CFFN Capitol Federal Financial, Inc. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$8.57
Price · Aug 19, 2026
Fundamentals as of Aug 7, 2026
52W Range
$6–$9
79% of range
Analyst Rating
BUY
9 analysts
Price Target
$10
+11% upside
P/E (TTM)
16.5
ROE
6.5%
Net Profit Margin
417.3%

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

Price
$8.57
Market Cap
$1.13B
P/E (TTM)
16.5
EPS (TTM)
$0.52
Revenue (TTM)
$16M
Div Yield
3.9%
ROE
6.5%
Debt/Equity
—
52W Range
$6 – $9

CFFN 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 $16M
9-point trend, +8.3%
2017-09-30 → 2025-09-30
EPS $0.52
10-point trend, -17.5%
2016-09-30 → 2025-09-30
Free Cash Flow $50M
10-point trend, -28.9%
2016-09-30 → 2025-09-30
Margins 417.3%

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

Metric
5Y trend
CFFN
Peer Median
P/E (TTM)
5-point trend, -40.5%
16.5
15.6
P/S (TTM)
5-point trend, -46.7%
69.5
1.8
P/B
5-point trend, -37.6%
1.1
1.0
Price / FCF
5-point trend, -31.3%
22.7
—

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

Metric
5Y trend
CFFN
Peer Median
Net Profit Margin
5-point trend, -9.5%
417.3%
24.6%
ROA
5-point trend, -12.5%
0.70%
1.0%
ROE
5-point trend, +6.4%
6.5%
9.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
CFFN
Peer Median

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

Metric
5Y trend
CFFN
Peer Median
Revenue YoY
5-point trend, -1.2%
6.5%
—
Revenue CAGR 3Y
5-point trend, -1.2%
-3.4%
—
Revenue CAGR 5Y
5-point trend, -1.2%
1.9%
—
EPS YoY
5-point trend, -7.1%
79.3%
—
Net Income YoY
5-point trend, -10.6%
79.0%
—

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

Metric
5Y trend
CFFN
Peer Median
EPS (Diluted)
5-point trend, -7.1%
$0.52
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
CFFN
Peer Median
Payout Ratio
5-point trend, -58.0%
65.0%
—

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

Dividend Yield
3.9%
Payout Ratio
65.0%
5Y Div CAGR
—
Ex-dateAmount
Aug. 7, 2026$0.0850
May 1, 2026$0.0850
Feb. 6, 2026$0.0850
Jan. 9, 2026$0.0400
Nov. 7, 2025$0.0850
Aug. 1, 2025$0.0850
May 2, 2025$0.0850
Feb. 7, 2025$0.0850
Nov. 1, 2024$0.0850
Aug. 2, 2024$0.0850
May 2, 2024$0.0850
Feb. 1, 2024$0.0850
Nov. 2, 2023$0.0850
Aug. 3, 2023$0.0850
May 4, 2023$0.0850
Feb. 2, 2023$0.0850
Nov. 17, 2022$0.2800
Nov. 3, 2022$0.0850
Aug. 4, 2022$0.0850
June 9, 2022$0.2000

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

BUY 9 analysts
  • Strong Buy 2 22.2%
  • Buy 4 44.4%
  • Hold 3 33.3%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

3 analysts · 2026-08-14
Median target $9.50 +10.9%
Mean target $9.50 +10.9%

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

Avg Surprise
0.01%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.19 $0.18 0.01%
March 31, 2026 $0.16 $0.17 -0.01%
Dec. 31, 2025 $0.16 $0.15 0.01%
Sept. 30, 2025 $0.14 $0.14 -0.00%
June 30, 2025 $0.14 $0.12 0.02%
March 31, 2025 $0.12 $0.11 0.01%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
CFFN $839M 12.2 6.5% 417.3% 6.5% —
MCB $770M 11.5 -53.8% 643.2% 9.7% —
AMTB — 15.5 30.8% 11.9% 5.6% —
FSBC $765M 12.3 25.6% 38.9% 14.3% —
MBWM $826M 8.8 4.8% 36.6% 13.1% —
EQBK — 36.3 -6.6% 10.8% 3.3% —
BFST $771M 9.4 1.2% 820.8% 10.1% —
MCBS $765M 10.1 10.2% 44.0% 14.0% —

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

Income Statement 10
Annual Income Statement data for CFFN
Metric Trend 202520242023202220212020201920182017
Revenue 9-point trend, +8.3% $16M $15M $18M $18M $16M $15M $17M $16M $15M
Interest Expense 7-point trend, +75.3% · · $207M $87M $83M $116M $124M $123M $118M
Interest Income 9-point trend, +27.6% $400M $377M $360M $280M $258M $305M $330M $322M $313M
Pretax Income 9-point trend, -35.1% $83M $54M $-139M $107M $96M $81M $121M $124M $128M
Income Tax 9-point trend, -65.7% $15M $16M $-37M $23M $20M $16M $26M $25M $44M
Net Income 9-point trend, -19.1% $68M $38M $-102M $84M $76M $65M $94M $99M $84M
EPS (Basic) 9-point trend, -17.5% $0.52 $0.29 $-0.76 $0.62 $0.56 $0.47 $0.68 $0.73 $0.63
EPS (Diluted) 9-point trend, -17.5% $0.52 $0.29 $-0.76 $0.62 $0.56 $0.47 $0.68 $0.73 $0.63
Shares (Basic) 9-point trend, -3.1% 129,988,031 130,670,780 133,556,864 135,700,447 135,481,232 137,896,704 137,676,923 134,698,344 134,082,420
Shares (Diluted) 9-point trend, -3.2% 129,988,031 130,670,780 133,556,864 135,700,447 135,495,595 137,901,188 137,735,401 134,758,991 134,243,862
Balance Sheet 15
Annual Balance Sheet data for CFFN
Metric Trend 202520242023202220212020201920182017
Cash & Equivalents 9-point trend, -28.2% $252M $217M $246M $49M $42M $185M $220M $139M $352M
PP&E (Net) 9-point trend, +5.3% $89M $91M $92M $95M $99M $102M $97M $96M $85M
PP&E (Gross) 9-point trend, +33.8% $203M $199M $192M $188M $193M $191M $177M $170M $151M
Accum. Depreciation 9-point trend, +70.1% $113M $108M $101M $93M $94M $89M $80M $74M $67M
Goodwill Flat — no change across 5 periods $9M $9M $9M $9M $9M · · · ·
Intangibles 5-point trend, -94.4% $223.0K $746.0K $2M $3M $4M · · · ·
Total Assets 9-point trend, +6.4% $9.78B $9.53B $10.18B $9.62B $9.63B $9.49B $9.34B $9.45B $9.19B
Deferred Tax 6-point trend, -85.6% $2M $0 · $0 $6M $8M $14M · ·
Total Liabilities 9-point trend, +11.6% $8.73B $8.50B $9.13B $8.53B $8.39B $8.20B $8.00B $8.06B $7.82B
Common Stock 9-point trend, -4.3% $1M $1M $1M $1M $1M $1M $1M $1M $1M
Retained Earnings 9-point trend, -137.2% $-87M $-111M $-105M $80M $99M $143M $174M $215M $235M
AOCI 9-point trend, +439.9% $16M $22M $9M $-146M $-16M $-17M $-15M $4M $3M
Stockholders' Equity 9-point trend, -23.4% $1.05B $1.03B $1.04B $1.10B $1.24B $1.28B $1.34B $1.39B $1.37B
Liabilities + Equity 9-point trend, +6.4% $9.78B $9.53B $10.18B $9.62B $9.63B $9.49B $9.34B $9.45B $9.19B
Shares Outstanding 9-point trend, -4.4% 132,204,305 132,735,565 135,936,375 138,858,884 138,832,284 138,956,296 141,440,030 141,225,516 138,223,835
Cash Flow 13
Annual Cash Flow data for CFFN
Metric Trend 202520242023202220212020201920182017
Stock-based Comp 9-point trend, -20.9% $400.0K $358.0K $327.0K $498.0K $496.0K $570.0K $552.0K $372.0K $506.0K
Deferred Tax 9-point trend, +125.6% $2M $4M $-46M $2M $-2M $-6M $-361.0K $-5M $922.0K
Amort. of Intangibles 9-point trend, +523000.00 $523.0K $774.0K $1M $1M $2M $2M $2M $234.0K $0
Operating Cash Flow 9-point trend, -35.6% $55M $31M $48M $97M $74M $93M $81M $124M $85M
CapEx 9-point trend, -43.0% $5M $7M $6M $6M $9M $15M $12M $12M $9M
Investing Cash Flow 9-point trend, -241.2% $-207M $629M $-329M $-168M $-327M $-151M $233M $-22M $146M
Stock Repurchased 9-point trend, +3887000.00 $4M $19M $23M $0 $5M $21M $0 $0 $0
Net Stock Activity 7-point trend, -3887000.00 $-4M $-19M $-23M $0 $-5M $-21M · · $0
Dividends Paid 9-point trend, -62.5% $44M $45M $83M $103M $118M $94M $135M $118M $118M
Financing Cash Flow 9-point trend, +215.4% $187M $-689M $478M $49M $83M $44M $-200M $-315M $-162M
Net Change in Cash 2-point trend, -404.2% · · · · · · · $-213M $70M
Free Cash Flow 9-point trend, -34.7% $50M $24M $41M $92M $65M $78M $69M $112M $76M
Levered FCF 7-point trend, -9316.9% · · $-110M $23M $-845.7K $-14M $-27M $14M $-1M
Profitability 4
Annual Profitability data for CFFN
Metric Trend 202520242023202220212020201920182017
Net Margin 9-point trend, +979.2% 417.3% 248.4% -577.6% 466.6% 461.1% 436.1% 567.7% 44.8% 38.7%
Pretax Margin 9-point trend, +766.4% 509.3% 353.6% -789.5% 592.3% 582.0% 544.8% 726.8% 56.1% 58.8%
ROA 9-point trend, -23.1% 0.70% 0.39% -1.0% 0.88% 0.80% 0.69% 1.0% 1.1% 0.91%
ROE 9-point trend, +5.8% 6.5% 3.7% -9.7% 7.6% 6.1% 5.0% 7.1% 7.2% 6.2%
Efficiency 1
Annual Efficiency data for CFFN
Metric Trend 202520242023202220212020201920182017
Asset Turnover 9-point trend, -92.8% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 6
Annual Per Share data for CFFN
Metric Trend 202520242023202220212020201920182017
Book Value / Share 9-point trend, -19.9% $7.92 $7.78 $7.68 $7.90 $8.95 $9.25 $9.45 $9.85 $9.90
Revenue / Share 9-point trend, -92.3% $0.13 $0.12 $0.13 $0.13 $0.12 $0.11 $0.12 $1.64 $1.62
Cash Flow / Share 9-point trend, -33.5% $0.42 $0.24 $0.36 $0.72 $0.55 $0.67 $0.59 $0.92 $0.64
Cash / Share 9-point trend, -24.9% $1.91 $1.64 $1.81 $0.35 $0.30 $1.33 $1.56 $0.98 $2.54
Dividend / Share 9-point trend, -61.4% $0 $0 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 9-point trend, -17.5% $0.52 $0.29 $-0.76 $0.62 $0.56 $0.47 $0.68 $0.73 $0.63
Growth Rates 10
Annual Growth Rates data for CFFN
Metric Trend 202520242023202220212020201920182017
Revenue YoY 5-point trend, -43.1% 6.5% -13.1% -2.8% 9.7% 11.5% · · · ·
Revenue CAGR 3Y 3-point trend, -157.6% -3.4% -2.5% 5.9% · · · · · ·
Revenue CAGR 5Y 1.9% · · · · · · · ·
EPS YoY 3-point trend, +314.2% 79.3% · · 10.7% 19.1% · · · ·
EPS CAGR 3Y 2-point trend, +71.1% -5.7% -19.7% · · · · · · ·
EPS CAGR 5Y 2.0% · · · · · · · ·
Net Income YoY 3-point trend, +341.7% 79.0% · · 11.0% 17.9% · · · ·
Net Income CAGR 3Y 2-point trend, +66.3% -7.0% -20.6% · · · · · · ·
Net Income CAGR 5Y 1.1% · · · · · · · ·
Dividend CAGR 5Y -14.0% · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for CFFN
Metric Trend 202520242023202220212020201920182017
Revenue TTM 9-point trend, +8.3% $16M $15M $18M $18M $16M $15M $17M $16M $15M
Net Income TTM 9-point trend, -19.1% $68M $38M $-102M $84M $76M $65M $94M $99M $84M
Market Cap 9-point trend, -58.7% $839M $775M $648M $1.15B $1.60B $1.29B $1.95B $1.80B $2.03B
P/E 9-point trend, -47.7% 12.2 20.1 -6.3 13.4 20.5 19.7 20.3 17.5 23.3
P/S 9-point trend, -61.8% 51.5 50.7 36.8 63.7 96.7 87.0 117.4 115.1 135.0
P/B 9-point trend, -46.0% 0.8 0.8 0.6 1.1 1.3 1.0 1.5 1.3 1.5
P / Tangible Book 6-point trend, -19.3% 0.8 0.8 0.6 1.1 1.3 1.0 · · ·
P / Cash Flow 9-point trend, -35.9% 15.3 24.9 13.6 11.8 21.4 13.9 24.1 14.5 23.8
P / FCF 9-point trend, -36.7% 16.8 32.3 15.7 12.6 24.5 16.5 28.2 16.0 26.6
Dividend Yield 9-point trend, -9.3% 5.3% 5.7% 12.8% 8.9% 7.4% 7.3% 6.9% 6.6% 5.8%
Earnings Yield 9-point trend, +90.9% 8.2% 5.0% -15.9% 7.5% 4.9% 5.1% 4.9% 5.7% 4.3%
Payout Ratio 9-point trend, -53.6% 65.0% 117.1% -81.8% 122.1% 155.0% 145.4% 143.2% 119.6% 140.2%
Annual Payout 9-point trend, -62.5% $44M $45M $83M $103M $118M $94M $135M $118M $118M

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

Income Statement
2025-09-302024-09-302023-09-302022-09-302021-09-30
Revenue $16M$15M$18M$18M$16M
Net Income $68M$38M$-102M$84M$76M
Diluted EPS $0.52$0.29$-0.76$0.62$0.56
Cash Flow
2025-09-302024-09-302023-09-302022-09-302021-09-30
Free Cash Flow $50M$24M$41M$92M$65M

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Institutional owners (13F) 258 filers · $667.3M 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
29 (-10 vs prior Q) 26 (-3 vs prior Q) 75 (-3 vs prior Q) 70 (-2 vs prior Q) +1.5M

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 GROUP INC $79,884,433 11,730,460 11.97% Shares
DIMENSIONAL FUND ADVISORS LP $59,889,355 7,037,527 8.98% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $56,350,318 6,621,659 8.44% Shares
HoldCo Asset Management, LP $55,026,162 6,466,059 8.25% Shares
STATE STREET CORP $54,378,492 6,389,952 8.15% Shares
VANGUARD CAPITAL MANAGEMENT LLC $43,175,170 5,073,463 6.47% Shares
RENAISSANCE TECHNOLOGIES LLC $32,325,209 3,798,497 4.84% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $28,048,815 3,295,983 4.20% Shares
GEODE CAPITAL MANAGEMENT, LLC $23,426,724 2,752,437 3.51% Shares
MILLENNIUM MANAGEMENT LLC $22,691,889 2,666,497 3.40% Shares
AMERICAN CENTURY COMPANIES INC $22,346,018 2,625,854 3.35% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $15,382,148 1,807,538 2.31% Shares
TWO SIGMA INVESTMENTS, LP $14,524,511 1,706,758 2.18% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $14,089,556 1,655,647 2.11% Shares
CRAMER ROSENTHAL MCGLYNN LLC $11,873,875 1,395,285 1.78% Shares
BANK OF AMERICA CORP /DE/ $7,264,552 853,649 1.09% Shares
Bank of New York Mellon Corp $7,102,540 834,611 1.06% Shares
TWO SIGMA ADVISERS, LP $6,987,741 1,026,100 1.05% Shares
VANGUARD FIDUCIARY TRUST CO $6,589,591 774,335 0.99% Shares
PRINCIPAL FINANCIAL GROUP INC $4,775,829 561,202 0.72% Shares
IEQ CAPITAL, LLC $4,225,886 496,579 0.63% Shares
Foundry Partners, LLC $4,113,256 734,510 0.62% Shares
TOWLE & CO $3,811,552 447,891 0.57% Shares
JUPITER ASSET MANAGEMENT LTD $3,786,686 444,969 0.57% Shares
AMERIPRISE FINANCIAL INC $3,584,753 421,240 0.54% Shares
Public Sector Pension Investment Board $3,410,144 400,722 0.51% Shares
PANAGORA ASSET MANAGEMENT INC $2,985,129 350,779 0.45% Shares
Empowered Funds, LLC $2,862,219 336,336 0.43% Shares
Campbell & CO Investment Adviser LLC $2,555,510 300,295 0.38% Shares
RHUMBLINE ADVISERS $2,550,165 299,669 0.38% Shares
Trexquant Investment LP $2,538,065 298,245 0.38% Shares
Mariner, LLC $2,344,739 275,533 0.35% Shares
GOLDMAN SACHS GROUP INC $2,271,191 266,885 0.34% Shares
State of New Jersey Common Pension Fund D $2,100,268 246,800 0.31% Shares
Swiss National Bank $2,050,910 241,000 0.31% Shares
Connor, Clark & Lunn Investment Management Ltd. $1,901,738 223,471 0.29% Shares
ENDEAVOR PRIVATE WEALTH, INC. $1,872,936 220,087 0.28% Shares
Legal & General Group Plc $1,532,992 180,140 0.23% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1,432,471 168,328 0.21% Shares
CWM, LLC $1,364,900 191,431 0.20% Shares
CITADEL ADVISORS LLC $1,257,531 147,771 0.19% Shares
LPL Financial LLC $1,244,868 146,283 0.19% Shares
Quantinno Capital Management LP $1,193,139 140,204 0.18% Shares
PRUDENTIAL FINANCIAL INC $1,040,918 122,317 0.16% Shares
DEUTSCHE BANK AG\ $1,025,089 120,457 0.15% Shares
INTECH INVESTMENT MANAGEMENT LLC $1,007,022 118,334 0.15% Shares
BlackRock, Inc. $975,603 114,642 0.15% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $942,465 121,579 0.14% Shares
WEDGE CAPITAL MANAGEMENT L L P/NC $906,758 127,175 0.14% Shares
WELLS FARGO & COMPANY/MN $905,830 106,443 0.14% Shares
ALLIANCEBERNSTEIN L.P. $905,752 127,034 0.14% Shares
CANADA PENSION PLAN INVESTMENT BOARD $861,212 101,200 0.13% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $821,198 115,175 0.12% Shares
MERCER GLOBAL ADVISORS INC /ADV $818,076 96,131 0.12% Shares
FMR LLC $794,969 93,416 0.12% Shares
BARCLAYS PLC $782,410 91,940 0.12% Shares
CAPTRUST FINANCIAL ADVISORS $780,260 91,687 0.12% Shares
WINTON GROUP Ltd $772,512 90,777 0.12% Shares
Nuveen, LLC $769,168 90,384 0.12% Shares
Vanguard Global Advisers, LLC $765,202 89,918 0.11% Shares
Cerity Partners LLC $735,911 86,476 0.11% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $706,475 83,017 0.11% Shares
FRANKLIN RESOURCES INC $694,756 81,640 0.10% Shares
Mutual Advisors, LLC $673,898 79,189 0.10% Shares
Arax Advisory Partners $656,803 77,180 0.10% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $654,692 76,932 0.10% Shares
VANGUARD ASSET MANAGEMENT, Ltd $648,462 76,200 0.10% Shares
New Age Alpha Advisors, LLC $644,471 75,731 0.10% Shares
Rafferty Asset Management, LLC $636,965 74,849 0.10% Shares
MetLife Investment Management, LLC $609,129 71,578 0.09% Shares
UBS Group AG $595,904 70,024 0.09% Shares
XTX Topco Ltd $589,352 69,254 0.09% Shares
Brandywine Global Investment Management, LLC $538,262 79,040 0.08% Shares
Illinois Municipal Retirement Fund $535,228 62,894 0.08% Shares
VOYA INVESTMENT MANAGEMENT LLC $503,196 59,130 0.08% Shares
Watershed Asset Management, L.L.C. $501,792 58,965 0.08% Shares
FIFTH THIRD BANCORP $497,792 58,495 0.07% Shares
FIRST TRUST ADVISORS LP $482,780 56,731 0.07% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $480,415 56,453 0.07% Shares
COMERICA BANK $443,113 65,068 0.07% Shares
Louisiana State Employees Retirement System $434,861 51,100 0.07% Shares
Invesco Ltd. $416,769 48,974 0.06% Shares
JANUS HENDERSON GROUP PLC $409,759 57,510 0.06% Shares
CAXTON ASSOCIATES LP $384,280 65,022 0.06% Shares
BNP PARIBAS FINANCIAL MARKETS $373,232 43,858 0.06% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $341,864 40,172 0.05% Shares
GAMCO INVESTORS, INC. ET AL $336,145 39,500 0.05% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $331,907 39,002 0.05% Shares
Graham Capital Management, L.P. $325,686 38,271 0.05% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $313,015 36,782 0.05% Shares
AMERICAN FINANCIAL GROUP INC $306,360 36,000 0.05% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $292,472 34,368 0.04% Shares
Focus Partners Wealth $292,056 34,319 0.04% Shares
Police & Firemen's Retirement System of New Jersey $289,646 34,036 0.04% Shares
ARIZONA STATE RETIREMENT SYSTEM $282,030 33,141 0.04% Shares
LAZARD ASSET MANAGEMENT LLC $281,443 33,072 0.04% Shares
NEW YORK STATE COMMON RETIREMENT FUND $277,077 32,559 0.04% Shares
BRIGHTON JONES LLC $274,583 32,266 0.04% Shares
Cambria Investment Management, L.P. $271,307 31,881 0.04% Shares
VIRTUS ADVISERS, LLC $265,835 31,238 0.04% Shares

Company insiders 12 insiders · 5 officers · 4 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John B Dicus Chairman, President and CEO Dec. 31, 2025 A 1,333,352 0 0 $0
Kent G Townsend Executive Vice President Dec. 31, 2025 A 200,908 0 0 $0
Rick C Jackson Executive Vice President Jan. 2, 2019 A 126,800 0 0 $0
Joe R Aleshire Executive Vice President Dec. 21, 2010 J 565 0 0 $0
Larry K Brubaker Executive Vice President Dec. 21, 2010 J 742 0 0 $0
Michael T Mccoy Director Dec. 21, 2010 J 28,109 0 0 $0
Marilyn S Ward Director Dec. 21, 2010 J 172,338 0 0 $0
B B Andersen Director Dec. 21, 2010 J 101 0 0 $0
Tara Van Houweling — Dec. 31, 2025 A 18,565 0 0 $0
Jeffrey M Johnson — April 25, 2025 P 132,900 0 0 $0
Jeffrey R Thompson — March 27, 2025 P 76,353 0 0 $0
Morris J Huey II — March 4, 2024 P 275,000 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
HoldCo Opportunities Fund V, L.P., VM GP X LLC, HoldCo Asset Management, LP, VM GP II LLC, Zaitzeff Michael, Vikaran Ghei May 5, 2026 5.10% 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 65 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
MYLD · Cambria ETF Trust 0.96% 37,060 NS April 30, 2026 N-PORT
ESSC · Strategy Shares 0.47% 15,857 NS April 30, 2026 N-PORT
DPST · Direxion Shares ETF Trust 0.16% 100,576 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.07% 647,518 NS April 30, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.05% 1,894,275 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.05% 817,473 NS April 30, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.05% 162,938 NS May 31, 2026 N-PORT
SAA · ProShares Trust 0.04% 1,428 NS May 31, 2026 N-PORT
SMDX · Tidal Trust III 0.04% 6,516 NS April 30, 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.04% 454,755 NS May 31, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.04% 44,833 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.03% 53,374 NS April 30, 2026 N-PORT
JSTC · Tidal Trust I 0.03% 11,896 NS May 31, 2026 N-PORT
ITWO · ProShares Trust 0.02% 5,800 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.02% 431,382 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.02% 579,410 NS May 31, 2026 N-PORT
TILT · FlexShares Trust 0.01% 37,559 NS April 30, 2026 N-PORT
UWM · ProShares Trust 0.01% 4,535 NS May 31, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.01% 30,426 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.01% 4,587 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.01% 3,634 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 5,675 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.01% 320,163 NS April 30, 2026 N-PORT
HDG · ProShares Trust 0.00% 115 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 12,477 NS April 30, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 8,171 NS April 30, 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.00% 5,127 NS May 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.00% 50,879 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 36,957 NS May 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 32,824 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 43,725 NS April 30, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 74,171 NS May 31, 2026 N-PORT
EBI · RBB Fund Trust 0.00% 699 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VB · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VBR · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTI · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND — — July 30, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND — — July 30, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS — — July 15, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS — — July 15, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
IJR · iShares Trust — — Aug. 10, 2026 Daily
IJS · iShares Trust — — Aug. 10, 2026 Daily
ITOT · iShares Trust — — July 22, 2026 Daily
IWV · iShares Trust — — Aug. 18, 2026 Daily
IWN · iShares Trust — — Aug. 17, 2026 Daily
IWM · iShares Trust — — Aug. 18, 2026 Daily