SN SharkNinja, Inc. Ordinary Shares
NYSE · Consumer products · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026
$182.57
· of 52w range
· above low
· to high
$83.1252w low
$194.5452w high
Market Cap (MRQ)
$25.73B
P/E
37.1
EPS
$4.94
Revenue
$6.40B
your badges
52W Range
$83–$195
Analyst Rating
BUY
Price Target
$210
P/E
37.1
ROE
30.4%
Net Profit Margin
11.0%
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SN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$182.57
Market Cap (MRQ)
$25.73B
P/E
37.1
EPS
$4.94
Revenue
$6.40B
Div Yield
0.00%
ROE
30.4%
Debt/Equity (MRQ)
0.3
52W Range
$83–$195
SN Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$6.40B2023-12-31 → 2025-12-31
EPS$4.942023-12-31 → 2025-12-31
Free Cash Flow$488M2025-12-31 → 2025-12-31
Net margin11.0%2025-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | SN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 37.1 | · | 12.0 | Overvalued | |
| P/S | 4.0 | · | 0.5 | Overvalued | |
| P/B (MRQ) | 9.0 | · | 1.3 | Overvalued | |
| EV / EBITDA | 24.4 | · | · | · | |
| Price / FCF | 53.0 | · | · | · | |
| Price / Cash Flow | 40.8 | · | 16.8 | Overvalued | |
| EV / Revenue | 4.0 | · | · | · | |
| EV / FCF | 52.9 | · | · | · | |
| Price / Tangible Book (MRQ) | 10.7 | · | · | · |
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 | SN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin | 49.0% | · | 44.1% | In line | |
| Operating Margin | 14.4% | · | 7.4% | Top tier | |
| EBITDA Margin | 16.6% | · | 8.6% | Top tier | |
| Pretax Margin | 14.1% | · | 6.0% | Top tier | |
| Net Profit Margin | 11.0% | · | 4.9% | Top tier | |
| ROA | 14.4% | · | 4.2% | Top tier | |
| ROE | 30.4% | · | 13.6% | Top tier | |
| ROIC | 21.0% | · | 10.7% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | SN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.3 | · | 0.1 | High debt | |
| Current Ratio (MRQ) | 2.1 | · | 2.3 | Low liquidity | |
| Quick Ratio | 1.4 | · | 1.1 | In line | |
| Long-Term Debt / Equity (MRQ) | 0.2 | · | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | SN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 15.8% | · | · | · | |
| EPS YoY | 58.8% | · | · | · | |
| Net Income YoY | 59.9% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | SN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.3 | · | 1.2 | In line | |
| Inventory Turnover | 3.4 | · | 3.4 | In line | |
| Receivables Turnover | 4.4 | · | 7.3 | Weak | |
| Revenue / Employee | ≈$1.5M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield0.00%
Payout Ratio0.00%
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Nov 30, 2023 | $1.08 | USD | ≈2.3% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
9.8%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 5, 2026 | $1.26 | $1.14 | 10.7% |
| March 31, 2026 | $1.09 | $1.06 | 2.7% | |
| Dec. 31, 2025 | $1.93 | $1.86 | 3.9% | |
| Sept. 30, 2025 | $1.50 | $1.39 | 8.2% | |
| June 30, 2025 | $0.97 | $0.82 | 18.6% | |
| March 31, 2025 | $0.87 | $0.76 | 15.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue | $6.40B | $5.53B | $4.25B | |
| Cost of Revenue | $3.26B | $2.87B | $2.35B | |
| Gross Profit | $3.14B | $2.66B | $1.91B | |
| R&D Expense | $368M | $341M | $249M | |
| SG&A Expense | $390M | $433M | $387M | |
| Operating Expenses | $2.22B | $2.02B | $1.53B | |
| Operating Income | $920M | $644M | $374M | |
| Other Non-op | $29M | $-8M | $-35M | |
| Pretax Income | $900M | $572M | $293M | |
| Income Tax | $199M | $134M | $126M | |
| Net Income | $701M | $439M | $167M | |
| EPS (Basic) | $4.97 | $3.14 | $1.20 | |
| EPS (Diluted) | $4.94 | $3.11 | $1.20 | |
| Shares (Basic) | 140,984,108 | 139,935,525 | 139,025,657 | |
| Shares (Diluted) | 142,089,766 | 141,083,853 | 139,420,254 | |
| EBITDA | $1.06B | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $777M | $364M | · | |
| Receivables | $1.67B | $1.27B | · | |
| Inventory | $1.00B | $900M | · | |
| Prepaid Expense | $165M | $114M | · | |
| Current Assets | $3.61B | $2.64B | · | |
| PP&E (Net) | $232M | $211M | · | |
| Accum. Depreciation | $335M | $267M | · | |
| Goodwill | $835M | $835M | $834M | |
| Intangibles | $451M | $463M | · | |
| Other Non-current Assets | $67M | $52M | · | |
| Total Assets | $5.35B | $4.39B | · | |
| Accounts Payable | $680M | $612M | · | |
| Accrued Liabilities | $1.02B | $842M | · | |
| Current Liabilities | $1.77B | $1.53B | · | |
| Capital Leases | $141M | $145M | · | |
| Deferred Tax | $16M | $10M | · | |
| Other Non-current Liabilities | $46M | $37M | · | |
| Total Liabilities | $2.67B | $2.46B | · | |
| Long-term Debt | $736M | $775M | · | |
| Total Debt | $736M | · | · | |
| Common Stock | $14.0K | $14.0K | · | |
| Paid-in Capital | $1.05B | $1.04B | · | |
| Retained Earnings | $1.61B | $909M | · | |
| Treasury Stock | $0 | · | · | |
| AOCI | $20M | $-11M | · | |
| Stockholders' Equity | $2.68B | $1.94B | $1.48B | |
| Liabilities + Equity | $5.35B | $4.39B | · | |
| Shares Outstanding | 141,158,026 | 140,347,436 | 139,083,369 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $140M | $123M | $104M | |
| Stock-based Comp | $44M | $85M | $47M | |
| Deferred Tax | $39M | $-47M | $-42M | |
| Amort. of Intangibles | $24M | $25M | $23M | |
| Other Non-cash | $-289M | · | · | |
| Operating Cash Flow | $634M | $447M | $281M | |
| CapEx | $146M | $138M | $123M | |
| Investing Cash Flow | $-160M | $-151M | $-118M | |
| Dividends Paid | $0 | $0 | $150M | |
| Financing Cash Flow | $-77M | $-81M | $-235M | |
| Net Change in Cash | $414M | $210M | $-65M | |
| Taxes Paid | $149M | $191M | $141M | |
| Free Cash Flow | $488M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Gross Margin | 49.0% | · | · | |
| Operating Margin | 14.4% | · | · | |
| Net Margin | 11.0% | · | · | |
| Pretax Margin | 14.1% | · | · | |
| EBITDA Margin | 16.6% | · | · | |
| ROA | 14.4% | · | · | |
| ROE | 30.4% | · | · | |
| ROIC | 21.0% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 2.0 | · | · | |
| Quick Ratio | 1.4 | · | · | |
| Debt / Equity | 0.3 | · | · | |
| LT Debt / Equity | 0.3 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 1.3 | · | · | |
| Inventory Turnover | 3.4 | · | · | |
| Receivables Turnover | 4.4 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Book Value / Share | $18.96 | · | · | |
| Revenue / Share | $45.04 | · | · | |
| Cash Flow / Share | $4.46 | · | · | |
| Cash / Share | $5.51 | · | · | |
| Dividend Paid / Share | · | · | $1.08 | |
| EPS (TTM) | $4.94 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 15.8% | 30.0% | · | |
| EPS YoY | 58.8% | 159.2% | · | |
| Net Income YoY | 59.9% | 162.6% | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $6.40B | · | · | |
| Net Income TTM | $701M | · | · | |
| Market Cap | $15.80B | · | · | |
| Enterprise Value | $15.75B | · | · | |
| P/E | 22.7 | · | · | |
| P/S | 2.5 | · | · | |
| P/B | 5.9 | · | · | |
| P / Tangible Book | 11.4 | · | · | |
| P / Cash Flow | 24.9 | · | · | |
| P / FCF | 32.4 | · | · | |
| EV / EBITDA | 14.9 | · | · | |
| EV / FCF | 32.3 | · | · | |
| EV / Revenue | 2.5 | · | · | |
| Dividend Yield | 0.00% | · | · | |
| Earnings Yield | 4.4% | · | · | |
| Payout Ratio | 0.00% | · | · | |
| Annual Payout | $0 | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Revenue | $1.77B | $1.41B | · | $1.44B | $1.22B | |
| Cost of Revenue | $905M | $718M | · | $737M | $619M | |
| Gross Profit | $860M | $695M | · | $708M | $603M | |
| R&D Expense | $109M | $99M | · | $89M | $88M | |
| SG&A Expense | $130M | $116M | · | $92M | $95M | |
| Operating Expenses | $681M | $530M | · | $540M | $458M | |
| Operating Income | $179M | $165M | · | $169M | $145M | |
| Other Non-op | $-8M | $-10M | · | $26M | $13M | |
| Pretax Income | $164M | $148M | · | $181M | $146M | |
| Income Tax | $34M | $26M | · | $41M | $28M | |
| Net Income | $130M | $121M | · | $140M | $118M | |
| EPS (Basic) | $0.92 | $0.86 | · | $0.99 | $0.84 | |
| EPS (Diluted) | $0.92 | $0.85 | · | $0.98 | $0.83 | |
| Shares (Basic) | 141,384,805 | 141,396,491 | · | 141,044,315 | 140,622,029 | |
| Shares (Diluted) | 141,507,017 | 142,358,711 | · | 141,871,399 | 142,183,430 | |
| EBITDA | $179M | $203M | · | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $780M | $512M | $777M | · | · | |
| Receivables | $1.58B | $1.48B | $1.67B | · | · | |
| Inventory | $1.14B | $1.03B | $1.00B | · | · | |
| Prepaid Expense | $257M | $240M | $165M | · | · | |
| Current Assets | $3.76B | $3.26B | $3.61B | · | · | |
| PP&E (Net) | $251M | $243M | $232M | · | · | |
| Accum. Depreciation | · | · | $335M | · | · | |
| Goodwill | $835M | $835M | $835M | · | · | |
| Intangibles | $447M | $449M | $451M | · | · | |
| Other Non-current Assets | $69M | $72M | $67M | · | · | |
| Total Assets | $5.59B | $5.02B | $5.35B | · | · | |
| Accounts Payable | $761M | $583M | $680M | · | · | |
| Accrued Liabilities | $979M | $684M | $1.02B | · | · | |
| Current Liabilities | $1.81B | $1.37B | $1.77B | · | · | |
| Capital Leases | $197M | $135M | $141M | · | · | |
| Deferred Tax | $13M | $16M | $16M | · | · | |
| Other Non-current Liabilities | $53M | $45M | $46M | · | · | |
| Total Liabilities | $2.75B | $2.26B | $2.67B | · | · | |
| Long-term Debt | $716M | $726M | $736M | · | · | |
| Total Debt | $716M | $726M | · | · | · | |
| Common Stock | $14.0K | $14.0K | $14.0K | · | · | |
| Paid-in Capital | $1.08B | $1.04B | $1.05B | · | · | |
| Retained Earnings | $1.86B | $1.73B | $1.61B | · | · | |
| Treasury Stock | $120M | $20M | · | · | · | |
| AOCI | $19M | $16M | $20M | · | · | |
| Stockholders' Equity | $2.84B | $2.76B | $2.68B | · | · | |
| Liabilities + Equity | $5.59B | $5.02B | $5.35B | · | · | |
| Shares Outstanding | 140,917,390 | 141,709,721 | 141,158,026 | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| D&A | $40M | $38M | · | $35M | $32M | |
| Stock-based Comp | $47M | $30M | · | $11M | $12M | |
| Deferred Tax | $-16M | $-10M | · | $-12M | $-9M | |
| Amort. of Intangibles | $6M | $6M | · | $6M | $6M | |
| Other Non-cash | · | $-336M | · | · | · | |
| Operating Cash Flow | $432M | $-156M | · | $-9M | $-55M | |
| CapEx | $49M | $34M | · | $27M | $33M | |
| Investing Cash Flow | $-53M | $-38M | · | $-28M | $-37M | |
| Stock Repurchased | $101M | $18M | · | $0 | $0 | |
| Net Stock Activity | · | $-18M | · | · | · | |
| Financing Cash Flow | $-111M | $-69M | · | $-11M | $-51M | |
| Net Change in Cash | $268M | $-266M | · | $-36M | $-139M | |
| Free Cash Flow | · | $-190M | · | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Gross Margin | 48.7% | 49.2% | · | · | · | |
| Operating Margin | 10.2% | 11.7% | · | · | · | |
| Net Margin | 7.3% | 8.6% | · | · | · | |
| Pretax Margin | 9.3% | 10.4% | · | · | · | |
| EBITDA Margin | 10.2% | 14.4% | · | · | · | |
| ROA | 4.6% | 4.8% | · | · | · | |
| ROE | 9.1% | 8.8% | · | · | · | |
| ROIC | 4.0% | 3.9% | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 2.4 | · | · | · | |
| Quick Ratio | 1.3 | 1.4 | · | · | · | |
| Debt / Equity | 0.3 | 0.3 | · | · | · | |
| LT Debt / Equity | 0.2 | 0.2 | · | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | · | · | · | |
| Inventory Turnover | 1.6 | 1.4 | · | · | · | |
| Receivables Turnover | 2.2 | 1.9 | · | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Book Value / Share | $20.18 | $19.50 | · | · | · | |
| Revenue / Share | $12.48 | $9.92 | · | · | · | |
| Cash Flow / Share | · | $-1.10 | · | · | · | |
| Cash / Share | $5.53 | $3.61 | · | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Market Cap | $21.46B | $15.01B | · | · | · | |
| Enterprise Value | $21.39B | $15.22B | · | · | · | |
| P/B | 7.5 | 5.4 | · | · | · | |
| P / Tangible Book | 13.7 | 10.1 | · | · | · | |
| P / Cash Flow | · | -96.0 | · | · | · |
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 |
|---|---|---|---|
| Revenue | $6.40B | $5.53B | $4.25B |
| Gross Margin % | 49.0% | · | · |
| Operating Margin % | 14.4% | · | · |
| Net Income | $701M | $439M | $167M |
| Diluted EPS | $4.94 | $3.11 | $1.20 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Debt / Equity | 0.3 | · | · |
| Current Ratio | 2.0 | · | · |
| Quick Ratio | 1.4 | · | · |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Free Cash Flow | $488M | · | · |
Institutional owners (13F) 607 filers · $13.5B total · As of Sept. 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
607
Value held
$13.5B
New positions
164
Exited positions
63
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 164 (+40 vs prior Q) | 63 (+5 vs prior Q) | 212 (+29 vs prior Q) | 149 (+10 vs prior Q) | +9.6M |
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 | $2,950,204,313 | 19,374,823 | 21.89% | Shares |
| BlackRock, Inc. | $1,132,917,566 | 7,440,189 | 8.41% | Shares |
| HighTower Advisors, LLC | $964,770,138 | 6,335,917 | 7.16% | Shares |
| UBS Group AG | $602,950,829 | 3,959,748 | 4.47% | Shares |
| STATE STREET CORP | $395,066,495 | 2,594,513 | 2.93% | Shares |
| BAILLIE GIFFORD & CO | $291,156,229 | 1,912,105 | 2.16% | Shares |
| FIL Ltd | $268,506,827 | 1,763,360 | 1.99% | Shares |
| ABRAMS BISON INVESTMENTS, LLC | $218,659,720 | 1,436,000 | 1.62% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $218,056,942 | 1,436,528 | 1.62% | Shares |
| ALLIANCEBERNSTEIN L.P. | $182,385,428 | 1,722,242 | 1.35% | Shares |
| AMERIPRISE FINANCIAL INC | $171,122,566 | 1,123,810 | 1.27% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $170,613,494 | 1,121,068 | 1.27% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $153,541,302 | 1,008,349 | 1.14% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $150,260,950 | 986,806 | 1.11% | Shares |
| GILDER GAGNON HOWE & CO LLC | $142,408,690 | 935,238 | 1.06% | Shares |
| WCM INVESTMENT MANAGEMENT, LLC | $138,531,690 | 946,384 | 1.03% | Shares |
| MORGAN STANLEY | $138,139,031 | 907,196 | 1.03% | Shares |
| GOLDMAN SACHS GROUP INC | $137,314,041 | 901,780 | 1.02% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $134,773,720 | 885,097 | 1.00% | Shares |
| Divisadero Street Capital Management, LP | $124,733,950 | 819,163 | 0.93% | Shares |
| NORGES BANK | $118,794,811 | 780,159 | 0.88% | Shares |
| Invesco Ltd. | $114,585,457 | 752,515 | 0.85% | Shares |
| DISCIPLINED GROWTH INVESTORS INC /MN | $108,982,913 | 715,721 | 0.81% | Shares |
| Evercore Wealth Management, LLC | $107,698,439 | 707,286 | 0.80% | Shares |
| DEUTSCHE BANK AG\ | $105,170,149 | 690,682 | 0.78% | Shares |
| Greenvale Capital LLP | $101,259,550 | 665,000 | 0.75% | Shares |
| Blue Grotto Capital, LLC | $100,944,046 | 662,928 | 0.75% | Shares |
| Voss Capital, LP | $95,930,100 | 630,000 | 0.71% | Shares |
| OBERWEIS ASSET MANAGEMENT INC/ | $90,372,245 | 593,500 | 0.67% | Shares |
| NORTHERN TRUST CORP | $88,695,296 | 582,487 | 0.66% | Shares |
| Parsifal Capital Management, LP | $84,015,886 | 551,756 | 0.62% | Shares |
| FRED ALGER MANAGEMENT, LLC | $83,279,661 | 546,921 | 0.62% | Shares |
| Bank of New York Mellon Corp | $81,133,851 | 532,829 | 0.60% | Shares |
| Dorsal Capital Management, LP | $76,135,000 | 500,000 | 0.56% | Shares |
| SCHWARTZ INVESTMENT COUNSEL INC | $75,480,239 | 495,700 | 0.56% | Shares |
| JPMORGAN CHASE & CO | $74,217,930 | 507,021 | 0.55% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $65,512,340 | 430,238 | 0.49% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $63,899,192 | 419,644 | 0.47% | Shares |
| Allspring Global Investments Holdings, LLC | $61,058,812 | 402,126 | 0.45% | Shares |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $60,400,941 | 396,670 | 0.45% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $60,177,256 | 395,201 | 0.45% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $58,849,767 | 386,483 | 0.44% | Shares |
| BANK OF AMERICA CORP /DE/ | $57,097,946 | 374,978 | 0.42% | Shares |
| FEDERATED HERMES, INC. | $57,036,383 | 374,574 | 0.42% | Shares |
| Eurizon Capital SGR S.p.A. | $55,254,128 | 367,943 | 0.41% | Shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $54,400,894 | 357,266 | 0.40% | Shares |
| MILLENNIUM MANAGEMENT LLC | $53,497,780 | 351,335 | 0.40% | Shares |
| Driehaus Capital Management LLC | $52,774,041 | 346,582 | 0.39% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $51,692,010 | 339,476 | 0.38% | Shares |
| STEADFAST CAPITAL MANAGEMENT LP | $47,002,095 | 308,676 | 0.35% | Shares |
Company insiders 13 insiders · 3 officers · 7 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Neil B. Shah | Chief Commercial Officer | Aug. 26, 2026 S | 497,220 | 0 | 11 | $-31,627,945 |
| Pedro J. Lopez-Baldrich | Chief Legal Officer | June 4, 2026 S | 73 | 0 | 5 | $-3,044,982 |
| Kaitlin Folan | Chief Accounting Officer | Feb. 24, 2026 A | · | 0 | 0 | $0 |
| Peter Feld | Director | Aug. 20, 2026 S | 5,328 | 0 | 1 | $-900,000 |
| Barney Tianhao Wang | Director | July 30, 2026 A | 4,568 | 0 | 0 | $0 |
| Jason Wortendyke | Director | June 18, 2026 A | 726 | 0 | 0 | $0 |
| Kathryn J. Barton | Director | June 18, 2026 A | 4,305 | 0 | 0 | $0 |
| Timothy R. Warner | Director | June 18, 2026 A | 4,828 | 0 | 0 | $0 |
| Chi Kin Max Hui | Director | June 18, 2026 A | 3,777 | 0 | 0 | $0 |
| Dennis Paul | Director | June 18, 2026 M | 10,328 | 0 | 0 | $0 |
| JS&W Global Holding Limited Partnership | 10% owner | Jan. 14, 2026 J | 0 | 0 | 0 | $0 |
| Adam Quigley | · | Aug. 7, 2026 S | 107 | 0 | 4 | $-1,403,628 |
| Mark Barrocas | · | Aug. 7, 2026 M | 1,617,959 | 0 | 6 | $-162,002,419 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 55 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 |
|---|---|---|---|---|
| GRPM · Invesco Exchange-Traded Fund Trust | 2.37% | 65,422 SH | Oct. 2, 2026 | Daily |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1.59% | 476,828 SH | Oct. 2, 2026 | Daily |
| RFV · Invesco Exchange-Traded Fund Trust | 1.40% | 25,316 SH | Oct. 2, 2026 | Daily |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.62% | 60,761 SH | Aug. 19, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.47% | 10,713 SH | Oct. 2, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.39% | 57,216 SH | Oct. 2, 2026 | Daily |
| SIZE · iShares Trust | 0.31% | 8,237 SH | Sept. 11, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.30% | 21,359 SH | Oct. 2, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.29% | 114,374 SH | Aug. 19, 2026 | Daily |
| VCR · VANGUARD WORLD FUND | 0.28% | 125,220 SH | Aug. 19, 2026 | Daily |
| MIDU · Direxion Shares ETF Trust | 0.24% | 1,039 NS | July 31, 2026 | N-PORT |
| IYC · iShares Trust | 0.24% | 16,766 SH | Sept. 11, 2026 | Daily |
| LRGF · iShares Trust | 0.23% | 51,140 SH | Sept. 11, 2026 | Daily |
| SMMD · iShares Trust | 0.19% | 44,696 SH | Sept. 11, 2026 | Daily |
| EUSA · iShares, Inc. | 0.18% | 21,529 SH | Sept. 11, 2026 | Daily |
| GARP · iShares Trust | 0.16% | 30,908 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.14% | 19,356 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.12% | 812,029 SH | Aug. 19, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.12% | 5,754 SH | Aug. 19, 2026 | Daily |
| IWS · iShares Trust | 0.11% | 106,729 SH | Sept. 11, 2026 | Daily |
| IWR · iShares Trust | 0.10% | 343,908 SH | Sept. 11, 2026 | Daily |
| EGUS · iShares Trust | 0.09% | 155 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.09% | 252,751 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.08% | 2,636 NS | July 31, 2026 | N-PORT |
| MTUM · iShares Trust | 0.08% | 112,702 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.07% | 14,327 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.07% | 3,069 SH | Oct. 2, 2026 | Daily |
| IWP · iShares Trust | 0.06% | 69,804 SH | Sept. 11, 2026 | Daily |
| USXF · iShares Trust | 0.06% | 5,042 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.05% | 36,767 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.04% | 61,681 SH | Sept. 11, 2026 | Daily |
| AQLT · iShares Trust | 0.04% | 702 SH | Sept. 11, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.03% | 9,110 SH | Oct. 2, 2026 | Daily |
| IWD · iShares Trust | 0.03% | 159,614 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 43,008 SH | Aug. 19, 2026 | Daily |
| DFVX · Dimensional ETF Trust | 0.03% | 907 NS | July 31, 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.02% | 14,756 SH | Oct. 2, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.02% | 21,970 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 26,061 NS | July 31, 2026 | N-PORT |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 13,934 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 7,075 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 18,923 SH | Aug. 19, 2026 | Daily |
| IWB · iShares Trust | 0.02% | 57,468 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.02% | 22,749 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.02% | 3,070 SH | Sept. 11, 2026 | Daily |
| TOK · iShares Trust | 0.02% | 239 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.02% | 90,591 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.01% | 7,300 SH | Sept. 11, 2026 | Daily |
| ACWI · iShares Trust | 0.01% | 25,631 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 68,657 SH | Aug. 19, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 19,489 SH | Aug. 19, 2026 | Daily |
| IWF · iShares Trust | 0.01% | 45,765 SH | Sept. 11, 2026 | Daily |
| IJH · iShares Trust | · | 2,483,185 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 361,266 SH | Aug. 31, 2026 | Daily |
| SMLF · iShares Trust | · | 97,112 SH | Sept. 11, 2026 | Daily |
SN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 22 analysts
BUY
Median target
$206.00
+12.8%
8 36.4%
Strong Buy
13 59.1%
Buy
1 4.5%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
12 analysts · 2026-09-28Mean target $209.56 +14.8%
← Below all targets
Current price $182.57
Low$195.67
Mean$209.56
High$240.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
Latest News Recent headlines mentioning this company
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Source: SEC 10-Q filed Aug 5, 2026