Subscribe

Brighthouse Financial, Inc. (BHF)

USD66.28 -0.33 (-0.50%)
US NASDAQ S&P 500 Financial Services Insurance - Life
Address 11225 North Community House Road 28277
Charlotte, NC, US
CEO Eric Thomas Steigerwalt
IPO 2017-07-17
CIK 1685040 ISIN US10922N1037

Explore sections of this company profile

Also trades on NASDAQ Global Select · BHF (USD) NASDAQ Global Select · BHFAL (USD) NASDAQ Global Select · BHFAM (USD) NASDAQ Global Select · BHFAN (USD) NASDAQ Global Select · BHFAO (USD) NASDAQ Global Select · BHFAP (USD)
Description

Brighthouse Financial, Inc. is a financial services firm specializing in annuity and life insurance offerings across the United States. Its operations are organized into three distinct business units: Annuities, Life, and Run-off. The Annuities division delivers a range of annuity products, including variable, fixed, index-linked, and income options. These are designed to help clients achieve secure, tax-advantaged wealth growth, facilitate wealth transfer, and ensure stable income streams. The Life segment issues various life insurance policies such as term, universal, whole, and variable life, catering to policyholders' desires for financial protection and efficient wealth succession. Lastly, the Run-off segment is responsible for managing a portfolio of legacy products, which encompasses structured settlements, pension risk transfer agreements, specific company-owned life insurance, funding agreements, and universal life policies bolstered by secondary guarantees. Established in 2016, the company maintains its corporate headquarters in Charlotte, North Carolina.

News Sentiment (7d)
50 Neutral

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 2017-08-08 Active
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD66.28 -0.33 (-0.50%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
503.6K
Beta
0.87
Float Shares
56.33M
Free Float %
98.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.03% -1.78% +0.59% -4.68% -7.19% -5.71% +2.79% +53.26% +26.56% -12.73% -12.73%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (20 ratings, all time) Hold
Price Targets & DCF
Current price
66.28
Low 65.00 -1.9%
Consensus 65.00 -1.9%
Median 65.00 -1.9%
High 65.00 -1.9%
DCF (Unlevered) 291.36 +339.6%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 7 -1
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 5
57.80
-12.8%
All Time 16
53.50
-19.3%
Quality scores
Altman Z-Score
0.10
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Life: +10.6%
    +42.2% Q1'26: -39.7% (vs Q1'25)
  • EPS growth Insurance - Life: +13.4%
    +24.8% Q1'26: -172.2% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Life: +31.7%
    +7.1% Q1'26: -15.8% (vs Q1'25)
  • EBIT margin Insurance - Life: +12.4%
    +10.1% Q1'26: -67.8% (vs Q1'25)
  • ROIC Insurance - Life: +1.0%
    +12.6% Q1'26: +3.7% (vs Q1'25)
  • Share dilution Insurance - Life: +0.4%
    -7.2% Q1'26: -0.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Life: -1.05×
    5.04× Q1'26: -0.83× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.88) × ERP
WACC = 53% × Ke + 47% × Kd (4.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 289.97 Current price: 66.28
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 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
6.84B
est: 8.30B (-17.6%)
8.67B
est: 8.25B (+5.0%)
6.33B
est: 8.12B (-22.1%)
8.27B
est: 7.90B (+4.6%)
3.59B
est: 9.32B (-61.5%)
6.63B
est: 8.22B (-19.4%)
3.95B
est: 4.01B (-1.5%)
4.37B
est: 8.68B (-49.6%)
6.21B
est: 8.73B (-28.8%)
8.74B
8.25B – 9.29B
+0.2% YoY
8.84B
7.96B – 9.55B
+1.1% YoY
9.17B
9.17B – 9.17B
+3.8% YoY
9.43B
8.79B – 9.98B
+2.8% YoY
EBITDA
-445.00M
est: 1.64B (-127.1%)
1.17B
est: 1.08B (+8.0%)
-861.00M
est: 480.53M (-279.2%)
-1.24B
est: -17.73B (+93.0%)
2.17B
est: 219.60M (+889.1%)
4.89B
est: 2.68B (+82.4%)
-1.32B
est: 994.55M (-232.8%)
574.00M
est: 2.15B (-73.3%)
626.00M
est: 2.17B (-71.1%)
2.17B
2.05B – 2.30B
+0.2% YoY
2.19B
1.98B – 2.37B
+1.1% YoY
2.28B
2.28B – 2.28B
+3.8% YoY
2.34B
2.18B – 2.48B
+2.8% YoY
EBIT
-462.00M
est: 1.64B (-128.1%)
1.15B
est: 1.63B (-29.8%)
-861.00M
est: 1.61B (-153.5%)
-1.24B
est: 1.57B (-178.9%)
2.17B
est: 1.85B (+17.7%)
4.89B
est: 1.63B (+199.9%)
-1.32B
est: 994.55M (-232.8%)
574.00M
est: 2.15B (-73.3%)
626.00M
est: 2.17B (-71.1%)
2.17B
2.05B – 2.30B
+0.2% YoY
2.19B
1.98B – 2.37B
+1.1% YoY
2.28B
2.28B – 2.28B
+3.8% YoY
2.34B
2.18B – 2.48B
+2.8% YoY
Net Income
-378.00M
est: 92.11M (-510.4%)
865.00M
est: 814.12M (+6.2%)
-740.00M
est: 340.04M (-317.6%)
-1.06B
est: -14.09B (+92.5%)
1.64B
est: 119.04M (+1,280.2%)
3.88B
est: -4.10B (+194.6%)
-1.11B
est: -892.09M (-24.7%)
388.00M
est: 1.19B (-67.3%)
433.00M
est: 1.68B (-74.2%)
1.11B
1.04B – 1.18B
-33.8% YoY
1.05B
1.02B – 1.28B
-5.4% YoY
1.14B
1.04B – 1.23B
+8.1% YoY
1.18B
1.07B – 1.27B
+3.7% YoY
SGA
463.00M
est: 1.17B (-60.3%)
534.00M
est: 562.09M (-5.0%)
620.00M
est: 818.67M (-24.3%)
627.00M
est: 1.25B (-49.7%)
665.00M
est: 348.46M (+90.8%)
647.00M
est: 178.07M (+263.3%)
730.00M
est: 502.34M (+45.3%)
693.00M
est: 1.09B (-36.3%)
est: 1.09B (-100.0%)
1.10B
1.03B – 1.16B
+0.2% YoY
1.11B
997.66M – 1.20B
+1.1% YoY
1.15B
1.15B – 1.15B
+3.8% YoY
1.18B
1.10B – 1.25B
+2.8% YoY
EPS
-3.16
est: 1.50 (-311.3%)
7.36
est: 7.60 (-3.2%)
-6.53
est: 5.30 (-223.2%)
-11.59
est: -2.40 (-381.9%)
18.55
est: 18.45 (+0.6%)
51.73
est: 8.16 (+533.8%)
-18.65
est: -15.70 (-18.8%)
4.67
est: 20.81 (-77.6%)
5.79
est: 29.38 (-80.3%)
19.28
18.19 – 20.67
-34.4% YoY
20.03
17.80 – 22.36
+3.9% YoY
20.00
18.22 – 21.52
-0.1% YoY
20.60
18.77 – 22.17
+3.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-05-06 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-05-05 B 3/5 3/5 2/5 2/5 2/5 3/5 4/5
2026-05-04 B 3/5 3/5 2/5 2/5 2/5 3/5 4/5
2026-05-01 B 3/5 3/5 2/5 3/5 2/5 3/5 4/5
2026-04-30 B 3/5 3/5 2/5 3/5 2/5 3/5 4/5
2026-04-29 B+ 3/5 3/5 3/5 3/5 2/5 4/5 4/5
2026-04-28 B+ 3/5 3/5 3/5 3/5 2/5 4/5 4/5
2026-04-27 B+ 3/5 3/5 3/5 3/5 2/5 4/5 4/5
2026-04-24 B+ 3/5 3/5 3/5 3/5 2/5 3/5 4/5
2026-04-23 B+ 3/5 3/5 3/5 3/5 2/5 3/5 4/5
2026-04-22 B+ 3/5 3/5 3/5 3/5 2/5 3/5 4/5
2026-04-21 A- 4/5 4/5 3/5 3/5 2/5 4/5 4/5
2026-04-20 A- 4/5 4/5 3/5 3/5 2/5 4/5 4/5
2026-04-17 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-16 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-15 A- 4/5 4/5 3/5 4/5 2/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-3.23B
OE per share TTM
-55.92
Owner's Yield
-90.63%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
223.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
165
Total invested
170.02M
Insider transactions (90d)
2
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 MetLife, Inc. 23.17M 19.30% 23.16M CO Delaware 2018-02-15
2 PAGE 2 OF 5 PAGES 9.99M 9.30% 9.50M 9.99M IA 2020-02-13
3 PAGE 2 OF 4 PAGES 9.45M 11.80% 8.96M 9.45M IA 2022-02-14
4 The Vanguard Group - 23-1945930 8.08M 10.55% 48.4K 7.96M 122.3K IA Pennsylvania 2022-03-09
5 (1) BlackRock, Inc. 7.61M 10.20% 7.15M 7.52M HC Delaware 2022-06-09
6 52-0556948 4.52M 5.60% 1.77M 4.52M IA Maryland 2022-02-14
7 30-0447847 3.68M 5.30% 3.63M 3.68M IA Delaware Limited Partnership 2023-02-10
8 David Einhorn 3.29M 2.80% 3.29M 3.29M HC U.S. Citizen 2019-02-14
9 STATE STREET CORPORATION 3.29M 3.05% 3.29M HC 2020-02-13
10 Greenlight Capital, Inc. 1.65M 1.40% 1.65M 1.65M IA Delaware 2019-02-14
11 DME Advisors GP, LLC 1.60M 1.40% 1.60M 1.60M HC Delaware 2019-02-14
12 DME Capital Management, LP 975.9K 0.80% 975.9K 975.9K IA Delaware 2019-02-14
13 DME Advisors, LP 626.4K 0.50% 626.4K 626.4K IA Delaware 2019-02-14
14 1) 17.4K 0.00% 17.4K CO Delaware 2019-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
165
-316 vs prev Q
New positions
16
Closed positions
310
Increased
52
Reduced
27
Put/Call ratio
0.00
Calls held
80.00
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 5.41M -126.9K (-2.3%) 350.55M +56.6M (+19.3%) 9.42% -0.221 pp 0.01% +0.001 pp USD55.28 +17.2% 34 qtrs
2 BLACKROCK, INC. 5.36M -695.9K (-11.5%) 347.45M +25.9M (+8.0%) 9.34% -1.212 pp 0.01% +0.000 pp USD45.85 +41.3% 6 qtrs
3 DIMENSIONAL FUND ADVISORS LP 3.50M +45.1K (+1.3%) 226.44M +43.3M (+23.7%) 6.09% +0.079 pp 0.05% +0.008 pp USD44.27 +46.4% 34 qtrs
4 DME CAPITAL MANAGEMENT, LP 2.79M +— (+0.0%) 180.90M +32.7M (+22.1%) 4.86% +0.000 pp 6.35% +0.518 pp USD50.97 +27.1% 8 qtrs
5 UBS GROUP AG 2.54M -873.6K (-25.6%) 164.54M -16.6M (-9.2%) 4.42% -1.522 pp 0.03% -0.002 pp USD51.37 +26.1% 34 qtrs
6 AMERICAN CENTURY COMPANIES INC 2.34M +131.1K (+5.9%) 151.70M +34.4M (+29.3%) 4.08% +0.228 pp 0.08% +0.017 pp USD49.78 +30.2% 21 qtrs
7 HBK INVESTMENTS L P 2.10M +2.1M (+100.0%) 136.06M +136.1M (+100.0%) 3.66% +3.658 pp 1.07% +1.069 pp USD64.79 +0.0% 1 qtrs NEW
8 STATE STREET CORP 1.97M -141.3K (-6.7%) 127.82M +15.6M (+13.9%) 3.44% -0.246 pp 0.00% +0.000 pp USD54.08 +19.8% 34 qtrs
9 GLAZER CAPITAL, LLC 1.75M +1.7M (+100.0%) 113.25M +113.3M (+100.0%) 3.04% +3.045 pp 2.98% +2.978 pp USD64.79 +0.0% 1 qtrs NEW
10 MORGAN STANLEY 1.26M +758.0K (+149.5%) 81.96M +55.0M (+204.6%) 2.20% +1.320 pp 0.00% +0.003 pp USD57.80 +12.1% 34 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 1.07M +4.5K (+0.4%) 69.37M +12.8M (+22.6%) 1.86% +0.008 pp 0.00% +0.001 pp USD49.10 +32.0% 34 qtrs
12 SOROS FUND MANAGEMENT LLC 774.3K +126.1K (+19.5%) 50.16M +15.8M (+45.8%) 1.35% +0.220 pp 0.58% +0.091 pp USD57.95 +11.8% 4 qtrs
13 FIRST TRUST ADVISORS LP 739.3K +52.5K (+7.6%) 47.90M +11.4M (+31.4%) 1.29% +0.092 pp 0.03% +0.008 pp USD54.19 +19.6% 31 qtrs
14 FMR LLC 737.5K -1.0M (-58.5%) 47.78M -46.6M (-49.4%) 1.28% -1.812 pp 0.00% -0.003 pp USD55.06 +17.7% 34 qtrs
15 ALLIANCEBERNSTEIN L.P. 601.8K +495.8K (+467.6%) 38.99M +33.4M (+592.8%) 1.05% +0.864 pp 0.01% +0.011 pp USD62.60 +3.5% 34 qtrs
16 NUVEEN, LLC 578.8K +192.4K (+49.8%) 37.50M +17.0M (+82.8%) 1.01% +0.335 pp 0.01% +0.004 pp USD57.71 +12.3% 4 qtrs
17 NORTHERN TRUST CORP 577.2K -27.8K (-4.6%) 37.40M +5.3M (+16.5%) 1.01% -0.048 pp 0.00% +0.001 pp USD51.08 +26.8% 34 qtrs
18 NEXPOINT ASSET MANAGEMENT, L.P. 576.5K +576.5K (+100.0%) 37.35M +37.4M (+100.0%) 1.00% +1.004 pp 2.60% +2.603 pp USD64.79 +0.0% 1 qtrs NEW
19 MILLENNIUM MANAGEMENT LLC 567.0K +5.9K (+1.1%) 36.74M +7.0M (+23.3%) 0.99% +0.010 pp 0.02% +0.003 pp USD53.17 +21.9% 32 qtrs
20 AQR ARBITRAGE LLC 566.2K +566.2K (+100.0%) 36.68M +36.7M (+100.0%) 0.99% +0.986 pp 0.77% +0.772 pp USD64.79 +0.0% 1 qtrs NEW
21 BANK OF AMERICA CORP /DE/ 544.3K +43.6K (+8.7%) 35.26M +8.7M (+32.7%) 0.95% +0.076 pp 0.00% +0.001 pp USD54.42 +19.1% 34 qtrs
22 JPMORGAN CHASE & CO 510.8K +352.7K (+223.1%) 33.10M +24.7M (+294.3%) 0.89% +0.614 pp 0.00% +0.002 pp USD58.05 +11.6% 34 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 506.7K +35.0K (+7.4%) 32.83M +7.8M (+31.1%) 0.88% +0.061 pp 0.01% +0.001 pp USD49.52 +30.8% 34 qtrs
24 FRANKLIN RESOURCES INC 502.6K +382.1K (+317.0%) 32.56M +26.2M (+409.0%) 0.88% +0.666 pp 0.01% +0.006 pp USD62.66 +3.4% 5 qtrs
25 CITIGROUP INC 466.7K +314.8K (+207.2%) 30.24M +22.2M (+275.0%) 0.81% +0.548 pp 0.01% +0.010 pp USD60.75 +6.7% 34 qtrs
26 INVESCO LTD. 427.3K +5.7K (+1.3%) 27.68M +5.3M (+23.7%) 0.74% +0.010 pp 0.00% +0.001 pp USD49.16 +31.8% 34 qtrs
27 AQR CAPITAL MANAGEMENT LLC 425.4K -970.8K (-69.5%) 27.56M -46.5M (-62.8%) 0.74% -1.691 pp 0.01% -0.033 pp USD50.83 +27.5% 31 qtrs
28 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 390.8K +390.8K (+100.0%) 25.32M +25.3M (+100.0%) 0.68% +0.681 pp 0.04% +0.042 pp USD64.79 +0.0% 1 qtrs NEW
29 SQUAREPOINT OPS LLC 380.9K +346.9K (+1,019.9%) 24.68M +22.9M (+1,267.0%) 0.66% +0.604 pp 0.03% +0.024 pp USD63.78 +1.6% 28 qtrs
30 ALPINE ASSOCIATES MANAGEMENT INC. 372.7K +372.7K (+100.0%) 24.15M +24.1M (+100.0%) 0.65% +0.649 pp 1.61% +1.606 pp USD64.79 +0.0% 3 qtrs
31 BANK OF NEW YORK MELLON CORP 357.7K -102.0K (-22.2%) 23.17M -1.2M (-5.0%) 0.62% -0.178 pp 0.00% -0.001 pp USD48.99 +32.3% 34 qtrs
32 SG AMERICAS SECURITIES, LLC 341.5K +238.5K (+231.5%) 22.13M +16.7M (+304.6%) 0.59% +0.415 pp 0.03% +0.010 pp USD61.83 +4.8% 34 qtrs
33 HSBC HOLDINGS PLC 332.4K +332.4K (+100.0%) 21.54M +21.5M (+100.0%) 0.58% +0.579 pp 0.01% +0.011 pp USD64.79 +0.0% 1 qtrs NEW
34 QUBE RESEARCH & TECHNOLOGIES LTD 322.4K +322.4K (+100.0%) 20.89M +20.9M (+100.0%) 0.56% +0.562 pp 0.02% +0.021 pp USD64.79 +0.0% 1 qtrs NEW
35 PRELUDE CAPITAL MANAGEMENT, LLC 315.4K +41.5K (+15.2%) 20.43M +5.9M (+40.6%) 0.55% +0.072 pp 1.50% +0.369 pp USD43.83 +47.8% 25 qtrs
36 JEFFERIES FINANCIAL GROUP INC. 314.6K +35.0K (+12.5%) 20.38M +5.5M (+37.3%) 0.55% +0.061 pp 0.10% +0.034 pp USD53.46 +21.2% 9 qtrs
37 KRYGER CAPITAL LTD 302.8K +277.8K (+1,111.2%) 19.62M +18.3M (+1,378.4%) 0.53% +0.484 pp 1.52% +1.362 pp USD63.82 +1.5% 2 qtrs
38 GOLDMAN SACHS GROUP INC 298.2K +90.2K (+43.4%) 19.32M +8.3M (+75.0%) 0.52% +0.157 pp 0.00% +0.001 pp USD53.88 +20.2% 34 qtrs
39 HIGHBRIDGE CAPITAL MANAGEMENT LLC 275.4K +275.4K (+100.0%) 17.84M +17.8M (+100.0%) 0.48% +0.480 pp 0.57% +0.569 pp USD64.79 +0.0% 1 qtrs NEW
40 VERITION FUND MANAGEMENT LLC 266.5K +110.5K (+70.9%) 17.27M +9.0M (+108.5%) 0.46% +0.193 pp 0.07% +0.034 pp USD58.38 +11.0% 12 qtrs
41 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 228.8K -142.1K (-38.3%) 14.83M -4.9M (-24.7%) 0.40% -0.247 pp 0.01% -0.004 pp USD51.59 +25.6% 27 qtrs
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 223.6K -1.1M (-83.6%) 14.49M -57.7M (-79.9%) 0.39% -1.979 pp 0.00% -0.007 pp USD53.22 +21.7% 34 qtrs
43 BANK OF NOVA SCOTIA 215.2K +215.2K (+100.0%) 13.94M +13.9M (+100.0%) 0.37% +0.375 pp 0.02% +0.021 pp USD64.79 +0.0% 1 qtrs NEW
44 ALLIANZ ASSET MANAGEMENT GMBH 213.4K +213.4K (+100.0%) 13.83M +13.8M (+100.0%) 0.37% +0.372 pp 0.01% +0.014 pp USD64.79 +0.0% 1 qtrs NEW
45 LMR PARTNERS LLP 204.4K +204.4K (+100.0%) 13.24M +13.2M (+100.0%) 0.36% +0.356 pp 0.02% +0.025 pp USD64.79 +0.0% 1 qtrs NEW
46 NORGES BANK 191.0K +191.0K (+100.0%) 12.37M +12.4M (+100.0%) 0.33% +0.333 pp 0.00% +0.001 pp USD64.79 +0.0% 1 qtrs NEW
47 NATIXIS 188.4K +58.8K (+45.3%) 12.21M +5.3M (+77.4%) 0.33% +0.102 pp 0.04% +0.011 pp USD56.76 +14.1% 20 qtrs
48 GRACE & WHITE INC /NY 187.6K -6.2K (-3.2%) 12.16M +1.9M (+18.1%) 0.33% -0.011 pp 2.17% +0.352 pp USD36.89 +75.6% 34 qtrs
49 WINTON GROUP LTD 167.4K +143.3K (+594.5%) 10.85M +9.6M (+747.7%) 0.29% +0.250 pp 0.37% +0.327 pp USD63.01 +2.8% 11 qtrs
50 GOTHAM ASSET MANAGEMENT, LLC 166.5K +125.3K (+303.8%) 10.79M +8.6M (+392.9%) 0.29% +0.218 pp 0.04% +0.030 pp USD62.31 +4.0% 14 qtrs
51 ASSENAGON ASSET MANAGEMENT S.A. 162.1K +162.1K (+100.0%) 10.51M +10.5M (+100.0%) 0.28% +0.282 pp 0.01% +0.015 pp USD64.79 +0.0% 23 qtrs
52 CREDIT INDUSTRIEL ET COMMERCIAL 155.2K +155.2K (+100.0%) 10.06M +10.1M (+100.0%) 0.27% +0.270 pp 0.77% +0.773 pp USD64.79 +0.0% 1 qtrs NEW
53 HENNESSY ADVISORS INC 150.9K -9.8K (-6.1%) 9.78M +1.2M (+14.6%) 0.26% -0.017 pp 0.35% +0.052 pp USD53.77 +20.5% 3 qtrs
54 UBS ASSET MANAGEMENT AMERICAS INC 148.4K -4.0K (-2.6%) 9.61M +1.5M (+18.9%) 0.26% -0.007 pp 0.00% +0.000 pp USD47.48 +36.5% 34 qtrs
55 ADAGE CAPITAL PARTNERS GP, L.L.C. 148.1K +148.1K (+100.0%) 9.60M +9.6M (+100.0%) 0.26% +0.258 pp 0.01% +0.015 pp USD64.79 +0.0% 3 qtrs
56 RHUMBLINE ADVISERS 146.2K -5.0K (-3.3%) 9.47M +1.4M (+18.0%) 0.25% -0.009 pp 0.01% +0.001 pp USD47.27 +37.1% 34 qtrs
57 QUANTINNO CAPITAL MANAGEMENT LP 138.8K +35.6K (+34.5%) 8.99M +3.5M (+64.2%) 0.24% +0.062 pp 0.02% +0.003 pp USD54.63 +18.6% 27 qtrs
58 TORONTO DOMINION BANK 134.1K +134.1K (+100.0%) 8.69M +8.7M (+100.0%) 0.23% +0.234 pp 0.01% +0.013 pp USD64.79 +0.0% 1 qtrs NEW
59 GROUPE LA FRANCAISE 133.5K +133.5K (+100.0%) 8.65M +8.6M (+100.0%) 0.23% +0.233 pp 0.12% +0.121 pp USD64.79 +0.0% 1 qtrs NEW
60 PRINCIPAL FINANCIAL GROUP INC 123.0K -4.0K (-3.2%) 7.97M +1.2M (+18.2%) 0.21% -0.007 pp 0.00% +0.001 pp USD43.46 +49.1% 34 qtrs
61 QUINN OPPORTUNITY PARTNERS LLC 114.8K +86.8K (+309.9%) 7.44M +5.9M (+400.3%) 0.20% +0.151 pp 0.31% +0.208 pp USD61.93 +4.6% 2 qtrs
62 SWISS NATIONAL BANK 112.7K +1.8K (+1.6%) 7.30M +1.4M (+24.0%) 0.20% +0.003 pp 0.00% +0.001 pp USD51.96 +24.7% 34 qtrs
63 BREVAN HOWARD CAPITAL MANAGEMENT LP 111.0K +111.0K (+100.0%) 7.19M +7.2M (+100.0%) 0.19% +0.193 pp 0.08% +0.079 pp USD64.79 +0.0% 1 qtrs NEW
64 LSV ASSET MANAGEMENT 106.6K -4.1K (-3.7%) 6.91M +1.0M (+17.5%) 0.19% -0.007 pp 0.02% +0.002 pp USD47.14 +37.4% 34 qtrs
65 TUDOR INVESTMENT CORP ET AL 101.0K +101.0K (+100.0%) 6.54M +6.5M (+100.0%) 0.18% +0.176 pp 0.01% +0.012 pp USD64.79 +0.0% 9 qtrs
66 LEGAL & GENERAL GROUP PLC 96.8K -17.1K (-15.0%) 6.27M +228.2K (+3.8%) 0.17% -0.030 pp 0.00% +0.000 pp USD50.27 +28.9% 34 qtrs
67 ADAR1 CAPITAL MANAGEMENT, LLC 95.5K +85.5K (+855.2%) 6.19M +5.7M (+1,066.0%) 0.17% +0.149 pp 0.45% +0.405 pp USD63.56 +1.9% 2 qtrs
68 HILLSDALE INVESTMENT MANAGEMENT INC. 91.4K -1.1K (-1.2%) 5.92M +1.0M (+20.6%) 0.16% -0.002 pp 0.16% +0.015 pp USD53.77 +20.5% 3 qtrs
69 CITADEL ADVISORS LLC 91.2K -334.9K (-78.6%) 5.91M -16.7M (-73.9%) 0.16% -0.583 pp 0.00% -0.003 pp USD52.88 +22.5% 33 qtrs
70 KESTREL INVESTMENT MANAGEMENT CORP 91.2K -3.3K (-3.5%) 5.91M +891.0K (+17.8%) 0.16% -0.006 pp 3.35% +0.521 pp USD44.30 +46.3% 20 qtrs
71 GARDNER LEWIS ASSET MANAGEMENT L P 91.0K +91.0K (+100.0%) 5.90M +5.9M (+100.0%) 0.16% +0.159 pp 1.50% +1.495 pp USD64.79 +0.0% 1 qtrs NEW
72 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 89.3K +74.6K (+508.9%) 5.79M +5.0M (+643.2%) 0.16% +0.130 pp 0.03% +0.025 pp USD60.53 +7.0% 34 qtrs
73 SYQUANT CAPITAL SAS 83.3K +83.3K (+100.0%) 5.40M +5.4M (+100.0%) 0.15% +0.145 pp 0.66% +0.660 pp USD64.79 +0.0% 1 qtrs NEW
74 ALGERT GLOBAL LLC 73.5K +5.0K (+7.3%) 4.76M +1.1M (+30.9%) 0.13% +0.009 pp 0.07% +0.013 pp USD52.06 +24.5% 15 qtrs
75 TOROSO INVESTMENTS, LLC 72.0K +59.0K (+456.7%) 4.66M +4.0M (+579.5%) 0.13% +0.103 pp 0.01% +0.010 pp USD62.77 +3.2% 3 qtrs
76 D. E. SHAW & CO., INC. 71.9K -282.1K (-79.7%) 4.66M -14.1M (-75.2%) 0.13% -0.491 pp 0.00% -0.008 pp USD49.46 +31.0% 34 qtrs
77 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 69.6K +69.6K (+100.0%) 4.51M +4.5M (+100.0%) 0.12% +0.121 pp 0.02% +0.025 pp USD64.79 +0.0% 4 qtrs
78 RETIREMENT SYSTEMS OF ALABAMA 68.6K -486.0 (-0.7%) 4.45M +777.7K (+21.2%) 0.12% -0.001 pp 0.01% +0.002 pp USD43.89 +47.6% 34 qtrs
79 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 68.0K -633.0 (-0.9%) 4.41M +763.0K (+20.9%) 0.12% -0.001 pp 0.01% +0.002 pp USD55.11 +17.6% 34 qtrs
80 WALLEYE CAPITAL LLC 63.8K +16.8K (+35.7%) 4.13M +1.6M (+65.7%) 0.11% +0.029 pp 0.01% +0.003 pp USD56.16 +15.4% 11 qtrs
81 AMERIPRISE FINANCIAL INC 59.6K -13.9K (-18.9%) 3.86M -40.2K (-1.0%) 0.10% -0.024 pp 0.00% +0.000 pp USD40.24 +61.0% 34 qtrs
82 RAYMOND JAMES FINANCIAL INC 59.6K -23.0K (-27.8%) 3.86M -521.0K (-11.9%) 0.10% -0.040 pp 0.00% 0.000 pp USD53.09 +22.0% 5 qtrs
83 DEUTSCHE BANK AG\ 59.6K -10.4K (-14.9%) 3.86M +144.5K (+3.9%) 0.10% -0.018 pp 0.00% +0.000 pp USD50.83 +27.5% 34 qtrs
84 GABELLI FUNDS LLC 58.9K +33.9K (+135.3%) 3.81M +2.5M (+187.2%) 0.10% +0.059 pp 0.03% +0.017 pp USD59.81 +8.3% 2 qtrs
85 RUSSELL INVESTMENTS GROUP, LTD. 58.3K -4.4K (-6.9%) 3.78M +452.0K (+13.6%) 0.10% -0.008 pp 0.00% +0.000 pp USD40.96 +58.2% 34 qtrs
86 BARCLAYS PLC 58.0K +24.6K (+73.5%) 3.76M +2.3M (+149.7%) 0.10% +0.043 pp 0.00% +0.001 pp USD58.09 +11.5% 34 qtrs
87 LAZARD ASSET MANAGEMENT LLC 56.8K -60.1K (-51.4%) 3.68M -2.5M (-40.7%) 0.10% -0.105 pp 0.01% -0.002 pp USD51.01 +27.0% 16 qtrs
88 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 55.5K +1.9K (+3.5%) 3.60M +750.2K (+26.3%) 0.10% +0.003 pp 0.00% +0.001 pp USD53.42 +21.3% 34 qtrs
89 VICTORY CAPITAL MANAGEMENT INC 52.4K -857.1K (-94.2%) 3.39M -44.9M (-93.0%) 0.09% -1.493 pp 0.00% -0.026 pp USD48.80 +32.8% 34 qtrs
90 WALLEYE TRADING LLC 51.3K +3.0K (+6.2%) 3.32M +760.0K (+29.6%) 0.09% +0.005 pp 0.00% +0.001 pp USD53.86 +20.3% 5 qtrs
91 ALBERTA INVESTMENT MANAGEMENT CORP 50.0K +50.0K (+100.0%) 3.24M +3.2M (+100.0%) 0.09% +0.087 pp 0.02% +0.019 pp USD64.79 +0.0% 1 qtrs NEW
92 CENTIVA CAPITAL, LP 50.0K -86.7K (-63.4%) 3.24M -4.0M (-55.4%) 0.09% -0.151 pp 0.03% -0.043 pp USD53.08 +22.1% 2 qtrs
93 YAKIRA CAPITAL MANAGEMENT, INC. 49.8K +49.8K (+100.0%) 3.22M +3.2M (+100.0%) 0.09% +0.087 pp 1.08% +1.085 pp USD64.79 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.78
Neutral
Buys
1
Sells
2
Shares acquired
5.6K
Shares disposed
7.2K
Cash buys
Cash sales
Net activity
-1,588
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
2026-05-01 Wetzel Paul M. Director M-Exempt A Common Stock 3,703 0.00 20,826 D
2026-05-01 Juel Carol Director M-Exempt D Deferred Restricted Stock Units 3,361 0.00 7,553 D
2026-04-08 Pavlovich Melissa B. Officer M-Exempt A Common Stock 5,581 0.00 14,232 D
2026-03-02 Steigerwalt Eric T Director / Officer M-Exempt D Restricted Stock Units 14,216 0.00 14,217 D
2026-03-02 Spehar Edward A. Officer M-Exempt D Restricted Stock Units 3,976 0.00 0 D
2026-03-02 Rosenthal John Officer M-Exempt A Common Stock 10,669 0.00 96,878 D
2026-03-02 Pavlovich Melissa B. Officer F-InKind D Common Stock 468 59.98 28.1K 8,651 D
2026-03-02 Lin Allie Officer M-Exempt D Restricted Stock Units 1,899 0.00 0 D
2026-03-02 Lambert Myles Officer M-Exempt D Restricted Stock Units 2,923 0.00 5,844 D
2026-03-02 Huss Vonda Officer M-Exempt A Common Stock 6,103 0.00 29,565 D
2026-02-27 Steigerwalt Eric T Director / Officer A-Award A Common Stock 75,577 0.00 382,813 D
2026-02-27 Spehar Edward A. Officer F-InKind D Common Stock 8,877 59.98 532.4K 57,251 D
2026-02-27 Rosenthal John Officer F-InKind D Common Stock 7,907 59.98 474.3K 86,209 D
2026-02-27 Pavlovich Melissa B. Officer A-Award A Common Stock 1,302 0.00 8,124 D
2026-02-27 Lin Allie Officer A-Award A Common Stock 8,974 0.00 15,425 D
2026-02-27 Lambert Myles Officer F-InKind D Common Stock 6,600 59.98 395.9K 45,211 D
2026-02-27 Huss Vonda Officer F-InKind D Common Stock 3,858 59.98 231.4K 23,462 D
2025-08-30 Pavlovich Melissa B. Officer Common Stock 0 0.00 6,822 D
2025-07-01 Lambert Myles Officer M-Exempt A Common Stock 23,468 0.00 50,845 D
2025-06-12 Zlatkus Lizabeth H Director A-Award A Restricted Stock Units 2,837 0.00 2,837 D
2025-06-12 Wetzel Paul M. Director A-Award A Restricted Stock Units 2,837 0.00 2,837 D
2025-06-12 Offereins Diane E Director A-Award A Restricted Stock Units 2,837 0.00 2,837 D
2025-06-12 MALLESCH EILEEN A Director A-Award A Restricted Stock Units 2,837 0.00 2,837 D
2025-06-12 Juel Carol Director A-Award A Restricted Stock Units 2,837 0.00 2,837 D
2025-06-12 Inserra Michael J. Director A-Award A Restricted Stock Units 2,837 0.00 2,837 D
2025-06-12 Hooley Stephen C Director A-Award A Restricted Stock Units 2,837 0.00 2,837 D
2025-06-12 CHAPLIN C EDWARD Director A-Award A Restricted Stock Units 4,556 0.00 4,556 D
2025-06-06 Zlatkus Lizabeth H Director M-Exempt D Restricted Stock Units 3,850 0.00 0 D
2025-06-06 Wetzel Paul M. Director M-Exempt D Restricted Stock Units 3,850 0.00 0 D
2025-06-06 Offereins Diane E Director M-Exempt D Restricted Stock Units 3,850 0.00 0 D
2025-06-06 MALLESCH EILEEN A Director M-Exempt D Restricted Stock Units 3,850 0.00 0 D
2025-06-06 Juel Carol Director M-Exempt D Restricted Stock Units 3,850 0.00 0 D
2025-06-06 Inserra Michael J. Director M-Exempt D Restricted Stock Units 3,850 0.00 0 D
2025-06-06 Hooley Stephen C Director M-Exempt A Deferred Restricted Stock Units 3,850 0.00 17,879 D
2025-06-06 CHAPLIN C EDWARD Director M-Exempt D Restricted Stock Units 6,183 0.00 0 D
2025-06-03 Lambert Myles Officer S-Sale D Common Stock 1,309 59.10 77.4K 27,377 D
2025-06-02 Huss Vonda Officer S-Sale D Common Stock 3,000 59.51 178.5K 18,441 D
2025-05-27 Steigerwalt Eric T Director / Officer S-Sale D Common Stock 25,000 58.84 1.47M 307,236 D
2025-05-01 Wetzel Paul M. Director M-Exempt A Common Stock 1,120 0.00 16,003 D
2025-03-03 Lambert Myles Officer S-Sale D Common Stock 8,180 59.91 490.1K 35,997 D
2025-03-03 Huss Vonda Officer S-Sale D Common Stock 3,000 59.33 178.0K 21,441 D
2025-03-01 Steigerwalt Eric T Director / Officer M-Exempt D Restricted Stock Units 12,484 0.00 0 D
2025-03-01 Spehar Edward A. Officer F-InKind D Common Stock 6,752 0.00 47,342 D
2025-03-01 Rosenthal John Officer M-Exempt D Restricted Stock Units 3,815 0.00 0 D
2025-03-01 Lin Allie Officer M-Exempt D Restricted Stock Units 2,654 0.00 5,307 D
2025-03-01 Lambert Myles Officer M-Exempt D Restricted Stock Units 3,755 0.00 7,510 D
2025-03-01 Huss Vonda Officer M-Exempt A Common Stock 6,252 0.00 27,175 D
2025-03-01 Cook Richard A. Officer M-Exempt A Common Stock 903 0.00 6,331 D
2025-02-28 Steigerwalt Eric T Director / Officer A-Award A Common Stock 71,659 0.00 342,731 D
2025-02-28 Spehar Edward A. Officer A-Award A Common Stock 17,812 0.00 48,327 D
2025-02-28 Rosenthal John Officer F-InKind D Common Stock 7,244 59.31 429.6K 73,094 D
2025-02-28 Lin Allie Officer F-InKind D Common Stock 371 59.31 22.0K 3,740 D
2025-02-28 Lambert Myles Officer A-Award A Common Stock 12,284 0.00 45,691 D
2025-02-28 Huss Vonda Officer A-Award A Common Stock 7,370 0.00 24,218 D
2025-02-28 Cook Richard A. Officer F-InKind D Common Stock 338 59.31 20.0K 5,428 D
2025-02-26 Steigerwalt Eric T Director / Officer S-Sale D Common Stock 11,673 58.46 682.4K 284,399 D
2025-01-31 Rosenthal John Officer S-Sale D Common Stock 10,000 61.00 610.0K 66,262 D
2025-01-02 Cook Richard A. Officer J-Other A Common Stock 16 37.36 597.76 5,010 D
2024-12-03 Rosenthal John Officer S-Sale D Common Stock 10,000 52.31 523.1K 76,262 D
2024-12-03 Lambert Myles Officer S-Sale D Common Stock 43 52.33 2.3K 33,407 D
2024-12-02 Huss Vonda Officer S-Sale D Common Stock 3,000 52.21 156.6K 16,848 D
2024-11-26 Steigerwalt Eric T Director / Officer S-Sale D Common Stock 25,000 52.24 1.31M 296,072 D
2024-11-15 Spehar Edward A. Officer S-Sale D Common Stock 7,125 50.98 363.2K 30,515 D
2024-11-09 Cook Richard A. Officer Common Stock 0 0.00 4,994 D
2024-10-11 Rosenthal John Officer S-Sale D Common Stock 4,265 46.04 196.4K 86,262 D
2024-10-01 Toscano Kristine Officer M-Exempt A Common Stock 1,817 0.00 5,076 D
2024-09-04 Rosenthal John Officer S-Sale D Common Stock 735 46.01 33.8K 90,527
2024-09-03 Rosenthal John Officer S-Sale D Common Stock 5,000 45.22 226.1K 91,262
2024-09-03 Lambert Myles Officer S-Sale D Common Stock 8,352 45.15 377.1K 41,855
2024-09-03 Huss Vonda Officer S-Sale D Common Stock 3,000 45.29 135.9K 19,848
2024-08-26 Steigerwalt Eric T Director / Officer S-Sale D Common Stock 25,000 45.67 1.14M 321,072
2024-08-15 Spehar Edward A. Officer S-Sale D Common Stock 7,125 41.74 297.4K 37,640
2024-07-10 Rosenthal John Officer S-Sale D Common Stock 5,000 46.00 230.0K 96,262
2024-06-06 Zlatkus Lizabeth H Director A-Award A Restricted Stock Units 3,850 0.00 3,850
2024-06-06 Wetzel Paul M. Director M-Exempt A Deferred Restricted Stock Units 3,703 0.00 7,064
2024-06-06 Offereins Diane E Director A-Award A Restricted Stock Units 3,850 0.00 3,850
2024-06-06 MALLESCH EILEEN A Director M-Exempt A Deferred Restricted Stock Units 3,703 0.00 14,133
2024-06-06 Juel Carol Director M-Exempt D Restricted Stock Units 3,703 0.00 0
2024-06-06 Inserra Michael J. Director M-Exempt A Common Stock 273 0.00 5,773
2024-06-06 Hooley Stephen C Director M-Exempt D Restricted Stock Units 3,703 0.00 0
2024-06-06 CHAPLIN C EDWARD Director M-Exempt A Common Stock 5,947 0.00 43,715
2024-06-03 Steigerwalt Eric T Director / Officer S-Sale D Common Stock 24,600 44.37 1.09M 346,472
2024-06-03 Rosenthal John Officer S-Sale D Common Stock 5,000 45.12 225.6K 101,262
2024-06-03 Lambert Myles Officer S-Sale D Common Stock 8,200 44.28 363.1K 50,407
2024-06-03 Huss Vonda Officer S-Sale D Common Stock 3,000 45.12 135.4K 22,848
2024-05-30 Inserra Michael J. Director P-Purchase A Common Stock 2,500 43.20 108.0K 5,500
2024-05-29 Spehar Edward A. Officer S-Sale D Common Stock 7,125 41.91 298.6K 44,765
2024-05-01 Wetzel Paul M. Director M-Exempt A Common Stock 3,615 0.00 14,883
2024-04-09 Zlatkus Lizabeth H Director A-Award A Restricted Stock Units 547 0.00 547
2024-04-09 Inserra Michael J. Director D Common Stock 0 0.00 3,000
2024-03-01 Toscano Kristine Officer M-Exempt D Restricted Stock Units 823 0.00 1,644
2024-03-01 Steigerwalt Eric T Director / Officer M-Exempt A Common Stock 34,649 0.00 425,414
2024-03-01 Spehar Edward A. Officer M-Exempt A Common Stock 13,165 0.00 66,964
2024-03-01 Rosenthal John Officer M-Exempt D Restricted Stock Units 3,285 0.00 6,569
2024-03-01 Lin Allie Officer F-InKind D Common Stock 1,152 46.16 53.2K 3,911
2024-03-01 Lambert Myles Officer M-Exempt A Common Stock 9,323 0.00 71,307
2024-03-01 Huss Vonda Officer M-Exempt A Common Stock 6,010 0.00 33,090
2024-02-26 Steigerwalt Eric T Director / Officer S-Sale D Common Stock 22,240 46.86 1.04M 393,525
2024-02-26 Rosenthal John Officer S-Sale D Common Stock 10,000 46.86 468.6K 111,452
2024-02-26 Lambert Myles Officer S-Sale D Common Stock 10,000 47.11 471.1K 61,984
2024-02-26 Huss Vonda Officer S-Sale D Common Stock 10,000 46.85 468.5K 27,080
2024-02-06 Steigerwalt Eric T Director / Officer A-Award A Common Stock 88,995 0.00 415,765
2024-02-06 Spehar Edward A. Officer A-Award A Common Stock 21,005 0.00 60,924
2024-02-06 Rosenthal John Officer A-Award A Common Stock 21,394 0.00 121,452
2024-02-06 Lin Allie Officer A-Award A Common Stock 1,128 0.00 2,504
2024-02-06 Lambert Myles Officer A-Award A Common Stock 15,656 0.00 71,984
2024-02-06 Huss Vonda Officer A-Award A Common Stock 10,268 0.00 37,080
2023-10-02 Toscano Kristine Officer M-Exempt A Common Stock 1,708 0.00 3,165
2023-06-08 Wetzel Paul M. Director M-Exempt A Deferred Restricted Stock Units 3,361 0.00 6,976
2023-06-08 Shouvlin Patrick J. Director M-Exempt D Restricted Stock Units 3,361 0.00 0
2023-06-08 Offereins Diane E Director M-Exempt D Restricted Stock Units 3,361 0.00 0
2023-06-08 MALLESCH EILEEN A Director M-Exempt D Restricted Stock Units 3,361 0.00 0
2023-06-08 Juel Carol Director M-Exempt A Deferred Restricted Stock Units 3,361 0.00 3,361
2023-06-08 Hooley Stephen C Director M-Exempt D Restricted Stock Units 3,361 0.00 0
2023-06-08 CHAPLIN C EDWARD Director M-Exempt A Common Stock 5,398 0.00 37,768
2023-06-08 Britt Irene Chang Director M-Exempt D Restricted Stock Units 3,361 0.00 0
2023-06-08 BANCROFT PHILIP V Director M-Exempt D Restricted Stock Units 966 0.00 0
2023-05-31 Wetzel Paul M. Director M-Exempt A Common Stock 3,454 0.00 11,268
2023-03-27 BANCROFT PHILIP V Director A-Award A Restricted Stock Units 966 0.00 966
2023-03-01 Toscano Kristine Officer A-Award A Restricted Stock Units 2,467 0.00 2,467
2023-03-01 Steigerwalt Eric T Director / Officer A-Award A Common Stock 108,198 58.35 6.31M 374,594
2023-03-01 Spehar Edward A. Officer M-Exempt D Restricted Stock Units 3,906 0.00 0
2023-03-01 Rosenthal John Officer M-Exempt D Restricted Stock Units 4,443 0.00 4,443
2023-03-01 Lin Allie Officer F-InKind D Common Stock 456 58.35 26.6K 1,336
2023-03-01 Lambert Myles Officer M-Exempt A Common Stock 10,323 0.00 52,195
2023-03-01 Huss Vonda Officer M-Exempt D Restricted Stock Units 1,998 0.00 3,994
2023-01-03 Lin Allie Officer A-Award A Common Stock 15 38.35 575.25 873
2022-12-12 Lin Allie Officer Common Stock 0 0.00 858 D
2022-10-01 Toscano Kristine Officer M-Exempt A Common Stock 1,470 0.00 1,470
2022-09-03 Spehar Edward A. Officer F-InKind D Common Stock 4,246 46.88 199.1K 21,577
2022-07-01 Lambert Myles Officer A-Award A Restricted Stock Units 23,468 0.00 23,468
2022-06-08 Wetzel Paul M. Director M-Exempt D Restricted Stock Units 3,615 0.00 0
2022-06-08 Shouvlin Patrick J. Director M-Exempt D Restricted Stock Units 3,615 0.00 0
2022-06-08 Offereins Diane E Director M-Exempt A Common Stock 3,615 0.00 14,883
2022-06-08 MALLESCH EILEEN A Director A-Award A Restricted Stock Units 3,361 0.00 3,361
2022-06-08 Juel Carol Director A-Award A Restricted Stock Units 3,361 0.00 3,361
2022-06-08 Hooley Stephen C Director M-Exempt D Restricted Stock Units 3,615 0.00 0
2022-06-08 CHAPLIN C EDWARD Director M-Exempt D Restricted Stock Units 5,806 0.00 0
2022-06-08 Britt Irene Chang Director M-Exempt A Deferred Restricted Stock Units 3,615 0.00 7,069
2022-03-01 Toscano Kristine Officer A-Award A Restricted Stock Units 2,247 0.00 2,247
2022-03-01 Steigerwalt Eric T Director / Officer F-InKind D Common Stock 36,636 48.06 1.76M 245,169
2022-03-01 Spehar Edward A. Officer M-Exempt A Common Stock 8,269 0.00 19,968
2022-03-01 Rosenthal John Officer M-Exempt D Restricted Stock Units 5,115 0.00 5,115
2022-03-01 Murphy Conor Officer A-Award A Common Stock 17,902 48.06 860.4K 60,384
2022-03-01 Lambert Myles Officer M-Exempt D Restricted Stock Units 3,743 0.00 3,743
2022-03-01 Huss Vonda Officer M-Exempt A Common Stock 5,253 0.00 17,559
2022-03-01 DeBiase Christine M. Officer M-Exempt D Restricted Stock Units 3,393 0.00 6,786
2021-11-17 Juel Carol Director A-Award D Restricted Stock Units 1,791 0.00 1,791
2021-10-01 Toscano Kristine Officer A-Award A Restricted Stock Units 1,470 0.00 1,470
2021-09-10 Toscano Kristine Officer D No Securities Beneficially Owned 0 0.00 0
2021-06-10 Wetzel Paul M. Director M-Exempt D Restricted Stock Units 3,454 0.00 0
2021-06-10 Shouvlin Patrick J. Director M-Exempt D Restricted Stock Units 3,454 0.00 0
2021-06-10 Offereins Diane E Director A-Award A Restricted Stock Units 3,615 0.00 3,615
2021-06-10 McCarthy Margaret M Director M-Exempt D Restricted Stock Units 3,454 0.00 0
2021-06-10 MALLESCH EILEEN A Director A-Award A Restricted Stock Units 3,615 0.00 3,615
2021-06-10 Hooley Stephen C Director M-Exempt D Restricted Stock Units 3,350 0.00 0
2021-06-10 CHAPLIN C EDWARD Director M-Exempt D Restricted Stock Units 6,332 0.00 0
2021-06-10 Britt Irene Chang Director M-Exempt A Deferred Restricted Stock Units 3,454 0.00 3,454
2021-03-01 Steigerwalt Eric T Director / Officer A-Award A Common Stock 36,468 41.26 1.50M 194,550
2021-03-01 Spehar Edward A. Officer A-Award A Restricted Stock Units 13,087 0.00 13,087
2021-03-01 Rosenthal John Officer M-Exempt A Common Stock 11,164 0.00 64,050
2021-03-01 Murphy Conor Officer F-InKind D Common Stock 1,859 41.26 76.7K 35,914
2021-03-01 Lambert Myles Officer M-Exempt D Restricted Stock Units 3,744 0.00 7,486
2021-03-01 Huss Vonda Officer F-InKind D Common Stock 756 41.26 31.2K 12,306
2021-03-01 Dumais Lynn A. Officer M-Exempt A Common Stock 3,819 0.00 10,534
2021-03-01 DeBiase Christine M. Officer A-Award A Common Stock 8,154 41.26 336.4K 45,911
2021-01-28 Huss Vonda Officer D Common Stock 0 0.00 7,922
2020-09-03 Spehar Edward A. Officer F-InKind D Common Stock 1,693 30.55 51.7K 9,005
2020-08-19 Hooley Stephen C Director A-Award A Restricted Stock Units 3,350 0.00 3,350
2020-06-10 Wetzel Paul M. Director M-Exempt D Restricted Stock Units 3,120 0.00 0
2020-06-10 Wallace William Francis Director M-Exempt D Restricted Stock Unit 3,120 0.00 0
2020-06-10 Shouvlin Patrick J. Director M-Exempt D Restricted Stock Units 3,120 0.00 0
2020-06-10 Offereins Diane E Director M-Exempt D Restricted Stock Units 3,120 0.00 0
2020-06-10 McCarthy Margaret M Director A-Award A Restricted Stock Units 3,454 0.00 3,454
2020-06-10 MALLESCH EILEEN A Director M-Exempt D Restricted Stock Units 3,120 0.00 0
2020-06-10 CHAPLIN C EDWARD Director M-Exempt D Restricted Stock Units 5,720 0.00 0
2020-06-10 Britt Irene Chang Director M-Exempt D Restricted Stock Units 3,120 0.00 0
2020-03-12 Wallace William Francis Director P-Purchase A Common Stock 5,000 22.83 114.2K 9,694
2020-03-12 Shouvlin Patrick J. Director P-Purchase A Common Stock 1,100 20.14 22.2K 9,694
2020-03-10 Spehar Edward A. Officer P-Purchase A Common Stock 5,000 24.32 121.6K 5,000
2020-03-10 DeBiase Christine M. Officer P-Purchase A Common Stock 5,000 24.59 123.0K 31,072
2020-03-09 Steigerwalt Eric T Director / Officer P-Purchase A Common Stock 10,000 23.71 237.1K 135,816
2020-03-09 Rosenthal John Officer P-Purchase A Common Stock 15,000 23.83 357.4K 52,886
2020-03-09 CHAPLIN C EDWARD Director P-Purchase A Common Stock 3,000 23.87 71.6K 14,512
2020-03-01 Steigerwalt Eric T Director / Officer M-Exempt A Common Stock 20,899 0.00 132,008
2020-03-01 Spehar Edward A. Officer A-Award A Restricted Stock Units 11,718 0.00 11,718
2020-03-01 Rosenthal John Officer M-Exempt A Common Stock 6,049 0.00 39,965
2020-03-01 Murphy Conor Officer M-Exempt D Restricted Stock Units 1,605 0.00 1,605
2020-03-01 Lambert Myles Officer M-Exempt D Restricted Stock Units 1,605 0.00 1,605
2020-03-01 Dumais Lynn A. Officer M-Exempt D Restricted Stock Units 1,745 0.00 1,745
2020-03-01 DeBiase Christine M. Officer M-Exempt D Restricted Stock Units 2,090 0.00 2,091
2019-09-03 Spehar Edward A. Officer A-Award A Restricted Stock Units 9,554 0.00 9,554
2019-08-30 Steigerwalt Eric T Director / Officer S-Sale D Common Stock 130 35.26 4.6K 111,109
2019-08-30 Lambert Myles Officer S-Sale D Common Stock 12 35.26 423.12 16,930
2019-08-30 DeBiase Christine M. Officer S-Sale D Common Stock 185 35.26 6.5K 22,131
2019-08-27 Rosenthal John Officer P-Purchase A Common Stock 10,000 35.61 356.1K 33,916
2019-08-22 Murphy Conor Officer P-Purchase A Common Stock 3,000 35.68 107.0K 20,902
2019-08-14 Lambert Myles Officer P-Purchase A Common Stock 3,000 34.18 102.5K 16,942
2019-08-12 Steigerwalt Eric T Director / Officer P-Purchase A Common Stock 12,500 34.04 425.5K 111,239
2019-08-12 Spehar Edward A. Officer D No Shares Beneficially Owned 0 0.00 0

Executive team

Top executives
EBIT / Employee
447.1K
Shares Outstanding
57.18M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-14 DEFA14A
2026-04-14 DEF 14A
2026-02-04 DEFA14A
2025-04-29 DEFA14A
2025-04-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 10-Q
2026-05-06 8-K
2026-05-05 4
2026-05-05 4
2026-04-29 SC 13G
2026-04-14 DEFA14A
2026-04-14 DEF 14A
2026-04-14 ARS
2026-04-09 4
2026-03-26 SC 13G/A

Executive team

NameTitleCompensationGender
Eric Thomas Steigerwalt President, Chief Executive Officer & Director 4M male
John Lloyd Rosenthal Executive Vice President & Chief Investment Officer 2M male
Edward Allen Spehar Jr. Executive Vice President & Chief Financial Officer 2M male
Myles Joseph Lambert Executive Vice President & Chief Operating Officer 2M male
Allie Lin Executive VP, General Counsel & Corporate Secretary 2M female
Vonda R. Huss Executive Vice President & Chief Human Resources Officer 1M female
Jeff Hughes Executive Vice President & Chief Technology Officer
Melissa Pavlovich Chief Accounting Officer female
David Alan Rosenbaum Executive Vice President and Head of Product & Underwriting male
Dana Amante Head of Investor Relations female
ESG Rating
B
INSURANCE - LIFE
2026
E (Environmental)
97.7 / 66.1
Company / Sector avg.
S (Social)
94.5 / 78.2
Company / Sector avg.
G (Governance)
71.8 / 68.8
Company / Sector avg.
ESG Total
88.0 / 71.0
Company / Sector avg.
ESG Score History INSURANCE - LIFE
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2017-08-24 2017-09-12 Sheldon Whitehouse RI Joint Sale (Full) $1,001 - $15,000
2017-08-23 2017-09-19 Gary Peters MI Self Sale (Full) $1,001 - $15,000
2017-08-07 2017-09-12 Sheldon Whitehouse RI Joint Exchange $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-04-14 2023-05-12 Jonathan Jackson IL01 Joint Sale (Full) $15,001 - $50,000
2023-02-28 2023-05-12 Jonathan Jackson IL01 Joint Purchase $15,001 - $50,000
2020-03-18 2020-04-16 Gilbert Cisneros CA31 -- Sale (Partial) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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

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

Dividend history

Earnings history

Earnings reports

Stock splits