CNO CNO Financial Group, Inc. Common Stock
$54.02
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$38–$58
82% of range
Analyst Rating
HOLD
13 analysts
Price Target
$54
P/E (TTM)
23.5
ROE
8.9%
Net Profit Margin
5.1%
CNO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$54.02
Market Cap
$5.10B
P/E (TTM)
23.5
EPS (TTM)
$2.30
Revenue (TTM)
$4.49B
Div Yield
1.3%
ROE
8.9%
Debt/Equity
—
52W Range
$38 – $58
CNO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$4.49B
2018-12-31
→
2025-12-31
EPS
$2.30
2018-12-31
→
2025-12-31
Free Cash Flow
—
Margins
5.1%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
CNO
Peer Median
P/E (TTM)
23.5
17.0
P/S (TTM)
1.1
0.7
P/B
1.9
0.9
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
CNO
Peer Median
Operating Margin
12.3%
—
Net Profit Margin
5.1%
5.0%
ROA
0.60%
0.52%
ROE
8.9%
8.8%
ROIC
16.4%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
CNO
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
CNO
Peer Median
Revenue YoY
0.85%
—
Revenue CAGR 3Y
7.8%
—
Revenue CAGR 5Y
3.3%
—
EPS YoY
-40.9%
—
Net Income YoY
-45.5%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
CNO
Peer Median
Payout Ratio
28.9%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
1.3%
Payout Ratio
28.9%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 10, 2026 | $0.1800 |
| March 10, 2026 | $0.1700 |
| Dec. 10, 2025 | $0.1700 |
| Sept. 10, 2025 | $0.1700 |
| June 10, 2025 | $0.1700 |
| March 10, 2025 | $0.1600 |
| Dec. 10, 2024 | $0.1600 |
| Sept. 10, 2024 | $0.1600 |
| June 10, 2024 | $0.1600 |
| March 7, 2024 | $0.1500 |
| Dec. 7, 2023 | $0.1500 |
| Sept. 7, 2023 | $0.1500 |
| June 8, 2023 | $0.1500 |
| March 9, 2023 | $0.1400 |
| Dec. 8, 2022 | $0.1400 |
| Sept. 8, 2022 | $0.1400 |
| June 9, 2022 | $0.1400 |
| March 9, 2022 | $0.1300 |
| Dec. 9, 2021 | $0.1300 |
| Sept. 9, 2021 | $0.1300 |
CNO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
HOLD
13 analysts
- Strong Buy 0 0.0%
- Buy 0 0.0%
- Hold 8 61.5%
- Sell 4 30.8%
- Strong Sell 1 7.7%
12-Month Price Target
4 analysts · 2026-08-18
Median
$53.50
Now
$54.02
Low
$52.00
High
$56.00
Median target
$53.50
-1.0%
Mean target
$53.75
-0.5%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.22%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.26 | $0.97 | 0.29% |
| March 31, 2026 | $1.05 | $0.95 | 0.10% |
| Dec. 31, 2025 | $1.47 | $0.95 | 0.52% |
| Sept. 30, 2025 | $1.29 | $0.93 | 0.36% |
| June 30, 2025 | $0.87 | $0.86 | 0.01% |
| March 31, 2025 | $0.79 | $0.80 | -0.01% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | — |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | — |
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | — |
| OSCR | — | -8.5 | 27.5% | -3.8% | -44.5% | — |
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | — |
| GNW | $3.54B | 16.7 | 0.08% | 3.0% | 2.6% | — |
| FG | $4.18B | 16.4 | -0.23% | 4.6% | 6.0% | — |
| BHF | — | — | — | — | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 11
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.49B | $4.45B | $4.15B | $3.58B | $4.12B | $3.82B | $4.02B | $4.31B | $4.30B | $3.99B | $3.81B | $4.14B | |
| Operating Income | $553M | $551M | $460M | $467M | $515M | $464M | $368M | $381M | $455M | · | · | · | |
| Interest Expense | $231M | $254M | $239M | $137M | $95M | $109M | $152M | $150M | $124M | $116M | $95M | $93M | |
| Pretax Income | $293M | $540M | $357M | $816M | $733M | $344M | $274M | $-265M | $480M | $353M | $368M | $175M | |
| Income Tax | $64M | $119M | $80M | $186M | $163M | $42M | $-135M | $50M | $305M | $-5M | $97M | $124M | |
| Net Income | $229M | $421M | $276M | $631M | $570M | $302M | $409M | $-315M | $176M | $358M | $271M | $51M | |
| EPS (Basic) | $2.35 | $3.96 | $2.44 | $5.45 | $4.44 | $2.12 | $2.62 | $-1.90 | $1.03 | $2.03 | $1.40 | $0.24 | |
| EPS (Diluted) | $2.30 | $3.89 | $2.40 | $5.36 | $4.35 | $2.11 | $2.61 | $-1.90 | $1.02 | $2.01 | $1.39 | $0.24 | |
| Shares (Basic) | 97,763,000 | 106,144,000 | 113,275,000 | 115,733,000 | 128,400,000 | 142,096,000 | 156,040,000 | 165,457,000 | 170,025,000 | 176,638,000 | 193,054,000 | 212,917,000 | |
| Shares (Diluted) | 99,822,000 | 108,116,000 | 115,124,000 | 117,717,000 | 131,126,000 | 143,164,000 | 157,148,000 | 165,457,000 | 172,144,000 | 178,323,000 | 195,166,000 | 217,655,000 | |
| EBITDA | $872M | $843M | $727M | $702M | $790M | $768M | $636M | $292M | $265M | $275M | $283M | $274M |
Balance Sheet 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $657M | $757M | $668M | $797M | $612M | |
| Total Assets | $38.79B | $37.85B | $35.03B | $33.13B | $36.20B | $35.34B | $33.63B | $31.44B | $33.11B | $31.98B | $31.13B | $31.16B | |
| Total Liabilities | $36.15B | $35.33B | $32.81B | $31.36B | $30.94B | $29.86B | $28.95B | $28.07B | $28.26B | $27.49B | $26.99B | $26.47B | |
| Long-term Debt | · | · | · | · | · | · | · | $917M | $915M | $913M | $925M | $797M | |
| Common Stock | $900.0K | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Retained Earnings | $2.42B | $2.25B | $1.90B | $1.69B | $1.13B | $752M | $536M | $197M | $560M | $651M | $347M | $128M | |
| AOCI | $-1.11B | $-1.37B | $-1.58B | $-1.96B | $1.95B | $2.19B | $1.37B | $178M | $1.21B | $622M | $403M | $825M | |
| Stockholders' Equity | $2.64B | $2.52B | $2.22B | $1.77B | $3.68B | $5.48B | $4.68B | $3.37B | $4.85B | $4.49B | $4.14B | $4.69B | |
| Liabilities + Equity | $38.79B | $37.85B | $35.03B | $33.13B | $36.20B | $35.34B | $33.63B | $31.44B | $33.11B | $31.98B | $31.13B | $31.16B | |
| Shares Outstanding | 94,484,339 | 101,618,957 | 109,357,540 | 114,343,070 | 120,377,152 | 135,279,119 | 148,084,178 | 162,202,000 | 166,858,000 | 173,754,000 | 184,029,000 | 203,324,000 |
Cash Flow 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $318M | $292M | $267M | $248M | $237M | $304M | $268M | $292M | $265M | $275M | $283M | $274M | |
| Deferred Tax | $400.0K | $93M | $12M | $154M | $99M | $100M | $39M | $93M | $72M | $173M | $119M | $144M | |
| Other Non-cash | $128M | $-157M | $27M | $-335M | $-225M | $29M | $-20M | $248M | $100M | $-47M | $71M | $-347M | |
| Operating Cash Flow | $676M | $628M | $583M | $495M | $598M | $736M | $697M | $318M | $633M | $776M | $748M | $122M | |
| Investing Cash Flow | $-1.67B | $-1.49B | $-872M | $-1.78B | $-1.53B | $-608M | $-556M | $-526M | $-270M | $-930M | $-1.07B | $56M | |
| Stock Issued | $12M | $11M | $13M | $14M | $22M | $19M | $9M | $4M | $8M | $8M | $6M | $5M | |
| Stock Repurchased | $331M | $300M | $166M | $190M | $408M | $268M | $254M | $108M | $168M | $210M | $365M | $319M | |
| Net Stock Activity | $-320M | $-289M | $-153M | $-177M | $-386M | $-249M | $-245M | $-104M | $-160M | $-195M | $-359M | $-314M | |
| Dividends Paid | $66M | $68M | $68M | $65M | $66M | $67M | $67M | $65M | $60M | $55M | $52M | $51M | |
| Financing Cash Flow | $-23M | $1.97B | $534M | $1.20B | $668M | $210M | $-143M | $107M | $-274M | $26M | $142M | $-266M | |
| Net Change in Cash | $-1.01B | $1.11B | $244M | $-87M | $-260M | $337M | $-2M | $-101M | $89M | $-128M | $-179M | $-87M | |
| Taxes Paid | $38M | $55M | $59M | $34M | $-20M | $28M | $-2M | $32M | $77M | · | · | · |
Profitability 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 12.3% | 12.4% | 11.1% | 10.0% | 11.4% | 12.1% | 9.2% | · | · | · | · | · | |
| Net Margin | 5.1% | 9.1% | 6.7% | 11.1% | 10.7% | 7.9% | 10.2% | -7.3% | 4.1% | 9.0% | 7.1% | 1.2% | |
| Pretax Margin | 6.5% | 11.7% | 8.6% | 14.5% | 13.8% | 9.0% | 6.8% | -6.1% | 11.2% | 8.9% | 9.7% | 4.2% | |
| EBITDA Margin | 19.4% | 18.9% | 17.5% | 19.6% | 19.2% | 20.1% | 15.8% | 6.8% | 6.2% | 6.9% | 7.4% | 6.6% | |
| ROA | 0.60% | 1.1% | 0.81% | 1.1% | 1.2% | 0.88% | 1.3% | -0.98% | 0.54% | 1.1% | 0.87% | 0.16% | |
| ROE | 8.9% | 15.6% | 13.5% | 24.3% | 8.4% | 5.7% | 8.9% | -9.0% | 3.6% | 8.0% | 6.5% | 1.1% | |
| ROIC | 16.4% | 17.2% | 16.1% | 19.6% | 7.0% | 7.4% | 11.8% | · | · | · | · | · |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 2.4 | 2.2 | 1.9 | 2.6 | 4.9 | 4.3 | 2.4 | · | · | · | · | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.85% | 7.3% | 15.9% | -13.2% | 7.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.8% | 2.6% | 2.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -40.9% | 62.1% | -55.2% | 23.2% | 106.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -24.6% | -3.7% | 4.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 1.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -45.5% | 52.2% | -56.1% | 10.6% | 89.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -28.6% | -9.6% | -2.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -5.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -0.24% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.49B | $4.45B | $4.15B | $3.58B | $4.12B | $3.82B | $4.02B | $4.31B | $4.30B | $3.99B | $3.81B | $4.14B | |
| Net Income TTM | $229M | $421M | $276M | $631M | $570M | $302M | $409M | $-315M | $176M | $358M | $271M | $51M | |
| Market Cap | $4.01B | $3.78B | $3.05B | $2.61B | $2.87B | $3.01B | $2.68B | $2.41B | $4.12B | $3.33B | $3.51B | $3.50B | |
| P/E | 18.5 | 9.6 | 11.6 | 4.3 | 5.5 | 10.5 | 6.9 | -7.8 | 24.2 | 9.5 | 13.7 | 71.8 | |
| P/S | 0.9 | 0.8 | 0.7 | 0.7 | 0.7 | 0.8 | 0.7 | 0.6 | 1.0 | 0.8 | 0.9 | 0.8 | |
| P/B | 1.5 | 1.5 | 1.4 | 1.9 | 0.5 | 0.5 | 0.6 | 0.7 | 0.8 | 0.7 | 0.8 | 0.7 | |
| P / Tangible Book | 1.5 | 1.5 | 1.4 | 1.5 | 0.8 | 0.5 | · | · | · | · | · | · | |
| P / Cash Flow | 5.9 | 6.0 | 5.2 | 5.3 | 4.8 | 4.1 | 3.9 | 7.6 | 6.7 | 4.4 | 4.7 | 28.7 | |
| Dividend Yield | 1.7% | 1.8% | 2.2% | 2.5% | 2.3% | 2.2% | 2.5% | 2.7% | 1.5% | 1.7% | 1.5% | 1.5% | |
| Earnings Yield | 5.4% | 10.4% | 8.6% | 23.5% | 18.2% | 9.5% | 14.4% | -12.8% | 4.1% | 10.5% | 7.3% | 1.4% | |
| Payout Ratio | 28.9% | 16.8% | 24.6% | 16.3% | 14.9% | 22.2% | 16.4% | -20.6% | 33.9% | 15.3% | 19.2% | 99.2% | |
| Annual Payout | $66M | $68M | $68M | $65M | $66M | $67M | $67M | $65M | $60M | $55M | $52M | $51M |
Income Statement 11
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.29B | $1.03B | $1.14B | $1.19B | $1.15B | $1.00B | $1.10B | $1.13B | $1.07B | $1.16B | $1.17B | $948M | $1.02B | $1.01B | $974M | $905M | |
| Operating Income | $151M | $130M | $174M | $163M | $112M | $105M | $174M | $154M | $149M | $75M | $172M | $130M | $81M | $76M | $107M | $101M | |
| Interest Expense | $55M | $51M | $53M | $57M | $59M | $62M | $62M | $68M | $64M | $60M | $64M | $63M | $58M | $55M | $48M | $38M | |
| Pretax Income | $160M | $48M | $111M | $36M | $118M | $28M | $232M | $11M | $151M | $146M | $46M | $216M | $96M | $-1M | $48M | $228M | |
| Income Tax | $34M | $11M | $6M | $28M | $26M | $6M | $49M | $2M | $34M | $34M | $10M | $48M | $22M | $-200.0K | $10M | $52M | |
| Net Income | $126M | $38M | $93M | $23M | $92M | $22M | $183M | $9M | $116M | $112M | $36M | $167M | $74M | $-800.0K | $38M | $176M | |
| EPS (Basic) | $1.35 | $0.40 | $0.98 | $0.24 | $0.93 | $0.21 | $1.78 | $0.09 | $1.08 | $1.03 | $0.33 | $1.48 | $0.64 | $-0.01 | $0.34 | $1.54 | |
| EPS (Diluted) | $1.33 | $0.39 | $0.95 | $0.24 | $0.91 | $0.21 | $1.74 | $0.09 | $1.06 | $1.01 | $0.31 | $1.46 | $0.64 | $-0.01 | $0.33 | $1.52 | |
| Shares (Basic) | 93,194,000 | 94,078,000 | -198,155,000 | 96,603,000 | 98,572,000 | 100,743,000 | -215,652,000 | 105,101,000 | 107,731,000 | 108,964,000 | -228,232,000 | 112,689,000 | 114,273,000 | 114,545,000 | -232,776,000 | 114,354,000 | |
| Shares (Diluted) | 94,952,000 | 96,139,000 | -202,187,000 | 98,553,000 | 100,386,000 | 103,070,000 | -219,118,000 | 107,131,000 | 109,258,000 | 110,845,000 | -229,533,000 | 114,462,000 | 115,650,000 | 114,545,000 | -236,499,000 | 115,928,000 | |
| EBITDA | $151M | $213M | · | $163M | $112M | $182M | · | $154M | $149M | $145M | · | $130M | $81M | $142M | · | $74M |
Balance Sheet 9
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | · | · | · | $70M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $39.86B | $38.96B | $38.79B | $38.30B | $37.33B | $37.44B | $37.85B | $37.65B | $36.29B | $34.94B | · | $33.51B | $34.05B | $34.02B | · | $33.04B | |
| Total Liabilities | $37.27B | $36.47B | $36.15B | $35.69B | $34.81B | $34.91B | $35.33B | $34.96B | $33.86B | $32.57B | · | $31.62B | $32.06B | $31.98B | · | $31.74B | |
| Common Stock | $900.0K | $900.0K | $900.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $2.55B | $2.44B | $2.42B | $2.34B | $2.33B | $2.23B | $2.25B | $2.09B | $2.09B | $2.00B | · | $1.88B | $1.73B | $1.67B | · | $1.43B | |
| AOCI | $-1.18B | $-1.22B | $-1.11B | $-1.12B | $-1.25B | $-1.24B | $-1.37B | $-1.12B | $-1.46B | $-1.48B | · | $-1.96B | $-1.73B | $-1.66B | · | $-2.17B | |
| Stockholders' Equity | $2.59B | $2.50B | $2.64B | $2.61B | $2.52B | $2.53B | $2.52B | $2.69B | $2.43B | $2.37B | $2.22B | $1.89B | $2.00B | $2.03B | $1.77B | $1.30B | |
| Liabilities + Equity | $39.86B | $38.96B | $38.79B | $38.30B | $37.33B | $37.44B | $37.85B | $37.65B | $36.29B | $34.94B | · | $33.51B | $34.05B | $34.02B | · | $33.04B | |
| Shares Outstanding | 92,696,990 | 93,795,306 | 94,484,339 | 95,840,989 | 97,319,000 | 99,893,923 | 101,618,957 | 103,922,954 | 106,513,566 | 108,568,594 | · | 112,163,169 | 113,673,882 | 114,905,172 | · | 114,367,345 |
Cash Flow 12
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $84M | $83M | $82M | $80M | $79M | $78M | $76M | $74M | $72M | $70M | $69M | $67M | $66M | $66M | $64M | $-25M | |
| Deferred Tax | $20M | $10M | $-38M | $12M | $24M | $6M | $61M | $-10M | $25M | $17M | $-18M | $42M | $3M | $-14M | $-1M | $37M | |
| Other Non-cash | · | $17M | · | · | · | $42M | · | · | · | $-105M | · | · | · | $31M | · | · | |
| Operating Cash Flow | $157M | $149M | $196M | $198M | $146M | $137M | $191M | $231M | $111M | $95M | $177M | $183M | $142M | $82M | $161M | $168M | |
| Investing Cash Flow | $-604M | $-184M | $-901M | $-106M | $-122M | $-538M | $-151M | $-168M | $-1.15B | $-24M | $73M | $-393M | $-145M | $-407M | $-213M | $-338M | |
| Stock Issued | $1M | $6M | $2M | $2M | $600.0K | $6M | $3M | $4M | $1M | $3M | $2M | $2M | $500.0K | $8M | $7M | $2M | |
| Stock Repurchased | $61M | $73M | $60M | $61M | $100M | $110M | $92M | $90M | $60M | $59M | $70M | $40M | $30M | $26M | $10M | $10M | |
| Net Stock Activity | · | $-68M | · | · | · | $-104M | · | · | · | $-56M | · | · | · | $-18M | · | · | |
| Dividends Paid | $17M | $17M | $16M | $16M | $17M | $17M | $16M | $17M | $17M | $17M | $17M | $17M | $17M | $17M | $16M | $16M | |
| Financing Cash Flow | $599M | $206M | $447M | $334M | $-232M | $-571M | $713M | $190M | $1.38B | $-310M | $56M | $232M | $44M | $202M | $144M | $104M | |
| Net Change in Cash | $152M | $171M | $-258M | $426M | $-209M | $-973M | $752M | $253M | $342M | $-239M | $306M | $21M | $40M | $-123M | $91M | $-66M | |
| Taxes Paid | $5M | $16M | $28M | $9M | $3M | $-2M | $3M | $7M | $35M | $10M | $13M | $18M | $22M | $6M | $13M | $3M |
Profitability 7
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.8% | 12.6% | · | 13.7% | 9.8% | 10.4% | · | 13.6% | 13.9% | 6.5% | · | 13.7% | 7.9% | 7.6% | · | 8.2% | |
| Net Margin | 9.8% | 3.7% | · | 1.9% | 8.0% | 1.4% | · | 0.82% | 10.9% | 9.7% | · | 17.7% | 7.2% | -0.08% | · | 11.6% | |
| Pretax Margin | 12.4% | 4.7% | · | 3.0% | 10.2% | 1.8% | · | 0.97% | 14.1% | 12.6% | · | 22.8% | 9.4% | -0.10% | · | 15.2% | |
| EBITDA Margin | 11.8% | 20.7% | · | 13.7% | 9.8% | 18.2% | · | 13.6% | 13.9% | 12.6% | · | 13.7% | 7.9% | 14.1% | · | 8.2% | |
| ROA | 0.33% | 0.10% | · | 0.06% | 0.25% | 0.04% | · | 0.03% | 0.33% | 0.33% | · | 0.50% | 0.22% | 0.00% | · | 0.31% | |
| ROE | 4.9% | 1.5% | · | 0.87% | 3.7% | 0.56% | · | 0.41% | 5.3% | 5.1% | · | 10.5% | 3.5% | -0.03% | · | 3.2% | |
| ROIC | 4.6% | 4.0% | · | 1.4% | 3.5% | 3.2% | · | 4.8% | 4.7% | 2.4% | · | 5.3% | 3.1% | 3.0% | · | · |
Liquidity & Solvency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 2.7 | 2.6 | · | 2.9 | 1.9 | 1.7 | · | 2.3 | 2.3 | 1.2 | · | 2.1 | 1.4 | 1.4 | · | 2.0 |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valuation (TTM) 10
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.65B | $4.51B | · | $4.44B | $4.38B | $4.30B | · | $4.52B | $4.34B | $4.30B | · | $3.95B | $3.91B | $3.74B | · | $3.68B | |
| Net Income TTM | $280M | $246M | · | $319M | $306M | $330M | · | $274M | $432M | $390M | · | $278M | $287M | $446M | · | $708M | |
| Market Cap | $4.73B | $3.85B | · | $3.79B | $3.75B | $4.16B | · | $3.65B | $2.95B | $2.98B | · | $2.66B | $2.69B | $2.55B | · | $2.06B | |
| P/E | 17.5 | 16.5 | · | 12.8 | 13.1 | 13.4 | · | 14.2 | 7.2 | 8.0 | · | 9.8 | 9.5 | 5.8 | · | 3.0 | |
| P/S | 1.0 | 0.9 | · | 0.9 | 0.9 | 1.0 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.6 | |
| P/B | 1.8 | 1.5 | · | 1.5 | 1.5 | 1.6 | · | 1.4 | 1.2 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.6 | |
| P / Tangible Book | 1.8 | 1.5 | · | 1.5 | 1.5 | 1.6 | · | 1.4 | 1.2 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.6 | |
| P / Cash Flow | · | 25.9 | · | · | · | 30.4 | · | · | · | 31.5 | · | · | · | 31.1 | · | · | |
| Earnings Yield | 5.7% | 6.1% | · | 7.8% | 7.6% | 7.4% | · | 7.1% | 13.9% | 12.5% | · | 10.2% | 10.5% | 17.3% | · | 33.2% | |
| Payout Ratio | · | 45.4% | · | · | · | 123.4% | · | · | · | 15.4% | · | · | · | -2137.5% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $4.49B | $4.45B | $4.15B | $3.58B | $4.12B |
| Operating Margin % | 12.3% | 12.4% | 11.1% | 10.0% | 11.4% |
| Net Income | $229M | $421M | $276M | $631M | $570M |
| Diluted EPS | $2.30 | $3.89 | $2.40 | $5.36 | $4.35 |
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Institutional owners (13F) 408 filers · $2.7B 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 |
|---|---|---|---|---|
| 61 (+11 vs prior Q) | 29 (-10 vs prior Q) | 127 (+3 vs prior Q) | 107 (+5 vs prior Q) | +1.3M |
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 | $343,380,480 | 6,735,592 | 12.91% | Shares |
| STATE STREET CORP | $211,921,668 | 4,156,957 | 7.97% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $208,069,364 | 4,081,392 | 7.83% | Shares |
| AMERICAN CENTURY COMPANIES INC | $191,478,637 | 3,755,956 | 7.20% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $181,033,980 | 3,551,078 | 6.81% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $160,050,811 | 3,139,483 | 6.02% | Shares |
| PZENA INVESTMENT MANAGEMENT LLC | $124,476,082 | 2,441,665 | 4.68% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $109,966,017 | 2,156,629 | 4.14% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $79,543,330 | 1,560,285 | 2.99% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $58,681,000 | 1,151,061 | 2.21% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $52,122,207 | 1,022,405 | 1.96% | Shares |
| Allianz Asset Management GmbH | $44,847,973 | 879,717 | 1.69% | Shares |
| Assenagon Asset Management S.A. | $40,537,512 | 795,165 | 1.52% | Shares |
| Bragg Financial Advisors, Inc | $39,461,222 | 774,053 | 1.48% | Shares |
| Qube Research & Technologies Ltd | $34,961,727 | 685,793 | 1.31% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $31,443,597 | 616,783 | 1.18% | Shares |
| GOLDMAN SACHS GROUP INC | $26,145,968 | 512,867 | 0.98% | Shares |
| AMERIPRISE FINANCIAL INC | $23,493,974 | 460,833 | 0.88% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $23,193,810 | 454,959 | 0.87% | Shares |
| TWO SIGMA INVESTMENTS, LP | $22,004,956 | 431,639 | 0.83% | Shares |
| BANK OF AMERICA CORP /DE/ | $21,803,331 | 427,684 | 0.82% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $21,082,269 | 413,540 | 0.79% | Shares |
| MILLENNIUM MANAGEMENT LLC | $20,155,861 | 395,368 | 0.76% | Shares |
| Clark Capital Management Group, Inc. | $20,091,656 | 394,109 | 0.76% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $19,340,436 | 379,373 | 0.73% | Shares |
| RHUMBLINE ADVISERS | $18,365,261 | 360,245 | 0.69% | Shares |
| Hudson Bay Capital Management LP | $15,332,694 | 300,759 | 0.58% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14,501,975 | 284,464 | 0.55% | Shares |
| NORGES BANK | $14,386,607 | 282,201 | 0.54% | Shares |
| Paradice Investment Management LLC | $13,934,312 | 273,329 | 0.52% | Shares |
| BlackRock, Inc. | $12,948,308 | 253,988 | 0.49% | Shares |
| Quantinno Capital Management LP | $12,331,950 | 241,897 | 0.46% | Shares |
| FMR LLC | $11,878,286 | 232,999 | 0.45% | Shares |
| CITADEL ADVISORS LLC | $11,716,886 | 229,833 | 0.44% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11,523,060 | 226,031 | 0.43% | Shares |
| Huber Capital Management LLC | $11,164,519 | 218,998 | 0.42% | Shares |
| Retirement Systems of Alabama | $10,881,681 | 213,450 | 0.41% | Shares |
| California Public Employees Retirement System | $9,730,094 | 190,861 | 0.37% | Shares |
| RBF Capital, LLC | $9,433,033 | 185,034 | 0.35% | Shares |
| Swiss National Bank | $9,349,732 | 183,400 | 0.35% | Shares |
| CONGRESS ASSET MANAGEMENT CO | $9,101,955 | 178,540 | 0.34% | Shares |
| Brandywine Global Investment Management, LLC | $8,123,704 | 191,281 | 0.31% | Shares |
| Trexquant Investment LP | $7,896,802 | 154,900 | 0.30% | Shares |
| KESTREL INVESTMENT MANAGEMENT CORP | $7,812,685 | 153,250 | 0.29% | Shares |
| ALLIANCEBERNSTEIN L.P. | $7,529,583 | 183,380 | 0.28% | Shares |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7,514,859 | 147,408 | 0.28% | Shares |
| D. E. Shaw & Co., Inc. | $7,409,739 | 145,346 | 0.28% | Shares |
| FRANKLIN RESOURCES INC | $7,380,935 | 144,781 | 0.28% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $6,860,126 | 134,565 | 0.26% | Shares |
| BARCLAYS PLC | $6,671,804 | 130,871 | 0.25% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6,601,349 | 129,489 | 0.25% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $6,521,514 | 127,923 | 0.25% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $6,394,065 | 125,423 | 0.24% | Shares |
| Man Group plc | $5,963,538 | 116,978 | 0.22% | Shares |
| TUDOR INVESTMENT CORP ET AL | $5,756,967 | 112,926 | 0.22% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $5,582,157 | 109,497 | 0.21% | Shares |
| STIFEL FINANCIAL CORP | $5,348,517 | 104,915 | 0.20% | Shares |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5,178,090 | 101,571 | 0.19% | Shares |
| Boston Partners | $5,135,320 | 100,732 | 0.19% | Shares |
| MetLife Investment Management, LLC | $4,998,385 | 98,046 | 0.19% | Shares |
| Bank of New York Mellon Corp | $4,565,310 | 89,551 | 0.17% | Shares |
| Bridgewater Associates, LP | $4,544,204 | 89,137 | 0.17% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4,440,557 | 108,148 | 0.17% | Shares |
| INTECH INVESTMENT MANAGEMENT LLC | $4,427,663 | 86,851 | 0.17% | Shares |
| PRUDENTIAL FINANCIAL INC | $4,362,563 | 85,574 | 0.16% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $4,353,386 | 85,394 | 0.16% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4,307,453 | 84,493 | 0.16% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $4,200,752 | 82,400 | 0.16% | Shares |
| FJ Capital Management LLC | $4,184,336 | 82,078 | 0.16% | Shares |
| New Age Alpha Advisors, LLC | $3,823,194 | 74,994 | 0.14% | Shares |
| SEB Asset Management AB | $3,744,678 | 73,454 | 0.14% | Shares |
| FIFTH THIRD BANCORP | $3,720,982 | 72,989 | 0.14% | Shares |
| DARK FOREST CAPITAL MANAGEMENT LP | $3,602,145 | 70,658 | 0.14% | Shares |
| ALGERT GLOBAL LLC | $3,397,205 | 66,638 | 0.13% | Shares |
| FEDERATED HERMES, INC. | $3,374,315 | 66,189 | 0.13% | Shares |
| ExodusPoint Capital Management, LP | $3,161,117 | 62,007 | 0.12% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3,066,702 | 60,155 | 0.12% | Shares |
| Horizon Investments, LLC | $3,024,236 | 59,322 | 0.11% | Shares |
| Point72 Asset Management, L.P. | $2,934,154 | 57,555 | 0.11% | Shares |
| Legal & General Group Plc | $2,771,273 | 54,360 | 0.10% | Shares |
| Mariner, LLC | $2,757,079 | 54,071 | 0.10% | Shares |
| MORGAN STANLEY | $2,614,611 | 51,287 | 0.10% | Shares |
| Weiss Asset Management LP | $2,597,125 | 50,944 | 0.10% | Shares |
| JANE STREET GROUP, LLC | $2,543,902 | 49,900 | 0.10% | Shares |
| SEI INVESTMENTS CO | $2,477,930 | 48,606 | 0.09% | Shares |
| IEQ CAPITAL, LLC | $2,415,768 | 47,386 | 0.09% | Shares |
| Engineers Gate Manager LP | $2,383,315 | 46,750 | 0.09% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $2,292,010 | 44,959 | 0.09% | Shares |
| RAYMOND JAMES FINANCIAL INC | $2,249,142 | 44,118 | 0.08% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2,205,293 | 43,258 | 0.08% | Shares |
| LPL Financial LLC | $2,201,316 | 43,180 | 0.08% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $2,139,732 | 41,972 | 0.08% | Shares |
| Cresset Asset Management, LLC | $2,008,919 | 39,406 | 0.08% | Shares |
| Kiker Wealth Management, LLC | $1,994,955 | 39,132 | 0.08% | Shares |
| State of New Jersey Common Pension Fund D | $1,981,898 | 38,876 | 0.07% | Shares |
| State of Tennessee, Department of Treasury | $1,954,778 | 38,344 | 0.07% | Shares |
| JANUS HENDERSON GROUP PLC | $1,867,642 | 45,458 | 0.07% | Shares |
| Brevan Howard Capital Management LP | $1,861,637 | 36,517 | 0.07% | Shares |
| Vanguard Global Advisers, LLC | $1,860,872 | 36,502 | 0.07% | Shares |
| CAXTON ASSOCIATES LLP | $1,848,841 | 36,266 | 0.07% | Shares |
Company insiders 59 insiders · 13 officers · 10 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Gary C Bhojwani | Chief Executive Officer | June 30, 2026 M | 174,264 | 0 | 2 | $-4,429,751 |
| Scott L. Goldberg | President, Consumer Division | June 4, 2026 F | 206,092 | 0 | 0 | $0 |
| Karen Detoro | President, Worksite Division | Sept. 5, 2024 S | 60,335 | 0 | 0 | $0 |
| Michael B Byers | President, Worksite | March 25, 2023 F | 17,813 | 0 | 0 | $0 |
| Rocco F. Tarasi III | Chief Marketing Officer | July 1, 2026 S | 77,300 | 0 | 3 | $-485,095 |
| Jeremy David Williams | Chief Actuary | Nov. 11, 2024 M | 62,121 | 0 | 0 | $0 |
| Matthew J. Zimpfer | EVP and General Counsel | Nov. 8, 2024 G | 259,665 | 0 | 0 | $0 |
| Jeanne L. Linnenbringer | Chief Operations Officer | Sept. 3, 2024 M | 37,663 | 0 | 0 | $0 |
| Michael E. Mead | Chief Information Officer | June 3, 2024 S | 36,522 | 0 | 0 | $0 |
| Yvonne K Franzese | CHRO | May 9, 2024 S | 31,611 | 0 | 0 | $0 |
| Michellen Annette Wildin | Chief Accounting Officer | Feb. 12, 2024 A | 4,690 | 0 | 0 | $0 |
| John R Kline | SVP and CAO | Dec. 6, 2023 S | 64,730 | 0 | 0 | $0 |
| Bruce K. Baude | Chief Ops & Tech Officer | March 25, 2022 F | 161,877 | 0 | 0 | $0 |
| Adrianne Lee | Director | May 12, 2026 A | 20,337 | 0 | 0 | $0 |
| David B Foss | Director | May 12, 2026 A | 52,725 | 0 | 0 | $0 |
| Archie M Brown | Director | May 12, 2026 A | 20,337 | 0 | 0 | $0 |
| Jessica A Turner | Director | Oct. 1, 2024 A | 2,632 | 0 | 0 | $0 |
| Chetlur S Ragavan | Director | May 9, 2024 A | 25,373 | 0 | 0 | $0 |
| Steven E Shebik | Director | May 9, 2024 A | 48,804 | 0 | 0 | $0 |
| Stephen N David | Director | May 10, 2023 A | 65,977 | 0 | 0 | $0 |
| Frederick James Sievert | Director | Aug. 16, 2022 S | 61,118 | 0 | 0 | $0 |
| Ellyn L Brown | Director | May 19, 2022 A | 92,756 | 0 | 0 | $0 |
| Dan Maurer | — | May 12, 2026 A | 108,102 | 0 | 0 | $0 |
| Paul H. Mcdonough | — | March 25, 2026 F | 234,939 | 0 | 0 | $0 |
| Eric R Johnson | — | March 25, 2026 F | 693,188 | 0 | 1 | $-2,006,945 |
| Mary R Henderson | — | Aug. 28, 2025 G | 73,460 | 0 | 0 | $0 |
| Charles J. Jacklin | — | May 11, 2020 A | 10,450 | 0 | 0 | $0 |
| Robert C Greving | — | May 11, 2020 A | 85,420 | 0 | 0 | $0 |
| Joel H. Schwartz | — | April 3, 2020 F | 23,653 | 0 | 0 | $0 |
| Michael D. Heard | — | April 3, 2020 F | 24,165 | 0 | 0 | $0 |
| Neal C Schneider | — | May 13, 2019 A | 114,319 | 0 | 0 | $0 |
| Gerardo Monroy | — | March 29, 2019 S | 22,140 | 0 | 0 | $0 |
| Erik M Helding | — | March 27, 2019 A | 66,600 | 0 | 0 | $0 |
| Christopher J Nickele | — | Oct. 6, 2018 F | 81,475 | 0 | 0 | $0 |
| Susan L Menzel | — | March 25, 2017 F | 5,772 | 0 | 0 | $0 |
| Edward J Bonach | — | March 8, 2017 S | 480,431 | 0 | 0 | $0 |
| Michael T Tokarz | — | May 5, 2016 A | 116,814 | 0 | 0 | $0 |
| Scott R Perry | — | Feb. 23, 2016 A | 311,392 | 0 | 0 | $0 |
| Frederick John Crawford | — | March 25, 2015 F | 107,505 | 0 | 0 | $0 |
| Roger Keith Long | — | March 20, 2015 S | 21,363 | 0 | 0 | $0 |
| John G Turner | — | May 7, 2014 A | 98,190 | 0 | 0 | $0 |
| Steven M Stecher | — | March 25, 2013 F | 174,254 | 0 | 0 | $0 |
| James C Prieur | — | Sept. 30, 2011 M | 1,053,499 | 0 | 0 | $0 |
| ZWIENER DAVID K | — | May 14, 2010 P | 52,532 | 0 | 0 | $0 |
| Debra J Perry | — | May 11, 2010 A | 53,794 | 0 | 0 | $0 |
| Glenn R Hilliard | — | May 11, 2010 A | 321,419 | 0 | 0 | $0 |
| Donna James | — | May 11, 2010 A | 45,620 | 0 | 0 | $0 |
| Russell M Bostick | — | March 31, 2010 F | 73,412 | 0 | 0 | $0 |
| Doreen A Wright | — | May 20, 2009 A | 24,588 | 0 | 0 | $0 |
| Philip Roberts | — | May 21, 2008 A | 28,507 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 7 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 |
|---|---|---|---|---|---|
| Paulson & Co. Inc., Paulson Advantage Master Ltd., Paulson Advantage Plus Master Ltd., Paulson Recovery Master Fund, John Paulson ×8 filings | July 11, 2014 | — | Initial filing | — | SEC |
| STEEL PARTNERS II, L.P., STEEL PARTNERS HOLDINGS L.P., STEEL PARTNERS LLC, STEEL PARTNERS II GP LLC, WARREN G. LICHTENSTEIN, JACK L. HOWARD ×9 filings | July 17, 2009 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Sept. 19, 2007 | — | Initial filing | Passive investment | SEC |
| Undisclosed reporting person | Oct. 15, 2003 | — | Initial filing | — | SEC |
| Undisclosed reporting person | Oct. 15, 2003 | — | Initial filing | — | SEC |
| Appaloosa Investment S.S. OR, Palomino Fund Ltd. S.S. OR, Appaloosa Management L.P. S.S. OR, Appaloosa Partners Inc. S.S. OR, David A. Tepper S.S. OR ×2 filings | Oct. 7, 2003 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Sept. 22, 2003 | — | 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 100 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 |
|---|---|---|---|---|
| PFI · Invesco Exchange-Traded Fund Trust | 1.86% | 19,988 SH | Aug. 8, 2026 | Daily |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1.32% | 179,461 SH | Aug. 8, 2026 | Daily |
| XMVM · Invesco Exchange-Traded Fund Trust | 1.12% | 103,147 SH | Aug. 8, 2026 | Daily |
| FSCC · Federated Hermes ETF Trust | 0.92% | 55,485 NS | May 31, 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 0.92% | 6,127 NS | April 30, 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0.82% | 29,106 NS | April 30, 2026 | N-PORT |
| RFV · Invesco Exchange-Traded Fund Trust | 0.78% | 47,747 SH | Aug. 8, 2026 | Daily |
| IAK · iShares Trust | 0.54% | 54,105 SH | Aug. 8, 2026 | Daily |
| ROSC · Lattice Strategies Trust | 0.52% | 6,467 NS | April 30, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.52% | 3,075,607 NS | May 31, 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0.47% | 3,237 NS | April 30, 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.38% | 15,667 NS | April 30, 2026 | N-PORT |
| IWN · iShares Trust | 0.33% | 871,412 SH | Aug. 8, 2026 | Daily |
| PAMC · Pacer Funds Trust | 0.32% | 4,530 NS | April 30, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.31% | 81,781 SH | Aug. 8, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.30% | 783 NS | April 30, 2026 | N-PORT |
| IJJ · iShares Trust | 0.29% | 472,384 SH | Aug. 8, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.29% | 38,429 NS | April 30, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.27% | 80,155 SH | Aug. 8, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 38,102 NS | April 30, 2026 | N-PORT |
| ESML · iShares Trust | 0.21% | 108,047 SH | Aug. 8, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.20% | 611,894 NS | April 30, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.20% | 48,572 SH | Aug. 8, 2026 | Daily |
| SMLF · iShares Trust | 0.20% | 149,901 SH | Aug. 8, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.19% | 3,434 NS | April 30, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.19% | 50,724 NS | April 30, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.18% | 25,415 SH | Aug. 8, 2026 | Daily |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.18% | 107,680 NS | May 31, 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0.18% | 128 NS | May 29, 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.17% | 15,806 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.17% | 2,423,767 SH | Aug. 8, 2026 | Daily |
| XJH · iShares Trust | 0.16% | 12,487 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.16% | 20,327 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.16% | 34,174 NS | May 31, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.15% | 49,230 SH | Aug. 8, 2026 | Daily |
| SMDX · Tidal Trust III | 0.15% | 4,299 NS | April 30, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.15% | 77,415 NS | April 30, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.14% | 11,607 SH | Aug. 8, 2026 | Daily |
| IJH · iShares Trust | 0.14% | 3,205,452 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.14% | 540,051 SH | Aug. 8, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.13% | 6,905 SH | Aug. 8, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.13% | 150,617 SH | Aug. 8, 2026 | Daily |
| GSY · Invesco Actively Managed Exchange-T… | 0.13% | 4,918,000 | Aug. 8, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.12% | 10,612 NS | April 30, 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0.12% | 3,427,000 | Aug. 8, 2026 | Daily |
| ITWO · ProShares Trust | 0.11% | 4,441 NS | May 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.10% | 1,290,587 SH | Aug. 8, 2026 | Daily |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.10% | 217,656 | Aug. 8, 2026 | Daily |
| EBI · RBB Fund Trust | 0.10% | 13,562 NS | May 31, 2026 | N-PORT |
| MVV · ProShares Trust | 0.09% | 3,267 NS | May 31, 2026 | N-PORT |