Brown & Brown, Inc.(BRO)
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
$59.99
- 52-Week Range
- $53.81 – $111.10
- YTD
- -22.71%
- IV Rank (30D)
- 5.46
- Straddle Price
- $5.00
- P/C Vol Ratio
- 0.90
- Market Cap
- $20.3B
Fair Value
+50.0% 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 | 8.61% |
| Volatility Risk Premium | +17.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.5% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.4B |
| Return on Equity (TTM) | 9.0% |
| Book / Price | 66.0% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 100.0% |
| FCF Margin (TTM) | 22.8% |
| Debt / Equity | 0.52 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +3.0% (reverse-DCF on current price) |
| SMA 50 | $61.03 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $57.58 |
| Bollinger Width / SMA20 | 15.8% (drives anchor stability) |
| Net Debt | $5.6B |
| Market Cap | $19B |
Peers used for multiples: ALL, CB, CINF, EG, PGR, TRV
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$114.12
Current Price
$59.99
Deviation
+50.0%
Forward-Return Rank
LONG
gated
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -9.3% ⚠ | -1.97 | -0.07 | 22.0% | — |
| 42d | -13.9% ⚠ | -2.23 | -0.20 | 15.4% | — |
| 63d | -16.6% ⚠ | -2.17 | -0.17 | 16.0% | — |
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 | $420.84 | 18% | |
| DDM (Gordon) | $13.46 | 15% | |
| Peer P/E | $30.60 | 6% | median 8.9× · 6 peers |
| Peer EV/EBITDA | $20.03 | 6% | median 6.6× · 6 peers |
| Peer P/B | $70.43 | 6% | median 1.8× · 6 peers |
| Peer P/S | $28.62 | 6% | median 1.3× · 6 peers |
| Market Anchor (SMA50) | $61.03 | 26% | stability 71% (BB-width) |
| Options Expected (B-L 30d) | $55.09 | 18% | 21 strikes · skew -0.83 |
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
- Industry (SIC)
- INSURANCE AGENTS, BROKERS & SERVICE (6411)
- Exchange
- XNYS
- Market Cap
- $20.3B
Brown & Brown Inc is a diversified insurance agency, wholesale brokerage, insurance programs, and service. The company's business is divided into two reportable segments: (i) the Retail segment, and (ii) the Specialty Distribution segment. The Retail segment provides a broad range of insurance products and services to commercial, public and quasi-public entities, and to professional and individual customers, as well as non-insurance warranty services and products through automobile and recreational vehicle dealer services businesses. The Specialty Distribution segment consists of wholesale bro…
Price History
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -1.01% | 23 |
| Feb | +1.89% | 23 |
| Mar | +1.39% | 23 |
| Apr | +0.99% | 23 |
| May | +0.67% | 23 |
| Jun | +1.11% | 23 |
| Jul | +0.97% | 22 |
| Aug | +2.40% | 22 |
| Sep | -1.22% | 23 |
| Oct | +0.41% | 23 |
| Nov | +2.03% | 23 |
| Dec | +0.82% | 23 |
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: $57.79
SMA 50: $60.94
SMA 200: $75.48
Current: $59.99
EMA 12: $58.56
EMA 26: $58.72
MACD: -0.1558 | Signal: 0.6686
BEARISH
ADX (14): 21.10
WEAK TREND
+DI: 26.30
−DI: 17.65
Momentum Oscillators
RSI (14): 55.16
NEUTRAL
Stoch %K: 76.62
Stoch %D: 78.41
Williams %R: -24.14
Volume & Volatility
BB Upper: $60.48
BB Lower: $55.11
NEUTRAL
OBV: -53,788,569
Vol SMA 20: 2,943,509
Vol ROC: -45.29%
ATR: $1.88
True Range: $1.56
HV 20: 29.7%
HV 30: 32.6%
HV 60: 32.1%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:22.172000
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
Image source: The Motley Fool. Tuesday, April 28, 2026 at 8:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Earnings History
4 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-22 | After-Close | 5.21% | 5.25% | 1.01x | Exceeded |
| 2024-10-28 | After-Close | 5.39% | 1.07% | 0.20x | Within |
| 2025-01-27 | After-Close | 5.94% | 1.03% | 0.17x | Within |
| 2025-04-28 | After-Close | 5.23% | 5.32% | 1.02x | Exceeded |
| 2025-07-28 | After-Close | 5.63% | 10.40% | 1.85x | Exceeded |
| 2025-10-27 | After-Close | 6.22% | 4.28% | 0.69x | Within |
| 2026-01-26 | After-Close | 6.06% | 6.84% | 1.13x | Exceeded |
| 2026-04-27 | After-Close | 8.68% | 4.95% | 0.57x | Within |
Options Activity
- IV Rank (30D)
- 5.46
- IV Rank (7D)
- 100
- Avg IV
- 41.8%
- Straddle (30D)
- $5.00
- Straddle (7D)
- $2.23
- P/C Volume
- 0.90
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)
- -0.10
- Correlation (SPY)
- -4.2%
- R²
- 0.00
- Ann. Volatility
- 28.4%
- SPY Volatility
- 12.3%
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 318,750,000 (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$35.55M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $12.07M | 33.95% | 2026-03-31 |
| 2 | SIMPLEX TRADING, LLC Custodian | $9.26M | 26.04% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $3.45M | 9.70% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $2.37M | 6.68% | 2026-03-31 |
| 5 | GROUP ONE TRADING LLC Custodian | $2.22M | 6.25% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $2.16M | 6.07% | 2026-03-31 |
| 7 | D. E. Shaw & Co., Inc. Custodian | $1.17M | 3.28% | 2026-03-31 |
| 8 | Squarepoint Ops LLC | $1.15M | 3.23% | 2026-03-31 |
| 9 | DRW Securities, LLC | $821.64K | 2.31% | 2026-03-31 |
| 10 | WOLVERINE TRADING, LLC Custodian | $623.23K | 1.75% | 2025-09-30 |
| 11 | OSAIC HOLDINGS, INC. Custodian | $264.40K | 0.74% | 2026-03-31 |
8 filers$12.12M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $5.57M | 45.95% | 2026-03-31 |
| 2 | Squarepoint Ops LLC | $2.70M | 22.27% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $2.30M | 18.94% | 2026-03-31 |
| 4 | IMC-Chicago, LLC Custodian | $626.02K | 5.17% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $362.78K | 2.99% | 2025-09-30 |
| 6 | TUDOR INVESTMENT CORP ET AL | $280.40K | 2.31% | 2026-03-31 |
| 7 | SIMPLEX TRADING, LLC Custodian | $195.63K | 1.61% | 2026-03-31 |
| 8 | GROUP ONE TRADING LLC Custodian | $91.29K | 0.75% | 2026-03-31 |
Insider Activity
Latest: 2026-06-10
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-10 | JOIA M JOHNSON | Director | Buy (P) | +860 | $58.05 | $49.9K | EDGAR |
| 2026-05-06 | Timothy R.M. Main | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-05-06 | Wendell Reilly | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-05-06 | James S Hunt | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-05-06 | Bronislaw Edmund Masojada | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-05-06 | JOIA M JOHNSON | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-05-06 | LAWRENCE L III GELLERSTEDT | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-05-06 | Kathleen A. Savio | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-05-06 | Theodore J Hoepner | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-05-06 | JAYMIN B PATEL | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-05-06 | TONI JENNINGS | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-05-06 | H PALMER JR PROCTOR | Director | Mixed | +4,434 | $57.10 | $114.2K | EDGAR |
| 2026-05-06 | PAUL J KRUMP | Director | Award (A) | +2,434 | — | EDGAR | |
| 2026-03-02 | Julie Turpin | EVP/Chief People Officer | Award (A) | +14,559 | — | EDGAR | |
| 2026-03-02 | Stephen Patrick Hearn | EVP, COO, Pres Retail Segment | Award (A) | +7,137 | — | 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
49 insiders · @ $59.99
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 | HYATT J BROWN | Chairman | 36,053,460 | $2.16B | -$131.17M | 34 | 2025-12-31 |
| 2 | P Barrett Brown | Executive Vice President | 1,364,249 | $81.84M | $0 | 22 | 2026-03-02 |
| 3 | KENNETH D KIRK | Former Regional President | 911,674 | $54.69M | -$8.10M | 12 | 2010-08-10 |
| 4 | BRADLEY JR CURREY | Director | 489,360 | $29.36M | $0 | 15 | 2020-03-12 |
| 5 | James Charles Hays | Director | 365,652 | $21.94M | $1.29M | 4 | 2023-03-17 |
| 6 | J POWELL BROWN | President and CEO | 331,505 | $19.89M | $0 | 60 | 2026-03-02 |
| 7 | JEROME SCOTT PENNY | EVP Chief Acquisitions Officer | 272,866 | $16.37M | -$5.11M | 52 | 2026-03-02 |
| 8 | JIM W HENDERSON | Former Vice Chairman and COO | 238,628 | $14.32M | -$13.88M | 28 | 2010-12-27 |
| 9 | Wendell Reilly | Director | 238,085 | $14.28M | $1.96M | 22 | 2026-05-06 |
| 10 | CORY T WALKER | Sr. VP and CFO | 211,714 | $12.70M | $448.0K | 16 | 2014-03-06 |
| 11 | THOMAS E RILEY | Regional President | 183,913 | $11.03M | -$2.91M | 8 | 2011-01-04 |
| 12 | ANTHONY T STRIANESE | Chair Wholesale Brokerage Seg. | 163,617 | $9.82M | -$3.95M | 45 | 2021-03-24 |
| 13 | BROWN & BROWN INC | Regional President | 161,188 | $9.67M | -$425.5K | 2 | 2012-04-27 |
| 14 | CHARLIE LYDECKER | Retail Division President | 133,926 | $8.03M | -$101.8K | 12 | 2016-02-16 |
| 15 | R. Andrew Watts | EVP, CFO and Treasurer | 122,158 | $7.33M | -$250.8K | 28 | 2026-03-02 |
| 16 | LINDA S DOWNS | Executive Vice President | 118,365 | $7.10M | -$4.22M | 24 | 2015-07-30 |
| 17 | LAUREL L GRAMMIG | VP, Secretary | 111,150 | $6.67M | -$550.1K | 7 | 2013-07-03 |
| 18 | C ROY BRIDGES | Regional President | 107,197 | $6.43M | -$7.19M | 18 | 2014-02-28 |
| 19 | Kenneth R Masters | Senior Vice President | 106,044 | $6.36M | -$716.5K | 7 | 2014-09-10 |
| 20 | Theodore J Hoepner | Director | 97,185 | $5.83M | $346.9K | 23 | 2026-05-06 |
| 21 | Stephen M Boyd | EVP/Pres Spec Dist Segment | 83,081 | $4.98M | -$585.7K | 16 | 2026-03-02 |
| 22 | SAMUEL P III BELL | Director | 74,938 | $4.50M | $0 | 15 | 2021-03-04 |
| 23 | Chris L Walker | EVP/Chair Spec Dist Segment | 64,286 | $3.86M | -$216.6K | 28 | 2026-03-02 |
| 24 | CHILTON D VARNER | Director | 57,904 | $3.47M | $100.1K | 20 | 2024-05-08 |
| 25 | TONI JENNINGS | Director | 57,859 | $3.47M | $0 | 19 | 2026-05-06 |
| 26 | DAVID H HUGHES | Director | 57,727 | $3.46M | $0 | 2 | 2008-01-24 |
| 27 | JOHN R RIEDMAN | Director | 57,689 | $3.46M | $0 | 7 | 2013-01-02 |
| 28 | HUGH M BROWN | Director | 50,739 | $3.04M | $108.5K | 17 | 2022-05-06 |
| 29 | H PALMER JR PROCTOR | Director | 50,055 | $3.00M | $724.3K | 21 | 2026-05-06 |
| 30 | Julie Turpin | EVP/Chief People Officer | 38,973 | $2.34M | -$301.2K | 13 | 2026-03-02 |
| 31 | Timothy R.M. Main | Director | 36,023 | $2.16M | $0 | 16 | 2026-05-06 |
| 32 | RICHARD FREEBOURN | EVP and People Officer | 30,613 | $1.84M | -$2.41M | 17 | 2017-02-27 |
| 33 | James S Hunt | Director | 27,109 | $1.63M | $0 | 16 | 2026-05-06 |
| 34 | MICHAEL PASCHKE | Regional Executive VP | 23,821 | $1.43M | $855 | 3 | 2009-02-25 |
| 35 | LAWRENCE L III GELLERSTEDT | Director | 23,241 | $1.39M | $495.6K | 11 | 2026-05-06 |
| 36 | ROBERT W LLOYD | EVP, Secy, General Counsel | 21,048 | $1.26M | -$2.76M | 34 | 2022-08-09 |
| 37 | JAN E SMITH | Director | 19,553 | $1.17M | -$118.7K | 5 | 2009-08-19 |
| 38 | THOMAS M JR DONEGAN | VP Chief Acq. Counsel Asst Sec | 14,461 | $867.5K | $0 | 2 | 2011-01-20 |
| 39 | Stephen Patrick Hearn | EVP, COO, Pres Retail Segment | 10,385 | $623.0K | $0 | 2 | 2026-03-02 |
| 40 | Bronislaw Edmund Masojada | Director | 10,109 | $606.4K | $354.6K | 5 | 2026-05-06 |
| 41 | SAM R JR BOONE | Regional Executive VP | 9,382 | $562.8K | -$1.64M | 7 | 2013-07-03 |
| 42 | Michael J. Riordan | Regional Executive VP | 9,110 | $546.5K | $75.0K | 1 | 2010-11-30 |
| 43 | PAUL J KRUMP | Director | 7,787 | $467.1K | $249.9K | 4 | 2026-05-06 |
| 44 | JAYMIN B PATEL | Director | 6,957 | $417.4K | $0 | 4 | 2026-05-06 |
| 45 | Kathleen A. Savio | Director | 5,109 | $306.5K | $0 | 3 | 2026-05-06 |
| 46 | Paul M. Gallagher | VP, Controller & CAO | 3,952 | $237.1K | $0 | 1 | 2026-03-02 |
| 47 | JOIA M JOHNSON | Director | 3,294 | $197.6K | $49.9K | 2 | 2026-06-10 |
| 48 | Kenneth Gray II Nester | EVP/Chief Information Officer | 1,996 | $119.7K | $0 | 4 | 2024-02-20 |
| 49 | Julie K Ryan | EVP, Chief People Officer | 1,354 | $81.2K | $0 | 2 | 2019-02-26 |
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: 2026-06-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-05 | 0001193125-26-259864 | EDGAR |
| 2026-05-07 | 0001193125-26-212338 | EDGAR |
| 2026-04-27 | 0001193125-26-182375 | EDGAR |
| 2026-04-09 | 0001193125-26-148592 | EDGAR |
| 2026-03-04 | 0001193125-26-091840 | EDGAR |
| 2026-03-02 | 0001193125-26-084391 | EDGAR |
| 2026-01-26 | 0001193125-26-022760 | EDGAR |
| 2025-10-27 | 0001193125-25-251743 | EDGAR |
| 2025-10-20 | 0001193125-25-242954 | EDGAR |
| 2025-08-22 | 0000950170-25-111028 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-12 | 0001193125-26-046984 | EDGAR |
| 2025-02-13 | 0000950170-25-019039 | EDGAR |
| 2024-02-22 | 0000950170-24-018890 | EDGAR |
| 2023-02-27 | 0000950170-23-004717 | EDGAR |
| 2022-02-23 | 0000950170-22-001654 | EDGAR |
| 2021-02-23 | 0001564590-21-007624 | EDGAR |
| 2020-02-24 | 0001564590-20-006075 | EDGAR |
| 2019-02-26 | 0000079282-19-000006 | EDGAR |
| 2018-02-28 | 0000079282-18-000006 | EDGAR |
| 2017-02-24 | 0000079282-17-000006 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-27 | 0001193125-26-182389 | EDGAR |
| 2025-10-28 | 0001193125-25-251811 | EDGAR |
| 2025-07-28 | 0000950170-25-099240 | EDGAR |
| 2025-04-28 | 0000950170-25-059393 | EDGAR |
| 2024-10-28 | 0000950170-24-117782 | EDGAR |
| 2024-07-22 | 0000950170-24-085353 | EDGAR |
| 2024-04-24 | 0000950170-24-047140 | EDGAR |
| 2023-10-26 | 0000950170-23-055281 | EDGAR |
| 2023-07-27 | 0000950170-23-035211 | EDGAR |
| 2023-04-28 | 0000950170-23-015456 | 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/E Ratio | 19.3 |
| P/B Ratio | 1.6 |
| P/S Ratio | 3.2 |
| EV/EBITDA | 16.4 |
| TTM Revenue | $6.3B |
| TTM Net Income | $1.1B |
| TTM EPS | $3.11 |
| ROE | 9.0% |
| Dividend Yield | 1.02% |
| Debt/Equity | 0.62 |