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Saul Centers, Inc. (BFS)

USD35.77 -0.48 (-1.32%)
US NYSE Real Estate REIT - Retail
Address 7501 Wisconsin Avenue 20814
Bethesda, MD, US
CEO Bernard Francis Saul
IPO 1993-08-19
CIK 907254 ISIN US8043951016

Explore sections of this company profile

Also trades on New York Stock Exchange · BFS (USD) New York Stock Exchange · BFS-PD (USD) New York Stock Exchange · BFS-PE (USD)
Description

Saul Centers, Inc. (BFS) is a self-managed and self-administered equity REIT, headquartered in Bethesda, Maryland. The company actively operates and oversees a real estate portfolio of 60 properties. This portfolio encompasses 50 community and neighborhood shopping centers, as well as seven mixed-use developments, which together provide approximately 9.8 million square feet of leasable area. Additionally, it includes three properties designated as land or for future development. A significant portion of the company's operational revenue, around 85%, originates from its properties located within the metropolitan Washington, DC, and Baltimore regions.

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
USD35.77 -0.48 (-1.32%)
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Volume Profile
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Liquidity & share structure
Average Volume
75.6K
Beta
0.88
Float Shares
13.45M
Free Float %
54.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.03% +0.03% +1.65% +0.23% +16.24% +9.20% +2.96% +1.89% -16.88% -39.65% +72.15%
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
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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 (7 ratings, all time) Hold
Price Targets & DCF
Current price
35.77
Low 43.50 +21.6%
Consensus 43.50 +21.6%
Median 43.50 +21.6%
High 43.50 +21.6%
DCF (Unlevered) 322.16 +800.6%
DCF (Levered) 259.60 +625.7%

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) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
43.50
+21.6%
Quality scores
Altman Z-Score
-0.20
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +8.5% Q1'26: +8.9% (vs Q1'25)
  • EPS growth
    -4.9% Q1'26: -10.3% (vs Q1'25)
  • FCF margin
    Q1'26: +37.4% (vs Q1'25)
  • EBIT margin
    Q1'26: +15.4% (vs Q1'25)
  • ROIC
    Q1'26: +3.2% (vs Q1'25)
  • Share dilution
    +0.3% Q1'26: +0.1% (vs Q1'25)
  • Debt / EBITDA
    8.97× Q1'26: 9.50× (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 (0.90) × ERP
WACC = 34% × Ke + 66% × Kd (4.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 318.69 Current price: 35.77
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 2007
actual
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
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
150.59M
est: 147.88M (+1.8%)
209.08M
est: 206.05M (+1.5%)
217.07M
est: 198.71M (+9.2%)
227.29M
est: 222.81M (+2.0%)
227.90M
est: 226.05M (+0.8%)
231.53M
est: 227.41M (+1.8%)
225.21M
est: 222.02M (+1.4%)
239.23M
est: 239.67M (-0.2%)
245.86M
est: 241.88M (+1.6%)
257.21M
est: 260.85M (-1.4%)
268.85M
est: 269.87M (-0.4%)
291.57M
est: 288.00M (+1.2%)
304.15M
304.15M – 304.15M
+5.6% YoY
315.69M
315.69M – 315.69M
+3.8% YoY
327.79M
327.79M – 327.79M
+3.8% YoY
385.85M
385.85M – 385.85M
+17.7% YoY
EBITDA
71.85M
est: 70.18M (+2.4%)
96.20M
est: 132.85M (-27.6%)
100.13M
est: 128.12M (-21.8%)
106.29M
est: 143.66M (-26.0%)
217.50M
est: 145.75M (+49.2%)
147.00M
est: 146.62M (+0.3%)
146.53M
est: 143.15M (+2.4%)
155.64M
est: 154.53M (+0.7%)
156.39M
est: 118.06M (+32.5%)
166.61M
est: 166.19M (+0.3%)
171.72M
est: 171.94M (-0.1%)
178.55M
est: 183.49M (-2.7%)
193.78M
193.78M – 193.78M
+5.6% YoY
201.13M
201.13M – 201.13M
+3.8% YoY
208.84M
208.84M – 208.84M
+3.8% YoY
245.83M
245.83M – 245.83M
+17.7% YoY
EBIT
79.24M
est: 44.55M (+77.8%)
96.66M
est: 91.13M (+6.1%)
101.06M
est: 87.88M (+15.0%)
106.50M
est: 98.54M (+8.1%)
106.49M
est: 99.97M (+6.5%)
106.47M
est: 100.58M (+5.9%)
95.41M
est: 98.19M (-2.8%)
105.37M
est: 106.00M (-0.6%)
107.42M
est: 87.71M (+22.5%)
118.18M
est: 114.70M (+3.0%)
121.22M
est: 118.66M (+2.2%)
119.77M
est: 126.63M (-5.4%)
133.73M
133.73M – 133.73M
+5.6% YoY
138.81M
138.81M – 138.81M
+3.8% YoY
144.13M
144.13M – 144.13M
+3.8% YoY
169.66M
169.66M – 169.66M
+17.7% YoY
Net Income
36.70M
est: 35.93M (+2.2%)
42.47M
45.28M
48.26M
50.55M
51.72M
40.38M
48.39M
50.19M
est: 50.96M (-1.5%)
52.69M
est: 41.88M (+25.8%)
50.65M
est: 41.41M (+22.3%)
37.51M
est: 29.30M (+28.0%)
13.80M
13.80M – 13.80M
-52.9% YoY
19.38M
19.38M – 19.38M
+40.4% YoY
25.19M
25.19M – 25.19M
+30.0% YoY
37.78M
37.78M – 37.78M
+50.0% YoY
SGA
11.67M
est: 11.49M (+1.6%)
16.35M
est: 18.34M (-10.8%)
17.50M
est: 17.69M (-1.1%)
18.18M
est: 19.83M (-8.3%)
18.46M
est: 20.12M (-8.3%)
20.79M
est: 20.24M (+2.7%)
19.11M
est: 19.76M (-3.3%)
20.25M
est: 21.33M (-5.1%)
22.39M
est: 18.19M (+23.1%)
23.46M
est: 23.61M (-0.6%)
25.07M
est: 24.43M (+2.6%)
26.93M
est: 26.07M (+3.3%)
27.53M
27.53M – 27.53M
+5.6% YoY
28.57M
28.57M – 28.57M
+3.8% YoY
29.67M
29.67M – 29.67M
+3.8% YoY
34.92M
34.92M – 34.92M
+17.7% YoY
EPS
1.63
est: 1.56 (+4.5%)
1.42
1.53
1.64
2.26
2.25
1.25
1.57
1.63
est: 2.67 (-38.8%)
1.73
est: 1.73 (+0.0%)
1.64
est: 1.71 (-4.1%)
1.55
est: 1.21 (+28.1%)
0.57
0.57 – 0.57
-52.9% YoY
0.80
0.80 – 0.80
+40.4% YoY
1.04
1.04 – 1.04
+30.0% YoY
1.56
1.56 – 1.56
+50.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B+ 3/5 5/5 5/5 4/5 1/5 2/5 2/5
2026-05-06 B+ 3/5 5/5 5/5 4/5 1/5 2/5 2/5
2026-05-05 B+ 3/5 5/5 5/5 4/5 1/5 2/5 2/5
2026-05-04 B+ 3/5 5/5 5/5 4/5 1/5 2/5 2/5
2026-05-01 B+ 3/5 5/5 5/5 4/5 1/5 2/5 2/5
2026-04-30 B+ 3/5 5/5 5/5 4/5 1/5 2/5 2/5
2026-04-29 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-28 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-27 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-24 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-23 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-22 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-21 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-20 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-17 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-16 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
130.68M
OE per share TTM
5.40
Owner's Yield
15.79%
Maintenance CapEx ratio
8.99%
Maint CapEx / Avg PPE
83.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
42
Total invested
7.99M
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 52-0556948 2.12M 8.90% 769.7K 2.12M IA Maryland 2022-02-14
2 85-4328500 2.12M 8.90% 763.8K 2.12M IA Maryland 2023-02-14
3 The Vanguard Group - 23-1945930 2.11M 8.90% 21.5K 2.08M 33.6K IA Pennsylvania For 2022-02-10
4 (1) BlackRock, Inc. 1.92M 8.20% 1.91M 1.92M HC Delaware 2021-02-01
5 Principal Real Estate Investors, LLC 1.10M 5.30% IA Delaware 2015-02-13
6 Deutsche Bank AG* 1.09M 6.16% 667.4K 1.08M 11.8K BK, HC, CO Federal Republic of Germany 2008-01-29
7 RREEF America, L.L.C. 1.04M 5.84% 622.1K 1.04M IA, CO Delaware 2008-01-29
8 04-2683227 920.0K 5.18% 759.1K IA Massachusetts 2008-02-14
9 061523639 239.0K 5.98% 57.8K 172.5K 239.0K BD, IA Delaware 2006-02-15
10 Deutsche Investment Management Americas 45.3K 0.25% 45.3K 45.3K IA, CO Delaware 2008-01-29
11 Deutsche Bank Trust Company National Association 11.8K 0.06% 11.8K BK, CO Federal Republic of Germany 2008-01-29

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
42
-133 vs prev Q
New positions
2
Closed positions
135
Increased
18
Reduced
12
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 BLACKROCK, INC. 2.15M +76.4K (+3.7%) 67.81M +1.7M (+2.6%) 8.89% +0.316 pp 0.00% +0.000 pp USD41.16 -23.4% 6 qtrs
2 VANGUARD GROUP INC 1.97M +56.8K (+3.0%) 62.02M +1.1M (+1.9%) 8.13% +0.235 pp 0.00% +0.000 pp USD57.79 -45.4% 84 qtrs
3 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 1.26M -7.5K (-0.6%) 39.66M -665.0K (-1.6%) 5.20% -0.031 pp 0.03% +0.000 pp USD37.49 -15.9% 14 qtrs
4 ADAGE CAPITAL PARTNERS GP, L.L.C. 740.0K +50.8K (+7.4%) 23.33M +1.4M (+6.2%) 3.06% +0.210 pp 0.04% +0.001 pp USD37.94 -16.9% 10 qtrs
5 PRINCIPAL FINANCIAL GROUP INC 606.5K -25.9K (-4.1%) 19.12M -1.0M (-5.1%) 2.51% -0.107 pp 0.01% 0.000 pp USD40.63 -22.4% 78 qtrs
6 STATE STREET CORP 492.8K +96.0 (+0.0%) 15.54M -164.5K (-1.0%) 2.04% +0.000 pp 0.00% +0.000 pp USD47.82 -34.1% 51 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 326.6K -1.1K (-0.3%) 10.30M -145.9K (-1.4%) 1.35% -0.005 pp 0.00% +0.000 pp USD42.36 -25.6% 78 qtrs
8 AMERIPRISE FINANCIAL INC 250.0K +60.1K (+31.7%) 7.88M +1.8M (+30.3%) 1.03% +0.249 pp 0.00% +0.000 pp USD31.96 -1.3% 55 qtrs
9 RENAISSANCE TECHNOLOGIES LLC 225.6K -56.0K (-19.9%) 7.11M -1.9M (-20.7%) 0.93% -0.232 pp 0.01% -0.001 pp USD48.18 -34.6% 83 qtrs
10 MORGAN STANLEY 222.0K +23.6K (+11.9%) 7.00M +675.6K (+10.7%) 0.92% +0.097 pp 0.00% +0.000 pp USD42.20 -25.3% 51 qtrs
11 DIMENSIONAL FUND ADVISORS LP 200.9K +3.2K (+1.6%) 6.33M +33.9K (+0.5%) 0.83% +0.013 pp 0.00% +0.000 pp USD44.67 -29.4% 51 qtrs
12 INVESCO LTD. 166.1K +6.7K (+4.2%) 5.24M +156.1K (+3.1%) 0.69% +0.028 pp 0.00% +0.000 pp USD41.55 -24.1% 57 qtrs
13 NORTHERN TRUST CORP 138.3K -7.9K (-5.4%) 4.36M -299.4K (-6.4%) 0.57% -0.033 pp 0.00% +0.000 pp USD44.67 -29.4% 51 qtrs
14 MAN GROUP PLC 130.8K -11.8K (-8.3%) 4.12M -419.7K (-9.2%) 0.54% -0.049 pp 0.01% -0.001 pp USD37.05 -14.9% 9 qtrs
15 MILLENNIUM MANAGEMENT LLC 120.7K +7.1K (+6.3%) 3.81M +185.7K (+5.1%) 0.50% +0.029 pp 0.00% +0.000 pp USD35.97 -12.3% 14 qtrs
16 BANK OF NEW YORK MELLON CORP 119.8K +11.3K (+10.4%) 3.78M +318.0K (+9.2%) 0.50% +0.047 pp 0.00% +0.000 pp USD41.83 -24.6% 66 qtrs
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 118.6K +5.3K (+4.7%) 3.74M +127.8K (+3.5%) 0.49% +0.022 pp 0.00% +0.000 pp USD44.66 -29.4% 100 qtrs
18 CARY STREET PARTNERS FINANCIAL LLC 92.3K +6.6K (+7.7%) 2.91M +179.8K (+6.6%) 0.38% +0.027 pp 0.07% +0.001 pp USD36.89 -14.5% 5 qtrs
19 GOLDMAN SACHS GROUP INC 88.5K +26.6K (+43.0%) 2.79M +817.8K (+41.5%) 0.37% +0.110 pp 0.00% +0.000 pp USD36.83 -14.4% 73 qtrs
20 JPMORGAN CHASE & CO 87.8K -37.5K (-29.9%) 2.77M -1.2M (-30.7%) 0.36% -0.155 pp 0.00% 0.000 pp USD37.03 -14.9% 51 qtrs
21 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 74.4K +20.6K (+38.4%) 2.35M +632.4K (+36.9%) 0.31% +0.085 pp 0.00% +0.000 pp USD34.24 -7.9% 7 qtrs
22 WELLS FARGO & COMPANY/MN 60.3K +5.4K (+9.8%) 1.90M +150.3K (+8.6%) 0.25% +0.022 pp 0.00% +0.000 pp USD49.63 -36.5% 57 qtrs
23 BROWN ADVISORY INC 53.9K -4.0K (-6.9%) 1.70M -146.4K (-7.9%) 0.22% -0.017 pp 0.00% +0.000 pp USD42.28 -25.4% 62 qtrs
24 WEALTHEDGE INVESTMENT ADVISORS, LLC 51.7K -6.8K (-11.6%) 1.63M -234.9K (-12.6%) 0.21% -0.028 pp 0.60% -0.103 pp USD33.75 -6.6% 4 qtrs
25 DENALI ADVISORS LLC 48.4K +25.0K (+106.4%) 1.53M +778.8K (+104.2%) 0.20% +0.103 pp 0.17% +0.085 pp USD33.58 -6.1% 5 qtrs
26 QUBE RESEARCH & TECHNOLOGIES LTD 45.4K -35.9K (-44.1%) 1.43M -1.2M (-44.7%) 0.19% -0.148 pp 0.00% -0.001 pp USD37.63 -16.2% 9 qtrs
27 AQR CAPITAL MANAGEMENT LLC 45.4K +4.6K (+11.2%) 1.43M +130.2K (+10.0%) 0.19% +0.019 pp 0.00% 0.000 pp USD35.98 -12.4% 44 qtrs
28 PUBLIC SECTOR PENSION INVESTMENT BOARD 43.1K -5.0K (-10.5%) 1.36M -175.1K (-11.4%) 0.18% -0.021 pp 0.00% -0.001 pp USD39.78 -20.7% 58 qtrs
29 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 42.1K +1.6K (+3.9%) 1.33M +37.1K (+2.9%) 0.17% +0.007 pp 0.00% +0.000 pp USD35.63 -11.5% 4 qtrs
30 ROYAL BANK OF CANADA 37.7K +1.2K (+3.2%) 1.19M +23.0K (+2.0%) 0.16% +0.005 pp 0.00% +0.000 pp USD38.45 -18.0% 51 qtrs
31 PENSERRA CAPITAL MANAGEMENT LLC 36.9K +4.4K (+13.5%) 1.16M +127.0K (+12.2%) 0.15% +0.018 pp 0.01% +0.001 pp USD33.76 -6.6% 3 qtrs
32 NORGES BANK 34.9K +34.9K (+100.0%) 1.10M +1.1M (+100.0%) 0.14% +0.144 pp 0.00% +0.000 pp USD31.53 +0.0% 1 qtrs NEW
33 RHUMBLINE ADVISERS 34.8K -1.1K (-3.2%) 1.10M -48.3K (-4.2%) 0.14% -0.005 pp 0.00% +0.000 pp USD44.05 -28.4% 55 qtrs
34 BEACON INVESTMENT ADVISORS LLC 32.2K +77.0 (+0.2%) 1.02M -8.5K (-0.8%) 0.13% +0.000 pp 0.41% -0.011 pp USD40.05 -21.3% 13 qtrs
35 LEGAL & GENERAL GROUP PLC 31.6K -2.0K (-6.0%) 997.2K -74.8K (-7.0%) 0.13% -0.008 pp 0.00% +0.000 pp USD45.96 -31.4% 75 qtrs
36 BARCLAYS PLC 31.2K +10.3K (+49.1%) 984.2K +105.9K (+12.1%) 0.13% +0.043 pp 0.00% +0.000 pp USD36.30 -13.1% 51 qtrs
37 LAZARD ASSET MANAGEMENT LLC 31.2K +— (+0.0%) 983.6K -10.6K (-1.1%) 0.13% +0.000 pp 0.00% +0.000 pp USD40.01 -21.2% 15 qtrs
38 PRICE T ROWE ASSOCIATES INC /MD/ 30.1K +5.7K (+23.2%) 948.0K +170.0K (+21.9%) 0.12% +0.023 pp 0.00% +0.000 pp USD37.53 -16.0% 75 qtrs
39 CROSSINGBRIDGE ADVISORS, LLC 30.0K +— (+0.0%) 946.5K +5.7K (+0.6%) 0.12% +0.000 pp 0.27% -0.215 pp USD37.25 -15.4% 5 qtrs
40 ALPHACENTRIC ADVISORS LLC 30.0K +30.0K (+100.0%) 945.9K +945.9K (+100.0%) 0.12% +0.124 pp 0.94% +0.943 pp USD31.53 +0.0% 1 qtrs NEW
41 CHEVY CHASE TRUST HOLDINGS, LLC 29.7K +— (+0.0%) 935.6K -10.1K (-1.1%) 0.12% +0.000 pp 0.00% 0.000 pp USD49.57 -36.4% 64 qtrs
42 NUVEEN, LLC 29.6K +5.0K (+20.3%) 932.6K +149.1K (+19.0%) 0.12% +0.021 pp 0.00% +0.000 pp USD35.30 -10.7% 4 qtrs
43 QUANTINNO CAPITAL MANAGEMENT LP 29.0K +14.1K (+94.7%) 915.8K +440.4K (+92.6%) 0.12% +0.058 pp 0.00% +0.001 pp USD32.90 -4.2% 4 qtrs
44 TWO SIGMA INVESTMENTS, LP 27.7K +6.9K (+33.1%) 872.2K +210.0K (+31.7%) 0.11% +0.028 pp 0.00% +0.000 pp USD35.86 -12.1% 10 qtrs
45 PANAGORA ASSET MANAGEMENT INC 26.7K -7.2K (-21.3%) 840.5K -238.9K (-22.1%) 0.11% -0.030 pp 0.00% -0.001 pp USD38.05 -17.1% 27 qtrs
46 SWISS NATIONAL BANK 26.4K +1.0K (+3.9%) 831.9K +22.9K (+2.8%) 0.11% +0.004 pp 0.00% +0.000 pp USD47.54 -33.7% 51 qtrs
47 UBS GROUP AG 25.9K +1.9K (+7.9%) 817.9K +51.5K (+6.7%) 0.11% +0.008 pp 0.00% +0.000 pp USD36.62 -13.9% 45 qtrs
48 BANK OF AMERICA CORP /DE/ 24.4K +6.7K (+38.1%) 768.2K +205.9K (+36.6%) 0.10% +0.028 pp 0.00% +0.000 pp USD36.86 -14.5% 52 qtrs
49 EXCHANGE TRADED CONCEPTS, LLC 23.5K -690.0 (-2.8%) 742.4K -30.0K (-3.9%) 0.10% -0.003 pp 0.01% -0.001 pp USD35.71 -11.7% 4 qtrs
50 ALLIANZ ASSET MANAGEMENT GMBH 20.6K +20.6K (+100.0%) 650.7K +650.7K (+100.0%) 0.09% +0.085 pp 0.00% +0.001 pp USD31.53 +0.0% 1 qtrs NEW
51 SARGENT INVESTMENT GROUP, LLC 20.4K -2.9K (-12.5%) 641.7K -99.3K (-13.4%) 0.08% -0.012 pp 0.08% -0.025 pp USD41.59 -24.2% 20 qtrs
52 VOYA INVESTMENT MANAGEMENT LLC 19.9K +336.0 (+1.7%) 626.3K +4.0K (+0.6%) 0.08% +0.001 pp 0.00% +0.000 pp USD38.16 -17.4% 35 qtrs
53 HORIZON INVESTMENTS, LLC 19.8K +19.8K (+100.0%) 614.0K +614.0K (+100.0%) 0.08% +0.082 pp 0.01% +0.008 pp USD31.53 +0.0% 1 qtrs NEW
54 NOMURA ASSET MANAGEMENT CO LTD 18.8K +1.9K (+11.2%) 593.7K +54.2K (+10.0%) 0.08% +0.008 pp 0.00% +0.000 pp USD43.74 -27.9% 45 qtrs
55 NEW YORK STATE COMMON RETIREMENT FUND 18.6K +7.3K (+64.6%) 586.4K +226.3K (+62.9%) 0.08% +0.030 pp 0.00% +0.000 pp USD36.97 -14.7% 61 qtrs
56 CREATIVE PLANNING 18.0K +18.0K (+100.0%) 568.5K +568.5K (+100.0%) 0.07% +0.075 pp 0.00% +0.000 pp USD31.53 +0.0% 3 qtrs
57 GREAT WEST LIFE ASSURANCE CO /CAN/ 17.5K +2.6K (+17.6%) 552.0K +85.0K (+18.2%) 0.07% +0.011 pp 0.00% +0.000 pp USD47.03 -33.0% 49 qtrs
58 ASSET MANAGEMENT ONE CO., LTD. 17.5K +— (+0.0%) 550.7K -5.6K (-1.0%) 0.07% +0.000 pp 0.00% 0.000 pp USD42.93 -26.6% 53 qtrs
59 TWO SIGMA ADVISERS, LP 16.3K -5.6K (-25.6%) 513.9K -184.0K (-26.4%) 0.07% -0.023 pp 0.00% 0.000 pp USD38.19 -17.4% 10 qtrs
60 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 15.5K -5.0 (0.0%) 489.5K -5.4K (-1.1%) 0.06% +0.000 pp 0.00% +0.000 pp USD43.65 -27.8% 52 qtrs
61 QUEST PARTNERS LLC 15.3K -2.3K (-13.1%) 480.9K -78.2K (-14.0%) 0.06% -0.010 pp 0.03% -0.010 pp USD36.24 -13.0% 8 qtrs
62 INSPIRE INVESTING, LLC 14.9K +607.0 (+4.3%) 468.5K +14.3K (+3.1%) 0.06% +0.003 pp 0.04% -0.002 pp USD36.78 -14.3% 20 qtrs
63 MACKENZIE FINANCIAL CORP 14.3K +14.3K (+100.0%) 449.9K +449.9K (+100.0%) 0.06% +0.059 pp 0.00% +0.001 pp USD31.53 +0.0% 5 qtrs
64 STATE OF ALASKA, DEPARTMENT OF REVENUE 13.5K +45.0 (+0.3%) 423.0K -3.0K (-0.7%) 0.06% +0.000 pp 0.00% +0.000 pp USD46.73 -32.5% 37 qtrs
65 ALLIANCEBERNSTEIN L.P. 13.4K +— (+0.0%) 420.9K -4.5K (-1.1%) 0.06% +0.000 pp 0.00% +0.000 pp USD42.13 -25.2% 61 qtrs
66 DEUTSCHE BANK AG\ 13.2K +689.0 (+5.5%) 415.9K +17.5K (+4.4%) 0.05% +0.003 pp 0.00% +0.000 pp USD35.30 -10.7% 50 qtrs
67 DEKABANK DEUTSCHE GIROZENTRALE 10.4K +— (+0.0%) 411.0K +89.0K (+27.6%) 0.04% +0.000 pp 0.00% +0.000 pp USD35.27 -10.6% 10 qtrs
68 RUSSELL INVESTMENTS GROUP, LTD. 13.0K +420.0 (+3.3%) 410.7K +9.0K (+2.2%) 0.05% +0.002 pp 0.00% +0.000 pp USD36.58 -13.8% 13 qtrs
69 XML FINANCIAL, LLC 12.6K -5.0K (-28.4%) 396.8K -163.6K (-29.2%) 0.05% -0.021 pp 0.03% -0.013 pp USD38.02 -17.1% 18 qtrs
70 SUMITOMO MITSUI TRUST HOLDINGS, INC. 12.2K -191.0 (-1.5%) 384.6K -10.2K (-2.6%) 0.05% -0.001 pp 0.00% +0.000 pp USD47.96 -34.3% 59 qtrs
71 PRUDENTIAL FINANCIAL INC 12.0K -976.0 (-7.5%) 378.9K -35.2K (-8.5%) 0.05% -0.004 pp 0.00% +0.000 pp USD32.28 -2.3% 61 qtrs
72 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 11.1K +— (+0.0%) 351.8K -3.5K (-1.0%) 0.05% +0.000 pp 0.00% +0.000 pp USD39.38 -19.9% 58 qtrs
73 FRANKLIN RESOURCES INC 11.1K +— (+0.0%) 350.1K -3.8K (-1.1%) 0.05% +0.000 pp 0.00% +0.000 pp USD40.15 -21.5% 18 qtrs
74 11.1K +11.1K (+100.0%) 348.7K +348.7K (+100.0%) 0.05% +0.046 pp 0.25% +0.251 pp USD31.53 +0.0% 1 qtrs NEW
75 SEI INVESTMENTS CO 10.6K +10.6K (+100.0%) 334.6K +334.6K (+100.0%) 0.04% +0.044 pp 0.00% +0.000 pp USD31.53 +0.0% 1 qtrs NEW
76 GUGGENHEIM CAPITAL LLC 10.4K +1.2K (+12.5%) 327.3K +33.2K (+11.3%) 0.04% +0.005 pp 0.00% +0.000 pp USD31.83 -0.9% 2 qtrs
77 JANE STREET GROUP, LLC 9.7K +9.7K (+100.0%) 305.7K +305.7K (+100.0%) 0.04% +0.040 pp 0.00% +0.000 pp USD31.53 +0.0% 9 qtrs
78 EVERGREEN CAPITAL MANAGEMENT LLC 9.5K +9.5K (+100.0%) 299.5K +299.5K (+100.0%) 0.04% +0.039 pp 0.01% +0.007 pp USD31.53 +0.0% 1 qtrs NEW
79 MERCER GLOBAL ADVISORS INC /ADV 9.2K +9.2K (+100.0%) 289.3K +289.3K (+100.0%) 0.04% +0.038 pp 0.00% +0.000 pp USD31.53 +0.0% 1 qtrs NEW
80 BNP PARIBAS ARBITRAGE, SNC 9.2K -1.4K (-13.5%) 288.8K -48.7K (-14.4%) 0.04% -0.006 pp 0.00% +0.000 pp USD36.70 -14.1% 49 qtrs
81 THRIVENT FINANCIAL FOR LUTHERANS 8.6K -410.0 (-4.6%) 270.0K -16.0K (-5.6%) 0.04% -0.002 pp 0.00% 0.000 pp USD48.30 -34.7% 74 qtrs
82 IEQ CAPITAL, LLC 8.5K +1.8K (+27.2%) 267.3K +54.8K (+25.8%) 0.04% +0.008 pp 0.00% +0.000 pp USD31.80 -0.8% 6 qtrs
83 METLIFE INVESTMENT MANAGEMENT, LLC 8.2K -1.0 (0.0%) 258.7K -2.8K (-1.1%) 0.03% +0.000 pp 0.00% +0.000 pp USD51.79 -39.1% 33 qtrs
84 FIRST TRUST ADVISORS LP 8.1K +8.1K (+100.0%) 256.9K +256.9K (+100.0%) 0.03% +0.034 pp 0.00% +0.000 pp USD31.53 +0.0% 1 qtrs NEW
85 SG AMERICAS SECURITIES, LLC 8.0K +1.0K (+15.0%) 253.0K +31.0K (+14.0%) 0.03% +0.004 pp 0.00% 0.000 pp USD31.83 -0.9% 6 qtrs
86 PHARVISION ADVISERS, LLC 7.9K +7.9K (+100.0%) 247.9K +247.9K (+100.0%) 0.03% +0.033 pp 0.13% +0.126 pp USD31.53 +0.0% 1 qtrs NEW
87 PNC FINANCIAL SERVICES GROUP, INC. 7.4K +1.7K (+29.2%) 234.6K +51.1K (+27.8%) 0.03% +0.007 pp 0.00% +0.000 pp USD33.76 -6.6% 51 qtrs
88 MARTINGALE ASSET MANAGEMENT L P 7.4K -10.0K (-57.5%) 233.5K -321.8K (-57.9%) 0.03% -0.041 pp 0.01% -0.008 pp USD44.92 -29.8% 18 qtrs
89 NEWEDGE ADVISORS, LLC 7.2K +7.2K (+100.0%) 227.6K +227.6K (+100.0%) 0.03% +0.030 pp 0.00% +0.001 pp USD31.53 +0.0% 1 qtrs NEW
90 INCEPTIONR LLC 7.0K +7.0K (+100.0%) 220.3K +220.3K (+100.0%) 0.03% +0.029 pp 0.06% +0.061 pp USD31.53 +0.0% 3 qtrs
91 GSA CAPITAL PARTNERS LLP 6.9K -17.6K (-71.8%) 217.0K -563.0K (-72.2%) 0.03% -0.073 pp 0.02% -0.046 pp USD36.18 -12.9% 13 qtrs
92 ALPS ADVISORS INC 6.9K -2.8K (-28.8%) 216.9K -90.9K (-29.5%) 0.03% -0.012 pp 0.00% -0.001 pp USD38.65 -18.4% 13 qtrs
93 ILLINOIS MUNICIPAL RETIREMENT FUND 6.9K +96.0 (+1.4%) 216.8K +722.0 (+0.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD34.92 -9.7% 10 qtrs
94 CITIGROUP INC 6.7K -2.2K (-25.2%) 209.7K -73.6K (-26.0%) 0.03% -0.009 pp 0.00% +0.000 pp USD41.83 -24.6% 55 qtrs
95 JACOBS LEVY EQUITY MANAGEMENT, INC 6.6K -1.6K (-19.4%) 209.4K -53.3K (-20.3%) 0.03% -0.007 pp 0.00% 0.000 pp USD35.27 -10.6% 4 qtrs
96 FMR LLC 5.9K +2.6K (+78.0%) 184.9K +79.9K (+76.2%) 0.02% +0.011 pp 0.00% +0.000 pp USD35.08 -10.1% 19 qtrs
97 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.7K -68.0 (-1.2%) 180.4K -4.1K (-2.2%) 0.02% 0.000 pp 0.00% +0.000 pp USD36.39 -13.4% 7 qtrs
98 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 5.6K -247.0 (-4.2%) 176.0K -10.0K (-5.4%) 0.02% -0.001 pp 0.00% +0.000 pp USD47.79 -34.0% 51 qtrs
99 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 5.6K +1.2K (+28.1%) 175.9K +37.1K (+26.7%) 0.02% +0.005 pp 0.00% +0.000 pp USD38.72 -18.6% 52 qtrs
100 RESONA ASSET MANAGEMENT CO.,LTD. 5.4K -32.0 (-0.6%) 170.9K -216.0 (-0.1%) 0.02% 0.000 pp 0.00% +0.000 pp USD37.21 -15.3% 8 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 119 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD 2.82% 2.05M 0.30%
2 ALPS REIT Dividend Dogs ETF RDOG 2.20% 249.8K 0.35%
3 Hoya Capital High Dividend Yield ETF RIET 1.23% 1.32M 0.50%
4 Principal Real Estate Active Opportunities ETF BYRE 1.17% 309.7K 0.60%
5 Invesco S&P SmallCap Low Volatility ETF XSLV 1.05% 2.55M 0.25%
6 ETC 6 Meridian Low Beta Equity ETF SIXL 0.43% 795.6K 0.47%
7 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.34% 863.6K 0.12%
8 Inspire Small/Mid Cap ETF ISMD 0.19% 640.6K 0.53%
9 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.16% 141.4K 0.89%
10 TD Q U.S. Small-Mid-Cap Equity ETF TQSM.TO 0.12% 824.5K 0.45%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
613.87
Shares disposed
Cash buys
Cash sales
Net activity
+614
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 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 614 0.00 4,375 D
2026-03-30 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 500 20.60 10.3K 4,500 D
2026-03-11 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Common Stock 4,000 0.00 240,154 D
2026-03-11 Pearson David Todd Director / Officer M-Exempt D Performance Shares 3,500 0.00 14,000 D
2026-03-11 Lotuff Patricia Saul Director / Officer M-Exempt D Performance Shares 400 0.00 1,200 D
2026-03-11 Laycock Willoughby B. Director / Officer A-Award A Common Stock 100 0.00 4,370 D
2026-03-11 Heard Carlos Lawrence Officer A-Award A Common Stock 400 0.00 5,931 D
2026-03-11 Hachey Donald A Officer A-Award A Common Stock 300 0.00 4,278 D
2026-03-11 Guevara Bettina T. Officer M-Exempt D Performance Shares 500 0.00 2,000 D
2026-03-11 Godby Lori Officer A-Award A Common Stock 100 0.00 1,416 D
2026-03-11 Garland Judith K. Officer A-Award A Common Stock 250 0.00 3,489 D
2026-03-11 Friedman Joel Albert Officer A-Award A Common Stock 400 0.00 6,010 D
2026-03-11 Friedlis Zachary Maxwell Director / Officer A-Award A Common Stock 300 0.00 5,206 D
2026-03-11 Collich John Officer M-Exempt D Performance Shares 300 0.00 900 D
2026-01-05 CLANCY GEORGE PATRICK JR Director M-Exempt A Common Stock 3,690 31.50 116.2K 20,605 D
2026-01-02 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 634 0.00 7,380 D
2025-11-20 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 300 20.55 6.2K 4,000 D
2025-11-18 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 600 20.35 12.2K 3,700 D
2025-11-17 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 600 20.54 12.3K 3,100 D
2025-11-14 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 450 20.50 9.2K 2,500 D
2025-11-13 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 450 20.60 9.3K 2,050 D
2025-11-12 Pearson David Todd Director / Officer P-Purchase A Common Stock 3,348 29.86 100.0K 50,567 D
2025-11-12 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 450 20.70 9.3K 1,600 D
2025-11-12 Collich John Officer P-Purchase A Common Stock 2,000 29.99 60.0K 49,260 D
2025-11-11 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 450 20.85 9.4K 1,150 D
2025-10-01 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 628 0.00 6,610 D
2025-10-01 CHAPOTON JOHN E Director A-Award A Phantom Stock 510 0.00 28,955 D
2025-07-01 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 586 0.00 5,872 D
2025-07-01 CHAPOTON JOHN E Director A-Award A Phantom Stock 476 0.00 27,920 D
2025-05-21 Pearson David Todd Director / Officer P-Purchase A Common Stock 1,362 32.96 44.9K 47,165 D
2025-05-21 Guevara Bettina T. Officer P-Purchase A Common Stock 210 33.00 6.9K 5,792 D
2025-05-20 CLANCY GEORGE PATRICK JR Director A-Award A Common Stock 46 33.81 1.6K 16,915 D
2025-05-17 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Common Stock 274 34.39 9.4K 217,671 D
2025-05-17 Pearson David Todd Director / Officer F-InKind D Common Stock 1,206 34.39 41.5K 45,642 D
2025-05-17 Lotuff Patricia Saul Director / Officer F-InKind D Common Stock 152 34.39 5.2K 20,206 D
2025-05-17 Laycock Willoughby B. Director / Officer F-InKind D Common Stock 36 34.39 1.2K 4,065 D
2025-05-17 Heard Carlos Lawrence Officer F-InKind D Common Stock 131 34.39 4.5K 4,699 D
2025-05-17 Hachey Donald A Officer F-InKind D Common Stock 96 34.39 3.3K 3,354 D
2025-05-17 Guevara Bettina T. Officer A-Award A Common Stock 22 34.39 756.58 5,582 D
2025-05-17 Godby Lori Officer F-InKind D Common Stock 34 34.39 1.2K 1,116 D
2025-05-17 Garland Judith K. Officer F-InKind D Common Stock 71 34.39 2.4K 2,729 D
2025-05-17 Friedman Joel Albert Officer A-Award A Common Stock 27 34.39 928.53 4,776 D
2025-05-17 Friedlis Zachary Maxwell Director / Officer F-InKind D Common Stock 96 34.39 3.3K 4,231 D
2025-05-17 COLLICH JOHN F Officer F-InKind D Common Stock 98 34.39 3.4K 45,561 D
2025-05-14 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 2,821 33.22 93.7K 217,397 D
2025-05-13 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 7,179 33.59 241.2K 214,576 D
2025-05-09 Sullivan Mark III Director A-Award A Common Stock 2,000 0.00 8,400 D
2025-05-09 Saul Andrew M. II Director A-Award A Common Stock 2,000 0.00 8,800 D
2025-05-09 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Common Stock 20,000 0.00 207,397 D
2025-05-09 Powell Earl A III Director A-Award A Common Stock 2,000 0.00 5,200 D
2025-05-09 Platts H. Gregory Director A-Award A Common Stock 2,000 0.00 6,900 D
2025-05-09 Pearson David Todd Director / Officer A-Award A Performance Shares 17,500 0.00 17,500 D
2025-05-09 Lotuff Patricia Saul Director / Officer A-Award A Common Stock 2,000 0.00 20,358 D
2025-05-09 Leffall LaSalle D. III Director A-Award A Common Stock 2,000 0.00 4,000 D
2025-05-09 Laycock Willoughby B. Director / Officer A-Award A Performance Shares 500 0.00 500 D
2025-05-09 Heard Carlos Lawrence Officer A-Award A Common Stock 2,000 0.00 4,830 D
2025-05-09 Hachey Donald A Officer A-Award A Common Stock 1,500 0.00 3,450 D
2025-05-09 Guevara Bettina T. Officer A-Award A Performance Shares 2,500 0.00 2,500 D
2025-05-09 Godby Lori Officer A-Award A Common Stock 500 0.00 1,150 D
2025-05-09 Garland Judith K. Officer A-Award A Performance Shares 1,500 0.00 1,500 D
2025-05-09 Friedman Joel Albert Officer A-Award A Performance Shares 2,000 0.00 2,000 D
2025-05-09 Friedlis Zachary Maxwell Director / Officer A-Award A Performance Shares 1,500 0.00 1,500 D
2025-05-09 COLLICH JOHN F Officer A-Award A Common Stock 1,500 0.00 45,659 D
2025-05-09 CLANCY GEORGE PATRICK JR Director A-Award A Common Stock 2,000 0.00 16,869 D
2025-05-09 CHAPOTON JOHN E Director A-Award A Common Stock 2,000 0.00 11,466 D
2025-05-09 CARACI PHILIP D Director A-Award A Common Stock 2,000 0.00 53,416 D
2025-04-01 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 554 0.00 5,188 D
2025-04-01 CHAPOTON JOHN E Director A-Award A Phantom Stock 451 0.00 26,937 D
2025-03-06 SAUL B FRANCIS II Director / Officer / 10% Owner M-Exempt A Common Stock 4,000 0.00 179,824 D
2025-03-06 Pearson David Todd Director / Officer M-Exempt A Common Stock 3,500 0.00 27,308 D
2025-03-06 Lotuff Patricia Saul Director / Officer M-Exempt D Performance Shares 400 0.00 1,600 D
2025-03-06 Laycock Willoughby B. Director / Officer A-Award A Common Stock 50 0.00 3,601 D
2025-03-06 Heard Carlos Lawrence Officer M-Exempt A Common Stock 400 0.00 2,623 D
2025-03-06 Hachey Donald A Officer M-Exempt A Common Stock 300 0.00 1,800 D
2025-03-06 Guevara Bettina T. Officer A-Award A Common Stock 250 0.00 3,250 D
2025-03-06 Godby Lori Officer A-Award A Common Stock 50 0.00 650 D
2025-03-06 Garland Judith K. Officer A-Award A Common Stock 100 0.00 1,300 D
2025-03-06 Friedman Joel Albert Officer A-Award A Common Stock 200 0.00 2,746 D
2025-03-06 Friedlis Zachary Maxwell Director / Officer A-Award A Common Stock 150 0.00 2,811 D
2025-03-06 COLLICH JOHN F Officer A-Award A Common Stock 150 0.00 43,380 D
2025-01-08 CLANCY GEORGE PATRICK JR Director M-Exempt D Phantom Stock 2,278 0.00 4,558 D
2025-01-02 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 515 0.00 6,836 D
2025-01-02 CHAPOTON JOHN E Director A-Award A Phantom Stock 419 0.00 26,053 D
2024-12-31 Saul Andrew M. II Director 0 0.00 0
2024-12-31 SAUL B FRANCIS II Director / Officer / 10% Owner Common Stock 0 0.00 163,576 I
2024-12-31 Lotuff Patricia Saul Director / Officer 0 0.00 0
2024-12-31 Laycock Willoughby B. Director / Officer Common Stock 0 0.00 250 I
2024-12-17 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 300 21.69 6.5K 700 D
2024-10-01 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 477 0.00 6,225 D
2024-10-01 CHAPOTON JOHN E Director A-Award A Phantom Stock 387 0.00 25,246 D
2024-09-27 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 200 23.25 4.7K 400 D
2024-07-01 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 544 0.00 5,663
2024-07-01 CHAPOTON JOHN E Director A-Award A Phantom Stock 442 0.00 24,488
2024-05-17 Sullivan Mark III Director A-Award A Common Stock 2,000 0.00 6,400
2024-05-17 Saul Andrew M. II Director A-Award A Common Stock 2,000 0.00 3,800
2024-05-17 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Common Stock 20,000 0.00 170,426
2024-05-17 Powell Earl A III Director A-Award A Common Stock 2,000 0.00 3,200
2024-05-17 Platts H. Gregory Director A-Award A Common Stock 2,000 0.00 4,900
2024-05-17 Pearson David Todd Director / Officer A-Award A Performance Shares 17,500 0.00 17,500
2024-05-17 Lotuff Patricia Saul Director / Officer A-Award A Performance Shares 2,000 0.00 2,000
2024-05-17 Leffall LaSalle D. III Director D No securities benefically owned 0 0.00 0
2024-05-17 Laycock Willoughby B. Director / Officer A-Award A Performance Shares 500 0.00 500
2024-05-17 Lansdale James Page Director A-Award A Common Stock 2,000 0.00 2,576
2024-05-17 Heard Carlos Lawrence Officer A-Award A Common Stock 2,000 0.00 2,219
2024-05-17 Hachey Donald A Officer A-Award A Performance Shares 1,500 0.00 1,500
2024-05-17 Guevara Bettina T. Officer A-Award A Common Stock 2,500 0.00 2,500
2024-05-17 Godby Lori Officer A-Award A Performance Shares 500 0.00 500
2024-05-17 Garland Judith K. Officer A-Award A Performance Shares 1,000 0.00 1,000
2024-05-17 Friedman Joel Albert Officer A-Award A Performance Shares 2,000 0.00 2,000
2024-05-17 Friedlis Zachary Maxwell Director / Officer A-Award A Common Stock 1,500 0.00 2,321
2024-05-17 COLLICH JOHN F Officer A-Award A Common Stock 1,500 0.00 39,539
2024-05-17 CLANCY GEORGE PATRICK JR Director A-Award A Common Stock 2,000 0.00 12,591
2024-05-17 CHAPOTON JOHN E Director A-Award A Common Stock 2,000 0.00 9,466
2024-05-17 CARACI PHILIP D Director A-Award A Common Stock 2,000 0.00 51,416
2024-05-07 Heard Carlos Lawrence Officer P-Purchase A Series D Preferred Stock 200 20.75 4.2K 200
2024-05-07 Friedlis Zachary Maxwell Director / Officer P-Purchase A Series D Preferred Stock 600 20.84 12.5K 3,271
2024-04-01 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 526 0.00 5,034
2024-04-01 CHAPOTON JOHN E Director A-Award A Phantom Stock 428 0.00 23,649
2024-03-15 Pearson David Todd Director / Officer P-Purchase A Common Shares 2,300 36.52 84.0K 6,204
2024-03-07 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 1,400 37.84 53.0K 148,106
2024-03-07 Lansdale James Page Director S-Sale D Common Shares 722 37.84 27.3K 576
2024-03-06 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 8,600 37.80 325.1K 146,706
2024-03-06 Lansdale James Page Director S-Sale D Common Shares 5,502 37.89 208.5K 1,298
2024-01-10 Guevara Bettina T. Officer D No securities beneficially owned 0 0.00 0
2024-01-10 Friedlis Zachary Maxwell Director / Officer Series D Preferred Stock 0 0.00 2,671 D
2024-01-09 CLANCY GEORGE PATRICK JR Director M-Exempt D Phantom Stock 1,479 0.00 4,438
2024-01-02 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Phantom Stock 31 0.00 45,134
2024-01-02 Laycock Willoughby B. Director / Officer A-Award A Phantom Stock 31 0.00 3,569
2024-01-02 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 92 0.00 5,917
2024-01-02 CHAPOTON JOHN E Director A-Award A Phantom Stock 31 0.00 22,863
2023-10-02 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Phantom Stock 179 0.00 44,320
2023-10-02 Laycock Willoughby B. Director / Officer A-Award A Phantom Stock 179 0.00 3,477
2023-10-02 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 284 0.00 5,725
2023-10-02 CHAPOTON JOHN E Director A-Award A Phantom Stock 179 0.00 22,436
2023-09-21 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 2,097 36.44 76.4K 135,188
2023-09-20 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 7,903 37.08 293.0K 133,091
2023-08-10 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 3,558 38.14 135.7K 125,188
2023-08-09 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 2,262 37.55 84.9K 121,630
2023-08-09 CLANCY GEORGE PATRICK JR Director M-Exempt D Phantom Stock 1,360 0.00 5,440
2023-08-08 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 4,180 37.49 156.7K 119,368
2023-07-03 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Phantom Stock 199 0.00 43,461
2023-07-03 Laycock Willoughby B. Director / Officer A-Award A Phantom Stock 199 0.00 3,247
2023-07-03 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 298 0.00 6,696
2023-07-03 CHAPOTON JOHN E Director A-Award A Phantom Stock 199 0.00 21,914
2023-05-18 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 750 35.18 26.4K 114,166
2023-05-12 Sullivan Mark III Director A-Award A Common Shares 200 0.00 4,400
2023-05-12 Saul Andrew M. II Director 0 0.00 0
2023-05-12 SHERREN CHARLES W JR Officer A-Award A Employee Stock Option 10,000 33.79 337.9K 10,000
2023-05-12 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Director Stock Option 2,500 33.79 84.5K 2,500
2023-05-12 Powell Earl A III Director A-Award A Director Stock Option 2,500 33.79 84.5K 2,500
2023-05-12 Platts H. Gregory Director A-Award A Common Shares 200 0.00 2,900
2023-05-12 Pearson David Todd Director / Officer A-Award A Director Stock Option 2,500 33.79 84.5K 2,500
2023-05-12 NETTER CHRISTOPHER Officer A-Award A Employee Stock Option 25,000 33.79 844.8K 25,000
2023-05-12 Lotuff Patricia Saul Director A-Award A Common Shares 200 0.00 23,441
2023-05-12 Laycock Willoughby B. Director / Officer A-Award A Employee Stock Option 10,000 33.79 337.9K 10,000
2023-05-12 Lansdale James Page Director A-Award A Director Stock Option 2,500 33.79 84.5K 2,500
2023-05-12 Kearns Christine Nicolaides Officer A-Award A Employee Stock Option 25,000 33.79 844.8K 25,000
2023-05-12 Heard Carlos Lawrence Officer A-Award A Employee Stock Option 15,000 33.79 506.9K 15,000
2023-05-12 Hachey Donald A Officer A-Award A Employee Stock Option 15,000 33.79 506.9K 15,000
2023-05-12 Guevara Bettina T. Officer D Employee Stock Option 4,000 33.79 135.2K 0
2023-05-12 Godby Lori Officer A-Award A Employee Stock Option 5,000 33.79 169.0K 5,000
2023-05-12 Garland Judith K. Officer A-Award A Employee Stock Option 10,000 33.79 337.9K 10,000
2023-05-12 Friedman Joel Albert Officer A-Award A Employee Stock Option 20,000 33.79 675.8K 20,000
2023-05-12 COLLICH JOHN F Officer A-Award A Employee Stock Option 20,000 33.79 675.8K 20,000
2023-05-12 CLANCY GEORGE PATRICK JR Director A-Award A Common Stock 200 0.00 7,752
2023-05-12 CHAPOTON JOHN E Director A-Award A Common Stock 200 0.00 7,666
2023-05-12 CARACI PHILIP D Director A-Award A Common Shares 200 0.00 49,416
2023-05-10 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 4,855 33.49 162.6K 123,216
2023-05-09 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 5,145 33.29 171.3K 118,361
2023-05-09 Pearson David Todd Officer P-Purchase A Common Shares 3,500 33.00 115.5K 3,530
2023-05-09 Heard Carlos Lawrence Officer P-Purchase A Common Shares 100 32.75 3.3K 206
2023-04-03 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Phantom Stock 160 0.00 42,543
2023-04-03 Laycock Willoughby B. Director / Officer A-Award A Phantom Stock 160 0.00 2,997
2023-04-03 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 223 0.00 6,292
2023-04-03 CHAPOTON JOHN E Director A-Award A Phantom Stock 160 0.00 21,354
2023-03-23 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 10,000 36.35 363.5K 101,501
2023-03-16 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 2,835 36.84 104.4K 91,501
2023-03-14 SAUL B FRANCIS II Director / Officer / 10% Owner P-Purchase A Common Stock 7,165 37.10 265.8K 88,666
2023-03-09 Lotuff Patricia Saul Director D Common Shares 0 0.00 23,241
2023-01-03 SAUL B FRANCIS II Officer A-Award A Phantom Stock 152 40.70 6.2K 41,783
2023-01-03 Laycock Willoughby B. Officer A-Award A Phantom Stock 152 40.70 6.2K 2,797
2023-01-03 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 242 40.70 9.9K 5,982
2023-01-03 CHAPOTON JOHN E Director A-Award A Phantom Stock 152 40.70 6.2K 20,894
2022-12-20 COLLICH JOHN F Officer A-Award A Series E Preferred Stock 873 19.30 16.8K 873
2022-10-03 SAUL B FRANCIS II Officer A-Award A Phantom Stock 167 37.21 6.2K 41,021
2022-10-03 Laycock Willoughby B. Officer A-Award A Phantom Stock 167 37.21 6.2K 2,606
2022-10-03 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 265 37.21 9.8K 5,656
2022-10-03 CHAPOTON JOHN E Director A-Award A Phantom Stock 167 37.21 6.2K 20,438
2022-07-08 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Phantom Stock 25 0.00 40,385
2022-07-08 Laycock Willoughby B. Director / Officer A-Award A Phantom Stock 25 0.00 2,411
2022-07-08 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 50 48.10 2.4K 5,330
2022-07-08 CHAPOTON JOHN E Director A-Award A Phantom Stock 25 0.00 20,038
2022-07-01 SAUL B FRANCIS II Director / Officer / 10% Owner A-Award A Phantom Stock 154 0.00 40,360
2022-07-01 Laycock Willoughby B. Officer A-Award A Phantom Stock 154 48.10 7.4K 2,386
2022-07-01 CLANCY GEORGE PATRICK JR Director A-Award A Phantom Stock 256 48.10 12.3K 5,279
2022-07-01 CHAPOTON JOHN E Director A-Award A Phantom Stock 154 0.00 20,013
2022-07-01 CARACI PHILIP D Director 0 0.00 0
2022-06-23 CLANCY GEORGE PATRICK JR Director A-Award A Common Shares 1,203 44.10 53.1K 7,552
2022-05-25 SAUL B FRANCIS II Officer P-Purchase A Common Shares 1,250 48.18 60.2K 79,352
2022-05-20 Heard Carlos Lawrence Officer P-Purchase A Common Shares 100 45.25 4.5K 100

Executive team

Top executives
EBIT / Employee
849.4K
Shares Outstanding
24.50M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2014 J. Page Lansdale President and Chief Operating Officer 482.7K 75.0K 238.2K 45.9K 846.1K 28.15%
2 2014 Christopher H. Netter Senior Vice President- Leasing 410.5K 62.4K 158.8K 42.7K 690.1K 23.01%
3 2014 Scott V. Schneider Senior Vice President- Chief Financial Officer 410.5K 62.4K 158.8K 42.7K 689.2K 23.04%
4 2014 John F. Collich Senior Vice President- Acquisitions and Development 383.5K 58.4K 158.8K 40.8K 651.9K 24.36%
5 2014 Thomas H. McCormick President and Chief Operating Officer 541.2K 20.7K 575.3K 0.00%
6 2014 B. Francis Saul II Chairman and Chief Executive Officer 125.0K 25.0K 53.5K 233.9K 0.00%
7 2013 Thomas H. McCormick President and Chief Operating Officer 510.2K 82.5K 276.8K 92.7K 973.5K 28.43%
8 2013 J. Page Lansdale President and Chief Operating Officer 427.5K 67.5K 207.6K 29.7K 734.2K 28.28%
9 2013 Christopher H. Netter Senior Vice President- Leasing 395.8K 60.0K 138.4K 41.6K 650.7K 21.27%
10 2013 Scott V. Schneider Senior Vice President- Chief Financial Officer 395.8K 60.0K 138.4K 41.6K 649.8K 21.30%
11 2013 John F. Collich Senior Vice President- Acquisitions and Development 365.3K 56.0K 138.4K 39.6K 608.9K 22.73%
12 2013 B. Francis Saul II Chairman and Chief Executive Officer 125.0K 25.0K 66.2K 245.8K 0.00%
13 2012 B. Francis Saul III President 416.0K 813.8K 232.7K 1.52M 53.60%
14 2012 Christopher H. Netter Senior Vice President- Leasing 383.0K 58.2K 93.9K 40.8K 591.2K 15.88%
15 2012 Christopher H. Netter Senior Vice President-Leasing 383.0K 58.2K 93.9K 40.8K 591.2K 15.88%
16 2012 Scott V. Schneider Senior Vice President- Chief Financial Officer 383.0K 58.2K 93.9K 40.8K 590.3K 15.91%
17 2012 Scott V. Schneider Senior Vice President-Chief Financial Officer 383.0K 58.2K 93.9K 40.8K 590.3K 15.91%
18 2012 John F. Collich Senior Vice President- Acquisitions and Development 344.3K 52.6K 93.9K 38.1K 538.8K 17.43%
19 2012 John F. Collich Senior Vice President Acquisitions and Development 344.3K 52.6K 93.9K 38.1K 538.8K 17.43%
20 2012 Thomas H. McCormick President and Chief Operating Officer 353.7K 62.3K 62.6K 32.4K 520.6K 12.02%
21 2012 Thomas H. McCormick President and Chief Operating Officer 353.7K 62.3K 62.6K 32.4K 520.6K 12.02%
22 2012 B. Francis Saul II Chairman and Chief Executive Officer 125.0K 25.0K 59.2K 241.2K 0.00%
23 2012 B. Francis Saul II Chairman and Chief Executive Officer 125.0K 25.0K 59.2K 241.2K 0.00%
24 2012 J. Page Lansdale President and Chief Operating Officer 103.7K 57.8K 15.7K 9.7K 186.8K 8.38%
25 2011 B. Francis Saul III President 570.8K 116.0K 336.4K 99.6K 1.18M 28.59%
26 2011 Scott V. Schneider Senior Vice President-Chief Financial Officer 369.6K 56.0K 126.2K 39.8K 605.4K 20.84%
27 2011 Christopher H. Netter Senior Vice President-Leasing 369.6K 56.0K 126.2K 39.8K 605.3K 20.84%
28 2011 John F. Collich Senior Vice President Acquisitions and Development 328.0K 49.7K 126.2K 36.9K 550.2K 22.93%
29 2011 Thomas H. McCormick President and Chief Operating Officer 331.4K 46.5K 84.1K 21.4K 491.4K 17.12%
30 2011 B. Francis Saul II Chairman and Chief Executive Officer 125.0K 25.0K 67.4K 249.6K 0.00%
31 2010 B. Francis Saul III President 540.2K 110.0K 94.9K 794.5K 0.00%
32 2010 Christopher H. Netter Senior Vice President-Leasing 359.7K 54.3K 39.1K 466.8K 0.00%
33 2010 Scott V. Schneider Senior Vice President-Chief Financial Officer 359.7K 54.3K 39.1K 465.8K 0.00%
34 2010 John F. Collich Senior Vice President Acquisitions and Development 319.2K 48.2K 36.3K 412.4K 0.00%
35 2010 Thomas H. McCormick President and Chief Operating Officer 327.9K 46.5K 21.2K 401.2K 0.00%
36 2010 B. Francis Saul II Chairman and Chief Executive Officer 125.0K 25.0K 64.9K 246.2K 0.00%
37 2005 B. Francis Saul III President 366.2K 30.4K 40.0K 23.8K 460.3K 8.69%
38 2005 Christopher H. Netter Senior Vice President Leasing 282.0K 43.5K 15.0K 22.9K 363.4K 4.13%
39 2005 Scott V. Schneider Senior Vice President Chief Financial Officer 281.7K 43.5K 15.0K 22.8K 363.0K 4.13%
40 2005 John F. Collich Senior Vice President Retail Development 242.7K 37.5K 15.0K 19.8K 315.0K 4.76%
41 2005 B. Francis Saul II Chairman and Chief Executive Officer 125.0K 10.0K 8.1K 143.1K 0.00%
42 2004 B. Francis Saul III President 326.2K 27.2K 40.0K 17.1K 410.5K 9.74%
43 2004 Christopher H. Netter Senior Vice President Leasing 262.8K 18.7K 15.0K 21.0K 317.5K 4.72%
44 2004 Scott V. Schneider Senior Vice President Chief Financial Officer 261.8K 18.6K 15.0K 20.0K 315.4K 4.76%
45 2004 John F. Collich Senior Vice President Retail Development 224.8K 34.4K 15.0K 18.3K 292.5K 5.13%
46 2004 B. Francis Saul II Chairman and Chief Executive Officer 125.0K 10.0K 6.4K 141.4K 0.00%
47 2003 B. Francis Saul III President 286.5K 24.0K 80.0K 13.2K 403.7K 19.82%
48 2003 Christopher H. Netter Senior Vice President Leasing 251.1K 17.9K 30.0K 20.0K 319.1K 9.40%
49 2003 Scott V. Schneider Senior Vice President Chief Financial Officer 246.4K 17.7K 30.0K 20.7K 314.8K 9.53%
50 2003 John F. Collich Senior Vice President Retail Development 213.6K 32.6K 30.0K 17.4K 293.6K 10.22%
51 2003 B. Francis Saul II Chairman and Chief Executive Officer 125.0K 10.0K 6.4K 141.4K 0.00%
52 2002 B. Francis Saul III President 260.0K 18.2K 11.9K 290.1K 0.00%
53 2002 Christopher H. Netter Senior Vice President Leasing 243.5K 17.0K 23.1K 283.7K 0.00%
54 2002 Scott V. Schneider Senior Vice President Chief Financial Officer 233.5K 16.3K 19.8K 269.6K 0.00%
55 2002 John F. Collich Senior Vice President Retail Development 203.0K 31.1K 14.8K 248.9K 0.00%
56 2002 B. Francis Saul II Chairman and Chief Executive Officer 125.0K 10.0K 6.4K 141.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-23 DEFA14A
2026-03-23 DEF 14A
2025-03-24 DEFA14A
2025-03-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-29 SC 13G
2026-04-02 4
2026-04-01 4
2026-03-27 SC 13G/A
2026-03-23 DEFA14A
2026-03-23 DEF 14A
2026-03-23 ARS
2026-03-12 4

Executive team

NameTitleCompensationGender
David Todd Pearson President, Chief Operating Officer & Director 1M male
Carlos L. Heard Senior Vice President & Chief Financial Officer 680.8K male
Zachary Friedlis Senior Vice President & Director of Retail Leasing 676.7K male
John F. Collich Senior Vice President and Chief Acquisitions & Development Officer 648.1K male
Bernard Francis Saul Chairman & Chief Executive Officer 159.0K male
Willoughby Laycock Senior Vice President of Residential Design & Market Research and Director 26.0K female
Donald A. Hachey Senior Vice President & Chief Construction Officer male
Joel Albert Friedman Executive Vice President, Chief Accounting Officer & Treasurer male
Brian T. Downey Senior Vice President of Development male
Keith Brown Senior Vice President & Chief Information Officer male
Ken Kovach Senior Vice President of Human Resources
Dee Dee Russo Shareholder Relations Representative female
ESG Rating
B
REIT - RETAIL
2005
E (Environmental)
58.6 / 61.2
Company / Sector avg.
S (Social)
66.4 / 65.0
Company / Sector avg.
G (Governance)
64.1 / 68.1
Company / Sector avg.
ESG Total
63.0 / 64.7
Company / Sector avg.
ESG Score History REIT - 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
2023-07-12 2023-08-13 Daniel Goldman NY10 Sale $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