AES Corporation(AES)

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

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

AES $14.77 —
Snapshot
$14.77
52-Week Range
$12.33 – $17.65
YTD
-0.34%
IV Rank (30D)
34.59
Straddle Price
$0.15
P/C Vol Ratio
1.66
Market Cap
$10.5B
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)4.67%
Beta vs SPY1.00
Cost of Equity (CAPM)10.17% (VRP-adj)
WACC6.30%
Volatility Risk Premium+64.3pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+2.1%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.02 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-1.7B
Return on Equity (TTM)38.7%
Book / Price92.8% — banking bias active (P/B is primary)
Gross Margin (TTM)20.3%
FCF Margin (TTM)-13.2%
Debt / Equity2.93
Quality Score2/6 — normal (10y DCF)
SMA 50$14.73 (Market Anchor value)
SMA 20 / Bollinger Mid$14.73
Bollinger Width / SMA204.4% (drives anchor stability)
Net Debt$26.9B
Market Cap$11B
Peers used for multiples: AEP, CEG, DUK, EIX, EXC, NEE, SO, XEL
Model Conviction
3%
20-Day Fair Value
≈ by Sep 30, 2026
$15.53
α +5.1% rank 83%
40-Day Fair Value
≈ by Oct 29, 2026
$16.16
α +9.4% rank 83%
60-Day Fair Value
≈ by Nov 27, 2026
$14.74
α -0.2% rank 83%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) $8.93 16%
Peer P/E $53.93 9% median 19.8× · 8 peers
Peer EV/EBITDA $34.46 9% median 13.1× · 8 peers
Peer P/B $27.83 2% median 2.0× · 8 peers
Peer P/S $56.53 6% median 3.0× · 8 peers
Market Anchor (SMA50) $14.73 40% stability 100% (BB-width)
Options Expected (B-L 30d) $14.76 17% 17 strikes · skew -3.45
As of 2026-09-01 · updated
Info
Industry (SIC)
COGENERATION SERVICES & SMALL POWER PRODUCERS (4991)
Exchange
XNYS
Market Cap
$10.5B

AES is a global power company that operates in 15 countries. Its generation portfolio totals over 32 gigawatts, including renewable energy, gas, coal, and oil. AES has majority ownership in and operates numerous electric utilities.

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 -1.45% 23
Feb -0.29% 23
Mar +1.99% 23
Apr +0.40% 23
May +1.85% 23
Jun +2.39% 23
Jul +0.60% 23
Aug -0.64% 23
Sep -0.72% 24
Oct +2.01% 23
Nov +1.35% 23
Dec +2.26% 23
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: $14.73
SMA 50: $14.73
SMA 200: $14.58
Current: $14.77
EMA 12: $14.74
EMA 26: $14.74
MACD: 0.0034 | Signal: 0.0013
BULLISH
ADX (14): 12.03
RANGE
+DI: 18.00
−DI: 12.51

Momentum Oscillators

RSI (14): 54.90
NEUTRAL
Stoch %K: 49.26
Stoch %D: 46.54
Williams %R: -30.00

Volume & Volatility

BB Upper: $14.78
BB Lower: $14.69
NEUTRAL
OBV: -138,105,776
Vol SMA 20: 7,209,677
Vol ROC: 30.42%
ATR: $0.05
True Range: $0.06
HV 20: 2.8%
HV 30: 4.3%
HV 60: 4.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-04T00:00:00 – 2026-09-01T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (6/10)

Key Drivers:

  • Consolidation around SMA 20 and 50
  • Bullish MACD signal with histogram indicating momentum growth
  • Low volatility, reflecting market conditions

Primary Risks:

  • Risk of a break below the lower Bollinger Band at $14.68
  • Potential for increased selling pressure if options market continues to price in higher volatility

Investment Thesis:

AES is experiencing a consolidation phase around its short-term moving averages, with bullish momentum signals from MACD and RSI indicating potential upside. However, low volatility and mixed news sentiment create uncertainty, making it essential to closely monitor the stock's movement.

Recent News Sentiment Impact:

The recent headlines have been neutral or negative, which may be contributing to the stock's consolidation. The absence of significant positive news has limited upward momentum.

Technical Analysis

Trend Direction:

  • Short-term: NEUTRAL
  • Medium-term: UPTREND
  • Long-term: UPTREND

Support/Resistance Levels:

  • Lower Bollinger Band: $14.68 (support)
  • Middle Bollinger Band: $14.73 (resistance)
  • Upper Bollinger Band: $14.78 (resistance)

Momentum Signals:

  • RSI: 50.35 (neutral)
  • MACD: Bullish with histogram indicating momentum growth
  • Bollinger Bands: Neutral

Volume Analysis:

  • Volume SMA 20: 7293197.45
  • On-Balance Volume (OBV): -135729078.79 (bearish)
  • Volume Rate of Change: 35.44% (increasing)

News & Sentiment Analysis

Recent Headlines Summary:

The news headlines have been neutral or negative, which may be contributing to the stock's consolidation.

Sentiment Assessment:

Aggregate sentiment is NEUTRAL due to mixed positive and negative news articles.

Catalyst Identification:

No significant catalysts announced recently. The absence of earnings data makes it challenging to identify specific drivers for the stock's movement.

Market Narrative:

The market narrative appears to be driven by consolidative price action, with no clear trend emerging. The options market is pricing in higher volatility, which may create opportunities or challenges depending on future events.

Risk & Volatility Assessment

Risk Assessment:

AES exhibits low volatility, reflecting market conditions.

Beta Interpretation:

Beta: 0.43 (low risk)

Volatility Regime:

Current vs historical volatility levels: Low volatility - stock moves less than market.

Options Market Signals:

  • IV Rank: 33.9% (Medium)
  • Current IV: 68.6%
  • Expected Move: $0.27 (18 DTE), 7-DTE: $0.27
  • Volume Flow: 41 calls vs 251 puts (bearish sentiment)
  • Open Interest: 10,836 calls vs 12,320 puts (neutral)
  • Put/Call Volume Ratio: 6.12 (Bearish sentiment)
  • Put/Call OI Ratio: 1.14

Downside Protection:

Support levels and risk management considerations: $14.68 (lower Bollinger Band)

Market Context & Positioning

Sector Performance:

AES is positioned within its sector, with no clear dominance or underperformance.

Institutional Activity:

Volume patterns suggesting institutional interest: Increasing volume and open interest in options market.

Correlation Analysis:

How stock moves relative to market (R-squared interpretation): Low correlation - stock moves less than market.

Relative Valuation:

Position within trading range: AES is experiencing consolidation around its short-term moving averages, with no clear trend emerging.

Key Levels & Action Items

Critical Price Levels:

  • Lower Bollinger Band: $14.68 (support)
  • Middle Bollinger Band: $14.73 (resistance)
  • Upper Bollinger Band: $14.78 (resistance)

Breakout/Breakdown Levels:

  • Break above the upper Bollinger Band at $14.78 for potential upside
  • Break below the lower Bollinger Band at $14.68 for potential downside

Time-Sensitive Catalysts:

Earnings dates, FDA approvals, product launches: No recent earnings data available.

Risk Management:

Stop-loss levels and position sizing considerations: Monitor price action and adjust risk management strategies accordingly.

Note that this report is based on the provided data and does not offer buy/sell advice. The analysis aims to provide a comprehensive understanding of AES's technical and fundamental factors, as well as potential risks and opportunities.

Generated
News
Earnings History
5 of 5 under expected move
Avg Expected Move
7.79%
Avg Actual Move
4.33%
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
2024-10-31 After-Close 13.94% 9.76% 0.70x Within
2025-02-28 After-Close 9.06% 3.54% 0.39x Within
2025-05-01 After-Close 6.78% 1.93% 0.28x Within
2025-08-01 After-Close 2.08% 1.51% 0.73x Within
2025-11-04 After-Close 7.07% 4.91% 0.69x Within
Options Activity
IV Rank (30D)
34.59
IV Rank (7D)
34.59
Avg IV
69.3%
Straddle (30D)
$0.15
Straddle (7D)
$0.15
P/C Volume
1.66
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
33.5%
SPY Volatility
12.8%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 714,500,000 (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.

738 filers694,630,616 shares$9.98B value97.22% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 88,596,463 $1.27B 12.73% 12.40% 2025-12-31
2 BlackRock, Inc. Custodian 49,278,892 $722.43M 7.24% 6.90% 2026-06-30
3 VANGUARD CAPITAL MANAGEMENT LLC 46,504,987 $681.76M 6.83% 6.51% 2026-06-30
4 STATE STREET CORP 42,891,937 $628.80M 6.30% 6.00% 2026-06-30
5 VANGUARD PORTFOLIO MANAGEMENT LLC 35,374,898 $518.60M 5.20% 4.95% 2026-06-30
6 BALYASNY ASSET MANAGEMENT L.P. 34,633,491 $507.73M 5.09% 4.85% 2026-06-30
7 GEODE CAPITAL MANAGEMENT, LLC Custodian 25,120,280 $367.77M 3.69% 3.52% 2026-06-30
8 MILLENNIUM MANAGEMENT LLC Custodian 21,304,566 $312.32M 3.13% 2.98% 2026-06-30
9 MORGAN STANLEY Custodian 20,996,464 $307.81M 3.08% 2.94% 2026-06-30
10 GOLDMAN SACHS GROUP INC Custodian 14,647,897 $214.74M 2.15% 2.05% 2026-06-30
11 CITADEL ADVISORS LLC Custodian 13,701,040 $200.86M 2.01% 1.92% 2026-06-30
12 AQR Arbitrage LLC 13,686,323 $200.30M 2.01% 1.92% 2026-06-30
13 Qube Research & Technologies Ltd 10,935,897 $160.32M 1.61% 1.53% 2026-06-30
14 UBS Group AG Custodian 9,560,511 $140.16M 1.40% 1.34% 2026-06-30
15 AQR CAPITAL MANAGEMENT LLC Custodian 8,295,592 $121.41M 1.22% 1.16% 2026-06-30
16 NORTHERN TRUST CORP Custodian 8,053,616 $118.07M 1.18% 1.13% 2026-06-30
17 DIMENSIONAL FUND ADVISORS LP Custodian 7,888,298 $115.64M 1.16% 1.10% 2026-06-30
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7,745,034 $113.54M 1.14% 1.08% 2026-06-30
19 Kryger Capital LLC 6,840,535 $100.28M 1.00% 0.96% 2026-06-30
20 Bank of New York Mellon Corp Custodian 6,620,438 $97.06M 0.97% 0.93% 2026-06-30
21 BANK OF AMERICA CORP /DE/ Custodian 5,496,860 $80.58M 0.81% 0.77% 2026-06-30
22 JPMORGAN CHASE & CO Custodian 5,434,911 $79.98M 0.80% 0.76% 2026-06-30
23 GABELLI FUNDS LLC 5,109,050 $74.90M 0.75% 0.72% 2026-06-30
24 Fort Baker Capital Management LP 4,787,083 $70.18M 0.70% 0.67% 2026-06-30
25 Verition Fund Management LLC 4,521,365 $66.28M 0.66% 0.63% 2026-06-30
22 filers$35.07M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $6.86M 19.56% 2026-06-30
2 Cubist Systematic Strategies, LLC $4.40M 12.54% 2025-09-30
3 WOLVERINE TRADING, LLC Custodian $4.23M 12.06% 2025-09-30
4 JANE STREET GROUP, LLC Custodian $3.19M 9.09% 2026-06-30
5 Walleye Trading LLC $2.78M 7.91% 2026-06-30
6 SIMPLEX TRADING, LLC Custodian $2.52M 7.17% 2026-06-30
7 D. E. Shaw & Co., Inc. Custodian $1.57M 4.48% 2026-06-30
8 CAPITAL FUND MANAGEMENT S.A. $1.24M 3.53% 2026-06-30
9 CITADEL ADVISORS LLC Custodian $1.11M 3.16% 2026-06-30
10 DIMENSION CAPITAL MANAGEMENT LLC $1.10M 3.14% 2026-06-30
11 Walleye Capital LLC $1.09M 3.12% 2026-06-30
12 UBS Group AG Custodian $939.71K 2.68% 2026-06-30
13 GROUP ONE TRADING LLC Custodian $881.07K 2.51% 2026-06-30
14 Squarepoint Ops LLC $860.54K 2.45% 2026-06-30
15 BANK OF MONTREAL /CAN/ Custodian $754.99K 2.15% 2026-06-30
16 CSS LLC/IL $448.60K 1.28% 2026-06-30
17 Point72 Asset Management, L.P. $347.44K 0.99% 2026-06-30
18 IMC-Chicago, LLC Custodian $234.56K 0.67% 2026-06-30
19 MILLENNIUM MANAGEMENT LLC Custodian $174.45K 0.50% 2026-06-30
20 TUDOR INVESTMENT CORP ET AL $146.60K 0.42% 2026-06-30
21 Arax Advisory Partners Custodian $109.95K 0.31% 2026-06-30
22 JPMORGAN CHASE & CO Custodian $96.56K 0.28% 2026-06-30
28 filers$88.64M notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $25.73M 29.03% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $9.95M 11.22% 2026-06-30
3 Cubist Systematic Strategies, LLC $7.51M 8.47% 2025-09-30
4 UBS Group AG Custodian $5.58M 6.29% 2026-06-30
5 D. E. Shaw & Co., Inc. Custodian $5.19M 5.85% 2026-06-30
6 BARCLAYS PLC Custodian $4.40M 4.96% 2026-06-30
7 NOMURA HOLDINGS INC $4.26M 4.81% 2026-06-30
8 WOLVERINE TRADING, LLC Custodian $3.93M 4.44% 2025-09-30
9 CITADEL ADVISORS LLC Custodian $3.71M 4.19% 2026-06-30
10 SIMPLEX TRADING, LLC Custodian $2.98M 3.36% 2026-06-30
11 Walleye Trading LLC $2.92M 3.30% 2026-06-30
12 GROUP ONE TRADING LLC Custodian $1.82M 2.05% 2026-06-30
13 Fort Baker Capital Management LP $1.70M 1.92% 2026-06-30
14 Caption Management, LLC $1.69M 1.91% 2026-06-30
15 IMC-Chicago, LLC Custodian $1.31M 1.48% 2026-06-30
16 MILLENNIUM MANAGEMENT LLC Custodian $1.31M 1.47% 2026-06-30
17 CSS LLC/IL $1.15M 1.30% 2026-06-30
18 EQUITEC PROPRIETARY MARKETS, LLC $894.26K 1.01% 2026-06-30
19 BANK OF MONTREAL /CAN/ Custodian $754.99K 0.85% 2026-06-30
20 Walleye Capital LLC $389.96K 0.44% 2026-06-30
21 CAPSTONE INVESTMENT ADVISORS, LLC $385.56K 0.43% 2026-06-30
22 TUDOR INVESTMENT CORP ET AL $356.24K 0.40% 2026-06-30
23 GOLDMAN SACHS GROUP INC Custodian $293.20K 0.33% 2026-06-30
24 Belvedere Trading LLC $168.59K 0.19% 2026-06-30
25 SUMMIT SECURITIES GROUP LLC $108.48K 0.12% 2026-06-30
Insider Activity
Latest: 2026-05-01
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
2026-05-01 GERARD M ANDERSON Director Grant (A) +19,031 RSU — EDGAR
2026-05-01 Inderpal S Bhandari Director Grant (A) +12,111 RSU — EDGAR
2026-05-01 JANET DAVIDSON Director Grant (A) +14,187 RSU — EDGAR
2026-05-01 HOLLY K KOEPPEL Director Grant (A) +12,111 RSU — EDGAR
2026-05-01 Julia M. Laulis Director Grant (A) +12,111 RSU — EDGAR
2026-05-01 ALAIN MONIE Director Grant (A) +12,111 RSU — EDGAR
2026-05-01 Moises Naim Director Grant (A) +19,031 RSU — EDGAR
2026-05-01 Teresa Mosley Sebastian Director Grant (A) +12,111 RSU — EDGAR
2026-04-24 Juan Ignacio Rubiolo EVP, COO, Pres., Energy Infra. Award (A) +48,276 — EDGAR
2026-04-24 Stephen Coughlin EVP and CFO Award (A) +50,345 — EDGAR
2026-04-24 Paul L Freedman EVP, GC and Corp. Secretary Award (A) +44,483 — EDGAR
2026-04-24 Tish Mendoza EVP & Chief HR Officer Award (A) +46,552 — EDGAR
2026-02-26 Andres Gluski President and CEO Tax (F) −13,751 $16.27 -$223.7K EDGAR
2026-02-26 Ricardo Manuel Falu EVP, COO, Pres. New Enrgy Tech Tax (F) −992 $16.27 -$16.1K EDGAR
2026-02-26 Stephen Coughlin EVP and CFO Tax (F) −1,669 $16.27 -$27.2K 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
57 insiders · @ $14.77
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 CHINA INVESTMENT CORP 10%+ Owner 125,889,618 $1.86B -$658.0K 1 2011-08-02
2 Terrific Investment Corp 105,468,788 $1.56B -$1.73B 1 2013-12-18
3 ValueAct Holdings GP, LLC Director 5,346,500 $78.97M $48.88M 1 2020-06-15
4 VA Partners I, LLC Director 4,846,500 $71.58M $71.08M 3 2020-05-19
5 ValueAct Spring Master Fund, L.P. Director 4,346,500 $64.20M $0 1 2020-04-27
6 ValueAct Holdings, L.P. Director 4,146,500 $61.24M $332.65M 1 2019-05-13
7 Andres Gluski President and CEO 2,113,570 $31.22M $1.34M 62 2026-02-26
8 ROBERT F JR HEMPHILL Executive VP 1,701,816 $25.14M -$4.41M 19 2008-03-04
9 ValueAct Capital Management, LLC Director 1,564,500 $23.11M $0 2 2019-04-22
10 JEFFREY W UBBEN Director 1,564,500 $23.11M $3.37M 1 2018-12-28
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: 2024-06-06
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
2024-06-06 Kohan Sherry Officer 15,000 $305.2K 2024-06-06 Fidelity Brokerage Services LLC — EDGAR
2024-05-20 Mendoza Tish Officer 66,250 $1.40M 2024-05-20 Fidelity Brokerage Services LLC — EDGAR
2024-05-20 Da Santos Bernerd Officer 66,250 $1.40M 2024-05-20 Fidelity Brokerage Services LLC — EDGAR
2023-12-13 Mendoza Tish Officer 21,678 $410.8K 2023-12-13 Fidelity Brokerage Services 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.
Recent SEC Filings
Latest: 2026-05-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-04-30 0000874761-26-000100 EDGAR
2026-04-16 0000874761-26-000075 EDGAR
2026-03-19 0001193125-26-116111 EDGAR
2026-03-02 0001193125-26-084157 EDGAR
2026-01-16 0000874761-26-000006 EDGAR
2025-11-04 0000874761-25-000086 EDGAR
2025-08-01 0000874761-25-000071 EDGAR
2025-06-02 0000950103-25-006759 EDGAR
2025-05-09 0000874761-25-000054 EDGAR
2025-05-01 0000874761-25-000037 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-03-02 0000874761-26-000063 EDGAR
2025-03-11 0000874761-25-000013 EDGAR
2024-02-26 0000874761-24-000011 EDGAR
2023-03-01 0000874761-23-000010 EDGAR
2022-02-28 0000874761-22-000022 EDGAR
2021-02-25 0000874761-21-000015 EDGAR
2020-02-28 0000874761-20-000012 EDGAR
2019-02-27 0000874761-19-000012 EDGAR
2018-02-27 0000874761-18-000014 EDGAR
2017-02-27 0000874761-17-000003 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-05 0000874761-26-000120 EDGAR
2025-11-04 0000874761-25-000084 EDGAR
2025-08-01 0000874761-25-000075 EDGAR
2025-05-01 0000874761-25-000035 EDGAR
2024-10-31 0000874761-24-000070 EDGAR
2024-08-01 0000874761-24-000054 EDGAR
2024-05-02 0000874761-24-000038 EDGAR
2023-11-02 0000874761-23-000080 EDGAR
2023-08-03 0000874761-23-000071 EDGAR
2023-05-04 0000874761-23-000039 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 Ratio5.5
P/B Ratio2.1
P/S Ratio0.8
EV/EBITDA10.9
TTM Revenue$13.1B
TTM Net Income$1.9B
TTM EPS$2.67
ROE38.7%
Dividend Yield4.77%
Debt/Equity6.72