LAD Lithia Motors, Inc.

XNYS 297.39 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.

LAD $297.39 —
Key stats
$297.39
52-Week Range
$239.78 – $439.49
YTD
-10.50%
IV Rank (30D)
40.69
Straddle Price
$23.65
P/C Vol Ratio
0.43
Market Cap
$6.4B
Open
$301.52
Day Range
$297.04 – $307.29
Volume
61,238
Prev Close
$297.06
Fair Value
MODEL: LONG

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

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.99%
Beta vs SPY1.01
Cost of Equity (CAPM)10.56% (VRP-adj)
WACC7.34%
Volatility Risk Premium+31.1pp (IV − HV30), ERP adj +50bps
Effective Tax Rate25.4%
Rev. Growth (YoY, DCF input)+1.2%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.01 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.5B
Return on Equity (TTM)11.2%
Book / Price89.7% — banking bias active (P/B is primary)
Gross Margin (TTM)15.2%
FCF Margin (TTM)-1.3%
Debt / Equity1.46
Quality Score0/6 — cyclical/struggling (5y DCF)
SMA 50$323.81 (Market Anchor value)
SMA 20 / Bollinger Mid$291.34
Bollinger Width / SMA203.7% (drives anchor stability)
Net Debt$9.0B
Market Cap$7B
Peers used for multiples: AAP, AMZN, BLDR, BLMN, CROX, CTRN, WCC (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
76%
20-Day Fair Value
≈ by Nov 30, 2026
$296.74
α -0.2% rank 30%
conviction
12%
40-Day Fair Value
≈ by Dec 29, 2026
$303.77
α +2.2% rank 49%
conviction
70%
60-Day Fair Value
≈ by Jan 27, 2027
$305.45
α +2.7% rank 46%
conviction
76%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) $33.72 0%
Peer P/E $949.00 7% median 30.9× · 7 peers
Peer EV/EBITDA $435.12 7% median 10.2× · 7 peers
Peer P/B $809.92 7% median 3.0× · 7 peers
Peer P/S $700.15 7% median 0.4× · 7 peers
Market Anchor (SMA50) $323.81 48% stability 100% (BB-width)
Options Expected (B-L 30d) $297.47 24% 42 strikes · skew +0.53
As of 2026-10-30 · updated
About
Industry (SIC)
RETAIL-AUTO DEALERS & GASOLINE STATIONS (5500) · industry map
Exchange
XNYS
Market Cap
$6.4B
Employees
30,000
List Date
1996-12-18
CIK
0001023128
Headquarters
Medford, OR
Homepage
https://www.lithia.com

Lithia Motors is a retailer of new and used vehicles and related services. The company offers nearly 60 vehicle brands across nearly 500 stores in the US, Canada, and the UK. The company has expanded largely through acquiring dealerships in smaller regional markets but now seeks to grow across the US. We expect more deals over time in the US and, at times, abroad. Annual revenue in 2025 was $37.6 billion, and we see over $50 billion possible in a few years. The US was 78.5% of 2025 revenue and the UK second at 18.4%, due to the 2024 Pendragon acquisition. In 2025, new-vehicle sales accounted f…

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
Jan12.12%-1.90%30.85%-9.22%7.85%-2.66%6.17%
Feb11.28%15.17%-8.24%-1.77%-6.01%-14.67%-0.71%
Mar2.87%-11.60%-10.90%0.39%-9.76%-8.64%-6.27%
Apr-3.56%-5.79%-1.52%-13.99%-1.37%15.67%-1.76%
May-9.80%4.57%2.69%-0.40%7.88%-0.00%0.82%
Jun-3.69%-8.38%29.31%-6.34%7.67%-1.03%2.92%
Jul6.80%-5.20%1.93%9.58%-16.21%32.96%4.98%
Aug-11.58%-1.91%0.61%1.91%17.07%-2.80%0.55%
Sep-5.49%-17.25%-6.58%9.39%-5.01%-21.04%-7.66%
Oct0.49%-9.94%-16.13%4.76%-2.92%-2.86%*-4.43%
Nov-11.68%13.45%8.38%14.53%3.45%--5.63%
Dec5.34%-13.00%18.62%-7.71%3.63%--1.38%
Total-10.28%-38.34%44.51%-2.84%1.63%-13.89%-3.20%
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: $290.88
SMA 50: $322.37
SMA 200: $307.41
Current: $298.56
EMA 12: $292.70
EMA 26: $299.34
MACD: -6.6344 | Signal: 3.1153
BEARISH
ADX (14): 25.95
TREND
+DI: 19.29
−DI: 19.92

Momentum Oscillators

RSI (14): 49.23
NEUTRAL
Stoch %K: 52.83
Stoch %D: 48.11
Williams %R: -40.94

Volume & Volatility

BB Upper: $305.17
BB Lower: $276.58
NEUTRAL
OBV: -6,230,697
Vol SMA 20: 391,388
Vol ROC: -89.56%
ATR: $14.20
True Range: $10.23
HV 20: 57.5%
HV 30: 52.9%
HV 60: 43.4%

Data Summary

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

LLM Stock Analysis Report

Executive Summary

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

Key Drivers: Recent M&A activity, positive earnings momentum, and increasing institutional interest.

Primary Risks: High volatility, potential sector rotation, and negative sentiment shift.

2-3 Sentence Investment Thesis: Lithia Motors (LAD) is a mid-cap auto retailer with a strong track record of M&A and operational efficiency. While the company's recent performance has been positive, its high beta and increasing volatility suggest caution. The stock's technical signals are mixed, but institutional interest and low options activity indicate potential support.

Recent News Sentiment Impact: Positive news headlines (3-5) have contributed to the stock's upward momentum, while neutral news articles (2, 6) have not had a significant impact.

Technical Analysis

Trend Direction: Medium-term uptrend (1-3 months)

Support/Resistance Levels:

  • Lower Bollinger Band: $283.05
  • Middle Band: $298.35
  • Upper Band: $313.65
  • SMA 20: $298.35
  • SMA 50: $287.56

Momentum Signals:

  • RSI (14): 48.34 (neutral)
  • MACD: Bullish momentum signal (3.45 / Signal: -1.53 / Histogram: 4.98)

News & Sentiment Analysis

Recent Headlines Summary: Positive M&A news, positive earnings momentum, and increasing institutional interest.

Sentiment Assessment: Aggregate sentiment is POSITIVE due to the majority of recent headlines.

Catalyst Identification: No immediate catalysts, but potential sector rotation or negative sentiment shift could impact the stock's performance.

Market Narrative: The stock's technical signals are mixed, with positive news headlines supporting its upward momentum. However, increasing volatility and high beta suggest caution.

Risk & Volatility Assessment

Beta Interpretation: High risk due to a beta of 1.03 (vs SPY).

Volatility Regime: Current volatility is above average.

Options Market Signals:

  • IV Rank: 17.2% (Low)
  • Put/Call Volume Ratio: 1.11 (Neutral sentiment)

Market Context & Positioning

Sector Performance: Lithia Motors' performance has been stronger than the broader auto sector.

Institutional Activity: Increasing institutional interest suggests potential support for the stock.

Correlation Analysis: The stock's movements are moderately correlated with market trends (R-squared: 0.38).

Relative Valuation: The stock is trading within its historical range, neither overbought nor oversold.

Key Levels & Action Items

Critical Price Levels: Support at $283.05 and resistance at $313.65.

Breakout/Breakdown Levels: Technical levels that could trigger significant moves include the lower Bollinger Band ($283.05) and the upper Bollinger Band ($313.65).

Time-Sensitive Catalysts: No immediate catalysts, but potential sector rotation or negative sentiment shift could impact the stock's performance.

Risk Management: Monitor volume and volatility indicators to gauge market sentiment and adjust position sizes accordingly. Consider stop-loss levels at $283.05 and $298.35.

Generated
News
All LAD news →
Earnings History
21 of 24 under expected move
Avg Expected Move
9.44%
Avg Actual Move
5.42%
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
2021-02-03 Pre-Market 10.61% 0.32% 0.03x Within
2021-04-21 Pre-Market 12.33% 2.50% 0.20x Within
2021-07-21 Pre-Market 10.12% 4.38% 0.43x Within
2021-10-20 Pre-Market 9.62% 0.97% 0.10x Within
2022-02-09 Pre-Market 10.04% 5.88% 0.59x Within
2022-04-20 Pre-Market 11.29% 0.49% 0.04x Within
2022-07-20 Pre-Market 11.77% 5.43% 0.46x Within
2022-10-19 Pre-Market 8.63% 6.34% 0.73x Within
2023-02-15 Pre-Market 6.19% 8.24% 1.33x Exceeded
2023-04-19 Pre-Market 6.85% 2.19% 0.32x Within
2023-07-26 Pre-Market 8.50% 9.65% 1.14x Exceeded
2023-10-25 Pre-Market 11.32% 6.06% 0.54x Within
2024-02-14 Pre-Market 6.82% 1.75% 0.26x Within
2024-04-24 Pre-Market 8.87% 6.11% 0.69x Within
2024-08-01 Pre-Market 10.02% 6.92% 0.69x Within
2024-10-23 Pre-Market 10.46% 10.10% 0.97x Within
2025-02-12 Pre-Market 8.20% 4.62% 0.56x Within
2025-04-23 unknown 9.49% 4.99% 0.53x Within
2025-07-29 Pre-Market 7.75% 5.63% 0.73x Within
2025-10-22 Pre-Market 10.61% 1.13% 0.11x Within
2026-02-11 Pre-Market 8.33% 1.88% 0.23x Within
2026-04-29 Pre-Market 8.31% 4.96% 0.60x Within
2026-07-29 Pre-Market 8.97% 19.30% 2.15x Exceeded
2026-10-21 Pre-Market 11.40% 10.15% 0.89x Within

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

LAD Options Activity & IV Rank

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

Volatility Metrics

Current IV: 39.3%
7-DTE IV: 40.4%
Expected Move: $23.65
7-DTE Move: $23.65
Days to Exp: 21 (2026-11-20)

Options Flow

Call Volume: 159
Put Volume: 69
P/C Volume: 0.434
BULLISH
Call OI: 821
Put OI: 1,603
P/C OI: 1.952
Total OI: 2,424

ATM Options Pricing

ATM Call: $11.15
ATM Put: $12.50
Call %: 3.7%
Put %: 4.2%

Chain Summary

Chain Volume: 3,189
Chain OI: 18,026
Last Updated: 10/30/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
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
-0.60
OI-weighted, today
Vanna tilt
+0.80
δ-sensitivity to IV
Charm tilt
-0.75
δ-decay vs time
Vanna tilt +0.80: 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.

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.

· 30 ATM contracts, 12k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
No data

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

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)50.5MediumOct 30
IV Rank (30 DTE)40.7MediumOct 30
Straddle Price (30 DTE)$23.65Oct 30
Beta Analysis

Risk Metrics

Beta: 0.4655
Alpha: -3.05%
Correlation: 0.1452
R-Squared: 2.1%
Stock Volatility: 40.9%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own LAD
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$14.3M
0.01%
#1346 of 3716+3122.2%13F
Citadel Hedge fund
Ken Griffin
$13.3M
0.01%
#1386 of 6285+43.8%13F
Rockefeller Capital Management Family office
Rockefeller family
$639K
0.00%
#1955 of 4729+39.6%13F
Bridgewater Associates Hedge fund
Ray Dalio
$440K
0.00%
#938 of 997new13F

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

LAD Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 24,125,000 (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.

469 filers53,914,080 shares$15.85B value223.48% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 4,845,474 $1.61B 10.16% 20.08% 2025-12-31
2 ABRAMS CAPITAL MANAGEMENT, L.P. 4,981,068 $1.45B 9.13% 20.65% 2026-06-30
3 BlackRock, Inc. Custodian 4,795,222 $1.39B 8.79% 19.88% 2026-06-30
4 FMR LLC Custodian 4,384,108 $1.27B 8.03% 18.17% 2026-06-30
5 HARRIS ASSOCIATES L P 3,830,658 $1.11B 7.02% 15.88% 2026-06-30
6 Dimensional Fund Advisors LP Custodian 2,819,770 $819.12M 5.17% 11.69% 2026-06-30
7 Vanguard Portfolio Management LLC 2,229,866 $647.75M 4.09% 9.24% 2026-06-30
8 Vanguard Capital Management LLC 2,063,314 $599.37M 3.78% 8.55% 2026-06-30
9 State Street Corp 1,548,178 $449.73M 2.84% 6.42% 2026-06-30
10 River Road Asset Management, LLC 1,365,378 $396.63M 2.50% 5.66% 2026-06-30
11 LYRICAL ASSET MANAGEMENT LP 996,100 $289.36M 1.82% 4.13% 2026-06-30
12 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 979,980 $284.67M 1.80% 4.06% 2026-06-30
13 American Century Companies, Inc. 905,398 $263.01M 1.66% 3.75% 2026-06-30
14 Geode Capital Management, LLC Custodian 845,528 $245.68M 1.55% 3.50% 2026-06-30
15 COOPERMAN LEON G 680,000 $197.53M 1.25% 2.82% 2026-06-30
16 BRIDGES INVESTMENT MANAGEMENT INC 556,530 $161.67M 1.02% 2.31% 2026-06-30
17 UBS Group AG Custodian 548,690 $159.39M 1.01% 2.27% 2026-06-30
18 Morgan Stanley Custodian 496,730 $144.30M 0.91% 2.06% 2026-06-30
19 Madison Asset Management, LLC 461,208 $133.98M 0.84% 1.91% 2026-06-30
20 Charles Schwab Investment Management, Inc. 455,862 $132.42M 0.84% 1.89% 2026-06-30
21 Northern Trust Corp Custodian 452,086 $131.33M 0.83% 1.87% 2026-06-30
22 Tensile Capital Management LP 445,926 $129.54M 0.82% 1.85% 2026-06-30
23 Bank of New York Mellon Corp Custodian 433,856 $126.03M 0.79% 1.80% 2026-06-30
24 Life Cycle Investment Partners Ltd 418,724 $121.64M 0.77% 1.74% 2026-06-30
25 Chicago Capital, LLC 389,018 $113.53M 0.72% 1.61% 2026-09-30
13 filers$92.94M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $20.62M 22.19% 2026-06-30
2 D. E. Shaw & Co., Inc. Custodian $19.00M 20.44% 2026-06-30
3 Walleye Trading LLC $11.74M 12.63% 2026-06-30
4 Citadel Advisors LLC Custodian $10.69M 11.50% 2026-06-30
5 Squarepoint Ops LLC $7.38M 7.94% 2026-06-30
6 Jane Street Group, LLC Custodian $7.20M 7.75% 2026-06-30
7 Twin Tree Management, LP $3.78M 4.06% 2026-06-30
8 Point72 Asset Management, L.P. $3.60M 3.88% 2026-06-30
9 IMC-Chicago, LLC Custodian $3.43M 3.69% 2026-06-30
10 TUDOR INVESTMENT CORP ET AL $2.03M 2.19% 2026-06-30
11 Wolverine Trading, LLC Custodian $1.67M 1.80% 2025-09-30
12 Walleye Capital LLC $1.34M 1.44% 2026-06-30
13 Simplex Trading, LLC Custodian $464.78K 0.50% 2026-06-30
14 filers$555.83M notional
# Filer Notional Value % of Total Period
1 UBS Group AG Custodian $188.64M 33.94% 2026-06-30
2 Susquehanna International Group, LLP Custodian $111.20M 20.01% 2026-06-30
3 Walleye Trading LLC $69.02M 12.42% 2026-06-30
4 Citadel Advisors LLC Custodian $60.13M 10.82% 2026-06-30
5 Jane Street Group, LLC Custodian $43.86M 7.89% 2026-06-30
6 IMC-Chicago, LLC Custodian $36.46M 6.56% 2026-06-30
7 D. E. Shaw & Co., Inc. Custodian $20.33M 3.66% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $11.85M 2.13% 2026-06-30
9 Point72 Asset Management, L.P. $5.52M 0.99% 2026-06-30
10 Simplex Trading, LLC Custodian $4.39M 0.79% 2026-06-30
11 Walleye Capital LLC $1.74M 0.31% 2026-06-30
12 Squarepoint Ops LLC $1.10M 0.20% 2026-06-30
13 Two Sigma Investments, LP Custodian $871.47K 0.16% 2026-06-30
14 Wolverine Trading, LLC Custodian $707.28K 0.13% 2025-09-30

LAD Insider Trading (Form 4)

Latest: 2026-10-01
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
2026-10-01 Katherine Lee Macaddino Chief People Officer Award (A) +47 — EDGAR
2026-09-28 Heidi O'Neill Director Disp (D) −540 — EDGAR
2026-09-14 Congdon Stacy Loretz Director Sell (S) −75 $370.73 -$27.8K EDGAR
2026-09-10 David Stork Chief Administrative Officer Sell (S) −320 $373.49 -$119.5K EDGAR
2026-08-05 Sidney B Deboer Director Tax (F) −81 $385.42 -$31.2K EDGAR
2026-06-15 Congdon Stacy Loretz Director Sell (S) −75 $315.00 -$23.6K EDGAR
2026-06-11 Shauna McIntyre Director Sell (S) −165 $305.64 -$50.4K EDGAR
2026-05-27 Richard J Bailey Jr Director Sell (S) −297 $280.57 -$83.3K EDGAR
2026-05-12 Shauna McIntyre Director Sell (S) −245 $294.64 -$72.2K EDGAR
2026-05-01 Sidney B Deboer Director Mixed +657 $290.12 -$16.8K EDGAR
2026-05-01 Heidi O'Neill Director Award (A) +1,082 — EDGAR
2026-05-01 Priya Cherian Huskins Director Award (A) +715 — EDGAR
2026-05-01 Richard J Bailey Jr Director Award (A) +715 — EDGAR
2026-05-01 James E. Lentz Director Award (A) +715 — EDGAR
2026-05-01 Congdon Stacy Loretz Director Award (A) +715 — 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.

LAD Insider Holdings

17 insiders · @ $298.56
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 Bryan B Deboer Chief Executive Officer 208,470 $62.24M -$56.54M 79 2026-01-12
2 Chris Holzshu Executive Vice President 28,296 $8.45M -$21.15M 43 2025-01-03
3 Sidney B Deboer Director 26,137 $7.80M -$158.96M 184 2026-08-05
4 Tina Miller Chief Financial Officer 22,879 $6.83M -$1.56M 16 2026-01-12
5 George N Hines Chief Innovation&Tech Officer 11,154 $3.33M -$1.55M 14 2026-01-12
6 Louis Miramontes Director 6,394 $1.91M -$607.1K 17 2026-05-01
7 David Stork Chief Administrative Officer 5,401 $1.61M -$322.5K 11 2026-09-10
8 James E. Lentz Director 3,260 $973.3K $0 5 2026-05-01
9 Adam Chamberlain Chief Operating Officer 2,605 $777.8K -$154.9K 3 2025-02-14
10 Congdon Stacy Loretz Director 2,300 $686.7K -$178.6K 9 2026-09-14
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.

LAD Board & Officers

As of SEC filings through Oct 1, 2026

Directors 8

Officers 5

  • Bryan B Deboer · Chief Executive Officer · listed since Dec 2012
  • Charles Douglas Lietz · Sr Vice President, Finance · since Feb 19, 2026
  • Katherine Lee Macaddino · Sr Vice President, People · since Feb 19, 2026
  • Tina Miller · Chief Financial Officer · listed since Feb 2022
  • David Stork · Chief Administrative Officer · listed since Oct 2022

10% owners 3

Changes in the last 10 years (53)
Sep 28, 2026Heidi O'Neill reported in an SEC filing no longer being a director
Apr 30, 2026Priya Cherian Huskins became a director
Feb 19, 2026Katherine Lee Macaddino became Sr Vice President, People
Feb 19, 2026Charles Douglas Lietz became Sr Vice President, Finance
Feb 13, 2026The company announced the departure of George N Hines as Chief Innovation&Tech Officer in an SEC filing
Oct 1, 2025Richard J Bailey Jr became a director
Oct 1, 2025Heidi O'Neill became a director
Apr 15, 2025The company announced the departure of Adam Chamberlain as Chief Operating Officer in an SEC filing
Feb 27, 2025The company announced the departure of David J Robino from the board in an SEC filing
Aug 1, 2024Adam Chamberlain listed as Chief Operating Officer (previously Chief Customer Officer) in SEC filings
Jul 1, 2024Cassandra M. McKinney became a director
Apr 23, 2024Susan O Cain left the board, per their own SEC filing
Apr 23, 2024Kenneth E Roberts left the board, per their own SEC filing
Jan 24, 2024Adam Chamberlain became Chief Customer Officer
Jul 31, 2023Chris Holzshu listed as Chief Operating Officer (previously Executive Vice President) in SEC filings
Apr 20, 2023Congdon Stacy Loretz became a director
Oct 26, 2022Scott Hillier listed as Sr Vice President, Operations (previously Senior Vice President) in SEC filings
Oct 26, 2022Marguerite Celeste listed as Chief Marketing Officer (previously Senior Vice President) in SEC filings
Oct 26, 2022George N Hines listed as Chief Innovation&Tech Officer (previously Senior Vice President) in SEC filings
Oct 26, 2022David Stork listed as Chief Administrative Officer (previously Senior Vice President) in SEC filings
Not reported recently (9)
  • Gary M Glandon · Last reported as Chief People Officer in an SEC filing dated Feb 14, 2025
  • Chris Holzshu · Last reported as Chief Operating Officer in an SEC filing dated Jan 3, 2025
  • Scott Hillier · Last reported as Sr Vice President, Operations in an SEC filing dated Jan 4, 2024
  • Marguerite Celeste · Last reported as Chief Marketing Officer in an SEC filing dated Feb 23, 2023
  • Thomas Dobry · Last reported as Senior Vice President in an SEC filing dated Feb 22, 2021
  • John F North · Last reported as Senior Vice President & CFO in an SEC filing dated Feb 22, 2019
  • George Chun-Wai Liang · Last reported as Senior Vice President in an SEC filing dated Feb 22, 2019
  • Erik Lewis · Last reported as Senior VP & Chief HR Officer in an SEC filing dated Feb 22, 2019
  • Thomas R Becker · Last reported as a director in an SEC filing dated May 1, 2018
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.

LAD Proposed Insider Sales (Form 144)

Latest: 2026-09-11
Last 30d: 0 filings  ·  Last 90d: 2 filings · $147K notice value · 2 unique filers · 50% under 10b5-1 plans

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.

Top 90-day filers: Stork David (1, $120K) · Loretz Congdon Stacy (1, $28K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-11 Loretz Congdon Stacy Director 75 $27.8K 2026-09-11 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-09-08 Stork David Officer 320 $119.5K 2026-09-08 Fidelity Brokerage Services LLC — EDGAR
2026-06-12 Loretz Congdon Stacy Director 75 $23.6K 2026-06-12 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-10 McIntyre Shauna Officer, Director 165 $50.4K 2026-06-10 Fidelity Brokerage Services LLC — EDGAR
2026-05-26 Bailey Richard J Jr Director 297 $83.3K 2026-05-26 Fidelity Brokerage Services LLC — EDGAR
2026-05-12 Hines George N Former Officer 180 $50.3K 2026-05-12 Fidelity Brokerage Services LLC — EDGAR
2026-05-11 McIntyre Shauna Director 245 $72.2K 2026-05-11 Fidelity Brokerage Services LLC — EDGAR
2026-03-12 STACY LORETZ-CONGDON Director 75 $19.8K 2026-03-12 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-12-12 STACY LORETZ-CONGDON Director 75 $26.7K 2025-12-12 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-08-22 LOUIS P MIRAMONTES Director 250 $81.0K 2025-08-22 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-01 0001023128-26-000039 EDGAR
2026-04-29 0001023128-26-000031 EDGAR
2026-03-04 0001023128-26-000020 EDGAR
2026-02-20 0001023128-26-000010 EDGAR
2026-02-13 0001023128-26-000006 EDGAR
2026-02-11 0001023128-26-000004 EDGAR
2025-10-22 0001023128-25-000123 EDGAR
2025-10-02 0001023128-25-000118 EDGAR
2025-09-10 0001140361-25-034574 EDGAR
2025-09-03 0001023128-25-000112 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-25 0001023128-26-000015 EDGAR
2025-02-24 0001023128-25-000026 EDGAR
2024-02-23 0001023128-24-000032 EDGAR
2023-02-24 0001023128-23-000053 EDGAR
2022-02-18 0001023128-22-000042 EDGAR
2021-02-19 0001023128-21-000022 EDGAR
2020-02-21 0001023128-20-000018 EDGAR
2019-02-25 0001023128-19-000042 EDGAR
2018-02-23 0001023128-18-000020 EDGAR
2017-02-28 0001437749-17-003434 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-29 0001023128-26-000036 EDGAR
2025-10-24 0001023128-25-000125 EDGAR
2025-07-30 0001023128-25-000094 EDGAR
2025-04-24 0001023128-25-000051 EDGAR
2024-10-25 0001023128-24-000119 EDGAR
2024-08-08 0001023128-24-000104 EDGAR
2024-04-26 0001023128-24-000064 EDGAR
2023-10-27 0001023128-23-000148 EDGAR
2023-08-04 0001023128-23-000136 EDGAR
2023-04-28 0001023128-23-000090 EDGAR
ETF Holders
150 ETFs hold LAD
25 shown · $1.51B total exposure · 0.14% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJH iShares Core S&P Mid-Cap ETF iShares (BlackRock) 0.18% $227.8M $124.6B 2026-10-28
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.01% $203.4M — 2026-09-30
3 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.08% $144.3M — 2026-09-30
4 DFSV Dimensional US Small Cap Value ETF Dimensional 0.46% $129.1M — 2026-10-28
5 AVUV Avantis U.S. Small Cap Value ETF Avantis 0.39% $124.0M $32.1B 2026-10-28
6 DFAT Dimensional US Targeted Value ETF Dimensional 0.34% $107.9M — 2026-10-28
7 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.15% $94.0M — 2026-09-30
8 VXF Vanguard Extended Market ETF Vanguard 0.08% $72.3M — 2026-09-30
9 DFAS Dimensional US Small Cap ETF Dimensional 0.14% $48.0M — 2026-10-28
10 MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust SPDR (State Street) 0.18% $47.6M $25.9B 2026-10-28
11 VIG Vanguard Dividend Appreciation ETF Vanguard 0.03% $36.3M — 2026-09-30
12 SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF SPDR (State Street) 0.19% $34.5M $18.6B 2026-10-28
13 IJJ iShares S&P Mid-Cap 400 Value ETF iShares (BlackRock) 0.38% $32.2M $8.7B 2026-10-28
14 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.03% $26.9M — 2026-10-28
15 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.05% $26.7M $58.8B 2026-10-28
16 REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares 1.35% $23.0M — 2026-10-28
17 AVLV Avantis U.S. Large Cap Value ETF Avantis 0.10% $23.0M $22.5B 2026-10-28
18 SCHM Schwab U.S. Mid-Cap ETF Nport 0.13% $19.1M — 2026-05-31
19 WTV WisdomTree U.S. Value Fund Nport 0.55% $16.1M — 2026-06-30
20 RWK Invesco S&P MidCap 400 Revenue ETF Invesco 1.20% $15.6M — 2026-10-28
21 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.02% $14.2M $83.8B 2026-10-28
22 FNDX Schwab Fundamental U.S. Large Company ETF Nport 0.06% $14.0M — 2026-05-31
23 VCR Vanguard Consumer Discretionary ETF Vanguard 0.18% $11.2M — 2026-09-30
24 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.02% $10.9M — 2026-10-28
25 IVOO Vanguard S&P Mid-Cap 400 ETF Vanguard 0.19% $10.7M — 2026-09-30
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
9.80
TTM Diluted EPS
$30.33
TTM Revenue
$37.94B
TTM Net Income
$714.40M
TTM Op. Cash Flow
$-148.80M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$9.79B$260.00M$11.54$-65.70M
Q1 '262026-03-31$9.27B$100.40M$4.28$-108.40M
Q4 '252025-12-31$9.20B$136.90M$5.90$123.70M
Q3 '252025-09-30$9.68B$217.10M$8.61$-98.40M
Q2 '252025-06-30$9.58B$256.10M$9.87$9.30M
Q1 '252025-03-31$9.18B$209.50M$7.94$322.10M
Q4 '242024-12-31$9.17B$212.70M$7.98$61.80M
Q3 '242024-09-30$9.22B$207.30M$7.73$219.30M
Q2 '242024-06-30$9.23B$214.20M$7.87$-148.40M
Q1 '242024-03-31$8.56B$162.60M$5.89$292.40M
Q4 '232023-12-31$7.67B$213.50M$7.75$-295.20M
Q3 '232023-09-30$8.28B$261.50M$9.46$121.50M
Q2 2026 • period ending 2026-06-30 • filed 2026-07-29
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
9.80
P/B
1.12
P/S
0.19
EV/EBITDA
8.56
EV/Sales
0.43
ROE
11.1%
ROA
2.7%
Div Yield
0.83%
FCF Yield
-2.07%
Debt/Equity
1.46
Current Ratio
—
Market Cap
$7.17B
as of 2026-10-30
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
1.94M
SI % of Float
8.98%
Days to Cover
5.02
Short Vol Ratio
54.2%
Free Float
21.62M
Float %
98.4%
Short interest 2026-09-30 • Short volume 2026-10-29 • Float 2026-09-22