Houlihan Lokey Inc
HLIFinancial·Capital Markets·USA·Large·NYSE·Nov 11 • 3:59 PM ET
146.17-1.86 (-1.26%)
2026-11-12 03:28 CET
Market cap
10,140.43 USD m
Revenue, TTM
2,555.72 USD m
Net income, TTM
403.38 USD m
Free cash flow, TTM
401.83 USD m
EPS diluted, TTM
5.95
P/E
24.56
Price
HLI against its 20, 50 and 200-day averages2050200beatmiss
25.1% under the 52-week high of 195.06 on 21 Jan 2026. 52-week low 112.83 on 30 Jul 2026. Last 15 sessions, 24.6% high to low
Volume 0.51× normal · the line is the 50-bar volume average
Profile
HLI52-week range, 41% of the way up
112.83195.06
Houlihan Lokey, Inc. engages in the provision of investment banking services. It operates through the following segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers general financial advisory services in addition to advice on mergers and acquisitions and capital markets offering. The Financial Restructuring segment provides advice to debtors, creditors, and parties-in-interest in connection with recapitalization or deleveraging transactions. The Financial Valuation and Advisory Services segment is involved in the valuation of various assets including companies, illiquid debt and equity securities, and intellectual property. The company was founded in 1972 and is headquartered in Los Angeles, CA.
| Index | RUI |
|---|---|
| Employees | 2800 |
| IPO | Aug 13, 2015 |
| Beta | 0.90 |
| ATR, 14d | 4.98 |
| Rel volume | 0.51 |
| Short float | 3.96% |
| Insider own | 22.38% |
| Inst own | 82.62% |
Snapshot
6 groupsValuation
| Index | RUI |
|---|---|
| Market Cap | 10.14B |
| Enterprise Value | 9.90B |
| Income | 403.38M |
| Sales | 2.56B |
| Book/sh | 33.24 |
| Cash/sh | 12.14 |
| Dividend Est. | 2.80 (1.92%) |
| Dividend TTM | 2.60 (1.78%) |
| Dividend Ex-Date | Dec 01, 2026 |
| Dividend Gr. 3/5Y | 4.22% 13.05% |
| Payout | 38.58% |
| Employees | 2800 |
| IPO | Aug 13, 2015 |
Ratios
| P/E | 24.56 |
|---|---|
| Forward P/E | 16.80 |
| PEG | 2.00 |
| P/S | 3.97 |
| P/B | 4.40 |
| P/C | 12.04 |
| P/FCF | 25.24 |
| EV/EBITDA | 17.93 |
| EV/Sales | 3.88 |
| Quick Ratio | 1.51 |
| Current Ratio | 1.51 |
| Debt/Eq | 0.21 |
| LT Debt/Eq | 0.21 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 5.95 |
|---|---|
| EPS next Y | 8.70 |
| EPS next Q | 2.01 |
| EPS this Y | -3.73% |
| EPS next Y | 19.55% |
| EPS next 5Y | 8.40% |
| EPS past 3/5Y | 18.26% 6.43% |
| Sales past 3/5Y | 13.14% 11.43% |
| EPS Y/Y TTM | -5.71% |
| Sales Y/Y TTM | -0.45% |
| EPS Q/Q | -0.17% |
| Sales Q/Q | 4.94% |
| Earnings | Oct 28 AMC |
| EPS/Sales Surpr. | 13.76% 10.56% |
Ownership
| Insider Own | 22.38% |
|---|---|
| Insider Trans | -0.02% |
| Inst Own | 82.62% |
| Inst Trans | 0.51% |
| ROA | 10.39% |
| ROE | 17.72% |
| ROIC | 14.40% |
| Gross Margin | - |
| Oper. Margin | 20.26% |
| Profit Margin | 15.78% |
| SMA20 | 5.55% |
| SMA50 | 9.18% |
| SMA200 | 2.20% |
| Trades | - |
Technical
| Shs Outstand | 54.00M |
|---|---|
| Shs Float | 53.85M |
| Short Float | 3.96% |
| Short Ratio | 2.65 |
| Short Interest | 2.13M |
| 52W High | 195.06 -25.06% |
| 52W Low | 112.83 29.55% |
| Volatility | 3.44% 3.47% |
| ATR (14) | 4.98 |
| RSI (14) | 60.58 |
| Beta | 0.90 |
| Rel Volume | 0.51 |
| Avg Volume | 805.22K |
| Volume | 408,039 |
Performance
| Perf Week | -5.12% |
|---|---|
| Perf Month | 12.85% |
| Perf Quarter | 10.56% |
| Perf Half Y | -2.91% |
| Perf YTD | -16.09% |
| Perf Year | -19.80% |
| Perf 3Y | 42.42% |
| Perf 5Y | 22.87% |
| Perf 10Y | 497.59% |
| Recom | 1.91 |
| Target Price | 161.44 |
| Prev Close | 148.03 |
| Price | 146.17 |
| Change % | -1.26% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Oct 09, 2026 | Upgrade | CCitizens | Mkt Perform → Mkt Outperform | $175 | +19.7% |
| Jul 10, 2026 | Initiated | BBofA Securities | Buy | $164 | +12.2% |
| Jul 09, 2026 | Upgrade | WWolfe Research | Underperform → Peer Perform | ||
| Dec 11, 2025 | Resumed | UUBS | Neutral | $193 | +32.0% |
| Oct 09, 2025 | Initiated | DDeutsche Bank | Hold | $210 | +43.7% |
| Oct 03, 2025 | Initiated | BBMO Capital Markets | Outperform | $230 | +57.4% |
| Mar 13, 2025 | Upgrade | MMorgan Stanley | Underweight → Overweight | $201 → $190 | +30.0% |
| Mar 11, 2025 | Upgrade | WWells Fargo | Underweight → Overweight | $180 → $179 | +22.5% |
| Dec 09, 2024 | Downgrade | MMorgan Stanley | Equal-Weight → Underweight | $171 → $200 | +36.8% |
| Sep 12, 2024 | Initiated | WWells Fargo | Underweight | $149 | +1.9% |
Peers
Mkt capInsider trading
13 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER CRAIN | Officer | Nov 04 '26 | Proposed Sale | 146.74 | 2,000 | 293,480 | Nov 04 04:26 PM | |
| CRAIN CHRISTOPHER M | GENERAL COUNSEL | Sep 10 '26 | Sale | 140.15 | 1,000 | 140,150 | 0 | Sep 10 04:56 PM |
| CHRISTOPHER MADISON CRAIN | Officer | Sep 10 '26 | Proposed Sale | 140.15 | 1,000 | 140,145 | Sep 10 04:01 PM | |
| ALLEY J LINDSEY | Chief Financial Officer | Aug 03 '26 | Buy | 124.52 | 4,020 | 500,570 | 4,020 | Aug 05 05:15 PM |
| BEISER SCOTT L | CO-CHAIRMAN | May 21 '26 | Sale | 150.26 | 6,265 | 941,379 | 0 | May 21 05:43 PM |
| THE BEISER FAMILY TRUST OF 199 | Director | May 21 '26 | Proposed Sale | 150.26 | 6,265 | 941,375 | May 21 04:19 PM | |
| CRAIN CHRISTOPHER M | GENERAL COUNSEL | Apr 01 '26 | Sale | 143.40 | 500 | 71,700 | 0 | Apr 02 06:32 PM |
| CHRISTOPHER MADISON CRAIN | Officer | Apr 01 '26 | Proposed Sale | 143.62 | 500 | 71,810 | Apr 01 04:44 PM | |
| SCHRIESHEIM ROBERT A | Director | Feb 06 '26 | Sale | 170.86 | 5,000 | 854,300 | 27,982 | Feb 10 08:43 AM |
| SCHRIESHEIM ROBERT A | Director | Jan 30 '26 | Proposed Sale | 168.29 | 5,000 | 841,475 | Jan 30 10:26 AM | |
| CRAIN CHRISTOPHER M | GENERAL COUNSEL | Jan 02 '26 | Sale | 174.17 | 500 | 87,085 | 0 | Jan 05 05:19 PM |
| CHRISTOPHER MADISON CRAIN | Officer | Jan 02 '26 | Proposed Sale | 174.19 | 500 | 87,095 | Jan 02 04:32 PM | |
| GOLD IRWIN | Director | Dec 10 '25 | Proposed Sale | 178.69 | 5,000 | 893,475 | Dec 10 01:54 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | AUM: 124.48B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | AUM: 22.34B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| XMHQ | Invesco S&P MidCap Quality ETF | AUM: 5.81B |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | AUM: 26.22B |
| SPMD | State Street SPDR Portfolio S&P 400TM Mid Cap ETF | AUM: 18.90B |
| VIG | Vanguard Dividend Appreciation FTF | AUM: 117.07B |
| IWR | iShares Russell Mid-Cap ETF | AUM: 58.68B |
News
latest 14 of 100- Houlihan Lokey to Acquire Vicente & Partners (Business Wire)
- Morgan Stanley and Houlihan Lokey lead financial services M&A rankings in Q1-Q3 of 2026 (Private Banker International)
- Houlihan Lokey Expands Power, Utilities, and Renewables Group With Experienced Hire (Business Wire)
- Houlihan Lokey Expands European Business Services Capabilities With Senior Hire (Business Wire) +6.12%
- Morgan Stanley leads TMT M&A advisers by deal value in Q1-Q3 2026 (Verdict)
- Houlihan Lokey Rebounds From Its 'Rain Delay' Quarter As Corporate Finance Fees Drive A Large Beat, But Flat EPS Growth And Thinner Deal Counts Temper The Recovery (Earnings Whispers)
- Houlihan Lokey: Fiscal Q2 Earnings Snapshot (Associated Press)
- Houlihan Lokey Reports Second Quarter Fiscal 2027 Financial Results (Business Wire)
- Goldman Sachs, Houlihan Lokey top consumer M&A charts in Q1Q3 data (Just Food)
- Houlihan Lokey Further Strengthens Equity Capital Solutions Platform With Senior Hire (Business Wire)
- Goldman Sachs and Houlihan Lokey lead North American M&A financial advisers in Q1Q3 2026 (Private Banker International)
- Goldman Sachs and Houlihan Lokey lead M&A adviser rankings for Q1-Q3 2026 (Private Banker International)
- Houlihan Lokey Must Show Its Corporate Finance Slump Was A Delay, Not A Downturn (Earnings Whispers)
- Barron's Advisor Women's Edition: A New List of Best Investing Quotes (Barrons.com)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q2 | 2026-10-28 | 1.850 | 1.626 | 1.640 | 692 | 625.88 | 11 |
| 2026Q1 | 2026-07-29 | 1.350 | 1.644 | 1.154 | 511 | 602.38 | 10 |
| 2025Q4 | 2026-05-06 | 1.630 | 1.789 | 1.467 | 635.64 | 679.22 | 10 |
| 2025Q3 | 2026-01-28 | 1.940 | 1.873 | 1.703 | 717.07 | 697.15 | 10 |
| 2025Q2 | 2025-10-30 | 1.840 | 1.683 | 1.630 | 659.45 | 651.78 | 9 |
| 2025Q1 | 2025-07-29 | 2.140 | 1.677 | 1.416 | 605.35 | 580.04 | 7 |
| 2024Q4 | 2025-05-07 | 1.960 | 1.622 | 1.762 | 666.42 | 628.27 | 9 |
| 2024Q3 | 2025-01-28 | 1.640 | 1.517 | 1.386 | 634.43 | 604.1 | 9 |
| 2024Q2 | 2024-10-30 | 1.460 | 1.310 | 1.367 | 574.96 | 537.93 | 9 |
| 2024Q1 | 2024-07-30 | 1.220 | 1.205 | 1.298 | 513.61 | 508.7 | 8 |
| 2023Q4 | 2024-05-08 | 1.270 | 1.225 | 1.184 | 520.46 | 508.99 | 8 |
| 2023Q3 | 2024-02-01 | 1.220 | 1.146 | 1.043 | 511.13 | 493.02 | 8 |
| 2023Q2 | 2023-10-26 | 1.110 | 1.027 | 0.988 | 466.99 | 449.69 | 7 |
| 2023Q1 | 2023-07-27 | 0.890 | 1.025 | 0.903 | 415.83 | 438 | 7 |
| 2022Q4 | 2023-05-09 | 1.110 | 0.934 | 1.096 | 444.77 | 426.68 | 8 |
| 2022Q3 | 2023-01-31 | 1.140 | 1.122 | 0.904 | 456.5 | 470.81 | 8 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2017FY | 2.390 | 2.321 | 2.600 | 963.36 | 955.46 |
| 2018FY | 2.870 | 2.700 | 2.416 | 1,084 | 1,060 |
| 2019FY | 3.200 | 3.016 | 2.796 | 1,159 | 1,148 |
| 2020FY | 4.620 | 4.243 | 4.555 | 1,525 | 1,407 |
| 2021FY | 7.100 | 6.999 | 6.413 | 2,270 | 2,251 |
| 2022FY | 4.540 | 4.362 | 3.762 | 1,809 | 1,783 |
| 2023FY | 4.490 | 4.512 | 4.112 | 1,914 | 1,906 |
| 2024FY | 6.290 | 5.984 | 5.822 | 2,389 | 2,352 |
| 2025FY | 7.560 | 7.702 | 6.220 | 2,618 | 2,662 |
| 2026FY | - | 7.278 | - | - | 2,718 |
| 2027FY | - | 8.701 | - | - | 3,128 |
| 2028FY | - | 9.629 | - | - | 3,389 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q3 | S | 2026-11-01 | 9 | 3 | 4 | 752.65 | 729.94 | 775 |
| 2026Q3 | S | 2026-10-30 | 9 | 3 | 5 | 752.65 | 729.94 | 775 |
| 2026Q3 | S | 2026-10-29 | 9 | 2 | 5 | 749.09 | 729.94 | 775 |
| 2026Q3 | S | 2026-10-28 | 9 | 1 | 3 | 733.68 | 639.86 | 786.18 |
| 2026Q3 | S | 2026-10-13 | 9 | 1 | 3 | 733.68 | 639.86 | 786.18 |
| 2026Q3 | S | 2026-10-09 | 9 | 1 | 6 | 733.87 | 639.86 | 786.18 |
| 2026Q3 | S | 2026-10-08 | 9 | 1 | 6 | 733.13 | 639.86 | 786.18 |
| 2026Q3 | S | 2026-10-06 | 9 | 1 | 6 | 735.5 | 639.86 | 786.18 |
| 2026Q3 | S | 2026-10-05 | 9 | 1 | 6 | 736.11 | 639.86 | 786.18 |
| 2026Q3 | S | 2026-09-21 | 9 | 0 | 7 | 738.45 | 689 | 786 |
| 2026Q3 | S | 2026-08-18 | 9 | 1 | 7 | 738.45 | 689 | 786 |
| 2026Q3 | S | 2026-08-07 | 9 | 1 | 7 | 743.23 | 689 | 789.67 |
| 2026Q3 | S | 2026-07-30 | 9 | 1 | 6 | 750.35 | 689 | 853.75 |
| 2026Q3 | S | 2026-07-21 | 8 | 1 | 5 | 785.5 | 721.34 | 853.75 |
Estimate history
| EPS, annual | 2.6 | 2.416 | 2.796 | 4.555 | 6.413 | 3.762 | 4.112 | 5.822 | 6.221 | 5.9507 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 1.367 | 1.386 | 1.762 | 1.416 | 1.63 | 1.703 | 1.467 | 1.154 | 1.627 | |
| Period | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
| Sales, annual | 963.364 | 1084.385 | 1159.561 | 1525.657 | 2269.976 | 1809.837 | 1915.463 | 2392.29 | 2621.454 | 2555.72 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 575.876 | 635.245 | 666.422 | 606.201 | 659.452 | 717.072 | 635.643 | 511 | 692 | |
| Period | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
| Shares, annual | 67.792 | 65.399 | 65.524 | 68.197 | 67.503 | 68.687 | 69.095 | 69.843 | 69.487 | 69.4 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 69.487 | 70.145 | 69.843 | 70.335 | 70.138 | 69.685 | 69.487 | 69.9 | 69.4 | |
| Period | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 2,555.72 | 2,621.45 | 2,392.29 | 1,915.46 | 1,809.84 | 2,269.98 | 1,525.66 | 1,159.56 | 1,084.38 |
| Total Expenses | 2,037.84 | 2,076.54 | 1,890.75 | 1,552.60 | 1,468.10 | 1,657.11 | 1,117.50 | 929.96 | 865.29 |
| Operating Income | 517.88 | 544.91 | 501.54 | 362.86 | 341.74 | 612.86 | 408.16 | 229.60 | 219.10 |
| Unusual Expense | 0.00 | 17.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | - | - |
| Net Income Before Taxes | 549.16 | 562.26 | 531.34 | 390.54 | 324.00 | 603.94 | 409.23 | 235.65 | 224.32 |
| Income Taxes | 146.30 | 138.09 | 131.62 | 110.24 | 69.78 | 165.61 | 96.46 | 51.85 | 65.21 |
| Consolidated Net Income | 402.86 | 424.17 | 399.71 | 280.30 | 254.22 | 438.32 | 312.77 | 183.79 | 159.11 |
| Net Income From Continuing Operations | 403.38 | 425.70 | 399.71 | 280.30 | 254.22 | 437.75 | 312.77 | 183.79 | 159.11 |
| Net Income | 403.38 | 425.70 | 399.71 | 280.30 | 254.22 | 437.75 | 312.77 | 183.79 | 159.11 |
| EPS (Recurring) | 6.02 | 6.40 | 5.82 | 4.11 | 3.76 | 6.41 | 4.55 | 2.80 | 2.42 |
| EPS (Basic, Before Extraordinaries) | 6.06 | 6.40 | 6.08 | 4.36 | 4.01 | 6.74 | 4.75 | 2.96 | 2.56 |
| EPS (Diluted) | 5.95 | 6.22 | 5.82 | 4.11 | 3.76 | 6.41 | 4.55 | 2.80 | 2.42 |
| Non-Operating Income (Expense) | 31.28 | 35.25 | 30.08 | 27.82 | -17.62 | -8.57 | 1.62 | 6.62 | 5.86 |
| 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 | 168.41 | 169.97 | 133.07 | 131.61 | 123.98 | 67.07 | 45.57 | 46.97 | 44.68 |
| Price To Earnings Ratio | 24.56 | 24.56 | 30.85 | 31.81 | 22.44 | 13.70 | 14.64 | 18.63 | 19.88 |
| Price To Sales Ratio | 3.31 | 3.75 | 4.64 | 4.56 | 3.27 | 2.64 | 2.99 | 2.95 | 2.78 |
| Operating Margin | 20.26 | 20.79 | 20.97 | 18.94 | 18.88 | 27.00 | 26.75 | 19.80 | 20.20 |
| Net Margin | 15.78 | 16.24 | 16.71 | 14.63 | 14.05 | 19.28 | 20.50 | 15.85 | 14.67 |
| Shares Outstanding | 69.40 | 69.49 | 69.84 | 69.10 | 68.69 | 67.50 | 68.20 | 65.52 | 65.40 |
| Market Capitalization | 10,140.43 | 10,140.43 | 11,330.11 | 8,875.07 | 5,960.05 | 5,914.92 | 4,585.94 | 3,384.46 | 2,999.63 |
Income statement, quarterly
| Metric | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 | 2024Q3 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 692.00 | 511.00 | 635.64 | 717.07 | 659.45 | 606.20 | 666.42 | 635.25 |
| Total Expenses | 538.00 | 433.00 | 510.50 | 556.34 | 508.11 | 498.51 | 506.52 | 499.14 |
| Operating Income | 154.00 | 78.00 | 125.15 | 160.73 | 151.34 | 107.69 | 159.90 | 136.10 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 17.89 | 22.55 | 0.00 |
| Net Income Before Taxes | 159.00 | 86.00 | 134.51 | 169.65 | 160.05 | 98.05 | 150.25 | 145.12 |
| Income Taxes | 49.00 | 8.00 | 36.20 | 53.10 | 48.27 | 0.52 | 28.34 | 49.82 |
| Consolidated Net Income | 110.00 | 78.00 | 98.31 | 116.55 | 111.78 | 97.53 | 121.92 | 95.30 |
| Net Income From Continuing Operations | 109.00 | 78.00 | 99.83 | 116.55 | 111.78 | 97.53 | 121.92 | 95.30 |
| Net Income | 109.00 | 78.00 | 99.83 | 116.55 | 111.78 | 97.53 | 121.92 | 95.30 |
| EPS (Recurring) | 1.63 | 1.15 | 1.47 | 1.70 | 1.63 | 1.60 | 1.99 | 1.39 |
| EPS (Basic, Before Extraordinaries) | 1.64 | 1.17 | 1.50 | 1.75 | 1.67 | 1.47 | 1.84 | 1.45 |
| EPS (Diluted) | 1.63 | 1.15 | 1.47 | 1.70 | 1.63 | 1.42 | 1.76 | 1.39 |
| Non-Operating Income (Expense) | 5.00 | 8.00 | 9.37 | 8.92 | 8.71 | 8.32 | 12.97 | 9.09 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 33.97 | 35.55 | 50.76 | 48.13 | 36.84 | 33.35 | 35.12 | 36.01 |
| Price To Earnings Ratio | 24.56 | 21.58 | 22.06 | 28.12 | 34.62 | 30.95 | 30.85 | 35.50 |
| Price To Sales Ratio | 3.31 | 3.59 | 3.73 | 4.50 | 5.49 | 4.99 | 4.67 | 5.32 |
| Operating Margin | 22.25 | 15.26 | 19.69 | 22.41 | 22.95 | 17.77 | 23.99 | 21.43 |
| Net Margin | 15.75 | 15.26 | 15.71 | 16.25 | 16.95 | 16.09 | 18.29 | 15.00 |
| Shares Outstanding | 69.40 | 69.90 | 69.49 | 69.69 | 70.14 | 70.34 | 69.84 | 70.14 |
| Market Capitalization | 10,140.43 | 9,327.80 | 10,022.56 | 12,207.22 | 14,441.22 | 12,562.49 | 11,330.11 | 12,098.39 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 1,193.87 | 975.58 | 721.85 | 714.81 | 834.07 | 847.22 | 380.75 | 286.12 | 509.54 |
| Short Term Receivables | 535.46 | 459.38 | 457.44 | 343.64 | 265.88 | 243.18 | 142.87 | 166.58 | 131.85 |
| 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 | 170.27 | 195.62 | 38.01 | 37.31 | 109.14 | 208.62 | 135.39 | 125.26 | 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 | 550.33 | 512.02 | 480.73 | 422.22 | 224.12 | 198.40 | 177.61 | 31.03 | 32.15 |
| Deferred Tax Assets | - | 92.78 | 90.06 | 104.94 | 95.28 | 28.33 | 6.51 | 2.85 | 36.51 |
| Other Intangible Assets | 1,859.02 | 1,584.33 | 1,382.68 | 1,345.89 | 1,358.32 | 900.31 | 833.88 | 814.07 | 745.30 |
| Total Assets | 4,308.95 | 3,819.71 | 3,170.76 | 2,968.81 | 2,886.81 | 2,426.07 | 1,677.00 | 1,425.91 | 1,455.35 |
| Total Debt | 492.11 | 438.19 | 415.41 | 374.87 | 197.63 | 175.33 | 158.89 | 8.66 | 11.86 |
| Long Term Debt | 428.36 | 388.32 | 374.06 | 343.25 | 162.94 | 146.22 | 129.43 | 8.66 | 10.87 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.08 |
| Deferred Tax Liabilities | - | 8.78 | 7.50 | 0.54 | 0.79 | 0.05 | 0.66 | 8.06 | 58.69 |
| Other Liabilities | 1,363.92 | 1,197.86 | 911.09 | 980.10 | 1,244.69 | 867.12 | 533.06 | 517.87 | 527.90 |
| Total Liabilities | 1,856.02 | 1,644.83 | 1,334.01 | 1,355.52 | 1,443.11 | 1,042.51 | 692.62 | 534.58 | 602.53 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 2,342.38 | 2,174.88 | 1,836.75 | 1,613.30 | 1,443.70 | 1,383.56 | 984.38 | 891.33 | 852.81 |
| Total Shareholders Equity | 2,342.38 | 2,174.88 | 1,836.75 | 1,613.30 | 1,443.70 | 1,383.56 | 984.38 | 891.33 | 852.81 |
| Accumulated Minority Interest | 110.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 2,452.93 | 2,174.88 | 1,836.75 | 1,613.30 | 1,443.70 | 1,383.56 | 984.38 | 891.33 | 852.81 |
| Total Liabilities & Stockholders Equity | 4,308.95 | 3,819.71 | 3,170.76 | 2,968.81 | 2,886.81 | 2,426.07 | 1,677.00 | 1,425.91 | 1,455.35 |
| Book Value Per Share | 33.71 | 31.14 | 26.58 | 23.49 | 21.39 | 20.29 | 15.02 | 13.63 | 12.58 |
| Tangible Book Value Per Share | 10.68 | 9.70 | 7.41 | 4.69 | 1.87 | 7.59 | 2.62 | 1.48 | 1.91 |
| Full-Time Employees | 2,800 | 2,702 | 2,610 | 2,610 | 2,257 | 1,574 | 1,491 | 1,354 | 1,228 |
| Price to Book Ratio | 4.40 | 5.44 | 5.01 | 3.72 | 4.11 | 3.28 | 3.47 | 3.53 | 3.57 |
| Return on Assets | 10.47 | 11.44 | 9.13 | 8.68 | 16.48 | 15.25 | 11.68 | 11.04 | 11.87 |
| Return on Equity | 18.85 | 19.93 | 16.25 | 16.63 | 30.97 | 26.42 | 19.60 | 18.24 | 21.81 |
| Return on Invested Capital | 15.36 | 15.59 | 12.68 | 12.99 | 27.25 | 20.45 | 16.50 | 17.68 | 19.95 |
| Quick Ratio | 1.29 | 1.35 | 1.29 | 1.12 | 0.99 | 1.52 | 1.21 | 1.14 | 1.46 |
| Current Ratio | 1.29 | 1.35 | 1.29 | 1.12 | 0.99 | 1.52 | 1.21 | 1.14 | 1.46 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 656.67 | 706.20 | 652.53 | 524.83 | 504.78 | 554.23 | 399.61 | 284.01 | 220.02 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -229.95 | -2.07 | 196.07 | -196.37 | -368.51 | 182.38 | 180.23 | 3.66 | 4.25 |
| Income Taxes Payable | - | - | 39.23 | -15.29 | -83.61 | -6.25 | 73.23 | - | - |
| Cash from Operating Activities | 426.71 | 704.13 | 848.61 | 328.46 | 136.27 | 736.60 | 579.84 | 287.67 | 224.27 |
| Capital Expenditures | -24.89 | -22.31 | -39.70 | -66.73 | -50.73 | -8.68 | -14.15 | -20.72 | -6.73 |
| Net Assets From Acquisitions | -51.81 | -2.54 | -69.19 | -3.86 | -20.43 | -361.00 | -12.47 | -2.20 | -71.41 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | 134.51 | 27.03 | -156.17 | 0.18 | 68.15 | 95.76 | -73.13 | -10.05 | 84.49 |
| Purchase of Investments | 11.88 | -263.30 | -250.48 | -11.28 | -19.23 | -101.56 | -391.56 | -350.68 | -146.97 |
| Sale Or Maturity of Investments | 122.63 | 290.33 | 94.31 | 11.46 | 87.38 | 197.32 | 318.43 | 340.62 | 231.46 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -0.17 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 |
| Cash from Investing Activities | 57.81 | 2.18 | -265.06 | -70.41 | -3.00 | -273.91 | -99.75 | -33.14 | 6.46 |
| Cash Dividends Paid | -186.78 | -174.04 | -165.22 | -148.45 | -140.38 | -114.81 | -92.01 | -80.66 | -66.93 |
| Change in Capital Stock | -237.90 | -175.43 | -52.51 | -24.95 | -48.66 | -304.79 | 86.84 | -29.64 | -69.56 |
| Repurchase of Common Pref Stock | -237.90 | -175.43 | -52.51 | -24.95 | -48.66 | -304.79 | -102.22 | -29.64 | -69.56 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 189.06 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 189.06 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 0.00 | 0.00 | 0.00 | 0.00 | -3.03 | -0.28 | -4.18 | -10.73 | -2.46 |
| Change in Long Term Debt | - | - | 0.00 | 0.00 | -3.03 | -0.28 | -4.18 | -10.73 | -2.46 |
| Reduction of Long Term Debt | - | - | 0.00 | 0.00 | -3.03 | -0.28 | -4.18 | -10.73 | -2.46 |
| Net Financing Active Other Cash Flow | -113.50 | -143.48 | -111.34 | -77.18 | -48.39 | -39.18 | -17.48 | -31.11 | -97.18 |
| Other Financing Activities Uses | -112.79 | -143.48 | -112.05 | -77.77 | -48.96 | -39.66 | -17.81 | -31.48 | -97.37 |
| Cash from Financing Activities | -538.18 | -492.94 | -329.07 | -250.59 | -240.46 | -459.06 | -26.82 | -152.14 | -236.14 |
| Exchange Rate Effect | -31.87 | 4.93 | -0.76 | -0.42 | -12.06 | -16.78 | 13.21 | -7.75 | -8.70 |
| Net Change in Cash | -85.53 | 218.29 | 253.72 | 7.04 | -119.26 | -13.15 | 466.48 | 94.63 | -14.11 |
| Free Cash Flow | 401.83 | 681.82 | 808.91 | 261.73 | 85.54 | 727.92 | 565.69 | 266.95 | 217.55 |
| 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 | 39.36 | 19.36 | 17.23 | 77.13 | - | 9.77 | 9.64 | 18.39 | 20.04 |
Balance sheet, quarterly
| Metric | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 842.00 | 749.00 | 1,193.87 | 1,061.30 | 928.40 | 798.40 |
| Short Term Receivables | 577.00 | 506.00 | 535.46 | 478.67 | 477.10 | 438.50 |
| Investments | 51.00 | 52.00 | 170.27 | 127.60 | 184.64 | 72.88 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 558.00 | 555.00 | 550.33 | 556.57 | 497.81 | 514.83 |
| Deferred Tax Assets | - | - | - | - | - | 96.29 |
| Other Intangible Assets | 1,947.00 | 1,855.00 | 1,859.02 | 1,712.62 | 1,705.41 | 1,596.91 |
| Total Assets | 3,975.00 | 3,717.00 | 4,308.95 | 3,936.76 | 3,793.36 | 3,517.80 |
| Total Debt | 494.00 | 493.00 | 492.11 | 497.13 | 432.90 | 440.38 |
| Long Term Debt | 494.00 | 493.00 | 428.36 | 497.13 | 432.90 | 403.42 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | - | - | - | - | - | 9.00 |
| Other Liabilities | 1,063.00 | 859.00 | 1,363.92 | 1,145.86 | 1,113.57 | 890.61 |
| Total Liabilities | 1,557.00 | 1,352.00 | 1,856.02 | 1,642.99 | 1,546.47 | 1,339.99 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 2,307.00 | 2,255.00 | 2,342.38 | 2,293.77 | 2,246.89 | 2,177.82 |
| Total Shareholders Equity | 2,307.00 | 2,255.00 | 2,342.38 | 2,293.77 | 2,246.89 | 2,177.82 |
| Accumulated Minority Interest | 111.00 | 110.00 | 110.55 | 0.00 | 0.00 | 0.00 |
| Total Equity | 2,418.00 | 2,365.00 | 2,452.93 | 2,293.77 | 2,246.89 | 2,177.82 |
| Total Liabilities & Stockholders Equity | 3,975.00 | 3,717.00 | 4,308.95 | 3,936.76 | 3,793.36 | 3,517.80 |
| Book Value Per Share | 33.24 | 32.26 | 33.71 | 32.92 | 32.04 | 30.96 |
| Tangible Book Value Per Share | 8.99 | 9.38 | 10.68 | 11.50 | 10.75 | 9.65 |
| Full-Time Employees | - | - | 2,800 | - | - | - |
| Price to Book Ratio | 4.40 | 3.98 | 4.36 | 5.44 | 6.63 | 5.78 |
| Return on Assets | 10.39 | 11.23 | 10.47 | 12.08 | 12.18 | 12.64 |
| Return on Equity | 17.72 | 18.33 | 18.85 | 20.47 | 20.29 | 20.38 |
| Return on Invested Capital | 3.89 | 2.84 | 3.60 | 4.18 | 4.17 | 3.78 |
| Quick Ratio | 1.51 | 1.63 | 1.29 | 1.46 | 1.60 | 1.53 |
| Current Ratio | 1.51 | 1.63 | 1.29 | 1.46 | 1.60 | 1.53 |
Cash flow, quarterly
| Metric | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 |
|---|---|---|---|---|---|---|
| Funds from Operations | 172.00 | 141.00 | 143.30 | 200.36 | 180.60 | 181.94 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 80.00 | -477.00 | 149.73 | 17.32 | 144.45 | -313.57 |
| Income Taxes Payable | - | - | - | - | - | -9.27 |
| Cash from Operating Activities | 252.00 | -336.00 | 293.03 | 217.68 | 325.05 | -131.63 |
| Capital Expenditures | -12.00 | -6.00 | -6.25 | -0.64 | -2.24 | -13.19 |
| Net Assets From Acquisitions | -50.00 | 0.00 | -1.81 | 0.00 | 0.00 | -0.72 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | 1.00 | 118.00 | -41.54 | 57.05 | -112.04 | 123.56 |
| Purchase of Investments | -4.00 | -4.00 | -83.27 | 103.15 | -130.09 | -153.09 |
| Sale Or Maturity of Investments | 5.00 | 122.00 | 41.73 | -46.10 | 18.05 | 276.65 |
| 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 | -61.00 | 112.00 | -49.60 | 56.41 | -114.28 | 109.65 |
| Cash Dividends Paid | -46.00 | -61.00 | -39.16 | -40.63 | -41.78 | -52.48 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -50.00 | -50.00 | -50.00 | -87.90 | -29.72 | -7.81 |
| Repurchase of Common Pref Stock | -50.00 | -50.00 | -50.00 | -87.90 | -29.72 | -7.81 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | -1.00 | -106.00 | -3.63 | -2.87 | -0.64 | -136.34 |
| Other Financing Activities Uses | -1.00 | -106.00 | -3.63 | -2.16 | -0.64 | -137.05 |
| Cash from Financing Activities | -97.00 | -217.00 | -92.78 | -131.40 | -72.14 | -196.63 |
| Exchange Rate Effect | -1.00 | -3.00 | -18.08 | -9.79 | -8.63 | 41.43 |
| Net Change in Cash | 93.00 | -444.00 | 132.56 | 132.91 | 130.00 | -177.18 |
| Free Cash Flow | 240.00 | -342.00 | 286.78 | 217.04 | 322.81 | -144.81 |
| Price to Free Cash Flow | 39.36 | 30.02 | 19.25 | 21.08 | 22.95 | 21.63 |
Revenue breakdown
| Non-US | 2024: 687.25M 2025: 842.18M |
|---|---|
| United States | 2024: 1.70B 2025: 1.78B |
| Corporate Finance | 2024: 1.53B 2025: 1.74B |
| Financial Restructuring | 2024: 544.48M 2025: 528.66M |
| Financial and Valuation Advisory | 2024: 318.18M 2025: 344.23M |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 3.96% | 2.1M | 53.9M | 812.15K |
| 2026-10-15 | 3.98% | 2.2M | 54.1M | 859.44K |
| 2026-09-30 | 4.45% | 2.4M | 54.1M | 903.66K |
| 2026-09-15 | 4.79% | 2.6M | 54.1M | 878.94K |
| 2026-08-31 | 4.70% | 2.5M | 54.1M | 840.75K |
| 2026-08-14 | 4.29% | 2.3M | 54.1M | 855.72K |
| 2026-07-31 | 4.05% | 2.2M | 54.1M | 858.77K |
| 2026-07-15 | 3.28% | 1.8M | 54.2M | 751.15K |
| 2026-06-30 | 3.37% | 1.8M | 54.2M | 679.56K |
| 2026-06-15 | 3.07% | 1.7M | 54.2M | 676.47K |
| 2026-05-29 | 3.32% | 1.8M | 54.2M | 666.44K |
| 2026-05-15 | 3.38% | 1.8M | 54.4M | 651.26K |
| 2026-04-30 | 2.70% | 1.5M | 54.4M | 592.65K |
| 2026-04-15 | 2.28% | 1.2M | 54.4M | 630.80K |
| 2026-03-31 | 2.49% | 1.4M | 54.4M | 599.34K |
| 2026-03-13 | 2.38% | 1.3M | 54.4M | 539.63K |
| 2026-02-27 | 2.75% | 1.5M | 54.4M | 505.82K |
| 2026-02-13 | 2.52% | 1.4M | 54.3M | 473.95K |
| 2026-01-30 | 1.85% | 1.0M | 54.3M | 468.58K |
| 2026-01-15 | 1.93% | 1.1M | 54.4M | 453.12K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 80.00 | 64.00 | 68.10 | 0.00 | 2.893 | 0.00 | 0.00 | 0.950 | -0.356 | 0.023 |
| call | 85.00 | 59.00 | 63.10 | 0.00 | 2.650 | 0.00 | 0.00 | 0.945 | -0.350 | 0.025 |
| call | 90.00 | 54.00 | 58.10 | 0.00 | 2.420 | 0.00 | 0.00 | 0.940 | -0.343 | 0.027 |
| call | 95.00 | 49.00 | 53.10 | 0.00 | 2.201 | 0.00 | 0.00 | 0.935 | -0.335 | 0.029 |
| call | 100 | 44.00 | 48.10 | 0.00 | 1.992 | 0.00 | 0.00 | 0.928 | -0.327 | 0.031 |
| call | 105 | 39.00 | 43.10 | 0.00 | 1.791 | 0.00 | 0.00 | 0.921 | -0.317 | 0.033 |
| call | 110 | 34.00 | 38.10 | 0.00 | 1.598 | 0.00 | 0.00 | 0.912 | -0.307 | 0.036 |
| call | 115 | 29.00 | 33.10 | 0.00 | 1.409 | 0.00 | 0.00 | 0.901 | -0.294 | 0.040 |
| call | 120 | 25.00 | 28.10 | 0.00 | 1.225 | 0.00 | 0.00 | 0.887 | -0.280 | 0.043 |
| call | 125 | 20.10 | 23.10 | 0.00 | 1.044 | 0.00 | 0.00 | 0.870 | -0.264 | 0.048 |
| call | 130 | 14.70 | 17.80 | 17.60 | 0.810 | 17.00 | 0.00 | 0.846 | -0.243 | 0.054 |
| call | 135 | 10.10 | 13.50 | 11.25 | 0.740 | 22.00 | 1.00 | 0.806 | -0.226 | 0.062 |
| call | 140 | 5.00 | 8.60 | 12.28 | 0.555 | 3.00 | 0.00 | 0.736 | -0.201 | 0.074 |
| call | 145 | 1.90 | 5.00 | 0.00 | 0.487 | 0.00 | 0.00 | 0.560 | -0.226 | 0.090 |
| call | 150 | 0.30 | 3.80 | 0.00 | 0.634 | 0.00 | 0.00 | 0.414 | -0.318 | 0.089 |
| call | 155 | 0.00 | 3.10 | 0.00 | 0.707 | 0.00 | 0.00 | 0.309 | -0.312 | 0.080 |
| call | 160 | 0.00 | 3.60 | 2.50 | 0.780 | 15.00 | 0.00 | 0.247 | -0.318 | 0.072 |
| call | 165 | 0.00 | 4.20 | 1.00 | 0.920 | 435 | 0.00 | 0.219 | -0.351 | 0.067 |
| call | 170 | 0.00 | 3.10 | 0.00 | 1.024 | 0.00 | 0.00 | 0.192 | -0.362 | 0.062 |
| call | 175 | 0.00 | 5.00 | 0.00 | 1.134 | 0.00 | 0.00 | 0.175 | -0.378 | 0.059 |
| call | 180 | 0.00 | 5.00 | 0.00 | 1.235 | 0.00 | 0.00 | 0.162 | -0.390 | 0.056 |
| call | 185 | 0.00 | 5.00 | 0.00 | 1.339 | 0.00 | 0.00 | 0.152 | -0.406 | 0.053 |
| call | 190 | 0.00 | 5.00 | 0.00 | 1.438 | 0.00 | 0.00 | 0.144 | -0.421 | 0.052 |
| put | 80.00 | 0.00 | 5.00 | 0.00 | 2.693 | 0.00 | 0.00 | -0.050 | -0.355 | 0.023 |
| put | 85.00 | 0.00 | 5.00 | 0.00 | 2.465 | 0.00 | 0.00 | -0.054 | -0.348 | 0.025 |
| put | 90.00 | 0.00 | 2.65 | 0.00 | 2.249 | 0.00 | 0.00 | -0.059 | -0.341 | 0.027 |
| put | 95.00 | 0.00 | 2.65 | 0.00 | 2.044 | 0.00 | 0.00 | -0.065 | -0.332 | 0.029 |
| put | 100 | 0.00 | 5.00 | 0.00 | 1.847 | 0.00 | 0.00 | -0.071 | -0.323 | 0.031 |
| put | 105 | 0.00 | 2.90 | 0.00 | 1.658 | 0.00 | 0.00 | -0.079 | -0.313 | 0.033 |
| put | 110 | 0.00 | 2.90 | 0.40 | 1.475 | 431 | 0.00 | -0.088 | -0.302 | 0.036 |
| put | 115 | 0.00 | 5.00 | 0.37 | 1.298 | 218 | 0.00 | -0.099 | -0.289 | 0.040 |
| put | 120 | 0.00 | 2.65 | 1.88 | 1.125 | 2.00 | 0.00 | -0.112 | -0.275 | 0.043 |
| put | 125 | 0.00 | 4.00 | 0.35 | 0.954 | 243 | 0.00 | -0.129 | -0.257 | 0.048 |
| put | 130 | 0.00 | 2.65 | 0.15 | 0.783 | 206 | 0.00 | -0.153 | -0.237 | 0.054 |
| put | 135 | 0.00 | 3.90 | 2.10 | 0.610 | 324 | 0.00 | -0.193 | -0.219 | 0.062 |
| put | 140 | 0.00 | 1.50 | 1.15 | 0.624 | 1.00 | 0.00 | -0.302 | -0.266 | 0.079 |
| put | 145 | 0.85 | 3.00 | 2.48 | 0.393 | 322 | 0.00 | -0.440 | -0.220 | 0.090 |
| put | 150 | 3.90 | 7.80 | 0.00 | 0.619 | 0.00 | 0.00 | -0.585 | -0.309 | 0.089 |
| put | 155 | 7.60 | 11.00 | 0.00 | 0.589 | 0.00 | 0.00 | -0.691 | -0.302 | 0.080 |
| put | 160 | 12.00 | 16.10 | 0.00 | 0.756 | 0.00 | 0.00 | -0.753 | -0.308 | 0.072 |
| put | 165 | 17.00 | 21.00 | 0.00 | 0.879 | 0.00 | 0.00 | -0.781 | -0.340 | 0.067 |
| put | 170 | 22.00 | 26.00 | 0.00 | 1.006 | 0.00 | 0.00 | -0.807 | -0.350 | 0.062 |
| put | 175 | 27.00 | 31.00 | 0.00 | 1.124 | 0.00 | 0.00 | -0.824 | -0.366 | 0.059 |
| put | 180 | 32.00 | 36.00 | 0.00 | 1.235 | 0.00 | 0.00 | -0.838 | -0.378 | 0.056 |
| put | 185 | 37.00 | 40.90 | 0.00 | 1.321 | 0.00 | 0.00 | -0.847 | -0.394 | 0.053 |
| put | 190 | 42.00 | 45.90 | 0.00 | 1.420 | 0.00 | 0.00 | -0.855 | -0.408 | 0.052 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-05 | SEC |
| 2026-11-04 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-30 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-28 | 8-K | Current report | 2026-10-28 | SEC |
| 2026-10-26 | S-8 | Initial registration statement for securities to be offered to employees pursuant to employee benefit plans | SEC | |
| 2026-10-05 | 8-K | Current report | 2026-10-02 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-02 | 3 | Initial statement of beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-09-25 | 3 | Initial statement of beneficial ownership of securities | 2026-09-16 | SEC |
| 2026-09-22 | 8-K | Current report | 2026-09-16 | SEC |
| 2026-09-10 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-09-10 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-10 | SEC |
| 2026-09-08 | DEFA14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-09-08 | 8-K | Current report | 2026-09-03 | SEC |
| 2026-08-13 | 8-K | Current report | 2026-08-13 | SEC |
| 2026-08-13 | 424B7 | SEC | ||
| 2026-08-10 | S-3ASR | Automatic shelf registration statement of securities of well-known seasoned issuers | SEC | |
| 2026-08-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-03 | SEC |
| 2026-07-31 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-30 | 8-K | Current report | 2026-07-29 | SEC |
| 2026-07-24 | ARS | Annual report to security holders. | 2026-03-31 | SEC |
| 2026-07-24 | DEFA14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-07-24 | DEF 14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | 2026-09-16 | SEC |
| 2026-05-22 | 10-K | Annual report pursuant to Section 13 or 15(d) | 2026-03-31 | SEC |
| 2026-05-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-21 | SEC |
| 2026-05-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-21 | SEC |
| 2026-05-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-21 | SEC |
| 2026-05-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-21 | SEC |
| 2026-05-21 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-05-21 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-21 | 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 | 140.15K | 1 |
| 2026-08 | 500.57K | 1 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 941.38K | 1 |
| 2026-04 | 0 | 0 | 71.70K | 1 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 854.30K | 1 |
| 2026-01 | 0 | 0 | 87.09K | 1 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 7.54% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.99% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.51% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.49% |
| EARNEST PARTNERS LLC | 3.12% |
| ROYAL BANK OF CANADA | 2.86% |
| STATE STREET CORP | 2.52% |
| MORGAN STANLEY | 2.43% |
| BANK OF MONTREAL /CAN/ | 2.09% |
| CITADEL ADVISORS LLC | 1.77% |
Funds
| Fund | % owned |
|---|---|
| Avantis International Small Cap Value ETF | 13.23% |
| iShares Core S&P Mid-Cap ETF | 2.67% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 2.47% |
| VANGUARD SMALL-CAP INDEX FUND | 1.79% |
| Old Westbury Small & Mid Cap Strategies Fund | 1.33% |
| SMALLCAP World Fund Inc | 1.31% |
| VANGUARD EXPLORER FUND | 1.23% |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 1.08% |
| Avantis International Equity ETF | 1.06% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | 1.03% |
OakChart. HLI. Cached 15 minutes.