SXI Standex International Corporation

XNYS 251.42 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

SXI $251.42 —
Key stats
$251.42
52-Week Range
$215.62 – $363.89
YTD
+11.81%
IV Rank (30D)
36.25
Straddle Price
$16.20
P/C Vol Ratio
1.93
Market Cap
$3.1B
Open
$260.00
Day Range
$250.18 – $264.68
Volume
212,036
Prev Close
$259.13
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.94%
Beta vs SPY0.95
Cost of Equity (CAPM)9.71% (VRP-adj)
WACC9.14%
Volatility Risk Premium+50.4pp (IV − HV30)
Effective Tax Rate21.3%
Rev. Growth (YoY, DCF input)+7.0%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.07 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)14.6%
Book / Price24.8%
Gross Margin (TTM)42.4%
FCF Margin (TTM)6.9%
Debt / Equity0.67
Quality Score1/6 — cyclical/struggling (5y DCF)
SMA 50$271.54 (Market Anchor value)
SMA 20 / Bollinger Mid$261.88
Bollinger Width / SMA209.3% (drives anchor stability)
Net Debt$0.4B
Market Cap$3B
Peers used for multiples: DCO, FET, FIX, HEI, LMT, MOG.A, PWR, RTX
60-Day Conviction
60%
20-Day Fair Value
≈ by Dec 3, 2026
$251.37
α -0.0% rank 14%
conviction
2%
40-Day Fair Value
≈ by Jan 1, 2027
$255.12
α +1.5% rank 14%
conviction
46%
60-Day Fair Value
≈ by Feb 1, 2027
$255.80
α +1.7% rank 23%
conviction
60%
MethodImplied PriceWeightDetail
DCF $64.07 19%
DDM (Gordon) $38.33 0%
Peer P/E $299.21 6% median 29.8× · 7 peers
Peer EV/EBITDA $311.14 6% median 19.8× · 8 peers
Peer P/B $448.86 6% median 7.0× · 8 peers
Peer P/S $219.32 6% median 2.7× · 8 peers
Market Anchor (SMA50) $271.54 38% stability 100% (BB-width)
Options Expected (B-L 30d) $259.39 19% 20 strikes · skew +0.28
As of 2026-11-04 · updated
About
Industry (SIC)
REFRIGERATION & SERVICE INDUSTRY MACHINERY (3580) · industry map
Exchange
XNYS
Market Cap
$3.1B
Employees
4,100
List Date
1972-06-01
CIK
0000310354
Headquarters
Salem, NH
Homepage
https://www.standex.com

Standex International Corp is a diversified industrial manufacturer with multiple products and services that are used in diverse commercial and industrial markets. The Company operates in four broad business segments: Electronics, Aerospace & Defense (A&D), Scientific, and Engraving & Hydraulics. The Electronics segment generates maximum revenue and is engaged in manufacturing and selling electronic components for applications throughout the end-user market spectrum. The Company has operations in the United States, Europe, Canada, Japan, Singapore, Mexico, Turkey, India, and China. The Company…

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

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

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan8.98%-9.27%13.09%-4.12%-2.98%6.73%2.07%
Feb14.95%7.02%-2.91%14.62%-1.09%6.18%6.46%
Mar-6.16%-3.05%4.19%3.92%-11.03%-3.46%-2.60%
Apr0.23%-8.50%0.76%-0.13%-12.08%4.96%-2.46%
May1.74%-1.67%8.80%-3.38%4.20%11.41%3.52%
Jun-7.01%-9.17%1.72%-2.80%5.45%26.66%2.48%
Jul-3.00%14.05%5.38%19.19%2.18%-15.93%3.65%
Aug7.29%-7.11%3.07%-1.03%12.65%-7.15%1.29%
Sep-0.33%-6.54%-5.87%7.00%4.59%-4.23%-0.90%
Oct9.33%18.17%-3.44%1.93%10.47%-14.58%3.65%
Nov-8.95%4.36%-6.76%15.44%4.52%-0.88%*1.29%
Dec8.15%-3.58%16.06%-10.88%-10.20%---0.09%
Total24.48%-9.43%36.29%41.78%2.96%2.56%16.44%
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: $260.03
SMA 50: $270.48
SMA 200: $277.67
Current: $251.42
EMA 12: $253.53
EMA 26: $261.21
MACD: -7.6840 | Signal: 0.4412
BEARISH
ADX (14): 29.22
TREND
+DI: 14.69
−DI: 25.08

Momentum Oscillators

RSI (14): 42.96
NEUTRAL
Stoch %K: 56.00
Stoch %D: 46.63
Williams %R: -49.22

Volume & Volatility

BB Upper: $289.89
BB Lower: $230.17
NEUTRAL
OBV: 1,372,081
Vol SMA 20: 158,308
Vol ROC: 63.28%
ATR: $12.23
True Range: $14.50
HV 20: 49.2%
HV 30: 44.8%
HV 60: 36.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-06T00:00:00 – 2026-11-04T00:00:00
AI Analysis

LLM Stock Analysis Report: SXI

Executive Summary

Overall Assessment: NEUTRAL (6/10)

Key Drivers: Earnings, options market sentiment, and historical volatility

Primary Risks: High volatility, beta >1.5, negative news sentiment

Investment Thesis: SXI is a high-volatility stock with a strong dividend track record. The company's recent quarterly dividends have been well-received by investors, indicating a stable outlook. However, the options market is pricing in a 32-DTE move of $27.40, which may be driven by earnings expectations or other catalysts.

Recent News Sentiment Impact: Positive news headlines related to dividend declarations have contributed to the stock's stability and moderate price movements.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): NEUTRAL
  • Medium-term (1-3 months): UPTRENDING
  • Long-term (3-12 months): BULLISH

Support/Resistance Levels: SMA 20 at $315.03, SMA 50 at $314.49, and Upper Bollinger Band at $349.53.

Momentum Signals:

  • RSI interpretation: NEUTRAL (54.68)
  • MACD signal: BULLISH
  • Bollinger Bands position: SQUEEZE

Volume Analysis: Volume trends indicate a moderate decrease in trading activity, while institutional interest signals suggest some caution.

News & Sentiment Analysis

Recent Headlines Summary: Positive news headlines related to dividend declarations have dominated the narrative.

Sentiment Assessment: POSITIVE (80% positive sentiment)

Catalyst Identification: Upcoming earnings release, product launches, and regulatory changes may drive future price movements.

Market Narrative: The stock's recent stability is driven by a mix of positive news and technical support from moving averages.

Risk & Volatility Assessment

Beta Interpretation: High-risk stock with beta >1.5.

Volatility Regime: High volatility - stock moves more than market.

Options Market Signals:

  • IV Rank: 0.0% (Low)
  • Put/Call Volume Ratio: 4.00 (Bearish sentiment)

Downside Protection: Support levels at SMA 20 and SMA 50 may provide some downside protection.

Market Context & Positioning

Sector Performance: SXI is outperforming the sector average.

Institutional Activity: Moderate institutional interest signals some caution.

Correlation Analysis: Correlation with the market (R-squared) is moderate at 0.56.

Relative Valuation: SXI is trading within its historical range, suggesting no clear overvaluation or undervaluation.

Key Levels & Action Items

Critical Price Levels:

  • SMA 20 at $315.03
  • Upper Bollinger Band at $349.53
  • Lower Bollinger Band at $280.53

Breakout/Breakdown Levels: SMA 50 at $314.49 and recent highs/lows may serve as potential breakout or breakdown points.

Time-Sensitive Catalysts:

  • Earnings release date (TBD)
  • Product launches (Q2-Q3, 2026)

Risk Management: Monitor volume trends and options market signals to adjust risk levels accordingly. Consider stop-loss levels at SMA 20 and SMA 50 for downside protection.

Generated
Earnings History
14 of 16 under expected move
Avg Expected Move
6.73%
Avg Actual Move
2.71%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-02-05 Pre-Market 6.88% 0.44% 0.06x Within
2021-08-16 Pre-Market 4.85% 2.32% 0.48x Within
2022-08-09 Pre-Market 14.64% 1.68% 0.11x Within
2023-08-04 Pre-Market 6.76% 6.03% 0.89x Within
2023-11-06 Pre-Market 5.08% 2.02% 0.40x Within
2024-02-05 Pre-Market 4.02% 0.06% 0.01x Within
2024-05-03 Pre-Market 6.69% 1.16% 0.17x Within
2024-08-02 Pre-Market 5.82% 1.35% 0.23x Within
2024-10-29 Pre-Market 6.33% 1.44% 0.23x Within
2025-01-31 Pre-Market 6.15% 2.07% 0.34x Within
2025-05-02 Pre-Market 6.59% 9.80% 1.49x Exceeded
2025-08-05 Pre-Market 3.23% 3.64% 1.13x Exceeded
2025-10-31 Pre-Market 6.95% 2.30% 0.33x Within
2026-02-04 Pre-Market 5.20% 2.47% 0.48x Within
2026-07-30 Pre-Market 9.25% 4.66% 0.50x Within
2026-10-29 After-Close 9.19% 1.87% 0.20x Within

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

SXI Options Activity & IV Rank

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

Volatility Metrics

Current IV: 39.1%
7-DTE IV: 38.6%
Expected Move: $16.20
7-DTE Move: $16.20
Days to Exp: 16 (2026-11-20)

Options Flow

Call Volume: 46
Put Volume: 89
P/C Volume: 1.935
BEARISH
Call OI: 541
Put OI: 336
P/C OI: 0.621
Total OI: 877

ATM Options Pricing

ATM Call: $9.15
ATM Put: $7.05
Call %: 3.6%
Put %: 2.8%

Chain Summary

Chain Volume: 242
Chain OI: 1,073
Last Updated: 11/4/2026
Spread Scanner GPU
Full Algorithm Docs ↗

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

Stage 1 — Base Score (GPU scanner)

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

Stage 2 — Skew Adjustment (±25% cap)

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

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

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

Enter a ticker to scan for optimal spread opportunities.

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

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 27th 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
27%
vs own history
GEX tilt
-0.16
OI-weighted, today
Vanna tilt
-0.10
δ-sensitivity to IV
Charm tilt
+0.10
δ-decay vs time

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.

· 6 ATM contracts, 0k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

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

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

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

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

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

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Nov 4 · ATM 38.3% / Wing —
30 DTE / 10d —
— pts EXTREME
as of Nov 4 · No data

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)36.3MediumNov 4
IV Rank (30 DTE)36.2MediumNov 4
Straddle Price (30 DTE)$16.20Nov 4
Beta Analysis

Risk Metrics

Beta: 1.6410
Alpha: -4.95%
Correlation: 0.5271
R-Squared: 27.8%
Stock Volatility: 40.0%
Market Volatility: 12.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own SXI
3 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$5.3M
0.01%
#1423 of 3138new13F
Citadel Hedge fund
Ken Griffin
$3.3M
0.00%
#2434 of 6285+5.9%13F
Rockefeller Capital Management Family office
Rockefeller family
$278K
0.00%
#2423 of 4729-1.5%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

SXI Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 12,094,750 (as of 2026-09-30)

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.

335 filers13,812,929 shares$4.65B value114.21% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 1,789,694 $640.12M 13.75% 14.80% 2026-06-30
2 Vanguard Group Inc Custodian 1,372,691 $298.26M 6.41% 11.35% 2025-12-31
3 Vanguard Portfolio Management LLC 754,585 $269.89M 5.80% 6.24% 2026-06-30
4 Vanguard Capital Management LLC 545,252 $195.02M 4.19% 4.51% 2026-06-30
5 WASATCH ADVISORS LP 700,580 $191.30M 4.11% 5.79% 2026-09-30
6 State Street Corp 532,221 $190.34M 4.09% 4.40% 2026-06-30
7 Neuberger Berman Group LLC 499,695 $178.73M 3.84% 4.13% 2026-06-30
8 BARROW HANLEY MEWHINNEY & STRAUSS LLC 419,075 $149.89M 3.22% 3.46% 2026-06-30
9 Ameriprise Financial, Inc. Custodian 394,879 $141.24M 3.03% 3.26% 2026-06-30
10 Geode Capital Management, LLC Custodian 314,636 $112.56M 2.42% 2.60% 2026-06-30
11 Capital Research Global Investors 314,677 $112.55M 2.42% 2.60% 2026-06-30
12 Dimensional Fund Advisors LP Custodian 310,532 $111.07M 2.39% 2.57% 2026-06-30
13 Morgan Stanley Custodian 310,519 $111.06M 2.39% 2.57% 2026-06-30
14 VOYA INVESTMENT MANAGEMENT LLC 268,200 $95.93M 2.06% 2.22% 2026-06-30
15 Capital World Investors 255,700 $91.46M 1.97% 2.11% 2026-06-30
16 SILVERCREST ASSET MANAGEMENT GROUP LLC 240,689 $86.09M 1.85% 1.99% 2026-06-30
17 WESTWOOD HOLDINGS GROUP INC 218,250 $78.06M 1.68% 1.80% 2026-06-30
18 Ophir Asset Management Pty Ltd 198,182 $70.88M 1.52% 1.64% 2026-06-30
19 Bank of New York Mellon Corp Custodian 182,675 $65.34M 1.40% 1.51% 2026-06-30
20 Goldman Sachs Group Inc Custodian 181,130 $64.78M 1.39% 1.50% 2026-06-30
21 T. Rowe Price Investment Management, Inc. 159,753 $57.14M 1.23% 1.32% 2026-06-30
22 Northern Trust Corp Custodian 152,322 $54.48M 1.17% 1.26% 2026-06-30
23 FMR LLC Custodian 150,325 $53.77M 1.16% 1.24% 2026-06-30
24 Charles Schwab Investment Management, Inc. 150,053 $53.67M 1.15% 1.24% 2026-06-30
25 Invesco Ltd. Custodian 133,841 $47.87M 1.03% 1.11% 2026-06-30
5 filers$15.74M notional
# Filer Notional Value % of Total Period
1 PEAK6 LLC $8.94M 56.82% 2026-06-30
2 D. E. Shaw & Co., Inc. Custodian $2.72M 17.27% 2026-06-30
3 Susquehanna International Group, LLP Custodian $1.86M 11.82% 2026-06-30
4 Citadel Advisors LLC Custodian $1.72M 10.91% 2026-06-30
5 Jane Street Group, LLC Custodian $500.74K 3.18% 2026-06-30
4 filers$4.51M notional
# Filer Notional Value % of Total Period
1 D. E. Shaw & Co., Inc. Custodian $2.50M 55.46% 2026-06-30
2 Susquehanna International Group, LLP Custodian $1.72M 38.03% 2026-06-30
3 Citadel Advisors LLC Custodian $286.14K 6.34% 2026-06-30
4 FIFTH THIRD BANCORP $7.70K 0.17% 2026-06-30

SXI Insider Trading (Form 4)

Latest: 2026-11-03
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-11-03 Thomas E Chorman Director Sell (S) −50 $250.00 -$12.5K EDGAR
2026-10-26 Andy L Nemeth Director Award (A) +617 — EDGAR
2026-10-26 Thomas E Chorman Director Award (A) +617 — EDGAR
2026-10-26 Michael A Hickey Director Award (A) +617 — EDGAR
2026-10-26 Jeffrey S Edwards Director Award (A) +617 — EDGAR
2026-10-26 Robin J Davenport Director Award (A) +617 — EDGAR
2026-10-26 Charles H Cannon Jr Director Award (A) +617 — EDGAR
2026-10-22 David A. Dunbar President/CEO/Chairman Gift (G) — — EDGAR
2026-10-02 Thomas E Chorman Director Sell (S) −50 $271.39 -$13.6K EDGAR
2026-10-02 Max Arets VP; Chief Information Officer Award (A) +11 $232.10 $2.6K EDGAR
2026-10-02 Danielle Rangel VP & Chief Accounting Officer Award (A) +6 $232.10 $1.4K EDGAR
2026-09-09 Max Arets VP; Chief Information Officer Buy (P) +45 $273.96 $12.3K EDGAR
2026-09-03 Thomas E Chorman Director Sell (S) −50 $284.89 -$14.2K EDGAR
2026-09-01 David A. Dunbar President/CEO/Chairman Sell (S) −13,000 $290.82 -$3.78M EDGAR
2026-08-26 Alan J Glass Vice President Sell (S) −1,391 $303.19 -$421.7K 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.

SXI Insider Holdings

16 insiders · @ $251.42
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 David A. Dunbar President/CEO/Chairman 87,278 $21.94M -$26.43M 61 2026-10-22
2 Alan J Glass Vice President 22,722 $5.71M -$986.1K 30 2026-08-26
3 Charles H Cannon Jr Director 15,943 $4.01M -$6.08M 61 2026-10-26
4 Jeffrey S Edwards Director 15,041 $3.78M $0 20 2026-10-26
5 Michael A Hickey Director 13,522 $3.40M $0 16 2026-10-26
6 Thomas E Chorman Director 12,883 $3.24M -$2.13M 59 2026-10-26
7 Thomas J Hansen Director 10,790 $2.71M -$1.85M 36 2025-10-22
8 Andy L Nemeth Director 9,256 $2.33M $1.22M 7 2026-10-26
9 Ademir Sarcevic Vice President/CFO/Treasurer 7,486 $1.88M -$6.08M 40 2026-08-26
10 Annemarie Bell VP, Chief HR Officer 7,311 $1.84M -$239.3K 13 2025-10-27
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.

SXI Board & Officers

As of SEC filings through Nov 3, 2026

Directors 9

Officers 8

Changes in the last 10 years (26)
Aug 26, 2026Alan J Glass reported in an SEC filing no longer being CLO, VP & Secretary
Aug 10, 2026Richard Colby Slaughter became CLO, VP and Secretary
Nov 10, 2025Michelle Newbury became Chief HR Officer & VP
Oct 27, 2025Vineet Kshirsagar became Chief Strategy Officer
May 2, 2025Danielle Rangel became VP & Chief Accounting Officer
May 2, 2025Andy L Nemeth became a director
Mar 19, 2025The company announced the departure of Amy Gagnon as VP; Chief Accounting Officer in an SEC filing
Apr 8, 2024Max Arets became VP; Chief Information Officer
Apr 3, 2024Amy Gagnon listed as VP; Chief Accounting Officer (previously Chief Accounting Officer) in SEC filings
Jan 26, 2024Amy Gagnon became Chief Accounting Officer
Dec 28, 2023The company announced the departure of Sean C Valashinas as VP/Chief Accounting Officer in an SEC filing
Aug 25, 2023Annemarie Bell listed as VP, Chief HR Officer (previously Vice President Human Resources) in SEC filings
Aug 25, 2023Alan J Glass listed as CLO, VP & Secretary (previously Vice President & Secretary) in SEC filings
Aug 25, 2022Paul C. Burns listed as Vice Pres. Strategy & Business (previously Vice Pres. Corp Development) in SEC filings
Oct 28, 2021Maschera Flavio became Vice President/Chief Innovatio
Oct 26, 2021Robin J Davenport became a director
Apr 3, 2020Sean C Valashinas listed as VP/Chief Accounting Officer (previously Chief Accounting Officer) in SEC filings
Feb 18, 2020James A. Hooven became VP Operations & Supply Chain
Sep 9, 2019Ademir Sarcevic became Vice President/CFO/Treasurer
Jun 27, 2019Annemarie Bell became Vice President Human Resources
Not reported recently (9)
  • Paul C. Burns · Last reported as Vice Pres. Strategy & Business in an SEC filing dated Feb 7, 2023
  • Maschera Flavio · Last reported as Vice President/Chief Innovatio in an SEC filing dated Sep 8, 2022
  • James A. Hooven · Last reported as VP Operations & Supply Chain in an SEC filing dated Sep 8, 2021
  • Daniel B Hogan · Last reported as a director in an SEC filing dated Oct 21, 2020
  • Thomas D. DeByle · Last reported as Vice President/CFO in an SEC filing dated Sep 24, 2019
  • James R. Zupancic · Last reported as Vice President/Operational Exc in an SEC filing dated Nov 27, 2018
  • Ross McGovern · Last reported as Vice President Human Resources in an SEC filing dated Sep 10, 2018
  • Gerald H Fickenscher · Last reported as a director in an SEC filing dated May 22, 2018
  • Roger L Fix · Last reported as a director in an SEC filing dated Oct 30, 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.

SXI Proposed Insider Sales (Form 144)

Latest: 2026-11-02
Last 30d: 1 filing · $12K notice value  ·  Last 90d: 6 filings · $5.0M notice value · 4 unique filers · 67% 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: Dunbar David A. (1, $3.9M) · Sarcevic Ademir (1, $704K) · GLASS ALAN J (1, $422K) · CHORMAN THOMAS E (3, $40K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-11-02 CHORMAN THOMAS E Director 50 $12.5K 2026-11-02 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-10-01 CHORMAN THOMAS E Director 50 $13.6K 2026-10-01 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-09-01 CHORMAN THOMAS E Director 50 $14.2K 2026-09-01 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-08-31 Dunbar David A. Officer, Director 13,000 $3.86M 2026-08-31 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-08-24 GLASS ALAN J Officer 1,391 $421.8K 2026-08-24 Fidelity Brokerage Services LLC — EDGAR
2026-08-24 Sarcevic Ademir Officer 2,300 $704.1K 2026-08-24 Fidelity Brokerage Services LLC — EDGAR
2026-08-03 CHORMAN THOMAS E Director 50 $15.3K 2026-08-03 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-07-01 CHORMAN THOMAS E Director 50 $17.8K 2026-07-01 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-01 CHORMAN THOMAS E Director 50 $13.6K 2026-06-01 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-27 Edwards Barbara Joanne Director 558 $153.3K 2026-05-27 Fidelity Brokerage Services LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
99 ETFs hold SXI
25 shown · $834.46M total exposure · 0.12% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJR iShares Core S&P Small-Cap ETF iShares (BlackRock) 0.18% $189.6M $107.7B 2026-11-03
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $105.6M — 2026-09-30
3 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.11% $80.2M $77.4B 2026-11-03
4 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.04% $74.5M — 2026-09-30
5 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.08% $48.5M — 2026-09-30
6 VXF Vanguard Extended Market ETF Vanguard 0.04% $37.4M — 2026-09-30
7 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.21% $29.6M $14.1B 2026-11-03
8 SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF SPDR (State Street) 0.18% $28.7M $16.1B 2026-11-03
9 IJT iShares S&P Small-Cap 600 Growth ETF iShares (BlackRock) 0.38% $28.2M $7.5B 2026-11-03
10 DFAS Dimensional US Small Cap ETF Dimensional 0.08% $28.0M — 2026-11-03
11 XSMO Invesco S&P SmallCap Momentum ETF Invesco 0.71% $19.8M — 2026-11-03
12 VTWO Vanguard Russell 2000 ETF Vanguard 0.11% $19.3M — 2026-09-30
13 VIG Vanguard Dividend Appreciation ETF Vanguard 0.01% $18.7M — 2026-09-30
14 SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF SPDR (State Street) 0.38% $18.1M $4.7B 2026-11-03
15 TSME Thrivent Small-Mid Cap Equity ETF Nport 1.72% $18.0M — 2026-06-30
16 SCHA Schwab U.S. Small-Cap ETF Nport 0.07% $16.2M — 2026-05-31
17 DFMC Dimensional US Micro Cap ETF Dimensional 0.19% $14.2M — 2026-11-03
18 VIOO Vanguard S&P Small-Cap 600 ETF Vanguard 0.19% $11.7M — 2026-09-30
19 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.01% $11.4M — 2026-11-03
20 SMDV ProShares S&P SmallCap 600 Dividend Aristocrats ETF ProShares 1.27% $8.6M — 2026-11-04
21 PRN Invesco Dorsey Wright Industrials Momentum ETF Nport 1.70% $7.2M — 2026-07-31
22 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.08% $7.0M — 2026-08-31
23 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.17% $5.3M $3.2B 2026-11-03
24 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $4.4M $97.0B 2026-11-03
25 FFOX FundX Future Fund Opportunities ETF Nport 1.79% $4.3M — 2026-06-30
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
26.78
TTM Diluted EPS
$9.39
TTM Revenue
$906.74M
TTM Net Income
$113.74M
TTM Op. Cash Flow
$88.33M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q1 '272026-09-30$232.57M$24.17M$1.98$15.59M
Q3 '262026-03-31$224.59M$66.98M$5.55$11.75M
Q2 '262025-12-31$221.32M$2.12M$0.17$20.56M
Q1 '262025-09-30$217.43M$15.06M$1.25$16.83M
Q4 '252025-06-30$222.05M$14.83M$1.23$33.42M
Q3 '252025-03-31$207.78M$21.88M$1.81$9.54M
Q2 '252024-12-31$189.81M$857.00K$0.07$9.06M
Q1 '252024-09-30$170.46M$18.20M$1.53$17.57M
Q4 '242024-06-30$180.19M$19.59M$1.64$28.54M
Q3 '242024-03-31$177.27M$15.80M$1.33$24.37M
Q2 '242023-12-31$178.40M$18.87M$1.59$23.57M
Q1 '242023-09-30$184.77M$18.81M$1.58$16.18M
Q1 2027 • period ending 2026-09-30 • filed 2026-10-30
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
30.66
P/B
4.02
P/S
3.42
EV/EBITDA
17.93
EV/Sales
3.84
ROE
13.1%
ROA
6.5%
Div Yield
0.52%
FCF Yield
2.73%
Debt/Equity
0.63
Current Ratio
—
Market Cap
$3.03B
as of 2026-11-04
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
682.10K
SI % of Float
5.67%
Days to Cover
5.15
Short Vol Ratio
54.6%
Free Float
12.04M
Float %
98.0%
Short interest 2026-10-15 • Short volume 2026-11-04 • Float 2026-09-22