PPL PPL Corporation

XNYS 34.58 Delayed
Find condors

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.

PPL $34.58 —
Key stats
$34.58
52-Week Range
$31.55 – $40.10
YTD
-1.51%
IV Rank (30D)
13.22
Straddle Price
$1.55
P/C Vol Ratio
0.89
Market Cap
$26.0B
Open
$34.81
Day Range
$34.52 – $34.87
Volume
7,290,537
Prev Close
$34.61
Fair Value
MODEL: NEUTRAL

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

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.09%
Beta vs SPY0.60
Cost of Equity (CAPM)8.10% (VRP-adj)
WACC6.99%
Volatility Risk Premium+14.8pp (IV − HV30)
Effective Tax Rate19.6%
Rev. Growth (YoY, DCF input)+30.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-2.0B
Return on Equity (TTM)8.4%
Book / Price58.1% — banking bias active (P/B is primary)
Gross Margin (TTM)80.7%
FCF Margin (TTM)-21.4%
Debt / Equity1.27
Quality Score3/6 — normal (10y DCF)
SMA 50$34.16 (Market Anchor value)
SMA 20 / Bollinger Mid$33.53
Bollinger Width / SMA2036.4% (drives anchor stability)
Net Debt$17.8B
Market Cap$26B
Peers used for multiples: AEP, CEG, DUK, ETR, NEE, SO, SRE, XEL
60-Day Conviction
18%
20-Day Fair Value
≈ by Nov 19, 2026
$35.38
α +2.3% rank 75%
conviction
94%
40-Day Fair Value
≈ by Dec 18, 2026
$35.43
α +2.5% rank 75%
conviction
74%
60-Day Fair Value
≈ by Jan 18, 2027
$34.41
α -0.5% rank 75%
conviction
18%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) $38.16 40%
Peer P/E $39.39 15% median 21.8× · 8 peers
Peer EV/EBITDA $51.34 15% median 13.9× · 8 peers
Peer P/B $45.75 15% median 2.3× · 8 peers
Peer P/S $45.33 15% median 3.3× · 8 peers
Market Anchor (SMA50) $34.16 0% stability 0% (BB-width)
Options Expected (B-L 30d) $33.02 0% 9 strikes · skew -0.88
As of 2026-10-21 · updated
About
Industry (SIC)
ELECTRIC SERVICES (4911) · industry map
Exchange
XNYS
Market Cap
$26.0B
Employees
6,546
List Date
1948-09-17
CIK
0000922224
Next Earnings
2026-11-04 (Pre-Market)
EPS Forecast
$0.53 (4 est.)
Headquarters
Allentown, PA
Homepage
https://www.pplweb.com

PPL is a holding company of regulated utilities in Pennsylvania, Kentucky, and Rhode Island. The Pennsylvania regulated delivery and transmission segment distributes electricity to customers in central and eastern Pennsylvania. In Kentucky, LG&E and KU are involved in regulated electricity generation, transmission, and distribution. LG&E also provides regulated natural gas distribution. Rhode Island Energy operates electric and gas utilities in the state.

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
Jan0.33%-1.53%1.37%-4.76%4.41%3.25%0.51%
Feb-6.30%-11.35%-8.58%-0.75%4.14%8.82%-2.34%
Mar7.25%12.22%4.16%5.32%1.23%-1.37%4.80%
Apr1.25%-2.45%4.13%-0.15%1.22%-2.42%0.26%
May-0.10%7.36%-8.93%4.75%-3.69%-5.88%-1.08%
Jun-3.55%-9.36%1.38%-5.50%-2.39%5.30%-2.35%
Jul0.39%4.76%3.22%8.63%5.00%-1.29%3.45%
Aug3.13%0.28%-8.82%5.28%2.27%-3.04%-0.15%
Sep-7.19%-13.42%-4.85%3.02%2.03%-4.58%-4.17%
Oct3.00%1.65%8.96%-2.02%-0.19%5.56%*2.83%
Nov-5.02%11.10%5.75%10.68%1.35%--4.77%
Dec7.78%-0.24%2.34%-5.75%-2.18%--0.39%
Total-0.34%-4.71%-2.00%18.49%13.55%3.32%4.72%
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: $33.65
SMA 50: $34.15
SMA 200: $36.07
Current: $34.58
EMA 12: $34.30
EMA 26: $34.04
MACD: 0.2594 | Signal: 0.1577
BULLISH
ADX (14): 20.59
WEAK TREND
+DI: 23.96
−DI: 18.07

Momentum Oscillators

RSI (14): 56.96
NEUTRAL
Stoch %K: 72.99
Stoch %D: 78.48
Williams %R: -26.10

Volume & Volatility

BB Upper: $35.65
BB Lower: $31.64
NEUTRAL
OBV: 177,431,730
Vol SMA 20: 7,335,536
Vol ROC: 6.05%
ATR: $0.59
True Range: $0.35
HV 20: 16.3%
HV 30: 17.0%
HV 60: 17.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report - PPL Corporation

Executive Summary

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

Key Drivers: Strong technical support, low volatility, and mixed news sentiment.

Primary Risks: Potential upside limited by current price levels, moderate risk due to beta being below market average.

Investment Thesis: PPL Corporation's stock is currently trading near its lower Bollinger Band, indicating a potential buy signal. However, the recent negative news headlines have created some uncertainty, making it essential to monitor the stock's performance closely.

Recent News Sentiment Impact: The positive news headline about forming a bottoming base has partially offset the negative sentiment from the risk assessment report, resulting in a neutral overall sentiment impact.

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 from moving averages and technical patterns: * SMA 20: $37.07 * SMA 50: $36.66 * Upper Bollinger Band: $38.16 * Middle Bollinger Band: $37.07 * Lower Bollinger Band: $35.98

Momentum Signals: * RSI (14): 50.20 (neutral) * MACD: -0.10 / Signal: -0.08 / Histogram: -0.02 (bearish)

Volume Analysis: Volume trends and institutional interest signals: * Volume SMA 20: 5337440.70 * On-Balance Volume (OBV): 111182156.00 * Volume Rate of Change: 0.19%

News & Sentiment Analysis

Recent Headlines Summary: The news headlines highlight a mix of positive and negative sentiment, with the positive headline about forming a bottoming base partially offsetting the negative risk assessment report.

Sentiment Assessment: Neutral (Positive + Negative)

Catalyst Identification: Upcoming earnings information not available, but potential catalysts could include product launches or regulatory changes.

Market Narrative: The news headlines and technical signals are currently diverging, creating some uncertainty in the market narrative.

Risk & Volatility Assessment

Beta Interpretation: Low risk (beta 0.20 vs SPY)

Volatility Regime: Current volatility is relatively low compared to historical levels

Options Market Signals: IV Rank: 12.7% (Low), Current IV: 29.2%, Expected Move: $2.27

Downside Protection: Support levels: * SMA 20: $37.07 * Lower Bollinger Band: $35.98

Market Context & Positioning

Sector Performance: Relative strength vs sector/market not available due to lack of earnings data

Institutional Activity: Moderate institutional interest based on volume patterns and options activity

Correlation Analysis: Correlation with market (R-squared) not available due to lack of earnings data

Relative Valuation: Position within trading range: Neutral

Key Levels & Action Items

Critical Price Levels: * Upper Bollinger Band: $38.16 * Middle Bollinger Band: $37.07 * Lower Bollinger Band: $35.98

Breakout/Breakdown Levels: None identified based on current data

Time-Sensitive Catalysts: Earnings dates not available, but potential catalysts could include product launches or regulatory changes.

Risk Management: Stop-loss levels and position sizing considerations: * Use SMA 20 as a stop-loss level * Position size should be moderate due to low volatility

Overall, the analysis suggests that PPL Corporation's stock is currently trading near its lower Bollinger Band, indicating a potential buy signal. However, the recent negative news headlines have created some uncertainty, making it essential to monitor the stock's performance closely.

Generated
News
All PPL news →
Showing 1–10 of 50
Page 1 of 5
Earnings History
22 of 22 under expected move
Avg Expected Move
3.34%
Avg Actual Move
1.22%
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
2021-02-18 Pre-Market 1.78% 1.07% 0.60x Within
2021-05-06 Pre-Market 2.77% 0.28% 0.10x Within
2021-08-05 Pre-Market 3.69% 1.51% 0.41x Within
2021-11-04 Pre-Market 3.07% 1.43% 0.47x Within
2022-05-05 Pre-Market 4.33% 0.31% 0.07x Within
2022-08-03 Pre-Market 3.44% 0.38% 0.11x Within
2022-11-04 Pre-Market 3.01% 1.58% 0.52x Within
2023-02-17 Pre-Market 2.11% 1.27% 0.60x Within
2023-05-04 Pre-Market 3.37% 0.74% 0.22x Within
2023-08-04 Pre-Market 3.49% 2.07% 0.59x Within
2023-11-02 Pre-Market 3.85% 1.54% 0.40x Within
2024-02-16 Pre-Market 2.68% 0.68% 0.25x Within
2024-05-01 Pre-Market 3.64% 1.97% 0.54x Within
2024-08-02 Pre-Market 2.97% 1.09% 0.37x Within
2024-11-01 Pre-Market 4.84% 3.07% 0.63x Within
2025-02-13 Pre-Market 1.96% 0.32% 0.16x Within
2025-04-30 Pre-Market 3.98% 0.30% 0.08x Within
2025-07-31 Pre-Market 4.79% 0.97% 0.20x Within
2025-11-05 Pre-Market 4.00% 0.33% 0.08x Within
2026-02-20 Pre-Market 2.43% 1.27% 0.52x Within
2026-05-08 Pre-Market 3.20% 2.34% 0.73x Within
2026-08-07 Pre-Market 4.04% 2.43% 0.60x Within

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

PPL Options Activity & IV Rank

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

Volatility Metrics

Current IV: 19.8%
7-DTE IV: —
Expected Move: $1.55
7-DTE Move: $1.55
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 79
Put Volume: 70
P/C Volume: 0.886
NEUTRAL
Call OI: 3,435
Put OI: 540
P/C OI: 0.157
Total OI: 3,975

ATM Options Pricing

ATM Call: $0.70
ATM Put: $0.85
Call %: 2.0%
Put %: 2.5%

Chain Summary

Chain Volume: 2,112
Chain OI: 32,372
Last Updated: 10/21/2026
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
LOW γ vs HISTORY

Estimated net dealer gamma is at the 10th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
10%
vs own history
GEX tilt
-0.08
OI-weighted, today
Vanna tilt
+0.74
δ-sensitivity to IV
Charm tilt
-0.50
δ-decay vs time
Vanna tilt +0.74: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.50: the estimated dealer exposure leans negative, 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.

· 29 ATM contracts, 20k 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
as of Oct 21 · No data
30 DTE / 10d 76%
+13.4 pts EXTREME
as of Oct 21 · ATM 18.9% / Wing 32.3%

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)13.2LowOct 21
Straddle Price (30 DTE)$1.55Oct 21
Beta Analysis

Risk Metrics

Beta: -0.0395
Alpha: -5.95%
Correlation: -0.0276
R-Squared: 0.1%
Stock Volatility: 18.2%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own PPL
6 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$521.8M
0.30%
#43 of 6285+72.4%13F
Millennium Management Hedge fund
Izzy Englander
$375.8M
0.25%
#44 of 3716+20.4%13F
Point72 Hedge fund
Steve Cohen
$343.4M
0.53%
#27 of 1945+54.0%13F
Bridgewater Associates Hedge fund
Ray Dalio
$53.4M
0.22%
#74 of 997+245.1%13F
Soros Fund Management Family office
George Soros, Robert Soros, Jonathan Soros
$22.1M
0.29%
#94 of 251+418.2%13F
Rockefeller Capital Management Family office
Rockefeller family
$2.6M
0.00%
#1256 of 4729+29.8%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

PPL Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 746,834,250 (as of 2026-03-31)

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

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

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

1,070 filers780,476,323 shares$28.26B value104.50% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 90,113,154 $3.16B 11.17% 12.07% 2025-12-31
2 BlackRock, Inc. Custodian 67,100,264 $2.44B 8.63% 8.98% 2026-06-30
3 Vanguard Capital Management LLC 47,876,837 $1.74B 6.16% 6.41% 2026-06-30
4 State Street Corp 40,497,920 $1.48B 5.25% 5.42% 2026-06-30
5 Vanguard Portfolio Management LLC 37,684,426 $1.37B 4.85% 5.05% 2026-06-30
6 T. Rowe Price Investment Management, Inc. 32,432,874 $1.18B 4.17% 4.34% 2026-06-30
7 Invesco Ltd. Custodian 28,821,623 $1.05B 3.71% 3.86% 2026-06-30
8 Wellington Management Group LLP Custodian 21,372,119 $776.88M 2.75% 2.86% 2026-06-30
9 Geode Capital Management, LLC Custodian 19,940,050 $721.96M 2.56% 2.67% 2026-06-30
10 Morgan Stanley Custodian 16,397,552 $596.05M 2.11% 2.20% 2026-06-30
11 FMR LLC Custodian 16,262,056 $591.13M 2.09% 2.18% 2026-06-30
12 Franklin Resources, Inc. Custodian 16,174,111 $587.93M 2.08% 2.17% 2026-06-30
13 Barclays PLC Custodian 14,738,460 $535.74M 1.90% 1.97% 2026-06-30
14 Citadel Advisors LLC Custodian 14,356,145 $521.85M 1.85% 1.92% 2026-06-30
15 Bank of America Corp Custodian 11,327,646 $411.76M 1.46% 1.52% 2026-06-30
16 Millennium Management LLC Custodian 10,337,308 $375.76M 1.33% 1.38% 2026-06-30
17 FEDERATED HERMES, INC. 9,477,781 $344.52M 1.22% 1.27% 2026-06-30
18 Qube Research & Technologies Ltd 9,378,230 $340.90M 1.21% 1.26% 2026-06-30
19 Jane Street Group, LLC Custodian 9,241,378 $335.92M 1.19% 1.24% 2026-06-30
20 Point72 Asset Management, L.P. 8,354,771 $303.70M 1.07% 1.12% 2026-06-30
21 Northern Trust Corp Custodian 7,626,715 $277.23M 0.98% 1.02% 2026-06-30
22 Goldman Sachs Group Inc Custodian 6,912,520 $251.27M 0.89% 0.93% 2026-06-30
23 AllianceBernstein L.P. 5,533,224 $211.37M 0.75% 0.74% 2026-06-30
24 JPMorgan Chase & Co Custodian 5,323,293 $195.58M 0.69% 0.71% 2026-06-30
25 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 5,283,738 $192.06M 0.68% 0.71% 2026-06-30
20 filers$155.96M notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $38.06M 24.40% 2026-06-30
2 Jane Street Group, LLC Custodian $27.59M 17.69% 2026-06-30
3 Susquehanna International Group, LLP Custodian $18.29M 11.73% 2026-06-30
4 Balyasny Asset Management L.P. $18.18M 11.65% 2026-06-30
5 Walleye Trading LLC $10.82M 6.94% 2026-06-30
6 IMC-Chicago, LLC Custodian $9.88M 6.33% 2026-06-30
7 Zimmer Partners, LP $9.09M 5.83% 2026-06-30
8 Simplex Trading, LLC Custodian $6.72M 4.31% 2026-06-30
9 GROUP ONE TRADING LLC Custodian $4.49M 2.88% 2026-06-30
10 UBS Group AG Custodian $2.73M 1.75% 2026-06-30
11 Wolverine Trading, LLC Custodian $2.03M 1.30% 2025-09-30
12 D. E. Shaw & Co., Inc. Custodian $1.68M 1.08% 2026-06-30
13 Squarepoint Ops LLC $1.61M 1.03% 2026-06-30
14 Twin Tree Management, LP $1.17M 0.75% 2026-06-30
15 BNP Paribas Financial Markets Custodian $1.09M 0.70% 2026-06-30
16 Murchinson Ltd. $908.75K 0.58% 2026-06-30
17 Walleye Capital LLC $516.17K 0.33% 2026-06-30
18 Indivisible Partners $463.82K 0.30% 2026-06-30
19 Capula Management Ltd $392.58K 0.25% 2026-06-30
20 NATIXIS $261.72K 0.17% 2026-06-30
15 filers$34.44M notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $10.72M 31.13% 2026-06-30
2 Susquehanna International Group, LLP Custodian $8.30M 24.11% 2026-06-30
3 Portman Square Capital LLP $2.78M 8.06% 2026-09-30
4 Jane Street Group, LLC Custodian $1.90M 5.52% 2026-06-30
5 BNP Paribas Financial Markets Custodian $1.82M 5.28% 2026-06-30
6 Simplex Trading, LLC Custodian $1.78M 5.18% 2026-06-30
7 Wolverine Trading, LLC Custodian $1.62M 4.71% 2025-09-30
8 IMC-Chicago, LLC Custodian $1.08M 3.15% 2026-06-30
9 GROUP ONE TRADING LLC Custodian $1.06M 3.07% 2026-06-30
10 Murchinson Ltd. $908.75K 2.64% 2026-06-30
11 CAPSTONE INVESTMENT ADVISORS, LLC $785.16K 2.28% 2026-06-30
12 Walleye Capital LLC $687.01K 1.99% 2026-06-30
13 Capula Management Ltd $392.58K 1.14% 2026-06-30
14 Millennium Management LLC Custodian $352.60K 1.02% 2026-06-30
15 Walleye Trading LLC $250.81K 0.73% 2026-06-30

PPL Insider Trading (Form 4)

Latest: 2026-10-16
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
2026-10-16 Wendy E Stark EVP & CLO Sell (S) −5,406 $35.11 -$189.8K EDGAR
2026-10-02 Armando Zagalo De Lima Director Grant (A) +1,907 RSU — EDGAR
2026-10-02 Keith H Williamson Director Grant (A) +1,335 RSU — EDGAR
2026-10-02 Venkata R Madabhushi Director Grant (A) +1,335 RSU — EDGAR
2026-10-02 Craig A Rogerson Director Grant (A) +1,335 RSU — EDGAR
2026-10-02 Linda G Sullivan Director Grant (A) +1,335 RSU — EDGAR
2026-10-02 Phoebe A Wood Director Grant (A) +1,335 RSU — EDGAR
2026-10-02 Kenneth Michael Hartwick Director Grant (A) +1,335 RSU — EDGAR
2026-10-02 Heather B Redman Director Grant (A) +1,335 RSU — EDGAR
2026-10-02 Art P Beattie Director Grant (A) +1,572 RSU — EDGAR
2026-09-02 Christine M Martin President of a PPL Subsidiary Mixed +866 $34.47 $29.9K EDGAR
2026-07-23 Kenneth Michael Hartwick Director Grant (A) +1,228 RSU — EDGAR
2026-07-02 Art P Beattie Director Grant (A) +1,445 RSU — EDGAR
2026-07-02 Heather B Redman Director Grant (A) +1,228 RSU — EDGAR
2026-07-02 Venkata R Madabhushi Director Grant (A) +1,228 RSU — 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.

PPL Insider Holdings

13 insiders · @ $34.58
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 Vincent Sorgi President and CEO 675,773 $23.37M -$5.05M 56 2026-02-24
2 Joseph P Bergstein Jr EVP and CFO 224,134 $7.75M -$915.7K 36 2026-02-24
3 Wendy E Stark EVP & CLO 99,220 $3.43M -$189.8K 12 2026-10-16
4 David J Bonenberger EVP & COO-Utilities 76,841 $2.66M -$1.82M 22 2026-02-24
5 Angela K Gosman EVP and CHRO 60,455 $2.09M -$226.4K 18 2026-02-24
6 Marlene C Beers Vice President and Controller 57,398 $1.98M $0 24 2026-02-24
7 John R Crockett III President of a PPL Subsidiary 52,183 $1.80M -$1.10M 19 2026-02-24
8 Christine M Martin President of a PPL Subsidiary 47,851 $1.65M -$50.6K 14 2026-09-02
9 Lonnie E Bellar EVP-Eng, Constr and Gen 42,161 $1.46M $0 5 2026-02-24
10 Tadd J Henninger SVP-Finance and Treasurer 24,037 $831.2K -$1.13M 40 2026-02-24
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.

PPL Board & Officers

As of SEC filings through Oct 16, 2026

Directors 10

Officers 12

Changes in the last 10 years (40)
Jul 1, 2026Kenneth Michael Hartwick became a director
Jul 30, 2025Lonnie E Bellar listed as EVP-Eng, Constr and Gen (previously SVP-Eng, Constr and Gen) in SEC filings
Apr 2, 2025David J Bonenberger listed as EVP & COO-Utilities (previously SVP & COO-Utilities of PPL Sub) in SEC filings
Mar 31, 2025Lonnie E Bellar became SVP-Eng, Constr and Gen
Jan 29, 2025Wendy E Stark listed as EVP & CLO (previously EVP, CLO & Corp Sec) in SEC filings
Jan 29, 2025David J Bonenberger listed as SVP & COO-Utilities of PPL Sub (previously President of a PPL Subsidiary) in SEC filings
Mar 4, 2024John Gregory Cornett became President of a PPL Subsidiary
Feb 19, 2024Dean A Del Vecchio became EVP and CTIO
Dec 15, 2023Christine M Martin became President of a PPL Subsidiary
Jan 24, 2023Wendy E Stark listed as EVP, CLO & Corp Sec (previously SVP, GC and Corp Sec) in SEC filings
Jan 24, 2023Tadd J Henninger listed as SVP-Finance and Treasurer (previously VP-Finance and Treasurer) in SEC filings
Jan 24, 2023Angela K Gosman listed as EVP and CHRO (previously SVP and CHRO) in SEC filings
Jan 10, 2023Linda G Sullivan became a director
Jan 5, 2023The company announced the departure of Gregory N Dudkin as EVP and COO in an SEC filing
Jan 1, 2023Francis X Sullivan became EVP and COO
May 25, 2022David J Bonenberger became President of a PPL Subsidiary
Jan 1, 2022Angela K Gosman became SVP and CHRO
Dec 30, 2021Joseph P Bergstein Jr listed as EVP and CFO (previously SVP and CFO) in SEC filings
Oct 11, 2021Heather B Redman became a director
Oct 1, 2021John R Crockett III became President of a PPL Subsidiary
Not reported recently (12)
  • Francis X Sullivan · Last reported as EVP and COO in an SEC filing dated Feb 18, 2025
  • Stephanie R Raymond · Last reported as President of a PPL Subsidiary in an SEC filing dated Feb 22, 2023
  • Steven G Elliott · Last reported as a director in an SEC filing dated Apr 4, 2022
  • John W Conway · Last reported as a director in an SEC filing dated Apr 5, 2021
  • Joanne H Raphael · Last reported as EVP, GC & Corp Sec in an SEC filing dated Feb 23, 2021
  • William H Spence · Last reported as a director in an SEC filing dated Feb 22, 2021
  • Paul W Thompson · Last reported as CEO of a PPL Subsidiary in an SEC filing dated Feb 22, 2021
  • Philip Swift · Last reported as Chief Exec of a PPL Subsidiary in an SEC filing dated Feb 22, 2021
  • Rodney C Adkins · Last reported as a director in an SEC filing dated Apr 2, 2019
  • Stephen K Breininger · Last reported as Vice President & Controller in an SEC filing dated Jan 25, 2019
  • Victor A Staffieri · Last reported as Chairman of a PPL Subsidiary in an SEC filing dated Mar 1, 2018
  • Robert A Symons · Last reported as Chief Exec of a PPL Subsidiary in an SEC filing dated Jan 29, 2018
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.

PPL Proposed Insider Sales (Form 144)

Latest: 2026-10-15
Last 30d: 1 filing · $190K notice value  ·  Last 90d: 1 filing · $190K 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. 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: Stark Wendy E (1, $190K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-10-15 Stark Wendy E Officer 5,406 $189.8K 2026-10-15 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-12 Cornett John Gregory Officer 7,051 $250.7K 2026-06-12 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-08-27 Crockett John R III Officer 15,791 $577.3K 2025-08-27 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-07-29 Bonenberger David J Officer 2,165 $77.6K 2025-07-29 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-05-27 Martin Christine M Officer 306 $10.7K 2025-05-27 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-05-27 Henninger Tadd J Officer 1,076 $37.6K 2025-05-27 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-05-27 Bonenberger David J Officer 1,767 $61.8K 2025-05-27 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-05-23 Gosman Angela K Officer 6,533 $226.4K 2025-05-23 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-02-28 Martin Christine M Officer 1,146 $39.9K 2025-02-28 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-02-18 Henninger Tadd J Officer 2,248 $76.1K 2025-02-18 Fidelity Brokerage Services LLC 10b5-1 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 0000922224-26-000036 EDGAR
2026-05-18 0000922224-26-000034 EDGAR
2026-05-15 0000922224-26-000032 EDGAR
2026-05-13 0000922224-26-000030 EDGAR
2026-05-08 0000922224-26-000024 EDGAR
2026-03-24 0000922224-26-000022 EDGAR
2026-03-13 0000922224-26-000020 EDGAR
2026-03-06 0000922224-26-000014 EDGAR
2026-02-26 0000922224-26-000010 EDGAR
2026-02-20 0000922224-26-000006 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-20 0000922224-26-000008 EDGAR
2025-02-13 0000922224-25-000009 EDGAR
2024-02-16 0000922224-24-000008 EDGAR
2023-02-17 0000922224-23-000010 EDGAR
2022-02-18 0000922224-22-000005 EDGAR
2021-02-18 0000922224-21-000006 EDGAR
2020-02-14 0000922224-20-000005 EDGAR
2019-02-14 0000922224-19-000015 EDGAR
2018-02-22 0000922224-18-000023 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 0000922224-26-000026 EDGAR
2025-11-05 0000922224-25-000051 EDGAR
2025-07-31 0000922224-25-000034 EDGAR
2025-04-30 0000922224-25-000017 EDGAR
2024-11-01 0000922224-24-000030 EDGAR
2024-08-02 0000922224-24-000024 EDGAR
2024-05-01 0000922224-24-000014 EDGAR
2023-11-02 0000922224-23-000049 EDGAR
2023-08-04 0000922224-23-000045 EDGAR
2023-05-04 0000922224-23-000031 EDGAR
ETF Holders
287 ETFs hold PPL
25 shown · $5.66B total exposure · 0.10% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.03% $748.5M — 2026-09-30
2 VOO Vanguard S&P 500 ETF Vanguard 0.04% $650.1M — 2026-09-30
3 VO Vanguard Morningstar Mid-Cap ETF Vanguard 0.23% $503.5M — 2026-09-30
4 XLU State Street® Utilities Select Sector SPDR® ETF SPDR (State Street) 1.98% $477.7M $24.1B 2026-10-20
5 VXUS Vanguard Total International Stock ETF Vanguard 0.06% $384.1M — 2026-09-30
6 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.04% $346.3M $890.4B 2026-10-20
7 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.04% $321.3M $818.4B 2026-10-20
8 VEA Vanguard FTSE Developed Markets ETF Vanguard 0.08% $253.7M — 2026-09-30
9 VTV Vanguard Morningstar Value ETF Vanguard 0.09% $224.0M — 2026-09-30
10 DVY iShares Select Dividend ETF iShares (BlackRock) 0.92% $214.3M $23.2B 2026-10-20
11 RSP Invesco S&P 500 Equal Weight ETF Invesco 0.20% $196.6M — 2026-10-20
12 VPU Vanguard Utilities ETF Vanguard 1.79% $170.1M — 2026-09-30
13 VOE Vanguard Morningstar Mid-Cap Value ETF Vanguard 0.40% $146.8M — 2026-09-30
14 TCAF T. Rowe Price Capital Appreciation Equity ETF Nport 1.64% $121.4M — 2026-06-30
15 EMLP First Trust North American Energy Infrastructure Fund First Trust 2.71% $111.7M $4.1B 2026-10-20
16 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.19% $109.1M $57.3B 2026-10-20
17 IGF iShares Global Infrastructure ETF iShares (BlackRock) 0.99% $105.0M $10.7B 2026-10-20
18 VYM Vanguard High Dividend Yield ETF Vanguard 0.11% $100.7M — 2026-09-30
19 SPLV Invesco S&P 500 Low Volatility ETF Invesco 1.13% $82.1M — 2026-10-20
20 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.04% $71.7M $183.5B 2026-10-20
21 EWC iShares MSCI Canada ETF iShares (BlackRock) 0.94% $70.2M $7.5B 2026-10-20
22 PFF iShares Preferred and Income Securities ETF iShares (BlackRock) 0.54% $64.2M $11.9B 2026-10-20
23 HDV iShares Core High Dividend ETF iShares (BlackRock) 0.40% $63.3M $15.6B 2026-10-20
24 VEU Vanguard FTSE All-World Ex-US ETF Vanguard 0.06% $61.8M — 2026-09-30
25 FMDE Fidelity Enhanced Mid Cap Core ETF Fidelity 0.71% $60.9M $8.5B 2026-10-20
Fundamentals

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

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

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

Trailing P/E
21.09
TTM Diluted EPS
$1.64
TTM Revenue
$9.31B
TTM Net Income
$1.22B
TTM Op. Cash Flow
$2.67B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q1 '262026-03-31$2.77B$452.00M$0.60$557.00M
Q4 '252025-12-31$2.27B$266.00M$0.36$548.00M
Q3 '252025-09-30$2.24B$318.00M$0.43$966.00M
Q2 '252025-06-30$2.02B$183.00M$0.25$602.00M
Q1 '252025-03-31$2.50B$414.00M$0.56$513.00M
Q4 '242024-12-31$2.21B$177.00M$0.24$511.00M
Q3 '242024-09-30$2.07B$214.00M$0.29$781.00M
Q2 '242024-06-30$1.88B$190.00M$0.26$766.00M
Q1 '242024-03-31$2.30B$307.00M$0.42$282.00M
Q4 '232023-12-31$2.03B$113.00M$0.15$110.00M
Q3 '232023-09-30$2.04B$230.00M$0.31$806.00M
Q2 '232023-06-30$1.82B$112.00M$0.15$412.00M
Q1 2026 • period ending 2026-03-31 • filed 2026-05-08
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
21.09
P/B
1.72
P/S
2.77
EV/EBITDA
11.92
EV/Sales
4.68
ROE
8.1%
ROA
2.6%
Div Yield
3.14%
FCF Yield
10.35%
Debt/Equity
1.27
Current Ratio
—
Market Cap
$25.83B
as of 2026-10-21
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
35.47M
SI % of Float
4.73%
Days to Cover
5.11
Short Vol Ratio
54.2%
Free Float
750.29M
Float %
99.7%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14