BAH Booz Allen Hamilton Holding Corporation Common Stock

NYSE · Professional Services · View on SEC EDGAR ↗
$75.93
Price · Aug 18, 2026
Fundamentals as of Jul 24, 2026

BAH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$75.93
Market Cap
$9.14B
P/E (TTM)
11.0
EPS (TTM)
$6.90
Revenue (TTM)
$11.22B
Div Yield
3.0%
ROE
81.0%
Debt/Equity
3.6
52W Range
$60 – $112

BAH Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $11.22B
10-point trend, +93.1%
2017-03-31 2026-03-31
EPS $6.90
10-point trend, +301.2%
2017-03-31 2026-03-31
Free Cash Flow $951M
10-point trend, +189.6%
2017-03-31 2026-03-31
Margins 7.6%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
BAH
Peer Median
P/E (TTM)
5-point trend, -55.7%
11.0
19.6
P/S (TTM)
5-point trend, -39.9%
0.8
1.0
P/B
5-point trend, -23.7%
8.3
3.1
EV / EBITDA
5-point trend, -36.3%
10.3
Price / FCF
5-point trend, -44.3%
9.6

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
BAH
Peer Median
Operating Margin
5-point trend, +12.5%
9.2%
Net Profit Margin
5-point trend, +36.0%
7.6%
4.3%
ROA
5-point trend, +45.6%
11.8%
6.0%
ROE
5-point trend, +79.6%
81.0%
13.2%
ROIC
5-point trend, +46.9%
20.2%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
BAH
Peer Median
Debt / Equity
5-point trend, +33.2%
3.6
Current Ratio
5-point trend, +11.7%
1.8
1.7
Quick Ratio
5-point trend, +11.0%
1.7

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
BAH
Peer Median
Revenue YoY
5-point trend, +34.1%
-6.4%
Revenue CAGR 3Y
5-point trend, +34.1%
6.6%
Revenue CAGR 5Y
5-point trend, +34.1%
7.4%
EPS YoY
5-point trend, +100.6%
-4.8%
Net Income YoY
5-point trend, +82.3%
-9.0%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
BAH
Peer Median
EPS (Diluted)
5-point trend, +100.6%
$6.90

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
BAH
Peer Median
Payout Ratio
5-point trend, -27.6%
32.4%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
3.0%
Payout Ratio
32.4%
5Y Div CAGR
Ex-dateAmount
Aug. 14, 2026$0.5900
June 10, 2026$0.5900
Feb. 13, 2026$0.5900
Nov. 14, 2025$0.5500
Aug. 14, 2025$0.5500
June 11, 2025$0.5500
Feb. 14, 2025$0.5500
Nov. 15, 2024$0.5100
Aug. 14, 2024$0.5100
June 13, 2024$0.5100
Feb. 9, 2024$0.5100
Nov. 14, 2023$0.4700
Aug. 14, 2023$0.4700
June 14, 2023$0.4700
Feb. 9, 2023$0.4700
Nov. 14, 2022$0.4300
Aug. 12, 2022$0.4300
June 14, 2022$0.4300
Feb. 10, 2022$0.4300
Nov. 12, 2021$0.3700

BAH Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

HOLD 23 analysts
  • Strong Buy 2 8.7%
  • Buy 1 4.3%
  • Hold 11 47.8%
  • Sell 8 34.8%
  • Strong Sell 1 4.3%

12-Month Price Target

12 analysts · 2026-08-17
Median target $79.00 +4.0%
Mean target $85.58 +12.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.20%
Period EPS Actual EPS Est Surprise
Dec. 31, 2026 $1.78 $1.35
June 30, 2026 $1.81 $1.51 0.30%
March 31, 2026 $1.78 $1.35 0.43%
Dec. 31, 2025 $1.77 $1.30 0.47%
Sept. 30, 2025 $1.49 $1.53 -0.04%
June 30, 2025 $1.48 $1.46 0.02%
March 31, 2025 $1.61 $1.61 0.00%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
BAH $9.39B 11.3 -6.4% 7.6% 81.0%
J $17.61B 62.1 4.6% 2.4% 7.1% 24.8%
ULS $15.85B 49.3 6.4% 10.7% 30.0%
TRU $16.50B 37.0 9.4% 10.0% 10.5%
J $17.61B 62.1 4.6% 2.4% 7.1% 24.8%
CACI $10.24B 19.2 10.9% 5.6% 12.5%
PL -31.2 25.9%
MBGL
SAIC $4.48B 13.2 -2.9% 4.9% 23.3%
ANDG 14.6% -0.28% 3.5%
AMTM $6.32B 96.1 71.6% 0.46% 1.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 15
Annual Income Statement data for BAH
Metric Trend 2026202520242023202220212020201920182017
Revenue 10-point trend, +93.1% $11.22B $11.98B $10.66B $9.26B $8.36B $7.86B $7.46B $6.70B $6.17B $5.81B
Cost of Revenue 10-point trend, +98.0% $5.30B $5.42B $4.92B $4.30B $3.90B $3.66B $3.38B $3.10B $2.87B $2.68B
SG&A Expense 10-point trend, +55.5% $1.27B $1.25B $1.28B $1.53B $1.16B $1.04B $1.04B $928M $856M $814M
Operating Expenses 10-point trend, +92.0% $10.18B $10.61B $9.65B $8.81B $7.68B $7.10B $6.79B $6.10B $5.65B $5.30B
Operating Income 10-point trend, +104.1% $1.03B $1.37B $1.01B $447M $685M $754M $669M $602M $520M $506M
Interest Expense 8-point trend, +177.5% · · $173M $120M $92M $81M $97M $90M $82M $62M
Other Non-op 10-point trend, +172.0% $13M $17M $-13M $31M $11M $-11M $7M $3M $-7M $-18M
Pretax Income 10-point trend, +102.5% $862M $1.22B $854M $368M $604M $662M $579M $515M $430M $426M
Income Tax 10-point trend, -93.3% $11M $284M $248M $97M $137M $53M $97M $97M $128M $165M
Net Income 10-point trend, +226.3% $851M $935M $606M $272M $467M $609M $483M $419M $302M $261M
EPS (Basic) 10-point trend, +297.7% $6.92 $7.28 $4.61 $2.04 $3.46 $4.40 $3.43 $2.94 $2.05 $1.74
EPS (Diluted) 10-point trend, +301.2% $6.90 $7.25 $4.59 $2.03 $3.44 $4.37 $3.41 $2.91 $2.03 $1.72
Shares (Basic) 10-point trend, -17.6% 122,071,669 127,763,166 130,366,501 132,161,646 134,134,034 137,722,589 140,059,494 141,910,799 145,964,574 148,218,968
Shares (Diluted) 10-point trend, -18.6% 122,375,151 128,290,417 130,815,903 132,716,436 134,850,808 138,703,220 141,238,135 143,156,176 147,750,022 150,274,640
EBITDA 10-point trend, +119.9% $1.20B $1.53B $1.18B $612M $831M $839M $750M $671M $585M $544M
Balance Sheet 27
Annual Balance Sheet data for BAH
Metric Trend 2026202520242023202220212020201920182017
Cash & Equivalents 10-point trend, +234.8% $728M $885M $554M $405M $696M $991M $742M $284M $287M $217M
Receivables 10-point trend, +108.0% $2.06B $2.27B $2.05B $1.77B $1.62B $1.41B $1.46B $1.33B $1.13B $992M
Prepaid Expense 10-point trend, +99.4% $170M $157M $138M $108M $127M $233M $127M $85M $71M $85M
Current Assets 10-point trend, +128.7% $2.96B $3.31B $2.74B $2.29B $2.45B $2.64B $2.33B $1.70B $1.49B $1.29B
PP&E (Net) 10-point trend, +22.9% $171M $177M $188M $195M $202M $205M $208M $172M $152M $139M
PP&E (Gross) 10-point trend, +8.2% $489M $458M $499M $489M $457M $440M $480M $496M $446M $452M
Accum. Depreciation 10-point trend, +1.6% $318M $281M $311M $294M $255M $235M $272M $323M $293M $313M
Goodwill 10-point trend, +52.7% $2.40B $2.40B $2.34B $2.34B $2.02B $1.58B $1.58B $1.58B $1.58B $1.57B
Intangibles 10-point trend, +87.2% $509M $563M $601M $686M $647M $307M $301M $287M $279M $272M
Other Non-current Assets 10-point trend, +644.5% $637M $344M $291M $282M $449M $531M $135M $92M $103M $86M
Total Assets 10-point trend, +111.0% $7.12B $7.31B $6.56B $6.55B $6.03B $5.50B $4.79B $3.83B $3.61B $3.37B
Accounts Payable 10-point trend, +80.3% $909M $987M $1.05B $1.32B $903M $667M $698M $665M $558M $504M
Accrued Liabilities 10-point trend, -85.1% $35M $33M $20M $719M $363M $295M $265M $247M $218M $235M
Current Liabilities 10-point trend, +51.0% $1.66B $1.85B $1.69B $1.90B $1.53B $1.29B $1.33B $1.18B $1.03B $1.10B
Capital Leases 8-point trend, +139000000.00 $139M $180M $182M $198M $247M $263M $270M $0 · ·
Deferred Tax 7-point trend, +0.00 · · · $0 $240M $364M $88M $33M $7M $0
Other Non-current Liabilities 10-point trend, +34.1% $290M $368M $293M $140M $147M $231M $244M $231M $241M $216M
Total Liabilities 10-point trend, +114.8% $6.01B $6.31B $5.52B $5.56B $4.98B $4.43B $3.94B $3.16B $3.04B $2.80B
Long-term Debt 10-point trend, +136.9% $3.94B $4.00B $3.41B $2.81B $2.80B $2.36B $2.19B $1.76B $1.82B $1.66B
Total Debt 10-point trend, +136.9% $3.94B $4.00B $3.41B $2.81B $2.80B $2.36B $2.19B $1.76B $1.82B $1.66B
Common Stock 10-point trend, +28.3% $2M $2M $2M $2M $2M $2M $2M $2M $2M $2M
Retained Earnings 10-point trend, +662.2% $3.64B $3.07B $2.40B $2.05B $2.02B $1.76B $1.33B $995M $691M $478M
Treasury Stock 10-point trend, +1814.0% $3.67B $3.08B $2.28B $1.86B $1.64B $1.22B $898M $711M $461M $192M
AOCI 10-point trend, -34.7% $-23M $-29M $10M $29M $9M $-30M $-46M $-11M $-15M $-17M
Stockholders' Equity 10-point trend, +88.9% $1.10B $1.00B $1.05B $992M $1.05B $1.07B $856M $675M $562M $585M
Liabilities + Equity 10-point trend, +111.0% $7.12B $7.31B $6.56B $6.55B $6.03B $5.50B $4.79B $3.83B $3.61B $3.37B
Shares Outstanding 10-point trend, -19.2% 120,341,320 124,879,004 129,643,123 131,637,588 132,584,348 162,950,606 138,719,921 140,027,853 143,446,539 148,887,708
Cash Flow 19
Annual Cash Flow data for BAH
Metric Trend 2026202520242023202220212020201920182017
D&A 10-point trend, +173.7% $163M $165M $164M $165M $146M $84M $81M $69M $65M $60M
Stock-based Comp 10-point trend, +224.7% $69M $94M $95M $80M $70M $60M $43M $31M $23M $21M
Deferred Tax 10-point trend, +67.0% $35M $-91M $-101M $-354M $-130M $232M $65M $23M $9M $21M
Amort. of Intangibles 10-point trend, +430.7% $95M $95M $93M $94M $76M $19M $22M $21M $21M $18M
Other Non-cash 10-point trend, -330.1% $-77M $-94M $-505M $439M $184M $-266M $-121M $-42M $-38M $33M
Operating Cash Flow 10-point trend, +172.3% $1.04B $1.01B $259M $603M $737M $719M $551M $500M $369M $382M
CapEx 10-point trend, +66.9% $90M $98M $67M $76M $80M $87M $128M $95M $78M $54M
Investing Cash Flow 10-point trend, +0.3% $-300M $-218M $-91M $-468M $-868M $-158M $-128M $-89M $-96M $-301M
Debt Issued 9-point trend, -36.8% · $644M $636M $415M $487M $691M $498M $102M $468M $1.02B
Net Debt Issued 9-point trend, -36.8% · $644M $636M $415M $487M $691M $498M $102M $468M $1.02B
Stock Issued 10-point trend, +612.7% $45M $38M $44M $25M $23M $19M $15M $11M $9M $6M
Stock Repurchased 10-point trend, +1184.7% $598M $812M $404M $224M $419M $313M $182M $253M $270M $47M
Net Stock Activity 10-point trend, -1274.5% $-553M $-779M $-375M $-199M $-395M $-294M $-167M $-242M $-261M $-40M
Dividends Paid 10-point trend, +197.0% $276M $268M $254M $236M $209M $181M $147M $114M $103M $93M
Financing Cash Flow 10-point trend, -1643.9% $-898M $-460M $-19M $-426M $-164M $-311M $35M $-413M $-203M $-51M
Net Change in Cash 10-point trend, -625.3% $-157M $331M $149M $-291M $-295M $249M $458M $-3M $70M $30M
Taxes Paid 10-point trend, +15.0% $103M $379M $336M $256M $127M $177M $110M $53M $128M $90M
Free Cash Flow 10-point trend, +189.6% $951M $911M $192M $527M $657M $631M $423M $405M $291M $328M
Levered FCF 8-point trend, -76.1% · · $69M $438M $585M $557M $343M $332M $233M $290M
Profitability 7
Annual Profitability data for BAH
Metric Trend 2026202520242023202220212020201920182017
Operating Margin 8-point trend, +2.4% 9.2% 11.4% 9.5% 4.8% 8.2% 9.6% 9.0% 9.0% · ·
Net Margin 8-point trend, +21.6% 7.6% 7.8% 5.7% 2.9% 5.6% 7.8% 6.5% 6.2% · ·
Pretax Margin 8-point trend, -0.1% 7.7% 10.2% 8.0% 4.0% 7.2% 8.4% 7.8% 7.7% · ·
EBITDA Margin 8-point trend, +6.5% 10.7% 12.8% 11.0% 6.6% 9.9% 10.7% 10.1% 10.0% · ·
ROA 10-point trend, +49.1% 11.8% 13.5% 9.2% 4.3% 8.1% 11.8% 11.2% 11.2% 8.8% 7.9%
ROE 10-point trend, +57.5% 81.0% 84.5% 59.4% 26.7% 45.1% 59.6% 54.5% 62.0% 53.5% 51.4%
ROIC 10-point trend, +52.3% 20.2% 21.0% 16.1% 8.7% 13.8% 20.2% 18.3% 20.1% 15.3% 13.3%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for BAH
Metric Trend 2026202520242023202220212020201920182017
Current Ratio 10-point trend, +51.5% 1.8 1.8 1.6 1.2 1.6 2.0 1.8 1.4 1.4 1.2
Quick Ratio 10-point trend, +52.9% 1.7 1.7 1.5 1.1 1.5 1.9 1.7 1.4 1.4 1.1
Debt / Equity 10-point trend, +23.0% 3.6 4.0 3.3 2.8 2.7 2.2 2.6 2.6 3.3 2.9
LT Debt / Equity 10-point trend, +38.4% 3.5 3.9 3.2 2.8 2.6 2.1 2.3 2.5 3.2 2.6
Interest Coverage 8-point trend, -24.6% · · 5.9 3.7 7.4 9.3 6.9 6.7 6.3 7.8
Efficiency 2
Annual Efficiency data for BAH
Metric Trend 2026202520242023202220212020201920182017
Asset Turnover 8-point trend, -13.7% 1.6 1.7 1.6 1.5 1.5 1.5 1.7 1.8 · ·
Receivables Turnover 8-point trend, -4.9% 5.2 5.5 5.6 5.4 5.5 5.5 5.4 5.4 · ·
Per Share 6
Annual Per Share data for BAH
Metric Trend 2026202520242023202220212020201920182017
Book Value / Share 9-point trend, +137.5% $9.18 $8.03 $8.07 $7.54 $7.89 $7.86 $6.17 $4.82 $3.87 ·
Revenue / Share 8-point trend, +95.7% $91.66 $93.38 $81.50 $69.76 $62.02 $56.66 $52.85 $46.83 · ·
Cash Flow / Share 10-point trend, +234.4% $8.51 $7.87 $1.98 $4.54 $5.46 $5.18 $3.90 $3.49 $2.50 $2.54
Cash / Share 9-point trend, +202.4% $6.05 $7.09 $4.28 $3.08 $5.25 $7.27 $5.35 $2.03 $2.00 ·
Dividend Paid / Share 9-point trend, +220.0% $2 $2 $2 $2 $2 $1 $1 $1 $1 ·
EPS (TTM) 10-point trend, +301.2% $6.90 $7.25 $4.59 $2.03 $3.44 $4.37 $3.41 $2.91 $2.03 $1.72
Growth Rates 10
Annual Growth Rates data for BAH
Metric Trend 2026202520242023202220212020201920182017
Revenue YoY 5-point trend, -199.2% -6.4% 12.4% 15.2% 10.7% 6.4% · · · · ·
Revenue CAGR 3Y 3-point trend, -38.3% 6.6% 12.7% 10.7% · · · · · · ·
Revenue CAGR 5Y 7.4% · · · · · · · · ·
EPS YoY 5-point trend, +77.3% -4.8% 58.0% 126.1% -41.0% -21.3% · · · · ·
EPS CAGR 3Y 3-point trend, +2951.5% 50.3% 28.2% 1.7% · · · · · · ·
EPS CAGR 5Y 9.6% · · · · · · · · ·
Net Income YoY 5-point trend, +61.5% -9.0% 54.3% 122.8% -41.7% -23.4% · · · · ·
Net Income CAGR 3Y 3-point trend, +29012.5% 46.3% 26.1% -0.16% · · · · · · ·
Net Income CAGR 5Y 6.9% · · · · · · · · ·
Dividend CAGR 5Y 8.8% · · · · · · · · ·
Valuation (TTM) 16
Annual Valuation (TTM) data for BAH
Metric Trend 2026202520242023202220212020201920182017
Revenue TTM 10-point trend, +93.1% $11.22B $11.98B $10.66B $9.26B $8.36B $7.86B $7.46B $6.70B $6.17B $5.81B
Net Income TTM 10-point trend, +226.3% $851M $935M $606M $272M $467M $609M $483M $419M $302M $261M
Market Cap 9-point trend, +69.1% $9.39B $13.06B $19.24B $12.20B $11.65B $10.97B $9.52B $8.14B $5.55B ·
Enterprise Value 9-point trend, +77.9% $12.60B $16.17B $22.10B $14.61B $13.75B $12.34B $10.97B $9.62B $7.09B ·
P/E 10-point trend, -45.0% 11.3 14.4 32.3 45.7 25.5 18.4 20.1 20.0 19.1 20.6
P/S 9-point trend, -7.1% 0.8 1.1 1.8 1.3 1.4 1.4 1.3 1.2 0.9 ·
P/B 9-point trend, -15.1% 8.5 13.0 18.4 12.3 11.1 10.2 11.1 12.1 10.0 ·
P / Cash Flow 9-point trend, -40.0% 9.0 12.9 74.3 20.2 15.8 15.3 17.3 16.3 15.0 ·
P / FCF 9-point trend, -48.3% 9.9 14.3 100.2 23.2 17.7 17.4 22.5 20.1 19.1 ·
EV / EBITDA 9-point trend, -13.0% 10.5 10.5 18.8 23.9 16.5 14.7 14.6 14.3 12.1 ·
EV / FCF 9-point trend, -45.6% 13.3 17.8 115.0 27.7 20.9 19.5 25.9 23.7 24.4 ·
EV / Revenue 9-point trend, -2.2% 1.1 1.4 2.1 1.6 1.6 1.6 1.5 1.4 1.1 ·
Dividend Yield 9-point trend, +58.1% 2.9% 2.1% 1.3% 1.9% 1.8% 1.7% 1.5% 1.4% 1.9% ·
Earnings Yield 10-point trend, +81.9% 8.8% 6.9% 3.1% 2.2% 3.9% 5.4% 5.0% 5.0% 5.2% 4.9%
Payout Ratio 10-point trend, -11.9% 32.4% 28.7% 41.8% 86.7% 44.8% 29.7% 30.4% 27.3% 33.9% 36.8%
Annual Payout 10-point trend, +197.0% $276M $268M $254M $236M $209M $181M $147M $114M $103M $93M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2026-03-312025-03-312024-03-312023-03-312022-03-31
Revenue $11.22B$11.98B$10.66B$9.26B$8.36B
Operating Margin % 9.2%11.4%9.5%4.8%8.2%
Net Income $851M$935M$606M$272M$467M
Diluted EPS $6.90$7.25$4.59$2.03$3.44
Balance Sheet
2026-03-312025-03-312024-03-312023-03-312022-03-31
Debt / Equity 3.64.03.32.82.7
Current Ratio 1.81.81.61.21.6
Quick Ratio 1.71.71.51.11.5
Cash Flow
2026-03-312025-03-312024-03-312023-03-312022-03-31
Free Cash Flow $951M$911M$192M$527M$657M

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Institutional owners (13F) 627 filers · $4.2B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
94 (+5 vs prior Q) 75 (-62 vs prior Q) 190 (+27 vs prior Q) 200 (-45 vs prior Q) +17.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $446,443,046 7,358,547 10.57% Shares
PRIMECAP MANAGEMENT CO/CA/ $388,145,061 6,397,644 9.19% Shares
VANGUARD CAPITAL MANAGEMENT LLC $327,950,350 5,405,478 7.76% Shares
STATE STREET CORP $233,660,252 3,851,331 5.53% Shares
FIRST TRUST ADVISORS LP $178,091,203 2,935,408 4.22% Shares
Black Creek Investment Management Inc. $173,791,945 2,864,545 4.11% Shares
GEODE CAPITAL MANAGEMENT, LLC $121,086,361 1,995,251 2.87% Shares
NORGES BANK $120,183,084 1,980,931 2.85% Shares
1832 Asset Management L.P. $113,232,425 1,866,366 2.68% Shares
Qube Research & Technologies Ltd $96,521,420 1,590,925 2.29% Shares
VAN ECK ASSOCIATES CORP $95,733,923 1,577,945 2.27% Shares
Freestone Grove Partners LP $95,255,783 1,570,064 2.26% Shares
EDMOND DE ROTHSCHILD HOLDING S.A. $89,490,252 1,475,033 2.12% Shares
DIMENSIONAL FUND ADVISORS LP $86,136,486 1,419,754 2.04% Shares
COATUE MANAGEMENT LLC $65,730,485 1,083,410 1.56% Shares
CAPTRUST FINANCIAL ADVISORS $62,118,571 1,023,876 1.47% Shares
BANK OF AMERICA CORP /DE/ $55,761,130 919,089 1.32% Shares
CITADEL ADVISORS LLC $54,731,378 902,116 1.30% Shares
CAUSEWAY CAPITAL MANAGEMENT LLC $51,567,484 849,966 1.22% Shares
Diamond Hill Capital Management, LLC (Investment Advisor) $51,325,364 845,976 1.22% Shares
VANGUARD FIDUCIARY TRUST CO $46,492,634 766,320 1.10% Shares
D'Orazio & Associates, Inc. $42,355,177 698,124 1.00% Shares
BNP PARIBAS FINANCIAL MARKETS $41,108,111 677,569 0.97% Shares
ALLIANCEBERNSTEIN L.P. $40,376,077 517,443 0.96% Shares
GOLDMAN SACHS GROUP INC $38,004,295 626,410 0.90% Shares
Balyasny Asset Management L.P. $33,862,293 558,139 0.80% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $28,417,341 336,858 0.67% Shares
Rathbones Group PLC $27,697,675 456,530 0.66% Shares
LAZARD ASSET MANAGEMENT LLC $23,545,097 388,085 0.56% Shares
Point72 Asset Management, L.P. $23,155,252 381,659 0.55% Shares
Grantham, Mayo, Van Otterloo & Co. LLC $23,062,609 380,132 0.55% Shares
BlackRock, Inc. $21,870,868 360,489 0.52% Shares
Trexquant Investment LP $21,814,202 359,555 0.52% Shares
WATERS PARKERSON & CO., LLC $19,618,130 323,358 0.46% Shares
Longaeva Partners L.P. $19,331,949 318,641 0.46% Shares
RHUMBLINE ADVISERS $18,962,054 312,545 0.45% Shares
Jain Global LLC $18,432,941 303,823 0.44% Shares
MILLENNIUM MANAGEMENT LLC $17,495,165 288,366 0.41% Shares
TD Asset Management Inc $17,318,252 285,450 0.41% Shares
PRINCIPAL FINANCIAL GROUP INC $16,532,636 272,501 0.39% Shares
MORGAN STANLEY $16,190,974 266,869 0.38% Shares
Swiss National Bank $14,682,140 242,000 0.35% Shares
BARCLAYS PLC $14,398,022 237,317 0.34% Shares
California Public Employees Retirement System $14,295,915 235,634 0.34% Shares
HSBC HOLDINGS PLC $14,085,674 234,683 0.33% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $14,081,507 232,100 0.33% Put option
TUDOR INVESTMENT CORP ET AL $13,404,672 220,944 0.32% Shares
BAMCO INC /NY/ $13,385,379 220,626 0.32% Shares
DF DENT & CO INC $12,346,251 203,498 0.29% Shares
CANADA PENSION PLAN INVESTMENT BOARD $11,635,475 191,783 0.28% Shares
Retirement Systems of Alabama $11,565,461 190,629 0.27% Shares
ING GROEP NV $11,479,492 189,212 0.27% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $11,308,186 144,921 0.27% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $11,179,540 184,268 0.26% Shares
Bridgewater Associates, LP $10,784,032 177,749 0.26% Shares
TWO SIGMA ADVISERS, LP $10,663,104 126,400 0.25% Shares
NATIXIS $10,586,976 174,501 0.25% Shares
CITADEL ADVISORS LLC $9,864,942 162,600 0.23% Put option
DANSKE BANK A/S $9,354,525 154,187 0.22% Shares
ExodusPoint Capital Management, LP $9,113,605 150,216 0.22% Shares
FMR LLC $8,925,598 147,117 0.21% Shares
XTX Topco Ltd $8,398,305 138,426 0.20% Shares
Congress Wealth Management LLC / DE / $7,881,302 75,686 0.19% Shares
AMERIPRISE FINANCIAL INC $7,777,166 128,188 0.18% Shares
Mirae Asset Global Investments Co., Ltd. $7,739,793 127,572 0.18% Shares
Midwest Trust Co $7,727,174 127,364 0.18% Shares
Copeland Capital Management, LLC $7,521,987 123,982 0.18% Shares
Gotham Asset Management, LLC $7,453,006 122,845 0.18% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7,093,354 116,917 0.17% Shares
STATE OF WISCONSIN INVESTMENT BOARD $7,006,111 115,479 0.17% Shares
RAYMOND JAMES FINANCIAL INC $6,530,693 107,643 0.15% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $6,257,564 103,141 0.15% Shares
Engineers Gate Manager LP $6,143,930 101,268 0.15% Shares
Perbak Capital Partners LLP $6,120,985 78,444 0.14% Shares
VANGUARD ASSET MANAGEMENT, Ltd $6,074,523 100,124 0.14% Shares
BANK OF NOVA SCOTIA $5,873,159 96,805 0.14% Shares
FARMERS & MERCHANTS INVESTMENTS INC $5,849,013 96,407 0.14% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5,721,181 94,300 0.14% Call option
Knoll Capital Management, LLC $5,693,740 13,000 0.13% Shares
TWO SIGMA INVESTMENTS, LP $5,526,673 91,094 0.13% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,512,507 70,646 0.13% Shares
WOLVERINE TRADING, LLC $5,498,284 55,600 0.13% Call option
Brevan Howard Capital Management LP $5,322,943 87,736 0.13% Shares
PEAK6 LLC $4,762,595 78,500 0.11% Put option
WOLVERINE TRADING, LLC $4,637,941 46,900 0.11% Put option
Mariner, LLC $4,573,813 75,380 0.11% Shares
NEW YORK STATE COMMON RETIREMENT FUND $4,501,168 74,191 0.11% Shares
Advisors Asset Management, Inc. $4,498,194 34,951 0.11% Shares
Walleye Trading LLC $4,471,379 73,700 0.11% Put option
BLAIR WILLIAM & CO/IL $4,426,342 72,958 0.10% Shares
TWINBEECH CAPITAL LP $4,349,190 71,686 0.10% Shares
Westbourne Investment Advisors, Inc. $4,334,386 71,442 0.10% Shares
Legal & General Group Plc $4,320,431 71,212 0.10% Shares
NICHOLAS COMPANY, INC. $4,301,503 70,900 0.10% Shares
Walleye Capital LLC $4,279,176 70,532 0.10% Shares
UBS Group AG $4,276,568 70,489 0.10% Shares
FORTE CAPITAL LLC /ADV $4,261,089 40,921 0.10% Shares
JANE STREET GROUP, LLC $4,176,523 68,840 0.10% Shares
VICTORY CAPITAL MANAGEMENT INC $4,148,190 68,373 0.10% Shares
VANGUARD GROUP INC $4,008,534 47,517 0.09% Shares

Company insiders 39 insiders · 23 officers · 6 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Troy Lahr EVP & Chief Financial Officer May 26, 2026 A 47,555 0 0 $0
Samuel Strickland EVP, CFO and CAO Sept. 30, 2013 D 49,635 0 0 $0
Kristine Anderson President & COO May 26, 2026 A 116,700 0 0 $0
Joshua Petty EVP & General Counsel June 30, 2026 F 10,038 0 0 $0
Buffum Shannon Fitzgerald Executive Vice President May 26, 2026 A 7,192 0 0 $0
Andrea Inserra Executive Vice President May 26, 2026 A 30,941 0 0 $0
Thomas Pfeifer Executive Vice President May 26, 2026 A 48,882 0 0 $0
Karen M Dahut Executive Vice President Sept. 30, 2014 D 24,482 0 0 $0
Joseph Logue Executive Vice President Sept. 30, 2014 D 47,086 0 0 $0
Joseph W Mahaffee CAO & EVP Sept. 30, 2014 D 0 0 0 $0
John Mayer Executive Vice President Sept. 30, 2014 D 0 0 0 $0
Lloyd Howell JR Executive Vice President Sept. 30, 2014 D 56,497 0 0 $0
Nancy Laben EVP and General Counsel July 1, 2014 A 4,038 0 0 $0
Elizabeth M Thompson EVP & Chief Personnel Officer July 1, 2014 A 22,322 0 0 $0
Richard J Wilhelm Executive Vice President June 30, 2014 F 41,081 0 0 $0
John Michael Mcconnell Executive Vice President June 30, 2014 F 53,848 0 0 $0
Robert Stephen Osborne EVP & General Counsel Sept. 4, 2013 M 15,325 0 0 $0
Francis J Henry JR Executive Vice President Dec. 31, 2012 D 57,902 0 0 $0
Mark J Gerencser Executive Vice President Dec. 27, 2012 M 125,398 0 0 $0
Patrick F Peck Executive Vice President Nov. 6, 2012 M 32,549 0 0 $0
Gary D Labovich Executive Vice President Oct. 24, 2012 M 103,490 0 0 $0
Ronald T Kadish Senior Vice President Sept. 28, 2012 D 21,115 0 0 $0
Cg Appleby EVP July 21, 2011 M 1,208,692 0 0 $0
Ralph W Shrader Director Feb. 20, 2015 M 57,096 0 0 $0
Joan Lordi Amble Director Aug. 8, 2014 A 10,982 0 0 $0
Charles O Rossotti Director Aug. 8, 2014 A 91,927 0 0 $0
Arthur E Johnson Director Aug. 8, 2014 A 12,766 0 0 $0
Philip A Odeen Director Aug. 8, 2014 A 32,994 0 0 $0
Dennis Metzfield Aug. 13, 2026 S 4,989 0 1 $-36,544
Ryan Nolan Aug. 4, 2026 A 5,494 0 0 $0
Robert C Obrien Aug. 4, 2026 A 5,642 0 0 $0
William Mcclellan Thornberry Aug. 4, 2026 A 7,103 0 0 $0
Debra L. Dial Aug. 4, 2026 A 6,087 0 0 $0
Michele Angelique Flournoy Aug. 4, 2026 A 12,216 0 0 $0
Rory P Read Aug. 4, 2026 A 14,574 0 0 $0
Ellen Jewett Aug. 4, 2026 A 19,149 0 0 $0
Mark E. Gaumond Aug. 4, 2026 A 66,779 0 0 $0
Gretchen W Mcclain Aug. 4, 2026 A 37,836 0 0 $0
Horacio Rozanski Aug. 3, 2026 G 74,015 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Explorer Coinvest LLC, Explorer Manager, L.L.C. ×20 filings Dec. 9, 2016 Initial filing SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 116 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
MDPL · Northern Lights Fund Trust IV 3.53% 27,084 NS May 31, 2026 N-PORT
IHAK · iShares Trust 3.32% 486,045 SH Aug. 8, 2026 Daily
JMID · Janus Detroit Street Trust 1.79% 4,208 NS April 30, 2026 N-PORT
XMHQ · Invesco Exchange-Traded Fund Trust 1.30% 961,050 SH Aug. 8, 2026 Daily
GRPM · Invesco Exchange-Traded Fund Trust 1.30% 86,823 SH Aug. 8, 2026 Daily
SRHQ · Elevation Series Trust 1.19% 29,603 NS April 30, 2026 N-PORT
RNIN · EA Series Trust 1.14% 22,369 NS April 30, 2026 N-PORT
SMCO · Tidal Trust II 0.75% 12,368 NS April 30, 2026 N-PORT
PPA · Invesco Exchange-Traded Fund Trust 0.65% 747,109 SH Aug. 8, 2026 Daily
IJJ · iShares Trust 0.51% 614,680 SH Aug. 8, 2026 Daily
AKAF · ETF Series Solutions 0.47% 176 NS May 31, 2026 N-PORT
QDEF · FlexShares Trust 0.45% 30,627 NS April 30, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.43% 77,226 SH Aug. 8, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.42% 103,556 SH Aug. 8, 2026 Daily
MIDE · DBX ETF Trust 0.38% 163 NS May 29, 2026 N-PORT
ITAN · EA Series Trust 0.37% 4,152 NS May 29, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.28% 16,427 SH Aug. 8, 2026 Daily
XJH · iShares Trust 0.28% 16,325 SH Aug. 8, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.28% 7,779 NS April 30, 2026 N-PORT
ISCV · iShares Trust 0.28% 26,256 SH Aug. 8, 2026 Daily
PTMC · Pacer Funds Trust 0.27% 13,837 NS April 30, 2026 N-PORT
VALQ · AMERICAN CENTURY ETF TRUST 0.25% 11,091 NS May 31, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.25% 20,072 NS April 30, 2026 N-PORT
IJH · iShares Trust 0.25% 4,160,840 SH Aug. 8, 2026 Daily
DFVE · DoubleLine ETF Trust 0.24% 849 NS March 31, 2026 N-PORT
SCHD · SCHWAB STRATEGIC TRUST 0.24% 2,879,716 NS May 31, 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0.21% 4,256 NS May 31, 2026 N-PORT
MVV · ProShares Trust 0.21% 4,168 NS May 31, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.20% 195,010 SH Aug. 8, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 49,463 NS April 30, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.19% 1,997 NS April 30, 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.18% 325,727 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.15% 1,739,954 SH Aug. 8, 2026 Daily
TECB · iShares Trust 0.14% 9,414 SH Aug. 8, 2026 Daily
UMDD · ProShares Trust 0.14% 582 NS May 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.14% 23,264 NS April 30, 2026 N-PORT
ISCB · iShares Trust 0.14% 5,295 SH Aug. 8, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.13% 35,985 NS April 30, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.12% 7,002 NS April 30, 2026 N-PORT
ESML · iShares Trust 0.12% 47,431 SH Aug. 8, 2026 Daily
SMMD · iShares Trust 0.12% 60,232 SH Aug. 8, 2026 Daily
AVMC · AMERICAN CENTURY ETF TRUST 0.11% 5,519 NS May 31, 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0.11% 125,000 Aug. 8, 2026 Daily
IYJ · iShares Trust 0.10% 27,371 SH Aug. 8, 2026 Daily
VIS · VANGUARD WORLD FUND 0.10% 146,327 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.09% 2,741,106 SH Aug. 8, 2026 Daily
IETC · iShares U.S. ETF Trust 0.09% 8,270 SH Aug. 8, 2026 Daily
QGRO · AMERICAN CENTURY ETF TRUST 0.08% 23,557 NS May 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.08% 1,501 NS April 30, 2026 N-PORT
WSML · iShares Trust 0.08% 7,391 SH Aug. 8, 2026 Daily