CarMax Inc.(KMX)

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

KMX iron condor setups KMX expected move KMX IV rank history

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.

Snapshot
$51.35
52-Week Range
$30.26 – $71.99
YTD
+30.70%
IV Rank (30D)
36.56
Straddle Price
$8.00
P/C Vol Ratio
1.19
Market Cap
$7.3B
Fair Value
-5.9% vs price
Confidence: 34% Alpha Score: 0.04

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 ≥ 0.5% and dividend payments are stable.
  • 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)4.53%
Beta vs SPY1.00
Cost of Equity (CAPM)10.03% (VRP-adj)
WACC5.68%
Volatility Risk Premium+50.4pp (IV − HV30), ERP adj +50bps
Effective Tax Rate35.5%
Rev. Growth (YoY, DCF input)-10.0%
DCF Horizon5 years explicit + fade
Free Cash Flow (TTM)$1.2B
Return on Equity (TTM)4.2%
Book / Price76.7% — banking bias active (P/B is primary)
Gross Margin (TTM)10.8%
FCF Margin (TTM)4.8%
Debt / Equity2.93
Quality Score0/6 — cyclical/struggling (5y DCF)
Market-Implied Growth-7.5% (reverse-DCF on current price)
SMA 50$41.49 (Market Anchor value)
SMA 20 / Bollinger Mid$43.05
Bollinger Width / SMA2096.9% (drives anchor stability)
Net Debt$17.1B
Market Cap$8B
Peers used for multiples: AAP, ABG, BOOT, CZR, GPI, SIG, URBN (filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$48.22
Current Price
$51.26
Deviation
-5.9%
Forward-Return Rank SHORT gated
?
Horizon Expected α z Pred Blended z Rank % Active?
21d -1.4% +0.45 -0.43 90.5% —
42d -4.4% +0.01 -0.43 90.5% —
63d -4.9% -0.03 -0.43 90.5% —
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon). For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference. ⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
MethodImplied PriceWeightDetail
DCF $32.01 50%
DDM (Gordon) n/a 0%
Peer P/E $21.02 12% median 12.6× · 6 peers
Peer EV/EBITDA n/a 0% median 8.1× · 7 peers
Peer P/B $69.59 19% median 1.8× · 7 peers
Peer P/S $85.15 19% median 0.5× · 7 peers
Market Anchor (SMA50) $41.49 0% stability 0% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
Industry (SIC)
RETAIL-AUTO DEALERS & GASOLINE STATIONS (5500)
Exchange
XNYS
Market Cap
$7.3B

CarMax sells, finances, and services used and new cars through a chain of over about 260 retail stores. It was formed in 1993 as a unit of Circuit City and spun off into an independent company in late 2002. Used-vehicle sales were 80% of fiscal 2026 revenue and wholesale about 17%, with the remaining portion composed of extended service plans and repair. In fiscal 2026, the company retailed and wholesaled 780,684 and 538,203 used vehicles, respectively. CarMax is the largest used-vehicle retailer in the US, but still estimates that it had only about 3.6% US market share of vehicles zero to 10 …

Price History
Seasonality
MonthAvg ReturnYears of Data
Jan +2.25% 23
Feb +0.42% 23
Mar -1.06% 23
Apr +0.70% 23
May -0.94% 23
Jun +3.14% 23
Jul +2.59% 22
Aug +0.10% 22
Sep -1.21% 23
Oct +0.58% 23
Nov +3.48% 23
Dec +0.88% 23
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: $43.71
SMA 50: $41.71
SMA 200: $43.69
Current: $51.26
EMA 12: $47.13
EMA 26: $44.34
MACD: 2.7828 | Signal: 0.8452
BULLISH
ADX (14): 32.45
TREND
+DI: 35.56
−DI: 8.69
Momentum Oscillators
RSI (14): 77.20
OVERBOUGHT
Stoch %K: 95.29
Stoch %D: 93.19
Williams %R: -6.80
Volume & Volatility
BB Upper: $53.06
BB Lower: $34.36
NEUTRAL
OBV: -49,822,997
Vol SMA 20: 3,151,684
Vol ROC: -15.88%
ATR: $2.05
True Range: $1.47
HV 20: 39.0%
HV 30: 44.3%
HV 60: 54.0%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:38.978000
Date Range: 2024-06-14T00:00:00 – 2026-06-12T00:00:00
AI Analysis

Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
Earnings History
5 of 8 under expected move
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
2024-06-21 Pre-Market 11.15% 0.32% 0.03x Within
2024-09-26 Pre-Market 12.33% 4.56% 0.37x Within
2024-12-19 Pre-Market 8.85% 4.60% 0.52x Within
2025-04-10 Pre-Market 10.06% 16.36% 1.63x Exceeded
2025-06-20 Pre-Market 9.46% 5.49% 0.58x Within
2025-09-25 Pre-Market 12.60% 20.87% 1.66x Exceeded
2025-12-18 Pre-Market 9.66% 5.25% 0.54x Within
2026-04-14 Pre-Market 10.85% 14.87% 1.37x Exceeded
Options Activity
IV Rank (30D)
36.56
IV Rank (7D)
100
Avg IV
79.2%
Straddle (30D)
$8.00
Straddle (7D)
$7.20
P/C Volume
1.19
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)

RR25 and BF25 from the live options chain. 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.

Volatility Surface

Enter a ticker to render the implied volatility surface.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.31
Correlation (SPY)
30.4%
R²
0.09
Ann. Volatility
53.0%
SPY Volatility
12.3%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
Diluted shares outstanding: 148,930,250 (as of 2026-02-28)

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.

555 filers153,346,108 shares$6.24B value102.97% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 17,257,461 $717.57M 11.49% 11.59% 2026-03-31
2 VANGUARD GROUP INC Custodian 15,076,900 $582.57M 9.33% 10.12% 2025-12-31
3 AQR CAPITAL MANAGEMENT LLC Custodian 10,060,502 $412.58M 6.61% 6.76% 2026-03-31
4 Starboard Value LP 6,201,362 $257.85M 4.13% 4.16% 2026-03-31
5 SRS Investment Management, LLC 5,651,674 $235.00M 3.76% 3.79% 2026-03-31
6 TWO SIGMA INVESTMENTS, LP 5,347,097 $222.33M 3.56% 3.59% 2026-03-31
7 STATE STREET CORP 4,885,060 $203.12M 3.25% 3.28% 2026-03-31
8 JANUS HENDERSON GROUP PLC 4,580,807 $190.47M 3.05% 3.08% 2026-03-31
9 PRIMECAP MANAGEMENT CO/CA/ 4,358,146 $181.21M 2.90% 2.93% 2026-03-31
10 DIMENSIONAL FUND ADVISORS LP Custodian 4,275,663 $177.77M 2.85% 2.87% 2026-03-31
11 Apollo Management Holdings, L.P. 4,144,741 $172.34M 2.76% 2.78% 2026-03-31
12 Baird Financial Group, Inc. 3,068,452 $127.59M 2.04% 2.06% 2026-03-31
13 First Pacific Advisors, LP 2,981,709 $123.98M 1.99% 2.00% 2026-03-31
14 D. E. Shaw & Co., Inc. Custodian 2,920,417 $121.43M 1.94% 1.96% 2026-03-31
15 GEODE CAPITAL MANAGEMENT, LLC Custodian 2,554,767 $106.25M 1.70% 1.72% 2026-03-31
16 DIAMOND HILL CAPITAL MANAGEMENT INC 2,470,596 $102.73M 1.65% 1.66% 2026-03-31
17 MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,398,257 $99.72M 1.60% 1.61% 2026-03-31
18 Vulcan Value Partners, LLC 2,204,876 $91.68M 1.47% 1.48% 2026-03-31
19 MORGAN STANLEY Custodian 2,300,103 $88.88M 1.42% 1.54% 2025-12-31
20 BANK OF AMERICA CORP /DE/ Custodian 1,687,359 $70.16M 1.12% 1.13% 2026-03-31
21 UBS Group AG Custodian 1,614,295 $67.12M 1.07% 1.08% 2026-03-31
22 GOLDMAN SACHS GROUP INC Custodian 1,601,522 $66.59M 1.07% 1.08% 2026-03-31
23 Focus Partners Wealth 1,492,859 $62.07M 0.99% 1.00% 2026-03-31
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,434,590 $59.65M 0.96% 0.96% 2026-03-31
25 AMERICAN CENTURY COMPANIES INC 1,390,912 $57.83M 0.93% 0.93% 2026-03-31
20 filers$149.18M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $31.90M 21.38% 2026-03-31
2 CITADEL ADVISORS LLC Custodian $20.94M 14.04% 2026-03-31
3 IMC-Chicago, LLC Custodian $18.31M 12.28% 2026-03-31
4 JANE STREET GROUP, LLC Custodian $15.24M 10.22% 2026-03-31
5 SIMPLEX TRADING, LLC Custodian $8.65M 5.80% 2026-03-31
6 Point72 Asset Management, L.P. $7.01M 4.70% 2026-03-31
7 WOLVERINE TRADING, LLC Custodian $6.72M 4.51% 2025-09-30
8 GROUP ONE TRADING LLC Custodian $6.09M 4.08% 2026-03-31
9 Walleye Capital LLC $4.98M 3.34% 2026-03-31
10 Walleye Trading LLC $4.84M 3.25% 2026-03-31
11 Squarepoint Ops LLC $4.44M 2.98% 2026-03-31
12 CAPITAL FUND MANAGEMENT S.A. $4.29M 2.88% 2026-03-31
13 MILLENNIUM MANAGEMENT LLC Custodian $3.43M 2.30% 2026-03-31
14 Qube Research & Technologies Ltd $2.94M 1.97% 2026-03-31
15 TUDOR INVESTMENT CORP ET AL $2.83M 1.90% 2026-03-31
16 D. E. Shaw & Co., Inc. Custodian $2.05M 1.38% 2026-03-31
17 WELLS FARGO & COMPANY/MN Custodian $1.87M 1.25% 2026-03-31
18 Cubist Systematic Strategies, LLC $1.26M 0.85% 2025-09-30
19 UBS Group AG Custodian $1.23M 0.82% 2026-03-31
20 Twin Tree Management, LP $137.21K 0.09% 2026-03-31
29 filers$171.71M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $32.21M 18.76% 2026-03-31
2 UBS Group AG Custodian $29.73M 17.31% 2026-03-31
3 CITIGROUP INC Custodian $14.44M 8.41% 2026-03-31
4 CITADEL ADVISORS LLC Custodian $12.89M 7.50% 2026-03-31
5 D. E. Shaw & Co., Inc. Custodian $11.75M 6.84% 2026-03-31
6 IMC-Chicago, LLC Custodian $11.41M 6.64% 2026-03-31
7 Point72 Asset Management, L.P. $6.99M 4.07% 2026-03-31
8 CAPITAL FUND MANAGEMENT S.A. $6.14M 3.58% 2026-03-31
9 Walleye Capital LLC $4.23M 2.47% 2026-03-31
10 SIMPLEX TRADING, LLC Custodian $4.22M 2.46% 2026-03-31
11 WOLVERINE TRADING, LLC Custodian $4.21M 2.45% 2025-09-30
12 LMR Partners LLP $4.16M 2.42% 2026-03-31
13 JANE STREET GROUP, LLC Custodian $4.15M 2.42% 2026-03-31
14 GROUP ONE TRADING LLC Custodian $3.87M 2.25% 2026-03-31
15 TUDOR INVESTMENT CORP ET AL $3.79M 2.21% 2026-03-31
16 Qube Research & Technologies Ltd $2.74M 1.60% 2026-03-31
17 Caption Management, LLC $2.49M 1.45% 2026-03-31
18 PEAK6 LLC $2.13M 1.24% 2026-03-31
19 WELLS FARGO & COMPANY/MN Custodian $1.87M 1.09% 2026-03-31
20 Walleye Trading LLC $1.83M 1.07% 2026-03-31
21 Squarepoint Ops LLC $1.69M 0.99% 2026-03-31
22 Twin Tree Management, LP $1.38M 0.80% 2026-03-31
23 SIG BROKERAGE, LP $831.60K 0.48% 2026-03-31
24 Cubist Systematic Strategies, LLC $821.12K 0.48% 2025-09-30
25 LOGAN CAPITAL MANAGEMENT INC $703.33K 0.41% 2026-03-31
Insider Activity
Latest: 2026-05-05
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
2026-05-05 Jill A Livesay VP, Controller & PAO Mixed +740 $38.53 -$12.3K EDGAR
2026-05-05 Keith Barr President and CEO Grant (A) +64,114 RSU — EDGAR
2026-05-05 Mohammad Shamim EVP and CITO Tax (F) −1,015 $38.53 -$39.1K EDGAR
2026-05-05 Charles Joseph Wilson EVP and COO Tax (F) −1,015 $38.53 -$39.1K EDGAR
2026-05-05 John M III Stuckey SVP, Gen Counsel & Secretary Mixed +826 $38.53 -$13.8K EDGAR
2026-05-05 Diane L Cafritz EVP, Chief Innov & People Off Tax (F) −1,015 $38.53 -$39.1K EDGAR
2026-05-05 Jon G Daniels EVP, CAF Tax (F) −822 $38.53 -$31.7K EDGAR
2026-05-05 Enrique N Mayor-Mora EVP & CFO Tax (F) −1,015 $38.53 -$39.1K EDGAR
2026-03-24 Tyler Tuite SVP & Chief Product Officer Exer (M) +806 — EDGAR
2026-03-18 Keith Barr President and CEO Award (A) +23,975 — EDGAR
2026-03-18 David W. McCreight Director Mixed +19,135 $41.71 $798.1K EDGAR
2025-12-30 THOMAS J FOLLIARD Interim Executive Chair Grant (A) +25,465 RSU — EDGAR
2025-12-30 David W. McCreight Interim President and CEO Grant (A) +91,673 RSU — EDGAR
2025-12-30 Charles Joseph Wilson EVP and COO Mixed +638 $39.27 -$1.9K EDGAR
2025-10-06 Mark F ONeil Director Buy (P) +10,816 $46.21 $499.8K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
48 insiders · @ $51.26
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 RICHARD L SHARP 396,478 $20.32M $0 1 2007-07-03
2 JOSEPH S KUNKEL SVP, Marketing and Strategy 251,671 $12.90M -$17.26M 22 2012-11-06
3 THOMAS J FOLLIARD Interim Executive Chair 212,821 $10.91M -$218.74M 65 2025-12-30
4 William D Nash President & CEO 206,731 $10.60M -$108.13M 54 2025-05-05
5 WILLIAM R TIEFEL Director 162,567 $8.33M -$1.15M 26 2019-01-18
6 MICHAEL K DOLAN CAO/Executive Vice President 161,212 $8.26M -$23.48M 15 2012-04-12
7 KEITH D BROWNING EVP/Finance 122,000 $6.25M -$20.93M 15 2011-04-06
8 Angela S Chattin SVP, CAF 95,983 $4.92M -$9.12M 2 2014-12-29
9 William C Jr. Wood EVP & COO 82,908 $4.25M -$49.50M 26 2018-06-28
10 Richard Murray Smith SVP & CIO 79,329 $4.07M -$9.06M 19 2014-07-18
11 WILLIAM S KELLOGG Director 78,964 $4.05M $0 2 2008-07-01
12 RAKESH GANGWAL Director 61,828 $3.17M $1.97M 8 2016-07-06
13 Eric M Margolin EVP, Legal 60,349 $3.09M -$52.95M 58 2021-07-01
14 Thomas W JR Reedy EVP of Finance 55,300 $2.83M -$65.70M 43 2021-01-14
15 David W. McCreight Interim President and CEO 47,257 $2.42M $0 10 2026-03-18
16 KIM D ORCUTT VP / Principal Acctg Officer 40,993 $2.10M -$1.27M 2 2011-05-04
17 Edgar H Grubb Director 40,891 $2.10M -$1.23M 15 2017-12-29
18 Shira Goodman Director 39,325 $2.02M -$1.60M 28 2025-07-02
19 MITCHELL D STEENROD Director 38,330 $1.96M -$484.2K 22 2025-10-03
20 W ROBERT GRAFTON Director 37,369 $1.92M -$2.93M 19 2018-01-03
21 THOMAS STEMBERG Director 31,050 $1.59M -$1.73M 19 2015-07-24
22 James Lyski EVP, Chief Growth & Strat Off 27,164 $1.39M -$26.76M 27 2025-05-05
23 Mark F ONeil Director 24,690 $1.27M $752.0K 9 2025-10-06
24 Marcella Shinder Director 24,419 $1.25M $0 11 2025-07-02
25 Keith Barr President and CEO 23,975 $1.23M $0 2 2026-05-05
26 JEFFREY E GARTEN Director 23,958 $1.23M -$3.78M 17 2017-06-30
27 Enrique N Mayor-Mora EVP & CFO 22,868 $1.17M -$8.28M 22 2026-05-05
28 VIVIAN STEPHENSON Director 22,512 $1.15M -$231.3K 7 2012-11-02
29 Peter J Bensen Director 22,296 $1.14M $300.5K 10 2025-07-02
30 Sona Chawla Director 19,702 $1.01M $0 9 2025-07-02
31 Charles Joseph Wilson EVP and COO 19,025 $975.2K -$11.55M 30 2026-05-05
32 Pietro Satriano Director 16,315 $836.3K $0 8 2025-07-02
33 BETH STEWART Director 14,781 $757.7K -$5.03M 14 2013-07-01
34 Mohammad Shamim EVP and CITO 14,523 $744.4K -$26.55M 45 2026-05-05
35 JAMES F CLINGMAN Director 13,280 $680.7K $0 4 2010-07-02
36 RONALD E BLAYLOCK Director 12,658 $648.8K -$4.12M 25 2024-07-02
37 Jill A Livesay VP, Controller & PAO 11,275 $578.0K -$4.45M 20 2026-05-05
38 Darren C Newberry SVP 11,154 $571.8K -$6.80M 24 2024-05-07
39 Diane L Cafritz EVP, Chief Innov & People Off 9,564 $490.3K -$15.41M 34 2026-05-05
40 HUGH G ROBINSON Director 8,163 $418.4K -$495.0K 8 2009-09-28
41 ROBERT J. HOMBACH Director 7,766 $398.1K $0 4 2021-07-07
42 Alan B. Colberg Director 6,845 $350.9K $51.8K 4 2017-06-30
43 Edwin J Hill EVP & COO 4,926 $252.5K -$65.36M 32 2021-07-13
44 JOHN T STANDLEY Director 3,711 $190.2K $0 2 2017-06-30
45 NATALIE L WYATT VP, Controller & PAO 3,020 $154.8K -$884.9K 18 2016-07-22
46 John M III Stuckey SVP, Gen Counsel & Secretary 2,850 $146.1K -$1.61M 5 2026-05-05
47 Jon G Daniels EVP, CAF 1,957 $100.3K -$35.12M 47 2026-05-05
48 Tyler Tuite SVP & Chief Product Officer 1,469 $75.3K -$411.8K 3 2026-03-24
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.
Recent SEC Filings
Latest: 2026-05-12
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-12 0001170010-26-000048 EDGAR
2026-04-14 0001170010-26-000017 EDGAR
2026-04-09 0001104659-26-041539 EDGAR
2026-03-02 0001170010-26-000006 EDGAR
2026-02-12 0001170010-26-000002 EDGAR
2025-12-18 0001170010-25-000129 EDGAR
2025-11-06 0001170010-25-000125 EDGAR
2025-09-25 0001170010-25-000115 EDGAR
2025-06-26 0001170010-25-000086 EDGAR
2025-06-20 0001170010-25-000080 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-04-15 0001170010-26-000021 EDGAR
2025-04-11 0001170010-25-000024 EDGAR
2024-04-15 0001170010-24-000034 EDGAR
2023-04-13 0001170010-23-000010 EDGAR
2022-04-14 0001170010-22-000017 EDGAR
2021-04-20 0001170010-21-000053 EDGAR
2020-04-21 0001170010-20-000033 EDGAR
2019-04-19 0001170010-19-000040 EDGAR
2018-04-24 0001170010-18-000054 EDGAR
2017-04-21 0001170010-17-000053 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2025-12-23 0001170010-25-000131 EDGAR
2025-09-26 0001170010-25-000118 EDGAR
2025-06-26 0001170010-25-000083 EDGAR
2025-01-07 0001170010-25-000004 EDGAR
2024-09-27 0001170010-24-000130 EDGAR
2024-06-27 0001170010-24-000087 EDGAR
2024-01-05 0001170010-24-000002 EDGAR
2023-09-29 0001170010-23-000114 EDGAR
2023-06-26 0001170010-23-000065 EDGAR
2023-01-06 0001170010-23-000006 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 Ratio30.7
P/B Ratio1.2
P/S Ratio0.3
EV/EBITDA25.5
TTM Revenue$25.9B
TTM Net Income$0.2B
TTM EPS$1.67
ROE4.2%
Debt/Equity3.06