GNW Genworth Financial Inc Common Stock
About Genworth Financial Inc Common Stock Company overview from Wikipedia
Genworth Financial, headquartered in Richmond, Virginia, is an American financial services company. It provides life insurance, long-term care insurance, mortgage insurance, and annuities.
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Genworth Financial, headquartered in Richmond, Virginia, is an American financial services company. It provides life insurance, long-term care insurance, mortgage insurance, and annuities.
History
The firm was founded as The Life Insurance Company of Virginia in 1871, in Petersburg, Virginia. Within a decade, the company expanded beyond the south and moved its headquarters to Richmond.
Beginning with its first annuities business written in 1928, the company grew to offer products for mortgage insurance, lifestyle protection, and long-term care insurance.
In 1986, Life of Virginia was acquired by Combined Insurance for $557 million.
It became Aon in 1987. In 1996, Life of Virginia was acquired by GE Capital.
The company was incorporated as Genworth Financial, Inc. in 2003, and it became a public company via an initial public offering in 2004.
GE sold its remaining stake in the company in February 2006 for $2.8 billion.
In June 2006, the company agreed to buy AssetMark Investment Services for $230 million.
In 2007, another GE Capital insurance company, First Colony Life Insurance Company, merged with the company's life insurance division and became the surviving entity.
In May 2007, the company sold its employee benefits business to Sun Life Financial.
In July 2007, the company acquired Liberty Reverse Mortgage, a reverse mortgage company, for $50 million. It sold the company to Ocwen for $22 million in April 2013.
In September 2007, the company sold its wealth management unit to private equity firms Aquiline Capital Partners and Genstar Capital Management for $412.5 million.
In June 2009, Genworth MI Canada, its Canadian mortgage insurance subsidiary, completed an initial public offering on the Toronto Stock Exchange, raising $850 million.
In June 2011, the company sold Continental Life Insurance, which provided Medigap insurance policies, to Aetna for $290 million.
In September 2012, the company sold Genworth Financial Investment Services, its financial adviser unit, to Cetera Financial Group.
In December 2012, Thomas McInerney was named CEO of the company.
On April 1, 2013, Genworth announced the completion of a legal entity reorganization, creating a new holding company and separating the U.S. mortgage insurance subsidiaries.
In December 2015, the company sold Genworth Lifestyle Protection Insurance to Axa for €465 million.
In January 2016, Protective Life acquired parts of the company for $661 million.
In February 2016, the company suspended sales of annuities and life insurance, putting the existing books of business into runoff.
In June 2016, the company sold its term life insurance platform to Pacific Life.
In October 2016, China Oceanwide Holdings Group agreed to buy the company for $2.7 billion. However, in April 2021, Genworth terminated the acquisition due to China Oceanwide's inability to close the acquisition.
In May 2020, the company's Australian mortgage insurance division, now called Helia, lost its contract with National Australia Bank.
In October 2020, Genworth MI Canada was renamed to Sagen MI Canada. In April 2021, Brookfield Business Partners acquired all of the outstanding common shares of Sagen that it did not already own.
In September 2021, the company completed the initial public offering of Enact Holdings, its private mortgage insurance subsidiary.
Legal issues
Shareholder lawsuits
In March 2016, the company settled shareholder lawsuits for $219 million. The lawsuit alleged that Genworth and its management made false statements between October 30, 2013 and November 5, 2014 as the company had assured investors that the reserves it had set aside to cover long-term care claims were adequate. However the company had to take a $531 million charge to shore up its long-term care business, leading to a substantial drop in the price of Genworth's securities.
Life insurance premium increases
In October 2022, the company paid $25 million to policyholders to settle a class action lawsuit alleging that premium increases of 40% to 140% were excessive and unlawful.
MOVEit hack
On June 6, 2023, third-party vendor to Genworth, PBI Research Services, reported a vulnerability with their MOVEit Transfer software. The vulnerability resulted in a Russian-linked extortion group, named 'C|0p', gaining unlawful access to private data. Whilst PBI Research Services did report the vunlnerability, the company was criticised for not revealing the scope of the hack sooner. The software is used to track deaths of its member organisations so that payments can be issued to the relevant beneficiaries. Whilst a number of state and federal organisations were affected by the hack, between 2.5-2.7 million customers of Genworth Financial had their private data downloaded; including first and last name, date of birth and social security number. On June 22, 2023, Genworth filed a report with the Securities and Exchange Commission regarding the data breach.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
GNW Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
GNW Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| Oct. 8, 2008 | $0.1000 |
| July 9, 2008 | $0.1000 |
| April 9, 2008 | $0.1000 |
| Jan. 9, 2008 | $0.1000 |
| Oct. 10, 2007 | $0.1000 |
| July 10, 2007 | $0.0900 |
| April 10, 2007 | $0.0900 |
| Jan. 10, 2007 | $0.0900 |
| Oct. 10, 2006 | $0.0900 |
| July 10, 2006 | $0.0750 |
| April 10, 2006 | $0.0750 |
| Jan. 10, 2006 | $0.0750 |
| Oct. 7, 2005 | $0.0750 |
| July 8, 2005 | $0.0650 |
| April 8, 2005 | $0.0650 |
| Jan. 10, 2005 | $0.0650 |
| Oct. 7, 2004 | $0.0650 |
GNW Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 1 16.7%
- Buy 3 50.0%
- Hold 2 33.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
1 analysts · 2026-08-19Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.12 | $0.18 | -0.06% |
| March 31, 2026 | $0.12 | $0.20 | -0.08% |
| Dec. 31, 2025 | $0.01 | $0.06 | -0.06% |
| Sept. 30, 2025 | $0.28 | $0.05 | 0.23% |
| June 30, 2025 | $0.12 | $0.11 | 0.01% |
| March 31, 2025 | $0.13 | $0.21 | -0.08% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| GNW | $3.54B | 16.7 | 0.08% | 3.0% | 2.6% | — |
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | — |
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | — |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | — |
| FG | $4.18B | 16.4 | -0.23% | 4.6% | 6.0% | — |
| BHF | — | — | — | — | — | — |
| MET | $51.73B | 16.8 | 8.6% | 4.4% | 12.1% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.30B | $7.29B | $7.49B | $7.50B | $7.82B | · | $7.71B | $7.90B | $7.51B | $8.37B | $8.55B | |
| SG&A Expense | $1.01B | $977M | $942M | $1.28B | $998M | · | $909M | $943M | $957M | $1.27B | $1.31B | |
| Operating Income | · | · | $41M | $818M | $474M | · | $355M | $-5M | $530M | $-316M | $255M | |
| Interest Expense | $105M | $115M | $118M | $106M | $160M | · | $231M | $256M | $266M | $337M | $419M | |
| Pretax Income | $433M | $595M | $303M | $1.36B | $1.11B | · | $521M | $137M | $127M | $320M | $-15M | |
| Income Tax | $84M | $158M | $104M | $319M | $248M | · | $139M | $70M | $-406M | $358M | $-9M | |
| Net Income | $223M | $299M | $76M | $916M | $850M | · | $343M | $119M | $817M | $-277M | $-615M | |
| EPS (Basic) | $0.54 | $0.69 | $0.16 | $1.82 | $1.68 | · | $0.68 | $0.24 | $1.64 | $-0.56 | $-1.24 | |
| EPS (Diluted) | $0.54 | $0.68 | $0.16 | $1.79 | $1.65 | · | $0.67 | $0.24 | $1.63 | $-0.56 | $-1.24 | |
| Shares (Basic) | 409,000,000 | 433,900,000 | 468,800,000 | 504,400,000 | 506,900,000 | · | 502,900,000 | 500,400,000 | 499,000,000 | 498,300,000 | 497,400,000 | |
| Shares (Diluted) | 414,000,000 | 439,400,000 | 474,900,000 | 510,900,000 | 514,700,000 | · | 509,700,000 | 500,400,000 | 501,400,000 | 498,300,000 | 497,400,000 | |
| EBITDA | $231M | $249M | $305M | $940M | $1.14B | · | · | · | · | · | $255M |
Balance Sheet 15
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | $2.88B | $2.78B | $5.96B | |
| Goodwill | · | · | · | · | · | · | · | · | · | $14M | $14M | |
| Intangibles | · | $197M | $198M | $203M | $143M | $271M | · | · | · | · | · | |
| Total Assets | $88.08B | $86.82B | $90.82B | $89.71B | $99.17B | $122.35B | $101.34B | $100.92B | $105.30B | $104.66B | $106.43B | |
| Deferred Tax | · | · | · | · | · | · | · | $24M | $27M | $53M | $24M | |
| Total Liabilities | $78.32B | $77.44B | $82.48B | $81.33B | $82.91B | $120.27B | $86.71B | $86.73B | $89.97B | $90.19B | $91.79B | |
| Long-term Debt | $1.51B | $1.52B | $1.58B | $1.61B | $1.90B | $3.40B | $3.28B | $3.71B | $4.22B | $4.18B | $4.57B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | · | · | · | · | · | · | $11.99B | $11.99B | $11.98B | $11.96B | $11.95B | |
| Retained Earnings | $1.68B | $1.46B | $1.21B | $1.14B | $2.49B | $-626M | $1.46B | $1.12B | $1.11B | $287M | $564M | |
| Treasury Stock | $3.50B | $3.25B | $3.06B | $2.76B | $2.70B | $2.70B | $2.70B | $2.70B | $2.70B | $2.70B | $2.70B | |
| AOCI | $-1.32B | $-1.64B | $-2.56B | $-2.61B | $-5.86B | $-7.11B | $3.43B | $2.04B | $3.03B | $3.09B | $3.01B | |
| Stockholders' Equity | $8.75B | $8.44B | $7.48B | $7.63B | $15.51B | $1.57B | $14.19B | $12.45B | $13.42B | $12.64B | $12.82B | |
| Liabilities + Equity | $88.08B | $86.82B | $90.82B | $89.71B | $99.17B | $122.35B | $101.34B | $100.92B | $105.30B | $104.66B | $106.43B | |
| Shares Outstanding | 391,836,579 | 421,419,484 | 446,823,204 | 495,446,960 | 508,000,000 | · | 504,000,000 | 501,000,000 | 499,000,000 | 498,000,000 | 498,000,000 |
Cash Flow 15
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $231M | $249M | $264M | $326M | $384M | · | $408M | $348M | $392M | $498M | $966M | |
| Stock-based Comp | $58M | $51M | $49M | $37M | $40M | · | $26M | $35M | $31M | $32M | $16M | |
| Deferred Tax | $-55M | $-103M | $48M | $315M | $275M | · | $119M | $28M | $-427M | $145M | $-196M | |
| Amort. of Intangibles | · | · | $34M | $38M | $47M | · | $44M | $72M | $91M | $17M | $64M | |
| Restructuring | · | · | $4M | $2M | $34M | · | $4M | $2M | $1M | $22M | $8M | |
| Other Non-cash | $-130M | $-408M | $160M | $-139M | $-1.17B | · | · | · | · | · | · | |
| Operating Cash Flow | $327M | $88M | $597M | $1.05B | $437M | · | $2.08B | $1.63B | $2.55B | $1.87B | $1.59B | |
| Investing Cash Flow | $518M | $861M | $1.26B | $733M | $896M | · | $1.30B | $-622M | $-759M | $-2.12B | $-404M | |
| Debt Issued | $0 | $750M | $0 | $0 | $0 | · | $0 | $441M | $0 | $0 | $150M | |
| Net Debt Issued | $-7M | $-74M | $-32M | $-297M | $-1.54B | · | · | · | · | · | $150M | |
| Stock Repurchased | $247M | $189M | $296M | $64M | $0 | · | · | · | · | · | · | |
| Net Stock Activity | $-247M | $-189M | $-296M | $-64M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-857M | $-1.11B | $-1.44B | $-1.55B | $-2.42B | · | $-2.22B | $-1.62B | $-1.77B | $-2.95B | $-42M | |
| Net Change in Cash | $-12M | $-167M | $416M | $228M | $-1.08B | · | $1.16B | $-698M | $91M | $-3.21B | $1.07B | |
| Taxes Paid | $168M | $248M | $10M | $5M | $7M | · | $1M | $33M | $46M | $203M | $153M |
Profitability 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | 0.55% | 8.4% | 9.8% | · | · | · | · | · | 3.0% | |
| Net Margin | 3.0% | 4.1% | 1.0% | 8.1% | 11.5% | · | · | · | · | · | -7.2% | |
| Pretax Margin | 5.9% | 8.2% | 4.0% | 13.0% | 15.1% | · | · | · | · | · | -0.18% | |
| EBITDA Margin | 3.2% | 3.4% | 4.1% | 12.5% | 14.6% | · | · | · | · | · | 3.0% | |
| ROA | 0.25% | 0.34% | 0.08% | 0.66% | 0.82% | · | · | · | · | · | -0.56% | |
| ROE | 2.6% | 3.7% | 1.0% | 4.8% | 10.6% | · | · | · | · | · | -4.4% | |
| ROIC | · | · | 0.36% | 4.8% | 3.8% | · | · | · | · | · | 0.80% |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | 0.3 | 6.0 | 4.8 | · | · | · | · | · | 0.6 |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | · | · | · | · | 0.1 |
Growth Rates 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.08% | -2.6% | -0.09% | -4.2% | -5.6% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.87% | -2.3% | -3.3% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -2.5% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -20.6% | 325.0% | -91.1% | 8.5% | 371.4% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -32.9% | -25.6% | -23.0% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.1% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -25.4% | 293.4% | -91.7% | 7.8% | 377.5% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -37.6% | -29.4% | -24.7% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 4.6% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.30B | $7.29B | $7.49B | $7.50B | $7.82B | · | $7.71B | $7.90B | $7.51B | $8.37B | $8.55B | |
| Net Income TTM | $223M | $299M | $76M | $916M | $850M | · | $343M | $119M | $817M | $-277M | $-615M | |
| Market Cap | $3.54B | $2.95B | $2.98B | $2.62B | $2.06B | · | · | · | · | · | $1.86B | |
| P/E | 16.7 | 10.3 | 41.8 | 3.0 | 2.5 | · | 6.6 | 19.4 | 1.9 | -6.8 | -3.0 | |
| P/S | 0.5 | 0.4 | 0.4 | 0.3 | 0.3 | · | · | · | · | · | 0.2 | |
| P/B | 0.4 | 0.3 | 0.4 | 0.3 | 0.1 | · | · | · | · | · | 0.1 | |
| P / Tangible Book | 0.4 | 0.4 | 0.4 | 0.4 | 0.1 | · | · | · | · | · | · | |
| P / Cash Flow | 10.8 | 33.5 | 5.0 | 2.5 | 4.7 | · | · | · | · | · | 1.2 | |
| Earnings Yield | 6.0% | 9.7% | 2.4% | 33.8% | 40.7% | · | 15.2% | 5.1% | 52.4% | -14.7% | -33.2% |
Income Statement 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.90B | $1.78B | $1.78B | $1.94B | $1.80B | $1.79B | $1.78B | $1.88B | $1.77B | $1.86B | $1.91B | $1.83B | $1.89B | $1.85B | $1.87B | $1.85B | |
| SG&A Expense | $268M | $213M | $265M | $259M | $249M | $236M | $253M | $259M | $229M | $236M | $248M | $228M | $226M | $240M | $225M | $245M | |
| Operating Income | · | · | · | · | $68M | $51M | · | $48M | $125M | $85M | · | $42M | $85M | $144M | · | $158M | |
| Interest Expense | $26M | $25M | $26M | $27M | $26M | $26M | $27M | $28M | $30M | $30M | $30M | $30M | $29M | $29M | $28M | $26M | |
| Pretax Income | $109M | $111M | $18M | $164M | $125M | $126M | $55M | $161M | $143M | $236M | $-217M | $90M | $221M | $209M | $529M | $220M | |
| Income Tax | $26M | $31M | $4M | $9M | $35M | $36M | $20M | $40M | $32M | $66M | $-36M | $30M | $55M | $55M | $119M | $54M | |
| Net Income | $47M | $47M | $2M | $116M | $51M | $54M | $-1M | $85M | $76M | $139M | $-212M | $29M | $137M | $122M | $381M | $136M | |
| EPS (Basic) | $0.12 | $0.12 | $0.00 | $0.29 | $0.12 | $0.13 | $0.01 | $0.20 | $0.17 | $0.31 | $-0.44 | $0.06 | $0.29 | $0.25 | $0.77 | $0.27 | |
| EPS (Diluted) | $0.12 | $0.12 | $0.01 | $0.28 | $0.12 | $0.13 | $0.01 | $0.19 | $0.17 | $0.31 | $-0.43 | $0.06 | $0.29 | $0.24 | $0.75 | $0.27 | |
| Shares (Basic) | 381,300,000 | 388,100,000 | -830,500,000 | 408,000,000 | 413,200,000 | 418,300,000 | -876,300,000 | 430,800,000 | 436,400,000 | 443,000,000 | -957,200,000 | 460,500,000 | 473,200,000 | 492,300,000 | -1,016,600,000 | 503,800,000 | |
| Shares (Diluted) | 386,300,000 | 393,700,000 | -839,700,000 | 413,300,000 | 417,500,000 | 422,900,000 | -887,400,000 | 435,800,000 | 440,700,000 | 450,300,000 | -969,300,000 | 466,000,000 | 478,100,000 | 500,100,000 | -1,029,900,000 | 509,300,000 | |
| EBITDA | · | $55M | · | · | $68M | $111M | · | $48M | $125M | $150M | · | $42M | $85M | $156M | · | $159M |
Balance Sheet 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Intangibles | · | · | · | $184M | $185M | $193M | · | $197M | $197M | $197M | · | $199M | $201M | $203M | · | $237M | |
| Total Assets | $87.36B | $86.77B | $88.08B | $88.49B | $87.34B | $87.26B | $86.82B | $90.76B | $87.54B | $89.19B | · | $85.47B | $89.84B | $91.18B | · | $85.94B | |
| Total Liabilities | $77.60B | $76.93B | $78.32B | $78.67B | $77.56B | $77.58B | $77.44B | $81.50B | $78.19B | $80.31B | · | $76.59B | $81.58B | $82.95B | · | $75.89B | |
| Long-term Debt | $1.50B | $1.51B | $1.51B | $1.52B | $1.52B | $1.52B | $1.52B | $1.55B | $1.56B | $1.58B | · | $1.60B | $1.60B | $1.60B | · | $1.62B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $1.78B | $1.73B | $1.68B | $1.73B | $1.61B | $1.56B | $1.46B | $1.51B | $1.43B | $1.35B | · | $1.43B | $1.40B | $1.26B | · | $2.92B | |
| Treasury Stock | $3.63B | $3.57B | $3.50B | $3.40B | $3.33B | $3.30B | $3.25B | $3.20B | $3.16B | $3.13B | · | $3.03B | $2.95B | $2.83B | · | $2.73B | |
| AOCI | $-1.31B | $-1.22B | $-1.32B | $-1.40B | $-1.37B | $-1.42B | $-1.64B | $-1.87B | $-1.69B | $-2.09B | · | $-2.22B | $-2.86B | $-2.86B | $-2.61B | $-2.77B | |
| Stockholders' Equity | $8.73B | $8.81B | $8.75B | $8.81B | $8.79B | $8.71B | $8.44B | $8.31B | $8.46B | $8.01B | · | $8.06B | $7.46B | $7.43B | · | $9.29B | |
| Liabilities + Equity | $87.36B | $86.77B | $88.08B | $88.49B | $87.34B | $87.26B | $86.82B | $90.76B | $87.54B | $89.19B | · | $85.47B | $89.84B | $91.18B | · | $85.94B | |
| Shares Outstanding | 378,357,289 | 385,207,174 | 391,836,579 | 402,682,970 | 411,692,847 | 415,879,361 | 421,419,484 | 428,434,170 | 434,010,505 | 439,599,677 | · | 452,722,552 | 467,000,000 | 487,000,000 | · | 503,000,000 |
Cash Flow 14
| 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 | $54M | $55M | $57M | $57M | $57M | $60M | $62M | $62M | $60M | $65M | $63M | $65M | $64M | $72M | $74M | $76M | |
| Stock-based Comp | $20M | $15M | $16M | $17M | $14M | $11M | $14M | $12M | $11M | $14M | $12M | $12M | $10M | $15M | $8M | $9M | |
| Deferred Tax | $-19M | $23M | $-26M | $-9M | $-22M | $2M | $-46M | $-7M | $-49M | $-1M | $-87M | $28M | $70M | $53M | $115M | $72M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | $9M | $8M | $9M | · | $9M | |
| Restructuring | · | · | · | · | · | · | · | $0 | $4M | $7M | · | $0 | $1M | $3M | · | $0 | |
| Other Non-cash | · | $-49M | · | · | · | $-93M | · | · | · | $-324M | · | · | · | $-169M | · | · | |
| Operating Cash Flow | $52M | $91M | $200M | $87M | $6M | $34M | $27M | $161M | $7M | $-107M | $147M | $175M | $258M | $17M | $404M | $308M | |
| Investing Cash Flow | $-172M | $-5M | $50M | $308M | $174M | $-14M | $220M | $240M | $258M | $143M | $348M | $-4M | $553M | $364M | $281M | $-83M | |
| Debt Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | |
| Net Debt Issued | · | $-5M | · | · | · | $0 | · | · | · | $-6M | · | · | · | $-11M | · | · | |
| Stock Repurchased | $63M | $67M | $96M | $74M | $32M | $45M | $54M | $36M | $36M | $63M | $35M | $80M | $113M | $68M | $30M | $19M | |
| Net Stock Activity | · | $-67M | · | · | · | $-45M | · | · | · | $-63M | · | · | · | $-68M | · | · | |
| Financing Cash Flow | $-14M | $-2M | $-250M | $-156M | $-274M | $-177M | $-255M | $-276M | $-285M | $-299M | $-273M | $-352M | $-390M | $-428M | $-447M | $-388M | |
| Net Change in Cash | $-134M | $84M | $0 | $239M | $-94M | $-157M | $-9M | $125M | $-20M | $-263M | $222M | $-180M | $421M | $-47M | $238M | $-163M |
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 | · | · | · | · | 3.8% | 2.9% | · | 2.5% | 7.1% | 4.6% | · | 2.3% | 4.5% | 4.5% | · | 8.6% | |
| Net Margin | 2.5% | 2.6% | · | 6.0% | 2.8% | 3.0% | · | 4.5% | 4.3% | 7.5% | · | 1.6% | 7.2% | 3.3% | · | 5.7% | |
| Pretax Margin | 5.7% | 6.2% | · | 8.5% | 7.0% | 7.0% | · | 8.6% | 8.1% | 12.7% | · | 4.9% | 11.7% | 7.2% | · | 10.1% | |
| EBITDA Margin | · | 3.1% | · | · | 3.8% | 6.2% | · | 2.5% | 7.1% | 8.1% | · | 2.3% | 4.5% | 8.4% | · | 8.6% | |
| ROA | 0.05% | 0.05% | · | 0.13% | 0.06% | 0.06% | · | 0.10% | 0.09% | 0.15% | · | 0.03% | 0.15% | 0.07% | · | 0.11% | |
| ROE | 0.54% | 0.54% | · | 1.4% | 0.59% | 0.65% | · | 1.0% | 0.95% | 1.8% | · | 0.33% | 1.4% | 0.57% | · | 0.85% | |
| ROIC | · | · | · | · | 0.56% | 0.42% | · | 0.43% | 1.1% | 0.76% | · | 0.35% | 0.86% | 0.80% | · | 1.2% |
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 | · | · | · | · | 2.6 | 2.0 | · | 1.7 | 4.2 | 2.8 | · | 1.4 | 2.9 | 2.9 | · | 6.1 |
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) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.41B | $7.29B | · | $7.40B | $7.23B | $7.30B | · | $7.42B | $7.38B | $7.50B | · | $7.44B | $7.46B | $7.46B | · | $7.36B | |
| Net Income TTM | $261M | $268M | · | $306M | $266M | $354M | · | $88M | $32M | $93M | · | $669M | $776M | $798M | · | $698M | |
| Market Cap | $3.58B | $3.13B | · | $3.58B | $3.20B | $2.95B | · | $2.93B | $2.62B | $2.83B | · | $2.65B | $2.33B | $2.44B | · | $1.76B | |
| P/E | 14.8 | 12.5 | · | 12.4 | 12.8 | 8.9 | · | 34.2 | 86.3 | 33.8 | · | 4.3 | 3.2 | 3.2 | · | 2.6 | |
| P/S | 0.5 | 0.4 | · | 0.5 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.3 | · | 0.2 | |
| P/B | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.3 | 0.4 | · | 0.3 | 0.3 | 0.3 | · | 0.2 | |
| P / Tangible Book | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.3 | 0.4 | · | 0.3 | 0.3 | 0.3 | · | 0.2 | |
| P / Cash Flow | · | 34.4 | · | · | · | 86.7 | · | · | · | -26.4 | · | · | · | 143.8 | · | · | |
| Earnings Yield | 6.8% | 8.0% | · | 8.1% | 7.8% | 11.3% | · | 2.9% | 1.2% | 2.9% | · | 23.0% | 31.2% | 31.5% | · | 38.9% |
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 | $7.30B | $7.29B | $7.49B | $7.50B | $7.82B |
| Operating Margin % | — | — | 0.55% | 8.4% | 9.8% |
| Net Income | $223M | $299M | $76M | $916M | $850M |
| Diluted EPS | $0.54 | $0.68 | $0.16 | $1.79 | $1.65 |
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Institutional owners (13F) 402 filers · $2.5B 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 |
|---|---|---|---|---|
| 54 (-4 vs prior Q) | 40 (-1 vs prior Q) | 122 (+12 vs prior Q) | 116 (-13 vs prior Q) | +36.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $367,453,365 | 40,692,510 | 14.71% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $233,064,570 | 24,610,832 | 9.33% | Shares |
| DONALD SMITH & CO., INC. | $212,906,349 | 22,482,191 | 8.52% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $210,252,239 | 22,201,926 | 8.42% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $157,256,765 | 16,605,783 | 6.30% | Shares |
| STATE STREET CORP | $156,713,547 | 16,548,421 | 6.27% | Shares |
| River Road Asset Management, LLC | $137,049,982 | 14,472,015 | 5.49% | Shares |
| AMERICAN CENTURY COMPANIES INC | $109,289,501 | 11,540,602 | 4.38% | Shares |
| FMR LLC | $84,658,315 | 8,939,632 | 3.39% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $83,392,407 | 8,804,394 | 3.34% | Shares |
| CITADEL ADVISORS LLC | $51,306,405 | 5,417,783 | 2.05% | Shares |
| GENDELL JEFFREY L | $50,723,820 | 5,356,264 | 2.03% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $44,285,925 | 4,676,444 | 1.77% | Shares |
| D. E. Shaw & Co., Inc. | $38,055,091 | 4,018,489 | 1.52% | Shares |
| Whitefort Capital Management, LP | $29,643,950 | 3,130,301 | 1.19% | Shares |
| Qube Research & Technologies Ltd | $27,103,471 | 2,862,035 | 1.09% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $23,960,123 | 2,530,108 | 0.96% | Shares |
| Man Group plc | $21,950,200 | 2,317,867 | 0.88% | Shares |
| PRUDENTIAL FINANCIAL INC | $13,568,625 | 1,432,801 | 0.54% | Shares |
| Public Sector Pension Investment Board | $12,460,654 | 1,315,803 | 0.50% | Shares |
| Assenagon Asset Management S.A. | $12,387,650 | 1,308,094 | 0.50% | Shares |
| Bank of New York Mellon Corp | $12,312,515 | 1,300,160 | 0.49% | Shares |
| GOLDMAN SACHS GROUP INC | $12,152,463 | 1,283,259 | 0.49% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $12,074,582 | 1,275,035 | 0.48% | Shares |
| Alta Fundamental Advisers LLC | $11,458,586 | 1,209,988 | 0.46% | Shares |
| Trexquant Investment LP | $11,237,661 | 1,186,659 | 0.45% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $10,516,435 | 1,110,500 | 0.42% | Shares |
| NORGES BANK | $9,855,865 | 1,040,746 | 0.39% | Shares |
| FRANKLIN RESOURCES INC | $9,829,197 | 1,037,930 | 0.39% | Shares |
| BANK OF AMERICA CORP /DE/ | $9,355,830 | 987,944 | 0.37% | Shares |
| Brandywine Global Investment Management, LLC | $9,084,722 | 1,006,060 | 0.36% | Shares |
| RHUMBLINE ADVISERS | $9,035,634 | 954,135 | 0.36% | Shares |
| Shay Capital LLC | $8,807,100 | 930,000 | 0.35% | Shares |
| TWO SIGMA INVESTMENTS, LP | $8,570,104 | 904,974 | 0.34% | Shares |
| Newport Trust Company, LLC | $8,468,112 | 894,204 | 0.34% | Shares |
| RAYMOND JAMES FINANCIAL INC | $8,257,367 | 871,950 | 0.33% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $7,928,293 | 837,201 | 0.32% | Shares |
| ALLIANCEBERNSTEIN L.P. | $7,494,955 | 923,024 | 0.30% | Shares |
| Swiss National Bank | $7,359,004 | 777,086 | 0.29% | Shares |
| VALUEWORKS LLC | $6,824,982 | 720,695 | 0.27% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $6,824,441 | 720,638 | 0.27% | Shares |
| Bracebridge Capital, LLC | $6,765,254 | 714,388 | 0.27% | Shares |
| AMERIPRISE FINANCIAL INC | $6,589,377 | 695,816 | 0.26% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $6,359,124 | 671,502 | 0.25% | Shares |
| Squarepoint Ops LLC | $5,919,593 | 625,089 | 0.24% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5,894,772 | 622,468 | 0.24% | Shares |
| Legal & General Group Plc | $5,557,858 | 586,891 | 0.22% | Shares |
| Schonfeld Strategic Advisors LLC | $5,427,454 | 573,121 | 0.22% | Shares |
| Arbiter Partners Capital Management LLC | $5,114,974 | 540,124 | 0.20% | Shares |
| FIFTH THIRD BANCORP | $5,061,184 | 534,444 | 0.20% | Shares |
| Point72 Asset Management, L.P. | $5,004,904 | 528,501 | 0.20% | Shares |
| AREX Capital Management, LP | $4,186,802 | 515,616 | 0.17% | Shares |
| EJF Capital LP | $4,053,160 | 428,000 | 0.16% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3,911,233 | 481,679 | 0.16% | Shares |
| Susquehanna Portfolio Strategies, LLC | $3,732,724 | 394,163 | 0.15% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3,715,081 | 392,300 | 0.15% | Call option |
| BlackRock, Inc. | $3,685,213 | 389,146 | 0.15% | Shares |
| XTX Topco Ltd | $3,659,966 | 386,480 | 0.15% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $3,472,668 | 366,702 | 0.14% | Shares |
| FIRST TRUST ADVISORS LP | $3,286,639 | 347,058 | 0.13% | Shares |
| WELLS FARGO & COMPANY/MN | $3,173,672 | 335,129 | 0.13% | Shares |
| Allianz Asset Management GmbH | $3,156,512 | 333,317 | 0.13% | Shares |
| CAXTON ASSOCIATES LP | $2,736,725 | 391,520 | 0.11% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $2,709,990 | 286,166 | 0.11% | Shares |
| TWO SIGMA ADVISERS, LP | $2,681,007 | 296,900 | 0.11% | Shares |
| PRELUDE CAPITAL MANAGEMENT, LLC | $2,666,155 | 281,537 | 0.11% | Shares |
| SEI INVESTMENTS CO | $2,595,270 | 274,052 | 0.10% | Shares |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2,487,135 | 262,633 | 0.10% | Shares |
| CAXTON ASSOCIATES LLP | $2,411,034 | 254,597 | 0.10% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $2,384,432 | 251,788 | 0.10% | Shares |
| Eaton Financial Holdings Company, LLC | $2,383,694 | 251,710 | 0.10% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2,189,795 | 231,235 | 0.09% | Shares |
| Verition Fund Management LLC | $2,172,030 | 229,359 | 0.09% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,163,526 | 228,461 | 0.09% | Shares |
| MetLife Investment Management, LLC | $2,127,123 | 224,617 | 0.09% | Shares |
| Engineers Gate Manager LP | $1,982,601 | 209,356 | 0.08% | Shares |
| INTECH INVESTMENT MANAGEMENT LLC | $1,973,350 | 208,379 | 0.08% | Shares |
| Illinois Municipal Retirement Fund | $1,907,267 | 201,401 | 0.08% | Shares |
| Quantinno Capital Management LP | $1,892,845 | 199,878 | 0.08% | Shares |
| LPL Financial LLC | $1,869,231 | 197,385 | 0.07% | Shares |
| AlphaQuest LLC | $1,803,490 | 199,722 | 0.07% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1,762,452 | 186,109 | 0.07% | Shares |
| Gator Capital Management, LLC | $1,747,925 | 184,575 | 0.07% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1,683,643 | 177,787 | 0.07% | Shares |
| State of New Jersey Common Pension Fund D | $1,651,795 | 174,424 | 0.07% | Shares |
| Louisiana State Employees Retirement System | $1,590,013 | 167,900 | 0.06% | Shares |
| CITADEL ADVISORS LLC | $1,588,119 | 167,700 | 0.06% | Call option |
| JANUS HENDERSON GROUP PLC | $1,567,088 | 193,110 | 0.06% | Shares |
| HSBC HOLDINGS PLC | $1,549,699 | 161,764 | 0.06% | Shares |
| JPMORGAN CHASE & CO | $1,525,085 | 160,198 | 0.06% | Shares |
| RBF Capital, LLC | $1,496,260 | 158,000 | 0.06% | Shares |
| Invesco Ltd. | $1,463,958 | 154,589 | 0.06% | Shares |
| DARK FOREST CAPITAL MANAGEMENT LP | $1,447,404 | 152,841 | 0.06% | Shares |
| Graham Capital Management, L.P. | $1,371,256 | 144,800 | 0.05% | Shares |
| Vanguard Global Advisers, LLC | $1,357,780 | 143,377 | 0.05% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1,305,979 | 137,907 | 0.05% | Shares |
| Cubist Systematic Strategies, LLC | $1,292,146 | 145,185 | 0.05% | Shares |
| Y-Intercept (Hong Kong) Ltd | $1,274,283 | 134,560 | 0.05% | Shares |
| Diametric Capital, LP | $1,248,619 | 131,850 | 0.05% | Shares |
| JANE STREET GROUP, LLC | $1,188,485 | 125,500 | 0.05% | Call option |
Company insiders 68 insiders · 40 officers · 24 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Samir B. Shah | Pres. & CEO, CareScout | July 13, 2026 M | 123,759 | 0 | 0 | $0 |
| Andrea Lynn White | Pres. & CEO, CareScout Ins. | March 3, 2025 F | 668,255 | 0 | 0 | $0 |
| Jamala M. Arland | Pres. & CEO, U.S. Life Ins. | Feb. 26, 2025 A | 40,907 | 0 | 0 | $0 |
| Rohit Gupta | President & CEO, Enact | March 25, 2024 M | 881,036 | 0 | 0 | $0 |
| Michael D Fraizer | Chairman, President & CEO | Feb. 14, 2012 A | 0 | 0 | 0 | $0 |
| George Robert Zippel | President & CEO, Protection | Sept. 12, 2006 M | 49,626 | 0 | 0 | $0 |
| Jerome T Upton | EVP & Chief Financial Officer | March 3, 2025 F | 427,988 | 0 | 0 | $0 |
| Daniel J Sheehan IV | EVP, CFO & CIO | Feb. 17, 2023 M | 852,560 | 0 | 0 | $0 |
| Kelly L Tuminelli | EVP & Chief Financial Officer | May 15, 2020 M | 543,690 | 0 | 0 | $0 |
| Martin P Klein | EVP & Chief Financial Officer | Aug. 7, 2015 P | 94,149 | 0 | 0 | $0 |
| Richard P Mckenney | SVP & Chief Financial Officer | Aug. 9, 2006 A | 30,251 | 0 | 0 | $0 |
| Kevin Douglas Schneider | EVP & Chief Operating Officer | May 15, 2020 M | 1,033,055 | 0 | 0 | $0 |
| Mark Blakeley Hodges | EVP and Chief Risk Officer | March 3, 2025 F | 96,216 | 0 | 0 | $0 |
| Melissa Hagerman | EVP and Chief HR Officer | March 3, 2025 F | 137,084 | 0 | 0 | $0 |
| Gregory S. Karawan | EVP and General Counsel | March 3, 2025 F | 342,000 | 0 | 0 | $0 |
| Darren W. Woodell | VP and Controller | Feb. 26, 2025 A | — | 0 | 0 | $0 |
| Kelly A Saltzgaber | EVP & Chief Investment Officer | Feb. 26, 2025 A | 52,575 | 0 | 0 | $0 |
| Brian Haendiges | EVP-U.S. Life Insurance | March 24, 2023 M | 108,899 | 0 | 0 | $0 |
| Ward E. Bobitz | EVP and General Counsel | May 27, 2021 S | 271,832 | 0 | 0 | $0 |
| Pamela M Harrison | EVP - Human Resources | May 14, 2021 M | 58,516 | 0 | 0 | $0 |
| Lori M Evangel | EVP & Chief Risk Officer | May 16, 2019 A | 224,825 | 0 | 0 | $0 |
| Matthew D Farney | Vice President and Controller | March 20, 2019 M | 6,700 | 0 | 0 | $0 |
| Michael S Laming | EVP - Human Resources | March 15, 2017 A | 86,880 | 0 | 0 | $0 |
| Scott J Mckay | EVP- Chief Strategy Officer | Feb. 25, 2017 M | 82,107 | 0 | 0 | $0 |
| Leon E Roday | EVP, Gen. Counsel & Secretary | Feb. 20, 2014 A | 32,526 | 0 | 0 | $0 |
| James Boyle | EVP - Genworth | Feb. 3, 2014 A | — | 0 | 0 | $0 |
| Patrick Brian Kelleher | EVP - Genworth | Nov. 1, 2013 M | 137,226 | 0 | 0 | $0 |
| Michel Gilles Perreault | SVP - Chief Risk Officer | Aug. 6, 2013 M | 42,617 | 0 | 0 | $0 |
| Ronald Peter Joelson | SVP - Chief Investment Officer | March 1, 2012 S | 43,333 | 0 | 0 | $0 |
| Amy Renee Corbin | Vice President and Controller | Feb. 14, 2012 A | 2,050 | 0 | 0 | $0 |
| Pamela S Schutz | EXECUTIVE VICE PRES - GENWORTH | July 31, 2010 M | 89,530 | 0 | 0 | $0 |
| Cheryl Calloway Whaley | SVP-CAPITAL MKTS & GROWTH VEN | Dec. 2, 2008 M | 1,655 | 0 | 0 | $0 |
| Victor C Moses | SVP - Actuarial & Risk | July 20, 2008 M | 13,697 | 0 | 0 | $0 |
| Jean Peters | SVP - STRAT ANAYLSIS & PLAN | July 20, 2008 M | 26,378 | 0 | 0 | $0 |
| Samuel Dominic Marsico | SVP - Chief Risk Officer | Feb. 13, 2008 A | 10,576 | 0 | 0 | $0 |
| Mark Griffin | SVP - Chief Investment Officer | Feb. 13, 2008 A | 32,206 | 0 | 0 | $0 |
| Scott R Lindquist | Vice President and Controller | Nov. 2, 2007 P | 700 | 0 | 0 | $0 |
| Jamie S Miller | VP and Controller | July 20, 2005 A | — | 0 | 0 | $0 |
| Kenneth Rone Baldwin | SVP - Employee Benefits Group | July 20, 2005 A | 20,101 | 0 | 0 | $0 |
| William R Wright Jr | Sr VP - Chief Invstmnt Officer | Jan. 28, 2005 P | 2,010 | 0 | 0 | $0 |
| Melina E Higgins | Director | May 20, 2026 A | 163,729 | 0 | 0 | $0 |
| Ramsey D. Smith | Director | May 22, 2025 A | 74,391 | 0 | 0 | $0 |
| Howard D. Mills III | Director | May 22, 2025 A | 74,391 | 0 | 0 | $0 |
| Karen Elizabeth Dyson | Director | May 22, 2025 A | 74,391 | 0 | 0 | $0 |
| Kent G Conrad | Director | May 22, 2025 A | 74,391 | 0 | 0 | $0 |
| Steven C. Van Wyk | Director | May 22, 2025 A | 45,576 | 0 | 0 | $0 |
| Elaine A Sarsynski | Director | May 22, 2025 A | 132,899 | 0 | 0 | $0 |
| Jill R Goodman | Director | May 22, 2025 A | 74,391 | 0 | 0 | $0 |
| Debra J Perry | Director | March 31, 2022 A | — | 0 | 0 | $0 |
| James S Riepe | Director | March 31, 2021 A | 68,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Highfields Capital Management LP, Highfields GP LLC, Highfields Associates LLC, Jonathon S. Jacobson, Highfields Capital I LP, Highfields Capital II LP, Highfields Capital III L.P. | June 28, 2012 | — | 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 77 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 |
|---|---|---|---|---|
| XSVM · Invesco Exchange-Traded Fund Trust | 1.45% | 998,489 SH | Aug. 8, 2026 | Daily |
| RZV · Invesco Exchange-Traded Fund Trust | 0.90% | 284,978 SH | Aug. 8, 2026 | Daily |
| MYLD · Cambria ETF Trust | 0.88% | 29,446 NS | April 30, 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.81% | 22,675 SH | Aug. 8, 2026 | Daily |
| HAPS · Harbor ETF Trust | 0.66% | 118,907 NS | April 30, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.46% | 1,006,611 SH | Aug. 8, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.39% | 812,718 SH | Aug. 8, 2026 | Daily |
| IJS · iShares Trust | 0.38% | 3,280,741 SH | Aug. 8, 2026 | Daily |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.30% | 9,520,695 NS | May 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.29% | 3,803 NS | April 30, 2026 | N-PORT |
| IAK · iShares Trust | 0.29% | 166,032 SH | Aug. 8, 2026 | Daily |
| ROSC · Lattice Strategies Trust | 0.29% | 17,891 NS | April 30, 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.26% | 53,491 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.25% | 2,113,353 NS | April 30, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 155,039 NS | April 30, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.23% | 61,108 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.23% | 337,822 SH | Aug. 8, 2026 | Daily |
| IWN · iShares Trust | 0.22% | 3,345,176 SH | Aug. 8, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.20% | 1,339,896 SH | Aug. 8, 2026 | Daily |
| IJR · iShares Trust | 0.20% | 22,872,497 SH | Aug. 8, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 157,989 NS | April 30, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.19% | 256,498 NS | April 30, 2026 | N-PORT |
| XJR · iShares Trust | 0.16% | 31,998 SH | Aug. 8, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.16% | 14,782 NS | April 30, 2026 | N-PORT |
| SAA · ProShares Trust | 0.15% | 4,777 NS | May 31, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.14% | 464,654 NS | May 31, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.14% | 102,342 SH | Aug. 8, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.13% | 2,030,070 NS | April 30, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.13% | 349,371 NS | April 30, 2026 | N-PORT |
| IWM · iShares Trust | 0.11% | 9,362,278 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.11% | 79,525 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.11% | 2,220,207 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.11% | 171,453 NS | April 30, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.10% | 184,527 SH | Aug. 8, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.09% | 1,442,446 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.09% | 18,621 NS | May 31, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.08% | 87,560 NS | May 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.07% | 21,982 SH | Aug. 8, 2026 | Daily |
| SCHA · SCHWAB STRATEGIC TRUST | 0.07% | 1,921,371 NS | May 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.07% | 10,145 NS | April 30, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.07% | 5,299,576 SH | Aug. 8, 2026 | Daily |
| AVIE · AMERICAN CENTURY ETF TRUST | 0.06% | 712 NS | May 31, 2026 | N-PORT |
| ISCB · iShares Trust | 0.06% | 16,697 SH | Aug. 8, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.05% | 8,321 NS | April 30, 2026 | N-PORT |
| UWM · ProShares Trust | 0.05% | 14,565 NS | May 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.04% | 20,338 NS | April 30, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.04% | 109,892 NS | April 30, 2026 | N-PORT |
| SMLF · iShares Trust | 0.04% | 186,159 SH | Aug. 8, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 4,389,310 SH | Aug. 8, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.04% | 8,340,133 SH | Aug. 8, 2026 | Daily |