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KULR Technology Group, Inc. (KULR)

USD2.88 -0.05 (-1.71%)
US AMEX Industrials Industrial - Machinery
Address 555 Forge River Road 77598
Webster, TX, US
CEO Michael Mo
Website kulr.ai
IPO 2018-07-19
CIK 1662684 ISIN US50125G3074

Explore sections of this company profile

Description

KULR Technology Group, Inc., through its subsidiary, KULR Technology Corporation, designs and builds advanced battery systems for autonomous platforms, digital infrastructure, and e-mobility and space. It provides battery production, internal short circuit battery cells and devices, patented thermal runaway shield technology (“TRS”), phase change material (“PCM”) heatsinks, and KULR SafeCases, and exoskeleton devices. The company also offers space batteries; air batteries; custom battery design; battery solutions, including trigger cells and ISC-D and SafeX Safe storage solutions; thermal solutions, including fiber thermal interface and cathodes; and testing solutions that include cell screening and cycling, module cycling, thermal desktop and SINDA/FLUINT, and abuse testing and calorimetry. Additionally, the company provides KULR VIBE, a software-driven precision balancing and vibration reduction solution designed for rotary systems and Xero VibeFan, an ultimate cooling solution for AI farms, data centres, and server environments. Its technologies are used in space, aerospace, defence, telecom, and other critical infrastructure. KULR Technology Group, Inc. has a strategic collaboration with Robinson Helicopter Company, Inc. to develop battery system for an eR66 battery-electric helicopter demonstrator. The company was formerly known as KT High-Tech Marketing, Inc. and changed its name to KULR Technology Group, Inc. in August 2018. The company was founded in 2013 and is headquartered in Webster, Texas.

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
USD2.88 -0.05 (-1.71%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
2.22
Float Shares
42.57M
Free Float %
92.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+26.96% +47.27% +73.82% +44.13% +46.21% +36.82% -67.75% -34.25% -74.43% -66.25% -66.25%
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 (2 ratings, all time) Buy
Price Targets & DCF
Current price
2.88
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
12.42
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
0 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    +50.6% Q1'26: +97.9% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    -1,561.3% Q1'26: -510.0% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    -434.0% Q1'26: -183.2% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    -381.3% Q1'26: +0.0% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    -56.2% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    -78.7% Q1'26: -75.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    -0.02× Q1'26: -0.05× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.00) × ERP
WACC = 99% × Ke + 1% × Kd (16.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 2.88
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 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
624.0K
est: 715.5K (-12.8%)
2.41M
est: 2.33M (+3.6%)
3.99M
est: 3.68M (+8.4%)
9.83M
est: 9.82M (+0.1%)
10.74M
est: 10.26M (+4.7%)
16.17M
est: 17.31M (-6.6%)
35.50M
35.50M – 35.50M
+105.1% YoY
58.00M
58.00M – 58.00M
+63.4% YoY
EBITDA
-2.32M
est: -715.5K (-224.9%)
-11.71M
est: -2.33M (-402.7%)
-17.73M
est: -3.68M (-381.2%)
-20.03M
est: -9.82M (-104.0%)
-14.36M
est: -10.26M (-40.0%)
-60.26M
est: -17.31M (-248.2%)
-35.50M
-35.50M – -35.50M
-105.1% YoY
-58.00M
-58.00M – -58.00M
-63.4% YoY
EBIT
-2.34M
est: -715.5K (-227.1%)
-11.78M
est: -2.33M (-405.6%)
-17.99M
est: -3.68M (-388.2%)
-22.24M
est: -9.82M (-126.5%)
-16.16M
est: -10.26M (-57.6%)
-61.66M
est: -17.31M (-256.3%)
-35.50M
-35.50M – -35.50M
-105.1% YoY
-58.00M
-58.00M – -58.00M
-63.4% YoY
Net Income
-2.85M
est: -44.78M (+93.6%)
-11.91M
est: -189.08M (+93.7%)
-19.44M
est: -283.63M (+93.1%)
-23.69M
est: -32.94M (+28.1%)
-17.52M
est: -25.01M (+29.9%)
-61.90M
est: -25.82M (-139.7%)
-21.85M
-21.85M – -21.85M
+15.4% YoY
-11.52M
-11.52M – -11.52M
+47.3% YoY
SGA
2.49M
est: 2.32M (+7.0%)
11.16M
est: 7.57M (+47.5%)
16.45M
est: 11.97M (+37.5%)
19.88M
est: 31.90M (-37.7%)
15.98M
est: 28.65M (-44.2%)
27.70M
est: 48.35M (-42.7%)
99.18M
99.18M – 99.18M
+105.1% YoY
162.04M
162.04M – 162.04M
+63.4% YoY
EPS
-0.03
est: -0.24 (+85.5%)
-0.15
est: -1.01 (+85.2%)
-0.18
est: -1.52 (+88.2%)
-0.20
est: -0.18 (-13.3%)
-0.09
est: -0.67 (+85.9%)
-1.56
est: -0.65 (-140.0%)
-0.55
-0.55 – -0.55
+15.4% YoY
-0.29
-0.29 – -0.29
+47.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-13 B- 2/5 3/5 1/5 1/5 4/5 1/5 4/5
2026-05-12 B- 2/5 3/5 1/5 1/5 4/5 1/5 4/5
2026-05-11 B- 2/5 3/5 1/5 1/5 4/5 1/5 4/5
2026-05-08 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-05-07 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-05-06 B 3/5 4/5 1/5 1/5 4/5 1/5 5/5
2026-05-05 B- 3/5 3/5 1/5 1/5 4/5 1/5 5/5
2026-05-04 B- 3/5 3/5 1/5 1/5 4/5 1/5 5/5
2026-05-01 B- 3/5 3/5 1/5 1/5 4/5 1/5 5/5
2026-04-30 B- 3/5 3/5 1/5 1/5 4/5 1/5 5/5
2026-04-29 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-04-28 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-04-27 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-04-24 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-23 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-22 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-21 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-20 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-17 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-16 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-45.30M
OE per share TTM
-0.96
Owner's Yield
-28.09%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
50.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
27
Total invested
1.67M
Insider transactions (90d)
2
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
27
-62 vs prev Q
New positions
8
Closed positions
63
Increased
12
Reduced
6
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 BLACKROCK, INC. 2.49M +143.8K (+6.1%) 7.36M -2.4M (-24.5%) 6.05% -0.241 pp 0.00% +0.000 pp USD6.78 -56.3% 3 qtrs
2 VANGUARD GROUP INC 2.07M +89.1K (+4.5%) 6.13M -2.1M (-25.6%) 5.03% -0.283 pp 0.00% +0.000 pp USD6.70 -55.8% 3 qtrs
3 GEODE CAPITAL MANAGEMENT, LLC 868.1K +94.0K (+12.1%) 2.57M -650.5K (-20.2%) 2.11% +0.034 pp 0.00% +0.000 pp USD6.40 -53.8% 3 qtrs
4 MARSHALL WACE, LLP 641.8K +641.8K (+100.0%) 1.90M +1.9M (+100.0%) 1.56% +1.560 pp 0.00% +0.002 pp USD2.96 +0.0% 1 qtrs NEW
5 STATE STREET CORP 626.4K +9.3K (+1.5%) 1.85M -713.0K (-27.8%) 1.52% -0.133 pp 0.00% +0.000 pp USD6.07 -51.2% 3 qtrs
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 472.9K -510.0K (-51.9%) 1.40M -2.7M (-65.8%) 1.15% -1.487 pp 0.00% 0.000 pp USD7.13 -58.5% 3 qtrs
7 UBS GROUP AG 431.8K +259.1K (+150.1%) 1.28M +559.8K (+77.9%) 1.05% +0.586 pp 0.00% +0.000 pp USD4.63 -36.1% 3 qtrs
8 AROSA CAPITAL MANAGEMENT LP 300.0K +300.0K (+100.0%) 888.0K +888.0K (+100.0%) 0.73% +0.729 pp 0.11% +0.112 pp USD2.96 +0.0% 1 qtrs NEW
9 NORTHERN TRUST CORP 269.8K -10.7K (-3.8%) 798.5K -368.4K (-31.6%) 0.66% -0.097 pp 0.00% +0.000 pp USD6.64 -55.4% 3 qtrs
10 GOLDMAN SACHS GROUP INC 261.6K +208.3K (+391.5%) 774.2K +552.8K (+249.7%) 0.64% +0.493 pp 0.00% +0.000 pp USD3.35 -11.6% 3 qtrs
11 JUMP FINANCIAL, LLC 207.2K +207.2K (+100.0%) 613.2K +613.2K (+100.0%) 0.50% +0.504 pp 0.01% +0.008 pp USD2.96 +0.0% 1 qtrs NEW
12 BANK OF AMERICA CORP /DE/ 200.2K -30.4K (-13.2%) 592.5K -366.7K (-38.2%) 0.49% -0.132 pp 0.00% +0.000 pp USD7.13 -58.5% 3 qtrs
13 MORGAN STANLEY 124.8K -125.2K (-50.1%) 369.4K -670.7K (-64.5%) 0.30% -0.367 pp 0.00% +0.000 pp USD6.55 -54.8% 3 qtrs
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 101.9K +12.5K (+14.0%) 301.6K -70.2K (-18.9%) 0.25% +0.008 pp 0.00% +0.000 pp USD6.62 -55.3% 3 qtrs
15 BANK OF NEW YORK MELLON CORP 96.3K +12.7K (+15.1%) 285.1K -62.9K (-18.1%) 0.23% +0.010 pp 0.00% +0.000 pp USD6.41 -53.8% 3 qtrs
16 XTX TOPCO LTD 94.5K +70.5K (+294.4%) 279.7K +180.0K (+180.6%) 0.23% +0.165 pp 0.01% +0.002 pp USD3.26 -9.2% 2 qtrs
17 BARCLAYS PLC 61.6K +10.4K (+20.3%) 182.4K -30.8K (-14.4%) 0.15% +0.012 pp 0.00% +0.000 pp USD6.43 -54.0% 3 qtrs
18 NATIONAL BANK OF CANADA /FI/ 54.2K +510.0 (+0.9%) 160.5K -64.0K (-28.5%) 0.13% -0.012 pp 0.00% 0.000 pp USD6.97 -57.5% 3 qtrs
19 ARISTIDES CAPITAL LLC 54.2K +54.2K (+100.0%) 160.4K +160.4K (+100.0%) 0.13% +0.132 pp 0.03% +0.028 pp USD2.96 +0.0% 1 qtrs NEW
20 LOS ANGELES CAPITAL MANAGEMENT LLC 40.5K +40.5K (+100.0%) 151.4K +151.4K (+100.0%) 0.10% +0.098 pp 0.00% +0.001 pp USD2.96 +0.0% 1 qtrs NEW
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 50.0K +— (+0.0%) 148.0K -60.0K (-28.8%) 0.12% -0.013 pp 0.00% -0.001 pp USD4.16 -28.8% 2 qtrs
22 WELLS FARGO & COMPANY/MN 44.7K +22.2K (+98.7%) 132.3K +38.7K (+41.4%) 0.11% +0.048 pp 0.00% +0.000 pp USD5.01 -40.9% 3 qtrs
23 VONTOBEL HOLDING LTD. 43.6K +4.9K (+12.6%) 129.2K -32.0K (-19.9%) 0.11% +0.002 pp 0.00% 0.000 pp USD4.03 -26.6% 2 qtrs
24 ALLIANCEBERNSTEIN L.P. 43.3K +— (+0.0%) 128.2K -52.0K (-28.8%) 0.11% -0.011 pp 0.00% +0.000 pp USD7.13 -58.5% 3 qtrs
25 ATOM INVESTORS LP 43.0K +43.0K (+100.0%) 127.4K +127.4K (+100.0%) 0.10% +0.105 pp 0.01% +0.010 pp USD2.96 +0.0% 1 qtrs NEW
26 NUVEEN, LLC 42.9K +— (+0.0%) 127.0K -51.5K (-28.8%) 0.10% -0.011 pp 0.00% +0.000 pp USD7.13 -58.5% 3 qtrs
27 RHUMBLINE ADVISERS 42.2K -5.5K (-11.5%) 124.9K -73.5K (-37.1%) 0.10% -0.025 pp 0.00% 0.000 pp USD7.11 -58.4% 3 qtrs
28 PRICE T ROWE ASSOCIATES INC /MD/ 40.6K +4.8K (+13.3%) 121.0K -29.0K (-19.3%) 0.10% +0.003 pp 0.00% +0.000 pp USD6.64 -55.4% 3 qtrs
29 JANE STREET GROUP, LLC 38.4K +22.7K (+144.6%) 113.6K +48.4K (+74.1%) 0.09% +0.051 pp 0.00% +0.000 pp USD4.66 -36.5% 3 qtrs
30 CITADEL ADVISORS LLC 32.2K -576.1K (-94.7%) 95.2K -2.4M (-96.2%) 0.08% -1.554 pp 0.00% 0.000 pp USD4.54 -34.8% 3 qtrs
31 BANCO SANTANDER, S.A. 29.8K -4.0K (-11.9%) 88.1K -52.4K (-37.3%) 0.07% -0.018 pp 0.00% -0.001 pp USD4.16 -28.8% 2 qtrs
32 DEUTSCHE BANK AG\ 28.6K +1.6K (+6.0%) 84.6K -27.6K (-24.6%) 0.07% -0.003 pp 0.00% +0.000 pp USD6.53 -54.7% 3 qtrs
33 AQR CAPITAL MANAGEMENT LLC 23.6K +9.1K (+62.7%) 69.9K +9.5K (+15.7%) 0.06% +0.019 pp 0.00% +0.000 pp USD3.70 -20.0% 2 qtrs
34 SIMPLEX TRADING, LLC 23.2K +23.2K (+100.0%) 68.5K +68.5K (+100.0%) 0.06% +0.056 pp 0.00% +0.000 pp USD2.96 +0.0% 1 qtrs NEW
35 SHERBROOKE PARK ADVISERS LLC 21.9K +21.9K (+100.0%) 65.0K +65.0K (+100.0%) 0.05% +0.053 pp 0.17% +0.168 pp USD2.96 +0.0% 1 qtrs NEW
36 TWO SIGMA SECURITIES, LLC 21.1K +21.1K (+100.0%) 62.6K +62.6K (+100.0%) 0.05% +0.051 pp 0.01% +0.009 pp USD2.96 +0.0% 1 qtrs NEW
37 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 18.3K +1.7K (+10.3%) 54.3K -14.9K (-21.5%) 0.04% +0.000 pp 0.00% +0.000 pp USD6.74 -56.1% 3 qtrs
38 INVESCO LTD. 17.8K +261.0 (+1.5%) 52.8K -20.3K (-27.8%) 0.04% -0.004 pp 0.00% +0.000 pp USD7.03 -57.9% 3 qtrs
39 AXQ CAPITAL, LP 17.2K +17.2K (+100.0%) 51.0K +51.0K (+100.0%) 0.04% +0.042 pp 0.01% +0.012 pp USD2.96 +0.0% 1 qtrs NEW
40 LPL FINANCIAL LLC 16.2K +5.5K (+51.1%) 47.8K +3.3K (+7.5%) 0.04% +0.011 pp 0.00% +0.000 pp USD3.75 -21.1% 2 qtrs
41 JPMORGAN CHASE & CO 16.0K +1.6K (+10.7%) 47.3K -12.7K (-21.2%) 0.04% +0.000 pp 0.00% +0.000 pp USD6.73 -56.0% 3 qtrs
42 FMR LLC 15.9K +15.6K (+5,400.0%) 47.0K +45.8K (+3,814.2%) 0.04% +0.038 pp 0.00% +0.000 pp USD2.99 -1.0% 3 qtrs
43 VIRTU FINANCIAL LLC 15.9K -31.2K (-66.3%) 47.0K -149.0K (-76.0%) 0.04% -0.088 pp 0.00% -0.009 pp USD4.16 -28.8% 2 qtrs
44 SBI SECURITIES CO., LTD. 14.1K -1.9K (-11.6%) 41.7K -24.6K (-37.1%) 0.03% -0.009 pp 0.00% -0.001 pp USD6.50 -54.5% 3 qtrs
45 COLONY GROUP, LLC 10.0K +— (+0.0%) 41.6K +— (+0.0%) 0.02% -0.003 pp 0.00% +0.000 pp USD4.16 -28.8% 2 qtrs
46 INTECH INVESTMENT MANAGEMENT LLC 12.8K -4.2K (-24.9%) 37.8K -32.9K (-46.6%) 0.03% -0.015 pp 0.00% 0.000 pp USD7.05 -58.0% 3 qtrs
47 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 12.5K +— (+0.0%) 36.9K -15.0K (-28.8%) 0.03% -0.003 pp 0.00% 0.000 pp USD6.14 -51.8% 3 qtrs
48 TOWER RESEARCH CAPITAL LLC (TRC) 12.4K +8.4K (+204.3%) 36.8K +19.8K (+116.5%) 0.03% +0.019 pp 0.00% +0.000 pp USD3.85 -23.1% 3 qtrs
49 MANUFACTURERS LIFE INSURANCE COMPANY, THE 12.1K +1.1K (+10.4%) 35.9K -9.8K (-21.4%) 0.03% +0.000 pp 0.00% +0.000 pp USD6.74 -56.1% 3 qtrs
50 BELVEDERE TRADING LLC 82.5K +17.2K (+26.3%) 31.4K -3.9K (-11.1%) 0.20% +0.025 pp 0.00% +0.000 pp USD4.86 -39.1% 3 qtrs
51 RAYMOND JAMES FINANCIAL INC 10.1K -3.5K (-25.4%) 29.9K -26.5K (-46.9%) 0.02% -0.012 pp 0.00% +0.000 pp USD7.13 -58.5% 3 qtrs
52 RUSSELL INVESTMENTS GROUP, LTD. 9.2K +6.1K (+201.7%) 27.1K +14.5K (+114.7%) 0.02% +0.014 pp 0.00% +0.000 pp USD3.36 -11.9% 2 qtrs
53 BNP PARIBAS ARBITRAGE, SNC 8.4K +1.5K (+21.4%) 25.0K -3.9K (-13.6%) 0.02% +0.002 pp 0.00% +0.000 pp USD4.94 -40.1% 3 qtrs
54 LEGAL & GENERAL GROUP PLC 4.8K +519.0 (+12.1%) 14.3K -3.6K (-20.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.14 -51.8% 3 qtrs
55 NEW YORK STATE COMMON RETIREMENT FUND 3.7K +— (+0.0%) 11.0K -4.4K (-28.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD7.13 -58.5% 3 qtrs
56 AMERITAS INVESTMENT PARTNERS, INC. 3.4K +— (+0.0%) 10.0K -4.0K (-28.8%) 0.01% -0.001 pp 0.00% 0.000 pp USD7.13 -58.5% 3 qtrs
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2.4K +369.0 (+17.9%) 7.2K -1.4K (-16.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.49 -54.4% 3 qtrs
58 ADVISOR GROUP HOLDINGS, INC. 1.8K -387.0 (-17.8%) 5.3K -4.1K (-43.5%) 0.00% -0.002 pp 0.00% +0.000 pp USD7.04 -58.0% 3 qtrs
59 PFS PARTNERS, LLC 1.6K +— (+0.0%) 4.7K -1.9K (-28.8%) 0.00% 0.000 pp 0.00% -0.001 pp USD7.13 -58.5% 3 qtrs
60 ROYAL BANK OF CANADA 1.6K -50.0K (-97.0%) 4.0K -210.0K (-98.1%) 0.00% -0.134 pp 0.00% +0.000 pp USD4.28 -30.8% 3 qtrs
61 AMALGAMATED BANK 1.2K +115.0 (+10.2%) 4.0K -1.0K (-20.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.74 -56.1% 3 qtrs
62 CWM, LLC 1.2K -72.0 (-5.6%) 4.0K -1.0K (-20.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD7.11 -58.4% 3 qtrs
63 MAI CAPITAL MANAGEMENT 1.3K +— (+0.0%) 3.9K -1.6K (-28.8%) 0.00% 0.000 pp 0.00% +0.000 pp USD7.13 -58.5% 3 qtrs
64 LRI INVESTMENTS, LLC 1.3K +— (+0.0%) 3.7K -1.5K (-28.8%) 0.00% 0.000 pp 0.00% 0.000 pp USD7.13 -58.5% 3 qtrs
65 JONES FINANCIAL COMPANIES LLLP 1.1K +11.0 (+1.0%) 3.3K -1.4K (-29.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD7.09 -58.3% 3 qtrs
66 CITIGROUP INC 893.00 -676.0 (-43.1%) 2.6K -3.9K (-59.5%) 0.00% -0.002 pp 0.00% +0.000 pp USD7.13 -58.5% 3 qtrs
67 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 742.00 +742.0 (+100.0%) 2.2K +2.2K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.96 +0.0% 1 qtrs NEW
68 GAMMA INVESTING LLC 669.00 +669.0 (+100.0%) 2.0K +2.0K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.96 +0.0% 1 qtrs NEW
69 COMERICA BANK 512.00 +512.0 (+100.0%) 1.5K +1.5K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD2.96 +0.0% 1 qtrs NEW
70 RONALD BLUE TRUST, INC. 486.00 +— (+0.0%) 1.4K -583.0 (-28.8%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.16 -28.8% 2 qtrs
71 SOA WEALTH ADVISORS, LLC. 350.00 +— (+0.0%) 1.0K -420.0 (-28.8%) 0.00% 0.000 pp 0.00% 0.000 pp USD6.81 -56.5% 3 qtrs
72 PNC FINANCIAL SERVICES GROUP, INC. 250.00 +— (+0.0%) 740.00 -300.0 (-28.8%) 0.00% 0.000 pp 0.00% +0.000 pp USD7.13 -58.5% 3 qtrs
73 STERLING CAPITAL MANAGEMENT LLC 233.00 +146.0 (+167.8%) 690.00 +328.0 (+90.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.42 -33.0% 3 qtrs
74 FARTHER FINANCE ADVISORS, LLC 205.00 +62.0 (+43.4%) 607.00 +12.0 (+2.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.86 -49.5% 3 qtrs
75 FINANCIAL GRAVITY ASSET MANAGEMENT, INC. 150.00 +— (+0.0%) 444.00 -180.0 (-28.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.16 -28.8% 2 qtrs
76 CONCORD WEALTH PARTNERS 144.00 +144.0 (+100.0%) 426.00 +426.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.96 +0.0% 1 qtrs NEW
77 125.00 +125.0 (+100.0%) 370.00 +370.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.96 +0.0% 1 qtrs NEW
78 ROTHSCHILD INVESTMENT LLC 120.00 +120.0 (+100.0%) 355.00 +355.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.96 +0.0% 1 qtrs NEW
79 TUCKER ASSET MANAGEMENT LLC 25.00 +25.0 (+100.0%) 74.00 +74.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.96 +0.0% 1 qtrs NEW
80 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 16.00 +— (+0.0%) 47.00 -20.0 (-29.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.06 -58.1% 3 qtrs
81 GHP INVESTMENT ADVISORS, INC. 12.00 +12.0 (+100.0%) 36.00 +36.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.92 +1.4% 1 qtrs NEW
82 ALLWORTH FINANCIAL LP 2.00 -25.0 (-92.6%) 6.00 -107.0 (-94.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD7.00 -57.7% 3 qtrs
83 BETA WEALTH GROUP, INC. -17.6K (-100.0%) -73.4K (-100.0%) 0.00% -0.047 pp 0.00% -0.029 pp USD 2 qtrs SOLD
84 QUANTBOT TECHNOLOGIES LP -46.7K (-100.0%) -194.2K (-100.0%) 0.00% -0.125 pp 0.00% -0.005 pp USD 2 qtrs SOLD
85 ADVISORY SERVICES NETWORK, LLC -435.0 (-100.0%) -1.8K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
86 SQUAREPOINT OPS LLC -33.1K (-100.0%) -137.8K (-100.0%) 0.00% -0.089 pp 0.00% 0.000 pp USD 2 qtrs SOLD
87 SCHONFELD STRATEGIC ADVISORS LLC -35.3K (-100.0%) -146.8K (-100.0%) 0.00% -0.095 pp 0.00% -0.001 pp USD 2 qtrs SOLD
88 PEAK6 LLC -62.6K (-100.0%) -260.4K (-100.0%) 0.00% -0.168 pp 0.00% 0.000 pp USD 2 qtrs SOLD
89 NISA INVESTMENT ADVISORS, LLC -100.0 (-100.0%) -416.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
90 METLIFE INVESTMENT MANAGEMENT, LLC -21.6K (-100.0%) -89.9K (-100.0%) 0.00% -0.058 pp 0.00% 0.000 pp USD 3 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 32 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Kensho Future Security ETF FITE 0.95% 1.42M 0.45%
2 State Street SPDR S&P Kensho Smart Mobility ETF HAIL 0.86% 175.5K 0.45%
3 State Street SPDR S&P Kensho New Economies Composite ETF KOMP 0.16% 4.31M 0.20%
4 iShares Micro-Cap ETF IWC 0.03% 478.1K 0.60%
5 Carbon Collective Climate Solutions U.S. Equity ETF CCSO 0.02% 7.0K 0.35%
6 Vanguard Russell 2000 Growth ETF VTWG 0.01% 191.9K 0.06%
7 Vanguard Russell 2000 ETF VTWO 0.01% 1.02M 0.06%
8 Vanguard Extended Market ETF VXF 0.00% 2.12M 0.05%
9 Dimensional - US Sustainability Core 1 ETF DFSU 0.00% 37.0K 0.15%
10 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 48.4K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
4.00
Bullish
Ratio by volume
3.00
Bullish
Buys
4
Sells
1
Shares acquired
226.9K
Shares disposed
10.0K
Cash buys
Cash sales
1.00
Net activity
+216,890
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
2026-04-28 Kimel Michael Philip Director Common Stock 0 0.00 62 D
2026-04-28 Frank Benjamin Andrew Director 0 0.00 0
2026-04-15 Canter Shawn Director / Officer F-InKind D Common Stock 19,369 2.17 42.0K 326,978 D
2026-01-21 Walker William Quinn Officer F-InKind D Common Stock 9,020 4.18 37.7K 175,563 D
2026-01-21 Mo Michael Director / Officer F-InKind D Common Stock 31,557 2.96 93.4K 3,074,555 D
2026-01-21 Canter Shawn Director / Officer F-InKind D Common Stock 16,170 4.18 67.6K 346,347 D
2025-12-06 Yamamoto Jay Koichi Officer F-InKind D Common Stock 9,493 3.93 37.3K 13,945 D
2025-11-24 Yamamoto Jay Koichi Officer A-Award A Common Stock 187,500 0.00 187,500 D
2025-11-24 Schwartz Aron I Director A-Award A Common Stock 13,130 0.00 13,130 D
2025-11-24 Massey Joanna D. Director A-Award A Common Stock 13,130 0.00 30,943 D
2025-11-24 Grier Donna Haley Director A-Award A Common Stock 13,130 0.00 30,630 D
2025-10-03 Massey Joanna D. Director S-Sale D Common Stock 10,000 5.47 54.7K 17,813 D
2025-08-22 Walker William Quinn Officer F-InKind D Common Stock 2,917 6.25 18.2K 29,896 D
2025-08-22 Carpenter Michael Gerald Other F-InKind D Common Stock 8,502 6.25 53.1K 78,998 D
2025-06-06 Yamamoto Jay Koichi Officer Common Stock 0 0.00 47,100 I
2025-06-06 Schwartz Aron I Director 0 0.00 0
2025-05-23 Mo Michael Director / Officer / 10% Owner F-InKind D Common Stock 92,448 1.23 113.7K 21,348,892 D
2025-03-31 Canter Shawn Officer F-InKind D Common Stock 99,857 1.46 145.8K 500,143 D
2025-01-16 Walker William Quinn Officer A-Award A Common Stock 1,000,000 0.00 1,500,000 D
2025-01-16 Mo Michael Director / Officer / 10% Owner J-Other A Series A Preferred Stock 270,000 0.00 1,000,000 D
2025-01-16 Carpenter Michael Gerald Officer A-Award A Common Stock 200,000 0.00 700,000 D
2025-01-16 Canter Shawn Officer A-Award A Common Stock 1,500,000 0.00 3,000,000 D
2024-06-06 Cochran Terry Keith Officer S-Sale D Common Stock 108,079 0.29 31.4K 0
2024-06-05 Cochran Terry Keith Officer S-Sale D Common Stock 119,754 0.31 37.1K 230,079
2024-06-04 Cochran Terry Keith Officer S-Sale D Common Stock 150,167 0.31 47.2K 349,833
2024-05-22 Mo Michael Director / Officer / 10% Owner A-Award A Common Stock 286,230 0.00 21,441,340
2024-04-12 Massey Joanna D. Director A-Award A Common Stock 15,000 0.00 82,500
2024-04-12 Kurosaki Morio Director A-Award A Common Stock 15,000 0.00 572,500
2024-04-12 Grier Donna Haley Director A-Award A Common Stock 140,000 0.00 140,000
2024-04-02 Grier Donna Haley Director 0 0.00 0
2024-03-25 Knowles Timothy Ray 10% Owner S-Sale D Common Stock 361,338 0.29 104.8K 14,268,027
2024-03-22 Knowles Timothy Ray 10% Owner S-Sale D Common Stock 460,037 0.22 101.2K 14,629,365
2024-03-21 Knowles Timothy Ray 10% Owner S-Sale D Common Stock 510,598 0.23 117.4K 15,089,402
2024-01-26 Mo Michael Director / Officer / 10% Owner J-Other A Series A Preferred Stock 730,000 0.00 730,000
2024-01-08 Cochran Terry Keith Officer J-Other D Common Stock 316,607 0.20 63.3K 0
2023-09-15 Mo Michael Director / Officer P-Purchase A Common Stock 428,571 0.35 150.0K 21,155,110
2023-07-12 Walker William Quinn Officer A-Award A Common Stock 350,000 0.00 500,000
2023-06-29 Knowles Timothy Ray Director / Officer S-Sale D Common Stock 61,756 0.62 38.3K 670,360
2023-06-28 Knowles Timothy Ray Director / Officer S-Sale D Common Stock 38,244 0.64 24.5K 732,116
2023-04-03 Mo Michael Director / Officer P-Purchase A Common Stock 75,000 0.87 65.3K 20,726,539
2023-03-31 Cochran Terry Keith Officer F-InKind D Common Stock 175,000 1.31 229.3K 316,607
2023-03-31 Canter Shawn Officer A-Award A Common Stock 1,500,000 0.00 0
2022-11-01 Walker William Quinn Officer D Common Stock 0 0.00 50,000
2022-11-01 Mo Michael Officer D-Return D Non-Qualified Stock Option 1,500,000 0.00 0
2022-11-01 Massey Joanna D. Director A-Award A Common Stock 37,500 0.00 67,500
2022-11-01 Kurosaki Morio Director A-Award A Common Stock 37,500 0.00 557,500
2022-11-01 Cochran Terry Keith Officer D-Return D Common Stock 1,500,000 0.00 273,495
2022-08-31 Knowles Timothy Ray Officer S-Sale D Common Stock 18,398 1.40 25.8K 770,360
2022-03-31 Cochran Terry Keith Officer S-Sale D Common Stock 90,200 2.24 202.0K 275,096
2022-03-07 Cochran Terry Keith Officer F-InKind A Common Stock 500,000 2.23 1.12M 560,000
2021-12-30 Mo Michael Director / Officer / 10% Owner S-Sale D Common Stock 159,500 2.89 461.0K 20,651,539
2021-12-29 Mo Michael Director / Officer / 10% Owner S-Sale D Common Stock 221,386 2.83 626.5K 20,811,039
2021-12-28 Mo Michael Director / Officer / 10% Owner S-Sale D Common Stock 202,500 2.99 605.5K 21,032,425
2021-12-21 Knowles Timothy Ray Director / Officer S-Sale D Common Stock 37,374 2.91 108.8K 870,360
2021-12-20 Knowles Timothy Ray Director / Officer S-Sale D Common Stock 92,266 2.85 263.0K 907,734
2021-09-16 Mo Michael Director / Officer S-Sale D Common Stock 97,300 2.50 243.3K 21,234,925
2021-09-15 Mo Michael Director / Officer S-Sale D Common Stock 2,700 2.50 6.8K 21,332,225
2021-06-30 Mo Michael Director / Officer S-Sale D Common Stock 65,075 2.51 163.5K 21,334,925
2021-06-10 Mo Michael Director / Officer A-Award A Non-Qualified Stock Option 1,500,000 2.60 3.90M 1,500,000
2021-06-07 Kurosaki Morio Director D Common Stock 0 0.00 420,000
2021-06-07 Harris Stayce D. Director A-Award A Common Stock 20,000 0.00 20,000
2021-03-09 Cochran Terry Keith Officer A-Award A Common Stock 2,000,000 0.00 20,000
2021-03-08 Cochran Terry Keith Officer D Common Stock 0 0.00 60,000
2019-02-14 Knowles Timothy Ray Director / Officer J-Other A Common Stock 1,000,000 0.00 1,000,000
2018-03-15 Westbrook Simon P Officer D Common Stock 0 0.00 0
2017-06-19 Mo Michael Director / Officer / 10% Owner A-Award A Common Stock 1,400,000 0.00 21,400,000
2017-06-19 Knowles Timothy Ray Director / Officer / 10% Owner D Common Stock 0 0.00 15,600,000
2017-06-19 Henschke George Ernest Officer D Common Stock 0 0.00 10,000
2017-06-08 Mo Michael Director / Officer / 10% Owner D-Return D Series A Voting Preferred Stock 1,000,000 0.00 0
2017-06-06 Mo Michael Director / Officer / 10% Owner A-Award A Series A Voting Preferred Stock 1,000,000 0.00 1,000,000
2016-05-03 Mo Michael Director / Officer / 10% Owner A-Award A Common Stock 25,000 0.00 2.50 25,000
2016-04-18 Mo Michael Director / Officer / 10% Owner D common stock 0 0.00 20,000,000
2016-04-17 McKillop James K S-Sale D common stock 970,000 970.00 940.90M 300,000
2016-04-17 CASSIDY JAMES M S-Sale D common stock 970,000 970.00 940.90M 300,000
2016-03-07 McKillop James K Director / 10% Owner D common stock 0 0.00 10,000,000
2016-03-07 CASSIDY JAMES M Director / Officer / 10% Owner D common stock 0 0.00 10,000,000

Executive team

Top executives
EBIT / Employee
-8.3K
Shares Outstanding
46.24M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Michael Mo Chief Executive Officer 272.2K 100.0K 103.0K 475.2K 21.68%
2 2024 Shawn Canter Chief Financial Officer 250.0K 45.0K 295.0K 0.00%
3 2024 Keith Cochran Former Chief Operating Officer 186.7K 99.6K 286.2K 0.00%
4 2024 William Walker Chief Technology Officer 228.3K 50.0K 278.3K 0.00%
5 2023 Shawn Canter Chief Financial Officer 188.4K 1.38M 1.57M 87.99%
6 2023 William Walker Chief Technology Officer 223.7K 266.0K 489.7K 54.32%
7 2023 Michael Mo Chief Executive Officer 333.6K 333.6K 0.00%
8 2023 Keith Cochran Former Chief Operating Officer 292.7K 292.7K 0.00%
9 2022 Michael Mo Chief Executive Officer 306.2K 1.44M 1.75M 82.50%
10 2022 Keith Cochran President and Chief Operating Officer 268.6K 1.34M 1.61M 83.27%
11 2022 William Walker Chief Technology Officer 151.3K 12.0K 309.0K 472.3K 65.43%
12 2021 Keith Cochran President and Chief Operating Officer 206.6K 8.13M 8.34M 97.52%
13 2021 Keith Cochran President and COO 206.6K 8.13M 8.34M 97.52%
14 2021 Michael Mo CEO 233.7K 2.58M 2.81M 91.69%
15 2021 Michael Mo Chief Executive Officer 233.7K 2.58M 2.81M 91.69%
16 2021 Michael Carpenter VP of Engineering 139.4K 32.3K 139.4K 23.14%
17 2021 Timothy Knowles CTO 70.7K 139.3K 70.7K 197.14%
18 2020 Michael Mo CEO 137.9K 137.9K 0.00%
19 2020 Michael Carpenter VP of Engineering 92.2K 3.0K 92.2K 3.30%
20 2020 Timothy Knowles CTO 56.9K 56.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-10 DEFA14A
2025-10-06 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 SC 13D/A
2026-05-08 3
2026-05-08 3
2026-04-29 PRE 14C
2026-04-29 8-K/A
2026-04-28 8-K
2026-04-17 4
2026-03-31 8-K
2026-03-31 10-K
2026-01-26 4

Executive team

NameTitleCompensationGender
Michael Mo Co-Founder, Chairman & Chief Executive Officer 543.0K male
Shawn Canter Chief Financial Officer 415.8K male
William Quinn Walker Chief Technology Officer 317.3K
Jay K. Yamamoto General Counsel & Secretary male
Jeong Song Vice President of Sales & Marketing male
Derek Newton Head of Media Relations
Mitchell Miller Vice President of Operations male
ESG Rating
B
HARDWARE, EQUIPMENT & PARTS
Rank: 9 out of 85
2025
E (Environmental)
65.4 / 65.4
Company / Sector avg.
S (Social)
61.0 / 65.1
Company / Sector avg.
G (Governance)
63.1 / 67.7
Company / Sector avg.
ESG Total
63.2 / 66.1
Company / Sector avg.
ESG Score History HARDWARE, EQUIPMENT & PARTS
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 history

Earnings history

Earnings reports

Stock splits