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Academy Sports and Outdoors, Inc. (ASO)

USD47.63 +1.20 (+2.58%)
US NASDAQ S&P 500 Consumer Cyclical Specialty Retail
Address 1800 North Mason Road 77449
Katy, TX, US
CEO Steven Paul Lawrence
IPO 2020-10-02
CIK 1817358 ISIN US00402L1070

Explore sections of this company profile

Description

Academy Sports and Outdoors, Inc., through its various subsidiaries, operates as a significant retailer of sporting goods and outdoor recreational products throughout the United States. The company offers a vast and diverse inventory, encompassing everything from essential camping and marine equipment—like coolers, fishing rods, and bait—to specialized gear for hunting and shooting, including firearms, ammunition, archery supplies, and optics. For athletes and fitness enthusiasts, Academy provides equipment for popular team sports such as baseball, football, basketball, soccer, and golf, alongside fitness machinery, accessories, and nutritional supplements. Their product lines also extend to home and leisure items, featuring patio furniture, outdoor cooking appliances, trampolines, and watersports equipment, as well as various electronics and everyday consumables. Furthermore, the retailer stocks a comprehensive range of apparel, from outdoor and workwear to seasonal clothing, graphic t-shirts, and licensed merchandise from professional and collegiate teams. An extensive footwear selection is also available, covering casual and work boots, youth shoes, and specialized athletic footwear for running, training, and team sports. Academy Sports and Outdoors markets many items under its own private labels, which include Academy Sports + Outdoors, Magellan Outdoors, BCG, O'rageous, Outdoor Gourmet, and Freely. As of June 14, 2022, the company maintained a robust physical footprint with 260 retail stores located across 16 contiguous U.S. states, supplemented by its online sales platform, academy.com. The enterprise, established in 1938, is headquartered in Katy, Texas.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 1999-03-09 Active
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
USD47.63 +1.20 (+2.58%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.03
Float Shares
63.45M
Free Float %
98.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.52% -1.62% -6.91% -15.99% -8.42% +0.82% +12.94% -0.63% +25.83% +287.76% +287.76%
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 (22 ratings, all time) Buy
Price Targets & DCF
Current price
47.63
Low 54.00 +13.4%
Consensus 60.86 +27.8%
Median 59.00 +23.9%
High 78.00 +63.8%
DCF (Unlevered) 75.36 +58.2%
DCF (Levered) 60.32 +26.6%

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) 47% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 9 +1
Hold 10 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
78.00
+63.8%
Last Quarter 5
62.00
+30.2%
Last Year 15
58.47
+22.8%
All Time 48
62.83
+31.9%
Quality scores
Altman Z-Score
2.68
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Retail: +6.4%
    +2.0% Q2'26: +6.7% (vs Q2'25)
  • EPS growth Specialty Retail: +20.6%
    -3.3% Q2'26: +17.6% (vs Q2'25)
  • FCF margin FCF growth · Specialty Retail: +29.3%
    +3.4% Q2'26: +8.4% (vs Q2'25)
  • EBIT margin Specialty Retail: +5.4%
    +8.5% Q2'26: +0.0% (vs Q2'25)
  • ROIC Specialty Retail: +6.5%
    +10.6% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Specialty Retail: +0.1%
    -6.9% Q2'26: -3.3% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×
    2.98× Q2'26: 4.92× (vs Q2'25)
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 (1.03) × ERP
WACC = 64% × Ke + 36% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 76.30 Current price: 47.63
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 Jan 2021
actual
Jan 2022
actual
Jan 2023
actual
Jan 2024
actual
Jan 2025
actual
Jan 2026
11 Rev. Ana.
10 EPS Ana.
Jan 2027
12 Rev. Ana.
10 EPS Ana.
Jan 2028
11 Rev. Ana.
10 EPS Ana.
Jan 2029
6 Rev. Ana.
2 EPS Ana.
Jan 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
5.69B
est: 5.67B (+0.4%)
6.77B
est: 6.73B (+0.7%)
6.40B
est: 6.44B (-0.7%)
6.16B
est: 6.14B (+0.3%)
5.93B
est: 5.93B (0.0%)
6.09B
6.07B – 6.11B
+2.7% YoY
6.31B
6.27B – 6.34B
+3.6% YoY
6.66B
6.57B – 6.79B
+5.5% YoY
7.03B
7.03B – 7.03B
+5.7% YoY
7.81B
7.71B – 7.95B
+11.1% YoY
EBITDA
534.95M
est: 730.24M (-26.7%)
1.00B
est: 605.18M (+66.1%)
971.51M
est: 657.22M (+47.8%)
820.14M
est: 804.54M (+1.9%)
693.17M
est: 777.57M (-10.9%)
798.22M
795.60M – 800.84M
+2.7% YoY
827.15M
821.90M – 831.09M
+3.6% YoY
872.33M
860.61M – 889.26M
+5.5% YoY
921.71M
921.71M – 921.71M
+5.7% YoY
1.02B
1.01B – 1.04B
+11.1% YoY
EBIT
415.59M
est: 627.89M (-33.8%)
905.21M
est: 542.33M (+66.9%)
864.76M
est: 584.75M (+47.9%)
709.21M
est: 694.48M (+2.1%)
575.10M
est: 671.20M (-14.3%)
689.03M
686.77M – 691.29M
+2.7% YoY
714.00M
709.47M – 717.40M
+3.6% YoY
753.00M
742.89M – 767.61M
+5.5% YoY
795.62M
795.62M – 795.62M
+5.7% YoY
883.84M
871.57M – 899.25M
+11.1% YoY
Net Income
308.76M
est: 220.38M (+40.1%)
671.38M
est: 396.35M (+69.4%)
628.00M
est: 540.44M (+16.2%)
519.19M
est: 458.08M (+13.3%)
418.45M
est: 403.42M (+3.7%)
399.57M
390.40M – 408.74M
-1.0% YoY
424.22M
415.39M – 433.06M
+6.2% YoY
465.20M
454.97M – 475.43M
+9.7% YoY
506.39M
489.36M – 523.41M
+8.9% YoY
642.92M
631.32M – 657.49M
+27.0% YoY
SGA
1.31B
est: 1.29B (+1.8%)
1.44B
est: 881.70M (+63.7%)
1.37B
est: 970.54M (+40.7%)
1.43B
est: 1.44B (-0.4%)
1.47B
est: 1.39B (+6.0%)
1.43B
1.42B – 1.43B
+2.7% YoY
1.48B
1.47B – 1.48B
+3.6% YoY
1.56B
1.54B – 1.59B
+5.5% YoY
1.65B
1.65B – 1.65B
+5.7% YoY
1.83B
1.80B – 1.86B
+11.1% YoY
EPS
3.39
est: 3.02 (+12.4%)
7.38
est: 7.31 (+0.9%)
7.70
est: 7.52 (+2.3%)
6.89
est: 6.72 (+2.6%)
5.87
est: 5.91 (-0.7%)
5.88
5.74 – 6.01
-0.5% YoY
6.29
6.11 – 6.37
+6.9% YoY
6.88
6.69 – 6.99
+9.4% YoY
7.44
7.19 – 7.69
+8.2% YoY
9.45
9.28 – 9.66
+27.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-09 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-06-08 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-06-05 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-06-04 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-06-03 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-06-02 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-06-01 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-28 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-27 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-26 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-22 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-21 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-20 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-19 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-18 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-15 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-14 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-13 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-12 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-11 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-08 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-07 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-06 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-05 A 4/5 4/5 5/5 5/5 2/5 4/5 3/5
2026-05-04 A 4/5 3/5 5/5 5/5 2/5 4/5 3/5
2026-05-01 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-30 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-29 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-28 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-27 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-24 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-23 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-22 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-21 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-20 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-17 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-16 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
253.69M
OE per share TTM
3.74
Owner's Yield
7.82%
Maintenance CapEx ratio
23.58%
Maint CapEx / Avg PPE
26.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
368
Total invested
4.05B
Insider transactions (90d)
0
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 13.56M 15.60% 13.34M 13.56M HC Delaware 2022-04-08
2 The Vanguard Group - 23-1945930 9.46M 10.86% 63.7K 9.33M 136.0K IA Pennsylvania 2022-04-08
3 Allstar Co-Invest Blocker L.P. 0.00% PN 2022-02-10
4 Allstar Co-Invest GP LLC 0.00% OO 2022-02-10
5 Allstar LLC 0.00% OO 2022-02-10
6 George R. Roberts 0.00% IN 2022-02-10
7 Henry R. Kravis 0.00% IN 2022-02-10
8 KKR & Co. Inc. 0.00% CO 2022-02-10
9 KKR 2006 AIV GP LLC 0.00% OO 2022-02-10
10 KKR 2006 Allstar Blocker L.P. 0.00% PN 2022-02-10
11 KKR 2006 Fund (Allstar) L.P. 0.00% PN 2022-02-10
12 KKR Associates 2006 AIV L.P. 0.00% PN 2022-02-10
13 KKR Group Holdings Corp. 0.00% CO 2022-02-10
14 KKR Group Partnership L.P. 0.00% PN 2022-02-10
15 KKR Management LLP 0.00% PN 2022-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
368
-23 vs prev Q
New positions
55
Closed positions
66
Increased
183
Reduced
119
Put/Call ratio
1.89
Calls held
475.6K
Puts held
899.9K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 840.7K +840.7K (+100.0%) 42.00B +42.0B (+100.0%) 1.26% +1.262 pp 0.06% +0.063 pp USD49.96 +0.0% 1 qtrs NEW
2 FMR LLC 10.00M +10.8K (+0.1%) 499.68M -58.9K (0.0%) 15.01% -0.008 pp 0.03% -0.001 pp USD42.67 +17.1% 21 qtrs
3 BLACKROCK, INC. 9.84M +243.8K (+2.5%) 491.84M +11.6M (+2.4%) 14.77% +0.343 pp 0.01% 0.000 pp USD58.15 -14.1% 6 qtrs
4 VANGUARD GROUP INC 7.27M -7.7K (-0.1%) 363.19M -821.1K (-0.2%) 10.91% -0.029 pp 0.01% 0.000 pp USD35.84 +39.4% 21 qtrs
5 DIMENSIONAL FUND ADVISORS LP 3.96M +77.5K (+2.0%) 197.71M +3.6M (+1.9%) 5.94% +0.107 pp 0.04% 0.000 pp USD46.06 +8.5% 18 qtrs
6 LSV ASSET MANAGEMENT 3.06M -36.2K (-1.2%) 152.82M -2.0M (-1.3%) 4.59% -0.062 pp 0.33% -0.009 pp USD49.14 +1.7% 16 qtrs
7 STATE STREET CORP 2.72M +59.4K (+2.2%) 136.03M +2.8M (+2.1%) 4.07% +0.083 pp 0.00% 0.000 pp USD38.06 +31.3% 21 qtrs
8 AMERICAN CENTURY COMPANIES INC 2.28M +103.4K (+4.8%) 113.92M +5.0M (+4.6%) 3.42% +0.150 pp 0.06% +0.002 pp USD52.43 -4.7% 19 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 2.01M +5.9K (+0.3%) 100.26M +177.6K (+0.2%) 3.01% +0.004 pp 0.01% 0.000 pp USD38.76 +28.9% 21 qtrs
10 WESTWOOD HOLDINGS GROUP INC 1.79M -123.5K (-6.4%) 89.61M -6.3M (-6.6%) 2.69% -0.190 pp 0.73% +0.044 pp USD48.17 +3.7% 19 qtrs
11 POINT72 ASSET MANAGEMENT, L.P. 1.64M +283.5K (+20.9%) 82.04M +14.1M (+20.7%) 2.46% +0.422 pp 0.09% -0.022 pp USD48.82 +2.3% 3 qtrs
12 MORGAN STANLEY 1.61M +263.3K (+19.5%) 80.47M +13.1M (+19.4%) 2.42% +0.392 pp 0.00% +0.001 pp USD47.14 +6.0% 21 qtrs
13 KING LUTHER CAPITAL MANAGEMENT CORP 1.57M +176.5K (+12.6%) 78.59M +8.7M (+12.5%) 2.36% +0.261 pp 0.32% +0.032 pp USD44.44 +12.4% 18 qtrs
14 BOSTON PARTNERS 1.29M -8.9K (-0.7%) 65.29M -122.6K (-0.2%) 1.94% -0.017 pp 0.07% +0.000 pp USD51.96 -3.8% 8 qtrs
15 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 1.23M -1.6K (-0.1%) 61.64M -154.4K (-0.2%) 1.85% -0.005 pp 0.80% +0.002 pp USD56.14 -11.0% 9 qtrs
16 ROYCE & ASSOCIATES LP 1.15M -177.4K (-13.3%) 57.55M -8.9M (-13.4%) 1.73% -0.269 pp 0.58% -0.079 pp USD55.11 -9.3% 14 qtrs
17 HOOD RIVER CAPITAL MANAGEMENT LLC 924.9K +152.5K (+19.7%) 46.21M +7.6M (+19.6%) 1.39% +0.227 pp 0.51% +0.050 pp USD50.38 -0.8% 5 qtrs
18 INVESCO LTD. 833.8K +468.5K (+128.2%) 41.66M +23.4M (+128.0%) 1.25% +0.702 pp 0.01% +0.004 pp USD52.20 -4.3% 20 qtrs
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 820.7K +17.8K (+2.2%) 41.00M +840.8K (+2.1%) 1.23% +0.025 pp 0.01% +0.000 pp USD40.68 +22.8% 21 qtrs
20 ALLIANZ ASSET MANAGEMENT GMBH 757.7K +321.9K (+73.8%) 37.86M +16.1M (+73.6%) 1.14% +0.482 pp 0.04% +0.014 pp USD51.01 -2.1% 20 qtrs
21 GOLDMAN SACHS GROUP INC 689.5K -145.4K (-17.4%) 34.45M -7.3M (-17.5%) 1.03% -0.220 pp 0.00% -0.001 pp USD45.90 +8.8% 21 qtrs
22 NORTHERN TRUST CORP 659.3K -42.6K (-6.1%) 32.94M -2.2M (-6.2%) 0.99% -0.066 pp 0.00% 0.000 pp USD36.33 +37.5% 21 qtrs
23 BARCLAYS PLC 647.4K +539.4K (+499.4%) 32.34M +26.0M (+413.2%) 0.97% +0.809 pp 0.01% +0.006 pp USD49.93 +0.1% 6 qtrs
24 BANK OF AMERICA CORP /DE/ 632.8K -148.3K (-19.0%) 31.62M -7.5M (-19.1%) 0.95% -0.224 pp 0.00% 0.000 pp USD42.59 +17.3% 21 qtrs
25 BANK OF NEW YORK MELLON CORP 589.6K -44.5K (-7.0%) 29.46M -2.3M (-7.1%) 0.88% -0.068 pp 0.01% -0.001 pp USD41.31 +20.9% 21 qtrs
26 NORGES BANK 586.5K +586.5K (+100.0%) 29.30M +29.3M (+100.0%) 0.88% +0.880 pp 0.00% +0.003 pp USD49.96 +0.0% 1 qtrs NEW
27 GREATMARK INVESTMENT PARTNERS, INC. 522.8K +4.9K (+0.9%) 26.12M +211.2K (+0.8%) 0.78% +0.006 pp 3.09% -0.017 pp USD52.50 -4.8% 5 qtrs
28 CEREDEX VALUE ADVISORS LLC 512.8K +327.5K (+176.7%) 25.62M +16.4M (+176.4%) 0.77% +0.491 pp 0.77% +0.555 pp USD49.98 0.0% 2 qtrs
29 BESSEMER GROUP INC 484.0K +50.2K (+11.6%) 24.18M +2.5M (+11.4%) 0.73% +0.074 pp 0.04% +0.004 pp USD52.66 -5.1% 11 qtrs
30 CRAWFORD INVESTMENT COUNSEL INC 459.0K +5.7K (+1.3%) 22.93M +259.4K (+1.1%) 0.69% +0.008 pp 0.38% +0.006 pp USD46.14 +8.3% 16 qtrs
31 PACIFICA CAPITAL INVESTMENTS, LLC 451.3K -1.3K (-0.3%) 22.55M -90.2K (-0.4%) 0.68% -0.003 pp 6.14% -0.008 pp USD50.73 -1.5% 10 qtrs
32 UBS GROUP AG 393.5K -40.6K (-9.4%) 19.66M -2.1M (-9.5%) 0.59% -0.062 pp 0.00% 0.000 pp USD52.99 -5.7% 21 qtrs
33 CITADEL ADVISORS LLC 389.4K -11.0K (-2.7%) 19.45M -573.6K (-2.9%) 0.58% -0.018 pp 0.00% 0.000 pp USD52.82 -5.4% 21 qtrs
34 NUVEEN, LLC 346.3K -10.9K (-3.0%) 17.30M -564.2K (-3.2%) 0.52% -0.017 pp 0.00% 0.000 pp USD46.67 +7.0% 4 qtrs
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 336.3K +7.0K (+2.1%) 16.80M +330.0K (+2.0%) 0.50% +0.010 pp 0.00% +0.000 pp USD53.43 -6.5% 21 qtrs
36 SQUAREPOINT OPS LLC 332.0K +260.7K (+365.9%) 16.59M +13.0M (+365.4%) 0.50% +0.391 pp 0.02% +0.014 pp USD49.28 +1.4% 3 qtrs
37 MARSHALL WACE, LLP 331.6K +331.6K (+100.0%) 16.57M +16.6M (+100.0%) 0.50% +0.498 pp 0.02% +0.015 pp USD49.96 +0.0% 4 qtrs
38 BWCP, LP 328.3K +328.3K (+100.0%) 16.40M +16.4M (+100.0%) 0.49% +0.493 pp 2.72% +2.721 pp USD49.96 +0.0% 17 qtrs
39 HEARTLAND ADVISORS INC 325.2K +51.6K (+18.9%) 16.25M +2.6M (+18.7%) 0.49% +0.077 pp 0.88% +0.152 pp USD49.92 +0.1% 7 qtrs
40 SYSTEMATIC FINANCIAL MANAGEMENT LP 319.7K +59.1K (+22.7%) 15.97M +2.9M (+22.5%) 0.48% +0.088 pp 0.38% +0.060 pp USD40.84 +22.3% 20 qtrs
41 PRINCIPAL FINANCIAL GROUP INC 317.5K -3.5K (-1.1%) 15.86M -191.7K (-1.2%) 0.48% -0.006 pp 0.01% +0.000 pp USD47.17 +5.9% 19 qtrs
42 JANUS HENDERSON GROUP PLC 297.3K -200.0K (-40.2%) 14.85M -10.0M (-40.3%) 0.45% -0.301 pp 0.01% -0.005 pp USD49.84 +0.2% 19 qtrs
43 SEI INVESTMENTS CO 296.8K +46.0K (+18.3%) 14.83M +2.3M (+18.2%) 0.45% +0.068 pp 0.01% +0.001 pp USD52.18 -4.3% 19 qtrs
44 RUSSELL INVESTMENTS GROUP, LTD. 295.8K +2.1K (+0.7%) 14.78M +87.2K (+0.6%) 0.44% +0.002 pp 0.02% -0.001 pp USD52.50 -4.8% 20 qtrs
45 HODGES CAPITAL MANAGEMENT INC. 274.7K +38.8K (+16.5%) 13.73M +1.9M (+16.3%) 0.41% +0.058 pp 1.18% +0.170 pp USD57.03 -12.4% 19 qtrs
46 BAIRD FINANCIAL GROUP, INC. 250.3K -23.8K (-8.7%) 12.50M -1.2M (-8.8%) 0.38% -0.036 pp 0.02% -0.003 pp USD57.34 -12.9% 13 qtrs
47 ENVESTNET ASSET MANAGEMENT INC 244.9K -6.5K (-2.6%) 12.23M -341.4K (-2.7%) 0.37% -0.010 pp 0.00% +0.000 pp USD57.63 -13.3% 16 qtrs
48 PUBLIC SECTOR PENSION INVESTMENT BOARD 230.6K -28.7K (-11.1%) 11.52M -1.4M (-11.2%) 0.35% -0.044 pp 0.04% -0.009 pp USD52.99 -5.7% 16 qtrs
49 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 224.0K -8.0K (-3.5%) 11.19M -414.9K (-3.6%) 0.34% -0.013 pp 0.08% -0.005 pp USD45.61 +9.5% 16 qtrs
50 WELLS FARGO & COMPANY/MN 220.9K -35.2K (-13.7%) 11.04M -1.8M (-13.8%) 0.33% -0.053 pp 0.00% 0.000 pp USD45.74 +9.2% 21 qtrs
51 GLENMEDE TRUST CO NA 201.3K +201.3K (+100.0%) 10.06M +10.1M (+100.0%) 0.30% +0.302 pp 0.05% +0.048 pp USD49.96 +0.0% 1 qtrs NEW
52 RHUMBLINE ADVISERS 189.1K -10.9K (-5.5%) 9.45M -557.2K (-5.6%) 0.28% -0.017 pp 0.01% 0.000 pp USD39.31 +27.1% 21 qtrs
53 LEGAL & GENERAL GROUP PLC 177.8K -19.2K (-9.7%) 8.88M -969.6K (-9.8%) 0.27% -0.029 pp 0.00% 0.000 pp USD39.57 +26.3% 21 qtrs
54 PEREGRINE CAPITAL MANAGEMENT LLC 166.4K +17.1K (+11.4%) 8.31M +843.0K (+11.3%) 0.25% +0.025 pp 0.25% +0.030 pp USD43.29 +15.4% 16 qtrs
55 CAMBRIA INVESTMENT MANAGEMENT, L.P. 159.5K -19.0K (-10.6%) 7.97M -958.6K (-10.7%) 0.24% -0.029 pp 0.47% -0.047 pp USD46.03 +8.5% 12 qtrs
56 CINCTIVE CAPITAL MANAGEMENT LP 158.0K +158.0K (+100.0%) 7.89M +7.9M (+100.0%) 0.24% +0.237 pp 0.43% +0.427 pp USD49.96 +0.0% 3 qtrs
57 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 157.2K +12.8K (+8.9%) 7.85M +625.0K (+8.7%) 0.24% +0.019 pp 0.01% +0.001 pp USD54.27 -7.9% 5 qtrs
58 CLEARBRIDGE INVESTMENTS, LLC 154.0K -737.0 (-0.5%) 7.70M -46.1K (-0.6%) 0.23% -0.002 pp 0.01% +0.000 pp USD64.01 -21.9% 9 qtrs
59 BRIDGEWATER ASSOCIATES, LP 149.4K -116.7K (-43.8%) 7.47M -5.8M (-43.9%) 0.22% -0.176 pp 0.03% -0.025 pp USD48.52 +3.0% 7 qtrs
60 BNP PARIBAS ARBITRAGE, SNC 144.6K +51.0K (+54.5%) 7.22M +2.5M (+54.3%) 0.22% +0.076 pp 0.00% +0.001 pp USD47.74 +4.7% 5 qtrs
61 STATE OF WISCONSIN INVESTMENT BOARD 140.3K +5.7K (+4.2%) 7.01M +275.3K (+4.1%) 0.21% +0.008 pp 0.02% +0.000 pp USD51.19 -2.4% 17 qtrs
62 HOOK MILL CAPITAL PARTNERS, LP 139.9K -17.5K (-11.1%) 6.99M -885.3K (-11.2%) 0.21% -0.027 pp 0.66% -0.062 pp USD54.66 -8.6% 13 qtrs
63 D. E. SHAW & CO., INC. 138.8K +8.0K (+6.1%) 6.93M +391.8K (+6.0%) 0.21% +0.012 pp 0.00% +0.000 pp USD47.69 +4.8% 3 qtrs
64 SWISS NATIONAL BANK 131.5K +2.7K (+2.1%) 6.57M +127.2K (+2.0%) 0.20% +0.004 pp 0.00% +0.000 pp USD41.12 +21.5% 19 qtrs
65 VICTORY CAPITAL MANAGEMENT INC 130.5K +87.9K (+206.7%) 6.52M +4.4M (+206.3%) 0.20% +0.132 pp 0.00% +0.002 pp USD50.16 -0.4% 21 qtrs
66 AMERIPRISE FINANCIAL INC 128.2K -8.9K (-6.5%) 6.41M -453.7K (-6.6%) 0.19% -0.014 pp 0.00% 0.000 pp USD45.38 +10.1% 19 qtrs
67 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 124.2K -670.0 (-0.5%) 6.21M -41.0K (-0.7%) 0.19% -0.001 pp 0.00% 0.000 pp USD44.56 +12.1% 14 qtrs
68 UBS ASSET MANAGEMENT AMERICAS INC 121.9K -8.6K (-6.6%) 6.09M -439.8K (-6.7%) 0.18% -0.013 pp 0.00% 0.000 pp USD49.59 +0.7% 19 qtrs
69 AQR CAPITAL MANAGEMENT LLC 120.9K +17.4K (+16.8%) 6.04M +861.7K (+16.6%) 0.18% +0.026 pp 0.00% 0.000 pp USD48.43 +3.2% 18 qtrs
70 FRANKLIN RESOURCES INC 119.1K +86.6K (+266.4%) 5.95M +4.3M (+265.9%) 0.18% +0.130 pp 0.00% +0.001 pp USD50.93 -1.9% 18 qtrs
71 THOMPSON SIEGEL & WALMSLEY LLC 117.0K -32.1K (-21.5%) 5.84M -1.6M (-21.6%) 0.18% -0.049 pp 0.10% -0.022 pp USD52.52 -4.9% 16 qtrs
72 QUANTBOT TECHNOLOGIES LP 113.4K +113.4K (+100.0%) 5.66M +5.7M (+100.0%) 0.17% +0.170 pp 0.19% +0.188 pp USD49.96 +0.0% 7 qtrs
73 NEUBERGER BERMAN GROUP LLC 112.4K -9.5K (-7.8%) 5.62M -479.6K (-7.9%) 0.17% -0.015 pp 0.00% 0.000 pp USD32.80 +52.3% 21 qtrs
74 COLONY GROUP, LLC 109.5K +12.0K (+12.3%) 5.47M +601.1K (+12.3%) 0.16% +0.018 pp 0.01% -0.002 pp USD51.85 -3.6% 9 qtrs
75 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 105.6K +104.8K (+13,738.4%) 5.28M +5.2M (+13,781.6%) 0.16% +0.157 pp 0.01% +0.006 pp USD49.92 +0.1% 3 qtrs
76 SHELLBACK CAPITAL, LP 105.6K -180.2K (-63.1%) 5.27M -9.0M (-63.1%) 0.16% -0.271 pp 0.50% -0.403 pp USD51.45 -2.9% 5 qtrs
77 AVIANCE CAPITAL PARTNERS, LLC 96.5K +4.3K (+4.7%) 4.82M +211.2K (+4.6%) 0.14% +0.006 pp 0.56% +0.008 pp USD51.22 -2.5% 10 qtrs
78 FIRST TRUST ADVISORS LP 93.9K +3.4K (+3.7%) 4.69M +163.0K (+3.6%) 0.14% +0.005 pp 0.00% +0.000 pp USD56.20 -11.1% 20 qtrs
79 DUPREE FINANCIAL GROUP, LLC 89.8K +89.8K (+100.0%) 4.49M +4.5M (+100.0%) 0.13% +0.135 pp 1.63% +1.635 pp USD49.96 +0.0% 7 qtrs
80 VOLORIDGE INVESTMENT MANAGEMENT, LLC 89.6K -255.2K (-74.0%) 4.48M -12.8M (-74.1%) 0.13% -0.384 pp 0.02% -0.042 pp USD49.94 +0.0% 3 qtrs
81 MAVERICK CAPITAL LTD 89.1K +73.0K (+451.6%) 4.45M +3.6M (+450.9%) 0.13% +0.109 pp 0.05% +0.037 pp USD49.97 0.0% 2 qtrs
82 JANE STREET GROUP, LLC 89.0K -14.3K (-13.8%) 4.45M -720.6K (-13.9%) 0.13% -0.022 pp 0.00% 0.000 pp USD55.16 -9.4% 6 qtrs
83 QUBE RESEARCH & TECHNOLOGIES LTD 88.5K +88.5K (+100.0%) 4.42M +4.4M (+100.0%) 0.13% +0.133 pp 0.00% +0.005 pp USD49.96 +0.0% 1 qtrs NEW
84 JPMORGAN CHASE & CO 87.6K -65.1K (-42.7%) 4.37M -3.3M (-42.7%) 0.13% -0.098 pp 0.00% 0.000 pp USD45.54 +9.7% 21 qtrs
85 HILTON CAPITAL MANAGEMENT, LLC 87.1K +17.5K (+25.1%) 4.35M +868.7K (+25.0%) 0.13% +0.026 pp 0.33% +0.046 pp USD46.75 +6.9% 3 qtrs
86 PRUDENTIAL FINANCIAL INC 85.9K +19.0K (+28.4%) 4.26M +911.1K (+27.2%) 0.13% +0.028 pp 0.01% +0.001 pp USD49.43 +1.1% 19 qtrs
87 CITIGROUP INC 84.1K -78.5K (-48.3%) 4.20M -3.9M (-48.4%) 0.13% -0.118 pp 0.00% -0.002 pp USD52.78 -5.3% 21 qtrs
88 J. GOLDMAN & CO LP 80.0K +80.0K (+100.0%) 4.00M +4.0M (+100.0%) 0.12% +0.120 pp 0.11% +0.105 pp USD49.96 +0.0% 1 qtrs NEW
89 XTX TOPCO LTD 77.9K +73.5K (+1,676.0%) 3.89M +3.7M (+1,673.8%) 0.12% +0.110 pp 0.10% +0.091 pp USD49.67 +0.6% 9 qtrs
90 GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 77.2K +332.0 (+0.4%) 3.85M +12.0K (+0.3%) 0.12% +0.000 pp 0.01% -0.001 pp USD55.99 -10.8% 18 qtrs
91 TENSILE CAPITAL MANAGEMENT LP 75.0K -119.8K (-61.5%) 3.75M -6.0M (-61.5%) 0.11% -0.180 pp 0.49% -0.732 pp USD41.05 +21.7% 18 qtrs
92 ALLIANCEBERNSTEIN L.P. 73.1K -9.6K (-11.6%) 3.65M -483.6K (-11.7%) 0.11% -0.015 pp 0.00% 0.000 pp USD44.32 +12.7% 20 qtrs
93 HOLOCENE ADVISORS, LP 68.2K +52.3K (+328.4%) 3.41M +2.6M (+327.9%) 0.10% +0.078 pp 0.01% +0.005 pp USD48.76 +2.5% 5 qtrs
94 PARALLAX VOLATILITY ADVISERS, L.P. 64.7K -11.1K (-14.7%) 3.23M -559.6K (-14.8%) 0.10% -0.017 pp 0.01% +0.001 pp USD45.74 +9.2% 3 qtrs
95 BRIDGEWAY CAPITAL MANAGEMENT, LLC 64.6K -18.3K (-22.1%) 3.23M -919.2K (-22.2%) 0.10% -0.028 pp 0.07% -0.021 pp USD45.43 +10.0% 4 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 154 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Retail ETF XRT 1.24% 5.42M 0.35%
2 Invesco S&P SmallCap Consumer Discretionary ETF PSCD 1.18% 277.8K 0.29%
3 Texas Capital Texas Equity Index ETF TXS 0.87% 293.7K 0.49%
4 Hilton Small-MidCap Opportunity ETF SMCO 0.87% 1.11M 0.55%
5 Invesco S&P SmallCap Value with Momentum ETF XSVM 0.82% 5.39M 0.37%
6 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.46% 1.84M 0.38%
7 WisdomTree U.S. SmallCap Fund EES 0.42% 3.04M 0.38%
8 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.41% 213.0K 0.35%
9 Vanguard S&P Small-Cap 600 Value ETF VIOV 0.41% 7.79M 0.10%
10 Research Affiliates Deletions ETF NIXT 0.40% 139.4K 0.09%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
4.0K
Cash buys
Cash sales
1.00
Net activity
-4,000
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
2026-04-16 Tweedy Jeffrey C. Director S-Sale D Common Stock 4,000 60.00 240.0K 7,835 D
2026-03-26 McCabe Matthew M. Officer F-InKind D Common Stock 1,252 53.33 66.8K 23,926 D
2026-03-26 Lawrence Steven Paul Director / Officer M-Exempt A Common Stock 16,544 0.01 165.44 196,131 D
2026-03-26 Johnson Samuel J Officer M-Exempt D Restricted Stock Units 7,636 0.00 7,636 D
2026-03-26 Ford Earl Carlton IV Officer F-InKind D Common Stock 1,252 53.33 66.8K 19,627 D
2026-03-25 McCabe Matthew M. Officer M-Exempt D Restricted Stock Units 3,331 0.00 6,663 D
2026-03-25 Lawrence Steven Paul Director / Officer F-InKind D Common Stock 11,742 53.54 628.7K 179,587 D
2026-03-25 Johnson Samuel J Officer M-Exempt D Restricted Stock Units 9,994 0.00 19,988 D
2026-03-25 Ford Earl Carlton IV Officer M-Exempt D Restricted Stock Units 3,331 0.00 6,663 D
2026-03-23 McCabe Matthew M. Officer M-Exempt D Restricted Stock Units 1,289 0.00 0 D
2026-03-23 Lawrence Steven Paul Director / Officer M-Exempt A Common Stock 1,933 0.01 19.33 168,984 D
2026-03-23 Johnson Samuel J Officer F-InKind D Common Stock 1,012 51.98 52.6K 98,154 D
2026-03-23 HICKS KEN C Director F-InKind D Common Stock 3,116 51.98 162.0K 460,876 D
2026-03-23 Ford Earl Carlton IV Officer M-Exempt D Restricted Stock Units 1,289 0.00 0 D
2026-03-20 McCabe Matthew M. Officer A-Award A Restricted Stock Units 17,314 0.00 17,314 D
2026-03-20 Lawrence Steven Paul Director / Officer A-Award A Restricted Stock Units 75,028 0.00 75,028 D
2026-03-20 Johnson Samuel J Officer A-Award A Restricted Stock Units 36,552 0.00 36,552 D
2026-03-20 Ford Earl Carlton IV Officer A-Award A Restricted Stock Units 17,314 0.00 17,314 D
2026-03-04 McCabe Matthew M. Officer F-InKind D Common Stock 61 59.78 3.6K 19,217 D
2026-03-04 Lawrence Steven Paul Director / Officer M-Exempt D Restricted Stock Units 540 0.00 0 D
2026-03-04 Johnson Samuel J Officer M-Exempt D Restricted Stock Units 540 0.00 0 D
2026-03-04 HICKS KEN C Director M-Exempt D Restricted Stock Units 4,047 0.00 0 D
2026-03-04 Ford Earl Carlton IV Officer M-Exempt D Restricted Stock Units 135 0.00 0 D
2026-01-30 McCabe Matthew M. Officer F-InKind D Common Stock 223 55.36 12.3K 19,143 D
2026-01-30 Lawrence Steven Paul Director / Officer F-InKind D Common Stock 839 55.36 46.4K 166,783 D
2026-01-30 Johnson Samuel J Officer F-InKind D Common Stock 863 55.36 47.8K 96,976 D
2026-01-30 HICKS KEN C Director F-InKind D Common Stock 402 55.36 22.3K 451,780 D
2026-01-30 Ford Earl Carlton IV Officer M-Exempt D Restricted Stock Units 499 0.00 135 D
2025-12-30 HICKS KEN C Director M-Exempt A Common Stock 1,244 0.00 451,525 D
2025-12-15 MARLEY BRIAN T Director S-Sale D Common Stock 3,500 55.01 192.5K 39,107 D
2025-12-12 MARLEY BRIAN T Director S-Sale D Common Stock 15,152 55.24 837.0K 44,526 D
2025-12-12 Johnson Clay M Director A-Award A Restricted Stock Units 1,825 0.00 1,825 D
2025-12-12 Hennessy Shannon Director A-Award A Restricted Stock Units 1,825 0.00 1,825 D
2025-12-12 Dastugue Michael Director A-Award A Restricted Stock Units 1,825 0.00 1,825 D
2025-12-05 Johnson Samuel J Officer M-Exempt A Common Stock 1,526 0.00 96,341 D
2025-12-01 Johnson Clay M Director Common Stock 0 0.00 0 D
2025-12-01 Hennessy Shannon Director Common Stock 0 0.00 0 D
2025-12-01 HICKS KEN C Director F-InKind D Common Stock 816 48.25 39.4K 450,281 D
2025-12-01 Dastugue Michael Director Common Stock 0 0.00 0 D
2025-11-30 HICKS KEN C Director M-Exempt A Common Stock 1,245 0.00 451,097 D
2025-10-30 HICKS KEN C Director M-Exempt A Common Stock 1,245 0.00 450,441 D
2025-09-30 HICKS KEN C Director M-Exempt A Common Stock 1,244 0.00 449,784 D
2025-09-08 McCabe Matthew M. Officer F-InKind D Common Stock 638 50.86 32.4K 18,867 D
2025-09-08 Ford Earl Carlton IV Officer F-InKind D Common Stock 638 50.86 32.4K 14,461 D
2025-09-06 McCabe Matthew M. Officer M-Exempt A Common Stock 1,621 0.00 19,505 D
2025-09-06 Ford Earl Carlton IV Officer M-Exempt D Restricted Stock Units 1,621 0.00 1,621 D
2025-09-02 HICKS KEN C Director F-InKind D Common Stock 415 53.55 22.2K 448,540 D
2025-08-30 HICKS KEN C Director M-Exempt A Common Stock 1,245 0.00 448,955 D
2025-07-30 HICKS KEN C Director M-Exempt A Common Stock 1,245 0.00 448,112 D
2025-06-30 HICKS KEN C Director F-InKind D Common Stock 401 46.51 18.7K 446,867 D
2025-06-26 Turner Christopher Lee Director S-Sale D Common Stock 4,400 44.48 195.7K 7,084 D
2025-06-13 Tweedy Jeffrey C. Director A-Award A Restricted Stock Units 3,932 0.00 3,932 D
2025-06-13 Turner Christopher Lee Director A-Award A Restricted Stock Units 3,932 0.00 3,932 D
2025-06-13 RAFF BERYL Director A-Award A Restricted Stock Units 3,932 0.00 3,932 D
2025-06-13 Picou Monique Director A-Award A Restricted Stock Units 3,932 0.00 3,932 D
2025-06-13 Palermo Theresa Director A-Award A Restricted Stock Units 3,932 0.00 3,932 D
2025-06-13 Nealon Thomas M Director A-Award A Restricted Stock Units 3,932 0.00 3,932 D
2025-06-13 MARLEY BRIAN T Director A-Award A Restricted Stock Units 3,932 0.00 3,932 D
2025-06-13 HICKS KEN C Director A-Award A Restricted Stock Units 6,823 0.00 6,823 D
2025-06-13 Beck Wendy A. Director A-Award A Restricted Stock Units 3,932 0.00 3,932 D
2025-06-09 Lawrence Steven Paul Director / Officer M-Exempt A Common Stock 9,917 0.00 169,534 D
2025-06-09 Johnson Samuel J Officer F-InKind D Common Stock 326 43.46 14.2K 94,703 D
2025-06-04 Tweedy Jeffrey C. Director M-Exempt D Restricted Stock Units 2,929 0.00 0 D
2025-06-04 Turner Christopher Lee Director M-Exempt D Restricted Stock Units 2,929 0.00 0 D
2025-06-04 RAFF BERYL Director M-Exempt D Restricted Stock Units 2,929 0.00 0 D
2025-06-04 Picou Monique Director M-Exempt D Restricted Stock Units 2,929 0.00 0 D
2025-06-04 Palermo Theresa Director M-Exempt D Restricted Stock Units 2,929 0.00 0 D
2025-06-04 Nealon Thomas M Director M-Exempt D Restricted Stock Units 2,929 0.00 0 D
2025-06-04 MARLEY BRIAN T Director M-Exempt D Restricted Stock Units 2,929 0.00 0 D
2025-06-04 HICKS KEN C Director M-Exempt A Common Stock 5,218 0.00 446,024 D
2025-06-04 Beck Wendy A. Director M-Exempt A Common Stock 2,929 0.00 17,618 D
2025-05-30 HICKS KEN C Director M-Exempt A Common Stock 1,245 0.00 441,208 D
2025-04-30 HICKS KEN C Director M-Exempt D Restricted Stock Units 1,245 0.00 15,249 D
2025-04-15 McCabe Matthew M. Officer M-Exempt A Common Stock 3,725 0.00 19,350 D
2025-03-31 HICKS KEN C Director F-InKind D Common Stock 401 46.07 18.5K 439,120 D
2025-03-30 HICKS KEN C Director M-Exempt A Common Stock 1,244 0.00 439,521 D
2025-03-26 McCabe Matthew M. Officer M-Exempt D Restricted Stock Units 3,181 0.00 6,363 D
2025-03-26 Lawrence Steven Paul Director / Officer F-InKind D Common Stock 6,511 50.03 325.7K 159,617 D
2025-03-26 Johnson Samuel J Officer F-InKind D Common Stock 3,005 50.03 150.3K 94,203 D
2025-03-26 Ford Earl Carlton IV Officer M-Exempt D Restricted Stock Units 3,181 0.00 6,363 D
2025-03-25 McCabe Matthew M. Officer A-Award A Restricted Stock Units 9,994 0.00 9,994 D
2025-03-25 Lawrence Steven Paul Director / Officer A-Award A Restricted Stock Units 69,958 0.00 69,958 D
2025-03-25 Johnson Samuel J Officer A-Award A Restricted Stock Units 29,982 0.00 29,982 D
2025-03-25 Ford Earl Carlton IV Officer A-Award A Restricted Stock Units 9,994 0.00 9,994 D
2025-03-21 McCabe Matthew M. Officer F-InKind D Common Stock 503 47.42 23.9K 13,696 D
2025-03-21 Lawrence Steven Paul Director / Officer F-InKind D Common Stock 761 47.42 36.1K 149,584 D
2025-03-21 Johnson Samuel J Officer M-Exempt D Restricted Stock Units 1,933 0.00 1,933 D
2025-03-21 HICKS KEN C Director M-Exempt D Restricted Stock Units 9,664 0.00 9,665 D
2025-03-21 Ford Earl Carlton IV Officer F-InKind D Common Stock 503 47.42 23.9K 11,197 D
2025-02-28 HICKS KEN C Director F-InKind D Common Stock 402 49.92 20.1K 432,070 D
2025-01-31 McCabe Matthew M. Officer M-Exempt D Restricted Stock Units 612 0.00 0 D
2025-01-31 Lawrence Steven Paul Director / Officer M-Exempt D Restricted Stock Units 3,057 0.00 0 D
2025-01-31 Johnson Samuel J Officer M-Exempt D Restricted Stock Units 2,751 0.00 0 D
2025-01-31 HICKS KEN C Director F-InKind D Common Stock 509 54.68 27.8K 431,227 D
2025-01-31 Ford Earl Carlton IV Officer M-Exempt D Restricted Stock Units 612 0.00 0 D
2025-01-30 McCabe Matthew M. Officer F-InKind D Common Stock 148 53.97 8.0K 12,481 D
2025-01-30 Lawrence Steven Paul Director / Officer F-InKind D Common Stock 536 53.97 28.9K 146,100 D
2025-01-30 Johnson Samuel J Officer M-Exempt A Common Stock 1,990 0.00 86,880 D
2025-01-30 HICKS KEN C Director M-Exempt D Restricted Stock Units 1,244 0.00 18,983 D
2025-01-30 Ford Earl Carlton IV Officer M-Exempt D Restricted Stock Units 497 0.00 634 D
2024-12-31 HICKS KEN C Director M-Exempt D Restricted Stock Units 1,274 0.00 1,274 D
2024-12-30 HICKS KEN C Director M-Exempt A Common Stock 1,243 0.00 429,975 D
2024-12-05 Johnson Samuel J Officer M-Exempt A Common Stock 1,525 0.00 85,394 D
2024-12-02 HICKS KEN C Director F-InKind D Common Stock 1,249 49.25 61.5K 428,732 D
2024-11-30 HICKS KEN C Director M-Exempt D Restricted Stock Units 1,274 0.00 2,548 D
2024-10-31 HICKS KEN C Director M-Exempt A Common Stock 1,274 0.00 428,095 D
2024-10-30 HICKS KEN C Director M-Exempt A Common Stock 1,244 0.00 427,438 D
2024-09-30 HICKS KEN C Director M-Exempt D Restricted Stock Units 1,274 0.00 5,096 D
2024-09-18 Tweedy Jeffrey C. Director S-Sale D Common Stock 1,200 62.00 74.4K 8,906
2024-09-10 Lawrence Steven Paul Director / Officer M-Exempt A Common Stock 10,931 0.00 148,948
2024-09-10 Johnson Samuel J Officer M-Exempt A Common Stock 10,931 0.00 86,999
2024-09-06 McCabe Matthew M. Officer F-InKind D Common Stock 395 53.81 21.3K 12,132
2024-09-06 Ford Earl Carlton IV Officer M-Exempt A Common Stock 1,621 0.00 10,028
2024-09-03 HICKS KEN C Director F-InKind D Common Stock 632 55.48 35.1K 424,926
2024-08-31 HICKS KEN C Director M-Exempt A Common Stock 1,274 0.00 425,558
2024-08-30 HICKS KEN C Director M-Exempt A Common Stock 1,244 0.00 424,901
2024-07-31 HICKS KEN C Director M-Exempt D Restricted Stock Units 1,274 0.00 7,644
2024-07-30 HICKS KEN C Director F-InKind D Common Stock 617 54.24 33.5K 423,015
2024-07-18 HICKS KEN C Director G-Gift D Common Stock 75,000 0.00 422,388
2024-07-16 Tweedy Jeffrey C. Director S-Sale D Common Stock 625 54.25 33.9K 10,106
2024-07-01 HICKS KEN C Director F-InKind D Common Stock 1,249 53.25 66.5K 497,388
2024-06-30 HICKS KEN C Director M-Exempt D Restricted Stock Units 1,244 0.00 27,689
2024-06-14 Tweedy Jeffrey C. Director A-Award A Restricted Stock Units 2,929 0.00 2,929
2024-06-14 Turner Christopher Lee Director A-Award A Restricted Stock Units 2,929 0.00 2,929
2024-06-14 RAFF BERYL Director A-Award A Restricted Stock Units 2,929 0.00 2,929
2024-06-14 Picou Monique Director A-Award A Restricted Stock Units 2,929 0.00 2,929
2024-06-14 Palermo Theresa Director A-Award A Restricted Stock Units 2,929 0.00 2,929
2024-06-14 Nealon Thomas M Director A-Award A Restricted Stock Units 2,929 0.00 2,929
2024-06-14 MARLEY BRIAN T Director A-Award A Restricted Stock Units 2,929 0.00 2,929
2024-06-14 HICKS KEN C Director / Officer A-Award A Restricted Stock Units 5,218 0.00 5,218
2024-06-14 Boatwright Scott Director A-Award A Restricted Stock Units 2,929 0.00 2,929
2024-06-14 Beck Wendy A. Director A-Award A Restricted Stock Units 2,929 0.00 2,929
2024-06-10 Lawrence Steven Paul Director / Officer F-InKind D Common Stock 2,873 55.04 158.1K 137,974
2024-06-10 Johnson Samuel J Officer F-InKind D Common Stock 202 55.04 11.1K 75,976
2024-06-09 Lawrence Steven Paul Director / Officer M-Exempt A Common Stock 9,916 0.00 140,847
2024-06-09 Johnson Samuel J Officer M-Exempt A Common Stock 826 0.00 76,178
2024-06-06 Boatwright Scott Director D Common Stock 0 0.00 0
2024-06-05 Picou Monique Director M-Exempt A Common Stock 492 0.00 492
2024-06-03 Tweedy Jeffrey C. Director M-Exempt A Common Stock 2,861 0.00 10,731
2024-06-03 Turner Christopher Lee Director M-Exempt A Common Stock 2,861 0.00 8,555
2024-06-03 RAFF BERYL Director M-Exempt A Common Stock 2,861 0.00 12,421
2024-06-03 Palermo Theresa Director M-Exempt A Common Stock 2,861 0.00 6,303
2024-06-03 Nealon Thomas M Director M-Exempt A Common Stock 2,861 0.00 12,288
2024-06-03 MARLEY BRIAN T Director M-Exempt A Common Stock 2,861 0.00 56,749
2024-06-03 Beck Wendy A. Director M-Exempt A Common Stock 2,861 0.00 14,689
2024-06-02 Tweedy Jeffrey C. Director M-Exempt D Restricted Stock Units 2,861 0.00 0
2024-06-02 Turner Christopher Lee Director M-Exempt D Restricted Stock Units 2,861 0.00 0
2024-06-02 RAFF BERYL Director M-Exempt D Restricted Stock Units 2,861 0.00 0
2024-06-02 Palermo Theresa Director M-Exempt D Restricted Stock Units 2,861 0.00 0
2024-06-02 Nealon Thomas M Director M-Exempt D Restricted Stock Units 2,861 0.00 0
2024-06-02 MARLEY BRIAN T Director M-Exempt D Restricted Stock Units 2,861 0.00 0
2024-06-02 Beck Wendy A. Director M-Exempt D Restricted Stock Units 2,861 0.00 0
2024-05-31 HICKS KEN C Director / Officer M-Exempt D Restricted Stock Units 1,274 0.00 10,192
2024-05-30 HICKS KEN C Director / Officer M-Exempt A Common Stock 1,243 0.00 496,094
2024-04-30 HICKS KEN C Director / Officer M-Exempt A Common Stock 1,274 0.00 496,100
2024-04-23 Tweedy Jeffrey C. Director S-Sale D Common Stock 1,200 60.00 72.0K 7,870
2024-04-15 McCabe Matthew M. Officer F-InKind D Common Stock 907 59.02 53.5K 10,906
2024-04-01 HICKS KEN C Director / Officer F-InKind D Common Stock 1,249 67.54 84.4K 493,582
2024-03-31 HICKS KEN C Director / Officer M-Exempt A Common Stock 1,274 0.00 494,831
2024-03-30 HICKS KEN C Director / Officer M-Exempt A Common Stock 1,244 0.00 493,557
2024-03-26 Picou Monique Director A-Award A Restricted Stock Units 492 0.00 492
2024-03-26 McCabe Matthew M. Officer A-Award A Restricted Stock Units 9,544 0.00 9,544
2024-03-26 Lawrence Steven Paul Director / Officer A-Award A Restricted Stock Units 49,633 0.00 49,633
2024-03-26 Johnson Samuel J Officer A-Award A Restricted Stock Units 22,907 0.00 22,907
2024-03-26 Ford Earl Carlton IV Officer A-Award A Restricted Stock Units 9,544 0.00 9,544
2024-03-21 McCabe Matthew M. Officer M-Exempt A Common Stock 1,288 0.00 8,401
2024-03-21 Lawrence Steven Paul Director / Officer M-Exempt A Common Stock 1,932 0.00 131,402
2024-03-21 Johnson Samuel J Officer F-InKind D Common Stock 471 71.25 33.6K 75,352
2024-03-21 HICKS KEN C Director / Officer M-Exempt D Restricted Stock Units 9,664 0.00 19,329
2024-03-21 Ford Earl Carlton IV Officer M-Exempt D Restricted Stock Units 1,288 0.00 2,577
2024-03-18 Picou Monique Director D Common Stock 0 0.00 0
2024-02-29 HICKS KEN C Director / Officer M-Exempt A Common Stock 1,274 0.00 486,944
2024-01-31 McCabe Matthew M. Officer M-Exempt D Restricted Stock Units 611 0.00 612
2024-01-31 Lawrence Steven Paul Director / Officer M-Exempt D Restricted Stock Units 3,057 0.00 3,057
2024-01-31 Johnson Samuel J Officer M-Exempt A Common Stock 2,751 0.00 74,560
2024-01-31 HICKS KEN C Director / Officer M-Exempt D Restricted Stock Units 1,274 0.00 15,288
2024-01-31 Ford Earl Carlton IV Officer F-InKind D Common Stock 182 64.96 11.8K 7,061
2024-01-30 McCabe Matthew M. Officer M-Exempt D Restricted Stock Units 497 0.00 1,131
2024-01-30 Lawrence Steven Paul Director / Officer F-InKind D Common Stock 555 65.51 36.4K 127,158
2024-01-30 Johnson Samuel J Officer F-InKind D Common Stock 567 65.51 37.1K 71,809
2024-01-30 HICKS KEN C Director / Officer M-Exempt D Restricted Stock Units 1,243 0.00 33,908
2024-01-30 Ford Earl Carlton IV Officer M-Exempt D Restricted Stock Units 497 0.00 1,131
2024-01-02 Tweedy Jeffrey C. Director S-Sale D Common Stock 1,065 64.81 69.0K 9,070
2024-01-02 HICKS KEN C Director / Officer M-Exempt A Common Stock 1,244 0.00 482,844
2023-12-31 HICKS KEN C Director / Officer M-Exempt D Restricted Stock Units 1,274 0.00 16,562
2023-12-30 HICKS KEN C Director / Officer M-Exempt D Restricted Stock Units 1,244 0.00 35,151
2023-12-05 Johnson Samuel J Officer A-Award A Stock Options (Right to Buy) 9,842 54.61 537.5K 9,842
2023-11-30 HICKS KEN C Director / Officer M-Exempt D Restricted Stock Units 1,244 0.00 36,395
2023-11-15 Tweedy Jeffrey C. Director S-Sale D Common Stock 1,065 50.00 53.3K 10,135
2023-10-31 HICKS KEN C Director / Officer M-Exempt A Common Stock 1,274 0.00 480,963
2023-10-30 HICKS KEN C Director / Officer M-Exempt A Common Stock 1,243 0.00 480,306
2023-10-12 Mullican Michael P. Officer F-InKind D Common Stock 21,684 44.31 960.8K 135,594
2023-10-02 HICKS KEN C Director F-InKind D Common Stock 1,249 47.27 59.0K 479,063
2023-09-30 HICKS KEN C Director M-Exempt A Common Stock 1,274 0.00 480,312
2023-09-28 Tweedy Jeffrey C. Director S-Sale D Common Stock 700 46.66 32.7K 11,200
2023-09-12 Tweedy Jeffrey C. Director S-Sale D Common Stock 300 49.44 14.8K 11,900
2023-09-12 Johnson Samuel J Officer M-Exempt A Common Stock 25,578 26.99 690.4K 110,834
2023-09-11 Mullican Michael P. Officer F-InKind D Common Stock 4,302 51.02 219.5K 110,425
2023-09-11 Lawrence Steven Paul Director / Officer F-InKind D Common Stock 4,302 51.02 219.5K 125,700
2023-09-11 Johnson Samuel J Officer F-InKind D Common Stock 3,822 51.02 195.0K 83,304

Executive team

Top executives
EBIT / Employee
51.7K
Shares Outstanding
64.51M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Steve Lawrence CEO 1.08M 7.00M 1.44M 41.7K 9.56M 73.22%
2 2025 Sam Johnson President 861.6K 3.00M 917.2K 35.3K 4.81M 62.32%
3 2025 Carl Ford EVP, CFO 546.6K 1.00M 499.9K 21.2K 2.07M 48.36%
4 2025 Matt McCabe EVP, CMO 546.6K 1.00M 499.9K 21.2K 2.07M 48.36%
5 2024 Steve Lawrence CEO 1.04M 6.50M 1.08M 35.3K 8.66M 75.05%
6 2024 Sam Johnson President 838.0K 3.00M 751.7K 34.9K 4.62M 64.87%
7 2024 Carl Ford EVP, CFO 521.6K 1.25M 402.7K 20.9K 2.20M 56.94%
8 2024 Matt McCabe EVP, CMO 521.6K 1.25M 402.7K 15.3K 2.19M 57.08%
9 2024 Ken Hicks Chairman of the Board, and former Executive Chairman 228.8K 270.2K 147.1K 646.2K 41.82%
10 2023 Ken Hicks Executive Chairman, and former CEO 848.8K 5.62M 1.87M 120.0K 648.3K 9.12M 82.26%
11 2023 Ken Hicks Chairman of the Board, and former Executive Chairman 848.8K 5.62M 1.87M 120.0K 648.3K 9.12M 82.26%
12 2023 Steve Lawrence CEO 949.1K 5.62M 1.87M 148.9K 29.5K 8.63M 86.93%
13 2023 Michael Mullican Former CFO and President 627.7K 3.37M 1.12M 16.9K 5.14M 87.47%
14 2023 Sam Johnson President 728.5K 2.25M 750.0K 103.1K 29.3K 3.86M 77.70%
15 2023 Bill Ennis EVP, CAO 489.4K 1.22M 225.0K 41.3K 27.9K 2.01M 72.19%
16 2023 Carl Ford EVP, CFO 447.0K 999.9K 250.0K 45.4K 21.4K 1.76M 70.87%
17 2023 Matt McCabe EVP, CMO 437.4K 999.9K 250.0K 36.5K 20.4K 1.74M 71.66%
18 2022 Ken Hicks Executive Chairman, and former CEO 1.10M 2.50M 5.00M 1.57M 1.18M 11.36M 66.03%
19 2022 Ken C. Hicks Chairman, President, and Chief Executive Officer 1.10M 2.50M 5.00M 1.57M 1.18M 11.36M 66.03%
20 2022 Ken Hicks Chairman of the Board, and former Executive Chairman 1.10M 2.50M 5.00M 1.57M 1.18M 11.36M 66.03%
21 2022 Steve Lawrence CEO 772.3K 333.0K 667.0K 760.8K 23.4K 2.56M 39.12%
22 2022 Steve P. Lawrence EVP, Chief Merchandising Officer 772.3K 333.0K 667.0K 760.8K 23.4K 2.56M 39.12%
23 2022 Michael P. Mullican EVP, Chief Financial Officer 692.7K 333.0K 667.0K 682.2K 25.4K 2.40M 41.66%
24 2022 Michael Mullican Former CFO and President 692.7K 333.0K 667.0K 682.2K 25.4K 2.40M 41.66%
25 2022 Sam Johnson President 593.0K 333.0K 667.0K 584.1K 25.4K 2.20M 45.40%
26 2022 Sam J. Johnson EVP, Retail Operations 593.0K 333.0K 667.0K 584.1K 25.4K 2.20M 45.40%
27 2022 Manish Maini SVP, Chief Information officer 564.6K 199.8K 400.2K 347.6K 25.4K 1.54M 39.02%
28 2021 Ken C. Hicks Chairman, President, and Chief Executive Officer 1.10M 1.65M 3.35M 3.85M 1.54M 11.48M 43.53%
29 2021 Ken Hicks Executive Chairman, and former CEO 1.10M 1.65M 3.35M 3.85M 1.54M 11.48M 43.53%
30 2021 Steve P. Lawrence EVP, Chief Merchandising Officer 748.6K 1.33M 670.0K 1.80M 22.5K 4.58M 43.71%
31 2021 Steve Lawrence CEO 748.6K 1.33M 670.0K 1.80M 22.5K 4.58M 43.71%
32 2021 Michael P. Mullican EVP, Chief Financial Officer 606.2K 1.33M 670.0K 1.62M 25.0K 4.25M 47.04%
33 2021 Michael Mullican Former CFO and President 606.2K 1.33M 670.0K 1.62M 25.0K 4.25M 47.04%
34 2021 Sam Johnson President 544.8K 1.30M 603.0K 1.39M 24.6K 3.86M 49.28%
35 2021 Sam J. Johnson EVP, Retail Operations 544.8K 1.30M 603.0K 1.39M 24.6K 3.86M 49.28%
36 2021 Manish Maini SVP, Chief Information officer 532.8K 948.0K 402.0K 783.8K 24.5K 2.69M 50.17%
37 2020 Ken C. Hicks Chairman, President, and Chief Executive Officer 1.00M 6.17M 2.37M 4.95M 952.1K 15.44M 55.27%
38 2020 Steve P. Lawrence EVP, Chief Merchandising Officer 663.9K 2.42M 603.3K 1.75M 25.5K 5.45M 55.37%
39 2020 Michael P. Mullican EVP, Chief Financial Officer 462.1K 100.0K 2.30M 434.4K 1.01M 17.3K 4.33M 63.20%
40 2020 Sam J. Johnson EVP, Retail Operations 453.3K 2.30M 434.4K 993.0K 19.1K 4.20M 65.11%
41 2020 Jamey T. Rutherford SVP, Omnichannel 318.0K 1.62M 168.9K 509.3K 18.6K 2.63M 67.85%
42 2020 Manish Maini SVP, Chief Information officer 442.9K 966.8K 314.1K 709.4K 19.1K 2.45M 52.23%
43 2019 Ken C. Hicks Chairman, President, and Chief Executive Officer 1.10M 2.81M 1.87M 1.09M 6.87M 40.90%
44 2019 Steve P. Lawrence EVP, Chief Merchandising Officer 677.6K 200.0K 1.43M 858.7K 3.17M 45.15%
45 2019 Michael P. Mullican EVP, Chief Financial Officer 487.8K 571.3K 505.4K 23.7K 1.59M 35.97%
46 2019 Sam J. Johnson EVP, Retail Operations 463.9K 499.9K 480.5K 53.9K 1.50M 33.37%
47 2019 Manish Maini SVP, Chief Information officer 466.9K 464.2K 362.8K 23.6K 1.32M 35.23%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-21 DEFA14A
2026-04-21 DEF 14A
2025-05-09 DEFA14A
2025-04-21 DEFA14A
2025-04-21 DEF 14A
2025-04-09 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 SD
2026-05-14 8-K
2026-05-04 8-K
2026-05-04 8-K
2026-04-29 SC 13G
2026-04-28 SC 13G
2026-04-21 DEFA14A
2026-04-21 DEF 14A
2026-04-21 ARS
2026-04-17 4

Executive team

NameTitleCompensationGender
Steven Paul Lawrence Chief Executive Officer & Director 2M male
Samuel J. Johnson President 2M male
Earl Carlton Ford Executive Vice President & Chief Financial Officer 945.2K male
Matthew McCabe Executive Vice President & Chief Merchandising Officer 939.6K male
Jamey Traywick Rutherford Senior Vice President of Omni-Channel 845.9K female
William S. Ennis Executive Vice President & Chief Administrative Officer 558.6K male
Eric Friederich Senior Vice President of Retail Operations male
Elise Hasbrook Vice President of Communications
Dan A. Aldridge Vice President of Investor Relations male
Sumit Anand Executive Vice President & Chief Information Officer male
Brandy L. Treadway Executive Vice President, Chief Legal Officer & Corporate Secretary female
ESG Rating
B
SPECIALTY RETAIL
Rank: 61 out of 92
2026
E (Environmental)
56.1 / 59.7
Company / Sector avg.
S (Social)
57.7 / 56.1
Company / Sector avg.
G (Governance)
57.6 / 56.1
Company / Sector avg.
ESG Total
57.1 / 57.3
Company / Sector avg.
ESG Score History SPECIALTY RETAIL
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
2023-02-06 2023-03-01 Eric Burlison MO07 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits