McKesson Corporation(MCK)

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

MCK iron condor setups MCK expected move MCK IV rank history

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Snapshot
$750.63
52-Week Range
$637.00 – $999.00
YTD
-8.84%
IV Rank (30D)
21.25
Straddle Price
$46.05
P/C Vol Ratio
0.76
Market Cap
$87.9B
Fair Value
+50.0% vs price
Confidence: 83% Alpha Score: 2.06

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

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.43%
Beta vs SPY0.56
Cost of Equity (CAPM)7.24% (VRP-adj)
WACC9.05%
Volatility Risk Premium+17.5pp (IV − HV30)
Effective Tax Rate17.8%
Rev. Growth (YoY, DCF input)-1.6%
DCF Horizon5 years explicit + fade
Free Cash Flow (TTM)$5.7B
Return on Equity (TTM)-219.2%
Book / Price-1.9%
Gross Margin (TTM)3.6%
FCF Margin (TTM)1.4%
Quality Score0/6 — cyclical/struggling (5y DCF)
Market-Implied Growth+3.8% (reverse-DCF on current price)
SMA 50$790.18 (Market Anchor value)
SMA 20 / Bollinger Mid$764.74
Bollinger Width / SMA201.2% (drives anchor stability)
Net Debt$1.3B
Market Cap$93B
Peers used for multiples: ABBV, AMZN, COST, JNJ, LLY, MRK, NVS, WMT
Blended Fair Value
$2069.98
Current Price
$750.63
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF $591.66 20%
DDM (Gordon) n/a 0%
Peer P/E $1545.12 5% median 40.3× · 8 peers
Peer EV/EBITDA $1142.24 6% median 19.9× · 8 peers
Peer P/B n/a 0% median 6.9× · 7 peers
Peer P/S $16536.41 8% median 5.1× · 8 peers
Market Anchor (SMA50) $790.18 41% stability 100% (BB-width)
Options Expected (B-L 30d) $870.30 20% 76 strikes · skew +0.47
As of 2026-06-19 · updated 2026-06-19 21:00:06.101000
Info
Industry (SIC)
WHOLESALE-DRUGS, PROPRIETARIES & DRUGGISTS' SUNDRIES (5122)
Exchange
XNYS
Market Cap
$87.9B

McKesson is one of three leading pharmaceutical wholesalers in the US engaged in sourcing and distributing branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail order), hospitals networks, and healthcare providers. Along with Cencora and Cardinal Health, the three account for over 90% of the US pharmaceutical wholesale industry. Outside the US market, McKesson engages in pharmaceutical wholesale and distribution in Canada. Additionally, the company supplies medical-surgical products and equipment to healthcare facilities and provides a vari…

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +3.23% 23
Feb +1.25% 23
Mar +0.33% 23
Apr +1.22% 23
May +5.58% 23
Jun +0.89% 23
Jul +0.77% 22
Aug -1.31% 22
Sep -1.37% 23
Oct -0.27% 23
Nov +5.02% 23
Dec +1.16% 23
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators
SMA 20: $764.74
SMA 50: $790.18
SMA 200: $824.19
Current: $750.63
EMA 12: $771.52
EMA 26: $773.58
MACD: -2.0570 | Signal: 2.8748
BEARISH
ADX (14): 20.17
WEAK TREND
+DI: 19.89
−DI: 27.93
Momentum Oscillators
RSI (14): 40.75
NEUTRAL
Stoch %K: 60.09
Stoch %D: 69.85
Williams %R: -69.87
Volume & Volatility
BB Upper: $800.04
BB Lower: $729.44
NEUTRAL
OBV: 19,855,173
Vol SMA 20: 1,198,001
Vol ROC: 174.41%
ATR: $19.08
True Range: $32.40
HV 20: 24.3%
HV 30: 24.7%
HV 60: 25.8%
Data Summary
Data Points: 500
Last Updated: 2026-06-19T21:15:17.939000
Date Range: 2024-06-21T00:00:00 – 2026-06-18T00:00:00
AI Analysis

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

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

News
Earnings History
6 of 8 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-08-07 After-Close 7.80% 4.78% 0.61x Within
2024-11-06 After-Close 7.29% 5.84% 0.80x Within
2025-02-05 After-Close 6.88% 2.87% 0.42x Within
2025-05-08 After-Close 5.67% 0.03% 0.01x Within
2025-08-06 After-Close 4.70% 5.25% 1.12x Exceeded
2025-11-05 After-Close 3.98% 1.70% 0.43x Within
2026-02-04 After-Close 5.25% 16.49% 3.14x Exceeded
2026-05-07 After-Close 7.15% 0.52% 0.07x Within
Options Activity
IV Rank (30D)
21.25
IV Rank (7D)
100
Avg IV
42.2%
Straddle (30D)
$46.05
Straddle (7D)
$4.28
P/C Volume
0.76
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)
-0.12
Correlation (SPY)
-5.3%
R²
0.00
Ann. Volatility
29.4%
SPY Volatility
12.4%

Negative beta - stock moves opposite to market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
Diluted shares outstanding: 124,300,000 (as of 2026-03-31)

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.

2,078 filers105,680,336 shares$86.65B value85.02% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 12,104,719 $9.93B 11.46% 9.74% 2025-12-31
2 BlackRock, Inc. Custodian 11,418,384 $9.88B 11.40% 9.19% 2026-03-31
3 STATE STREET CORP 5,731,756 $4.96B 5.73% 4.61% 2026-03-31
4 FMR LLC Custodian 3,603,423 $3.12B 3.60% 2.90% 2026-03-31
5 JPMORGAN CHASE & CO Custodian 3,268,340 $2.81B 3.24% 2.63% 2026-03-31
6 FRANKLIN RESOURCES INC Custodian 3,063,145 $2.65B 3.06% 2.46% 2026-03-31
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,900,233 $2.53B 2.92% 2.33% 2026-03-31
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 2,903,848 $2.50B 2.89% 2.34% 2026-03-31
9 MORGAN STANLEY Custodian 2,389,249 $1.96B 2.26% 1.92% 2025-12-31
10 ALLIANCEBERNSTEIN L.P. 2,240,697 $1.84B 2.12% 1.80% 2026-03-31
11 BANK OF AMERICA CORP /DE/ Custodian 1,538,726 $1.33B 1.54% 1.24% 2026-03-31
12 Invesco Ltd. Custodian 1,491,598 $1.29B 1.49% 1.20% 2026-03-31
13 NORTHERN TRUST CORP Custodian 1,462,181 $1.27B 1.46% 1.18% 2026-03-31
14 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,312,164 $1.14B 1.31% 1.06% 2026-03-31
15 GOLDMAN SACHS GROUP INC Custodian 1,305,081 $1.13B 1.30% 1.05% 2026-03-31
16 ROYAL BANK OF CANADA Custodian 1,282,325 $1.11B 1.28% 1.03% 2026-03-31
17 Boston Partners 1,155,049 $1.00B 1.15% 0.93% 2026-03-31
18 Swedbank AB 1,005,610 $870.21M 1.00% 0.81% 2026-03-31
19 NORDEA INVESTMENT MANAGEMENT AB 988,046 $841.85M 0.97% 0.79% 2026-03-31
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 944,938 $817.71M 0.94% 0.76% 2026-03-31
21 WCM INVESTMENT MANAGEMENT, LLC 932,121 $801.80M 0.93% 0.75% 2026-03-31
22 Legal & General Group Plc Custodian 916,736 $793.31M 0.92% 0.74% 2026-03-31
23 AQR CAPITAL MANAGEMENT LLC Custodian 907,472 $784.25M 0.91% 0.73% 2026-03-31
24 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 892,826 $772.62M 0.89% 0.72% 2026-03-31
25 Bank of New York Mellon Corp Custodian 825,622 $714.46M 0.82% 0.66% 2026-03-31
32 filers$513.67M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $124.18M 24.18% 2026-03-31
2 CITADEL ADVISORS LLC Custodian $99.08M 19.29% 2026-03-31
3 JANE STREET GROUP, LLC Custodian $72.86M 14.18% 2026-03-31
4 WOLVERINE TRADING, LLC Custodian $37.33M 7.27% 2025-09-30
5 Cubist Systematic Strategies, LLC $28.74M 5.59% 2025-09-30
6 MILLENNIUM MANAGEMENT LLC Custodian $25.10M 4.89% 2026-03-31
7 Squarepoint Ops LLC $20.68M 4.03% 2026-03-31
8 Point72 Asset Management, L.P. $20.08M 3.91% 2026-03-31
9 D. E. Shaw & Co., Inc. Custodian $18.52M 3.61% 2026-03-31
10 CITIGROUP INC Custodian $14.11M 2.75% 2026-03-31
11 BlackRock, Inc. Custodian $10.82M 2.11% 2026-03-31
12 BNP PARIBAS FINANCIAL MARKETS Custodian $10.21M 1.99% 2026-03-31
13 Twin Tree Management, LP $5.54M 1.08% 2026-03-31
14 BALYASNY ASSET MANAGEMENT L.P. $4.33M 0.84% 2026-03-31
15 SIG BROKERAGE, LP $3.72M 0.72% 2026-03-31
16 Allianz Asset Management GmbH $3.63M 0.71% 2026-03-31
17 Walleye Capital LLC $2.42M 0.47% 2026-03-31
18 Verition Fund Management LLC $2.08M 0.40% 2026-03-31
19 CAPSTONE INVESTMENT ADVISORS, LLC $1.99M 0.39% 2026-03-31
20 PEAK6 LLC $1.82M 0.35% 2026-03-31
21 Alphadyne Asset Management LP $865.36K 0.17% 2026-03-31
22 One Wealth Map LLC $814.02K 0.16% 2026-03-31
23 BANK OF MONTREAL /CAN/ Custodian $778.82K 0.15% 2026-03-31
24 Walleye Trading LLC $778.82K 0.15% 2026-03-31
25 READYSTATE ASSET MANAGEMENT LP $692.29K 0.13% 2026-03-31
31 filers$565.62M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $171.43M 30.31% 2026-03-31
2 MILLENNIUM MANAGEMENT LLC Custodian $80.22M 14.18% 2026-03-31
3 CITADEL ADVISORS LLC Custodian $75.89M 13.42% 2026-03-31
4 JANE STREET GROUP, LLC Custodian $66.03M 11.67% 2026-03-31
5 WOLVERINE TRADING, LLC Custodian $30.70M 5.43% 2025-09-30
6 BNP PARIBAS FINANCIAL MARKETS Custodian $25.36M 4.48% 2026-03-31
7 Point72 Asset Management, L.P. $18.43M 3.26% 2026-03-31
8 Cubist Systematic Strategies, LLC $17.46M 3.09% 2025-09-30
9 CAPSTONE INVESTMENT ADVISORS, LLC $14.19M 2.51% 2026-03-31
10 Twin Tree Management, LP $13.33M 2.36% 2026-03-31
11 Squarepoint Ops LLC $10.47M 1.85% 2026-03-31
12 D. E. Shaw & Co., Inc. Custodian $4.33M 0.77% 2026-03-31
13 Walleye Trading LLC $4.24M 0.75% 2026-03-31
14 Allianz Asset Management GmbH $4.15M 0.73% 2026-03-31
15 BALYASNY ASSET MANAGEMENT L.P. $3.89M 0.69% 2026-03-31
16 Soltis Investment Advisors LLC $2.86M 0.50% 2026-03-31
17 Verition Fund Management LLC $2.77M 0.49% 2026-03-31
18 HSBC HOLDINGS PLC Custodian $2.57M 0.45% 2026-03-31
19 Lido Advisors, LLC $2.51M 0.44% 2026-03-31
20 Qube Research & Technologies Ltd $2.34M 0.41% 2026-03-31
21 UBS Group AG Custodian $2.16M 0.38% 2026-03-31
22 PEAK6 LLC $2.08M 0.37% 2026-03-31
23 TWO SIGMA INVESTMENTS, LP $1.73M 0.31% 2026-03-31
24 Walleye Capital LLC $1.56M 0.28% 2026-03-31
25 Capula Management Ltd $1.21M 0.21% 2026-03-31
Insider Activity
Latest: 2026-06-18
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
2026-06-18 BRIAN S. TYLER Chief Executive Officer Sell (S) −8,463 $775.13 -$6.56M EDGAR
2026-06-11 BRIAN S. TYLER Chief Executive Officer Sell (S) −4,929 $763.00 -$3.76M EDGAR
2026-06-08 Napoleon B JR Rutledge SVP, Controller & CAO Sell (S) −133 $764.00 -$101.6K EDGAR
2026-06-03 Thomas L Rodgers EVP, Chief Strategy & BDO Sell (S) −822 $735.30 -$604.4K EDGAR
2026-06-02 LeAnn B Smith EVP & Chief HR Officer Sell (S) −1,810 $735.50 -$1.33M EDGAR
2026-06-01 Kenny K Cheung EVP & CFO Grant (A) +11,101 RSU — EDGAR
2026-05-27 Francisco Fraga EVP, CIO and CTO Mixed +82 $766.08 -$41.4K EDGAR
2026-05-27 Napoleon B JR Rutledge SVP, Controller & CAO Mixed +95 $766.08 -$31.4K EDGAR
2026-05-27 Thomas L Rodgers EVP, Chief Strategy & BDO Mixed −2,028 $761.54 -$2.00M EDGAR
2026-05-27 LeAnn B Smith EVP & Chief HR Officer Mixed +411 $766.08 -$205.3K EDGAR
2026-05-27 Britt J. Vitalone EVP & CFO Mixed +895 $766.08 -$445.1K EDGAR
2026-05-27 BRIAN S. TYLER Chief Executive Officer Mixed +2,748 $766.08 -$1.40M EDGAR
2026-05-27 Michele Lau EVP and Chief Legal Officer Sell (S) −3,550 $761.09 -$2.70M EDGAR
2026-05-26 Francisco Fraga EVP, CIO and CTO Mixed +292 $766.50 -$146.4K EDGAR
2026-05-26 Michele Lau EVP and Chief Legal Officer Mixed +439 $766.50 -$218.5K 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
41 insiders · @ $750.63
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 JEFFREY C CAMPBELL EVP, Chief Financial Officer 74,090 $55.61M -$51.80M 31 2013-05-29
2 Randall N Spratt EVP, CTO & CIO 70,115 $52.63M -$35.54M 28 2015-05-27
3 PAUL C JULIAN EVP, Group President 53,839 $40.41M -$348.31M 61 2017-05-31
4 JAMES A BEER EVP & Chief Financial Officer 40,980 $30.76M -$1.09M 9 2017-05-31
5 JAMES V NAPIER Director 27,200 $20.42M -$1.96M 6 2009-06-02
6 Britt J. Vitalone EVP & CFO 22,505 $16.89M -$43.87M 42 2026-05-27
7 MARC E OWEN EVP, Corp.Strategy & Bus. Dev. 20,812 $15.62M -$23.34M 20 2011-05-24
8 JANE E SHAW Director 20,215 $15.17M -$3.56M 25 2013-08-02
9 Jorge Figueredo EVP & CHRO 18,880 $14.17M -$45.80M 30 2019-05-23
10 BRIAN S. TYLER Chief Executive Officer 14,597 $10.96M -$205.81M 100 2026-06-18
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: 2026-06-17
Last 30d: 7 filings · $16.8M notice value  ·  Last 90d: 7 filings · $16.8M notice value · 4 unique filers · 100% 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. 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: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.

Top 90-day filers: TYLER BRIAN S. (2, $10.3M) · Lau Michele (1, $2.7M) · Rodgers Thomas L (3, $2.4M) · Smith LeAnn B (1, $1.3M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-17 TYLER BRIAN S. Officer, Director 8,463 $6.56M 2026-06-17 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-09 TYLER BRIAN S. Officer, Director 4,929 $3.76M 2026-06-09 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-02 Rodgers Thomas L Officer 699 $514.0K 2026-06-02 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-01 Rodgers Thomas L Officer 123 $90.5K 2026-06-01 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-01 Smith LeAnn B Officer 1,810 $1.33M 2026-06-01 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-26 Lau Michele Officer 3,550 $2.70M 2026-05-26 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-26 Rodgers Thomas L Officer 2,388 $1.82M 2026-05-26 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-03-02 Lau Michele Officer 2,725 $2.70M 2026-03-02 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-19 Martinez Maria Director 349 $328.0K 2026-02-19 Fidelity Brokerage Services LLC — EDGAR
2026-02-17 Smith LeAnn B Officer 190 $179.6K 2026-02-17 Fidelity Brokerage Services LLC 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: 2026-05-08
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-07 0000927653-26-000066 EDGAR
2026-04-28 0000927653-26-000053 EDGAR
2026-04-06 0000927653-26-000045 EDGAR
2026-03-06 0000927653-26-000038 EDGAR
2026-03-05 0000927653-26-000035 EDGAR
2026-02-04 0000927653-26-000015 EDGAR
2025-11-05 0000927653-25-000138 EDGAR
2025-09-23 0000927653-25-000125 EDGAR
2025-09-18 0000927653-25-000121 EDGAR
2025-08-06 0000927653-25-000105 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-05-08 0000927653-26-000069 EDGAR
2025-05-09 0000927653-25-000036 EDGAR
2024-05-08 0000927653-24-000035 EDGAR
2023-05-09 0000927653-23-000038 EDGAR
2022-05-09 0000927653-22-000051 EDGAR
2021-05-12 0000927653-21-000039 EDGAR
2020-05-22 0000927653-20-000033 EDGAR
2019-05-15 0000927653-19-000009 EDGAR
2018-05-24 0000927653-18-000010 EDGAR
2017-05-22 0000927653-17-000007 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-02-04 0000927653-26-000017 EDGAR
2025-11-06 0000927653-25-000140 EDGAR
2025-08-06 0000927653-25-000107 EDGAR
2025-02-06 0000927653-25-000014 EDGAR
2024-11-07 0000927653-24-000125 EDGAR
2024-08-07 0000927653-24-000098 EDGAR
2024-02-08 0000927653-24-000021 EDGAR
2023-11-02 0000927653-23-000083 EDGAR
2023-08-02 0000927653-23-000062 EDGAR
2023-02-02 0000927653-23-000017 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 Ratio19.6
P/B Ratio-40.5
P/S Ratio0.2
EV/EBITDA12.6
TTM Revenue$403.4B
TTM Net Income$4.8B
TTM EPS$38.35
ROE-219.2%
Dividend Yield0.43%
Debt/Equity-3.00