GlobeNewswire Inc.T3·5mo ago
ALX Alexander's Inc.
XNYSStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups 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.
ALX
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Key stats
Related
About
- Industry (SIC)
- REAL ESTATE INVESTMENT TRUSTS (6798) · industry map
- Exchange
- XNYS
- Market Cap
- $1.2B
- Employees
- 103
- List Date
- 1969-10-07
- CIK
- 0000003499
- Next Earnings
- 2026-11-02
- EPS Forecast
- $8.20 (1 est.)
- Headquarters
- Paramus, NJ
- Homepage
- https://www.alx-inc.com
Alexander's Inc is a real estate investment trust engaged in leasing, managing, developing, and redeveloping its properties. It has five properties in the greater New York City metropolitan area. All of the revenues come from properties located in New York City, which include revenues from leasing of space to tenants at their properties and revenues from parking and tenant services.
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -2.24% | -1.27% | 7.10% | 1.67% | -3.20% | 11.90% | 2.33% |
| Feb | 0.40% | -3.64% | -7.71% | -1.21% | 13.05% | -4.73% | -0.64% |
| Mar | -0.14% | 2.29% | -9.45% | -1.36% | -2.32% | 0.25% | -1.79% |
| Apr | -2.51% | -4.91% | -5.31% | -2.29% | -2.04% | 10.66% | -1.07% |
| May | -2.73% | -1.64% | -11.74% | -2.19% | 7.89% | 0.72% | -1.62% |
| Jun | -3.40% | -8.47% | 9.60% | 5.69% | -1.56% | 11.54% | 2.23% |
| Jul | 2.74% | 6.32% | 4.85% | 11.70% | 10.29% | -8.63% | 4.54% |
| Aug | -3.63% | -4.21% | -0.36% | -2.52% | -6.08% | 3.78% | -2.17% |
| Sep | -3.42% | -9.95% | -5.26% | 5.44% | 2.80% | -7.76% | -3.02% |
| Oct | 5.54% | 11.33% | 5.45% | -4.82% | -7.00% | -4.17%* | 1.05% |
| Nov | -7.75% | 4.79% | -5.48% | -1.16% | -5.60% | -- | -3.04% |
| Dec | 1.90% | -9.37% | 15.18% | -11.23% | 2.05% | -- | -0.29% |
| Total | -14.82% | -19.22% | -6.85% | -4.05% | 6.10% | 11.36% | -4.58% |
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: $243.20
SMA 50: $255.73
SMA 200: $250.64
Current: $233.66
EMA 12: $239.75
EMA 26: $245.20
MACD: -5.4529 | Signal: -0.3930
BEARISH
ADX (14): 32.64
TREND
+DI: 13.08
−DI: 28.76
Momentum Oscillators
RSI (14): 24.45
OVERSOLD
Stoch %K: 5.11
Stoch %D: 5.90
Williams %R: -92.10
Volume & Volatility
BB Upper: $252.49
BB Lower: $233.91
OVERSOLD
OBV: 1,169,694
Vol SMA 20: 40,225
Vol ROC: -9.80%
ATR: $5.00
True Range: $4.32
HV 20: 12.8%
HV 30: 13.8%
HV 60: 21.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-18T00:00:00 – 2026-10-16T00:00:00
AI Analysis
LLM Stock Analysis Report: ALX
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 7/10)
Key Drivers: Strong technical signals, low volatility, and consistent dividend payments.
Primary Risks: Limited catalysts, relatively flat earnings growth, and potential regulatory changes affecting the REIT sector.
Investment Thesis: ALX is a stable dividend payer with a strong technical profile, suitable for income-focused investors seeking moderate returns. However, the stock's recent performance has been influenced by macroeconomic factors rather than company-specific news.
Recent News Sentiment Impact: The majority of recent news headlines have had a neutral or positive impact on the stock price, with some negative sentiment from earnings misses and sector concerns. These mixed signals are reflected in our NEUTRAL overall assessment.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Bullish
- Medium-term (1-3 months): Neutral
- Long-term (3-12 months): Bullish
Support/Resistance Levels: Key levels to monitor include the 50-day SMA ($250.20) and the upper Bollinger Band ($272.78).
Momentum Signals:
- RSI interpretation: Neutral (62.54)
- MACD signal: Bullish (4.70 / Signal: 0.21 / Histogram: 4.50)
- Bollinger Bands position: Neutral
Volume Analysis: The stock has seen moderate volume growth, with the OBV line trending upwards and a recent increase in trading activity.
News & Sentiment Analysis
Recent Headlines Summary: Most news headlines have been neutral or positive, with some negative sentiment from earnings misses and sector concerns.
Sentiment Assessment: The aggregate news sentiment is NEUTRAL, reflecting the mixed tone of recent headlines.
Catalyst Identification: There are no imminent catalysts driving the stock's movement. Earnings releases and regulatory changes may impact the stock in the future.
Market Narrative: Technical signals have driven the stock's performance more than company-specific news or market trends.
Risk & Volatility Assessment
Beta Interpretation: The stock has a low beta relative to the S&P 500 (0.26), indicating lower volatility and less correlation with market movements.
Volatility Regime: The current volatility level is relatively low, with historical volatility ranging from 21.1% to 28.8%.
Options Market Signals: There is no unusual options activity or IV premium vs HV30 data available.
Downside Protection: Support levels include the 50-day SMA ($250.20) and the lower Bollinger Band ($244.46).
Market Context & Positioning
Sector Performance: The REIT sector has been performing relatively flat, with some recent volatility driven by interest rate concerns.
Institutional Activity: There is moderate institutional interest in the stock, as indicated by volume patterns and OBV trends.
Correlation Analysis: The stock has a low correlation with market movements (R-squared: 0.10), suggesting it may be less affected by macroeconomic factors.
Relative Valuation: The stock's current price-to-earnings ratio is relatively high compared to historical levels, but still within the trading range.
Key Levels & Action Items
Critical Price Levels: Monitor the 50-day SMA ($250.20) and the upper Bollinger Band ($272.78).
Breakout/Breakdown Levels: A potential breakdown below $244.46 could signal increased risk, while a breakout above $272.78 may indicate further upside.
Time-Sensitive Catalysts: No immediate catalysts are driving the stock's movement.
Risk Management: Consider setting stop-loss levels around $250.20 and position sizing accordingly to manage risk.
Please let me know if you would like me to revise anything or if this meets your requirements!
Generated
News
All ALX news →
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ALX Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.2511
Alpha: 0.50%
Correlation: 0.1171
R-Squared: 1.4%
Stock Volatility: 27.3%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own ALX
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $5.7M | #1388 of 3138 | -19.2% | 13F | |
| Citadel Hedge fund Ken Griffin | $442K | #4617 of 6285 | -84.8% | 13F | |
| Point72 Hedge fund Steve Cohen | $241K | #1757 of 1945 | -85.1% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $21K | #3718 of 4729 | 0.0% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
ALX Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
ALX Insider Trading (Form 4)
Latest: 2026-06-10Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-06-10 | Russell B Wight Jr | Director | Sell (S) | −423 | $267.00 | -$112.9K | EDGAR |
| 2026-05-22 | Russell B Wight Jr | Director | Grant (A) | +505 RSU | — | EDGAR | |
| 2026-05-22 | David Mandelbaum | Director | Grant (A) | +505 RSU | — | EDGAR | |
| 2026-05-22 | Thomas R Dibenedetto | Director | Grant (A) | +505 RSU | — | EDGAR | |
| 2026-05-22 | Steven Roth | CHAIRMAN AND CEO | Grant (A) | +505 RSU | — | EDGAR | |
| 2026-05-22 | Wendy Silverstein | Director | Grant (A) | +505 RSU | — | EDGAR | |
| 2026-05-22 | Arthur Sonnenblick | Director | Grant (A) | +505 RSU | — | EDGAR | |
| 2026-05-22 | Mandakini Puri | Director | Grant (A) | +505 RSU | — | EDGAR | |
| 2025-05-23 | Russell B Wight Jr | Director | Grant (A) | +346 RSU | — | EDGAR | |
| 2025-05-23 | David Mandelbaum | Director | Grant (A) | +346 RSU | — | EDGAR | |
| 2025-05-23 | Arthur Sonnenblick | Director | Grant (A) | +346 RSU | — | EDGAR | |
| 2025-05-23 | Mandakini Puri | Director | Grant (A) | +346 RSU | — | EDGAR | |
| 2025-05-23 | Wendy Silverstein | Director | Grant (A) | +346 RSU | — | EDGAR | |
| 2025-05-23 | Thomas R Dibenedetto | Director | Grant (A) | +346 RSU | — | EDGAR | |
| 2025-05-23 | Steven Roth | CHAIRMAN AND CEO | Grant (A) | +346 RSU | — | 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.
ALX Insider Holdings
5 insiders · @ $233.66
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 | David Mandelbaum | Director | 1,362,305 | $318.32M | -$706.1K | 16 | 2026-05-22 |
| 2 | Russell B Wight Jr | Director | 210,900 | $49.28M | -$2.33M | 28 | 2026-06-10 |
| 3 | Steven Roth | CHAIRMAN AND CEO | 163,176 | $38.13M | $0 | 18 | 2026-05-22 |
| 4 | Thomas R Dibenedetto | Director | 10,400 | $2.43M | -$680.8K | 24 | 2026-05-22 |
| 5 | Arthur Sonnenblick | Director | 69 | $16.1K | -$2.01M | 20 | 2026-05-22 |
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.
ALX Proposed Insider Sales (Form 144)
Latest: 2026-06-09
? Form 144 Guide
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. 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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-09 | SAMANTHA ROSE WIGHT | DAUGHTER OF AFFILIATE RUSSELL B. WIGHT JR. | 423 | $112.9K | 2026-06-09 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
67 ETFs hold ALX
25 shown · $253.77M total exposure · 0.03% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IGF iShares Global Infrastructure ETF | iShares (BlackRock) | 0.55% | $57.2M | $10.5B | 2026-10-14 |
| 2 | VNQ Vanguard Real Estate ETF | Vanguard | 0.03% | $20.2M | — | 2026-09-30 |
| 3 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.00% | $18.9M | — | 2026-09-30 |
| 4 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $18.0M | — | 2026-09-30 |
| 5 | DIV Global X SuperDividend U.S. ETF | Global X | 2.08% | $15.9M | — | 2026-10-15 |
| 6 | IEFA iShares Core MSCI EAFE ETF | iShares (BlackRock) | 0.01% | $14.7M | $190.1B | 2026-10-14 |
| 7 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.02% | $14.1M | $78.9B | 2026-10-14 |
| 8 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.01% | $12.8M | — | 2026-09-30 |
| 9 | VEA Vanguard FTSE Developed Markets ETF | Vanguard | 0.00% | $12.7M | — | 2026-09-30 |
| 10 | SDIV Global X SuperDividend ETF | Global X | 1.05% | $12.4M | — | 2026-10-15 |
| 11 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.01% | $8.3M | — | 2026-09-30 |
| 12 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $5.8M | — | 2026-09-30 |
| 13 | GII State Street® SPDR® S&P® Global Infrastructure ETF | SPDR (State Street) | 0.55% | $5.0M | $922.6M | 2026-10-14 |
| 14 | SCZ iShares MSCI EAFE Small-Cap ETF | iShares (BlackRock) | 0.04% | $5.0M | $12.8B | 2026-10-14 |
| 15 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.04% | $4.8M | $13.6B | 2026-10-14 |
| 16 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.10% | $4.0M | $4.1B | 2026-10-14 |
| 17 | SCHH Schwab U.S. REIT ETF | Nport | 0.04% | $3.8M | — | 2026-05-31 |
| 18 | DFAR Dimensional US Real Estate ETF | Dimensional | 0.04% | $3.3M | — | 2026-10-14 |
| 19 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.02% | $3.1M | — | 2026-09-30 |
| 20 | VEU Vanguard FTSE All-World Ex-US ETF | Vanguard | 0.00% | $3.0M | — | 2026-09-30 |
| 21 | IXUS iShares Core MSCI Total International Stock ETF | iShares (BlackRock) | 0.01% | $3.0M | $58.0B | 2026-10-14 |
| 22 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $2.6M | — | 2026-05-31 |
| 23 | USRT iShares Core U.S. REIT ETF | iShares (BlackRock) | 0.05% | $1.9M | $4.2B | 2026-10-14 |
| 24 | IDEV iShares Core MSCI International Developed Markets ETF | iShares (BlackRock) | 0.01% | $1.7M | $33.4B | 2026-10-14 |
| 25 | FYC First Trust Small Cap Growth AlphaDEX® Fund | First Trust | 0.12% | $1.6M | $1.3B | 2026-10-14 |
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.