IDA IDACORP, Inc.
XNYS
138.59
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history 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.
IDA
$138.59
—
Key stats
$138.59
- 52-Week Range
- $124.12 – $154.91
- YTD
- +8.87%
- IV Rank (30D)
- 46.61
- Straddle Price
- $6.38
- P/C Vol Ratio
- 5.23
- Market Cap
- $8.0B
- Open
- $138.72
- Day Range
- $138.24 – $139.38
- Volume
- 404,046
- Prev Close
- $138.04
Fair Value
MODEL: NEUTRAL
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) | 5.15% |
| Beta vs SPY | 0.54 |
| Cost of Equity (CAPM) | 7.83% (VRP-adj) |
| WACC | 7.33% |
| Volatility Risk Premium | +32.0pp (IV − HV30) |
| Effective Tax Rate | 5.6% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $-1.0B |
| Return on Equity (TTM) | 9.0% |
| Book / Price | 48.9% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 78.6% |
| FCF Margin (TTM) | -54.0% |
| Debt / Equity | 1.03 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $135.40 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $133.84 |
| Bollinger Width / SMA20 | 7.3% (drives anchor stability) |
| Net Debt | $3.8B |
| Market Cap | $8B |
Peers used for multiples: AEP, CEG, CNP, ETR, NEE, XEL
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
13%
20-Day Fair Value
≈ by Nov 20, 2026
$140.80
α +1.6%
rank 2%
conviction
81%
40-Day Fair Value
≈ by Dec 21, 2026
$141.68
α +2.2%
rank 2%
conviction
68%
60-Day Fair Value
≈ by Jan 19, 2027
$139.06
α +0.3%
rank 1%
conviction
13%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $22.31 | 16% | |
| Peer P/E | $138.03 | 6% | median 22.9× · 6 peers |
| Peer EV/EBITDA | $101.65 | 6% | median 13.9× · 6 peers |
| Peer P/B | $169.98 | 6% | median 2.5× · 6 peers |
| Peer P/S | $102.02 | 6% | median 3.2× · 6 peers |
| Market Anchor (SMA50) | $135.40 | 40% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $139.00 | 20% | 21 strikes · skew -0.15 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- ELECTRIC SERVICES (4911) · industry map
- Exchange
- XNYS
- Market Cap
- $8.0B
- Employees
- 2,185
- List Date
- 1948-05-11
- CIK
- 0001057877
- Next Earnings
- 2026-10-29 (Pre-Market)
- EPS Forecast
- $2.53 (3 est.)
- Headquarters
- Boise, ID
- Homepage
- https://www.idacorpinc.com
Idacorp is a holding company for Idaho Power. Idacorp is a vertically integrated utility that generates, transmits, and distributes electricity to 670,000 customers in southern Idaho and eastern Oregon. The utility owns 1.8 gigawatts of hydro generation, 400 MW of coal generation, 1.4 GW of natural gas generation, and 300 MW of energy storage.
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
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -3.80% | -1.47% | -2.24% | -6.66% | 1.34% | 4.31% | -1.42% |
| Feb | -2.61% | -3.94% | -3.89% | -6.71% | 6.49% | 9.76% | -0.15% |
| Mar | 13.43% | 12.66% | 6.88% | 6.71% | -2.37% | -0.19% | 6.19% |
| Apr | 2.21% | -10.52% | 2.86% | 2.92% | 0.60% | 2.73% | 0.13% |
| May | -4.10% | 6.48% | -6.81% | -0.52% | 2.28% | -4.64% | -1.22% |
| Jun | -0.08% | -2.46% | -0.99% | -1.64% | -1.52% | 12.07% | 0.90% |
| Jul | 7.27% | 2.55% | -0.23% | 6.00% | 8.39% | -4.59% | 3.23% |
| Aug | -1.17% | -1.97% | -5.55% | -0.39% | 0.61% | -5.31% | -2.30% |
| Sep | -3.00% | -10.52% | -2.67% | 0.26% | 6.03% | -4.15% | -2.34% |
| Oct | 0.05% | 2.41% | 5.80% | 0.09% | -1.87% | 5.10%* | 1.93% |
| Nov | -2.22% | 7.38% | -0.04% | 11.92% | 1.67% | -- | 3.74% |
| Dec | 7.61% | -1.32% | -0.16% | -6.50% | -2.89% | -- | -0.65% |
| Total | 12.68% | -3.27% | -7.70% | 3.75% | 19.60% | 14.18% | 6.54% |
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: $133.84
SMA 50: $135.40
SMA 200: $140.38
Current: $138.59
EMA 12: $136.19
EMA 26: $135.20
MACD: 0.9968 | Signal: 0.7587
BULLISH
ADX (14): 22.53
WEAK TREND
+DI: 22.06
−DI: 17.46
Momentum Oscillators
RSI (14): 61.72
NEUTRAL
Stoch %K: 83.20
Stoch %D: 83.24
Williams %R: -10.01
Volume & Volatility
BB Upper: $140.38
BB Lower: $127.31
NEUTRAL
OBV: 23,544,125
Vol SMA 20: 659,184
Vol ROC: 4.28%
ATR: $2.38
True Range: $1.34
HV 20: 15.0%
HV 30: 15.2%
HV 60: 16.4%
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 - IDA
Executive Summary
BULLISH (Confidence Level: 6/10)
Key Drivers:
- Positive news sentiment with recent headlines highlighting merger deal and portfolio additions
- Technical indicators showing a neutral RSI reading, with MACD suggesting bearish momentum
Primary Risks:
- High implied volatility compared to historical levels
- Options market pricing $7.03 move by expiration, indicating potential for significant price movements
Investment Thesis: IDA presents a moderate-risk opportunity for growth, driven by positive news sentiment and technical indicators. However, the high implied volatility and options market expectations suggest caution is necessary.
Recent News Sentiment Impact: The recent headlines have been overwhelmingly positive, contributing to the bullish sentiment in our analysis.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Neutral
- Medium-term (1-3 months): Bullish
- Long-term (3-12 months): Bullish
Support/Resistance Levels:
- Upper Bollinger Band: $143.47
- Middle Line: $138.71
- Lower Bollinger Band: $133.95
Momentum Signals:
- RSI: 36.18 (neutral)
- MACD: -2.28 / Signal: -0.11 / Histogram: -2.18 (bearish)
- Bollinger Bands: Neutral
Volume Analysis:
- Volume SMA 20: 451641.19
- On-Balance Volume (OBV): 21315142.15
- Volume Rate of Change: -34.59%
News & Sentiment Analysis
Recent Headlines Summary: The recent headlines highlight positive news for IDA, including a special dividend in connection with the merger deal and portfolio additions.
Sentiment Assessment: Positive sentiment dominates the recent news headlines, contributing to our bullish assessment.
Catalyst Identification: Earnings date is not available, but future earnings announcements could be a catalyst for price movement.
Market Narrative: The positive news sentiment aligns with the technical indicators, suggesting a moderate-risk opportunity for growth.
Risk & Volatility Assessment
Beta Interpretation: Low beta (0.02) indicates that IDA is less volatile than the market.
Volatility Regime: Low volatility regime suggests that price movements may be more predictable.
Options Market Signals: IV rank is low, indicating historically low volatility. Options market pricing a $7.03 move by expiration.
Downside Protection: Support levels are at $133.95 and $138.71, with potential for price to bounce from these levels if it breaks down.
Market Context & Positioning
Sector Performance: IDA is performing well within its sector.
Institutional Activity: Moderate institutional interest, as shown by the volume flow and open interest in options activity.
Correlation Analysis: Low correlation with the market (0.02) suggests IDA may be a good addition to a diversified portfolio.
Relative Valuation: IDA is positioned within its trading range, offering opportunities for growth or mean reversion.
Key Levels & Action Items
Critical Price Levels:
- Support: $133.95 and $138.71
- Resistance: $143.47
Breakout/Breakdown Levels:
- Breakout above upper Bollinger Band: $143.47
- Breakdown below lower Bollinger Band: $133.95
Time-Sensitive Catalysts: Earnings date is not available, but future earnings announcements could be a catalyst for price movement.
Risk Management: Stop-loss levels should be set around the support and resistance levels mentioned above. Position sizing considerations should prioritize risk management to avoid significant losses in case of unexpected market movements.
Generated
News
All IDA news →
Earnings History
14 of 14 under expected move
Avg Expected Move
4.96%
Avg Actual Move
1.76%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2022-08-04 | Pre-Market | 10.55% | 0.01% | 0.00x | Within |
| 2023-05-04 | Pre-Market | 4.13% | 0.64% | 0.15x | Within |
| 2023-08-03 | Pre-Market | 4.62% | 1.33% | 0.29x | Within |
| 2023-11-02 | Pre-Market | 5.94% | 2.96% | 0.50x | Within |
| 2024-02-15 | Pre-Market | 2.56% | 2.15% | 0.84x | Within |
| 2024-05-02 | Pre-Market | 4.74% | 0.65% | 0.14x | Within |
| 2024-08-01 | Pre-Market | 5.93% | 4.66% | 0.79x | Within |
| 2024-10-31 | Pre-Market | 6.12% | 1.29% | 0.21x | Within |
| 2025-05-01 | Pre-Market | 4.38% | 1.52% | 0.35x | Within |
| 2025-07-31 | Pre-Market | 4.61% | 2.28% | 0.49x | Within |
| 2025-10-30 | After-Close | 4.21% | 1.60% | 0.38x | Within |
| 2026-02-19 | Pre-Market | 3.02% | 2.43% | 0.80x | Within |
| 2026-04-30 | Pre-Market | 3.60% | 2.42% | 0.67x | Within |
| 2026-07-30 | After-Close | 4.97% | 0.71% | 0.14x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
IDA Options Activity & IV Rank
IDA IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 20.4%
7-DTE IV: —
Expected Move: $6.38
7-DTE Move: $6.38
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 43
Put Volume: 225
P/C Volume: 5.233
BEARISH
Call OI: 102
Put OI: 564
P/C OI: 5.529
Total OI: 666
ATM Options Pricing
ATM Call: $2.52
ATM Put: $3.85
Call %: 1.8%
Put %: 2.8%
Chain Summary
Chain Volume: 368
Chain OI: 792
Last Updated: 10/21/2026
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.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 42nd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
42%
vs own history
GEX tilt
+0.75
OI-weighted, today
Vanna tilt
+1.00
δ-sensitivity to IV
Charm tilt
-1.00
δ-decay vs time
Vanna tilt +1.00: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -1.00: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 3 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
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
—
—
pts
EXTREME
as of Oct 21 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · ATM 19.5% / 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)46.6MediumOct 21
Straddle Price (30 DTE)$6.38Oct 21
Beta Analysis
Risk Metrics
Beta: 0.0115
Alpha: 3.50%
Correlation: 0.0081
R-Squared: 0.0%
Stock Volatility: 17.9%
Market Volatility: 12.7%
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 IDA
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $136.2M | #306 of 6285 | +455.4% | 13F | |
| Soros Fund Management Family office George Soros, Robert Soros, Jonathan Soros | $82.6M | #25 of 251 | -5.4% | 13F | |
| Point72 Hedge fund Steve Cohen | $24.6M | #519 of 1945 | +83.0% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $16.5M | #241 of 997 | +14.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $8.1M | #1731 of 3716 | +114.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $871K | #1791 of 4729 | 0.0% | 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
IDA Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 55,844,750 (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.
5 filers$32.83M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $13.45M | 40.97% | 2026-06-30 |
| 2 | Zimmer Partners, LP | $11.35M | 34.57% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $3.93M | 11.98% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $3.89M | 11.84% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $209.12K | 0.64% | 2025-09-30 |
5 filers$18.63M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $9.58M | 51.42% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $5.58M | 29.98% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $1.82M | 9.75% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $1.63M | 8.77% | 2026-06-30 |
| 5 | Simplex Trading, LLC Custodian | $15.13K | 0.08% | 2026-06-30 |
IDA Insider Trading (Form 4)
Latest: 2026-06-11Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-06-11 | Adam J Richins | EVP and COO (IPC) | Sell (S) | −1,500 | $142.03 | -$213.0K | EDGAR |
| 2026-06-01 | Sharon L. Miller | Director | Award (A) | +689 | — | EDGAR | |
| 2026-06-01 | James Bo D Hanchey | VP of Cust Op & CSO (IPC) | Sell (S) | −1,500 | $140.95 | -$211.4K | EDGAR |
| 2026-03-04 | Timothy E Tatum | VP Regulatory Affairs (IPC) | Sell (S) | −1,479 | $142.51 | -$210.8K | EDGAR |
| 2026-03-03 | Dennis L Johnson | Director | Award (A) | +1,007 | — | EDGAR | |
| 2026-03-03 | Odette C Bolano | Director | Award (A) | +1,007 | — | EDGAR | |
| 2026-03-03 | Nate Jorgensen | Director | Award (A) | +1,007 | — | EDGAR | |
| 2026-03-03 | Michael J. Kennedy | Director | Award (A) | +1,007 | — | EDGAR | |
| 2026-03-03 | Scott W Madison | Director | Award (A) | +1,007 | — | EDGAR | |
| 2026-03-03 | Annette G Elg | Director | Award (A) | +1,007 | — | EDGAR | |
| 2026-03-03 | Mark T Peters | Director | Award (A) | +1,007 | — | EDGAR | |
| 2026-03-03 | Susan Morris | Director | Award (A) | +1,007 | — | EDGAR | |
| 2026-02-24 | Ryan Adelman | VP of Power Supply (IPC) | Mixed | +974 | $139.89 | -$113.9K | EDGAR |
| 2026-02-24 | Brian R Buckham | EVP, CFO, and Treasurer | Mixed | +4,101 | $139.89 | -$462.9K | EDGAR |
| 2026-02-24 | Sarah E Griffin | VP of Human Resources (IPC) | Mixed | +1,101 | $139.89 | -$104.8K | 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.
IDA Insider Holdings
23 insiders · @ $138.59
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 | Lisa A Grow | President & CEO | 36,312 | $5.03M | -$1.11M | 48 | 2026-02-24 |
| 2 | Judi Johansen | Director | 28,760 | $3.99M | -$135.3K | 20 | 2025-03-04 |
| 3 | Brian R Buckham | EVP, CFO, and Treasurer | 26,413 | $3.66M | $0 | 21 | 2026-02-24 |
| 4 | Jeffrey L Malmen | SVP of Public Affairs | 19,854 | $2.75M | -$980.0K | 34 | 2026-02-24 |
| 5 | Adam J Richins | EVP and COO (IPC) | 18,550 | $2.57M | -$384.0K | 20 | 2026-06-11 |
| 6 | Dennis L Johnson | Director | 18,469 | $2.56M | -$164.3K | 18 | 2026-03-03 |
| 7 | Ron W Jibson | Director | 15,982 | $2.22M | $0 | 14 | 2025-03-04 |
| 8 | Richard J Navarro | Director | 15,421 | $2.14M | $0 | 11 | 2025-03-04 |
| 9 | Annette G Elg | Director | 10,245 | $1.42M | $0 | 12 | 2026-03-03 |
| 10 | Odette C Bolano | Director | 7,829 | $1.09M | $0 | 7 | 2026-03-03 |
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.
IDA Board & Officers
As of SEC filings through Jun 11, 2026Directors 10
- Dennis L Johnson · since Mar 20, 2013
- Annette G Elg · since Feb 8, 2017
- Odette C Bolano · since Sep 16, 2020
- Mark T Peters · since Feb 11, 2021
- Lisa A Grow · listed since Feb 2022
- Nate Jorgensen · since May 18, 2023
- Susan Morris · since May 18, 2023
- Scott W Madison · since Feb 13, 2025
- Michael J. Kennedy · since May 15, 2025
- Sharon L. Miller · since May 21, 2026
Officers 11
- Lisa A Grow · President & CEO · listed since Jan 2021
- Brian R Buckham · SVP, CFO, and Treasurer · listed since Jan 2024
- Adam J Richins · EVP and COO (IPC) · listed since Feb 2026
- Julia A Hilton · VP and General Counsel · since Mar 18, 2023
- Jeffrey L Malmen · SVP of Public Affairs · listed since Apr 2016
- James Bo D Hanchey · VP of Cust Op & CSO (IPC) · listed since Feb 2020
- Sarah E Griffin · VP of Human Resources (IPC) · listed since Feb 2020
- Mitchel D Colburn · VP of Plan, Eng, & Const (IPC) · since Aug 8, 2020
- Ryan Adelman · VP of Power Supply (IPC) · listed since Jan 2021
- Amy I Shaw · VP of Finance, Compl., & Risk · since Jan 1, 2024
- Timothy E Tatum · VP Regulatory Affairs (IPC) · listed since Jan 2026
Changes in the last 10 years (43)
| May 21, 2026 | Sharon L. Miller became a director |
| Feb 24, 2026 | Adam J Richins listed as EVP and COO (IPC) (previously SVP and COO (IPC)) in SEC filings |
| Jan 5, 2026 | Timothy E Tatum listed as VP Regulatory Affairs (IPC) (previously VP Regulatory Affairs) in SEC filings |
| May 15, 2025 | Michael J. Kennedy became a director |
| Feb 13, 2025 | Scott W Madison became a director |
| Dec 31, 2024 | Timothy E Tatum became VP Regulatory Affairs |
| Jan 3, 2024 | Brian R Buckham listed as SVP, CFO, and Treasurer (previously SVP & CFO) in SEC filings |
| Jan 1, 2024 | Amy I Shaw became VP of Finance, Compl., & Risk |
| May 18, 2023 | Susan Morris became a director |
| May 18, 2023 | Nate Jorgensen became a director |
| Mar 18, 2023 | Julia A Hilton became VP and General Counsel |
| Jan 4, 2023 | Brian R Buckham listed as SVP & CFO (previously SVP & General Counsel) in SEC filings |
| Mar 28, 2022 | Patrick A Harrington listed as VP, GC, & Corp Sec (previously Corporate Secretary) in SEC filings |
| Feb 22, 2022 | Lisa A Grow first listed as a director in an SEC filing |
| Feb 9, 2022 | Jeff C Kinneeveauk became a director |
| Feb 11, 2021 | Mark T Peters became a director |
| Jan 6, 2021 | Ryan Adelman listed as VP of Power Supply (IPC) (previously VP of T&D Eng and Const (IPC)) in SEC filings |
| Jan 6, 2021 | Lisa A Grow no longer listed as a director in SEC filings |
| Jan 6, 2021 | Lisa A Grow listed as President & CEO (previously President (IPC)) in SEC filings |
| Sep 16, 2020 | Odette C Bolano became a director |
| Aug 8, 2020 | Mitchel D Colburn became VP of Plan, Eng, & Const (IPC) |
| Jun 2, 2020 | Darrel T Anderson no longer listed as President and CEO in SEC filings |
| Mar 6, 2020 | Steven R Keen listed as SVP & CFO (previously SVP, CFO & Treasurer) in SEC filings |
| Mar 6, 2020 | Lisa A Grow first listed as a director in an SEC filing |
| Mar 6, 2020 | Kenneth W Petersen listed as VP, CAO & Treasurer (previously VP, Controller & CAO) in SEC filings |
| Mar 1, 2020 | Tom J Harvey became VP of Power Supply (IPC) |
| Feb 25, 2020 | Sarah E Griffin listed as VP of Human Resources (IPC) (previously VP of Human Resources) in SEC filings |
| Feb 25, 2020 | Ryan Adelman listed as VP of T&D Eng and Const (IPC) (previously VP of T&D Eng and Const) in SEC filings |
| Feb 25, 2020 | James Bo D Hanchey listed as VP of Cust Op & CSO (IPC) (previously VP of Cust Op & CSO) in SEC filings |
| Feb 25, 2020 | Adam J Richins listed as SVP and COO (IPC) (previously VP of Cust Ops & Bus Dev) in SEC filings |
| Jan 3, 2020 | Tessia Park listed as VP of Power Supply (IPC) (previously VP of Power Supply) in SEC filings |
| Jan 3, 2020 | Lisa A Grow listed as President (IPC) (previously SVP & COO (ipc)) in SEC filings |
| Oct 1, 2019 | Sarah E Griffin became VP of Human Resources |
| Oct 1, 2019 | Ryan Adelman became VP of T&D Eng and Const |
| Oct 1, 2019 | James Bo D Hanchey became VP of Cust Op & CSO |
| Jun 2, 2018 | Jeffrey Scott Glenn became VP of Corp Svcs & CIO |
| Jan 3, 2018 | Lisa A Grow listed as SVP & COO (ipc) (previously Sr. VP of Operations (IPC)) in SEC filings |
| Jan 3, 2018 | Brian R Buckham listed as SVP & General Counsel (previously VP & General Counsel) in SEC filings |
| Mar 2, 2017 | Newell V Porter listed as VP T&D Eng & Constr & CSO (previously VP Customer Operations (IPC)) in SEC filings |
| Mar 1, 2017 | Adam J Richins became VP of Cust Ops & Bus Dev |
| Feb 8, 2017 | Annette G Elg became a director |
| Jan 4, 2017 | Rex Blackburn reported in an SEC filing no longer being Sr VP & General Counsel |
| Jan 4, 2017 | Lonnie G Krawl listed as SVP Admin Svcs & CHRO (previously SVP Admin Svcs & CIO (IPC)) in SEC filings |
Not reported recently (18)
- Judi Johansen · Last reported as a director in an SEC filing dated Mar 4, 2025
- Ron W Jibson · Last reported as a director in an SEC filing dated Mar 4, 2025
- Richard J Navarro · Last reported as a director in an SEC filing dated Mar 4, 2025
- Richard J Dahl · Last reported as a director in an SEC filing dated Mar 4, 2024
- Jeff C Kinneeveauk · Last reported as a director in an SEC filing dated Mar 4, 2024
- Thomas E Carlile · Last reported as a director in an SEC filing dated Mar 1, 2023
- Patrick A Harrington · Last reported as VP, GC, & Corp Sec in an SEC filing dated Feb 21, 2023
- Kenneth W Petersen · Last reported as VP, CAO & Treasurer in an SEC filing dated Feb 21, 2023
- Darrel T Anderson · Last reported as a director in an SEC filing dated Mar 2, 2022
- Steven R Keen · Last reported as SVP & CFO in an SEC filing dated Feb 22, 2022
- Christine King · Last reported as a director in an SEC filing dated Mar 3, 2021
- Tom J Harvey · Last reported as VP of Power Supply (IPC) in an SEC filing dated Aug 4, 2020
- Tessia Park · Last reported as VP of Power Supply (IPC) in an SEC filing dated Mar 6, 2020
- Robert A Tinstman · Last reported as a director in an SEC filing dated Mar 4, 2019
- Newell V Porter · Last reported as VP T&D Eng & Constr & CSO in an SEC filing dated Feb 25, 2019
- Jeffrey Scott Glenn · Last reported as VP of Corp Svcs & CIO in an SEC filing dated Feb 25, 2019
- J Lamont Keen · Last reported as a director in an SEC filing dated Mar 2, 2018
- Lonnie G Krawl · Last reported as SVP Admin Svcs & CHRO in an SEC filing dated Feb 27, 2018
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.
IDA Proposed Insider Sales (Form 144)
Latest: 2026-06-09
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-09 144/A | Richins Adam J | Officer | 1,500 | $210.4K | 2026-06-09 | Charles Schwab Corp | — | EDGAR |
| 2026-05-27 | Hanchey James Bo D | Officer | 1,500 | $215.6K | 2026-05-28 | Wells Fargo Advisors | — | EDGAR |
| 2026-03-03 | Tatum Timothy E | Director | 1,479 | $210.3K | 2026-03-03 | Charles Schwab Corp. | — | EDGAR |
| 2026-02-19 | Hilton Julia A | Officer | 1,000 | $138.3K | 2026-02-23 | Wells Fargo Advisors | — | EDGAR |
| 2026-02-19 | Colburn Mitchel D | Officer | 1,300 | $181.7K | 2026-02-23 | Wells Fargo Advisors | — | EDGAR |
| 2025-05-13 | Malmen Jeffrey L | Officer | 5,000 | $561.0K | 2025-05-13 | The Charles Schwab Corporation | — | EDGAR |
| 2025-02-24 144/A | Richins Adam J | Officer | 1,500 | $171.9K | 2025-02-24 | Charles Schwab & Co | — | EDGAR |
| 2024-05-21 | Hanchey James Bo D | Officer | 1,500 | $146.4K | 2024-05-22 | Wells Fargo Advisors | — | EDGAR |
| 2023-09-14 | Malmen Jeffrey L | Director | 1,463 | $141.6K | 2023-09-14 | Charles Schwab Corporation | — | 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. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-21
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-21 | 0001057877-26-000108 | EDGAR |
| 2026-05-15 | 0001193125-26-227188 | EDGAR |
| 2026-04-30 | 0001057877-26-000100 | EDGAR |
| 2026-02-19 | 0001057877-26-000029 | EDGAR |
| 2025-12-31 | 0001057877-25-000091 | EDGAR |
| 2025-12-01 | 0001057877-25-000085 | EDGAR |
| 2025-10-30 | 0001057877-25-000083 | EDGAR |
| 2025-10-24 | 0001057877-25-000075 | EDGAR |
| 2025-09-19 | 0001057877-25-000072 | EDGAR |
| 2025-07-31 | 0001057877-25-000068 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-19 | 0001057877-26-000028 | EDGAR |
| 2025-02-20 | 0001057877-25-000014 | EDGAR |
| 2024-02-15 | 0001057877-24-000005 | EDGAR |
| 2023-02-16 | 0001057877-23-000007 | EDGAR |
| 2022-02-17 | 0001057877-22-000014 | EDGAR |
| 2021-02-18 | 0001057877-21-000036 | EDGAR |
| 2020-02-20 | 0001057877-20-000040 | EDGAR |
| 2019-02-21 | 0001057877-19-000024 | EDGAR |
| 2018-02-22 | 0001057877-18-000027 | EDGAR |
| 2017-02-23 | 0001057877-17-000035 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0001057877-26-000098 | EDGAR |
| 2025-10-30 | 0001057877-25-000082 | EDGAR |
| 2025-07-31 | 0001057877-25-000067 | EDGAR |
| 2025-05-01 | 0001057877-25-000037 | EDGAR |
| 2024-10-31 | 0001057877-24-000047 | EDGAR |
| 2024-08-01 | 0001057877-24-000041 | EDGAR |
| 2024-05-02 | 0001057877-24-000027 | EDGAR |
| 2023-11-02 | 0001057877-23-000059 | EDGAR |
| 2023-08-03 | 0001057877-23-000045 | EDGAR |
| 2023-05-04 | 0001057877-23-000027 | EDGAR |
ETF Holders
143 ETFs hold IDA
25 shown · $1.69B total exposure · 0.22% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.23% | $286.1M | $123.0B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $239.8M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.10% | $170.1M | — | 2026-09-30 |
| 4 | DVY iShares Select Dividend ETF | iShares (BlackRock) | 0.62% | $145.0M | $23.2B | 2026-10-20 |
| 5 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.17% | $110.8M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.09% | $85.1M | — | 2026-09-30 |
| 7 | UTES Virtus Reaves Utilities ETF | Nport | 4.64% | $61.0M | — | 2026-07-31 |
| 8 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.23% | $59.8M | $25.8B | 2026-10-20 |
| 9 | VPU Vanguard Utilities ETF | Vanguard | 0.52% | $49.8M | — | 2026-09-30 |
| 10 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.14% | $47.8M | — | 2026-10-20 |
| 11 | EMLP First Trust North American Energy Infrastructure Fund | First Trust | 1.06% | $43.6M | $4.1B | 2026-10-20 |
| 12 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.23% | $43.1M | $18.4B | 2026-10-20 |
| 13 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.03% | $42.8M | — | 2026-09-30 |
| 14 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.16% | $36.5M | — | 2026-05-31 |
| 15 | FVD First Trust Value Line® Dividend Index Fund | First Trust | 0.43% | $34.0M | $7.9B | 2026-10-20 |
| 16 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.06% | $33.5M | $57.3B | 2026-10-20 |
| 17 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.03% | $30.7M | — | 2026-09-30 |
| 18 | REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | ProShares | 1.49% | $25.2M | — | 2026-10-21 |
| 19 | IJK iShares S&P Mid-Cap 400 Growth ETF | iShares (BlackRock) | 0.24% | $25.0M | $10.5B | 2026-10-20 |
| 20 | VOLT Tema Electrification ETF | Nport | 3.20% | $23.2M | — | 2026-05-31 |
| 21 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.14% | $20.5M | — | 2026-05-31 |
| 22 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.23% | $19.4M | $8.5B | 2026-10-20 |
| 23 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $19.0M | — | 2026-10-20 |
| 24 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.04% | $18.5M | $44.3B | 2026-10-20 |
| 25 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.43% | $17.9M | $4.2B | 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.
Trailing P/E
22.98
TTM Diluted EPS
$6.03
TTM Revenue
$1.80B
TTM Net Income
$338.60M
TTM Op. Cash Flow
$479.64M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $469.80M | $102.58M | $1.79 | $103.22M |
| Q1 '26 | 2026-03-31 | $403.41M | $67.98M | $1.21 | $75.81M |
| Q4 '25 | 2025-12-31 | $405.24M | $43.61M | $0.77 | $137.77M |
| Q3 '25 | 2025-09-30 | $524.42M | $124.44M | $2.26 | $162.84M |
| Q2 '25 | 2025-06-30 | $450.88M | $95.78M | $1.76 | $176.94M |
| Q1 '25 | 2025-03-31 | $432.46M | $59.65M | $1.10 | $124.29M |
| Q4 '24 | 2024-12-31 | $398.13M | $37.88M | $0.68 | $136.44M |
| Q3 '24 | 2024-09-30 | $528.53M | $113.61M | $2.12 | $201.94M |
| Q2 '24 | 2024-06-30 | $451.04M | $89.52M | $1.71 | $146.36M |
| Q1 '24 | 2024-03-31 | $448.94M | $48.17M | $0.95 | $109.69M |
| Q4 '23 | 2023-12-31 | $411.95M | $31.26M | $0.61 | $105.00M |
| Q3 '23 | 2023-09-30 | $510.91M | $105.26M | $2.07 | $155.25M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-30
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
22.98
P/B
2.05
P/S
4.29
EV/EBITDA
16.94
EV/Sales
6.41
ROE
9.0%
ROA
3.1%
Div Yield
2.42%
FCF Yield
6.20%
Debt/Equity
1.03
Current Ratio
—
Market Cap
$7.74B
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
6.33M
SI % of Float
10.98%
Days to Cover
9.34
Short Vol Ratio
65.8%
Free Float
57.67M
Float %
99.7%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-07