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Bloomin' Brands, Inc. (BLMN)

USD8.30 -0.14 (-1.71%)
US NASDAQ Consumer Cyclical Restaurants
Address 2202 North West Shore Boulevard 33607
Tampa, FL, US
CEO Michael Spanos
IPO 2012-08-08
CIK 1546417 ISIN US0942351083

Explore sections of this company profile

Description

Bloomin' Brands, Inc., through its various subsidiary entities, operates a diverse portfolio of dining establishments, encompassing casual, upscale casual, and fine dining experiences across the United States and internationally. The company's operations are divided into two main segments: U.S. and International. Its culinary offerings feature four distinct restaurant concepts: Outback Steakhouse, renowned for its casual steakhouse atmosphere; Carrabba's Italian Grill, providing a casual Italian dining experience; Bonefish Grill; and Fleming's Prime Steakhouse & Wine Bar, which offers a contemporary steakhouse setting. As of December 26, 2021, Bloomin' Brands managed a significant network of full-service restaurants. Domestically, the company directly owned and operated 1,013 establishments and franchised 157 more across 47 states. Internationally, it directly ran 156 full-service restaurants and had 172 franchised locations throughout 17 countries and Guam. The corporation was founded in 1988 and is headquartered in Tampa, Florida.

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
USD8.30 -0.14 (-1.71%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.22
Float Shares
84.13M
Free Float %
98.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.60% +2.34% +40.30% +28.59% +28.20% +34.85% -5.56% -64.22% -69.59% -56.46% -32.96%
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 (28 ratings, all time) Hold
Price Targets & DCF
Current price
8.30
Low 8.50 +2.5%
Consensus 9.13 +10.1%
Median 9.00 +8.5%
High 10.00 +20.5%
DCF (Unlevered) 37.19 +348.3%
DCF (Levered) 56.18 +577.2%

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) 14% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 10 -1
Sell 0 0
Strong Sell 2 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
9.00
+8.5%
All Time 14
19.21
+131.6%
Quality scores
Altman Z-Score
0.86
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Restaurants: +7.4%
    +0.1% Q1'26: +1.0% (vs Q1'25)
  • EPS growth Restaurants: +14.8%
    +104.2% Q1'26: +30.0% (vs Q1'25)
  • FCF margin FCF growth · Restaurants: +21.6%
    +0.5% Q1'26: +4.7% (vs Q1'25)
  • EBIT margin Restaurants: +6.1%
    +0.8% Q1'26: +6.1% (vs Q1'25)
  • ROIC Restaurants: +6.2%
    +1.0% Q1'26: +11.2% (vs Q1'25)
  • Share dilution Restaurants: +0.0%
    -0.8% Q1'26: +0.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×
    14.60× Q1'26: 4.47× (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 (1.09) × ERP
WACC = 18% × Ke + 82% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 29.46 Current price: 8.30
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 2013
actual
Dec 2014
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
10 Rev. Ana.
8 EPS Ana.
Dec 2027
10 Rev. Ana.
8 EPS Ana.
Dec 2028
8 Rev. Ana.
1 EPS Ana.
Revenue
4.13B
est: 3.84B (+7.6%)
4.44B
est: 4.30B (+3.4%)
4.38B
est: 4.39B (-0.2%)
4.25B
est: 4.26B (-0.3%)
4.21B
est: 4.18B (+0.9%)
4.13B
est: 4.11B (+0.4%)
4.14B
est: 4.14B (-0.1%)
3.17B
est: 3.22B (-1.6%)
4.12B
est: 4.11B (+0.3%)
4.01B
est: 4.44B (-9.7%)
4.17B
est: 4.62B (-9.8%)
3.95B
est: 4.44B (-11.0%)
3.96B
est: 3.96B (0.0%)
3.97B
3.95B – 4.00B
+0.3% YoY
4.03B
3.99B – 4.08B
+1.6% YoY
4.15B
4.15B – 4.15B
+2.8% YoY
EBITDA
404.96M
est: 369.83M (+9.5%)
370.54M
est: 246.44M (+50.4%)
413.77M
est: 289.87M (+42.7%)
289.81M
est: 201.51M (+43.8%)
383.11M
est: 299.96M (+27.7%)
385.31M
est: 289.34M (+33.2%)
387.76M
est: 332.49M (+16.6%)
5.18M
est: 61.36M (-91.6%)
470.28M
est: 401.21M (+17.2%)
330.67M
est: 318.54M (+3.8%)
452.04M
est: 373.02M (+21.2%)
179.37M
est: 358.14M (-49.9%)
210.10M
est: 319.33M (-34.2%)
320.44M
318.82M – 322.87M
+0.3% YoY
325.57M
322.33M – 329.61M
+1.6% YoY
334.79M
334.79M – 334.79M
+2.8% YoY
EBIT
240.87M
est: 201.70M (+19.4%)
179.63M
est: 196.96M (-8.8%)
227.03M
est: 222.90M (+1.9%)
98.36M
est: 132.68M (-25.9%)
152.53M
est: 142.45M (+7.1%)
145.24M
est: 109.40M (+32.8%)
190.95M
est: 191.29M (-0.2%)
-175.08M
est: -250.97M (+30.2%)
306.89M
est: 263.79M (+16.3%)
180.77M
est: 275.73M (-34.4%)
282.77M
est: 181.67M (+55.7%)
3.79M
est: 174.42M (-97.8%)
32.42M
est: 155.52M (-79.2%)
156.06M
155.28M – 157.25M
+0.3% YoY
158.56M
156.98M – 160.53M
+1.6% YoY
163.05M
163.05M – 163.05M
+2.8% YoY
Net Income
208.37M
est: 187.27M (+11.3%)
91.09M
est: 96.08M (-5.2%)
127.33M
est: 123.15M (+3.4%)
41.75M
est: 41.26M (+1.2%)
100.24M
est: 104.08M (-3.7%)
107.10M
est: 125.55M (-14.7%)
130.57M
est: 130.38M (+0.1%)
-158.72M
est: -245.69M (+35.4%)
215.56M
est: 183.64M (+17.4%)
101.91M
est: 80.49M (+26.6%)
247.39M
est: 70.84M (+249.2%)
-128.02M
est: 150.41M (-185.1%)
5.38M
est: 94.78M (-94.3%)
73.73M
72.44M – 81.82M
-22.2% YoY
88.56M
62.98M – 103.73M
+20.1% YoY
94.95M
93.23M – 96.67M
+7.2% YoY
SGA
268.93M
est: 1.29B (-79.1%)
304.38M
est: 2.68B (-88.7%)
287.61M
est: 2.62B (-89.0%)
267.98M
est: 2.88B (-90.7%)
306.96M
est: 2.52B (-87.8%)
282.72M
est: 250.25M (+13.0%)
275.24M
est: 2.08B (-86.8%)
254.36M
est: 1.31B (-80.6%)
245.62M
est: 217.60M (+12.9%)
212.93M
est: 235.34M (-9.5%)
233.56M
est: 263.01M (-11.2%)
219.38M
est: 252.52M (-13.1%)
238.40M
est: 225.16M (+5.9%)
225.94M
224.80M – 227.65M
+0.3% YoY
229.56M
227.27M – 232.41M
+1.6% YoY
236.06M
236.06M – 236.06M
+2.8% YoY
EPS
1.69
est: 0.92 (+83.7%)
0.73
est: 1.11 (-34.2%)
1.04
est: 1.27 (-17.9%)
0.35
est: 1.30 (-73.0%)
1.05
est: 1.34 (-21.6%)
1.16
est: 1.46 (-20.6%)
1.47
est: 1.57 (-6.6%)
-1.82
est: -0.73 (-148.9%)
2.42
est: 2.62 (-7.7%)
1.15
est: 2.47 (-53.4%)
2.84
est: 0.83 (+241.1%)
-1.49
est: 1.79 (-183.2%)
0.06
est: 1.12 (-94.3%)
0.88
0.85 – 0.96
-21.2% YoY
0.98
0.74 – 1.22
+11.1% YoY
1.12
1.09 – 1.13
+14.2% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-24 JP Morgan Neutral Underweight Downgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B+ 3/5 5/5 3/5 3/5 1/5 3/5 4/5
2026-05-11 B+ 3/5 5/5 3/5 3/5 1/5 3/5 4/5
2026-05-08 B+ 3/5 5/5 3/5 3/5 1/5 3/5 4/5
2026-05-07 C+ 2/5 5/5 1/5 1/5 1/5 3/5 1/5
2026-05-06 C+ 2/5 5/5 1/5 1/5 1/5 3/5 1/5
2026-05-05 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-05-04 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-05-01 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-30 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-29 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-28 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-27 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-24 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-23 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-22 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-21 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-20 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-17 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-16 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-15 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
155.55M
OE per share TTM
1.82
Owner's Yield
22.46%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
44.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
46
Total invested
13.42M
Insider transactions (90d)
10
Beneficial owners (>5%)
34
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. 11.81M 13.90% 11.81M HC Delaware 2024-10-23
2 The Vanguard Group - 23-1945930 9.53M 10.67% 163.2K 9.29M 232.7K IA Pennsylvania 2022-02-09
3 JEFFREY C. SMITH 8.62M 9.90% 8.62M IN 2023-08-18
4 PETER A. FELD 8.62M 9.90% 8.62M IN 2023-08-18
5 STARBOARD PRINCIPAL CO GP LLC 8.62M 9.90% 8.62M OO 2023-08-18
6 STARBOARD PRINCIPAL CO LP 8.62M 9.90% 8.62M PN 2023-08-18
7 STARBOARD VALUE GP LLC 8.62M 9.90% 8.62M OO 2023-08-18
8 STARBOARD VALUE LP 8.62M 9.90% 8.62M PN 2023-08-18
9 LLC 7.93M 8.70% 7.93M 7.93M 10.00 IA Delaware 2018-01-25
10 JANA PARTNERS LLC 6.38M 7.30% 6.38M 6.38M 10.00 IA Delaware 2019-12-04
11 Steven A. Cohen 6.37M 5.10% 6.37M IN Delaware 2015-05-18
12 Wellington Group Holdings LLP 6.12M 5.80% 3.48M HC Delaware 2017-02-09
13 Wellington Investment Advisors Holdings LLP 6.12M 5.80% 3.48M HC Delaware 2017-02-09
14 Wellington Management Group LLP 6.12M 5.80% 3.48M HC Delaware 2017-02-09
15 Wellington Management Company LLP 5.90M 5.60% 3.38M IA Delaware 2017-02-09
16 STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD 5.10M 5.90% 5.10M CO 2023-08-18
17 Rubric Capital Management, LLC 3.57M 2.90% 3.57M OO Delaware 2015-05-18
18 Stephen Walters 3.03M 8.09% 272.4K 6.7K 8.42M 271.6K IN Pennsylvania 2016-02-10
19 2. 2.57M 2.87% 2.57M 2.57M OO U.S.A. 2022-02-10
20 Point72 Asset Management, L.P. 1.84M 1.50% 1.84M PN Delaware 2015-05-18
21 Point72 Capital Advisors, Inc. 1.84M 1.50% 1.84M CO Delaware 2015-05-18
22 STARBOARD X MASTER FUND LTD 1.27M 1.50% 1.27M CO 2023-08-18
23 EverPoint Asset Management, LLC 919.6K 0.70% 919.6K OO Delaware 2015-05-18
24 STARBOARD VALUE R GP LLC 736.4K 1.00% 736.4K OO 2023-08-18
25 STARBOARD VALUE AND OPPORTUNITY S LLC 616.0K 1.00% 616.0K OO 2023-08-18
26 BARCLAYS GLOBAL INVESTORS, NA. 508.1K 2.07% 1.38M 371.9K 5.27M BK Delaware 2018-02-14
27 STARBOARD VALUE AND OPPORTUNITY C LP 470.8K 1.00% 470.8K PN 2023-08-18
28 STARBOARD VALUE R LP 470.8K 1.00% 470.8K PN 2023-08-18
29 STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP 265.7K 1.00% 265.7K PN 2023-08-18
30 STARBOARD VALUE L LP 265.7K 1.00% 265.7K PN 2023-08-18
31 13-4064930 160.1K 0.20% 141.0K 160.1K IA Delaware 2020-04-08
32 GLENN K. MURPHY 150.0K 0.16% 150.0K 150.0K 10.00 IN Canada 2018-01-25
33 Cubist Systematic Strategies, LLC 46.4K 4.00% 46.4K OO Delaware 2015-05-18
34 NEAL J. YANOFSKY 5.0K 5.00% 5.0K 5.0K 10.00 IN United States 2018-01-25

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
46
-195 vs prev Q
New positions
5
Closed positions
191
Increased
16
Reduced
20
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 74.1K +74.1K (+100.0%) 457.00M +457.0M (+100.0%) 0.09% +0.087 pp 0.00% +0.001 pp USD6.17 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 11.89M +164.4K (+1.4%) 73.36M -10.7M (-12.7%) 13.97% +0.185 pp 0.00% 0.000 pp USD16.12 -61.7% 6 qtrs
3 STARBOARD VALUE LP 7.98M +— (+0.0%) 49.24M -8.0M (-13.9%) 9.38% -0.006 pp 0.93% -0.144 pp USD24.63 -74.9% 10 qtrs
4 VANGUARD GROUP INC 6.08M -691.3K (-10.2%) 37.49M -11.0M (-22.7%) 7.14% -0.817 pp 0.00% 0.000 pp USD22.62 -72.7% 54 qtrs
5 MORGAN STANLEY 3.42M -303.8K (-8.2%) 21.09M -5.6M (-21.0%) 4.02% -0.360 pp 0.00% 0.000 pp USD15.49 -60.2% 51 qtrs
6 STATE STREET CORP 3.40M +58.7K (+1.8%) 20.98M -3.0M (-12.4%) 4.00% +0.067 pp 0.00% 0.000 pp USD20.57 -70.0% 51 qtrs
7 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.76M +2.7M (+6,917.3%) 17.04M +16.8M (+5,938.6%) 3.24% +3.199 pp 0.03% +0.025 pp USD6.35 -2.8% 7 qtrs
8 LSV ASSET MANAGEMENT 2.73M -71.8K (-2.6%) 16.87M -3.2M (-16.1%) 3.21% -0.086 pp 0.04% -0.008 pp USD19.26 -68.0% 18 qtrs
9 MILLENNIUM MANAGEMENT LLC 2.51M -76.8K (-3.0%) 15.51M -3.1M (-16.5%) 2.95% -0.092 pp 0.01% -0.001 pp USD9.92 -37.8% 53 qtrs
10 ERSTE ASSET MANAGEMENT GMBH 2.50M +— (+0.0%) 15.43M -3.0M (-16.4%) 2.94% -0.002 pp 0.13% -0.049 pp USD15.16 -59.3% 23 qtrs
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.41M +269.7K (+12.6%) 14.86M -475.0K (-3.1%) 2.83% +0.316 pp 0.00% 0.000 pp USD13.37 -53.9% 54 qtrs
12 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.17M +165.8K (+8.3%) 13.41M -984.3K (-6.8%) 2.55% +0.193 pp 0.01% -0.001 pp USD11.06 -44.2% 33 qtrs
13 FEDERATED HERMES, INC. 2.06M +1.1M (+115.9%) 12.74M +5.9M (+85.8%) 2.43% +1.302 pp 0.02% +0.009 pp USD6.63 -6.9% 4 qtrs
14 GEODE CAPITAL MANAGEMENT, LLC 1.94M +213.9K (+12.4%) 11.97M -406.3K (-3.3%) 2.28% +0.250 pp 0.00% 0.000 pp USD19.05 -67.6% 54 qtrs
15 PRUDENTIAL FINANCIAL INC 1.54M +60.5K (+4.1%) 9.52M -1.1M (-10.4%) 1.81% +0.070 pp 0.01% -0.001 pp USD11.25 -45.2% 47 qtrs
16 INVESCO LTD. 1.37M +123.6K (+9.9%) 8.44M -482.4K (-5.4%) 1.61% +0.144 pp 0.00% 0.000 pp USD16.82 -63.3% 54 qtrs
17 TOWLE & CO 1.32M +396.3K (+43.0%) 8.13M +1.5M (+23.1%) 1.55% +0.465 pp 2.15% +0.482 pp USD7.88 -21.7% 3 qtrs
18 TWO SIGMA ADVISERS, LP 1.31M -138.6K (-9.6%) 8.07M -2.3M (-22.2%) 1.54% -0.164 pp 0.02% -0.005 pp USD8.59 -28.2% 10 qtrs
19 TWO SIGMA INVESTMENTS, LP 1.26M -325.0K (-20.5%) 7.76M -3.6M (-31.6%) 1.48% -0.383 pp 0.01% -0.006 pp USD10.48 -41.1% 24 qtrs
20 GOLDMAN SACHS GROUP INC 1.25M +173.2K (+16.1%) 7.69M -5.0K (-0.1%) 1.47% +0.203 pp 0.00% +0.000 pp USD14.97 -58.8% 52 qtrs
21 D. E. SHAW & CO., INC. 1.20M -1.6M (-56.6%) 7.39M -12.4M (-62.7%) 1.41% -1.839 pp 0.00% -0.007 pp USD8.21 -24.8% 21 qtrs
22 DIMENSIONAL FUND ADVISORS LP 1.19M -6.9K (-0.6%) 7.37M -1.2M (-14.5%) 1.40% -0.009 pp 0.00% 0.000 pp USD21.02 -70.6% 48 qtrs
23 MARSHALL WACE, LLP 1.14M +49.9K (+4.6%) 7.06M -785.8K (-10.0%) 1.34% +0.058 pp 0.01% -0.002 pp USD8.55 -27.8% 8 qtrs
24 COMMONWEALTH EQUITY SERVICES, LLC 1.07M +384.4K (+56.3%) 6.58M +1.7M (+34.5%) 1.25% +0.451 pp 0.01% +0.002 pp USD6.89 -10.4% 4 qtrs
25 NUVEEN, LLC 1.06M +833.0K (+371.5%) 6.52M +4.9M (+305.7%) 1.24% +0.979 pp 0.00% +0.001 pp USD6.38 -3.3% 4 qtrs
26 BROAD BAY CAPITAL MANAGEMENT, LP 977.5K +977.5K (+100.0%) 6.03M +6.0M (+100.0%) 1.15% +1.149 pp 0.63% +0.631 pp USD6.17 +0.0% 1 qtrs NEW
27 AMERICAN CENTURY COMPANIES INC 938.7K +189.2K (+25.2%) 5.79M +417.7K (+7.8%) 1.10% +0.222 pp 0.00% +0.000 pp USD9.68 -36.3% 27 qtrs
28 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 899.0K -11.0K (-1.2%) 5.55M -977.5K (-15.0%) 1.06% -0.014 pp 0.02% -0.004 pp USD14.02 -56.0% 14 qtrs
29 NORTHERN TRUST CORP 794.0K -27.3K (-3.3%) 4.90M -989.9K (-16.8%) 0.93% -0.033 pp 0.00% 0.000 pp USD19.78 -68.8% 51 qtrs
30 SYSTEMATIC FINANCIAL MANAGEMENT LP 575.7K -11.1K (-1.9%) 3.55M -655.3K (-15.6%) 0.68% -0.014 pp 0.08% -0.019 pp USD20.79 -70.3% 12 qtrs
31 WELLS FARGO & COMPANY/MN 549.5K +15.6K (+2.9%) 3.39M -437.7K (-11.4%) 0.65% +0.018 pp 0.00% 0.000 pp USD12.24 -49.6% 54 qtrs
32 FUND 1 INVESTMENTS, LLC 524.1K +372.7K (+246.2%) 3.23M +2.1M (+197.9%) 0.62% +0.438 pp 0.40% +0.275 pp USD6.46 -4.5% 2 qtrs
33 UBS GROUP AG 511.2K -267.5K (-34.4%) 3.15M -2.4M (-43.5%) 0.60% -0.315 pp 0.00% 0.000 pp USD9.38 -34.2% 45 qtrs
34 CAROLINA WEALTH ADVISORS, LLC 486.3K -24.8K (-4.9%) 3.00M -664.2K (-18.1%) 0.57% -0.030 pp 1.34% -0.245 pp USD7.19 -14.2% 4 qtrs
35 AQR CAPITAL MANAGEMENT LLC 474.5K -236.8K (-33.3%) 2.93M -2.2M (-42.6%) 0.56% -0.279 pp 0.00% -0.002 pp USD11.30 -45.4% 19 qtrs
36 BANK OF NEW YORK MELLON CORP 469.2K -41.2K (-8.1%) 2.90M -764.4K (-20.9%) 0.55% -0.049 pp 0.00% 0.000 pp USD18.65 -66.9% 54 qtrs
37 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 434.5K -333.1K (-43.4%) 2.68M -2.8M (-51.3%) 0.51% -0.392 pp 0.18% -0.169 pp USD7.57 -18.5% 8 qtrs
38 SEI INVESTMENTS CO 418.6K +243.8K (+139.5%) 2.58M +1.3M (+106.1%) 0.49% +0.286 pp 0.00% +0.001 pp USD10.35 -40.4% 40 qtrs
39 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 411.3K +131.6K (+47.0%) 2.54M +532.1K (+26.5%) 0.48% +0.154 pp 0.04% +0.007 pp USD6.85 -9.9% 2 qtrs
40 POINT72 ASSET MANAGEMENT, L.P. 395.0K +395.0K (+100.0%) 2.44M +2.4M (+100.0%) 0.46% +0.464 pp 0.00% +0.003 pp USD6.17 +0.0% 1 qtrs NEW
41 Y-INTERCEPT (HONG KONG) LTD 379.6K +118.7K (+45.5%) 2.34M +471.7K (+25.2%) 0.45% +0.139 pp 0.05% +0.008 pp USD6.86 -10.1% 15 qtrs
42 PRINCIPAL FINANCIAL GROUP INC 366.9K -4.0K (-1.1%) 2.26M -395.2K (-14.9%) 0.43% -0.005 pp 0.00% 0.000 pp USD19.50 -68.4% 51 qtrs
43 CI PRIVATE WEALTH, LLC 348.0K +348.0K (+100.0%) 2.15M +2.1M (+100.0%) 0.41% +0.409 pp 0.00% +0.003 pp USD6.17 +0.0% 1 qtrs NEW
44 VICTORY CAPITAL MANAGEMENT INC 320.5K +5.7K (+1.8%) 1.98M -279.7K (-12.4%) 0.38% +0.007 pp 0.00% 0.000 pp USD17.00 -63.7% 32 qtrs
45 WALLEYE CAPITAL LLC 315.9K +312.9K (+10,611.2%) 1.95M +1.9M (+9,117.5%) 0.37% +0.368 pp 0.01% +0.006 pp USD6.24 -1.1% 11 qtrs
46 INTECH INVESTMENT MANAGEMENT LLC 284.7K -81.1K (-22.2%) 1.76M -866.5K (-33.0%) 0.33% -0.096 pp 0.02% -0.008 pp USD8.66 -28.8% 6 qtrs
47 EMPOWERED FUNDS, LLC 276.0K +78.1K (+39.4%) 1.70M +283.7K (+20.0%) 0.32% +0.092 pp 0.01% -0.001 pp USD6.89 -10.4% 2 qtrs
48 PUBLIC SECTOR PENSION INVESTMENT BOARD 265.3K -33.3K (-11.2%) 1.64M -504.2K (-23.5%) 0.31% -0.039 pp 0.01% -0.002 pp USD16.12 -61.7% 27 qtrs
49 RAYMOND JAMES FINANCIAL INC 257.6K -2.5K (-1.0%) 1.59M -275.6K (-14.8%) 0.30% -0.003 pp 0.00% 0.000 pp USD11.26 -45.2% 5 qtrs
50 AMERIPRISE FINANCIAL INC 253.4K -9.6K (-3.7%) 1.56M -322.4K (-17.1%) 0.30% -0.012 pp 0.00% 0.000 pp USD17.71 -65.2% 54 qtrs
51 SKYLANDS CAPITAL, LLC 247.7K +17.3K (+7.5%) 1.53M -123.6K (-7.5%) 0.29% +0.020 pp 0.21% -0.021 pp USD9.62 -35.9% 5 qtrs
52 RHUMBLINE ADVISERS 244.3K -8.5K (-3.3%) 1.51M -305.0K (-16.8%) 0.29% -0.010 pp 0.00% 0.000 pp USD18.23 -66.2% 51 qtrs
53 ADVISORS ASSET MANAGEMENT, INC. 212.5K -121.0K (-36.3%) 1.31M -1.1M (-45.2%) 0.25% -0.142 pp 0.02% -0.019 pp USD13.35 -53.8% 10 qtrs
54 RENAISSANCE TECHNOLOGIES LLC 208.9K +208.9K (+100.0%) 1.29M +1.3M (+100.0%) 0.25% +0.245 pp 0.00% +0.002 pp USD6.17 +0.0% 1 qtrs NEW
55 VERITION FUND MANAGEMENT LLC 201.2K -950.5K (-82.5%) 1.24M -7.0M (-85.0%) 0.24% -1.118 pp 0.00% -0.029 pp USD14.08 -56.2% 10 qtrs
56 WINTON GROUP LTD 199.5K +35.5K (+21.7%) 1.23M +55.4K (+4.7%) 0.23% +0.042 pp 0.04% -0.002 pp USD12.62 -51.1% 13 qtrs
57 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 191.4K +190.6K (+25,450.9%) 1.18M +1.2M (+23,500.0%) 0.22% +0.224 pp 0.00% +0.001 pp USD6.18 -0.2% 3 qtrs
58 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 180.7K -1.4K (-0.8%) 1.11M -190.8K (-14.6%) 0.21% -0.002 pp 0.00% 0.000 pp USD12.21 -49.5% 5 qtrs
59 LEGAL & GENERAL GROUP PLC 179.8K -17.8K (-9.0%) 1.11M -307.6K (-21.7%) 0.21% -0.021 pp 0.00% 0.000 pp USD18.38 -66.4% 46 qtrs
60 RYE BROOK CAPITAL LLC 174.4K +— (+0.0%) 1.08M -174.0K (-13.9%) 0.20% 0.000 pp 1.01% +0.355 pp USD20.54 -70.0% 17 qtrs
61 EASTERLY INVESTMENT PARTNERS LLC 168.9K -82.6K (-32.8%) 1.04M -761.5K (-42.2%) 0.20% -0.097 pp 0.06% -0.058 pp USD21.49 -71.3% 21 qtrs
62 SQUAREPOINT OPS LLC 149.9K -261.7K (-63.6%) 924.6K -2.0M (-68.7%) 0.18% -0.308 pp 0.00% -0.002 pp USD7.51 -17.8% 7 qtrs
63 SWISS NATIONAL BANK 148.0K +— (+0.0%) 913.2K -148.0K (-13.9%) 0.17% 0.000 pp 0.00% 0.000 pp USD21.48 -71.3% 51 qtrs
64 MUTUAL ADVISORS, LLC 147.9K -42.0 (0.0%) 912.4K -219.2K (-19.4%) 0.17% 0.000 pp 0.02% -0.005 pp USD7.17 -13.9% 4 qtrs
65 UBS ASSET MANAGEMENT AMERICAS INC 144.8K +83.0 (+0.1%) 893.7K -144.3K (-13.9%) 0.17% +0.000 pp 0.00% +0.000 pp USD18.16 -66.0% 54 qtrs
66 POLYMER CAPITAL MANAGEMENT (US) LLC 142.0K +14.0K (+10.9%) 876.1K -41.8K (-4.6%) 0.17% +0.016 pp 0.09% -0.005 pp USD7.07 -12.7% 2 qtrs
67 VIRGINIA RETIREMENT SYSTEMS ET AL 131.0K +131.0K (+100.0%) 808.3K +808.3K (+100.0%) 0.15% +0.154 pp 0.00% +0.005 pp USD6.17 +0.0% 1 qtrs NEW
68 BARCLAYS PLC 130.9K -88.2K (-40.2%) 807.8K -2.8M (-77.7%) 0.15% -0.104 pp 0.00% -0.001 pp USD10.67 -42.2% 51 qtrs
69 BANK OF AMERICA CORP /DE/ 116.6K -78.1K (-40.1%) 719.1K -676.6K (-48.5%) 0.14% -0.092 pp 0.00% +0.000 pp USD12.31 -49.9% 52 qtrs
70 GUGGENHEIM CAPITAL LLC 113.9K +54.0K (+90.2%) 702.9K +273.4K (+63.6%) 0.13% +0.063 pp 0.01% +0.002 pp USD8.06 -23.4% 5 qtrs
71 EXODUSPOINT CAPITAL MANAGEMENT, LP 112.4K +112.4K (+100.0%) 693.2K +693.2K (+100.0%) 0.13% +0.132 pp 0.01% +0.005 pp USD6.17 +0.0% 1 qtrs NEW
72 UNITED CAPITAL FINANCIAL ADVISERS, LLC 110.1K +110.1K (+100.0%) 679.2K +679.2K (+100.0%) 0.13% +0.129 pp 0.00% +0.004 pp USD6.17 +0.0% 1 qtrs NEW
73 ROYAL BANK OF CANADA 108.3K -301.6K (-73.6%) 668.0K -2.3M (-77.3%) 0.13% -0.355 pp 0.00% 0.000 pp USD14.67 -57.9% 45 qtrs
74 DIAMETRIC CAPITAL, LP 106.0K -57.4K (-35.1%) 654.2K -517.9K (-44.2%) 0.12% -0.068 pp 0.18% -0.259 pp USD7.17 -13.9% 2 qtrs
75 WEDGE CAPITAL MANAGEMENT L L P/NC 104.7K -1.7K (-1.6%) 645.7K -116.9K (-15.3%) 0.12% -0.002 pp 0.01% -0.001 pp USD18.97 -67.5% 42 qtrs
76 QUANTINNO CAPITAL MANAGEMENT LP 100.4K +74.8K (+291.5%) 619.6K +435.7K (+236.9%) 0.12% +0.088 pp 0.00% +0.001 pp USD6.50 -5.1% 4 qtrs
77 VERDAD ADVISERS, LP 100.0K +100.0K (+100.0%) 617.0K +617.0K (+100.0%) 0.12% +0.118 pp 0.71% +0.706 pp USD6.17 +0.0% 1 qtrs NEW
78 QUBE RESEARCH & TECHNOLOGIES LTD 95.2K +95.2K (+100.0%) 587.4K +587.4K (+100.0%) 0.11% +0.112 pp 0.00% +0.001 pp USD6.17 +0.0% 5 qtrs
79 ALLIANCEBERNSTEIN L.P. 95.2K -2.1K (-2.2%) 587.2K -110.2K (-15.8%) 0.11% -0.003 pp 0.00% +0.000 pp USD22.31 -72.3% 54 qtrs
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 94.5K +94.5K (+100.0%) 583.2K +583.2K (+100.0%) 0.11% +0.111 pp 0.00% +0.000 pp USD6.17 +0.0% 49 qtrs
81 BOOTHBAY FUND MANAGEMENT, LLC 86.9K +45.1K (+108.0%) 536.2K +236.7K (+79.0%) 0.10% +0.053 pp 0.01% +0.004 pp USD6.65 -7.2% 2 qtrs
82 GROUP ONE TRADING, L.P. 86.6K +56.5K (+187.0%) 534.5K +318.1K (+147.0%) 0.10% +0.066 pp 0.00% +0.001 pp USD6.52 -5.4% 2 qtrs
83 CITADEL ADVISORS LLC 85.8K -52.6K (-38.0%) 529.4K -462.9K (-46.7%) 0.10% -0.062 pp 0.00% 0.000 pp USD13.16 -53.1% 35 qtrs
84 PRICE T ROWE ASSOCIATES INC /MD/ 83.8K -6.2K (-6.9%) 517.0K -129.0K (-20.0%) 0.10% -0.007 pp 0.00% +0.000 pp USD25.85 -76.1% 51 qtrs
85 JANE STREET GROUP, LLC 82.2K +21.4K (+35.2%) 507.2K +71.2K (+16.3%) 0.10% +0.025 pp 0.00% +0.000 pp USD7.06 -12.6% 6 qtrs
86 COUNTERPOINT MUTUAL FUNDS LLC 81.5K -349.9K (-81.1%) 502.9K -2.6M (-83.7%) 0.10% -0.411 pp 0.04% -0.207 pp USD7.17 -13.9% 4 qtrs
87 SG AMERICAS SECURITIES, LLC 79.9K -68.3K (-46.1%) 493.0K -570.0K (-53.6%) 0.09% -0.080 pp 0.00% -0.003 pp USD7.17 -13.9% 28 qtrs
88 LPL FINANCIAL LLC 79.4K -10.0K (-11.2%) 490.2K -151.3K (-23.6%) 0.09% -0.012 pp 0.00% 0.000 pp USD10.06 -38.7% 25 qtrs
89 BREVAN HOWARD CAPITAL MANAGEMENT LP 78.4K -4.2K (-5.0%) 483.5K -108.2K (-18.3%) 0.09% -0.005 pp 0.01% +0.003 pp USD7.17 -13.9% 2 qtrs
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 71.1K -487.0 (-0.7%) 438.6K -74.6K (-14.5%) 0.08% -0.001 pp 0.00% 0.000 pp USD20.86 -70.4% 52 qtrs
91 PACIFIC RIDGE CAPITAL PARTNERS, LLC 66.8K +3.0K (+4.6%) 412.1K -45.6K (-10.0%) 0.08% +0.003 pp 0.09% -0.010 pp USD14.05 -56.1% 13 qtrs
92 XTX TOPCO LTD 63.8K +63.8K (+100.0%) 393.6K +393.6K (+100.0%) 0.08% +0.075 pp 0.01% +0.010 pp USD6.17 +0.0% 6 qtrs
93 GREAT WEST LIFE ASSURANCE CO /CAN/ 63.2K +— (+0.0%) 390.0K -76.0K (-16.3%) 0.07% +0.000 pp 0.00% +0.000 pp USD20.19 -69.4% 51 qtrs
94 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 63.0K +— (+0.0%) 389.0K -63.0K (-13.9%) 0.07% +0.000 pp 0.00% 0.000 pp USD19.00 -67.5% 43 qtrs
95 FRANKLIN RESOURCES INC 62.1K -149.5K (-70.7%) 382.9K -13.7M (-97.3%) 0.07% -0.176 pp 0.00% -0.003 pp USD8.73 -29.3% 18 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.80
Bullish
Ratio by volume
2.02
Bullish
Buys
18
Sells
10
Shares acquired
402.9K
Shares disposed
199.9K
Cash buys
Cash sales
Net activity
+203,032
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
2026-04-22 Sagal Jonathan Director M-Exempt A Common Stock 19,746 0.00 27,119 D
2026-04-22 Marein-Efron Melanie Director M-Exempt D Restricted Stock Units 19,746 0.00 0 D
2026-04-22 MOHAN RAJENDRA M Director M-Exempt D Restricted Stock Units 30,574 0.00 0 D
2026-04-22 MAHONEY JOHN Director M-Exempt D Restricted Stock Units 19,746 0.00 0 D
2026-04-22 Levy Tara Walpert Director M-Exempt A Common Stock 19,746 0.00 89,622 D
2026-04-22 Lal Rohit Director M-Exempt A Common Stock 19,746 0.00 49,902 D
2026-04-22 Kunkel Julie T. Director M-Exempt D Restricted Stock Units 19,746 0.00 0 D
2026-04-22 Keating Colleen Director M-Exempt D Restricted Stock Units 5,592 0.00 0 D
2026-04-22 GEORGE DAVID C Director M-Exempt D Restricted Stock Units 25,478 0.00 0 D
2026-04-22 DINKINS JAMES L Director M-Exempt D Restricted Stock Units 19,746 0.00 0 D
2026-03-11 Lal Rohit Director P-Purchase A Common Stock 10,000 5.69 56.9K 30,156 D
2026-03-05 Kunkel Julie T. Director P-Purchase A Common Stock 1,000 6.46 6.5K 6,065 I
2026-03-03 Pace Philip J Officer M-Exempt A Common Stock 3,240 0.00 46,855 D
2026-03-03 Lefferts Kelly Officer M-Exempt A Common Stock 6,481 0.00 120,155 D
2026-03-03 Hafner Patrick M Officer M-Exempt D Restricted Stock Units 8,101 0.00 8,102 D
2026-03-03 Gonzalez Lissette R Officer F-InKind D Common Stock 1,201 6.35 7.6K 46,483 D
2026-02-28 Spanos Mike Director / Officer F-InKind D Common Stock 33,838 6.12 207.1K 206,622 D
2026-02-28 Pace Philip J Officer M-Exempt D Restricted Stock Units 5,699 0.00 11,398 D
2026-02-28 Lefferts Kelly Officer M-Exempt A Common Stock 16,129 0.00 120,052 D
2026-02-28 Hafner Patrick M Officer M-Exempt A Common Stock 1,779 0.00 16,585 D
2026-02-28 Gonzalez Lissette R Officer M-Exempt A Common Stock 9,677 0.00 45,693 D
2026-02-27 Spanos Mike Director / Officer A-Award A Restricted Stock Units 490,196 0.00 490,196 D
2026-02-27 Pace Philip J Officer A-Award A Restricted Stock Units 21,650 0.00 21,650 D
2026-02-27 Mitory Jessica L Officer A-Award A Restricted Stock Units 36,765 0.00 36,765 D
2026-02-27 Lefferts Kelly Officer A-Award A Restricted Stock Units 61,275 0.00 61,275 D
2026-02-27 Hafner Patrick M Officer A-Award A Restricted Stock Units 40,850 0.00 40,850 D
2026-02-27 Christel Eric C Officer A-Award A Restricted Stock Units 81,699 0.00 81,699 D
2026-02-22 Pace Philip J Officer F-InKind D Common Stock 1,100 6.47 7.1K 39,071 D
2026-02-22 Lefferts Kelly Officer M-Exempt D Restricted Stock Units 2,396 0.00 0 D
2026-02-22 Hafner Patrick M Officer M-Exempt D Restricted Stock Units 1,351 0.00 0 D
2026-02-22 Gonzalez Lissette R Officer F-InKind D Common Stock 388 6.47 2.5K 32,770 D
2026-02-11 Keating Colleen Director A-Award A Restricted Stock Units 5,592 0.00 5,592 D
2026-02-03 Hafner Patrick M Officer M-Exempt D Restricted Stock Units 8,325 0.00 16,651 D
2026-01-05 Spanos Mike Director / Officer A-Award A Restricted Stock Units 308,642 0.00 308,642 D
2026-01-05 Pace Philip J Officer A-Award A Restricted Stock Units 23,149 0.00 23,149 D
2026-01-05 Lefferts Kelly Officer A-Award A Restricted Stock Units 46,297 0.00 46,297 D
2026-01-05 Hafner Patrick M Officer A-Award A Restricted Stock Units 115,741 0.00 115,741 D
2025-11-11 Kunkel Julie T. Director P-Purchase A Common Stock 1,500 6.37 9.6K 5,065 I
2025-11-11 Hafner Patrick M Officer S-Sale D Common Stock 4,256 6.41 27.3K 8,000 D
2025-11-10 Christel Eric C Officer P-Purchase A Common Stock 150,000 6.38 957.0K 150,000 D
2025-11-01 Graff Mark E Officer M-Exempt A Common Stock 4,861 0.00 60,501 D
2025-11-01 Gonzalez Lissette R Officer M-Exempt A Common Stock 4,018 0.00 32,830 D
2025-10-13 Healy William Michael Officer F-InKind D Common Stock 3,188 7.26 23.1K 70,932 D
2025-10-01 Spanos Mike Director / Officer M-Exempt A Common Stock 60,082 0.00 178,082 D
2025-09-03 Pace Philip J Officer M-Exempt D Restricted Stock Units 6,481 0.00 6,481 D
2025-09-03 Lefferts Kelly Officer M-Exempt D Restricted Stock Units 12,962 0.00 12,962 D
2025-09-03 Healy William Michael Officer M-Exempt D Restricted Stock Units 16,202 0.00 16,203 D
2025-09-03 Hafner Patrick M Officer F-InKind D Common Stock 3,946 6.99 27.6K 12,256 D
2025-09-03 Graff Mark E Officer M-Exempt A Common Stock 9,721 0.00 58,008 D
2025-09-03 Gonzalez Lissette R Officer M-Exempt D Restricted Stock Units 9,721 0.00 9,722 D
2025-09-02 Pace Philip J Officer A-Award A Restricted Stock Units 15,385 0.00 15,385 D
2025-09-02 Mitory Jessica L Officer A-Award A Restricted Stock Units 100,000 0.00 100,000 D
2025-09-02 Lefferts Kelly Officer A-Award A Restricted Stock Units 15,385 0.00 15,385 D
2025-09-02 Christel Eric C Officer A-Award A Restricted Stock Units 75,455 0.00 75,455 D
2025-08-11 Mitory Jessica L Officer No securities beneficially owned. 0 0.00 0 D
2025-08-04 Christel Eric C Officer No securities beneficially owned. 0 0.00 0 D
2025-05-02 Pace Philip J Officer F-InKind D Common Stock 609 8.09 4.9K 33,779 D
2025-05-01 Graff Mark E Officer F-InKind D Common Stock 1,455 8.00 11.6K 48,287 D
2025-04-23 Sagal Jonathan Director A-Award A Restricted Stock Units 19,746 0.00 19,746 D
2025-04-23 Marein-Efron Melanie Director A-Award A Restricted Stock Units 19,746 0.00 19,746 D
2025-04-23 MOHAN RAJENDRA M Director M-Exempt A Common Stock 9,105 0.00 53,767 D
2025-04-23 MAHONEY JOHN Director M-Exempt D Restricted Stock Units 5,881 0.00 0 D
2025-04-23 Levy Tara Walpert Director M-Exempt D Restricted Stock Units 5,881 0.00 0 D
2025-04-23 Lal Rohit Director A-Award A Restricted Stock Units 19,746 0.00 19,746 D
2025-04-23 Kunkel Julie T. Director A-Award A Restricted Stock Units 19,746 0.00 19,746 D
2025-04-23 JACKSON LAWRENCE V Director M-Exempt D Restricted Stock Units 5,881 0.00 0 D
2025-04-23 GEORGE DAVID C Director A-Award A Restricted Stock Units 25,478 0.00 25,478 D
2025-04-23 DINKINS JAMES L Director M-Exempt D Restricted Stock Units 3,410 0.00 0 D
2025-03-25 Lal Rohit Director L-Small A Common Stock 257 8.18 2.1K 14,275 D
2025-03-14 Trevisan Suzann Officer M-Exempt A Common Stock 9,721 0.00 30,073 D
2025-03-05 Spanos Mike Director / Officer P-Purchase A Common Stock 118,000 8.63 1.02M 118,000 D
2025-03-04 Hafner Patrick M Officer S-Sale D Common Stock 9,555 8.32 79.5K 0 D
2025-02-28 Trevisan Suzann Officer M-Exempt A Common Stock 1,334 0.00 20,748 D
2025-02-28 Spanos Mike Director / Officer A-Award A Restricted Stock Units 258,065 0.00 258,065 D
2025-02-28 Pace Philip J Officer F-InKind D Common Stock 396 9.38 3.7K 31,888 D
2025-02-28 Lefferts Kelly Officer M-Exempt A Common Stock 2,446 0.00 93,960 D
2025-02-28 Lal Rohit Director P-Purchase A Common Stock 10,000 9.62 96.2K 14,018 D
2025-02-28 Kunkel Julie T. Director P-Purchase A Common Stock 1,500 9.94 14.9K 3,565 I
2025-02-28 Healy William Michael Officer M-Exempt D Restricted Stock Units 2,001 0.00 4,004 D
2025-02-28 Hafner Patrick M Officer A-Award A Restricted Stock Units 32,259 0.00 32,259 D
2025-02-28 Graff Mark E Officer M-Exempt A Common Stock 2,001 0.00 44,305 D
2025-02-28 Gonzalez Lissette R Officer A-Award A Restricted Stock Units 29,033 0.00 29,033 D
2025-02-22 Trevisan Suzann Officer M-Exempt A Common Stock 1,394 0.00 18,499 D
2025-02-22 Pace Philip J Officer M-Exempt A Common Stock 2,461 0.00 30,008 D
2025-02-22 Lefferts Kelly Officer M-Exempt D Restricted Stock Units 2,396 0.00 2,396 D
2025-02-22 Healy William Michael Officer M-Exempt A Common Stock 1,307 0.00 54,070 D
2025-02-22 Hafner Patrick M Officer M-Exempt A Common Stock 1,350 0.00 6,201 D
2025-02-22 Graff Mark E Officer M-Exempt A Common Stock 1,307 0.00 40,095 D
2025-02-22 Gonzalez Lissette R Officer M-Exempt A Common Stock 2,614 0.00 18,485 D
2025-02-21 Pace Philip J Officer M-Exempt A Common Stock 1,200 0.00 30,477 D
2025-02-21 Lefferts Kelly Officer F-InKind D Common Stock 730 11.84 8.6K 91,514 D
2025-02-21 Healy William Michael Officer M-Exempt D Restricted Stock Units 1,570 0.00 0 D
2025-02-21 Hafner Patrick M Officer M-Exempt A Common Stock 1,477 0.00 7,277 D
2025-02-21 Graff Mark E Officer F-InKind D Common Stock 438 11.84 5.2K 40,746 D
2025-02-21 Gonzalez Lissette R Officer M-Exempt D Restricted Stock Units 1,939 0.00 0 D
2025-02-12 DINKINS JAMES L Director A-Award A Restricted Stock Units 3,410 0.00 3,410 D
2025-02-03 Hafner Patrick M Officer A-Award A Restricted Stock Units 24,976 0.00 24,976 D
2025-01-20 Hafner Patrick M Officer Restricted Stock Units 750 0.00 0 D
2024-12-29 Kunkel Julie T. Director Common Stock 0 0.00 10,650 D
2024-12-01 Healy William Michael Officer F-InKind D Common Stock 950 13.94 13.2K 50,522 D
2024-12-01 Graff Mark E Officer F-InKind D Common Stock 950 13.94 13.2K 37,563 D
2024-11-01 Gonzalez Lissette R Officer M-Exempt A Common Stock 4,018 0.00 15,931 D
2024-10-03 Trevisan Suzann Officer M-Exempt A Common Stock 10,887 0.00 19,756 D
2024-10-01 Spanos Mike Director / Officer A-Award A Restricted Stock Units 180,184 0.00 180,184 D
2024-09-03 Trevisan Suzann Officer A-Award A Restricted Stock Units 19,443 0.00 19,443
2024-09-03 Spanos Mike Director / Officer D No securities beneficially owned. 0 0.00 0
2024-09-03 Pace Philip J Officer A-Award A Restricted Stock Units 12,962 0.00 12,962
2024-09-03 Lefferts Kelly Officer A-Award A Restricted Stock Units 25,924 0.00 25,924
2024-09-03 Healy William Michael Officer A-Award A Restricted Stock Units 32,405 0.00 32,405
2024-09-03 Graff Mark E Officer A-Award A Restricted Stock Units 19,443 0.00 19,443
2024-09-03 Gonzalez Lissette R Officer A-Award A Restricted Stock Units 19,443 0.00 19,443
2024-09-03 Berenstein Pierre A Officer A-Award A Restricted Stock Units 25,924 0.00 25,924
2024-08-12 Kunkel Julie T. Director P-Purchase A Common Stock 1,000 15.65 15.7K 2,000
2024-08-01 Berenstein Pierre A Officer M-Exempt A Common Stock 3,576 0.00 26,806
2024-06-01 Graff Mark E Officer F-InKind D Common Stock 609 21.80 13.3K 34,612
2024-05-03 Gonzalez Lissette R Officer M-Exempt A Common Stock 2,500 0.00 12,522
2024-05-02 Pace Philip J Officer M-Exempt A Common Stock 2,500 0.00 28,156
2024-05-01 Graff Mark E Officer A-Award A Restricted Stock Units 17,912 0.00 17,912
2024-04-23 Sagal Jonathan Director M-Exempt A Common Stock 1,492 0.00 1,492
2024-04-23 Marein-Efron Melanie Director M-Exempt A Common Stock 6,508 0.00 10,650
2024-04-23 MOHAN RAJENDRA M Director A-Award A Restricted Stock Units 9,105 0.00 9,105
2024-04-23 MAHONEY JOHN Director M-Exempt D Restricted Stock Units 1,762 0.00 0
2024-04-23 Levy Tara Walpert Director M-Exempt A Common Stock 6,508 0.00 62,233
2024-04-23 Lal Rohit Director A-Award A Restricted Stock Units 5,881 0.00 5,881
2024-04-23 Kunkel Julie T. Director M-Exempt D Restricted Stock Units 6,508 0.00 0
2024-04-23 JACKSON LAWRENCE V Director M-Exempt A Common Stock 1,762 0.00 28,614
2024-04-23 GEORGE DAVID C Director M-Exempt A Common Stock 1,492 0.00 2,688
2024-04-23 Fitzjohn David Roy Director F-InKind D Common Stock 529 27.30 14.4K 43,123
2024-04-23 Berenstein Pierre A Officer D Common Stock 0 0.00 23,230
2024-02-28 Trevisan Suzann Officer A-Award A Restricted Stock Units 4,004 0.00 4,004
2024-02-28 Patterson Brett A Officer A-Award A Restricted Stock Units 6,673 0.00 6,673
2024-02-28 Pace Philip J Officer A-Award A Restricted Stock Units 3,537 0.00 3,537
2024-02-28 Lefferts Kelly Officer A-Award A Restricted Stock Units 7,340 0.00 7,340
2024-02-28 Isaacs Astrid Officer A-Award A Restricted Stock Units 6,673 0.00 6,673
2024-02-28 Healy William Michael Officer A-Award A Restricted Stock Units 6,005 0.00 6,005
2024-02-28 Graff Mark E Officer A-Award A Restricted Stock Units 6,005 0.00 6,005
2024-02-28 Gonzalez Lissette R Officer A-Award A Restricted Stock Units 6,005 0.00 6,005
2024-02-28 Deno David J. Director / Officer A-Award A Restricted Stock Units 65,386 0.00 65,386
2024-02-27 Scarlett Gregg Officer M-Exempt A Common Stock 12,166 25.32 308.0K 250,738
2024-02-27 Pace Philip J Officer M-Exempt D Stock Option (right to buy) 2,697 25.32 68.3K 0
2024-02-27 Meyer Christopher Adkins Officer M-Exempt A Common Stock 3,194 25.32 80.9K 132,530
2024-02-27 Lefferts Kelly Officer M-Exempt A Common Stock 3,407 25.32 86.3K 91,332
2024-02-27 Graff Mark E Officer M-Exempt D Stock Option (right to buy) 1,420 25.32 36.0K 0
2024-02-27 Deno David J. Director / Officer F-InKind D Common Stock 56,409 27.14 1.53M 710,073
2024-02-22 Trevisan Suzann Officer M-Exempt A Restricted Stock Units 1,394 0.00 2,788
2024-02-22 Scarlett Gregg Officer M-Exempt D Restricted Stock Units 4,760 0.00 0
2024-02-22 Patterson Brett A Officer M-Exempt D Restricted Stock Units 1,587 0.00 0
2024-02-22 Pace Philip J Officer M-Exempt D Restricted Stock Units 1,146 0.00 0
2024-02-22 Meyer Christopher Adkins Officer M-Exempt A Restricted Stock Units 3,484 0.00 6,970
2024-02-22 Lefferts Kelly Officer M-Exempt A Common Stock 24,668 0.00 90,383
2024-02-22 Isaacs Astrid Officer M-Exempt A Restricted Stock Units 2,178 0.00 4,356
2024-02-22 Healy William Michael Officer M-Exempt A Common Stock 1,323 0.00 47,894
2024-02-22 Graff Mark E Officer M-Exempt A Common Stock 1,742 0.00 31,326
2024-02-22 Gonzalez Lissette R Officer M-Exempt A Common Stock 2,613 0.00 10,193
2024-02-22 Deno David J. Director / Officer M-Exempt D Restricted Stock Units 21,342 0.00 42,686
2024-02-21 Scarlett Gregg Officer F-InKind D Common Stock 1,336 26.75 35.7K 197,831
2024-02-21 Patterson Brett A Officer M-Exempt A Common Stock 1,846 0.00 31,601
2024-02-21 Pace Philip J Officer M-Exempt A Common Stock 1,200 0.00 18,579
2024-02-21 Meyer Christopher Adkins Officer M-Exempt A Common Stock 3,231 0.00 101,497
2024-02-21 Lefferts Kelly Officer M-Exempt A Restricted Stock Units 2,462 0.00 2,462
2024-02-21 Isaacs Astrid Officer M-Exempt A Common Stock 1,569 0.00 4,238
2024-02-21 Healy William Michael Officer M-Exempt D Restricted Stock Units 1,569 0.00 1,570
2024-02-21 Graff Mark E Officer M-Exempt D Restricted Stock Units 1,477 0.00 1,477
2024-02-21 Gonzalez Lissette R Officer F-InKind D Common Stock 384 26.75 10.3K 2,799
2024-02-21 Deno David J. Director / Officer M-Exempt D Restricted Stock Units 21,415 0.00 21,415
2024-02-13 Sagal Jonathan Director A-Award A Restricted Stock Units 1,492 0.00 1,492
2024-02-13 GEORGE DAVID C Director A-Award A Restricted Stock Units 1,492 0.00 1,492
2024-01-04 Pace Philip J Officer M-Exempt A Common Stock 3,334 0.00 18,368
2024-01-02 Sagal Jonathan Director 0 0.00 0
2024-01-02 GEORGE DAVID C Director D Common Stock 0 0.00 1,196
2023-12-01 Patterson Brett A Officer A-Award A Restricted Stock Units 11,705 0.00 11,705
2023-12-01 Healy William Michael Officer M-Exempt A Common Stock 1,667 0.00 33,443
2023-12-01 Graff Mark E Officer A-Award A Restricted Stock Units 11,705 0.00 11,705
2023-11-13 Healy William Michael Officer D Common Stock 0 0.00 31,776
2023-11-01 Gonzalez Lissette R Officer A-Award A Restricted Stock Units 12,055 0.00 12,055
2023-10-09 MOHAN RAJENDRA M Director A-Award A Restricted Stock Units 1,685 0.00 1,685
2023-10-09 Lal Rohit Director A-Award A Restricted Stock Units 4,018 0.00 4,018
2023-10-03 Trevisan Suzann Officer F-InKind D Common Stock 2,998 23.48 70.4K 7,889
2023-08-28 Lal Rohit Director D No securities beneficially owned. 0 0.00 0
2023-08-28 Craigie James Director M-Exempt A Common Stock 9,236 0.00 75,793
2023-06-01 Graff Mark E Officer M-Exempt A Common Stock 2,500 0.00 23,597
2023-05-03 Gonzalez Lissette R Officer F-InKind D Common Stock 609 24.60 15.0K 1,891
2023-05-02 Pace Philip J Officer M-Exempt A Common Stock 2,500 0.00 15,643
2023-04-18 SMITH ELIZABETH A Director M-Exempt D Restricted Stock Units 6,945 0.00 0
2023-04-18 Patterson Brett A Officer D Restricted Stock Units 5,554 0.00 0
2023-04-18 Marein-Efron Melanie Director M-Exempt D Restricted Stock Units 4,142 0.00 0
2023-04-18 MOHAN RAJENDRA M Director M-Exempt A Common Stock 6,945 0.00 34,707
2023-04-18 MAHONEY JOHN Director M-Exempt D Restricted Stock Units 6,945 0.00 0
2023-04-18 Levy Tara Walpert Director M-Exempt D Restricted Stock Units 6,945 0.00 0
2023-04-18 Kunkel Julie T. Director M-Exempt A Common Stock 4,142 0.00 4,142
2023-04-18 JACKSON LAWRENCE V Director M-Exempt A Common Stock 3,292 0.00 11,637
2023-04-18 Isaacs Astrid Officer D Restricted Stock Units 6,534 0.00 0
2023-04-18 Graff Mark E Officer D Stock Option (right to buy) 25,000 17.15 428.8K 0
2023-04-18 Gonzalez Lissette R Officer D Restricted Stock Units 7,841 0.00 0
2023-04-18 GAINOR JOHN P JR Director M-Exempt A Common Stock 3,292 0.00 11,637
2023-04-18 Fitzjohn David Roy Director A-Award A Restricted Stock Units 6,508 0.00 6,508
2023-04-18 Craigie James Director M-Exempt A Common Stock 2,467 0.00 64,090
2023-03-02 Scarlett Gregg Officer F-InKind D Common Stock 6,559 27.13 177.9K 194,182
2023-02-22 Trevisan Suzann Officer A-Award A Restricted Stock Units 4,182 0.00 4,182
2023-02-22 Scarlett Gregg Officer M-Exempt A Common Stock 4,760 0.00 154,532

Executive team

Top executives
EBIT / Employee
400.00
Shares Outstanding
85.23M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael L. Spanos Chief Executive Officer 1.00M 3.33M 1.16M 7.5K 5.50M 60.65%
2 2025 W. Michael Healy Former Executive Vice President, Chief Financial Officer and Executive Vice President, Strategy & Transformation 446.3K 500.0K 1.05M 2.00M 24.99%
3 2025 Mark E. Graff Former Executive Vice President, President, Bonefish Grill and Fine Dining 389.4K 300.0K 834.7K 1.52M 19.68%
4 2025 Kelly M. Lefferts Executive Vice President, Chief Legal Officer 520.0K 80.0K 600.0K 320.9K 2.4K 1.52M 39.39%
5 2025 Jessica Mitory Senior Vice President, Chief Human Resource Officer 169.9K 500.0K 710.0K 82.6K 192.00 1.46M 48.54%
6 2025 Patrick Hafner Executive Vice President, President, Outback Steakhouse 495.4K 583.4K 277.6K 1.2K 1.36M 42.97%
7 2025 Eric Christel Executive Vice President, Chief Financial Officer 230.8K 250.0K 415.0K 135.9K 584.00 1.03M 40.20%
8 2024 Gregg D. Scarlett Former Executive Vice President, Chief Operating Officer, Casual Dining Restaurants 1.00M 4.90M 420.0K 19.0K 6.34M 77.30%
9 2024 Michael L. Spanos Chief Executive Officer 303.8K 2.50M 158.8K 1.00M 3.97M 63.05%
10 2024 Mark E. Graff Executive Vice President, President, Bonefish Grill and Fine Dining 500.0K 1.00M 140.0K 338.4K 1.98M 50.55%
11 2024 Mark E. Graff Former Executive Vice President, President, Bonefish Grill and Fine Dining 450.0K 1.15M 107.1K 5.6K 1.71M 67.15%
12 2024 David J. Deno Former Chief Executive Officer 450.0K 1.15M 107.1K 5.6K 1.71M 67.15%
13 2024 W. Michael Healy Executive Vice President, Chief Financial Officer 523.1K 950.0K 125.0K 4.8K 1.60M 59.27%
14 2024 W. Michael Healy Former Executive Vice President, Chief Financial Officer and Executive Vice President, Strategy & Transformation 523.1K 950.0K 125.0K 4.8K 1.60M 59.27%
15 2024 Kelly M. Lefferts Executive Vice President, Chief Legal Officer 520.0K 950.0K 123.8K 6.5K 1.60M 59.37%
16 2024 Astrid C. Isaacs Former Senior Vice President, Chief Technology Officer 520.0K 950.0K 123.8K 6.5K 1.60M 59.37%
17 2023 Gregg D. Scarlett Former Executive Vice President, Chief Operating Officer, Casual Dining Restaurants 1.00M 4.90M 910.5K 14.5K 6.83M 71.80%
18 2023 Astrid C. Isaacs Former Senior Vice President, Chief Technology Officer 516.9K 550.0K 268.3K 7.2K 1.34M 40.97%
19 2023 Kelly M. Lefferts Executive Vice President, Chief Legal Officer 516.9K 550.0K 268.3K 7.2K 1.34M 40.97%
20 2022 Astrid C. Isaacs Former Senior Vice President, Chief Technology Officer 500.0K 500.0K 284.2K 7.0K 1.29M 38.73%
CEO compensation breakdown

Proxy statements

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

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-24 S-8
2026-04-24 8-K
2026-04-24 4
2026-04-24 4
2026-04-24 4
2026-04-24 4
2026-04-24 4
2026-04-24 4
2026-04-24 4

Executive team

NameTitleCompensationGender
Michael Spanos Chief Executive Officer & Director 2M male
Jessica Mitory Senior Vice President & Chief Human Resources Officer 1M female
Eric Christel Executive Vice President & Chief Financial Officer 951.2K male
Kelly Lefferts Executive Vice President, Chief Legal Officer & Secretary 923.3K female
Patrick Hafner Executive Vice President, & President of Outback Steakhouse 783.7K male
Rafael A. Sanchez Senior Vice President & Chief Information Officer male
Tara Kurian Senior Vice President of IR, FP&A, and International female
John T. Bettin Senior Vice President & President of Bonefish Grill male
Kelia Bazile Senior Vice President & President of Carrabba's Italian Grill female
Lissette Gonzalez Executive Vice President & Chief Commercial Officer female
Philip Pace Senior Vice President & Chief Accounting Officer male
ESG Rating
B+
RESTAURANTS
2022
E (Environmental)
60.3 / 47.1
Company / Sector avg.
S (Social)
65.8 / 50.9
Company / Sector avg.
G (Governance)
67.5 / 56.3
Company / Sector avg.
ESG Total
64.5 / 51.4
Company / Sector avg.
ESG Score History RESTAURANTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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