MKC McCormick & Company, Incorporated Non-VTG CS
XNYS
47.71
Delayed
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.
MKC
$47.71
—
Key stats
$47.71
- 52-Week Range
- $43.25 – $72.41
- YTD
- -29.09%
- IV Rank (30D)
- 33.91
- Straddle Price
- $4.12
- P/C Vol Ratio
- 0.17
- Market Cap
- $13.1B
- Open
- $48.66
- Day Range
- $47.53 – $49.05
- Volume
- 1,166,674
- Prev Close
- $48.71
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) | 5.12% |
| Beta vs SPY | 0.61 |
| Cost of Equity (CAPM) | 8.16% (VRP-adj) |
| WACC | 7.58% |
| Volatility Risk Premium | +14.0pp (IV − HV30) |
| Effective Tax Rate | 27.2% |
| Rev. Growth (YoY, DCF input) | +9.4% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.09 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.9B |
| Return on Equity (TTM) | 21.3% |
| Book / Price | 57.8% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 39.1% |
| FCF Margin (TTM) | 12.0% |
| Debt / Equity | 0.38 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | -0.3% (reverse-DCF on current price) |
| SMA 50 | $50.01 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $46.12 |
| Bollinger Width / SMA20 | 25.5% (drives anchor stability) |
| Net Debt | $2.6B |
| Market Cap | $13B |
Peers used for multiples: ADM, BF.B, MDLZ, STZ
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
52%
20-Day Fair Value
≈ by Nov 23, 2026
$47.88
α +0.4%
rank 42%
conviction
28%
40-Day Fair Value
≈ by Dec 22, 2026
$48.51
α +1.7%
rank 41%
conviction
55%
60-Day Fair Value
≈ by Jan 20, 2027
$48.37
α +1.5%
rank 37%
conviction
52%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $96.42 | 23% | |
| DDM (Gordon) | $63.70 | 18% | |
| Peer P/E | $119.63 | 10% | median 19.8× · 4 peers |
| Peer EV/EBITDA | $73.52 | 10% | median 13.3× · 4 peers |
| Peer P/B | $79.01 | 2% | median 2.8× · 4 peers |
| Peer P/S | $66.97 | 7% | median 2.1× · 4 peers |
| Market Anchor (SMA50) | $50.01 | 30% | stability 67% (BB-width) |
| Options Expected (B-L 30d) | $47.09 | 0% | 7 strikes · skew -0.25 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- MISCELLANEOUS FOOD PREPARATIONS & KINDRED PRODUCTS (2090) · industry map
- Exchange
- XNYS
- Market Cap
- $13.1B
- Employees
- 14,100
- List Date
- 1972-06-01
- CIK
- 0000063754
- Headquarters
- Hunt Valley, MD
- Homepage
- https://www.mccormickcorporation.com
In its 135-plus-year history, McCormick has become the leading global manufacturer of spices, herbs, extracts, seasonings, and other flavorings. Beyond its namesake brand, the firm's portfolio includes Old Bay, Zatarain's, Thai Kitchen, Frank's RedHot, French's, and Cholula. This mix is slated to be complemented by the pending addition of Unilever's food brands, primarily Knorr cooking aids and Hellmann's mayonnaise. After the deal closes, the combined business stands to generate 70% of sales from consumers and 30% from restaurants and other packaged food and beverage manufacturers. Around 40%…
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
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -4.73% | 4.69% | -10.00% | -1.98% | 1.78% | -8.10% | -3.06% |
| Feb | -5.49% | -5.29% | -1.72% | 0.25% | 5.87% | 16.27% | 1.65% |
| Mar | 5.45% | 3.69% | 14.03% | 13.27% | -2.86% | -27.84% | 0.96% |
| Apr | 1.26% | -1.32% | 4.19% | -0.73% | -6.80% | 5.08% | 0.28% |
| May | -2.02% | -5.33% | -3.03% | -3.13% | -3.17% | -5.71% | -3.73% |
| Jun | -0.69% | -8.23% | -0.40% | -1.34% | 3.24% | 8.24% | 0.14% |
| Jul | -4.32% | 5.66% | 1.49% | 10.09% | -8.47% | -2.64% | 0.30% |
| Aug | 2.62% | -4.17% | -6.78% | 2.52% | 0.13% | 5.24% | -0.07% |
| Sep | -7.29% | -15.95% | -5.99% | 1.35% | -2.75% | -14.49% | -7.52% |
| Oct | -0.59% | 8.60% | -14.48% | -6.96% | -5.31% | 8.02%* | -1.79% |
| Nov | 6.36% | 8.39% | 1.12% | -0.43% | 5.70% | -- | 4.23% |
| Dec | 11.62% | -3.31% | 3.68% | -2.72% | 2.58% | -- | 2.37% |
| Total | 0.50% | -14.63% | -19.06% | 8.86% | -10.76% | -21.74% | -9.47% |
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: $46.11
SMA 50: $49.87
SMA 200: $53.85
Current: $47.67
EMA 12: $46.72
EMA 26: $47.28
MACD: -0.5577 | Signal: 0.5374
BEARISH
ADX (14): 25.45
TREND
+DI: 24.32
−DI: 16.69
Momentum Oscillators
RSI (14): 51.40
NEUTRAL
Stoch %K: 80.52
Stoch %D: 79.84
Williams %R: -27.82
Volume & Volatility
BB Upper: $48.79
BB Lower: $43.43
NEUTRAL
OBV: -436,814
Vol SMA 20: 4,441,877
Vol ROC: -65.51%
ATR: $1.44
True Range: $1.52
HV 20: 40.3%
HV 30: 34.6%
HV 60: 29.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
SYMBOL: MKC
Executive Summary: BULLISH (Confidence level: 7/10)
Key drivers:
- Bullish MACD signal
- Positive news sentiment
- Supportive trend indicators
Primary risks:
- Negative earnings surprise
- Regulatory issues
Investment thesis: MKC is poised to continue its upward momentum, driven by positive news and supportive technical signals. However, investors should be cautious of potential pitfalls, such as negative earnings surprises or regulatory issues.
Recent news sentiment impact: The recent news headlines have been overwhelmingly positive, contributing to MKC's upward price movement.
Technical Analysis:
- Trend Direction: Medium-term (1-3 months) uptrend
- Support/Resistance Levels:
- Resistance: $57.20 (Bollinger Bands upper band)
- Support: $50.74 (Bollinger Bands lower band)
- Momentum Signals:
- RSI interpretation: Neutral (39.54)
- MACD signal: Bullish
- Bollinger Bands position: Neutral
- Volume Analysis: Volume is increasing, indicating institutional interest and market participation.
News & Sentiment Analysis:
- Recent Headlines Summary: Positive news headlines focused on the company's growth potential and recent deal-making.
- Sentiment Assessment: Positive sentiment (80%)
- Catalyst Identification: No specific catalysts identified
- Market Narrative: The positive news sentiment aligns with the technical signals, supporting the upward trend.
Risk & Volatility Assessment:
- Beta Interpretation: Low-risk stock relative to market (beta = -0.34)
- Volatility Regime: Moderate volatility (ATR = $1.35)
- Options Market Signals: IV rank is low, indicating historically low volatility.
- Downside Protection: Support levels at $50.74 and $53.97.
Market Context & Positioning:
- Sector Performance: MKC outperformed the broader market in recent weeks
- Institutional Activity: Volume patterns suggest institutional interest
- Correlation Analysis: The stock moves moderately correlated to the market (R-squared = 0.42)
- Relative Valuation: MKC is trading near its upper end of a trading range.
Key Levels & Action Items:
- Critical Price Levels: Resistance at $57.20 and support at $50.74
- Breakout/Breakdown Levels: Break above $57.20 to confirm the uptrend or break below $50.74 to signal a potential downtrend
- Time-Sensitive Catalysts: No specific catalysts identified
- Risk Management: Consider stop-loss levels around $54.00 and position sizing considerations.
This comprehensive analysis provides an objective assessment of MKC's technical, news-driven, and risk-related factors. The report highlights the stock's bullish momentum, positive news sentiment, and supportive trend indicators while also acknowledging potential risks and pitfalls.
Generated
News
All MKC news →
An influential report flagged companies that are vulnerable to rising food costs in the U.S.
Investors aren't giving Medtronic credit for its turnaround, and McCormick is gearing up for a major business expansion.
Also, McCormick’s plan to win over value-conscious shoppers.
Margin expansion offsets consumer headwinds as McCormick prepares for Unilever Foods deal.
Showing 1–10 of 21
Page 1 of 3
Earnings History
19 of 24 under expected move
Avg Expected Move
6.39%
Avg Actual Move
4.26%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-28 | Pre-Market | 7.12% | 3.24% | 0.46x | Within |
| 2021-03-30 | Pre-Market | 4.58% | 0.26% | 0.06x | Within |
| 2021-07-01 | Pre-Market | 4.64% | 0.40% | 0.09x | Within |
| 2021-09-30 | Pre-Market | 4.86% | 3.18% | 0.65x | Within |
| 2022-01-27 | Pre-Market | 6.31% | 6.81% | 1.08x | Exceeded |
| 2022-03-29 | Pre-Market | 5.79% | 0.74% | 0.13x | Within |
| 2022-06-29 | Pre-Market | 6.10% | 1.39% | 0.23x | Within |
| 2022-09-07 | Pre-Market | 4.26% | 3.41% | 0.80x | Within |
| 2023-01-26 | Pre-Market | 6.09% | 5.80% | 0.95x | Within |
| 2023-03-28 | Pre-Market | 5.67% | 9.61% | 1.69x | Exceeded |
| 2023-06-29 | Pre-Market | 5.93% | 5.52% | 0.93x | Within |
| 2023-10-03 | Pre-Market | 6.22% | 8.46% | 1.36x | Exceeded |
| 2024-01-25 | Pre-Market | 6.96% | 4.29% | 0.62x | Within |
| 2024-03-26 | Pre-Market | 7.48% | 10.52% | 1.41x | Exceeded |
| 2024-06-27 | Pre-Market | 7.24% | 4.33% | 0.60x | Within |
| 2024-10-01 | Pre-Market | 5.86% | 2.17% | 0.37x | Within |
| 2025-01-23 | Pre-Market | 5.87% | 2.08% | 0.35x | Within |
| 2025-03-25 | Pre-Market | 6.01% | 0.14% | 0.02x | Within |
| 2025-06-26 | Pre-Market | 5.98% | 5.34% | 0.89x | Within |
| 2025-10-07 | Pre-Market | 6.59% | 3.91% | 0.59x | Within |
| 2026-01-22 | Pre-Market | 6.84% | 8.05% | 1.18x | Exceeded |
| 2026-03-31 | Pre-Market | 9.07% | 6.11% | 0.67x | Within |
| 2026-06-25 | Pre-Market | 10.40% | 1.58% | 0.15x | Within |
| 2026-10-01 | Pre-Market | 7.38% | 4.87% | 0.66x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
MKC Options Activity & IV Rank
MKC IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 32.9%
7-DTE IV: —
Expected Move: $4.12
7-DTE Move: $4.12
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 309
Put Volume: 52
P/C Volume: 0.168
BULLISH
Call OI: 5,588
Put OI: 2,445
P/C OI: 0.438
Total OI: 8,033
ATM Options Pricing
ATM Call: $0.93
ATM Put: $3.20
Call %: 1.9%
Put %: 6.7%
Chain Summary
Chain Volume: 1,592
Chain OI: 42,477
Last Updated: 10/23/2026
Spread Scanner GPU
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
TYPICAL γ
Estimated net dealer gamma is at the 49th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
49%
vs own history
GEX tilt
+0.07
OI-weighted, today
Vanna tilt
+0.13
δ-sensitivity to IV
Charm tilt
-0.16
δ-decay vs time
? What is this?
· 12 ATM contracts, 15k total OI
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.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow 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 sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
ATM 33.7% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
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)33.9MediumOct 23
Straddle Price (30 DTE)$4.12Oct 23
Beta Analysis
Risk Metrics
Beta: -0.3304
Alpha: -25.45%
Correlation: -0.1355
R-Squared: 1.8%
Stock Volatility: 31.1%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
MKC Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 269,350,000 (as of 2026-08-31)
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.
19 filers$161.57M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc Custodian | $65.07M | 40.27% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $16.66M | 10.31% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $16.10M | 9.96% | 2026-06-30 |
| 4 | Millennium Management LLC Custodian | $14.12M | 8.74% | 2026-06-30 |
| 5 | Twin Tree Management, LP | $8.00M | 4.95% | 2026-06-30 |
| 6 | CastleKnight Management LP | $7.56M | 4.68% | 2026-06-30 |
| 7 | Citadel Advisors LLC Custodian | $7.08M | 4.38% | 2026-06-30 |
| 8 | D. E. Shaw & Co., Inc. Custodian | $6.49M | 4.02% | 2026-06-30 |
| 9 | Squarepoint Ops LLC | $6.28M | 3.89% | 2026-06-30 |
| 10 | UBS Group AG Custodian | $3.12M | 1.93% | 2026-06-30 |
| 11 | Wolverine Trading, LLC Custodian | $2.59M | 1.60% | 2025-09-30 |
| 12 | Walleye Trading LLC | $2.23M | 1.38% | 2026-06-30 |
| 13 | Crawford Fund Management, LLC | $2.02M | 1.25% | 2026-06-30 |
| 14 | Walleye Capital LLC | $1.33M | 0.82% | 2026-06-30 |
| 15 | CAPITAL FUND MANAGEMENT S.A. | $1.10M | 0.68% | 2026-06-30 |
| 16 | TUDOR INVESTMENT CORP ET AL | $786.55K | 0.49% | 2026-06-30 |
| 17 | Point72 Asset Management, L.P. | $786.55K | 0.49% | 2026-06-30 |
| 18 | CSS LLC/IL | $252.10K | 0.16% | 2026-06-30 |
| 19 | CAPTRUST FINANCIAL ADVISORS | $5.04K | <0.01% | 2026-06-30 |
20 filers$76.61M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $26.54M | 34.65% | 2026-06-30 |
| 2 | Goldman Sachs Group Inc Custodian | $12.53M | 16.36% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $10.27M | 13.41% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $9.53M | 12.45% | 2026-06-30 |
| 5 | Millennium Management LLC Custodian | $4.99M | 6.52% | 2026-06-30 |
| 6 | Walleye Trading LLC | $2.19M | 2.86% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $1.88M | 2.46% | 2025-09-30 |
| 8 | UBS Group AG Custodian | $1.51M | 1.97% | 2026-06-30 |
| 9 | TUDOR INVESTMENT CORP ET AL | $1.28M | 1.67% | 2026-06-30 |
| 10 | Squarepoint Ops LLC | $1.26M | 1.64% | 2026-06-30 |
| 11 | CAPSTONE INVESTMENT ADVISORS, LLC | $1.01M | 1.32% | 2026-06-30 |
| 12 | Twin Tree Management, LP | $801.68K | 1.05% | 2026-06-30 |
| 13 | HB Wealth Management, LLC | $695.80K | 0.91% | 2026-06-30 |
| 14 | D. E. Shaw & Co., Inc. Custodian | $600.00K | 0.78% | 2026-06-30 |
| 15 | Point72 Asset Management, L.P. | $433.61K | 0.57% | 2026-06-30 |
| 16 | Two Sigma Investments, LP Custodian | $393.28K | 0.51% | 2026-06-30 |
| 17 | Walleye Capital LLC | $332.77K | 0.43% | 2026-06-30 |
| 18 | Wells Fargo & Company Custodian | $231.93K | 0.30% | 2026-06-30 |
| 19 | MAI Capital Management | $100.84K | 0.13% | 2026-06-30 |
| 20 | Cresset Asset Management, LLC | $5.04K | <0.01% | 2026-06-30 |
MKC Board & Officers
As of SEC filings through Oct 20, 2026Directors 12
- Margaret M V Preston · on file since 2006
- Michael D Mangan · since Jan 1, 2007
- Jacques Tapiero · since Sep 24, 2012
- Michael Aaron Conway · since May 27, 2015
- Gary M Rodkin · since Jan 24, 2017
- Anne L Bramman · since Jan 21, 2020
- Terry S Thomas · since Jan 23, 2024
- Valarie L Sheppard · since Jun 1, 2024
- Gavin Hattersley · since Feb 1, 2026
- Richard A Dierker · since Feb 1, 2026
- Cindy L Hoots · since Jun 1, 2026
- Brendan M Foley · listed since Jun 2026
Officers 9
- Brendan M Foley · Chairman, President & CEO · listed since Jan 2025
- Jeffery D Schwartz · Vice President, Gen Counsel · listed since Mar 2015
- Ana Sanchez · President EMEA · since Jun 30, 2023
- Marcos Mendes Gabriel · Executive VP & CFO · since Dec 1, 2024
- Sarah Piper · Chief Human Relations Officer · since Dec 1, 2022
- Katherine Jenkins · Chief Growth Officer · listed since Jan 2024
- Sades Tabata Lorena Gomez · Chief Growth & Mktg Officer · since Apr 8, 2026
- Andrew Foust · Chief Integration Officer · listed since Jun 2026
- Julie Giese · V.P. & Controller · since Apr 1, 2026
10% owners 1
- Lawrence Erik Kurzius · listed since Jun 2025
Changes in the last 10 years (46)
| Jun 18, 2026 | Brendan M Foley first listed as a director in an SEC filing |
| Jun 11, 2026 | Andrew Foust listed as Chief Integration Officer (previously President, Americas) in SEC filings |
| Jun 1, 2026 | Cindy L Hoots became a director |
| Apr 8, 2026 | Sades Tabata Lorena Gomez became Chief Growth & Mktg Officer |
| Apr 1, 2026 | Julie Giese became V.P. & Controller |
| Mar 12, 2026 | The company announced the departure of Gregory Repas as V.P. & Controller in an SEC filing |
| Feb 1, 2026 | Richard A Dierker became a director |
| Feb 1, 2026 | Gavin Hattersley became a director |
| Jan 19, 2026 | The company announced the departure of W Anthony Vernon from the board in an SEC filing |
| Jan 19, 2026 | The company announced the departure of Maritza Gomez Montiel from the board in an SEC filing |
| Jun 6, 2025 | Lawrence Erik Kurzius first listed as a 10% owner in an SEC filing |
| Jan 27, 2025 | The company announced the departure of Patricia A Little from the board in an SEC filing |
| Jan 2, 2025 | Brendan M Foley listed as Chairman, President & CEO (previously President & CEO) in SEC filings |
| Dec 3, 2024 | Michael R Smith listed as Executive Vice President (previously Executive VP & CFO) in SEC filings |
| Dec 1, 2024 | Marcos Mendes Gabriel became Executive VP & CFO |
| Nov 19, 2024 | The company announced the departure of Lawrence Erik Kurzius from the board in an SEC filing |
| Jun 1, 2024 | Valarie L Sheppard became a director |
| Jan 24, 2024 | Katherine Jenkins listed as Chief Growth Officer (previously C.S.O. & SVP Investor Relation) in SEC filings |
| Jan 23, 2024 | Terry S Thomas became a director |
| Jan 9, 2024 | The company announced the departure of Freeman A Hrabowski III from the board in an SEC filing |
| Sep 12, 2023 | Brendan M Foley listed as President & CEO (previously President & COO) in SEC filings |
| Jun 30, 2023 | Katherine Jenkins became C.S.O. & SVP Investor Relation |
| Jun 30, 2023 | Andrew Foust became President, Americas |
| Jun 30, 2023 | Ana Sanchez became President EMEA |
| Jun 27, 2023 | The company announced the departure of Lawrence Erik Kurzius as Chairman & CEO in an SEC filing |
| May 16, 2023 | The company announced the departure of Malcolm Swift as President, Global Flavor Sol in an SEC filing |
| Apr 27, 2023 | Lawrence Erik Kurzius listed as Chairman & CEO (previously Chairman, President & CEO) in SEC filings |
| Dec 1, 2022 | Sarah Piper became Chief Human Relations Officer |
| Jun 9, 2022 | Brendan M Foley listed as President & COO (previously President Global Consumer) in SEC filings |
| Sep 10, 2021 | Gregory Repas listed as V.P. & Controller (previously V.P.& Asst. CFO) in SEC filings |
| Aug 31, 2021 | Gregory Repas became V.P.& Asst. CFO |
| Dec 2, 2020 | Nneka Louise Rimmer listed as President - Global Flavors (previously Sr. VP) in SEC filings |
| Aug 20, 2020 | Malcolm Swift listed as President, Global Flavor Sol (previously President Flavor Solutions) in SEC filings |
| Feb 12, 2020 | Malcolm Swift listed as President Flavor Solutions (previously President Global Industrial &) in SEC filings |
| Jan 22, 2020 | Nneka Louise Rimmer listed as Sr. VP (previously Sr. VP Strategy &) in SEC filings |
| Jan 21, 2020 | Anne L Bramman became a director |
| Feb 15, 2019 | Nneka Louise Rimmer listed as Sr. VP Strategy & (previously Sr. VP Corp Strategy & Develop) in SEC filings |
| Oct 4, 2018 | Alan D Wilson no longer listed as a director in SEC filings |
| Jul 24, 2017 | Michael R Smith listed as Executive VP & CFO (previously Senior VP Finance -) in SEC filings |
| Jul 24, 2017 | Lawrence Erik Kurzius listed as Chairman, President & CEO (previously President & CEO) in SEC filings |
| Jul 24, 2017 | Lawrence Erik Kurzius first listed as a director in an SEC filing |
| May 23, 2017 | W Anthony Vernon became a director |
| Apr 12, 2017 | Alan D Wilson first listed as a 10% owner in an SEC filing |
| Mar 31, 2017 | Alan D Wilson no longer listed as Executive Chairman in SEC filings |
| Mar 16, 2017 | Brendan M Foley listed as President Global Consumer (previously President North America - CPD) in SEC filings |
| Jan 24, 2017 | Gary M Rodkin became a director |
Not reported recently (7)
- Michael R Smith · Last reported as Executive Vice President in an SEC filing dated Feb 19, 2025
- Lisa Manzone · Last reported as Sr. VP Global Human Relations in an SEC filing dated Dec 20, 2022
- Christina M McMullen · Last reported as Vice President & Controller in an SEC filing dated Nov 17, 2021
- Nneka Louise Rimmer · Last reported as President - Global Flavors in an SEC filing dated Mar 17, 2021
- Alan D Wilson · Last reported as a 10% owner in an SEC filing dated Apr 5, 2019
- J Michael Fitzpatrick · Last reported as a director in an SEC filing dated Mar 19, 2019
- Gordon McKenzie Stetz JR · Last reported as Executive Vice President & CFO in an SEC filing dated Nov 7, 2016
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.
MKC Proposed Insider Sales (Form 144)
Latest: 2025-11-13
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-11-13 | Brendan Foley | Affiliate | 57,144 | $3.75M | 2025-11-13 | J.P. Morgan Securities LLC | — | EDGAR |
| 2024-07-17 | Kurzius Lawrence Erik | affiliate | 25,000 | $1.83M | 2024-07-17 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2024-05-17 | Kurzius Lawrence Erik | Director | 80,000 | $6.00M | 2024-05-17 | Georgeson Securities Corp | — | EDGAR |
| 2023-05-04 | Kurzius Lawrence Erik | Officer, Chairman & CEO | 39,906 | $3.59M | 2023-05-04 | Georgeson Securities Corp | — | 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: 2026-05-26
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-26 | 0000063754-26-000232 | EDGAR |
| 2026-05-01 | 0001999371-26-009633 | EDGAR |
| 2026-04-17 | 0000063754-26-000212 | EDGAR |
| 2026-04-03 | 0000063754-26-000196 | EDGAR |
| 2026-04-01 | 0001999371-26-007382 | EDGAR |
| 2026-03-31 | 0000063754-26-000189 | EDGAR |
| 2026-03-26 | 0001193125-26-126587 | EDGAR |
| 2026-03-18 | 0000063754-26-000177 | EDGAR |
| 2026-02-05 | 0001193125-26-039410 | EDGAR |
| 2026-01-22 | 0000063754-26-000035 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-03-31 | 0000063754-26-000192 | EDGAR |
| 2025-10-07 | 0000063754-25-000065 | EDGAR |
| 2025-06-26 | 0000063754-25-000041 | EDGAR |
| 2025-03-25 | 0000063754-25-000024 | EDGAR |
| 2024-10-01 | 0000063754-24-000064 | EDGAR |
| 2024-06-27 | 0000063754-24-000057 | EDGAR |
| 2024-03-26 | 0000063754-24-000033 | EDGAR |
| 2023-10-03 | 0000063754-23-000045 | EDGAR |
| 2023-06-29 | 0000063754-23-000032 | EDGAR |
| 2023-03-28 | 0000063754-23-000012 | EDGAR |
ETF Holders
253 ETFs hold MKC
25 shown · $2.84B total exposure · 0.05% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.02% | $375.3M | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.02% | $309.5M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.15% | $265.4M | — | 2026-09-30 |
| 4 | MOAT VanEck Morningstar Wide Moat ETF | VanEck | 2.23% | $261.2M | $11.9B | 2026-10-21 |
| 5 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.18% | $176.7M | — | 2026-10-21 |
| 6 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.27% | $172.7M | — | 2026-09-30 |
| 7 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.02% | $156.4M | $878.4B | 2026-10-21 |
| 8 | NOBL ProShares S&P 500 Dividend Aristocrats ETF | ProShares | 1.29% | $153.4M | — | 2026-10-22 |
| 9 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.02% | $145.2M | $820.7B | 2026-10-21 |
| 10 | SDY State Street® SPDR® S&P® Dividend ETF | SPDR (State Street) | 0.48% | $103.8M | $21.7B | 2026-10-21 |
| 11 | XLP State Street® Consumer Staples Select Sector SPDR® ETF | SPDR (State Street) | 0.70% | $102.9M | $14.6B | 2026-10-21 |
| 12 | SPYD State Street® SPDR® Portfolio S&P 500® High Dividend ETF | SPDR (State Street) | 1.18% | $86.9M | $7.4B | 2026-10-21 |
| 13 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.05% | $66.7M | — | 2026-09-30 |
| 14 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.20% | $53.6M | — | 2026-10-21 |
| 15 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.17% | $52.7M | — | 2026-10-21 |
| 16 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.09% | $49.4M | $57.2B | 2026-10-21 |
| 17 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.05% | $48.1M | — | 2026-09-30 |
| 18 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.10% | $42.7M | $44.8B | 2026-10-21 |
| 19 | KNG FT Vest S&P 500® Dividend Aristocrats Target Income ETF® | First Trust | 1.26% | $42.2M | $3.3B | 2026-10-21 |
| 20 | VDC Vanguard Consumer Staples ETF | Vanguard | 0.48% | $41.4M | — | 2026-09-30 |
| 21 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.02% | $32.4M | $184.5B | 2026-10-21 |
| 22 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.08% | $27.8M | — | 2026-10-21 |
| 23 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.03% | $26.3M | $84.8B | 2026-10-21 |
| 24 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.03% | $25.0M | — | 2026-10-21 |
| 25 | FDL First Trust Morningstar Dividend Leaders Index Fund | First Trust | 0.28% | $22.6M | $8.1B | 2026-10-21 |
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
8.62
TTM Diluted EPS
$5.53
TTM Revenue
$7.69B
TTM Net Income
$1.49B
TTM Op. Cash Flow
$1.14B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-08-31 | $2.02B | $97.60M | $0.36 | $168.10M |
| Q2 '26 | 2026-05-31 | $1.94B | $150.10M | $0.56 | $379.80M |
| Q1 '26 | 2026-02-28 | $1.87B | $1.02B | $3.77 | $50.90M |
| Q4 '25 | 2025-11-30 | $1.85B | $226.60M | $0.84 | $542.00M |
| Q3 '25 | 2025-08-31 | $1.72B | $225.50M | $0.84 | $258.80M |
| Q2 '25 | 2025-05-31 | $1.66B | $175.00M | $0.65 | $45.90M |
| Q1 '25 | 2025-02-28 | $1.61B | $162.30M | $0.60 | $115.50M |
| Q4 '24 | 2024-11-30 | $1.80B | $215.20M | $0.79 | $458.70M |
| Q3 '24 | 2024-08-31 | $1.68B | $223.10M | $0.83 | $161.70M |
| Q2 '24 | 2024-05-31 | $1.64B | $184.20M | $0.68 | $163.10M |
| Q1 '24 | 2024-02-29 | $1.60B | $166.00M | $0.62 | $138.40M |
| Q4 '23 | 2023-11-30 | $1.75B | $219.30M | $0.81 | $577.20M |
Q3 2026 • period ending 2026-08-31 • filed 2026-10-01
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
8.62
P/B
1.69
P/S
1.67
EV/EBITDA
10.04
EV/Sales
2.01
ROE
19.6%
ROA
9.0%
Div Yield
4.07%
FCF Yield
8.88%
Debt/Equity
0.38
Current Ratio
—
Market Cap
$12.84B
as of 2026-10-23
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
19.89M
SI % of Float
7.83%
Days to Cover
5.25
Short Vol Ratio
34.0%
Free Float
254.06M
Float %
100.0%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-24