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BrightSpring Health Services, Inc. Common Stock (BTSG)
USD69.64
-1.79 (-2.51%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address
805 North Whittington Parkway 40222
Louisville, DE, US
Louisville, DE, US
CEO
Jon Rousseau
Website
brightspringhealth.com
IPO
2024-01-26
CIK 1865782 ISIN US10950A1060
Also trades on
NASDAQ Global Select · BTSG (USD)
NASDAQ Global Select · BTSGU (USD)
Description
BrightSpring Health Services, Inc. operates across the United States, offering a range of healthcare solutions directly within patients' homes and local communities. The company's extensive platform focuses on providing crucial pharmacy and medical provider services, including both clinical care and supportive assistance, to individuals covered by Medicare, Medicaid, and private insurance. Patients receive care from a dedicated team of clinical professionals and licensed pharmacists. Formerly known as Phoenix Parent Holdings Inc., the company officially adopted the name BrightSpring Health Services, Inc. in May 2021. Founded in 1974, its headquarters are located in Louisville, Kentucky.
News Sentiment (7d)
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
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD69.64
-1.79 (-2.51%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.87
Float Shares
122.61M
Free Float %
63.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.44% | +4.90% | +21.49% | +45.73% | +63.70% | +47.05% | +146.40% | +400.64% | +400.64% | +400.64% | +400.64% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (12 ratings, all time)
Buy
Price Targets & DCF
Current price
69.64
Low
45.00
-35.4%
Consensus
57.50
-17.4%
Median
60.00
-13.8%
High
65.00
-6.7%
DCF (Unlevered)
13.78
-80.2%
DCF (Levered)
3.76
-94.6%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 14 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 7 |
61.71
-11.4%
|
| Last Quarter | 9 |
58.89
-15.4%
|
| Last Year | 26 |
47.04
-32.5%
|
| All Time | 27 |
46.26
-33.6%
|
Quality scores
Altman Z-Score
4.18
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Medical - Healthcare Information Services: +14.2%+14.6% ★ Q1'26: +25.6% (vs Q1'25)
-
EPS growth Medical - Healthcare Information Services: +43.1%+1,029.5% ★ Q1'26: +378.6% (vs Q1'25)
-
FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%+2.1% Q1'26: +2.8% (vs Q1'25)
-
EBIT margin Medical - Healthcare Information Services: +8.8%+3.2% Q1'26: +3.8% (vs Q1'25)
-
ROIC Medical - Healthcare Information Services: +5.2%+6.7% ★ Q1'26: +13.0% (vs Q1'25)
-
Share dilution Medical - Healthcare Information Services: -0.1%+13.9% Q1'26: +3.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×4.97× Q1'26: 3.82× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 12 Rev. Ana. 9 EPS Ana. |
Dec 2027 13 Rev. Ana. 9 EPS Ana. |
Dec 2028 9 Rev. Ana. 4 EPS Ana. |
Dec 2029 4 Rev. Ana. 2 EPS Ana. |
Dec 2030 4 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
8.83B
est: 9.94B (-11.2%)
|
11.27B
est: 11.23B (+0.3%)
|
12.91B
est: 12.74B (+1.4%)
|
15.05B
14.95B – 15.18B
+18.2% YoY
|
17.10B
16.58B – 17.41B
+13.6% YoY
|
19.65B
19.62B – 19.68B
+14.9% YoY
|
23.31B
22.86B – 23.80B
+18.7% YoY
|
28.68B
28.13B – 29.28B
+23.0% YoY
|
| EBITDA |
349.52M
est: 466.51M (-25.1%)
|
398.13M
est: 527.16M (-24.5%)
|
572.34M
est: 597.92M (-4.3%)
|
706.67M
701.98M – 712.77M
+18.2% YoY
|
802.66M
778.49M – 817.35M
+13.6% YoY
|
922.32M
920.82M – 923.81M
+14.9% YoY
|
1.09B
1.07B – 1.12B
+18.7% YoY
|
1.35B
1.32B – 1.37B
+23.0% YoY
|
| EBIT |
147.18M
est: 247.97M (-40.6%)
|
193.65M
est: 280.21M (-30.9%)
|
408.06M
est: 317.82M (+28.4%)
|
375.63M
373.14M – 378.88M
+18.2% YoY
|
426.65M
413.81M – 434.46M
+13.6% YoY
|
490.26M
489.46M – 491.05M
+14.9% YoY
|
581.76M
570.46M – 593.85M
+18.7% YoY
|
715.69M
701.79M – 730.57M
+23.0% YoY
|
| Net Income |
-154.60M
est: -235.65M (+34.4%)
|
-18.06M
est: 134.37M (-113.4%)
|
190.67M
est: 217.96M (-12.5%)
|
350.45M
337.25M – 395.70M
+60.8% YoY
|
417.83M
354.71M – 508.73M
+19.2% YoY
|
558.25M
512.91M – 713.91M
+33.6% YoY
|
830.75M
809.77M – 853.20M
+48.8% YoY
|
1.27B
1.24B – 1.31B
+53.2% YoY
|
| SGA |
1.29B
est: 1.30B (-0.7%)
|
1.38B
est: 1.46B (-5.6%)
|
1.11B
est: 1.66B (-33.1%)
|
1.96B
1.95B – 1.98B
+18.2% YoY
|
2.23B
2.16B – 2.27B
+13.6% YoY
|
2.56B
2.56B – 2.56B
+14.9% YoY
|
3.04B
2.98B – 3.10B
+18.7% YoY
|
3.74B
3.67B – 3.82B
+23.0% YoY
|
| EPS |
-0.90
est: -1.07 (+16.0%)
|
-0.09
est: 0.57 (-116.3%)
|
0.94
est: 1.05 (-10.5%)
|
1.68
1.53 – 1.80
+59.8% YoY
|
2.11
1.61 – 2.31
+25.9% YoY
|
2.58
2.33 – 3.25
+22.2% YoY
|
3.78
3.68 – 3.88
+46.4% YoY
|
5.79
5.64 – 5.95
+53.2% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | Morgan Stanley | Overweight | Overweight | Maintain |
| 2026-05-05 | Mizuho | Outperform | Outperform | Maintain |
| 2026-05-04 | TD Cowen | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 2/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-08 | B- | 3/5 | 2/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-07 | B- | 3/5 | 2/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-06 | B- | 3/5 | 2/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-05 | B- | 3/5 | 2/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-04 | B- | 3/5 | 2/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 2/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B- | 2/5 | 2/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-29 | B- | 2/5 | 2/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B- | 2/5 | 2/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B- | 2/5 | 2/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B- | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B- | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B- | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-15 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
642.45M
OE per share TTM
2.93
Owner's Yield
5.70%
Maintenance CapEx ratio
13.65%
Maint CapEx / Avg PPE
5.7%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
71
Total invested
148.99M
Insider transactions (90d)
1
Beneficial owners (>5%)
15
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | George R. Roberts | 92.96M | 54.20% | — | 92.96M | — | 92.96M | IN | — | 2024-09-18 | ↗ |
| 2 | Henry R. Kravis | 92.96M | 54.20% | — | 92.96M | — | 92.96M | IN | — | 2024-09-18 | ↗ |
| 3 | KKR & Co. Inc. | 92.96M | 54.20% | 92.96M | — | 92.96M | — | CO | — | 2024-09-18 | ↗ |
| 4 | KKR Americas Fund XII L.P. | 92.96M | 54.20% | 92.96M | — | 92.96M | — | PN | — | 2024-09-18 | ↗ |
| 5 | KKR Americas XII Limited. | 92.96M | 54.20% | 92.96M | — | 92.96M | — | CO | — | 2024-09-18 | ↗ |
| 6 | KKR Associates Americas XII L.P. | 92.96M | 54.20% | 92.96M | — | 92.96M | — | PN | — | 2024-09-18 | ↗ |
| 7 | KKR Group Co. Inc. | 92.96M | 54.20% | 92.96M | — | 92.96M | — | CO | — | 2024-09-18 | ↗ |
| 8 | KKR Group Holdings Corp. | 92.96M | 54.20% | 92.96M | — | 92.96M | — | CO | — | 2024-09-18 | ↗ |
| 9 | KKR Group Partnership L.P. | 92.96M | 54.20% | 92.96M | — | 92.96M | — | PN | — | 2024-09-18 | ↗ |
| 10 | KKR Management LLP | 92.96M | 54.20% | 92.96M | — | 92.96M | — | PN | — | 2024-09-18 | ↗ |
| 11 | KKR Phoenix Aggregator GP LLC | 92.96M | 54.20% | 92.96M | — | 92.96M | — | OO | — | 2024-09-18 | ↗ |
| 12 | KKR Phoenix Aggregator L.P. | 92.96M | 54.20% | 92.96M | — | 92.96M | — | PN | — | 2024-09-18 | ↗ |
| 13 | Walgreen Boots Alliance, Inc. | 23.24M | 13.40% | — | 23.24M | — | 23.24M | HC, CO | Delaware | 2024-11-14 | ↗ |
| 14 | Abigail P. Johnson | 18.50M | 10.77% | — | — | 18.50M | — | IN | Delaware | 2024-10-07 | ↗ |
| 15 | FMR LLC | 18.50M | 10.77% | 18.50M | — | 18.50M | — | HC | Delaware | 2024-10-07 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
71
-221 vs prev Q
New positions
21
Closed positions
234
Increased
52
Reduced
12
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 130.2K +130.2K (+100.0%) | 4.88B +4.9B (+100.0%) | 0.06% +0.065 pp | 0.79% +0.790 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 2 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | 61.94M -15.2M (-19.7%) | 2.32B +40.8M (+1.8%) | 30.69% +7.221 pp | 37.09% -1.103 pp | USD11.45 +227.1% | 8 qtrs — |
| 3 | FMR LLC | 22.68M -2.3M (-9.3%) | 849.35M +110.2M (+14.9%) | 11.24% +3.625 pp | 0.04% +0.005 pp | USD13.36 +180.3% | 8 qtrs — |
| 4 | BLACKROCK, INC. | 16.99M +9.4M (+123.1%) | 636.14M +411.1M (+182.7%) | 8.42% +6.099 pp | 0.01% +0.007 pp | USD29.49 +27.0% | 6 qtrs — |
| 5 | VANGUARD GROUP INC | 12.53M +2.9M (+30.5%) | 469.39M +185.5M (+65.3%) | 6.21% +3.286 pp | 0.01% +0.003 pp | USD21.31 +75.7% | 8 qtrs — |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | 10.66M +478.4K (+4.7%) | 399.30M +98.3M (+32.6%) | 5.28% +2.183 pp | 0.04% +0.011 pp | USD25.64 +46.1% | 8 qtrs — |
| 7 | INVESCO LTD. | 10.60M +1.2M (+13.4%) | 396.79M +120.5M (+43.6%) | 5.25% +2.404 pp | 0.06% +0.017 pp | USD19.24 +94.6% | 8 qtrs — |
| 8 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.12M +1.1M (+21.7%) | 229.34M +80.6M (+54.2%) | 3.03% +1.502 pp | 0.14% +0.054 pp | USD21.57 +73.6% | 5 qtrs — |
| 9 | ALLIANCEBERNSTEIN L.P. | 4.41M -739.1K (-14.4%) | 165.17M +13.0M (+8.5%) | 2.19% +0.618 pp | 0.05% +0.004 pp | USD12.36 +203.0% | 8 qtrs — |
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.33M -178.5K (-4.0%) | 162.23M +28.9M (+21.7%) | 2.15% +0.773 pp | 0.13% +0.024 pp | USD26.03 +43.9% | 8 qtrs — |
| 11 | STATE STREET CORP | 4.03M +2.0M (+99.5%) | 151.04M +91.3M (+152.7%) | 2.00% +1.383 pp | 0.01% +0.003 pp | USD27.25 +37.4% | 8 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 3.11M +1.0M (+48.4%) | 116.53M +54.6M (+88.1%) | 1.54% +0.903 pp | 0.02% +0.011 pp | USD30.32 +23.5% | 4 qtrs — |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | 3.06M +316.1K (+11.5%) | 114.76M +33.5M (+41.3%) | 1.52% +0.682 pp | 0.39% +0.112 pp | USD25.07 +49.4% | 3 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 2.75M +386.2K (+16.4%) | 102.86M +33.1M (+47.4%) | 1.36% +0.642 pp | 0.01% +0.002 pp | USD20.45 +83.1% | 8 qtrs — |
| 15 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2.48M +278.5K (+12.7%) | 92.82M +27.8M (+42.7%) | 1.23% +0.558 pp | 0.16% +0.038 pp | USD15.12 +147.7% | 8 qtrs — |
| 16 | 8 KNOTS MANAGEMENT, LLC | 2.09M +353.5K (+20.4%) | 78.16M +26.9M (+52.5%) | 1.03% +0.506 pp | 9.00% +3.208 pp | USD30.90 +21.2% | 8 qtrs — |
| 17 | BROWN ADVISORY INC | 1.95M +1.2M (+170.6%) | 73.01M +51.7M (+242.9%) | 0.97% +0.747 pp | 0.10% +0.074 pp | USD34.53 +8.5% | 2 qtrs — |
| 18 | MARSHALL WACE, LLP | 1.69M +418.9K (+33.0%) | 63.19M +25.7M (+68.5%) | 0.84% +0.450 pp | 0.06% +0.020 pp | USD29.76 +25.8% | 4 qtrs — |
| 19 | NUVEEN, LLC | 1.64M -73.2K (-4.3%) | 61.50M +10.8M (+21.3%) | 0.81% +0.292 pp | 0.02% +0.003 pp | USD18.49 +102.5% | 4 qtrs — |
| 20 | VOYA INVESTMENT MANAGEMENT LLC | 1.35M +9.0K (+0.7%) | 50.66M +10.9M (+27.5%) | 0.67% +0.261 pp | 0.05% +0.010 pp | USD27.67 +35.3% | 8 qtrs — |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.33M +237.6K (+21.7%) | 49.98M +17.6M (+54.1%) | 0.66% +0.327 pp | 0.01% +0.003 pp | USD23.34 +60.5% | 8 qtrs — |
| 22 | GOLDMAN SACHS GROUP INC | 1.27M +635.6K (+99.8%) | 47.65M +28.8M (+153.2%) | 0.63% +0.437 pp | 0.01% +0.004 pp | USD27.56 +35.9% | 7 qtrs — |
| 23 | ALTA FOX CAPITAL MANAGEMENT, LLC | 1.24M +777.0K (+168.7%) | 46.34M +32.7M (+240.4%) | 0.61% +0.473 pp | 9.97% +6.936 pp | USD34.51 +8.5% | 2 qtrs — |
| 24 | WOODLINE PARTNERS LP | 1.22M +370.4K (+43.6%) | 45.71M +20.6M (+81.9%) | 0.60% +0.346 pp | 0.18% +0.059 pp | USD27.80 +34.7% | 6 qtrs — |
| 25 | BRAIDWELL LP | 1.20M +1.2M (+100.0%) | 44.78M +44.8M (+100.0%) | 0.59% +0.593 pp | 1.43% +1.432 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 26 | NORTHERN TRUST CORP | 1.04M +202.2K (+24.2%) | 38.89M +14.2M (+57.3%) | 0.51% +0.260 pp | 0.01% +0.002 pp | USD20.85 +79.6% | 8 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 1.03M -12.7K (-1.2%) | 38.62M +7.8M (+25.1%) | 0.51% -0.006 pp | 0.00% +0.001 pp | USD16.34 +129.2% | 8 qtrs — |
| 28 | SEA CLIFF PARTNERS MANAGEMENT, LP | 1.02M -150.1K (-12.8%) | 38.19M +3.6M (+10.4%) | 0.51% +0.149 pp | 16.10% +2.865 pp | USD15.84 +136.4% | 6 qtrs — |
| 29 | MORGAN STANLEY | 1.02M +292.5K (+40.3%) | 38.11M +16.7M (+77.8%) | 0.50% +0.284 pp | 0.00% +0.001 pp | USD21.79 +71.9% | 8 qtrs — |
| 30 | FEDERATED HERMES, INC. | 992.4K +673.2K (+210.9%) | 37.17M +27.7M (+293.9%) | 0.49% +0.395 pp | 0.06% +0.045 pp | USD31.84 +17.6% | 6 qtrs — |
| 31 | RAYMOND JAMES FINANCIAL INC | 961.9K -9.5K (-1.0%) | 36.17M +7.5M (+26.0%) | 0.48% +0.181 pp | 0.01% +0.002 pp | USD17.29 +116.6% | 5 qtrs — |
| 32 | OBERWEIS ASSET MANAGEMENT INC/ | 908.0K +— (+0.0%) | 34.00M +7.2M (+26.7%) | 0.45% +0.174 pp | 1.24% +0.216 pp | USD24.46 +53.1% | 3 qtrs — |
| 33 | IRON TRIANGLE PARTNERS LP | 897.4K -341.1K (-27.5%) | 33.61M -3.0M (-8.2%) | 0.44% +0.068 pp | 3.84% -1.363 pp | USD20.57 +82.1% | 4 qtrs — |
| 34 | MILLENNIUM MANAGEMENT LLC | 868.1K +349.0K (+67.2%) | 32.51M +17.2M (+111.9%) | 0.43% +0.272 pp | 0.01% +0.007 pp | USD27.36 +36.9% | 8 qtrs — |
| 35 | INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 750.0K -400.0K (-34.8%) | 28.09M -5.9M (-17.4%) | 0.37% +0.022 pp | 1.39% -0.905 pp | USD18.76 +99.6% | 6 qtrs — |
| 36 | PRINCIPAL FINANCIAL GROUP INC | 732.9K +602.6K (+462.4%) | 27.45M +23.6M (+612.6%) | 0.36% +0.324 pp | 0.01% +0.012 pp | USD34.99 +7.0% | 3 qtrs — |
| 37 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 696.9K -287.0K (-29.2%) | 26.10M -3.0M (-10.3%) | 0.35% +0.046 pp | 0.18% -0.013 pp | USD11.76 +218.5% | 8 qtrs — |
| 38 | BANK OF NEW YORK MELLON CORP | 659.6K +350.8K (+113.6%) | 24.70M +15.6M (+170.6%) | 0.33% +0.233 pp | 0.00% +0.003 pp | USD28.28 +32.4% | 8 qtrs — |
| 39 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 653.5K +333.4K (+104.1%) | 24.47M +15.0M (+158.6%) | 0.32% +0.226 pp | 0.01% +0.008 pp | USD31.16 +20.2% | 7 qtrs — |
| 40 | UBS GROUP AG | 644.5K -20.3K (-3.0%) | 24.14M +4.5M (+22.8%) | 0.32% +0.117 pp | 0.00% +0.001 pp | USD20.99 +78.4% | 8 qtrs — |
| 41 | TD ASSET MANAGEMENT INC | 640.4K +165.4K (+34.8%) | 23.98M +9.9M (+70.8%) | 0.32% +0.173 pp | 0.02% +0.008 pp | USD21.72 +72.4% | 7 qtrs — |
| 42 | VICTORY CAPITAL MANAGEMENT INC | 628.3K -98.6K (-13.6%) | 23.53M +2.0M (+9.5%) | 0.31% +0.090 pp | 0.01% +0.001 pp | USD27.80 +34.7% | 4 qtrs — |
| 43 | MAN GROUP PLC | 584.4K +207.2K (+54.9%) | 21.89M +10.7M (+96.3%) | 0.29% +0.175 pp | 0.04% +0.018 pp | USD32.36 +15.7% | 2 qtrs — |
| 44 | HENNESSY ADVISORS INC | 505.3K -32.8K (-6.1%) | 18.92M +3.0M (+19.0%) | 0.25% +0.087 pp | 0.67% +0.122 pp | USD23.59 +58.8% | 3 qtrs — |
| 45 | WALLEYE CAPITAL LLC | 504.9K +313.8K (+164.2%) | 18.91M +13.3M (+234.8%) | 0.25% +0.192 pp | 0.06% +0.037 pp | USD33.82 +10.7% | 8 qtrs — |
| 46 | ORBIMED ADVISORS LLC | 488.5K +224.7K (+85.2%) | 18.29M +10.5M (+134.6%) | 0.24% +0.162 pp | 0.37% +0.191 pp | USD33.19 +12.8% | 2 qtrs — |
| 47 | FIRST TRUST ADVISORS LP | 481.4K +2.5K (+0.5%) | 18.03M +3.9M (+27.4%) | 0.24% +0.093 pp | 0.01% +0.003 pp | USD22.86 +63.8% | 5 qtrs — |
| 48 | LOOMIS SAYLES & CO L P | 443.3K +443.3K (+100.0%) | 16.60M +16.6M (+100.0%) | 0.22% +0.220 pp | 0.02% +0.020 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 49 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 393.2K +393.2K (+100.0%) | 14.73M +14.7M (+100.0%) | 0.19% +0.195 pp | 0.05% +0.049 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 50 | PRUDENTIAL FINANCIAL INC | 388.6K +377.0K (+3,267.2%) | 14.55M +14.2M (+4,165.9%) | 0.19% +0.189 pp | 0.02% +0.017 pp | USD37.04 +1.1% | 3 qtrs — |
| 51 | ARDSLEY ADVISORY PARTNERS LP | 350.0K -100.0K (-22.2%) | 13.11M -194.5K (-1.5%) | 0.17% +0.036 pp | 1.44% -0.206 pp | USD27.57 +35.8% | 3 qtrs — |
| 52 | CAPTION MANAGEMENT, LLC | 340.0K +340.0K (+100.0%) | 12.73M +12.7M (+100.0%) | 0.17% +0.169 pp | 0.09% +0.087 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 53 | AMERIPRISE FINANCIAL INC | 324.1K +240.7K (+288.5%) | 12.14M +9.7M (+392.1%) | 0.16% +0.135 pp | 0.00% +0.002 pp | USD35.42 +5.7% | 2 qtrs — |
| 54 | SIO CAPITAL MANAGEMENT, LLC | 308.0K +308.0K (+100.0%) | 11.53M +11.5M (+100.0%) | 0.15% +0.153 pp | 1.81% +1.814 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 55 | HBK INVESTMENTS L P | 300.0K +50.0K (+20.0%) | 11.24M +3.8M (+52.0%) | 0.15% +0.073 pp | 0.09% +0.007 pp | USD16.75 +123.6% | 8 qtrs — |
| 56 | SEVEN GRAND MANAGERS, LLC | 300.0K +300.0K (+100.0%) | 11.24M +11.2M (+100.0%) | 0.15% +0.149 pp | 0.86% +0.856 pp | USD37.45 +0.0% | 8 qtrs — |
| 57 | PARK WEST ASSET MANAGEMENT LLC | 294.1K -159.0K (-35.1%) | 11.01M -2.4M (-17.8%) | 0.15% +0.008 pp | 0.91% -0.214 pp | USD23.59 +58.8% | 3 qtrs — |
| 58 | CITIGROUP INC | 293.4K +103.0K (+54.1%) | 10.99M +5.4M (+95.3%) | 0.15% +0.087 pp | 0.00% +0.002 pp | USD26.80 +39.7% | 8 qtrs — |
| 59 | RHUMBLINE ADVISERS | 283.4K +150.9K (+113.8%) | 10.61M +6.7M (+170.9%) | 0.14% +0.100 pp | 0.01% +0.005 pp | USD27.82 +34.6% | 8 qtrs — |
| 60 | POINT72 ASSET MANAGEMENT, L.P. | 275.4K -179.1K (-39.4%) | 10.31M -3.1M (-23.2%) | 0.14% -0.002 pp | 0.01% -0.011 pp | USD18.09 +107.0% | 4 qtrs — |
| 61 | LEGAL & GENERAL GROUP PLC | 267.9K +165.2K (+160.9%) | 10.03M +7.0M (+230.5%) | 0.13% +0.102 pp | 0.00% +0.002 pp | USD29.86 +25.4% | 8 qtrs — |
| 62 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 255.9K +224.0K (+701.8%) | 9.83M +8.9M (+931.9%) | 0.13% +0.117 pp | 0.02% +0.014 pp | USD35.72 +4.8% | 3 qtrs — |
| 63 | OAK RIDGE INVESTMENTS LLC | 252.7K +252.7K (+100.0%) | 9.46M +9.5M (+100.0%) | 0.13% +0.125 pp | 0.57% +0.574 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 64 | WELLS FARGO & COMPANY/MN | 205.9K +87.8K (+74.4%) | 7.71M +4.2M (+121.0%) | 0.10% +0.066 pp | 0.00% +0.001 pp | USD28.33 +32.2% | 8 qtrs — |
| 65 | UBS ASSET MANAGEMENT AMERICAS INC | 201.5K +17.2K (+9.3%) | 7.55M +2.1M (+38.5%) | 0.10% +0.044 pp | 0.00% +0.000 pp | USD18.68 +100.5% | 7 qtrs — |
| 66 | ALYESKA INVESTMENT GROUP, L.P. | 200.0K -1.8M (-89.9%) | 7.49M -51.2M (-87.2%) | 0.10% -0.505 pp | 0.02% -0.156 pp | USD24.54 +52.6% | 3 qtrs — |
| 67 | TREXQUANT INVESTMENT LP | 199.8K +199.8K (+100.0%) | 7.48M +7.5M (+100.0%) | 0.10% +0.099 pp | 0.07% +0.067 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 68 | SEI INVESTMENTS CO | 199.2K +126.0K (+172.1%) | 7.46M +5.3M (+244.7%) | 0.10% +0.076 pp | 0.01% +0.005 pp | USD31.95 +17.2% | 4 qtrs — |
| 69 | BARCLAYS PLC | 198.5K -195.2K (-49.6%) | 7.43M +1.7M (+28.6%) | 0.10% -0.097 pp | 0.00% +0.000 pp | USD24.11 +55.3% | 8 qtrs — |
| 70 | RHENMAN & PARTNERS ASSET MANAGEMENT AB | 198.0K +138.0K (+230.0%) | 7.42M +5.6M (+318.1%) | 0.10% +0.080 pp | 0.69% +0.497 pp | USD35.06 +6.8% | 2 qtrs — |
| 71 | SQUAREPOINT OPS LLC | 193.4K +67.4K (+53.5%) | 7.24M +3.5M (+94.4%) | 0.10% +0.058 pp | 0.01% +0.004 pp | USD28.42 +31.8% | 6 qtrs — |
| 72 | SWISS NATIONAL BANK | 192.1K +4.1K (+2.2%) | 7.19M +1.6M (+29.5%) | 0.10% +0.038 pp | 0.00% +0.001 pp | USD18.16 +106.2% | 7 qtrs — |
| 73 | JPMORGAN CHASE & CO | 183.7K -115.1K (-38.5%) | 6.88M -2.0M (-22.1%) | 0.09% -0.057 pp | 0.00% 0.000 pp | USD19.39 +93.1% | 8 qtrs — |
| 74 | SG AMERICAS SECURITIES, LLC | 183.1K +169.3K (+1,221.9%) | 6.86M +6.4M (+1,576.5%) | 0.09% +0.087 pp | 0.01% +0.007 pp | USD36.04 +3.9% | 6 qtrs — |
| 75 | EAM INVESTORS, LLC | 179.8K -3.5K (-1.9%) | 6.73M +1.4M (+26.3%) | 0.09% +0.033 pp | 0.75% +0.139 pp | USD29.56 +26.7% | 4 qtrs — |
| 76 | TWO SIGMA INVESTMENTS, LP | 161.3K -187.1K (-53.7%) | 6.04M -4.3M (-41.4%) | 0.08% -0.026 pp | 0.01% -0.007 pp | USD21.58 +73.5% | 6 qtrs — |
| 77 | QUBE RESEARCH & TECHNOLOGIES LTD | 160.9K -338.0K (-67.7%) | 6.03M -8.7M (-59.1%) | 0.08% -0.072 pp | 0.01% -0.009 pp | USD23.34 +60.5% | 4 qtrs — |
| 78 | CASTLEARK MANAGEMENT LLC | 158.6K +158.6K (+100.0%) | 5.94M +5.9M (+100.0%) | 0.08% +0.079 pp | 0.17% +0.174 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 79 | STATE OF WISCONSIN INVESTMENT BOARD | 154.1K +73.2K (+90.6%) | 5.77M +3.4M (+141.4%) | 0.08% +0.052 pp | 0.01% +0.007 pp | USD29.09 +28.7% | 7 qtrs — |
| 80 | LISANTI CAPITAL GROWTH, LLC | 152.2K +85.9K (+129.7%) | 5.70M +3.7M (+191.0%) | 0.08% +0.055 pp | 1.35% +0.871 pp | USD34.01 +10.1% | 6 qtrs — |
| 81 | CITADEL ADVISORS LLC | 147.9K -106.0K (-41.8%) | 5.54M -2.0M (-26.2%) | 0.07% -0.004 pp | 0.00% 0.000 pp | USD22.18 +68.8% | 8 qtrs — |
| 82 | ROYCE & ASSOCIATES LP | 147.5K -35.0K (-19.2%) | 5.53M +129.5K (+2.4%) | 0.07% +0.018 pp | 0.06% +0.002 pp | USD23.60 +58.7% | 4 qtrs — |
| 83 | BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 144.0K +144.0K (+100.0%) | 5.39M +5.4M (+100.0%) | 0.07% +0.071 pp | 0.05% +0.048 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 84 | ALGERT GLOBAL LLC | 130.7K +79.4K (+154.9%) | 4.90M +3.4M (+222.9%) | 0.06% +0.049 pp | 0.08% +0.051 pp | USD33.23 +12.7% | 3 qtrs — |
| 85 | HIGHTOWER ADVISORS, LLC | 124.4K +1.7K (+1.4%) | 4.66M +1.0M (+28.5%) | 0.06% +0.024 pp | 0.01% +0.001 pp | USD29.67 +26.2% | 2 qtrs — |
| 86 | SEGALL BRYANT & HAMILL, LLC | 121.3K -4.5K (-3.6%) | 4.54M +824.0K (+22.2%) | 0.06% +0.022 pp | 0.06% +0.012 pp | USD25.62 +46.2% | 3 qtrs — |
| 87 | PFM HEALTH SCIENCES, LP | 118.5K +118.5K (+100.0%) | 4.44M +4.4M (+100.0%) | 0.06% +0.059 pp | 0.44% +0.443 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 88 | D. E. SHAW & CO., INC. | 116.9K +64.1K (+121.4%) | 4.38M +2.8M (+180.5%) | 0.06% +0.042 pp | 0.00% +0.002 pp | USD30.14 +24.3% | 5 qtrs — |
| 89 | COLONY GROUP, LLC | 111.8K -1.0K (-0.9%) | 4.19M +852.9K (+25.6%) | 0.06% +0.021 pp | 0.00% -0.001 pp | USD29.56 +26.7% | 2 qtrs — |
| 90 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 101.1K +78.3K (+343.4%) | 3.79M +3.1M (+461.8%) | 0.05% +0.043 pp | 0.00% +0.000 pp | USD33.94 +10.3% | 4 qtrs — |
| 91 | CAPRICORN FUND MANAGERS LTD | 100.0K +100.0K (+100.0%) | 3.75M +3.7M (+100.0%) | 0.05% +0.050 pp | 0.90% +0.903 pp | USD37.45 +0.0% | 1 qtrs NEW |
| 92 | VERITION FUND MANAGEMENT LLC | 97.4K -85.9K (-46.9%) | 3.65M -1.8M (-32.7%) | 0.05% -0.008 pp | 0.01% -0.008 pp | USD23.66 +58.3% | 8 qtrs — |
| 93 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 95.4K +68.0K (+248.3%) | 3.57M +2.8M (+341.3%) | 0.05% +0.039 pp | 0.03% +0.020 pp | USD32.26 +16.1% | 4 qtrs — |
| 94 | HOLOCENE ADVISORS, LP | 95.3K +95.3K (+100.0%) | 3.57M +3.6M (+100.0%) | 0.05% +0.047 pp | 0.01% +0.008 pp | USD37.45 +0.0% | 4 qtrs — |
| 95 | COMERICA BANK | 95.2K +46.8K (+96.4%) | 3.57M +2.1M (+148.9%) | 0.05% +0.032 pp | 0.01% +0.009 pp | USD30.39 +23.2% | 8 qtrs — |
| 96 | PERSISTENT ASSET PARTNERS LTD | 93.9K +17.8K (+23.5%) | 3.52M +1.3M (+56.4%) | 0.05% +0.009 pp | 1.58% +0.034 pp | USD31.06 +20.6% | 5 qtrs — |
| 97 | DEUTSCHE BANK AG\ | 93.2K -187.4K (-66.8%) | 3.49M -4.8M (-57.9%) | 0.05% -0.039 pp | 0.00% -0.002 pp | USD24.74 +51.4% | 8 qtrs — |
| 98 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 92.6K +1.6K (+1.7%) | 3.47M +777.3K (+28.9%) | 0.05% +0.018 pp | 0.00% +0.001 pp | USD17.23 +117.4% | 8 qtrs — |
| 99 | BELLEVUE GROUP AG | 92.1K -98.4K (-51.7%) | 3.45M -2.2M (-38.8%) | 0.05% -0.012 pp | 0.07% -0.052 pp | USD17.33 +116.1% | 5 qtrs — |
| 100 | COUNTERPOINT MUTUAL FUNDS LLC | 89.9K +89.9K (+100.0%) | 3.37M +3.4M (+100.0%) | 0.04% +0.045 pp | 0.25% +0.249 pp | USD37.45 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.07
Bearish
Buys
20
Sells
20
Shares acquired
2.70M
Shares disposed
41.55M
Cash buys
—
Cash sales
5.00
Net activity
-38,847,395
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-25 | ROUSSEAU JON B | Director / Officer | F-InKind | D | Common Stock | 16,222 | 48.16 | 781.3K | 1,194,503 | D | ↗ |
| 2026-03-30 | Barnes Robert Allen | Officer | F-InKind | D | Common Stock | 6,748 | 41.54 | 280.3K | 25,549 | D | ↗ |
| 2026-03-20 | ROUSSEAU JON B | Director / Officer | G-Gift | D | Stock Options (Right to Buy) | 180,753 | 22.29 | 4.03M | 447,355 | D | ↗ |
| 2026-03-05 | ROUSSEAU JON B | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 458,008 | 41.77 | 19.13M | 458,008 | D | ↗ |
| 2026-03-05 | Phipps Jennifer A | Officer | A-Award | A | Stock Options (Right to Buy) | 130,860 | 41.77 | 5.47M | 130,860 | D | ↗ |
| 2026-03-05 | Nalley Lisa A | Officer | A-Award | A | Stock Options (Right to Buy) | 52,344 | 41.77 | 2.19M | 52,344 | D | ↗ |
| 2026-03-05 | Greenwell Scott A. | Officer | A-Award | A | Common Stock | 20,020 | 0.00 | — | 36,859 | D | ↗ |
| 2026-03-04 | ROUSSEAU JON B | Director / Officer | M-Exempt | A | Common Stock | 220,000 | 6.37 | 1.40M | 1,243,880 | D | ↗ |
| 2026-03-04 | Phipps Jennifer A | Officer | S-Sale | D | Common Stock | 35,000 | 41.15 | 1.44M | 196,840 | D | ↗ |
| 2026-03-04 | Nalley Lisa A | Officer | A-Award | A | Stock Options (Right to Buy) | 3,925 | 7.01 | 27.5K | 15,702 | D | ↗ |
| 2026-03-04 | KKR Phoenix Aggregator L.P. | 10% Owner | S-Sale | D | Common Stock | 19,715,000 | 40.96 | 807.55M | 42,227,032 | I | ↗ |
| 2026-03-04 | KKR Group Partnership L.P. | 10% Owner | G-Gift | D | Common Stock | 31,918 | 0.00 | — | 0 | I | ↗ |
| 2026-03-03 | Barnes Robert Allen | Officer | A-Award | A | Stock Options (Right to Buy) | 35,331 | 6.37 | 225.1K | 113,718 | D | ↗ |
| 2026-01-25 | ROUSSEAU JON B | Director / Officer | F-InKind | D | Common Stock | 49,304 | 39.64 | 1.95M | 1,023,880 | D | ↗ |
| 2026-01-25 | Phipps Jennifer A | Officer | F-InKind | D | Common Stock | 33,190 | 39.64 | 1.32M | 196,840 | D | ↗ |
| 2026-01-25 | Nalley Lisa A | Officer | F-InKind | D | Common Stock | 20,556 | 39.64 | 814.8K | 110,594 | D | ↗ |
| 2026-01-25 | Barnes Robert Allen | Officer | F-InKind | D | Common Stock | 6,972 | 39.64 | 276.4K | 32,297 | D | ↗ |
| 2025-11-05 | Miller Steven B | Director | F-InKind | D | Common Stock | 4,497 | 32.68 | 147.0K | 18,123 | D | ↗ |
| 2025-10-25 | ROUSSEAU JON B | Director / Officer | F-InKind | D | Common Stock | 58,746 | 33.53 | 1.97M | 1,073,184 | D | ↗ |
| 2025-10-22 | ROUSSEAU JON B | Director / Officer | M-Exempt | A | Common Stock | 235,000 | 6.37 | 1.50M | 1,366,930 | D | ↗ |
| 2025-10-22 | Nalley Lisa A | Officer | S-Sale | D | Common Stock | 20,000 | 28.78 | 575.6K | 131,150 | D | ↗ |
| 2025-10-22 | KKR Phoenix Aggregator L.P. | 10% Owner | S-Sale | D | Common Stock | 14,745,000 | 28.78 | 424.39M | 62,351,337 | I | ↗ |
| 2025-10-22 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 14,745,000 | 28.78 | 424.39M | 62,351,337 | I | ↗ |
| 2025-07-25 | ROUSSEAU JON B | Director / Officer | F-InKind | A | Common Stock | 52,203 | 20.53 | 1.07M | 1,131,930 | D | ↗ |
| 2025-06-24 | KKR Phoenix Aggregator L.P. | 10% Owner | S-Sale | D | Common Stock | 2,100,000 | 21.15 | 44.42M | 77,096,337 | I | ↗ |
| 2025-06-24 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 2,100,000 | 21.15 | 44.42M | 77,096,337 | I | ↗ |
| 2025-06-20 | Greenwell Scott A. | Officer | A-Award | A | Stock Options (Right to Buy) | 35,920 | 22.27 | 799.9K | 35,920 | D | ↗ |
| 2025-06-16 | Greenwell Scott A. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-12 | ROUSSEAU JON B | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 531,840 | 6.37 | 3.39M | 795,241 | D | ↗ |
| 2025-06-12 | Phipps Jennifer A | Officer | M-Exempt | A | Common Stock | 15,616 | 6.37 | 99.5K | 245,646 | D | ↗ |
| 2025-06-12 | Nalley Lisa A | Officer | M-Exempt | A | Common Stock | 14,415 | 6.37 | 91.8K | 145,565 | D | ↗ |
| 2025-06-12 | McMaude Michael A | Officer | S-Sale | D | Common Stock | 119,298 | 21.75 | 2.59M | 207,590 | D | ↗ |
| 2025-06-12 | KKR Phoenix Aggregator L.P. | 10% Owner | G-Gift | D | Common Stock | 51,364 | 0.00 | — | 0 | I | ↗ |
| 2025-06-12 | KKR Group Partnership L.P. | 10% Owner | G-Gift | D | Common Stock | 51,364 | 0.00 | — | 0 | I | ↗ |
| 2025-06-12 | Barnes Robert Allen | Officer | M-Exempt | D | Stock Options (Right to Buy) | 27,606 | 6.37 | 175.9K | 78,387 | D | ↗ |
| 2025-05-05 | Wicks Timothy A | Director | A-Award | A | Common Stock | 11,912 | 0.00 | — | 20,521 | D | ↗ |
| 2025-05-05 | Miller Steven B | Director | A-Award | A | Common Stock | 11,912 | 0.00 | — | 22,620 | D | ↗ |
| 2025-05-05 | KIRTLEY OLIVIA F | Director | A-Award | A | Common Stock | 11,912 | 0.00 | — | 32,014 | D | ↗ |
| 2025-05-03 | Wicks Timothy A | Director | F-InKind | D | Common Stock | 7,044 | 20.87 | 147.0K | 8,609 | D | ↗ |
| 2025-04-25 | ROUSSEAU JON B | Director / Officer | F-InKind | D | Common Stock | 48,887 | 16.55 | 809.1K | 1,184,133 | D | ↗ |
| 2025-03-17 | Yowler Jennifer | Officer | A-Award | A | Common Stock | 23,029 | 0.00 | — | 75,401 | D | ↗ |
| 2025-03-17 | ROUSSEAU JON B | Director / Officer | A-Award | A | Common Stock | 345,424 | 0.00 | — | 1,233,020 | D | ↗ |
| 2025-03-17 | Phipps Jennifer A | Officer | A-Award | A | Common Stock | 86,356 | 0.00 | — | 230,030 | D | ↗ |
| 2025-03-17 | Nalley Lisa A | Officer | A-Award | A | Common Stock | 46,057 | 0.00 | — | 131,150 | D | ↗ |
| 2025-02-18 | Walgreens Boots Alliance, Inc. | 10% Owner | S-Sale | D | Common Stock | 12,000,000 | 21.16 | 253.92M | 11,239,996 | I | ↗ |
| 2025-01-25 | Yowler Jennifer | Officer | F-InKind | D | Common Stock | 8,508 | 22.82 | 194.2K | 52,372 | D | ↗ |
| 2025-01-25 | ROUSSEAU JON B | Director / Officer | F-InKind | D | Common Stock | 44,362 | 22.82 | 1.01M | 887,596 | D | ↗ |
| 2025-01-25 | Phipps Jennifer A | Officer | F-InKind | D | Common Stock | 21,944 | 22.82 | 500.8K | 143,674 | D | ↗ |
| 2025-01-25 | Nalley Lisa A | Officer | F-InKind | D | Common Stock | 14,501 | 22.82 | 330.9K | 85,093 | D | ↗ |
| 2025-01-25 | McMaude Michael A | Officer | F-InKind | D | Common Stock | 7,202 | 22.82 | 164.3K | 326,888 | D | ↗ |
| 2025-01-25 | Mattingly James F Jr | Officer | F-InKind | D | Common Stock | 12,115 | 22.82 | 276.5K | 122,665 | D | ↗ |
| 2025-01-25 | Barnes Robert Allen | Officer | F-InKind | D | Common Stock | 7,351 | 22.82 | 167.7K | 42,393 | D | ↗ |
| 2024-11-05 | Miller Steven B | Director | A-Award | A | Common Stock | 10,708 | 0.00 | — | 10,708 | D | ↗ |
| 2024-10-25 | ROUSSEAU JON B | Director / Officer | F-InKind | D | Common Stock | 36,740 | 15.50 | 569.5K | 931,958 | D | ↗ |
| 2024-09-27 | Miller Steven B | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-11 | Walgreens Boots Alliance, Inc. | 10% Owner | S-Sale | D | Common Stock | 11,619,998 | 129,330,577.74 | 1,502.82T | 23,239,996 | — | ↗ |
| 2024-09-11 | KKR Phoenix Aggregator L.P. | 10% Owner | P-Purchase | A | Common Stock | 11,619,998 | 11.13 | 129.33M | 92,959,984 | — | ↗ |
| 2024-09-11 | KKR Group Partnership L.P. | 10% Owner | P-Purchase | A | Common Stock | 11,619,998 | 11.13 | 129.33M | 92,959,984 | — | ↗ |
| 2024-01-26 | Walgreens Boots Alliance, Inc. | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 34,859,994 | — | ↗ |
| 2024-01-26 | KKR Group Partnership L.P. | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 81,339,986 | — | ↗ |
| 2024-01-26 | KIRTLEY OLIVIA F | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
11.0K
Shares Outstanding
193.17M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jon Rousseau President and Chief Executive Officer | 1.32M | — | 6.00M | 6.00M | 3.89M | 631.0K | 17.84M | 67.26% | ↗ |
| 2 | 2025 | Jennifer Phipps Executive Vice President and Chief Financial Officer | 469.3K | — | 1.50M | 1.50M | 927.1K | 47.7K | 4.44M | 67.51% | ↗ |
| 3 | 2025 | Lisa Nalley Chief of Staff and Senior Vice President, Human Resource | 349.7K | — | 800.0K | 800.0K | 445.0K | 1.6K | 2.40M | 66.77% | ↗ |
| 4 | 2025 | Scott Greenwell Executive Vice President and President, PharMerica | 249.0K | 274.0K | 375.0K | 375.0K | 163.0K | 738.00 | 1.44M | 52.20% | ↗ |
| 5 | 2025 | Jennifer Yowler Former President, PharMerica and Senior Vice President, Sales and Account Management | 440.0K | 5.0K | 400.0K | 400.0K | 104.8K | 1.8K | 1.35M | 59.19% | ↗ |
| 6 | 2025 | Bob Barnes President, Community Living | 450.0K | 187.5K | — | — | 430.7K | 1.8K | 1.07M | 0.00% | ↗ |
| 7 | 2025 | Jim Mattingly Former Executive Vice President and Chief Financial Officer | 106.2K | — | — | — | — | 437.3K | 543.5K | 0.00% | ↗ |
| 8 | 2024 | Jon Rousseau President and Chief Executive Officer | 1.00M | — | 12.58M | 2.25M | 1.61M | 235.6K | 17.67M | 83.92% | ↗ |
| 9 | 2024 | Jim Mattingly Former Executive Vice President and Chief Financial Officer | 424.6K | 177.2K | 1.00M | 196.9K | 545.4K | 2.2K | 2.35M | 51.08% | ↗ |
| 10 | 2024 | Jim Mattingly Executive Vice President and Chief Financial Officer | 424.6K | 177.2K | 1.00M | 196.9K | 545.4K | 2.2K | 2.35M | 51.08% | ↗ |
| 11 | 2024 | Lisa Nalley Chief of Staff and Senior Vice President, Human Resource | 324.5K | 210.0K | 1.25M | 246.1K | 250.1K | 2.0K | 2.29M | 65.60% | ↗ |
| 12 | 2024 | Bob Barnes President, Community Living | 450.0K | 225.0K | 606.1K | 118.9K | 365.8K | 2.2K | 1.77M | 41.01% | ↗ |
| 13 | 2024 | Steven Reed Former Chief Legal Officer and Corporate Secretary | 336.6K | — | 710.6K | 139.5K | — | 454.0K | 1.64M | 51.81% | ↗ |
| 14 | 2024 | Mike McMaude President, Hospice Services | 472.5K | 100.0K | 668.7K | 131.3K | 170.5K | 2.3K | 1.55M | 51.77% | ↗ |
| 15 | 2023 | Jon Rousseau President and Chief Executive Officer | 926.0K | — | — | 5.95M | 1.42M | 10.05M | 18.35M | 32.42% | ↗ |
| 16 | 2023 | Jim Mattingly Executive Vice President and Chief Financial Officer | 424.6K | — | — | — | 482.2K | 2.2K | 909.0K | 0.00% | ↗ |
| 17 | 2023 | Jim Mattingly Former Executive Vice President and Chief Financial Officer | 424.6K | — | — | — | 482.2K | 2.2K | 909.0K | 0.00% | ↗ |
| 18 | 2023 | Steven Reed Former Chief Legal Officer and Corporate Secretary | 362.0K | — | — | — | 397.5K | 2.1K | 761.7K | 0.00% | ↗ |
| 19 | 2023 | Bob Barnes President, Community Living | 420.0K | — | — | — | 322.5K | 2.2K | 744.7K | 0.00% | ↗ |
| 20 | 2022 | Jon Rousseau President and Chief Executive Officer | 800.0K | 132.7K | — | — | 627.3K | 2.6K | 1.56M | 0.00% | ↗ |
| 21 | 2022 | Jim Mattingly Executive Vice President and Chief Financial Officer | 418.7K | 69.4K | — | — | 328.3K | 2.2K | 818.6K | 0.00% | ↗ |
| 22 | 2022 | Steven Reed Former Chief Legal Officer and Corporate Secretary | 357.6K | 80.8K | — | — | 258.9K | 2.1K | 699.3K | 0.00% | ↗ |
| 23 | 2022 | Bob Barnes President, Community Living | 415.8K | — | — | — | 276.9K | 2.2K | 694.9K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jon Rousseau | Chairman, President & Chief Executive Officer | 6M | male |
| Jennifer A. Phipps | CFO, Executive VP & Corporate Secretary | 1M | female |
| Robert Barnes | President of Community Living | 1M | male |
| Scott Greenwell | Executive VP & President of PharMerica | 864.6K | male |
| Lisa Nalley | Chief of Staff & Senior Vice President of Human Resources | 796.3K | female |
| Mike McMaude | Consultant | 745.3K | male |
| Jennifer Yowler | Senior Vice President of Sales & Account Management | 551.5K | female |
| William Mills | Senior Vice President of Medical Affairs | — | — |
| Rachael Kurzer Givens | Chief Compliance Officer | — | female |
| Daryn Demeritt | Senior Vice President of Government Relations | — | male |
ESG Rating
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
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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Community Opinion for BTSG
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
