Russian deconsolidation and margin pressures offset strong sales growth across segments.
ATR AptarGroup, Inc.
XNYS
144.68
Delayed
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.
ATR
$144.68
—
What changed
Recent filings, trades and movesKey stats
$144.68
- 52-Week Range
- $110.95 – $148.63
- YTD
- +18.07%
- IV Rank (30D)
- 26.84
- Straddle Price
- $10.07
- P/C Vol Ratio
- 0.54
- Market Cap
- $9.0B
- Open
- $144.13
- Day Range
- $142.50 – $144.98
- Volume
- 245,128
- Prev Close
- $142.50
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 0.79 |
| Cost of Equity (CAPM) | 8.84% (VRP-adj) |
| WACC | 8.53% |
| Volatility Risk Premium | +5.5pp (IV − HV30) |
| Effective Tax Rate | 25.7% |
| Rev. Growth (YoY, DCF input) | +5.9% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.06 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.3B |
| Return on Equity (TTM) | 10.2% |
| Book / Price | 28.8% |
| Gross Margin (TTM) | 35.8% |
| FCF Margin (TTM) | 7.4% |
| Debt / Equity | 0.39 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +14.1% (reverse-DCF on current price) |
| SMA 50 | $126.80 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $130.30 |
| Bollinger Width / SMA20 | 26.9% (drives anchor stability) |
| Net Debt | $0.8B |
| Market Cap | $9B |
Peers used for multiples: ABBV, BBWI, CL, FAST, FSS, SBH, SHW, ULTA
60-Day Conviction
85%
20-Day Fair Value
≈ by Dec 8, 2026
$143.02
α -1.3%
rank 74%
conviction
75%
40-Day Fair Value
≈ by Jan 6, 2027
$142.56
α -1.6%
rank 74%
conviction
55%
60-Day Fair Value
≈ by Feb 4, 2027
$138.43
α -4.4%
rank 74%
conviction
85%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $82.74 | 33% | |
| DDM (Gordon) | $53.01 | 0% | |
| Peer P/E | $118.93 | 10% | median 27.3× · 8 peers |
| Peer EV/EBITDA | $197.37 | 10% | median 16.1× · 8 peers |
| Peer P/B | $515.98 | 10% | median 12.6× · 6 peers |
| Peer P/S | $199.57 | 10% | median 3.0× · 8 peers |
| Market Anchor (SMA50) | $126.80 | 10% | stability 15% (BB-width) |
| Options Expected (B-L 30d) | $144.08 | 17% | 10 strikes · skew +1.17 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- PLASTICS PRODUCTS, NEC (3089) · industry map
- Exchange
- XNYS
- Market Cap
- $9.0B
- Employees
- 14,000
- List Date
- 1993-04-01
- CIK
- 0000896622
- Last Earnings
- Oct 29 after close · +5.0% vs ±6.6% expected
- Next Earnings
- ~Feb 4, 2027 (estimated)
- Headquarters
- Crystal Lake, IL
- Homepage
- https://www.aptar.com
Headquartered in Crystal Lake, Illinois, AptarGroup is a leading global supplier of dispensing systems such as aerosol valves, pumps, closures, and elastomer packaging components to the consumer goods and pharmaceutical markets. Its sales are primarily from Europe (49% of sales) and the United States (28%), with China contributing 5% and other countries contributing 17%. It operates three business segments, Pharma, Beauty, and Closures. Pharma generates over two thirds of group profits.
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 | -0.77% | -2.91% | 4.88% | 5.70% | 1.94% | 1.97% | 1.80% |
| Feb | -3.00% | 3.75% | -0.32% | 7.63% | -5.92% | 15.12% | 2.88% |
| Mar | 8.48% | -1.34% | 0.62% | 2.57% | 1.22% | -11.67% | -0.02% |
| Apr | 4.82% | -3.52% | -0.12% | 1.47% | 0.57% | -2.42% | 0.13% |
| May | -3.38% | -5.56% | -7.52% | 1.59% | 6.82% | -2.66% | -1.78% |
| Jun | -4.11% | -3.77% | 2.59% | -4.96% | -0.31% | 11.41% | 0.14% |
| Jul | -8.65% | 3.13% | 4.22% | 6.09% | -1.18% | 6.97% | 1.76% |
| Aug | 3.76% | -4.98% | 8.27% | 4.19% | -1.47% | -3.77% | 1.00% |
| Sep | -11.60% | -7.40% | -5.67% | 6.76% | -2.02% | -7.45% | -4.56% |
| Oct | -0.66% | 1.75% | -2.22% | 4.96% | -13.52% | 13.51% | 0.64% |
| Nov | -4.47% | 9.18% | 3.22% | 2.10% | 10.28% | 0.52%* | 3.47% |
| Dec | 4.87% | 2.70% | -3.50% | -9.06% | -1.07% | -- | -1.21% |
| Total | -15.44% | -9.79% | 3.34% | 31.47% | -6.42% | 19.27% | 3.74% |
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: $131.60
SMA 50: $127.04
SMA 200: $127.52
Current: $144.84
EMA 12: $138.15
EMA 26: $132.70
MACD: 5.4486 | Signal: 1.7703
BULLISH
ADX (14): 41.71
STRONG TREND
+DI: 39.44
−DI: 10.11
Momentum Oscillators
RSI (14): 72.38
OVERBOUGHT
Stoch %K: 80.33
Stoch %D: 85.32
Williams %R: -15.92
Volume & Volatility
BB Upper: $149.41
BB Lower: $113.78
NEUTRAL
OBV: -5,421,037
Vol SMA 20: 530,486
Vol ROC: -34.16%
ATR: $3.66
True Range: $2.41
HV 20: 30.7%
HV 30: 28.3%
HV 60: 23.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before ATR’s Oct 29 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary
Overall Assessment: BEARISH with confidence level (4/10)
Key Drivers:
- Bearish MACD signal
- Oversold RSI reading
- Negative earnings sentiment
Primary Risks:
- High beta indicates increased risk relative to market
- Low volatility could indicate a lack of momentum
Investment Thesis:
AptarGroup Inc (ATR) is currently trading in a bearish trend, driven by negative sentiment and technical indicators. The stock's high beta suggests it may be more volatile than the broader market, making it a higher-risk investment.
Recent News Sentiment Impact:
The positive earnings call highlights and neutral news articles have had little impact on the stock price, as the market has focused on the bearish MACD signal.
Technical Analysis
Trend Direction:
- Short-term: BEARISH
- Medium-term: NEUTRAL
- Long-term: BEARISH
Support/Resistance Levels:
- Key resistance at $128.70 (SMA 20)
- Support at $121.69 (lower Bollinger Band)
Momentum Signals:
- RSI interpretation: OVERSOLD (15.40)
- MACD signal: BEARISH
- Bollinger Bands position: oversold
News & Sentiment Analysis
Recent Headlines Summary:
Positive earnings call highlights and neutral news articles have had little impact on the stock price.
Sentiment Assessment: NEUTRAL
Catalyst Identification:
No immediate catalysts, but a potential reversal could be triggered by a positive earnings report or unexpected market movement.
Risk & Volatility Assessment
Beta Interpretation: HIGH RISK (0.66)
Volatility Regime: LOW VOLATILITY
Options Market Signals:
- IV rank: MEDIUM
- Put/call ratios: NEUTRAL
- Unusual activity: None notable
Market Context & Positioning
Sector Performance: ATR has underperformed the sector and market.
Institutional Activity: No significant institutional interest signals.
Correlation Analysis: R-squared interpretation suggests a relatively high correlation with the market (0.53).
Relative Valuation: ATR is trading near its historical average price-to-earnings ratio, indicating it may be fairly valued.
Key Levels & Action Items
- Critical Price Levels: Support at $121.69 and resistance at $128.70
- Breakout/Breakdown Levels: Break above $128.70 or below $121.69 could trigger significant moves
- Time-Sensitive Catalysts: No immediate catalysts, but a positive earnings report could impact the stock price.
- Risk Management: Consider stop-loss levels near $116.01 and position sizing considerations.
Conclusion: AptarGroup Inc (ATR) is currently trading in a bearish trend, driven by negative sentiment and technical indicators. The high beta and low volatility suggest it may be a higher-risk investment. As such, investors should carefully consider the risks and potential rewards before entering or exiting positions.
Generated
News
All ATR news →
Earnings History
11 of 21 under expected move
Avg Expected Move
5.36%
Avg Actual Move
4.04%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-18 | After-Close | 4.53% | 6.21% | 1.37x | Exceeded |
| 2021-07-30 | After-Close | 2.26% | 0.77% | 0.34x | Within |
| 2021-10-28 | After-Close | 3.67% | 4.13% | 1.13x | Exceeded |
| 2022-02-17 | After-Close | 2.25% | 2.45% | 1.09x | Exceeded |
| 2022-10-27 | After-Close | 12.32% | 2.06% | 0.17x | Within |
| 2023-02-16 | After-Close | 1.76% | 5.42% | 3.08x | Exceeded |
| 2023-04-27 | After-Close | 5.96% | 1.66% | 0.28x | Within |
| 2023-07-27 | After-Close | 3.76% | 3.89% | 1.03x | Exceeded |
| 2023-10-25 | After-Close | 5.92% | 0.87% | 0.15x | Within |
| 2024-02-08 | After-Close | 3.65% | 5.18% | 1.42x | Exceeded |
| 2024-04-25 | After-Close | 4.82% | 2.25% | 0.47x | Within |
| 2024-07-25 | After-Close | 5.16% | 3.65% | 0.71x | Within |
| 2024-10-24 | After-Close | 6.63% | 1.42% | 0.21x | Within |
| 2025-02-06 | After-Close | 4.55% | 8.48% | 1.86x | Exceeded |
| 2025-05-01 | After-Close | 5.40% | 2.51% | 0.46x | Within |
| 2025-07-31 | After-Close | 5.78% | 10.05% | 1.74x | Exceeded |
| 2025-10-30 | After-Close | 6.21% | 6.71% | 1.08x | Exceeded |
| 2026-02-05 | After-Close | 6.86% | 8.33% | 1.21x | Exceeded |
| 2026-04-30 | After-Close | 6.19% | 3.77% | 0.61x | Within |
| 2026-07-30 | After-Close | 8.29% | 0.07% | 0.01x | Within |
| 2026-10-29 | After-Close | 6.56% | 5.02% | 0.77x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
ATR Options Activity & IV Rank
ATR IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 27.2%
7-DTE IV: 31.0%
Expected Move: $10.07
7-DTE Move: $6.30
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 102
Put Volume: 55
P/C Volume: 0.539
BULLISH
Call OI: 151
Put OI: 81
P/C OI: 0.536
Total OI: 232
ATM Options Pricing
ATM Call: $4.38
ATM Put: $5.70
Call %: 3.0%
Put %: 3.9%
Chain Summary
Chain Volume: 157
Chain OI: 232
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
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.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
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 →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 86th 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
86%
vs own history
GEX tilt
+1.00
OI-weighted, today
Vanna tilt
-1.00
δ-sensitivity to IV
Charm tilt
+1.00
δ-decay vs time
Vanna tilt -1.00: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +1.00: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 3 ATM contracts, 0k 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
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
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
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)21.1LowNov 9
IV Rank (30 DTE)26.8MediumNov 9
Straddle Price (30 DTE)$10.07Nov 9
Beta Analysis
Risk Metrics
Beta: 0.3830
Alpha: 20.24%
Correlation: 0.2097
R-Squared: 4.4%
Stock Volatility: 25.2%
Market Volatility: 13.8%
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 ATR
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Rockefeller Capital Management Family office Rockefeller family | $32.6M | #337 of 4729 | +3.2% | 13F | |
| Citadel Hedge fund Ken Griffin | $30.2M | #930 of 6285 | +757.8% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $21.3M | #669 of 3138 | -1.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $19.5M | #1150 of 3716 | -40.4% | 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
ATR Institutional Ownership (13F)
Filings for 2026-06-30 · 248 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 64,730,000 (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.
3 filers$1.71M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $1.21M | 71.10% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $275.44K | 16.13% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $218.09K | 12.77% | 2026-09-30 |
3 filers$838.44K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $588.44K | 70.18% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $237.88K | 28.37% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $12.12K | 1.45% | 2026-09-30 |
ATR Insider Trading (Form 4)
Latest: 2026-11-06Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-11-06 | George L Fotiades | Director | Gift (G) | −1,600 | — | EDGAR | |
| 2026-11-03 | Marc Prieur | Segment President | Sell (S) | −2,000 | $141.99 | -$284.0K | EDGAR |
| 2026-09-03 | Shiela Vinczeller | Chief Human Resources Officer | Sell (S) | −765 | $130.37 | -$99.7K | EDGAR |
| 2026-09-02 | Gael Touya | President and CEO | Award (A) | +2,637 | — | EDGAR | |
| 2026-08-28 | Gael Touya | Segment Pres., CEO Designate | Sell (S) | −3,740 | $133.76 | -$500.3K | EDGAR |
| 2026-08-05 | Marc Prieur | Segment President | Sell (S) | −3,500 | $136.26 | -$476.9K | EDGAR |
| 2026-08-04 | Stephan B. Tanda | President and CEO | Mixed Exer +9,838 · Sell −9,838 |
— | $105.48 | -$603.8K | EDGAR |
| 2026-08-03 | Hedi Tlili | Segment President | Sell (S) | −8,854 | $135.00 | -$1.20M | EDGAR |
| 2026-07-17 | George L Fotiades | Director | Award (A) | +151 | — | EDGAR | |
| 2026-07-17 | Julie Xing | Director | Award (A) | +151 | — | EDGAR | |
| 2026-07-17 | Isabel Marey-Semper | Director | Award (A) | +151 | — | EDGAR | |
| 2026-07-17 | Ralf K. Wunderlich | Director | Award (A) | +151 | — | EDGAR | |
| 2026-07-17 | Candace S. Matthews | Director | Award (A) | +226 | — | EDGAR | |
| 2026-07-17 | Sarah JS Glickman | Director | Award (A) | +151 | — | EDGAR | |
| 2026-07-17 | Matthew L. Trerotola | Director | Award (A) | +151 | — | 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.
ATR Insider Holdings
20 insiders · @ $144.84
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 | Stephan B. Tanda | President and CEO | 241,879 | $35.03M | -$20.08M | 52 | 2026-08-04 |
| 2 | Daniel Ackerman | Chief Accounting Officer | 32,779 | $4.75M | -$1.82M | 6 | 2026-05-04 |
| 3 | Gael Touya | President and CEO | 31,739 | $4.60M | -$22.72M | 62 | 2026-09-02 |
| 4 | Shiela Vinczeller | Chief Human Resources Officer | 26,313 | $3.81M | -$1.31M | 47 | 2026-09-03 |
| 5 | Vanessa Kanu | EVP & CFO | 24,646 | $3.57M | $0 | 6 | 2026-03-20 |
| 6 | Ralf K. Wunderlich | Director | 18,690 | $2.71M | -$3.38M | 26 | 2026-07-17 |
| 7 | Hedi Tlili | Segment President | 15,379 | $2.23M | -$3.87M | 43 | 2026-08-03 |
| 8 | Marc Prieur | Segment President | 13,823 | $2.00M | -$9.18M | 36 | 2026-11-03 |
| 9 | Xiangwei Gong | President, Asia | 11,416 | $1.65M | -$3.92M | 48 | 2026-05-27 |
| 10 | B Craig Owens | Director | 11,233 | $1.63M | $0 | 11 | 2026-07-17 |
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.
ATR Board & Officers
As of SEC filings through Nov 6, 2026Directors 11
- Ralf K. Wunderlich · since May 6, 2009
- Monnas Giovanna Kampouri · since May 5, 2010
- George L Fotiades · since May 4, 2011
- Stephan B. Tanda · since Feb 1, 2017
- B Craig Owens · since Feb 1, 2018
- Isabel Marey-Semper · since May 1, 2019
- Candace S. Matthews · since May 28, 2021
- Matthew L. Trerotola · since Sep 11, 2022
- Julie Xing · since Mar 1, 2023
- Sarah JS Glickman · since Sep 5, 2023
- Gael Touya · listed since Sep 2026
Officers 8
- Gael Touya · Segment Pres., CEO Designate · listed since May 2026
- Marc Prieur · Segment President · since Jun 12, 2018
- Xiangwei Gong · President, Asia · since Oct 15, 2018
- Hedi Tlili · Segment President · since Dec 1, 2019
- Vanessa Kanu · EVP & CFO · listed since Mar 2025
- Shiela Vinczeller · Chief Human Resources Officer · listed since Aug 2023
- Irene Elizabeth Hudson · EVP and Chief Legal Officer · since Nov 1, 2025
- Aditya Gandhi · CAO · since Jun 8, 2026
Changes in the last 10 years (33)
| Sep 2, 2026 | Gael Touya first listed as a director in an SEC filing |
| Jun 8, 2026 | Aditya Gandhi became CAO |
| May 10, 2026 | The company announced the departure of Daniel Ackerman as Chief Accounting Officer in an SEC filing |
| May 4, 2026 | Gael Touya listed as Segment Pres., CEO Designate (previously Segment President) in SEC filings |
| Mar 16, 2026 | The company announced the departure of Stephan B. Tanda as President and CEO in an SEC filing |
| Nov 1, 2025 | Irene Elizabeth Hudson became EVP and Chief Legal Officer |
| Mar 18, 2025 | Vanessa Kanu listed as EVP & CFO (previously CFO Designate) in SEC filings |
| Oct 21, 2024 | Vanessa Kanu became CFO Designate |
| Aug 1, 2024 | Daniel Ackerman became Chief Accounting Officer |
| Jul 22, 2024 | The company announced the departure of Robert Kuhn as EVP & CFO in an SEC filing |
| Sep 5, 2023 | Sarah JS Glickman became a director |
| Aug 3, 2023 | Shiela Vinczeller listed as Chief Human Resources Officer (previously Chief Human Resource Officer) in SEC filings |
| Jul 9, 2023 | The company announced the departure of Maritza Gomez Montiel from the board in an SEC filing |
| May 6, 2023 | The company announced the departure of Andreas Kramvis from the board in an SEC filing |
| Mar 1, 2023 | Julie Xing became a director |
| Sep 11, 2022 | Matthew L. Trerotola became a director |
| Feb 28, 2022 | Kimberly Chainey listed as EVP and Chief Legal Officer (previously EVP and General Counsel) in SEC filings |
| Jan 19, 2022 | The company announced the departure of Joanne C Dr Smith from the board in an SEC filing |
| May 28, 2021 | Candace S. Matthews became a director |
| Nov 6, 2020 | Shiela Vinczeller listed as Chief Human Resource Officer (previously Chief Human Resources Officer) in SEC filings |
| Jul 27, 2020 | Kimberly Chainey became EVP and General Counsel |
| Jan 8, 2020 | Eldon W. Schaffer II listed as Executive Vice President (previously Segment President) in SEC filings |
| Dec 1, 2019 | Hedi Tlili became Segment President |
| May 1, 2019 | Isabel Marey-Semper became a director |
| Nov 1, 2018 | Shiela Vinczeller became Chief Human Resources Officer |
| Oct 15, 2018 | Xiangwei Gong became President, Asia |
| Jun 12, 2018 | Marc Prieur became Segment President |
| Feb 1, 2018 | Jesse Wu became a director |
| Feb 1, 2018 | B Craig Owens became a director |
| May 2, 2017 | Stephen J Hagge no longer listed as Special Advisor to CEO in SEC filings |
| Feb 13, 2017 | Stephen J Hagge listed as Special Advisor to CEO (previously President and CEO) in SEC filings |
| Feb 1, 2017 | Stephan B. Tanda became a director |
| Feb 1, 2017 | Stephan B. Tanda became President and CEO |
Not reported recently (9)
- Kimberly Chainey · Last reported as EVP and Chief Legal Officer in an SEC filing dated Jun 10, 2025
- Jesse Wu · Last reported as a director in an SEC filing dated May 25, 2021
- Eldon W. Schaffer II · Last reported as Executive Vice President in an SEC filing dated Aug 7, 2020
- Stephen J Hagge · Last reported as a director in an SEC filing dated Mar 5, 2019
- Salim Haffar · Last reported as Segment President in an SEC filing dated Aug 6, 2018
- Alain Chevassus · Last reported as a director in an SEC filing dated May 4, 2018
- King W Harris · Last reported as a director in an SEC filing dated May 3, 2018
- Ursula Saint-Leger · Last reported as Vice President, HR in an SEC filing dated Mar 15, 2018
- Peter Pfeiffer · Last reported as a director in an SEC filing dated Feb 16, 2017
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.
ATR Proposed Insider Sales (Form 144)
Latest: 2026-11-02
? Form 144 Guide
Last 30d:
1 filing
· $274K notice value
· Last 90d:
2 filings
· $774K 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:
GAEL TOUYA (1, $500K) · Prieur Marc (1, $274K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-11-02 | Prieur Marc | Officer | 2,000 | $274.0K | 2026-11-02 | UBS Switzerland AG | — | EDGAR |
| 2026-08-27 | GAEL TOUYA | Officer | 3,740 | $500.3K | 2026-08-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-08-04 | Prieur Marc | Officer | 3,500 | $476.0K | 2026-08-04 | UBS Switzerland AG | — | EDGAR |
| 2026-08-03 | STEPHAN B TANDA | Director | 9,838 | $1.34M | 2026-08-03 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-08-03 | HEDI TLILI | Officer | 8,855 | $1.20M | 2026-08-03 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-09 | Prieur Marc | Officer | 5,000 | $565.0K | 2026-06-10 | UBS Switzerland AG | — | EDGAR |
| 2026-06-04 | SHIELA PALLERNE VINCZELLER | Officer | 3,555 | $400.3K | 2026-06-04 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-26 | XIANGWEI GONG | Officer | 4,200 | $487.8K | 2026-05-26 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-07 | IRENE HUDSON | Officer | 1,264 | $156.0K | 2026-05-07 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-02-20 | KIMBERLY CHAINEY | Former Officer | 6,491 | $937.5K | 2026-02-20 | 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).
Recent SEC Filings
Latest: 2026-10-30
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-10-29 | Earnings results | EDGAR |
| 2026-09-21 | Regulation FD disclosure | EDGAR |
| 2026-09-10 | Director or officer change | EDGAR |
| 2026-09-01 | Director or officer change | EDGAR |
| 2026-07-30 | Earnings results | EDGAR |
| 2026-05-13 | Director or officer change | EDGAR |
| 2026-05-07 | Shareholder vote results | EDGAR |
| 2026-04-30 | Earnings results | EDGAR |
| 2026-03-17 | Director or officer change | EDGAR |
| 2026-02-05 | Earnings results | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-06 | 0000896622-26-000007 | EDGAR |
| 2025-02-07 | 0000896622-25-000007 | EDGAR |
| 2024-02-09 | 0000896622-24-000010 | EDGAR |
| 2023-02-17 | 0000896622-23-000008 | EDGAR |
| 2022-02-18 | 0000896622-22-000006 | EDGAR |
| 2021-02-19 | 0000896622-21-000005 | EDGAR |
| 2020-02-24 | 0001558370-20-001217 | EDGAR |
| 2019-02-21 | 0001558370-19-000824 | EDGAR |
| 2018-02-26 | 0001558370-18-001077 | EDGAR |
| 2017-02-27 | 0001558370-17-001060 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-10-30 | 0000896622-26-000190 | EDGAR |
| 2026-07-31 | 0000896622-26-000168 | EDGAR |
| 2026-05-01 | 0000896622-26-000092 | EDGAR |
| 2025-10-31 | 0000896622-25-000033 | EDGAR |
| 2025-08-01 | 0000896622-25-000028 | EDGAR |
| 2025-05-02 | 0000896622-25-000014 | EDGAR |
| 2024-10-25 | 0000896622-24-000040 | EDGAR |
| 2024-07-26 | 0000896622-24-000034 | EDGAR |
| 2024-04-26 | 0000896622-24-000021 | EDGAR |
| 2023-10-26 | 0000896622-23-000040 | EDGAR |
ETF Holders
161 ETFs hold ATR
25 shown · $1.70B total exposure · 0.18% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.27% | $327.9M | $121.4B | 2026-11-06 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $246.6M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.10% | $173.3M | — | 2026-09-30 |
| 4 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.18% | $112.8M | — | 2026-09-30 |
| 5 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.30% | $93.6M | — | 2026-11-05 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.09% | $86.7M | — | 2026-09-30 |
| 7 | SDY State Street® SPDR® S&P® Dividend ETF | SPDR (State Street) | 0.36% | $81.7M | $22.5B | 2026-11-05 |
| 8 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.27% | $69.9M | $25.6B | 2026-11-05 |
| 9 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.27% | $50.3M | $18.3B | 2026-11-05 |
| 10 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.14% | $48.7M | — | 2026-11-05 |
| 11 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.54% | $46.2M | $8.6B | 2026-11-06 |
| 12 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.03% | $43.6M | — | 2026-09-30 |
| 13 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.07% | $38.6M | $56.9B | 2026-11-06 |
| 14 | FVD First Trust Value Line® Dividend Index Fund | First Trust | 0.46% | $37.0M | $8.1B | 2026-11-06 |
| 15 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.04% | $32.6M | — | 2026-11-05 |
| 16 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.03% | $31.2M | — | 2026-09-30 |
| 17 | REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | ProShares | 1.69% | $29.4M | — | 2026-11-06 |
| 18 | SDVY First Trust SMID Cap Rising Dividend Achievers ETF | First Trust | 0.22% | $24.4M | $11.1B | 2026-11-06 |
| 19 | VAW Vanguard Materials ETF | Vanguard | 0.54% | $24.3M | — | 2026-09-30 |
| 20 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.16% | $23.2M | — | 2026-08-31 |
| 21 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.02% | $19.8M | $82.9B | 2026-11-06 |
| 22 | MDYV State Street® SPDR® S&P 400™ Mid Cap Value ETF | SPDR (State Street) | 0.54% | $15.1M | $2.8B | 2026-11-05 |
| 23 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.03% | $13.6M | — | 2026-11-05 |
| 24 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.03% | $13.4M | $44.7B | 2026-11-06 |
| 25 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.09% | $12.9M | $14.8B | 2026-11-06 |
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
35.10
TTM Diluted EPS
$4.12
TTM Revenue
$3.99B
TTM Net Income
$267.19M
TTM Op. Cash Flow
$573.47M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $1.02B | $32.60M | $0.51 | $167.60M |
| Q2 '26 | 2026-06-30 | $1.03B | $87.57M | $1.36 | $103.49M |
| Q1 '26 | 2026-03-31 | $982.87M | $72.67M | $1.12 | $118.69M |
| Q4 '25 | 2025-12-31 | $962.74M | $74.34M | $1.14 | $183.69M |
| Q3 '25 | 2025-09-30 | $961.13M | $127.93M | $1.92 | $177.61M |
| Q2 '25 | 2025-06-30 | $966.01M | $111.72M | $1.67 | $125.96M |
| Q1 '25 | 2025-03-31 | $887.30M | $78.80M | $1.17 | $82.74M |
| Q4 '24 | 2024-12-31 | $848.09M | $100.94M | $1.48 | $178.24M |
| Q3 '24 | 2024-09-30 | $909.29M | $100.04M | $1.48 | $229.26M |
| Q2 '24 | 2024-06-30 | $910.06M | $90.45M | $1.34 | $143.58M |
| Q1 '24 | 2024-03-31 | $915.45M | $83.10M | $1.23 | $92.33M |
| Q4 '23 | 2023-12-31 | $838.48M | $62.35M | $0.93 | $219.64M |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-30
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
35.10
P/B
3.58
P/S
2.41
EV/EBITDA
13.13
EV/Sales
2.65
ROE
13.7%
ROA
7.1%
Div Yield
1.35%
FCF Yield
6.15%
Debt/Equity
0.42
Current Ratio
—
Market Cap
$9.49B
as of 2026-11-09
ATR vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| ABBV ABBVIE INC. | $514.9B | 50.6 | +10.7% | +28.1% | 34 |
| SHW The Sherwin-Williams Company | $83.1B | 33.1 | +7.0% | +10.0% | 45 |
| CL Colgate-Palmolive Company | $76.8B | 38.7 | +5.2% | +26.1% | 24 |
| FAST Fastenal Co | $60.8B | 44.2 | +13.5% | +35.5% | 12 |
| ULTA Ulta Beauty, Inc. Common Stock | $27.6B | 24.5 | +11.2% | +8.3% | 79 |
| ATR AptarGroup, Inc. | $9.0B | 35.2 | +9.0% | +18.2% | 27 |
| FSS Federal Signal Corp. | $6.9B | 24.7 | +24.0% | +6.9% | 18 |
| BBWI Bath & Body Works, Inc. | $4.3B | 5.7 | −2.2% | +5.5% | 71 |
| SBH Sally Beauty Holdings, Inc. | $1.7B | 9.9 | +1.1% | +31.7% | 33 |
| Peer median | $44.2B | 28.9 | +8.8% | +18.0% | 33 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
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
2.07M
SI % of Float
3.28%
Days to Cover
3.97
Short Vol Ratio
67.9%
Free Float
63.08M
Float %
99.2%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-08-24