SMG The Scotts Miracle-Gro Company

XNYS 55.93 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.

SMG $55.93 —
Key stats
$55.93
52-Week Range
$47.90 – $75.34
YTD
-5.89%
IV Rank (30D)
57.8
Straddle Price
$6.00
P/C Vol Ratio
1.43
Market Cap
$3.3B
Open
$56.02
Day Range
$55.43 – $56.64
Volume
977,043
Prev Close
$55.86
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 SPY1.22
Cost of Equity (CAPM)11.85% (VRP-adj)
WACC9.05%
Volatility Risk Premium+21.1pp (IV − HV30), ERP adj +50bps
Effective Tax Rate37.2%
Rev. Growth (YoY, DCF input)+30.0%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.3B
Return on Equity (TTM)-35.4%
Book / Price-6.4%
Gross Margin (TTM)32.3%
FCF Margin (TTM)7.8%
Quality Score1/6 — cyclical/struggling (5y DCF)
Market-Implied Growth+7.5% (reverse-DCF on current price)
SMA 50$55.41 (Market Anchor value)
SMA 20 / Bollinger Mid$51.16
Bollinger Width / SMA2035.6% (drives anchor stability)
Net Debt$1.8B
Market Cap$3B
Peers used for multiples: CF, CSCO, LIN, NEM, SON, SWK, UPS (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
95%
20-Day Fair Value
≈ by Nov 20, 2026
$57.17
α +2.2% rank 90%
conviction
93%
40-Day Fair Value
≈ by Dec 21, 2026
$58.54
α +4.7% rank 89%
conviction
97%
60-Day Fair Value
≈ by Jan 19, 2027
$58.59
α +4.8% rank 89%
conviction
95%
MethodImplied PriceWeightDetail
DCF $177.40 28%
DDM (Gordon) $40.48 23%
Peer P/E $23.81 7% median 18.3× · 7 peers
Peer EV/EBITDA $75.74 8% median 9.9× · 7 peers
Peer P/B n/a 0% median 3.5× · 7 peers
Peer P/S $145.96 11% median 2.3× · 7 peers
Market Anchor (SMA50) $55.41 0% stability 0% (BB-width)
Options Expected (B-L 30d) $56.70 23% 16 strikes · skew -0.20
As of 2026-10-22 · updated
About
Industry (SIC)
AGRICULTURAL CHEMICALS (2870) · industry map
Exchange
XNYS
Market Cap
$3.3B
Employees
5,200
List Date
1992-01-31
CIK
0000825542
Next Earnings
2026-11-04 (Pre-Market)
EPS Forecast
($2.22) (5 est.)
Headquarters
Marysville, OH
Homepage
https://www.scottsmiraclegro.com

Scotts Miracle-Gro is the largest purveyor of home lawn and gardening products in the US. The company sells a broad range of lawncare products, including grass seed, fertilizer, and lawn-related weed, animal, and disease control. US consumer typically generates the vast majority of companywide revenue and profits. Its lawncare and gardening products are well-recognized brands in the US, including Scotts, Miracle-Gro, Roundup, Ortho, and Tomcat. Over half of revenue typically comes from Home Depot and Lowe's, as Scotts' products are featured at both home improvement retailers.

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
Jan10.31%-8.14%44.50%-12.63%7.99%8.06%8.35%
Feb-6.24%-4.52%2.46%13.39%-15.43%12.48%0.36%
Mar8.98%-11.58%-15.54%11.03%-1.84%-13.60%-3.76%
Apr-7.54%-18.40%-6.68%-4.50%-8.02%2.77%-7.06%
May-5.95%-10.77%-10.33%2.12%11.62%-4.41%-2.95%
Jun-9.39%-14.25%-1.46%1.18%15.09%15.97%1.19%
Jul-7.36%10.94%8.44%23.80%-6.62%-4.17%4.17%
Aug-10.14%-24.02%-20.69%-5.64%-1.05%-12.27%-12.30%
Sep-6.64%-31.68%-6.09%22.91%-5.45%-15.21%-7.03%
Oct0.90%4.99%-6.68%0.31%-8.32%11.82%*0.50%
Nov-1.95%20.64%5.66%-14.02%4.85%--3.04%
Dec16.48%-12.02%9.63%-13.81%2.39%--0.53%
Total-20.46%-68.93%-9.98%15.85%-8.92%-4.63%-16.18%
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: $51.16
SMA 50: $55.41
SMA 200: $61.92
Current: $55.93
EMA 12: $53.03
EMA 26: $53.12
MACD: -0.0811 | Signal: 1.0815
BEARISH
ADX (14): 30.17
TREND
+DI: 33.20
−DI: 18.77

Momentum Oscillators

RSI (14): 61.72
NEUTRAL
Stoch %K: 88.76
Stoch %D: 87.43
Williams %R: -8.57

Volume & Volatility

BB Upper: $55.81
BB Lower: $46.50
OVERBOUGHT
OBV: 2,647,908
Vol SMA 20: 1,190,336
Vol ROC: -6.35%
ATR: $1.84
True Range: $1.21
HV 20: 44.2%
HV 30: 39.3%
HV 60: 37.0%

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: SMG

Executive Summary

Confidence Level: 7/10

BULLISH overall assessment due to recent positive news sentiment, improving technical trends, and moderate volatility. Key drivers include the company's commitment to sustainability initiatives and its reaffirmed fiscal 2026 guidance. Primary risks are market fluctuations and potential changes in consumer behavior.

Recent news sentiment has had a positive impact on the stock price, with headlines focusing on ScottsMiracle-Gro's efforts in urban gardening products and capital allocation strategy.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Neutral, Medium-term (1-3 months): Bullish, Long-term (3-12 months): Bullish

Support/Resistance Levels:

  • Upper Bollinger Band: $62.84
  • Lower Bollinger Band: $58.19
  • SMA 20: $60.51
  • EMA 26: $61.50

Momentum Signals:

  • RSI (14): 35.69 (neutral)
  • MACD: -1.51 / Signal: -0.06 / Histogram: -1.46 (bearish)

Volume Analysis: Volume SMA 20: 767307.65, On-Balance Volume (OBV): 11205229.88, Volume Rate of Change: -93.74%

News & Sentiment Analysis

Recent Headlines Summary: Positive news sentiment surrounding ScottsMiracle-Gro's urban gardening products market forecast and investor day.

Sentiment Assessment: Aggregate news sentiment is POSITIVE (80%).

Catalyst Identification: Upcoming earnings release, product launches, and capital allocation strategy.

Market Narrative: News aligns with technical signals, indicating a moderate bullish trend.

Risk & Volatility Assessment

Beta Interpretation: Beta of 0.80 indicates moderate volatility relative to the market.

Volatility Regime: Current volatility is low (HV30 37.0%) compared to historical levels.

Options Market Signals: IV Rank: 17.1% (Low), Put/Call Volume Ratio: 0.68 (Bullish sentiment).

Downside Protection: Lower Bollinger Band at $58.19 and SMA 20 support at $60.51.

Market Context & Positioning

Sector Performance: Relative strength vs sector/market is neutral.

Institutional Activity: Volume patterns suggest institutional interest, with a moderate volume flow of 53 calls vs 36 puts.

Correlation Analysis: Correlation with SPY is 0.28 (low), indicating a relatively independent stock movement.

Relative Valuation: Stock is positioned within its trading range, with a recent upward trend.

Key Levels & Action Items

Critical Price Levels:

  • Upper Bollinger Band: $62.84
  • Lower Bollinger Band: $58.19
  • SMA 20: $60.51

Breakout/Breakdown Levels: MACD crossover above signal line at -0.06.

Time-Sensitive Catalysts: Upcoming earnings release and investor day.

Risk Management: Stop-loss levels at lower Bollinger Band ($58.19) and position sizing considerations based on current volatility (IV Rank: 17.1%).

Note: This report is an example of a comprehensive analysis using the provided data. The confidence level and risk assessment are subjective and may vary depending on individual judgment and market conditions.

Generated
News
All SMG news →
Earnings History
18 of 23 under expected move
Avg Expected Move
10.08%
Avg Actual Move
6.76%
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
2021-01-11 Pre-Market 1.99% 1.01% 0.51x Within
2021-02-25 Pre-Market 7.71% 3.34% 0.43x Within
2021-05-05 Pre-Market 7.46% 6.30% 0.84x Within
2021-08-04 Pre-Market 7.73% 6.93% 0.90x Within
2021-11-03 Pre-Market 7.07% 10.68% 1.51x Exceeded
2022-02-01 Pre-Market 9.69% 2.98% 0.31x Within
2022-05-03 Pre-Market 11.98% 0.08% 0.01x Within
2022-08-03 Pre-Market 9.66% 6.04% 0.63x Within
2022-11-02 Pre-Market 13.01% 0.39% 0.03x Within
2023-02-01 Pre-Market 14.34% 11.54% 0.80x Within
2023-08-02 Pre-Market 11.90% 19.01% 1.60x Exceeded
2023-11-01 Pre-Market 13.21% 18.54% 1.40x Exceeded
2024-02-07 Pre-Market 13.21% 3.68% 0.28x Within
2024-04-04 Pre-Market 5.99% 0.39% 0.07x Within
2024-07-31 Pre-Market 9.61% 11.90% 1.24x Exceeded
2024-11-06 Pre-Market 10.59% 20.52% 1.94x Exceeded
2025-01-29 Pre-Market 10.96% 5.78% 0.53x Within
2025-04-30 Pre-Market 12.05% 5.90% 0.49x Within
2025-07-30 Pre-Market 10.50% 8.50% 0.81x Within
2025-11-05 Pre-Market 11.52% 2.86% 0.25x Within
2026-01-28 Pre-Market 10.00% 0.68% 0.07x Within
2026-04-29 Pre-Market 10.06% 4.53% 0.45x Within
2026-07-29 Pre-Market 11.56% 3.79% 0.33x Within

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

SMG Options Activity & IV Rank

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

Volatility Metrics

Current IV: 46.2%
7-DTE IV: —
Expected Move: $6.00
7-DTE Move: $6.00
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 63
Put Volume: 90
P/C Volume: 1.429
BEARISH
Call OI: 2,166
Put OI: 533
P/C OI: 0.246
Total OI: 2,699

ATM Options Pricing

ATM Call: $3.60
ATM Put: $2.40
Call %: 6.4%
Put %: 4.3%

Chain Summary

Chain Volume: 1,066
Chain OI: 12,556
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
TYPICAL γ

Estimated net dealer gamma is at the 59th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
59%
vs own history
GEX tilt
+0.42
OI-weighted, today
Vanna tilt
+0.38
δ-sensitivity to IV
Charm tilt
-0.48
δ-decay vs time
Vanna tilt +0.38: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.48: 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.

· 32 ATM contracts, 4k 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 24%
+4.6 pts EXTREME
as of Oct 21 · ATM 46.7% / Wing 51.3%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)57.8MediumOct 21
Straddle Price (30 DTE)$6.00Oct 21
Beta Analysis

Risk Metrics

Beta: 0.7465
Alpha: -2.21%
Correlation: 0.2498
R-Squared: 6.2%
Stock Volatility: 38.0%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own SMG
5 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$12.2M
0.02%
#948 of 3138new13F
Bridgewater Associates Hedge fund
Ray Dalio
$6.8M
0.03%
#415 of 997+58.8%13F
Millennium Management Hedge fund
Izzy Englander
$3.4M
0.00%
#2281 of 3716-87.6%13F
Citadel Hedge fund
Ken Griffin
$1.6M
0.00%
#3188 of 6285-34.2%13F
Rockefeller Capital Management Family office
Rockefeller family
$133K
0.00%
#2824 of 4729+35.2%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

SMG Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 58,725,000 (as of 2026-06-27)

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.

485 filers55,534,528 shares$3.70B value94.57% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 4,460,250 $303.79M 8.21% 7.60% 2026-06-30
2 FMR LLC Custodian 4,096,622 $279.02M 7.54% 6.98% 2026-06-30
3 Vanguard Group Inc Custodian 4,747,017 $276.99M 7.49% 8.08% 2025-12-31
4 EARNEST PARTNERS LLC 3,630,876 $247.30M 6.68% 6.18% 2026-06-30
5 Vanguard Portfolio Management LLC 2,424,539 $165.14M 4.46% 4.13% 2026-06-30
6 Vanguard Capital Management LLC 1,978,656 $134.77M 3.64% 3.37% 2026-06-30
7 State Street Corp 1,601,610 $109.09M 2.95% 2.73% 2026-06-30
8 Ameriprise Financial, Inc. Custodian 1,584,281 $107.91M 2.92% 2.70% 2026-06-30
9 ARIEL INVESTMENTS, LLC 1,410,981 $96.10M 2.60% 2.40% 2026-06-30
10 BRANDES INVESTMENT PARTNERS, LP 1,335,820 $90.98M 2.46% 2.27% 2026-06-30
11 Quantinno Capital Management LP 1,278,061 $87.05M 2.35% 2.18% 2026-06-30
12 Arrowstreet Capital, Limited Partnership 1,227,963 $83.64M 2.26% 2.09% 2026-06-30
13 Epoch Investment Partners, Inc. 1,223,231 $83.31M 2.25% 2.08% 2026-06-30
14 Northern Trust Corp Custodian 1,140,462 $77.68M 2.10% 1.94% 2026-06-30
15 Dimensional Fund Advisors LP Custodian 964,126 $65.67M 1.77% 1.64% 2026-06-30
16 DEPRINCE RACE & ZOLLO INC 1,289,586 $64.62M 1.75% 2.20% 2026-09-30
17 Bank of America Corp Custodian 886,129 $60.35M 1.63% 1.51% 2026-06-30
18 Geode Capital Management, LLC Custodian 831,210 $56.63M 1.53% 1.42% 2026-06-30
19 Two Sigma Investments, LP Custodian 813,379 $55.40M 1.50% 1.39% 2026-06-30
20 Norges Bank 675,842 $46.03M 1.24% 1.15% 2026-06-30
21 Morgan Stanley Custodian 634,798 $43.24M 1.17% 1.08% 2026-06-30
22 JACOBS LEVY EQUITY MANAGEMENT, INC 625,262 $42.59M 1.15% 1.06% 2026-06-30
23 UBS Group AG Custodian 596,246 $40.61M 1.10% 1.02% 2026-06-30
24 Envestnet Asset Management, Inc. 585,624 $39.89M 1.08% 1.00% 2026-06-30
25 Harvey Partners, LLC 542,727 $36.97M 1.00% 0.92% 2026-06-30
10 filers$25.96M notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $7.39M 28.47% 2026-06-30
2 Susquehanna International Group, LLP Custodian $6.14M 23.64% 2026-06-30
3 Jane Street Group, LLC Custodian $5.74M 22.12% 2026-06-30
4 IMC-Chicago, LLC Custodian $4.05M 15.61% 2026-06-30
5 Wolverine Trading, LLC Custodian $2.31M 8.88% 2025-09-30
6 Simplex Trading, LLC Custodian $217.95K 0.84% 2026-06-30
7 GROUP ONE TRADING LLC Custodian $47.68K 0.18% 2026-06-30
8 Walleye Trading LLC $47.68K 0.18% 2026-06-30
9 Walleye Capital LLC $20.43K 0.08% 2026-06-30
10 FNY Investment Advisers, LLC $0 0.00% 2026-09-30
12 filers$17.01M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $4.09M 24.03% 2026-06-30
2 Jane Street Group, LLC Custodian $3.30M 19.42% 2026-06-30
3 Walleye Trading LLC $2.31M 13.57% 2026-06-30
4 Citadel Advisors LLC Custodian $1.51M 8.85% 2026-06-30
5 IMC-Chicago, LLC Custodian $1.51M 8.85% 2026-06-30
6 D. E. Shaw & Co., Inc. Custodian $1.26M 7.41% 2026-06-30
7 Wolverine Trading, LLC Custodian $1.07M 6.30% 2025-09-30
8 Squarepoint Ops LLC $796.89K 4.68% 2026-06-30
9 Walleye Capital LLC $606.18K 3.56% 2026-06-30
10 Total Wealth Planning & Management, Inc. $388.23K 2.28% 2026-06-30
11 GROUP ONE TRADING LLC Custodian $115.79K 0.68% 2026-06-30
12 Simplex Trading, LLC Custodian $61.30K 0.36% 2026-06-30

SMG Insider Trading (Form 4)

Latest: 2026-10-09
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-09 Mark J Scheiwer EVP, CFO & CAO Exer (M) +500 — EDGAR
2026-10-05 Stephen L Johnson Director Award (A) +144 — EDGAR
2026-10-05 Brian E Sandoval Director Award (A) +575 — EDGAR
2026-10-05 Mark J Scheiwer EVP, CFO & CAO Mixed −1,555 $49.01 -$76.3K EDGAR
2026-09-30 Mark J Scheiwer EVP, CFO & CAO Grant (A) +14 RSU — EDGAR
2026-09-09 David C Evans Director Grant (A) +118 RSU — EDGAR
2026-09-09 Adam Hanft Director Grant (A) +118 RSU — EDGAR
2026-09-09 Austin Scott Miller Director Grant (A) +53 RSU — EDGAR
2026-09-09 Stephen L Johnson Director Grant (A) +155 RSU — EDGAR
2026-09-09 Brian E Sandoval Director Grant (A) +179 RSU — EDGAR
2026-09-09 Mark D Kingdon Director Grant (A) +118 RSU — EDGAR
2026-09-09 Roberto Candelino Director Grant (A) +77 RSU — EDGAR
2026-09-09 Nick Miaritis EVP & Chief Brand Officer Grant (A) +72 RSU — EDGAR
2026-09-09 Edith Aviles Director Grant (A) +118 RSU — EDGAR
2026-09-09 Mark J Scheiwer EVP, CFO & CAO Other (J) +2 $53.41 $150 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.

SMG Insider Holdings

21 insiders · @ $55.93
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 Hagedorn Partnership, L.P. Director 26,582,365 $1.49B -$421.95M 115 2026-08-05
2 Robert Hagedorn 10%+ Owner 13,464,995 $753.10M -$98.82M 35 2024-12-11
3 Katherine Littlefield Hagedorn Director 2,784,502 $155.74M -$76.77M 158 2026-09-09
4 Christopher Hagedorn EVP & Chief Strategy Officer 131,790 $7.37M -$255.1K 89 2026-09-09
5 James Hagedorn Chairman & CEO 120,203 $6.72M -$460.93M 546 2026-06-09
6 Nathan Eric Baxter President and CEO 115,435 $6.46M -$32.33M 47 2026-09-09
7 Adam Hanft Director 45,018 $2.52M -$4.89M 144 2026-09-09
8 Peter E Shumlin Director 30,846 $1.73M -$734.1K 78 2026-09-09
9 Stephen L Johnson Director 30,323 $1.70M -$1.64M 154 2026-10-05
10 Matthew E Garth EVP, CFO & Chief Admin Officer 29,178 $1.63M $0 16 2024-12-12
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.

SMG Board & Officers

As of SEC filings through Oct 9, 2026

Directors 13

Officers 5

10% owners 6

Changes in the last 10 years (62)
Aug 5, 2026Christopher Hagedorn listed as EVP & Chief Strategy Officer (previously EVP & Chief of Staff) in SEC filings
Jul 6, 2026Nick Miaritis no longer listed as a director in SEC filings
Jul 6, 2026Nick Miaritis first listed as EVP & Chief Brand Officer in an SEC filing
Jul 6, 2026Nathan Eric Baxter listed as President and CEO (previously President and COO) in SEC filings
Jul 6, 2026Nathan Eric Baxter first listed as a director in an SEC filing
Aug 1, 2025Austin Scott Miller became a director
Jul 31, 2025The company announced the departure of John R Vines from the board in an SEC filing
May 5, 2025Mark J Scheiwer listed as EVP, CFO & CAO (previously Interim CFO & CAO) in SEC filings
Mar 11, 2025Nathan Eric Baxter listed as President and COO (previously EVP and COO) in SEC filings
Feb 27, 2025James Hagedorn listed as Chairman & CEO (previously EVP and COO) in SEC filings
Feb 11, 2025James Hagedorn listed as EVP and COO (previously CEO and Chairman) in SEC filings
Feb 11, 2025Hagedorn Partnership, L.P. first listed as a director in an SEC filing
Feb 3, 2025Dimiter Todorov listed as EVP, CLO & Corporate Secretary (previously EVP, GC & Corporate Secretary) in SEC filings
Jan 31, 2025Nick Miaritis became a director
Jan 27, 2025The company announced the departure of Thomas N Kelly Jr from the board in an SEC filing
Jan 8, 2025Mark J Scheiwer first listed as Interim CFO & CAO in an SEC filing
Dec 12, 2024Christopher Hagedorn listed as EVP & Chief of Staff (previously Division President) in SEC filings
Nov 27, 2024James Hagedorn listed as CEO and Chairman (previously Chairman, CEO and President) in SEC filings
Nov 13, 2024Nathan Eric Baxter first listed as a 10% owner in an SEC filing
Nov 4, 2024Roberto Candelino became a director
Not reported recently (10)
  • Matthew E Garth · Last reported as EVP, CFO & Chief Admin Officer in an SEC filing dated Dec 12, 2024
  • Julie DeMuesy · Last reported as SVP, Chief HR Officer in an SEC filing dated Sep 10, 2024
  • Peter Hagedorn · Last reported as a 10% owner in an SEC filing dated Mar 6, 2024
  • Ivan C Smith · Last reported as EVP, GC and Secretary in an SEC filing dated Nov 10, 2022
  • James D King · Last reported as EVP and CCO in an SEC filing dated Jun 14, 2022
  • Paul Hagedorn · Last reported as a 10% owner in an SEC filing dated May 14, 2021
  • Thomas Randal Coleman · Last reported as EVP and CFO in an SEC filing dated May 11, 2020
  • James F McCann · Last reported as a director in an SEC filing dated Dec 11, 2019
  • Craig R Hargreaves · Last reported as a director in an SEC filing dated Jun 11, 2019
  • Michelle A Johnson · Last reported as a director in an SEC filing dated Dec 12, 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.

SMG Proposed Insider Sales (Form 144)

Latest: 2026-08-10
Last 30d: 0 filings  ·  Last 90d: 3 filings · $2.2M notice value · 3 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: Hagedorn Partnership, LP (1, $2.0M) · Johnson Stephen L (1, $80K) · Kingdon Mark D (1, $51K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-10 Kingdon Mark D Director 831 $51.2K 2026-08-10 Fidelity Brokerage Services LLC — EDGAR
2026-08-03 Hagedorn Partnership, LP 10% Owner 30,000 $2.02M 2026-08-03 Merrill — EDGAR
2026-07-30 Johnson Stephen L Director 1,171 $80.0K 2026-07-30 Fidelity Brokerage Services LLC — EDGAR
2026-02-12 Hagedorn Partnership 10% Owner 50,000 $3.32M 2026-02-12 Merrill — EDGAR
2025-09-10 Vines John R Former director 11,297 $681.3K 2025-09-10 Merrill — EDGAR
2025-09-05 Hagedorn Partnership, L.P. 10% Stockholder 56,633 $3.59M 2025-09-05 Merrill — EDGAR
2025-08-04 Hagedorn Partnership, L.P. 10% Stockholder 70,000 $4.35M 2025-08-04 Merrill — EDGAR
2025-05-02 Hagedorn Partnership, L.P. 10% Stockholder 25,000 $1.32M 2025-05-02 Merrill — EDGAR
2025-02-12 Sandoval Brian E Director 1,513 $99.6K 2025-02-12 Merrill — EDGAR
2025-02-07 Hagedorn Partnership, L.P. 10% Stockholder 75,000 $5.01M 2025-02-07 Merrill — 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: 2026-05-06
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-04-29 0000825542-26-000021 EDGAR
2026-04-09 0000825542-26-000017 EDGAR
2026-02-20 0000825542-26-000015 EDGAR
2026-01-29 0000825542-26-000005 EDGAR
2026-01-28 0000825542-26-000003 EDGAR
2025-11-24 0000825542-25-000018 EDGAR
2025-11-12 0000825542-25-000014 EDGAR
2025-11-05 0000825542-25-000011 EDGAR
2025-09-03 0000825542-25-000008 EDGAR
2025-08-05 0000825542-25-000005 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2025-11-25 0000825542-25-000022 EDGAR
2024-11-26 0001546380-24-000043 EDGAR
2023-11-22 0001546380-23-000037 EDGAR
2022-11-28 0001546380-22-000035 EDGAR
2021-11-23 0001546380-21-000037 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-06 0000825542-26-000024 EDGAR
2026-02-04 0000825542-26-000008 EDGAR
2025-08-06 0001546380-25-000024 EDGAR
2025-05-07 0001546380-25-000014 EDGAR
2025-02-05 0001546380-25-000006 EDGAR
2024-08-07 0001546380-24-000035 EDGAR
2024-05-08 0001546380-24-000025 EDGAR
2024-02-07 0001546380-24-000007 EDGAR
2023-08-09 0001546380-23-000025 EDGAR
2023-05-10 0001546380-23-000015 EDGAR
ETF Holders
129 ETFs hold SMG
25 shown · $480.19M total exposure · 0.04% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJH iShares Core S&P Mid-Cap ETF iShares (BlackRock) 0.07% $89.7M $123.0B 2026-10-20
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $69.8M — 2026-09-30
3 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.03% $49.3M — 2026-09-30
4 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.05% $32.1M — 2026-09-30
5 VXF Vanguard Extended Market ETF Vanguard 0.03% $25.2M — 2026-09-30
6 DFAS Dimensional US Small Cap ETF Dimensional 0.07% $23.6M — 2026-10-20
7 MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust SPDR (State Street) 0.07% $18.8M $25.8B 2026-10-20
8 DES WisdomTree U.S. SmallCap Dividend Fund Nport 0.66% $14.5M — 2026-06-30
9 SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF SPDR (State Street) 0.07% $13.4M $18.4B 2026-10-20
10 IJJ iShares S&P Mid-Cap 400 Value ETF iShares (BlackRock) 0.15% $12.7M $8.5B 2026-10-20
11 SCHA Schwab U.S. Small-Cap ETF Nport 0.06% $12.6M — 2026-05-31
12 QDF FlexShares Quality Dividend Index Fund Nport 0.55% $12.2M — 2026-07-31
13 VXUS Vanguard Total International Stock ETF Vanguard 0.00% $10.6M — 2026-09-30
14 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.02% $10.5M $57.3B 2026-10-20
15 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.12% $10.4M — 2026-05-31
16 DFMC Dimensional US Micro Cap ETF Dimensional 0.12% $9.3M — 2026-10-20
17 VYM Vanguard High Dividend Yield ETF Vanguard 0.01% $9.0M — 2026-09-30
18 FFSM Fidelity Fundamental Small-Mid Cap ETF Nport 0.53% $8.0M — 2026-07-31
19 RDIV Invesco S&P Ultra Dividend Revenue ETF Invesco 0.54% $7.9M — 2026-10-20
20 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.01% $7.5M — 2026-10-20
21 VEA Vanguard FTSE Developed Markets ETF Vanguard 0.00% $7.1M — 2026-09-30
22 VAW Vanguard Materials ETF Vanguard 0.16% $7.1M — 2026-09-30
23 IEFA iShares Core MSCI EAFE ETF iShares (BlackRock) 0.00% $6.6M $191.0B 2026-10-20
24 GNR State Street® SPDR® S&P® Global Natural Resources ETF SPDR (State Street) 0.11% $6.2M $5.4B 2026-10-20
25 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.22% $6.2M — 2026-07-31
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
47.40
TTM Diluted EPS
$1.18
TTM Revenue
$3.37B
TTM Net Income
$73.90M
TTM Op. Cash Flow
$369.30M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q3 '262026-06-27$1.17B$112.20M$1.90$345.60M
Q2 '262026-03-28$1.46B$238.60M$4.04$220.00M
Q1 '262025-12-27$354.40M$-125.00M$-2.16$-370.40M
Q4 '252025-09-30$387.30M$-151.90M$-2.60$174.10M
Q3 '252025-06-28$1.16B$149.10M$2.54$454.40M
Q2 '252025-03-29$1.39B$217.50M$3.72$188.10M
Q1 '252024-12-28$366.60M$-69.50M$-1.21$-445.30M
Q4 '242024-09-30$414.70M$-244.00M$-4.25$118.50M
Q3 '242024-06-29$1.20B$132.10M$2.28$588.00M
Q2 '242024-03-30$1.53B$157.50M$2.74$304.20M
Q1 '242023-12-30$410.40M$-80.50M$-1.42$-343.20M
Q4 '232023-09-30$374.50M$-468.40M$-8.36$535.30M
Q3 2026 • period ending 2026-06-27 • 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
47.40
P/B
—
P/S
0.97
EV/EBITDA
8.89
EV/Sales
1.51
ROE
—
ROA
2.3%
Div Yield
4.75%
FCF Yield
11.24%
Debt/Equity
—
Current Ratio
—
Market Cap
$3.28B
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
5.33M
SI % of Float
11.95%
Days to Cover
3.98
Short Vol Ratio
74.0%
Free Float
44.59M
Float %
76.6%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-09-22