Kemper Corp
KMPRFinancial·Insurance - Property & Casualty·USA·Mid·NYSE·Nov 11 • 3:59 PM ET
Price
KMPR against its 20, 50 and 200-day averages16.7% under the 52-week high of 41.74 on 17 Dec 2025. 52-week low 22.69 on 3 Jun 2026. Last 15 sessions, 27.6% high to low
Volume 1.13× normal · the line is the 50-bar volume average
Profile
KMPRKemper Corp. is a holding company, which engages in the property and casualty insurance, and life and health insurance businesses. It operates through the Specialty Property and Casualty Insurance, and Life Insurance segments. The Specialty Property and Casualty Insurance segment offers specialty automobile and commercial automobile insurance. The Life Insurance segment provides individual life, accident, supplemental health, and property insurance. The company was founded in 1967 and is headquartered in Chicago, IL.
| Index | RUT |
|---|---|
| Employees | 7400 |
| IPO | Apr 23, 1990 |
| Beta | 1.03 |
| ATR, 14d | 1.48 |
| Rel volume | 1.13 |
| Short float | 9.40% |
| Insider own | 1.58% |
| Inst own | 96.93% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 2.05B |
| Enterprise Value | - |
| Income | -422.10M |
| Sales | 4.46B |
| Book/sh | 36.20 |
| Cash/sh | - |
| Dividend Est. | - |
| Dividend TTM | 1.28 (3.68%) |
| Dividend Ex-Date | Nov 16, 2026 |
| Dividend Gr. 3/5Y | 1.06% 1.30% |
| Payout | 55.92% |
| Employees | 7400 |
| IPO | Apr 23, 1990 |
Ratios
| P/E | - |
|---|---|
| Forward P/E | 8.53 |
| PEG | 0.80 |
| P/S | 0.46 |
| P/B | 0.96 |
| P/C | - |
| P/FCF | 7.07 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | 0.27 |
| Debt/Eq | 0.44 |
| LT Debt/Eq | 0.44 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | -7.18 |
|---|---|
| EPS next Y | 4.07 |
| EPS next Q | 0.80 |
| EPS this Y | -36.93% |
| EPS next Y | 79.38% |
| EPS next 5Y | 10.65% |
| EPS past 3/5Y | - -17.90% |
| Sales past 3/5Y | -4.72% -1.33% |
| EPS Y/Y TTM | -284.85% |
| Sales Y/Y TTM | -8.20% |
| EPS Q/Q | 357.44% |
| Sales Q/Q | -11.95% |
| Earnings | Nov 09 AMC |
| EPS/Sales Surpr. | 24.85% 2.19% |
Ownership
| Insider Own | 1.58% |
|---|---|
| Insider Trans | 1.53% |
| Inst Own | 96.93% |
| Inst Trans | 1.35% |
| ROA | -3.51% |
| ROE | -17.35% |
| ROIC | -13.71% |
| Gross Margin | - |
| Oper. Margin | 3.04% |
| Profit Margin | -9.47% |
| SMA20 | 9.56% |
| SMA50 | 21.00% |
| SMA200 | 17.67% |
| Trades | - |
Technical
| Shs Outstand | 58.92M |
|---|---|
| Shs Float | 57.99M |
| Short Float | 9.40% |
| Short Ratio | 6.08 |
| Short Interest | 5.45M |
| 52W High | 41.74 -16.72% |
| 52W Low | 22.69 53.20% |
| Volatility | 4.92% 4.40% |
| ATR (14) | 1.48 |
| RSI (14) | 65.31 |
| Beta | 1.03 |
| Rel Volume | 1.13 |
| Avg Volume | 896.19K |
| Volume | 1,016,330 |
Performance
| Perf Week | -2.80% |
|---|---|
| Perf Month | 25.49% |
| Perf Quarter | 29.17% |
| Perf Half Y | 16.64% |
| Perf YTD | -14.26% |
| Perf Year | -7.06% |
| Perf 3Y | -11.35% |
| Perf 5Y | -42.95% |
| Perf 10Y | -11.89% |
| Recom | 3.00 |
| Target Price | 37.33 |
| Prev Close | 34.39 |
| Price | 34.76 |
| Change % | 1.08% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Feb 05, 2026 | Downgrade | CCitizens | Mkt Outperform → Mkt Perform | ||
| Dec 18, 2025 | Downgrade | WWilliam Blair | Mkt Perform → Underperform | ||
| Oct 15, 2025 | Downgrade | RRaymond James | Outperform → Mkt Perform | $60 | +72.6% |
| Aug 07, 2025 | Downgrade | RRaymond James | Strong Buy → Outperform | $60 | +72.6% |
| Aug 06, 2025 | Downgrade | PPiper Sandler | Overweight → Underweight | $50 | +43.8% |
| Jan 10, 2024 | Initiated | TTD Cowen | Outperform | $70 | +101.4% |
| Oct 06, 2023 | Upgrade | PPiper Sandler | Neutral → Overweight | $55 → $47 | +35.2% |
| Apr 10, 2023 | Upgrade | CCredit Suisse | Neutral → Outperform | $56 → $78 | +124.4% |
| Feb 07, 2023 | Upgrade | RRaymond James | Outperform → Strong Buy | $60 → $80 | +130.1% |
| Jan 30, 2023 | Upgrade | CCredit Suisse | Underperform → Neutral | $44 → $56 | +61.1% |
Peers
Mkt capInsider trading
8 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| McAnena Stephen J | President and CEO | Aug 13 '26 | Buy | 26.50 | 3,000 | 79,500 | 30,945 | Aug 13 04:53 PM |
| Evans Carl Thomas Jr. | EVP, Sec. & General Counsel | Aug 11 '26 | Buy | 26.53 | 1,000 | 26,530 | 91,629 | Aug 11 06:11 PM |
| Camden Bradley T | EVP and CFO | Aug 11 '26 | Buy | 26.34 | 1,000 | 26,340 | 51,259 | Aug 11 06:04 PM |
| LADERMAN GERALD | Director | Aug 11 '26 | Buy | 26.49 | 4,000 | 105,960 | 33,365 | Aug 11 05:57 PM |
| Gorevic Jason N | Director | Aug 10 '26 | Buy | 25.91 | 5,000 | 129,550 | 31,802 | Aug 11 05:53 PM |
| MCKINNEY SUZET M | Director | Feb 06 '26 | Sale | 34.66 | 504 | 17,469 | 5,060 | Feb 09 04:38 PM |
| MCKINNEY SUZET M | Director | Feb 06 '26 | Proposed Sale | 34.66 | 504 | 17,469 | Feb 06 01:58 PM | |
| Joseph Lacher | Former Officer | Dec 12 '25 | Proposed Sale | 41.00 | 96,235 | 3,945,635 | Dec 12 12:59 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | AUM: 106.27B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.76B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.47B |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.10B |
| SPSM | State Street SPDR Portfolio S&P 600TM Small Cap ETF | AUM: 16.06B |
| IJS | iShares S&P Small-Cap 600 Value ETF | AUM: 7.74B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
News
latest 14 of 200- Kemper's 53% Beat Shows Auto Margin Repair Taking Hold, But Reserve Releases And A Shrinking Book Complicate The Story (Earnings Whispers)
- Kemper: Q3 Earnings Snapshot (Associated Press)
- Kemper Reports Third Quarter 2026 Operating Results* (Business Wire)
- Kemper Announces Quarterly Dividend (Business Wire)
- Kemper's Turnaround Faces Its Proof Point As Stock Tests Post-Earnings High (Earnings Whispers) +5.60%
- Kemper Announces Preliminary Third Quarter 2026 Financial Results (Business Wire) +10.48%
- Kemper Establishes Enterprise Distribution & Marketing Organization and Announces Business Leadership Appointments (Business Wire)
- Kemper Corp (KMPR) (Q2 2026) Earnings Call Highlights: Strategic Restructuring and Rate Hikes ... (GuruFocus.com)
- Kemper: Q2 Earnings Snapshot (Associated Press)
- Kemper Announces Quarterly Dividend (Business Wire)
- Kemper Reports Second Quarter 2026 Operating Results* (Business Wire)
- Kemper Announces Inducement Equity Awards for Newly Hired Executive (Business Wire)
- Kemper Announces Schedule for Second Quarter 2026 Earnings Release (Business Wire)
- Kemper Names Eric Kappler as President, P&C (Business Wire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-11-09 | 1.010 | 0.809 | 0.880 | 1,091 | 1,067 | 7 |
| 2026Q2 | 2026-08-05 | 0.450 | 0.341 | -7.896 | 1,093 | 1,165 | 7 |
| 2026Q1 | 2026-05-06 | 0.210 | 0.794 | -0.029 | 1,107 | 1,170 | 7 |
| 2025Q4 | 2026-02-04 | 0.250 | 0.866 | -0.136 | 1,131 | 1,184 | 7 |
| 2025Q3 | 2025-11-05 | 0.330 | 1.340 | -0.342 | 1,240 | 1,200 | 7 |
| 2025Q2 | 2025-08-05 | 1.300 | 1.521 | 1.124 | 1,226 | 1,236 | 7 |
| 2025Q1 | 2025-05-07 | 1.650 | 1.490 | 1.542 | 1,193 | 1,208 | 7 |
| 2024Q4 | 2025-02-05 | 1.780 | 1.344 | 1.507 | 1,187 | 1,157 | 7 |
| 2024Q3 | 2024-10-30 | 1.620 | 1.341 | 1.136 | 1,179 | 1,071 | 7 |
| 2024Q2 | 2024-08-05 | 1.420 | 1.285 | 1.162 | 1,130 | 1,019 | 7 |
| 2024Q1 | 2024-05-01 | 1.070 | 1.094 | 1.101 | 1,143 | 1,010 | 7 |
| 2023Q4 | 2024-02-01 | 0.780 | 0.721 | 0.796 | 1,187 | 1,086 | 7 |
| 2023Q3 | 2023-10-30 | -0.440 | -0.366 | -2.284 | 1,199 | 1,183 | 6 |
| 2023Q2 | 2023-08-07 | -0.260 | -0.356 | -1.517 | 1,263 | 1,330 | 6 |
| 2023Q1 | 2023-05-08 | -1.020 | -1.066 | -1.253 | 1,295 | 1,332 | 7 |
| 2022Q4 | 2023-02-02 | -0.410 | -0.491 | -0.869 | 1,377 | 1,355 | 7 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2017FY | 1.637 | 1.687 | 2.329 | 2,723 | 2,612 |
| 2018FY | 4.370 | 4.159 | 3.219 | 3,725 | 3,634 |
| 2019FY | 6.270 | 6.171 | 7.955 | 5,039 | 4,833 |
| 2020FY | 6.570 | 6.375 | 6.137 | 5,206 | 4,981 |
| 2021FY | -3.400 | -1.786 | -1.875 | 5,793 | 5,610 |
| 2022FY | -2.460 | -2.533 | -4.490 | 5,577 | 5,556 |
| 2023FY | -0.740 | -0.943 | -4.250 | 4,944 | 4,689 |
| 2024FY | 5.890 | 5.393 | 4.906 | 4,639 | 4,537 |
| 2025FY | 3.600 | 4.179 | 2.290 | 4,790 | 4,758 |
| 2026FY | - | 2.271 | - | - | 4,350 |
| 2027FY | - | 4.073 | - | - | 4,141 |
| 2028FY | - | 4.878 | - | - | 4,343 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-10 | 5 | 0 | 1 | 1,040 | 951.2 | 1,091 |
| 2026Q4 | S | 2026-11-09 | 5 | 0 | 1 | 1,038 | 950.8 | 1,083 |
| 2026Q4 | S | 2026-11-03 | 5 | 0 | 2 | 1,038 | 950.8 | 1,083 |
| 2026Q4 | S | 2026-10-30 | 5 | 0 | 3 | 1,038 | 950.8 | 1,083 |
| 2026Q4 | S | 2026-10-21 | 5 | 0 | 2 | 1,047 | 950.8 | 1,097 |
| 2026Q4 | S | 2026-10-20 | 5 | 0 | 4 | 1,047 | 950.8 | 1,097 |
| 2026Q4 | S | 2026-08-26 | 5 | 0 | 5 | 1,047 | 950.8 | 1,097 |
| 2026Q4 | S | 2026-08-20 | 5 | 0 | 5 | 1,066 | 950.8 | 1,131 |
| 2026Q4 | S | 2026-08-07 | 5 | 0 | 4 | 1,130 | 950.8 | 1,390 |
| 2026Q4 | S | 2026-08-06 | 5 | 0 | 2 | 1,141 | 950.8 | 1,390 |
| 2026Q4 | S | 2026-07-29 | 5 | 0 | 1 | 1,152 | 1,005 | 1,390 |
| 2026Q4 | S | 2026-07-21 | 5 | 1 | 1 | 1,152 | 1,005 | 1,390 |
| 2026Q4 | S | 2026-07-09 | 5 | 1 | 2 | 1,152 | 1,005 | 1,390 |
| 2026Q4 | S | 2026-07-07 | 5 | 1 | 3 | 1,152 | 1,005 | 1,390 |
Estimate history
| EPS, annual | 2.329 | 3.219 | 7.955 | 6.137 | -1.875 | -4.49 | -4.25 | 4.906 | 2.289 | -7.1815 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 1.136 | 1.507 | 1.542 | 1.124 | -0.342 | -0.136 | -0.029 | -7.896 | 0.879 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 2730.2 | 3729.6 | 5053 | 5134 | 5804.3 | 5549.7 | 4945.3 | 4644.4 | 4800.5 | 4455.4 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 1181.1 | 1188.8 | 1192.7 | 1229.2 | 1242.8 | 1135.8 | 1108.9 | 1116.4 | 1094.3 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 51.462 | 64.757 | 66.666 | 65.436 | 63.685 | 63.913 | 64.112 | 63.84 | 58.667 | 58.924 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 64.044 | 63.84 | 63.979 | 63.576 | 60.202 | 58.667 | 58.821 | 58.922 | 58.924 | |
| 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 | 4,455.40 | 4,800.50 | 4,644.40 | 4,945.30 | 5,549.70 | 5,804.30 | 5,134.00 | 5,053.00 | 3,729.60 |
| Losses, Claims & Reserves | 3,575.10 | 3,864.70 | 3,485.40 | 3,820.00 | 4,432.60 | 4,600.80 | 3,323.60 | 3,188.30 | 2,466.50 |
| Selling, General and Administrative Incl. Other | 468.20 | 678.20 | 639.00 | 1,122.60 | 1,201.00 | 1,218.10 | 1,100.50 | 1,019.70 | 900.50 |
| Operating Income before Interest Expense | 135.60 | 257.60 | 520.00 | 2.70 | -83.90 | -14.60 | 709.90 | 845.00 | 362.60 |
| Interest Expense | 36.20 | 38.50 | 56.90 | 56.10 | 54.70 | 43.60 | 36.00 | 42.50 | 43.40 |
| Unusual Expense | 523.80 | 48.80 | 46.10 | 171.00 | 92.40 | 54.90 | 57.50 | 38.00 | 49.20 |
| Net Income Before Taxes | -424.30 | 160.70 | 388.50 | -347.10 | -371.00 | -245.30 | 510.10 | 661.60 | 199.10 |
| Income Taxes | 2.40 | 28.10 | 76.00 | -74.80 | -84.40 | -124.80 | 100.20 | 130.50 | 10.70 |
| Consolidated Net Income | -426.70 | 132.60 | 312.50 | -272.30 | -286.60 | -120.50 | 409.50 | 531.10 | 187.40 |
| Net Income From Continuing Operations | -422.10 | 143.30 | 317.80 | -272.10 | -286.60 | -120.50 | 409.50 | 531.10 | 187.40 |
| Net Income | -422.10 | 143.30 | 317.80 | -272.10 | -286.60 | -120.50 | 409.50 | 529.40 | 189.10 |
| EPS (Recurring) | -0.93 | 2.83 | 5.40 | -2.38 | -3.48 | -1.28 | 6.74 | 8.35 | 3.80 |
| EPS (Basic, Before Extraordinaries) | -7.17 | 2.31 | 4.95 | -4.25 | -4.49 | -1.88 | 6.24 | 8.04 | 3.25 |
| EPS (Diluted) | -7.18 | 2.29 | 4.91 | -4.25 | -4.49 | -1.88 | 6.14 | 7.96 | 3.22 |
| Non-Operating Income (Expense) | 0.00 | -9.60 | -28.50 | -122.70 | -140.00 | -132.20 | -106.30 | -102.90 | -70.90 |
| 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 | - | 23.23 | 23.07 | 22.91 | 13.98 | 20.44 | 18.18 | 18.47 | 14.69 |
| Price To Earnings Ratio | - | - | 15.84 | - | - | - | 12.47 | 9.73 | 20.41 |
| Price To Sales Ratio | 0.33 | 0.53 | 0.93 | 0.63 | 0.57 | 0.65 | 1.00 | 1.02 | 1.05 |
| Operating Margin | 3.04 | 5.37 | 11.20 | 0.05 | -1.51 | -0.25 | 13.83 | 16.72 | 9.72 |
| Net Margin | -9.47 | 2.99 | 6.84 | -5.50 | -5.16 | -2.08 | 7.98 | 10.48 | 5.07 |
| Shares Outstanding | 58.92 | 58.67 | 63.84 | 64.11 | 63.91 | 63.68 | 65.44 | 66.67 | 64.76 |
| Market Capitalization | 2,026.37 | 2,026.37 | 4,255.18 | 3,119.12 | 3,143.15 | 3,742.17 | 5,025.33 | 5,165.14 | 4,297.91 |
| Operating Income after Interest Expense | - | 219.10 | 463.10 | -53.40 | -138.60 | -58.20 | 673.90 | 802.50 | 319.20 |
| 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 | 1,094.30 | 1,116.40 | 1,108.90 | 1,135.80 | 1,242.80 | 1,229.20 | 1,192.70 | 1,188.80 |
| Losses, Claims & Reserves | 855.80 | 920.40 | 944.40 | 854.50 | 1,062.50 | 945.10 | 889.10 | 1,215.70 |
| Selling, General and Administrative Incl. Other | 153.30 | 159.80 | 155.10 | 0.00 | 178.30 | 180.20 | 167.40 | -97.70 |
| Operating Income before Interest Expense | 85.20 | 36.20 | 9.40 | 4.80 | 2.00 | 103.90 | 136.20 | 70.80 |
| Interest Expense | 9.00 | 8.90 | 9.30 | 9.00 | 9.10 | 9.00 | 11.40 | 14.60 |
| Operating Income after Interest Expense | 76.20 | 27.30 | 0.10 | -4.20 | -7.10 | 94.90 | 124.80 | 56.20 |
| Unusual Expense | 12.10 | 494.30 | 8.00 | 9.40 | 26.00 | 7.40 | 5.00 | 11.50 |
| Net Income Before Taxes | 64.10 | -467.00 | -7.90 | -13.50 | -33.10 | 87.50 | 119.80 | 119.30 |
| Income Taxes | 10.40 | -1.00 | -3.50 | -3.50 | -8.90 | 17.70 | 22.80 | 23.60 |
| Consolidated Net Income | 53.70 | -466.00 | -4.40 | -10.00 | -24.20 | 69.80 | 97.00 | 95.70 |
| Net Income From Continuing Operations | 52.40 | -464.80 | -1.70 | -8.00 | -21.00 | 72.60 | 99.70 | 97.40 |
| Net Income | 52.40 | -464.80 | -1.70 | -8.00 | -21.00 | 72.60 | 99.70 | 97.40 |
| EPS (Recurring) | 1.02 | -2.02 | 0.07 | -0.02 | -0.05 | 1.20 | 1.60 | 1.63 |
| EPS (Basic, Before Extraordinaries) | 0.89 | -7.90 | -0.03 | -0.14 | -0.34 | 1.14 | 1.56 | 1.53 |
| EPS (Diluted) | 0.88 | -7.90 | -0.03 | -0.14 | -0.34 | 1.12 | 1.54 | 1.51 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 74.60 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 1.60 | 6.08 | - | - | - | - | - | 1.66 |
| Price To Earnings Ratio | - | 43.67 | 13.97 | 10.58 | 9.71 | 12.07 | 13.63 | 15.84 |
| Price To Sales Ratio | 0.33 | 0.34 | 0.38 | 0.50 | 0.65 | 0.87 | 0.92 | 0.92 |
| Operating Margin | 7.79 | 3.24 | 0.85 | 0.42 | 0.16 | 8.45 | 11.42 | 5.96 |
| Net Margin | 4.79 | -41.63 | -0.15 | -0.70 | -1.69 | 5.91 | 8.36 | 8.19 |
| Shares Outstanding | 58.92 | 58.92 | 58.82 | 58.67 | 60.20 | 63.58 | 63.98 | 63.84 |
| Market Capitalization | 2,026.37 | 1,587.25 | 1,794.32 | 2,373.49 | 3,234.39 | 4,130.23 | 4,279.94 | 4,255.18 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 124.30 | 64.40 | 64.10 | 212.40 | 148.20 | 206.10 | 136.80 | 75.10 | 45.70 |
| Investments | 8,669.60 | 8,888.50 | 8,904.20 | 8,789.50 | 10,387.40 | 10,424.10 | 9,044.40 | 8,069.50 | 6,804.90 |
| Premium Balance Receivables - Insurance | 965.20 | 977.90 | 959.50 | 1,286.60 | 1,418.70 | 1,194.50 | 1,117.10 | 1,007.10 | 366.00 |
| Net Property, Plant & Equipment | 6.70 | 7.20 | 7.70 | 12.20 | 12.80 | 68.60 | 75.60 | 0.00 | 0.00 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | 96.90 | 93.30 | 210.40 | 129.00 | 208.40 | 181.80 | 176.10 | 186.40 | 197.00 |
| Other Intangible Assets | 2,610.00 | 2,599.10 | 2,596.80 | 2,883.90 | 2,949.40 | 2,448.60 | 2,615.20 | 2,393.20 | 1,159.60 |
| Total Assets | 12,472.70 | 12,630.40 | 12,742.70 | 13,313.60 | 15,124.90 | 14,523.70 | 13,165.20 | 11,731.30 | 8,573.20 |
| Insurance Policy Liabilities - Insurance | 8,039.40 | 7,713.40 | 8,059.40 | 8,438.80 | 8,716.30 | 7,592.10 | 7,393.50 | 6,924.30 | 5,191.70 |
| Total Debt | 1,004.90 | 1,443.20 | 1,451.50 | 1,459.50 | 1,206.70 | 1,262.40 | 1,115.00 | 1,152.40 | 592.30 |
| Long Term Debt | 987.80 | 975.10 | 981.50 | 1,010.20 | 906.20 | 1,241.60 | 871.10 | 907.10 | 592.30 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 14.80 | 14.80 | 50.60 | 218.10 | 435.40 | 467.50 | 354.30 | 212.60 | 211.80 |
| Other Liabilities | 744.20 | 674.70 | 676.20 | 744.70 | 758.80 | 638.30 | 330.10 | 391.90 | 461.80 |
| Total Liabilities | 9,803.30 | 9,846.10 | 10,237.70 | 10,643.00 | 11,117.20 | 9,960.30 | 9,192.90 | 8,681.20 | 6,457.60 |
| 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 | 2,681.40 | 2,788.40 | 2,505.20 | 2,670.60 | 4,007.70 | 4,563.40 | 3,972.30 | 3,050.10 | 2,115.60 |
| Total Shareholders Equity | 2,681.40 | 2,788.40 | 2,505.20 | 2,670.60 | 4,007.70 | 4,563.40 | 3,972.30 | 3,050.10 | 2,115.60 |
| Accumulated Minority Interest | -12.00 | -4.10 | -0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 2,669.40 | 2,784.30 | 2,505.00 | 2,670.60 | 4,007.70 | 4,563.40 | 3,972.30 | 3,050.10 | 2,115.60 |
| Total Liabilities & Stockholders Equity | 12,472.70 | 12,630.40 | 12,742.70 | 13,313.60 | 15,124.90 | 14,523.70 | 13,165.20 | 11,731.30 | 8,573.20 |
| Book Value Per Share | 45.71 | 43.68 | 39.08 | 41.79 | 62.93 | 69.74 | 59.59 | 47.10 | 41.11 |
| Tangible Book Value Per Share | 19.69 | 19.14 | 14.60 | 16.48 | 36.94 | 47.82 | 37.95 | 25.15 | 34.83 |
| Full-Time Employees | 7,400 | 7,400 | 8,100 | 9,500 | 10,300 | 9,500 | 8,900 | 8,100 | 5,550 |
| Price to Book Ratio | 0.95 | 1.53 | 1.32 | 1.29 | 0.93 | 1.10 | 1.30 | 1.41 | 1.70 |
| Return on Assets | 1.14 | 2.51 | -2.07 | -2.02 | -0.81 | 2.96 | 4.27 | 1.85 | 1.42 |
| Return on Equity | 5.24 | 12.01 | -11.00 | -8.58 | -2.81 | 9.59 | 15.13 | 7.26 | 5.82 |
| Return on Invested Capital | 3.91 | 8.44 | -7.80 | -7.79 | -2.45 | 7.05 | 10.97 | 4.78 | 4.44 |
| Current Ratio | 0.26 | 0.38 | 0.27 | 0.30 | 0.31 | 0.42 | 0.32 | 0.28 | 0.20 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 86.10 | 223.50 | 400.80 | -84.00 | -100.20 | -161.40 | 434.30 | 388.50 | 415.00 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 242.20 | 361.00 | -17.90 | -51.30 | -110.10 | 512.10 | 13.70 | 145.80 | 124.20 |
| Cash from Operating Activities | 328.30 | 584.50 | 382.90 | -135.30 | -210.30 | 350.70 | 448.00 | 534.30 | 539.20 |
| Capital Expenditures | -38.50 | -30.60 | -53.20 | -53.80 | -30.80 | -57.80 | -53.40 | -85.40 | -66.80 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -316.60 | 0.00 | 0.00 | -560.60 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 14.80 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -141.20 | 362.70 | -204.00 | 182.60 | -100.90 | 239.40 | -717.00 | -543.10 | 125.20 |
| Purchase of Investments | -1,556.70 | -1,751.70 | -1,718.90 | -855.10 | -2,081.90 | -2,279.60 | -2,199.90 | -2,036.20 | -2,936.80 |
| Sale Or Maturity of Investments | 1,415.50 | 2,114.40 | 1,514.90 | 1,037.70 | 1,981.00 | 2,519.00 | 1,482.90 | 1,493.10 | 3,062.00 |
| Other Uses | 0.00 | 0.00 | 0.00 | -20.90 | 0.00 | 0.00 | 0.00 | -4.90 | 0.00 |
| Other Sources | 24.80 | 4.10 | 12.80 | 0.00 | 8.50 | 16.80 | 13.40 | 0.00 | 4.60 |
| Cash from Investing Activities | -154.90 | 336.20 | -244.40 | 107.90 | -108.40 | -118.20 | -757.00 | -633.40 | -497.60 |
| Cash Dividends Paid | -75.40 | -79.60 | -80.10 | -80.10 | -79.70 | -80.60 | -78.90 | -67.80 | -56.40 |
| Change in Capital Stock | -48.00 | -298.20 | -35.10 | 4.30 | 4.90 | -156.30 | -106.00 | 131.50 | 0.90 |
| Repurchase of Common Pref Stock | -50.60 | -301.90 | -38.90 | 0.00 | 0.00 | -161.70 | -110.40 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 2.60 | 3.70 | 3.80 | 4.30 | 4.90 | 5.40 | 4.40 | 131.50 | 0.90 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 127.50 | 0.00 |
| Issuance or Reduction of Debt, Net | 0.00 | -450.00 | 0.00 | 0.00 | 259.80 | -50.00 | 395.60 | -135.10 | 34.40 |
| Change in Long Term Debt | 0.00 | -450.00 | 0.00 | 0.00 | 259.80 | -50.00 | 395.60 | -135.10 | 34.40 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 539.80 | 0.00 | 395.60 | 49.90 | 249.40 |
| Reduction of Long Term Debt | 0.00 | -450.00 | 0.00 | 0.00 | -280.00 | -50.00 | 0.00 | -185.00 | -215.00 |
| Net Financing Active Other Cash Flow | -106.00 | -32.30 | -22.00 | -46.20 | 197.90 | -3.50 | 167.60 | 232.20 | 8.90 |
| Other Financing Activities Uses | -108.90 | -65.50 | -124.20 | -169.50 | -138.20 | -394.00 | -304.80 | -383.60 | -1.10 |
| Cash from Financing Activities | -229.40 | -860.10 | -137.20 | -122.00 | 382.90 | -290.40 | 378.30 | 160.80 | -12.20 |
| Net Change in Cash | -26.90 | 60.60 | 1.30 | -148.30 | 64.20 | -57.90 | 69.30 | 61.70 | 29.40 |
| Free Cash Flow | 289.80 | 553.90 | 329.70 | -189.10 | -241.10 | 292.90 | 394.60 | 448.90 | 472.40 |
| 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 | 6.95 | 5.35 | 17.24 | - | - | 17.80 | 16.24 | 13.53 | 9.37 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Total Cash | 80.40 | 80.30 | 92.10 | 124.30 | 107.40 | 175.50 |
| Investments | 8,270.10 | 8,645.40 | 8,603.00 | 8,669.60 | 8,602.60 | 8,645.50 |
| Net Property, Plant & Equipment | 0.00 | 0.00 | 0.00 | 6.70 | 48.00 | 43.50 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | 120.30 | 97.20 | 95.20 | 96.90 | 66.30 | 67.60 |
| Other Intangible Assets | 2,185.70 | 2,137.10 | 2,623.10 | 2,610.00 | 2,596.20 | 2,630.30 |
| Total Assets | 11,624.70 | 11,926.30 | 12,410.50 | 12,472.70 | 12,443.40 | 12,601.10 |
| Insurance Policy Liabilities - Insurance | 7,849.60 | 8,111.80 | 8,080.70 | 8,039.40 | 8,054.20 | 7,886.30 |
| Total Debt | 945.00 | 944.50 | 944.00 | 1,004.90 | 1,007.00 | 1,002.10 |
| Long Term Debt | 945.00 | 944.50 | 944.00 | 987.80 | 1,002.20 | 993.10 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | - | - | 4.30 | 14.80 | 13.50 | 14.70 |
| Other Liabilities | 711.60 | 692.70 | 746.40 | 744.20 | 647.10 | 752.50 |
| Total Liabilities | 9,506.20 | 9,749.00 | 9,775.40 | 9,803.30 | 9,721.80 | 9,655.60 |
| 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 | 2,133.30 | 2,192.80 | 2,649.60 | 2,681.40 | 2,732.10 | 2,953.40 |
| Total Shareholders Equity | 2,133.30 | 2,192.80 | 2,649.60 | 2,681.40 | 2,732.10 | 2,953.40 |
| Accumulated Minority Interest | -14.80 | -15.50 | -14.50 | -12.00 | -10.50 | -7.90 |
| Total Equity | 2,118.50 | 2,177.30 | 2,635.10 | 2,669.40 | 2,721.60 | 2,945.50 |
| Total Liabilities & Stockholders Equity | 11,624.70 | 11,926.30 | 12,410.50 | 12,472.70 | 12,443.40 | 12,601.10 |
| Book Value Per Share | 36.20 | 37.22 | 45.05 | 45.71 | 45.38 | 46.45 |
| Tangible Book Value Per Share | 22.91 | 23.92 | 23.78 | 19.69 | 24.61 | 26.78 |
| Full-Time Employees | - | - | - | 7,400 | - | - |
| Price to Book Ratio | 0.95 | 0.60 | 0.67 | 0.89 | 1.11 | 1.42 |
| Return on Assets | -3.51 | -4.04 | 0.34 | 1.14 | 1.96 | 2.73 |
| Return on Equity | -17.35 | -19.26 | 1.51 | 5.24 | 9.03 | 12.21 |
| Return on Invested Capital | 1.70 | -14.82 | -0.05 | -0.22 | -0.56 | 1.84 |
| Current Ratio | 0.27 | 0.25 | 0.26 | 0.26 | 0.29 | 0.32 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 68.50 | -1.10 | 9.20 | 9.50 | 12.80 | 92.40 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -9.10 | 6.20 | 79.60 | 165.50 | 127.10 | -2.80 |
| Cash from Operating Activities | 59.40 | 5.10 | 88.80 | 175.00 | 139.90 | 89.60 |
| Capital Expenditures | -7.40 | -11.40 | -10.90 | -8.80 | -6.50 | -7.60 |
| 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 | -27.70 | 7.70 | -55.80 | -65.40 | 57.60 | 15.30 |
| Purchase of Investments | -302.30 | -356.10 | -432.50 | -465.80 | -402.30 | -492.80 |
| Sale Or Maturity of Investments | 274.60 | 363.80 | 376.70 | 400.40 | 459.90 | 508.10 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 17.20 | 7.00 | 3.60 | -3.00 | 0.90 | 2.60 |
| Cash from Investing Activities | -18.00 | 3.40 | -63.10 | -77.20 | 52.00 | 10.30 |
| Cash Dividends Paid | -18.90 | -19.30 | -18.30 | -18.90 | -19.70 | -20.80 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | 0.00 | 0.80 | 0.80 | -49.60 | -217.90 | -27.50 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | -50.60 | -218.80 | -28.50 |
| Sale of Common Pref Stock | 0.00 | 0.80 | 0.80 | 1.00 | 0.90 | 1.00 |
| 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 |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | -26.90 | -26.80 | -41.60 | -10.70 | -23.90 | 10.00 |
| Other Financing Activities Uses | -26.90 | -26.80 | -41.60 | -13.60 | -24.20 | 0.00 |
| Cash from Financing Activities | -45.80 | -45.30 | -59.10 | -79.20 | -261.50 | -38.30 |
| Net Change in Cash | -0.70 | -11.40 | -33.40 | 18.60 | -69.60 | 61.60 |
| Free Cash Flow | 52.00 | -6.30 | 77.90 | 166.20 | 133.40 | 82.00 |
| Price to Free Cash Flow | 6.95 | 5.38 | 4.70 | 5.03 | 6.71 | 8.87 |
Revenue breakdown
| United States | 2024: 4.64B 2025: 4.79B |
|---|---|
| Consolidation, Policy | 2024: 300.90M 2025: 60.70M |
| Life Insurance | 2024: 565.60M 2025: 583.20M |
| Specialty Property & Casualty Insurance | 2024: 3.77B 2025: 4.15B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 9.40% | 5.5M | 58.0M | 881.21K |
| 2026-10-15 | 9.15% | 5.3M | 58.0M | 872.53K |
| 2026-09-30 | 8.75% | 5.1M | 58.0M | 886.37K |
| 2026-09-15 | 9.03% | 5.2M | 58.0M | 1.03M |
| 2026-08-31 | 9.27% | 5.4M | 58.0M | 1.10M |
| 2026-08-14 | 9.03% | 5.2M | 58.0M | 1.13M |
| 2026-07-31 | 8.87% | 5.1M | 58.0M | 1.17M |
| 2026-07-15 | 8.92% | 5.2M | 57.9M | 1.15M |
| 2026-06-30 | 9.00% | 5.2M | 57.9M | 1.10M |
| 2026-06-15 | 7.14% | 4.1M | 57.9M | 1.09M |
| 2026-05-29 | 6.34% | 3.7M | 57.9M | 1.02M |
| 2026-05-15 | 6.48% | 3.8M | 58.0M | 996.64K |
| 2026-04-30 | 5.59% | 3.2M | 58.1M | 1.01M |
| 2026-04-15 | 5.75% | 3.3M | 57.9M | 1.04M |
| 2026-03-31 | 6.07% | 3.5M | 57.9M | 1.05M |
| 2026-03-13 | 5.32% | 3.1M | 57.9M | 886.84K |
| 2026-02-27 | 5.02% | 2.9M | 57.9M | 868.41K |
| 2026-02-13 | 4.27% | 2.5M | 57.9M | 884.90K |
| 2026-01-30 | 4.06% | 2.3M | 57.7M | 912.39K |
| 2026-01-15 | 3.91% | 2.3M | 57.8M | 949.18K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 15.00 | 17.50 | 21.90 | 0.00 | 6.173 | 0.00 | 0.00 | 0.902 | -0.430 | 0.009 |
| call | 17.50 | 15.00 | 19.40 | 0.00 | 5.252 | 0.00 | 0.00 | 0.879 | -0.428 | 0.011 |
| call | 20.00 | 12.50 | 16.90 | 0.00 | 4.469 | 0.00 | 0.00 | 0.854 | -0.418 | 0.012 |
| call | 22.50 | 10.00 | 14.40 | 0.00 | 3.780 | 0.00 | 0.00 | 0.827 | -0.403 | 0.014 |
| call | 25.00 | 7.50 | 11.90 | 9.97 | 3.161 | 1.00 | 0.00 | 0.794 | -0.382 | 0.015 |
| call | 30.00 | 2.50 | 5.20 | 3.40 | 0.978 | 9.00 | 0.00 | 0.707 | -0.327 | 0.019 |
| call | 35.00 | 0.00 | 4.50 | 2.25 | 2.141 | 77.00 | 0.00 | 0.560 | -0.265 | 0.021 |
| call | 40.00 | 0.00 | 0.30 | 0.20 | 0.966 | 9.00 | 0.00 | 0.158 | -0.069 | 0.013 |
| put | 15.00 | 0.00 | 4.00 | 0.00 | 8.214 | 0.00 | 0.00 | -0.097 | -0.432 | 0.009 |
| put | 17.50 | 0.00 | 4.00 | 0.00 | 7.022 | 0.00 | 0.00 | -0.120 | -0.429 | 0.011 |
| put | 20.00 | 0.00 | 4.00 | 0.35 | 6.029 | 3.00 | 0.00 | -0.145 | -0.419 | 0.012 |
| put | 22.50 | 0.00 | 4.00 | 0.05 | 5.172 | 1.00 | 0.00 | -0.173 | -0.404 | 0.014 |
| put | 25.00 | 0.00 | 4.00 | 0.15 | 4.410 | 4.00 | 0.00 | -0.205 | -0.383 | 0.015 |
| put | 30.00 | 0.00 | 4.10 | 0.70 | 3.120 | 3.00 | 0.00 | -0.292 | -0.327 | 0.019 |
| put | 35.00 | 0.00 | 5.00 | 3.00 | 2.270 | 7.00 | 0.00 | -0.439 | -0.265 | 0.021 |
| put | 40.00 | 4.00 | 8.00 | 0.00 | 2.152 | 0.00 | 0.00 | -0.856 | -0.054 | 0.012 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-09 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-09 | 8-K | Current report | 2026-11-09 | SEC |
| 2026-10-28 | 8-K | Current report | 2026-10-28 | SEC |
| 2026-10-13 | 3 | Initial statement of beneficial ownership of securities | 2026-10-04 | SEC |
| 2026-09-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-01 | SEC |
| 2026-08-13 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-13 | SEC |
| 2026-08-13 | SCHEDULE 13G | SEC | ||
| 2026-08-11 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-11 | SEC |
| 2026-08-11 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-11 | SEC |
| 2026-08-11 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-10 | SEC |
| 2026-08-11 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-11 | SEC |
| 2026-08-05 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-08-05 | 8-K | Current report | 2026-08-05 | SEC |
| 2026-08-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-03 | SEC |
| 2026-08-04 | 3 | Initial statement of beneficial ownership of securities | 2026-07-30 | SEC |
| 2026-07-29 | SCHEDULE 13G/A | SEC | ||
| 2026-07-21 | 8-K | Current report | 2026-07-20 | SEC |
| 2026-06-15 | 11-K | Annual reports of employee stock purchase, savings and similar plans pursuant to Section 15(d) | 2025-12-31 | SEC |
| 2026-06-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-03 | SEC |
| 2026-06-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-01 | 3 | Initial statement of beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-01 | 3 | Initial statement of beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-05-28 | S-8 | Initial registration statement for securities to be offered to employees pursuant to employee benefit plans | SEC | |
| 2026-05-27 | 8-K | Current report | 2026-05-21 | SEC |
| 2026-05-08 | 3 | Initial statement of beneficial ownership of securities | 2026-05-04 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-06 | SEC |
| 2026-05-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-06 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 367.88K | 5 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 17.47K | 1 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 920.50K | 1 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 14.32% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 6.43% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.14% |
| AQR CAPITAL MANAGEMENT LLC | 5.64% |
| STATE STREET CORP | 4.82% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.50% |
| D. E. Shaw & Co., Inc. | 4.17% |
| DIMENSIONAL FUND ADVISORS LP | 3.39% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.52% |
| GOLDMAN SACHS GROUP INC | 1.97% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 63.26% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 23.84% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 14.94% |
| Baird Aggregate Bond Fund | 13.59% |
| Dimensional Core Fixed Income ETF | 12.21% |
| Victory Short-Term Bond Fund | 11.38% |
| Baird Core Plus Bond Fund | 10.19% |
| DFA Investment Grade Portfolio | 8.54% |
| VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND | 8.49% |
| Thompson Bond Fund | 7.64% |
OakChart. KMPR. Cached 15 minutes.