Fidelity National Information Services, Inc.(FIS)

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

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

FIS $35.41 —
Snapshot
$35.41
52-Week Range
$34.22 – $69.14
YTD
-46.03%
IV Rank (30D)
12.73
Straddle Price
$2.80
P/C Vol Ratio
2.32
Market Cap
$18.0B
Fair Value
+50.0% 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 ≥ 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 SPY0.93
Cost of Equity (CAPM)9.62% (VRP-adj)
WACC7.46%
Volatility Risk Premium+8.5pp (IV − HV30)
Effective Tax Rate25.1%
Rev. Growth (YoY, DCF input)+24.3%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$2.4B
Return on Equity (TTM)21.0%
Book / Price88.1% — banking bias active (P/B is primary)
Gross Margin (TTM)36.0%
FCF Margin (TTM)19.4%
Debt / Equity0.96
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth-3.3% (reverse-DCF on current price)
SMA 50$40.86 (Market Anchor value)
SMA 20 / Bollinger Mid$38.40
Bollinger Width / SMA2068.8% (drives anchor stability)
Net Debt$14.7B
Market Cap$18B
Peers used for multiples: AMZN, GPN, XYZ (filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$141.68
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF $372.85 27%
DDM (Gordon) $39.10 22%
Peer P/E n/a 0%
Peer EV/EBITDA $118.39 12% median 16.2× · 3 peers
Peer P/B $62.87 2% median 2.0× · 3 peers
Peer P/S $55.95 8% median 2.2× · 3 peers
Market Anchor (SMA50) $40.86 0% stability 0% (BB-width)
Options Expected (B-L 30d) $35.87 27% 23 strikes · skew +0.06
As of 2026-09-25 · updated
Info
Industry (SIC)
SERVICES-BUSINESS SERVICES, NEC (7389)
Exchange
XNYS
Market Cap
$18.0B

Fidelity National Information Services provides core processing and ancillary services to banks, but its business has expanded over time. By acquiring SunGard in 2015, the company now provides record-keeping and other services to investment firms. In a recent deal with Global Payments, FIS sold off its remaining interest in Worldpay and acquired Global Payment's issuer processing business.

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 +1.85% 20
Feb +0.01% 21
Mar +0.21% 21
Apr +2.54% 21
May +2.96% 21
Jun -2.10% 21
Jul +1.38% 21
Aug -0.70% 21
Sep -3.75% 21
Oct -1.03% 20
Nov +1.64% 20
Dec -0.42% 20
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: $38.14
SMA 50: $40.72
SMA 200: $47.62
Current: $35.41
EMA 12: $36.40
EMA 26: $38.12
MACD: -1.7239 | Signal: -0.2535
BEARISH
ADX (14): 19.61
RANGE
+DI: 17.89
−DI: 32.26

Momentum Oscillators

RSI (14): 31.37
NEUTRAL
Stoch %K: 10.48
Stoch %D: 6.13
Williams %R: -83.63

Volume & Volatility

BB Upper: $43.28
BB Lower: $33.01
NEUTRAL
OBV: -173,225,416
Vol SMA 20: 5,960,120
Vol ROC: -47.76%
ATR: $1.18
True Range: $0.65
HV 20: 31.7%
HV 30: 30.0%
HV 60: 36.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report: FIS

Executive Summary

Overall Assessment: NEUTRAL (6/10)

Key Drivers:

  • Technical indicators suggest a range-bound market with a bearish MACD signal
  • Recent news headlines are mixed, but generally positive
  • Options activity shows low volatility and mixed sentiment

Primary Risks:

  • Bearish momentum could continue if the stock breaks below $38.17 support level
  • Higher-than-expected volatility could impact options traders

Investment Thesis: FIS is trading within a consolidation phase, with a bearish MACD signal suggesting potential for further price declines. However, recent news headlines suggest a positive sentiment, which could lead to a bounce or range expansion.

Recent News Sentiment Impact: The neutral sentiment from the recent news headlines may not have had a significant impact on the stock price yet, but it could contribute to a range-bound market with limited volatility.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Consolidation
  • Medium-term (1-3 months): Range-bound
  • Long-term (3-12 months): Uptrend

Support/Resistance Levels:

  • Lower Bollinger Band: $38.17
  • Middle Line: $40.70
  • Upper Bollinger Band: $43.22

Momentum Signals:

  • RSI interpretation: Neutral (35.85)
  • MACD signal: Bearish (-0.83 / -0.32 / -0.51)
  • Bollinger Bands position: Oversold

Volume Analysis:

  • Volume SMA 20: 5534704.55
  • On-Balance Volume (OBV): -153917073.04
  • Volume Rate of Change: 25.70%

News & Sentiment Analysis

Recent Headlines Summary: The recent news headlines are generally positive, with themes around fintech growth opportunities and payment gateway market trends.

Sentiment Assessment: Neutral (5/10)

Catalyst Identification: No imminent catalysts identified

Market Narrative: The technical signals suggest a range-bound market, while the news sentiment is generally positive but not strongly influencing the stock price.

Risk & Volatility Assessment

Beta Interpretation: Low-risk relative to the market (beta 0.35)

Volatility Regime: Low volatility - stock moves less than market

Options Market Signals: Low IV rank and put/call ratios suggest a lack of volatility and mixed sentiment

Downside Protection: Support levels at $38.17 and $40.70

Market Context & Positioning

Sector Performance: Financials sector is performing relatively well, with FIS being part of this sector

Institutional Activity: Institutional interest is low, as evidenced by the volume patterns suggesting limited buying pressure

Correlation Analysis: FIS has a low correlation coefficient (0.14) with the market, indicating that it moves less than the broader market

Relative Valuation: FIS is trading within its historical range, with no significant deviations from its mean price levels

Key Levels & Action Items

Critical Price Levels:

  • Support at $38.17 and $40.70
  • Resistance at $43.22

Breakout/Breakdown Levels:

  • Break above $43.22 for a potential uptrend
  • Break below $38.17 for a potential downtrend

Time-Sensitive Catalysts: No imminent catalysts identified

Risk Management: Set stop-loss levels at $37.50 and consider reducing position size to manage risk

Generated
News
Earnings History
5 of 8 under expected move
Avg Expected Move
6.36%
Avg Actual Move
4.53%
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
2024-11-04 Pre-Market 5.48% 0.40% 0.07x Within
2025-02-11 Pre-Market 5.44% 11.49% 2.11x Exceeded
2025-05-06 Pre-Market 5.56% 2.75% 0.49x Within
2025-08-05 Pre-Market 6.33% 8.54% 1.35x Exceeded
2025-11-05 Pre-Market 6.85% 2.53% 0.37x Within
2026-02-24 Pre-Market 7.88% 1.73% 0.22x Within
2026-05-08 Pre-Market 6.10% 7.62% 1.25x Exceeded
2026-08-04 Pre-Market 7.20% 1.16% 0.16x Within
Options Activity
IV Rank (30D)
12.73
IV Rank (7D)
100
Avg IV
51.1%
Straddle (30D)
$2.80
Straddle (7D)
$1.38
P/C Volume
2.32
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)
0.34
Correlation (SPY)
13.5%
R²
0.02
Ann. Volatility
33.1%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 520,500,000 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

903 filers567,235,005 shares$23.57B value108.98% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 62,788,701 $4.17B 17.70% 12.06% 2025-12-31
2 DODGE & COX 49,069,080 $1.91B 8.09% 9.43% 2026-06-30
3 BlackRock, Inc. Custodian 44,501,041 $1.73B 7.34% 8.55% 2026-06-30
4 VANGUARD CAPITAL MANAGEMENT LLC 33,739,392 $1.31B 5.56% 6.48% 2026-06-30
5 JPMORGAN CHASE & CO Custodian 26,586,116 $1.03B 4.36% 5.11% 2026-06-30
6 STATE STREET CORP (STT, STT-PG) 25,808,254 $1.00B 4.26% 4.96% 2026-06-30
7 VANGUARD PORTFOLIO MANAGEMENT LLC 24,218,064 $941.60M 3.99% 4.65% 2026-06-30
8 Capital World Investors 20,869,385 $811.40M 3.44% 4.01% 2026-06-30
9 Capital Research Global Investors 18,116,664 $704.37M 2.99% 3.48% 2026-06-30
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 16,314,341 $634.18M 2.69% 3.13% 2026-06-30
11 GEODE CAPITAL MANAGEMENT, LLC Custodian 14,270,888 $552.72M 2.34% 2.74% 2026-06-30
12 FULLER & THALER ASSET MANAGEMENT, INC. 11,134,748 $432.92M 1.84% 2.14% 2026-06-30
13 NORGES BANK 7,902,808 $307.26M 1.30% 1.52% 2026-06-30
14 AQR CAPITAL MANAGEMENT LLC Custodian 7,653,649 $294.51M 1.25% 1.47% 2026-06-30
15 Longview Partners (Guernsey) LTD 6,284,287 $244.33M 1.04% 1.21% 2026-06-30
16 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 6,179,887 $240.27M 1.02% 1.19% 2026-06-30
17 RAYMOND JAMES FINANCIAL INC Custodian 5,874,136 $228.39M 0.97% 1.13% 2026-06-30
18 BARROW HANLEY MEWHINNEY & STRAUSS LLC 5,636,881 $219.16M 0.93% 1.08% 2026-06-30
19 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5,523,078 $216.33M 0.92% 1.06% 2026-06-30
20 GOLDMAN SACHS GROUP INC Custodian 5,148,069 $200.16M 0.85% 0.99% 2026-06-30
21 MORGAN STANLEY Custodian 5,109,557 $198.66M 0.84% 0.98% 2026-06-30
22 CIBC Private Wealth Group LLC 2,899,998 $192.73M 0.82% 0.56% 2025-12-31
23 NORTHERN TRUST CORP Custodian 4,877,715 $189.65M 0.80% 0.94% 2026-06-30
24 BANK OF AMERICA CORP /DE/ Custodian 4,871,052 $189.39M 0.80% 0.94% 2026-06-30
25 DIMENSIONAL FUND ADVISORS LP Custodian 4,830,369 $187.80M 0.80% 0.93% 2026-06-30
19 filers$67.94M notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $10.89M 16.03% 2026-06-30
2 IMC-Chicago, LLC Custodian $9.87M 14.52% 2026-06-30
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $9.11M 13.41% 2026-06-30
4 JANE STREET GROUP, LLC Custodian $6.76M 9.95% 2026-06-30
5 WOLVERINE TRADING, LLC Custodian $5.46M 8.04% 2025-09-30
6 D. E. Shaw & Co., Inc. Custodian $4.42M 6.51% 2026-06-30
7 Walleye Capital LLC $4.19M 6.17% 2026-06-30
8 Cubist Systematic Strategies, LLC $4.16M 6.12% 2025-09-30
9 GROUP ONE TRADING LLC Custodian $2.96M 4.35% 2026-06-30
10 Interval Partners, LP $2.11M 3.11% 2026-06-30
11 CAPITAL FUND MANAGEMENT S.A. $2.10M 3.10% 2026-06-30
12 Squarepoint Ops LLC $1.90M 2.79% 2026-06-30
13 SIMPLEX TRADING, LLC Custodian $1.15M 1.69% 2026-06-30
14 Point72 Asset Management, L.P. $1.08M 1.59% 2026-06-30
15 TWO SIGMA INVESTMENTS, LP Custodian $800.93K 1.18% 2026-06-30
16 TUDOR INVESTMENT CORP ET AL $629.86K 0.93% 2026-06-30
17 PEAK6 LLC $186.62K 0.27% 2026-06-30
18 Walleye Trading LLC $81.65K 0.12% 2026-06-30
19 Point72 (DIFC) Ltd $79.13K 0.12% 2025-09-30
23 filers$50.63M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $12.45M 24.60% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $9.03M 17.83% 2026-06-30
3 IMC-Chicago, LLC Custodian $5.16M 10.18% 2026-06-30
4 WOLVERINE TRADING, LLC Custodian $5.14M 10.16% 2025-09-30
5 Cubist Systematic Strategies, LLC $3.24M 6.40% 2025-09-30
6 Squarepoint Ops LLC $2.36M 4.66% 2026-06-30
7 Walleye Capital LLC $2.03M 4.01% 2026-06-30
8 CAPSTONE INVESTMENT ADVISORS, LLC $1.80M 3.56% 2026-06-30
9 GROUP ONE TRADING LLC Custodian $1.71M 3.37% 2026-06-30
10 UBS Group AG Custodian $1.24M 2.44% 2026-06-30
11 JANE STREET GROUP, LLC Custodian $1.22M 2.40% 2026-06-30
12 CAPITAL FUND MANAGEMENT S.A. $1.09M 2.15% 2026-06-30
13 D. E. Shaw & Co., Inc. Custodian $999.22K 1.97% 2026-06-30
14 BNP PARIBAS FINANCIAL MARKETS Custodian $583.20K 1.15% 2026-06-30
15 SIMPLEX TRADING, LLC Custodian $528.77K 1.04% 2026-06-30
16 PEAK6 LLC $478.22K 0.94% 2026-06-30
17 TWO SIGMA INVESTMENTS, LP Custodian $427.68K 0.84% 2026-06-30
18 TUDOR INVESTMENT CORP ET AL $419.90K 0.83% 2026-06-30
19 Point72 Asset Management, L.P. $330.48K 0.65% 2026-06-30
20 SIG BROKERAGE, LP $291.60K 0.58% 2026-06-30
21 ROYAL BANK OF CANADA Custodian $47.00K 0.09% 2026-06-30
22 Walleye Trading LLC $42.77K 0.08% 2026-06-30
23 Point72 (DIFC) Ltd $19.78K 0.04% 2025-09-30
Insider Activity
Latest: 2026-08-25
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
2026-08-25 Charles H. Keller Chief Legal Officer Grant (A) +1,367 RSU — EDGAR
2026-08-06 Donald Joseph Duet Chief Technology Officer Grant (A) +9,478 RSU — EDGAR
2026-08-06 Charles H. Keller Chief Legal Officer Grant (A) +7,106 RSU — EDGAR
2026-08-06 Donald Joseph Duet Chief Technology Officer Grant (A) +9,478 RSU — EDGAR
2026-08-06 Charles H. Keller Chief Legal Officer Grant (A) +7,106 RSU — EDGAR
2026-07-16 Jeffrey A Goldstein Director Buy (P) +1,386 $41.39 $57.4K EDGAR
2026-06-17 Gary L Lauer Director Grant (A) +5,485 RSU — EDGAR
2026-06-17 Anil Chakravarthy Director Award (A) +5,485 — EDGAR
2026-06-17 Jeffrey A Goldstein Director Grant (A) +8,036 RSU — EDGAR
2026-06-17 KENNETH T LAMNECK Director Award (A) +5,485 — EDGAR
2026-06-17 Kourtney Gibson Director Grant (A) +5,485 RSU — EDGAR
2026-06-17 Lisa Hook Director Grant (A) +5,485 RSU — EDGAR
2026-06-17 James B Stallings JR Director Award (A) +5,485 — EDGAR
2026-06-17 NICOLE ANASENES Director Grant (A) +5,485 RSU — EDGAR
2026-04-17 Jeffrey A Goldstein Director Buy (P) +1,197 $47.39 $56.7K 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
75 insiders · @ $35.41
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 PINCUS & CO. WARBURG Director 41,303,303 $1.46B $0 3 2012-12-03
2 Warburg Pincus Partners LLC Director 41,127,238 $1.46B $0 3 2011-12-20
3 Warburg Pincus Private Equity IX, L.P. Director 41,124,148 $1.46B $0 2 2011-09-07
4 Warburg Pincus IX LLC Director 40,953,968 $1.45B $0 1 2010-12-21
5 WPM GP, LLC Director 32,803,326 $1.16B $0 4 2012-12-13
6 WARBURG PINCUS LLC 10%+ Owner 27,093,397 $959.51M $0 1 2012-12-20
7 CHARLES R KAYE 10%+ Owner 18,993,414 $672.65M $0 2 2013-02-15
8 THOMAS M HAGERTY Director 2,337,516 $82.78M -$884.04M 41 2018-06-18
9 Gary Norcross Chairman and CEO 896,692 $31.76M -$375.24M 96 2022-11-09
10 FRANK R MARTIRE Director 703,837 $24.93M -$194.73M 67 2018-06-14
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: 2026-08-11
Last 30d: 0 filings  ·  Last 90d: 1 filing · $944K 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: Tsai Caroline (1, $944K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-11 Tsai Caroline Former Officer 22,142 $944.4K 2026-08-11 Fidelity Brokerage Services LLC — EDGAR
2025-09-09 Tsai Caroline Officer 1,786 $125.0K 2025-09-09 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2024-11-15 Williams Lenore D Officer 11,305 $994.5K 2024-11-15 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2023-06-20 Hoag Erik D Officer 3,451 $186.9K 2023-06-20 Fidelity Brokerage Services LLC 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-08
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-08 0001136893-26-000038 EDGAR
2026-04-03 0001136893-26-000016 EDGAR
2026-03-20 0001193125-26-117662 EDGAR
2026-03-10 0001193125-26-100370 EDGAR
2026-03-09 0001193125-26-097627 EDGAR
2026-02-24 0001136893-26-000009 EDGAR
2026-02-24 0001193125-26-065257 EDGAR
2026-01-22 0001136893-26-000003 EDGAR
2026-01-12 0001193125-26-009759 EDGAR
2025-11-12 0001193125-25-277795 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-24 0001136893-26-000013 EDGAR
2025-02-13 0001136893-25-000014 EDGAR
2024-02-26 0001136893-24-000015 EDGAR
2023-02-27 0001136893-23-000028 EDGAR
2022-02-23 0001136893-22-000038 EDGAR
2021-02-18 0001136893-21-000025 EDGAR
2020-02-20 0001136893-20-000032 EDGAR
2019-02-21 0001136893-19-000008 EDGAR
2018-02-22 0001136893-18-000011 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-08 0001136893-26-000040 EDGAR
2025-11-05 0001136893-25-000128 EDGAR
2025-08-05 0001136893-25-000117 EDGAR
2025-05-06 0001136893-25-000056 EDGAR
2024-11-04 0001136893-24-000139 EDGAR
2024-08-06 0001136893-24-000113 EDGAR
2024-05-07 0001136893-24-000063 EDGAR
2023-11-07 0001136893-23-000148 EDGAR
2023-08-02 0001136893-23-000127 EDGAR
2023-05-02 0001136893-23-000077 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 Ratio5.4
P/B Ratio1.1
P/S Ratio1.5
EV/EBITDA9.0
TTM Revenue$12.2B
TTM Net Income$3.4B
TTM EPS$6.5
ROE21.0%
Dividend Yield4.89%
Debt/Equity1.32