LW Lamb Weston Holdings, Inc.

XNYS 43.27 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.

LW $43.27 —
Key stats
$43.27
After hours $43.27 +0.00%
52-Week Range
$37.62 – $67.07
YTD
+2.32%
IV Rank (30D)
93.38
Straddle Price
$4.17
P/C Vol Ratio
0.51
Market Cap
$5.9B
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)5.18%
Beta vs SPY0.69
Cost of Equity (CAPM)8.64% (VRP-adj)
WACC7.08%
Volatility Risk Premium+52.4pp (IV − HV30)
Effective Tax Rate30.7%
Rev. Growth (YoY, DCF input)+6.7%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.07 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.5B
Return on Equity (TTM)15.9%
Book / Price30.3% — banking bias active (P/B is primary)
Gross Margin (TTM)20.6%
FCF Margin (TTM)8.2%
Debt / Equity1.97
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth-1.2% (reverse-DCF on current price)
SMA 50$50.71 (Market Anchor value)
SMA 20 / Bollinger Mid$47.92
Bollinger Width / SMA2050.5% (drives anchor stability)
Net Debt$3.5B
Market Cap$6B
Peers used for multiples: CAG, CPB, FLO, FRPT, IPAR, PSMT, TAP (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
36%
20-Day Fair Value
≈ by Oct 28, 2026
$44.69
α +3.3% rank 61%
40-Day Fair Value
≈ by Nov 26, 2026
$45.65
α +5.5% rank 49%
60-Day Fair Value
≈ by Dec 25, 2026
$45.02
α +4.0% rank 53%
MethodImplied PriceWeightDetail
DCF $87.27 27%
DDM (Gordon) $43.54 21%
Peer P/E $48.95 12% median 22.1× · 5 peers
Peer EV/EBITDA $52.30 12% median 9.3× · 7 peers
Peer P/B $19.63 2% median 1.5× · 7 peers
Peer P/S $30.86 8% median 0.6× · 7 peers
Market Anchor (SMA50) $50.71 0% stability 0% (BB-width)
Options Expected (B-L 30d) $42.87 17% 13 strikes · skew -0.17
As of 2026-09-29 · updated
About
Industry (SIC)
CANNED, FROZEN & PRESERVD FRUIT, VEG & FOOD SPECIALTIES (2030)
Exchange
XNYS
Market Cap
$5.9B

Lamb Weston is North America's largest and the world's second-largest producer of branded and private-label frozen potato products, both by volume and value. The company's portfolio is anchored by french fries, but it also sells sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. Roughly two thirds of revenue comes from its home market of North America, with none of the other 100 countries the company sells into representing a significant share. McDonald's is Lamb Weston's single-largest customer at 15% of fiscal 2025 sales, with no other company representi…

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
MonthAvg ReturnYears of Data
Jan +1.39% 10
Feb -0.96% 10
Mar -1.25% 10
Apr +2.51% 10
May +0.46% 10
Jun +1.61% 10
Jul -1.01% 10
Aug +0.65% 10
Sep -1.61% 10
Oct +5.56% 9
Nov +2.28% 10
Dec +0.32% 10
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: $47.36
SMA 50: $50.65
SMA 200: $46.12
Current: $43.27
EMA 12: $45.60
EMA 26: $47.69
MACD: -2.0852 | Signal: -0.4543
BEARISH
ADX (14): 32.01
TREND
+DI: 12.04
−DI: 33.36

Momentum Oscillators

RSI (14): 25.13
OVERSOLD
Stoch %K: 7.33
Stoch %D: 4.54
Williams %R: -87.78

Volume & Volatility

BB Upper: $52.64
BB Lower: $42.07
NEUTRAL
OBV: 19,592,017
Vol SMA 20: 1,487,876
Vol ROC: -1.84%
ATR: $1.42
True Range: $1.15
HV 20: 25.1%
HV 30: 26.8%
HV 60: 29.9%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-01T00:00:00 – 2026-09-29T00:00:00
AI Analysis

LLM Stock Analysis Report: LW

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10) Key Drivers: Neutral sentiment from recent news headlines, conflicting signals from technical indicators. Primary Risks: Potential for further volatility due to mixed market and options activity.

Investment Thesis: Lamb Weston Holdings, Inc. (LW) is experiencing a range-bound trading environment with moderate volatility. While the company's recent earnings beat and positive product launches have generated some optimism, the stock's price action remains constrained by its technical indicators.

Recent News Sentiment Impact: The recent news headlines have had a negative impact on LW's sentiment, with three out of six articles expressing concerns about the company's ERP software issues, earnings misses, and management changes. However, two positive articles highlighting the company's product launches and pricing power have tempered the negative tone.

Technical Analysis

Trend Direction: * Short-term: Neutral (1-4 weeks) * Medium-term: Range-bound (1-3 months) * Long-term: Bullish (3-12 months)

Support/Resistance Levels: * SMA 20: $51.64 (support) * SMA 50: $47.55 (resistance) * SMA 200: $47.74 (resistance) * Upper Bollinger Band: $56.80 (resistance) * Lower Bollinger Band: $46.47 (support)

Momentum Signals: * RSI: Neutral (63.09%) * MACD: Bullish momentum signal (1.78 / Signal: -0.13 / Histogram: 1.91) * Bollinger Bands: Neutral signal

Volume Analysis: * Volume SMA 20: 1908857.30 * On-Balance Volume (OBV): 37158613.39 * Volume Rate of Change: -69.96%

News & Sentiment Analysis

Recent Headlines Summary: The recent news headlines have expressed concerns about LW's ERP software issues, earnings misses, and management changes, with a negative sentiment bias.

Sentiment Assessment: Aggregate news sentiment is NEGATIVE (3/6 articles).

Catalyst Identification: Upcoming events: Earnings announcements, product launches, regulatory changes.

Market Narrative: The recent news has highlighted the company's challenges, which have tempered the positive sentiments from its earnings beat and product launches. The technical indicators are currently in a range-bound environment, awaiting a catalyst to break out of this trading range.

Risk & Volatility Assessment

Risk Metrics: * Beta: 0.29 (vs SPY) - low risk relative to market * Alpha: 0.00 - zero excess return * Correlation: 0.09 - low correlation with market

Options Market Signals: * IV Rank: 43.4% (Medium) - shows historically high volatility * Current IV: 54.7% * Expected Move: $3.92 (35 DTE), 7-DTE: $1.92 * Volume Flow: 70 calls vs 25 puts * Open Interest: 2,039 calls vs 148 puts * Put/Call Volume Ratio: 0.36 (Bullish sentiment) * Put/Call OI Ratio: 0.07

Downside Protection: The Bollinger Bands are currently in a neutral signal, indicating a range-bound environment. The support levels at $51.64 and $46.47 can be used as stops or entry points for long positions.

Market Context & Positioning

Sector Performance: LW is outperforming the Consumer Staples sector (+1.2% vs -0.5%).

Institutional Activity: The options market is showing moderate institutional interest, with a put/call volume ratio of 0.36 (bullish sentiment).

Correlation Analysis: LW has a low correlation with the market (R-squared interpretation), indicating that its price movements are relatively independent from market trends.

Relative Valuation: LW is trading within its historical range, with no clear overvaluation or undervaluation signals.

Key Levels & Action Items

Critical Price Levels: * Support: $51.64 and $46.47 * Resistance: $56.80 and $47.74

Breakout/Breakdown Levels: * SMA 20: $51.64 (support) * SMA 50: $47.55 (resistance)

Time-Sensitive Catalysts: Earnings announcements, product launches, regulatory changes.

Risk Management: Stop-loss levels can be set at the support levels ($51.64 and $46.47), with position sizing considerations based on the options market signals.

Note: This report provides a comprehensive analysis of Lamb Weston Holdings, Inc.'s (LW) stock performance using technical indicators, recent news headlines, risk metrics, and market context. The report highlights both bullish and bearish cases, providing a neutral overall assessment with a confidence level of 6/10.

Generated
News
Earnings History
5 of 8 under expected move
Avg Expected Move
10.78%
Avg Actual Move
10.48%
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
2024-10-02 Pre-Market 11.60% 3.74% 0.32x Within
2024-12-19 Pre-Market 10.08% 16.59% 1.65x Exceeded
2025-04-03 Pre-Market 11.94% 9.22% 0.77x Within
2025-07-23 Pre-Market 12.01% 15.51% 1.29x Exceeded
2025-09-30 Pre-Market 12.92% 3.42% 0.26x Within
2025-12-19 Pre-Market 7.16% 25.91% 3.62x Exceeded
2026-04-01 Pre-Market 10.94% 8.66% 0.79x Within
2026-07-24 Pre-Market 9.55% 0.79% 0.08x Within
Options Activity
IV Rank (30D)
93.38
IV Rank (7D)
93.38
Avg IV
82.0%
Straddle (30D)
$4.17
Straddle (7D)
$4.17
P/C Volume
0.51
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.

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
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / 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)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.26
Correlation (SPY)
8.4%
R²
0.01
Ann. Volatility
41.3%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 139,450,000 (as of 2026-05-31)

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.

578 filers147,081,695 shares$6.34B value105.47% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 16,912,375 $730.28M 11.51% 12.13% 2026-06-30
2 VANGUARD GROUP INC Custodian 16,679,203 $698.69M 11.01% 11.96% 2025-12-31
3 PRICE T ROWE ASSOCIATES INC /MD/ 9,167,460 $395.85M 6.24% 6.57% 2026-06-30
4 VANGUARD PORTFOLIO MANAGEMENT LLC 8,039,041 $347.13M 5.47% 5.76% 2026-06-30
5 JPMORGAN CHASE & CO Custodian 7,114,830 $314.10M 4.95% 5.10% 2026-06-30
6 VANGUARD CAPITAL MANAGEMENT LLC 5,995,487 $258.89M 4.08% 4.30% 2026-06-30
7 Starboard Value LP 5,733,982 $247.59M 3.90% 4.11% 2026-06-30
8 JANA Partners Management, LP 5,394,635 $232.94M 3.67% 3.87% 2026-06-30
9 AQR CAPITAL MANAGEMENT LLC Custodian 4,927,106 $212.75M 3.35% 3.53% 2026-06-30
10 STATE STREET CORP 4,869,644 $210.27M 3.31% 3.49% 2026-06-30
11 FMR LLC Custodian 3,822,123 $165.04M 2.60% 2.74% 2026-06-30
12 CONTINENTAL GRAIN CO 3,569,080 $154.11M 2.43% 2.56% 2026-06-30
13 DIMENSIONAL FUND ADVISORS LP Custodian 3,345,828 $144.49M 2.28% 2.40% 2026-06-30
14 NORGES BANK 2,456,090 $106.05M 1.67% 1.76% 2026-06-30
15 GEODE CAPITAL MANAGEMENT, LLC Custodian 2,342,274 $101.17M 1.59% 1.68% 2026-06-30
16 BROOKFIELD Corp /ON/ 2,226,311 $96.13M 1.52% 1.60% 2026-06-30
17 Douglas Lane & Associates, LLC 1,682,355 $72.64M 1.15% 1.21% 2026-06-30
18 MORGAN STANLEY Custodian 1,563,242 $67.50M 1.06% 1.12% 2026-06-30
19 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 1,516,642 $65.49M 1.03% 1.09% 2026-06-30
20 GOLDMAN SACHS GROUP INC Custodian 1,511,691 $65.27M 1.03% 1.08% 2026-06-30
21 JUPITER ASSET MANAGEMENT LTD 1,244,438 $53.73M 0.85% 0.89% 2026-06-30
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,230,797 $53.15M 0.84% 0.88% 2026-06-30
23 PRINCIPAL FINANCIAL GROUP INC 1,214,056 $52.42M 0.83% 0.87% 2026-06-30
24 Bank of New York Mellon Corp Custodian 1,193,167 $51.52M 0.81% 0.86% 2026-06-30
25 ROYAL LONDON ASSET MANAGEMENT LTD 1,076,579 $46.49M 0.73% 0.77% 2026-06-30
23 filers$83.44M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $19.92M 23.87% 2026-06-30
2 JANE STREET GROUP, LLC Custodian $9.35M 11.21% 2026-06-30
3 Twin Tree Management, LP $7.82M 9.37% 2026-06-30
4 Point72 Asset Management, L.P. $6.97M 8.35% 2026-06-30
5 IMC-Chicago, LLC Custodian $6.61M 7.92% 2026-06-30
6 WOLVERINE TRADING, LLC Custodian $5.75M 6.88% 2025-09-30
7 Cubist Systematic Strategies, LLC $5.40M 6.47% 2025-09-30
8 D. E. Shaw & Co., Inc. Custodian $5.20M 6.23% 2026-06-30
9 CITADEL ADVISORS LLC Custodian $3.94M 4.72% 2026-06-30
10 SIMPLEX TRADING, LLC Custodian $3.29M 3.94% 2026-06-30
11 GROUP ONE TRADING LLC Custodian $1.90M 2.27% 2026-06-30
12 CAPITAL FUND MANAGEMENT S.A. $1.87M 2.25% 2026-06-30
13 PEAK6 LLC $1.44M 1.72% 2026-06-30
14 Jefferies Financial Group Inc. $863.60K 1.03% 2026-06-30
15 Walleye Trading LLC $630.43K 0.76% 2026-06-30
16 Squarepoint Ops LLC $531.11K 0.64% 2026-06-30
17 Qube Research & Technologies Ltd $440.44K 0.53% 2026-06-30
18 TUDOR INVESTMENT CORP ET AL $427.48K 0.51% 2026-06-30
19 Walleye Capital LLC $410.21K 0.49% 2026-06-30
20 TWO SIGMA INVESTMENTS, LP Custodian $354.08K 0.42% 2026-06-30
21 MILLENNIUM MANAGEMENT LLC Custodian $315.21K 0.38% 2026-06-30
22 HAP TRADING, LLC $24.71K 0.03% 2025-09-30
23 Advisory Services Network, LLC Custodian $4.32K <0.01% 2026-06-30
17 filers$100.26M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $32.00M 31.91% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $14.51M 14.47% 2026-06-30
3 JANE STREET GROUP, LLC Custodian $12.16M 12.12% 2026-06-30
4 WOLVERINE TRADING, LLC Custodian $11.92M 11.89% 2025-09-30
5 Point72 Asset Management, L.P. $7.34M 7.33% 2026-06-30
6 IMC-Chicago, LLC Custodian $6.29M 6.27% 2026-06-30
7 PEAK6 LLC $3.24M 3.23% 2026-06-30
8 CAPITAL FUND MANAGEMENT S.A. $3.13M 3.13% 2026-06-30
9 SIMPLEX TRADING, LLC Custodian $3.09M 3.08% 2026-06-30
10 Cubist Systematic Strategies, LLC $2.91M 2.90% 2025-09-30
11 Walleye Capital LLC $1.32M 1.32% 2026-06-30
12 GROUP ONE TRADING LLC Custodian $1.08M 1.08% 2026-06-30
13 D. E. Shaw & Co., Inc. Custodian $639.06K 0.64% 2026-06-30
14 Walleye Trading LLC $332.49K 0.33% 2026-06-30
15 BALYASNY ASSET MANAGEMENT L.P. $202.95K 0.20% 2026-06-30
16 Qube Research & Technologies Ltd $51.82K 0.05% 2026-06-30
17 Twin Tree Management, LP $43.18K 0.04% 2026-06-30
Insider Activity
Latest: 2026-08-05
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
2026-08-05 Marc Schroeder PRESIDENT, INTERNATIONAL Tax (F) −3,492 $53.18 -$185.7K EDGAR
2026-08-05 Michael Jared Smith President and CEO Tax (F) −9,441 $53.18 -$502.1K EDGAR
2026-08-05 Eryk J Spytek GEN COUNSEL & CHIEF COMPL OFF Tax (F) −3,820 $53.18 -$203.1K EDGAR
2026-08-05 Michael Christopher Crowley President, North America Tax (F) −1,805 $53.18 -$96.0K EDGAR
2026-08-05 Gregory W Jones VP AND CONTROLLER Tax (F) −619 $53.18 -$32.9K EDGAR
2026-08-05 Sylvia Wilks Chief Supply Chain Officer Tax (F) −2,223 $53.18 -$118.2K EDGAR
2026-08-05 Steven J Younes CHIEF HUMAN RESOURCES OFFICER Tax (F) −1,498 $53.18 -$79.7K EDGAR
2026-07-30 Michael Jared Smith President and CEO Award (A) +45,770 — EDGAR
2026-07-30 Amit Philip Chief Strategy/Tech Officer Award (A) +8,788 — EDGAR
2026-07-30 Steven J Younes CHIEF HUMAN RESOURCES OFFICER Award (A) +6,957 — EDGAR
2026-07-30 Gregory W Jones VP AND CONTROLLER Award (A) +2,746 — EDGAR
2026-07-30 James D Gray Chief Financial Officer Award (A) +16,111 — EDGAR
2026-07-30 Eryk J Spytek GEN COUNSEL & CHIEF COMPL OFF Award (A) +8,788 — EDGAR
2026-07-30 Jan Eli B Craps Executive Chair Award (A) +68,656 — EDGAR
2026-07-30 Sylvia Wilks Chief Supply Chain Officer Award (A) +8,971 — 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
39 insiders · @ $43.27
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 JANA Partners Management, LP Director 5,348,980 $231.45M $16.07M 4 2026-04-15
2 Jan Eli B Craps Executive Chair 689,168 $29.82M $2.43M 2 2026-07-30
3 Thomas P. Werner PRESIDENT AND CEO 394,005 $17.05M -$15.51M 39 2024-12-20
4 WILLIAM G JURGENSEN Director 181,249 $7.84M $2.93M 24 2024-12-23
5 Michael Jared Smith President and CEO 178,422 $7.72M -$1.68M 33 2026-08-05
6 James D Gray Chief Financial Officer 101,444 $4.39M $609.0K 4 2026-07-30
7 Richard Allan Martin SVP, Chief Supply Chain Off 70,169 $3.04M $0 9 2019-07-24
8 Eryk J Spytek GEN COUNSEL & CHIEF COMPL OFF 57,495 $2.49M -$3.88M 36 2026-08-05
9 TIMOTHY R MCLEVISH Executive Chairman 55,961 $2.42M $0 10 2025-10-03
10 ROBERT MCNUTT Senior Vice President and CFO 54,661 $2.37M -$793.1K 13 2021-07-29
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.
Notice of Proposed Sale (Form 144)
Latest: 2025-10-02
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. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

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
2025-10-02 Gregory W Jones Officer 1,600 $100.0K 2025-10-02 Merrill Lynch — EDGAR
2024-10-31 Rajagopalan Sukshma Former Officer 2,719 $212.1K 2024-10-31 Merrill Lynch — EDGAR
2023-11-13 Scheufler Gerardo Former Officer 16,225 $1.57M 2023-11-13 Merrill Lynch — EDGAR
2023-08-02 Spytek Eryk J Officer 6,319 $652.3K 2023-08-02 MERRILL LYNCH 10b5-1 EDGAR
2023-05-19 Miller Sharon L. Officer 4,350 $500.2K 2023-05-19 Merrill Lynch 10b5-1 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.
Recent SEC Filings
Latest: 2026-06-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-04 0001679273-26-000020 EDGAR
2026-05-26 0001679273-26-000018 EDGAR
2026-04-01 0001679273-26-000011 EDGAR
2026-02-04 0001104659-26-010076 EDGAR
2026-01-08 0001679273-26-000002 EDGAR
2025-12-19 0001679273-25-000075 EDGAR
2025-09-30 0001679273-25-000068 EDGAR
2025-09-26 0001679273-25-000066 EDGAR
2025-07-23 0001679273-25-000047 EDGAR
2025-06-30 0001679273-25-000041 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2025-07-23 0001679273-25-000049 EDGAR
2024-07-24 0001679273-24-000036 EDGAR
2023-07-25 0001558370-23-012203 EDGAR
2022-07-27 0001558370-22-011121 EDGAR
2021-07-27 0001558370-21-009330 EDGAR
2020-07-28 0001558370-20-008501 EDGAR
2019-07-25 0001558370-19-006311 EDGAR
2018-07-26 0001558370-18-005726 EDGAR
2017-07-25 0001558370-17-005308 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-01 0001679273-26-000013 EDGAR
2025-12-19 0001679273-25-000076 EDGAR
2025-09-30 0001679273-25-000070 EDGAR
2025-04-03 0001679273-25-000026 EDGAR
2024-12-20 0001679273-24-000087 EDGAR
2024-10-02 0001679273-24-000073 EDGAR
2024-04-04 0001679273-24-000021 EDGAR
2024-01-04 0001558370-24-000050 EDGAR
2023-10-05 0001558370-23-016256 EDGAR
2023-04-06 0001558370-23-005546 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 Ratio20.8
P/B Ratio3.2
P/S Ratio0.9
EV/EBITDA9.0
TTM Revenue$6.6B
TTM Net Income$0.3B
TTM EPS$2.08
ROE15.9%
Dividend Yield3.50%
Debt/Equity2.15