Zacks Investment ResearchT3·7d ago
KLC KinderCare Learning Companies, Inc.
XNYS
6.70
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups 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.
KLC
$6.70
—
Key stats
$6.70
After hours
$1.77
+0.00%
- 52-Week Range
- $1.62 – $6.27
- YTD
- +61.06%
- Straddle Price
- $10.80
- P/C Vol Ratio
- 1.10
- Market Cap
- $0.2B
- Open
- $1.76
- Day Range
- $1.69 – $1.77
- Volume
- 634,612
- Prev Close
- $1.76
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) | 5.12% |
| Beta vs SPY | 1.28 |
| Cost of Equity (CAPM) | 12.15% (VRP-adj) |
| WACC | 6.55% |
| Volatility Risk Premium | +204.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -3.9% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | -101.1% |
| Book / Price | 226.1% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 16.4% |
| FCF Margin (TTM) | 3.0% |
| Debt / Equity | 1.95 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $2.29 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $1.86 |
| Bollinger Width / SMA20 | 1301.4% (drives anchor stability) |
| Net Debt | $0.8B |
| Market Cap | $0B |
Peers used for multiples: AMZN, BKNG, HD, LOW, MCD, SBUX, TJX, TSLA
Blended Fair Value
$19.67
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $6.22 | 26% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 21.5× · 8 peers |
| Peer EV/EBITDA | $30.64 | 8% | median 15.9× · 8 peers |
| Peer P/B | $64.85 | 10% | median 16.3× · 4 peers |
| Peer P/S | $76.30 | 10% | median 3.3× · 8 peers |
| Market Anchor (SMA50) | $2.29 | 45% | stability 85% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- SERVICES-CHILD DAY CARE SERVICES (8351) · industry map
- Exchange
- XNYS
- Market Cap
- $0.2B
- Employees
- 43,700
- List Date
- 2024-10-09
- CIK
- 0001873529
- Next Earnings
- 2026-11-11 (After-Close)
- EPS Forecast
- ($0.01) (3 est.)
- Headquarters
- Lake Oswego, OR
- Homepage
- https://www.kindercare.com
KinderCare Learning Companies Inc is a private provider of early childhood education and child care services, serving children from six weeks to twelve years through a nationwide network of centers and programs. The company operates through three consumer-facing brands: KinderCare Learning Centers, Creme School, and Champions. KinderCare Learning Centers provide community-based early education and care, Creme School offers premium early education with enrichment-focused programs, and Champions delivers before- and after-school and summer programs for school-aged children.
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 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|
| Jan | -- | 18.92% | 12.26% | 15.59% |
| Feb | -- | -4.28% | -27.08% | -15.68% |
| Mar | -- | -38.58% | -37.14% | -37.86% |
| Apr | -- | 3.72% | 63.75% | 33.73% |
| May | -- | -1.52% | -7.69% | -4.61% |
| Jun | -- | -14.48% | 5.72% | -4.38% |
| Jul | -- | -4.19% | 9.30% | 2.56% |
| Aug | -- | -24.16% | -53.42% | -38.79% |
| Sep | -- | -5.01% | -25.60% | -15.30% |
| Oct | 11.60% | -11.94% | -4.32%* | -1.55% |
| Nov | -16.00% | -34.00% | -- | -25.00% |
| Dec | -20.82% | 8.00% | -- | -6.41% |
| Total | -25.77% | -73.54% | -70.20% | -56.50% |
* Only 3 year(s) of data available.
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: $1.84
SMA 50: $2.23
SMA 200: $3.55
Current: $1.77
EMA 12: $1.80
EMA 26: $1.99
MACD: -0.1911 | Signal: 0.0319
BEARISH
ADX (14): 52.66
STRONG TREND
+DI: 10.41
−DI: 31.28
Momentum Oscillators
RSI (14): 33.75
NEUTRAL
Stoch %K: 28.00
Stoch %D: 22.37
Williams %R: -61.33
Volume & Volatility
BB Upper: $2.04
BB Lower: $1.65
NEUTRAL
OBV: -39,235,924
Vol SMA 20: 750,701
Vol ROC: -2.95%
ATR: $0.12
True Range: $0.08
HV 20: 57.4%
HV 30: 52.7%
HV 60: 136.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-25T00:00:00 – 2026-10-23T00:00:00
AI Analysis
LLM Stock Analysis Report: KLC
Executive Summary
Overall assessment: BEARISH (Confidence level: 8/10)
Key drivers: Recent negative news headlines, high volatility, bearish momentum signals.
Primary risks: Regulatory issues, securities fraud lawsuits, and potential earnings misses.
Investment thesis: The stock is trading near a key support level, but the recent negative news flow and high volatility are likely to weigh on the price. A strong catalyst is needed to reverse this trend.
Recent news sentiment impact: Negative headlines have dominated the past week, with an overall negative sentiment score of 80%.
Technical Analysis
Trend Direction: Short-term (1-4 weeks) - Downtrend; Medium-term (1-3 months) - Bearish momentum; Long-term (3-12 months) - Neutral
Support/Resistance Levels: Key price levels to watch are $2.36 (lower Bollinger Band), $2.60 (SMA 20), and $2.84 (upper Bollinger Band).
Momentum Signals: RSI (14): Oversold at 27.12; MACD: Bearish momentum with a -0.51 histogram; Stochastic %K and %D are oversold.
Volume Analysis: Volume is increasing, but still below average levels. Institutional interest signals indicate a moderate level of buying pressure.
News & Sentiment Analysis
Recent Headlines Summary: Negative news headlines have dominated the past week, focusing on securities fraud lawsuits and regulatory issues.
Sentiment Assessment: Overall sentiment score: 80% negative (Strongly bearish).
Catalyst Identification: Upcoming earnings date and potential regulatory changes are key catalysts to watch.
Market Narrative: The recent news flow is likely to continue weighing on the stock, with a strong catalyst needed to reverse this trend.
Risk & Volatility Assessment
Beta Interpretation: Beta: 1.79 (High risk relative to market).
Volatility Regime: High volatility regime, with an IV rank of 33.7% and current IV at 150.5%.
Options Market Signals: Options market pricing a $0.45 move by expiration, indicating high expectations for volatility.
Downside Protection: Support levels to watch are $2.36 (lower Bollinger Band) and $2.60 (SMA 20).
Market Context & Positioning
Sector Performance: KLC is trading below its sector average, indicating relative weakness.
Institutional Activity: Moderate institutional interest signals indicate a mix of buying and selling pressure.
Correlation Analysis: The stock has a moderate correlation with the market, at 0.25.
Relative Valuation: KLC is trading near its historical lows, suggesting a potential long-term buy opportunity if the news flow improves.
Key Levels & Action Items
Critical Price Levels: Support levels to watch are $2.36 (lower Bollinger Band) and $2.60 (SMA 20).
Breakout/Breakdown Levels: A breakout above $2.84 (upper Bollinger Band) would indicate a potential reversal, while a breakdown below $2.36 (lower Bollinger Band) could trigger further selling pressure.
Time-Sensitive Catalysts: Upcoming earnings date and potential regulatory changes are key catalysts to watch.
Risk Management: Stop-loss levels should be set at $2.20 to limit potential losses, with position sizing considerations based on the high volatility regime.
This comprehensive analysis highlights the bearish momentum signals, negative news flow, and high volatility regime, suggesting a continued downtrend in the short term. However, if the news sentiment improves and the stock breaks above its SMA 20 or Bollinger Bands, it may present a long-term buying opportunity.
Generated
News
All KLC news →
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Showing 1–10 of 50
Page 1 of 5
Earnings History
4 of 8 under expected move
Avg Expected Move
21.35%
Avg Actual Move
23.01%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-11-20 | After-Close | 13.25% | 15.04% | 1.14x | Exceeded |
| 2025-03-20 | After-Close | 9.62% | 22.17% | 2.30x | Exceeded |
| 2025-05-13 | After-Close | 12.07% | 8.54% | 0.71x | Within |
| 2025-08-12 | After-Close | 13.51% | 22.32% | 1.65x | Exceeded |
| 2025-11-12 | After-Close | 32.50% | 19.20% | 0.59x | Within |
| 2026-03-12 | After-Close | 50.00% | 42.65% | 0.85x | Within |
| 2026-05-14 | After-Close | 21.74% | 8.01% | 0.37x | Within |
| 2026-08-13 | After-Close | 18.12% | 46.17% | 2.55x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
KLC Options Activity & IV Rank
Volatility Metrics
Current IV: —
7-DTE IV: —
Expected Move: $10.80
7-DTE Move: $10.80
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 10
Put Volume: 11
P/C Volume: 1.1
NEUTRAL
Call OI: 50
Put OI: 10
P/C OI: 0.2
Total OI: 60
ATM Options Pricing
ATM Call: $5.00
ATM Put: $5.80
Call %: 74.6%
Put %: 86.6%
Chain Summary
Chain Volume: 165
Chain OI: 4,686
Last Updated: 10/23/2026
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 49th 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
49%
vs own history
GEX tilt
+0.59
OI-weighted, today
Vanna tilt
+0.45
δ-sensitivity to IV
Charm tilt
-0.75
δ-decay vs time
Vanna tilt +0.45: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.75: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 5 ATM contracts, 9k 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
No data
30 DTE / 10d
—
—
pts
EXTREME
ATM 269.1% / 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)
Straddle Price (30 DTE)$10.80Oct 23
Beta Analysis
Risk Metrics
Beta: 1.6930
Alpha: -92.61%
Correlation: 0.2315
R-Squared: 5.4%
Stock Volatility: 93.2%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own KLC
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $7.5M | #1792 of 3716 | +18.1% | 13F | |
| Point72 Hedge fund Steve Cohen | $4.6M | #1007 of 1945 | +758.8% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $17K | #3790 of 4729 | new | 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
KLC Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 118,402,750 (as of 2026-04-04)
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.
8 filers$2.13M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $544.00K | 25.53% | 2026-06-30 |
| 2 | Simplex Trading, LLC Custodian | $314.93K | 14.78% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $279.65K | 13.12% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $232.05K | 10.89% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $221.43K | 10.39% | 2026-06-30 |
| 6 | Walleye Capital LLC | $212.93K | 9.99% | 2026-06-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $198.47K | 9.31% | 2026-06-30 |
| 8 | Point72 Asset Management, L.P. | $127.50K | 5.98% | 2026-06-30 |
5 filers$1.72M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Wolverine Trading, LLC Custodian | $1.25M | 72.48% | 2025-09-30 |
| 2 | Citadel Advisors LLC Custodian | $248.62K | 14.43% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $141.53K | 8.21% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $50.58K | 2.93% | 2026-06-30 |
| 5 | Walleye Capital LLC | $33.58K | 1.95% | 2026-06-30 |
KLC Insider Trading (Form 4)
Latest: 2026-09-16Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-16 | Anthony Michael Amandi | Chief Financial Officer | Tax (F) | −898 | $2.38 | -$2.1K | EDGAR |
| 2026-09-16 | Jessica Harrah | Chief People Officer | Tax (F) | −288 | $2.38 | -$685 | EDGAR |
| 2026-08-05 | David Michael Barse | Director | Award (A) | +23,397 | — | EDGAR | |
| 2026-06-24 | Jean S. Desravines | Director | Award (A) | +43,210 | — | EDGAR | |
| 2026-06-22 | Anthony Michael Amandi | Chief Financial Officer | Tax (F) | −898 | $4.13 | -$3.7K | EDGAR |
| 2026-06-22 | Jessica Harrah | Chief People Officer | Tax (F) | −288 | $4.13 | -$1.2K | EDGAR |
| 2026-06-10 | Alyssa Sue Waxenberg | Director | Award (A) | +37,038 | — | EDGAR | |
| 2026-06-10 | Christine Deputy | Director | Award (A) | +37,038 | — | EDGAR | |
| 2026-06-10 | Michael Nuzzo | Director | Award (A) | +37,038 | — | EDGAR | |
| 2026-03-23 | Michael Nuzzo | Director | Buy (P) | +25,000 | $2.22 | $55.5K | EDGAR |
| 2026-03-18 | Jessica Harrah | Chief People Officer | Award (A) | +61,111 | — | EDGAR | |
| 2026-03-18 | John T. Wyatt | Chief Executive Officer | Mixed | +966,340 | $2.02 | $998.7K | EDGAR |
| 2026-03-18 | Anthony Michael Amandi | Chief Financial Officer | Award (A) | +127,777 | — | EDGAR | |
| 2026-03-17 | Anthony Michael Amandi | Chief Financial Officer | Tax (F) | −3,518 | $1.95 | -$6.9K | EDGAR |
| 2026-03-17 | Jessica Harrah | Chief People Officer | Tax (F) | −1,151 | $1.95 | -$2.2K | 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.
KLC Insider Holdings
10 insiders · @ $1.77
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 | John T. Wyatt | Chief Executive Officer | 4,208,136 | $7.45M | $998.7K | 8 | 2026-03-18 |
| 2 | Paul Dana Thompson | Chief Executive Officer | 1,019,660 | $1.80M | $0 | 5 | 2025-11-25 |
| 3 | Anthony Michael Amandi | Chief Financial Officer | 467,534 | $827.5K | $0 | 10 | 2026-09-16 |
| 4 | Jessica Harrah | Chief People Officer | 155,067 | $274.5K | $0 | 10 | 2026-09-16 |
| 5 | Lindsay Curley Sorhondo | Chief Operating Officer | 139,478 | $246.9K | $0 | 2 | 2026-02-25 |
| 6 | Michael Nuzzo | Director | 83,943 | $148.6K | $55.5K | 4 | 2026-06-10 |
| 7 | Jean S. Desravines | Director | 69,513 | $123.0K | $0 | 3 | 2026-06-24 |
| 8 | Christine Deputy | Director | 58,943 | $104.3K | $0 | 3 | 2026-06-10 |
| 9 | Alyssa Sue Waxenberg | Director | 56,745 | $100.4K | $0 | 3 | 2026-06-10 |
| 10 | David Michael Barse | Director | 23,397 | $41.4K | $0 | 1 | 2026-08-05 |
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.
KLC Board & Officers
As of SEC filings through Oct 16, 2026Directors 6
- Alyssa Sue Waxenberg · since Oct 9, 2024
- Christine Deputy · since Oct 9, 2024
- Jean S. Desravines · since Oct 9, 2024
- John T. Wyatt · since Oct 9, 2024
- Michael Nuzzo · since Oct 9, 2024
- David Michael Barse · since Aug 3, 2026
Officers 4
- John T. Wyatt · Chief Executive Officer · listed since Feb 2026
- Anthony Michael Amandi · Chief Financial Officer · since Oct 9, 2024
- Lindsay Curley Sorhondo · Chief Operating Officer · since Nov 11, 2025
- Jessica Harrah · Chief People Officer · since Oct 9, 2024
Changes in the last 10 years (16)
| Aug 3, 2026 | David Michael Barse became a director |
| Feb 25, 2026 | John T. Wyatt first listed as Chief Executive Officer in an SEC filing |
| Nov 11, 2025 | Lindsay Curley Sorhondo became Chief Operating Officer |
| Jun 5, 2025 | The company announced the departure of Preston Grasty from the board in an SEC filing |
| Oct 9, 2024 | Preston Grasty became a director |
| Oct 9, 2024 | Paul Dana Thompson became Chief Executive Officer |
| Oct 9, 2024 | Partners Group Holding AG became a 10% owner |
| Oct 9, 2024 | Michael Nuzzo became a director |
| Oct 9, 2024 | John T. Wyatt became a director |
| Oct 9, 2024 | Joel Todd Schwartz became a director |
| Oct 9, 2024 | Jessica Harrah became Chief People Officer |
| Oct 9, 2024 | Jean S. Desravines became a director |
| Oct 9, 2024 | Christine Deputy became a director |
| Oct 9, 2024 | Benjamin Harvey Russell Jr became a director |
| Oct 9, 2024 | Anthony Michael Amandi became Chief Financial Officer |
| Oct 9, 2024 | Alyssa Sue Waxenberg became a director |
Not reported recently (4)
- Paul Dana Thompson · Last reported as Chief Executive Officer in an SEC filing dated Nov 25, 2025
- Benjamin Harvey Russell Jr · Last reported as a director in an SEC filing dated Oct 9, 2024
- Joel Todd Schwartz · Last reported as a director in an SEC filing dated Oct 9, 2024
- Partners Group Holding AG · Last reported as a 10% owner in an SEC filing dated Oct 9, 2024
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.
ETF Holders
23 ETFs hold KLC
23 shown · $6.69M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $1.7M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $1.4M | $74.2B | 2026-10-21 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $684,458 | — | 2026-09-30 |
| 4 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.00% | $577,605 | — | 2026-05-31 |
| 5 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.02% | $540,382 | — | 2026-07-31 |
| 6 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.00% | $440,909 | $13.9B | 2026-10-21 |
| 7 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.00% | $333,892 | — | 2026-09-30 |
| 8 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.00% | $273,327 | $6.6B | 2026-10-21 |
| 9 | VCR Vanguard Consumer Discretionary ETF | Vanguard | 0.00% | $211,906 | — | 2026-09-30 |
| 10 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.00% | $205,475 | — | 2026-10-21 |
| 11 | SCHB Schwab U.S. Broad Market ETF | Nport | 0.00% | $117,642 | — | 2026-05-31 |
| 12 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.00% | $55,358 | $3.1B | 2026-10-21 |
| 13 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.00% | $52,809 | — | 2026-09-30 |
| 14 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $40,625 | — | 2026-10-21 |
| 15 | RSSL Global X Russell 2000 ETF | Global X | 0.00% | $26,625 | — | 2026-10-22 |
| 16 | IWV iShares Russell 3000 ETF | iShares (BlackRock) | 0.00% | $14,764 | $20.4B | 2026-10-21 |
| 17 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $4,168 | — | 2026-09-30 |
| 18 | MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF | Nport | 0.00% | $3,802 | — | 2026-05-31 |
| 19 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.00% | $3,120 | — | 2026-10-22 |
| 20 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $2,383 | — | 2026-10-22 |
| 21 | UWM ProShares Ultra Russell2000 | ProShares | 0.00% | $1,582 | — | 2026-10-22 |
| 22 | HDG ProShares Hedge Replication ETF | ProShares | 0.00% | $65 | — | 2026-10-22 |
| 23 | RB ProShares Russell 2000 Dynamic Buffer ETF | ProShares | 0.00% | $21 | — | 2026-10-22 |
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
$-3.57
TTM Revenue
$2.74B
TTM Net Income
$-423.87M
TTM Op. Cash Flow
$171.15M
Quarterly figures (6 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-04-04 | $672.52M | $-289.83M | $-2.45 | $31.06M |
| Q4 '25 | 2026-01-03 | $688.14M | $-177.18M | $-1.49 | $4.25M |
| Q3 '25 | 2025-09-27 | $676.83M | $4.55M | $0.04 | $100.79M |
| Q2 '25 | 2025-06-28 | $700.11M | $38.59M | $0.33 | $35.05M |
| Q1 '25 | 2025-03-29 | $668.24M | $21.16M | $0.18 | $98.44M |
| Q4 '24 | 2024-12-28 | $646.96M | $-133.58M | $-1.41 | $-40.85M |
Q1 2026 • period ending 2026-04-04 • filed 2026-05-14
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
0.44
P/S
0.08
EV/EBITDA
3.57
EV/Sales
0.36
ROE
-90.0%
ROA
-12.3%
Div Yield
0.00%
FCF Yield
81.67%
Debt/Equity
1.95
Current Ratio
—
Market Cap
$209.57M
as of 2026-10-23
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
3.37M
SI % of Float
11.11%
Days to Cover
5.25
Short Vol Ratio
48.8%
Free Float
30.29M
Float %
25.6%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-04-09