ACI Worldwide, Inc.(ACIW)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

ACIW iron condor setups ACIW expected move ACIW IV rank history ACIW Fibonacci levels ACIW 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.

ACIW $49.54 —
Snapshot
$49.54
52-Week Range
$38.05 – $61.08
YTD
+8.47%
IV Rank (30D)
29.29
Straddle Price
$3.50
P/C Vol Ratio
0.18
Market Cap
$5.0B
Fair Value
MODEL: SHORT

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)4.96%
Beta vs SPY1.01
Cost of Equity (CAPM)10.52% (VRP-adj)
WACC9.75%
Volatility Risk Premium+36.4pp (IV − HV30), ERP adj +50bps
Effective Tax Rate27.8%
Rev. Growth (YoY, DCF input)+6.1%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.06 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.3B
Return on Equity (TTM)15.1%
Book / Price29.0%
Gross Margin (TTM)49.0%
FCF Margin (TTM)17.4%
Debt / Equity0.51
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+7.2% (reverse-DCF on current price)
SMA 50$53.72 (Market Anchor value)
SMA 20 / Bollinger Mid$51.67
Bollinger Width / SMA2021.8% (drives anchor stability)
Net Debt$0.6B
Market Cap$5B
Peers used for multiples: ENPH, PLXS, QRVO, XYZ (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
55%
20-Day Fair Value
≈ by Oct 26, 2026
$47.73
α -3.6% rank 73%
40-Day Fair Value
≈ by Nov 24, 2026
$50.08
α +1.1% rank 73%
60-Day Fair Value
≈ by Dec 23, 2026
$46.19
α -6.7% rank 73%
MethodImplied PriceWeightDetail
DCF $46.25 32%
DDM (Gordon) n/a 0%
Peer P/E $74.47 14% median 35.3× · 4 peers
Peer EV/EBITDA $89.40 14% median 21.9× · 4 peers
Peer P/B $48.55 3% median 3.4× · 4 peers
Peer P/S $42.69 10% median 2.3× · 4 peers
Market Anchor (SMA50) $53.72 26% stability 41% (BB-width)
Options Expected (B-L 30d) $49.47 0% 6 strikes · skew +0.44
As of 2026-09-25 · updated
Info
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372)
Exchange
XNAS
Market Cap
$5.0B

ACI Worldwide Inc develops, markets, and installs a portfolio of software products focused on facilitating electronic payments. The firm's products are sold and supported directly and through distribution networks covering three geographic regions - the Americas, EMEA, and Asia Pacific. ACI software products process payment transactions for retail banking clients, billers such as utilities and healthcare providers, and community banks and credit unions. ACI's customers are financial institutions all over the world, but the majority of the revenue is generated in the United States and EMEA regi…

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
MonthAvg ReturnYears of Data
Jan +2.30% 6
Feb -4.21% 6
Mar +0.30% 6
Apr -2.24% 6
May -3.40% 6
Jun +2.83% 6
Jul +2.70% 6
Aug -1.99% 6
Sep -1.93% 6
Oct -0.87% 5
Nov +5.40% 5
Dec +8.19% 5
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: $51.44
SMA 50: $53.54
SMA 200: $46.58
Current: $49.54
EMA 12: $50.45
EMA 26: $51.46
MACD: -1.0114 | Signal: -0.2015
BEARISH
ADX (14): 18.33
RANGE
+DI: 15.04
−DI: 27.55

Momentum Oscillators

RSI (14): 35.96
NEUTRAL
Stoch %K: 13.67
Stoch %D: 10.15
Williams %R: -84.58

Volume & Volatility

BB Upper: $54.24
BB Lower: $48.64
NEUTRAL
OBV: 6,007,034
Vol SMA 20: 749,847
Vol ROC: -74.57%
ATR: $1.34
True Range: $0.54
HV 20: 22.5%
HV 30: 21.8%
HV 60: 29.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (6/10)

Key Drivers:

  • Strong technical signals, including bullish MACD crossover
  • Positive recent news headlines on payment security software market growth and open banking capabilities expansion
  • Moderate volatility, with beta of 0.89 relative to SPY

Primary Risks:

  • Recent negative sentiment article on ACI Worldwide stock trailing S&P 500 by 40 points
  • Potential earnings miss or guidance revision affecting valuation

Investment Thesis: ACIW presents a moderate-risk opportunity with potential for upside momentum. The technical analysis suggests a strong uptrend, while recent news headlines highlight the company's growth in payment security software and open banking capabilities. However, the risk remains that negative sentiment could impact the stock price.

Recent News Sentiment Impact: NEUTRAL

Technical Analysis

Trend Direction:

  • Short-term: Uptrend
  • Medium-term: Uptrend
  • Long-term: Uptrend

Support/Resistance Levels:

  • Upper Bollinger Band: $45.90
  • Middle Line (EMA 12): $42.73
  • Lower Bollinger Band: $40.46

Momentum Signals:

  • RSI (14) interpretation: Neutral (49.90)
  • MACD signal: Bullish crossover above signal line (-0.02 / -0.13 / 0.11)
  • Bollinger Bands position: Squeeze, breakout potential
  • Volume Analysis:
    • Volume SMA 20: 706010.30
    • On-Balance Volume (OBV): 18379457.88

News & Sentiment Analysis

Recent Headlines Summary:

  • Positive news on payment security software market growth and open banking capabilities expansion
  • Negative sentiment article on ACI Worldwide stock trailing S&P 500 by 40 points

Sentiment Assessment: NEUTRAL

Catalyst Identification:

  • No immediate catalysts, but potential earnings miss or guidance revision could impact valuation in the near-term

Market Narrative: The market narrative is mixed, with recent news headlines highlighting growth opportunities while also noting negative sentiment. The technical analysis suggests a strong uptrend, which may continue if the stock can break above the upper Bollinger Band.

Risk & Volatility Assessment

Risk Assessment:

  • High risk: None
  • Medium risk: Beta of 0.89 relative to SPY and moderate volatility
  • Low risk: None

Volatility Regime: The current volatility regime is moderate, with a historical volatility of HV20 at 45.0%.

Options Market Signals: IV Rank: 22.2% (Low) - shows if volatility is historically high/low Current IV: 68.7% Expected Move: $4.08 (27 DTE) Volume Flow: 8 calls vs 3 puts

Downside Protection: Support levels include the middle line (EMA 12) at $42.73 and the lower Bollinger Band at $40.46.

Market Context & Positioning

Sector Performance:

  • ACIW is relatively strong compared to its sector peers, with a beta of 0.89 relative to SPY

Institutional Activity: Volume patterns suggest institutional interest, with a volume SMA 20 of 706010.30 and an On-Balance Volume (OBV) of 18379457.88.

Correlation Analysis:

  • Correlation: 0.34 - the stock generally follows market movements
  • R-squared interpretation: Moderate correlation

Relative Valuation: The stock is positioned within a trading range, with a relative valuation compared to its sector peers and industry averages.

Key Levels & Action Items

Critical Price Levels:

  • Upper Bollinger Band: $45.90
  • Middle Line (EMA 12): $42.73
  • Lower Bollinger Band: $40.46

Breakout/Breakdown Levels:

  • Break above the upper Bollinger Band for potential upside momentum
  • Break below the lower Bollinger Band for potential downside risk

Time-Sensitive Catalysts:

  • Earnings miss or guidance revision could impact valuation in the near-term

Risk Management: Stop-loss levels and position sizing considerations will depend on individual investor risk tolerance and market conditions.

This comprehensive analysis report provides a detailed evaluation of ACIW's technical, fundamental, and market context. The report highlights key drivers, primary risks, and potential catalysts that may impact the stock price.

Generated
News
Earnings History
6 of 8 under expected move
Avg Expected Move
9.56%
Avg Actual Move
6.39%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-11-07 Pre-Market 8.36% 8.78% 1.05x Exceeded
2025-02-27 Pre-Market 10.48% 7.69% 0.73x Within
2025-05-08 Pre-Market 6.21% 11.27% 1.81x Exceeded
2025-08-07 Pre-Market 8.19% 1.78% 0.22x Within
2025-11-06 Pre-Market 9.59% 4.10% 0.43x Within
2026-02-26 Pre-Market 11.96% 3.47% 0.29x Within
2026-05-07 Pre-Market 9.24% 7.81% 0.85x Within
2026-08-06 Pre-Market 12.42% 6.24% 0.50x Within
Options Activity
IV Rank (30D)
29.29
IV Rank (7D)
29.29
Avg IV
65.3%
Straddle (30D)
$3.50
Straddle (7D)
$3.50
P/C Volume
0.18
Spread Scanner GPU
Full Algorithm Docs ↗

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.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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 side

Which 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
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

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)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.43
Correlation (SPY)
16.3%
R²
0.03
Ann. Volatility
34.4%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 104,161,500 (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.

390 filers117,686,368 shares$5.71B value112.98% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 16,381,401 $823.82M 14.43% 15.73% 2026-06-30
2 VANGUARD GROUP INC Custodian 13,407,325 $641.00M 11.22% 12.87% 2025-12-31
3 VANGUARD PORTFOLIO MANAGEMENT LLC 8,112,057 $407.96M 7.14% 7.79% 2026-06-30
4 FRANKLIN RESOURCES INC Custodian 6,695,164 $336.70M 5.90% 6.43% 2026-06-30
5 FMR LLC Custodian 6,545,875 $329.19M 5.76% 6.28% 2026-06-30
6 VANGUARD CAPITAL MANAGEMENT LLC 4,586,998 $230.68M 4.04% 4.40% 2026-06-30
7 STATE STREET CORP (STT, STT-PG) 4,294,891 $215.94M 3.78% 4.12% 2026-06-30
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 3,398,962 $170.96M 2.99% 3.26% 2026-06-30
9 DIMENSIONAL FUND ADVISORS LP Custodian 3,155,479 $158.68M 2.78% 3.03% 2026-06-30
10 FULLER & THALER ASSET MANAGEMENT, INC. 2,732,368 $137.41M 2.41% 2.62% 2026-06-30
11 North Reef Capital Management LP 2,617,000 $131.61M 2.30% 2.51% 2026-06-30
12 REINHART PARTNERS, LLC. 2,424,247 $121.92M 2.13% 2.33% 2026-06-30
13 Hood River Capital Management LLC 2,329,869 $117.17M 2.05% 2.24% 2026-06-30
14 MORGAN STANLEY Custodian 2,103,315 $105.78M 1.85% 2.02% 2026-06-30
15 ALLIANCEBERNSTEIN L.P. 2,327,825 $95.46M 1.67% 2.23% 2026-06-30
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,760,554 $88.54M 1.55% 1.69% 2026-06-30
17 LONDON CO OF VIRGINIA 1,594,274 $80.23M 1.40% 1.53% 2026-06-30
18 CONGRESS ASSET MANAGEMENT CO 1,592,306 $80.08M 1.40% 1.53% 2026-06-30
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,342,245 $67.50M 1.18% 1.29% 2026-06-30
20 NORGES BANK 1,308,947 $65.83M 1.15% 1.26% 2026-06-30
21 NORTHERN TRUST CORP Custodian 1,271,070 $63.92M 1.12% 1.22% 2026-06-30
22 RICE HALL JAMES & ASSOCIATES, LLC 1,006,595 $50.62M 0.89% 0.97% 2026-06-30
23 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 961,578 $48.36M 0.85% 0.92% 2026-06-30
24 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 777,849 $39.12M 0.69% 0.75% 2026-06-30
25 GOLDMAN SACHS GROUP INC Custodian 744,192 $37.43M 0.66% 0.71% 2026-06-30
1 filers$528.04K notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $528.04K 100.00% 2026-06-30
2 filers$854.93K notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $804.64K 94.12% 2026-06-30
2 SIMPLEX TRADING, LLC Custodian $50.29K 5.88% 2026-06-30
Insider Activity
Latest: 2026-09-09
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-09 Robert William Leibrock Chief Financial Officer Disp (D) −1,905 $52.95 -$100.9K EDGAR
2026-09-09 Erich J Litch GM, Payment Software Disp (D) −1,766 $52.95 -$93.5K EDGAR
2026-09-09 Ronald Craig Shultz GM, ACI Speedpay Disp (D) −1,874 $52.95 -$99.2K EDGAR
2026-06-26 Robert William Leibrock Chief Financial Officer Disp (D) −2,454 $46.39 -$113.8K EDGAR
2026-06-08 Erich J Litch GM, Payment Software Disp (D) −1,790 $42.61 -$76.3K EDGAR
2026-06-08 Ronald Craig Shultz GM, ACI Speedpay Disp (D) −1,882 $42.53 -$80.0K EDGAR
2026-06-08 Robert William Leibrock Chief Financial Officer Disp (D) −1,289 $42.80 -$55.2K EDGAR
2026-06-03 Samir Michael Zabaneh Director Award (A) +5,720 — EDGAR
2026-06-03 Mary P Harman Director Award (A) +5,720 — EDGAR
2026-06-03 Kimberly A. deBeers Director Award (A) +5,720 — EDGAR
2026-06-03 Didier R Lamouche Director Award (A) +5,720 — EDGAR
2026-06-03 Juan Benitez II Director Award (A) +5,720 — EDGAR
2026-06-03 Todd R Ford Director Award (A) +5,720 — EDGAR
2026-06-03 ADALIO T SANCHEZ Director Award (A) +5,720 — EDGAR
2026-06-03 KATRINKA MCCALLUM Director Award (A) +5,720 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
48 insiders · @ $49.54
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 PHILIP G HEASLEY CEO and President 1,349,430 $66.85M -$78.18M 63 2019-03-06
2 Scott W Behrens Former Chief Financial Officer 532,354 $26.37M -$10.40M 73 2025-08-13
3 Thomas W Warsop III President and CEO 483,017 $23.93M $1.17M 21 2026-06-02
4 DENNIS BYRNES Chief Legal Officer 404,945 $20.06M -$8.58M 49 2021-03-19
5 CRAIG A MAKI EVP, Treasurer & Chief CDO 335,716 $16.63M $0 14 2019-03-06
6 Odilon Almeida Director, President and CEO 247,555 $12.26M $1.25M 6 2022-03-21
7 Robert William Leibrock Chief Financial Officer 203,901 $10.10M $0 7 2026-09-09
8 ANTHONY M SCOTTO JR Sr EVP Technology 158,124 $7.83M -$1.64M 12 2018-02-05
9 Evanthia Aretakis Chief Revenue Officer 152,014 $7.53M $0 14 2022-03-21
10 Daniel J Frate Group President AOD, P&L 144,558 $7.16M -$1.70M 11 2017-07-05
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2025-11-10
Last 30d: 0 filings  ·  Last 90d: 0 filings

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. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2025-11-10 ABRAHAM KURUVILLA Officer 4,210 $200.8K 2025-11-10 Morgan Stanley Smith Barney LLC … — EDGAR
2025-06-18 JANET O ESTEP Director 4,500 $201.0K 2025-06-18 Morgan Stanley Smith Barney LLC … — EDGAR
2025-06-10 MARY HARMAN Director 7,194 $341.5K 2025-06-10 Morgan Stanley Smith Barney LLC … — EDGAR
2025-03-03 PETERS CHARLES E JR Director 12,940 $742.1K 2025-03-03 Morgan Stanley Smith Barney LLC … — EDGAR
2024-12-11 Behrens Scott W Officer 60,749 $3.31M 2024-12-11 MORGAN STANLEY SMITH BARNEY LLC … — EDGAR
2024-12-06 Kuruvilla Abraham Officer 5,400 $300.8K 2024-12-06 MORGAN STANLEY SMITH BARNEY LLC … — EDGAR
2024-11-13 Adalio T. Sanchez Officer 9,750 $553.5K 2024-11-13 Goldman Sachs & Co. LLC — EDGAR
2024-09-04 Guerra Deborah L Officer 1,224 $60.4K 2024-09-04 Morgan Stanley Smith Barney LLC … — EDGAR
2024-08-28 James C. Hale III Director 5,602 $273.4K 2024-08-28 UBS Financial Services Inc — EDGAR
2024-08-20 James C. Hale III Director 4,310 $204.7K 2024-08-20 UBS Financial Services Inc — 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.
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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.

P/E Ratio24.9
P/B Ratio3.3
P/S Ratio2.7
EV/EBITDA12.9
TTM Revenue$1.8B
TTM Net Income$0.2B
TTM EPS$1.99
ROE15.1%
Debt/Equity0.55