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BJ's Wholesale Club Holdings, Inc. (BJ)

USD91.52 +1.81 (+2.01%)
US NYSE Consumer Defensive Discount Stores
Address 25 Research Drive 1581
Westborough, MA, US
CEO Robert W. Eddy
Website bjs.com
IPO 2018-06-28
CIK 1531152 ISIN US05550J1016

Explore sections of this company profile

Description

BJ's Wholesale Club Holdings, Inc., alongside its subsidiaries, manages a network of membership-based retail warehouses primarily located across the eastern United States. This enterprise provides a range of products including perishable goods, general merchandise, and gasoline, in addition to various supplementary services. Customers can acquire items through its dedicated websites—BJs.com, BerkleyJensen.com, Wellsleyfarms.com, and Delivery.bjs.com—as well as via its mobile application. By June 10, 2022, the company's operational footprint extended to 229 warehouse clubs and 160 gas stations across 17 states. Originally incorporated as Beacon Holding Inc., the company rebranded to BJ's Wholesale Club Holdings, Inc. in February 2018. Established in 1984, its corporate headquarters are situated in Westborough, Massachusetts.

News Sentiment (7d)
24 Negative

Based on only 1 article — low confidence

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
USD91.52 +1.81 (+2.01%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.23
Float Shares
127.92M
Free Float %
100.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-8.25% -9.98% -8.13% -12.43% -1.51% -3.77% -24.63% +36.40% +94.52% +293.82% +293.82%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (27 ratings, all time) Hold
Price Targets & DCF
Current price
91.52
Low 114.00 +24.6%
Consensus 114.00 +24.6%
Median 114.00 +24.6%
High 114.00 +24.6%
DCF (Unlevered) 166.78 +82.2%
DCF (Levered) 139.40 +52.3%

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) 44% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 11 0
Hold 12 +1
Sell 0 0
Strong Sell 2 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
114.00
+24.6%
Last Year 4
112.25
+22.7%
All Time 24
80.58
-11.9%
Quality scores
Altman Z-Score
4.33
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 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
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Discount Stores: +8.2%
    +4.7% Q2'26: +9.9% (vs Q2'25)
  • EPS growth Discount Stores: +10.0%
    +9.5% Q2'26: -2.7% (vs Q2'25)
  • FCF margin FCF growth · Discount Stores: +10.0%
    +3.3% Q2'26: -0.7% (vs Q2'25)
  • EBIT margin Discount Stores: +6.1%
    +3.9% Q2'26: +0.0% (vs Q2'25)
  • ROIC Discount Stores: +10.6%
    +13.3% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Discount Stores: +0.2%
    -1.2% Q2'26: -2.5% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Discount Stores: 1.29×
    2.30× Q2'26: 3.44× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.27) × ERP
WACC = 81% × Ke + 19% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 166.78 Current price: 91.52
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Jan 2016
actual
Jan 2019
actual
Jan 2020
actual
Jan 2021
actual
Jan 2022
actual
Jan 2023
actual
Jan 2024
actual
Jan 2025
actual
Jan 2026
13 Rev. Ana.
16 EPS Ana.
Jan 2027
16 Rev. Ana.
15 EPS Ana.
Jan 2028
13 Rev. Ana.
13 EPS Ana.
Jan 2029
8 Rev. Ana.
4 EPS Ana.
Jan 2030
4 Rev. Ana.
2 EPS Ana.
Jan 2031
3 Rev. Ana.
3 EPS Ana.
Revenue
12.47B
est: 13.55B (-8.0%)
13.01B
est: 12.98B (+0.2%)
13.19B
est: 13.19B (0.0%)
15.43B
est: 15.42B (+0.1%)
16.67B
est: 16.70B (-0.2%)
19.32B
est: 19.20B (+0.6%)
19.97B
est: 20.16B (-1.0%)
20.50B
est: 20.50B (0.0%)
21.43B
21.33B – 21.59B
+4.5% YoY
23.15B
22.36B – 24.46B
+8.0% YoY
24.57B
24.01B – 26.25B
+6.2% YoY
25.97B
25.74B – 26.19B
+5.7% YoY
28.17B
27.28B – 29.86B
+8.5% YoY
29.97B
29.01B – 31.76B
+6.4% YoY
EBITDA
356.87M
est: 674.78M (-47.1%)
436.95M
est: 646.37M (-32.4%)
502.63M
est: 656.94M (-23.5%)
796.35M
est: 767.70M (+3.7%)
788.68M
est: 831.79M (-5.2%)
933.26M
est: 675.91M (+38.1%)
1.03B
est: 1.20B (-14.4%)
1.03B
est: 1.22B (-15.3%)
1.27B
1.27B – 1.28B
+4.5% YoY
1.38B
1.33B – 1.45B
+8.0% YoY
1.46B
1.43B – 1.56B
+6.2% YoY
1.54B
1.53B – 1.56B
+5.7% YoY
1.67B
1.62B – 1.77B
+8.5% YoY
1.78B
1.72B – 1.89B
+6.4% YoY
EBIT
179.39M
est: 522.27M (-65.7%)
274.73M
est: 500.28M (-45.1%)
345.63M
est: 508.46M (-32.0%)
628.89M
est: 594.19M (+5.8%)
608.13M
est: 643.79M (-5.5%)
732.33M
est: 560.36M (+30.7%)
798.24M
est: 850.82M (-6.2%)
770.40M
est: 865.14M (-11.0%)
904.34M
900.12M – 911.09M
+4.5% YoY
976.68M
943.39M – 1.03B
+8.0% YoY
1.04B
1.01B – 1.11B
+6.2% YoY
1.10B
1.09B – 1.10B
+5.7% YoY
1.19B
1.15B – 1.26B
+8.5% YoY
1.26B
1.22B – 1.34B
+6.4% YoY
Net Income
24.10M
est: 587.86M (-95.9%)
127.26M
est: 166.28M (-23.5%)
187.18M
est: 195.33M (-4.2%)
421.03M
est: 407.52M (+3.3%)
426.65M
est: 427.58M (-0.2%)
513.18M
est: 508.10M (+1.0%)
523.74M
est: 518.68M (+1.0%)
534.42M
est: 522.45M (+2.3%)
571.34M
567.65M – 583.50M
+9.4% YoY
590.43M
567.16M – 602.94M
+3.3% YoY
631.43M
616.04M – 677.25M
+6.9% YoY
703.46M
673.18M – 733.73M
+11.4% YoY
765.98M
734.33M – 825.56M
+8.9% YoY
834.66M
800.16M – 899.58M
+9.0% YoY
SGA
1.80B
est: 1.96B (-8.2%)
2.05B
est: 1.88B (+9.3%)
2.06B
est: 1.91B (+8.0%)
2.33B
est: 2.23B (+4.4%)
2.45B
est: 2.41B (+1.3%)
2.67B
est: 2.17B (+23.3%)
2.82B
est: 2.90B (-2.6%)
2.98B
est: 2.95B (+1.2%)
3.08B
3.07B – 3.10B
+4.5% YoY
3.33B
3.21B – 3.52B
+8.0% YoY
3.53B
3.45B – 3.77B
+6.2% YoY
3.73B
3.70B – 3.76B
+5.7% YoY
4.05B
3.92B – 4.29B
+8.5% YoY
4.31B
4.17B – 4.57B
+6.4% YoY
EPS
0.19
est: 4.40 (-95.7%)
1.09
est: 1.24 (-12.4%)
1.37
est: 1.46 (-6.3%)
3.09
est: 3.05 (+1.3%)
3.15
est: 3.20 (-1.6%)
3.83
est: 3.81 (+0.6%)
3.94
est: 3.91 (+0.9%)
4.04
est: 3.98 (+1.5%)
4.37
4.30 – 4.42
+9.7% YoY
4.52
4.29 – 4.57
+3.4% YoY
4.90
4.66 – 5.13
+8.4% YoY
5.33
5.10 – 5.56
+8.8% YoY
5.80
5.56 – 6.25
+8.9% YoY
6.32
6.06 – 6.81
+9.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-15 JP Morgan Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-22 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-21 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-20 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-19 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-18 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-15 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-14 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-13 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-12 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-11 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-08 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-07 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-06 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-05 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-04 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-01 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-30 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-29 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-28 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-27 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-24 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
463.18M
OE per share TTM
3.53
Owner's Yield
4.16%
Maintenance CapEx ratio
59.19%
Maint CapEx / Avg PPE
19.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
648
Total invested
13.36B
Insider transactions (90d)
1
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 15.63M 10.80% 15.30M 15.63M HC Delaware 2022-01-27
2 Abigail P. Johnson 14.35M 10.82% 14.35M IN Delaware 2024-11-12
3 FMR LLC 14.35M 10.82% 13.12M 14.35M HC Delaware 2024-11-12
4 The Vanguard Group - 23-1945930 13.51M 9.84% 316.6K 428.6K IA Pennsylvania 2021-02-10
5 Wells Fargo & Company 7.79M 5.68% 310.2K 961.2K 310.2K HC Delaware 2021-02-11
6 Wells Capital Management Incorporated 7.19M 5.24% 6.98M IA California 2021-02-11
7 William Blair Investment Management, LLC 7.10M 5.20% 6.35M 7.10M IA Delaware 2021-02-11
8 LLC 0.00% IA Delaware 2022-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
648
-7 vs prev Q
New positions
89
Closed positions
90
Increased
312
Reduced
227
Put/Call ratio
0.75
Calls held
806.0K
Puts held
601.2K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 480.6K +480.6K (+100.0%) 43.27B +43.3B (+100.0%) 0.37% +0.366 pp 0.07% +0.065 pp USD90.03 +0.0% 1 qtrs NEW
2 VICTORY CAPITAL MANAGEMENT INC 12.93M +4.7M (+57.2%) 1.16B +395.4M (+51.4%) 9.86% +3.615 pp 0.66% +0.207 pp USD88.27 +2.0% 28 qtrs
3 VANGUARD GROUP INC 12.74M -241.5K (-1.9%) 1.15B -63.5M (-5.3%) 9.71% -0.139 pp 0.02% -0.002 pp USD30.15 +198.6% 31 qtrs
4 BLACKROCK, INC. 12.28M +266.9K (+2.2%) 1.11B -14.6M (-1.3%) 9.36% +0.246 pp 0.02% -0.001 pp USD83.75 +7.5% 6 qtrs
5 FMR LLC 7.84M -309.1K (-3.8%) 706.23M -54.1M (-7.1%) 5.98% -0.207 pp 0.04% -0.004 pp USD58.81 +53.1% 31 qtrs
6 FRANKLIN RESOURCES INC 6.51M +737.1K (+12.8%) 586.51M +47.8M (+8.9%) 4.97% +0.582 pp 0.14% +0.010 pp USD81.50 +10.5% 25 qtrs
7 STATE STREET CORP 5.47M +389.3K (+7.7%) 492.63M +18.7M (+3.9%) 4.17% +0.315 pp 0.02% +0.000 pp USD49.86 +80.6% 30 qtrs
8 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3.91M -345.6K (-8.1%) 351.83M -44.8M (-11.3%) 2.98% -0.249 pp 0.94% -0.022 pp USD81.75 +10.1% 12 qtrs
9 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3.46M -1.3M (-27.9%) 311.14M -135.7M (-30.4%) 2.63% -1.001 pp 0.10% -0.038 pp USD88.58 +1.6% 9 qtrs
10 WELLINGTON MANAGEMENT GROUP LLP 3.45M +179.7K (+5.5%) 310.83M +5.6M (+1.8%) 2.63% +0.148 pp 0.05% +0.001 pp USD103.15 -12.7% 14 qtrs
11 RIVER ROAD ASSET MANAGEMENT, LLC 3.40M +298.0K (+9.6%) 306.44M +16.8M (+5.8%) 2.59% +0.238 pp 3.36% +0.116 pp USD68.83 +30.8% 26 qtrs
12 JPMORGAN CHASE & CO 3.09M +736.0K (+31.3%) 278.05M +58.7M (+26.8%) 2.35% +0.569 pp 0.02% +0.004 pp USD68.95 +30.6% 31 qtrs
13 MORGAN STANLEY 3.08M -791.6K (-20.5%) 276.98M -83.7M (-23.2%) 2.35% -0.590 pp 0.02% -0.005 pp USD77.88 +15.6% 31 qtrs
14 GEODE CAPITAL MANAGEMENT, LLC 3.07M +49.6K (+1.6%) 276.42M -5.3M (-1.9%) 2.34% +0.048 pp 0.02% -0.001 pp USD55.79 +61.4% 30 qtrs
15 BANK OF NEW YORK MELLON CORP 2.84M -94.4K (-3.2%) 255.42M -17.9M (-6.6%) 2.16% -0.062 pp 0.05% -0.008 pp USD86.01 +4.7% 31 qtrs
16 SELECT EQUITY GROUP, L.P. 2.69M -236.0K (-8.1%) 242.37M -30.7M (-11.2%) 2.05% -0.170 pp 1.04% -0.080 pp USD107.88 -16.5% 5 qtrs
17 DIMENSIONAL FUND ADVISORS LP 1.93M +480.7K (+33.2%) 173.54M +38.6M (+28.6%) 1.47% +0.372 pp 0.04% +0.007 pp USD54.57 +65.0% 28 qtrs
18 BESSEMER GROUP INC 1.87M -2.0M (-51.7%) 167.94M -192.3M (-53.4%) 1.42% -1.509 pp 0.26% -0.293 pp USD84.36 +6.7% 17 qtrs
19 INVESCO LTD. 1.82M +130.5K (+7.7%) 163.61M +6.3M (+4.0%) 1.39% +0.105 pp 0.03% +0.000 pp USD86.38 +4.2% 30 qtrs
20 BANK OF AMERICA CORP /DE/ 1.71M +235.0K (+15.9%) 154.39M +16.4M (+11.9%) 1.31% +0.184 pp 0.01% +0.002 pp USD68.76 +30.9% 31 qtrs
21 NORGES BANK 1.69M +1.7M (+100.0%) 151.76M +151.8M (+100.0%) 1.28% +1.285 pp 0.02% +0.016 pp USD90.03 +0.0% 1 qtrs NEW
22 CLEARBRIDGE INVESTMENTS, LLC 1.65M -521.3K (-24.0%) 148.32M -53.9M (-26.7%) 1.26% -0.390 pp 0.12% -0.034 pp USD38.58 +133.4% 31 qtrs
23 ALLIANCEBERNSTEIN L.P. 1.49M -29.2K (-1.9%) 134.49M -7.5M (-5.3%) 1.14% -0.017 pp 0.04% -0.002 pp USD85.57 +5.2% 31 qtrs
24 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 1.18M +95.4K (+8.8%) 106.66M +5.1M (+5.0%) 0.90% +0.077 pp 0.07% +0.005 pp USD96.58 -6.8% 3 qtrs
25 NORTHERN TRUST CORP 1.12M -26.2K (-2.3%) 100.52M -6.0M (-5.7%) 0.85% -0.016 pp 0.01% -0.001 pp USD49.20 +83.0% 31 qtrs
26 CAPITAL INTERNATIONAL INVESTORS 1.11M -66.0 (0.0%) 99.61M -3.6M (-3.5%) 0.84% +0.004 pp 0.02% -0.001 pp USD44.87 +100.6% 20 qtrs
27 BOSTON TRUST WALDEN CORP 924.3K -496.0 (-0.1%) 83.21M -3.0M (-3.5%) 0.70% +0.003 pp 0.63% -0.005 pp USD70.29 +28.1% 13 qtrs
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 908.9K +20.9K (+2.4%) 81.82M -976.1K (-1.2%) 0.69% +0.019 pp 0.01% -0.001 pp USD41.63 +116.3% 30 qtrs
29 WELLS FARGO & COMPANY/MN 875.2K -48.8K (-5.3%) 78.79M -7.4M (-8.6%) 0.67% -0.034 pp 0.01% -0.002 pp USD72.20 +24.7% 31 qtrs
30 MARSHALL WACE, LLP 867.1K +506.3K (+140.3%) 78.07M +44.4M (+132.0%) 0.66% +0.387 pp 0.07% +0.037 pp USD97.03 -7.2% 4 qtrs
31 TIMESSQUARE CAPITAL MANAGEMENT, LLC 865.9K -218.5K (-20.1%) 77.96M -23.2M (-22.9%) 0.66% -0.163 pp 1.17% -0.272 pp USD62.89 +43.2% 31 qtrs
32 PRIMECAP MANAGEMENT CO/CA/ 843.4K -10.6K (-1.2%) 75.93M -3.7M (-4.7%) 0.64% -0.005 pp 0.06% -0.004 pp USD41.62 +116.3% 27 qtrs
33 RAYMOND JAMES FINANCIAL INC 831.1K -21.6K (-2.5%) 74.83M -4.7M (-5.9%) 0.63% -0.014 pp 0.02% -0.002 pp USD89.56 +0.5% 5 qtrs
34 LORD, ABBETT & CO. LLC 815.2K -41.2K (-4.8%) 73.39M -6.5M (-8.1%) 0.62% -0.028 pp 0.23% -0.013 pp USD58.38 +54.2% 20 qtrs
35 D. E. SHAW & CO., INC. 810.2K +408.5K (+101.7%) 72.94M +35.5M (+94.7%) 0.62% +0.313 pp 0.04% +0.019 pp USD92.77 -3.0% 17 qtrs
36 GW&K INVESTMENT MANAGEMENT, LLC 763.6K -59.0K (-7.2%) 68.75M -8.0M (-10.4%) 0.58% -0.042 pp 0.59% -0.084 pp USD41.92 +114.8% 27 qtrs
37 AMERIPRISE FINANCIAL INC 758.2K -206.7K (-21.4%) 68.26M -21.7M (-24.1%) 0.58% -0.154 pp 0.02% -0.005 pp USD59.20 +52.1% 31 qtrs
38 741.0K -444.3K (-37.5%) 66.71M -43.8M (-39.6%) 0.56% -0.335 pp 0.96% -0.744 pp USD93.25 -3.5% 2 qtrs
39 FIDUCIARY MANAGEMENT INC /WI/ 724.2K -41.1K (-5.4%) 65.20M -6.2M (-8.6%) 0.55% -0.029 pp 0.72% -0.005 pp USD64.82 +38.9% 18 qtrs
40 MENORA MIVTACHIM HOLDINGS LTD. 694.9K +240.6K (+53.0%) 62.56M +20.2M (+47.7%) 0.53% +0.185 pp 0.29% +0.079 pp USD101.67 -11.4% 3 qtrs
41 ROYAL BANK OF CANADA 656.4K +342.8K (+109.3%) 59.10M +29.8M (+102.1%) 0.50% +0.262 pp 0.01% +0.005 pp USD82.71 +8.9% 31 qtrs
42 UBS GROUP AG 654.5K -411.2K (-38.6%) 58.93M -40.5M (-40.7%) 0.50% -0.310 pp 0.01% -0.006 pp USD90.13 -0.1% 31 qtrs
43 ENVESTNET ASSET MANAGEMENT INC 643.4K -26.7K (-4.0%) 57.92M -4.6M (-7.3%) 0.49% -0.018 pp 0.02% -0.001 pp USD64.84 +38.8% 29 qtrs
44 ROCKEFELLER CAPITAL MANAGEMENT L.P. 610.5K -217.3K (-26.3%) 54.96M -22.2M (-28.8%) 0.47% -0.163 pp 0.10% -0.052 pp USD88.66 +1.5% 28 qtrs
45 PRINCIPAL FINANCIAL GROUP INC 608.2K -176.3K (-22.5%) 54.75M -18.4M (-25.2%) 0.46% -0.132 pp 0.03% -0.009 pp USD56.73 +58.7% 31 qtrs
46 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 587.5K -95.9K (-14.0%) 52.89M -10.8M (-17.0%) 0.45% -0.071 pp 2.52% -0.484 pp USD114.04 -21.1% 4 qtrs
47 MILLENNIUM MANAGEMENT LLC 582.9K +217.0K (+59.3%) 52.48M +18.4M (+53.8%) 0.44% +0.167 pp 0.02% +0.008 pp USD94.60 -4.8% 31 qtrs
48 BROWN BROTHERS HARRIMAN & CO 560.7K +188.6K (+50.7%) 50.48M +15.8M (+45.5%) 0.43% +0.145 pp 0.28% +0.064 pp USD92.17 -2.3% 6 qtrs
49 AMERICAN CENTURY COMPANIES INC 529.7K -117.4K (-18.1%) 47.69M -12.6M (-21.0%) 0.40% -0.087 pp 0.02% -0.007 pp USD93.53 -3.7% 22 qtrs
50 GOLDMAN SACHS GROUP INC 528.7K -342.2K (-39.3%) 47.60M -33.6M (-41.4%) 0.40% -0.258 pp 0.01% -0.004 pp USD76.26 +18.1% 31 qtrs
51 COLONY GROUP, LLC 517.7K +30.1K (+6.2%) 47.26M +1.8M (+3.9%) 0.39% +0.025 pp 0.05% -0.020 pp USD73.65 +22.2% 9 qtrs
52 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 519.2K -54.8K (-9.6%) 46.74M -6.8M (-12.7%) 0.40% -0.040 pp 0.03% -0.006 pp USD107.33 -16.1% 8 qtrs
53 FIL LTD 482.9K -22.9K (-4.5%) 43.48M -3.7M (-7.8%) 0.37% -0.016 pp 0.03% -0.005 pp USD66.02 +36.4% 25 qtrs
54 VOLORIDGE INVESTMENT MANAGEMENT, LLC 481.8K +145.3K (+43.2%) 43.38M +12.0M (+38.2%) 0.37% +0.112 pp 0.15% +0.047 pp USD92.28 -2.4% 2 qtrs
55 LAZARD ASSET MANAGEMENT LLC 442.4K +182.7K (+70.3%) 39.83M +15.6M (+64.5%) 0.34% +0.140 pp 0.07% +0.035 pp USD87.82 +2.5% 23 qtrs
56 UBS ASSET MANAGEMENT AMERICAS INC 434.4K -38.2K (-8.1%) 39.11M -5.0M (-11.3%) 0.33% -0.028 pp 0.01% -0.001 pp USD81.27 +10.8% 29 qtrs
57 PRICE T ROWE ASSOCIATES INC /MD/ 412.2K +30.2K (+7.9%) 37.11M +1.5M (+4.2%) 0.31% +0.024 pp 0.00% +0.000 pp USD77.95 +15.5% 31 qtrs
58 RHUMBLINE ADVISERS 349.7K -3.2K (-0.9%) 31.48M -1.4M (-4.3%) 0.27% -0.001 pp 0.03% -0.001 pp USD29.93 +200.8% 30 qtrs
59 CONGRESS ASSET MANAGEMENT CO /MA 344.1K +41.8K (+13.8%) 30.98M +2.8M (+9.9%) 0.26% +0.033 pp 0.22% +0.031 pp USD85.52 +5.3% 22 qtrs
60 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 340.7K -83.0K (-19.6%) 30.67M -8.8M (-22.4%) 0.26% -0.062 pp 0.02% -0.006 pp USD58.57 +53.7% 30 qtrs
61 TOROSO INVESTMENTS, LLC 339.6K -20.1K (-5.6%) 30.57M -3.0M (-8.8%) 0.26% -0.014 pp 0.07% +0.006 pp USD94.13 -4.4% 13 qtrs
62 BAIRD FINANCIAL GROUP, INC. 335.6K +11.5K (+3.6%) 30.21M -6.2K (0.0%) 0.26% +0.010 pp 0.05% -0.002 pp USD73.77 +22.0% 10 qtrs
63 SEI INVESTMENTS CO 331.7K +69.3K (+26.4%) 29.86M +5.4M (+22.0%) 0.25% +0.054 pp 0.03% +0.003 pp USD77.77 +15.8% 31 qtrs
64 TORONTO DOMINION BANK 329.9K +254.9K (+340.0%) 29.70M +22.7M (+324.8%) 0.25% +0.195 pp 0.04% +0.033 pp USD91.40 -1.5% 4 qtrs
65 RATHBONES GROUP PLC 328.6K -14.5K (-4.2%) 29.58M -2.4M (-7.5%) 0.25% -0.010 pp 0.12% -0.013 pp USD94.75 -5.0% 3 qtrs
66 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 328.4K -255.0K (-43.7%) 29.57M -24.8M (-45.7%) 0.25% -0.192 pp 0.29% -0.206 pp USD107.27 -16.1% 4 qtrs
67 BNP PARIBAS ARBITRAGE, SNC 325.7K +277.0K (+568.6%) 29.32M +24.8M (+545.5%) 0.25% +0.211 pp 0.01% +0.011 pp USD89.49 +0.6% 30 qtrs
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 319.3K -10.9K (-3.3%) 28.75M -2.0M (-6.6%) 0.24% -0.007 pp 0.00% 0.000 pp USD76.52 +17.7% 30 qtrs
69 BLAIR WILLIAM & CO/IL 296.5K -73.5K (-19.9%) 26.69M -7.8M (-22.6%) 0.23% -0.055 pp 0.07% -0.020 pp USD77.13 +16.7% 26 qtrs
70 ADAGE CAPITAL PARTNERS GP, L.L.C. 285.0K +285.0K (+100.0%) 25.66M +25.7M (+100.0%) 0.22% +0.217 pp 0.04% +0.039 pp USD90.03 +0.0% 5 qtrs
71 WESTWOOD HOLDINGS GROUP INC 280.3K -3.6K (-1.3%) 25.24M -1.2M (-4.7%) 0.21% -0.002 pp 0.21% +0.016 pp USD80.87 +11.3% 13 qtrs
72 SWISS NATIONAL BANK 259.8K +3.8K (+1.5%) 23.39M -482.2K (-2.0%) 0.20% +0.004 pp 0.01% +0.000 pp USD36.21 +148.6% 29 qtrs
73 WALTER PUBLIC INVESTMENTS INC. 255.5K -18.3K (-6.7%) 23.00M -2.5M (-9.9%) 0.19% -0.013 pp 4.07% -0.129 pp USD70.41 +27.9% 16 qtrs
74 NEUBERGER BERMAN GROUP LLC 247.6K +812.0 (+0.3%) 22.29M -721.5K (-3.1%) 0.19% +0.002 pp 0.02% 0.000 pp USD39.29 +129.1% 27 qtrs
75 ROYAL LONDON ASSET MANAGEMENT LTD 246.1K +5.3K (+2.2%) 22.15M -298.2K (-1.3%) 0.19% +0.005 pp 0.05% -0.002 pp USD71.31 +26.3% 14 qtrs
76 NUVEEN, LLC 237.5K -1.5K (-0.6%) 21.38M -907.6K (-4.1%) 0.18% 0.000 pp 0.01% 0.000 pp USD114.10 -21.1% 4 qtrs
77 AQR CAPITAL MANAGEMENT LLC 235.0K +68.9K (+41.4%) 21.11M +5.6M (+36.3%) 0.18% +0.053 pp 0.01% +0.001 pp USD101.07 -10.9% 7 qtrs
78 JANE STREET GROUP, LLC 210.0K +15.0K (+7.7%) 18.91M +722.6K (+4.0%) 0.16% +0.012 pp 0.00% +0.000 pp USD98.21 -8.3% 6 qtrs
79 SQUAREPOINT OPS LLC 207.4K -593.4K (-74.1%) 18.67M -56.0M (-75.0%) 0.16% -0.450 pp 0.02% -0.055 pp USD91.16 -1.2% 16 qtrs
80 LEGAL & GENERAL GROUP PLC 202.9K -54.4K (-21.1%) 18.27M -5.7M (-23.9%) 0.15% -0.041 pp 0.00% -0.001 pp USD44.18 +103.8% 31 qtrs
81 RETIREMENT SYSTEMS OF ALABAMA 197.7K -1.5K (-0.8%) 17.80M -779.4K (-4.2%) 0.15% -0.001 pp 0.06% -0.004 pp USD49.06 +83.5% 25 qtrs
82 CAPITAL FUND MANAGEMENT S.A. 193.9K +193.9K (+100.0%) 17.46M +17.5M (+100.0%) 0.15% +0.148 pp 0.05% +0.049 pp USD90.03 +0.0% 1 qtrs NEW
83 RENAISSANCE TECHNOLOGIES LLC 193.6K -367.2K (-65.5%) 17.43M -34.9M (-66.7%) 0.15% -0.278 pp 0.03% -0.042 pp USD92.30 -2.5% 18 qtrs
84 NICHOLAS COMPANY, INC. 193.0K -10.9K (-5.3%) 17.38M -1.6M (-8.6%) 0.15% -0.008 pp 0.30% -0.018 pp USD28.65 +214.2% 30 qtrs
85 SILVERCREST ASSET MANAGEMENT GROUP LLC 192.1K +192.1K (+100.0%) 17.30M +17.3M (+100.0%) 0.15% +0.146 pp 0.12% +0.119 pp USD90.03 +0.0% 1 qtrs NEW
86 JANUS HENDERSON GROUP PLC 175.6K +31.7K (+22.0%) 15.82M +2.4M (+17.9%) 0.13% +0.025 pp 0.01% +0.001 pp USD77.76 +15.8% 19 qtrs
87 FOSTER VICTOR WEALTH ADVISORS, LLC 167.2K +9.0K (+5.7%) 15.62M +946.7K (+6.5%) 0.13% +0.007 pp 0.91% -0.003 pp USD73.07 +23.2% 21 qtrs
88 CITADEL ADVISORS LLC 171.7K +110.4K (+180.1%) 15.46M +9.7M (+170.4%) 0.13% +0.084 pp 0.00% +0.002 pp USD82.02 +9.8% 30 qtrs
89 MAN GROUP PLC 170.4K -249.4K (-59.4%) 15.34M -23.8M (-60.8%) 0.13% -0.189 pp 0.03% -0.042 pp USD92.34 -2.5% 31 qtrs
90 LOOMIS SAYLES & CO L P 169.4K -25.7K (-13.2%) 15.25M -2.9M (-16.2%) 0.13% -0.019 pp 0.02% -0.003 pp USD66.60 +35.2% 18 qtrs
91 WALLEYE CAPITAL LLC 168.6K +168.4K (+71,346.2%) 15.18M +15.2M (+68,879.1%) 0.13% +0.128 pp 0.05% +0.047 pp USD90.06 0.0% 16 qtrs
92 AMUNDI 168.1K +78.0K (+86.6%) 15.13M +7.0M (+86.4%) 0.13% +0.060 pp 0.00% +0.002 pp USD79.76 +12.9% 19 qtrs
93 RMB CAPITAL MANAGEMENT, LLC 163.6K -5.1K (-3.0%) 14.73M -998.9K (-6.4%) 0.12% -0.003 pp 0.26% -0.033 pp USD78.76 +14.3% 13 qtrs
94 STIFEL FINANCIAL CORP 155.9K -11.4K (-6.8%) 14.03M -1.6M (-10.0%) 0.12% -0.008 pp 0.01% -0.002 pp USD80.72 +11.5% 25 qtrs
95 LPL FINANCIAL LLC 152.7K -178.0 (-0.1%) 13.74M -508.2K (-3.6%) 0.12% +0.000 pp 0.00% 0.000 pp USD89.45 +0.6% 18 qtrs
96 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 152.7K +13.7K (+9.9%) 13.74M +785.0K (+6.1%) 0.12% +0.011 pp 0.10% +0.005 pp USD93.57 -3.8% 14 qtrs
97 BARCLAYS PLC 152.0K +7.3K (+5.1%) 13.68M +1.8M (+14.7%) 0.12% +0.006 pp 0.00% +0.000 pp USD85.94 +4.8% 31 qtrs
98 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 151.4K -100.0 (-0.1%) 13.63M -497.0K (-3.5%) 0.12% +0.001 pp 0.03% -0.001 pp USD42.20 +113.3% 26 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 188 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco Dorsey Wright Consumer Staples Momentum ETF PSL 2.54% 2.15M 0.74%
2 Rockefeller U.S. Small-Mid Cap ETF RSMC 2.44% 17.64M 0.75%
3 Congress SMID Growth ETF CSMD 2.41% 11.45M 0.68%
4 Hilton Small-MidCap Opportunity ETF SMCO 1.62% 2.07M 0.55%
5 State Street SPDR S&P Retail ETF XRT 1.26% 5.50M 0.35%
6 Putnam Focused Large Cap Value ETF PVAL 1.01% 125.75M 0.56%
7 Invesco S&P MidCap 400 Revenue ETF RWK 0.85% 10.95M 0.39%
8 Capital Group U.S. Large Growth ETF CGGG 0.82% 659.1K 0.39%
9 iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV 0.76% 2.18M 0.20%
10 Vanguard S&P Mid-Cap 400 Value ETF IVOV 0.66% 9.28M 0.10%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.29
Neutral
Ratio by volume
1.73
Bullish
Buys
18
Sells
14
Shares acquired
240.6K
Shares disposed
139.3K
Cash buys
Cash sales
5.00
Net activity
+101,325
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
2026-05-15 Eddy Robert W. Director / Officer S-Sale D Common Stock 5,543 95.91 531.6K 300,787 D
2026-04-15 McGrail Joseph Officer S-Sale D Common Stock 2,050 91.19 186.9K 14,769 D
2026-04-15 Eddy Robert W. Director / Officer S-Sale D Common Stock 7,700 90.99 700.6K 306,630 D
2026-04-13 Morningstar Timothy Pierce Officer S-Sale D Common Stock 7,436 93.19 693.0K 38,780 D
2026-04-10 Morningstar Timothy Pierce Officer S-Sale D Common Stock 7,436 90.40 672.2K 46,216 D
2026-04-01 Werner William C. Officer F-InKind D Common Stock 7,495 94.61 709.1K 50,863 D
2026-04-01 Schwartz Monica Officer A-Award A Common Stock 7,927 0.00 23,565 D
2026-04-01 Schmadeke Scott Officer A-Award A Common Stock 2,569 0.00 33,663 D
2026-04-01 Morningstar Timothy Pierce Officer A-Award A Common Stock 12,551 0.00 53,652 D
2026-04-01 McGrail Joseph Officer A-Award A Common Stock 4,128 0.00 16,819 D
2026-04-01 Luce Graham Officer A-Award A Common Stock 6,341 0.00 18,194 D
2026-04-01 Felice Laura L. Officer A-Award A Common Stock 13,740 0.00 92,868 D
2026-04-01 Eddy Robert W. Director / Officer A-Award A Common Stock 54,962 0.00 314,330 D
2026-04-01 Cichocki Paul Officer A-Award A Common Stock 16,326 0.00 105,481 D
2026-02-17 Felice Laura L. Officer S-Sale D Common Stock 8,400 104.95 881.6K 80,074 D
2026-02-03 Eddy Robert W. Director / Officer F-InKind D Common Stock 36,606 95.80 3.51M 260,129 D
2025-12-10 Morningstar Timothy Pierce Officer Common Stock 0 0.00 41,213 D
2025-12-05 Werner William C. Officer S-Sale D Common Stock 7,000 91.09 637.6K 50,498 D
2025-11-03 Eddy Robert W. Director / Officer S-Sale D Common Stock 5,100 89.04 454.1K 308,333 D
2025-10-17 Cichocki Paul Officer G-Gift D Common Stock 24,972 0.00 89,155 D
2025-10-01 Eddy Robert W. Director / Officer S-Sale D Common Stock 11,744 90.62 1.06M 320,789 D
2025-09-27 Werner William C. Officer F-InKind D Common Stock 10,007 93.10 931.7K 57,498 D
2025-09-27 Schwartz Monica Officer A-Award A Common Stock 3,222 0.00 15,101 D
2025-09-24 Werner William C. Officer A-Award A Common Stock 41,392 0.00 67,505 D
2025-09-17 Luce Graham Officer S-Sale D Common Stock 6,300 99.86 629.1K 11,617 D
2025-09-02 Eddy Robert W. Director / Officer S-Sale D Common Stock 17,700 98.15 1.74M 332,733 D
2025-08-27 Schwartz Monica Officer A-Award A Restricted Stock Units 15,436 0.00 15,436 D
2025-08-26 Ortega Steven L Director P-Purchase A Common Stock 2,080 96.09 199.9K 12,383 D
2025-08-01 Eddy Robert W. Director / Officer S-Sale D Common Stock 2,662 107.13 285.2K 365,671 D
2025-08-01 Cichocki Paul Officer S-Sale D Common Stock 58,436 110.08 6.43M 114,127 D
2025-07-11 Cichocki Paul Officer S-Sale D Common Stock 39,505 106.59 4.21M 176,883 D
2025-07-01 Eddy Robert W. Director / Officer S-Sale D Common Stock 9,894 107.27 1.06M 369,031 D
2025-06-19 Steele Robert Allan Director A-Award A Common Stock 1,662 0.00 16,198 D
2025-06-19 Robinson Cathy Marie Director A-Award A Common Stock 1,662 0.00 6,108 D
2025-06-19 Peterson Christopher H Director A-Award A Common Stock 1,662 0.00 24,125 D
2025-06-19 Parent Kenneth M. Director A-Award A Common Stock 1,662 0.00 26,013 D
2025-06-19 Ortega Steven L Director A-Award A Common Stock 1,662 0.00 10,303 D
2025-06-19 Naylor Maile Director A-Award A Common Stock 1,662 0.00 19,938 D
2025-06-19 Gloeckler Michelle J. Director A-Award A Common Stock 1,662 0.00 19,938 D
2025-06-19 Burwick David A Director A-Award A Common Stock 1,662 0.00 3,694 D
2025-06-19 Brown Darryl Director A-Award A Common Stock 1,662 0.00 12,001 D
2025-06-03 Steele Robert Allan Director S-Sale D Common Stock 9,815 112.21 1.10M 14,536 D
2025-06-02 Eddy Robert W. Director / Officer S-Sale D Common Stock 9,924 111.60 1.11M 394,209 D
2025-05-27 Ortega Steven L Director P-Purchase A Common Stock 1,740 114.60 199.4K 8,641 D
2025-05-01 Eddy Robert W. Director / Officer S-Sale D Common Stock 4,965 117.90 585.4K 404,133 D
2025-04-15 McGrail Joseph Officer S-Sale D Common Stock 2,100 119.74 251.5K 14,240 D
2025-04-07 Eddy Robert W. Director / Officer S-Sale D Common Stock 27,562 116.29 3.21M 424,133 D
2025-04-04 Schwartz Monica Officer S-Sale D Common Stock 10,963 115.65 1.27M 11,879 D
2025-04-03 Werner William C. Officer S-Sale D Common Stock 4,907 117.36 575.9K 33,580 D
2025-04-03 Schmadeke Scott Officer M-Exempt D Stock Option 4,531 27.59 125.0K 0 D
2025-04-01 Werner William C. Officer A-Award A Common Stock 14,393 0.00 45,701 D
2025-04-01 Schwartz Monica Officer F-InKind D Common Stock 9,010 114.88 1.04M 17,620 D
2025-04-01 Schmadeke Scott Officer F-InKind D Common Stock 6,194 114.88 711.6K 25,436 D
2025-04-01 McGrail Joseph Officer F-InKind D Common Stock 4,076 114.88 468.3K 12,260 D
2025-04-01 Luce Graham Officer A-Award A Common Stock 4,787 0.00 17,917 D
2025-04-01 Harve Anjana Officer F-InKind D Common Stock 1,188 114.88 136.5K 13,899 D
2025-04-01 Felice Laura L. Officer F-InKind D Common Stock 15,778 114.88 1.81M 94,116 D
2025-04-01 Eddy Robert W. Director / Officer A-Award A Common Stock 91,601 0.00 467,774 D
2025-04-01 Cichocki Paul Officer F-InKind D Common Stock 24,896 114.88 2.86M 203,331 D
2025-03-19 Werner William C. Officer M-Exempt A Common Stock 20,000 17.00 340.0K 51,308 D
2025-03-14 Steele Robert Allan Director M-Exempt D Stock Option 11,813 7.00 82.7K 0 D
2025-02-03 Eddy Robert W. Director / Officer F-InKind D Common Stock 36,619 99.62 3.65M 376,173 D
2024-12-11 McGrail Joseph Officer S-Sale D Common Stock 500 99.60 49.8K 13,066 D
2024-12-02 Eddy Robert W. Director / Officer S-Sale D Common Stock 9,182 95.35 875.5K 414,610 D
2024-11-11 Schmadeke Scott Officer Common Stock 0 0.00 27,052 D
2024-11-01 Eddy Robert W. Director / Officer S-Sale D Common Stock 9,342 85.40 797.8K 425,450 D
2024-10-30 Harve Anjana Officer F-InKind D Common Stock 2,462 84.94 209.1K 15,087 D
2024-10-01 Werner William C. Officer S-Sale D Common Stock 891 82.54 73.5K 31,308 D
2024-10-01 Eddy Robert W. Director / Officer S-Sale D Common Stock 1,329 83.32 110.7K 441,299 D
2024-09-27 Werner William C. Officer F-InKind D Common Stock 835 82.02 68.5K 32,199 D
2024-09-16 Ortega Steven L Director P-Purchase A Common Stock 2,455 81.26 199.5K 6,901
2024-09-03 Eddy Robert W. Director / Officer S-Sale D Common Stock 7,944 79.14 628.7K 448,848
2024-08-26 McGrail Joseph Officer S-Sale D Common Stock 1,000 83.57 83.6K 13,566
2024-08-01 Eddy Robert W. Director / Officer S-Sale D Common Stock 5,314 87.07 462.7K 462,478
2024-07-19 Desroches Jeff Officer S-Sale D Common Stock 11,037 90.29 996.5K 58,452
2024-07-17 Werner William C. Officer S-Sale D Common Stock 33,437 90.93 3.04M 33,034
2024-07-16 Luce Graham Officer S-Sale D Common Stock 7,757 91.39 708.9K 14,131
2024-07-01 Eddy Robert W. Director / Officer S-Sale D Common Stock 10,341 86.84 898.0K 468,451
2024-06-20 Steele Robert Allan Director A-Award A Common Stock 2,032 0.00 24,351
2024-06-20 Robinson Cathy Marie Director A-Award A Common Stock 2,032 0.00 4,446
2024-06-20 Peterson Christopher H Director A-Award A Common Stock 2,032 0.00 22,463
2024-06-20 Parent Kenneth M. Director A-Award A Common Stock 2,032 0.00 24,351
2024-06-20 Ortega Steven L Director A-Award A Common Stock 2,032 0.00 4,446
2024-06-20 Naylor Maile Director A-Award A Common Stock 2,032 0.00 18,276
2024-06-20 Gloeckler Michelle J. Director A-Award A Common Stock 2,032 0.00 18,276
2024-06-20 Burwick David A Director A-Award A Common Stock 2,032 0.00 2,032
2024-06-20 Brown Darryl Director A-Award A Common Stock 2,032 0.00 10,339
2024-06-15 Steele Robert Allan Director M-Exempt D Restricted Stock Units 2,414 0.00 0
2024-06-15 Robinson Cathy Marie Director M-Exempt D Restricted Stock Units 2,414 0.00 0
2024-06-15 Peterson Christopher H Director M-Exempt D Restricted Stock Units 2,414 0.00 0
2024-06-15 Parent Kenneth M. Director M-Exempt D Restricted Stock Units 2,414 0.00 0
2024-06-15 Ortega Steven L Director M-Exempt A Common Stock 2,414 0.00 2,414
2024-06-15 Naylor Maile Director M-Exempt A Common Stock 2,414 0.00 16,244
2024-06-15 Gloeckler Michelle J. Director M-Exempt D Restricted Stock Units 2,414 0.00 0
2024-06-15 Brown Darryl Director M-Exempt D Restricted Stock Units 2,414 0.00 0
2024-06-15 Baldwin Christopher J Director M-Exempt D Restricted Stock Units 2,414 0.00 0
2024-06-03 Eddy Robert W. Director / Officer S-Sale D Common Stock 733 87.93 64.5K 478,832
2024-05-31 Desroches Jeff Officer S-Sale D Common Stock 14,106 86.00 1.21M 87,294
2024-05-01 McGrail Joseph Officer A-Award A Common Stock 1,661 0.00 14,566
2024-05-01 Eddy Robert W. Director / Officer S-Sale D Common Stock 6,517 74.79 487.4K 494,275
2024-04-15 McGrail Joseph Officer S-Sale D Common Stock 1,000 77.37 77.4K 12,905
2024-04-11 Schwartz Monica Officer S-Sale D Common Stock 13,578 78.81 1.07M 13,545
2024-04-08 Eddy Robert W. Director / Officer S-Sale D Common Stock 3,300 77.38 255.4K 500,792
2024-04-01 Werner William C. Officer A-Award A Common Stock 8,708 0.00 41,156
2024-04-01 Schwartz Monica Officer A-Award A Common Stock 5,624 0.00 28,892
2024-04-01 McGrail Joseph Officer A-Award A Common Stock 5,024 0.00 13,905
2024-04-01 Luce Graham Officer A-Award A Common Stock 8,436 0.00 32,407
2024-04-01 Harve Anjana Officer A-Award A Common Stock 7,368 0.00 17,549
2024-04-01 Felice Laura L. Officer A-Award A Common Stock 16,747 0.00 90,267
2024-04-01 Eddy Robert W. Director / Officer A-Award A Common Stock 62,992 0.00 278,362
2024-04-01 Desroches Jeff Officer A-Award A Common Stock 10,048 0.00 101,400
2024-04-01 Cichocki Paul Officer A-Award A Common Stock 5,676 0.00 213,014
2024-03-11 Baldwin Christopher J Director S-Sale D Common Stock 64,814 73.88 4.79M 181,542
2024-03-07 Werner William C. Officer S-Sale D Common Stock 12,436 78.67 978.3K 29,357
2024-03-07 Luce Graham Officer M-Exempt A Common Stock 7,479 25.07 187.5K 31,450
2024-02-28 Cichocki Paul Officer S-Sale D Common Stock 179,497 73.51 13.19M 156,720
2024-02-27 Felice Laura L. Officer S-Sale D Common Stock 18,941 72.58 1.37M 70,340
2024-02-26 Felice Laura L. Officer M-Exempt A Common Stock 200 7.00 1.4K 70,540
2023-12-12 McGrail Joseph Officer S-Sale D Common Stock 1,000 65.87 65.9K 10,464
2023-12-04 Eddy Robert W. Director / Officer G-Gift D Common Stock 3,788 0.00 215,370
2023-11-01 McGrail Joseph Officer F-InKind D Common Stock 1,910 69.03 131.8K 11,464
2023-10-30 Harve Anjana Officer A-Award A Common Stock 10,181 0.00 10,181
2023-10-16 Desroches Jeff Officer S-Sale D Common Stock 200 69.49 13.9K 80,882
2023-10-10 Felice Laura L. Officer S-Sale D Common Stock 38,330 70.62 2.71M 70,340
2023-09-29 Werner William C. Officer S-Sale D Common Stock 890 72.47 64.5K 29,357
2023-09-27 Werner William C. Officer F-InKind D Common Stock 834 72.96 60.8K 30,247
2023-09-18 Werner William C. Officer S-Sale D Common Stock 2,654 70.47 187.0K 32,226
2023-09-18 Eddy Robert W. Director / Officer S-Sale D Common Stock 12,778 70.05 895.1K 225,889
2023-09-14 Werner William C. Officer S-Sale D Common Stock 1,970 70.04 138.0K 34,880
2023-09-14 Eddy Robert W. Director / Officer S-Sale D Common Stock 11,965 70.04 838.0K 238,667
2023-09-11 Harve Anjana Officer D Common Stock 0 0.00 0
2023-08-17 Werner William C. Officer S-Sale D Common Stock 481 70.21 33.8K 36,850
2023-08-17 Eddy Robert W. Director / Officer S-Sale D Common Stock 3,886 70.13 272.5K 250,632
2023-08-16 Werner William C. Officer S-Sale D Common Stock 100 79.07 7.9K 37,331
2023-08-16 Eddy Robert W. Director / Officer S-Sale D Common Stock 1,399 70.02 98.0K 254,518
2023-08-11 Werner William C. Officer S-Sale D Common Stock 100 70.04 7.0K 37,431
2023-08-11 McGrail Joseph Officer S-Sale D Common Stock 800 70.00 56.0K 13,374
2023-08-11 Eddy Robert W. Director / Officer S-Sale D Common Stock 300 70.01 21.0K 255,917
2023-08-03 Schwartz Monica Officer F-InKind D Common Stock 2,694 67.88 182.9K 23,268
2023-06-22 Schwartz Monica Officer S-Sale D Common Stock 15,168 61.85 938.1K 25,962
2023-06-15 Steele Robert Allan Director A-Award A Restricted Stock Units 2,414 0.00 2,414
2023-06-15 Robinson Cathy Marie Director D Common Stock 0 0.00 0
2023-06-15 Peterson Christopher H Director A-Award A Restricted Stock Units 2,414 0.00 2,414
2023-06-15 Parent Kenneth M. Director A-Award A Restricted Stock Units 2,414 0.00 2,414
2023-06-15 Ortega Steven L Director D Common Stock 0 0.00 0
2023-06-15 Naylor Maile Director A-Award A Restricted Stock Units 2,414 0.00 2,414
2023-06-15 Gloeckler Michelle J. Director A-Award A Restricted Stock Units 2,414 0.00 2,414
2023-06-15 Brown Darryl Director A-Award A Restricted Stock Units 2,414 0.00 2,414
2023-06-15 Baldwin Christopher J Director A-Award A Restricted Stock Units 2,414 0.00 2,414
2023-06-14 Steele Robert Allan Director M-Exempt A Common Stock 2,559 0.00 19,905
2023-06-14 Peterson Christopher H Director M-Exempt D Restricted Stock Units 2,559 0.00 0
2023-06-14 Parent Kenneth M. Director M-Exempt D Restricted Stock Units 2,559 0.00 0
2023-06-14 Naylor Maile Director M-Exempt D Restricted Stock Units 2,559 0.00 0
2023-06-14 Gloeckler Michelle J. Director M-Exempt D Restricted Stock Units 2,559 0.00 0
2023-06-14 Brown Darryl Director M-Exempt A Common Stock 2,559 0.00 5,893
2023-06-14 Baldwin Christopher J Director M-Exempt A Common Stock 3,412 0.00 243,942
2023-04-01 Werner William C. Officer F-InKind D Common Stock 7,609 76.07 578.8K 37,531
2023-04-01 Schwartz Monica Officer F-InKind D Common Stock 4,941 76.07 375.9K 41,123
2023-04-01 McGrail Joseph Officer F-InKind D Common Stock 838 76.07 63.7K 14,174
2023-04-01 Luce Graham Officer F-InKind D Common Stock 6,998 76.07 532.3K 23,971
2023-04-01 Kessler Scott Officer F-InKind D Common Stock 8,708 76.07 662.4K 142,282
2023-04-01 Felice Laura L. Officer F-InKind D Common Stock 8,269 76.07 629.0K 96,925
2023-04-01 Eddy Robert W. Director / Officer A-Award A Common Stock 52,583 0.00 284,491
2023-04-01 Desroches Jeff Officer F-InKind D Common Stock 8,708 76.07 662.4K 114,815
2023-04-01 Cichocki Paul Officer A-Award A Common Stock 17,746 0.00 171,469
2023-03-31 Kessler Scott Officer F-InKind D Common Stock 27,000 76.07 2.05M 141,788
2023-03-31 Eddy Robert W. Director / Officer F-InKind D Common Stock 54,001 76.07 4.11M 231,908
2023-03-31 Desroches Jeff Officer F-InKind D Common Stock 27,000 76.07 2.05M 113,664
2023-03-31 Cichocki Paul Officer F-InKind D Common Stock 43,394 76.07 3.30M 153,723
2023-03-14 Eddy Robert W. Director / Officer G-Gift D Common Stock 1,640 0.00 174,223
2023-03-09 Desroches Jeff Officer S-Sale D Common Stock 1,012 78.23 79.2K 84,822
2023-02-13 Desroches Jeff Officer S-Sale D Common Stock 1,716 74.83 128.4K 91,881
2023-01-31 Eddy Robert W. Director / Officer S-Sale D Common Stock 747 70.76 52.9K 177,978
2023-01-30 Eddy Robert W. Director / Officer S-Sale D Common Stock 5,031 70.36 354.0K 178,725
2023-01-27 Eddy Robert W. Director / Officer S-Sale D Common Stock 6,228 70.08 436.5K 183,756
2023-01-26 Eddy Robert W. Officer S-Sale D Common Stock 1,300 70.08 91.1K 189,984
2023-01-24 Eddy Robert W. Officer S-Sale D Common Stock 100 70.03 7.0K 191,284
2022-12-15 McGrail Joseph Officer S-Sale D Common Stock 1,975 69.30 136.9K 10,083
2022-12-15 Kessler Scott Officer M-Exempt A Common Stock 9,515 27.59 262.5K 126,306
2022-11-30 Eddy Robert W. Officer G-Gift D Common Stock 4,000 0.00 191,384
2022-11-01 McGrail Joseph Officer F-InKind D Common Stock 1,910 77.83 148.7K 12,058
2022-09-16 Eddy Robert W. Director / Officer F-InKind D Common Stock 12,370 78.45 970.4K 195,384
2022-09-15 Kessler Scott Officer M-Exempt A Common Stock 9,514 27.59 262.5K 130,150
2022-09-07 Eddy Robert W. Director / Officer S-Sale D Common Stock 4,400 76.55 336.8K 213,292
2022-09-06 Eddy Robert W. Director / Officer S-Sale D Common Stock 1,104 75.04 82.8K 220,492
2022-09-02 Eddy Robert W. Director / Officer S-Sale D Common Stock 2,800 75.16 210.4K 221,596
2022-08-31 Luce Graham Officer M-Exempt A Common Stock 3,236 27.59 89.3K 34,128
2022-08-19 Luce Graham Officer M-Exempt A Common Stock 1,300 25.07 32.6K 30,986
2022-08-19 Eddy Robert W. Director / Officer S-Sale D Common Stock 600 75.10 45.1K 224,396
2022-08-18 Luce Graham Officer M-Exempt D Stock Option 3,473 25.07 87.1K 4,006
2022-08-18 Eddy Robert W. Officer S-Sale D Common Stock 2,758 75.19 207.4K 224,996
2022-08-03 Schwartz Monica Officer F-InKind D Common Stock 2,708 69.48 188.2K 39,492
2022-07-08 Desroches Jeff Officer S-Sale D Common Stock 11,797 66.40 783.3K 96,800
2022-07-05 Werner William C. Officer S-Sale D Common Stock 1,201 65.11 78.2K 37,361
2022-06-21 Kessler Scott Officer S-Sale D Common Stock 2,125 60.27 128.1K 124,481
2022-06-16 Baldwin Christopher J Director F-InKind D Common Stock 5,350 57.98 310.2K 240,530
2022-06-15 Werthauser Judith L. Director M-Exempt D Restricted Stock Units 3,203 0.00 0
2022-06-15 Steele Robert Allan Director M-Exempt D Restricted Stock Units 3,203 0.00 0
2022-06-15 Peterson Christopher H Director M-Exempt D Restricted Stock Units 3,203 0.00 0
2022-06-15 Parent Kenneth M. Director M-Exempt D Restricted Stock Units 3,203 0.00 0

Executive team

Top executives
EBIT / Employee
25.6K
Shares Outstanding
127.69M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2020 Lee Delaney Former President, Chief Executive Officer 1.20M 11.00M 3.60M 357.3K 16.16M 68.08%
2 2020 Paul Cichocki Executive Vice President, Chief Commercial Officer 628.8K 400.0K 3.75M 1.11M 1.26M 2.6K 7.14M 67.97%
3 2020 Bob Eddy President and Chief Executive Officer 796.2K 2.80M 1.76M 113.0K 5.47M 51.20%
4 2020 Jeff Desroches Executive Vice President, Club Operations 546.2K 1.40M 770.0K 78.6K 2.79M 50.09%
5 2020 Scott Kessler Executive Vice President, Chief Information Officer 546.2K 1.40M 770.0K 16.0K 2.73M 51.24%
6 2020 Christopher J. Baldwin Executive Chairman of the Board 675.0K 2.03M 17.1K 2.72M 0.00%
7 2019 Christopher J. Baldwin Chairman and Chief Executive Officer 1.34M 5.06M 1.54M 1.55M 481.4K 9.97M 66.17%
8 2019 Christopher J. Baldwin Executive Chairman of the Board 1.34M 5.06M 1.54M 1.55M 481.4K 9.97M 66.17%
9 2019 Robert W. Eddy Executive Vice President, Chief Financial and Administrative Officer 767.3K 3.60M 637.1K 592.9K 124.7K 5.72M 74.05%
10 2019 Bob Eddy President and Chief Executive Officer 767.3K 3.60M 637.1K 592.9K 124.7K 5.72M 74.05%
11 2019 Lee Delaney President, Chief Commercial Officer 834.6K 2.25M 682.6K 717.2K 13.2K 4.50M 65.20%
12 2019 Lee Delaney Former President, Chief Executive Officer 834.6K 2.25M 682.6K 717.2K 13.2K 4.50M 65.20%
13 2019 Scott Kessler Executive Vice President, Chief Information Officer 521.2K 1.05M 318.5K 281.1K 15.0K 2.19M 62.61%
14 2019 Brian Poulliot Executive Vice President, Chief Membership Officer 471.2K 1.05M 318.5K 254.4K 70.0K 2.16M 63.24%
15 2018 Christopher J. Baldwin Chairman and Chief Executive Officer 1.23M 35.46M 3.13M 2.20M 28.9K 42.06M 91.77%
16 2018 Christopher J. Baldwin Executive Chairman of the Board 1.23M 35.46M 3.13M 2.20M 28.9K 42.06M 91.77%
17 2018 Christopher J. Baldwin Chairman, President & Chief Executive Officer 1.23M 35.46M 3.13M 2.20M 28.9K 42.06M 91.77%
18 2018 Bob Eddy President and Chief Executive Officer 686.9K 3.85M 2.77M 819.3K 101.0K 8.23M 80.48%
19 2018 Robert W. Eddy Executive Vice President, Chief Financial and Administrative Officer 686.9K 3.85M 2.77M 819.3K 101.0K 8.23M 80.48%
20 2018 Lee Delaney President, Chief Commercial Officer 722.3K 3.09M 2.22M 847.5K 13.5K 6.90M 77.05%
21 2018 Lee Delaney Executive Vice President, Chief Commercial Officer 722.3K 3.09M 2.22M 847.5K 13.5K 6.90M 77.05%
22 2018 Lee Delaney Former President, Chief Executive Officer 722.3K 3.09M 2.22M 847.5K 13.5K 6.90M 77.05%
23 2018 Brian Poulliot Executive Vice President, Chief Membership Officer 436.2K 2.89M 693.7K 356.0K 65.1K 4.44M 80.69%
24 2018 Scott Kessler Executive Vice President, Chief Information Officer 490.4K 2.89M 693.7K 95.5K 3.7K 4.17M 85.86%
25 2017 Christopher J. Baldwin Chairman, President & Chief Executive Officer 1.02M 1.13M 9.27M 11.41M 0.00%
26 2017 Christopher J. Baldwin Chairman and Chief Executive Officer 1.02M 1.13M 9.27M 11.41M 0.00%
27 2017 Robert W. Eddy Executive Vice President, Chief Financial and Administrative Officer 566.4K 303.2K 376.6K 7.26M 8.50M 0.00%
28 2017 Lee Delaney President, Chief Commercial Officer 636.9K 340.9K 423.4K 4.70M 6.10M 0.00%
29 2017 Lee Delaney Executive Vice President, Chief Commercial Officer 636.9K 340.9K 423.4K 4.70M 6.10M 0.00%
30 2017 Brian Poulliot Executive Vice President, Chief Membership Officer 394.9K 211.4K 262.5K 3.21M 4.08M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-06 DEFA14A
2026-05-06 DEF 14A
2025-05-09 DEFA14A
2025-05-09 DEF 14A
2025-04-25 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-22 8-K
2026-05-19 4
2026-05-06 DEFA14A
2026-05-06 DEF 14A
2026-05-06 ARS
2026-04-29 SC 13G
2026-04-29 SC 13G
2026-04-17 4
2026-04-17 4
2026-04-14 4

Executive team

NameTitleCompensationGender
Robert W. Eddy President, Chief Executive Officer & Chairman 4M male
Paul Cichocki Executive Vice President & Chief Commercial Officer 2M male
Timothy Morningstar Executive VP & Chief Growth Officer 2M male
Laura L. Felice CGMA Executive Vice President & Chief Financial Officer 1M female
William C. Werner Executive Vice President of Strategy & Development 1M male
Scott Schmadeke Executive Vice President & Chief Operating Officer 1M male
Graham N. Luce Executive Vice President, General Counsel & Secretary 1M male
Brian Poulliot Executive Vice President of Enterprise Analytics 795.5K male
Monica Schwartz Executive VP and Chief Information & Digital Officer female
Mark Griffin Executive Vice President & Chief Human Resources Officer male
Stephanie Reibling Executive Vice President & Chief Merchandising Officer female
Krystyna Kostka Chief Supply Chain Officer female
ESG Rating
A-
DISCOUNT STORES
Rank: 1 out of 10
2026
E (Environmental)
87.9 / 66.9
Company / Sector avg.
S (Social)
84.2 / 62.4
Company / Sector avg.
G (Governance)
70.4 / 62.7
Company / Sector avg.
ESG Total
80.9 / 64.0
Company / Sector avg.
ESG Score History DISCOUNT STORES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-03-05 2026-04-08 April Delaney MD06 Sale $1,001 - $15,000
2026-03-04 2026-04-08 April Delaney MD06 Sale $1,001 - $15,000
2026-02-18 2026-03-11 April Delaney MD06 Sale $1,001 - $15,000
2026-02-13 2026-03-11 April Delaney MD06 Sale $1,001 - $15,000
2026-02-09 2026-03-11 April Delaney MD06 Sale $1,001 - $15,000
2026-02-05 2026-03-11 April Delaney MD06 Sale $1,001 - $15,000
2026-02-02 2026-03-11 April Delaney MD06 Sale $1,001 - $15,000
2026-01-28 2026-02-03 April Delaney MD06 Sale $1,001 - $15,000
2025-10-16 2025-11-05 April Delaney MD06 Purchase $1,001 - $15,000
2025-10-15 2025-11-05 April Delaney MD06 Purchase $1,001 - $15,000
2025-08-25 2025-09-03 April Delaney MD06 Purchase $1,001 - $15,000
2025-07-10 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-06-11 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-04-14 2025-05-15 Michael McCaul TX10 Spouse Sale $15,001 - $50,000
2025-04-09 2025-05-02 April Delaney MD06 Dependent Purchase $1,001 - $15,000
2025-04-04 2025-05-15 Michael McCaul TX10 Spouse Sale $15,001 - $50,000
2025-04-04 2025-05-02 April Delaney MD06 Dependent Purchase $1,001 - $15,000
2025-04-02 2025-05-15 Michael McCaul TX10 Spouse Sale $15,001 - $50,000
2025-04-01 2025-05-02 April Delaney MD06 Dependent Purchase $1,001 - $15,000
2025-03-17 2025-04-03 April Delaney MD06 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits