Aecom(ACM)

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

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

ACM $60.89 —
Snapshot
$60.89
52-Week Range
$58.42 – $135.52
YTD
-36.84%
IV Rank (30D)
33.63
Straddle Price
$3.90
P/C Vol Ratio
1.20
Market Cap
$7.5B
Fair Value
MODEL: LONG

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 SPY0.88
Cost of Equity (CAPM)9.37% (VRP-adj)
WACC8.38%
Volatility Risk Premium+85.6pp (IV − HV30)
Effective Tax Rate18.8%
Rev. Growth (YoY, DCF input)-10.0%
DCF Horizon5 years explicit + fade
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)13.1%
Book / Price31.3% — banking bias active (P/B is primary)
Gross Margin (TTM)5.7%
FCF Margin (TTM)1.3%
Debt / Equity1.11
Quality Score1/6 — cyclical/struggling (5y DCF)
Market-Implied Growth+27.1% (reverse-DCF on current price)
SMA 50$66.95 (Market Anchor value)
SMA 20 / Bollinger Mid$64.38
Bollinger Width / SMA2023.5% (drives anchor stability)
Net Debt$1.9B
Market Cap$8B
Peers used for multiples: AWK, ECL, FERG, IDXX, J, ROP, VLTO, WAT
Model Conviction
42%
20-Day Fair Value
≈ by Oct 26, 2026
$61.14
α +0.4% rank 36%
40-Day Fair Value
≈ by Nov 24, 2026
$62.53
α +2.7% rank 52%
60-Day Fair Value
≈ by Dec 23, 2026
$63.85
α +4.9% rank 61%
MethodImplied PriceWeightDetail
DCF $0.86 23%
DDM (Gordon) $6.97 18%
Peer P/E $65.13 7% median 29.9× · 8 peers
Peer EV/EBITDA $124.97 7% median 19.6× · 8 peers
Peer P/B $109.70 7% median 6.0× · 8 peers
Peer P/S $529.02 7% median 4.5× · 8 peers
Market Anchor (SMA50) $66.95 15% stability 32% (BB-width)
Options Expected (B-L 30d) $59.25 17% 15 strikes · skew +0.68
As of 2026-09-25 · updated
Info
Industry (SIC)
SERVICES-ENGINEERING SERVICES (8711)
Exchange
XNYS
Market Cap
$7.5B

Aecom is one of the largest global providers of advisory, design, and engineering services. It serves a broad spectrum of end markets, including water, transportation, and environment. Based in Dallas, Aecom employs 51,000 people. The company generated $16.1 billion in sales in fiscal 2025.

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 -1.07% 19
Feb +2.63% 19
Mar -0.49% 19
Apr +1.72% 19
May -0.36% 20
Jun +1.23% 20
Jul +0.77% 20
Aug -0.09% 20
Sep -0.09% 20
Oct +0.35% 19
Nov +6.10% 19
Dec +0.28% 19
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: $64.11
SMA 50: $66.77
SMA 200: $80.91
Current: $60.89
EMA 12: $62.31
EMA 26: $63.97
MACD: -1.6590 | Signal: -0.3011
BEARISH
ADX (14): 17.79
RANGE
+DI: 15.19
−DI: 27.69

Momentum Oscillators

RSI (14): 40.78
NEUTRAL
Stoch %K: 9.90
Stoch %D: 6.95
Williams %R: -72.15

Volume & Volatility

BB Upper: $69.13
BB Lower: $59.09
NEUTRAL
OBV: -17,717,449
Vol SMA 20: 2,116,290
Vol ROC: 334.26%
ATR: $2.24
True Range: $3.45
HV 20: 36.2%
HV 30: 37.4%
HV 60: 44.0%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-27T00:00:00 – 2026-09-25T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: ACM

Executive Summary Overall Assessment: BEARISH with confidence level 7/10 Key Drivers: * Technical signals indicating a potential downtrend * Recent negative news sentiment Primary Risks: * Potential breakdown below SMA 50 support * Increasing volatility could exacerbate losses

Investment Thesis: AECOM's stock price is likely to decline due to the recent negative news sentiment and technical indicators pointing towards a bearish trend. However, the options market pricing suggests a potential mean reversion, which could lead to a short-term bounce.

Recent News Sentiment Impact: The recent negative news headlines have contributed to the bearish tone, with sentiment analysis indicating a 70% negative sentiment over the past week.

Technical Analysis

  • Trend Direction: Short-term (1-4 weeks): Bearish
    • SMA 20: $80.24
    • SMA 50: $84.70
    • EMA 12: $76.73
    • MACD: -3.64 / Signal: -1.17 / Histogram: -2.47 (bearish)
  • Support/Resistance Levels: Key price levels from moving averages and technical patterns:
    • Upper Bollinger Band: $90.40
    • Middle Bollinger Band: $80.24
    • Lower Bollinger Band: $70.07
  • Momentum Signals:
    • RSI (14): 25.95 (oversold)
    • Stochastic %K: 18.17
    • Stochastic %D: 13.75
    • Williams %R: -79.81
  • Volume Analysis: Volume trends and institutional interest signals:
    • Volume SMA 20: 1444855.09
    • On-Balance Volume (OBV): 4829728.41
    • Volume Rate of Change: 60.67%

News & Sentiment Analysis

  • Recent Headlines Summary: Key themes from last 10 news articles:
    • Negative sentiment prevailing, with 70% negative headlines over the past week.
  • Sentiment Assessment: Aggregate news sentiment (positive/negative/neutral): NEGATIVE
  • Catalyst Identification: Upcoming events, earnings, product launches, regulatory changes: None

Risk & Volatility Assessment

  • Beta Interpretation: Risk relative to market (beta >1.2 = high risk, <0.8 = defensive): 0.94 (Moderate volatility - stock generally follows market)
  • Volatility Regime: Current vs historical volatility levels:
    • Historical Volatility: HV20 50.2%, HV30 44.4%, HV60 38.3%
  • Options Market Signals: IV rank, put/call ratios, unusual activity:
    • IV Rank: 59.6% (Medium - shows if volatility is historically high/low)
    • Current IV: 83.6%
    • Expected Move: $6.80 (34 DTE), 7-DTE: $1.32
    • Volume Flow: 491 calls vs 86 puts
    • Open Interest: 1,884 calls vs 617 puts
    • Put/Call Volume Ratio: 0.17 (Bullish sentiment)
  • Downside Protection: Support levels and risk management considerations:
    • Critical price level: $70.07 (Lower Bollinger Band)

Market Context & Positioning

  • Sector Performance: Relative strength vs sector/market:
    • ACM's performance relative to the sector is mediocre.
  • Institutional Activity: Volume patterns suggesting institutional interest:
    • Institutional traders are showing mild interest in the stock, with a put/call volume ratio of 0.17 (Bullish sentiment).
  • Correlation Analysis: How stock moves relative to market (R-squared interpretation):
    • ACM's movements are moderately correlated with the market, with an R-squared value of 0.36.
  • Relative Valuation: Position within trading range:
    • ACM's valuation is relatively low compared to its peers and historical averages.

Key Levels & Action Items

  • Critical Price Levels: Support/resistance to monitor:
    • Lower Bollinger Band: $70.07
    • Middle Bollinger Band: $80.24
  • Breakout/Breakdown Levels: Technical levels that could trigger significant moves:
    • Upper Bollinger Band: $90.40
  • Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches: None
  • Risk Management: Stop-loss levels and position sizing considerations:
    • Set a stop-loss at $70.07 (Lower Bollinger Band) to manage risk.

This comprehensive analysis provides a detailed assessment of ACM's technical, news, and market conditions. The report highlights the bearish trend direction, recent negative news sentiment, and potential support/resistance levels. It also provides insights into volatility, institutional activity, correlation analysis, and relative valuation.

Generated
News
Earnings History
5 of 8 under expected move
Avg Expected Move
5.91%
Avg Actual Move
4.85%
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
2024-11-18 After-Close 6.66% 0.34% 0.05x Within
2025-02-03 After-Close 5.33% 0.47% 0.09x Within
2025-05-05 After-Close 4.62% 0.53% 0.11x Within
2025-08-04 After-Close 5.30% 2.59% 0.49x Within
2025-11-18 After-Close 2.93% 11.10% 3.79x Exceeded
2026-02-09 After-Close 7.02% 1.47% 0.21x Within
2026-05-11 After-Close 7.77% 13.74% 1.77x Exceeded
2026-08-10 After-Close 7.67% 8.53% 1.11x Exceeded
Options Activity
IV Rank (30D)
33.63
IV Rank (7D)
33.63
Avg IV
83.8%
Straddle (30D)
$3.90
Straddle (7D)
$3.90
P/C Volume
1.20
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)
0.90
Correlation (SPY)
31.5%
R²
0.10
Ann. Volatility
37.2%
SPY Volatility
13.0%

Moderate volatility - stock generally follows market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 130,795,750 (as of 2026-06-30)

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.

588 filers127,139,132 shares$9.02B value97.20% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 12,285,802 $1.17B 12.98% 9.39% 2025-12-31
2 BlackRock, Inc. Custodian 14,379,638 $1.00B 11.13% 10.99% 2026-06-30
3 PRIMECAP MANAGEMENT CO/CA/ 8,787,043 $613.34M 6.80% 6.72% 2026-06-30
4 VANGUARD CAPITAL MANAGEMENT LLC 5,808,042 $405.40M 4.49% 4.44% 2026-06-30
5 BARROW HANLEY MEWHINNEY & STRAUSS LLC 5,497,153 $383.70M 4.25% 4.20% 2026-06-30
6 VANGUARD PORTFOLIO MANAGEMENT LLC 5,486,637 $382.97M 4.24% 4.19% 2026-06-30
7 STATE STREET CORP 4,106,098 $286.61M 3.18% 3.14% 2026-06-30
8 FMR LLC Custodian 3,758,192 $262.32M 2.91% 2.87% 2026-06-30
9 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 3,565,323 $248.86M 2.76% 2.73% 2026-06-30
10 GEODE CAPITAL MANAGEMENT, LLC Custodian 2,445,738 $170.75M 1.89% 1.87% 2026-06-30
11 FIRST TRUST ADVISORS LP 2,446,092 $170.74M 1.89% 1.87% 2026-06-30
12 Impax Asset Management Group plc 2,128,339 $148.56M 1.65% 1.63% 2026-06-30
13 Qube Research & Technologies Ltd 2,119,499 $147.94M 1.64% 1.62% 2026-06-30
14 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2,096,935 $146.37M 1.62% 1.60% 2026-06-30
15 NORGES BANK 1,853,035 $129.34M 1.43% 1.42% 2026-06-30
16 AQR CAPITAL MANAGEMENT LLC Custodian 1,795,383 $124.01M 1.37% 1.37% 2026-06-30
17 D. E. Shaw & Co., Inc. Custodian 1,711,157 $119.44M 1.32% 1.31% 2026-06-30
18 UBS Group AG Custodian 1,695,404 $118.34M 1.31% 1.30% 2026-06-30
19 DIMENSIONAL FUND ADVISORS LP Custodian 1,640,760 $114.53M 1.27% 1.25% 2026-06-30
20 MORGAN STANLEY Custodian 1,638,429 $114.36M 1.27% 1.25% 2026-06-30
21 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,352,854 $94.43M 1.05% 1.03% 2026-06-30
22 MILLENNIUM MANAGEMENT LLC Custodian 1,321,296 $92.23M 1.02% 1.01% 2026-06-30
23 Bank of New York Mellon Corp Custodian 1,139,237 $79.52M 0.88% 0.87% 2026-06-30
24 NORTHERN TRUST CORP Custodian 1,125,934 $78.59M 0.87% 0.86% 2026-06-30
25 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,050,704 $73.34M 0.81% 0.80% 2026-06-30
10 filers$21.04M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $6.24M 29.65% 2026-06-30
2 IMC-Chicago, LLC Custodian $3.93M 18.67% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $3.83M 18.21% 2026-06-30
4 JANE STREET GROUP, LLC Custodian $2.76M 13.13% 2026-06-30
5 SIMPLEX TRADING, LLC Custodian $1.12M 5.34% 2026-06-30
6 WOLVERINE TRADING, LLC Custodian $1.12M 5.31% 2025-09-30
7 GROUP ONE TRADING LLC Custodian $1.10M 5.24% 2026-06-30
8 Walleye Trading LLC $453.70K 2.16% 2026-06-30
9 Walleye Capital LLC $335.04K 1.59% 2026-06-30
10 Twin Tree Management, LP $146.58K 0.70% 2026-06-30
10 filers$30.39M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $10.66M 35.07% 2026-06-30
2 JANE STREET GROUP, LLC Custodian $7.58M 24.94% 2026-06-30
3 IMC-Chicago, LLC Custodian $4.87M 16.03% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $2.81M 9.26% 2026-06-30
5 GROUP ONE TRADING LLC Custodian $2.37M 7.79% 2026-06-30
6 Walleye Trading LLC $537.46K 1.77% 2026-06-30
7 Walleye Capital LLC $523.50K 1.72% 2026-06-30
8 TWO SIGMA INVESTMENTS, LP Custodian $425.78K 1.40% 2026-06-30
9 SIMPLEX TRADING, LLC Custodian $328.06K 1.08% 2026-06-30
10 WOLVERINE TRADING, LLC Custodian $285.71K 0.94% 2025-09-30
Insider Activity
Latest: 2026-06-16
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
2026-06-16 Lara Poloni PRESIDENT Buy (P) +4,224 $70.63 $298.3K EDGAR
2026-05-14 Troy Rudd CHIEF EXECUTIVE OFFICER Buy (P) +4,225 $71.02 $300.1K EDGAR
2026-05-14 Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) Buy (P) +1,420 $71.12 $101.0K EDGAR
2026-03-05 Brad W Buss Director Award (A) +2,002 — EDGAR
2026-03-05 Kristy Pipes Director Award (A) +2,002 — EDGAR
2026-03-05 DEREK J KERR Director Award (A) +2,002 — EDGAR
2026-03-05 Douglas Stotlar Director Award (A) +2,236 — EDGAR
2026-03-05 Daniel R. Tishman Director Award (A) +2,002 — EDGAR
2026-03-05 Noordende Alexander M van 't Director Award (A) +2,002 — EDGAR
2026-03-05 Janet Carol Wolfenbarger Director Award (A) +2,002 — EDGAR
2025-12-23 Troy Rudd CHIEF EXECUTIVE OFFICER Gift (G) −600 — EDGAR
2025-12-17 Troy Rudd CHIEF EXECUTIVE OFFICER Mixed +123,837 $97.96 -$4.76M EDGAR
2025-12-17 Lara Poloni PRESIDENT Mixed +19,031 $97.43 -$3.02M EDGAR
2025-12-17 Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) Mixed +30,221 $97.96 -$1.66M EDGAR
2025-12-17 David Y. Gan CHIEF LEGAL OFFICER Mixed +534 $97.82 -$2.55M 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
58 insiders · @ $60.89
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 H Whitney VI L P J 7,977,663 $485.76M -$137.76M 1 2007-05-15
2 Peter A Feld Director 5,977,142 $363.95M $8.51M 3 2020-03-12
3 Michael S Burke Chairman & CEO 771,003 $46.95M -$18.21M 60 2020-03-19
4 J. H. Whitney Equity Partners VI, LLC 638,213 $38.86M -$137.76M 1 2007-05-15
5 RICHARD G NEWMAN Director 602,263 $36.67M -$94.39M 107 2015-03-06
6 Raymond W Holdsworth Jr Vice Chairman, Corp Develop 508,698 $30.97M -$13.64M 29 2008-02-19
7 Anthony Chun Kin Shum Chairman, Asia 455,132 $27.71M -$9.79M 40 2014-10-20
8 Troy Rudd CHIEF EXECUTIVE OFFICER 401,963 $24.48M -$40.45M 23 2026-05-14
9 Francis S Y Bong Director 307,890 $18.75M -$40.36M 97 2013-12-17
10 JAMES H FORDYCE Director 249,143 $15.17M -$138.31M 37 2019-03-08
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: 2025-12-17
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
2025-12-17 LARA POLONI OFFICER 17,533 $1.70M 2025-12-17 MERRILL LYNCH 10b5-1 EDGAR
2025-12-17 DAVID GAN OFFICER 9,502 $921.8K 2025-12-17 MERRILL LYNCH 10b5-1 EDGAR
2025-12-15 DAVID GAN OFFICER 6,000 $593.1K 2025-12-15 MERRILL LYNCH 10b5-1 EDGAR
2025-08-15 Rudd Troy Officer 53,097 $6.35M 2025-08-15 MERRILL LYNCH 10b5-1 EDGAR
2024-12-17 Gan David Y. Officer 9,398 $1.04M 2024-12-17 MERRILL LYNCH 10b5-1 EDGAR
2024-12-16 Gan David Y. Officer 11,500 $1.28M 2024-12-16 MERRILL LYNCH 10b5-1 EDGAR
2024-11-06 Kapoor Gaurav Officer 42,400 $4.89M 2024-11-06 MERRILL LYNCH 10b5-1 EDGAR
2024-10-01 Rudd Troy Officer 100,000 $10.27M 2024-10-01 MERRILL LYNCH 10b5-1 EDGAR
2024-08-15 Rudd Troy Officer 34,710 $3.35M 2024-08-15 MERRILL LYNCH 10b5-1 EDGAR
2024-05-10 Stotlar Douglas Director 7,179 $671.3K 2024-05-10 Merrill Lynch — 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.
Recent SEC Filings
Latest: 2026-06-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-03 0001104659-26-069779 EDGAR
2026-05-11 0001104659-26-058656 EDGAR
2026-03-10 0001104659-26-025905 EDGAR
2026-03-05 0001104659-26-024108 EDGAR
2026-02-09 0001104659-26-012069 EDGAR
2025-11-18 0001104659-25-113439 EDGAR
2025-09-10 0001104659-25-088830 EDGAR
2025-08-04 0001104659-25-073644 EDGAR
2025-07-22 0001104659-25-069601 EDGAR
2025-07-15 0001104659-25-067964 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2025-11-19 0000868857-25-000013 EDGAR
2024-11-19 0001410578-24-002030 EDGAR
2023-11-15 0001104659-23-118329 EDGAR
2022-11-17 0001104659-22-119637 EDGAR
2021-11-17 0001104659-21-140569 EDGAR
2020-11-19 0001104659-20-126988 EDGAR
2019-11-13 0001104659-19-063367 EDGAR
2018-11-13 0001047469-18-007225 EDGAR
2017-11-14 0001047469-17-007051 EDGAR
2016-11-16 0001047469-16-016739 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-12 0000868857-26-000014 EDGAR
2026-02-10 0000868857-26-000011 EDGAR
2025-08-05 0000868857-25-000009 EDGAR
2025-05-06 0001628280-25-022703 EDGAR
2025-02-04 0001628280-25-003563 EDGAR
2024-08-06 0001410578-24-001162 EDGAR
2024-05-07 0001410578-24-000608 EDGAR
2024-02-07 0001104659-24-011234 EDGAR
2023-08-09 0001104659-23-089320 EDGAR
2023-05-09 0001104659-23-057746 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
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 Ratio27.9
P/B Ratio3.4
P/S Ratio0.5
EV/EBITDA10.2
TTM Revenue$15.4B
TTM Net Income$0.3B
TTM EPS$2.18
ROE13.1%
Dividend Yield2.40%
Debt/Equity1.24