JBGS JBG SMITH Properties Common Shares

XNYS 11.94 Delayed
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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.

JBGS $11.94 —
Key stats
$11.94
52-Week Range
$9.93 – $20.18
YTD
-28.53%
IV Rank (30D)
59.16
Straddle Price
$2.92
Market Cap
$0.7B
Open
$12.05
Day Range
$11.88 – $12.12
Volume
34,632
Prev Close
$12.01
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)4.99%
Beta vs SPY0.82
Cost of Equity (CAPM)9.10% (VRP-adj)
WACC6.02%
Volatility Risk Premium+95.2pp (IV − HV30)
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+4.2%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.04 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.0B
Return on Equity (TTM)-14.4%
Book / Price151.5% — banking bias active (P/B is primary)
Gross Margin (TTM)71.3%
FCF Margin (TTM)-8.3%
Debt / Equity2.35
Quality Score2/6 — normal (10y DCF)
SMA 50$11.29 (Market Anchor value)
SMA 20 / Bollinger Mid$11.13
Bollinger Width / SMA20115.8% (drives anchor stability)
Net Debt$2.5B
Market Cap$1B
Peers used for multiples: DLR, O, PLD, VTR, WELL (filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$42.23
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) $18.45 43%
Peer P/E n/a 0% median 88.0× · 5 peers
Peer EV/EBITDA $43.70 16% median 25.8× · 5 peers
Peer P/B $44.21 21% median 2.4× · 5 peers
Peer P/S $87.90 21% median 9.8× · 5 peers
Market Anchor (SMA50) $11.29 0% stability 0% (BB-width)
Options Expected (B-L 30d) $11.92 0% 5 strikes · skew -0.24
As of 2026-10-30 · updated
About
Industry (SIC)
REAL ESTATE INVESTMENT TRUSTS (6798) · industry map
Exchange
XNYS
Market Cap
$0.7B
Employees
596
List Date
2017-07-06
CIK
0001689796
Headquarters
Bethesda, MD
Homepage
https://www.jbgsmith.com

JBG SMITH Properties is a real estate investment trust based in the United States. It owns, operates, invests in, and develops real estate assets concentrated in amenity-rich, metro-served submarkets in and around Washington, DC. In addition, the company also provides fee-based real estate services to legacy funds through its third-party real estate services business. The operating segments of the company are commercial, multifamily, and third-party real estate services. It generates maximum revenue from the commercial segment.

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
'21'22'23'24'25'26Avg
Jan-0.99%-6.68%6.34%-7.03%0.45%0.84%-1.18%
Feb4.24%-2.91%-13.71%2.98%0.72%-7.48%-2.69%
Mar-0.41%10.22%-11.67%-5.37%7.04%-2.66%-0.47%
Apr0.49%-10.80%-5.25%-3.10%-12.30%3.81%-4.53%
May0.44%-0.77%-0.77%-0.48%17.85%-0.27%2.67%
Jun-6.16%-7.48%6.74%5.98%-1.59%1.95%-0.09%
Jul3.10%4.99%6.02%8.28%24.37%-8.05%6.45%
Aug-6.57%-12.96%-4.85%7.61%2.53%-15.32%-4.93%
Sep-3.49%-14.34%-9.51%1.04%4.41%-14.70%-6.10%
Oct-4.22%4.63%-8.46%-3.46%-11.61%14.85%*-1.38%
Nov-5.41%6.02%4.89%1.85%-3.85%--0.70%
Dec5.75%-7.41%13.32%-8.24%-5.81%---0.48%
Total-13.29%-34.25%-19.21%-1.64%17.39%-26.88%-12.98%
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: $11.19
SMA 50: $11.28
SMA 200: $13.95
Current: $11.90
EMA 12: $11.45
EMA 26: $11.28
MACD: 0.1741 | Signal: 0.1312
BULLISH
ADX (14): 19.37
RANGE
+DI: 25.32
−DI: 13.72

Momentum Oscillators

RSI (14): 62.58
NEUTRAL
Stoch %K: 86.05
Stoch %D: 82.93
Williams %R: -15.38

Volume & Volatility

BB Upper: $11.94
BB Lower: $10.45
NEUTRAL
OBV: -7,185,760
Vol SMA 20: 903,688
Vol ROC: -93.71%
ATR: $0.37
True Range: $0.24
HV 20: 34.0%
HV 30: 35.0%
HV 60: 36.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-31T00:00:00 – 2026-10-29T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

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

Key Drivers: Recent oversold RSI reading, bearish MACD signal, and low volatility

Primary Risks: Bearish news sentiment, negative earnings surprise potential, and limited institutional interest

Investment Thesis: JBGS presents a balanced risk-reward profile, with a mix of technical and fundamental signals that could lead to a bounce or continued consolidation. The stock's low beta and historical volatility suggest a relatively stable environment.

Recent News Sentiment Impact: Negative news sentiment from the Benzinga ratings update (Sentiment: NEGATIVE) has contributed to the current bearish trend, while neutral headlines from other sources have not significantly impacted the stock's price movement.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): BEARISH, Medium-term (1-3 months): NEUTRAL, Long-term (3-12 months): BULLISH

Support/Resistance Levels:

  • Lower band: $10.73
  • Middle line: $13.35
  • Upper band: $15.98

Momentum Signals:

  • RSI interpretation: Oversold (29.80) with potential for a bounce
  • MACD signal: Bearish (-0.82 / Signal: -0.21 / Histogram: -0.61)
  • Bollinger Bands position: Neutral squeeze

Volume Analysis: Low volume (793707.70), decreasing OBV (-4345474.49), and low rate of change (-22.07%) suggest limited institutional interest.

News & Sentiment Analysis

Recent Headlines Summary: Neutral headlines from The Motley Fool and MarketWatch have not significantly impacted the stock's price movement, while negative news from Benzinga has contributed to the bearish trend.

Sentiment Assessment: Mixed sentiment with a slight bias towards negativity due to recent bearish news and MACD signal.

Catalyst Identification: No near-term catalysts identified; potential for a bounce or continued consolidation.

Market Narrative: The stock's price movement is influenced by both technical and fundamental factors, with the current trend driven by bearish momentum and oversold conditions.

Risk & Volatility Assessment

Beta Interpretation: Low volatility (0.25) relative to market; stock moves less than market.

Volatility Regime: Low historical volatility (HV20 71.8%, HV30 60.3%, HV60 48.7%) and low current volatility (ATR: $0.57, True Range: $0.41).

Options Market Signals: IV Rank: Medium (56.3%), Current IV: 161.0% (High), expected move: $1.38 (35 DTE), Put/Call Volume Ratio: 0.04 (Bullish sentiment).

Downside Protection: Support levels at the lower band ($10.73) and middle line ($13.35); risk management considerations include a stop-loss level around the current price.

Market Context & Positioning

Sector Performance: JBGS is outperforming its REIT sector peers (Relative strength: 0.8).

Institutional Activity: Low volume and OBV suggest limited institutional interest; potential for increased activity with positive news or earnings surprise.

Correlation Analysis: Stock moves less than market (R-squared interpretation); low correlation to the broader market.

Relative Valuation: JBGS is trading within its historical range, with a relatively fair valuation considering its fundamentals and technical signals.

Key Levels & Action Items

Critical Price Levels:

  • Support: $10.73
  • Middle line: $13.35
  • Resistance: $15.98

Breakout/Breakdown Levels: None identified; potential for a bounce or continued consolidation.

Time-Sensitive Catalysts: No near-term catalysts identified; potential for earnings surprise or positive news in the future.

Risk Management: Consider setting a stop-loss level around the current price and adjusting position size based on risk tolerance.

Generated
News
All JBGS news →
Showing 1–10 of 15
Page 1 of 2
Earnings History
14 of 16 under expected move
Avg Expected Move
10.14%
Avg Actual Move
3.85%
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
2022-02-22 After-Close 1.09% 5.83% 5.35x Exceeded
2022-05-03 After-Close 1.32% 0.83% 0.63x Within
2023-02-21 After-Close 10.71% 0.33% 0.03x Within
2023-05-09 After-Close 12.39% 5.22% 0.42x Within
2023-08-08 After-Close 9.09% 8.49% 0.93x Within
2023-11-07 After-Close 14.35% 1.02% 0.07x Within
2024-02-20 After-Close 10.28% 2.93% 0.29x Within
2024-04-30 After-Close 7.53% 3.60% 0.48x Within
2024-07-30 After-Close 12.41% 4.55% 0.37x Within
2024-10-29 After-Close 9.77% 1.62% 0.17x Within
2025-02-18 After-Close 7.19% 2.47% 0.34x Within
2025-04-29 After-Close 14.25% 1.62% 0.11x Within
2025-07-29 After-Close 10.91% 11.64% 1.07x Exceeded
2025-10-28 After-Close 15.11% 5.71% 0.38x Within
2026-02-17 After-Close 12.67% 1.31% 0.10x Within
2026-05-05 After-Close 13.21% 4.36% 0.33x Within

Earnings calendar: this week’s reports with expected vs actual moves →

JBGS Options Activity & IV Rank

JBGS IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 86.4%
7-DTE IV: 86.4%
Expected Move: $2.92
7-DTE Move: $2.92
Days to Exp: 21 (2026-11-20)

Options Flow

Call Volume: 0
Put Volume: 2
P/C Volume: —
Call OI: 0
Put OI: 300
P/C OI: —
Total OI: 300

ATM Options Pricing

ATM Call: $1.20
ATM Put: $1.73
Call %: 10.1%
Put %: 14.5%

Chain Summary

Chain Volume: 207
Chain OI: 630
Last Updated: 10/30/2026
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.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 31st 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
31%
vs own history
GEX tilt
-0.65
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.

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.

· 3 ATM contracts, 0k total OI
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
No data
30 DTE / 10d —
— pts EXTREME
No data

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)22.1LowOct 30
IV Rank (30 DTE)59.2MediumOct 30
Straddle Price (30 DTE)$2.92Oct 30
Beta Analysis

Risk Metrics

Beta: 0.1604
Alpha: -45.15%
Correlation: 0.0606
R-Squared: 0.4%
Stock Volatility: 33.7%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own JBGS
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$11.8M
0.01%
#1456 of 6285+113.1%13F
Rockefeller Capital Management Family office
Rockefeller family
$2.1M
0.00%
#1357 of 4729-1.6%13F
Point72 Hedge fund
Steve Cohen
$1.2M
0.00%
#1425 of 1945-41.5%13F
Renaissance Technologies Hedge fund
Jim Simons
$772K
0.00%
#2433 of 3138+171.1%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

JBGS Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 59,248,250 (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.

219 filers66,790,412 shares$999.02M value112.73% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 11,191,898 $164.19M 16.43% 18.89% 2026-06-30
2 Vanguard Group Inc Custodian 9,328,944 $158.69M 15.88% 15.75% 2025-12-31
3 Vanguard Portfolio Management LLC 6,162,153 $90.40M 9.05% 10.40% 2026-06-30
4 Long Pond Capital, LP 4,024,019 $59.03M 5.91% 6.79% 2026-06-30
5 Morgan Stanley Custodian 3,941,026 $57.81M 5.79% 6.65% 2026-06-30
6 State Street Corp 3,624,399 $53.17M 5.32% 6.12% 2026-06-30
7 Citigroup Inc. Custodian 2,896,089 $42.49M 4.25% 4.89% 2026-06-30
8 Vanguard Capital Management LLC 2,605,133 $38.22M 3.83% 4.40% 2026-06-30
9 Geode Capital Management, LLC Custodian 1,764,201 $25.89M 2.59% 2.98% 2026-06-30
10 PRIVATE MANAGEMENT GROUP INC 1,677,809 $24.61M 2.46% 2.83% 2026-06-30
11 Charles Schwab Investment Management, Inc. 1,455,238 $21.35M 2.14% 2.46% 2026-06-30
12 Allianz Asset Management GmbH 1,231,667 $18.07M 1.81% 2.08% 2026-06-30
13 Goldman Sachs Group Inc Custodian 986,023 $14.46M 1.45% 1.66% 2026-06-30
14 T. Rowe Price Investment Management, Inc. 973,139 $14.28M 1.43% 1.64% 2026-06-30
15 Dimensional Fund Advisors LP Custodian 861,906 $12.64M 1.27% 1.45% 2026-06-30
16 Northern Trust Corp Custodian 856,634 $12.57M 1.26% 1.45% 2026-06-30
17 Citadel Advisors LLC Custodian 803,589 $11.79M 1.18% 1.36% 2026-06-30
18 BESSEMER GROUP INC Custodian 563,469 $8.27M 0.83% 0.95% 2026-06-30
19 UBS Group AG Custodian 514,039 $7.54M 0.75% 0.87% 2026-06-30
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 499,722 $7.33M 0.73% 0.84% 2026-06-30
21 Wells Fargo & Company Custodian 497,019 $7.29M 0.73% 0.84% 2026-06-30
22 Loews Corp 496,520 $7.28M 0.73% 0.84% 2026-06-30
23 Bank of New York Mellon Corp Custodian 455,801 $6.69M 0.67% 0.77% 2026-06-30
24 Vanguard Fiduciary Trust Co 391,090 $5.74M 0.57% 0.66% 2026-06-30
25 Marnell Management LLC 381,619 $5.60M 0.56% 0.64% 2026-06-30
# Filer Notional Value % of Total Period
1 filers$758.10K notional
# Filer Notional Value % of Total Period
1 Wolverine Trading, LLC Custodian $758.10K 100.00% 2025-09-30

JBGS Insider Trading (Form 4)

Latest: 2026-06-09
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
2026-06-09 Steven A Museles Chief Legal Off. & Corp. Secy Sell (S) −20,010 $15.01 -$300.3K EDGAR
2026-05-01 Scott A Estes Director Grant (A) +18,875 RSU — EDGAR
2026-05-01 Carol A Melton Director Grant (A) +17,197 RSU — EDGAR
2026-05-01 Alisa Michelle Mall Director Grant (A) +17,197 RSU — EDGAR
2026-05-01 Phyllis R Caldwell Director Grant (A) +15,435 RSU — EDGAR
2026-05-01 William J Mulrow Director Grant (A) +18,036 RSU — EDGAR
2026-05-01 Robert Alexander Stewart Director Grant (A) +16,778 RSU — EDGAR
2026-05-01 D Ellen Shuman Director Grant (A) +18,036 RSU — EDGAR
2026-05-01 Alan S Forman Director Grant (A) +18,036 RSU — EDGAR
2026-05-01 Michael J Glosserman Director Grant (A) +17,617 RSU — EDGAR
2026-02-18 Angela Valdes Chief Accounting Officer Grant (A) +5,067 RSU — EDGAR
2026-02-18 Steven A Museles Chief Legal Off. & Corp. Secy Conv (C) +20,010 — EDGAR
2026-01-06 George Laucks Xanders Chief Investment Officer Grant (A) +392,329 RSU — EDGAR
2026-01-06 Madhumita Moina Banerjee Chief Financial Officer Grant (A) +329,622 RSU — EDGAR
2026-01-06 Angela Valdes Chief Accounting Officer Grant (A) +17,277 RSU — 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.

JBGS Insider Holdings

8 insiders · @ $11.90
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 Robert Alexander Stewart Director 220,548 $2.62M -$3.78M 21 2026-05-01
2 William Matthew Kelly Chief Executive Officer 52,295 $622.3K $0 23 2026-01-06
3 Scott A Estes Director 20,000 $238.0K $885.0K 15 2026-05-01
4 Michael J Glosserman Director 15,660 $186.4K -$7.92M 17 2026-05-01
5 Steven A Museles Chief Legal Off. & Corp. Secy 12,032 $143.2K -$1.98M 25 2026-06-09
6 Alan S Forman Director 4,000 $47.6K $121.6K 11 2026-05-01
7 George Laucks Xanders Chief Investment Officer 4,000 $47.6K -$435.8K 16 2026-01-06
8 Carol A Melton Director 2,500 $29.8K $84.8K 11 2026-05-01
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.

JBGS Board & Officers

As of SEC filings through Jun 9, 2026

Directors 8

Officers 6

Changes in the last 10 years (43)
May 1, 2026Robert Alexander Stewart reported in an SEC filing no longer being a director
May 1, 2026Carol A Melton reported in an SEC filing no longer being a director
Feb 14, 2024Evan Regan-Levine became Chief Strategy Officer
Feb 14, 2024David Ritchey became Chief Commercial Officer
May 5, 2023Charles E Haldeman reported in an SEC filing no longer being a director
Mar 1, 2021Phyllis R Caldwell became a director
Jan 5, 2021Madhumita Moina Banerjee listed as Chief Financial Officer (previously EVP, Head of Capital Markets) in SEC filings
Jan 1, 2021George Laucks Xanders became Chief Investment Officer
Jan 1, 2021Angela Valdes became Chief Accounting Officer
Aug 25, 2020Robert Alexander Stewart no longer listed as Executive Vice Chairman in SEC filings
Apr 30, 2020Alisa Michelle Mall became a director
Dec 30, 2018Madhumita Moina Banerjee became EVP, Head of Capital Markets
Dec 12, 2018University Yale reported in an SEC filing no longer being a director
May 7, 2018Mitchell N Schear no longer listed as VP and Secretary in SEC filings
May 7, 2018Mitchell N Schear first listed as a director in an SEC filing
Jul 20, 2017Stephen W. Theriot no longer listed as a director in SEC filings
Jul 19, 2017Vornado Realty Trust reported in an SEC filing no longer being a 10% owner
Jul 19, 2017Steven Roth no longer listed as President in SEC filings
Jul 19, 2017Steven Roth first listed as a director in an SEC filing
Jul 18, 2017William Matthew Kelly became a director
Not reported recently (10)
  • Kevin Reynolds · Last reported as Chief Development Officer in an SEC filing dated Aug 29, 2024
  • David Ritchey · Last reported as Chief Commercial Officer in an SEC filing dated Feb 23, 2024
  • David Peter Paul · Last reported as Pres. & Chief Operating Off. in an SEC filing dated Dec 13, 2022
  • Steven Roth · Last reported as a director in an SEC filing dated May 3, 2021
  • Stephen W. Theriot · Last reported as CFO and Treasurer in an SEC filing dated Jun 3, 2020
  • Mitchell N Schear · Last reported as a director in an SEC filing dated May 4, 2020
  • John F Wood · Last reported as a director in an SEC filing dated May 4, 2020
  • James Lee Iker · Last reported as Chief Investment Officer in an SEC filing dated Jan 14, 2019
  • Brian Patrick Coulter · Last reported as Co-Chief Development Officer in an SEC filing dated Jan 14, 2019
  • Patrick J Tyrrell · Last reported as Chief Administrative Officer in an SEC filing dated Aug 2, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

JBGS Proposed Insider Sales (Form 144)

Latest: 2026-06-08
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
2026-06-08 MUSELES STEVEN A Officer 20,010 $300.3K 2026-06-08 Fidelity Brokerage Services LLC — EDGAR
2025-10-31 MUSELES STEVEN A Officer 16,253 $318.2K 2025-10-31 Fidelity Brokerage Services LLC — EDGAR
2025-10-30 MUSELES STEVEN A Officer 15,003 $291.2K 2025-10-30 Fidelity Brokerage Services LLC — EDGAR
2025-09-12 Xanders George Laucks Officer 4,000 $93.8K 2025-09-12 Fidelity Brokerage Services LLC — EDGAR
2025-09-10 STEVEN MUSELES Officer 1,294 $30.3K 2025-09-10 Morgan Stanley Smith Barney LLC … — EDGAR
2025-09-09 Valdes Angela Officer 4,775 $110.0K 2025-09-09 Fidelity Brokerage Services LLC — EDGAR
2025-09-02 MUSELES STEVEN A Officer 4,622 $97.8K 2025-09-02 Fidelity Brokerage Services LLC — EDGAR
2025-08-19 Banerjee Madhumita Moina Officer 24,524 $504.6K 2025-08-19 Fidelity Brokerage Services LLC — EDGAR
2025-07-31 Valdes Angela Officer 10,098 $217.4K 2025-07-31 Fidelity Brokerage Services LLC — EDGAR
2025-07-31 Xanders George Laucks Officer 8,350 $185.9K 2025-07-31 Charles Schwab Corp. — 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).
ETF Holders
69 ETFs hold JBGS
25 shown · $177.76M total exposure · 0.04% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJR iShares Core S&P Small-Cap ETF iShares (BlackRock) 0.04% $40.5M $106.5B 2026-10-28
2 VNQ Vanguard Real Estate ETF Vanguard 0.03% $22.2M — 2026-09-30
3 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $18.8M — 2026-09-30
4 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.02% $17.3M $77.1B 2026-10-28
5 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.08% $6.7M — 2026-05-31
6 VXF Vanguard Extended Market ETF Vanguard 0.01% $6.7M — 2026-09-30
7 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.00% $6.6M — 2026-09-30
8 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.05% $6.4M $14.2B 2026-10-28
9 SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF SPDR (State Street) 0.04% $6.2M $16.0B 2026-10-28
10 SCHH Schwab U.S. REIT ETF Nport 0.06% $6.1M — 2026-05-31
11 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.01% $4.3M — 2026-09-30
12 DFAR Dimensional US Real Estate ETF Dimensional 0.05% $4.3M — 2026-10-28
13 SCHA Schwab U.S. Small-Cap ETF Nport 0.02% $4.1M — 2026-05-31
14 IJT iShares S&P Small-Cap 600 Growth ETF iShares (BlackRock) 0.05% $3.7M $7.6B 2026-10-28
15 SMLF iShares U.S. Small-Cap Equity Factor ETF iShares (BlackRock) 0.08% $3.5M $4.3B 2026-10-28
16 VTWO Vanguard Russell 2000 ETF Vanguard 0.02% $3.5M — 2026-09-30
17 USRT iShares Core U.S. REIT ETF iShares (BlackRock) 0.06% $2.5M $4.3B 2026-10-28
18 SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF SPDR (State Street) 0.05% $2.3M $4.7B 2026-10-28
19 IJS iShares S&P Small-Cap 600 Value ETF iShares (BlackRock) 0.03% $2.3M $7.8B 2026-10-28
20 VIOO Vanguard S&P Small-Cap 600 ETF Vanguard 0.03% $2.1M — 2026-09-30
21 BBRE JPMorgan BetaBuilders MSCI US REIT ETF JPMorgan 0.15% $2.0M $1.3B 2026-10-29
22 XSLV Invesco S&P SmallCap Low Volatility ETF Invesco 0.76% $1.8M — 2026-10-28
23 SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF SPDR (State Street) 0.03% $1.4M $4.8B 2026-10-28
24 ESML iShares ESG Aware MSCI USA Small-Cap ETF iShares (BlackRock) 0.05% $1.4M $2.8B 2026-10-28
25 DFGR Dimensional Global Real Estate ETF Dimensional 0.03% $1.3M $3.9B 2026-10-28
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
—
TTM Diluted EPS
$-2.63
TTM Revenue
$507.57M
TTM Net Income
$-153.74M
TTM Op. Cash Flow
$60.75M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$123.63M$-59.16M$-1.03$15.84M
Q1 '262026-03-31$123.06M$-18.70M$-0.32$3.41M
Q4 '252025-12-31$142.18M$-47.34M$-0.74$32.63M
Q3 '252025-09-30$118.69M$-28.55M$-0.48$8.87M
Q2 '252025-06-30$121.31M$-19.24M$-0.29$18.82M
Q1 '252025-03-31$116.41M$-45.72M$-0.56$12.94M
Q4 '242024-12-31$146.47M$-62.36M$-0.70$42.20M
Q3 '242024-09-30$130.41M$-26.98M$-0.32$26.38M
Q2 '242024-06-30$129.93M$-24.37M$-0.27$23.77M
Q1 '242024-03-31$140.50M$-32.28M$-0.36$37.04M
Q4 '232023-12-31$140.70M$-34.65M$-0.33$68.48M
Q3 '232023-09-30$144.24M$-58.01M$-0.58$25.46M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-10
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
—
P/B
0.65
P/S
1.39
EV/EBITDA
16.87
EV/Sales
6.23
ROE
-14.3%
ROA
-3.6%
Div Yield
6.19%
FCF Yield
8.61%
Debt/Equity
2.35
Current Ratio
—
Market Cap
$705.65M
as of 2026-10-30
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
13.19M
SI % of Float
22.64%
Days to Cover
9.52
Short Vol Ratio
64.8%
Free Float
58.27M
Float %
99.5%
Short interest 2026-09-30 • Short volume 2026-10-29 • Float 2026-08-14