THFF First Financial Corporation - Common Stock
$81.40
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$51–$84
92% of range
Analyst Rating
BUY
9 analysts
Price Target
$84
+3% upside
P/E (TTM)
12.2
ROE
12.8%
Net Profit Margin
30.2%
About First Financial Corporation - Common Stock Company overview from Wikipedia
First Financial Bank is a regional bank operated by First Financial Corporation and based in Terre Haute, Indiana. It is the oldest national bank in Indiana and the fifth oldest national bank in the United States. First Financial Corporation is Vigo County's only publicly traded company.
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First Financial Bank is a regional bank operated by First Financial Corporation and based in Terre Haute, Indiana. It is the oldest national bank in Indiana and the fifth oldest national bank in the United States. First Financial Corporation is Vigo County's only publicly traded company.
History
The bank was founded in 1834 as a branch of the Second State Bank of Indiana and later became known as Terre Haute First National Bank. In 1983, First Financial Corporation was established as the bank's holding company, and in August 1984 it became Indiana's first multi-bank holding company. After mergers and acquisitions, the various banks affiliated as First Financial Bank in 2003.
For most of its existence, First Financial operated largely in the Indiana and Illinois counties around Terre Haute, but two recent mergers greatly expanded the corporation's footprint into Kentucky.
As a result of the mergers in 2019 and 2021, First Financial Bank now operates banking centers and loan production offices in Indiana, Illinois, Kentucky and Tennessee.
Indiana
In September 2021, First Financial Corporation announced on September 27 that The Morris Plan Company of Terre Haute, long a subsidiary of the company, would be merged into First Financial Bank, effective December 31, 2021.
Illinois
In October 2011, First Financial Corporation announced the pending acquisition of the Pontiac-based PNB Holding Company with its only subsidiary, the Freestar Bank, which has 13 offices in Central Illinois.
In March 2013, First Financial Corp. acquired 9 branch offices in central and southern Illinois from Bank of America.
Kentucky
On July 29, 2019, First Financial Corporation announced completion of its merger with HopFed Bancorp, Inc. (HFBC) and the merger of First Financial Bank with HFBC's wholly owned subsidiary, Heritage Bank USA, based in Hopkinsville.
In August 2021, First Financial Bank announced that it was acquiring Hancock Bank & Trust, a longtime community bank based in Hawesville. The deal, which added branch locations in Hawesville, Lewisport, Madisonville, Cloverport and Bowling Green in Kentucky to the First Financial portfolio, was valued at $31.3 million ($18.38/share).
Services
The company offers cash management services, lease financing, debit cards, online banking, and other electronically accessed banking services. First Financial Bank also provides various services, including investment advisory and wealth management, investment and brokerage, and investment consulting.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
THFF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$81.40
Market Cap
$967M
P/E (TTM)
12.2
EPS (TTM)
$6.68
Revenue (TTM)
—
Div Yield
2.5%
ROE
12.8%
Debt/Equity
—
52W Range
$51 – $84
THFF Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
$6.68
2020-12-31
→
2025-12-31
Free Cash Flow
$86M
2017-12-31
→
2025-12-31
Margins
30.2%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
THFF
Peer Median
P/E (TTM)
12.2
13.0
P/S (TTM)
3.7
2.5
P/B
1.5
1.1
Price / FCF
11.2
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
THFF
Peer Median
Net Profit Margin
30.2%
30.4%
ROA
1.4%
1.0%
ROE
12.8%
9.2%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
THFF
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
THFF
Peer Median
Revenue YoY
20.2%
—
Revenue CAGR 3Y
7.3%
—
Revenue CAGR 5Y
6.8%
—
EPS YoY
67.0%
—
Net Income YoY
67.5%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
THFF
Peer Median
Payout Ratio
30.5%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
2.5%
Payout Ratio
30.5%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| July 1, 2026 | $0.5600 |
| April 1, 2026 | $0.5600 |
| Jan. 2, 2026 | $0.5600 |
| Oct. 1, 2025 | $0.5100 |
| July 1, 2025 | $0.5100 |
| April 1, 2025 | $0.5100 |
| Jan. 3, 2025 | $0.5100 |
| Oct. 1, 2024 | $0.4500 |
| July 1, 2024 | $0.4500 |
| March 28, 2024 | $0.4500 |
| Dec. 29, 2023 | $0.4500 |
| June 15, 2023 | $0.5400 |
| Jan. 5, 2023 | $0.7400 |
| June 16, 2022 | $0.5400 |
| Jan. 6, 2022 | $0.6300 |
| June 16, 2021 | $0.5300 |
| Jan. 7, 2021 | $0.5300 |
| June 12, 2020 | $0.5200 |
| Jan. 7, 2020 | $0.5200 |
| June 14, 2019 | $0.5200 |
THFF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
9 analysts
- Strong Buy 2 22.2%
- Buy 4 44.4%
- Hold 3 33.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
2 analysts · 2026-08-17
Median
$84.00
Now
$81.40
Low
$78.00
High
$90.00
Median target
$84.00
+3.2%
Mean target
$84.00
+3.2%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.11%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.91 | $1.78 | 0.12% |
| March 31, 2026 | $1.67 | $1.67 | 0.00% |
| Dec. 31, 2025 | $1.81 | $1.75 | 0.06% |
| Sept. 30, 2025 | $1.75 | $1.62 | 0.13% |
| June 30, 2025 | $1.57 | $1.44 | 0.13% |
| March 31, 2025 | $1.55 | $1.32 | 0.23% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| THFF | $718M | 9.0 | 20.2% | 30.2% | 12.8% | — |
| TRST | $745M | 12.7 | 9.4% | 32.5% | 8.9% | — |
| SBSI | — | 13.3 | -8.1% | 29.2% | 8.4% | — |
| CPF | $822M | 10.9 | 33.8% | 149.5% | 13.3% | — |
| MPB | $715M | 12.2 | 26.1% | 24.9% | 7.1% | — |
| HAFC | $808M | 10.8 | 15.3% | 28.2% | 9.8% | — |
| FMNB | — | 9.2 | 3.9% | — | — | — |
| FCBC | $618M | 12.7 | 0.99% | 29.1% | 9.7% | — |
| NBBK | $907M | 14.8 | 23.0% | 23.5% | 6.3% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $61M | $18M | $9M | $14M | $17M | $10M | $6M | $4M | $4M | $6M | |
| Interest Income | $306M | $265M | $228M | $183M | $152M | $160M | $149M | $126M | $114M | $109M | $109M | $113M | |
| Pretax Income | $99M | $57M | $72M | $88M | $66M | $66M | $61M | $58M | $50M | $58M | $41M | $48M | |
| Income Tax | $20M | $10M | $12M | $17M | $13M | $12M | $12M | $11M | $21M | $20M | $10M | $14M | |
| Net Income | $79M | $47M | $61M | $71M | $53M | $54M | $49M | $47M | $29M | $38M | $30M | $34M | |
| EPS (Basic) | $6.68 | $4.00 | $5.08 | $5.82 | $4.02 | $3.93 | · | · | · | · | · | · | |
| EPS (Diluted) | $6.68 | $4.00 | $5.08 | $5.82 | $4.02 | $3.93 | · | · | · | · | · | · | |
| Shares (Basic) | 11,852,000 | 11,812,000 | 11,937,000 | 12,211,000 | 13,190,000 | 13,716,000 | · | · | · | · | · | · | |
| Shares (Diluted) | 11,852,000 | 11,812,000 | 11,937,000 | 12,211,000 | 13,190,000 | 13,716,000 | · | · | · | · | · | · | |
| EBITDA | $12M | $10M | $7M | $6M | $6M | $6M | $5M | $4M | $4M | $5M | $5M | $6M |
Balance Sheet 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $74M | $74M | $75M | $89M | $78M | |
| PP&E (Net) | $79M | $82M | $67M | $66M | $70M | $62M | $63M | $47M | $48M | $49M | $51M | $52M | |
| PP&E (Gross) | $146M | $147M | $138M | $135M | $137M | $126M | $124M | $113M | $114M | $113M | $114M | $112M | |
| Accum. Depreciation | $68M | $65M | $70M | $69M | $68M | $64M | $61M | $66M | $66M | $63M | $63M | $60M | |
| Goodwill | $98M | $100M | $87M | $87M | $86M | $79M | $79M | $34M | $34M | $34M | $39M | $39M | |
| Intangibles | $16M | $22M | $6M | $7M | $8M | $9M | $11M | $1M | $2M | $2M | $3M | $4M | |
| Total Assets | $5.76B | $5.56B | $4.85B | $4.99B | $5.18B | $4.56B | $4.02B | $3.01B | $3.00B | $2.99B | $2.98B | $3.00B | |
| Short-term Debt | · | · | · | · | $93M | · | · | · | · | · | · | · | |
| Total Liabilities | $5.11B | $5.01B | $4.32B | $4.51B | $4.59B | $3.96B | $3.47B | $2.57B | $2.59B | $2.57B | $2.57B | $2.61B | |
| Long-term Debt | $188M | $28M | $109M | $10M | $16M | $6.0K | $31.0K | $0 | $0 | $132.0K | $13M | $13M | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Retained Earnings | $742M | $687M | $664M | $615M | $559M | $521M | $492M | $457M | $420M | $422M | $396M | $378M | |
| Treasury Stock | $154M | $154M | $155M | $145M | $118M | $77M | $69M | $69M | $69M | $70M | $51M | $43M | |
| AOCI | $-87M | $-132M | $-127M | $-140M | $-2M | $10M | $-8M | $-23M | $-15M | $-14M | $-9M | $-15M | |
| Stockholders' Equity | $651M | $549M | $528M | $475M | $583M | $597M | $547M | $443M | $414M | $414M | $410M | $394M | |
| Liabilities + Equity | $5.76B | $5.56B | $4.85B | $4.99B | $5.18B | $4.56B | $4.02B | $3.01B | $3.00B | $2.99B | $2.98B | $3.00B | |
| Shares Outstanding | 11,880,759 | 11,842,539 | 11,795,024 | 12,051,964 | 12,629,893 | 13,558,511 | 13,741,825 | 12,278,295 | 12,246,464 | 12,216,712 | 12,740,018 | 12,942,175 |
Cash Flow 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $12M | $10M | $7M | $6M | $6M | $6M | $5M | $4M | $4M | $5M | $5M | $6M | |
| Stock-based Comp | · | · | · | · | $807.0K | $820.0K | $801.0K | $745.0K | $706.0K | $684.0K | $684.0K | $1M | |
| Deferred Tax | $-786.0K | $3M | $-472.0K | $-3M | $-2M | $-4M | $-3M | $-2M | $-4M | $-2M | $-924.0K | $3M | |
| Amort. of Intangibles | $5M | $4M | $1M | $1M | $2M | $2M | $923.0K | $433.0K | $480.0K | $630.0K | $830.0K | $1M | |
| Other Non-cash | $-237.0K | $-135.0K | $19M | $5M | $-3M | $20M | $-2M | $8M | $20M | $-1M | $6M | $14M | |
| Operating Cash Flow | $90M | $60M | $86M | $79M | $55M | $77M | $50M | $57M | $50M | $41M | $41M | $58M | |
| CapEx | $4M | $6M | $7M | $1M | $4M | $4M | $1M | $2M | $3M | $3M | $3M | $5M | |
| Investing Cash Flow | $-126M | $-66M | $-22M | $-434M | $-312M | $-16M | $-33M | $-34M | $-27M | · | · | · | |
| Stock Repurchased | $795.0K | $376.0K | $12M | $28M | $42M | $9M | $315.0K | $391.0K | $503.0K | $19M | $9M | $15M | |
| Net Stock Activity | $-795.0K | $-376.0K | $-12M | $-28M | $-42M | $-9M | $-315.0K | $-391.0K | $-503.0K | $-19M | $-9M | $-15M | |
| Dividends Paid | $24M | $21M | $15M | $14M | $14M | $14M | $13M | $12M | $31M | $12M | $13M | $13M | |
| Financing Cash Flow | $73M | $23M | $-210M | $-111M | $288M | $469M | $36M | $-23M | $-24M | · | · | · | |
| Net Change in Cash | $37M | $17M | $-146M | $-466M | $31M | $530M | $53M | $281.0K | $-905.0K | · | · | · | |
| Taxes Paid | $13M | $10M | $11M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $86M | $54M | $80M | $77M | $51M | $74M | $49M | $55M | $47M | $38M | $38M | $53M | |
| Levered FCF | · | · | $28M | $63M | $44M | $62M | $35M | $48M | $43M | $35M | $35M | $49M |
Profitability 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 30.2% | 21.7% | 28.9% | 33.6% | 28.6% | 28.5% | 28.7% | 30.1% | 20.3% | 25.3% | 21.0% | 22.7% | |
| Pretax Margin | 37.7% | 26.2% | 34.5% | 41.4% | 35.4% | 34.7% | 35.9% | 37.3% | 34.6% | 38.4% | 28.2% | 32.3% | |
| EBITDA Margin | 4.7% | 4.6% | 3.1% | 2.9% | 3.3% | 3.2% | 2.8% | 2.7% | 3.1% | 3.3% | 3.8% | 4.0% | |
| ROA | 1.4% | 0.91% | 1.2% | 1.4% | 1.1% | 1.2% | 1.4% | 1.6% | 0.97% | 1.3% | 1.0% | 1.1% | |
| ROE | 12.8% | 8.5% | 12.2% | 15.6% | 9.0% | 8.9% | 8.8% | 10.7% | 6.8% | 9.2% | 7.4% | 8.5% |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.0 | 0.0 |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 20.2% | 3.7% | -0.85% | 14.2% | -1.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.3% | 5.5% | 3.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 67.0% | -21.3% | -12.7% | 44.8% | 2.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 4.7% | -0.17% | 8.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 67.5% | -22.1% | -14.7% | 34.2% | -1.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 3.7% | -3.7% | 4.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 11.1% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $262M | $218M | $210M | $212M | $185M | $189M | $170M | $155M | $144M | $152M | $144M | $149M | |
| Net Income TTM | $79M | $47M | $61M | $71M | $53M | $54M | $49M | $47M | $29M | $38M | $30M | $34M | |
| Market Cap | $718M | $547M | $508M | $555M | $572M | $527M | $628M | $493M | $555M | $645M | $433M | $461M | |
| P/E | 9.0 | 11.5 | 8.5 | 7.9 | 11.3 | 9.9 | · | · | · | · | · | · | |
| P/S | 2.7 | 2.5 | 2.4 | 2.6 | 3.1 | 2.8 | 3.7 | 3.2 | 3.9 | 4.2 | 3.0 | 3.1 | |
| P/B | 1.1 | 1.0 | 1.0 | 1.2 | 1.0 | 0.9 | 1.1 | 1.1 | 1.3 | 1.6 | 1.1 | 1.2 | |
| P / Tangible Book | 1.3 | 1.3 | 1.2 | 1.5 | 1.2 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 7.9 | 9.1 | 5.9 | 7.0 | 10.4 | 6.8 | 12.6 | 8.6 | 11.1 | 15.7 | 10.5 | 8.0 | |
| P / FCF | 8.3 | 10.1 | 6.4 | 7.2 | 11.2 | 7.2 | 12.9 | 8.9 | 11.8 | 16.9 | 11.4 | 8.8 | |
| Dividend Yield | 3.4% | 3.9% | 3.0% | 2.6% | 2.5% | 2.7% | 2.0% | 2.5% | 5.5% | 1.9% | 2.9% | 2.8% | |
| Earnings Yield | 11.1% | 8.7% | 11.8% | 12.6% | 8.9% | 10.1% | · | · | · | · | · | · | |
| Payout Ratio | 30.5% | 45.0% | 25.4% | 20.3% | 26.8% | 26.5% | 25.9% | 26.8% | 104.9% | 32.2% | 41.8% | 38.3% | |
| Annual Payout | $24M | $21M | $15M | $14M | $14M | $14M | $13M | $12M | $31M | $12M | $13M | $13M |
Income Statement 10
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $20M | · | $18M | $14M | $10M | · | $5M | |
| Interest Income | $84M | $78M | $82M | $77M | $74M | $73M | $73M | $72M | $61M | $59M | $59M | $59M | $56M | $55M | $52M | $48M | |
| Pretax Income | $28M | $25M | $26M | $26M | $23M | $24M | $20M | $10M | $14M | $13M | $14M | $19M | $19M | $20M | $19M | $23M | |
| Income Tax | $5M | $5M | $5M | $5M | $4M | $5M | $4M | $2M | $2M | $2M | $2M | $3M | $4M | $4M | $2M | $5M | |
| Net Income | $23M | $20M | $21M | $21M | $19M | $18M | $16M | $9M | $11M | $11M | $12M | $16M | $16M | $16M | $17M | $18M | |
| EPS (Basic) | $1.91 | $1.67 | $1.81 | $1.75 | $1.57 | $1.55 | $1.37 | $0.74 | $0.96 | $0.93 | $1.05 | $1.37 | $1.33 | $1.33 | $1.38 | $1.50 | |
| EPS (Diluted) | $1.91 | $1.67 | $1.81 | $1.75 | $1.57 | $1.55 | $1.37 | $0.74 | $0.96 | $0.93 | $1.05 | $1.37 | $1.33 | $1.33 | $1.38 | $1.50 | |
| Shares (Basic) | 11,892,000 | 11,885,000 | -23,692,000 | 11,851,000 | 11,851,000 | 11,842,000 | -23,613,000 | 11,808,000 | 11,814,000 | 11,803,000 | -24,044,000 | 11,901,000 | 12,022,000 | 12,058,000 | -24,604,000 | 12,029,000 | |
| Shares (Diluted) | 3,000 | 11,885,000 | -23,692,000 | 11,851,000 | 11,851,000 | 11,842,000 | -23,613,000 | 11,808,000 | 11,814,000 | 11,803,000 | -24,044,000 | 11,901,000 | 12,022,000 | 12,058,000 | -24,604,000 | 12,029,000 | |
| EBITDA | · | $3M | · | · | · | $3M | · | · | · | $2M | · | · | · | $2M | · | · |
Balance Sheet 17
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $88M | $89M | $79M | $79M | $80M | $80M | $82M | $82M | $66M | $67M | · | $67M | $67M | $68M | · | $68M | |
| PP&E (Gross) | · | · | $146M | · | · | · | $147M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $68M | · | · | · | $65M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $98M | $98M | $98M | $98M | $98M | $100M | $100M | $97M | $87M | $87M | $87M | $87M | $87M | $87M | $87M | $87M | |
| Intangibles | $19M | $20M | $16M | $17M | $19M | $20M | $22M | $23M | $5M | $5M | · | $6M | $6M | $6M | · | $7M | |
| Total Assets | $6.18B | $6.13B | $5.76B | $5.67B | $5.60B | $5.55B | $5.56B | $5.48B | $4.89B | $4.85B | · | $4.78B | $4.88B | $4.87B | · | $5.01B | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $89M | |
| Total Liabilities | $5.50B | $5.47B | $5.11B | $5.05B | $5.02B | $4.98B | $5.01B | $4.92B | $4.36B | $4.33B | · | $4.31B | $4.38B | $4.36B | · | $4.57B | |
| Long-term Debt | $291M | $209M | $188M | $170M | $123M | $125M | · | $30M | $109M | $59M | · | $85M | $135M | · | · | · | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $89M | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Retained Earnings | $771M | $755M | $742M | $727M | $712M | $700M | $687M | $677M | $674M | $668M | · | $657M | $640M | $631M | · | $607M | |
| Treasury Stock | $154M | $154M | $154M | $155M | $155M | $155M | $154M | $155M | $155M | $155M | · | $156M | $148M | $145M | · | $146M | |
| AOCI | $-91M | $-95M | $-87M | $-99M | $-118M | $-121M | $-132M | $-103M | $-135M | $-138M | · | $-176M | $-141M | $-126M | $-140M | $-167M | |
| Stockholders' Equity | $676M | $655M | $651M | $622M | $588M | $572M | $549M | $566M | $531M | $521M | $528M | $470M | $497M | $505M | $475M | $439M | |
| Liabilities + Equity | $6.18B | $6.13B | $5.76B | $5.67B | $5.60B | $5.55B | $5.56B | $5.48B | $4.89B | $4.85B | · | $4.78B | $4.88B | $4.87B | · | $5.01B | |
| Shares Outstanding | 11,891,896 | 11,891,896 | 11,880,759 | 11,850,645 | 11,850,645 | 11,850,645 | 11,842,539 | 11,808,304 | 11,814,093 | 11,814,093 | · | 11,754,528 | 11,982,985 | 12,065,888 | · | 12,021,998 |
Cash Flow 12
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | |
| Other Non-cash | · | $-17.0K | · | · | · | $-606.0K | · | · | · | $-143.0K | · | · | · | $6M | · | · | |
| Operating Cash Flow | $18M | $23M | $30M | $27M | $13M | $21M | $16M | $23M | $9M | $12M | $20M | $28M | $14M | $24M | $26M | $20M | |
| CapEx | $1M | $687.0K | $1M | $1M | $1M | $566.0K | $1M | $4M | $338.0K | $964.0K | $1M | $2M | $321.0K | $3M | $-780.0K | $294.0K | |
| Investing Cash Flow | $-46M | $-70M | $-44M | $-64M | $-28M | $10M | $-96M | $55M | $-24M | $-1M | $-25M | $41M | $-24M | $-14M | $-81M | $-126M | |
| Stock Repurchased | $0 | $332.0K | $0 | $0 | $0 | $795.0K | $0 | $0 | $0 | $376.0K | $0 | $8M | $3M | $382.0K | $0 | $417.0K | |
| Net Stock Activity | · | $-332.0K | · | · | · | $-795.0K | · | · | · | $-376.0K | · | · | · | $-382.0K | · | · | |
| Dividends Paid | $7M | $7M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $0 | $0 | $6M | $9M | $0 | $0 | |
| Financing Cash Flow | $28M | $14M | $57M | $27M | $26M | $-38M | $97M | $-76M | $21M | $-19M | $8M | $-77M | $9M | $-150M | $-57M | $23M | |
| Net Change in Cash | $-254.0K | $-33M | $43M | $-10M | $11M | $-7M | $16M | $2M | $6M | $-8M | $2M | $-7M | $-526.0K | $-140M | $-111M | $-82M | |
| Free Cash Flow | · | $22M | · | · | · | $20M | · | · | · | $11M | · | · | · | $21M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-6M | · | · | · | $12M | · | · |
Profitability 5
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 31.6% | 29.1% | · | 31.6% | 29.5% | 29.5% | · | 15.0% | 23.1% | 22.6% | · | 30.9% | 30.4% | 29.8% | · | 32.7% | |
| Pretax Margin | 39.0% | 36.3% | · | 39.2% | 36.2% | 38.0% | · | 17.9% | 27.6% | 27.2% | · | 36.6% | 37.0% | 36.5% | · | 41.1% | |
| EBITDA Margin | · | 4.2% | · | · | · | 5.2% | · | · | · | 3.4% | · | · | · | 2.9% | · | · | |
| ROA | 0.39% | 0.34% | · | 0.37% | 0.35% | 0.35% | · | 0.17% | 0.23% | 0.22% | · | 0.33% | 0.32% | 0.32% | · | 0.37% | |
| ROE | 3.6% | 3.2% | · | 3.5% | 3.3% | 3.4% | · | 1.7% | 2.2% | 2.1% | · | 3.6% | 3.3% | 3.1% | · | 3.5% |
Liquidity & Solvency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.2 |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valuation (TTM) 11
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $269M | $259M | · | $250M | $233M | $218M | · | $209M | $203M | $207M | · | $214M | $212M | $211M | · | $205M | |
| Net Income TTM | $82M | $78M | · | $66M | $57M | $49M | · | $47M | $55M | $59M | · | $66M | $66M | $71M | · | $71M | |
| Market Cap | $921M | $752M | · | $669M | $642M | $580M | · | $518M | $436M | $453M | · | $397M | $389M | $452M | · | $543M | |
| P/E | 11.8 | 9.7 | · | 10.1 | 11.2 | 11.7 | · | 11.0 | 8.0 | 7.7 | · | 6.1 | 6.0 | 6.5 | · | 8.0 | |
| P/S | 3.4 | 2.9 | · | 2.7 | 2.8 | 2.7 | · | 2.5 | 2.1 | 2.2 | · | 1.9 | 1.8 | 2.1 | · | 2.7 | |
| P/B | 1.4 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 0.9 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 1.2 | |
| P / Tangible Book | 1.6 | 1.4 | · | 1.3 | 1.4 | 1.3 | · | 1.2 | 1.0 | 1.1 | · | 1.1 | 1.0 | 1.1 | · | 1.6 | |
| P / Cash Flow | · | 33.2 | · | · | · | 27.6 | · | · | · | 36.4 | · | · | · | 19.0 | · | · | |
| P / FCF | · | 34.3 | · | · | · | 28.3 | · | · | · | 39.5 | · | · | · | 22.1 | · | · | |
| Earnings Yield | 8.5% | 10.3% | · | 9.9% | 8.9% | 8.5% | · | 9.1% | 12.4% | 12.9% | · | 16.4% | 16.7% | 15.4% | · | 12.6% | |
| Payout Ratio | · | 33.6% | · | · | · | 32.8% | · | · | · | 48.5% | · | · | · | 55.8% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Net Income | $79M | $47M | $61M | $71M | $53M |
| Diluted EPS | $6.68 | $4.00 | $5.08 | $5.82 | $4.02 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $86M | $54M | $80M | $77M | $51M |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
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Institutional owners (13F) 212 filers · $508.9M 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 |
|---|---|---|---|---|
| 34 (+7 vs prior Q) | 21 (+6 vs prior Q) | 66 (-6 vs prior Q) | 59 (+9 vs prior Q) | +975K |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $53,009,771 | 684,527 | 10.42% | Shares |
| FIRST FINANCIAL CORP /IN/ | $48,220,184 | 622,678 | 9.48% | Shares |
| STATE STREET CORP | $40,275,228 | 520,083 | 7.91% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $37,914,779 | 489,602 | 7.45% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36,804,909 | 475,270 | 7.23% | Shares |
| AMERICAN CENTURY COMPANIES INC | $31,723,838 | 409,657 | 6.23% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $22,885,688 | 295,528 | 4.50% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $20,678,238 | 266,938 | 4.06% | Shares |
| Allspring Global Investments Holdings, LLC | $12,596,855 | 162,666 | 2.48% | Shares |
| JPMORGAN CHASE & CO | $11,487,283 | 148,032 | 2.26% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $8,632,314 | 111,471 | 1.70% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7,813,386 | 100,896 | 1.54% | Shares |
| BlackRock, Inc. | $7,248,384 | 93,600 | 1.42% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $7,192,085 | 92,873 | 1.41% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $6,606,716 | 85,314 | 1.30% | Shares |
| TWO SIGMA INVESTMENTS, LP | $6,562,575 | 84,744 | 1.29% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $6,187,456 | 79,900 | 1.22% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $6,007,098 | 77,571 | 1.18% | Shares |
| GOLDMAN SACHS GROUP INC | $5,984,796 | 77,283 | 1.18% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5,684,406 | 73,404 | 1.12% | Shares |
| RITHOLTZ WEALTH MANAGEMENT | $4,831,593 | 62,391 | 0.95% | Shares |
| Empowered Funds, LLC | $4,730,734 | 61,534 | 0.93% | Shares |
| Bank of New York Mellon Corp | $4,518,624 | 58,350 | 0.89% | Shares |
| FIRST TRUST ADVISORS LP | $4,374,972 | 56,495 | 0.86% | Shares |
| DEAN INVESTMENT ASSOCIATES, LLC | $3,554,651 | 45,902 | 0.70% | Shares |
| BARCLAYS PLC | $3,192,774 | 41,229 | 0.63% | Shares |
| UBS Group AG | $3,186,191 | 41,144 | 0.63% | Shares |
| MARTINGALE ASSET MANAGEMENT L P | $3,098,530 | 40,012 | 0.61% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2,941,094 | 37,979 | 0.58% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $2,910,815 | 37,588 | 0.57% | Shares |
| Knights of Columbus Asset Advisors LLC | $2,893,236 | 37,361 | 0.57% | Shares |
| Foundry Partners, LLC | $2,801,411 | 57,195 | 0.55% | Shares |
| Quantinno Capital Management LP | $2,689,386 | 34,728 | 0.53% | Shares |
| Fisher Asset Management, LLC | $2,656,888 | 34,309 | 0.52% | Shares |
| Dean Capital Management | $2,581,850 | 33,340 | 0.51% | Shares |
| CITADEL ADVISORS LLC | $2,303,066 | 29,740 | 0.45% | Shares |
| Marks Group Wealth Management, Inc | $1,834,089 | 23,684 | 0.36% | Shares |
| HSBC HOLDINGS PLC | $1,832,002 | 23,654 | 0.36% | Shares |
| Swiss National Bank | $1,759,901 | 22,726 | 0.35% | Shares |
| Valeo Financial Advisors, LLC | $1,725,092 | 22,277 | 0.34% | Shares |
| AMERIPRISE FINANCIAL INC | $1,684,010 | 21,746 | 0.33% | Shares |
| HoldCo Asset Management, LP | $1,562,042 | 20,171 | 0.31% | Shares |
| HBK Sorce Advisory LLC | $1,521,169 | 18,472 | 0.30% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,507,214 | 19,463 | 0.30% | Shares |
| RHUMBLINE ADVISERS | $1,456,328 | 18,806 | 0.29% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1,446,967 | 18,685 | 0.28% | Shares |
| Pacific Ridge Capital Partners, LLC | $1,440,694 | 18,604 | 0.28% | Shares |
| PRUDENTIAL FINANCIAL INC | $1,438,758 | 18,579 | 0.28% | Shares |
| Legato Capital Management LLC | $1,346,294 | 17,385 | 0.26% | Shares |
| Integrated Quantitative Investments LLC | $1,274,353 | 16,456 | 0.25% | Shares |
| KLP KAPITALFORVALTNING AS | $1,184,832 | 15,300 | 0.23% | Shares |
| GREAT LAKES ADVISORS, LLC | $1,163,149 | 15,020 | 0.23% | Shares |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1,140,613 | 14,729 | 0.22% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $1,113,974 | 14,385 | 0.22% | Shares |
| BAILARD, INC. | $1,076,648 | 13,903 | 0.21% | Shares |
| VIRTUS ADVISERS, LLC | $1,064,180 | 13,742 | 0.21% | Shares |
| OLD NATIONAL BANCORP /IN/ | $1,060,385 | 13,693 | 0.21% | Shares |
| IEQ CAPITAL, LLC | $1,060,154 | 13,690 | 0.21% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $1,023,912 | 13,222 | 0.20% | Shares |
| ALLIANCEBERNSTEIN L.P. | $1,018,152 | 16,110 | 0.20% | Shares |
| XTX Topco Ltd | $883,590 | 11,410 | 0.17% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $879,796 | 11,361 | 0.17% | Shares |
| CWM, LLC | $878,670 | 13,903 | 0.17% | Shares |
| CVFG LLC | $874,685 | 11,295 | 0.17% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $851,840 | 11,000 | 0.17% | Shares |
| DEUTSCHE BANK AG\ | $838,056 | 10,822 | 0.16% | Shares |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $822,485 | 13,014 | 0.16% | Shares |
| Quadrature Capital Ltd | $797,864 | 10,303 | 0.16% | Shares |
| STRS OHIO | $797,632 | 10,300 | 0.16% | Shares |
| Mirae Asset Global Investments Co., Ltd. | $769,521 | 9,937 | 0.15% | Shares |
| FMR LLC | $736,764 | 9,514 | 0.14% | Shares |
| DONALDSON CAPITAL MANAGEMENT, LLC | $736,145 | 9,506 | 0.14% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $709,041 | 9,156 | 0.14% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $698,806 | 9,290 | 0.14% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $696,108 | 8,989 | 0.14% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $681,802 | 10,788 | 0.13% | Shares |
| ALPS ADVISORS INC | $635,860 | 8,211 | 0.12% | Shares |
| Pinnacle Holdings, LLC | $629,449 | 8,128 | 0.12% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $615,106 | 7,943 | 0.12% | Shares |
| Caprock Group, LLC | $608,330 | 7,855 | 0.12% | Shares |
| Engineers Gate Manager LP | $599,076 | 7,736 | 0.12% | Shares |
| FRANKLIN RESOURCES INC | $598,534 | 7,729 | 0.12% | Shares |
| Orion Porfolio Solutions, LLC | $578,563 | 7,471 | 0.11% | Shares |
| Vanguard Global Advisers, LLC | $560,511 | 7,238 | 0.11% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $550,986 | 7,115 | 0.11% | Shares |
| BLAIR WILLIAM & CO/IL | $549,901 | 7,101 | 0.11% | Shares |
| QUADRANT CAPITAL GROUP LLC | $548,817 | 7,087 | 0.11% | Shares |
| BURNEY CO/ | $545,565 | 7,045 | 0.11% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $530,336 | 6,848 | 0.10% | Shares |
| MetLife Investment Management, LLC | $525,740 | 6,789 | 0.10% | Shares |
| Sequoia Financial Advisors, LLC | $523,108 | 6,755 | 0.10% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $494,222 | 6,382 | 0.10% | Shares |
| Rafferty Asset Management, LLC | $482,451 | 6,230 | 0.09% | Shares |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $458,570 | 5,922 | 0.09% | Shares |
| OSAIC HOLDINGS, INC. | $448,918 | 5,797 | 0.09% | Shares |
| VANGUARD GROUP INC | $437,320 | 7,238 | 0.09% | Shares |
| Brandywine Global Investment Management, LLC | $430,795 | 7,130 | 0.08% | Shares |
| Eddie Patel Inc | $428,393 | 5,532 | 0.08% | Shares |
| NewEdge Advisors, LLC | $426,230 | 5,504 | 0.08% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $412,368 | 5,325 | 0.08% | Shares |
Company insiders 24 insiders · 7 officers · 20 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Rodger Allen Mchargue | Chief Financial Officer | Feb. 8, 2022 A | 25,621 | 0 | 0 | $0 |
| Norman L Lowery | President & C.E.O. | Feb. 8, 2022 A | 116,919 | 0 | 0 | $0 |
| Steven Harold Holliday | Chief Credit Officer | Feb. 8, 2022 A | 18,680 | 0 | 0 | $0 |
| Norman D Lowery | Chief Operations Officer | Feb. 8, 2022 A | 42,346 | 0 | 0 | $0 |
| Karen Lee Stinson-Milienu | Branch Administrator | April 21, 2021 A | 11,376 | 0 | 0 | $0 |
| Donald E Smith | Chairman | Feb. 5, 2013 A | 208,397 | 0 | 0 | $0 |
| Thomas S Clary | Chief Credit Officer | Feb. 3, 2012 A | 4,579 | 0 | 0 | $0 |
| James O Mcdonald | Director | July 16, 2026 P | 11,841 | 1 | 0 | $6,300 |
| Mark Jason Blade Sr | Director | Aug. 16, 2022 P | 870 | 0 | 0 | $0 |
| Susan M Jensen | Director | July 28, 2022 P | 680 | 0 | 0 | $0 |
| Michael A Carty | Director | Feb. 15, 2022 P | 273 | 0 | 0 | $0 |
| William Curtis Brighton | Director | Jan. 19, 2022 J | 18,000 | 0 | 0 | $0 |
| William J Voges | Director | Dec. 8, 2021 J | 21,203 | 0 | 0 | $0 |
| William Randolph Krieble | Director | March 23, 2020 P | 5,285 | 0 | 0 | $0 |
| Tina Jane Maher | Director | March 19, 2020 P | 21,500 | 0 | 0 | $0 |
| Gregory L Gibson | Director | March 19, 2020 P | 104,238 | 0 | 0 | $0 |
| Thomas Craig Martin | Director | March 10, 2020 P | 4,990 | 0 | 0 | $0 |
| Thomas T Dinkel | Director | March 2, 2020 P | 18,118 | 0 | 0 | $0 |
| Virginia L Smith | Director | Feb. 14, 2017 P | 2,571 | 0 | 0 | $0 |
| Anton H George | Director | Feb. 11, 2016 P | 3,868 | 0 | 0 | $0 |
| Ronald K. Rich | Director | Aug. 29, 2013 P | 4,050 | 0 | 0 | $0 |
| Guille B Cox JR | Director | Dec. 13, 2012 G | — | 0 | 0 | $0 |
| Patrick Oleary | Director | March 25, 2008 S | 49,066 | 0 | 0 | $0 |
| William A Niemeyer | Director | April 28, 2005 P | 34,260 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 50 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 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0.47% | 11,990 SH | Aug. 8, 2026 | Daily |
| AFSM · First Trust Exchange-Traded Fund VI… | 0.47% | 6,740 NS | May 31, 2026 | N-PORT |
| OASC · Unified Series Trust | 0.40% | 4,892 NS | May 31, 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.32% | 2,698 NS | April 30, 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0.26% | 8,075 NS | May 31, 2026 | N-PORT |
| IWC · iShares Trust | 0.22% | 39,815 SH | Aug. 8, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.13% | 12,046 SH | Aug. 8, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.10% | 7,231 NS | April 30, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.08% | 322,813 NS | May 31, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.07% | 9,970 NS | May 31, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.07% | 26,554 NS | May 31, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.07% | 5,816 NS | April 30, 2026 | N-PORT |
| IWN · iShares Trust | 0.06% | 109,266 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.06% | 10,117 SH | Aug. 8, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.05% | 5,631 SH | Aug. 8, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.05% | 56,930 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.04% | 75,803 NS | April 30, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 1,256 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.03% | 320,926 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.03% | 67,006 SH | Aug. 8, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.02% | 8,614 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.02% | 4,924 NS | April 30, 2026 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0.02% | 281,853 NS | May 31, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.02% | 536 NS | May 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.02% | 39,152 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.02% | 56,789 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.01% | 419 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 137,724 SH | Aug. 8, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.01% | 18,603 SH | Aug. 8, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.01% | 3,296 NS | April 30, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 718 SH | Aug. 8, 2026 | Daily |
| URTY · ProShares Trust | 0.01% | 424 NS | May 31, 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.01% | 604 NS | May 31, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 585 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 24,552 NS | April 30, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 11 NS | May 31, 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.00% | 338 SH | Aug. 8, 2026 | Daily |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 5,886 NS | May 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1,016 NS | April 30, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 636 NS | April 30, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 22,830 SH | Aug. 8, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.00% | 111 NS | April 30, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 2,622 NS | April 30, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 3,897 NS | April 30, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 2,843 SH | Aug. 8, 2026 | Daily |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 6,687 NS | May 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 1,147 NS | April 30, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 340,610 SH | Aug. 8, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 994 SH | Aug. 8, 2026 | Daily |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.00% | 2 NS | May 31, 2026 | N-PORT |