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Concentrix Corporation (CNXC)

USD25.16 +1.59 (+6.75%)
US NASDAQ Technology Information Technology Services
Address 44111 Nobel Drive 94538
Newark, CA, US
CEO Christopher A. Caldwell
IPO 2020-11-24
CIK 1803599 ISIN US20602D1019

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Description

Concentrix Corporation operates globally, specializing in providing technology-enhanced solutions to optimize customer experiences (CX). The company's services encompass a wide array of offerings, including streamlining CX processes, driving technological innovation, automating both front-end and back-end operations, delivering insightful analytics, and facilitating comprehensive business transformations. Additionally, Concentrix assists clients with end-to-end customer lifecycle management, crafting effective customer/user experience strategies and designs, navigating digital shifts, and extracting valuable insights from "Voice of the Customer" data. Their diverse clientele spans various industries, such as consumer electronics, technology, e-commerce, and health insurance, as well as emerging global enterprises (IPOs), notable social media brands, and banking institutions. Concentrix Corporation was founded in 2009 and is headquartered in Fremont, California.

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
USD25.16 +1.59 (+6.75%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.45
Float Shares
47.35M
Free Float %
77.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+6.84% +7.32% +18.77% -13.75% -21.87% -31.96% -49.46% -67.96% -81.28% -64.64% -64.64%
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
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 (9 ratings, all time) Buy
Price Targets & DCF
Current price
25.16
Low 52.00 +106.7%
Consensus 52.00 +106.7%
Median 52.00 +106.7%
High 52.00 +106.7%
DCF (Unlevered) 348.10 +1,283.6%
DCF (Levered) 374.48 +1,388.4%

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) 75% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 1 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 4
67.25
+167.3%
All Time 10
81.60
+224.3%
Quality scores
Altman Z-Score
0.80
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B-
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
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Information Technology Services: +10.1%
    +2.2% Q2'26: +1.9% (vs Q2'25)
  • EPS growth Information Technology Services: +16.7%
    -648.8% Q2'26: +38.1% (vs Q2'25)
  • FCF margin FCF growth · Information Technology Services: +32.8%
    -9.7% Q2'26: -5.6% (vs Q2'25)
  • EBIT margin Information Technology Services: +9.0%
    -9.1% Q2'26: +0.0% (vs Q2'25)
  • ROIC Information Technology Services: +9.5%
    -12.6% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Information Technology Services: +0.0%
    -3.2% Q2'26: -3.7% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×
    -19.19× Q2'26: -7.45× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.36) × ERP
WACC = 28% × Ke + 72% × Kd (6.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 348.10 Current price: 25.16
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 Nov 2020
actual
Nov 2021
actual
Nov 2022
actual
Nov 2023
actual
Nov 2024
actual
Nov 2025
actual
Nov 2026
2 Rev. Ana.
2 EPS Ana.
Nov 2027
2 Rev. Ana.
2 EPS Ana.
Nov 2028
1 Rev. Ana.
1 EPS Ana.
Nov 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
4.72B
est: 4.66B (+1.3%)
5.59B
est: 5.58B (+0.1%)
6.32B
est: 6.37B (-0.7%)
7.11B
est: 7.88B (-9.7%)
9.62B
est: 9.61B (+0.0%)
9.83B
est: 9.81B (+0.2%)
10.11B
10.07B – 10.15B
+3.1% YoY
10.36B
10.32B – 10.40B
+2.5% YoY
10.79B
10.75B – 10.84B
+4.2% YoY
10.86B
10.82B – 10.90B
+0.6% YoY
EBITDA
592.77M
est: 663.97M (-10.7%)
855.92M
est: 763.05M (+12.2%)
984.62M
est: 813.03M (+21.1%)
997.53M
est: 886.51M (+12.5%)
1.33B
est: 1.08B (+22.7%)
-241.77M
est: 1.10B (-121.9%)
1.14B
1.13B – 1.14B
+3.1% YoY
1.17B
1.16B – 1.17B
+2.5% YoY
1.21B
1.21B – 1.22B
+4.2% YoY
1.22B
1.22B – 1.23B
+0.6% YoY
EBIT
316.21M
est: 398.33M (-20.6%)
578.74M
est: 510.50M (+13.4%)
675.08M
est: 593.52M (+13.7%)
609.23M
est: 425.20M (+43.3%)
621.10M
est: 518.75M (+19.7%)
-891.87M
est: 529.15M (-268.5%)
545.33M
543.25M – 547.51M
+3.1% YoY
559.07M
556.94M – 561.31M
+2.5% YoY
582.31M
580.09M – 584.65M
+4.2% YoY
585.82M
583.59M – 588.17M
+0.6% YoY
Net Income
164.81M
est: 398.90M (-58.7%)
405.58M
est: 361.82M (+12.1%)
435.05M
est: 442.20M (-1.6%)
313.84M
est: 297.82M (+5.4%)
251.22M
est: 700.47M (-64.1%)
-1.28B
est: 716.35M (-278.5%)
737.55M
729.00M – 746.10M
+3.0% YoY
808.60M
796.18M – 821.02M
+9.6% YoY
965.50M
960.72M – 970.53M
+19.4% YoY
957.07M
952.33M – 962.05M
-0.9% YoY
SGA
1.35B
est: 1.27B (+6.9%)
1.40B
est: 1.25B (+12.2%)
1.62B
est: 1.43B (+12.9%)
1.92B
est: 2.14B (-10.5%)
2.85B
est: 2.61B (+9.1%)
2.83B
est: 2.67B (+6.0%)
2.75B
2.74B – 2.76B
+3.1% YoY
2.82B
2.81B – 2.83B
+2.5% YoY
2.93B
2.92B – 2.95B
+4.2% YoY
2.95B
2.94B – 2.96B
+0.6% YoY
EPS
3.19
est: 6.13 (-48.0%)
7.78
est: 9.85 (-21.0%)
8.34
est: 12.07 (-30.9%)
5.72
est: 4.73 (+20.9%)
3.72
est: 11.12 (-66.6%)
-20.36
est: 11.37 (-279.0%)
11.71
11.57 – 11.84
+3.0% YoY
12.84
12.64 – 13.03
+9.6% YoY
15.32
15.25 – 15.40
+19.4% YoY
15.19
15.11 – 15.27
-0.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-27 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-26 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-22 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-21 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-20 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-19 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-18 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-15 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-14 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-13 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-12 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-11 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-08 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-07 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-06 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-05 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-04 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-01 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-30 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-29 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-28 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-27 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-24 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-23 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-22 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-21 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-20 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-17 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-16 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
514.12M
OE per share TTM
8.14
Owner's Yield
29.66%
Maintenance CapEx ratio
201.67%
Maint CapEx / Avg PPE
8.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
317
Total invested
1.85B
Insider transactions (90d)
1
Beneficial owners (>5%)
18
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Groupe Bruxelles Lambert 8.77M 13.11% 8.77M 8.77M OO 2023-10-05
2 GBL Verwaltung S.A. 8.70M 13.00% 8.70M 8.70M OO 2023-10-05
3 Sapiens S.àr.l. 8.70M 13.00% 8.70M 8.70M OO 2023-10-05
4 10.27% 5.30M 10.27% 5.30M 5.30M CO 2021-02-09
5 Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but 4.94M 9.44% 4.94M 4.94M CO 2022-02-14
6 (2) 4.42M 8.48% 4.42M 4.42M CO Taiwan 2022-08-01
7 Abigail P. Johnson 4.39M 8.49% 4.39M IN United States of America 2021-02-08
8 FMR LLC 4.39M 8.49% 499.9K 4.39M HC Delaware 2021-02-08
9 The Vanguard Group - 23-1945930 4.14M 7.92% 20.8K 4.08M 59.1K IA Pennsylvania 2022-02-09
10 (1) BlackRock, Inc. 3.63M 6.90% 3.44M 3.63M HC Delaware 2022-02-03
11 Christian Asmar 3.40M 5.10% 3.40M 10.00 IN United States of America 2023-10-17
12 Impactive Capital LLC 3.40M 5.10% 3.40M 10.00 OO Delaware 2023-10-17
13 Impactive Capital LP 3.40M 5.10% 3.40M 10.00 IA, PN Delaware 2023-10-17
14 Lauren Taylor Wolfe 3.40M 5.10% 3.40M 10.00 IN United States of America 2023-10-17
15 Fidelity Low-Priced Stock Fund 2.66M 5.14% 2.66M IV Massachusetts 2021-02-08
16 FINPAR VI SA 38.6K 0.06% 38.6K 38.6K OO 2023-10-05
17 FINPAR V SA 36.0K 0.05% 36.0K 36.0K OO 2023-10-05
18 95-1411037 13.00 7.90% 4.15M 4.16M IA Delaware 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
317
-35 vs prev Q
New positions
55
Closed positions
91
Increased
182
Reduced
79
Put/Call ratio
6.87
Calls held
309.6K
Puts held
2.13M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 GROUPE BRUXELLES LAMBERT 8.77M +— (+0.0%) 364.81M -40.1M (-9.9%) 13.92% +0.069 pp 100.00% +0.000 pp USD98.21 -57.7% 9 qtrs
2 VANGUARD GROUP INC 4.93M -124.5K (-2.5%) 205.09M -28.3M (-12.1%) 7.83% -0.158 pp 0.00% -0.001 pp USD107.42 -61.3% 21 qtrs
3 BLACKROCK, INC. 3.83M -33.5K (-0.9%) 159.12M -19.0M (-10.7%) 6.07% -0.023 pp 0.00% 0.000 pp USD51.08 -18.6% 6 qtrs
4 AQR CAPITAL MANAGEMENT LLC 2.95M -1.4M (-32.7%) 122.67M -79.5M (-39.3%) 4.75% -2.165 pp 0.06% -0.065 pp USD56.79 -26.8% 21 qtrs
5 PZENA INVESTMENT MANAGEMENT LLC 2.93M +714.6K (+32.3%) 121.71M +19.6M (+19.2%) 4.65% +1.151 pp 0.36% +0.034 pp USD55.66 -25.3% 9 qtrs
6 FMR LLC 2.81M -18.7K (-0.7%) 116.80M -13.7M (-10.5%) 4.53% +0.060 pp 0.01% -0.001 pp USD70.11 -40.7% 21 qtrs
7 DIMENSIONAL FUND ADVISORS LP 2.49M +551.8K (+28.4%) 103.59M +14.1M (+15.7%) 3.95% +0.891 pp 0.02% +0.003 pp USD64.06 -35.1% 21 qtrs
8 FIL LTD 2.49M -30.8K (-1.2%) 103.54M -12.8M (-11.0%) 4.01% +0.031 pp 0.08% -0.014 pp USD107.17 -61.2% 21 qtrs
9 1832 ASSET MANAGEMENT L.P. 2.27M +722.5K (+46.6%) 94.51M +23.0M (+32.1%) 3.61% +1.159 pp 0.07% +0.016 pp USD52.40 -20.6% 7 qtrs
10 FULLER & THALER ASSET MANAGEMENT, INC. 2.01M -215.9K (-9.7%) 83.77M -19.2M (-18.6%) 3.20% -0.325 pp 0.28% -0.067 pp USD51.20 -18.8% 21 qtrs
11 STATE STREET CORP 1.49M -68.9K (-4.4%) 62.03M -10.0M (-13.9%) 2.37% -0.097 pp 0.00% 0.000 pp USD98.35 -57.7% 21 qtrs
12 LYRICAL ASSET MANAGEMENT LP 1.19M -86.4K (-6.8%) 49.55M -9.4M (-16.0%) 1.89% -0.127 pp 0.65% -0.183 pp USD98.28 -57.7% 21 qtrs
13 MORGAN STANLEY 1.10M +201.1K (+22.4%) 45.66M +4.3M (+10.3%) 1.74% +0.326 pp 0.00% +0.000 pp USD66.24 -37.2% 21 qtrs
14 COPELAND CAPITAL MANAGEMENT, LLC 1.09M -121.6K (-10.0%) 45.28M -10.6M (-19.0%) 1.73% -0.183 pp 1.01% -0.153 pp USD68.62 -39.4% 9 qtrs
15 PRUDENTIAL FINANCIAL INC 937.6K +615.4K (+191.0%) 38.99M +24.1M (+162.1%) 1.49% +0.979 pp 0.05% +0.029 pp USD44.40 -6.4% 3 qtrs
16 GEODE CAPITAL MANAGEMENT, LLC 879.5K -52.3K (-5.6%) 36.58M -6.4M (-15.0%) 1.40% -0.076 pp 0.00% -0.001 pp USD102.80 -59.6% 21 qtrs
17 INVENOMIC CAPITAL MANAGEMENT LP 874.2K +51.9K (+6.3%) 36.35M -1.6M (-4.2%) 1.41% +0.110 pp 1.69% -0.145 pp USD49.94 -16.7% 7 qtrs
18 APOLLO MANAGEMENT HOLDINGS, L.P. 829.7K +571.4K (+221.2%) 34.50M +22.6M (+189.4%) 1.32% +0.909 pp 0.28% +0.152 pp USD43.00 -3.3% 2 qtrs
19 FIRST TRUST ADVISORS LP 805.9K +220.6K (+37.7%) 33.51M +6.5M (+24.1%) 1.28% +0.355 pp 0.02% +0.004 pp USD61.93 -32.9% 19 qtrs
20 BANK OF NEW YORK MELLON CORP 709.8K +433.7K (+157.1%) 29.51M +16.8M (+131.7%) 1.13% +0.691 pp 0.01% +0.003 pp USD65.43 -36.5% 21 qtrs
21 BOSTON PARTNERS 568.2K -54.1K (-8.7%) 23.41M -5.5M (-19.1%) 0.90% -0.081 pp 0.02% -0.006 pp USD75.60 -45.0% 21 qtrs
22 ALYESKA INVESTMENT GROUP, L.P. 551.1K +551.1K (+100.0%) 22.91M +22.9M (+100.0%) 0.87% +0.875 pp 0.06% +0.065 pp USD41.58 +0.0% 5 qtrs
23 CAPITAL MANAGEMENT CORP /VA 511.7K +39.1K (+8.3%) 21.28M -536.2K (-2.5%) 0.81% +0.066 pp 3.49% +0.060 pp USD50.08 -17.0% 3 qtrs
24 LOOMIS SAYLES & CO L P 500.3K +4.5K (+0.9%) 20.80M -2.1M (-9.1%) 0.79% +0.011 pp 0.03% -0.002 pp USD81.23 -48.8% 21 qtrs
25 INVESCO LTD. 478.8K +67.0K (+16.3%) 19.91M +905.6K (+4.8%) 0.76% +0.110 pp 0.00% +0.000 pp USD58.34 -28.7% 21 qtrs
26 D. E. SHAW & CO., INC. 478.6K +376.1K (+367.0%) 19.90M +15.2M (+320.7%) 0.77% +0.609 pp 0.01% +0.008 pp USD42.56 -2.3% 4 qtrs
27 NORTHERN TRUST CORP 471.2K -38.1K (-7.5%) 19.59M -3.9M (-16.6%) 0.76% -0.045 pp 0.00% -0.001 pp USD85.59 -51.4% 21 qtrs
28 JUPITER ASSET MANAGEMENT LTD 466.2K +466.2K (+100.0%) 19.38M +19.4M (+100.0%) 0.74% +0.740 pp 0.16% +0.155 pp USD41.58 +0.0% 1 qtrs NEW
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 427.9K +4.6K (+1.1%) 17.79M -1.7M (-8.9%) 0.69% +0.021 pp 0.00% 0.000 pp USD91.38 -54.5% 21 qtrs
30 QUANTINNO CAPITAL MANAGEMENT LP 396.7K +122.2K (+44.5%) 16.49M +3.8M (+30.2%) 0.64% +0.206 pp 0.03% -0.001 pp USD51.22 -18.8% 17 qtrs
31 MARSHALL WACE, LLP 394.7K +360.7K (+1,062.2%) 16.41M +14.8M (+947.1%) 0.63% +0.573 pp 0.01% +0.013 pp USD42.14 -1.3% 7 qtrs
32 UBS GROUP AG 368.8K -69.8K (-15.9%) 15.34M -4.9M (-24.2%) 0.59% -0.107 pp 0.00% -0.001 pp USD45.77 -9.2% 21 qtrs
33 BRIDGEWAY CAPITAL MANAGEMENT, LLC 344.2K +344.2K (+100.0%) 14.31M +14.3M (+100.0%) 0.55% +0.546 pp 0.30% +0.300 pp USD41.58 +0.0% 1 qtrs NEW
34 NORGES BANK 340.1K +340.1K (+100.0%) 14.14M +14.1M (+100.0%) 0.54% +0.540 pp 0.00% +0.002 pp USD41.58 +0.0% 1 qtrs NEW
35 SEI INVESTMENTS CO 288.1K +110.3K (+62.1%) 11.98M +3.8M (+46.0%) 0.46% +0.183 pp 0.01% +0.003 pp USD56.85 -26.9% 21 qtrs
36 BANK OF AMERICA CORP /DE/ 283.3K +8.2K (+3.0%) 11.78M -917.2K (-7.2%) 0.45% +0.015 pp 0.00% +0.000 pp USD65.22 -36.2% 21 qtrs
37 GOLDMAN SACHS GROUP INC 271.1K +4.0K (+1.5%) 11.27M -1.1M (-8.6%) 0.43% +0.008 pp 0.00% 0.000 pp USD65.81 -36.8% 21 qtrs
38 LSV ASSET MANAGEMENT 257.3K +73.7K (+40.2%) 10.70M +2.2M (+26.3%) 0.41% +0.118 pp 0.02% +0.005 pp USD50.69 -18.0% 21 qtrs
39 EMPOWERED FUNDS, LLC 252.2K +246.5K (+4,359.8%) 10.49M +10.2M (+3,918.1%) 0.40% +0.391 pp 0.08% +0.081 pp USD41.83 -0.6% 3 qtrs
40 NUVEEN, LLC 231.7K +11.5K (+5.2%) 9.63M -526.0K (-5.2%) 0.37% +0.020 pp 0.00% 0.000 pp USD53.00 -21.5% 4 qtrs
41 FRANKLIN RESOURCES INC 222.6K +1.6K (+0.7%) 9.26M -944.5K (-9.3%) 0.35% +0.004 pp 0.00% 0.000 pp USD49.65 -16.3% 6 qtrs
42 THOMPSON INVESTMENT MANAGEMENT, INC. 216.2K +58.3K (+36.9%) 8.99M +1.7M (+23.3%) 0.34% +0.094 pp 1.13% +0.155 pp USD44.33 -6.2% 8 qtrs
43 ENVESTNET ASSET MANAGEMENT INC 207.2K -53.6K (-20.5%) 8.61M -3.4M (-28.4%) 0.33% -0.083 pp 0.00% -0.001 pp USD62.24 -33.2% 21 qtrs
44 JPMORGAN CHASE & CO 195.8K +6.7K (+3.5%) 8.14M -587.3K (-6.7%) 0.31% +0.012 pp 0.00% +0.000 pp USD95.51 -56.5% 21 qtrs
45 VICTORY CAPITAL MANAGEMENT INC 194.5K +65.0K (+50.2%) 8.09M +2.1M (+35.4%) 0.31% +0.104 pp 0.00% +0.001 pp USD50.44 -17.6% 21 qtrs
46 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 191.6K -8.1K (-4.1%) 7.89M -1.7M (-18.0%) 0.30% -0.011 pp 0.01% -0.003 pp USD46.15 -9.9% 2 qtrs
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 188.0K +36.6K (+24.1%) 7.82M +828.5K (+11.9%) 0.30% +0.059 pp 0.00% +0.000 pp USD46.78 -11.1% 15 qtrs
48 IEQ CAPITAL, LLC 186.2K -119.4K (-39.1%) 7.74M -6.4M (-45.1%) 0.30% -0.187 pp 0.02% -0.020 pp USD53.04 -21.6% 4 qtrs
49 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 184.2K +88.7K (+92.9%) 7.66M +3.3M (+73.8%) 0.29% +0.142 pp 0.26% +0.089 pp USD48.67 -14.6% 4 qtrs
50 GOTHAM ASSET MANAGEMENT, LLC 175.0K -163.2K (-48.3%) 7.27M -8.3M (-53.4%) 0.28% -0.256 pp 0.03% -0.041 pp USD46.95 -11.4% 17 qtrs
51 STIFEL FINANCIAL CORP 153.1K +3.3K (+2.2%) 6.36M -548.8K (-7.9%) 0.25% +0.010 pp 0.01% -0.001 pp USD52.62 -21.0% 9 qtrs
52 ALLIANCEBERNSTEIN L.P. 148.9K +98.7K (+196.7%) 6.19M +3.9M (+167.3%) 0.24% +0.157 pp 0.00% +0.001 pp USD54.62 -23.9% 21 qtrs
53 BRIDGEWATER ASSOCIATES, LP 145.8K -18.5K (-11.3%) 6.06M -1.5M (-20.1%) 0.23% -0.028 pp 0.02% -0.008 pp USD53.03 -21.6% 9 qtrs
54 MAN GROUP PLC 145.4K +111.0K (+322.0%) 6.05M +4.5M (+280.2%) 0.23% +0.180 pp 0.01% +0.008 pp USD43.06 -3.4% 7 qtrs
55 BRAGG FINANCIAL ADVISORS, INC 137.2K -56.7K (-29.2%) 5.70M -3.2M (-36.2%) 0.22% -0.089 pp 0.19% -0.110 pp USD85.48 -51.4% 21 qtrs
56 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 136.4K +136.4K (+100.0%) 5.67M +5.7M (+100.0%) 0.22% +0.217 pp 0.00% +0.003 pp USD41.58 +0.0% 4 qtrs
57 CERITY PARTNERS LLC 121.5K -18.2K (-13.1%) 5.05M -1.4M (-21.7%) 0.19% -0.028 pp 0.01% -0.003 pp USD52.12 -20.2% 8 qtrs
58 UBS ASSET MANAGEMENT AMERICAS INC 120.6K -17.9K (-12.9%) 5.02M -1.4M (-21.5%) 0.19% -0.027 pp 0.00% 0.000 pp USD86.06 -51.7% 20 qtrs
59 RAYMOND JAMES FINANCIAL INC 120.5K -22.2K (-15.6%) 5.01M -1.6M (-23.9%) 0.19% -0.031 pp 0.00% -0.001 pp USD45.18 -8.0% 5 qtrs
60 RHUMBLINE ADVISERS 113.3K -5.4K (-4.5%) 4.71M -765.6K (-14.0%) 0.18% -0.008 pp 0.00% -0.001 pp USD101.56 -59.1% 21 qtrs
61 CITADEL ADVISORS LLC 102.8K +61.8K (+150.4%) 4.27M +2.4M (+125.6%) 0.16% +0.098 pp 0.00% +0.000 pp USD46.33 -10.3% 21 qtrs
62 LEGAL & GENERAL GROUP PLC 99.9K -4.0K (-3.9%) 4.16M -643.4K (-13.4%) 0.16% -0.006 pp 0.00% 0.000 pp USD103.53 -59.8% 21 qtrs
63 KESTREL INVESTMENT MANAGEMENT CORP 98.5K -3.6K (-3.5%) 4.09M -616.0K (-13.1%) 0.16% -0.005 pp 2.32% -0.334 pp USD55.64 -25.3% 4 qtrs
64 PRINCIPAL FINANCIAL GROUP INC 95.1K -4.4K (-4.4%) 3.95M -637.4K (-13.9%) 0.15% -0.006 pp 0.00% 0.000 pp USD118.25 -64.8% 21 qtrs
65 ROUND HILL ASSET MANAGEMENT 87.4K +57.6K (+193.8%) 3.63M +2.3M (+164.7%) 0.14% +0.092 pp 2.29% +1.386 pp USD43.14 -3.6% 2 qtrs
66 PARADIGM CAPITAL MANAGEMENT INC/NY 86.3K -530.5K (-86.0%) 3.59M -24.9M (-87.4%) 0.14% -0.837 pp 0.15% -1.083 pp USD71.75 -42.0% 21 qtrs
67 HRT FINANCIAL LP 86.1K +48.3K (+127.8%) 3.58M +1.8M (+105.2%) 0.14% +0.077 pp 0.01% +0.005 pp USD43.59 -4.6% 2 qtrs
68 HUSSMAN STRATEGIC ADVISORS, INC. 84.0K +42.0K (+100.0%) 3.49M +1.6M (+80.2%) 0.13% +0.067 pp 0.84% +0.424 pp USD43.87 -5.2% 4 qtrs
69 NORDEA INVESTMENT MANAGEMENT AB 82.9K -10.2K (-11.0%) 3.45M -870.9K (-20.1%) 0.13% -0.016 pp 0.00% -0.001 pp USD74.57 -44.2% 21 qtrs
70 TREXQUANT INVESTMENT LP 79.4K +66.2K (+502.3%) 3.30M +2.7M (+442.7%) 0.13% +0.105 pp 0.03% +0.023 pp USD42.34 -1.8% 4 qtrs
71 MILLENNIUM MANAGEMENT LLC 77.4K -75.0K (-49.2%) 3.22M -3.8M (-54.3%) 0.12% -0.118 pp 0.00% -0.002 pp USD47.15 -11.8% 20 qtrs
72 STATE OF ALASKA, DEPARTMENT OF REVENUE 77.0K -460.0 (-0.6%) 3.20M -374.0K (-10.5%) 0.12% 0.000 pp 0.03% -0.003 pp USD111.00 -62.5% 21 qtrs
73 SWEDBANK AB 76.3K +— (+0.0%) 3.17M -348.7K (-9.9%) 0.12% +0.001 pp 0.00% -0.001 pp USD46.15 -9.9% 2 qtrs
74 WALLEYE TRADING LLC 75.3K +71.9K (+2,114.7%) 3.13M +3.0M (+1,895.4%) 0.12% +0.116 pp 0.00% +0.004 pp USD41.87 -0.7% 15 qtrs
75 SQUAREPOINT OPS LLC 73.6K +73.6K (+100.0%) 3.06M +3.1M (+100.0%) 0.12% +0.119 pp 0.00% +0.003 pp USD41.58 +0.0% 1 qtrs NEW
76 SWISS NATIONAL BANK 73.2K +— (+0.0%) 3.04M -334.5K (-9.9%) 0.12% +0.001 pp 0.00% 0.000 pp USD103.76 -59.9% 21 qtrs
77 MAGNETAR FINANCIAL LLC 72.0K +72.0K (+100.0%) 2.99M +3.0M (+100.0%) 0.11% +0.114 pp 0.03% +0.029 pp USD41.58 +0.0% 1 qtrs NEW
78 CITIGROUP INC 71.1K +37.0K (+108.4%) 2.96M +1.4M (+87.8%) 0.11% +0.061 pp 0.00% +0.001 pp USD45.19 -8.0% 21 qtrs
79 NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. 64.5K +14.0K (+27.7%) 2.68M +351.4K (+15.1%) 0.10% +0.024 pp 1.30% +0.306 pp USD54.49 -23.7% 11 qtrs
80 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 61.6K +20.0K (+47.9%) 2.56M +642.3K (+33.4%) 0.10% +0.032 pp 0.00% +0.001 pp USD50.59 -17.8% 4 qtrs
81 LEUTHOLD GROUP, LLC 61.5K +755.0 (+1.2%) 2.56M -246.0K (-8.8%) 0.10% +0.002 pp 0.28% -0.031 pp USD54.94 -24.3% 4 qtrs
82 LPL FINANCIAL LLC 60.6K +22.2K (+57.6%) 2.52M +746.0K (+42.0%) 0.10% +0.036 pp 0.00% +0.000 pp USD43.60 -4.6% 5 qtrs
83 HSBC HOLDINGS PLC 59.1K +22.2K (+60.1%) 2.46M +753.7K (+44.2%) 0.09% +0.036 pp 0.00% +0.000 pp USD58.03 -28.3% 21 qtrs
84 CAMPBELL & CO INVESTMENT ADVISER LLC 53.9K +53.9K (+100.0%) 2.24M +2.2M (+100.0%) 0.09% +0.086 pp 0.11% +0.108 pp USD41.58 +0.0% 1 qtrs NEW
85 BREVAN HOWARD CAPITAL MANAGEMENT LP 53.4K +33.6K (+169.5%) 2.22M +1.3M (+142.8%) 0.08% +0.053 pp 0.02% +0.020 pp USD43.10 -3.5% 6 qtrs
86 RETIREMENT SYSTEMS OF ALABAMA 53.0K -1.1K (-1.9%) 2.21M -291.0K (-11.7%) 0.08% -0.001 pp 0.01% -0.001 pp USD125.99 -67.0% 21 qtrs
87 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 49.6K -869.0 (-1.7%) 2.06M -267.0K (-11.5%) 0.08% -0.001 pp 0.00% -0.001 pp USD109.67 -62.1% 21 qtrs
88 ALLIANZ ASSET MANAGEMENT GMBH 47.9K +47.9K (+100.0%) 1.99M +2.0M (+100.0%) 0.08% +0.076 pp 0.00% +0.002 pp USD41.58 +0.0% 1 qtrs NEW
89 VIRGINIA RETIREMENT SYSTEMS ET AL 47.9K +22.0K (+85.1%) 1.99M +796.6K (+66.8%) 0.08% +0.035 pp 0.01% +0.004 pp USD49.10 -15.3% 4 qtrs
90 MARINER, LLC 47.6K +14.5K (+43.7%) 1.98M +451.5K (+29.5%) 0.08% +0.024 pp 0.00% +0.000 pp USD48.97 -15.1% 12 qtrs
91 SUMMITTX CAPITAL, L.P. 45.8K +33.3K (+268.0%) 1.90M +1.3M (+231.6%) 0.07% +0.053 pp 0.06% +0.034 pp USD44.84 -7.3% 4 qtrs
92 NEUBERGER BERMAN GROUP LLC 45.3K -8.1K (-15.2%) 1.88M -580.9K (-23.6%) 0.07% -0.011 pp 0.00% 0.000 pp USD59.77 -30.4% 9 qtrs
93 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 43.4K +— (+0.0%) 1.81M -198.5K (-9.9%) 0.07% +0.000 pp 0.00% 0.000 pp USD83.73 -50.3% 21 qtrs
94 RUSSELL INVESTMENTS GROUP, LTD. 41.1K -145.5K (-78.0%) 1.71M -6.9M (-80.2%) 0.07% -0.229 pp 0.00% -0.008 pp USD55.75 -25.4% 20 qtrs
95 ROYAL BANK OF CANADA 41.0K -151.9K (-78.8%) 1.70M -7.2M (-80.9%) 0.07% -0.240 pp 0.00% -0.001 pp USD55.84 -25.5% 21 qtrs
96 INTECH INVESTMENT MANAGEMENT LLC 40.5K +31.6K (+353.5%) 1.68M +1.3M (+308.6%) 0.06% +0.050 pp 0.02% +0.011 pp USD43.71 -4.9% 6 qtrs
97 AMERIPRISE FINANCIAL INC 40.2K -34.3K (-46.0%) 1.68M -1.8M (-51.1%) 0.06% -0.053 pp 0.00% 0.000 pp USD96.05 -56.7% 21 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 148 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco S&P SmallCap 600 Pure Value ETF RZV 1.15% 3.22M 0.35%
2 Invesco Zacks Multi-Asset Income ETF CVY 0.84% 1.01M 1.22%
3 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.71% 2.82M 0.38%
4 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.66% 4.19M 0.56%
5 Invesco S&P SmallCap 600 Revenue ETF RWJ 0.53% 10.53M 0.39%
6 Research Affiliates Deletions ETF NIXT 0.43% 148.1K 0.09%
7 WisdomTree U.S. SmallCap Fund EES 0.33% 2.41M 0.38%
8 Invesco S&P SmallCap Industrials ETF PSCI 0.31% 574.2K 0.29%
9 First Trust US Equity Income UCITS ETF UIND.L 0.29% 1.18M 0.65%
10 First Trust US Equity Income UCITS ETF UNCU.L 0.29% 120.9K 0.65%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.00
Bearish
Buys
1
Sells
1
Shares acquired
2.5K
Shares disposed
6.00M
Cash buys
1.00
Cash sales
1.00
Net activity
-5,997,500
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
2026-04-29 Groupe Bruxelles Lambert 10% Owner S-Sale D Common Stock 6,000,000 22.25 133.50M 2,773,667 I
2026-04-09 Valentine Andre S Officer P-Purchase A Common Stock 2,500 27.95 69.9K 89,066 D
2026-03-26 Caldwell Christopher A Director / Officer P-Purchase A Common Stock 1,000 26.97 27.0K 357,382 D
2026-03-25 VEZINA ANN F Director A-Award A Common Stock 7,701 0.00 19,648 D
2026-03-25 POLK DENNIS Director A-Award A Common Stock 7,701 0.00 28,924 D
2026-03-25 OGUT BILGE Director 0 0.00 0
2026-03-25 Marinello Kathryn V Director A-Award A Common Stock 7,701 0.00 17,704 D
2026-03-25 Hayley Kathryn Director A-Award A Common Stock 7,701 0.00 17,712 D
2026-03-25 Deason Jennifer Director A-Award A Common Stock 7,701 0.00 17,704 D
2026-03-25 Council LaVerne H Director A-Award A Common Stock 7,701 0.00 17,704 D
2026-03-25 Cheng Chih-Kai Director 0 0.00 0
2026-02-01 Valentine Andre S Officer F-InKind D Common Stock 864 37.35 32.3K 86,566 D
2026-02-01 Twomey Cormac J Officer F-InKind D Common Stock 1,439 37.35 53.7K 56,995 D
2026-02-01 Gibson Craig Officer F-InKind D Common Stock 799 37.35 29.8K 53,599 D
2026-02-01 Fogarty Jane Officer F-InKind D Common Stock 563 37.35 21.0K 31,030 D
2026-02-01 Caldwell Christopher A Director / Officer F-InKind D Common Stock 5,693 37.35 212.6K 356,382 D
2026-01-29 Caldwell Christopher A Director / Officer P-Purchase A Common Stock 1,000 37.07 37.1K 362,075 D
2026-01-28 Valentine Andre S Officer F-InKind D Common Stock 130 36.32 4.7K 87,430 D
2026-01-28 Twomey Cormac J Officer A-Award A Common Stock 491 0.00 58,665 D
2026-01-28 Fogarty Jane Officer F-InKind D Common Stock 79 36.32 2.9K 31,593 D
2026-01-28 Caldwell Christopher A Director / Officer F-InKind D Common Stock 1,210 36.32 43.9K 361,075 D
2026-01-27 Valentine Andre S Officer F-InKind D Common Stock 278 41.61 11.6K 87,124 D
2026-01-27 Twomey Cormac J Officer F-InKind D Common Stock 495 41.61 20.6K 58,174 D
2026-01-27 Fogarty Jane Officer F-InKind D Common Stock 168 41.61 7.0K 31,452 D
2026-01-27 Caldwell Christopher A Director / Officer F-InKind D Common Stock 2,591 41.61 107.8K 359,430 D
2026-01-26 Valentine Andre S Officer F-InKind D Common Stock 164 42.69 7.0K 87,402 D
2026-01-26 Twomey Cormac J Officer F-InKind D Common Stock 292 42.69 12.5K 58,669 D
2026-01-26 Fogarty Jane Officer F-InKind D Common Stock 105 42.69 4.5K 31,620 D
2026-01-26 Caldwell Christopher A Director / Officer F-InKind D Common Stock 1,751 42.69 74.8K 362,021 D
2026-01-24 Valentine Andre S Officer F-InKind D Common Stock 1,994 43.22 86.2K 87,566 D
2026-01-24 Twomey Cormac J Officer F-InKind D Common Stock 2,893 43.22 125.0K 58,961 D
2026-01-24 Gibson Craig Officer F-InKind D Common Stock 1,625 43.22 70.2K 54,398 D
2026-01-24 Fogarty Jane Officer F-InKind D Common Stock 1,319 43.22 57.0K 31,725 D
2026-01-24 Caldwell Christopher A Director / Officer F-InKind D Common Stock 10,105 43.22 436.7K 363,772 D
2026-01-21 Valentine Andre S Officer A-Award A Common Stock 25,694 0.00 89,560 D
2026-01-21 Twomey Cormac J Officer A-Award A Common Stock 26,724 0.00 61,854 D
2026-01-21 Gibson Craig Officer A-Award A Common Stock 15,015 0.00 56,023 D
2026-01-21 Fogarty Jane Officer A-Award A Common Stock 13,913 0.00 33,044 D
2026-01-21 Caldwell Christopher A Director / Officer A-Award A Common Stock 93,291 0.00 373,877 D
2025-12-01 Caldwell Christopher A Director / Officer F-InKind D Common Stock 7,075 36.52 258.4K 280,586 D
2025-11-28 Twomey Cormac J Officer S-Sale D Common Stock 500 35.50 17.8K 35,130 D
2025-10-31 Caldwell Christopher A Director / Officer P-Purchase A Common Stock 1,000 40.00 40.0K 287,661 D
2025-10-30 Twomey Cormac J Officer S-Sale D Common Stock 500 42.53 21.3K 35,630 D
2025-10-30 Caldwell Christopher A Director / Officer P-Purchase A Common Stock 2,000 42.03 84.1K 286,661 D
2025-10-29 Caldwell Christopher A Director / Officer G-Gift D Common Stock 20,684 0.00 284,661 D
2025-10-27 Gibson Craig Officer F-InKind D Common Stock 1,403 46.04 64.6K 41,008 D
2025-10-10 Caldwell Christopher A Director / Officer P-Purchase A Common Stock 1,000 45.35 45.4K 305,345 D
2025-10-07 Caldwell Christopher A Director / Officer F-InKind D Common Stock 390 47.76 18.6K 304,345 D
2025-10-05 Fogarty Jane Officer F-InKind D Common Stock 126 48.26 6.1K 19,131 D
2025-09-30 Twomey Cormac J Officer S-Sale D Common Stock 500 47.08 23.5K 36,130 D
2025-09-30 Caldwell Christopher A Director / Officer P-Purchase A Common Stock 1,000 47.44 47.4K 304,362 D
2025-08-29 Twomey Cormac J Officer S-Sale D Common Stock 500 50.25 25.1K 36,630 D
2025-07-30 Twomey Cormac J Officer S-Sale D Common Stock 500 57.91 29.0K 37,130 D
2025-06-30 Twomey Cormac J Officer S-Sale D Common Stock 500 52.56 26.3K 37,630 D
2025-05-30 Twomey Cormac J Officer S-Sale D Common Stock 500 57.06 28.5K 38,130 D
2025-04-30 Twomey Cormac J Officer S-Sale D Common Stock 500 50.70 25.4K 38,630 D
2025-04-21 Caldwell Christopher A Director / Officer P-Purchase A Common Stock 1,000 46.00 46.0K 303,362 D
2025-04-16 Duha Olivier Director S-Sale D Common Stock 11,512 48.20 554.9K 1,144,350 D
2025-04-15 Duha Olivier Director S-Sale D Common Stock 6,893 49.42 340.6K 16,675 I
2025-03-31 Twomey Cormac J Officer S-Sale D Common Stock 500 55.31 27.7K 39,130 D
2025-03-25 VEZINA ANN F Director A-Award A Common Stock 3,873 0.00 11,947 D
2025-03-25 POLK DENNIS Director A-Award A Common Stock 3,873 0.00 21,223 D
2025-03-25 Marinello Kathryn V Director A-Award A Common Stock 3,873 0.00 10,003 D
2025-03-25 Hayley Kathryn Director A-Award A Common Stock 3,873 0.00 10,011 D
2025-03-25 Gheysens Nicolas Director A-Award A Common Stock 3,873 0.00 7,826 D
2025-03-25 Duha Olivier Director A-Award A Common Stock 3,873 0.00 1,185,306 D
2025-03-25 Deason Jennifer Director A-Award A Common Stock 3,873 0.00 10,003 D
2025-03-25 Council LaVerne H Director A-Award A Common Stock 3,873 0.00 10,003 D
2025-03-25 Chou Teh-Chien Director A-Award A Common Stock 3,873 0.00 10,003 D
2025-02-28 Twomey Cormac J Officer S-Sale D Common Stock 500 45.14 22.6K 39,630 D
2025-02-01 Valentine Andre S Officer F-InKind D Common Stock 865 52.28 45.2K 63,866 D
2025-02-01 Twomey Cormac J Officer F-InKind D Common Stock 1,439 52.28 75.2K 40,130 D
2025-02-01 Gibson Craig Officer F-InKind D Common Stock 799 52.28 41.8K 42,411 D
2025-02-01 Fogarty Jane Officer F-InKind D Common Stock 638 52.28 33.4K 19,257 D
2025-02-01 Caldwell Christopher A Director / Officer F-InKind D Common Stock 4,878 52.28 255.0K 302,362 D
2025-01-29 Valentine Andre S Officer F-InKind D Common Stock 269 53.96 14.5K 64,731 D
2025-01-29 Twomey Cormac J Officer S-Sale D Common Stock 500 55.60 27.8K 41,111 D
2025-01-29 Fogarty Jane Officer A-Award A Common Stock 384 0.00 20,053 D
2025-01-29 Caldwell Christopher A Director / Officer A-Award A Common Stock 5,774 0.00 308,646 D
2025-01-27 Valentine Andre S Officer F-InKind D Common Stock 327 53.51 17.5K 64,231 D
2025-01-27 Twomey Cormac J Officer F-InKind D Common Stock 495 53.51 26.5K 41,611 D
2025-01-27 Fogarty Jane Officer F-InKind D Common Stock 194 53.51 10.4K 19,669 D
2025-01-27 Caldwell Christopher A Director / Officer F-InKind D Common Stock 1,490 53.51 79.7K 302,872 D
2025-01-26 Valentine Andre S Officer F-InKind D Common Stock 193 52.54 10.1K 64,558 D
2025-01-26 Twomey Cormac J Officer F-InKind D Common Stock 292 52.54 15.3K 42,106 D
2025-01-26 Fogarty Jane Officer F-InKind D Common Stock 114 52.54 6.0K 19,863 D
2025-01-26 Caldwell Christopher A Director / Officer F-InKind D Common Stock 1,117 52.54 58.7K 304,362 D
2025-01-24 Valentine Andre S Officer A-Award A Common Stock 18,557 0.00 64,751 D
2025-01-24 Twomey Cormac J Officer A-Award A Common Stock 18,462 0.00 42,398 D
2025-01-24 Gibson Craig Officer A-Award A Common Stock 10,373 0.00 43,210 D
2025-01-24 Fogarty Jane Officer A-Award A Common Stock 9,611 0.00 19,977 D
2025-01-24 Caldwell Christopher A Director / Officer A-Award A Common Stock 70,574 0.00 305,479 D
2025-01-22 Hayley Kathryn Director P-Purchase A Common Stock 500 50.22 25.1K 3,034 I
2024-12-30 Twomey Cormac J Officer S-Sale D Common Stock 500 44.05 22.0K 23,936 D
2024-12-01 Caldwell Christopher A Director / Officer F-InKind D Common Stock 6,574 44.95 295.5K 234,905 D
2024-11-29 Twomey Cormac J Officer S-Sale D Common Stock 500 45.15 22.6K 24,436 D
2024-10-29 Twomey Cormac J Officer S-Sale D Common Stock 500 44.18 22.1K 24,936 D
2024-10-27 Gibson Craig Officer F-InKind D Common Stock 1,403 44.52 62.5K 32,837 D
2024-10-07 Valentine Andre S Officer F-InKind D Common Stock 1,239 51.62 64.0K 46,194 D
2024-10-07 Twomey Cormac J Officer F-InKind D Common Stock 1,964 51.62 101.4K 25,436 D
2024-10-07 Caldwell Christopher A Director / Officer F-InKind D Common Stock 362 51.62 18.7K 241,479 D
2024-10-05 Fogarty Jane Officer F-InKind D Common Stock 126 52.58 6.6K 10,366 D
2024-10-04 Caldwell Christopher A Director / Officer M-Exempt A Common Stock 12,928 31.39 405.8K 251,664 D
2024-10-02 Valentine Andre S Officer F-InKind D Common Stock 242 51.70 12.5K 47,433 D
2024-10-02 Twomey Cormac J Officer F-InKind D Common Stock 383 51.70 19.8K 27,400 D
2024-10-02 POLK DENNIS Director F-InKind D Common Stock 712 51.70 36.8K 17,350 D
2024-10-02 Caldwell Christopher A Director / Officer F-InKind D Common Stock 392 51.70 20.3K 238,736 D
2024-09-30 Twomey Cormac J Officer S-Sale D Common Stock 1,544 51.38 79.3K 27,783 D
2024-08-29 Twomey Cormac J Officer S-Sale D Common Stock 400 74.63 29.9K 29,327
2024-07-29 Twomey Cormac J Officer S-Sale D Common Stock 400 67.23 26.9K 29,727
2024-06-28 Twomey Cormac J Officer S-Sale D Common Stock 400 63.21 25.3K 30,127
2024-05-29 Twomey Cormac J Officer S-Sale D Common Stock 400 61.28 24.5K 30,527
2024-04-29 Twomey Cormac J Officer S-Sale D Common Stock 400 55.01 22.0K 30,927
2024-04-19 Caldwell Christopher A Director / Officer P-Purchase A Common Stock 900 54.59 49.1K 239,128
2024-04-03 Fogarty Jane Officer P-Purchase A Common Stock 400 61.04 24.4K 10,492
2024-04-01 Hayley Kathryn Director P-Purchase A Common Stock 379 65.96 25.0K 2,534
2024-03-21 VEZINA ANN F Director A-Award A Common Stock 2,780 0.00 8,074
2024-03-21 POLK DENNIS Director A-Award A Common Stock 2,780 0.00 18,062
2024-03-21 Marinello Kathryn V Director A-Award A Common Stock 2,780 0.00 6,130
2024-03-21 Hayley Kathryn Director A-Award A Common Stock 2,780 0.00 6,138
2024-03-21 Gheysens Nicolas Director A-Award A Common Stock 2,780 0.00 3,953
2024-03-21 Duha Olivier Director A-Award A Common Stock 2,780 0.00 1,181,433
2024-03-21 Deason Jennifer Director A-Award A Common Stock 2,780 0.00 6,130
2024-03-21 Council LaVerne H Director A-Award A Common Stock 2,780 0.00 6,130
2024-03-21 Chou Teh-Chien Director A-Award A Common Stock 2,780 0.00 6,130
2024-02-01 Valentine Andre S Officer A-Award A Common Stock 8,736 0.00 47,675
2024-02-01 Twomey Cormac J Officer A-Award A Common Stock 9,184 0.00 31,327
2024-02-01 Gibson Craig Officer A-Award A Common Stock 5,096 0.00 34,240
2024-02-01 Fogarty Jane Officer A-Award A Common Stock 4,704 0.00 10,092
2024-02-01 Caldwell Christopher A Director / Officer A-Award A Common Stock 40,322 0.00 238,228
2024-01-30 Fogarty Jane Officer P-Purchase A Common Stock 200 89.27 17.9K 5,388
2024-01-27 Valentine Andre S Officer F-InKind D Common Stock 316 92.20 29.1K 38,939
2024-01-27 Twomey Cormac J Officer F-InKind D Common Stock 495 92.20 45.6K 22,143
2024-01-27 Fogarty Jane Officer F-InKind D Common Stock 194 92.20 17.9K 5,188
2024-01-27 Caldwell Christopher A Director / Officer F-InKind D Common Stock 1,490 92.20 137.4K 197,906
2024-01-26 Valentine Andre S Officer F-InKind D Common Stock 193 91.08 17.6K 39,255
2024-01-26 Twomey Cormac J Officer F-InKind D Common Stock 292 91.08 26.6K 22,638
2024-01-26 Fogarty Jane Officer F-InKind D Common Stock 113 91.08 10.3K 5,382
2024-01-26 Caldwell Christopher A Director / Officer F-InKind D Common Stock 1,066 91.08 97.1K 199,396
2024-01-04 Gibson Craig Officer D Common Stock 0 0.00 29,144
2023-12-01 Caldwell Christopher A Director / Officer F-InKind D Common Stock 6,574 94.53 621.4K 200,462
2023-11-30 Hayley Kathryn Director I Common Stock 0 0.00 2,155
2023-10-23 Fogarty Jane Officer P-Purchase A Common Stock 200 77.38 15.5K 5,495
2023-10-11 Rosso Richard Officer F-InKind D Common Stock 96 82.41 7.9K 24,784
2023-10-11 POLK DENNIS Director S-Sale D Common Stock 1,183 81.39 96.3K 16,293
2023-10-11 Caldwell Christopher A Director / Officer F-InKind D Common Stock 570 82.41 47.0K 207,036
2023-10-09 POLK DENNIS Director M-Exempt A Common Stock 4,416 48.14 212.6K 34,910
2023-10-07 Valentine Andre S Officer F-InKind D Common Stock 1,227 80.50 98.8K 39,448
2023-10-07 Twomey Cormac J Officer F-InKind D Common Stock 1,963 80.50 158.0K 22,930
2023-10-07 Rosso Richard Officer F-InKind D Common Stock 1,216 80.50 97.9K 24,880
2023-10-07 Caldwell Christopher A Director / Officer F-InKind D Common Stock 362 80.50 29.1K 207,606
2023-10-05 Fogarty Jane Officer F-InKind D Common Stock 122 78.19 9.5K 5,095
2023-10-02 Valentine Andre S Officer F-InKind D Common Stock 240 80.29 19.3K 40,675
2023-10-02 Twomey Cormac J Officer F-InKind D Common Stock 384 80.29 30.8K 24,893
2023-10-02 Rosso Richard Officer F-InKind D Common Stock 79 80.29 6.3K 26,096
2023-10-02 POLK DENNIS Director F-InKind D Common Stock 696 80.29 55.9K 16,293
2023-10-02 Caldwell Christopher A Director / Officer F-InKind D Common Stock 392 80.29 31.5K 207,968
2023-09-25 Groupe Bruxelles Lambert 10% Owner I Contingent Right to Common Stock 442,759 0.00 0
2023-09-25 Gheysens Nicolas Director 0 0.00 0
2023-09-25 Duha Olivier Director A-Award A Common Stock 36,041 73.92 2.66M 36,041
2023-07-05 Fogarty Jane Officer P-Purchase A Common Stock 400 82.85 33.1K 5,217
2023-07-03 Hayley Kathryn Director P-Purchase A Common Stock 300 83.93 25.2K 2,155
2023-03-23 VEZINA ANN F Director A-Award A Common Stock 1,482 0.00 5,294
2023-03-23 POLK DENNIS Director A-Award A Common Stock 1,482 0.00 16,989
2023-03-23 Marinello Kathryn V Director A-Award A Common Stock 1,482 0.00 3,350
2023-03-23 Hayley Kathryn Director A-Award A Common Stock 1,482 0.00 3,350
2023-03-23 Deason Jennifer Director A-Award A Common Stock 1,482 0.00 3,350
2023-03-23 Council LaVerne H Director A-Award A Common Stock 1,482 0.00 3,350
2023-03-23 Chou Teh-Chien Director A-Award A Common Stock 1,482 0.00 3,350
2023-03-01 POLK DENNIS Director S-Sale D Common Stock 801 137.33 110.0K 15,507
2023-02-02 Twomey Cormac J Officer S-Sale D Common Stock 3,631 150.00 544.7K 25,277
2023-02-01 POLK DENNIS Director M-Exempt D Employee Stock Option (Right to Buy) 10,000 55.12 551.2K 28,129
2023-01-30 Twomey Cormac J Officer S-Sale D Common Stock 328 137.91 45.2K 28,908
2023-01-27 Valentine Andre S Officer A-Award A Common Stock 3,741 0.00 40,915
2023-01-27 Twomey Cormac J Officer A-Award A Common Stock 4,209 0.00 29,236
2023-01-27 Rosso Richard Officer A-Award A Common Stock 3,274 0.00 26,175
2023-01-27 Fogarty Jane Officer A-Award A Common Stock 1,888 0.00 4,817
2023-01-27 Caldwell Christopher A Officer A-Award A Common Stock 24,465 0.00 208,360
2023-01-26 Valentine Andre S Officer F-InKind D Common Stock 193 141.82 27.4K 37,174
2023-01-26 Twomey Cormac J Officer F-InKind D Common Stock 292 141.82 41.4K 25,027
2023-01-26 Rosso Richard Officer F-InKind D Common Stock 168 141.82 23.8K 22,901
2023-01-26 Fogarty Jane Officer F-InKind D Common Stock 113 141.82 16.0K 2,929
2023-01-26 Caldwell Christopher A Officer F-InKind D Common Stock 1,042 141.82 147.8K 183,895
2023-01-03 POLK DENNIS Director M-Exempt D Employee Stock Option (Right to Buy) 8,459 0.00 38,129
2022-12-01 POLK DENNIS Director S-Sale D Common Stock 1,826 122.87 224.4K 18,090
2022-12-01 Caldwell Christopher A Officer F-InKind D Common Stock 6,574 121.73 800.3K 184,937
2022-11-01 POLK DENNIS Director M-Exempt D Employee Stock Option (Right to Buy) 10,000 0.00 26,925
2022-10-11 Twomey Cormac J Officer S-Sale D Common Stock 1,559 119.35 186.1K 25,973
2022-10-11 Rosso Richard Officer F-InKind D Common Stock 97 120.11 11.7K 23,069
2022-10-11 POLK DENNIS Director F-InKind D Common Stock 1,011 120.11 121.4K 15,507
2022-10-11 Caldwell Christopher A Officer F-InKind D Common Stock 570 120.11 68.5K 191,511
2022-10-07 Valentine Andre S Officer F-InKind D Common Stock 1,861 120.55 224.3K 37,367
2022-10-07 Twomey Cormac J Officer F-InKind D Common Stock 1,963 120.55 236.6K 27,963
2022-10-07 Rosso Richard Officer F-InKind D Common Stock 1,230 120.55 148.3K 23,166
2022-10-07 Caldwell Christopher A Officer F-InKind D Common Stock 362 120.55 43.6K 192,081
2022-10-05 Fogarty Jane Officer F-InKind D Common Stock 122 122.56 15.0K 3,042
2022-10-03 Rosso Richard Officer F-InKind D Common Stock 58 117.51 6.8K 24,396
2022-10-03 POLK DENNIS Director S-Sale D Common Stock 4,278 114.04 487.9K 17,452
2022-10-03 Caldwell Christopher A Officer F-InKind D Common Stock 207 117.51 24.3K 192,443
2022-10-02 Valentine Andre S Officer F-InKind D Common Stock 242 117.51 28.4K 39,228

Executive team

Top executives
EBIT / Employee
-2.0K
Shares Outstanding
61.00M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Chris Caldwell President and CEO 852.6K 10.53M 1.76M 206.0K 13.35M 78.91%
2 2025 Andre Valentine Chief Financial Officer 659.7K 2.86M 543.8K 101.9K 4.17M 68.68%
3 2025 Cormac Twomey EVP, Global Operations and Delivery 622.6K 2.81M 516.2K 87.4K 4.04M 69.65%
4 2025 Craig Gibson EVP, Global Sales and Account Management 549.5K 1.81M 455.2K 92.7K 2.91M 62.29%
5 2025 Jane Fogarty EVP, Legal 512.9K 1.36M 317.4K 45.2K 2.23M 60.75%
6 2024 Chris Caldwell President and CEO 827.0K 8.78M 1.88M 150.0K 11.64M 75.47%
7 2024 Andre Valentine Chief Financial Officer 639.8K 1.53M 581.3K 85.9K 2.84M 53.91%
8 2024 Cormac Twomey EVP, Global Operations and Delivery 546.0K 1.61M 497.3K 65.8K 2.72M 59.17%
9 2024 Rick Rosso EVP, Practices and Catalyst 569.8K 891.7K 665.0K 48.2K 2.17M 41.01%
10 2024 Craig Gibson EVP, Global Sales and Account Management 482.1K 891.7K 438.5K 65.2K 1.88M 47.49%
11 2024 Jane Fogarty EVP, Legal 490.5K 823.2K 336.0K 31.2K 1.68M 48.98%
12 2023 Chris Caldwell President and CEO 800.0K 6.73M 2.57M 129.4K 10.24M 65.77%
13 2023 Andre Valentine Chief Financial Officer 617.6K 1.03M 794.9K 48.3K 2.49M 41.34%
14 2023 Rick Rosso EVP, Practices and Catalyst 550.0K 900.9K 884.8K 48.2K 2.38M 37.79%
15 2023 Rick Rosso EVP, Global Sales and Account Management 550.0K 900.9K 884.8K 48.2K 2.38M 37.79%
16 2023 Cormac Twomey EVP, Global Operations and Delivery 509.6K 1.16M 655.8K 59.6K 2.38M 48.60%
17 2023 Jane Fogarty EVP, Legal 446.4K 519.5K 434.4K 21.1K 1.42M 36.55%
18 2022 Chris Caldwell President and CEO 797.3K 5.95M 1.74M 121.5K 8.61M 69.11%
19 2022 Andre Valentine Chief Financial Officer 615.7K 793.4K 537.9K 47.3K 1.99M 39.78%
20 2022 Rick Rosso EVP, Practices and Catalyst 542.0K 694.4K 598.8K 46.9K 1.88M 36.90%
21 2022 Rick Rosso EVP, Global Sales and Account Management 542.0K 694.4K 598.8K 46.9K 1.88M 36.90%
22 2022 Cormac Twomey EVP, Global Operations and Delivery 476.2K 892.8K 419.9K 56.4K 1.85M 48.38%
23 2022 Jane Fogarty EVP, Legal 410.7K 396.7K 271.1K 3.1K 1.08M 36.68%
24 2022 Jane Fogarty EVP, Legal and Corporate Secretary 410.7K 396.7K 271.1K 3.1K 1.08M 36.68%
25 2021 Chris Caldwell President and CEO 775.0K 10.55M 1,000.0K 2.71M 50.3K 15.09M 76.55%
26 2021 Andre Valentine Chief Financial Officer 599.6K 2.00M 839.5K 31.1K 3.47M 57.63%
27 2021 Rick Rosso EVP, Global Sales and Account Management 475.0K 2.00M 665.0K 45.3K 3.19M 62.79%
28 2021 Cormac Twomey EVP, Global Operations and Delivery 473.9K 2.00M 663.4K 47.5K 3.18M 62.80%
29 2021 Steve Richie Former EVP, Legal and Corporate Secretary 317.3K 1.75M 351.6K 20.5K 2.44M 71.74%
30 2021 Jane Fogarty EVP, Legal and Corporate Secretary 101.0K 249.9K 52.5K 403.4K 61.96%
31 2021 Jane Fogarty EVP, Legal 101.0K 249.9K 52.5K 403.4K 61.96%
32 2020 Andre Valentine Chief Financial Officer 585.0K 526.5K 2.61M 3.72M 0.00%
33 2020 Chris Caldwell President and CEO 575.0K 1.15M 7.0K 1.73M 0.00%
34 2020 Cormac Twomey EVP, Global Operations and Delivery 461.8K 493.8K 466.7K 1.42M 0.00%
35 2020 Rick Rosso EVP, Global Sales and Account Management 435.0K 425.0K 38.9K 898.9K 0.00%
36 2020 Steve Richie Former EVP, Legal and Corporate Secretary 350.0K 235.0K 17.2K 602.2K 0.00%
37 2020 Steve Richie, EVP, Legal 350.0K 235.0K 17.2K 602.2K 0.00%
38 2019 Chris Caldwell President and CEO 608.2K 4.01M 1,000.0K 1.31M 20.9K 6.94M 72.11%
39 2019 Cormac Twomey EVP, Global Operations and Delivery 447.5K 454.6K 1.30M 3.33M 5.53M 23.52%
40 2019 Andre Valentine Chief Financial Officer 585.0K 443.2K 1.10M 2.64M 4.76M 23.09%
41 2019 Rick Rosso EVP, Global Sales and Account Management 435.0K 377.5K 899.9K 257.1K 25.7K 2.00M 45.10%
42 2019 Steve Richie Former EVP, Legal and Corporate Secretary 350.0K 201.5K 799.9K 257.1K 10.7K 1.62M 49.40%
43 2019 Steve Richie, EVP, Legal 350.0K 201.5K 799.9K 257.1K 10.7K 1.62M 49.40%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-02-27 DEFA14A
2026-02-13 DEFA14A
2026-02-13 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-14 SC 13G
2026-05-06 SC 13G
2026-05-01 SC 13D/A
2026-05-01 8-K
2026-05-01 4
2026-04-27 SC 13G/A
2026-04-09 4
2026-04-03 10-Q
2026-03-30 4
2026-03-27 8-K

Executive team

NameTitleCompensationGender
Christopher A. Caldwell President, Chief Executive Officer & Director 3M male
Andre S. Valentine Executive VP & CFO 1M male
Cormac J. Twomey Executive Vice President of Customer Success 1M male
Craig Gibson Executive Vice President of Global Sales & Account Management 1M male
Jane Fogarty Executive Vice President of Legal 875.5K female
Sara Buda Vice President of Investor Relations female
Winnie Sun Senior Vice President of Operations & Delivery female
Diane Hanson Senior Vice President of People Solutions female
Elise Brassell Vice President of Corporate Communications female
Guy Brosseau Executive Vice President of Information Systems & Security male
Jason Marasigan Senior Vice President of Corporate Development male
ESG Rating
B
INFORMATION TECHNOLOGY SERVICES
Rank: 83 out of 94
2026
E (Environmental)
89.3 / 65.1
Company / Sector avg.
S (Social)
78.8 / 65.3
Company / Sector avg.
G (Governance)
79.2 / 67.4
Company / Sector avg.
ESG Total
82.4 / 65.9
Company / Sector avg.
ESG Score History INFORMATION TECHNOLOGY SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2026-03-11 2026-04-03 John Fetterman PA Sale $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-09-01 2022-10-13 Michael McCaul TX10 Sale $15,001 - $50,000
2022-08-23 2022-09-19 Michael McCaul TX10 Spouse Sale $15,001 - $50,000
2022-05-05 2022-06-14 Michael McCaul TX10 Spouse Sale $1,001 - $15,000
2022-02-15 2022-03-17 Michael McCaul TX10 Purchase $1,001 - $15,000
2022-01-28 2022-02-23 Michael McCaul TX10 Sale $1,001 - $15,000
2021-12-14 2022-01-27 Michael McCaul TX10 Spouse Sale $1,001 - $15,000
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