ZWS Zurn Elkay Water Solutions Corporation Common Stock

NYSE · Building · View on SEC EDGAR ↗
$49.70
Price · Aug 18, 2026
Fundamentals as of Jul 28, 2026

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

Price
$49.70
Market Cap
$8.30B
P/E (TTM)
43.2
EPS (TTM)
$1.15
Revenue (TTM)
$1.70B
Div Yield
0.77%
ROE
12.5%
Debt/Equity
0.3
52W Range
$43 – $55

ZWS 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 $1.70B
10-point trend, -8.4%
2018-03-31 2025-12-31
EPS $1.15
9-point trend, +85.5%
2018-03-31 2025-12-31
Free Cash Flow
3-point trend, +37.0%
2018-03-31 2020-03-31
Margins 11.7%
8-point trend, +23.1%
2018-03-31 2025-12-31

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

Metric
5Y trend
ZWS
Peer Median
P/E (TTM)
5-point trend, +7.7%
43.2
25.9
P/S (TTM)
5-point trend, -8.9%
4.9
3.9
P/B
5-point trend, -86.6%
5.2
3.5
EV / EBITDA
5-point trend, -39.2%
30.5

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

Metric
5Y trend
ZWS
Peer Median
Gross Margin
5-point trend, +10.1%
45.1%
39.9%
Operating Margin
5-point trend, +40.0%
16.4%
Net Profit Margin
5-point trend, -12.0%
11.7%
10.0%
ROA
5-point trend, +37.6%
7.4%
7.5%
ROE
5-point trend, -19.0%
12.5%
12.5%
ROIC
5-point trend, -34.6%
10.0%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
ZWS
Peer Median
Debt / Equity
5-point trend, -92.7%
0.3
Current Ratio
5-point trend, +58.4%
3.1
2.2
Quick Ratio
5-point trend, +86.9%
1.9

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

Metric
5Y trend
ZWS
Peer Median
Revenue YoY
5-point trend, +86.2%
8.3%
Revenue CAGR 3Y
5-point trend, +86.2%
9.8%
Revenue CAGR 5Y
5-point trend, +86.2%
24.7%
EPS YoY
5-point trend, +18.6%
25.0%
Net Income YoY
5-point trend, +63.8%
23.6%

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

Metric
5Y trend
ZWS
Peer Median
EPS (Diluted)
5-point trend, +18.6%
$1.15

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
ZWS
Peer Median
Payout Ratio
5-point trend, +7.2%
32.3%

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

Dividend Yield
0.77%
Payout Ratio
32.3%
5Y Div CAGR
Ex-dateAmount
May 20, 2026$0.1100
Feb. 20, 2026$0.1100
Nov. 20, 2025$0.1100
Aug. 20, 2025$0.0900
May 20, 2025$0.0900
Feb. 20, 2025$0.0900
Nov. 20, 2024$0.0900
Aug. 20, 2024$0.0800
May 17, 2024$0.0800
Feb. 16, 2024$0.0800
Nov. 17, 2023$0.0800
Aug. 17, 2023$0.0700
May 18, 2023$0.0700
Feb. 17, 2023$0.0700
Nov. 17, 2022$0.0700
Aug. 18, 2022$0.0700
May 19, 2022$0.0300
Feb. 17, 2022$0.0300
Nov. 18, 2021$0.0300
Aug. 19, 2021$0.0434

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

BUY 16 analysts
  • Strong Buy 4 25.0%
  • Buy 5 31.2%
  • Hold 7 43.8%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

10 analysts · 2026-08-16
Median target $58.00 +16.7%
Mean target $58.10 +16.9%

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

Avg Surprise
0.03%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.50 $0.48 0.02%
March 31, 2026 $0.41 $0.37 0.04%
Dec. 31, 2025 $0.36 $0.34 0.02%
Sept. 30, 2025 $0.43 $0.40 0.03%
June 30, 2025 $0.42 $0.36 0.06%
March 31, 2025 $0.31 $0.29 0.02%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
ZWS $7.76B 40.4 8.3% 11.7% 12.5% 45.1%
CSL $13.11B 18.7 0.33% 14.8% 37.8%
OC $8.98B -18.0 2.6% -5.2% -11.7% 28.1%
MOD 95.9 23.1% 3.8% 11.6% 23.0%
WMS $9.96B 25.2 5.0% 14.0% 25.2% 38.3%
AOS 17.4 0.32% 14.3% 29.2% 38.8%
SSD $6.66B 19.6 4.5% 14.8% 17.4% 45.9%
AWI $8.20B 27.0 12.1% 19.1% 35.5% 40.6%
BLDR $11.38B 26.4 -7.4% 2.9% 10.2% 30.4%
AAON $6.23B 59.1 20.1% 7.5% 12.4% 26.8%
FBIN $6.16B 20.8 -3.2% 6.7% 12.6%

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

Income Statement 17
Annual Income Statement data for ZWS
Metric Trend 20252024202320222021202020192018201720162015
Revenue 11-point trend, -17.3% $1.70B $1.57B $1.53B $1.28B $911M $563M $2.05B $1.85B $1.71B $1.92B $2.05B
Cost of Revenue 11-point trend, -28.6% $931M $860M $882M $816M $538M $408M $1.27B $1.15B $1.09B $1.26B $1.30B
Gross Profit 11-point trend, +2.5% $765M $707M $648M $466M $373M $338M $785M $706M $626M $665M $746M
R&D Expense 5-point trend, +27.3% · · · · · · $16M $13M $10M $12M $13M
SG&A Expense 11-point trend, +0.6% $418M $390M $371M $309M $239M $206M $433M $394M $356M $386M $415M
Operating Income 11-point trend, +36.9% $279M $245M $191M $107M $107M $108M $306M $266M $203M $174M $204M
Interest Expense 9-point trend, -56.2% · · $38M $27M $35M $46M $70M $75M $88M $91M $88M
Interest Income 4-point trend, +1420.0% $8M $8M $5M $500.0K · · · · · · ·
Other Non-op 11-point trend, +176.4% $6M $-6M $-7M $2M $-700.0K $-2M $-2M $4M $200.0K $3M $-7M
Pretax Income 11-point trend, +136.0% $256M $207M $147M $84M $52M $38M $239M $187M $107M $86M $109M
Income Tax 11-point trend, +280.4% $64M $48M $43M $27M $3M $10M $53M $-20M $16M $17M $17M
Net Income 11-point trend, +136.3% $198M $160M $113M $62M $121M $147M $34M $76M $74M $68M $84M
EPS (Basic) 11-point trend, +42.7% $1.17 $0.93 $0.65 $0.41 $1.00 $1.21 $0.11 $0.51 $0.65 $0.67 $0.82
EPS (Diluted) 11-point trend, +43.7% $1.15 $0.92 $0.64 $0.40 $0.97 $1.19 $0.28 $0.62 $0.64 $0.66 $0.80
Shares (Basic) 11-point trend, +66.1% 168,659,000 171,686,000 174,251,000 151,581,000 121,493,000 120,764,000 104,640,000 103,889,000 102,753,000 100,841,000 101,530,000
Shares (Diluted) 11-point trend, +63.5% 171,258,000 174,659,000 177,259,000 153,837,000 125,114,000 123,452,000 123,329,000 121,984,000 104,784,000 103,310,000 104,727,000
EBITDA 10-point trend, -11.7% $279M $245M $191M $107M $107M · $394M $237M $289M $290M $316M
Balance Sheet 28
Annual Balance Sheet data for ZWS
Metric Trend 20252024202320222021202020192018201720162015
Cash & Equivalents 11-point trend, -18.8% $300M $198M $137M $125M $97M $62M $292M $193M $490M $485M $370M
Receivables 11-point trend, -45.0% $185M $202M $210M $220M $144M $104M $334M $315M $323M $318M $336M
Inventory 11-point trend, -25.4% $274M $273M $278M $367M $184M $136M $316M $304M $315M $327M $368M
Other Current Assets 11-point trend, -27.8% $39M $30M $26M $28M $16M $11M $40M $38M $39M $47M $54M
Current Assets 11-point trend, -28.0% $812M $722M $668M $758M $475M $908M $983M $998M $1.18B $1.18B $1.13B
PP&E (Net) 7-point trend, -84.6% · · · · $64M $435M $383M $396M $401M $397M $418M
PP&E (Gross) 5-point trend, -4.2% · · · · · · $696M $729M $751M $746M $727M
Accum. Depreciation 5-point trend, +1.4% · · · · · · $313M $333M $350M $349M $309M
Goodwill 11-point trend, -33.9% $795M $794M $796M $777M $254M $245M $1.30B $1.28B $1.22B $1.19B $1.20B
Intangibles 11-point trend, +42.1% $835M $892M $952M $1.01B $179M $200M $512M $531M $559M $521M $588M
Other Non-current Assets 11-point trend, +104.9% $80M $77M $70M $64M $39M $38M $83M $114M $84M $67M $39M
Total Assets 11-point trend, -21.4% $2.68B $2.65B $2.67B $2.86B $1.08B $3.40B $3.26B $3.42B $3.54B $3.35B $3.41B
Accounts Payable 11-point trend, -72.1% $65M $72M $56M $117M $105M $41M $192M $190M $198M $201M $234M
Current Liabilities 11-point trend, -40.1% $259M $248M $221M $289M $240M $318M $397M $454M $400M $404M $433M
Capital Leases 6-point trend, +213.4% $42M $43M $37M $34M $9M $13M · · · · ·
Deferred Tax 11-point trend, -6.7% $190M $196M $210M $221M $3M $8M $126M $149M $209M $186M $203M
Other Non-current Liabilities 11-point trend, +19.8% $80M $65M $65M $44M $42M $19M $111M $78M $79M $81M $67M
Total Liabilities 11-point trend, -62.3% $1.08B $1.06B $1.06B $1.25B $951M $1.96B $2.03B $2.21B $2.47B $2.77B $2.86B
Long-term Debt 11-point trend, -74.4% $496M $496M $495M $536M $540M $1.12B $1.24B $1.36B $1.62B $1.92B $1.94B
Total Debt 10-point trend, -74.5% $496M $496M $495M $536M $540M · $1.24B $1.36B $1.62B $1.92B $1.95B
Common Stock 11-point trend, +70.0% $2M $2M $2M $2M $1M $1M $1M $1M $1M $1M $1M
Paid-in Capital 11-point trend, +217.2% $2.81B $2.83B $2.85B $2.85B $1.44B $1.39B $1.29B $1.28B $1.26B $856M $886M
Retained Earnings 11-point trend, -473.0% $-1.13B $-1.17B $-1.18B $-1.16B $-1.24B $116M $31M $8M $-56M $-130M $-198M
Treasury Stock 2-point trend, -100.0% · · · · · · · · · $0 $6M
AOCI 11-point trend, +41.1% $-77M $-74M $-68M $-75M $-75M $-74M $-97M $-74M $-137M $-139M $-130M
Stockholders' Equity 11-point trend, +190.0% $1.60B $1.59B $1.60B $1.61B $126M $1.44B $1.23B $1.21B $1.07B $589M $553M
Liabilities + Equity 11-point trend, -21.4% $2.68B $2.65B $2.67B $2.86B $1.08B $3.40B $3.26B $3.42B $3.54B $3.35B $3.41B
Shares Outstanding 11-point trend, +62.6% 166,981,602 170,308,023 172,262,163 176,876,406 125,720,068 119,549,735 104,842,299 104,179,037 103,600,540 101,435,762 102,681,964
Cash Flow 20
Annual Cash Flow data for ZWS
Metric Trend 20252024202320222021202020192018201720162015
D&A 5-point trend, -21.7% · · · · · · $88M $80M $96M $115M $112M
Stock-based Comp 11-point trend, +534.4% $41M $38M $40M $25M $51M $45M $23M $20M $13M $8M $6M
Deferred Tax 10-point trend, +76.3% $-5M $-13M $-6M $3M $-8M · $-32M $-77M $-22M $-26M $-21M
Amort. of Intangibles 11-point trend, +6.5% $59M $59M $59M $34M $24M $22M $34M $32M $41M $57M $55M
Restructuring 11-point trend, -25.6% $10M $14M $15M $15M $4M $2M $12M $14M $26M $35M $13M
Other Non-cash 5-point trend, +126.2% · · · · · · $145M $118M $29M $54M $64M
Operating Cash Flow 11-point trend, +40.9% $346M $294M $254M $97M $224M $320M $258M $228M $195M $219M $246M
CapEx 5-point trend, -12.9% · · · · · · $42M $38M $51M $52M $49M
Investing Cash Flow 11-point trend, +83.1% $-30M $-20M $-5M $-7M $-22M $-197M $-53M $-209M $-264M $-45M $-177M
Debt Issued · · · · · · · · · · $100.0K
Net Debt Issued 10-point trend, +95.9% $-800.0K $-800.0K $-78M $-108M $-1.13B · $-369M $-1.79B $-1.89B $-20M $-20M
Stock Issued Flat — no change across 2 periods · · · · · · · · · $0 $0
Stock Repurchased 11-point trend, +159900000.00 $160M $150M $125M $25M $900.0K $140M $0 $0 $0 $40M $0
Net Stock Activity 9-point trend, -159900000.00 $-160M $-150M $-125M $-25M $-900.0K · · $0 $0 $-40M $0
Dividends Paid 8-point trend, +63900000.00 $64M $57M $50M $32M $36M $39M $0 $0 · · ·
Financing Cash Flow 11-point trend, -1148.9% $-217M $-208M $-239M $-61M $-356M $-156M $-117M $-309M $80M $-56M $-17M
Net Change in Cash 11-point trend, +227.5% $102M $61M $12M $28M $-159M $-21M $75M $-272M $6M $114M $31M
Taxes Paid $63M · · · · · · · · · ·
Free Cash Flow 5-point trend, +9.4% · · · · · · $216M $188M $141M $167M $197M
Levered FCF 5-point trend, +31.4% · · · · · · $161M $86M $60M $94M $123M
Profitability 8
Annual Profitability data for ZWS
Metric Trend 20252024202320222021202020192018201720162015
Gross Margin 10-point trend, +23.9% 45.1% 45.1% 42.4% 36.3% 41.0% · 38.3% 36.6% 34.8% 34.6% 36.4%
Operating Margin 10-point trend, +65.5% 16.4% 15.6% 12.5% 8.4% 11.8% · 14.9% 7.1% 9.6% 9.1% 9.9%
Net Margin 10-point trend, +185.6% 11.7% 10.2% 7.4% 4.8% 13.3% · 1.7% 3.7% 3.9% 3.5% 4.1%
Pretax Margin 10-point trend, +185.1% 15.1% 13.2% 9.6% 6.5% 5.8% · 11.6% 2.7% 4.3% 4.5% 5.3%
EBITDA Margin 10-point trend, +6.7% 16.4% 15.6% 12.5% 8.4% 11.8% · 19.2% 11.5% 15.1% 15.1% 15.4%
ROA 10-point trend, +200.8% 7.4% 6.0% 4.1% 3.1% 5.4% · 1.0% 2.2% 2.1% 2.0% 2.5%
ROE 10-point trend, -16.8% 12.5% 10.1% 7.0% 3.8% 15.4% · 2.8% 6.7% 8.9% 11.9% 15.0%
ROIC 10-point trend, +44.9% 10.0% 9.0% 6.5% 3.4% 15.2% · 9.6% 7.7% 6.2% 5.6% 6.9%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for ZWS
Metric Trend 20252024202320222021202020192018201720162015
Current Ratio 10-point trend, +23.5% 3.1 2.9 3.0 2.6 2.0 · 2.5 2.2 2.9 2.9 2.5
Quick Ratio 10-point trend, +17.8% 1.9 1.6 1.6 1.2 1.0 · 1.6 1.3 2.0 2.0 1.6
Debt / Equity 10-point trend, -91.2% 0.3 0.3 0.3 0.3 4.3 · 1.0 1.1 1.5 3.3 3.5
LT Debt / Equity 10-point trend, -91.1% 0.3 0.3 0.3 0.3 4.2 · 1.0 1.1 1.5 3.2 3.5
Interest Coverage 8-point trend, +114.5% · · 5.0 4.0 3.1 · 4.4 1.9 2.1 1.9 2.3
Efficiency 3
Annual Efficiency data for ZWS
Metric Trend 20252024202320222021202020192018201720162015
Asset Turnover 10-point trend, +5.3% 0.6 0.6 0.6 0.7 0.4 · 0.6 0.6 0.6 0.6 0.6
Inventory Turnover 10-point trend, -5.0% 3.4 3.1 2.7 3.0 3.4 · 4.1 4.0 3.9 3.6 3.6
Receivables Turnover 10-point trend, +50.5% 8.8 7.6 7.1 7.0 7.4 · 6.3 5.9 6.0 5.9 5.8
Per Share 7
Annual Per Share data for ZWS
Metric Trend 20252024202320222021202020192018201720162015
Book Value / Share 8-point trend, -7.1% $9.60 $9.32 $9.30 $9.13 $1.01 · $11.72 $11.64 $10.33 · ·
Revenue / Share 10-point trend, -49.4% $9.90 $8.97 $8.63 $8.33 $7.28 · $16.63 $19.49 $18.31 $18.62 $19.58
Cash Flow / Share 10-point trend, -13.8% $2.02 $1.68 $1.43 $0.63 $1.79 · $2.09 $2.16 $1.86 $2.12 $2.35
Cash / Share 8-point trend, -62.0% $1.80 $1.16 $0.79 $0.71 $0.77 · $2.79 $2.09 $4.73 · ·
Dividend / Share 5-point trend, +26.7% $0 $0 $0 $0 $0 · · · · · ·
Dividend Paid / Share 3-point trend, -3.3% · · $0 $0 $0 · · · · · ·
EPS (TTM) 10-point trend, +43.7% $1.15 $0.92 $0.64 $0.40 $0.97 · $0.28 $0.62 $0.64 $0.66 $0.80
Growth Rates 10
Annual Growth Rates data for ZWS
Metric Trend 20252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -86.7% 8.3% 2.4% 19.4% 40.7% 61.9% · · · · · ·
Revenue CAGR 3Y 3-point trend, -75.3% 9.8% 19.8% 39.6% · · · · · · · ·
Revenue CAGR 5Y 24.7% · · · · · · · · · ·
EPS YoY 5-point trend, +235.2% 25.0% 43.8% 60.0% -58.8% -18.5% · · · · · ·
EPS CAGR 3Y 3-point trend, +325.9% 42.2% -1.8% -18.7% · · · · · · · ·
EPS CAGR 5Y -0.68% · · · · · · · · · ·
Net Income YoY 5-point trend, +234.2% 23.6% 42.1% 82.7% -49.0% -17.6% · · · · · ·
Net Income CAGR 3Y 3-point trend, +664.8% 47.5% 9.8% -8.4% · · · · · · · ·
Net Income CAGR 5Y 6.2% · · · · · · · · · ·
Dividend CAGR 5Y 10.6% · · · · · · · · · ·
Valuation (TTM) 16
Annual Valuation (TTM) data for ZWS
Metric Trend 20252024202320222021202020192018201720162015
Revenue TTM 10-point trend, -17.3% $1.70B $1.57B $1.53B $1.28B $911M · $2.05B $1.85B $1.71B $1.92B $2.05B
Net Income TTM 10-point trend, +136.3% $198M $160M $113M $62M $121M · $34M $76M $74M $68M $84M
Market Cap 8-point trend, +574.0% $7.76B $6.35B $5.07B $3.74B $4.58B · $1.27B $1.49B $1.15B · ·
Enterprise Value 8-point trend, +248.4% $7.96B $6.65B $5.42B $4.15B $5.02B · $2.22B $2.63B $2.28B · ·
P/E 10-point trend, +151.6% 40.4 40.5 46.0 52.9 37.5 · 43.2 23.1 17.4 14.8 16.1
P/S 8-point trend, +580.6% 4.6 4.1 3.3 2.9 5.0 · 0.6 0.8 0.7 · ·
P/B 8-point trend, +350.1% 4.8 4.0 3.2 2.3 36.2 · 1.0 1.2 1.1 · ·
P / Cash Flow 8-point trend, +279.5% 22.4 21.6 20.0 38.6 20.5 · 4.9 6.5 5.9 · ·
P / FCF 3-point trend, -28.1% · · · · · · 5.9 7.9 8.2 · ·
EV / EBITDA 8-point trend, +261.2% 28.5 27.2 28.3 38.8 46.9 · 5.6 11.1 7.9 · ·
EV / FCF 3-point trend, -36.8% · · · · · · 10.3 14.0 16.2 · ·
EV / Revenue 8-point trend, +251.8% 4.7 4.2 3.5 3.2 5.5 · 1.1 1.4 1.3 · ·
Dividend Yield 7-point trend, +0.01 0.82% 0.89% 0.99% 0.87% 0.80% · 0.00% 0.00% · · ·
Earnings Yield 10-point trend, -60.3% 2.5% 2.5% 2.2% 1.9% 2.7% · 2.3% 4.3% 5.8% 6.8% 6.2%
Payout Ratio 5-point trend, +7.2% 32.3% 35.3% 44.7% 52.7% 30.1% · · · · · ·
Annual Payout 7-point trend, +63900000.00 $64M $57M $50M $32M $36M · $0 $0 · · ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $1.70B$1.57B$1.53B$1.28B$911M
Gross Margin % 45.1%45.1%42.4%36.3%41.0%
Operating Margin % 16.4%15.6%12.5%8.4%11.8%
Net Income $198M$160M$113M$62M$121M
Diluted EPS $1.15$0.92$0.64$0.40$0.97
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.30.30.30.34.3
Current Ratio 3.12.93.02.62.0
Quick Ratio 1.91.61.61.21.0

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Institutional owners (13F) 460 filers · $4.3B 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
65 (-10 vs prior Q) 36 (+2 vs prior Q) 157 (+20 vs prior Q) 140 (+1 vs prior Q) +20.8M

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
VANGUARD PORTFOLIO MANAGEMENT LLC $454,168,592 8,988,098 10.57% Shares
VANGUARD CAPITAL MANAGEMENT LLC $354,437,329 7,014,394 8.25% Shares
STATE STREET CORP $302,520,280 5,986,944 7.04% Shares
BANK OF AMERICA CORP /DE/ $245,153,672 4,851,646 5.70% Shares
BECK MACK & OLIVER LLC $173,388,945 3,431,406 4.03% Shares
GEODE CAPITAL MANAGEMENT, LLC $166,247,458 3,289,381 3.87% Shares
FIRST TRUST ADVISORS LP $160,676,970 3,179,833 3.74% Shares
ALLIANCEBERNSTEIN L.P. $136,579,905 3,045,939 3.18% Shares
Impax Asset Management Group plc $133,083,792 2,633,758 3.10% Shares
DIMENSIONAL FUND ADVISORS LP $121,455,039 2,403,622 2.83% Shares
Crescent Grove Advisors, LLC $118,723,418 2,349,563 2.76% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $115,437,000 2,284,516 2.69% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $108,672,698 2,150,657 2.53% Shares
NORGES BANK $105,920,834 2,096,197 2.46% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $90,674,202 1,794,463 2.11% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $62,444,721 1,235,795 1.45% Shares
Driehaus Capital Management LLC $60,419,226 1,195,710 1.41% Shares
VANGUARD FIDUCIARY TRUST CO $54,224,501 1,073,115 1.26% Shares
Amundi $52,829,317 1,045,504 1.23% Shares
FMR LLC $50,683,669 1,003,041 1.18% Shares
WELLINGTON MANAGEMENT GROUP LLP $44,615,868 882,958 1.04% Shares
Fisher Asset Management, LLC $43,590,981 862,675 1.01% Shares
RAYMOND JAMES FINANCIAL INC $43,336,532 857,640 1.01% Shares
PRINCIPAL FINANCIAL GROUP INC $42,646,108 843,976 0.99% Shares
Select Equity Group, L.P. $33,005,590 653,188 0.77% Shares
UBS Group AG $32,171,188 636,675 0.75% Shares
Bank of New York Mellon Corp $30,943,612 612,381 0.72% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $29,562,577 585,050 0.69% Shares
ENVESTNET ASSET MANAGEMENT INC $28,815,068 570,257 0.67% Shares
Public Sector Pension Investment Board $25,782,781 510,247 0.60% Shares
J. W. Coons Advisors, LLC $25,166,158 688,164 0.59% Shares
AMERIPRISE FINANCIAL INC $25,129,886 497,343 0.58% Shares
TWO SIGMA INVESTMENTS, LP $25,107,700 496,887 0.58% Shares
GOLDMAN SACHS GROUP INC $24,756,618 489,939 0.58% Shares
OBERWEIS ASSET MANAGEMENT INC/ $23,670,930 468,453 0.55% Shares
CIBC Private Wealth Group LLC $23,240,417 494,162 0.54% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $22,392,824 443,159 0.52% Shares
JENNISON ASSOCIATES LLC $20,697,854 409,615 0.48% Shares
RHUMBLINE ADVISERS $17,970,211 355,635 0.42% Shares
California Public Employees Retirement System $16,899,759 334,450 0.39% Shares
Swiss National Bank $15,290,378 302,600 0.36% Shares
MAI Capital Management $14,899,579 294,866 0.35% Shares
RENAISSANCE TECHNOLOGIES LLC $14,385,537 284,693 0.33% Shares
Perpetual Ltd $14,030,514 277,667 0.33% Shares
Qube Research & Technologies Ltd $12,844,019 254,186 0.30% Shares
DUFF & PHELPS INVESTMENT MANAGEMENT CO $12,820,320 253,717 0.30% Shares
CIBC Bancorp USA Inc. $12,490,498 247,190 0.29% Shares
BlackRock, Inc. $12,180,711 241,059 0.28% Shares
Legal & General Group Plc $11,502,295 227,633 0.27% Shares
Trexquant Investment LP $11,307,704 223,782 0.26% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $10,417,721 206,169 0.24% Shares
STATE OF WISCONSIN INVESTMENT BOARD $9,512,374 188,252 0.22% Shares
Thematics Asset Management $9,277,937 197,277 0.22% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $9,097,472 180,041 0.21% Shares
Mariner, LLC $8,990,161 177,914 0.21% Shares
PARADIGM CAPITAL MANAGEMENT INC/NY $8,837,697 174,900 0.21% Shares
ALGERT GLOBAL LLC $8,583,026 169,860 0.20% Shares
MIROVA $8,366,101 165,567 0.19% Shares
TUDOR INVESTMENT CORP ET AL $8,290,609 164,073 0.19% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $8,230,226 162,878 0.19% Shares
LBP AM SA $8,115,472 160,607 0.19% Shares
Nuveen, LLC $7,824,672 154,852 0.18% Shares
PRUDENTIAL FINANCIAL INC $7,810,169 154,565 0.18% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $7,763,126 153,634 0.18% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7,730,640 172,405 0.18% Shares
Candriam S.C.A. $7,395,775 146,505 0.17% Shares
NEUBERGER BERMAN GROUP LLC $7,373,944 145,932 0.17% Shares
VANGUARD ASSET MANAGEMENT, Ltd $7,229,933 143,082 0.17% Shares
Aptus Capital Advisors, LLC $7,193,653 142,364 0.17% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $6,971,419 97,279 0.16% Shares
Hillsdale Investment Management Inc. $6,845,803 135,480 0.16% Shares
Campbell & CO Investment Adviser LLC $6,780,974 134,197 0.16% Shares
SEI INVESTMENTS CO $6,699,520 132,585 0.16% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $6,361,020 125,886 0.15% Shares
Man Group plc $6,266,832 124,022 0.15% Shares
VAN ECK ASSOCIATES CORP $6,082,397 120,372 0.14% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $6,063,347 119,995 0.14% Shares
HUNTINGTON NATIONAL BANK $5,808,828 114,958 0.14% Shares
PDT Partners, LLC $5,743,543 113,666 0.13% Shares
Connor, Clark & Lunn Investment Management Ltd. $5,628,031 111,380 0.13% Shares
Illinois Municipal Retirement Fund $5,582,201 110,473 0.13% Shares
Fiera Capital Corp $5,437,685 107,613 0.13% Shares
Triodos Investment Management BV $5,053,000 100,000 0.12% Shares
Quantbot Technologies LP $4,987,766 98,709 0.12% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $4,980,641 98,568 0.12% Shares
Cubist Systematic Strategies, LLC $4,895,673 104,097 0.11% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $4,729,153 93,591 0.11% Shares
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $4,686,657 92,750 0.11% Shares
Elo Mutual Pension Insurance Co $4,519,858 89,449 0.11% Shares
MetLife Investment Management, LLC $4,446,236 87,992 0.10% Shares
Sequoia Financial Advisors, LLC $4,401,467 87,106 0.10% Shares
FIFTH THIRD BANCORP $4,385,771 86,796 0.10% Shares
NewEdge Wealth, LLC $4,356,801 86,222 0.10% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,951,973 88,135 0.09% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $3,936,893 77,912 0.09% Shares
BNP PARIBAS FINANCIAL MARKETS $3,811,680 75,434 0.09% Shares
LPL Financial LLC $3,801,380 75,230 0.09% Shares
Brevan Howard Capital Management LP $3,571,915 70,689 0.08% Shares
Verition Fund Management LLC $3,508,955 69,443 0.08% Shares
Global Alpha Capital Management Ltd. $3,381,619 66,923 0.08% Shares

Company insiders 22 insiders · 8 officers · 11 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Todd A. Adams Chairman, President & CEO Oct. 7, 2021 A 629,155 0 0 $0
Daniel J Klun Chief Financial Officer May 28, 2026 A 26,357 0 0 $0
Craig Wehr Group Ex., President-Zurn Oct. 7, 2021 A 54,301 0 0 $0
William Edward Hamilton IV Pres. Elkay Mfg. Company July 1, 2022 A 232 0 0 $0
Michael Troutman Chief Information Officer Oct. 7, 2021 A 32,191 0 0 $0
Sudhanshu Chhabra VP-Zurn Business Systems Oct. 7, 2021 A 35,788 0 0 $0
Rodney Jackson SVP-Bus.&Corp. Development Oct. 5, 2021 A 94,022 0 0 $0
Praveen R. Jeyarajah EVP - Corp. & Bus. Development Oct. 2, 2013 M 140,426 0 0 $0
Peggy Troy Director July 15, 2026 A 65,728 0 0 $0
Rosemary Schooler Director July 15, 2026 A 62,297 0 0 $0
David C. Longren Director July 15, 2026 A 98,821 0 0 $0
George C Moore Director July 15, 2026 A 120,949 0 0 $0
Thomas Christopoul Director July 15, 2026 A 118,435 0 0 $0
Errol R. Halperin Director July 1, 2022 A 1,035,008 0 0 $0
Timothy J Jahnke Director July 1, 2022 A 602,422 0 0 $0
Mark S. Bartlett Director Oct. 7, 2021 A 102,230 0 0 $0
John S Stroup Director May 23, 2013 A 0 0 $0
George M Sherman Director Dec. 21, 2012 G 1,355,409 0 0 $0
Rexnord Corp 10% owner Oct. 4, 2021 J 0 0 0 $0
Mark W Peterson Aug. 4, 2026 S 308,814 0 1 $-1,325,500
Aimee Katz Feb. 13, 2025 S 15,002,819 0 0 $0
April Jalazo Feb. 13, 2025 S 15,002,819 0 0 $0

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

Activists & 5%+ owners 1 position

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
Ice Mountain LLC, Cascade Bay LLC, Katz 2004 DYN Trust, Katz 2021 Trust for Patti, Katz New VBA Trust, Katz Voting Stock Trust, Errol R. Halperin Revocable Trust U/A/D 7/8/1996, Phyllis B. Hollander, Trustee, Aimee Katz, April Jalazo, Patricia A. Bauer, The Northern Trust Company, The Estate of Errol R. Halperin, deceased, The Estate of Ronald C. Katz, deceased ×2 filings Oct. 2, 2024 Initial filing 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 93 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
AQWA · Global X Funds 4.17% 21,083 NS May 31, 2026 N-PORT
CGW · Invesco Exchange-Traded Fund Trust … 2.51% 525,883 SH Aug. 8, 2026 Daily
PSCI · Invesco Exchange-Traded Fund Trust … 2.27% 86,784 SH Aug. 8, 2026 Daily
SCOW · Pacer Funds Trust 2.13% 633 NS April 30, 2026 N-PORT
XSHQ · Invesco Exchange-Traded Fund Trust … 1.61% 100,868 SH Aug. 8, 2026 Daily
PHO · Invesco Exchange-Traded Fund Trust 1.15% 469,021 SH Aug. 8, 2026 Daily
TBLU · Tortoise Capital Series Trust 1.11% 12,519 NS May 31, 2026 N-PORT
CAFG · Pacer Funds Trust 1.10% 4,791 NS April 30, 2026 N-PORT
TAX · EA Series Trust 0.97% 5,234 NS May 29, 2026 N-PORT
IJT · iShares Trust 0.86% 1,378,380 SH Aug. 8, 2026 Daily
VIOG · VANGUARD ADMIRAL FUNDS 0.82% 176,778 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.60% 33,643 SH Aug. 8, 2026 Daily
NUSC · Nushares ETF Trust 0.55% 134,978 NS April 30, 2026 N-PORT
IWO · iShares Trust 0.48% 1,371,321 SH Aug. 8, 2026 Daily
XJR · iShares Trust 0.48% 17,550 SH Aug. 8, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.47% 23,669 SH Aug. 8, 2026 Daily
FNY · First Trust Exchange-Traded AlphaDE… 0.46% 45,875 NS April 30, 2026 N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS 0.45% 162,061 SH Aug. 8, 2026 Daily
PAVE · Global X Funds 0.43% 1,227,595 NS May 31, 2026 N-PORT
IJR · iShares Trust 0.42% 9,056,757 SH Aug. 8, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.41% 519,231 SH Aug. 8, 2026 Daily
CZA · Invesco Exchange-Traded Fund Trust 0.41% 15,246 SH Aug. 8, 2026 Daily
RZG · Invesco Exchange-Traded Fund Trust 0.35% 9,562 SH Aug. 8, 2026 Daily
AFMC · First Trust Exchange-Traded Fund VI… 0.31% 10,767 NS May 31, 2026 N-PORT
SAA · ProShares Trust 0.31% 1,777 NS May 31, 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0.30% 18,333 NS April 30, 2026 N-PORT
ESML · iShares Trust 0.29% 162,003 SH Aug. 8, 2026 Daily
MMSC · First Trust Exchange-Traded Fund VI… 0.29% 3,174 NS May 31, 2026 N-PORT
ISCG · iShares Trust 0.25% 47,616 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.25% 3,815,893 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.24% 65,081 NS April 30, 2026 N-PORT
BFOR · ALPS ETF Trust 0.24% 10,816 NS May 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.23% 870,818 SH Aug. 8, 2026 Daily
MADE · iShares Trust 0.22% 2,774 SH Aug. 8, 2026 Daily
SDVD · First Trust Exchange-Traded Fund IV 0.22% 34,570 NS April 30, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.19% 22,424 NS April 30, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.18% 103,681 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.18% 7,077 NS May 31, 2026 N-PORT
EBIT · Harbor ETF Trust 0.17% 380 NS April 30, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.17% 2,307,254 SH Aug. 8, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.16% 40,485 NS April 30, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.16% 33,173 NS May 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.16% 61,358 NS April 30, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.15% 69,606 NS April 30, 2026 N-PORT
FSCC · Federated Hermes ETF Trust 0.15% 8,876 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.15% 398,869 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.15% 713,637 NS May 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.14% 12,616 NS April 30, 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.13% 401,042 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.12% 6,774 SH Aug. 8, 2026 Daily