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Jack in the Box Inc. (JACK)

USD15.45 +0.25 (+1.63%)
US NASDAQ Consumer Cyclical Restaurants
Address 9357 Spectrum Center Boulevard 92123
San Diego, CA, US
CEO Lance F. Tucker
IPO 1992-03-05
CIK 807882 ISIN US4663671091

Explore sections of this company profile

Description

Jack in the Box Inc. is engaged in the operation and franchising of its namesake quick-service dining establishments. By November 23, 2021, the company's network encompassed approximately 2,200 Jack in the Box fast-food outlets situated across 21 U.S. states and the territory of Guam. The enterprise was founded in 1951, with its primary corporate base located in San Diego, California.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD15.45 +0.25 (+1.63%)
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Volume Profile
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Liquidity & share structure
Average Volume
968.6K
Beta
1.40
Float Shares
16.87M
Free Float %
88.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-5.75% -8.90% +12.39% -38.30% -15.86% -32.51% -50.94% -86.65% -88.79% -82.71% +66.32%
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 (41 ratings, all time) Hold
Price Targets & DCF
Current price
15.45
Low 15.00 -2.9%
Consensus 19.92 +28.9%
Median 19.50 +26.2%
High 25.00 +61.8%
DCF (Unlevered) 57.30 +271.0%

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) 25% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 4 0
Hold 14 0
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
23.00
+48.9%
Last Year 23
21.48
+39.0%
All Time 54
55.17
+257.1%
Quality scores
Altman Z-Score
1.37
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Restaurants: +7.4%
    -6.8% Q2'26: -203.8% (vs Q2'25)
  • EPS growth Restaurants: +14.8%
    -127.6% Q2'26: +68.7% (vs Q2'25)
  • FCF margin FCF growth · Restaurants: +21.6%
    -4.7% Q2'26: +1.3% (vs Q2'25)
  • EBIT margin Restaurants: +6.1%
    -1.5% Q2'26: +0.0% (vs Q2'25)
  • ROIC Restaurants: +6.2%
    -1.0% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Restaurants: +0.0%
    -3.4% Q2'26: +1.3% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×
    86.28× Q2'26: 18.81× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.48) × ERP
WACC = 7% × Ke + 93% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 58.49 Current price: 15.45
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 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
13 Rev. Ana.
11 EPS Ana.
Sep 2027
13 Rev. Ana.
11 EPS Ana.
Sep 2028
8 Rev. Ana.
2 EPS Ana.
Revenue
1.54B
est: 1.54B (-0.2%)
1.16B
est: 1.60B (-27.3%)
1.10B
est: 1.56B (-29.5%)
869.69M
est: 867.64M (+0.2%)
950.11M
est: 951.64M (-0.2%)
1.02B
est: 1.02B (+0.6%)
1.14B
est: 1.15B (-0.9%)
1.47B
est: 1.46B (+0.7%)
1.69B
est: 1.65B (+2.4%)
1.57B
est: 1.58B (-0.5%)
1.47B
est: 1.46B (+0.6%)
1.13B
1.11B – 1.14B
-22.3% YoY
1.14B
1.11B – 1.16B
+0.9% YoY
1.15B
1.15B – 1.15B
+0.9% YoY
EBITDA
287.02M
est: 251.04M (+14.3%)
266.15M
est: 260.27M (+2.3%)
310.36M
est: 253.23M (+22.6%)
292.17M
est: 141.19M (+106.9%)
255.92M
est: 154.86M (+65.3%)
241.90M
est: 165.27M (+46.4%)
337.16M
est: 187.87M (+79.5%)
304.07M
est: 237.13M (+28.2%)
336.80M
est: 268.94M (+25.2%)
138.29M
est: 256.88M (-46.2%)
36.19M
est: 237.14M (-84.7%)
184.18M
180.92M – 185.81M
-22.3% YoY
185.91M
181.02M – 189.17M
+0.9% YoY
187.60M
187.60M – 187.60M
+0.9% YoY
EBIT
197.55M
est: 191.20M (+3.3%)
191.82M
est: 198.23M (-3.2%)
242.05M
est: 192.86M (+25.5%)
231.61M
est: 107.53M (+115.4%)
200.74M
est: 117.94M (+70.2%)
188.86M
est: 125.87M (+50.0%)
289.07M
est: 143.08M (+102.0%)
247.97M
est: 180.60M (+37.3%)
273.97M
est: 204.83M (+33.8%)
77.81M
est: 195.64M (-60.2%)
-22.22M
est: 180.61M (-112.3%)
140.27M
137.79M – 141.51M
-22.3% YoY
141.59M
137.87M – 144.08M
+0.9% YoY
142.88M
142.88M – 142.88M
+0.9% YoY
Net Income
108.81M
est: 57.94M (+87.8%)
124.07M
est: 71.42M (+73.7%)
135.33M
est: 77.39M (+74.9%)
121.37M
est: 74.22M (+63.5%)
94.44M
est: 83.78M (+12.7%)
89.76M
est: 80.19M (+11.9%)
165.76M
est: 137.85M (+20.2%)
115.78M
est: 112.64M (+2.8%)
130.83M
est: 116.26M (+12.5%)
-36.70M
est: 118.47M (-131.0%)
-80.72M
est: 88.65M (-191.1%)
63.76M
56.13M – 71.39M
-28.1% YoY
75.05M
61.12M – 83.24M
+17.7% YoY
80.15M
79.61M – 80.69M
+6.8% YoY
SGA
221.15M
est: 137.78M (+60.5%)
152.15M
est: 142.85M (+6.5%)
117.28M
est: 138.98M (-15.6%)
104.82M
est: 77.49M (+35.3%)
76.36M
est: 84.99M (-10.2%)
80.68M
est: 90.71M (-11.1%)
82.84M
est: 103.11M (-19.7%)
130.82M
est: 130.15M (+0.5%)
172.87M
est: 147.61M (+17.1%)
133.32M
est: 140.98M (-5.4%)
143.62M
est: 130.15M (+10.3%)
101.08M
99.30M – 101.98M
-22.3% YoY
102.04M
99.35M – 103.83M
+0.9% YoY
102.96M
102.96M – 102.96M
+0.9% YoY
EPS
2.89
est: 3.02 (-4.5%)
3.68
est: 3.73 (-1.3%)
4.42
est: 4.04 (+9.4%)
4.26
est: 3.87 (+9.9%)
3.66
est: 4.37 (-16.3%)
3.88
est: 4.19 (-7.3%)
7.40
est: 7.20 (+2.8%)
5.46
est: 5.88 (-7.2%)
6.35
est: 5.71 (+11.1%)
-1.86
est: 6.16 (-130.2%)
-4.23
est: 4.59 (-192.1%)
3.43
2.93 – 3.73
-25.3% YoY
3.84
3.19 – 4.35
+11.9% YoY
4.18
4.16 – 4.21
+9.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-01 RBC Capital Outperform Outperform Maintain
2026-04-29 Citigroup Neutral Neutral Maintain
2026-04-21 Morgan Stanley Equal Weight Equal Weight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-13 B 3/5 1/5 5/5 4/5 1/5 4/5 1/5
2026-05-12 C- 1/5 1/5 3/5 1/5 1/5 1/5 1/5
2026-05-11 C- 1/5 1/5 3/5 1/5 1/5 1/5 1/5
2026-05-08 C- 1/5 1/5 3/5 1/5 1/5 1/5 1/5
2026-05-07 C- 1/5 1/5 3/5 1/5 1/5 1/5 1/5
2026-05-06 C- 1/5 1/5 3/5 1/5 1/5 1/5 1/5
2026-05-05 C- 1/5 1/5 3/5 1/5 1/5 1/5 1/5
2026-05-04 C- 1/5 2/5 3/5 1/5 1/5 1/5 1/5
2026-05-01 C- 1/5 2/5 3/5 1/5 1/5 1/5 1/5
2026-04-30 C- 1/5 2/5 3/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 3/5 3/5 1/5 1/5 1/5 1/5
2026-04-28 C- 1/5 2/5 3/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 3/5 3/5 1/5 1/5 1/5 1/5
2026-04-24 C- 1/5 2/5 3/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 3/5 3/5 1/5 1/5 1/5 1/5
2026-04-22 C- 1/5 2/5 3/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 3/5 3/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 3/5 3/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 3/5 3/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 3/5 3/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-236.38M
OE per share TTM
-12.34
Owner's Yield
-96.32%
Maintenance CapEx ratio
342.30%
Maint CapEx / Avg PPE
109.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
39
Total invested
7.72M
Insider transactions (90d)
5
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 2.41M 11.50% 2.36M 2.41M HC Delaware 2022-01-27
2 The Vanguard Group - 23-1945930 2.21M 10.51% 25.2K 2.17M 44.4K IA Pennsylvania 2022-03-09
3 JANA PARTNERS LLC 2.14M 7.30% 2.14M 2.14M 10.00 IA Delaware 2018-02-15
4 Wells Capital Management Incorporated 1.97M 5.49% 78.4K IA Delaware 2016-01-29
5 Wells Fargo Funds Management, LLC 1.90M 5.30% 1.90M IA Delaware 2016-01-29
6 Blue Harbour Group, LP 1.85M 6.80% 1.85M 10.00 IA, PN Delaware 2018-11-09
7 Blue Harbour Holdings, LLC 1.85M 6.80% 1.85M 10.00 HC, OO Delaware 2018-11-09
8 Clifton S. Robbins 1.85M 6.80% 1.85M 10.00 HC, IN United States of America 2018-11-09
9 Allspring Global Investments Holdings, LLC 1.22M 5.80% 1.17M 1.22M HC Delaware 2022-01-18
10 Allspring Global Investments, LLC 1.22M 5.79% 210.7K 1.22M IA Delaware 2022-01-18
11 52-0556948 1.12M 3.80% 249.4K 1.12M IA Maryland 2017-12-07
12 Wells Fargo & Company 1.12M 3.23% 29.5K 1.04M 29.5K 1.09M HC Delaware 2016-04-11
13 23-2772200 996.5K 5.05% 669.4K 996.5K IA State of Delaware 2024-02-09
14 Integrated Assets, Ltd. 4.3K 0.00% 4.3K 4.3K CO 2021-01-22
15 Israel A. Englander 4.3K 0.00% 4.3K 4.3K IN 2021-01-22
16 Millennium Group Management LLC 4.3K 0.00% 4.3K 4.3K OO 2021-01-22
17 Millennium International Management LP 4.3K 0.00% 4.3K 4.3K PN 2021-01-22
18 Millennium Management LLC 4.3K 0.00% 4.3K 4.3K OO 2021-01-22
19 95-1411037 13.00 6.00% 1.26M 1.26M IA Delaware 2023-02-13
20 Allspring Funds Management, LLC 0.00% IA Delaware 2022-01-18
21 Cognizant Holdings, Ltd. 0.00% CO 2021-01-22
22 ICS Opportunities, Ltd. 0.00% CO 2021-01-22
23 Integrated Assets II LLC 0.00% OO 2021-01-22
24 Integrated Core Strategies (US) LLC 0.00% OO 2021-01-22

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
39
-132 vs prev Q
New positions
4
Closed positions
125
Increased
14
Reduced
16
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 WINDWARD MANAGEMENT LP 390.2K +390.2K (+100.0%) 7.39B +7.4B (+100.0%) 2.05% +2.047 pp 4.34% +4.338 pp USD18.95 +0.0% 1 qtrs NEW
2 CALLODINE CAPITAL MANAGEMENT, LP 1.70M +5.0K (+0.3%) 32.22M -1.3M (-3.9%) 8.92% +0.025 pp 2.59% -0.348 pp USD25.29 -25.1% 7 qtrs
3 BIGLARI CAPITAL CORP. 1.68M +— (+0.0%) 31.91M -1.4M (-4.1%) 8.83% -0.001 pp 3.42% -0.224 pp USD65.40 -71.0% 17 qtrs
4 BLACKROCK, INC. 1.42M -42.0K (-2.9%) 26.89M -2.0M (-6.9%) 7.44% -0.222 pp 0.00% 0.000 pp USD46.34 -59.1% 6 qtrs
5 VANGUARD GROUP INC 1.12M -15.6K (-1.4%) 21.18M -1.2M (-5.5%) 5.86% -0.083 pp 0.00% +0.000 pp USD48.84 -61.2% 84 qtrs
6 NANTAHALA CAPITAL MANAGEMENT, LLC 866.0K +266.0K (+44.3%) 16.41M +4.5M (+38.3%) 4.54% +1.395 pp 0.54% +0.131 pp USD17.92 +5.7% 3 qtrs
7 LSV ASSET MANAGEMENT 714.5K -35.3K (-4.7%) 13.54M -1.3M (-8.7%) 3.75% -0.186 pp 0.03% -0.003 pp USD75.13 -74.8% 17 qtrs
8 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 639.1K +97.3K (+18.0%) 12.11M +1.4M (+13.1%) 3.35% +0.510 pp 0.00% +0.000 pp USD48.56 -61.0% 100 qtrs
9 INVENOMIC CAPITAL MANAGEMENT LP 568.1K -155.1K (-21.4%) 10.77M -3.5M (-24.7%) 2.98% -0.814 pp 0.50% -0.191 pp USD30.55 -38.0% 6 qtrs
10 BANK OF AMERICA CORP /DE/ 513.9K -55.5K (-9.8%) 9.74M -1.5M (-13.5%) 2.70% -0.292 pp 0.00% 0.000 pp USD50.91 -62.8% 52 qtrs
11 GOLDMAN SACHS GROUP INC 501.4K -1.0K (-0.2%) 9.50M -431.4K (-4.3%) 2.63% -0.006 pp 0.00% +0.000 pp USD40.62 -53.3% 73 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 441.9K -13.8K (-3.0%) 8.38M -635.6K (-7.1%) 2.32% -0.073 pp 0.00% 0.000 pp USD65.27 -71.0% 78 qtrs
13 IPG INVESTMENT ADVISORS LLC 431.0K -222.2K (-34.0%) 8.17M -4.7M (-36.8%) 2.26% -1.166 pp 1.43% -0.871 pp USD39.23 -51.7% 12 qtrs
14 STATE STREET CORP 406.9K -26.8K (-6.2%) 7.71M -862.6K (-10.1%) 2.13% -0.141 pp 0.00% +0.000 pp USD59.34 -68.1% 51 qtrs
15 JPMORGAN CHASE & CO 396.7K +7.3K (+1.9%) 7.52M -180.0K (-2.3%) 2.08% +0.038 pp 0.00% +0.000 pp USD20.79 -8.9% 51 qtrs
16 MORGAN STANLEY 385.4K -126.3K (-24.7%) 7.30M -2.8M (-27.8%) 2.02% -0.663 pp 0.00% 0.000 pp USD37.95 -50.1% 51 qtrs
17 MANNING & NAPIER ADVISORS LLC 374.7K +— (+0.0%) 7.10M -307.2K (-4.1%) 1.97% 0.000 pp 0.09% -0.002 pp USD28.22 -32.8% 7 qtrs
18 ALLIANZ ASSET MANAGEMENT GMBH 309.8K +194.4K (+168.4%) 5.87M +3.6M (+157.3%) 1.63% +1.020 pp 0.01% +0.003 pp USD18.54 +2.2% 11 qtrs
19 EARNEST PARTNERS LLC 308.5K -4.4K (-1.4%) 5.85M -339.0K (-5.5%) 1.62% -0.023 pp 0.03% -0.002 pp USD45.37 -58.2% 24 qtrs
20 JANUS HENDERSON GROUP PLC 295.0K +295.0K (+100.0%) 5.59M +5.6M (+100.0%) 1.55% +1.548 pp 0.00% +0.003 pp USD18.95 +0.0% 18 qtrs
21 UBS GROUP AG 267.3K -243.2K (-47.6%) 5.06M -5.0M (-49.8%) 1.40% -1.276 pp 0.00% -0.001 pp USD39.16 -51.6% 45 qtrs
22 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 246.8K +180.4K (+271.9%) 4.68M +3.4M (+256.4%) 1.29% +0.946 pp 0.00% +0.002 pp USD19.17 -1.1% 13 qtrs
23 TWO SIGMA INVESTMENTS, LP 230.6K -6.0K (-2.5%) 4.37M -308.1K (-6.6%) 1.21% -0.032 pp 0.01% -0.001 pp USD20.71 -8.5% 5 qtrs
24 READYSTATE ASSET MANAGEMENT LP 225.2K +225.2K (+100.0%) 4.27M +4.3M (+100.0%) 1.18% +1.181 pp 0.17% +0.173 pp USD18.95 +0.0% 1 qtrs NEW
25 BIGLARI, SARDAR 200.6K +— (+0.0%) 3.80M -164.5K (-4.1%) 1.05% 0.000 pp 7.86% -0.124 pp USD36.85 -48.6% 15 qtrs
26 TREXQUANT INVESTMENT LP 190.8K +164.6K (+627.2%) 3.62M +3.1M (+597.1%) 1.00% +0.863 pp 0.03% +0.027 pp USD19.06 -0.6% 2 qtrs
27 D. E. SHAW & CO., INC. 182.4K -65.0K (-26.3%) 3.46M -1.4M (-29.3%) 0.96% -0.341 pp 0.00% -0.001 pp USD19.77 -4.1% 2 qtrs
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 172.2K +54.2K (+45.9%) 3.26M +930.3K (+39.9%) 0.90% +0.284 pp 0.00% +0.000 pp USD37.07 -48.9% 50 qtrs
29 RUFFER LLP 169.8K +169.8K (+100.0%) 3.22M +3.2M (+100.0%) 0.89% +0.891 pp 0.15% +0.147 pp USD18.95 +0.0% 1 qtrs NEW
30 NORTHERN TRUST CORP 147.5K -19.7K (-11.8%) 2.79M -510.6K (-15.4%) 0.77% -0.104 pp 0.00% 0.000 pp USD55.32 -65.7% 51 qtrs
31 INVESCO LTD. 144.5K +38.4K (+36.2%) 2.74M +640.8K (+30.6%) 0.76% +0.201 pp 0.00% +0.000 pp USD40.68 -53.4% 57 qtrs
32 JANE STREET GROUP, LLC 137.6K -2.3K (-1.6%) 2.61M -158.4K (-5.7%) 0.72% -0.012 pp 0.00% +0.000 pp USD19.77 -4.1% 2 qtrs
33 MAXI INVESTMENTS CY LTD 119.4K +119.4K (+100.0%) 2.26M +2.3M (+100.0%) 0.63% +0.626 pp 0.41% +0.412 pp USD18.95 +0.0% 1 qtrs NEW
34 ENVESTNET ASSET MANAGEMENT INC 118.8K -18.8K (-13.7%) 2.25M -468.9K (-17.2%) 0.62% -0.099 pp 0.00% 0.000 pp USD53.49 -64.6% 27 qtrs
35 AQR CAPITAL MANAGEMENT LLC 118.8K +95.1K (+402.4%) 2.25M +1.8M (+396.9%) 0.62% +0.499 pp 0.00% +0.001 pp USD18.65 +1.6% 3 qtrs
36 SEVEN SIX CAPITAL MANAGEMENT, LLC 118.4K -19.4K (-14.1%) 2.24M -480.6K (-17.6%) 0.62% -0.102 pp 2.26% -0.428 pp USD29.62 -36.0% 5 qtrs
37 SG AMERICAS SECURITIES, LLC 117.5K +111.8K (+1,990.4%) 2.23M +2.1M (+1,905.4%) 0.62% +0.587 pp 0.00% +0.003 pp USD18.99 -0.2% 6 qtrs
38 RENAISSANCE TECHNOLOGIES LLC 115.4K +115.4K (+100.0%) 2.19M +2.2M (+100.0%) 0.61% +0.605 pp 0.00% +0.003 pp USD18.95 +0.0% 1 qtrs NEW
39 WELLS FARGO & COMPANY/MN 114.1K -8.6K (-7.0%) 2.16M -264.1K (-10.9%) 0.60% -0.045 pp 0.00% 0.000 pp USD56.09 -66.2% 57 qtrs
40 CITADEL ADVISORS LLC 109.8K -250.5K (-69.5%) 2.08M -5.0M (-70.8%) 0.58% -1.314 pp 0.00% -0.001 pp USD26.09 -27.4% 38 qtrs
41 BANK OF NEW YORK MELLON CORP 108.2K +29.2K (+36.9%) 2.05M +488.1K (+31.2%) 0.57% +0.153 pp 0.00% +0.000 pp USD48.46 -60.9% 66 qtrs
42 ASSENAGON ASSET MANAGEMENT S.A. 107.8K +107.8K (+100.0%) 2.04M +2.0M (+100.0%) 0.57% +0.566 pp 0.00% +0.003 pp USD18.95 +0.0% 1 qtrs NEW
43 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 107.3K +17.4K (+19.4%) 2.03M +256.3K (+14.4%) 0.56% +0.091 pp 0.03% +0.003 pp USD17.70 +7.1% 3 qtrs
44 CRAWFORD FUND MANAGEMENT, LLC 97.0K -117.5K (-54.8%) 1.84M -2.4M (-56.7%) 0.51% -0.617 pp 0.24% -0.437 pp USD19.99 -5.2% 4 qtrs
45 WALLEYE TRADING LLC 94.1K +25.5K (+37.2%) 1.78M +427.0K (+31.5%) 0.49% +0.134 pp 0.00% +0.001 pp USD24.44 -22.5% 45 qtrs
46 TWO SIGMA ADVISERS, LP 91.8K -65.2K (-41.5%) 1.74M -1.4M (-44.0%) 0.48% -0.342 pp 0.00% -0.003 pp USD19.77 -4.1% 2 qtrs
47 PRINCIPAL FINANCIAL GROUP INC 82.2K +26.9K (+48.7%) 1.56M +464.8K (+42.5%) 0.43% +0.141 pp 0.00% +0.000 pp USD45.43 -58.3% 81 qtrs
48 GOBI CAPITAL LLC 77.4K +77.4K (+100.0%) 1.47M +1.5M (+100.0%) 0.41% +0.406 pp 0.07% +0.071 pp USD18.95 +0.0% 1 qtrs NEW
49 STIFEL FINANCIAL CORP 76.6K -85.9K (-52.9%) 1.45M -1.8M (-54.8%) 0.40% -0.451 pp 0.00% -0.002 pp USD41.40 -54.2% 30 qtrs
50 ATOM INVESTORS LP 75.6K +59.6K (+371.5%) 1.43M +1.1M (+351.9%) 0.40% +0.313 pp 0.11% +0.090 pp USD18.68 +1.4% 3 qtrs
51 CREATIVE PLANNING 64.3K -19.2K (-23.0%) 1.22M -431.9K (-26.2%) 0.34% -0.101 pp 0.00% 0.000 pp USD22.49 -15.7% 11 qtrs
52 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 63.4K +— (+0.0%) 1.20M -52.0K (-4.1%) 0.33% 0.000 pp 0.00% 0.000 pp USD37.84 -49.9% 5 qtrs
53 TUDOR INVESTMENT CORP ET AL 55.4K +10.9K (+24.5%) 1.05M +170.1K (+19.3%) 0.29% +0.057 pp 0.00% +0.000 pp USD34.48 -45.0% 7 qtrs
54 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 54.5K +54.5K (+100.0%) 1.03M +1.0M (+100.0%) 0.29% +0.286 pp 0.07% +0.069 pp USD18.95 +0.0% 1 qtrs NEW
55 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 51.2K +51.2K (+100.0%) 970.0K +970.0K (+100.0%) 0.27% +0.268 pp 0.00% +0.001 pp USD18.95 +0.0% 1 qtrs NEW
56 ACCESS INVESTMENT MANAGEMENT LLC 41.5K +— (+0.0%) 819.6K +— (+0.0%) 0.22% +0.000 pp 0.22% +0.000 pp USD17.46 +8.5% 3 qtrs
57 NUVEEN, LLC 42.7K -2.2K (-4.9%) 810.0K -78.9K (-8.9%) 0.22% -0.012 pp 0.00% +0.000 pp USD27.19 -30.3% 4 qtrs
58 QUANTINNO CAPITAL MANAGEMENT LP 37.9K +10.4K (+37.9%) 718.5K +175.1K (+32.2%) 0.20% +0.055 pp 0.00% +0.000 pp USD18.56 +2.1% 3 qtrs
59 PRICE T ROWE ASSOCIATES INC /MD/ 36.8K +13.8K (+60.2%) 698.0K +243.0K (+53.4%) 0.19% +0.073 pp 0.00% +0.000 pp USD43.23 -56.2% 75 qtrs
60 BLUESHIFT ASSET MANAGEMENT, LLC 36.5K +23.5K (+180.7%) 691.4K +434.4K (+169.0%) 0.19% +0.123 pp 0.20% +0.120 pp USD19.24 -1.5% 2 qtrs
61 VERITION FUND MANAGEMENT LLC 35.3K -1.8K (-4.9%) 668.9K -64.5K (-8.8%) 0.19% -0.010 pp 0.00% 0.000 pp USD38.04 -50.2% 15 qtrs
62 MARSHALL WACE, LLP 34.3K -709.8K (-95.4%) 650.7K -14.1M (-95.6%) 0.18% -3.724 pp 0.00% -0.014 pp USD18.98 -0.2% 3 qtrs
63 JAIN GLOBAL LLC 32.5K +32.5K (+100.0%) 616.8K +616.8K (+100.0%) 0.17% +0.171 pp 0.00% +0.003 pp USD18.95 +0.0% 1 qtrs NEW
64 GRAHAM CAPITAL MANAGEMENT, L.P. 30.4K +17.7K (+139.5%) 575.6K +324.9K (+129.6%) 0.16% +0.093 pp 0.01% +0.010 pp USD18.33 +3.4% 3 qtrs
65 BARCLAYS PLC 29.4K -186.8K (-86.4%) 556.2K -9.5M (-94.5%) 0.15% -0.980 pp 0.00% -0.002 pp USD24.39 -22.3% 51 qtrs
66 RHUMBLINE ADVISERS 27.8K -4.7K (-14.6%) 526.7K -116.6K (-18.1%) 0.15% -0.025 pp 0.00% 0.000 pp USD67.42 -71.9% 51 qtrs
67 SUMMITTX CAPITAL, L.P. 26.5K -3.4K (-11.3%) 501.6K -88.6K (-15.0%) 0.14% -0.018 pp 0.02% -0.009 pp USD19.59 -3.3% 4 qtrs
68 NOVEM GROUP 26.2K +26.2K (+100.0%) 495.5K +495.5K (+100.0%) 0.14% +0.137 pp 0.06% +0.057 pp USD18.95 +0.0% 1 qtrs NEW
69 CERTUITY, LLC 25.3K +— (+0.0%) 479.4K -20.7K (-4.1%) 0.13% +0.000 pp 0.03% -0.004 pp USD19.77 -4.1% 2 qtrs
70 QUEST PARTNERS LLC 25.2K +12.7K (+101.6%) 477.4K +230.3K (+93.2%) 0.13% +0.067 pp 0.03% +0.011 pp USD19.77 -4.1% 9 qtrs
71 DIMENSIONAL FUND ADVISORS LP 24.1K -104.1K (-81.2%) 457.3K -2.1M (-82.0%) 0.13% -0.546 pp 0.00% 0.000 pp USD52.85 -64.1% 51 qtrs
72 CETERA INVESTMENT ADVISERS 23.0K -5.4K (-19.0%) 436.6K -125.6K (-22.3%) 0.12% -0.028 pp 0.00% 0.000 pp USD19.77 -4.1% 2 qtrs
73 POINT72 ASSET MANAGEMENT, L.P. 22.8K +22.8K (+100.0%) 432.1K +432.1K (+100.0%) 0.12% +0.120 pp 0.00% +0.001 pp USD18.95 +0.0% 1 qtrs NEW
74 ALLIANCEBERNSTEIN L.P. 20.1K +— (+0.0%) 380.3K -16.5K (-4.1%) 0.11% +0.000 pp 0.00% +0.000 pp USD75.23 -74.8% 61 qtrs
75 STATE OF WISCONSIN INVESTMENT BOARD 18.1K -7.3K (-28.7%) 343.5K -159.2K (-31.7%) 0.10% -0.038 pp 0.00% 0.000 pp USD24.57 -22.9% 51 qtrs
76 CANADA PENSION PLAN INVESTMENT BOARD 18.0K +11.1K (+160.9%) 341.1K +204.7K (+150.0%) 0.09% +0.058 pp 0.00% +0.000 pp USD24.42 -22.4% 7 qtrs
77 17.5K +17.5K (+100.0%) 332.5K +332.5K (+100.0%) 0.09% +0.092 pp 0.07% +0.071 pp USD18.95 +0.0% 1 qtrs NEW
78 FMR LLC 17.4K -6.8K (-28.1%) 328.8K -148.1K (-31.1%) 0.09% -0.036 pp 0.00% +0.000 pp USD22.83 -17.0% 70 qtrs
79 SHAY CAPITAL LLC 17.3K -12.0K (-40.9%) 327.6K -251.0K (-43.4%) 0.09% -0.063 pp 0.03% -0.016 pp USD29.50 -35.8% 6 qtrs
80 QUANTBOT TECHNOLOGIES LP 16.0K -5.8K (-26.6%) 302.5K -127.3K (-29.6%) 0.08% -0.030 pp 0.01% -0.002 pp USD20.10 -5.7% 5 qtrs
81 DEUTSCHE BANK AG\ 13.4K -1.2K (-8.3%) 253.1K -35.0K (-12.1%) 0.07% -0.006 pp 0.00% +0.000 pp USD67.96 -72.1% 50 qtrs
82 CLEARLINE CAPITAL LP 12.8K -15.5K (-54.7%) 243.1K -316.5K (-56.6%) 0.07% -0.081 pp 0.01% -0.014 pp USD31.64 -40.1% 8 qtrs
83 WILEY BROS.-AINTREE CAPITAL, LLC 12.3K -201.0 (-1.6%) 234.0K -14.1K (-5.7%) 0.06% -0.001 pp 0.00% 0.000 pp USD33.08 -42.7% 6 qtrs
84 WALLEYE CAPITAL LLC 10.8K +10.8K (+100.0%) 205.6K +205.6K (+100.0%) 0.06% +0.057 pp 0.00% +0.001 pp USD18.95 +0.0% 8 qtrs
85 BANK OF MONTREAL /CAN/ 10.3K +10.3K (+100.0%) 194.2K +194.2K (+100.0%) 0.05% +0.054 pp 0.00% +0.000 pp USD18.95 +0.0% 3 qtrs
86 INSPIRE ADVISORS, LLC 10.1K +10.1K (+100.0%) 192.3K +192.3K (+100.0%) 0.05% +0.053 pp 0.02% +0.018 pp USD18.95 +0.0% 1 qtrs NEW
87 METLIFE INVESTMENT MANAGEMENT, LLC 9.8K -1.4K (-12.2%) 185.8K -35.1K (-15.9%) 0.05% -0.007 pp 0.00% 0.000 pp USD93.30 -79.7% 33 qtrs
88 ENSIGN PEAK ADVISORS, INC 8.8K -560.0 (-6.0%) 166.9K -18.3K (-9.9%) 0.05% -0.003 pp 0.00% +0.000 pp USD63.59 -70.2% 25 qtrs
89 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 8.2K -678.0 (-7.7%) 154.6K -20.1K (-11.5%) 0.04% -0.004 pp 0.00% +0.000 pp USD48.02 -60.5% 7 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 63 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.07% 1.92M 0.34%
2 Schwab Fundamental U.S. Small Company Index ETF FNDA 0.06% 5.82M 0.25%
3 iShares Micro-Cap ETF IWC 0.06% 896.5K 0.60%
4 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.06% 6.7K 0.29%
5 WisdomTree U.S. SmallCap Fund EES 0.05% 337.8K 0.38%
6 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.03% 17.2K 0.35%
7 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.03% 298.4K 0.20%
8 iShares U.S. Small-Cap Equity Factor ETF SMLF 0.03% 1.04M 0.15%
9 iShares Russell 2000 Value ETF IWN 0.02% 2.18M 0.24%
10 Vanguard Russell 2000 Growth ETF VTWG 0.01% 173.3K 0.06%

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
10.6K
Cash buys
Cash sales
5.00
Net activity
-10,557
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
2026-05-04 SUPER SARAH L Officer S-Sale D COMMON STOCK 1,841 12.10 22.3K 51,801 D
2026-05-04 Piano Steven Officer S-Sale D COMMON STOCK 922 12.10 11.2K 40,145 D
2026-05-04 MOUNT CARL Officer S-Sale D COMMON STOCK 1,142 12.10 13.8K 40,730 D
2026-05-04 HOOPER DAWN E Officer S-Sale D COMMON STOCK 738 12.10 8.9K 35,760 D
2026-05-04 COOK RICHARD D Officer S-Sale D COMMON STOCK 1,025 12.10 12.4K 40,130 D
2026-04-10 Luz Eduardo Dias Director 0 0.00 0
2026-04-07 Tucker Lance F. Director / Officer F-InKind D COMMON STOCK 4,889 10.96 53.6K 197,745 D
2026-03-03 YEUNG MAN WEIN VIVIEN Director A-Award A COMMON STOCK 8,235 0.00 26,359 D
2026-03-03 Smolinisky Alan Director A-Award A COMMON STOCK 8,235 0.00 197,584 D
2026-03-03 Ramirez Enrique Director A-Award A COMMON STOCK 8,235 0.00 13,398 D
2026-03-03 MYERS JAMES M Director A-Award A COMMON STOCK 8,235 0.00 45,401 D
2026-03-03 MURPHY MICHAEL W Director A-Award A COMMON STOCK 8,235 0.00 85,927 D
2026-03-03 King Mark James Director A-Award A COMMON STOCK 12,188 0.00 12,188 D
2026-03-03 KLEINER MADELEINE Director A-Award A COMMON STOCK 8,235 0.00 34,673 D
2026-03-03 GOEBEL DAVID Director A-Award A COMMON STOCK 8,235 0.00 47,690 D
2026-03-03 DIAZ GUILLERMO JR Director A-Award A COMMON STOCK 8,235 0.00 14,730 D
2026-03-02 MYERS JAMES M Director A-Award A COMMON STOCK 1,355 0.00 46,756 D
2026-02-27 Tucker Lance F. Director / Officer F-InKind D COMMON STOCK 1,434 16.92 24.3K 202,634 D
2026-01-28 Tucker Lance F. Director / Officer S-Sale D COMMON STOCK 1,472 21.83 32.1K 204,068 D
2025-12-30 SUPER SARAH L Officer S-Sale D COMMON STOCK 434 19.46 8.4K 53,642 D
2025-12-30 Piano Steven Officer S-Sale D COMMON STOCK 254 19.46 4.9K 41,067 D
2025-12-30 Ostrom Ryan Lee Officer S-Sale D COMMON STOCK 581 19.46 11.3K 79,475 D
2025-12-30 COOK RICHARD D Officer S-Sale D COMMON STOCK 292 19.46 5.7K 41,155 D
2025-12-19 Smolinisky Alan Director X-InTheMoney D Put Option (obligation to buy) 200 22.50 4.5K 0 I
2025-12-17 SUPER SARAH L Officer S-Sale D COMMON STOCK 211 20.27 4.3K 54,076 D
2025-12-17 Piano Steven Officer S-Sale D COMMON STOCK 163 20.27 3.3K 41,321 D
2025-12-17 Ostrom Ryan Lee Officer S-Sale D COMMON STOCK 315 20.27 6.4K 80,056 D
2025-12-17 COOK RICHARD D Officer S-Sale D COMMON STOCK 177 20.27 3.6K 41,447 D
2025-12-10 Tucker Lance F. Director / Officer A-Award A COMMON STOCK 122,663 0.00 207,218 D
2025-12-10 SUPER SARAH L Officer A-Award A COMMON STOCK 21,647 0.00 54,287 D
2025-12-10 Piano Steven Officer A-Award A COMMON STOCK 14,431 0.00 41,484 D
2025-12-10 Ostrom Ryan Lee Officer A-Award A COMMON STOCK 28,862 0.00 80,371 D
2025-12-10 MOUNT CARL Officer A-Award A COMMON STOCK 23,090 0.00 41,872 D
2025-12-10 Ingram Van Officer A-Award A COMMON STOCK 14,431 0.00 19,356 D
2025-12-10 HOOPER DAWN E Officer A-Award A COMMON STOCK 21,647 0.00 36,498 D
2025-12-10 COOK RICHARD D Officer A-Award A COMMON STOCK 14,431 0.00 41,624 D
2025-12-09 Ingram Van Officer S-Sale D COMMON STOCK 127 19.06 2.4K 4,925 D
2025-12-09 HOOPER DAWN E Officer S-Sale D COMMON STOCK 236 19.06 4.5K 14,851 D
2025-12-03 SUPER SARAH L Officer A-Award A COMMON STOCK 2,812 0.00 34,754 D
2025-12-03 Piano Steven Officer A-Award A COMMON STOCK 2,812 0.00 28,544 D
2025-12-03 Ostrom Ryan Lee Officer S-Sale D COMMON STOCK 716 19.08 13.7K 52,787 D
2025-12-03 MOUNT CARL Officer S-Sale D COMMON STOCK 518 19.08 9.9K 18,782 D
2025-12-03 Ingram Van Officer S-Sale D COMMON STOCK 204 19.08 3.9K 5,052 D
2025-12-03 HOOPER DAWN E Officer S-Sale D COMMON STOCK 512 19.08 9.8K 15,087 D
2025-12-03 COOK RICHARD D Officer S-Sale D COMMON STOCK 541 19.08 10.3K 27,193 D
2025-11-25 MOUNT CARL Officer S-Sale D COMMON STOCK 1,393 19.00 26.5K 19,300 D
2025-11-24 Tucker Lance F. Director / Officer P-Purchase A COMMON STOCK 5,000 17.29 86.5K 84,555 D
2025-11-24 Ostrom Ryan Lee Officer P-Purchase A COMMON STOCK 1,000 17.55 17.6K 50,489 D
2025-11-07 Smolinisky Alan Director Common Stock 0 0.00 1 I
2025-11-07 King Mark James Director 0 0.00 0
2025-11-04 COOK RICHARD D Officer S-Sale D COMMON STOCK 154 16.38 2.5K 26,168 D
2025-09-10 MOUNT CARL Officer S-Sale D COMMON STOCK 589 19.74 11.6K 20,693 D
2025-08-04 Ingram Van Officer COMMON STOCK 0 0.00 1,888 D
2025-05-13 Piano Steven Officer S-Sale D COMMON STOCK 152 29.07 4.4K 25,732 D
2025-05-01 SUPER SARAH L Officer A-Award A Performance-based Restricted Stock Unit (PSU) 15,127 0.00 15,632 D
2025-05-01 Piano Steven Officer A-Award A Performance-based Restricted Stock Unit (PSU) 10,085 0.00 10,085 D
2025-05-01 Ostrom Ryan Lee Officer A-Award A Performance-based Restricted Stock Unit (PSU) 20,169 0.00 20,169 D
2025-05-01 MOUNT CARL Officer A-Award A Performance-based Restricted Stock Unit (PSU) 10,085 0.00 10,085 D
2025-05-01 LINDERMAN TIMOTHY T Officer A-Award A Performance-based Restricted Stock Unit (PSU) 10,085 0.00 10,085 D
2025-05-01 HOOPER DAWN E Officer A-Award A Performance-based Restricted Stock Unit (PSU) 6,051 0.00 6,051 D
2025-05-01 COOK RICHARD D Officer A-Award A Performance-based Restricted Stock Unit (PSU) 10,085 0.00 10,085 D
2025-04-08 YEUNG MAN WEIN VIVIEN Director A-Award A COMMON STOCK 85 0.00 18,022 D
2025-04-08 MYERS JAMES M Director A-Award A COMMON STOCK 226 0.00 36,969 D
2025-04-08 MURPHY MICHAEL W Director A-Award A COMMON STOCK 83 0.00 77,692 D
2025-04-08 KLEINER MADELEINE Director A-Award A COMMON STOCK 188 0.00 26,438 D
2025-04-08 GOEBEL DAVID Director A-Award A COMMON STOCK 215 0.00 39,455 D
2025-04-07 Tucker Lance F. Director / Officer A-Award A COMMON STOCK 41,834 0.00 79,555 D
2025-03-03 YEUNG MAN WEIN VIVIEN Director A-Award A COMMON STOCK 3,490 0.00 17,937 D
2025-03-03 Ramirez Enrique Director A-Award A COMMON STOCK 3,490 0.00 5,163 D
2025-03-03 MYERS JAMES M Director A-Award A COMMON STOCK 3,490 0.00 36,743 D
2025-03-03 MURPHY MICHAEL W Director A-Award A COMMON STOCK 3,490 0.00 76,670 D
2025-03-03 KLEINER MADELEINE Director A-Award A COMMON STOCK 3,490 0.00 26,250 D
2025-03-03 GOEBEL DAVID Director A-Award A COMMON STOCK 5,165 0.00 39,050 D
2025-03-03 DIAZ GUILLERMO JR Director A-Award A COMMON STOCK 3,490 0.00 6,495 D
2025-02-24 Tucker Lance F. Officer A-Award A COMMON STOCK 12,531 0.00 37,721 D
2025-02-20 Ostrom Ryan Lee Officer S-Sale D COMMON STOCK 328 39.16 12.8K 29,320 D
2025-01-27 Tucker Lance F. Officer A-Award A COMMON STOCK 12,595 0.00 25,190 D
2025-01-13 Tucker Lance F. Officer 0 0.00 0
2024-12-30 YEUNG MAN WEIN VIVIEN Director A-Award A COMMON STOCK 55 0.00 14,381 D
2024-12-30 MYERS JAMES M Director A-Award A COMMON STOCK 145 0.00 33,143 D
2024-12-30 MURPHY MICHAEL W Director A-Award A COMMON STOCK 603 0.00 73,127 D
2024-12-30 KLEINER MADELEINE Director A-Award A COMMON STOCK 104 0.00 22,760 D
2024-12-30 John Sharon Price Director A-Award A COMMON STOCK 92 0.00 12,804 D
2024-12-30 GOEBEL DAVID Director A-Award A COMMON STOCK 139 0.00 33,885 D
2024-12-23 SUPER SARAH L Officer S-Sale D COMMON STOCK 1,045 40.52 42.3K 17,458 D
2024-12-23 Piano Steven Officer S-Sale D COMMON STOCK 253 40.52 10.3K 15,799 D
2024-12-23 Ostrom Ryan Lee Officer S-Sale D COMMON STOCK 579 40.52 23.5K 29,648 D
2024-12-23 LINDERMAN TIMOTHY T Officer S-Sale D COMMON STOCK 248 40.52 10.0K 15,456 D
2024-12-23 HOOPER DAWN E Officer S-Sale D COMMON STOCK 210 40.52 8.5K 9,727 D
2024-12-23 HARRIS DARIN S Director / Officer S-Sale D COMMON STOCK 3,701 40.52 150.0K 138,803 D
2024-12-23 COOK RICHARD D Officer S-Sale D COMMON STOCK 292 40.52 11.8K 16,237 D
2024-12-20 SUPER SARAH L Officer A-Award A COMMON STOCK 2,910 0.00 18,503 D
2024-12-20 Piano Steven Officer A-Award A COMMON STOCK 2,910 0.00 17,016 D
2024-12-20 Ostrom Ryan Lee Officer A-Award A COMMON STOCK 4,363 0.00 32,107 D
2024-12-20 LINDERMAN TIMOTHY T Officer A-Award A COMMON STOCK 2,910 0.00 16,604 D
2024-12-20 HARRIS DARIN S Director / Officer A-Award A COMMON STOCK 20,726 0.00 153,474 D
2024-12-20 COOK RICHARD D Officer A-Award A COMMON STOCK 2,910 0.00 17,586 D
2024-12-16 HOOPER DAWN E Officer S-Sale D COMMON STOCK 237 44.81 10.6K 9,937 D
2024-12-04 SUPER SARAH L Officer S-Sale D COMMON STOCK 442 48.93 21.6K 15,593 D
2024-12-04 Piano Steven Officer S-Sale D COMMON STOCK 259 48.93 12.7K 14,106 D
2024-12-04 Ostrom Ryan Lee Officer S-Sale D COMMON STOCK 707 48.93 34.6K 27,744 D
2024-12-04 LINDERMAN TIMOTHY T Officer S-Sale D COMMON STOCK 255 48.93 12.5K 13,694 D
2024-12-04 HOOPER DAWN E Officer S-Sale D COMMON STOCK 177 48.93 8.7K 10,174 D
2024-12-04 HARRIS DARIN S Director / Officer S-Sale D COMMON STOCK 4,114 48.93 201.3K 132,748 D
2024-12-04 DARDEN TONY J Officer S-Sale D COMMON STOCK 247 48.93 12.1K 8,052 D
2024-12-04 COOK RICHARD D Officer S-Sale D COMMON STOCK 374 48.93 18.3K 14,676 D
2024-12-02 SUPER SARAH L Officer A-Award A COMMON STOCK 5,253 0.00 16,142 D
2024-12-02 Piano Steven Officer A-Award A COMMON STOCK 5,253 0.00 14,365 D
2024-12-02 Ostrom Ryan Lee Officer A-Award A COMMON STOCK 10,505 0.00 28,451 D
2024-12-02 MOUNT CARL Officer A-Award A COMMON STOCK 5,253 0.00 11,197 D
2024-12-02 LINDERMAN TIMOTHY T Officer A-Award A COMMON STOCK 5,253 0.00 13,949 D
2024-12-02 HOOPER DAWN E Officer A-Award A COMMON STOCK 4,202 0.00 10,351 D
2024-12-02 HARRIS DARIN S Director / Officer A-Award A COMMON STOCK 47,269 0.00 138,156 D
2024-12-02 COOK RICHARD D Officer A-Award A COMMON STOCK 5,253 0.00 15,050 D
2024-11-05 COOK RICHARD D Officer S-Sale D COMMON STOCK 153 49.94 7.6K 9,797 D
2024-09-30 MOUNT CARL Officer COMMON STOCK 0 0.00 5,944 D
2024-09-19 YEUNG MAN WEIN VIVIEN Director A-Award A COMMON STOCK 51 0.00 14,265
2024-09-19 MYERS JAMES M Director A-Award A COMMON STOCK 135 0.00 32,896
2024-09-19 MURPHY MICHAEL W Director A-Award A COMMON STOCK 50 0.00 72,524
2024-09-19 KLEINER MADELEINE Director A-Award A COMMON STOCK 96 0.00 22,656
2024-09-19 John Sharon Price Director A-Award A COMMON STOCK 85 0.00 12,712
2024-09-19 GOEBEL DAVID Director A-Award A COMMON STOCK 114 0.00 33,496
2024-08-29 Scott Brian M. Officer S-Sale D COMMON STOCK 696 48.66 33.9K 13,201
2024-06-25 YEUNG MAN WEIN VIVIEN Director A-Award A COMMON STOCK 42 0.00 14,164
2024-06-25 MYERS JAMES M Director A-Award A COMMON STOCK 111 0.00 32,677
2024-06-25 MURPHY MICHAEL W Director A-Award A COMMON STOCK 461 0.00 71,871
2024-06-25 KLEINER MADELEINE Director A-Award A COMMON STOCK 79 0.00 22,560
2024-06-25 John Sharon Price Director A-Award A COMMON STOCK 70 0.00 12,627
2024-06-25 HARRIS DARIN S Director / Officer S-Sale D COMMON STOCK 598 51.64 30.9K 90,887
2024-06-25 GOEBEL DAVID Director A-Award A COMMON STOCK 93 0.00 33,276
2024-06-24 DARDEN TONY J Officer S-Sale D COMMON STOCK 54 50.51 2.7K 8,299
2024-05-13 Piano Steven Officer S-Sale D COMMON STOCK 148 53.42 7.9K 9,112
2024-03-27 YEUNG MAN WEIN VIVIEN Director A-Award A COMMON STOCK 31 0.00 14,084
2024-03-27 MYERS JAMES M Director A-Award A COMMON STOCK 83 0.00 32,504
2024-03-27 MURPHY MICHAEL W Director A-Award A COMMON STOCK 31 0.00 71,410
2024-03-27 KLEINER MADELEINE Director A-Award A COMMON STOCK 59 0.00 22,481
2024-03-27 John Sharon Price Director A-Award A COMMON STOCK 52 0.00 12,557
2024-03-27 GOEBEL DAVID Director A-Award A COMMON STOCK 69 0.00 33,103
2024-03-13 MURPHY MICHAEL W Director S-Sale D COMMON STOCK 1,332 72.58 96.7K 71,035
2024-03-04 YEUNG MAN WEIN VIVIEN Director A-Award A COMMON STOCK 1,673 0.00 14,053
2024-03-04 Ramirez Enrique Director A-Award A COMMON STOCK 1,673 0.00 1,673
2024-03-04 MYERS JAMES M Director A-Award A COMMON STOCK 1,673 0.00 32,421
2024-03-04 MURPHY MICHAEL W Director A-Award A COMMON STOCK 1,673 0.00 72,367
2024-03-04 KLEINER MADELEINE Director A-Award A COMMON STOCK 1,673 0.00 22,422
2024-03-04 John Sharon Price Director A-Award A COMMON STOCK 1,673 0.00 12,505
2024-03-04 GOEBEL DAVID Director A-Award A COMMON STOCK 2,476 0.00 33,034
2024-03-04 DIAZ GUILLERMO JR Director A-Award A COMMON STOCK 1,673 0.00 3,005
2024-02-16 Ostrom Ryan Lee Officer S-Sale D COMMON STOCK 328 76.06 24.9K 17,946
2024-02-06 HOOPER DAWN E Officer S-Sale D COMMON STOCK 223 76.53 17.1K 6,149
2024-01-15 Ramirez Enrique Director 0 0.00 0
2023-12-28 YEUNG MAN WEIN VIVIEN Director A-Award A COMMON STOCK 32 0.00 12,380
2023-12-28 TEHLE DAVID M Director A-Award A COMMON STOCK 15 0.00 61,212
2023-12-28 MYERS JAMES M Director A-Award A COMMON STOCK 47 0.00 30,748
2023-12-28 MURPHY MICHAEL W Director A-Award A COMMON STOCK 27 0.00 70,694
2023-12-28 KLEINER MADELEINE Director A-Award A COMMON STOCK 43 0.00 20,749
2023-12-28 John Sharon Price Director A-Award A COMMON STOCK 38 0.00 10,832
2023-12-28 GOEBEL DAVID Director A-Award A COMMON STOCK 58 0.00 30,558
2023-12-21 SUPER SARAH L Officer S-Sale D COMMON STOCK 419 81.56 34.2K 10,889
2023-12-21 Piano Steven Officer S-Sale D COMMON STOCK 255 81.56 20.8K 9,260
2023-12-21 Ostrom Ryan Lee Officer S-Sale D COMMON STOCK 804 81.56 65.6K 18,274
2023-12-21 LINDERMAN TIMOTHY T Officer S-Sale D COMMON STOCK 249 81.56 20.3K 8,696
2023-12-21 HARRIS DARIN S Director / Officer S-Sale D COMMON STOCK 3,823 81.56 311.8K 91,485
2023-12-21 GORDON DEAN C Officer S-Sale D COMMON STOCK 389 81.56 31.7K 15,905
2023-12-21 DARDEN TONY J Officer S-Sale D COMMON STOCK 240 81.56 19.6K 8,353
2023-12-21 COOK RICHARD D Officer S-Sale D COMMON STOCK 292 81.56 23.8K 9,950
2023-12-19 SUPER SARAH L Officer S-Sale D COMMON STOCK 68 83.08 5.6K 11,308
2023-12-19 Piano Steven Officer S-Sale D COMMON STOCK 156 83.08 13.0K 9,515
2023-12-19 Ostrom Ryan Lee Officer S-Sale D COMMON STOCK 436 83.08 36.2K 19,078
2023-12-19 LINDERMAN TIMOTHY T Officer S-Sale D COMMON STOCK 152 83.08 12.6K 8,945
2023-12-19 HOOPER DAWN E Officer S-Sale D COMMON STOCK 227 83.08 18.9K 6,372
2023-12-19 HARRIS DARIN S Director / Officer S-Sale D COMMON STOCK 1,898 83.08 157.7K 95,308
2023-12-19 GORDON DEAN C Officer S-Sale D COMMON STOCK 76 83.08 6.3K 16,294
2023-12-19 DARDEN TONY J Officer S-Sale D COMMON STOCK 147 83.08 12.2K 8,593
2023-12-19 COOK RICHARD D Officer S-Sale D COMMON STOCK 178 83.08 14.8K 10,242
2023-12-05 SUPER SARAH L Officer S-Sale D COMMON STOCK 103 78.36 8.1K 11,579
2023-12-05 LINDERMAN TIMOTHY T Officer S-Sale D COMMON STOCK 118 78.36 9.2K 9,097
2023-12-05 HOOPER DAWN E Officer S-Sale D COMMON STOCK 69 78.36 5.4K 6,802
2023-12-05 HARRIS DARIN S Director / Officer S-Sale D COMMON STOCK 1,693 78.36 132.7K 97,206
2023-12-05 GORDON DEAN C Officer S-Sale D COMMON STOCK 92 78.36 7.2K 16,549
2023-12-01 MYERS JAMES M Director A-Award A COMMON STOCK 315 0.00 30,631
2023-12-01 GOEBEL DAVID Director A-Award A COMMON STOCK 441 0.00 30,441
2023-11-30 Scott Brian M. Officer A-Award A COMMON STOCK 8,084 0.00 13,897
2023-11-30 SUPER SARAH L Officer A-Award A COMMON STOCK 3,675 0.00 11,682
2023-11-30 Piano Steven Officer A-Award A COMMON STOCK 2,940 0.00 9,671
2023-11-30 Ostrom Ryan Lee Officer A-Award A COMMON STOCK 5,880 0.00 19,514
2023-11-30 LINDERMAN TIMOTHY T Officer A-Award A COMMON STOCK 2,940 0.00 9,215
2023-11-30 HOOPER DAWN E Officer A-Award A COMMON STOCK 1,470 0.00 6,871
2023-11-30 HARRIS DARIN S Director / Officer A-Award A COMMON STOCK 27,559 0.00 98,899
2023-11-30 GORDON DEAN C Officer A-Award A COMMON STOCK 2,940 0.00 16,641
2023-11-30 DARDEN TONY J Officer A-Award A COMMON STOCK 2,940 0.00 8,740
2023-11-30 COOK RICHARD D Officer A-Award A COMMON STOCK 3,675 0.00 10,420
2023-11-21 SUPER SARAH L Officer S-Sale D COMMON STOCK 605 68.01 41.1K 8,007
2023-11-21 Ostrom Ryan Lee Officer S-Sale D COMMON STOCK 1,655 68.01 112.6K 13,634
2023-11-21 HARRIS DARIN S Director / Officer S-Sale D COMMON STOCK 8,201 68.01 557.8K 71,340
2023-11-21 GORDON DEAN C Officer S-Sale D COMMON STOCK 540 68.01 36.7K 13,701
2023-11-20 SUPER SARAH L Officer A-Award A COMMON STOCK 1,737 0.00 8,612
2023-11-20 Ostrom Ryan Lee Officer A-Award A COMMON STOCK 4,753 0.00 15,289
2023-11-20 HARRIS DARIN S Director / Officer A-Award A COMMON STOCK 21,695 0.00 79,541
2023-11-20 GORDON DEAN C Officer A-Award A COMMON STOCK 1,737 0.00 14,241
2023-11-02 COOK RICHARD D Officer S-Sale D COMMON STOCK 153 64.03 9.8K 6,745

Executive team

Top executives
EBIT / Employee
-4.4K
Shares Outstanding
19.10M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2006 Linda A. Lang Chairman of the Board Chief Executive Officer 700.0K 1.05M 43.2K 1.79M 0.00%
2 2006 Paul L. Schultz President Chief Operating Officer 485.0K 654.8K 31.2K 1.17M 0.00%
3 2006 Jerry P. Rebel Executive Vice President Chief Financial Officer 365.0K 438.0K 21.4K 824.4K 0.00%
4 2006 Lawrence E. Schauf Executive Vice President and Secretary 352.6K 424.8K 23.9K 801.3K 0.00%
5 2006 David M. Theno Senior Vice President, Quality and Logistics 330.5K 348.6K 21.0K 700.1K 0.00%
6 2005 Robert J. Nugent Chairman of the Board and Chief Executive Officer 938.5K 1.24M 66.7K 2.25M 0.00%
7 2005 Jerry P. Rebel Executive Vice President Chief Financial Officer 283.1K 315.0K 1.09M 16.3K 1.70M 63.96%
8 2005 Linda A. Lang Chairman of the Board Chief Executive Officer 517.7K 702.0K 352.5K 37.9K 1.61M 21.89%
9 2005 Linda A. Lang President, Chief Operating Officer and Director 517.7K 702.0K 352.5K 37.9K 1.61M 21.89%
10 2005 Paul L. Schultz Executive Vice President, Operations and Franchising 431.3K 522.0K 531.7K 29.9K 1.51M 35.10%
11 2005 Paul L. Schultz President Chief Operating Officer 431.3K 522.0K 531.7K 29.9K 1.51M 35.10%
12 2005 Lawrence E. Schauf Executive Vice President and Secretary 340.8K 410.4K 23.8K 775.1K 0.00%
13 2005 David M. Theno Senior Vice President, Quality and Logistics 317.7K 335.0K 20.9K 673.5K 0.00%
14 2004 Linda A. Lang Chairman of the Board Chief Executive Officer 498.1K 675.0K 1.01M 36.5K 2.22M 45.56%
15 2004 Linda A. Lang President, Chief Operating Officer and Director 498.1K 675.0K 1.01M 36.5K 2.22M 45.56%
16 2004 Robert J. Nugent Chairman of the Board and Chief Executive Officer 806.1K 1.19M 61.3K 2.06M 0.00%
17 2004 John F. Hoffner Executive Vice President and Chief Financial Officer 423.3K 501.6K 29.0K 953.9K 0.00%
18 2004 Paul L. Schultz Executive Vice President, Operations and Franchising 408.6K 423.2K 26.2K 858.0K 0.00%
19 2004 Paul L. Schultz President Chief Operating Officer 408.6K 423.2K 26.2K 858.0K 0.00%
20 2004 Lawrence E. Schauf Executive Vice President and Secretary 336.5K 398.4K 23.3K 758.2K 0.00%
21 2004 David M. Theno Senior Vice President, Quality and Logistics 312.3K 323.4K 15.6K 651.3K 0.00%
22 2004 Jerry P. Rebel Executive Vice President Chief Financial Officer 244.6K 216.0K 6.9K 467.6K 0.00%
23 2003 Linda A. Lang President, Chief Operating Officer and Director 400.0K 1.15M 19.1K 1.57M 73.33%
24 2003 John F. Hoffner Executive Vice President and Chief Financial Officer 397.5K 1.15M 18.8K 1.57M 73.46%
25 2003 Lawrence E. Schauf Executive Vice President and Secretary 318.3K 1.05M 15.3K 1.38M 75.84%
26 2003 David M. Theno Senior Vice President, Quality and Logistics 295.7K 586.6K 7.0K 889.4K 65.96%
27 2003 Robert J. Nugent Chairman of the Board and Chief Executive Officer 756.9K 31.1K 788.0K 0.00%
28 2003 Paul L. Schultz Executive Vice President, Operations and Franchising 387.0K 17.8K 404.8K 0.00%
29 2002 Robert J. Nugent Chairman of the Board and Chief Executive Officer 720.0K 437.4K 19.4K 1.18M 0.00%
30 2002 John F. Hoffner Executive Vice President and Chief Financial Officer 381.9K 184.3K 12.7K 578.9K 0.00%
31 2002 Paul L. Schultz Executive Vice President, Operations and Franchising 372.3K 161.7K 14.8K 548.8K 0.00%
32 2002 Linda A. Lang President, Chief Operating Officer and Director 311.5K 192.0K 11.3K 514.9K 0.00%
33 2002 Lawrence E. Schauf Executive Vice President and Secretary 306.9K 148.3K 12.5K 467.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-02-26 DEFA14A
2026-02-24 DEFA14A
2026-02-19 DEFA14A
2026-02-17 DEFA14A
2026-02-11 DEFA14A
2026-02-10 DEFA14A
2026-02-06 DEFA14A
2026-02-05 DEFA14A
2025-11-07 DEFA14A
2025-11-03 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-13 8-K
2026-05-13 10-Q
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-04-20 3
2026-04-13 8-K
2026-04-08 4

Executive team

NameTitleCompensationGender
Lance F. Tucker Chief Executive Officer & Director 2M male
Ryan Lee Ostrom Executive Vice President & Chief Customer & Digital Officer 884.9K male
Dawn E. Hooper Executive Vice President & Chief Financial Officer 813.9K female
Sarah L. Super Executive VP, Chief Legal & Administrative Officer & Corporate Secretary 710.4K female
Carl Mount Senior Vice President & Chief Supply Chain Officer 698.0K male
Richard Cook Senior Vice President & Chief Technology Officer 658.3K male
Steven Piano Senior Vice President & Chief People Officer 651.5K male
Rachel Webb Vice President of Finance and Investor Relations female
Katelyn Zborowski Senior VP & Chief Marketing Officer female
Shannon McKinney Senior Vice President & Chief Operating Officer male
Van Ingram Senior Vice President & Chief Development Officer male
ESG Rating
B
RESTAURANTS
Rank: 24 out of 50
2012
E (Environmental)
62.3 / 47.1
Company / Sector avg.
S (Social)
62.1 / 50.9
Company / Sector avg.
G (Governance)
67.3 / 56.3
Company / Sector avg.
ESG Total
63.9 / 51.4
Company / Sector avg.
ESG Score History RESTAURANTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits