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CAVA Group, Inc. (CAVA)
USD73.50
+3.53 (+5.04%)
US NYSE Consumer Cyclical Restaurants
Address
14 Ridge Square NW 20016
Washington, DC, US
Washington, DC, US
CEO
Brett Schulman
Website
cava.com
IPO
2023-06-16
CIK 1639438 ISIN US1489291021
Description
CAVA Group, Inc. is a company that oversees and runs a chain of Mediterranean restaurants. Their culinary offerings encompass a range of salads, savory dips, spreads, various toppings, and distinctive dressings. Beyond its dining establishments, the company distributes its products through whole food markets and other grocery retailers. Customers also have the option to utilize online food ordering services for convenience. Founded in 2006, CAVA Group, Inc. maintains its primary business operations in Washington, D.C.
News Sentiment (7d)
Based on only 2 articles — low confidence
- Investors Heavily Search CAVA Group, Inc. (CAVA): Here is What You Need to Know Zacks Investment Research
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
USD73.50
+3.53 (+5.04%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.71
Float Shares
104.58M
Free Float %
89.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.94% | +6.60% | -17.42% | +14.71% | +84.49% | +37.03% | -10.02% | +83.69% | +83.69% | +83.69% | +83.69% |
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 (24 ratings, all time)
Buy
Price Targets & DCF
Current price
73.50
Low
64.00
-12.9%
Consensus
89.82
+22.2%
Median
93.00
+26.5%
High
106.00
+44.2%
Ratings Trend (MoM)
55% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 13 | 0 |
| Hold | 12 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 11 |
94.82
+29.0%
|
| Last Quarter | 17 |
95.53
+30.0%
|
| Last Year | 49 |
85.78
+16.7%
|
| All Time | 73 |
93.22
+26.8%
|
Quality scores
Altman Z-Score
10.29
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Restaurants: +7.4%+22.4% ★ Q2'26: +32.1% (vs Q2'25)
-
EPS growth Restaurants: +14.8%-50.9% Q2'26: -9.1% (vs Q2'25)
-
FCF margin FCF growth · Restaurants: +21.6%+7.2% Q2'26: +0.7% (vs Q2'25)
-
EBIT margin Restaurants: +6.1%+6.0% Q2'26: +7.9% (vs Q2'25)
-
ROIC Restaurants: +6.2%+7.5% ★ Q2'26: +10.7% (vs Q2'25)
-
Share dilution Restaurants: +0.0%-0.2% ★ Q2'26: -0.1% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×3.23× ★ Q2'26: 2.07× (vs Q2'25)
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 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 20 Rev. Ana. 19 EPS Ana. |
Dec 2027 20 Rev. Ana. 20 EPS Ana. |
Dec 2028 10 Rev. Ana. 9 EPS Ana. |
Dec 2029 8 Rev. Ana. 7 EPS Ana. |
Dec 2030 8 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
564.12M
est: 645.17M (-12.6%)
|
728.70M
est: 784.62M (-7.1%)
|
963.71M
est: 960.86M (+0.3%)
|
1.18B
est: 1.17B (+0.6%)
|
1.47B
1.46B – 1.49B
+25.3% YoY
|
1.77B
1.42B – 1.82B
+20.6% YoY
|
2.16B
2.15B – 2.17B
+21.8% YoY
|
2.49B
2.29B – 2.57B
+15.3% YoY
|
2.92B
2.68B – 3.02B
+17.4% YoY
|
| EBITDA |
27.95M
est: 49.64M (-43.7%)
|
78.86M
est: 67.51M (+16.8%)
|
121.31M
est: 82.68M (+46.7%)
|
144.46M
est: 100.92M (+43.1%)
|
126.47M
125.61M – 128.21M
+25.3% YoY
|
152.53M
122.55M – 156.94M
+20.6% YoY
|
185.79M
185.00M – 186.59M
+21.8% YoY
|
214.16M
196.64M – 221.41M
+15.3% YoY
|
251.31M
230.76M – 259.82M
+17.4% YoY
|
| EBIT |
-14.78M
est: 2.46M (-700.7%)
|
31.42M
est: 11.81M (+166.0%)
|
60.95M
est: 14.46M (+321.4%)
|
70.80M
est: 17.66M (+301.0%)
|
22.13M
21.98M – 22.43M
+25.3% YoY
|
26.69M
21.44M – 27.46M
+20.6% YoY
|
32.50M
32.37M – 32.64M
+21.8% YoY
|
37.47M
34.40M – 38.74M
+15.3% YoY
|
43.97M
40.37M – 45.46M
+17.4% YoY
|
| Net Income |
-58.99M
est: -493.16M (+88.0%)
|
13.28M
est: 37.80M (-64.9%)
|
130.32M
est: 60.04M (+117.0%)
|
63.74M
est: 61.62M (+3.4%)
|
63.56M
60.91M – 68.22M
+3.2% YoY
|
87.39M
76.01M – 103.88M
+37.5% YoY
|
125.61M
117.21M – 144.11M
+43.7% YoY
|
156.90M
140.21M – 163.80M
+24.9% YoY
|
203.38M
181.76M – 212.34M
+29.6% YoY
|
| SGA |
70.04M
est: 83.55M (-16.2%)
|
101.49M
est: 99.58M (+1.9%)
|
120.50M
est: 121.94M (-1.2%)
|
137.46M
est: 148.86M (-7.7%)
|
186.54M
185.26M – 189.10M
+25.3% YoY
|
224.97M
180.76M – 231.47M
+20.6% YoY
|
274.03M
272.86M – 275.21M
+21.8% YoY
|
315.87M
290.03M – 326.56M
+15.3% YoY
|
370.67M
340.35M – 383.22M
+17.4% YoY
|
| EPS |
-44.42
est: -4.16 (-968.7%)
|
0.22
est: 0.33 (-33.7%)
|
1.14
est: 0.50 (+126.3%)
|
0.55
est: 0.53 (+4.3%)
|
0.54
0.52 – 0.58
+1.8% YoY
|
0.74
0.64 – 0.88
+38.0% YoY
|
1.07
0.99 – 1.22
+44.4% YoY
|
1.33
1.19 – 1.39
+24.3% YoY
|
1.72
1.54 – 1.80
+29.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-20 | RBC Capital | Outperform | Outperform | Maintain |
| 2026-05-14 | Telsey Advisory Group | Outperform | Outperform | Maintain |
| 2026-05-12 | UBS | Neutral | Neutral | Maintain |
| 2026-05-04 | Citigroup | Neutral | Neutral | Maintain |
| 2026-05-01 | RBC Capital | Outperform | Outperform | Maintain |
| 2026-04-24 | JP Morgan | Overweight | Overweight | Maintain |
| 2026-04-21 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| 2026-04-20 | Benchmark | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-20 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-19 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-18 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-15 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-14 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-13 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-12 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-11 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-07 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
183.79M
OE per share TTM
1.55
Owner's Yield
1.96%
Maintenance CapEx ratio
54.71%
Maint CapEx / Avg PPE
73.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
418
Total invested
6.26B
Insider transactions (90d)
1
Beneficial owners (>5%)
11
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Artal Group S.A. | 32.01M | 28.20% | 32.01M | — | 32.01M | — | OO | Luxembourg | 2024-02-09 | ↗ |
| 2 | Artal International Management S.A. | 32.01M | 28.20% | 32.01M | — | 32.01M | — | OO | Luxembourg | 2024-02-09 | ↗ |
| 3 | Artal International S.C.A. | 32.01M | 28.20% | 32.01M | — | 32.01M | — | OO | Luxembourg | 2024-02-09 | ↗ |
| 4 | Mr. Amaury Wittouck | 32.01M | 28.20% | 32.01M | — | 32.01M | — | IN | Luxembourg | 2024-02-09 | ↗ |
| 5 | Stichting Administratiekantoor Westend | 32.01M | 28.20% | 32.01M | — | 32.01M | — | OO | Luxembourg | 2024-02-09 | ↗ |
| 6 | Westend S.A. | 32.01M | 28.20% | 32.01M | — | 32.01M | — | OO | Luxembourg | 2024-02-09 | ↗ |
| 7 | Ronald M. Shaich | 11.65M | 10.30% | 11.65M | — | 11.65M | — | IN | — | 2024-02-14 | ↗ |
| 8 | Act III Holdings Inc. | 11.64M | 10.20% | — | 11.64M | — | 11.64M | CO | — | 2024-02-14 | ↗ |
| 9 | 85-4328500 | 11.16M | 9.80% | 3.68M | — | 11.16M | — | IA | — | 2024-02-14 | ↗ |
| 10 | Cava Act III, LLC | 5.96M | 5.20% | — | 5.96M | — | 5.96M | CO | — | 2024-02-14 | ↗ |
| 11 | Cava Act III Trust, LLC | 5.69M | 5.00% | — | 5.69M | — | 5.69M | CO | — | 2024-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
418
-107 vs prev Q
New positions
99
Closed positions
176
Increased
236
Reduced
107
Put/Call ratio
0.93
Calls held
1.58M
Puts held
1.46M
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | ARTAL GROUP S.A. | 9.51M +— (+0.0%) | 558.02M -16.4M (-2.8%) | 8.20% -0.013 pp | 78.09% +2.332 pp | USD40.95 +43.3% | 11 qtrs — |
| 2 | BLACKROCK, INC. | 9.40M +17.2K (+0.2%) | 551.54M -15.1M (-2.7%) | 8.10% +0.003 pp | 0.01% -0.001 pp | USD99.50 -41.0% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 9.22M -124.7K (-1.3%) | 541.20M -23.4M (-4.1%) | 7.95% -0.120 pp | 0.01% -0.001 pp | USD79.91 -26.6% | 11 qtrs — |
| 4 | CAPITAL RESEARCH GLOBAL INVESTORS | 8.44M +1.8M (+27.2%) | 495.34M +94.5M (+23.6%) | 7.28% +1.548 pp | 0.09% +0.016 pp | USD59.77 -1.8% | 11 qtrs — |
| 5 | ALLIANCEBERNSTEIN L.P. | 7.48M +4.5M (+153.1%) | 438.83M +260.4M (+145.9%) | 6.45% +3.897 pp | 0.14% +0.082 pp | USD63.68 -7.8% | 11 qtrs — |
| 6 | FMR LLC | 5.04M +1.4M (+40.4%) | 295.62M +78.8M (+36.4%) | 4.34% +1.245 pp | 0.02% +0.004 pp | USD62.54 -6.2% | 11 qtrs — |
| 7 | CAPITAL INTERNATIONAL INVESTORS | 4.89M +656.6K (+15.5%) | 286.72M +31.3M (+12.2%) | 4.21% +0.561 pp | 0.04% +0.004 pp | USD49.30 +19.0% | 11 qtrs — |
| 8 | MORGAN STANLEY | 3.32M +835.6K (+33.7%) | 194.79M +44.8M (+29.8%) | 2.86% +0.717 pp | 0.01% +0.003 pp | USD68.60 -14.4% | 11 qtrs — |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | 3.18M -582.7K (-15.5%) | 186.37M -40.7M (-17.9%) | 2.74% -0.508 pp | 0.02% -0.004 pp | USD69.98 -16.1% | 11 qtrs — |
| 10 | STATE STREET CORP | 2.92M +36.5K (+1.3%) | 171.40M -2.8M (-1.6%) | 2.52% +0.028 pp | 0.01% 0.000 pp | USD82.09 -28.5% | 10 qtrs — |
| 11 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.42M +530.5K (+28.1%) | 141.99M +27.9M (+24.4%) | 2.09% +0.455 pp | 0.40% +0.101 pp | USD60.03 -2.2% | 2 qtrs — |
| 12 | UBS GROUP AG | 2.10M -75.3K (-3.5%) | 122.98M -8.2M (-6.2%) | 1.81% -0.068 pp | 0.02% -0.001 pp | USD79.74 -26.4% | 11 qtrs — |
| 13 | BANK OF AMERICA CORP /DE/ | 2.08M +73.7K (+3.7%) | 122.02M +876.3K (+0.7%) | 1.79% +0.061 pp | 0.01% +0.001 pp | USD82.83 -29.1% | 11 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1.94M +40.4K (+2.1%) | 113.69M -892.5K (-0.8%) | 1.67% +0.032 pp | 0.01% 0.000 pp | USD88.10 -33.4% | 10 qtrs — |
| 15 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.81M -331.6K (-15.4%) | 106.52M -23.2M (-17.9%) | 1.57% -0.289 pp | 1.08% +0.101 pp | USD76.07 -22.8% | 4 qtrs — |
| 16 | FRANKLIN RESOURCES INC | 1.50M +109.2K (+7.9%) | 87.96M +4.0M (+4.8%) | 1.29% +0.092 pp | 0.02% +0.001 pp | USD54.20 +8.3% | 11 qtrs — |
| 17 | CITIGROUP INC | 1.46M +577.7K (+65.2%) | 85.94M +32.4M (+60.4%) | 1.26% +0.497 pp | 0.04% +0.014 pp | USD66.27 -11.4% | 10 qtrs — |
| 18 | MARSHALL WACE, LLP | 1.39M +1.2M (+689.8%) | 81.45M +70.8M (+667.3%) | 1.20% +1.045 pp | 0.07% +0.063 pp | USD61.56 -4.7% | 8 qtrs — |
| 19 | BALYASNY ASSET MANAGEMENT L.P. | 1.28M +1.2M (+1,919.2%) | 74.88M +71.1M (+1,861.7%) | 1.10% +1.046 pp | 0.10% +0.090 pp | USD58.78 -0.2% | 2 qtrs — |
| 20 | PRIMECAP MANAGEMENT CO/CA/ | 1.26M +1.2M (+1,378.3%) | 73.96M +68.8M (+1,336.2%) | 1.09% +1.013 pp | 0.06% +0.052 pp | USD59.30 -1.0% | 3 qtrs — |
| 21 | CITADEL ADVISORS LLC | 1.22M -502.3K (-29.2%) | 71.55M -32.4M (-31.2%) | 1.05% -0.435 pp | 0.01% -0.005 pp | USD85.79 -31.6% | 11 qtrs — |
| 22 | COOPER CREEK PARTNERS MANAGEMENT LLC | 1.15M +1.1M (+100.0%) | 67.45M +67.4M (+100.0%) | 0.99% +0.991 pp | 3.05% +3.046 pp | USD58.69 +0.0% | 1 qtrs NEW |
| 23 | GOLDMAN SACHS GROUP INC | 1.11M +627.0K (+129.2%) | 65.27M +36.0M (+122.7%) | 0.96% +0.540 pp | 0.01% +0.004 pp | USD68.66 -14.5% | 11 qtrs — |
| 24 | PRIME CAPITAL MANAGEMENT CO LTD | 1.03M +490.3K (+90.6%) | 60.55M +27.8M (+85.1%) | 0.89% +0.422 pp | 7.19% +3.262 pp | USD59.59 -1.5% | 2 qtrs — |
| 25 | CLEARBRIDGE INVESTMENTS, LLC | 1.00M -46.3K (-4.4%) | 58.82M -4.5M (-7.1%) | 0.86% -0.041 pp | 0.05% -0.001 pp | USD82.12 -28.5% | 4 qtrs — |
| 26 | LIONTRUST INVESTMENT PARTNERS LLP | 935.6K +220.7K (+30.9%) | 54.91M +11.7M (+27.1%) | 0.81% +0.189 pp | 0.81% +0.208 pp | USD60.00 -2.2% | 2 qtrs — |
| 27 | NORGES BANK | 856.7K +856.7K (+100.0%) | 50.28M +50.3M (+100.0%) | 0.74% +0.739 pp | 0.01% +0.005 pp | USD58.69 +0.0% | 1 qtrs NEW |
| 28 | JANE STREET GROUP, LLC | 826.6K -129.8K (-13.6%) | 48.51M -9.3M (-16.0%) | 0.71% -0.113 pp | 0.01% -0.002 pp | USD106.13 -44.7% | 6 qtrs — |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 792.0K +71.7K (+10.0%) | 46.48M +3.0M (+6.8%) | 0.68% +0.061 pp | 0.01% +0.000 pp | USD88.23 -33.5% | 10 qtrs — |
| 30 | NORTHERN TRUST CORP | 774.1K -23.1K (-2.9%) | 45.43M -2.7M (-5.7%) | 0.67% -0.021 pp | 0.01% 0.000 pp | USD90.07 -34.8% | 10 qtrs — |
| 31 | DIMENSIONAL FUND ADVISORS LP | 765.4K -12.4K (-1.6%) | 44.92M -2.1M (-4.4%) | 0.66% -0.012 pp | 0.01% -0.001 pp | USD80.82 -27.4% | 8 qtrs — |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 696.0K +475.2K (+215.2%) | 40.85M +27.5M (+206.3%) | 0.60% +0.410 pp | 0.02% +0.014 pp | USD64.33 -8.8% | 9 qtrs — |
| 33 | SQUAREPOINT OPS LLC | 692.6K -181.5K (-20.8%) | 40.65M -12.2M (-23.0%) | 0.60% -0.158 pp | 0.04% -0.010 pp | USD75.19 -21.9% | 7 qtrs — |
| 34 | MILLENNIUM MANAGEMENT LLC | 670.4K +508.8K (+314.9%) | 39.35M +29.6M (+303.0%) | 0.58% +0.439 pp | 0.02% +0.012 pp | USD61.26 -4.2% | 10 qtrs — |
| 35 | BANK OF NEW YORK MELLON CORP | 632.9K +4.4K (+0.7%) | 37.14M -820.0K (-2.2%) | 0.55% +0.003 pp | 0.01% -0.001 pp | USD81.79 -28.2% | 10 qtrs — |
| 36 | WALLEYE TRADING LLC | 588.9K -11.9K (-2.0%) | 34.56M -1.7M (-4.8%) | 0.51% -0.011 pp | 0.05% -0.006 pp | USD80.12 -26.7% | 10 qtrs — |
| 37 | HOLOCENE ADVISORS, LP | 588.8K +— (+0.0%) | 34.56M -1.0M (-2.8%) | 0.51% -0.001 pp | 0.07% -0.009 pp | USD89.65 -34.5% | 9 qtrs — |
| 38 | BAIRD FINANCIAL GROUP, INC. | 557.3K +41.0K (+7.9%) | 32.71M +1.5M (+4.9%) | 0.48% +0.035 pp | 0.05% +0.001 pp | USD81.59 -28.1% | 10 qtrs — |
| 39 | BARCLAYS PLC | 534.5K +457.8K (+597.0%) | 31.37M +21.9M (+230.3%) | 0.46% +0.395 pp | 0.01% +0.005 pp | USD64.19 -8.6% | 11 qtrs — |
| 40 | APERTURE INVESTORS, LLC | 512.0K +193.5K (+60.8%) | 30.05M +10.8M (+56.2%) | 0.44% +0.167 pp | 3.43% +0.797 pp | USD73.44 -20.1% | 8 qtrs — |
| 41 | D. E. SHAW & CO., INC. | 501.9K -290.0K (-36.6%) | 29.46M -18.4M (-38.4%) | 0.43% -0.251 pp | 0.02% -0.011 pp | USD79.25 -25.9% | 7 qtrs — |
| 42 | PARALLAX VOLATILITY ADVISERS, L.P. | 500.0K -53.1K (-9.6%) | 29.35M -4.1M (-12.2%) | 0.43% -0.047 pp | 0.06% +0.007 pp | USD60.48 -3.0% | 3 qtrs — |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 488.4K -105.7K (-17.8%) | 28.67M -7.2M (-20.1%) | 0.42% -0.092 pp | 0.00% -0.001 pp | USD87.28 -32.8% | 7 qtrs — |
| 44 | CAPITAL WORLD INVESTORS | 483.1K -214.0 (0.0%) | 28.35M -843.9K (-2.9%) | 0.42% -0.001 pp | 0.00% 0.000 pp | USD60.59 -3.1% | 3 qtrs — |
| 45 | TUDOR INVESTMENT CORP ET AL | 471.9K +29.6K (+6.7%) | 27.70M +976.5K (+3.7%) | 0.41% +0.025 pp | 0.05% +0.005 pp | USD65.59 -10.5% | 7 qtrs — |
| 46 | BNP PARIBAS ARBITRAGE, SNC | 436.9K +116.7K (+36.4%) | 25.64M +6.3M (+32.5%) | 0.38% +0.100 pp | 0.01% +0.001 pp | USD88.10 -33.4% | 5 qtrs — |
| 47 | RAYMOND JAMES FINANCIAL INC | 432.7K -37.6K (-8.0%) | 25.29M -3.1M (-11.0%) | 0.37% -0.033 pp | 0.01% -0.001 pp | USD109.99 -46.6% | 5 qtrs — |
| 48 | FREESTONE GROVE PARTNERS LP | 411.4K +324.5K (+373.7%) | 24.14M +18.9M (+360.2%) | 0.35% +0.280 pp | 0.17% +0.135 pp | USD64.08 -8.4% | 3 qtrs — |
| 49 | CONGRESS ASSET MANAGEMENT CO /MA | 410.5K -258.8K (-38.7%) | 24.09M -16.3M (-40.4%) | 0.35% -0.224 pp | 0.17% -0.100 pp | USD84.24 -30.3% | 4 qtrs — |
| 50 | PEAK6 LLC | 406.1K +36.9K (+10.0%) | 23.83M +1.5M (+6.9%) | 0.35% +0.031 pp | 0.04% +0.012 pp | USD68.97 -14.9% | 5 qtrs — |
| 51 | ARMSTRONG, FLEMING & MOORE, INC | 363.9K +1.2K (+0.3%) | 21.36M -556.0K (-2.5%) | 0.31% +0.001 pp | 9.86% -0.603 pp | USD83.95 -30.1% | 9 qtrs — |
| 52 | CAPITAL FUND MANAGEMENT S.A. | 354.0K +67.5K (+23.6%) | 20.78M +3.5M (+20.0%) | 0.31% +0.058 pp | 0.06% +0.012 pp | USD70.26 -16.5% | 4 qtrs — |
| 53 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 331.6K +331.6K (+100.0%) | 19.46M +19.5M (+100.0%) | 0.29% +0.286 pp | 0.01% +0.006 pp | USD58.69 +0.0% | 1 qtrs NEW |
| 54 | MANE GLOBAL CAPITAL MANAGEMENT LP | 307.0K +307.0K (+100.0%) | 18.02M +18.0M (+100.0%) | 0.26% +0.265 pp | 0.97% +0.968 pp | USD58.69 +0.0% | 1 qtrs NEW |
| 55 | NATIXIS | 303.0K +303.0K (+100.0%) | 17.78M +17.8M (+100.0%) | 0.26% +0.261 pp | 0.06% +0.063 pp | USD58.69 +0.0% | 1 qtrs NEW |
| 56 | RETIREMENT SYSTEMS OF ALABAMA | 289.6K +26.9K (+10.2%) | 17.00M +1.1M (+7.1%) | 0.25% +0.023 pp | 0.06% +0.002 pp | USD69.25 -15.2% | 4 qtrs — |
| 57 | LPL FINANCIAL LLC | 274.0K -2.4K (-0.9%) | 16.08M -615.8K (-3.7%) | 0.24% -0.002 pp | 0.00% -0.001 pp | USD74.63 -21.4% | 11 qtrs — |
| 58 | RHUMBLINE ADVISERS | 273.5K -3.0K (-1.1%) | 16.05M -650.7K (-3.9%) | 0.24% -0.003 pp | 0.01% 0.000 pp | USD80.25 -26.9% | 10 qtrs — |
| 59 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 266.4K +252.1K (+1,764.6%) | 15.63M +14.8M (+1,711.6%) | 0.23% +0.217 pp | 0.02% +0.016 pp | USD61.50 -4.6% | 5 qtrs — |
| 60 | MARINER, LLC | 258.4K -50.5K (-16.3%) | 15.17M -3.5M (-18.7%) | 0.22% -0.044 pp | 0.02% -0.006 pp | USD75.40 -22.2% | 8 qtrs — |
| 61 | RUSSELL INVESTMENTS GROUP, LTD. | 255.6K -93.5K (-26.8%) | 15.00M -6.1M (-28.9%) | 0.22% -0.081 pp | 0.02% -0.008 pp | USD65.42 -10.3% | 8 qtrs — |
| 62 | JPMORGAN CHASE & CO | 248.7K -499.1K (-66.7%) | 14.60M -30.6M (-67.7%) | 0.21% -0.431 pp | 0.00% -0.002 pp | USD84.83 -30.8% | 11 qtrs — |
| 63 | ENVESTNET ASSET MANAGEMENT INC | 240.9K +18.4K (+8.3%) | 14.14M +695.1K (+5.2%) | 0.21% +0.016 pp | 0.00% +0.000 pp | USD73.55 -20.2% | 9 qtrs — |
| 64 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 230.8K +230.8K (+100.0%) | 13.55M +13.5M (+100.0%) | 0.20% +0.199 pp | 0.58% +0.580 pp | USD58.69 +0.0% | 1 qtrs NEW |
| 65 | WELLS FARGO & COMPANY/MN | 216.2K -279.2K (-56.4%) | 12.69M -17.2M (-57.6%) | 0.19% -0.241 pp | 0.00% -0.003 pp | USD80.25 -26.9% | 11 qtrs — |
| 66 | UBS ASSET MANAGEMENT AMERICAS INC | 214.5K +5.3K (+2.5%) | 12.59M -48.1K (-0.4%) | 0.19% +0.004 pp | 0.00% 0.000 pp | USD70.62 -16.9% | 9 qtrs — |
| 67 | ROYAL BANK OF CANADA | 206.8K -225.2K (-52.1%) | 12.14M -14.0M (-53.5%) | 0.18% -0.195 pp | 0.00% -0.002 pp | USD82.33 -28.7% | 11 qtrs — |
| 68 | SWISS NATIONAL BANK | 182.9K +3.5K (+2.0%) | 10.73M -103.2K (-1.0%) | 0.16% +0.003 pp | 0.01% +0.000 pp | USD84.67 -30.7% | 9 qtrs — |
| 69 | NEPSIS INC. | 176.7K +52.8K (+42.6%) | 10.37M +2.9M (+38.5%) | 0.15% +0.045 pp | 3.20% +0.831 pp | USD81.81 -28.3% | 7 qtrs — |
| 70 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 162.4K +49.2K (+43.5%) | 9.53M +2.7M (+39.4%) | 0.14% +0.042 pp | 0.15% +0.039 pp | USD66.51 -11.8% | 3 qtrs — |
| 71 | WALLEYE CAPITAL LLC | 159.2K -17.8K (-10.1%) | 9.34M -1.3M (-12.6%) | 0.14% -0.016 pp | 0.03% -0.012 pp | USD74.19 -20.9% | 10 qtrs — |
| 72 | NUVEEN, LLC | 155.9K -42.0K (-21.2%) | 9.15M -2.8M (-23.5%) | 0.13% -0.037 pp | 0.00% -0.001 pp | USD86.41 -32.1% | 4 qtrs — |
| 73 | FIL LTD | 151.3K -458.7K (-75.2%) | 8.88M -28.0M (-75.9%) | 0.13% -0.396 pp | 0.01% -0.022 pp | USD86.62 -32.2% | 5 qtrs — |
| 74 | FEDERATED HERMES, INC. | 148.0K -282.0K (-65.6%) | 8.68M -17.3M (-66.6%) | 0.13% -0.244 pp | 0.01% -0.031 pp | USD72.27 -18.8% | 11 qtrs — |
| 75 | INVESCO LTD. | 145.6K +11.0K (+8.2%) | 8.54M +414.9K (+5.1%) | 0.13% +0.009 pp | 0.00% +0.000 pp | USD75.54 -22.3% | 11 qtrs — |
| 76 | LEGAL & GENERAL GROUP PLC | 144.6K -14.2K (-8.9%) | 8.49M -1.1M (-11.5%) | 0.12% -0.013 pp | 0.00% 0.000 pp | USD94.53 -37.9% | 7 qtrs — |
| 77 | ASSETMARK, INC | 140.5K +42.4K (+43.3%) | 8.24M +2.3M (+39.2%) | 0.12% +0.037 pp | 0.02% +0.004 pp | USD59.91 -2.0% | 4 qtrs — |
| 78 | INTERVAL PARTNERS, LP | 140.0K +140.0K (+100.0%) | 8.22M +8.2M (+100.0%) | 0.12% +0.121 pp | 0.15% +0.147 pp | USD58.69 +0.0% | 1 qtrs NEW |
| 79 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 131.3K +27.6K (+26.6%) | 7.95M +1.7M (+26.9%) | 0.11% +0.024 pp | 0.01% +0.001 pp | USD87.71 -33.1% | 7 qtrs — |
| 80 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 130.6K -102.0 (-0.1%) | 7.66M -230.8K (-2.9%) | 0.11% 0.000 pp | 0.00% 0.000 pp | USD118.15 -50.3% | 6 qtrs — |
| 81 | COLONY GROUP, LLC | 129.7K -11.4K (-8.1%) | 7.61M -902.9K (-10.6%) | 0.11% -0.010 pp | 0.01% -0.005 pp | USD93.27 -37.1% | 9 qtrs — |
| 82 | WELLINGTON MANAGEMENT GROUP LLP | 129.0K -2.0K (-1.6%) | 7.57M -344.8K (-4.4%) | 0.11% -0.002 pp | 0.00% 0.000 pp | USD68.84 -14.7% | 4 qtrs — |
| 83 | VOYA INVESTMENT MANAGEMENT LLC | 122.4K -153.3K (-55.6%) | 7.19M -9.5M (-56.9%) | 0.11% -0.133 pp | 0.01% -0.010 pp | USD74.93 -21.7% | 11 qtrs — |
| 84 | VOLEON CAPITAL MANAGEMENT LP | 121.8K +114.6K (+1,600.2%) | 7.15M +6.7M (+1,551.8%) | 0.11% +0.099 pp | 0.15% +0.143 pp | USD58.79 -0.2% | 5 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 160 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Amundi MSCI China UCITS ETF Acc LCCN.L | 1.07% | 7.15M | 0.29% |
| 2 | Amundi MSCI EM Latin America UCITS ETF - EUR (C) AMEL.DE | 0.60% | 9.80M | 0.20% |
| 3 | Amundi MSCI Em Latin America UCITS ETF - USD (C) ALAU.L | 0.60% | 9.81M | 0.20% |
| 4 | Motley Fool Next Index ETF TMFX | 0.40% | 122.9K | 0.50% |
| 5 | T. Rowe Price Small-Mid Cap ETF TMSL | 0.33% | 8.99M | 0.55% |
| 6 | First Trust Multi-Manager Small Cap Opportunities ETF MMSC | 0.33% | 173.1K | 0.95% |
| 7 | First Trust Consumer Discretionary AlphaDEX Fund FXD | 0.27% | 707.6K | 0.60% |
| 8 | Vanguard S&P Mid-Cap 400 Value ETF IVOV | 0.27% | 3.74M | 0.10% |
| 9 | iShares ESG Select Screened S&P Mid-Cap ETF XJH | 0.26% | 1.08M | 0.12% |
| 10 | iShares U.S. Consumer Focused ETF IEDI | 0.25% | 67.7K | 0.18% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
—
Shares disposed
9.0K
Cash buys
—
Cash sales
1.00
Net activity
-9,044
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | Xenohristos Theodoros | Director / Officer | S-Sale | D | Common Stock | 9,044 | 79.75 | 721.3K | 327,882 | D | ↗ |
| 2026-03-05 | Bertram Kenneth Robert | Officer | S-Sale | D | Common Stock | 15,000 | 80.33 | 1.20M | 37,958 | D | ↗ |
| 2026-03-02 | Thompson Douglas W. | Officer | — | — | Common Stock | 0 | 0.00 | — | 6,371 | D | ↗ |
| 2026-02-26 | Xenohristos Theodoros | Director / Officer | A-Award | A | Common Stock | 4,721 | 0.00 | — | 336,926 | D | ↗ |
| 2026-02-26 | Tolivar Tricia K. | Officer | A-Award | A | Common Stock | 7,966 | 0.00 | — | 239,900 | D | ↗ |
| 2026-02-26 | Schulman Brett | Director / Officer | A-Award | A | Common Stock | 29,060 | 0.00 | — | 831,843 | D | ↗ |
| 2026-02-26 | Phillips Adam David | Officer | S-Sale | D | Common Stock | 2,000 | 85.54 | 171.1K | 9,505 | D | ↗ |
| 2026-02-26 | Costanza Kelly | Officer | M-Exempt | A | Common Stock | 31,803 | 6.75 | 214.7K | 155,663 | D | ↗ |
| 2026-02-26 | Bertram Kenneth Robert | Officer | A-Award | A | Common Stock | 3,836 | 0.00 | — | 52,958 | D | ↗ |
| 2026-01-27 | Xenohristos Theodoros | Director / Officer | S-Sale | D | Common Stock | 688 | 61.96 | 42.6K | 332,556 | D | ↗ |
| 2026-01-27 | Tolivar Tricia K. | Officer | S-Sale | D | Common Stock | 813 | 62.50 | 50.8K | 231,934 | D | ↗ |
| 2026-01-27 | Schulman Brett | Director / Officer | S-Sale | D | Common Stock | 1,536 | 62.50 | 96.0K | 802,783 | D | ↗ |
| 2026-01-27 | Phillips Adam David | Officer | S-Sale | D | Common Stock | 512 | 61.96 | 31.7K | 10,697 | D | ↗ |
| 2026-01-27 | Costanza Kelly | Officer | S-Sale | D | Common Stock | 577 | 62.50 | 36.1K | 119,139 | D | ↗ |
| 2026-01-27 | Bertram Kenneth Robert | Officer | S-Sale | D | Common Stock | 336 | 62.50 | 21.0K | 49,122 | D | ↗ |
| 2026-01-21 | Xenohristos Theodoros | Director / Officer | S-Sale | D | Common Stock | 965 | 67.41 | 65.1K | 333,244 | D | ↗ |
| 2026-01-21 | Tolivar Tricia K. | Officer | S-Sale | D | Common Stock | 2,204 | 67.41 | 148.6K | 234,338 | D | ↗ |
| 2026-01-21 | Schulman Brett | Director / Officer | S-Sale | D | Common Stock | 21,650 | 67.41 | 1.46M | 807,325 | D | ↗ |
| 2026-01-21 | Costanza Kelly | Officer | S-Sale | D | Common Stock | 1,702 | 67.41 | 114.7K | 120,846 | D | ↗ |
| 2026-01-21 | Bertram Kenneth Robert | Officer | S-Sale | D | Common Stock | 1,074 | 67.41 | 72.4K | 50,116 | D | ↗ |
| 2025-12-15 | Bertram Kenneth Robert | Officer | A-Award | A | Common Stock | 47 | 45.18 | 2.1K | 51,190 | D | ↗ |
| 2025-11-26 | Bertram Kenneth Robert | Officer | S-Sale | D | Common Stock | 3,788 | 50.70 | 192.1K | 51,143 | D | ↗ |
| 2025-11-12 | Schulman Brett | Director / Officer | P-Purchase | A | Common Stock | 150 | 48.98 | 7.3K | 150 | I | ↗ |
| 2025-11-10 | Schulman Brett | Director / Officer | M-Exempt | A | Common Stock | 14,007 | 2.94 | 41.2K | 828,975 | D | ↗ |
| 2025-09-29 | Bertram Kenneth Robert | Officer | S-Sale | D | Common Stock | 3,771 | 58.86 | 222.0K | 54,931 | D | ↗ |
| 2025-09-18 | Xenohristos Theodoros | Director / Officer | G-Gift | A | Common Stock | 16,000 | 0.00 | — | 16,000 | I | ↗ |
| 2025-06-20 | WHITE JAMES D | Director | A-Award | A | Common Stock | 1,767 | 0.00 | — | 5,574 | D | ↗ |
| 2025-06-20 | Shanahan Lauri M | Director | A-Award | A | Common Stock | 1,767 | 0.00 | — | 8,074 | D | ↗ |
| 2025-06-20 | SHAICH RONALD M | Director | A-Award | A | Common Stock | 1,767 | 0.00 | — | 8,074 | D | ↗ |
| 2025-06-20 | KOCHEVAR KAREN | Director | A-Award | A | Common Stock | 1,767 | 0.00 | — | 3,074 | D | ↗ |
| 2025-06-20 | Felt Benjamin | Director | A-Award | A | Common Stock | 1,767 | 0.00 | — | 8,074 | D | ↗ |
| 2025-06-20 | Bosserman David | Director | A-Award | A | Common Stock | 1,767 | 0.00 | — | 119,037 | D | ↗ |
| 2025-06-20 | Amouyal Philippe | Director | A-Award | A | Common Stock | 1,767 | 0.00 | — | 18,074 | D | ↗ |
| 2025-06-16 | Xenohristos Theodoros | Director / Officer | S-Sale | D | Common Stock | 521 | 76.11 | 39.7K | 350,209 | D | ↗ |
| 2025-06-16 | Tolivar Tricia K. | Officer | S-Sale | D | Common Stock | 4,021 | 74.96 | 301.4K | 237,169 | D | ↗ |
| 2025-06-16 | Somers Jennifer | Officer | S-Sale | D | Common Stock | 2,375 | 74.96 | 178.0K | 137,534 | D | ↗ |
| 2025-06-16 | Schulman Brett | Director / Officer | S-Sale | D | Common Stock | 5,416 | 76.11 | 412.2K | 792,318 | D | ↗ |
| 2025-06-16 | Phillips Adam David | Officer | S-Sale | D | Common Stock | 613 | 74.96 | 46.0K | 11,189 | D | ↗ |
| 2025-06-16 | Costanza Kelly | Officer | S-Sale | D | Common Stock | 476 | 76.11 | 36.2K | 122,548 | D | ↗ |
| 2025-06-16 | Bertram Kenneth Robert | Officer | S-Sale | D | Common Stock | 374 | 76.11 | 28.5K | 58,533 | D | ↗ |
| 2025-05-21 | Costanza Kelly | Officer | S-Sale | D | Common Stock | 10,243 | 86.63 | 887.4K | 125,347 | D | ↗ |
| 2025-05-09 | Xenohristos Theodoros | Director / Officer | S-Sale | D | Common Stock | 4,954 | 94.46 | 468.0K | 357,665 | D | ↗ |
| 2025-02-28 | Xenohristos Theodoros | Director / Officer | A-Award | A | Stock Options (right to buy) | 7,977 | 95.03 | 758.1K | 7,977 | D | ↗ |
| 2025-02-28 | Tolivar Tricia K. | Officer | A-Award | A | Stock Options (right to buy) | 13,462 | 95.03 | 1.28M | 13,462 | D | ↗ |
| 2025-02-28 | Somers Jennifer | Officer | A-Award | A | Stock Options (right to buy) | 11,966 | 95.03 | 1.14M | 11,966 | D | ↗ |
| 2025-02-28 | Schulman Brett | Director / Officer | A-Award | A | Stock Options (right to buy) | 19,944 | 95.03 | 1.90M | 19,944 | D | ↗ |
| 2025-02-28 | Phillips Adam David | Officer | A-Award | A | Common Stock | 918 | 0.00 | — | 11,802 | D | ↗ |
| 2025-02-28 | Costanza Kelly | Officer | A-Award | A | Common Stock | 4,209 | 0.00 | — | 135,590 | D | ↗ |
| 2025-02-28 | Bertram Kenneth Robert | Officer | A-Award | A | Common Stock | 3,419 | 0.00 | — | 60,731 | D | ↗ |
| 2025-02-27 | Schulman Brett | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 26,380 | 2.66 | 70.2K | 0 | D | ↗ |
| 2025-01-27 | Xenohristos Theodoros | Director / Officer | S-Sale | D | Common Stock | 129 | 125.12 | 16.1K | 358,410 | D | ↗ |
| 2025-01-27 | Tolivar Tricia K. | Officer | S-Sale | D | Common Stock | 331 | 125.12 | 41.4K | 234,087 | D | ↗ |
| 2025-01-27 | Somers Jennifer | Officer | S-Sale | D | Common Stock | 332 | 125.12 | 41.5K | 133,596 | D | ↗ |
| 2025-01-27 | Schulman Brett | Director / Officer | S-Sale | D | Common Stock | 1,644 | 124.47 | 204.6K | 774,079 | D | ↗ |
| 2025-01-27 | Phillips Adam David | Officer | S-Sale | D | Common Stock | 135 | 125.12 | 16.9K | 10,884 | D | ↗ |
| 2025-01-27 | Costanza Kelly | Officer | S-Sale | D | Common Stock | 250 | 125.12 | 31.3K | 131,381 | D | ↗ |
| 2025-01-27 | Bertram Kenneth Robert | Officer | S-Sale | D | Common Stock | 149 | 125.12 | 18.6K | 57,312 | D | ↗ |
| 2025-01-21 | Xenohristos Theodoros | Director / Officer | S-Sale | D | Common Stock | 672 | 119.01 | 80.0K | 359,174 | D | ↗ |
| 2025-01-21 | Tolivar Tricia K. | Officer | S-Sale | D | Common Stock | 1,648 | 119.01 | 196.1K | 236,030 | D | ↗ |
| 2025-01-21 | Somers Jennifer | Officer | S-Sale | D | Common Stock | 448 | 119.80 | 53.7K | 135,104 | D | ↗ |
| 2025-01-21 | Schulman Brett | Director / Officer | S-Sale | D | Common Stock | 4,318 | 119.80 | 517.3K | 776,369 | D | ↗ |
| 2025-01-21 | Costanza Kelly | Officer | S-Sale | D | Common Stock | 1,212 | 119.01 | 144.2K | 132,841 | D | ↗ |
| 2025-01-21 | Bertram Kenneth Robert | Officer | S-Sale | D | Common Stock | 757 | 119.01 | 90.1K | 58,191 | D | ↗ |
| 2025-01-02 | Schulman Brett | Director / Officer | S-Sale | D | Common Stock | 13,077 | 114.89 | 1.50M | 798,070 | D | ↗ |
| 2025-01-02 | Costanza Kelly | Officer | S-Sale | D | Common Stock | 7,002 | 114.89 | 804.5K | 134,662 | D | ↗ |
| 2024-12-15 | Tolivar Tricia K. | Officer | A-Award | A | Common Stock | 90 | 79.85 | 7.2K | 237,678 | D | ↗ |
| 2024-12-15 | Somers Jennifer | Officer | A-Award | A | Common Stock | 88 | 79.85 | 7.0K | 137,235 | D | ↗ |
| 2024-12-15 | Phillips Adam David | Officer | A-Award | A | Common Stock | 98 | 79.85 | 7.8K | 11,499 | D | ↗ |
| 2024-12-15 | Bertram Kenneth Robert | Officer | A-Award | A | Common Stock | 111 | 79.85 | 8.9K | 58,948 | D | ↗ |
| 2024-12-11 | Costanza Kelly | Officer | — | — | Stock Options (right to buy) | 31,803 | 6.75 | 214.7K | 0 | D | ↗ |
| 2024-12-09 | Schulman Brett | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 31,973 | 1.92 | 61.4K | 0 | D | ↗ |
| 2024-12-09 | SHAICH RONALD M | Director | J-Other | D | Common Stock | 1,670,000 | 0.00 | 1.7K | 2,901,265 | I | ↗ |
| 2024-12-06 | Bertram Kenneth Robert | Officer | S-Sale | D | Common Stock | 5,004 | 150.27 | 752.0K | 58,837 | D | ↗ |
| 2024-12-05 | Schulman Brett | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 276,170 | 7.56 | 2.09M | 385,798 | D | ↗ |
| 2024-12-05 | Artal Participations S.a r.l. | Director | — | — | Common Stock | 0 | 0.00 | — | 9,507,990 | D | ↗ |
| 2024-12-04 | Xenohristos Theodoros | Director | S-Sale | D | Common Stock | 31,600 | 145.40 | 4.59M | 393,246 | D | ↗ |
| 2024-11-19 | Tolivar Tricia K. | Officer | S-Sale | D | Common Stock | 200 | 138.93 | 27.8K | 252,680 | D | ↗ |
| 2024-11-19 | KOCHEVAR KAREN | Director | M-Exempt | D | Stock Options (right to buy) | 15,000 | 1.92 | 28.8K | 17,878 | D | ↗ |
| 2024-11-18 | Artal International S.C.A. | Director | S-Sale | D | Common Stock | 8,000,000 | 134.13 | 1.07B | 9,507,990 | D | ↗ |
| 2024-11-16 | Tolivar Tricia K. | Officer | F-InKind | D | Common Stock | 35,012 | 141.38 | 4.95M | 257,588 | D | ↗ |
| 2024-11-15 | KOCHEVAR KAREN | Director | M-Exempt | D | Stock Options (right to buy) | 15,000 | 1.92 | 28.8K | 32,878 | D | ↗ |
| 2024-10-26 | Somers Jennifer | Officer | F-InKind | D | Common Stock | 13,544 | 136.09 | 1.84M | 137,147 | D | ↗ |
| 2024-09-27 | Bertram Kenneth Robert | Officer | F-InKind | D | Common Stock | 3,525 | 123.76 | 436.3K | 63,841 | D | ↗ |
| 2024-09-16 | WHITE JAMES D | Director | S-Sale | D | Common Stock | 1,000 | 122.45 | 122.5K | 3,807 | — | ↗ |
| 2024-09-09 | SHAICH RONALD M | Director | J-Other | D | Common Stock | 1,000,000 | 0.00 | 1.0K | 4,571,265 | — | ↗ |
| 2024-09-06 | Phillips Adam David | Officer | M-Exempt | A | Common Stock | 2,765 | 22.00 | 60.8K | 14,166 | — | ↗ |
| 2024-08-28 | SHAICH RONALD M | Director | S-Sale | D | Common Stock | 1,096 | 119.62 | 131.1K | 6,307 | — | ↗ |
| 2024-08-27 | Schulman Brett | Director / Officer | M-Exempt | A | Common Stock | 13,500 | 1.28 | 17.3K | 716,090 | — | ↗ |
| 2024-08-27 | KOCHEVAR KAREN | Director | M-Exempt | D | Stock Options (right to buy) | 20,000 | 1.92 | 38.4K | 47,878 | — | ↗ |
| 2024-08-26 | Xenohristos Theodoros | Director | S-Sale | D | Common Stock | 39,372 | 125.28 | 4.93M | 483,964 | — | ↗ |
| 2024-08-26 | WHITE JAMES D | Director | S-Sale | D | Common Stock | 1,500 | 127.18 | 190.8K | 4,807 | — | ↗ |
| 2024-08-26 | Tolivar Tricia K. | Officer | S-Sale | D | Common Stock | 5,000 | 125.64 | 628.2K | 292,600 | — | ↗ |
| 2024-08-26 | Schulman Brett | Director / Officer | S-Sale | D | Common Stock | 8,140 | 127.11 | 1.03M | 702,590 | — | ↗ |
| 2024-08-26 | Bosserman David | Director | S-Sale | D | Common Stock | 5,000 | 126.97 | 634.9K | 25,000 | — | ↗ |
| 2024-08-26 | Artal International S.C.A. | Director / 10% Owner | S-Sale | D | Common Stock | 6,000,000 | 116.36 | 698.16M | 17,507,990 | — | ↗ |
| 2024-07-01 | Tolivar Tricia K. | Officer | S-Sale | D | Common Stock | 949 | 92.94 | 88.2K | 302,600 | — | ↗ |
| 2023-06-20 | WHITE JAMES D | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2023-06-20 | Artal International S.C.A. | Director / 10% Owner | M-Exempt | A | Common Stock | 1,568,865 | 0.00 | 156.89 | 1,568,865 | — | ↗ |
| 2023-06-15 | WHITE JAMES D | Director | — | D | Stock Options (right to buy) | 7,407 | 6.75 | 50.0K | 0 | — | ↗ |
| 2023-06-15 | Artal International S.C.A. | Director / 10% Owner | — | D | Series A Preferred Stock | 1,568,865 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
6.9K
Shares Outstanding
116.41M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Brett Schulman President and Chief Executive Officer | 861.5K | — | 999.9K | 1.00M | 982.1K | 15.9K | 3.86M | 51.82% | ↗ |
| 2 | 2025 | Jennifer Somers Former Chief Operations Officer | 391.2K | — | 599.9K | 600.0K | — | 787.7K | 2.38M | 50.44% | ↗ |
| 3 | 2025 | Tricia Tolivar Chief Financial Officer | 557.1K | — | 675.0K | 675.0K | 381.0K | 16.4K | 2.30M | 58.58% | ↗ |
| 4 | 2025 | Kelly Costanza Chief People Officer | 450.8K | — | 400.0K | 400.0K | 267.2K | 18.5K | 1.54M | 52.06% | ↗ |
| 5 | 2025 | Theodoros Xenohristos Chief Concept Officer | 450.8K | — | 400.0K | 400.0K | 267.2K | 13.4K | 1.53M | 52.24% | ↗ |
| 6 | 2025 | Robert Bertram Former Chief Legal Officer and Secretary | 295.8K | — | 324.9K | 325.0K | 139.7K | 17.2K | 1.10M | 58.95% | ↗ |
| 7 | 2024 | Brett Schulman President and Chief Executive Officer | 650.0K | — | — | — | 1.26M | 14.5K | 1.92M | 0.00% | ↗ |
| 8 | 2024 | Tricia Tolivar Chief Financial Officer | 541.0K | — | — | — | 490.4K | 14.9K | 1.05M | 0.00% | ↗ |
| 9 | 2024 | Jennifer Somers Former Chief Operations Officer | 510.0K | — | — | — | 494.2K | 22.1K | 1.03M | 0.00% | ↗ |
| 10 | 2024 | Kelly Costanza Chief People Officer | 400.0K | — | — | — | 362.6K | 24.7K | 787.3K | 0.00% | ↗ |
| 11 | 2024 | Theodoros Xenohristos Chief Concept Officer | 400.0K | — | — | — | 362.6K | 9.4K | 772.0K | 0.00% | ↗ |
| 12 | 2023 | Brett Schulman President and Chief Executive Officer | 647.4K | — | 7.54M | 7.54M | 1.30M | 25.3K | 17.06M | 88.44% | ↗ |
| 13 | 2023 | Tricia Tolivar Chief Financial Officer | 551.3K | — | 1.15M | 1.15M | 551.3K | 24.9K | 3.42M | 67.06% | ↗ |
| 14 | 2023 | Theodoros Xenohristos Chief Concept Officer | 345.2K | — | 1.79M | 629.5K | 375.0K | 7.2K | 3.15M | 76.89% | ↗ |
| 15 | 2023 | Jennifer Somers Former Chief Operations Officer | 519.8K | — | 690.0K | 690.0K | 478.1K | 29.8K | 2.41M | 57.32% | ↗ |
| 16 | 2023 | Kelly Costanza Chief People Officer | 404.7K | — | 660.9K | 660.9K | 400.0K | 22.2K | 2.15M | 61.52% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brett Schulman | Co-Founder, Chief Executive Officer, President & Director | 2M | male |
| Robert Bertram | Chief Legal Officer & Secretary | 1M | male |
| Douglas W. Thompson | Chief Operations Officer | 1M | male |
| Tricia K. Tolivar | Chief Financial Officer | 954.5K | female |
| Kelly Costanza | Chief People Officer | 736.5K | female |
| Theodore Xenohristos | Founder, Chief Concept Officer & Director | 731.4K | male |
| Jeffrey Gaul | Chief Development Officer | — | male |
| Andy Rebhun | Chief Experience Officer | — | male |
| Beth McCormick | Chief Technology Officer | — | female |
| Christopher F. Penny | Chief Manufacturing Officer | — | male |
| Adam Phillips | Chief Accounting Officer | — | — |
| Matt Milanovich | Senior Vice President of Finance | — | male |
ESG Rating
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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Community Opinion for CAVA
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.
