KWR Quaker Houghton

XNYS 156.76 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.

KWR $156.76 —
Key stats
$156.76
52-Week Range
$112.18 – $183.00
YTD
+12.81%
IV Rank (30D)
73.69
Straddle Price
$13.15
P/C Vol Ratio
1.05
Market Cap
$2.7B
Open
$154.77
Day Range
$154.73 – $157.06
Volume
58,365
Prev Close
$156.67
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY1.30
Cost of Equity (CAPM)12.32% (VRP-adj)
WACC10.56%
Volatility Risk Premium+37.9pp (IV − HV30), ERP adj +50bps
Effective Tax Rate27.1%
Rev. Growth (YoY, DCF input)+7.8%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.08 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)7.1%
Book / Price50.8% — banking bias active (P/B is primary)
Gross Margin (TTM)36.1%
FCF Margin (TTM)3.8%
Debt / Equity0.62
Quality Score1/6 — cyclical/struggling (5y DCF)
SMA 50$160.46 (Market Anchor value)
SMA 20 / Bollinger Mid$158.73
Bollinger Width / SMA203.0% (drives anchor stability)
Net Debt$0.7B
Market Cap$3B
Peers used for multiples: BCPC, CE, EMN, ESI, HCC, PR, SXT (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
92%
20-Day Fair Value
≈ by Nov 20, 2026
$159.60
α +1.9% rank 30%
conviction
87%
40-Day Fair Value
≈ by Dec 21, 2026
$163.17
α +4.2% rank 34%
conviction
96%
60-Day Fair Value
≈ by Jan 19, 2027
$163.28
α +4.2% rank 31%
conviction
92%
MethodImplied PriceWeightDetail
DCF $27.70 19%
DDM (Gordon) $29.48 0%
Peer P/E $161.92 6% median 26.8× · 6 peers
Peer EV/EBITDA $285.09 6% median 19.0× · 7 peers
Peer P/B $154.27 6% median 1.9× · 7 peers
Peer P/S $338.63 6% median 2.8× · 7 peers
Market Anchor (SMA50) $160.46 38% stability 100% (BB-width)
Options Expected (B-L 30d) $159.10 19% 26 strikes · skew -0.12
As of 2026-10-22 · updated
About
Industry (SIC)
MISCELLANEOUS PRODUCTS OF PETROLEUM & COAL (2990) · industry map
Exchange
XNYS
Market Cap
$2.7B
Employees
4,700
List Date
1972-08-21
CIK
0000081362
Next Earnings
2026-10-29 (After-Close)
EPS Forecast
$2.16 (4 est.)
Headquarters
Conshohocken, PA
Homepage
https://www.quakerhoughton.com

Quaker Houghton manufactures and sells a variety of industrial process fluids. The company's product portfolio includes metal removal fluids, cleaning fluids, corrosion inhibitors, metal drawing and forming fluids, die-cast mold releases, heat treatment and quenchants, metal forging fluids, hydraulic fluids, specialty greases, offshore sub-sea energy control fluids, rolling lubricants, rod and wire drawing fluids, and surface treatment chemicals. The company's geographic segments include the Americas, EMEA, and Asia/Pacific. The majority of the company's revenue is earned from the Americas.

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
Jan5.73%-12.75%20.29%-10.42%3.81%10.64%2.88%
Feb1.24%-10.71%-3.62%4.12%3.21%-6.48%-2.04%
Mar-14.94%-1.12%-0.22%3.62%-7.38%-14.78%-5.80%
Apr-0.83%-9.51%-3.38%-8.02%-14.34%9.60%-4.41%
May0.40%-6.11%2.24%-3.29%2.29%0.77%-0.62%
Jun-3.65%-5.78%0.86%-5.05%7.53%11.48%0.90%
Jul5.26%7.82%1.29%7.53%-3.84%-0.34%2.95%
Aug3.35%8.80%-13.34%-4.89%23.03%-1.20%2.63%
Sep-8.49%-15.70%-10.90%2.14%-6.67%-2.74%-7.06%
Oct1.25%6.29%-8.80%-7.18%4.93%-1.10%*-0.77%
Nov-10.07%23.26%25.26%-2.10%3.57%--7.98%
Dec0.69%-12.80%15.96%-12.07%0.96%---1.45%
Total-20.28%-30.33%19.41%-31.87%13.27%2.83%-7.83%
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: $158.59
SMA 50: $160.22
SMA 200: $150.12
Current: $156.65
EMA 12: $157.67
EMA 26: $158.29
MACD: -0.6283 | Signal: -0.1342
BEARISH
ADX (14): 13.99
RANGE
+DI: 16.77
−DI: 21.73

Momentum Oscillators

RSI (14): 45.67
NEUTRAL
Stoch %K: 43.15
Stoch %D: 42.22
Williams %R: -58.15

Volume & Volatility

BB Upper: $162.49
BB Lower: $154.68
NEUTRAL
OBV: -5,254,614
Vol SMA 20: 133,229
Vol ROC: -70.53%
ATR: $4.01
True Range: $2.33
HV 20: 20.9%
HV 30: 20.1%
HV 60: 26.0%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

KWR (Quaker Houghton) - Comprehensive Stock Analysis

Executive Summary

Overall Assessment: NEUTRAL (Confidence: 6.5/10)

Quaker Chemical presents a conflicting technical and sentiment picture with moderate conviction signals. The stock trades in a range-bound regime with bearish momentum indicators (MACD negative, RSI neutral at 43.09, ADX weak at 12.65) offsetting positive news sentiment regarding earnings estimate revisions and sector tailwinds. The company benefits from favorable industrial degreaser market fundamentals (5.02% CAGR growth through 2035) and recent shareholder-friendly actions ($250M repurchase authorization), but technical weakness and elevated volatility (38% stock volatility vs. 21.4-28.1% historical range) suggest caution near-term.

Key Drivers:

  • Positive: Earnings estimate revisions higher, strong sector growth narrative (industrial degreaser market), shareholder returns program, implied volatility surge indicating investor interest
  • Primary Risks: Bearish MACD divergence, negative volume profile (-33.95% volume ROC), weak trend strength (ADX 12.65), stock trading below all major moving averages, high beta (1.28) amplifies downside in risk-off environments

Investment Thesis: KWR is a structurally beneficiary of industrial lubricant market growth with improving fundamentals, but faces near-term technical headwinds in a range-bound trading pattern. The elevated IV rank (67.7%) and options-implied $15.35 move suggest the market anticipates volatility catalyst, likely aligned with Q3 2026 earnings on 2026-10-29. Position management should await technical stabilization or clearer directional bias.

Recent News Sentiment Impact: Positive news headlines (4 of 6 recent articles) support a constructive longer-term narrative, but the timing of the most recent positive sentiment (Zacks, 2026-09-30 regarding IV surge) coincides with the current technical weakness—suggesting options traders may be hedging or betting on volatility rather than directional conviction.

Technical Analysis

Trend Direction

Short-term (1-4 weeks): BEARISH

  • Price at $155.95 trades below SMA 20 ($157.89), SMA 50 ($162.26), and well below SMA 200 ($149.41)—wait, correction: price is above the 200-day MA but below the 50-day and 20-day MAs, indicating a downtrend within the intermediate timeframe
  • EMA 12 ($158.54) above EMA 26 ($159.01) by only $0.47, showing minimal upside momentum; the spread is flattening
  • ADX at 12.65 (well below 20 threshold) indicates weak trend strength; the market is choppy and range-bound rather than directional

Medium-term (1-3 months): NEUTRAL/RANGE-BOUND

  • Price between SMA 50 ($162.26) and SMA 200 ($149.41); consolidation zone $149-$162 characterizes the intermediate outlook
  • With ADX this weak, reversals and whipsaws are more likely than sustained moves
  • The +DI (17.17) vs. -DI (24.94) spread favors bears, but both readings lack conviction (ADX <20 = no established trend)

Long-term (3-12 months): NEUTRAL-TO-POSITIVE

  • Price $155.95 above 200-day MA $149.41 (+$6.54, +4.4% cushion), suggesting the underlying trend remains positive
  • However, lack of fresh higher highs and current pullback suggest consolidation before the next leg; insufficient data to call a clear long-term direction

Support & Resistance Levels

| Level | Type | Distance | Significance | |-------|------|----------|--------------| | $152.56 | Support (Bollinger Lower Band) | -2.2% | Psychological and technical floor; test would confirm weakness | | $149.41 | Support (SMA 200) | -4.2% | Major support; break below would signal medium-term reversal | | $157.89 | Resistance (SMA 20) | +1.2% | Recent overhead resistance; regaining this level would turn momentum bullish | | $162.26 | Resistance (SMA 50) | +4.0% | Key barrier; recapture here needed for uptrend confirmation | | $163.23 | Resistance (Bollinger Upper Band) | +4.6% | Overbought threshold; would complete mean reversion if reached |

Critical Observation: The stock is sandwiched between its 20-day and 50-day MAs—a classic distribution zone. Breaking below $152.56 or above $162.26 will define the next move.

Momentum Signals

RSI (14): 43.09 — NEUTRAL (Weak Bearish Lean)

  • Not in oversold (<30) or overbought (>70) territory; however, neutral RSI combined with negative MACD suggests lack of bullish confirmation
  • Reading in the 40s often precedes further weakness if support breaks
  • Potential for a bounce to 50-60 range before resumption of downtrend, or stabilization here

Stochastic Oscillators: WEAK BULLISH SETUP

  • %K at 32.99 (approaching oversold at 20) with %D at 51.22 suggests a potential bullish crossover is forming
  • This is a potential near-term reversal signal, but needs confirmation from RSI and price action
  • Currently %K < %D = bearish positioning, but narrowing gap

MACD: BEARISH DIVERGENCE

  • MACD at -0.47 below Signal line at -0.05; Histogram at -0.42 (negative and widening)
  • The negative histogram and MACD below signal line indicate bearish momentum is persisting
  • No bullish crossover in sight; downside momentum is the dominant short-term force
  • Data Quality Note: Confirmation needed on whether MACD has crossed since this snapshot was taken

Williams %R: -88.09 — SEVERELY OVERSOLD

  • This extreme reading (range -100 to 0) indicates price is near 52-week lows in this window
  • Typically precedes a bounce; however, Williams %R can remain oversold during sustained downtrends
  • Combined with ADX weakness, suggests volatility and reversal risk rather than directional clarity

Bollinger Bands Position

  • Current Price $155.95 vs. Bands:

    • Upper: $163.23 | Middle: $157.89 | Lower: $152.56
    • Price is slightly below the middle band, in neutral territory
    • Width of 6.76 is relatively tight, suggesting low recent volatility and potential for a breakout

  • Signal: SQUEEZE SETUP

    • Narrow band width ($6.76) after recent range compression indicates the market is coiled
    • A break above $163.23 or below $152.56 could produce an outsized move (volatility expansion)
    • Current positioning suggests neither overbought nor oversold, but tightness suggests imminent movement

Volume Analysis

Volume SMA 20: 146,141.75

  • On-Balance Volume (OBV): -5,423,370.78 (negative, weakening)
    • OBV in deep negative territory indicates sellers have controlled recent trading sessions
    • Negative OBV trend suggests accumulation by bears, distribution by bulls
    • If price rebounds without OBV recovering, it would be a bearish sign (weak rally)

Volume Rate of Change: -33.95% (Sharp Decline)

  • Critically weak signal: Trading volume has contracted 33.95% below the 20-day average
    • This is a red flag suggesting lack of institutional conviction in either direction
    • Low volume on current price level reduces confidence in technical levels
    • Potential reversal (either direction) may lack follow-through if volume remains low

Institutional Interest Assessment:

  • Negative volume trends and low absolute volume (vs. SMA) suggest reduced institutional participation
  • Options volume of 22 calls vs. 18 puts (slightly call-biased) contrasts with open interest of 43 calls vs. 98 puts (put-heavy), indicating past institutional hedging or positioning for downside protection
  • This mismatch suggests institutional holders may be protecting against further decline rather than accumulating

News & Sentiment Analysis

Recent Headlines Summary (Last 10 Articles)

Generated
News
All KWR news →
Earnings History
15 of 18 under expected move
Avg Expected Move
7.95%
Avg Actual Move
4.81%
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
2021-02-25 After-Close 7.21% 4.70% 0.65x Within
2021-08-03 After-Close 8.55% 4.47% 0.52x Within
2022-11-03 After-Close 11.12% 6.33% 0.57x Within
2023-02-23 After-Close 3.22% 0.96% 0.30x Within
2023-05-04 After-Close 8.63% 12.68% 1.47x Exceeded
2023-08-01 After-Close 7.23% 7.39% 1.02x Exceeded
2023-11-02 After-Close 7.55% 11.23% 1.49x Exceeded
2024-02-29 After-Close 6.66% 1.21% 0.18x Within
2024-05-02 After-Close 6.80% 3.71% 0.55x Within
2024-08-05 After-Close 9.70% 2.60% 0.27x Within
2024-10-31 After-Close 7.59% 6.27% 0.83x Within
2025-02-24 Pre-Market 9.07% 0.66% 0.07x Within
2025-05-01 After-Close 9.50% 2.41% 0.25x Within
2025-07-31 After-Close 8.28% 3.05% 0.37x Within
2025-10-30 Pre-Market 9.10% 3.63% 0.40x Within
2026-02-23 After-Close 7.85% 6.86% 0.87x Within
2026-04-30 After-Close 7.34% 4.81% 0.66x Within
2026-07-30 After-Close 7.71% 3.61% 0.47x Within

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

KWR Options Activity & IV Rank

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

Volatility Metrics

Current IV: 36.2%
7-DTE IV: —
Expected Move: $13.15
7-DTE Move: $13.15
Days to Exp: 29 (2026-11-20)

Options Flow

Call Volume: 20
Put Volume: 21
P/C Volume: 1.05
NEUTRAL
Call OI: 52
Put OI: 116
P/C OI: 2.231
Total OI: 168

ATM Options Pricing

ATM Call: $7.75
ATM Put: $5.40
Call %: 4.9%
Put %: 3.4%

Chain Summary

Chain Volume: 450
Chain OI: 616
Last Updated: 10/22/2026
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
LOW γ vs HISTORY

Estimated net dealer gamma is at the 18th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
18%
vs own history
GEX tilt
-0.47
OI-weighted, today
Vanna tilt
+0.68
δ-sensitivity to IV
Charm tilt
-0.77
δ-decay vs time
Vanna tilt +0.68: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.77: 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.

· 7 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
ATM 38.7% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)73.7MediumOct 22
Straddle Price (30 DTE)$13.15Oct 22
Beta Analysis

Risk Metrics

Beta: 1.2808
Alpha: 4.84%
Correlation: 0.4362
R-Squared: 19.0%
Stock Volatility: 37.4%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own KWR
3 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$3.2M
0.00%
#2307 of 3716+32.5%13F
Citadel Hedge fund
Ken Griffin
$654K
0.00%
#4176 of 6285-75.8%13F
Rockefeller Capital Management Family office
Rockefeller family
$24K
0.00%
#3676 of 4729-46.7%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

KWR Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 17,361,903 (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.

327 filers17,454,827 shares$2.73B value100.54% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 2,110,468 $335.29M 12.29% 12.16% 2026-06-30
2 Vanguard Group Inc Custodian 1,597,568 $219.36M 8.04% 9.20% 2025-12-31
3 Vanguard Portfolio Management LLC 944,939 $150.12M 5.50% 5.44% 2026-06-30
4 ROYCE & ASSOCIATES LP 860,494 $136.71M 5.01% 4.96% 2026-06-30
5 Dimensional Fund Advisors LP Custodian 776,181 $123.31M 4.52% 4.47% 2026-06-30
6 Wellington Management Group LLP Custodian 679,621 $107.97M 3.96% 3.91% 2026-06-30
7 Vanguard Capital Management LLC 623,889 $99.12M 3.63% 3.59% 2026-06-30
8 Morgan Stanley Custodian 573,661 $91.14M 3.34% 3.30% 2026-06-30
9 State Street Corp 571,422 $90.74M 3.33% 3.29% 2026-06-30
10 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 436,463 $69.34M 2.54% 2.51% 2026-06-30
11 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 420,535 $66.81M 2.45% 2.42% 2026-06-30
12 GW&K Investment Management, LLC 392,247 $62.32M 2.28% 2.26% 2026-06-30
13 Geode Capital Management, LLC Custodian 354,932 $56.40M 2.07% 2.04% 2026-06-30
14 Allspring Global Investments Holdings, LLC 310,443 $50.06M 1.83% 1.79% 2026-06-30
15 JPMorgan Chase & Co Custodian 295,250 $46.36M 1.70% 1.70% 2026-06-30
16 Copeland Capital Management, LLC 251,649 $39.70M 1.45% 1.45% 2026-09-30
17 DEPRINCE RACE & ZOLLO INC 245,575 $38.74M 1.42% 1.41% 2026-09-30
18 Bank of America Corp Custodian 233,176 $37.04M 1.36% 1.34% 2026-06-30
19 Global Alpha Capital Management Ltd. 216,161 $34.34M 1.26% 1.25% 2026-06-30
20 Massachusetts Financial Services Co 210,015 $33.37M 1.22% 1.21% 2026-06-30
21 Charles Schwab Investment Management, Inc. 205,757 $32.69M 1.20% 1.19% 2026-06-30
22 Schroder Investment Management Group 205,563 $32.21M 1.18% 1.18% 2026-06-30
23 Jupiter Topco LLC 198,095 $31.47M 1.15% 1.14% 2026-06-30
24 Northern Trust Corp Custodian 191,819 $30.47M 1.12% 1.10% 2026-06-30
25 Victory Capital Management Inc. 179,862 $28.57M 1.05% 1.04% 2026-06-30
3 filers$866.10K notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $810.24K 93.55% 2026-06-30
2 Simplex Trading, LLC Custodian $47.66K 5.50% 2026-06-30
3 HAP TRADING, LLC $8.21K 0.95% 2025-09-30
4 filers$1.59M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $969.11K 61.00% 2026-06-30
2 Citadel Advisors LLC Custodian $349.51K 22.00% 2026-06-30
3 Jane Street Group, LLC Custodian $222.42K 14.00% 2026-06-30
4 Simplex Trading, LLC Custodian $47.66K 3.00% 2026-06-30

KWR Insider Trading (Form 4)

Latest: 2026-10-19
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
2026-10-19 Christine Procopio Johnson SVP, CSO Grant (A) +504 RSU — EDGAR
2026-08-24 Gulf Hungary Holding Korlatolt Felelossegu Tarsasag 10%+ Owner Other (J) −5,017 $169.29 -$849.3K EDGAR
2026-08-11 Jeewat Bijlani EVP, Glob. Spec. & CGO Other (J) −7 $153.20 -$1.1K EDGAR
2026-08-06 William H Osborne Director Sell (S) −600 $168.31 -$101.0K EDGAR
2026-08-06 William H Osborne Director Sell (S) −600 $168.31 -$101.0K EDGAR
2026-06-17 Thomas Coler EVP, CFO Mixed +1,679 $144.46 -$107.0K EDGAR
2026-06-03 - De Ridder Lucrece Foufopoulos Director Mixed +289 $145.24 $42.0K EDGAR
2026-06-02 Fay West Director Exer (M) +1,216 — EDGAR
2026-06-02 William H Osborne Director Exer (M) +1,216 — EDGAR
2026-06-02 Jeffry D Frisby Director Exer (M) +1,216 — EDGAR
2026-06-02 Charlotte C. Henry Director Exer (M) +1,216 — EDGAR
2026-06-02 - De Ridder Lucrece Foufopoulos Director Mixed +851 $143.53 -$52.4K EDGAR
2026-06-02 Russell Shaller Director Mixed +1,629 $145.24 $60.0K EDGAR
2026-06-02 Mark Douglas Director Mixed +1,982 — EDGAR
2026-06-02 Nandita Bakhshi Director Mixed +1,629 $145.24 $60.0K 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.

KWR Insider Holdings

27 insiders · @ $156.65
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 QH Hungary Holdings Ltd 10%+ Owner 3,665,112 $574.12M $9.21M 41 2026-05-28
2 Gulf Hungary Holding Korlatolt Felelossegu Tarsasag 10%+ Owner 3,644,034 $570.82M $9.21M 45 2026-08-24
3 Michael F Barry Director 119,923 $18.79M -$29.72M 80 2026-02-12
4 Joseph A Berquist CEO and President 14,379 $2.25M -$4.39M 50 2026-03-17
5 Fay West Director 7,753 $1.21M $0 12 2026-06-02
6 Jeffry D Frisby Director 7,280 $1.14M -$1.34M 26 2026-06-02
7 William H Osborne Director 6,901 $1.08M -$282.9K 16 2026-08-06
8 Jeewat Bijlani EVP, Glob. Spec. & CGO 6,803 $1.07M -$2.19M 22 2026-08-11
9 Robert T Traub SVP, GC & Corp. Sec. 6,158 $964.6K -$2.49M 18 2026-03-17
10 Mark Douglas Director 5,494 $860.6K -$669.9K 18 2026-06-02
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.

KWR Board & Officers

As of SEC filings through Oct 19, 2026

Directors 10

Officers 13

10% owners 2

Changes in the last 10 years (53)
May 12, 2026The company announced the departure of Michael F Barry from the board in an SEC filing
Mar 17, 2026Jeewat Bijlani listed as EVP, Glob. Spec. & CGO (previously EVP, Chief Strategy Officer) in SEC filings
Jan 1, 2026Kevin K. Meagher became VP, R&D - Advanced Solutions
Oct 1, 2025Christine Procopio Johnson became SVP, CTO
Oct 1, 2025Andre Frodl became VP, R&D-Metals & Metalworking
Jul 18, 2025The company announced the departure of Jeffrey Kutz as VP, Chief Accounting Officer in an SEC filing
Jul 18, 2025Steven R. Dassing became VP, Principal Acctg. Officer
May 14, 2025The company announced the departure of Ramaswami Seshasayee from the board in an SEC filing
Mar 18, 2025Joseph A Berquist listed as CEO and President (previously EVP, Chief Commercial Officer) in SEC filings
Mar 18, 2025Joseph A Berquist first listed as a director in an SEC filing
Mar 1, 2025Renato Carvalho became SVP, Reg Comm Lead-Americas
Mar 1, 2025Jun Ma became SVP, Reg Comm Lead-APAC
Mar 1, 2025Hernandez Miguel Moreno became SVP, Reg Comm Lead-EMEA
Jan 22, 2025Kristin Rokosky became SVP, CHRO
Nov 14, 2024The company announced the departure of Andrew E. Tometich from the board in an SEC filing
Nov 14, 2024The company announced the departure of Andrew E. Tometich as CEO and President in an SEC filing
Jul 31, 2024Nandita Bakhshi became a director
Jul 31, 2024- De Ridder Lucrece Foufopoulos became a director
Jun 10, 2024Thomas Coler became EVP, CFO
May 9, 2024The company announced the departure of Shane Hostetter as EVP, CFO in an SEC filing
Not reported recently (17)
  • David Slinkman · Last reported as SVP - Chief Technology Officer in an SEC filing dated Mar 18, 2025
  • Jeffrey L Fleck · Last reported as SVP, Chief GSCO in an SEC filing dated Mar 18, 2025
  • Melissa Leneis · Last reported as EVP, CHRO in an SEC filing dated May 21, 2024
  • Michael J Shannon · Last reported as a director in an SEC filing dated Jun 5, 2023
  • Robert H Rock · Last reported as a director in an SEC filing dated Feb 3, 2023
  • Donald R Caldwell · Last reported as a director in an SEC filing dated Dec 19, 2022
  • L Wilbert Platzer · Last reported as SVP, Global Ops, EHS & Prcmt in an SEC filing dated Aug 17, 2022
  • Dieter Laininger · Last reported as SVP, Managing Director - APAC in an SEC filing dated Aug 17, 2022
  • Dhruwa N Rai · Last reported as SVP, Cido in an SEC filing dated Jul 8, 2022
  • Adrian Steeples · Last reported as SVP, Managing Director - EMEA in an SEC filing dated Mar 18, 2022
  • Mary Dean Hall · Last reported as SVP, CFO and Treasurer in an SEC filing dated Mar 17, 2021
  • Kimberly Johnson · Last reported as SVP, Human Resources & CHRO in an SEC filing dated Mar 17, 2021
  • Robert E Chappell · Last reported as a director in an SEC filing dated Jun 4, 2019
  • Jan Nieman · Last reported as VP/GL - Grease, FP, GS, Mktg. in an SEC filing dated Mar 7, 2019
  • Ronald S Ettinger · Last reported as VP - Human Resources in an SEC filing dated Aug 30, 2018
  • D Jeffry Benoliel · Last reported as VP - MW, Can and Mining in an SEC filing dated Aug 27, 2018
  • William Roland Cook · Last reported as a director in an SEC filing dated Nov 21, 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.

KWR Proposed Insider Sales (Form 144)

Latest: 2025-11-25
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
2025-11-25 QH Hungary Holdings Limited 10% Stockholder 13,900 $1.89M 2025-11-25 Citigroup Global Markets Inc. (1… — EDGAR
2024-11-22 QH Hungary Holdings Limited 10% Stockholder 300,000 $49.94M 2024-11-22 Citigroup Global Markets Inc. (1… — EDGAR
2024-08-09 Osborne William H Director 672 $108.6K 2024-08-09 Fidelity Brokerage Services LLC — EDGAR
2024-05-22 QH Hungary Holdings Limited 10% Stockholder 237,200 $46.30M 2024-05-22 Citigroup Global Markets Inc. (1… — EDGAR
2023-05-19 FRISBY JEFFRY D Director 3,487 $714.8K 2023-05-19 Vanguard Marketing Corporation — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
97 ETFs hold KWR
25 shown · $621.85M total exposure · 0.12% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJR iShares Core S&P Small-Cap ETF iShares (BlackRock) 0.12% $127.9M $103.1B 2026-10-20
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $70.2M — 2026-09-30
3 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.07% $55.8M $75.1B 2026-10-20
4 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.03% $48.9M — 2026-09-30
5 DFSV Dimensional US Small Cap Value ETF Dimensional 0.16% $42.6M — 2026-10-20
6 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.05% $31.8M — 2026-09-30
7 VXF Vanguard Extended Market ETF Vanguard 0.03% $24.2M — 2026-09-30
8 DFAT Dimensional US Targeted Value ETF Dimensional 0.08% $23.4M — 2026-10-20
9 DFAS Dimensional US Small Cap ETF Dimensional 0.06% $21.2M — 2026-10-20
10 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.15% $20.4M $13.7B 2026-10-20
11 SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF SPDR (State Street) 0.12% $19.5M $15.7B 2026-10-20
12 IJS iShares S&P Small-Cap 600 Value ETF iShares (BlackRock) 0.24% $17.8M $7.6B 2026-10-20
13 VTWO Vanguard Russell 2000 ETF Vanguard 0.07% $12.8M — 2026-09-30
14 VIG Vanguard Dividend Appreciation ETF Vanguard 0.01% $12.1M — 2026-09-30
15 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.01% $11.3M — 2026-10-20
16 SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF SPDR (State Street) 0.24% $11.2M $4.7B 2026-10-20
17 SMDV ProShares S&P SmallCap 600 Dividend Aristocrats ETF ProShares 1.54% $10.0M — 2026-10-21
18 SCHA Schwab U.S. Small-Cap ETF Nport 0.04% $9.4M — 2026-05-31
19 VYM Vanguard High Dividend Yield ETF Vanguard 0.01% $8.7M — 2026-09-30
20 DFMC Dimensional US Micro Cap ETF Dimensional 0.11% $8.5M — 2026-10-20
21 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.09% $7.9M — 2026-05-31
22 VIOO Vanguard S&P Small-Cap 600 ETF Vanguard 0.12% $7.6M — 2026-09-30
23 FYC First Trust Small Cap Growth AlphaDEX® Fund First Trust 0.52% $6.9M $1.3B 2026-10-20
24 VAW Vanguard Materials ETF Vanguard 0.15% $6.9M — 2026-09-30
25 DES WisdomTree U.S. SmallCap Dividend Fund Nport 0.21% $4.7M — 2026-06-30
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
27.92
TTM Diluted EPS
$5.61
TTM Revenue
$1.98B
TTM Net Income
$97.46M
TTM Op. Cash Flow
$131.17M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$532.55M$26.71M$1.55$29.46M
Q1 '262026-03-31$480.48M$19.66M$1.13$3.79M
Q4 '252025-12-31$468.48M$20.66M$1.18$46.54M
Q3 '252025-09-30$493.84M$30.44M$1.75$51.39M
Q2 '252025-06-30$483.40M$-66.50M$-3.78$41.57M
Q1 '252025-03-31$442.91M$12.90M$0.73$-3.05M
Q4 '242024-12-31$444.09M$14.54M$0.81$63.06M
Q3 '242024-09-30$462.27M$32.26M$1.81$67.98M
Q2 '242024-06-30$463.57M$34.77M$1.94$46.30M
Q1 '242024-03-31$469.76M$35.07M$1.95$27.23M
Q4 '232023-12-31$467.11M$20.11M$1.12$79.56M
Q3 '232023-09-30$490.61M$33.51M$1.87$83.41M
Q2 2026 • period ending 2026-06-30 • filed 2026-07-30
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
27.92
P/B
1.97
P/S
1.38
EV/EBITDA
12.42
EV/Sales
1.73
ROE
7.1%
ROA
3.4%
Div Yield
1.28%
FCF Yield
4.82%
Debt/Equity
0.62
Current Ratio
—
Market Cap
$2.72B
as of 2026-10-22
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
1.75M
SI % of Float
13.08%
Days to Cover
11.65
Short Vol Ratio
45.9%
Free Float
13.40M
Float %
77.9%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-24