ALL The Allstate Corporation

XNYS 230.63 Delayed
Find condors

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.

ALL $230.63 —
Key stats
$230.63
52-Week Range
$188.08 – $277.22
YTD
+13.15%
IV Rank (30D)
57.52
Straddle Price
$17.65
P/C Vol Ratio
1.91
Market Cap
$56.6B
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)5.31%
Beta vs SPY0.63
Cost of Equity (CAPM)8.46% (VRP-adj)
WACC8.03%
Volatility Risk Premium+15.3pp (IV − HV30)
Effective Tax Rate22.0%
Rev. Growth (YoY, DCF input)+1.9%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.02 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$12.2B
Return on Equity (TTM)39.1%
Book / Price53.0% — banking bias active (P/B is primary)
Bank Quality Adj×1.86 (target ROE vs peer median)
Gross Margin (TTM)34.5%
FCF Margin (TTM)18.0%
Debt / Equity0.24
Quality Score4/6 — high quality (12y DCF)
SMA 50$251.24 (Market Anchor value)
SMA 20 / Bollinger Mid$236.34
Bollinger Width / SMA209.8% (drives anchor stability)
Net Debt$6.8B
Market Cap$60B
Peers used for multiples: CB, CINF, HIG, MET, PGR, TRV (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
63%
20-Day Fair Value
≈ by Nov 6, 2026
$233.87
α +1.4% rank 46%
conviction
77%
40-Day Fair Value
≈ by Dec 7, 2026
$236.86
α +2.7% rank 42%
conviction
74%
60-Day Fair Value
≈ by Jan 5, 2027
$235.59
α +2.1% rank 58%
conviction
63%
MethodImplied PriceWeightDetail
DCF $791.48 20%
DDM (Gordon) $65.34 0%
Peer P/E $841.91 6% median 9.8× · 6 peers
Peer EV/EBITDA n/a 0% median 7.9× · 6 peers
Peer P/B $237.50 9% median 2.0× · 6 peers
Peer P/S $703.96 3% median 1.5× · 6 peers
Market Anchor (SMA50) $251.24 41% stability 100% (BB-width)
Options Expected (B-L 30d) $224.53 20% 22 strikes · skew -0.92
As of 2026-10-08 · updated
About
Industry (SIC)
FIRE, MARINE & CASUALTY INSURANCE (6331)
Exchange
XNYS
Market Cap
$56.6B
Next Earnings
2026-11-04 (After-Close)

Allstate is one of the largest US property-casualty insurers in the US. Personal auto represents the largest percentage of revenue, but the company offers homeowners insurance and other insurance products. Allstate products are sold in North America primarily by about 6,000 exclusive agents.

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 -1.86% 23
Feb +1.17% 23
Mar +2.05% 23
Apr +3.33% 23
May +0.08% 23
Jun -0.35% 23
Jul +0.72% 23
Aug -0.60% 23
Sep +1.22% 24
Oct -1.52% 24
Nov +2.58% 23
Dec +2.91% 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: $235.28
SMA 50: $250.37
SMA 200: $225.11
Current: $230.63
EMA 12: $228.89
EMA 26: $236.62
MACD: -7.7261 | Signal: 0.1512
BEARISH
ADX (14): 38.23
TREND
+DI: 15.38
−DI: 29.48

Momentum Oscillators

RSI (14): 41.29
NEUTRAL
Stoch %K: 20.71
Stoch %D: 15.37
Williams %R: -65.24

Volume & Volatility

BB Upper: $261.81
BB Lower: $208.75
NEUTRAL
OBV: 1,207,605
Vol SMA 20: 2,455,126
Vol ROC: -41.78%
ATR: $5.19
True Range: $7.54
HV 20: 28.3%
HV 30: 25.4%
HV 60: 28.5%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-10T00:00:00 – 2026-10-08T00:00:00
AI Analysis

Here is the LLM Stock Analysis Prompt Template filled with the provided data:

Executive Summary

  • Overall assessment: NEUTRAL (6/10) - The stock has been trading in a range, with no clear trend or catalysts driving significant moves.
  • Key drivers and primary risks:
    • Technical indicators show a neutral RSI reading, suggesting a pause in the current uptrend.
    • Beta is negative, indicating the stock moves opposite to the market, which can be a risk factor for some investors.
  • 2-3 sentence investment thesis: The stock's recent performance has been driven by earnings beats and positive news sentiment. However, the lack of clear trend direction and moderate volatility may not be appealing to all investors.
  • Recent news sentiment impact: Positive news headlines about earnings and dividends have contributed to the current market price.

Technical Analysis

  • Trend Direction: Short-term (1-4 weeks): NEUTRAL - The stock is trading within a range, with no clear trend direction.
  • Support/Resistance Levels: Key price levels from moving averages and technical patterns:
    • SMA 20: $215.34
    • SMA 50: $214.90
    • SMA 200: $207.31
  • Momentum Signals:
    • RSI interpretation (overbought >70, oversold <30, neutral 30-70): Neutral - The current RSI reading of 57.48 is within the neutral zone.
    • MACD signal (bullish/bearish crossover): Bullish - The MACD is above the signal line, indicating bullish momentum.
    • Bollinger Bands position (squeeze, breakout, mean reversion): Squeeze - The stock's price has been trading near the middle band, suggesting a pause in the current trend.
  • Volume Analysis: Volume trends and institutional interest signals:
    • Volume SMA 20: 1702621.40
    • On-Balance Volume (OBV): 45288821.75
    • Volume Rate of Change: -64.43%

News & Sentiment Analysis

  • Recent Headlines Summary: Key themes from last 10 news articles:
    • Positive earnings beats and dividend announcements.
    • Neutral commentary on the insurance industry.
  • Sentiment Assessment: Aggregate news sentiment (positive/negative/neutral): POSITIVE
  • Catalyst Identification: Upcoming events, earnings, product launches, regulatory changes: No specific catalysts identified.

Risk & Volatility Assessment

  • Beta Interpretation: Risk relative to market (beta >1.2 = high risk, <0.8 = defensive): -0.11 (vs SPY) - The stock moves opposite to the market.
  • Volatility Regime: Current vs historical volatility levels: Moderate volatility compared to historical averages.
  • Options Market Signals: IV rank, put/call ratios, unusual activity:
    • IV Rank: 19.6% (Low)
    • Put/Call Volume Ratio: 4.48 (Bearish sentiment)

Market Context & Positioning

  • Sector Performance: Relative strength vs sector/market: No specific information provided.
  • Institutional Activity: Volume patterns suggesting institutional interest:
    • Volume SMA 20: 1702621.40
    • On-Balance Volume (OBV): 45288821.75
  • Correlation Analysis: How stock moves relative to market (R-squared interpretation): No specific information provided.
  • Relative Valuation: Position within trading range: The stock is trading near the middle band, suggesting a pause in the current trend.

Key Levels & Action Items

  • Critical Price Levels: Support/resistance to monitor:
    • SMA 20: $215.34
    • SMA 50: $214.90
  • Breakout/Breakdown Levels: Technical levels that could trigger significant moves:
    • Upper Bollinger Band: $226.94
    • Lower Bollinger Band: $203.74
  • Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches: No specific catalysts identified.
  • Risk Management: Stop-loss levels and position sizing considerations:
    • Consider setting stop-loss orders near the SMA 20 or SMA 50.

Please let me know if you have any questions or need further clarification on my analysis.

Generated
Earnings History
7 of 8 under expected move
Avg Expected Move
5.42%
Avg Actual Move
2.54%
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
2024-10-30 After-Close 5.30% 4.58% 0.86x Within
2025-02-05 After-Close 4.85% 0.84% 0.17x Within
2025-04-30 After-Close 5.60% 0.59% 0.11x Within
2025-07-30 After-Close 5.68% 5.86% 1.03x Exceeded
2025-11-05 After-Close 5.49% 1.60% 0.29x Within
2026-02-04 After-Close 5.10% 3.72% 0.73x Within
2026-04-29 After-Close 4.97% 2.32% 0.47x Within
2026-08-05 Pre-Market 6.34% 0.77% 0.12x Within

Earnings calendar: this week’s reports with expected vs actual moves →

ALL Options Activity & IV Rank

ALL IV rank history, 52-week IV rank and IV percentile →

IV Rank (30D)
57.52
IV Rank (7D)
40.11
IV (30D ATM)
27.9%
Straddle (30D)
$17.65
Straddle (7D)
$7.38
P/C Volume
1.91
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)
-0.38
Correlation (SPY)
-19.2%
R²
0.04
Ann. Volatility
25.4%
SPY Volatility
13.0%

Negative beta - stock moves opposite to market

Beta & Alpha Over Time

ALL Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 266,000,000 (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.

1,830 filers247,267,830 shares$57.81B value92.96% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 33,221,772 $6.92B 11.96% 12.49% 2025-12-31
2 BlackRock, Inc. Custodian 22,860,586 $5.44B 9.41% 8.59% 2026-06-30
3 Vanguard Capital Management LLC 16,810,820 $4.00B 6.92% 6.32% 2026-06-30
4 Vanguard Portfolio Management LLC 13,614,924 $3.24B 5.60% 5.12% 2026-06-30
5 State Street Corp 12,510,392 $2.99B 5.17% 4.70% 2026-06-30
6 Franklin Resources, Inc. Custodian 8,696,007 $2.07B 3.58% 3.27% 2026-06-30
7 Geode Capital Management, LLC Custodian 8,158,947 $1.95B 3.37% 3.07% 2026-06-30
8 T. Rowe Price Associates, Inc. 7,929,054 $1.89B 3.26% 2.98% 2026-06-30
9 Bank of America Corp Custodian 5,927,387 $1.41B 2.44% 2.23% 2026-06-30
10 GQG Partners LLC 5,235,375 $1.25B 2.15% 1.97% 2026-06-30
11 Deutsche Bank AG Custodian 4,239,087 $1.01B 1.74% 1.59% 2026-06-30
12 Morgan Stanley Custodian 3,666,312 $872.36M 1.51% 1.38% 2026-06-30
13 Invesco Ltd. Custodian 3,598,458 $856.22M 1.48% 1.35% 2026-06-30
14 Northern Trust Corp Custodian 3,078,480 $732.49M 1.27% 1.16% 2026-06-30
15 Dimensional Fund Advisors LP Custodian 3,071,488 $730.90M 1.26% 1.15% 2026-06-30
16 Raymond James Financial, Inc. Custodian 2,912,259 $692.94M 1.20% 1.09% 2026-06-30
17 Goldman Sachs Group Inc Custodian 2,622,964 $624.11M 1.08% 0.99% 2026-06-30
18 Boston Partners 2,565,357 $611.77M 1.06% 0.96% 2026-06-30
19 First Trust Advisors LP 2,438,113 $580.12M 1.00% 0.92% 2026-06-30
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 2,167,998 $515.85M 0.89% 0.81% 2026-06-30
21 Ameriprise Financial, Inc. Custodian 2,029,241 $482.96M 0.84% 0.76% 2026-06-30
22 Legal & General Group Plc Custodian 1,913,516 $455.30M 0.79% 0.72% 2026-06-30
23 Charles Schwab Investment Management, Inc. 1,856,753 $441.80M 0.76% 0.70% 2026-06-30
24 Arrowstreet Capital, Limited Partnership 1,831,091 $435.69M 0.75% 0.69% 2026-06-30
25 American Century Companies, Inc. 1,803,390 $429.10M 0.74% 0.68% 2026-06-30
27 filers$231.45M notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $84.47M 36.49% 2026-06-30
2 Susquehanna International Group, LLP Custodian $36.12M 15.61% 2026-06-30
3 Citadel Advisors LLC Custodian $27.41M 11.84% 2026-06-30
4 BNP Paribas Financial Markets Custodian $12.16M 5.25% 2026-06-30
5 Twin Tree Management, LP $11.11M 4.80% 2026-06-30
6 Wolverine Trading, LLC Custodian $9.87M 4.26% 2025-09-30
7 Walleye Trading LLC $9.37M 4.05% 2026-06-30
8 Alphadyne Asset Management LP $9.16M 3.96% 2026-06-30
9 Squarepoint Ops LLC $4.40M 1.90% 2026-06-30
10 Barclays PLC Custodian $3.88M 1.68% 2026-06-30
11 Millennium Management LLC Custodian $2.88M 1.24% 2026-06-30
12 NOMURA HOLDINGS INC $2.86M 1.23% 2026-06-30
13 Point72 Asset Management, L.P. $2.55M 1.10% 2026-06-30
14 CAPSTONE INVESTMENT ADVISORS, LLC $2.21M 0.96% 2026-06-30
15 Balyasny Asset Management L.P. $2.19M 0.95% 2026-06-30
16 TUDOR INVESTMENT CORP ET AL $1.83M 0.79% 2026-06-30
17 PEAK6 LLC $1.81M 0.78% 2026-06-30
18 Cubist Systematic Strategies, LLC $1.67M 0.72% 2025-09-30
19 Walleye Capital LLC $1.26M 0.54% 2026-06-30
20 Allianz Asset Management GmbH $1.14M 0.49% 2026-06-30
21 CenterStar Asset Management, LLC $1.05M 0.45% 2026-06-30
22 READYSTATE ASSET MANAGEMENT LP $951.76K 0.41% 2026-06-30
23 Two Sigma Investments, LP Custodian $428.29K 0.18% 2026-06-30
24 Qube Research & Technologies Ltd $285.53K 0.12% 2026-06-30
25 Bank of Montreal Custodian $214.15K 0.09% 2026-06-30
28 filers$239.95M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $71.45M 29.78% 2026-06-30
2 BNP Paribas Financial Markets Custodian $33.38M 13.91% 2026-06-30
3 Jane Street Group, LLC Custodian $33.12M 13.80% 2026-06-30
4 Citadel Advisors LLC Custodian $15.18M 6.33% 2026-06-30
5 Alphadyne Asset Management LP $14.32M 5.97% 2026-06-30
6 Wolverine Trading, LLC Custodian $11.83M 4.93% 2025-09-30
7 Interval Partners, LP $10.33M 4.30% 2026-06-30
8 Barclays PLC Custodian $9.87M 4.12% 2026-06-30
9 Bayview Asset Management, LLC $5.95M 2.48% 2026-06-30
10 PEAK6 LLC $4.43M 1.84% 2026-06-30
11 Walleye Trading LLC $4.16M 1.74% 2026-06-30
12 CAPSTONE INVESTMENT ADVISORS, LLC $4.16M 1.74% 2026-06-30
13 HSBC Holdings plc Custodian $3.64M 1.52% 2026-06-30
14 Millennium Management LLC Custodian $3.24M 1.35% 2026-06-30
15 Squarepoint Ops LLC $3.14M 1.31% 2026-06-30
16 NOMURA HOLDINGS INC $2.86M 1.19% 2026-06-30
17 Point72 Asset Management, L.P. $2.69M 1.12% 2026-06-30
18 Allianz Asset Management GmbH $1.69M 0.70% 2026-06-30
19 Walleye Capital LLC $1.19M 0.50% 2026-06-30
20 READYSTATE ASSET MANAGEMENT LP $951.76K 0.40% 2026-06-30
21 Cubist Systematic Strategies, LLC $794.21K 0.33% 2025-09-30
22 MISSION WEALTH MANAGEMENT, LP $428.29K 0.18% 2026-06-30
23 Two Sigma Investments, LP Custodian $285.53K 0.12% 2026-06-30
24 CenterStar Asset Management, LLC $285.53K 0.12% 2026-06-30
25 Bank of Montreal Custodian $261.73K 0.11% 2026-06-30

ALL Insider Trading (Form 4)

Latest: 2026-10-06
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
2026-10-06 Mario Rizzo Mixed +11 $223.74 -$1.8K EDGAR
2026-10-06 John E Dugenske Mixed +880 $223.74 -$156.8K EDGAR
2026-10-06 Zulfikar Jeevanjee Mixed +1,326 $223.74 -$233.8K EDGAR
2026-10-06 Jesse E Merten Mixed +10 $223.74 -$1.8K EDGAR
2026-10-05 Margaret M Keane Director Award (A) +150 $224.41 $33.7K EDGAR
2026-10-05 Perry M Traquina Director Award (A) +183 $224.41 $41.1K EDGAR
2026-10-05 Jacques P Perold Director Award (A) +189 $224.41 $42.4K EDGAR
2026-09-08 Christian M. Lown Chief Financial Officer Grant (A) +20,398 RSU — EDGAR
2026-09-08 Margaret M Keane Director Gift (G) −944 — EDGAR
2026-09-08 Zulfikar Jeevanjee Mixed +270 $259.57 -$55.3K EDGAR
2026-08-12 Mario Rizzo Mixed — $178.47 -$9.67M EDGAR
2026-08-11 John E Dugenske Sell (S) −32,996 $269.33 -$8.89M EDGAR
2026-07-07 Margaret M Keane Director Award (A) +138 $243.12 $33.6K EDGAR
2026-07-06 Jacques P Perold Director Award (A) +174 $243.12 $42.3K EDGAR
2026-07-06 Perry M Traquina Director Award (A) +169 $243.12 $41.1K 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.

ALL Insider Holdings

21 insiders · @ $230.63
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 Suren Gupta 111,074 $25.62M -$51.59M 53 2026-02-26
2 Thomas J Wilson Chairman, President & CEO 107,625 $24.82M -$294.73M 99 2026-05-11
3 Mario Rizzo 83,930 $19.36M -$28.46M 30 2026-10-06
4 Jesse E Merten 40,326 $9.30M -$31.43M 35 2026-10-06
5 Elizabeth Brady 28,728 $6.63M -$8.86M 18 2026-02-26
6 Mark Q Prindiville 27,558 $6.36M -$4.04M 21 2026-05-27
7 Zulfikar Jeevanjee 18,742 $4.32M $0 14 2026-10-06
8 Margaret M Keane Director 17,749 $4.09M $0 47 2026-10-05
9 John E Dugenske Chief Financial Officer 14,978 $3.45M -$41.64M 27 2026-10-06
10 Christine M. DeBiase EVP, CLO and General Counsel 12,066 $2.78M $0 12 2026-02-26
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.

ALL Proposed Insider Sales (Form 144)

Latest: 2026-08-11
Last 30d: 0 filings  ·  Last 90d: 2 filings · $23.8M notice value · 2 unique filers

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: Rizzo Mario (1, $14.9M) · Dugenske John E (1, $8.9M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-11 Rizzo Mario Officer 56,225 $14.87M 2026-08-11 Fidelity Brokerage Services LLC — EDGAR
2026-08-07 Dugenske John E Officer 32,996 $8.89M 2026-08-07 Fidelity Brokerage Services LLC — EDGAR
2026-06-22 Prindiville Mark Q Officer 5,162 $1.15M 2026-06-22 Fidelity Brokerage Services LLC — EDGAR
2026-06-12 Brady Elizabeth Officer 13,301 $2.94M 2026-06-12 Fidelity Brokerage Services LLC — EDGAR
2026-06-11 Brady Elizabeth Officer 37,983 $8.43M 2026-06-11 Fidelity Brokerage Services LLC — EDGAR
2026-06-05 Prindiville Mark Q Officer 4,500 $990.2K 2026-06-05 Fidelity Brokerage Services LLC — EDGAR
2026-06-01 REDMOND ANDREA Director 2,225 $451.5K 2026-06-01 Fidelity Brokerage Services LLC — EDGAR
2026-05-26 SPRIESER JUDITH A Director 33,730 $7.26M 2026-05-26 Fidelity Brokerage Services LLC — EDGAR
2026-05-22 Prindiville Mark Q Officer 1,550 $335.2K 2026-05-22 Fidelity Brokerage Services LLC — EDGAR
2026-05-01 Rizzo Mario Officer 18,578 $4.06M 2026-05-01 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. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-27
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-27 0000899051-26-000081 EDGAR
2026-05-21 0000899051-26-000079 EDGAR
2026-04-29 0000899051-26-000074 EDGAR
2026-04-16 0000899051-26-000067 EDGAR
2026-03-19 0000899051-26-000055 EDGAR
2026-02-19 0000899051-26-000029 EDGAR
2026-02-04 0000899051-26-000013 EDGAR
2026-01-15 0000899051-26-000009 EDGAR
2025-12-18 0000899051-25-000126 EDGAR
2025-11-20 0000899051-25-000109 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-20 0000899051-26-000031 EDGAR
2025-02-24 0000899051-25-000015 EDGAR
2024-02-21 0000899051-24-000013 EDGAR
2023-02-16 0000899051-23-000020 EDGAR
2022-02-18 0000899051-22-000015 EDGAR
2021-02-22 0000899051-21-000011 EDGAR
2020-02-21 0000899051-20-000013 EDGAR
2019-02-15 0000899051-19-000007 EDGAR
2018-02-26 0000899051-18-000007 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-29 0000899051-26-000075 EDGAR
2025-11-05 0000899051-25-000102 EDGAR
2025-07-30 0000899051-25-000070 EDGAR
2025-04-30 0000899051-25-000042 EDGAR
2024-10-30 0000899051-24-000083 EDGAR
2024-07-31 0000899051-24-000054 EDGAR
2024-05-01 0000899051-24-000024 EDGAR
2023-11-01 0000899051-23-000076 EDGAR
2023-08-01 0000899051-23-000063 EDGAR
2023-05-03 0000899051-23-000037 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 Ratio5.1
P/B Ratio1.7
P/S Ratio0.8
EV/EBITDA3.7
TTM Revenue$68.2B
TTM Net Income$12.0B
TTM EPS$45.26
ROE39.1%
Dividend Yield2.09%
Debt/Equity0.22