World Acceptance Corp
WRLDFinancial·Credit Services·USA·Small·NASD·Nov 11 • 2:24 PM ET
Price
WRLD against its 20, 50 and 200-day averages37.4% under the 52-week high of 227.68 on 30 Jun 2026. 52-week low 110.00 on 27 Jan 2026. Last 15 sessions, 34.5% high to low
Profile
WRLDWorld Acceptance Corp. engages in the small-loan consumer finance business. It offers short-term small instalment, medium-term larger loans, related credit insurance, ancillary products and services to individuals. The firm also offers income tax return preparation services to customers. The company also markets computer software and related services to financial services companies through its subsidiary, ParaData Financial Systems. It operates in the following segments: Small Loans, Large Loans, and Tax Advance Loans. World Acceptance was founded in 1962 and is headquartered in Greenville, SC.
| Index | RUT |
|---|---|
| Employees | 2907 |
| IPO | Nov 26, 1991 |
| Beta | 1.27 |
| ATR, 14d | 7.04 |
| Rel volume | 0.73 |
| Short float | 10.49% |
| Insider own | 18.78% |
| Inst own | 92.59% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 631.93M |
| Enterprise Value | 1.27B |
| Income | 50.48M |
| Sales | 597.24M |
| Book/sh | 77.11 |
| Cash/sh | 6.16 |
| Dividend Est. | - |
| Dividend TTM | - |
| Dividend Ex-Date | - |
| Dividend Gr. 3/5Y | - - |
| Payout | 0.00% |
| Employees | 2907 |
| IPO | Nov 26, 1991 |
Ratios
| P/E | 13.24 |
|---|---|
| Forward P/E | 9.41 |
| PEG | 0.26 |
| P/S | 1.06 |
| P/B | 1.85 |
| P/C | 23.14 |
| P/FCF | 2.27 |
| EV/EBITDA | 4.24 |
| EV/Sales | 2.13 |
| Quick Ratio | 0.45 |
| Current Ratio | 0.45 |
| Debt/Eq | 1.92 |
| LT Debt/Eq | 1.89 |
| Option/Short | No / Yes |
Earnings
| EPS (ttm) | 10.76 |
|---|---|
| EPS next Y | 15.14 |
| EPS next Q | 1.04 |
| EPS this Y | 97.13% |
| EPS next Y | 10.19% |
| EPS next 5Y | 35.76% |
| EPS past 3/5Y | 24.11% -12.26% |
| Sales past 3/5Y | -1.73% 2.17% |
| EPS Y/Y TTM | 3.80% |
| Sales Y/Y TTM | 4.63% |
| EPS Q/Q | 602.62% |
| Sales Q/Q | 3.53% |
| Earnings | Oct 23 BMO |
| EPS/Sales Surpr. | 146.15% -1.06% |
Ownership
| Insider Own | 18.78% |
|---|---|
| Insider Trans | -21.84% |
| Inst Own | 92.59% |
| Inst Trans | 3.04% |
| ROA | 4.70% |
| ROE | 14.13% |
| ROIC | 5.01% |
| Gross Margin | 98.54% |
| Oper. Margin | 19.03% |
| Profit Margin | 8.45% |
| SMA20 | -12.40% |
| SMA50 | -17.61% |
| SMA200 | -13.20% |
| Trades | - |
Technical
| Shs Outstand | 4.52M |
|---|---|
| Shs Float | 3.65M |
| Short Float | 10.49% |
| Short Ratio | 5.99 |
| Short Interest | 0.38M |
| 52W High | 227.68 -37.43% |
| 52W Low | 110.00 29.51% |
| Volatility | 6.66% 4.38% |
| ATR (14) | 7.04 |
| RSI (14) | 25.63 |
| Beta | 1.27 |
| Rel Volume | 0.73 |
| Avg Volume | 63.94K |
| Volume | 36,021 |
Performance
| Perf Week | -11.57% |
|---|---|
| Perf Month | -19.62% |
| Perf Quarter | -24.10% |
| Perf Half Y | -4.95% |
| Perf YTD | 1.47% |
| Perf Year | 5.58% |
| Perf 3Y | 39.93% |
| Perf 5Y | -39.97% |
| Perf 10Y | 141.46% |
| Recom | 3.00 |
| Target Price | 180.00 |
| Prev Close | 139.94 |
| Price | 142.46 |
| Change % | 1.80% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Nov 13, 2024 | Initiated | SStephens | Equal-Weight | $10 | -93.0% |
| Jun 29, 2022 | Downgrade | SStephens | Equal-Weight → Underweight | $159 | +11.6% |
| Jul 22, 2021 | Upgrade | SStephens | Underweight → Equal-Weight | $112 → $140 | -1.7% |
| Dec 18, 2019 | Upgrade | JJanney | Sell → Neutral | ||
| Jul 25, 2019 | Downgrade | JJanney | Neutral → Sell | ||
| Jan 10, 2017 | Downgrade | JJefferies | Hold → Underperform | ||
| Jul 24, 2015 | Reiterated | FFBR Capital | Mkt Perform | $64 → $55 | -61.4% |
| Jun 25, 2015 | Downgrade | FFBR Capital | Outperform → Mkt Perform | $98 → $73 | -48.8% |
| May 01, 2015 | Reiterated | FFBR Capital | Outperform | $84 → $98 | -31.2% |
| Oct 23, 2014 | Reiterated | FFBR Capital | Outperform | $105 → $90 | -36.8% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| RM | Regional Management Corp | 314.95M |
| OMF | OneMain Holdings Inc | 6.35B |
| OPRT | Oportun Financial Corp | 549.32M |
| OPFI | OppFi Inc | 512.19M |
| ENVA | Enova International Inc | 4.17B |
| ATLC | Atlanticus Holdings Corp | 1.26B |
| EZPW | EZCorp Inc | 1.75B |
| UPST | Upstart Holdings Inc | 2.04B |
| FCFS | FirstCash Holdings Inc | 7.84B |
| CACC | Credit Acceptance Corp | 5.20B |
Insider trading
latest 14 of 47| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Robinson Benjamin E III | Director | Nov 02 '26 | Sale | 165.32 | 90 | 14,879 | 4,656 | Nov 03 03:38 PM |
| Robinson Benjamin E III | Director | Nov 02 '26 | Proposed Sale | 165.32 | 90 | 14,879 | Nov 02 01:56 PM | |
| Prescott General Partners LLC | Member of Section 13(d) Group | Oct 28 '26 | Sale | 169.83 | 88,324 | 15,000,065 | 735,012 | Oct 30 04:00 PM |
| BRAMLETT KEN R JR | Director | Oct 29 '26 | Sale | 176.95 | 3,797 | 671,875 | 28,408 | Oct 30 11:14 AM |
| KEN R BRAMLETT JR. | Director | Oct 29 '26 | Proposed Sale | 176.95 | 3,797 | 671,870 | Oct 29 04:11 PM | |
| Prescott General Partners LLC | Member of Section 13(d) Group | Aug 14 '26 | Sale | 187.69 | 133,199 | 25,000,120 | 31,148 | Aug 18 04:01 PM |
| Childers Jason E. | SVP, Information Technology | Aug 12 '26 | Sale | 190.74 | 2,000 | 381,480 | 12,799 | Aug 13 02:14 PM |
| Childers Jason E. | Officer | Aug 12 '26 | Proposed Sale | 190.74 | 2,000 | 381,482 | Aug 12 02:12 PM | |
| Robinson Benjamin E III | Director | Aug 10 '26 | Sale | 187.26 | 90 | 16,853 | 4,746 | Aug 11 03:00 PM |
| Robinson Benjamin E III | Director | Aug 10 '26 | Proposed Sale | 187.26 | 90 | 16,853 | Aug 10 10:22 AM | |
| McIntyre Scott | SVP, Accounting | Aug 03 '26 | Sale | 185.00 | 1,300 | 240,500 | 14,660 | Aug 04 03:57 PM |
| McIntyre Scott | Officer | Aug 03 '26 | Proposed Sale | 185.00 | 1,300 | 240,500 | Aug 03 03:09 PM | |
| Calmes John L Jr | See remarks | Jul 30 '26 | Sale | 186.00 | 2,000 | 372,000 | 48,334 | Jul 31 11:39 AM |
| Calmes John L Jr | Officer | Jul 30 '26 | Proposed Sale | 186.00 | 2,000 | 372,000 | Jul 30 02:05 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 |
| AVUV | Avantis U.S. Small Cap Value ETF | AUM: 32.39B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | AUM: 15.51B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.47B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| DFMC | U.S. Micro Cap Portfolio ETF Class Shares | AUM: 212.10M |
| FNDA | Schwab Fundamental U.S. Small Company ETF | AUM: 8.98B |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | AUM: 2.44B |
News
latest 14 of 200- World Acceptance Crushes EPS Consensus On Credit And Cost Discipline, But Slowing Growth Is The Real Story (Earnings Whispers)
- World Acceptance: Fiscal Q2 Earnings Snapshot (Associated Press)
- World Acceptance Corporation Reports Fiscal 2027 Second Quarter Results (Business Wire)
- World Acceptance Corporation Announces Second Quarter 2027 Conference Call on the Internet (Business Wire)
- World Acceptance Corporation Names John L. Calmes Jr. President and Chief Executive Officer (Business Wire) -6.07%
- World Acceptance Corp (WRLD) Q1 2027 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com) +13.03%
- World Acceptance tops earnings forecasts despite softer-than-expected revenue (InvestorsHub)
- World Acceptance: Fiscal Q1 Earnings Snapshot (Associated Press)
- World Acceptance Corporation Reports Fiscal 2027 First Quarter Results (Business Wire)
- World Acceptance Corporation Announces First Quarter 2027 Conference Call on the Internet (Business Wire)
- World Acceptance: Fiscal Q4 Earnings Snapshot (Associated Press)
- World Acceptance Corporation Reports Fiscal 2026 Fourth Quarter Results (Business Wire)
- World Acceptance Corporation Announces Fourth Quarter 2026 Conference Call on the Internet (Business Wire)
- World Acceptance Corporation Names Janet Matricciani Interim CEO (Business Wire) -5.28%
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q2 | 2026-10-23 | 1.920 | 0.780 | 1.920 | 139.21 | 140.7 | 1 |
| 2026Q1 | 2026-07-24 | 2.120 | 0.580 | 1.333 | 139.21 | 143.9 | 1 |
| 2025Q4 | 2026-04-30 | 7.700 | 7.740 | 7.699 | 177.57 | 168.4 | 1 |
| 2025Q3 | 2026-01-27 | -0.190 | 0.930 | -0.192 | 141.25 | 129.4 | 1 |
| 2025Q2 | 2025-10-23 | -0.380 | 1.490 | -0.382 | 134.47 | 127.85 | 2 |
| 2025Q1 | 2025-07-24 | 0.250 | 2.160 | 0.254 | 132.45 | 122.38 | 2 |
| 2024Q4 | 2025-04-29 | 8.130 | 5.835 | 8.130 | 165.27 | 154.52 | 2 |
| 2024Q3 | 2025-01-28 | 2.450 | 1.955 | 2.450 | 138.63 | 131.79 | 2 |
| 2024Q2 | 2024-10-25 | 3.990 | 1.990 | 3.988 | 131.41 | 139.52 | 1 |
| 2024Q1 | 2024-07-26 | 1.790 | - | 1.787 | 129.53 | 141 | - |
| 2023Q4 | 2024-05-02 | 6.090 | 4.350 | 5.903 | 159.27 | 149 | 1 |
| 2023Q3 | 2024-01-19 | 2.840 | 1.880 | 2.844 | 137.75 | 130.58 | 2 |
| 2023Q2 | 2023-10-20 | 2.710 | 1.770 | 2.708 | 136.88 | 135.8 | 3 |
| 2023Q1 | 2023-07-21 | 1.620 | 0.633 | 1.619 | 139.32 | 135.81 | 3 |
| 2022Q4 | 2023-05-04 | 1.970 | 1.603 | 4.115 | 160.84 | 145.89 | 3 |
| 2022Q3 | 2023-01-26 | 0.980 | 0.550 | 0.983 | 146.5 | 151.44 | 3 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2017FY | 7.688 | 7.343 | 5.993 | 548.71 | 543.86 |
| 2018FY | 8.030 | 7.403 | 8.215 | 544.54 | 534.17 |
| 2019FY | 6.590 | 4.928 | 3.541 | 590.14 | 590.19 |
| 2020FY | 13.230 | 11.395 | 13.232 | 525.53 | 530.74 |
| 2021FY | 8.470 | 11.540 | 8.473 | 582.39 | 580.42 |
| 2022FY | 1.180 | 0.307 | 3.599 | 616.55 | 588.43 |
| 2023FY | 13.190 | 11.490 | 13.195 | 573.21 | 563 |
| 2024FY | 16.300 | 14.005 | 16.205 | 564.84 | 538.31 |
| 2025FY | 6.970 | 7.070 | 7.040 | 585.74 | 576.5 |
| 2026FY | - | 13.740 | - | - | 603.4 |
| 2027FY | - | 15.140 | - | - | 641.5 |
| 2028FY | - | 17.440 | - | - | 681.7 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q3 | S | 2026-10-23 | 1 | 0 | 1 | 145.4 | 145.4 | 145.4 |
| 2026Q3 | S | 2026-10-07 | 1 | 0 | 0 | 149.7 | 149.7 | 149.7 |
| 2026Q3 | S | 2026-07-24 | 1 | 0 | 1 | 149.7 | 149.7 | 149.7 |
| 2026Q3 | S | 2026-04-30 | 1 | 0 | 0 | 153.8 | 153.8 | 153.8 |
| 2026Q3 | S | 2026-04-12 | 1 | 0 | 0 | 152.5 | 152.5 | 152.5 |
| 2026Q3 | S | 2026-01-27 | 1 | 1 | 0 | 152.5 | 152.5 | 152.5 |
| 2026Q3 | S | 2026-01-07 | 1 | 0 | 0 | 138.4 | 138.4 | 138.4 |
| 2026Q3 | S | 2026-01-06 | 1 | 0 | 0 | 139.7 | 139.7 | 139.7 |
| 2026Q3 | S | 2026-01-01 | 1 | 0 | 1 | 139.7 | 139.7 | 139.7 |
| 2026Q3 | S | 2025-11-11 | 2 | 0 | 1 | 138.9 | 138.09 | 139.7 |
| 2026Q3 | S | 2025-11-10 | 2 | 0 | 1 | 138.9 | 138.09 | 139.7 |
| 2026Q3 | S | 2025-11-09 | 2 | 0 | 1 | 138.9 | 138.09 | 139.7 |
| 2026Q3 | S | 2025-11-08 | 2 | 0 | 1 | 138.9 | 138.09 | 139.7 |
| 2026Q3 | S | 2025-11-07 | 2 | 0 | 1 | 138.9 | 138.09 | 139.7 |
Estimate history
| EPS, annual | 5.993 | 8.215 | 3.541 | 13.232 | 8.473 | 3.599 | 13.195 | 16.205 | 6.882 | 10.7607 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 3.988 | 2.45 | 8.13 | 0.254 | -0.382 | -0.192 | 7.699 | 1.333 | 1.921 | |
| Period | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
| Sales, annual | 502.668 | 544.543 | 590.029 | 525.533 | 582.388 | 616.545 | 573.213 | 564.171 | 585.167 | 597.24 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 131.41 | 138.633 | 165.272 | 132.452 | 134.466 | 141.252 | 177.573 | 139.209 | 139.207 | |
| Period | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
| Shares, annual | 9.119 | 9.284 | 7.808 | 6.805 | 6.348 | 6.231 | 5.939 | 5.374 | 4.657 | 4.524 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 5.77 | 5.788 | 5.374 | 5.443 | 5.066 | 4.939 | 4.657 | 4.659 | 4.524 | |
| Period | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 597.24 | 585.17 | 564.17 | 573.21 | 616.55 | 582.39 | 525.53 | 590.03 | 544.54 |
| Total Expenses | 483.57 | 490.48 | 410.15 | 425.57 | 538.94 | 483.38 | 388.43 | 529.22 | 436.73 |
| Operating Income | 113.67 | 94.69 | 154.02 | 147.64 | 77.61 | 99.00 | 137.10 | 60.81 | 107.81 |
| Unusual Expense | 0.00 | 3.70 | -0.98 | 0.00 | 0.00 | 0.00 | - | - | - |
| Net Income Before Taxes | 65.13 | 45.24 | 111.31 | 99.41 | 27.15 | 65.58 | 111.40 | 34.91 | 89.88 |
| Income Taxes | 14.65 | 10.66 | 22.07 | 22.06 | 5.91 | 11.66 | 23.12 | 6.75 | 15.98 |
| Consolidated Net Income | 50.48 | 34.59 | 89.24 | 77.35 | 21.23 | 53.92 | 88.28 | 28.16 | 73.90 |
| Net Income From Continuing Operations | 50.48 | 34.59 | 89.24 | 77.35 | 21.23 | 53.92 | 88.28 | 28.16 | 73.90 |
| Net Income | 50.48 | 34.59 | 89.24 | 77.35 | 21.23 | 53.92 | 88.28 | 28.16 | 75.61 |
| EPS (Recurring) | 11.07 | 7.40 | 16.08 | 13.19 | 3.60 | 8.47 | 13.23 | 3.54 | 8.21 |
| EPS (Basic, Before Extraordinaries) | 10.98 | 7.00 | 16.45 | 13.45 | 3.69 | 8.88 | 13.59 | 3.66 | 8.41 |
| EPS (Diluted) | 10.76 | 6.88 | 16.21 | 13.19 | 3.60 | 8.47 | 13.23 | 3.54 | 8.21 |
| 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 | 14.19 | 15.28 | -15.55 | -1.33 | 7.15 | 12.84 | 14.08 | 21.14 | 13.93 |
| Price To Earnings Ratio | 13.00 | 13.00 | 8.96 | 12.85 | 25.04 | 22.78 | 9.95 | 16.12 | 39.35 |
| Price To Sales Ratio | 1.30 | 1.16 | 1.24 | 1.48 | 0.80 | 2.10 | 1.65 | 0.74 | 1.98 |
| Gross Margin | 98.54 | 98.46 | 98.20 | 98.10 | 98.23 | 98.00 | 97.64 | 97.94 | 98.51 |
| Operating Margin | 19.03 | 16.18 | 27.30 | 25.76 | 12.59 | 17.00 | 26.09 | 10.31 | 19.80 |
| Net Margin | 8.45 | 5.91 | 15.82 | 13.49 | 3.44 | 9.26 | 16.80 | 4.77 | 13.89 |
| Shares Outstanding | 4.52 | 4.66 | 5.37 | 5.94 | 6.23 | 6.35 | 6.81 | 7.81 | 9.28 |
| Market Capitalization | 629.73 | 629.73 | 727.24 | 881.52 | 518.78 | 1,255.82 | 882.98 | 433.17 | 1,127.14 |
Income statement, quarterly
| Metric | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 | 2024Q3 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 139.21 | 139.21 | 177.57 | 141.25 | 134.47 | 132.45 | 165.27 | 138.63 |
| Total Expenses | 115.89 | 119.89 | 118.31 | 129.48 | 121.81 | 120.88 | 98.96 | 111.33 |
| Operating Income | 23.32 | 19.32 | 59.26 | 11.77 | 12.66 | 11.58 | 66.31 | 27.31 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 3.70 | 0.04 | 0.18 | 0.05 |
| Net Income Before Taxes | 11.67 | 7.90 | 46.57 | -1.01 | -1.69 | 1.95 | 55.12 | 16.01 |
| Income Taxes | 2.91 | 1.79 | 10.04 | -0.10 | 0.26 | 0.60 | 10.84 | 2.62 |
| Consolidated Net Income | 8.75 | 6.11 | 36.53 | -0.91 | -1.95 | 1.34 | 44.28 | 13.39 |
| Net Income From Continuing Operations | 8.75 | 6.11 | 36.53 | -0.91 | -1.95 | 1.34 | 44.28 | 13.39 |
| Net Income | 8.75 | 6.11 | 36.53 | -0.91 | -1.95 | 1.34 | 44.28 | 13.39 |
| EPS (Recurring) | 1.92 | 1.33 | 7.70 | -0.19 | 0.13 | 0.26 | 8.15 | 2.46 |
| EPS (Basic, Before Extraordinaries) | 1.97 | 1.36 | 7.84 | -0.19 | -0.38 | 0.26 | 8.24 | 2.46 |
| EPS (Diluted) | 1.92 | 1.33 | 7.70 | -0.19 | -0.38 | 0.25 | 8.13 | 2.45 |
| 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 | 2.27 | 4.12 | 3.76 | 4.05 | 4.78 | 2.45 | -0.89 | 0.07 |
| Price To Earnings Ratio | 13.00 | 30.33 | 17.29 | 13.43 | 11.41 | 10.10 | 8.96 | 7.74 |
| Price To Sales Ratio | 1.30 | 1.73 | 1.09 | 1.17 | 1.51 | 1.54 | 1.22 | 1.10 |
| Gross Margin | 98.46 | 98.41 | 98.77 | 98.45 | 98.32 | 98.23 | 98.53 | 98.20 |
| Operating Margin | 16.75 | 13.88 | 33.37 | 8.33 | 9.41 | 8.74 | 40.12 | 19.70 |
| Net Margin | 6.29 | 4.39 | 20.57 | -0.65 | -1.45 | 1.01 | 26.79 | 9.66 |
| Shares Outstanding | 4.52 | 4.66 | 4.66 | 4.94 | 5.07 | 5.44 | 5.37 | 5.79 |
| Market Capitalization | 629.73 | 1,038.64 | 666.68 | 707.30 | 921.10 | 876.34 | 727.24 | 646.48 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 29.37 | 9.73 | 11.84 | 16.51 | 19.24 | 15.75 | 11.62 | 9.34 | 6.97 |
| Short Term Receivables | 2.42 | 0.00 | 3.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investment Securities | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Securities In Custody | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investments | 841.88 | 812.97 | 847.44 | 887.79 | 985.52 | 733.66 | 804.40 | 755.62 | 679.15 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 88.96 | 96.00 | 102.40 | 105.22 | 110.72 | 116.40 | 126.45 | 25.42 | 22.79 |
| Deferred Tax Assets | 75.01 | 67.60 | 70.46 | 81.60 | 84.92 | 69.62 | 73.50 | 40.77 | 34.24 |
| Other Intangible Assets | 50.25 | 55.64 | 60.64 | 66.08 | 63.03 | 63.47 | 64.36 | 40.77 | 111.90 |
| Total Assets | 1,087.89 | 1,041.94 | 1,095.87 | 1,157.19 | 1,263.42 | 998.90 | 1,080.32 | 871.93 | 855.05 |
| Total Debt | 661.19 | 525.56 | 577.95 | 679.00 | 779.85 | 496.73 | 553.86 | 251.94 | 244.90 |
| Long Term Debt | 639.39 | 502.60 | 555.35 | 655.84 | 755.65 | 471.03 | 531.48 | 251.94 | 244.90 |
| 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 | 33.77 | 33.45 | 39.52 | 39.88 | 45.12 | 44.63 | 50.24 | 16.94 | 14.06 |
| Other Liabilities | 41.92 | 45.94 | 53.97 | 53.09 | 65.43 | 52.62 | 64.26 | 50.93 | 54.98 |
| Total Liabilities | 736.89 | 604.95 | 671.44 | 771.97 | 890.39 | 593.97 | 668.36 | 319.81 | 313.94 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 351.01 | 436.99 | 424.43 | 385.23 | 373.02 | 404.93 | 411.96 | 552.12 | 541.11 |
| Total Shareholders Equity | 351.01 | 436.99 | 424.43 | 385.23 | 373.02 | 404.93 | 411.96 | 552.12 | 541.11 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 351.01 | 436.99 | 424.43 | 385.23 | 373.02 | 404.93 | 411.96 | 552.12 | 541.11 |
| Total Liabilities & Stockholders Equity | 1,087.89 | 1,041.94 | 1,095.87 | 1,157.19 | 1,263.42 | 998.90 | 1,080.32 | 871.93 | 855.05 |
| Book Value Per Share | 75.38 | 81.32 | 71.47 | 61.82 | 58.76 | 59.50 | 52.76 | 59.47 | 59.34 |
| Tangible Book Value Per Share | 72.89 | 78.57 | 68.36 | 58.19 | 54.49 | 54.96 | 48.69 | 57.06 | 57.84 |
| Full-Time Employees | 2,907 | 2,838 | 2,872 | 3,075 | 3,121 | 3,175 | 3,744 | 3,624 | 3,419 |
| Price to Book Ratio | 1.81 | 1.71 | 2.16 | 1.35 | 3.26 | 2.18 | 1.03 | 2.01 | 1.91 |
| Return on Assets | 3.25 | 8.35 | 6.87 | 1.75 | 4.77 | 8.49 | 2.88 | 8.56 | 5.93 |
| Return on Equity | 8.75 | 20.72 | 19.11 | 5.60 | 13.86 | 21.61 | 5.84 | 13.52 | 9.80 |
| Return on Invested Capital | 3.49 | 9.50 | 7.89 | 2.04 | 4.78 | 10.08 | 2.98 | 9.40 | 6.83 |
| Quick Ratio | 0.53 | 0.15 | 0.19 | 0.22 | 0.21 | 0.20 | 0.13 | 0.18 | 0.23 |
| Current Ratio | 0.53 | 0.15 | 0.19 | 0.22 | 0.21 | 0.20 | 0.13 | 0.18 | 0.23 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 264.99 | 261.45 | 261.21 | 267.08 | 313.03 | 276.86 | 216.04 | 252.68 | 246.84 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 18.02 | -2.09 | -7.04 | -1.29 | -21.48 | 4.62 | -16.48 | 4.73 | -2.18 |
| Income Taxes Payable | 5.69 | -2.64 | 3.31 | -5.62 | -4.85 | -4.19 | 6.61 | -6.58 | -2.55 |
| Cash from Operating Activities | 283.02 | 259.36 | 254.16 | 265.78 | 291.55 | 281.48 | 199.56 | 257.41 | 244.66 |
| Capital Expenditures | -4.54 | -3.88 | -3.68 | -5.93 | -5.83 | -7.30 | -16.25 | -11.28 | -20.03 |
| Net Assets From Acquisitions | -3.52 | 0.00 | -18.95 | -1.98 | -23.13 | -9.63 | -15.21 | -61.56 | -33.92 |
| Sale of Fixed Assets and Businesses | 0.55 | 0.79 | 0.55 | 0.35 | 0.53 | 1.35 | 3.16 | 0.28 | 37.96 |
| Purchase or Sale of Investments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase of Investments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale Or Maturity of Investments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Uses | -3.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.45 | 0.00 | 0.00 |
| Cash from Investing Activities | -195.73 | -232.88 | -152.75 | -135.14 | -180.58 | -460.92 | -55.20 | -256.03 | -206.97 |
| Cash Dividends Paid | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -76.04 | -129.68 | -51.84 | -33.34 | -13.66 | -98.33 | -90.18 | -192.79 | -68.52 |
| Repurchase of Common Pref Stock | -79.99 | -132.42 | -54.20 | -36.20 | -14.31 | -111.14 | -102.45 | -197.40 | -74.52 |
| Sale of Common Pref Stock | 3.95 | 2.74 | 2.36 | 2.87 | 0.65 | 12.81 | 12.27 | 4.61 | 6.00 |
| 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 | 7.16 | 131.97 | -49.01 | -99.15 | -97.50 | 286.34 | -46.88 | 198.17 | 6.80 |
| Change in Long Term Debt | 7.16 | 131.97 | -49.01 | -99.15 | -97.50 | 286.34 | -46.88 | 198.17 | 6.80 |
| Issuance of Long Term Debt | 876.98 | 997.93 | 416.55 | 305.08 | 312.68 | 815.32 | 310.20 | 539.70 | 364.05 |
| Reduction of Long Term Debt | -869.82 | -865.96 | -465.56 | -404.24 | -410.18 | -528.97 | -357.08 | -341.53 | -357.25 |
| Net Financing Active Other Cash Flow | -5.92 | -9.06 | -2.68 | -2.82 | -2.54 | -5.07 | -3.17 | -4.48 | -1.39 |
| Other Financing Activities Uses | -5.92 | -9.06 | -2.68 | -2.82 | -2.54 | -5.07 | -3.17 | -4.48 | -1.39 |
| Cash from Financing Activities | -74.86 | -6.83 | -103.52 | -135.32 | -113.70 | 182.93 | -140.23 | 0.91 | -63.12 |
| Exchange Rate Effect | - | - | - | - | - | - | 0.00 | 0.00 | 2.67 |
| Net Change in Cash | 12.43 | 19.64 | -2.11 | -4.67 | -2.73 | 3.49 | 4.13 | 2.28 | -22.75 |
| Free Cash Flow | 278.48 | 255.48 | 250.48 | 259.85 | 285.73 | 275.41 | 187.88 | 246.13 | 234.86 |
| 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 | 2.80 | 2.66 | 2.78 | 3.27 | 1.72 | 4.43 | 4.61 | 1.76 | 4.59 |
Balance sheet, quarterly
| Metric | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 27.31 | 27.98 | 29.37 | 42.21 | 14.88 | 8.13 |
| Short Term Receivables | 5.89 | 7.79 | 2.42 | 16.37 | 11.57 | 7.63 |
| Investments | 855.78 | 844.72 | 841.88 | 913.09 | 858.58 | 829.10 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 92.63 | 90.00 | 88.96 | 90.12 | 91.52 | 93.71 |
| Deferred Tax Assets | 38.18 | 37.11 | 75.01 | 32.11 | 32.50 | 29.13 |
| Other Intangible Assets | 64.10 | 71.44 | 50.25 | 48.48 | 53.32 | 56.36 |
| Total Assets | 1,083.89 | 1,079.04 | 1,087.89 | 1,142.38 | 1,062.36 | 1,024.06 |
| Total Debt | 670.17 | 648.07 | 661.19 | 751.93 | 660.08 | 548.82 |
| Long Term Debt | 658.23 | 631.01 | 639.39 | 745.91 | 648.24 | 531.36 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | - | - | 33.77 | - | - | - |
| Other Liabilities | 64.88 | 68.79 | 41.92 | 38.85 | 36.63 | 47.38 |
| Total Liabilities | 735.05 | 716.86 | 736.89 | 790.78 | 696.72 | 596.21 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 348.84 | 362.18 | 351.01 | 351.60 | 365.65 | 427.85 |
| Total Shareholders Equity | 348.84 | 362.18 | 351.01 | 351.60 | 365.65 | 427.85 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 348.84 | 362.18 | 351.01 | 351.60 | 365.65 | 427.85 |
| Total Liabilities & Stockholders Equity | 1,083.89 | 1,079.04 | 1,087.89 | 1,142.38 | 1,062.36 | 1,024.06 |
| Book Value Per Share | 77.11 | 77.74 | 75.38 | 71.19 | 72.18 | 78.60 |
| Tangible Book Value Per Share | 74.88 | 75.42 | 72.89 | 68.69 | 69.59 | 76.04 |
| Full-Time Employees | - | - | 2,907 | - | - | - |
| Price to Book Ratio | 1.81 | 2.97 | 1.90 | 1.95 | 2.15 | 2.02 |
| Return on Assets | 4.70 | 3.78 | 3.29 | 3.80 | 5.41 | 7.83 |
| Return on Equity | 14.13 | 10.07 | 8.86 | 10.97 | 14.57 | 19.08 |
| Return on Invested Capital | 0.87 | 0.61 | 3.69 | -0.08 | -0.19 | 0.14 |
| Quick Ratio | 0.45 | 0.43 | 0.53 | 1.31 | 0.55 | 0.24 |
| Current Ratio | 0.45 | 0.43 | 0.53 | 1.31 | 0.55 | 0.24 |
Cash flow, quarterly
| Metric | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 |
|---|---|---|---|---|---|---|
| Funds from Operations | 59.88 | 63.98 | 84.04 | 57.10 | 57.77 | 62.53 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 6.20 | 0.39 | 10.57 | 0.87 | -9.14 | -4.38 |
| Income Taxes Payable | 1.91 | -5.37 | 13.95 | -4.80 | -3.94 | -7.85 |
| Cash from Operating Activities | 66.07 | 64.37 | 94.60 | 57.97 | 48.63 | 58.15 |
| Capital Expenditures | -1.34 | -1.27 | -1.12 | -0.81 | -0.92 | -1.04 |
| Net Assets From Acquisitions | -1.23 | -2.29 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.17 | 0.24 | 0.07 | 0.07 | 0.17 | 0.48 |
| Purchase or Sale of Investments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase of Investments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale Or Maturity of Investments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Uses | -2.38 | -1.18 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -61.24 | -51.01 | 21.32 | -104.80 | -81.14 | -68.27 |
| Cash Dividends Paid | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -24.55 | 1.13 | -37.78 | -14.84 | -65.65 | -11.40 |
| Repurchase of Common Pref Stock | -25.00 | -2.17 | -37.83 | -14.99 | -66.63 | -12.97 |
| Sale of Common Pref Stock | 0.46 | 3.30 | 0.05 | 0.15 | 0.98 | 1.57 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 19.26 | -14.61 | -90.12 | 92.62 | 104.92 | 24.54 |
| Change in Long Term Debt | 19.26 | -14.61 | -90.12 | 92.62 | 104.92 | 24.54 |
| Issuance of Long Term Debt | 161.29 | 139.70 | 268.37 | 307.63 | 330.05 | 91.89 |
| Reduction of Long Term Debt | -142.03 | -154.31 | -358.48 | -215.00 | -225.13 | -67.35 |
| Net Financing Active Other Cash Flow | -0.22 | -1.27 | -0.81 | -3.62 | 0.00 | -4.63 |
| Other Financing Activities Uses | -0.22 | -1.27 | -0.81 | -3.62 | 0.00 | -4.63 |
| Cash from Financing Activities | -5.50 | -14.75 | -128.77 | 74.16 | 39.27 | 8.51 |
| Net Change in Cash | -0.67 | -1.40 | -12.84 | 27.33 | 6.76 | -1.60 |
| Free Cash Flow | 64.73 | 63.09 | 93.49 | 57.16 | 47.71 | 57.11 |
| Price to Free Cash Flow | 2.80 | 3.92 | 2.51 | 2.65 | 3.37 | 3.36 |
Revenue breakdown
| Personal Credit Institutions | 2024: 564.17M 2025: 585.17M |
|---|---|
| United States | 2024: 564.17M 2025: 585.17M |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 10.49% | 0.4M | 3.7M | 67.86K |
| 2026-10-15 | 10.00% | 0.4M | 3.8M | 86.09K |
| 2026-09-30 | 10.42% | 0.4M | 3.8M | 97.58K |
| 2026-09-15 | 10.99% | 0.4M | 3.8M | 105.03K |
| 2026-08-31 | 12.17% | 0.5M | 3.8M | 118.06K |
| 2026-08-14 | 12.74% | 0.5M | 3.8M | 131.93K |
| 2026-07-31 | 13.46% | 0.5M | 3.8M | 144.17K |
| 2026-07-15 | 15.76% | 0.6M | 3.7M | 145.39K |
| 2026-06-30 | 15.30% | 0.6M | 3.8M | 147.68K |
| 2026-06-15 | 14.53% | 0.5M | 3.8M | 158.38K |
| 2026-05-29 | 14.02% | 0.5M | 3.8M | 163.49K |
| 2026-05-15 | 13.21% | 0.5M | 4.0M | 157.50K |
| 2026-04-30 | 12.74% | 0.5M | 4.0M | 143.90K |
| 2026-04-15 | 11.26% | 0.4M | 4.0M | 131.93K |
| 2026-03-31 | 10.83% | 0.4M | 4.0M | 124.85K |
| 2026-03-13 | 8.72% | 0.3M | 4.0M | 114.45K |
| 2026-02-27 | 7.55% | 0.3M | 4.0M | 103.29K |
| 2026-02-13 | 6.75% | 0.3M | 4.0M | 98.36K |
| 2026-01-30 | 5.77% | 0.2M | 4.1M | 96.29K |
| 2026-01-15 | 6.74% | 0.3M | 4.1M | 88.49K |
Option chain
expiry 2026-11-11| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | ||||||||||
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-05 | SEC |
| 2026-11-09 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-03 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-02 | SEC |
| 2026-11-02 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-29 | SEC |
| 2026-10-30 | SCHEDULE 13D/A | SEC | ||
| 2026-10-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-28 | SEC |
| 2026-10-29 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-23 | 8-K | Current report | 2026-10-23 | SEC |
| 2026-09-25 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-24 | SEC |
| 2026-09-21 | 8-K | Current report | 2026-09-17 | SEC |
| 2026-08-19 | 8-K | Current report | 2026-08-19 | SEC |
| 2026-08-18 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-14 | SEC |
| 2026-08-18 | SCHEDULE 13D/A | SEC | ||
| 2026-08-13 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-12 | SEC |
| 2026-08-13 | 8-K | Current report | 2026-08-13 | SEC |
| 2026-08-12 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-11 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-10 | SEC |
| 2026-08-10 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-06 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-08-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-03 | SEC |
| 2026-08-03 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-07-31 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-30 | SEC |
| 2026-07-30 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-07-24 | 8-K | Current report | 2026-07-24 | SEC |
| 2026-07-22 | DEF 14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | 2026-03-31 | SEC |
| 2026-07-22 | ARS | Annual report to security holders. | 2026-03-31 | SEC |
| 2026-07-07 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-02 | SEC |
| 2026-07-07 | SCHEDULE 13D/A | SEC | ||
| 2026-07-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-29 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 14.88K | 1 |
| 2026-10 | 0 | 0 | 15.67M | 2 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 25.64M | 4 |
| 2026-07 | 0 | 0 | 372.00K | 1 |
| 2026-06 | 0 | 0 | 1.11M | 5 |
| 2026-05 | 0 | 0 | 14.40K | 1 |
| 2026-04 | 0 | 0 | 28.80K | 1 |
| 2026-03 | 0 | 0 | 141.88K | 1 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 1.93M | 4 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| Prescott General Partners LLC | 32.59% |
| BlackRock, Inc. | 9.64% |
| DIMENSIONAL FUND ADVISORS LP | 4.57% |
| AQR CAPITAL MANAGEMENT LLC | 4.34% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2.44% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.41% |
| STATE STREET CORP | 2.29% |
| JPMORGAN CHASE & CO | 2.10% |
| BNP PARIBAS FINANCIAL MARKETS | 2.07% |
| UBS Group AG | 2.06% |
Funds
| Fund | % owned |
|---|---|
| iShares Core S&P Small-Cap ETF | 3.51% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 1.68% |
| Avantis U.S. Small Cap Value ETF | 1.61% |
| iShares Russell 2000 ETF | 1.44% |
| U.S. SMALL CAP PORTFOLIO | 0.81% |
| U.S. MICRO CAP PORTFOLIO | 0.76% |
| VANGUARD EXTENDED MARKET INDEX FUND | 0.67% |
| PIMCO RAE US Small Fund | 0.64% |
| U.S. Targeted Value Portfolio | 0.62% |
| Schwab Fundamental U.S. Small Company ETF | 0.59% |
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