EMCOR Group, Inc.(EME)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Snapshot
$827.99
- 52-Week Range
- $478.16 – $951.96
- YTD
- +29.65%
- IV Rank (30D)
- 23.26
- Straddle Price
- $84.75
- P/C Vol Ratio
- 0.82
- Market Cap
- $36.6B
Fair Value
+7.1% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.53% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.03% (VRP-adj) |
| WACC | 10.01% |
| Volatility Risk Premium | +19.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 26.0% |
| Rev. Growth (YoY, DCF input) | +7.5% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.1B |
| Return on Equity (TTM) | 34.6% |
| Book / Price | 10.6% |
| Gross Margin (TTM) | 19.3% |
| FCF Margin (TTM) | 6.1% |
| Debt / Equity | 0.00 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +18.0% (reverse-DCF on current price) |
| SMA 50 | $848.50 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $845.92 |
| Bollinger Width / SMA20 | 1.8% (drives anchor stability) |
| Net Debt | $-0.9B |
| Market Cap | $36B |
Peers used for multiples: AGX, FIX, GVA, IESC, JCI, LGIH, STRL, TMHC
Blended Fair Value
$881.52
Current Price
$823.05
Deviation
+7.1%
Forward-Return Rank
LONG
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -2.6% ⚠ | +0.09 | -0.04 | 23.7% | — |
| 42d | -3.4% ⚠ | +0.26 | +0.04 | 27.9% | — |
| 63d | -5.1% ⚠ | -0.06 | -0.12 | 18.1% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $457.70 | 19% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $1086.18 | 9% | median 33.9× · 8 peers |
| Peer EV/EBITDA | $1402.08 | 9% | median 31.2× · 8 peers |
| Peer P/B | $812.70 | 2% | median 9.4× · 8 peers |
| Peer P/S | $1528.37 | 6% | median 3.6× · 8 peers |
| Market Anchor (SMA50) | $848.50 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $857.18 | 19% | 72 strikes · skew +0.66 |
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
- Industry (SIC)
- ELECTRICAL WORK (1731)
- Exchange
- XNYS
- Market Cap
- $36.6B
EMCOR Group Inc is a specialty contractor in the United States and a provider of electrical and mechanical construction and facilities services, building services, and industrial services. Its services are provided to a broad range of commercial, technology, manufacturing, industrial, healthcare, utility, and institutional customers through approximately 100 operating subsidiaries. The company's operating subsidiaries are organized into reportable segments: United States mechanical construction and facilities services, which derives key revenue; United States electrical construction and facili…
Price History
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -0.66% | 23 |
| Feb | -0.21% | 23 |
| Mar | +1.39% | 23 |
| Apr | +4.59% | 23 |
| May | +1.31% | 23 |
| Jun | +1.74% | 23 |
| Jul | +1.80% | 22 |
| Aug | -0.33% | 22 |
| Sep | -1.15% | 23 |
| Oct | +2.96% | 23 |
| Nov | +3.78% | 23 |
| Dec | +1.65% | 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: $840.57
SMA 50: $849.77
SMA 200: $721.18
Current: $823.05
EMA 12: $826.57
EMA 26: $840.69
MACD: -14.1258 | Signal: -4.8383
BEARISH
ADX (14): 25.96
TREND
+DI: 15.81
−DI: 21.88
Momentum Oscillators
RSI (14): 45.54
NEUTRAL
Stoch %K: 26.95
Stoch %D: 23.93
Williams %R: -54.42
Volume & Volatility
BB Upper: $894.42
BB Lower: $786.72
NEUTRAL
OBV: 27,500,145
Vol SMA 20: 349,029
Vol ROC: -63.98%
ATR: $31.23
True Range: $20.36
HV 20: 37.5%
HV 30: 33.4%
HV 60: 39.3%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:23.793000
Date Range: 2024-06-14T00:00:00 – 2026-06-12T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
7 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-25 | Pre-Market | 10.04% | 7.46% | 0.74x | Within |
| 2024-10-31 | Pre-Market | 8.98% | 2.93% | 0.33x | Within |
| 2025-02-26 | Pre-Market | 10.90% | 7.83% | 0.72x | Within |
| 2025-04-30 | Pre-Market | 9.52% | 3.41% | 0.36x | Within |
| 2025-07-31 | Pre-Market | 7.41% | 1.85% | 0.25x | Within |
| 2025-10-30 | Pre-Market | 10.32% | 16.48% | 1.60x | Exceeded |
| 2026-02-26 | Pre-Market | 10.69% | 7.59% | 0.71x | Within |
| 2026-04-29 | Pre-Market | 9.55% | 3.52% | 0.37x | Within |
Options Activity
- IV Rank (30D)
- 23.26
- IV Rank (7D)
- 100
- Avg IV
- 56.6%
- Straddle (30D)
- $84.75
- Straddle (7D)
- $36.85
- P/C Volume
- 0.82
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR25 and BF25 from the live options chain. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Volatility Surface
Enter a ticker to render the implied volatility surface.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 1.73
- Correlation (SPY)
- 55.1%
- R²
- 0.30
- Ann. Volatility
- 38.7%
- SPY Volatility
- 12.3%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 44,947,905 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
16 filers$252.35M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $101.00M | 40.02% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $33.67M | 13.34% | 2026-03-31 |
| 3 | IMC-Chicago, LLC Custodian | $21.85M | 8.66% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $21.78M | 8.63% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $19.60M | 7.77% | 2025-09-30 |
| 6 | Point72 Asset Management, L.P. | $13.66M | 5.41% | 2026-03-31 |
| 7 | D. E. Shaw & Co., Inc. Custodian | $12.77M | 5.06% | 2026-03-31 |
| 8 | Cubist Systematic Strategies, LLC | $12.28M | 4.86% | 2025-09-30 |
| 9 | Squarepoint Ops LLC | $4.36M | 1.73% | 2026-03-31 |
| 10 | MILLENNIUM MANAGEMENT LLC Custodian | $4.21M | 1.67% | 2026-03-31 |
| 11 | PEAK6 LLC | $2.95M | 1.17% | 2026-03-31 |
| 12 | SIMPLEX TRADING, LLC Custodian | $1.85M | 0.73% | 2026-03-31 |
| 13 | TUDOR INVESTMENT CORP ET AL | $1.55M | 0.61% | 2026-03-31 |
| 14 | GROUP ONE TRADING LLC Custodian | $516.82K | 0.20% | 2026-03-31 |
| 15 | Raiffeisen Bank International AG | $155.04K | 0.06% | 2026-03-31 |
| 16 | CSS LLC/IL | $147.66K | 0.06% | 2026-03-31 |
14 filers$161.62M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $44.89M | 27.77% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $30.05M | 18.59% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $20.16M | 12.47% | 2026-03-31 |
| 4 | Cubist Systematic Strategies, LLC | $16.43M | 10.17% | 2025-09-30 |
| 5 | IMC-Chicago, LLC Custodian | $13.58M | 8.41% | 2026-03-31 |
| 6 | Point72 Asset Management, L.P. | $12.18M | 7.54% | 2026-03-31 |
| 7 | WOLVERINE TRADING, LLC Custodian | $10.89M | 6.74% | 2025-09-30 |
| 8 | Twin Tree Management, LP | $4.95M | 3.06% | 2026-03-31 |
| 9 | MILLENNIUM MANAGEMENT LLC Custodian | $2.81M | 1.74% | 2026-03-31 |
| 10 | D. E. Shaw & Co., Inc. Custodian | $2.29M | 1.42% | 2026-03-31 |
| 11 | SIMPLEX TRADING, LLC Custodian | $2.07M | 1.28% | 2026-03-31 |
| 12 | Squarepoint Ops LLC | $738.31K | 0.46% | 2026-03-31 |
| 13 | TUDOR INVESTMENT CORP ET AL | $516.82K | 0.32% | 2026-03-31 |
| 14 | PEAK6 LLC | $73.83K | 0.05% | 2026-03-31 |
Insider Activity
Latest: 2026-06-05
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-05 | John W Altmeyer | Director | Award (A) | +304 | — | EDGAR | |
| 2026-06-05 | AMY E DAHL | Director | Award (A) | +230 | — | EDGAR | |
| 2026-06-05 | Ronald L Johnson | Director | Award (A) | +230 | — | EDGAR | |
| 2026-06-05 | Carol P Lowe | Director | Award (A) | +304 | — | EDGAR | |
| 2026-06-05 | M KEVIN MCEVOY | Director | Award (A) | +230 | — | EDGAR | |
| 2026-06-05 | PATRICK J ROCHE | Director | Award (A) | +304 | — | EDGAR | |
| 2026-06-05 | Steven Schwarzwaelder | Director | Award (A) | +230 | — | EDGAR | |
| 2026-06-05 | Robin A Walker-Lee | Director | Award (A) | +230 | — | EDGAR | |
| 2026-05-13 | William P Reid | Director | Sell (S) | −2,000 | $925.78 | -$1.85M | EDGAR |
| 2026-05-05 | John W Altmeyer | Director | Sell (S) | −2,500 | $895.00 | -$2.24M | EDGAR |
| 2026-05-04 | Steven Schwarzwaelder | Director | Sell (S) | −5,602 | $895.19 | -$5.01M | EDGAR |
| 2026-05-04 | Anthony Guzzi | Chairman, President and CEO | Gift (G) | −3,000 | — | EDGAR | |
| 2026-05-04 | Jason R Nalbandian | SVP, CFO, Chief Acct. Officer | Sell (S) | −800 | $856.43 | -$685.1K | EDGAR |
| 2026-05-04 | Robert Peter Lind | VP and Controller | Sell (S) | −675 | $894.27 | -$603.6K | EDGAR |
| 2026-05-01 | Anthony Guzzi | Chairman, President and CEO | Award (A) | +13 | — | 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
27 insiders · @ $823.05
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 | FRANK T MACINNIS | Director | 400,306 | $329.47M | -$56.33M | 100 | 2015-08-27 |
| 2 | ALBERT JR FRIED | Director | 191,189 | $157.36M | -$6.61M | 39 | 2014-02-03 |
| 3 | R KEVIN MATZ | EVP - Shared Services | 174,151 | $143.33M | -$16.74M | 120 | 2024-03-04 |
| 4 | Anthony Guzzi | Chairman, President and CEO | 173,102 | $142.47M | -$70.34M | 184 | 2026-05-04 |
| 5 | STEPHEN W BERSHAD | Director | 162,974 | $134.14M | -$5.30M | 66 | 2018-05-01 |
| 6 | SHELDON I CAMMAKER | Vice Chairman | 109,952 | $90.50M | -$16.74M | 93 | 2016-10-31 |
| 7 | David H. Laidley | Director | 75,075 | $61.79M | -$270.5K | 73 | 2023-05-01 |
| 8 | MICHAEL T YONKER | Director | 64,425 | $53.02M | -$8.53M | 63 | 2019-05-01 |
| 9 | LARRY J BUMP | Director | 64,089 | $52.75M | -$1.31M | 38 | 2016-05-02 |
| 10 | MARK A POMPA | EVP & CFO | 54,958 | $45.23M | -$23.63M | 135 | 2024-03-04 |
| 11 | LEICLE E CHESSER | 38,287 | $31.51M | $0 | 1 | 2007-02-26 | |
| 12 | JERRY E RYAN | Director | 34,316 | $28.24M | -$3.77M | 61 | 2019-05-01 |
| 13 | John W Altmeyer | Director | 33,920 | $27.92M | -$2.99M | 62 | 2026-06-05 |
| 14 | RICHARD F JR HAMM | Director | 31,601 | $26.01M | -$7.67M | 68 | 2021-05-04 |
| 15 | Maxine Lum Mauricio | CAO, EVP & General Counsel | 22,480 | $18.50M | -$6.25M | 79 | 2026-05-01 |
| 16 | DAVID A B BROWN | Director | 22,251 | $18.31M | -$11.13M | 77 | 2020-05-01 |
| 17 | Carol P Lowe | Director | 18,228 | $15.00M | -$668.5K | 44 | 2026-06-05 |
| 18 | Jason R Nalbandian | SVP, CFO, Chief Acct. Officer | 18,157 | $14.94M | -$1.05M | 27 | 2026-05-04 |
| 19 | Steven Schwarzwaelder | Director | 16,105 | $13.26M | -$5.01M | 43 | 2026-06-05 |
| 20 | M KEVIN MCEVOY | Director | 13,559 | $11.16M | -$950.5K | 41 | 2026-06-05 |
| 21 | William P Reid | Director | 10,149 | $8.35M | -$2.60M | 50 | 2026-05-13 |
| 22 | Robin A Walker-Lee | Director | 6,370 | $5.24M | -$1.77M | 40 | 2026-06-05 |
| 23 | Ronald L Johnson | Director | 5,424 | $4.46M | $0 | 20 | 2026-06-05 |
| 24 | Robert Peter Lind | VP and Controller | 4,216 | $3.47M | -$820.4K | 10 | 2026-05-04 |
| 25 | Rebecca A Weyenberg | Director | 1,539 | $1.27M | $0 | 2 | 2023-06-09 |
| 26 | AMY E DAHL | Director | 908 | $747.3K | $0 | 3 | 2026-06-05 |
| 27 | PATRICK J ROCHE | Director | 462 | $380.2K | $0 | 2 | 2026-06-05 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Recent SEC Filings
Latest: 2026-06-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-04 | 0000105634-26-000085 | EDGAR |
| 2026-04-29 | 0000105634-26-000048 | EDGAR |
| 2026-02-26 | 0000105634-26-000027 | EDGAR |
| 2025-10-30 | 0000105634-25-000082 | EDGAR |
| 2025-10-29 | 0000105634-25-000073 | EDGAR |
| 2025-07-31 | 0000105634-25-000049 | EDGAR |
| 2025-06-05 | 0000105634-25-000036 | EDGAR |
| 2025-04-30 | 0000105634-25-000032 | EDGAR |
| 2025-02-26 | 0000105634-25-000019 | EDGAR |
| 2025-02-03 | 0000105634-25-000006 | 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 | 0000105634-26-000025 | EDGAR |
| 2025-02-26 | 0000105634-25-000015 | EDGAR |
| 2024-02-28 | 0000105634-24-000006 | EDGAR |
| 2023-02-23 | 0000105634-23-000005 | EDGAR |
| 2022-02-24 | 0000105634-22-000006 | EDGAR |
| 2021-02-25 | 0000105634-21-000044 | EDGAR |
| 2020-02-27 | 0000105634-20-000043 | EDGAR |
| 2019-02-21 | 0000105634-19-000044 | EDGAR |
| 2018-02-22 | 0000105634-18-000045 | EDGAR |
| 2017-02-23 | 0000105634-17-000043 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-29 | 0000105634-26-000046 | EDGAR |
| 2025-10-30 | 0000105634-25-000078 | EDGAR |
| 2025-07-31 | 0000105634-25-000046 | EDGAR |
| 2025-04-30 | 0000105634-25-000029 | EDGAR |
| 2024-10-31 | 0000105634-24-000037 | EDGAR |
| 2024-07-25 | 0000105634-24-000029 | EDGAR |
| 2024-04-25 | 0000105634-24-000013 | EDGAR |
| 2023-10-26 | 0000105634-23-000036 | EDGAR |
| 2023-07-27 | 0000105634-23-000029 | EDGAR |
| 2023-04-27 | 0000105634-23-000013 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/E Ratio | 27.8 |
| P/B Ratio | 9.3 |
| P/S Ratio | 2.0 |
| EV/EBITDA | 19.0 |
| TTM Revenue | $17.7B |
| TTM Net Income | $1.3B |
| TTM EPS | $29.79 |
| ROE | 34.6% |
| Dividend Yield | 0.15% |