Seeking AlphaT3·28mo ago
RMR The RMR Group Inc. Class A Common Stock
XNAS
17.34
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
RMR
$17.34
—
Key stats
$17.34
- 52-Week Range
- $14.27 – $21.45
- YTD
- +14.61%
- IV Rank (30D)
- 52.03
- Straddle Price
- $1.40
- P/C Vol Ratio
- 0.50
- Market Cap
- $0.3B
- Open
- $17.51
- Day Range
- $17.29 – $17.59
- Volume
- 99,551
- Prev Close
- $17.48
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) | 4.96% |
| Beta vs SPY | 0.83 |
| Cost of Equity (CAPM) | 9.10% (VRP-adj) |
| WACC | 7.91% |
| Volatility Risk Premium | +89.7pp (IV − HV30) |
| Effective Tax Rate | 17.4% |
| Rev. Growth (YoY, DCF input) | -3.7% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | 8.8% |
| Book / Price | 77.6% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 100.0% |
| FCF Margin (TTM) | 14.5% |
| Debt / Equity | 0.73 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $18.73 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $17.85 |
| Bollinger Width / SMA20 | 47.4% (drives anchor stability) |
| Net Debt | $0.1B |
| Market Cap | $0B |
Peers used for multiples: APOG, HRTG, OSPN, PAHC, QNST, REPX, SMP
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$38.12
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $65.39 | 33% | |
| DDM (Gordon) | $16.93 | 27% | |
| Peer P/E | $13.39 | 10% | median 11.6× · 7 peers |
| Peer EV/EBITDA | $38.98 | 10% | median 7.8× · 7 peers |
| Peer P/B | $25.99 | 10% | median 1.9× · 7 peers |
| Peer P/S | $39.72 | 10% | median 1.0× · 7 peers |
| Market Anchor (SMA50) | $18.73 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $17.78 | 0% | 7 strikes · skew +0.39 |
As of 2026-10-27 · updated
Related
About
- Industry (SIC)
- SERVICES-MANAGEMENT CONSULTING SERVICES (8742) · industry map
- Exchange
- XNAS
- Market Cap
- $0.3B
- Employees
- 900
- List Date
- 2015-11-24
- CIK
- 0001644378
- Next Earnings
- 2026-11-12 (After-Close)
- Headquarters
- Newton, MA
- Homepage
- https://www.rmrgroup.com
The RMR Group Inc is a U.S. based real estate investment manager engaged in commercial real estate, private capital, and credit strategies. Its portfolio covers various commercial real estate asset classes, and it manages investments across various industries, geographies and asset classes.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 0.57% | -9.35% | 9.30% | -8.84% | -7.89% | 0.13% | -2.68% |
| Feb | 5.90% | -8.51% | -8.96% | -7.17% | -1.99% | 7.06% | -2.28% |
| Mar | 1.06% | 7.06% | -7.83% | -1.56% | -8.26% | -6.07% | -2.60% |
| Apr | -4.40% | -13.07% | -8.51% | 0.13% | -10.71% | 14.98% | -3.60% |
| May | -3.53% | 10.25% | -9.54% | -2.16% | 3.35% | 7.49% | 0.98% |
| Jun | -2.47% | -3.37% | 6.33% | -2.38% | 7.57% | 3.74% | 1.57% |
| Jul | -0.96% | -0.10% | -0.46% | 15.39% | -5.19% | -7.93% | 0.13% |
| Aug | 18.70% | -9.01% | 7.57% | 0.75% | 7.17% | 2.49% | 4.61% |
| Sep | -27.03% | -10.37% | -2.23% | 0.91% | -5.75% | -5.93% | -8.40% |
| Oct | 2.14% | 12.87% | -6.09% | -4.29% | -0.83% | -3.99%* | -0.03% |
| Nov | -7.00% | 5.70% | 5.68% | -5.89% | -1.61% | -- | -0.62% |
| Dec | 4.95% | -1.94% | 11.67% | -6.31% | -2.17% | -- | 1.24% |
| Total | -17.21% | -21.62% | -6.36% | -21.13% | -24.85% | 10.03% | -13.52% |
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: $17.85
SMA 50: $18.73
SMA 200: $18.29
Current: $17.34
EMA 12: $17.76
EMA 26: $18.08
MACD: -0.3267 | Signal: -0.0158
BEARISH
ADX (14): 18.10
RANGE
+DI: 15.61
−DI: 21.52
Momentum Oscillators
RSI (14): 38.69
NEUTRAL
Stoch %K: 16.17
Stoch %D: 16.17
Williams %R: -95.27
Volume & Volatility
BB Upper: $18.61
BB Lower: $17.10
NEUTRAL
OBV: -2,553,608
Vol SMA 20: 133,188
Vol ROC: -23.82%
ATR: $0.47
True Range: $0.30
HV 20: 29.5%
HV 30: 26.6%
HV 60: 23.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
BULLISH/BEARISH: BEARISH (Confidence Level: 6/10)
Key Drivers:
- Bearish momentum signals from MACD
- Neutral RSI reading
- Range-bound ADX regime
Primary Risks:
- Earnings misses and negative news sentiment
- High implied volatility relative to historical volatility
Investment Thesis:
RMR Group's recent earnings miss and lackluster performance may have sparked a short-term bearish reaction. However, the stock's low beta and stable price action suggest it might be an attractive value play for long-term investors.
Recent News Sentiment Impact:
The recent news headlines are mostly neutral, focusing on industry trends and earnings reports from peers. The negative sentiment from the single earnings miss report may have contributed to the bearish momentum signals.
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:
- Upper Bollinger Band: $20.34
- Middle Bollinger Band: $19.72
- Lower Bollinger Band: $19.09
Momentum Signals:
- MACD signal line crossover: Bearish
- RSI interpretation: Neutral (47.75)
- Bollinger Bands position: Squeeze (neutral)
Volume Analysis:
- Volume SMA 20: 100147.89
- On-Balance Volume (OBV): -1554915.04
- Volume Rate of Change: -36.39% (indicating decreased trading activity)
News & Sentiment Analysis
Recent Headlines Summary: Neutral, focusing on industry trends and earnings reports from peers.
Sentiment Assessment: Neutral
Catalyst Identification: None imminent, but potential catalysts include upcoming earnings releases or regulatory changes in the REIT sector.
Market Narrative: The recent news headlines suggest a stable market environment, which may not be sufficient to drive significant price movements. The bearish momentum signals from MACD and the neutral RSI reading indicate that the stock is likely to consolidate within its current range.
Risk & Volatility Assessment
Beta Interpretation: Low beta (0.32) relative to SPY, indicating lower risk.
Volatility Regime: Historical volatility is higher than realized, suggesting a potential mean reversion.
Options Market Signals:
- IV Rank: 53.3% (Medium)
- Current IV: 105.8%
- Expected Move: $1.52 (42 DTE), 7-DTE: $0.95
- Volume Flow: Bullish (861 calls vs 34 puts)
- Open Interest: Bearish (385 calls vs 700 puts)
Downside Protection: Support levels and risk management considerations suggest that the stock may consolidate within its current range or potentially bounce back from the lower Bollinger Band.
Market Context & Positioning
Sector Performance: Neutral, with mixed performance among REITs.
Institutional Activity: Decreased trading activity (volume rate of change) suggests a lack of institutional interest in the stock.
Correlation Analysis: R-squared interpretation: Low correlation between RMR and market indices, indicating relatively low beta.
Relative Valuation: The stock appears to be within its trading range, with no clear buy or sell signals.
Generated
News
All RMR news →
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Showing 1–10 of 50
Page 1 of 5
Earnings History
14 of 14 under expected move
Avg Expected Move
9.73%
Avg Actual Move
2.01%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2023-05-03 | After-Close | 7.84% | 2.67% | 0.34x | Within |
| 2023-08-09 | After-Close | 17.76% | 0.22% | 0.01x | Within |
| 2023-11-15 | After-Close | 8.52% | 1.34% | 0.16x | Within |
| 2024-02-07 | After-Close | 4.25% | 3.64% | 0.86x | Within |
| 2024-05-07 | After-Close | 8.10% | 3.11% | 0.38x | Within |
| 2024-08-01 | Pre-Market | 10.70% | 2.47% | 0.23x | Within |
| 2024-11-12 | After-Close | 5.49% | 0.09% | 0.02x | Within |
| 2025-02-05 | After-Close | 12.33% | 0.68% | 0.06x | Within |
| 2025-05-06 | After-Close | 14.63% | 4.34% | 0.30x | Within |
| 2025-08-05 | After-Close | 17.97% | 0.12% | 0.01x | Within |
| 2025-11-12 | After-Close | 7.69% | 0.51% | 0.07x | Within |
| 2026-02-04 | After-Close | 7.66% | 7.59% | 0.99x | Within |
| 2026-05-06 | Pre-Market | 5.38% | 0.62% | 0.12x | Within |
| 2026-08-05 | After-Close | 7.92% | 0.79% | 0.10x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
RMR Options Activity & IV Rank
RMR IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 36.6%
7-DTE IV: —
Expected Move: $1.40
7-DTE Move: $1.40
Days to Exp: 25 (2026-11-20)
Options Flow
Call Volume: 6
Put Volume: 3
P/C Volume: 0.5
BULLISH
Call OI: 59
Put OI: 32
P/C OI: 0.542
Total OI: 91
ATM Options Pricing
ATM Call: $0.68
ATM Put: $0.72
Call %: 3.9%
Put %: 4.2%
Chain Summary
Chain Volume: 118
Chain OI: 647
Last Updated: 10/26/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 35th 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
35%
vs own history
GEX tilt
+0.14
OI-weighted, today
Vanna tilt
+0.74
δ-sensitivity to IV
Charm tilt
-0.70
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 -0.70: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 5 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 26 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 26 · ATM 37.8% / 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)52.0MediumOct 26
Straddle Price (30 DTE)$1.40Oct 26
Beta Analysis
Risk Metrics
Beta: 0.2847
Alpha: 14.04%
Correlation: 0.1320
R-Squared: 1.7%
Stock Volatility: 27.5%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own RMR
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $8.6M | #1144 of 3138 | -4.8% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $0K | #4681 of 4729 | 0.0% | 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
RMR Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 16,732,250 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
3 filers$617.95K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $400.33K | 64.78% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $213.51K | 34.55% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $4.11K | 0.66% | 2026-06-30 |
3 filers$1.61M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $1.34M | 83.38% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $215.56K | 13.43% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $51.33K | 3.20% | 2026-06-30 |
RMR Insider Trading (Form 4)
Latest: 2026-09-21Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-09-21 | Jeffrey C. Leer | Exec. VP of The RMR Group LLC | Tax (F) | −2,654 | $18.87 | -$50.1K | EDGAR |
| 2026-09-21 | Matthew C. Brown | Exec. VP, CFO & Treasurer | Tax (F) | −1,679 | $18.87 | -$31.7K | EDGAR |
| 2026-09-21 | Matthew P. Jordan | Managing Dir., Exec. VP, COO | Tax (F) | −6,664 | $18.87 | -$125.7K | EDGAR |
| 2026-09-21 | Yael Duffy | Exec. VP | Tax (F) | −2,823 | $18.87 | -$53.3K | EDGAR |
| 2026-09-21 | Lindsey Getz | Exec. VP, GC & Secty | Tax (F) | −2,639 | $18.87 | -$49.8K | EDGAR |
| 2026-09-21 | Christopher J. Bilotto | Exec. VP | Tax (F) | −3,526 | $18.87 | -$66.5K | EDGAR |
| 2026-09-21 | Adam D. Portnoy | Managing Dir., President & CEO | Tax (F) | −10,140 | $18.87 | -$191.3K | EDGAR |
| 2026-09-14 | Yael Duffy | Exec. VP | Award (A) | +7,869 | — | EDGAR | |
| 2026-09-14 | Lindsey Getz | Exec. VP, GC & Secty | Award (A) | +7,869 | — | EDGAR | |
| 2026-09-14 | Matthew C. Brown | Exec. VP, CFO & Treasurer | Award (A) | +7,869 | — | EDGAR | |
| 2026-09-14 | Matthew P. Jordan | Managing Dir., Exec. VP, COO | Award (A) | +15,739 | — | EDGAR | |
| 2026-09-14 | Jeffrey C. Leer | Exec. VP of The RMR Group LLC | Award (A) | +7,869 | — | EDGAR | |
| 2026-09-14 | Christopher J. Bilotto | Exec. VP | Award (A) | +10,493 | — | EDGAR | |
| 2026-09-14 | Adam D. Portnoy | Managing Dir., President & CEO | Award (A) | +31,479 | — | EDGAR | |
| 2026-03-27 | Jonathan Veitch | Director | Award (A) | +6,426 | — | 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.
RMR Insider Holdings
13 insiders · @ $17.34
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 | Adam D. Portnoy | Managing Dir., President & CEO | 273,126 | $4.74M | $0 | 25 | 2026-09-21 |
| 2 | Jennifer B Clark | MD, Exec. VP, GC & Secty | 77,493 | $1.34M | $0 | 30 | 2025-09-18 |
| 3 | Matthew P. Jordan | Managing Dir., Exec. VP, COO | 75,990 | $1.32M | $0 | 15 | 2026-09-21 |
| 4 | Ann Logan | Director | 40,211 | $697.3K | $0 | 12 | 2026-03-27 |
| 5 | John G. Murray | Exec. VP of The RMR Group LLC | 39,672 | $687.9K | $0 | 21 | 2025-09-18 |
| 6 | Walter C. Watkins Jr. | Director | 37,633 | $652.6K | $0 | 13 | 2026-03-27 |
| 7 | Rosen Plevneliev | Director | 31,676 | $549.3K | $0 | 10 | 2026-03-27 |
| 8 | Jonathan Veitch | Director | 28,633 | $496.5K | $0 | 7 | 2026-03-27 |
| 9 | Christopher J. Bilotto | Exec. VP | 25,999 | $450.8K | $0 | 6 | 2026-09-21 |
| 10 | Jeffrey C. Leer | Exec. VP of The RMR Group LLC | 24,073 | $417.4K | $0 | 4 | 2026-09-21 |
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.
RMR Board & Officers
As of SEC filings through Sep 21, 2026Directors 7
- Adam D. Portnoy · since Nov 16, 2015
- Ann Logan · since Nov 23, 2015
- Walter C. Watkins Jr. · since Nov 23, 2015
- Rosen Plevneliev · since Mar 29, 2017
- Jennifer B Clark · listed since Mar 2018
- Jonathan Veitch · since Jun 23, 2020
- Matthew P. Jordan · listed since Mar 2026
Officers 8
- Adam D. Portnoy · Managing Dir., President & CEO · listed since Apr 2019
- Matthew C. Brown · Exec. VP, CFO & Treasurer · since Oct 1, 2025
- Matthew P. Jordan · Managing Dir., Exec. VP, COO · listed since Mar 2026
- John G. Murray · Exec. VP of The RMR Group LLC · since Nov 16, 2015
- Jeffrey C. Leer · Exec. VP of The RMR Group LLC · since Oct 1, 2024
- Christopher J. Bilotto · Exec. VP · listed since Sep 2026
- Lindsey Getz · Exec. VP, GC & Secty · listed since Sep 2026
- Yael Duffy · Exec. VP · listed since Sep 2026
Changes in the last 10 years (28)
| Sep 14, 2026 | Yael Duffy listed as Exec. VP (previously Exec. VP of The RMR Group LLC) in SEC filings |
| Sep 14, 2026 | Lindsey Getz listed as Exec. VP, GC & Secty (previously Exec. VP of The RMR Group LLC) in SEC filings |
| Sep 14, 2026 | Christopher J. Bilotto listed as Exec. VP (previously Exec. VP of The RMR Group LLC) in SEC filings |
| Mar 27, 2026 | Matthew P. Jordan listed as Managing Dir., Exec. VP, COO (previously Exec. VP, CFO and Treasurer) in SEC filings |
| Mar 27, 2026 | Matthew P. Jordan first listed as a director in an SEC filing |
| Oct 1, 2025 | Yael Duffy became Exec. VP of The RMR Group LLC |
| Oct 1, 2025 | Matthew C. Brown became Exec. VP, CFO & Treasurer |
| Jun 2, 2025 | Lindsey Getz became Exec. VP of The RMR Group LLC |
| Oct 1, 2024 | Jeffrey C. Leer became Exec. VP of The RMR Group LLC |
| Oct 1, 2023 | Christopher J. Bilotto became Exec. VP of The RMR Group LLC |
| Sep 16, 2022 | Jennifer B Clark listed as MD, Exec. VP, GC & Secty (previously MD, Exec. VP, GC & Secretary) in SEC filings |
| Mar 12, 2021 | Jennifer B Clark listed as MD, Exec. VP, GC & Secretary (previously Mgr Dir., Exec. VP, GC and Sec) in SEC filings |
| Oct 1, 2020 | Jennifer F. Francis became Exec. VP of The RMR Group LLC |
| Jun 23, 2020 | Jonathan Veitch became a director |
| Dec 16, 2019 | Jonathan Pertchik became Exec. VP of The RMR Group LLC |
| Sep 20, 2019 | Jennifer B Clark listed as Mgr Dir., Exec. VP, GC and Sec (previously Man. Director, EVP, GC & Sec.) in SEC filings |
| Jul 1, 2019 | Senior Housing Properties Trust reported in an SEC filing no longer being a 10% owner |
| Jul 1, 2019 | Office Properties Income Trust reported in an SEC filing no longer being a 10% owner |
| Jul 1, 2019 | Hospitality Properties Trust reported in an SEC filing no longer being a 10% owner |
| Apr 5, 2019 | Adam D. Portnoy listed as Managing Dir., President & CEO (previously Man. Director, President & CEO) in SEC filings |
| Jan 2, 2019 | Office Properties Income Trust first listed as a 10% owner in an SEC filing |
| Dec 31, 2018 | Income Reit Select reported in an SEC filing no longer being a 10% owner |
| Sep 17, 2018 | Matthew P. Jordan listed as Exec. VP, CFO and Treasurer (previously CFO and Treasurer) in SEC filings |
| Sep 17, 2018 | Jennifer B Clark listed as Man. Director, EVP, GC & Sec. (previously Exec. VP, GC and Secretary) in SEC filings |
| Mar 29, 2018 | Jennifer B Clark first listed as a director in an SEC filing |
| Mar 29, 2018 | Adam D. Portnoy listed as Man. Director, President & CEO (previously Managing Dir., President & CEO) in SEC filings |
| Jan 1, 2018 | Andrew J Rebholz became Exec. VP of The RMR Group LLC |
| Mar 29, 2017 | Rosen Plevneliev became a director |
Not reported recently (10)
- Jennifer F. Francis · Last reported as Exec. VP of The RMR Group LLC in an SEC filing dated Sep 20, 2023
- Jonathan Pertchik · Last reported as Exec. VP of The RMR Group LLC in an SEC filing dated Sep 21, 2022
- David M. Blackman · Last reported as Exec. VP of The RMR Group LLC in an SEC filing dated Sep 23, 2020
- Andrew J Rebholz · Last reported as Exec. VP of The RMR Group LLC in an SEC filing dated Sep 27, 2019
- John C. Popeo · Last reported as Exec. VP of The RMR Group LLC in an SEC filing dated Sep 26, 2018
- Bruce J. Mackey Jr. · Last reported as Exec. VP of The RMR Group LLC in an SEC filing dated Sep 26, 2018
- Mark L. Kleifges · Last reported as Exec. VP of The RMR Group LLC in an SEC filing dated Sep 26, 2018
- Thomas M O'Brien · Last reported as Exec. VP of The RMR Group LLC in an SEC filing dated Sep 21, 2017
- David J. Hegarty · Last reported as Exec. VP of The RMR Group LLC in an SEC filing dated Sep 18, 2017
- Barry M. Portnoy · Last reported as a director in an SEC filing dated Sep 18, 2017
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.
ETF Holders
46 ETFs hold RMR
25 shown · $48.50M total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VNQ Vanguard Real Estate ETF | Vanguard | 0.02% | $10.8M | — | 2026-09-30 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $8.9M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $7.8M | $74.6B | 2026-10-23 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $3.3M | — | 2026-09-30 |
| 5 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.02% | $2.6M | $13.9B | 2026-10-23 |
| 6 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.01% | $1.9M | — | 2026-10-23 |
| 7 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $1.7M | — | 2026-09-30 |
| 8 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $1.5M | — | 2026-05-31 |
| 9 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $1.5M | — | 2026-10-23 |
| 10 | FDM First Trust Dow Jones Select MicroCap Index Fund | First Trust | 0.46% | $1.2M | $268.3M | 2026-10-23 |
| 11 | PSC Principal U.S. Small-Cap ETF | Nport | 0.04% | $891,946 | — | 2026-06-30 |
| 12 | FSCC Federated Hermes MDT Small Cap Core ETF | Nport | 0.29% | $813,661 | — | 2026-05-31 |
| 13 | SMLV State Street® SPDR® US Small Cap Low Volatility Index ETF | SPDR (State Street) | 0.29% | $742,927 | $257.2M | 2026-10-23 |
| 14 | ISMD Inspire Small/Mid Cap ETF | Nport | 0.22% | $696,574 | — | 2026-05-31 |
| 15 | SVAL iShares US Small Cap Value Factor ETF | iShares (BlackRock) | 0.38% | $616,083 | $163.8M | 2026-10-23 |
| 16 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $585,860 | — | 2026-10-23 |
| 17 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.02% | $503,948 | $3.2B | 2026-10-23 |
| 18 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $464,374 | $96.5B | 2026-10-23 |
| 19 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.02% | $421,374 | — | 2026-07-31 |
| 20 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.04% | $291,464 | — | 2026-06-30 |
| 21 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.02% | $263,552 | — | 2026-09-30 |
| 22 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.02% | $237,274 | $1.0B | 2026-10-23 |
| 23 | ROSC Hartford Multifactor Small Cap ETF | Nport | 0.34% | $210,125 | — | 2026-07-31 |
| 24 | SFGV Sequoia Global Value ETF | Nport | 0.02% | $206,862 | — | 2026-05-29 |
| 25 | AFSM First Trust Active Factor Small Cap ETF | First Trust | 0.15% | $202,121 | $132.5M | 2026-10-23 |
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
15.08
TTM Diluted EPS
$1.15
TTM Revenue
$638.98M
TTM Net Income
$19.61M
TTM Op. Cash Flow
$98.56M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-06-30 | $153.51M | $3.06M | $0.18 | $23.37M |
| Q2 '26 | 2026-03-31 | $145.63M | $867.00K | $0.05 | $48.82M |
| Q1 '26 | 2025-12-31 | $180.42M | $11.96M | $0.71 | $10.74M |
| Q4 '25 | 2025-09-30 | $159.41M | $3.72M | $0.21 | $15.63M |
| Q3 '25 | 2025-06-30 | $154.05M | $4.08M | $0.25 | $22.12M |
| Q2 '25 | 2025-03-31 | $166.67M | $3.51M | $0.21 | $12.96M |
| Q1 '25 | 2024-12-31 | $219.48M | $6.28M | $0.38 | $25.03M |
| Q4 '24 | 2024-09-30 | $212.30M | $5.57M | $0.32 | $-5.69M |
| Q3 '24 | 2024-06-30 | $205.67M | $4.86M | $0.29 | $32.05M |
| Q2 '24 | 2024-03-31 | $217.95M | $5.78M | $0.34 | $5.08M |
| Q1 '24 | 2023-12-31 | $261.70M | $6.91M | $0.41 | $29.93M |
| Q4 '23 | 2023-09-30 | $222.93M | $7.62M | $0.47 | $-4.48M |
Q3 2026 • period ending 2026-06-30 • filed 2026-08-05
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
15.08
P/B
1.29
P/S
0.45
EV/EBITDA
4.09
EV/Sales
0.62
ROE
8.7%
ROA
2.7%
Div Yield
10.26%
FCF Yield
33.97%
Debt/Equity
0.73
Current Ratio
—
Market Cap
$290.14M
as of 2026-10-26
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
1.21M
SI % of Float
7.79%
Days to Cover
12.00
Short Vol Ratio
59.6%
Free Float
15.50M
Float %
96.4%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-08-19