1.73 | -1.14 | 0.07 | -1.11 | -0.81 | -0.14 |
| Quick Ratio | 0.89 | 1.07 | 1.08 | 1.16 | 1.15 | 1.23 |
| Current Ratio | 0.89 | 1.07 | 1.08 | 1.16 | 1.15 | 1.23 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 15.04 | 25.61 | 64.60 | 14.81 | 25.66 | 33.18 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 39.16 | 19.95 | -70.67 | -4.54 | 15.36 | -49.90 |
| Income Taxes Payable | - | - | -14.87 | - | - | - |
| Cash from Operating Activities | 54.19 | 45.56 | -6.07 | 10.27 | 41.02 | -16.72 |
| Capital Expenditures | -15.04 | -15.18 | -12.66 | -10.35 | -8.86 | -11.38 |
| Net Assets From Acquisitions | -4.18 | -6.10 | -478.45 | 0.00 | -73.81 | -11.70 |
| Sale of Fixed Assets and Businesses | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 |
| Purchase or Sale of Investments | -0.07 | -8.38 | -0.09 | -0.35 | -0.70 | -15.01 |
| Purchase of Investments | -0.07 | -8.38 | -0.09 | -0.35 | -0.70 | -15.01 |
| Sale Or Maturity of Investments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -18.39 | -29.66 | -491.20 | -10.70 | -83.38 | -37.59 |
| Cash Dividends Paid | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | 0.00 | -79.87 | -46.97 | 0.00 | 0.00 | 0.00 |
| Repurchase of Common Pref Stock | 0.00 | -79.87 | -46.97 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -34.04 | 111.02 | 673.42 | 1,807.85 | 26.39 | 109.66 |
| Change in Long Term Debt | -34.04 | 111.02 | 673.42 | 1,807.85 | 26.39 | 109.66 |
| Issuance of Long Term Debt | 34.52 | 119.48 | 840.96 | 48.93 | 1,099.03 | 112.00 |
| Reduction of Long Term Debt | -68.56 | -8.46 | -167.54 | 1,758.92 | -1,072.64 | -2.34 |
| Net Financing Active Other Cash Flow | -36.51 | 107.52 | -19.95 | -1,786.47 | -41.79 | 29.29 |
| Other Financing Activities Uses | -0.98 | 8.55 | -19.95 | -1,773.47 | -0.01 | -25.99 |
| Cash from Financing Activities | -70.55 | 138.67 | 606.50 | 21.38 | -15.40 | 138.95 |
| Net Change in Cash | -34.74 | 154.57 | 109.22 | 20.95 | -57.76 | 84.64 |
| Free Cash Flow | 39.16 | 30.38 | -18.74 | -0.08 | 32.15 | -28.10 |
| Price to Free Cash Flow | 58.26 | 56.41 | - | - | - | - |
Revenue breakdown
| Commission | 2024: 1.13B 2025: 1.19B |
|---|---|
| Consulting and Service Fee | 2024: 78.17M 2025: 95.37M |
| Earned Premium | 2025: 22.57M |
| Insurance, Other | 2024: 12.79M 2025: 16.54M |
| Policy Fee and Installment Fee | 2024: 60.72M 2025: 78.64M |
| Profit Sharing | 2024: 95.53M 2025: 94.09M |
| United States | 2024: 1.38B 2025: 1.49B |
| Consolidation, Policy | 2024: -11.92M 2025: -11.20M |
| Corporate | 2024: -77.12M 2025: -69.64M |
| Insurance Advisory Solutions | 2024: 711.94M 2025: 727.32M |
| Mainstreet Insurance Solutions | 2024: 281.28M 2025: 297.75M |
| Underwriting, Capacity & Technology Solutions | 2024: 472.94M 2025: 549.45M |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 6.22% | 5.9M | 95.1M | 2.60M |
| 2026-10-15 | 7.43% | 7.1M | 95.1M | 2.59M |
| 2026-09-30 | 7.89% | 7.5M | 95.2M | 2.40M |
| 2026-09-15 | 14.03% | 12.7M | 90.6M | 1.94M |
| 2026-08-31 | 12.17% | 11.5M | 94.4M | 1.48M |
| 2026-08-14 | 13.06% | 12.3M | 94.4M | 1.59M |
| 2026-07-31 | 11.96% | 11.3M | 94.4M | 1.63M |
| 2026-07-15 | 12.16% | 11.6M | 95.0M | 1.64M |
| 2026-06-30 | 12.51% | 11.9M | 95.0M | 1.65M |
| 2026-06-15 | 14.43% | 13.7M | 95.0M | 1.56M |
| 2026-05-29 | 13.06% | 12.2M | 93.5M | 1.65M |
| 2026-05-15 | 13.50% | 12.6M | 93.5M | 1.69M |
| 2026-04-30 | 13.51% | 12.9M | 95.3M | 1.77M |
| 2026-04-15 | 13.65% | 13.0M | 95.1M | 1.76M |
| 2026-03-31 | 12.30% | 11.7M | 95.1M | 1.75M |
| 2026-03-13 | 9.93% | 9.4M | 95.1M | 1.50M |
| 2026-02-27 | 8.78% | 8.3M | 95.1M | 1.43M |
| 2026-02-13 | 8.93% | 8.4M | 94.0M | 1.27M |
| 2026-01-30 | 8.65% | 8.1M | 93.5M | 1.18M |
| 2026-01-15 | 7.96% | 7.4M | 93.5M | 1.15M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 15.00 | 15.00 | 19.30 | 0.00 | 5.950 | 0.00 | 0.00 | 0.989 | -0.021 | 0.001 |
| call | 17.50 | 12.50 | 16.80 | 0.00 | 5.005 | 0.00 | 0.00 | 0.986 | -0.020 | 0.002 |
| call | 20.00 | 10.00 | 14.30 | 0.00 | 4.198 | 0.00 | 0.00 | 0.983 | -0.020 | 0.002 |
| call | 22.50 | 7.50 | 11.80 | 0.00 | 3.485 | 0.00 | 0.00 | 0.979 | -0.019 | 0.003 |
| call | 25.00 | 5.90 | 9.30 | 0.00 | 2.837 | 0.00 | 0.00 | 0.954 | -0.030 | 0.005 |
| call | 30.00 | 1.25 | 2.30 | 2.15 | 0.461 | 37.00 | 0.00 | 0.838 | -0.034 | 0.012 |
| call | 35.00 | 0.00 | 0.05 | 0.04 | 0.331 | 319 | 0.00 | 0.116 | -0.022 | 0.010 |
| call | 40.00 | 0.00 | 2.15 | 0.00 | 0.740 | 1.00 | 0.00 | 0.035 | -0.016 | 0.004 |
| call | 45.00 | 0.00 | 2.15 | 0.35 | 1.052 | 2.00 | 0.00 | 0.026 | -0.018 | 0.003 |
| put | 15.00 | 0.00 | 0.05 | 0.00 | 2.931 | 0.00 | 0.00 | -0.030 | -0.055 | 0.003 |
| put | 17.50 | 0.00 | 0.05 | 0.00 | 2.407 | 0.00 | 0.00 | -0.036 | -0.053 | 0.004 |
| put | 20.00 | 0.00 | 0.05 | 0.00 | 1.950 | 0.00 | 0.00 | -0.044 | -0.051 | 0.005 |
| put | 22.50 | 0.00 | 0.05 | 0.00 | 1.541 | 0.00 | 0.00 | -0.055 | -0.048 | 0.006 |
| put | 25.00 | 0.00 | 0.10 | 0.00 | 1.165 | 0.00 | 0.00 | -0.071 | -0.044 | 0.007 |
| put | 30.00 | 0.00 | 0.20 | 0.05 | 0.447 | 60.00 | 0.00 | -0.152 | -0.027 | 0.012 |
| put | 35.00 | 0.75 | 4.90 | 0.00 | 1.557 | 0.00 | 0.00 | -0.904 | -0.016 | 0.009 |
| put | 40.00 | 5.70 | 10.00 | 7.50 | 2.303 | 0.00 | 0.00 | -0.965 | -0.012 | 0.004 |
| put | 45.00 | 11.40 | 15.00 | 12.20 | 2.823 | 0.00 | 0.00 | -0.974 | -0.013 | 0.003 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-09 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-09 | 8-K | Current report | 2026-11-09 | SEC |
| 2026-11-06 | SCHEDULE 13G/A | SEC | ||
| 2026-11-06 | SC 13E3/A | SEC | ||
| 2026-11-06 | PRER14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-10-27 | 8-K | Current report | 2026-10-27 | SEC |
| 2026-10-16 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-14 | SEC |
| 2026-10-15 | SC 13E3 | Schedule filed to report going private transactions | SEC | |
| 2026-10-15 | PREM14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | 2026-10-15 | SEC |
| 2026-10-09 | 8-K | Current report | 2026-10-09 | SEC |
| 2026-10-07 | SCHEDULE 13G/A | SEC | ||
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-09-25 | SCHEDULE 13G | SEC | ||
| 2026-09-21 | 8-K | Current report | 2026-09-21 | SEC |
| 2026-09-14 | DEFA14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-09-14 | DEFA14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-09-14 | DEFA14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-09-14 | DEFA14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-09-14 | 8-K | Current report | 2026-09-14 | SEC |
| 2026-07-30 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-30 | 8-K | Current report | 2026-07-30 | SEC |
| 2026-07-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-01 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 4.58M | 3 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 1.00M | 2 | 2.55M | 1 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 6.12M | 4 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 7.44% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6.91% |
| FIL Ltd | 3.97% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.35% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.25% |
| FMR LLC | 2.94% |
| BAMCO INC /NY/ | 2.78% |
| STATE STREET CORP | 2.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.35% |
| MORGAN STANLEY | 2.34% |
Funds
| Fund | % owned |
|---|---|
| High Yield Fund | 3.16% |
| SMALLCAP World Fund Inc | 2.99% |
| Floating Rate Income Fund | 2.97% |
| High Income Fund | 1.90% |
| Nomura Small Cap Core Fund | 1.60% |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1.09% |
| BNY Mellon Small/Mid Cap Growth Fund | 1.08% |
| Morningstar Multisector Bond Fund | 0.64% |
| Multi-Asset High Income Fund | 0.39% |
| John Hancock Investors Trust | 0.32% |
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