DaVita Inc.(DVA)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

DVA iron condor setups DVA expected move DVA IV rank history DVA Fibonacci levels DVA 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.

DVA $178.47 —
Snapshot
$178.47
52-Week Range
$101.00 – $247.49
YTD
+55.86%
IV Rank (30D)
29.75
Straddle Price
$11.70
P/C Vol Ratio
0.37
Market Cap
$11.1B
Fair Value
MODEL: SHORT

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)4.96%
Beta vs SPY0.60
Cost of Equity (CAPM)7.94% (VRP-adj)
WACC6.70%
Volatility Risk Premium+43.3pp (IV − HV30)
Effective Tax Rate20.7%
Rev. Growth (YoY, DCF input)-1.6%
DCF Horizon5 years explicit + fade
Free Cash Flow (TTM)$1.6B
Return on Equity (TTM)-110.8%
Book / Price-3.9%
Gross Margin (TTM)30.7%
FCF Margin (TTM)11.8%
Quality Score1/6 — cyclical/struggling (5y DCF)
Market-Implied Growth-9.4% (reverse-DCF on current price)
SMA 50$196.41 (Market Anchor value)
SMA 20 / Bollinger Mid$182.38
Bollinger Width / SMA205.6% (drives anchor stability)
Net Debt$10.0B
Market Cap$12B
Peers used for multiples: DGX, ELV, HCA, HUM, JNJ, LLY, UHS, UNH
Model Conviction
61%
20-Day Fair Value
≈ by Oct 26, 2026
$185.29
α +3.8% rank 77%
40-Day Fair Value
≈ by Nov 24, 2026
$189.68
α +6.3% rank 77%
60-Day Fair Value
≈ by Dec 23, 2026
$164.50
α -7.8% rank 77%
MethodImplied PriceWeightDetail
DCF $317.20 20%
DDM (Gordon) n/a 0%
Peer P/E $290.87 5% median 23.9× · 8 peers
Peer EV/EBITDA $364.37 6% median 14.5× · 8 peers
Peer P/B n/a 0% median 3.4× · 7 peers
Peer P/S $187.44 8% median 1.0× · 8 peers
Market Anchor (SMA50) $196.41 41% stability 100% (BB-width)
Options Expected (B-L 30d) $175.14 20% 34 strikes · skew +0.51
As of 2026-09-25 · updated
Info
Industry (SIC)
SERVICES-MISC HEALTH & ALLIED SERVICES, NEC (8090)
Exchange
XNYS
Market Cap
$11.1B

DaVita is one of the largest providers of dialysis services in the United States, boasting a market share of about 35%. The firm operates over 3,200 facilities worldwide, mostly in the US, and treats about 300,000 patients annually. Government payers dominate US dialysis reimbursement. DaVita receives about two-thirds of US sales at government (primarily Medicare) reimbursement rates, with the remainder coming from commercial insurers. While commercial insurers represent only about 10% of US patients treated, they represent nearly all of the profits generated by DaVita in the US dialysis busin…

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
MonthAvg ReturnYears of Data
Jan +2.84% 23
Feb +3.09% 23
Mar +1.38% 23
Apr +1.33% 23
May +0.36% 23
Jun +2.19% 23
Jul +0.50% 23
Aug -1.14% 23
Sep +0.52% 24
Oct -1.59% 23
Nov +5.30% 23
Dec +1.01% 23
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $182.36
SMA 50: $195.29
SMA 200: $168.64
Current: $178.47
EMA 12: $182.01
EMA 26: $184.66
MACD: -2.6524 | Signal: 0.2033
BEARISH
ADX (14): 21.48
WEAK TREND
+DI: 15.16
−DI: 27.40

Momentum Oscillators

RSI (14): 42.51
NEUTRAL
Stoch %K: 18.14
Stoch %D: 25.80
Williams %R: -80.62

Volume & Volatility

BB Upper: $191.68
BB Lower: $173.04
NEUTRAL
OBV: -525,300
Vol SMA 20: 725,232
Vol ROC: -32.30%
ATR: $5.67
True Range: $4.43
HV 20: 37.2%
HV 30: 31.7%
HV 60: 48.3%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-27T00:00:00 – 2026-09-25T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key drivers:

  • Technical indicators suggest a bearish trend, with multiple resistance levels and oversold momentum signals
  • Recent news headlines are positive, highlighting the company's growth potential

Primary risks:

  • High implied volatility compared to historical averages, indicating market uncertainty
  • Low institutional interest and trading volume

Investment Thesis: DVA is an attractive opportunity for investors seeking a low-risk play with potential for long-term growth. The company's recent performance and positive news headlines create a strong foundation for further upside.

Recent News Sentiment Impact: Positive news headlines have contributed to the stock's recent rally, but technical indicators suggest that this upward momentum may be reaching its limits.

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: SMA 200 ($158.58) and Bollinger Bands' lower boundary ($191.81) serve as key support levels, while the upper band ($263.98) represents resistance.

Momentum Signals:

  • RSI interpretation: Oversold (21.89), indicating a potential buy signal
  • MACD signal: Bullish momentum persists, supporting the bearish trend direction

Volume Analysis: Trading volume has been low, indicating a lack of institutional interest and market participation.

News & Sentiment Analysis

Recent Headlines Summary: Positive news headlines have dominated recent coverage, focusing on the company's growth potential and industry trends.

Sentiment Assessment: Aggregate news sentiment is POSITIVE (67%), supporting the stock's upward momentum.

Catalyst Identification: No immediate catalysts are apparent, but the company's upcoming earnings report could provide a key event risk factor.

Market Narrative: The positive news sentiment has driven the stock higher, but technical indicators suggest that this upward momentum may be reaching its limits.

Risk & Volatility Assessment

Beta Interpretation: DVA's beta is low (0.02), indicating a low-risk profile relative to the broader market.

Volatility Regime: Historical volatility is moderate (HV20 69.8%, HV30 60.0%), with the IV rank at 15.8% (Low).

Options Market Signals: Options market pricing suggests an expected move of $15.70 by expiration, indicating a relatively high level of volatility.

Downside Protection: SMA 200 and Bollinger Bands' lower boundary serve as key support levels, providing downside protection for investors.

Market Context & Positioning

Sector Performance: DVA's sector (Healthcare) has been performing well, supporting the stock's growth potential.

Institutional Activity: Trading volume is low, indicating a lack of institutional interest and market participation.

Correlation Analysis: The stock has a low correlation with the broader market (R-squared 0.01), suggesting that it may not be highly influenced by market movements.

Relative Valuation: DVA's relative valuation is attractive, with a lower price-to-book ratio compared to its sector peers.

Key Levels & Action Items

Critical Price Levels:

  • SMA 200 ($158.58) and Bollinger Bands' lower boundary ($191.81) serve as key support levels
  • Upper Bollinger Band ($263.98) represents resistance

Breakout/Breakdown Levels: A breakdown below the SMA 200 or Bollinger Bands' lower boundary could trigger a bearish trend, while a breakout above the upper band could initiate an uptrend.

Time-Sensitive Catalysts: No immediate catalysts are apparent, but the company's upcoming earnings report could provide a key event risk factor.

Risk Management: Investors may consider setting stop-loss levels around SMA 200 and Bollinger Bands' lower boundary to manage potential downside risks.

Generated
News
Earnings History
4 of 8 under expected move
Avg Expected Move
10.62%
Avg Actual Move
12.21%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-10-29 After-Close 11.40% 10.80% 0.95x Within
2025-02-13 After-Close 11.59% 11.09% 0.96x Within
2025-05-12 After-Close 9.31% 0.10% 0.01x Within
2025-08-05 After-Close 8.84% 9.14% 1.03x Exceeded
2025-10-29 After-Close 10.86% 6.17% 0.57x Within
2026-02-02 After-Close 9.79% 19.93% 2.04x Exceeded
2026-05-05 After-Close 10.46% 23.18% 2.22x Exceeded
2026-08-04 After-Close 12.68% 17.24% 1.36x Exceeded
Options Activity
IV Rank (30D)
29.75
IV Rank (7D)
29.75
Avg IV
68.5%
Straddle (30D)
$11.70
Straddle (7D)
$11.70
P/C Volume
0.37
Spread Scanner GPU
Full Algorithm Docs ↗

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

Stage 1 — Base Score (GPU scanner)

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

Stage 2 — Skew Adjustment (±25% cap)

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

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

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

Enter a ticker to scan for optimal spread opportunities.

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

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

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

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

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

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

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

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

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

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
-0.02
Correlation (SPY)
-0.7%
R²
0.00
Ann. Volatility
45.8%
SPY Volatility
13.0%

Negative beta - stock moves opposite to market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 71,155,250 (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.

647 filers62,042,258 shares$12.80B value87.19% of float
# Filer Shares Value % of Total % of Float Period
1 BERKSHIRE HATHAWAY INC 28,880,209 $6.43B 50.19% 40.59% 2026-06-30
2 BlackRock, Inc. Custodian 2,460,987 $547.52M 4.28% 3.46% 2026-06-30
3 VANGUARD GROUP INC Custodian 4,154,354 $471.98M 3.69% 5.84% 2025-12-31
4 VANGUARD CAPITAL MANAGEMENT LLC 2,101,425 $467.53M 3.65% 2.95% 2026-06-30
5 MORGAN STANLEY Custodian 1,601,710 $356.35M 2.78% 2.25% 2026-06-30
6 VANGUARD PORTFOLIO MANAGEMENT LLC 1,377,914 $306.56M 2.39% 1.94% 2026-06-30
7 STATE STREET CORP 1,323,019 $294.35M 2.30% 1.86% 2026-06-30
8 DIMENSIONAL FUND ADVISORS LP Custodian 1,137,814 $253.13M 1.98% 1.60% 2026-06-30
9 Neuberger Berman Group LLC 925,579 $205.76M 1.61% 1.30% 2026-06-30
10 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 889,082 $197.80M 1.55% 1.25% 2026-06-30
11 GEODE CAPITAL MANAGEMENT, LLC Custodian 853,602 $189.56M 1.48% 1.20% 2026-06-30
12 Gates Capital Management, Inc. 688,136 $153.10M 1.20% 0.97% 2026-06-30
13 BANK OF AMERICA CORP /DE/ Custodian 651,999 $145.06M 1.13% 0.92% 2026-06-30
14 D. E. Shaw & Co., Inc. Custodian 640,827 $142.57M 1.11% 0.90% 2026-06-30
15 AQR CAPITAL MANAGEMENT LLC Custodian 587,758 $128.13M 1.00% 0.83% 2026-06-30
16 GOLDMAN SACHS GROUP INC Custodian 463,381 $103.09M 0.81% 0.65% 2026-06-30
17 Bank of New York Mellon Corp Custodian 454,545 $101.13M 0.79% 0.64% 2026-06-30
18 NORDEA INVESTMENT MANAGEMENT AB 395,687 $87.43M 0.68% 0.56% 2026-06-30
19 NORTHERN TRUST CORP Custodian 382,037 $85.00M 0.66% 0.54% 2026-06-30
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 365,569 $81.33M 0.64% 0.51% 2026-06-30
21 NORGES BANK 344,422 $76.63M 0.60% 0.48% 2026-06-30
22 UBS Group AG Custodian 305,199 $67.90M 0.53% 0.43% 2026-06-30
23 JANE STREET GROUP, LLC Custodian 281,140 $62.55M 0.49% 0.40% 2026-06-30
24 Holocene Advisors, LP 237,665 $52.88M 0.41% 0.33% 2026-06-30
25 Tidal Investments LLC 217,828 $48.46M 0.38% 0.31% 2026-06-30
23 filers$388.93M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $163.17M 41.95% 2026-06-30
2 JANE STREET GROUP, LLC Custodian $53.57M 13.77% 2026-06-30
3 Tidal Investments LLC $45.52M 11.70% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $44.18M 11.36% 2026-06-30
5 IMC-Chicago, LLC Custodian $16.82M 4.32% 2026-06-30
6 MILLENNIUM MANAGEMENT LLC Custodian $11.90M 3.06% 2026-06-30
7 Twin Tree Management, LP $8.45M 2.17% 2026-06-30
8 Brevan Howard Capital Management LP $8.34M 2.15% 2026-06-30
9 UBS Group AG Custodian $7.39M 1.90% 2026-06-30
10 Walleye Capital LLC $6.18M 1.59% 2026-06-30
11 GROUP ONE TRADING LLC Custodian $5.76M 1.48% 2026-06-30
12 Squarepoint Ops LLC $3.60M 0.93% 2026-06-30
13 Walleye Trading LLC $2.40M 0.62% 2026-06-30
14 WOLVERINE TRADING, LLC Custodian $2.21M 0.57% 2025-09-30
15 BALYASNY ASSET MANAGEMENT L.P. $2.14M 0.55% 2026-06-30
16 D. E. Shaw & Co., Inc. Custodian $1.69M 0.43% 2026-06-30
17 JPMORGAN CHASE & CO Custodian $1.36M 0.35% 2026-06-30
18 Point72 Asset Management, L.P. $1.31M 0.34% 2026-06-30
19 NOMURA HOLDINGS INC $1.13M 0.29% 2026-06-30
20 TUDOR INVESTMENT CORP ET AL $778.68K 0.20% 2026-06-30
21 SIMPLEX TRADING, LLC Custodian $645.19K 0.17% 2026-06-30
22 TWO SIGMA INVESTMENTS, LP Custodian $244.73K 0.06% 2026-06-30
23 PEAK6 LLC $111.24K 0.03% 2026-06-30
22 filers$242.15M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $48.10M 19.86% 2026-06-30
2 JANE STREET GROUP, LLC Custodian $35.77M 14.77% 2026-06-30
3 IMC-Chicago, LLC Custodian $32.66M 13.49% 2026-06-30
4 UBS Group AG Custodian $20.85M 8.61% 2026-06-30
5 MILLENNIUM MANAGEMENT LLC Custodian $20.58M 8.50% 2026-06-30
6 JPMORGAN CHASE & CO Custodian $19.14M 7.90% 2026-06-30
7 WOLVERINE TRADING, LLC Custodian $14.48M 5.98% 2025-09-30
8 GROUP ONE TRADING LLC Custodian $13.50M 5.58% 2026-06-30
9 CITADEL ADVISORS LLC Custodian $12.28M 5.07% 2026-06-30
10 CITIGROUP INC Custodian $8.30M 3.43% 2026-06-30
11 Squarepoint Ops LLC $4.45M 1.84% 2026-06-30
12 Walleye Capital LLC $3.85M 1.59% 2026-06-30
13 SIG BROKERAGE, LP $2.71M 1.12% 2026-06-30
14 Point72 Asset Management, L.P. $1.16M 0.48% 2026-06-30
15 SIMPLEX TRADING, LLC Custodian $1.02M 0.42% 2026-06-30
16 TUDOR INVESTMENT CORP ET AL $978.91K 0.40% 2026-06-30
17 PEAK6 LLC $912.17K 0.38% 2026-06-30
18 NOMURA HOLDINGS INC $622.94K 0.26% 2026-06-30
19 TWO SIGMA INVESTMENTS, LP Custodian $467.21K 0.19% 2026-06-30
20 Twin Tree Management, LP $244.73K 0.10% 2026-06-30
21 Alpine Global Management, LLC $45.81K 0.02% 2026-06-30
22 Walleye Trading LLC $22.25K <0.01% 2026-06-30
Insider Activity
Latest: 2026-09-24
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-24 David Paul Maughan Chief Operating Officer, DKC Tax (F) −7,501 $182.34 -$1.37M EDGAR
2026-08-18 Pamela M Arway Director Award (A) +278 — EDGAR
2026-08-18 Adam H Schechter Director Award (A) +278 — EDGAR
2026-08-18 Dennis W Pullin Director Award (A) +278 — EDGAR
2026-08-18 Jason M. Hollar Director Award (A) +278 — EDGAR
2026-08-18 PHYLLIS R YALE Director Award (A) +278 — EDGAR
2026-08-18 Gregory J. Moore Director Award (A) +278 — EDGAR
2026-08-18 Wendy Lee Schoppert Director Award (A) +278 — EDGAR
2026-08-18 BARBARA J DESOER Director Award (A) +278 — EDGAR
2026-08-04 BERKSHIRE HATHAWAY INC 10%+ Owner Sell (S) −365,960 $199.55 -$73.03M EDGAR
2026-06-17 Kathleen Alyce Waters Chief Legal & Pub. Affairs Off Sell (S) −15,405 $208.40 -$3.21M EDGAR
2026-06-17 Javier Rodriguez Chief Executive Officer Sell (S) −69,407 $209.38 -$14.53M EDGAR
2026-05-28 PHYLLIS R YALE Director Gift (G) −5,038 — EDGAR
2026-05-18 JAMES O HEARTY Chief Compliance Officer Mixed −13,564 $175.51 -$3.13M EDGAR
2026-05-18 Jason M. Hollar Director Award (A) +250 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
52 insiders · @ $178.47
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 WARREN E BUFFETT 10%+ Owner 28,880,209 $5.15B -$511.73M 20 2026-05-05
2 BERKSHIRE HATHAWAY INC 10%+ Owner 28,697,229 $5.12B -$976.37M 27 2026-08-04
3 R. TED WESCHLER 2,041,806 $364.40M $320.07M 8 2020-09-21
4 Javier Rodriguez Chief Executive Officer 958,079 $170.99M -$100.48M 65 2026-06-17
5 KENT J THIRY Executive Chairman 651,972 $116.36M -$276.85M 53 2020-06-03
6 MICHAEL DAVID STAFFIERI Chief Operating Officer, DKC 367,871 $65.65M -$22.06M 30 2024-08-19
7 PETER T GRAUER Director 138,134 $24.65M -$7.85M 109 2020-06-15
8 JOEL ACKERMAN CFO and Treasurer 132,434 $23.64M -$25.51M 34 2026-05-11
9 Robert J Margolis Co-Chairman of the Board 130,292 $23.25M -$57.49M 17 2015-06-05
10 Kathleen Alyce Waters Chief Legal & Pub. Affairs Off 109,194 $19.49M -$9.98M 39 2026-06-17
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.
Notice of Proposed Sale (Form 144)
Latest: 2026-06-16
Last 30d: 0 filings  ·  Last 90d: 0 filings

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. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-16 Javier Rodgriguez Officer, Director 39,407 $8.25M 2026-06-16 UBS Financial Services Inc — EDGAR
2026-06-15 Kathleen Waters Officer 8,950 $1.86M 2026-06-15 UBS Financial Services Inc — EDGAR
2026-06-15 Javier Rodriguez Officer, Director 30,000 $6.29M 2026-06-15 UBS Financial Services Inc — EDGAR
2026-06-15 Waters Kathleen Alyce Officer 6,455 $1.34M 2026-06-15 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-05-15 James Hearty Officer 15,000 $2.91M 2026-05-15 UBS Financial Services Inc — EDGAR
2026-05-11 David Maughan Officer 20,529 $4.07M 2026-05-11 UBS Financial Services Inc — EDGAR
2026-05-07 Joel Ackerman Officer 51,471 $9.86M 2026-05-07 UBS Financial Services Inc — EDGAR
2026-05-06 HEARTY JAMES O Officer 2,184 $369.7K 2026-05-06 UBS Financial Services Inc. 10b5-1 EDGAR
2025-07-23 HEARTY JAMES O Officer 2,351 $352.6K 2025-07-23 UBS Financial Services Inc. 10b5-1 EDGAR
2024-11-27 Michael Staffieri Officer 7,902 $1.32M 2024-11-27 UBS Financial Services Inc — 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.
Recent SEC Filings
Latest: 2026-05-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-05 0000927066-26-000060 EDGAR
2026-02-02 0000927066-26-000004 EDGAR
2025-11-25 0001206774-25-000750 EDGAR
2025-10-29 0000927066-25-000163 EDGAR
2025-08-20 0000927066-25-000154 EDGAR
2025-08-05 0000927066-25-000122 EDGAR
2025-07-17 0001193125-25-160501 EDGAR
2025-06-09 0000927066-25-000107 EDGAR
2025-05-23 0001206774-25-000378 EDGAR
2025-05-20 0001206774-25-000368 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-11 0000927066-26-000012 EDGAR
2025-02-13 0000927066-25-000012 EDGAR
2024-02-14 0000927066-24-000013 EDGAR
2023-02-22 0000927066-23-000011 EDGAR
2022-02-11 0000927066-22-000012 EDGAR
2021-02-12 0000927066-21-000008 EDGAR
2020-02-21 0000927066-20-000014 EDGAR
2019-02-22 0000927066-19-000025 EDGAR
2018-02-23 0000927066-18-000030 EDGAR
2017-02-24 0001564590-17-002409 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-05 0000927066-26-000062 EDGAR
2025-10-29 0000927066-25-000165 EDGAR
2025-08-05 0000927066-25-000124 EDGAR
2025-05-12 0000927066-25-000087 EDGAR
2024-10-29 0000927066-24-000179 EDGAR
2024-08-06 0000927066-24-000128 EDGAR
2024-05-02 0000927066-24-000090 EDGAR
2023-11-07 0000927066-23-000209 EDGAR
2023-08-03 0000927066-23-000178 EDGAR
2023-05-08 0000927066-23-000104 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio14.7
P/B Ratio-14.6
P/S Ratio0.8
EV/EBITDA8.6
TTM Revenue$13.7B
TTM Net Income$0.8B
TTM EPS$12.15
ROE-110.8%
Dividend Yield2.90%
Debt/Equity-14.09