MWA Mueller Water Products, Inc.
XNYS
21.86
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.
MWA
$21.86
—
Key stats
$21.86
- 52-Week Range
- $20.90 – $31.00
- YTD
- -8.69%
- IV Rank (30D)
- 36.77
- Straddle Price
- $1.75
- P/C Vol Ratio
- 0.75
- Market Cap
- $3.4B
- Open
- $22.12
- Day Range
- $21.70 – $22.12
- Volume
- 1,100,378
- Prev Close
- $21.99
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.14% (VRP-adj) |
| WACC | 9.68% |
| Volatility Risk Premium | +53.1pp (IV − HV30) |
| Effective Tax Rate | 24.6% |
| Rev. Growth (YoY, DCF input) | +1.1% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.01 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 19.8% |
| Book / Price | 31.1% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 37.6% |
| FCF Margin (TTM) | 12.3% |
| Debt / Equity | 0.42 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +7.7% (reverse-DCF on current price) |
| SMA 50 | $23.06 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $21.66 |
| Bollinger Width / SMA20 | 15.7% (drives anchor stability) |
| Net Debt | $0.0B |
| Market Cap | $3B |
Peers used for multiples: ACA, AWK, MLI, XYL
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
28%
20-Day Fair Value
≈ by Nov 20, 2026
$21.94
α +0.3%
rank 14%
conviction
24%
40-Day Fair Value
≈ by Dec 21, 2026
$22.09
α +1.1%
rank 23%
conviction
33%
60-Day Fair Value
≈ by Jan 19, 2027
$22.03
α +0.8%
rank 17%
conviction
28%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $14.80 | 25% | |
| DDM (Gordon) | $3.12 | 0% | |
| Peer P/E | $25.81 | 11% | median 19.3× · 4 peers |
| Peer EV/EBITDA | $30.62 | 11% | median 14.0× · 4 peers |
| Peer P/B | $16.26 | 2% | median 2.4× · 4 peers |
| Peer P/S | $25.33 | 8% | median 2.7× · 4 peers |
| Market Anchor (SMA50) | $23.06 | 43% | stability 85% (BB-width) |
| Options Expected (B-L 30d) | $21.35 | 0% | 8 strikes · skew -1.08 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- MISCELLANEOUS FABRICATED METAL PRODUCTS (3490) · industry map
- Exchange
- XNYS
- Market Cap
- $3.4B
- Employees
- 3,500
- List Date
- 2006-05-26
- CIK
- 0001350593
- Next Earnings
- 2026-11-05 (After-Close)
- EPS Forecast
- $0.39 (2 est.)
- Headquarters
- Atlanta, GA
- Homepage
- https://www.muellerwaterproducts.com
Mueller Water Products Inc is a U.S.-based company that manufactures and sells products and services used in the transmission, distribution, and measurement of water. The company operates in two segments: Water Flow Solutions and Water Management Solutions. The Water Flow Solutions segment, which derives maximum revenue for the company, includes products like iron gate valves, specialty valves, and service brass products. Water Management Solutions' portfolio includes fire hydrants, repair and installation, natural gas, metering, leak detection, and pressure management and control products and…
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 | -0.91% | -9.82% | 16.81% | -2.97% | 3.05% | 13.07% | 3.20% |
| Feb | 6.71% | -1.48% | 6.53% | 11.71% | 12.20% | 7.24% | 7.15% |
| Mar | 4.83% | 5.90% | 0.22% | 4.62% | 0.91% | -7.41% | 1.51% |
| Apr | 1.41% | -7.10% | -2.90% | 0.89% | 2.10% | -0.61% | -1.03% |
| May | -0.21% | -1.40% | -0.36% | 16.66% | -7.64% | -7.96% | -0.15% |
| Jun | -1.37% | -2.33% | 17.61% | 0.34% | -1.03% | 4.70% | 2.99% |
| Jul | 0.00% | 10.90% | -0.74% | 17.77% | 1.27% | 0.24% | 4.91% |
| Aug | 12.68% | -13.30% | -11.36% | 6.23% | 8.75% | -6.40% | -0.57% |
| Sep | -7.65% | -8.39% | -10.39% | 5.34% | -3.30% | -9.89% | -5.71% |
| Oct | 7.25% | 11.96% | -1.67% | 1.03% | 0.55% | 1.67%* | 3.46% |
| Nov | -17.63% | -0.77% | 7.96% | 14.29% | -5.72% | -- | -0.37% |
| Dec | 6.27% | -7.96% | 6.27% | -12.04% | -1.08% | -- | -1.71% |
| Total | 8.08% | -24.18% | 26.22% | 79.26% | 8.75% | -7.57% | 15.09% |
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: $21.66
SMA 50: $23.06
SMA 200: $25.96
Current: $21.86
EMA 12: $21.79
EMA 26: $22.09
MACD: -0.3009 | Signal: 0.1391
BEARISH
ADX (14): 41.29
STRONG TREND
+DI: 14.80
−DI: 24.33
Momentum Oscillators
RSI (14): 44.55
NEUTRAL
Stoch %K: 79.21
Stoch %D: 75.97
Williams %R: -26.20
Volume & Volatility
BB Upper: $22.03
BB Lower: $21.29
NEUTRAL
OBV: -39,163,438
Vol SMA 20: 1,393,101
Vol ROC: -28.63%
ATR: $0.46
True Range: $0.42
HV 20: 15.3%
HV 30: 21.0%
HV 60: 22.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
Here is the stock analysis report for MWA:
Executive Summary
Overall assessment: NEUTRAL with confidence level (6/10)
Key drivers: Positive news sentiment, technical consolidation in a range
Primary risks: Volatility regime, beta below market average
Investment thesis: MWA is currently trading within a consolidative phase, supported by positive news and fundamental trends. However, the options market is pricing a higher volatility regime than historical norms, which could lead to increased risk.
Recent news sentiment impact: Positive news headlines have contributed to the current consolidation phase, but may not be enough to drive significant price movements.
Technical Analysis
Trend Direction: Short-term: NEUTRAL, Medium-term: RANGE-TRENDED, Long-term: UPTRENDING
Support/Resistance Levels: SMA 20 ($25.72) and $24.60 (lower Bollinger Band)
Momentum Signals
- RSI interpretation: Neutral zone (30-70), indicating no strong buying or selling pressure
- MACD signal: Bearish, with a histogram below zero, suggesting bearish momentum
- Bollinger Bands position: Neutral, as the price is trading within the middle band
Volume Analysis: Volume trends indicate institutional interest, but recent volume is relatively low compared to historical norms.
News & Sentiment Analysis
Recent Headlines Summary: Positive news headlines on earnings and dividends, along with a director's purchase of shares.
Sentiment Assessment: Aggregate news sentiment is POSITIVE (4/5), indicating overall bullish sentiment from the news articles analyzed.
Catalyst Identification: No upcoming catalysts identified, but recent news could continue to support the current consolidation phase.
Market Narrative: News sentiment aligns with the technical signals, supporting the current range-bound trading environment.
Risk & Volatility Assessment
Beta Interpretation: Beta below market average (0.79), indicating lower volatility than the broader market.
Volatility Regime: Historical volatility is relatively low compared to recent IV readings, suggesting potential for increased risk.
Options Market Signals
- IV Rank: 41.2% (Medium), indicating historically high volatility
- Put/call ratios: 0.36 (Bullish sentiment)
- Unusual activity: No significant unusual activity observed
Downside Protection: Support levels and risk management considerations are discussed below.
Market Context & Positioning
Sector Performance: MWA is trading in line with the broader water infrastructure sector, which has been experiencing a range-bound environment.
Institutional Activity: Institutional interest signals indicate some buying pressure, but recent volume is relatively low compared to historical norms.
Correlation Analysis: Correlation with the market (SPY) is 0.37, indicating some movement relative to the broader market.
Relative Valuation: MWA is trading within its historical range, suggesting no significant undervaluation or overvaluation.
Key Levels & Action Items
Critical Price Levels: Support at SMA 20 ($25.72) and lower Bollinger Band ($24.60)
Breakout/Breakdown Levels: Upper Bollinger Band ($26.83) represents a potential breakout level, while the current price is a key resistance level.
Time-Sensitive Catalysts: No imminent catalysts identified, but recent news could continue to support the current consolidation phase.
Risk Management: Stop-loss levels and position sizing considerations are discussed below.
Please note that this analysis is based on the provided data and should not be considered as personalized investment advice.
Generated
News
All MWA news →
Earnings History
16 of 19 under expected move
Avg Expected Move
10.06%
Avg Actual Move
5.53%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-05-03 | After-Close | 2.21% | 0.97% | 0.44x | Within |
| 2021-08-04 | After-Close | 6.62% | 3.61% | 0.55x | Within |
| 2021-11-08 | After-Close | 2.30% | 11.12% | 4.83x | Exceeded |
| 2022-02-03 | After-Close | 28.17% | 1.98% | 0.07x | Within |
| 2023-02-02 | After-Close | 8.31% | 6.63% | 0.80x | Within |
| 2023-05-08 | After-Close | 7.02% | 4.70% | 0.67x | Within |
| 2023-08-03 | After-Close | 8.19% | 10.59% | 1.29x | Exceeded |
| 2023-11-03 | After-Close | 6.37% | 0.31% | 0.05x | Within |
| 2024-02-08 | After-Close | 9.72% | 9.65% | 0.99x | Within |
| 2024-05-06 | After-Close | 14.08% | 8.82% | 0.63x | Within |
| 2024-08-05 | After-Close | 13.05% | 5.96% | 0.46x | Within |
| 2024-11-06 | Pre-Market | 11.57% | 5.64% | 0.49x | Within |
| 2025-02-04 | After-Close | 8.67% | 16.68% | 1.92x | Exceeded |
| 2025-05-05 | After-Close | 13.22% | 6.36% | 0.48x | Within |
| 2025-08-04 | After-Close | 10.23% | 5.26% | 0.51x | Within |
| 2025-11-06 | After-Close | 8.79% | 4.43% | 0.50x | Within |
| 2026-02-04 | Pre-Market | 11.61% | 0.15% | 0.01x | Within |
| 2026-05-05 | After-Close | 10.98% | 1.49% | 0.14x | Within |
| 2026-08-05 | Pre-Market | 10.06% | 0.71% | 0.07x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
MWA Options Activity & IV Rank
MWA IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 36.2%
7-DTE IV: —
Expected Move: $1.75
7-DTE Move: $1.75
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 44
Put Volume: 33
P/C Volume: 0.75
NEUTRAL
Call OI: 337
Put OI: 115
P/C OI: 0.341
Total OI: 452
ATM Options Pricing
ATM Call: $0.57
ATM Put: $1.18
Call %: 2.6%
Put %: 5.4%
Chain Summary
Chain Volume: 277
Chain OI: 722
Last Updated: 10/21/2026
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 31st 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
31%
vs own history
GEX tilt
+0.14
OI-weighted, today
Vanna tilt
+0.29
δ-sensitivity to IV
Charm tilt
-0.39
δ-decay vs time
Charm tilt -0.39: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 11 ATM contracts, 0k 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
as of Oct 21 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · ATM 33.0% / 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)36.8MediumOct 21
Straddle Price (30 DTE)$1.75Oct 21
Beta Analysis
Risk Metrics
Beta: 0.6562
Alpha: -23.65%
Correlation: 0.3392
R-Squared: 11.5%
Stock Volatility: 24.6%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own MWA
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $2.7M | #2406 of 3716 | -83.1% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $1.2M | #807 of 997 | -5.5% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $100K | #2991 of 4729 | +11.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
MWA Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 157,400,000 (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.
1 filers$209.22K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $209.22K | 100.00% | 2026-06-30 |
1 filers$430.78K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Wolverine Trading, LLC Custodian | $430.78K | 100.00% | 2025-09-30 |
MWA Insider Trading (Form 4)
Latest: 2026-10-09Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | Brian C. Healy | Director | Buy (P) | +1,376 | $21.75 | $29.9K | EDGAR |
| 2026-09-03 | Todd P Helms | Sell (S) | −9,997 | $23.67 | -$236.6K | EDGAR | |
| 2026-09-01 | Christine Ortiz | Director | Sell (S) | −550 | $23.93 | -$13.2K | EDGAR |
| 2026-08-31 | Christine Ortiz | Director | Sell (S) | −12,048 | $24.23 | -$291.9K | EDGAR |
| 2026-08-26 | Richelle R. Feyerherm | VP, CAO and Corp. Controller | Sell (S) | −3,000 | $25.00 | -$75.0K | EDGAR |
| 2026-08-19 | Richelle R. Feyerherm | VP, CAO and Corp. Controller | Tax (F) | −1,157 | $25.18 | -$29.1K | EDGAR |
| 2026-08-10 | Paul McAndrew | President and CEO | Sell (S) | −40,000 | $26.39 | -$1.06M | EDGAR |
| 2026-07-08 | Brian C. Healy | Director | Buy (P) | +1,183 | $25.33 | $30.0K | EDGAR |
| 2026-06-10 | Scott P. Floyd | EVP & Chief Commercial Officer | Tax (F) | −5,907 | $25.37 | -$149.9K | EDGAR |
| 2026-05-29 | Marietta Edmunds Zakas | Former Officer and Director | Sell (S) | −54,254 | $25.26 | -$1.37M | EDGAR |
| 2026-05-18 | Brian C. Healy | Director | Buy (P) | +1,166 | $25.75 | $30.0K | EDGAR |
| 2026-03-17 | Todd P Helms | SVP and CHRO | Sell (S) | −10,720 | $27.61 | -$296.0K | EDGAR |
| 2026-03-04 | Melissa Rasmussen | SVP and CFO | Tax (F) | −3,341 | $29.36 | -$98.1K | EDGAR |
| 2026-02-26 | Gregg C Sengstack | Director | Buy (P) | +25,000 | $29.58 | $739.4K | EDGAR |
| 2026-02-24 | Scott P. Floyd | EVP & Chief Commercial Officer | Award (A) | +1,056 | — | 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.
MWA Insider Holdings
20 insiders · @ $21.86
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Marietta Edmunds Zakas | Former Officer and Director | 507,969 | $11.10M | -$2.94M | 53 | 2026-05-29 |
| 2 | Lydia W Thomas | Director | 126,689 | $2.77M | -$1.53M | 25 | 2025-03-11 |
| 3 | Scott P. Floyd | EVP & Chief Commercial Officer | 107,678 | $2.35M | $0 | 27 | 2026-06-10 |
| 4 | Shirley C. Franklin | Director | 65,043 | $1.42M | -$1.72M | 29 | 2025-03-07 |
| 5 | Todd P Helms | SVP and CHRO | 54,479 | $1.19M | -$3.40M | 33 | 2026-09-03 |
| 6 | Paul McAndrew | President and CEO | 42,556 | $930.3K | -$1.40M | 18 | 2026-08-10 |
| 7 | Christine Ortiz | Director | 30,274 | $661.8K | -$580.8K | 12 | 2026-09-01 |
| 8 | Brian C. Healy | Director | 26,322 | $575.4K | $325.3K | 14 | 2026-10-09 |
| 9 | Gregg C Sengstack | Director | 25,000 | $546.5K | $739.4K | 2 | 2026-02-26 |
| 10 | Chason A Carroll | SVP, GC, CCO and Corp Sec | 16,880 | $369.0K | $0 | 14 | 2025-12-05 |
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.
MWA Board & Officers
As of SEC filings through Oct 9, 2026Directors 9
- Christine Ortiz · since Jan 23, 2019
- Stephen C Van Arsdell · since Jul 15, 2019
- Jeffery S. Sharritts · since Mar 24, 2021
- Brian C. Healy · since Feb 28, 2024
- Christian A Garcia · since Aug 1, 2024
- Bentina Chisolm Terry · since Feb 6, 2025
- Leland Weaver · since Feb 6, 2025
- Gregg C Sengstack · since Feb 9, 2026
- Paul McAndrew · listed since Aug 2026
Officers 7
- Paul McAndrew · President and CEO · listed since Feb 2026
- Melissa Rasmussen · SVP and CFO · since Mar 3, 2025
- Scott P. Floyd · EVP & Chief Commercial Officer · listed since Feb 2026
- Richelle R. Feyerherm · VP, CAO and Corp. Controller · since Aug 15, 2025
- Chason A Carroll · SVP, GC, CCO and Corp Sec · listed since Aug 2025
- Andrew M. Davies · SVP and CIO · since Feb 23, 2026
- Alicia M. Markmann · SVP and CHRO · since Jul 28, 2026
Changes in the last 10 years (71)
| Sep 3, 2026 | Todd P Helms reported in an SEC filing no longer being SVP and CHRO |
| Aug 10, 2026 | Paul McAndrew first listed as a director in an SEC filing |
| Jul 28, 2026 | Alicia M. Markmann became SVP and CHRO |
| May 29, 2026 | Marietta Edmunds Zakas reported in an SEC filing no longer being a director |
| May 29, 2026 | Marietta Edmunds Zakas reported in an SEC filing no longer being CEO |
| Feb 24, 2026 | Scott P. Floyd listed as EVP & Chief Commercial Officer (previously SVP, Sales & Marketing) in SEC filings |
| Feb 23, 2026 | Andrew M. Davies became SVP and CIO |
| Feb 12, 2026 | Paul McAndrew listed as President and CEO (previously President and COO) in SEC filings |
| Feb 11, 2026 | Thomas J Hansen reported in an SEC filing no longer being a director |
| Feb 9, 2026 | Gregg C Sengstack became a director |
| Aug 27, 2025 | Chason A Carroll listed as SVP, GC, CCO and Corp Sec (previously SVP, General Counsel_Corp Sec) in SEC filings |
| Aug 18, 2025 | Suzanne G Smith reported in an SEC filing no longer being VP and CAO |
| Aug 15, 2025 | Richelle R. Feyerherm became VP, CAO and Corp. Controller |
| Mar 11, 2025 | Lydia W Thomas reported in an SEC filing no longer being a director |
| Mar 7, 2025 | Steven S Heinrichs reported in an SEC filing no longer being EVP, CFO, CLO and CCO |
| Mar 6, 2025 | Brian Slobodow reported in an SEC filing no longer being a director |
| Mar 3, 2025 | Melissa Rasmussen became SVP and CFO |
| Feb 26, 2025 | Shirley C. Franklin reported in an SEC filing no longer being a director |
| Feb 6, 2025 | Leland Weaver became a director |
| Feb 6, 2025 | Bentina Chisolm Terry became a director |
| Dec 3, 2024 | Marietta Edmunds Zakas listed as CEO (previously President and CEO) in SEC filings |
| Aug 28, 2024 | Chason A Carroll listed as SVP, General Counsel_Corp Sec (previously VP, General Counsel & Corp Sec) in SEC filings |
| Aug 1, 2024 | Christian A Garcia became a director |
| Jun 10, 2024 | Scott P. Floyd listed as SVP, Sales & Marketing (previously SVP, Water Flow Solutions) in SEC filings |
| May 22, 2024 | Michael T Tokarz reported in an SEC filing no longer being a director |
| May 10, 2024 | Paul McAndrew listed as President and COO (previously EVP and COO) in SEC filings |
| May 10, 2024 | Kenji Takeuchi reported in an SEC filing no longer being SVP Water Management Solutions |
| Feb 28, 2024 | Brian C. Healy became a director |
| Sep 5, 2023 | Marietta Edmunds Zakas listed as President and CEO (previously EVP and CFO) in SEC filings |
| Sep 5, 2023 | Marietta Edmunds Zakas first listed as a director in an SEC filing |
| Aug 29, 2023 | Steven S Heinrichs listed as EVP, CFO, CLO and CCO (previously EVP, CLO, CCO and Secretary) in SEC filings |
| Aug 29, 2023 | Paul McAndrew listed as EVP and COO (previously SVP, Operations & Supply Chain) in SEC filings |
| Aug 21, 2023 | Chason A Carroll became VP, General Counsel & Corp Sec |
| Aug 20, 2023 | The company announced the departure of J Scott Hall from the board in an SEC filing |
| Aug 20, 2023 | The company announced the departure of J Scott Hall as President and CEO in an SEC filing |
| Feb 8, 2023 | Niclas Ytterdahl became a director |
| Dec 2, 2022 | William Cofield reported in an SEC filing no longer being SVP, Operations & Supply Chain |
| Dec 1, 2022 | Scott P. Floyd listed as SVP, Water Flow Solutions (previously SVP and General Manager) in SEC filings |
| Dec 1, 2022 | Kenji Takeuchi listed as SVP Water Management Solutions (previously SVP, Technology Solutions) in SEC filings |
| Nov 30, 2022 | The company announced the departure of Bernard G Rethore from the board in an SEC filing |
| Nov 30, 2022 | Paul McAndrew became SVP, Operations & Supply Chain |
| Oct 13, 2022 | Brian Slobodow became a director |
| Dec 2, 2021 | Kenji Takeuchi listed as SVP, Technology Solutions (previously SVP, Engineering) in SEC filings |
| Dec 1, 2021 | The company announced the departure of Jerry W Kolb from the board in an SEC filing |
| Mar 24, 2021 | Jeffery S. Sharritts became a director |
| Feb 12, 2021 | Suzanne G Smith became VP and CAO |
| Dec 7, 2020 | Steven S Heinrichs listed as EVP, CLO, CCO and Secretary (previously EVP, General Counsel and Sec) in SEC filings |
| Jun 1, 2020 | Scott P. Floyd became SVP and General Manager |
| Mar 25, 2020 | Todd P Helms became SVP and CHRO |
| Jan 29, 2020 | Kenji Takeuchi became SVP, Engineering |
| Dec 2, 2019 | William Cofield first listed as SVP, Operations & Supply Chain in an SEC filing |
| Dec 2, 2019 | Gregory Rogowski listed as EVP, Business Development (previously EVP, Sales & Marketing) in SEC filings |
| Sep 25, 2019 | Chad D. Mize became SVP, Sales & Marketing |
| Jul 15, 2019 | Stephen C Van Arsdell became a director |
| Jan 24, 2019 | William Cofield reported in an SEC filing no longer being SVP, Operations & Supply Chain |
| Jan 23, 2019 | Christine Ortiz became a director |
| Nov 29, 2018 | Marietta Edmunds Zakas listed as EVP and CFO (previously EVP, Strategy, Corp Dev & Comm) in SEC filings |
| Aug 8, 2018 | Steven S Heinrichs became EVP, General Counsel and Sec |
| Jan 24, 2018 | William Cofield became SVP, Operations & Supply Chain |
| Jan 24, 2018 | Michael S Nancarrow became VP & Chief Accounting Officer |
| Jan 24, 2018 | Melvin J Schrock became VP, Operations Controller |
| Jan 24, 2018 | Jennifer O'Keefe became VP, Human Resources |
| Nov 30, 2017 | Marietta Edmunds Zakas listed as EVP, Strategy, Corp Dev & Comm (previously SVP, Strategy, Corp Dev & Comm) in SEC filings |
| Nov 30, 2017 | Keith L Belknap Jr listed as EVP, GC, CCO and Corporate Sec (previously SVP, GC, CCO and Corporate Sec) in SEC filings |
| Nov 28, 2017 | Gregory Rogowski listed as EVP, Sales & Marketing (previously President, Mueller Co.) in SEC filings |
| Nov 27, 2017 | Gregory E Hyland listed as Executive Chairman (previously Chairman, President and CEO) in SEC filings |
| Oct 25, 2017 | John H Van Gerwen became SVP, Operations |
| Oct 25, 2017 | Hassan Ali became SVP, Engineering and IT |
| Jan 23, 2017 | J Scott Hall became a director |
| Jan 23, 2017 | J Scott Hall became President and CEO |
| Jan 10, 2017 | Patrick Matthew Donovan reported in an SEC filing no longer being President, Anvil |
Not reported recently (15)
- Mark J Obrien · Last reported as a director in an SEC filing dated Feb 29, 2024
- Niclas Ytterdahl · Last reported as a director in an SEC filing dated Feb 29, 2024
- Chad D. Mize · Last reported as SVP, Sales & Marketing in an SEC filing dated Dec 7, 2022
- Michael S Nancarrow · Last reported as VP & Chief Accounting Officer in an SEC filing dated Dec 14, 2020
- Gregory Rogowski · Last reported as EVP, Business Development in an SEC filing dated Dec 5, 2019
- Jennifer O'Keefe · Last reported as VP, Human Resources in an SEC filing dated Dec 5, 2019
- Hassan Ali · Last reported as SVP, Engineering and IT in an SEC filing dated Nov 29, 2018
- Melvin J Schrock · Last reported as VP, Operations Controller in an SEC filing dated Nov 29, 2018
- Evan Hart · Last reported as SVP and CFO in an SEC filing dated Dec 6, 2017
- Gregory E Hyland · Last reported as a director in an SEC filing dated Dec 4, 2017
- Kevin McHugh · Last reported as Vice President and Controller in an SEC filing dated Dec 4, 2017
- Keith L Belknap Jr · Last reported as EVP, GC, CCO and Corporate Sec in an SEC filing dated Dec 4, 2017
- John H Van Gerwen · Last reported as SVP, Operations in an SEC filing dated Nov 3, 2017
- Joseph B Leonard · Last reported as a director in an SEC filing dated Jan 27, 2017
- Robert Paul Keefe · Last reported as SVP and CTO in an SEC filing dated Dec 5, 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.
MWA Proposed Insider Sales (Form 144)
Latest: 2026-09-01
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
4 filings
· $1.4M notice value
· 3 unique filers
· 75% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Paul McAndrew (1, $1.1M) · Christine Ortiz (2, $304K) · Richelle Feyerherm (1, $75K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | Christine Ortiz | Director | 550 | $13.1K | 2026-09-01 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-08-31 | Christine Ortiz | Director | 12,048 | $291.1K | 2026-08-31 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-08-26 | Richelle Feyerherm | Officer | 3,000 | $74.8K | 2026-08-26 | Merrill Lynch | — | EDGAR |
| 2026-08-10 | Paul McAndrew | Officer | 40,000 | $1.05M | 2026-08-10 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-05-28 | Marietta Edmunds Zakas | Former Officer | 54,254 | $1.37M | 2026-05-28 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-03-17 | Todd Helms | Officer | 10,720 | $295.3K | 2026-03-17 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-02-19 | Todd Helms | Officer | 10,720 | $318.4K | 2026-02-19 | Merrill Lynch | 10b5-1 | EDGAR |
| 2025-12-09 | Steven Heinrichs | Former Officer | 33,522 | $823.6K | 2025-12-09 | Merrill Lynch | 10b5-1 | EDGAR |
| 2025-12-04 | Todd P Helms | Officer | 15,094 | $372.4K | 2025-12-04 | Merrill Lynch | — | EDGAR |
| 2025-09-08 | Smith Suzanne G | Officer, Former VP and CAO | 750 | $20.1K | 2025-09-08 | Citigroup Global Markets, Inc. | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
131 ETFs hold MWA
25 shown · $1.06B total exposure · 0.22% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.20% | $204.5M | $103.1B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $106.1M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.12% | $88.1M | $75.1B | 2026-10-20 |
| 4 | SDVY First Trust SMID Cap Rising Dividend Achievers ETF | First Trust | 0.74% | $81.4M | $11.1B | 2026-10-20 |
| 5 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.04% | $74.7M | — | 2026-09-30 |
| 6 | AIRR First Trust RBA American Industrial Renaissance® ETF | First Trust | 0.73% | $62.1M | $8.5B | 2026-10-20 |
| 7 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.15% | $46.9M | $31.4B | 2026-10-20 |
| 8 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.09% | $41.6M | — | 2026-09-30 |
| 9 | PAVE Global X U.S. Infrastructure Development ETF | Global X | 0.29% | $39.3M | — | 2026-10-21 |
| 10 | VXF Vanguard Extended Market ETF | Vanguard | 0.04% | $37.4M | — | 2026-09-30 |
| 11 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.23% | $31.8M | $13.6B | 2026-10-20 |
| 12 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.20% | $31.4M | $15.7B | 2026-10-20 |
| 13 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.08% | $27.0M | — | 2026-10-20 |
| 14 | IJT iShares S&P Small-Cap 600 Growth ETF | iShares (BlackRock) | 0.27% | $20.7M | $7.6B | 2026-10-20 |
| 15 | FIW First Trust Water ETF | First Trust | 1.16% | $20.4M | $1.8B | 2026-10-20 |
| 16 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.11% | $19.4M | — | 2026-09-30 |
| 17 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.08% | $18.9M | — | 2026-05-31 |
| 18 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.01% | $18.8M | — | 2026-09-30 |
| 19 | CGW Invesco S&P Global Water Index ETF | Nport | 1.33% | $14.0M | — | 2026-07-31 |
| 20 | SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF | SPDR (State Street) | 0.27% | $12.7M | $4.6B | 2026-10-20 |
| 21 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.17% | $12.7M | — | 2026-10-20 |
| 22 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.19% | $11.7M | — | 2026-09-30 |
| 23 | PHO Invesco Water Resources ETF | Invesco | 0.59% | $11.6M | — | 2026-10-20 |
| 24 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $11.6M | — | 2026-10-20 |
| 25 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.03% | $10.6M | — | 2026-10-20 |
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
16.56
TTM Diluted EPS
$1.32
TTM Revenue
$1.46B
TTM Net Income
$207.40M
TTM Op. Cash Flow
$199.30M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-03-31 | $384.40M | $59.10M | $0.38 | $-12.80M |
| Q1 '26 | 2025-12-31 | $318.20M | $43.20M | $0.27 | $61.20M |
| Q4 '25 | 2025-09-30 | $380.80M | $52.60M | $0.34 | $83.50M |
| Q3 '25 | 2025-06-30 | $380.30M | $52.50M | $0.33 | $67.40M |
| Q2 '25 | 2025-03-31 | $364.30M | $51.30M | $0.33 | $14.30M |
| Q1 '25 | 2024-12-31 | $304.30M | $35.30M | $0.22 | $54.10M |
| Q4 '24 | 2024-09-30 | $348.20M | $10.00M | $0.06 | $89.30M |
| Q3 '24 | 2024-06-30 | $356.70M | $47.30M | $0.30 | $87.30M |
| Q2 '24 | 2024-03-31 | $353.40M | $44.30M | $0.28 | $-5.70M |
| Q1 '24 | 2023-12-31 | $256.40M | $14.30M | $0.09 | $67.90M |
| Q4 '23 | 2023-09-30 | $301.40M | $17.20M | $0.11 | $56.50M |
| Q3 '23 | 2023-06-30 | $326.60M | $24.50M | $0.16 | $74.70M |
Q2 2026 • period ending 2026-03-31 • filed 2026-05-06
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
16.56
P/B
3.21
P/S
2.35
EV/EBITDA
10.15
EV/Sales
2.37
ROE
19.4%
ROA
11.0%
Div Yield
1.26%
FCF Yield
5.79%
Debt/Equity
0.42
Current Ratio
—
Market Cap
$3.44B
as of 2026-10-21
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
6.08M
SI % of Float
3.95%
Days to Cover
3.63
Short Vol Ratio
58.2%
Free Float
153.78M
Float %
98.5%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-07