KELYA Kelly Services, Inc. - Class A Common Stock

NASDAQ · Professional Services · View on SEC EDGAR ↗
$16.81
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$8–$18
90% of range
Analyst Rating
BUY
11 analysts
Price Target
$20
+19% upside
P/E (TTM)
-1.2
ROE
-23.0%
Net Profit Margin
-6.0%

About Kelly Services, Inc. - Class A Common Stock Company overview from Wikipedia

Kelly Services, Inc. is an American multinational office staffing company. The company places employees at all levels in various sectors including financial services, information technology, and law. Also, its professional services include human resource and management consulting, outsourcing, recruitment, career transition, and vendor management. Kelly Services was founded by William Russell Kelly in 1946 and is headquartered in Troy, Michigan.

Read more

Kelly Services, Inc. (formerly Russell Kelly Office Service and Kelly Girl Service, Inc.) is an American multinational office staffing company. The company places employees at all levels in various sectors including financial services, information technology, and law. Also, its professional services include human resource and management consulting, outsourcing, recruitment, career transition, and vendor management. Kelly Services was founded by William Russell Kelly in 1946 and is headquartered in Troy, Michigan.

## History

Founded in 1946 by William Russell Kelly, the company was originally named Russell Kelly Office Service. Services were provided in-house at the Kelly office. However, as customer offices grew and needed more resources, they began to ask for the Kelly employees to perform the work at their own offices. Temporary workers from Russell Kelly Office Service, often women, soon became known as ‘Kelly Girls’. Adelaide Hess Moran, the first Kelly temporary employee to work at a customer’s office, was promptly dubbed the first ‘Kelly Girl’.

The company name was changed to Kelly Girl Service, Inc. in 1957. Eventually "Kelly girl" became a widely used term for a temporary worker, regardless of company affiliation or gender. By 1966, the company had expanded to include industrial and technical services divisions and was renamed Kelly Services, Inc.

In 2008, Lynn Noyes was awarded $6.5 million in damages from Kelly Services for failing to promote her because she was not part of the Fellowship of Friends cult.

In 2015, the company reported 8,100 employees, $5.5 billion in revenue, making it one of the world's largest staffing firms. In 2018, the company reported $5.5 billion in revenue.

As of 2019, the CEO is Peter Quigley.

In May 2024, Kelly Services acquired Motion Recruitment Partners for $425 million in cash.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

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

Price
$16.81
Market Cap
—
P/E (TTM)
-1.2
EPS (TTM)
$-7.24
Revenue (TTM)
$4.25B
Div Yield
—
ROE
-23.0%
Debt/Equity
—
52W Range
$8 – $18

KELYA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $4.25B
9-point trend, -20.9%
2017-12-31 → 2025-12-28
EPS $-7.24
10-point trend, -335.1%
2017-01-01 → 2025-12-28
Free Cash Flow $114M
10-point trend, +361.9%
2017-01-01 → 2025-12-28
Margins -6.0%
8-point trend, +13.8%
2018-12-30 → 2025-12-28

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

Metric
5Y trend
KELYA
Peer Median
P/E (TTM)
5-point trend, -127.7%
-1.2
29.3

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

Metric
5Y trend
KELYA
Peer Median
Gross Margin
5-point trend, +7.2%
20.1%
41.4%
Operating Margin
5-point trend, -265.7%
-1.6%
—
Net Profit Margin
5-point trend, -288.1%
-6.0%
-4.8%
ROA
5-point trend, -282.0%
-10.4%
-7.6%
ROE
5-point trend, -292.1%
-23.0%
-14.9%
ROIC
5-point trend, -881.4%
-23.1%
—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
KELYA
Peer Median
Current Ratio
5-point trend, +6.4%
1.5
1.5
Quick Ratio
5-point trend, +6.0%
1.5
—

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

Metric
5Y trend
KELYA
Peer Median
Revenue YoY
5-point trend, -13.4%
-1.9%
—
Revenue CAGR 3Y
5-point trend, -13.4%
-5.1%
—
Revenue CAGR 5Y
5-point trend, -13.4%
-1.2%
—

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

Metric
5Y trend
KELYA
Peer Median
EPS (Diluted)
5-point trend, -285.2%
$-7.24
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
KELYA
Peer Median
Payout Ratio
5-point trend, -269.1%
-4.3%
—

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

Dividend Yield
—
Payout Ratio
-4.3%
5Y Div CAGR
—
Ex-dateAmount
May 18, 2026$0.0750
Feb. 25, 2026$0.0750
Nov. 19, 2025$0.0750
Aug. 20, 2025$0.0750
May 19, 2025$0.0750
Feb. 26, 2025$0.0750
Nov. 20, 2024$0.0750
Aug. 21, 2024$0.0750
May 17, 2024$0.0750
Feb. 26, 2024$0.0750
Nov. 21, 2023$0.0750
Aug. 22, 2023$0.0750
May 19, 2023$0.0750
Feb. 24, 2023$0.0750
Nov. 22, 2022$0.0750
Aug. 23, 2022$0.0750
May 25, 2022$0.0750
Feb. 25, 2022$0.0500
Nov. 23, 2021$0.0500
Aug. 24, 2021$0.0500

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

BUY 11 analysts
  • Strong Buy 4 36.4%
  • Buy 5 45.5%
  • Hold 2 18.2%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

3 analysts · 2026-08-14
Median target $20.00 +19.0%
Mean target $20.00 +19.0%

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

Avg Surprise
-0.10%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.37 $0.24 0.13%
March 31, 2026 $0.03 $0.08 -0.05%
Dec. 31, 2025 $0.16 $0.45 -0.29%
Sept. 30, 2025 $0.18 $0.43 -0.25%
June 30, 2025 $0.54 $0.56 -0.02%
March 31, 2025 $0.39 $0.54 -0.15%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
KELYA — -1.2 -1.9% -6.0% -23.0% 20.1%
UPWK $2.59B 23.6 2.4% 14.6% 18.6% 77.8%
KFRC — 15.8 -5.4% 2.6% 26.9% 27.2%
BBSI $912M 17.4 8.4% 4.4% 23.3% 21.0%
ALIT — -0.3 -3.0% -136.9% -115.7% 33.8%
TBI $139M -2.9 3.1% -3.0% -16.3% 22.8%
ASUR $264M -19.6 24.3% — -6.6% —
HQI — 23.4 -11.4% 20.7% 9.4% —
ADP $89.09B 20.5 6.7% 20.1% 71.0% —

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

Income Statement 16
Annual Income Statement data for KELYA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 9-point trend, -20.9% $4.25B $4.33B $4.84B $4.97B $4.91B $4.52B $5.36B $5.51B $5.37B · · ·
Cost of Revenue 12-point trend, -27.0% $3.40B $3.45B $3.87B $3.95B $3.99B $3.69B $4.39B $4.54B $4.42B $4.37B $4.60B $4.65B
Gross Profit 12-point trend, -6.1% $853M $883M $961M $1.01B $919M $828M $968M $972M $954M $906M $920M $908M
SG&A Expense 12-point trend, -6.8% $826M $818M $935M $944M $871M $806M $883M $885M $871M $843M $854M $886M
Operating Income 12-point trend, -418.7% $-70M $-15M $24M $15M $49M $-94M $82M $87M $83M $63M $67M $22M
Interest Expense 12-point trend, +313.3% $12M $11M $3M $2M $2M $3M $4M $3M $3M $4M $4M $3M
Interest Income 12-point trend, +640.0% $4M $7M $7M $2M $200.0K $600.0K $1M $800.0K $700.0K $400.0K $300.0K $500.0K
Other Non-op 12-point trend, -221.4% $-9M $-7M $600.0K $2M $-4M $3M $-1M $-600.0K $-2M $-700.0K $-4M $-3M
Pretax Income 12-point trend, -512.6% $-79M $-22M $25M $-71M $186M $-107M $116M $-9M $82M $150M $63M $19M
Income Tax 12-point trend, +2569.0% $175M $-21M $-12M $-8M $35M $-34M $400.0K $-27M $13M $30M $9M $-7M
Net Income 12-point trend, -1172.2% $-254M $-600.0K $36M $-62M $156M $-72M $112M $23M $72M $121M $54M $24M
EPS (Basic) 12-point trend, -1286.9% $-7.24 $-0.02 $0.99 $-1.64 $3.93 $-1.83 $2.85 $0.59 $1.84 $3.10 $1.39 $0.61
EPS (Diluted) 12-point trend, -1286.9% $-7.24 $-0.02 $0.98 $-1.64 $3.91 $-1.83 $2.84 $0.58 $1.81 $3.08 $1.39 $0.61
Shares (Basic) 12-point trend, -6.4% 35,100,000 35,500,000 35,900,000 38,100,000 39,400,000 39,300,000 39,100,000 38,800,000 38,300,000 38,100,000 37,800,000 37,500,000
Shares (Diluted) 12-point trend, -6.4% 35,100,000 35,500,000 36,300,000 38,100,000 39,500,000 39,300,000 39,200,000 39,100,000 39,000,000 38,400,000 37,900,000 37,500,000
EBITDA 12-point trend, -162.8% $-27M $25M $58M $48M $78M $-69M $113M $114M $106M $84M $89M $44M
Balance Sheet 24
Annual Balance Sheet data for KELYA
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -60.3% $33M $39M $126M $154M $113M $223M $26M $35M $32M $30M $42M $83M
Receivables 12-point trend, +5.9% $1.19B $1.26B $1.16B $1.49B $1.42B $1.27B $1.28B $1.29B $1.29B $1.14B $1.14B $1.12B
Prepaid Expense 12-point trend, -2.7% $47M $71M $49M $70M $53M $61M $76M $72M $65M $47M $46M $48M
Current Assets 12-point trend, -1.5% $1.27B $1.37B $1.63B $1.72B $1.59B $1.55B $1.41B $1.40B $1.38B $1.21B $1.23B $1.29B
PP&E (Net) 12-point trend, -78.0% $20M $26M $25M $28M $35M $41M $43M $86M $86M $81M $89M $93M
PP&E (Gross) 12-point trend, -65.2% $125M $140M $138M $167M $205M $222M $226M $295M $292M $270M $362M $360M
Accum. Depreciation 12-point trend, -60.8% $105M $114M $114M $139M $170M $181M $183M $208M $206M $189M $273M $267M
Goodwill 12-point trend, +123.8% $202M $304M $151M $151M $115M $4M $128M $107M $107M $88M $90M $90M
Intangibles 12-point trend, +8277.8% $226M $256M $138M $159M $122M $56M $50M $16M $18M $600.0K $1M $3M
Other Non-current Assets 12-point trend, -87.4% $38M $45M $43M $403M $389M $320M $324M $265M $272M $349M $335M $300M
Total Assets 12-point trend, +17.3% $2.25B $2.63B $2.58B $2.66B $2.89B $2.56B $2.48B $2.31B $2.38B $2.03B $1.94B $1.92B
Accounts Payable 12-point trend, +73.5% $631M $614M $646M $723M $687M $537M $504M $541M $538M $455M $406M $364M
Short-term Debt 10-point trend, -100.0% · · $0 $700.0K $0 $300.0K $2M $2M $10M $0 $56M $92M
Current Liabilities 12-point trend, -4.5% $822M $826M $1.02B $1.13B $1.10B $926M $884M $898M $926M $771M $816M $860M
Capital Leases 8-point trend, +44900000.00 $45M $51M $43M $55M $61M $68M $43M $0 · · · ·
Deferred Tax 9-point trend, -97.9% · · · $500.0K $72M $40M $43M $32M $61M $34M $37M $24M
Other Non-current Liabilities 12-point trend, -80.7% $8M $7M $7M $11M $87M $59M $56M $44M $72M $42M $47M $39M
Long-term Debt 3-point trend, +101900000.00 $102M $239M $0 · · · · · · · · ·
Total Debt 10-point trend, -100.0% · · $0 $700.0K $0 $300.0K $2M $2M $10M $0 $56M $92M
Paid-in Capital 12-point trend, +45.8% $36M $34M $31M $28M $24M $21M $22M $24M $32M $29M $25M $25M
Retained Earnings 12-point trend, +25.8% $965M $1.23B $1.24B $1.22B $1.31B $1.16B $1.24B $1.14B $984M $924M $814M $767M
AOCI 12-point trend, -99.4% $300.0K $-7M $200.0K $-8M $-28M $-4M $-16M $-17M $131M $59M $61M $51M
Stockholders' Equity 12-point trend, +17.1% $976M $1.23B $1.25B $1.25B $1.34B $1.20B $1.26B $1.16B $1.15B $1.01B $895M $834M
Liabilities + Equity 12-point trend, +17.3% $2.25B $2.63B $2.58B $2.66B $2.89B $2.56B $2.48B $2.31B $2.38B $2.03B $1.94B $1.92B
Cash Flow 17
Annual Cash Flow data for KELYA
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +95.4% $42M $40M $34M $33M $30M $24M $32M $26M $23M $21M $22M $22M
Stock-based Comp 12-point trend, +132.1% $12M $12M $10M $8M $5M $4M $6M $8M $9M $10M $8M $5M
Deferred Tax 12-point trend, +728.7% $168M $-28M $-25M $-72M $22M $-57M $-18M $-48M $-6M $7M $-12M $-27M
Amort. of Intangibles 8-point trend, +3578.6% · $52M $40M $37M · · · $2M $900.0K $600.0K $900.0K $1M
Restructuring 9-point trend, -45.0% · $7M $41M $2M · $13M $6M · $2M $3M $0 $12M
Other Non-cash 12-point trend, +180.4% $154M $-74M $20M $-124M $-138M $407M $-56M $10M $-56M $-160M $-93M $-191M
Operating Cash Flow 12-point trend, +275.1% $123M $27M $77M $-76M $85M $186M $102M $61M $71M $40M $25M $-70M
CapEx 12-point trend, -60.8% $8M $11M $15M $12M $11M $16M $20M $26M $25M $13M $17M $22M
Investing Cash Flow 12-point trend, +182.0% $22M $-362M $-14M $168M $-181M $10M $-94M $-30M $-61M $11M $-18M $-27M
Debt Issued 4-point trend, +1598000000.00 $1.60B $1.34B $0 $0 · · · · · · · ·
Net Debt Issued 2-point trend, +19.2% $1.60B $1.34B · · · · · · · · · ·
Dividends Paid 12-point trend, +44.7% $11M $11M $11M $11M $4M $3M $12M $12M $12M $11M $8M $8M
Financing Cash Flow 12-point trend, -384.6% $-161M $215M $-60M $-51M $-8M $-8M $-16M $-26M $-3M $-69M $-44M $57M
Net Change in Cash 12-point trend, +81.5% $-8M $-122M $5M $43M $-109M $197M $-9M $3M $3M $-12M $-41M $-43M
Taxes Paid 12-point trend, -58.7% $4M $11M $9M $61M $14M $26M $18M $18M $20M $24M $24M $11M
Free Cash Flow 12-point trend, +224.4% $114M $16M $61M $-88M $74M $170M $82M $36M $47M $25M $7M $-92M
Levered FCF 12-point trend, +177.2% $74M $16M $57M $-90M $72M $168M $78M $42M $44M $22M $3M $-96M
Profitability 8
Annual Profitability data for KELYA
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 8-point trend, +13.8% 20.1% 20.4% 19.9% 20.4% 18.7% 18.3% 18.1% 17.6% · · · ·
Operating Margin 8-point trend, -203.1% -1.6% -0.35% 0.50% 0.30% 0.99% -2.1% 1.5% 1.6% · · · ·
Net Margin 8-point trend, -1523.8% -6.0% -0.01% 0.75% -1.3% 3.2% -1.6% 2.1% 0.42% · · · ·
Pretax Margin 8-point trend, -988.2% -1.8% -0.51% 0.51% -1.4% 3.8% -2.4% 2.2% -0.17% · · · ·
EBITDA Margin 8-point trend, -131.1% -0.64% 0.58% 1.2% 0.97% 1.6% -1.5% 2.1% 2.1% · · · ·
ROA 12-point trend, -913.3% -10.4% -0.02% 1.4% -2.2% 5.7% -2.9% 4.7% 0.98% 3.2% 6.1% 2.8% 1.3%
ROE 12-point trend, -903.5% -23.0% -0.05% 2.9% -5.0% 12.0% -6.1% 8.9% 1.9% 6.3% 11.9% 6.1% 2.9%
ROIC 12-point trend, -782.0% -23.1% -0.03% 2.8% 1.1% 2.9% -5.3% 6.4% -14.2% 6.0% 5.0% 6.0% 3.4%
Liquidity & Solvency 4
Annual Liquidity & Solvency data for KELYA
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +3.0% 1.5 1.7 1.6 1.5 1.5 1.7 1.6 1.6 1.5 1.6 1.5 1.5
Quick Ratio 12-point trend, +6.0% 1.5 1.6 1.3 1.5 1.4 1.6 1.5 1.5 1.4 1.5 1.4 1.4
Debt / Equity 10-point trend, -100.0% · · 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.1 0.1
Interest Coverage 12-point trend, -177.1% -5.6 -1.4 7.6 7.0 19.4 -31.2 19.5 28.2 30.9 16.6 17.6 7.3
Efficiency 2
Annual Efficiency data for KELYA
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, -25.9% 1.7 1.7 1.8 1.8 1.8 1.8 2.2 2.4 · · · ·
Receivables Turnover 8-point trend, -18.6% 3.5 3.6 3.6 3.4 3.7 3.5 4.2 4.3 · · · ·
Per Share 4
Annual Per Share data for KELYA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share 8-point trend, -14.1% $121.11 $122.02 $133.21 $130.33 $124.30 $114.91 $136.62 $141.02 · · · ·
Cash Flow / Share 12-point trend, +287.1% $3.49 $0.76 $2.11 $-2.00 $2.15 $4.73 $2.61 $1.57 $1.83 $0.97 $0.62 $-1.87
Dividend Paid / Share 6-point trend, +50.0% · · · · · · $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, -1286.9% $-7.24 $-0.02 $0.98 $-1.64 $3.91 $-1.83 $2.84 $0.58 $1.81 $3.08 $1.39 $0.61
Growth Rates 4
Annual Growth Rates data for KELYA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -121.4% -1.9% -10.4% -2.6% 1.1% 8.7% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -318.6% -5.1% -4.1% 2.3% · · · · · · · · ·
Revenue CAGR 5Y -1.2% · · · · · · · · · · ·
Dividend CAGR 5Y 29.7% · · · · · · · · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for KELYA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 9-point trend, -20.9% $4.25B $4.33B $4.84B $4.97B $4.91B $4.52B $5.36B $5.51B $5.37B · · ·
Net Income TTM 12-point trend, -1172.2% $-254M $-600.0K $36M $-62M $156M $-72M $112M $23M $72M $121M $54M $24M
P/E 12-point trend, -104.3% -1.2 -659.0 22.1 -10.3 4.3 -11.2 7.8 34.9 15.1 7.4 11.6 27.9
Earnings Yield 12-point trend, -2442.3% -84.1% -0.15% 4.5% -9.7% 23.3% -8.9% 12.8% 2.9% 6.6% 13.4% 8.6% 3.6%
Payout Ratio 12-point trend, -113.5% -4.3% -1816.7% 30.2% -17.0% 2.6% -4.2% 10.6% 51.5% 16.2% 8.9% 14.3% 32.1%
Annual Payout 12-point trend, +44.7% $11M $11M $11M $11M $4M $3M $12M $12M $12M $11M $8M $8M

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

Income Statement
2025-12-282024-12-292023-12-312023-01-012022-01-02
Revenue $4.25B$4.33B$4.84B$4.97B$4.91B
Gross Margin % 20.1%20.4%19.9%20.4%18.7%
Operating Margin % -1.6%-0.35%0.50%0.30%0.99%
Net Income $-254M$-600.0K$36M$-62M$156M
Diluted EPS $-7.24$-0.02$0.98$-1.64$3.91
Balance Sheet
2025-12-282024-12-292023-12-312023-01-012022-01-02
Debt / Equity ——0.00.00.0
Current Ratio 1.51.71.61.51.5
Quick Ratio 1.51.61.31.51.4
Cash Flow
2025-12-282024-12-292023-12-312023-01-012022-01-02
Free Cash Flow $114M$16M$61M$-88M$74M

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Institutional owners (13F) 186 filers · $264.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
39 (+5 vs prior Q) 17 (-14 vs prior Q) 63 (+6 vs prior Q) 40 (-6 vs prior Q) +2.2M

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
PRIVATE MANAGEMENT GROUP INC $18,266,807 1,487,525 6.90% Shares
VANGUARD CAPITAL MANAGEMENT LLC $15,990,230 1,302,136 6.04% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $15,238,129 1,240,890 5.76% Shares
GATE CITY CAPITAL MANAGEMENT, LLC $15,095,337 1,229,262 5.70% Shares
AMERICAN CENTURY COMPANIES INC $14,773,650 1,203,066 5.58% Shares
DIMENSIONAL FUND ADVISORS LP $13,976,060 1,138,116 5.28% Shares
JB CAPITAL PARTNERS LP $9,440,373 768,760 3.57% Shares
Pacific Ridge Capital Partners, LLC $9,380,520 763,886 3.54% Shares
GEODE CAPITAL MANAGEMENT, LLC $8,407,645 684,481 3.18% Shares
STATE STREET CORP $8,400,134 684,050 3.17% Shares
KENNEDY CAPITAL MANAGEMENT LLC $8,145,815 663,340 3.08% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $6,729,158 547,977 2.54% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $6,517,868 530,771 2.46% Shares
FIFTH THIRD BANCORP $6,024,690 490,610 2.28% Shares
DONALD SMITH & CO., INC. $5,704,109 464,504 2.16% Shares
TWO SIGMA INVESTMENTS, LP $5,303,118 431,850 2.00% Shares
Foundry Partners, LLC $4,858,084 368,875 1.84% Shares
JPMORGAN CHASE & CO $4,739,234 368,812 1.79% Shares
TWO SIGMA ADVISERS, LP $4,328,720 491,900 1.64% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $4,311,312 351,084 1.63% Shares
Bank of New York Mellon Corp $3,644,753 296,804 1.38% Shares
COMERICA BANK $3,354,991 381,249 1.27% Shares
Quantinno Capital Management LP $3,174,036 258,472 1.20% Shares
Minerva Advisors LLC $3,108,829 253,162 1.17% Shares
Verition Fund Management LLC $3,070,000 250,000 1.16% Shares
Vanguard Global Advisers, LLC $3,042,554 247,765 1.15% Shares
VANGUARD FIDUCIARY TRUST CO $2,575,239 209,710 0.97% Shares
AMERIPRISE FINANCIAL INC $2,421,604 197,199 0.91% Shares
Peapod Lane Capital LLC $2,363,421 192,461 0.89% Shares
Prescott Group Capital Management, L.L.C. $2,221,661 180,917 0.84% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,856,736 151,200 0.70% Call option
Shay Capital LLC $1,719,200 140,000 0.65% Shares
UBS Group AG $1,552,290 126,408 0.59% Shares
IEQ CAPITAL, LLC $1,497,450 121,942 0.57% Shares
VICTORY CAPITAL MANAGEMENT INC $1,479,740 120,500 0.56% Shares
RENAISSANCE TECHNOLOGIES LLC $1,474,926 120,108 0.56% Shares
GOLDMAN SACHS GROUP INC $1,455,033 118,488 0.55% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $1,385,368 112,815 0.52% Shares
Robeco Institutional Asset Management B.V. $1,300,354 105,892 0.49% Shares
Mariner, LLC $1,282,839 104,464 0.48% Shares
Trexquant Investment LP $1,273,092 103,672 0.48% Shares
FMR LLC $1,234,128 100,499 0.47% Shares
RBF Capital, LLC $1,228,000 100,000 0.46% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1,148,819 93,552 0.43% Shares
MILLENNIUM MANAGEMENT LLC $1,127,279 91,798 0.43% Shares
Daytona Street Capital LLC $1,098,668 81,000 0.42% Shares
AXA Investment Managers S.A. $1,036,454 78,998 0.39% Shares
CWM, LLC $1,023,373 115,635 0.39% Shares
RAYMOND JAMES FINANCIAL INC $976,260 79,500 0.37% Shares
D. E. Shaw & Co., Inc. $816,645 66,502 0.31% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $755,453 61,519 0.29% Shares
STRS OHIO $731,888 59,600 0.28% Shares
CANADA PENSION PLAN INVESTMENT BOARD $671,716 54,700 0.25% Shares
Beartown Capital Management, LLC $627,066 51,064 0.24% Shares
RAFFLES ASSOCIATES LP $614,000 50,000 0.23% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $605,540 44,689 0.23% Shares
BANK OF AMERICA CORP /DE/ $592,633 48,260 0.22% Shares
Connor, Clark & Lunn Investment Management Ltd. $588,900 47,956 0.22% Shares
MARTINGALE ASSET MANAGEMENT L P $519,727 42,323 0.20% Shares
ExodusPoint Capital Management, LP $493,545 40,191 0.19% Shares
Cubist Systematic Strategies, LLC $487,771 37,178 0.18% Shares
BUCKHEAD CAPITAL MANAGEMENT LLC $477,692 38,900 0.18% Shares
RHUMBLINE ADVISERS $460,676 37,515 0.17% Shares
MERCER GLOBAL ADVISORS INC /ADV $443,635 36,127 0.17% Shares
Grantham, Mayo, Van Otterloo & Co. LLC $441,454 35,949 0.17% Shares
Russell Investments Group, Ltd. $402,580 32,783 0.15% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $400,328 32,600 0.15% Put option
Cetera Investment Advisers $392,433 31,957 0.15% Shares
PANAGORA ASSET MANAGEMENT INC $389,595 31,726 0.15% Shares
Engineers Gate Manager LP $383,259 31,210 0.14% Shares
ADW Capital Management, LLC $368,400 30,000 0.14% Shares
State of Wyoming $362,444 29,515 0.14% Shares
DEUTSCHE BANK AG\ $345,350 28,123 0.13% Shares
PRELUDE CAPITAL MANAGEMENT, LLC $342,882 27,922 0.13% Shares
BAILARD, INC. $340,156 27,700 0.13% Shares
PRUDENTIAL FINANCIAL INC $338,105 27,533 0.13% Shares
AlphaQuest LLC $336,794 38,272 0.13% Shares
Vident Advisory, LLC $328,748 26,771 0.12% Shares
Marquette Asset Management, LLC $318,347 25,924 0.12% Shares
WELLS FARGO & COMPANY/MN $308,633 25,133 0.12% Shares
CITADEL ADVISORS LLC $302,088 24,600 0.11% Put option
BARCLAYS PLC $300,283 24,453 0.11% Shares
FEDERATED HERMES, INC. $296,243 24,124 0.11% Shares
ALLIANCEBERNSTEIN L.P. $292,351 33,034 0.11% Shares
Toroso Investments, LLC $283,738 32,243 0.11% Shares
Callan Family Office, LLC $283,300 23,070 0.11% Shares
Cambria Investment Management, L.P. $281,040 22,886 0.11% Shares
CITADEL ADVISORS LLC $278,756 22,700 0.11% Call option
Sanctuary Advisors, LLC $268,629 21,875 0.10% Shares
Cerity Partners LLC $263,320 21,443 0.10% Shares
CITADEL ADVISORS LLC $256,763 20,909 0.10% Shares
Blue Trust, Inc. $245,600 20,000 0.09% Shares
Corient Private Wealth LP $245,037 19,954 0.09% Shares
Mraz, Amerine & Associates, Inc. $243,144 19,800 0.09% Shares
Empowered Funds, LLC $231,343 18,839 0.09% Shares
MORGAN STANLEY $225,596 18,371 0.09% Shares
MACKENZIE FINANCIAL CORP $223,742 18,220 0.08% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $222,243 18,098 0.08% Shares
Quadrature Capital Ltd $220,844 17,984 0.08% Shares
FIRST TRUST ADVISORS LP $217,359 17,700 0.08% Shares

Company insiders 58 insiders · 32 officers · 25 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Christopher D. Layden President, and CEO March 24, 2026 P 100 2 0 $88,952
Peter Quigley President and CEO March 21, 2025 F 433,372 0 0 $0
Carl T Camden President and CEO Feb. 23, 2017 S 455,699 0 0 $0
Troy R Anderson Executive Vice President, CFO Feb. 11, 2026 F 229,486 0 0 $0
Vanessa Peterson Williams EVP, Gen Counsel & Corp Sec May 14, 2026 S 82,355 0 1 $-293,390
Joel Leege SVP, President SET April 15, 2026 A 34,885 0 0 $0
Nicola M Soares Senior Vice President March 21, 2026 F 76,285 0 1 $-368,143
Tammy L Browning Senior Vice President Feb. 15, 2026 F 110,830 0 0 $0
Nicholas Zuhlke VP, Chief Accounting Officer Feb. 10, 2026 A 24,482 0 0 $0
Daniel H Malan Senior Vice President Sept. 25, 2025 S 79,791 0 3 $-353,382
Timothy L Dupree Senior Vice President March 21, 2025 F 41,084 0 0 $0
Laura S Lockhart VP, Corporate Controller & CAO Feb. 16, 2025 F 23,669 0 0 $0
Olivier Thirot Executive Vice President March 7, 2024 S 174,793 0 0 $0
Dinette Koolhaas Senior Vice President Feb. 13, 2024 A 46,042 0 0 $0
Amy J Bouque SVP, Chief People Officer Aug. 14, 2023 F 34,110 0 0 $0
Peter M Boland SVP, Chief Marketing Officer Aug. 14, 2023 F 38,796 0 0 $0
James Polehna Corporate Secretary Aug. 14, 2023 F 29,815 0 0 $0
Darren Simons SVP and Chief Digital Officer March 21, 2023 A 44,909 0 0 $0
James H Bradley Senior Vice President Dec. 7, 2021 S 22,387 0 0 $0
Janis N Acosta VP, Interim General Counsel Feb. 16, 2021 A 5,203 0 0 $0
Debra L Thorpe Senior Vice President Feb. 15, 2021 F 26,868 0 0 $0
Hannah S. Lim-Johnson General Counsel Feb. 14, 2020 F 11,490 0 0 $0
Teresa Carroll Executive Vice President May 10, 2019 F 84,228 0 0 $0
Steven Shelby Armstrong Senior Vice President Feb. 17, 2018 F 40,900 0 0 $0
Antonina M Ramsey Senior Vice President May 17, 2017 S 47,678 0 0 $0
Natalia Shuman-Fabbri Senior Vice President Feb. 17, 2017 F 51,437 0 0 $0
Patricia A Little Executive Vice President March 13, 2015 G 66,312 0 0 $0
Michael E Debs Senior Vice President Dec. 1, 2014 F 67,399 0 0 $0
Michael S Webster Executive Vice President Dec. 1, 2014 F 123,827 0 0 $0
Michael L Durik EVP & Chief Admin. Officer June 1, 2010 F 78,568 0 0 $0
Arlene G Grimsley Executive Vice President June 2, 2004 F 23,596 0 0 $0
George M Reardon SVP & General Counsel June 2, 2004 F 14,303 0 0 $0
Ryan B. Mccrory Director May 7, 2026 A 15,463 0 0 $0
Michael J. Wartell Director May 7, 2026 A — 0 0 $0
George Haywood Young III Director May 7, 2026 A — 0 0 $0
Amala Duggirala Director May 7, 2026 A — 0 0 $0
James Christopher Hunt Director May 7, 2026 A 29,976 4 0 $236,780
Angela Brock-Kyle Director May 7, 2026 A 100 1 0 $1,477
Edward Escudero Director May 7, 2026 A 3,732 0 0 $0
Leslie A Murphy Director May 7, 2026 A 31,477 0 1 $-400
James K Hunt Director May 7, 2026 A 19,195 0 0 $0
Robert S Cubbin Director May 7, 2026 A 10,830 0 0 $0
Inamarie Johnson Director May 8, 2025 A — 0 0 $0
Terrence B Larkin Director May 8, 2025 A 74,886 0 0 $0
George S Corona Director May 8, 2025 A 68,039 0 0 $0
Gerald S Adolph Director May 8, 2025 A 100 0 0 $0
Donald R Parfet Director May 9, 2024 A 100,296 0 0 $0
Jane E Dutton Director Dec. 13, 2021 S 10,861 0 0 $0
Carol M Adderley Director May 18, 2021 A 160,748 0 0 $0
Joseph B White Director Feb. 21, 2017 S 15,296 0 0 $0

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

Activists & 5%+ owners 6 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Hunt Equity Opportunities, LLC, HEO Finance, LLC, Hunt ELP, Ltd., HB GP, LLC, Hunt Company, LLC, Hunt Companies, Inc., Woody L. Hunt, James Christopher Hunt ×2 filings May 19, 2026 92.20% Amendment Passive investment SEC
TERENCE E. ADDERLEY REVOCABLE TRUST K, Andrew H. Curoe, David P. Larsen, William U. Parfet ×5 filings Jan. 30, 2026 1.30% Amendment — SEC
Terence E. Adderley ×6 filings Dec. 18, 2015 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 5, 2014 — Initial filing — SEC
Verne G. Istock, a former successor Individual Co-Trustee of the Terence E. Adderley Revocable Living Trust B Dated March 4, 2002, as amended., Carl T. Camden, a former successor Individual Co-Trustee of the Terence E. Adderley Revocable Living Trust B Dated March 4, 2002, as amended, B. Joseph White, a former successor Individual Co-Trustee of the Terence E. Adderley Revocable Living Trust B Dated March 4, 2002, as amended June 1, 2006 — Initial filing — SEC
Verne G. Istock, as a successor Individual Co-Trustee of the Terence E. Adderley Revocable Living Trust B Dated March 4, 2002, as amended, Carl T. Camden, as a successor Individual Co-Trustee of the Terence E. Adderley Revocable Living Trust B Dated March 4, 2002, as amended, B. Joseph White, as a successor Individual Co-Trustee of the Terence E. Adderley Revocable Living Trust B Dated March 4, 2002, as amended March 13, 2006 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 41 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
AFSM · First Trust Exchange-Traded Fund VI… 0.16% 13,743 NS May 31, 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.13% 1,005,570 NS May 31, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.05% 44,996 NS May 31, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.04% 903,140 NS May 31, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.02% 50,072 NS May 31, 2026 N-PORT
SFGV · EA Series Trust 0.02% 18,864 NS May 29, 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.01% 11,828 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.01% 13,315 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.01% 1,445 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.01% 151,290 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.01% 102,605 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.01% 53,813 NS April 30, 2026 N-PORT
UWM · ProShares Trust 0.01% 1,129 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.00% 68,596 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.00% 1,144 NS May 31, 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.00% 1,016 NS May 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 4,800 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 1,168 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 29 NS May 31, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 15,268 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 50,066 NS April 30, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 2,700 NS April 30, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 23,385 NS May 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 2,549 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 1,604 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTI · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND — — July 30, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND — — July 30, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND — — July 30, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
ITOT · iShares Trust — — July 22, 2026 Daily
IWV · iShares Trust — — Aug. 18, 2026 Daily
IWN · iShares Trust — — Aug. 17, 2026 Daily
IWM · iShares Trust — — Aug. 18, 2026 Daily
IWC · iShares Trust — — Aug. 18, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust — — July 16, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… — — July 13, 2026 Daily
VIS · VANGUARD WORLD FUND — — July 20, 2026 Daily