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EZCORP, Inc. (EZPW)

USD31.24 -0.62 (-1.95%)
US NASDAQ Financial Services Financial - Credit Services
Address Building One 78746
Austin, TX, US
CEO Lachlan Given
Website ezcorp.com
IPO 1991-08-27
CIK 876523 ISIN US3023011063

Explore sections of this company profile

Description

EZCORP, Inc. operates primarily by offering collateralized loans, commonly known as pawn loans, to individuals in both the United States and various Latin American countries. These loans are secured by a wide array of personal items, including but not limited to jewelry, consumer electronics, tools, sporting equipment, and musical instruments. Beyond its lending activities, the company also engages in the retail sale of merchandise. This inventory largely comprises items that were once collateral for unredeemed pawn loans, as well as pre-owned goods directly acquired from customers. To further support its clientele, EZCORP provides online platforms, Lana and EZ+, designed to facilitate the management of pawn loans. As of September 30, 2021, EZCORP, Inc. maintained a substantial physical presence, with 516 company-owned and operated pawn shops in the U.S., 508 in Mexico, and an additional 124 locations spread across Guatemala, El Salvador, and Honduras. The company was founded in 1989 and has its corporate headquarters situated in Austin, Texas.

Merger & Acquisition History
Target company Ticker Date Filing
VinFast Auto Ltd. VFS 2008-09-26 View
Madison Park LLC 2015-03-09 View
Rule 2017-02-06 View
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
USD31.24 -0.62 (-1.95%)
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Volume Profile
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Liquidity & share structure
Average Volume
881.6K
Beta
0.64
Float Shares
55.54M
Free Float %
94.8%
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 (15 ratings, all time) Buy
Price Targets & DCF
Current price
31.24
Low 26.00 -16.8%
Consensus 36.67 +17.4%
Median 40.00 +28.0%
High 44.00 +40.8%
DCF (Unlevered) 53.74 +72.0%
DCF (Levered) 67.07 +114.7%

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) 67% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
42.00
+34.4%
Last Quarter 2
42.00
+34.4%
Last Year 8
31.00
-0.8%
All Time 15
23.70
-24.1%
Quality scores
Altman Z-Score
3.19
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Credit Services: +13.2%
    +9.7% Q1'26: +45.9% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    +29.1% Q1'26: +78.8% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    +4.1% Q1'26: +8.5% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +13.3% Q1'26: +15.2% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +9.6% Q1'26: +19.2% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    -1.3% Q1'26: +0.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    3.78× Q1'26: 0.90× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.50) × ERP
WACC = 74% × Ke + 26% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 69.19 Current price: 31.24
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 Sep 1993
actual
Sep 1994
actual
Sep 2004
actual
Sep 2005
actual
Sep 2006
actual
Sep 2007
actual
Sep 2008
actual
Sep 2009
actual
Sep 2010
actual
Sep 2011
actual
Sep 2012
actual
Sep 2013
actual
Sep 2014
actual
Sep 2015
actual
Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
4 Rev. Ana.
4 EPS Ana.
Sep 2027
4 Rev. Ana.
3 EPS Ana.
Sep 2028
2 Rev. Ana.
2 EPS Ana.
Sep 2029
1 Rev. Ana.
1 EPS Ana.
Sep 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
108.60M
est: 123.32M (-11.9%)
167.90M
est: 204.01M (-17.7%)
227.80M
est: 245.14M (-7.1%)
254.16M
est: 242.56M (+4.8%)
315.85M
est: 313.45M (+0.8%)
372.22M
est: 383.49M (-2.9%)
457.40M
est: 463.27M (-1.3%)
597.46M
est: 615.11M (-2.9%)
733.05M
est: 715.89M (+2.4%)
852.80M
est: 889.48M (-4.1%)
960.72M
est: 1.01B (-5.2%)
809.53M
est: 887.83M (-8.8%)
745.77M
est: 913.41M (-18.4%)
720.00M
est: 951.18M (-24.3%)
730.51M
est: 737.00M (-0.9%)
747.95M
est: 649.56M (+15.1%)
812.16M
est: 803.69M (+1.1%)
847.23M
est: 849.19M (-0.2%)
822.78M
est: 858.56M (-4.2%)
729.55M
est: 711.61M (+2.5%)
886.23M
est: 861.90M (+2.8%)
1.05B
est: 1.11B (-5.7%)
1.16B
est: 1.16B (+0.4%)
1.27B
est: 1.26B (+1.0%)
1.69B
1.67B – 1.72B
+34.2% YoY
1.83B
1.81B – 1.85B
+8.1% YoY
1.95B
1.93B – 1.98B
+6.8% YoY
2.03B
2.01B – 2.06B
+4.0% YoY
2.17B
2.14B – 2.20B
+6.7% YoY
EBITDA
11.50M
est: 13.17M (-12.7%)
8.80M
est: 4.63M (+89.9%)
21.79M
est: 20.94M (+4.0%)
30.34M
est: 30.52M (-0.6%)
51.60M
est: 55.55M (-7.1%)
65.42M
est: 73.22M (-10.7%)
90.85M
est: 91.45M (-0.7%)
119.48M
est: 125.63M (-4.9%)
156.88M
est: 158.29M (-0.9%)
194.08M
est: 223.91M (-13.3%)
220.66M
est: 241.50M (-8.6%)
82.73M
est: 87.69M (-5.7%)
54.43M
est: 39.47M (+37.9%)
-12.79M
est: 129.14M (-109.9%)
45.49M
est: 100.06M (-54.5%)
94.14M
est: 85.89M (+9.6%)
108.86M
est: 78.37M (+38.9%)
65.61M
est: 115.29M (-43.1%)
28.85M
est: 116.57M (-75.2%)
117.39M
est: 376.83M (-68.8%)
109.83M
est: 256.51M (-57.2%)
100.22M
est: 182.67M (-45.1%)
162.26M
est: 190.14M (-14.7%)
202.34M
est: 207.36M (-2.4%)
278.27M
274.74M – 281.96M
+34.2% YoY
300.74M
296.93M – 304.73M
+8.1% YoY
321.06M
316.99M – 325.32M
+6.8% YoY
333.99M
329.75M – 338.42M
+4.0% YoY
356.22M
351.70M – 360.94M
+6.7% YoY
EBIT
8.80M
est: 9.53M (-7.7%)
4.30M
est: 686.7K (+526.2%)
14.27M
est: 13.75M (+3.8%)
22.23M
est: 22.20M (+0.1%)
42.99M
est: 44.41M (-3.2%)
55.61M
est: 58.90M (-5.6%)
78.49M
est: 74.77M (+5.0%)
106.74M
est: 108.30M (-1.4%)
142.22M
est: 131.72M (+8.0%)
175.73M
est: 186.66M (-5.9%)
195.40M
est: 198.02M (-1.3%)
47.81M
est: 113.73M (-58.0%)
15.80M
est: 107.92M (-85.4%)
-49.82M
est: 85.50M (-158.3%)
16.84M
est: 66.25M (-74.6%)
70.48M
est: 50.11M (+40.7%)
83.37M
est: 51.18M (+62.9%)
36.81M
est: 76.33M (-51.8%)
-47.62M
est: 77.18M (-161.7%)
38.24M
est: 99.31M (-61.5%)
77.69M
est: 90.56M (-14.2%)
68.09M
est: 241.84M (-71.8%)
129.19M
est: 251.73M (-48.7%)
169.80M
est: 274.52M (-38.1%)
368.41M
363.74M – 373.30M
+34.2% YoY
398.16M
393.11M – 403.44M
+8.1% YoY
425.06M
419.67M – 430.70M
+6.8% YoY
442.18M
436.57M – 448.04M
+4.0% YoY
471.60M
465.63M – 477.86M
+6.7% YoY
Net Income
6.10M
est: 6.65M (-8.2%)
1.80M
est: -1.21M (+248.4%)
9.12M
est: 8.67M (+5.2%)
14.75M
est: 14.77M (-0.1%)
29.26M
est: 30.34M (-3.6%)
37.87M
est: 39.77M (-4.8%)
52.43M
est: 53.27M (-1.6%)
68.47M
est: 72.69M (-5.8%)
97.29M
est: 91.58M (+6.2%)
122.16M
est: 132.25M (-7.6%)
136.85M
est: 138.35M (-1.1%)
22.31M
est: 21.41M (+4.2%)
-67.72M
est: -61.37M (-10.3%)
-89.19M
est: 76.05M (-217.3%)
-80.74M
est: 19.18M (-521.0%)
31.41M
est: 30.57M (+2.8%)
37.28M
est: 23.33M (+59.8%)
2.54M
est: 73.06M (-96.5%)
-68.46M
est: 20.43M (-435.1%)
8.61M
est: 21.37M (-59.7%)
50.16M
est: 43.84M (+14.4%)
38.46M
est: 119.06M (-67.7%)
83.10M
est: 94.54M (-12.1%)
109.61M
est: 114.42M (-4.2%)
168.97M
166.13M – 171.82M
+47.7% YoY
181.96M
178.90M – 185.03M
+7.7% YoY
199.70M
198.45M – 200.95M
+9.7% YoY
221.80M
218.14M – 225.63M
+11.1% YoY
244.31M
240.29M – 248.53M
+10.2% YoY
SGA
48.90M
est: 57.62M (-15.1%)
70.80M
est: 93.73M (-24.5%)
117.81M
est: 116.48M (+1.1%)
133.15M
est: 132.61M (+0.4%)
157.38M
est: 162.83M (-3.3%)
188.86M
est: 205.29M (-8.0%)
231.03M
est: 234.73M (-1.6%)
246.73M
est: 256.88M (-4.0%)
52.74M
est: 302.35M (-82.6%)
50.58M
est: 360.47M (-86.0%)
47.87M
est: 462.54M (-89.6%)
70.49M
est: 477.30M (-85.2%)
79.94M
est: 609.71M (-86.9%)
72.99M
est: 65.63M (+11.2%)
68.10M
est: 50.85M (+33.9%)
53.49M
est: 327.64M (-83.7%)
53.64M
est: 346.59M (-84.5%)
63.67M
est: 58.59M (+8.7%)
54.13M
est: 59.24M (-8.6%)
56.50M
est: 190.48M (-70.3%)
64.34M
est: 129.18M (-50.2%)
67.53M
est: 76.72M (-12.0%)
75.56M
est: 79.86M (-5.4%)
83.50M
est: 87.09M (-4.1%)
116.87M
115.39M – 118.42M
+34.2% YoY
126.31M
124.71M – 127.98M
+8.1% YoY
134.84M
133.13M – 136.63M
+6.8% YoY
140.27M
138.49M – 142.13M
+4.0% YoY
149.61M
147.71M – 151.59M
+6.7% YoY
EPS
0.06
est: 0.23 (-73.0%)
0.02
est: 0.24 (-93.0%)
0.25
est: 0.19 (+35.1%)
0.13
est: 0.33 (-60.0%)
0.25
est: 0.67 (-62.7%)
0.92
est: 0.90 (+2.2%)
1.27
est: 1.19 (+6.7%)
1.41
est: 1.38 (+2.2%)
1.98
est: 1.83 (+8.2%)
2.43
est: 2.60 (-6.5%)
2.81
est: 2.77 (+1.4%)
0.63
est: 1.77 (-64.4%)
-0.87
est: 1.55 (-156.1%)
-1.61
est: 0.91 (-276.5%)
-1.48
est: 0.23 (-743.5%)
0.62
est: 0.50 (+24.0%)
0.72
est: 0.76 (-4.8%)
0.03
est: 0.88 (-96.4%)
-1.24
est: 0.25 (-606.1%)
0.15
est: 0.17 (-9.1%)
0.89
est: 0.66 (+34.8%)
0.77
est: 1.42 (-45.9%)
1.69
est: 1.13 (+49.1%)
1.91
est: 1.37 (+39.2%)
2.03
1.99 – 2.06
+47.7% YoY
2.18
2.15 – 2.22
+7.7% YoY
2.40
2.38 – 2.41
+9.8% YoY
2.66
2.62 – 2.71
+11.1% YoY
2.93
2.88 – 2.98
+10.2% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-11 Citizens Market Outperform Market Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-27 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-26 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-22 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-21 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-20 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-19 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-18 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-15 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-14 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-13 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-12 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-11 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-08 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-07 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-06 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-05-05 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-05-04 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-05-01 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-30 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-29 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-28 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-27 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-24 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-23 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-22 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-21 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-20 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-17 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-16 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
201.96M
OE per share TTM
2.43
Owner's Yield
Maintenance CapEx ratio
52.61%
Maint CapEx / Avg PPE
25.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
303
Total invested
1.76B
Insider transactions (90d)
2
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Edward C. Johnson 3d 6.10M 12.60% 6.10M IN Delaware 2012-12-10
2 FMR LLC 6.10M 12.60% 1.37M 6.10M HC Delaware 2012-12-10
3 13G/A 5.09M 9.90% 5.09M 5.09M IA, PN Texas 2018-02-13
4 (1) BlackRock, Inc. 4.86M 9.60% 4.72M 4.86M HC Delaware 2015-01-15
5 (. 3.55M 6.94% 3.37M 3.55M IA Delaware Limited Partnership 2017-02-09
6 The Vanguard Group - 23-1945930 3.36M 6.34% 66.5K 3.29M 69.4K IA Pennsylvania 2022-02-10
7 13G 3.26M 6.40% 13.00 3.26M HC, IN Texas 2017-02-14
8 Christopher L. Gust 2.87M 5.20% 2.87M 2.87M HC, IN Illinois 2019-02-14
9 Robert R. Bellick 2.87M 5.20% 2.87M 2.87M HC, IN Illinois 2019-02-14
10 Wolverine Holdings, L.P. 2.87M 5.20% 2.87M 2.87M HC Illinois 2019-02-14
11 Wolverine Trading Partners, Inc. 2.87M 5.20% 2.87M 2.87M HC, CO Illinois 2019-02-14
12 Wolverine Asset Management, LLC 2.87M 5.20% 2.87M 2.87M IA Illinois 2019-02-14
13 20-8441410 2.76M 5.37% 1.51M 264.7K 2.76M IA Delaware 2014-02-10
14 13-3127734 2.68M 5.07% 2.68M 2.68M HC Delaware 2020-02-12
15 26-0385758 2.68M 5.07% 2.68M 2.68M IA Delaware 2020-02-12
16 10 2.60M 5.10% IA DELAWARE, USA 2017-06-23
17 Munder Capital Management 2.50M 5.30% 2.22M 2.50M IA State of Delaware 2011-02-14
18 Tax ID #95-2844956 396.0K 3.20% 4.6K 391.5K BD, IA California Corporation 2005-04-01
19 ROVIDA ADVISORS INC. 0.00% IA 2020-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
303
+40 vs prev Q
New positions
71
Closed positions
35
Increased
168
Reduced
81
Put/Call ratio
0.18
Calls held
230.3K
Puts held
41.3K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 74.7K +74.7K (+100.0%) 1.45B +1.5B (+100.0%) 0.12% +0.122 pp 1.31% +1.313 pp USD19.42 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 7.21M -784.8K (-9.8%) 139.97M -12.2M (-8.0%) 11.77% -1.747 pp 0.00% 0.000 pp USD11.28 +72.2% 6 qtrs
3 FMR LLC 4.73M +2.8M (+142.2%) 91.85M +54.7M (+147.0%) 7.72% +4.420 pp 0.00% +0.003 pp USD18.59 +4.5% 16 qtrs
4 DIMENSIONAL FUND ADVISORS LP 3.56M +84.6K (+2.4%) 69.21M +3.0M (+4.5%) 5.82% -0.065 pp 0.01% +0.000 pp USD10.54 +84.3% 51 qtrs
5 VANGUARD GROUP INC 3.55M -62.8K (-1.7%) 68.89M +152.4K (+0.2%) 5.79% -0.313 pp 0.00% +0.000 pp USD29.59 -34.4% 84 qtrs
6 CAPITAL RESEARCH GLOBAL INVESTORS 3.17M +1.0M (+47.5%) 61.52M +20.6M (+50.4%) 5.17% +1.540 pp 0.01% +0.004 pp USD16.42 +18.3% 3 qtrs
7 RENAISSANCE TECHNOLOGIES LLC 2.35M -118.3K (-4.8%) 45.72M -1.4M (-2.9%) 3.84% -0.337 pp 0.07% +0.009 pp USD10.35 +87.6% 43 qtrs
8 FIRST WILSHIRE SECURITIES MANAGEMENT INC 1.74M -448.7K (-20.5%) 33.77M -7.9M (-18.9%) 2.84% -0.860 pp 8.50% -2.588 pp USD7.36 +163.9% 48 qtrs
9 WASATCH ADVISORS LP 1.69M -219.7K (-11.5%) 32.88M -3.5M (-9.7%) 2.76% -0.470 pp 0.20% -0.001 pp USD8.56 +126.9% 18 qtrs
10 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 1.54M -94.2K (-5.8%) 29.91M -1.2M (-3.9%) 2.51% -0.249 pp 0.39% -0.014 pp USD7.65 +153.9% 15 qtrs
11 QUBE RESEARCH & TECHNOLOGIES LTD 1.52M +279.3K (+22.5%) 29.57M +5.9M (+24.9%) 2.49% +0.384 pp 0.03% +0.006 pp USD14.46 +34.3% 11 qtrs
12 TWO SIGMA INVESTMENTS, LP 1.23M +89.2K (+7.8%) 23.97M +2.2M (+9.9%) 2.02% +0.079 pp 0.03% +0.001 pp USD11.64 +66.8% 49 qtrs
13 TWO SIGMA ADVISERS, LP 1.21M +11.3K (+0.9%) 23.55M +676.0K (+3.0%) 1.98% -0.052 pp 0.05% +0.000 pp USD10.28 +88.9% 51 qtrs
14 INVESCO LTD. 1.20M -48.7K (-3.9%) 23.26M -473.0K (-2.0%) 1.96% -0.152 pp 0.00% 0.000 pp USD10.73 +81.0% 57 qtrs
15 STATE STREET CORP 1.20M -14.2K (-1.2%) 23.26M +185.3K (+0.8%) 1.96% -0.094 pp 0.00% +0.000 pp USD12.18 +59.4% 51 qtrs
16 MORGAN STANLEY 1.16M +232.1K (+25.0%) 22.56M +4.9M (+27.5%) 1.90% +0.325 pp 0.00% +0.000 pp USD14.45 +34.4% 51 qtrs
17 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.09M -102.3K (-8.6%) 21.25M -1.5M (-6.7%) 1.79% -0.237 pp 0.15% -0.005 pp USD9.58 +102.7% 12 qtrs
18 MILLENNIUM MANAGEMENT LLC 1.06M -910.9K (-46.1%) 20.67M -16.9M (-45.0%) 1.74% -1.602 pp 0.01% -0.007 pp USD12.80 +51.7% 14 qtrs
19 WELLINGTON MANAGEMENT GROUP LLP 903.1K +9.1K (+1.0%) 17.54M +516.2K (+3.0%) 1.47% -0.037 pp 0.00% +0.000 pp USD13.94 +39.3% 3 qtrs
20 GEODE CAPITAL MANAGEMENT, LLC 892.7K +82.7K (+10.2%) 17.34M +1.9M (+12.4%) 1.46% +0.088 pp 0.00% +0.000 pp USD12.84 +51.2% 78 qtrs
21 FOURTH SAIL CAPITAL LP 868.7K -309.3K (-26.3%) 16.87M -5.6M (-24.8%) 1.42% -0.574 pp 2.71% -2.713 pp USD13.80 +40.7% 9 qtrs
22 GOLDMAN SACHS GROUP INC 813.8K +216.2K (+36.2%) 15.80M +4.4M (+38.9%) 1.33% +0.318 pp 0.00% +0.001 pp USD13.19 +47.2% 73 qtrs
23 BNP PARIBAS ARBITRAGE, SNC 785.1K +370.1K (+89.2%) 15.25M +7.3M (+93.0%) 1.28% +0.580 pp 0.01% +0.003 pp USD15.33 +26.7% 46 qtrs
24 PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC 719.5K +719.5K (+100.0%) 13.97M +14.0M (+100.0%) 1.17% +1.175 pp 1.50% +1.500 pp USD19.42 +0.0% 1 qtrs NEW
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 707.4K +77.5K (+12.3%) 13.74M +1.7M (+14.5%) 1.16% +0.090 pp 0.00% +0.000 pp USD14.03 +38.4% 76 qtrs
26 HEARTLAND ADVISORS INC 705.9K +— (+0.0%) 13.71M +268.2K (+2.0%) 1.15% -0.041 pp 0.74% +0.028 pp USD5.85 +232.0% 22 qtrs
27 ASSENAGON ASSET MANAGEMENT S.A. 644.1K +353.3K (+121.5%) 12.51M +7.0M (+125.9%) 1.05% +0.560 pp 0.02% +0.010 pp USD17.25 +12.6% 23 qtrs
28 OBERWEIS ASSET MANAGEMENT INC/ 627.9K -57.6K (-8.4%) 12.19M -858.1K (-6.6%) 1.03% -0.134 pp 0.45% -0.054 pp USD8.28 +134.5% 15 qtrs
29 BRIDGEWAY CAPITAL MANAGEMENT, LLC 595.8K -50.0K (-7.7%) 11.57M -725.6K (-5.9%) 0.97% -0.119 pp 0.24% -0.020 pp USD6.85 +183.5% 45 qtrs
30 ROYCE & ASSOCIATES LP 584.0K -16.1K (-2.7%) 11.34M -84.3K (-0.7%) 0.95% -0.061 pp 0.12% +0.001 pp USD12.06 +61.0% 49 qtrs
31 UBS GROUP AG 579.4K +181.0K (+45.4%) 11.25M +3.7M (+48.3%) 0.95% +0.272 pp 0.00% +0.001 pp USD14.63 +32.7% 45 qtrs
32 D. E. SHAW & CO., INC. 558.8K -61.2K (-9.9%) 10.85M -952.6K (-8.1%) 0.91% -0.136 pp 0.01% -0.001 pp USD10.20 +90.4% 41 qtrs
33 PENN CAPITAL MANAGEMENT COMPANY, LLC 496.0K +347.0K (+233.0%) 9.64M +6.8M (+239.9%) 0.81% +0.558 pp 0.77% +0.550 pp USD17.69 +9.8% 9 qtrs
34 HENNESSY ADVISORS INC 445.3K -28.9K (-6.1%) 8.65M -381.0K (-4.2%) 0.73% -0.075 pp 0.31% -0.005 pp USD13.88 +39.9% 3 qtrs
35 VOLORIDGE INVESTMENT MANAGEMENT, LLC 433.2K +77.8K (+21.9%) 8.41M +1.6M (+24.3%) 0.71% +0.106 pp 0.03% +0.007 pp USD14.96 +29.8% 4 qtrs
36 HRT FINANCIAL LP 432.0K +130.6K (+43.3%) 8.39M +2.7M (+46.2%) 0.71% +0.196 pp 0.03% +0.005 pp USD15.23 +27.5% 6 qtrs
37 TREXQUANT INVESTMENT LP 412.8K +57.1K (+16.1%) 8.02M +1.2M (+18.4%) 0.67% +0.073 pp 0.07% +0.002 pp USD13.01 +49.3% 13 qtrs
38 WESTERN STANDARD LLC 400.0K -130.0K (-24.5%) 7.77M -2.3M (-23.0%) 0.65% -0.243 pp 3.58% +0.590 pp USD13.88 +39.9% 3 qtrs
39 WELLS FARGO & COMPANY/MN 385.0K -211.7K (-35.5%) 7.48M -3.9M (-34.2%) 0.63% -0.381 pp 0.00% -0.001 pp USD13.81 +40.6% 57 qtrs
40 ARCHON CAPITAL MANAGEMENT LLC 367.4K -75.0K (-17.0%) 7.14M -1.3M (-15.3%) 0.60% -0.148 pp 4.06% -0.957 pp USD10.28 +88.9% 35 qtrs
41 POINT72 ASSET MANAGEMENT, L.P. 362.1K +136.7K (+60.7%) 7.03M +2.7M (+63.9%) 0.59% +0.210 pp 0.01% +0.001 pp USD16.36 +18.7% 11 qtrs
42 KANEN WEALTH MANAGEMENT LLC 354.9K -8.4K (-2.3%) 6.99M +207.3K (+3.1%) 0.58% -0.035 pp 2.12% -0.145 pp USD7.19 +170.1% 18 qtrs
43 CITIGROUP INC 349.0K +282.4K (+423.8%) 6.78M +5.5M (+434.2%) 0.57% +0.457 pp 0.00% +0.002 pp USD18.33 +5.9% 54 qtrs
44 RUSSELL INVESTMENTS GROUP, LTD. 338.5K -40.0K (-10.6%) 6.57M -633.8K (-8.8%) 0.55% -0.087 pp 0.01% -0.001 pp USD11.95 +62.5% 37 qtrs
45 ATLAS FRM LLC 325.0K +325.0K (+100.0%) 6.31M +6.3M (+100.0%) 0.53% +0.531 pp 0.62% +0.617 pp USD19.42 +0.0% 1 qtrs NEW
46 NORTHERN TRUST CORP 317.9K +19.4K (+6.5%) 6.17M +490.7K (+8.6%) 0.52% +0.014 pp 0.00% +0.000 pp USD14.00 +38.7% 51 qtrs
47 JPMORGAN CHASE & CO 315.1K -168.1K (-34.8%) 6.12M -3.1M (-33.5%) 0.51% -0.303 pp 0.00% 0.000 pp USD16.33 +18.9% 51 qtrs
48 BANK OF AMERICA CORP /DE/ 305.5K -249.0K (-44.9%) 5.93M -4.6M (-43.8%) 0.50% -0.439 pp 0.00% 0.000 pp USD11.73 +65.6% 52 qtrs
49 EMPOWERED FUNDS, LLC 304.1K -34.2K (-10.1%) 5.91M -536.4K (-8.3%) 0.50% -0.076 pp 0.05% -0.018 pp USD9.14 +112.5% 11 qtrs
50 CITADEL ADVISORS LLC 302.1K -250.7K (-45.3%) 5.87M -4.7M (-44.3%) 0.49% -0.442 pp 0.00% -0.001 pp USD13.38 +45.1% 36 qtrs
51 TUDOR INVESTMENT CORP ET AL 278.6K -40.5K (-12.7%) 5.41M -666.0K (-11.0%) 0.45% -0.085 pp 0.01% -0.001 pp USD13.93 +39.4% 4 qtrs
52 PRINCIPAL FINANCIAL GROUP INC 273.6K -2.1K (-0.8%) 5.31M +64.0K (+1.2%) 0.45% -0.020 pp 0.00% +0.000 pp USD16.49 +17.8% 65 qtrs
53 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 271.4K +— (+0.0%) 5.27M +103.1K (+2.0%) 0.44% -0.016 pp 0.49% -0.055 pp USD11.41 +70.2% 8 qtrs
54 ANCORA ADVISORS, LLC 269.1K +4.8K (+1.8%) 5.23M +192.7K (+3.8%) 0.44% -0.008 pp 0.11% +0.007 pp USD14.06 +38.1% 4 qtrs
55 BANK OF NEW YORK MELLON CORP 268.3K -26.3K (-8.9%) 5.21M -398.6K (-7.1%) 0.44% -0.060 pp 0.00% 0.000 pp USD11.38 +70.7% 66 qtrs
56 UNIPLAN INVESTMENT COUNSEL, INC. 248.8K +28.4K (+12.9%) 4.83M +634.9K (+15.1%) 0.41% +0.034 pp 0.49% +0.074 pp USD15.23 +27.5% 4 qtrs
57 IRONBRIDGE PRIVATE WEALTH, LLC 242.2K +— (+0.0%) 4.61M +— (+0.0%) 0.40% -0.014 pp 1.46% +0.005 pp USD6.53 +197.4% 21 qtrs
58 NEW YORK STATE COMMON RETIREMENT FUND 234.3K +234.3K (+100.0%) 4.55M +4.6M (+100.0%) 0.38% +0.383 pp 0.01% +0.006 pp USD19.42 +0.0% 1 qtrs NEW
59 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 226.5K +15.4K (+7.3%) 4.40M +379.8K (+9.5%) 0.37% +0.013 pp 0.01% -0.001 pp USD15.57 +24.7% 3 qtrs
60 MARSHALL WACE, LLP 220.5K -389.2K (-63.8%) 4.28M -7.3M (-63.1%) 0.36% -0.671 pp 0.00% -0.008 pp USD14.48 +34.1% 7 qtrs
61 PUBLIC SECTOR PENSION INVESTMENT BOARD 200.8K -25.2K (-11.2%) 3.90M -403.7K (-9.4%) 0.33% -0.054 pp 0.01% -0.003 pp USD11.78 +64.9% 58 qtrs
62 MANATUCK HILL PARTNERS, LLC 200.0K -30.0K (-13.0%) 3.88M -495.2K (-11.3%) 0.33% -0.062 pp 1.36% -0.090 pp USD10.22 +90.0% 65 qtrs
63 EXCHANGE TRADED CONCEPTS, LLC 196.8K +5.4K (+2.8%) 3.82M +178.2K (+4.9%) 0.32% -0.002 pp 0.03% -0.002 pp USD11.75 +65.3% 10 qtrs
64 EAM INVESTORS, LLC 191.8K -3.8K (-1.9%) 3.72M +60.9K (+1.7%) 0.31% -0.018 pp 0.41% -0.005 pp USD19.04 +2.0% 4 qtrs
65 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 182.6K -479.0 (-0.3%) 3.55M +60.3K (+1.7%) 0.30% -0.011 pp 0.02% -0.001 pp USD14.21 +36.7% 5 qtrs
66 GILDER GAGNON HOWE & CO LLC 180.3K -1.4K (-0.8%) 3.50M +42.5K (+1.2%) 0.29% -0.013 pp 0.04% +0.002 pp USD16.03 +21.1% 3 qtrs
67 JANNEY MONTGOMERY SCOTT LLC 174.7K +82.0 (+0.0%) 3.39M +68.0K (+2.0%) 0.29% -0.010 pp 0.01% 0.000 pp USD14.82 +31.0% 11 qtrs
68 REQUISITE CAPITAL MANAGEMENT, LLC 173.6K +1.4K (+0.8%) 3.37M +92.4K (+2.8%) 0.28% -0.008 pp 0.64% +0.089 pp USD7.45 +160.7% 22 qtrs
69 AQR CAPITAL MANAGEMENT LLC 171.9K +66.5K (+63.1%) 3.34M +1.3M (+66.3%) 0.28% +0.102 pp 0.00% +0.001 pp USD15.86 +22.4% 22 qtrs
70 LEGAL & GENERAL GROUP PLC 170.9K -2.1K (-1.2%) 3.32M +24.1K (+0.7%) 0.28% -0.014 pp 0.00% +0.000 pp USD10.16 +91.1% 46 qtrs
71 TRIASIMA PORTFOLIO MANAGEMENT INC. 170.7K -1.3K (-0.7%) 3.32M +40.6K (+1.2%) 0.28% -0.012 pp 0.50% +0.002 pp USD16.43 +18.2% 4 qtrs
72 INTECH INVESTMENT MANAGEMENT LLC 164.3K +1.6K (+1.0%) 3.19M +92.7K (+3.0%) 0.27% -0.007 pp 0.03% +0.001 pp USD14.57 +33.3% 6 qtrs
73 LPL FINANCIAL LLC 163.6K +124.8K (+322.0%) 3.18M +2.4M (+330.4%) 0.27% +0.202 pp 0.00% +0.001 pp USD18.50 +5.0% 6 qtrs
74 AMERIPRISE FINANCIAL INC 162.4K -8.1K (-4.7%) 3.15M -91.7K (-2.8%) 0.27% -0.023 pp 0.00% +0.000 pp USD6.91 +181.0% 56 qtrs
75 ROYAL BANK OF CANADA 154.8K +25.3K (+19.5%) 3.01M +541.0K (+21.9%) 0.25% +0.034 pp 0.00% +0.000 pp USD14.40 +34.9% 44 qtrs
76 AMERICAN CENTURY COMPANIES INC 150.8K -73.2K (-32.7%) 2.93M -1.3M (-31.3%) 0.25% -0.133 pp 0.00% -0.001 pp USD10.60 +83.2% 19 qtrs
77 VESTCOR INC 150.4K +— (+0.0%) 2.92M +57.0K (+2.0%) 0.25% -0.009 pp 0.08% -0.002 pp USD14.32 +35.6% 4 qtrs
78 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 142.0K -5.1K (-3.5%) 2.76M -43.3K (-1.5%) 0.23% -0.017 pp 0.02% -0.001 pp USD10.57 +83.7% 15 qtrs
79 RAYMOND JAMES FINANCIAL INC 139.7K -1.2K (-0.9%) 2.71M +29.9K (+1.1%) 0.23% -0.010 pp 0.00% +0.000 pp USD13.00 +49.4% 5 qtrs
80 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 139.0K +139.0K (+100.0%) 2.70M +2.7M (+100.0%) 0.23% +0.227 pp 0.00% +0.002 pp USD19.42 +0.0% 3 qtrs
81 DIVISADERO STREET CAPITAL MANAGEMENT, LP 138.5K +— (+0.0%) 2.69M +52.6K (+2.0%) 0.23% -0.008 pp 0.13% +0.011 pp USD14.46 +34.3% 6 qtrs
82 FJ CAPITAL MANAGEMENT LLC 133.5K +133.5K (+100.0%) 2.59M +2.6M (+100.0%) 0.22% +0.218 pp 0.29% +0.286 pp USD19.42 +0.0% 3 qtrs
83 SWISS NATIONAL BANK 114.2K +14.4K (+14.4%) 2.22M +317.6K (+16.7%) 0.19% +0.018 pp 0.00% +0.000 pp USD9.57 +102.9% 13 qtrs
84 FORTRESS PRIVATE LEDGER, LLC 114.0K -6.9K (-5.7%) 2.21M -88.2K (-3.8%) 0.19% -0.018 pp 0.73% -0.110 pp USD12.22 +58.9% 5 qtrs
85 JACKSON CREEK INVESTMENT ADVISORS LLC 111.9K +18.4K (+19.6%) 2.17M +392.0K (+22.0%) 0.18% +0.025 pp 0.64% +0.127 pp USD19.10 +1.7% 4 qtrs
86 SEI INVESTMENTS CO 110.0K +40.1K (+57.4%) 2.14M +806.0K (+60.6%) 0.18% +0.062 pp 0.00% +0.001 pp USD15.00 +29.5% 14 qtrs
87 ENGINEERS GATE MANAGER LP 106.5K +36.9K (+52.9%) 2.07M +742.2K (+55.9%) 0.17% +0.056 pp 0.02% +0.009 pp USD18.04 +7.6% 11 qtrs
88 CRESSET ASSET MANAGEMENT, LLC 101.0K +197.0 (+0.2%) 1.96M +42.1K (+2.2%) 0.17% -0.006 pp 0.01% +0.000 pp USD14.15 +37.2% 3 qtrs
89 L & S ADVISORS INC 99.8K +99.8K (+100.0%) 1.94M +1.9M (+100.0%) 0.16% +0.163 pp 0.18% +0.179 pp USD19.42 +0.0% 1 qtrs NEW
90 SCHONFELD STRATEGIC ADVISORS LLC 93.3K +3.5K (+3.8%) 1.81M +101.2K (+5.9%) 0.15% +0.000 pp 0.01% -0.002 pp USD14.05 +38.2% 11 qtrs
91 STERLING CAPITAL MANAGEMENT LLC 89.2K +— (+0.0%) 1.73M +33.9K (+2.0%) 0.15% -0.005 pp 0.03% +0.003 pp USD13.50 +43.9% 6 qtrs
92 PERRITT CAPITAL MANAGEMENT INC 80.4K +— (+0.0%) 1.56M +30.6K (+2.0%) 0.13% -0.005 pp 2.61% +1.885 pp USD8.27 +134.8% 13 qtrs
93 SENTINUS, LLC 80.4K +80.4K (+100.0%) 1.56M +1.6M (+100.0%) 0.13% +0.131 pp 0.15% +0.150 pp USD19.42 +0.0% 1 qtrs NEW
94 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 79.8K -1.1K (-1.4%) 1.55M +9.0K (+0.6%) 0.13% -0.007 pp 0.00% +0.000 pp USD14.77 +31.5% 51 qtrs
95 VOYA INVESTMENT MANAGEMENT LLC 79.7K +1.6K (+2.0%) 1.55M +60.6K (+4.1%) 0.13% -0.002 pp 0.00% +0.000 pp USD11.15 +74.2% 51 qtrs
96 UBS ASSET MANAGEMENT AMERICAS INC 77.8K +7.0K (+9.9%) 1.51M +162.7K (+12.1%) 0.13% +0.007 pp 0.00% +0.000 pp USD11.45 +69.6% 13 qtrs
97 RHUMBLINE ADVISERS 75.9K -6.0K (-7.3%) 1.47M -85.6K (-5.5%) 0.12% -0.015 pp 0.00% 0.000 pp USD10.87 +78.7% 51 qtrs
98 RITHOLTZ WEALTH MANAGEMENT 74.6K +2.5K (+3.5%) 1.45M +76.1K (+5.5%) 0.12% 0.000 pp 0.03% 0.000 pp USD14.77 +31.5% 4 qtrs
99 TEACHER RETIREMENT SYSTEM OF TEXAS 73.8K -4.3K (-5.5%) 1.43M -53.4K (-3.6%) 0.12% -0.012 pp 0.01% -0.001 pp USD10.55 +84.1% 13 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 105 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco Dorsey Wright Consumer Staples Momentum ETF PSL 1.46% 1.24M 0.74%
2 Invesco S&P SmallCap 600 Revenue ETF RZG 1.35% 1.94M 0.35%
3 ETC 6 Meridian Small Cap Equity ETF SIXS 1.34% 1.42M 0.52%
4 Even Herd Long Short ETF EHLS 1.30% 784.3K 2.62%
5 Inspire Fidelis Multi Factor ETF FDLS 1.05% 2.42M 0.66%
6 First Trust Multi-Manager Small Cap Opportunities ETF MMSC 0.85% 449.8K 0.95%
7 Invesco S&P SmallCap Momentum ETF XSMO 0.78% 23.87M 0.36%
8 Invesco S&P SmallCap Value with Momentum ETF XSVM 0.72% 4.72M 0.37%
9 Invesco Dorsey Wright SmallCap Momentum ETF DWAS 0.58% 2.73M 0.60%
10 Hartford Multifactor Small Cap ETF ROSC 0.58% 353.5K 0.34%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
6
Shares acquired
Shares disposed
102.5K
Cash buys
Cash sales
6.00
Net activity
-102,491
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
2026-05-20 APPEL MATTHEW W Director S-Sale D Class A Non-Voting Common Stock 15,037 33.25 500.0K 124,975 D
2026-05-12 Kulas Jason A. Director S-Sale D Class A Non-Voting Common Stock 20,000 33.56 671.2K 172,948 I
2026-03-26 Tillett Gary Director A-Award A Class A Non-Voting Common Stock 6,641 25.60 170.0K 140,124 I
2026-03-26 Kulas Jason A. Director A-Award A Class A Non-Voting Common Stock 6,641 25.60 170.0K 192,948 I
2026-03-26 ESPINOSA PABLO LAGOS Director A-Award A Class A Non-Voting Common Stock 6,641 25.60 170.0K 227,543 I
2026-03-26 Arnold Zena Srivatsa Director A-Award A Class A Non-Voting Common Stock 6,641 25.60 170.0K 160,124 D
2026-03-26 APPEL MATTHEW W Director A-Award A Class A Non-Voting Common Stock 6,641 25.60 170.0K 140,012 D
2026-03-02 Sajnani Sunil Officer S-Sale D Class A Non-Voting Common Stock 18,353 26.76 491.1K 85,249 D
2026-02-23 Tillett Gary Director S-Sale D Class A Non-Voting Common Stock 10,000 25.50 255.0K 133,483 D
2026-02-19 ESPINOSA PABLO LAGOS Director S-Sale D Class A Non-Voting Common Stock 20,000 25.00 500.0K 208,177 I
2026-02-18 Tillett Gary Director S-Sale D Class A Non-Voting Common Stock 10,000 25.00 250.0K 143,483 D
2026-02-17 Swies Nicole Officer S-Sale D Class A Non-Voting Common Stock 24,138 24.75 597.4K 115,266 D
2026-02-17 Bryant Ellen H Officer S-Sale D Class A Non-Voting Common Stock 20,000 25.00 500.0K 147,786 D
2025-11-19 VANROEKEL LISA Officer A-Award A Restricted Stock Units 16,317 0.00 172,834 D
2025-11-19 Swies Nicole Officer M-Exempt D Restricted Stock Units 60,007 0.00 88,002 D
2025-11-19 Sajnani Sunil Officer M-Exempt D Restricted Stock Units 49,388 0.00 81,754 D
2025-11-19 Powell John Blair Jr. Officer M-Exempt A Class A Non-Voting Common Stock 145,522 17.82 2.59M 291,505 D
2025-11-19 Jugmans Timothy Officer A-Award A Restricted Stock Units 29,482 0.00 348,968 D
2025-11-19 Given Lachlan P Director / Officer A-Award A Restricted Stock Units 110,155 0.00 1,224,715 D
2025-11-19 Croney Michael James Officer A-Award A Restricted Stock Units 702 0.00 13,242 D
2025-11-19 Bryant Ellen H Officer M-Exempt D Restricted Stock Units 53,622 0.00 122,409 D
2025-11-12 VANROEKEL LISA Officer A-Award A Restricted Stock Units 26,261 0.00 156,517 D
2025-11-12 Swies Nicole Officer A-Award A Restricted Stock Units 13,918 0.00 132,699 D
2025-11-12 Sajnani Sunil Officer A-Award A Restricted Stock Units 14,706 0.00 117,989 D
2025-11-12 Powell John Blair Jr. Officer A-Award A Restricted Stock Units 84,034 0.00 470,259 D
2025-11-12 Jugmans Timothy Officer A-Award A Restricted Stock Units 73,529 0.00 319,486 D
2025-11-12 Given Lachlan P Director / Officer A-Award A Restricted Stock Units 210,084 0.00 1,114,560 D
2025-11-12 Fugitt James W. Officer A-Award A Restricted Stock Units 18,382 0.00 18,382 D
2025-11-12 Croney Michael James Officer A-Award A Restricted Stock Units 5,515 0.00 12,540 D
2025-11-12 Bryant Ellen H Officer A-Award A Restricted Stock Units 30,200 0.00 160,011 D
2025-09-19 APPEL MATTHEW W Director S-Sale D Class A Non-Voting Common Stock 9,038 18.02 162.8K 133,371 D
2025-09-08 APPEL MATTHEW W Director S-Sale D Class A Non-Voting Common Stock 9,000 17.03 153.2K 142,409 D
2025-08-27 Fugitt James W. Officer 0 0.00 0
2025-06-10 Powell John Blair Jr. Officer S-Sale D Class A Non-Voting Common Stock 3,500 13.81 48.3K 145,983 D
2025-05-22 Powell John Blair Jr. Officer S-Sale D Class A Non-Voting Common Stock 10,000 13.26 132.6K 149,483 D
2025-05-15 Powell John Blair Jr. Officer S-Sale D Class A Non-Voting Common Stock 10,000 13.73 137.3K 159,483 D
2025-05-13 Powell John Blair Jr. Officer S-Sale D Class A Non-Voting Common Stock 20,000 14.17 283.4K 169,483 D
2025-05-08 Powell John Blair Jr. Officer S-Sale D Class A Non-Voting Common Stock 42,500 14.55 618.4K 189,483 D
2025-03-13 Tillett Gary Director A-Award A Class A Non-Voting Common Stock 12,725 13.36 170.0K 153,483 D
2025-03-13 Kulas Jason A. Director A-Award A Class A Non-Voting Common Stock 12,725 13.36 170.0K 12,725 D
2025-03-13 ESPINOSA PABLO LAGOS Director A-Award A Class A Non-Voting Common Stock 12,725 13.36 170.0K 12,275 D
2025-03-13 Arnold Zena Srivatsa Director A-Award A Class A Non-Voting Common Stock 12,725 13.36 170.0K 153,483 D
2025-03-13 APPEL MATTHEW W Director A-Award A Class A Non-Voting Common Stock 12,725 13.36 170.0K 151,409 D
2025-02-10 Croney Michael James Officer Restricted Stock Units 11,039 11.21 123.7K 0 D
2025-01-01 Vigiolto Damon Officer Class A Non-Voting Common Stock 0 0.00 63,174 D
2024-12-05 Swies Nicole Officer S-Sale D Class A Non-Voting Common Stock 10,000 12.47 124.7K 101,813 D
2024-11-22 Sajnani Sunil Officer S-Sale D Class A Non-Voting Common Stock 34,493 12.42 428.4K 66,242 D
2024-11-15 VANROEKEL LISA Officer A-Award A Restricted Stock Units 35,682 0.00 130,256 D
2024-11-15 Swies Nicole Officer A-Award A Restricted Stock Units 23,639 0.00 118,781 D
2024-11-15 Sajnani Sunil Officer A-Award A Restricted Stock Units 24,977 0.00 103,283 D
2024-11-15 Powell John Blair Jr. Officer A-Award A Restricted Stock Units 107,047 0.00 386,225 D
2024-11-15 Jugmans Timothy Officer A-Award A Restricted Stock Units 80,285 0.00 245,957 D
2024-11-15 Hicks Robert J Officer A-Award A Restricted Stock Units 6,690 0.00 34,731 D
2024-11-15 Given Lachlan P Director / Officer A-Award A Restricted Stock Units 267,618 0.00 904,476 D
2024-11-15 Bryant Ellen H Officer A-Award A Restricted Stock Units 40,142 0.00 129,811 D
2024-11-12 VANROEKEL LISA Officer F-InKind D Class A Non-Voting Common Stock 23,427 11.77 275.7K 85,063 D
2024-11-12 Swies Nicole Officer A-Award A Restricted Stock Units 2,721 0.00 159,555 D
2024-11-12 Sajnani Sunil Officer A-Award A Restricted Stock Units 2,239 0.00 131,320 D
2024-11-12 Robertson Keith John Officer F-InKind D Class A Non-Voting Common Stock 29,635 11.77 348.8K 120,891 D
2024-11-12 Powell John Blair Jr. Officer A-Award A Restricted Stock Units 9,599 0.00 415,346 D
2024-11-12 Jugmans Timothy Officer A-Award A Restricted Stock Units 5,599 0.00 249,271 D
2024-11-12 Hicks Robert J Officer A-Award A Restricted Stock Units 2,588 0.00 39,822 D
2024-11-12 Given Lachlan P Director / Officer F-InKind D Class A Non-Voting Common Stock 176,828 11.77 2.08M 659,753 D
2024-11-12 Bryant Ellen H Officer M-Exempt A Class A Non-Voting Common Stock 35,027 11.77 412.3K 149,050 D
2024-10-01 Powell John Blair Jr. Officer F-InKind D Class A Non-Voting Common Stock 3,700 11.21 41.5K 146,674 D
2024-09-30 Hicks Robert J Officer D Restricted Stock Units 9,907 0.00 0
2024-05-15 APPEL MATTHEW W Director S-Sale D Class A Non-Voting Common Stock 26,490 10.32 273.3K 138,684
2024-04-01 Swies Nicole Officer S-Sale D Class A Non-Voting Common Stock 2,250 11.38 25.6K 71,458
2024-03-21 Tillett Gary Director A-Award A Class A Non-Voting Common Stock 15,037 10.64 160.0K 140,758
2024-03-21 Kulas Jason A. Director A-Award A Class A Non-Voting Common Stock 15,037 10.64 160.0K 59,565
2024-03-21 ESPINOSA PABLO LAGOS Director A-Award A Class A Non-Voting Common Stock 15,037 10.64 160.0K 228,177
2024-03-21 Arnold Zena Srivatsa Director A-Award A Class A Non-Voting Common Stock 15,037 10.64 160.0K 140,758
2024-03-21 APPEL MATTHEW W Director A-Award A Class A Non-Voting Common Stock 15,037 10.64 160.0K 165,174
2024-03-04 ESPINOSA PABLO LAGOS Director S-Sale D Class A Non-Voting Common Stock 20,000 10.33 206.7K 213,140
2024-02-29 Swies Nicole Officer S-Sale D Class A Non-Voting Common Stock 9,000 10.59 95.3K 73,708
2024-02-01 APPEL MATTHEW W Director S-Sale D Class A Non-Voting Common Stock 3,454 9.64 33.3K 186,646
2024-01-02 Swies Nicole Officer S-Sale D Class A Non-Voting Common Stock 2,250 8.73 19.6K 82,708
2023-12-22 APPEL MATTHEW W Director S-Sale D Class A Non-Voting Common Stock 1,200 9.01 10.8K 190,100
2023-12-21 APPEL MATTHEW W Director S-Sale D Class A Non-Voting Common Stock 3,914 9.02 35.3K 191,300
2023-12-20 APPEL MATTHEW W Director S-Sale D Class A Non-Voting Common Stock 8,226 9.03 74.3K 195,214
2023-11-20 VANROEKEL LISA Officer A-Award A Restricted Stock Units 42,424 0.00 143,935
2023-11-20 Swies Nicole Officer A-Award A Restricted Stock Units 41,236 0.00 148,979
2023-11-20 Sajnani Sunil Officer A-Award A Restricted Stock Units 33,939 0.00 122,617
2023-11-20 Robertson Keith John Officer A-Award A Restricted Stock Units 41,339 0.00 129,620
2023-11-20 Powell John Blair Jr. Officer A-Award A Restricted Stock Units 145,454 0.00 388,236
2023-11-20 Jugmans Timothy Officer A-Award A Restricted Stock Units 84,848 0.00 232,979
2023-11-20 Hicks Robert J Officer A-Award A Restricted Stock Units 9,090 0.00 32,842
2023-11-20 Given Lachlan P Director / Officer A-Award A Restricted Stock Units 315,151 0.00 816,759
2023-11-20 Bryant Ellen H Officer A-Award A Restricted Stock Units 41,212 0.00 116,687
2023-11-14 VANROEKEL LISA Officer M-Exempt A Class A Non-Voting Common Stock 80,716 8.52 687.7K 80,716
2023-11-14 Swies Nicole Officer M-Exempt A Class A Non-Voting Common Stock 85,327 8.52 727.0K 118,534
2023-11-14 Sajnani Sunil Officer A-Award A Restricted Stock Units 15,703 0.00 169,394
2023-11-14 Robertson Keith John Officer A-Award A Restricted Stock Units 15,322 0.00 165,537
2023-11-14 Powell John Blair Jr. Officer F-InKind D Class A Non-Voting Common Stock 34,030 8.52 289.9K 140,467
2023-11-14 Jugmans Timothy Officer A-Award A Restricted Stock Units 22,099 0.00 233,458
2023-11-14 Hicks Robert J Officer F-InKind D Class A Non-Voting Common Stock 4,386 8.52 37.4K 13,630
2023-11-14 Given Lachlan P Director / Officer M-Exempt A Class A Non-Voting Common Stock 172,962 8.52 1.47M 656,370
2023-11-14 Bryant Ellen H Officer M-Exempt A Class A Non-Voting Common Stock 50,448 8.52 429.8K 133,874
2023-10-02 Swies Nicole Officer S-Sale D Class A Non-Voting Common Stock 2,250 8.26 18.6K 35,457
2023-10-02 Powell John Blair Jr. Officer F-InKind D Class A Non-Voting Common Stock 3,700 8.25 30.5K 88,015
2023-08-22 Swies Nicole Officer S-Sale D Class A Non-Voting Common Stock 2,250 8.54 19.2K 33,207
2023-03-03 Tillett Gary Director A-Award A Class A Non-Voting Common Stock 18,038 8.87 160.0K 125,721
2023-03-03 Kulas Jason A. Director A-Award A Class A Non-Voting Common Stock 18,038 8.87 160.0K 44,528
2023-03-03 ESPINOSA PABLO LAGOS Director A-Award A Class A Non-Voting Common Stock 18,038 8.87 160.0K 233,140
2023-03-03 Arnold Zena Srivatsa Director A-Award A Class A Non-Voting Common Stock 18,038 8.87 160.0K 125,721
2023-03-03 APPEL MATTHEW Director A-Award A Class A Non-Voting Common Stock 18,038 8.87 160.0K 203,440
2022-11-16 Welch Thomas H JR Officer M-Exempt D Restricted Stock Units 50,773 0.00 119,404 D
2022-11-16 VANROEKEL LISA Officer A-Award A Restricted Stock Units 6,923 0.00 165,226
2022-11-16 Swies Nicole Officer A-Award A Restricted Stock Units 7,490 0.00 175,016
2022-11-16 Sajnani Sunil Officer M-Exempt A No securities beneficially held 19,249 9.85 189.6K 19,249
2022-11-16 Robertson Keith John Officer F-InKind D Class A Non-Voting Common Stock 10,101 9.85 99.5K 41,339
2022-11-16 Powell John Blair Jr. Officer A-Award A Restricted Stock Units 15,834 0.00 297,364
2022-11-16 Jugmans Timothy Officer A-Award A Restricted Stock Units 9,721 0.00 211,359
2022-11-16 Hicks Robert J Officer A-Award A Restricted Stock Units 1,651 0.00 37,852
2022-11-16 Given Lachlan P Officer A-Award A Restricted Stock Units 27,434 0.00 610,483
2022-11-16 Bryant Ellen H Officer M-Exempt D Restricted Stock Units 25,599 9.85 252.2K 104,457
2022-10-11 VANROEKEL LISA Officer A-Award A Restricted Stock Units 42,542 7.71 328.0K 149,025
2022-10-11 Swies Nicole Officer A-Award A Restricted Stock Units 44,124 7.71 340.2K 177,067
2022-10-11 Sajnani Sunil Officer A-Award A Restricted Stock Units 36,316 7.71 280.0K 157,497
2022-10-11 Robertson Keith John Officer A-Award A Restricted Stock Units 37,872 7.71 292.0K 176,920
2022-10-11 Powell John Blair Jr. Officer A-Award A Restricted Stock Units 107,003 7.71 825.0K 306,263
2022-10-11 Jugmans Timothy Officer A-Award A Restricted Stock Units 64,850 7.71 500.0K 209,536
2022-10-11 Hicks Robert J Officer A-Award A Restricted Stock Units 9,727 7.71 75.0K 34,130
2022-10-11 Given Lachlan P Officer A-Award A Restricted Stock Units 259,403 7.71 2.00M 637,471
2022-10-11 Bryant Ellen H Officer A-Award A Restricted Stock Units 39,429 7.71 304.0K 130,056
2022-10-01 Bryant Ellen H Officer D Restricted Stock Units 25,599 6.46 165.4K 0
2022-09-30 Powell John Blair Jr. Officer F-InKind D Class A Non-Voting Common Stock 2,412 7.71 18.6K 80,593
2022-03-07 VANROEKEL LISA Officer A-Award A Restricted Stock Units 4,551 0.00 97,205
2022-03-07 Tillett Gary Director A-Award A Class A Non-Voting Common Stock 26,490 6.04 160.0K 107,683
2022-03-07 Powell John Blair Jr. Officer A-Award A Restricted Stock Units 35,558 0.00 189,319
2022-03-07 Kulas Jason A. Director A-Award A Class A Non-Voting Common Stock 26,490 6.04 160.0K 140,507
2022-03-07 Jugmans Timothy Officer A-Award A Restricted Stock Units 2,844 0.00 134,878
2022-03-07 Given Lachlan P Officer A-Award A Restricted Stock Units 85,340 0.00 358,187
2022-03-07 ESPINOSA PABLO LAGOS Director A-Award A Class A Non-Voting Common Stock 26,490 6.04 160.0K 215,102
2022-03-07 Arnold Zena Srivatsa Director A-Award A Class A Non-Voting Common Stock 26,490 6.04 160.0K 107,683
2022-03-07 APPEL MATTHEW Director A-Award A Class A Non-Voting Common Stock 26,490 6.04 160.0K 185,402
2021-11-17 Welch Thomas H JR Officer F-InKind D Class A Non-Voting Common Stock 11,927 7.83 93.4K 159,476
2021-11-17 VANROEKEL LISA Officer A-Award A Restricted Stock Units 9,278 5.03 46.7K 106,483
2021-11-17 Swies Nicole Officer M-Exempt D Restricted Stock Units 11,682 7.83 91.5K 123,135
2021-11-17 Sajnani Sunil Officer A-Award A Restricted Stock Units 9,278 5.03 46.7K 121,181
2021-11-17 Robertson Keith John Officer F-InKind D Class A Non-Voting Common Stock 3,204 783.00 2.51M 9,954
2021-11-17 Powell John Blair Jr. Officer M-Exempt A Class A Non-Voting Common Stock 13,083 7.83 102.4K 84,505
2021-11-17 Jugmans Timothy Officer M-Exempt D Restricted Stock Units 10,690 7.83 83.7K 132,034
2021-11-17 Hicks Robert J Officer A-Award A Restricted Stock Units 2,071 5.03 10.4K 24,403
2021-11-17 Given Lachlan P Officer M-Exempt D Restricted Stock Units 70,093 7.83 548.8K 272,847
2021-10-13 Welch Thomas H JR Officer A-Award A Restricted Stock Units 43,328 0.00 191,240
2021-10-13 VANROEKEL LISA Officer A-Award A Restricted Stock Units 36,988 0.00 92,654
2021-10-13 Swies Nicole Officer A-Award A Restricted Stock Units 44,940 0.00 134,817
2021-10-13 Sajnani Sunil Officer A-Award A Restricted Stock Units 36,988 0.00 111,903
2021-10-13 Robertson Keith John Officer A-Award A Restricted Stock Units 35,402 0.00 143,326
2021-10-13 Powell John Blair Jr. Officer A-Award A Class A Non-Voting Common Stock 29,722 7.57 225.0K 71,422
2021-10-13 Kuthy Francisco Officer A-Award A Restricted Stock Units 39,630 0.00 206,049
2021-10-13 Kulas Jason A. Director / Officer A-Award A Restricted Stock Units 280,713 0.00 663,709
2021-10-13 Jugmans Timothy Officer A-Award A Restricted Stock Units 55,482 0.00 142,724
2021-10-13 Given Lachlan P Officer A-Award A Restricted Stock Units 79,260 0.00 342,940
2021-09-30 Swies Nicole Officer D Class A Non-Voting Common Stock 14,018 0.00 0
2021-05-03 Kulas Jason A. Director / Officer P-Purchase A Class A Non-Voting Common Stock 1,000 5.75 5.8K 114,017
2021-04-01 Kulas Jason A. Director / Officer P-Purchase A Class A Non-Voting Common Stock 1,000 5.05 5.1K 113,017
2021-03-02 Kulas Jason A. Director / Officer P-Purchase A Class A Non-Voting Common Stock 1 4.87 4.87 134,120
2021-03-01 Kulas Jason A. Director / Officer F-InKind D Class A Non-Voting Common Stock 22,103 4.94 109.2K 112,017
2021-02-22 Welch Thomas H JR Officer A-Award A Restricted Stock Units 65,208 0.00 147,912
2021-02-22 VANROEKEL LISA Officer A-Award A Restricted Stock Units 55,666 0.00 55,666
2021-02-22 Swies Nicole Officer A-Award A Restricted Stock Units 58,846 0.00 89,877
2021-02-22 Sajnani Sunil Officer A-Award A Restricted Stock Units 55,666 0.00 74,915
2021-02-22 Robertson Keith John Officer A-Award A Restricted Stock Units 53,280 0.00 107,924
2021-02-22 Powell John Blair Jr. Officer A-Award A Restricted Stock Units 59,642 0.00 107,399
2021-02-22 Kuthy Francisco Officer A-Award A Restricted Stock Units 79,522 0.00 166,419
2021-02-22 Kulas Jason A. Director / Officer A-Award A Restricted Stock Units 253,479 0.00 382,996
2021-02-22 Jugmans Timothy Officer A-Award A Restricted Stock Units 58,846 0.00 87,242
2021-02-22 Given Lachlan P Officer A-Award A Restricted Stock Units 119,284 0.00 263,680
2021-02-18 Tillett Gary Director A-Award A Class A Non-Voting Common Stock 31,936 5.01 160.0K 81,193
2021-02-18 ESPINOSA PABLO LAGOS Director A-Award A Class A Non-Voting Common Stock 31,936 5.01 160.0K 188,612
2021-02-18 Arnold Zena Srivatsa Director A-Award A Class A Non-Voting Common Stock 31,936 5.01 160.0K 81,193
2021-02-18 APPEL MATTHEW Director A-Award A Class A Non-Voting Common Stock 31,936 5.01 160.0K 158,912
2021-02-01 Kulas Jason A. Director / Officer P-Purchase A Class A Non-Voting Common Stock 1,000 4.57 4.6K 133,120
2021-01-19 Welch Thomas H JR Officer A-Award A Restricted Stock Units 50,773 0.00 82,704
2021-01-19 Swies Nicole Officer A-Award A Restricted Stock Units 19,349 0.00 31,031
2021-01-19 Sajnani Sunil Officer A-Award A Restricted Stock Units 19,249 0.00 19,249
2021-01-19 Robertson Keith John Officer A-Award A Restricted Stock Units 41,486 0.00 54,644
2021-01-19 Powell John Blair Jr. Officer A-Award A Restricted Stock Units 34,674 0.00 47,757
2021-01-19 Kuthy Francisco Officer A-Award A Restricted Stock Units 61,919 0.00 86,897
2021-01-19 Kulas Jason A. Director / Officer A-Award A Restricted Stock Units 129,517 0.00 129,517
2021-01-19 Jugmans Timothy Officer A-Award A Restricted Stock Units 17,706 0.00 28,396
2021-01-19 Given Lachlan P Officer A-Award A Restricted Stock Units 74,303 0.00 144,396
2021-01-18 Welch Thomas H JR Officer J-Other D Restricted Stock Units 6,386 0.00 31,931
2021-01-18 Swies Nicole Officer J-Other D Restricted Stock Units 2,336 0.00 11,682
2021-01-18 Robertson Keith John Officer J-Other D Restricted Stock Units 2,632 0.00 13,158
2021-01-18 Powell John Blair Jr. Officer J-Other D Restricted Stock Units 2,617 0.00 13,083
2021-01-18 Kuthy Francisco Officer J-Other D Restricted Stock Units 4,996 0.00 24,978
2021-01-18 Jugmans Timothy Officer J-Other D Restricted Stock Units 2,138 0.00 10,690
2021-01-18 Given Lachlan P Officer J-Other D Restricted Stock Units 14,019 0.00 70,093
2021-01-04 VANROEKEL LISA Officer D No securities beneficially held 0 0.00 0
2021-01-04 Kulas Jason A. Director / Officer P-Purchase A Class A Non-Voting Common Stock 1,000 4.82 4.8K 132,120
2020-12-24 Sajnani Sunil Officer D No securities beneficially held 0 0.00 0
2020-12-22 Zeegers Rosa C Director A-Award A Class A Non-Voting Common Stock 15,905 5.03 80.0K 49,257
2020-12-22 Webb Robert W.K. Director A-Award A Class A Non-Voting Common Stock 15,905 5.03 80.0K 49,257
2020-12-22 Tillett Gary Director A-Award A Class A Non-Voting Common Stock 15,905 5.03 80.0K 49,257
2020-12-22 Stone Kent V. Director A-Award A Class A Non-Voting Common Stock 15,905 5.03 80.0K 49,257
2020-12-22 ESPINOSA PABLO LAGOS Director A-Award A Class A Non-Voting Common Stock 15,905 5.03 80.0K 156,676
2020-12-22 Dooner Hugo R. Director A-Award A Class A Non-Voting Common Stock 15,905 5.03 80.0K 28,251

Executive team

Top executives
EBIT / Employee
21.2K
Shares Outstanding
58.57M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-21 4
2026-05-18 8-K
2026-05-13 4
2026-05-06 8-K
2026-05-06 10-Q
2026-03-30 4/A
2026-03-30 4
2026-03-30 4
2026-03-30 4
2026-03-30 4

Executive team

NameTitleCompensationGender
Phillip Ean Cohen Executive Chairman 5M male
Lachlan Given Chief Executive Officer & Director 2M male
John Blair Powell Jr. Chief Operating Officer 2M male
Timothy K. Jugmans Chief Financial Officer 1M male
Ellen H. Bryant Chief Legal Officer & Secretary 919.8K female
Lisa VanRoekel Chief Human Resources Officer 780.9K female
Michael J. Croney Chief Accounting Officer male
Michael Keim Director of Financial Planning and Analysis/Pricing male
Sunil Sajnani Chief Audit & Loss Prevention Executive male
James W. Fugitt Chief Technology Officer male
ESG Rating
B
FINANCIAL - CREDIT SERVICES
Rank: 31 out of 77
2016
E (Environmental)
72.6 / 60.0
Company / Sector avg.
S (Social)
64.5 / 63.1
Company / Sector avg.
G (Governance)
74.0 / 59.1
Company / Sector avg.
ESG Total
70.4 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT 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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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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits