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Federated Hermes, Inc. (FHI)

USD58.12 -1.42 (-2.39%)
US NYSE S&P 500 Financial Services Asset Management
Address Federated Investors Tower 15222
Pittsburgh, PA, US
CEO John Christopher Donahue
IPO 1998-05-14
CIK 1056288 ISIN US3142111034

Explore sections of this company profile

Description

Federated Hermes, Inc. (FHI) is a publicly listed holding company primarily engaged in asset management. Through its extensive network of subsidiaries, the firm delivers specialized financial services to a wide array of clients. These include high-net-worth individuals, banking and thrift institutions, investment companies, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, state and municipal governmental entities, and registered investment advisors. FHI is responsible for managing a variety of investment products, including client-focused mutual funds across equity, fixed income, balanced, and money market categories, alongside bespoke portfolios in similar asset classes. The company's investment reach extends to public equity and fixed income markets worldwide. Its equity strategies involve investing in growth and value stocks of small, mid, and large-capitalization firms. Within fixed income, FHI allocates capital to ultra-short, short-term, and intermediate-term mortgage-backed securities, U.S. Government debt, corporate bonds, high-yield instruments, and municipal securities. To identify equity opportunities, the firm utilizes a combination of fundamental and quantitative analysis. Federated Hermes, Inc. was founded in 1955 and maintains its principal offices in Pittsburgh, Pennsylvania, complemented by presences in New York City and London, United Kingdom.

News Sentiment (7d)
72 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 2003-04-15 Active
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
USD58.12 -1.42 (-2.39%)
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Volume Profile
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Liquidity & share structure
Average Volume
787.7K
Beta
0.63
Float Shares
69.22M
Free Float %
91.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.41% +0.02% +0.81% +2.62% +10.62% +7.01% +29.76% +50.07% +72.19% +77.40% +321.80%
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 (21 ratings, all time) Hold
Price Targets & DCF
Current price
58.12
Low 56.00 -3.6%
Consensus 56.00 -3.6%
Median 56.00 -3.6%
High 56.00 -3.6%
DCF (Unlevered) 159.67 +174.7%
DCF (Levered) 116.05 +99.7%

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) 13% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 6 -1
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
56.00
-3.6%
Last Quarter 1
56.00
-3.6%
Last Year 3
54.00
-7.1%
All Time 9
42.94
-26.1%
Quality scores
Altman Z-Score
6.06
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
9 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Asset Management: +17.4%
    +11.0% Q1'26: +13.6% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    +58.8% Q1'26: +1.6% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +23.8% Q1'26: +5.0% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +30.9% Q1'26: +27.6% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +42.6% Q1'26: +36.8% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    -5.5% Q1'26: -6.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.78× Q1'26: 0.81× (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 (0.65) × ERP
WACC = 90% × Ke + 10% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 159.67 Current price: 58.12
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
5 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
est: 1.11B (-100.0%)
895.11M
est: 995.54M (-10.1%)
945.71M
est: 907.08M (+4.3%)
878.37M
est: 884.54M (-0.7%)
859.25M
est: 877.97M (-2.1%)
926.61M
est: 921.96M (+0.5%)
1.14B
est: 1.15B (-0.3%)
1.10B
est: 1.11B (-0.4%)
1.14B
est: 1.13B (+0.4%)
1.33B
est: 1.32B (+0.5%)
1.45B
est: 1.44B (+0.8%)
1.30B
est: 1.32B (-1.2%)
1.45B
est: 1.46B (-0.7%)
1.61B
est: 1.59B (+1.0%)
1.63B
est: 1.63B (+0.4%)
1.81B
est: 1.79B (+1.4%)
1.96B
1.93B – 1.98B
+9.5% YoY
2.06B
2.00B – 2.11B
+5.3% YoY
2.15B
2.07B – 2.22B
+4.1% YoY
2.25B
2.20B – 2.30B
+4.9% YoY
EBITDA
322.20M
est: 303.48M (+6.2%)
279.77M
est: 282.03M (-0.8%)
323.04M
est: 301.64M (+7.1%)
262.18M
est: 279.28M (-6.1%)
248.65M
est: 264.12M (-5.9%)
288.98M
est: 276.96M (+4.3%)
345.26M
est: 331.41M (+4.2%)
352.15M
est: 340.77M (+3.3%)
347.37M
est: 334.94M (+3.7%)
375.93M
est: 361.83M (+3.9%)
448.08M
est: 399.82M (+12.1%)
396.28M
est: 405.50M (-2.3%)
396.40M
est: 388.18M (+2.1%)
427.60M
est: 525.14M (-18.6%)
416.70M
est: 536.04M (-22.3%)
582.52M
est: 588.98M (-1.1%)
645.16M
635.34M – 651.71M
+9.5% YoY
679.37M
659.49M – 695.94M
+5.3% YoY
707.26M
683.60M – 730.93M
+4.1% YoY
741.91M
725.86M – 757.35M
+4.9% YoY
EBIT
301.12M
est: 292.32M (+3.0%)
265.37M
est: 261.96M (+1.3%)
312.59M
est: 74.87M (+317.5%)
251.74M
est: 253.35M (-0.6%)
237.95M
est: 242.44M (-1.9%)
279.45M
est: 269.91M (+3.5%)
335.68M
est: 325.13M (+3.2%)
341.51M
est: 319.84M (+6.8%)
330.28M
est: 356.83M (-7.4%)
347.93M
est: 321.86M (+8.1%)
418.15M
est: 360.37M (+16.0%)
366.27M
est: 367.25M (-0.3%)
368.32M
est: 395.52M (-6.9%)
400.73M
est: 526.00M (-23.8%)
394.27M
est: 536.91M (-26.6%)
560.26M
est: 589.93M (-5.0%)
646.21M
636.37M – 652.77M
+9.5% YoY
680.48M
660.56M – 697.07M
+5.3% YoY
708.41M
684.71M – 732.12M
+4.1% YoY
743.11M
727.03M – 758.58M
+4.9% YoY
Net Income
179.11M
est: 168.76M (+6.1%)
150.91M
est: 162.20M (-7.0%)
188.09M
est: 179.25M (+4.9%)
162.18M
est: 163.01M (-0.5%)
149.24M
est: 152.04M (-1.8%)
169.81M
est: 164.04M (+3.5%)
208.92M
est: 202.23M (+3.3%)
291.34M
est: 273.73M (+6.4%)
220.30M
est: 232.96M (-5.4%)
272.34M
est: 251.44M (+8.3%)
326.36M
est: 278.51M (+17.2%)
270.29M
est: 271.15M (-0.3%)
239.50M
est: 275.91M (-13.2%)
298.98M
est: 221.22M (+35.2%)
268.31M
est: 248.78M (+7.9%)
403.30M
est: 373.05M (+8.1%)
391.04M
382.01M – 391.94M
+4.8% YoY
424.38M
415.32M – 433.44M
+8.5% YoY
482.63M
469.31M – 495.96M
+13.7% YoY
474.65M
461.30M – 487.49M
-1.7% YoY
SGA
588.40M
est: 558.95M (+5.3%)
362.65M
est: 650.02M (-44.2%)
349.17M
est: 342.66M (+1.9%)
340.00M
est: 332.83M (+2.2%)
323.17M
est: 316.57M (+2.1%)
345.37M
est: 332.45M (+3.9%)
499.49M
est: 482.50M (+3.5%)
456.88M
est: 427.69M (+6.8%)
436.77M
est: 469.08M (-6.9%)
516.71M
est: 480.63M (+7.5%)
497.54M
est: 436.77M (+13.9%)
368.15M
est: 369.19M (-0.3%)
514.38M
est: 458.04M (+12.3%)
592.98M
est: 533.55M (+11.1%)
617.23M
est: 544.62M (+13.3%)
523.56M
est: 598.40M (-12.5%)
655.49M
645.51M – 662.14M
+9.5% YoY
690.25M
670.05M – 707.09M
+5.3% YoY
718.59M
694.54M – 742.63M
+4.1% YoY
753.79M
737.48M – 769.47M
+4.9% YoY
EPS
1.73
est: 1.55 (+11.6%)
1.45
est: 1.74 (-16.7%)
1.79
est: 1.53 (+17.0%)
1.55
est: 1.57 (-1.3%)
1.42
est: 1.49 (-4.7%)
1.62
est: 1.60 (+1.0%)
2.03
est: 1.99 (+2.1%)
2.87
est: 2.14 (+33.9%)
2.27
est: 2.26 (+0.5%)
2.69
est: 2.58 (+4.4%)
3.25
est: 3.07 (+5.9%)
2.77
est: 2.78 (-0.5%)
2.65
est: 2.78 (-4.5%)
3.40
est: 2.95 (+15.4%)
3.23
est: 3.32 (-2.8%)
5.37
est: 4.97 (+8.1%)
5.17
5.09 – 5.22
+4.0% YoY
5.68
5.53 – 5.77
+9.9% YoY
6.43
6.25 – 6.60
+13.2% YoY
6.32
6.14 – 6.49
-1.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 RBC Capital Sector Perform Sector Perform Maintain
2026-05-04 JP Morgan Underweight Underweight Maintain
2026-04-16 JP Morgan Neutral Underweight Downgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-05-08 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-05-07 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-05-06 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-05-05 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-05-04 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-05-01 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-30 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-29 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-28 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-27 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-24 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-23 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-22 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-21 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-20 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-17 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-16 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5
2026-04-15 A- 4/5 5/5 5/5 5/5 2/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
320.96M
OE per share TTM
4.32
Owner's Yield
7.93%
Maintenance CapEx ratio
0.37%
Maint CapEx / Avg PPE
9.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
130
Total invested
223.40M
Insider transactions (90d)
1
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 FEDERATED HERMES, INC. 10.72M 12.65% 10.72M 10.72M 10.00 HC 6.  Citizenship or Place of Organization 2024-03-25
2 Abigail P. Johnson 5.59M 6.49% 5.59M IN United States of America 2024-02-09
3 FMR LLC 5.59M 6.49% 5.59M 5.59M HC United States of America 2024-02-09
4 Ann C. Donahue 3.71M 5.44% 3.71M 3.71M IN United States 2024-11-06
5 J. Christopher Donahue 3.71M 5.44% 3.71M 3.71M IN United States 2024-11-06
6 Thomas R. Donahue 3.71M 5.44% 3.71M 3.71M IN United States 2024-11-06
7 Voting Shares Irrevocable Trust 3.71M 5.44% 3.71M 3.71M OO Pennsylvania 2024-11-06
8 Rhodora J. Donahue 0.00% IN Citizenship or place of Organization 2022-09-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
130
-254 vs prev Q
New positions
22
Closed positions
275
Increased
65
Reduced
32
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 8.25M -229.5K (-2.7%) 429.35M -10.8M (-2.4%) 10.98% -0.129 pp 0.01% 0.000 pp USD43.65 +19.3% 84 qtrs
2 BLACKROCK, INC. 5.66M +48.0K (+0.9%) 294.52M +3.3M (+1.1%) 7.53% +0.181 pp 0.01% 0.000 pp USD37.08 +40.4% 6 qtrs
3 FMR LLC 4.96M +12.1K (+0.2%) 258.12M +1.3M (+0.5%) 6.60% +0.119 pp 0.01% 0.000 pp USD34.55 +50.7% 70 qtrs
4 AQR CAPITAL MANAGEMENT LLC 3.04M +50.1K (+1.7%) 158.10M +3.0M (+2.0%) 4.04% +0.129 pp 0.08% -0.017 pp USD35.45 +46.9% 39 qtrs
5 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.03M +12.3K (+0.4%) 157.88M +1.1M (+0.7%) 4.04% +0.079 pp 0.02% -0.001 pp USD38.56 +35.0% 77 qtrs
6 LSV ASSET MANAGEMENT 2.89M +489.3K (+20.4%) 150.50M +25.8M (+20.7%) 3.85% +0.702 pp 0.33% +0.053 pp USD44.13 +18.0% 7 qtrs
7 FULLER & THALER ASSET MANAGEMENT, INC. 2.79M -31.7K (-1.1%) 145.07M -1.3M (-0.9%) 3.71% +0.017 pp 0.49% -0.007 pp USD35.13 +48.2% 42 qtrs
8 INVESCO LTD. 2.75M -188.6K (-6.4%) 143.26M -9.4M (-6.2%) 3.66% -0.190 pp 0.02% -0.002 pp USD36.82 +41.4% 57 qtrs
9 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 2.66M +5.6K (+0.2%) 138.65M +663.1K (+0.5%) 3.55% +0.063 pp 15.63% -0.745 pp USD51.37 +1.4% 41 qtrs
10 DIMENSIONAL FUND ADVISORS LP 2.31M +1.5K (+0.1%) 120.23M +409.5K (+0.3%) 3.07% +0.050 pp 0.03% -0.001 pp USD29.43 +76.9% 51 qtrs
11 STATE STREET CORP 1.80M -50.2K (-2.7%) 93.70M -2.4M (-2.5%) 2.40% -0.028 pp 0.00% 0.000 pp USD29.61 +75.9% 51 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 1.41M +74.0K (+5.5%) 73.42M +4.0M (+5.8%) 1.88% +0.126 pp 0.00% +0.000 pp USD31.89 +63.3% 78 qtrs
13 VICTORY CAPITAL MANAGEMENT INC 1.39M +615.1K (+78.9%) 72.62M +32.1M (+79.4%) 1.86% +0.835 pp 0.04% +0.017 pp USD51.64 +0.8% 40 qtrs
14 ALLIANZ ASSET MANAGEMENT GMBH 1.16M +153.6K (+15.2%) 60.50M +8.1M (+15.5%) 1.55% +0.226 pp 0.06% +0.003 pp USD43.74 +19.0% 26 qtrs
15 UBS GROUP AG 984.1K +74.4K (+8.2%) 51.24M +4.0M (+8.5%) 1.31% +0.118 pp 0.01% +0.001 pp USD41.65 +25.0% 45 qtrs
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 848.6K +44.2K (+5.5%) 44.19M +2.4M (+5.8%) 1.13% +0.076 pp 0.03% -0.001 pp USD39.30 +32.5% 14 qtrs
17 MORGAN STANLEY 825.5K -100.4K (-10.8%) 42.98M -5.1M (-10.6%) 1.10% -0.114 pp 0.00% 0.000 pp USD37.88 +37.5% 51 qtrs
18 QUBE RESEARCH & TECHNOLOGIES LTD 782.3K +3.4K (+0.4%) 40.74M +284.7K (+0.7%) 1.04% +0.021 pp 0.04% 0.000 pp USD45.52 +14.4% 15 qtrs
19 GOLDMAN SACHS GROUP INC 731.0K +128.8K (+21.4%) 38.06M +6.8M (+21.7%) 0.97% +0.184 pp 0.00% +0.001 pp USD37.36 +39.4% 73 qtrs
20 BANK OF NEW YORK MELLON CORP 679.2K -131.4K (-16.2%) 35.37M -6.7M (-16.0%) 0.90% -0.158 pp 0.01% -0.002 pp USD32.76 +58.9% 66 qtrs
21 JUPITER ASSET MANAGEMENT LTD 589.1K +61.8K (+11.7%) 30.68M +3.3M (+12.0%) 0.78% +0.093 pp 0.25% +0.010 pp USD51.68 +0.8% 3 qtrs
22 FIRST TRUST ADVISORS LP 583.8K +38.3K (+7.0%) 30.40M +2.1M (+7.3%) 0.78% +0.062 pp 0.02% +0.001 pp USD47.41 +9.8% 51 qtrs
23 BANK OF AMERICA CORP /DE/ 564.8K -41.0K (-6.8%) 29.41M -2.0M (-6.5%) 0.75% -0.042 pp 0.00% +0.000 pp USD37.88 +37.5% 52 qtrs
24 ALLIANCEBERNSTEIN L.P. 542.2K -89.9K (-14.2%) 28.23M -4.6M (-14.0%) 0.72% -0.107 pp 0.01% -0.001 pp USD35.56 +46.4% 61 qtrs
25 MAN GROUP PLC 516.2K +59.7K (+13.1%) 26.88M +3.2M (+13.4%) 0.69% +0.089 pp 0.05% +0.005 pp USD42.13 +23.6% 32 qtrs
26 SPROTT INC. 506.4K -840.0 (-0.2%) 26.37M +27.3K (+0.1%) 0.67% +0.010 pp 0.89% -0.031 pp USD29.82 +74.6% 38 qtrs
27 AMERIPRISE FINANCIAL INC 487.5K -20.9K (-4.1%) 25.38M -1.0M (-3.9%) 0.65% -0.017 pp 0.01% 0.000 pp USD41.09 +26.7% 55 qtrs
28 NORTHERN TRUST CORP 465.8K -8.0K (-1.7%) 24.26M -352.7K (-1.4%) 0.62% -0.001 pp 0.00% 0.000 pp USD29.25 +78.0% 51 qtrs
29 KESTRA ADVISORY SERVICES, LLC 457.4K +457.4K (+100.0%) 23.82M +23.8M (+100.0%) 0.61% +0.609 pp 0.10% +0.098 pp USD52.07 +0.0% 1 qtrs NEW
30 VESTCOR INC 432.9K +106.4K (+32.6%) 22.54M +5.6M (+32.9%) 0.58% +0.149 pp 0.64% +0.136 pp USD46.16 +12.8% 13 qtrs
31 RENAISSANCE TECHNOLOGIES LLC 426.3K -112.1K (-20.8%) 22.20M -5.8M (-20.6%) 0.57% -0.138 pp 0.03% -0.003 pp USD45.56 +14.3% 15 qtrs
32 HIGHTOWER ADVISORS, LLC 403.8K -26.4K (-6.1%) 21.03M -1.3M (-5.9%) 0.54% -0.026 pp 0.02% -0.002 pp USD29.38 +77.2% 59 qtrs
33 FOUNDATION RESOURCE MANAGEMENT INC 395.9K -935.0 (-0.2%) 20.61M +6.9K (+0.0%) 0.54% +0.016 pp 2.76% -0.203 pp USD27.95 +86.3% 30 qtrs
34 TWO SIGMA INVESTMENTS, LP 383.8K -130.8K (-25.4%) 19.98M -6.7M (-25.2%) 0.51% -0.163 pp 0.03% -0.012 pp USD37.86 +37.5% 14 qtrs
35 TWO SIGMA ADVISERS, LP 308.6K -120.0K (-28.0%) 16.07M -6.2M (-27.8%) 0.41% -0.151 pp 0.03% -0.013 pp USD34.24 +52.1% 26 qtrs
36 WOODLINE PARTNERS LP 305.4K +305.4K (+100.0%) 15.90M +15.9M (+100.0%) 0.41% +0.407 pp 0.06% +0.062 pp USD52.07 +0.0% 1 qtrs NEW
37 ROYCE & ASSOCIATES LP 304.7K -6.7K (-2.1%) 15.87M -304.0K (-1.9%) 0.41% -0.002 pp 0.16% 0.000 pp USD33.82 +54.0% 59 qtrs
38 VOLORIDGE INVESTMENT MANAGEMENT, LLC 296.2K -21.8K (-6.9%) 15.42M -1.1M (-6.6%) 0.39% -0.022 pp 0.05% -0.001 pp USD38.29 +36.0% 14 qtrs
39 JPMORGAN CHASE & CO 288.4K +69.7K (+31.9%) 15.02M +3.7M (+32.2%) 0.38% +0.097 pp 0.00% +0.000 pp USD38.86 +34.0% 51 qtrs
40 BRIDGEWATER ASSOCIATES, LP 286.6K +7.4K (+2.7%) 14.92M +426.6K (+2.9%) 0.38% +0.016 pp 0.05% -0.002 pp USD44.60 +16.7% 21 qtrs
41 ALPS ADVISORS INC 277.7K -16.1K (-5.5%) 14.46M -799.1K (-5.2%) 0.37% -0.015 pp 0.08% -0.001 pp USD44.29 +17.6% 10 qtrs
42 BARCLAYS PLC 266.6K +51.0K (+23.6%) 13.88M +6.0M (+75.1%) 0.36% +0.072 pp 0.00% +0.001 pp USD49.06 +6.1% 14 qtrs
43 JANNEY MONTGOMERY SCOTT LLC 250.7K -29.9K (-10.7%) 13.05M -1.5M (-10.4%) 0.33% -0.034 pp 0.03% -0.005 pp USD51.93 +0.3% 2 qtrs
44 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 243.4K +2.0K (+0.8%) 12.68M +138.5K (+1.1%) 0.32% +0.008 pp 0.04% -0.001 pp USD31.10 +67.4% 22 qtrs
45 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 220.7K +12.6K (+6.1%) 11.49M +685.8K (+6.3%) 0.30% +0.026 pp 0.02% +0.001 pp USD48.31 +7.8% 4 qtrs
46 BURNEY CO/ 218.7K +83.5K (+61.8%) 11.39M +4.4M (+62.2%) 0.30% +0.119 pp 0.36% +0.132 pp USD45.83 +13.6% 4 qtrs
47 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 211.5K +30.0K (+16.5%) 11.05M +1.6M (+17.3%) 0.29% +0.049 pp 0.02% +0.002 pp USD42.89 +21.4% 5 qtrs
48 JACOBS LEVY EQUITY MANAGEMENT, INC 209.3K +6.6K (+3.3%) 10.90M +374.1K (+3.6%) 0.28% +0.013 pp 0.04% +0.000 pp USD41.13 +26.6% 4 qtrs
49 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 177.5K +28.9K (+19.4%) 9.24M +1.5M (+19.7%) 0.24% +0.042 pp 0.06% +0.009 pp USD42.89 +21.4% 5 qtrs
50 CAMBRIA INVESTMENT MANAGEMENT, L.P. 165.6K -89.3K (-35.0%) 8.62M -4.6M (-34.9%) 0.22% -0.114 pp 0.50% -0.256 pp USD34.29 +51.9% 21 qtrs
51 TEACHER RETIREMENT SYSTEM OF TEXAS 163.7K +24.9K (+17.9%) 8.53M +1.3M (+18.2%) 0.22% +0.040 pp 0.03% +0.001 pp USD38.52 +35.2% 21 qtrs
52 MITSUBISHI UFJ TRUST & BANKING CORP 161.9K -3.4K (-2.1%) 8.43M -155.1K (-1.8%) 0.22% +0.003 pp 0.02% +0.001 pp USD35.48 +46.8% 12 qtrs
53 PRINCIPAL FINANCIAL GROUP INC 156.9K -4.5K (-2.8%) 8.17M -214.0K (-2.6%) 0.21% +0.001 pp 0.00% 0.000 pp USD27.38 +90.2% 81 qtrs
54 UBS ASSET MANAGEMENT AMERICAS INC 156.7K -159.4K (-50.4%) 8.16M -8.3M (-50.3%) 0.21% -0.202 pp 0.00% -0.002 pp USD34.63 +50.4% 55 qtrs
55 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 156.4K +155.8K (+26,191.8%) 8.15M +8.1M (+26,174.2%) 0.21% +0.208 pp 0.01% +0.009 pp USD52.04 +0.1% 3 qtrs
56 FACTORIAL PARTNERS, LLC 153.2K -6.0K (-3.8%) 7.98M -290.1K (-3.5%) 0.20% -0.005 pp 5.27% -0.422 pp USD33.15 +57.1% 7 qtrs
57 SCHRODER INVESTMENT MANAGEMENT GROUP 148.9K -92.3K (-38.3%) 7.90M -4.6M (-36.9%) 0.20% -0.118 pp 0.01% -0.004 pp USD38.58 +35.0% 41 qtrs
58 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 151.6K +95.9K (+172.2%) 7.89M +5.0M (+173.0%) 0.20% +0.129 pp 0.01% +0.008 pp USD52.02 +0.1% 6 qtrs
59 RUFFER LLP 149.7K +32.9K (+28.2%) 7.81M +1.7M (+28.7%) 0.20% +0.050 pp 0.36% +0.018 pp USD51.96 +0.2% 2 qtrs
60 CLARK CAPITAL MANAGEMENT GROUP, INC. 148.2K +21.5K (+17.0%) 7.72M +1.1M (+17.3%) 0.20% +0.031 pp 0.05% +0.006 pp USD51.95 +0.2% 2 qtrs
61 SWISS NATIONAL BANK 145.3K -400.0 (-0.3%) 7.57M -428.0 (0.0%) 0.19% +0.003 pp 0.00% +0.000 pp USD28.62 +81.9% 51 qtrs
62 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 143.0K +13.8K (+10.7%) 7.45M +737.8K (+11.0%) 0.19% +0.021 pp 0.04% +0.002 pp USD43.52 +19.6% 14 qtrs
63 CADENCE BANK 128.3K +323.0 (+0.3%) 6.68M +34.7K (+0.5%) 0.17% +0.006 pp 0.39% -0.012 pp USD34.57 +50.6% 16 qtrs
64 CONTINENTAL ADVISORS LLC 125.9K -500.0 (-0.4%) 6.55M -8.3K (-0.1%) 0.17% +0.002 pp 2.77% -0.072 pp USD32.82 +58.7% 52 qtrs
65 RHUMBLINE ADVISERS 125.4K -6.4K (-4.9%) 6.53M -314.6K (-4.6%) 0.17% -0.006 pp 0.01% 0.000 pp USD27.01 +92.8% 52 qtrs
66 LEGAL & GENERAL GROUP PLC 122.8K -6.6K (-5.1%) 6.39M -326.8K (-4.9%) 0.16% -0.006 pp 0.00% 0.000 pp USD32.59 +59.8% 75 qtrs
67 LPL FINANCIAL LLC 116.9K -1.8K (-1.5%) 6.09M -76.5K (-1.2%) 0.16% +0.000 pp 0.00% 0.000 pp USD42.09 +23.7% 12 qtrs
68 ASSENAGON ASSET MANAGEMENT S.A. 116.3K +31.2K (+36.7%) 6.05M +1.6M (+37.1%) 0.16% +0.046 pp 0.01% +0.002 pp USD39.69 +31.2% 8 qtrs
69 CIBC WORLD MARKET INC. 110.3K -5.6K (-4.8%) 5.74M -275.5K (-4.6%) 0.15% -0.005 pp 0.01% -0.002 pp USD40.80 +27.6% 4 qtrs
70 GAMCO INVESTORS, INC. ET AL 102.6K -1.2K (-1.2%) 5.34M -50.2K (-0.9%) 0.14% +0.001 pp 0.05% -0.001 pp USD24.12 +115.9% 31 qtrs
71 FIRST NATIONAL BANK OF OMAHA 100.3K +100.3K (+100.0%) 5.32M +5.3M (+100.0%) 0.14% +0.136 pp 0.16% +0.158 pp USD52.07 +0.0% 1 qtrs NEW
72 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 96.3K -4.9K (-4.8%) 5.02M -241.0K (-4.6%) 0.13% -0.002 pp 0.01% -0.001 pp USD28.86 +80.4% 51 qtrs
73 CI PRIVATE WEALTH, LLC 95.6K +13.7K (+16.7%) 4.98M +724.1K (+17.0%) 0.13% +0.020 pp 0.01% +0.000 pp USD41.22 +26.3% 7 qtrs
74 ENGINEERS GATE MANAGER LP 94.9K +56.7K (+148.5%) 4.94M +3.0M (+149.2%) 0.13% +0.076 pp 0.06% +0.036 pp USD48.61 +7.1% 14 qtrs
75 ALPHA OMEGA WEALTH MANAGEMENT LLC 93.0K -2.1K (-2.2%) 4.84M -97.7K (-2.0%) 0.13% +0.001 pp 0.80% -0.019 pp USD32.48 +60.3% 26 qtrs
76 CAPITAL FUND MANAGEMENT S.A. 91.7K +15.8K (+20.9%) 4.77M +835.6K (+21.2%) 0.12% +0.023 pp 0.01% +0.003 pp USD47.96 +8.6% 9 qtrs
77 POINT72 ASSET MANAGEMENT, L.P. 91.7K +91.7K (+100.0%) 4.77M +4.8M (+100.0%) 0.12% +0.122 pp 0.01% +0.005 pp USD52.07 +0.0% 1 qtrs NEW
78 PANAGORA ASSET MANAGEMENT INC 91.2K -318.0 (-0.3%) 4.75M -3.7K (-0.1%) 0.12% +0.002 pp 0.02% -0.002 pp USD38.09 +36.7% 67 qtrs
79 RETIREMENT SYSTEMS OF ALABAMA 88.7K -673.0 (-0.8%) 4.62M -22.5K (-0.5%) 0.12% +0.003 pp 0.02% 0.000 pp USD24.81 +109.9% 52 qtrs
80 KENDALL CAPITAL MANAGEMENT 87.6K +13.0K (+17.4%) 4.56M +686.3K (+17.7%) 0.12% +0.021 pp 0.95% +0.081 pp USD38.59 +34.9% 20 qtrs
81 GABELLI FUNDS LLC 86.6K -9.8K (-10.2%) 4.51M -498.0K (-9.9%) 0.12% -0.011 pp 0.03% -0.003 pp USD44.32 +17.5% 13 qtrs
82 SEIZERT CAPITAL PARTNERS, LLC 85.3K +2.8K (+3.4%) 4.44M +157.7K (+3.7%) 0.12% +0.008 pp 0.19% +0.002 pp USD46.93 +11.0% 3 qtrs
83 RITHOLTZ WEALTH MANAGEMENT 85.2K +12.1K (+16.5%) 4.44M +639.7K (+16.9%) 0.12% +0.020 pp 0.08% +0.007 pp USD45.62 +14.1% 4 qtrs
84 RUSSELL INVESTMENTS GROUP, LTD. 85.0K +802.0 (+1.0%) 4.43M +55.8K (+1.3%) 0.11% +0.003 pp 0.00% 0.000 pp USD40.61 +28.2% 37 qtrs
85 INTERVAL PARTNERS, LP 81.2K -44.2K (-35.3%) 4.23M -2.3M (-35.1%) 0.11% -0.056 pp 0.08% -0.031 pp USD38.75 +34.4% 19 qtrs
86 EXODUSPOINT CAPITAL MANAGEMENT, LP 78.7K -69.1K (-46.8%) 4.10M -3.6M (-46.6%) 0.10% -0.089 pp 0.03% -0.046 pp USD40.88 +27.4% 14 qtrs
87 VIDENT ADVISORY, LLC 76.1K +1.4K (+1.9%) 3.96M +83.1K (+2.1%) 0.10% +0.003 pp 0.04% -0.001 pp USD47.66 +9.3% 10 qtrs
88 AMERICAN CENTURY COMPANIES INC 75.1K +40.6K (+117.9%) 3.91M +2.1M (+118.5%) 0.10% +0.055 pp 0.00% +0.001 pp USD44.47 +17.1% 20 qtrs
89 LAZARD ASSET MANAGEMENT LLC 75.0K -9.1K (-10.8%) 3.91M -462.1K (-10.6%) 0.10% -0.010 pp 0.01% +0.001 pp USD46.82 +11.2% 12 qtrs
90 ROYAL BANK OF CANADA 73.8K -4.0K (-5.2%) 3.84M -197.0K (-4.9%) 0.10% -0.004 pp 0.00% +0.000 pp USD43.31 +20.2% 51 qtrs
91 CONGRESS ASSET MANAGEMENT CO /MA 72.3K +2.1K (+2.9%) 3.76M +117.0K (+3.2%) 0.10% +0.004 pp 0.03% +0.002 pp USD37.90 +37.4% 19 qtrs
92 MURPHY POHLAD ASSET MANAGEMENT LLC 67.6K +— (+0.0%) 3.52M +9.5K (+0.3%) 0.09% +0.001 pp 1.35% -0.026 pp USD24.87 +109.4% 53 qtrs
93 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 66.8K -2.1K (-3.1%) 3.48M -100.9K (-2.8%) 0.09% +0.000 pp 0.01% -0.002 pp USD41.08 +26.8% 4 qtrs
94 INSPIRE INVESTING, LLC 66.3K +46.3K (+231.6%) 3.45M +2.4M (+232.5%) 0.09% +0.062 pp 0.31% +0.210 pp USD49.73 +4.7% 5 qtrs
95 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 64.6K -3.0K (-4.4%) 3.37M -144.8K (-4.1%) 0.09% -0.003 pp 0.00% 0.000 pp USD25.03 +108.0% 52 qtrs
96 DGS CAPITAL MANAGEMENT, LLC 64.2K +12.6K (+24.3%) 3.34M +661.3K (+24.7%) 0.09% +0.018 pp 0.57% +0.084 pp USD43.38 +20.0% 12 qtrs
97 TD ASSET MANAGEMENT INC 62.7K +7.5K (+13.6%) 3.26M +398.3K (+13.9%) 0.08% +0.011 pp 0.00% +0.000 pp USD50.64 +2.8% 3 qtrs
98 RAYMOND JAMES FINANCIAL INC 62.3K +9.5K (+18.0%) 3.25M +503.6K (+18.4%) 0.08% +0.014 pp 0.00% +0.000 pp USD43.92 +18.6% 5 qtrs
99 HOURGLASS CAPITAL, LLC 62.2K -1.0K (-1.6%) 3.24M -43.2K (-1.3%) 0.08% +0.002 pp 0.70% -0.038 pp USD31.36 +66.0% 36 qtrs
100 INLET PRIVATE WEALTH, LLC 60.8K -4.1K (-6.3%) 3.16M -204.4K (-6.1%) 0.08% -0.003 pp 0.73% -0.026 pp USD31.26 +66.6% 29 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
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
2026-04-30 Burke Bryan M Officer Class B Common Stock 0 0.00 54,995 D
2026-03-13 DONAHUE THOMAS R Director / Officer S-Sale D Class B Common Stock 30,000 57.10 1.71M 591,492 D
2026-03-12 Uhlman Paul A Officer S-Sale D Class B Common Stock 62,105 56.15 3.49M 274,274 D
2026-03-05 Zierden Theodore W III Officer A-Award A Class B Common Stock 8,894 0.00 160,750 D
2026-03-05 Van Meter Stephen Officer S-Sale D Class B Common Stock 448 56.50 25.3K 31,441 D
2026-03-05 Uhlman Paul A Officer S-Sale D Class B Common Stock 11,739 56.53 663.6K 315,695 D
2026-03-05 Nusseibeh Saker Anwar Officer A-Award A Class B Common Stock 10,609 0.00 160,226 D
2026-03-05 Novak Richard A Officer S-Sale D Class B Common Stock 867 56.49 49.0K 42,633 D
2026-03-05 Dudiak Dolores D Officer A-Award A Class B Common Stock 2,317 0.00 85,540 D
2026-03-05 DONAHUE THOMAS R Director / Officer A-Award A Class B Common Stock 28,544 0.00 621,492 D
2026-03-05 DONAHUE J CHRISTOPHER Director / Officer A-Award A Class B Common Stock 34,904 0.00 479,192 D
2026-02-17 Novak Richard A Officer S-Sale D Class B Common Stock 14,000 55.25 773.5K 43,500 D
2026-02-02 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 4,600 53.57 246.4K 156,978 D
2025-12-12 Dudiak Dolores D Officer S-Sale D Class B Common Stock 5,000 52.24 261.2K 83,223 D
2025-11-19 Zierden Theodore W III Officer S-Sale D Class B Common Stock 3,721 47.84 178.0K 151,856 D
2025-11-19 Van Meter Stephen Officer S-Sale D Class B Common Stock 707 47.86 33.8K 31,889 D
2025-11-19 Uhlman Paul A Officer S-Sale D Class B Common Stock 6,496 47.85 310.8K 327,434 D
2025-11-19 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 4,461 47.85 213.4K 161,578 D
2025-11-19 Novak Richard A Officer S-Sale D Class B Common Stock 1,249 47.85 59.8K 57,500 D
2025-11-19 Germain Peter J Officer S-Sale D Class B Common Stock 6,856 47.85 328.1K 217,468 D
2025-11-19 FISHER JOHN B Director / Officer S-Sale D Class B Common Stock 7,638 47.87 365.6K 463,615 D
2025-11-19 Dudiak Dolores D Officer S-Sale D Class B Common Stock 999 47.87 47.8K 88,223 D
2025-11-18 Zierden Theodore W III Officer A-Award A Class B Common Stock 18,000 3.00 54.0K 155,577 D
2025-11-18 Van Meter Stephen Officer A-Award A Class B Common Stock 3,000 3.00 9.0K 32,596 D
2025-11-18 Uhlman Paul A Officer A-Award A Class B Common Stock 18,000 3.00 54.0K 333,930 D
2025-11-18 Nusseibeh Saker Anwar Officer A-Award A Class B Common Stock 9,000 3.00 27.0K 166,039 D
2025-11-18 Novak Richard A Officer A-Award A Class B Common Stock 2,500 3.00 7.5K 58,749 D
2025-11-18 Germain Peter J Officer A-Award A Class B Common Stock 18,000 3.00 54.0K 224,324 D
2025-11-18 FISHER JOHN B Director / Officer A-Award A Class B Common Stock 18,000 3.00 54.0K 471,253 D
2025-11-18 DONAHUE THOMAS R Director / Officer A-Award A Class B Common Stock 18,000 3.00 54.0K 592,948 D
2025-11-18 DONAHUE J CHRISTOPHER Director / Officer A-Award A Class B Common Stock 18,000 3.00 54.0K 444,288 D
2025-11-07 Germain Peter J Officer S-Sale D Class B Common Stock 5,000 49.22 246.1K 206,324 D
2025-11-03 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 2,857 47.94 137.0K 169,182 D
2025-08-28 DONAHUE THOMAS R Director / Officer G-Gift D Class B Common Stock 25,525 0.00 574,948 D
2025-08-04 Van Meter Stephen Officer S-Sale D Class B Common Stock 430 50.71 21.8K 29,596 D
2025-06-16 Uhlman Paul A Officer S-Sale D Class B Common Stock 1,000 42.63 42.6K 315,930 D
2025-06-16 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 6,000 42.70 256.2K 172,039 D
2025-05-28 Van Meter Stephen Officer S-Sale D Class B Common Stock 5,921 42.26 250.2K 30,026 D
2025-05-27 Uhlman Paul A Officer S-Sale D Class B Common Stock 6,057 42.14 255.2K 316,930 D
2025-05-27 Germain Peter J Officer S-Sale D Class B Common Stock 407 41.94 17.1K 211,324 D
2025-05-19 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 7,365 43.09 317.4K 178,039 D
2025-04-25 Jones Marie Milie Director A-Award A Class B Common Stock 2,400 0.00 25,950 D
2025-04-25 Hanlon Karen Director A-Award A Class B Common Stock 2,400 0.00 4,800 D
2025-04-25 BARTOLACCI JOSEPH C Director A-Award A Class B Common Stock 2,400 0.00 20,450 D
2025-03-05 Van Meter Stephen Officer A-Award A Class B Common Stock 1,754 0.00 35,947 D
2025-03-05 Dudiak Dolores D Officer A-Award A Class B Common Stock 2,872 0.00 89,222 D
2025-03-05 DONAHUE THOMAS R Director / Officer A-Award A Class B Common Stock 36,274 0.00 600,473 D
2025-03-04 Van Meter Stephen Officer S-Sale D Class B Common Stock 26 37.21 967.38 34,593 D
2025-02-07 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 5,546 38.81 215.2K 179,096 D
2024-11-20 DONAHUE THOMAS R Director / Officer G-Gift D Class B Common Stock 18,700 0.00 564,199 D
2024-11-19 Zierden Theodore W III Officer S-Sale D Class B Common Stock 2,478 41.41 102.6K 131,321 D
2024-11-19 Van Meter Stephen Officer S-Sale D Class B Common Stock 1,148 41.45 47.6K 34,619 D
2024-11-19 Uhlman Paul A Officer S-Sale D Class B Common Stock 6,311 41.39 261.2K 310,767 D
2024-11-19 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 4,454 41.38 184.3K 184,642 D
2024-11-19 Novak Richard A Officer S-Sale D Class B Common Stock 1,363 41.47 56.5K 53,837 D
2024-11-19 Germain Peter J Officer S-Sale D Class B Common Stock 4,922 41.36 203.6K 211,731 D
2024-11-19 FISHER JOHN B Director / Officer S-Sale D Class B Common Stock 7,817 41.36 323.3K 453,253 D
2024-11-19 Dudiak Dolores D Officer S-Sale D Class B Common Stock 938 41.49 38.9K 86,350 D
2024-11-18 Zierden Theodore W III Officer A-Award A Class B Common Stock 15,000 3.00 45.0K 133,799 D
2024-11-18 Van Meter Stephen Officer A-Award A Class B Common Stock 4,000 3.00 12.0K 35,767 D
2024-11-18 Uhlman Paul A Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 317,078 D
2024-11-18 Nusseibeh Saker Anwar Officer A-Award A Class B Common Stock 10,000 3.00 30.0K 189,096 D
2024-11-18 Novak Richard A Officer A-Award A Class B Common Stock 5,000 3.00 15.0K 55,200 D
2024-11-18 Germain Peter J Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 216,653 D
2024-11-18 FISHER JOHN B Director / Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 461,070 D
2024-11-18 Dudiak Dolores D Officer A-Award A Class B Common Stock 10,000 3.00 30.0K 87,288 D
2024-11-18 DONAHUE THOMAS R Director / Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 582,899 D
2024-11-18 DONAHUE J CHRISTOPHER Director / Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 382,306 D
2024-11-14 Novak Richard A Officer G-Gift D Class B Common Stock 2,000 0.00 50,200 D
2024-11-08 Germain Peter J Officer S-Sale D Class B Common Stock 14,491 41.12 595.9K 198,153 D
2024-11-04 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 12,152 39.86 484.4K 179,096 D
2024-10-30 Dudiak Dolores D Officer S-Sale D Class B Common Stock 5,000 39.89 199.5K 77,288 D
2024-10-11 DONAHUE THOMAS R Director / Officer G-Gift D Class B Common Stock 32,000 0.00 564,399 D
2024-08-05 FISHER JOHN B Director / Officer S-Sale D Class B Common Stock 79,830 32.71 2.61M 442,570
2024-08-02 Van Meter Stephen Officer S-Sale D Class B Common Stock 72 33.75 2.4K 31,767
2024-07-25 Zierden Theodore W III Officer Class B Common Stock 0 0.00 118,799 D
2024-06-17 Van Meter Stephen Officer S-Sale D Class B Common Stock 1,079 31.47 34.0K 31,839
2024-06-17 Uhlman Paul A Officer S-Sale D Class B Common Stock 994 31.43 31.2K 298,578
2024-05-28 Uhlman Paul A Officer S-Sale D Class B Common Stock 975 33.00 32.2K 299,572
2024-05-28 Germain Peter J Officer S-Sale D Class B Common Stock 392 33.02 12.9K 212,644
2024-04-26 Jones Marie Milie Director A-Award A Class B Common Stock 2,400 0.00 23,550
2024-04-26 Hanlon Karen Director A-Award A Class B Common Stock 2,400 0.00 2,400
2024-04-26 FARRELL MICHAEL J Director A-Award A Class B Common Stock 2,400 0.00 52,050
2024-04-26 BARTOLACCI JOSEPH C Director A-Award A Class B Common Stock 2,400 0.00 18,050
2024-04-25 Hanlon Karen Director D Class B Common Stock 0 0.00 0
2024-04-08 Ceresino Gordon J Officer G-Gift D Class B Common Stock 19,885 0.00 114,188
2024-03-06 Van Meter Stephen Officer A-Award A Class B Common Stock 1,664 0.00 32,918
2024-03-06 Uhlman Paul A Officer A-Award A Class B Common Stock 24,463 0.00 300,547
2024-03-06 Nusseibeh Saker Anwar Officer A-Award A Class B Common Stock 13,072 0.00 191,248
2024-03-06 Novak Richard A Officer A-Award A Class B Common Stock 3,132 0.00 52,200
2024-03-06 Dudiak Dolores D Officer A-Award A Class B Common Stock 2,610 0.00 82,288
2024-03-06 DONAHUE THOMAS R Director / Officer A-Award A Class B Common Stock 34,737 0.00 596,399
2024-03-06 DONAHUE J CHRISTOPHER Director / Officer A-Award A Class B Common Stock 42,076 0.00 363,806
2024-03-05 Van Meter Stephen Officer S-Sale D Class B Common Stock 435 36.08 15.7K 31,254
2024-03-05 Uhlman Paul A Officer S-Sale D Class B Common Stock 13,820 36.20 500.3K 276,084
2024-03-05 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 8,302 36.15 300.1K 178,176
2024-03-05 Novak Richard A Officer S-Sale D Class B Common Stock 908 36.07 32.8K 49,068
2024-03-05 Germain Peter J Officer S-Sale D Class B Common Stock 5,305 36.14 191.7K 213,036
2024-02-07 Uhlman Paul A Officer S-Sale D Class B Common Stock 90,745 35.26 3.20M 289,904
2024-01-30 Van Meter Stephen Officer S-Sale D Class B Common Stock 1,660 36.15 60.0K 31,689
2023-12-13 DONAHUE THOMAS R Director / Officer G-Gift D Class B Common Stock 16,000 0.00 561,662
2023-11-21 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 2,642 31.75 83.9K 186,478
2023-11-20 Van Meter Stephen Officer S-Sale D Class B Common Stock 965 32.04 30.9K 33,349
2023-11-20 Uhlman Paul A Officer S-Sale D Class B Common Stock 5,925 31.90 189.0K 380,649
2023-11-20 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 2,156 32.02 69.0K 193,478
2023-11-20 Novak Richard A Officer S-Sale D Class B Common Stock 1,378 31.98 44.1K 49,976
2023-11-20 Germain Peter J Officer S-Sale D Class B Common Stock 5,254 31.91 167.6K 218,341
2023-11-20 FISHER JOHN B Director / Officer S-Sale D Class B Common Stock 7,622 31.91 243.2K 522,400
2023-11-20 Dudiak Dolores D Officer S-Sale D Class B Common Stock 774 32.01 24.8K 79,678
2023-11-20 Ceresino Gordon J Officer S-Sale D Class B Common Stock 6,899 31.91 220.1K 134,073
2023-11-17 Uhlman Paul A Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 386,574
2023-11-17 Nusseibeh Saker Anwar Officer A-Award A Class B Common Stock 10,000 3.00 30.0K 195,634
2023-11-17 Novak Richard A Officer A-Award A Class B Common Stock 4,500 3.00 13.5K 51,354
2023-11-17 Germain Peter J Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 223,595
2023-11-17 FISHER JOHN B Director / Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 530,022
2023-11-17 Dudiak Dolores D Officer A-Award A Class B Common Stock 5,000 3.00 15.0K 80,452
2023-11-17 DONAHUE THOMAS R Director / Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 577,662
2023-11-17 DONAHUE J CHRISTOPHER Director / Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 321,730
2023-09-22 DONAHUE THOMAS R Director / Officer G-Gift D Class B Common Stock 18,050 0.00 559,162
2023-09-05 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 7,800 34.73 270.9K 185,634
2023-08-02 Van Meter Stephen Officer S-Sale D Class B Common Stock 74 33.17 2.5K 34,314
2023-07-03 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 43,135 36.10 1.56M 193,434
2023-06-16 Uhlman Paul A Officer S-Sale D Class B Common Stock 1,004 38.54 38.7K 368,074
2023-06-13 Ceresino Gordon J Officer G-Gift D Class B Common Stock 14,857 0.00 140,972
2023-05-26 Uhlman Paul A Officer S-Sale D Class B Common Stock 995 35.39 35.2K 369,078
2023-05-26 Germain Peter J Officer S-Sale D Class B Common Stock 2,380 35.47 84.4K 205,095
2023-05-26 DONAHUE J CHRISTOPHER Director / Officer S-Sale D Class B Common Stock 52,963 35.98 1.91M 0
2023-05-25 DONAHUE J CHRISTOPHER Director / Officer S-Sale D Class B Common Stock 75,000 35.38 2.65M 52,963
2023-05-24 DONAHUE J CHRISTOPHER Director / Officer S-Sale D Class B Common Stock 25,000 35.35 883.7K 127,963
2023-05-19 DONAHUE THOMAS R Director / Officer G-Gift D Class B Common Stock 15,000 0.00 577,212
2023-05-19 DONAHUE J CHRISTOPHER Director / Officer S-Sale D Class B Common Stock 50,000 36.41 1.82M 152,963
2023-05-18 DONAHUE J CHRISTOPHER Director / Officer S-Sale D Class B Common Stock 75,000 36.71 2.75M 202,963
2023-05-12 DONAHUE J CHRISTOPHER Director / Officer S-Sale D Class B Common Stock 30,561 37.50 1.15M 277,963
2023-05-11 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 20,000 37.48 749.6K 236,569
2023-05-11 DONAHUE J CHRISTOPHER Director / Officer S-Sale D Class B Common Stock 50,000 37.49 1.87M 308,524
2023-05-10 DONAHUE J CHRISTOPHER Director / Officer S-Sale D Class B Common Stock 50,000 38.02 1.90M 358,524
2023-05-05 FISHER JOHN B Director / Officer G-Gift D Class B Common Stock 37,500 0.00 511,522
2023-05-04 Van Meter Stephen Officer S-Sale D Class B Common Stock 4,480 39.39 176.5K 34,388
2023-05-04 DONAHUE J CHRISTOPHER Director / Officer S-Sale D Class B Common Stock 15,340 39.57 607.1K 408,524
2023-05-03 DONAHUE J CHRISTOPHER Director / Officer S-Sale D Class B Common Stock 63,107 40.89 2.58M 423,864
2023-04-28 Jones Marie Milie Director A-Award A Class B Common Stock 2,400 0.00 21,150
2023-04-28 FARRELL MICHAEL J Director A-Award A Class B Common Stock 2,400 0.00 49,650
2023-04-28 BARTOLACCI JOSEPH C Director A-Award A Class B Common Stock 2,400 0.00 15,650
2023-04-13 DONAHUE J CHRISTOPHER Director / Officer J-Other D Class B Common Stock 800,000 0.00 371,980
2023-03-13 Dudiak Dolores D Officer S-Sale D Class B Common Stock 65 39.74 2.6K 75,452
2023-03-07 Van Meter Stephen Officer S-Sale D Class B Common Stock 434 39.40 17.1K 38,868
2023-03-07 Uhlman Paul A Officer S-Sale D Class B Common Stock 14,256 39.07 556.9K 370,073
2023-03-07 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 9,933 39.12 388.6K 256,569
2023-03-07 Novak Richard A Officer S-Sale D Class B Common Stock 985 39.39 38.8K 46,854
2023-03-03 Van Meter Stephen Officer A-Award A Class B Common Stock 1,275 0.00 39,302
2023-03-03 Uhlman Paul A Officer A-Award A Class B Common Stock 30,844 0.00 384,329
2023-03-03 Nusseibeh Saker Anwar Officer A-Award A Class B Common Stock 13,005 0.00 266,502
2023-03-03 Novak Richard A Officer A-Award A Class B Common Stock 2,600 0.00 47,839
2023-03-03 Germain Peter J Officer A-Award A Class B Common Stock 7,638 0.00 207,475
2023-03-03 Dudiak Dolores D Officer A-Award A Class B Common Stock 1,176 0.00 75,517
2023-03-03 DONAHUE THOMAS R Director / Officer A-Award A Class B Common Stock 29,082 0.00 592,212
2023-03-03 DONAHUE J CHRISTOPHER Director / Officer A-Award A Class B Common Stock 34,369 0.00 1,171,980
2023-01-30 FARRELL MICHAEL J Director S-Sale D Class B Common Stock 10,000 38.64 386.4K 50,200
2022-12-05 Ceresino Gordon J Officer S-Sale D Class B Common Stock 12,853 38.20 490.9K 155,829
2022-12-02 Ceresino Gordon J Officer S-Sale D Class B Common Stock 20,000 37.95 759.0K 0
2022-11-28 Novak Richard A Officer S-Sale D Class B Common Stock 14,557 37.48 545.5K 45,239
2022-11-25 Novak Richard A Officer S-Sale D Class B Common Stock 4,618 37.65 173.9K 59,796
2022-11-18 Van Meter Stephen Officer A-Award A Class B Common Stock 5,000 3.00 15.0K 38,027
2022-11-18 Uhlman Paul A Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 353,485
2022-11-18 Nusseibeh Saker Anwar Officer A-Award A Class B Common Stock 10,000 3.00 30.0K 253,497
2022-11-18 Novak Richard A Officer A-Award A Class B Common Stock 4,000 3.00 12.0K 64,414
2022-11-18 Germain Peter J Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 199,837
2022-11-18 FISHER JOHN B Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 549,022
2022-11-18 Dudiak Dolores D Officer A-Award A Class B Common Stock 5,000 3.00 15.0K 74,341
2022-11-18 DONAHUE THOMAS R Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 563,130
2022-11-18 Ceresino Gordon J Officer A-Award A Class B Common Stock 18,500 3.00 55.5K 168,682
2022-11-17 Van Meter Stephen Officer S-Sale D Class B Common Stock 973 36.66 35.7K 33,027
2022-11-17 Uhlman Paul A Officer S-Sale D Class B Common Stock 6,157 36.50 224.7K 334,985
2022-11-17 Novak Richard A Officer S-Sale D Class B Common Stock 1,149 36.76 42.2K 60,414
2022-11-17 Germain Peter J Officer S-Sale D Class B Common Stock 2,377 36.63 87.1K 181,337
2022-11-17 FISHER JOHN B Officer S-Sale D Class B Common Stock 7,593 36.54 277.4K 530,522
2022-11-17 Dudiak Dolores D Officer S-Sale D Class B Common Stock 793 37.09 29.4K 69,341
2022-11-17 Ceresino Gordon J Officer S-Sale D Class B Common Stock 6,856 36.59 250.9K 150,182
2022-11-02 DONAHUE J CHRISTOPHER Officer G-Gift D Class B Common Stock 8,526 0.00 1,137,611
2022-11-01 DONAHUE THOMAS R Officer S-Sale D Class B Common Stock 30,000 35.21 1.06M 544,630
2022-10-31 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 14,300 34.85 498.4K 243,497
2022-10-03 Van Meter Stephen Officer S-Sale D Class B Common Stock 480 33.09 15.9K 34,000
2022-10-03 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 15,017 33.49 502.9K 257,797
2022-09-14 DONAHUE THOMAS R Director / Officer G-Gift D Class B Common Stock 16,200 0.00 574,630
2022-08-26 DONAHUE J CHRISTOPHER Officer G-Gift D Class B Common Stock 43,992 0.00 1,146,137
2022-08-02 Van Meter Stephen Officer S-Sale D Class B Common Stock 74 34.04 2.5K 34,480
2022-08-01 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 7,000 34.29 240.0K 272,814
2022-07-06 Nusseibeh Saker Anwar Officer S-Sale D Class B Common Stock 26,662 32.24 859.6K 279,814
2022-06-17 Uhlman Paul A Officer S-Sale D Class B Common Stock 1,022 29.23 29.9K 341,142
2022-06-09 FISHER JOHN B Officer S-Sale D Class B Common Stock 33,312 33.70 1.12M 538,115
2022-05-26 Uhlman Paul A Officer S-Sale D Class B Common Stock 971 33.78 32.8K 342,164
2022-05-26 Germain Peter J Officer S-Sale D Class B Common Stock 389 33.81 13.2K 183,714
2022-05-26 DONAHUE THOMAS R Officer G-Gift D Class B Common Stock 15,000 0.00 590,830
2022-05-17 Ceresino Gordon J Officer S-Sale D Class B Common Stock 27,493 32.49 893.1K 20,000
2022-05-05 Ceresino Gordon J Officer G-Gift D Class B Common Stock 15,815 0.00 157,038
2022-04-29 Jones Marie Milie Director A-Award A Class B Common Stock 2,350 0.00 18,750
2022-04-29 FARRELL MICHAEL J Director A-Award A Class B Common Stock 2,350 0.00 47,250
2022-04-29 BARTOLACCI JOSEPH C Director A-Award A Class B Common Stock 2,350 0.00 13,250
2022-03-30 DONAHUE THOMAS R Officer S-Sale D Class B Common Stock 30,000 34.18 1.03M 605,830
2022-03-15 DONAHUE THOMAS R Officer G-Gift D Class B Common Stock 15,000 0.00 635,830

Executive team

Top executives
EBIT / Employee
280.1K
Shares Outstanding
75.97M

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
2026-05-11 13F-HR
2026-05-08 4
2026-05-08 3/A
2026-05-04 S-8
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-01 3

Executive team

NameTitleCompensationGender
John Basil Fisher Vice President & Director 6M male
John Christopher Donahue President, Chief Executive Officer & Chairman 5M male
Thomas Robert Donahue Vice President, Treasurer, Chief Financial Officer & Director 5M male
Peter J. Germain Executive Vice President, Chief Legal Officer & Secretary 2M male
Michael R. Granito Head of Capital Market Research & Senior Vice President male
Phillip J. Orlando Senior VP & Chief Market Strategist Global Head of Investment Directors male
Raymond J. Hanley Senior Vice President male
Richard Anthony Novak Vice President, Assistant Treasurer & Principal Accounting Officer male
Richard Winkowski Jr. Senior Vice President, Senior Portfolio Manager & Head of International Equity Team male
Stephen Frank Auth Chief Investment Officer of Global Equities, Executive Vice President & Portfolio Manager male
Stephen Paul Van Meter Vice President & Chief Compliance Officer male
Dolores D. Dudiak Vice President & Director of Human Resources female
ESG Rating
C+
ASSET MANAGEMENT
2013
E (Environmental)
50.0 / 67.2
Company / Sector avg.
S (Social)
69.8 / 77.3
Company / Sector avg.
G (Governance)
72.8 / 74.6
Company / Sector avg.
ESG Total
64.2 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
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