STC Stewart Information Services Corporation Common Stock

NYSE · Insurance · View on SEC EDGAR ↗
$68.73
Price · Aug 19, 2026
Fundamentals as of Aug 4, 2026
52W Range
$57–$79
54% of range
Analyst Rating
BUY
10 analysts
Price Target
$82
+20% upside
P/E (TTM)
17.0
ROE
7.6%
Net Profit Margin
4.0%

About Stewart Information Services Corporation Common Stock Company overview from Wikipedia

Stewart Information Services Corporation (SISCO) is a real estate information, title insurance and transaction management company. Wholly owned subsidiaries, Stewart Title Guaranty Co. and Stewart Title Company offer products and services in the United States and abroad through its direct retail operations, independent agencies in the Stewart Trusted Provider network, and other companies. Stewart Title is headquartered in Houston, Texas, and has approximately 6,350 employees.

Read more

Stewart Information Services Corporation (SISCO) is a real estate information, title insurance and transaction management company. Wholly owned subsidiaries, Stewart Title Guaranty Co. and Stewart Title Company offer products and services in the United States and abroad through its direct retail operations, independent agencies in the Stewart Trusted Provider network, and other companies. Stewart Title is headquartered in Houston, Texas, and has approximately 6,350 employees.

Founded by Maco Stewart in 1893 in Galveston, Texas, the company has grown to offer title insurance policies and escrow services in more than 80 countries. In 2014 Stewart Title was recognized by Forbes as one of the 50 Most Trustworthy Financial Companies in America. In 2012, SISCO was nationally recognized in Forbes’ Top 100 Most Trustworthy Companies in the U.S. It was number four on the 2007 FORTUNE magazine’s "America’s Most Admired Companies" in "Mortgage Services". It was also number 703 on the Fortune 1000 list in 2006.

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

Wikidata ↗

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

Price
$68.73
Market Cap
$2.08B
P/E (TTM)
17.0
EPS (TTM)
$4.05
Revenue (TTM)
$2.92B
Div Yield
2.8%
ROE
7.6%
Debt/Equity
—
52W Range
$57 – $79

STC 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 $2.92B
10-point trend, +45.6%
2016-12-31 → 2025-12-31
EPS $4.05
10-point trend, +118.9%
2016-12-31 → 2025-12-31
Free Cash Flow $132M
10-point trend, +26.2%
2016-12-31 → 2025-12-31
Margins 4.0%

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

Metric
5Y trend
STC
Peer Median
P/E (TTM)
5-point trend, +158.9%
17.0
11.1
P/S (TTM)
5-point trend, +12.1%
0.7
1.3
P/B
5-point trend, -22.6%
1.3
1.7
Price / FCF
5-point trend, +162.4%
15.7
—

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

Metric
5Y trend
STC
Peer Median
Net Profit Margin
5-point trend, -59.6%
4.0%
11.5%
ROA
5-point trend, -71.4%
3.9%
4.3%
ROE
5-point trend, -73.1%
7.6%
14.4%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
STC
Peer Median

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

Metric
5Y trend
STC
Peer Median
Revenue YoY
5-point trend, -11.6%
17.3%
—
Revenue CAGR 3Y
5-point trend, -11.6%
-1.6%
—
Revenue CAGR 5Y
5-point trend, -11.6%
5.0%
—
EPS YoY
5-point trend, -66.0%
55.2%
—
Net Income YoY
5-point trend, -64.3%
57.6%
—

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

Metric
5Y trend
STC
Peer Median
EPS (Diluted)
5-point trend, -66.0%
$4.05
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
STC
Peer Median
Payout Ratio
5-point trend, +346.4%
50.6%
—

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

Dividend Yield
2.8%
Payout Ratio
50.6%
5Y Div CAGR
—
Ex-dateAmount
June 15, 2026$0.5250
March 16, 2026$0.5250
Dec. 15, 2025$0.5250
Sept. 16, 2025$0.5250
June 16, 2025$0.5000
March 17, 2025$0.5000
Dec. 16, 2024$0.5000
Sept. 16, 2024$0.5000
June 17, 2024$0.4750
March 14, 2024$0.4750
Dec. 14, 2023$0.4750
Sept. 14, 2023$0.4750
June 14, 2023$0.4500
March 14, 2023$0.4500
Dec. 14, 2022$0.4500
Sept. 14, 2022$0.4500
June 14, 2022$0.3750
March 14, 2022$0.3750
Dec. 14, 2021$0.3750
Sept. 14, 2021$0.3300

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

BUY 10 analysts
  • Strong Buy 2 20.0%
  • Buy 4 40.0%
  • Hold 4 40.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

4 analysts · 2026-08-13
Median target $83.50 +21.5%
Mean target $82.25 +19.7%

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

Beat Rate
75.0%
Avg Surprise
0.13%
Period EPS Actual EPS Est Surprise
June 30, 2026 $1.39 $1.64 -0.25%
March 31, 2026 $0.78 $0.53 0.25%
Dec. 31, 2025 $1.65 $1.37 0.28%
Sept. 30, 2025 $1.64 $1.39 0.25%
June 30, 2025 $1.34 $1.20 0.14%
March 31, 2025 $0.25 $0.34 -0.09%
Dec. 31, 1999 $0.07 $0.03 0.04%
Dec. 31, 1998 $0.92 $0.53 0.39%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
STC $2.12B 17.3 17.3% 4.0% 7.6% —
LMND $5.40B -31.8 40.2% -22.4% -31.2% —
PLMR $3.57B 18.8 58.2% 22.5% 22.0% —
SLDE $2.42B 5.8 36.5% 38.4% 57.4% —
SKWD $2.07B 12.6 23.2% 12.0% 18.9% —
HCI $2.49B 8.4 20.1% 33.2% 40.0% —
KMPR — — — — — —
SAFT — 11.6 12.8% 7.8% 11.2% —
XZO $2.20B 24.5 62.0% 38.1% 61.4% 60.4%
UFCS $928M 8.1 10.6% 8.5% 13.7% —
TRUP $1.62B 83.0 11.9% — — —

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

Income Statement 9
Annual Income Statement data for STC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +56.2% $2.92B $2.49B $2.26B $3.07B $3.31B $2.29B $1.94B $1.91B $1.96B $2.01B $2.03B $1.87B
Interest Expense 10-point trend, +509.9% · · $20M $18M $5M $3M $4M $4M $3M $3M $2M $3M
Pretax Income 12-point trend, +219.6% $166M $114M $61M $233M $434M $219M $117M $73M $75M $88M $10M $52M
Income Tax 12-point trend, +162.2% $35M $26M $15M $51M $94M $49M $27M $14M $15M $20M $6M $14M
Net Income 12-point trend, +288.3% $116M $73M $30M $162M $323M $155M $79M $48M $49M $55M $-6M $30M
EPS (Basic) 12-point trend, +214.5% $4.12 $2.65 $1.12 $6.00 $12.05 $6.25 $3.33 $2.02 $2.08 $1.86 $-0.26 $1.31
EPS (Diluted) 12-point trend, +226.6% $4.05 $2.61 $1.11 $5.94 $11.90 $6.22 $3.31 $2.01 $2.06 $1.85 $-0.26 $1.24
Shares (Basic) 12-point trend, +23.2% 28,069,000 27,628,000 27,293,000 27,055,000 26,822,000 24,793,000 23,611,000 23,543,000 23,445,000 23,364,000 23,544,000 22,778,000
Shares (Diluted) 12-point trend, +15.6% 28,560,000 28,129,000 27,520,000 27,347,000 27,168,000 24,913,000 23,753,000 23,685,000 23,597,000 23,472,000 23,544,000 24,710,000
Balance Sheet 17
Annual Balance Sheet data for STC
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +60.4% $322M $216M $233M $248M $486M $433M $331M $192M $150M $186M $179M $201M
Short-term Investments 12-point trend, +91.3% $48M $41M $39M $24M $18M $21M $24M $23M $24M $22M $40M $25M
PP&E (Net) 8-point trend, -3.8% · · · · $72M $52M $50M $61M $67M $71M $71M $75M
Accum. Depreciation 8-point trend, -3.6% · · · · $166M $142M $151M $183M $186M $173M $170M $172M
Goodwill 12-point trend, +405.0% $1.27B $1.08B $1.07B $1.07B $925M $431M $249M $249M $231M $217M $218M $252M
Intangibles 12-point trend, +1135.7% $325M $173M $193M $199M $230M $37M $5M $10M $10M $11M $18M $26M
Total Assets 12-point trend, +133.6% $3.25B $2.73B $2.70B $2.74B $2.81B $1.98B $1.59B $1.37B $1.41B $1.34B $1.32B $1.39B
Deferred Tax 12-point trend, +295.4% $53M $28M $25M $27M $49M $24M $29M $14M $19M $8M $1M $13M
Total Liabilities 12-point trend, +131.6% $1.60B $1.32B $1.32B $1.37B $1.52B $966M $839M $693M $727M $693M $684M $692M
Long-term Debt 8-point trend, +307.9% · $446M $445M $447M $483M $102M $111M $108M $109M · · ·
Common Stock 12-point trend, +31.2% $31M $28M $28M $27M $27M $27M $24M $24M $24M $24M $23M $23M
Retained Earnings 12-point trend, +138.8% $1.15B $1.09B $1.07B $1.09B $975M $689M $564M $514M $492M $472M $456M $480M
Treasury Stock Flat — no change across 12 periods $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M
AOCI · · · · · · · · · · · $13M
Stockholders' Equity 12-point trend, +136.7% $1.64B $1.40B $1.37B $1.36B $1.28B $1.01B $747M $674M $672M $641M $629M $693M
Liabilities + Equity 12-point trend, +133.6% $3.25B $2.73B $2.70B $2.74B $2.81B $1.98B $1.59B $1.37B $1.41B $1.34B $1.32B $1.39B
Shares Outstanding 12-point trend, +31.7% 30,223,311 27,763,691 27,370,227 27,130,412 26,893,430 26,728,242 23,709,407 23,719,347 23,719,522 23,431,279 22,291,094 22,955,748
Cash Flow 16
Annual Cash Flow data for STC
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +152.1% $61M $62M $62M $57M $36M $19M $23M $25M $26M $30M $30M $24M
Stock-based Comp 12-point trend, +325.4% $17M $14M $11M $12M $12M $6M $2M $5M $5M $3M $4M $4M
Deferred Tax 11-point trend, +242.7% $8M $5M $-7M $293.0K $13M $-10M $9M $256.0K $8M $7M $-6M ·
Amort. of Intangibles 12-point trend, +414.5% $32M $32M $35M $33M $19M $5M $4M $5M $4M $6M $7M $6M
Operating Cash Flow 12-point trend, +221.4% $206M $136M $83M $192M $390M $276M $166M $84M $108M $123M $81M $64M
CapEx 12-point trend, +275.7% $73M $40M $38M $48M $40M $15M $17M $11M $16M $18M $20M $20M
Investing Cash Flow 12-point trend, -369.2% $-369M $-87M $-30M $-301M $-645M $-231M $7M $9M $-103M $-57M $-69M $-79M
Stock Issued 8-point trend, +140807000.00 $141M $0 $0 $0 $0 $109M $0 $0 · · · ·
Stock Repurchased 12-point trend, -82.4% $4M $4M $2M $3M $2M $1M $532.0K $1M $727.0K $1M $28M $22M
Net Stock Activity 12-point trend, +721.0% $137M $-4M $-2M $-3M $-2M $108M $-532.0K $-1M $-727.0K $-1M $-28M $-22M
Dividends Paid 12-point trend, +2405.8% $58M $54M $51M $45M $37M $30M $28M $28M $28M $28M $18M $2M
Financing Cash Flow 12-point trend, +919.0% $265M $-61M $-69M $-123M $310M $54M $-38M $-48M $-44M $-59M $-26M $26M
Net Change in Cash 12-point trend, +1582.5% $105M $-17M $-15M $-238M $53M $102M $139M $42M $-36M $7M $-21M $6M
Taxes Paid 12-point trend, +23020.8% $24M $26M $5M $60M $106M $45M $12M $13M $-2M $15M $15M $-106.0K
Free Cash Flow 12-point trend, +197.6% $132M $95M $45M $144M $350M $261M $149M $74M $92M $105M $61M $44M
Levered FCF 10-point trend, -27.6% · · $30M $130M $347M $259M $146M $70M $89M $102M $60M $42M
Profitability 4
Annual Profitability data for STC
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +148.4% 4.0% 2.9% 1.4% 5.3% 9.8% 6.8% 4.0% 2.5% 2.5% 2.8% -0.31% 1.6%
Pretax Margin 12-point trend, +104.7% 5.7% 4.6% 2.7% 7.6% 13.1% 9.6% 6.0% 3.8% 3.8% 4.4% 0.48% 2.8%
ROA 12-point trend, +76.3% 3.9% 2.7% 1.1% 5.9% 13.5% 8.7% 5.3% 3.4% 3.5% 4.2% -0.46% 2.2%
ROE 12-point trend, +72.1% 7.6% 5.3% 2.2% 12.3% 28.3% 17.7% 11.1% 7.1% 7.4% 8.7% -0.94% 4.4%
Efficiency 1
Annual Efficiency data for STC
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -29.0% 1.0 0.9 0.8 1.1 1.4 1.3 1.3 1.4 1.4 1.5 1.5 1.4
Per Share 7
Annual Per Share data for STC
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +79.8% $54.30 $50.50 $50.11 $50.21 $47.67 $37.60 $31.52 $28.40 $28.34 $27.37 $28.23 $30.20
Revenue / Share 12-point trend, +35.1% $102.30 $88.54 $82.03 $112.24 $121.68 $91.86 $81.67 $80.54 $82.88 $85.49 $86.39 $75.71
Cash Flow / Share 12-point trend, +178.1% $7.20 $4.82 $3.02 $7.02 $14.37 $11.07 $7.00 $3.55 $4.58 $5.24 $3.42 $2.59
Cash / Share 12-point trend, +21.9% $10.65 $7.79 $8.53 $9.15 $18.07 $16.19 $13.94 $8.10 $6.33 $7.93 $8.03 $8.74
Dividend / Share 4-point trend, +24.2% $2 $2 $2 $2 · · · · · · · ·
Dividend Paid / Share 10-point trend, +1750.0% · · $2 $2 $1 $1 $1 $1 $1 $1 $1 $0
EPS (TTM) 12-point trend, +226.6% $4.05 $2.61 $1.11 $5.94 $11.90 $6.22 $3.31 $2.01 $2.06 $1.85 $-0.26 $1.24
Growth Rates 10
Annual Growth Rates data for STC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -61.0% 17.3% 10.3% -26.5% -7.1% 44.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -262.2% -1.6% -9.0% -0.45% · · · · · · · · ·
Revenue CAGR 5Y 5.0% · · · · · · · · · · ·
EPS YoY 5-point trend, -39.6% 55.2% 135.1% -81.3% -50.1% 91.3% · · · · · · ·
EPS CAGR 3Y 3-point trend, +72.6% -12.0% -39.7% -43.7% · · · · · · · · ·
EPS CAGR 5Y -8.2% · · · · · · · · · · ·
Net Income YoY 5-point trend, -47.0% 57.6% 140.8% -81.2% -49.8% 108.7% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +74.4% -10.7% -39.0% -41.9% · · · · · · · · ·
Net Income CAGR 5Y -5.7% · · · · · · · · · · ·
Dividend CAGR 5Y 14.1% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for STC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +56.2% $2.92B $2.49B $2.26B $3.07B $3.31B $2.29B $1.94B $1.91B $1.96B $2.01B $2.03B $1.87B
Net Income TTM 12-point trend, +288.3% $116M $73M $30M $162M $323M $155M $79M $48M $49M $55M $-6M $30M
Market Cap 12-point trend, +149.7% $2.12B $1.87B $1.61B $1.16B $2.14B $1.29B $967M $982M $1.00B $1.08B $832M $850M
P/E 12-point trend, -41.9% 17.3 25.9 52.9 7.2 6.7 7.8 12.3 20.6 20.5 24.9 -143.6 29.9
P/S 12-point trend, +59.9% 0.7 0.8 0.7 0.4 0.6 0.6 0.5 0.5 0.5 0.5 0.4 0.5
P/B 12-point trend, +5.5% 1.3 1.3 1.2 0.9 1.7 1.3 1.3 1.5 1.5 1.7 1.3 1.2
P / Tangible Book 6-point trend, +1902.6% 48.3 12.9 15.2 12.9 16.8 2.4 · · · · · ·
P / Cash Flow 12-point trend, -22.3% 10.3 13.8 19.4 6.0 5.5 4.7 5.8 11.7 9.3 8.8 10.3 13.3
P / FCF 12-point trend, -16.1% 16.1 19.7 35.5 8.1 6.1 5.0 6.5 13.4 10.9 10.3 13.7 19.1
Dividend Yield 12-point trend, +918.5% 2.8% 2.9% 3.1% 3.9% 1.7% 2.3% 2.9% 2.9% 2.8% 2.6% 2.2% 0.27%
Earnings Yield 12-point trend, +71.9% 5.8% 3.9% 1.9% 13.9% 14.9% 12.9% 8.1% 4.9% 4.9% 4.0% -0.70% 3.4%
Payout Ratio 12-point trend, +545.7% 50.6% 73.6% 166.0% 27.5% 11.3% 19.5% 36.1% 59.5% 57.8% 50.2% -290.3% 7.8%
Annual Payout 12-point trend, +2405.8% $58M $54M $51M $45M $37M $30M $28M $28M $28M $28M $18M $2M

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 $2.92B$2.49B$2.26B$3.07B$3.31B
Net Income $116M$73M$30M$162M$323M
Diluted EPS $4.05$2.61$1.11$5.94$11.90
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $132M$95M$45M$144M$350M

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Institutional owners (13F) 262 filers · $1.3B 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
43 (+8 vs prior Q) 27 (-2 vs prior Q) 83 (-19 vs prior Q) 79 (+18 vs prior Q) +2.5M

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
NEUBERGER BERMAN GROUP LLC $166,572,303 2,523,058 12.95% Shares
FMR LLC $130,293,243 1,973,542 10.13% Shares
DIMENSIONAL FUND ADVISORS LP $98,182,967 1,487,170 7.63% Shares
STATE STREET CORP $91,552,641 1,386,741 7.12% Shares
VANGUARD CAPITAL MANAGEMENT LLC $88,794,391 1,344,962 6.90% Shares
Capital International Investors $60,871,430 922,015 4.73% Shares
MILLENNIUM MANAGEMENT LLC $45,572,352 690,281 3.54% Shares
GEODE CAPITAL MANAGEMENT, LLC $44,255,006 670,171 3.44% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $42,243,491 639,859 3.28% Shares
CITADEL ADVISORS LLC $38,862,079 588,641 3.02% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $30,611,493 463,670 2.38% Shares
DAVENPORT & Co LLC $27,521,559 416,867 2.14% Shares
VICTORY CAPITAL MANAGEMENT INC $27,476,798 416,189 2.14% Shares
COOKE & BIELER LP $24,446,414 370,288 1.90% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $21,236,257 321,664 1.65% Shares
Rockefeller Capital Management L.P. $17,053,641 258,310 1.33% Shares
Tributary Capital Management, LLC $16,474,114 249,532 1.28% Shares
VANGUARD FIDUCIARY TRUST CO $13,331,551 201,932 1.04% Shares
MORGAN STANLEY $11,700,022 177,219 0.91% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $11,511,709 174,367 0.89% Shares
Bank of New York Mellon Corp $11,488,338 174,013 0.89% Shares
GOLDMAN SACHS GROUP INC $11,059,142 167,512 0.86% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $9,886,957 149,757 0.77% Shares
PRINCIPAL FINANCIAL GROUP INC $9,665,923 146,409 0.75% Shares
RBF Capital, LLC $9,608,551 145,540 0.75% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8,553,353 129,557 0.66% Shares
HEARTLAND ADVISORS INC $8,252,500 125,000 0.64% Shares
Empowered Funds, LLC $8,210,709 124,367 0.64% Shares
Zimmer Partners, LP $7,235,792 109,600 0.56% Shares
ENVESTNET ASSET MANAGEMENT INC $7,092,658 107,432 0.55% Shares
Public Sector Pension Investment Board $6,898,430 104,490 0.54% Shares
CRAMER ROSENTHAL MCGLYNN LLC $6,834,324 103,519 0.53% Shares
BlackRock, Inc. $6,744,471 102,158 0.52% Shares
WELLINGTON MANAGEMENT GROUP LLP $6,499,141 98,442 0.51% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $6,405,789 97,028 0.50% Shares
Boston Partners $6,201,130 93,928 0.48% Shares
Nuveen, LLC $5,891,955 89,245 0.46% Shares
NORGES BANK $5,539,078 83,900 0.43% Shares
RENAISSANCE TECHNOLOGIES LLC $5,134,970 77,779 0.40% Shares
RHUMBLINE ADVISERS $5,092,433 77,135 0.40% Shares
Nuveen Asset Management, LLC $5,036,914 74,632 0.39% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $4,958,894 75,112 0.39% Shares
FIRST TRUST ADVISORS LP $4,669,330 70,726 0.36% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $4,478,071 67,829 0.35% Shares
AMERIPRISE FINANCIAL INC $4,171,011 63,178 0.32% Shares
AMERICAN CENTURY COMPANIES INC $4,142,810 62,750 0.32% Shares
Swiss National Bank $4,040,424 61,200 0.31% Shares
Solel Partners LP $3,708,079 56,166 0.29% Shares
Quantinno Capital Management LP $3,083,959 46,712 0.24% Shares
Legal & General Group Plc $3,076,863 46,605 0.24% Shares
Keeley-Teton Advisors, LLC $2,942,117 41,235 0.23% Shares
INTECH INVESTMENT MANAGEMENT LLC $2,716,789 41,151 0.21% Shares
BANK OF AMERICA CORP /DE/ $2,532,461 38,359 0.20% Shares
ALLIANCEBERNSTEIN L.P. $2,397,679 38,936 0.19% Shares
TWO SIGMA INVESTMENTS, LP $2,354,207 35,659 0.18% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2,303,585 37,408 0.18% Shares
DEUTSCHE BANK AG\ $2,126,966 32,217 0.17% Shares
AQR CAPITAL MANAGEMENT LLC $2,107,560 31,923 0.16% Shares
PRUDENTIAL FINANCIAL INC $2,059,230 31,191 0.16% Shares
Trexquant Investment LP $1,773,363 26,861 0.14% Shares
Corient Private Wealth LP $1,762,206 26,692 0.14% Shares
GABELLI FUNDS LLC $1,650,500 25,000 0.13% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $1,539,806 23,323 0.12% Shares
VANGUARD ASSET MANAGEMENT, Ltd $1,511,924 22,901 0.12% Shares
WELLS FARGO & COMPANY/MN $1,476,207 22,360 0.11% Shares
Squarepoint Ops LLC $1,467,757 22,232 0.11% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,419,430 21,500 0.11% Put option
XTX Topco Ltd $1,396,125 21,147 0.11% Shares
Diametric Capital, LP $1,392,031 21,085 0.11% Shares
Penn Capital Management Company, LLC $1,305,876 19,780 0.10% Shares
Fisher Asset Management, LLC $1,278,278 19,362 0.10% Shares
MetLife Investment Management, LLC $1,178,721 17,854 0.09% Shares
VARCOV Co. $1,152,379 17,455 0.09% Shares
Schonfeld Strategic Advisors LLC $1,123,923 17,024 0.09% Shares
STATE OF WISCONSIN INVESTMENT BOARD $1,078,239 16,332 0.08% Shares
Illinois Municipal Retirement Fund $1,031,893 15,630 0.08% Shares
State of Tennessee, Department of Treasury $1,006,541 15,246 0.08% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $987,197 14,953 0.08% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $950,226 14,393 0.07% Shares
Mitsubishi UFJ Trust & Banking Corp $932,797 14,129 0.07% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $931,938 14,116 0.07% Shares
LPL Financial LLC $928,357 14,062 0.07% Shares
Louisiana State Employees Retirement System $878,066 13,300 0.07% Shares
WCM INVESTMENT MANAGEMENT, LLC $868,739 12,974 0.07% Shares
Unison Advisors LLC $866,579 13,126 0.07% Shares
Invesco Ltd. $810,660 12,279 0.06% Shares
BARCLAYS PLC $795,079 12,043 0.06% Shares
VANGUARD GROUP INC $770,260 10,963 0.06% Shares
EXCHANGE TRADED CONCEPTS, LLC $768,011 11,633 0.06% Shares
Vanguard Global Advisers, LLC $760,352 11,517 0.06% Shares
JONES FINANCIAL COMPANIES LLLP $759,980 11,066 0.06% Shares
NEW YORK STATE COMMON RETIREMENT FUND $734,539 11,126 0.06% Shares
Cerity Partners LLC $731,421 11,079 0.06% Shares
JANUS HENDERSON GROUP PLC $723,900 11,765 0.06% Shares
Assenagon Asset Management S.A. $693,210 10,500 0.05% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $686,278 10,395 0.05% Shares
Amundi $674,262 10,213 0.05% Shares
TWINBEECH CAPITAL LP $646,996 9,800 0.05% Shares
CANADA PENSION PLAN INVESTMENT BOARD $640,394 9,700 0.05% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $630,689 9,553 0.05% Shares

Company insiders 53 insiders · 24 officers · 22 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Frederick H Eppinger Chief Executive Officer March 8, 2026 M 161,893 0 0 $0
David C Hisey Chief Financial Officer March 8, 2026 M 69,351 0 0 $0
Joseph Allen Berryman EVP, CFO, Secretary, Treasurer June 15, 2017 A 38,738 0 0 $0
Iain Martyn Bryant Group President July 1, 2026 M 5,645 0 0 $0
Erinlea Sheckler Group President March 8, 2026 M 8,244 0 0 $0
Ryan M. Swed Group President March 8, 2026 M 8,238 0 0 $0
Brad Rable Group President March 8, 2026 M 28,082 0 0 $0
Steven Mark Lessack Group President Dec. 13, 2024 M 10,387 0 0 $0
Tara Smith Group President March 26, 2024 A 12,337 0 0 $0
Dave Fauth Group President Dec. 31, 2018 F 10,877 0 0 $0
Beall Patrick Henry Group President Dec. 31, 2018 F 7,370 0 0 $0
Jason Nadeau Group President Dec. 31, 2015 F 19,173 0 0 $0
Glenn H Clements Group President-Direct Ops Dec. 31, 2015 F 25,544 0 0 $0
George L Houghton Group President May 7, 2014 A 22,097 0 0 $0
Timothy Okrie Chief Operating Officer April 3, 2017 A 3,647 0 0 $0
Emily Kain Chief Human Resource Officer March 8, 2026 M 8,178 0 0 $0
Elizabeth Giddens Chief Legal Officer, Secretary March 8, 2026 M 8,661 0 0 $0
Brian Glaze PAO March 8, 2026 M 11,961 0 0 $0
John Earl Hamm Jr. Chief Information Officer March 8, 2023 A — 0 0 $0
John L Killea Chief Legal Officer March 10, 2022 M 50,927 0 0 $0
John Magness Chief Corp. Development Off. Oct. 16, 2019 F 1,437 0 0 $0
Ann Manal Chief Human Resources Officer March 7, 2019 F 2,665 0 0 $0
Jay Milligan Chief Enterprise Sales Officer April 3, 2017 A 3,167 0 0 $0
Edgar Ashley Smith Exec. VP & Chief Legal Officer June 16, 2011 F 36,306 0 0 $0
Allen C Bradley JR Director June 1, 2026 P 25,034 3 0 $63,869
William S. Corey Jr. Director May 7, 2025 A 9,642 0 0 $0
Deborah Jane Matz Director May 7, 2025 A 9,778 0 0 $0
Helen Vaid Director May 7, 2025 A 4,493 0 0 $0
Rodriquez Manuel Sanchez Director May 7, 2025 A 11,805 0 0 $0
Karen R Pallotta Director May 7, 2025 A 10,405 0 0 $0
Thomas G Apel Director May 7, 2025 A 42,391 0 0 $0
Matthew Morris Director May 7, 2025 A 67,036 0 0 $0
Robert Clarke Director May 7, 2025 A 59,127 0 0 $0
Glenn C Christenson Director Oct. 29, 2019 S 32,425 0 0 $0
James M Chadwick Director Sept. 12, 2019 S 1,706 0 0 $0
Ajdler Arnaud Director June 20, 2019 A 9,425 0 0 $0
Clifford Press Director May 22, 2018 A 5,390 0 0 $0
Laurie C Moore Director April 28, 2016 A 13,840 0 0 $0
Stewart Morris JR Director April 27, 2016 A 101,327 0 0 $0
Malcolm S Morris Director April 27, 2016 A 36,407 0 0 $0
Catherine A Allen Director May 6, 2013 A 18,057 0 0 $0
Max Crisp Director Dec. 31, 2008 F 8,084 0 0 $0
Nita B Hanks Director Aug. 15, 2008 A 1,166 0 0 $0
Robert L Clarke Director May 12, 2008 A 6,465 0 0 $0
John P Laware Director May 3, 2004 A 5,529 0 0 $0
Frank A Keating — April 28, 2016 A 31,912 0 0 $0
HOBBY PAUL W — April 28, 2016 A 31,069 0 0 $0
Arthur W Porter — May 6, 2014 A 26,638 0 0 $0
Edward Douglas Hodo — May 6, 2014 A 30,007 0 0 $0
Michael Barry Skalka — March 10, 2012 F 22,075 0 0 $0

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

Activists & 5%+ owners 6 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
Magnetar Financial LLC, Magnetar Capital Partners LP, Supernova Management LLC, Alec N. Litowitz ×2 filings May 14, 2018 — Initial filing — SEC
STARBOARD VALUE LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE AND OPPORTUNITY S LLC, STARBOARD VALUE AND OPPORTUNITY C LP, STARBOARD VALUE R LP, STARBOARD VALUE R GP LLC, STARBOARD VALUE GP LLC, STARBOARD VALUE PRINCIPAL CO LP, STARBOARD PRINCIPAL CO GP LLC, JEFFREY C. SMITH, MARK R. MITCHELL, PETER A. FELD, GAVIN T. MOLINELLI, ROSLYN B. PAYNE, GEORGE P. SCANLON ×4 filings March 21, 2018 — Initial filing — SEC
DRIEHAUS CAPITAL MANAGEMENT LLC, Driehaus Active Income Fund ×5 filings Aug. 10, 2017 — Initial filing — SEC
FOUNDATION OFFSHORE MASTER FUND, LTD., FOUNDATION ASSET MANAGEMENT, LP, FOUNDATION ASSET MANAGEMENT GP II, LLC, DAVID CHARNEY, SKY WILBER ×8 filings Dec. 9, 2016 — Initial filing — SEC
Bulldog Investors, LLC, Phillip Goldstein, Andrew Dakos, Steven Samuels ×2 filings June 23, 2016 — Initial filing — SEC
FOUNDATION ONSHORE FUND, L.P., FOUNDATION OFFSHORE MASTER FUND, LTD., FOUNDATION OFFSHORE FUND, LTD., FOUNDATION ASSET MANAGEMENT GP, LLC, FOUNDATION ASSET MANAGEMENT, LLC, DAVID CHARNEY, SKY WILBER, ENGINE CAPITAL, L.P., ENGINE JET CAPITAL, L.P., ENGINE CAPITAL MANAGEMENT, LLC, ENGINE INVESTMENTS, LLC, ARNAUD AJDLER ×4 filings Feb. 14, 2014 — Initial filing Board campaign 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 83 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
NBSM · Neuberger Berman ETF Trust 1.86% 64,625 NS May 31, 2026 N-PORT
KWT · iShares Trust 1.66% 581,682 SH Aug. 8, 2026 Daily
XSVM · Invesco Exchange-Traded Fund Trust 0.91% 88,726 SH Aug. 8, 2026 Daily
EELV · Invesco Exchange-Traded Fund Trust … 0.71% 261,508 SH Aug. 8, 2026 Daily
HOMZ · ETF Series Solutions 0.62% 3,243 NS May 31, 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0.54% 14,195 NS April 30, 2026 N-PORT
PSCF · Invesco Exchange-Traded Fund Trust … 0.45% 1,785 SH Aug. 8, 2026 Daily
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0.41% 11,807 NS May 31, 2026 N-PORT
PXH · Invesco Exchange-Traded Fund Trust … 0.27% 459,957 SH Aug. 8, 2026 Daily
FYX · First Trust Exchange-Traded AlphaDE… 0.26% 45,094 NS April 30, 2026 N-PORT
IAK · iShares Trust 0.24% 19,487 SH Aug. 8, 2026 Daily
IJS · iShares Trust 0.22% 270,788 SH Aug. 8, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.22% 64,564 SH Aug. 8, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.20% 60,238 SH Aug. 8, 2026 Daily
RZV · Invesco Exchange-Traded Fund Trust 0.19% 8,571 SH Aug. 8, 2026 Daily
NUSC · Nushares ETF Trust 0.16% 28,606 NS April 30, 2026 N-PORT
IWN · iShares Trust 0.14% 286,891 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.13% 57,609 NS May 31, 2026 N-PORT
XJR · iShares Trust 0.13% 3,603 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.13% 26,830 SH Aug. 8, 2026 Daily
SMDX · Tidal Trust III 0.13% 2,265 NS April 30, 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0.13% 4,725 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.11% 4,818 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.11% 1,856,111 SH Aug. 8, 2026 Daily
FNDA · SCHWAB STRATEGIC TRUST 0.11% 155,706 NS May 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.11% 2,194 NS April 30, 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.11% 106,432 SH Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.10% 10,967 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.10% 187,268 NS April 30, 2026 N-PORT
SAA · ProShares Trust 0.09% 362 NS May 31, 2026 N-PORT
EBIT · Harbor ETF Trust 0.08% 138 NS April 30, 2026 N-PORT
ESML · iShares Trust 0.08% 35,704 SH Aug. 8, 2026 Daily
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.08% 7,082 NS April 30, 2026 N-PORT
IWM · iShares Trust 0.07% 802,791 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.07% 28,772 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.06% 13,033 NS April 30, 2026 N-PORT
ISCV · iShares Trust 0.06% 6,514 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.06% 176,346 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.05% 55,210 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.05% 1,414 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.05% 97,185 NS April 30, 2026 N-PORT
EEMS · iShares, Inc. 0.04% 82,385 SH Aug. 8, 2026 Daily
SCHA · SCHWAB STRATEGIC TRUST 0.04% 145,340 NS May 31, 2026 N-PORT
TEXN · iShares Trust 0.04% 90 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.04% 5,357 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.03% 1,272 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.03% 1,107 NS May 31, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.03% 8,248 NS April 30, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.02% 1,219 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.02% 1,122 NS May 31, 2026 N-PORT