HTH Hilltop Holdings Inc.
NYSE · Banking · View on SEC EDGAR ↗ close Sep 14, 2026 10-K/10-Q Jul 24, 2026
$38.85
· of 52w range
· above low
· to high
$30.7852w low
$40.4152w high
Market Cap (MRQ)
$2.23B
P/E
14.7
EPS
$2.64
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52W Range
$31–$40
Analyst Rating
HOLD
Price Target
$42
P/E
14.7
ROE
7.6%
Net Profit Margin
12.9%
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HTH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$38.85
Market Cap (MRQ)
$2.23B
P/E
14.7
EPS
$2.64
Div Yield
2.0%
ROE
7.6%
Debt/Equity (MRQ)
0.6
52W Range
$31–$40
HTH Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
EPS$2.642016-12-31 → 2025-12-31
Free Cash Flow$-56M2017-12-31 → 2025-12-31
Net margin12.9%2017-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | HTH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 14.75Y avg ≈15.3 | ≈15.3 | 13.4 | Fair value | |
| P/S | 14.05Y avg ≈13.2 | ≈13.2 | 3.3 | Overvalued | |
| P/B (MRQ) | 1.05Y avg ≈1.0 | ≈1.0 | 1.1 | Fair value | |
| EV / EBITDA | 187.95Y avg ≈139.5 | ≈139.5 | · | · | |
| Price / FCF (TTM) | -18.15Y avg ≈-3.7 | ≈-3.7 | · | · | |
| Price / Cash Flow (TTM) | -23.55Y avg ≈-7.0 | ≈-7.0 | · | · | |
| EV / Revenue | 17.95Y avg ≈18.1 | ≈18.1 | · | · | |
| EV / FCF | -53.15Y avg ≈-4.7 | ≈-4.7 | · | · | |
| Price / Tangible Book (MRQ) | 1.05Y avg ≈1.1 | ≈1.1 | · | · |
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 | HTH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 1.2%5Y avg ≈1.7% | ≈1.7% | 1.6% | Weak | |
| Pretax Margin | 17.2%5Y avg ≈16.5% | ≈16.5% | 38.3% | Weak | |
| Net Profit Margin | 12.9%5Y avg ≈12.2% | ≈12.2% | 29.8% | Weak | |
| ROA | 1.0%5Y avg ≈1.0% | ≈1.0% | 1.3% | Weak | |
| ROE | 7.6%5Y avg ≈7.7% | ≈7.7% | 9.9% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | HTH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.65Y avg ≈0.4 | ≈0.4 | 0.2 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | HTH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 7.8%5Y avg ≈-8.6% | ≈-8.6% | · | · | |
| Revenue CAGR 3Y | -0.25%5Y avg ≈-10.3% | ≈-10.3% | · | · | |
| Revenue CAGR 5Y | -9.5% | · | · | · | |
| EPS YoY | 51.7%5Y avg ≈-2.6% | ≈-2.6% | · | · | |
| Net Income YoY | 46.3%5Y avg ≈-7.9% | ≈-7.9% | · | · | |
| EPS CAGR 3Y | 18.2%5Y avg ≈-13.3% | ≈-13.3% | · | · | |
| EPS CAGR 5Y | -12.0% | · | · | · | |
| Net Income CAGR 3Y | 13.5%5Y avg ≈-18.9% | ≈-18.9% | · | · | |
| Net Income CAGR 5Y | -18.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | HTH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.15Y avg ≈0.1 | ≈0.1 | 0.0 | Top tier |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield2.0%
Payout Ratio27.4%
Annualized Payout≈$0.88
5Y Div CAGR≈14.9%
Growth Streak≈8
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 7, 2026 | $0.22 | USD | ≈2.0% |
| May 8, 2026 | $0.20 | USD | ≈2.0% |
| Feb 13, 2026 | $0.20 | USD | ≈1.9% |
| Nov 7, 2025 | $0.18 | USD | ≈2.2% |
| Aug 15, 2025 | $0.18 | USD | ≈2.2% |
| May 8, 2025 | $0.18 | USD | ≈2.3% |
| Feb 13, 2025 | $0.18 | USD | ≈2.2% |
| Nov 8, 2024 | $0.17 | USD | ≈2.1% |
| Aug 16, 2024 | $0.17 | USD | ≈2.1% |
| May 9, 2024 | $0.17 | USD | ≈2.1% |
| Feb 9, 2024 | $0.17 | USD | ≈2.1% |
| Nov 10, 2023 | $0.16 | USD | ≈2.2% |
| Aug 10, 2023 | $0.16 | USD | ≈2.0% |
| May 9, 2023 | $0.16 | USD | ≈2.0% |
| Feb 9, 2023 | $0.16 | USD | ≈1.8% |
| Nov 9, 2022 | $0.15 | USD | ≈2.1% |
| Aug 11, 2022 | $0.15 | USD | ≈2.0% |
| May 12, 2022 | $0.15 | USD | ≈1.9% |
| Feb 14, 2022 | $0.15 | USD | ≈1.6% |
| Nov 12, 2021 | $0.12 | USD | ≈1.3% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
29.3%
Next Report
Oct 21, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 16, 2026 | $0.63 | $0.50 | 27.1% |
| March 31, 2026 | $0.64 | $0.49 | 30.2% | |
| Dec. 31, 2025 | $0.69 | $0.42 | 63.7% | |
| Sept. 30, 2025 | $0.74 | $0.49 | 49.5% | |
| June 30, 2025 | $0.42 | $0.42 | -1.1% | |
| March 31, 2025 | $0.29 | $0.27 | 6.3% |
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 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $372M | $132M | $107M | $122M | $172M | $141M | $85M | $58M | $61M | $28M | |
| Interest Income | $784M | $836M | $838M | $591M | $530M | $546M | $611M | $575M | $507M | $456M | $470M | $389M | |
| Pretax Income | $221M | $154M | $149M | $156M | $504M | $564M | $283M | $155M | $243M | $231M | $283M | $178M | |
| Income Tax | $49M | $31M | $31M | $37M | $118M | $133M | $64M | $34M | $110M | $83M | $71M | $66M | |
| Net Income | $166M | $113M | $110M | $113M | $374M | $448M | $225M | $121M | $133M | $146M | $211M | $112M | |
| EPS (Basic) | $2.64 | $1.74 | $1.69 | $1.61 | $4.64 | $5.02 | $2.44 | $1.28 | $1.36 | $1.48 | $2.10 | $1.18 | |
| EPS (Diluted) | $2.64 | $1.74 | $1.69 | $1.60 | $4.61 | $5.01 | $2.44 | $1.28 | $1.36 | $1.48 | $2.09 | $1.17 | |
| Shares (Basic) | 62,700,000 | 65,036,000 | 65,043,000 | 70,434,000 | 80,708,000 | 89,280,000 | 92,345,000 | 94,969,000 | 97,137,000 | 98,404,000 | 99,074,000 | 89,710,000 | |
| Shares (Diluted) | 62,709,000 | 65,046,000 | 65,045,000 | 70,626,000 | 81,173,000 | 89,304,000 | 92,394,000 | 95,067,000 | 97,353,000 | 98,629,000 | 99,962,000 | 90,573,000 | |
| EBITDA | $16M | $20M | $20M | $33M | $25M | $22M | $1M | · | $-14M | · | $-83M | $-83M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $39M | $38M | $35M | $40M | $40M | $45M | $40M | $48M | $45M | $691M | $669M | $813M | |
| PP&E (Net) | · | · | · | · | · | · | $210M | $237M | $178M | $190M | $201M | $207M | |
| PP&E (Gross) | · | · | · | · | · | · | $416M | $407M | $319M | $302M | $289M | $265M | |
| Accum. Depreciation | · | · | · | · | · | · | $196M | $169M | $141M | $112M | $88M | $58M | |
| Goodwill | $267M | $267M | $267M | $267M | $267M | $267M | $267M | $291M | $252M | $252M | $252M | $252M | |
| Intangibles | $6M | $7M | $8M | $11M | $15M | $20M | $27M | $38M | $36M | $45M | $55M | $60M | |
| Total Assets | $15.84B | $16.27B | $16.47B | $16.26B | $18.69B | $16.94B | $15.17B | $13.68B | $13.37B | $12.74B | $11.87B | $9.24B | |
| Short-term Debt | $677M | $834M | $900M | $970M | $859M | $696M | $1.42B | $1.07B | $1.21B | $1.42B | $947M | $763M | |
| Total Liabilities | $13.65B | $14.05B | $14.32B | $14.20B | $16.14B | $14.59B | $13.04B | $11.71B | $11.45B | $10.86B | $10.13B | $7.78B | |
| Long-term Debt | · | · | · | · | · | · | · | $229M | $209M | $318M | $239M | · | |
| Total Debt | $677M | $834M | $900M | $970M | $859M | $696M | $1.42B | · | $1.21B | · | $947M | $763M | |
| Common Stock | $595.0K | $650.0K | $652.0K | $647.0K | $790.0K | $822.0K | $906.0K | $936.0K | $960.0K | $985.0K | $989.0K | $902.0K | |
| Paid-in Capital | $973M | $1.05B | $1.05B | $1.05B | $1.27B | $1.32B | $1.45B | $1.49B | $1.53B | $1.57B | $1.58B | $1.39B | |
| Retained Earnings | $1.27B | $1.25B | $1.19B | $1.12B | $1.26B | $987M | $645M | $467M | $385M | $296M | $155M | $-46M | |
| AOCI | $-80M | $-111M | $-122M | $-134M | $-10M | $18M | $11M | $-9M | $-394.0K | $485.0K | $3M | $651.0K | |
| Stockholders' Equity | $2.17B | $2.19B | $2.12B | $2.04B | $2.52B | $2.32B | $2.10B | $1.95B | $1.91B | $1.87B | $1.74B | $1.46B | |
| Liabilities + Equity | $15.84B | $16.27B | $16.47B | $16.26B | $18.69B | $16.94B | $15.17B | $13.68B | $13.37B | $12.74B | $11.87B | $9.24B | |
| Shares Outstanding | 59,540,484 | 64,967,984 | 65,153,092 | 64,684,625 | 78,964,978 | 82,184,893 | 90,640,944 | 93,610,217 | 95,982,184 | 98,543,774 | 98,896,184 | 90,181,888 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $20M | $20M | $33M | $25M | $22M | $-1M | $-5M | $-14M | $-50M | $-83M | $-83M | |
| Deferred Tax | $5M | $-20M | $7M | $8M | $-7M | $17M | $-4M | $13M | $41M | $-10M | $17M | $-23M | |
| Amort. of Intangibles | $1M | $2M | $3M | $4M | $5M | $6M | $8M | $8M | $8M | $10M | $12M | $11M | |
| Other Non-cash | $-225M | $160M | $307M | $1.04B | $374M | $-206M | $-656M | · | $-486M | · | $-109M | $-97M | |
| Operating Cash Flow | $-39M | $274M | $443M | $1.19B | $766M | $280M | $-433M | $390M | $-321M | $-161M | $36M | $-91M | |
| CapEx | $17M | $7M | $8M | $10M | $25M | $38M | $42M | $68M | $31M | $42M | $31M | $43M | |
| Investing Cash Flow | $-365M | $354M | $158M | $-877M | $-553M | $-828M | $-604M | $-290M | $-358M | $-494M | $442M | · | |
| Debt Issued | $1.07B | $919M | $490M | $822M | $976M | $1.45B | $1.06B | $664M | · | · | · | · | |
| Net Debt Issued | $-173M | $28M | $0 | $-42M | $-62M | $126M | · | · | · | · | · | · | |
| Stock Repurchased | $184M | $20M | $5M | $442M | $124M | $209M | $73M | $59M | $27M | · | $30M | · | |
| Net Stock Activity | $-184M | $-20M | $-5M | $-442M | $-124M | $-209M | $-73M | · | $-27M | · | $-30M | · | |
| Dividends Paid | $45M | $44M | $42M | $43M | $39M | $33M | $30M | $27M | $23M | $6M | $4M | $6M | |
| Financing Cash Flow | $-714M | $-174M | $-333M | $-1.71B | $1.48B | $1.26B | $902M | $5M | $481M | $698M | $-622M | · | |
| Net Change in Cash | $-1.12B | $454M | $269M | $-1.40B | $1.69B | $711M | $-136M | $105M | $-198M | $44M | $-144M | · | |
| Taxes Paid | $61M | $44M | $19M | $15M | $136M | $124M | $57M | $8M | $86M | $89M | $112M | $27M | |
| Free Cash Flow | $-56M | $267M | $435M | $1.18B | $741M | $243M | $-475M | · | $-357M | · | $4M | $-135M | |
| Levered FCF | · | · | $141M | $1.08B | $659M | $149M | $-610M | · | $-404M | · | $-41M | $-152M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 12.9% | 9.5% | 9.2% | 8.8% | 20.4% | 21.2% | 13.7% | · | 8.2% | · | 12.9% | 9.6% | |
| Pretax Margin | 17.2% | 13.0% | 12.5% | 12.1% | 27.5% | 26.7% | 18.2% | · | 14.9% | · | 17.3% | 15.3% | |
| EBITDA Margin | 1.2% | 1.7% | 1.6% | 2.5% | 1.3% | 1.0% | 0.07% | · | -0.85% | · | -5.1% | -7.2% | |
| ROA | 1.0% | 0.69% | 0.67% | 0.65% | 2.1% | 2.8% | 1.6% | · | 1.0% | · | 2.0% | 1.2% | |
| ROE | 7.6% | 5.2% | 5.3% | 5.0% | 15.4% | 20.2% | 11.1% | · | 7.0% | · | 13.2% | 8.1% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.3 | 0.4 | 0.4 | 0.5 | 0.3 | 0.3 | 0.7 | · | 0.6 | · | 0.5 | 0.5 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | 0.1 | · | 0.2 | 0.1 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $36.42 | $33.71 | $32.58 | $31.49 | $31.95 | $28.28 | $23.20 | · | $19.92 | · | $17.56 | $16.19 | |
| Revenue / Share | $20.44 | $18.28 | $18.38 | $18.29 | $22.58 | $23.68 | $17.83 | · | $16.71 | · | $16.37 | $12.81 | |
| Cash Flow / Share | $-0.62 | $4.21 | $6.81 | $16.84 | $9.43 | $3.14 | $-4.69 | · | $-3.35 | · | $0.36 | $-1.01 | |
| Cash / Share | $0.65 | $0.59 | $0.53 | $0.61 | $0.51 | $0.55 | $0.44 | · | $5.08 | · | $6.77 | $9.02 | |
| Dividend / Share | $0.72 | $0.68 | $0.64 | $0.60 | $0.48 | $0.36 | $0.32 | $0.28 | $0.24 | $0.06 | · | · | |
| Dividend Paid / Share | · | · | · | · | · | · | $0.32 | $0.28 | $0.24 | $0.06 | · | · | |
| EPS (TTM) | $2.64 | $1.74 | $1.69 | $1.60 | $4.61 | $5.01 | $2.44 | $1.28 | $1.36 | $1.48 | $2.09 | $1.17 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.8% | -0.59% | -7.4% | -29.6% | -13.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.25% | -13.5% | -17.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -9.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 51.7% | 3.0% | 5.6% | -65.3% | -8.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 18.2% | -27.7% | -30.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -12.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 46.3% | 3.2% | -3.1% | -69.8% | -16.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 13.5% | -32.9% | -37.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -18.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 6.9% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $165M | $165M | $165M | $165M | $165M | $165M | $165M | $165M | $165M | $165M | $165M | $165M | |
| Net Income TTM | $166M | $113M | $110M | $113M | $374M | $448M | $225M | $121M | $133M | $146M | $211M | $112M | |
| Market Cap | $2.02B | $1.86B | $2.29B | $1.94B | $2.77B | $2.26B | $2.26B | · | $2.43B | · | $1.90B | $1.80B | |
| Enterprise Value | $2.66B | $2.66B | $3.16B | $2.87B | $3.59B | $2.91B | $3.64B | · | $3.15B | · | $2.18B | $1.75B | |
| P/E | 12.9 | 16.5 | 20.8 | 18.8 | 7.6 | 5.5 | 10.2 | 13.9 | 18.6 | 20.1 | 9.2 | 17.1 | |
| P/S | 12.3 | 11.3 | 13.9 | 11.8 | 16.8 | 13.7 | 13.7 | · | 14.7 | · | 11.5 | 10.9 | |
| P/B | 0.9 | 0.8 | 1.1 | 1.0 | 1.1 | 1.0 | 1.1 | · | 1.3 | · | 1.1 | 1.2 | |
| P / Tangible Book | 1.1 | 1.0 | 1.2 | 1.1 | 1.2 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | -52.2 | 6.8 | 5.2 | 1.6 | 3.6 | 8.1 | -5.2 | · | -7.5 | · | 53.2 | -19.7 | |
| P / FCF | -36.4 | 7.0 | 5.3 | 1.6 | 3.7 | 9.3 | -4.8 | · | -6.8 | · | 425.5 | -13.4 | |
| EV / EBITDA | 169.2 | 133.1 | 160.9 | 88.0 | 145.9 | 132.8 | 3141.5 | · | -227.1 | · | -26.1 | -21.0 | |
| EV / FCF | -47.9 | 10.0 | 7.3 | 2.4 | 4.9 | 12.0 | -7.7 | · | -8.8 | · | 487.7 | -13.0 | |
| EV / Revenue | 16.1 | 16.1 | 19.2 | 17.4 | 21.8 | 17.7 | 22.1 | · | 19.1 | · | 13.2 | 10.6 | |
| Dividend Yield | 2.2% | 2.4% | 1.8% | 2.2% | 1.4% | 1.4% | 1.3% | · | 0.95% | · | 0.19% | 0.31% | |
| Earnings Yield | 7.8% | 6.1% | 4.8% | 5.3% | 13.1% | 18.2% | 9.8% | 7.2% | 5.4% | 5.0% | 10.9% | 5.9% | |
| Payout Ratio | 27.4% | 39.1% | 37.9% | 38.0% | 10.4% | 7.3% | 13.2% | · | 17.5% | · | 1.7% | 5.0% | |
| Annual Payout | $45M | $44M | $42M | $43M | $39M | $33M | $30M | $27M | $23M | $6M | $4M | $6M |
Income Statement
| 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 Expense | · | · | · | · | · | · | · | · | · | $106M | $106M | $101M | $95M | $70M | $57M | $33M | |
| Interest Income | $189M | $184M | $194M | $200M | $197M | $193M | $209M | $211M | $207M | $210M | $217M | $217M | $213M | $191M | $180M | $156M | |
| Pretax Income | $50M | $50M | $53M | $61M | $49M | $58M | $44M | $42M | $30M | $38M | $38M | $53M | $27M | $31M | $36M | $43M | |
| Income Tax | $12M | $11M | $10M | $14M | $12M | $13M | $6M | $10M | $7M | $9M | $7M | $13M | $7M | $4M | $10M | $9M | |
| Net Income | $37M | $38M | $42M | $46M | $36M | $42M | $36M | $30M | $20M | $28M | $29M | $37M | $18M | $26M | $26M | $32M | |
| EPS (Basic) | $0.63 | $0.64 | $0.69 | $0.74 | $0.57 | $0.65 | $0.55 | $0.46 | $0.31 | $0.42 | $0.44 | $0.57 | $0.28 | $0.40 | $0.38 | $0.50 | |
| EPS (Diluted) | $0.63 | $0.64 | $0.69 | $0.74 | $0.57 | $0.65 | $0.55 | $0.46 | $0.31 | $0.42 | $0.44 | $0.57 | $0.28 | $0.40 | $0.37 | $0.50 | |
| Shares (Basic) | 57,856,000 | 59,124,000 | · | 62,146,000 | 63,637,000 | 64,613,000 | · | 64,928,000 | 65,085,000 | 65,200,000 | · | 65,106,000 | 65,025,000 | 64,901,000 | · | 64,552,000 | |
| Shares (Diluted) | 57,950,000 | 59,207,000 | · | 62,168,000 | 63,638,000 | 64,615,000 | · | 64,946,000 | 65,086,000 | 65,214,000 | · | 65,108,000 | 65,054,000 | 64,954,000 | · | 64,669,000 | |
| EBITDA | · | $2M | · | · | · | $5M | · | · | · | $5M | · | · | · | · | · | · |
Balance Sheet
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | $39M | · | · | · | $38M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $267M | $267M | $267M | $267M | $267M | $267M | $267M | $267M | $267M | $267M | · | $267M | $267M | $267M | · | $267M | |
| Intangibles | $5M | $5M | $6M | $6M | $6M | $6M | $7M | $7M | $7M | $8M | · | $9M | $10M | $11M | · | $12M | |
| Total Assets | $16.00B | $15.70B | $15.84B | $15.61B | $15.36B | $15.81B | $16.27B | $15.93B | $15.62B | $16.21B | · | $16.40B | $17.14B | $17.03B | · | $16.62B | |
| Short-term Debt | $1.24B | $991M | $677M | $681M | $735M | $705M | $834M | $915M | $898M | $893M | · | $883M | $1.63B | $1.57B | · | $942M | |
| Total Liabilities | $13.84B | $13.53B | $13.65B | $13.39B | $13.14B | $13.58B | $14.05B | $13.72B | $13.46B | $14.05B | · | $14.29B | $15.05B | $14.95B | · | $14.56B | |
| Total Debt | $1.24B | $991M | · | $681M | $735M | $705M | · | $915M | $898M | $893M | · | $883M | $1.63B | · | · | $942M | |
| Common Stock | $573.0K | $585.0K | $595.0K | $613.0K | $630.0K | $642.0K | $650.0K | $650.0K | $650.0K | $653.0K | · | $652.0K | $651.0K | $650.0K | · | $646.0K | |
| Paid-in Capital | $937M | $953M | $973M | $999M | $1.02B | $1.04B | $1.05B | $1.05B | $1.05B | $1.05B | · | $1.05B | $1.05B | $1.04B | · | $1.04B | |
| Retained Earnings | $1.27B | $1.27B | $1.27B | $1.28B | $1.27B | $1.26B | $1.25B | $1.22B | $1.21B | $1.20B | · | $1.17B | $1.14B | $1.14B | · | $1.11B | |
| AOCI | $-81M | $-82M | $-80M | $-87M | $-95M | $-101M | $-111M | $-98M | $-119M | $-120M | · | $-145M | $-132M | $-125M | · | $-120M | |
| Stockholders' Equity | $2.13B | $2.14B | $2.17B | $2.19B | $2.20B | $2.20B | $2.19B | $2.18B | $2.13B | $2.13B | · | $2.08B | $2.06B | $2.06B | · | $2.03B | |
| Liabilities + Equity | $16.00B | $15.70B | $15.84B | $15.61B | $15.36B | $15.81B | $16.27B | $15.93B | $15.62B | $16.21B | · | $16.40B | $17.14B | $17.03B | · | $16.62B | |
| Shares Outstanding | 57,284,453 | 58,530,197 | 59,540,484 | 61,326,253 | 63,001,298 | 64,154,443 | 64,967,984 | 64,959,743 | 64,952,838 | 65,266,915 | · | 65,169,821 | 65,070,667 | 65,022,932 | · | 64,591,491 |
Cash Flow
| 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 | $2M | $2M | $3M | $4M | $4M | $5M | $5M | $6M | $4M | $5M | $4M | $5M | $4M | $6M | $12M | $6M | |
| Amort. of Intangibles | $240.0K | $240.0K | · | · | $256.0K | $257.0K | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-167M | · | · | · | $-41M | · | · | · | $38M | · | · | · | · | · | · | |
| Operating Cash Flow | $-157M | $-127M | $-83M | $273M | $-235M | $6M | $123M | $516M | $-435M | $71M | $263M | $504M | $-215M | $-108M | $-46M | $490M | |
| CapEx | $5M | $7M | $14M | $2M | $-40.0K | $797.0K | $916.0K | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | $3M | |
| Investing Cash Flow | $-161M | $-127M | $-96M | $-172M | $-71M | $-27M | $47M | $277M | $14M | $16M | $116M | $235M | $-50M | $-142M | $-181M | $-130M | |
| Debt Issued | $201M | $269M | $250M | $268M | $296M | $260M | · | · | · | · | $0 | $168M | $176M | $146M | $183M | $226M | |
| Net Debt Issued | · | $15M | · | · | · | $-137M | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $47M | $48M | $61M | $55M | $35M | $33M | $0 | $0 | $10M | $10M | $597.0K | $0 | $0 | $5M | $0 | $0 | |
| Net Stock Activity | · | $-48M | · | · | · | $-33M | · | · | · | $-10M | · | · | · | · | · | · | |
| Dividends Paid | $12M | $12M | $11M | $11M | $12M | $12M | $11M | $11M | $11M | $11M | $10M | $10M | $10M | $10M | $10M | $10M | |
| Financing Cash Flow | $195M | $-106M | $148M | $151M | $-456M | $-558M | $179M | $373M | $-505M | $-222M | $-28M | $-809M | $101M | $404M | $-12M | $-378M | |
| Net Change in Cash | $-124M | $-360M | $-30M | $253M | $-761M | $-579M | $350M | $1.17B | $-926M | $-135M | $352M | $-71M | $-165M | $153M | $-240M | $-17M | |
| Taxes Paid | $21M | $66.0K | $18M | $14M | $30M | $-623.0K | $33M | $943.0K | $10M | $369.0K | $5M | $-691.0K | $15M | $-49.0K | $132.0K | $8M | |
| Free Cash Flow | · | $-134M | · | · | · | $5M | · | · | · | $68M | · | · | · | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-14M | · | · | · | · | · | · |
Profitability
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 11.6% | 12.6% | · | 13.9% | 11.9% | 13.2% | · | 9.7% | 6.9% | 9.7% | · | 11.8% | 5.9% | · | · | 9.7% | |
| Pretax Margin | 15.8% | 16.8% | · | 18.4% | 16.3% | 18.1% | · | 13.9% | 10.0% | 13.4% | · | 16.8% | 8.8% | · | · | 12.9% | |
| EBITDA Margin | · | 0.60% | · | · | · | 1.5% | · | · | · | 1.8% | · | · | · | · | · | · | |
| ROA | 0.23% | 0.24% | · | 0.29% | 0.23% | 0.26% | · | 0.18% | 0.12% | 0.17% | · | 0.22% | 0.11% | · | · | 0.19% | |
| ROE | 1.7% | 1.7% | · | 2.1% | 1.7% | 1.9% | · | 1.4% | 0.97% | 1.3% | · | 1.8% | 0.89% | · | · | 1.4% |
Liquidity & Solvency
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.6 | 0.5 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.8 | · | · | 0.5 |
Efficiency
| 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 |
Per Share
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $37.12 | $36.63 | · | $35.69 | $34.90 | $34.29 | · | $33.51 | $32.86 | $32.66 | · | $31.91 | $31.71 | · | · | $31.46 | |
| Revenue / Share | $5.45 | $5.08 | · | $5.31 | $4.77 | $4.93 | · | $4.70 | $4.56 | $4.37 | · | $4.80 | $4.75 | · | · | $5.11 | |
| Cash Flow / Share | · | $-2.15 | · | · | · | $0.09 | · | · | · | $1.09 | · | · | · | · | · | · | |
| Dividend / Share | $0.20 | $0.20 | $0.18 | $0.18 | $0.18 | $0.18 | $0.17 | $0.17 | $0.17 | $0.17 | $0.16 | $0.16 | $0.16 | $0.16 | $0.15 | $0.15 | |
| EPS (TTM) | $2.70 | $2.64 | · | $2.51 | $2.23 | $1.97 | · | $1.63 | $1.74 | $1.71 | · | $1.62 | $1.55 | $1.74 | · | $2.02 |
Valuation (TTM)
| 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 | · | · | · | · | · | · | · | · | · | · | · | · | · | $165M | · | · | |
| Net Income TTM | $162M | $161M | · | $160M | $143M | $128M | · | $106M | $114M | $112M | · | $107M | $102M | $117M | · | $150M | |
| Market Cap | $2.22B | $2.10B | · | $2.05B | $1.91B | $1.95B | · | $2.09B | $2.03B | $2.04B | · | $1.85B | $2.05B | · | · | $1.61B | |
| P/E | 14.4 | 13.6 | · | 13.3 | 13.6 | 15.5 | · | 19.7 | 18.0 | 18.3 | · | 17.5 | 20.3 | 17.1 | · | 12.3 | |
| P/B | 1.0 | 1.0 | · | 0.9 | 0.9 | 0.9 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | 1.0 | · | · | 0.8 | |
| P / Tangible Book | 1.2 | 1.1 | · | 1.1 | 1.0 | 1.0 | · | 1.1 | 1.1 | 1.1 | · | 1.0 | 1.1 | 1.1 | · | 0.9 | |
| P / Cash Flow | · | -16.5 | · | · | · | 334.7 | · | · | · | 28.9 | · | · | · | · | · | · | |
| Dividend Yield | 2.1% | 2.2% | · | 2.2% | 2.4% | 2.3% | · | 2.1% | 2.1% | 2.1% | · | 2.2% | 1.9% | · | · | 2.7% | |
| Earnings Yield | 7.0% | 7.4% | · | 7.5% | 7.3% | 6.5% | · | 5.1% | 5.6% | 5.5% | · | 5.7% | 4.9% | 5.9% | · | 8.1% | |
| Payout Ratio | · | 31.2% | · | · | · | 27.7% | · | · | · | 40.0% | · | · | · | · | · | · | |
| Annual Payout | $46M | $46M | · | $45M | $45M | $45M | · | $44M | $43M | $42M | · | $41M | $40M | · | · | $43M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Net Income | $166M | $113M | $110M | $113M | $374M |
| Diluted EPS | $2.64 | $1.74 | $1.69 | $1.60 | $4.61 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.3 | 0.4 | 0.4 | 0.5 | 0.3 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $-56M | $267M | $435M | $1.18B | $741M |
Institutional owners (13F) 246 filers · $1.4B 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.
Holders
246
Value held
$1.4B
New positions
30
Exited positions
21
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 30 (-15 vs prior Q) | 21 (+2 vs prior Q) | 70 (-9 vs prior Q) | 82 (+15 vs prior Q) | -91K |
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. | $256,179,358 | 6,605,966 | 18.10% | Shares |
| VANGUARD GROUP INC | $164,490,652 | 4,846,513 | 11.62% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $101,430,662 | 2,615,508 | 7.16% | Shares |
| STATE STREET CORP | $98,768,704 | 2,546,898 | 6.98% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $95,674,138 | 2,467,100 | 6.76% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $67,737,802 | 1,746,720 | 4.78% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $40,596,121 | 1,046,610 | 2.87% | Shares |
| AMERIPRISE FINANCIAL INC | $28,150,946 | 725,914 | 1.99% | Shares |
| Invesco Ltd. | $25,958,518 | 669,379 | 1.83% | Shares |
| JPMORGAN CHASE & CO | $25,832,786 | 659,665 | 1.82% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24,637,710 | 635,320 | 1.74% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $24,124,767 | 622,093 | 1.70% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $21,963,659 | 566,366 | 1.55% | Shares |
| NORTHERN TRUST CORP | $19,877,348 | 512,567 | 1.40% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18,896,563 | 487,276 | 1.33% | Shares |
| TWO SIGMA INVESTMENTS, LP | $18,291,595 | 471,676 | 1.29% | Shares |
| AMERICAN CENTURY COMPANIES INC | $17,880,432 | 461,073 | 1.26% | Shares |
| Nuveen, LLC | $17,543,724 | 452,391 | 1.24% | Shares |
| Qube Research & Technologies Ltd | $17,072,236 | 440,233 | 1.21% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $16,705,028 | 430,764 | 1.18% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14,188,633 | 365,875 | 1.00% | Shares |
| MORGAN STANLEY | $14,094,017 | 363,434 | 1.00% | Shares |
| Bank of New York Mellon Corp | $13,091,447 | 337,582 | 0.92% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $11,196,174 | 288,710 | 0.79% | Shares |
| GOLDMAN SACHS GROUP INC | $11,118,769 | 286,714 | 0.79% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $10,412,740 | 268,508 | 0.74% | Shares |
| Empowered Funds, LLC | $10,356,742 | 267,064 | 0.73% | Shares |
| PRUDENTIAL FINANCIAL INC | $9,852,214 | 254,054 | 0.70% | Shares |
| Freestone Grove Partners LP | $9,572,572 | 246,843 | 0.68% | Shares |
| Nuveen Asset Management, LLC | $9,235,551 | 322,583 | 0.65% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $8,259,520 | 212,984 | 0.58% | Shares |
| FRANKLIN RESOURCES INC | $8,175,213 | 210,810 | 0.58% | Shares |
| CITADEL ADVISORS LLC | $8,044,989 | 207,452 | 0.57% | Shares |
| FIRST TRUST ADVISORS LP | $5,937,605 | 153,110 | 0.42% | Shares |
| KING LUTHER CAPITAL MANAGEMENT CORP | $5,739,362 | 147,998 | 0.41% | Shares |
| TUDOR INVESTMENT CORP ET AL | $5,707,369 | 147,173 | 0.40% | Shares |
| Public Sector Pension Investment Board | $5,457,703 | 140,735 | 0.39% | Shares |
| MILLENNIUM MANAGEMENT LLC | $5,434,203 | 140,129 | 0.38% | Shares |
| Brandywine Global Investment Management, LLC | $5,049,424 | 148,775 | 0.36% | Shares |
| GABELLI FUNDS LLC | $4,757,530 | 122,680 | 0.34% | Shares |
| Keeley-Teton Advisors, LLC | $4,622,706 | 151,813 | 0.33% | Shares |
| ZACKS INVESTMENT MANAGEMENT | $4,540,405 | 117,080 | 0.32% | Shares |
| RHUMBLINE ADVISERS | $4,279,901 | 110,364 | 0.30% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $4,122,944 | 106,316 | 0.29% | Shares |
| BANK OF AMERICA CORP /DE/ | $4,067,209 | 104,879 | 0.29% | Shares |
| IEQ CAPITAL, LLC | $3,960,872 | 102,137 | 0.28% | Shares |
| UBS Group AG | $3,812,888 | 98,321 | 0.27% | Shares |
| XTX Topco Ltd | $3,742,968 | 96,518 | 0.26% | Shares |
| Legal & General Group Plc | $3,700,892 | 95,433 | 0.26% | Shares |
| Beacon Pointe Advisors, LLC | $3,679,292 | 94,876 | 0.26% | Shares |
| TWO SIGMA ADVISERS, LP | $3,495,820 | 103,000 | 0.25% | Shares |
| Swiss National Bank | $3,121,790 | 80,500 | 0.22% | Shares |
| MARTINGALE ASSET MANAGEMENT L P | $2,901,869 | 74,829 | 0.20% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2,863,344 | 79,937 | 0.20% | Shares |
| DEUTSCHE BANK AG\ | $2,806,315 | 72,365 | 0.20% | Shares |
| AlphaQuest LLC | $2,732,340 | 80,505 | 0.19% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $2,591,629 | 66,829 | 0.18% | Shares |
| ALLIANCEBERNSTEIN L.P. | $2,429,993 | 67,839 | 0.17% | Shares |
| Y-Intercept (Hong Kong) Ltd | $2,246,099 | 57,919 | 0.16% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2,174,782 | 56,080 | 0.15% | Shares |
| Russell Investments Group, Ltd. | $2,149,679 | 55,431 | 0.15% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2,070,348 | 53,387 | 0.15% | Shares |
| JANE STREET GROUP, LLC | $2,061,544 | 53,160 | 0.15% | Shares |
| Concurrent Investment Advisors, LLC | $2,029,745 | 52,340 | 0.14% | Shares |
| Creative Planning | $1,949,703 | 50,276 | 0.14% | Shares |
| D. E. Shaw & Co., Inc. | $1,831,774 | 47,235 | 0.13% | Shares |
| CITIGROUP INC | $1,790,201 | 46,163 | 0.13% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $1,424,389 | 36,730 | 0.10% | Shares |
| SEI INVESTMENTS CO | $1,381,966 | 35,636 | 0.10% | Shares |
| WELLS FARGO & COMPANY/MN | $1,367,288 | 35,258 | 0.10% | Shares |
| Quantinno Capital Management LP | $1,312,734 | 33,850 | 0.09% | Shares |
| ATWOOD & PALMER INC | $1,283,618 | 33,100 | 0.09% | Shares |
| Trexquant Investment LP | $1,274,350 | 32,861 | 0.09% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $1,269,463 | 32,735 | 0.09% | Shares |
| Integrated Quantitative Investments LLC | $1,168,209 | 30,124 | 0.08% | Shares |
| Rafferty Asset Management, LLC | $1,120,160 | 28,885 | 0.08% | Shares |
| CWM, LLC | $1,111,530 | 31,031 | 0.08% | Shares |
| Aquatic Capital Management LLC | $1,000,330 | 25,795 | 0.07% | Shares |
| EJF Capital LP | $985,012 | 25,400 | 0.07% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $931,720 | 24,327 | 0.07% | Shares |
| MetLife Investment Management, LLC | $927,075 | 23,906 | 0.07% | Shares |
| STRS OHIO | $922,964 | 23,800 | 0.07% | Shares |
| Point72 Asset Management, L.P. | $907,995 | 23,414 | 0.06% | Shares |
| Illinois Municipal Retirement Fund | $862,235 | 22,234 | 0.06% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $849,437 | 21,904 | 0.06% | Shares |
| JANUS HENDERSON GROUP PLC | $828,018 | 23,129 | 0.06% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $822,873 | 21,219 | 0.06% | Shares |
| Allspring Global Investments Holdings, LLC | $765,589 | 19,446 | 0.05% | Shares |
| GAMCO INVESTORS, INC. ET AL | $738,177 | 19,035 | 0.05% | Shares |
| Hilltop Holdings Inc. | $725,961 | 18,720 | 0.05% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $721,347 | 18,601 | 0.05% | Shares |
| Hodges Capital Management Inc. | $720,338 | 18,575 | 0.05% | Shares |
| Engineers Gate Manager LP | $703,004 | 18,128 | 0.05% | Shares |
| Louisiana State Employees Retirement System | $698,040 | 18,000 | 0.05% | Shares |
| denkapparat Operations GmbH | $697,807 | 17,994 | 0.05% | Shares |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $691,681 | 17,836 | 0.05% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $691,409 | 17,829 | 0.05% | Shares |
| FIRST MANHATTAN CO. LLC. | $678,650 | 17,500 | 0.05% | Shares |
| State of Tennessee, Department of Treasury | $668,064 | 17,227 | 0.05% | Shares |
| ExodusPoint Capital Management, LP | $655,886 | 16,913 | 0.05% | Shares |
| Cerity Partners LLC | $650,429 | 16,772 | 0.05% | Shares |
| Schonfeld Strategic Advisors LLC | $635,680 | 16,392 | 0.04% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $616,524 | 15,898 | 0.04% | Shares |
| PRELUDE CAPITAL MANAGEMENT, LLC | $613,189 | 15,812 | 0.04% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $608,613 | 15,694 | 0.04% | Shares |
| Vanguard Global Advisers, LLC | $601,982 | 15,523 | 0.04% | Shares |
| Mariner, LLC | $592,164 | 15,269 | 0.04% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $573,944 | 14,800 | 0.04% | Shares |
| McGowan Group Asset Management, Inc. | $565,219 | 14,575 | 0.04% | Shares |
| ROYAL BANK OF CANADA | $555,000 | 14,334 | 0.04% | Shares |
| QRG CAPITAL MANAGEMENT, INC. | $543,560 | 14,016 | 0.04% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $516,511 | 13,319 | 0.04% | Shares |
| Inspire Investing, LLC | $512,942 | 14,320 | 0.04% | Shares |
| WESTWOOD HOLDINGS GROUP INC | $502,550 | 12,959 | 0.04% | Shares |
| Corient Private Wealth LP | $495,531 | 12,778 | 0.04% | Shares |
| BARCLAYS PLC | $493,320 | 12,721 | 0.03% | Shares |
| HANCOCK WHITNEY CORP | $476,761 | 12,294 | 0.03% | Shares |
| Allred Capital Management, LLC | $474,012 | 12,223 | 0.03% | Shares |
| Squarepoint Ops LLC | $473,775 | 12,217 | 0.03% | Shares |
| INTECH INVESTMENT MANAGEMENT LLC | $458,961 | 11,835 | 0.03% | Shares |
| Arax Advisory Partners | $458,263 | 11,817 | 0.03% | Shares |
| NEUBERGER BERMAN GROUP LLC | $450,778 | 11,624 | 0.03% | Shares |
| Police & Firemen's Retirement System of New Jersey | $450,468 | 11,616 | 0.03% | Shares |
| RAYMOND JAMES FINANCIAL INC | $434,345 | 11,200 | 0.03% | Shares |
| ARIZONA STATE RETIREMENT SYSTEM | $429,411 | 11,073 | 0.03% | Shares |
| YOUSIF CAPITAL MANAGEMENT, LLC | $428,015 | 11,037 | 0.03% | Shares |
| Lexington Hill Partners, LLC | $408,604 | 10,536 | 0.03% | Shares |
| MARSHALL WACE, LLP | $391,678 | 10,100 | 0.03% | Shares |
| KLP KAPITALFORVALTNING AS | $387,800 | 10,000 | 0.03% | Shares |
| FIRST CITIZENS BANK & TRUST CO | $387,218 | 9,985 | 0.03% | Shares |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $376,786 | 9,716 | 0.03% | Shares |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $362,011 | 9,335 | 0.03% | Shares |
| Forum Financial Management, LP | $360,112 | 9,286 | 0.03% | Shares |
| FIFTH THIRD BANCORP | $344,349 | 8,880 | 0.02% | Shares |
| Amundi | $338,084 | 8,718 | 0.02% | Shares |
| Edge Capital Group, LLC | $335,286 | 11,711 | 0.02% | Shares |
| Moss Adams Wealth Advisors LLC | $330,639 | 8,526 | 0.02% | Shares |
| COMERICA BANK | $319,089 | 9,402 | 0.02% | Shares |
| INCEPTIONR LLC | $310,395 | 8,004 | 0.02% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $294,728 | 7,600 | 0.02% | Call option |
| CAXTON ASSOCIATES LP | $289,077 | 10,097 | 0.02% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $287,205 | 7,406 | 0.02% | Shares |
| Canton Hathaway, LLC | $285,421 | 7,360 | 0.02% | Shares |
| Cambria Investment Management, L.P. | $265,721 | 6,852 | 0.02% | Shares |
| Vanguard Investments Australia, Ltd. | $263,820 | 6,803 | 0.02% | Shares |
| IF Advisors, LLC | $263,704 | 6,800 | 0.02% | Shares |
| Garrett Wealth Advisory Group, LLC | $255,948 | 6,600 | 0.02% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $252,910 | 6,522 | 0.02% | Shares |
| FOX RUN MANAGEMENT, L.L.C. | $251,527 | 6,486 | 0.02% | Shares |
| Sequoia Financial Advisors, LLC | $250,248 | 6,453 | 0.02% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $236,248 | 6,092 | 0.02% | Shares |
| Cubist Systematic Strategies, LLC | $234,709 | 7,023 | 0.02% | Shares |
| Maryland State Retirement & Pension System | $232,874 | 6,005 | 0.02% | Shares |
| Cornerstone Investment Partners, LLC | $231,245 | 5,963 | 0.02% | Shares |
| LPL Financial LLC | $227,729 | 5,872 | 0.02% | Shares |
| ProShare Advisors LLC | $223,760 | 5,770 | 0.02% | Shares |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $221,201 | 5,704 | 0.02% | Shares |
| Prime Capital Investment Advisors, LLC | $210,614 | 5,431 | 0.01% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $208,365 | 5,373 | 0.01% | Shares |
| Pictet Asset Management Holding SA | $203,634 | 5,251 | 0.01% | Shares |
| MML INVESTORS SERVICES, LLC | $201,811 | 5,204 | 0.01% | Shares |
| FMR LLC | $179,038 | 4,617 | 0.01% | Shares |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $165,668 | 4,272 | 0.01% | Shares |
| Ameritas Investment Partners, Inc. | $144,766 | 3,733 | 0.01% | Shares |
| New England Capital Financial Advisors LLC | $131,232 | 3,384 | 0.01% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $120,606 | 3,110 | 0.01% | Shares |
| GAMMA Investing LLC | $94,623 | 2,440 | 0.01% | Shares |
| Tower Research Capital LLC (TRC) | $83,920 | 2,164 | 0.01% | Shares |
| Allworth Financial LP | $65,228 | 1,682 | 0.00% | Shares |
| C M BIDWELL & ASSOCIATES LTD | $62,436 | 1,610 | 0.00% | Shares |
| NISA INVESTMENT ADVISORS, LLC | $60,380 | 1,557 | 0.00% | Shares |
| PNC Financial Services Group, Inc. | $59,838 | 1,543 | 0.00% | Shares |
| Financial Management Professionals, Inc. | $58,170 | 1,500 | 0.00% | Shares |
| EverSource Wealth Advisors, LLC | $55,610 | 1,434 | 0.00% | Shares |
| Pinnacle Wealth Planning Services, Inc. | $53,788 | 1,387 | 0.00% | Shares |
| SIGNATUREFD, LLC | $53,129 | 1,370 | 0.00% | Shares |
| Cullen/Frost Bankers, Inc. | $52,856 | 1,363 | 0.00% | Shares |
| Smartleaf Asset Management LLC | $44,634 | 1,143 | 0.00% | Shares |
| US BANCORP \DE\ | $39,246 | 1,012 | 0.00% | Shares |
| Essential Partners LLC | $32,730 | 844 | 0.00% | Shares |
| Sterling Capital Management LLC | $31,683 | 817 | 0.00% | Shares |
| 1620 INVESTMENT ADVISORS, INC. | $29,434 | 759 | 0.00% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $23,893 | 598 | 0.00% | Shares |
| Salomon & Ludwin, LLC | $22,126 | 562 | 0.00% | Shares |
| NOMURA ASSET MANAGEMENT CO LTD | $22,105 | 570 | 0.00% | Shares |
| IFP Advisors, Inc | $22,066 | 569 | 0.00% | Shares |
| True Wealth Design, LLC | $16,947 | 437 | 0.00% | Shares |
| Farther Finance Advisors, LLC | $14,017 | 361 | 0.00% | Shares |
| Federation des caisses Desjardins du Quebec | $10,416 | 269 | 0.00% | Shares |
| UMB Bank, n.a. | $10,199 | 263 | 0.00% | Shares |
| Optiver Holding B.V. | $10,005 | 258 | 0.00% | Shares |
| SJS Investment Consulting Inc. | $7,912 | 204 | 0.00% | Shares |
| ROTHSCHILD INVESTMENT LLC | $7,601 | 196 | 0.00% | Shares |
| CIBC Private Wealth Group LLC | $6,684 | 200 | 0.00% | Shares |
| BESSEMER GROUP INC | $6,409 | 165,263 | 0.00% | Shares |
| Keating Financial Advisory Services, Inc. | $5,761 | 149 | 0.00% | Shares |
| Bare Financial Services, Inc | $4,460 | 115 | 0.00% | Shares |
| Continuum Advisory, LLC | $4,227 | 109 | 0.00% | Shares |
| PICTON MAHONEY ASSET MANAGEMENT | $3,917 | 101 | 0.00% | Shares |
| Clearstead Advisors, LLC | $3,298 | 85 | 0.00% | Shares |
| Parkside Financial Bank & Trust | $2,987 | 77 | 0.00% | Shares |
| Bell Investment Advisors, Inc | $2,909 | 75 | 0.00% | Shares |
| Fortitude Family Office, LLC | $2,792 | 72 | 0.00% | Shares |
| Parallel Advisors, LLC | $2,753 | 71 | 0.00% | Shares |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2,469 | 63,653 | 0.00% | Shares |
| Rockefeller Capital Management L.P. | $2,404 | 62 | 0.00% | Shares |
| High Note Wealth, LLC | $2,327 | 60 | 0.00% | Shares |
| Thrivent Financial for Lutherans | $1,602 | 41,289 | 0.00% | Shares |
| Silver Grove Financial Group, Inc. | $1,551 | 40 | 0.00% | Shares |
| Sunbelt Securities, Inc. | $1,504 | 42 | 0.00% | Shares |
| Larson Financial Group LLC | $1,474 | 38 | 0.00% | Shares |
| CANADA LIFE ASSURANCE Co | $1,345 | 34,690 | 0.00% | Shares |
| Versant Capital Management, Inc | $1,319 | 34 | 0.00% | Shares |
| Cornerstone Planning Group LLC | $1,106 | 29 | 0.00% | Shares |
| Transamerica Financial Advisors, LLC | $1,100 | 28 | 0.00% | Shares |
| FARMERS & MERCHANTS INVESTMENTS INC | $970 | 25 | 0.00% | Shares |
| Steward Partners Investment Advisory, LLC | $931 | 24 | 0.00% | Shares |
| Physician Wealth Advisors, Inc. | $815 | 21 | 0.00% | Shares |
| OSAIC HOLDINGS, INC. | $776 | 20 | 0.00% | Shares |
| GSA CAPITAL PARTNERS LLP | $666 | 17,170 | 0.00% | Shares |
| State of Alaska, Department of Revenue | $631 | 16,293 | 0.00% | Shares |
| HARBOR CAPITAL ADVISORS, INC. | $525 | 13,529 | 0.00% | Shares |
| Torren Management, LLC | $446 | 12 | 0.00% | Shares |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $433 | 11,160 | 0.00% | Shares |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $431 | 11,132 | 0.00% | Shares |
| HARBOUR INVESTMENTS, INC. | $427 | 11 | 0.00% | Shares |
| Plante Moran Financial Advisors, LLC | $427 | 11 | 0.00% | Shares |
| AMALGAMATED BANK | $426 | 10,990 | 0.00% | Shares |
| Handelsbanken Fonder AB | $396 | 11,046 | 0.00% | Shares |
| Ankerstar Wealth, LLC | $271 | 7 | 0.00% | Shares |
| SG Americas Securities, LLC | $219 | 5,651 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $216 | 5,567 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $155 | 4 | 0.00% | Shares |
| ACADIAN ASSET MANAGEMENT LLC | $146 | 3,765 | 0.00% | Shares |
| HANTZ FINANCIAL SERVICES, INC. | $144 | 3,722 | 0.00% | Shares |
| IMG Wealth Management, Inc. | $116 | 3 | 0.00% | Shares |
| Godfrey Financial Associates, Inc. | $116 | 3 | 0.00% | Shares |
| GILPIN WEALTH MANAGEMENT, LLC | $78 | 2 | 0.00% | Shares |
| CoreCap Advisors, LLC | $78 | 2 | 0.00% | Shares |
| Davis Capital Management | $78 | 2 | 0.00% | Shares |
| KBC Group NV | $75 | 1,945 | 0.00% | Shares |
| Quarry LP | $39 | 1 | 0.00% | Shares |
| Hughes Financial Services, LLC | $39 | 1 | 0.00% | Shares |
| HUNTINGTON NATIONAL BANK | $39 | 1 | 0.00% | Shares |
| Strategic Wealth Advisors LLC | $33 | 1,000 | 0.00% | Shares |
| Covestor Ltd | $11 | 281 | 0.00% | Shares |
Activists & 5%+ owners 4 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 |
|---|---|---|---|---|---|
| Gerald J. Ford, Diamond A Financial, L.P., Diamond HTH Stock Company, LP, Diamond HTH Stock Company GP, LLC, Turtle Creek Revocable Trust ×22 filings | July 22, 2026 | 26.70% | Amendment | · | SEC |
| Hilltop Holdings Inc. ×10 filings | Jan. 2, 2015 | · | Initial filing | · | SEC |
| Farallon Capital Partners, L.P., Farallon Capital Institutional Partners, L.P., Farallon Capital Institutional Partners II, L.P., Farallon Capital Institutional Partners III, L.P., Tinicum Partners, L.P., Farallon Capital Offshore Investors II, L.P., Farallon Capital Management, L.L.C., Farallon Partners, L.L.C., Chun R. Ding [See Item 2], William F. Duhamel, Richard B. Fried, Monica R. Landry, Douglas M. MacMahon, William F. Mellin, Stephen L. Millham, Jason E. Moment, Ashish H. Pant, Rajiv A. Patel, Derek C. Schrier [See Item 2], Andrew J. M. Spokes [See Item 2], Thomas F. Steyer, Mark C. Wehrly ×3 filings | Sept. 26, 2008 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | April 17, 2007 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 55 insiders · 20 officers · 32 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Steve B Thompson | PrimeLending President and CEO | Aug. 21, 2026 A | 107,204 | 0 | 4 | $-1,115,376 |
| Martin Bradley Winges | Hilltop Securities CEO | Aug. 21, 2026 A | 85,155 | 0 | 3 | $-999,970 |
| Jerry Schaffner | PlainsCapital Bank CEO | April 2, 2024 G | 142,043 | 0 | 0 | $0 |
| Alan B White | Co-Chief Executive Officer | April 1, 2019 F | 195,581 | 0 | 0 | $0 |
| Larry D Willard | President and CEO | Dec. 18, 2009 S | 15,000 | 0 | 0 | $0 |
| Scott D Jackson | Chairman and CEO | June 7, 2005 P | 883,612 | 0 | 0 | $0 |
| William B Furr | Chief Financial Officer | July 1, 2026 A | 197,925 | 0 | 0 | $0 |
| Lawrence E Kreider | Executive VP, CFO | March 8, 2007 A | 31,050 | 0 | 0 | $0 |
| James F Kimsey | President and COO | March 8, 2007 A | 393 | 0 | 0 | $0 |
| John G Sprengle | President, Co-COO | March 21, 2005 P | 258,407 | 0 | 0 | $0 |
| George W Mcgeeney | President and COO | Feb. 18, 2004 A | 85,604 | 0 | 0 | $0 |
| James R Huffines | COO of Subsidiaries | Feb. 24, 2017 F | 360,085 | 0 | 0 | $0 |
| Corey Prestidge | EVP, General Counsel & Sec. | Aug. 21, 2026 A | 188,223 | 0 | 0 | $0 |
| Jonathan S Sobel | Hilltop Securities Chairman | Aug. 21, 2026 A | 129,917 | 0 | 0 | $0 |
| Darren E Parmenter | Chief Administrative Officer | July 1, 2026 A | 96,164 | 0 | 0 | $0 |
| Keith E. Bornemann | Chief Accounting Officer | July 1, 2026 A | 7,972 | 0 | 2 | $-153,000 |
| Todd Salmans | PrimeLending Chairman | Feb. 23, 2020 F | 54,922 | 0 | 0 | $0 |
| John A Martin | Chief Accounting Officer | Aug. 8, 2017 S | 37,009 | 0 | 0 | $0 |
| Scott Lawrence Gesell | Executive Vice President | March 8, 2007 A | 63 | 0 | 0 | $0 |
| Scott L Gesell | E.V.P. & General Counsel | Feb. 18, 2004 A | 69,294 | 0 | 0 | $0 |
| Rhodes R Bobbitt | Director | Aug. 24, 2026 S | 25,641 | 0 | 12 | $-3,995,814 |
| Stephen H Haworth | Director | July 23, 2026 A | 5,535 | 0 | 0 | $0 |
| Dana L Bober | Director | July 23, 2026 A | 5,535 | 0 | 0 | $0 |
| Kenneth D Russell | Director | July 23, 2026 A | 2,137 | 0 | 0 | $0 |
| Robert Taylor JR | Director | July 23, 2026 A | 46,470 | 0 | 0 | $0 |
| Lee Lewis | Director | July 23, 2026 A | 54,919 | 0 | 0 | $0 |
| Robert W Nichols III | Director | July 23, 2026 A | 2,195 | 0 | 0 | $0 |
| Tom C Nichols | Director | July 23, 2026 A | 16,317 | 0 | 0 | $0 |
| WEBB CARL B | Director | July 23, 2026 A | 132,078 | 0 | 0 | $0 |
| CRANDALL J TAYLOR | Director | July 23, 2026 A | 2,137 | 0 | 0 | $0 |
| Tracy Allan Bolt | Director | July 24, 2025 A | 55,682 | 0 | 0 | $0 |
| Haag A Sherman | Director | July 24, 2025 A | 30,111 | 0 | 0 | $0 |
| Andrew J Littlefair | Director | Sept. 29, 2023 A | 19,098 | 0 | 0 | $0 |
| William T Hill Jr | Director | June 30, 2022 A | 22,654 | 0 | 0 | $0 |
| Charles R Cummings | Director | May 6, 2021 S | 29,999 | 0 | 0 | $0 |
| Charles Clifton Robinson | Director | Aug. 30, 2017 P | 1,265,024 | 0 | 0 | $0 |
| Markham J Green | Director | Aug. 14, 2017 S | 114,763 | 0 | 0 | $0 |
| Gerald J. Ford | Director | July 26, 2017 G | 22,563 | 0 | 0 | $0 |
| Joris W Brinkerhoff | Director | Aug. 28, 2014 S | 25,228 | 0 | 0 | $0 |
| James Randolph Staff | Director | April 8, 2010 A | 142,984 | 0 | 0 | $0 |
| CLAYTON JAMES L | Director | July 8, 2005 A | 1,403 | 0 | 0 | $0 |
| ABBRECHT TODD M | Director | Jan. 10, 2005 J | 4,764 | 0 | 0 | $0 |
| HAGERTY THOMAS M | Director | Jan. 10, 2005 J | 21,926 | 0 | 0 | $0 |
| Scott A Schoen | Director | Jan. 10, 2005 J | 552 | 0 | 0 | $0 |
| Randall Hack | Director | Dec. 1, 2004 S | 575,368 | 0 | 0 | $0 |
| Hilltop Holdings Inc. | 10% owner | Jan. 1, 2015 J | 0 | 0 | 0 | $0 |
| LEE THOMAS H ADVISORS LLC | 10% owner | Jan. 10, 2005 J | 0 | 0 | 0 | $0 |
| LEE THOMAS H EQUITY FUND IV LP | 10% owner | Jan. 10, 2005 J | 0 | 0 | 0 | $0 |
| Jeremy B Ford | · | April 1, 2026 A | 1,644,035 | 0 | 0 | $0 |
| Hill A Feinberg | · | March 10, 2026 G | 518,700 | 0 | 0 | $0 |
| Charlotte Jones Anderson | · | June 30, 2025 A | 16,228 | 0 | 0 | $0 |
| Greg Vanek | · | Oct. 25, 2012 M | 0 | 0 | 0 | $0 |
| Eugene Mercy JR | · | Nov. 15, 2005 A | 193,480 | 0 | 0 | $0 |
| Haynes R Chidsey | · | Feb. 18, 2004 A | 91,743 | 0 | 0 | $0 |
| Peter K Pak | · | Feb. 18, 2004 A | 42,500 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 88 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| MYLD · Cambria ETF Trust | 0.97% | 7,612 NS | April 30, 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0.86% | 55,150 SH | Sept. 11, 2026 | Daily |
| KBE · SPDR SERIES TRUST | 0.83% | 317,728 NS | June 30, 2026 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 0.81% | 133,229 SH | Sept. 11, 2026 | Daily |
| SMIZ · Zacks Trust | 0.65% | 44,656 NS | May 31, 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0.58% | 4,696 NS | April 30, 2026 | N-PORT |
| BSVO · EA Series Trust | 0.43% | 267,064 NS | June 30, 2026 | N-PORT |
| KRE · SPDR SERIES TRUST | 0.42% | 509,261 NS | June 30, 2026 | N-PORT |
| XSMO · Invesco Exchange-Traded Fund Trust | 0.41% | 307,328 SH | Sept. 11, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.35% | 2,695 SH | Sept. 11, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.33% | 43,728 NS | April 30, 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0.31% | 13,117 NS | April 30, 2026 | N-PORT |
| SMLV · SPDR SERIES TRUST | 0.30% | 19,716 NS | June 30, 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0.26% | 19,208 SH | Sept. 11, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.25% | 12,124 NS | April 30, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.18% | 58,146 NS | April 30, 2026 | N-PORT |
| JMEE · J.P. Morgan Exchange-Traded Fund Tr… | 0.18% | 130,841 NS | June 30, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.17% | 86,938 SH | Aug. 19, 2026 | Daily |
| SLYV · SPDR SERIES TRUST | 0.17% | 211,822 NS | June 30, 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0.15% | 89,684 NS | June 30, 2026 | N-PORT |
| EES · WisdomTree Trust | 0.14% | 26,350 NS | June 30, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.14% | 100,496 NS | May 31, 2026 | N-PORT |
| DES · WisdomTree Trust | 0.12% | 65,042 NS | June 30, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.11% | 55,410 SH | Sept. 11, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.11% | 6,619 SH | Sept. 11, 2026 | Daily |
| AFSM · First Trust Exchange-Traded Fund VI… | 0.10% | 2,704 NS | May 31, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.10% | 17,959 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.10% | 35,199 SH | Aug. 19, 2026 | Daily |
| FNDA · SCHWAB STRATEGIC TRUST | 0.10% | 225,682 NS | May 31, 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.09% | 1,368 NS | April 30, 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.09% | 143,601 SH | Aug. 19, 2026 | Daily |
| SPSM · SPDR SERIES TRUST | 0.09% | 376,452 NS | June 30, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 15,659 NS | April 30, 2026 | N-PORT |
| RESM · Columbia ETF Trust I | 0.08% | 72 NS | June 30, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.08% | 53,230 SH | Sept. 11, 2026 | Daily |
| SAA · ProShares Trust | 0.07% | 500 NS | May 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.07% | 246,044 NS | April 30, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.06% | 2,058 NS | April 30, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.06% | 4,213 SH | Sept. 11, 2026 | Daily |
| IWM · iShares Trust | 0.05% | 1,075,679 SH | Sept. 11, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.05% | 23,787 SH | Sept. 11, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.05% | 1,886 NS | April 30, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.05% | 232,362 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.05% | 18,871 NS | April 30, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.04% | 303,862 NS | May 31, 2026 | N-PORT |
| RB · ProShares Trust | 0.04% | 13 NS | May 31, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.04% | 2,047 NS | May 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.04% | 150,370 NS | April 30, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.04% | 10,044 NS | May 31, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.03% | 200,441 NS | May 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.03% | 553,906 SH | Aug. 19, 2026 | Daily |
| TEXN · iShares Trust | 0.03% | 123 SH | Sept. 11, 2026 | Daily |
| UWM · ProShares Trust | 0.02% | 1,601 NS | May 31, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.02% | 12,030 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 468,733 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.02% | 872,251 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.02% | 65,671 SH | Aug. 19, 2026 | Daily |
| URTY · ProShares Trust | 0.02% | 1,624 NS | May 31, 2026 | N-PORT |
| VLU · SPDR SERIES TRUST | 0.01% | 2,706 NS | June 30, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 2,487 SH | Sept. 11, 2026 | Daily |
| MFUS · PIMCO Equity Series | 0.01% | 1,048 NS | June 30, 2026 | N-PORT |
| DTD · WisdomTree Trust | 0.01% | 5,025 NS | June 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 2,219 NS | May 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 159,452 SH | Aug. 19, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.01% | 114,962 NS | April 30, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 4,379 NS | April 30, 2026 | N-PORT |
| HDG · ProShares Trust | 0.01% | 41 NS | May 31, 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.01% | 2,518 NS | May 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.01% | 26,171 NS | April 30, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 16,686 NS | May 31, 2026 | N-PORT |
| MMTM · SPDR SERIES TRUST | 0.00% | 152 NS | June 30, 2026 | N-PORT |
| SPTM · SPDR SERIES TRUST | 0.00% | 11,527 NS | June 30, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 65,555 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 14,190 SH | Sept. 3, 2026 | Daily |
| EBI · RBB Fund Trust | 0.00% | 375 NS | May 31, 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 24,721 NS | May 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 10,005 NS | April 30, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,214,372 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 24,955 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 3,251 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 8,949 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 2,505,981 SH | Sept. 10, 2026 | Daily |
| IJS · iShares Trust | · | 364,992 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 382,084 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 5,645 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 1,777 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 9,336 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 125,560 SH | Sept. 11, 2026 | Daily |
HTH Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 11 analysts
SELL
Median target
$42.00
+8.1%
0 0.0%
Strong Buy
0 0.0%
Buy
6 54.5%
Hold
4 36.4%
Sell
1 9.1%
Strong Sell
12-Month Price Target
3 analysts · 2026-09-15Mean target $42.00 +8.1%
Low$42.00
Mean$42.00
High$42.00
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 |
|---|---|---|---|---|---|---|
| HTH | $2.02B | 12.9 | 7.8% | 12.9% | 7.6% | · |
| BUSE | · | · | · | · | · | · |
| SYBT | $1.91B | 13.7 | · | 35.3% | 13.5% | · |
| EFSC | · | · | · | · | · | · |
| NWBI | $1.75B | 13.0 | 25.3% | 19.2% | 7.1% | · |
| FCF | $1.73B | 11.5 | 9.4% | 29.1% | 9.9% | · |
| SRCE | · | 9.7 | 12.0% | 36.5% | 13.3% | · |
| TBBK | $2.86B | 13.7 | 20.8% | 161.7% | 29.4% | · |
| CHCO | · | 13.3 | 3.2% | 175.7% | 16.6% | · |
| GABC | $1.47B | 12.8 | 37.8% | 23.1% | 10.1% | · |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | · |
Latest News Recent headlines mentioning this company
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Source: SEC 10-Q filed Jul 24, 2026