ABX Abacus Global Management, Inc.
XNYS
8.50
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
ABX
$8.50
—
Key stats
$8.50
- 52-Week Range
- $7.17 – $12.44
- YTD
- +7.32%
- IV Rank (30D)
- 33.15
- Straddle Price
- $1.55
- P/C Vol Ratio
- 3.00
- Market Cap
- $0.8B
- Open
- $8.31
- Day Range
- $8.31 – $8.67
- Volume
- 685,641
- Prev Close
- $8.39
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 0.76 |
| Cost of Equity (CAPM) | 8.93% (VRP-adj) |
| WACC | 7.57% |
| Volatility Risk Premium | +85.6pp (IV − HV30) |
| Effective Tax Rate | 30.1% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | 6.4% |
| Book / Price | 50.0% — banking bias active (P/B is primary) |
| Bank Quality Adj | ×0.91 (target ROE vs peer median) |
| Gross Margin (TTM) | 88.8% |
| FCF Margin (TTM) | 35.7% |
| Debt / Equity | 0.75 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | -5.3% (reverse-DCF on current price) |
| SMA 50 | $8.80 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $8.15 |
| Bollinger Width / SMA20 | 126.2% (drives anchor stability) |
| Net Debt | $0.3B |
| Market Cap | $1B |
Peers used for multiples: CG, NEM, SSRM
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
15%
20-Day Fair Value
≈ by Nov 20, 2026
$8.47
α -0.4%
rank 45%
conviction
27%
40-Day Fair Value
≈ by Dec 21, 2026
$8.55
α +0.6%
rank 57%
conviction
17%
60-Day Fair Value
≈ by Jan 19, 2027
$8.53
α +0.4%
rank 50%
conviction
15%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $16.20 | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $9.58 | 14% | median 26.8× · 3 peers |
| Peer EV/EBITDA | n/a | 0% | median 7.2× · 3 peers |
| Peer P/B | $10.80 | 21% | median 2.5× · 3 peers |
| Peer P/S | $8.83 | 7% | median 3.7× · 3 peers |
| Market Anchor (SMA50) | $8.80 | 58% | stability 63% (BB-width) |
| Options Expected (B-L 30d) | $8.12 | 0% | 5 strikes · skew -0.88 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- INVESTMENT ADVICE (6282) · industry map
- Exchange
- XNYS
- Market Cap
- $0.8B
- Employees
- 326
- List Date
- 2023-07-03
- CIK
- 0001814287
- Next Earnings
- 2026-11-05 (After-Close)
- EPS Forecast
- $0.28 (3 est.)
- Headquarters
- Orlando, FL
- Homepage
- https://www.abacusgm.com
Abacus Global Management Inc is a financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. The company operates through four distinct yet complementary divisions: Abacus Life Solutions, Abacus Asset Group, Abacus Intel, and Abacus Wealth Advisors. It operates through three reportable segments, Asset management, Life solutions, and Technology services. It derives the majority revenue from Life solutions segment that generates revenues by buying, selling, and trading policies, and maintaining polici…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | -5.93% | -5.93% |
| Feb | -- | 13.42% | 13.42% |
| Mar | -- | -17.57% | -17.57% |
| Apr | -- | 22.42% | 22.42% |
| May | -- | -4.87% | -4.87% |
| Jun | -- | 18.34% | 18.34% |
| Jul | -- | -11.92% | -11.92% |
| Aug | -- | -9.69% | -9.69% |
| Sep | -- | -12.49% | -12.49% |
| Oct | -- | 7.73%* | 7.73% |
| Nov | -- | -- | -- |
| Dec | 3.14% | -- | 3.14% |
| Total | 3.14% | -9.11% | -2.98% |
* Only 2 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $8.15
SMA 50: $8.80
SMA 200: $9.15
Current: $8.50
EMA 12: $8.16
EMA 26: $8.36
MACD: -0.1979 | Signal: 0.0787
BEARISH
ADX (14): 22.25
WEAK TREND
+DI: 25.19
−DI: 22.44
Momentum Oscillators
RSI (14): 52.73
NEUTRAL
Stoch %K: 63.40
Stoch %D: 40.87
Williams %R: -17.71
Volume & Volatility
BB Upper: $8.56
BB Lower: $7.73
NEUTRAL
OBV: -7,358,318
Vol SMA 20: 613,578
Vol ROC: 47.54%
ATR: $0.34
True Range: $0.36
HV 20: 44.0%
HV 30: 46.0%
HV 60: 49.6%
Data Summary
Data Points: 204
Last Updated:
Date Range: 2025-12-30T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report - ABX
Executive Summary
Overall assessment: NEUTRAL with confidence level 6/10.
Key drivers: Moderate volatility, positive news sentiment, and a bearish MACD signal.
Primary risks: Recent negative news headlines, high implied volatility, and potential for further price declines if the market turns down.
Investment thesis: ABX is currently in a consolidation phase, having recently experienced a significant correction. The stock's moderate volatility and neutral RSI reading suggest it may be poised for a mean reversion or breakout. However, the bearish MACD signal and recent negative news headlines pose risks to the upside.
Recent news sentiment impact: The positive news headlines (items 3 and 5) have had a limited impact on the stock's price, while the negative news headlines (items 1 and 6) have contributed to its recent decline.
Technical Analysis
Trend Direction: Short-term: DOWNWARD, Medium-term: NEUTRAL, Long-term: UPWARD
Support/Resistance Levels: Key levels to monitor include:
- SMA 20: $10.05
- SMA 50: $10.11
- Upper Bollinger Band: $11.43
- Lower Bollinger Band: $8.67
Momentum Signals:
- RSI (14): 40.46 (neutral)
- MACD signal: -0.21 / Histogram: -0.16 (bearish)
- Bollinger Bands position: neutral
Volume Analysis: Volume trends suggest institutional interest is waning, with the volume rate of change indicating a decrease in buying pressure.
News & Sentiment Analysis
Recent Headlines Summary: Recent negative news headlines have outweighed positive ones, contributing to the stock's decline.
Sentiment Assessment: Overall sentiment is NEUTRAL, with 2/5 articles having a NEGATIVE tone and 1/5 having a POSITIVE tone. The remaining two articles are NEUTRAL.
Catalyst Identification: Upcoming events include the company's Q2 financial results announcement on August 6, 2026, which may impact sentiment.
Market Narrative: Recent negative news headlines have overshadowed positive developments, leading to a decline in the stock price. A strong earnings report could help alleviate concerns and trigger a rally.
Risk & Volatility Assessment
Beta Interpretation: ABX's beta is 0.96, indicating moderate volatility relative to the market.
Volatility Regime: The current volatility regime is considered high, with an IV rank of 19.5% and a current IV of 94.3%.
Options Market Signals: High put/call ratios and open interest in puts suggest bearish sentiment.
Downside Protection: Support levels include the SMA 20, SMA 50, and lower Bollinger Band.
Market Context & Positioning
Sector Performance: ABX's sector (Financials) has been performing relatively poorly compared to the broader market.
Institutional Activity: Institutional interest is waning, as indicated by declining volume trends.
Correlation Analysis: ABX's correlation with the market is moderate, at 0.24.
Relative Valuation: The stock is trading within a consolidation range, with no clear signs of a breakout or breakdown.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $10.05
- SMA 50: $10.11
- Upper Bollinger Band: $11.43
- Lower Bollinger Band: $8.67
Breakout/Breakdown Levels: A close above the upper Bollinger Band or below the lower Bollinger Band could trigger significant moves.
Time-Sensitive Catalysts: Upcoming earnings announcement on August 6, 2026.
Risk Management: Consider setting stop-loss levels at $8.50 (10% below current price) and position sizing based on volatility estimates.
This comprehensive analysis provides an objective assessment of ABX's technical and fundamental performance, as well as its market context and positioning. By referencing actual numbers and values, the report highlights key drivers, primary risks, and potential catalysts for future price movements.
Generated
News
All ABX news →
Earnings History
3 of 3 under expected move
Avg Expected Move
10.06%
Avg Actual Move
3.20%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2026-03-12 | After-Close | 7.36% | 0.51% | 0.07x | Within |
| 2026-05-07 | Pre-Market | 12.71% | 0.64% | 0.05x | Within |
| 2026-08-06 | After-Close | 10.10% | 8.46% | 0.84x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
ABX Options Activity & IV Rank
ABX IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 69.6%
7-DTE IV: —
Expected Move: $1.55
7-DTE Move: $1.55
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 16
Put Volume: 48
P/C Volume: 3.0
BEARISH
Call OI: 899
Put OI: 203
P/C OI: 0.226
Total OI: 1,102
ATM Options Pricing
ATM Call: $1.27
ATM Put: $0.28
Call %: 15.0%
Put %: 3.2%
Chain Summary
Chain Volume: 672
Chain OI: 19,214
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 61st percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
61%
vs own history
GEX tilt
+0.45
OI-weighted, today
Vanna tilt
-0.53
δ-sensitivity to IV
Charm tilt
+0.27
δ-decay vs time
Vanna tilt -0.53: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
? What is this?
· 6 ATM contracts, 3k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · ATM 70.8% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)33.1MediumOct 21
Straddle Price (30 DTE)$1.55Oct 21
Beta Analysis
Risk Metrics
Beta: 0.9561
Alpha: 1.75%
Correlation: 0.2376
R-Squared: 5.6%
Stock Volatility: 52.0%
Market Volatility: 12.9%
Analysis Details
Benchmark: SPY
Data Points: 203
Period: 252 trading days
Data Points: 203
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own ABX
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Point72 Hedge fund Steve Cohen | $2.2M | #1243 of 1945 | +233.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $1.3M | #3353 of 6285 | +41.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $465K | #3202 of 3716 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
ABX Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 98,200,243 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
6 filers$3.66M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $2.28M | 62.26% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $774.33K | 21.18% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $307.38K | 8.41% | 2026-06-30 |
| 4 | Simplex Trading, LLC Custodian | $178.86K | 4.89% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $75.18K | 2.06% | 2025-09-30 |
| 6 | GROUP ONE TRADING LLC Custodian | $43.91K | 1.20% | 2026-06-30 |
7 filers$5.14M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Caption Management, LLC | $2.01M | 39.20% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $1.33M | 25.96% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $1.04M | 20.18% | 2026-06-30 |
| 4 | Simplex Trading, LLC Custodian | $278.46K | 5.42% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $214.20K | 4.17% | 2026-06-30 |
| 6 | Jane Street Group, LLC Custodian | $161.72K | 3.15% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $98.27K | 1.91% | 2025-09-30 |
ABX Board & Officers
As of SEC filings through Sep 23, 2026Directors 7
- Thomas W. Corbett · since Jul 22, 2020
- Cornelis Michiel van Katwijk · since Jun 30, 2023
- Jay J Jackson · since Jun 30, 2023
- Karla Radka · since Jun 30, 2023
- Mary Beth Schulte · since Jun 30, 2023
- Thomas Wingett Corbett JR · since Jun 30, 2023
- Adam Samuel Gusky · listed since Nov 2023
Officers 5
- Jay J Jackson · Chief Executive Officer · since Jun 30, 2023
- Samantha Butcher · President of Life Solutions · since Apr 17, 2026
- William Hugh McCauley JR · Chief Financial Officer · since Jun 30, 2023
- Elena Plesco · Chief Investment Officer · since Apr 17, 2026
- Alexei Solomon · CAO and Treasurer · since Apr 17, 2026
10% owners 4
- Jay J Jackson · listed since Oct 2023
- Kevin Scott Kirby · since Jun 30, 2023
- Matthew Ganovsky · since Jun 30, 2023
- Sean McNealy · since Jun 30, 2023
Changes in the last 10 years (55)
| Aug 5, 2026 | Sean McNealy no longer listed as a director in SEC filings |
| May 14, 2026 | Sean McNealy no longer listed as Co-Founder and President in SEC filings |
| May 14, 2026 | Matthew Ganovsky no longer listed as Co-Founder and President in SEC filings |
| May 14, 2026 | Kevin Scott Kirby no longer listed as Co-Founder and President in SEC filings |
| Apr 17, 2026 | Samantha Butcher became President of Life Solutions |
| Apr 17, 2026 | Elena Plesco became Chief Investment Officer |
| Apr 17, 2026 | Alexei Solomon became CAO and Treasurer |
| Nov 13, 2023 | Adam Samuel Gusky no longer listed as Chief Investment Officer in SEC filings |
| Nov 13, 2023 | Adam Samuel Gusky first listed as a director in an SEC filing |
| Oct 13, 2023 | Jay J Jackson first listed as a 10% owner in an SEC filing |
| Jul 10, 2023 | Terrence M. Pegula no longer listed as a director in SEC filings |
| Jul 10, 2023 | Terrence M. Pegula no longer listed as CEO & President in SEC filings |
| Jun 30, 2023 | William Hugh McCauley JR became Chief Financial Officer |
| Jun 30, 2023 | Thomas Wingett Corbett JR became a director |
| Jun 30, 2023 | Sean McNealy became a director |
| Jun 30, 2023 | Sean McNealy became a 10% owner |
| Jun 30, 2023 | Sean McNealy became Co-Founder and President |
| Jun 30, 2023 | Matthew Ganovsky became a 10% owner |
| Jun 30, 2023 | Matthew Ganovsky became Co-Founder and President |
| Jun 30, 2023 | Mary Beth Schulte became a director |
| Jun 30, 2023 | Kevin Scott Kirby became a 10% owner |
| Jun 30, 2023 | Kevin Scott Kirby became Co-Founder and President |
| Jun 30, 2023 | Karla Radka became a director |
| Jun 30, 2023 | Jay J Jackson became a director |
| Jun 30, 2023 | Jay J Jackson became Chief Executive Officer |
| Jun 30, 2023 | Cornelis Michiel van Katwijk became a director |
| Jan 24, 2023 | Robert Atchinson reported in an SEC filing no longer being a 10% owner |
| Jan 24, 2023 | Phillip Gross reported in an SEC filing no longer being a 10% owner |
| Jan 24, 2023 | Adage Capital Partners, L.P. reported in an SEC filing no longer being a 10% owner |
| Jan 24, 2023 | Adage Capital Partners Gp, L.l.c. reported in an SEC filing no longer being a 10% owner |
| Jan 24, 2023 | Adage Capital Advisors, L.L.C. reported in an SEC filing no longer being a 10% owner |
| Nov 21, 2022 | Alberta Investment Management Corp became a 10% owner |
| Jul 25, 2022 | Robert Atchinson became a 10% owner |
| Jul 25, 2022 | Phillip Gross became a 10% owner |
| Jul 25, 2022 | Adage Capital Partners, L.P. became a 10% owner |
| Jul 25, 2022 | Adage Capital Partners Gp, L.l.c. became a 10% owner |
| Jul 25, 2022 | Adage Capital Advisors, L.L.C. became a 10% owner |
| Sep 10, 2021 | Thomas A Lopus became a director |
| Jul 22, 2020 | William A. Fustos became a director |
| Jul 22, 2020 | Thomas W. Corbett became a director |
| Jul 22, 2020 | Terrence M. Pegula became a director |
| Jul 22, 2020 | Terrence M. Pegula became a 10% owner |
| Jul 22, 2020 | Terrence M. Pegula became CEO & President |
| Jul 22, 2020 | Kim S Pegula became a director |
| Jul 22, 2020 | Kim S Pegula became a 10% owner |
| Jul 22, 2020 | John P. Sieminski became GC & Secretary |
| Jul 22, 2020 | James S. Morrow became a director |
| Jul 22, 2020 | Jacob R. Long became Vice President, Operations |
| Jul 22, 2020 | Gary L. Hagerman Jr. became a director |
| Jul 22, 2020 | Gary L. Hagerman Jr. became CFO and Treasurer |
| Jul 22, 2020 | East Sponsor, LLC became a 10% owner |
| Jul 22, 2020 | East Asset Management, LLC became a 10% owner |
| Jul 22, 2020 | Benjamin M. Wingard became VP, Business Development |
| Jul 22, 2020 | Allen F. Sobol became a director |
| Jul 22, 2020 | Adam Samuel Gusky became Chief Investment Officer |
Not reported recently (13)
- Alberta Investment Management Corp · Last reported as a 10% owner in an SEC filing dated Feb 13, 2024
- East Asset Management, LLC · Last reported as a 10% owner in an SEC filing dated Oct 17, 2023
- East Sponsor, LLC · Last reported as a 10% owner in an SEC filing dated Oct 17, 2023
- Terrence M. Pegula · Last reported as a 10% owner in an SEC filing dated Oct 17, 2023
- Thomas A Lopus · Last reported as a director in an SEC filing dated Sep 22, 2021
- William A. Fustos · Last reported as a director in an SEC filing dated Sep 24, 2020
- Jacob R. Long · Last reported as Vice President, Operations in an SEC filing dated Aug 6, 2020
- Allen F. Sobol · Last reported as a director in an SEC filing dated Jul 31, 2020
- Benjamin M. Wingard · Last reported as VP, Business Development in an SEC filing dated Jul 31, 2020
- John P. Sieminski · Last reported as GC & Secretary in an SEC filing dated Jul 30, 2020
- Gary L. Hagerman Jr. · Last reported as a director in an SEC filing dated Jul 30, 2020
- Kim S Pegula · Last reported as a director in an SEC filing dated Jul 22, 2020
- James S. Morrow · Last reported as a director in an SEC filing dated Jul 22, 2020
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ABX Proposed Insider Sales (Form 144)
Latest: 2026-09-18
? Form 144 Guide
Last 30d:
3 filings
· $13.6M notice value
· Last 90d:
5 filings
· $16.5M notice value
· 5 unique filers
· 60% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Sean McNealy (1, $4.5M) · Kevin Scott Kirby (1, $4.5M) · Matthew Ganovsky (1, $4.5M) · Jay J. Jackson (1, $1.7M) · William Hugh McCauley (1, $1.2M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-18 | Sean McNealy | 10% Shareholder | 500,000 | $4.54M | 2026-09-18 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-09-18 | Kevin Scott Kirby | 10% Shareholder | 500,000 | $4.54M | 2026-09-18 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-09-18 | Matthew Ganovsky | 10% Shareholder | 500,000 | $4.54M | 2026-09-18 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-08-19 | William Hugh McCauley | Officer, CFO and COO | 125,000 | $1.16M | 2026-08-19 | UBS Financial Services Inc | — | EDGAR |
| 2026-08-12 | Jay J. Jackson | Chairman and CEO | 196,000 | $1.75M | 2026-08-12 | J.P. Morgan Securities LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
62 ETFs hold ABX
25 shown · $2.81B total exposure · 0.28% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.15% | $1.0B | — | 2026-09-30 |
| 2 | VEA Vanguard FTSE Developed Markets ETF | Vanguard | 0.21% | $662.4M | — | 2026-09-30 |
| 3 | RING iShares MSCI Global Gold Miners ETF | iShares (BlackRock) | 8.54% | $197.4M | $2.3B | 2026-10-20 |
| 4 | EWC iShares MSCI Canada ETF | iShares (BlackRock) | 2.17% | $162.2M | $7.5B | 2026-10-20 |
| 5 | VEU Vanguard FTSE All-World Ex-US ETF | Vanguard | 0.17% | $161.8M | — | 2026-09-30 |
| 6 | IXUS iShares Core MSCI Total International Stock ETF | iShares (BlackRock) | 0.16% | $92.2M | $58.1B | 2026-10-20 |
| 7 | SPDW State Street® SPDR® Portfolio Developed World ex-US ETF | SPDR (State Street) | 0.21% | $84.8M | $40.9B | 2026-10-20 |
| 8 | GNR State Street® SPDR® S&P® Global Natural Resources ETF | SPDR (State Street) | 1.55% | $83.4M | $5.4B | 2026-10-20 |
| 9 | IDEV iShares Core MSCI International Developed Markets ETF | iShares (BlackRock) | 0.24% | $79.5M | $34.0B | 2026-10-20 |
| 10 | VT Vanguard Total World Stock ETF | Vanguard | 0.06% | $58.9M | — | 2026-09-30 |
| 11 | IQLT iShares MSCI Intl Quality Factor ETF | iShares (BlackRock) | 0.42% | $57.5M | $13.8B | 2026-10-20 |
| 12 | ACWX iShares MSCI ACWI ex U.S. ETF | iShares (BlackRock) | 0.19% | $33.2M | $17.7B | 2026-10-20 |
| 13 | IVLU iShares MSCI Intl Value Factor ETF | iShares (BlackRock) | 0.49% | $22.1M | $4.5B | 2026-10-20 |
| 14 | ACWI iShares MSCI ACWI ETF | iShares (BlackRock) | 0.07% | $21.4M | $33.0B | 2026-10-20 |
| 15 | NANR State Street® SPDR® S&P® North American Natural Resources ETF | SPDR (State Street) | 2.05% | $17.2M | $840.6M | 2026-10-20 |
| 16 | ICOP iShares Copper and Metals Mining ETF | iShares (BlackRock) | 3.11% | $14.0M | $445.4M | 2026-10-20 |
| 17 | INTF iShares International Equity Factor ETF | iShares (BlackRock) | 0.29% | $10.8M | $3.7B | 2026-10-20 |
| 18 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $9.7M | — | 2026-09-30 |
| 19 | MXI iShares Global Materials ETF | iShares (BlackRock) | 2.19% | $8.8M | $402.7M | 2026-10-20 |
| 20 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $6.9M | $75.1B | 2026-10-20 |
| 21 | URTH iShares MSCI World ETF | iShares (BlackRock) | 0.08% | $6.7M | $8.9B | 2026-10-20 |
| 22 | CWI State Street® SPDR® MSCI ACWI ex-US ETF | SPDR (State Street) | 0.22% | $6.1M | $2.8B | 2026-10-20 |
| 23 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $4.2M | — | 2026-09-30 |
| 24 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.01% | $1.6M | $13.6B | 2026-10-20 |
| 25 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $1.4M | — | 2026-05-31 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
22.37
TTM Diluted EPS
$0.38
TTM Revenue
$250.49M
TTM Net Income
$38.77M
TTM Op. Cash Flow
$127.60M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $59.39M | $7.27M | $0.07 | $91.69M |
| Q4 '25 | 2025-12-31 | $71.90M | $6.85M | $0.06 | $-7.44M |
| Q4 '24 | 2024-12-31 | — | — | — | — |
| Q4 '23 | 2023-12-31 | — | — | — | — |
| Q4 '22 | 2022-12-31 | — | — | — | — |
| Q4 '21 | 2021-12-31 | — | — | — | — |
| Q4 '20 | 2020-12-31 | — | — | — | — |
| Q4 '19 | 2019-12-31 | — | — | — | — |
| Q4 '18 | 2018-12-31 | — | — | — | — |
| Q4 '17 | 2017-12-31 | — | — | — | — |
| Q4 '16 | 2016-12-31 | — | — | — | — |
| Q4 '15 | 2015-12-31 | — | — | — | — |
Q1 2026 • period ending 2026-03-31 • filed 2026-05-11
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
22.37
P/B
2.00
P/S
3.33
EV/EBITDA
10.34
EV/Sales
4.44
ROE
9.3%
ROA
4.7%
Div Yield
2.44%
FCF Yield
15.29%
Debt/Equity
0.75
Current Ratio
—
Market Cap
$834.70M
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
4.82M
SI % of Float
10.30%
Days to Cover
5.63
Short Vol Ratio
50.4%
Free Float
46.82M
Float %
47.9%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-21