Stewart Information Services Corp
STCFinancial·Insurance - Property & Casualty·USA·Small·NYSE·Nov 11 • 12:32 PM ET
Price
STC against its 20, 50 and 200-day averages44.8% under the 52-week high of 78.61 on 25 Nov 2025. 52-week low 42.66 on 28 Oct 2026. Last 15 sessions, 23.7% high to low
Profile
STCStewart Information Services Corp. is a real estate services company, which engages in the provision of title insurance and settlement-related services. It operates through the following segments: Title Insurance and Related Services, and Ancillary Services and Corporate. The Title Insurance and Related Services segment consists of searching, examining, closing, and insuring the condition of the title to real property. The Ancillary Services and Corporate segment includes its parent holding company, centralized administrative services departments, and ancillary service operations. The company was founded in 1893 and is headquartered in Houston, TX.
| Index | RUT |
|---|---|
| Employees | 7800 |
| IPO | Nov 01, 1982 |
| Beta | 1.03 |
| ATR, 14d | 2.20 |
| Rel volume | 0.53 |
| Short float | 4.27% |
| Insider own | 2.05% |
| Inst own | 98.52% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 1.33B |
| Enterprise Value | - |
| Income | 120.78M |
| Sales | 3.37B |
| Book/sh | 54.83 |
| Cash/sh | - |
| Dividend Est. | 2.15 (4.95%) |
| Dividend TTM | 2.12 (4.89%) |
| Dividend Ex-Date | Sep 15, 2026 |
| Dividend Gr. 3/5Y | 7.50% 11.30% |
| Payout | 50.68% |
| Employees | 7800 |
| IPO | Nov 01, 1982 |
Ratios
| P/E | 10.90 |
|---|---|
| Forward P/E | 7.48 |
| PEG | 1.37 |
| P/S | 0.39 |
| P/B | 0.79 |
| P/C | - |
| P/FCF | 12.99 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | 0.99 |
| Debt/Eq | 0.47 |
| LT Debt/Eq | 0.47 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 3.98 |
|---|---|
| EPS next Y | 5.80 |
| EPS next Q | 1.48 |
| EPS this Y | 1.86% |
| EPS next Y | 16.50% |
| EPS next 5Y | 5.45% |
| EPS past 3/5Y | -11.99% -8.24% |
| Sales past 3/5Y | -1.63% 5.01% |
| EPS Y/Y TTM | 8.85% |
| Sales Y/Y TTM | 20.55% |
| EPS Q/Q | -36.99% |
| Sales Q/Q | 13.02% |
| Earnings | Oct 21 AMC |
| EPS/Sales Surpr. | -11.34% -0.33% |
Ownership
| Insider Own | 2.05% |
|---|---|
| Insider Trans | 1.54% |
| Inst Own | 98.52% |
| Inst Trans | 3.31% |
| ROA | 3.93% |
| ROE | 7.68% |
| ROIC | 4.91% |
| Gross Margin | - |
| Oper. Margin | 6.06% |
| Profit Margin | 3.58% |
| SMA20 | -7.95% |
| SMA50 | -20.27% |
| SMA200 | -32.05% |
| Trades | - |
Technical
| Shs Outstand | 30.53M |
|---|---|
| Shs Float | 29.90M |
| Short Float | 4.27% |
| Short Ratio | 2.77 |
| Short Interest | 1.28M |
| 52W High | 78.61 -44.77% |
| 52W Low | 42.66 1.78% |
| Volatility | 4.79% 4.74% |
| ATR (14) | 2.20 |
| RSI (14) | 34.72 |
| Beta | 1.03 |
| Rel Volume | 0.53 |
| Avg Volume | 459.98K |
| Volume | 120,368 |
Performance
| Perf Week | -7.81% |
|---|---|
| Perf Month | -14.73% |
| Perf Quarter | -35.85% |
| Perf Half Y | -34.71% |
| Perf YTD | -38.20% |
| Perf Year | -40.73% |
| Perf 3Y | -3.06% |
| Perf 5Y | -43.40% |
| Perf 10Y | -5.01% |
| Recom | 1.80 |
| Target Price | 69.75 |
| Prev Close | 44.81 |
| Price | 43.42 |
| Change % | -3.10% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jul 27, 2026 | Downgrade | KKeefe Bruyette | Outperform → Mkt Perform | $71 | +63.5% |
| Jul 21, 2026 | Initiated | TThe Benchmark Company | Buy | $87 | +100.4% |
| Feb 27, 2026 | Upgrade | SStephens | Equal-Weight → Overweight | $82 | +88.9% |
| Feb 02, 2026 | Initiated | CCitizens JMP | Mkt Outperform | $80 | +84.2% |
| Jan 26, 2026 | Upgrade | KKeefe Bruyette | Mkt Perform → Outperform | $81 | +86.5% |
| Dec 04, 2023 | Upgrade | BBTIG Research | Neutral → Buy | $70 | +61.2% |
| Jul 18, 2023 | Resumed | BBTIG Research | Neutral | ||
| Jun 27, 2023 | Downgrade | KKeefe Bruyette | Outperform → Mkt Perform | $48 → $45 | +3.6% |
| Feb 02, 2022 | Initiated | BBTIG Research | Buy | $99 | +128.0% |
| Oct 23, 2020 | Upgrade | SStephens | Equal-Weight → Overweight | $50 → $55 | +26.7% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| FAF | First American Financial Corp | 6.77B |
| FNF | Fidelity National Financial Inc | 11.69B |
| ITIC | Investors Title Co | 500.75M |
| ORI | Old Republic International Corp | 9.53B |
| RDN | Radian Group Inc | 4.66B |
| ESNT | Essent Group Ltd | 5.63B |
| MTG | MGIC Investment Corp | 5.50B |
| ICE | Intercontinental Exchange Inc | 100.26B |
| RKT | Rocket Companies Inc | 40.74B |
| COMP | Compass Inc | 7.77B |
Insider trading
latest 14 of 15| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Matz Deborah Jane | Director | Oct 23 '26 | Buy | 43.91 | 1,000 | 43,910 | 1,000 | Oct 27 04:35 PM |
| EPPINGER FREDERICK H | Chief Executive Officer | Oct 26 '26 | Buy | 44.45 | 3,000 | 133,350 | 173,675 | Oct 27 04:33 PM |
| Apel Thomas G | Director | Oct 23 '26 | Buy | 47.73 | 2,000 | 95,470 | 46,182 | Oct 26 06:51 PM |
| Corey William S. Jr. | Director | Oct 23 '26 | Buy | 46.82 | 2,000 | 93,640 | 13,433 | Oct 26 06:49 PM |
| BRADLEY C ALLEN JR | Director | Oct 23 '26 | Buy | 47.30 | 2,000 | 94,600 | 27,034 | Oct 26 06:47 PM |
| Glaze Brian | PAO | Aug 21 '26 | Sale | 69.16 | 1,500 | 103,740 | 11,784 | Aug 24 04:53 PM |
| Glaze Brian | Officer | Aug 21 '26 | Proposed Sale | 69.16 | 1,500 | 103,740 | Aug 21 12:55 PM | |
| BRADLEY C ALLEN JR | Director | Jun 01 '26 | Buy | 63.87 | 1,000 | 63,869 | 25,034 | Jun 02 04:30 PM |
| Hisey David C | Chief Financial Officer | Apr 24 '26 | Sale | 71.28 | 10,992 | 783,455 | 61,929 | Apr 27 04:25 PM |
| Hisey David C | Officer | Apr 24 '26 | Proposed Sale | 71.28 | 10,992 | 783,482 | Apr 24 04:28 PM | |
| BRADLEY C ALLEN JR | Director | Mar 12 '26 | Buy | 62.59 | 700 | 43,813 | 22,243 | Mar 12 04:21 PM |
| BRADLEY C ALLEN JR | Director | Mar 11 '26 | Buy | 63.15 | 300 | 18,945 | 21,543 | Mar 12 04:21 PM |
| BRADLEY C ALLEN JR | Director | Mar 10 '26 | Buy | 65.34 | 1,000 | 65,345 | 21,243 | Mar 11 04:17 PM |
| WOELFER W. TODD | Officer | Dec 11 '25 | Proposed Sale | 106.84 | 1,729 | 184,726 | Dec 11 03:20 PM |
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 |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | - |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | - |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| 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 |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | - |
News
latest 14 of 202- STEWART INFORMATION SERVICES CORPORATION APPOINTS MICHAEL BROWN AS NEW DIRECTOR (PR Newswire)
- Stewart's Q3 Shows Growth Cut In Half And Adjusted EPS Down 18.9% As Rate Spike Lowers The Bar (Earnings Whispers) -6.33%
- Stewart Information Services: Q3 Earnings Snapshot (Associated Press)
- Stewart Reports Third Quarter 2026 Results (PR Newswire)
- Stewart Information Services Corporation Announces Third Quarter 2026 Earnings Conference Call (Business Wire)
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- PropStream Introduces AI Search, Making Property Search Faster and More Conversational (Business Wire)
- Stewart Named a Forbes America's Best Employer for Women for Third Consecutive Year (Business Wire)
- Stewart Expands Commercial Energy & Infrastructure Capabilities with Acquisition of Tower Title (Business Wire)
- Stewart Strengthens Title Capabilities Through Acquisition of ProTitleUSA and DocSolutionUSA (Business Wire)
- STEWART INFORMATION SERVICES CORPORATION ANNOUNCES DIVIDEND INCREASE AND DECLARES THIRD QUARTER DIVIDEND (PR Newswire)
- Stewart Information Services Corp (STC) Q2 2026 Earnings Call Highlights: Strong Revenue Growth ... (GuruFocus.com) -7.83%
- Stewart Information Services: Q2 Earnings Snapshot (Associated Press)
- Stewart Reports Second Quarter 2026 Results (PR Newswire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-10-21 | 1.330 | 1.500 | 0.980 | 900.7 | 903.67 | 4 |
| 2026Q2 | 2026-07-22 | 1.390 | 1.629 | 1.206 | 895.8 | 838.07 | 4 |
| 2026Q1 | 2026-04-22 | 0.780 | 0.520 | 0.551 | 778.4 | 730.43 | 4 |
| 2025Q4 | 2026-02-04 | 1.650 | 1.373 | 1.248 | 794.4 | 770.61 | 4 |
| 2025Q3 | 2025-10-22 | 1.640 | 1.385 | 1.553 | 791.3 | 737.3 | 2 |
| 2025Q2 | 2025-07-23 | 1.340 | 1.185 | 1.127 | 721.5 | 662.6 | 2 |
| 2025Q1 | 2025-04-23 | 0.250 | 0.333 | 0.109 | 608.9 | 589 | 3 |
| 2024Q4 | 2025-02-05 | 1.120 | 0.927 | 0.804 | 664.2 | 639.1 | 3 |
| 2024Q3 | 2024-10-23 | 1.070 | 0.960 | 1.067 | 663.2 | 638.4 | 2 |
| 2024Q2 | 2024-07-24 | 0.620 | 0.990 | 0.619 | 602.7 | 597 | 2 |
| 2024Q1 | 2024-04-24 | 0.110 | -0.235 | 0.112 | 547.3 | 531.86 | 2 |
| 2023Q4 | 2024-02-07 | 0.320 | 0.463 | 0.318 | 577.4 | 566.46 | 4 |
| 2023Q3 | 2023-10-25 | 0.510 | 0.700 | 0.506 | 603.7 | 573.37 | 3 |
| 2023Q2 | 2023-07-26 | 0.580 | 0.737 | 0.576 | 550.3 | 585.83 | 3 |
| 2023Q1 | 2023-04-26 | -0.300 | -0.227 | -0.301 | 526.1 | 505.65 | 3 |
| 2022Q4 | 2023-02-08 | 0.490 | 0.747 | 0.488 | 643.2 | 619.35 | 3 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2017FY | 2.060 | 2.063 | 2.062 | 1,954 | 1,925 |
| 2018FY | 2.010 | 2.143 | 2.007 | 1,908 | 1,921 |
| 2019FY | 3.310 | 3.693 | 3.310 | 1,897 | 1,901 |
| 2020FY | 6.220 | 5.647 | 6.218 | 2,290 | 2,172 |
| 2021FY | 11.900 | 10.545 | 11.897 | 3,282 | 3,096 |
| 2022FY | 5.940 | 6.370 | 5.935 | 3,032 | 3,032 |
| 2023FY | 1.110 | 1.477 | 1.106 | 2,257 | 2,234 |
| 2024FY | 3.350 | 3.177 | 2.606 | 2,478 | 2,472 |
| 2025FY | 4.890 | 4.600 | 4.050 | 2,916 | 2,881 |
| 2026FY | - | 4.981 | - | - | 3,435 |
| 2027FY | - | 5.802 | - | - | 3,595 |
| 2028FY | - | 5.735 | - | - | 3,826 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-10-23 | 3 | 1 | 2 | 886.53 | 862 | 922.6 |
| 2026Q4 | S | 2026-10-22 | 3 | 1 | 1 | 901.23 | 856.1 | 925 |
| 2026Q4 | S | 2026-10-21 | 3 | 0 | 2 | 887.13 | 856.1 | 925 |
| 2026Q4 | S | 2026-10-19 | 3 | 0 | 2 | 887.13 | 856.1 | 925 |
| 2026Q4 | S | 2026-10-10 | 3 | 0 | 1 | 900.87 | 880.3 | 925 |
| 2026Q4 | S | 2026-10-06 | 3 | 0 | 2 | 900.87 | 880.3 | 925 |
| 2026Q4 | S | 2026-07-27 | 3 | 2 | 1 | 921.63 | 897.3 | 942.6 |
| 2026Q4 | S | 2026-07-24 | 3 | 2 | 0 | 926.53 | 912 | 942.6 |
| 2026Q4 | S | 2026-07-23 | 3 | 1 | 1 | 914.13 | 905.4 | 925 |
| 2026Q4 | S | 2026-07-17 | 3 | 0 | 1 | 905.8 | 900 | 912 |
| 2026Q4 | S | 2026-07-08 | 2 | 0 | 1 | 908.7 | 905.4 | 912 |
| 2026Q4 | S | 2026-06-23 | 2 | 0 | 2 | 908.7 | 905.4 | 912 |
| 2026Q4 | S | 2026-05-10 | 2 | 1 | 1 | 914.75 | 912 | 917.5 |
| 2026Q4 | S | 2026-04-24 | 3 | 1 | 1 | 899.6 | 869.31 | 917.5 |
Estimate history
| EPS, annual | 2.062 | 2.007 | 3.31 | 6.218 | 11.897 | 5.935 | 1.106 | 2.606 | 4.045 | 3.9841 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 1.067 | 0.804 | 0.109 | 1.127 | 1.553 | 1.248 | 0.551 | 1.206 | 0.979 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 1955.724 | 1907.672 | 1940.008 | 2288.432 | 3305.792 | 3069.296 | 2257.341 | 2490.419 | 2921.636 | 3371.78 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 667.941 | 665.933 | 611.984 | 722.181 | 796.916 | 790.553 | 781.307 | 899.238 | 900.679 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 23.72 | 23.719 | 23.709 | 26.728 | 26.893 | 27.13 | 27.37 | 27.764 | 30.223 | 30.526 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 27.714 | 27.764 | 27.919 | 27.94 | 28.02 | 30.223 | 30.425 | 30.45 | 30.526 | |
| 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 | 3,371.78 | 2,921.64 | 2,490.42 | 2,257.34 | 3,069.30 | 3,305.79 | 2,288.43 | 1,940.01 | 1,907.67 |
| Losses, Claims & Reserves | 1,271.72 | 1,129.33 | 945.22 | 893.80 | 1,311.04 | 1,426.67 | 1,059.70 | 883.65 | 898.56 |
| Selling, General and Administrative Incl. Other | 1,895.74 | 1,606.29 | 1,410.98 | 1,282.94 | 1,507.20 | 1,440.12 | 1,004.78 | 915.16 | 917.81 |
| Operating Income before Interest Expense | 204.32 | 186.02 | 134.22 | 80.60 | 251.06 | 439.00 | 223.94 | 141.19 | 91.30 |
| Interest Expense | 28.32 | 20.44 | 19.91 | 19.74 | 18.40 | 5.03 | 2.62 | 4.34 | 3.88 |
| Unusual Expense | - | - | - | - | - | - | 2.82 | 19.89 | 14.90 |
| Net Income Before Taxes | 176.00 | 165.57 | 114.31 | 60.86 | 232.65 | 433.97 | 218.50 | 116.97 | 72.53 |
| Income Taxes | 40.34 | 35.41 | 26.16 | 15.26 | 50.86 | 93.99 | 48.83 | 26.70 | 13.51 |
| Consolidated Net Income | 135.66 | 130.16 | 88.16 | 45.60 | 181.79 | 339.98 | 169.67 | 90.27 | 59.02 |
| Net Income From Continuing Operations | 120.78 | 115.53 | 73.31 | 30.44 | 162.31 | 323.22 | 154.91 | 78.61 | 47.52 |
| Net Income | 120.78 | 115.53 | 73.31 | 30.44 | 162.31 | 323.22 | 154.91 | 78.61 | 47.52 |
| EPS (Recurring) | 3.90 | 4.05 | 2.61 | 1.11 | 5.94 | 11.90 | 6.30 | 3.90 | 2.45 |
| EPS (Basic, Before Extraordinaries) | 3.98 | 4.12 | 2.65 | 1.12 | 6.00 | 12.05 | 6.25 | 3.33 | 2.02 |
| EPS (Diluted) | 3.98 | 4.05 | 2.61 | 1.11 | 5.93 | 11.90 | 6.22 | 3.31 | 2.01 |
| 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 | 17.89 | 17.10 | 11.36 | 10.02 | 11.08 | 11.17 | 5.80 | 1.60 | 3.70 |
| Price To Earnings Ratio | 11.25 | 11.25 | 31.90 | 46.27 | 4.99 | 6.71 | 7.95 | 12.34 | 20.63 |
| Price To Sales Ratio | 0.46 | 0.69 | 0.76 | 0.72 | 0.38 | 0.66 | 0.53 | 0.50 | 0.51 |
| Operating Margin | 6.06 | 6.37 | 5.39 | 3.57 | 8.18 | 13.28 | 9.79 | 7.28 | 4.79 |
| Net Margin | 3.58 | 3.95 | 2.94 | 1.35 | 5.29 | 9.78 | 6.77 | 4.05 | 2.49 |
| Shares Outstanding | 30.53 | 30.22 | 27.76 | 27.37 | 27.13 | 26.89 | 26.73 | 23.71 | 23.72 |
| Market Capitalization | 1,367.90 | 1,367.90 | 1,870.94 | 1,607.53 | 1,159.14 | 2,144.00 | 1,292.15 | 967.01 | 982.88 |
| Operating Income after Interest Expense | - | 165.57 | 114.31 | 60.86 | 232.65 | 433.97 | 221.32 | 136.85 | 87.43 |
| 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 | 900.68 | 899.24 | 781.31 | 790.55 | 796.92 | 722.18 | 611.98 | 665.93 |
| Losses, Claims & Reserves | 342.56 | 336.96 | 294.58 | 297.62 | 319.07 | 273.57 | 239.08 | 251.38 |
| Selling, General and Administrative Incl. Other | 504.94 | 499.75 | 455.47 | 435.58 | 411.78 | 396.89 | 362.04 | 374.04 |
| Operating Income before Interest Expense | 53.17 | 62.54 | 31.25 | 57.36 | 66.07 | 51.73 | 10.86 | 40.52 |
| Interest Expense | 7.62 | 7.44 | 7.63 | 5.63 | 4.90 | 4.95 | 4.96 | 5.15 |
| Operating Income after Interest Expense | 45.56 | 55.10 | 23.62 | 51.73 | 61.17 | 46.78 | 5.90 | 35.37 |
| Net Income Before Taxes | 45.56 | 55.10 | 23.62 | 51.73 | 61.17 | 46.78 | 5.90 | 35.37 |
| Income Taxes | 11.63 | 13.35 | 4.56 | 10.81 | 12.97 | 11.14 | 0.48 | 8.16 |
| Consolidated Net Income | 33.93 | 41.75 | 19.07 | 40.91 | 48.20 | 35.63 | 5.42 | 27.21 |
| Net Income From Continuing Operations | 30.32 | 37.22 | 16.96 | 36.28 | 44.26 | 31.92 | 3.08 | 22.74 |
| Net Income | 30.32 | 37.22 | 16.96 | 36.28 | 44.26 | 31.92 | 3.08 | 22.74 |
| EPS (Recurring) | 0.98 | 1.21 | 0.55 | 1.25 | 1.55 | 1.13 | 0.11 | 0.80 |
| EPS (Basic, Before Extraordinaries) | 0.99 | 1.22 | 0.56 | 1.20 | 1.58 | 1.14 | 0.11 | 0.82 |
| EPS (Diluted) | 0.98 | 1.21 | 0.55 | 1.25 | 1.55 | 1.13 | 0.11 | 0.80 |
| 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 | 3.22 | 4.51 | 3.30 | 6.86 | 3.27 | 4.21 | 2.76 | 3.14 |
| Price To Earnings Ratio | 11.25 | 14.74 | 15.25 | 19.55 | 23.60 | 25.05 | 27.42 | 31.90 |
| Price To Sales Ratio | 0.46 | 0.62 | 0.61 | 0.70 | 0.75 | 0.69 | 0.79 | 0.77 |
| Operating Margin | 5.90 | 6.95 | 4.00 | 7.26 | 8.29 | 7.16 | 1.77 | 6.08 |
| Net Margin | 3.37 | 4.14 | 2.17 | 4.59 | 5.55 | 4.42 | 0.50 | 3.41 |
| Shares Outstanding | 30.53 | 30.45 | 30.42 | 30.22 | 28.02 | 27.94 | 27.92 | 27.76 |
| Market Capitalization | 1,367.90 | 2,008.80 | 1,873.23 | 2,102.47 | 2,052.85 | 1,817.55 | 1,999.66 | 1,870.94 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 321.77 | 216.30 | 233.37 | 248.37 | 485.92 | 432.68 | 330.61 | 192.07 | 150.08 |
| Investments | 654.07 | 710.30 | 718.96 | 734.40 | 696.86 | 705.07 | 668.57 | 658.97 | 733.82 |
| Premium Balance Receivables - Insurance | 194.72 | 145.39 | 128.95 | 114.75 | 121.63 | 92.12 | 74.83 | 75.59 | 82.41 |
| Net Property, Plant & Equipment | 273.03 | 264.69 | 271.57 | 282.73 | 283.89 | 231.01 | 222.12 | 135.53 | 141.26 |
| Investment in Unconsolidated Affiliates | 4.93 | 4.58 | 4.22 | 4.58 | 4.75 | 6.76 | 6.17 | 8.59 | 9.20 |
| Deferred Tax Assets | 7.66 | 4.83 | 3.78 | 2.59 | 3.85 | 4.33 | 4.41 | 4.58 | 4.19 |
| Other Intangible Assets | 1,796.62 | 1,384.07 | 1,342.02 | 1,350.47 | 1,216.45 | 506.60 | 286.09 | 297.61 | 284.94 |
| Total Assets | 3,252.80 | 2,730.14 | 2,702.86 | 2,737.88 | 2,813.36 | 1,978.58 | 1,592.79 | 1,372.93 | 1,405.89 |
| Insurance Policy Liabilities - Insurance | 524.47 | 511.53 | 528.27 | 549.45 | 549.61 | 496.27 | 459.05 | 461.56 | 480.99 |
| Total Debt | 768.76 | 564.68 | 580.94 | 595.01 | 632.91 | 220.86 | 224.47 | 108.04 | 109.31 |
| Long Term Debt | 731.66 | 522.73 | 535.16 | 547.45 | 580.07 | 180.51 | 174.93 | 102.64 | 101.91 |
| 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 | 53.32 | 28.27 | 25.05 | 26.62 | 48.78 | 23.85 | 28.72 | 14.21 | 19.03 |
| Other Liabilities | 255.85 | 214.58 | 190.05 | 196.54 | 287.33 | 225.18 | 126.78 | 109.28 | 117.74 |
| Total Liabilities | 1,602.41 | 1,319.06 | 1,324.31 | 1,367.61 | 1,518.63 | 966.17 | 839.03 | 693.09 | 727.08 |
| 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 | 1,641.08 | 1,402.14 | 1,371.41 | 1,362.15 | 1,282.01 | 1,005.11 | 747.31 | 673.52 | 672.21 |
| Total Shareholders Equity | 1,641.08 | 1,402.14 | 1,371.41 | 1,362.15 | 1,282.01 | 1,005.11 | 747.31 | 673.52 | 672.21 |
| Accumulated Minority Interest | 9.31 | 8.95 | 7.14 | 8.11 | 12.73 | 7.29 | 6.45 | 6.31 | 6.60 |
| Total Equity | 1,650.40 | 1,411.09 | 1,378.55 | 1,370.27 | 1,294.73 | 1,012.41 | 753.76 | 679.84 | 678.81 |
| Total Liabilities & Stockholders Equity | 3,252.80 | 2,730.14 | 2,702.86 | 2,737.88 | 2,813.36 | 1,978.58 | 1,592.79 | 1,372.93 | 1,405.89 |
| Book Value Per Share | 54.30 | 50.50 | 50.11 | 50.21 | 47.67 | 37.60 | 31.52 | 28.40 | 28.34 |
| Tangible Book Value Per Share | 1.46 | 5.22 | 3.88 | 3.32 | 4.74 | 20.06 | 20.83 | 17.49 | 18.17 |
| Full-Time Employees | 7,800 | 7,000 | 6,800 | 7,100 | 7,300 | 5,800 | 5,300 | 5,400 | 5,960 |
| Price to Book Ratio | 0.82 | 1.33 | 1.19 | 0.86 | 1.67 | 1.29 | 1.29 | 1.46 | 1.51 |
| Return on Assets | 3.86 | 2.70 | 1.12 | 5.85 | 13.49 | 8.67 | 5.30 | 3.42 | 3.54 |
| Return on Equity | 7.59 | 5.29 | 2.23 | 12.28 | 28.26 | 17.68 | 11.07 | 7.06 | 7.41 |
| Return on Invested Capital | 4.87 | 3.81 | 1.60 | 8.50 | 17.36 | 13.07 | 8.52 | 6.12 | 6.29 |
| Current Ratio | 1.15 | 0.84 | 0.87 | 0.78 | 1.15 | 1.16 | 0.97 | 0.71 | 0.59 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 221.44 | 203.29 | 151.50 | 122.25 | 256.11 | 370.35 | 201.43 | 137.09 | 96.18 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -29.28 | 2.39 | -15.89 | -39.20 | -64.25 | 19.94 | 74.38 | 29.27 | -12.00 |
| Cash from Operating Activities | 192.16 | 205.69 | 135.61 | 83.04 | 191.86 | 390.29 | 275.81 | 166.36 | 84.18 |
| Capital Expenditures | -90.12 | -73.41 | -40.47 | -37.79 | -47.95 | -39.80 | -14.99 | -17.07 | -10.68 |
| Net Assets From Acquisitions | -465.55 | -370.01 | -14.38 | -25.10 | -146.70 | -605.60 | -199.54 | 0.00 | -19.84 |
| Sale of Fixed Assets and Businesses | -3.53 | 0.00 | 0.00 | 1.06 | 0.64 | 10.68 | 0.23 | 1.35 | 0.08 |
| Purchase or Sale of Investments | 86.22 | 98.44 | 4.35 | 39.92 | -110.95 | 2.25 | -18.44 | 21.19 | 36.41 |
| Purchase of Investments | -106.43 | -116.25 | -126.23 | -92.29 | -214.73 | -143.93 | -118.30 | -78.13 | -43.06 |
| Sale Or Maturity of Investments | 192.65 | 214.70 | 130.59 | 132.21 | 103.78 | 146.18 | 99.86 | 99.32 | 79.47 |
| Other Uses | -30.47 | -30.47 | -39.91 | -8.05 | 0.00 | -18.43 | 0.00 | 0.00 | 0.00 |
| Other Sources | 8.55 | 6.86 | 3.15 | 0.00 | 0.45 | 0.00 | 1.37 | 1.57 | 2.30 |
| Cash from Investing Activities | -494.90 | -368.58 | -87.26 | -29.97 | -304.50 | -650.89 | -231.37 | 7.04 | 8.28 |
| Cash Dividends Paid | -65.55 | -58.48 | -53.92 | -50.52 | -44.67 | -36.64 | -30.23 | -28.34 | -28.26 |
| Change in Capital Stock | 142.55 | 144.42 | 6.71 | 3.19 | 2.57 | 0.46 | 107.91 | -0.53 | -1.18 |
| Repurchase of Common Pref Stock | -5.75 | -3.89 | -3.84 | -1.78 | -3.26 | -2.25 | -1.05 | -0.53 | -1.18 |
| Sale of Common Pref Stock | 148.31 | 148.31 | 10.55 | 4.97 | 5.83 | 2.71 | 108.96 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 140.81 | 140.81 | 0.00 | 0.00 | 0.00 | 0.00 | 108.96 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 207.94 | 199.95 | 0.01 | -2.24 | -36.99 | 387.54 | -9.12 | 2.60 | -5.59 |
| Change in Long Term Debt | 207.94 | 199.95 | 0.01 | -2.24 | -36.99 | 387.54 | -9.12 | 2.60 | -5.59 |
| Issuance of Long Term Debt | 210.99 | 201.18 | 3.39 | 3.54 | 39.50 | 1,197.35 | 16.46 | 30.46 | 14.53 |
| Reduction of Long Term Debt | -3.05 | -1.22 | -3.38 | -5.78 | -76.49 | -809.82 | -25.58 | -27.87 | -20.12 |
| Net Financing Active Other Cash Flow | -18.29 | -20.68 | -13.76 | -19.52 | -40.29 | -35.37 | -14.26 | -11.48 | -11.63 |
| Other Financing Activities Uses | -18.29 | -20.68 | -13.81 | -19.52 | -40.40 | -35.37 | -14.26 | -11.51 | -11.63 |
| Cash from Financing Activities | 266.66 | 265.21 | -60.96 | -69.10 | -119.38 | 315.99 | 54.30 | -37.76 | -46.66 |
| Exchange Rate Effect | -0.12 | 3.16 | -4.46 | 1.02 | -5.53 | -2.15 | 3.34 | 2.90 | -3.81 |
| Net Change in Cash | -36.20 | 105.48 | -17.07 | -15.00 | -237.55 | 53.24 | 102.07 | 138.54 | 41.99 |
| Free Cash Flow | 102.05 | 132.28 | 95.14 | 45.25 | 143.91 | 350.49 | 260.81 | 149.28 | 73.50 |
| 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 | 42.19 | 27.19 | 46.05 | - | 11.77 | 6.90 | 5.22 | 8.01 | 21.68 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Total Cash | 152.31 | 261.63 | 271.24 | 321.77 | 188.52 | 178.10 |
| Investments | 649.83 | 653.27 | 648.74 | 654.07 | 739.47 | 735.47 |
| Net Property, Plant & Equipment | 306.43 | 288.41 | 281.59 | 273.03 | 269.28 | 271.74 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 4.93 | 0.00 | 0.00 |
| Deferred Tax Assets | 8.14 | 7.90 | 7.74 | 7.66 | 4.80 | 4.79 |
| Other Intangible Assets | 1,944.27 | 1,850.98 | 1,808.47 | 1,796.62 | 1,456.64 | 1,419.84 |
| Total Assets | 3,296.84 | 3,291.51 | 3,237.99 | 3,252.80 | 2,845.55 | 2,781.16 |
| Insurance Policy Liabilities - Insurance | 521.50 | 519.22 | 516.78 | 524.47 | 520.45 | 523.09 |
| Total Debt | 788.33 | 770.98 | 770.61 | 768.76 | 571.11 | 575.79 |
| Long Term Debt | 788.33 | 770.98 | 770.61 | 731.66 | 571.11 | 575.79 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 66.95 | 58.08 | 52.99 | 53.32 | 37.62 | 32.10 |
| Other Liabilities | 236.78 | 270.45 | 251.95 | 255.85 | 234.47 | 203.90 |
| Total Liabilities | 1,613.56 | 1,618.72 | 1,592.32 | 1,602.41 | 1,363.64 | 1,334.88 |
| 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 | 1,673.62 | 1,663.42 | 1,638.00 | 1,641.08 | 1,473.42 | 1,437.75 |
| Total Shareholders Equity | 1,673.62 | 1,663.42 | 1,638.00 | 1,641.08 | 1,473.42 | 1,437.75 |
| Accumulated Minority Interest | 9.66 | 9.36 | 7.67 | 9.31 | 8.49 | 8.53 |
| Total Equity | 1,683.28 | 1,672.78 | 1,645.66 | 1,650.40 | 1,481.91 | 1,446.28 |
| Total Liabilities & Stockholders Equity | 3,296.84 | 3,291.51 | 3,237.99 | 3,252.80 | 2,845.55 | 2,781.16 |
| Book Value Per Share | 54.83 | 54.63 | 53.84 | 54.30 | 52.59 | 51.46 |
| Tangible Book Value Per Share | -1.17 | 1.58 | 1.50 | 1.46 | 6.98 | 6.68 |
| Full-Time Employees | 8,400 | 8,100 | - | 7,800 | 7,400 | 7,000 |
| Price to Book Ratio | 0.82 | 1.23 | 1.13 | 1.34 | 1.42 | 1.30 |
| Return on Assets | 3.93 | 4.44 | 4.35 | 3.86 | 3.66 | 3.24 |
| Return on Equity | 7.68 | 8.69 | 8.52 | 7.59 | 7.08 | 6.27 |
| Return on Invested Capital | 1.23 | 1.53 | 0.70 | 1.53 | 2.16 | 1.59 |
| Current Ratio | 0.99 | 1.15 | 1.18 | 1.15 | 0.96 | 0.92 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 57.87 | 60.91 | 38.94 | 63.72 | 61.81 | 55.87 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -11.26 | -0.41 | -43.43 | 25.82 | 30.83 | -2.45 |
| Cash from Operating Activities | 46.61 | 60.50 | -4.49 | 89.54 | 92.64 | 53.43 |
| Capital Expenditures | -20.98 | -25.45 | -16.44 | -27.24 | -19.09 | -14.77 |
| Net Assets From Acquisitions | -106.26 | -25.93 | -1.91 | -331.46 | -30.03 | -1.10 |
| Sale of Fixed Assets and Businesses | 0.19 | -0.14 | 0.17 | -3.75 | 0.91 | 1.30 |
| Purchase or Sale of Investments | -18.35 | -3.07 | -3.88 | 111.51 | -15.49 | 4.61 |
| Purchase of Investments | -43.00 | -53.65 | -18.88 | 9.09 | -42.99 | -52.29 |
| Sale Or Maturity of Investments | 24.66 | 50.59 | 15.00 | 102.42 | 27.50 | 56.90 |
| Other Uses | 0.00 | 0.00 | 0.00 | -30.47 | 0.00 | 0.00 |
| Other Sources | 0.52 | 2.84 | 0.32 | 4.87 | 1.15 | 0.47 |
| Cash from Investing Activities | -144.87 | -51.75 | -21.74 | -276.54 | -62.55 | -9.49 |
| Cash Dividends Paid | -16.94 | -16.40 | -16.34 | -15.87 | -14.71 | -13.97 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | 4.08 | 0.08 | -2.43 | 140.81 | 4.18 | -0.11 |
| Repurchase of Common Pref Stock | -0.11 | -0.09 | -5.23 | -0.32 | -0.09 | -0.11 |
| Sale of Common Pref Stock | 4.19 | 0.18 | 2.80 | 141.14 | 4.28 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 140.81 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 8.02 | -0.21 | 0.06 | 200.07 | 0.00 | 0.00 |
| Change in Long Term Debt | 8.02 | -0.21 | 0.06 | 200.07 | 0.00 | 0.00 |
| Issuance of Long Term Debt | 8.06 | 0.18 | 2.56 | 200.18 | 0.00 | 0.00 |
| Reduction of Long Term Debt | -0.04 | -0.40 | -2.50 | -0.11 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | -5.86 | -3.01 | -4.26 | -5.15 | -8.62 | -2.80 |
| Other Financing Activities Uses | -5.86 | -3.01 | -4.26 | -5.15 | -8.62 | -2.80 |
| Cash from Financing Activities | -10.70 | -19.54 | -22.97 | 319.87 | -19.14 | -16.88 |
| Exchange Rate Effect | -0.36 | 1.19 | -1.33 | 0.38 | -0.54 | 2.53 |
| Net Change in Cash | -109.32 | -9.60 | -50.54 | 133.26 | 10.42 | 29.59 |
| Free Cash Flow | 25.63 | 35.05 | -20.93 | 62.30 | 73.56 | 38.66 |
| Price to Free Cash Flow | 42.19 | 23.51 | 20.47 | 27.67 | 30.23 | 28.90 |
Revenue breakdown
| Non-US | 2024: 148.13M 2025: 156.43M |
|---|---|
| United States | 2024: 2.34B 2025: 2.77B |
| Corporate | 2024: -1.21M 2025: 1.25M |
| Real Estate Solutions | 2024: 358.67M 2025: 438.37M |
| Title | 2024: 2.13B 2025: 2.48B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 4.27% | 1.3M | 29.9M | 409.91K |
| 2026-10-15 | 4.02% | 1.2M | 29.9M | 273.77K |
| 2026-09-30 | 3.74% | 1.1M | 29.9M | 242.32K |
| 2026-09-15 | 4.05% | 1.2M | 29.9M | 241.83K |
| 2026-08-31 | 3.82% | 1.1M | 29.9M | 233.10K |
| 2026-08-14 | 3.67% | 1.1M | 29.9M | 227.81K |
| 2026-07-31 | 3.76% | 1.1M | 29.9M | 225.41K |
| 2026-07-15 | 3.11% | 0.9M | 29.8M | 209.75K |
| 2026-06-30 | 2.93% | 0.9M | 29.8M | 207.26K |
| 2026-06-15 | 2.65% | 0.8M | 29.8M | 201.67K |
| 2026-05-29 | 2.09% | 0.6M | 29.8M | 204.76K |
| 2026-05-15 | 2.13% | 0.6M | 29.8M | 214.01K |
| 2026-04-30 | 2.63% | 0.8M | 29.8M | 229.91K |
| 2026-04-15 | 2.43% | 0.7M | 29.9M | 247.26K |
| 2026-03-31 | 2.72% | 0.8M | 29.9M | 259.60K |
| 2026-03-13 | 2.82% | 0.8M | 29.9M | 248.31K |
| 2026-02-27 | 2.41% | 0.7M | 29.9M | 251.99K |
| 2026-02-13 | 1.56% | 0.5M | 29.4M | 251.04K |
| 2026-01-30 | 1.87% | 0.5M | 29.4M | 236.34K |
| 2026-01-15 | 1.60% | 0.5M | 29.4M | 228.13K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 30.00 | 12.90 | 16.00 | 0.00 | 3.311 | 0.00 | 0.00 | 0.955 | -0.050 | 0.006 |
| call | 35.00 | 7.80 | 11.00 | 0.00 | 2.413 | 0.00 | 0.00 | 0.892 | -0.081 | 0.013 |
| call | 40.00 | 3.00 | 6.00 | 6.30 | 1.561 | 16.00 | 0.00 | 0.782 | -0.079 | 0.020 |
| call | 45.00 | 0.05 | 4.90 | 3.00 | 2.051 | 7.00 | 0.00 | 0.503 | -0.265 | 0.027 |
| call | 50.00 | 0.00 | 0.40 | 1.30 | 0.733 | 17.00 | 0.00 | 0.126 | -0.057 | 0.014 |
| call | 55.00 | 0.00 | 4.90 | 1.90 | 1.169 | 7.00 | 0.00 | 0.112 | -0.084 | 0.013 |
| call | 60.00 | 0.00 | 0.15 | 0.10 | 1.173 | 82.00 | 0.00 | 0.048 | -0.044 | 0.007 |
| call | 65.00 | 0.00 | 4.90 | 0.15 | 1.397 | 71.00 | 0.00 | 0.042 | -0.047 | 0.006 |
| call | 70.00 | 0.00 | 4.90 | 0.00 | 1.606 | 0.00 | 0.00 | 0.037 | -0.049 | 0.006 |
| call | 75.00 | 0.00 | 4.90 | 1.60 | 1.787 | 4.00 | 0.00 | 0.034 | -0.051 | 0.005 |
| call | 80.00 | 0.00 | 4.90 | 0.60 | 1.952 | 2.00 | 0.00 | 0.032 | -0.053 | 0.005 |
| call | 85.00 | 0.00 | 4.90 | 0.30 | 2.104 | 1.00 | 0.00 | 0.030 | -0.054 | 0.005 |
| call | 90.00 | 0.00 | 4.90 | 0.00 | 2.245 | 0.00 | 0.00 | 0.029 | -0.055 | 0.004 |
| call | 95.00 | 0.00 | 4.90 | 0.00 | 2.425 | 0.00 | 0.00 | 0.034 | -0.070 | 0.005 |
| call | 100 | 0.00 | 4.90 | 0.00 | 2.499 | 0.00 | 0.00 | 0.026 | -0.058 | 0.004 |
| call | 105 | 0.00 | 4.90 | 0.00 | 2.615 | 0.00 | 0.00 | 0.025 | -0.058 | 0.004 |
| put | 30.00 | 0.00 | 0.20 | 0.00 | 1.511 | 0.00 | 0.00 | -0.041 | -0.049 | 0.006 |
| put | 35.00 | 0.00 | 4.90 | 0.00 | 1.236 | 0.00 | 0.00 | -0.112 | -0.089 | 0.013 |
| put | 40.00 | 0.00 | 0.45 | 0.05 | 0.624 | 15.00 | 0.00 | -0.213 | -0.079 | 0.020 |
| put | 45.00 | 0.00 | 4.00 | 2.56 | 1.144 | 4.00 | 0.00 | -0.495 | -0.266 | 0.027 |
| put | 50.00 | 4.00 | 8.20 | 0.00 | 1.415 | 0.00 | 0.00 | -0.851 | -0.071 | 0.016 |
| put | 55.00 | 9.00 | 12.90 | 4.08 | 1.695 | 0.00 | 0.00 | -0.886 | -0.083 | 0.013 |
| put | 60.00 | 14.00 | 17.30 | 14.40 | 1.696 | 0.00 | 0.00 | -0.951 | -0.044 | 0.007 |
| put | 65.00 | 19.00 | 22.40 | 19.78 | 2.043 | 0.00 | 0.00 | -0.957 | -0.046 | 0.006 |
| put | 70.00 | 24.00 | 27.40 | 0.00 | 2.294 | 0.00 | 0.00 | -0.961 | -0.048 | 0.006 |
| put | 75.00 | 29.00 | 32.40 | 0.00 | 2.520 | 0.00 | 0.00 | -0.964 | -0.049 | 0.005 |
| put | 80.00 | 34.00 | 37.40 | 0.00 | 2.726 | 0.00 | 0.00 | -0.967 | -0.050 | 0.005 |
| put | 85.00 | 39.00 | 42.40 | 15.86 | 2.944 | 0.00 | 0.00 | -0.969 | -0.051 | 0.005 |
| put | 90.00 | 44.00 | 47.40 | 0.00 | 3.090 | 0.00 | 0.00 | -0.970 | -0.051 | 0.004 |
| put | 95.00 | 49.00 | 52.30 | 0.00 | 3.159 | 0.00 | 0.00 | -0.971 | -0.052 | 0.004 |
| put | 100 | 54.00 | 57.40 | 0.00 | 3.405 | 0.00 | 0.00 | -0.972 | -0.052 | 0.004 |
| put | 105 | 59.00 | 62.20 | 0.00 | 3.355 | 0.00 | 0.00 | -0.973 | -0.053 | 0.004 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-06 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-04 | SEC |
| 2026-11-06 | 3 | Initial statement of beneficial ownership of securities | 2026-11-04 | SEC |
| 2026-11-05 | 8-K | Current report | 2026-11-04 | SEC |
| 2026-11-04 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-27 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-23 | SEC |
| 2026-10-27 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-26 | SEC |
| 2026-10-26 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-23 | SEC |
| 2026-10-26 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-23 | SEC |
| 2026-10-26 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-23 | SEC |
| 2026-10-21 | 8-K | Current report | 2026-10-21 | SEC |
| 2026-08-31 | 8-K | Current report | 2026-08-31 | SEC |
| 2026-08-24 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-21 | SEC |
| 2026-08-21 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-04 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-30 | SCHEDULE 13G/A | SEC | ||
| 2026-07-22 | 8-K | Current report | 2026-07-22 | SEC |
| 2026-07-17 | 8-K | Current report | 2026-07-16 | SEC |
| 2026-07-06 | 3 | Initial statement of beneficial ownership of securities | 2026-07-01 | SEC |
| 2026-07-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-01 | SEC |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-01 | 8-K | Current report | 2026-06-01 | SEC |
| 2026-05-11 | 8-K | Current report | 2026-05-07 | 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 | 2026-05-07 | 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 | 2026-05-07 | 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 | 2026-05-07 | 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 | 2026-05-07 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 460.97K | 5 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 103.74K | 1 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 63.87K | 1 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 783.46K | 1 |
| 2026-03 | 128.10K | 3 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 17.29% |
| FMR LLC | 9.33% |
| Neuberger Berman Group LLC | 8.38% |
| DIMENSIONAL FUND ADVISORS LP | 5.33% |
| STATE STREET CORP | 4.56% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.42% |
| Allspring Global Investments Holdings, LLC | 3.28% |
| Capital International Investors | 3.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.58% |
| DAVENPORT & Co LLC | 2.40% |
Funds
| Fund | % owned |
|---|---|
| Guggenheim Total Return Bond Fund | 133.57% |
| Guggenheim Macro Opportunities Fund | 25.60% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 21.39% |
| Avantis Emerging Markets Equity ETF | 14.19% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 14.13% |
| Guggenheim Core Bond Fund | 12.29% |
| VANGUARD TOTAL BOND MARKET II INDEX FUND | 9.53% |
| WisdomTree Emerging Markets High Dividend Fund | 8.80% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 8.76% |
| Empower Multi-Sector Bond Fund | 6.69% |
OakChart. STC. Cached 15 minutes.