BLX Bladex, Inc.

XNYS 55.62 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

BLX $55.62 —
Key stats
$55.62
52-Week Range
$38.41 – $63.20
YTD
+26.93%
IV Rank (30D)
90.97
Straddle Price
$5.43
P/C Vol Ratio
1.00
Market Cap
$2.1B
Open
$54.94
Day Range
$54.92 – $55.72
Volume
20,830
Prev Close
$54.92
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY0.73
Cost of Equity (CAPM)8.79% (VRP-adj)
WACC5.27%
Volatility Risk Premium+42.4pp (IV − HV30)
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+3.0%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.03 (applied to P/E, EV/EBITDA, P/S)
Debt / Equity2.40
Quality Score0/6 — cyclical/struggling (5y DCF)
SMA 50$54.78 (Market Anchor value)
SMA 20 / Bollinger Mid$54.82
Bollinger Width / SMA205.8% (drives anchor stability)
Net Debt$2.1B
Peers used for multiples: ACTG, CORT, CRDO, EPR, GNRC, PAAS, RGLD, UVSP
60-Day Conviction
30%
20-Day Fair Value
≈ by Nov 20, 2026
$55.69
α +0.1% rank 20%
conviction
10%
40-Day Fair Value
≈ by Dec 21, 2026
$56.34
α +1.3% rank 14%
conviction
42%
60-Day Fair Value
≈ by Jan 19, 2027
$56.06
α +0.8% rank 11%
conviction
30%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) $47.79 29%
Peer P/E n/a 0% median 36.0× · 6 peers
Peer EV/EBITDA n/a 0% median 17.9× · 8 peers
Peer P/B n/a 0% median 3.3× · 8 peers
Peer P/S n/a 0% median 9.9× · 8 peers
Market Anchor (SMA50) $54.78 71% stability 100% (BB-width)
Options Expected (B-L 30d) $54.78 0% 6 strikes · skew -0.66
As of 2026-10-22 · updated
About
Industry (SIC)
COMMERCIAL BANKS, NEC (6029) · industry map
Exchange
XNYS
Market Cap
$2.1B
Employees
372
List Date
1992-09-24
CIK
0000890541
Next Earnings
2026-10-26 (After-Close)
Homepage
https://www.bladex.com

Bladex Inc is a Panama-based bank focused on providing financial solutions to financial institutions and corporations throughout Panama.

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
'21'22'23'24'25'26Avg
Jan-1.99%-1.67%5.97%-3.57%6.24%10.61%2.60%
Feb0.20%-5.62%6.95%16.01%13.44%0.97%5.33%
Mar-3.26%1.83%-7.70%9.10%-11.98%1.65%-1.73%
Apr-2.96%-5.91%4.53%-4.82%4.08%3.67%-0.24%
May2.55%1.64%8.28%3.06%6.19%4.12%4.31%
Jun-0.13%-8.04%12.09%-0.64%-2.42%9.73%1.77%
Jul7.22%2.59%2.73%7.84%-1.14%-5.24%2.33%
Aug6.29%5.11%-1.21%1.72%17.29%-9.88%3.22%
Sep3.60%-10.61%-10.02%5.15%0.24%1.48%-1.69%
Oct1.28%13.20%8.04%-0.16%-5.64%0.72%*2.91%
Nov-10.02%4.17%4.32%5.77%3.98%--1.64%
Dec2.41%-1.94%-0.12%3.46%-0.84%--0.59%
Total4.04%-7.37%36.43%49.90%29.37%17.37%21.62%
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: $54.87
SMA 50: $54.77
SMA 200: $53.87
Current: $55.61
EMA 12: $54.95
EMA 26: $54.94
MACD: 0.0167 | Signal: 0.1210
BEARISH
ADX (14): 10.79
RANGE
+DI: 17.47
−DI: 14.59

Momentum Oscillators

RSI (14): 55.10
NEUTRAL
Stoch %K: 67.88
Stoch %D: 60.76
Williams %R: -25.83

Volume & Volatility

BB Upper: $55.80
BB Lower: $53.94
NEUTRAL
OBV: 4,943,785
Vol SMA 20: 144,412
Vol ROC: -90.76%
ATR: $1.20
True Range: $0.80
HV 20: 16.4%
HV 30: 17.3%
HV 60: 18.5%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

Here is a comprehensive stock analysis report for BLX:

Executive Summary

Overall assessment: NEUTRAL with confidence level (6/10)

Key drivers and primary risks: The stock's recent price action has been characterized by a gradual upward trend, supported by positive news sentiment and stable technical indicators. However, the options market suggests higher volatility ahead, which may impact the stock's performance.

Investment thesis: BLX is likely to continue its slow but steady growth trajectory as long as the company maintains its dividend payments and executes its business strategy effectively.

Recent news sentiment impact: The recent positive news headlines regarding quarterly dividend payments have contributed to the stock's upward momentum. However, the neutral sentiment from the Limekiln Wind Farm project update has not significantly impacted the stock price.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Uptrend; Medium-term (1-3 months): Consolidation; Long-term (3-12 months): Bullish

Support/Resistance Levels: Key price levels from moving averages and technical patterns:

  • SMA 20: $55.10
  • SMA 50: $52.12
  • Upper Bollinger Band: $57.83
  • Middle Bollinger Band: $55.10
  • Lower Bollinger Band: $52.37

Momentum Signals:

  • RSI interpretation: Neutral (49.60)
  • MACD signal: Bullish (0.74)
  • Bollinger Bands position: Squeeze (neutral)

Volume Analysis: Volume trends and institutional interest signals:

  • Volume SMA 20: 136545.57
  • On-Balance Volume (OBV): 5030387.41
  • Volume Rate of Change: 47.74%

News & Sentiment Analysis

Recent Headlines Summary: Key themes from last 10 news articles:

  • Positive dividend payments and quarterly earnings
  • Neutral updates on wind farm projects
  • No significant negative news headlines

Sentiment Assessment: Aggregate news sentiment: Positive (6/10)

Catalyst Identification: Upcoming events, earnings, product launches, regulatory changes:

  • No imminent catalysts identified

Risk & Volatility Assessment

Beta Interpretation: Risk relative to market (beta 0.55 = relatively low risk)

Volatility Regime: Current vs historical volatility levels:

  • Historical: Low volatility
  • Realized: Moderate volatility
  • Implied: Higher volatility ahead (IV Rank: 62.5%)

Options Market Signals: IV rank, put/call ratios, unusual activity:

  • IV Rank: 62.5% (Medium)
  • Put/Call Volume Ratio: 0.19 (Bullish sentiment)

Market Context & Positioning

Sector Performance: Relative strength vs sector/market:

  • Sector performance neutral; market correlation moderate

Institutional Activity: Volume patterns suggesting institutional interest:

  • Institutional buying seen in recent weeks

Correlation Analysis: How stock moves relative to market (R-squared interpretation):

  • Correlation: 0.31 (moderate)

Key Levels & Action Items

Critical Price Levels: Support/resistance to monitor:

  • SMA 20: $55.10
  • Upper Bollinger Band: $57.83
  • Middle Bollinger Band: $55.10

Breakout/Breakdown Levels: Technical levels that could trigger significant moves:

  • Lower Bollinger Band: $52.37 (potential support)

Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches:

  • No imminent catalysts identified

Risk Management: Stop-loss levels and position sizing considerations:

  • Set stop-loss at SMA 20 ($55.10) to limit potential losses
  • Consider reducing position size due to moderate volatility ahead
Generated
News
All BLX news →

BLX Options Activity & IV Rank

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

Volatility Metrics

Current IV: 41.6%
7-DTE IV: —
Expected Move: $5.43
7-DTE Move: $5.43
Days to Exp: 29 (2026-11-20)

Options Flow

Call Volume: 2
Put Volume: 2
P/C Volume: 1.0
NEUTRAL
Call OI: 16
Put OI: 6
P/C OI: 0.375
Total OI: 22

ATM Options Pricing

ATM Call: $2.48
ATM Put: $2.95
Call %: 4.4%
Put %: 5.3%

Chain Summary

Chain Volume: 199
Chain OI: 435
Last Updated: 10/22/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 52nd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
52%
vs own history
GEX tilt
+0.71
OI-weighted, today
Vanna tilt
+0.64
δ-sensitivity to IV
Charm tilt
-0.82
δ-decay vs time
Vanna tilt +0.64: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.82: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

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.

· 6 ATM contracts, 0k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
ATM 43.4% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)91.0HighOct 22
Straddle Price (30 DTE)$5.43Oct 22
Beta Analysis

Risk Metrics

Beta: 0.4156
Alpha: 17.62%
Correlation: 0.2270
R-Squared: 5.2%
Stock Volatility: 23.4%
Market Volatility: 12.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time

BLX Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 37,152,000 (as of 2025-12-31)

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.

18 filers1,840,643 shares$108.05M value4.95% of float
# Filer Shares Value % of Total % of Float Period
1 LSV ASSET MANAGEMENT 1,144,126 $70.33M 65.09% 3.08% 2026-06-30
2 BEDDOW CAPITAL MANAGEMENT INC 294,135 $13.12M 12.14% 0.79% 2025-12-31
3 Uniplan Investment Counsel, Inc. 145,251 $8.93M 8.26% 0.39% 2026-06-30
4 MARTINGALE ASSET MANAGEMENT L P 47,731 $2.93M 2.72% 0.13% 2026-06-30
5 Ramirez Asset Management, Inc. 42,166 $2.59M 2.40% 0.11% 2026-06-30
6 RhumbLine Advisers 41,272 $2.54M 2.35% 0.11% 2026-06-30
7 NAVELLIER & ASSOCIATES INC 36,477 $2.24M 2.08% 0.10% 2026-06-30
8 Point Nemo Capital, LLC 25,949 $1.60M 1.48% 0.07% 2026-06-30
9 Estabrook Capital Management 22,530 $1.38M 1.28% 0.06% 2026-06-30
10 EQUITABLE TRUST CO 20,000 $1.10M 1.02% 0.05% 2026-09-30
11 Sterling Capital Management LLC 8,441 $518.87K 0.48% 0.02% 2026-06-30
12 Diversified Trust Co 7,938 $487.95K 0.45% 0.02% 2026-06-30
13 SBI Securities Co., Ltd. 2,682 $164.86K 0.15% <0.01% 2026-06-30
14 GAMMA Investing LLC 852 $46.88K 0.04% <0.01% 2026-09-30
15 PNC Financial Services Group, Inc. Custodian 726 $44.61K 0.04% <0.01% 2026-06-30
16 Front Row Advisors LLC 213 $11.96K 0.01% <0.01% 2026-06-30
17 First Command Advisory Services, Inc. 147 $9.04K <0.01% <0.01% 2026-06-30
18 MassMutual Private Wealth & Trust, FSB 7 $385 <0.01% 0.00% 2026-09-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

BLX Insider Trading (Form 4)

Latest: 2026-08-31
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
2026-08-31 Annette Marie Van Hoorde Chief Financial Officer Buy (P) +1,454 $55.00 $80.0K EDGAR
2026-08-24 Alejandro Horacio Tizzoni Chief Risk Officer Buy (P) +1,850 $53.00 $98.0K EDGAR
2026-06-09 Tarciana Paula Gomes Director — −4,200 $55.09 -$231.4K 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.

BLX Insider Holdings

2 insiders · @ $55.61
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 Alejandro Horacio Tizzoni Chief Risk Officer 79,901 $4.44M $98.0K 1 2026-08-24
2 Annette Marie Van Hoorde Chief Financial Officer 23,132 $1.29M $80.0K 1 2026-08-31
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.

BLX Board & Officers

As of SEC filings through Aug 31, 2026

Directors 1

Officers 2

Changes in the last 10 years (3)
Aug 31, 2026Annette Marie Van Hoorde first on file as Chief Financial Officer
Aug 24, 2026Alejandro Horacio Tizzoni first on file as Chief Risk Officer
Jun 9, 2026Tarciana Paula Gomes first on file as a director
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.
ETF Holders
30 ETFs hold BLX
25 shown · $91.01M total exposure · 0.06% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.06% $42.9M $75.1B 2026-10-20
2 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.10% $14.1M $13.7B 2026-10-20
3 VTWO Vanguard Russell 2000 ETF Vanguard 0.05% $9.5M — 2026-09-30
4 SMLF iShares U.S. Small-Cap Equity Factor ETF iShares (BlackRock) 0.17% $7.3M $4.2B 2026-10-20
5 FESM Fidelity Enhanced Small Cap Core ETF Fidelity 0.08% $5.0M $6.6B 2026-10-20
6 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.01% $1.9M $13.6B 2026-10-20
7 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.10% $1.4M — 2026-09-30
8 GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF Goldman 0.11% $1.2M $1.0B 2026-10-20
9 VFMF Vanguard U.S. Multifactor ETF Vanguard 0.10% $1.0M — 2026-10-20
10 SMLV State Street® SPDR® US Small Cap Low Volatility Index ETF SPDR (State Street) 0.41% $1.0M $248.6M 2026-10-20
11 SEIS SEI Select Small Cap ETF Nport 0.17% $998,150 — 2026-06-30
12 RSSL Global X Russell 2000 ETF Global X 0.06% $783,873 — 2026-10-21
13 SVAL iShares US Small Cap Value Factor ETF iShares (BlackRock) 0.40% $651,372 $161.3M 2026-10-20
14 VFMO Vanguard U.S. Momentum Factor ETF Vanguard 0.03% $563,597 — 2026-10-20
15 VFVA Vanguard U.S. Value Factor ETF Vanguard 0.06% $559,473 — 2026-10-20
16 IWV iShares Russell 3000 ETF iShares (BlackRock) 0.00% $447,010 $20.6B 2026-10-20
17 FORH Formidable ETF Nport 2.17% $428,446 — 2026-06-30
18 OMFS Invesco Russell 2000 Dynamic Multifactor ETF Nport 0.14% $402,606 — 2026-05-31
19 JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF JPMorgan 0.06% $329,410 $569.8M 2026-10-21
20 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.01% $174,248 — 2026-09-30
21 VTHR Vanguard Russell 3000 ETF Vanguard 0.00% $136,230 — 2026-09-30
22 FLQS Franklin U.S. Small Cap Multifactor Index ETF Franklin 0.20% $94,741 $48.4M 2026-10-20
23 ITWO ProShares Russell 2000 High Income ETF ProShares 0.05% $94,133 — 2026-10-21
24 URTY ProShares UltraPro Russell2000 ProShares 0.03% $73,263 — 2026-10-21
25 MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF Nport 0.01% $69,632 — 2026-05-31
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
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q4 '252025-12-31$0.00———
Q4 '242024-12-31$0.00———
Q4 '232023-12-31$0.00———
Q4 '222022-12-31$0.00———
Q4 '212021-12-31$0.00———
Q4 '202020-12-31$0.00———
Q4 '192019-12-31$0.00———
Q4 '182018-12-31$0.00———
Q4 '172017-12-31$0.00———
Q4 '162016-12-31$0.00———
Q4 '152015-12-31$0.00———
Q4 '142014-12-31$0.00———
Q4 2025 • period ending 2025-12-31 • filed 2026-04-20
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
656.01K
SI % of Float
2.27%
Days to Cover
3.34
Short Vol Ratio
33.7%
Free Float
28.93M
Float %
96.2%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-05-14