Eastman Chemical Company(EMN)

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

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

EMN $65.69 —
Snapshot
$65.69
52-Week Range
$56.11 – $83.47
YTD
+2.10%
IV Rank (30D)
15.08
Straddle Price
$4.25
P/C Vol Ratio
0.17
Market Cap
$7.5B
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)5.00%
Beta vs SPY1.08
Cost of Equity (CAPM)10.92% (VRP-adj)
WACC8.76%
Volatility Risk Premium+26.0pp (IV − HV30), ERP adj +50bps
Effective Tax Rate17.7%
Rev. Growth (YoY, DCF input)+14.1%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.5B
Return on Equity (TTM)7.2%
Book / Price80.8% — banking bias active (P/B is primary)
Gross Margin (TTM)19.9%
FCF Margin (TTM)6.1%
Debt / Equity0.72
Quality Score0/6 — cyclical/struggling (5y DCF)
Market-Implied Growth+8.5% (reverse-DCF on current price)
SMA 50$70.50 (Market Anchor value)
SMA 20 / Bollinger Mid$70.37
Bollinger Width / SMA2022.2% (drives anchor stability)
Net Debt$3.8B
Market Cap$8B
Peers used for multiples: BCPC, CE, ESI, FUL, HCC, NEM, SXT (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
91%
20-Day Fair Value
≈ by Oct 19, 2026
$69.40
α +5.7% rank 72%
40-Day Fair Value
≈ by Nov 17, 2026
$77.43
α +17.9% rank 81%
60-Day Fair Value
≈ by Dec 16, 2026
$77.32
α +17.7% rank 81%
MethodImplied PriceWeightDetail
DCF $91.81 24%
DDM (Gordon) $59.55 19%
Peer P/E $115.78 7% median 27.4× · 6 peers
Peer EV/EBITDA $199.87 7% median 17.5× · 7 peers
Peer P/B $148.85 7% median 2.8× · 7 peers
Peer P/S $246.06 7% median 2.9× · 7 peers
Market Anchor (SMA50) $70.50 29% stability 61% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-09-18 · updated
Info
Industry (SIC)
PLASTIC MATERIALS, SYNTH RESINS & NONVULCAN ELASTOMERS (2821)
Exchange
XNYS
Market Cap
$7.5B

Established in 1920 to produce chemicals for Eastman Kodak, Eastman Chemical has grown into a global specialty chemical company with manufacturing sites around the world. The company generates the majority of its sales outside of the United States, with a strong presence in Asian markets. During the past several years, Eastman has sold noncore businesses, choosing to focus on higher-margin specialty product offerings.

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 +0.45% 23
Feb +1.88% 23
Mar +1.02% 23
Apr +4.59% 23
May +0.59% 23
Jun -2.59% 23
Jul +1.83% 23
Aug -1.19% 23
Sep -1.63% 24
Oct +0.89% 23
Nov +3.42% 23
Dec -0.02% 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: $69.96
SMA 50: $70.47
SMA 200: $70.94
Current: $65.69
EMA 12: $67.86
EMA 26: $69.51
MACD: -1.6506 | Signal: -0.6185
BEARISH
ADX (14): 21.83
WEAK TREND
+DI: 13.65
−DI: 30.29

Momentum Oscillators

RSI (14): 34.18
NEUTRAL
Stoch %K: 13.18
Stoch %D: 10.09
Williams %R: -85.97

Volume & Volatility

BB Upper: $75.57
BB Lower: $64.35
NEUTRAL
OBV: -65,974,120
Vol SMA 20: 1,032,240
Vol ROC: 210.76%
ATR: $1.78
True Range: $1.32
HV 20: 24.2%
HV 30: 25.7%
HV 60: 27.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-20T00:00:00 – 2026-09-18T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

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

Key Drivers:

  • Strong technical momentum with MACD signal line crossover, indicating bullish momentum
  • Neutral sentiment in recent news headlines, mostly positive but no significant catalysts
  • Moderate volatility, following market trends

Primary Risks:

  • Downside risk if the stock fails to break above upper Bollinger Band resistance
  • Increased volatility could lead to whipsaws or significant price movements

Investment Thesis: EMN is a moderately volatile stock with a strong technical momentum. The recent news headlines are mostly positive, indicating potential for continued growth.

Recent News Sentiment Impact: The positive sentiment from recent news headlines has contributed to the overall neutral assessment, but it's not enough to push the analysis to a bullish or bearish stance.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Upwards, Medium-term (1-3 months): Range-bound, Long-term (3-12 months): Uptrend

Support/Resistance Levels:

  • Lower Bollinger Band support: $70.43
  • Upper Bollinger Band resistance: $75.43
  • 20-day SMA: $72.93
  • 50-day SMA: $70.63
  • 200-day SMA: $70.60

Momentum Signals:

  • RSI interpretation: Neutral (46.76)
  • MACD signal line crossover: Bullish
  • Bollinger Bands position: Squeeze, indicating potential breakout

News & Sentiment Analysis

Recent Headlines Summary: Mostly positive news headlines with a focus on growing demand for chemical products.

Sentiment Assessment: Aggregate sentiment is positive, but not strong enough to sway the analysis to a bullish stance.

Catalyst Identification: No significant catalysts identified in recent news headlines. The market expectation is for moderate growth.

Risk & Volatility Assessment

Beta Interpretation: Moderate risk relative to the market (beta 0.92).

Volatility Regime: Current volatility is moderate, following market trends.

Options Market Signals:

  • IV Rank: Low (4.7%)
  • Put/Call Volume Ratio: Bullish sentiment (0.19)
  • Market Expectation: Options market pricing a $5.88 move by expiration

Market Context & Positioning

Sector Performance: Chemicals sector is performing moderately well, with EMN following the trend.

Institutional Activity: Institutional interest is moderate, with no significant buying or selling pressure.

Correlation Analysis: Correlation with the market (SPY) is 0.35, indicating a relatively low correlation.

Key Levels & Action Items

Critical Price Levels:

  • Support at $70.43 (lower Bollinger Band)
  • Resistance at $75.43 (upper Bollinger Band)

Breakout/Breakdown Levels: Break above upper Bollinger Band resistance for a potential upside move or break below lower Bollinger Band support for a potential downside move.

Time-Sensitive Catalysts: No significant earnings dates or product launches announced in the recent news headlines.

Risk Management: Consider setting stop-loss levels at $70.43 (lower Bollinger Band) and adjusting position sizing based on market volatility.

This analysis provides an objective view of the stock, highlighting both bullish and bearish cases. The technical signals are strong, indicating potential for continued growth, while the recent news headlines are mostly positive but not significant enough to sway the analysis. The risk assessment is moderate, with a focus on managing volatility and identifying critical price levels.

Generated
News
Earnings History
7 of 8 under expected move
Avg Expected Move
7.88%
Avg Actual Move
5.16%
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
2024-10-31 After-Close 5.90% 3.82% 0.65x Within
2025-01-30 After-Close 5.58% 3.30% 0.59x Within
2025-04-24 After-Close 8.32% 5.62% 0.68x Within
2025-07-31 After-Close 6.82% 18.52% 2.72x Exceeded
2025-11-03 After-Close 10.41% 3.64% 0.35x Within
2026-01-29 After-Close 8.92% 0.15% 0.02x Within
2026-04-30 After-Close 8.65% 6.07% 0.70x Within
2026-07-30 After-Close 8.46% 0.17% 0.02x Within
Options Activity
IV Rank (30D)
15.08
IV Rank (7D)
100
Avg IV
50.7%
Straddle (30D)
$4.25
Straddle (7D)
$0.65
P/C Volume
0.17
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)
0.94
Correlation (SPY)
36.7%
R²
0.13
Ann. Volatility
33.0%
SPY Volatility
12.9%

Moderate volatility - stock generally follows market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 115,325,000 (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.

677 filers118,312,099 shares$7.61B value102.59% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 16,936,709 $1.13B 14.91% 14.69% 2026-06-30
2 VANGUARD GROUP INC Custodian 13,272,165 $847.16M 11.13% 11.51% 2025-12-31
3 VANGUARD PORTFOLIO MANAGEMENT LLC 7,553,898 $505.96M 6.65% 6.55% 2026-06-30
4 DIMENSIONAL FUND ADVISORS LP Custodian 5,163,630 $345.86M 4.54% 4.48% 2026-06-30
5 VANGUARD CAPITAL MANAGEMENT LLC 5,160,164 $345.63M 4.54% 4.47% 2026-06-30
6 STATE STREET CORP 4,169,105 $282.74M 3.72% 3.62% 2026-06-30
7 MORGAN STANLEY Custodian 3,330,732 $223.09M 2.93% 2.89% 2026-06-30
8 FRANKLIN RESOURCES INC Custodian 2,872,422 $192.39M 2.53% 2.49% 2026-06-30
9 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,664,222 $178.45M 2.35% 2.31% 2026-06-30
10 BANK OF AMERICA CORP /DE/ Custodian 2,469,976 $165.44M 2.17% 2.14% 2026-06-30
11 EARNEST PARTNERS LLC 2,402,860 $160.94M 2.12% 2.08% 2026-06-30
12 Capital Research Global Investors 2,190,368 $146.71M 1.93% 1.90% 2026-06-30
13 Allspring Global Investments Holdings, LLC 2,180,796 $146.31M 1.92% 1.89% 2026-06-30
14 GEODE CAPITAL MANAGEMENT, LLC Custodian 2,065,492 $138.40M 1.82% 1.79% 2026-06-30
15 TWO SIGMA INVESTMENTS, LP Custodian 1,603,073 $107.37M 1.41% 1.39% 2026-06-30
16 Boston Partners 1,494,024 $100.08M 1.32% 1.30% 2026-06-30
17 MARSHALL WACE, LLP Custodian 1,412,188 $94.59M 1.24% 1.22% 2026-06-30
18 NORGES BANK 1,325,685 $88.79M 1.17% 1.15% 2026-06-30
19 Legal & General Group Plc Custodian 1,307,605 $87.58M 1.15% 1.13% 2026-06-30
20 DAVENPORT & Co LLC 1,265,697 $84.76M 1.11% 1.10% 2026-06-30
21 GOLDMAN SACHS GROUP INC Custodian 1,226,031 $82.12M 1.08% 1.06% 2026-06-30
22 Bank of New York Mellon Corp Custodian 1,218,951 $81.65M 1.07% 1.06% 2026-06-30
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,217,496 $81.55M 1.07% 1.06% 2026-06-30
24 LETKO, BROSSEAU & ASSOCIATES INC 1,199,240 $80.33M 1.06% 1.04% 2026-06-30
25 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,134,344 $75.98M 1.00% 0.98% 2026-06-30
9 filers$105.27M notional
# Filer Notional Value % of Total Period
1 MASTERS CAPITAL MANAGEMENT LLC $66.98M 63.63% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $19.61M 18.62% 2026-06-30
3 JANE STREET GROUP, LLC Custodian $10.50M 9.97% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $4.44M 4.22% 2026-06-30
5 WOLVERINE TRADING, LLC Custodian $1.66M 1.58% 2025-09-30
6 Walleye Capital LLC $998.00K 0.95% 2026-06-30
7 TWO SIGMA INVESTMENTS, LP Custodian $756.87K 0.72% 2026-06-30
8 Twin Tree Management, LP $227.73K 0.22% 2026-06-30
9 Walleye Trading LLC $100.47K 0.10% 2026-06-30
8 filers$24.79M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $16.22M 65.40% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $3.76M 15.18% 2026-06-30
3 WOLVERINE TRADING, LLC Custodian $2.40M 9.68% 2025-09-30
4 JANE STREET GROUP, LLC Custodian $1.56M 6.29% 2026-06-30
5 TWO SIGMA INVESTMENTS, LP Custodian $328.20K 1.32% 2026-06-30
6 Walleye Capital LLC $194.24K 0.78% 2026-06-30
7 UBS Group AG Custodian $190.89K 0.77% 2026-06-30
8 Walleye Trading LLC $140.66K 0.57% 2026-06-30
Insider Activity
Latest: 2026-09-03
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
2026-09-03 JAMES J /KY OBRIEN Director Gift (G) — — EDGAR
2026-08-06 Adrian James Holt SVP, Chf HR Ofcr Sell (S) −3,283 $71.31 -$234.1K EDGAR
2026-08-06 Adrian James Holt SVP, Chf HR Ofcr Sell (S) −3,283 $71.31 -$234.1K EDGAR
2026-06-03 Adrian James Holt SVP, Chf HR Ofcr Mixed +3,283 $75.49 -$79.9K EDGAR
2026-05-11 Damon J Audia Director Grant (A) +1,628 RSU — EDGAR
2026-05-11 Linnie M Haynesworth Director Award (A) +1,628 — EDGAR
2026-05-11 ERIC L BUTLER Director Award (A) +1,628 — EDGAR
2026-05-11 JAMES J /KY OBRIEN Director Award (A) +1,628 — EDGAR
2026-05-11 RENEE J HORNBAKER Director Award (A) +1,628 — EDGAR
2026-05-11 Julie Fasone Holder Director Award (A) +1,628 — EDGAR
2026-05-11 DONALD W SLAGER Director Award (A) +1,628 — EDGAR
2026-05-11 Kim Ann Mink Director Grant (A) +1,628 RSU — EDGAR
2026-05-11 BRETT D BEGEMANN Director Grant (A) +1,628 RSU — EDGAR
2026-05-11 Humberto P Alfonso Director Grant (A) +1,628 RSU — EDGAR
2026-05-07 Adrian James Holt SVP, Chf HR Ofcr Sell (S) −1,709 $77.05 -$131.7K 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.
Insider Holdings
50 insiders · @ $65.69
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 JAMES P ROGERS Exec Chrmn of Board 550,026 $36.13M -$12.07M 22 2014-02-27
2 Mark J Costa CEO & Board Chair 501,156 $32.92M -$68.61M 62 2026-02-26
3 J BRIAN FERGUSON Exec Chairman of the Board 166,434 $10.93M -$47.52M 17 2010-11-22
4 BRAD A LICH EVP & CCO 99,374 $6.53M -$15.90M 39 2026-02-26
5 Ronald Carter Lindsay Chief Operating Officer 95,603 $6.28M -$17.92M 32 2016-03-01
6 RICHARD A LORRAINE SVP and CFO 79,562 $5.23M $0 4 2008-02-26
7 THERESA K LEE SVP, Chief Legal & Admin Ofcr 72,946 $4.79M -$12.58M 23 2012-02-22
8 STEPHEN GLENN CRAWFORD EVP, Chief Tech and Sust. Ofc. 68,173 $4.48M -$7.32M 44 2026-02-20
9 William Thomas McLain Jr. EVP, CFO 65,313 $4.29M $54.0K 16 2026-02-26
10 CURTIS E ESPELAND EVP 56,797 $3.73M -$16.69M 43 2020-03-02
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: 2026-08-04
Last 30d: 0 filings  ·  Last 90d: 1 filing · $234K notice value · 1 unique filer

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.

Top 90-day filers: Holt Adrian James (1, $234K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-04 Holt Adrian James Officer 3,283 $234.1K 2026-08-04 Fidelity Brokerage Services LLC — EDGAR
2026-05-05 Holt Adrian James Officer 1,709 $131.7K 2026-05-05 Fidelity Brokerage Services LLC — EDGAR
2026-02-04 Killian Christopher Moore Former Officer 6,016 $475.0K 2026-02-04 Fidelity Brokerage Services LLC — EDGAR
2025-03-03 Caveness Michelle H Officer 1,147 $113.0K 2025-03-03 Fidelity Brokerage Services LLC — EDGAR
2025-02-26 Costa Mark J Officer, Director 4,834 $483.8K 2025-02-26 Fidelity Brokerage Services LLC — EDGAR
2025-02-21 McLain William Thomas Jr. Officer 1,963 $198.3K 2025-02-21 Fidelity Brokerage Services LLC — EDGAR
2025-02-20 Holt Adrian James Officer 2,037 $206.1K 2025-02-20 Fidelity Brokerage Services LLC — EDGAR
2024-12-03 Holt Adrian James Officer 3,683 $386.3K 2024-12-03 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2024-12-02 LICH BRAD A Officer 36,277 $3.78M 2024-12-02 Fidelity Brokerage Services LLC — EDGAR
2024-11-29 Costa Mark J Officer, Director 18,278 $1.92M 2024-11-29 Fidelity Brokerage Services LLC — 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: 2026-05-12
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-12 0000915389-26-000123 EDGAR
2026-04-30 0000915389-26-000094 EDGAR
2026-02-20 0001193125-26-061351 EDGAR
2026-01-29 0000915389-26-000006 EDGAR
2025-11-03 0000915389-25-000176 EDGAR
2025-10-09 0000915389-25-000160 EDGAR
2025-07-31 0000915389-25-000152 EDGAR
2025-06-27 0000915389-25-000136 EDGAR
2025-05-06 0000915389-25-000129 EDGAR
2025-05-05 0000915389-25-000126 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-13 0000915389-26-000013 EDGAR
2025-02-14 0000915389-25-000012 EDGAR
2024-02-14 0000915389-24-000016 EDGAR
2023-02-15 0000915389-23-000015 EDGAR
2022-02-25 0000915389-22-000010 EDGAR
2021-02-22 0000915389-21-000016 EDGAR
2020-02-26 0000915389-20-000016 EDGAR
2019-02-27 0000915389-19-000009 EDGAR
2018-03-01 0000915389-18-000016 EDGAR
2017-02-27 0000915389-17-000014 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-01 0000915389-26-000099 EDGAR
2025-11-04 0000915389-25-000183 EDGAR
2025-08-01 0000915389-25-000155 EDGAR
2025-04-25 0000915389-25-000105 EDGAR
2024-11-01 0000915389-24-000227 EDGAR
2024-07-26 0000915389-24-000192 EDGAR
2024-04-26 0000915389-24-000133 EDGAR
2023-10-27 0000915389-23-000170 EDGAR
2023-07-28 0000915389-23-000136 EDGAR
2023-04-28 0000915389-23-000091 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 Ratio17.1
P/B Ratio1.2
P/S Ratio0.8
EV/EBITDA8.7
TTM Revenue$8.9B
TTM Net Income$0.4B
TTM EPS$3.84
ROE7.2%
Dividend Yield5.04%
Debt/Equity0.86