OakChart

Forgent Power Solutions Inc

FPSIndustrials·Electrical Equipment & Parts·USA·Mid·NYSE·Nov 11 • 9:26 AM ET

23.48+2.00 (9.33%)
2026-11-11 15:27 CET
Market cap
6,539.13 USD m
Revenue, TTM
1,420.06 USD m
Net income, TTM
81.84 USD m
Free cash flow, TTM
-30.28 USD m
EPS diluted, TTM
0.27
P/E
87.34
Compare

Price

FPS against its 20 and 50-day averages
2050beatmissearnings
20.0040.0060.0022.2M44.4MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26FPSclose 23.4920-day 26.0850-day 31.9923.49

64.4% under 66.00 on 22 Jun 2026. Last 15 sessions, 66.5% high to low

Profile

FPS
52-week range, 12% of the way up
17.6766.00

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

IndexRUI
Employees3000
IPOFeb 05, 2026
ATR, 14d2.80
Rel volume0.60
Short float7.21%
Insider own37.32%
Inst own59.10%

Snapshot

6 groups

Valuation

IndexRUI
Market Cap7.15B
Enterprise Value7.84B
Income81.84M
Sales1.42B
Book/sh1.85
Cash/sh0.40
Dividend Est.0.03 (0.12%)
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout0.00%
Employees3000
IPOFeb 05, 2026

Ratios

P/E87.34
Forward P/E11.66
PEG0.19
P/S5.03
P/B12.67
P/C58.74
P/FCF-
EV/EBITDA28.53
EV/Sales5.52
Quick Ratio1.07
Current Ratio1.54
Debt/Eq1.25
LT Debt/Eq1.22
Option/ShortYes / Yes

Earnings

EPS (ttm)0.27
EPS next Y2.01
EPS next Q0.20
EPS this Y98.38%
EPS next Y49.36%
EPS next 5Y62.82%
EPS past 3/5Y- -
Sales past 3/5Y140.37% -
EPS Y/Y TTM-
Sales Y/Y TTM-
EPS Q/Q674.78%
Sales Q/Q147.91%
EarningsNov 12 BMO
EPS/Sales Surpr.4.30% 7.38%

Ownership

Insider Own37.32%
Insider Trans0.00%
Inst Own59.10%
Inst Trans11.47%
ROA-
ROE-
ROIC6.53%
Gross Margin31.36%
Oper. Margin14.47%
Profit Margin5.76%
SMA20-9.96%
SMA50-26.58%
SMA200-38.08%
Trades-

Technical

Shs Outstand259.97M
Shs Float190.82M
Short Float7.21%
Short Ratio1.50
Short Interest13.76M
52W High66.00 -64.42%
52W Low17.67 32.91%
Volatility14.11% 9.54%
ATR (14)2.80
RSI (14)42.37
Beta-
Rel Volume0.60
Avg Volume9.17M
Volume273,898

Performance

Perf Week4.65%
Perf Month-35.07%
Perf Quarter-37.47%
Perf Half Y-48.41%
Perf YTD-9.67%
Perf Year-
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.43
Target Price52.21
Prev Close21.48
Price23.48
Change %9.33%

Analyst ratings

latest 10 of 15
DateActionAnalystRating changeTargetImplied
Nov 06, 2026InitiatedRRoth CapitalBuy
Oct 02, 2026InitiatedBBernsteinOutperform$48+104.4%
Sep 25, 2026InitiatedWWells FargoEqual Weight$44+87.4%
Jul 16, 2026InitiatedRRobert W. BairdOutperform$55+134.2%
May 29, 2026ReiteratedJJefferiesBuy$44 → $56+138.5%
Mar 02, 2026InitiatedWWolfe ResearchOutperform$43+83.1%
Mar 02, 2026InitiatedTTD CowenBuy$45+91.6%
Mar 02, 2026InitiatedOOppenheimerOutperform$42+78.8%
Mar 02, 2026InitiatedMMorgan StanleyEqual-Weight$38+61.8%
Mar 02, 2026InitiatedKKeyBanc Capital MarketsOverweight$41+74.6%

Peers

Mkt cap
TickerCompanyMkt cap
POWLPowell Industries Inc5.36B
HUBBHubbell Inc23.81B
VRTVertiv Holdings Co79.40B
NVTnVent Electric plc19.38B
ETNEaton Corp Plc143.58B
AEISAdvanced Energy Industries Inc9.63B
GEVGE Vernova Inc223.73B
GNRCGenerac Holdings Inc11.20B
PLPCPreformed Line Products Co1.44B

Insider trading

3 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Neos Partners, LPDirectorFeb 09 '26Sale25.798,400,000216,594,000168,935,645Feb 11 07:19 PM
Neos Partners, LPDirectorFeb 09 '26Sale25.798,400,000216,594,000168,935,645Feb 11 07:12 PM
Neos Partners, LPDirectorFeb 09 '26Sale25.798,400,000216,594,000168,935,645Feb 11 07:08 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
AIRRFirst Trust RBA American Industrial Renaissance ETFAUM: 8.15B
VBVanguard Morningstar Small-Cap ETFAUM: 79.59B
VBKVanguard Morningstar Small-Cap Growth ETFAUM: 22.34B
VXFVanguard Extended Market Index ETFAUM: 30.47B
GRIDFirst Trust Clean Edge Smart GridAUM: 10.68B
PAVEGlobal X U.S. Infrastructure Development ETFAUM: 13.47B
IWPiShares Russell Mid-Cap Growth ETFAUM: 18.09B
SCHASchwab U.S. Small-Cap ETFAUM: 22.25B
IWRiShares Russell Mid-Cap ETFAUM: 58.68B

News

latest 14 of 118
  • Forgent's First Quarter Tests Whether A $2.4 Billion Outlook Can Win Back Skeptics (Earnings Whispers) -17.32% -18.85%
  • Buy These AI Infrastructure Stocks Amid Midterm Election Risks, Bernstein Says (Investing.com)
  • Forgent Power CFO leaves after a year (CFO Dive)
  • Forgent to Report Fiscal First Quarter 2027 Results; Revenues and Adjusted EBITDA Will Exceed High End of Guidance (Business Wire) -21.54%
  • FPS Stock Plunges To Record Low, Falls Below IPO Price After CFO Ryan Fiedler's Exit (Stocktwits)
  • Loading…
  • Forgent stock falls 11% on CFO transition announcement (Investing.com)
  • Forgent Announces CFO Transition (Business Wire)
  • Oppenheimer Lists Top Industrial Efficiency Stocks Into Q3 Earnings (Investing.com) +5.06%
  • Is Forgent Power Solutions' Next Big Thing Already Here? (Trefis)
  • Data Center Firm Accelevation, Backer Seek $720 Million in IPO (Bloomberg)
  • Most Active Options Report: FPS, TEVA, AFL (Schaeffer's Research) +11.10%
  • FPS Stocks Recent Correction Is Overdone, JPMorgan Says FY27 Outlook Implies 80%-Plus Organic Growth (Stocktwits)
  • AI Is Still Fueling a Data Center Boom. This Energy Stock Is Cashing In. (Barrons.com) +9.50%

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2027Q12026-11-12-0.200--462.314
2026Q42026-09-150.2500.2400.210461.67429.9410
2026Q32026-05-140.1780.1580.060378.71329.610
2026Q22026-03-160.1180.1150.001296.4286.5610
2027Q2--0.275--556.4114
2027Q3--0.373--680.9914
2027Q4--0.502--848.3214
2028Q1--0.371--693.674
2028Q2--0.430--747.284
2028Q3--0.560--928.664
2028Q4--0.724--1,1344

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2026FY0.6800.6750.2671,4201,389
2027FY-1.349--2,546
2028FY-2.015--3,413
2029FY-2.935--4,428
2030FY-4.150--5,388
2031FY-5.170--6,346

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2027Q1S2026-11-051334462.3453.2475.2
2027Q1S2026-10-231234461.23453.2474.05
2027Q1S2026-10-221134460.78453.2474.05
2027Q1S2026-10-081124459.4453.2469
2027Q1S2026-10-021125458.99453.2466
2027Q1S2026-09-301124459.67453.2473
2027Q1S2026-09-291024459.97453.2473
2027Q1S2026-09-231033461.47453.2474.68
2027Q1S2026-09-18933462.19453.2474.68
2027Q1S2026-09-15932463.02453.2474.68
2027Q1S2026-09-14620464.09424.9497
2027Q1S2026-08-11620464.09424.9497
2027Q1S2026-07-28630464.09424.9497
2027Q1S2026-07-10640464.09424.9497

Estimate history

EPS, annual-0.0310.050.269
Period202420252026
EPS, quarterly0.0210.0150.0230.0330.0010.060.175
PeriodQ1 '25Q2 '25Q3 '25Q1 '26Q2 '26Q3 '26Q4 '26
Sales, annual245.788753.1881420.059
Period202420252026
Sales, quarterly154.013175.338186.224283.274296.404378.709461.672
PeriodQ1 '25Q2 '25Q3 '25Q1 '26Q2 '26Q3 '26Q4 '26
Shares, annual304.429304.429304.429
Period202420252026
Shares, quarterly304.429304.429304.429304.429304.429304.429304.429
PeriodQ1 '25Q2 '25Q3 '25Q1 '26Q2 '26Q3 '26Q4 '26

Income statement, annual

Currency USD, millions
MetricTTM2026FY2025FY2024FY
Total Revenue1,420.061,420.06753.19245.79
Cost of Goods Sold Incl. D&A974.68974.68534.68174.75
Gross Profit445.38445.38218.5171.04
Selling, General and Administrative Excl. Other239.91217.47146.2763.40
Other Operating Expense0.000.000.000.00
Operating Income205.47227.9072.247.64
Interest Expense57.1357.1354.7822.63
Unusual Expense22.9845.410.000.00
Net Income Before Taxes127.40127.4022.79-13.51
Income Taxes21.3621.365.34-2.77
Consolidated Net Income106.03106.0317.45-10.74
Net Income From Continuing Operations81.8481.8415.20-9.36
Net Income81.8481.8415.20-9.36
EPS (Recurring)0.320.370.05-0.03
EPS (Basic, Before Extraordinaries)0.270.270.05-0.03
EPS (Diluted)0.270.270.05-0.03
EBITDA274.74304.14131.8028.44
Non-Operating Income (Expense)2.042.045.331.48
Other After Tax Adjustments0.000.000.000.00
Stock Option Compensation Expense7.937.931.410.52
Price To Earnings Ratio79.8879.88--
Price To Sales Ratio11.9811.98--
Gross Margin31.3631.3629.0128.90
Operating Margin14.4716.059.593.11
Net Margin5.765.762.02-3.81
Shares Outstanding304.43304.43304.43304.43
Market Capitalization6,539.136,539.1316,740.55-

Income statement, quarterly

Currency USD, millions
Metric2026Q42026Q32026Q22026Q12025Q32025Q22025Q1
Total Revenue461.67378.71296.40283.27186.22175.34154.01
Cost of Goods Sold Incl. D&A307.13260.86208.17198.53131.72126.74105.27
Gross Profit154.54117.8588.2384.7554.5148.6048.75
Selling, General and Administrative Excl. Other62.1356.0568.1453.5829.2529.6626.15
Other Operating Expense0.000.000.000.000.000.000.00
Operating Income92.4161.8120.0931.1625.2618.9522.60
Interest Expense11.4210.8420.9913.8713.2213.7414.88
Unusual Expense0.5122.470.000.002.860.000.00
Net Income Before Taxes80.5228.88-0.4918.4910.347.288.55
Income Taxes14.434.40-0.402.931.900.851.21
Consolidated Net Income66.0924.48-0.0915.568.446.437.34
Net Income From Continuing Operations53.3018.290.2510.016.884.596.28
Net Income53.3018.290.2510.016.884.596.28
EPS (Recurring)0.180.110.000.030.030.020.02
EPS (Basic, Before Extraordinaries)0.180.060.000.030.020.020.02
EPS (Diluted)0.180.060.000.030.020.020.02
EBITDA111.2582.6436.4944.3742.3045.6540.30
Non-Operating Income (Expense)0.040.380.411.201.152.070.82
Other After Tax Adjustments0.000.000.000.000.000.000.00
Stock Option Compensation Expense3.792.411.290.446.670.330.39
Price To Earnings Ratio79.88------
Price To Sales Ratio11.98------
Gross Margin33.4731.1229.7729.9229.2727.7231.65
Operating Margin20.0216.326.7811.0013.5610.8014.67
Net Margin11.544.830.083.533.702.624.08
Shares Outstanding304.43304.43304.43304.43304.43304.43304.43
Market Capitalization6,539.138,983.468,584.47----

Balance sheet, annual

Currency USD, millions
Metric2026FY2025FY2024FY
Cash & Short Term Investments121.71111.32186.40
Short Term Receivables349.67159.9781.25
Inventories249.82117.5883.12
Other Current Assets96.8956.2836.54
Total Current Assets818.09445.15387.30
Net Property, Plant & Equipment313.39225.9448.59
Total Investments and Advances0.000.000.00
Intangible Assets806.12853.90912.58
Deferred Tax Assets298.3235.5051.01
Other Assets12.2011.703.55
Total Assets2,248.111,572.191,403.02
Short Term Debt Incl. Current Port. of LT Debt14.6312.057.19
Accounts Payable130.4561.9426.76
Other Current Liabilities386.21207.66155.50
Total Current Liabilities531.29281.66189.45
Long Term Debt689.14618.42516.18
Provision for Risks Charges0.000.000.00
Deferred Tax Liabilities17.3498.82104.43
Other Liabilities338.930.000.00
Total Liabilities1,576.71998.90810.06
Non-Equity Reserves0.000.000.00
Preferred Stock - Carrying Value0.000.000.00
Common Equity564.32374.53517.95
Total Shareholders Equity564.32374.53517.95
Accumulated Minority Interest107.08198.7575.00
Total Equity671.40573.29592.95
Total Liabilities & Stockholders Equity2,248.111,572.191,403.02
Book Value Per Share1.851.231.70
Tangible Book Value Per Share-0.79-1.57-1.30
Full-Time Employees3,000--
Price to Book Ratio11.5937.49-
Return on Assets4.281.02-
Return on Equity17.443.41-
Return on Invested Capital6.531.53-0.91
Quick Ratio1.071.161.61
Current Ratio1.541.582.04

Cash flow, annual

Currency USD, millions
MetricTTM2026FY2025FY2024FY
Net Income106.03106.0317.45-10.74
Depreciation76.2476.2464.8621.68
Other Funds (Non Cash)13.2413.247.976.14
Funds from Operations210.14210.1474.555.76
Extraordinary Item0.000.000.000.00
Changes in Working Capital-124.52-124.52-34.00-5.65
Cash from Operating Activities85.6385.6340.550.10
Capital Expenditures-115.91-115.91-84.11-4.67
Net Assets From Acquisitions0.000.000.00-741.74
Sale of Fixed Assets and Businesses0.000.000.000.00
Purchase or Sale of Investments0.000.000.000.00
Purchase of Investments0.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.00
Other Uses0.000.000.000.00
Other Sources0.000.000.000.00
Cash from Investing Activities-115.91-115.91-84.11-746.41
Cash Dividends Paid0.000.000.000.00
Change in Capital Stock0.000.000.00436.45
Repurchase of Common Pref Stock0.000.000.000.00
Sale of Common Pref Stock0.000.000.00436.45
Proceedsfrom Stock Options0.000.000.00436.45
Issuance or Reduction of Debt, Net67.9267.92-5.17504.48
Change in Long Term Debt67.9267.92-5.17504.48
Issuance of Long Term Debt580.53580.530.00505.50
Reduction of Long Term Debt-512.61-512.61-5.17-1.02
Net Financing Active Other Cash Flow-27.25-27.25-26.34-0.66
Other Financing Activities Uses-27.25-27.25-26.34-0.66
Cash from Financing Activities40.6740.67-31.51940.27
Net Change in Cash10.3910.39-75.07193.96
Free Cash Flow-30.28-30.28-43.57-4.56
Preferred Dividends (Cash Flow)-0.000.000.00
Deferred Taxes & Investment Tax Credit-14.63-15.73-11.32

Balance sheet, quarterly

Currency USD, millions
Metric2026Q42026Q32026Q22026Q12025Q32025Q2
Cash & Short Term Investments121.7193.83106.1781.37--
Short Term Receivables349.67274.59251.02189.29--
Inventories249.82179.50160.48143.92--
Other Current Assets96.8959.5359.9260.63--
Total Current Assets818.09607.45577.58475.21--
Net Property, Plant & Equipment313.39290.15271.01250.46--
Total Investments and Advances0.000.000.000.00--
Intangible Assets806.12816.89828.63841.12--
Deferred Tax Assets298.32131.68----
Other Assets12.207.1719.9114.61--
Total Assets2,248.111,853.341,697.131,581.40--
Short Term Debt Incl. Current Port. of LT Debt14.6314.3512.2912.54--
Accounts Payable130.45104.6972.5479.77--
Other Current Liabilities386.21251.21262.11221.33--
Total Current Liabilities531.29370.25346.94313.64--
Long Term Debt689.14693.21696.52615.51--
Provision for Risks Charges0.000.000.000.00--
Deferred Tax Liabilities17.34-64.1764.29--
Other Liabilities338.93207.290.000.00--
Total Liabilities1,576.711,270.741,107.63993.44--
Non-Equity Reserves0.000.000.000.00--
Preferred Stock - Carrying Value0.000.000.000.00--
Common Equity564.32446.48385.54383.67--
Total Shareholders Equity564.32446.48385.54383.67--
Accumulated Minority Interest107.08136.12203.96204.29--
Total Equity671.40582.60589.50587.96--
Total Liabilities & Stockholders Equity2,248.111,853.341,697.131,581.40--
Book Value Per Share1.851.471.271.26--
Tangible Book Value Per Share-0.79-1.22-1.46-1.50--
Full-Time Employees3,000--2,000--
Price to Book Ratio11.5923.1122.09---
Return on Invested Capital4.251.600.021.00--
Quick Ratio1.071.161.201.06--
Current Ratio1.541.641.661.52--

Cash flow, quarterly

Currency USD, millions
Metric2026Q42026Q32026Q22026Q12025Q32025Q2
Net Income66.0924.48-0.0915.568.446.43
Depreciation18.8425.1416.3715.8820.9116.26
Other Funds (Non Cash)-9.442.2519.041.39-2.964.64
Funds from Operations86.4854.6735.1833.8028.0824.20
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-36.04-25.50-31.85-31.13-35.5619.62
Cash from Operating Activities50.4529.173.342.67-7.4843.82
Capital Expenditures-31.30-28.24-26.48-29.89-18.71-16.27
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 Activities-31.30-28.24-26.48-29.89-18.71-16.27
Cash Dividends Paid0.000.000.000.000.000.00
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, Net-3.210.0072.43-1.29-1.29-1.29
Change in Long Term Debt-3.210.0072.43-1.29-1.29-1.29
Issuance of Long Term Debt-1.710.00582.240.000.000.00
Reduction of Long Term Debt-1.500.00-509.82-1.29-1.29-1.29
Net Financing Active Other Cash Flow11.95-13.27-24.49-1.44-13.07-3.31
Other Financing Activities Uses11.95-13.27-24.49-1.44-13.07-3.31
Cash from Financing Activities8.74-13.2747.94-2.73-14.36-4.60
Net Change in Cash27.88-12.3324.79-29.95-40.5522.95
Free Cash Flow19.150.94-23.14-27.22-26.1927.55

Revenue breakdown

Custom Products2025: 590.65M 2026: 990.48M
Powertrain Solutions2025: 99.48M 2026: 357.41M
Service2025: 28.44M 2026: 29.71M
Standard Products2025: 34.62M 2026: 42.45M
United States2025: 753.19M 2026: 1.42B

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-307.21%13.8M190.8M8.66M
2026-10-156.70%12.8M190.8M8.44M
2026-09-307.44%14.2M190.8M9.22M
2026-09-155.21%9.9M190.8M8.18M
2026-08-314.96%9.5M190.8M7.78M
2026-08-144.59%8.8M190.8M8.25M
2026-07-315.91%11.3M190.7M8.22M
2026-07-155.54%10.6M190.7M6.96M
2026-06-308.71%12.9M147.5M5.68M
2026-06-154.84%6.7M138.9M5.67M
2026-05-294.23%5.6M131.2M5.00M
2026-05-154.85%4.8M98.4M4.11M
2026-04-307.03%6.5M92.1M4.48M
2026-04-155.68%5.2M92.1M4.62M
2026-03-3110.93%7.1M65.1M4.66M
2026-03-133.93%2.5M62.6M4.13M
2026-02-274.10%2.5M61.9M5.05M
2026-02-133.86%2.4M61.9M9.73M

Option chain

expiry 2026-11-13
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call9.000.000.000.00-0.000.00---
call10.000.000.000.00-0.000.00---
call11.000.000.000.00-0.000.00---
call12.000.000.009.76-13.000.00---
call12.500.000.008.50-26.000.00---
call13.000.000.000.00-0.000.00---
call13.500.000.000.00-0.000.00---
call14.000.000.007.81-1.000.00---
call14.500.000.007.38-1.000.00---
call15.000.000.000.00-0.000.00---
call15.500.000.000.00-0.000.00---
call16.000.000.000.00-0.000.00---
call16.500.000.000.00-0.000.00---
call17.000.000.003.53-3.000.00---
call17.500.000.004.64-1.000.00---
call18.000.000.005.00-60.000.00---
call18.500.000.004.21-26.000.00---
call19.000.000.002.04-9.000.00---
call19.500.000.002.98-41.000.00---
call20.000.000.002.60-6870.00---
call20.500.000.002.20-1230.00---
call21.000.000.002.00-1690.00---
call21.500.000.001.77-36.000.00---
call22.000.000.001.61-1410.00---
call22.500.000.001.42-57.000.00---
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Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-034Statement of changes in beneficial ownership of securities2026-11-01SEC
2026-11-023Initial statement of beneficial ownership of securities2026-10-21SEC
2026-10-228-KCurrent report2026-10-22SEC
2026-10-228-K/A2026-10-21SEC
2026-10-228-KCurrent report2026-10-21SEC
2026-09-1510-KAnnual report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-09-158-KCurrent report2026-09-15SEC
2026-09-034Statement of changes in beneficial ownership of securities2026-09-01SEC
2026-09-034Statement of changes in beneficial ownership of securities2026-09-01SEC
2026-09-034Statement of changes in beneficial ownership of securities2026-09-01SEC
2026-09-034Statement of changes in beneficial ownership of securities2026-09-01SEC
2026-08-14SCHEDULE 13GSEC
2026-08-13SCHEDULE 13G/ASEC
2026-07-084Statement of changes in beneficial ownership of securities2026-07-06SEC
2026-07-084Statement of changes in beneficial ownership of securities2026-07-06SEC
2026-07-084Statement of changes in beneficial ownership of securities2026-07-06SEC
2026-07-02424B4SEC
2026-07-01EFFECTEffectiveness filing by commission orderSEC
2026-07-01S-1MEFA new registration statement filed under Rule 462(b) to add securities to a prior related effective registration statement filed on Form S-1SEC
2026-06-29S-1General form of registration statement for all companies including face-amount certificate companiesSEC
2026-06-268-KCurrent report2026-06-23SEC
2026-06-22DRSSEC
2026-06-034Statement of changes in beneficial ownership of securities2026-06-01SEC
2026-06-034Statement of changes in beneficial ownership of securities2026-06-01SEC
2026-06-034Statement of changes in beneficial ownership of securities2026-06-01SEC
2026-06-01424B4SEC
2026-05-28EFFECTEffectiveness filing by commission orderSEC
2026-05-28S-1MEFA new registration statement filed under Rule 462(b) to add securities to a prior related effective registration statement filed on Form S-1SEC
2026-05-26CORRESPSEC
2026-05-26CORRESPSEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-0200649.78M3
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
COATUE MANAGEMENT LLC6.73%
FMR LLC4.02%
Jupiter Topco LLC2.78%
Invesco Ltd.2.35%
BlackRock, Inc.2.19%
UBS Group AG2.04%
VANGUARD CAPITAL MANAGEMENT LLC1.87%
FRANKLIN RESOURCES INC1.69%
VANGUARD PORTFOLIO MANAGEMENT LLC1.60%
Jericho Capital Asset Management L.P.1.45%

Funds

Fund% owned
VANGUARD TOTAL STOCK MARKET INDEX FUND1.34%
Janus Henderson Contrarian Fund1.07%
VANGUARD SMALL-CAP INDEX FUND0.97%
Strategic Advisers Fidelity U.S. Total Stock Fund0.83%
Invesco Discovery Fund0.76%
ALGER FOCUS EQUITY FUND0.74%
Global X U.S. Infrastructure Development ETF0.72%
Coatue Innovative Strategies Fund0.67%
VANGUARD SMALL-CAP GROWTH INDEX FUND0.56%
VANGUARD EXTENDED MARKET INDEX FUND0.49%

OakChart. FPS. Cached 15 minutes.