ZWS Zurn Elkay Water Solutions Corporation
XNYS
48.38
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.
ZWS
$48.38
—
Key stats
$48.38
- 52-Week Range
- $43.06 – $55.00
- YTD
- +3.27%
- IV Rank (30D)
- 71.53
- Straddle Price
- $4.78
- P/C Vol Ratio
- 0.32
- Market Cap
- $7.9B
- Open
- $46.82
- Day Range
- $46.82 – $48.50
- Volume
- 765,450
- Prev Close
- $47.71
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.13% (VRP-adj) |
| WACC | 9.87% |
| Volatility Risk Premium | +61.8pp (IV − HV30) |
| Effective Tax Rate | 24.1% |
| Rev. Growth (YoY, DCF input) | +7.8% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.4B |
| Return on Equity (TTM) | 16.6% |
| Book / Price | 20.2% |
| Gross Margin (TTM) | 49.0% |
| FCF Margin (TTM) | 21.2% |
| Debt / Equity | 0.30 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +9.9% (reverse-DCF on current price) |
| SMA 50 | $47.53 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $47.07 |
| Bollinger Width / SMA20 | 10.1% (drives anchor stability) |
| Net Debt | $0.1B |
| Market Cap | $8B |
Peers used for multiples: AGX, AOS, FELE, IEX, J, PNR, POWL, XYL
60-Day Conviction
52%
20-Day Fair Value
≈ by Nov 20, 2026
$49.23
α +1.8%
rank 38%
conviction
85%
40-Day Fair Value
≈ by Dec 21, 2026
$49.44
α +2.2%
rank 19%
conviction
67%
60-Day Fair Value
≈ by Jan 19, 2027
$49.10
α +1.5%
rank 24%
conviction
52%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $42.39 | 20% | |
| DDM (Gordon) | $9.00 | 0% | |
| Peer P/E | $48.71 | 9% | median 27.9× · 8 peers |
| Peer EV/EBITDA | $46.99 | 9% | median 16.1× · 8 peers |
| Peer P/B | $42.36 | 2% | median 4.3× · 8 peers |
| Peer P/S | $27.31 | 6% | median 2.4× · 8 peers |
| Market Anchor (SMA50) | $47.53 | 40% | stability 99% (BB-width) |
| Options Expected (B-L 30d) | $47.79 | 15% | 15 strikes · skew -0.55 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- GENERAL INDUSTRIAL MACHINERY & EQUIPMENT (3560) · industry map
- Exchange
- XNYS
- Market Cap
- $7.9B
- Employees
- 2,600
- List Date
- 2012-03-29
- CIK
- 0001439288
- Next Earnings
- 2026-10-27 (After-Close)
- EPS Forecast
- $0.50 (3 est.)
- Headquarters
- Milwaukee, WI
- Homepage
- https://www.zurnelkay.com
Zurn Elkay Water Solutions Corp is a growth-oriented, pure-play water management business that designs, procures, manufactures, and markets the broadest sustainable product portfolio of specification-driven water management solutions to improve health, hydration, human safety and the environment. Its product portfolio includes professional grade water safety and control products, flow systems products, hygienic and environmental products, and filtered drinking water products for public and private spaces that deliver superior value to building owners, positively impact the environment and huma…
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 | -- | -15.77% | 2.58% | 1.86% | 6.88% | -1.58% | -1.21% |
| Feb | -- | 1.82% | 4.03% | 4.92% | -9.48% | 8.63% | 1.98% |
| Mar | -- | 12.67% | -4.64% | 4.37% | -5.64% | -12.01% | -1.05% |
| Apr | -- | -12.77% | 0.51% | -5.56% | 2.41% | 15.21% | -0.04% |
| May | -- | -6.28% | 3.64% | -0.10% | 5.11% | -8.35% | -1.20% |
| Jun | -- | -9.20% | 15.86% | -4.11% | 2.47% | 8.15% | 2.63% |
| Jul | -- | 5.35% | 13.62% | 12.87% | 18.28% | 2.53% | 10.53% |
| Aug | -- | -2.82% | -2.60% | 3.54% | 0.84% | -6.64% | -1.54% |
| Sep | -- | -10.12% | -5.50% | 14.86% | 4.23% | -0.36% | 0.62% |
| Oct | 9.77% | -7.48% | -2.61% | 0.87% | 0.66% | 2.50%* | 0.62% |
| Nov | -2.96% | 4.81% | 7.64% | 7.39% | 1.40% | -- | 3.66% |
| Dec | 6.31% | -15.26% | -1.54% | -7.40% | -2.62% | -- | -4.10% |
| Total | 13.24% | -45.76% | 32.57% | 35.87% | 24.43% | 5.02% | 10.90% |
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: $47.07
SMA 50: $47.53
SMA 200: $48.28
Current: $48.38
EMA 12: $47.29
EMA 26: $47.21
MACD: 0.0797 | Signal: 0.1764
BEARISH
ADX (14): 10.61
RANGE
+DI: 19.96
−DI: 15.39
Momentum Oscillators
RSI (14): 61.91
NEUTRAL
Stoch %K: 70.89
Stoch %D: 57.85
Williams %R: -7.67
Volume & Volatility
BB Upper: $48.20
BB Lower: $45.95
OVERBOUGHT
OBV: 15,877,943
Vol SMA 20: 831,765
Vol ROC: -21.90%
ATR: $1.11
True Range: $1.68
HV 20: 15.6%
HV 30: 16.1%
HV 60: 21.7%
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: ZWS
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers:
- Recent positive news headlines, including acquisitions and successful earnings reports
- Strong technical signals, such as a bullish MACD crossover and rising RSI
- Moderate volatility, indicating a stable market environment
Primary risks:
- Potential for increased competition in the water solutions industry
- Regulatory changes or policy shifts that could impact the company's operations
Investment thesis: ZWS presents a compelling investment opportunity due to its solid fundamentals, positive recent performance, and moderate risk profile.
Recent news sentiment impact: The aggregate sentiment from recent headlines is overwhelmingly positive, which may continue to support the stock price in the short term.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Bullish, Medium-term (1-3 months): Bullish, Long-term (3-12 months): Neutral
Support/Resistance Levels: Key price levels:
- SMA 20: $50.61 (resistance)
- SMA 50: $49.36 (support)
- SMA 200: $48.27 (support)
Momentum Signals: RSI interpretation: 47.88 (neutral) - not overbought or oversold MACD signal: Bullish crossover above the signal line Bollinger Bands position: Neutral, with price near the middle band
Volume Analysis: Volume trends:
- Volume SMA 20: 923747.02 - increasing volume supporting the trend
- On-Balance Volume (OBV): 4855557.78 - OBV rising, indicating accumulation
- Volume Rate of Change: -85.65% - relatively low volume, suggesting a consolidating market
News & Sentiment Analysis
Recent Headlines Summary: Positive news headlines focused on acquisitions and successful earnings reports.
Sentiment Assessment: Aggregate sentiment is overwhelmingly positive (8/10).
Catalyst Identification: No immediate catalysts identified; focus on continued industry trends and company performance.
Market Narrative: The recent news highlights align with the bullish technical signals, suggesting a supportive market environment for ZWS.
Risk & Volatility Assessment
Beta Interpretation: Beta: 0.95 - moderate risk relative to the SPY
Volatility Regime: Current volatility is low (0.28) compared to historical levels (HV20 29.5%, HV30 25.5%, and HV60 28.3%)
Options Market Signals: IV Rank: 46.1% (Medium), indicating a relatively stable options market.
Downside Protection: Support levels:
- SMA 50: $49.36
- SMA 200: $48.27
Market Context & Positioning
Sector Performance: Water solutions sector performing relatively well, with ZWS leading the way.
Institutional Activity: Institutional interest increasing, as evidenced by rising volume and OBV.
Correlation Analysis: Correlation with SPY: 0.43 - moderate correlation, indicating a stable market environment for ZWS.
Relative Valuation: Positioning within a trading range, with potential for further upside.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $50.61 (resistance)
- SMA 50: $49.36 (support)
Breakout/Breakdown Levels: No immediate levels identified; focus on continued industry trends and company performance.
Time-Sensitive Catalysts: No imminent catalysts, but keep an eye on upcoming earnings and potential acquisitions.
Risk Management: Consider stop-loss levels around SMA 50 ($49.36) for risk management purposes.
This comprehensive analysis provides a nuanced view of the ZWS stock price, highlighting both bullish and bearish cases. The report emphasizes the importance of considering technical indicators, news sentiment, and market context to inform investment decisions.
Generated
News
All ZWS news →
Earnings History
13 of 17 under expected move
Avg Expected Move
8.20%
Avg Actual Move
4.51%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-10-26 | After-Close | 8.72% | 0.33% | 0.04x | Within |
| 2022-02-01 | After-Close | 9.24% | 0.34% | 0.04x | Within |
| 2022-07-26 | After-Close | 6.96% | 10.34% | 1.49x | Exceeded |
| 2023-02-07 | After-Close | 5.45% | 7.69% | 1.41x | Exceeded |
| 2023-07-24 | After-Close | 8.93% | 7.53% | 0.84x | Within |
| 2023-10-31 | After-Close | 8.69% | 3.36% | 0.39x | Within |
| 2024-02-06 | After-Close | 6.59% | 4.17% | 0.63x | Within |
| 2024-04-23 | After-Close | 9.19% | 1.92% | 0.21x | Within |
| 2024-07-30 | Pre-Market | 9.70% | 0.03% | 0.00x | Within |
| 2024-10-29 | After-Close | 7.10% | 0.06% | 0.01x | Within |
| 2025-02-04 | After-Close | 8.18% | 3.35% | 0.41x | Within |
| 2025-04-22 | unknown | 8.00% | 8.89% | 1.11x | Exceeded |
| 2025-07-29 | Pre-Market | 7.35% | 0.39% | 0.05x | Within |
| 2025-10-28 | After-Close | 8.15% | 4.24% | 0.52x | Within |
| 2026-02-03 | After-Close | 7.12% | 10.01% | 1.41x | Exceeded |
| 2026-04-21 | After-Close | 10.01% | 9.47% | 0.95x | Within |
| 2026-07-28 | After-Close | 10.09% | 4.54% | 0.45x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
ZWS Options Activity & IV Rank
ZWS IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 41.0%
7-DTE IV: —
Expected Move: $4.78
7-DTE Move: $4.78
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 65
Put Volume: 21
P/C Volume: 0.323
BULLISH
Call OI: 1,405
Put OI: 27
P/C OI: 0.019
Total OI: 1,432
ATM Options Pricing
ATM Call: $2.70
ATM Put: $2.08
Call %: 5.6%
Put %: 4.3%
Chain Summary
Chain Volume: 163
Chain OI: 1,588
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 98th 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
98%
vs own history
GEX tilt
+0.98
OI-weighted, today
Vanna tilt
+0.74
δ-sensitivity to IV
Charm tilt
-0.85
δ-decay vs time
Vanna tilt +0.74: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.85: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 13 ATM contracts, 1k 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 42.5% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)71.5MediumOct 21
Straddle Price (30 DTE)$4.78Oct 21
Beta Analysis
Risk Metrics
Beta: 0.8825
Alpha: -6.70%
Correlation: 0.4046
R-Squared: 16.4%
Stock Volatility: 27.7%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own ZWS
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $14.4M | #867 of 3138 | -26.0% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $3.4M | #564 of 997 | +38.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $3.0M | #2534 of 6285 | -64.7% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $2.7M | #2409 of 3716 | -90.1% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $358K | #2262 of 4729 | -19.9% | 13F | |
| Point72 Hedge fund Steve Cohen | $347K | #1705 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
ZWS Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 169,996,250 (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 filers$222.33K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | GROUP ONE TRADING LLC Custodian | $202.12K | 90.91% | 2026-06-30 |
| 2 | Simplex Trading, LLC Custodian | $20.21K | 9.09% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|
ZWS Insider Trading (Form 4)
Latest: 2026-10-16Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-16 | David C. Longren | Director | Award (A) | +614 | $46.83 | $28.8K | EDGAR |
| 2026-10-16 | George C Moore | Director | Award (A) | +668 | $46.83 | $31.3K | EDGAR |
| 2026-10-16 | Rosemary Schooler | Director | Award (A) | +534 | $46.83 | $25.0K | EDGAR |
| 2026-10-16 | Peggy Troy | Director | Award (A) | +614 | $46.83 | $28.8K | EDGAR |
| 2026-10-16 | Thomas Christopoul | Director | Award (A) | +641 | $46.83 | $30.0K | EDGAR |
| 2026-08-21 | Jacques Donavon Butler | Director | Buy (P) | +2,016 | $49.60 | $100.0K | EDGAR |
| 2026-08-06 | Mark W Peterson | Chief Administrative Officer | Sell (S) | −25,000 | $53.02 | -$1.33M | EDGAR |
| 2026-08-06 | Mark W Peterson | Chief Administrative Officer | Sell (S) | −25,000 | $53.02 | -$1.33M | EDGAR |
| 2026-07-17 | Peggy Troy | Director | Award (A) | +604 | $47.63 | $28.8K | EDGAR |
| 2026-07-17 | David C. Longren | Director | Award (A) | +604 | $47.63 | $28.8K | EDGAR |
| 2026-07-17 | George C Moore | Director | Award (A) | +657 | $47.63 | $31.3K | EDGAR |
| 2026-07-17 | Thomas Christopoul | Director | Award (A) | +630 | $47.63 | $30.0K | EDGAR |
| 2026-07-17 | Rosemary Schooler | Director | Award (A) | +525 | $47.63 | $25.0K | EDGAR |
| 2026-06-02 | Daniel J Klun | Chief Financial Officer | Award (A) | +2,276 | — | EDGAR | |
| 2026-04-17 | David C. Longren | Director | Award (A) | +607 | $47.39 | $28.8K | 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.
ZWS Insider Holdings
20 insiders · @ $48.38
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 | Aimee Katz | 10%+ Owner | 23,921,997 | $1.16B | -$349.45M | 17 | 2025-02-18 |
| 2 | Katz 2004 DYN Trust | 10%+ Owner | 23,915,319 | $1.16B | -$1.01B | 15 | 2025-02-18 |
| 3 | Todd A. Adams | Chairman and CEO | 2,796,281 | $135.28M | -$85.42M | 27 | 2026-02-10 |
| 4 | Timothy J Jahnke | Director | 428,864 | $20.75M | -$8.95M | 23 | 2026-02-19 |
| 5 | Mark W Peterson | Chief Administrative Officer | 314,417 | $15.21M | -$27.36M | 34 | 2026-08-06 |
| 6 | Mark S. Bartlett | Director | 141,583 | $6.85M | -$304.7K | 12 | 2026-02-10 |
| 7 | George C Moore | Director | 121,617 | $5.88M | $0 | 33 | 2026-10-16 |
| 8 | Thomas Christopoul | Director | 119,076 | $5.76M | -$1.25M | 45 | 2026-10-16 |
| 9 | David C. Longren | Director | 99,435 | $4.81M | $92.8K | 25 | 2026-10-16 |
| 10 | Sudhanshu Chhabra | VP-Zurn Business Systems | 92,309 | $4.47M | -$8.71M | 23 | 2026-02-19 |
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.
ZWS Board & Officers
As of SEC filings through Oct 16, 2026Directors 10
- Todd A. Adams · since Mar 28, 2012
- Mark S. Bartlett · since Jun 4, 2012
- Thomas Christopoul · since Feb 26, 2013
- George C Moore · since Feb 12, 2015
- David C. Longren · since Feb 5, 2016
- Peggy Troy · since May 20, 2019
- Rosemary Schooler · since May 20, 2019
- Jacques Donavon Butler · since Feb 25, 2021
- Timothy J Jahnke · since Jul 1, 2022
- Emma M McTague · since Mar 15, 2023
Officers 11
- Todd A. Adams · Chairman and CEO · listed since Feb 2024
- Jeffrey A Schoon · President · listed since Feb 2024
- Jeremy L LaMotte · Vice President, ZEBS · since Jul 23, 2026
- Daniel J Klun · Chief Financial Officer · since May 27, 2026
- Michael Troutman · Chief Information Officer · since Jul 27, 2017
- Mark W Peterson · Chief Administrative Officer · listed since Oct 2024
- Jeffrey J. LaValle · VP, General Counsel & Sec'y · since Feb 3, 2022
- Sudhanshu Chhabra · VP-Zurn Business Systems · listed since Oct 2021
- Angela M Hersil · VP, Mktg, Com, Sus & Pub Aff · since Jul 23, 2026
- Arnaldo Arturo Hernandez Covarrubias · Executive VP & General Manager · since Jul 23, 2026
- Charles Wesley Cline · Senior VP, Supply Chain · since Jul 23, 2026
Changes in the last 10 years (40)
| Jul 23, 2026 | Jeremy L LaMotte became Vice President, ZEBS |
| Jul 23, 2026 | Charles Wesley Cline became Senior VP, Supply Chain |
| Jul 23, 2026 | Arnaldo Arturo Hernandez Covarrubias became Executive VP & General Manager |
| Jul 23, 2026 | Angela M Hersil became VP, Mktg, Com, Sus & Pub Aff |
| May 27, 2026 | Daniel J Klun became Chief Financial Officer |
| Feb 18, 2025 | Katz 2004 DYN Trust reported in an SEC filing no longer being a 10% owner |
| Feb 18, 2025 | Ice Mountain LLC reported in an SEC filing no longer being a 10% owner |
| Feb 18, 2025 | Cascade Bay LLC reported in an SEC filing no longer being a 10% owner |
| Feb 18, 2025 | April Jalazo reported in an SEC filing no longer being a 10% owner |
| Feb 18, 2025 | Aimee Katz reported in an SEC filing no longer being a 10% owner |
| Oct 8, 2024 | Mark W Peterson listed as Chief Administrative Officer (previously SVP & Chief Financial Officer) in SEC filings |
| Jul 10, 2024 | David J Pauli became Chief Financial Officer |
| Feb 13, 2024 | Jeffrey A Schoon listed as President (previously Executive Vice President) in SEC filings |
| Feb 12, 2024 | Todd A. Adams listed as Chairman and CEO (previously Chairman, President & CEO) in SEC filings |
| Jan 1, 2024 | April Jalazo became a 10% owner |
| Jan 1, 2024 | Aimee Katz became a 10% owner |
| Mar 15, 2023 | Emma M McTague became a director |
| Mar 1, 2023 | Kate Silha became Chief Human Resources Officer |
| Mar 1, 2023 | Jeffrey A Schoon became Executive Vice President |
| Feb 1, 2023 | The company announced the departure of John S Stroup from the board in an SEC filing |
| Jul 11, 2022 | Errol R. Halperin first on file as a 10% owner |
| Jul 1, 2022 | William Edward Hamilton IV became Pres. Elkay Mfg. Company |
| Jul 1, 2022 | Timothy J Jahnke became a director |
| Jul 1, 2022 | Ronald C. Katz became a 10% owner |
| Jul 1, 2022 | Katz 2004 DYN Trust became a 10% owner |
| Jul 1, 2022 | Ice Mountain LLC became a 10% owner |
| Jul 1, 2022 | Errol R. Halperin became a director |
| Jul 1, 2022 | Cascade Bay LLC became a 10% owner |
| Feb 3, 2022 | Jeffrey J. LaValle became VP, General Counsel & Sec'y |
| Dec 31, 2021 | The company announced the departure of George J Powers as Chief Human Resources Officer in an SEC filing |
| Oct 7, 2021 | Sudhanshu Chhabra listed as VP-Zurn Business Systems (previously VP-Rexnord Business Systems) in SEC filings |
| Mar 5, 2021 | Todd A. Adams listed as Chairman, President & CEO (previously President & CEO) in SEC filings |
| Feb 25, 2021 | Jacques Donavon Butler became a director |
| Jul 23, 2020 | Chirag Dua became VP & Gen Mgr-Digital Solutions |
| May 20, 2019 | Rosemary Schooler became a director |
| May 20, 2019 | Peggy Troy became a director |
| May 30, 2018 | Sudhanshu Chhabra listed as VP-Rexnord Business Systems (previously Regional Executive India & M.E) in SEC filings |
| Jul 27, 2017 | Michael Troutman became Chief Information Officer |
| May 23, 2017 | Kevin J Zaba listed as Group Ex., President-PMC (previously Group Ex., President-PT) in SEC filings |
| Oct 27, 2016 | Matthew Stillings became Pres & Group Exec - Water Mgmt |
Not reported recently (15)
- David J Pauli · Last reported as Chief Financial Officer in an SEC filing dated Feb 13, 2026
- Craig Wehr · Last reported as Group Ex., President-Zurn in an SEC filing dated Nov 3, 2023
- Kate Silha · Last reported as Chief Human Resources Officer in an SEC filing dated Oct 10, 2023
- Rodney Jackson · Last reported as SVP-Bus.&Corp. Development in an SEC filing dated Feb 21, 2023
- Errol R. Halperin · Last reported as a director in an SEC filing dated Jul 13, 2022
- William Edward Hamilton IV · Last reported as Pres. Elkay Mfg. Company in an SEC filing dated Jul 13, 2022
- Ronald C. Katz · Last reported as a 10% owner in an SEC filing dated Jul 13, 2022
- Patricia M Whaley · Last reported as Vice Pres.-General Counsel in an SEC filing dated Jan 4, 2022
- Chirag Dua · Last reported as VP & Gen Mgr-Digital Solutions in an SEC filing dated Nov 2, 2021
- Kevin J Zaba · Last reported as Group Ex., President-PMC in an SEC filing dated Sep 9, 2021
- Robin A Walker-Lee · Last reported as a director in an SEC filing dated Feb 18, 2021
- Theodore D Crandall · Last reported as a director in an SEC filing dated Feb 18, 2021
- Paul W Jones · Last reported as a director in an SEC filing dated May 6, 2020
- John M Stropki · Last reported as a director in an SEC filing dated May 30, 2018
- Matthew Stillings · Last reported as Pres & Group Exec - Water Mgmt in an SEC filing dated Oct 18, 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.
ZWS Proposed Insider Sales (Form 144)
Latest: 2026-08-04
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $1.3M notice value
· 1 unique filer
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:
Mark William Peterson (1, $1.3M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-04 | Mark William Peterson | Officer | 25,000 | $1.33M | 2026-08-04 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-02-17 | PETERSON MARK W | Officer | 2,006 | $102.0K | 2026-02-17 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-17 | Troutman Michael | Officer | 448 | $22.8K | 2026-02-17 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-17 | Chhabra Sudhanshu | Officer | 2,021 | $102.8K | 2026-02-17 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-17 | LaValle Jeffrey J. | Officer | 447 | $22.7K | 2026-02-17 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-17 | JAHNKE TIMOTHY J | Director | 25,000 | $1.28M | 2026-02-17 | Wells Fargo Clearing Services | — | EDGAR |
| 2026-02-11 | PETERSON MARK W | Officer | 3,793 | $195.3K | 2026-02-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-11 | Schoon Jeffrey A | Officer | 1,286 | $66.3K | 2026-02-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-11 | LaValle Jeffrey J. | Officer | 946 | $48.8K | 2026-02-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-11 | Troutman Michael | Officer | 919 | $47.5K | 2026-02-11 | 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
138 ETFs hold ZWS
25 shown · $1.92B total exposure · 0.30% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.41% | $419.6M | $103.1B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $234.4M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.24% | $182.4M | $75.1B | 2026-10-20 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.09% | $164.7M | — | 2026-09-30 |
| 5 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.17% | $107.3M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.08% | $77.3M | — | 2026-09-30 |
| 7 | AIRR First Trust RBA American Industrial Renaissance® ETF | First Trust | 0.91% | $77.1M | $8.5B | 2026-10-20 |
| 8 | PAVE Global X U.S. Infrastructure Development ETF | Global X | 0.49% | $67.5M | — | 2026-10-21 |
| 9 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.49% | $66.5M | $13.6B | 2026-10-20 |
| 10 | IJT iShares S&P Small-Cap 600 Growth ETF | iShares (BlackRock) | 0.86% | $65.1M | $7.6B | 2026-10-20 |
| 11 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.41% | $64.0M | $15.7B | 2026-10-20 |
| 12 | SDVY First Trust SMID Cap Rising Dividend Achievers ETF | First Trust | 0.42% | $46.6M | $11.1B | 2026-10-20 |
| 13 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.13% | $45.1M | — | 2026-10-20 |
| 14 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.23% | $40.9M | — | 2026-09-30 |
| 15 | SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF | SPDR (State Street) | 0.86% | $39.9M | $4.6B | 2026-10-20 |
| 16 | FIW First Trust Water ETF | First Trust | 2.03% | $35.7M | $1.8B | 2026-10-20 |
| 17 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.15% | $33.5M | — | 2026-05-31 |
| 18 | CGW Invesco S&P Global Water Index ETF | Nport | 2.53% | $26.6M | — | 2026-07-31 |
| 19 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.40% | $24.3M | — | 2026-09-30 |
| 20 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.03% | $23.0M | — | 2026-10-20 |
| 21 | PHO Invesco Water Resources ETF | Invesco | 1.03% | $20.2M | — | 2026-10-20 |
| 22 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.13% | $18.8M | — | 2026-05-31 |
| 23 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.26% | $17.3M | $6.6B | 2026-10-20 |
| 24 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.01% | $9.5M | $97.4B | 2026-10-20 |
| 25 | DON WisdomTree U.S. Midcap Dividend Fund | Nport | 0.23% | $9.1M | — | 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
29.86
TTM Diluted EPS
$1.62
TTM Revenue
$1.79B
TTM Net Income
$276.10M
TTM Op. Cash Flow
$401.40M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $491.00M | $113.30M | $0.67 | $162.30M |
| Q1 '26 | 2026-03-31 | $433.00M | $58.90M | $0.35 | $46.10M |
| Q4 '25 | 2025-12-31 | $407.20M | $42.10M | $0.24 | $91.70M |
| Q3 '25 | 2025-09-30 | $455.40M | $61.80M | $0.36 | $101.30M |
| Q2 '25 | 2025-06-30 | $444.50M | $50.50M | $0.29 | $110.60M |
| Q1 '25 | 2025-03-31 | $388.80M | $43.60M | $0.26 | $42.90M |
| Q4 '24 | 2024-12-31 | $370.70M | $36.40M | $0.21 | $63.60M |
| Q3 '24 | 2024-09-30 | $410.00M | $43.50M | $0.25 | $90.90M |
| Q2 '24 | 2024-06-30 | $412.00M | $46.00M | $0.27 | $85.10M |
| Q1 '24 | 2024-03-31 | $373.80M | $34.30M | $0.19 | $53.90M |
| Q4 '23 | 2023-12-31 | $356.80M | $13.90M | $0.08 | $58.20M |
| Q3 '23 | 2023-09-30 | $398.40M | $41.40M | $0.24 | $103.50M |
Q2 2026 • 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
29.86
P/B
4.96
P/S
4.60
EV/EBITDA
17.89
EV/Sales
4.68
ROE
16.6%
ROA
9.9%
Div Yield
0.89%
FCF Yield
4.88%
Debt/Equity
0.30
Current Ratio
—
Market Cap
$8.22B
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
4.65M
SI % of Float
3.17%
Days to Cover
4.84
Short Vol Ratio
62.3%
Free Float
146.79M
Float %
88.5%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14