SUI Sun Communities, Inc
XNYS
116.46
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.
SUI
$116.46
—
Key stats
$116.46
- 52-Week Range
- $109.77 – $137.85
- YTD
- -4.64%
- IV Rank (30D)
- 61.94
- Straddle Price
- $7.03
- P/C Vol Ratio
- 0.31
- Market Cap
- $14.5B
- Open
- $119.01
- Day Range
- $115.75 – $119.01
- Volume
- 1,256,890
- Prev Close
- $119.43
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 | 0.74 |
| Cost of Equity (CAPM) | 8.86% (VRP-adj) |
| WACC | 8.11% |
| Volatility Risk Premium | +28.2pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -0.2% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.4B |
| Return on Equity (TTM) | 5.1% |
| Book / Price | 38.2% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 91.3% |
| FCF Margin (TTM) | 19.8% |
| Debt / Equity | 0.72 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +17.1% (reverse-DCF on current price) |
| SMA 50 | $116.88 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $113.43 |
| Bollinger Width / SMA20 | 8.3% (drives anchor stability) |
| Net Debt | $3.8B |
| Market Cap | $15B |
Peers used for multiples: EXR, MAA, PLD, WELL
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
2%
20-Day Fair Value
≈ by Nov 20, 2026
$118.30
α +1.6%
rank 3%
conviction
81%
40-Day Fair Value
≈ by Dec 21, 2026
$119.25
α +2.4%
rank 2%
conviction
72%
60-Day Fair Value
≈ by Jan 19, 2027
$116.55
α +0.1%
rank 1%
conviction
2%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $21.49 | 11% | |
| DDM (Gordon) | $48.30 | 0% | |
| Peer P/E | $63.30 | 7% | median 32.6× · 4 peers |
| Peer EV/EBITDA | $53.73 | 7% | median 23.8× · 4 peers |
| Peer P/B | $105.87 | 7% | median 2.4× · 4 peers |
| Peer P/S | $185.60 | 7% | median 10.9× · 4 peers |
| Market Anchor (SMA50) | $116.88 | 45% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $116.48 | 17% | 15 strikes · skew -1.38 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- REAL ESTATE INVESTMENT TRUSTS (6798) · industry map
- Exchange
- XNYS
- Market Cap
- $14.5B
- Employees
- 3,614
- List Date
- 1993-12-08
- CIK
- 0000912593
- Next Earnings
- 2026-10-26 (After-Close)
- EPS Forecast
- $2.25 (3 est.)
- Headquarters
- Southfield, MI
- Homepage
- https://www.suninc.com
Sun Communities is a residential REIT that focuses on owning manufactured housing and recreational vehicle communities. The company currently owns a portfolio of 455 properties, which includes 295 manufactured housing communities and 160 RV communities. Sun targets owning properties that are desirable as second homes or vacation properties, with nearly 50% of the portfolio located in either Florida or Michigan near major bodies of water.
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 | -2.05% | -8.25% | 12.11% | -7.50% | 3.35% | 4.34% | 0.33% |
| Feb | 2.36% | -4.07% | -9.40% | 3.38% | 7.56% | 8.43% | 1.38% |
| Mar | -0.03% | -1.79% | 1.37% | -3.13% | -5.71% | -8.18% | -2.91% |
| Apr | 9.18% | -3.09% | -0.14% | -11.26% | -3.15% | 0.36% | -1.35% |
| May | 0.32% | -3.60% | -9.02% | 4.62% | -5.32% | -2.28% | -2.55% |
| Jun | 1.50% | -3.12% | 1.87% | 3.08% | 2.16% | -0.37% | 0.85% |
| Jul | 14.13% | 1.42% | -1.21% | 6.71% | -2.89% | 2.08% | 3.37% |
| Aug | 2.94% | -5.47% | -5.77% | 1.53% | 2.07% | -0.85% | -0.92% |
| Sep | -10.25% | -11.88% | -2.98% | -0.27% | 3.23% | -8.78% | -5.16% |
| Oct | 4.94% | -2.20% | -4.01% | -0.79% | -1.48% | 5.87%* | 0.39% |
| Nov | -3.42% | 9.32% | 13.97% | -3.05% | 3.47% | -- | 4.06% |
| Dec | 13.28% | -2.79% | 0.74% | -3.17% | -3.32% | -- | 0.95% |
| Total | 34.90% | -31.31% | -5.15% | -10.79% | -0.98% | -0.79% | -2.35% |
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: $113.43
SMA 50: $116.88
SMA 200: $123.76
Current: $116.46
EMA 12: $115.55
EMA 26: $115.12
MACD: 0.4260 | Signal: 0.9212
BEARISH
ADX (14): 24.52
WEAK TREND
+DI: 27.65
−DI: 20.24
Momentum Oscillators
RSI (14): 53.83
NEUTRAL
Stoch %K: 84.80
Stoch %D: 90.77
Williams %R: -34.18
Volume & Volatility
BB Upper: $118.77
BB Lower: $108.09
NEUTRAL
OBV: 9,578,953
Vol SMA 20: 1,122,024
Vol ROC: -16.47%
ATR: $2.23
True Range: $3.68
HV 20: 19.4%
HV 30: 20.1%
HV 60: 20.6%
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: SUI
Executive Summary
Overall assessment: NEUTRAL with confidence level (6/10)
Key drivers:
- Strong technical signals from trend indicators and momentum oscillators
- Low volatility, indicating a stable market regime
- Positive recent news sentiment, particularly from earnings announcements
Primary risks:
- Potential for price consolidation or sideways trading due to mixed signals
- Low beta and low volatility may indicate limited upside potential
Investment thesis: SUI is a relatively stable stock with technical signals suggesting a continued uptrend. However, the options market pricing suggests a limited move by expiration, which may limit the potential for significant gains.
Recent news sentiment impact: The positive recent news headlines have contributed to the overall bullish sentiment and helped sustain the current uptrend.
Technical Analysis
Trend Direction:
- Short-term: NEUTRAL (price above SMA 20)
- Medium-term: BULLISH (price above SMA 50, MACD signal line crossover)
- Long-term: BEARISH (price below SMA 200)
Support/Resistance Levels:
- Upper Bollinger Band: $131.49
- Lower Bollinger Band: $124.96
Momentum Signals:
- RSI: NEUTRAL (42.21, indicating a neutral momentum reading)
- MACD signal line crossover: BULLISH (MACD -1.03 / Signal -0.29)
- Bollinger Bands position: NEUTRAL (price touching middle band)
Volume Analysis:
- Volume SMA 20: 779058.53
- On-Balance Volume (OBV): 5468623.55
- Volume Rate of Change: 18.29%
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines are predominantly positive, with announcements on earnings and distributions contributing to the bullish sentiment.
Sentiment Assessment: Aggregate news sentiment is POSITIVE, with a majority of headlines having a favorable impact on the stock price.
Catalyst Identification: No imminent catalysts identified, but upcoming earnings announcements may provide additional support for the stock.
Market Narrative: The technical signals from trend indicators and momentum oscillators are generally in line with the positive recent news sentiment, suggesting a continued uptrend.
Risk & Volatility Assessment
Risk Interpretation: Beta: 0.22 (low risk relative to market)
Volatility Regime: Low volatility, indicating a stable market regime.
Options Market Signals:
- IV Rank: 50.2% (Medium)
- Current IV: 57.0%
- Expected Move: $8.18 (43 DTE), 7-DTE: $4.05
Downside Protection: Support levels: SMA 20 ($128.23) and Lower Bollinger Band ($124.96)
Market Context & Positioning
Sector Performance: SUI is outperforming its sector peers, with a relative strength of 60%.
Institutional Activity: Volume patterns suggest institutional interest in the stock.
Correlation Analysis: The stock has a low correlation (0.14) to the broader market, indicating limited impact from market fluctuations.
Relative Valuation: SUI is positioned within a trading range, with a relatively high valuation compared to its sector peers.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $128.23
- Upper Bollinger Band: $131.49
Breakout/Breakdown Levels:
- Breakout above $132.50 (Upper Bollinger Band) could trigger a significant move higher
- Breakdown below $124.96 (Lower Bollinger Band) could signal increased volatility and potential downside risk
Time-Sensitive Catalysts: No imminent catalysts identified, but upcoming earnings announcements may provide additional support for the stock.
Risk Management: Stop-loss levels: SMA 20 ($128.23) and Lower Bollinger Band ($124.96); position sizing considerations: 2% to 5% of overall portfolio allocation.
Generated
News
All SUI news →
Earnings History
18 of 22 under expected move
Avg Expected Move
5.46%
Avg Actual Move
3.20%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-17 | After-Close | 2.28% | 1.38% | 0.61x | Within |
| 2021-04-26 | After-Close | 4.06% | 0.53% | 0.13x | Within |
| 2021-07-26 | After-Close | 4.53% | 1.70% | 0.38x | Within |
| 2022-02-22 | After-Close | 4.98% | 2.83% | 0.57x | Within |
| 2022-04-25 | After-Close | 4.31% | 2.89% | 0.67x | Within |
| 2022-07-25 | After-Close | 4.28% | 0.46% | 0.11x | Within |
| 2022-10-24 | After-Close | 6.50% | 9.37% | 1.44x | Exceeded |
| 2023-02-23 | After-Close | 5.14% | 0.84% | 0.16x | Within |
| 2023-04-26 | After-Close | 3.59% | 1.17% | 0.33x | Within |
| 2023-07-26 | After-Close | 6.48% | 6.33% | 0.98x | Within |
| 2023-10-25 | After-Close | 7.70% | 4.56% | 0.59x | Within |
| 2024-02-20 | After-Close | 6.02% | 1.69% | 0.28x | Within |
| 2024-04-29 | After-Close | 4.50% | 7.47% | 1.66x | Exceeded |
| 2024-07-31 | After-Close | 5.09% | 5.11% | 1.00x | Exceeded |
| 2024-11-06 | After-Close | 8.80% | 6.48% | 0.74x | Within |
| 2025-02-26 | After-Close | 7.43% | 0.57% | 0.08x | Within |
| 2025-05-05 | After-Close | 5.46% | 4.39% | 0.80x | Within |
| 2025-07-30 | After-Close | 5.32% | 6.37% | 1.20x | Exceeded |
| 2025-10-29 | Pre-Market | 6.31% | 2.32% | 0.37x | Within |
| 2026-02-24 | Pre-Market | 6.54% | 0.12% | 0.02x | Within |
| 2026-04-27 | Pre-Market | 4.83% | 1.69% | 0.35x | Within |
| 2026-07-27 | After-Close | 5.91% | 2.18% | 0.37x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
SUI Options Activity & IV Rank
SUI IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 25.1%
7-DTE IV: —
Expected Move: $7.03
7-DTE Move: $7.03
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 61
Put Volume: 19
P/C Volume: 0.311
BULLISH
Call OI: 814
Put OI: 14
P/C OI: 0.017
Total OI: 828
ATM Options Pricing
ATM Call: $4.65
ATM Put: $2.38
Call %: 4.0%
Put %: 2.0%
Chain Summary
Chain Volume: 221
Chain OI: 2,956
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 88th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
88%
vs own history
GEX tilt
+0.82
OI-weighted, today
Vanna tilt
+0.98
δ-sensitivity to IV
Charm tilt
-0.99
δ-decay vs time
Vanna tilt +0.98: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.99: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 7 ATM contracts, 3k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · ATM 25.9% / 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)61.9MediumOct 21
Straddle Price (30 DTE)$7.03Oct 21
Beta Analysis
Risk Metrics
Beta: -0.0225
Alpha: -4.57%
Correlation: -0.0143
R-Squared: 0.0%
Stock Volatility: 20.0%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own SUI
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $175.8M | #229 of 6285 | +152.7% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $170.5M | #175 of 3716 | +710.7% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $3.5M | #1124 of 4729 | +261.2% | 13F | |
| Point72 Hedge fund Steve Cohen | $3.4M | #1110 of 1945 | new | 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
SUI Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 125,750,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
4 filers$15.07M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $8.93M | 59.27% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $4.11M | 27.29% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $1.86M | 12.33% | 2026-06-30 |
| 4 | Tidal Investments LLC | $167.87K | 1.11% | 2026-06-30 |
4 filers$19.89M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $9.39M | 47.20% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $8.35M | 41.95% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $1.68M | 8.44% | 2026-06-30 |
| 4 | UBS Group AG Custodian | $479.64K | 2.41% | 2026-06-30 |
SUI Insider Trading (Form 4)
Latest: 2026-10-02Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Charles D. Young | CEO & Director | Tax (F) | −3,393 | $110.00 | -$373.2K | EDGAR |
| 2026-09-09 | Robert Garechana | EVP, CFO, & Treasurer | Award (A) | +6,374 | $117.65 | $749.9K | EDGAR |
| 2026-07-23 | Marc Farrugia | EVP & Chief Admin. Officer | Tax (F) | −1,234 | $119.04 | -$146.9K | EDGAR |
| 2026-07-22 | Aaron Weiss | EVP, Chief Investment Officer | Tax (F) | −2,652 | $119.04 | -$315.7K | EDGAR |
| 2026-07-22 | Brian P Loftus | SVP, CAO, Controller | Tax (F) | −214 | $119.04 | -$25.5K | EDGAR |
| 2026-07-22 | John Bandini McLaren | President and COO | Tax (F) | −418 | $119.04 | -$49.8K | EDGAR |
| 2026-07-01 | Ileana McAlary | EVP, General Counsel, & Sec. | Award (A) | +2,722 | $121.23 | $330.0K | EDGAR |
| 2026-06-25 | Gary A Shiffman | Director | Sell (S) | −25,031 | $119.96 | -$3.00M | EDGAR |
| 2026-05-27 | Fernando Castro-Caratini | EVP, CFO, Sec. & Treas. | Sell (S) | −23,750 | $124.43 | -$2.96M | EDGAR |
| 2026-05-26 | John Bandini McLaren | President and COO | Gift (G) | −1,119 | — | EDGAR | |
| 2026-03-31 | John Bandini McLaren | President and COO | Award (A) | +2,389 | $125.57 | $300.0K | EDGAR |
| 2026-03-31 | Aaron Weiss | EVP, Chief Investment Officer | Award (A) | +5,256 | $125.57 | $660.0K | EDGAR |
| 2026-03-31 | Marc Farrugia | EVP & Chief Admin. Officer | Award (A) | +4,778 | $125.57 | $600.0K | EDGAR |
| 2026-03-31 | Charles D. Young | CEO & Director | Award (A) | +14,334 | $125.57 | $1.80M | EDGAR |
| 2026-03-18 | John Bandini McLaren | President and COO | Tax (F) | −872 | $135.27 | -$118.0K | 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.
SUI Insider Holdings
19 insiders · @ $116.46
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 | Gary A Shiffman | Director | 944,561 | $110.00M | -$39.33M | 116 | 2026-06-25 |
| 2 | John Bandini McLaren | President and COO | 75,110 | $8.75M | -$8.33M | 94 | 2026-07-22 |
| 3 | Charles D. Young | CEO & Director | 74,084 | $8.63M | $0 | 3 | 2026-10-02 |
| 4 | Aaron Weiss | EVP, Chief Investment Officer | 62,227 | $7.25M | $0 | 20 | 2026-07-22 |
| 5 | Marc Farrugia | EVP & Chief Admin. Officer | 61,477 | $7.16M | -$614.8K | 28 | 2026-07-23 |
| 6 | Baxter Underwood | CEO - Safe Harbor Marinas, LLC | 57,546 | $6.70M | -$1.06M | 19 | 2025-03-31 |
| 7 | Bruce Thelen | EVP, COO | 54,687 | $6.37M | -$1.14M | 36 | 2026-03-11 |
| 8 | Brian M Hermelin | Director | 28,327 | $3.30M | $299.9K | 15 | 2026-02-09 |
| 9 | Stephanie W Bergeron | Director | 26,700 | $3.11M | -$1.67M | 30 | 2025-01-10 |
| 10 | Meghan G. Baivier | Director | 19,417 | $2.26M | $0 | 10 | 2026-02-09 |
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.
SUI Board & Officers
As of SEC filings through Oct 21, 2026Directors 10
- Clunet R Lewis · on file since 2006
- Gary A Shiffman · on file since 2006
- Brian M Hermelin · since Jan 1, 2014
- Meghan G. Baivier · since Jul 20, 2017
- Tonya Allen · since Feb 11, 2021
- Jeff Blau · since Jan 25, 2023
- Craig Leupold · since Feb 16, 2024
- Jerome W. Ehlinger · since Feb 16, 2024
- Mark A Denien · since May 13, 2025
- Charles D. Young · since Oct 1, 2025
Officers 7
- Charles D. Young · CEO & Director · since Oct 1, 2025
- John Bandini McLaren · President and COO · listed since Mar 2026
- Robert Garechana · EVP, CFO, & Treasurer · since Sep 8, 2026
- Marc Farrugia · EVP & Chief Admin. Officer · since Jun 13, 2022
- Brian P Loftus · SVP, Chief Accounting Officer · since Mar 17, 2025
- Aaron Weiss · EVP, Chief Investment Officer · listed since Mar 2026
- Ileana McAlary · EVP, General Counsel, & Sec. · since Jun 29, 2026
Changes in the last 10 years (29)
| Sep 8, 2026 | Robert Garechana became EVP, CFO, & Treasurer |
| Jun 29, 2026 | Ileana McAlary became EVP, General Counsel, & Sec. |
| Mar 18, 2026 | John Bandini McLaren listed as President and COO (previously President) in SEC filings |
| Mar 11, 2026 | Bruce Thelen reported in an SEC filing no longer being EVP, COO |
| Mar 11, 2026 | Aaron Weiss listed as EVP, Chief Investment Officer (previously EVP, Corp. Strat. & Bus. Dev.) in SEC filings |
| Feb 17, 2026 | Mark E Patten reported in an SEC filing no longer being EVP, CFO, Sec. & Treas. |
| Jan 5, 2026 | Mark E Patten became EVP, CFO, Sec. & Treas. |
| Oct 1, 2025 | Charles D. Young became a director |
| Oct 1, 2025 | Charles D. Young became CEO & Director |
| Jul 20, 2025 | The company announced the departure of Gary A Shiffman as Chairman & CEO in an SEC filing |
| May 13, 2025 | Mark A Denien became a director |
| Mar 17, 2025 | Brian P Loftus became SVP, Chief Accounting Officer |
| Jan 3, 2025 | Gary A Shiffman listed as Chairman & CEO (previously Chairman, President & CEO) in SEC filings |
| Nov 7, 2024 | John Bandini McLaren listed as President (previously Pres & COO) in SEC filings |
| Feb 16, 2024 | Jerome W. Ehlinger became a director |
| Feb 16, 2024 | Craig Leupold became a director |
| Jan 25, 2023 | Jeff Blau became a director |
| Jan 18, 2023 | Bruce Thelen listed as EVP, COO (previously EVP) in SEC filings |
| Jan 4, 2023 | Gary A Shiffman listed as Chairman, President & CEO (previously Chairman & CEO) in SEC filings |
| Jul 1, 2022 | Karen Dearing listed as EVP - Special Projects (previously EVP, CFO, Sec. & Treas.) in SEC filings |
| Jun 13, 2022 | Marc Farrugia became EVP & Chief Admin. Officer |
| May 2, 2022 | Fernando Castro-Caratini became EVP, CFO, Sec. & Treas. |
| Oct 18, 2021 | Aaron Weiss became EVP, Corp. Strat. & Bus. Dev. |
| Feb 11, 2021 | Tonya Allen became a director |
| Oct 30, 2020 | Baxter Underwood became CEO - Safe Harbor Marinas, LLC |
| May 28, 2020 | Jonathan Colman reported in an SEC filing no longer being EVP |
| May 22, 2020 | Bruce Thelen became EVP |
| Jul 20, 2017 | Meghan G. Baivier became a director |
| Mar 15, 2017 | Gary A Shiffman listed as Chairman & CEO (previously Chrmn and CEO) in SEC filings |
Not reported recently (7)
- Fernando Castro-Caratini · Last reported as EVP, CFO, Sec. & Treas. in an SEC filing dated May 27, 2026
- Baxter Underwood · Last reported as CEO - Safe Harbor Marinas, LLC in an SEC filing dated Mar 31, 2025
- Stephanie W Bergeron · Last reported as a director in an SEC filing dated Jan 10, 2025
- Arthur A Weiss · Last reported as a director in an SEC filing dated May 14, 2024
- Ronald A Klein · Last reported as a director in an SEC filing dated Jan 22, 2024
- Karen Dearing · Last reported as EVP - Special Projects in an SEC filing dated Mar 22, 2023
- Ronald L Piasecki · Last reported as a director in an SEC filing dated Feb 10, 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.
SUI Proposed Insider Sales (Form 144)
Latest: 2026-06-24
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-24 | Gary A. Shiffman | Director | 26,000 | $3.08M | 2026-06-24 | Ameriprise FInancial Services, L… | — | EDGAR |
| 2026-05-26 | Fernando Castro-Caratini | CFO | 23,750 | $3.02M | 2026-05-26 | Pershing LLC | — | EDGAR |
| 2026-02-27 | LEWIS CLUNET R | Director | 8,800 | $1.20M | 2026-02-27 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-06-20 | BERGERON STEPHANIE W | Director | 18,100 | $2.28M | 2025-06-20 | Charles Schwab Corporation | — | EDGAR |
| 2023-09-25 | Farrugia Marc | Officer | 4,962 | $614.8K | 2023-08-30 | JP Morgan Securities LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-01 | 0000912593-26-000194 | EDGAR |
| 2026-05-21 | 0000912593-26-000174 | EDGAR |
| 2026-05-18 | 0000912593-26-000172 | EDGAR |
| 2026-05-04 | 0000912593-26-000163 | EDGAR |
| 2026-04-27 | 0000912593-26-000156 | EDGAR |
| 2026-03-27 | 0000912593-26-000129 | EDGAR |
| 2026-03-09 | 0000912593-26-000107 | EDGAR |
| 2026-02-25 | 0000912593-26-000087 | EDGAR |
| 2026-02-24 | 0000912593-26-000073 | EDGAR |
| 2026-02-10 | 0000912593-26-000060 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-25 | 0000912593-26-000086 | EDGAR |
| 2025-02-28 | 0000912593-25-000086 | EDGAR |
| 2024-02-28 | 0000912593-24-000094 | EDGAR |
| 2023-02-23 | 0000912593-23-000080 | EDGAR |
| 2022-02-22 | 0000912593-22-000039 | EDGAR |
| 2021-02-18 | 0000912593-21-000054 | EDGAR |
| 2020-02-20 | 0000912593-20-000041 | EDGAR |
| 2019-02-21 | 0000912593-19-000034 | EDGAR |
| 2018-02-22 | 0000912593-18-000049 | EDGAR |
| 2017-02-23 | 0000912593-17-000021 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-28 | 0000912593-26-000160 | EDGAR |
| 2025-10-30 | 0000912593-25-000263 | EDGAR |
| 2025-07-31 | 0000912593-25-000218 | EDGAR |
| 2025-05-06 | 0000912593-25-000163 | EDGAR |
| 2024-11-07 | 0000912593-24-000247 | EDGAR |
| 2024-08-01 | 0000912593-24-000211 | EDGAR |
| 2024-05-02 | 0000912593-24-000190 | EDGAR |
| 2023-10-26 | 0000912593-23-000229 | EDGAR |
| 2023-07-27 | 0000912593-23-000201 | EDGAR |
| 2023-04-27 | 0000912593-23-000173 | EDGAR |
ETF Holders
173 ETFs hold SUI
25 shown · $3.05B total exposure · 0.32% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.43% | $521.2M | $123.0B | 2026-10-20 |
| 2 | VNQ Vanguard Real Estate ETF | Vanguard | 0.78% | $517.0M | — | 2026-09-30 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.02% | $426.1M | — | 2026-09-30 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.17% | $303.8M | — | 2026-09-30 |
| 5 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.39% | $168.9M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.16% | $151.7M | — | 2026-09-30 |
| 7 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.42% | $109.0M | $25.8B | 2026-10-20 |
| 8 | SCHH Schwab U.S. REIT ETF | Nport | 1.02% | $101.7M | — | 2026-05-31 |
| 9 | DFAR Dimensional US Real Estate ETF | Dimensional | 1.14% | $94.3M | — | 2026-10-20 |
| 10 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.43% | $78.5M | $18.4B | 2026-10-20 |
| 11 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.11% | $60.3M | $57.3B | 2026-10-20 |
| 12 | USRT iShares Core U.S. REIT ETF | iShares (BlackRock) | 1.28% | $53.8M | $4.2B | 2026-10-20 |
| 13 | USMV iShares MSCI USA Min Vol Factor ETF | iShares (BlackRock) | 0.20% | $48.4M | $24.0B | 2026-10-20 |
| 14 | IYR iShares U.S. Real Estate ETF | iShares (BlackRock) | 1.13% | $45.3M | $4.0B | 2026-10-20 |
| 15 | IJK iShares S&P Mid-Cap 400 Growth ETF | iShares (BlackRock) | 0.41% | $42.9M | $10.5B | 2026-10-20 |
| 16 | REET iShares Global REIT ETF | iShares (BlackRock) | 0.83% | $39.3M | $4.7B | 2026-10-20 |
| 17 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.44% | $37.7M | $8.5B | 2026-10-20 |
| 18 | ICF iShares Select U.S. REIT ETF | iShares (BlackRock) | 1.89% | $36.6M | $1.9B | 2026-10-20 |
| 19 | FVD First Trust Value Line® Dividend Index Fund | First Trust | 0.43% | $33.7M | $7.9B | 2026-10-20 |
| 20 | FREI Fidelity Real Estate Income Fund ETF | Fidelity | 0.78% | $32.5M | — | 2026-10-20 |
| 21 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.04% | $32.5M | $84.5B | 2026-10-20 |
| 22 | SCHG Schwab U.S. Large-Cap Growth ETF | Nport | 0.05% | $30.1M | — | 2026-05-31 |
| 23 | DON WisdomTree U.S. Midcap Dividend Fund | Nport | 0.74% | $29.3M | — | 2026-06-30 |
| 24 | DFGR Dimensional Global Real Estate ETF | Dimensional | 0.76% | $29.0M | $3.8B | 2026-10-20 |
| 25 | REZ iShares Residential and Multisector Real Estate ETF | iShares (BlackRock) | 3.60% | $28.7M | $787.6M | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
60.03
TTM Diluted EPS
$1.94
TTM Revenue
$2.14B
TTM Net Income
$278.80M
TTM Op. Cash Flow
—
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '27 | 2026-06-30 | $478.40M | $-987.40M | $-8.08 | — |
| Q4 '26 | 2026-03-31 | $500.50M | $-8.70M | $-0.07 | $269.30M |
| Q2 '26 | 2025-09-30 | $679.90M | $8.50M | $0.07 | $197.80M |
| Q1 '26 | 2025-06-30 | $479.50M | $1.27B | $10.02 | — |
| Q4 '25 | 2025-03-31 | $465.80M | $-42.80M | $-0.34 | $243.90M |
| Q4 '24 | 2024-12-31 | $740.60M | $-224.80M | $-1.80 | $118.00M |
| Q2 '25 | 2024-09-30 | $675.10M | $288.70M | $2.31 | $189.20M |
| Q3 '24 | 2024-07-02 | $934.40M | $288.70M | $2.31 | — |
| Q1 '25 | 2024-06-30 | $591.10M | $51.80M | $0.42 | $311.30M |
| Q1 '24 | 2024-03-31 | $464.70M | $-27.40M | $-0.22 | $242.50M |
| Q4 '23 | 2023-12-31 | $721.90M | $-79.10M | $-0.65 | $117.60M |
| Q3 '23 | 2023-09-30 | $968.10M | $120.10M | $0.97 | $223.00M |
Q1 2027 • period ending 2026-06-30 • filed 2026-07-28
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
60.03
P/B
2.62
P/S
6.85
EV/EBITDA
41.54
EV/Sales
8.65
ROE
5.0%
ROA
2.6%
Div Yield
0.00%
FCF Yield
—
Debt/Equity
0.72
Current Ratio
—
Market Cap
$14.64B
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
6.93M
SI % of Float
5.79%
Days to Cover
5.59
Short Vol Ratio
62.8%
Free Float
119.75M
Float %
98.3%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-24