SYK Stryker Corporation

XNYS 291.64 Delayed
Find condors

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.

SYK $291.64 —
Key stats
$291.64
52-Week Range
$267.00 – $389.33
YTD
-16.24%
IV Rank (30D)
42.16
Straddle Price
$19.10
P/C Vol Ratio
0.50
Market Cap
$119.6B
Open
$287.97
Day Range
$282.18 – $299.17
Volume
6,465,596
Prev Close
$311.75
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)4.99%
Beta vs SPY0.90
Cost of Equity (CAPM)9.50% (VRP-adj)
WACC9.05%
Volatility Risk Premium+37.8pp (IV − HV30)
Effective Tax Rate27.6%
Rev. Growth (YoY, DCF input)+8.8%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.09 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$4.7B
Return on Equity (TTM)15.6%
Book / Price19.9%
Gross Margin (TTM)65.0%
FCF Margin (TTM)18.2%
Debt / Equity0.59
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth+11.5% (reverse-DCF on current price)
SMA 50$293.42 (Market Anchor value)
SMA 20 / Bollinger Mid$292.03
Bollinger Width / SMA205.8% (drives anchor stability)
Net Debt$10.8B
Market Cap$120B
Peers used for multiples: ABBV, ABT, ISRG, JNJ, LLY, MDT, MRK, UNH
60-Day Conviction
61%
20-Day Fair Value
≈ by Nov 30, 2026
$294.12
α +0.8% rank 24%
conviction
50%
40-Day Fair Value
≈ by Dec 29, 2026
$298.74
α +2.4% rank 28%
conviction
75%
60-Day Fair Value
≈ by Jan 27, 2027
$297.35
α +1.9% rank 35%
conviction
61%
MethodImplied PriceWeightDetail
DCF $257.17 19%
DDM (Gordon) $82.12 0%
Peer P/E $438.43 9% median 41.8× · 8 peers
Peer EV/EBITDA $355.20 9% median 19.9× · 8 peers
Peer P/B $496.61 2% median 8.0× · 7 peers
Peer P/S $428.77 6% median 5.9× · 8 peers
Market Anchor (SMA50) $293.42 38% stability 100% (BB-width)
Options Expected (B-L 30d) $310.42 19% 27 strikes · skew -0.38
As of 2026-10-30 · updated
About
Industry (SIC)
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS (3841) · industry map
Exchange
XNYS
Market Cap
$119.6B
Employees
56,000
List Date
1979-05-02
CIK
0000310764
Headquarters
Portage, MI
Homepage
https://www.stryker.com

Stryker designs, manufactures, and markets an array of medical equipment, instruments, consumable supplies, and implantable devices. The product portfolio includes hip and knee replacements, extremities, endoscopy systems, operating room equipment, embolic coils, mechanical thrombectomy systems, hospital beds and gurneys, and orthopedic robotics. Stryker remains one of the three largest competitors in reconstructive orthopedic implants and holds the leadership position in operating room equipment. Roughly one-fourth of Stryker's total revenue currently comes from outside the United States.

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

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

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-7.53%-7.59%3.16%13.25%9.08%6.14%2.75%
Feb7.13%5.93%-5.76%2.50%-1.27%5.25%2.30%
Mar-0.91%1.80%9.81%1.32%-5.73%-15.10%-1.47%
Apr8.10%-10.33%4.20%-5.12%0.17%-4.33%-1.22%
May-2.98%-1.04%-8.11%3.95%2.31%3.52%-0.39%
Jun1.54%-12.75%9.52%0.25%3.88%5.14%1.26%
Jul3.14%5.34%-4.90%-2.69%-1.01%4.21%0.68%
Aug2.60%-3.88%1.53%8.18%3.61%-5.10%1.16%
Sep-4.68%-2.00%-3.93%0.46%-5.20%-13.24%-4.76%
Oct-0.80%9.25%-1.32%-0.28%-2.17%6.92%*1.93%
Nov-11.84%6.27%8.92%6.81%3.64%--2.76%
Dec11.84%1.55%0.56%-7.59%-5.60%--0.15%
Total3.13%-9.74%12.24%21.05%0.58%-9.40%2.98%
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: $292.86
SMA 50: $292.71
SMA 200: $323.82
Current: $291.86
EMA 12: $299.11
EMA 26: $294.77
MACD: 4.3410 | Signal: 1.2485
BULLISH
ADX (14): 18.26
RANGE
+DI: 21.08
−DI: 32.46

Momentum Oscillators

RSI (14): 47.98
NEUTRAL
Stoch %K: 73.32
Stoch %D: 81.35
Williams %R: -61.18

Volume & Volatility

BB Upper: $316.23
BB Lower: $269.48
NEUTRAL
OBV: -43,237,709
Vol SMA 20: 2,730,551
Vol ROC: 90.54%
ATR: $9.70
True Range: $29.57
HV 20: 38.6%
HV 30: 32.5%
HV 60: 35.0%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis

STRYKER CORPORATION (SYK) - COMPREHENSIVE STOCK ANALYSIS

Executive Summary

Overall Assessment: BULLISH | Confidence Level: 7/10

Stryker presents a moderately bullish case supported by recent strategic M&A activity, positive sector momentum, and improving technical momentum, despite the stock trading below its 200-day moving average. The company is executing an aggressive growth strategy (ZuriMED acquisition on 2026-10-26, $400M CMR Surgical robotics investment on 2026-10-19) that signals confidence in long-term positioning within orthopedic and robotic surgery markets. However, valuation headwinds and technical weakness relative to long-term trend suggest caution.

Key Drivers:

  • Strategic acquisitions expanding shoulder/soft-tissue robotics capabilities
  • Positive sentiment on medical device sector growth narratives
  • Upcoming earnings catalyst (2026-10-29, 3 days from latest news)
  • Strong call-to-put ratios indicating institutional bullish positioning

Primary Risks:

  • Stock trading $18.86 below 200-day MA ($324.99) signals intermediate weakness
  • Extremely low beta (0.10) and near-zero correlation (0.04) create isolated risk profile
  • High IV Rank (87.5%) suggests elevated option premiums ahead of earnings
  • Negative alpha (-0.19) underperforming market risk-adjusted returns

Investment Thesis: Stryker is executing an offensive M&A strategy to strengthen its robotics and orthopedic franchise at a time when medical device stocks face favorable structural demand. While near-term technical weakness and valuation concerns warrant caution, the aggressive acquisition pace and positive news flow suggest management confidence in earnings potential. Earnings on 2026-10-29 will be critical to validating acquisition thesis.

Technical Analysis

Trend Direction

| Timeframe | Direction | Assessment | |-----------|-----------|------------| | Short-term (1-4 weeks) | MIXED/WEAK UPTREND | Price $306.13 trading above SMA20 ($287.53) and SMA50 ($295.14), but RSI at 63.08 and Stochastic %K at 92.39 suggest overbought conditions in near term. ADX at 20.21 indicates weak trend strength. | | Medium-term (1-3 months) | DOWNTREND | Price has declined $18.86 (-5.8%) below 200-day MA ($324.99), indicating intermediate weakness despite recent recovery. | | Long-term (3-12 months) | NEUTRAL | Stock likely in consolidation phase within longer-term range. |

Support & Resistance Levels

| Level | Type | Price | Significance | |-------|------|-------|--------------| | Upper Resistance | Recent High/Bollinger Upper Band | $311.25 | Immediate overhead resistance; price within $5 of this level | | Current Price | — | $306.13 | Trading in upper half of Bollinger Bands; neutral positioning | | SMA 50 | Dynamic Support | $295.14 | First meaningful support; represents 50-day trend anchor | | SMA 20 | Dynamic Support | $287.53 | Secondary support; represents 20-day trend | | Bollinger Band Middle | Mean Reversion Level | $287.53 | Coincides with SMA20; strong mean reversion target | | Lower Bollinger Band | Technical Support | $263.81 | Major support; would represent 13.8% downside from current price | | SMA 200 | Long-term Support/Resistance | $324.99 | Major overhead resistance; stock currently $18.86 below this level |

Momentum Signals

RSI (14): 63.08 — NEUTRAL TO SLIGHTLY OVERBOUGHT

  • Reading of 63.08 sits in neutral zone (30-70) but trending toward overbought (>70)
  • Suggests momentum remains positive but at risk of mean reversion
  • Not yet at extreme overbought levels that would trigger reversal signals
  • Consistent with strong short-term move but limited further upside room without consolidation

MACD: 4.46 | Signal: 3.75 | Histogram: +0.71 — BULLISH MOMENTUM

  • MACD line (4.46) trading above signal line (3.75) with positive histogram (+0.71)
  • Clear bullish momentum structure — indicates EMA12 accelerating above EMA26
  • Recent positive crossover (or sustained bullish structure) supports short-term strength
  • Momentum is favorable but not at extreme levels; room for continued upside if trend sustains

Stochastic %K & %D: 92.39 & 90.11 — OVERBOUGHT EXTREME

  • Both readings in extreme overbought territory (>80 typically signals overbought)
  • Most restrictive indicator — highest probability of short-term pullback or consolidation
  • Suggests recent momentum has been very strong but may be reaching exhaustion point
  • Divergence between extreme Stochastic readings and moderate RSI (63) suggests mixed extremeness

Williams %R: -9.34 — STRONGLY OVERBOUGHT

  • Readings near -0 indicate overbought conditions (scale: 0 to -100)
  • Aligns with Stochastic readings in suggesting momentum has moved into extreme territory
  • Indicates stock has rallied significantly into upper price ranges recently

Momentum Synthesis:

  • Short-term momentum is positive (MACD bullish) but overbought (Stochastic, Williams %R)
  • Likely scenario: Consolidation or modest pullback to SMA50 ($295.14) or SMA20 ($287.53) before further upside
  • Breakout scenario: Push through $311.25 upper Bollinger Band would confirm continued strength; ADX weakness (20.21) suggests trend could strengthen with higher volume commitment

Bollinger Bands Position

  • Current Price: $306.13
  • Upper Band: $311.25 (2.5% above current price)
  • Middle Band: $287.53 (6.1% below current price)
  • Lower Band: $263.81 (13.8% below current price)
  • Band Width: $47.44 ($311.25 - $263.81)
  • Signal: NEUTRAL

Interpretation:

  • Price in upper half of bands but not touching upper band
  • Bands are moderately wide (not in squeeze), indicating normal volatility regime
  • Position suggests room for upside move to $311.25 or pullback to middle band
  • Mean reversion pressure moderate — not at extremes but consolidation likely

Volume Analysis

Volume SMA 20: 2,536,077 shares

  • Average daily volume provides baseline for institutional participation assessment
  • Recent volume rate of change: +4.48% — slight increase in trading activity

On-Balance Volume (OBV): -35,936,490

  • SIGNIFICANT RED FLAG: Negative OBV indicates volume has favored sellers despite price appreciation
  • This divergence between price and volume suggests:
    • Recent price strength not backed by volume buying
    • Potential weakness in rally; rally may not be as conviction-driven
    • Risk that pullback could accelerate if selling volume increases

Volume Interpretation:

  • Price has rallied above both 20 and 50-day moving averages with declining volume backing
  • Classic weakness signal: price making higher lows but volume declining
  • Suggests rally may be vulnerable to pullback or reversal
  • Institutional interest may be lukewarm despite positive news flow

News & Sentiment Analysis

Recent Headlines Summary (Last 10 Articles)

| Date | Headline | Sentiment | Catalyst Type | Timeframe | |------|----------|-----------|---|---| | 2026-10-26 | ZuriMED Acquisition Completion | POSITIVE | M&A/Growth | Immediate | | 2026-10-21 | SYK vs PAHC Valuation Comparison | NEGATIVE | Valuation Concern | Near-term | | 2026-10-21 | Dividend Stocks to Buy/Hold | POSITIVE | Yield/Stability | General | | 2026-10-19 | 2 Industries Beyond AI with Demand Drivers | POSITIVE | Sector Tailwinds | Long-term | | 2026-10-19 | $400M CMR Surgical Robotics Deal | POSITIVE | M

Generated
News
All SYK news →
Earnings History
22 of 24 under expected move
Avg Expected Move
6.00%
Avg Actual Move
3.15%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-01-27 After-Close 7.42% 0.33% 0.04x Within
2021-04-27 After-Close 5.24% 2.06% 0.39x Within
2021-07-27 After-Close 4.92% 0.12% 0.02x Within
2021-10-28 After-Close 5.24% 0.88% 0.17x Within
2022-01-27 After-Close 7.13% 1.25% 0.18x Within
2022-04-28 After-Close 7.46% 4.30% 0.58x Within
2022-07-26 After-Close 4.67% 3.62% 0.78x Within
2022-10-31 After-Close 5.10% 3.99% 0.78x Within
2023-01-31 After-Close 5.24% 9.91% 1.89x Exceeded
2023-05-01 After-Close 5.37% 2.00% 0.37x Within
2023-08-03 After-Close 4.84% 2.94% 0.61x Within
2023-11-02 After-Close 5.25% 0.72% 0.14x Within
2024-01-30 After-Close 5.23% 5.95% 1.14x Exceeded
2024-04-30 After-Close 5.27% 2.49% 0.47x Within
2024-07-30 After-Close 6.92% 0.84% 0.12x Within
2024-10-29 After-Close 6.74% 1.23% 0.18x Within
2025-01-28 After-Close 6.01% 1.03% 0.17x Within
2025-05-01 After-Close 5.88% 1.13% 0.19x Within
2025-07-31 After-Close 4.98% 3.80% 0.76x Within
2025-10-30 After-Close 6.11% 3.45% 0.56x Within
2026-01-29 After-Close 6.12% 4.31% 0.70x Within
2026-04-30 After-Close 6.82% 6.47% 0.95x Within
2026-07-30 After-Close 7.54% 6.42% 0.85x Within
2026-10-29 After-Close 8.42% 6.38% 0.76x Within

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

SYK Options Activity & IV Rank

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

Volatility Metrics

Current IV: 33.0%
7-DTE IV: 33.9%
Expected Move: $19.10
7-DTE Move: $19.10
Days to Exp: 21 (2026-11-20)

Options Flow

Call Volume: 1,279
Put Volume: 645
P/C Volume: 0.504
BULLISH
Call OI: 9,328
Put OI: 3,356
P/C OI: 0.36
Total OI: 12,684

ATM Options Pricing

ATM Call: $10.60
ATM Put: $8.50
Call %: 3.6%
Put %: 2.9%

Chain Summary

Chain Volume: 4,712
Chain OI: 45,010
Last Updated: 10/30/2026
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 58th 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
58%
vs own history
GEX tilt
+0.21
OI-weighted, today
Vanna tilt
+0.66
δ-sensitivity to IV
Charm tilt
-0.75
δ-decay vs time
Vanna tilt +0.66: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.75: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

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

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

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

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

· 49 ATM contracts, 18k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

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

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

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

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

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

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 30 · No data
30 DTE / 10d —
— pts EXTREME
as of Oct 30 · 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)48.1MediumOct 30
IV Rank (30 DTE)42.2MediumOct 30
Straddle Price (30 DTE)$19.10Oct 30
Beta Analysis

Risk Metrics

Beta: 0.1597
Alpha: -20.50%
Correlation: 0.0657
R-Squared: 0.4%
Stock Volatility: 31.1%
Market Volatility: 12.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own SYK
7 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Fundsmith Asset manager
Terry Smith
$917.4M
6.72%
#2 of 41-4.8%13F
Point72 Hedge fund
Steve Cohen
$135.4M
0.21%
#122 of 1945+1604.0%13F
Citadel Hedge fund
Ken Griffin
$48.0M
0.03%
#703 of 6285-0.1%13F
Rockefeller Capital Management Family office
Rockefeller family
$30.1M
0.05%
#362 of 4729+7.7%13F
Millennium Management Hedge fund
Izzy Englander
$29.1M
0.02%
#900 of 3716+243.8%13F
Renaissance Technologies Hedge fund
Jim Simons
$28.7M
0.04%
#552 of 3138-76.7%13F
Bridgewater Associates Hedge fund
Ray Dalio
$3.8M
0.02%
#532 of 997-54.0%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

SYK Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 386,425,000 (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.

2,337 filers348,513,355 shares$109.83B value90.19% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 33,907,291 $11.92B 10.85% 8.77% 2025-12-31
2 BlackRock, Inc. Custodian 27,414,742 $8.63B 7.86% 7.09% 2026-06-30
3 Vanguard Capital Management LLC 22,536,843 $7.10B 6.46% 5.83% 2026-06-30
4 JPMorgan Chase & Co Custodian 17,260,943 $5.71B 5.19% 4.47% 2026-06-30
5 State Street Corp 15,532,565 $4.90B 4.46% 4.02% 2026-06-30
6 GREENLEAF TRUST 15,155,933 $4.17B 3.80% 3.92% 2026-09-30
7 T. Rowe Price Associates, Inc. 11,916,057 $3.75B 3.42% 3.08% 2026-06-30
8 Vanguard Portfolio Management LLC 8,173,167 $2.57B 2.34% 2.12% 2026-06-30
9 Wellington Management Group LLP Custodian 8,167,185 $2.57B 2.34% 2.11% 2026-06-30
10 Geode Capital Management, LLC Custodian 7,819,802 $2.45B 2.23% 2.02% 2026-06-30
11 Morgan Stanley Custodian 5,960,732 $1.88B 1.71% 1.54% 2026-06-30
12 AllianceBernstein L.P. 4,927,021 $1.62B 1.47% 1.27% 2026-06-30
13 Norges Bank 4,892,615 $1.54B 1.40% 1.27% 2026-06-30
14 Bank of America Corp Custodian 4,460,311 $1.40B 1.28% 1.15% 2026-06-30
15 Bank of New York Mellon Corp Custodian 3,548,516 $1.12B 1.02% 0.92% 2026-06-30
16 Royal Bank of Canada Custodian 3,475,558 $1.09B 1.00% 0.90% 2026-06-30
17 Northern Trust Corp Custodian 3,326,549 $1.05B 0.95% 0.86% 2026-06-30
18 Arrowstreet Capital, Limited Partnership 3,282,207 $1.03B 0.94% 0.85% 2026-06-30
19 Ameriprise Financial, Inc. Custodian 3,272,554 $1.03B 0.94% 0.85% 2026-06-30
20 First Western Trust Bank 3,017,349 $949.98M 0.86% 0.78% 2026-06-30
21 Fundsmith LLP 2,913,833 $917.39M 0.84% 0.75% 2026-06-30
22 Franklin Resources, Inc. Custodian 2,787,785 $877.71M 0.80% 0.72% 2026-06-30
23 Goldman Sachs Group Inc Custodian 2,783,782 $876.45M 0.80% 0.72% 2026-06-30
24 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 2,689,376 $846.72M 0.77% 0.70% 2026-06-30
25 Wells Fargo & Company Custodian 2,407,680 $758.03M 0.69% 0.62% 2026-06-30
43 filers$736.70M notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $138.97M 18.86% 2026-06-30
2 Susquehanna International Group, LLP Custodian $126.19M 17.13% 2026-06-30
3 NOMURA HOLDINGS INC $111.77M 15.17% 2026-06-30
4 Citadel Advisors LLC Custodian $82.87M 11.25% 2026-06-30
5 Royal Bank of Canada Custodian $61.08M 8.29% 2026-06-30
6 Wolverine Trading, LLC Custodian $30.74M 4.17% 2025-09-30
7 IMC-Chicago, LLC Custodian $28.56M 3.88% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $16.12M 2.19% 2026-06-30
9 Citigroup Inc. Custodian $15.74M 2.14% 2026-06-30
10 SIG BROKERAGE, LP $14.17M 1.92% 2026-06-30
11 Squarepoint Ops LLC $13.03M 1.77% 2026-06-30
12 National Bank of Canada Custodian $12.31M 1.67% 2026-06-30
13 JPMorgan Chase & Co Custodian $9.59M 1.30% 2026-06-30
14 TUDOR INVESTMENT CORP ET AL $9.51M 1.29% 2026-06-30
15 CAPITAL FUND MANAGEMENT S.A. $7.59M 1.03% 2026-06-30
16 Simplex Trading, LLC Custodian $7.21M 0.98% 2026-06-30
17 Goldman Sachs Group Inc Custodian $5.38M 0.73% 2026-06-30
18 Allianz Asset Management GmbH $5.32M 0.72% 2026-06-30
19 Millennium Management LLC Custodian $5.10M 0.69% 2026-06-30
20 Walleye Capital LLC $4.19M 0.57% 2026-06-30
21 UBS Group AG Custodian $3.24M 0.44% 2026-06-30
22 Walleye Trading LLC $2.99M 0.41% 2026-06-30
23 PEAK6 LLC $2.77M 0.38% 2026-06-30
24 Qube Research & Technologies Ltd $2.46M 0.33% 2026-06-30
25 SG Americas Securities, LLC $2.02M 0.27% 2026-06-30
36 filers$450.06M notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $169.48M 37.66% 2026-06-30
2 Susquehanna International Group, LLP Custodian $53.74M 11.94% 2026-06-30
3 Citadel Advisors LLC Custodian $43.89M 9.75% 2026-06-30
4 JPMorgan Chase & Co Custodian $43.46M 9.66% 2026-06-30
5 IMC-Chicago, LLC Custodian $21.19M 4.71% 2026-06-30
6 Wolverine Trading, LLC Custodian $20.68M 4.59% 2025-09-30
7 Millennium Management LLC Custodian $11.37M 2.53% 2026-06-30
8 CAPSTONE INVESTMENT ADVISORS, LLC $7.93M 1.76% 2026-06-30
9 Allianz Asset Management GmbH $7.65M 1.70% 2026-06-30
10 Simplex Trading, LLC Custodian $6.52M 1.45% 2026-06-30
11 Goldman Sachs Group Inc Custodian $6.17M 1.37% 2026-06-30
12 CAPITAL FUND MANAGEMENT S.A. $5.89M 1.31% 2026-06-30
13 UBS Group AG Custodian $5.73M 1.27% 2026-06-30
14 Qube Research & Technologies Ltd $5.04M 1.12% 2026-06-30
15 Eisler Capital Management Ltd. $5.02M 1.12% 2025-09-30
16 Point72 Asset Management, L.P. $4.16M 0.92% 2026-06-30
17 PEAK6 LLC $3.94M 0.87% 2026-06-30
18 Squarepoint Ops LLC $3.43M 0.76% 2026-06-30
19 Trexquant Investment LP $3.40M 0.76% 2026-06-30
20 BNP Paribas Financial Markets Custodian $3.31M 0.73% 2026-06-30
21 D. E. Shaw & Co., Inc. Custodian $3.27M 0.73% 2026-06-30
22 GROUP ONE TRADING LLC Custodian $3.15M 0.70% 2026-06-30
23 Verition Fund Management LLC $2.90M 0.64% 2026-06-30
24 Walleye Capital LLC $2.17M 0.48% 2026-06-30
25 SIG BROKERAGE, LP $1.57M 0.35% 2026-06-30

SYK Insider Trading (Form 4)

Latest: 2026-09-28
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
2026-09-28 Preston Wendell Wells VP, Chief Financial Officer Other (J) −109 — EDGAR
2026-09-24 Preston Wendell Wells VP, Chief Financial Officer Other (J) −2,738 — EDGAR
2026-09-02 Mary K Brainerd Director Buy (P) +131 $204.09 $26.7K EDGAR
2026-08-26 Dylan Bram Crotty Group President Sell (S) −441 $328.61 -$144.9K EDGAR
2026-08-20 Ronda E Stryker Director Sell (S) −350,000 $336.50 -$117.78M EDGAR
2026-08-18 Debra King See Remarks Sell (S) −826 $336.30 -$277.8K EDGAR
2026-08-04 Robert S Fletcher VP, Chief Legal Officer Tax (F) −94 $325.70 -$30.6K EDGAR
2026-08-04 Debra King See Remarks Tax (F) −533 $325.70 -$173.6K EDGAR
2026-08-04 M Kathryn Fink VP, Chief HR Officer Tax (F) −111 $325.70 -$36.2K EDGAR
2026-08-04 Kimberly Ann Montagnino VP, Chief Comm. Officer Tax (F) −155 $325.70 -$50.5K EDGAR
2026-06-02 Spencer S Stiles President and COO Gift (G) −1,607 — EDGAR
2026-05-29 Robert S Fletcher VP, Chief Legal Officer Sell (S) −4,544 $306.87 -$1.39M EDGAR
2026-05-28 Ronda E Stryker Director Sell (S) −310,000 $312.23 -$96.79M EDGAR
2026-05-12 M Kathryn Fink VP, Chief HR Officer Mixed −3,500 $233.87 -$3.66M EDGAR
2026-05-08 Debra King See Remarks Award (A) +1,016 — 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.

SYK Insider Holdings

23 insiders · @ $291.86
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 Ronda E Stryker Director 2,260,068 $659.62M -$2.16B 627 2026-08-20
2 Kevin Lobo Chair and CEO 222,952 $65.07M -$114.36M 48 2026-03-24
3 James Andrew Pierce Group President 81,581 $23.81M -$286.4K 27 2026-03-24
4 Spencer S Stiles President and COO 77,720 $22.68M -$201.1K 29 2026-06-02
5 Yin C Becker VP, Chief Corp Affairs Officer 36,968 $10.79M -$11.47M 42 2025-03-25
6 Glenn S Boehnlein VP, Chief Financial Officer 19,915 $5.81M -$25.78M 47 2025-03-25
7 Allan C. Golston Director 18,500 $5.40M -$5.58M 29 2025-02-19
8 Andrew K Silvernail Director 18,465 $5.39M $0 21 2026-05-08
9 Viju Menon Group President 17,580 $5.13M -$2.42M 27 2026-03-24
10 M Kathryn Fink VP, Chief HR Officer 13,204 $3.85M -$16.12M 44 2026-08-04
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.

SYK Board & Officers

As of SEC filings through Sep 28, 2026

Directors 10

Officers 12

Changes in the last 10 years (36)
Sep 1, 2026Emily Kay Baculik became VP, Corporate Controller
Feb 4, 2026Spencer S Stiles listed as President and COO (previously Group President) in SEC filings
Jan 1, 2026Dylan Bram Crotty became Group President
Aug 7, 2025Ronda E Stryker no longer listed as a 10% owner in SEC filings
May 27, 2025Debra King became VP, Chief Digital and Information Officer
May 8, 2025Emmanuel Perez Maceda became a director
Apr 1, 2025Preston Wendell Wells became VP, Chief Financial Officer
Apr 1, 2025Kimberly Ann Montagnino became VP, Chief Comm. Officer
Feb 4, 2025The company announced the departure of Allan C. Golston from the board in an SEC filing
Jan 24, 2025The company announced the departure of Glenn S Boehnlein as VP, Chief Financial Officer in an SEC filing
May 9, 2024Rachel Ruggeri became a director
Dec 4, 2023The company announced the departure of Srikant M. Datar from the board in an SEC filing
Feb 6, 2023William E Berry Jr listed as VP, Chief Accounting Officer (previously VP, Corporate Controller) in SEC filings
May 6, 2022Ronda E Stryker first listed as a 10% owner in an SEC filing
Oct 1, 2021Spencer S Stiles became Group President
Oct 1, 2021James Andrew Pierce became Group President
May 6, 2021Yin C Becker listed as VP, Chief Corp Affairs Officer (previously VP, Comm. and Public Affairs) in SEC filings
Dec 1, 2020Giovanni Caforio became a director
May 5, 2020Tatum Lisa M Skeete became a director
Apr 30, 2019Robert S Fletcher became VP, Chief Legal Officer
Not reported recently (11)
  • Yin C Becker · Last reported as VP, Chief Corp Affairs Officer in an SEC filing dated Mar 25, 2025
  • Timothy J Scannell · Last reported as President and COO in an SEC filing dated Aug 3, 2021
  • Roch Doliveux · Last reported as a director in an SEC filing dated May 7, 2021
  • Katherine Ann Owen · Last reported as VP, Strategy and IR in an SEC filing dated May 8, 2020
  • Louise Francesconi · Last reported as a director in an SEC filing dated May 5, 2020
  • Bijoy Sagar · Last reported as VP, Chief Digital Tech Officer in an SEC filing dated May 7, 2019
  • Michael Damon Hutchinson · Last reported as VP, Chief Legal Officer in an SEC filing dated Mar 25, 2019
  • David Floyd · Last reported as Group President in an SEC filing dated May 17, 2018
  • Graham A McLean · Last reported as President, Asia-Pacific in an SEC filing dated May 17, 2018
  • Lonny J Carpenter · Last reported as Group President in an SEC filing dated May 7, 2018
  • Howard E Cox Jr · Last reported as a director in an SEC filing dated Mar 23, 2018
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.

SYK Proposed Insider Sales (Form 144)

Latest: 2026-08-18
Last 30d: 0 filings  ·  Last 90d: 2 filings · $117.5M notice value · 2 unique filers

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

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

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

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

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

Top 90-day filers: STRYKER RONDA E (1, $117.2M) · Debra King (1, $278K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-18 Debra King Officer 826 $277.8K 2026-08-18 UBS Financial Services Inc — EDGAR
2026-08-17 STRYKER RONDA E Director 350,000 $117.25M 2026-08-18 APEX CLEARING — EDGAR
2026-05-28 Fletcher Robert S Officer 4,544 $1.39M 2026-05-28 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-05-27 STRYKER RONDA E Director 310,000 $97.03M 2026-05-26 APEX CLEARING — EDGAR
2026-05-11 Mary Fink Officer 5,220 $1.48M 2026-05-11 UBS Financial Services Inc — EDGAR
2026-05-11 2023 Mary Fink Living Trust Officer 3,500 $991.9K 2026-05-11 UBS Financial Services Inc — EDGAR
2026-02-02 James Andrew Pierce Officer 475 $175.2K 2026-02-02 UBS Financial Services Inc — EDGAR
2025-11-20 Preston Wells Officer 165 $60.4K 2025-11-20 UBS Financial Services Inc — EDGAR
2025-11-14 William Berry Jr Officer 2,026 $740.5K 2025-11-14 UBS Financial Services Inc — EDGAR
2025-11-05 STRYKER RONDA E Director 520,000 $184.60M 2025-11-05 Apex Clearing — 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: 2026-05-20
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-20 0001193125-26-232643 EDGAR
2026-05-08 0000310764-26-000029 EDGAR
2026-04-30 0000310764-26-000025 EDGAR
2026-03-23 0001193125-26-118634 EDGAR
2026-03-12 0001193125-26-104431 EDGAR
2026-03-11 0001193125-26-102460 EDGAR
2026-01-29 0000310764-26-000006 EDGAR
2025-12-04 0001193125-25-308097 EDGAR
2025-10-30 0000310764-25-000126 EDGAR
2025-07-31 0000310764-25-000103 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-11 0000310764-26-000010 EDGAR
2025-02-12 0000310764-25-000023 EDGAR
2024-02-14 0000310764-24-000024 EDGAR
2023-02-10 0000310764-23-000017 EDGAR
2022-02-11 0000310764-22-000028 EDGAR
2021-02-11 0000310764-21-000027 EDGAR
2020-02-06 0000310764-20-000014 EDGAR
2019-02-07 0000310764-19-000014 EDGAR
2018-02-08 0000310764-18-000031 EDGAR
2017-02-09 0000310764-17-000034 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-11 0000310764-26-000031 EDGAR
2025-10-31 0000310764-25-000129 EDGAR
2025-08-01 0000310764-25-000107 EDGAR
2025-05-02 0000310764-25-000075 EDGAR
2024-10-30 0000310764-24-000115 EDGAR
2024-07-31 0000310764-24-000098 EDGAR
2024-05-01 0000310764-24-000064 EDGAR
2023-11-03 0000310764-23-000116 EDGAR
2023-08-04 0000310764-23-000106 EDGAR
2023-05-02 0000310764-23-000067 EDGAR
ETF Holders
343 ETFs hold SYK
25 shown · $13.21B total exposure · 0.21% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.13% $3.0B — 2026-09-30
2 VOO Vanguard S&P 500 ETF Vanguard 0.15% $2.5B — 2026-09-30
3 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.16% $1.4B $870.0B 2026-10-29
4 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.16% $1.3B $813.6B 2026-10-29
5 VTV Vanguard Morningstar Value ETF Vanguard 0.36% $905.4M — 2026-09-30
6 XLV State Street® Health Care Select Sector SPDR® ETF SPDR (State Street) 1.63% $789.2M $48.5B 2026-10-29
7 VIG Vanguard Dividend Appreciation ETF Vanguard 0.43% $543.8M — 2026-09-30
8 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.16% $303.0M $185.3B 2026-10-29
9 VHT Vanguard Health Care ETF Vanguard 1.33% $290.3M — 2026-09-30
10 JEPI JPMorgan Equity Premium Income ETF JPMorgan 0.61% $280.2M $46.2B 2026-10-30
11 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.28% $236.9M $83.2B 2026-10-29
12 RSP Invesco S&P 500 Equal Weight ETF Invesco 0.22% $223.0M — 2026-10-29
13 IHI iShares U.S. Medical Devices ETF iShares (BlackRock) 4.72% $176.2M $3.7B 2026-10-29
14 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.15% $141.2M $95.5B 2026-10-29
15 DGRO iShares Core Dividend Growth ETF iShares (BlackRock) 0.28% $129.2M $45.3B 2026-10-29
16 VV Vanguard Morningstar Large-Cap ETF Vanguard 0.15% $112.0M — 2026-09-30
17 SCHX Schwab U.S. Large-Cap ETF Nport 0.15% $111.4M — 2026-05-31
18 IVE iShares S&P 500 Value ETF iShares (BlackRock) 0.21% $105.0M $50.7B 2026-10-29
19 IVW iShares S&P 500 Growth ETF iShares (BlackRock) 0.13% $97.3M $74.7B 2026-10-29
20 VT Vanguard Total World Stock ETF Vanguard 0.08% $82.4M — 2026-09-30
21 SPYV State Street® SPDR® Portfolio S&P 500® Value ETF SPDR (State Street) 0.21% $80.4M $39.2B 2026-10-29
22 IWB iShares Russell 1000 ETF iShares (BlackRock) 0.15% $74.2M $48.0B 2026-10-29
23 IYH iShares U.S. Healthcare ETF iShares (BlackRock) 1.57% $72.5M $4.6B 2026-10-29
24 SPYG State Street® SPDR® Portfolio S&P 500® Growth ETF SPDR (State Street) 0.13% $70.8M $55.5B 2026-10-29
25 DGRW WisdomTree U.S. Quality Dividend Growth Fund Nport 0.38% $63.6M — 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
30.24
TTM Diluted EPS
$9.65
TTM Revenue
$25.84B
TTM Net Income
$3.73B
TTM Op. Cash Flow
$5.53B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$6.59B$1.28B$3.30$1.26B
Q1 '262026-03-31$6.02B$745.00M$1.93$581.00M
Q4 '252025-12-31$7.17B$849.00M$2.20$2.14B
Q3 '252025-09-30$6.06B$859.00M$2.22$1.54B
Q2 '252025-06-30$6.02B$884.00M$2.29$1.11B
Q1 '252025-03-31$5.87B$654.00M$1.69$250.00M
Q4 '242024-12-31$6.44B$546.00M$1.41$1.93B
Q3 '242024-09-30$5.49B$834.00M$2.16$1.47B
Q2 '242024-06-30$5.42B$825.00M$2.14$633.00M
Q1 '242024-03-31$5.24B$788.00M$2.05$204.00M
Q4 '232023-12-31$5.82B$1.14B$2.98$1.53B
Q3 '232023-09-30$4.91B$692.00M$1.80$1.05B
Q2 2026 • period ending 2026-06-30 • filed 2026-07-31
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
30.24
P/B
4.70
P/S
4.37
EV/EBITDA
18.08
EV/Sales
4.78
ROE
15.5%
ROA
7.8%
Div Yield
1.10%
FCF Yield
4.90%
Debt/Equity
0.59
Current Ratio
—
Market Cap
$112.78B
as of 2026-10-30
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
5.70M
SI % of Float
1.64%
Days to Cover
2.39
Short Vol Ratio
46.5%
Free Float
347.86M
Float %
90.7%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-07