Avantor, Inc.(AVTR)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
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.
Snapshot
$9.43
- 52-Week Range
- $7.26 – $15.93
- YTD
- -17.71%
- IV Rank (30D)
- 49.01
- Straddle Price
- $1.57
- P/C Vol Ratio
- 0.08
- Market Cap
- $6.4B
Fair Value
-4.2% vs price
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 ≥ 0.5% and dividend payments are stable.
- 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) | 4.53% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.03% (VRP-adj) |
| WACC | 8.08% |
| Volatility Risk Premium | +34.1pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -6.1% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $0.4B |
| Return on Equity (TTM) | -9.9% |
| Book / Price | 85.1% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 32.1% |
| FCF Margin (TTM) | 6.7% |
| Debt / Equity | 0.68 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +7.6% (reverse-DCF on current price) |
| SMA 50 | $8.34 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $8.72 |
| Bollinger Width / SMA20 | 410.7% (drives anchor stability) |
| Net Debt | $3.5B |
| Market Cap | $7B |
Peers used for multiples: AA, OVV, PFGC, RS, SNX, USFD, WCC
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$9.00
Current Price
$9.39
Deviation
-4.2%
Forward-Return Rank
SHORT
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -2.1% | +0.26 | -0.41 | 94.3% | — |
| 42d | -4.7% | -0.05 | -0.41 | 94.3% | — |
| 63d | -9.4% | -0.84 | -0.41 | 94.3% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $2.90 | 48% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 23.4× · 7 peers |
| Peer EV/EBITDA | $14.11 | 14% | median 14.4× · 7 peers |
| Peer P/B | $23.25 | 19% | median 2.8× · 7 peers |
| Peer P/S | $6.45 | 19% | median 0.7× · 7 peers |
| Market Anchor (SMA50) | $8.34 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
- Industry (SIC)
- LABORATORY ANALYTICAL INSTRUMENTS (3826)
- Exchange
- XNYS
- Market Cap
- $6.4B
Avantor Inc provides products and services to customers in the biopharma, healthcare, education & government, and advanced technologies & applied materials industries. The company operates through two segments: Laboratory Solutions and Bioscience Production. It offers materials & consumables, equipment & instrumentation, and services & specialty procurement. Product groups include Equipment & Instrumentation, Services & Specialty Procurement, Proprietary Materials & Consumables, and Third-Party Materials & Consumables. Materials & consumables include high-purity chemicals and reagents, lab sup…
Price History
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +2.87% | 7 |
| Feb | -8.83% | 7 |
| Mar | -6.10% | 7 |
| Apr | +2.67% | 7 |
| May | +6.62% | 8 |
| Jun | +0.70% | 8 |
| Jul | +8.75% | 7 |
| Aug | -1.04% | 7 |
| Sep | -5.45% | 7 |
| Oct | -7.52% | 7 |
| Nov | +7.47% | 7 |
| Dec | +2.09% | 7 |
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: $8.79
SMA 50: $8.38
SMA 200: $10.59
Current: $9.39
EMA 12: $9.28
EMA 26: $8.87
MACD: 0.4086 | Signal: 0.0700
BULLISH
ADX (14): 32.78
TREND
+DI: 28.22
−DI: 10.98
Momentum Oscillators
RSI (14): 59.52
NEUTRAL
Stoch %K: 77.77
Stoch %D: 84.23
Williams %R: -31.60
Volume & Volatility
BB Upper: $10.33
BB Lower: $7.24
NEUTRAL
OBV: -243,776,183
Vol SMA 20: 10,463,363
Vol ROC: -40.16%
ATR: $0.44
True Range: $0.44
HV 20: 51.8%
HV 30: 48.8%
HV 60: 41.9%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:18.210000
Date Range: 2024-06-14T00:00:00 – 2026-06-12T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
4 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-26 | Pre-Market | 7.48% | 11.44% | 1.53x | Exceeded |
| 2024-10-25 | Pre-Market | 9.24% | 3.48% | 0.38x | Within |
| 2025-02-07 | After-Close | 10.23% | 3.53% | 0.35x | Within |
| 2025-04-25 | Pre-Market | 15.16% | 16.77% | 1.11x | Exceeded |
| 2025-08-01 | Pre-Market | 14.88% | 15.48% | 1.04x | Exceeded |
| 2025-10-29 | Pre-Market | 14.59% | 21.35% | 1.46x | Exceeded |
| 2026-02-11 | Pre-Market | 17.00% | 14.76% | 0.87x | Within |
| 2026-04-29 | After-Close | 12.10% | 3.18% | 0.26x | Within |
Options Activity
- IV Rank (30D)
- 49.01
- IV Rank (7D)
- 100
- Avg IV
- 158.4%
- Straddle (30D)
- $1.57
- Straddle (7D)
- $0.57
- P/C Volume
- 0.08
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)
RR25 and BF25 from the live options chain. 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.
Volatility Surface
Enter a ticker to render the implied volatility surface.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 1.39
- Correlation (SPY)
- 33.3%
- R²
- 0.11
- Ann. Volatility
- 51.5%
- SPY Volatility
- 12.3%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 680,225,000 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
11 filers$9.66M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $3.60M | 37.32% | 2026-03-31 |
| 2 | MILLENNIUM MANAGEMENT LLC Custodian | $1.57M | 16.24% | 2026-03-31 |
| 3 | WOLVERINE TRADING, LLC Custodian | $1.12M | 11.57% | 2025-09-30 |
| 4 | JANE STREET GROUP, LLC Custodian | $653.86K | 6.77% | 2026-03-31 |
| 5 | Walleye Capital LLC | $606.82K | 6.28% | 2026-03-31 |
| 6 | CITADEL ADVISORS LLC Custodian | $471.97K | 4.89% | 2026-03-31 |
| 7 | LOEWS CORP | $470.40K | 4.87% | 2026-03-31 |
| 8 | IMC-Chicago, LLC Custodian | $410.03K | 4.25% | 2026-03-31 |
| 9 | SIMPLEX TRADING, LLC Custodian | $366.91K | 3.80% | 2026-03-31 |
| 10 | GROUP ONE TRADING LLC Custodian | $206.98K | 2.14% | 2026-03-31 |
| 11 | Walleye Trading LLC | $180.32K | 1.87% | 2026-03-31 |
11 filers$145.60M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC Custodian | $138.33M | 95.01% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $3.81M | 2.62% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $995.68K | 0.68% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $698.56K | 0.48% | 2025-09-30 |
| 5 | GOLDMAN SACHS GROUP INC Custodian | $627.20K | 0.43% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $410.82K | 0.28% | 2026-03-31 |
| 7 | Walleye Capital LLC | $349.66K | 0.24% | 2026-03-31 |
| 8 | SIG BROKERAGE, LP | $156.80K | 0.11% | 2026-03-31 |
| 9 | GROUP ONE TRADING LLC Custodian | $139.55K | 0.10% | 2026-03-31 |
| 10 | SIMPLEX TRADING, LLC Custodian | $71.34K | 0.05% | 2026-03-31 |
| 11 | Walleye Trading LLC | $4.70K | <0.01% | 2026-03-31 |
Insider Activity
Latest: 2026-05-11
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-05-11 | GREGORY L SUMME | Director | Award (A) | +25,270 | — | EDGAR | |
| 2026-05-11 | MICHAEL SEVERINO | Director | Award (A) | +25,270 | — | EDGAR | |
| 2026-05-11 | SANJEEV K MEHRA | Director | Award (A) | +25,270 | — | EDGAR | |
| 2026-05-11 | Joseph R Massaro | Director | Award (A) | +25,270 | — | EDGAR | |
| 2026-05-11 | Louise Makin | Director | Award (A) | +25,270 | — | EDGAR | |
| 2026-05-11 | Simon Dingemans | Director | Award (A) | +25,270 | — | EDGAR | |
| 2026-05-11 | GREGORY T LUCIER | Director | Mixed | +35,270 | $8.32 | $83.2K | EDGAR |
| 2026-05-11 | Mala Murthy | Director | Award (A) | +25,270 | — | EDGAR | |
| 2026-05-05 | Ludovic Brellier | EVP, Bioscience & Medtech | Award (A) | +146,566 | — | EDGAR | |
| 2026-05-05 | Simon Dingemans | Director | Buy (P) | +25,000 | $8.14 | $203.5K | EDGAR |
| 2026-04-06 | Steven W Eck | SVP & Chief Accounting Officer | Award (A) | +31,645 | — | EDGAR | |
| 2026-03-11 | SANJEEV K MEHRA | Director | Buy (P) | +125,000 | $8.01 | $1.00M | EDGAR |
| 2026-02-25 | Steven W Eck | SVP & Chief Accounting Officer | Tax (F) | −2,469 | $8.93 | -$22.0K | EDGAR |
| 2026-02-25 | Benoit Gourdier | EVP, Bioscience & Medtech | Tax (F) | −3,029 | $8.89 | -$26.9K | EDGAR |
| 2026-02-25 | R. Brent Jones | EVP, Chief Financial Officer | Tax (F) | −2,805 | $8.89 | -$24.9K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
55 insiders · @ $9.39
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Michael Stubblefield | President & CEO | 1,764,513 | $16.57M | $314.2K | 13 | 2025-05-21 |
| 2 | Emmanuel Ligner | President and CEO | 767,137 | $7.20M | $993.1K | 3 | 2026-02-23 |
| 3 | SANJEEV K MEHRA | Director | 508,376 | $4.77M | $4.88M | 3 | 2026-05-11 |
| 4 | GREGORY L SUMME | Director | 483,381 | $4.54M | $4.56M | 11 | 2026-05-11 |
| 5 | R. Brent Jones | EVP, Chief Financial Officer | 419,782 | $3.94M | $0 | 6 | 2026-02-25 |
| 6 | Corey Walker | President, VWR Dist. & Servs. | 387,545 | $3.64M | $0 | 4 | 2026-02-23 |
| 7 | ALLEN J ANDERSON | President & CEO | 377,105 | $3.54M | $0 | 4 | 2012-01-04 |
| 8 | Benoit Gourdier | EVP, Bioscience & Medtech | 362,859 | $3.41M | $0 | 8 | 2026-02-25 |
| 9 | JON M DONNELL | See Remarks | 293,178 | $2.75M | $82.4K | 4 | 2011-06-27 |
| 10 | Mary Blenn | EVP, Chief Operating Officer | 253,384 | $2.38M | $0 | 2 | 2026-02-23 |
| 11 | Claudius Sokenu | EVP, Chief Legal & Compliance | 252,429 | $2.37M | $0 | 8 | 2026-02-25 |
| 12 | Brittany Hankamer | EVP, Chief HR Officer | 249,404 | $2.34M | $0 | 11 | 2026-02-25 |
| 13 | Jonathan M Peacock | Director | 219,815 | $2.06M | $103.6K | 4 | 2025-05-12 |
| 14 | Christophe Couturier | EVP, AMEA | 211,271 | $1.98M | -$1.22M | 19 | 2025-08-12 |
| 15 | Thomas A Szlosek | EVP & CFO | 166,714 | $1.57M | $258.8K | 7 | 2023-05-19 |
| 16 | Frederic Vanderhaegen | EVP, Americas and Europe | 160,735 | $1.51M | -$1.77M | 8 | 2023-08-28 |
| 17 | Ludovic Brellier | EVP, Bioscience & Medtech | 146,566 | $1.38M | $0 | 1 | 2026-05-05 |
| 18 | Steven W Eck | SVP & Chief Accounting Officer | 130,978 | $1.23M | -$482.3K | 21 | 2026-04-06 |
| 19 | GERALD D KELFER | President & CEO | 110,469 | $1.04M | -$1.97M | 12 | 2011-06-03 |
| 20 | Michael Wondrasch | EVP & CIO | 96,072 | $902.1K | $0 | 1 | 2023-02-22 |
| 21 | GREGORY T LUCIER | Director | 94,006 | $882.7K | $541.2K | 3 | 2026-05-11 |
| 22 | Justin Miller | EVP & General Counsel | 93,336 | $876.4K | $0 | 5 | 2023-05-19 |
| 23 | Gerard Brophy | EVP, Biopharma Production | 89,032 | $836.0K | -$1.07M | 9 | 2023-05-19 |
| 24 | James Bramwell | EVP Sales, Customer Excellence | 86,605 | $813.2K | -$351.3K | 10 | 2025-02-28 |
| 25 | MICHAEL SEVERINO | Director | 85,821 | $805.9K | $0 | 4 | 2026-05-11 |
| 26 | Joseph R Massaro | Director | 77,408 | $726.9K | $99.6K | 5 | 2026-05-11 |
| 27 | Sheri Lewis | EVP, Global Ops & Supply Chain | 70,692 | $663.8K | $0 | 3 | 2024-01-03 |
| 28 | Mala Murthy | Director | 69,479 | $652.4K | $0 | 4 | 2026-05-11 |
| 29 | Randy Lee Stone | EVP, Laboratory Solutions | 68,105 | $639.5K | $0 | 3 | 2024-04-18 |
| 30 | Juan Andres | Director | 65,480 | $614.9K | $0 | 3 | 2025-05-12 |
| 31 | Simon Dingemans | Director | 56,495 | $530.5K | $203.5K | 3 | 2026-05-11 |
| 32 | JONATHAN FELS | President Avatar Properties | 52,616 | $494.1K | -$935.5K | 14 | 2010-03-26 |
| 33 | Lan Kang | Director | 52,315 | $491.2K | $62.9K | 4 | 2025-05-12 |
| 34 | Joshua Lionel Nash | Chairman of the Board | 50,320 | $472.5K | $847.4K | 43 | 2012-01-19 |
| 35 | MICHAEL F LEVY | EVP & COO, Avatar Properties | 49,208 | $462.1K | -$1.14M | 14 | 2010-11-30 |
| 36 | Louise Makin | Director | 47,140 | $442.6K | $0 | 3 | 2026-05-11 |
| 37 | John Carethers | Director | 45,858 | $430.6K | $0 | 3 | 2025-05-12 |
| 38 | Kitty Sahin | EVP, Strategy&Corp Development | 42,274 | $397.0K | $0 | 5 | 2024-07-22 |
| 39 | Meghan Henson | EVP, Chief HR Officer | 40,984 | $384.8K | $0 | 2 | 2023-02-27 |
| 40 | Tina Marie Johnston | VP, PFO and PAO | 40,000 | $375.6K | $0 | 2 | 2012-01-04 |
| 41 | Christi Shaw | Director | 36,271 | $340.6K | $0 | 1 | 2023-05-15 |
| 42 | WILLIAM G SPEARS | Director | 20,930 | $196.5K | $0 | 5 | 2007-06-04 |
| 43 | Roger Einiger | Director | 15,420 | $144.8K | $297.6K | 45 | 2012-01-19 |
| 44 | CHARLES L MCNAIRY | Exec.V.P. and Treasurer | 12,500 | $117.4K | $0 | 1 | 2007-08-07 |
| 45 | PATRICIA K FLETCHER | EVP, GC and Secretary | 11,968 | $112.4K | $0 | 3 | 2011-10-03 |
| 46 | EDUARDO A BREA | Director | 8,931 | $83.9K | $0 | 20 | 2009-05-29 |
| 47 | Paul D Barnett | Director | 7,160 | $67.2K | -$31.8K | 39 | 2012-01-19 |
| 48 | JAUNITA I KERRIGAN | Vice President and Secretary | 6,388 | $60.0K | $0 | 1 | 2008-12-24 |
| 49 | FRED STANTON SMITH | Director | 5,874 | $55.2K | $0 | 17 | 2009-05-29 |
| 50 | MILTON H DRESNER | Director | 5,740 | $53.9K | $0 | 22 | 2011-06-06 |
| 51 | BETH STEWART | Director | 5,382 | $50.5K | $0 | 9 | 2011-06-06 |
| 52 | KENNETH T ROSEN | Director | 3,820 | $35.9K | $0 | 8 | 2011-06-06 |
| 53 | MARTIN MEYERSON | Director | 3,709 | $34.8K | $0 | 5 | 2007-06-04 |
| 54 | JOEL M SIMON | Director | 2,820 | $26.5K | $0 | 35 | 2012-01-19 |
| 55 | MICHAEL P RAMA | Controller | 184 | $1.7K | -$18.2K | 6 | 2010-12-08 |
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.
Recent SEC Filings
Latest: 2026-05-12
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-12 | 0001628280-26-034146 | EDGAR |
| 2026-04-29 | 0001628280-26-028078 | EDGAR |
| 2026-04-23 | 0001628280-26-026905 | EDGAR |
| 2026-04-01 | 0001628280-26-022575 | EDGAR |
| 2026-02-11 | 0001628280-26-007120 | EDGAR |
| 2025-12-18 | 0001628280-25-057805 | EDGAR |
| 2025-12-04 | 0001722482-25-000221 | EDGAR |
| 2025-11-10 | 0001628280-25-051159 | EDGAR |
| 2025-10-29 | 0001628280-25-046902 | EDGAR |
| 2025-10-14 | 0001628280-25-044871 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
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 | 0001628280-26-028141 | EDGAR |
| 2025-10-29 | 0001628280-25-046936 | EDGAR |
| 2025-08-01 | 0001722482-25-000190 | EDGAR |
| 2025-04-25 | 0001722482-25-000080 | EDGAR |
| 2024-10-25 | 0001722482-24-000163 | EDGAR |
| 2024-07-26 | 0001722482-24-000145 | EDGAR |
| 2024-04-26 | 0001722482-24-000102 | EDGAR |
| 2023-10-27 | 0001722482-23-000199 | EDGAR |
| 2023-07-28 | 0001722482-23-000159 | EDGAR |
| 2023-04-28 | 0001722482-23-000100 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/B Ratio | 1.2 |
| P/S Ratio | 1.0 |
| EV/EBITDA | 11.2 |
| TTM Revenue | $6.6B |
| TTM Net Income | $-0.6B |
| TTM EPS | $-0.81 |
| ROE | -9.9% |
| Debt/Equity | 0.69 |