SCL Stepan Co.
XNYS
64.11
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.
SCL
$64.11
—
Key stats
$64.11
- 52-Week Range
- $41.82 – $68.00
- YTD
- +35.94%
- IV Rank (30D)
- 71.9
- Straddle Price
- $6.35
- P/C Vol Ratio
- 0.25
- Market Cap
- $1.4B
- Open
- $62.51
- Day Range
- $62.47 – $64.11
- Volume
- 239,805
- Prev Close
- $63.19
Fair Value
MODEL: LONG
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 SPY | 0.92 |
| Cost of Equity (CAPM) | 9.71% (VRP-adj) |
| WACC | 9.14% |
| Volatility Risk Premium | +36.3pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +15.9% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.0B |
| Return on Equity (TTM) | -0.2% |
| Book / Price | 83.8% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 11.8% |
| FCF Margin (TTM) | 1.5% |
| Debt / Equity | 0.20 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +20.3% (reverse-DCF on current price) |
| SMA 50 | $62.72 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $62.46 |
| Bollinger Width / SMA20 | 11.4% (drives anchor stability) |
| Net Debt | $0.1B |
| Market Cap | $1B |
Peers used for multiples: BCPC, EMN, ESI, FPH, HCC, SXT
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
78%
20-Day Fair Value
≈ by Nov 19, 2026
$64.37
α +0.7%
rank 70%
conviction
47%
40-Day Fair Value
≈ by Dec 18, 2026
$64.52
α +1.0%
rank 65%
conviction
30%
60-Day Fair Value
≈ by Jan 18, 2027
$65.59
α +2.6%
rank 73%
conviction
78%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $48.07 | 21% | |
| DDM (Gordon) | $35.20 | 17% | |
| Peer P/E | n/a | 0% | median 26.8× · 6 peers |
| Peer EV/EBITDA | $194.22 | 6% | median 19.8× · 6 peers |
| Peer P/B | $133.91 | 8% | median 2.5× · 6 peers |
| Peer P/S | $317.87 | 8% | median 2.7× · 6 peers |
| Market Anchor (SMA50) | $62.72 | 39% | stability 93% (BB-width) |
| Options Expected (B-L 30d) | $63.04 | 0% | 5 strikes · skew +0.61 |
As of 2026-10-21 · updated
Related
About
- Industry (SIC)
- SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS (2840) · industry map
- Exchange
- XNYS
- Market Cap
- $1.4B
- Employees
- 2,328
- List Date
- 1972-06-01
- CIK
- 0000094049
- Next Earnings
- 2026-10-28 (Pre-Market)
- EPS Forecast
- $0.73 (2 est.)
- Headquarters
- Northfield, IL
- Homepage
- https://www.stepan.com
Stepan Co manufactures and sells a variety of chemicals and chemical-based products. The company organizes itself into three segments based on product type. The surfactants segment, which generates the majority of revenue, sells cleaning agents used in detergents, shampoos, body wash, fabric softeners, toothpastes, and other personal-care products. The polymers segment sells polyurethane used to manufacture rigid foam for thermal insulation, as well as phthalic anhydride used to make plastic components for the construction, automotive, and boating industries. The specialty products segment sel…
Summary
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composite
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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 | -6.96% | -11.22% | 5.46% | -4.46% | 0.33% | 22.16% | 0.88% |
| Feb | 1.45% | -5.95% | -7.16% | -1.15% | 0.98% | -13.22% | -4.17% |
| Mar | 3.32% | -3.15% | -0.83% | 2.39% | -5.10% | -1.05% | -0.74% |
| Apr | 0.90% | 0.54% | -10.39% | -6.13% | -6.70% | 0.04% | -3.62% |
| May | 0.55% | 8.51% | 2.08% | 3.75% | 1.61% | 2.44% | 3.16% |
| Jun | -12.18% | -7.94% | 3.19% | -1.76% | 3.20% | 5.81% | -1.61% |
| Jul | -3.91% | 9.61% | 0.37% | 2.25% | -11.24% | 14.37% | 1.91% |
| Aug | -0.92% | -6.57% | -7.81% | -3.14% | 0.34% | -1.26% | -3.23% |
| Sep | -3.95% | -8.85% | -14.04% | 2.64% | -2.61% | 1.51% | -4.22% |
| Oct | 4.56% | 8.25% | 4.79% | -6.39% | -9.10% | 3.85%* | 0.99% |
| Nov | -7.39% | 6.67% | 11.48% | 5.50% | 6.58% | -- | 4.57% |
| Dec | 10.51% | -5.18% | 13.67% | -16.00% | 4.83% | -- | 1.57% |
| Total | -14.97% | -16.99% | -3.20% | -21.98% | -17.14% | 35.41% | -6.48% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $62.41
SMA 50: $62.70
SMA 200: $56.33
Current: $63.90
EMA 12: $62.46
EMA 26: $62.38
MACD: 0.0789 | Signal: 0.1808
BEARISH
ADX (14): 15.33
RANGE
+DI: 20.26
−DI: 16.67
Momentum Oscillators
RSI (14): 59.94
NEUTRAL
Stoch %K: 85.00
Stoch %D: 71.16
Williams %R: -4.27
Volume & Volatility
BB Upper: $64.47
BB Lower: $60.36
NEUTRAL
OBV: 1,017,347
Vol SMA 20: 142,758
Vol ROC: 64.03%
ATR: $1.56
True Range: $1.64
HV 20: 20.2%
HV 30: 21.8%
HV 60: 33.4%
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
Executive Summary
Overall assessment: NEUTRAL (confidence level: 7/10)
Key drivers:
- Moderate volatility, following market trends
- Bullish MACD crossover, indicating potential momentum buildup
- Recent positive news headlines on the company's products and dividend payments
Primary risks:
- Downtrend risk if price breaks below SMA 50 ($52.96)
- Volatility increase if IV rank continues to rise
Investment thesis: SCL has a stable dividend yield and moderate volatility, making it an attractive option for income-seeking investors. However, the stock's recent uptrend may be vulnerable to a correction if market conditions change.
Recent news sentiment impact: Positive headlines on Stepan's products and dividend payments have contributed to the stock's upward momentum.
Technical Analysis
Trend direction:
- Short-term (1-4 weeks): Uptrend
- Medium-term (1-3 months): Neutral trend
- Long-term (3-12 months): Uptrend
Support/resistance levels:
- SMA 20: $55.07 (support)
- SMA 50: $52.96 (resistance)
Momentum signals:
- RSI: 61.26 (neutral), indicating a potential consolidation phase
- MACD: Bullish crossover, suggesting momentum buildup
- Bollinger Bands: Price is currently within the middle band, indicating a neutral signal
Volume analysis:
- Volume SMA 20: 160840.45 (moderate volume)
- On-Balance Volume (OBV): 509481.97 (strong buying pressure)
- Volume Rate of Change: -30.63% (reduced buying pressure)
News & Sentiment Analysis
Recent headlines summary:
- Positive news on Stepan's products and dividend payments
- Neutral news on the company's strategic business report
Sentiment assessment: POSITIVE sentiment, driven by recent positive news and moderate volatility.
Catalyst identification:
- Upcoming earnings release (no specific date available)
- Product launches and partnerships in the pipeline
Market narrative: The recent uptrend may be vulnerable to a correction if market conditions change. However, the company's stable dividend yield and moderate volatility make it an attractive option for income-seeking investors.
Risk & Volatility Assessment
Beta interpretation:
- Beta 0.89 (vs SPY), indicating moderate volatility
Volatility regime:
- Current vs historical volatility levels: Moderate volatility is higher than average
Options market signals:
- IV rank: 21.6% (Low - shows if volatility is historically high/low)
- Put/call ratios: Neutral sentiment
- Unusual activity: None reported
Downside protection:
- Support level: SMA 20 ($55.07)
Market Context & Positioning
Sector performance:
- Sector performance relative to market: Stronger than average (based on industry trends and news headlines)
Institutional activity:
- Volume patterns suggesting institutional interest: Moderate volume, with increased buying pressure
Correlation analysis:
- R-squared interpretation: Stock moves in sync with the market (0.31 correlation coefficient)
Relative valuation:
- Position within trading range: Within a neutral zone, with potential for further upside or downside movement
Key Levels & Action Items
Critical price levels:
- Support level: SMA 20 ($55.07)
- Resistance level: SMA 50 ($52.96)
Breakout/breakdown levels:
- Breakout above SMA 50 ($52.96) could indicate a new uptrend
- Breakdown below SMA 20 ($55.07) could signal a correction
Time-sensitive catalysts:
- Upcoming earnings release (no specific date available)
- Product launches and partnerships in the pipeline
Risk management:
- Stop-loss levels: Set stop-loss at SMA 20 ($55.07) to limit potential losses
- Position sizing considerations: Consider reducing position size if IV rank continues to rise or market conditions change
Generated
News
All SCL news →
Earnings History
8 of 12 under expected move
Avg Expected Move
7.88%
Avg Actual Move
6.11%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-04-27 | Pre-Market | 1.94% | 1.83% | 0.94x | Within |
| 2022-04-26 | Pre-Market | 14.39% | 1.72% | 0.12x | Within |
| 2023-07-26 | Pre-Market | 6.18% | 3.24% | 0.52x | Within |
| 2023-10-18 | Pre-Market | 6.18% | 6.18% | 1.00x | Within |
| 2024-04-30 | Pre-Market | 6.19% | 1.82% | 0.29x | Within |
| 2024-07-31 | Pre-Market | 5.89% | 6.00% | 1.02x | Exceeded |
| 2024-10-30 | Pre-Market | 9.22% | 2.04% | 0.22x | Within |
| 2025-02-19 | Pre-Market | 6.36% | 0.06% | 0.01x | Within |
| 2025-07-30 | Pre-Market | 7.11% | 9.67% | 1.36x | Exceeded |
| 2026-02-23 | Pre-Market | 8.33% | 20.38% | 2.45x | Exceeded |
| 2026-04-28 | Pre-Market | 11.63% | 6.32% | 0.54x | Within |
| 2026-07-29 | Pre-Market | 11.12% | 14.01% | 1.26x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
SCL Options Activity & IV Rank
SCL IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 42.8%
7-DTE IV: —
Expected Move: $6.35
7-DTE Move: $6.35
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 4
Put Volume: 1
P/C Volume: 0.25
BULLISH
Call OI: 5
Put OI: 11
P/C OI: 2.2
Total OI: 16
ATM Options Pricing
ATM Call: $2.75
ATM Put: $3.60
Call %: 4.3%
Put %: 5.6%
Chain Summary
Chain Volume: 70
Chain OI: 215
Last Updated: 10/21/2026
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
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 94th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
94%
vs own history
GEX tilt
+0.92
OI-weighted, today
Vanna tilt
+0.32
δ-sensitivity to IV
Charm tilt
-0.56
δ-decay vs time
Vanna tilt +0.32: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.56: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 4 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 21 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · ATM 42.5% / 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)71.9MediumOct 21
Straddle Price (30 DTE)$6.35Oct 21
Beta Analysis
Risk Metrics
Beta: 0.6242
Alpha: 29.93%
Correlation: 0.2179
R-Squared: 4.7%
Stock Volatility: 36.4%
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 SCL
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $5.2M | #2030 of 3716 | +118.7% | 13F | |
| Point72 Hedge fund Steve Cohen | $2.3M | #1234 of 1945 | -12.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $1.1M | #3575 of 6285 | +142.8% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $33K | #3550 of 4729 | +0.7% | 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
SCL Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 22,898,750 (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.
5 filers$16.89M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $8.53M | 50.49% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $7.75M | 45.88% | 2026-06-30 |
| 3 | Wolverine Trading, LLC Custodian | $279.07K | 1.65% | 2025-09-30 |
| 4 | Susquehanna International Group, LLP Custodian | $245.17K | 1.45% | 2026-06-30 |
| 5 | Simplex Trading, LLC Custodian | $89.15K | 0.53% | 2026-06-30 |
2 filers$3.25M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Wolverine Trading, LLC Custodian | $2.65M | 81.49% | 2025-09-30 |
| 2 | Susquehanna International Group, LLP Custodian | $601.78K | 18.51% | 2026-06-30 |
SCL Insider Trading (Form 4)
Latest: 2026-08-28Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-08-28 | Shawn G Lisle | VP GC & Secretary | Mixed | +815 | $62.35 | $50.8K | EDGAR |
| 2026-08-12 | Ruben Dario Velasquez | SVP & Chief Financial Officer | Mixed | +960 | $64.67 | $62.1K | EDGAR |
| 2026-05-12 | Joaquin Delgado | Director | Award (A) | +2,566 | $52.61 | $135.0K | EDGAR |
| 2026-05-12 | Susan Lewis | Director | Award (A) | +2,566 | $52.61 | $135.0K | EDGAR |
| 2026-05-12 | Jan Stern Reed | Director | Award (A) | +2,566 | $52.61 | $135.0K | EDGAR |
| 2026-05-12 | Randall S. Dearth | Director | Award (A) | +2,566 | $52.61 | $135.0K | EDGAR |
| 2026-05-12 | Richard Finn Stepan | V.P. and Gen'l. Mgr., Polymers | Award (A) | +56 | $52.51 | $3.0K | EDGAR |
| 2026-05-12 | F Quinn Stepan Jr | Director | Award (A) | +2,566 | $52.61 | $135.0K | EDGAR |
| 2026-05-12 | Shawn G Lisle | VP GC & Secretary | Award (A) | +25 | $52.51 | $1.3K | EDGAR |
| 2026-05-12 | Ruben Dario Velasquez | VP and Chief Financial Officer | Award (A) | +35 | $52.51 | $1.9K | EDGAR |
| 2026-05-12 | Lorinda Burgess | Director | Award (A) | +2,566 | $52.61 | $135.0K | EDGAR |
| 2026-05-12 | Corning F. Painter | Director | Award (A) | +2,566 | $52.61 | $135.0K | EDGAR |
| 2026-05-12 | Luis Rojo | President & CEO | Award (A) | +56 | $52.51 | $3.0K | EDGAR |
| 2026-05-12 | Sean Thomas Moriarty | VP & GM Surfactants | Award (A) | +56 | $52.51 | $3.0K | EDGAR |
| 2026-05-12 | Andrea Jean Barry | VP & CHRO | Award (A) | +16 | $52.51 | $865 | 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.
SCL Insider Holdings
20 insiders · @ $63.90
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 | Richard Finn Stepan | V.P. and Gen'l. Mgr., Polymers | 336,811 | $21.52M | -$191.2K | 29 | 2026-05-12 |
| 2 | F Quinn Stepan Jr | Director | 143,007 | $9.14M | -$24.26M | 182 | 2026-05-12 |
| 3 | Sean Thomas Moriarty | VP & GM Surfactants | 18,683 | $1.19M | -$959.3K | 47 | 2026-05-12 |
| 4 | Joaquin Delgado | Director | 18,637 | $1.19M | $0 | 15 | 2026-05-12 |
| 5 | Randall S. Dearth | Director | 16,672 | $1.07M | -$51.4K | 50 | 2026-05-12 |
| 6 | Jan Stern Reed | Director | 16,477 | $1.05M | $51.2K | 12 | 2026-05-12 |
| 7 | Luis Rojo | President & CEO | 16,209 | $1.04M | -$633.4K | 48 | 2026-05-12 |
| 8 | Edward J Wehmer | Director | 11,902 | $760.5K | -$1.06M | 94 | 2025-04-15 |
| 9 | Jason Scott Keiper | VP & Chief Tech & Sust Officer | 8,217 | $525.1K | $242.2K | 23 | 2025-03-21 |
| 10 | Susan Lewis | Director | 6,962 | $444.9K | $31.8K | 4 | 2026-05-12 |
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.
SCL Board & Officers
As of SEC filings through Aug 28, 2026Directors 8
- F Quinn Stepan Jr · on file since 2006
- Joaquin Delgado · since May 3, 2011
- Randall S. Dearth · since Apr 24, 2012
- Jan Stern Reed · since Oct 20, 2015
- Lorinda Burgess · since Jan 27, 2021
- Susan Lewis · since Feb 15, 2024
- Luis Rojo · listed since Nov 2024
- Corning F. Painter · since Jun 9, 2025
Officers 10
- Luis Rojo · President & CEO · listed since Nov 2024
- Matthew John Eaken · VP & Interim CFO · since Jan 1, 2018
- Ruben Dario Velasquez · VP and Chief Financial Officer · since Jul 15, 2025
- Shawn G Lisle · VP GC & Secretary · since Aug 26, 2025
- Robert Joseph Haire · EVP, Supply Chain · since May 1, 2023
- Richard Finn Stepan · V.P. and Gen'l. Mgr., Polymers · since Jan 1, 2021
- Sean Thomas Moriarty · VP & GM Surfactants · listed since Feb 2021
- Andrea Jean Barry · VP & CHRO · since Sep 30, 2025
- Afonso Adriano Jose Galimberti · VP and GM Surfactants NA · since Apr 1, 2026
- Robin Joseph Weitkamp · VP and GM Surfactants-INT · since Apr 1, 2026
Changes in the last 10 years (39)
| Apr 1, 2026 | Robin Joseph Weitkamp became VP and GM Surfactants-INT |
| Apr 1, 2026 | Afonso Adriano Jose Galimberti became VP and GM Surfactants NA |
| Sep 30, 2025 | Andrea Jean Barry became VP & CHRO |
| Aug 26, 2025 | Shawn G Lisle became VP GC & Secretary |
| Jul 15, 2025 | Ruben Dario Velasquez became VP and Chief Financial Officer |
| Jun 9, 2025 | Corning F. Painter became a director |
| Feb 18, 2025 | The company announced the departure of Edward J Wehmer from the board in an SEC filing |
| Jan 29, 2025 | The company announced the departure of David Kabbes as VP GC & Secretary in an SEC filing |
| Nov 12, 2024 | Luis Rojo listed as President & CEO (previously VP & Chief Financial Officer) in SEC filings |
| Nov 12, 2024 | Luis Rojo first listed as a director in an SEC filing |
| Oct 30, 2024 | The company announced the departure of Scott R. Behrens as President & CEO in an SEC filing |
| Oct 29, 2024 | The company announced the departure of Scott R. Behrens from the board in an SEC filing |
| Oct 29, 2024 | Samuel S Hinrichsen became VP & Interim CFO |
| Feb 15, 2024 | Susan Lewis became a director |
| Sep 18, 2023 | Sharon Purnell became VP & CHRO |
| May 24, 2023 | Arthur W Mergner listed as Exec VP (previously Exec VP, Supply Chain) in SEC filings |
| May 1, 2023 | Robert Joseph Haire became EVP, Supply Chain |
| Feb 16, 2023 | Scott R. Behrens listed as President & CEO (previously President & COO) in SEC filings |
| Feb 16, 2023 | Scott R. Behrens first listed as a director in an SEC filing |
| Feb 10, 2023 | Debra Stefaniak reported in an SEC filing no longer being VP, Business Enablement |
| Nov 15, 2022 | F Quinn Stepan Jr no longer listed as Chairman & CEO in SEC filings |
| Feb 15, 2022 | The company announced the departure of Michael Ross Boyce from the board in an SEC filing |
| Mar 8, 2021 | Scott R. Behrens listed as President & COO (previously VP/GM Surfactants) in SEC filings |
| Feb 19, 2021 | Sean Thomas Moriarty listed as VP & GM Surfactants (previously VP & GM Polymers) in SEC filings |
| Feb 19, 2021 | F Quinn Stepan Jr listed as Chairman & CEO (previously Chairman, President & CEO) in SEC filings |
| Feb 19, 2021 | Arthur W Mergner listed as Exec VP, Supply Chain (previously VP, Supply Chain) in SEC filings |
| Jan 27, 2021 | Lorinda Burgess became a director |
| Jan 1, 2021 | Richard Finn Stepan became V.P. and Gen'l. Mgr., Polymers |
| Jul 15, 2019 | David Kabbes became VP GC & Secretary |
| Jun 12, 2019 | Jason Scott Keiper became VP & Chief Tech & Sust Officer |
| Dec 13, 2018 | Debra Stefaniak listed as VP, Business Enablement (previously VP, Business Transformation) in SEC filings |
| Jul 19, 2018 | Janet Anne Catlett became VP, CHRO |
| May 2, 2018 | Luis Rojo became VP & Chief Financial Officer |
| Jan 1, 2018 | Matthew John Eaken became VP & Interim CFO |
| Nov 6, 2017 | Frank Pacholec listed as Vice President, Strategy (previously Vice President R&D) in SEC filings |
| Sep 19, 2017 | Arthur W Mergner listed as VP, Supply Chain (previously VP & General Manager) in SEC filings |
| Sep 1, 2017 | Sean Thomas Moriarty became VP & GM Polymers |
| Feb 14, 2017 | F Quinn Stepan no longer listed as Chairman in SEC filings |
| Feb 14, 2017 | F Quinn Stepan Jr listed as Chairman, President & CEO (previously President & CEO) in SEC filings |
Not reported recently (13)
- Jason Scott Keiper · Last reported as VP & Chief Tech & Sust Officer in an SEC filing dated Mar 21, 2025
- Sharon Purnell · Last reported as VP & CHRO in an SEC filing dated Mar 21, 2025
- Samuel S Hinrichsen · Last reported as VP & Interim CFO in an SEC filing dated Mar 21, 2025
- Arthur W Mergner · Last reported as Exec VP in an SEC filing dated May 31, 2023
- Gregory E Lawton · Last reported as a director in an SEC filing dated Apr 27, 2023
- Janet Anne Catlett · Last reported as VP, CHRO in an SEC filing dated Feb 21, 2023
- Frank Pacholec · Last reported as Vice President, Strategy in an SEC filing dated Dec 17, 2019
- F Quinn Stepan · Last reported as a director in an SEC filing dated Feb 4, 2019
- Robert Victor Slone · Last reported as VP Chief Tech & Sustainability in an SEC filing dated Jan 9, 2019
- Gregory Servatius · Last reported as VP of Human Resources in an SEC filing dated Jun 19, 2018
- Jennifer Ansbro Hale · Last reported as VP, Gen'l Counsel & Sec'y in an SEC filing dated Feb 28, 2018
- Scott C Mason · Last reported as Vice President, Supply Chain in an SEC filing dated Mar 7, 2017
- Scott D Beamer · Last reported as VP & Chief Financial Officer in an SEC filing dated Mar 7, 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.
SCL Proposed Insider Sales (Form 144)
Latest: 2025-08-04
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | STEPAN F QUINN JR | Director | 10,000 | $499.6K | 2025-08-04 | Merrill Lynch | — | EDGAR |
| 2024-11-25 | Behrens Scott R. | Former Officer | 1,266 | $98.1K | 2024-11-25 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-11-13 | Behrens Scott R. | Former Director | 1,250 | $95.4K | 2024-11-13 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-11-12 | Behrens Scott R. | Former Officer and Director | 250 | $19.4K | 2024-11-12 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-03-07 | STEPAN F QUINN JR | Director | 2,000 | $174.9K | 2024-03-07 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-03-06 | STEPAN F QUINN JR | Director | 1,000 | $86.2K | 2024-03-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-03-06 | STEPAN F QUINN JR | Director | 1,000 | $86.9K | 2024-03-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-03-05 | STEPAN F QUINN JR | Director | 1,000 | $87.5K | 2024-03-05 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-02-27 | STEPAN F QUINN JR | Director | 6,363 | $570.0K | 2024-02-27 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-02-26 | STEPAN F QUINN JR | Director | 3,637 | $327.7K | 2024-02-26 | Fidelity Brokerage Services LLC | — | 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).
ETF Holders
99 ETFs hold SCL
25 shown · $457.39M total exposure · 0.09% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.08% | $80.4M | $103.1B | 2026-10-20 |
| 2 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.21% | $66.6M | $31.4B | 2026-10-20 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $42.5M | — | 2026-09-30 |
| 4 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.05% | $35.3M | $75.1B | 2026-10-20 |
| 5 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.02% | $30.3M | — | 2026-09-30 |
| 6 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.09% | $24.7M | — | 2026-10-20 |
| 7 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.03% | $19.7M | — | 2026-09-30 |
| 8 | VXF Vanguard Extended Market ETF | Vanguard | 0.02% | $15.0M | — | 2026-09-30 |
| 9 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.04% | $12.9M | — | 2026-10-20 |
| 10 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.09% | $12.8M | $13.7B | 2026-10-20 |
| 11 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.08% | $12.3M | $15.7B | 2026-10-20 |
| 12 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.15% | $11.2M | $7.6B | 2026-10-20 |
| 13 | SMDV ProShares S&P SmallCap 600 Dividend Aristocrats ETF | ProShares | 1.62% | $10.6M | — | 2026-10-21 |
| 14 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.03% | $10.5M | — | 2026-10-20 |
| 15 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.11% | $9.5M | — | 2026-05-31 |
| 16 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.00% | $8.8M | — | 2026-09-30 |
| 17 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.05% | $8.0M | — | 2026-09-30 |
| 18 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.01% | $7.5M | — | 2026-09-30 |
| 19 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.15% | $7.0M | $4.7B | 2026-10-20 |
| 20 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $6.8M | — | 2026-10-20 |
| 21 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.02% | $5.4M | — | 2026-05-31 |
| 22 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.07% | $5.1M | — | 2026-10-20 |
| 23 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.21% | $5.0M | — | 2026-06-30 |
| 24 | VEA Vanguard FTSE Developed Markets ETF | Vanguard | 0.00% | $4.8M | — | 2026-09-30 |
| 25 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.08% | $4.7M | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$-0.12
TTM Revenue
$2.43B
TTM Net Income
$-2.65M
TTM Op. Cash Flow
$155.04M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $684.11M | $22.91M | $1.00 | $8.36M |
| Q1 '26 | 2026-03-31 | $604.51M | $-41.41M | $-1.81 | $16.93M |
| Q4 '25 | 2025-12-31 | $553.89M | $5.00M | $0.22 | $59.99M |
| Q3 '25 | 2025-09-30 | $590.28M | $10.84M | $0.47 | $69.76M |
| Q2 '25 | 2025-06-30 | $594.69M | $11.34M | $0.50 | $11.19M |
| Q1 '25 | 2025-03-31 | $593.25M | $19.71M | $0.86 | $6.94M |
| Q4 '24 | 2024-12-31 | $525.61M | $3.35M | $0.15 | $68.29M |
| Q3 '24 | 2024-09-30 | $546.84M | $23.61M | $1.03 | $22.71M |
| Q2 '24 | 2024-06-30 | $556.40M | $9.52M | $0.42 | $29.50M |
| Q1 '24 | 2024-03-31 | $551.42M | $13.89M | $0.61 | $41.55M |
| Q4 '23 | 2023-12-31 | $532.13M | $-1.19M | $-0.05 | $68.98M |
| Q3 '23 | 2023-09-30 | $562.23M | $12.57M | $0.55 | $70.10M |
Q2 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
—
P/B
1.21
P/S
0.60
EV/EBITDA
7.58
EV/Sales
0.66
ROE
-0.2%
ROA
-0.1%
Div Yield
2.48%
FCF Yield
10.60%
Debt/Equity
0.20
Current Ratio
—
Market Cap
$1.46B
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
661.47K
SI % of Float
3.11%
Days to Cover
3.83
Short Vol Ratio
64.1%
Free Float
21.28M
Float %
93.6%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-07