PIPR Piper Sandler Companies Common Stock
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026
$65.36
· of 52w range
· above low
· to high
$62.9652w low
$95.0752w high
Market Cap (MRQ)
$4.42B
P/E (TTM)
5.6
EPS (TTM)
$11.65
Revenue (TTM)
$2.12B
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52W Range
$63–$95
Analyst Rating
BUY
Price Target
$87
P/E
5.6
ROE
23.6%
Net Profit Margin
14.5%
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PIPR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$65.36
Market Cap (MRQ)
$4.42B
P/E (TTM)
5.6
EPS (TTM)
$11.65
Revenue (TTM)
$2.12B
Div Yield
2.6%
ROE (TTM)
23.6%
Debt/Equity (MRQ)
0.0
52W Range
$63–$95
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| March 24, 2026 | 4-for-1 | Forward |
About Piper Sandler Companies Common Stock Company overview from Wikipedia
Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.
Founded in 1895 and headquartered in Minneapolis, Minnesota, Piper Sandler has more than 60 offices spanning six countries.
History
Piper Sandler's roots can be traced back to 1895 when George Lane established George B. Lane, Commercial Paper and Collateral Loans & Co., a commercial paper brokerage, in Minneapolis. In 1913, Piper, Jaffray & Co. was established as another commercial paper business by H.C. Piper Sr. and Clive Palmer Jaffray. In 1917, George B. Lane & Co. merged with Piper, Jaffray & Co. to form Lane, Piper & Jaffray.
The firm first obtained a seat on the New York Stock Exchange in 1931 with the acquisition of Hopwood & Company, which had been devastated by the stock market crash. In 1971, Piper Jaffray & Hopwood became the first regional brokerage firm to offer its own stock for public sales, becoming a publicly held corporation. Later, in 1986, Piper's common stock began trading on the NASDAQ under the ticker symbol PIPR.
In 1992, the name of the broker-dealer changed from Piper Jaffray & Hopwood Incorporated to Piper Jaffray Inc.
In 1998, the firm was acquired by U.S. Bancorp, also based in Minneapolis, for $730 million in cash. From 1999 to 2003, the firm was known as U.S. Bancorp Piper Jaffray. In 2003, U.S. Bancorp spun off Piper Jaffray in a stock dividend to its shareholders, making the company independent once again under the symbol PJC. In 2006, the company sold its brokerage business to Zurich-based UBS for $510 million in cash. The business had approximately 800 brokers at that time.
On July 9, 2019, Piper Jaffray announced the purchase of leading financial services investment bank Sandler O'Neill for $485M; the new combined firm is named Piper Sandler Companies. Piper Jaffray CEO Chad Abraham would continue to lead the combined company.
Acquisition history
2004: Piper Jaffray acquired Vie Securities, LLC.
2007: Piper Jaffray acquires FAMCO, acquires Hong Kong–based investment bank Goldbond Capital Holdings Limited
2010: Piper Jaffray acquires Advisory Research, Inc.
2013: Piper Jaffray acquires Seattle-Northwest Securities Corporation, acquires Edgeview Partners, L.P.
2015: Piper Jaffray acquires River Branch Holdings
2016: Piper Jaffray acquires Simmons & Company International
2019: Piper Jaffray acquires Weeden & Co., L.P.
2020: Piper Jaffray acquires Sandler O'Neill + Partners, becoming Piper Sandler Companies. Piper Sandler acquires The Valence Group, acquires TRS Advisors
2022: Piper Sandler acquires Cornerstone Macro, acquires Stamford partners LLC, acquires DBO Partners
Regulator fines
In 2002, Piper Sandler was fined $25 million by state and federal regulators to settle charges of providing biased stock ratings as part of the Global Analyst Research Settlements. Other firms, including JP Morgan, Goldman Sachs, Merrill Lynch, UBS, Deutsche Bank, and Morgan Stanley, were fined for similar reasons. Piper Sandler agreed to implement structural changes to its research and investment banking programs to restore confidence in its business.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorFinancial Services
industryFinancial Services
employees1,915
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.90B2016-12-31 → 2025-12-31
EPS$15.822016-12-31 → 2025-12-31
Net margin14.5%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | PIPR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 5.65Y avg ≈5.8 | ≈5.8 | 16.9 | Undervalued | |
| P/S (TTM) | 2.15Y avg ≈0.5 | ≈0.5 | · | · | |
| P/B (MRQ) | 3.25Y avg ≈0.7 | ≈0.7 | · | · | |
| Price / Cash Flow | 7.55Y avg ≈1.5 | ≈1.5 | · | · | |
| Price / Tangible Book (MRQ) | 3.55Y avg ≈1.1 | ≈1.1 | · | · | |
| PEG Ratio | ≈0.1 | · | · | · |
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 | PIPR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 0.91%5Y avg ≈1.0% | ≈1.0% | 1.8% | Weak | |
| Pretax Margin (TTM) | 22.9%5Y avg ≈14.8% | ≈14.8% | 16.8% | Top tier | |
| Net Profit Margin (TTM) | 14.5%5Y avg ≈10.8% | ≈10.8% | 9.4% | Top tier | |
| ROA (TTM) | 14.3%5Y avg ≈8.1% | ≈8.1% | 4.4% | Top tier | |
| ROE (TTM) | 23.6%5Y avg ≈17.0% | ≈17.0% | 20.1% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | PIPR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.05Y avg ≈0.0 | ≈0.0 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PIPR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 24.3%5Y avg ≈13.0% | ≈13.0% | · | · | |
| Revenue CAGR 3Y | 9.9%5Y avg ≈1.2% | ≈1.2% | · | · | |
| Revenue CAGR 5Y | 8.7% | · | · | · | |
| EPS YoY | 54.5%5Y avg ≈116.1% | ≈116.1% | · | · | |
| Net Income YoY | 55.3%5Y avg ≈134.4% | ≈134.4% | · | · | |
| EPS CAGR 3Y | 34.4%5Y avg ≈14.0% | ≈14.0% | · | · | |
| EPS CAGR 5Y | 42.2% | · | · | · | |
| Net Income CAGR 3Y | 36.5%5Y avg ≈17.1% | ≈17.1% | · | · | |
| Net Income CAGR 5Y | 47.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | PIPR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.85Y avg ≈0.7 | ≈0.7 | 0.7 | Top tier | |
| Revenue / Employee | ≈$994.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield2.6%
Payout Ratio40.6%
Annualized Payout≈$0.80
5Y Div CAGR≈15.7%
Growth Streak≈2
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 28, 2026 | $0.20 | USD | ≈2.6% |
| May 29, 2026 | $0.20 | USD | ≈2.5% |
| Mar 3, 2026 | $1.43 | USD | ≈3.8% |
| Nov 25, 2025 | $0.18 | USD | ≈1.7% |
| Aug 29, 2025 | $0.18 | USD | ≈1.7% |
| May 30, 2025 | $0.16 | USD | ≈2.2% |
| Mar 4, 2025 | $0.91 | USD | ≈2.1% |
| Nov 22, 2024 | $0.16 | USD | ≈1.0% |
| Aug 29, 2024 | $0.16 | USD | ≈1.3% |
| May 23, 2024 | $0.15 | USD | ≈1.6% |
| Mar 1, 2024 | $0.40 | USD | ≈1.8% |
| Nov 20, 2023 | $0.15 | USD | ≈2.4% |
| Aug 24, 2023 | $0.15 | USD | ≈2.6% |
| May 25, 2023 | $0.15 | USD | ≈2.9% |
| Mar 2, 2023 | $0.46 | USD | ≈2.5% |
| Nov 22, 2022 | $0.15 | USD | ≈4.8% |
| Aug 25, 2022 | $0.15 | USD | ≈7.9% |
| May 26, 2022 | $0.15 | USD | ≈7.6% |
| Mar 1, 2022 | $1.28 | USD | ≈6.9% |
| Nov 22, 2021 | $0.89 | USD | ≈3.8% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
25.1%
Next Report
Oct 29, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 30, 2026 | $1.04 | $0.88 | 17.8% |
| March 31, 2026 | $1.00 | $0.95 | 5.1% | |
| Dec. 31, 2025 | $1.72 | $1.22 | 40.5% | |
| Sept. 30, 2025 | $0.95 | $0.82 | 16.5% | |
| June 30, 2025 | $0.74 | $0.57 | 29.8% | |
| March 31, 2025 | $1.02 | $0.73 | 40.9% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B | $1.25B | $846M | $758M | $844M | $770M | $696M | $673M | |
| Interest Income | $37M | $33M | $27M | $20M | $7M | $13M | $27M | $33M | $32M | $33M | $42M | $49M | |
| Pretax Income | $375M | $218M | $123M | $134M | $442M | $69M | $119M | $72M | $79M | $-31M | $86M | $110M | |
| Income Tax | $81M | $61M | $24M | $33M | $111M | $19M | $25M | $18M | $54M | $-17M | $28M | $36M | |
| Net Income | $281M | $181M | $85M | $111M | $279M | $41M | $112M | $57M | $-62M | $-22M | $52M | $63M | |
| EPS (Basic) | $16.89 | $11.44 | $5.72 | $7.92 | $19.52 | $2.94 | $7.90 | $3.78 | $-5.07 | $-1.73 | $3.34 | $3.88 | |
| EPS (Diluted) | $15.82 | $10.24 | $4.96 | $6.52 | $16.43 | $2.72 | $7.69 | $3.72 | $-4.99 | $-1.73 | $3.34 | $3.87 | |
| Shares (Basic) | 16,658,000 | 15,838,000 | 14,958,000 | 13,982,000 | 14,265,000 | 13,781,000 | 13,555,000 | 13,234,000 | 12,807,000 | 12,674,000 | 14,368,000 | 14,971,000 | |
| Shares (Diluted) | 17,785,000 | 17,695,000 | 17,224,000 | 16,965,000 | 16,955,000 | 14,901,000 | 13,937,000 | 13,425,000 | 12,978,000 | 12,779,000 | 14,389,000 | 15,025,000 | |
| EBITDA | $17M | $17M | $18M | $16M | $13M | $11M | $9M | $8M | $7M | $6M | $5M | $5M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $971M | $508M | $250M | $50M | $34M | $70M | $190M | $16M | |
| PP&E (Net) | $77M | $59M | $61M | $68M | $52M | $44M | $30M | $32M | $25M | $25M | $19M | $18M | |
| PP&E (Gross) | $167M | $166M | $152M | $144M | $129M | $119M | $96M | $91M | $81M | $84M | $71M | $65M | |
| Accum. Depreciation | $89M | $107M | $91M | $76M | $77M | $75M | $66M | $59M | $56M | $58M | $52M | $47M | |
| Goodwill | $319M | $312M | $302M | $301M | $228M | $228M | $88M | $82M | $82M | $196M | $218M | $212M | |
| Intangibles | $100M | $108M | $116M | $136M | $120M | $150M | $17M | $4M | $9M | $37M | $31M | $31M | |
| Total Assets | $2.59B | $2.26B | $2.14B | $2.18B | $2.57B | $2.00B | $1.63B | $1.35B | $2.02B | $2.13B | $2.14B | $2.62B | |
| Short-term Debt | $15M | $10M | $30M | $0 | · | $0 | $50M | $50M | $290M | $419M | $446M | $378M | |
| Total Liabilities | $1.01B | $840M | $842M | $928M | $1.34B | $1.07B | $822M | $615M | $1.28B | $1.31B | $1.31B | $1.65B | |
| Long-term Debt | · | · | $0 | $125M | $125M | $195M | $175M | · | · | · | · | · | |
| Total Debt | $15M | $10M | $30M | · | · | $0 | $50M | $50M | $290M | $419M | $446M | $378M | |
| Common Stock | $779.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | |
| Retained Earnings | $729M | $562M | $454M | $453M | $450M | $271M | $259M | $183M | $176M | $257M | $279M | $227M | |
| Treasury Stock | $319M | $315M | $356M | $442M | $313M | $289M | $284M | $300M | $274M | $284M | $248M | $143M | |
| AOCI | $3M | $-1M | $-894.0K | $-2M | $-964.0K | $-197.0K | $-872.0K | $-1M | $-1M | $-3M | $-189.0K | $377.0K | |
| Stockholders' Equity | $1.37B | $1.23B | $1.09B | $1.05B | $1.06B | $829M | $731M | $677M | $693M | $759M | $784M | $820M | |
| Liabilities + Equity | $2.59B | $2.26B | $2.14B | $2.18B | $2.57B | $2.00B | $1.63B | $1.35B | $2.02B | $2.13B | $2.14B | $2.62B | |
| Shares Outstanding | 67,483,432 | 16,111,723 | 15,200,149 | 13,673,064 | 14,129,519 | 13,776,025 | 13,717,315 | 12,995,397 | 12,911,149 | 12,391,970 | 13,311,016 | 15,265,420 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $17M | $18M | $16M | $13M | $11M | $9M | $8M | $7M | $6M | $5M | $5M | |
| Stock-based Comp | $124M | $103M | $94M | $131M | $171M | $122M | $32M | $44M | $40M | $56M | $49M | $29M | |
| Deferred Tax | $5M | $17M | $14M | $-33M | $-54M | $-39M | $25M | $-3M | $18M | $-31M | $-13M | $-10M | |
| Amort. of Intangibles | $10M | $10M | $19M | $15M | $30M | $45M | $4M | $5M | $10M | $21M | $8M | $9M | |
| Restructuring | $5M | $-42.0K | $8M | $6M | $4M | $6M | $7M | $3M | $0 | $9M | $9M | · | |
| Other Non-cash | $159M | $-5M | $65M | $-449M | $298M | $646M | $-110M | $399M | $250M | $39M | $287M | $-138M | |
| Operating Cash Flow | $587M | $313M | $276M | $-225M | $707M | $780M | $68M | $510M | $203M | $-3M | $380M | $-50M | |
| Investing Cash Flow | $-44M | $-32M | $-10M | $-127M | $-21M | $-435M | $27M | $-16M | $-8M | $-84M | $-16M | $-5M | |
| Debt Issued | · | · | · | · | $0 | $0 | $175M | $0 | · | · | · | · | |
| Net Debt Issued | $0 | $0 | $-125M | $0 | $-70M | $0 | · | · | · | · | · | · | |
| Stock Repurchased | $125M | $66M | $71M | $187M | $70M | $22M | $51M | $71M | $25M | $71M | $133M | $11M | |
| Net Stock Activity | $-125M | $-66M | $-71M | $-187M | $-70M | $-22M | $-51M | $-71M | $-25M | $-71M | $-133M | $-11M | |
| Dividends Paid | $114M | $74M | $84M | $108M | $99M | $28M | $36M | $47M | $19M | $0 | $0 | · | |
| Financing Cash Flow | $-219M | $-181M | $-250M | $-250M | $-223M | $-88M | $105M | $-477M | $-233M | $-112M | $-189M | $-52M | |
| Net Change in Cash | $327M | $100M | $17M | $-605M | $463M | $258M | $200M | $17M | $-8M | $-149M | $174M | $-108M | |
| Taxes Paid | $41M | $11M | $19M | $85M | $166M | $29M | $10M | $17M | $32M | $27M | $32M | $59M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 14.8% | 11.8% | 6.3% | 7.7% | 13.6% | 3.2% | 13.2% | 7.1% | -6.9% | -2.9% | 7.5% | 9.4% | |
| Pretax Margin | 19.7% | 14.3% | 9.0% | 9.4% | 21.6% | 5.5% | 14.1% | 9.3% | -3.3% | -4.0% | 12.4% | 16.4% | |
| EBITDA Margin | 0.91% | 1.1% | 1.3% | 1.1% | 0.62% | 0.85% | 1.1% | 1.1% | 0.82% | 0.83% | 0.73% | 0.79% | |
| ROA | 11.6% | 8.2% | 4.0% | 4.7% | 12.2% | 2.2% | 7.5% | 3.4% | -3.0% | -1.0% | 2.2% | 2.6% | |
| ROE | 21.6% | 15.7% | 8.0% | 10.5% | 29.4% | 5.2% | 15.9% | 8.3% | -8.5% | -2.9% | 6.5% | 8.1% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | · | · | 0.0 | 0.1 | 0.1 | 0.4 | 0.6 | 0.6 | 0.5 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | 0.6 | 0.6 | 0.9 | 0.7 | 0.6 | 0.5 | 0.4 | 0.4 | 0.3 | 0.3 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $81.26 | $76.21 | $71.41 | $77.09 | $75.18 | $60.21 | $53.31 | $52.13 | $53.70 | $61.27 | $58.87 | $53.71 | |
| Revenue / Share | $107.07 | $86.56 | $78.85 | $84.59 | $120.42 | $84.07 | $60.72 | $59.66 | $68.98 | $60.25 | $48.39 | $44.81 | |
| Cash Flow / Share | $32.98 | $17.70 | $16.00 | $-13.26 | $41.70 | $52.33 | $4.86 | $37.98 | $17.89 | $3.82 | $26.38 | $-3.33 | |
| Cash / Share | · | · | · | · | $68.72 | $36.87 | $18.23 | · | $2.62 | $3.34 | $14.27 | $1.04 | |
| Dividend / Share | $5.70 | $3.50 | $3.65 | $6.90 | $6.80 | $2.00 | $2.51 | $3.12 | $1.25 | $0.00 | $0.00 | · | |
| Dividend Paid / Share | · | · | · | · | · | · | · | $47157000.00 | $18981000.00 | · | · | · | |
| EPS (TTM) | $15.82 | $10.24 | $4.96 | $6.52 | $16.43 | $2.72 | $7.69 | $3.72 | $-4.99 | $-1.73 | $3.34 | $3.87 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.3% | 12.8% | -5.4% | -29.7% | 63.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.9% | -9.1% | 2.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 54.5% | 106.5% | -23.9% | -60.3% | 504.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 34.4% | -14.6% | 22.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 42.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 55.3% | 111.9% | -22.8% | -60.3% | 587.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 36.5% | -13.4% | 28.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 47.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 32.3% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B | $1.25B | $846M | $758M | $844M | $770M | $696M | $673M | |
| Net Income TTM | $281M | $181M | $85M | $111M | $279M | $41M | $112M | $57M | $-62M | $-22M | $52M | $63M | |
| Market Cap | $1.43B | $1.21B | $665M | $445M | $631M | $348M | $274M | $214M | $278M | $225M | $134M | $222M | |
| Enterprise Value | · | · | · | · | · | $-160M | $74M | · | $535M | $602M | $391M | $584M | |
| P/E | 5.4 | 7.3 | 8.8 | 5.0 | 2.7 | 9.3 | 2.6 | 4.4 | -4.3 | -10.5 | 3.0 | 3.8 | |
| P/S | 0.8 | 0.8 | 0.5 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | |
| P/B | 1.0 | 1.0 | 0.6 | 0.4 | 0.6 | 0.4 | 0.4 | 0.3 | 0.4 | 0.3 | 0.2 | 0.3 | |
| P / Tangible Book | 1.5 | 1.5 | 1.0 | 0.7 | 0.9 | 0.8 | · | · | · | · | · | · | |
| P / Cash Flow | 2.4 | 3.9 | 2.4 | -2.0 | 0.9 | 0.4 | 4.0 | 0.4 | 1.2 | 4.6 | 0.4 | -4.4 | |
| EV / EBITDA | · | · | · | · | · | -15.0 | 8.0 | · | 73.2 | 94.1 | 76.6 | 110.1 | |
| EV / Revenue | · | · | · | · | · | -0.1 | 0.1 | · | 0.6 | 0.8 | 0.6 | 0.9 | |
| Dividend Yield | 8.0% | 6.1% | 12.7% | 24.2% | 15.8% | 8.1% | 13.0% | 22.1% | 6.8% | 0.00% | 0.00% | · | |
| Earnings Yield | 18.6% | 13.7% | 11.3% | 20.0% | 36.8% | 10.8% | 38.5% | 22.6% | -23.1% | -9.5% | 33.1% | 26.7% | |
| Payout Ratio | 40.6% | 40.7% | 98.8% | 97.2% | 35.7% | 69.5% | 31.9% | 82.7% | -30.6% | · | · | · | |
| Annual Payout | $114M | $74M | $84M | $108M | $99M | $28M | $36M | $47M | $19M | $0 | $0 | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $496M | $475M | $667M | $480M | $399M | $359M | $485M | $361M | $341M | $344M | $474M | $292M | $291M | $301M | $393M | $334M | |
| Interest Income | $9M | $12M | $10M | $9M | $8M | $10M | $10M | $8M | $7M | $8M | $7M | $7M | $4M | $9M | $7M | $5M | |
| Pretax Income | $100M | $88M | $189M | $107M | $49M | $29M | $82M | $56M | $28M | $52M | $86M | $-3M | $14M | $26M | $43M | $19M | |
| Income Tax | $30M | $20M | $46M | $25M | $17M | $-7M | $30M | $15M | $13M | $3M | $21M | $10M | $-250.0K | $-8M | $5M | $8M | |
| Net Income | $68M | $65M | $114M | $60M | $42M | $65M | $69M | $35M | $35M | $42M | $52M | $4M | $4M | $26M | $38M | $15M | |
| EPS (Basic) | $1.00 | $0.96 | $6.77 | $3.61 | $0.63 | $0.99 | $4.30 | $2.19 | $2.19 | $2.74 | $3.43 | $0.26 | $0.26 | $1.77 | $2.81 | $1.05 | |
| EPS (Diluted) | $0.95 | $0.92 | $6.40 | $3.38 | $0.59 | $0.91 | $3.86 | $1.96 | $1.97 | $2.43 | $3.02 | $0.22 | $0.23 | $1.49 | $2.27 | $0.87 | |
| Shares (Basic) | 67,698,000 | 67,841,000 | 16,829,000 | 16,716,000 | 66,812,000 | 65,513,000 | 16,052,000 | 15,921,000 | 15,879,000 | 15,499,000 | 15,143,000 | 15,105,000 | 15,066,000 | 14,507,000 | 13,663,000 | 13,775,000 | |
| Shares (Diluted) | 71,241,000 | 71,235,000 | 17,813,000 | 17,808,000 | 70,903,000 | 71,150,000 | 17,870,000 | 17,769,000 | 17,633,000 | 17,504,000 | 17,367,000 | 17,256,000 | 17,084,000 | 17,182,000 | 16,925,000 | 16,733,000 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $78M | $75M | $77M | $78M | $77M | $67M | $59M | $56M | $57M | $58M | · | $63M | $64M | $66M | · | $65M | |
| PP&E (Gross) | · | · | $167M | · | · | · | $166M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $98M | $94M | $89M | $89M | $115M | $111M | $107M | $104M | $100M | $96M | · | $89M | $84M | $80M | · | $85M | |
| Goodwill | $319M | $319M | $319M | $319M | $312M | $312M | $312M | $310M | $302M | $302M | $302M | $302M | $302M | $302M | $301M | $244M | |
| Intangibles | $97M | $99M | $100M | $103M | $103M | $105M | $108M | $110M | $111M | $114M | $116M | $121M | $126M | $131M | $136M | $131M | |
| Total Assets | $2.33B | $2.13B | $2.59B | $2.22B | $1.96B | $1.82B | $2.26B | $2.03B | $1.92B | $1.82B | · | $1.97B | $1.94B | $1.80B | · | $2.04B | |
| Short-term Debt | $15M | $15M | $15M | $15M | $15M | $15M | $10M | $20M | $0 | $0 | · | · | · | · | · | · | |
| Total Liabilities | $759M | $572M | $1.01B | $757M | $560M | $442M | $840M | $670M | $579M | $497M | · | $747M | $682M | $564M | · | $849M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $125M | $125M | $125M | · | $125M | |
| Total Debt | $15M | $15M | · | $15M | $15M | $15M | · | $20M | $0 | $0 | · | · | · | · | · | · | |
| Common Stock | $779.0K | $779.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | $195.0K | · | $195.0K | $195.0K | $195.0K | · | $195.0K | |
| Retained Earnings | $734M | $681M | $729M | $630M | $581M | $556M | $562M | $505M | $481M | $461M | · | $413M | $419M | $428M | · | $424M | |
| Treasury Stock | $375M | $346M | $319M | $322M | $323M | $331M | $315M | $325M | $327M | $347M | · | $361M | $363M | $381M | · | $442M | |
| AOCI | $2M | $2M | $3M | $2M | $4M | $-43.0K | $-1M | $2M | $-792.0K | $-850.0K | · | $-2M | $-765.0K | $-2M | · | $-4M | |
| Stockholders' Equity | $1.37B | $1.34B | $1.37B | $1.28B | $1.23B | $1.21B | $1.23B | $1.17B | $1.13B | $1.10B | · | $1.03B | $1.03B | $1.04B | · | $1.00B | |
| Liabilities + Equity | $2.33B | $2.13B | $2.59B | $2.22B | $1.96B | $1.82B | $2.26B | $2.03B | $1.92B | $1.82B | · | $1.97B | $1.94B | $1.80B | · | $2.04B | |
| Shares Outstanding | 67,549,449 | 67,857,561 | 16,870,858 | 16,730,222 | 16,697,576 | 16,516,030 | 16,111,723 | 15,942,770 | 15,902,131 | 15,642,422 | · | 15,122,192 | 15,078,165 | 14,833,127 | · | 13,659,396 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $29M | $28M | $48M | $23M | $21M | $31M | $32M | $21M | $24M | $27M | $31M | $22M | $14M | $28M | $39M | $32M | |
| Amort. of Intangibles | $2M | $2M | $4M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $5M | $5M | $5M | $5M | $5M | $4M | |
| Restructuring | · | · | $0 | $-85.0K | $5M | · | $0 | $255.0K | $-297.0K | · | $4M | $0 | $4M | · | $185.0K | $5M | |
| Operating Cash Flow | $36M | $-292M | $730M | $32M | $32M | $-207M | $164M | $80M | $266M | $-197M | $423M | $27M | $27M | $-202M | $161M | $65M | |
| Investing Cash Flow | $-8M | $-3M | $-3M | $-15M | $-14M | $-11M | $-8M | $-19M | $-3M | $-1M | $-2M | $-4M | $-3M | $-2M | $-70M | $-10M | |
| Stock Repurchased | $31M | $70M | $20M | $4M | $21M | $81M | $6M | $2M | $5M | $52M | $3M | $4M | $3M | $61M | $2M | $22M | |
| Net Stock Activity | · | $-70M | · | · | · | $-81M | · | · | · | $-52M | · | · | · | $-61M | · | · | |
| Dividends Paid | $14M | $101M | $15M | $12M | $17M | $70M | $13M | $11M | $15M | $36M | $10M | $10M | $13M | $51M | $9M | $9M | |
| Financing Cash Flow | $-68M | $-169M | $-31M | $-25M | $-23M | $-140M | $-19M | $-35M | $-12M | $-114M | $-91M | $-38M | $-4M | $-117M | $-2M | $-16M | |
| Net Change in Cash | $-40M | $-465M | $695M | $-9M | $-3M | $-357M | $133M | $29M | $251M | $-313M | $331M | $-15M | $21M | $-320M | $91M | $37M | |
| Taxes Paid | · | · | $2M | $101.0K | $39M | $168.0K | $5M | $1M | $5M | $127.0K | $-2M | $1M | $19M | $737.0K | $25M | $15M |
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 | 13.7% | 13.7% | · | 12.6% | 10.6% | 18.1% | · | 9.6% | 10.2% | 12.3% | · | 1.3% | 1.4% | 8.5% | · | 4.3% | |
| Pretax Margin | 20.2% | 18.5% | · | 22.4% | 12.3% | 8.2% | · | 15.4% | 8.3% | 15.2% | · | -1.2% | 4.9% | 8.6% | · | 5.7% | |
| ROA | 3.2% | 3.3% | · | 2.8% | 2.2% | 3.6% | · | 1.7% | 1.8% | 2.3% | · | 0.19% | 0.20% | 1.4% | · | 0.69% | |
| ROE | 5.2% | 5.1% | · | 4.9% | 3.6% | 5.6% | · | 3.2% | 3.2% | 4.0% | · | 0.38% | 0.39% | 2.5% | · | 1.5% |
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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | · | · | · | · | · |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.2 | · | 0.2 |
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 | $20.32 | $19.77 | · | $76.68 | $73.66 | $73.47 | · | $73.22 | $70.82 | $70.36 | · | $68.40 | $68.49 | $69.90 | · | $73.25 | |
| Revenue / Share | $6.97 | $6.67 | · | $26.96 | $22.49 | $20.16 | · | $20.31 | $19.33 | $19.68 | · | $16.92 | $17.05 | $17.49 | · | $19.98 | |
| Cash Flow / Share | · | $-4.10 | · | · | · | $-11.65 | · | · | · | $-11.27 | · | · | · | $-11.75 | · | · | |
| Dividend / Share | $0.20 | $1.43 | $0.70 | $0.70 | $0.16 | $0.91 | $0.65 | $0.65 | $0.60 | $1.60 | $0.60 | $0.60 | $0.60 | $1.85 | $0.60 | $0.60 | |
| Dividend Paid / Share | · | · | · | $0.70 | · | · | · | · | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $11.65 | $11.29 | · | $8.74 | $7.32 | $8.70 | · | $9.38 | $7.64 | $5.90 | · | $4.21 | $4.86 | $5.89 | · | $10.88 |
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 | $2.12B | $2.02B | · | $1.72B | $1.60B | $1.55B | · | $1.52B | $1.45B | $1.40B | · | $1.28B | $1.32B | $1.38B | · | $1.69B | |
| Net Income TTM | $307M | $282M | · | $236M | $211M | $204M | · | $164M | $133M | $102M | · | $72M | $82M | $100M | · | $186M | |
| Market Cap | $4.89B | $5.19B | · | $1.45B | $1.16B | $1.02B | · | $1.13B | $915M | $776M | · | $549M | $487M | $514M | · | $358M | |
| P/E | 6.2 | 6.8 | · | 9.9 | 9.5 | 7.1 | · | 7.6 | 7.5 | 8.4 | · | 8.6 | 6.6 | 5.9 | · | 2.4 | |
| P/S | 2.3 | 2.6 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.4 | 0.4 | 0.4 | · | 0.2 | |
| P/B | 3.6 | 3.9 | · | 1.1 | 0.9 | 0.8 | · | 1.0 | 0.8 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | |
| P / Tangible Book | 5.1 | 5.6 | · | 1.7 | 1.4 | 1.3 | · | 1.5 | 1.3 | 1.1 | · | 0.9 | 0.8 | 0.9 | · | 0.6 | |
| P / Cash Flow | · | -17.8 | · | · | · | -4.9 | · | · | · | -3.9 | · | · | · | -2.5 | · | · | |
| Dividend Yield | 2.9% | 2.8% | · | 7.7% | 9.5% | 10.6% | · | 6.3% | 7.7% | 8.9% | · | 15.1% | 16.8% | 15.0% | · | 41.7% | |
| Earnings Yield | 16.1% | 14.8% | · | 10.1% | 10.5% | 14.1% | · | 13.2% | 13.3% | 11.9% | · | 11.6% | 15.0% | 17.0% | · | 41.5% | |
| Payout Ratio | · | 154.4% | · | · | · | 108.2% | · | · | · | 83.9% | · | · | · | 198.4% | · | · | |
| Annual Payout | $141M | $145M | · | $112M | $111M | $108M | · | $71M | $71M | $69M | · | $83M | $82M | $77M | · | $149M |
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 |
|---|---|---|---|---|---|
| Revenue | $1.90B | $1.53B | $1.36B | $1.44B | $2.04B |
| Net Income | $281M | $181M | $85M | $111M | $279M |
| Diluted EPS | $15.82 | $10.24 | $4.96 | $6.52 | $16.43 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | · | · |
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 29 filers · $743.5M 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
29
Value held
$743.5M
New positions
0
Exited positions
11
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 0 (-2 vs prior Q) | 11 (-358 vs prior Q) | 1 (-14 vs prior Q) | 3 (+2 vs prior Q) | -329K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $722,953,836 | 2,128,150 | 97.24% | Shares |
| EFG Asset Management (North America) Corp. | $4,329,807 | 12,464 | 0.58% | Shares |
| KING LUTHER CAPITAL MANAGEMENT CORP | $3,843,497 | 53,131 | 0.52% | Shares |
| Orion Portfolio Solutions, LLC | $3,777,694 | 15,254 | 0.51% | Shares |
| WOLVERINE TRADING, LLC | $1,707,580 | 4,842 | 0.23% | Shares |
| COMERICA BANK | $1,670,683 | 4,918 | 0.22% | Shares |
| Glenmede Investment Management, LP | $1,193,992 | 3,441 | 0.16% | Shares |
| Toroso Investments, LLC | $736,492 | 2,168 | 0.10% | Shares |
| Truepoint, Inc. | $562,299 | 7,773 | 0.08% | Shares |
| H D Vest Advisory Services | $509,487 | 1,833 | 0.07% | Shares |
| WOLVERINE TRADING, LLC | $423,192 | 1,200 | 0.06% | Call option |
| CIBC WORLD MARKETS CORP | $393,384 | 1,158 | 0.05% | Shares |
| SCHULHOFF & CO INC | $392,950 | 5,432 | 0.05% | Shares |
| CIBC Private Wealth Group LLC | $270,999 | 781 | 0.04% | Shares |
| WOLVERINE TRADING, LLC | $246,862 | 700 | 0.03% | Put option |
| FULLCIRCLE WEALTH LLC | $240,064 | 735 | 0.03% | Shares |
| Investors Research Corp | $107,170 | 1,400 | 0.01% | Shares |
| Advisors Asset Management, Inc. | $63,865 | 188 | 0.01% | Shares |
| Greenwich Wealth Management LLC | $30,441 | 420,805 | 0.00% | Shares |
| FSA Wealth Management LLC | $14,227 | 41 | 0.00% | Shares |
| Lindbrook Capital, LLC | $3,220 | 13 | 0.00% | Shares |
| West Oak Capital, LLC | $520 | 150 | 0.00% | Shares |
| Pineridge Advisors LLC | $351 | 1 | 0.00% | Shares |
| Parkworth Wealth Management, Inc. | $278 | 1 | 0.00% | Shares |
| SHELL ASSET MANAGEMENT CO | $273 | 787 | 0.00% | Shares |
| HUNTINGTON NATIONAL BANK | $73 | 1 | 0.00% | Shares |
| Harvest Fund Management Co., Ltd | $66 | 912 | 0.00% | Shares |
| Hemington Wealth Management | $12 | 37 | 0.00% | Shares |
| Motiv8 Investments LLC | $2 | 6 | 0.00% | Shares |
Company insiders 55 insiders · 8 officers · 10 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Chad R Abraham | CEO and Chairman | Feb. 26, 2026 F | 67,315 | 0 | 5 | $-2,494,075 |
| Katherine Patricia Clune | Chief Financial Officer | Feb. 17, 2026 F | 11,431 | 0 | 1 | $-443,851 |
| Debbra L. Schoneman | President | Feb. 26, 2026 F | 6,305 | 0 | 6 | $-2,665,039 |
| Jonathan J Doyle | Hd of Financial Services Group | May 5, 2026 S | 477,684 | 0 | 6 | $-7,096,012 |
| Michael R Dillahunt | Global Co-Head IB and Cap Mkts | Feb. 26, 2026 F | 25,736 | 0 | 0 | $0 |
| James P Baker | Global Co-Head IB and Cap Mkts | Feb. 26, 2026 F | 66,166 | 0 | 0 | $0 |
| John W Geelan | General Counsel | Feb. 26, 2026 F | 13,983 | 0 | 0 | $0 |
| Benjamin T May | Head of Fixed Income Services | May 15, 2008 A | 37,967 | 0 | 0 | $0 |
| Ann C Gallo | Director | Sept. 30, 2026 A | 8,476 | 0 | 0 | $0 |
| Brian R Sterling | Director | Sept. 30, 2026 A | 105,326 | 0 | 0 | $0 |
| Philip Soran | Director | Sept. 30, 2026 A | 82,230 | 0 | 1 | $-189,596 |
| Wendy Lee Schoppert | Director | Sept. 22, 2026 A | 1,396 | 0 | 0 | $0 |
| Robbin Mitchell | Director | Sept. 11, 2026 A | 15,797 | 0 | 0 | $0 |
| Scott C Taylor | Director | Sept. 11, 2026 A | 68,105 | 0 | 0 | $0 |
| Victoria M Holt | Director | Sept. 11, 2026 A | 31,942 | 0 | 0 | $0 |
| Stuart Essig | Director | May 20, 2026 A | 2,575 | 0 | 0 | $0 |
| Thomas S Schreier JR | · | May 20, 2026 A | 32,479 | 0 | 0 | $0 |
| Jean-Paul M Peltier | · | Feb. 26, 2026 F | 37,587 | 0 | 0 | $0 |
| Sherry M Smith | · | June 13, 2025 A | 10,831 | 0 | 0 | $0 |
| William R Fitzgerald | · | June 13, 2025 A | 25,517 | 0 | 0 | $0 |
| Timothy L Carter | · | Feb. 24, 2023 F | 18,688 | 0 | 0 | $0 |
| Addison L Piper | · | March 12, 2021 A | 31,542 | 0 | 0 | $0 |
| Scott R Larue | · | Feb. 25, 2021 G | 51,732 | 0 | 0 | $0 |
| Kristine B Johnson | · | Dec. 13, 2019 A | 11,794 | 0 | 0 | $0 |
| Andrew S Duff | · | Feb. 16, 2019 F | 185,485 | 0 | 0 | $0 |
| Michele Volpi | · | May 17, 2018 F | 12,342 | 0 | 0 | $0 |
| Francis E Fairman IV | · | Feb. 2, 2018 S | 47,469 | 0 | 0 | $0 |
| Christopher D Crawshaw | · | Aug. 4, 2017 S | 26,583 | 0 | 0 | $0 |
| Thomas Gregory Smith | · | July 31, 2017 S | 15,279 | 0 | 0 | $0 |
| Martin Bradley Winges | · | July 28, 2017 S | 46,133 | 0 | 0 | $0 |
| Christine N Esckilsen | · | May 22, 2017 M | 8,425 | 0 | 0 | $0 |
| Jeffrey P Klinefelter | · | May 22, 2017 M | 54,759 | 0 | 0 | $0 |
| Michael E Frazier | · | May 11, 2017 A | 161,639 | 0 | 0 | $0 |
| Stuart C. Harvey JR | · | Nov. 8, 2016 P | 4,000 | 0 | 0 | $0 |
| Lisa Polsky | · | May 13, 2015 A | 14,254 | 0 | 0 | $0 |
| Michael Francis | · | Jan. 30, 2014 M | 12,751 | 0 | 0 | $0 |
| Hope B Woodhouse | · | May 8, 2013 A | 8,613 | 0 | 0 | $0 |
| Brien M O'Brien | · | Feb. 27, 2013 S | 116,616 | 0 | 0 | $0 |
| Ronald T Firebaugh | · | May 15, 2012 A | 41,000 | 0 | 0 | $0 |
| Robert W Peterson | · | May 15, 2012 A | 102,760 | 0 | 0 | $0 |
| Jean M Taylor | · | May 9, 2012 A | 9,483 | 0 | 0 | $0 |
| Frank L Sims | · | May 9, 2012 A | 17,483 | 0 | 0 | $0 |
| James L Chosy | · | March 1, 2012 G | 3,827 | 0 | 0 | $0 |
| Thomas P Schnettler | · | Feb. 15, 2011 A | 167,249 | 0 | 0 | $0 |
| David I Wilson | · | May 15, 2010 F | 37,087 | 0 | 0 | $0 |
| Virginia Gambale | · | May 5, 2010 A | 3,033 | 0 | 0 | $0 |
| Alex Po-Ming Ko | · | Feb. 16, 2010 A | 6,828 | 0 | 0 | $0 |
| Jon W Salveson | · | Feb. 16, 2010 A | 125,444 | 0 | 0 | $0 |
| Samuel L Kaplan | · | May 7, 2009 A | 3,000 | 0 | 0 | $0 |
| Richard A Zona | · | May 2, 2006 A | 2,589 | 0 | 0 | $0 |
| Sandra G Sponem | · | Feb. 21, 2006 A | 12,060 | 0 | 0 | $0 |
| Barry J Nordstrand | · | April 21, 2005 P | 4,178 | 0 | 0 | $0 |
| Paul D Grangaard | · | Feb. 22, 2005 A | 16,336 | 0 | 0 | $0 |
| Pamela L Clayton | · | May 17, 2004 I | 192 | 0 | 0 | $0 |
| Michael D Duffy | · | Feb. 12, 2004 A | 1,094 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 34 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 |
|---|---|---|---|---|
| XSHQ · Invesco Exchange-Traded Fund Trust … | 1.31% | 56,610 SH | Oct. 1, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1.05% | 4,323 SH | Oct. 1, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.87% | 34,775 SH | Oct. 1, 2026 | Daily |
| IWO · iShares Trust | 0.36% | 673,310 SH | Sept. 11, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.30% | 75,680 SH | Aug. 19, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.29% | 43,436 SH | Aug. 19, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.28% | 9,955 SH | Oct. 1, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.26% | 236,298 SH | Aug. 19, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.24% | 65,961 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.18% | 1,824,557 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.17% | 70,738 SH | Oct. 1, 2026 | Daily |
| ISCG · iShares Trust | 0.17% | 21,314 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.15% | 406,766 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.12% | 34,891 SH | Oct. 1, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.10% | 982,508 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.10% | 36,312 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.06% | 775,925 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.06% | 1,548,396 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.06% | 113,259 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.05% | 4,349 SH | Sept. 10, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.02% | 276,833 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 2,139,588 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5,724 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 15,538 SH | Aug. 19, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 88,772 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 18,312 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 53,553 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 4,123,579 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 346,335 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 277,257 SH | Sept. 8, 2026 | Daily |
| IAI · iShares Trust | · | 83,329 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 9,347 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 2,996 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 122,391 SH | Sept. 11, 2026 | Daily |
PIPR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 11 analysts
BUY
Median target
$87.25
+33.5%
3 27.3%
Strong Buy
5 45.5%
Buy
2 18.2%
Hold
1 9.1%
Sell
0 0.0%
Strong Sell
12-Month Price Target
4 analysts · 2026-09-30Mean target $87.12 +33.3%
← Below all targets
Current price $65.36
Low$81.00
Mean$87.12
High$93.00
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 |
|---|---|---|---|---|---|---|
| PIPR | $1.43B | 5.4 | 24.3% | 14.8% | 21.6% | · |
| EVR | · | 24.2 | 29.5% | 15.3% | 31.7% | · |
| VIRT | · | 6.5 | 26.2% | 12.9% | 58.4% | · |
| HLI | · | 23.1 | 9.6% | 16.3% | 18.6% | · |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
| BGC | · | 28.8 | 30.0% | · | · | · |
| MC | · | · | · | · | 51.4% | · |
| BULL | · | -6.3 | · | 4.3% | -4.0% | · |
| PJT | · | · | 14.8% | 10.5% | 72.7% | · |
| LAZ | · | 22.4 | 1.5% | 7.4% | 31.4% | · |
| LCLN | · | · | · | · | · | · |
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Source: SEC 10-Q filed Aug 5, 2026