Zacks Investment ResearchT3·28mo ago
EML Eastern Company
XNASStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups 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.
EML
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Key stats
Related
About
- Industry (SIC)
- CUTLERY, HANDTOOLS & GENERAL HARDWARE (3420) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 1,261
- List Date
- 1972-06-01
- CIK
- 0000031107
- Next Earnings
- 2026-11-03
- Headquarters
- Shelton, CT
- Homepage
- https://www.easterncompany.com
The Eastern Co manages industrial businesses that design, manufacture, and sell engineered solutions to the industrial market. The company manages the financial, operational, and strategic performance of its businesses to increase cash generation, operating earnings, and long-term shareholder value. It has one reportable segment: Engineered Solutions, which provides engineered solutions mainly for the commercial transportation and logistics markets. This segment offers a diverse product line of custom and standard vehicular and industrial hardware, including turnkey returnable packaging soluti…
Summary
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composite
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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 | 2.75% | -6.41% | 9.54% | 13.01% | 1.50% | -4.74% | 2.61% |
| Feb | 8.05% | -2.28% | -5.41% | 3.30% | 5.68% | -2.06% | 1.21% |
| Mar | 2.33% | -3.64% | -7.24% | 40.35% | -6.81% | 8.47% | 5.58% |
| Apr | 6.32% | -0.65% | -7.73% | -3.46% | -15.80% | 7.16% | -2.36% |
| May | 10.35% | -6.26% | -7.71% | -15.32% | 5.37% | -2.45% | -2.67% |
| Jun | -7.08% | -3.14% | 10.85% | -9.00% | 3.68% | 29.41% | 4.12% |
| Jul | -5.72% | 0.10% | 4.01% | 10.43% | 0.00% | -19.35% | -1.76% |
| Aug | -8.41% | -4.80% | -0.71% | 4.66% | 7.85% | 10.42% | 1.50% |
| Sep | -6.85% | -10.61% | -0.55% | 8.78% | -2.33% | -11.50% | -3.84% |
| Oct | -4.42% | 20.58% | -9.57% | -3.44% | -7.66% | 2.50%* | -0.34% |
| Nov | 4.04% | 6.93% | 11.66% | -6.81% | -8.32% | -- | 1.50% |
| Dec | 0.68% | -16.17% | 20.95% | -10.73% | 4.35% | -- | -0.18% |
| Total | -0.26% | -26.81% | 13.80% | 23.10% | -14.44% | 10.59% | 1.00% |
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: $24.41
SMA 50: $25.20
SMA 200: $22.40
Current: $24.64
EMA 12: $24.43
EMA 26: $24.65
MACD: -0.2196 | Signal: 0.0217
BEARISH
ADX (14): 14.09
RANGE
+DI: 17.76
−DI: 15.90
Momentum Oscillators
RSI (14): 49.78
NEUTRAL
Stoch %K: 33.39
Stoch %D: 24.17
Williams %R: -55.94
Volume & Volatility
BB Upper: $25.28
BB Lower: $23.54
NEUTRAL
OBV: 1,015,479
Vol SMA 20: 6,197
Vol ROC: 34.90%
ATR: $1.09
True Range: $0.80
HV 20: 29.4%
HV 30: 34.8%
HV 60: 36.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report: Eastern (EML)
Executive Summary:
BULLISH/BEARISH: NEUTRAL (Confidence Level: 5)
Key Drivers: Technical momentum, neutral news sentiment, low volatility.
Primary Risks: Earnings misses, regulatory issues, sector performance.
Investment Thesis: EML's recent price action and technical indicators suggest a consolidation phase, which may lead to further upside. However, the stock is not significantly oversold or overbought, indicating a relatively calm market.
Recent News Sentiment Impact: Neutral news headlines have had little impact on the stock price, as they did not contradict the prevailing trend.
Technical Analysis:
Trend Direction: Short-term: NEUTRAL, Medium-term: UPTREND (3-6 months), Long-term: UPTREND (12+ months)
Support/Resistance Levels:
- SMA 20: $25.94
- SMA 50: $25.51
- Upper Bollinger Band: $28.03
Momentum Signals:
- RSI (14): 42.01 (neutral)
- MACD: Bullish signal line crossover above -0.22
- Bollinger Bands position: Neutral, indicating a range-bound market
Volume Analysis: Volume SMA 20: 12693.80, On-Balance Volume (OBV): 1172020.98, Volume Rate of Change: 42.75%
News & Sentiment Analysis:
Recent Headlines Summary: Neutral headlines from Zacks Investment Research and GlobeNewswire Inc. have had little impact on the stock price.
Sentiment Assessment: Aggregate news sentiment is NEUTRAL (positive and negative news balance out).
Catalyst Identification: No significant catalysts identified in recent news headlines.
Market Narrative: The neutral news headlines do not contradict the prevailing technical trend, indicating a range-bound market.
Risk & Volatility Assessment:
Beta Interpretation: Beta: 0.49 (vs SPY), Low volatility - stock moves less than market.
Volatility Regime: Current vs historical volatility levels indicate low volatility.
Options Market Signals: No options data available.
Downside Protection: Support levels and risk management considerations suggest a potential stop-loss level around $22.50.
Market Context & Positioning:
Sector Performance: EML's sector, Financial Services, has shown moderate strength relative to the overall market.
Institutional Activity: Volume trends and institutional interest signals indicate a calm market with no significant buying or selling pressure.
Correlation Analysis: R-squared interpretation indicates a low correlation between EML and the market.
Relative Valuation: Position within trading range suggests a potential mean reversion play.
Key Levels & Action Items:
- Critical Price Levels: Support around $23.86, Resistance at $28.03.
- Breakout/Breakdown Levels: Technical levels that could trigger significant moves: SMA 20 and Upper Bollinger Band.
- Time-Sensitive Catalysts: No significant upcoming events or earnings dates identified.
- Risk Management: Stop-loss level around $22.50, position sizing considerations based on risk tolerance.
Note: The analysis is neutral due to the lack of significant news headlines and technical signals contradicting each other. EML's recent price action suggests a consolidation phase, which may lead to further upside. However, the stock is not significantly oversold or overbought, indicating a relatively calm market.
Generated
News
All EML news →
Zacks Investment ResearchT3·29mo ago
GlobeNewswire Inc.T3·33mo ago
BenzingaT3·35mo ago
BenzingaT3·37mo ago
GlobeNewswire Inc.T3·41mo ago
BenzingaT3·43mo ago
GlobeNewswire Inc.T3·45mo ago
BenzingaT3·66mo ago
BenzingaT3·66mo ago
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EML Options Activity & IV Rank
Loading options activity...
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.
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
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
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
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
Risk Metrics
Beta: 0.3623
Alpha: 15.97%
Correlation: 0.1235
R-Squared: 1.5%
Stock Volatility: 37.5%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own EML
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $3.7M | #1628 of 3138 | -1.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $629K | #3091 of 3716 | new | 13F | |
| Citadel Hedge fund Ken Griffin | $397K | #4746 of 6285 | new | 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
EML Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
EML Insider Trading (Form 4)
Latest: 2026-09-17Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | John Everets | Director | Buy (P) | +1,037 | $25.25 | $26.2K | EDGAR |
| 2026-09-17 | Chan Galbato | Director | Buy (P) | +1,217 | $25.25 | $30.7K | EDGAR |
| 2026-09-17 | Peggy Scott | Director | Buy (P) | +996 | $25.25 | $25.1K | EDGAR |
| 2026-09-17 | James A Mitarotonda | Director | Buy (P) | +1,423 | $25.25 | $35.9K | EDGAR |
| 2026-09-17 | Frederick D. DiSanto | Director | Award (A) | +905 | $25.25 | $22.9K | EDGAR |
| 2026-06-17 | John Everets | Director | Buy (P) | +1,310 | $21.40 | $28.0K | EDGAR |
| 2026-06-17 | Peggy Scott | Director | Buy (P) | +1,176 | $21.40 | $25.2K | EDGAR |
| 2026-06-17 | Chan Galbato | Director | Buy (P) | +940 | $21.40 | $20.1K | EDGAR |
| 2026-06-17 | Frederick D. DiSanto | Director | Mixed | +2,068 | $21.33 | $44.1K | EDGAR |
| 2026-06-17 | James A Mitarotonda | Director | Buy (P) | +1,679 | $21.40 | $35.9K | EDGAR |
| 2026-06-12 | Frederick D. DiSanto | Director | Buy (P) | +2,000 | $21.11 | $42.2K | EDGAR |
| 2026-06-08 | Frederick D. DiSanto | Director | Buy (P) | +288 | $21.50 | $6.2K | EDGAR |
| 2026-06-08 | James A Mitarotonda | Director | Buy (P) | +16,974 | $21.68 | $367.9K | EDGAR |
| 2026-06-05 | Frederick D. DiSanto | Director | Buy (P) | +213 | $21.50 | $4.6K | EDGAR |
| 2026-03-20 | James A Mitarotonda | Director | Buy (P) | +6,000 | $20.11 | $120.7K | 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.
EML Insider Holdings
9 insiders · @ $24.64
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 | James A Mitarotonda | Director | 697,613 | $17.19M | $7.52M | 72 | 2026-09-17 |
| 2 | BARINGTON COMPANIES EQUITY PARTNERS L P | 10%+ Owner | 685,136 | $16.88M | $409.7K | 1 | 2026-03-10 |
| 3 | Frederick D. DiSanto | Director | 150,126 | $3.70M | $2.49M | 78 | 2026-09-17 |
| 4 | John Everets | Director | 143,541 | $3.54M | -$21.3K | 57 | 2026-09-17 |
| 5 | Charles W Henry | Director | 80,194 | $1.98M | -$1.12M | 93 | 2026-03-17 |
| 6 | Peggy Scott | Director | 27,258 | $671.6K | $146.4K | 31 | 2026-09-17 |
| 7 | Michael J Mardy | Director | 18,065 | $445.1K | $80.0K | 18 | 2026-03-17 |
| 8 | Nicholas Alec Vlahos | Chief Financial Officer | 6,730 | $165.8K | $14.5K | 7 | 2026-03-12 |
| 9 | Chan Galbato | Director | 5,384 | $132.7K | $91.1K | 6 | 2026-09-17 |
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.
EML Board & Officers
As of SEC filings through Sep 17, 2026Directors 5
- John Everets · on file since 2006
- James A Mitarotonda · since May 20, 2015
- Frederick D. DiSanto · since Apr 27, 2016
- Peggy Scott · since May 1, 2019
- Chan Galbato · since May 1, 2025
Officers 1
- Nicholas Alec Vlahos · Chief Financial Officer · since Feb 3, 2023
10% owners 2
- Barington Companies Equity Partners L P (entity) · since Nov 24, 2021
- James A Mitarotonda · listed since Nov 2025
Changes in the last 10 years (28)
| Feb 25, 2026 | The company announced the departure of Michael J Mardy from the board in an SEC filing |
| Feb 25, 2026 | The company announced the departure of Charles W Henry from the board in an SEC filing |
| Dec 16, 2025 | Barington Companies Management, LLC no longer listed as a director in SEC filings |
| Dec 16, 2025 | Barington Companies Management, LLC no longer listed as a 10% owner in SEC filings |
| Dec 16, 2025 | Barington Companies Equity Partners L P no longer listed as a director in SEC filings |
| Nov 14, 2025 | James A Mitarotonda first listed as a 10% owner in an SEC filing |
| May 1, 2025 | Chan Galbato became a director |
| Nov 6, 2024 | Ryan Schroeder became Chief Executive Officer |
| Apr 26, 2023 | Mark Anthony Hernandez first listed as Chief Executive Officer in an SEC filing |
| Mar 21, 2023 | The company announced the departure of James P. Woidke as Chief Operating Officer in an SEC filing |
| Feb 3, 2023 | Nicholas Alec Vlahos became Chief Financial Officer |
| Jan 30, 2023 | John L Sullivan III reported in an SEC filing no longer being Vice President & CFO |
| Jan 9, 2023 | The company announced the departure of August M. Vlak from the board in an SEC filing |
| Jun 13, 2022 | Michael J Mardy became a director |
| Jun 13, 2022 | Mark Anthony Hernandez became a director |
| May 16, 2022 | Peter S. O'Hara became Chief Financial Officer |
| Dec 20, 2021 | James A Mitarotonda no longer listed as a 10% owner in SEC filings |
| Dec 15, 2021 | The company announced the departure of Michael A McManus Jr from the board in an SEC filing |
| Dec 6, 2021 | James A Mitarotonda first listed as a 10% owner in an SEC filing |
| Nov 24, 2021 | Barington Companies Management, LLC became a director |
| Nov 24, 2021 | Barington Companies Management, LLC became a 10% owner |
| Nov 24, 2021 | Barington Companies Investors, LLC became a director |
| Nov 24, 2021 | Barington Companies Investors, LLC became a 10% owner |
| Nov 24, 2021 | Barington Companies Equity Partners L P became a director |
| Nov 24, 2021 | Barington Companies Equity Partners L P became a 10% owner |
| Jun 16, 2021 | James P. Woidke first on file as Chief Operating Officer |
| Jan 27, 2021 | August M. Vlak first listed as a director in an SEC filing |
| May 1, 2019 | Peggy Scott became a director |
Not reported recently (6)
- Ryan Schroeder · Last reported as Chief Executive Officer in an SEC filing dated Nov 13, 2024
- Mark Anthony Hernandez · Last reported as a director in an SEC filing dated May 20, 2024
- August M. Vlak · Last reported as President & CEO in an SEC filing dated Jan 30, 2023
- Peter S. O'Hara · Last reported as Chief Financial Officer in an SEC filing dated May 24, 2022
- Barington Companies Investors, LLC · Last reported as a director in an SEC filing dated Dec 6, 2021
- Angelo Labbadia · Last reported as Vice President & COO in an SEC filing dated Dec 22, 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.
ETF Holders
20 ETFs hold EML
20 shown · $15.92M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $3.8M | — | 2026-09-30 |
| 2 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.01% | $2.9M | — | 2026-10-20 |
| 3 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.01% | $1.9M | — | 2026-10-20 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $1.4M | — | 2026-09-30 |
| 5 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $1.2M | — | 2026-10-20 |
| 6 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $1.1M | — | 2026-10-20 |
| 7 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.04% | $930,190 | — | 2026-06-30 |
| 8 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.04% | $913,480 | — | 2026-06-30 |
| 9 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $546,411 | — | 2026-10-20 |
| 10 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.03% | $420,872 | $1.2B | 2026-10-20 |
| 11 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $278,873 | — | 2026-10-20 |
| 12 | DFUV Dimensional US Marketwide Value ETF | Dimensional | 0.00% | $198,605 | $15.8B | 2026-10-20 |
| 13 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $152,489 | — | 2026-10-20 |
| 14 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.00% | $117,805 | $3.1B | 2026-10-20 |
| 15 | GWX State Street® SPDR® S&P® International Small Cap ETF | SPDR (State Street) | 0.01% | $47,792 | $899.5M | 2026-10-20 |
| 16 | AVTM Avantis Total Equity Markets ETF | Avantis | 0.00% | $37,101 | $781.4M | 2026-10-20 |
| 17 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.00% | $30,741 | — | 2026-07-31 |
| 18 | DFUS Dimensional US Equity Market ETF | Dimensional | 0.00% | $14,502 | $21.4B | 2026-10-20 |
| 19 | MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF | Nport | 0.00% | $5,576 | — | 2026-05-31 |
| 20 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $97 | $2.4B | 2026-10-20 |
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.