Quest Diagnostics temporarily suspended access to several systems following a cyberattack involving patient information.
DGX Quest Diagnostics Inc.
XNYS
242.34
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.
DGX
$242.34
—
Key stats
$242.34
- 52-Week Range
- $171.18 – $248.84
- YTD
- +39.44%
- IV Rank (30D)
- 25.47
- Straddle Price
- $13.70
- P/C Vol Ratio
- 1.55
- Market Cap
- $26.9B
- Open
- $239.63
- Day Range
- $239.63 – $243.90
- Volume
- 361,556
- Prev Close
- $243.28
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) | 5.12% |
| Beta vs SPY | 0.54 |
| Cost of Equity (CAPM) | 7.84% (VRP-adj) |
| WACC | 7.41% |
| Volatility Risk Premium | +44.4pp (IV − HV30) |
| Effective Tax Rate | 22.6% |
| Rev. Growth (YoY, DCF input) | +8.1% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.3B |
| Return on Equity (TTM) | 14.1% |
| Book / Price | 28.6% |
| Gross Margin (TTM) | 33.1% |
| FCF Margin (TTM) | 11.7% |
| Debt / Equity | 0.72 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +5.7% (reverse-DCF on current price) |
| SMA 50 | $237.49 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $233.89 |
| Bollinger Width / SMA20 | 2.8% (drives anchor stability) |
| Net Debt | $5.0B |
| Market Cap | $27B |
Peers used for multiples: ABBV, CI, ELV, GILD, JNJ, LLY, MRK, UNH
60-Day Conviction
67%
20-Day Fair Value
≈ by Nov 23, 2026
$245.54
α +1.1%
rank 20%
conviction
66%
40-Day Fair Value
≈ by Dec 22, 2026
$248.44
α +2.3%
rank 33%
conviction
70%
60-Day Fair Value
≈ by Jan 20, 2027
$247.84
α +2.1%
rank 36%
conviction
67%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $274.74 | 19% | |
| DDM (Gordon) | $125.12 | 0% | |
| Peer P/E | $392.92 | 6% | median 38.6× · 7 peers |
| Peer EV/EBITDA | $368.92 | 6% | median 19.4× · 8 peers |
| Peer P/B | $529.61 | 6% | median 7.6× · 7 peers |
| Peer P/S | $655.13 | 6% | median 5.9× · 8 peers |
| Market Anchor (SMA50) | $237.49 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $247.07 | 19% | 23 strikes · skew +0.08 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- SERVICES-MEDICAL LABORATORIES (8071) · industry map
- Exchange
- XNYS
- Market Cap
- $26.9B
- Employees
- 57,000
- List Date
- 1996-12-17
- CIK
- 0001022079
- Headquarters
- Secaucus, NJ
- Homepage
- https://www.questdiagnostics.com
Quest Diagnostics is a leading independent provider of diagnostic testing, information, and services in the US. The company generates over 97% of its revenue through clinical testing, anatomic pathology, esoteric testing, and substance abuse testing with specimens collected at its national network of roughly 2,400 patient service centers, as well as multiple doctors offices and hospitals. The firm also runs a much smaller diagnostic solutions segment that provides clinical trials testing, risk-assessment services, and information technology solutions.
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 | 6.63% | -17.85% | -4.68% | -8.80% | 8.04% | 7.62% | -1.51% |
| Feb | -13.31% | -2.94% | -6.92% | -1.79% | 6.42% | 14.55% | -0.66% |
| Mar | 10.10% | 3.74% | 1.78% | 6.76% | -4.38% | -6.79% | 1.87% |
| Apr | 1.89% | -1.83% | -2.71% | 2.53% | 5.28% | -1.77% | 0.56% |
| May | -0.78% | 6.49% | -4.90% | 3.21% | -2.24% | 1.16% | 0.49% |
| Jun | 3.69% | -4.07% | 4.86% | -3.00% | 3.00% | 10.28% | 2.46% |
| Jul | 6.66% | -0.08% | -2.83% | 3.80% | -6.65% | 7.64% | 1.42% |
| Aug | 6.84% | -8.31% | -2.30% | 6.30% | 6.32% | 3.60% | 2.07% |
| Sep | -5.36% | -2.72% | -6.63% | -1.10% | 6.65% | -1.33% | -1.75% |
| Oct | 2.43% | 14.52% | 7.60% | 0.57% | -3.36% | 5.08%* | 4.47% |
| Nov | 0.93% | 6.34% | 3.55% | 4.75% | 5.78% | -- | 4.27% |
| Dec | 14.39% | 2.51% | 1.26% | -6.59% | -5.57% | -- | 1.20% |
| Total | 36.07% | -7.70% | -12.38% | 5.40% | 19.09% | 45.59% | 14.34% |
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: $234.21
SMA 50: $237.62
SMA 200: $210.45
Current: $242.76
EMA 12: $237.30
EMA 26: $236.15
MACD: 1.1526 | Signal: 1.3310
BEARISH
ADX (14): 19.80
RANGE
+DI: 16.15
−DI: 20.31
Momentum Oscillators
RSI (14): 60.47
NEUTRAL
Stoch %K: 87.66
Stoch %D: 82.48
Williams %R: -14.39
Volume & Volatility
BB Upper: $242.79
BB Lower: $225.63
NEUTRAL
OBV: 15,286,577
Vol SMA 20: 1,065,830
Vol ROC: -53.49%
ATR: $6.61
True Range: $4.27
HV 20: 20.1%
HV 30: 24.2%
HV 60: 20.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
DGX (Quest Diagnostics) - Comprehensive Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL with Confidence Level: 6/10
Key Drivers & Primary Risks:
- Stock price ($233.07) trading below short-term moving averages (SMA 20: $238.43, SMA 50: $237.25), indicating near-term weakness despite positive news sentiment
- Unusual negative beta (-0.13) creates defensive characteristics but limits upside participation in broader market rallies
- Elevated put/call ratios (4.36 volume, 6.21 OI) signal bearish options positioning despite positive news headlines
- Weak trend regime (ADX 24.54) with elevated -DI (26.58) vs +DI (14.79) suggests downside pressure dominance
Investment Thesis: DGX exhibits conflicting signals between positive news sentiment (multiple analyst upgrades, "fresh high" commentary) and deteriorating technical structure. The negative beta profile and heavy put positioning suggest institutional investors are hedging or rotating out of positions, creating a disconnect between headline optimism and actual market behavior. The weak trend regime and below-MA price action indicates the stock may require consolidation before resuming uptrend.
Recent News Sentiment Impact: News sentiment is POSITIVE (4 of 6 recent headlines positive), focused on DNA testing market growth and analyst enthusiasm. However, the CEO insider sale (Sept 8) on positive news and subsequent technical weakness suggests insiders may be reducing conviction despite bullish headlines.
Technical Analysis
Trend Direction
| Timeframe | Direction | Confidence | |-----------|-----------|-----------| | Short-term (1-4 weeks) | DOWNWARD | MODERATE | | Medium-term (1-3 months) | UPWARD | MODERATE | | Long-term (3-12 months) | UPWARD | MODERATE |
Interpretation:
- Price ($233.07) is below all major moving averages (SMA 20: $238.43, SMA 50: $237.25), signaling short-term downtrend
- However, price remains above the 200-day MA ($205.59) by $27.48 (11.8%), maintaining long-term uptrend structure
- The gap between short-term MAs (SMA 20 & 50 clustered at $237-238) and long-term MA ($205.59) suggests a longer-term uptrend with recent profit-taking
Support/Resistance Levels
| Level | Type | Distance | Implication | |-------|------|----------|-------------| | $227.95 | Support (Bollinger Lower Band) | -2.2% | Primary near-term support | | $225.00 | Support (Psychological/Round) | -3.5% | Secondary support | | $205.59 | Support (SMA 200) | -11.8% | Major long-term support, unlikely to break | | $238.43 | Resistance (SMA 20) | +2.3% | Immediate upside resistance | | $248.91 | Resistance (Bollinger Upper Band) | +6.8% | Secondary resistance, overbought threshold |
Momentum Signals
RSI (14): 43.71 - NEUTRAL
- Positioned in neutral zone (30-70 range)
- Slightly below midpoint (50), suggesting modest bearish lean without oversold conditions
- No immediate bounce signal; room to move lower to 30 before oversold extremes
MACD: -0.44 / Signal: -1.31 / Histogram: +0.87 - BULLISH SIGNAL
- Histogram is positive (+0.87) indicating MACD is above signal line in absolute terms
- However, both MACD (-0.44) and Signal (-1.31) are negative, meaning the moving average crossover is occurring in negative territory
- This represents early-stage bullish momentum but from a weak baseline - the classic "death cross recovery" setup
- Signal strength is moderate; not a strong bullish confirmation yet
Stochastic Oscillators: %K 32.31, %D 38.03 - OVERSOLD BIAS
- %K below 50 moving toward oversold territory (<20 = oversold)
- %D above %K suggests downward momentum may be slowing
- Potential for a stochastic bounce, but not yet in extreme oversold zone
Williams %R: -73.01 - OVERSOLD
- Reading below -70 indicates oversold conditions
- Suggests potential mean-reversion bounce could be imminent
- Typically precedes reversal within 1-3 days
Bollinger Bands Analysis
Configuration: NEUTRAL SQUEEZE
- Width: 8.79 (relatively tight bands)
- Price ($233.07) positioned below the middle band ($238.43) by $5.36
- Price above lower band ($227.95) by $5.12, with ~7.5% cushion to support
- Not in extreme squeeze (which would suggest major breakout coming)
- Bands are neutral but price proximity to lower band suggests oversold conditions developing
Volume Analysis
Volume Metrics:
- Current Volume vs SMA 20: $1.14M average
- Volume Rate of Change: +14.96% (above average volume recently)
- OBV: 14,405,244.53 (strong accumulation signature)
Interpretation:
- Elevated recent volume (+14.96% RoC) during price weakness suggests institutional distribution rather than weak-handed retail selling
- Positive OBV despite price decline is a bullish divergence—indicates net buying pressure despite negative price action
- This OBV pattern often precedes trend reversals; volume supporting the decline suggests smart money stepping in at lower prices
News & Sentiment Analysis
Recent Headlines Summary (Last 10 Articles)
| # | Theme | Sentiment | Date | Relevance | |---|-------|-----------|------|-----------| | 1 | DNA Testing Market Growth | NEUTRAL | 09-24 | Sector tailwind, macro view | | 2 | Portfolio Addition Consideration | POSITIVE | 09-22 | Analyst upgrade signal | | 3 | Market Outperformance Focus | POSITIVE | 09-21 | Included in outperformer list | | 4 | Fresh High Reached | POSITIVE | 09-16 | Recent strength noted | | 5 | CEO Insider Selling | NEUTRAL | 09-08 | -10,000 shares ($2.4M) | | 6 | Market Outperformance Focus | POSITIVE | 09-08 | Bullish commentary |
Key Themes:
- DNA/Diagnostics Sector Tailwind: Market expansion narrative supports long-term growth thesis
- Analyst Bullish Stance: Multiple Zacks appearances in positive context suggests recent analyst upgrades
- Recent Peak Narrative: "Fresh high" reference (Sept 16) on price $233+, now creating resistance
- Insider Activity Contradiction: CEO selling 10K shares on Sept 8 during positive news period signals potential caution
Sentiment Assessment
Aggregate Sentiment: POSITIVE (67% positive, 17% neutral)
- Headline sentiment is constructive and aligned with growth narrative
- Critical Finding: Positive sentiment coincides with stock hitting resistance, suggesting sentiment may be lagging indicators here
Catalyst Identification
Immediate (1-7 days):
- None identified in current data
- Williams %R oversold condition may trigger technical bounce
Near-term (1-4 weeks):
- DNA testing market growth catalysts (M&A, partnership announcements)
- Potential stochastic bounce with positive headline support
- No earnings date provided; data gap identified
Medium-term (1-3 months):
- Upcoming earnings announcement (date not provided)
- Continued diagnostic market expansion
- Potential FDA approvals for test modalities
Data Quality Issue: No earnings date provided—significant gap for timing analysis
Market Narrative vs. Technical Signals: CONFLICTING
The Disconnect:
- News Narrative: "Fresh highs," "portfolio addition," growth market tailwinds
- Technical Reality: Price below all short-term MAs, oversold stochastics, elevated puts
- Interpretation: News represents sentiment at the peak (Sept 16 "fresh high"). Current weakness represents profit-taking after the enthusiasm, not a reversal of the fundamental thesis
- Implication: This is a classic "
Generated
News
All DGX news →
Automation and direct-to-consumer expansion are offsetting wage inflation and Medicare reimbursement pressure, the dual challenge facing diagnostics providers.
Revenue grew 10% as automation and AI boosted margins amid regulatory headwinds.
Quest Diagnostics did "good enough" against an "increasingly high bar," an analyst said Thursday. Quest stock wavered and closed in the green. The post Was Quest's 'Good Enough' Third Quarter Actually Good Enough? appeared first on Investor's Business Daily .
Showing 1–10 of 11
Page 1 of 2
Earnings History
19 of 24 under expected move
Avg Expected Move
5.96%
Avg Actual Move
4.20%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-04 | Pre-Market | 5.53% | 3.87% | 0.70x | Within |
| 2021-04-22 | Pre-Market | 6.42% | 2.82% | 0.44x | Within |
| 2021-07-22 | Pre-Market | 5.58% | 1.61% | 0.29x | Within |
| 2021-10-21 | Pre-Market | 5.97% | 1.01% | 0.17x | Within |
| 2022-01-12 | Pre-Market | 3.76% | 6.80% | 1.81x | Exceeded |
| 2022-04-21 | Pre-Market | 5.87% | 2.30% | 0.39x | Within |
| 2022-07-21 | Pre-Market | 6.63% | 0.16% | 0.02x | Within |
| 2022-10-20 | Pre-Market | 3.45% | 6.32% | 1.83x | Exceeded |
| 2023-02-02 | Pre-Market | 4.07% | 2.13% | 0.52x | Within |
| 2023-04-27 | Pre-Market | 5.31% | 3.97% | 0.75x | Within |
| 2023-07-26 | Pre-Market | 4.73% | 5.99% | 1.27x | Exceeded |
| 2023-10-24 | Pre-Market | 6.05% | 1.75% | 0.29x | Within |
| 2024-02-01 | Pre-Market | 4.52% | 0.98% | 0.22x | Within |
| 2024-04-23 | Pre-Market | 5.46% | 5.08% | 0.93x | Within |
| 2024-07-23 | Pre-Market | 5.96% | 4.34% | 0.73x | Within |
| 2024-10-22 | Pre-Market | 7.06% | 6.85% | 0.97x | Within |
| 2025-01-30 | Pre-Market | 6.55% | 5.62% | 0.86x | Within |
| 2025-04-22 | Pre-Market | 7.60% | 6.78% | 0.89x | Within |
| 2025-07-22 | Pre-Market | 6.49% | 7.08% | 1.09x | Exceeded |
| 2025-10-21 | Pre-Market | 7.83% | 3.03% | 0.39x | Within |
| 2026-02-10 | Pre-Market | 4.71% | 7.37% | 1.56x | Exceeded |
| 2026-04-21 | Pre-Market | 6.90% | 4.45% | 0.64x | Within |
| 2026-07-23 | Pre-Market | 8.96% | 8.61% | 0.96x | Within |
| 2026-10-22 | Pre-Market | 7.74% | 1.82% | 0.24x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
DGX Options Activity & IV Rank
DGX IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 24.8%
7-DTE IV: —
Expected Move: $13.70
7-DTE Move: $13.70
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 110
Put Volume: 171
P/C Volume: 1.555
BEARISH
Call OI: 3,299
Put OI: 3,055
P/C OI: 0.926
Total OI: 6,354
ATM Options Pricing
ATM Call: $8.35
ATM Put: $5.35
Call %: 3.4%
Put %: 2.2%
Chain Summary
Chain Volume: 715
Chain OI: 8,228
Last Updated: 10/23/2026
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)
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 72nd 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
72%
vs own history
GEX tilt
+0.16
OI-weighted, today
Vanna tilt
+0.65
δ-sensitivity to IV
Charm tilt
-0.70
δ-decay vs time
Vanna tilt +0.65: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.70: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 28 ATM contracts, 6k 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
12%
+1.0
pts
EXTREME
ATM 25.1% / Wing 26.0%
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
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Volatility Smile
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IV Rank (7 DTE)
IV Rank (30 DTE)25.5MediumOct 23
Straddle Price (30 DTE)$13.70Oct 23
Beta Analysis
Risk Metrics
Beta: -0.1207
Alpha: 32.71%
Correlation: -0.0643
R-Squared: 0.4%
Stock Volatility: 23.9%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own DGX
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $28.2M | #962 of 6285 | -61.6% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $6.2M | #882 of 4729 | +6.9% | 13F | |
| Point72 Hedge fund Steve Cohen | $5.0M | #986 of 1945 | new | 13F | |
| Millennium Management Hedge fund Izzy Englander | $2.4M | #2474 of 3716 | -77.2% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $796K | #870 of 997 | +8.2% | 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
DGX Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 112,500,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
12 filers$94.68M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $25.94M | 27.40% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $21.32M | 22.52% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $18.82M | 19.88% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $7.10M | 7.50% | 2025-09-30 |
| 5 | IMC-Chicago, LLC Custodian | $6.46M | 6.83% | 2026-06-30 |
| 6 | TUDOR INVESTMENT CORP ET AL | $4.43M | 4.68% | 2026-06-30 |
| 7 | J. Goldman & Co LP | $4.41M | 4.66% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $2.16M | 2.28% | 2026-06-30 |
| 9 | Walleye Capital LLC | $1.40M | 1.48% | 2026-06-30 |
| 10 | Millennium Management LLC Custodian | $1.27M | 1.34% | 2026-06-30 |
| 11 | PEAK6 LLC | $974.97K | 1.03% | 2026-06-30 |
| 12 | Squarepoint Ops LLC | $381.51K | 0.40% | 2026-06-30 |
11 filers$64.02M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $19.16M | 29.93% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $11.70M | 18.27% | 2026-06-30 |
| 3 | PEAK6 LLC | $10.05M | 15.69% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $7.10M | 11.09% | 2026-06-30 |
| 5 | TUDOR INVESTMENT CORP ET AL | $4.26M | 6.65% | 2026-06-30 |
| 6 | Jane Street Group, LLC Custodian | $3.29M | 5.13% | 2026-06-30 |
| 7 | Caption Management, LLC | $3.18M | 4.97% | 2026-06-30 |
| 8 | Wolverine Trading, LLC Custodian | $3.00M | 4.69% | 2025-09-30 |
| 9 | Millennium Management LLC Custodian | $1.48M | 2.32% | 2026-06-30 |
| 10 | Walleye Capital LLC | $763.02K | 1.19% | 2026-06-30 |
| 11 | Simplex Trading, LLC Custodian | $42.39K | 0.07% | 2026-06-30 |
DGX Insider Trading (Form 4)
Latest: 2026-10-02Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Timothy C Wentworth | Director | Grant (A) | +135 RSU | — | EDGAR | |
| 2026-09-03 | J. E. Davis | CEO and President | Sell (S) | −10,000 | $242.72 | -$2.43M | EDGAR |
| 2026-08-31 | Michael E Prevoznik | SVP & General Counsel | Mixed | −1,000 | $177.64 | -$2.97M | EDGAR |
| 2026-07-29 | Mark E Delaney | SVP & Chief Commercial Officer | Sell (S) | −1,600 | $235.18 | -$376.3K | EDGAR |
| 2026-07-27 | Sam Samad | Executive Vice President & CFO | Award (A) | +102 | $206.81 | $21.1K | EDGAR |
| 2026-07-27 | Mark E Delaney | SVP & Chief Commercial Officer | L | +34 | $206.81 | $7.0K | EDGAR |
| 2026-07-27 | Robert B Carter | Director | L | +11 | $206.80 | $2.3K | EDGAR |
| 2026-07-27 | Patrick Plewman | SVP for Diagnostic Services | L | +46 | $206.81 | $9.5K | EDGAR |
| 2026-07-27 | Vicky B Gregg | Director | Award (A) | +72 | $206.81 | $14.9K | EDGAR |
| 2026-07-27 | Wright Lassiter III | Director | L | +6 | $206.81 | $1.2K | EDGAR |
| 2026-07-27 | Timothy L Main | Director | L | +21 | $206.81 | $4.3K | EDGAR |
| 2026-07-27 | Karthik Kuppusamy | SVP, Clinical Solutions | L | +37 | $206.81 | $7.7K | EDGAR |
| 2026-07-02 | Timothy C Wentworth | Director | Grant (A) | +144 RSU | — | EDGAR | |
| 2026-06-08 | Karthik Kuppusamy | SVP, Clinical Solutions | Mixed | — | $162.11 | -$617.4K | EDGAR |
| 2026-06-02 | J. E. Davis | CEO and President | Sell (S) | −10,000 | $194.14 | -$1.94M | 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.
DGX Insider Holdings
18 insiders · @ $242.76
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 | J. E. Davis | CEO and President | 122,423 | $29.72M | -$51.69M | 56 | 2026-09-03 |
| 2 | Catherine T. Doherty | EVP, Regional Businesses | 71,624 | $17.39M | -$76.65M | 79 | 2026-03-06 |
| 3 | Michael E Prevoznik | SVP & General Counsel | 43,767 | $10.62M | -$97.17M | 103 | 2026-08-31 |
| 4 | Michael J Deppe | SVP, Corp. Controller & CAO | 36,652 | $8.90M | -$6.97M | 32 | 2026-03-06 |
| 5 | Sam Samad | Executive Vice President & CFO | 33,478 | $8.13M | $0 | 24 | 2026-07-27 |
| 6 | Timothy M Ring | Director | 31,140 | $7.56M | -$3.00M | 71 | 2026-05-21 |
| 7 | Gary M Pfeiffer | Director | 31,005 | $7.53M | -$6.39M | 27 | 2026-05-21 |
| 8 | Timothy L Main | Director | 27,460 | $6.67M | $253.5K | 15 | 2026-07-27 |
| 9 | Vicky B Gregg | Director | 18,386 | $4.46M | -$762.0K | 34 | 2026-07-27 |
| 10 | Patrick Plewman | SVP for Diagnostic Services | 15,293 | $3.71M | -$4.60M | 36 | 2026-07-27 |
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.
DGX Board & Officers
As of SEC filings through Oct 2, 2026Directors 11
- Gary M Pfeiffer · on file since 2006
- Timothy M Ring · since Dec 6, 2011
- Timothy L Main · since Jan 10, 2014
- Vicky B Gregg · since Jul 22, 2014
- Denise M Morrison · since Feb 18, 2019
- Wright Lassiter III · since Mar 12, 2020
- Tracey Doi · since Aug 16, 2021
- J. E. Davis · listed since Nov 2022
- Luis Diaz · since May 17, 2023
- Robert B Carter · since May 16, 2024
- Timothy C Wentworth · since Mar 9, 2026
Officers 8
- J. E. Davis · CEO and President · listed since Nov 2022
- Sam Samad · Executive Vice President & CFO · since Jul 25, 2022
- Mark E Delaney · SVP & Chief Commercial Officer · since Nov 16, 2022
- Michael E Prevoznik · SVP & General Counsel · on file since 2006
- Catherine T. Doherty · EVP, Regional Businesses · listed since Feb 2024
- Karthik Kuppusamy · SVP, Clinical Solutions · since Nov 16, 2022
- Patrick Plewman · SVP for Diagnostic Services · since Nov 16, 2022
- Michael J Deppe · SVP, Corp. Controller & CAO · listed since Feb 2023
Changes in the last 10 years (31)
| Mar 9, 2026 | Timothy C Wentworth became a director |
| May 16, 2024 | Robert B Carter became a director |
| Feb 23, 2024 | Catherine T. Doherty listed as EVP, Regional Businesses (previously SVP, Regional Businesses) in SEC filings |
| Sep 28, 2023 | The company announced the departure of Gail R Wilensky from the board in an SEC filing |
| May 17, 2023 | Luis Diaz became a director |
| Feb 27, 2023 | Stephen H Rusckowski no longer listed as Chairman, President and CEO in SEC filings |
| Feb 27, 2023 | Michael J Deppe listed as SVP, Corp. Controller & CAO (previously VP, Corp. Controller & CAO) in SEC filings |
| Nov 29, 2022 | Catherine T. Doherty listed as SVP, Regional Businesses (previously SVP, Group Exec. Clin. Fran.) in SEC filings |
| Nov 16, 2022 | Patrick Plewman became SVP for Diagnostic Services |
| Nov 16, 2022 | Mark E Delaney became SVP & Chief Commercial Officer |
| Nov 16, 2022 | Mark A Gardner became SVP of Molecular Gen & Oncol |
| Nov 16, 2022 | Karthik Kuppusamy became SVP, Clinical Solutions |
| Nov 3, 2022 | J. E. Davis listed as CEO and President (previously EVP-Gen. Diagnostics/CEO Elect) in SEC filings |
| Nov 3, 2022 | J. E. Davis first listed as a director in an SEC filing |
| Jul 25, 2022 | Sam Samad became Executive Vice President & CFO |
| May 20, 2022 | The company announced the departure of Manner Carrie Eglinton as SVP, Advanced Diagnostics in an SEC filing |
| Feb 25, 2022 | J. E. Davis listed as EVP-Gen. Diagnostics/CEO Elect (previously EVP, General Diagnostics) in SEC filings |
| Feb 24, 2022 | The company announced the departure of Helen Torley from the board in an SEC filing |
| Feb 3, 2022 | The company announced the departure of Mark Guinan as Executive Vice President & CFO in an SEC filing |
| Aug 16, 2021 | Tracey Doi became a director |
| Mar 12, 2020 | Wright Lassiter III became a director |
| Nov 19, 2019 | Manuel O. Mendez became SVP & Chief Commercial Officer |
| Apr 1, 2019 | Michael J Deppe became VP, Corp. Controller & CAO |
| Feb 18, 2019 | Denise M Morrison became a director |
| May 15, 2018 | Helen Torley became a director |
| Feb 23, 2017 | Jon R Cohen listed as SVP & Group Exec. Diag. Sol. (previously SVP, Diagnostic Solutions) in SEC filings |
| Feb 23, 2017 | Catherine T. Doherty listed as SVP, Group Exec. Clin. Fran. (previously SVP, Clin. Franchise Solutions) in SEC filings |
| Feb 20, 2017 | Manner Carrie Eglinton became SVP, Advanced Diagnostics |
| Feb 15, 2017 | Stephen H Rusckowski listed as Chairman, President and CEO (previously President and CEO) in SEC filings |
| Feb 15, 2017 | Mark Guinan listed as Executive Vice President & CFO (previously Senior Vice President & CFO) in SEC filings |
| Feb 15, 2017 | J. E. Davis listed as EVP, General Diagnostics (previously SVP, Regional Businesses) in SEC filings |
Not reported recently (10)
- Mark A Gardner · Last reported as SVP of Molecular Gen & Oncol in an SEC filing dated Sep 26, 2024
- Stephen H Rusckowski · Last reported as a director in an SEC filing dated Mar 8, 2023
- Manuel O. Mendez · Last reported as SVP & Chief Commercial Officer in an SEC filing dated Feb 22, 2021
- Daniel Stanzione · Last reported as a director in an SEC filing dated Nov 24, 2020
- Everett Cunningham · Last reported as SVP, Commercial in an SEC filing dated Mar 25, 2019
- Robert A Klug · Last reported as VP, Corporate Controller in an SEC filing dated Mar 5, 2019
- Jenne K Britell · Last reported as a director in an SEC filing dated Jun 6, 2018
- Jeffrey M Leiden · Last reported as a director in an SEC filing dated May 30, 2018
- Jon R Cohen · Last reported as SVP & Group Exec. Diag. Sol. in an SEC filing dated Mar 12, 2018
- John B Ziegler · Last reported as a director in an SEC filing dated Feb 24, 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.
DGX Proposed Insider Sales (Form 144)
Latest: 2026-09-01
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
3 filings
· $8.3M notice value
· 3 unique filers
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
PREVOZNIK MICHAEL E (1, $5.5M) · Davis J. E. (1, $2.4M) · DELANEY MARK E (1, $376K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | Davis J. E. | Officer, Director | 10,000 | $2.43M | 2026-09-01 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-28 | PREVOZNIK MICHAEL E | Officer | 22,677 | $5.51M | 2026-08-28 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-28 | DELANEY MARK E | Officer | 1,600 | $376.3K | 2026-07-28 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-04 | KUPPUSAMY KARTHIK | Officer | 8,147 | $1.63M | 2026-06-04 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-01 | Davis J. E. | Officer, Director | 10,000 | $1.94M | 2026-06-01 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-05 | PREVOZNIK MICHAEL E | Officer | 3,878 | $799.7K | 2026-03-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-05 | Doherty Catherine T. | Officer | 5,558 | $1.15M | 2026-03-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-05 | Plewman Patrick | Officer | 2,855 | $588.7K | 2026-03-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-03 | Doherty Catherine T. | Officer | 632 | $131.3K | 2026-03-03 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-03 | PREVOZNIK MICHAEL E | Officer | 526 | $109.3K | 2026-03-03 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-21
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-21 | 0001022079-26-000052 | EDGAR |
| 2026-05-08 | 0001104659-26-057938 | EDGAR |
| 2026-05-01 | 0001104659-26-054141 | EDGAR |
| 2026-04-21 | 0001022079-26-000040 | EDGAR |
| 2026-03-12 | 0000947871-26-000244 | EDGAR |
| 2026-02-10 | 0001022079-26-000005 | EDGAR |
| 2026-01-12 | 0000947871-26-000025 | EDGAR |
| 2025-10-21 | 0001022079-25-000219 | EDGAR |
| 2025-07-22 | 0001022079-25-000172 | EDGAR |
| 2025-05-22 | 0001022079-25-000154 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-26 | 0001022079-26-000015 | EDGAR |
| 2025-02-20 | 0001022079-25-000044 | EDGAR |
| 2024-02-22 | 0001022079-24-000041 | EDGAR |
| 2023-02-21 | 0001022079-23-000018 | EDGAR |
| 2022-02-28 | 0001022079-22-000027 | EDGAR |
| 2021-02-22 | 0001022079-21-000029 | EDGAR |
| 2020-02-20 | 0001022079-20-000017 | EDGAR |
| 2019-02-21 | 0001022079-19-000030 | EDGAR |
| 2018-02-23 | 0001022079-18-000038 | EDGAR |
| 2017-02-22 | 0001022079-17-000032 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-22 | 0001022079-26-000043 | EDGAR |
| 2025-10-21 | 0001022079-25-000218 | EDGAR |
| 2025-07-23 | 0001022079-25-000175 | EDGAR |
| 2025-04-23 | 0001022079-25-000120 | EDGAR |
| 2024-10-23 | 0001022079-24-000190 | EDGAR |
| 2024-07-24 | 0001022079-24-000156 | EDGAR |
| 2024-04-24 | 0001022079-24-000099 | EDGAR |
| 2023-10-25 | 0001022079-23-000157 | EDGAR |
| 2023-07-27 | 0001022079-23-000136 | EDGAR |
| 2023-04-28 | 0001022079-23-000093 | EDGAR |
ETF Holders
292 ETFs hold DGX
25 shown · $4.58B total exposure · 0.06% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.04% | $816.5M | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.04% | $675.7M | — | 2026-09-30 |
| 3 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.25% | $550.9M | — | 2026-09-30 |
| 4 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.04% | $350.1M | $878.4B | 2026-10-21 |
| 5 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.04% | $325.4M | $820.7B | 2026-10-21 |
| 6 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.10% | $245.1M | — | 2026-09-30 |
| 7 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.20% | $199.2M | — | 2026-10-21 |
| 8 | XLV State Street® Health Care Select Sector SPDR® ETF | SPDR (State Street) | 0.41% | $192.7M | $47.5B | 2026-10-21 |
| 9 | VOE Vanguard Morningstar Mid-Cap Value ETF | Vanguard | 0.44% | $160.6M | — | 2026-09-30 |
| 10 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.11% | $145.5M | — | 2026-09-30 |
| 11 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.19% | $110.5M | $57.2B | 2026-10-21 |
| 12 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.11% | $104.7M | — | 2026-09-30 |
| 13 | COWZ Pacer US Cash Cows 100 ETF | Nport | 0.44% | $79.6M | — | 2026-04-30 |
| 14 | VHT Vanguard Health Care ETF | Vanguard | 0.36% | $78.8M | — | 2026-09-30 |
| 15 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.09% | $76.7M | — | 2026-10-21 |
| 16 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.04% | $72.9M | $184.5B | 2026-10-21 |
| 17 | SPLV Invesco S&P 500 Low Volatility ETF | Invesco | 0.86% | $62.4M | — | 2026-10-21 |
| 18 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.07% | $59.0M | $84.8B | 2026-10-21 |
| 19 | IHF iShares U.S. Healthcare Providers ETF | iShares (BlackRock) | 3.23% | $44.7M | $1.4B | 2026-10-21 |
| 20 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.09% | $43.7M | $50.7B | 2026-10-21 |
| 21 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.26% | $40.1M | $15.7B | 2026-10-21 |
| 22 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.09% | $39.0M | — | 2026-10-21 |
| 23 | QLTY GMO U.S. Quality ETF | Nport | 0.85% | $38.2M | — | 2026-05-31 |
| 24 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.09% | $37.6M | $44.8B | 2026-10-21 |
| 25 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.04% | $34.3M | $96.2B | 2026-10-21 |
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
25.78
TTM Diluted EPS
$9.42
TTM Revenue
$11.56B
TTM Net Income
$1.06B
TTM Op. Cash Flow
$1.90B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $3.04B | $319.00M | $2.84 | $597.00M |
| Q1 '26 | 2026-03-31 | $2.90B | $252.00M | $2.24 | $278.00M |
| Q4 '25 | 2025-12-31 | $2.81B | $245.00M | $2.18 | $465.00M |
| Q3 '25 | 2025-09-30 | $2.82B | $243.00M | $2.16 | $563.00M |
| Q2 '25 | 2025-06-30 | $2.76B | $281.00M | $2.47 | $544.00M |
| Q1 '25 | 2025-03-31 | $2.65B | $220.00M | $1.94 | $314.00M |
| Q4 '24 | 2024-12-31 | $2.62B | $220.00M | $1.95 | $464.00M |
| Q3 '24 | 2024-09-30 | $2.49B | $225.00M | $1.99 | $356.00M |
| Q2 '24 | 2024-06-30 | $2.40B | $228.00M | $2.03 | $360.00M |
| Q1 '24 | 2024-03-31 | $2.37B | $194.00M | $1.72 | $154.00M |
| Q4 '23 | 2023-12-31 | $2.29B | $192.00M | $1.70 | $527.00M |
| Q3 '23 | 2023-09-30 | $2.29B | $223.00M | $1.96 | $207.00M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-23
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
25.78
P/B
3.49
P/S
2.36
EV/EBITDA
14.57
EV/Sales
2.80
ROE
13.5%
ROA
6.3%
Div Yield
1.38%
FCF Yield
6.97%
Debt/Equity
0.72
Current Ratio
—
Market Cap
$27.32B
as of 2026-10-23
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
3.42M
SI % of Float
3.10%
Days to Cover
2.69
Short Vol Ratio
63.4%
Free Float
110.10M
Float %
99.8%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-09-23