SR Spire Inc. Common Stock
NYSE · Utilities · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026SR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| March 8, 1994 | 2-for-1 | Forward |
| March 8, 1984 | 2-for-1 | Forward |
About Spire Inc. Common Stock Company overview from Wikipedia
Spire Inc. is a regional public utility holding company based in St. Louis, Missouri. It provides natural gas service as a regulated utility; it also pursues other profit-making businesses. Its primary subsidiary, Laclede Gas Company, is the largest natural gas distribution utility in Missouri, serving about 631,000 residential, commercial and industrial customers in the city of St. Louis and ten counties in eastern Missouri. Its corporate headquarters is in the 700 Market building in downtown St. Louis.
On April 29, 2016, the company began trading on the New York Stock Exchange under the symbol SR. It had previously been known as the Laclede Group, trading under the symbol LG.
## History
Laclede Gas Company was one of the original 12 industrial companies that made up the Dow Jones Industrial Average but was removed in 1899. On December 7, 2009, executives from The Laclede Group visited the New York Stock Exchange (NYSE) to ring the closing bell and commemorate the company's 120th anniversary of trading on the exchange. The Company first listed its stock on November 14, 1889, making it the 8th-oldest listed stock on the NYSE.
On February 1, 2012, Laclede hired its first female CEO, Suzanne Sitherwood.
In 2013, The Laclede Group acquired Missouri Gas Energy from Southern Union Company, expanding their Missouri holdings to include Kansas City.
In 2014 Laclede acquired Alabama Gas Corporation (Alagasco), which serves the Greater Birmingham, East Lauderdale County, Gadsden, Jasper, Anniston-Oxford, Greater Tuscaloosa, Greater Montgomery, Opelika-Auburn, Tuskegee, Selma, and many Black Belt communities as Spire Alabama Inc.
On April 28, 2016, The Laclede Group shareholders approved renaming the company to Spire. Later in 2016, Spire acquired Energy South, Inc from Sempra U.S. Gas & Power, the parent company of Mobile Gas and Willmut Gas. Mobile Gas operates in Mobile, Alabama as Spire Gulf Coast Inc. while Willmut gas operates in Hattiesburg, Mississippi as Spire Mississippi Inc..
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | SR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/B (MRQ) | 1.3 | · | 1.5 | Undervalued |
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
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | SR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 2.0 | · | 0.9 | High debt | |
| Current Ratio (MRQ) | 0.4 | · | 0.8 | Low liquidity | |
| Long-Term Debt / Equity (MRQ) | 1.6 | · | 0.9 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 11, 2026 | $0.83 | USD | ≈4.1% |
| Jun 11, 2026 | $0.83 | USD | ≈4.2% |
| Mar 11, 2026 | $0.83 | USD | ≈3.6% |
| Dec 11, 2025 | $0.83 | USD | ≈3.9% |
| Sep 11, 2025 | $0.79 | USD | ≈4.1% |
| Jun 11, 2025 | $0.79 | USD | ≈4.2% |
| Mar 11, 2025 | $0.79 | USD | ≈4.1% |
| Dec 11, 2024 | $0.79 | USD | ≈4.4% |
| Sep 11, 2024 | $0.76 | USD | ≈4.7% |
| Jun 11, 2024 | $0.76 | USD | ≈5.1% |
| Mar 8, 2024 | $0.76 | USD | ≈4.9% |
| Dec 8, 2023 | $0.76 | USD | ≈4.6% |
| Sep 8, 2023 | $0.72 | USD | ≈4.9% |
| Jun 9, 2023 | $0.72 | USD | ≈4.3% |
| Mar 9, 2023 | $0.72 | USD | ≈4.2% |
| Dec 9, 2022 | $0.72 | USD | ≈4.1% |
| Sep 9, 2022 | $0.69 | USD | ≈3.9% |
| Jun 9, 2022 | $0.69 | USD | ≈3.6% |
| Mar 10, 2022 | $0.69 | USD | ≈3.9% |
| Dec 9, 2021 | $0.69 | USD | ≈4.2% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| Sept. 30, 2026 | Nov 12, 2026 | $-0.26 | $-1.13 | 77.1% |
| June 30, 2026 | $-0.26 | $-0.27 | 4.5% | |
| March 31, 2026 | $3.76 | $3.70 | 1.7% | |
| Dec. 31, 2025 | $1.77 | $1.71 | 3.2% | |
| Sept. 30, 2025 | $-0.47 | $-0.44 | -7.6% | |
| June 30, 2025 | $0.01 | $-0.10 | 110.1% | |
| March 31, 2025 | $3.60 | $3.78 | -4.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Balance Sheet
| Metric | Trend | 2025 |
|---|---|---|
| Cash & Equivalents | $6M | |
| Prepaid Expense | $46M | |
| Other Current Assets | $23M | |
| Current Assets | $808M | |
| PP&E (Net) | $568M | |
| Accum. Depreciation | $107M | |
| Goodwill | $1.17B | |
| Other Non-current Assets | $379M | |
| Total Assets | $11.58B | |
| Accounts Payable | $156M | |
| Short-term Debt | $1.32B | |
| Current Liabilities | $2.55B | |
| Deferred Tax | $887M | |
| Other Non-current Liabilities | $137M | |
| Common Stock | $59M | |
| Paid-in Capital | $1.98B | |
| Retained Earnings | $1.09B | |
| AOCI | $19M | |
| Stockholders' Equity | $3.39B | |
| Liabilities + Equity | $11.58B | |
| Shares Outstanding | 59,000,000 |
Income Statement
| Metric | Trend | Q3 2026 | Q2 2026 |
|---|---|---|---|
| Operating Expenses | $397M | $716M | |
| Operating Income | $23M | $304M | |
| Interest Expense | $86M | $63M | |
| Other Non-op | $6M | $4M | |
| Pretax Income | $-58M | $270M | |
| Income Tax | $-15M | $53M | |
| Net Income | $211M | $282M | |
| EPS (Basic) | $3.57 | $4.61 | |
| EPS (Diluted) | $3.57 | $4.60 | |
| Shares (Basic) | 59,000,000 | 59,000,000 | |
| Shares (Diluted) | 59,100,000 | 59,200,000 | |
| EBITDA | $23M | $304M |
Balance Sheet
| Metric | Trend | Q3 2026 | Q2 2026 |
|---|---|---|---|
| Cash & Equivalents | $21M | $50M | |
| Prepaid Expense | $64M | $31M | |
| Other Current Assets | $61M | $55M | |
| Current Assets | $790M | $1.59B | |
| PP&E (Net) | $553M | $557M | |
| Accum. Depreciation | $125M | $119M | |
| Goodwill | $1.90B | $1.89B | |
| Other Non-current Assets | $401M | $352M | |
| Total Assets | $14.09B | $14.67B | |
| Accounts Payable | $194M | $185M | |
| Short-term Debt | $1.26B | $1.96B | |
| Current Liabilities | $2.13B | $2.91B | |
| Deferred Tax | $1.05B | $985M | |
| Other Non-current Liabilities | $141M | $143M | |
| Total Debt | $7.02B | $7.72B | |
| Common Stock | $59M | $59M | |
| Paid-in Capital | $1.98B | $1.98B | |
| Retained Earnings | $1.52B | $1.35B | |
| AOCI | $23M | $24M | |
| Stockholders' Equity | $3.58B | $3.42B | |
| Liabilities + Equity | $14.09B | $14.67B | |
| Shares Outstanding | 59,100,000 | 59,100,000 |
Cash Flow
| Metric | Trend | Q3 2026 | Q2 2026 |
|---|---|---|---|
| D&A | $95M | $88M | |
| Operating Cash Flow | $122M | $410M | |
| CapEx | $213M | $192M | |
| Investing Cash Flow | $597M | $-2.67B | |
| Debt Issued | $-9M | $1.40B | |
| Stock Issued | $-700.0K | $400.0K | |
| Dividends Paid | $49M | $49M | |
| Financing Cash Flow | $-746M | $2.30B | |
| Net Change in Cash | $-27M | $46M | |
| Taxes Paid | $900.0K | $800.0K |
Profitability
| Metric | Trend | Q3 2026 | Q2 2026 |
|---|---|---|---|
| ROA | 1.7% | 2.2% | |
| ROE | 6.0% | 8.2% | |
| ROIC | 0.16% | 2.2% |
Liquidity & Solvency
| Metric | Trend | Q3 2026 | Q2 2026 |
|---|---|---|---|
| Current Ratio | 0.4 | 0.5 | |
| Quick Ratio | 0.0 | 0.0 | |
| Debt / Equity | 2.0 | 2.3 | |
| LT Debt / Equity | 1.6 | 1.7 | |
| Interest Coverage | 0.3 | 4.8 |
Per Share
| Metric | Trend | Q3 2026 | Q2 2026 |
|---|---|---|---|
| Book Value / Share | $60.63 | $57.83 | |
| Cash / Share | $0.35 | $0.84 | |
| Dividend / Share | $0.82 | $0.82 | |
| EPS (TTM) | $8.94 | $5.66 |
Valuation (TTM)
| Metric | Trend | Q3 2026 | Q2 2026 |
|---|---|---|---|
| Revenue TTM | $2.57B | $2.57B | |
| Net Income TTM | $549M | $358M | |
| Market Cap | $4.62B | $5.35B | |
| Enterprise Value | $11.62B | $13.02B | |
| P/E | 8.7 | 16.0 | |
| P/S | 1.8 | 2.1 | |
| P/B | 1.3 | 1.6 | |
| P / Tangible Book | 2.7 | 3.5 | |
| EV / Revenue | 4.5 | 5.1 | |
| Dividend Yield | 4.1% | 3.5% | |
| Earnings Yield | 11.5% | 6.2% | |
| Annual Payout | $191M | $188M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Not enough fundamentals data to build this statement yet.
Not enough fundamentals data to build this statement yet.
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 413 filers · $4.6B 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 53 (-23 vs prior Q) | 53 (+27 vs prior Q) | 147 (+1 vs prior Q) | 126 (+22 vs prior Q) | +1.6M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $667,641,856 | 8,549,646 | 14.61% | Shares |
| VANGUARD GROUP INC | $531,791,434 | 6,430,368 | 11.64% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $278,680,408 | 3,568,708 | 6.10% | Shares |
| STATE STREET CORP | $247,938,293 | 3,143,049 | 5.43% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $199,884,630 | 2,559,670 | 4.38% | Shares |
| AMERICAN CENTURY COMPANIES INC | $173,256,803 | 2,218,679 | 3.79% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $131,037,221 | 1,678,028 | 2.87% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $128,789,747 | 1,648,984 | 2.82% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $84,651,152 | 1,084,020 | 1.85% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $84,059,200 | 1,076,440 | 1.84% | Shares |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $82,096,095 | 1,051,301 | 1.80% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $80,378,627 | 1,029,256 | 1.76% | Shares |
| River Road Asset Management, LLC | $77,553,131 | 993,125 | 1.70% | Shares |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $75,587,137 | 967,949 | 1.65% | Shares |
| NORTHERN TRUST CORP | $62,036,570 | 794,424 | 1.36% | Shares |
| MORGAN STANLEY | $59,745,445 | 765,083 | 1.31% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $59,163,000 | 757,628 | 1.29% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $56,076,741 | 718,104 | 1.23% | Shares |
| Qube Research & Technologies Ltd | $55,436,325 | 709,903 | 1.21% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $55,104,911 | 705,659 | 1.21% | Shares |
| NORGES BANK | $54,917,261 | 703,256 | 1.20% | Shares |
| GOLDMAN SACHS GROUP INC | $53,860,092 | 689,718 | 1.18% | Shares |
| Nuveen, LLC | $53,730,841 | 688,063 | 1.18% | Shares |
| Invesco Ltd. | $53,051,145 | 679,359 | 1.16% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $52,134,134 | 667,616 | 1.14% | Shares |
| Bank of New York Mellon Corp | $45,992,668 | 588,970 | 1.01% | Shares |
| FIRST TRUST ADVISORS LP | $45,816,866 | 586,719 | 1.00% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $37,426,741 | 479,277 | 0.82% | Shares |
| UBS Group AG | $36,177,769 | 463,283 | 0.79% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $33,424,941 | 428,031 | 0.73% | Shares |
| ExodusPoint Capital Management, LP | $31,762,561 | 406,743 | 0.70% | Shares |
| ProShare Advisors LLC | $30,821,421 | 394,691 | 0.67% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $30,565,988 | 391,420 | 0.67% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $30,456,462 | 390,017 | 0.67% | Shares |
| JUPITER ASSET MANAGEMENT LTD | $30,235,667 | 387,190 | 0.66% | Shares |
| BANK OF AMERICA CORP /DE/ | $28,969,612 | 370,977 | 0.63% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $26,784,870 | 343,000 | 0.59% | Shares |
| FRANKLIN RESOURCES INC | $25,360,275 | 324,757 | 0.56% | Shares |
| DEUTSCHE BANK AG\ | $25,048,539 | 320,765 | 0.55% | Shares |
| Legal & General Group Plc | $21,942,275 | 280,987 | 0.48% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $21,569,864 | 276,218 | 0.47% | Shares |
| Yaupon Capital Management LP | $20,729,615 | 265,458 | 0.45% | Shares |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $19,281,851 | 212,965 | 0.42% | Shares |
| South Street Advisors LLC | $19,037,795 | 243,793 | 0.42% | Shares |
| D. E. Shaw & Co., Inc. | $18,284,695 | 234,149 | 0.40% | Shares |
| FMR LLC | $17,804,018 | 227,994 | 0.39% | Shares |
| RHUMBLINE ADVISERS | $15,572,520 | 199,418 | 0.34% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15,523,444 | 171,454 | 0.34% | Shares |
| JPMORGAN CHASE & CO | $15,518,663 | 193,097 | 0.34% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $15,423,165 | 197,505 | 0.34% | Shares |
Company insiders 53 insiders · 32 officers · 21 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Scott Edward Doyle | CEO and President | Jan. 20, 2026 F | 8,441 | 0 | 0 | $0 |
| Steven L Lindsey | President & CEO | Nov. 29, 2024 F | 55,115 | 0 | 0 | $0 |
| Douglas H Yaeger | Chairman & CEO | Dec. 1, 2011 F | 106,674 | 0 | 0 | $0 |
| Barry C Cooper | Chief Financial Officer | Sept. 13, 2007 M | 10,678 | 0 | 0 | $0 |
| Kevin Beauchamp | CFO - SM&P Utility Resources | Nov. 2, 2006 A | 3,000 | 0 | 0 | $0 |
| Scott E Jaskowiak | President, LER | Dec. 1, 2011 A | 17,209 | 0 | 0 | $0 |
| Steven M Greenley | Executive VP and COO | Nov. 18, 2025 A | 9,840 | 0 | 0 | $0 |
| Scott B. Carter | SVP, COO of Distribution Ops | Nov. 21, 2022 A | 13,690 | 0 | 0 | $0 |
| Timothy W Krick | VP, Chief Accounting Officer | Aug. 10, 2026 A | 8,090 | 0 | 0 | $0 |
| Ryan L Hyman | SVP, CCIO | June 9, 2026 S | 14,295 | 0 | 1 | $-307,709 |
| Boyan N. Lalov | Vice President and Treasurer | Nov. 18, 2025 A | 1,150 | 0 | 0 | $0 |
| Courtney M. Vomund | SVP, CAO and Corp Secretary | Nov. 18, 2025 A | 5,057 | 0 | 0 | $0 |
| Matthew J Aplington | SVP, Chief Legal Officer | Nov. 18, 2025 A | 4,994 | 0 | 0 | $0 |
| Stephen M Mills | SVP, President, Spire MO | Nov. 18, 2025 F | 3,954 | 0 | 0 | $0 |
| Joseph B. Hampton | VP, Pres., Spire AL, MS & Gulf | Nov. 18, 2025 F | 6,649 | 0 | 0 | $0 |
| Adam W. Woodard | Treasurer | Nov. 18, 2025 A | 5,129 | 0 | 0 | $0 |
| Gerard L Gorla | VP, Chief HR Officer | Nov. 29, 2024 F | 7,629 | 0 | 0 | $0 |
| Steven P Rasche | Executive Vice President | Nov. 29, 2024 F | 8,626 | 0 | 0 | $0 |
| Michael C Geiselhart | Senior Vice President | Sept. 5, 2024 I | 26,252 | 0 | 0 | $0 |
| Suzanne Sitherwood | Executive Vice President | Nov. 23, 2023 F | 119,741 | 0 | 0 | $0 |
| Mark C Darrell | Senior Vice President | Nov. 23, 2023 F | 54,751 | 0 | 0 | $0 |
| Larry Craig Dowdy | Senior Vice President | Dec. 31, 2016 F | 12,853 | 0 | 0 | $0 |
| Michael R Spotanski | Senior Vice President | Dec. 2, 2014 F | 31,132 | 0 | 0 | $0 |
| Mary C Kullman | Senior Vice President | Dec. 2, 2014 F | 13,568 | 0 | 0 | $0 |
| Mark D Waltermire | Exec. Vice President | Feb. 26, 2013 M | 27,032 | 0 | 0 | $0 |
| Richard A Skau | Sr. Vice President | Nov. 14, 2012 F | 18,279 | 0 | 0 | $0 |
| David P Abernathy | Vice President | March 15, 2012 M | 7,578 | 0 | 0 | $0 |
| James A Fallert | Controller | Dec. 13, 2011 M | 8,404 | 0 | 0 | $0 |
| Steven F Mathews | Vice President | Dec. 6, 2011 M | 9,504 | 0 | 0 | $0 |
| Michael C Pendergast | Vice President | Dec. 1, 2011 A | 8,704 | 0 | 0 | $0 |
| Kenneth J Neises | Executive Vice President | Dec. 14, 2009 S | 20,000 | 0 | 0 | $0 |
| Robert E Shively | Senior Vice President | Nov. 2, 2006 A | 9,000 | 0 | 0 | $0 |
| Paul D Koonce | Director | June 1, 2026 P | 7,500 | 2 | 0 | $211,870 |
| Vincent J Ferrari | Director | Feb. 5, 2026 A | 5,540 | 0 | 0 | $0 |
| Sheri S Cook | Director | Feb. 5, 2026 A | 1,640 | 0 | 0 | $0 |
| Maria V. Fogarty | Director | Feb. 5, 2026 A | 3,390 | 0 | 0 | $0 |
| Rob L. Jones | Director | Feb. 5, 2026 A | 1,640 | 0 | 0 | $0 |
| Carrie J Hightman | Director | Feb. 5, 2026 A | 1,640 | 0 | 0 | $0 |
| STUPP JOHN P JR | Director | Feb. 7, 2025 A | 800 | 0 | 0 | $0 |
| Edward L Glotzbach | Director | Feb. 3, 2023 A | 30,140 | 0 | 0 | $0 |
| Stephen S Schwartz | Director | Feb. 3, 2023 A | 1,470 | 0 | 0 | $0 |
| Mary Ann Van Lokeren | Director | Feb. 1, 2022 A | 1,810 | 0 | 0 | $0 |
| Stehpen W Maritz | Director | Feb. 1, 2016 A | 19,690 | 0 | 0 | $0 |
| Anthony V Leness | Director | Feb. 4, 2015 A | 19,650 | 0 | 0 | $0 |
| William E Nasser | Director | Jan. 30, 2014 A | 16,600 | 0 | 0 | $0 |
| DONALD ARNOLD W | Director | Jan. 31, 2013 A | 13,250 | 0 | 0 | $0 |
| Henry Givens JR | Director | Jan. 25, 2007 A | 4,800 | 0 | 0 | $0 |
| Robert P Stupp | Director | Jan. 27, 2005 A | 6,532 | 0 | 0 | $0 |
| Ray C Holman | Director | Jan. 27, 2005 A | 3,100 | 0 | 0 | $0 |
| Robert C Jaudes | Director | Aug. 16, 2004 G | 28,077 | 0 | 0 | $0 |
| Brenda D Newberry | · | Feb. 5, 2026 A | 7,130 | 0 | 0 | $0 |
| Mark A Borer | · | Feb. 5, 2026 A | 1,640 | 0 | 0 | $0 |
| Ronald L Krutzman | · | Nov. 3, 2004 A | · | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 76 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 |
|---|---|---|---|---|
| PUI · Invesco Exchange-Traded Fund Trust | 1.67% | 10,481 SH | Oct. 2, 2026 | Daily |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1.37% | 122,294 SH | Oct. 2, 2026 | Daily |
| COMT · iShares U.S. ETF Trust | 1.19% | 16,450,000 SH | Sept. 11, 2026 | Daily |
| XMVM · Invesco Exchange-Traded Fund Trust | 1.01% | 66,032 SH | Oct. 2, 2026 | Daily |
| HSMV · First Trust Exchange-Traded Fund III | 0.88% | 3,898 NS | July 31, 2026 | N-PORT |
| IQRA · New York Life Investments Active ET… | 0.59% | 510 NS | July 31, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.58% | 16,597 NS | July 31, 2026 | N-PORT |
| RDIV · Invesco Exchange-Traded Fund Trust … | 0.49% | 88,568 SH | Oct. 2, 2026 | Daily |
| NUSC · Nushares ETF Trust | 0.35% | 57,172 NS | July 31, 2026 | N-PORT |
| FUTY · FIDELITY COVINGTON TRUST | 0.31% | 89,306 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.31% | 52,760 NS | July 31, 2026 | N-PORT |
| VRP · Invesco Exchange-Traded Fund Trust … | 0.30% | 9,300,000 | Oct. 2, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.30% | 51,791 SH | Aug. 19, 2026 | Daily |
| VPU · VANGUARD WORLD FUND | 0.29% | 404,585 SH | Aug. 19, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.26% | 19,574 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.24% | 363 NS | July 31, 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0.22% | 1,468 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.21% | 72,589 SH | Sept. 11, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.21% | 2,244 NS | July 31, 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.18% | 299,306 | Oct. 2, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.17% | 3,671 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.16% | 1,516,349 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.15% | 28,387 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.15% | 28,940 SH | Aug. 19, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.15% | 7,893 SH | Oct. 2, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.14% | 341,124 SH | Aug. 19, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.13% | 6,553 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.13% | 41,091 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.13% | 95,382 SH | Aug. 19, 2026 | Daily |
| MIDU · Direxion Shares ETF Trust | 0.10% | 868 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.10% | 25,083 SH | Aug. 19, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.10% | 16,263 SH | Oct. 2, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 24,947 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.10% | 183,481 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.09% | 817,987 SH | Aug. 19, 2026 | Daily |
| PFF · iShares Trust | 0.09% | 494,720 SH | Sept. 11, 2026 | Daily |
| SMDX · Tidal Trust III | 0.07% | 1,149 NS | July 31, 2026 | N-PORT |
| NEAR · iShares U.S. ETF Trust | 0.06% | 3,280,000 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.05% | 677,859 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.05% | 1,288,272 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.04% | 11,850 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.04% | 3,509 SH | Sept. 11, 2026 | Daily |
| DGRO · iShares Trust | 0.04% | 218,778 SH | Sept. 11, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 777 SH | Sept. 28, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.02% | 231,052 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.02% | 5,038 NS | July 31, 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.02% | 1,684 SH | Oct. 2, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 16,156 SH | Oct. 1, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.01% | 72,558 NS | July 31, 2026 | N-PORT |
| DIVB · iShares Trust | 0.01% | 2,900 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,782,736 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 4,910 SH | Aug. 19, 2026 | Daily |
| IUSV · iShares Trust | 0.01% | 29,415 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 13,299 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 3,311 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.01% | 2,532 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 79,935 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 17,374 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.01% | 16,131 SH | Sept. 10, 2026 | Daily |
| IUSG · iShares Trust | 0.01% | 22,515 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 41,507 SH | Aug. 19, 2026 | Daily |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
| IJH · iShares Trust | · | 2,075,809 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 147,824 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 171,620 SH | Aug. 21, 2026 | Daily |
| IWN · iShares Trust | · | 555,845 SH | Sept. 11, 2026 | Daily |
| IFRA · iShares Trust | · | 70,348 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 8,081 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 2,557 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 12,580 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 64,613 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 3,146 SH | Aug. 19, 2026 | Daily |
SR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
10 analysts · 2026-10-01Mean target $91.40 +17.9%
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 |
|---|---|---|---|---|---|---|
| SR | · | · | · | · | · | · |
| ATO | $27.59B | 22.9 | 12.9% | 25.5% | 9.0% | · |
| UGI | $7.13B | 10.8 | 1.1% | 9.3% | 14.5% | · |
| NFG | $8.35B | 16.3 | 17.1% | 22.8% | 17.4% | · |
| SWX | $5.78B | 13.2 | 9.6% | · | 11.2% | · |
| NJR | $4.84B | 14.5 | 9.9% | 24.8% | 13.8% | · |
| OGS | $4.84B | 17.7 | · | · | 8.0% | · |
| MDU | · | 21.0 | 6.7% | 10.2% | 6.9% | · |
| CPK | · | 20.9 | 18.1% | 15.1% | 9.1% | · |
| NWN | $1.94B | 16.9 | 11.8% | 8.8% | 7.9% | · |
| SPH | · | 11.5 | 7.9% | 7.4% | · | · |
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