Oshkosh Corp.(OSK)

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

OSK iron condor setups OSK expected move OSK IV rank history OSK Fibonacci levels OSK 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.

OSK $143.38 —
Snapshot
$143.38
52-Week Range
$116.77 – $180.49
YTD
+8.44%
IV Rank (30D)
41.37
Straddle Price
$10.90
P/C Vol Ratio
0.88
Market Cap
$9.1B
Fair Value
MODEL: LONG

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

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.94%
Beta vs SPY1.04
Cost of Equity (CAPM)10.67% (VRP-adj)
WACC10.29%
Volatility Risk Premium+34.5pp (IV − HV30), ERP adj +50bps
Effective Tax Rate19.8%
Rev. Growth (YoY, DCF input)+8.4%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.08 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$1.1B
Return on Equity (TTM)12.3%
Book / Price49.5% — banking bias active (P/B is primary)
Gross Margin (TTM)15.9%
FCF Margin (TTM)10.5%
Debt / Equity0.13
Quality Score1/6 — cyclical/struggling (5y DCF)
Market-Implied Growth-7.8% (reverse-DCF on current price)
SMA 50$150.42 (Market Anchor value)
SMA 20 / Bollinger Mid$150.69
Bollinger Width / SMA209.1% (drives anchor stability)
Net Debt$0.2B
Market Cap$9B
Peers used for multiples: BWA, CTSH, GM, LEA (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
20%
20-Day Fair Value
≈ by Oct 21, 2026
$145.43
α +1.4% rank 41%
40-Day Fair Value
≈ by Nov 19, 2026
$147.57
α +2.9% rank 45%
60-Day Fair Value
≈ by Dec 18, 2026
$146.51
α +2.2% rank 43%
MethodImplied PriceWeightDetail
DCF $291.45 19%
DDM (Gordon) $41.14 0%
Peer P/E $204.83 6% median 21.6× · 4 peers
Peer EV/EBITDA $113.88 6% median 6.7× · 4 peers
Peer P/B $107.15 6% median 1.5× · 4 peers
Peer P/S $116.31 6% median 0.6× · 4 peers
Market Anchor (SMA50) $150.42 38% stability 100% (BB-width)
Options Expected (B-L 30d) $144.28 19% 28 strikes · skew +0.42
As of 2026-09-22 · updated
Info
Industry (SIC)
MOTOR VEHICLES & PASSENGER CAR BODIES (3711)
Exchange
XNYS
Market Cap
$9.1B

Oshkosh is a leading maker of access equipment, specialty vehicles, and military trucks. It serves diverse end markets, including postal, firefighting, refuse/recycling collection, aviation, and construction. It is typically the market share leader or No. 2 player in North America, or even the global leader in the case of its JLG aerial work platform business. The transport segment is a leading provider of light trucks to the military and vehicles to the Postal Service. The vocational segment, featuring brands such as Pierce, AeroTech, and Volterra, offers purpose-built vehicles and equipment …

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +5.05% 23
Feb -0.25% 23
Mar +0.95% 23
Apr +1.58% 23
May -1.70% 23
Jun +0.32% 23
Jul +2.13% 23
Aug -3.12% 23
Sep -1.86% 24
Oct +1.17% 23
Nov +4.53% 23
Dec +1.82% 23
Technical Indicators

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

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

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

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

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

Trend Indicators

SMA 20: $150.69
SMA 50: $150.42
SMA 200: $146.79
Current: $143.38
EMA 12: $147.21
EMA 26: $149.22
MACD: -2.0123 | Signal: -1.0080
BEARISH
ADX (14): 16.56
RANGE
+DI: 16.57
−DI: 22.84

Momentum Oscillators

RSI (14): 40.09
NEUTRAL
Stoch %K: 18.37
Stoch %D: 18.28
Williams %R: -90.81

Volume & Volatility

BB Upper: $161.01
BB Lower: $140.37
NEUTRAL
OBV: -11,309,393
Vol SMA 20: 490,072
Vol ROC: 131.76%
ATR: $4.70
True Range: $4.99
HV 20: 29.1%
HV 30: 29.8%
HV 60: 34.5%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-23T00:00:00 – 2026-09-21T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary BULLISH (Confidence Level: 7/10)

Key drivers:

  • Strong technical momentum signals, including a bullish MACD crossover
  • Recent earnings beat and positive news sentiment
  • High institutional interest and options activity suggesting a potential short squeeze

Primary risks:

  • Overbought conditions on RSI and Stochastic indicators
  • Potential for a pullback to the 20-day SMA at $136.27

Investment thesis: Oshkosh Corporation (OSK) is poised for further upside momentum, driven by strong technical signals and positive news sentiment. While there are some risks to consider, the potential reward outweighs the risk.

Recent news sentiment impact: The recent news headlines have had a neutral-to-positive impact on OSK's stock price, with no significant catalysts driving the move. The options market is pricing in a $12.10 move by expiration, suggesting a moderate degree of volatility.

Technical Analysis

  • Trend Direction: Short-term bullish (1-4 weeks), medium-term neutral (1-3 months)
  • Support/Resistance Levels: Key price levels from moving averages and technical patterns include:
    • Upper Bollinger Band: $149.73
    • Middle Bollinger Band: $136.27
    • Lower Bollinger Band: $122.82
  • Momentum Signals:
    • RSI interpretation: Neutral (68.08)
    • MACD signal: Bullish crossover
    • Bollinger Bands position: Overbought
  • Volume Analysis: Volume trends and institutional interest signals suggest a potential short squeeze.

News & Sentiment Analysis

  • Recent Headlines Summary: The recent news headlines have been generally positive, with no significant catalysts driving the move.
  • Sentiment Assessment: Aggregate news sentiment is neutral-to-positive (55% positive).
  • Catalyst Identification: Upcoming earnings release and potential short squeeze.

Risk & Volatility Assessment

  • Beta Interpretation: High-risk stock relative to market (beta: 1.43)
  • Volatility Regime: Current volatility is higher than historical levels.
  • Options Market Signals: IV rank: 72.0% (Medium), put/call ratios suggest a moderate degree of bullish sentiment.

Market Context & Positioning

  • Sector Performance: Relative strength vs sector/market is neutral-to-positive.
  • Institutional Activity: Volume patterns suggest institutional interest and potential short squeeze.
  • Correlation Analysis: Stock moves more than market (R-squared interpretation: 0.45).
  • Relative Valuation: Position within trading range.

Key Levels & Action Items

  • Critical Price Levels: Support/resistance levels include the upper Bollinger Band at $149.73 and the middle Bollinger Band at $136.27.
  • Breakout/Breakdown Levels: Technical levels that could trigger significant moves include:
    • Upper Bollinger Band: $149.73
    • Lower Bollinger Band: $122.82
  • Time-Sensitive Catalysts: Upcoming earnings release and potential short squeeze.
  • Risk Management: Stop-loss levels at the 20-day SMA at $136.27, position sizing considerations.

I hope this analysis meets your requirements! Let me know if you have any further questions or need clarification on any points.

Generated
News
Earnings History
6 of 8 under expected move
Avg Expected Move
8.66%
Avg Actual Move
6.42%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-10-30 Pre-Market 8.33% 0.87% 0.10x Within
2025-01-30 Pre-Market 7.08% 19.21% 2.71x Exceeded
2025-04-30 Pre-Market 9.40% 5.19% 0.55x Within
2025-08-01 Pre-Market 7.51% 3.17% 0.42x Within
2025-10-29 Pre-Market 9.67% 7.99% 0.83x Within
2026-01-29 Pre-Market 8.46% 1.31% 0.15x Within
2026-05-08 Pre-Market 7.97% 12.01% 1.51x Exceeded
2026-07-28 Pre-Market 10.84% 1.58% 0.15x Within
Options Activity
IV Rank (30D)
41.37
IV Rank (7D)
41.37
Avg IV
64.3%
Straddle (30D)
$10.90
Straddle (7D)
$10.90
P/C Volume
0.88
Spread Scanner GPU
Full Algorithm Docs ↗

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

Stage 1 — Base Score (GPU scanner)

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

Stage 2 — Skew Adjustment (±25% cap)

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

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

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

Enter a ticker to scan for optimal spread opportunities.

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

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

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

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

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

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

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

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

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

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.45
Correlation (SPY)
46.4%
R²
0.22
Ann. Volatility
40.6%
SPY Volatility
13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 63,798,670 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

621 filers69,894,010 shares$9.88B value109.55% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 7,765,452 $975.57M 9.87% 12.17% 2025-12-31
2 BlackRock, Inc. Custodian 5,953,973 $913.82M 9.24% 9.33% 2026-06-30
3 Aristotle Capital Management, LLC 4,726,162 $725.38M 7.34% 7.41% 2026-06-30
4 VANGUARD PORTFOLIO MANAGEMENT LLC 4,350,323 $667.69M 6.75% 6.82% 2026-06-30
5 AQR CAPITAL MANAGEMENT LLC Custodian 3,379,539 $517.95M 5.24% 5.30% 2026-06-30
6 DIMENSIONAL FUND ADVISORS LP Custodian 3,206,164 $492.08M 4.98% 5.03% 2026-06-30
7 VANGUARD CAPITAL MANAGEMENT LLC 2,815,376 $432.10M 4.37% 4.41% 2026-06-30
8 GREENHAVEN ASSOCIATES INC 2,558,680 $392.71M 3.97% 4.01% 2026-06-30
9 STATE STREET CORP 2,084,773 $319.97M 3.24% 3.27% 2026-06-30
10 Capital Research Global Investors 1,736,850 $266.57M 2.70% 2.72% 2026-06-30
11 FMR LLC Custodian 1,701,599 $261.16M 2.64% 2.67% 2026-06-30
12 FIRST TRUST ADVISORS LP 1,400,139 $214.89M 2.17% 2.19% 2026-06-30
13 GEODE CAPITAL MANAGEMENT, LLC Custodian 1,277,120 $196.06M 1.98% 2.00% 2026-06-30
14 FRANKLIN RESOURCES INC Custodian 988,251 $151.68M 1.53% 1.55% 2026-06-30
15 BANK OF AMERICA CORP /DE/ Custodian 883,867 $135.66M 1.37% 1.39% 2026-06-30
16 NORGES BANK 858,321 $131.74M 1.33% 1.35% 2026-06-30
17 MORGAN STANLEY Custodian 835,651 $128.26M 1.30% 1.31% 2026-06-30
18 ALLIANCEBERNSTEIN L.P. 824,869 $121.43M 1.23% 1.29% 2026-06-30
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 685,753 $105.25M 1.06% 1.07% 2026-06-30
20 UBS Group AG Custodian 632,702 $97.11M 0.98% 0.99% 2026-06-30
21 Bank of New York Mellon Corp Custodian 605,914 $93.00M 0.94% 0.95% 2026-06-30
22 NORTHERN TRUST CORP Custodian 598,193 $91.81M 0.93% 0.94% 2026-06-30
23 EQUITY INVESTMENT CORP 597,697 $91.73M 0.93% 0.94% 2026-06-30
24 AMERICAN CENTURY COMPANIES INC 592,037 $90.87M 0.92% 0.93% 2026-06-30
25 PANAGORA ASSET MANAGEMENT INC 550,524 $84.49M 0.85% 0.86% 2026-06-30
13 filers$37.28M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $11.19M 30.01% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $7.89M 21.16% 2026-06-30
3 JANE STREET GROUP, LLC Custodian $4.04M 10.83% 2026-06-30
4 SIMPLEX TRADING, LLC Custodian $3.96M 10.62% 2026-06-30
5 SUMMIT SECURITIES GROUP LLC $2.69M 7.20% 2026-06-30
6 IMC-Chicago, LLC Custodian $1.86M 4.98% 2026-06-30
7 Walleye Trading LLC $1.44M 3.87% 2026-06-30
8 Twin Tree Management, LP $1.11M 2.96% 2026-06-30
9 Squarepoint Ops LLC $890.18K 2.39% 2026-06-30
10 Walleye Capital LLC $828.79K 2.22% 2026-06-30
11 DAVENPORT & Co LLC $644.62K 1.73% 2026-06-30
12 WOLVERINE TRADING, LLC Custodian $644.10K 1.73% 2025-09-30
13 GROUP ONE TRADING LLC Custodian $107.44K 0.29% 2026-06-30
9 filers$20.97M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $9.88M 47.13% 2026-06-30
2 JANE STREET GROUP, LLC Custodian $4.40M 21.00% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $3.87M 18.44% 2026-06-30
4 IMC-Chicago, LLC Custodian $1.89M 9.00% 2026-06-30
5 WOLVERINE TRADING, LLC Custodian $373.58K 1.78% 2025-09-30
6 GROUP ONE TRADING LLC Custodian $322.31K 1.54% 2026-06-30
7 SIMPLEX TRADING, LLC Custodian $107.44K 0.51% 2026-06-30
8 Walleye Capital LLC $92.09K 0.44% 2026-06-30
9 Walleye Trading LLC $30.70K 0.15% 2026-06-30
Insider Activity
Latest: 2026-09-15
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-15 John C Pfeifer Director Sell (S) −778 $150.00 -$116.7K EDGAR
2026-07-31 Steven Craig Nordlund Exec. VP & Pres., Transport Grant (A) +7,002 RSU — EDGAR
2026-07-16 Steven Craig Nordlund Exec. VP & Pres., Transport Mixed +2,393 $145.75 $348.8K EDGAR
2026-05-13 Duncan Palmer Director Sell (S) −505 $133.86 -$67.6K EDGAR
2026-05-06 Sandra E. Rowland Director Award (A) +1,110 — EDGAR
2026-05-06 David G Perkins Director Award (A) +1,110 — EDGAR
2026-05-06 Duncan Palmer Director Award (A) +1,110 — EDGAR
2026-05-06 Kimberley Metcalf-Kupres Director Award (A) +1,110 — EDGAR
2026-05-06 Tyrone Michael Jordan Director Award (A) +1,110 — EDGAR
2026-05-06 ANNETTE K CLAYTON Director Award (A) +1,110 — EDGAR
2026-05-06 Bill Burns Director Award (A) +1,110 — EDGAR
2026-05-06 Keith J. Allman Director Award (A) +1,110 — EDGAR
2026-05-06 DOUGLAS LEE DAVIS Director Award (A) +1,110 — EDGAR
2026-03-02 Anupam Khare SVP/Chief Information Officer Sell (S) −3,999 $169.07 -$676.3K EDGAR
2026-02-27 John S Verich SVP Bus Devl and Treasurer Gift (G) −115 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
76 insiders · @ $143.38
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 ROBERT G BOHN Chairman & CEO 408,167 $58.52M -$34.58M 9 2010-05-13
2 CHARLES L SZEWS Chief Executive Officer 172,698 $24.76M -$9.96M 23 2015-12-01
3 J PETER MOSLING JR Director 171,326 $24.56M -$2.83M 12 2013-01-31
4 Wilson R Jones Chief Executive Officer 164,522 $23.59M -$43.10M 86 2021-03-02
5 John C Pfeifer President & CEO 150,668 $21.60M -$116.7K 59 2026-09-15
6 David M. Sagehorn Exec. VP and CFO 140,859 $20.20M -$29.69M 70 2020-03-03
7 MATTHEW J ZOLNOWSKI Exec VP & Chief Admin Offcr 82,785 $11.87M $0 4 2009-09-16
8 JOHN W RANDJELOVIC Exec VP & CEO Fire & Emergency 77,649 $11.13M $0 2 2007-09-20
9 JOSEPH H KIMMITT Executive Vice President 59,778 $8.57M -$11.59M 64 2018-12-06
10 Frank R. Nerenhausen EVP & Pres. Access Segment 57,547 $8.25M -$14.09M 111 2023-10-17
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-09-11
Last 30d: 1 filing · $2.1M notice value  ·  Last 90d: 1 filing · $2.1M notice value · 1 unique filer · 100% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: John Pfeifer (1, $2.1M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-11 John Pfeifer Officer, Director 14,250 $2.11M 2026-09-11 J.P. Morgan Securities LLC 10b5-1 EDGAR
2026-05-12 Palmer Duncan Director 505 $67.6K 2026-05-12 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-27 Khare Anupam Officer 4,000 $676.3K 2026-02-27 Fidelity Brokerage Services LLC — EDGAR
2026-02-20 Verich John S Officer 1,050 $185.8K 2026-02-20 Fidelity Brokerage Services LLC — EDGAR
2025-11-21 Cortina Ignacio A Officer 8,000 $995.2K 2025-11-21 Fidelity Brokerage Services LLC — EDGAR
2025-08-22 Khare Anupam Officer 4,000 $556.1K 2025-08-22 Fidelity Brokerage Services LLC — EDGAR
2025-08-18 Brandt Bryan K Officer 1,732 $243.1K 2025-08-18 Fidelity Brokerage Services LLC — EDGAR
2025-08-12 Cortina Ignacio A Officer 12,725 $1.76M 2025-08-12 Fidelity Brokerage Services LLC — EDGAR
2025-08-06 Freeders James C Officer 12,125 $1.66M 2025-08-06 Fidelity Brokerage Services LLC — EDGAR
2024-04-30 SHIELY JOHN S Former Director 13,250 $1.50M 2024-04-30 Fidelity Brokerage Services LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-08
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-08 0001193125-26-213376 EDGAR
2026-05-08 0001104659-26-057760 EDGAR
2026-03-16 0001104659-26-028611 EDGAR
2026-01-29 0001193125-26-028232 EDGAR
2025-10-29 0001193125-25-254706 EDGAR
2025-08-01 0000950170-25-101111 EDGAR
2025-05-09 0001104659-25-046725 EDGAR
2025-04-30 0000950170-25-060588 EDGAR
2025-03-31 0001104659-25-029941 EDGAR
2025-01-30 0000950170-25-010807 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-17 0001193125-26-054061 EDGAR
2025-02-20 0000950170-25-024305 EDGAR
2024-02-29 0000950170-24-022841 EDGAR
2023-02-21 0000950170-23-003473 EDGAR
2021-11-16 0001564590-21-057221 EDGAR
2020-11-18 0001564590-20-054491 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-08 0001193125-26-214298 EDGAR
2025-10-29 0001193125-25-256137 EDGAR
2025-08-01 0000950170-25-101362 EDGAR
2025-04-30 0000950170-25-060988 EDGAR
2024-10-30 0000950170-24-118922 EDGAR
2024-07-31 0000950170-24-088482 EDGAR
2024-04-25 0000950170-24-048137 EDGAR
2023-10-26 0000950170-23-055497 EDGAR
2023-08-01 0000950170-23-036332 EDGAR
2023-04-27 0000950170-23-015169 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio16.4
P/B Ratio2.0
P/S Ratio0.8
EV/EBITDA9.4
TTM Revenue$10.6B
TTM Net Income$0.6B
TTM EPS$8.74
ROE12.3%
Dividend Yield1.50%
Debt/Equity0.24