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Allient Inc. (ALNT)

USD87.13 -0.15 (-0.17%)
US NASDAQ Industrials Electrical Equipment & Parts
Address 495 Commerce Drive 14228
Amherst, NY, US
CEO Richard S. Warzala
IPO 1980-10-20
CIK 46129 ISIN US0193301092

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Also trades on NASDAQ Global Market · ALNT (USD) NASDAQ Global Market · AMOT (USD)
Description

Allient Inc., headquartered in Amherst, New York, and founded in 1962, is a global enterprise specializing in the engineering, production, and distribution of high-precision, specialized controlled motion components and integrated systems. The company, which rebranded from Allied Motion Technologies Inc. in August 2023, provides an extensive array of products. These offerings range from various types of motors, including brush, brushless DC, brushless servo, torque, and coreless DC motors, to integrated motor-drives, gearmotors, and gearing. Additionally, their portfolio encompasses advanced electronic solutions such as modular digital servo drives, motion controllers, optical encoders, active and passive filtering systems, input/output modules, industrial communication gateways, and light-weighting technologies, among other motion control-related innovations. Allient's sophisticated solutions cater to a diverse global clientele, serving both end-users and original equipment manufacturers (OEMs) across critical sectors like automotive, medical, aerospace, defense, and broader industrial markets. The company distributes its products through a multi-channel sales strategy, utilizing its internal sales team, a network of authorized manufacturers' representatives, and independent distributors.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD87.13 -0.15 (-0.17%)
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Volume Profile
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Liquidity & share structure
Average Volume
249.1K
Beta
1.64
Float Shares
13.45M
Free Float %
79.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.83% -2.60% -10.35% -5.54% +23.49% +17.15% +100.86% +82.68% +88.87% +183.39% +1,222.90%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
87.13
Low 70.00 -19.7%
Consensus 74.67 -14.3%
Median 75.00 -13.9%
High 79.00 -9.3%
DCF (Unlevered) 23.26 -73.3%
DCF (Levered) 35.80 -58.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 60% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
77.00
-11.6%
Last Year 2
77.00
-11.6%
All Time 4
58.50
-32.9%
Quality scores
Altman Z-Score
4.66
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Electrical Equipment & Parts: +13.1%
    +4.6% Q1'26: +4.6% (vs Q1'25)
  • EPS growth Electrical Equipment & Parts: +22.4%
    +67.1% Q1'26: +52.4% (vs Q1'25)
  • FCF margin FCF growth · Electrical Equipment & Parts: +27.2%
    +6.2% Q1'26: +2.9% (vs Q1'25)
  • EBIT margin Electrical Equipment & Parts: +8.2%
    +8.7% Q1'26: +7.3% (vs Q1'25)
  • ROIC Electrical Equipment & Parts: +6.4%
    +8.1% Q1'26: +7.0% (vs Q1'25)
  • Share dilution Electrical Equipment & Parts: +0.0%
    +0.8% Q1'26: +1.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×
    2.68× Q1'26: 2.93× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.65) × ERP
WACC = 87% × Ke + 13% × Kd (14.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 23.53 Current price: 87.13
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
245.89M
est: 249.55M (-1.5%)
252.01M
est: 247.81M (+1.7%)
310.61M
est: 311.96M (-0.4%)
371.08M
est: 370.49M (+0.2%)
366.69M
est: 360.29M (+1.8%)
403.52M
est: 402.97M (+0.1%)
502.99M
est: 498.08M (+1.0%)
578.63M
est: 569.06M (+1.7%)
529.97M
est: 527.67M (+0.4%)
554.48M
est: 544.38M (+1.9%)
584.07M
580.65M – 587.02M
+7.3% YoY
623.38M
616.70M – 629.97M
+6.7% YoY
663.24M
658.83M – 668.16M
+6.4% YoY
696.82M
692.18M – 701.97M
+5.1% YoY
728.67M
723.83M – 734.07M
+4.6% YoY
EBITDA
29.11M
est: 27.45M (+6.1%)
28.57M
est: 27.26M (+4.8%)
34.96M
est: 34.31M (+1.9%)
43.83M
est: 40.75M (+7.6%)
38.48M
est: 39.63M (-2.9%)
44.46M
est: 44.32M (+0.3%)
56.86M
est: 54.78M (+3.8%)
67.15M
est: 85.74M (-21.7%)
56.05M
est: 79.50M (-29.5%)
73.43M
est: 82.02M (-10.5%)
88.00M
87.49M – 88.45M
+7.3% YoY
93.93M
92.92M – 94.92M
+6.7% YoY
99.93M
99.27M – 100.67M
+6.4% YoY
104.99M
104.29M – 105.77M
+5.1% YoY
109.79M
109.06M – 110.60M
+4.6% YoY
EBIT
19.25M
est: 15.90M (+21.1%)
18.61M
est: 15.79M (+17.8%)
23.38M
est: 19.88M (+17.6%)
28.98M
est: 23.61M (+22.7%)
22.49M
est: 22.96M (-2.0%)
26.35M
est: 25.68M (+2.6%)
31.37M
est: 31.74M (-1.2%)
42.08M
est: 59.66M (-29.5%)
30.15M
est: 55.32M (-45.5%)
48.03M
est: 57.07M (-15.9%)
61.23M
60.87M – 61.54M
+7.3% YoY
65.35M
64.65M – 66.05M
+6.7% YoY
69.53M
69.07M – 70.05M
+6.4% YoY
73.05M
72.57M – 73.59M
+5.1% YoY
76.39M
75.89M – 76.96M
+4.6% YoY
Net Income
9.08M
est: 11.07M (-18.0%)
8.04M
est: 12.12M (-33.7%)
15.93M
est: 19.98M (-20.3%)
17.02M
est: 20.48M (-16.9%)
13.64M
est: 15.46M (-11.7%)
24.09M
est: 23.47M (+2.7%)
17.39M
est: 34.95M (-50.2%)
24.10M
est: 19.65M (+22.6%)
13.17M
est: 23.94M (-45.0%)
22.03M
est: 34.71M (-36.5%)
42.35M
42.10M – 42.59M
+22.0% YoY
51.03M
50.52M – 51.54M
+20.5% YoY
54.91M
54.41M – 55.41M
+7.6% YoY
59.57M
59.05M – 60.14M
+8.5% YoY
62.24M
61.70M – 62.84M
+4.5% YoY
SGA
34.32M
est: 36.68M (-6.4%)
35.91M
est: 36.43M (-1.4%)
43.84M
est: 45.86M (-4.4%)
54.22M
est: 54.46M (-0.4%)
53.69M
est: 52.96M (+1.4%)
59.67M
est: 59.23M (+0.7%)
72.55M
est: 73.22M (-0.9%)
83.12M
est: 83.89M (-0.9%)
80.98M
est: 77.79M (+4.1%)
82.38M
est: 80.26M (+2.6%)
86.11M
85.60M – 86.54M
+7.3% YoY
91.90M
90.92M – 92.87M
+6.7% YoY
97.78M
97.13M – 98.50M
+6.4% YoY
102.73M
102.04M – 103.49M
+5.1% YoY
107.42M
106.71M – 108.22M
+4.6% YoY
EPS
0.67
est: 0.67 (+0.5%)
0.59
est: 0.73 (-19.2%)
1.15
est: 1.20 (-4.4%)
1.21
est: 1.23 (-1.9%)
0.96
est: 0.93 (+3.1%)
1.67
est: 1.41 (+18.2%)
1.13
est: 2.11 (-46.3%)
1.51
est: 1.17 (+28.6%)
0.80
est: 1.43 (-44.1%)
1.32
est: 2.06 (-35.9%)
2.53
2.52 – 2.55
+22.7% YoY
3.06
3.02 – 3.08
+21.1% YoY
3.28
3.25 – 3.31
+7.2% YoY
3.56
3.53 – 3.59
+8.5% YoY
3.72
3.69 – 3.76
+4.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-11 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-08 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-07 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-06 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-05 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-04 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-01 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-30 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-29 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-28 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-27 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-24 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-23 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-22 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-21 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-20 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-17 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-16 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-15 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
80.69M
OE per share TTM
4.82
Owner's Yield
6.23%
Maintenance CapEx ratio
20.70%
Maint CapEx / Avg PPE
17.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
57
Total invested
79.09M
Insider transactions (90d)
0
Beneficial owners (>5%)
21
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Abigail P. Johnson 1.15M 6.85% 1.15M IN United States of America 2024-11-12
2 FMR LLC 1.15M 6.85% 1.15M 1.15M HC Delaware 2024-11-12
3 Alexis P. Michas 869.1K 5.20% 869.1K 869.1K IN United States 2024-11-06
4 John A. Bartholdson 869.1K 5.20% 869.1K 869.1K IN United States 2024-11-06
5 Juniper Investment Company, LLC 869.1K 5.20% 869.1K 869.1K IA Delaware 2024-11-06
6 (1)Names of reporting persons. BlackRock, Inc. 867.5K 5.50% 854.0K 867.5K HC Delaware 2023-02-03
7 The Vanguard Group 860.9K 5.11% 11.6K 834.1K 26.8K Pennsylvania 2024-11-04
8 Juniper HF Investors II, LLC 859.5K 5.10% 859.5K 859.5K PN Delaware 2024-11-06
9 Juniper Targeted Opportunity Fund, L.P. 859.5K 5.10% 859.5K 859.5K PN Delaware 2024-11-06
10 Eugene E. Prince 829.9K 13.70% 718.8K 718.8K 10.00 IN United States of America 2004-12-08
11 ACK Asset Management LLC 807.4K 5.10% 807.4K IA Delaware 2023-02-17
12 John Reilly 807.4K 5.10% 807.4K HC Delaware 2023-02-17
13 Richard Meisenberg 807.4K 5.10% 807.4K HC Delaware 2023-02-17
14 Juniper Public Fund, L.P. 712.1K 7.50% 712.1K 712.1K 10.00 PN Delaware 2017-09-01
15 3K Limited Partnership 567.7K 9.40% 59.3K 59.3K IN 3K Limited Partnership -- Delaware 2005-02-02
16 (1) BlackRock, Inc. 502.7K 5.20% 494.3K 502.7K HC Delaware 2020-02-07
17 Gotham Capital, LLC 235.5K 5.50% 235.5K 235.5K OO Delaware 2000-03-06
18 Gotham Holdings, L.P. 235.5K 5.50% 235.5K 235.5K PN Delaware 2000-03-06
19 Russell L. Anmuth 235.5K 5.50% 235.5K 235.5K IN United States 2000-03-06
20 Juniper HF Investors, LLC 9.6K 0.10% 9.6K 9.6K PN Delaware 2024-11-06
21 Juniper Multi-Strategy Fund, L.P. 9.6K 0.10% 9.6K 9.6K PN Delaware 2024-11-06

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
57
-133 vs prev Q
New positions
13
Closed positions
144
Increased
27
Reduced
20
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 FMR LLC 2.31M -110.4K (-4.6%) 124.33M +15.9M (+14.6%) 13.85% -0.668 pp 0.01% +0.001 pp USD24.42 +120.1% 16 qtrs
2 BLACKROCK, INC. 1.17M +4.8K (+0.4%) 62.62M +10.7M (+20.6%) 6.98% +0.025 pp 0.00% +0.000 pp USD19.39 +177.2% 6 qtrs
3 VANGUARD GROUP INC 1.01M +26.4K (+2.7%) 54.35M +10.3M (+23.3%) 6.06% +0.156 pp 0.00% +0.000 pp USD20.86 +157.7% 84 qtrs
4 JUNIPER INVESTMENT COMPANY, LLC 869.1K +— (+0.0%) 46.72M +7.8M (+20.1%) 5.21% -0.003 pp 16.06% +1.185 pp USD26.12 +105.8% 26 qtrs
5 DIMENSIONAL FUND ADVISORS LP 702.8K -21.1K (-2.9%) 37.77M +5.4M (+16.6%) 4.21% -0.129 pp 0.01% +0.001 pp USD15.72 +241.9% 51 qtrs
6 STATE STREET CORP 392.3K +96.3K (+32.5%) 21.08M +7.8M (+59.2%) 2.35% +0.576 pp 0.00% +0.000 pp USD32.62 +64.8% 43 qtrs
7 DRIEHAUS CAPITAL MANAGEMENT LLC 387.1K +387.1K (+100.0%) 20.81M +20.8M (+100.0%) 2.32% +2.319 pp 0.14% +0.141 pp USD53.75 +0.0% 1 qtrs NEW
8 GEODE CAPITAL MANAGEMENT, LLC 368.5K +10.2K (+2.8%) 19.81M +3.8M (+23.5%) 2.21% +0.060 pp 0.00% +0.000 pp USD26.52 +102.7% 60 qtrs
9 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 306.3K -87.1K (-22.1%) 16.46M -1.1M (-6.5%) 1.83% -0.523 pp 0.03% -0.002 pp USD24.32 +121.0% 17 qtrs
10 PORTOLAN CAPITAL MANAGEMENT, LLC 301.9K +44.2K (+17.2%) 16.23M +4.7M (+40.7%) 1.81% +0.264 pp 0.87% +0.246 pp USD46.07 +16.7% 2 qtrs
11 PINNACLE ASSOCIATES LTD 286.0K -7.6K (-2.6%) 15.37M +2.2M (+17.0%) 1.71% -0.046 pp 0.20% +0.023 pp USD32.64 +64.7% 11 qtrs
12 HANDELSBANKEN FONDER AB 257.3K +125.8K (+95.6%) 13.83M +7.9M (+134.9%) 1.54% +0.753 pp 0.04% +0.023 pp USD49.15 +9.4% 2 qtrs
13 ACADIAN ASSET MANAGEMENT LLC 201.1K +37.0K (+22.5%) 10.81M +3.5M (+47.2%) 1.20% +0.221 pp 0.02% +0.005 pp USD43.18 +24.5% 11 qtrs
14 MORGAN STANLEY 189.6K +25.8K (+15.8%) 10.19M +2.9M (+39.1%) 1.14% +0.154 pp 0.00% +0.000 pp USD32.80 +63.9% 49 qtrs
15 GAMCO INVESTORS, INC. ET AL 175.1K +— (+0.0%) 9.41M +1.6M (+20.1%) 1.05% -0.001 pp 0.09% +0.014 pp USD24.29 +121.3% 27 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 172.7K -1.1K (-0.6%) 9.28M +1.5M (+19.4%) 1.03% -0.007 pp 0.00% +0.000 pp USD36.18 +48.6% 35 qtrs
17 JENNISON ASSOCIATES LLC 167.1K +167.1K (+100.0%) 8.98M +9.0M (+100.0%) 1.00% +1.001 pp 0.01% +0.005 pp USD53.75 +0.0% 1 qtrs NEW
18 NORTHERN TRUST CORP 159.2K +270.0 (+0.2%) 8.56M +1.4M (+20.3%) 0.95% +0.001 pp 0.00% +0.000 pp USD22.87 +135.0% 51 qtrs
19 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 155.4K -135.3K (-46.5%) 8.35M -4.7M (-35.8%) 0.93% -0.811 pp 0.00% -0.003 pp USD27.76 +93.6% 5 qtrs
20 TELEMARK ASSET MANAGEMENT, LLC 150.0K +150.0K (+100.0%) 8.06M +8.1M (+100.0%) 0.90% +0.899 pp 0.81% +0.805 pp USD53.75 +0.0% 1 qtrs NEW
21 HILLSDALE INVESTMENT MANAGEMENT INC. 143.9K -4.9K (-3.3%) 7.73M +1.1M (+16.2%) 0.86% -0.030 pp 0.21% +0.012 pp USD44.75 +20.1% 2 qtrs
22 MILLENNIUM MANAGEMENT LLC 137.5K +38.4K (+38.8%) 7.39M +3.0M (+66.7%) 0.82% +0.230 pp 0.00% +0.001 pp USD40.97 +31.2% 14 qtrs
23 RENAISSANCE TECHNOLOGIES LLC 127.0K -41.3K (-24.5%) 6.82M -703.2K (-9.3%) 0.76% -0.248 pp 0.01% +0.001 pp USD28.24 +90.3% 60 qtrs
24 SEIZERT CAPITAL PARTNERS, LLC 119.8K -15.0K (-11.2%) 6.44M +405.1K (+6.7%) 0.72% -0.091 pp 0.27% +0.011 pp USD22.30 +141.0% 4 qtrs
25 ZACKS INVESTMENT MANAGEMENT 104.2K -4.7K (-4.3%) 5.60M +728.3K (+14.9%) 0.62% -0.028 pp 0.04% +0.005 pp USD25.13 +113.9% 5 qtrs
26 SILVERCREST ASSET MANAGEMENT GROUP LLC 99.0K +99.0K (+100.0%) 5.32M +5.3M (+100.0%) 0.59% +0.593 pp 0.04% +0.037 pp USD53.75 +0.0% 1 qtrs NEW
27 DIAMOND HILL CAPITAL MANAGEMENT INC 90.8K -54.4K (-37.5%) 4.88M -1.6M (-24.9%) 0.54% -0.326 pp 0.03% -0.006 pp USD27.63 +94.5% 19 qtrs
28 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 89.5K +— (+0.0%) 4.81M +805.5K (+20.1%) 0.54% 0.000 pp 0.28% +0.049 pp USD21.90 +145.4% 36 qtrs
29 GOLDMAN SACHS GROUP INC 87.5K +18.2K (+26.3%) 4.70M +1.6M (+51.8%) 0.52% +0.109 pp 0.00% +0.000 pp USD35.35 +52.1% 13 qtrs
30 INVESCO LTD. 85.4K +1.1K (+1.3%) 4.59M +817.2K (+21.7%) 0.51% +0.006 pp 0.00% +0.000 pp USD39.59 +35.8% 32 qtrs
31 BANK OF NEW YORK MELLON CORP 85.0K -29.1K (-25.5%) 4.57M -538.2K (-10.5%) 0.51% -0.175 pp 0.00% 0.000 pp USD24.55 +118.9% 49 qtrs
32 GABELLI FUNDS LLC 68.4K -7.5K (-9.9%) 3.67M +279.8K (+8.2%) 0.41% -0.045 pp 0.02% +0.002 pp USD26.76 +100.9% 27 qtrs
33 UBS GROUP AG 65.4K -1.1K (-1.6%) 3.51M +541.0K (+18.2%) 0.39% -0.007 pp 0.00% +0.000 pp USD38.08 +41.2% 13 qtrs
34 NORTH STAR INVESTMENT MANAGEMENT CORP. 64.0K +— (+0.0%) 3.44M +575.7K (+20.1%) 0.38% 0.000 pp 0.22% +0.032 pp USD28.01 +91.9% 35 qtrs
35 PRUDENTIAL FINANCIAL INC 58.1K +42.5K (+272.1%) 3.12M +2.4M (+346.9%) 0.35% +0.254 pp 0.00% +0.003 pp USD49.76 +8.0% 5 qtrs
36 FISHER ASSET MANAGEMENT, LLC 50.1K +5.8K (+13.2%) 2.69M +712.0K (+36.0%) 0.30% +0.035 pp 0.00% +0.000 pp USD34.76 +54.6% 13 qtrs
37 AMERICAN CENTURY COMPANIES INC 49.6K +8.4K (+20.5%) 2.67M +824.4K (+44.7%) 0.30% +0.051 pp 0.00% +0.000 pp USD35.67 +50.7% 8 qtrs
38 BRIDGEWATER ASSOCIATES, LP 48.4K +12.8K (+36.1%) 2.60M +1.0M (+63.4%) 0.29% +0.077 pp 0.01% +0.003 pp USD47.14 +14.0% 2 qtrs
39 46.8K -20.4K (-30.4%) 2.52M -491.7K (-16.4%) 0.28% -0.122 pp 1.75% -0.109 pp USD44.75 +20.1% 2 qtrs
40 BNP PARIBAS ARBITRAGE, SNC 46.7K -7.4K (-13.7%) 2.51M +88.9K (+3.7%) 0.28% -0.045 pp 0.00% 0.000 pp USD28.54 +88.3% 43 qtrs
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 46.5K -6.3K (-11.9%) 2.50M +137.7K (+5.8%) 0.28% -0.038 pp 0.00% +0.000 pp USD31.17 +72.4% 5 qtrs
42 PANAGORA ASSET MANAGEMENT INC 46.2K +7.2K (+18.5%) 2.48M +738.3K (+42.4%) 0.28% +0.043 pp 0.01% +0.002 pp USD38.13 +41.0% 4 qtrs
43 GLOBEFLEX CAPITAL L P 41.8K +14.0K (+50.4%) 2.25M +1.0M (+80.6%) 0.25% +0.084 pp 0.34% +0.153 pp USD40.91 +31.4% 5 qtrs
44 HOWE & RUSLING INC 41.6K -16.0K (-27.8%) 2.24M -341.3K (-13.2%) 0.25% -0.096 pp 0.15% -0.029 pp USD34.43 +56.1% 8 qtrs
45 LISANTI CAPITAL GROWTH, LLC 41.4K +41.4K (+100.0%) 2.22M +2.2M (+100.0%) 0.25% +0.248 pp 0.53% +0.527 pp USD53.75 +0.0% 1 qtrs NEW
46 BARCLAYS PLC 40.9K -4.5K (-9.9%) 2.20M +1.3M (+155.1%) 0.24% -0.027 pp 0.00% +0.000 pp USD32.44 +65.7% 43 qtrs
47 FRANKLIN RESOURCES INC 40.3K +2.0K (+5.1%) 2.16M +441.6K (+25.6%) 0.24% +0.012 pp 0.00% +0.000 pp USD29.26 +83.7% 8 qtrs
48 HERALD INVESTMENT MANAGEMENT LTD 40.0K +40.0K (+100.0%) 2.14M +2.1M (+100.0%) 0.24% +0.240 pp 0.28% +0.280 pp USD53.75 +0.0% 1 qtrs NEW
49 EDGEWOOD MANAGEMENT LLC 38.8K +— (+0.0%) 2.09M +349.2K (+20.1%) 0.23% 0.000 pp 0.01% +0.004 pp USD44.75 +20.1% 2 qtrs
50 INTEGRATED QUANTITATIVE INVESTMENTS LLC 37.2K +29.5K (+379.0%) 2.00M +1.7M (+475.4%) 0.22% +0.176 pp 0.43% +0.331 pp USD51.87 +3.6% 5 qtrs
51 SQUAREPOINT OPS LLC 35.8K +12.0K (+50.7%) 1.92M +861.1K (+81.0%) 0.21% +0.072 pp 0.00% +0.001 pp USD45.44 +18.3% 3 qtrs
52 BANK OF AMERICA CORP /DE/ 32.3K +5.7K (+21.6%) 1.74M +547.5K (+46.0%) 0.19% +0.034 pp 0.00% +0.000 pp USD36.51 +47.2% 44 qtrs
53 RUSSELL INVESTMENTS GROUP, LTD. 30.3K -6.4K (-17.4%) 1.63M -13.0K (-0.8%) 0.18% -0.038 pp 0.00% 0.000 pp USD29.76 +80.6% 37 qtrs
54 LAZARD ASSET MANAGEMENT LLC 30.3K +30.3K (+100.0%) 1.63M +1.6M (+100.0%) 0.18% +0.182 pp 0.00% +0.003 pp USD53.75 +0.0% 51 qtrs
55 SEI INVESTMENTS CO 29.5K +29.5K (+100.0%) 1.59M +1.6M (+100.0%) 0.18% +0.177 pp 0.00% +0.002 pp USD53.75 +0.0% 1 qtrs NEW
56 NUVEEN, LLC 29.1K +— (+0.0%) 1.56M +261.5K (+20.1%) 0.17% 0.000 pp 0.00% +0.000 pp USD21.98 +144.5% 4 qtrs
57 AQR CAPITAL MANAGEMENT LLC 28.9K +5.5K (+23.7%) 1.55M +507.8K (+48.6%) 0.17% +0.033 pp 0.00% +0.000 pp USD32.33 +66.3% 10 qtrs
58 HSBC HOLDINGS PLC 28.4K -142.0 (-0.5%) 1.52M +259.6K (+20.5%) 0.17% -0.001 pp 0.00% +0.000 pp USD31.97 +68.1% 11 qtrs
59 TWO SIGMA INVESTMENTS, LP 28.3K -33.5K (-54.2%) 1.52M -1.2M (-45.0%) 0.17% -0.201 pp 0.00% -0.002 pp USD41.59 +29.2% 12 qtrs
60 EAM INVESTORS, LLC 27.5K -4.3K (-13.6%) 1.48M +53.8K (+3.8%) 0.16% -0.026 pp 0.16% +0.001 pp USD37.67 +42.7% 3 qtrs
61 ENVESTNET ASSET MANAGEMENT INC 27.3K -2.1K (-7.2%) 1.47M +151.0K (+11.5%) 0.16% -0.013 pp 0.00% +0.000 pp USD27.52 +95.3% 9 qtrs
62 CREATIVE PLANNING 26.9K +242.0 (+0.9%) 1.45M +253.2K (+21.2%) 0.16% +0.001 pp 0.00% +0.000 pp USD33.50 +60.4% 6 qtrs
63 SWISS NATIONAL BANK 26.7K +26.7K (+100.0%) 1.44M +1.4M (+100.0%) 0.16% +0.160 pp 0.00% +0.001 pp USD53.75 +0.0% 1 qtrs NEW
64 MARTINGALE ASSET MANAGEMENT L P 26.5K +12.4K (+88.2%) 1.43M +795.4K (+126.0%) 0.16% +0.075 pp 0.04% +0.020 pp USD36.94 +45.5% 7 qtrs
65 NKCFO LLC 25.0K +2.0K (+8.7%) 1.34M +315.0K (+30.6%) 0.15% +0.012 pp 0.39% +0.079 pp USD36.32 +48.0% 5 qtrs
66 LEGATO CAPITAL MANAGEMENT LLC 24.0K +24.0K (+100.0%) 1.29M +1.3M (+100.0%) 0.14% +0.144 pp 0.11% +0.111 pp USD53.75 +0.0% 1 qtrs NEW
67 INSPIRE INVESTING, LLC 23.1K +23.1K (+100.0%) 1.24M +1.2M (+100.0%) 0.14% +0.139 pp 0.11% +0.112 pp USD53.75 +0.0% 1 qtrs NEW
68 ROUND ROCK ADVISORS, LLC 22.2K +7.3K (+48.7%) 1.19M +360.2K (+43.3%) 0.13% +0.044 pp 0.18% +0.047 pp USD47.70 +12.7% 2 qtrs
69 CITADEL ADVISORS LLC 21.9K -1.1K (-4.8%) 1.18M +147.9K (+14.4%) 0.13% -0.007 pp 0.00% +0.000 pp USD44.75 +20.1% 2 qtrs
70 PRINCIPAL FINANCIAL GROUP INC 20.8K +6.4K (+44.2%) 1.12M +473.1K (+73.2%) 0.12% +0.038 pp 0.00% +0.000 pp USD47.51 +13.1% 2 qtrs
71 STATE OF WISCONSIN INVESTMENT BOARD 19.9K +5.8K (+41.1%) 1.07M +438.4K (+69.5%) 0.12% +0.035 pp 0.00% +0.001 pp USD47.37 +13.5% 2 qtrs
72 RHUMBLINE ADVISERS 19.1K -2.8K (-12.8%) 1.03M +46.0K (+4.7%) 0.11% -0.017 pp 0.00% +0.000 pp USD27.87 +92.9% 32 qtrs
73 WELLS FARGO & COMPANY/MN 19.0K +6.7K (+54.1%) 1.02M +468.8K (+85.1%) 0.11% +0.040 pp 0.00% +0.000 pp USD40.60 +32.4% 52 qtrs
74 ELLSWORTH ADVISORS, LLC 15.6K +15.6K (+100.0%) 967.0K +967.0K (+100.0%) 0.09% +0.094 pp 0.19% +0.191 pp USD53.75 +0.0% 1 qtrs NEW
75 PEAK6 LLC 17.9K +— (+0.0%) 962.1K +161.1K (+20.1%) 0.11% 0.000 pp 0.00% +0.001 pp USD44.75 +20.1% 2 qtrs
76 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17.7K +11.1K (+168.2%) 949.6K +654.8K (+222.1%) 0.11% +0.066 pp 0.01% +0.004 pp USD50.39 +6.7% 2 qtrs
77 DEUTSCHE BANK AG\ 16.5K +803.0 (+5.1%) 884.3K +184.0K (+26.3%) 0.10% +0.005 pp 0.00% +0.000 pp USD26.68 +101.5% 47 qtrs
78 ROYAL BANK OF CANADA 15.9K -5.2K (-24.5%) 857.0K -88.0K (-9.3%) 0.10% -0.031 pp 0.00% +0.000 pp USD28.67 +87.5% 51 qtrs
79 EMPOWERED FUNDS, LLC 15.2K -41.7K (-73.3%) 815.4K -1.7M (-67.9%) 0.09% -0.250 pp 0.01% -0.019 pp USD23.60 +127.8% 6 qtrs
80 BRIDGEWAY CAPITAL MANAGEMENT, LLC 15.2K -41.7K (-73.3%) 815.4K -1.7M (-67.9%) 0.09% -0.250 pp 0.02% -0.037 pp USD23.60 +127.8% 6 qtrs
81 ENGINEERS GATE MANAGER LP 14.9K +644.0 (+4.5%) 802.9K +163.3K (+25.5%) 0.09% +0.004 pp 0.01% +0.002 pp USD33.10 +62.4% 19 qtrs
82 ALLIANCEBERNSTEIN L.P. 13.7K +— (+0.0%) 736.7K +123.4K (+20.1%) 0.08% +0.000 pp 0.00% +0.000 pp USD29.80 +80.4% 7 qtrs
83 JANE STREET GROUP, LLC 13.1K +5.7K (+77.0%) 704.1K +373.0K (+112.6%) 0.08% +0.034 pp 0.00% +0.000 pp USD48.67 +10.4% 2 qtrs
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 13.1K +12.2K (+1,354.7%) 702.1K +662.0K (+1,647.2%) 0.08% +0.073 pp 0.00% +0.001 pp USD52.06 +3.2% 43 qtrs
85 VOYA INVESTMENT MANAGEMENT LLC 12.8K +163.0 (+1.3%) 687.5K +122.4K (+21.7%) 0.08% +0.001 pp 0.00% +0.000 pp USD24.08 +123.2% 5 qtrs
86 STRS OHIO 12.1K -1.7K (-12.3%) 650.4K +32.8K (+5.3%) 0.07% -0.010 pp 0.00% +0.000 pp USD43.77 +22.8% 3 qtrs
87 HANCOCK WHITNEY CORP 12.0K +— (+0.0%) 646.6K +108.3K (+20.1%) 0.07% +0.000 pp 0.01% +0.002 pp USD24.42 +120.1% 5 qtrs
88 RITHOLTZ WEALTH MANAGEMENT 10.9K +10.9K (+100.0%) 585.0K +585.0K (+100.0%) 0.07% +0.065 pp 0.01% +0.011 pp USD53.75 +0.0% 1 qtrs NEW
89 QUANTINNO CAPITAL MANAGEMENT LP 10.6K +1.0K (+10.9%) 570.4K +142.0K (+33.1%) 0.06% +0.006 pp 0.00% +0.000 pp USD38.68 +39.0% 3 qtrs
90 WHITE PINE CAPITAL LLC 10.4K -235.0 (-2.2%) 556.6K +82.7K (+17.4%) 0.06% -0.001 pp 0.15% +0.017 pp USD24.44 +119.9% 39 qtrs
91 RAYMOND JAMES FINANCIAL INC 10.1K -170.0 (-1.7%) 544.2K +83.5K (+18.1%) 0.06% -0.001 pp 0.00% +0.000 pp USD24.28 +121.4% 5 qtrs
92 LEGAL & GENERAL GROUP PLC 9.9K +8.6K (+647.0%) 532.4K +473.1K (+797.2%) 0.06% +0.051 pp 0.00% +0.000 pp USD51.34 +4.7% 39 qtrs
93 TREXQUANT INVESTMENT LP 9.7K -7.5K (-43.7%) 520.6K -248.7K (-32.3%) 0.06% -0.045 pp 0.00% -0.003 pp USD44.75 +20.1% 2 qtrs
94 ATRIA INVESTMENTS, INC 9.6K -825.0 (-7.9%) 516.1K +49.5K (+10.6%) 0.06% -0.005 pp 0.01% +0.001 pp USD21.98 +144.5% 4 qtrs
95 WINTON GROUP LTD 9.5K +9.5K (+100.0%) 512.6K +512.6K (+100.0%) 0.06% +0.057 pp 0.02% +0.018 pp USD53.75 +0.0% 1 qtrs NEW
96 KINGSVIEW WEALTH MANAGEMENT, LLC 9.0K +9.0K (+100.0%) 483.4K +483.4K (+100.0%) 0.05% +0.054 pp 0.01% +0.007 pp USD53.75 +0.0% 1 qtrs NEW
97 PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC 8.8K +8.8K (+100.0%) 474.7K +474.7K (+100.0%) 0.05% +0.053 pp 0.03% +0.033 pp USD53.75 +0.0% 1 qtrs NEW
98 PRICE T ROWE ASSOCIATES INC /MD/ 8.4K +519.0 (+6.5%) 454.0K +99.0K (+27.9%) 0.05% +0.003 pp 0.00% +0.000 pp USD37.89 +41.9% 3 qtrs
99 MAN GROUP PLC 8.4K -10.8K (-56.1%) 453.4K -406.4K (-47.3%) 0.05% -0.065 pp 0.00% -0.001 pp USD30.71 +75.0% 8 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 103 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 KraneShares Global Humanoid Robotics and Embodied Intelligence Index ETF KOID 2.07% 5.64M 0.79%
2 Roundhill Investments - Roundhill Humanoid Robotics ETF HUMN 1.58% 1.40M 0.75%
3 Invesco Dorsey Wright Industrials Momentum ETF PRN 1.46% 6.47M 0.69%
4 Zacks Small/Mid Cap ETF SMIZ 1.12% 1.71M 0.56%
5 iShares US Small Cap Value Factor ETF SVAL 0.52% 1.03M 0.20%
6 Invesco Dorsey Wright SmallCap Momentum ETF DWAS 0.45% 2.10M 0.60%
7 Even Herd Long Short ETF EHLS 0.41% 246.3K 2.62%
8 iShares Micro-Cap ETF IWC 0.30% 4.52M 0.60%
9 KraneShares Man Buyout Beta Index ETF BUYO 0.28% 45.6K 0.89%
10 State Street SPDR S&P Kensho New Economies Composite ETF KOMP 0.23% 6.35M 0.20%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
6
Shares acquired
Shares disposed
30.0K
Cash buys
Cash sales
Net activity
-30,023
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-01 Warzala Stephen Officer F-InKind D Common Stock 1,544 61.82 95.5K 34,484 D
2026-04-01 WARZALA RICHARD S Director / Officer F-InKind D Common Stock 22,956 61.82 1.42M 1,569,106 D
2026-04-01 Pirthauer Helmut Officer F-InKind D Common Stock 1,055 61.82 65.2K 44,998 D
2026-04-01 Michaud James A Officer F-InKind D Common Stock 947 61.82 58.5K 13,963 D
2026-04-01 May Kenneth Arthur Officer F-InKind D Common Stock 1,331 61.82 82.3K 18,124 D
2026-04-01 Bendre Ashish Officer F-InKind D Common Stock 2,190 61.82 135.4K 18,008 D
2026-03-27 Bendre Ashish Officer S-Sale D Common Stock 6,000 63.00 378.0K 20,198 D
2026-03-05 Winter Michael R Director A-Award A Common Stock 374 62.07 23.2K 39,341 D
2026-03-05 Warzala Stephen Officer A-Award A Common Stock 1,664 62.07 103.3K 34,494 D
2026-03-05 WARZALA RICHARD S Director / Officer A-Award A Common Stock 15,709 62.07 975.1K 1,588,445 D
2026-03-05 Tzetzo Nicole R Director A-Award A Common Stock 374 62.07 23.2K 14,232 D
2026-03-05 Pirthauer Helmut Officer A-Award A Common Stock 1,552 62.07 96.3K 46,053 D
2026-03-05 Michaud James A Officer A-Award A Common Stock 2,055 62.07 127.6K 14,345 D
2026-03-05 May Kenneth Arthur Officer A-Award A Common Stock 1,048 62.07 65.0K 18,332 D
2026-03-05 Finch Steven C. Director A-Award A Common Stock 374 62.07 23.2K 13,005 D
2026-03-05 Federico Richard D Director A-Award A Common Stock 433 62.07 26.9K 76,563 D
2026-03-05 Engel Robert B Director A-Award A Common Stock 374 62.07 23.2K 32,237 D
2026-03-05 Bendre Ashish Officer A-Award A Common Stock 1,002 62.07 62.2K 26,198 D
2025-12-30 Warzala Stephen Officer F-InKind D Common Stock 361 53.94 19.5K 32,830 D
2025-12-30 WARZALA RICHARD S Director / Officer F-InKind D Common Stock 3,935 53.94 212.3K 1,553,886 D
2025-12-30 May Kenneth Arthur Officer F-InKind D Common Stock 181 53.94 9.8K 17,284 D
2025-12-23 Winter Michael R Director S-Sale D Common Stock 847 55.56 47.1K 38,967 D
2025-12-09 Engel Robert B Director G-Gift D Common Stock 4,500 0.00 31,863 D
2025-11-26 WARZALA RICHARD S Director / Officer G-Gift D Common Stock 3,000 0.00 1,557,821 D
2025-11-25 Bendre Ashish Officer S-Sale D Common Stock 16,000 52.25 836.0K 23,166 D
2025-11-05 Winter Michael R Director A-Award A Common Stock 443 53.51 23.7K 39,814 D
2025-11-05 Tzetzo Nicole R Director A-Award A Common Stock 443 53.51 23.7K 13,858 D
2025-11-05 Finch Steven C. Director A-Award A Common Stock 443 53.51 23.7K 12,631 D
2025-11-05 Federico Richard D Director A-Award A Common Stock 513 53.51 27.5K 76,130 D
2025-11-05 Engel Robert B Director A-Award A Common Stock 443 53.51 23.7K 36,363 D
2025-09-01 May Kenneth Arthur Officer F-InKind D Common Stock 207 45.38 9.4K 17,465 D
2025-08-07 Michaud James A Officer F-InKind D Common Stock 1,399 42.29 59.2K 9,551 D
2025-08-06 Winter Michael R Director A-Award A Common Stock 597 39.79 23.8K 39,371 D
2025-08-06 Tzetzo Nicole R Director A-Award A Common Stock 597 39.79 23.8K 13,415 D
2025-08-06 Finch Steven C. Director A-Award A Common Stock 597 39.79 23.8K 12,188 D
2025-08-06 Federico Richard D Director A-Award A Common Stock 692 39.79 27.5K 75,617 D
2025-08-06 Engel Robert B Director A-Award A Common Stock 597 39.79 23.8K 35,920 D
2025-05-13 Rondeau Geoffery Officer S-Sale D Common Stock 7,500 30.71 230.3K 7,272 D
2025-05-07 Winter Michael R Director A-Award A Common Stock 1,087 21.85 23.8K 38,774 D
2025-05-07 Tzetzo Nicole R Director A-Award A Common Stock 1,087 21.85 23.8K 12,818 D
2025-05-07 Finch Steven C. Director A-Award A Common Stock 1,087 21.85 23.8K 11,591 D
2025-05-07 Federico Richard D Director A-Award A Common Stock 1,087 21.85 23.8K 74,925 D
2025-05-07 Engel Robert B Director A-Award A Common Stock 1,087 21.85 23.8K 35,323 D
2025-04-01 Warzala Stephen Officer F-InKind D Common Stock 1,872 22.00 41.2K 33,191 D
2025-04-01 WARZALA RICHARD S Director / Officer F-InKind D Common Stock 25,820 22.00 568.0K 1,560,783 D
2025-04-01 Rondeau Geoffery Officer F-InKind D Common Stock 765 22.00 16.8K 14,772 D
2025-04-01 Pirthauer Helmut Officer F-InKind D Common Stock 897 22.00 19.7K 44,501 D
2025-04-01 May Kenneth Arthur Officer F-InKind D Common Stock 1,455 22.00 32.0K 17,672 D
2025-04-01 Bendre Ashish Officer F-InKind D Common Stock 1,650 22.00 36.3K 39,166 D
2025-03-07 WARZALA RICHARD S Director / Officer F-InKind D Common Stock 2,697 23.36 63.0K 1,598,196 D
2025-03-05 Winter Michael R Director A-Award A Common Stock 953 23.22 22.1K 37,687 D
2025-03-05 Warzala Stephen Officer A-Award A Common Stock 2,233 23.74 53.0K 33,862 D
2025-03-05 WARZALA RICHARD S Director / Officer D-Return D Common Stock 11,593 0.00 1,586,603 D
2025-03-05 Tzetzo Nicole R Director A-Award A Common Stock 953 23.22 22.1K 11,731 D
2025-03-05 Rondeau Geoffery Officer D-Return D Common Stock 601 0.00 15,537 D
2025-03-05 Pirthauer Helmut Officer A-Award A Common Stock 3,158 23.74 75.0K 45,398 D
2025-03-05 Michaud James A Officer A-Award A Common Stock 3,649 23.74 86.6K 7,301 D
2025-03-05 May Kenneth Arthur Officer D-Return D Common Stock 926 0.00 19,126 D
2025-03-05 Finch Steven C. Director A-Award A Common Stock 953 23.22 22.1K 10,504 D
2025-03-05 Federico Richard D Director A-Award A Common Stock 953 23.22 22.1K 73,838 D
2025-03-05 Engel Robert B Director A-Award A Common Stock 953 23.22 22.1K 34,236 D
2025-03-05 Bendre Ashish Officer A-Award A Common Stock 1,000 23.74 23.7K 40,816 D
2024-12-30 Warzala Stephen Officer A-Award A Common Stock 3,000 0.00 31,629 D
2024-12-30 WARZALA RICHARD S Director / Officer F-InKind D Common Stock 3,935 24.01 94.5K 1,554,135 D
2024-12-30 May Kenneth Arthur Officer A-Award A Common Stock 1,500 0.00 16,366 D
2024-12-10 Warzala Stephen Officer Common Stock 0 0.00 110,000 I
2024-11-12 Tzetzo Nicole R Director P-Purchase A Common Stock 427 23.38 10.0K 10,778 D
2024-11-06 Winter Michael R Director A-Award A Common Stock 1,178 18.78 22.1K 36,734 D
2024-11-06 Tzetzo Nicole R Director A-Award A Common Stock 1,178 18.78 22.1K 10,351 D
2024-11-06 Finch Steven C. Director A-Award A Common Stock 1,178 18.78 22.1K 9,551 D
2024-11-06 Federico Richard D Director A-Award A Common Stock 1,178 18.78 22.1K 72,885 D
2024-11-06 Engel Robert B Director A-Award A Common Stock 1,178 18.78 22.1K 33,283 D
2024-09-01 May Kenneth Arthur Officer F-InKind D Common Stock 181 21.24 3.8K 14,866
2024-08-07 Winter Michael R Director A-Award A Common Stock 905 23.86 21.6K 35,556
2024-08-07 Tzetzo Nicole R Director A-Award A Common Stock 905 23.86 21.6K 9,173
2024-08-07 Michaud James A Officer A-Award A Common Stock 3,652 23.86 87.1K 3,652
2024-08-07 Finch Steven C. Director A-Award A Common Stock 905 23.86 21.6K 8,373
2024-08-07 Federico Richard D Director A-Award A Common Stock 905 23.86 21.6K 71,707
2024-08-07 Engel Robert B Director A-Award A Common Stock 905 23.86 21.6K 32,105
2024-06-14 Tzetzo Nicole R Director P-Purchase A Common Stock 124 25.22 3.1K 300
2024-06-13 Tzetzo Nicole R Director P-Purchase A Common Stock 176 25.37 4.5K 176
2024-06-03 Michaud James A Officer 0 0.00 0
2024-05-08 Winter Michael R Director A-Award A Common Stock 705 31.20 22.0K 34,651
2024-05-08 Tzetzo Nicole R Director A-Award A Common Stock 705 31.20 22.0K 8,268
2024-05-08 Finch Steven C. Director A-Award A Common Stock 705 31.20 22.0K 7,468
2024-05-08 Federico Richard D Director A-Award A Common Stock 705 31.20 22.0K 70,802
2024-05-08 Engel Robert B Director A-Award A Common Stock 705 31.20 22.0K 31,200
2024-04-01 WARZALA RICHARD S Director / Officer F-InKind D Common Stock 25,214 34.43 868.1K 1,558,070
2024-04-01 Rondeau Geoffery Officer F-InKind D Common Stock 708 34.43 24.4K 13,820
2024-04-01 Pirthauer Helmut Officer F-InKind D Common Stock 867 34.43 29.9K 42,240
2024-04-01 May Kenneth Arthur Officer F-InKind D Common Stock 818 34.43 28.2K 15,047
2024-04-01 Leach Michael R Officer F-InKind D Common Stock 3,448 34.43 118.7K 78,641
2024-04-01 Bendre Ashish Officer F-InKind D Common Stock 748 34.43 25.8K 35,602
2024-03-18 Leach Michael R Officer S-Sale D Common Stock 5,000 32.87 164.4K 82,089
2024-03-13 Leach Michael R Officer S-Sale D Common Stock 5,000 32.99 165.0K 87,089
2024-03-08 Leach Michael R Officer S-Sale D Common Stock 5,000 34.25 171.2K 92,089
2024-03-08 Bendre Ashish Officer S-Sale D Common Stock 20,382 33.89 690.8K 36,350
2024-03-07 WARZALA RICHARD S Director / Officer F-InKind D Common Stock 2,615 33.55 87.7K 1,583,284
2024-03-07 Leach Michael R Officer F-InKind D Common Stock 328 33.55 11.0K 97,089
2024-03-05 WARZALA RICHARD S Director / Officer A-Award A Common Stock 35,744 30.00 1.07M 1,585,899
2024-03-05 Rondeau Geoffery Officer A-Award A Common Stock 917 30.00 27.5K 13,189
2024-03-05 Pirthauer Helmut Officer A-Award A Common Stock 2,346 30.00 70.4K 43,107
2024-03-05 May Kenneth Arthur Officer A-Award A Common Stock 1,412 30.00 42.4K 12,474
2024-03-05 Leach Michael R Officer A-Award A Common Stock 3,209 30.00 96.3K 90,995
2024-03-05 Bendre Ashish Officer A-Award A Common Stock 1,260 30.00 37.8K 49,800

Executive team

Top executives
EBIT / Employee
19.0K
Shares Outstanding
17.02M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Richard S. Warzala President and Chief Executive Officer 740.0K 1.11M 1.62M 65.6K 3.53M 31.44%
2 2025 James A. Michaud Senior Vice President and Chief Financial Officer 385.0K 173.3K 337.2K 31.3K 926.8K 18.69%
3 2025 Ashish R. Bendre Vice President and Group President 400.0K 123.8K 184.4K 35.7K 743.8K 16.64%
4 2025 Helmut D. Pirthauer Vice President and Group President 367.0K 75.0K 274.5K 14.6K 731.1K 10.25%
5 2025 Stephen R. Warzala Vice President, Chief Growth Officer and Group President 265.0K 106.0K 160.1K 22.0K 553.2K 19.17%
6 2024 Richard S. Warzala President and Chief Executive Officer 707.2K 2.13M 67.3K 2.91M 73.36%
7 2024 Ashish R. Bendre Vice President and Group President 378.0K 245.8K 117.1K 53.2K 794.0K 30.95%
8 2024 Michael R. Leach Former Senior Vice President and Chief Financial Officer 160.4K 385.2K 50.5K 596.1K 64.62%
9 2024 Helmut D. Pirthauer Vice President and Group President 351.7K 70.4K 142.1K 13.9K 578.1K 12.17%
10 2024 Stephen R. Warzala Group President and Chief Growth Officer 236.0K 247.6K 17.6K 501.3K 49.40%
11 2024 Stephen R. Warzala Vice President, Chief Growth Officer and Group President 236.0K 247.6K 17.6K 501.3K 49.40%
12 2024 James A. Michaud Senior Vice President and Chief Financial Officer 218.8K 87.1K 25.3K 321.2K 27.13%
13 2023 Richard S. Warzala President and Chief Executive Officer 675.0K 2.02M 1.56M 113.2K 4.37M 46.19%
14 2023 Michael R. Leach Senior Vice President and Chief Financial Officer 381.7K 381.5K 351.5K 34.1K 1.15M 33.21%
15 2023 Michael R. Leach Former Senior Vice President and Chief Financial Officer 381.7K 381.5K 351.5K 34.1K 1.15M 33.21%
16 2023 Robert P. Maida Former Senior Vice President and Group President 289.6K 307.9K 31.7K 629.2K 48.94%
17 2023 Ashish R. Bendre Vice President and Group President 378.0K 88.3K 94.0K 51.2K 611.5K 14.44%
18 2023 Helmut D. Pirthauer Vice President and Group President 351.5K 69.0K 139.7K 11.7K 571.9K 12.07%
19 2023 Kenneth A. May Chief Technology Officer 222.5K 141.2K 92.2K 22.7K 478.7K 29.51%
20 2022 Richard S. Warzala President and Chief Executive Officer 639.4K 2.69M 1.24M 98.8K 4.66M 57.65%
21 2022 Michael R. Leach Senior Vice President and Chief Financial Officer 362.8K 401.2K 280.7K 33.2K 1.08M 37.22%
22 2022 Michael R. Leach Former Senior Vice President and Chief Financial Officer 362.8K 401.2K 280.7K 33.2K 1.08M 37.22%
23 2022 Robert P. Maida Former Senior Vice President and Group President 332.7K 336.8K 240.1K 36.5K 946.1K 35.60%
24 2022 Robert P. Maida Senior Vice President and Group President 332.7K 336.8K 240.1K 36.5K 946.1K 35.60%
25 2022 Ashish R. Bendre Vice President and Group President 378.0K 77.2K 105.0K 49.2K 609.5K 12.67%
26 2022 Helmut D. Pirthauer Vice President and Group President 321.4K 69.3K 127.7K 11.4K 529.9K 13.08%
27 2021 Richard S. Warzala President and Chief Executive Officer 584.6K 1.65M 1.57M 100.3K 3.91M 42.18%
28 2021 Michael R. Leach Senior Vice President and Chief Financial Officer 350.8K 283.8K 377.8K 30.2K 1.04M 27.22%
29 2021 Robert P. Maida Senior Vice President and Group President 320.3K 246.2K 303.8K 29.7K 899.9K 27.36%
30 2021 Robert P. Maida Former Senior Vice President and Group President 320.3K 246.2K 303.8K 29.7K 899.9K 27.36%
31 2021 Ashish R. Bendre Vice President and Group President 378.0K 74.4K 105.0K 48.5K 605.9K 12.28%
32 2021 Helmut D. Pirthauer Vice President and Group President 331.4K 67.9K 156.3K 12.8K 568.3K 11.94%
33 2020 Richard S. Warzala President and Chief Executive Officer 570.8K 2.43M 373.3K 51.8K 3.43M 70.93%
34 2020 Michael R. Leach Senior Vice President and Chief Financial Officer 340.0K 488.6K 148.2K 17.2K 994.0K 49.15%
35 2020 Robert P. Maida Senior Vice President and Group President 308.3K 413.3K 111.1K 17.2K 850.0K 48.63%
36 2020 Ashish R. Bendre Vice President and Group President 391.0K 117.1K 36.1K 28.1K 572.3K 20.46%
37 2020 Helmut D. Pirthauer Vice President and Group President 285.4K 135.8K 124.5K 12.3K 558.0K 24.34%
38 2019 Richard S. Warzala President and Chief Executive Officer 544.6K 2.35M 1.34M 43.9K 4.28M 54.95%
39 2019 Michael R. Leach Chief Financial Officer 310.0K 340.4K 302.6K 19.4K 972.5K 35.01%
40 2019 Michael R. Leach Senior Vice President and Chief Financial Officer 310.0K 340.4K 302.6K 19.4K 972.5K 35.01%
41 2019 Robert P. Maida Vice President of Operational Excellence 270.0K 312.3K 263.5K 19.4K 865.3K 36.09%
42 2019 Robert P. Maida Senior Vice President and Group President 270.0K 312.3K 263.5K 19.4K 865.3K 36.09%
43 2018 Richard S. Warzala President and Chief Executive Officer 514.2K 514.2K 1.32M 43.8K 2.39M 21.52%
44 2018 Michael R. Leach Chief Financial Officer 283.5K 114.0K 253.2K 19.3K 670.0K 17.02%
45 2018 Michael R. Leach Senior Vice President and Chief Financial Officer 283.5K 114.0K 253.2K 19.3K 670.0K 17.02%
46 2018 Robert P. Maida Vice President of Operational Excellence 242.0K 180.9K 216.1K 19.3K 658.3K 27.48%
47 2018 Robert P. Maida Senior Vice President and Group President 242.0K 180.9K 216.1K 19.3K 658.3K 27.48%
48 2018 Kenneth R. Wyman Vice President of Marketing 169.3K 20.6K 75.6K 13.3K 278.8K 7.37%
49 2017 Richard S. Warzala President and Chief Executive Officer 496.1K 497.5K 606.3K 207.6K 1.81M 27.52%
50 2017 Michael R. Leach Chief Financial Officer 274.7K 110.4K 81.5K 19.0K 485.6K 22.74%
51 2017 Robert P. Maida Vice President of Operational Excellence 224.4K 90.8K 67.0K 19.0K 401.1K 22.63%
52 2017 Kenneth R. Wyman Vice President of Marketing 165.5K 16.5K 24.7K 13.1K 219.8K 7.52%
53 2016 Richard S. Warzala President and Chief Executive Officer 468.3K 877.6K 416.1K 206.9K 1.99M 44.16%
54 2016 Michael R. Leach Chief Financial Officer 266.7K 242.0K 72.9K 16.5K 598.0K 40.47%
55 2016 Robert P. Maida Vice President of Operational Excellence 210.3K 91.1K 70.5K 16.7K 388.4K 23.46%
56 2016 Kenneth R. Wyman Vice President of Marketing 162.5K 16.5K 22.8K 14.7K 216.5K 7.60%
57 2015 Richard S. Warzala President and Chief Executive Officer 468.3K 1.05M 1.01M 210.2K 2.73M 38.25%
58 2015 Robert P. Maida Vice President of Operational Excellence 202.5K 108.4K 133.9K 17.9K 462.8K 23.42%
59 2015 Kenneth R. Wyman Vice President of Marketing 159.3K 16.5K 52.7K 14.6K 243.1K 6.80%
60 2015 Michael R. Leach Chief Financial Officer 113.3K 39.1K 51.6K 204.0K 19.16%
61 2014 Richard S. Warzala President and Chief Executive Officer 430.8K 936.2K 1.08M 217.1K 2.67M 35.09%
62 2014 Robert P. Maida Vice President of Operational Excellence 187.5K 45.6K 162.3K 22.8K 418.3K 10.91%
63 2014 Kenneth R. Wyman Vice President of Marketing 155.5K 26.8K 60.4K 17.9K 260.6K 10.29%
64 2013 Richard S. Warzala President and Chief Executive Officer 406.0K 2.26M 240.3K 203.1K 3.11M 72.72%
65 2013 Robert P. Maida Vice President of Operational Excellence 175.0K 274.3K 63.7K 9.6K 522.6K 52.48%
66 2013 Kenneth R. Wyman Vice President of Marketing 152.5K 35.2K 34.7K 11.0K 233.4K 15.06%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-26 DEFA14A
2026-03-26 DEF 14A
2025-03-26 DEFA14A
2025-03-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 SC 13G/A
2026-05-06 10-Q
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-03-30 S-8 POS
2026-03-30 S-8 POS

Executive team

NameTitleCompensationGender
Richard S. Warzala Chairman, Chief Executive Officer & President 2M male
James A. Michaud Senior Vice President & Chief Financial Officer 753.6K male
Helmut D. Pirthauer Vice President & Group President of Allied Dynamos Group 656.1K male
Ashish A. Bendre Vice President & Group President of Allied Orion Group 620.0K male
Ashish R. Bendre Vice President & Group President of Allied Orion Group 620.0K male
Stephen R. Warzala Chief Growth Officer, Corporate Vice President & President of Allient Defense 447.1K male
Kenneth A. May Vice President & Chief Technology Officer 337.4K male
Nicholas Hoffman Secretary
Alex Collichio General Counsel & Chief Administrative Officer male
Rob Mastromattei Chief Commercial Officer & Group President
Robert Mastromattei Chief Commercial Officer & Group President male
Jackson Trostle Corporate Controller
ESG Rating
B
HARDWARE, EQUIPMENT & PARTS
2026
E (Environmental)
78.5 / 65.4
Company / Sector avg.
S (Social)
64.4 / 65.1
Company / Sector avg.
G (Governance)
71.6 / 67.7
Company / Sector avg.
ESG Total
71.5 / 66.1
Company / Sector avg.
ESG Score History HARDWARE, EQUIPMENT & PARTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits