Subscribe

Apple Hospitality REIT, Inc. (APLE)

USD16.47 +0.10 (+0.58%)
US NYSE Real Estate REIT - Hotel & Motel
Address 814 East Main Street 23219
Richmond, VA, US
CEO Justin G. Knight
IPO 2015-05-18
CIK 1418121 ISIN US03784Y2000

Explore sections of this company profile

Description

Apple Hospitality REIT, Inc. (NYSE: APLE) operates as a publicly traded real estate investment trust, managing one of the largest and most diverse collections of upscale, rooms-focused hotel properties throughout the United States. Its expansive portfolio encompasses 235 hotels, providing more than 30,000 guest rooms, strategically located across 87 markets in 34 states. The company's holdings are primarily concentrated with prominent hospitality brands, including 104 Marriott-branded hotels, 126 Hilton-branded hotels, 3 Hyatt-branded hotels, and 2 independent establishments.

News Sentiment (7d)
61 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
A7A 2013-09-10 View
Citi 2016-05-24 View
Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD16.47 +0.10 (+0.58%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
3M
Beta
0.87
Float Shares
218.53M
Free Float %
92.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.48% -1.92% +10.42% +12.67% +16.98% +16.29% +12.77% -9.99% -7.02% -27.28% -23.44%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (17 ratings, all time) Buy
Price Targets & DCF
Current price
16.47
Low 14.00 -15.0%
Consensus 14.00 -15.0%
Median 14.00 -15.0%
High 14.00 -15.0%
DCF (Unlevered) 42.62 +158.8%
DCF (Levered) 23.04 +40.0%

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) 30% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 7 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
13.67
-17.0%
All Time 6
16.67
+1.2%
Quality scores
Altman Z-Score
1.06
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    -1.3% Q1'26: +3.1% (vs Q1'25)
  • EPS growth
    -16.9% Q1'26: -7.7% (vs Q1'25)
  • FCF margin
    Q1'26: +3.9% (vs Q1'25)
  • EBIT margin
    Q1'26: +14.5% (vs Q1'25)
  • ROIC
    Q1'26: +4.0% (vs Q1'25)
  • Share dilution
    -1.4% Q1'26: -1.6% (vs Q1'25)
  • Debt / EBITDA
    3.87× Q1'26: 4.26× (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 (0.88) × ERP
WACC = 65% × Ke + 35% × Kd (5.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 42.62 Current price: 16.47
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 2015
actual
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
6 Rev. Ana.
2 EPS Ana.
Dec 2027
7 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
898.31M
est: 897.97M (+0.0%)
1.04B
est: 1.05B (-0.4%)
1.24B
est: 1.24B (+0.0%)
1.27B
est: 1.27B (0.0%)
1.27B
est: 1.27B (+0.1%)
601.88M
est: 612.00M (-1.7%)
933.87M
est: 926.77M (+0.8%)
1.24B
est: 1.23B (+0.8%)
1.34B
est: 1.36B (-1.3%)
1.43B
est: 1.43B (+0.2%)
1.41B
est: 1.41B (+0.3%)
1.42B
1.41B – 1.44B
+0.9% YoY
1.45B
1.44B – 1.46B
+1.9% YoY
1.52B
1.52B – 1.52B
+4.6% YoY
EBITDA
315.66M
est: 255.88M (+23.4%)
373.89M
est: 358.22M (+4.4%)
434.18M
est: 468.45M (-7.3%)
441.34M
est: 452.36M (-2.4%)
427.03M
est: 452.51M (-5.6%)
97.75M
est: 153.59M (-36.4%)
271.52M
est: 264.09M (+2.8%)
388.18M
est: 251.47M (+54.4%)
430.72M
est: 501.54M (-14.1%)
483.36M
est: 526.09M (-8.1%)
458.45M
est: 518.73M (-11.6%)
523.44M
519.78M – 529.61M
+0.9% YoY
533.43M
528.81M – 538.25M
+1.9% YoY
558.15M
558.15M – 558.15M
+4.6% YoY
EBIT
188.21M
est: 86.04M (+118.7%)
225.72M
est: 193.47M (+16.7%)
257.68M
est: 230.10M (+12.0%)
260.84M
est: 265.26M (-1.7%)
233.79M
est: 247.51M (-5.5%)
-102.04M
est: -65.70M (-55.3%)
87.04M
est: 88.80M (-2.0%)
206.48M
est: 92.53M (+123.1%)
247.48M
est: 394.84M (-37.3%)
292.76M
est: 414.17M (-29.3%)
265.82M
est: 408.37M (-34.9%)
412.08M
409.20M – 416.93M
+0.9% YoY
419.94M
416.30M – 423.74M
+1.9% YoY
439.40M
439.40M – 439.40M
+4.6% YoY
Net Income
117.29M
est: 213.92M (-45.2%)
144.65M
est: 148.30M (-2.5%)
182.49M
est: 184.65M (-1.2%)
206.09M
est: 212.45M (-3.0%)
171.92M
est: 181.96M (-5.5%)
-173.21M
est: -141.43M (-22.5%)
18.83M
est: 19.30M (-2.4%)
144.81M
est: 36.06M (+301.5%)
177.49M
est: 203.05M (-12.6%)
214.06M
est: 204.50M (+4.7%)
175.36M
est: 171.84M (+2.0%)
160.78M
158.87M – 162.68M
-6.4% YoY
166.43M
165.54M – 169.51M
+3.5% YoY
— – —
-100.0% YoY
SGA
90.56M
est: 34.49M (+162.6%)
99.70M
est: 17.93M (+455.9%)
127.22M
est: 34.50M (+268.7%)
130.13M
est: 24.69M (+427.1%)
150.20M
est: 38.52M (+289.9%)
29.37M
est: 85.91M (-65.8%)
41.04M
est: 35.59M (+15.3%)
42.46M
est: 107.03M (-60.3%)
47.40M
est: 39.01M (+21.5%)
42.54M
est: 40.92M (+4.0%)
est: 40.35M (-100.0%)
40.71M
40.43M – 41.19M
+0.9% YoY
41.49M
41.13M – 41.87M
+1.9% YoY
43.41M
43.41M – 43.41M
+4.6% YoY
EPS
0.65
est: 0.89 (-26.7%)
0.76
est: 0.87 (-12.6%)
0.82
est: 1.00 (-17.7%)
0.90
est: 0.89 (+1.7%)
0.77
est: 0.79 (-2.5%)
-0.77
est: -0.69 (-12.0%)
0.08
est: 0.08 (+4.0%)
0.63
est: 0.75 (-16.0%)
0.77
est: 0.85 (-9.8%)
0.89
est: 0.86 (+3.5%)
0.74
est: 0.71 (+3.7%)
0.68
0.67 – 0.68
-5.4% YoY
0.70
0.70 – 0.71
+4.2% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 4/5 3/5 4/5 3/5 3/5 3/5
2026-05-08 A- 4/5 4/5 3/5 4/5 4/5 3/5 3/5
2026-05-07 A- 4/5 4/5 3/5 4/5 4/5 3/5 3/5
2026-05-06 A- 4/5 4/5 3/5 4/5 4/5 3/5 3/5
2026-05-05 A 4/5 4/5 3/5 4/5 4/5 3/5 4/5
2026-05-04 A 4/5 4/5 3/5 4/5 4/5 3/5 4/5
2026-05-01 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-04-30 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-04-29 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-04-28 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-04-27 A- 4/5 5/5 3/5 5/5 2/5 3/5 3/5
2026-04-24 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-04-23 A 4/5 5/5 3/5 5/5 2/5 3/5 4/5
2026-04-22 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-04-21 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-04-20 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-04-17 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-04-16 A 4/5 5/5 3/5 5/5 2/5 3/5 4/5
2026-04-15 A 4/5 5/5 3/5 5/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
355.64M
OE per share TTM
1.50
Owner's Yield
10.93%
Maintenance CapEx ratio
0.10%
Maint CapEx / Avg PPE
0.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
103
Total invested
91.12M
Insider transactions (90d)
0
Beneficial owners (>5%)
5
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 32.81M 14.37% 385.5K 32.23M 575.1K IA Pennsylvania 2022-02-09
2 (1) BlackRock, Inc. 20.97M 9.20% 19.32M 20.97M HC Delaware 2022-02-03
3 STATE STREET CORPORATION 13.86M 6.06% 10.94M 13.83M HC BOSTON, MASSACHUSETTS 2024-01-29
4 98-0557567 1.16M 0.50% 1.15M 1.16M IA, HC Bermuda 2019-01-31
5 John Hancock Mutual Life Insurance Company 0.00% 349.5K 126.9K 18.85M 245.5K BD, IC, IA, HC Pennsylvania 2015-12-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
103
-235 vs prev Q
New positions
10
Closed positions
240
Increased
44
Reduced
32
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 MACQUARIE MANAGEMENT HOLDINGS, INC. 4.50M +4.5M (+100.0%) 53.33B +53.3B (+100.0%) 1.90% +1.898 pp 0.08% +0.080 pp USD11.85 +0.0% 1 qtrs NEW
2 243.4K +243.4K (+100.0%) 2.88B +2.9B (+100.0%) 0.10% +0.103 pp 0.47% +0.467 pp USD11.85 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 39.50M +1.0M (+2.6%) 468.08M +5.9M (+1.3%) 16.66% +0.470 pp 0.01% 0.000 pp USD14.78 -19.8% 6 qtrs
4 VANGUARD GROUP INC 33.26M -288.9K (-0.9%) 394.15M -8.8M (-2.2%) 14.03% -0.087 pp 0.01% 0.000 pp USD18.21 -34.9% 43 qtrs
5 STATE STREET CORP 12.96M +68.8K (+0.5%) 154.63M -1.2M (-0.8%) 5.47% +0.043 pp 0.01% 0.000 pp USD16.90 -29.9% 43 qtrs
6 FULLER & THALER ASSET MANAGEMENT, INC. 7.11M +127.3K (+1.8%) 84.23M +392.0K (+0.5%) 3.00% +0.061 pp 0.28% 0.000 pp USD14.34 -17.4% 27 qtrs
7 VICTORY CAPITAL MANAGEMENT INC 6.17M -432.7K (-6.6%) 73.15M -6.2M (-7.8%) 2.60% -0.176 pp 0.04% -0.005 pp USD14.98 -20.9% 27 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 6.08M +14.9K (+0.2%) 72.06M -795.2K (-1.1%) 2.56% +0.013 pp 0.00% 0.000 pp USD16.52 -28.3% 42 qtrs
9 PRICE T ROWE ASSOCIATES INC /MD/ 5.59M -62.5K (-1.1%) 66.19M -1.6M (-2.4%) 2.36% -0.021 pp 0.01% 0.000 pp USD14.83 -20.1% 42 qtrs
10 GOLDMAN SACHS GROUP INC 5.29M -1.7M (-24.5%) 62.70M -21.5M (-25.6%) 2.23% -0.719 pp 0.01% -0.003 pp USD13.40 -11.6% 43 qtrs
11 UBS GROUP AG 4.72M +1.8M (+60.8%) 55.95M +20.7M (+58.7%) 1.99% +0.756 pp 0.01% +0.004 pp USD12.82 -7.6% 43 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.71M +125.8K (+2.7%) 55.87M +756.0K (+1.4%) 1.99% +0.058 pp 0.01% 0.000 pp USD16.74 -29.2% 42 qtrs
13 CENTERBRIDGE PARTNERS, L.P. 4.23M +2.0M (+88.2%) 50.12M +23.1M (+85.7%) 1.78% +0.838 pp 84.80% +58.126 pp USD11.78 +0.6% 3 qtrs
14 NORGES BANK 3.46M +3.5M (+100.0%) 40.95M +40.9M (+100.0%) 1.46% +1.458 pp 0.00% +0.004 pp USD11.85 +0.0% 1 qtrs NEW
15 DIMENSIONAL FUND ADVISORS LP 3.20M -108.4K (-3.3%) 37.89M -1.8M (-4.6%) 1.35% -0.042 pp 0.01% -0.001 pp USD17.82 -33.5% 38 qtrs
16 MORGAN STANLEY 2.94M +306.9K (+11.7%) 34.80M +3.2M (+10.2%) 1.24% +0.132 pp 0.00% +0.000 pp USD14.43 -17.9% 43 qtrs
17 NORTHERN TRUST CORP 2.84M -125.6K (-4.2%) 33.67M -2.0M (-5.5%) 1.20% -0.050 pp 0.00% 0.000 pp USD15.70 -24.5% 43 qtrs
18 LSV ASSET MANAGEMENT 2.61M -14.6K (-0.6%) 30.99M -594.0K (-1.9%) 1.10% -0.003 pp 0.07% -0.002 pp USD14.31 -17.2% 31 qtrs
19 SYSTEMATIC FINANCIAL MANAGEMENT LP 2.26M -11.0K (-0.5%) 26.81M -493.8K (-1.8%) 0.95% -0.002 pp 0.63% -0.032 pp USD14.78 -19.8% 35 qtrs
20 BANK OF AMERICA CORP /DE/ 1.93M -191.6K (-9.0%) 22.91M -2.6M (-10.2%) 0.82% -0.079 pp 0.00% 0.000 pp USD13.00 -8.8% 43 qtrs
21 NUVEEN, LLC 1.80M -63.3K (-3.4%) 21.34M -1.0M (-4.7%) 0.76% -0.025 pp 0.01% 0.000 pp USD12.91 -8.2% 4 qtrs
22 INVESCO LTD. 1.70M +60.1K (+3.7%) 20.12M +450.4K (+2.3%) 0.72% +0.027 pp 0.00% +0.000 pp USD13.63 -13.1% 43 qtrs
23 LEGAL & GENERAL GROUP PLC 1.62M +146.4K (+9.9%) 19.24M +1.5M (+8.4%) 0.68% +0.063 pp 0.00% +0.000 pp USD15.47 -23.4% 42 qtrs
24 BANK OF NEW YORK MELLON CORP 1.60M -69.5K (-4.2%) 18.96M -1.1M (-5.4%) 0.67% -0.028 pp 0.00% -0.001 pp USD16.06 -26.2% 43 qtrs
25 JPMORGAN CHASE & CO 1.39M -1.6M (-53.3%) 16.47M -19.3M (-53.9%) 0.59% -0.666 pp 0.00% -0.001 pp USD15.69 -24.5% 41 qtrs
26 UBS ASSET MANAGEMENT AMERICAS INC 1.13M +1.1M (+100.0%) 13.36M +13.4M (+100.0%) 0.48% +0.476 pp 0.00% +0.003 pp USD11.85 +0.0% 42 qtrs
27 AMERIPRISE FINANCIAL INC 1.10M -432.8K (-28.2%) 13.04M -2.1M (-13.6%) 0.46% -0.181 pp 0.00% -0.001 pp USD14.66 -19.2% 41 qtrs
28 PRINCIPAL FINANCIAL GROUP INC 1.05M -15.7K (-1.5%) 12.43M -356.7K (-2.8%) 0.44% -0.006 pp 0.01% 0.000 pp USD14.36 -17.5% 43 qtrs
29 STRS OHIO 997.9K +18.6K (+1.9%) 11.83M +63.7K (+0.5%) 0.42% +0.009 pp 0.04% +0.001 pp USD13.13 -9.7% 42 qtrs
30 PACER ADVISORS, INC. 970.3K +970.3K (+100.0%) 11.50M +11.5M (+100.0%) 0.41% +0.409 pp 0.03% +0.029 pp USD11.85 +0.0% 3 qtrs
31 AQR CAPITAL MANAGEMENT LLC 937.4K +12.4K (+1.3%) 11.11M -1.3K (0.0%) 0.40% +0.006 pp 0.01% -0.001 pp USD12.15 -2.5% 30 qtrs
32 PUBLIC SECTOR PENSION INVESTMENT BOARD 919.3K -52.7K (-5.4%) 10.89M -780.5K (-6.7%) 0.39% -0.021 pp 0.04% -0.006 pp USD14.31 -17.2% 10 qtrs
33 WATERFALL ASSET MANAGEMENT, LLC 882.1K +152.1K (+20.8%) 10.49M +1.7M (+19.7%) 0.37% +0.065 pp 5.65% +4.674 pp USD11.83 +0.2% 3 qtrs
34 FIRST TRUST ADVISORS LP 756.6K +28.6K (+3.9%) 8.97M +222.8K (+2.5%) 0.32% +0.013 pp 0.01% +0.000 pp USD15.57 -23.9% 42 qtrs
35 BARCLAYS PLC 680.0K +257.7K (+61.0%) 8.06M +1.8M (+28.5%) 0.29% +0.109 pp 0.00% +0.000 pp USD13.49 -12.2% 43 qtrs
36 CLEARBRIDGE INVESTMENTS, LLC 659.8K +54.3K (+9.0%) 7.82M +546.6K (+7.5%) 0.28% +0.024 pp 0.01% +0.001 pp USD11.69 +1.4% 3 qtrs
37 RHUMBLINE ADVISERS 646.2K -16.7K (-2.5%) 7.66M -303.4K (-3.8%) 0.27% -0.006 pp 0.01% 0.000 pp USD15.62 -24.1% 43 qtrs
38 STATE OF WISCONSIN INVESTMENT BOARD 622.5K +4.5K (+0.7%) 7.38M -45.5K (-0.6%) 0.26% +0.003 pp 0.02% -0.001 pp USD15.16 -21.8% 15 qtrs
39 GREAT WEST LIFE ASSURANCE CO /CAN/ 560.2K +4.8K (+0.9%) 6.64M -28.0K (-0.4%) 0.24% +0.003 pp 0.01% +0.002 pp USD15.29 -22.5% 41 qtrs
40 CSM ADVISORS, LLC 544.0K +27.2K (+5.3%) 6.45M +240.0K (+3.9%) 0.23% +0.012 pp 0.18% +0.002 pp USD11.72 +1.1% 3 qtrs
41 MASTERTON CAPITAL MANAGEMENT, LP 531.0K +99.8K (+23.1%) 6.29M +1.1M (+21.5%) 0.22% +0.043 pp 4.39% +1.547 pp USD12.65 -6.3% 7 qtrs
42 VOLORIDGE INVESTMENT MANAGEMENT, LLC 480.3K +256.7K (+114.8%) 5.69M +3.0M (+111.9%) 0.20% +0.109 pp 0.02% +0.011 pp USD11.77 +0.7% 3 qtrs
43 NOKOMIS CAPITAL, L.L.C. 479.6K +479.6K (+100.0%) 5.68M +5.7M (+100.0%) 0.20% +0.202 pp 1.35% +1.345 pp USD11.85 +0.0% 1 qtrs NEW
44 CONGRESS ASSET MANAGEMENT CO /MA 473.0K +8.0K (+1.7%) 5.60M +20.8K (+0.4%) 0.20% +0.004 pp 0.04% +0.002 pp USD14.76 -19.7% 15 qtrs
45 BLACKSTONE INC. 446.9K +— (+0.0%) 5.30M -71.5K (-1.3%) 0.19% +0.001 pp 0.02% -0.001 pp USD16.06 -26.2% 18 qtrs
46 SWISS NATIONAL BANK 443.9K +5.7K (+1.3%) 5.26M -2.6K (0.0%) 0.19% +0.003 pp 0.00% +0.000 pp USD17.40 -31.9% 41 qtrs
47 PRUDENTIAL FINANCIAL INC 442.2K -15.0K (-3.3%) 5.24M -251.3K (-4.6%) 0.19% -0.006 pp 0.01% 0.000 pp USD13.50 -12.2% 39 qtrs
48 RAYMOND JAMES FINANCIAL INC 414.4K +50.2K (+13.8%) 4.91M +536.9K (+12.3%) 0.17% +0.022 pp 0.00% +0.000 pp USD13.96 -15.1% 5 qtrs
49 ASSET MANAGEMENT ONE CO., LTD. 406.9K -39.9K (-8.9%) 4.90M -466.6K (-8.7%) 0.17% -0.016 pp 0.01% -0.002 pp USD16.24 -27.0% 42 qtrs
50 SEGALL BRYANT & HAMILL, LLC 408.7K -5.0K (-1.2%) 4.84M -125.6K (-2.5%) 0.17% -0.002 pp 0.07% -0.001 pp USD13.67 -13.3% 7 qtrs
51 PEREGRINE CAPITAL MANAGEMENT LLC 406.6K -20.4K (-4.8%) 4.82M -310.6K (-6.1%) 0.17% -0.008 pp 0.15% -0.007 pp USD12.01 -1.3% 2 qtrs
52 MACQUARIE GROUP LTD 378.0K -4.4M (-92.1%) 4.48M -53.0M (-92.2%) 0.16% -1.855 pp 0.02% -0.048 pp USD15.65 -24.3% 42 qtrs
53 HSBC HOLDINGS PLC 375.0K +61.4K (+19.6%) 4.44M +677.0K (+18.0%) 0.16% +0.026 pp 0.00% +0.000 pp USD13.78 -14.0% 42 qtrs
54 NATIXIS 373.5K +373.5K (+100.0%) 4.43M +4.4M (+100.0%) 0.16% +0.158 pp 0.02% +0.016 pp USD11.85 +0.0% 1 qtrs NEW
55 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 353.8K -5.9K (-1.6%) 4.19M -127.3K (-2.9%) 0.15% -0.002 pp 0.01% 0.000 pp USD14.60 -18.8% 5 qtrs
56 VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 353.5K -58.4K (-14.2%) 4.19M -758.1K (-15.3%) 0.15% -0.024 pp 0.04% -0.008 pp USD11.71 +1.2% 20 qtrs
57 ALLIANCEBERNSTEIN L.P. 346.1K +7.6K (+2.2%) 4.10M +35.7K (+0.9%) 0.15% +0.004 pp 0.00% +0.000 pp USD14.05 -15.7% 43 qtrs
58 DEUTSCHE BANK AG\ 345.9K +4.7K (+1.4%) 4.10M +1.3K (+0.0%) 0.15% +0.002 pp 0.00% +0.000 pp USD15.91 -25.5% 43 qtrs
59 NOMURA ASSET MANAGEMENT CO LTD 331.5K +6.0K (+1.8%) 3.93M +19.0K (+0.5%) 0.14% +0.003 pp 0.01% 0.000 pp USD15.83 -25.1% 42 qtrs
60 FRANKLIN RESOURCES INC 321.6K +94.2K (+41.5%) 3.81M +1.1M (+39.6%) 0.14% +0.040 pp 0.00% +0.000 pp USD13.31 -11.0% 16 qtrs
61 CITIGROUP INC 319.6K +98.3K (+44.4%) 3.79M +1.1M (+42.5%) 0.13% +0.042 pp 0.00% +0.001 pp USD13.59 -12.8% 43 qtrs
62 WOLVERINE ASSET MANAGEMENT LLC 319.6K +106.9K (+50.3%) 3.79M +1.2M (+48.3%) 0.13% +0.045 pp 0.03% +0.011 pp USD11.73 +1.0% 3 qtrs
63 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 307.5K -8.8K (-2.8%) 3.64M -154.7K (-4.1%) 0.13% -0.003 pp 0.01% -0.001 pp USD16.69 -29.0% 43 qtrs
64 WELLS FARGO & COMPANY/MN 295.5K +83.8K (+39.6%) 3.50M +959.2K (+37.7%) 0.12% +0.036 pp 0.00% +0.000 pp USD13.73 -13.7% 43 qtrs
65 CUTLER CAPITAL MANAGEMENT, LLC 290.3K +3.0K (+1.0%) 3.44M -10.4K (-0.3%) 0.12% +0.002 pp 1.00% -0.097 pp USD14.85 -20.2% 14 qtrs
66 JANE STREET GROUP, LLC 269.7K -172.3K (-39.0%) 3.20M -2.1M (-39.8%) 0.11% -0.072 pp 0.00% 0.000 pp USD13.58 -12.7% 27 qtrs
67 SEI INVESTMENTS CO 262.7K +2.3K (+0.9%) 3.11M -14.7K (-0.5%) 0.11% +0.001 pp 0.00% 0.000 pp USD12.73 -6.9% 17 qtrs
68 RUSSELL INVESTMENTS GROUP, LTD. 257.8K +64.5K (+33.4%) 3.06M +733.4K (+31.6%) 0.11% +0.027 pp 0.00% +0.001 pp USD13.88 -14.6% 37 qtrs
69 ISTHMUS PARTNERS, LLC 251.3K -2.9K (-1.1%) 2.98M +3.0M (+97,423.1%) 0.11% -0.001 pp 0.33% +0.330 pp USD14.60 -18.8% 5 qtrs
70 EDGESTREAM PARTNERS, L.P. 249.3K -243.6K (-49.4%) 2.95M -3.0M (-50.1%) 0.11% -0.102 pp 0.08% -0.090 pp USD11.88 -0.3% 4 qtrs
71 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 241.5K -1.5M (-86.4%) 2.86M -18.4M (-86.6%) 0.10% -0.644 pp 0.00% -0.012 pp USD12.00 -1.3% 9 qtrs
72 SUMITOMO MITSUI TRUST HOLDINGS, INC. 239.0K -9.5K (-3.8%) 2.83M -152.0K (-5.1%) 0.10% -0.004 pp 0.00% 0.000 pp USD14.31 -17.2% 42 qtrs
73 STATE OF ALASKA, DEPARTMENT OF REVENUE 235.2K +2.9K (+1.2%) 2.79M -4.0K (-0.1%) 0.10% +0.001 pp 0.03% +0.001 pp USD15.49 -23.5% 42 qtrs
74 DAKOTA WEALTH MANAGEMENT 234.0K -26.2K (-10.1%) 2.77M -351.6K (-11.3%) 0.10% -0.011 pp 0.05% -0.014 pp USD13.78 -14.0% 17 qtrs
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 224.9K -25.8K (-10.3%) 2.67M -345.8K (-11.5%) 0.09% -0.011 pp 0.00% +0.000 pp USD13.34 -11.2% 38 qtrs
76 ALLIANZ ASSET MANAGEMENT GMBH 223.0K -515.3K (-69.8%) 2.64M -6.2M (-70.2%) 0.09% -0.217 pp 0.00% -0.007 pp USD14.12 -16.1% 18 qtrs
77 VIRGINIA RETIREMENT SYSTEMS ET AL 218.5K -54.2K (-19.9%) 2.59M -685.9K (-20.9%) 0.09% -0.023 pp 0.02% -0.006 pp USD12.51 -5.3% 4 qtrs
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 216.3K +5.1K (+2.4%) 2.56M +27.0K (+1.1%) 0.09% +0.002 pp 0.00% +0.000 pp USD17.40 -31.9% 43 qtrs
79 DIMENSION CAPITAL MANAGEMENT LLC 205.0K +205.0K (+100.0%) 2.43M +2.4M (+100.0%) 0.09% +0.087 pp 0.34% +0.340 pp USD11.85 +0.0% 1 qtrs NEW
80 HARBOR CAPITAL ADVISORS, INC. 200.9K +6.6K (+3.4%) 2.38M +47.0K (+2.0%) 0.08% +0.003 pp 0.18% +0.004 pp USD14.06 -15.7% 11 qtrs
81 THRIVENT FINANCIAL FOR LUTHERANS 184.6K +5.2K (+2.9%) 2.19M +32.0K (+1.5%) 0.08% +0.002 pp 0.00% 0.000 pp USD15.14 -21.7% 21 qtrs
82 CITADEL ADVISORS LLC 178.5K +25.2K (+16.4%) 2.12M +274.1K (+14.9%) 0.08% +0.011 pp 0.00% +0.000 pp USD12.87 -7.9% 32 qtrs
83 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 176.0K +3.9K (+2.3%) 2.09M +18.4K (+0.9%) 0.07% +0.002 pp 0.00% 0.000 pp USD15.26 -22.3% 42 qtrs
84 MARSHALL WACE, LLP 175.9K +129.7K (+281.0%) 2.08M +1.5M (+275.9%) 0.07% +0.055 pp 0.00% +0.001 pp USD11.89 -0.3% 4 qtrs
85 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 171.4K +6.3K (+3.8%) 2.07M +84.2K (+4.2%) 0.07% +0.003 pp 0.00% +0.000 pp USD14.73 -19.6% 42 qtrs
86 ROYAL BANK OF CANADA 169.7K +5.7K (+3.4%) 2.01M +42.0K (+2.1%) 0.07% +0.003 pp 0.00% +0.000 pp USD14.89 -20.4% 43 qtrs
87 MILLENNIUM MANAGEMENT LLC 160.9K -487.6K (-75.2%) 1.91M -5.9M (-75.5%) 0.07% -0.205 pp 0.00% -0.003 pp USD12.25 -3.3% 39 qtrs
88 AMUNDI 151.6K +76.0 (+0.1%) 1.80M +20.6K (+1.2%) 0.06% +0.000 pp 0.00% 0.000 pp USD15.51 -23.6% 19 qtrs
89 BAIRD FINANCIAL GROUP, INC. 150.6K -201.0 (-0.1%) 1.78M -26.5K (-1.5%) 0.06% +0.000 pp 0.00% 0.000 pp USD13.88 -14.6% 26 qtrs
90 CAXTON ASSOCIATES LLP 147.1K -21.4K (-12.7%) 1.74M -281.0K (-13.9%) 0.06% -0.009 pp 0.03% -0.014 pp USD11.70 +1.3% 3 qtrs
91 HOLOCENE ADVISORS, LP 141.9K -80.2K (-36.1%) 1.68M -986.0K (-37.0%) 0.06% -0.034 pp 0.00% -0.003 pp USD14.01 -15.4% 6 qtrs
92 AURORA INVESTMENT COUNSEL 140.9K +5.2K (+3.9%) 1.67M +40.4K (+2.5%) 0.06% +0.002 pp 0.88% +0.024 pp USD13.83 -14.3% 11 qtrs
93 SUMMITTX CAPITAL, L.P. 133.4K +133.4K (+100.0%) 1.58M +1.6M (+100.0%) 0.06% +0.056 pp 0.05% +0.048 pp USD11.85 +0.0% 1 qtrs NEW
94 METLIFE INVESTMENT MANAGEMENT, LLC 129.0K -7.6K (-5.6%) 1.53M -112.4K (-6.8%) 0.05% -0.003 pp 0.01% -0.001 pp USD15.83 -25.1% 20 qtrs
95 IEQ CAPITAL, LLC 127.7K +12.7K (+11.0%) 1.51M +131.5K (+9.5%) 0.05% +0.006 pp 0.00% +0.000 pp USD11.85 +0.0% 3 qtrs
96 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 127.2K -1.7K (-1.3%) 1.51M -40.3K (-2.6%) 0.05% -0.001 pp 0.01% 0.000 pp USD15.15 -21.8% 10 qtrs
97 VOYA INVESTMENT MANAGEMENT LLC 127.0K -41.4K (-24.6%) 1.50M -517.7K (-25.6%) 0.05% -0.017 pp 0.00% -0.001 pp USD14.19 -16.5% 43 qtrs
98 PENSERRA CAPITAL MANAGEMENT LLC 121.6K +5.9K (+5.1%) 1.44M +52.0K (+3.7%) 0.05% +0.003 pp 0.02% +0.001 pp USD14.58 -18.7% 19 qtrs
99 ILLINOIS MUNICIPAL RETIREMENT FUND 120.7K +186.0 (+0.2%) 1.43M -17.1K (-1.2%) 0.05% +0.000 pp 0.02% -0.001 pp USD16.37 -27.6% 9 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
3.00
Bullish
Ratio by volume
3.00
Bullish
Buys
30
Sells
10
Shares acquired
533.4K
Shares disposed
157.3K
Cash buys
Cash sales
Net activity
+376,094
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
2026-03-03 Rash Matthew Officer A-Award A Common Shares 24,765 12.10 299.7K 263,208 D
2026-03-03 Perkins Elizabeth Officer F-InKind D Common Shares 18,302 12.10 221.5K 395,977 D
2026-03-03 Labrecque Rachel Officer G-Gift D Common Shares 8,000 0.00 247,375 D
2026-03-03 Knight Nelson Officer A-Award A Common Shares 40,976 12.10 495.8K 960,325 D
2026-03-03 KNIGHT GLADE M Director / Officer A-Award A Common Shares 11,894 0.00 741,017 D
2026-03-03 KNIGHT JUSTIN G Director / Officer A-Award A Common Shares 94,465 12.10 1.14M 2,029,064 D
2026-03-03 Gallagher Karen Catherine Officer A-Award A Common Shares 37,824 12.10 457.7K 383,892 D
2026-03-03 Clarke Jeanette Officer A-Award A Common Shares 22,120 12.10 267.7K 201,073 D
2026-02-27 Woolley Howard E. Director A-Award A Common Shares 2,345 12.26 28.7K 35,693 D
2026-02-27 MCGARVIE BLYTHE J Director A-Award A Common Shares 2,345 12.26 28.7K 15,935 D
2026-02-27 Hugh Redd Director A-Award A Deferred Stock Units 2,345 0.00 26,594 D
2026-02-27 Handlon Carolyn B Director A-Award A Common Shares 2,345 12.26 28.7K 31,808 D
2026-02-27 Fosheim Jon A Director A-Award A Deferred Stock Units 1,418 0.00 26,976 D
2026-02-27 Bunting Glenn W Jr Director A-Award A Common Shares 2,345 12.26 28.7K 69,390 D
2026-01-01 Hugh Redd Director M-Exempt D Deferred Stock Units 9,286 0.00 24,249 D
2026-01-01 Fosheim Jon A Director M-Exempt A Common Shares 11,271 0.00 22,092 D
2025-12-17 Knight Nelson Officer G-Gift D Common Shares 840 0.00 932,449 D
2025-12-12 Rash Matthew Officer F-InKind D Common Shares 8,940 12.12 108.4K 238,443 D
2025-12-12 Perkins Elizabeth Officer F-InKind D Common Shares 14,650 12.12 177.6K 347,994 D
2025-12-12 Labrecque Rachel Officer F-InKind D Common Shares 8,940 12.12 108.4K 226,093 D
2025-12-12 Knight Nelson Officer F-InKind D Common Shares 14,792 12.12 179.3K 933,289 D
2025-12-12 KNIGHT JUSTIN G Director / Officer F-InKind D Common Shares 35,426 12.12 429.4K 1,934,599 D
2025-12-12 Gallagher Karen Catherine Officer F-InKind D Common Shares 13,654 12.12 165.5K 346,068 D
2025-12-12 Clarke Jeanette Officer F-InKind D Common Shares 6,213 12.12 75.3K 178,953 D
2025-12-11 KNIGHT GLADE M Director / Officer P-Purchase A Common Shares 5,000 11.91 59.6K 710,344 D
2025-11-28 Woolley Howard E. Director J-Other A Deferred Stock Units 434 0.00 21,940 D
2025-11-28 MCGARVIE BLYTHE J Director A-Award A Common Shares 2,418 11.89 28.8K 15,935 D
2025-11-28 Hugh Redd Director J-Other A Deferred Stock Units 614 0.00 33,474 D
2025-11-28 Handlon Carolyn B Director A-Award A Common Shares 2,418 11.89 28.8K 29,463 D
2025-11-28 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 2,418 11.89 28.8K 999,074 D
2025-11-28 Fosheim Jon A Director A-Award A Common Shares 1,209 11.89 14.4K 10,821 D
2025-11-28 Bunting Glenn W Jr Director A-Award A Common Shares 2,418 11.89 28.8K 67,045 D
2025-11-13 Hugh Redd Director P-Purchase A Common Shares 1,000 11.75 11.8K 138,254 D
2025-11-13 Gallagher Karen Catherine Officer G-Gift D Common Shares 2,000 0.00 359,722 D
2025-11-11 Woolley Howard E. Director P-Purchase A Common Shares 2,000 11.94 23.9K 30,930 D
2025-08-29 Woolley Howard E. Director A-Award A Common Shares 2,201 13.06 28.7K 28,930 D
2025-08-29 MCGARVIE BLYTHE J Director A-Award A Common Shares 2,201 13.06 28.7K 15,935 D
2025-08-29 Hugh Redd Director J-Other A Deferred Stock Units 510 0.00 30,442 D
2025-08-29 Handlon Carolyn B Director A-Award A Common Shares 2,201 13.06 28.7K 27,045 D
2025-08-29 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 2,201 13.06 28.7K 996,656 D
2025-08-29 Fosheim Jon A Director J-Other A Deferred Stock Units 600 0.00 34,596 D
2025-08-29 Bunting Glenn W Jr Director A-Award A Common Shares 2,201 13.06 28.7K 64,627 D
2025-08-19 KNIGHT GLADE M Director / Officer P-Purchase A Common Shares 5,000 12.29 61.5K 705,344 D
2025-06-04 Hugh Redd Director P-Purchase A Common Shares 1,000 11.57 11.6K 137,254 D
2025-05-30 Woolley Howard E. Director J-Other A Deferred Stock Units 428 0.00 21,118 D
2025-05-30 MCGARVIE BLYTHE J Director A-Award A Common Shares 2,481 11.59 28.8K 15,935 D
2025-05-30 Hugh Redd Director A-Award A Deferred Stock Units 2,481 0.00 27,219 D
2025-05-30 Handlon Carolyn B Director A-Award A Common Shares 2,481 11.59 28.8K 24,844 D
2025-05-30 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 2,481 11.59 28.8K 994,455 D
2025-05-30 Fosheim Jon A Director A-Award A Common Shares 1,240 11.59 14.4K 14,578 D
2025-05-30 Bunting Glenn W Jr Director A-Award A Common Shares 2,481 11.59 28.8K 62,426 D
2025-05-09 Perkins Elizabeth Officer P-Purchase A Common Shares 2,100 11.72 24.6K 362,644 D
2025-05-08 Labrecque Rachel Officer P-Purchase A Common Shares 1,000 11.45 11.5K 234,933 D
2025-05-06 Woolley Howard E. Director P-Purchase A Common Shares 2,000 11.35 22.7K 24,248 D
2025-05-06 KNIGHT GLADE M Director / Officer P-Purchase A Common Shares 10,000 11.43 114.3K 700,344 D
2025-05-06 Hugh Redd Director P-Purchase A Common Shares 1,000 11.37 11.4K 136,254 D
2025-03-12 Handlon Carolyn B Director P-Purchase A Common Shares 7,250 13.70 99.3K 22,363 D
2025-02-28 Woolley Howard E. Director J-Other A Deferred Stock Units 397 0.00 20,690 D
2025-02-28 MCGARVIE BLYTHE J Director A-Award A Common Shares 1,941 14.81 28.7K 15,935 D
2025-02-28 Labrecque Rachel Officer G-Gift D Common Shares 7,500 0.00 190,638 D
2025-02-28 Hugh Redd Director P-Purchase A Common Shares 1,000 14.57 14.6K 135,254 D
2025-02-28 Handlon Carolyn B Director A-Award A Common Shares 1,941 14.81 28.7K 15,113 D
2025-02-28 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 1,941 14.81 28.7K 991,974 D
2025-02-28 Fosheim Jon A Director A-Award A Common Shares 1,941 14.81 28.7K 13,338 D
2025-02-28 Bunting Glenn W Jr Director A-Award A Common Shares 1,941 14.81 28.7K 59,945 D
2025-02-27 KNIGHT GLADE M Director / Officer P-Purchase A Common Shares 5,000 14.54 72.7K 641,990 D
2025-01-01 Hugh Redd Director M-Exempt A Common Shares 8,031 0.00 134,254 D
2024-12-13 Rash Matthew Officer F-InKind D Common Shares 14,811 16.05 237.7K 204,088 D
2024-12-13 Perkins Elizabeth Officer F-InKind D Common Shares 24,271 16.05 389.5K 289,599 D
2024-12-13 Labrecque Rachel Officer F-InKind D Common Shares 14,811 16.05 237.7K 198,138 D
2024-12-13 Knight Nelson Officer F-InKind D Common Shares 24,506 16.05 393.3K 876,248 D
2024-12-13 KNIGHT JUSTIN G Director / Officer F-InKind D Common Shares 59,852 16.05 960.6K 1,798,220 D
2024-12-13 Gallagher Karen Catherine Officer F-InKind D Common Shares 22,621 16.05 363.1K 295,599 D
2024-12-13 Clarke Jeanette Officer F-InKind D Common Shares 10,098 16.05 162.1K 155,074 D
2024-12-12 GATHRIGHT KRISTIAN M Director G-Gift D Common Shares 369 0.00 990,033 D
2024-12-11 Knight Nelson Officer G-Gift D Common Shares 7,515 0.00 902,909 D
2024-12-09 KNIGHT JUSTIN G Director / Officer G-Gift D Common Shares 30,000 0.00 1,864,072 D
2024-11-29 Woolley Howard E. Director J-Other A Deferred Stock Units 298 0.00 20,293 D
2024-11-29 MCGARVIE BLYTHE J Director A-Award A Common Shares 1,785 16.11 28.8K 15,935 D
2024-11-29 Hugh Redd Director A-Award A Deferred Stock Units 1,785 0.00 29,903 D
2024-11-29 Handlon Carolyn B Director A-Award A Common Shares 1,785 16.11 28.8K 13,172 D
2024-11-29 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 1,785 16.11 28.8K 990,402 D
2024-11-29 Fosheim Jon A Director A-Award A Common Shares 1,785 16.11 28.8K 11,397 D
2024-11-29 Bunting Glenn W Jr Director A-Award A Common Shares 1,785 16.11 28.8K 58,004 D
2024-11-13 Gallagher Karen Catherine Officer G-Gift D Common Shares 1,600 0.00 318,220 D
2024-08-30 Woolley Howard E. Director A-Award A Common Shares 1,991 14.44 28.8K 18,522
2024-08-30 MCGARVIE BLYTHE J Director A-Award A Common Shares 1,991 14.44 28.8K 15,935
2024-08-30 Hugh Redd Director A-Award A Deferred Stock Units 1,991 0.00 27,691
2024-08-30 Handlon Carolyn B Director A-Award A Common Shares 1,991 14.44 28.8K 11,387
2024-08-30 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 1,991 14.44 28.8K 988,617
2024-08-30 Fosheim Jon A Director J-Other A Deferred Stock Units 482 0.00 29,508
2024-08-30 Bunting Glenn W Jr Director A-Award A Common Shares 1,991 14.44 28.8K 56,219
2024-08-21 Hugh Redd Director P-Purchase A Common Shares 1,000 14.10 14.1K 126,223
2024-08-08 KNIGHT GLADE M Director / Officer P-Purchase A Common Shares 5,000 14.05 70.2K 636,990
2024-05-31 Woolley Howard E. Director A-Award A Common Shares 1,991 14.44 28.8K 16,531
2024-05-31 MCGARVIE BLYTHE J Director A-Award A Common Shares 1,991 14.44 28.8K 15,935
2024-05-31 Hugh Redd Director A-Award A Deferred Stock Units 1,991 0.00 25,312
2024-05-31 Handlon Carolyn B Director A-Award A Common Shares 1,991 14.44 28.8K 9,396
2024-05-31 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 1,991 14.44 28.8K 986,626
2024-05-31 Fosheim Jon A Director A-Award A Common Shares 1,991 14.44 28.8K 48,751
2024-05-31 Bunting Glenn W Jr Director A-Award A Common Shares 1,991 14.44 28.8K 54,228
2024-05-21 KNIGHT GLADE M Director / Officer P-Purchase A Common Shares 5,000 14.78 73.9K 631,990
2024-05-17 Bunting Glenn W Jr Director P-Purchase A Common Shares 549 14.58 8.0K 10,549
2024-05-16 Hugh Redd Director P-Purchase A Common Shares 1,000 14.73 14.7K 125,223
2024-03-06 Labrecque Rachel Officer G-Gift D Common Shares 7,500 0.00 212,949
2024-03-01 Rash Matthew Officer A-Award A Common Shares 32,842 0.00 244,709
2024-03-01 Perkins Elizabeth Officer A-Award A Common Shares 93,959 16.27 1.53M 302,429
2024-03-01 Labrecque Rachel Officer A-Award A Common Shares 57,339 16.27 932.9K 213,467
2024-03-01 Knight Nelson Officer A-Award A Common Shares 94,871 16.27 1.54M 898,872
2024-03-01 KNIGHT GLADE M Director / Officer A-Award A Common Shares 25,377 0.00 634,831
2024-03-01 KNIGHT JUSTIN G Director / Officer A-Award A Common Shares 132,711 0.00 1,998,570
2024-03-01 Gallagher Karen Catherine Officer A-Award A Common Shares 50,158 0.00 359,315
2024-03-01 Clarke Jeanette Officer A-Award A Common Shares 39,095 16.27 636.1K 160,411
2024-02-29 Woolley Howard E. Director A-Award A Common Shares 1,787 16.09 28.8K 14,540
2024-02-29 MCGARVIE BLYTHE J Director A-Award A Common Shares 1,787 16.09 28.8K 15,935
2024-02-29 Hugh Redd Director A-Award A Deferred Stock Units 1,787 0.00 22,940
2024-02-29 Handlon Carolyn B Director A-Award A Common Shares 1,787 16.09 28.8K 7,405
2024-02-29 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 1,787 16.09 28.8K 984,635
2024-02-29 Fosheim Jon A Director J-Other A Deferred Stock Units 505 0.00 28,551
2024-02-29 Bunting Glenn W Jr Director A-Award A Common Shares 1,787 16.09 28.8K 52,237
2024-02-27 Woolley Howard E. Director P-Purchase A Common Shares 1,000 15.97 16.0K 12,753
2024-01-01 Hugh Redd Director M-Exempt A Common Shares 7,686 0.00 124,223
2023-12-14 Knight Nelson Officer G-Gift D Common Shares 620 0.00 804,001
2023-12-14 KNIGHT JUSTIN G Director / Officer G-Gift D Common Shares 30,000 0.00 1,634,155
2023-12-08 Rash Matthew Officer F-InKind D Common Shares 11,603 16.90 196.1K 154,528
2023-12-08 Perkins Elizabeth Officer F-InKind D Common Shares 17,574 16.90 297.0K 208,470
2023-12-08 Labrecque Rachel Officer F-InKind D Common Shares 11,603 16.90 196.1K 156,128
2023-12-08 Knight Nelson Officer F-InKind D Common Shares 18,411 16.90 311.1K 811,621
2023-12-08 KNIGHT GLADE M Director / Officer F-InKind D Common Shares 7,963 16.90 134.6K 565,146
2023-12-08 KNIGHT JUSTIN G Director / Officer F-InKind D Common Shares 41,436 16.90 700.3K 1,664,155
2023-12-08 Gallagher Karen Catherine Officer F-InKind D Common Shares 17,574 16.90 297.0K 221,584
2023-12-08 Clarke Jeanette Officer F-InKind D Common Shares 7,921 16.90 133.9K 121,316
2023-12-01 Hugh Redd Director M-Exempt A Common Shares 5,540 0.00 116,537
2023-11-30 Woolley Howard E. Director A-Award A Common Shares 1,725 16.67 28.8K 11,753
2023-11-30 MCGARVIE BLYTHE J Director A-Award A Common Shares 1,725 16.67 28.8K 15,935
2023-11-30 Hugh Redd Director A-Award A Deferred Stock Units 1,725 0.00 33,857
2023-11-30 Handlon Carolyn B Director A-Award A Common Shares 1,725 16.67 28.8K 5,618
2023-11-30 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 1,725 16.67 28.8K 982,848
2023-11-30 Fosheim Jon A Director J-Other A Deferred Stock Units 398 0.00 28,046
2023-11-30 Bunting Glenn W Jr Director A-Award A Common Shares 1,725 16.67 28.8K 50,450
2023-11-22 GATHRIGHT KRISTIAN M Director G-Gift D Common Shares 300 0.00 981,123
2023-11-17 Gallagher Karen Catherine Officer G-Gift D Common Shares 1,500 0.00 238,958
2023-11-10 Perkins Elizabeth Officer P-Purchase A Common Shares 1,750 15.78 27.6K 226,044
2023-09-11 KNIGHT JUSTIN G Director / Officer G-Gift D Common Shares 6,250 0.00 1,705,591
2023-09-06 Knight Nelson Officer G-Gift D Common Shares 1,250 0.00 830,032
2023-08-31 Woolley Howard E. Director J-Other A Deferred Stock Units 295 0.00 18,733
2023-08-31 MCGARVIE BLYTHE J Director A-Award A Common Shares 1,914 15.02 28.7K 15,935
2023-08-31 Hugh Redd Director A-Award A Deferred Stock Units 1,914 0.00 31,657
2023-08-31 Handlon Carolyn B Director A-Award A Common Shares 1,914 15.02 28.7K 3,893
2023-08-31 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 1,914 15.02 28.7K 981,423
2023-08-31 Fosheim Jon A Director J-Other A Deferred Stock Units 435 0.00 27,648
2023-08-31 Bunting Glenn W Jr Director A-Award A Common Shares 1,914 15.02 28.7K 48,725
2023-08-11 KNIGHT GLADE M Director / Officer P-Purchase A Common Shares 5,000 15.07 75.3K 573,109
2023-05-31 Woolley Howard E. Director A-Award A Common Shares 1,979 14.53 28.8K 8,114
2023-05-31 MCGARVIE BLYTHE J Director A-Award A Common Shares 1,979 14.53 28.8K 15,935
2023-05-31 Hugh Redd Director P-Purchase A Common Shares 1,000 14.48 14.5K 110,997
2023-05-31 Handlon Carolyn B Director A-Award A Common Shares 1,979 14.53 28.8K 1,979
2023-05-31 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 1,979 14.53 28.8K 979,509
2023-05-31 Fosheim Jon A Director J-Other A Deferred Stock Units 442 0.00 27,213
2023-05-31 Bunting Glenn W Jr Director A-Award A Common Shares 1,979 14.53 28.8K 46,811
2023-05-25 GATHRIGHT KRISTIAN M Director P-Purchase A Common Shares 70 14.42 1.0K 70
2023-05-05 Rash Matthew Officer P-Purchase A Common Shares 648 15.41 10.0K 166,131
2023-05-05 KNIGHT GLADE M Director / Officer P-Purchase A Common Shares 2,500 15.49 38.7K 568,109
2023-03-31 Rash Matthew Officer F-InKind D Common Shares 16,926 15.52 262.7K 165,483
2023-03-31 Perkins Elizabeth Officer F-InKind D Common Shares 17,631 15.52 273.6K 224,294
2023-03-31 Labrecque Rachel Officer F-InKind D Common Shares 16,926 15.52 262.7K 167,731
2023-03-31 Gallagher Karen Catherine Officer F-InKind D Common Shares 17,631 15.52 273.6K 240,458
2023-03-14 Woolley Howard E. Director P-Purchase A Common Shares 1,000 15.55 15.5K 6,135
2023-03-01 Rash Matthew Officer A-Award A Common Shares 51,395 16.70 858.3K 179,859
2023-03-01 Perkins Elizabeth Officer A-Award A Common Shares 38,968 0.00 277,031
2023-03-01 Labrecque Rachel Officer A-Award A Common Shares 25,729 0.00 207,836
2023-03-01 Knight Nelson Officer A-Award A Common Shares 81,547 16.70 1.36M 827,235
2023-03-01 KNIGHT GLADE M Director / Officer A-Award A Common Shares 39,994 16.70 667.9K 543,087
2023-03-01 KNIGHT JUSTIN G Director / Officer F-InKind D Common Shares 93,856 16.70 1.57M 1,711,841
2023-03-01 Handlon Carolyn B Director 0 0.00 0
2023-03-01 Gallagher Karen Catherine Officer A-Award A Common Shares 38,968 0.00 293,195
2023-03-01 Clarke Jeanette Officer A-Award A Common Shares 17,564 0.00 159,014
2023-02-28 Woolley Howard E. Director A-Award A Deferred Stock Units 1,741 0.00 17,826
2023-02-28 MCGARVIE BLYTHE J Director A-Award A Common Shares 1,741 16.51 28.7K 15,935
2023-02-28 Hugh Redd Director A-Award A Deferred Stock Units 1,741 0.00 26,827
2023-02-28 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 1,741 16.51 28.7K 977,530
2023-02-28 Fosheim Jon A Director A-Award A Common Shares 871 16.51 14.4K 39,355
2023-02-28 Bunting Glenn W Jr Director A-Award A Common Shares 1,741 16.51 28.7K 44,832
2023-02-27 KNIGHT GLADE M Director / Officer P-Purchase A Common Shares 100 16.90 1.7K 503,093
2023-01-01 Fosheim Jon A Director M-Exempt A Common Shares 9,494 0.00 38,484
2022-12-09 Rash Matthew Officer F-InKind D Common Shares 10,235 16.81 172.1K 128,464
2022-12-09 Perkins Elizabeth Officer F-InKind D Common Shares 13,920 16.81 234.0K 160,223
2022-12-09 Labrecque Rachel Officer F-InKind D Common Shares 10,235 16.81 172.1K 130,712
2022-12-09 Knight Nelson Officer F-InKind D Common Shares 16,241 16.81 273.0K 745,688
2022-12-09 KNIGHT JUSTIN G Officer F-InKind D Common Shares 42,609 16.81 716.3K 1,493,408
2022-12-09 Gallagher Karen Catherine Officer F-InKind D Common Shares 13,920 16.81 234.0K 176,387
2022-12-09 Clarke Jeanette Officer F-InKind D Common Shares 6,987 16.81 117.5K 106,365
2022-12-08 Knight Nelson Officer G-Gift D Common Shares 5,830 0.00 761,929
2022-12-05 GATHRIGHT KRISTIAN M Director G-Gift D Common Shares 1,675 0.00 975,789
2022-11-30 Woolley Howard E. Director J-Other A Deferred Stock Units 183 17.06 3.1K 16,085
2022-11-30 MCGARVIE BLYTHE J Director A-Award A Common Shares 1,685 17.06 28.7K 15,935
2022-11-30 Hugh Redd Director A-Award A Deferred Stock Units 1,685 17.06 28.7K 24,788
2022-11-30 GATHRIGHT KRISTIAN M Director A-Award A Common Shares 1,685 17.06 28.7K 977,464
2022-11-30 Fosheim Jon A Director A-Award A Deferred Stock Units 842 17.06 14.4K 34,326
2022-11-30 Bunting Glenn W Jr Director A-Award A Common Shares 1,685 17.06 28.7K 43,091

Executive team

Top executives
EBIT / Employee
4.09M
Shares Outstanding
236.05M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2014 Nelson G. Knight Executive Vice President and Chief Investment Officer Age: 36 Bryan F. Peery Executive Vice President and Chief Financial Officer Age: 53
CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2025-04-03 DEFA14A
2025-04-03 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 10-Q
2026-04-28 SC 13G
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2026-04-02 ARS
2026-03-26 SC 13G/A
2026-03-05 4
2026-03-05 4
2026-03-05 4

Executive team

NameTitleCompensationGender
Justin G. Knight CEO, Director & Board of Director 1M male
Nelson G. Knight President of Real Estate & Investments 865.3K male
Elizabeth S. Perkins Senior Vice President & Chief Financial Officer 855.0K female
Karen Catherine Gallagher Senior Vice President & Chief Operating Officer 799.7K female
Rachel S. Labrecque Senior Vice President & Chief Accounting Officer 678.6K female
Matthew Rash Senior VP, CLO & Secretary 398.4K male
Jeanette A. Clarke Senior Vice President & Chief Capital Investment Officer female
Kelly Campbell Clarke Vice President of Investor Relations female
Glade Knight Executive Chairman & Director male
ESG Rating
B
REIT - HOTEL & MOTEL
2017
E (Environmental)
46.5 / 58.1
Company / Sector avg.
S (Social)
65.7 / 70.7
Company / Sector avg.
G (Governance)
67.2 / 70.3
Company / Sector avg.
ESG Total
59.8 / 66.4
Company / Sector avg.
ESG Score History REIT - HOTEL & MOTEL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2019-06-24 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
2019-03-19 2020-04-27 Donna Shalala FL27 -- Purchase $1,001 - $15,000
2019-02-20 2020-04-27 Donna Shalala FL27 -- Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits