Horace Mann Educators Corp
HMNFinancial·Insurance - Property & Casualty·USA·Mid·NYSE·Nov 11 • 3:59 PM ET
53.36-0.33 (-0.61%)
2026-11-11 22:13 CET
Market cap
2,175.45 USD m
Revenue, TTM
1,746.80 USD m
Net income, TTM
177.50 USD m
Free cash flow, TTM
526.90 USD m
EPS diluted, TTM
4.29
P/E
12.43
Price
HMN against its 20, 50 and 200-day averages2050200beat
4.0% under the 52-week high of 55.56 on 7 Jul 2026. 52-week low 41.29 on 20 Mar 2026. Last 15 sessions, 24.4% high to low
Volume 0.78× normal · the line is the 50-bar volume average
Profile
HMN52-week range, 85% of the way up
41.2955.56
Horace Mann Educators Corp. is an insurance holding company, which engages in the provision of insurance and retirement solutions to educators and school employees. It operates through the following business segments: Property and Casualty, Supplemental, Retirement, Life, and Corporate and Other. The Property and Casualty segment focuses on personal lines of automobile and property insurance products. The Supplemental segment focuses on heart, cancer, accident, and limited short-term supplemental disability coverage. The Retirement segment consists of tax-qualified fixed and variable annuities. The Life segment offers life insurance. The Corporate and Other segment includes interest expense on debt, the impact of realized investment gains and losses and certain public company expenses. The company was founded by Carrol Hall and Leslie Nimmo in 1945 and is headquartered in Springfield, IL.
| Index | RUT |
|---|---|
| Employees | 1800 |
| IPO | Nov 15, 1991 |
| Beta | 0.07 |
| ATR, 14d | 1.64 |
| Rel volume | 0.78 |
| Short float | 2.48% |
| Insider own | 0.51% |
| Inst own | 104.73% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 2.16B |
| Enterprise Value | - |
| Income | 177.50M |
| Sales | 1.75B |
| Book/sh | 35.11 |
| Cash/sh | - |
| Dividend Est. | - |
| Dividend TTM | 1.43 (2.68%) |
| Dividend Ex-Date | Sep 16, 2026 |
| Dividend Gr. 3/5Y | 3.03% 3.13% |
| Payout | 35.93% |
| Employees | 1800 |
| IPO | Nov 15, 1991 |
Ratios
| P/E | 12.43 |
|---|---|
| Forward P/E | 9.93 |
| PEG | 1.44 |
| P/S | 1.24 |
| P/B | 1.52 |
| P/C | - |
| P/FCF | 4.10 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | - |
| Debt/Eq | 0.42 |
| LT Debt/Eq | 0.42 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 4.29 |
|---|---|
| EPS next Y | 5.37 |
| EPS next Q | 1.32 |
| EPS this Y | 13.50% |
| EPS next Y | 0.50% |
| EPS next 5Y | 6.92% |
| EPS past 3/5Y | 101.86% 4.21% |
| Sales past 3/5Y | 7.19% 5.36% |
| EPS Y/Y TTM | 8.99% |
| Sales Y/Y TTM | 4.25% |
| EPS Q/Q | 0.83% |
| Sales Q/Q | 0.16% |
| Earnings | Nov 03 AMC |
| EPS/Sales Surpr. | 86.53% 37.25% |
Ownership
| Insider Own | 0.51% |
|---|---|
| Insider Trans | -22.56% |
| Inst Own | 104.73% |
| Inst Trans | -1.20% |
| ROA | 1.36% |
| ROE | 12.40% |
| ROIC | 8.81% |
| Gross Margin | - |
| Oper. Margin | 14.67% |
| Profit Margin | 10.16% |
| SMA20 | 10.14% |
| SMA50 | 11.61% |
| SMA200 | 12.96% |
| Trades | - |
Technical
| Shs Outstand | 40.48M |
|---|---|
| Shs Float | 40.31M |
| Short Float | 2.48% |
| Short Ratio | 3.26 |
| Short Interest | 1.00M |
| 52W High | 55.56 -3.96% |
| 52W Low | 41.29 29.23% |
| Volatility | 7.01% 3.12% |
| ATR (14) | 1.64 |
| RSI (14) | 75.52 |
| Beta | 0.07 |
| Rel Volume | 0.78 |
| Avg Volume | 306.52K |
| Volume | 237,568 |
Performance
| Perf Week | 6.29% |
|---|---|
| Perf Month | 16.43% |
| Perf Quarter | 2.85% |
| Perf Half Y | 21.05% |
| Perf YTD | 15.55% |
| Perf Year | 16.99% |
| Perf 3Y | 65.71% |
| Perf 5Y | 30.46% |
| Perf 10Y | 39.14% |
| Recom | 2.00 |
| Target Price | 56.50 |
| Prev Close | 53.69 |
| Price | 53.36 |
| Change % | -0.61% |
Analyst ratings
latest 10 of 16| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jul 28, 2025 | Initiated | BBMO Capital Markets | Outperform | $48 | -10.0% |
| Nov 12, 2024 | Downgrade | KKeefe Bruyette | Outperform → Mkt Perform | $39 → $44 | -17.5% |
| Aug 06, 2024 | Initiated | RRaymond James | Strong Buy | $42 | -21.3% |
| Jan 29, 2024 | Upgrade | KKeefe Bruyette | Mkt Perform → Outperform | $33 → $40 | -25.0% |
| Jan 25, 2023 | Downgrade | PPiper Sandler | Overweight → Neutral | $42 → $38 | -28.8% |
| Aug 19, 2022 | Upgrade | PPiper Sandler | Neutral → Overweight | $38 → $42 | -21.3% |
| Feb 19, 2021 | Initiated | RRaymond James | Mkt Perform | ||
| Jan 06, 2021 | Downgrade | PPiper Sandler | Overweight → Neutral | $45 | -15.7% |
| May 22, 2019 | Initiated | SSandler O'Neill | Buy | $46 | -13.8% |
| Sep 05, 2017 | Upgrade | KKeefe Bruyette | Underperform → Mkt Perform |
Peers
Mkt capInsider trading
latest 14 of 59| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Desrochers Mark R | Senior Vice President | Nov 06 '26 | Option Exercise | 41.95 | 7,044 | 295,496 | 29,533 | Nov 10 05:37 PM |
| Greenier Ryan E | EVP & Chief Financial Officer | Nov 06 '26 | Option Exercise | 41.95 | 4,772 | 200,185 | 18,565 | Nov 10 05:36 PM |
| Carley Donald M | General Counsel | Nov 06 '26 | Option Exercise | 41.95 | 12,952 | 543,336 | 38,346 | Nov 10 05:35 PM |
| Carley Donald M | General Counsel | Nov 06 '26 | Sale | 52.00 | 3,551 | 184,652 | 25,394 | Nov 10 05:35 PM |
| Carley Donald M | Officer | Nov 06 '26 | Proposed Sale | 52.00 | 3,551 | 184,652 | Nov 06 10:50 AM | |
| ZURAITIS MARITA | President & CEO | Nov 02 '26 | Sale | 47.20 | 7,500 | 353,970 | 286,384 | Nov 04 10:46 AM |
| ZURAITIS MARITA | Officer | Nov 02 '26 | Proposed Sale | 47.20 | 7,500 | 353,973 | Nov 02 05:16 PM | |
| ZURAITIS MARITA | President & CEO | Oct 16 '26 | Sale | 46.23 | 4,767 | 220,383 | 293,884 | Oct 19 03:27 PM |
| ZURAITIS MARITA | President & CEO | Oct 15 '26 | Sale | 46.26 | 2,083 | 96,351 | 298,651 | Oct 19 03:27 PM |
| ZURAITIS MARITA | Officer | Oct 16 '26 | Proposed Sale | 46.23 | 4,767 | 220,385 | Oct 16 04:26 PM | |
| ZURAITIS MARITA | Officer | Oct 15 '26 | Proposed Sale | 46.26 | 2,083 | 96,351 | Oct 15 04:48 PM | |
| ZURAITIS MARITA | President & CEO | Oct 08 '26 | Sale | 46.01 | 550 | 25,307 | 300,734 | Oct 13 09:50 AM |
| ZURAITIS MARITA | Officer | Oct 08 '26 | Proposed Sale | 46.01 | 550 | 25,307 | Oct 08 04:21 PM | |
| ZURAITIS MARITA | President & CEO | Oct 06 '26 | Sale | 46.00 | 100 | 4,600 | 301,284 | Oct 08 11:34 AM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | AUM: 106.27B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| AVUV | Avantis U.S. Small Cap Value ETF | AUM: 32.39B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.47B |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | AUM: 8.52B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.76B |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.10B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
News
latest 14 of 200- Horace Mann Doubles Consensus And Raises Guidance Again, But Its Own Normalized Earnings Math Tempers The Record Quarter (Earnings Whispers) +5.75% +5.92%
- Horace Mann: Q3 Earnings Snapshot (Associated Press)
- Horace Mann reports third-quarter 2026 results (Business Wire)
- Horace Mann and MagicSchool Partner to Help Educators Save Time with Responsible AI Tools (Business Wire)
- Horace Mann's Raised Outlook Meets Its First Test As Catastrophe Losses Return (Earnings Whispers)
- Horace Mann to announce third-quarter 2026 financial results on November 3 (Business Wire)
- Horace Mann Completes Acquisition of Employee Services, LLC (Business Wire)
- 5 Top Multi-Line Insurance Stocks to Buy as Interest Rates Stay Higher (Zacks)
- Horace Mann Educators Corp's Dividend Analysis (GuruFocus.com)
- Horace Mann Declares Quarterly Dividend (Business Wire)
- Horace Mann: Q2 Earnings Snapshot (Associated Press)
- Horace Mann reports second-quarter 2026 results (Business Wire)
- Women's Pro Baseball League Names Horace Mann as Official Founding Partner (Business Wire)
- Horace Mann Strengthens Customer Relationships and Accelerates Long-Term Growth Through Transactions with Medical Mutual of Ohio (Business Wire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-11-03 | 2.060 | 1.104 | 1.410 | 439.2 | 320 | 4 |
| 2026Q2 | 2026-08-05 | 1.170 | 0.787 | 1.010 | 443.5 | 321.7 | 4 |
| 2026Q1 | 2026-05-06 | 1.280 | 1.126 | 1.000 | 313 | 319.1 | 4 |
| 2025Q4 | 2026-02-03 | 1.210 | 1.180 | 0.870 | 317.2 | 314.05 | 5 |
| 2025Q3 | 2025-11-04 | 1.360 | 1.161 | 1.401 | 438.5 | 307.65 | 5 |
| 2025Q2 | 2025-08-06 | 1.066 | 0.597 | 0.707 | 302.6 | 304.3 | 5 |
| 2025Q1 | 2025-05-06 | 1.070 | 0.969 | 0.918 | 416.4 | 297.25 | 4 |
| 2024Q4 | 2025-02-05 | 1.620 | 1.021 | 0.920 | 409 | 298.83 | 5 |
| 2024Q3 | 2024-11-04 | 0.760 | 0.721 | 0.829 | 289.94 | 293.87 | 5 |
| 2024Q2 | 2024-08-07 | 0.200 | 0.188 | 0.091 | 388.1 | 288.67 | 5 |
| 2024Q1 | 2024-05-08 | 0.600 | 0.780 | 0.639 | 386 | 280.83 | 5 |
| 2023Q4 | 2024-02-07 | 0.840 | 0.666 | 0.952 | 274.5 | 275.03 | 5 |
| 2023Q3 | 2023-11-02 | 0.440 | 0.413 | 0.283 | 266 | 268.8 | 5 |
| 2023Q2 | 2023-08-01 | 0.030 | 0.023 | -0.309 | 260.7 | 264.9 | 4 |
| 2023Q1 | 2023-05-02 | 0.230 | 0.223 | 0.159 | 255.9 | 260.7 | 5 |
| 2022Q4 | 2023-02-07 | -0.110 | -0.086 | -0.447 | 259.5 | 252.33 | 5 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2017FY | 1.700 | 1.566 | 4.077 | 1,172 | 661 |
| 2018FY | 0.680 | 0.794 | 0.438 | 1,192 | 1,218 |
| 2019FY | 2.200 | 2.163 | 4.397 | 1,431 | 1,439 |
| 2020FY | 3.400 | 3.174 | 3.171 | 1,310 | 1,286 |
| 2021FY | 3.590 | 3.363 | 3.384 | 1,330 | 1,187 |
| 2022FY | 1.090 | 1.111 | 0.474 | 1,029 | 1,022 |
| 2023FY | 1.540 | 1.406 | 1.090 | 1,057 | 1,058 |
| 2024FY | 3.180 | 2.578 | 2.477 | 1,595 | 1,297 |
| 2025FY | 4.710 | 4.679 | 3.900 | 1,228 | 1,387 |
| 2026FY | - | 5.346 | - | - | 1,272 |
| 2027FY | - | 5.373 | - | - | 1,328 |
| 2028FY | - | 5.757 | - | - | 1,401 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-04 | 1 | 0 | 0 | 322.8 | 322.8 | 322.8 |
| 2026Q4 | S | 2026-11-03 | 1 | 0 | 0 | 322.8 | 322.8 | 322.8 |
| 2026Q4 | S | 2026-10-26 | 1 | 0 | 0 | 322.8 | 322.8 | 322.8 |
| 2026Q4 | S | 2026-08-12 | 1 | 0 | 1 | 322.8 | 322.8 | 322.8 |
| 2026Q4 | S | 2026-08-06 | 1 | 0 | 0 | 326.2 | 326.2 | 326.2 |
| 2026Q4 | S | 2026-05-20 | 1 | 0 | 0 | 326.2 | 326.2 | 326.2 |
| 2026Q4 | S | 2026-05-07 | 1 | 0 | 0 | 326.6 | 326.6 | 326.6 |
| 2026Q4 | S | 2026-04-01 | 1 | 0 | 0 | 326.6 | 326.6 | 326.6 |
| 2026Q4 | S | 2026-03-30 | 2 | 0 | 0 | 332.6 | 326.6 | 338.6 |
| 2026Q4 | S | 2026-02-21 | 1 | 0 | 0 | 338.6 | 338.6 | 338.6 |
| 2026Q4 | S | 2026-02-04 | 2 | 0 | 0 | 331.05 | 323.5 | 338.6 |
| 2026Q4 | S | 2025-12-22 | 2 | 0 | 0 | 330.8 | 323.5 | 338.1 |
| 2026Q4 | S | 2025-11-11 | 2 | 1 | 0 | 330.8 | 323.5 | 338.1 |
| 2026Q4 | S | 2025-11-10 | 2 | 1 | 0 | 330.8 | 323.5 | 338.1 |
Estimate history
| EPS, annual | 4.077 | 0.438 | 4.397 | 3.171 | 3.384 | 0.474 | 1.09 | 2.477 | 3.897 | 4.2928 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 0.829 | 0.92 | 0.918 | 0.707 | 1.401 | 0.87 | 1 | 1.01 | 1.413 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 1158.995 | 1191.599 | 1430.485 | 1310.441 | 1330.1 | 1381.6 | 1491.9 | 1595.2 | 1701.4 | 1746.8 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 412.1 | 409 | 416.4 | 411.7 | 438.5 | 434.8 | 429.3 | 443.5 | 439.2 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 40.718 | 40.97 | 41.238 | 41.414 | 41.393 | 40.904 | 40.837 | 40.865 | 40.659 | 40.479 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 40.727 | 40.865 | 40.954 | 40.834 | 40.813 | 40.659 | 40.381 | 40.494 | 40.479 | |
| 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 | 1,746.80 | 1,701.40 | 1,595.20 | 1,491.90 | 1,381.60 | 1,330.10 | 1,310.44 | 1,430.48 | 1,191.60 |
| Losses, Claims & Reserves | 920.00 | 928.40 | 960.90 | 974.80 | 920.40 | 782.10 | 773.53 | 797.85 | 843.76 |
| Selling, General and Administrative Incl. Other | 570.60 | 535.40 | 471.10 | 434.10 | 420.50 | 359.20 | 352.12 | 352.58 | 315.30 |
| Operating Income before Interest Expense | 256.20 | 237.60 | 163.20 | 83.00 | 40.70 | 188.80 | 184.80 | 280.05 | 32.54 |
| Interest Expense | 38.70 | 36.40 | 34.60 | 29.70 | 19.40 | 13.90 | 15.21 | 15.58 | 13.00 |
| Unusual Expense | - | - | 0.00 | 0.00 | 4.80 | 0.00 | 10.00 | 28.02 | - |
| Net Income Before Taxes | 217.50 | 201.20 | 128.60 | 53.30 | 16.50 | 174.90 | 159.58 | 236.45 | 19.54 |
| Income Taxes | 40.00 | 39.10 | 25.80 | 8.30 | -3.30 | 32.10 | 26.27 | 52.01 | 1.19 |
| Consolidated Net Income | 177.50 | 162.10 | 102.80 | 45.00 | 19.80 | 142.80 | 133.31 | 184.44 | 18.34 |
| Net Income From Continuing Operations | 177.50 | 162.10 | 102.80 | 45.00 | 19.80 | 142.80 | 133.31 | 184.44 | 18.34 |
| Net Income | 177.50 | 162.10 | 102.80 | 45.00 | 19.80 | 142.80 | 133.31 | 184.44 | 18.34 |
| EPS (Recurring) | 4.29 | 3.90 | 2.48 | 1.09 | 0.55 | 3.38 | 3.34 | 4.86 | 0.44 |
| EPS (Basic, Before Extraordinaries) | 4.35 | 3.93 | 2.49 | 1.09 | 0.48 | 3.40 | 3.18 | 4.42 | 0.44 |
| EPS (Diluted) | 4.29 | 3.90 | 2.48 | 1.09 | 0.47 | 3.38 | 3.17 | 4.40 | 0.44 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 8.03 | 8.06 | 7.43 | 6.95 | 6.48 | 5.62 | 4.32 | 4.68 | 6.21 |
| Price To Earnings Ratio | 12.51 | 12.51 | 15.63 | - | 27.90 | 11.42 | 13.27 | 9.93 | 85.50 |
| Price To Sales Ratio | 1.06 | 1.13 | 1.02 | 0.91 | 1.13 | 1.23 | 1.35 | 1.28 | 1.32 |
| Operating Margin | 14.67 | 13.96 | 10.23 | 5.56 | 2.95 | 14.19 | 14.10 | 19.58 | 2.73 |
| Net Margin | 10.16 | 9.53 | 6.44 | 3.02 | 1.43 | 10.74 | 10.17 | 12.89 | 1.54 |
| Shares Outstanding | 40.48 | 40.66 | 40.86 | 40.84 | 40.90 | 41.39 | 41.41 | 41.24 | 40.97 |
| Market Capitalization | 2,175.45 | 2,175.45 | 1,598.94 | 1,335.31 | 1,528.37 | 1,605.57 | 1,741.00 | 1,799.67 | 1,533.24 |
| Operating Income after Interest Expense | - | 201.20 | 128.60 | 53.30 | 21.30 | 174.90 | 169.58 | 264.47 | 19.54 |
| Reserves Increase (Decrease) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 439.20 | 443.50 | 429.30 | 434.80 | 438.50 | 411.70 | 416.40 | 409.00 |
| Losses, Claims & Reserves | 219.40 | 240.90 | 230.20 | 229.50 | 226.70 | 236.20 | 236.00 | 224.50 |
| Selling, General and Administrative Incl. Other | 137.60 | 144.00 | 139.40 | 149.60 | 131.40 | 130.40 | 124.00 | 127.70 |
| Operating Income before Interest Expense | 82.20 | 58.60 | 59.70 | 55.70 | 80.40 | 45.10 | 56.40 | 56.80 |
| Interest Expense | 9.60 | 9.60 | 9.50 | 10.00 | 8.90 | 8.60 | 8.90 | 8.50 |
| Operating Income after Interest Expense | 72.60 | 49.00 | 50.20 | 45.70 | 71.50 | 36.50 | 47.50 | 48.30 |
| Net Income Before Taxes | 72.60 | 49.00 | 50.20 | 45.70 | 71.50 | 36.50 | 47.50 | 48.30 |
| Income Taxes | 14.10 | 7.40 | 9.00 | 9.50 | 13.20 | 7.10 | 9.30 | 10.10 |
| Consolidated Net Income | 58.50 | 41.60 | 41.20 | 36.20 | 58.30 | 29.40 | 38.20 | 38.20 |
| Net Income From Continuing Operations | 58.50 | 41.60 | 41.20 | 36.20 | 58.30 | 29.40 | 38.20 | 38.20 |
| Net Income | 58.50 | 41.60 | 41.20 | 36.20 | 58.30 | 29.40 | 38.20 | 38.20 |
| EPS (Recurring) | 1.41 | 1.01 | 1.00 | 0.87 | 1.40 | 0.71 | 0.92 | 0.92 |
| EPS (Basic, Before Extraordinaries) | 1.43 | 1.02 | 1.01 | 0.89 | 1.42 | 0.71 | 0.92 | 0.93 |
| EPS (Diluted) | 1.41 | 1.01 | 1.00 | 0.87 | 1.40 | 0.71 | 0.92 | 0.92 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 1.82 | 1.98 | 2.10 | 2.13 | 1.90 | 2.05 | 1.98 | 1.98 |
| Price To Earnings Ratio | 12.51 | 12.98 | 10.95 | 11.70 | 13.39 | 15.58 | 17.24 | 15.63 |
| Price To Sales Ratio | 1.06 | 1.22 | 1.03 | 1.13 | 1.12 | 1.08 | 1.09 | 1.02 |
| Operating Margin | 18.72 | 13.21 | 13.91 | 12.81 | 18.34 | 10.95 | 13.54 | 13.89 |
| Net Margin | 13.32 | 9.38 | 9.60 | 8.33 | 13.30 | 7.14 | 9.17 | 9.34 |
| Shares Outstanding | 40.48 | 40.49 | 40.38 | 40.66 | 40.81 | 40.83 | 40.95 | 40.86 |
| Market Capitalization | 2,175.45 | 2,085.69 | 1,726.39 | 1,878.83 | 1,838.22 | 1,752.28 | 1,746.46 | 1,598.94 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 27.50 | 38.10 | 29.70 | 42.80 | 133.70 | 22.32 | 25.51 | 11.91 | 7.63 |
| Investments | 7,304.60 | 6,916.40 | 6,830.50 | 6,587.60 | 7,449.50 | 7,262.23 | 6,639.23 | 8,250.68 | 8,352.35 |
| Premium Balance Receivables - Insurance | 419.00 | 424.80 | 480.50 | 468.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 70.80 | 73.40 | 68.60 | 69.30 | 75.00 | 77.27 | 76.61 | 40.98 | 38.94 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | 89.50 | 118.00 | 123.10 | 135.20 | 29.20 | 28.90 | 38.51 | 37.66 | 29.81 |
| Other Intangible Assets | 5,075.10 | 4,600.80 | 4,144.00 | 3,606.90 | 4,124.60 | 3,566.61 | 3,261.98 | 2,628.83 | 2,730.98 |
| Total Assets | 12,986.50 | 12,171.50 | 11,676.40 | 10,924.70 | 11,812.00 | 10,957.34 | 10,041.84 | 10,970.05 | 11,159.70 |
| Insurance Policy Liabilities - Insurance | 6,289.50 | 6,197.90 | 6,250.80 | 6,101.40 | 5,603.60 | 5,356.49 | 5,128.37 | 7,052.61 | 6,837.84 |
| Total Debt | 593.40 | 547.00 | 546.00 | 498.00 | 508.40 | 450.88 | 450.52 | 297.74 | 297.47 |
| Long Term Debt | 593.40 | 547.00 | 546.00 | 249.00 | 250.20 | 296.15 | 298.78 | 285.04 | 284.57 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 16.90 | 18.03 | 16.88 | 18.39 | 19.42 |
| Deferred Tax Liabilities | 155.00 | 173.80 | 156.50 | 144.00 | 219.70 | 235.55 | 199.13 | 141.34 | 187.58 |
| Other Liabilities | 4,465.90 | 3,965.30 | 3,547.80 | 3,083.00 | 3,656.00 | 3,106.31 | 2,679.64 | 2,169.41 | 2,315.82 |
| Total Liabilities | 11,503.80 | 10,884.00 | 10,501.10 | 9,826.40 | 10,004.60 | 9,167.26 | 8,474.55 | 9,679.50 | 9,658.13 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 1,482.70 | 1,287.50 | 1,175.30 | 1,098.30 | 1,807.40 | 1,790.08 | 1,567.29 | 1,290.55 | 1,501.57 |
| Total Shareholders Equity | 1,482.70 | 1,287.50 | 1,175.30 | 1,098.30 | 1,807.40 | 1,790.08 | 1,567.29 | 1,290.55 | 1,501.57 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 1,482.70 | 1,287.50 | 1,175.30 | 1,098.30 | 1,807.40 | 1,790.08 | 1,567.29 | 1,290.55 | 1,501.57 |
| Total Liabilities & Stockholders Equity | 12,986.50 | 12,171.50 | 11,676.40 | 10,924.70 | 11,812.00 | 10,957.34 | 10,041.84 | 10,970.05 | 11,159.70 |
| Book Value Per Share | 36.47 | 31.51 | 28.78 | 26.85 | 43.66 | 43.22 | 38.01 | 31.50 | 36.88 |
| Tangible Book Value Per Share | 31.65 | 26.36 | 23.28 | 21.36 | 39.10 | 38.35 | 32.52 | 30.34 | 35.71 |
| Full-Time Employees | 1,800 | 1,750 | 1,700 | 1,700 | 1,450 | 1,490 | 1,516 | 1,478 | 1,470 |
| Price to Book Ratio | 1.53 | 1.24 | 1.27 | 1.42 | 0.89 | 0.97 | 1.15 | 1.19 | 1.29 |
| Return on Assets | 1.29 | 0.86 | 0.40 | 0.17 | 1.25 | 1.27 | 1.76 | 0.17 | 1.56 |
| Return on Equity | 11.70 | 8.35 | 3.98 | 1.36 | 7.94 | 7.94 | 12.91 | 1.31 | 12.12 |
| Return on Invested Capital | 7.81 | 5.60 | 2.61 | 1.47 | 6.94 | 6.39 | 9.88 | 1.16 | 9.49 |
| Current Ratio | - | - | - | - | - | - | - | 1.28 | 0.93 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 224.10 | 203.60 | 190.50 | 90.20 | 135.80 | 139.10 | 182.33 | 85.90 | 38.24 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 302.80 | 349.60 | 261.60 | 211.90 | 35.70 | 65.80 | 77.46 | 41.67 | 162.65 |
| Cash from Operating Activities | 526.90 | 553.20 | 452.10 | 302.10 | 171.50 | 204.90 | 259.79 | 127.57 | 200.89 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | -164.40 | 0.00 | 0.00 | -421.52 | 0.00 |
| 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 | -39.50 | -242.30 | -143.00 | -116.60 | -40.60 | -302.00 | -406.76 | 477.46 | -186.50 |
| Purchase of Investments | -1,560.50 | -1,519.40 | -1,240.80 | -846.20 | -1,408.00 | -1,844.70 | -1,575.60 | -1,253.04 | -1,592.06 |
| Sale Or Maturity of Investments | 1,521.00 | 1,277.10 | 1,097.80 | 729.60 | 1,367.40 | 1,542.70 | 1,168.84 | 1,730.50 | 1,405.56 |
| Other Uses | -11.80 | -9.80 | 0.00 | 0.00 | -9.60 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 7.20 | 9.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -51.30 | -252.10 | -135.80 | -107.40 | -214.60 | -302.00 | -406.76 | 55.94 | -186.50 |
| Cash Dividends Paid | -57.90 | -57.10 | -55.50 | -53.90 | -52.60 | -51.40 | -49.62 | -47.33 | -46.69 |
| Change in Capital Stock | -22.40 | -15.50 | -3.50 | -6.50 | -24.00 | -5.00 | 0.26 | 1.73 | -1.46 |
| Repurchase of Common Pref Stock | -26.10 | -20.80 | -8.60 | -6.50 | -24.00 | -5.30 | -2.15 | 0.00 | -5.09 |
| Sale of Common Pref Stock | 3.70 | 5.30 | 5.10 | 0.00 | 0.00 | 0.30 | 2.40 | 1.73 | 3.63 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -241.60 | -470.00 | -267.50 | -143.30 | -144.10 | -296.70 | 11.24 | -194.57 | 21.87 |
| Change in Long Term Debt | -250.80 | 45.20 | 0.00 | 48.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance of Long Term Debt | -0.80 | 295.20 | 0.00 | 297.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | -250.00 | -250.00 | 0.00 | -249.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | 587.10 | 230.90 | 18.60 | -4.10 | 172.90 | 561.60 | 181.90 | 70.26 | 16.17 |
| Other Financing Activities Uses | -825.30 | -797.50 | -789.50 | -791.70 | -533.80 | -507.70 | -406.04 | -576.67 | -481.08 |
| Cash from Financing Activities | -629.30 | -311.70 | -307.90 | -207.80 | -47.80 | 208.50 | 143.78 | -169.91 | -10.11 |
| Net Change in Cash | -153.70 | -10.60 | 8.40 | -13.10 | -90.90 | 111.40 | -3.19 | 13.60 | 4.28 |
| Free Cash Flow | 526.90 | 553.20 | 452.10 | 302.10 | 171.50 | 204.90 | 259.79 | 127.57 | 200.89 |
| 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 | 3.94 | 3.87 | 4.11 | 5.44 | 13.14 | 10.64 | 8.41 | 22.82 | 10.17 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Total Cash | 148.80 | 46.20 | 20.90 | 27.50 | 302.50 | 40.90 |
| Investments | 7,018.10 | 7,346.10 | 7,238.80 | 7,304.60 | 7,282.20 | 7,040.60 |
| Net Property, Plant & Equipment | 0.00 | 0.00 | 0.00 | 70.80 | 0.00 | 0.00 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | - | - | - | 89.50 | - | - |
| Other Intangible Assets | 5,490.90 | 5,457.50 | 4,922.90 | 5,075.10 | 5,079.60 | 4,830.50 |
| Total Assets | 13,066.90 | 13,259.00 | 12,604.10 | 12,986.50 | 13,087.40 | 12,315.70 |
| Insurance Policy Liabilities - Insurance | 6,218.90 | 6,315.80 | 6,271.60 | 6,289.50 | 6,315.20 | 6,221.60 |
| Total Debt | 594.60 | 594.20 | 593.80 | 593.40 | 842.90 | 547.50 |
| Long Term Debt | 594.60 | 594.20 | 593.80 | 593.40 | 842.90 | 547.50 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | - | - | - | 155.00 | - | - |
| Other Liabilities | 4,832.20 | 4,846.10 | 4,268.70 | 4,465.90 | 4,488.00 | 4,186.30 |
| Total Liabilities | 11,645.70 | 11,756.10 | 11,134.10 | 11,503.80 | 11,646.10 | 10,955.40 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 1,421.20 | 1,502.90 | 1,470.00 | 1,482.70 | 1,441.30 | 1,360.30 |
| Total Shareholders Equity | 1,421.20 | 1,502.90 | 1,470.00 | 1,482.70 | 1,441.30 | 1,360.30 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 1,421.20 | 1,502.90 | 1,470.00 | 1,482.70 | 1,441.30 | 1,360.30 |
| Total Liabilities & Stockholders Equity | 13,066.90 | 13,259.00 | 12,604.10 | 12,986.50 | 13,087.40 | 12,315.70 |
| Book Value Per Share | 35.11 | 37.11 | 36.40 | 36.47 | 35.31 | 33.31 |
| Tangible Book Value Per Share | 30.54 | 32.45 | 31.64 | 31.65 | 30.43 | 28.34 |
| Full-Time Employees | - | - | - | 1,800 | - | - |
| Price to Book Ratio | 1.53 | 1.42 | 1.17 | 1.31 | 1.36 | 1.31 |
| Return on Assets | 1.36 | 1.39 | 1.34 | 1.29 | 1.30 | 1.16 |
| Return on Equity | 12.40 | 12.38 | 11.74 | 11.70 | 12.03 | 10.91 |
| Return on Invested Capital | 2.90 | 1.98 | 2.00 | 1.74 | 2.55 | 1.54 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 70.40 | 54.60 | 50.40 | 48.70 | 62.10 | 42.70 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 41.60 | 169.10 | 10.90 | 81.20 | 89.10 | 88.60 |
| Cash from Operating Activities | 112.00 | 223.70 | 61.30 | 129.90 | 151.20 | 131.30 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | 56.70 | -99.50 | 18.10 | -14.80 | -150.80 | -37.80 |
| Purchase of Investments | -393.90 | -350.90 | -341.10 | -474.60 | -498.10 | -259.50 |
| Sale Or Maturity of Investments | 450.60 | 251.40 | 359.20 | 459.80 | 347.30 | 221.70 |
| Other Uses | -3.80 | -3.40 | -1.90 | -2.70 | -7.10 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | -4.70 | 0.90 |
| Cash from Investing Activities | 52.90 | -102.90 | 16.20 | -17.50 | -162.60 | -36.90 |
| Cash Dividends Paid | -14.60 | -14.50 | -14.60 | -14.20 | -14.30 | -14.30 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -1.00 | 3.30 | -17.80 | -6.90 | -2.90 | -5.50 |
| Repurchase of Common Pref Stock | -1.00 | 0.10 | -18.30 | -6.90 | -6.80 | -6.90 |
| Sale of Common Pref Stock | 0.00 | 3.20 | 0.50 | 0.00 | 3.90 | 1.40 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -220.50 | -125.00 | -531.40 | -259.20 | 142.30 | -59.40 |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00 | -250.80 | 296.00 | 0.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | -0.80 | 296.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | -250.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | 173.80 | 40.70 | 479.70 | -107.10 | 147.90 | -4.60 |
| Other Financing Activities Uses | -209.90 | -214.40 | -174.40 | -226.60 | -176.60 | -180.90 |
| Cash from Financing Activities | -62.30 | -95.50 | -84.10 | -387.40 | 273.00 | -83.80 |
| Net Change in Cash | 102.60 | 25.30 | -6.60 | -275.00 | 261.60 | 10.60 |
| Free Cash Flow | 112.00 | 223.70 | 61.30 | 129.90 | 151.20 | 131.30 |
| Price to Free Cash Flow | 3.94 | 4.18 | 4.22 | 3.87 | 3.35 | 3.23 |
Revenue breakdown
| Fire, Marine & Casualty Insurance | 2024: 1.60B 2025: 1.70B |
|---|---|
| United States | 2024: 1.60B 2025: 1.70B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 2.48% | 1.0M | 40.3M | 287.38K |
| 2026-10-15 | 2.56% | 1.0M | 40.3M | 285.50K |
| 2026-09-30 | 2.53% | 1.0M | 40.3M | 282.29K |
| 2026-09-15 | 2.78% | 1.1M | 40.3M | 271.56K |
| 2026-08-31 | 2.54% | 1.0M | 40.3M | 266.36K |
| 2026-08-14 | 2.60% | 1.0M | 40.3M | 273.01K |
| 2026-07-31 | 2.35% | 0.9M | 40.1M | 261.85K |
| 2026-07-15 | 2.64% | 1.1M | 40.1M | 252.38K |
| 2026-06-30 | 3.33% | 1.3M | 40.1M | 241.29K |
| 2026-06-15 | 2.80% | 1.1M | 40.1M | 231.89K |
| 2026-05-29 | 2.58% | 1.0M | 40.2M | 234.32K |
| 2026-05-15 | 2.23% | 0.9M | 40.1M | 229.99K |
| 2026-04-30 | 2.37% | 1.0M | 40.1M | 246.54K |
| 2026-04-15 | 2.27% | 0.9M | 40.1M | 257.04K |
| 2026-03-31 | 2.14% | 0.9M | 40.2M | 261.65K |
| 2026-03-13 | 1.96% | 0.8M | 40.2M | 254.00K |
| 2026-02-27 | 1.67% | 0.7M | 40.2M | 244.12K |
| 2026-02-13 | 1.45% | 0.6M | 40.4M | 248.10K |
| 2026-01-30 | 1.69% | 0.7M | 40.4M | 243.03K |
| 2026-01-15 | 1.46% | 0.6M | 40.4M | 239.49K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 22.50 | 28.50 | 33.00 | 0.00 | 5.385 | 0.00 | 0.00 | 0.978 | -0.075 | 0.004 |
| call | 25.00 | 26.00 | 30.50 | 0.00 | 4.833 | 0.00 | 0.00 | 0.975 | -0.074 | 0.005 |
| call | 30.00 | 21.00 | 25.50 | 0.00 | 3.890 | 0.00 | 0.00 | 0.968 | -0.071 | 0.006 |
| call | 35.00 | 16.00 | 20.50 | 0.00 | 3.094 | 0.00 | 0.00 | 0.959 | -0.068 | 0.007 |
| call | 40.00 | 11.00 | 15.50 | 5.90 | 2.392 | 1.00 | 0.00 | 0.945 | -0.063 | 0.009 |
| call | 45.00 | 6.00 | 10.50 | 0.00 | 1.746 | 0.00 | 0.00 | 0.728 | -0.441 | 0.028 |
| call | 50.00 | 1.00 | 5.10 | 1.00 | 0.977 | 33.00 | 0.00 | 0.644 | -0.325 | 0.031 |
| call | 55.00 | 0.15 | 0.30 | 0.25 | 0.243 | 380 | 143 | 0.389 | -0.106 | 0.032 |
| call | 60.00 | 0.00 | 5.00 | 0.00 | 0.621 | 0.00 | 0.00 | 0.123 | -0.059 | 0.017 |
| call | 65.00 | 0.00 | 5.00 | 0.00 | 0.864 | 0.00 | 0.00 | 0.081 | -0.061 | 0.012 |
| put | 22.50 | 0.00 | 5.00 | 0.00 | 3.127 | 0.00 | 0.00 | -0.022 | -0.076 | 0.004 |
| put | 25.00 | 0.00 | 5.00 | 0.15 | 2.783 | 2.00 | 0.00 | -0.025 | -0.075 | 0.005 |
| put | 30.00 | 0.00 | 5.00 | 0.00 | 2.187 | 0.00 | 0.00 | -0.031 | -0.072 | 0.006 |
| put | 35.00 | 0.00 | 5.00 | 0.00 | 1.677 | 0.00 | 0.00 | -0.040 | -0.068 | 0.007 |
| put | 40.00 | 0.00 | 0.25 | 0.00 | 1.162 | 0.00 | 0.00 | -0.057 | -0.061 | 0.009 |
| put | 45.00 | 0.00 | 5.00 | 1.30 | 2.829 | 1.00 | 0.00 | -0.271 | -0.439 | 0.028 |
| put | 50.00 | 0.00 | 5.00 | 5.50 | 2.053 | 2.00 | 0.00 | -0.355 | -0.323 | 0.031 |
| put | 55.00 | 0.10 | 5.00 | 0.00 | 1.234 | 0.00 | 0.00 | -0.610 | -0.104 | 0.032 |
| put | 60.00 | 5.10 | 9.50 | 0.00 | 1.593 | 0.00 | 0.00 | -0.890 | -0.050 | 0.016 |
| put | 65.00 | 9.60 | 14.50 | 0.00 | 1.994 | 0.00 | 0.00 | -0.918 | -0.058 | 0.012 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-10 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-10 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-10 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-10 | SCHEDULE 13G | SEC | ||
| 2026-11-06 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-11-06 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-02 | SEC |
| 2026-11-03 | 8-K | Current report | 2026-11-03 | SEC |
| 2026-11-02 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-15 | SEC |
| 2026-10-16 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-15 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-13 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-08 | SEC |
| 2026-10-08 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-06 | SEC |
| 2026-10-06 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-01 | 8-K | Current report | 2026-10-01 | SEC |
| 2026-09-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-03 | SEC |
| 2026-09-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-03 | SEC |
| 2026-09-03 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-09-03 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-09-03 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-01 | SEC |
| 2026-09-01 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-12 | SEC |
| 2026-08-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-12 | SEC |
| 2026-08-12 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-07 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-08-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-03 | SEC |
| 2026-08-05 | 8-K | Current report | 2026-08-05 | SEC |
| 2026-08-03 | 144 | Filing for proposed sale of securities under Rule 144. | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 538.62K | 2 |
| 2026-10 | 0 | 0 | 346.64K | 4 |
| 2026-09 | 0 | 0 | 658.85K | 3 |
| 2026-08 | 0 | 0 | 718.89K | 3 |
| 2026-07 | 0 | 0 | 394.61K | 1 |
| 2026-06 | 0 | 0 | 346.85K | 1 |
| 2026-05 | 0 | 0 | 346.17K | 5 |
| 2026-04 | 0 | 0 | 392.20K | 2 |
| 2026-03 | 7.63K | 1 | 0 | 0 |
| 2026-02 | 149.54K | 1 | 0 | 0 |
| 2026-01 | 0 | 0 | 274.60K | 2 |
| 2025-12 | 0 | 0 | 226.75K | 1 |
| 2025-11 | 0 | 0 | 470.56K | 4 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 14.58% |
| FRANKLIN RESOURCES INC | 7.50% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.04% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.53% |
| DIMENSIONAL FUND ADVISORS LP | 5.68% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.74% |
| STATE STREET CORP | 4.63% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.51% |
| WASATCH ADVISORS LP | 3.14% |
| AMERICAN CENTURY COMPANIES INC | 3.09% |
Funds
| Fund | % owned |
|---|---|
| Thornburg Strategic Income Fund | 68.66% |
| Baird Core Plus Bond Fund | 47.55% |
| THE HARTFORD SHORT DURATION FUND | 25.82% |
| Thornburg Investment Income Builder Fund | 24.76% |
| State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | 17.94% |
| Victory Short-Term Bond Fund | 13.87% |
| DFA Commodity Strategy Portfolio | 12.22% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 11.68% |
| VANGUARD TOTAL BOND MARKET II INDEX FUND | 11.61% |
| VANGUARD SHORT-TERM BOND INDEX FUND | 11.12% |
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