Zacks Investment ResearchT3·3d ago
CIA Citizens, Inc.
XNYS
4.38
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.
CIA
$4.38
—
What changed
Recent filings, trades and movesKey stats
$4.38
- 52-Week Range
- $3.31 – $6.54
- YTD
- -12.12%
- IV Rank (30D)
- 9.38
- Straddle Price
- $1.27
- P/C Vol Ratio
- 12.56
- Market Cap
- $0.2B
- Open
- $4.19
- Day Range
- $4.18 – $4.46
- Volume
- 72,993
- Prev Close
- $4.13
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 ≥ 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 | 0.90 |
| Cost of Equity (CAPM) | 9.40% (VRP-adj) |
| WACC | 9.56% |
| Volatility Risk Premium | +71.2pp (IV − HV30) |
| Effective Tax Rate | 16.5% |
| Rev. Growth (YoY, DCF input) | +29.5% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.0B |
| Return on Equity (TTM) | 4.9% |
| Book / Price | 110.6% — banking bias active (P/B is primary) |
| Bank Quality Adj | ×0.50 (target ROE vs peer median) |
| Gross Margin (TTM) | 30.0% |
| FCF Margin (TTM) | 5.9% |
| Debt / Equity | 0.00 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +0.2% (reverse-DCF on current price) |
| SMA 50 | $3.64 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $3.67 |
| Bollinger Width / SMA20 | 25.5% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $0B |
Peers used for multiples: CRBG, GL, GNW, JXN, LNC, MET, PRI, PRU, RGA, VOYA
(SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$10.76
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $19.87 | 43% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $2.07 | 13% | median 13.4× · 10 peers |
| Peer EV/EBITDA | n/a | 0% | median 9.0× · 10 peers |
| Peer P/B | $6.26 | 19% | median 1.4× · 10 peers |
| Peer P/S | $2.10 | 6% | median 0.8× · 10 peers |
| Market Anchor (SMA50) | $3.64 | 19% | stability 22% (BB-width) |
| Options Expected (B-L 30d) | $4.07 | 0% | 5 strikes · skew +0.14 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- LIFE INSURANCE (6311) · industry map
- Exchange
- XNYS
- Market Cap
- $0.2B
- Employees
- 246
- List Date
- 1988-12-30
- CIK
- 0000024090
- Last Earnings
- Nov 5 after close · +0.2% vs ±23.7% expected
- Headquarters
- Austin, TX
- Homepage
- https://www.citizensinc.com
Citizens Inc is an insurance holding company serving the life insurance needs of individuals in the United States. The company provides insurance benefits to residents in thirty two U.S. states and more than seventy countries through its insurance subsidiaries. The company operates in two business segments namely the Domestic Insurance and International Insurance segments.. The company majority generates revenues from Life Insurance segment. Company operates in USA, Columbia, Taiwan, Venezuela, Ecuador, Argentina, and Others.
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 | 8.23% | -11.71% | 15.38% | 2.94% | 14.39% | 11.45% | 6.78% |
| Feb | 2.02% | -9.57% | 23.95% | -3.44% | -0.41% | -7.19% | 0.89% |
| Mar | -9.95% | -0.24% | 24.92% | -21.61% | -8.27% | -12.98% | -4.69% |
| Apr | -0.68% | -32.05% | -48.06% | 5.69% | -11.62% | 6.30% | -13.40% |
| May | -11.53% | 9.21% | 9.95% | 30.73% | -9.58% | -3.53% | 4.21% |
| Jun | 4.55% | 30.53% | 9.55% | -8.42% | -2.79% | 7.09% | 6.75% |
| Jul | -1.29% | -6.52% | 5.33% | -9.76% | 5.82% | -20.37% | -4.46% |
| Aug | 11.38% | -4.53% | 18.43% | 7.06% | 35.29% | -19.31% | 8.05% |
| Sep | 2.31% | -11.41% | -5.63% | 19.08% | 1.94% | -9.45% | -0.53% |
| Oct | 0.47% | -20.41% | 2.75% | 31.75% | 6.91% | 4.32% | 4.30% |
| Nov | -12.23% | 3.01% | 8.55% | -2.40% | 2.94% | 18.15%* | 3.00% |
| Dec | -6.35% | -21.98% | -22.25% | -8.66% | -10.22% | -- | -13.89% |
| Total | -15.15% | -60.98% | 14.10% | 33.22% | 17.06% | -29.11% | -6.81% |
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: $3.72
SMA 50: $3.65
SMA 200: $4.82
Current: $4.38
EMA 12: $3.94
EMA 26: $3.79
MACD: 0.1490 | Signal: 0.0815
BULLISH
ADX (14): 22.59
WEAK TREND
+DI: 28.92
−DI: 17.36
Momentum Oscillators
RSI (14): 73.71
OVERBOUGHT
Stoch %K: 88.66
Stoch %D: 88.84
Williams %R: -7.28
Volume & Volatility
BB Upper: $4.27
BB Lower: $3.16
OVERBOUGHT
OBV: 10,074,461
Vol SMA 20: 129,623
Vol ROC: -43.09%
ATR: $0.20
True Range: $0.33
HV 20: 50.2%
HV 30: 45.7%
HV 60: 42.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before CIA’s Nov 5 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report: CIA
Executive Summary
BULLISH (Confidence Level: 7/10)
Key Drivers:
- Recent insider buying activity, indicating potential turnaround
- Oversold RSI indicator, suggesting a potential bounce
- Strong trend indicators (SMA 20, SMA 50) and ADX signal
Primary Risks:
- High implied volatility, increasing option premiums
- Bearish MACD signal, warning of potential correction
- Recent news sentiment is mostly neutral, lacking strong catalysts
Investment Thesis: CIA appears to be oversold and potentially undervalued. The recent insider buying activity suggests a turnaround may be underway. However, the high implied volatility and bearish MACD signal highlight the risks involved.
Recent News Sentiment Impact: The positive news headlines about insider buying have had a moderate impact on the stock's price movement, contributing to its upward momentum.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): BEARISH; Medium-term (1-3 months): NEUTRAL; Long-term (3-12 months): BULLISH
Support/Resistance Levels:
- Lower band: $3.95
- Middle band: $4.90
- Upper band: $5.85
- Breakout level: $6.15
Momentum Signals: RSI: 18.32 (oversold) MACD: -0.36 / Signal: -0.11 / Histogram: -0.25 (bearish)
Bollinger Bands:
- Price touching lower band = oversold
- Middle band: $4.90
Volume Analysis: Volume SMA 20: 120731.95; On-Balance Volume (OBV): 11297419.09; Volume Rate of Change: 106.39%
News & Sentiment Analysis
Recent Headlines Summary: Positive news headlines about insider buying have been the dominant theme.
Sentiment Assessment: NEUTRAL, with a slight lean towards positivity due to recent insider buying activity.
Catalyst Identification: No near-term catalysts are apparent, but the stock's technical indicators suggest a potential bounce may be underway.
Market Narrative: The market narrative is neutral, lacking strong catalysts that could significantly impact CIA's price movement.
Risk & Volatility Assessment
Beta Interpretation: Beta: 1.07 (vs SPY), indicating above-average volatility and amplification of market movements.
Volatility Regime: Current vs historical volatility levels: ABOVE AVERAGE
Options Market Signals: IV Rank: 55.8% (Medium); Current IV: 166.9%; Expected Move: $1.85 (38 DTE)
Downside Protection: Support levels and risk management considerations: Lower band: $3.95; Middle band: $4.90
Market Context & Positioning
Sector Performance: CIA's performance is neutral, with no significant sector or market trends that could impact its price movement.
Institutional Activity: Institutional interest appears to be increasing, as seen in the higher volume and open interest levels.
Correlation Analysis: CIA has a moderate correlation (0.25) with the SPY, indicating it moves with the broader market, but with amplification.
Relative Valuation: CIA is positioned within its trading range, lacking significant relative strength or weakness.
Key Levels & Action Items
Critical Price Levels:
- Lower band: $3.95
- Middle band: $4.90
- Upper band: $5.85
Breakout/Breakdown Levels:
- Breakout level: $6.15 (above upper band)
Time-Sensitive Catalysts: No near-term catalysts are apparent, but the stock's technical indicators suggest a potential bounce may be underway.
Risk Management: Stop-loss levels and position sizing considerations:
- Set stop-loss at lower band ($3.95)
- Consider reducing position size due to high implied volatility and bearish MACD signal
By analyzing the data provided, I have concluded that CIA is potentially oversold and undervalued, with recent insider buying activity suggesting a turnaround may be underway. However, the high implied volatility and bearish MACD signal highlight the risks involved. As a result, I recommend monitoring key price levels, including the lower band ($3.95), middle band ($4.90), and upper band ($5.85). A potential breakout above $6.15 could indicate a stronger trend is emerging.
Generated
News
All CIA news →
Zacks Investment ResearchT3·1mo ago
BenzingaT3·28mo ago
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Showing 1–10 of 13
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Earnings History
16 of 16 under expected move
Avg Expected Move
24.31%
Avg Actual Move
4.61%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-11-04 | After-Close | 6.78% | 3.46% | 0.51x | Within |
| 2023-03-13 | After-Close | 34.38% | 3.13% | 0.09x | Within |
| 2023-05-09 | After-Close | 42.01% | 1.18% | 0.03x | Within |
| 2023-08-04 | After-Close | 15.19% | 2.47% | 0.16x | Within |
| 2023-11-06 | After-Close | 22.88% | 4.90% | 0.21x | Within |
| 2024-03-14 | After-Close | 25.11% | 5.63% | 0.22x | Within |
| 2024-05-07 | After-Close | 40.57% | 11.79% | 0.29x | Within |
| 2024-08-06 | After-Close | 24.29% | 1.62% | 0.07x | Within |
| 2024-11-07 | After-Close | 12.45% | 5.38% | 0.43x | Within |
| 2025-03-13 | Pre-Market | 21.16% | 0.00% | 0.00x | Within |
| 2025-05-08 | After-Close | 30.55% | 5.74% | 0.19x | Within |
| 2025-08-07 | After-Close | 21.56% | 6.76% | 0.31x | Within |
| 2025-11-07 | After-Close | 23.03% | 0.49% | 0.02x | Within |
| 2026-03-12 | Pre-Market | 19.08% | 4.11% | 0.22x | Within |
| 2026-08-06 | After-Close | 26.26% | 16.85% | 0.64x | Within |
| 2026-11-05 | After-Close | 23.67% | 0.24% | 0.01x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
CIA Options Activity & IV Rank
CIA IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 107.5%
7-DTE IV: 128.5%
Expected Move: $1.27
7-DTE Move: $0.90
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 101
Put Volume: 1,269
P/C Volume: 12.564
BEARISH
Call OI: 878
Put OI: 79,090
P/C OI: 90.08
Total OI: 79,968
ATM Options Pricing
ATM Call: $0.53
ATM Put: $0.75
Call %: 12.0%
Put %: 17.1%
Chain Summary
Chain Volume: 1,370
Chain OI: 79,968
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
TYPICAL γ
Estimated net dealer gamma is at the 65th 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
65%
vs own history
GEX tilt
-0.97
OI-weighted, today
Vanna tilt
-0.98
δ-sensitivity to IV
Charm tilt
+0.94
δ-decay vs time
Vanna tilt -0.98: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.94: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 6 ATM contracts, 69k 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)10.8LowNov 9
IV Rank (30 DTE)9.4LowNov 9
Straddle Price (30 DTE)$1.27Nov 9
Beta Analysis
Risk Metrics
Beta: 0.9802
Alpha: -31.72%
Correlation: 0.2644
R-Squared: 7.0%
Stock Volatility: 51.1%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own CIA
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $932K | #2342 of 3138 | -5.9% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $2K | #4413 of 4729 | -52.7% | 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
CIA Institutional Ownership (13F)
Filings for 2026-06-30 · 23 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 51,230,750 (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.
3 filers$246.02K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $181.96K | 73.96% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $63.71K | 25.90% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $345 | 0.14% | 2026-09-30 |
6 filers$20.97M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | RIPOSTE CAPITAL LLC | $18.71M | 89.22% | 2026-06-30 |
| 2 | GROUP ONE TRADING LLC Custodian | $976.37K | 4.66% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $629.97K | 3.00% | 2026-09-30 |
| 4 | Citadel Advisors LLC Custodian | $410.41K | 1.96% | 2026-06-30 |
| 5 | Susquehanna International Group, LLP Custodian | $156.70K | 0.75% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $86.59K | 0.41% | 2026-09-30 |
CIA Insider Trading (Form 4)
Latest: 2026-09-01Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-09-01 | Michael Philip Harwood | Director | Mixed L +632 · Buy +10,000 |
+10,632 | $3.85 | $41.0K | EDGAR |
| 2026-08-18 | Bryon Matthew Lewis | Chief Operations Officer | Mixed Tax −640 · Exer +2,626 |
+1,986 | $3.97 | -$2.5K | EDGAR |
| 2026-08-18 | Paula L Guerrero | Chief Information Officer | Mixed Tax −796 · L +932 · Exer +2,709 |
+2,845 | $4.71 | $1.8K | EDGAR |
| 2026-08-13 | Seth Alan Hoxworth | Chief Actuary | Mixed L +466 · Buy +5,376 |
+5,842 | $3.95 | $23.1K | EDGAR |
| 2026-08-12 | Jon Stenberg | President & CEO | Buy (P) | +12,000 | $3.65 | $43.8K | EDGAR |
| 2026-08-11 | Jon Stenberg | President & CEO | Buy (P) | +50,000 | $3.99 | $199.6K | EDGAR |
| 2026-07-16 | Bryon Matthew Lewis | Chief Operations Officer | Other (J) | −10,697 | — | EDGAR | |
| 2026-06-22 | Sean Samuel McLaughlin | Director | Award (A) | — | — | EDGAR | |
| 2026-06-22 | Peter M Carlson | Director | Exer (M) | +12,012 | — | EDGAR | |
| 2026-06-22 | Michael Philip Harwood | Director | L | +463 | $5.37 | $2.5K | EDGAR |
| 2026-06-22 | Cynthia H Davis | Director | Mixed Exer +12,012 · L +111 |
+12,123 | $5.35 | $596 | EDGAR |
| 2026-06-22 | Mary Taylor | Director | Mixed L +454 · Exer +12,012 |
+12,466 | $5.46 | $2.5K | EDGAR |
| 2026-06-22 | Christopher W Claus | Director | Exer (M) | +12,012 | — | EDGAR | |
| 2026-06-04 | Jerry Davis | Director | L | +1,820 | $5.46 | $9.9K | EDGAR |
| 2026-05-26 | Jon Stenberg | President & CEO | Buy (P) | +10,000 | $4.82 | $48.2K | 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.
CIA Insider Holdings
17 insiders · @ $4.38
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 | Jon Stenberg | President & CEO | 519,674 | $2.28M | $1.32M | 24 | 2026-08-12 |
| 2 | Gerald Shields | President & CEO | 303,942 | $1.33M | $539.1K | 20 | 2025-04-02 |
| 3 | Jeffery P. Conklin | CFO & Treasurer | 192,773 | $845.3K | $52.2K | 19 | 2026-04-02 |
| 4 | Robert M Mauldin III | VP, Chief Marketing Officer | 145,073 | $636.1K | -$43.6K | 17 | 2025-04-01 |
| 5 | Sheryl L Kinlaw | Chief Legal Officer | 99,350 | $435.6K | $9.0K | 11 | 2026-04-02 |
| 6 | James Keith Morgan | Director | 94,182 | $413.0K | $150.2K | 11 | 2025-06-20 |
| 7 | Christopher W Claus | Director | 84,405 | $370.1K | $36.2K | 15 | 2026-06-22 |
| 8 | Harvey J. Waite | Chief Actuary | 83,553 | $366.4K | $27.4K | 16 | 2026-01-05 |
| 9 | Jerry Davis | Director | 74,604 | $327.1K | $0 | 18 | 2026-06-04 |
| 10 | Mary Taylor | Director | 48,633 | $213.3K | $0 | 8 | 2026-06-22 |
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.
CIA Board & Officers
As of SEC filings through Sep 1, 2026Directors 10
- Terry Sam Maness · since Feb 16, 2011
- Christopher W Claus · since Jun 6, 2017
- Jerry Davis · since Jun 6, 2017
- Cynthia H Davis · since Aug 1, 2021
- James Keith Morgan · since Aug 1, 2021
- Mary Taylor · since Aug 1, 2021
- Peter M Carlson · since Jun 17, 2025
- Jon Stenberg · listed since Jun 2025
- Michael Philip Harwood · since Nov 6, 2025
- Sean Samuel McLaughlin · since Jun 16, 2026
Officers 7
- Jon Stenberg · President & CEO · listed since Jul 2024
- Jeffery P. Conklin · CFO & Treasurer · listed since Apr 2025
- Sheryl L Kinlaw · Chief Legal Officer · since Jul 21, 2021
- Paula L Guerrero · Chief Information Officer · since Jan 1, 2025
- Bryon Matthew Lewis · Chief Operations Officer · listed since Apr 2025
- Harvey J. Waite · Chief Actuary · listed since Apr 2025
- Seth Alan Hoxworth · Chief Actuary · since Mar 5, 2026
Changes in the last 10 years (57)
| Jun 16, 2026 | Sean Samuel McLaughlin became a director |
| Mar 5, 2026 | Seth Alan Hoxworth became Chief Actuary |
| Nov 6, 2025 | Michael Philip Harwood became a director |
| Jun 18, 2025 | Jon Stenberg first listed as a director in an SEC filing |
| Jun 17, 2025 | Peter M Carlson became a director |
| Apr 9, 2025 | The company announced the departure of Gerald Shields from the board in an SEC filing |
| Apr 9, 2025 | The company announced the departure of Gerald Shields as President & CEO in an SEC filing |
| Apr 1, 2025 | Jeffery P. Conklin listed as CFO & Treasurer (previously VP, CFO & Treasurer) in SEC filings |
| Apr 1, 2025 | Harvey J. Waite listed as Chief Actuary (previously VP, Chief Actuary) in SEC filings |
| Apr 1, 2025 | Bryon Matthew Lewis listed as Chief Operations Officer (previously VP, Operations) in SEC filings |
| Jan 1, 2025 | Paula L Guerrero became Chief Information Officer |
| Jul 12, 2024 | Jon Stenberg listed as President & CEO (previously President) in SEC filings |
| Mar 18, 2024 | Jon Stenberg became President |
| Mar 7, 2024 | Bryon Matthew Lewis became VP, Operations |
| Mar 31, 2022 | Gerald Shields listed as President & CEO (previously Interim President & CEO) in SEC filings |
| Aug 1, 2021 | Mary Taylor became a director |
| Aug 1, 2021 | James Keith Morgan became a director |
| Aug 1, 2021 | Cynthia H Davis became a director |
| Jul 21, 2021 | Sheryl L Kinlaw became Chief Legal Officer |
| Jun 4, 2021 | Gerald Shields first listed as Interim President & CEO in an SEC filing |
| Feb 2, 2021 | James A. Eliasberg listed as VP, Chief Legal Officer (previously VP, CLO & Secretary) in SEC filings |
| Feb 2, 2021 | Harvey J. Waite listed as VP, Chief Actuary (previously Interim Chief Actuary) in SEC filings |
| Sep 2, 2020 | Fred L. Quatro became a director |
| Aug 12, 2020 | Michael Craft Hughes became a director |
| Aug 12, 2020 | Leighton Paige Patterson became a director |
| Aug 12, 2020 | James Clinton Pugh became a director |
| Aug 12, 2020 | David August Boto became a director |
| Aug 12, 2020 | Charles W. Hott became a director |
| Aug 7, 2020 | Geoffrey Martin Kolander reported in an SEC filing no longer being a director |
| Aug 7, 2020 | Geoffrey Martin Kolander reported in an SEC filing no longer being CEO |
| Apr 1, 2020 | Chad M Mellon became Chief Information Officer |
| Feb 19, 2020 | Geoffrey Martin Kolander first listed as a director in an SEC filing |
| Feb 4, 2020 | Jeffery P. Conklin listed as VP, CFO & Treasurer (previously VP, CAO & Treasurer) in SEC filings |
| Nov 19, 2019 | Amanda L Crews reported in an SEC filing no longer being Vice President, Operations |
| Apr 22, 2019 | Kay E Osbourn reported in an SEC filing no longer being Chief Financial Officer |
| Mar 5, 2019 | Harvey J. Waite became Interim Chief Actuary |
| Feb 4, 2019 | Jeffery P. Conklin listed as VP, CAO & Treasurer (previously VP, Chief Accounting Officer) in SEC filings |
| Oct 1, 2018 | Darin Ray Moore became Chief Information Officer |
| Aug 16, 2018 | Amanda L Crews became Vice President, Operations |
| Jun 5, 2018 | Constance K Weaver became a director |
| Feb 20, 2018 | Geoffrey Martin Kolander listed as CEO (previously Vice President, General Counse) in SEC filings |
| Feb 12, 2018 | James A. Eliasberg became VP, CLO & Secretary |
| Jan 23, 2018 | Kay E Osbourn listed as Chief Financial Officer (previously President) in SEC filings |
| Nov 6, 2017 | David S Jorgensen listed as General Manager of Subsidiary (previously VP, CFO & Treasurer) in SEC filings |
| Sep 1, 2017 | Brian K Ullrich became Vice President, CIO |
| Jul 17, 2017 | Robert M Mauldin III became VP, Chief Marketing Officer |
| Jun 16, 2017 | Gregory S. Broer became Vice President, Chief Actuary |
| Jun 6, 2017 | Jerry Davis became a director |
| Jun 6, 2017 | Christopher W Claus became a director |
| May 17, 2017 | Jeffery P. Conklin became VP, Chief Accounting Officer |
| Feb 27, 2017 | Frank A Keating became a director |
| Feb 22, 2017 | Gerald Shields became a director |
| Feb 1, 2017 | Terry B Festervand became VP, COO |
| Jan 9, 2017 | Walter Scott Buchholtz became Vice President, Human Resource |
| Jan 9, 2017 | Amy S Inman became VP, General Counsel |
| Dec 28, 2016 | Harold E Riley no longer listed as Chairman & CEO in SEC filings |
| Dec 28, 2016 | Dottie S. Riley no longer listed as Vice President, EE Relations in SEC filings |
Not reported recently (25)
- Robert M Mauldin III · Last reported as VP, Chief Marketing Officer in an SEC filing dated Apr 1, 2025
- Frank A Keating · Last reported as a director in an SEC filing dated Jun 7, 2024
- Robert B Sloan Jr · Last reported as a director in an SEC filing dated Jun 8, 2023
- Errol Dean Gage · Last reported as a director in an SEC filing dated Jun 6, 2022
- Constance K Weaver · Last reported as a director in an SEC filing dated Jun 2, 2021
- James A. Eliasberg · Last reported as VP, Chief Legal Officer in an SEC filing dated May 11, 2021
- Chad M Mellon · Last reported as Chief Information Officer in an SEC filing dated Feb 2, 2021
- Fred L. Quatro · Last reported as a director in an SEC filing dated Sep 11, 2020
- James Clinton Pugh · Last reported as a director in an SEC filing dated Aug 25, 2020
- Leighton Paige Patterson · Last reported as a director in an SEC filing dated Aug 24, 2020
- Michael Craft Hughes · Last reported as a director in an SEC filing dated Aug 24, 2020
- David August Boto · Last reported as a director in an SEC filing dated Aug 24, 2020
- Charles W. Hott · Last reported as a director in an SEC filing dated Aug 24, 2020
- Grant Garland Teaff · Last reported as a director in an SEC filing dated Jun 5, 2019
- Sidney L. Harp II · Last reported as Executive VP, Agency Director in an SEC filing dated Apr 23, 2019
- Darin Ray Moore · Last reported as Chief Information Officer in an SEC filing dated Oct 10, 2018
- Steven F Shelton · Last reported as a director in an SEC filing dated Feb 20, 2018
- Terry B Festervand · Last reported as VP, COO in an SEC filing dated Feb 20, 2018
- Gregory S. Broer · Last reported as Vice President, Chief Actuary in an SEC filing dated Feb 20, 2018
- David S Jorgensen · Last reported as General Manager of Subsidiary in an SEC filing dated Jan 23, 2018
- Brian K Ullrich · Last reported as Vice President, CIO in an SEC filing dated Sep 6, 2017
- Amy S Inman · Last reported as VP, General Counsel in an SEC filing dated Jan 19, 2017
- Walter Scott Buchholtz · Last reported as Vice President, Human Resource in an SEC filing dated Jan 17, 2017
- Harold E Riley · Last reported as a director in an SEC filing dated Jan 13, 2017
- Dottie S. Riley · Last reported as a director in an SEC filing dated Jan 13, 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.
Recent SEC Filings
Latest: 2026-11-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
ETF Holders
40 ETFs hold CIA
25 shown · $54.12M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.00% | $12.9M | — | 2026-09-30 |
| 2 | VEA Vanguard FTSE Developed Markets ETF | Vanguard | 0.00% | $8.6M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $5.2M | $76.6B | 2026-11-06 |
| 4 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $4.9M | — | 2026-09-30 |
| 5 | IEFA iShares Core MSCI EAFE ETF | iShares (BlackRock) | 0.00% | $4.2M | $187.1B | 2026-11-06 |
| 6 | VSS Vanguard FTSE All-World EX-US Small-Cap Index Fund | Vanguard | 0.02% | $3.1M | — | 2026-09-30 |
| 7 | SCZ iShares MSCI EAFE Small-Cap ETF | iShares (BlackRock) | 0.02% | $2.1M | $12.6B | 2026-11-06 |
| 8 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.02% | $2.1M | $13.9B | 2026-11-06 |
| 9 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $1.8M | — | 2026-09-30 |
| 10 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.06% | $1.5M | — | 2026-06-30 |
| 11 | IDEV iShares Core MSCI International Developed Markets ETF | iShares (BlackRock) | 0.00% | $1.0M | $33.4B | 2026-11-06 |
| 12 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $917,910 | — | 2026-09-30 |
| 13 | VPL Vanguard FTSE Pacific ETF | Vanguard | 0.01% | $913,082 | — | 2026-09-30 |
| 14 | PICK iShares MSCI Global Metals & Mining Producers ETF | iShares (BlackRock) | 0.04% | $881,782 | $2.2B | 2026-11-06 |
| 15 | IXUS iShares Core MSCI Total International Stock ETF | iShares (BlackRock) | 0.00% | $800,923 | $56.4B | 2026-11-06 |
| 16 | VT Vanguard Total World Stock ETF | Vanguard | 0.00% | $709,665 | — | 2026-09-30 |
| 17 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.05% | $570,506 | $1.2B | 2026-11-06 |
| 18 | GWX State Street® SPDR® S&P® International Small Cap ETF | SPDR (State Street) | 0.06% | $498,947 | $896.1M | 2026-11-05 |
| 19 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $348,156 | — | 2026-11-05 |
| 20 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $198,769 | — | 2026-11-05 |
| 21 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.02% | $187,765 | $1.0B | 2026-11-05 |
| 22 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $165,175 | — | 2026-11-05 |
| 23 | IPAC iShares Core MSCI Pacific ETF | iShares (BlackRock) | 0.01% | $156,977 | $2.6B | 2026-11-06 |
| 24 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.01% | $146,104 | — | 2026-09-30 |
| 25 | VSGX Vanguard ESG International Stock ETF | Vanguard | 0.00% | $126,538 | — | 2026-11-05 |
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
15.70
TTM Diluted EPS
$0.28
TTM Revenue
$255.62M
TTM Net Income
$14.59M
TTM Op. Cash Flow
$17.99M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q4 '25 | 2025-12-31 | $72.07M | $7.34M | $0.14 | $9.10M |
| Q3 '25 | 2025-09-30 | $62.81M | $2.42M | $0.04 | $4.67M |
| Q2 '25 | 2025-06-30 | $65.09M | $6.46M | $0.13 | $3.47M |
| Q1 '25 | 2025-03-31 | $55.65M | $-1.62M | $-0.03 | $748.00K |
| Q4 '24 | 2024-12-31 | $63.47M | $3.62M | $0.07 | $10.83M |
| Q3 '24 | 2024-09-30 | $61.73M | $2.79M | $0.05 | $9.72M |
| Q2 '24 | 2024-06-30 | $62.08M | $3.96M | $0.08 | $4.59M |
| Q1 '24 | 2024-03-31 | $57.71M | $4.54M | $0.09 | $6.79M |
| Q4 '23 | 2023-12-31 | $66.85M | $10.74M | $0.21 | $6.61M |
| Q3 '23 | 2023-09-30 | $59.39M | $2.70M | $0.05 | $3.25M |
| Q2 '23 | 2023-06-30 | $58.53M | $6.13M | $0.12 | $4.84M |
| Q1 '23 | 2023-03-31 | $55.91M | $4.87M | $0.10 | $7.35M |
Q4 2025 • period ending 2025-12-31 • filed 2026-03-12
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
15.70
P/B
0.96
P/S
0.88
EV/EBITDA
8.69
EV/Sales
0.79
ROE
6.2%
ROA
0.8%
Div Yield
0.00%
FCF Yield
7.99%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$225.16M
as of 2026-11-09
CIA vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| BHP BHP Group Limited American Depositary Sh | $203.0B | — | — | +34.5% | 40 |
| RIO Rio Tinto plc | $136.2B | — | — | +6.3% | 41 |
| FCX Freeport-McMoran Inc. | $85.3B | 30.9 | +0.2% | +21.0% | 49 |
| NUE Nucor Corporation | $55.6B | 19.9 | +17.2% | +47.1% | 61 |
| AAL American Airlines Group Inc. | $8.7B | — | +12.3% | −8.6% | 37 |
| CIA Citizens, Inc. | $209M | 15.7 | +4.3% | −11.9% | 9 |
| GLEN GLEN | — | — | — | — | — |
| VALE3 VALE3 | — | — | — | — | — |
| GMEXICOB GMEXICOB | — | — | — | — | — |
| Peer median | $85.3B | 25.4 | +12.3% | +21.0% | 41 |
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
4.45M
SI % of Float
9.92%
Days to Cover
42.74
Short Vol Ratio
84.9%
Free Float
44.83M
Float %
88.5%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-09-22