AR ANTERO RESOURCES CORPORATION
XNYS 42.09 DelayedStock 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.
AR
$42.09
—
Key stats
$42.09
- 52-Week Range
- $30.11 – $45.75
- YTD
- +23.03%
- IV Rank (30D)
- 46.94
- Straddle Price
- $3.38
- P/C Vol Ratio
- 0.22
- Market Cap
- $12.7B
- Open
- $41.33
- Day Range
- $41.14 – $42.30
- Volume
- 5,483,181
- Prev Close
- $41.20
Fair Value
MODEL: NEUTRAL
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) | 4.99% |
| Beta vs SPY | 0.82 |
| Cost of Equity (CAPM) | 9.11% (VRP-adj) |
| WACC | 8.52% |
| Volatility Risk Premium | +12.2pp (IV − HV30) |
| Effective Tax Rate | 23.1% |
| Rev. Growth (YoY, DCF input) | +28.5% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.8B |
| Return on Equity (TTM) | 13.0% |
| Book / Price | 64.8% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 47.3% |
| FCF Margin (TTM) | 12.5% |
| Debt / Equity | 0.29 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +5.1% (reverse-DCF on current price) |
| SMA 50 | $37.47 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $38.01 |
| Bollinger Width / SMA20 | 66.8% (drives anchor stability) |
| Net Debt | $2.4B |
| Market Cap | $13B |
Peers used for multiples: COP, DVN, EOG, EQT, EXE, FANG, OVV
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
0%
20-Day Fair Value
≈ by Nov 30, 2026
$42.51
α +1.0%
rank 79%
conviction
64%
40-Day Fair Value
≈ by Dec 29, 2026
$42.36
α +0.7%
rank 77%
conviction
22%
60-Day Fair Value
≈ by Jan 27, 2027
$42.08
α +0.0%
rank 81%
conviction
0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $180.98 | 22% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $65.80 | 7% | median 17.2× · 7 peers |
| Peer EV/EBITDA | $40.63 | 7% | median 6.0× · 7 peers |
| Peer P/B | $40.60 | 7% | median 1.5× · 7 peers |
| Peer P/S | $61.94 | 7% | median 2.9× · 7 peers |
| Market Anchor (SMA50) | $37.47 | 30% | stability 68% (BB-width) |
| Options Expected (B-L 30d) | $41.16 | 22% | 23 strikes · skew +0.19 |
As of 2026-10-30 · updated
Related
About
- Industry (SIC)
- CRUDE PETROLEUM & NATURAL GAS (1311) · industry map
- Exchange
- XNYS
- Market Cap
- $12.7B
- Employees
- 632
- List Date
- 2013-10-10
- CIK
- 0001433270
- Headquarters
- Denver, CO
- Homepage
- https://www.anteroresources.com
Antero Resources is an exploration and production firm whose operations represent a pure play in the Marcellus Shale, located in northern West Virginia. The company started in 2002 as an E&P focused on the Barnett Shale (Fort Worth, Texas). Antero redefined itself in Appalachia's Marcellus Shale in 2005. In 2012, shortly before Antero's 2013 IPO, Antero Midstream Partners was formed to handle the company's rapidly growing gas volumes. In 2026, the firm narrowed its focus further by selling its Ohio Utica assets and using the proceeds to acquire additional Marcellus acreage from HG Energy. Just…
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
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 22.83% | 10.15% | 1.48% | -1.24% | 4.92% | 6.31% | 7.41% |
| Feb | 24.65% | 14.14% | -6.16% | 15.97% | -4.25% | 9.55% | 8.98% |
| Mar | 4.08% | 27.79% | -12.77% | 11.88% | 11.87% | 14.46% | 9.55% |
| Apr | -16.94% | 13.29% | -2.91% | 15.72% | -14.88% | -3.92% | -1.61% |
| May | 31.87% | 21.96% | -7.40% | 9.09% | 8.08% | -8.07% | 9.26% |
| Jun | 11.75% | -31.11% | 14.24% | -7.06% | 4.22% | -4.41% | -2.06% |
| Jul | -9.69% | 28.95% | 15.70% | -9.68% | -7.25% | 3.72% | 3.62% |
| Aug | 5.13% | 2.01% | 2.03% | -6.19% | -5.20% | 5.48% | 0.54% |
| Sep | 28.13% | -21.46% | -9.97% | 11.74% | 3.42% | -16.13% | -0.71% |
| Oct | 3.60% | 17.92% | 21.70% | -9.70% | -11.64% | 23.66%* | 7.59% |
| Nov | -13.84% | 1.42% | -20.65% | 28.00% | 9.93% | -- | 0.97% |
| Dec | 10.55% | -12.33% | -5.03% | 10.25% | -3.64% | -- | -0.04% |
| Total | 134.15% | 65.65% | -16.84% | 81.38% | -8.29% | 27.71% | 47.29% |
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: $38.41
SMA 50: $37.56
SMA 200: $36.82
Current: $42.08
EMA 12: $40.15
EMA 26: $38.64
MACD: 1.5136 | Signal: 0.4654
BULLISH
ADX (14): 26.64
TREND
+DI: 31.03
−DI: 17.27
Momentum Oscillators
RSI (14): 70.33
OVERBOUGHT
Stoch %K: 86.12
Stoch %D: 90.18
Williams %R: -9.82
Volume & Volatility
BB Upper: $43.19
BB Lower: $33.62
NEUTRAL
OBV: 172,924,121
Vol SMA 20: 4,581,192
Vol ROC: 5.27%
ATR: $1.31
True Range: $1.16
HV 20: 31.8%
HV 30: 33.8%
HV 60: 36.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary Overall Assessment: NEUTRAL (Confidence Level: 6/10) Key Drivers: Technical signals are neutral, but recent news headlines suggest positive sentiment. Primary Risks: Volatility and potential for a price correction.
Investment Thesis: The stock is currently trading in a range, with technical indicators suggesting a neutral bias. Recent news headlines have been positive, which may support further gains. However, volatility remains high, and the options market suggests a moderate risk level.
Recent News Sentiment Impact: The recent news headlines are generally positive, which has contributed to the stock's current upward trend.
Technical Analysis Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): BEARISH
- Long-term (3-12 months): BULLISH
Support/Resistance Levels: The stock is currently trading near its 50-day moving average, which could serve as a potential support level.
Momentum Signals:
- RSI interpretation: NEUTRAL (59.40)
- MACD signal: BULLISH (0.66 / Signal: 0.27 / Histogram: 0.39)
- Bollinger Bands position: NEUTRAL (signal line is at the middle band)
Volume Analysis: Volume has been decreasing, indicating a potential lack of conviction in the current trend.
News & Sentiment Analysis Recent Headlines Summary: The recent news headlines are generally positive, with mentions of Nike, Boston Scientific, and Sysco being among top losers last week. However, some headlines suggest that the market may be pricing in some negative sentiment.
Sentiment Assessment: The overall sentiment is NEUTRAL, with a slight lean towards positivity.
Catalyst Identification: The recent news headlines have been positive, which could support further gains.
Market Narrative: The current trend is being driven by positive news headlines and technical signals suggesting a moderate upward bias. However, the options market suggests that there may be some risk associated with this trend.
Risk & Volatility Assessment Beta Interpretation: The stock has a negative beta (-0.09), indicating that it tends to move in the opposite direction of the broader market.
Volatility Regime: The current volatility level is HIGH (Historical Volatility: 40.6%).
Options Market Signals: IV rank: MEDIUM (25.6%) Put/Call Volume Ratio: NEUTRAL (1.12) Market Expectation: The options market is pricing a $2.50 move by expiration.
Downside Protection: The stock has some support near its 50-day moving average, which could serve as a potential floor if the price were to decline.
Market Context & Positioning Sector Performance: The sector has been performing relatively well, with some stocks showing strength.
Institutional Activity: There is some institutional activity in the options market, but it is not overly dominant.
Correlation Analysis: The stock's correlation with the broader market is NEARLY NEGATIVE (-0.03).
Relative Valuation: The stock is currently trading at a premium compared to its historical average.
Key Levels & Action Items Critical Price Levels:
- Support: $34.95 (50-day moving average)
- Resistance: $38.16 (upper Bollinger Band)
Breakout/Breakdown Levels: None identified
Time-Sensitive Catalysts: Earnings are not scheduled in the near future, but some news headlines may continue to drive price movements.
Risk Management: A stop-loss level could be set near the 50-day moving average ($34.95) to limit potential losses if the stock were to decline. Position sizing considerations would depend on individual risk tolerance and market conditions.
Generated
News
All AR news →
Record production of 4.2 Bcfe/d and $215M free cash flow signal margin expansion ahead.
George Seay of Annandale Capital says the market is “tired” and earnings will decide whether stocks can rally into year-end. He shares the AI and energy stocks he likes, including Micron ($MU), Microsoft ($MSFT) and Antero Resources ($AR), and how he’d split new cash today.
Showing 1–10 of 11
Page 1 of 2
Earnings History
20 of 24 under expected move
Avg Expected Move
7.39%
Avg Actual Move
3.67%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-17 | After-Close | 9.71% | 8.38% | 0.86x | Within |
| 2021-04-28 | After-Close | 15.83% | 9.05% | 0.57x | Within |
| 2021-07-28 | After-Close | 14.55% | 1.45% | 0.10x | Within |
| 2021-10-27 | After-Close | 14.98% | 1.65% | 0.11x | Within |
| 2022-02-16 | After-Close | 7.76% | 2.62% | 0.34x | Within |
| 2022-04-27 | After-Close | 16.26% | 7.04% | 0.43x | Within |
| 2022-07-27 | After-Close | 6.69% | 3.28% | 0.49x | Within |
| 2022-10-26 | After-Close | 6.23% | 0.87% | 0.14x | Within |
| 2023-02-15 | After-Close | 5.98% | 1.33% | 0.22x | Within |
| 2023-04-26 | After-Close | 5.55% | 0.09% | 0.02x | Within |
| 2023-07-26 | After-Close | 5.18% | 3.55% | 0.69x | Within |
| 2023-10-25 | After-Close | 4.48% | 4.80% | 1.07x | Exceeded |
| 2024-02-14 | After-Close | 5.09% | 10.89% | 2.14x | Exceeded |
| 2024-04-24 | After-Close | 4.13% | 6.20% | 1.50x | Exceeded |
| 2024-07-31 | After-Close | 5.03% | 0.86% | 0.17x | Within |
| 2024-10-30 | After-Close | 5.78% | 8.29% | 1.43x | Exceeded |
| 2025-02-12 | After-Close | 5.45% | 1.96% | 0.36x | Within |
| 2025-04-30 | After-Close | 6.46% | 0.52% | 0.08x | Within |
| 2025-07-30 | After-Close | 4.21% | 3.28% | 0.78x | Within |
| 2025-10-29 | After-Close | 6.96% | 5.03% | 0.72x | Within |
| 2026-02-11 | After-Close | 6.34% | 3.70% | 0.58x | Within |
| 2026-04-29 | After-Close | 5.19% | 0.64% | 0.12x | Within |
| 2026-07-29 | After-Close | 5.12% | 0.46% | 0.09x | Within |
| 2026-10-28 | After-Close | 4.45% | 2.16% | 0.49x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
AR Options Activity & IV Rank
AR IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 36.4%
7-DTE IV: 44.0%
Expected Move: $3.38
7-DTE Move: $2.08
Days to Exp: 28 (2026-11-27)
Options Flow
Call Volume: 159
Put Volume: 35
P/C Volume: 0.22
BULLISH
Call OI: 130
Put OI: 206
P/C OI: 1.585
Total OI: 336
ATM Options Pricing
ATM Call: $1.70
ATM Put: $1.68
Call %: 4.0%
Put %: 4.0%
Chain Summary
Chain Volume: 8,085
Chain OI: 94,206
Last Updated: 10/30/2026
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.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 90th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
90%
vs own history
GEX tilt
+0.57
OI-weighted, today
Vanna tilt
+0.43
δ-sensitivity to IV
Charm tilt
-0.45
δ-decay vs time
Vanna tilt +0.43: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.45: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 116 ATM contracts, 40k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
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
100%
+19.8
pts
EXTREME
as of Oct 30 · ATM 37.8% / Wing 57.7%
30 DTE / 10d
92%
+12.1
pts
EXTREME
as of Oct 30 · ATM 36.3% / Wing 48.4%
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)49.4MediumOct 30
IV Rank (30 DTE)46.9MediumOct 30
Straddle Price (30 DTE)$3.38Oct 30
Beta Analysis
Risk Metrics
Beta: -0.4183
Alpha: 45.75%
Correlation: -0.1420
R-Squared: 2.0%
Stock Volatility: 37.7%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own AR
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $96.6M | #417 of 6285 | +69.3% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $74.5M | #442 of 3716 | +658.9% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $53.0M | #76 of 997 | +793.4% | 13F | |
| Point72 Hedge fund Steve Cohen | $18.5M | #605 of 1945 | new | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $17.7M | #764 of 3138 | +2.3% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $778K | #1850 of 4729 | -48.9% | 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
AR Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 310,280,750 (as of 2026-09-30)
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.
27 filers$158.87M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | MASTERS CAPITAL MANAGEMENT LLC | $35.14M | 22.12% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $26.28M | 16.54% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $19.31M | 12.16% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $16.69M | 10.50% | 2026-06-30 |
| 5 | DeepCurrents Investment Group LLC | $9.31M | 5.86% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $8.24M | 5.19% | 2025-09-30 |
| 7 | Millennium Management LLC Custodian | $5.27M | 3.32% | 2026-06-30 |
| 8 | Goldman Sachs Group Inc Custodian | $4.40M | 2.77% | 2026-06-30 |
| 9 | CAPITAL FUND MANAGEMENT S.A. | $4.10M | 2.58% | 2026-06-30 |
| 10 | BNP Paribas Financial Markets Custodian | $4.02M | 2.53% | 2026-06-30 |
| 11 | Walleye Capital LLC | $3.97M | 2.50% | 2026-06-30 |
| 12 | Point72 Asset Management, L.P. | $3.76M | 2.37% | 2026-06-30 |
| 13 | PEAK6 LLC | $3.24M | 2.04% | 2026-06-30 |
| 14 | Walleye Trading LLC | $3.10M | 1.95% | 2026-06-30 |
| 15 | NOMURA HOLDINGS INC | $2.64M | 1.66% | 2026-06-30 |
| 16 | Verition Fund Management LLC | $2.34M | 1.47% | 2026-06-30 |
| 17 | Alphadyne Asset Management LP | $1.54M | 0.97% | 2026-06-30 |
| 18 | Balyasny Asset Management L.P. | $1.41M | 0.89% | 2026-06-30 |
| 19 | COMPASS FINANCIAL MANAGEMENT LLC | $985.00K | 0.62% | 2026-09-30 |
| 20 | LMR Partners LLP | $962.84K | 0.61% | 2026-06-30 |
| 21 | D. E. Shaw & Co., Inc. Custodian | $593.87K | 0.37% | 2026-06-30 |
| 22 | Two Sigma Investments, LP Custodian | $537.64K | 0.34% | 2026-06-30 |
| 23 | SIG BROKERAGE, LP | $527.10K | 0.33% | 2026-06-30 |
| 24 | Cubist Systematic Strategies, LLC | $345.67K | 0.22% | 2025-09-30 |
| 25 | Qube Research & Technologies Ltd | $115.96K | 0.07% | 2026-06-30 |
25 filers$369.72M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $214.66M | 58.06% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $32.40M | 8.76% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $19.75M | 5.34% | 2026-06-30 |
| 4 | Parallax Volatility Advisers, L.P. | $15.34M | 4.15% | 2026-06-30 |
| 5 | Citigroup Inc. Custodian | $14.06M | 3.80% | 2026-06-30 |
| 6 | Walleye Trading LLC | $13.10M | 3.54% | 2026-06-30 |
| 7 | Caption Management, LLC | $12.65M | 3.42% | 2026-06-30 |
| 8 | Ripple Effect Asset Management LP | $10.19M | 2.76% | 2026-06-30 |
| 9 | Goldman Sachs Group Inc Custodian | $6.86M | 1.85% | 2026-06-30 |
| 10 | Wolverine Trading, LLC Custodian | $5.85M | 1.58% | 2025-09-30 |
| 11 | Twin Tree Management, LP | $4.19M | 1.13% | 2026-06-30 |
| 12 | Point72 Asset Management, L.P. | $3.90M | 1.06% | 2026-06-30 |
| 13 | CAPITAL FUND MANAGEMENT S.A. | $2.94M | 0.80% | 2026-06-30 |
| 14 | Balyasny Asset Management L.P. | $2.69M | 0.73% | 2026-06-30 |
| 15 | D. E. Shaw & Co., Inc. Custodian | $2.42M | 0.65% | 2026-06-30 |
| 16 | TUDOR INVESTMENT CORP ET AL | $2.34M | 0.63% | 2026-06-30 |
| 17 | Walleye Capital LLC | $1.64M | 0.44% | 2026-06-30 |
| 18 | Verition Fund Management LLC | $1.30M | 0.35% | 2026-06-30 |
| 19 | Alphadyne Asset Management LP | $1.10M | 0.30% | 2026-06-30 |
| 20 | LMR Partners LLP | $962.84K | 0.26% | 2026-06-30 |
| 21 | Two Sigma Investments, LP Custodian | $586.84K | 0.16% | 2026-06-30 |
| 22 | Aptus Capital Advisors, LLC | $351.40K | 0.10% | 2026-06-30 |
| 23 | Cubist Systematic Strategies, LLC | $345.67K | 0.09% | 2025-09-30 |
| 24 | UBS Group AG Custodian | $87.85K | 0.02% | 2026-06-30 |
| 25 | Qube Research & Technologies Ltd | $14.06K | <0.01% | 2026-06-30 |
AR Insider Trading (Form 4)
Latest: 2026-10-13Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-13 | Thomas B Tyree JR | Director | Award (A) | +1,497 | — | EDGAR | |
| 2026-10-13 | Jeffrey S. Munoz | Director | Award (A) | +1,497 | — | EDGAR | |
| 2026-10-13 | Vicky Sutil | Director | Award (A) | +1,497 | — | EDGAR | |
| 2026-10-13 | Brenda R Schroer | Director | Award (A) | +1,497 | — | EDGAR | |
| 2026-10-13 | Jacqueline C Mutschler | Director | Award (A) | +1,497 | — | EDGAR | |
| 2026-10-13 | W Howard Keenan JR | Director | Award (A) | +1,497 | — | EDGAR | |
| 2026-10-13 | Benjamin A. Hardesty | Director | Award (A) | +2,019 | — | EDGAR | |
| 2026-07-14 | Jacqueline C Mutschler | Director | Award (A) | +1,617 | — | EDGAR | |
| 2026-07-14 | W Howard Keenan JR | Director | Award (A) | +1,617 | — | EDGAR | |
| 2026-07-14 | Brenda R Schroer | Director | Award (A) | +1,617 | — | EDGAR | |
| 2026-07-14 | Thomas B Tyree JR | Director | Award (A) | +1,617 | — | EDGAR | |
| 2026-07-14 | Benjamin A. Hardesty | Director | Award (A) | +2,181 | — | EDGAR | |
| 2026-07-14 | Vicky Sutil | Director | Award (A) | +1,617 | — | EDGAR | |
| 2026-07-14 | Jeffrey S. Munoz | Director | Award (A) | +1,617 | — | EDGAR | |
| 2026-05-04 | Michael N. Kennedy | See Remarks | Sell (S) | −185,826 | $39.33 | -$7.31M | 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.
AR Insider Holdings
13 insiders · @ $42.08
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 | Paul M Rady | See Remarks | 17,174,237 | $722.69M | -$196.54M | 41 | 2025-05-08 |
| 2 | Michael N. Kennedy | See Remarks | 1,085,192 | $45.66M | -$12.54M | 43 | 2026-05-04 |
| 3 | W Howard Keenan JR | Director | 891,246 | $37.50M | -$444.13M | 68 | 2026-10-13 |
| 4 | Brendan E. Krueger | See Remarks | 335,325 | $14.11M | $333.5K | 6 | 2026-03-18 |
| 5 | Yvette K Schultz | See Remarks | 278,214 | $11.71M | -$4.41M | 23 | 2026-05-04 |
| 6 | Benjamin A. Hardesty | Director | 157,355 | $6.62M | -$946.5K | 58 | 2026-10-13 |
| 7 | Thomas B Tyree JR | Director | 105,955 | $4.46M | $0 | 26 | 2026-10-13 |
| 8 | Vicky Sutil | Director | 105,955 | $4.46M | $0 | 26 | 2026-10-13 |
| 9 | Robert J Clark | Director | 76,589 | $3.22M | -$3.07M | 53 | 2025-04-14 |
| 10 | Jacqueline C Mutschler | Director | 71,488 | $3.01M | -$514.3K | 26 | 2026-10-13 |
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.
AR Board & Officers
As of SEC filings through Oct 13, 2026Directors 10
- Paul M Rady · since Oct 9, 2013
- W Howard Keenan JR · since Oct 9, 2013
- Benjamin A. Hardesty · since Oct 16, 2013
- Robert J Clark · since Oct 16, 2013
- Thomas B Tyree JR · since Oct 7, 2019
- Vicky Sutil · since Oct 7, 2019
- Jacqueline C Mutschler · since Mar 31, 2020
- Brenda R Schroer · since Apr 30, 2021
- Jeffrey S. Munoz · since Oct 29, 2024
- Michael N. Kennedy · listed since Feb 2026
Officers 4
- Michael N. Kennedy · Chief Executive Officer & President · listed since Oct 2025
- Sheri Pearce · Senior Vice President - Accounting and Chief Accounting Officer · listed since Apr 2022
- Brendan E. Krueger · Chief Financial Officer, Senior Vice President - Finance and Treasurer · since Aug 14, 2025
- Yvette K Schultz · since Jan 1, 2022
Changes in the last 10 years (62)
| Feb 26, 2026 | Michael N. Kennedy first listed as a director in an SEC filing |
| Oct 16, 2025 | Michael N. Kennedy listed as Chief Executive Officer & President (previously Chief Financial Officer and Senior Vice President - Finance) in SEC filings |
| Aug 14, 2025 | The company announced the departure of Paul M Rady as Chairman of the Board, Chief Executive Officer & President in an SEC filing |
| Aug 14, 2025 | Brendan E. Krueger became Chief Financial Officer, Senior Vice President - Finance and Treasurer |
| Oct 29, 2024 | Jeffrey S. Munoz became a director |
| Apr 19, 2022 | Sheri Pearce listed as Senior Vice President - Accounting and Chief Accounting Officer (previously Vice President - Accounting and Chief Accounting Officer) in SEC filings |
| Apr 19, 2022 | Paul M Rady listed as Chairman of the Board, Chief Executive Officer & President (previously Chairman of the Board & Chief Executive Officer) in SEC filings |
| Feb 14, 2022 | Alvyn A. Schopp reported in an SEC filing no longer being Chief Administrative Officer & Regional Senior Vice President |
| Jan 24, 2022 | Michael N. Kennedy listed as Chief Financial Officer and Senior Vice President - Finance (previously Senior Vice President - Finance) in SEC filings |
| Jan 1, 2022 | Yvette K Schultz became an officer |
| Apr 30, 2021 | Brenda R Schroer became a director |
| Jan 20, 2021 | Sheri Pearce listed as Vice President - Accounting and Chief Accounting Officer (previously Chief Accounting Officer and Director of Accounting.) in SEC filings |
| May 15, 2020 | Sheri Pearce became Chief Accounting Officer and Director of Accounting. |
| Apr 17, 2020 | Glen C Warren Jr listed as Director, President & Chief Financial Officer (previously Director, President, Chief Financial Officer and Secretary) in SEC filings |
| Mar 31, 2020 | Jacqueline C Mutschler became a director |
| Jan 21, 2020 | Alvyn A. Schopp listed as Chief Administrative Officer & Regional Senior Vice President (previously Chief Administrative Officer, Regional Senior Vice President and Treasurer) in SEC filings |
| Oct 7, 2019 | Vicky Sutil became a director |
| Oct 7, 2019 | Thomas B Tyree JR became a director |
| Jun 12, 2019 | Wpp Gp LLC reported in an SEC filing no longer being a director |
| Jun 12, 2019 | Warburg Pincus X, L.P. reported in an SEC filing no longer being a director |
| Jun 12, 2019 | Warburg Pincus X Partners, L.P. reported in an SEC filing no longer being a director |
| Jun 12, 2019 | Warburg Pincus X GP L.P. reported in an SEC filing no longer being a director |
| Jun 12, 2019 | Warburg Pincus Private Equity X O&G, L.P. reported in an SEC filing no longer being a director |
| Jun 12, 2019 | Warburg Pincus LLC reported in an SEC filing no longer being a director |
| Jun 12, 2019 | Peter Kagan reported in an SEC filing no longer being a director |
| Jun 12, 2019 | Joseph P. Landy reported in an SEC filing no longer being a director |
| Jun 12, 2019 | James R. Levy reported in an SEC filing no longer being a director |
| Jun 12, 2019 | Charles R Kaye reported in an SEC filing no longer being a director |
| Jun 10, 2019 | W Patrick Ash became Senior Vice President - Reserves, Planning and Midstream |
| Feb 27, 2019 | Wpp Gp LLC no longer listed as a 10% owner in SEC filings |
| Feb 27, 2019 | Warburg Pincus X, L.P. no longer listed as a 10% owner in SEC filings |
| Feb 27, 2019 | Warburg Pincus X Partners, L.P. no longer listed as a 10% owner in SEC filings |
| Feb 27, 2019 | Warburg Pincus X GP L.P. no longer listed as a 10% owner in SEC filings |
| Feb 27, 2019 | Warburg Pincus Private Equity X O&G, L.P. no longer listed as a 10% owner in SEC filings |
| Feb 27, 2019 | Warburg Pincus LLC no longer listed as a 10% owner in SEC filings |
| Feb 27, 2019 | Joseph P. Landy no longer listed as a 10% owner in SEC filings |
| Feb 27, 2019 | Joseph P. Landy first listed as a director in an SEC filing |
| Feb 27, 2019 | Charles R Kaye no longer listed as a 10% owner in SEC filings |
| Feb 27, 2019 | Charles R Kaye first listed as a director in an SEC filing |
| Feb 12, 2019 | Kevin J. Kilstrom listed as Senior VP-Production (previously Senior Vice President - Production) in SEC filings |
| Dec 7, 2018 | Paul Korus became a director |
| Nov 9, 2018 | Warburg Pincus Private Equity VIII, L.P. reported in an SEC filing no longer being a director |
| Nov 9, 2018 | Warburg Pincus Private Equity VIII, L.P. reported in an SEC filing no longer being a 10% owner |
| Nov 9, 2018 | Warburg Pincus Partners, L.P. reported in an SEC filing no longer being a director |
| Nov 9, 2018 | Warburg Pincus Partners, L.P. reported in an SEC filing no longer being a 10% owner |
| Nov 9, 2018 | Warburg Pincus Partners GP LLC reported in an SEC filing no longer being a director |
| Nov 9, 2018 | Warburg Pincus Partners GP LLC reported in an SEC filing no longer being a 10% owner |
| Nov 9, 2018 | WARBURG PINCUS & CO. reported in an SEC filing no longer being a director |
| Nov 9, 2018 | WARBURG PINCUS & CO. reported in an SEC filing no longer being a 10% owner |
| Feb 20, 2018 | Joyce E. McConnell became a director |
| Jan 29, 2018 | SailingStone Holdings LLC became a 10% owner |
| Jan 29, 2018 | SailingStone Capital Partners LLC became a 10% owner |
| Jan 29, 2018 | MacKenzie B Davis became a 10% owner |
| Jan 29, 2018 | Kenneth L Settles Jr became a 10% owner |
| Nov 28, 2017 | Joseph P. Landy no longer listed as a director in SEC filings |
| Nov 28, 2017 | Charles R Kaye no longer listed as a director in SEC filings |
| Apr 18, 2017 | Kevin J. Kilstrom listed as Senior Vice President - Production (previously Senior V. P. - Production) in SEC filings |
| Mar 16, 2017 | Kevin J. Kilstrom listed as Senior V. P. - Production (previously Sr Vice President-Production) in SEC filings |
| Jan 6, 2017 | K. Phil Yoo listed as Vice President - Accounting, Chief Accounting Officer and Corporate Controller (previously VP, CAO and Controller) in SEC filings |
| Nov 3, 2016 | Warburg Pincus LLC first listed as a director in an SEC filing |
| Nov 3, 2016 | Joseph P. Landy first listed as a director in an SEC filing |
| Nov 3, 2016 | Charles R Kaye first listed as a director in an SEC filing |
Not reported recently (13)
- W Patrick Ash · Last reported as Senior Vice President - Reserves, Planning and Midstream in an SEC filing dated Oct 21, 2022
- Glen C Warren Jr · Last reported as a director in an SEC filing dated Apr 26, 2021
- Paul Korus · Last reported as a director in an SEC filing dated Apr 14, 2021
- K. Phil Yoo · Last reported as Vice President - Accounting, Chief Accounting Officer and Corporate Controller in an SEC filing dated Apr 17, 2020
- Joyce E. McConnell · Last reported as a director in an SEC filing dated Jan 14, 2020
- Kevin J. Kilstrom · Last reported as Senior VP-Production in an SEC filing dated Apr 17, 2019
- Richard W. Connor · Last reported as a director in an SEC filing dated Jan 14, 2019
- Warburg Pincus Private Equity X, L.P. · Last reported as a director in an SEC filing dated Nov 9, 2018
- Ward D. McNeilly · Last reported as Senior Vice President - Reserves, Planning and Midstream in an SEC filing dated Apr 16, 2018
- Kenneth L Settles Jr · Last reported as a 10% owner in an SEC filing dated Feb 16, 2018
- MacKenzie B Davis · Last reported as a 10% owner in an SEC filing dated Feb 16, 2018
- SailingStone Holdings LLC · Last reported as a 10% owner in an SEC filing dated Feb 16, 2018
- SailingStone Capital Partners LLC · Last reported as a 10% owner in an SEC filing dated Feb 16, 2018
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
AR Proposed Insider Sales (Form 144)
Latest: 2026-05-04
? 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 |
|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | Yvette Schultz | Officer | 39,490 | $1.55M | 2026-05-04 | UBS Financial Services Inc | — | EDGAR |
| 2026-05-04 | Kennedy Michael N. | Officer, Director | 185,826 | $7.31M | 2026-05-04 | UBS Financial Services Inc. | 10b5-1 | EDGAR |
| 2026-03-19 | Hardesty Benjamin A. | Chairman | 12,000 | $506.4K | 2026-03-19 | UBS Financial Services, Inc. | 10b5-1 | EDGAR |
| 2026-03-09 | Yvette Schultz | Officer | 15,000 | $589.9K | 2026-03-09 | UBS Financial Services Inc | — | EDGAR |
| 2026-02-27 | Hardesty Benjamin A. | Chairman | 12,000 | $432.0K | 2026-02-27 | UBS Financial Services, Inc. | 10b5-1 | EDGAR |
| 2025-05-16 | Yvette Schultz | Officer | 25,200 | $1.00M | 2025-05-16 | UBS Financial Services Inc | — | EDGAR |
| 2025-02-19 | Mutschler Jacqueline C | Director | 12,746 | $520.7K | 2025-02-19 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-02-18 | Yorktown Energy Partners VIII, L.P. | Affiliate | 2,000,000 | $79.68M | 2025-02-18 | Merrill Lynch | — | EDGAR |
| 2024-08-05 | Yvette Schultz | Officer | 50,000 | $1.26M | 2024-08-05 | UBS Financial Services Inc | — | EDGAR |
| 2024-05-14 | Michael Kennedy | Officer | 50,000 | $1.69M | 2024-05-14 | UBS Financial Services Inc | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-04 | 0001104659-26-070581 | EDGAR |
| 2026-05-12 | 0001104659-26-059013 | EDGAR |
| 2026-04-29 | 0001104659-26-051537 | EDGAR |
| 2026-03-03 | 0001104659-26-022558 | EDGAR |
| 2026-02-23 | 0001104659-26-018614 | EDGAR |
| 2026-02-11 | 0001104659-26-013420 | EDGAR |
| 2026-02-09 | 0001104659-26-012158 | EDGAR |
| 2026-02-03 | 0001104659-26-009754 | EDGAR |
| 2026-01-28 | 0001104659-26-007438 | EDGAR |
| 2026-01-14 | 0001104659-26-003798 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-11 | 0001104659-26-013386 | EDGAR |
| 2025-02-12 | 0001558370-25-000864 | EDGAR |
| 2024-02-14 | 0001558370-24-001162 | EDGAR |
| 2023-02-15 | 0001558370-23-001378 | EDGAR |
| 2022-02-16 | 0001558370-22-001283 | EDGAR |
| 2021-02-17 | 0001558370-21-001153 | EDGAR |
| 2020-02-12 | 0001558370-20-000726 | EDGAR |
| 2019-02-13 | 0001558370-19-000629 | EDGAR |
| 2018-02-13 | 0001558370-18-000647 | EDGAR |
| 2017-02-28 | 0001558370-17-001159 | 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 | 0001104659-26-051530 | EDGAR |
| 2025-10-29 | 0001104659-25-103735 | EDGAR |
| 2025-07-30 | 0001558370-25-009802 | EDGAR |
| 2025-04-30 | 0001558370-25-006004 | EDGAR |
| 2024-10-30 | 0001558370-24-013956 | EDGAR |
| 2024-07-31 | 0001558370-24-010482 | EDGAR |
| 2024-04-24 | 0001558370-24-005602 | EDGAR |
| 2023-10-25 | 0001558370-23-016722 | EDGAR |
| 2023-07-26 | 0001558370-23-012293 | EDGAR |
| 2023-04-26 | 0001558370-23-006841 | EDGAR |
ETF Holders
141 ETFs hold AR
25 shown · $2.39B total exposure · 0.28% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.36% | $455.1M | $123.2B | 2026-10-29 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $308.4M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.12% | $219.4M | — | 2026-09-30 |
| 4 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.62% | $194.5M | — | 2026-10-29 |
| 5 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.61% | $170.7M | — | 2026-10-29 |
| 6 | XOP State Street® SPDR® S&P® Oil & Gas Exploration & Production ETF | SPDR (State Street) | 2.72% | $124.0M | $4.6B | 2026-10-29 |
| 7 | VXF Vanguard Extended Market ETF | Vanguard | 0.12% | $115.6M | — | 2026-09-30 |
| 8 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.36% | $94.9M | $26.2B | 2026-10-29 |
| 9 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.11% | $71.4M | — | 2026-09-30 |
| 10 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.37% | $68.8M | $18.9B | 2026-10-29 |
| 11 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.19% | $66.9M | — | 2026-10-29 |
| 12 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.74% | $64.4M | $8.7B | 2026-10-29 |
| 13 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.14% | $61.1M | — | 2026-09-30 |
| 14 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.09% | $52.0M | $58.1B | 2026-10-29 |
| 15 | VDE Vanguard Energy ETF | Vanguard | 0.40% | $50.9M | — | 2026-09-30 |
| 16 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.05% | $45.8M | — | 2026-10-29 |
| 17 | AVLV Avantis U.S. Large Cap Value ETF | Avantis | 0.20% | $45.0M | $22.7B | 2026-10-29 |
| 18 | MGNR American Beacon GLG Natural Resources ETF | Nport | 3.69% | $31.0M | — | 2026-07-31 |
| 19 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.19% | $28.4M | — | 2026-05-31 |
| 20 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.03% | $26.8M | $83.2B | 2026-10-29 |
| 21 | FCG First Trust Natural Gas ETF | First Trust | 3.49% | $25.0M | $716.8M | 2026-10-29 |
| 22 | MDYV State Street® SPDR® S&P 400™ Mid Cap Value ETF | SPDR (State Street) | 0.74% | $20.7M | $2.8B | 2026-10-29 |
| 23 | FXN First Trust Energy AlphaDEX® Fund | First Trust | 4.56% | $18.3M | $401.4M | 2026-10-29 |
| 24 | TNGY Tortoise Energy ETF | Nport | 3.37% | $17.9M | — | 2026-05-31 |
| 25 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.12% | $17.7M | $14.9B | 2026-10-29 |
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.
Trailing P/E
9.50
TTM Diluted EPS
$4.43
TTM Revenue
$6.48B
TTM Net Income
$1.37B
TTM Op. Cash Flow
$2.24B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $1.56B | $367.14M | $1.19 | $575.20M |
| Q2 '26 | 2026-06-30 | $1.56B | $278.66M | $0.90 | $438.85M |
| Q1 '26 | 2026-03-31 | $1.95B | $535.22M | $1.72 | $859.06M |
| Q4 '25 | 2025-12-31 | $1.41B | $193.68M | $0.62 | $370.74M |
| Q3 '25 | 2025-09-30 | $1.21B | $76.18M | $0.24 | $310.09M |
| Q2 '25 | 2025-06-30 | $1.30B | $156.59M | $0.50 | $492.36M |
| Q1 '25 | 2025-03-31 | $1.35B | $207.97M | $0.66 | $457.74M |
| Q4 '24 | 2024-12-31 | $1.17B | $149.65M | $0.48 | $278.00M |
| Q3 '24 | 2024-09-30 | $1.06B | $-35.35M | $-0.11 | $166.18M |
| Q2 '24 | 2024-06-30 | $978.65M | $-79.81M | $-0.26 | $143.50M |
| Q1 '24 | 2024-03-31 | $1.12B | $22.73M | $0.07 | $261.61M |
| Q4 '23 | 2023-12-31 | $1.19B | $50.25M | $0.16 | $312.18M |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-28
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
12.09
P/B
1.58
P/S
2.14
EV/EBITDA
6.82
EV/Sales
2.53
ROE
13.0%
ROA
7.1%
Div Yield
0.00%
FCF Yield
15.10%
Debt/Equity
0.29
Current Ratio
—
Market Cap
$13.10B
as of 2026-10-30
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
12.79M
SI % of Float
4.34%
Days to Cover
3.67
Short Vol Ratio
41.6%
Free Float
294.68M
Float %
95.9%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-24