your badges 52W Range $97–$256 63% of range Analyst Rating BUY 25 analysts Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $197.35
Market Cap (MRQ) $38.98B
Debt/Equity (MRQ) 1.1
52W Range $97–$256

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

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Valuation & Ratios 07–12

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

Metric 5Y trend BTSGU 5Y avg Peer Median Verdict
P/B (MRQ) 19.0 · 2.9 Overvalued
Price / Tangible Book (MRQ) 25.4 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

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

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Annualized Payout≈$3.38Paid quarterly
Ex-dateAmountCurrencyYield
Jul 15, 2026$0.84USD≈1.5%
Apr 15, 2026$0.84USD≈2.2%
Jan 15, 2026$0.84USD≈2.6%
Oct 15, 2025$0.84USD≈3.2%
Jul 15, 2025$0.84USD≈4.7%
Apr 15, 2025$0.84USD≈5.5%
Jan 15, 2025$0.84USD≈3.9%
Oct 15, 2024$0.84USD≈2.9%
Jul 15, 2024$0.84USD≈1.9%

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

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Avg Surprise 32.0%
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 $0.45 $0.40 11.2%
March 31, 2026 $0.39 $0.32 23.3%
Dec. 31, 2025 $0.33 $0.36 -7.6%
Sept. 30, 2025 $0.39 $0.28 41.6%
June 30, 2025 $0.22 $0.17 26.3%
March 31, 2025 $0.19 $0.10 97.1%

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

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Balance Sheet 25
Metric Trend 2025
Cash & Equivalents $88M
Receivables $990M
Inventory $815M
Prepaid Expense $119M
Current Assets $2.89B
PP&E (Net) $205M
Accum. Depreciation $405M
Goodwill $2.55B
Intangibles $558M
Other Non-current Assets $40M
Total Assets $6.41B
Accounts Payable $1.22B
Accrued Liabilities $333M
Current Liabilities $1.85B
Capital Leases $135M
Deferred Tax $6M
Other Non-current Liabilities $2M
Total Liabilities $4.53B
Long-term Debt $2.51B
Common Stock $2M
Retained Earnings $-75M
AOCI $-7M
Stockholders' Equity $1.88B
Liabilities + Equity $6.41B
Shares Outstanding 192,124,125

Most recent period on the left · null values shown as ·

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

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No data for this statement

Not enough fundamentals data to build this statement yet.

Institutional owners (13F) 32 filers · $623.5M total · As of June 30, 2026

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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.

Holders 32
Value held $623.5M
New positions 9
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (+4 vs prior Q) 5 (+2 vs prior Q) 7 (-2 vs prior Q) 12 (+3 vs prior Q) -671K

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
VOYA INVESTMENT MANAGEMENT LLC $270,102,618 1,179,745 43.32% Shares
BlackRock, Inc. $112,727,883 492,369 18.08% Shares
Calamos Advisors LLC $69,051,778 301,602 11.08% Shares
VAN ECK ASSOCIATES CORP $40,430,667 200,132 6.48% Shares
INFRASTRUCTURE CAPITAL ADVISORS, LLC $24,665,699 107,734 3.96% Shares
FMR LLC $21,825,841 94,400 3.50% Shares
SSI INVESTMENT MANAGEMENT LLC $14,892,439 64,412 2.39% Shares
WOLVERINE ASSET MANAGEMENT LLC $12,497,187 54,193 2.00% Shares
Point72 Asset Management, L.P. $11,796,507 51,150 1.89% Shares
GABELLI FUNDS LLC $9,066,420 39,600 1.45% Shares
BlueCrest Capital Management Ltd $6,510,193 28,435 1.04% Shares
ADVENT CAPITAL MANAGEMENT /DE/ $6,116,688 26,427 0.98% Shares
AMERIPRISE FINANCIAL INC $5,287,331 23,000 0.85% Shares
Invesco Ltd. $4,121,100 18,000 0.66% Shares
JANE STREET GROUP, LLC $3,651,066 15,947 0.59% Shares
Elequin Capital, LP $3,228,951 14,046 0.52% Shares
CSS LLC/IL $1,386,889 6,014 0.22% Shares
BARCLAYS PLC $1,382,629 6,039 0.22% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,017,683 4,445 0.16% Shares
UBS Group AG $908,245 3,967 0.15% Shares
Central Pacific Bank - Trust Division $902,063 3,940 0.14% Shares
GAMCO INVESTORS, INC. ET AL $686,850 3,000 0.11% Shares
GABELLI & Co INVESTMENT ADVISERS, INC. $286,188 1,250 0.05% Shares
Warberg Asset Management LLC $223,143 968 0.04% Shares
Ares Systematic Credit Ltd $211,321 923 0.03% Shares
Virtus Fixed Income Advisers, LLC $198,606 859 0.03% Shares
MORGAN STANLEY $175,147 765 0.03% Shares
VIRTUS ADVISERS, LLC $46,241 200 0.01% Shares
ROYAL BANK OF CANADA $34,000 147 0.01% Shares
LORD, ABBETT & CO. LLC $22,526 97,932 0.00% Shares
HRT FINANCIAL LP $1,087 4,751 0.00% Shares
Virtu Financial LLC $431 1,883 0.00% Shares

Activists & 5%+ owners 1 position

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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
KKR Phoenix Aggregator L.P., KKR Phoenix Aggregator GP LLC, KKR Americas Fund XII L.P., KKR Associates Americas XII L.P., KKR Americas XII Limited., KKR Group Partnership L.P., KKR Group Holdings Corp., KKR Group Co. Inc., KKR & Co. Inc., KKR Management LLP, Henry R. Kravis, George R. Roberts June 5, 2026 13.70% Amendment Capital structure 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.

Company insiders 3 insiders · 2 officers · 2 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jon B Rousseau Title: Chairman, President and Chief Executive Officer July 25, 2026 F 1,138,184 0 0 $0
Scott A. Greenwell President, PharMerica Sept. 14, 2026 M 31,246 0 1 $-874,383
Nigam H. Shah Director June 11, 2026 A 4,013 0 0 $0

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

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

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rating · 25 analysts BUY
9 36.0% Strong Buy
15 60.0% Buy
1 4.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

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

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FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
BTSGU · · · · · ·
CI $72.51B 12.4 11.2% 2.2% 14.4% ·
DGX $19.09B 19.8 11.8% 9.0% 14.2% ·
LH $20.62B 24.0 7.2% 6.3% 10.3% 28.8%
GH $13.34B -30.8 32.9% -42.4% 205.7% ·
LH $20.62B 24.0 7.2% 6.3% 10.3% 28.8%
BTSG $7.20B 43.0 28.2% 1.5% 10.8% 11.8%
DVA $7.79B 11.5 6.5% 5.5% -281.8% ·
HNGE $0 -6.0 50.6% -89.9% -299.8% 79.7%
HIMS · 63.7 59.0% 5.5% 23.3% 73.8%
CHE · 23.3 4.1% 10.5% 24.4% ·

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Source: SEC 10-Q filed Jul 31, 2026