EPAC Enerpac Tool Group Corp. Common Stock

NYSE · Machinery · View on SEC EDGAR ↗
$36.71
Price · Aug 18, 2026
Fundamentals as of Jul 9, 2026

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

Price
$36.71
Market Cap
P/E (TTM)
24.9
EPS (TTM)
$1.70
Revenue (TTM)
$617M
Div Yield
ROE
22.1%
Debt/Equity
0.4
52W Range
$32 – $45

EPAC 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 $617M
10-point trend, -46.3%
2016-08-31 2025-08-31
EPS $1.70
10-point trend, +195.5%
2016-08-31 2025-08-31
Free Cash Flow $92M
10-point trend, -5.7%
2016-08-31 2025-08-31
Margins 15.0%
10-point trend, +44.0%
2016-08-31 2025-08-31

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

Metric
5Y trend
EPAC
Peer Median
P/E (TTM)
5-point trend, -37.6%
24.9
40.7

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

Metric
5Y trend
EPAC
Peer Median
Gross Margin
5-point trend, +9.9%
50.5%
35.8%
Operating Margin
5-point trend, +123.8%
21.6%
Net Profit Margin
5-point trend, +108.7%
15.0%
2.0%
ROA
5-point trend, +149.7%
11.6%
1.6%
ROE
5-point trend, +140.4%
22.1%
3.3%
ROIC
5-point trend, +106.7%
16.4%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
EPAC
Peer Median
Debt / Equity
5-point trend, +3.0%
0.4
Current Ratio
5-point trend, +3.4%
2.7
2.1
Quick Ratio
5-point trend, +4.0%
1.9

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

Metric
5Y trend
EPAC
Peer Median
Revenue YoY
5-point trend, +16.7%
4.7%
Revenue CAGR 3Y
5-point trend, +16.7%
2.6%
Revenue CAGR 5Y
5-point trend, +16.7%
4.6%
EPS YoY
5-point trend, +169.8%
9.0%
Net Income YoY
5-point trend, +143.6%
8.2%

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

Metric
5Y trend
EPAC
Peer Median
EPS (Diluted)
5-point trend, +169.8%
$1.70

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
EPAC
Peer Median
Payout Ratio
5-point trend, -62.8%
2.3%

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

Dividend Yield
Payout Ratio
2.3%
5Y Div CAGR
Ex-dateAmount
Oct. 7, 2025$0.0400
Oct. 7, 2024$0.0400
Oct. 5, 2023$0.0400
Oct. 6, 2022$0.0400
Sept. 30, 2021$0.0400
Oct. 1, 2020$0.0400
Sept. 26, 2019$0.0400
Sept. 27, 2018$0.0400
Sept. 28, 2017$0.0400
Sept. 28, 2016$0.0400
Sept. 28, 2015$0.0400
Sept. 26, 2014$0.0400
Sept. 26, 2013$0.0400
Sept. 26, 2012$0.0400
Sept. 28, 2011$0.0400
Sept. 28, 2010$0.0400
Sept. 28, 2009$0.0400
Sept. 26, 2008$0.0400
Sept. 26, 2007$0.0400
Sept. 27, 2006$0.0400

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

BUY 9 analysts
  • Strong Buy 2 22.2%
  • Buy 5 55.6%
  • Hold 2 22.2%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

2 analysts · 2026-08-15
Median target $48.00 +30.8%
Mean target $48.00 +30.8%

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

Avg Surprise
0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.60 $0.50 0.10%
March 31, 2026 $0.39 $0.40 -0.01%
Dec. 31, 2025 $0.36 $0.38 -0.02%
Sept. 30, 2025 $0.52 $0.52 -0.00%
June 30, 2025 $0.51 $0.48 0.03%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
EPAC 24.9 4.7% 15.0% 22.1% 50.5%
KMT 7.9 19.8% 14.5% 24.0% 41.2%
PRLB $1.20B 57.5 6.4% 4.0% 3.2% 44.5%
GRC $1.26B 23.6 3.4% 7.8% 13.1% 30.6%
MFP
AIN -26.1 -3.9% -4.9% -6.9% 20.6%
HLMN $1.79B 45.5 5.4% 2.6% 3.3%
GHM $874M 70.5 16.9% 5.1% 9.3% 23.5%
TNC $1.32B 31.2 -6.5% 3.6% 7.2% 40.2%
SSYS
PKOH $389M 12.3 -3.5% 1.5% 6.7%

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

Income Statement 15
Annual Income Statement data for EPAC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, -55.9% $617M $590M $598M $571M $529M $493M $655M $1.18B $1.10B $1.15B $1.25B $1.40B
Cost of Revenue 12-point trend, -64.2% $305M $288M $303M $306M $286M $276M $362M $358M $356M $746M $787M $853M
Gross Profit 12-point trend, -43.0% $312M $301M $295M $265M $243M $217M $293M $283M $260M $403M $462M $547M
R&D Expense 12-point trend, -27.5% $14M $12M $9M $7M $7M $7M $9M $9M $9M $18M $18M $20M
SG&A Expense 7-point trend, -20.2% $167M $169M $205M $217M $175M $181M $209M · · · · ·
Operating Income 12-point trend, -34.3% $133M $122M $84M $31M $51M $24M $48M $50M $-85M $-100M $54M $203M
Other Non-op 12-point trend, +29.9% $-3M $-3M $-3M $-2M $-2M $-3M $629.0K $138.0K $-4M $-1M $-106.0K $-4M
Pretax Income 12-point trend, -30.6% $121M $106M $69M $24M $44M $8M $19M $19M $-118M $-130M $25M $174M
Income Tax 12-point trend, -14.1% $28M $23M $15M $4M $4M $2M $11M $14M $-23M $-25M $6M $33M
Net Income 12-point trend, -43.3% $93M $86M $47M $16M $38M $723.0K $-249M $-22M $-66M $-105M $20M $164M
EPS (Basic) 12-point trend, -25.5% $1.72 $1.58 $0.82 $0.26 $0.63 $0.01 $-4.07 $-0.36 $-1.11 $-1.78 $0.32 $2.31
EPS (Diluted) 12-point trend, -24.8% $1.70 $1.56 $0.82 $0.26 $0.63 $0.01 $-4.04 $-0.35 $-1.11 $-1.78 $0.32 $2.26
Shares (Basic) 12-point trend, -23.8% 54,049,000 54,336,000 56,680,000 59,538,000 60,024,000 59,952,000 61,151,000 60,441,000 59,436,000 59,010,000 61,262,000 70,942,000
Shares (Diluted) 12-point trend, -24.8% 54,485,000 54,862,000 57,117,000 59,909,000 60,403,000 60,269,000 61,607,000 61,028,000 59,436,000 59,010,000 62,055,000 72,486,000
EBITDA 12-point trend, -43.5% $149M $135M $100M $50M $73M $45M $68M $59M $-7M $-52M $107M $264M
Balance Sheet 29
Annual Balance Sheet data for EPAC
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +39.0% $152M $167M $154M $121M $140M $152M $211M $250M $230M $180M $169M $109M
Receivables 12-point trend, -53.3% $106M $104M $98M $107M $103M $84M $126M $123M $190M $187M $193M $227M
Inventory 12-point trend, -51.6% $79M $73M $75M $84M $75M $69M $77M $72M $144M $131M $143M $163M
Prepaid Expense 12-point trend, +19.2% $40M $28M $29M $31M $39M $36M $31M $33M $62M $45M $43M $33M
Other Current Assets · · · · · · $31M · · · · ·
Current Assets 12-point trend, -30.7% $376M $372M $356M $342M $357M $341M $730M $1.05B $647M $543M $560M $543M
PP&E (Net) 12-point trend, -68.5% $53M $40M $39M $41M $49M $61M $57M $55M $95M $114M $142M $169M
PP&E (Gross) 12-point trend, -46.4% $179M $160M $151M $156M $162M $168M $170M $162M $271M $310M $318M $335M
Accum. Depreciation 12-point trend, -23.9% $126M $120M $112M $114M $114M $107M $113M $107M $177M $196M $176M $166M
Goodwill 12-point trend, -61.0% $290M $270M $266M $258M $278M $281M $260M $280M $272M $519M $608M $743M
Intangibles 12-point trend, -87.1% $47M $36M $37M $42M $55M $62M $52M $72M $220M $239M $309M $365M
Other Non-current Assets 12-point trend, +67.6% $62M $59M $64M $74M $82M $78M $24M $31M $25M $23M $17M $37M
Total Assets 12-point trend, -55.4% $828M $777M $763M $757M $820M $824M $1.12B $1.49B $1.52B $1.44B $1.64B $1.86B
Accounts Payable 12-point trend, -70.5% $43M $43M $50M $73M $62M $45M $77M $70M $133M $115M $118M $146M
Short-term Debt 3-point trend, +0.00 · · $0 $4M $0 · · · · · · ·
Current Liabilities 12-point trend, -54.2% $137M $129M $148M $153M $135M $106M $300M $354M $379M $242M $235M $299M
Capital Leases 6-point trend, -25.9% $28M $25M $29M $33M $41M $38M · · · · · ·
Deferred Tax 12-point trend, -93.6% $6M $4M $6M $7M $4M $2M $2M $4M $30M $31M $73M $97M
Other Non-current Liabilities 12-point trend, +6.4% $62M $53M $62M $66M $76M $83M $48M $52M $56M $57M $54M $58M
Total Liabilities 12-point trend, -53.9% $394M $385M $436M $439M $408M $465M $823M $927M $1.02B $918M $964M $855M
Long-term Debt 11-point trend, -51.3% $190M $195M $215M $204M · $255M $463M $535M $565M $584M $588M $390M
Total Debt 10-point trend, -51.4% $190M $195M $214M $204M $175M $255M $460M · $562M · $588M $390M
Common Stock 12-point trend, -32.5% $11M $11M $17M $17M $17M $17M $16M $16M $16M $16M $16M $16M
Paid-in Capital 12-point trend, +160.2% $243M $236M $220M $213M $203M $193M $181M $167M $138M $115M $104M $93M
Retained Earnings 12-point trend, -78.9% $284M $262M $1.01B $967M $953M $918M $915M $1.17B $1.19B $1.26B $1.37B $1.35B
Treasury Stock 11-point trend, -100.0% · $0 $801M $743M $668M $668M $640M $618M $618M $618M $601M $389M
AOCI 12-point trend, -52.2% $-104M $-116M $-121M $-135M $-93M $-101M $-172M $-174M $-227M $-252M $-214M $-68M
Stockholders' Equity 12-point trend, -56.7% $434M $392M $327M $319M $412M $359M $301M $559M $501M $521M $673M $1.00B
Liabilities + Equity 12-point trend, -55.4% $828M $777M $763M $757M $820M $824M $1.12B $1.49B $1.52B $1.44B $1.64B $1.86B
Cash Flow 18
Annual Cash Flow data for EPAC
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, -74.2% $16M $13M $16M $20M $22M $21M $20M $20M $23M $48M $53M $61M
Stock-based Comp 12-point trend, -23.9% $13M $11M $9M $14M $9M $10M $11M $11M $15M $10M $12M $17M
Deferred Tax 12-point trend, -565.0% $-186.0K $435.0K $460.0K $-5M $10M $-8M $4M $6M $-9M $-17M $-12M $40.0K
Amort. of Intangibles 12-point trend, -77.8% $6M $3M $5M $7M $8M $8M $9M $9M $9M $23M $24M $25M
Restructuring 12-point trend, +5862000.00 $6M $7M $7M $8M $2M $7M $4M $11M $3M $15M $0 $0
Other Non-cash 12-point trend, +91.4% $-10M $-29M $6M $8M $-24M $-26M $268M $79M $103M $182M $58M $-116M
Operating Cash Flow 12-point trend, -11.8% $111M $81M $78M $52M $54M $-3M $54M $106M $88M $118M $131M $126M
CapEx 12-point trend, -53.8% $19M $11M $9M $8M $12M $12M $15M $11M $17M $20M $23M $42M
Investing Cash Flow 12-point trend, -117.6% $-46M $-14M $11M $-7M $13M $176M $11M $-63M $-28M $-83M $-21M $262M
Debt Issued 3-point trend, +200000000.00 · · $200M $0 $0 · · · · · · ·
Net Debt Issued 2-point trend, +200000000.00 · · $200M · · · · · · · · $0
Stock Repurchased 12-point trend, -75.8% $69M $38M $58M $75M $0 $28M $22M $0 $0 $17M $212M $284M
Net Stock Activity 12-point trend, +75.8% $-69M $-38M $-58M $-75M $0 $-28M $-22M $0 $0 $-17M $-212M $-284M
Dividends Paid 12-point trend, -25.8% $2M $2M $2M $2M $2M $2M $2M $2M $2M $2M $3M $3M
Financing Cash Flow 12-point trend, +78.7% $-81M $-56M $-53M $-52M $-82M $-239M $-100M $-18M $-15M $-18M $-15M $-382M
Net Change in Cash 12-point trend, -409.1% $-16M $13M $34M $-20M $-12M $-59M $-39M $21M $50M $11M $60M $5M
Taxes Paid 12-point trend, -53.5% $27M $24M $3M $6M $8M $13M $15M $-2M $12M $21M $26M $57M
Free Cash Flow 12-point trend, +10.3% $92M $70M $68M $43M $42M $-15M $39M $85M $60M $97M $106M $83M
Profitability 8
Annual Profitability data for EPAC
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +29.4% 50.5% 51.1% 49.3% 46.5% 46.0% 44.0% 44.7% 35.1% 34.6% 35.1% 37.0% 39.1%
Operating Margin 12-point trend, +49.1% 21.6% 20.6% 14.0% 5.4% 9.7% 4.9% 7.3% 1.5% -4.6% -8.7% 4.3% 14.5%
Net Margin 12-point trend, +28.7% 15.0% 14.5% 7.8% 2.8% 7.2% 0.15% -38.0% -1.8% -6.0% -9.2% 1.6% 11.7%
Pretax Margin 12-point trend, +57.4% 19.6% 17.9% 11.5% 4.2% 8.3% 1.6% 2.9% -1.1% -7.5% -11.3% 2.0% 12.4%
EBITDA Margin 12-point trend, +28.3% 24.2% 22.9% 16.8% 8.8% 13.8% 9.1% 10.3% 5.0% -0.65% -4.6% 8.6% 18.8%
ROA 10-point trend, +40.5% 11.6% 11.1% 6.1% 2.0% 4.6% 0.07% -19.1% · -4.5% · 1.1% 8.2%
ROE 10-point trend, +40.6% 22.1% 22.6% 14.0% 4.8% 9.2% 0.21% -54.8% · -13.0% · 2.4% 15.7%
ROIC 10-point trend, +38.7% 16.4% 16.2% 12.1% 4.8% 8.0% 2.8% 2.7% · -3.8% · 3.3% 11.9%
Liquidity & Solvency 4
Annual Liquidity & Solvency data for EPAC
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 10-point trend, +51.1% 2.7 2.9 2.4 2.2 2.7 3.2 2.4 · 1.7 · 2.4 1.8
Quick Ratio 10-point trend, +67.3% 1.9 2.1 1.7 1.5 1.8 2.2 1.1 · 1.1 · 1.5 1.1
Debt / Equity 10-point trend, +12.3% 0.4 0.5 0.7 0.6 0.4 0.7 1.5 · 1.1 · 0.9 0.4
LT Debt / Equity 10-point trend, +9.1% 0.4 0.5 0.6 0.6 0.4 0.7 1.5 · 1.1 · 0.9 0.4
Efficiency 3
Annual Efficiency data for EPAC
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, +9.2% 0.8 0.8 0.8 0.7 0.6 0.5 0.5 · 0.7 · 0.7 0.7
Inventory Turnover 10-point trend, -28.0% 4.0 3.9 3.8 3.8 4.0 3.8 4.9 · 5.2 · 5.2 5.6
Receivables Turnover 10-point trend, -6.6% 5.9 5.8 5.9 5.4 5.6 4.7 5.3 · 5.8 · 5.9 6.3
Per Share 4
Annual Per Share data for EPAC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, -41.4% $11.32 $10.75 $10.47 $9.53 $8.75 $8.18 $10.63 $19.57 $18.44 $19.48 $20.13 $19.31
Cash Flow / Share 12-point trend, +18.2% $2.04 $1.48 $1.36 $0.86 $0.90 $-0.05 $0.87 $1.76 $1.48 $1.99 $2.08 $1.73
Dividend / Share Flat — no change across 12 periods $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, -24.8% $1.70 $1.56 $0.82 $0.26 $0.63 $0.01 $-4.04 $-0.35 $-1.11 $-1.78 $0.32 $2.26
Growth Rates 10
Annual Growth Rates data for EPAC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -35.1% 4.7% -1.5% 4.7% 8.1% 7.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -60.8% 2.6% 3.7% 6.6% · · · · · · · · ·
Revenue CAGR 5Y 4.6% · · · · · · · · · · ·
EPS YoY 5-point trend, -99.9% 9.0% 90.2% 215.4% -58.7% 6200.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -74.0% 87.0% 35.3% 334.4% · · · · · · · · ·
EPS CAGR 5Y 179.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, -99.8% 8.2% 84.2% 196.8% -58.8% 5166.5% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -73.1% 80.8% 31.1% 300.8% · · · · · · · · ·
Net Income CAGR 5Y 164.0% · · · · · · · · · · ·
Dividend CAGR 5Y -2.2% · · · · · · · · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for EPAC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, -55.9% $617M $590M $598M $571M $529M $493M $655M $1.18B $1.10B $1.15B $1.25B $1.40B
Net Income TTM 12-point trend, -43.3% $93M $86M $47M $16M $38M $723.0K $-249M $-22M $-66M $-105M $20M $164M
P/E 12-point trend, +66.9% 24.9 26.4 32.0 74.6 39.9 2080.0 -5.5 -84.1 -21.7 -13.4 67.0 14.9
Earnings Yield 12-point trend, -40.0% 4.0% 3.8% 3.1% 1.3% 2.5% 0.05% -18.2% -1.2% -4.6% -7.5% 1.5% 6.7%
Payout Ratio 12-point trend, +31.5% 2.3% 2.5% 4.9% 15.4% 6.3% 334.6% -0.98% -11.0% -3.6% -2.3% 13.1% 1.8%
Annual Payout 12-point trend, -25.8% $2M $2M $2M $2M $2M $2M $2M $2M $2M $2M $3M $3M

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

Income Statement
2025-08-312024-08-312023-08-312022-08-312021-08-31
Revenue $617M$590M$598M$571M$529M
Gross Margin % 50.5%51.1%49.3%46.5%46.0%
Operating Margin % 21.6%20.6%14.0%5.4%9.7%
Net Income $93M$86M$47M$16M$38M
Diluted EPS $1.70$1.56$0.82$0.26$0.63
Balance Sheet
2025-08-312024-08-312023-08-312022-08-312021-08-31
Debt / Equity 0.40.50.70.60.4
Current Ratio 2.72.92.42.22.7
Quick Ratio 1.92.11.71.51.8
Cash Flow
2025-08-312024-08-312023-08-312022-08-312021-08-31
Free Cash Flow $92M$70M$68M$43M$42M

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Institutional owners (13F) 291 filers · $1.3B 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
56 (+18 vs prior Q) 26 (-4 vs prior Q) 96 (+5 vs prior Q) 82 (+3 vs prior Q) +5.4M

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
NEUBERGER BERMAN GROUP LLC $165,740,833 4,621,886 13.15% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $107,602,735 3,000,634 8.53% Shares
Capital International Investors $90,932,318 2,535,759 7.21% Shares
VANGUARD CAPITAL MANAGEMENT LLC $82,950,133 2,313,166 6.58% Shares
STATE STREET CORP $82,225,939 2,294,879 6.52% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $48,449,442 1,351,072 3.84% Shares
COOKE & BIELER LP $46,063,748 1,284,544 3.65% Shares
DIMENSIONAL FUND ADVISORS LP $44,567,740 1,242,826 3.53% Shares
GEODE CAPITAL MANAGEMENT, LLC $40,107,775 1,118,184 3.18% Shares
SOUTHERNSUN ASSET MANAGEMENT, LLC $30,487,527 850,182 2.42% Shares
D. E. Shaw & Co., Inc. $29,926,425 834,535 2.37% Shares
Champlain Investment Partners, LLC $25,772,976 718,711 2.04% Shares
BROWN ADVISORY INC $25,394,599 708,160 2.01% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $21,531,814 600,441 1.71% Shares
BAMCO INC /NY/ $15,981,690 445,669 1.27% Shares
MILLENNIUM MANAGEMENT LLC $14,801,502 412,758 1.17% Shares
JENNISON ASSOCIATES LLC $14,738,853 411,011 1.17% Shares
CITADEL ADVISORS LLC $13,975,610 389,727 1.11% Shares
Mesirow Institutional Investment Management, Inc. $13,311,886 323,969 1.06% Shares
VANGUARD FIDUCIARY TRUST CO $13,296,852 370,799 1.05% Shares
Qube Research & Technologies Ltd $12,281,010 342,471 0.97% Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC $11,281,628 314,602 0.89% Shares
GLENMEDE TRUST CO NA $10,365,512 289,055 0.82% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $10,314,770 287,640 0.82% Shares
LOOMIS SAYLES & CO L P $9,904,030 276,186 0.79% Shares
KENNEDY CAPITAL MANAGEMENT LLC $9,106,217 253,938 0.72% Shares
SEGALL BRYANT & HAMILL, LLC $9,038,262 252,043 0.72% Shares
Point72 Asset Management, L.P. $8,802,303 245,463 0.70% Shares
Leeward Investments, LLC - MA $8,545,725 238,308 0.68% Shares
Bank of New York Mellon Corp $8,064,842 224,898 0.64% Shares
TUDOR INVESTMENT CORP ET AL $7,525,974 209,871 0.60% Shares
Hillsdale Investment Management Inc. $7,128,968 198,800 0.57% Shares
FMR LLC $6,731,567 187,718 0.53% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $6,719,232 187,374 0.53% Shares
GAMCO INVESTORS, INC. ET AL $6,603,619 184,150 0.52% Shares
GOLDMAN SACHS GROUP INC $6,390,897 178,218 0.51% Shares
Public Sector Pension Investment Board $6,349,623 177,067 0.50% Shares
CenterBook Partners LP $6,066,616 169,175 0.48% Shares
TWO SIGMA INVESTMENTS, LP $5,939,205 165,622 0.47% Shares
Trexquant Investment LP $5,860,098 163,416 0.46% Shares
Squarepoint Ops LLC $5,039,191 140,524 0.40% Shares
Jump Financial, LLC $5,013,013 139,794 0.40% Shares
Roubaix Capital, LLC $4,643,978 129,503 0.37% Shares
RHUMBLINE ADVISERS $4,604,472 128,402 0.37% Shares
BlackRock, Inc. $4,408,736 122,943 0.35% Shares
Moran Wealth Management, LLC $4,358,962 121,555 0.35% Shares
LAZARD ASSET MANAGEMENT LLC $4,164,709 116,138 0.33% Shares
Connor, Clark & Lunn Investment Management Ltd. $4,087,359 113,981 0.32% Shares
AMERIPRISE FINANCIAL INC $3,994,517 111,392 0.32% Shares
Swiss National Bank $3,722,268 103,800 0.30% Shares
NORGES BANK $3,542,968 98,800 0.28% Shares
FIRST TRUST ADVISORS LP $3,542,932 98,799 0.28% Shares
BNP PARIBAS FINANCIAL MARKETS $3,443,205 96,018 0.27% Shares
Y-Intercept (Hong Kong) Ltd $3,412,151 95,152 0.27% Shares
AMERICAN CENTURY COMPANIES INC $3,402,577 94,885 0.27% Shares
Cubist Systematic Strategies, LLC $3,268,929 79,730 0.26% Shares
ENVESTNET ASSET MANAGEMENT INC $3,253,620 90,731 0.26% Shares
ExodusPoint Capital Management, LP $3,210,833 89,538 0.25% Shares
Moody Aldrich Partners LLC $3,098,985 86,419 0.25% Shares
GABELLI FUNDS LLC $2,929,762 81,700 0.23% Shares
Legal & General Group Plc $2,831,900 78,971 0.22% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $2,795,897 77,967 0.22% Shares
ALLIANCEBERNSTEIN L.P. $2,678,430 73,442 0.21% Shares
HEARTLAND ADVISORS INC $2,524,616 70,402 0.20% Shares
MARSHALL WACE, LLP $2,427,686 67,699 0.19% Shares
BANK OF AMERICA CORP /DE/ $2,262,802 63,101 0.18% Shares
UBS Group AG $2,196,927 61,264 0.17% Shares
Engineers Gate Manager LP $1,973,663 55,038 0.16% Shares
MARTINGALE ASSET MANAGEMENT L P $1,925,647 53,699 0.15% Shares
PRUDENTIAL FINANCIAL INC $1,922,706 53,617 0.15% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,864,748 51,131 0.15% Shares
XTX Topco Ltd $1,799,742 50,188 0.14% Shares
WELLS FARGO & COMPANY/MN $1,768,472 49,316 0.14% Shares
Balyasny Asset Management L.P. $1,701,342 47,444 0.13% Shares
VANGUARD ASSET MANAGEMENT, Ltd $1,568,481 43,739 0.12% Shares
TWO SIGMA ADVISERS, LP $1,560,192 40,800 0.12% Shares
VANGUARD GROUP INC $1,491,169 38,995 0.12% Shares
Vident Advisory, LLC $1,426,224 39,772 0.11% Shares
BARCLAYS PLC $1,346,436 37,547 0.11% Shares
Entropy Technologies, LP $1,329,258 37,068 0.11% Shares
KLP KAPITALFORVALTNING AS $1,283,788 35,800 0.10% Shares
Daiwa Securities Group Inc. $1,278,839 35,662 0.10% Shares
Quadrature Capital Ltd $1,247,749 34,795 0.10% Shares
VICTORY CAPITAL MANAGEMENT INC $1,173,195 32,716 0.09% Shares
TWINBEECH CAPITAL LP $1,118,222 31,183 0.09% Shares
State of Tennessee, Department of Treasury $1,086,415 30,296 0.09% Shares
MetLife Investment Management, LLC $1,079,278 30,097 0.09% Shares
Expect Equity LLC $1,054,212 29,398 0.08% Shares
Penn Capital Management Company, LLC $1,009,602 28,154 0.08% Shares
Illinois Municipal Retirement Fund $974,531 27,176 0.08% Shares
Amundi $890,225 24,825 0.07% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $880,471 24,553 0.07% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $861,644 24,028 0.07% Shares
Horizon Investments, LLC $843,355 23,518 0.07% Shares
DIVERSIFIED TRUST CO $830,159 23,150 0.07% Shares
Walleye Capital LLC $816,998 22,783 0.06% Shares
ALGERT GLOBAL LLC $815,098 22,730 0.06% Shares
Louisiana State Employees Retirement System $810,436 22,600 0.06% Shares
Freestone Grove Partners LP $788,705 21,994 0.06% Shares
JANUS HENDERSON GROUP PLC $768,018 21,056 0.06% Shares

Company insiders 58 insiders · 34 officers · 26 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Paul Sternlieb President and CEO Nov. 7, 2025 F 411,244 0 1 $-118,800
Randal W Baker Pres. and CEO March 21, 2019 F 230,244 0 0 $0
Mark Goldstein President & CEO Jan. 20, 2015 A 172,822 0 0 $0
Darren Matthew Kozik EVP & CFO Nov. 7, 2025 F 20,726 0 0 $0
Anthony Peter Colucci EVP - CFO Oct. 24, 2023 F 23,350 0 0 $0
Rick T Dillon Executive Vice President - CFO Dec. 27, 2017 F 25,509 0 0 $0
Patrick James Dawson Corporate Controller & PAO March 15, 2026 F 4,770 0 0 $0
Eric Theodore Chack EVP, Operations Nov. 7, 2025 F 25,203 0 0 $0
Benjamin James Topercer EVP - Chief HR Officer Nov. 7, 2025 F 53,280 0 0 $0
Noah Nathaniel Popp EVP, GC and Secretary Oct. 23, 2025 A 5,829 0 0 $0
James Denis EVP, GC and Secretary Jan. 25, 2025 F 21,438 0 0 $0
Patrick Shannon Burns Head of Financial Planning Oct. 19, 2024 F 6,263 0 0 $0
Markus Limberger EVP, Operations Oct. 24, 2023 F 8,170 0 0 $0
Roger Roundhouse Exec VP Engd Solutions Segment March 17, 2019 F 68,342 0 0 $0
Ted Wozniak VP Business Development Dec. 28, 2017 S 70,705 0 0 $0
Stephen Rennie Ex. VP Industrial & India Sept. 28, 2017 S 54,470 0 0 $0
Eugene Edward Skogg EVP-Human Resources July 21, 2017 F 106,062 0 0 $0
Robert Wrocklage Corporate Controller Jan. 20, 2017 F 12,902 0 0 $0
Kenneth Bockhorst Exec. VP, Energy Segment Jan. 16, 2017 A 36,208 0 0 $0
Matthew Pauli Corporate Controller Jan. 16, 2017 A 33,231 0 0 $0
Mark Sefcik Exec VP Industrial Segment April 4, 2016 A 61,832 0 0 $0
Brian Kobylinski Exec. VP - Industrial March 17, 2016 A 169,561 0 0 $0
Sheri Grissom VP Human Resources Jan. 9, 2015 F 32,253 0 0 $0
William Blackmore Exec. VP-Engineered Solutions Oct. 29, 2014 F 43,354 0 0 $0
David L Scheer Exec. VP, Electrical Segment Oct. 17, 2013 S 13,543 0 0 $0
Gustav Boel Exec. Vice President Oct. 17, 2013 S 39,178 0 0 $0
William Axline Executive VP, Electrical Jan. 14, 2011 A 32,200 0 0 $0
Chadwick Deluka Corporate Controller Jan. 12, 2010 A 8,500 0 0 $0
Tim Teske Corporate Controller Jan. 16, 2007 A 0 0 $0
Edmund W Staple Vice President-Gardner Bender Oct. 27, 2004 A 2,500 0 0 $0
George T Bowman Vice President of Enerpac Oct. 27, 2004 A 6,550 0 0 $0
Arthur Kerk VP-Eng. Soln. Europe Asia March 31, 2004 S 0 0 0 $0
Ralph Keller Vice President - Operations Oct. 21, 2003 A 0 0 $0
Mark E Goldstein VP-Gardner Bender Oct. 21, 2003 A 0 0 $0
Danny L Cunningham Director July 23, 2026 M 24,030 0 1 $-100,646
James E Ferland Jr Director July 23, 2026 M 99,681 0 1 $-100,646
Colleen Healy Director Feb. 6, 2026 A 12,632 0 0 $0
Sidney S. Simmons II Director Feb. 6, 2026 A 22,728 0 0 $0
Palmer J. Clarkson Director Feb. 6, 2026 A 38,146 0 0 $0
Richard D Holder Director Feb. 6, 2026 A 38,219 0 0 $0
Lynn C Minella Director Feb. 6, 2026 A 14,601 0 0 $0
Alfredo Altavilla Director Jan. 22, 2026 F 32,528 0 0 $0
Judy L Altmaier Director Oct. 17, 2025 A 23,996 0 0 $0
Alan R Hunter Jr Director Jan. 16, 2017 A 14,548 0 0 $0
Holly Van Deursen Director Jan. 16, 2017 A 21,573 0 0 $0
Robert A Peterson Director Jan. 16, 2017 A 18,226 0 0 $0
Gurminder S Bedi Director Jan. 16, 2017 A 15,548 0 0 $0
Dennis K Williams Director Jan. 16, 2017 A 20,548 0 0 $0
Robert C Arzbaecher Director Jan. 3, 2017 S 0 0 0 $0
Thomas J Fischer Director Dec. 27, 2016 M 17,373 0 0 $0

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

Activists & 5%+ owners 6 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
O. Mason Hawkins I.D. No. XXX-XX-XXXX ___________________________________________________________________ (2) ×2 filings March 21, 2018 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person June 19, 2002 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person Feb. 21, 2002 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person April 2, 2001 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person March 29, 2001 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person March 8, 2001 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 69 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
NBSM · Neuberger Berman ETF Trust 1.45% 97,697 NS May 31, 2026 N-PORT
CAFG · Pacer Funds Trust 0.62% 4,003 NS April 30, 2026 N-PORT
PSCI · Invesco Exchange-Traded Fund Trust … 0.58% 30,073 SH Aug. 8, 2026 Daily
XSHQ · Invesco Exchange-Traded Fund Trust … 0.37% 31,304 SH Aug. 8, 2026 Daily
FYC · First Trust Exchange-Traded AlphaDE… 0.21% 64,039 NS April 30, 2026 N-PORT
ESSC · Strategy Shares 0.19% 1,424 NS April 30, 2026 N-PORT
VUSE · ETF Series Solutions 0.19% 39,772 NS May 31, 2026 N-PORT
IJT · iShares Trust 0.13% 288,040 SH Aug. 8, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.12% 8,261 SH Aug. 8, 2026 Daily
XJR · iShares Trust 0.12% 6,072 SH Aug. 8, 2026 Daily
VIOG · VANGUARD ADMIRAL FUNDS 0.12% 36,811 SH Aug. 8, 2026 Daily
IWO · iShares Trust 0.12% 469,917 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.11% 55,950 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.11% 3,146,028 SH Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.10% 20,980 NS April 30, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.10% 13,654 SH Aug. 8, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.10% 180,261 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.09% 75,211 NS May 31, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.09% 26,060 NS May 31, 2026 N-PORT
IJS · iShares Trust 0.08% 182,682 SH Aug. 8, 2026 Daily
ESML · iShares Trust 0.08% 61,988 SH Aug. 8, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.08% 43,748 SH Aug. 8, 2026 Daily
SAA · ProShares Trust 0.08% 632 NS May 31, 2026 N-PORT
SMLF · iShares Trust 0.06% 68,794 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.06% 1,306,443 SH Aug. 8, 2026 Daily
ISCG · iShares Trust 0.06% 16,058 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.06% 299,999 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.06% 43,870 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.06% 22,995 NS April 30, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.05% 18,986 NS April 30, 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.05% 684,583 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.04% 2,501 NS May 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.04% 5,973 NS April 30, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.04% 23,897 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.04% 168,182 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.04% 253,616 NS May 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.03% 2,495 SH Aug. 8, 2026 Daily
FNDA · SCHWAB STRATEGIC TRUST 0.03% 83,266 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.03% 2,284 SH Aug. 8, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.03% 15,795 NS April 30, 2026 N-PORT
UWM · ProShares Trust 0.03% 1,956 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.02% 592,470 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.02% 1,183,278 SH Aug. 8, 2026 Daily
VIS · VANGUARD WORLD FUND 0.02% 62,655 SH Aug. 8, 2026 Daily
WSML · iShares Trust 0.02% 3,566 SH Aug. 8, 2026 Daily
URTY · ProShares Trust 0.02% 1,977 NS May 31, 2026 N-PORT
SMDX · Tidal Trust III 0.02% 666 NS April 30, 2026 N-PORT
JSTC · Tidal Trust I 0.02% 1,708 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.02% 1,829 NS April 30, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.01% 41,855 NS April 30, 2026 N-PORT