Jacobs Solutions Inc.(J)

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

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

J $138.03 —
Snapshot
$138.03
52-Week Range
$105.68 – $168.44
YTD
+1.98%
IV Rank (30D)
70.55
Straddle Price
$7.15
P/C Vol Ratio
0.52
Market Cap
$15.8B
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)4.96%
Beta vs SPY0.90
Cost of Equity (CAPM)9.44% (VRP-adj)
WACC8.53%
Volatility Risk Premium+43.0pp (IV − HV30)
Effective Tax Rate36.9%
Rev. Growth (YoY, DCF input)+29.2%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.6B
Return on Equity (TTM)10.4%
Book / Price20.1%
Gross Margin (TTM)22.1%
FCF Margin (TTM)4.5%
Debt / Equity1.10
Quality Score1/6 — cyclical/struggling (5y DCF)
Market-Implied Growth+15.1% (reverse-DCF on current price)
SMA 50$142.40 (Market Anchor value)
SMA 20 / Bollinger Mid$144.53
Bollinger Width / SMA207.0% (drives anchor stability)
Net Debt$2.4B
Market Cap$16B
Peers used for multiples: AOS, CSX, FLR, IEX, ROP, UNP, URI, XYL
Model Conviction
71%
20-Day Fair Value
≈ by Oct 26, 2026
$143.87
α +4.4% rank 21%
40-Day Fair Value
≈ by Nov 24, 2026
$149.76
α +8.7% rank 29%
60-Day Fair Value
≈ by Dec 23, 2026
$151.66
α +10.1% rank 34%
MethodImplied PriceWeightDetail
DCF $246.44 19%
DDM (Gordon) $33.08 0%
Peer P/E $76.34 6% median 24.4× · 7 peers
Peer EV/EBITDA $103.26 6% median 15.2× · 7 peers
Peer P/B $115.56 6% median 4.2× · 8 peers
Peer P/S $537.66 6% median 4.1× · 8 peers
Market Anchor (SMA50) $142.40 38% stability 100% (BB-width)
Options Expected (B-L 30d) $136.15 19% 20 strikes · skew +0.56
As of 2026-09-25 · updated
Info
Industry (SIC)
HEAVY CONSTRUCTION OTHER THAN BLDG CONST - CONTRACTORS (1600)
Exchange
XNYS
Market Cap
$15.8B

Jacobs Solutions is a global provider of engineering, design, procurement, construction, and maintenance services as well as cyber engineering and security solutions. The firm serves industrial, commercial, and government clients in a wide variety of sectors, including water, transportation, healthcare, technology, and chemicals. Jacobs Solutions employs approximately 60,000 workers. The company generated $12 billion in revenue in fiscal 2025.

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 +0.56% 7
Feb +0.87% 7
Mar -0.35% 7
Apr +1.41% 7
May -0.35% 7
Jun +0.58% 7
Jul +5.35% 7
Aug +2.30% 7
Sep -3.33% 7
Oct +2.60% 6
Nov +1.03% 6
Dec -0.98% 7
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: $143.90
SMA 50: $142.52
SMA 200: $133.08
Current: $138.03
EMA 12: $141.69
EMA 26: $142.86
MACD: -1.1627 | Signal: -1.0671
BEARISH
ADX (14): 23.62
WEAK TREND
+DI: 14.76
−DI: 25.54

Momentum Oscillators

RSI (14): 39.59
NEUTRAL
Stoch %K: 14.82
Stoch %D: 17.46
Williams %R: -67.97

Volume & Volatility

BB Upper: $151.17
BB Lower: $136.63
NEUTRAL
OBV: -1,918,041
Vol SMA 20: 785,942
Vol ROC: -38.37%
ATR: $3.56
True Range: $4.30
HV 20: 23.0%
HV 30: 22.4%
HV 60: 25.2%

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

Executive Summary BULLISH (Confidence Level: 7/10)

Key Drivers:

  • Technical momentum signals indicate a strong uptrend
  • Recent news headlines suggest continued positive momentum for the company
  • Low volatility compared to historical levels and beta indicates moderate risk

Primary Risks:

  • Market downturn could affect overall stock performance
  • Earnings misses or negative news could lead to a sell-off

Investment Thesis: The stock is likely to continue its uptrend driven by technical indicators, recent positive news headlines, and low volatility. However, investors should be aware of the potential risks associated with market fluctuations and earnings surprises.

Recent News Sentiment Impact: The company's recent announcements, including the AI Power Infrastructure Trade and the UK Public Sector Advisory Contract, have had a generally positive impact on sentiment, which aligns with the technical signals indicating an uptrend.

Technical Analysis

Trend Direction:

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

Support/Resistance Levels: The stock is trading above the SMA 20, SMA 50, and EMA 12, indicating strong support. The upper Bollinger Band is at $130.96, which could serve as resistance.

Momentum Signals:

  • RSI: Neutral (52.54)
  • MACD: Bullish momentum
  • Stochastic %K/D: Both are trending upward

Volume Analysis: The stock has seen an increase in volume over the past few weeks, with a volume rate of change of 31.39%. The OBV is also trending upward, indicating buying pressure.

News & Sentiment Analysis

Recent Headlines Summary:

  • AI Power Infrastructure Trade highlights the company's strong position in this space
  • Jacobs' quarterly dividend increase demonstrates its commitment to shareholders
  • UK Public Sector Advisory Contract showcases the company's ability to secure large deals

Sentiment Assessment: The overall sentiment is positive, with 4 out of 6 recent news headlines having a positive impact on the stock.

Catalyst Identification:

  • Earnings release: The company's next earnings release could have a significant impact on the stock price
  • Product launches: Any new product or service announcements could drive the stock higher

Market Narrative: The technical signals and recent news headlines are aligned, indicating a strong uptrend. However, investors should be cautious of any potential market downturns that could affect overall stock performance.

Risk & Volatility Assessment

Beta Interpretation: The beta is 0.90, indicating moderate risk relative to the broader market.

Volatility Regime: The historical volatility levels are relatively low compared to the current IV rank, which suggests a low level of implied volatility.

Options Market Signals: The options market is pricing in a $12.35 move by expiration, with a put-call volume ratio of 0.88 indicating neutral sentiment.

Downside Protection: The lower Bollinger Band is at $119.26, which could serve as support in the event of a potential sell-off.

Market Context & Positioning

Sector Performance: The energy consulting sector has seen moderate growth over the past few months, with Jacobs performing well within this space.

Institutional Activity: The volume patterns suggest institutional interest, with a high volume rate of change and OBV trending upward.

Correlation Analysis: The stock's correlation to the broader market is 0.35, indicating a relatively low level of correlation.

Relative Valuation: The stock is trading within its historical range, indicating that it may be undervalued or overvalued relative to other stocks in the sector.

Key Levels & Action Items

Critical Price Levels:

  • Support: $125.11 (SMA 20), $122.04 (SMA 50)
  • Resistance: $130.96 (Upper Bollinger Band)

Breakout/Breakdown Levels: The stock needs to break above the upper Bollinger Band or below the lower Bollinger Band to trigger significant moves.

Time-Sensitive Catalysts:

  • Earnings release: The company's next earnings release could have a significant impact on the stock price
  • Product launches: Any new product or service announcements could drive the stock higher

Risk Management: Stop-loss levels should be set around $119.26 (lower Bollinger Band) to mitigate potential losses. Position sizing considerations include the current IV rank and options market signals.

Overall, the technical indicators suggest a strong uptrend, which is supported by recent positive news headlines. However, investors should be cautious of potential risks associated with market downturns and earnings surprises.

Generated
News
Earnings History
6 of 8 under expected move
Avg Expected Move
6.30%
Avg Actual Move
4.94%
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
2024-11-19 Pre-Market 6.65% 4.97% 0.75x Within
2025-02-04 After-Close 5.47% 2.71% 0.50x Within
2025-05-06 After-Close 3.95% 0.14% 0.04x Within
2025-08-05 Pre-Market 5.04% 3.78% 0.75x Within
2025-11-20 Pre-Market 4.95% 11.27% 2.28x Exceeded
2026-02-03 After-Close 8.35% 8.37% 1.00x Exceeded
2026-05-05 After-Close 7.13% 6.93% 0.97x Within
2026-08-04 After-Close 8.87% 1.39% 0.16x Within
Options Activity
IV Rank (30D)
70.55
IV Rank (7D)
70.55
Avg IV
66.2%
Straddle (30D)
$7.15
Straddle (7D)
$7.15
P/C Volume
0.52
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)
0.86
Correlation (SPY)
33.9%
R²
0.11
Ann. Volatility
33.1%
SPY Volatility
13.0%

Moderate volatility - stock generally follows market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 119,274,250 (as of 2026-06-26)

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.

907 filers116,895,063 shares$14.41B value98.01% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 13,662,193 $1.81B 12.56% 11.45% 2025-12-31
2 BlackRock, Inc. Custodian 10,893,728 $1.37B 9.53% 9.13% 2026-06-30
3 VANGUARD CAPITAL MANAGEMENT LLC 7,714,329 $972.01M 6.75% 6.47% 2026-06-30
4 STATE STREET CORP (STT, STT-PG) 7,390,941 $931.26M 6.46% 6.20% 2026-06-30
5 VANGUARD PORTFOLIO MANAGEMENT LLC 4,749,089 $598.39M 4.15% 3.98% 2026-06-30
6 PRIMECAP MANAGEMENT CO/CA/ 4,565,799 $575.29M 3.99% 3.83% 2026-06-30
7 GEODE CAPITAL MANAGEMENT, LLC Custodian 3,333,601 $418.45M 2.90% 2.79% 2026-06-30
8 MORGAN STANLEY Custodian 3,176,879 $400.29M 2.78% 2.66% 2026-06-30
9 Ninety One UK Ltd 2,835,514 $357.27M 2.48% 2.38% 2026-06-30
10 Boston Partners 2,693,079 $339.82M 2.36% 2.26% 2026-06-30
11 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,737,018 $218.86M 1.52% 1.46% 2026-06-30
12 BANK OF AMERICA CORP /DE/ Custodian 1,653,320 $208.32M 1.45% 1.39% 2026-06-30
13 Allspring Global Investments Holdings, LLC 1,646,673 $205.22M 1.42% 1.38% 2026-06-30
14 Pictet Asset Management Holding SA 1,573,481 $198.25M 1.38% 1.32% 2026-06-30
15 Focus Partners Wealth 1,364,659 $171.94M 1.19% 1.14% 2026-06-30
16 AQR CAPITAL MANAGEMENT LLC Custodian 1,314,495 $162.50M 1.13% 1.10% 2026-06-30
17 NORTHERN TRUST CORP Custodian 1,265,436 $159.44M 1.11% 1.06% 2026-06-30
18 BARCLAYS PLC Custodian 1,241,428 $156.42M 1.09% 1.04% 2026-06-30
19 DIMENSIONAL FUND ADVISORS LP Custodian 1,158,427 $145.94M 1.01% 0.97% 2026-06-30
20 LAZARD ASSET MANAGEMENT LLC 1,114,178 $140.39M 0.97% 0.93% 2026-06-30
21 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 984,366 $124.03M 0.86% 0.83% 2026-06-30
22 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 955,266 $120.36M 0.84% 0.80% 2026-06-30
23 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 942,724 $118.78M 0.82% 0.79% 2026-06-30
24 FIRST TRUST ADVISORS LP 915,098 $115.30M 0.80% 0.77% 2026-06-30
25 CI INVESTMENTS INC. 911,240 $114.82M 0.80% 0.76% 2026-06-30
13 filers$65.94M notional
# Filer Notional Value % of Total Period
1 MILLENNIUM MANAGEMENT LLC Custodian $21.61M 32.77% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $18.22M 27.63% 2026-06-30
3 JANE STREET GROUP, LLC Custodian $6.67M 10.11% 2026-06-30
4 Walleye Trading LLC $5.33M 8.08% 2026-06-30
5 CITADEL ADVISORS LLC Custodian $4.85M 7.36% 2026-06-30
6 IMC-Chicago, LLC Custodian $3.25M 4.93% 2026-06-30
7 WOLVERINE TRADING, LLC Custodian $1.75M 2.66% 2025-09-30
8 Squarepoint Ops LLC $1.15M 1.74% 2026-06-30
9 GROUP ONE TRADING LLC Custodian $957.60K 1.45% 2026-06-30
10 Walleye Capital LLC $894.60K 1.36% 2026-06-30
11 Point72 Asset Management, L.P. $516.60K 0.78% 2026-06-30
12 SIMPLEX TRADING, LLC Custodian $504.00K 0.76% 2026-06-30
13 TWO SIGMA INVESTMENTS, LP Custodian $239.40K 0.36% 2026-06-30
10 filers$13.37M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $6.84M 51.18% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $1.74M 13.01% 2026-06-30
3 JANE STREET GROUP, LLC Custodian $1.73M 12.91% 2026-06-30
4 Walleye Capital LLC $1.40M 10.46% 2026-06-30
5 IMC-Chicago, LLC Custodian $1.06M 7.92% 2026-06-30
6 Point72 Asset Management, L.P. $466.20K 3.49% 2026-06-30
7 GROUP ONE TRADING LLC Custodian $63.00K 0.47% 2026-06-30
8 Lido Advisors, LLC $37.80K 0.28% 2026-06-30
9 SIMPLEX TRADING, LLC Custodian $25.20K 0.19% 2026-06-30
10 Walleye Trading LLC $12.60K 0.09% 2026-06-30
Insider Activity
Latest: 2026-08-11
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
2026-08-11 Patrick Hill PRESIDENT Sell (S) −17,201 $144.10 -$2.48M EDGAR
2026-07-10 Shannon Miller President Tax (F) −52 $129.70 -$6.7K EDGAR
2026-06-10 Jiten Kachhela President Award (A) +8,337 $119.96 $1.00M EDGAR
2026-06-05 Venkatesh Nathamuni Chief Financial Officer Tax (F) −1,803 $121.28 -$218.7K EDGAR
2026-05-22 Cheryl H.J. Lim Chief Human Resources Officer Award (A) +1,585 $113.61 $180.1K EDGAR
2026-05-18 ROBERT V PRAGADA Chair & CEO Buy (P) +3,601 $111.09 $400.0K EDGAR
2026-05-14 Manuel J Fernandez Director Buy (P) +253 $112.56 $28.5K EDGAR
2026-05-12 Manuel J Fernandez Director Buy (P) +403 $121.93 $49.1K EDGAR
2026-03-10 Shannon Miller President Sell (S) −1,440 $134.13 -$193.1K EDGAR
2026-02-02 Michael Collins Director Award (A) +1,468 $136.29 $200.1K EDGAR
2026-02-02 Diane M Bryant Director Award (A) +1,636 $136.29 $223.0K EDGAR
2026-02-02 JULIA A SLOAT Director Award (A) +1,468 $136.29 $200.1K EDGAR
2026-02-02 ROBERT A MCNAMARA Director Award (A) +1,468 $136.29 $200.1K EDGAR
2026-02-02 Louis V. Pinkham Director Award (A) +1,468 $136.29 $200.1K EDGAR
2026-02-02 Mary M. Jackson Director Award (A) +1,468 $136.29 $200.1K 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
35 insiders · @ $138.03
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 STEVEN J. DEMETRIOU EXECUTIVE CHAIR 566,334 $78.17M -$49.64M 39 2024-09-20
2 ROBERT V PRAGADA Chair & CEO 333,755 $46.07M -$2.49M 31 2026-05-18
3 Kevin C Berryman CHIEF FINANCIAL OFFICER 231,604 $31.97M -$11.72M 17 2024-05-02
4 JOHN W PROSSER JR Executive Vice President 135,005 $18.63M $0 1 2007-03-08
5 THOMAS R HAMMOND Executive Vice President 115,149 $15.89M -$3.72M 2 2007-02-26
6 Joanne Caruso Zaccaro Chief Legal & Admin Officer 80,346 $11.09M $0 29 2025-12-03
7 PETER J ROBERTSON Director 69,960 $9.66M $134.8K 11 2025-11-25
8 Patrick Hill PRESIDENT 67,356 $9.30M -$4.00M 12 2026-08-11
9 LINDA FAYNE LEVINSON Director 62,486 $8.62M -$503.3K 7 2021-01-29
10 DAVID PETRONE Director 47,500 $6.56M $0 1 2007-02-22
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: 2026-08-07
Last 30d: 0 filings  ·  Last 90d: 1 filing · $2.5M 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: Hill Patrick (1, $2.5M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-07 Hill Patrick Officer 17,201 $2.48M 2026-08-07 Fidelity Brokerage Services LLC — EDGAR
2026-03-06 Miller Shannon Officer 1,440 $193.1K 2026-03-06 Fidelity Brokerage Services LLC — EDGAR
2024-11-27 Dana Demetriou Officer 11,775 $1.66M 2024-11-27 Goldman Sachs & Co. LLC — EDGAR
2024-11-25 DEMETRIOU STEVEN J. Former Officer 46,433 $6.50M 2024-11-25 Fidelity Brokerage Services LLC — EDGAR
2024-11-22 Dana Demetriou Officer 11,775 $1.62M 2024-11-22 Goldman Sachs & Co. LLC — EDGAR
2024-11-21 Arnette Stephen A Former Officer 2,593 $351.9K 2024-11-21 Fidelity Brokerage Services LLC — EDGAR
2024-09-03 Berryman Kevin C Officer 5,125 $770.1K 2024-09-03 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2024-08-29 Thompson Christopher M.T. Director 1,898 $286.3K 2024-08-29 Fidelity Brokerage Services LLC — EDGAR
2024-08-29 Gustafson Shelette M Officer 4,167 $625.6K 2024-08-29 Fidelity Brokerage Services LLC — EDGAR
2024-08-29 EBERHART RALPH E Director 1,907 $286.3K 2024-08-29 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: 2026-05-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-05 0001628280-26-030521 EDGAR
2026-04-29 0001628280-26-028137 EDGAR
2026-03-17 0001193125-26-110913 EDGAR
2026-03-03 0001193125-26-088712 EDGAR
2026-02-26 0001193125-26-077417 EDGAR
2026-02-03 0001628280-26-004841 EDGAR
2026-02-03 0001628280-26-005001 EDGAR
2026-01-05 0001193125-26-001432 EDGAR
2025-11-20 0001628280-25-053313 EDGAR
2025-11-19 0001628280-25-053191 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2025-11-20 0001628280-25-053316 EDGAR
2024-11-25 0000052988-24-000065 EDGAR
2023-11-21 0000052988-23-000084 EDGAR
2022-11-21 0000052988-22-000111 EDGAR
2021-11-23 0000052988-21-000065 EDGAR
2020-11-24 0000052988-20-000070 EDGAR
2019-11-25 0000052988-19-000069 EDGAR
2018-11-21 0000052988-18-000036 EDGAR
2017-11-21 0001564590-17-024192 EDGAR
2016-11-22 0001564590-16-029571 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-05 0001628280-26-030528 EDGAR
2026-02-03 0001628280-26-005006 EDGAR
2025-08-05 0000052988-25-000051 EDGAR
2025-05-06 0000052988-25-000028 EDGAR
2025-02-04 0000052988-25-000016 EDGAR
2024-08-06 0000052988-24-000053 EDGAR
2024-05-07 0000052988-24-000032 EDGAR
2024-02-06 0000052988-24-000017 EDGAR
2023-08-08 0000052988-23-000053 EDGAR
2023-05-09 0000052988-23-000024 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 Ratio48.4
P/B Ratio5.1
P/S Ratio1.2
EV/EBITDA21.4
TTM Revenue$14.2B
TTM Net Income$0.3B
TTM EPS$2.85
ROE10.4%
Dividend Yield1.09%
Debt/Equity1.10