ONB Old National Bancorp - Common Stock
About Old National Bancorp - Common Stock Company overview from Wikipedia
Old National Bank is an American regional bank with nearly 200 retail branches operated by Old National Bancorp and based in Chicago and Evansville, Indiana. With assets at $48.5 billion and 250 banking centers, Old National Bancorp is the largest financial services bank holding company headquartered in Indiana and one of the top 30 banking companies in the U.S. Old National Bank has locations in Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin.
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Old National Bank is an American regional bank with nearly 200 retail branches operated by Old National Bancorp and based in Chicago and Evansville, Indiana. With assets at $48.5 billion and 250 banking centers, Old National Bancorp is the largest financial services bank holding company headquartered in Indiana and one of the top 30 banking companies in the U.S. Old National Bank has locations in Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin.
History
The bank was founded in 1834.
In November 1995, Old National acquired the Greencastle-based First United Savings Bank for $18 million in stock. In the following year, Old National acquired the Bloomington-based Workingmens Capital Holdings with its Workingmens Federal Savings Bank subsidiary for an undisclosed amount in stock.
In 2009, Charter One's Indiana bank branches became Old National Bank after Old National Bank bought Charter One's Indiana operations. In January 2011, Old National acquired Bloomington-based Monroe Bancorp with its Monroe Bank subsidiary for $90 million in stock. Later that year, Integra Bank was closed by the Federal Deposit Insurance Corporation and all deposit accounts, excluding certain brokered deposits, were transferred to Old National. In 2012, Old National acquired 24 retail bank branches of Bank of America in Indiana and Michigan. In 2014, Old National acquired four banks: Tower Bank in Fort Wayne, Indiana, United Bank in Ann Arbor, Michigan, Lafayette Savings Bank in Lafayette, Indiana, and Founders Bank & Trust in Grand Rapids, Michigan.
In May 2016, AnchorBank, the third-largest bank based in Wisconsin, was bought by Old National for approximately $461 million.
In August 2017, Old National agreed to buy Anchor Bank of Minnesota for $303 million. The acquisition will add 17 locations in the Twin Cities and 1 in Mankato plus $1.7 billion in deposits and $2.1 billion in assets. In June 2018, KleinBank, based in Chaska, Minnesota, announced its 21 locations were being acquired by Old National, increasing Old National's presence in the western suburbs of Minneapolis.
In 2021, Old National merged with First Midwest Bancorp, combining the companies' assets, retaining the Old National name, and maintaining headquarters in Chicago and Evansville.
On April 10, 2023, a mass shooting at the Louisville, Kentucky branch resulted in five fatalities (all employees) and eight other injured people, including a rookie police officer. The injured officer's partner subsequently killed the perpetrator, who was a current bank employee.
In 2024, it was announced that CapStar Financial Holdings Inc. merged its operations with those of the bank. As a result, CapStar Bank became a division of Old National Bank.
On November 25, 2024, Old National announced its purchase of Minnesota-based Bremer Bank in a $1.4 billion sale which was finalized in October, 2025. The merger created a combined bank worth $70 billion.
Services
The company offers retail banking (checking accounts, savings accounts and certificates of deposit, consumer loans including home mortgages, and small business banking & lending), business or commercial banking (checking accounts, savings accounts & CDs, commercial loans and lines of credit, credit cards, capital markets, treasury management, and merchant services), and wealth management, investment, trust and retirement products and services.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
ONB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
ONB 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 |
|---|---|
| June 5, 2026 | $0.1450 |
| March 5, 2026 | $0.1450 |
| Dec. 5, 2025 | $0.1400 |
| Sept. 5, 2025 | $0.1400 |
| June 5, 2025 | $0.1400 |
| March 5, 2025 | $0.1400 |
| Dec. 5, 2024 | $0.1400 |
| Sept. 5, 2024 | $0.1400 |
| June 5, 2024 | $0.1400 |
| March 4, 2024 | $0.1400 |
| Nov. 30, 2023 | $0.1400 |
| Aug. 31, 2023 | $0.1400 |
| May 31, 2023 | $0.1400 |
| Feb. 28, 2023 | $0.1400 |
| Nov. 30, 2022 | $0.1400 |
| Aug. 31, 2022 | $0.1400 |
| May 31, 2022 | $0.1400 |
| March 3, 2022 | $0.1400 |
| Dec. 3, 2021 | $0.1400 |
| Aug. 31, 2021 | $0.1400 |
ONB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 2 13.3%
- Buy 8 53.3%
- Hold 5 33.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
11 analysts · 2026-08-13Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.65 | $0.64 | 0.01% |
| March 31, 2026 | $0.61 | $0.61 | -0.00% |
| Dec. 31, 2025 | $0.62 | $0.60 | 0.02% |
| Sept. 30, 2025 | $0.59 | $0.57 | 0.02% |
| June 30, 2025 | $0.53 | $0.52 | 0.01% |
| March 31, 2025 | $0.45 | $0.43 | 0.02% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ONB | $8.69B | 12.5 | — | 26.5% | 8.1% | — |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | — |
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
| WTFC | $9.36B | 12.3 | 5.9% | 310.1% | 11.4% | — |
| SSB | $9.33B | 12.0 | 56.1% | 29.8% | 8.9% | — |
| CFR | — | 12.8 | 8.3% | 29.0% | 14.8% | — |
| ZION | $8.64B | 9.7 | 3.6% | 135.8% | 13.1% | — |
| COLB | $8.26B | 12.2 | 18.8% | 310.7% | 8.5% | — |
| PB | $6.43B | 12.1 | 4.8% | 43.4% | 7.1% | — |
| WAL | — | 9.6 | 99.7% | 713.6% | 13.5% | — |
| BOKF | $7.18B | 12.9 | 6.1% | 26.6% | 10.1% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | $126M | $118M | $131M | $127M | $122M | $137M | |
| Interest Expense | · | · | $704M | $126M | $42M | $67M | $126M | $94M | $58M | $44M | |
| Interest Income | $3.27B | $2.60B | $2.21B | $1.45B | $639M | $663M | $730M | $632M | $495M | $447M | |
| Pretax Income | $841M | $680M | $751M | $545M | $339M | $256M | $290M | $209M | $169M | $200M | |
| Income Tax | $172M | $141M | $169M | $116M | $61M | $29M | $52M | $18M | $73M | $66M | |
| Net Income | $669M | $539M | $582M | $428M | $278M | $226M | $238M | $191M | $96M | $134M | |
| EPS (Basic) | $1.80 | $1.69 | $1.95 | $1.51 | $1.68 | $1.37 | $1.39 | $1.23 | $0.69 | $1.05 | |
| EPS (Diluted) | $1.79 | $1.68 | $1.94 | $1.50 | $1.67 | $1.36 | $1.38 | $1.22 | $0.69 | $1.05 | |
| Shares (Basic) | 363,513,000 | 309,499,000 | 290,748,000 | 275,179,000 | 165,178,000 | 165,509,000 | 171,907,000 | 155,675,000 | 137,821,000 | 127,705,000 | |
| Shares (Diluted) | 365,464,000 | 311,001,000 | 291,855,000 | 276,688,000 | 165,929,000 | 166,177,000 | 172,687,000 | 156,539,000 | 138,513,000 | 128,301,000 |
Balance Sheet 15
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.83B | $1.23B | $1.18B | $728M | $822M | $590M | $276M | $317M | $290M | $256M | |
| PP&E (Net) | · | · | · | · | · | · | $491M | $486M | $458M | $430M | |
| PP&E (Gross) | · | · | · | · | · | · | $617M | $594M | $550M | $525M | |
| Accum. Depreciation | · | · | · | · | · | · | $126M | $109M | $92M | $95M | |
| Goodwill | $2.43B | $2.18B | $2.00B | $2.00B | $1.04B | $1.04B | $1.04B | $1.04B | $828M | $655M | |
| Intangibles | $482M | $121M | $102M | $126M | $35M | $46M | $60M | $77M | $53M | $38M | |
| Total Assets | $72.15B | $53.55B | $49.09B | $46.76B | $24.45B | $22.96B | $20.41B | $19.73B | $17.52B | $14.86B | |
| Total Liabilities | $63.66B | $47.21B | $43.53B | $41.63B | $21.44B | $19.99B | $17.56B | $17.04B | $15.36B | $13.05B | |
| Long-term Debt | · | · | · | · | · | · | · | · | $249M | $219M | |
| Common Stock | $390M | $319M | $293M | $293M | $166M | $165M | $170M | $175M | $152M | $135M | |
| Retained Earnings | $2.41B | $1.97B | $1.62B | $1.22B | $968M | $784M | $682M | $528M | $413M | $390M | |
| AOCI | $-479M | $-746M | $-739M | $-786M | $-2M | $148M | $56M | $-45M | $-50M | $-59M | |
| Stockholders' Equity | $8.49B | $6.34B | $5.56B | $5.13B | $3.01B | $2.97B | $2.85B | $2.69B | $2.15B | $1.81B | |
| Liabilities + Equity | $72.15B | $53.55B | $49.09B | $46.76B | $24.45B | $22.96B | $20.41B | $19.73B | $17.52B | $14.86B | |
| Shares Outstanding | 389,662,000 | 318,980,000 | 292,655,000 | 292,903,000 | 165,838,000 | 165,367,000 | 169,616,000 | 175,141,000 | 152,040,000 | 135,159,000 |
Cash Flow 15
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $38M | $32M | $28M | $29M | $7M | $8M | $8M | $8M | $6M | $7M | |
| Deferred Tax | $82M | $20M | $11M | $-23M | $21M | $3M | $25M | $993.0K | $73M | $40M | |
| Amort. of Intangibles | $79M | $28M | $24M | $26M | $11M | $14M | $17M | $14M | $12M | $12M | |
| Operating Cash Flow | $681M | $622M | $516M | $814M | $330M | $220M | $234M | $234M | $250M | $25M | |
| CapEx | $44M | $30M | $38M | $38M | $49M | $31M | $37M | $33M | $37M | $225M | |
| Investing Cash Flow | $-1.83B | $-1.37B | $-1.82B | $-1.69B | $-1.43B | $-2.14B | $-525M | $-271M | $-536M | $-641M | |
| Stock Issued | · | $1M | $1M | $809.0K | $583.0K | $577.0K | $567.0K | $497.0K | $404.0K | $388.0K | |
| Stock Repurchased | $72M | $9M | $44M | $71M | $4M | $82M | $102M | $2M | $3M | $2M | |
| Net Stock Activity | $-72M | $-8M | $-43M | $-70M | $-3M | $-82M | $-102M | $-1M | $-2M | $-2M | |
| Dividends Paid | $225M | $191M | $180M | $178M | $93M | $93M | $89M | $82M | $73M | $68M | |
| Financing Cash Flow | $1.75B | $803M | $1.75B | $777M | $1.33B | $2.24B | $251M | $64M | $321M | $652M | |
| Net Change in Cash | $598M | $53M | $447M | $-94M | $232M | $313M | $-41M | $27M | $35M | $36M | |
| Taxes Paid | $154M | $101M | $190M | $66M | $32M | $24M | $5M | $-3M | $4M | $24M | |
| Free Cash Flow | $637M | $592M | $478M | $777M | $282M | $189M | $196M | $201M | $253M | $-143M | |
| Levered FCF | · | · | $-67M | $677M | $247M | $129M | $93M | $115M | $220M | $-172M |
Profitability 4
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.5% | 28.6% | 31.7% | 24.8% | 220.9% | 191.2% | 182.1% | 149.8% | 15.4% | 20.5% | |
| Pretax Margin | 33.3% | 36.1% | 40.9% | 31.5% | 269.8% | 215.8% | 222.0% | 163.8% | 27.2% | 30.6% | |
| ROA | 1.1% | 1.1% | 1.2% | 1.2% | 1.2% | 1.0% | 1.2% | 1.0% | 0.59% | 0.91% | |
| ROE | 8.1% | 8.5% | 10.8% | 8.5% | 9.2% | 7.7% | 8.4% | 7.8% | 4.7% | 7.4% |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Growth Rates 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | · | · | · | · | 6.1% | · | · | · | · | · | |
| EPS YoY | 6.6% | -13.4% | 29.3% | -10.2% | 22.8% | · | · | · | · | · | |
| EPS CAGR 3Y | 6.1% | 0.20% | 12.6% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 5.7% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 24.1% | -7.3% | 35.9% | 54.3% | 22.6% | · | · | · | · | · | |
| Net Income CAGR 3Y | 16.0% | 24.8% | 37.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 24.2% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 19.4% | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $124M | $124M | $124M | $124M | $126M | $118M | $131M | $127M | $122M | $137M | |
| Net Income TTM | $669M | $539M | $582M | $428M | $278M | $226M | $238M | $191M | $96M | $134M | |
| Market Cap | $8.69B | $6.93B | $4.94B | $2.98B | $3.00B | · | $3.10B | $2.70B | $2.65B | $2.45B | |
| P/E | 12.5 | 12.9 | 8.7 | 12.0 | 10.9 | 12.2 | 13.3 | 12.6 | 25.3 | 17.3 | |
| P/S | 70.1 | 55.8 | 39.8 | 24.0 | 23.9 | · | 23.7 | 21.2 | 21.7 | 17.9 | |
| P/B | 1.0 | 1.1 | 0.9 | 0.6 | 1.0 | · | 1.1 | 1.0 | 1.2 | 1.4 | |
| P / Tangible Book | 1.6 | 1.7 | 1.4 | 1.0 | 1.5 | · | · | · | · | · | |
| P / Cash Flow | 12.8 | 11.1 | 9.6 | 3.7 | 9.1 | · | 13.3 | 11.5 | 9.1 | 29.9 | |
| P / FCF | 13.6 | 11.7 | 10.3 | 3.8 | 10.6 | · | 15.8 | 13.4 | 10.5 | -17.2 | |
| Dividend Yield | 2.6% | 2.8% | 3.6% | 6.0% | 3.1% | · | 2.9% | 3.0% | 2.7% | 2.8% | |
| Earnings Yield | 8.0% | 7.7% | 11.5% | 8.3% | 9.2% | 8.2% | 7.5% | 7.9% | 4.0% | 5.8% | |
| Payout Ratio | 33.6% | 35.4% | 30.9% | 41.5% | 33.5% | 41.0% | 37.6% | 43.0% | 75.8% | 50.3% | |
| Annual Payout | $225M | $191M | $180M | $178M | $93M | $93M | $89M | $82M | $73M | $68M |
Income Statement 9
| Metric | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $240M | · | $201M | $163M | $114M | · | $30M | $17M | |
| Interest Income | $877M | $897M | $917M | $825M | $630M | $662M | $680M | $664M | $596M | $590M | $577M | $545M | $496M | $458M | $407M | $354M | |
| Pretax Income | $295M | $272M | $233M | $156M | $182M | $186M | $185M | $156M | $153M | $169M | $192M | $202M | $188M | $262M | $179M | $140M | |
| Income Tax | $62M | $55M | $50M | $30M | $37M | $32M | $41M | $35M | $32M | $36M | $44M | $47M | $41M | $61M | $39M | $25M | |
| Net Income | $234M | $217M | $183M | $125M | $145M | $154M | $144M | $121M | $120M | $132M | $148M | $155M | $147M | $201M | $140M | $115M | |
| EPS (Basic) | $0.60 | $0.55 | $0.46 | $0.34 | $0.45 | $0.48 | $0.44 | $0.37 | $0.40 | $0.45 | $0.49 | $0.52 | $0.49 | $0.79 | $0.47 | $0.38 | |
| EPS (Diluted) | $0.59 | $0.55 | $0.46 | $0.34 | $0.44 | $0.47 | $0.44 | $0.37 | $0.40 | $0.44 | $0.49 | $0.52 | $0.49 | $0.78 | $0.47 | $0.38 | |
| Shares (Basic) | 385,849,000 | -701,605,000 | 389,038,000 | 360,155,000 | 315,925,000 | -612,688,000 | 315,622,000 | 315,585,000 | 290,980,000 | -581,547,000 | 290,648,000 | 290,559,000 | 291,088,000 | -533,646,000 | 290,961,000 | 290,862,000 | |
| Shares (Diluted) | 388,054,000 | -707,484,000 | 390,496,000 | 361,436,000 | 321,016,000 | -614,998,000 | 317,331,000 | 316,461,000 | 292,207,000 | -583,884,000 | 291,717,000 | 291,266,000 | 292,756,000 | -534,678,000 | 292,483,000 | 291,881,000 |
Balance Sheet 11
| Metric | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.75B | $1.83B | $1.68B | $1.81B | $1.24B | $1.23B | $1.19B | $1.23B | $939M | · | $1.66B | $1.20B | $1.11B | · | $802M | $798M | |
| Goodwill | $2.43B | $2.43B | $2.42B | $2.41B | $2.18B | $2.18B | $2.18B | $2.17B | $2.00B | $2.00B | $2.00B | $2.00B | $2.00B | $2.00B | $2.00B | $1.99B | |
| Intangibles | $457M | $482M | $508M | $534M | $114M | $121M | $128M | $135M | $97M | · | $108M | $114M | $120M | · | $133M | $140M | |
| Total Assets | $73.00B | $72.15B | $71.21B | $70.98B | $53.88B | $53.55B | $53.60B | $53.12B | $49.53B | · | $49.06B | $48.50B | $47.84B | · | $46.22B | $45.75B | |
| Total Liabilities | $64.49B | $63.66B | $62.90B | $62.85B | $47.34B | $47.21B | $47.23B | $47.04B | $43.94B | · | $43.82B | $43.20B | $42.57B | · | $41.27B | $40.67B | |
| Common Stock | $386M | $390M | $391M | $392M | $319M | $319M | $319M | $319M | $293M | · | $293M | $293M | $292M | · | $293M | $293M | |
| Retained Earnings | $2.58B | $2.41B | $2.25B | $2.13B | $2.06B | $1.97B | $1.86B | $1.77B | $1.69B | · | $1.53B | $1.43B | $1.32B | · | $1.06B | $967M | |
| AOCI | $-543M | $-479M | $-524M | $-600M | $-649M | $-746M | $-604M | $-791M | $-780M | · | $-969M | $-809M | $-708M | · | $-808M | $-569M | |
| Stockholders' Equity | $8.51B | $8.49B | $8.31B | $8.13B | $6.53B | $6.34B | $6.37B | $6.08B | $5.60B | $5.56B | $5.24B | $5.29B | $5.28B | $5.13B | $4.94B | $5.08B | |
| Liabilities + Equity | $73.00B | $72.15B | $71.21B | $70.98B | $53.88B | $53.55B | $53.60B | $53.12B | $49.53B | · | $49.06B | $48.50B | $47.84B | · | $46.22B | $45.75B | |
| Shares Outstanding | 386,315,000 | 389,662,000 | 390,768,000 | 391,818,000 | 319,236,000 | 318,980,000 | 318,955,000 | 318,969,000 | 293,330,000 | · | 292,586,000 | 292,597,000 | 291,922,000 | · | 292,880,000 | 292,893,000 |
Cash Flow 14
| Metric | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $9M | $7M | $9M | $8M | $14M | $9M | $9M | $9M | $5M | $5M | $5M | $5M | $13M | $7M | $7M | $8M | |
| Amort. of Intangibles | $26M | $26M | $26M | $20M | $7M | $7M | $7M | $7M | $5M | $6M | $6M | $6M | $6M | $7M | $7M | $7M | |
| Operating Cash Flow | $206M | $159M | $341M | $73M | $108M | $236M | $121M | $161M | $104M | $73M | $229M | $161M | $54M | $127M | $248M | $278M | |
| CapEx | $13M | $22M | $8M | $9M | $6M | $7M | $6M | $9M | $8M | $10M | $11M | $7M | $10M | $9M | $11M | $8M | |
| Investing Cash Flow | $-1.08B | $-699M | $-451M | $-414M | $-271M | $-117M | $-298M | $-191M | $-766M | $-257M | $-270M | $-651M | $-640M | $-807M | $-600M | $-1.39B | |
| Stock Issued | · | · | · | · | $250.0K | · | $254.0K | $265.0K | $265.0K | · | $263.0K | $272.0K | $262.0K | $252.0K | $230.0K | $162.0K | |
| Stock Repurchased | $104M | $25M | $25M | $8M | $14M | $139.0K | $287.0K | $1M | $7M | $42.0K | $451.0K | $105.0K | $44M | $251.0K | $531.0K | $322.0K | |
| Net Stock Activity | $-104M | · | · | · | $-13M | · | · | · | $-7M | · | · | · | $-43M | · | · | · | |
| Dividends Paid | $60M | $59M | $59M | $59M | $49M | $49M | $49M | $49M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | |
| Financing Cash Flow | $805M | $683M | $-16M | $910M | $174M | $-82M | $135M | $323M | $426M | $-304M | $507M | $574M | $972M | $607M | $355M | $-70M | |
| Net Change in Cash | $-72M | $144M | $-126M | $569M | $12M | $36M | $-41M | $294M | $-236M | $-488M | $466M | $84M | $386M | $-73M | $4M | $-1.18B | |
| Taxes Paid | $11M | $100M | $10M | $42M | $2M | $46M | $16M | $36M | $2M | $32M | $71M | $86M | $1M | $51M | $15M | $-2M | |
| Free Cash Flow | $193M | · | · | · | $102M | · | · | · | $96M | · | · | · | $43M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-93M | · | · | · | $-46M | · | · | · |
Profitability 4
| Metric | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 33.6% | · | 25.9% | 19.4% | 30.0% | · | 29.6% | 25.5% | 27.7% | · | 32.4% | 33.4% | 32.4% | · | 30.7% | 27.0% | |
| Pretax Margin | 42.5% | · | 33.0% | 24.1% | 37.7% | · | 38.1% | 32.9% | 35.2% | · | 42.1% | 43.6% | 41.6% | · | 39.2% | 32.8% | |
| ROA | 0.37% | · | 0.29% | 0.20% | 0.28% | · | 0.28% | 0.24% | 0.25% | · | 0.31% | 0.33% | 0.31% | · | 0.40% | 0.33% | |
| ROE | 3.1% | · | 2.5% | 1.8% | 2.4% | · | 2.5% | 2.1% | 2.2% | · | 2.9% | 3.0% | 2.8% | · | 3.5% | 2.9% |
Efficiency 1
| Metric | Trend | 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 | Q2 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) 11
| Metric | Trend | 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | $124M | · | $124M | $124M | |
| Net Income TTM | $686M | · | $596M | $535M | $530M | · | $533M | $544M | $570M | · | $590M | $557M | $374M | · | $299M | $222M | |
| Market Cap | $8.54B | · | $8.58B | $8.36B | $6.76B | · | $5.95B | $5.48B | $5.11B | · | $4.25B | $4.08B | $4.21B | · | $4.82B | $4.33B | |
| P/E | 12.1 | · | 13.1 | 13.4 | 12.8 | · | 11.0 | 9.7 | 9.2 | · | 7.4 | 7.5 | 11.9 | · | 14.3 | 14.0 | |
| P/S | 68.8 | · | 69.1 | 67.4 | 54.5 | · | 48.0 | 44.2 | 41.2 | · | 34.3 | 32.9 | 33.9 | · | 38.9 | 34.9 | |
| P/B | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | 0.9 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 1.0 | 0.9 | |
| P / Tangible Book | 1.5 | · | 1.6 | 1.6 | 1.6 | · | 1.5 | 1.5 | 1.5 | · | 1.4 | 1.3 | 1.3 | · | 1.7 | 1.5 | |
| P / Cash Flow | 41.4 | · | · | · | 62.5 | · | · | · | 49.0 | · | · | · | 78.4 | · | · | · | |
| P / FCF | 44.2 | · | · | · | 66.1 | · | · | · | 53.3 | · | · | · | 97.4 | · | · | · | |
| Earnings Yield | 8.3% | · | 7.6% | 7.4% | 7.8% | · | 9.1% | 10.3% | 10.9% | · | 13.6% | 13.3% | 8.4% | · | 7.0% | 7.2% | |
| Payout Ratio | 25.7% | · | · | · | 33.7% | · | · | · | 37.5% | · | · | · | 30.8% | · | · | · |
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 | — | — | — | — | $126M |
| Net Income | $669M | $539M | $582M | $428M | $278M |
| Diluted EPS | $1.79 | $1.68 | $1.94 | $1.50 | $1.67 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $637M | $592M | $478M | $777M | $282M |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
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Institutional owners (13F) 478 filers · $5.9B 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 |
|---|---|---|---|---|
| 66 (-10 vs prior Q) | 39 (+12 vs prior Q) | 156 (+6 vs prior Q) | 125 (+7 vs prior Q) | +26.1M |
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 |
|---|---|---|---|---|
| FMR LLC | $642,051,935 | 24,789,650 | 10.81% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $474,527,705 | 18,321,533 | 7.99% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $451,241,222 | 17,422,442 | 7.60% | Shares |
| STATE STREET CORP | $422,716,205 | 16,321,089 | 7.12% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $405,133,058 | 15,642,203 | 6.82% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $357,820,659 | 13,815,469 | 6.03% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $215,325,608 | 8,312,085 | 3.63% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $199,310,000 | 7,695,373 | 3.36% | Shares |
| FIRST TRUST ADVISORS LP | $178,081,976 | 6,875,752 | 3.00% | Shares |
| AMERICAN CENTURY COMPANIES INC | $146,983,277 | 5,675,030 | 2.48% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $134,609,941 | 5,197,295 | 2.27% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $113,215,271 | 4,371,246 | 1.91% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $102,100,882 | 3,942,119 | 1.72% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $99,282,833 | 3,833,314 | 1.67% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $95,651,290 | 3,693,100 | 1.61% | Call option |
| Fisher Asset Management, LLC | $94,385,219 | 3,644,217 | 1.59% | Shares |
| Channing Capital Management, LLC | $89,735,730 | 3,464,700 | 1.51% | Shares |
| NORGES BANK | $85,891,574 | 3,316,277 | 1.45% | Shares |
| PZENA INVESTMENT MANAGEMENT LLC | $73,646,572 | 2,843,497 | 1.24% | Shares |
| Verition Fund Management LLC | $64,351,710 | 2,484,622 | 1.08% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $64,216,711 | 2,479,408 | 1.08% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $59,802,194 | 2,308,965 | 1.01% | Shares |
| BROWN ADVISORY INC | $56,222,437 | 2,170,750 | 0.95% | Shares |
| Bank of New York Mellon Corp | $53,911,731 | 2,081,534 | 0.91% | Shares |
| VANGUARD GROUP INC | $49,791,034 | 2,231,781 | 0.84% | Shares |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $46,114,199 | 1,780,471 | 0.78% | Shares |
| ALGEBRIS (UK) LTD | $41,746,629 | 1,616,931 | 0.70% | Shares |
| OLD NATIONAL BANCORP /IN/ | $34,494,682 | 1,331,841 | 0.58% | Shares |
| MetLife Investment Management, LLC | $34,327,782 | 1,325,397 | 0.58% | Shares |
| BANK OF AMERICA CORP /DE/ | $34,089,295 | 1,316,189 | 0.57% | Shares |
| TUDOR INVESTMENT CORP ET AL | $30,765,600 | 1,187,861 | 0.52% | Shares |
| GOLDMAN SACHS GROUP INC | $30,527,113 | 1,178,653 | 0.51% | Shares |
| MILLENNIUM MANAGEMENT LLC | $29,365,161 | 1,133,790 | 0.49% | Shares |
| RHUMBLINE ADVISERS | $28,970,462 | 1,118,552 | 0.49% | Shares |
| NFJ INVESTMENT GROUP, LLC | $28,432,891 | 1,097,795 | 0.48% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $26,754,260 | 1,032,983 | 0.45% | Shares |
| Point72 Asset Management, L.P. | $26,091,505 | 1,007,394 | 0.44% | Shares |
| Squarepoint Ops LLC | $25,852,266 | 998,157 | 0.44% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $23,925,332 | 923,758 | 0.40% | Shares |
| Kodai Capital Management LP | $23,599,049 | 1,113,688 | 0.40% | Shares |
| Leeward Investments, LLC - MA | $22,934,554 | 885,504 | 0.39% | Shares |
| Retirement Systems of Alabama | $22,358,330 | 863,256 | 0.38% | Shares |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $21,995,964 | 849,265 | 0.37% | Shares |
| BlackRock, Inc. | $20,279,415 | 782,989 | 0.34% | Shares |
| Stieven Capital Advisors, L.P. | $19,842,871 | 766,134 | 0.33% | Shares |
| ENDEAVOUR CAPITAL ADVISORS INC | $19,653,801 | 758,834 | 0.33% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $19,014,459 | 734,149 | 0.32% | Shares |
| Swiss National Bank | $18,224,198 | 703,637 | 0.31% | Shares |
| ALLIANCEBERNSTEIN L.P. | $18,166,951 | 822,034 | 0.31% | Shares |
| California Public Employees Retirement System | $17,711,223 | 683,831 | 0.30% | Shares |
| Rhino Investment Partners, Inc | $16,187,241 | 624,990 | 0.27% | Shares |
| Jain Global LLC | $15,986,335 | 617,233 | 0.27% | Shares |
| Interval Partners, LP | $15,547,148 | 600,276 | 0.26% | Shares |
| PRIVATE MANAGEMENT GROUP INC | $12,992,787 | 501,652 | 0.22% | Shares |
| SummitTX Capital, L.P. | $12,378,957 | 477,952 | 0.21% | Shares |
| Carlson Capital, L.P. | $12,021,718 | 464,159 | 0.20% | Shares |
| Aristotle Capital Boston, LLC | $11,147,581 | 430,408 | 0.19% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10,575,048 | 408,303 | 0.18% | Shares |
| MAIRS & POWER INC | $10,082,637 | 389,291 | 0.17% | Shares |
| NATIXIS | $9,800,560 | 378,400 | 0.17% | Shares |
| Accredited Investors Inc. | $9,493,526 | 366,545 | 0.16% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9,309,271 | 421,234 | 0.16% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $8,884,140 | 343,017 | 0.15% | Shares |
| AMERIPRISE FINANCIAL INC | $8,589,373 | 331,636 | 0.14% | Shares |
| Moody Aldrich Partners LLC | $8,552,879 | 330,227 | 0.14% | Shares |
| Stonebridge Capital Advisors LLC | $8,443,789 | 326,015 | 0.14% | Shares |
| BROWN BROTHERS HARRIMAN & CO | $7,470,829 | 288,449 | 0.13% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $7,174,507 | 277,008 | 0.12% | Shares |
| Phocas Financial Corp. | $7,121,335 | 274,955 | 0.12% | Shares |
| FIFTH THIRD BANCORP | $7,079,393 | 273,336 | 0.12% | Shares |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $6,937,134 | 267,843 | 0.12% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $6,886,292 | 265,880 | 0.12% | Shares |
| BARCLAYS PLC | $6,747,624 | 260,526 | 0.11% | Shares |
| Balyasny Asset Management L.P. | $6,629,960 | 255,983 | 0.11% | Shares |
| RAYMOND JAMES FINANCIAL INC | $6,567,649 | 253,577 | 0.11% | Shares |
| EASTERLY INVESTMENT PARTNERS LLC | $5,934,027 | 229,113 | 0.10% | Shares |
| FIL Ltd | $5,827,500 | 225,000 | 0.10% | Shares |
| MORGAN STANLEY | $5,668,785 | 218,872 | 0.10% | Shares |
| Legal & General Group Plc | $5,195,463 | 200,597 | 0.09% | Shares |
| Vanguard Global Advisers, LLC | $5,145,216 | 198,657 | 0.09% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $5,059,463 | 195,387 | 0.09% | Shares |
| Quantinno Capital Management LP | $4,938,358 | 190,670 | 0.08% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4,734,053 | 182,782 | 0.08% | Shares |
| Corient Private Wealth LP | $4,370,418 | 168,742 | 0.07% | Shares |
| Homestead Advisers Corp | $4,317,530 | 166,700 | 0.07% | Shares |
| WOLVERINE TRADING, LLC | $4,214,628 | 191,400 | 0.07% | Call option |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $4,170,263 | 161,014 | 0.07% | Shares |
| BAYVIEW ASSET MANAGEMENT, LLC | $4,144,000 | 160,000 | 0.07% | Shares |
| Elizabeth Park Capital Advisors, Ltd. | $4,030,040 | 155,600 | 0.07% | Shares |
| Rafferty Asset Management, LLC | $3,752,392 | 144,880 | 0.06% | Shares |
| Nalls Sherbakoff Group, LLC | $3,723,721 | 143,773 | 0.06% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $3,713,076 | 143,362 | 0.06% | Shares |
| Keeley-Teton Advisors, LLC | $3,697,676 | 174,501 | 0.06% | Shares |
| Invesco Ltd. | $3,614,008 | 139,537 | 0.06% | Shares |
| STIFEL FINANCIAL CORP | $3,506,743 | 135,392 | 0.06% | Shares |
| JANUS HENDERSON GROUP PLC | $3,431,425 | 155,233 | 0.06% | Shares |
| Providence Wealth Advisors, LLC | $3,397,440 | 130,714 | 0.06% | Shares |
| ExodusPoint Capital Management, LP | $3,300,722 | 127,441 | 0.06% | Shares |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $3,218,671 | 124,273 | 0.05% | Shares |
| State of Tennessee, Department of Treasury | $3,141,515 | 121,294 | 0.05% | Shares |
Company insiders 71 insiders · 34 officers · 34 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Chady M. Alahmar | CEO, WEALTH MANAGEMENT | March 31, 2026 J | 75,229 | 0 | 0 | $0 |
| James C Ryan III | CHAIRMAN AND CEO | March 31, 2026 J | 958,365 | 0 | 0 | $0 |
| Brent R Tischler | CEO, COMMUNITY BANKING | March 15, 2026 F | 51,915 | 0 | 0 | $0 |
| James A Sandgren | CEO, COMMERCIAL BANKING | March 15, 2026 F | 331,002 | 0 | 1 | $-799,800 |
| Todd C Clark | CEO, Community Banking | Jan. 30, 2020 A | 65,015 | 0 | 0 | $0 |
| Mark E Faris | PRES & CEO-MORTGAGE DIVISION | Jan. 26, 2005 J | 218 | 0 | 0 | $0 |
| James A Risinger | CHAIRMAN AND CEO | Feb. 26, 2004 A | 57,232 | 0 | 0 | $0 |
| John V Moran | CHIEF FINANCIAL OFFICER | March 15, 2026 F | 122,764 | 0 | 0 | $0 |
| Brendon B Falconer | FORMER CHIEF FINANCIAL OFFICER | Aug. 31, 2024 D | 42,051 | 0 | 0 | $0 |
| Timothy M Burke JR | PRESIDENT, CHIEF OPERATING OFC | March 1, 2026 A | 56,419 | 0 | 0 | $0 |
| Mark G Sander | PRESIDENT AND COO | May 16, 2025 S | 271,680 | 0 | 0 | $0 |
| Caroline J Ellspermann | PRESIDENT - WEALTH MANAGEMENT | April 4, 2016 P | 19,914 | 0 | 0 | $0 |
| Michael R Hinton | SENIOR EXEC VICE PRES & COO | April 25, 2006 L | 944 | 0 | 0 | $0 |
| Angela L Putnam | Chief Accounting Officer | April 1, 2026 A | 64,656 | 0 | 0 | $0 |
| Scott J Evernham | CHIEF RISK OFFICER | March 31, 2026 J | 149,263 | 0 | 0 | $0 |
| Kendra L Vanzo | CHIEF ADMINISTRATIVE OFFICER | March 15, 2026 F | 146,059 | 0 | 0 | $0 |
| Nicholas J Chulos | Chief Legal Officer & Corp Sec | March 15, 2026 F | 73,544 | 0 | 2 | $-751,500 |
| Carrie S Goldfeder | CHIEF CREDIT OFFICER | March 1, 2026 A | 48,969 | 0 | 0 | $0 |
| Michael L Scudder | EXECUTIVE CHAIRMAN | Aug. 11, 2023 S | 215,796 | 0 | 0 | $0 |
| Jeffrey L Knight | CHIEF GOVERNMENT RELATIONS OFF | Feb. 18, 2022 A | 38,291 | 0 | 0 | $0 |
| Michael W Woods | CORPORATE CONTROLLER | Feb. 10, 2022 F | 6,643 | 0 | 0 | $0 |
| Daryl D Moore | CREDIT INTEGRATION OFFICER | Feb. 10, 2022 F | 36,883 | 0 | 0 | $0 |
| Paul S Kilroy | EVP, CHIEF INFORMATION OFFICER | Feb. 1, 2020 A | 45,000 | 0 | 0 | $0 |
| Robert G Jones | CHAIRMAN | Dec. 23, 2019 G | 361,386 | 0 | 0 | $0 |
| Candice J Rickard | CHIEF RISK OFFICER-EVP | Feb. 14, 2019 F | 79,725 | 0 | 0 | $0 |
| Christopher A Wolking | SEVP - CAPITAL MARKETS | Jan. 26, 2018 P | 108,230 | 0 | 0 | $0 |
| Daugherty Julie Williams | CHIEF ADMINISTRATIVE OFFICER | Sept. 15, 2017 J | 37,965 | 0 | 0 | $0 |
| John R. Kamin | FORMER CIO | Aug. 14, 2017 S | 0 | 0 | 0 | $0 |
| Barbara A Murphy | SEVP - CHIEF BANKING OFFICER | June 16, 2014 J | 98,291 | 0 | 0 | $0 |
| Allen R Mounts | EVP - CHIEF ADMIN OFFICER | Sept. 15, 2011 J | 14,098 | 0 | 0 | $0 |
| Annette W Hudgions | EVP-CHIEF CLIENT SERVICES OFF | Jan. 22, 2008 L | 649 | 0 | 0 | $0 |
| John S Poelker | EXECUTIVE VICE PRES | March 15, 2005 J | 3,822 | 0 | 0 | $0 |
| Thomas F Clayton | EXECUTIVE VICE PRESIDENT | Feb. 25, 2005 L | 15,023 | 0 | 0 | $0 |
| Christopher L Melton | EXECUTIVE VICE PRESIDENT | June 15, 2004 J | 1,244 | 0 | 0 | $0 |
| Tom Salmon | Director | April 6, 2026 A | 834 | 0 | 0 | $0 |
| Ryan C Kitchell | Director | Feb. 20, 2026 S | 100 | 0 | 2 | $-250,320 |
| Daniel C Reardon | Director | Nov. 13, 2025 A | 4,810 | 0 | 0 | $0 |
| Austin M Ramirez | Director | Nov. 13, 2025 A | 31,055 | 0 | 0 | $0 |
| Stephen C Van Arsdell | Director | Nov. 13, 2025 A | 2,000 | 0 | 0 | $0 |
| Derrick J Stewart | Director | Nov. 13, 2025 A | 0 | 0 | 0 | $0 |
| Daniel S Hermann | Director | Nov. 13, 2025 A | 64,448 | 0 | 0 | $0 |
| Rebecca S Skillman | Director | Nov. 13, 2025 A | 52,227 | 0 | 0 | $0 |
| Kathryn Hayley | Director | Nov. 13, 2025 A | 33,572 | 0 | 0 | $0 |
| Ellen A Rudnick | Director | Nov. 13, 2025 A | 67,516 | 0 | 0 | $0 |
| Peter J Henseler | Director | Nov. 13, 2025 A | 50,867 | 0 | 0 | $0 |
| Barbara A Boigegrain | Director | Oct. 25, 2024 G | 44,240 | 0 | 0 | $0 |
| Michael Small | Director | Feb. 15, 2022 A | 5,668 | 0 | 0 | $0 |
| Linda Elaine White | Director | Dec. 15, 2021 J | 6,520 | 0 | 0 | $0 |
| Jerome F Henry JR | Director | Dec. 15, 2021 J | 50,529 | 0 | 0 | $0 |
| Andrew E Goebel | Director | Dec. 15, 2021 J | 620 | 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 |
|---|---|---|---|---|---|
| Otto Bremer Trust ×2 filings | March 2, 2026 | 10.60% | Amendment | — | 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 91 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 |
|---|---|---|---|---|
| XMVM · Invesco Exchange-Traded Fund Trust | 1.28% | 244,761 SH | Aug. 8, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 1.02% | 210,775 NS | April 30, 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0.59% | 15,445 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.56% | 1,755,846 NS | April 30, 2026 | N-PORT |
| RFV · Invesco Exchange-Traded Fund Trust | 0.53% | 67,366 SH | Aug. 8, 2026 | Daily |
| IWN · iShares Trust | 0.53% | 2,870,556 SH | Aug. 8, 2026 | Daily |
| IJJ · iShares Trust | 0.52% | 1,749,151 SH | Aug. 8, 2026 | Daily |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.51% | 295,247 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.51% | 269,875 SH | Aug. 8, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.49% | 2,345 NS | April 30, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.44% | 234,512 NS | April 30, 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0.35% | 16,273 SH | Aug. 8, 2026 | Daily |
| IQSM · New York Life Investments ETF Trust | 0.34% | 44,999 NS | April 30, 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0.33% | 467 NS | May 29, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.33% | 1,895,702 NS | April 30, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.30% | 27,466 NS | April 30, 2026 | N-PORT |
| IWM · iShares Trust | 0.30% | 9,012,714 SH | Aug. 8, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.30% | 32,054 SH | Aug. 8, 2026 | Daily |
| XJH · iShares Trust | 0.29% | 46,610 SH | Aug. 8, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.29% | 70,404 NS | April 30, 2026 | N-PORT |
| ISCV · iShares Trust | 0.27% | 72,275 SH | Aug. 8, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.27% | 45,432 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.27% | 2,010,679 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.26% | 151,844 NS | April 30, 2026 | N-PORT |
| IJH · iShares Trust | 0.25% | 11,864,807 SH | Aug. 8, 2026 | Daily |
| FFSM · FIDELITY COVINGTON TRUST | 0.25% | 135,235 NS | April 30, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.24% | 39,520 NS | April 30, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.24% | 555,995 SH | Aug. 8, 2026 | Daily |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.22% | 334,490 | Aug. 8, 2026 | Daily |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.22% | 123,213 NS | April 30, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.21% | 54,903 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.21% | 16,493 NS | May 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.21% | 67,119 SH | Aug. 8, 2026 | Daily |
| ESML · iShares Trust | 0.20% | 213,773 SH | Aug. 8, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.19% | 5,063,031 SH | Aug. 8, 2026 | Daily |
| MVV · ProShares Trust | 0.18% | 11,985 NS | May 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.18% | 1,038,620 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.18% | 1,665,197 NS | May 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.17% | 87,673 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.17% | 68,875 NS | May 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.17% | 140,197 NS | April 30, 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.17% | 613,494 NS | May 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.16% | 5,743 NS | April 30, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.15% | 936,833 NS | May 31, 2026 | N-PORT |
| ISCB · iShares Trust | 0.14% | 14,735 SH | Aug. 8, 2026 | Daily |
| UMDD · ProShares Trust | 0.13% | 1,673 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.12% | 12,899 NS | May 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.11% | 7,975,668 SH | Aug. 8, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.11% | 571,134 SH | Aug. 8, 2026 | Daily |
| PFF · iShares Trust | 0.11% | 566,236 SH | Aug. 8, 2026 | Daily |