Packaging Corp of America(PKG)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
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.
PKG
$233.90
—
Snapshot
$233.90
- 52-Week Range
- $189.03 – $249.51
- YTD
- +10.79%
- IV Rank (30D)
- 4.83
- Straddle Price
- $17.40
- P/C Vol Ratio
- 0.60
- Market Cap
- $20.3B
Fair Value
MODEL: SHORT
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) | 4.60% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.10% (VRP-adj) |
| WACC | 9.16% |
| Volatility Risk Premium | +21.6pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 24.4% |
| Rev. Growth (YoY, DCF input) | +9.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.09 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.7B |
| Return on Equity (TTM) | 16.1% |
| Book / Price | 22.5% |
| Gross Margin (TTM) | 20.5% |
| FCF Margin (TTM) | 7.6% |
| Debt / Equity | 0.87 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +16.3% (reverse-DCF on current price) |
| SMA 50 | $225.85 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $232.57 |
| Bollinger Width / SMA20 | 4.2% (drives anchor stability) |
| Net Debt | $3.6B |
| Market Cap | $20B |
Peers used for multiples: APD, AVY, FCX, IP, LIN, NEM, PPG, SW
Model Conviction
69%
20-Day Fair Value
≈ by Aug 21, 2026
$229.54
α -1.9%
rank 23%
40-Day Fair Value
≈ by Sep 21, 2026
$214.33
α -8.4%
rank 23%
60-Day Fair Value
≈ by Oct 20, 2026
$212.05
α -9.3%
rank 23%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $136.72 | 16% | |
| DDM (Gordon) | $108.09 | 13% | |
| Peer P/E | $280.75 | 7% | median 31.3× · 7 peers |
| Peer EV/EBITDA | $213.57 | 7% | median 10.6× · 8 peers |
| Peer P/B | $189.61 | 1% | median 3.7× · 8 peers |
| Peer P/S | $280.65 | 5% | median 2.5× · 8 peers |
| Market Anchor (SMA50) | $225.85 | 33% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $216.10 | 16% | 25 strikes · skew -0.05 |
As of 2026-07-23 · updated
Info
- Industry (SIC)
- PAPERBOARD CONTAINERS & BOXES (2650)
- Exchange
- XNYS
- Market Cap
- $20.3B
Packaging Corp. of America is the third-largest containerboard and corrugated packaging manufacturer in the United States. It produces over 5 million tons of containerboard annually. The company's share of the domestic containerboard market is roughly 10%. PCA differentiates itself from larger competitors by focusing on smaller customers and operating with a high degree of flexibility.
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 | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.06% | 23 |
| Feb | +1.49% | 23 |
| Mar | +1.32% | 23 |
| Apr | +0.76% | 23 |
| May | +0.83% | 23 |
| Jun | -1.02% | 23 |
| Jul | +5.08% | 23 |
| Aug | +0.15% | 22 |
| Sep | -0.28% | 23 |
| Oct | +0.58% | 23 |
| Nov | +2.98% | 23 |
| Dec | -0.32% | 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: $232.37
SMA 50: $226.10
SMA 200: $216.26
Current: $233.90
EMA 12: $230.40
EMA 26: $229.82
MACD: 0.5748 | Signal: -0.3857
BULLISH
ADX (14): 11.18
RANGE
+DI: 18.05
−DI: 18.12
Momentum Oscillators
RSI (14): 55.86
NEUTRAL
Stoch %K: 45.93
Stoch %D: 39.78
Williams %R: -25.50
Volume & Volatility
BB Upper: $243.47
BB Lower: $221.28
NEUTRAL
OBV: -2,240,816
Vol SMA 20: 631,946
Vol ROC: 136.29%
ATR: $6.78
True Range: $8.37
HV 20: 24.1%
HV 30: 28.3%
HV 60: 30.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-25T00:00:00 – 2026-07-23T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
8 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-24 | Pre-Market | 5.91% | 1.89% | 0.32x | Within |
| 2024-10-23 | Pre-Market | 5.44% | 1.62% | 0.30x | Within |
| 2025-01-29 | Pre-Market | 7.12% | 5.17% | 0.73x | Within |
| 2025-04-23 | After-Close | 6.31% | 2.18% | 0.35x | Within |
| 2025-07-24 | Pre-Market | 6.65% | 0.37% | 0.06x | Within |
| 2025-10-23 | Pre-Market | 7.21% | 1.48% | 0.21x | Within |
| 2026-01-28 | Pre-Market | 7.00% | 2.70% | 0.39x | Within |
| 2026-04-22 | After-Close | 8.58% | 4.77% | 0.56x | Within |
Options Activity
- IV Rank (30D)
- 4.83
- IV Rank (7D)
- 4.83
- Avg IV
- 48.4%
- Straddle (30D)
- $17.40
- Straddle (7D)
- $17.40
- P/C Volume
- 0.60
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.
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
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / 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)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 0.68
- Correlation (SPY)
- 31.8%
- R²
- 0.10
- Ann. Volatility
- 27.3%
- SPY Volatility
- 12.7%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 89,525,000 (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.
8 filers$27.79M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $12.75M | 45.90% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $8.26M | 29.71% | 2026-03-31 |
| 3 | SIMPLEX TRADING, LLC Custodian | $2.29M | 8.25% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $1.93M | 6.95% | 2026-03-31 |
| 5 | Tidal Investments LLC | $1.04M | 3.74% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $827.66K | 2.98% | 2026-03-31 |
| 7 | Walleye Trading LLC | $382.00K | 1.37% | 2026-03-31 |
| 8 | WOLVERINE TRADING, LLC Custodian | $302.78K | 1.09% | 2025-09-30 |
8 filers$27.89M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SCOPUS ASSET MANAGEMENT, L.P. | $15.92M | 57.07% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $6.05M | 21.69% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $3.46M | 12.40% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $1.10M | 3.96% | 2026-03-31 |
| 5 | IMC-Chicago, LLC Custodian | $1.08M | 3.88% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $237.90K | 0.85% | 2025-09-30 |
| 7 | Walleye Trading LLC | $21.22K | 0.08% | 2026-03-31 |
| 8 | SIMPLEX TRADING, LLC Custodian | $21.22K | 0.08% | 2026-03-31 |
Insider Activity
Latest: 2026-05-28
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 |
|---|---|---|---|---|---|---|---|
| 2026-05-28 | MARK W KOWLZAN | Chairman & CEO | Sell (S) | −9,266 | $217.08 | -$2.01M | EDGAR |
| 2026-05-13 | SAMUEL M MENCOFF | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | ROGER B PORTER | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | CHERYL K BEEBE | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | Duane C Farrington | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | KAREN E GOWLAND | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | Donna A. Harman | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | ROBERT C LYONS | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | THOMAS S SOULELES | Director | Award (A) | +591 | — | EDGAR | |
| 2026-03-31 | Kent A. Pflederer | EVP & CFO | Mixed | +3,354 | $212.25 | -$566.7K | EDGAR |
| 2026-03-31 | Charles J. Carter | EVP-Mill Ops. | Mixed | +5,407 | $212.25 | -$744.8K | EDGAR |
| 2026-03-31 | Donald R. Shirley | Exec. VP | Mixed | +4,082 | $212.25 | -$562.5K | EDGAR |
| 2026-03-31 | MARK W KOWLZAN | Chairman & CEO | Mixed | +25,789 | $212.25 | -$4.35M | EDGAR |
| 2026-03-31 | Thomas A Hassfurther | President | Mixed | +19,442 | $212.25 | -$2.68M | EDGAR |
| 2026-03-31 | Darla J. Olivier | SVP | Mixed | +1,378 | $212.25 | -$223.9K | 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
34 insiders · @ $233.90
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 | MADISON DEARBORN PARTNERS LLC | 10%+ Owner | 11,783,298 | $2.76B | $0 | 1 | 2007-01-29 |
| 2 | MADISON DEARBORN PARTNERS III LP | 10%+ Owner | 1,773,010 | $414.71M | $0 | 2 | 2007-07-23 |
| 3 | MARK W KOWLZAN | Chairman & CEO | 476,175 | $111.38M | -$48.54M | 71 | 2026-05-28 |
| 4 | SAMUEL M MENCOFF | Director | 345,719 | $80.86M | $156.4K | 19 | 2026-05-13 |
| 5 | Thomas A Hassfurther | President | 243,343 | $56.92M | -$31.69M | 84 | 2026-03-31 |
| 6 | WILLIAM J SWEENEY | Executive VP | 123,589 | $28.91M | -$3.17M | 9 | 2009-07-28 |
| 7 | RICHARD B WEST | Senior VP & CFO | 116,760 | $27.31M | -$12.73M | 22 | 2015-07-27 |
| 8 | STEPHEN T CALHOUN | VP Human Resources | 85,846 | $20.08M | -$2.66M | 17 | 2012-12-13 |
| 9 | Kent A. Pflederer | EVP & CFO | 77,275 | $18.07M | -$1.79M | 51 | 2026-03-31 |
| 10 | Charles J. Carter | EVP-Mill Ops. | 57,095 | $13.35M | -$8.56M | 50 | 2026-03-31 |
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: 2026-05-27
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $2.0M notice value
· 1 unique filer
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:
KOWLZAN MARK W (1, $2.0M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | KOWLZAN MARK W | Member of immediate family of any of the foregoing | 9,266 | $1.97M | 2026-05-27 | Northern Trust Securities, Inc. | — | EDGAR |
| 2026-02-13 | Hassfurther Thomas A | Officer | 26,450 | $6.53M | 2026-02-13 | Charles Schwab Corp. | — | EDGAR |
| 2026-02-05 | Hassfurther Thomas A | Officer | 12,129 | $2.80M | 2026-02-05 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2025-09-11 | KOWLZAN MARK W | 10% Stockholder | 25,000 | $5.38M | 2025-09-11 | Northern Trust Securities, Inc | — | EDGAR |
| 2024-12-03 | JOSEPH W VAUGHN | Officer | 2,300 | $563.3K | 2024-12-03 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-11-21 | Paul Stecko | Director | 10,500 | $2.58M | 2024-11-21 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2024-11-12 | Shirley Donald R. | Officer | 8,000 | $1.92M | 2024-11-12 | MERRILL LYNCH | — | EDGAR |
| 2024-11-08 | Robert Mundy | Officer | 12,500 | $3.00M | 2024-11-08 | UBS Financial Services Inc | — | EDGAR |
| 2024-11-06 | KOWLZAN MARK W | 10% Stockholder | 66,640 | $16.04M | 2024-11-06 | Northern Trust Securities, INC | — | EDGAR |
| 2024-11-06 | Hassfurther Thomas A | Officer | 19,738 | $4.79M | 2024-11-06 | Charles Schwab Corporation | — | 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: 2026-05-13
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-13 | 0001193125-26-221672 | EDGAR |
| 2026-04-23 | 0001193125-26-171009 | EDGAR |
| 2026-03-03 | 0001193125-26-087363 | EDGAR |
| 2026-01-28 | 0001193125-26-025053 | EDGAR |
| 2025-12-10 | 0001193125-25-313400 | EDGAR |
| 2025-12-04 | 0001193125-25-307535 | EDGAR |
| 2025-10-23 | 0001193125-25-247121 | EDGAR |
| 2025-09-02 | 0001193125-25-194049 | EDGAR |
| 2025-08-15 | 0001193125-25-181330 | EDGAR |
| 2025-08-06 | 0001193125-25-174557 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-26 | 0001193125-26-074129 | EDGAR |
| 2025-02-27 | 0000950170-25-028533 | EDGAR |
| 2024-02-29 | 0000950170-24-022794 | EDGAR |
| 2023-02-23 | 0000950170-23-003990 | EDGAR |
| 2022-02-24 | 0000950170-22-001913 | EDGAR |
| 2021-02-24 | 0001564590-21-008051 | EDGAR |
| 2020-02-26 | 0001564590-20-006774 | EDGAR |
| 2019-02-28 | 0001564590-19-005284 | EDGAR |
| 2018-02-28 | 0001564590-18-003690 | EDGAR |
| 2017-02-28 | 0000075677-17-000004 | 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 | 0001193125-26-213675 | EDGAR |
| 2025-11-06 | 0001193125-25-268514 | EDGAR |
| 2025-08-07 | 0001193125-25-175122 | EDGAR |
| 2025-05-08 | 0000950170-25-066593 | EDGAR |
| 2024-11-07 | 0000950170-24-122936 | EDGAR |
| 2024-08-08 | 0000950170-24-093466 | EDGAR |
| 2024-05-08 | 0000950170-24-055165 | EDGAR |
| 2023-11-03 | 0000950170-23-058590 | EDGAR |
| 2023-08-04 | 0000950170-23-038396 | EDGAR |
| 2023-05-03 | 0000950170-23-016955 | 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 Ratio | 28.5 |
| P/B Ratio | 4.4 |
| P/S Ratio | 2.2 |
| EV/EBITDA | 12.2 |
| TTM Revenue | $9.2B |
| TTM Net Income | $0.7B |
| TTM EPS | $8.22 |
| ROE | 16.1% |
| Dividend Yield | 2.21% |
| Debt/Equity | 0.88 |