OakChart

Marex Group Ltd

MRXFinancial·Capital Markets·Bermuda·Mid·NASD·Nov 11 • 3:31 PM ET

73.30+4.04 (5.84%)
2026-11-11 21:31 CET
Market cap
4,981.93 USD m
Revenue, TTM
4,756.80 USD m
Net income, TTM
451.00 USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
5.99
P/E
12.23
Compare

Price

MRX against its 20, 50 and 200-day averages
2050200beatmiss
40.0050.0060.0070.0080.001.4M2.8MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26MRXclose 73.3020-day 68.7150-day 71.15200-day 58.2573.3052w high

7.3% under the 52-week high of 79.11 on 8 Sep 2026. 52-week low 31.19 on 24 Nov 2025. Last 15 sessions, 17.6% high to low

Volume 0.54× normal · the line is the 50-bar volume average

Profile

MRX
52-week range, 88% of the way up
31.1979.11

Marex Group Ltd. provides brokerage services for commodities, financials, and foreign exchange. It operates through the following segments: Clearing, Agency and Execution, Market Making, Hedging and Investment Solutions, and Corporate. The Clearing segment allows the clients access to exchanges and clearing houses. The Agency and Execution segment match buyers and sellers on an agency basis by facilitating price discovery of commodities and financial markets. The Market Making segment offers direct market pricing to professional and wholesale counterparties in a variety of commodity and securities markets. The Corporate segment includes the group's control and support functions. The company was founded by Mark Slade in 2005 and is headquartered in London, the United Kingdom.

IndexRUT
Employees3109
IPOApr 25, 2024
Beta0.05
ATR, 14d3.47
Rel volume0.54
Short float3.37%
Insider own8.60%
Inst own81.78%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap5.27B
Enterprise Value-300.98M
Income451.00M
Sales4.76B
Book/sh27.10
Cash/sh261.41
Dividend Est.0.63 (0.86%)
Dividend TTM0.62 (0.85%)
Dividend Ex-DateNov 16, 2026
Dividend Gr. 3/5Y- -
Payout14.32%
Employees3109
IPOApr 25, 2024

Ratios

P/E12.23
Forward P/E10.16
PEG0.37
P/S1.11
P/B2.71
P/C0.28
P/FCF-
EV/EBITDA-0.19
EV/Sales-0.06
Quick Ratio1.09
Current Ratio1.11
Debt/Eq6.72
LT Debt/Eq1.35
Option/ShortYes / Yes

Earnings

EPS (ttm)5.99
EPS next Y7.21
EPS next Q1.55
EPS this Y57.07%
EPS next Y15.11%
EPS next 5Y27.17%
EPS past 3/5Y44.69% 51.48%
Sales past 3/5Y45.63% 43.68%
EPS Y/Y TTM117.71%
Sales Y/Y TTM-
EPS Q/Q68.42%
Sales Q/Q41.17%
EarningsNov 05 BMO
EPS/Sales Surpr.8.79% 9.05%

Ownership

Insider Own8.60%
Insider Trans-3.62%
Inst Own81.78%
Inst Trans-0.83%
ROA1.14%
ROE28.40%
ROIC10.45%
Gross Margin76.42%
Oper. Margin32.84%
Profit Margin9.48%
SMA206.69%
SMA503.03%
SMA20025.85%
Trades-

Technical

Shs Outstand72.47M
Shs Float65.75M
Short Float3.37%
Short Ratio2.94
Short Interest2.22M
52W High79.11 -7.34%
52W Low31.19 135.02%
Volatility5.64% 4.91%
ATR (14)3.47
RSI (14)58.02
Beta0.05
Rel Volume0.54
Avg Volume754.63K
Volume378,583

Performance

Perf Week4.21%
Perf Month1.88%
Perf Quarter1.30%
Perf Half Y25.84%
Perf YTD91.09%
Perf Year111.49%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.12
Target Price89.57
Prev Close69.26
Price73.30
Change %5.84%

Analyst ratings

latest 10 of 13
DateActionAnalystRating changeTargetImplied
Oct 14, 2026InitiatedWWilliam BlairOutperform
Apr 08, 2026ResumedKKeefe BruyetteOutperform$60-18.1%
Jul 14, 2025InitiatedTTD CowenBuy$54-26.3%
Mar 10, 2025DowngradeHHSBC SecuritiesBuy → Hold$33 → $36-50.9%
Nov 21, 2024InitiatedHHSBC SecuritiesBuy$33-55.0%
Nov 06, 2024ResumedCCitigroupBuy$34-53.6%
May 20, 2024InitiatedUUBSBuy$27-63.2%
May 20, 2024InitiatedPPiper SandlerOverweight$27-63.2%
May 20, 2024InitiatedKKeefe BruyetteOutperform$24-67.3%
May 20, 2024InitiatedJJefferiesBuy$24-67.3%

Peers

Mkt cap
TickerCompanyMkt cap
SNEXStoneX Group Inc6.98B
BGCBGC Group Inc5.23B
VIRTVirtu Financial Inc9.22B
IBKRInteractive Brokers Group Inc37.44B
JEFJefferies Financial Group Inc10.98B
MIAXMiami International Holdings Inc3.65B
MKTXMarketAxess Holdings Inc5.82B
TWTradeweb Markets Inc30.34B
OPYOppenheimer Holdings Inc967.26M
CMECME Group Inc112.71B

Insider trading

latest 14 of 31
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Van Den Born SimonPresidentNov 05 '26Sale66.2922,4561,488,5681,432,620Nov 09 04:05 PM
Van Den Born SimonPresidentOct 12 '26Sale72.0415,2721,100,1831,455,076Oct 14 04:05 PM
Tonucci PaoloSee RemarksOct 12 '26Sale72.0316,6661,200,4121,252,905Oct 14 04:05 PM
Paolo Roberto TonucciOfficerOct 12 '26Proposed Sale72.2966,6664,819,285Oct 13 08:53 AM
Tonucci PaoloSee RemarksSep 14 '26Sale70.8716,6661,181,1671,269,571Sep 16 04:05 PM
Van Den Born SimonPresidentSep 14 '26Sale70.8715,2711,082,2771,470,348Sep 16 04:05 PM
Simon Van Den BornOfficerSep 14 '26Proposed Sale70.8275,4555,343,723Sep 14 06:00 PM
Irvin RobChief Financial OfficerAug 14 '26Sale70.963,700262,54531,046Aug 18 04:05 PM
Crispin Robert John IrvinOfficerAug 14 '26Proposed Sale71.063,700262,922Aug 14 05:10 PM
Tonucci PaoloSee RemarksAug 10 '26Sale60.9216,6681,015,3471,265,609Aug 12 04:05 PM
Lowitt Ian TChief Executive OfficerJul 13 '26Sale64.3937,1422,391,7032,794,216Jul 15 04:05 PM
Tonucci PaoloSee RemarksJul 13 '26Sale64.4216,6661,073,5781,282,277Jul 15 04:05 PM
Ian LowittCEOJul 13 '26Proposed Sale65.8837,1422,446,915Jul 13 04:03 PM
Lowitt Ian TChief Executive OfficerJun 12 '26Sale62.3737,1432,316,4982,831,358Jun 16 04:05 PM

Held by

AUM
TickerCompanyAUM
IWMiShares Russell 2000 Index FundAUM: 77.38B
AVUVAvantis U.S. Small Cap Value ETFAUM: 32.39B
IWOiShares Russell 2000 Growth ETFAUM: 14.06B
TMSLT. Rowe Price Small-Mid Cap ETFAUM: 3.28B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
PSCPrincipal U.S. Small-Cap ETFAUM: 2.68B
FFSMFidelity Fundamental Small-Mid Cap ETFAUM: 1.55B
TSMEThrivent Small-Mid Cap Equity ETFAUM: 841.53M
TAOZThornburg American Opportunities FundAUM: 486.82M
IWNiShares Russell 2000 Value ETFAUM: 14.10B

News

latest 14 of 100

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-051.6701.5351.450743.2681.518
2026Q22026-08-121.6401.3632.018695.8625.287
2026Q12026-05-061.4801.3831.430692.3682.747
2025Q42026-03-031.1301.0230.997572.1522.96
2025Q32025-11-060.9600.9370.920484.6481.258
2025Q22025-08-131.0200.9260.980500.1470.268
2025Q12025-05-150.9100.8931.031467.3455.167
2024Q22024-08-140.9000.5780.760422.1351.916
2024Q12024-05-290.6790.6830.590365.85365.844
2024Q3--0.621--363.016
2024Q4--0.639--372.436
2026Q4--1.552--716.468
2027Q1--1.756--755.677
2027Q2--1.765--764.827
2027Q3--1.833--784.67
2027Q4--1.847--799.376

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2023FY1.960-1.8201,245-
2024FY3.0702.9772.7191,5951,556
2025FY3.9903.9003.8602,0241,970
2026FY-6.267--2,836
2027FY-7.214--3,125
2028FY-8.207--3,439
2029FY-10.450---

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-09651716.46695.21748.7
2026Q4S2026-11-06641708.51647.53748.7
2026Q4S2026-11-05631705.14647.53748.7
2026Q4S2026-10-27620697.78647.53740.33
2026Q4S2026-10-26630697.78647.53740.33
2026Q4S2026-10-13650697.78647.53740.33
2026Q4S2026-10-09550699.15647.53740.33
2026Q4S2026-10-06550698.15647.53740.33
2026Q4S2026-10-01550695.69647.53728.02
2026Q4S2026-09-26540679.85619728.02
2026Q4S2026-08-13550679.85619728.02
2026Q4S2026-08-12541675.39619728.02
2026Q4S2026-07-21512619.99607.27640.74
2026Q4S2026-07-17522619.99607.27640.74

Estimate history

EPS, annual0.7821.361.822.7193.8615.9947
Period20212022202320242025TTM
EPS, quarterly1.0310.980.920.9971.432.0181.55
PeriodQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual851.71175.32352.32894.83629.84756.8
Period20212022202320242025TTM
Sales, quarterly865.7878.38771008.81333.41176.51238.1
PeriodQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual72.22272.22272.22270.29171.73872.466
Period20212022202320242025MRQ
Shares, quarterly70.29171.771.771.73870.73271.14972.466
PeriodQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY
Total Revenue4,756.803,629.802,894.802,352.301,175.30851.70
Total Expenses3,194.902,458.702,057.801,668.80904.80754.30
Operating Income1,561.901,171.10837.00683.50270.5097.40
Unusual Expense0.000.000.7015.9053.900.00
Net Income Before Taxes591.90411.60295.80195.70121.9069.60
Income Taxes143.90103.7077.8055.2023.4013.40
Consolidated Net Income448.00307.90218.00141.3098.2056.50
Net Income From Continuing Operations447.00307.40218.00141.3098.2056.50
Net Income451.00293.90204.70128.0098.2056.50
EPS (Recurring)5.953.862.731.981.880.78
EPS (Basic, Before Extraordinaries)6.264.122.961.941.360.78
EPS (Diluted)5.993.862.721.821.360.78
Non-Operating Income (Expense)6.5011.006.303.7074.401.90
Other After Tax Adjustments0.000.000.000.000.000.00
Stock Option Compensation Expense-32.6322.2015.2313.530.97
Price To Earnings Ratio11.0611.06----
Price To Sales Ratio1.110.800.81---
Gross Margin76.4275.7172.6871.9773.3765.47
Operating Margin32.8432.2628.9129.0623.0211.44
Net Margin9.488.107.075.448.366.63
Shares Outstanding72.4771.7470.2972.2272.2272.22
Market Capitalization4,981.934,981.932,190.972,221.90--

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q1
Total Revenue1,238.101,176.501,333.401,008.80877.00878.30865.70
Total Expenses795.60759.60970.90668.80581.60592.20626.40
Operating Income442.50416.90362.50340.00295.40286.10239.30
Unusual Expense0.000.000.000.000.000.00-
Net Income Before Taxes172.70158.20149.80111.2098.80103.6098.00
Income Taxes42.4038.3037.5025.7025.6026.9025.50
Consolidated Net Income130.30119.90112.3085.5073.2076.7072.50
Net Income From Continuing Operations129.50120.30112.2085.0073.2076.7072.50
Net Income117.50153.00109.0071.5079.8073.4072.50
EPS (Recurring)1.552.021.431.000.920.981.03
EPS (Basic, Before Extraordinaries)1.622.121.521.001.111.031.03
EPS (Diluted)1.552.021.431.000.920.981.03
Non-Operating Income (Expense)0.402.503.70-0.104.202.804.10
Other After Tax Adjustments0.000.000.000.000.000.000.00
Price To Earnings Ratio11.0613.0910.6913.3411.6913.7312.28
Price To Sales Ratio1.111.050.830.76---
Gross Margin80.9180.3767.2778.3977.0677.0669.86
Operating Margin35.7435.4427.1933.7033.6832.5727.64
Net Margin9.4913.008.177.099.108.368.37
Shares Outstanding72.4771.1570.7371.7471.7071.7070.29
Market Capitalization4,981.934,384.193,175.512,732.452,394.812,811.522,482.67

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY
Cash & Short Term Investments13,539.0010,791.405,625.903,906.301,374.80
Short Term Receivables11,071.007,533.104,769.704,675.002,030.10
Investment Securities0.000.000.000.000.00
Securities In Custody0.000.000.000.000.00
Investments5,888.903,777.504,232.804,976.701,518.40
Investment in Unconsolidated Affiliates0.000.000.005.605.90
Net Property, Plant & Equipment110.9080.7057.2045.5024.90
Deferred Tax Assets30.6046.7021.407.604.00
Other Intangible Assets4,034.702,083.102,904.602,127.20306.50
Total Assets34,675.1024,312.5017,611.6015,743.905,264.60
Total Debt10,235.006,139.805,387.805,729.001,290.10
Long Term Debt2,414.701,551.90947.30504.20153.60
Provision for Risks Charges3.800.600.402.600.90
Deferred Tax Liabilities14.004.503.700.103.20
Other Liabilities23,158.7017,190.7011,443.809,334.503,492.70
Total Liabilities33,411.5023,335.6016,835.7015,066.204,786.90
Preferred Stock - Carrying Value97.6097.6097.6097.600.00
Common Equity1,166.20879.30678.30580.10477.70
Total Shareholders Equity1,263.80976.90775.90677.70477.70
Accumulated Minority Interest-0.200.000.000.000.00
Total Equity1,263.60976.90775.90677.70477.70
Total Liabilities & Stockholders Equity34,675.1024,312.5017,611.6015,743.905,264.60
Book Value Per Share16.2612.519.398.036.61
Tangible Book Value Per Share11.589.196.355.523.48
Full-Time Employees3,1092,3402,074--
Price to Book Ratio2.562.872.91--
Return on Assets1.041.040.850.93-
Return on Equity27.4424.8719.4417.00-
Return on Invested Capital8.358.628.208.318.95
Quick Ratio1.081.081.041.040.80
Current Ratio1.091.081.051.040.82

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY
Funds from Operations-296.30123.10126.00247.60287.30
Extraordinary Item-0.000.000.000.000.00
Changes in Working Capital-371.201,040.40609.00-22.00183.50
Cash from Operating Activities-667.501,163.50735.00225.60470.80
Capital Expenditures--19.80-19.90-12.10-9.40-7.30
Net Assets From Acquisitions--241.60-11.00-90.30-36.90-12.50
Sale of Fixed Assets and Businesses-0.000.000.000.000.00
Purchase or Sale of Investments--2.90-4.406.400.000.00
Purchase of Investments--2.90-5.100.000.000.00
Sale Or Maturity of Investments-0.000.706.400.000.00
Other Uses-0.000.00-1.600.000.00
Other Sources-0.000.000.000.000.00
Cash from Investing Activities--264.30-35.30-97.60-46.30-19.80
Cash Dividends Paid--55.50-77.10-58.30-6.60-20.00
Preferred Dividends (Cash Flow)-----0.00
Change in Capital Stock--44.1048.50-3.1089.700.00
Repurchase of Common Pref Stock--44.10-19.80-3.10-7.900.00
Sale of Common Pref Stock-0.0068.300.0097.600.00
Proceedsfrom Stock Options-0.0068.300.0097.600.00
Issuance or Reduction of Debt, Net--6.300.000.00-50.000.00
Change in Long Term Debt--0.000.00--
Reduction of Long Term Debt--0.000.00--
Net Financing Active Other Cash Flow-0.006.400.000.000.00
Other Financing Activities Uses-0.000.000.000.000.00
Cash from Financing Activities--123.90-37.20-72.8026.50-27.20
Exchange Rate Effect-45.30-17.908.80-7.70-3.30
Net Change in Cash-324.601,073.10573.40198.10420.50
Free Cash Flow-654.401,151.80726.00222.00467.00
Price to Free Cash Flow-4.882.18---

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments18,803.6021,203.4014,860.0013,539.0013,252.3012,589.50
Short Term Receivables12,780.009,936.3010,748.1011,071.0011,072.8010,950.70
Investments8,931.106,792.606,659.905,888.905,152.404,465.40
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment122.30115.70109.10110.9088.5088.00
Deferred Tax Assets65.1048.5033.4030.6020.6023.40
Other Intangible Assets4,702.404,029.604,119.604,034.703,353.503,071.30
Total Assets45,404.5042,126.1036,530.1034,675.1032,940.1031,188.30
Total Debt13,226.8011,450.4010,362.6010,167.808,791.408,765.80
Long Term Debt2,648.702,850.102,363.202,414.702,724.502,159.60
Provision for Risks Charges9.406.605.003.800.400.70
Deferred Tax Liabilities9.9012.9013.2014.005.004.30
Other Liabilities30,191.9028,787.4024,802.8023,225.9022,959.7021,306.30
Total Liabilities43,438.0040,257.3035,183.6033,411.5031,756.5030,077.10
Preferred Stock - Carrying Value5.205.2097.6097.6097.6097.60
Common Equity1,963.501,865.601,251.201,166.201,081.901,013.60
Total Shareholders Equity1,968.701,870.801,348.801,263.801,179.501,111.20
Accumulated Minority Interest-2.20-2.00-2.30-0.204.100.00
Total Equity1,966.501,868.801,346.501,263.601,183.601,111.20
Total Liabilities & Stockholders Equity45,404.5042,126.1036,530.1034,675.1032,940.1031,188.30
Book Value Per Share27.1026.2217.6916.2615.0914.14
Tangible Book Value Per Share21.7021.2413.0011.5810.6310.20
Full-Time Employees---3,109--
Price to Book Ratio2.563.452.742.542.382.92
Return on Assets1.141.071.14---
Return on Equity28.4026.2028.99---
Return on Invested Capital2.803.303.032.311.882.34
Quick Ratio1.091.111.071.081.111.07
Current Ratio1.111.131.081.091.121.08

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2

Revenue breakdown

Rest Of The World2024: 302.20M 2025: 528.40M
United Kingdom2024: 710.80M 2025: 741.00M
United States2024: 581.70M 2025: 754.70M
Agency And Execution2024: 695.20M 2025: 1.05B
Clearing2024: 466.30M 2025: 528.20M
Corporate2024: 63.90M 2025: 14.40M
Hedging And Investment Solutions2024: 161.50M 2025: 196.80M
Market Making2024: 207.80M 2025: 235.50M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-303.37%2.2M65.8M714.48K
2026-10-153.69%2.4M65.8M721.85K
2026-09-303.99%2.6M65.7M739.55K
2026-09-153.88%2.5M65.7M808.69K
2026-08-313.89%2.6M65.6M818.19K
2026-08-144.41%2.9M65.8M852.76K
2026-07-314.94%3.0M59.8M916.85K
2026-07-155.67%3.4M59.8M973.13K
2026-06-304.32%2.6M59.7M1.12M
2026-06-155.17%3.1M59.0M1.10M
2026-05-295.10%3.0M59.7M1.12M
2026-05-154.17%2.5M59.8M1.10M
2026-04-303.62%2.2M59.8M1.03M
2026-04-155.32%2.9M54.3M954.82K
2026-03-315.33%2.8M53.3M759.50K
2026-03-134.99%2.7M53.3M638.74K
2026-02-274.19%2.2M53.3M586.90K
2026-02-134.62%2.5M53.3M569.03K
2026-01-304.40%2.3M53.3M576.64K
2026-01-154.66%2.5M53.3M600.92K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call35.0036.0039.900.003.9930.000.000.980-0.0820.006
call40.0031.1034.7031.153.2680.000.000.941-0.2200.013
call45.0026.1029.900.002.8570.000.000.930-0.2120.015
call50.0021.2024.600.002.2340.000.000.916-0.2010.018
call55.0016.1019.9014.901.9325.000.000.897-0.1890.020
call60.0011.4014.4012.751.33120.000.000.858-0.1940.026
call65.006.709.404.700.9526.000.000.810-0.1680.031
call70.002.804.801.000.64774.000.000.673-0.1770.041
call75.000.751.900.650.66070.001.000.442-0.1900.045
call80.000.101.250.370.77271.000.000.255-0.1630.037
call85.000.001.150.801.01613.000.000.193-0.1800.031
call90.000.001.550.551.2533.000.000.166-0.2010.028
call95.000.000.950.151.3701.000.000.132-0.1890.024
call1000.000.600.041.3791.000.000.090-0.1440.018
call1050.000.950.001.5660.000.000.087-0.1590.018
put35.000.000.250.002.2080.000.00-0.019-0.0600.005
put40.000.002.150.002.6690.000.00-0.050-0.1750.012
put45.000.002.150.002.2440.000.00-0.059-0.1690.013
put50.000.001.350.191.9862.000.00-0.085-0.1970.018
put55.000.001.000.451.60421.000.00-0.103-0.1840.020
put60.000.002.150.251.31514.000.00-0.142-0.1890.026
put65.000.151.200.550.9418.001.00-0.190-0.1620.031
put70.000.302.101.500.77816.001.00-0.330-0.1710.041
put75.002.504.9010.310.8532.000.00-0.562-0.1830.045
put80.006.408.800.000.9900.000.00-0.745-0.1560.037
put85.0010.5014.200.001.3700.000.00-0.807-0.1720.031
put90.0015.2019.100.001.6010.000.00-0.834-0.1920.028
put95.0020.2024.100.001.8280.000.00-0.867-0.1810.024
put10025.2029.100.002.0340.000.00-0.910-0.1350.018
put10530.4034.100.002.2230.000.00-0.917-0.1410.017

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-094Statement of changes in beneficial ownership of securities2026-11-05SEC
2026-11-056-KCurrent report of foreign issuer pursuant to Rules 13a-16 and 15d-162026-09-30SEC
2026-11-05424B2SEC
2026-11-03424B2SEC
2026-11-03424B2SEC
2026-11-03424B2SEC
2026-11-02424B2SEC
2026-11-02424B2SEC
2026-11-02424B2SEC
2026-11-02424B2SEC
2026-10-28424B2SEC
2026-10-276-KCurrent report of foreign issuer pursuant to Rules 13a-16 and 15d-162026-10-27SEC
2026-10-27424B2SEC
2026-10-26424B2SEC
2026-10-26424B2SEC
2026-10-26424B2SEC
2026-10-23424B2SEC
2026-10-22424B3SEC
2026-10-22424B2SEC
2026-10-21424B2SEC
2026-10-19424B2SEC
2026-10-16424B2SEC
2026-10-16424B2SEC
2026-10-15424B2SEC
2026-10-15424B2SEC
2026-10-144Statement of changes in beneficial ownership of securities2026-10-12SEC
2026-10-144Statement of changes in beneficial ownership of securities2026-10-12SEC
2026-10-13144Filing for proposed sale of securities under Rule 144.SEC
2026-10-13424B2SEC
2026-10-13424B2SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-11001.49M1
2026-10002.30M2
2026-09002.26M2
2026-08001.28M2
2026-07003.47M2
2026-06003.44M3
2026-05001.70M2
2026-04002.74M4
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
FMR LLC8.86%
PRICE T ROWE ASSOCIATES INC /MD/6.84%
BlackRock, Inc.6.39%
Capital International Investors4.54%
ALLIANCEBERNSTEIN L.P.3.62%
WASATCH ADVISORS LP2.40%
LOOMIS SAYLES & CO L P2.26%
SAMLYN CAPITAL, LLC2.06%
Invesco Ltd.1.95%
Ophir Asset Management Pty Ltd1.93%

Funds

Fund% owned
Invesco BulletShares 2029 Corporate Bond ETF5.72%
Invesco BulletShares 2028 Corporate Bond ETF5.65%
Invesco BulletShares 2031 Corporate Bond ETF3.36%
Invesco Discovery Fund1.84%
Fidelity Value Fund1.54%
Fidelity Small Cap Value Fund1.06%
Strategic Advisers Fidelity U.S. Total Stock Fund0.98%
Fidelity Small Cap Index Fund0.95%
VANGUARD EXPLORER FUND0.78%
Avantis International Small Cap Value ETF0.71%

OakChart. MRX. Cached 15 minutes.