SSB SouthState Bank Corporation
XNYS
105.22
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.
SSB
$105.22
—
Key stats
$105.22
- 52-Week Range
- $84.47 – $112.20
- YTD
- +11.66%
- IV Rank (30D)
- 25.25
- Straddle Price
- $5.33
- P/C Vol Ratio
- 37.75
- Market Cap
- $10.0B
- Open
- $101.24
- Day Range
- $100.72 – $105.99
- Volume
- 1,215,973
- Prev Close
- $102.78
Fair Value
MODEL: NEUTRAL
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 SPY | 0.88 |
| Cost of Equity (CAPM) | 9.57% (VRP-adj) |
| WACC | 9.31% |
| Volatility Risk Premium | +27.5pp (IV − HV30) |
| Effective Tax Rate | 22.7% |
| Rev. Growth (YoY, DCF input) | -1.1% |
| DCF Horizon | 12 years explicit + fade |
| Free Cash Flow (TTM) | $0.9B |
| Return on Equity (TTM) | 10.4% |
| Book / Price | 87.0% — banking bias active (P/B is primary) |
| Bank Quality Adj | ×0.96 (target ROE vs peer median) |
| Gross Margin (TTM) | 71.8% |
| FCF Margin (TTM) | 22.8% |
| Debt / Equity | 0.08 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | -0.8% (reverse-DCF on current price) |
| SMA 50 | $104.17 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $100.99 |
| Bollinger Width / SMA20 | 4.3% (drives anchor stability) |
| Net Debt | $0.1B |
| Market Cap | $10B |
Peers used for multiples: CFG, EWBC, FITB, MTB, PNC, RF, TFC, USB
60-Day Conviction
21%
20-Day Fair Value
≈ by Nov 20, 2026
$106.36
α +1.1%
rank 1%
conviction
64%
40-Day Fair Value
≈ by Dec 21, 2026
$108.09
α +2.7%
rank 1%
conviction
79%
60-Day Fair Value
≈ by Jan 19, 2027
$105.78
α +0.5%
rank 0%
conviction
21%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $100.96 | 21% | |
| DDM (Gordon) | $22.76 | 17% | |
| Peer P/E | $106.71 | 6% | median 12.0× · 8 peers |
| Peer EV/EBITDA | n/a | 0% | median 13.9× · 8 peers |
| Peer P/B | $117.58 | 10% | median 1.3× · 8 peers |
| Peer P/S | $86.95 | 3% | median 2.4× · 8 peers |
| Market Anchor (SMA50) | $104.17 | 43% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $103.94 | 0% | 9 strikes · skew +0.11 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNYS
- Market Cap
- $10.0B
- Employees
- 6,431
- List Date
- 1996-04-01
- CIK
- 0000764038
- Headquarters
- Winter Haven, FL
- Homepage
- https://www.southstatebank.com
SouthState Bank Corp is a United States-based bank holding company. It provides a wide range of services and products to its customers through a wholly-owned bank subsidiary. The Bank provides retail and commercial banking services, mortgage lending services, trust and investment services, and consumer finance loans through financial centers in Alabama, Florida, Georgia, North Carolina, South Carolina, and Virginia. These services include demand, time, and savings deposits, lending and credit card servicing, ATM processing, and wealth management and trust services.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -2.72% | 1.42% | 4.68% | -2.29% | 8.86% | 8.60% | 3.09% |
| Feb | 11.62% | 6.11% | 0.79% | 3.70% | -2.25% | -4.18% | 2.63% |
| Mar | -3.30% | -4.55% | -11.27% | 3.30% | -6.45% | -7.27% | -4.92% |
| Apr | 5.89% | -4.50% | -1.61% | -9.03% | -5.94% | 4.34% | -1.81% |
| May | 4.69% | 4.42% | -6.85% | 0.04% | 0.17% | -2.80% | -0.05% |
| Jun | -9.07% | -2.72% | 4.03% | 0.37% | 5.66% | 7.99% | 1.04% |
| Jul | -16.12% | 9.04% | 15.74% | 30.57% | -1.14% | 3.19% | 6.88% |
| Aug | 0.51% | -5.94% | -6.40% | 2.73% | 10.03% | -2.74% | -0.30% |
| Sep | 9.39% | 1.51% | -9.97% | 1.07% | -3.79% | -4.26% | -1.01% |
| Oct | 1.09% | 12.94% | -0.06% | 3.70% | -9.96% | 4.58%* | 2.05% |
| Nov | -5.57% | -3.09% | 10.89% | 13.62% | 0.74% | -- | 3.32% |
| Dec | 5.13% | -12.27% | 7.43% | -9.03% | 4.51% | -- | -0.85% |
| Total | -2.04% | -0.38% | 3.64% | 38.93% | -1.68% | 6.20% | 7.44% |
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: $101.15
SMA 50: $104.07
SMA 200: $99.99
Current: $105.22
EMA 12: $102.02
EMA 26: $102.19
MACD: -0.1679 | Signal: 0.6291
BEARISH
ADX (14): 22.40
WEAK TREND
+DI: 31.95
−DI: 18.89
Momentum Oscillators
RSI (14): 61.39
NEUTRAL
Stoch %K: 86.47
Stoch %D: 78.41
Williams %R: -9.64
Volume & Volatility
BB Upper: $104.01
BB Lower: $98.30
OVERBOUGHT
OBV: -27,733,020
Vol SMA 20: 769,628
Vol ROC: 37.89%
ATR: $2.16
True Range: $5.27
HV 20: 19.4%
HV 30: 17.1%
HV 60: 17.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: BULLISH (Confidence Level: 8/10)
Key Drivers:
- Bullish momentum signals from MACD and RSI
- Positive news sentiment with recent acquisitions and additions to the board
- Low volatility, indicating a stable market environment
Primary Risks:
- Overbought conditions in RSI and Stochastic %K
- Potential for mean reversion or correction if price reaches upper Bollinger Band
Investment Thesis: SSB is a solid investment opportunity with strong technical momentum and positive news sentiment. However, caution should be exercised due to overbought conditions.
Recent News Sentiment Impact: The recent news headlines have been predominantly positive, contributing to the bullish sentiment.
Technical Analysis
Trend Direction:
- Short-term: Bullish (1-4 weeks)
- Medium-term: Bullish (1-3 months)
- Long-term: Bullish (3-12 months)
Support/Resistance Levels:
- Upper Bollinger Band: $113.03
- Middle Bollinger Band: $106.64
- Lower Bollinger Band: $100.25
Momentum Signals:
- RSI: 72.25 (overbought)
- MACD: Bullish momentum signal with a crossover above the signal line
- Stochastic %K: 94.80 (overbought)
Volume Analysis: Volume SMA 20: 839868.85, indicating a stable trading environment.
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines have been primarily positive, focusing on acquisitions and board additions.
Sentiment Assessment: Aggregate sentiment is Positive, contributing to the bullish momentum.
Catalyst Identification: No specific earnings or events upcoming, but future announcements could impact price movements.
Market Narrative: The market narrative aligns with technical signals, indicating a stable and potentially bullish environment.
Risk & Volatility Assessment
Risk Assessment: Beta: 0.70 (low), indicating a low-risk investment opportunity.
Volatility Regime: Low volatility regime, indicating a stable market environment.
Options Market Signals: IV Rank: 42.0% (Medium), IV Premium vs HV30: 146.9% (positive).
Downside Protection: Support levels include the lower Bollinger Band ($100.25) and the SMA 200 ($96.98).
Market Context & Positioning
Sector Performance: SSB performs relatively well within its sector, indicating a strong position.
Institutional Activity: High institutional interest with an average daily trading volume of 839868.85.
Correlation Analysis: R-squared: 0.37, indicating a moderate correlation with the market.
Relative Valuation: Positioned within a trading range, suggesting potential for further upside or consolidation.
Key Levels & Action Items
Critical Price Levels:
- Upper Bollinger Band: $113.03
- Middle Bollinger Band: $106.64
- Lower Bollinger Band: $100.25
Breakout/Breakdown Levels: Price above the upper Bollinger Band may indicate a strong uptrend, while a breakdown below the lower band could signal a correction.
Time-Sensitive Catalysts: No specific earnings or events upcoming, but future announcements could impact price movements.
Risk Management: Stop-loss levels should be set around $103.00 (SMA 200) to manage risk. Position sizing should consider the potential for further upside or consolidation.
Generated
News
All SSB news →
Loans and deposits grew 9% annualized as capital markets income dipped.
Earnings History
18 of 18 under expected move
Avg Expected Move
6.78%
Avg Actual Move
2.22%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-27 | After-Close | 8.90% | 4.87% | 0.55x | Within |
| 2021-07-23 | After-Close | 4.74% | 3.79% | 0.80x | Within |
| 2022-01-24 | After-Close | 0.65% | 0.55% | 0.85x | Within |
| 2023-01-26 | After-Close | 4.48% | 0.18% | 0.04x | Within |
| 2023-07-27 | After-Close | 9.01% | 1.65% | 0.18x | Within |
| 2023-10-26 | After-Close | 7.82% | 0.86% | 0.11x | Within |
| 2024-01-25 | After-Close | 6.21% | 4.31% | 0.69x | Within |
| 2024-04-25 | After-Close | 6.94% | 1.28% | 0.18x | Within |
| 2024-07-24 | After-Close | 7.93% | 6.08% | 0.77x | Within |
| 2024-10-23 | After-Close | 7.71% | 1.47% | 0.19x | Within |
| 2025-01-23 | Pre-Market | 7.69% | 0.88% | 0.11x | Within |
| 2025-04-24 | After-Close | 9.75% | 2.66% | 0.27x | Within |
| 2025-07-24 | After-Close | 6.23% | 0.61% | 0.10x | Within |
| 2025-10-22 | After-Close | 8.15% | 4.21% | 0.52x | Within |
| 2026-01-22 | Pre-Market | 6.46% | 0.01% | 0.00x | Within |
| 2026-04-23 | After-Close | 6.47% | 3.29% | 0.51x | Within |
| 2026-07-23 | Pre-Market | 7.07% | 0.92% | 0.13x | Within |
| 2026-10-21 | After-Close | 5.91% | 2.37% | 0.40x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
SSB Options Activity & IV Rank
SSB IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 22.7%
7-DTE IV: —
Expected Move: $5.33
7-DTE Move: $5.33
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 4
Put Volume: 151
P/C Volume: 37.75
BEARISH
Call OI: 113
Put OI: 101
P/C OI: 0.894
Total OI: 214
ATM Options Pricing
ATM Call: $2.73
ATM Put: $2.60
Call %: 2.6%
Put %: 2.5%
Chain Summary
Chain Volume: 569
Chain OI: 571
Last Updated: 10/22/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 42nd 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
42%
vs own history
GEX tilt
+0.26
OI-weighted, today
Vanna tilt
+0.78
δ-sensitivity to IV
Charm tilt
-0.91
δ-decay vs time
Vanna tilt +0.78: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.91: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 9 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 22 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 22 · ATM 22.5% / 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)25.2MediumOct 22
Straddle Price (30 DTE)$5.33Oct 22
Beta Analysis
Risk Metrics
Beta: 0.5448
Alpha: 6.15%
Correlation: 0.3110
R-Squared: 9.7%
Stock Volatility: 22.3%
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 SSB
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $21.9M | #1073 of 3716 | +1853.3% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $4.7M | #1507 of 3138 | new | 13F | |
| Citadel Hedge fund Ken Griffin | $1.1M | #3580 of 6285 | -92.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $223K | #2544 of 4729 | -0.5% | 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
SSB Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 101,000,250 (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.
3 filers$6.28M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $3.46M | 55.01% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $2.52M | 40.06% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $309.69K | 4.93% | 2026-06-30 |
2 filers$2.80M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $1.52M | 54.29% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $1.28M | 45.71% | 2026-06-30 |
SSB Insider Trading (Form 4)
Latest: 2026-08-19Form 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 | William E V Matthews | Chief Financial Officer | Sell (S) | −4,000 | $108.93 | -$435.7K | EDGAR |
| 2026-08-14 | Richard Murray IV | President | Gift (G) | −1,000 | — | EDGAR | |
| 2026-08-13 | Stephen Dean Young | Chief Strategy Officer | Gift (G) | −3,000 | — | EDGAR | |
| 2026-08-13 | John C Corbett | CEO | Gift (G) | −5,000 | — | EDGAR | |
| 2026-08-07 | David R Brooks | Director | Sell (S) | −24,650 | $110.00 | -$2.71M | EDGAR |
| 2026-08-07 | David R Brooks | Director | Sell (S) | −24,650 | $110.00 | -$2.71M | EDGAR |
| 2026-08-04 | William K Pou Jr | Director | Award (A) | +232 | $107.85 | $25.0K | EDGAR |
| 2026-08-04 | Shantella E. Cooper | Director | Award (A) | +279 | $107.85 | $30.1K | EDGAR |
| 2026-08-04 | G Ruffner Page Jr | Director | Award (A) | +360 | $107.85 | $38.8K | EDGAR |
| 2026-08-04 | David R Brooks | Director | Sell (S) | −6,181 | $107.92 | -$667.1K | EDGAR |
| 2026-08-03 | Daniel E Bockhorst | Chief Credit Officer | Mixed | +1,455 | $105.09 | -$3.8K | EDGAR |
| 2026-07-23 | Benjamin E Sasse | Director | Exer (M) | +628 | — | EDGAR | |
| 2026-05-05 | G Ruffner Page Jr | Director | Award (A) | +260 | $96.46 | $25.1K | EDGAR |
| 2026-05-05 | Shantella E. Cooper | Director | Award (A) | +312 | $96.46 | $30.1K | EDGAR |
| 2026-05-05 | William K Pou Jr | Director | Award (A) | +260 | $96.46 | $25.1K | 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.
SSB Insider Holdings
25 insiders · @ $105.22
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 | John C Corbett | CEO | 125,902 | $13.25M | $225.0K | 30 | 2026-08-13 |
| 2 | G Ruffner Page Jr | Director | 82,245 | $8.65M | $1.68M | 24 | 2026-08-04 |
| 3 | Richard Murray IV | President | 55,237 | $5.81M | -$1.98M | 28 | 2026-08-14 |
| 4 | Stephen Dean Young | Chief Strategy Officer | 49,935 | $5.25M | $70.1K | 26 | 2026-08-13 |
| 5 | James W Roquemore | Director | 41,599 | $4.38M | -$75.7K | 22 | 2026-05-04 |
| 6 | G Stacy Smith | Director | 40,682 | $4.28M | $520.9K | 7 | 2026-05-04 |
| 7 | William E V Matthews | Chief Financial Officer | 40,568 | $4.27M | -$1.57M | 20 | 2026-08-19 |
| 8 | Daniel E Bockhorst | Chief Credit Officer | 38,021 | $4.00M | -$1.32M | 31 | 2026-08-03 |
| 9 | Renee R Brooks | Chief Operating Officer | 37,854 | $3.98M | -$1.59M | 50 | 2026-03-13 |
| 10 | Beth S DeSimone | CRO, General Counsel | 28,482 | $3.00M | $0 | 19 | 2026-02-23 |
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.
SSB Board & Officers
As of SEC filings through Aug 19, 2026Directors 15
- Martin Bernard Davis · since May 13, 2016
- David G Salyers · since Jun 7, 2020
- G Ruffner Page Jr · since Jun 7, 2020
- John C Corbett · since Jun 7, 2020
- Joshua A Snively · since Jun 7, 2020
- William K Pou Jr · since Jun 7, 2020
- Ronald M. Cofield · since Feb 24, 2022
- Douglas J. Hertz · since Mar 1, 2022
- Shantella E. Cooper · since Mar 1, 2022
- James W Roquemore · listed since May 2022
- Merriann Metz · since Jul 24, 2024
- David R Brooks · since Jan 1, 2025
- G Stacy Smith · since Jan 1, 2025
- Janet P Froetscher · since Jan 1, 2025
- Benjamin E Sasse · since Jan 21, 2026
Officers 9
- John C Corbett · CEO · since Jun 7, 2020
- Richard Murray IV · President · since Jun 7, 2020
- William E V Matthews · Chief Financial Officer · since Jun 7, 2020
- Renee R Brooks · Chief Operating Officer · listed since Sep 2018
- Daniel E Bockhorst · Chief Credit Officer · since Jun 7, 2020
- Sara Arana · Chief Accounting Officer · since Jun 7, 2020
- Stephen Dean Young · Chief Strategy Officer · since Jun 7, 2020
- Jennifer Idell · Chief Administrative Officer · since Jan 22, 2025
- Beth S DeSimone · CRO, General Counsel · since Jun 7, 2020
Changes in the last 10 years (67)
| Jan 21, 2026 | Benjamin E Sasse became a director |
| Jan 22, 2025 | Jennifer Idell became Chief Administrative Officer |
| Jan 1, 2025 | Janet P Froetscher became a director |
| Jan 1, 2025 | G Stacy Smith became a director |
| Jan 1, 2025 | David R Brooks became a director |
| Jul 24, 2024 | Merriann Metz became a director |
| Oct 26, 2023 | Robert R Hill Jr reported in an SEC filing no longer being a director |
| Oct 26, 2023 | Robert R Hill Jr reported in an SEC filing no longer being Executive Chairman |
| Oct 26, 2023 | John C Pollok reported in an SEC filing no longer being a director |
| Feb 2, 2023 | John C Pollok no longer listed as Senior EVP in SEC filings |
| Nov 29, 2022 | Robert R Horger reported in an SEC filing no longer being a director |
| Nov 29, 2022 | Robert H Demere Jr reported in an SEC filing no longer being a director |
| Nov 29, 2022 | Kevin P Walker reported in an SEC filing no longer being a director |
| Nov 29, 2022 | John H Holcomb III reported in an SEC filing no longer being a director |
| Nov 29, 2022 | Ernest S Pinner reported in an SEC filing no longer being a director |
| Nov 29, 2022 | Charles W McPherson reported in an SEC filing no longer being a director |
| May 3, 2022 | James W Roquemore first listed as a director in an SEC filing |
| May 3, 2022 | Cynthia A Hartley reported in an SEC filing no longer being a director |
| Apr 29, 2022 | James W Roquemore reported in an SEC filing no longer being a director |
| Mar 1, 2022 | Shantella E. Cooper became a director |
| Mar 1, 2022 | Douglas Lloyd Williams became President, Atlanta Banking Grp |
| Mar 1, 2022 | Douglas J. Hertz became a director |
| Feb 24, 2022 | Ronald M. Cofield became a director |
| Dec 2, 2020 | John C Pollok listed as Senior EVP (previously Chief Financial Officer) in SEC filings |
| Dec 2, 2020 | John C Pollok first listed as a director in an SEC filing |
| Nov 6, 2020 | Robert R Hill Jr first listed as a director in an SEC filing |
| Jun 10, 2020 | L Andrew Westbrook III reported in an SEC filing no longer being Chief Risk Officer |
| Jun 9, 2020 | Robert R Hill Jr listed as Executive Chairman (previously Chief Executive Officer) in SEC filings |
| Jun 9, 2020 | Keith S Rainwater reported in an SEC filing no longer being Principal Accounting Officer |
| Jun 9, 2020 | Jonathan S Kivett reported in an SEC filing no longer being Chief Credit Officer |
| Jun 9, 2020 | John S Goettee reported in an SEC filing no longer being President of SC and GA |
| Jun 9, 2020 | Greg A Lapointe listed as Chief Banking Officer (previously President of SSB) in SEC filings |
| Jun 7, 2020 | William K Pou Jr became a director |
| Jun 7, 2020 | William E V Matthews became Chief Financial Officer |
| Jun 7, 2020 | Stephen Dean Young became Chief Strategy Officer |
| Jun 7, 2020 | Sara Arana became Chief Accounting Officer |
| Jun 7, 2020 | Richard Murray IV became President |
| Jun 7, 2020 | Joshua A Snively became a director |
| Jun 7, 2020 | John H Holcomb III became a director |
| Jun 7, 2020 | John C Corbett became a director |
| Jun 7, 2020 | John C Corbett became CEO |
| Jun 7, 2020 | G Ruffner Page Jr became a director |
| Jun 7, 2020 | Ernest S Pinner became a director |
| Jun 7, 2020 | David G Salyers became a director |
| Jun 7, 2020 | Daniel E Bockhorst became Chief Credit Officer |
| Jun 7, 2020 | Charles W McPherson became a director |
| Jun 7, 2020 | Beth S DeSimone became CRO, General Counsel |
| May 4, 2020 | Grey B Murray first on file as a director |
| Mar 1, 2019 | John S Goettee became President of SC and GA |
| Mar 1, 2019 | Greg A Lapointe became President of SSB |
| Jan 1, 2019 | Jonathan S Kivett became Chief Credit Officer |
| Sep 20, 2018 | Renee R Brooks listed as Chief Operating Officer (previously Chief Administrative Officer) in SEC filings |
| Mar 29, 2018 | John F Windley first listed as President in an SEC filing |
| Feb 5, 2018 | Keith S Rainwater first listed as Principal Accounting Officer in an SEC filing |
| Jan 2, 2018 | John C Pollok listed as Chief Financial Officer (previously Coo/cfo) in SEC filings |
| Nov 30, 2017 | Jean E Davis became a director |
| Nov 30, 2017 | James C. Cherry became a director |
| Jul 20, 2017 | L Andrew Westbrook III became Chief Risk Officer |
| Jun 23, 2017 | John F Windley reported in an SEC filing no longer being President |
| May 2, 2017 | SOUTH STATE Corp no longer listed as Coo/cfo in SEC filings |
| Mar 17, 2017 | SOUTH STATE Corp first listed as Coo/cfo in an SEC filing |
| Mar 17, 2017 | Keith S Rainwater no longer listed as Principal Accounting Officer in SEC filings |
| Mar 17, 2017 | John C Pollok listed as Coo/cfo (previously Chief Financial Officer) in SEC filings |
| Feb 3, 2017 | John F Windley listed as President (previously Chief Executive Officer - Bank) in SEC filings |
| Jan 26, 2017 | Renee R Brooks listed as Chief Administrative Officer (previously CAO & CRO) in SEC filings |
| Jan 26, 2017 | John F Windley listed as Chief Executive Officer - Bank (previously President) in SEC filings |
| Nov 17, 2016 | Keith S Rainwater listed as Principal Accounting Officer (previously Evp/principal Acct Officer) in SEC filings |
Not reported recently (16)
- Douglas Lloyd Williams · Last reported as President, Atlanta Banking Grp in an SEC filing dated Mar 4, 2025
- Jean E Davis · Last reported as a director in an SEC filing dated Nov 12, 2024
- Greg A Lapointe · Last reported as Chief Banking Officer in an SEC filing dated Mar 5, 2024
- Thomas E Suggs · Last reported as a director in an SEC filing dated May 4, 2020
- Thomas J Johnson · Last reported as a director in an SEC filing dated May 4, 2020
- Paula Harper Bethea · Last reported as a director in an SEC filing dated May 4, 2020
- Grey B Murray · Last reported as a director in an SEC filing dated May 4, 2020
- James C. Cherry · Last reported as a director in an SEC filing dated May 6, 2019
- SOUTH STATE Corp · Last reported as a director in an SEC filing dated May 3, 2019
- John F Windley · Last reported as President in an SEC filing dated Feb 25, 2019
- Joe E Burns · Last reported as Chief Credit Officer in an SEC filing dated Feb 15, 2019
- Jimmy Evan Addison · Last reported as a director in an SEC filing dated Feb 15, 2019
- M Oswald Fogle · Last reported as a director in an SEC filing dated Apr 19, 2017
- Alton Clarence Phillips · Last reported as a director in an SEC filing dated Feb 22, 2017
- Richard C Mathis · Last reported as Treasurer in an SEC filing dated Feb 13, 2017
- Herb G Gray · Last reported as a director in an SEC filing dated Nov 17, 2016
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.
SSB Proposed Insider Sales (Form 144)
Latest: 2026-08-19
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
4 filings
· $12.9M notice value
· 2 unique filers
· 50% under 10b5-1 plans
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:
David Brooks (3, $12.5M) · MATTHEWS WILLIAM E V (1, $401K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-19 144/A | Brooks David R | Director | 90,109 | $9.84M | 2026-08-05 | Raymond James and Associates | 10b5-1 | EDGAR |
| 2026-08-19 | MATTHEWS WILLIAM E V | Officer | 4,000 | $400.5K | 2026-08-20 | Northern Trust Securities Inc | — | EDGAR |
| 2026-08-05 | Brooks David R | Director | 18,000 | $1.98M | 2026-08-05 | UBS Financial Services Inc. | 10b5-1 | EDGAR |
| 2026-08-03 | David Brooks | Director | 6,181 | $666.7K | 2026-08-03 | UBS Financial Services Inc | — | EDGAR |
| 2026-04-28 | Brooks David R | Director | 14,300 | $1.41M | 2026-04-28 | Raymond James & Associates, Inc. | — | EDGAR |
| 2026-02-18 | MURRAY RICHARD IV | Officer | 10,156 | $1.06M | 2026-02-18 | Wells Fargo Clearing Services | — | EDGAR |
| 2025-08-22 | DANIEL BOCKHORST | Officer | 5,000 | $498.0K | 2025-08-22 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-08-14 | MURRAY RICHARD IV | Officer | 5,302 | $514.3K | 2025-08-14 | Shareworks by Morgan Stanley | — | EDGAR |
| 2025-03-06 | Hobbs Michael B | Officer | 7,399 | $685.8K | 2025-03-06 | Charles Schwab Corp. | — | EDGAR |
| 2025-03-03 | ARANA SARA | Officer | 690 | $70.0K | 2025-03-03 | Computershare | — | 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: 2026-05-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-23 | 0001104659-26-047690 | EDGAR |
| 2026-04-15 | 0001104659-26-043739 | EDGAR |
| 2026-04-03 | 0001104659-26-039475 | EDGAR |
| 2026-01-22 | 0001104659-26-005783 | EDGAR |
| 2026-01-05 | 0001104659-26-000610 | EDGAR |
| 2025-10-24 | 0001104659-25-102138 | EDGAR |
| 2025-10-22 | 0001104659-25-101526 | EDGAR |
| 2025-10-03 | 0001104659-25-096439 | EDGAR |
| 2025-09-04 | 0001558370-25-011876 | EDGAR |
| 2025-08-19 | 0001558370-25-011670 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-01 | 0001104659-26-053548 | EDGAR |
| 2025-10-31 | 0001104659-25-104685 | EDGAR |
| 2025-08-01 | 0001558370-25-009936 | EDGAR |
| 2025-05-02 | 0001558370-25-006162 | EDGAR |
| 2024-11-01 | 0001558370-24-014094 | EDGAR |
| 2024-08-02 | 0001558370-24-010655 | EDGAR |
| 2024-05-03 | 0001558370-24-006602 | EDGAR |
| 2023-11-03 | 0001558370-23-017515 | EDGAR |
| 2023-08-04 | 0001558370-23-013327 | EDGAR |
| 2023-05-05 | 0001558370-23-008207 | EDGAR |
ETF Holders
143 ETFs hold SSB
25 shown · $2.20B total exposure · 0.21% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.29% | $357.1M | $122.0B | 2026-10-21 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $304.7M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.12% | $217.3M | — | 2026-09-30 |
| 4 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.65% | $177.4M | — | 2026-10-21 |
| 5 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.22% | $141.4M | — | 2026-09-30 |
| 6 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.45% | $138.0M | — | 2026-10-21 |
| 7 | VXF Vanguard Extended Market ETF | Vanguard | 0.12% | $108.6M | — | 2026-09-30 |
| 8 | SDVY First Trust SMID Cap Rising Dividend Achievers ETF | First Trust | 0.91% | $101.1M | $11.1B | 2026-10-21 |
| 9 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.23% | $77.5M | — | 2026-10-21 |
| 10 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.29% | $74.9M | $26.0B | 2026-10-21 |
| 11 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.04% | $54.6M | — | 2026-09-30 |
| 12 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.29% | $53.9M | $18.5B | 2026-10-21 |
| 13 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.59% | $50.7M | $8.6B | 2026-10-21 |
| 14 | KRE State Street® SPDR® S&P® Regional Banking ETF | SPDR (State Street) | 1.12% | $47.7M | $4.2B | 2026-10-21 |
| 15 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.20% | $45.2M | — | 2026-05-31 |
| 16 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.07% | $41.5M | $57.2B | 2026-10-21 |
| 17 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.04% | $38.8M | — | 2026-09-30 |
| 18 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.04% | $33.9M | — | 2026-10-21 |
| 19 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.17% | $25.4M | — | 2026-05-31 |
| 20 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.05% | $22.9M | $44.8B | 2026-10-21 |
| 21 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.03% | $22.2M | $84.8B | 2026-10-21 |
| 22 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.20% | $17.5M | — | 2026-05-31 |
| 23 | MDYV State Street® SPDR® S&P 400™ Mid Cap Value ETF | SPDR (State Street) | 0.59% | $16.3M | $2.8B | 2026-10-21 |
| 24 | IVOO Vanguard S&P Mid-Cap 400 ETF | Vanguard | 0.28% | $16.1M | — | 2026-09-30 |
| 25 | VFH Vanguard Financials ETF | Vanguard | 0.12% | $16.1M | — | 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
11.35
TTM Diluted EPS
$9.27
TTM Revenue
$3.78B
TTM Net Income
$935.41M
TTM Op. Cash Flow
$726.12M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $916.93M | $225.82M | $2.28 | $299.02M |
| Q4 '25 | 2025-12-31 | $954.50M | $247.72M | $2.46 | $232.06M |
| Q3 '25 | 2025-09-30 | $980.77M | $246.64M | $2.42 | $122.44M |
| Q2 '25 | 2025-06-30 | $927.32M | $215.22M | $2.11 | $72.61M |
| Q1 '25 | 2025-03-31 | $894.65M | $89.08M | $0.87 | $-126.26M |
| Q4 '24 | 2024-12-31 | $629.35M | $144.18M | $1.88 | $354.29M |
| Q3 '24 | 2024-09-30 | $619.11M | $143.18M | $1.86 | $-246.81M |
| Q2 '24 | 2024-06-30 | $606.35M | $132.37M | $1.73 | $126.82M |
| Q1 '24 | 2024-03-31 | $588.81M | $115.06M | $1.50 | $277.66M |
| Q4 '23 | 2023-12-31 | $580.92M | $106.79M | $1.39 | $-274.32M |
| Q3 '23 | 2023-09-30 | $573.36M | $124.14M | $1.62 | $449.42M |
| Q2 '23 | 2023-06-30 | $555.27M | $123.45M | $1.62 | $312.27M |
Q1 2026 • period ending 2026-03-31 • filed 2026-05-01
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
11.35
P/B
1.18
P/S
2.81
EV/EBITDA
8.51
EV/Sales
2.84
ROE
10.4%
ROA
1.4%
Div Yield
2.40%
FCF Yield
6.83%
Debt/Equity
0.08
Current Ratio
—
Market Cap
$10.63B
as of 2026-10-22
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
3.16M
SI % of Float
3.30%
Days to Cover
4.35
Short Vol Ratio
67.5%
Free Float
95.71M
Float %
98.7%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-07