Starbucks Corp(SBUX)
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.
- 52-Week Range
- $77.99 – $108.88
- YTD
- +22.65%
- IV Rank (30D)
- 5.75
- Straddle Price
- $5.92
- P/C Vol Ratio
- 0.86
- Market Cap
- $117.4B
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 ≥ 0.5% and dividend payments are stable.
- 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) | 4.53% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.03% (VRP-adj) |
| WACC | 9.14% |
| Volatility Risk Premium | +15.2pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 39.6% |
| Rev. Growth (YoY, DCF input) | +0.8% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.01 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $2.7B |
| Return on Equity (TTM) | -17.7% |
| Book / Price | -7.2% |
| Gross Margin (TTM) | 100.0% |
| FCF Margin (TTM) | 7.1% |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +21.8% (reverse-DCF on current price) |
| SMA 50 | $100.37 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $100.70 |
| Bollinger Width / SMA20 | 17.3% (drives anchor stability) |
| Net Debt | $11.6B |
| Market Cap | $117B |
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -3.7% | -0.24 | -1.00 | 13.2% | — |
| 42d | -8.4% | -0.92 | -1.00 | 13.2% | — |
| 63d | -10.3% | -1.01 | -1.00 | 13.2% | — |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $23.25 | 20% | |
| DDM (Gordon) | $26.97 | 16% | |
| Peer P/E | $47.40 | 5% | median 35.6× · 8 peers |
| Peer EV/EBITDA | $64.08 | 6% | median 15.9× · 8 peers |
| Peer P/B | n/a | 0% | median 17.4× · 6 peers |
| Peer P/S | $109.76 | 8% | median 3.2× · 8 peers |
| Market Anchor (SMA50) | $100.37 | 26% | stability 65% (BB-width) |
| Options Expected (B-L 30d) | $103.46 | 20% | 43 strikes · skew +1.41 |
- Industry (SIC)
- RETAIL-EATING & DRINKING PLACES (5810)
- Exchange
- XNAS
- Market Cap
- $117.4B
Starbucks stands out as the world's biggest and most recognizable coffee brand, powered by ultracustomizable beverages in-store and a sweeping footprint of nearly 41,000 cafes in over 80 countries. About 52% are company-operated, with the balance run by licensees. The company operates roasteries and sells across its North America (74% of revenue as of the end of fiscal 2025), international (21%), and channel development (5%) segments. The brand collects revenue from company-operated stores, licensee royalties, equipment and product sales, retail ready-to-drink beverages, and packaged coffee.
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -0.22% | 23 |
| Feb | +0.78% | 23 |
| Mar | +1.82% | 23 |
| Apr | +1.85% | 23 |
| May | +0.85% | 23 |
| Jun | -0.38% | 23 |
| Jul | +2.61% | 22 |
| Aug | +0.17% | 22 |
| Sep | +0.50% | 23 |
| Oct | +2.36% | 23 |
| Nov | +4.09% | 23 |
| Dec | +0.63% | 23 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
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.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-30 | After-Close | 7.40% | 0.54% | 0.07x | Within |
| 2024-10-30 | After-Close | 5.64% | 1.13% | 0.20x | Within |
| 2025-01-28 | After-Close | 7.06% | 5.11% | 0.72x | Within |
| 2025-04-29 | After-Close | 7.32% | 5.30% | 0.72x | Within |
| 2025-07-29 | After-Close | 7.00% | 0.53% | 0.08x | Within |
| 2025-10-29 | After-Close | 7.51% | 1.70% | 0.23x | Within |
| 2026-01-28 | After-Close | 4.95% | 2.13% | 0.43x | Within |
| 2026-04-28 | After-Close | 7.65% | 3.60% | 0.47x | Within |
- IV Rank (30D)
- 5.75
- IV Rank (7D)
- 100
- Avg IV
- 34.7%
- Straddle (30D)
- $5.92
- Straddle (7D)
- $2.92
- P/C Volume
- 0.86
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
RR25 and BF25 from the live options chain. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
Enter a ticker to render the implied volatility surface.
- Beta (1Y vs SPY)
- 0.73
- Correlation (SPY)
- 31.5%
- R²
- 0.10
- Ann. Volatility
- 28.7%
- SPY Volatility
- 12.3%
Low volatility - stock moves less than market
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.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $524.20M | 18.48% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $472.54M | 16.66% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $322.44M | 11.37% | 2026-03-31 |
| 4 | UBS Group AG Custodian | $305.20M | 10.76% | 2026-03-31 |
| 5 | Walleye Trading LLC | $184.27M | 6.50% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $163.60M | 5.77% | 2026-03-31 |
| 7 | WOLVERINE TRADING, LLC Custodian | $124.57M | 4.39% | 2025-09-30 |
| 8 | D. E. Shaw & Co., Inc. Custodian | $69.92M | 2.46% | 2026-03-31 |
| 9 | MILLENNIUM MANAGEMENT LLC Custodian | $69.84M | 2.46% | 2026-03-31 |
| 10 | Point72 Asset Management, L.P. | $59.22M | 2.09% | 2026-03-31 |
| 11 | SIMPLEX TRADING, LLC Custodian | $58.10M | 2.05% | 2026-03-31 |
| 12 | Squarepoint Ops LLC | $48.43M | 1.71% | 2026-03-31 |
| 13 | GOLDMAN SACHS GROUP INC Custodian | $47.54M | 1.68% | 2026-03-31 |
| 14 | Maven Securities LTD | $38.19M | 1.35% | 2026-03-31 |
| 15 | GROUP ONE TRADING LLC Custodian | $36.39M | 1.28% | 2026-03-31 |
| 16 | Cubist Systematic Strategies, LLC | $35.93M | 1.27% | 2025-09-30 |
| 17 | TORONTO DOMINION BANK | $31.36M | 1.11% | 2026-03-31 |
| 18 | Qube Research & Technologies Ltd | $28.50M | 1.00% | 2026-03-31 |
| 19 | CAPITAL FUND MANAGEMENT S.A. | $27.38M | 0.97% | 2026-03-31 |
| 20 | Parallax Volatility Advisers, L.P. | $20.41M | 0.72% | 2026-03-31 |
| 21 | JPMORGAN CHASE & CO Custodian | $17.56M | 0.62% | 2026-03-31 |
| 22 | ADAPT Investment Managers SA | $16.17M | 0.57% | 2026-03-31 |
| 23 | HSBC HOLDINGS PLC Custodian | $15.20M | 0.54% | 2026-03-31 |
| 24 | PEAK6 LLC | $10.89M | 0.38% | 2026-03-31 |
| 25 | Alphadyne Asset Management LP | $10.66M | 0.38% | 2026-03-31 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $441.20M | 21.93% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $227.44M | 11.31% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $181.61M | 9.03% | 2026-03-31 |
| 4 | MILLENNIUM MANAGEMENT LLC Custodian | $103.84M | 5.16% | 2026-03-31 |
| 5 | D. E. Shaw & Co., Inc. Custodian | $103.28M | 5.13% | 2026-03-31 |
| 6 | Walleye Trading LLC | $98.06M | 4.87% | 2026-03-31 |
| 7 | WOLVERINE TRADING, LLC Custodian | $75.15M | 3.74% | 2025-09-30 |
| 8 | IMC-Chicago, LLC Custodian | $69.82M | 3.47% | 2026-03-31 |
| 9 | Centiva Capital, LP | $60.00M | 2.98% | 2026-03-31 |
| 10 | BARCLAYS PLC Custodian | $49.16M | 2.44% | 2026-03-31 |
| 11 | CITIGROUP INC Custodian | $43.72M | 2.17% | 2026-03-31 |
| 12 | SIMPLEX TRADING, LLC Custodian | $40.52M | 2.01% | 2026-03-31 |
| 13 | JPMORGAN CHASE & CO Custodian | $39.33M | 1.96% | 2026-03-31 |
| 14 | ADAPT Investment Managers SA | $32.34M | 1.61% | 2026-03-31 |
| 15 | Governors Lane LP | $31.36M | 1.56% | 2026-03-31 |
| 16 | CAPITAL FUND MANAGEMENT S.A. | $29.67M | 1.48% | 2026-03-31 |
| 17 | Cubist Systematic Strategies, LLC | $29.53M | 1.47% | 2025-09-30 |
| 18 | Maven Securities LTD | $25.65M | 1.28% | 2026-03-31 |
| 19 | BNP PARIBAS FINANCIAL MARKETS Custodian | $25.65M | 1.28% | 2026-03-31 |
| 20 | BALYASNY ASSET MANAGEMENT L.P. | $23.62M | 1.17% | 2026-03-31 |
| 21 | Qube Research & Technologies Ltd | $23.32M | 1.16% | 2026-03-31 |
| 22 | Point72 Asset Management, L.P. | $22.53M | 1.12% | 2026-03-31 |
| 23 | CAPSTONE INVESTMENT ADVISORS, LLC | $19.29M | 0.96% | 2026-03-31 |
| 24 | GROUP ONE TRADING LLC Custodian | $17.98M | 0.89% | 2026-03-31 |
| 25 | ROYAL BANK OF CANADA Custodian | $15.73M | 0.78% | 2026-03-31 |
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-09 | BRADY BREWER | ceo, International | Sell (S) | −1,641 | $94.33 | -$154.8K | EDGAR |
| 2026-05-07 | BRADY BREWER | ceo, International | Sell (S) | −2,229 | $104.81 | -$233.6K | EDGAR |
| 2026-04-30 | SARA KELLY | evp, chief partner officer | Sell (S) | −2,000 | $105.00 | -$210.0K | EDGAR |
| 2026-04-21 | BRADY BREWER | ceo, International | Sell (S) | −588 | $100.00 | -$58.8K | EDGAR |
| 2026-04-08 | BRADY BREWER | ceo, International | Sell (S) | −1,641 | $90.00 | -$147.7K | EDGAR |
| 2026-03-27 | RICHARD E JR ALLISON | Director | Award (A) | +3,991 | — | EDGAR | |
| 2026-03-27 | Andrew Campion | Director | Award (A) | +4,099 | — | EDGAR | |
| 2026-03-27 | BETH FORD | Director | Award (A) | +3,937 | — | EDGAR | |
| 2026-03-27 | JORGEN VIG KNUDSTORP | Director | Award (A) | +4,746 | — | EDGAR | |
| 2026-03-27 | MARISSA A MAYER | Director | Award (A) | +3,667 | — | EDGAR | |
| 2026-03-27 | Neal Mohan | Director | Award (A) | +3,667 | — | EDGAR | |
| 2026-03-27 | Dambisa F Moyo | Director | Award (A) | +2,265 | — | EDGAR | |
| 2026-03-27 | DANIEL SERVITJE | Director | Award (A) | +3,667 | — | EDGAR | |
| 2026-03-27 | G MICHAEL SIEVERT | Director | Award (A) | +3,667 | — | EDGAR | |
| 2026-03-27 | Wei Zhang | Director | Award (A) | +3,667 | — | EDGAR |
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | HOWARD D SCHULTZ | interim ceo | 21,116,548 | $2.18B | -$688.06M | 56 | 2022-05-16 |
| 2 | MELLODY L HOBSON | Director | 728,679 | $75.08M | $8.27M | 35 | 2024-03-15 |
| 3 | Brian R Niccol | chairman and ceo | 474,470 | $48.89M | $0 | 5 | 2025-11-20 |
| 4 | KEVIN R JOHNSON | president and ceo | 469,144 | $48.34M | -$143.54M | 44 | 2021-12-10 |
| 5 | JOHN CULVER | group pres, N America & coo | 408,991 | $42.14M | -$87.50M | 65 | 2021-11-17 |
| 6 | CLIFFORD BURROWS | group pres. Siren Retail | 311,083 | $32.05M | -$77.92M | 52 | 2019-01-31 |
| 7 | Laxman Narasimhan | ceo | 164,783 | $16.98M | $0 | 6 | 2023-11-22 |
| 8 | ARTHUR RUBINFELD | president, Global Development | 158,862 | $16.37M | -$915.9K | 9 | 2010-11-19 |
| 9 | Vivek C Varma | evp, Public Affairs | 155,366 | $16.01M | -$22.36M | 15 | 2019-09-10 |
| 10 | ROSALIND G BREWER | group president and coo | 128,408 | $13.23M | $270.2K | 12 | 2020-11-18 |
| 11 | Patrick J Grismer | evp and cfo | 125,652 | $12.95M | $0 | 6 | 2020-12-21 |
| 12 | JAVIER G TERUEL | Director | 122,585 | $12.63M | -$30.05M | 25 | 2022-03-18 |
| 13 | Lucy Lee Helm | evp, chief partner officer | 114,333 | $11.78M | -$8.51M | 39 | 2019-12-17 |
| 14 | JAMES C ALLING | president, Starbucks Intl. | 107,977 | $11.13M | $0 | 2 | 2007-11-21 |
| 15 | Rachel A Gonzalez | evp, general counsel | 106,568 | $10.98M | -$9.08M | 15 | 2021-11-17 |
| 16 | Michelle Gass | pres, Starbucks Coffee EMEA | 92,044 | $9.48M | -$9.89M | 17 | 2013-02-01 |
| 17 | PAULA BOGGS | evp, general counsel & secy | 84,289 | $8.69M | -$18.35M | 18 | 2012-03-16 |
| 18 | Jeffery J Hansberry | pres, Starbucks Coffee CAP | 81,732 | $8.42M | $0 | 13 | 2013-11-18 |
| 19 | Scott Harlan Maw | evp, chief financial officer | 81,290 | $8.38M | -$2.50M | 20 | 2018-11-19 |
| 20 | BRADY BREWER | ceo, International | 80,180 | $8.26M | -$813.1K | 13 | 2026-06-09 |
| 21 | Rachel Ruggeri | evp, cfo | 79,140 | $8.15M | -$1.90M | 28 | 2025-02-19 |
| 22 | Peter D Gibbons | evp, Global Supply Chain Ops | 78,104 | $8.05M | -$870.6K | 11 | 2010-12-07 |
| 23 | OLDEN C LEE | Director | 78,076 | $8.04M | -$12.96M | 16 | 2015-12-09 |
| 24 | JAMES G JR SHENNAN | Director | 77,940 | $8.03M | -$27.40M | 31 | 2016-11-23 |
| 25 | Michael Aaron Conway | ceo, North America | 75,053 | $7.73M | -$8.60M | 20 | 2024-08-19 |
| 26 | GERARDO I LOPEZ | svp; pres Global Consumer Prod | 71,865 | $7.40M | $0 | 3 | 2008-11-19 |
| 27 | Troy Alstead | chief operating officer | 68,987 | $7.11M | -$55.61M | 33 | 2015-01-28 |
| 28 | HOWARD BEHAR | Director | 67,781 | $6.98M | -$7.75M | 3 | 2007-03-13 |
| 29 | Cathy R Smith | evp, cfo | 63,751 | $6.57M | $0 | 4 | 2026-03-26 |
| 30 | MARTIN COLES | pres., Starbucks Coffee Intl. | 63,558 | $6.55M | $0 | 5 | 2009-11-18 |
| 31 | Stephen Gillett | evp, chief information officer | 63,290 | $6.52M | -$1.19M | 8 | 2011-02-03 |
| 32 | JORGEN VIG KNUDSTORP | Director | 57,752 | $5.95M | $2.02M | 15 | 2026-03-27 |
| 33 | SARA KELLY | evp, chief partner officer | 57,652 | $5.94M | -$2.55M | 27 | 2026-04-30 |
| 34 | WILLIAM W BRADLEY | Director | 54,537 | $5.62M | -$17.71M | 22 | 2017-11-17 |
| 35 | ROBERT M GATES | Director | 46,726 | $4.81M | $199.6K | 8 | 2017-11-17 |
| 36 | PETER J BOCIAN | evp & cfo | 44,750 | $4.61M | $149.5K | 4 | 2008-05-12 |
| 37 | John AC Kelly | evp, Public Affairs | 44,314 | $4.57M | $0 | 3 | 2020-04-20 |
| 38 | Bradley E Lerman | evp, chief legal officer | 42,675 | $4.40M | $0 | 8 | 2025-11-18 |
| 39 | RICHARD E JR ALLISON | Director | 39,699 | $4.09M | $925.3K | 9 | 2026-03-27 |
| 40 | Zabrina Jenkins | acting evp, general counsel | 38,025 | $3.92M | -$695.2K | 11 | 2023-02-17 |
| 41 | Angela Lis | evp, chief partner officer | 37,422 | $3.86M | -$1.17M | 10 | 2021-12-14 |
| 42 | Jill Walker | svp chief accounting officer | 36,000 | $3.71M | -$1.29M | 20 | 2022-02-17 |
| 43 | BARBARA BASS | Director | 34,626 | $3.57M | -$7.91M | 11 | 2010-11-17 |
| 44 | Joshua Cooper Ramo | Director | 32,112 | $3.31M | -$5.03M | 16 | 2022-03-18 |
| 45 | Holmes Kalen | evp, Partner Resources | 30,814 | $3.18M | $0 | 3 | 2010-12-17 |
| 46 | Andrew Campion | Director | 30,133 | $3.10M | $0 | 8 | 2026-03-27 |
| 47 | MICHAEL DAVID GRAMS | evp, chief operating officer | 28,149 | $2.90M | $0 | 2 | 2026-03-19 |
| 48 | Gina Woods | evp, Public Affairs | 27,891 | $2.87M | -$457.0K | 7 | 2022-02-17 |
| 49 | Satya Nadella | Director | 27,682 | $2.85M | $0 | 8 | 2024-03-15 |
| 50 | CRAIG WEATHERUP | Director | 27,531 | $2.84M | -$36.62M | 23 | 2018-03-14 |
| 51 | Mary N Dillon | Director | 22,450 | $2.31M | $0 | 7 | 2022-03-18 |
| 52 | MYRON E III ULLMAN | Director | 18,524 | $1.91M | -$31.16M | 52 | 2020-11-04 |
| 53 | PILAR RAMOS | evp, chief legal officer | 16,200 | $1.67M | $0 | 1 | 2025-11-13 |
| 54 | Sheryl Sandberg | Director | 15,355 | $1.58M | $126.5K | 6 | 2011-11-16 |
| 55 | BETH FORD | Director | 14,638 | $1.51M | $0 | 5 | 2026-03-27 |
| 56 | Paul Mutty | svp, deputy general counsel | 14,602 | $1.50M | -$170.9K | 4 | 2018-01-18 |
| 57 | Clara Shih | Director | 13,660 | $1.41M | -$3.69M | 13 | 2022-12-12 |
| 58 | Isabel Mahe | Director | 13,492 | $1.39M | $0 | 4 | 2022-03-18 |
| 59 | Wei Zhang | Director | 12,376 | $1.28M | $0 | 4 | 2026-03-27 |
| 60 | Neal Mohan | Director | 11,187 | $1.15M | $0 | 4 | 2026-03-27 |
| 61 | DANIEL SERVITJE | Director | 11,187 | $1.15M | $0 | 4 | 2026-03-27 |
| 62 | G MICHAEL SIEVERT | Director | 10,878 | $1.12M | $0 | 4 | 2026-03-27 |
| 63 | Scrivner Annie Young | chief marketing officer | 8,627 | $888.9K | -$1.67M | 3 | 2011-03-21 |
| 64 | MARISSA A MAYER | Director | 6,041 | $622.5K | $0 | 2 | 2026-03-27 |
| 65 | DOROTHY J KIM | evp, Global Strat., office ceo | 5,669 | $584.1K | -$1.41M | 3 | 2008-11-19 |
| 66 | Dambisa F Moyo | Director | 3,615 | $372.5K | $0 | 2 | 2026-03-27 |
| 67 | Chet Kuchinad | evp, Partner Resources | 2,839 | $292.5K | $0 | 2 | 2008-11-19 |
| 68 | DAVID PACE | evp partner resources | 1,098 | $113.1K | -$3.70M | 7 | 2007-12-14 |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-20 | 0000829224-26-000094 | EDGAR |
| 2026-05-15 | 0000829224-26-000088 | EDGAR |
| 2026-04-28 | 0000829224-26-000078 | EDGAR |
| 2026-04-02 | 0000829224-26-000064 | EDGAR |
| 2026-03-30 | 0000829224-26-000058 | EDGAR |
| 2026-01-28 | 0000829224-26-000010 | EDGAR |
| 2025-11-03 | 0000829224-25-000079 | EDGAR |
| 2025-10-29 | 0000829224-25-000074 | EDGAR |
| 2025-09-25 | 0000829224-25-000067 | EDGAR |
| 2025-07-29 | 0000829224-25-000057 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2025-11-14 | 0000829224-25-000114 | EDGAR |
| 2024-11-20 | 0000829224-24-000057 | EDGAR |
| 2023-11-17 | 0000829224-23-000058 | EDGAR |
| 2022-11-18 | 0000829224-22-000058 | EDGAR |
| 2021-11-19 | 0000829224-21-000086 | EDGAR |
| 2020-11-12 | 0000829224-20-000078 | EDGAR |
| 2019-11-15 | 0000829224-19-000051 | EDGAR |
| 2018-11-16 | 0000829224-18-000052 | EDGAR |
| 2017-11-17 | 0000829224-17-000049 | EDGAR |
| 2016-11-18 | 0000829224-16-000083 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-28 | 0000829224-26-000080 | EDGAR |
| 2026-01-28 | 0000829224-26-000011 | EDGAR |
| 2025-07-29 | 0000829224-25-000058 | EDGAR |
| 2025-04-29 | 0000829224-25-000034 | EDGAR |
| 2025-01-28 | 0000829224-25-000014 | EDGAR |
| 2024-07-30 | 0000829224-24-000042 | EDGAR |
| 2024-04-30 | 0000829224-24-000024 | EDGAR |
| 2024-01-30 | 0000829224-24-000013 | EDGAR |
| 2023-08-01 | 0000829224-23-000044 | EDGAR |
| 2023-05-02 | 0000829224-23-000037 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
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.
- 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.
- 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 | 78.0 |
| P/B Ratio | -13.8 |
| P/S Ratio | 3.0 |
| EV/EBITDA | 24.6 |
| TTM Revenue | $38.5B |
| TTM Net Income | $1.5B |
| TTM EPS | $1.32 |
| ROE | -17.7% |
| Dividend Yield | 2.40% |
| Debt/Equity | -1.78 |