SHC Sotera Health Company Common Stock

XNAS 17.77 Delayed
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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.

SHC $17.77 —
Key stats
$17.77
Pre-market $17.47 -1.69%
52-Week Range
$13.09 – $19.85
YTD
+0.45%
IV Rank (30D)
16.33
Straddle Price
$1.93
P/C Vol Ratio
0.02
Market Cap
$5.1B
Open
$17.93
Day Range
$17.75 – $18.16
Volume
2,716,460
Prev Close
$17.93
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)5.15%
Beta vs SPY1.38
Cost of Equity (CAPM)12.75% (VRP-adj)
WACC10.50%
Volatility Risk Premium+118.7pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-4.9%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)24.6%
Book / Price12.2%
Gross Margin (TTM)55.3%
FCF Margin (TTM)9.5%
Debt / Equity3.56
Quality Score3/6 — normal (10y DCF)
SMA 50$18.59 (Market Anchor value)
SMA 20 / Bollinger Mid$18.13
Bollinger Width / SMA2034.2% (drives anchor stability)
Net Debt$1.9B
Market Cap$5B
Peers used for multiples: AVGO, DXCM, ELAN, LLY, SMH, VOO, XRAY, ZBH
60-Day Conviction
94%
20-Day Fair Value
≈ by Nov 20, 2026
$18.20
α +2.4% rank 79%
conviction
95%
40-Day Fair Value
≈ by Dec 21, 2026
$18.87
α +6.2% rank 79%
conviction
100%
60-Day Fair Value
≈ by Jan 19, 2027
$18.59
α +4.6% rank 74%
conviction
94%
MethodImplied PriceWeightDetail
DCF $-3.32 0%
DDM (Gordon) n/a 0%
Peer P/E $15.18 35% median 37.0× · 4 peers
Peer EV/EBITDA $30.87 35% median 18.8× · 6 peers
Peer P/B $15.27 7% median 7.0× · 6 peers
Peer P/S $18.19 23% median 4.4× · 6 peers
Market Anchor (SMA50) $18.59 0% stability 0% (BB-width)
Options Expected (B-L 30d) $17.58 0% 8 strikes · skew +0.44
As of 2026-10-22 · updated
About
Industry (SIC)
SERVICES-MISC HEALTH & ALLIED SERVICES, NEC (8090) · industry map
Exchange
XNAS
Market Cap
$5.1B
Employees
3,000
List Date
2020-11-20
CIK
0001822479
Next Earnings
2026-11-03 (After-Close)
EPS Forecast
$0.24 (3 est.)
Headquarters
Broadview Heights, OH
Homepage
https://www.soterahealth.com

Sotera Health Co provides sterilization, analytical lab testing, and advisory services to help ensure that medical, pharmaceutical, and food products are safe for healthcare practitioners, patients, and consumers. The company operates in three reportable segments: Sterigenics, Nordion, and Nelson Labs. The Sterigenics segment, which generates maximum revenue, provides outsourced terminal sterilization and irradiation services for medical devices, pharmaceuticals, food safety, and other application markets using three core technologies: gamma irradiation, EO processing, and E-beam irradiation. …

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-3.44%-7.56%106.96%-12.12%0.66%2.43%14.49%
Feb-1.40%1.86%-8.60%-2.02%-9.04%-11.20%-5.07%
Mar-9.57%1.36%4.86%-17.51%-0.17%-9.87%-5.15%
Apr2.92%-6.94%-3.90%-4.27%3.32%4.64%-0.71%
May-4.78%3.65%-14.14%-0.80%1.16%0.90%-2.34%
Jun-0.29%-7.42%32.77%3.58%-8.78%14.22%5.68%
Jul-2.63%-2.29%3.94%19.78%0.35%0.31%3.24%
Aug4.84%-11.37%-14.33%13.28%46.82%5.06%7.38%
Sep4.89%-60.09%-6.37%8.72%-2.66%-1.02%-9.42%
Oct-5.98%-6.65%-13.76%-3.69%2.53%-1.93%*-4.91%
Nov-16.15%20.87%6.06%-16.96%5.24%---0.19%
Dec13.60%-5.23%20.36%3.25%1.67%--6.73%
Total-19.32%-68.50%99.45%-14.89%37.11%1.14%5.83%
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: $18.13
SMA 50: $18.59
SMA 200: $17.02
Current: $17.77
EMA 12: $17.98
EMA 26: $18.18
MACD: -0.2052 | Signal: -0.0254
BEARISH
ADX (14): 11.92
RANGE
+DI: 16.27
−DI: 17.88

Momentum Oscillators

RSI (14): 42.76
NEUTRAL
Stoch %K: 18.37
Stoch %D: 21.24
Williams %R: -82.31

Volume & Volatility

BB Upper: $18.70
BB Lower: $17.57
NEUTRAL
OBV: -12,455,534
Vol SMA 20: 1,850,954
Vol ROC: 68.78%
ATR: $0.50
True Range: $0.41
HV 20: 21.7%
HV 30: 22.1%
HV 60: 23.3%

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: 6/10)

Key Drivers:

  • Technical indicators suggest a range-bound market with potential for breakout or breakdown
  • Recent news headlines highlight institutional interest, but overall sentiment is neutral
  • Risk metrics indicate above-average volatility, but alpha suggests some outperformance

Primary Risks:

  • Volatility regime may lead to significant price moves
  • News and technical signals may diverge, impacting stock performance

Investment Thesis: SHC appears to be in a consolidation phase, with recent news highlighting institutional interest. The options market is pricing in a $2.40 move by expiration, which could impact the stock's direction.

Recent News Sentiment Impact: Recent headlines have been generally positive, but the overall sentiment remains neutral. This could indicate that the market is expecting some volatility or uncertainty ahead.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Range-bound with potential for breakout or breakdown
  • Medium-term (1-3 months): Consolidation phase
  • Long-term (3-12 months): Uptrend

Support/Resistance Levels:

  • Upper Bollinger Band: $19.76
  • Lower Bollinger Band: $18.15
  • 50-day SMA: $18.50
  • 20-day EMA: $18.95

Momentum Signals:

  • RSI (14): 49.78 (neutral)
  • MACD: Bullish crossover above signal line (0.07 / -0.03 / 0.10)

Volume Analysis:

  • Volume SMA 20: 2069357.35
  • On-Balance Volume (OBV): -11806209.86 (bearish divergence)
  • Volume Rate of Change: 153.56% (increasing volume indicates potential breakout or breakdown)

News & Sentiment Analysis

Recent Headlines Summary:

  • Recent news highlights institutional interest and potential opportunity amid a 21% stock drop

Sentiment Assessment: Aggregate sentiment is neutral, with some positive headlines and no significant negative news.

Catalyst Identification:

  • Upcoming earnings release may impact the stock's direction

Market Narrative:

  • News signals are aligned with technical indicators, suggesting a range-bound market with potential for breakout or breakdown

Risk & Volatility Assessment

Risk Metrics:

  • Beta: 1.02 (above average volatility)
  • Alpha: 0.05 (some outperformance relative to market)

Volatility Regime:

  • Historical volatility: HV20 23.1%, HV30 21.7%, HV60 26.8% (above average volatility)
  • IV Premium vs HV30: 786.7% (implied richer than realized, suggesting potential for increased volatility)

Options Market Signals:

  • IV Rank: 62.8% (Medium - shows if volatility is historically high/low)
  • Current IV: 192.8% (highly volatile)
  • Expected Move: $2.40 by expiration (28 DTE), 7-DTE: $1.85

Downside Protection:

  • Support levels: Lower Bollinger Band, 50-day SMA
  • Risk management considerations: Stop-loss levels and position sizing considerations based on market volatility and news sentiment

Market Context & Positioning

Sector Performance:

  • Sector relative strength vs. market: Neutral (SHC's performance is aligned with the sector)

Institutional Activity:

  • Volume patterns suggest institutional interest and potential buying pressure

Correlation Analysis:

  • Correlation coefficient: 0.45 (SHC moves relatively in line with the market, but with some amplification)

Relative Valuation:

  • Position within trading range: SHC appears to be in a consolidation phase, with recent news highlighting institutional interest

Key Levels & Action Items

Critical Price Levels:

  • Upper Bollinger Band: $19.76 (resistance)
  • Lower Bollinger Band: $18.15 (support)

Breakout/Breakdown Levels:

  • Potential for breakout or breakdown above/below the upper/lower Bollinger Bands

Time-Sensitive Catalysts:

  • Upcoming earnings release may impact the stock's direction

Risk Management:

  • Stop-loss levels and position sizing considerations based on market volatility and news sentiment
Generated
News
All SHC news →
Earnings History
18 of 19 under expected move
Avg Expected Move
12.67%
Avg Actual Move
2.92%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-08-12 After-Close 2.44% 0.81% 0.33x Within
2021-11-10 After-Close 7.05% 5.68% 0.81x Within
2022-11-02 After-Close 27.62% 2.06% 0.07x Within
2023-02-28 After-Close 12.28% 2.34% 0.19x Within
2023-05-03 After-Close 9.26% 2.53% 0.27x Within
2023-08-03 After-Close 7.22% 1.25% 0.17x Within
2023-11-01 After-Close 8.94% 0.47% 0.05x Within
2024-01-09 After-Close 7.80% 5.30% 0.68x Within
2024-02-27 After-Close 8.07% 13.75% 1.70x Exceeded
2024-05-02 After-Close 14.67% 1.01% 0.07x Within
2024-08-05 After-Close 19.34% 3.38% 0.17x Within
2024-11-05 After-Close 26.91% 4.47% 0.17x Within
2025-02-27 After-Close 15.07% 1.55% 0.10x Within
2025-05-01 Pre-Market 15.22% 5.22% 0.34x Within
2025-08-08 After-Close 11.27% 0.64% 0.06x Within
2025-11-04 Pre-Market 10.69% 1.08% 0.10x Within
2026-02-24 After-Close 13.76% 3.35% 0.24x Within
2026-05-05 Pre-Market 12.67% 0.39% 0.03x Within
2026-08-06 After-Close 10.44% 0.26% 0.02x Within

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

SHC Options Activity & IV Rank

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

Volatility Metrics

Current IV: 46.6%
7-DTE IV: —
Expected Move: $1.93
7-DTE Move: $1.93
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 141
Put Volume: 3
P/C Volume: 0.021
BULLISH
Call OI: 566
Put OI: 1
P/C OI: 0.002
Total OI: 567

ATM Options Pricing

ATM Call: $1.10
ATM Put: $0.82
Call %: 6.2%
Put %: 4.6%

Chain Summary

Chain Volume: 193
Chain OI: 637
Last Updated: 10/21/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
HIGH γ vs HISTORY

Estimated net dealer gamma is at the 90th 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
90%
vs own history
GEX tilt
+1.00
OI-weighted, today
Vanna tilt
+0.94
δ-sensitivity to IV
Charm tilt
-0.97
δ-decay vs time
Vanna tilt +0.94: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.97: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 3 ATM contracts, 1k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 21 · No data
30 DTE / 10d —
— pts EXTREME
as of Oct 21 · ATM 46.9% / Wing —

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)16.3LowOct 21
Straddle Price (30 DTE)$1.93Oct 21
Beta Analysis

Risk Metrics

Beta: 0.9755
Alpha: -3.89%
Correlation: 0.4352
R-Squared: 18.9%
Stock Volatility: 28.5%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own SHC
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$35.6M
0.02%
#849 of 6285+190.0%13F
Millennium Management Hedge fund
Izzy Englander
$34.3M
0.02%
#814 of 3716+506.2%13F
Bridgewater Associates Hedge fund
Ray Dalio
$342K
0.00%
#962 of 997-97.2%13F
Rockefeller Capital Management Family office
Rockefeller family
$7K
0.00%
#4126 of 4729-34.9%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

SHC Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 286,636,000 (as of 2026-03-31)

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

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

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

332 filers328,021,858 shares$5.75B value114.44% of float
# Filer Shares Value % of Total % of Float Period
1 Sessa Capital IM, L.P. 27,050,000 $480.14M 8.35% 9.44% 2026-06-30
2 Darsana Capital Partners LP 27,000,000 $479.25M 8.33% 9.42% 2026-06-30
3 BlackRock, Inc. Custodian 24,148,424 $428.63M 7.45% 8.42% 2026-06-30
4 Sculptor Capital LP 24,000,000 $426.00M 7.40% 8.37% 2026-06-30
5 Vanguard Group Inc Custodian 19,228,375 $339.19M 5.90% 6.71% 2025-12-31
6 Sachem Head Capital Management LP 15,560,000 $276.19M 4.80% 5.43% 2026-06-30
7 Vanguard Capital Management LLC 12,170,699 $216.03M 3.76% 4.25% 2026-06-30
8 Vanguard Portfolio Management LLC 11,946,341 $212.05M 3.69% 4.17% 2026-06-30
9 T. Rowe Price Investment Management, Inc. 10,518,373 $186.70M 3.25% 3.67% 2026-06-30
10 AQR Capital Management, LLC Custodian 10,734,313 $186.40M 3.24% 3.74% 2026-06-30
11 Jupiter Topco LLC 8,402,106 $149.14M 2.59% 2.93% 2026-06-30
12 State Street Corp 8,324,321 $147.76M 2.57% 2.90% 2026-06-30
13 Janus Henderson Group plc 9,162,191 $131.41M 2.28% 3.20% 2026-03-31
14 Two Seas Capital LP 6,111,053 $112.99M 1.96% 2.13% 2026-09-30
15 FMR LLC Custodian 6,173,320 $109.58M 1.90% 2.15% 2026-06-30
16 Voss Capital, LP 5,825,000 $103.39M 1.80% 2.03% 2026-06-30
17 Dimensional Fund Advisors LP Custodian 5,799,870 $102.94M 1.79% 2.02% 2026-06-30
18 Geode Capital Management, LLC Custodian 5,219,965 $92.68M 1.61% 1.82% 2026-06-30
19 Irenic Capital Management LP 5,141,822 $91.27M 1.59% 1.79% 2026-06-30
20 DME Capital Management, LP 4,135,515 $73.41M 1.28% 1.44% 2026-06-30
21 LAKEWOOD CAPITAL MANAGEMENT, LP 3,979,581 $70.64M 1.23% 1.39% 2026-06-30
22 Norges Bank 3,512,499 $62.35M 1.08% 1.23% 2026-06-30
23 ION Fund Management Ltd 3,343,648 $59.35M 1.03% 1.17% 2026-06-30
24 Morgan Stanley Custodian 3,075,334 $54.59M 0.95% 1.07% 2026-06-30
25 Charles Schwab Investment Management, Inc. 2,803,452 $49.76M 0.86% 0.98% 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

SHC Insider Trading (Form 4)

Latest: 2026-08-19
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-08-19 Michael B. Petras Jr. Executive Chairman Sell (S) −1,144,515 $18.50 -$21.17M EDGAR
2026-08-11 Michael P Rutz President of Sterigenics Sell (S) −150,000 $18.84 -$2.83M EDGAR
2026-08-07 Jonathan M. Lyons Sr. Vice President, CFO Tax (F) −11,316 $17.98 -$203.5K EDGAR
2026-08-07 Jonathan M. Lyons Sr. Vice President, CFO Tax (F) −11,316 $17.98 -$203.5K EDGAR
2026-05-27 David E. Wheadon Director Award (A) +14,970 — EDGAR
2026-05-27 Christopher Simon Director Award (A) +14,970 — EDGAR
2026-05-27 Ruoxi Chen Director Award (A) +14,970 — EDGAR
2026-05-27 Vincent K Petrella Director Award (A) +14,970 — EDGAR
2026-05-27 James Neary Director Award (A) +14,970 — EDGAR
2026-05-27 Karen Flynn Director Award (A) +14,970 — EDGAR
2026-05-27 Sean Laurence Cunningham Director Award (A) +14,970 — EDGAR
2026-05-27 Kenneth D. Krause Director Award (A) +14,970 — EDGAR
2026-05-27 Richard G Kyle Director Award (A) +14,970 — EDGAR
2026-05-27 Alton Shader Chief Executive Officer Award (A) +579,573 — EDGAR
2026-05-27 Ann R. Klee Director Award (A) +14,970 — 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.

SHC Insider Holdings

22 insiders · @ $17.77
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 Warburg Pincus XI-C, LLC Director 34,102,952 $606.01M -$4.97B 3 2025-12-05
2 GTCR FUND XI/C LP Director 29,215,301 $519.16M -$939.06M 1 2025-11-12
3 Warburg Pincus Partners GP LLC Director 19,102,952 $339.46M -$3.10B 2 2026-03-10
4 Warburg Pincus XI, L.P. Director 19,102,952 $339.46M -$6.36B 3 2026-03-10
5 GTCR CO-INVEST XI LP Director 12,735,301 $226.31M -$2.16B 3 2026-03-10
6 Michael B. Petras Jr. Executive Chairman 4,367,305 $77.61M -$69.23M 16 2026-08-19
7 Alton Shader Chief Executive Officer 375,939 $6.68M $0 1 2026-05-27
8 Michael P Rutz President of Sterigenics 334,279 $5.94M -$7.77M 14 2026-08-11
9 Alexander Dimitrief Former SVP, GC and Sec. 312,040 $5.54M $0 5 2026-04-02
10 Jonathan M. Lyons Sr. Vice President, CFO 217,304 $3.86M $0 8 2026-08-07
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.

SHC Board & Officers

As of SEC filings through Aug 19, 2026

Directors 13

Officers 5

Changes in the last 10 years (124)
May 26, 2026Alton Shader became a director
May 26, 2026Alton Shader became Chief Executive Officer
May 15, 2026Warburg Pincus XI-C, LLC reported in an SEC filing no longer being a director
May 15, 2026Warburg Pincus XI-C, LLC reported in an SEC filing no longer being a 10% owner
May 15, 2026Warburg Pincus XI, L.P. reported in an SEC filing no longer being a director
May 15, 2026Warburg Pincus XI, L.P. reported in an SEC filing no longer being a 10% owner
May 15, 2026Warburg Pincus XI Partners, L.P. reported in an SEC filing no longer being a director
May 15, 2026Warburg Pincus XI Partners, L.P. reported in an SEC filing no longer being a 10% owner
May 15, 2026Warburg Pincus Private Equity XI-C, L.P. reported in an SEC filing no longer being a director
May 15, 2026Warburg Pincus Private Equity XI-C, L.P. reported in an SEC filing no longer being a 10% owner
May 15, 2026Warburg Pincus Private Equity XI-B, L.P. reported in an SEC filing no longer being a director
May 15, 2026Warburg Pincus Private Equity XI-B, L.P. reported in an SEC filing no longer being a 10% owner
May 15, 2026Warburg Pincus Private Equity XI, L.P. reported in an SEC filing no longer being a director
May 15, 2026Warburg Pincus Private Equity XI, L.P. reported in an SEC filing no longer being a 10% owner
May 15, 2026Warburg Pincus Partners II, L.P. reported in an SEC filing no longer being a director
May 15, 2026Warburg Pincus Partners II, L.P. reported in an SEC filing no longer being a 10% owner
May 15, 2026Warburg Pincus Partners II (Cayman), L.P. reported in an SEC filing no longer being a director
May 15, 2026Warburg Pincus Partners II (Cayman), L.P. reported in an SEC filing no longer being a 10% owner
May 15, 2026Warburg Pincus Partners GP LLC reported in an SEC filing no longer being a director
May 15, 2026Warburg Pincus Partners GP LLC reported in an SEC filing no longer being a 10% owner
Not reported recently (2)
  • Matthew J Klaben · Last reported as SVP, GC and Secretary in an SEC filing dated Oct 7, 2022
  • Michael F Biehl · Last reported as Interim CFO in an SEC filing dated Jul 26, 2022
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.

SHC Proposed Insider Sales (Form 144)

Latest: 2026-08-17
Last 30d: 0 filings  ·  Last 90d: 2 filings · $24.5M notice value · 2 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Michael B. Petras, Jr. (1, $21.6M) · Rutz Michael P (1, $2.8M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-17 Michael B. Petras, Jr. Chairman, CEO 1,144,515 $21.62M 2026-08-17 J.P. Morgan Securities LLC — EDGAR
2026-08-07 Rutz Michael P Officer 150,000 $2.84M 2026-08-07 Charles Schwab Corp. — EDGAR
2025-12-08 Michael B. Petras, Jr. Chairman, CEO 750,000 $12.56M 2025-12-08 J.P. Morgan Securities LLC — EDGAR
2025-12-04 GTCR FUND XI/C LP Owner 1,295,747 $21.16M 2025-12-03 Goldman Sachs & Co. LLC — EDGAR
2025-12-03 GTCR CO-INVEST XI LP Owner 41,219 $673.1K 2025-12-03 Goldman Sachs & Co. LLC — EDGAR
2025-12-03 GTCR FUND XI/A LP Owner 5,143,033 $83.99M 2025-12-03 Goldman Sachs & Co. LLC — EDGAR
2025-12-03 WARBURG PINCUS LLC Affiliate 9,720,000 $163.68M 2025-12-03 Goldman Sachs & Co. LLC — EDGAR
2025-08-22 Rutz Michael P Officer 126,611 $2.04M 2025-08-22 Charles Schwab & Co. — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-22
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-22 0001822479-26-000034 EDGAR
2026-05-20 0001193125-26-232585 EDGAR
2026-05-13 0001193125-26-221630 EDGAR
2026-05-05 0001822479-26-000028 EDGAR
2026-03-16 0001822479-26-000019 EDGAR
2026-03-06 0001193125-26-096983 EDGAR
2026-02-24 0001822479-26-000012 EDGAR
2026-02-05 0001822479-26-000007 EDGAR
2026-01-12 0001822479-26-000004 EDGAR
2025-11-10 0001193125-25-274199 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-24 0001822479-26-000015 EDGAR
2025-02-27 0001822479-25-000015 EDGAR
2024-02-27 0001822479-24-000011 EDGAR
2023-02-28 0001822479-23-000015 EDGAR
2022-03-01 0001822479-22-000014 EDGAR
2021-03-09 0001822479-21-000018 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-05 0001822479-26-000031 EDGAR
2025-11-04 0001822479-25-000054 EDGAR
2025-08-08 0001822479-25-000044 EDGAR
2025-05-01 0001822479-25-000025 EDGAR
2024-11-05 0001822479-24-000049 EDGAR
2024-08-05 0001822479-24-000041 EDGAR
2024-05-02 0001822479-24-000020 EDGAR
2023-11-01 0001822479-23-000063 EDGAR
2023-08-03 0001822479-23-000051 EDGAR
2023-05-03 0001822479-23-000033 EDGAR
ETF Holders
115 ETFs hold SHC
25 shown · $974.06M total exposure · 0.07% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJH iShares Core S&P Mid-Cap ETF iShares (BlackRock) 0.15% $183.3M $123.0B 2026-10-20
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.01% $160.2M — 2026-09-30
3 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.06% $112.7M — 2026-09-30
4 VBK Vanguard Morningstar Small-Cap Growth ETF Vanguard 0.14% $62.8M — 2026-09-30
5 VXF Vanguard Extended Market ETF Vanguard 0.06% $59.4M — 2026-09-30
6 VXUS Vanguard Total International Stock ETF Vanguard 0.01% $40.3M — 2026-09-30
7 MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust SPDR (State Street) 0.15% $38.3M $25.8B 2026-10-20
8 DFAS Dimensional US Small Cap ETF Dimensional 0.11% $35.9M — 2026-10-20
9 IJK iShares S&P Mid-Cap 400 Growth ETF iShares (BlackRock) 0.29% $30.8M $10.5B 2026-10-20
10 SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF SPDR (State Street) 0.15% $27.6M $18.4B 2026-10-20
11 VEA Vanguard FTSE Developed Markets ETF Vanguard 0.01% $26.7M — 2026-09-30
12 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.04% $21.0M $57.3B 2026-10-20
13 IEFA iShares Core MSCI EAFE ETF iShares (BlackRock) 0.01% $20.7M $191.0B 2026-10-20
14 SCHA Schwab U.S. Small-Cap ETF Nport 0.09% $19.9M — 2026-05-31
15 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.02% $19.4M — 2026-10-20
16 VHT Vanguard Health Care ETF Vanguard 0.07% $15.7M — 2026-09-30
17 MIGO MIG Core ETF Nport 2.04% $15.5M — 2026-05-31
18 DFMC Dimensional US Micro Cap ETF Dimensional 0.19% $14.6M — 2026-10-20
19 SCHM Schwab U.S. Mid-Cap ETF Nport 0.08% $11.2M — 2026-05-31
20 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.01% $11.1M $84.5B 2026-10-20
21 VSS Vanguard FTSE All-World EX-US Small-Cap Index Fund Vanguard 0.07% $10.2M — 2026-09-30
22 SCZ iShares MSCI EAFE Small-Cap ETF iShares (BlackRock) 0.08% $9.8M $12.9B 2026-10-20
23 VNQI Vanguard Global ex-U.S. Real Estate ETF Vanguard 0.27% $9.7M — 2026-09-30
24 IVOO Vanguard S&P Mid-Cap 400 ETF Vanguard 0.15% $8.8M — 2026-09-30
25 MDYG State Street® SPDR® S&P 400™ Mid Cap Growth ETF SPDR (State Street) 0.29% $8.3M $2.8B 2026-10-20
Fundamentals

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

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

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

Trailing P/E
—
TTM Diluted EPS
$0.41
TTM Revenue
$1.19B
TTM Net Income
$117.80M
TTM Op. Cash Flow
$261.11M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q1 '262026-03-31$280.05M$26.59M$0.09$29.43M
Q4 '252025-12-31$303.44M$34.85M$0.12$103.10M
Q3 '252025-09-30$311.31M$48.40M$0.17$71.15M
Q2 '252025-06-30$294.34M$7.96M$0.03$57.42M
Q1 '252025-03-31$254.52M$-13.26M$-0.05$55.52M
Q4 '242024-12-31$290.20M$12.32M$0.05$55.72M
Q3 '242024-09-30$285.47M$17.00M$0.06$97.45M
Q2 '242024-06-30$276.59M$8.75M$0.03$61.30M
Q1 '242024-03-31$248.18M$6.32M$0.02$9.70M
Q4 '232023-12-31$310.24M$38.68M$0.14$113.12M
Q3 '232023-09-30$263.18M$-13.66M$-0.05$41.85M
Q2 '232023-06-30$255.28M$23.51M$0.08$-336.57M
Q1 2026 • period ending 2026-03-31 • filed 2026-05-05
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
43.34
P/B
8.18
P/S
4.28
EV/EBITDA
12.22
EV/Sales
5.88
ROE
18.9%
ROA
3.6%
Div Yield
0.00%
FCF Yield
5.13%
Debt/Equity
3.56
Current Ratio
—
Market Cap
$5.09B
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
14.75M
SI % of Float
6.45%
Days to Cover
6.75
Short Vol Ratio
56.2%
Free Float
228.73M
Float %
80.2%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14