RBA RB Global, Inc. Common Stock

NYSE · Commercial Services & Supplies · View on SEC EDGAR ↗
$84.55
Price · Aug 18, 2026
Fundamentals as of Aug 4, 2026

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

Price
$84.55
Market Cap
$15.72B
P/E (TTM)
41.4
EPS (TTM)
$2.04
Revenue (TTM)
$4.59B
Div Yield
ROE
7.9%
Debt/Equity
0.4
52W Range
$83 – $120

RBA 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 $4.59B
10-point trend, +307.3%
2016-12-31 2025-12-31
EPS $2.04
10-point trend, +140.0%
2016-12-31 2025-12-31
Free Cash Flow $719M
10-point trend, +353.4%
2016-12-31 2025-12-31
Margins 9.3%

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

Metric
5Y trend
RBA
Peer Median
P/E (TTM)
5-point trend, +12.0%
41.4
33.1
P/S (TTM)
5-point trend, -12.8%
3.4
1.7
P/B
5-point trend, -45.7%
2.8
2.6
EV / EBITDA
5-point trend, -29.5%
14.8
Price / FCF
5-point trend, +20.9%
21.9

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

Metric
5Y trend
RBA
Peer Median
Operating Margin
5-point trend, -8.3%
15.5%
Net Profit Margin
5-point trend, -13.0%
9.3%
5.7%
ROA
5-point trend, -29.9%
3.6%
4.3%
ROE
5-point trend, -45.7%
7.9%
7.6%
ROIC
5-point trend, +12.2%
7.1%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
RBA
Peer Median
Debt / Equity
5-point trend, -72.8%
0.4
0.0
Current Ratio
5-point trend, -14.8%
1.1
1.6
Quick Ratio
5-point trend, -5.6%
0.8

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

Metric
5Y trend
RBA
Peer Median
Revenue YoY
5-point trend, +224.0%
7.1%
Revenue CAGR 3Y
5-point trend, +224.0%
38.3%
Revenue CAGR 5Y
5-point trend, +224.0%
27.2%
EPS YoY
5-point trend, +50.0%
1.5%
Net Income YoY
5-point trend, +182.0%
3.7%

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

Metric
5Y trend
RBA
Peer Median
EPS (Diluted)
5-point trend, +50.0%
$2.04

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
RBA
Peer Median

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

Dividend Yield
Payout Ratio
5Y Div CAGR
Ex-dateAmount
May 27, 2026$0.3100
May 29, 2025$0.2900
Feb. 14, 2025$0.2900
Nov. 27, 2024$0.2900
Aug. 28, 2024$0.2900
May 29, 2024$0.2700
Feb. 8, 2024$0.2700
Nov. 29, 2023$0.2700
Aug. 22, 2023$0.2700
May 30, 2023$0.2700
March 21, 2023$1.0800
Feb. 9, 2023$0.2700
Nov. 22, 2022$0.2700
Aug. 23, 2022$0.2700
May 26, 2022$0.2500
Feb. 10, 2022$0.2500
Nov. 23, 2021$0.2500
Aug. 24, 2021$0.2500
May 25, 2021$0.2200
Feb. 11, 2021$0.2200

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

BUY 11 analysts
  • Strong Buy 5 45.5%
  • Buy 5 45.5%
  • Hold 1 9.1%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

11 analysts · 2026-08-18
Median target $133.00 +57.3%
Mean target $128.91 +52.5%

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

Avg Surprise
0.06%
Period EPS Actual EPS Est Surprise
June 30, 2026 $1.13 $1.15 -0.02%
March 31, 2026 $1.01 $1.00 0.01%
Dec. 31, 2025 $1.11 $1.01 0.10%
Sept. 30, 2025 $0.93 $0.83 0.10%
June 30, 2025 $1.07 $0.96 0.11%
March 31, 2025 $0.89 $0.84 0.05%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
RBA $19.12B 50.4 7.1% 9.3% 7.9%
CTAS $68.53B 34.9 8.9% 17.8% 41.7% 50.7%
CPRT $43.86B 28.5 9.7% 33.4% 18.6%
UNF 22.3 0.20% 6.1% 6.9%
OPLN $3.16B -31.0 8.2% 9.2% 13.4%
VSTS $666M -16.3 -2.5% -1.5% -4.6%
HCSG $1.33B 23.6 7.1% 3.2% 12.0%
ACVA $1.39B -20.6 19.2% -8.7% -15.1%
LQDT $1.02B 31.5 31.2% 5.9% 14.1% 43.8%
CVEO $261M -14.4 -6.3% -3.1% -9.8% 23.6%

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

Income Statement 17
Annual Income Statement data for RBA
Metric Trend 2025202420232022202120202019201820172016
Revenue 10-point trend, +307.3% $4.59B $4.28B $3.68B $1.73B $1.42B $1.38B $1.32B $1.17B $971M $1.13B
Cost of Revenue 2-point trend, +19.6% · · · · · · · · $79M $66M
Gross Profit 2-point trend, +181.9% · · · · · · · · $532M $189M
SG&A Expense 10-point trend, +219.3% $905M $774M $744M $540M $456M $410M $382M $383M $323M $284M
Operating Expenses 10-point trend, +290.4% $3.87B $3.53B $3.21B $1.45B $1.18B $1.12B $1.10B $985M $864M $991M
Operating Income 10-point trend, +425.6% $713M $761M $471M $454M $241M $263M $223M $185M $107M $136M
Interest Expense 8-point trend, +3742.6% · · $214M $58M $37M $36M $41M $45M $38M $6M
Interest Income 8-point trend, +699.8% $15M $26M $22M $7M $1M $2M · · $3M $2M
Other Non-op 10-point trend, -101.4% $-100.0K $-2M $5M $1M $2M $6M $9M $12M $8M $7M
Pretax Income 10-point trend, +310.4% $536M $550M $282M $406M $205M $236M $191M $153M $77M $130M
Income Tax 10-point trend, +192.0% $108M $137M $76M $86M $53M $66M $42M $31M $2M $37M
Net Income 10-point trend, +366.5% $428M $413M $206M $320M $152M $170M $149M $121M $75M $92M
EPS (Basic) 10-point trend, +139.5% $2.06 $2.03 $1.05 $2.89 $1.38 $1.56 $1.37 $1.12 $0.70 $0.86
EPS (Diluted) 10-point trend, +140.0% $2.04 $2.01 $1.04 $2.86 $1.36 $1.54 $1.36 $1.11 $0.69 $0.85
Shares (Basic) 10-point trend, +73.9% 185,400,000 184,000,000 167,000,000 110,781,282 110,315,782 109,054,493 108,519,739 108,063,349 107,044,348 106,630,323
Shares (Diluted) 10-point trend, +73.9% 186,900,000 185,300,000 168,200,000 111,886,025 111,406,830 110,310,984 109,759,123 109,388,236 108,113,151 107,457,794
EBITDA 10-point trend, +577.8% $1.20B $1.21B $824M $552M $328M $338M $294M $252M $160M $177M
Balance Sheet 29
Annual Balance Sheet data for RBA
Metric Trend 2025202420232022202120202019201820172016
Cash & Equivalents 10-point trend, +155.7% $532M $534M $576M $494M $326M $279M $360M $238M $268M $208M
Receivables 10-point trend, +1233.2% $706M $709M $732M $183M $151M $135M $143M $129M $92M $53M
Inventory 10-point trend, +390.7% $140M $122M $166M $103M $102M $86M $65M $113M $38M $28M
Prepaid Expense 10-point trend, +228.3% $62M $52M $52M $29M $42M $21M $22M $18M $20M $19M
Other Current Assets 9-point trend, +290.4% $108M $77M $91M $48M $64M $27M $50M $49M $28M ·
Current Assets 10-point trend, +372.2% $1.78B $1.71B $1.81B $963M $762M $557M $680M $604M $508M $378M
PP&E (Net) 10-point trend, +195.6% $1.52B $1.28B $1.20B $459M $449M $492M $484M $487M $527M $515M
PP&E (Gross) 10-point trend, +175.1% $2.18B $1.83B $1.67B $852M $832M $860M $824M $799M $831M $792M
Accum. Depreciation 10-point trend, +137.2% $658M $550M $470M $393M $383M $368M $340M $312M $305M $277M
Goodwill 10-point trend, +4685.9% $4.67B $4.51B $4.54B $949M $948M $841M $672M $672M $671M $98M
Intangibles 10-point trend, +3308.5% $2.46B $2.67B $2.91B $323M $351M $301M $233M $246M $261M $72M
Other Non-current Assets 10-point trend, +638.0% $149M $98M $86M $40M $143M $148M $146M $29M $32M $20M
Total Assets 10-point trend, +659.2% $12.14B $11.81B $12.04B $2.86B $3.59B $2.35B $2.23B $2.05B $2.02B $1.60B
Accounts Payable 10-point trend, +570.8% $836M $782M $686M $259M $280M $244M $194M $201M $165M $125M
Accrued Liabilities 10-point trend, +677.4% $348M $237M $294M $119M $117M $100M $70M $64M $55M $45M
Short-term Debt 10-point trend, +475.0% $138M $28M $14M $29M $6M $29M $5M $20M $7M $24M
Current Liabilities 10-point trend, +539.9% $1.62B $1.33B $1.34B $795M $588M $515M $501M $440M $388M $253M
Capital Leases 7-point trend, +1208.6% $1.46B $1.43B $1.35B $112M $110M $113M $111M · · ·
Deferred Tax 10-point trend, +3165.4% $559M $609M $683M $54M $52M $45M $43M $36M $32M $17M
Other Non-current Liabilities 10-point trend, +316.1% $158M $97M $87M $35M $147M $153M $151M $42M $47M $38M
Total Liabilities 10-point trend, +572.2% $6.08B $6.09B $6.53B $1.57B $2.52B $1.34B $1.32B $1.22B $1.26B $904M
Long-term Debt 10-point trend, +291.8% $2.33B $2.63B $3.08B $582M $1.74B $637M $645M $711M $813M $596M
Total Debt 10-point trend, +298.9% $2.47B $2.65B $3.09B $611M $1.74B $666M $650M $731M $820M $620M
Common Stock 10-point trend, +3378.9% $4.37B $4.26B $4.05B $246M $228M $200M $195M $182M $139M $125M
Retained Earnings 10-point trend, +108.7% $1.25B $1.09B $918M $1.04B $840M $792M $714M $648M $603M $601M
AOCI 10-point trend, +28.0% $-48M $-125M $-44M $-85M $-56M $-34M $-59M $-56M $-43M $-67M
Stockholders' Equity 10-point trend, +710.9% $5.57B $5.22B $5.02B $1.29B $1.07B $1.01B $902M $831M $740M $687M
Liabilities + Equity 10-point trend, +659.2% $12.14B $11.81B $12.04B $2.86B $3.59B $2.35B $2.23B $2.05B $2.02B $1.60B
Shares Outstanding 10-point trend, +74.0% 185,900,000 184,700,000 182,843,942 110,881,363 110,618,049 109,876,428 109,337,781 108,682,030 107,269,783 106,822,001
Cash Flow 18
Annual Cash Flow data for RBA
Metric Trend 2025202420232022202120202019201820172016
D&A 10-point trend, +1083.0% $483M $444M $352M $97M $88M $75M $71M $67M $53M $41M
Stock-based Comp 7-point trend, +417.9% $66M $62M $56M $42M $31M $17M $13M · · ·
Deferred Tax 10-point trend, -1513.6% $-54M $-69M $-66M $-300.0K $4M $9M $9M $6M $-17M $-3M
Other Non-cash 10-point trend, -238.5% $-82M $-18M $-148M $156M $67M $-25M $181M $-116M $45M $59M
Operating Cash Flow 10-point trend, +450.9% $978M $932M $544M $463M $318M $258M $333M $144M $148M $178M
CapEx 10-point trend, +1269.1% $259M $167M $228M $32M $10M $14M $14M $17M $11M $19M
Investing Cash Flow 10-point trend, -373.1% $-553M $-302M $-3.11B $77M $-214M $-277M $-36M $-31M $-711M $-117M
Debt Issued 7-point trend, -57.5% $275M $0 $3.17B $0 $1.11B · · · $325M $647M
Net Debt Issued 10-point trend, -160.5% $-302M $-454M $2.52B $-1.13B $1.10B $-14M $-76M $-91M $216M $499M
Stock Issued 4-point trend, +68.8% · · · · · · $41M $29M $10M $24M
Stock Repurchased 3-point trend, +44.8% · · · · · $53M $42M · · $37M
Net Stock Activity 5-point trend, -329.2% · · · · · $-53M $-918.0K $29M $10M $-12M
Dividends Paid 9-point trend, +192.4% · $206M $298M $115M $104M $92M $83M $76M $73M $70M
Financing Cash Flow 10-point trend, -214.2% $-461M $-646M $2.68B $-1.26B $961M $-111M $-187M $-134M $119M $404M
Net Change in Cash 10-point trend, -103.0% $-14M $-39M $122M $-737M $1.06B $-113M $115M $-26M $-427M $465M
Taxes Paid 10-point trend, +320.1% $227M $201M $180M $30M $71M $43M $27M $10M $28M $54M
Free Cash Flow 10-point trend, +353.4% $719M $765M $316M $431M $308M $244M $319M $127M $135M $159M
Levered FCF 8-point trend, +3.5% · · $160M $385M $280M $218M $287M $92M $98M $155M
Profitability 7
Annual Profitability data for RBA
Metric Trend 2025202420232022202120202019201820172016
Operating Margin 8-point trend, -1.8% 15.5% 17.8% 12.8% 26.2% 17.0% 19.1% 16.9% 15.8% · ·
Net Margin 8-point trend, -10.1% 9.3% 9.6% 5.6% 18.4% 10.7% 12.3% 11.3% 10.4% · ·
Pretax Margin 8-point trend, -10.4% 11.7% 12.8% 7.7% 23.4% 14.5% 17.1% 14.5% 13.0% · ·
EBITDA Margin 8-point trend, +21.1% 26.1% 28.1% 22.4% 31.8% 23.2% 24.6% 22.3% 21.5% · ·
ROA 10-point trend, -47.0% 3.6% 3.5% 2.8% 9.9% 5.1% 7.4% 7.0% 6.0% 4.2% 6.8%
ROE 10-point trend, -39.9% 7.9% 8.1% 6.6% 27.1% 14.6% 17.8% 17.2% 15.5% 10.5% 13.2%
ROIC 10-point trend, -4.8% 7.1% 7.2% 4.2% 18.8% 6.3% 11.4% 11.2% 9.4% 6.7% 7.4%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for RBA
Metric Trend 2025202420232022202120202019201820172016
Current Ratio 10-point trend, -26.2% 1.1 1.3 1.4 1.2 1.3 1.1 1.4 1.4 1.3 1.5
Quick Ratio 10-point trend, -25.9% 0.8 0.9 1.0 0.9 0.8 0.8 1.0 0.8 0.9 1.0
Debt / Equity 10-point trend, -50.8% 0.4 0.5 0.6 0.5 1.6 0.7 0.7 0.9 1.1 0.9
LT Debt / Equity 10-point trend, -52.7% 0.4 0.5 0.6 0.4 1.6 0.6 0.7 0.8 1.1 0.9
Interest Coverage 8-point trend, -91.0% · · 2.2 7.9 6.5 7.4 5.4 4.2 2.8 24.4
Efficiency 3
Annual Efficiency data for RBA
Metric Trend 2025202420232022202120202019201820172016
Asset Turnover 8-point trend, -33.3% 0.4 0.4 0.5 0.5 0.5 0.6 0.6 0.6 · ·
Inventory Turnover 2-point trend, +55.9% · · · · · · · · 2.4 1.5
Receivables Turnover 8-point trend, -38.7% 6.5 5.9 8.0 10.3 9.9 9.9 9.9 10.6 · ·
Per Share 5
Annual Per Share data for RBA
Metric Trend 2025202420232022202120202019201820172016
Book Value / Share 10-point trend, +366.0% $29.97 $28.28 $27.44 $11.63 $9.68 $9.17 $8.25 $7.64 $6.90 $6.43
Revenue / Share 8-point trend, +129.6% $24.56 $23.13 $21.88 $15.50 $12.72 $12.49 $12.01 $10.70 · ·
Cash Flow / Share 10-point trend, +216.7% $5.23 $5.03 $3.23 $4.14 $2.85 $2.34 $3.03 $1.32 $1.35 $1.65
Cash / Share 10-point trend, +46.9% $2.86 $2.89 $3.15 $4.46 $2.95 $2.54 $3.29 $2.19 $2.50 $1.95
EPS (TTM) 10-point trend, +140.0% $2.04 $2.01 $1.04 $2.86 $1.36 $1.54 $1.36 $1.11 $0.69 $0.85
Growth Rates 9
Annual Growth Rates data for RBA
Metric Trend 2025202420232022202120202019201820172016
Revenue YoY 5-point trend, +147.4% 7.1% 16.4% 112.2% 22.4% 2.9% · · · · ·
Revenue CAGR 3Y 3-point trend, -1.1% 38.3% 44.6% 38.8% · · · · · · ·
Revenue CAGR 5Y 27.2% · · · · · · · · ·
EPS YoY 5-point trend, +112.7% 1.5% 93.3% -63.6% 110.3% -11.7% · · · · ·
EPS CAGR 3Y 3-point trend, +13.2% -10.7% 13.9% -12.3% · · · · · · ·
EPS CAGR 5Y 5.8% · · · · · · · · ·
Net Income YoY 5-point trend, +134.6% 3.7% 100.0% -35.4% 110.5% -10.7% · · · · ·
Net Income CAGR 3Y 3-point trend, +53.4% 10.2% 39.6% 6.7% · · · · · · ·
Net Income CAGR 5Y 20.3% · · · · · · · · ·
Valuation (TTM) 17
Annual Valuation (TTM) data for RBA
Metric Trend 2025202420232022202120202019201820172016
Revenue TTM 10-point trend, +307.3% $4.59B $4.28B $3.68B $1.73B $1.42B $1.38B $1.32B $1.17B $971M $1.13B
Net Income TTM 10-point trend, +366.5% $428M $413M $206M $320M $152M $170M $149M $121M $75M $92M
Market Cap 10-point trend, +426.5% $19.12B $16.66B $12.23B $6.41B $6.77B $7.64B $4.70B $3.56B $3.21B $3.63B
Enterprise Value 10-point trend, +420.9% $21.06B $18.78B $14.74B $6.53B $8.19B $8.03B $4.99B $4.05B $3.76B $4.04B
P/E 10-point trend, +26.1% 50.4 44.9 64.3 20.2 45.0 45.2 31.6 29.5 43.4 40.0
P/S 10-point trend, +29.3% 4.2 3.9 3.3 3.7 4.8 5.5 3.6 3.0 3.3 3.2
P/B 10-point trend, -35.1% 3.4 3.2 2.4 5.0 6.3 7.6 5.2 4.3 4.3 5.3
P / Tangible Book · · · 354.3 · · · · · ·
P / Cash Flow 10-point trend, -4.4% 19.5 17.9 22.5 13.8 21.3 29.6 14.1 24.6 22.0 20.5
P / FCF 10-point trend, +16.1% 26.6 21.8 38.7 14.9 22.0 31.4 14.7 27.9 23.7 22.9
EV / EBITDA 10-point trend, -23.1% 17.6 15.6 17.9 11.8 25.0 23.7 17.0 16.1 23.5 22.9
EV / FCF 10-point trend, +14.9% 29.3 24.6 46.6 15.1 26.6 33.0 15.6 31.8 27.8 25.5
EV / Revenue 10-point trend, +27.9% 4.6 4.4 4.0 3.8 5.8 5.8 3.8 3.5 3.9 3.6
Dividend Yield 9-point trend, -36.1% · 1.2% 2.4% 1.8% 1.5% 1.2% 1.8% 2.1% 2.3% 1.9%
Earnings Yield 10-point trend, -20.8% 2.0% 2.2% 1.6% 5.0% 2.2% 2.2% 3.2% 3.4% 2.3% 2.5%
Payout Ratio 9-point trend, -35.0% · 49.9% 144.3% 36.0% 68.3% 53.9% 55.4% 62.3% 97.0% 76.7%
Annual Payout 9-point trend, +192.4% · $206M $298M $115M $104M $92M $83M $76M $73M $70M

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

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $4.59B$4.28B$3.68B$1.73B$1.42B
Operating Margin % 15.5%17.8%12.8%26.2%17.0%
Net Income $428M$413M$206M$320M$152M
Diluted EPS $2.04$2.01$1.04$2.86$1.36
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.40.50.60.51.6
Current Ratio 1.11.31.41.21.3
Quick Ratio 0.80.91.00.90.8
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $719M$765M$316M$431M$308M

Latest News Recent headlines mentioning this company

My Metrics Your personal watchlist — selected rows from Full Fundamentals

📊

Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Institutional owners (13F) 605 filers · $13.0B 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
72 (+6 vs prior Q) 34 (-17 vs prior Q) 202 (-4 vs prior Q) 185 (+15 vs prior Q) +30.4M

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 CAPITAL MANAGEMENT LLC $1,563,751,004 13,429,931 11.99% Shares
EdgePoint Investment Group Inc. $1,112,150,188 9,562,646 8.53% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $987,238,879 8,477,792 7.57% Shares
STATE STREET CORP $764,596,592 6,566,327 5.86% Shares
GEODE CAPITAL MANAGEMENT, LLC $499,231,760 4,294,130 3.83% Shares
Fiera Capital Corp $421,846,296 3,630,060 3.23% Shares
1832 Asset Management L.P. $389,800,421 3,347,363 2.99% Shares
VANGUARD FIDUCIARY TRUST CO $328,954,458 2,825,308 2.52% Shares
LAZARD ASSET MANAGEMENT LLC $308,381,686 2,648,190 2.36% Shares
NORGES BANK $292,666,279 2,514,982 2.24% Shares
FMR LLC $292,216,444 2,509,465 2.24% Shares
VANGUARD GROUP INC $287,436,908 2,792,819 2.20% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $253,230,978 2,175,856 1.94% Shares
COOKE & BIELER LP $244,421,097 2,098,936 1.87% Shares
Boston Partners $239,243,535 2,054,858 1.83% Shares
HAWK RIDGE CAPITAL MANAGEMENT LP $227,412,177 1,952,874 1.74% Shares
ROYAL BANK OF CANADA $206,577,000 1,773,955 1.58% Shares
JARISLOWSKY, FRASER Ltd $195,640,130 1,805,849 1.50% Shares
BANK OF MONTREAL /CAN/ $189,031,825 1,625,360 1.45% Shares
Caisse de depot et placement du Quebec $183,651,176 1,577,664 1.41% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $171,334,849 1,474,464 1.31% Shares
MACKENZIE FINANCIAL CORP $166,061,529 1,005,763 1.27% Shares
Holocene Advisors, LP $164,164,805 1,409,745 1.26% Shares
Canoe Financial LP $162,924,317 1,400,855 1.25% Shares
Connor, Clark & Lunn Investment Management Ltd. $152,994,480 1,315,495 1.17% Shares
GOLDMAN SACHS GROUP INC $149,211,927 1,281,339 1.14% Shares
WELLINGTON MANAGEMENT GROUP LLP $147,845,342 1,270,399 1.13% Shares
RIVERBRIDGE PARTNERS LLC $119,709,622 1,027,992 0.92% Shares
Vanguard Global Advisers, LLC $100,418,973 862,553 0.77% Shares
CIBC Asset Management Inc $91,883,650 775,230 0.70% Shares
JONES FINANCIAL COMPANIES LLLP $76,517,607 663,582 0.59% Shares
DIMENSIONAL FUND ADVISORS LP $70,003,569 601,147 0.54% Shares
Swiss National Bank $69,768,145 601,043 0.53% Shares
Blue Grotto Capital, LLC $68,014,020 584,062 0.52% Shares
EVENTIDE ASSET MANAGEMENT, LLC $61,538,023 528,645 0.47% Shares
BLAIR WILLIAM & CO/IL $61,319,939 526,577 0.47% Shares
BW Gestao de Investimentos Ltda. $57,648,340 495,048 0.44% Shares
Federation des caisses Desjardins du Quebec $56,982,460 493,808 0.44% Shares
ROYCE & ASSOCIATES LP $56,770,307 487,508 0.44% Shares
RHUMBLINE ADVISERS $54,262,263 465,971 0.42% Shares
SCHWARTZ INVESTMENT COUNSEL INC $51,820,250 445,000 0.40% Shares
Legal & General Group Plc $50,626,970 434,939 0.39% Shares
PRINCIPAL FINANCIAL GROUP INC $49,022,073 420,971 0.38% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $47,052,804 412,925 0.36% Shares
Bank of New York Mellon Corp $44,793,773 384,661 0.34% Shares
CIDEL ASSET MANAGEMENT INC $43,912,280 377,328 0.34% Shares
VANGUARD ASSET MANAGEMENT, Ltd $42,934,609 368,797 0.33% Shares
ENVESTNET ASSET MANAGEMENT INC $37,666,347 323,462 0.29% Shares
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp $36,487,041 313,728 0.28% Shares
Champlain Investment Partners, LLC $36,311,323 311,819 0.28% Shares
Retirement Systems of Alabama $35,354,336 303,601 0.27% Shares
WESTWOOD HOLDINGS GROUP INC $33,350,092 286,391 0.26% Shares
ProShare Advisors LLC $30,325,211 260,414 0.23% Shares
ArrowMark Colorado Holdings LLC $28,081,335 241,145 0.22% Shares
TD Waterhouse Canada Inc. $27,664,802 244,362 0.21% Shares
NATIONAL BANK OF CANADA /FI/ $27,169,143 236,626 0.21% Shares
TD Asset Management Inc $26,620,470 228,600 0.20% Shares
12th Street Asset Management Company, LLC $25,878,429 222,228 0.20% Shares
NEUBERGER BERMAN GROUP LLC $25,227,157 216,640 0.19% Shares
BANK OF NOVA SCOTIA $25,004,034 214,793 0.19% Shares
BlackRock, Inc. $24,825,510 213,186 0.19% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $24,611,565 211,349 0.19% Shares
NICHOLAS COMPANY, INC. $24,538,228 210,719 0.19% Shares
Alyeska Investment Group, L.P. $24,440,875 209,883 0.19% Shares
ALLIANCEBERNSTEIN L.P. $23,651,754 246,758 0.18% Shares
SAMLYN CAPITAL, LLC $21,999,268 188,916 0.17% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $21,458,591 184,273 0.16% Shares
Oasis Management Co Ltd. $21,338,764 183,244 0.16% Shares
Walleye Capital LLC $21,327,585 183,148 0.16% Shares
MILLENNIUM MANAGEMENT LLC $20,181,600 173,307 0.15% Shares
LPL Financial LLC $19,325,084 165,952 0.15% Shares
AVIVA PLC $18,698,609 160,884 0.14% Shares
BNP PARIBAS FINANCIAL MARKETS $18,488,883 158,771 0.14% Shares
Quantinno Capital Management LP $18,227,719 156,528 0.14% Shares
Hillsdale Investment Management Inc. $18,130,425 155,900 0.14% Shares
Northwest & Ethical Investments L.P. $18,028,620 155,065 0.14% Shares
AMERIPRISE FINANCIAL INC $17,730,095 152,255 0.14% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $17,728,814 152,244 0.14% Shares
Cinctive Capital Management LP $17,715,888 152,133 0.14% Shares
Arvin Capital Management LP $17,192,096 147,635 0.13% Shares
CIBC WORLD MARKET INC. $17,142,012 147,375 0.13% Shares
Freestone Grove Partners LP $16,254,440 139,583 0.12% Shares
Korea Investment CORP $16,100,189 138,345 0.12% Shares
Gotham Asset Management, LLC $15,661,128 134,488 0.12% Shares
MONTRUSCO BOLTON INVESTMENTS INC. $14,843,665 127,548 0.11% Shares
RAYMOND JAMES FINANCIAL INC $14,165,369 121,643 0.11% Shares
Onex Canada Asset Management Inc. $13,756,587 118,133 0.11% Shares
OMERS ADMINISTRATION Corp $13,657,201 117,353 0.10% Shares
Covalis Capital LLP $13,094,686 112,449 0.10% Shares
APG Asset Management N.V. $13,083,692 128,455 0.10% Shares
Addenda Capital Inc. $12,713,470 77,000 0.10% Shares
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD $12,621,084 108,382 0.10% Shares
STIFEL FINANCIAL CORP $12,498,874 107,332 0.10% Shares
Pictet Asset Management Holding SA $11,532,039 99,092 0.09% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $11,273,408 96,809 0.09% Shares
PICTON MAHONEY ASSET MANAGEMENT $11,245,669 96,839 0.09% Shares
Mawer Investment Management Ltd. $11,232,185 96,455 0.09% Shares
NEW YORK STATE COMMON RETIREMENT FUND $10,975,180 94,248 0.08% Shares
Vanguard Investments Australia, Ltd. $10,930,370 93,889 0.08% Shares
MetLife Investment Management, LLC $10,444,633 89,692 0.08% Shares

Company insiders 53 insiders · 29 officers · 24 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
James Francis Kessler Chief Executive Officer June 18, 2026 A 255,024 0 1 $-2,385,330
Ravichandra Krishnamurty Saligram CEO Sept. 3, 2019 F 140,454 0 0 $0
Eric Guerin Chief Financial Officer June 18, 2026 A 9,410 0 0 $0
Eric Douglas Jacobs Chief Financial Officer June 6, 2022 A 0 0 $0
Sharon Ruth Driscoll Chief Financial Officer March 14, 2022 F 24,383 0 0 $0
Karl William Werner President, International March 16, 2021 S 0 0 0 $0
Kieran Colquhoun Holm President, Canada March 15, 2021 F 16,492 0 0 $0
Jim Barr Group President Dec. 20, 2017 A 0 0 0 $0
Randall James Wall President, Canada March 10, 2017 M 0 0 0 $0
Terrence J. Dolan President, US & Latin America March 2, 2016 A 0 0 $0
Christopher Carlson Chief Accounting Officer June 25, 2026 S 3,514 0 2 $-32,650
Jennifer Laura Schmit Chief People Officer June 18, 2026 A 1,843 0 0 $0
Michael Thomas Steven Lewis Chief Operations Officer June 18, 2026 A 2,501 0 1 $-254,141
Darren Jeffrey Watt Chief Legal Officer June 18, 2026 A 31,216 0 0 $0
Nancy Elizabeth King Chief Technology Officer Sept. 18, 2025 A 2,539 0 0 $0
James J Jeter Chief Revenue Officer Aug. 13, 2025 M 14,167 0 0 $0
Andrew John Fesler Chief People Officer June 20, 2025 A 5,532 0 0 $0
Baron Concors Chief Product & Tech. Officer May 21, 2024 S 15,487 0 0 $0
Megan Anne Cash Principal Fin. & Acctg Officer Dec. 21, 2023 A 0 0 0 $0
Carmen D Thiede CTO and People Officer Aug. 8, 2023 A 24,821 0 0 $0
Kari R Taylor Chief Revenue Officer June 17, 2022 A 5,538 0 0 $0
Matthew Ackley Chief Marketing Officer May 12, 2022 M 0 0 0 $0
Kevin Alan Geisner Chief Strategy Officer March 15, 2022 A 367 0 0 $0
Todd Donald Wohler Chief Human Resources Officer March 20, 2020 M 13,756 0 0 $0
Marianne Marck Chief Information Officer March 20, 2020 M 6,437 0 0 $0
Douglas P. Feick SVP, Corp Dev & Intgr Opt March 7, 2019 A 516 0 0 $0
Jeroen Laurentius Johanus Rijk Sr. VP, Managing Director, Eur March 10, 2017 M 0 0 0 $0
Douglas William Olive Sr. VP, Pricing & Appraisals March 10, 2017 M 0 0 0 $0
Becky L. Alseth Chief Marketing Officer March 2, 2017 A 0 0 $0
Chloe Harford Director June 18, 2026 A 0 0 $0
Timothy J. O'Day Director June 18, 2026 A 1,500 0 0 $0
Deborah Stein Director June 18, 2026 A 1,825 3 0 $184,595
Brian A Bales Director June 18, 2026 A 0 0 $0
Gregory B Morrison Director June 18, 2026 A 4,583 0 0 $0
Robert George Elton Director June 18, 2026 A 1,471 0 0 $0
Michael D Sieger Director June 18, 2026 A 7,619 0 0 $0
Carol Stephenson Director June 18, 2026 A 4,320 0 0 $0
Adam Dewitt Director June 18, 2026 A 7,783 0 0 $0
Sarah E. Raiss Director March 2, 2026 A 2,785 0 0 $0
Smith Jeffrey C Director Sept. 18, 2024 A 0 0 $0
William J Breslin Director March 4, 2024 A 0 0 $0
Erik Olsson Director March 4, 2024 A 4,000 0 0 $0
Ann Fandozzi Director Feb. 15, 2024 A 0 0 0 $0
Lisa Hook Director June 20, 2023 A 1,860 0 0 $0
Mahesh Shah Director March 6, 2023 A 0 0 $0
Christopher Zimmerman Director March 6, 2023 A 0 0 0 $0
Amy Guggenheim Shenkan Director March 7, 2022 A 0 0 $0
Beverley Anne Briscoe Director March 7, 2022 A 0 0 $0
Kim J Fennell Director March 7, 2022 A 0 0 $0
Edward Baltazar Pitoniak Director March 8, 2019 A 7,281 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
Starboard Value LP, Starboard Value and Opportunity Master Fund III LP, Starboard Value and Opportunity Master Fund L LP, Starboard Value and Opportunity S LLC, Starboard Value and Opportunity C LP, Starboard X Master Fund II LP, Starboard Value A LP, Starboard Value A GP LLC, Starboard Value R LP, Starboard Value L LP, Starboard Value R GP LLC, STARBOARD VALUE GP LLC, Starboard Principal Co LP, Starboard Principal Co GP LLC, Jeffrey C. Smith, Peter A. Feld ×2 filings April 10, 2023 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 93 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
EBIZ · Global X Funds 4.47% 12,529 NS April 30, 2026 N-PORT
GRW · TCW ETF Trust 2.43% 16,740 NS April 30, 2026 N-PORT
MCOW · Pacer Funds Trust 1.92% 181 NS April 30, 2026 N-PORT
RUNN · Strategic Trust 1.75% 56,942 NS May 31, 2026 N-PORT
REGL · ProShares Trust 1.61% 253,983 NS May 31, 2026 N-PORT
XMMO · Invesco Exchange-Traded Fund Trust 1.40% 1,118,073 SH Aug. 8, 2026 Daily
IVOG · VANGUARD ADMIRAL FUNDS 1.14% 183,826 SH Aug. 8, 2026 Daily
IJK · iShares Trust 0.92% 1,088,815 SH Aug. 8, 2026 Daily
XMLV · Invesco Exchange-Traded Fund Trust … 0.87% 69,033 SH Aug. 8, 2026 Daily
PAMC · Pacer Funds Trust 0.80% 4,839 NS April 30, 2026 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 0.62% 23,609 SH Aug. 8, 2026 Daily
BBCA · J.P. Morgan Exchange-Traded Fund Tr… 0.62% 636,641 NS April 30, 2026 N-PORT
PID · Invesco Exchange-Traded Fund Trust 0.59% 57,565 SH Aug. 8, 2026 Daily
VBK · VANGUARD INDEX FUNDS 0.59% 2,468,563 SH Aug. 8, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.59% 300,888 SH Aug. 8, 2026 Daily
PTMC · Pacer Funds Trust 0.57% 21,387 NS April 30, 2026 N-PORT
EWC · iShares, Inc. 0.55% 378,945 SH Aug. 8, 2026 Daily
XJH · iShares Trust 0.54% 25,178 SH Aug. 8, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.53% 24,876 SH Aug. 8, 2026 Daily
IJH · iShares Trust 0.47% 6,428,104 SH Aug. 8, 2026 Daily
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0.43% 7,667 NS May 31, 2026 N-PORT
MVV · ProShares Trust 0.43% 6,418 NS May 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.38% 3,075 NS April 30, 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.37% 502,121 NS May 31, 2026 N-PORT
PIEL · Pacer Funds Trust 0.30% 30 NS April 30, 2026 N-PORT
UMDD · ProShares Trust 0.30% 896 NS May 31, 2026 N-PORT
IYC · iShares Trust 0.28% 37,084 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.26% 4,272,749 SH Aug. 8, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.24% 2,138,117 SH Aug. 8, 2026 Daily
ESUM · Strategy Shares 0.18% 2,610 NS April 30, 2026 N-PORT
ESLV · Strategy Shares 0.17% 193 NS April 30, 2026 N-PORT
ACVF · ETF Opportunities Trust 0.17% 2,343 NS April 30, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.17% 23,759 SH Aug. 8, 2026 Daily
IWS · iShares Trust 0.17% 281,166 SH Aug. 8, 2026 Daily
SMDX · Tidal Trust III 0.15% 1,753 NS April 30, 2026 N-PORT
ESLG · Strategy Shares 0.14% 267 NS April 30, 2026 N-PORT
FNDC · SCHWAB STRATEGIC TRUST 0.13% 38,106 NS May 31, 2026 N-PORT
IWR · iShares Trust 0.12% 757,047 SH Aug. 8, 2026 Daily
DIHP · Dimensional ETF Trust 0.12% 64,527 NS April 30, 2026 N-PORT
DEUS · DBX ETF Trust 0.09% 2,350 NS May 29, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.09% 1,052,497 SH Aug. 8, 2026 Daily
IEDI · iShares U.S. ETF Trust 0.08% 252 SH Aug. 8, 2026 Daily
BKIE · BNY Mellon ETF Trust 0.08% 9,107 NS April 30, 2026 N-PORT
IGRO · iShares Trust 0.08% 11,076 SH Aug. 8, 2026 Daily
DFAI · Dimensional ETF Trust 0.08% 115,397 NS April 30, 2026 N-PORT
VEA · VANGUARD TAX-MANAGED FUNDS 0.07% 1,816,430 SH Aug. 8, 2026 Daily
DFSI · Dimensional ETF Trust 0.07% 6,704 NS April 30, 2026 N-PORT
SCHF · SCHWAB STRATEGIC TRUST 0.07% 415,609 NS May 31, 2026 N-PORT
SCHV · SCHWAB STRATEGIC TRUST 0.06% 93,775 NS May 31, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.06% 112,283 SH Aug. 8, 2026 Daily