BTU Peabody Energy Corporation Common Stock

NYSE · Energy · View on SEC EDGAR ↗
$27.31
Price · Aug 25, 2026
Fundamentals as of Aug 6, 2026
52W Range
$16–$41
45% of range
Analyst Rating
BUY
11 analysts
Price Target
$31
+13% upside
P/E (TTM)
-63.5
ROE
-1.2%
Net Profit Margin
-1.1%

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

Price
$27.31
Market Cap
$3.32B
P/E (TTM)
-63.5
EPS (TTM)
$-0.43
Revenue (TTM)
$3.86B
Div Yield
1.1%
ROE
-1.2%
Debt/Equity
—
52W Range
$16 – $41

BTU 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 $3.86B
9-point trend, -18.1%
2016-12-31 → 2025-12-31
EPS $-0.43
9-point trend, +98.9%
2016-12-31 → 2025-12-31
Free Cash Flow $-78M
8-point trend, +56.7%
2016-12-31 → 2025-12-31
Margins -1.1%

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

Metric
5Y trend
BTU
Peer Median
P/E (TTM)
5-point trend, -2308.6%
-63.5
13.1
P/S (TTM)
5-point trend, +131.2%
0.9
1.5
P/B
5-point trend, +34.0%
0.9
1.6
Price / FCF
5-point trend, -920.3%
-42.7
—

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

Metric
5Y trend
BTU
Peer Median
Operating Margin
5-point trend, -115.9%
-2.1%
—
Net Profit Margin
5-point trend, -109.8%
-1.1%
2.3%
ROA
5-point trend, -109.3%
-0.72%
2.5%
ROE
5-point trend, -104.3%
-1.2%
3.9%
ROIC
5-point trend, -112.4%
-2.9%
—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
BTU
Peer Median
Current Ratio
5-point trend, -4.3%
1.9
1.9
Quick Ratio
5-point trend, -24.5%
1.1
—

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

Metric
5Y trend
BTU
Peer Median
Revenue YoY
5-point trend, +16.4%
-8.9%
—
Revenue CAGR 3Y
5-point trend, +16.4%
-8.1%
—
Revenue CAGR 5Y
5-point trend, +16.4%
6.0%
—
EPS YoY
5-point trend, -113.4%
-46.0%
—
Net Income YoY
5-point trend, -111.4%
-50.5%
—

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

Metric
5Y trend
BTU
Peer Median
EPS (Diluted)
5-point trend, -113.4%
$-0.43
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
BTU
Peer Median
Payout Ratio
5-point trend, -0.86
-85.9%
—

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

Dividend Yield
1.1%
Payout Ratio
-85.9%
5Y Div CAGR
—
Ex-dateAmount
Aug. 12, 2026$0.0750
May 19, 2026$0.0750
Feb. 23, 2026$0.0750
Nov. 13, 2025$0.0750
Aug. 14, 2025$0.0750
May 15, 2025$0.0750
Feb. 19, 2025$0.0750
Nov. 14, 2024$0.0750
Aug. 15, 2024$0.0750
May 15, 2024$0.0750
Feb. 21, 2024$0.0750
Nov. 8, 2023$0.0750
Aug. 9, 2023$0.0750
May 10, 2023$0.0750
Oct. 29, 2019$0.1450
Aug. 20, 2019$0.1450
May 21, 2019$0.1400
March 11, 2019$1.8500
Feb. 19, 2019$0.1300
Oct. 30, 2018$0.1300

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

BUY 11 analysts
  • Strong Buy 2 18.2%
  • Buy 6 54.5%
  • Hold 3 27.3%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

6 analysts · 2026-08-25
Median target $29.50 +8.0%
Mean target $30.75 +12.6%

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

Avg Surprise
-0.15%
Period EPS Actual EPS Est Surprise
June 30, 2026 $-0.60 $-0.38 -0.22%
March 31, 2026 $-0.27 $0.11 -0.38%
Dec. 31, 2025 $0.09 $0.02 0.07%
Sept. 30, 2025 $-0.58 $-0.03 -0.55%
June 30, 2025 $-0.07 $-0.03 -0.04%
March 31, 2025 $0.29 $0.05 0.24%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
BTU $3.61B -69.1 -8.9% -1.1% -1.2% —
CNR — -29.7 92.4% — — —
LEU — 62.2 1.5% 17.3% 13.8% 26.2%
ARLP — — -10.4% 14.2% — —
NRP — — -16.6% — — —
NC — 20.9 16.6% 6.3% 4.2% 13.9%
LTBR $422M -16.9 — — -13.0% —
AREC $265M 3.9 -99.7% — 718.3% —

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

Income Statement 13
Annual Income Statement data for BTU
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 11-point trend, -43.1% $3.86B $4.24B $4.95B $4.98B $3.32B $2.88B $4.62B $5.58B · $4.72B $5.61B $6.79B
SG&A Expense 11-point trend, -53.8% $105M $91M $91M $89M $85M $100M $145M $158M · $153M $176M $227M
Operating Income 11-point trend, +40.7% $-80M $445M $1.07B $1.38B $432M $-1.73B $62M $662M · $-277M $-1.46B $-135M
Interest Expense 11-point trend, -89.7% $44M $47M $60M $140M $183M $140M $144M $151M · $299M $465M $427M
Interest Income 11-point trend, +259.7% $55M $71M $77M $18M $6M $9M $27M $34M · $6M $8M $15M
Pretax Income 11-point trend, +93.9% $-34M $516M $1.12B $1.28B $370M $-1.85B $-142M $664M · $-758M $-1.99B $-548M
Income Tax 11-point trend, -94.0% $9M $109M $309M $-39M $23M $8M $46M $18M · $-94M $-207M $147M
Net Income 11-point trend, +94.2% $-42M $404M $816M $1.32B $371M $-1.87B $-185M $664M · $-729M $-1.97B $-733M
EPS (Basic) 11-point trend, +99.0% $-0.43 $2.96 $5.52 $9.13 $3.24 $-19.14 $-2.04 $4.50 · $-39.87 $-108.29 $-41.08
EPS (Diluted) 11-point trend, +99.0% $-0.43 $2.70 $5.00 $8.31 $3.22 $-19.14 $-2.04 $4.43 · $-39.87 $-108.29 $-41.08
Shares (Basic) 11-point trend, +580.4% 121,800,000 125,100,000 137,600,000 142,100,000 111,100,000 97,700,000 103,700,000 119,300,000 · 18,300,000 18,100,000 17,900,000
Shares (Diluted) 10-point trend, +580.4% 121,800,000 141,900,000 154,300,000 157,200,000 112,000,000 97,700,000 · 2,100,000 · 18,300,000 18,100,000 17,900,000
EBITDA 9-point trend, -41.5% $304M $788M $1.40B $1.70B $741M $-1.38B $663M · · $188M · $521M
Balance Sheet 23
Annual Balance Sheet data for BTU
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +93.1% $575M $700M $969M $1.31B $954M $709M $732M $1.02B $1.07B $872M $261M $298M
Receivables 11-point trend, -44.1% $315M $359M $390M $466M $350M $245M $330M $450M · $473M $229M $563M
Inventory 11-point trend, -5.7% $383M $393M $352M $296M $227M $262M $332M $280M · $204M $308M $406M
Other Current Assets 11-point trend, -6.7% $285M $328M $309M $304M $270M $205M $221M $243M · $487M $448M $306M
Current Assets 11-point trend, -8.9% $1.56B $1.78B $2.02B $2.37B $1.80B $1.42B $1.61B $1.96B · $2.09B $1.32B $1.71B
PP&E (Net) 12-point trend, -70.2% $3.15B $3.08B $2.84B $2.87B $2.95B $3.05B $4.68B $5.21B $5.11B $8.78B $9.26B $10.58B
Accum. Depreciation 5-point trend, -70.0% · · · · · · $1.41B $957M · $5.19B $5.03B $4.70B
Intangibles · · · · · · $41M · · · · ·
Other Non-current Assets 11-point trend, -85.9% $128M $162M $79M $84M $138M $141M $139M $213M · $910M $364M $902M
Total Assets 12-point trend, -56.0% $5.81B $5.95B $5.96B $5.61B $4.95B $4.67B $6.54B $7.42B $8.18B $11.78B $10.95B $13.19B
Accounts Payable 11-point trend, -54.3% $827M $812M $966M $906M $872M $746M $957M $1.02B · $990M $1.45B $1.81B
Current Liabilities 11-point trend, -54.8% $842M $828M $979M $919M $932M $791M $975M $1.06B · $1.01B $7.34B $1.86B
Capital Leases 8-point trend, +87500000.00 $88M $87M $48M $11M $27M $42M $53M $0 · · · ·
Deferred Tax 11-point trend, +26300000.00 $26M $41M $29M $20M $27M $35M $29M $10M · $174M $236M $0
Other Non-current Liabilities 11-point trend, -86.0% $146M $169M $182M $223M $198M $252M $273M $339M · $496M $847M $1.04B
Total Liabilities 11-point trend, -78.7% $2.23B $2.24B $2.35B $2.32B $3.13B $3.69B $3.87B $3.97B · $11.60B $10.20B $10.46B
Common Stock 12-point trend, +850.0% $2M $2M $2M $2M $2M $1M $1M $1M $1M $200.0K $200.0K $200.0K
Retained Earnings 11-point trend, +1355900000.00 $1.36B $1.45B $1.11B $384M $-913M $-1.27B $597M $1.07B · $-1.40B $670M $0
Treasury Stock 11-point trend, +312.6% $1.93B $1.93B $1.74B $1.37B $1.37B $1.37B $1.37B $1.03B · $372M $372M $467M
AOCI 11-point trend, +113.2% $101M $139M $190M $242M $298M $206M $32M $40M · $-477M $-619M $-765M
Stockholders' Equity 11-point trend, +29.8% $3.54B $3.65B $3.55B $3.23B $1.76B $930M $2.61B $3.40B · $174M $750M $2.72B
Liabilities + Equity 11-point trend, -56.0% $5.81B $5.95B $5.96B $5.61B $4.95B $4.67B $6.54B $7.42B · $11.78B $10.95B $13.19B
Shares Outstanding 12-point trend, +571.8% 121,600,000 121,400,000 128,700,000 143,900,000 133,300,000 97,800,000 96,900,000 110,400,000 105,200,000 18,500,000 18,500,000 18,100,000
Cash Flow 19
Annual Cash Flow data for BTU
Metric Trend 202520242023202220212020201920182017201620152014
D&A 11-point trend, -41.4% $384M $343M $321M $318M $309M $346M $601M $679M · $465M $572M $656M
Stock-based Comp 10-point trend, -70.1% $14M $7M $7M $8M $10M $14M $38M $35M · · $26M $46M
Deferred Tax 11-point trend, -109.4% $-17M $12M $83M $-82M $-8M $28M $39M $36M · $-97M $-138M $178M
Restructuring 11-point trend, -63.5% $10M $4M $3M $3M $8M $38M $24M $1M · $16M $24M $26M
Other Non-cash 9-point trend, -102.9% $-5M $-160M $-191M $-390M $-263M $1.48B $210M · · $308M · $189M
Operating Cash Flow 11-point trend, -0.9% $334M $606M $1.04B $1.17B $420M $-10M $677M $1.49B · $-53M $-14M $337M
CapEx 11-point trend, +111.6% $411M $401M $348M $222M $183M $191M $285M $301M · $127M $127M $194M
Investing Cash Flow 11-point trend, -10.2% $-347M $-598M $-343M $-29M $-132M $-207M $-261M $-517M · $-244M $-290M $-314M
Debt Issued 10-point trend, -100.0% · $0 $0 $545M $0 $375M $0 $0 · $1.46B $976M $1M
Net Debt Issued 8-point trend, -100.0% · $0 $0 $545M $0 $375M $0 · · $1.46B · $1M
Stock Issued 6-point trend, +0.00 · $0 $0 $222M $270M $0 $0 · · · · ·
Stock Repurchased 9-point trend, -100.0% $0 $183M $348M $0 $0 $1.34B $330M $835M · · · $5M
Net Stock Activity 8-point trend, +0.00 $0 $-183M $-348M $222M $270M $0 $-1.34B · · · · $0
Dividends Paid 11-point trend, -60.5% $36M $38M $31M $0 $0 $0 $258M $60M · $0 $1M $92M
Financing Cash Flow 11-point trend, +49.3% $-85M $-276M $-460M $-682M $-43M $193M $-701M $-1.03B · $908M $268M $-168M
Net Change in Cash 11-point trend, +32.8% $-98M $-268M $233M $463M $245M $-23M $-285M $-53M · $611M $-37M $-146M
Taxes Paid 11-point trend, +255.7% $26M $222M $131M $37M $12M $-40M $-9M $-64M · $-40M $-26M $-17M
Free Cash Flow 9-point trend, -154.6% $-78M $205M $687M $952M $237M $-201M $392M · · $-179M · $142M
Levered FCF 9-point trend, +70.0% $-133M $168M $644M $808M $65M $-342M $201M · · $-441M · $-443M
Profitability 7
Annual Profitability data for BTU
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 9-point trend, -4.0% -2.1% 10.5% 21.7% 27.7% 13.0% -60.0% 1.3% · · -5.9% · -2.0%
Net Margin 9-point trend, +90.5% -1.1% 9.5% 16.5% 26.5% 11.2% -65.0% -4.6% · · -15.5% · -11.6%
Pretax Margin 9-point trend, +89.2% -0.87% 12.2% 22.7% 25.7% 11.2% -64.3% -3.1% · · -16.1% · -8.1%
EBITDA Margin 9-point trend, +2.9% 7.9% 18.6% 28.2% 34.1% 22.3% -48.0% 14.3% · · 4.0% · 7.7%
ROA 8-point trend, +87.5% -0.72% 6.8% 14.1% 25.0% 7.7% -33.4% -3.0% · · · · -5.8%
ROE 8-point trend, +95.0% -1.2% 11.2% 24.1% 52.8% 27.6% -105.8% -7.0% · · · · -23.7%
ROIC 8-point trend, +57.8% -2.9% 9.6% 22.0% 44.0% 23.0% -186.7% 3.1% · · · · -6.8%
Liquidity & Solvency 3
Annual Liquidity & Solvency data for BTU
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 8-point trend, +101.5% 1.9 2.2 2.1 2.6 1.9 1.8 1.7 · · · · 0.9
Quick Ratio 8-point trend, +128.7% 1.1 1.3 1.4 1.9 1.4 1.2 1.1 · · · · 0.5
Interest Coverage 9-point trend, -478.3% -1.8 9.5 18.0 9.8 2.4 -12.4 0.4 · · -0.9 · -0.3
Efficiency 2
Annual Efficiency data for BTU
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, +32.1% 0.7 0.7 0.9 0.9 0.7 0.5 0.7 · · · · 0.5
Receivables Turnover 8-point trend, -5.5% 11.5 11.3 11.6 12.2 11.1 10.0 11.9 · · · · 12.1
Per Share 6
Annual Per Share data for BTU
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 8-point trend, +190.0% $29.08 $30.07 $27.56 $22.46 $13.22 $9.51 $26.97 · · · · $10.03
Revenue / Share 6-point trend, +25.1% $31.70 $29.86 $32.06 $31.69 · · · · · $257.67 · $25.33
Cash Flow / Share 6-point trend, +118.2% $2.74 $4.27 $6.71 $7.47 · · · · · $-2.89 · $1.26
Cash / Share 8-point trend, +331.4% $4.73 $5.77 $7.53 $9.08 $7.16 $7.25 $7.56 · · · · $1.10
Dividend / Share 8-point trend, -94.1% $0 $0 $0 · · · $2 $0 · $0 $0 $5
EPS (TTM) 12-point trend, +99.0% $-0.43 $2.70 $5.00 $8.31 $3.22 $-19.14 $-2.04 $4.43 $-25.88 $-39.87 $-108.29 $-41.08
Growth Rates 7
Annual Growth Rates data for BTU
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -158.4% -8.9% -14.3% -0.71% 50.1% 15.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -141.2% -8.1% 8.5% 19.7% · · · · · · · · ·
Revenue CAGR 5Y 6.0% · · · · · · · · · · ·
EPS YoY 3-point trend, -129.1% · -46.0% -39.8% 158.1% · · · · · · · ·
EPS CAGR 3Y · -5.7% · · · · · · · · · ·
Net Income YoY 3-point trend, -119.8% · -50.5% -38.2% 255.2% · · · · · · · ·
Net Income CAGR 3Y · 2.8% · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for BTU
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 11-point trend, -43.1% $3.86B $4.24B $4.95B $4.98B $3.32B $2.88B $4.62B $5.58B · $4.72B $5.61B $6.79B
Net Income TTM 11-point trend, +94.2% $-42M $404M $816M $1.32B $371M $-1.87B $-185M $664M · $-729M $-1.97B $-733M
Market Cap 9-point trend, -12.8% $3.61B $2.54B $3.13B $3.80B $1.34B $236M $884M $3.36B $4.14B · · ·
P/E 9-point trend, -4440.2% -69.1 7.8 4.9 3.2 3.1 -0.1 -4.5 6.9 -1.5 · · ·
P/S 8-point trend, +55.1% 0.9 0.6 0.6 0.8 0.4 0.1 0.2 0.6 · · · ·
P/B 7-point trend, +202.0% 1.0 0.7 0.9 1.2 0.8 0.3 0.3 · · · · ·
P / Tangible Book 6-point trend, +302.8% 1.0 0.7 0.9 1.2 0.8 0.3 · · · · · ·
P / Cash Flow 7-point trend, +729.6% 10.8 4.2 3.0 3.2 3.2 -24.3 1.3 · · · · ·
P / FCF 7-point trend, -2161.8% -46.5 12.4 4.6 4.0 5.7 -1.2 2.3 · · · · ·
Dividend Yield 8-point trend, -42.9% 1.0% 1.5% 0.98% 0.00% 0.00% 0.00% 29.2% 1.8% · · · ·
Earnings Yield 9-point trend, +97.8% -1.5% 12.9% 20.6% 31.4% 32.0% -794.2% -22.4% 14.5% -65.7% · · ·
Payout Ratio 8-point trend, -632.1% -85.9% 9.3% 3.8% · 0.00% 0.00% -122.2% · · 0.00% · -11.7%
Annual Payout 11-point trend, -60.5% $36M $38M $31M $0 $0 $0 $258M $60M · $0 $1M $92M

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

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $3.86B$4.24B$4.95B$4.98B$3.32B
Operating Margin % -2.1%10.5%21.7%27.7%13.0%
Net Income $-42M$404M$816M$1.32B$371M
Diluted EPS $-0.43$2.70$5.00$8.31$3.22
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Current Ratio 1.92.22.12.61.9
Quick Ratio 1.11.31.41.91.4
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $-78M$205M$687M$952M$237M

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 383 filers · $2.0B 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
45 (-42 vs prior Q) 95 (+56 vs prior Q) 111 (-21 vs prior Q) 142 (+3 vs prior Q) -4.8M

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
STATE STREET CORP $257,250,784 11,126,764 13.08% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $188,597,169 8,157,317 9.59% Shares
DIMENSIONAL FUND ADVISORS LP $142,550,036 6,165,660 7.25% Shares
VANGUARD CAPITAL MANAGEMENT LLC $126,979,965 5,492,213 6.46% Shares
RENAISSANCE TECHNOLOGIES LLC $122,848,744 5,313,527 6.25% Shares
Hudson Bay Capital Management LP $89,773,064 3,882,918 4.57% Shares
AMERICAN CENTURY COMPANIES INC $84,659,891 3,661,760 4.31% Shares
GEODE CAPITAL MANAGEMENT, LLC $62,372,238 2,696,987 3.17% Shares
CITADEL ADVISORS LLC $54,753,316 2,368,223 2.78% Shares
Forest Avenue Capital Management LP $37,758,359 1,633,147 1.92% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $36,906,479 1,596,301 1.88% Shares
Sourcerock Group LLC $36,392,128 1,574,054 1.85% Shares
VAN ECK ASSOCIATES CORP $35,981,772 1,556,305 1.83% Shares
GATE CITY CAPITAL MANAGEMENT, LLC $34,736,343 1,502,437 1.77% Shares
Parallax Volatility Advisers, L.P. $29,427,136 1,272,800 1.50% Put option
GENDELL JEFFREY L $26,659,510 1,153,093 1.36% Shares
VANGUARD GROUP INC $22,984,088 773,875 1.17% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $22,567,663 976,110 1.15% Shares
Point72 Asset Management, L.P. $21,508,536 930,300 1.09% Put option
BRIDGEWAY CAPITAL MANAGEMENT, LLC $19,126,945 827,290 0.97% Shares
VANGUARD FIDUCIARY TRUST CO $18,691,341 808,449 0.95% Shares
JANE STREET GROUP, LLC $17,286,824 747,700 0.88% Call option
Connor, Clark & Lunn Investment Management Ltd. $16,835,129 728,163 0.86% Shares
CITADEL ADVISORS LLC $15,975,920 691,000 0.81% Call option
JANE STREET GROUP, LLC $14,782,928 639,400 0.75% Put option
Alta Fundamental Advisers LLC $13,872,000 600,000 0.71% Shares
WOLVERINE TRADING, LLC $11,756,185 438,500 0.60% Call option
Kailix Advisors LLC $11,612,020 502,250 0.59% Shares
Empire Life Investments Inc. $11,404,310 493,266 0.58% Shares
ALLIANCEBERNSTEIN L.P. $10,631,515 322,656 0.54% Shares
GOLDMAN SACHS GROUP INC $10,550,234 456,325 0.54% Shares
Thomist Capital Management, LP $9,766,628 422,432 0.50% Shares
Public Sector Pension Investment Board $9,674,772 418,459 0.49% Shares
FRANKLIN RESOURCES INC $8,319,177 359,826 0.42% Shares
Brandywine Global Investment Management, LLC $8,279,796 278,781 0.42% Shares
Allianz Asset Management GmbH $8,220,501 355,558 0.42% Shares
Trek Financial, LLC $8,124,299 351,397 0.41% Shares
Point72 Asset Management, L.P. $8,050,384 348,200 0.41% Call option
ENVESTNET ASSET MANAGEMENT INC $7,753,800 335,372 0.39% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $7,739,000 334,725 0.39% Shares
Walleye Trading LLC $7,423,832 321,100 0.38% Put option
RHUMBLINE ADVISERS $7,212,840 311,975 0.37% Shares
LPL Financial LLC $7,011,228 303,254 0.36% Shares
MORGAN STANLEY $6,210,818 268,634 0.32% Shares
BANK OF AMERICA CORP /DE/ $5,914,212 255,805 0.30% Shares
Integrated Advisors Network LLC $5,813,391 251,444 0.30% Shares
Geneos Wealth Management Inc. $5,610,601 242,673 0.29% Shares
PRUDENTIAL FINANCIAL INC $4,986,868 215,695 0.25% Shares
NOMURA HOLDINGS INC $4,624,000 200,000 0.24% Call option
AMERIPRISE FINANCIAL INC $4,504,678 194,839 0.23% Shares
Grantham, Mayo, Van Otterloo & Co. LLC $4,404,429 190,503 0.22% Shares
Legal & General Group Plc $4,316,573 186,703 0.22% Shares
RPG Investment Advisory, LLC $4,117,880 178,109 0.21% Shares
Sculptor Capital LP $3,992,824 172,700 0.20% Put option
MIZUHO MARKETS AMERICAS LLC $3,742,943 161,892 0.19% Shares
STATE OF WISCONSIN INVESTMENT BOARD $3,726,135 161,165 0.19% Shares
BW Gestao de Investimentos Ltda. $3,583,600 155,000 0.18% Shares
WOLVERINE TRADING, LLC $3,575,837 133,377 0.18% Shares
BOOTHBAY FUND MANAGEMENT, LLC $3,560,572 154,004 0.18% Shares
HUB Investment Partners, LLC $3,469,734 150,075 0.18% Shares
VICTORY CAPITAL MANAGEMENT INC $3,415,818 147,743 0.17% Shares
KAVAR CAPITAL PARTNERS GROUP, LLC $3,414,824 147,700 0.17% Shares
XTX Topco Ltd $3,304,172 142,914 0.17% Shares
Holocene Advisors, LP $3,266,532 141,286 0.17% Shares
Walleye Trading LLC $3,108,507 134,451 0.16% Shares
MILLENNIUM MANAGEMENT LLC $3,062,383 132,456 0.16% Shares
DECADE RENEWABLE PARTNERS LP $2,818,200 210,000 0.14% Call option
BlackRock, Inc. $2,817,681 121,872 0.14% Shares
Walleye Trading LLC $2,779,024 120,200 0.14% Call option
Qube Research & Technologies Ltd $2,748,367 118,874 0.14% Shares
Woodline Partners LP $2,747,904 118,854 0.14% Shares
MML INVESTORS SERVICES, LLC $2,715,729 117,462 0.14% Shares
Cubist Systematic Strategies, LLC $2,628,132 99,100 0.13% Put option
NWAM LLC $2,608,124 112,808 0.13% Shares
Glenorchy Capital Ltd $2,522,711 109,113 0.13% Shares
Cubist Systematic Strategies, LLC $2,519,400 95,000 0.13% Call option
Assenagon Asset Management S.A. $2,460,523 106,424 0.13% Shares
WOLVERINE ASSET MANAGEMENT LLC $2,413,728 104,400 0.12% Put option
TWO SIGMA INVESTMENTS, LP $2,392,666 103,489 0.12% Shares
Adams Asset Advisors, LLC $2,312,000 100,000 0.12% Shares
TWO SIGMA ADVISERS, LP $2,280,960 76,800 0.12% Shares
GROUP ONE TRADING LLC $2,265,552 97,991 0.12% Shares
VANGUARD ASSET MANAGEMENT, Ltd $2,245,669 97,131 0.11% Shares
U.S. Capital Wealth Advisors, LLC $2,238,171 67,926 0.11% Shares
WOLVERINE TRADING, LLC $2,198,420 82,000 0.11% Put option
Linden Advisors LP $2,137,259 92,442 0.11% Shares
Moran Wealth Management, LLC $2,130,277 92,140 0.11% Shares
UBS Group AG $2,080,800 90,000 0.11% Put option
PEAK6 LLC $2,062,304 89,200 0.10% Call option
BARCLAYS PLC $2,035,670 88,048 0.10% Shares
Arax Advisory Partners $2,031,686 87,876 0.10% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,970,587 85,233 0.10% Shares
FIRST TRUST ADVISORS LP $1,951,189 84,394 0.10% Shares
D. E. Shaw & Co., Inc. $1,887,979 81,660 0.10% Shares
Hosking Partners LLP $1,858,270 80,375 0.09% Shares
EXCHANGE TRADED CONCEPTS, LLC $1,848,375 79,947 0.09% Shares
JANUS HENDERSON GROUP PLC $1,766,313 53,614 0.09% Shares
Flat Footed LLC $1,722,486 74,502 0.09% Shares
MetLife Investment Management, LLC $1,671,622 72,302 0.09% Shares
Gotham Asset Management, LLC $1,669,796 72,223 0.08% Shares

Company insiders 64 insiders · 30 officers · 25 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
James C. Grech President and CEO June 8, 2026 A 325,223 0 0 $0
Glenn L Kellow PRESIDENT AND CEO June 12, 2019 A 627,738 0 0 $0
Gregory H Boyce Chairman and CEO Jan. 30, 2015 G 332,350 0 0 $0
Mark Spurbeck EVP and CFO June 8, 2026 A 68,560 0 0 $0
Amy B Schwetz EVP and CFO June 12, 2019 A 207,937 0 0 $0
Michael C. Crews Executive Vice President & CFO Jan. 29, 2015 F 72,964 0 0 $0
George John Schuller JR PRESIDENT - AUSTRALIA June 12, 2019 A 45,444 0 0 $0
Kemal Williamson PRESIDENT - AMERICAS June 12, 2019 A 192,999 0 0 $0
Darren Ronald Yeates EVP & COO June 8, 2026 A 130,368 0 0 $0
Malcolm James Roberts EVP & Chief Commercial Officer June 8, 2026 A 33,510 0 0 $0
Scott T. Jarboe CAO and Corporate Secretary June 8, 2026 A 85,369 0 1 $-81,958
Paul V. Richard SVP& Chief HR Officer June 12, 2019 A 10,027 0 0 $0
Charles F Meintjes EVP-Corporate Services & CCO June 12, 2019 A 124,057 0 0 $0
Verona A. Dorch EVP,CLO,Govt Affairs&Corp Sec June 12, 2019 A 77,769 0 0 $0
Bryan A Galli Group Exec Marketing & Trading April 3, 2017 J 0 0 0 $0
Andrew P Slentz EVP - Human Resources Jan. 2, 2016 F 5,384 0 0 $0
Christopher J Hagedorn Group Exec & Chief Dev Off Jan. 2, 2016 F 7,897 0 0 $0
Jeane L. Hull EVP - Chief Technical Officer Jan. 2, 2015 A 70,985 0 0 $0
Alexander C Schoch Exec VP & CLO Jan. 2, 2015 A 26,404 0 0 $0
Sharon D Fiehler EVP - Chief Admin. Officer Feb. 3, 2014 F 5,435 0 0 $0
Eric Ford Chairman - Australia Jan. 3, 2014 F 202,930 0 0 $0
Richard A Navarre Pres & Chief Comm. Officer Jan. 26, 2012 A 213,508 0 0 $0
Roger B Walcott JR EVP - Strategy & Bus. Services March 11, 2008 S 18,780 0 0 $0
Ian S Craig Managing Dir - Australian Ops. Feb. 25, 2008 S 14,247 0 0 $0
Rick A Bowen Pres. of Gen. & Btu Conv. Jan. 2, 2008 A — 0 0 $0
Jiri Nemec Group VP - U.S. Eastern Ops. Oct. 31, 2007 J 22,682 0 0 $0
Richard M Whiting EVP - Chief Marketing Officer Oct. 31, 2007 J 48,032 0 0 $0
Jeffery L Klinger VP, GC & Sec. March 1, 2006 M 48,932 0 0 $0
Fredrick D Palmer Senior VP - Govt Relations Feb. 9, 2006 P 6,139 0 0 $0
John L Wasik Group Executive - Southwest May 6, 2004 J 18,827 0 0 $0
Clayton D. Walker Director June 8, 2026 A 7,904 0 0 $0
Margaret Katherine Banks Director June 8, 2026 A 22,469 0 0 $0
Andrea E. Bertone Director June 8, 2026 A 47,048 0 0 $0
Nicholas J. Chirekos Director June 8, 2026 A 44,619 0 0 $0
Georganne Hodges Director June 8, 2026 A 8,042 0 0 $0
William H Champion Director June 8, 2026 A 43,203 0 0 $0
Robert A Malone Director June 8, 2026 A 58,640 0 0 $0
Stephen E Gorman Director June 8, 2026 A 57,669 0 0 $0
Joe W Laymon Director May 8, 2026 A 59,689 0 0 $0
Samantha Algaze Director March 13, 2024 A 28,942 0 0 $0
David J Miller Director March 13, 2024 A 28,942 0 0 $0
Shaun A. Usmar Director June 12, 2019 A 12,766 0 0 $0
Kenneth W Moore Director June 12, 2019 A 12,766 0 0 $0
Michael W Sutherlin Director June 12, 2019 A 12,766 0 0 $0
MADDEN TERESA S Director June 12, 2019 A 12,766 0 0 $0
Alan H Washkowitz Director Jan. 2, 2015 A 45,594 0 0 $0
Martha Frances Keeth Director Jan. 2, 2013 A 16,760 0 0 $0
Blanche M Touhill Director Jan. 5, 2009 A 41,727 0 0 $0
Henry Givens JR Director March 18, 2008 M 7,820 0 0 $0
James Dr R Schlesinger Director Jan. 2, 2008 A 10,944 0 0 $0

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

Activists & 5%+ owners 11 positions

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
Thomist Capital Management, LP, Thomist Capital, LLC, The Thomist Fund, LP, Brian Kuzma ×4 filings Nov. 13, 2024 — Initial filing — SEC
Elliott Investment Management L.P. ×14 filings March 1, 2024 — Initial filing — SEC
Elliott Associates, L.P., Elliott International, L.P., Elliott International Capital Advisors Inc. ×5 filings Aug. 6, 2019 — Initial filing — SEC
Discovery Capital Management, LLC, Robert K. Citrone ×7 filings Jan. 17, 2018 — Initial filing Passive investment SEC
The Mangrove Partners Master Fund, Ltd., The Mangrove Partners Fund, L.P., The Mangrove Partners Fund (Cayman), Ltd., Mangrove Partners, Mangrove Capital, Nathaniel August ×4 filings Jan. 27, 2017 — Initial filing Passive investment SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 17, 2005 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 30, 2004 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 31, 2004 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Jan. 9, 2004 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 15, 2003 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 9, 2003 — Initial filing Passive investment 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 82 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
COAL · EXCHANGE TRADED CONCEPTS TRUST 3.57% 86,616 NS May 31, 2026 N-PORT
PSCE · Invesco Exchange-Traded Fund Trust … 3.02% 119,203 SH Aug. 24, 2026 Daily
TCV · EA Series Trust 1.85% 138,522 NS May 29, 2026 N-PORT
FMKT · Tidal Trust I 1.42% 7,860 NS May 31, 2026 N-PORT
XSMO · Invesco Exchange-Traded Fund Trust 1.02% 1,114,835 SH Aug. 24, 2026 Daily
XSVM · Invesco Exchange-Traded Fund Trust 0.75% 179,057 SH Aug. 24, 2026 Daily
VAMO · Cambria ETF Trust 0.60% 18,784 NS April 30, 2026 N-PORT
BRNY · EA Series Trust 0.49% 101,485 NS April 30, 2026 N-PORT
EBIT · Harbor ETF Trust 0.36% 1,528 NS April 30, 2026 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0.34% 37,697 SH Aug. 24, 2026 Daily
AVUV · AMERICAN CENTURY ETF TRUST 0.33% 3,326,812 NS May 31, 2026 N-PORT
SMDX · Tidal Trust III 0.32% 14,895 NS April 30, 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.30% 258,451 SH Aug. 19, 2026 Daily
FSCC · Federated Hermes ETF Trust 0.26% 26,359 NS May 31, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.26% 192,159 SH Aug. 24, 2026 Daily
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.23% 49,905 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.22% 629,118 NS April 30, 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0.22% 19,994 SH Aug. 24, 2026 Daily
IWN · iShares Trust 0.22% 1,159,246 SH Aug. 24, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.22% 224,642 NS May 31, 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0.22% 7,899 NS May 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.18% 108,283 SH Aug. 19, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 42,468 NS April 30, 2026 N-PORT
FENY · FIDELITY COVINGTON TRUST 0.15% 115,963 NS April 30, 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.15% 425,896 SH Aug. 19, 2026 Daily
VDE · VANGUARD WORLD FUND 0.15% 704,985 SH Aug. 19, 2026 Daily
SAA · ProShares Trust 0.15% 1,455 NS May 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.13% 4,012 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.13% 656,600 NS April 30, 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0.12% 6,968 NS May 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.11% 9,211 NS April 30, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.11% 55,094 NS April 30, 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.11% 97,233 SH Aug. 19, 2026 Daily
IWM · iShares Trust 0.11% 3,163,059 SH Aug. 24, 2026 Daily
ROSC · Lattice Strategies Trust 0.10% 2,098 NS April 30, 2026 N-PORT
RSSL · Global X Funds 0.10% 53,046 NS April 30, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.09% 713,799 SH Aug. 19, 2026 Daily
ISCV · iShares Trust 0.09% 22,802 SH Aug. 24, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.08% 8,774 SH Aug. 24, 2026 Daily
RB · ProShares Trust 0.08% 36 NS May 31, 2026 N-PORT
ITWO · ProShares Trust 0.08% 5,760 NS May 31, 2026 N-PORT
IGE · iShares Trust 0.08% 22,857 SH Aug. 24, 2026 Daily
DFAS · Dimensional ETF Trust 0.08% 401,759 NS April 30, 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0.07% 276 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.07% 586,118 NS May 31, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.07% 23,707 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.06% 1,773,546 SH Aug. 19, 2026 Daily
UWM · ProShares Trust 0.05% 4,506 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.04% 4,697 SH Aug. 24, 2026 Daily
DXUV · Dimensional ETF Trust 0.04% 5,458 NS April 30, 2026 N-PORT