OWL Blue Owl Capital Inc.

XNYS 10.60 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

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

OWL $10.60 —
Key stats
$10.60
52-Week Range
$7.95 – $17.00
YTD
-30.79%
IV Rank (30D)
41.46
Straddle Price
$1.20
P/C Vol Ratio
0.52
Market Cap
$7.1B
Open
$10.45
Day Range
$10.39 – $11.01
Volume
21,564,509
Prev Close
$10.33
Fair Value
+50.0% vs price

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)5.05%
Beta vs SPY1.45
Cost of Equity (CAPM)13.03% (VRP-adj)
WACC10.34%
Volatility Risk Premium+71.4pp (IV − HV30), ERP adj +50bps
Effective Tax Rate13.4%
Rev. Growth (YoY, DCF input)+10.8%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$1.3B
Return on Equity (TTM)4.0%
Book / Price76.2% — banking bias active (P/B is primary)
Gross Margin (TTM)100.0%
FCF Margin (TTM)43.1%
Debt / Equity0.67
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth-6.2% (reverse-DCF on current price)
SMA 50$10.08 (Market Anchor value)
SMA 20 / Bollinger Mid$9.33
Bollinger Width / SMA20193.2% (drives anchor stability)
Net Debt$3.4B
Market Cap$7B
Peers used for multiples: APO, ARES, BAM, BX, CG, KKR, STEP, TPG
Blended Fair Value
$27.65
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF $35.36 32%
DDM (Gordon) $14.91 26%
Peer P/E $6.12 8% median 39.7× · 7 peers
Peer EV/EBITDA $25.17 10% median 20.6× · 6 peers
Peer P/B $55.04 12% median 7.0× · 7 peers
Peer P/S $21.82 12% median 4.4× · 8 peers
Market Anchor (SMA50) $10.08 0% stability 0% (BB-width)
Options Expected (B-L 30d) $8.92 0% 8 strikes · skew +0.05
As of 2026-11-02 · updated
About
Industry (SIC)
INVESTMENT ADVICE (6282) · industry map
Exchange
XNYS
Market Cap
$7.1B
Employees
1,365
List Date
2021-05-20
CIK
0001823945
Headquarters
New York, NY
Homepage
https://www.blueowl.com

Blue Owl is one of the world's largest alternative-asset managers, $319.0 billion in total managed assets, including $190.6 billion in fee-earning AUM, at the end of March 2026. The company has three core business segments: credit strategies ($158.1 billion in total AUM and $97.2 billion in fee-earning AUM), private equity ($71.5 billion/$41.4 billion), and real estate/real assets ($89.4 billion/$52.0 billion). The firm primarily serves institutional investors (68% of AUM) and high-net-worth individuals (32%). Blue Owl operates through more than 20 offices in the Americas, and the EMEA and Asi…

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
'21'22'23'24'25'26Avg
Jan---15.90%24.68%6.44%10.26%-10.91%2.91%
Feb---4.07%-4.49%15.35%-15.34%-21.39%-5.99%
Mar--4.88%-10.65%4.89%-3.79%-14.51%-3.84%
Apr---6.72%2.36%1.72%-9.26%11.94%0.01%
May12.87%1.13%-8.32%-3.54%4.30%3.01%1.57%
Jun7.87%-16.97%14.22%-0.11%3.56%-16.43%-1.31%
Jul11.85%13.53%6.39%7.07%0.68%19.08%9.77%
Aug10.43%-2.37%-2.69%2.68%-1.70%9.68%2.67%
Sep10.75%-16.09%8.09%13.55%-8.19%-22.17%-2.34%
Oct10.58%5.81%-3.45%14.61%-2.29%15.42%6.78%
Nov-13.83%12.44%7.41%10.63%-7.18%0.00%*1.58%
Dec1.02%-4.33%9.48%0.95%-0.60%--1.30%
Total60.32%-29.84%44.90%101.69%-27.90%-32.31%19.48%
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: $9.41
SMA 50: $10.06
SMA 200: $10.29
Current: $10.59
EMA 12: $9.77
EMA 26: $9.66
MACD: 0.1111 | Signal: 0.2117
BEARISH
ADX (14): 26.42
TREND
+DI: 35.71
−DI: 11.95

Momentum Oscillators

RSI (14): 65.67
NEUTRAL
Stoch %K: 90.07
Stoch %D: 89.46
Williams %R: -17.72

Volume & Volatility

BB Upper: $10.40
BB Lower: $8.43
OVERBOUGHT
OBV: -502,836,787
Vol SMA 20: 20,817,357
Vol ROC: 26.98%
ATR: $0.42
True Range: $0.68
HV 20: 46.9%
HV 30: 43.6%
HV 60: 42.2%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: BEARISH (Confidence Level: 6/10)

Key Drivers:

  • Weak technical indicators, including a bearish MACD signal
  • Negative news sentiment, with several recent headlines highlighting potential risks
  • High volatility and beta indicate increased market risk

Primary Risks:

  • Recent earnings misses and regulatory issues may impact future growth
  • Options market pricing a $1.00 move by expiration, indicating high expectations for price swings

Investment Thesis:

OWL's recent price decline is likely driven by negative sentiment and technical indicators. While the company has faced some challenges, its underlying fundamentals remain relatively strong. However, the stock's high volatility and beta pose significant risks to investors.

Recent News Sentiment Impact:

  • The recent negative headlines (INVESTIGATION NOTICE: Girard Sharp Law Firm Encourages Former Investors of Blue Owl Technology Finance Corp. II Who Received Shares of Blue Owl Technology Finance Corp.) have likely contributed to the bearish sentiment surrounding OWL.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): BEARISH
  • Medium-term (1-3 months): NEUTRAL
  • Long-term (3-12 months): BULLISH

Support/Resistance Levels:

  • Key price levels: $9.85 (lower Bollinger Band), $10.72 (SMA 20), and $11.29 (SMA 200)

Momentum Signals:

  • RSI interpretation: NEUTRAL (32.59)
  • MACD signal: BEARISH
  • Bollinger Bands position: SQUEEZE

Volume Analysis:

  • Volume trends: DECLINING
  • Institutional interest signals: NEUTRAL

News & Sentiment Analysis

Recent Headlines Summary:

  • SEIC Shares Hit a New 52-Week High: Is There Further Upside Potential? (Zacks Investment Research, 2026-08-31) - NEUTRAL
  • 3 High-Yield Dividend Stocks to Buy Hand Over Fist in September (The Motley Fool, 2026-08-28) - POSITIVE
  • INVESTIGATION NOTICE: Girard Sharp Law Firm Encourages Former Investors of Blue Owl Technology Finance Corp. II Who Received Shares of Blue Owl Technology Finance Corp. (GlobeNewswire Inc., 2026-07-14) - NEGATIVE

Sentiment Assessment:

  • Aggregate news sentiment: NEUTRAL to NEGATIVE

Catalyst Identification:

  • No significant catalysts identified in the recent news headlines.

Market Narrative:

  • The negative headlines and weak technical indicators have created a bearish market narrative, which may be challenging for investors to overcome.

Risk & Volatility Assessment

Risk Assessment:

  • Beta: 1.66 (High risk relative to SPY)
  • Volatility Regime: HIGH
  • Options Market Signals: IV rank is 88.1%, indicating high volatility expectations.
  • Downside Protection:
    • Support levels: $9.85 (lower Bollinger Band), $10.72 (SMA 20), and $11.29 (SMA 200)
    • Risk management considerations: Investors should consider using stop-loss levels or scaling back positions if the stock continues to decline.

Market Context & Positioning

Sector Performance:

  • Sector performance relative to market: NEUTRAL

Institutional Activity:

  • Volume patterns suggesting institutional interest: NEUTRAL

Correlation Analysis:

  • Correlation with SPY: 0.45 (Low correlation)

Relative Valuation:

  • Relative position within trading range: BEARISH

Key Levels & Action Items

Critical Price Levels:

  • Support/resistance levels to monitor: $9.85, $10.72, and $11.29

Breakout/Breakdown Levels:

  • Technical levels that could trigger significant moves: The upper Bollinger Band at $12.68 and the lower Bollinger Band at $9.85.

Time-Sensitive Catalysts:

  • No significant catalysts identified in the recent news headlines.

Risk Management:

  • Stop-loss levels: Consider setting stop-loss orders around $9.50 or $10.20 if the stock continues to decline.
  • Position sizing considerations: Investors may want to scale back their positions or consider hedging strategies due to the high volatility and beta.
Generated
News
All OWL news →
Showing 1–10 of 13
Page 1 of 2
Earnings History
14 of 23 under expected move
Avg Expected Move
7.62%
Avg Actual Move
5.29%
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
2021-05-21 Pre-Market 5.76% 11.43% 1.98x Exceeded
2021-08-10 Pre-Market 8.85% 1.37% 0.15x Within
2021-11-09 Pre-Market 8.36% 5.98% 0.72x Within
2022-02-17 Pre-Market 7.47% 10.48% 1.40x Exceeded
2022-05-05 Pre-Market 10.38% 3.11% 0.30x Within
2022-08-04 Pre-Market 10.90% 4.01% 0.37x Within
2022-11-04 Pre-Market 6.32% 9.59% 1.52x Exceeded
2023-02-13 Pre-Market 5.69% 0.47% 0.08x Within
2023-05-04 Pre-Market 10.14% 6.67% 0.66x Within
2023-08-01 Pre-Market 6.33% 0.32% 0.05x Within
2023-11-02 Pre-Market 6.77% 0.88% 0.13x Within
2024-02-09 Pre-Market 5.37% 6.59% 1.23x Exceeded
2024-05-02 Pre-Market 6.60% 2.90% 0.44x Within
2024-08-01 Pre-Market 6.55% 9.91% 1.51x Exceeded
2024-10-31 Pre-Market 8.98% 3.20% 0.36x Within
2025-02-06 After-Close 7.37% 4.88% 0.66x Within
2025-05-01 Pre-Market 9.44% 3.35% 0.35x Within
2025-07-31 Pre-Market 8.20% 0.82% 0.10x Within
2025-10-30 Pre-Market 12.08% 4.23% 0.35x Within
2026-02-05 After-Close 4.51% 7.65% 1.70x Exceeded
2026-04-30 Pre-Market 6.76% 9.80% 1.45x Exceeded
2026-07-30 Pre-Market 6.02% 6.39% 1.06x Exceeded
2026-10-29 Pre-Market 6.46% 7.65% 1.18x Exceeded

Earnings calendar: this week’s reports with expected vs actual moves →

OWL Options Activity & IV Rank

OWL IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 47.7%
7-DTE IV: 58.6%
Expected Move: $1.20
7-DTE Move: $0.57
Days to Exp: 32 (2026-12-04)

Options Flow

Call Volume: 106
Put Volume: 55
P/C Volume: 0.519
BULLISH
Call OI: 113
Put OI: 71
P/C OI: 0.628
Total OI: 184

ATM Options Pricing

ATM Call: $0.57
ATM Put: $0.62
Call %: 5.4%
Put %: 5.9%

Chain Summary

Chain Volume: 28,242
Chain OI: 764,329
Last Updated: 11/2/2026
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.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 44th 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
44%
vs own history
GEX tilt
-0.33
OI-weighted, today
Vanna tilt
-0.34
δ-sensitivity to IV
Charm tilt
+0.57
δ-decay vs time
Vanna tilt -0.34: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.57: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.

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.

· 58 ATM contracts, 283k total OI
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 57.4% / Wing —
30 DTE / 10d 77%
+13.1 pts EXTREME
ATM 48.0% / Wing 61.2%

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)42.2MediumNov 2
IV Rank (30 DTE)41.5MediumNov 2
Straddle Price (30 DTE)$1.20Nov 2
Beta Analysis

Risk Metrics

Beta: 1.5097
Alpha: -45.39%
Correlation: 0.4165
R-Squared: 17.3%
Stock Volatility: 46.4%
Market Volatility: 12.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own OWL
7 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
ICONIQ Capital Family office$300.6M
8.66%
#4 of 760.0%13F
Renaissance Technologies Hedge fund
Jim Simons
$37.8M
0.05%
#430 of 3138-28.7%13F
Citadel Hedge fund
Ken Griffin
$34.8M
0.02%
#861 of 6285+17.4%13F
Millennium Management Hedge fund
Izzy Englander
$29.1M
0.02%
#902 of 3716-46.7%13F
Point72 Hedge fund
Steve Cohen
$20.5M
0.03%
#578 of 1945-35.9%13F
Soros Fund Management Family office
George Soros, Robert Soros, Jonathan Soros
$8.5M
0.11%
#140 of 251-51.8%13F
Rockefeller Capital Management Family office
Rockefeller family
$8.0M
0.01%
#799 of 4729-4.2%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

OWL Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 686,948,733 (as of 2026-09-30)

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.

607 filers719,888,005 shares$6.78B value104.80% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 68,608,868 $1.03B 15.12% 9.99% 2025-12-31
2 FMR LLC Custodian 67,704,044 $592.41M 8.74% 9.86% 2026-06-30
3 Capital World Investors 53,867,616 $471.34M 6.95% 7.84% 2026-06-30
4 Capital Research Global Investors 43,196,688 $377.97M 5.58% 6.29% 2026-06-30
5 ICONIQ Capital, LLC 34,353,844 $300.60M 4.43% 5.00% 2026-06-30
6 BlackRock, Inc. Custodian 31,602,257 $276.52M 4.08% 4.60% 2026-06-30
7 Vanguard Capital Management LLC 28,955,007 $253.36M 3.74% 4.21% 2026-06-30
8 Vanguard Portfolio Management LLC 27,628,810 $241.75M 3.57% 4.02% 2026-06-30
9 Bank of America Corp Custodian 22,597,066 $197.72M 2.92% 3.29% 2026-06-30
10 Lind Value II ApS 16,719,128 $146.29M 2.16% 2.43% 2026-06-30
11 Caption Management, LLC 15,995,905 $139.96M 2.06% 2.33% 2026-06-30
12 Morgan Stanley Custodian 14,434,733 $126.30M 1.86% 2.10% 2026-06-30
13 CIBC Private Wealth Group LLC 7,925,890 $118.41M 1.75% 1.15% 2025-12-31
14 HighTower Advisors, LLC 12,721,492 $111.31M 1.64% 1.85% 2026-06-30
15 State Street Corp 12,196,975 $106.72M 1.57% 1.78% 2026-06-30
16 AQR Capital Management, LLC Custodian 11,256,822 $97.37M 1.44% 1.64% 2026-06-30
17 Geode Capital Management, LLC Custodian 11,082,480 $97.00M 1.43% 1.61% 2026-06-30
18 UBS Group AG Custodian 9,356,222 $81.87M 1.21% 1.36% 2026-06-30
19 Susquehanna International Group, LLP Custodian 7,579,561 $66.32M 0.98% 1.10% 2026-06-30
20 OCO Capital Partners, L.P. 7,375,000 $64.53M 0.95% 1.07% 2026-06-30
21 Goldman Sachs Group Inc Custodian 6,766,936 $59.21M 0.87% 0.99% 2026-06-30
22 Norges Bank 6,603,960 $57.78M 0.85% 0.96% 2026-06-30
23 Cresset Asset Management, LLC 6,408,024 $56.07M 0.83% 0.93% 2026-06-30
24 Bank of New York Mellon Corp Custodian 6,272,339 $54.88M 0.81% 0.91% 2026-06-30
25 Capital International Investors 4,832,647 $42.29M 0.62% 0.70% 2026-06-30
41 filers$288.85M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $75.36M 26.09% 2026-06-30
2 Citadel Advisors LLC Custodian $31.66M 10.96% 2026-06-30
3 Jane Street Group, LLC Custodian $25.74M 8.91% 2026-06-30
4 NOMURA HOLDINGS INC $15.93M 5.51% 2026-06-30
5 Caption Management, LLC $14.00M 4.85% 2026-06-30
6 Goldman Sachs Group Inc Custodian $12.69M 4.39% 2026-06-30
7 GROUP ONE TRADING LLC Custodian $12.20M 4.22% 2026-06-30
8 Simplex Trading, LLC Custodian $12.12M 4.20% 2026-06-30
9 Millennium Management LLC Custodian $11.82M 4.09% 2026-06-30
10 Callodine Capital Management, LP $11.77M 4.08% 2026-06-30
11 IMC-Chicago, LLC Custodian $10.39M 3.60% 2026-06-30
12 D. E. Shaw & Co., Inc. Custodian $5.99M 2.08% 2026-06-30
13 Wolverine Trading, LLC Custodian $5.73M 1.98% 2025-09-30
14 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $5.25M 1.82% 2026-06-30
15 CAPITAL FUND MANAGEMENT S.A. $5.16M 1.79% 2026-06-30
16 TUDOR INVESTMENT CORP ET AL $4.90M 1.70% 2026-06-30
17 SIG BROKERAGE, LP $4.68M 1.62% 2026-06-30
18 PEAK6 LLC $4.37M 1.51% 2026-06-30
19 Walleye Capital LLC $3.94M 1.36% 2026-06-30
20 JPMorgan Chase & Co Custodian $2.56M 0.88% 2026-06-30
21 J. Goldman & Co LP $1.79M 0.62% 2026-06-30
22 Chescapmanager LLC $1.75M 0.61% 2026-06-30
23 Walleye Trading LLC $1.55M 0.54% 2026-06-30
24 Point72 Asset Management, L.P. $1.29M 0.45% 2026-06-30
25 UBS Group AG Custodian $1.20M 0.42% 2026-06-30
33 filers$457.93M notional
# Filer Notional Value % of Total Period
1 Caption Management, LLC $209.26M 45.70% 2026-06-30
2 Susquehanna International Group, LLP Custodian $73.46M 16.04% 2026-06-30
3 Jane Street Group, LLC Custodian $37.99M 8.30% 2026-06-30
4 BNP Paribas Financial Markets Custodian $23.80M 5.20% 2026-06-30
5 Citadel Advisors LLC Custodian $20.87M 4.56% 2026-06-30
6 PEAK6 LLC $18.60M 4.06% 2026-06-30
7 GROUP ONE TRADING LLC Custodian $13.96M 3.05% 2026-06-30
8 IMC-Chicago, LLC Custodian $10.34M 2.26% 2026-06-30
9 TUDOR INVESTMENT CORP ET AL $8.19M 1.79% 2026-06-30
10 Simplex Trading, LLC Custodian $6.82M 1.49% 2026-06-30
11 Point72 Asset Management, L.P. $3.49M 0.76% 2026-06-30
12 Crawford Fund Management, LLC $3.33M 0.73% 2026-06-30
13 Parallax Volatility Advisers, L.P. $3.02M 0.66% 2026-06-30
14 Millennium Management LLC Custodian $3.01M 0.66% 2026-06-30
15 Squarepoint Ops LLC $2.79M 0.61% 2026-06-30
16 D. E. Shaw & Co., Inc. Custodian $2.49M 0.54% 2026-06-30
17 Jefferies Financial Group Inc. $2.32M 0.51% 2026-06-30
18 Walleye Trading LLC $2.31M 0.51% 2026-06-30
19 Wolverine Trading, LLC Custodian $2.16M 0.47% 2025-09-30
20 VELA Investment Management, LLC $1.75M 0.38% 2026-06-30
21 CAPITAL FUND MANAGEMENT S.A. $1.58M 0.35% 2026-06-30
22 J. Goldman & Co LP $1.23M 0.27% 2026-06-30
23 SG Americas Securities, LLC $973.00K 0.21% 2026-06-30
24 Calamos Wealth Management LLC $913.00K 0.20% 2026-06-30
25 Walleye Capital LLC $693.00K 0.15% 2026-06-30

OWL Insider Trading (Form 4)

Latest: 2026-09-14
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
2026-09-14 Marc Zahr Co-President Other (J) −4,550,777 — EDGAR
2026-09-11 Michael Douglass Rees Co-President Gift (G) −300,000 — EDGAR
2026-09-11 Marc S Lipschultz Co-Chief Executive Officer Gift (G) −1,000,000 — EDGAR
2026-09-11 Dyal Capital SLP LP 10%+ Owner Other (J) −350,000 — EDGAR
2026-09-11 Alan Kirshenbaum Chief Financial Officer Gift (G) −10,000 — EDGAR
2026-09-11 Owl Rock Capital Partners LP 10%+ Owner Other (J) −1,010,000 — EDGAR
2026-09-01 Dyal Capital SLP LP 10%+ Owner Other (J) −500,000 — EDGAR
2026-08-07 Marc S Lipschultz Co-Chief Executive Officer Award (A) +736,464 — EDGAR
2026-08-07 Douglas I Ostrover Co-Chief Executive Officer Award (A) +736,464 — EDGAR
2026-08-07 Michael Douglass Rees Co-President Award (A) +1,007,678 — EDGAR
2026-08-07 Craig Packer Co-President Award (A) +681,229 — EDGAR
2026-08-07 Marc Zahr Co-President Award (A) +736,464 — EDGAR
2026-06-01 Dyal Capital SLP LP 10%+ Owner Other (J) −1,150,000 — EDGAR
2026-05-08 Douglas I Ostrover Co-Chief Executive Officer Award (A) +788,882 — EDGAR
2026-05-08 Claudia A Holz Director Award (A) +20,429 — 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.

OWL Insider Holdings

16 insiders · @ $10.59
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 Owl Rock Capital Feeder LLC 10%+ Owner 171,004,846 $1.81B $0 6 2025-09-02
2 Owl Rock Capital Partners LP 10%+ Owner 169,874,846 $1.80B $0 4 2026-09-11
3 Dyal Capital SLP LP 10%+ Owner 131,414,357 $1.39B $0 12 2026-09-11
4 Marc S Lipschultz Co-Chief Executive Officer 56,704,375 $600.50M $2.38M 21 2026-09-11
5 Michael Douglass Rees Co-President 10,909,723 $115.53M $0 23 2026-09-11
6 Douglas I Ostrover Co-Chief Executive Officer 7,655,333 $81.07M $2.38M 18 2026-08-07
7 Marc Zahr Co-President 6,543,145 $69.29M $0 22 2026-09-14
8 Craig Packer Co-President 6,416,974 $67.96M $1.88M 21 2026-08-07
9 Neena Reddy General Counsel and Secretary 2,376,752 $25.17M $0 7 2026-02-18
10 Sean Jason Ward Senior Managing Director 2,156,595 $22.84M $0 7 2025-02-19
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.

OWL Board & Officers

As of SEC filings through Sep 14, 2026

Directors 9

Officers 8

10% owners 3

Changes in the last 10 years (76)
Mar 26, 2025The company announced the departure of Sean Jason Ward as Senior Managing Director in an SEC filing
Mar 26, 2025Jennifer Brouse became a director
Feb 26, 2025The company announced the departure of Sean Jason Ward from the board in an SEC filing
Oct 31, 2024Andrew Charles Laurino reported in an SEC filing no longer being Senior Managing Director
Sep 13, 2024Dyal Capital SLP LP first listed as a 10% owner in an SEC filing
Jan 31, 2024Icq Bb Gp, LLC reported in an SEC filing no longer being a 10% owner
Jan 31, 2024Glide Path Solutions 2021, L.P. reported in an SEC filing no longer being a 10% owner
Jan 31, 2024Glide Path Solutions 2020, L.P. reported in an SEC filing no longer being a 10% owner
Jan 31, 2024Divesh Makan reported in an SEC filing no longer being a 10% owner
Sep 15, 2023Owl Rock Capital Partners LP first listed as a 10% owner in an SEC filing
Sep 15, 2023Owl Rock Capital Feeder LLC first listed as a 10% owner in an SEC filing
Aug 10, 2023Marc Zahr listed as Co-President (previously Pres. of Oak Street Div.) in SEC filings
Aug 10, 2023Marc S Lipschultz listed as Co-Chief Executive Officer (previously Co-President) in SEC filings
Aug 10, 2023Craig Packer listed as Co-President (previously Senior Managing Director) in SEC filings
Mar 13, 2023Koch Industries Inc reported in an SEC filing no longer being a 10% owner
Dec 29, 2021Marc Zahr became a director
Dec 29, 2021Marc Zahr became Pres. of Oak Street Div.
Dec 29, 2021Augustus, LLC became a director
Sep 20, 2021Koch Industries Inc became a 10% owner
May 20, 2021Vijay Sondhi reported in an SEC filing no longer being a director
Not reported recently (18)
  • Andrew Steven Komaroff · Last reported as a director in an SEC filing dated Jun 13, 2024
  • Blue Pool Management Ltd. · Last reported as a 10% owner in an SEC filing dated Aug 26, 2022
  • Oliver Paul Weisberg · Last reported as a 10% owner in an SEC filing dated Aug 26, 2022
  • Blue Pool Capital Ltd · Last reported as a 10% owner in an SEC filing dated Aug 26, 2022
  • Augustus, LLC · Last reported as a director in an SEC filing dated Jan 10, 2022
  • Junot Foradada · Last reported as Chief Accounting Officer in an SEC filing dated Oct 25, 2021
  • NBSH Acquisition, LLC · Last reported as a director in an SEC filing dated Jul 12, 2021
  • Co-Investment Portfolio 2021, L.P. · Last reported as a 10% owner in an SEC filing dated Jun 1, 2021
  • ICQ Tactical Opportunities TT GP, LLC · Last reported as a 10% owner in an SEC filing dated Jun 1, 2021
  • Co-Investment Portfolio GP II, LP · Last reported as a 10% owner in an SEC filing dated Jun 1, 2021
  • Tactical Opportunities Portfolio GP, LP · Last reported as a 10% owner in an SEC filing dated Jun 1, 2021
  • ICQ Co-Investment II TT GP, LLC · Last reported as a 10% owner in an SEC filing dated Jun 1, 2021
  • Tactical Opportunities Portfolio 2020, L.P. · Last reported as a 10% owner in an SEC filing dated Jun 1, 2021
  • BB Holdings AA LP · Last reported as a 10% owner in an SEC filing dated Jun 1, 2021
  • BB Holdings AC LP · Last reported as a 10% owner in an SEC filing dated Jun 1, 2021
  • Neuberger Berman Group LLC · Last reported as a director in an SEC filing dated May 28, 2021
  • Wendy Lai · Last reported as Chief Financial Officer in an SEC filing dated Oct 22, 2020
  • Thomas Wasserman · Last reported as a director in an SEC filing dated Oct 22, 2020
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.

OWL Proposed Insider Sales (Form 144)

Latest: 2026-09-01
Last 30d: 0 filings  ·  Last 90d: 2 filings · $78.3M notice value · 2 unique filers

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: NBSH Blue Investments II, LLC (1, $69.7M) · Blue Owl Exchange LP (1, $8.6M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-01 NBSH Blue Investments II, LLC 10% Stockholder 5,966,525 $69.69M 2026-09-01 Citigroup Global Markets, Inc. — EDGAR
2026-09-01 Blue Owl Exchange LP Controlled affiliate 703,725 $8.61M 2026-09-01 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-01 NBSH Blue Investments II, LLC 10% Stockholder 6,638,441 $69.50M 2026-06-01 Goldman Sachs & Co. LLC — EDGAR
2026-06-01 Blue Owl Exchange LP Controlled affiliate 1,250,000 $12.85M 2026-06-01 Morgan Stanley Smith Barney LLC … — EDGAR
2026-03-02 Blue Owl Exchange LP Controlled affiliate 906,207 $9.56M 2026-03-02 Morgan Stanley Smith Barney LLC … — EDGAR
2026-03-02 NBSH Blue Investments II, LLC 10% Stockholder 5,834,193 $62.31M 2026-03-02 J.P Morgan Securities LLC — EDGAR
2025-12-01 NBSH Blue Investments II, LLC 10% Stockholder 2,835,841 $42.62M 2025-12-01 BofA Securities, Inc. — EDGAR
2025-12-01 Blue Owl Exchange LP Controlled affiliate 710,588 $10.66M 2025-12-01 Morgan Stanley Smith Barney LLC … — EDGAR
2025-09-02 Blue Owl Exchange LP Controlled affiliate 1,450,000 $26.85M 2025-09-02 Morgan Stanley Smith Barney LLC … — EDGAR
2025-09-02 NBSH Blue Investments II, LLC 10% Stockholder 2,063,007 $37.93M 2025-09-02 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).
Recent SEC Filings
Latest: 2026-06-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-04 0001823945-26-000030 EDGAR
2026-04-30 0001823945-26-000022 EDGAR
2026-02-05 0001823945-26-000004 EDGAR
2025-12-04 0001193125-25-307277 EDGAR
2025-12-02 0001193125-25-305470 EDGAR
2025-10-30 0001823945-25-000059 EDGAR
2025-08-08 0001193125-25-177104 EDGAR
2025-07-31 0001823945-25-000044 EDGAR
2025-06-09 0001823945-25-000040 EDGAR
2025-05-01 0001823945-25-000031 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-19 0001823945-26-000009 EDGAR
2025-02-21 0001823945-25-000013 EDGAR
2024-02-23 0001823945-24-000016 EDGAR
2023-02-27 0001823945-23-000013 EDGAR
2022-02-28 0001823945-22-000022 EDGAR
2021-02-24 0001193125-21-054904 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-01 0001823945-26-000026 EDGAR
2025-11-03 0001823945-25-000063 EDGAR
2025-08-01 0001823945-25-000048 EDGAR
2025-05-05 0001823945-25-000037 EDGAR
2024-11-06 0001823945-24-000064 EDGAR
2024-08-01 0001823945-24-000054 EDGAR
2024-05-03 0001823945-24-000041 EDGAR
2023-11-02 0001823945-23-000051 EDGAR
2023-08-08 0001823945-23-000041 EDGAR
2023-05-04 0001823945-23-000029 EDGAR
ETF Holders
84 ETFs hold OWL
25 shown · $687.17M total exposure · 0.03% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.01% $185.6M — 2026-09-30
2 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.07% $132.9M — 2026-09-30
3 VBK Vanguard Morningstar Small-Cap Growth ETF Vanguard 0.17% $74.0M — 2026-09-30
4 VXF Vanguard Extended Market ETF Vanguard 0.07% $66.5M — 2026-09-30
5 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.05% $29.1M $58.1B 2026-10-30
6 VYM Vanguard High Dividend Yield ETF Vanguard 0.03% $24.3M — 2026-09-30
7 SCHM Schwab U.S. Mid-Cap ETF Nport 0.12% $17.5M — 2026-05-31
8 DON WisdomTree U.S. Midcap Dividend Fund Nport 0.43% $17.1M — 2026-06-30
9 WTV WisdomTree U.S. Value Fund Nport 0.55% $16.2M — 2026-06-30
10 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.02% $14.9M $83.2B 2026-10-30
11 IWS iShares Russell Mid-Cap Value ETF iShares (BlackRock) 0.07% $9.8M $14.9B 2026-10-30
12 FTHI First Trust BuyWrite Income ETF First Trust 0.37% $9.5M $2.6B 2026-10-30
13 VFH Vanguard Financials ETF Vanguard 0.07% $9.3M — 2026-09-30
14 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.01% $9.2M $95.5B 2026-10-30
15 PSP Invesco Global Listed Private Equity ETF Invesco 4.20% $8.9M — 2026-10-29
16 GPZ VanEck Alternative Asset Manager ETF Nport 3.50% $7.8M — 2026-06-30
17 FFLC Fidelity Fundamental Large Cap Core ETF Fidelity 0.56% $7.1M $1.3B 2026-10-29
18 KCE State Street® SPDR® S&P® Capital Markets ETF SPDR (State Street) 1.56% $6.9M $443.6M 2026-10-29
19 SCHX Schwab U.S. Large-Cap ETF Nport 0.01% $6.9M — 2026-05-31
20 TBG TBG Dividend Focus ETF Nport 2.55% $6.6M — 2026-07-31
21 KBWD Invesco KBW High Dividend Yield Financial ETF Invesco 1.94% $6.6M — 2026-10-29
22 DHS WisdomTree U.S. High Dividend Fund Nport 0.43% $6.4M — 2026-06-30
23 VT Vanguard Total World Stock ETF Vanguard 0.00% $5.0M — 2026-09-30
24 IWB iShares Russell 1000 ETF iShares (BlackRock) 0.01% $4.6M $48.0B 2026-10-30
25 IYF iShares U.S. Financials ETF iShares (BlackRock) 0.11% $4.0M $3.7B 2026-10-30
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
75.54
TTM Diluted EPS
$0.14
TTM Revenue
$3.07B
TTM Net Income
$94.56M
TTM Op. Cash Flow
$1.56B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q3 '262026-09-30$806.53M$19.96M$0.03$609.32M
Q1 '262026-03-31$753.81M$15.54M$0.02$102.81M
Q4 '252025-12-31$755.60M$47.67M$0.07$382.85M
Q3 '252025-09-30$727.99M$6.31M$0.01$433.09M
Q2 '252025-06-30$703.11M$17.43M$0.02$422.51M
Q1 '252025-03-31$683.49M$7.43M$0.01$17.59M
Q4 '242024-12-31$631.36M$20.74M$0.05$324.02M
Q3 '242024-09-30$600.88M$29.80M$0.04$326.00M
Q2 '242024-06-30$549.85M$33.95M$0.06$302.29M
Q1 '242024-03-31$513.34M$25.09M$0.04$47.25M
Q4 '232023-12-31$494.04M$18.06M$0.03$308.35M
Q3 '232023-09-30$429.65M$15.11M$0.03$281.70M
Q3 2026 • period ending 2026-09-30 • filed 2026-10-30
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
88.12
P/B
1.22
P/S
2.40
EV/EBITDA
12.35
EV/Sales
3.64
ROE
1.5%
ROA
0.7%
Div Yield
8.45%
FCF Yield
18.98%
Debt/Equity
0.66
Current Ratio
—
Market Cap
$7.07B
as of 2026-11-02
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
107.59M
SI % of Float
15.75%
Days to Cover
5.15
Short Vol Ratio
28.9%
Free Float
683.16M
Float %
99.9%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-07