SGI Somnigroup International Inc. Common Stock

NYSE · Consumer products · View on SEC EDGAR ↗
$65.92
Price · Aug 19, 2026
Fundamentals as of Aug 7, 2026

About Somnigroup International Inc. Common Stock Company overview from Wikipedia

Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.

Read more

Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.

The company was formed when Tempur-Pedic International, a manufacturer of memory foam mattresses, acquired its biggest competitor Sealy Corporation in 2012. It is based in Lexington, Kentucky.

In May 2023, Temper Sealy sought to acquire mattress retailer Mattress Firm for a reported $4 billion. However, in July 2024 the deal was blocked by the United States Federal Trade Commission due to concerns about its impact on competition in the space. The company sued the Federal Trade Commission in October to halt the court proceedings and won the case in January 2025, allowing the deal to go through.

The acquisition was finalized in February 2025 and Tempur Sealy changed its name to Somnigroup International Inc.

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

Wikidata ↗

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

Price
$65.92
Market Cap
P/E (TTM)
48.5
EPS (TTM)
$1.84
Revenue (TTM)
$7.48B
Div Yield
ROE
12.9%
Debt/Equity
52W Range
$60 – $99

SGI 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 $7.48B
10-point trend, +142.8%
2016-12-31 2025-12-31
EPS $1.84
10-point trend, -42.3%
2016-12-31 2025-12-31
Free Cash Flow $633M
10-point trend, +514.2%
2016-12-31 2025-12-31
Margins 5.1%
10-point trend, +1.7%
2016-12-31 2025-12-31

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

Metric
5Y trend
SGI
Peer Median
P/E (TTM)
5-point trend, +215.7%
48.5
16.8

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

Metric
5Y trend
SGI
Peer Median
Gross Margin
5-point trend, -2.7%
42.6%
41.9%
Operating Margin
5-point trend, -45.4%
10.1%
Net Profit Margin
5-point trend, -59.4%
5.1%
4.3%
ROA
5-point trend, -73.3%
4.4%
3.2%
ROE
5-point trend, -93.3%
12.9%
7.1%
ROIC
5-point trend, -92.0%
19.5%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
SGI
Peer Median
Current Ratio
5-point trend, -31.7%
0.8
2.0
Quick Ratio
5-point trend, -66.5%
0.2

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

Metric
5Y trend
SGI
Peer Median
Revenue YoY
5-point trend, +51.6%
51.6%
Revenue CAGR 3Y
5-point trend, +51.6%
15.0%
Revenue CAGR 5Y
5-point trend, +51.6%
15.2%
EPS YoY
5-point trend, -39.9%
-14.8%
Net Income YoY
5-point trend, -38.5%
-0.05%

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

Metric
5Y trend
SGI
Peer Median
EPS (Diluted)
5-point trend, -39.9%
$1.84

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
SGI
Peer Median
Payout Ratio
5-point trend, +228.4%
33.2%

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

Dividend Yield
Payout Ratio
33.2%
5Y Div CAGR
Ex-dateAmount
May 21, 2026$0.1700
March 5, 2026$0.1700
Nov. 20, 2025$0.1500
Aug. 21, 2025$0.1500
May 22, 2025$0.1500
March 6, 2025$0.1500
Nov. 21, 2024$0.1300
Aug. 15, 2024$0.1300
May 15, 2024$0.1300
Feb. 21, 2024$0.1300
Nov. 15, 2023$0.1100
Aug. 16, 2023$0.1100
May 22, 2023$0.1100
Feb. 22, 2023$0.1100
Nov. 16, 2022$0.1000
Aug. 10, 2022$0.1000
May 11, 2022$0.1000
March 7, 2022$0.1000
Nov. 9, 2021$0.0900
Aug. 11, 2021$0.0900

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

BUY 15 analysts
  • Strong Buy 5 33.3%
  • Buy 7 46.7%
  • Hold 3 20.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

9 analysts · 2026-08-17
Median target $94.00 +42.6%
Mean target $89.44 +35.7%

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

Avg Surprise
0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.58 $0.58 -0.00%
March 31, 2026 $0.59 $0.58 0.01%
Dec. 31, 2025 $0.72 $0.73 -0.01%
Sept. 30, 2025 $0.95 $0.87 0.08%
June 30, 2025 $0.53 $0.51 0.02%
March 31, 2025 $0.49 $0.47 0.02%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SGI 48.5 51.6% 5.1% 12.9% 42.6%
MHK $7.52B 18.4 -0.48% 3.4% 4.7% 23.9%
LZB $1.43B 14.3 0.83% 4.8% 9.8% 44.0%
LEG $2.19B 6.5 -7.5% 5.8% 27.5% 18.4%
ETD $708M 13.9 -4.9% 8.4% 10.7% 60.5%
XMAX
FLXS $191M 10.1 6.9% 4.6% 12.2% 22.2%
LOVE $195M 47.6 2.4% 0.58% 1.9% 56.4%
BSET $134M 22.2 1.6% 1.8% 3.7% 56.3%
HOFT $143M -5.2 -12.4% -9.7% -14.9% 26.4%
LIVE $56M 3.7 -5.9% 5.1% 27.0% 32.7%

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

Income Statement 16
Annual Income Statement data for SGI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +150.1% $7.48B $4.93B $4.93B $4.92B $4.93B $3.68B $3.11B $2.70B $2.70B $3.08B $3.15B $2.99B
Cost of Revenue 12-point trend, +133.4% $4.29B $2.90B $2.94B $2.87B $2.77B $2.04B $1.76B $1.58B $1.58B $1.79B $1.91B $1.84B
Gross Profit 12-point trend, +176.7% $3.18B $2.03B $1.99B $2.05B $2.16B $1.64B $1.34B $1.12B $1.12B $1.29B $1.25B $1.15B
R&D Expense 12-point trend, +52.3% $33M $31M $31M $29M $27M $23M $23M $22M $22M $27M $29M $22M
SG&A Expense · · · · · · · · · · · $281M
Operating Income 12-point trend, +173.2% $755M $634M $607M $681M $912M $532M $347M $256M $296M $413M $306M $276M
Interest Expense 10-point trend, +41.3% · · $130M $103M $66M $77M $86M $92M $87M $83M $102M $92M
Other Non-op 12-point trend, -143.8% $-6M $5M $0 $-400.0K $1M $2M $4M $1M $7M $300.0K $-13M $14M
Pretax Income 12-point trend, +175.0% $481M $504M $474M $577M $824M $452M $266M $165M $215M $284M $191M $175M
Income Tax 12-point trend, +47.5% $96M $119M $103M $119M $198M $103M $75M $50M $44M $86M $125M $65M
Net Income 12-point trend, +252.7% $384M $384M $368M $456M $624M $349M $190M $100M $151M $191M $64M $109M
EPS (Basic) 12-point trend, +3.9% $1.86 $2.21 $2.14 $2.61 $3.17 $1.68 $0.87 $0.46 $2.80 $3.23 $1.05 $1.79
EPS (Diluted) 12-point trend, +5.1% $1.84 $2.16 $2.08 $2.53 $3.06 $1.64 $0.86 $0.46 $2.77 $3.19 $1.03 $1.75
Shares (Basic) 12-point trend, +238.8% 206,000,000 173,600,000 172,200,000 174,900,000 197,000,000 207,900,000 218,000,000 217,600,000 54,000,000 59,000,000 61,700,000 60,800,000
Shares (Diluted) 12-point trend, +236.9% 209,200,000 178,200,000 177,300,000 180,300,000 204,300,000 212,300,000 221,600,000 220,400,000 54,700,000 59,800,000 62,600,000 62,100,000
EBITDA 12-point trend, +185.6% $1.05B $836M $790M $861M $1.09B $735M $463M $368M $383M $505M $403M $366M
Balance Sheet 27
Annual Balance Sheet data for SGI
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 9-point trend, +11.0% · · · $69M $301M $65M $65M $46M $41M $65M $154M $62M
Receivables 12-point trend, -7.1% $358M $404M $431M $423M $420M $384M $372M $322M $311M $342M $379M $386M
Inventory 12-point trend, +190.1% $630M $447M $483M $555M $464M $312M $260M $222M $179M $196M $199M $217M
Prepaid Expense 12-point trend, +202.1% $171M $96M $114M $148M $92M $208M $203M $216M $63M $64M $77M $56M
Current Assets 12-point trend, +79.2% $1.29B $1.07B $1.10B $1.20B $1.28B $968M $900M $805M $607M $668M $809M $722M
PP&E (Net) 7-point trend, +42.8% · · · · · $508M $436M $421M $434M $422M $362M $356M
PP&E (Gross) 5-point trend, +36.5% · · · · · · · $893M $862M $787M $689M $654M
Accum. Depreciation 5-point trend, +58.1% · · · · · · · $472M $428M $365M $327M $298M
Goodwill 12-point trend, +524.0% $4.60B $1.07B $1.08B $1.06B $1.11B $766M $732M $723M $733M $699M $709M $736M
Intangibles 12-point trend, +255.8% $2.59B $700M $715M $716M $751M $630M $641M $649M $667M $679M $695M $727M
Other Non-current Assets 12-point trend, +572.4% $207M $130M $122M $77M $112M $118M $93M $94M $227M $185M $68M $31M
Total Assets 12-point trend, +349.2% $11.60B $5.98B $4.55B $4.36B $4.32B $3.31B $3.06B $2.72B $2.69B $2.70B $2.66B $2.58B
Accounts Payable 12-point trend, +77.4% $402M $360M $311M $360M $432M $324M $252M $253M $228M $235M $266M $226M
Accrued Liabilities 12-point trend, +172.8% $636M $394M $427M $433M $457M $585M $473M $359M $222M $250M $254M $233M
Current Liabilities 12-point trend, +190.9% $1.57B $960M $908M $981M $1.05B $975M $773M $669M $577M $561M $713M $538M
Capital Leases 8-point trend, +1589800000.00 $1.59B $532M $575M $454M $427M $275M $205M $0 · · · ·
Deferred Tax 12-point trend, +188.4% $625M $108M $128M $114M $129M $90M $102M $118M $114M $175M $195M $217M
Other Non-current Liabilities 12-point trend, +14.3% $131M $71M $83M $84M $140M $132M $118M $112M $206M $180M $171M $114M
Total Liabilities 12-point trend, +258.4% $8.48B $5.41B $4.22B $4.37B $4.03B $2.80B $2.70B $2.50B $2.58B $2.73B $2.35B $2.37B
Long-term Debt 12-point trend, +194.4% $4.61B $3.76B $2.50B $2.75B $2.28B $1.30B $1.54B $1.65B $1.75B $1.89B $1.45B $1.56B
Total Debt 5-point trend, +5.9% · · · · · · $1.54B $1.65B $1.75B $1.89B $1.45B ·
Common Stock 12-point trend, +180.0% $3M $3M $3M $3M $3M $3M $3M $1M $1M $1M $1M $1M
Retained Earnings 12-point trend, +269.3% $3.83B $3.57B $3.28B $2.99B $2.60B $2.05B $1.70B $1.51B $1.42B $1.26B $1.11B $1.04B
Treasury Stock 12-point trend, +39.7% $1.66B $3.33B $3.38B $3.43B $2.84B $2.10B $1.83B $1.74B $1.74B $1.70B $1.17B $1.19B
AOCI 12-point trend, -76.7% $-98M $-187M $-137M $-177M $-99M $-66M $-88M $-95M $-76M $-104M $-110M $-56M
Stockholders' Equity 12-point trend, +1433.3% $3.11B $559M $323M $-22M $286M $505M $360M $218M $112M $-45M $290M $203M
Liabilities + Equity 12-point trend, +349.2% $11.60B $5.98B $4.55B $4.36B $4.32B $3.31B $3.06B $2.72B $2.69B $2.70B $2.66B $2.58B
Cash Flow 16
Annual Cash Flow data for SGI
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +223.9% $290M $202M $183M $180M $175M $202M $116M $112M $94M $89M $94M $90M
Stock-based Comp 12-point trend, +206.0% $41M $36M $48M $53M $61M $104M $27M $25M $13M $16M $22M $13M
Deferred Tax 12-point trend, +194.9% $26M $-19M $8M $-10M $11M $-9M $-7M $6M $-61M $-31M $-21M $-27M
Amort. of Intangibles 12-point trend, -67.6% $6M $7M $9M $16M $16M $16M $16M $15M $16M $17M $18M $18M
Other Non-cash 12-point trend, +45.3% $59M $64M $-37M $-300M $-148M $8M $-11M $-36M $24M $-111M $66M $40M
Operating Cash Flow 12-point trend, +255.3% $800M $666M $570M $379M $723M $655M $315M $208M $256M $168M $234M $225M
CapEx 12-point trend, +251.4% $167M $97M $185M $306M $123M $111M $88M $74M $67M $62M $66M $48M
Investing Cash Flow 10-point trend, -28979.8% $-3.02B $-97M $-188M $-315M $-555M $-147M · · $-62M $-62M $-60M $-10M
Stock Issued 12-point trend, +1051.2% $50M $500.0K $3M $500.0K $15M $7M $18M $5M $13M $16M $20M $4M
Net Stock Activity 12-point trend, +1051.2% $50M $500.0K $3M $500.0K $15M $7M $18M $5M $13M $16M $20M $4M
Dividends Paid 7-point trend, +127400000.00 $127M $93M $78M $70M $63M $0 $0 · · · · ·
Financing Cash Flow 12-point trend, +359.1% $617M $1.08B $-384M $-279M $76M $-523M $-203M $-107M $-175M $-185M $-91M $-238M
Net Change in Cash 12-point trend, -8412.4% $-1.57B $1.63B $6M $-231M $236M $100.0K $19M $4M $-24M $-88M $91M $-18M
Taxes Paid 5-point trend, -77.6% $41M $134M $133M $138M $185M · · · · · · ·
Free Cash Flow 12-point trend, +256.3% $633M $569M $385M $72M $600M $543M $227M $134M $156M $103M $168M $178M
Levered FCF 10-point trend, +136.3% · · $283M $-9M $549M $484M $165M $69M $75M $44M $132M $120M
Profitability 8
Annual Profitability data for SGI
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +10.7% 42.6% 44.2% 43.2% 41.6% 43.8% 44.6% 43.2% 41.5% 41.4% 41.9% 39.6% 38.5%
Operating Margin 12-point trend, +9.3% 10.1% 12.9% 12.3% 13.8% 18.5% 14.5% 11.2% 9.5% 10.5% 13.3% 9.8% 9.2%
Net Margin 12-point trend, +41.2% 5.1% 7.8% 7.5% 9.3% 12.7% 9.5% 6.1% 3.7% 5.5% 6.5% 2.3% 3.6%
Pretax Margin 12-point trend, +9.9% 6.4% 10.2% 9.6% 11.7% 16.7% 12.3% 8.6% 6.1% 6.8% 9.1% 6.3% 5.9%
EBITDA Margin 12-point trend, +14.2% 14.0% 17.0% 16.0% 17.5% 22.0% 20.0% 14.9% 13.6% 13.9% 16.2% 12.8% 12.2%
ROA 12-point trend, +8.2% 4.4% 7.3% 8.3% 10.5% 16.4% 10.9% 6.6% 3.7% 5.6% 7.5% 2.8% 4.0%
ROE 12-point trend, -81.0% 12.9% 68.4% 137.0% -521.7% 192.7% 73.4% 54.4% 47.4% 447.9% 147.0% 29.8% 67.8%
ROIC 12-point trend, -77.3% 19.5% 86.8% 146.8% -2444.7% 242.4% 81.7% 13.1% 9.6% 11.5% 15.4% 6.6% 85.7%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for SGI
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -41.9% 0.8 1.1 1.2 1.2 1.2 1.0 1.2 1.2 1.1 1.2 1.1 1.4
Quick Ratio 12-point trend, -72.5% 0.2 0.4 0.5 0.5 0.7 0.5 0.6 0.5 0.6 0.8 0.7 0.8
Debt / Equity 5-point trend, -14.5% · · · · · · 4.3 7.7 15.6 -124.2 5.0 ·
LT Debt / Equity 5-point trend, -4.7% · · · · · · 4.2 7.5 14.9 -119.6 4.4 ·
Interest Coverage 10-point trend, +55.5% · · 4.7 6.6 13.8 6.9 4.0 2.8 2.7 4.9 3.2 3.0
Efficiency 3
Annual Efficiency data for SGI
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -23.3% 0.9 0.9 1.1 1.1 1.3 1.2 1.1 1.0 1.0 1.2 1.2 1.1
Inventory Turnover 12-point trend, -9.8% 8.0 5.9 5.4 5.6 7.1 7.1 7.3 7.9 8.5 9.2 9.1 8.8
Receivables Turnover 12-point trend, +140.9% 19.6 11.8 11.5 11.7 12.3 9.7 9.0 8.5 8.4 8.6 8.2 8.1
Per Share 5
Annual Per Share data for SGI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, -25.8% $35.74 $27.67 $27.78 $27.29 $24.14 $17.32 $56.06 $49.05 $50.35 $52.30 $50.34 $48.14
Cash Flow / Share 12-point trend, +5.5% $3.82 $3.74 $3.22 $2.10 $3.54 $3.08 $5.68 $3.77 $4.08 $2.77 $3.74 $3.63
Dividend / Share 4-point trend, +50.0% $1 $1 $0 $0 · · · · · · · ·
Dividend Paid / Share 3-point trend, +37.5% · · $0 $0 $0 · · · · · · ·
EPS (TTM) 12-point trend, +5.1% $1.84 $2.16 $2.08 $2.53 $3.06 $1.64 $0.86 $0.46 $2.77 $3.19 $1.03 $1.75
Growth Rates 9
Annual Growth Rates data for SGI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +51.4% 51.6% 0.11% 0.09% -0.19% 34.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +46.1% 15.0% 0.00% 10.2% · · · · · · · · ·
Revenue CAGR 5Y 15.2% · · · · · · · · · · ·
EPS YoY 5-point trend, -117.1% -14.8% 3.9% -17.8% -17.3% 86.6% · · · · · · ·
EPS CAGR 3Y 3-point trend, -222.2% -10.1% -11.0% 8.2% · · · · · · · · ·
EPS CAGR 5Y 2.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, -100.1% -0.05% 4.4% -19.2% -27.0% 79.0% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -406.1% -5.5% -14.9% 1.8% · · · · · · · · ·
Net Income CAGR 5Y 1.9% · · · · · · · · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for SGI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +150.1% $7.48B $4.93B $4.93B $4.92B $4.93B $3.68B $3.11B $2.70B $2.70B $3.08B $3.15B $2.99B
Net Income TTM 12-point trend, +252.7% $384M $384M $368M $456M $624M $349M $190M $100M $151M $191M $64M $109M
P/E 12-point trend, +518.6% 48.5 26.2 24.5 13.6 15.4 16.5 25.3 22.5 5.7 5.4 17.1 7.8
Earnings Yield 12-point trend, -83.8% 2.1% 3.8% 4.1% 7.4% 6.5% 6.1% 4.0% 4.4% 17.7% 18.7% 5.9% 12.8%
Payout Ratio 5-point trend, +228.4% 33.2% 24.1% 21.1% 15.5% 10.1% · · · · · · ·
Annual Payout 7-point trend, +127400000.00 $127M $93M $78M $70M $63M $0 $0 · · · · ·

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 $7.48B$4.93B$4.93B$4.92B$4.93B
Gross Margin % 42.6%44.2%43.2%41.6%43.8%
Operating Margin % 10.1%12.9%12.3%13.8%18.5%
Net Income $384M$384M$368M$456M$624M
Diluted EPS $1.84$2.16$2.08$2.53$3.06
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Current Ratio 0.81.11.21.21.2
Quick Ratio 0.20.40.50.50.7
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $633M$569M$385M$72M$600M

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Institutional owners (13F) 585 filers · $13.1B 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
117 (+37 vs prior Q) 83 (-1 vs prior Q) 194 (-18 vs prior Q) 177 (-2 vs prior Q) +30.7M

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 $1,409,376,730 17,976,744 10.72% Shares
VANGUARD CAPITAL MANAGEMENT LLC $717,865,131 9,156,443 5.46% Shares
Select Equity Group, L.P. $697,186,974 8,892,691 5.30% Shares
WINDACRE PARTNERSHIP LLC $660,151,520 8,420,300 5.02% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $644,534,318 8,221,101 4.90% Shares
STATE STREET CORP $570,776,147 7,280,308 4.34% Shares
Linonia Partnership LP $519,372,090 6,624,644 3.95% Shares
BROWNING WEST LP $499,401,336 6,369,915 3.80% Shares
ABRAMS CAPITAL MANAGEMENT, L.P. $454,624,038 5,798,776 3.46% Shares
D1 Capital Partners L.P. $390,068,538 4,975,364 2.97% Shares
Artisan Partners Limited Partnership $365,600,782 4,663,275 2.78% Shares
LONDON CO OF VIRGINIA $295,107,974 3,764,607 2.24% Shares
GEODE CAPITAL MANAGEMENT, LLC $249,346,733 3,179,424 1.90% Shares
TIMUCUAN ASSET MANAGEMENT INC/FL $233,307,169 2,975,857 1.77% Shares
Point72 Asset Management, L.P. $225,669,774 2,878,441 1.72% Shares
Third Point LLC $201,548,290 2,570,769 1.53% Shares
BECK MACK & OLIVER LLC $193,529,224 2,468,485 1.47% Shares
Avantyr Capital Partners, LP $168,802,256 2,153,090 1.28% Shares
STEADFAST CAPITAL MANAGEMENT LP $166,032,776 2,117,765 1.26% Shares
NORGES BANK $161,177,307 2,055,833 1.23% Shares
CITADEL ADVISORS LLC $133,454,989 1,702,232 1.02% Shares
DIMENSIONAL FUND ADVISORS LP $131,103,366 1,672,238 1.00% Shares
WELLINGTON MANAGEMENT GROUP LLP $126,769,507 1,616,958 0.96% Shares
Castle Hook Partners LP $122,043,634 1,556,679 0.93% Shares
EMINENCE CAPITAL, LP $111,840,516 1,512,994 0.85% Shares
GOLDMAN SACHS GROUP INC $109,658,830 1,398,710 0.83% Shares
Avala Global LP $107,831,046 1,375,396 0.82% Shares
Cartenna Capital, LP $105,840,000 1,350,000 0.81% Shares
VANGUARD FIDUCIARY TRUST CO $103,992,190 1,326,431 0.79% Shares
Forest Avenue Capital Management LP $101,617,533 1,296,142 0.77% Shares
Luxor Capital Group, LP $94,715,040 1,208,100 0.72% Shares
Hudson Way Capital Management LLC $94,535,269 1,205,807 0.72% Shares
FIL Ltd $83,365,150 1,063,331 0.63% Shares
Artemis Investment Management LLP $80,183,992 1,022,755 0.61% Shares
NEUBERGER BERMAN GROUP LLC $79,816,962 1,018,359 0.61% Shares
140 Summer Partners LP $78,030,501 995,287 0.59% Shares
Clearbridge Investments, LLC $75,383,918 961,530 0.57% Shares
BANK OF AMERICA CORP /DE/ $72,360,691 922,968 0.55% Shares
Schonfeld Strategic Advisors LLC $71,832,586 916,232 0.55% Shares
SCOPUS ASSET MANAGEMENT, L.P. $70,560,000 900,000 0.54% Call option
SCOPUS ASSET MANAGEMENT, L.P. $69,384,000 885,000 0.53% Shares
M.D. Sass, LLC $65,563,215 836,265 0.50% Shares
CITADEL ADVISORS LLC $62,743,520 800,300 0.48% Call option
Engineers Gate Manager LP $60,011,829 765,457 0.46% Shares
Gotham Asset Management, LLC $55,063,378 702,339 0.42% Shares
GOODNOW INVESTMENT GROUP, LLC $53,894,120 687,425 0.41% Shares
JONES FINANCIAL COMPANIES LLLP $53,380,946 684,898 0.41% Shares
Wolf Hill Capital Management, LP $50,960,000 650,000 0.39% Shares
Empyrean Capital Partners, LP $49,548,800 632,000 0.38% Shares
SW Investment Management LLC $47,040,000 600,000 0.36% Shares
Greenstone Partners & Co., LLC $44,580,906 568,634 0.34% Shares
Balyasny Asset Management L.P. $43,044,422 549,036 0.33% Shares
JANE STREET GROUP, LLC $42,398,720 540,800 0.32% Call option
No Street GP LP $42,336,000 540,000 0.32% Shares
RHUMBLINE ADVISERS $41,710,628 532,024 0.32% Shares
BNP PARIBAS FINANCIAL MARKETS $41,590,494 530,491 0.32% Shares
AMERIPRISE FINANCIAL INC $37,392,724 476,948 0.28% Shares
PRINCIPAL FINANCIAL GROUP INC $37,263,050 475,294 0.28% Shares
12th Street Asset Management Company, LLC $32,376,389 412,964 0.25% Shares
ENVESTNET ASSET MANAGEMENT INC $31,818,278 405,845 0.24% Shares
Swiss National Bank $31,438,400 401,000 0.24% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $29,980,160 382,400 0.23% Call option
Robertson Opportunity Capital, LLC $27,818,358 354,826 0.21% Shares
Highlander Partners, L.P. $25,832,800 329,500 0.20% Shares
Interval Partners, LP $24,887,766 317,446 0.19% Shares
FRED ALGER MANAGEMENT, LLC $23,336,387 297,658 0.18% Shares
Greenstone Partners, L.P. $22,939,194 272,017 0.17% Shares
Anabranch Capital Management, LP $22,775,278 290,501 0.17% Shares
Retirement Systems of Alabama $21,524,328 274,545 0.16% Shares
Ceredex Value Advisors LLC $21,465,920 273,800 0.16% Shares
California Public Employees Retirement System $20,003,838 255,151 0.15% Shares
CLOUGH CAPITAL PARTNERS L P $19,880,280 253,575 0.15% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $19,600,000 250,000 0.15% Shares
LOOMIS SAYLES & CO L P $19,491,411 248,615 0.15% Shares
ALLIANCEBERNSTEIN L.P. $18,705,604 253,052 0.14% Shares
Verition Fund Management LLC $17,839,685 227,547 0.14% Shares
Broad Bay Capital Management, LP $17,765,832 226,605 0.14% Shares
BlackRock, Inc. $17,701,309 225,782 0.13% Shares
MAPLELANE CAPITAL, LLC $17,478,888 222,945 0.13% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $17,137,391 231,837 0.13% Shares
PARNASSUS INVESTMENTS, LLC $16,208,573 206,742 0.12% Shares
STATE OF WISCONSIN INVESTMENT BOARD $16,072,862 205,011 0.12% Shares
RAYMOND JAMES FINANCIAL INC $15,956,205 203,523 0.12% Shares
VANGUARD GROUP INC $15,526,506 173,908 0.12% Shares
VANGUARD ASSET MANAGEMENT, Ltd $15,108,150 192,706 0.11% Shares
Cresset Asset Management, LLC $13,445,321 171,496 0.10% Shares
MARSHALL WACE, LLP $13,376,530 170,619 0.10% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $13,271,395 169,278 0.10% Shares
Nuveen Asset Management, LLC $13,100,605 231,092 0.10% Shares
USS Investment Management Ltd $12,974,224 165,477 0.10% Shares
JANE STREET GROUP, LLC $12,802,720 163,300 0.10% Put option
FIRST TRUST ADVISORS LP $12,548,950 160,063 0.10% Shares
Quantinno Capital Management LP $12,330,519 157,277 0.09% Shares
MAPLELANE CAPITAL, LLC $12,206,880 155,700 0.09% Call option
RIHO Partners, LLC $12,130,198 164,099 0.09% Shares
Governors Lane LP $11,829,384 150,885 0.09% Shares
ELWOOD CAPITAL PARTNERS LP $11,766,899 150,088 0.09% Shares
BOOTHBAY FUND MANAGEMENT, LLC $11,481,210 146,444 0.09% Shares
TIG Advisors, LLC $11,092,973 141,492 0.08% Shares
OPPENHEIMER ASSET MANAGEMENT INC. $11,051,578 140,964 0.08% Shares

Company insiders 55 insiders · 17 officers · 21 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Scott L Thompson CEO & PRESIDENT Feb. 26, 2026 A 4,093,634 0 0 $0
Clifford H Buster III CEO, North America June 11, 2025 M 280,755 0 0 $0
Mark A Sarvary CEO & PRESIDENT Feb. 27, 2015 A 68,556 0 0 $0
Barry Hytinen CFO, EVP Feb. 24, 2017 A 36,979 0 0 $0
Dale E Williams EVP & CFO Feb. 27, 2015 A 178,744 0 0 $0
William T Yaggi COO Feb. 19, 2016 F 5,522 0 0 $0
Hansbart Wijnand EVP, INTERNATIONAL Feb. 28, 2025 A 49,585 0 0 $0
Scott Vollet EVP, Global Operations Feb. 28, 2025 A 447,234 0 0 $0
Thomas A. Murray EVP, CMO U.S. Feb. 28, 2025 A 195,892 0 0 $0
Steven H Rusing EVP, President, U.S. Sales Feb. 28, 2025 A 275,291 0 0 $0
Richard W Anderson EVP & President, North America Nov. 21, 2019 G 54,938 0 0 $0
Jay G Spenchian EVP, Chief Marketing Officer Feb. 28, 2017 M 23,420 0 0 $0
Lou H Jones EVP, GC & SECRETARY July 28, 2016 M 26,475 0 0 $0
Brad Patrick EVP, Chief HR Officer Nov. 6, 2015 M 3,414 0 0 $0
Matthew Clift EVP, GLOBAL OPERATIONS March 13, 2013 M 23,834 0 0 $0
Jeffrey B Johnson VP, Corp. Ctrl, CAO, Asst. Sec May 1, 2006 M 0 0 0 $0
David C Fogg Senior Vice President May 16, 2005 S 0 0 0 $0
Richard W Neu Director May 13, 2026 A 173,812 0 0 $0
Cathy R. Gates Director Sept. 5, 2025 S 38,575 0 1 $-522,490
Meredith R. Siegfried Director May 14, 2025 A 15,123 0 0 $0
Simon Dyer Director May 9, 2025 F 9,245 0 0 $0
John Heil Director May 9, 2024 A 134,530 0 0 $0
Jon L Luther Director Feb. 25, 2022 M 94,255 0 0 $0
Robert B Trussell JR Director Dec. 17, 2021 G 29,800 0 0 $0
Arik W Ruchim Director March 15, 2021 S 11,000,000 0 0 $0
Usman Nabi Director March 11, 2018 J 7,311,200 0 0 $0
Lawrence J Rogers Director May 4, 2016 M 23,268 0 0 $0
Peter K Hoffman Director March 3, 2016 M 47,644 0 0 $0
Paul R Judge Director May 11, 2015 A 5,201 0 0 $0
Nancy F Koehn Director May 11, 2015 A 6,721 0 0 $0
Francis A Doyle Director May 11, 2015 A 58,893 0 0 $0
Christopher A Masto Director May 7, 2014 A 5,601 0 0 $0
Andrews P Mclane Director May 7, 2014 A 220,081 0 0 $0
Thomas H Bryant Director Feb. 3, 2010 S 57,836 0 0 $0
Jeffrey S Barber Director Feb. 21, 2007 J 30,576 0 0 $0
Tully M Friedman Director March 28, 2006 S 0 0 0 $0
Chieftain Capital Management, Inc. 10% owner Nov. 23, 2012 P 2,141,775 0 0 $0
FRIEDMAN FLEISCHER & LOWE GP LLC 10% owner April 25, 2005 J 0 0 0 $0
Evelyn S Dilsaver May 13, 2026 A 156,574 0 0 $0
Peter R Sachse May 13, 2026 A 65,947 0 0 $0
Bhaskar Rao Feb. 26, 2026 A 354,036 0 0 $0
David Montgomery Feb. 26, 2026 A 858,570 0 0 $0
TA ASSOCIATES STRATEGIC PARTNERS FUND A LP March 21, 2007 S 52,372 0 0 $0
TA ASSOCIATES STRATEGIC PARTNERS FUND B LP March 21, 2007 S 9,627 0 0 $0
TA ASSOCIATES SPF LP March 21, 2007 S 61,999 0 0 $0
TA ASSOCIATES INC March 21, 2007 S 4,399,187 0 0 $0
TA ASSOCIATES SDF LLC Feb. 21, 2007 J 0 0 0 $0
TA ASSOCIATES AP IV LP Feb. 21, 2007 J 0 0 0 $0
TA ASSOCIATES VIII LLC Feb. 21, 2007 J 0 0 0 $0
TA ASSOCIATES IX LLC Feb. 21, 2007 J 0 0 0 $0

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

Activists & 5%+ owners 3 positions

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

Filer Filed Stake Status Purpose Filing
H Partners Management, LLC, H Partners, LP, H Partners Capital, LLC, Rehan Jaffer ×16 filings Aug. 4, 2021 Initial filing SEC
Chieftain Capital Management, Inc. ×2 filings April 14, 2015 Initial filing Passive investment SEC
Friedman Fleischer & Lowe Capital Partners II, L.P., FFL Executive Partners II, L.P., FFL Parallel Fund II, L.P., Friedman Fleischer & Lowe GP II, L.P., Friedman Fleischer & Lowe GP II, LLC, David L. Lowe, Spencer C. Fleischer, Tully M. Friedman, Christopher A. Masto ×2 filings Feb. 17, 2010 Initial filing Passive investment 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 103 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
AMID · EA Series Trust 2.17% 32,105 NS May 29, 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 1.24% 211,425 NS April 30, 2026 N-PORT
XMMO · Invesco Exchange-Traded Fund Trust 1.11% 1,284,364 SH Aug. 8, 2026 Daily
IVOG · VANGUARD ADMIRAL FUNDS 0.86% 207,547 SH Aug. 8, 2026 Daily
IJK · iShares Trust 0.73% 1,230,881 SH Aug. 8, 2026 Daily
FFLV · FIDELITY COVINGTON TRUST 0.72% 1,648 NS April 30, 2026 N-PORT
FFLC · FIDELITY COVINGTON TRUST 0.70% 104,123 NS April 30, 2026 N-PORT
HOMZ · ETF Series Solutions 0.67% 3,228 NS May 31, 2026 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 0.67% 36,972 SH Aug. 8, 2026 Daily
PAMC · Pacer Funds Trust 0.67% 5,558 NS April 30, 2026 N-PORT
MIDE · DBX ETF Trust 0.60% 283 NS May 29, 2026 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 0.55% 12,458 NS April 30, 2026 N-PORT
FXD · First Trust Exchange-Traded AlphaDE… 0.54% 18,884 NS April 30, 2026 N-PORT
SMDX · Tidal Trust III 0.51% 8,380 NS April 30, 2026 N-PORT
FTC · First Trust Exchange-Traded AlphaDE… 0.48% 79,775 NS April 30, 2026 N-PORT
PTMC · Pacer Funds Trust 0.47% 24,079 NS April 30, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.45% 339,756 SH Aug. 8, 2026 Daily
JSMD · Janus Detroit Street Trust 0.43% 55,850 NS April 30, 2026 N-PORT
XJH · iShares Trust 0.43% 28,428 SH Aug. 8, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.43% 28,880 SH Aug. 8, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.41% 33,735 NS April 30, 2026 N-PORT
IJH · iShares Trust 0.38% 7,257,507 SH Aug. 8, 2026 Daily
VBK · VANGUARD INDEX FUNDS 0.37% 2,268,412 SH Aug. 8, 2026 Daily
MVV · ProShares Trust 0.32% 7,252 NS May 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.32% 3,477 NS April 30, 2026 N-PORT
VCR · VANGUARD WORLD FUND 0.30% 265,063 SH Aug. 8, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.29% 59,691 SH Aug. 8, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.28% 75,642 NS April 30, 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.28% 567,603 NS May 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.28% 85,930 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.26% 28,040 NS May 31, 2026 N-PORT
FDIS · FIDELITY COVINGTON TRUST 0.25% 59,174 NS April 30, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.24% 15,101 NS April 30, 2026 N-PORT
TEXN · iShares Trust 0.23% 588 SH Aug. 8, 2026 Daily
UMDD · ProShares Trust 0.22% 1,013 NS May 31, 2026 N-PORT
IYC · iShares Trust 0.22% 40,596 SH Aug. 8, 2026 Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 59,331 NS April 30, 2026 N-PORT
SMLF · iShares Trust 0.20% 131,730 SH Aug. 8, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.19% 2,413,888 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.19% 4,583,199 SH Aug. 8, 2026 Daily
APUE · Trust for Professional Managers 0.18% 64,911 NS May 31, 2026 N-PORT
SMMD · iShares Trust 0.18% 102,018 SH Aug. 8, 2026 Daily
GSEW · Goldman Sachs ETF Trust 0.18% 44,074 NS May 31, 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.17% 33,238 NS April 30, 2026 N-PORT
IMCG · iShares Trust 0.16% 101,601 SH Aug. 8, 2026 Daily
IEDI · iShares U.S. ETF Trust 0.15% 674 SH Aug. 8, 2026 Daily
ESML · iShares Trust 0.15% 66,866 SH Aug. 8, 2026 Daily
AVMC · AMERICAN CENTURY ETF TRUST 0.13% 7,668 NS May 31, 2026 N-PORT
WSML · iShares Trust 0.12% 12,093 SH Aug. 8, 2026 Daily
IWS · iShares Trust 0.11% 255,304 SH Aug. 8, 2026 Daily