CRAI CRA International,Inc. - Common Stock
NASDAQ · Professional Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026CRAI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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About CRA International,Inc. - Common Stock Company overview from Wikipedia
CRA International, Inc. (doing business as Charles River Associates) is a global consulting firm headquartered in Boston. The firm provides expert testimony and litigation support, strategic advice, and analysis to law firms, corporations, accounting firms, and governments.
Practice areas
Their practices include: antitrust & competition economics, auctions & competitive bidding, energy, finance, financial economics, forensic services, intellectual property, labor & employment, life sciences, management consulting (Marakon), risk investigations & analytics, and transfer pricing.
History
CRA was founded in 1965 by Jerry Kraft, John Kaler, and Alan Willens. The company went public through an initial public offering in April 1998.
In 2005, CRA acquired economic consultancy firm Lexecon to expand its practice into Europe and the United Kingdom.
Marakon, which CRA acquired in 2009, forms part of their management consulting practice. Marakon Associates was founded in 1978 and pioneered value-based management (VBM) in the mid-1980s based on the academic work of Dr. Bill Alberts. This management principle, also known as managing for value (MFV), states that management should first and foremost consider the interests of shareholders when making management decisions. Under this principle, senior executives should set performance targets in terms of delivering shareholder returns (stock price and dividends payments) and managing to achieve them.
In 2017, CRA acquired life sciences strategy firm C1 Consulting. In 2022, CRA acquired life sciences firm bioStrategies Group and labor-focused firm Welch Consulting.
Economic forecasts used to oppose climate policymaking
Prior to the 1992 Earth Summit in Rio de Janeiro and the 1997 Kyoto summit (that led to the Kyoto Protocol), the fossil fuel industry used reports authored by CRA and funded by the fossil fuel industry to argue that US compliance with climate policy would be economically disastrous. CRA called the Clinton administration's projections for costs of compliance with the Kyoto Protocol wildly optimistic, and argued that compliance would take a "healthy whack out of the economy". CRA's work forecasting the impact on employment of the 2003 Climate Stewardship Act was criticized by the Natural Resources Defense Council in 2005 for using unrealistic economic assumptions and producing directionally incorrect estimates. According to a 2021 study, flawed economic forecasting reports written by four economists at Charles River Associates between 1991 and 2009, and paid for by fossil fuel interests, overestimated predicted costs and ignored potential policy benefits. The study argues that the reports written by CRA "played a key role in weakening, delaying, or defeating a wide range of climate policies".
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | CRAI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 20.65Y avg ≈21.7 | ≈21.7 | 24.6 | Fair value | |
| P/S (TTM) | 1.35Y avg ≈1.5 | ≈1.5 | 1.1 | Fair value | |
| P/B (MRQ) | 5.95Y avg ≈4.6 | ≈4.6 | 4.2 | Pricier | |
| Price / FCF (TTM) | -32.95Y avg ≈34.3 | ≈34.3 | · | · | |
| Price / Cash Flow (TTM) | -35.95Y avg ≈27.9 | ≈27.9 | 19.7 | Overvalued | |
| Price / Tangible Book (MRQ) | 6.05Y avg ≈8.6 | ≈8.6 | · | · | |
| PEG Ratio | ≈1.0 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | CRAI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 11.0%5Y avg ≈10.1% | ≈10.1% | 7.4% | Top tier | |
| EBITDA Margin (TTM) | 12.9%5Y avg ≈12.0% | ≈12.0% | 8.4% | Top tier | |
| Pretax Margin (TTM) | 10.2%5Y avg ≈9.6% | ≈9.6% | 6.9% | Top tier | |
| Net Profit Margin (TTM) | 7.1%5Y avg ≈7.0% | ≈7.0% | 3.9% | Top tier | |
| ROA | 9.1%5Y avg ≈8.0% | ≈8.0% | 3.5% | Top tier | |
| ROE | 26.7%5Y avg ≈21.8% | ≈21.8% | 8.4% | Top tier | |
| ROIC | 27.8%5Y avg ≈22.5% | ≈22.5% | 8.3% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | CRAI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 0.85Y avg ≈1.1 | ≈1.1 | 1.4 | Low liquidity | |
| Quick Ratio | 0.65Y avg ≈0.8 | ≈0.8 | 0.7 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | CRAI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 9.3%5Y avg ≈8.2% | ≈8.2% | · | · | |
| Revenue CAGR 3Y | 8.3%5Y avg ≈7.4% | ≈7.4% | · | · | |
| Revenue CAGR 5Y | 8.1% | · | · | · | |
| EPS YoY | 20.8%5Y avg ≈24.6% | ≈24.6% | · | · | |
| Net Income YoY | 17.4%5Y avg ≈20.3% | ≈20.3% | · | · | |
| EPS CAGR 3Y | 11.3%5Y avg ≈13.1% | ≈13.1% | · | · | |
| EPS CAGR 5Y | 21.5% | · | · | · | |
| Net Income CAGR 3Y | 7.9%5Y avg ≈9.3% | ≈9.3% | · | · | |
| Net Income CAGR 5Y | 17.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | CRAI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.35Y avg ≈1.1 | ≈1.1 | 1.3 | Weak | |
| Receivables Turnover | 4.35Y avg ≈4.5 | ≈4.5 | 6.8 | Weak | |
| Revenue / Employee | ≈$776.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 25, 2026 | $0.57 | USD | ≈1.3% |
| May 26, 2026 | $0.57 | USD | ≈1.5% |
| Mar 10, 2026 | $0.57 | USD | ≈1.2% |
| Nov 25, 2025 | $0.57 | USD | ≈1.1% |
| Aug 26, 2025 | $0.49 | USD | ≈1.00% |
| May 27, 2025 | $0.49 | USD | ≈0.99% |
| Mar 4, 2025 | $0.49 | USD | ≈0.94% |
| Nov 26, 2024 | $0.49 | USD | ≈0.88% |
| Aug 27, 2024 | $0.42 | USD | ≈1.0% |
| May 24, 2024 | $0.42 | USD | ≈0.94% |
| Mar 11, 2024 | $0.42 | USD | ≈1.1% |
| Nov 27, 2023 | $0.42 | USD | ≈1.6% |
| Aug 28, 2023 | $0.36 | USD | ≈1.3% |
| May 26, 2023 | $0.36 | USD | ≈1.5% |
| Mar 13, 2023 | $0.36 | USD | ≈1.2% |
| Nov 28, 2022 | $0.36 | USD | ≈1.1% |
| Aug 29, 2022 | $0.31 | USD | ≈1.3% |
| May 27, 2022 | $0.31 | USD | ≈1.4% |
| Mar 14, 2022 | $0.31 | USD | ≈1.3% |
| Nov 29, 2021 | $0.31 | USD | ≈1.1% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $2.16 | $2.19 | -1.4% |
| March 31, 2026 | $1.99 | $2.06 | -3.6% | |
| Dec. 31, 2025 | $2.06 | $2.11 | -2.4% | |
| Sept. 30, 2025 | $2.06 | $1.84 | 12.2% | |
| June 30, 2025 | $1.88 | $1.87 | 0.35% | |
| March 31, 2025 | $2.22 | $1.99 | 11.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $752M | $687M | $624M | $591M | $566M | $508M | $451M | $418M | $370M | $325M | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $259M | $227M | |
| Gross Profit | · | · | · | · | · | · | · | · | · | $97M | |
| SG&A Expense | $135M | $125M | $115M | $110M | $97M | $90M | $94M | $90M | $87M | $71M | |
| Operating Income | $83M | $71M | $58M | $59M | $56M | $35M | $29M | $29M | $16M | $19M | |
| Interest Expense | · | · | $4M | $2M | $970.0K | $1M | $1M | $647.0K | $484.0K | $469.0K | |
| Other Non-op | · | · | · | · | · | · | · | $387.0K | $-366.0K | $-397.0K | |
| Pretax Income | $77M | $66M | $52M | $59M | $54M | $34M | $27M | $29M | $15M | $22M | |
| Income Tax | $22M | $20M | $14M | $15M | $13M | $9M | $6M | $6M | $7M | $8M | |
| Net Income | $55M | $47M | $38M | $44M | $42M | $25M | $21M | $22M | $8M | $13M | |
| EPS (Basic) | $8.23 | $6.82 | $5.48 | $6.02 | $5.59 | $3.14 | · | · | · | · | |
| EPS (Diluted) | $8.14 | $6.74 | $5.39 | $5.91 | $5.45 | $3.07 | · | · | · | · | |
| Shares (Basic) | 6,641,000 | 6,821,000 | 7,008,000 | 7,218,000 | 7,423,000 | 7,768,000 | 7,866,000 | 8,107,000 | 8,292,000 | 8,503,000 | |
| Shares (Diluted) | 6,714,000 | 6,908,000 | 7,118,000 | 7,355,000 | 7,621,000 | 7,948,000 | 8,167,000 | 8,570,000 | 8,497,000 | 8,601,000 | |
| EBITDA | $97M | $82M | $69M | $71M | $69M | $48M | $40M | $39M | $25M | $27M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $18M | $27M | $46M | $31M | $66M | $46M | $26M | $38M | $54M | $54M | |
| Receivables | $183M | $162M | $143M | $144M | $117M | $112M | $108M | $95M | $80M | $67M | |
| Prepaid Expense | $19M | $17M | $12M | $13M | $11M | $7M | $7M | $6M | $11M | $19M | |
| Current Assets | $303M | $269M | $265M | $249M | $249M | $220M | $184M | $181M | $184M | $171M | |
| PP&E (Net) | $37M | $45M | $38M | $46M | $54M | $63M | $61M | $48M | $45M | $36M | |
| PP&E (Gross) | $121M | $119M | $109M | $107M | $107M | $108M | $101M | $79M | $72M | $60M | |
| Accum. Depreciation | $84M | $74M | $71M | $62M | $53M | $45M | $39M | $31M | $28M | $24M | |
| Goodwill | $95M | $94M | $94M | $93M | $89M | $89M | $89M | $88M | $89M | $75M | |
| Intangibles | $6M | $7M | $7M | $9M | $4M | $5M | $6M | $8M | $9M | $3M | |
| Other Non-current Assets | $4M | $9M | $2M | $2M | $1M | $3M | $4M | $2M | $3M | $1M | |
| Total Assets | $629M | $571M | $553M | $551M | $555M | $559M | $533M | $371M | $362M | $324M | |
| Accounts Payable | $30M | $28M | $29M | $28M | $24M | $19M | $26M | $22M | $18M | $14M | |
| Accrued Liabilities | $223M | $181M | $171M | $156M | $156M | $136M | $121M | $108M | $95M | $75M | |
| Current Liabilities | $330M | $251M | $236M | $217M | $213M | $200M | $171M | $142M | $122M | $94M | |
| Capital Leases | $76M | $85M | $92M | $106M | $124M | $139M | $147M | · | · | · | |
| Deferred Tax | $725.0K | $1M | $1M | $953.0K | $1M | $725.0K | $504.0K | $302.0K | $365.0K | $122.0K | |
| Common Stock | $2M | $2M | $0 | $2M | $0 | $503.0K | $9M | $23M | $47M | $54M | |
| Retained Earnings | $221M | $225M | $224M | $224M | $216M | $217M | $200M | $186M | $169M | $167M | |
| AOCI | $-10M | $-15M | $-12M | $-15M | $-10M | $-8M | $-12M | $-13M | $-10M | $-14M | |
| Stockholders' Equity | $214M | $212M | $212M | $211M | $206M | $209M | $198M | $196M | $207M | $208M | |
| Liabilities + Equity | $629M | $571M | $553M | $551M | $555M | $559M | $533M | $371M | $362M | $324M | |
| Shares Outstanding | 6,547,407 | 6,768,575 | 6,934,265 | 7,149,884 | 7,362,703 | 7,693,497 | 7,814,797 | 8,010,480 | 8,297,172 | 8,333,990 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $14M | $12M | $12M | $12M | $13M | $13M | $11M | $10M | $9M | $8M | |
| Stock-based Comp | $6M | $5M | $4M | $5M | $4M | $3M | $3M | $5M | $7M | $7M | |
| Deferred Tax | $-2M | $-3M | $-5M | $189.0K | $446.0K | $1M | $-1M | $-829.0K | $2M | $8M | |
| Amort. of Intangibles | $2M | $2M | $1M | $1M | $900.0K | $1M | $1M | $1M | $2M | $900.0K | |
| Other Non-cash | $-51M | $-11M | $10M | $-35M | $17M | $13M | $-6M | $-235.0K | $21M | $11M | |
| Operating Cash Flow | $22M | $50M | $60M | $25M | $76M | $55M | $28M | $36M | $46M | $48M | |
| CapEx | $4M | $17M | $2M | $4M | $3M | $17M | $17M | $15M | $10M | $13M | |
| Investing Cash Flow | $-4M | $-18M | $-3M | $-18M | $-3M | $-17M | $-17M | $-15M | $-26M | $-12M | |
| Stock Repurchased | $47M | $33M | $31M | $28M | $45M | $13M | $18M | $28M | $20M | $19M | |
| Net Stock Activity | $-47M | $-33M | $-31M | $-28M | $-45M | $-13M | $-18M | $-28M | $-20M | $-19M | |
| Dividends Paid | $14M | $12M | $11M | $10M | $8M | $8M | $7M | $6M | $5M | $1M | |
| Financing Cash Flow | $-30M | $-49M | $-44M | $-39M | $-52M | $-20M | $-24M | $-36M | $-22M | $-19M | |
| Net Change in Cash | $-9M | $-19M | $14M | $-35M | $20M | $20M | $-12M | $-16M | $505.0K | $15M | |
| Taxes Paid | · | $21M | $14M | $16M | $15M | $7M | $8M | $5M | $7M | $6M | |
| Free Cash Flow | $19M | $33M | $58M | $21M | $73M | $38M | $11M | $21M | $36M | $35M | |
| Levered FCF | · | · | $55M | $20M | $72M | $37M | $10M | $20M | $36M | $35M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.1% | 10.3% | 9.2% | 9.9% | 9.8% | 6.8% | 6.5% | 6.9% | · | · | |
| Net Margin | 7.3% | 6.8% | 6.2% | 7.4% | 7.4% | 4.8% | 4.6% | 5.4% | · | · | |
| Pretax Margin | 10.2% | 9.6% | 8.4% | 10.0% | 9.6% | 6.6% | 5.9% | 6.9% | · | · | |
| EBITDA Margin | 12.9% | 12.0% | 11.1% | 12.0% | 12.1% | 9.4% | 8.8% | 9.3% | · | · | |
| ROA | 9.1% | 8.3% | 7.0% | 7.9% | 7.5% | 4.5% | 4.6% | 6.1% | 2.2% | 4.5% | |
| ROE | 26.7% | 22.4% | 18.3% | 21.2% | 20.3% | 11.9% | 10.6% | 11.3% | 3.7% | 6.8% | |
| ROIC | 27.8% | 23.5% | 20.0% | 20.6% | 20.8% | 12.1% | 11.5% | 11.4% | 3.9% | 5.9% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.1 | 1.1 | 1.1 | 1.2 | 1.1 | 1.1 | 1.3 | 1.5 | 1.8 | |
| Quick Ratio | 0.6 | 0.8 | 0.8 | 0.8 | 0.9 | 0.8 | 0.8 | 0.9 | 1.1 | 1.3 | |
| Interest Coverage | · | · | 15.1 | 32.2 | 57.5 | 28.6 | 23.4 | 44.7 | 32.6 | 40.3 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.2 | 1.1 | 1.1 | 1.0 | 0.9 | 1.0 | 1.1 | · | · | |
| Receivables Turnover | 4.3 | 4.5 | 4.4 | 4.5 | 5.0 | 4.6 | 4.5 | 4.8 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $32.62 | $31.33 | $30.59 | $29.53 | $27.96 | $27.17 | $25.30 | $24.53 | $24.94 | $24.86 | |
| Revenue / Share | $111.94 | $99.51 | $87.66 | $80.34 | $74.26 | $63.96 | $55.27 | $48.73 | · | · | |
| Cash Flow / Share | $3.34 | $7.20 | $8.44 | $3.42 | $9.93 | $6.88 | $3.41 | $4.22 | $5.40 | $5.60 | |
| Cash / Share | $2.78 | $3.95 | $6.57 | $4.40 | $8.98 | $5.94 | $3.28 | $4.75 | $6.51 | $6.42 | |
| Dividend / Share | $2.04 | $1.75 | $1.50 | $1.29 | $1.09 | $0.95 | $0.83 | $0.71 | $0.59 | $0.14 | |
| EPS (TTM) | $8.14 | $6.74 | $5.39 | $5.91 | $5.45 | $3.07 | · | · | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.3% | 10.2% | 5.6% | 4.4% | 11.3% | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.3% | 6.7% | 7.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.1% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 20.8% | 25.1% | -8.8% | 8.4% | 77.5% | · | · | · | · | · | |
| EPS CAGR 3Y | 11.3% | 7.3% | 20.6% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 21.5% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 17.4% | 21.2% | -11.8% | 4.7% | 70.1% | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.9% | 3.8% | 16.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.4% | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 13.0% | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $752M | $687M | $624M | $591M | $566M | $508M | $451M | $418M | $370M | $325M | |
| Net Income TTM | $55M | $47M | $38M | $44M | $42M | $25M | $21M | $22M | $8M | $13M | |
| Market Cap | $1.31B | $1.26B | $685M | $875M | $687M | $392M | $419M | $328M | $373M | $305M | |
| P/E | 24.6 | 27.7 | 18.3 | 20.7 | 17.1 | 16.6 | · | · | · | · | |
| P/S | 1.7 | 1.8 | 1.1 | 1.5 | 1.2 | 0.8 | 0.9 | 0.8 | 1.0 | 0.9 | |
| P/B | 6.1 | 6.0 | 3.2 | 4.1 | 3.3 | 1.9 | 2.1 | 1.7 | 1.8 | 1.5 | |
| P / Tangible Book | 11.6 | 11.4 | 6.2 | 8.0 | 6.1 | 3.4 | · | · | · | · | |
| P / Cash Flow | 58.5 | 25.4 | 11.4 | 34.8 | 9.1 | 7.2 | 15.0 | 9.1 | 8.1 | 6.3 | |
| P / FCF | 70.8 | 38.2 | 11.9 | 41.1 | 9.4 | 10.4 | 37.6 | 15.8 | 10.3 | 8.7 | |
| Dividend Yield | 1.1% | 0.97% | 1.6% | 1.1% | 1.2% | 1.9% | 1.6% | 1.8% | 1.3% | 0.38% | |
| Earnings Yield | 4.1% | 3.6% | 5.5% | 4.8% | 5.8% | 6.0% | · | · | · | · | |
| Payout Ratio | 25.2% | 26.4% | 28.1% | 22.0% | 19.9% | 30.2% | 31.5% | 1.1% | 1.6% | 8.2% | |
| Annual Payout | $14M | $12M | $11M | $10M | $8M | $8M | $7M | $6M | $5M | $1M |
Income Statement
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $211M | $201M | $241M | $186M | $187M | $182M | $176M | $168M | $171M | $172M | $162M | $148M | $153M | $147M | |
| SG&A Expense | $35M | $35M | $41M | $34M | $35M | $33M | $31M | $31M | $32M | $30M | $29M | $28M | $28M | $33M | |
| Operating Income | $24M | $18M | $34M | $17M | $20M | $26M | $21M | $18M | $11M | $20M | $17M | $11M | $14M | $14M | |
| Interest Expense | $3M | $1M | · | $2M | $2M | $429.0K | · | $1M | $1M | $464.0K | · | $1M | $571.0K | · | |
| Pretax Income | $20M | $17M | $32M | $16M | $17M | $25M | $22M | $16M | $10M | $19M | $16M | $11M | $13M | $13M | |
| Income Tax | $7M | $6M | $9M | $5M | $5M | $7M | $7M | $5M | $3M | $5M | $4M | $2M | $4M | $3M | |
| Net Income | $14M | $11M | $23M | $11M | $12M | $18M | $15M | $11M | $7M | $14M | $11M | $9M | $9M | $10M | |
| Shares (Basic) | 6,348,000 | 6,512,000 | · | 6,556,000 | 6,694,000 | 6,775,000 | · | 6,760,000 | 6,834,000 | 6,926,000 | · | 6,977,000 | 7,119,000 | · | |
| Shares (Diluted) | 6,407,000 | 6,588,000 | · | 6,621,000 | 6,753,000 | 6,862,000 | · | 6,843,000 | 6,911,000 | 7,011,000 | · | 7,083,000 | 7,252,000 | · | |
| EBITDA | $24M | $21M | · | $17M | $20M | $29M | · | $18M | $11M | $22M | · | $11M | $17M | · |
Balance Sheet
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $21M | $32M | $18M | $22M | $19M | $26M | $27M | $24M | $25M | $37M | · | $28M | $36M | · | |
| Receivables | $168M | $141M | $183M | $152M | $160M | $140M | $162M | $152M | $140M | $139M | $143M | $125M | $127M | $144M | |
| Prepaid Expense | $24M | $25M | $19M | $19M | $21M | $18M | $17M | $18M | $16M | $14M | · | $17M | $12M | · | |
| Current Assets | $339M | $316M | $303M | $306M | $293M | $278M | $269M | $286M | $271M | $275M | · | $249M | $258M | · | |
| PP&E (Net) | $35M | $36M | $37M | $39M | $41M | $43M | $45M | $38M | $37M | $37M | · | $40M | $44M | · | |
| PP&E (Gross) | · | · | $121M | · | · | · | $119M | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $84M | · | · | · | $74M | · | · | · | · | · | · | · | |
| Goodwill | $95M | $94M | $95M | $95M | $95M | $94M | $94M | $95M | $94M | $94M | $94M | $93M | $94M | $93M | |
| Intangibles | $5M | $5M | $6M | $6M | $6M | $7M | $7M | $8M | $8M | $7M | · | $8M | $8M | · | |
| Other Non-current Assets | $1M | $3M | $4M | $6M | $6M | $8M | $9M | $7M | $2M | $2M | · | $3M | $2M | · | |
| Total Assets | $678M | $662M | $629M | $629M | $607M | $590M | $571M | $582M | $546M | $553M | · | $539M | $562M | · | |
| Accounts Payable | $25M | $24M | $30M | $26M | $25M | $20M | $28M | $28M | $23M | $33M | · | $25M | $23M | · | |
| Accrued Liabilities | $139M | $132M | $223M | $183M | $140M | $134M | $181M | $146M | $113M | $106M | · | $138M | $104M | · | |
| Current Liabilities | $415M | $381M | $330M | $339M | $317M | $271M | $251M | $268M | $253M | $237M | · | $224M | $254M | · | |
| Capital Leases | $67M | $71M | $76M | $81M | $85M | $81M | $85M | $89M | $84M | $89M | · | $95M | $102M | · | |
| Deferred Tax | $915.0K | $712.0K | $725.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $966.0K | $978.0K | · | |
| Common Stock | $426.0K | $0 | $2M | $541.0K | $0 | $599.0K | $2M | $1M | $0 | $0 | · | $1M | $0 | · | |
| Retained Earnings | $192M | $209M | $221M | $212M | $206M | $240M | $225M | $214M | $205M | $225M | · | $221M | $211M | · | |
| AOCI | $-11M | $-11M | $-10M | $-11M | $-9M | $-13M | $-15M | $-11M | $-14M | $-13M | · | $-15M | $-14M | · | |
| Stockholders' Equity | $182M | $198M | $214M | $202M | $197M | $227M | $212M | $205M | $192M | $212M | $212M | $208M | $197M | $211M | |
| Liabilities + Equity | $678M | $662M | $629M | $629M | $607M | $590M | $571M | $582M | $546M | $553M | · | $539M | $562M | · | |
| Shares Outstanding | 6,256,322 | 6,444,116 | 6,547,407 | 6,547,188 | 6,561,563 | 6,789,893 | 6,768,575 | 6,761,582 | 6,752,604 | 6,889,298 | 6,934,265 | 6,978,941 | 6,997,933 | 7,149,884 |
Cash Flow
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $6M | $3M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $2M | $1M | $2M | $2M | $962.0K | $1M | $2M | $1M | $1M | $1M | $1M | $926.0K | $940.0K | $1M | |
| Deferred Tax | $2M | $1M | $-2M | $-400.0K | $665.0K | $-1M | $-3M | $520.0K | $55.0K | $-157.0K | $-3M | $-1M | $-236.0K | $346.0K | |
| Other Non-cash | · | $-131M | · | · | · | $-102M | · | · | · | $-80M | · | · | $-83M | · | |
| Operating Cash Flow | $-4M | $-114M | $52M | $37M | $6M | $-80M | $79M | $32M | $2M | $-63M | $60M | $65M | $-70M | $60M | |
| CapEx | $2M | $3M | $-2M | $650.0K | $1M | $974.0K | $11M | $3M | $2M | $730.0K | $358.0K | $726.0K | $562.0K | $814.0K | |
| Investing Cash Flow | $-2M | $-3M | $4M | $-650.0K | $-1M | $-974.0K | $-11M | $-3M | $-4M | $-730.0K | $-358.0K | $-733.0K | $-1M | $-5M | |
| Stock Repurchased | $28M | $21M | $14M | $4M | $43M | $0 | $0 | $0 | $24M | $9M | $8M | $0 | $21M | $0 | |
| Net Stock Activity | · | $-21M | · | · | · | $0 | · | · | · | $-9M | · | · | $-21M | · | |
| Dividends Paid | $4M | $4M | $5M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $-5M | $131M | $-46M | $-32M | $-12M | $79M | $-65M | $-30M | $-10M | $56M | $-43M | $-51M | $75M | $-48M | |
| Net Change in Cash | $-11M | $14M | $13M | $3M | $-6M | $-1M | $2M | $-168.0K | $-12M | $-8M | $18M | $13M | $4M | $7M | |
| Taxes Paid | $8M | $2M | · | $6M | $12M | $3M | · | $4M | $11M | $2M | · | $4M | $1M | $4M | |
| Free Cash Flow | · | $-117M | · | · | · | $-81M | · | · | · | $-64M | · | · | $-71M | · | |
| Levered FCF | · | $-117M | · | · | · | $-81M | · | · | · | $-64M | · | · | $-71M | · |
Profitability
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.2% | 9.0% | · | 9.3% | 10.6% | 14.1% | · | 11.0% | 6.6% | 11.4% | · | 7.3% | 9.0% | · | |
| Net Margin | 6.4% | 5.5% | · | 6.2% | 6.5% | 9.9% | · | 6.8% | 3.8% | 8.0% | · | 5.8% | 5.8% | · | |
| Pretax Margin | 9.5% | 8.7% | · | 8.7% | 9.2% | 13.6% | · | 9.6% | 5.6% | 11.1% | · | 7.1% | 8.2% | · | |
| EBITDA Margin | 11.2% | 10.7% | · | 9.3% | 10.6% | 15.9% | · | 11.0% | 6.6% | 13.1% | · | 7.3% | 10.9% | · | |
| ROA | 2.1% | 1.8% | · | 1.9% | 2.1% | 3.1% | · | 2.0% | 1.2% | 2.5% | · | 1.6% | · | · | |
| ROE | 7.1% | 5.2% | · | 5.7% | 6.2% | 8.2% | · | 5.5% | 3.3% | 6.7% | · | 4.2% | · | · | |
| ROIC | 8.7% | 5.8% | · | 6.0% | 7.1% | 8.2% | · | 6.4% | 4.0% | 6.7% | · | 4.2% | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | · | 0.9 | 0.9 | 1.0 | · | 1.1 | 1.1 | 1.2 | · | 1.1 | · | · | |
| Quick Ratio | 0.5 | 0.5 | · | 0.5 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | · | · | |
| Interest Coverage | 8.0 | 17.8 | · | 9.8 | 11.0 | 59.6 | · | 12.6 | 7.6 | 42.3 | · | 10.5 | 24.0 | · |
Efficiency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | · | · | |
| Receivables Turnover | 1.3 | 1.4 | · | 1.2 | 1.2 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | 1.1 | · | · |
Per Share
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $29.07 | $30.79 | · | $30.80 | $30.02 | $33.48 | · | $30.25 | $28.40 | $30.74 | · | $29.80 | · | · | |
| Revenue / Share | $32.90 | $30.51 | · | $28.08 | $27.67 | $26.50 | · | $24.51 | $24.81 | $24.50 | · | $20.83 | $21.08 | · | |
| Cash Flow / Share | · | $-17.29 | · | · | · | $-11.66 | · | · | · | $-9.00 | · | · | $-9.66 | · | |
| Cash / Share | $3.43 | $5.04 | · | $3.44 | $2.96 | $3.77 | · | $3.62 | $3.65 | $5.39 | · | $3.96 | · | · | |
| Dividend / Share | $0.57 | $0.57 | $0.78 | $0.49 | $0.49 | $0.49 | $0.49 | $0.42 | $0.42 | $0.42 | · | $0.36 | $0.36 | $0.36 |
Valuation (TTM)
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $838M | $814M | · | $731M | $713M | $697M | · | $673M | $652M | $643M | · | $609M | $597M | · | |
| Net Income TTM | $59M | $58M | · | $57M | $57M | $51M | · | $43M | $40M | $43M | · | $37M | $42M | · | |
| Market Cap | $918M | $1.06B | · | $1.34B | $1.23B | $1.18B | · | $1.14B | $1.16B | $1.03B | · | $703M | · | · | |
| P/S | 1.1 | 1.3 | · | 1.8 | 1.7 | 1.7 | · | 1.7 | 1.8 | 1.6 | · | 1.2 | 1.3 | · | |
| P/B | 5.1 | 5.4 | · | 6.7 | 6.2 | 5.2 | · | 5.6 | 6.1 | 4.9 | · | 3.4 | · | · | |
| P / Tangible Book | 11.2 | 10.8 | · | 13.3 | 12.8 | 9.3 | · | 11.1 | 12.9 | 9.3 | · | 6.6 | · | · | |
| P / Cash Flow | · | -9.3 | · | · | · | -14.7 | · | · | · | -16.3 | · | · | · | · | |
| Dividend Yield | 1.7% | 1.5% | · | 1.0% | 1.1% | 1.1% | · | 1.1% | 0.99% | · | · | · | · | · | |
| Payout Ratio | · | 34.2% | · | · | · | 19.4% | · | · | · | 22.5% | · | · | 30.3% | · | |
| Annual Payout | $16M | $15M | · | $14M | $13M | $13M | · | $12M | $12M | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-01-03 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2022-01-01 |
|---|---|---|---|---|---|
| Revenue | $752M | $687M | $624M | $591M | $566M |
| Operating Margin % | 11.1% | 10.3% | 9.2% | 9.9% | 9.8% |
| Net Income | $55M | $47M | $38M | $44M | $42M |
| Diluted EPS | $8.14 | $6.74 | $5.39 | $5.91 | $5.45 |
| Metric | 2026-01-03 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2022-01-01 |
|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.1 | 1.1 | 1.1 | 1.2 |
| Quick Ratio | 0.6 | 0.8 | 0.8 | 0.8 | 0.9 |
| Metric | 2026-01-03 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2022-01-01 |
|---|---|---|---|---|---|
| Free Cash Flow | $19M | $33M | $58M | $21M | $73M |
Institutional owners (13F) 226 filers · $913.5M 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 34 (-4 vs prior Q) | 32 (0 vs prior Q) | 91 (+14 vs prior Q) | 55 (-13 vs prior Q) | -209K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $91,500,478 | 643,011 | 10.02% | Shares |
| VANGUARD GROUP INC | $78,593,968 | 391,609 | 8.60% | Shares |
| FMR LLC | $66,906,366 | 470,178 | 7.32% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $39,451,537 | 277,242 | 4.32% | Shares |
| TWO SIGMA INVESTMENTS, LP | $37,236,922 | 261,679 | 4.08% | Shares |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $30,666,504 | 215,506 | 3.36% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $27,803,985 | 195,382 | 3.04% | Shares |
| TWO SIGMA ADVISERS, LP | $26,871,254 | 133,891 | 2.94% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $25,866,582 | 181,775 | 2.83% | Shares |
| Point72 Asset Management, L.P. | $25,637,053 | 180,162 | 2.81% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $23,729,310 | 166,721 | 2.60% | Shares |
| JANUS HENDERSON GROUP PLC | $21,930,142 | 135,468 | 2.40% | Shares |
| JANE STREET GROUP, LLC | $21,764,643 | 152,949 | 2.38% | Shares |
| STATE STREET CORP | $20,978,151 | 147,422 | 2.30% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $18,945,396 | 133,137 | 2.07% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $15,921,823 | 111,889 | 1.74% | Shares |
| MORGAN STANLEY | $14,302,954 | 100,511 | 1.57% | Shares |
| Qube Research & Technologies Ltd | $14,091,115 | 99,024 | 1.54% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $12,136,909 | 85,291 | 1.33% | Shares |
| Trexquant Investment LP | $11,975,257 | 84,155 | 1.31% | Shares |
| RICE HALL JAMES & ASSOCIATES, LLC | $11,065,533 | 77,762 | 1.21% | Shares |
| NORTHERN TRUST CORP | $10,157,943 | 71,384 | 1.11% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $9,299,020 | 65,348 | 1.02% | Shares |
| CITADEL ADVISORS LLC | $8,887,488 | 62,456 | 0.97% | Shares |
| MILLENNIUM MANAGEMENT LLC | $8,728,682 | 61,340 | 0.96% | Shares |
| NORGES BANK | $8,566,460 | 60,200 | 0.94% | Shares |
| RAYMOND JAMES FINANCIAL INC | $7,919,946 | 55,656 | 0.87% | Shares |
| Bridge City Capital, LLC | $7,657,163 | 53,810 | 0.84% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7,639,376 | 53,685 | 0.84% | Shares |
| JPMORGAN CHASE & CO | $7,119,402 | 49,430 | 0.78% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $6,833,388 | 48,021 | 0.75% | Shares |
| Boston Partners | $6,604,000 | 46,409 | 0.72% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $6,551,207 | 46,038 | 0.72% | Shares |
| ProShare Advisors LLC | $6,541,532 | 45,970 | 0.72% | Shares |
| Pembroke Management, LTD | $6,088,590 | 42,787 | 0.67% | Shares |
| XTX Topco Ltd | $6,052,446 | 42,533 | 0.66% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5,959,368 | 41,879 | 0.65% | Shares |
| GOLDMAN SACHS GROUP INC | $5,860,056 | 41,181 | 0.64% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $5,758,954 | 40,471 | 0.63% | Shares |
| WEBER CAPITAL MANAGEMENT LLC /ADV | $5,351,334 | 37,606 | 0.59% | Shares |
| FIRST TRUST ADVISORS LP | $5,337,388 | 37,508 | 0.58% | Shares |
| Bank of New York Mellon Corp | $5,318,419 | 37,375 | 0.58% | Shares |
| ExodusPoint Capital Management, LP | $4,727,206 | 33,220 | 0.52% | Shares |
| Foundry Partners, LLC | $4,684,714 | 27,048 | 0.51% | Shares |
| PDT Partners, LLC | $4,660,467 | 32,751 | 0.51% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $3,626,231 | 25,483 | 0.40% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3,580,410 | 25,161 | 0.39% | Shares |
| UBS Group AG | $3,471,694 | 24,397 | 0.38% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $3,362,123 | 23,627 | 0.37% | Shares |
| Linden Thomas Advisory Services, LLC | $3,302,356 | 23,207 | 0.36% | Shares |
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 |
|---|---|---|---|---|---|
| John H. Lewis, Osmium Partners, LLC, Osmium Capital, LP, Osmium Capital II, LP, Osmium Spartan, LP, Osmium Diamond, LP ×2 filings | April 20, 2016 | · | 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.
Company insiders 35 insiders · 15 officers · 22 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Paul A Maleh | PRESIDENT AND CEO | Sept. 14, 2026 A | 103,550 | 0 | 21 | $-4,860,648 |
| James C Burrows | President and CEO | May 7, 2009 F | 194,087 | 0 | 0 | $0 |
| Eric Nierenberg | EVP, CFO AND TREASURER | Sept. 14, 2026 A | 129 | 0 | 0 | $0 |
| Daniel K. Mahoney | EVP, CFO AND TREASURER | April 11, 2025 M | 13,782 | 0 | 0 | $0 |
| Wayne D Mackie | EVP, CFO and Treasurer | Nov. 8, 2014 M | 16,579 | 0 | 0 | $0 |
| Phillip J Cooper | Exec VP, CFO and Treasurer | March 25, 2005 A | · | 0 | 0 | $0 |
| Monica G Noether | EVP, Chief Operating Officer | Nov. 14, 2012 M | 44,775 | 0 | 0 | $0 |
| Brian Langan | Executive Vice President and Chief Strategy and Business Transformation Officer | Sept. 14, 2026 A | 129 | 0 | 0 | $0 |
| Jonathan D Yellin | EVP AND GENERAL COUNSEL | Sept. 14, 2026 A | 11,153 | 0 | 13 | $-1,437,459 |
| Chad M Holmes | EVP AND CHIEF CORP DEV OFFICER | Sept. 14, 2026 A | 46,683 | 0 | 0 | $0 |
| Arnold J Lowenstein | EVP, Chief Strategy Officer | March 17, 2017 A | 29,464 | 0 | 0 | $0 |
| Gregory K Bell | EVP, Platform Leader | Feb. 24, 2009 A | 56,019 | 0 | 0 | $0 |
| Frederick T Baird | EVP, Chief Corp. Dev. Officer | May 1, 2008 F | 11,758 | 0 | 0 | $0 |
| Christopher C Maxwell | Executive Vice President | Aug. 1, 2006 M | 13,373 | 0 | 0 | $0 |
| Robert J Larner | Executive Vice President | April 21, 2006 A | 11,943 | 0 | 0 | $0 |
| Heather Tookes | Director | July 23, 2026 S | 3,718 | 0 | 3 | $-57,882 |
| Alva Taylor | Director | July 16, 2026 A | 4,372 | 0 | 0 | $0 |
| Karen C Keenan | Director | July 16, 2026 A | 3,389 | 0 | 0 | $0 |
| Thomas Aiken Avery | Director | July 16, 2026 A | 15,328 | 0 | 1 | $-192,221 |
| Richard Douglas Booth | Director | July 16, 2026 A | 9,924 | 0 | 0 | $0 |
| Christine Rose Detrick | Director | July 16, 2026 A | 7,128 | 0 | 0 | $0 |
| William F Concannon | Director | July 17, 2025 A | 15,595 | 0 | 0 | $0 |
| Robert W Holthausen | Director | July 13, 2023 A | 10,755 | 0 | 0 | $0 |
| Nancy Hawthorne | Director | July 19, 2022 A | 7,444 | 0 | 0 | $0 |
| Rowland Moriarty | Director | July 10, 2019 A | 31,809 | 0 | 0 | $0 |
| Robert A Whitman | Director | July 10, 2019 A | 7,454 | 0 | 0 | $0 |
| William T Schleyer | Director | July 12, 2017 A | 33,110 | 0 | 0 | $0 |
| Thomas S Robertson | Director | July 22, 2015 A | 23,681 | 0 | 0 | $0 |
| Nancy L Rose | Director | July 30, 2014 D | 22,971 | 0 | 0 | $0 |
| Ronald T Maheu | Director | July 22, 2014 A | 26,120 | 0 | 0 | $0 |
| Basil Anderson | Director | April 16, 2009 A | 9,593 | 0 | 0 | $0 |
| Steven C Salop | Director | Jan. 18, 2008 S | 17,071 | 0 | 0 | $0 |
| Carl Shapiro | Director | May 18, 2007 A | 37,924 | 0 | 0 | $0 |
| Franklin M Fisher | Director | Oct. 20, 2006 A | 84,688 | 0 | 0 | $0 |
| Carl Kaysen | Director | Aug. 11, 2003 S | 20,280 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 34 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0.25% | 21,627 SH | Sept. 11, 2026 | Daily |
| QIDX · Spinnaker ETF Series | 0.24% | 520 NS | July 31, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 6,370 NS | July 31, 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.17% | 12,099 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.07% | 60,470 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.07% | 10,342 SH | Oct. 2, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.06% | 1,984 SH | Aug. 19, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.06% | 40 NS | July 31, 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.05% | 6,808 SH | Aug. 19, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.04% | 3,586 SH | Oct. 2, 2026 | Daily |
| RSSL · Global X Funds | 0.04% | 3,038 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.03% | 162,439 SH | Sept. 11, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.03% | 1,095 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.03% | 1,926 SH | Sept. 9, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.03% | 36,539 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 411 SH | Oct. 2, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.03% | 21,911 NS | July 31, 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.02% | 2,083 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 417 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 503 SH | Sept. 10, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 74,405 SH | Aug. 19, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.01% | 7,585 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.01% | 1,113 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 1,578 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 15,981 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 3,597 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 1,576 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 2,066 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 9,707 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 1,785 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 196,438 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 503 SH | Aug. 19, 2026 | Daily |
| ISCB · iShares Trust | · | 278 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 32,382 SH | Sept. 11, 2026 | Daily |
CRAI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
2 analysts · 2026-10-03Mean target $250.50 +47.0%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CRAI | $1.31B | 24.6 | 9.3% | 7.3% | 26.7% | · |
| INOD | $1.65B | 55.4 | 47.6% | 12.8% | 37.7% | 39.5% |
| TIC | · | · | · | · | · | · |
| ICFI | $1.56B | 17.2 | -7.3% | 4.9% | 9.0% | · |
| WLDN | $1.57B | 30.6 | 20.5% | 7.7% | 19.5% | 37.5% |
| FBYD | · | · | · | · | · | · |
| LZ | $1.76B | 124.1 | 10.9% | 2.0% | 8.4% | 65.9% |
| RHLD | $1.75B | -299.2 | 9.9% | -1.3% | -206.6% | 56.3% |
| BKSY | · | -9.0 | 4.4% | · | · | · |
| MG | · | 23.9 | -0.77% | 2.3% | 7.8% | 28.2% |
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